Matthew Stapleton
Ortonville,MI
Summary
Dynamic and results-driven professional with a proven track record in financial management and data analysis. Excelled at Hantz Group by implementing strategic asset allocation models, boosting portfolio performance. Expert in leveraging Microsoft Excel for financial reporting and operational efficiency. Demonstrated ability to optimize operational efficiencies and profitability through insightful financial planning and analysis. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
17
17
years of professional experience
Work History
Amazon FBA Seller
Self-employed, Owner
01.2020 - 06.2024
- Analyzed sales data to forecast demand trends, enabling strategic decision-making for inventory management.
- Developed strategic online and offline partnerships to support fulfillment and direct sales programs.
- Managed financial tracking, inventory coordination and social media marketing.
Quality Control Inspector
Matrix
07.2018 - 12.2019
- Communicated with production team members about quality issues.
- Inspected quality of products, taking note of functionality, appearance and other specifications.
- Reported repeated issues to supervisors and other departments, collaborating to identify issue roots and rectify problems.
Online Retailer
Co-owner
01.2008 - 06.2018
- Analyzed sales data to identify trends and optimize pricing strategies, maximizing profitability without sacrificing customer satisfaction.
- Managed inventory levels effectively to minimize costs while ensuring product availability for customers at all times.
- Developed relationships with suppliers to facilitate timely delivery of products.
- Conducted regular competitor analysis to stay informed of industry trends and proactively adjust strategies as needed for continued growth.
Financial Planner
Hantz Group
06.2007 - 03.2008
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
Education
BBA - Finance
Walsh College
Troy, MI06.2007
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial Management
- General Ledger Management
- Financial statement analysis
- Data Analysis
- Financial data software
- Bookkeeping
Timeline
Amazon FBA Seller
Self-employed, Owner
01.2020 - 06.2024
Quality Control Inspector
Matrix
07.2018 - 12.2019
Online Retailer
Co-owner
01.2008 - 06.2018
Financial Planner
Hantz Group
06.2007 - 03.2008
BBA - Finance
Walsh College
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