Matthew Green

Experience

• 

  Cohen Fund Audit Services

  Jan 2013 - May 2013

  Intern

  -Received a full time job offer as an intern one year away from graduation date-Conduct audits for mutual fund and hedge fund clients-Improve financial statement disclosure and presentation-Assist clients throughout the financial reporting process

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  Cohen & Company

  Oct 2014 - Feb 2021

  -Helped launch the new Chicago Office location of Cohen & Company-Number two employee of an office that has since grown to 15-Manage three staff level employees and two interns-Oversee client relationships ranging from $5 million to $38 billion in net assets throughout the year-Review staff and senior staff audit work on mutual and exchange traded funds including equity, fixed income, hedge, private equity, derivative, venture capital and controlled foreign corporation audits-Lead intern and new hire initial trainings throughout the year-Present on technical and internal processing & systems at firm wide trainings-Complete billing throughout the year for investment company clients including timeliness of collections-Create and present at board meetings to mutual fund Boards of Directors/Trustees on a quarterly basis-Prepare client schedules and budgets for all audit work and review with partner group for approval Show less

  • Manager

    Feb 2019 - Feb 2021

  • Senior Staff Accountant

    Feb 2017 - Feb 2019

  • Staff Accountant

    Oct 2014 - Feb 2017
• 

  4Patriots

  Mar 2021 - now

  Key leader in the linking of operational and financial teams within 4Patriots. Directly responsible for overseeing the 4Patriots Supply Chain team including purchasing, logistics, inventory management and fulfillment. -Inherited a team of two employees and quickly grew the team to six through external hiring and internal development.-Responsible for forecasting and budget to actual analysis of departmental budget and spend.-Successfully lead a full scale 3PL RFP to consolidate fulfillment operations under a single 3PL.-Successfully lead the consolidation of fulfillment and warehousing operations from 12 buildings into 4 and a single node distribution network into a dual node network.-Assisted in the development of departmental KPIs as well as tracking methodology and report out.-Effectively developed, executed, and reported to the executive team the first 4Patriots Customer Experience audit resulting in key areas of improvement opportunities for Operations to increase customer experience and therefore customer retention increasing customer lifetime value.-Successfully renegotiated 4Patriots Parcel contracts with both UPS and FedEx resulting in $2 Million Dollars in annual savings.-Operations team lead the company implementation of Oracle Netsuite. Show less

  • Director of Supply Chain

    Dec 2024 - now

  • Senior Manager, Operations

    Mar 2022 - Dec 2024

  • Fulfillment Manager

    Sept 2021 - Mar 2022

  • Operations Analyst

    Mar 2021 - Sept 2021