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Matt Hargrove 3108 Morning Dove, McKinney, TX 75070 214.592.5326  Matt.Hargrove5@gmail.com
Work Experience
7 - Eleven7 - Eleven Feb 2015 – Present
Senior Financial Analyst
 Served as admin and developer for IBM Cognos TM1.
 Designed and automated spreadsheets using TM1 / Excel interface, including writing Excel macros that saved hundreds of
hours of work.
 Wrote Excel macros for other departments that saved a combined 1,000 to 2,000 hours of work per year.
 Committee member of 7-Eleven Young Professionals. Led the career development initiative through teaching Excel and
Excel macro classes.
 Trained other departments in TM1 and Excel interface of TM1.
Metro PCSMetro PCS Feb 2011 – September 2014
Senior Business Analyst
 Created, validated and redesigned various reports using SQL, Access, Excel and VBA macros.
 Automated spreadsheets by writing macros for accounting, IT, finance and marketing departments. My original job
responsibilities did not include these tasks but I quickly became the non-official Excel support person for most departments
in the company, caused mainly from word of mouth. On a regular basis, I taught several coworkers advanced concepts and
tools of Access, Excel and macros.
 Created a testing framework matrix for new promotions. For example, one promotion we offered was a buy one, get one free
phone deal. To make sure we were correctly charging customers for the promotion, I listed every type of situation that could
happen (i.e. one person buying two phones, two people buying three phones, four people buying 2 phones and upgrading two
other current phones, etc.). I then listed, based on the rules of the promotion, how much should be charged for each
situation. I then found hundreds of real customer examples for each situation and validated, with an Excel macro, that they
were being charged correctly. This analysis also revealed several situations in which customers could bypass the rules of
the promotion. That information was helpful for the rules of future promotions.
 Tested for errors on newly implemented software. An example of this is when we switched to Oracle to store all records and
process all events. I was tasked with finding a way to definitively know if there were any errors in the new Oracle system.
Without any previously built models to follow, I started by recreating all pertinent records as of a specific date. I then used
SQL, Access and Excel by setting up rules for how every kind of event would flow through and change each data set. For
example, an item being sold needed to increase the revenue and cost of goods sold data sets, as well as reduce inventory for
that specific unit, etc. My parallel system was fully automated where an event would only need to be entered once and the
effects on all data sets would automatically update. I had to show my managers how my system handled each step of the
process. When a discrepancy was found between my system and the new Oracle system, my system would easily show where
and why it occurred. Those items showed where and how the Oracle system needed to be changed
I continued monitoring the Oracle system for errors by automating the new event input process. Any time the Oracle system
was updated with new events, my system was updated as well. Each day I would compare my end results to that of the
Oracle system.
Silver Leaf ResortsSilver Leaf Resorts May 2009 – Feb 2011
Business Analyst
 Utilized Access, Excel and written VBA code to data mine, prepare reports and analyze sales trends from completely
unstructured data sets with hundreds of thousands of records, gathered from different departments. I used that cross-
department information to develop new marketing and overall business strategies, such as the expected financial gains from
hiring a set amount of additional call center employees, increasing mail advertisements or the best number of times to call a
customer over a specified time frame.
 Streamlined and automated Excel reports with VBA macros (have reduced time of projects by 90%)
 Reviewed, debugged and improved processes and reports of other departments.
Cole 2
 Analyzed statistical trends of marketing programs and their effects on company financials. Tasked with searching for areas
that management had not considered were contributing factors to the success or failure of the marketing programs.
 Devised novel methods to find correlations between data sets, each containing a wide range of variables. One example was
finding the causes for the success or failure of a promotional offer. With no supervisory direction, I decided which
information would possibly have an effect (i.e. time of the year, demographics and past order history of customers, results
from prior promotions, which resorts were offered, past success rates of employees in call center who pitched the promo,
etc.). Then I designed reports to show how much effect each variable had on the subject in question. Finally, I
communicated my results and methods to high level managers and VP’s, most of whom did not have much experience with
Excel, Access or SQL.
 Created lists of customers to contact for every call center employee. I used the information mentioned above, as well as
additional data sets such as each call center employee’s call success rate for each resort, cross referenced against other data
such as prior promotions, number of customers’ previous purchases, etc. I maximized the chance of successful calls by
matching each customer to the resort, promotion, call center employee, time of year, etc. that most suited their distinct
preferences.
Tolleson Wealth ManagementTolleson Wealth Management April 2008 – May 2009
Analyst
 Analyzed client-owned business financial statements
 Improved and automated process of financial data collection and analysis
 Prepared accounting and financial presentations based on clients’ businesses and overall economic analysis
 Advised clients with a Net Worth up to $300 million
 Tolleson was ranked as one of the top 20 firms in the country, based on the average net worth of clients
Lee FinancialLee Financial July 2006 – April 2008
Analyst
 Performed accounting, tax and economic analysis for clients’ personal and business finances
 Prepared customized Excel models to project economic change of different financial assumptions
 Designed and implemented an Excel model that allowed employees to easily find, categorize, rate, share and read summaries
of any file saved on the company network
 Streamlined data gathering and other department processes
 Prepared and presented analysis for client meetings
 Advised clients with a Net Worth up to $100 million
Education
Texas A&M UniversityTexas A&M University
Bachelors: Accounting (GPA: 3.3) May 2001 – May 2005
Masters: Finance (GPA: 3.4) May 2005 – August 2006
College for Financial PlanningCollege for Financial Planning May 2004 – August 2004
 Completed 12 month course in 4 months
Certifications/DesignationsCertifications/Designations
Passed CFP Exam March 2005
Passed CPA Exam December 2007
Other Information
YAVO (Young Adult Volunteer Organization)YAVO (Young Adult Volunteer Organization) June 2007 - present
Founder
 Started a volunteer organization for young adults (500+ members currently)

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hargrove_resume (July 2015)

  • 1. Matt Hargrove 3108 Morning Dove, McKinney, TX 75070 214.592.5326  Matt.Hargrove5@gmail.com Work Experience 7 - Eleven7 - Eleven Feb 2015 – Present Senior Financial Analyst  Served as admin and developer for IBM Cognos TM1.  Designed and automated spreadsheets using TM1 / Excel interface, including writing Excel macros that saved hundreds of hours of work.  Wrote Excel macros for other departments that saved a combined 1,000 to 2,000 hours of work per year.  Committee member of 7-Eleven Young Professionals. Led the career development initiative through teaching Excel and Excel macro classes.  Trained other departments in TM1 and Excel interface of TM1. Metro PCSMetro PCS Feb 2011 – September 2014 Senior Business Analyst  Created, validated and redesigned various reports using SQL, Access, Excel and VBA macros.  Automated spreadsheets by writing macros for accounting, IT, finance and marketing departments. My original job responsibilities did not include these tasks but I quickly became the non-official Excel support person for most departments in the company, caused mainly from word of mouth. On a regular basis, I taught several coworkers advanced concepts and tools of Access, Excel and macros.  Created a testing framework matrix for new promotions. For example, one promotion we offered was a buy one, get one free phone deal. To make sure we were correctly charging customers for the promotion, I listed every type of situation that could happen (i.e. one person buying two phones, two people buying three phones, four people buying 2 phones and upgrading two other current phones, etc.). I then listed, based on the rules of the promotion, how much should be charged for each situation. I then found hundreds of real customer examples for each situation and validated, with an Excel macro, that they were being charged correctly. This analysis also revealed several situations in which customers could bypass the rules of the promotion. That information was helpful for the rules of future promotions.  Tested for errors on newly implemented software. An example of this is when we switched to Oracle to store all records and process all events. I was tasked with finding a way to definitively know if there were any errors in the new Oracle system. Without any previously built models to follow, I started by recreating all pertinent records as of a specific date. I then used SQL, Access and Excel by setting up rules for how every kind of event would flow through and change each data set. For example, an item being sold needed to increase the revenue and cost of goods sold data sets, as well as reduce inventory for that specific unit, etc. My parallel system was fully automated where an event would only need to be entered once and the effects on all data sets would automatically update. I had to show my managers how my system handled each step of the process. When a discrepancy was found between my system and the new Oracle system, my system would easily show where and why it occurred. Those items showed where and how the Oracle system needed to be changed I continued monitoring the Oracle system for errors by automating the new event input process. Any time the Oracle system was updated with new events, my system was updated as well. Each day I would compare my end results to that of the Oracle system. Silver Leaf ResortsSilver Leaf Resorts May 2009 – Feb 2011 Business Analyst  Utilized Access, Excel and written VBA code to data mine, prepare reports and analyze sales trends from completely unstructured data sets with hundreds of thousands of records, gathered from different departments. I used that cross- department information to develop new marketing and overall business strategies, such as the expected financial gains from hiring a set amount of additional call center employees, increasing mail advertisements or the best number of times to call a customer over a specified time frame.  Streamlined and automated Excel reports with VBA macros (have reduced time of projects by 90%)  Reviewed, debugged and improved processes and reports of other departments.
  • 2. Cole 2  Analyzed statistical trends of marketing programs and their effects on company financials. Tasked with searching for areas that management had not considered were contributing factors to the success or failure of the marketing programs.  Devised novel methods to find correlations between data sets, each containing a wide range of variables. One example was finding the causes for the success or failure of a promotional offer. With no supervisory direction, I decided which information would possibly have an effect (i.e. time of the year, demographics and past order history of customers, results from prior promotions, which resorts were offered, past success rates of employees in call center who pitched the promo, etc.). Then I designed reports to show how much effect each variable had on the subject in question. Finally, I communicated my results and methods to high level managers and VP’s, most of whom did not have much experience with Excel, Access or SQL.  Created lists of customers to contact for every call center employee. I used the information mentioned above, as well as additional data sets such as each call center employee’s call success rate for each resort, cross referenced against other data such as prior promotions, number of customers’ previous purchases, etc. I maximized the chance of successful calls by matching each customer to the resort, promotion, call center employee, time of year, etc. that most suited their distinct preferences. Tolleson Wealth ManagementTolleson Wealth Management April 2008 – May 2009 Analyst  Analyzed client-owned business financial statements  Improved and automated process of financial data collection and analysis  Prepared accounting and financial presentations based on clients’ businesses and overall economic analysis  Advised clients with a Net Worth up to $300 million  Tolleson was ranked as one of the top 20 firms in the country, based on the average net worth of clients Lee FinancialLee Financial July 2006 – April 2008 Analyst  Performed accounting, tax and economic analysis for clients’ personal and business finances  Prepared customized Excel models to project economic change of different financial assumptions  Designed and implemented an Excel model that allowed employees to easily find, categorize, rate, share and read summaries of any file saved on the company network  Streamlined data gathering and other department processes  Prepared and presented analysis for client meetings  Advised clients with a Net Worth up to $100 million Education Texas A&M UniversityTexas A&M University Bachelors: Accounting (GPA: 3.3) May 2001 – May 2005 Masters: Finance (GPA: 3.4) May 2005 – August 2006 College for Financial PlanningCollege for Financial Planning May 2004 – August 2004  Completed 12 month course in 4 months Certifications/DesignationsCertifications/Designations Passed CFP Exam March 2005 Passed CPA Exam December 2007 Other Information YAVO (Young Adult Volunteer Organization)YAVO (Young Adult Volunteer Organization) June 2007 - present Founder  Started a volunteer organization for young adults (500+ members currently)