William B. Matthews has over 15 years of experience in business analysis, project management, risk assessment, and data analysis in the insurance and financial services industries. He holds an MBA in Finance and a BS in Marketing. His technical skills include Tableau, SharePoint, SAP, Microsoft Office, Oracle, and Crystal Reports. Currently he is a Business Information Analyst at Wells Fargo where he develops reports and conducts analyses to support various teams. Previously he held data analyst roles at Sedgwick and Allstate Insurance where he prepared reports, evaluated claims coding, and conducted pricing and risk analysis.

1. William B. Matthews
Charlotte, NC ▫ (H) 980.859.0603 ▫ (C) 404.964.8783 Matthewsw66@hotmail.com
Business Analyst with over 15 years of experience in the insurance and financial service industries. Proven
achievement in financial analysis, product marketing and risk assessment. Experience in high-technology solutions.
Worked closely with various project stakeholders, SMEs, and staff to understand and document business
requirements, functional requirements, and design specifications for new applications.
Core Strengths
Project Management Risk Assessment
Data Analysis Business Process and Improvement
Competitive Intelligence Employee Education and Training
Access Database Programming Oracle Database Management
Technical System Support Revenue and Cost Forecasting
Education
MBA - Masters of Business Administration, Finance, DePaul University
BS - Bachelors of Science, Marketing, University of Illinois
Skills
Tableau Data Visualization, SharePoint Development
SAP Business Intelligence (BI), ECC, PPM
Microsoft Access, Excel, SQL Server, VBA, Macros, Pivot Tables, VLOOKUP
Oracle DBA, SQL, PL/SQL
Technical: A+ Computer Technician Certification, Unix, Visual Basic, HTML.
Reporting: Crystal Reports.
PROFESSIONAL SUMMARY
Wells Fargo, Charlotte, NC (2015 - Current)
Business Information Analyst (Contractor – Talent Bridge)
Provide business information, analytical advice and decision support for the property management, project
management and sustainability teams in the Corporate Properties Group. Responsible for developing
reports and conducting analyses on a wide variety of issues using various sources of business data and
communicating findings and interpretations/observations to key stakeholders.
 Gathered business requirements for operational reports and analysis by conducting detailed interviews
with business users, stakeholders, and Subject Matter Experts (SME’s)
 Develop/improve business information reports to help internal customers meet their goals.
 Assisted with data analysis, interpretation, correction and document presentation for internal customer of
the CPG.
 Prepared project progress report dashboards and resource allocation reports and analysis for management
on an ongoing basis using Tableau.
 Development of internal Microsoft SharePoint sites for the Corporate Properties Group
 Created, tested, various SharePoint websites including creating document libraries, lists, links to other web
sites and their content using SharePoint 2013.
Sedgwick, Charlotte, NC (2011 – 2015)
Continued...

2. William B. Matthews
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Data Analyst
Responsible for data accuracy and integrity. Prepared and distributed reports to national retail client. Handled
account worth $100 million.
 Evaluated coding quality and developed criteria to reduce generalized liability claims for client, created
savings to client. Completed ad hoc reports on schedule and provided data analysis prior to delivery to
client’s management.
 Experience with demand planning for mass retail accounts.
 Develop and deliver comprehensive metrics to report claims issues.
 Maintained data base, and created exception reports to identify fields of incorrect data.
ALLSTATE INSURANCE COMPANY, Atlanta, GA (2007- 2010)
Product Management Consultant
Price and product development implementation. Data Analysis and Risk Management of personal lines Automobile,
Home, and all P&C Specialty lines insurance products. Develop and implement strategies that ensure profitable
growth at the Agency, Market and State level.
 Increase market share by using market competitive intelligence.
 Develop strategies to improve product performance and premium development.
MCKESSON PROVIDER TECHNOLOGIES, Alpharetta, GA (2002-2006)
Product Support Analyst
Front-line support for all incoming work orders and monitored critical patient support systems for major national
hospitals. First point of contact for support incidents, as well as end-user instruction.
 Analyzed problems with software applications to identify problem area(s) and recommend corrective
action.
 Investigated and resolved 90% of first-level inquiries utilizing technical knowledge and on-line knowledge
base.
 Assisted customers in the backup and restore process of critical systems to minimize downtime.
AETNA, INC., Alpharetta, Georgia (1997-2002)
Regional Trainer
Developed, administered, and implemented the training program for the 100+ strong Financial Underwriting
Department.
 Instructed new hires and existing employees on the financial analysis, rating methodologies,
 risk assessment, claim development, and computer systems needed to perform their job functions.
 Instrumental in improving rating accuracy and profitability for the Underwriting Department.
 Used instructional technology to deliver presentations.
Financial Underwriting Consultant
Identified and evaluated the risks, finding acceptable means for managing these risks, explaining the risks and the
control measures and developing customer specific premium rates, reserves and accounting reports.
 Performed accurate financial analysis for group health insurance customers.

3. William B. Matthews
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 Produced financial products, and provided service contributing to the profitability of the account, revenue
growth, member growth, and customer satisfaction.
 Monitored claims experience, estimate expenses, pooling, and provided revision quotes.