Matthew Bovencamp, CFA

Experience

• 

  RBC

  Nov 2007 - May 2010

  Account Manager

  • Licensed mutual fund salesperson. Provided investment and credit advice based on clients’ unique circumstances.• Proactively offered investment and credit products in order to ensure clients’ needs and goals were met.• Completed credit applications and approved loan facilities within lending limit.

• 

  Fundamental Research Corp.

  Feb 2011 - Mar 2012

  Research Analyst

  • Primarily covered public and private companies involved in the oil & gas, mining, and real estate industries.• Created and maintained complex financial models in Excel.• Collected financial data from various sources to be used in financial analysis, production forecasts, and variance analysis. Including reserve and other technical reports. • Forecasted financial statements including operating income, cash flows, balance sheet, and capital expenditures. • Utilized macros and VBA programming to automate data collection and other repetitive tasks.• Presented research findings and recommendations to senior management, at trade shows, and during telephone/web conferences. Show less

• 

  BlackOre Research

  Mar 2012 - Apr 2013

  Senior Analyst / Founding Partner

  • Conducted financial and business analyses on private real estate offerings and public companies in the energy and resources, manufacturing, and technology sectors. • Created and maintained complex financial models in Excel.• Integrated databases into Excel models, increasing efficiency and eliminating data entry errors.• Conducted stress and scenario analyses on cash flows, costs and revenues, and new business segments and projects.• Analyzed ongoing financial information and financial statements, updated models and recommendations accordingly, and produced reports against strict deadlines. Show less

• 

  Loblaw Companies Limited

  Aug 2013 - Mar 2014

  Computer Assisted Ordering (CAO) Analyst

  • Ensure the effective planning and execution of ordering and merchandising strategies to maximize sales and profit while controlling shrink and labor.• Maintain perpetual inventory and minimize out-of-stocks.• Liaison with department managers on shelf sets and inventory allotments.• Produce reports and complete paperwork related to inventory ordering and operations.

• 

  SHAPE

  Apr 2014 - Sept 2016

  Financial Analyst, Leasing

  Reporting to Executive Vice President of Leasing, brought on to apply financial analysis and research to improve leasing pitches and assist with deal structuring to mitigate risk and maximize profits.

• 

  First West Credit Union

  Sept 2016 - Aug 2018

  Senior Financial Analyst / Business Partner, Financial Planning & Analysis

  Reporting to Director of FP&A, partnered with the P&C Insurance ($35M annual revenue), Leasing ($15M annual revenue), and FW Capital ($150M+ commercial loans) subsidiaries to provide direction to accelerate profitability and efficiency.

• 

  Central 1

  Aug 2018 - Mar 2021

  Manager/Business Partner, FP&A

  Reporting to Director of FP&A, brought on as Finance Business Partner for the Digital and Payments business lines. Provided in-depth financial analysis, identifying trends, opportunities, and risks to support business decisions.

• 

  First West Credit Union

  Mar 2021 - Jan 2024

  Senior Manager Financial Analysis

  Reporting to VP of Finance, led development of multi-year driver-based financial models to support federal expansion, merger scenarios, and regulatory filings. Managed budgeting, forecasting, and monthly reporting for operating and capital budgets.

• 

  Atlas Corp.

  Jul 2024 - now

  Manager FP&A