Taylor Matthews

Taylor Matthews

About

Detail

Founder
El Granada, California, United States

Timeline

work
Job
school
Education

Résumé

Jobs verified_user 0% verified
  • Farther
    Founder
    Farther
    Mar 2019 - Current (7 years 7 months)
    Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.

    Find out more at www.farther.com
  • Essmart
    Co-Founder
    Essmart
    Feb 2012 - Current (14 years 8 months)
    - Built social enterprise focused on essential technology distribution in southern India, creating 40+ jobs across 6 distribution centers
    - Manage finance, marketing, legal, HR and accounting aspects of the business
    - Define business model and develop initiatives to support company expansion goals
  • ForUsAll
    Head of Account Management, Customer Success, and Business Operations
    ForUsAll
    Jul 2016 - Mar 2019 (2 years 9 months)
    - Grew company from $25m to $850m in assets in two years as member of the leadership team
    - Built and led Client Advisory team responsible for relationship management, customer success, and revenue retention of 350 clients representing 40,000 employees and $850m in assets
    - Developed and refined company sales, marketing, product, operational, and organizational strategy
    - Directed business development, acquisition strategy, and internal process improvements
  • ForUsAll
    Business Operations Lead
    ForUsAll
    Jul 2016 - Dec 2016 (6 months)
  • Deloitte
    Manager, Strategy and Operations
    Deloitte
    Feb 2016 - Jul 2016 (6 months)
    - Owned gap-to-peer, process optimization, service delivery model optimization, and systems implementation analyses that resulted in identified savings of ~$100M for Fortune 500 retailer
    - Directed project management for $40M+ global organizational transformation of Fortune 100 pharmaceutical company
    - Managed team to conduct brand valuation and licensing pricing model for top-tier luxury hotel brand
    - Conducted shared services assessment and identified savings of ~$25M for multi-national steel corporation
    - Executed PMO oversight and strategy integration for 26-workstream five-year strategy plan for Deloitte Global, directly supporting Global Chief Strategy Officer and Global Strategy and Operations Leader
    - Led M
  • Deloitte
    Senior Consultant, Strategy and Operations
    Deloitte
    Feb 2014 - Feb 2016 (2 years 1 month)
  • Barclays
    Summer Associate
    Barclays
    Jun 2012 - Aug 2012 (3 months)
    - Built financial models, client presentations, and Deal Approval Committee memorandums for two public company LBOs
    - Drafted S-1 on a lead-left IPO with client team
    - Created marketing materials and managed process for sell-side M&A deal
    - Led teams of Analysts and Summer Analysts in construction of client pitch books and an IPO positioning presentation
  • A
    Business Development
    AppStori
    Jan 2012 - Jun 2012 (6 months)
    - Develop relationships with Boston-area universities, business schools, and startups
  • Fidelity Consulting Group
    Senior Business Analyst
    Fidelity Consulting Group
    Aug 2009 - Jul 2011 (2 years)
    - Analyzed revenue leakage and built client flight risk model potentially saving Workforce Investing $4M
    - Conducted primary and secondary research on brokerage sales and service models and submitted recommendation on ideal service and product offering for expert investors to senior management
    - Led workstream and submitted proposal to transform the organization, compensation structure, and sales strategy of a Devonshire Investments portfolio company
    - Collaborated with Asset Management executives to design and manage near-term fixed income strategy
    - Led definition and implementation of performance metrics for Asset Management back office operations
    - Planned and executed deep dives on HR functions to prepare for
  • I
    Consultant
    International Fitness Training Institute
    Feb 2009 - Jul 2009 (6 months)
    - Created financial model, investor presentation, and private placement memorandum for Series B raise
    - Worked extensively with Chinese business partner to validate finances in the Chinese subsidiary
    - Facilitated capitalization table negotiations, produced company valuation, handled due diligence, and participated as acting CFO on investor calls
  • M
    Financial Analyst
    McNamee Lawrence Co
    Jul 2007 - Jan 2009 (1 year 7 months)
    - Built sophisticated valuation and merger models, board packs, and due diligence materials for private and public buy- and sell-side transactions
    - Constructed executive summaries, corporate presentations, detailed business models, and private placement memorandums for startup and established technology and clean technology companies
    - Extensively researched companies across the technology, media, and clean technology sectors
  • C
    Intern
    Centurion Holdings
    Jun 2006 - Aug 2006 (3 months)
    - Worked under former Chairman and CEO of UBS Financial Services Mr. Joseph Grano Jr. who taught aspects of private equity, operations, and finance in a tutorial setting
    - Executed research, finance, pricing, operations, and marketing projects for portfolio companies
  • P
    Legal Assistant
    Palmer Legal Staffing
    Jun 2005 - Aug 2005 (3 months)
    Used database software and aided partners in tasks up to the paralegal level
  • O
    Intern
    Office of Senator Joseph Lieberman
    Aug 2004
    - Co-drafted letter to Secretary of State Colin Powell
    - Handled constituent concerns about the Senator’s positions
  • O
    Intern
    Office of Congressman Eric Cantor
    Jun 2004 - Jul 2004 (2 months)
    - Compiled database of veteran service organizations in the Richmond area
    - Managed day-to-day office duties and met with constituents
Education verified_user 0% verified
  • MIT Sloan School of Management
    MBA
    MIT Sloan School of Management
    Jan 2011 - Jan 2013 (2 years 1 month)
    - Finance Club, Co-President; MIT Venture Capital Conference, Social Media Panel Lead; Avid member of Sloan Soccer Team
    - Founded or contributed to three startups in the crowd-funding, technology dissemination, and medical delivery spaces
  • Yale University
    BA, Philosophy, Political Science
    Yale University
    Jan 2003 - Jan 2007 (4 years 1 month)
Awards verified_user 0% verified
  • B
    Business Plan Competitions
    - Grand Prize Winner, Dell Social Innovation Innovation Challenge, June 2012
    - Winner, MIT IDEAS Global Challenge, May 2012
    - Finalist, Berkeley Global Social Venture Competition, April 2013
    - Finalist, Harvard President's Challenge Business Plan Competition, May 2012
    - Finalist, Harvard Business School Business Plan Competition, April 2012
    - Finalist, Tufts $100k Business Plan Competition, March 2012
    - Semi-Finalist, MIT $100K Business Plan Competition, May 2013
  • I
    Grand Prize Winner, ACG Cup Competition
    Issued by Association for Corporate Growth
    The ACG Cup is a case study competition designed to give students from leading MBA programs across the country real world experience and invaluable insights into mergers and acquisitions, investment banking, financial advisory and private equity.
  • I
    Certificate in Entrepreneurship & Innovation
    Issued by MIT Sloan School of Management
    For successful completion of the Entrepreneurship & Innovation Track within the MIT Sloan MBA program. Designed for MBA students who have a strong commitment to entrepreneurship, The E&I track focuses on launching and developing emerging technology companies. The track curriculum heavily emphasizes team practice linked to real-world entrepreneurial projects, balances theoretical and practitioner education, and provides a thorough exposure to the many building blocks of an entrepreneurial career.
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