1. Matthew W. Newman
MattNewman717@gmail.com
521 S. 7th
St. Unit #205
Minneapolis MN, 55415
Cell: 651-303-0593
Employment
Marsh & McLennan Agencies
Senior Accountant May 2014 – Present
 Regional office position responsible for the financial reporting of eleven offices to corporate.
 Responsible for monthly fixed asset reports for all offices, as well as converting the asset list of every new office
acquired to our system ensuring each is applied consistently and uniformly throughout the company.
 Responsible for preparing and analyzing the Net Commissions & Fees report & Contingent Income report
(profitability) on a monthly basis. This required analyzing current year to prior year for clients that meet a
predetermined dollar threshold for lost accounts, new business, and timing issues to evaluate if the company is on
track to meet yearly goals.
 Demonstrated the initiative to take on a special project for HR to reconcile all employee benefit accounts that had not
been monitored for twelve months. Worked directly with benefit carrier and payroll processor to clean accounts and
split into separate general ledger accounts.
 Controlled all incoming funds for the office ensuring each payment was applied to the correct account in a timely
manner. Managed all bank accounts, monitoring balances and wires on a daily basis. This required substantial
investigative skills, as money for all offices was feeding into one account and many wires did not have sufficient
detail.
 Reviewed and entered all journal entries for the region and reviewing all supporting documentation to ensure
accuracy of month end reporting.
 Created bank and general ledger reconciliations for monthly and quarterly deadlines on appropriate accounts. This
ensured consistent review of all accounts eliminating risk by identifying errors immediately.
 Managed account balances for all producers making sure none fell below projected forecasts and adjusting payouts
to eliminate surplus/deficits at year end. This required providing updated monthly reports with year over year status
compared to year end goals.
 Worked closely with management to create forecast for Profit and Loss reports. Consolidated data on a monthly basis
for entire region reviewing for errors and areas of risk.
 Found new ways to improve processes by creating new macro and learning new excel skills. Served on a special
committee to identify deficient processes and internal areas for improvement to improve efficiencies within the
company.
Salo
Staff Accountant Marsh & McLennan Agencies Nov 2013 – May 2014
 Demonstrated skills as a quick leaner and was brought on pre system conversion to assist in the change.
Jr. Accountant Epilepsy Foundation of Minnesota June 2013 – Oct 2013
 Assumed responsibility for major accounting roles for the company including payroll, invoices, and managing the
general ledger.
 Identified areas for improvement and implemented new procedures.
Contractor MoneyGram – Partner setup September 2012 – June 2013
 Weekly audits on setup locations to ensure agent received correct commissions, resulting in a reduced liability.
 Was able to help Money Gram get back within their 3-day compliance period for New Loc/Div and was able to keep
them there through my contract.
Oilerie St. Paul
Manager August 2011 – September 2012
 Created forecasts to accommodate for an unreliable international shipping schedule.
 Analyzed weekly, monthly, and seasonal sales reports to identify trends and make purchasing decisions.
 Optimized marketing strategies through social media and branding. Generated geographical market research studies
using zip codes, allowing us launch a cost effective marketing campaign.
Lender Processing Services May 2009 – June 2011
Manager – Post Implementations
 Responsibilities were divided between testing and validating company’s software product prior to being released and
travelling to client’s offices nationwide to provide onsite training and technical assistance.
 Identified issues that would hinder the flow of data, and collaborated with IT to determine the best course of action to
correct it.
 Communicated details of software implementations to mid-level executives in multiple financial institutions throughout
the country. Acted as point of contact for troubleshooting during transition phase.
Education
 Graduated May 2008 – Regis University, Denver CO.
o Bachelor’s degree in business, emphasis in finance. Minor in visual arts, emphasis in photography.
Licenses
 Completed Aug 2008: Minnesota State Securities License Series 6 and Series 63. (Inactive) and Minnesota State
Insurance License, Accident and Health, Life, Var. Life and Var. Annuities. (Lapsed)