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Matthew M. Lugar
[email protected]
I am seeking a position in corporate finance or a related field that would take advantage of my strong business, finance, and
technical background and provide me additional opportunities to expand my knowledge and experience base.
Allied Financial and Consulting Services 1999-Present
Business Analyst, Business Consulting Division
- Instrumental in the planning, development, and creation of the Business Consulting division within the company
along with the President and Managing Director. After a full year, company revenues improved substantially due in
large part to the initial success of the Consulting Division.
- Developed short and long-term financial models and forecasts for small businesses and start-up level companies.
- Lead manager involved with business plan development, analysis, and implementation on all consulting projects.
- Responsible for managing all stages of projects and coordinating activities with outside consultants and other
individuals involved in the projects.
Operations Manager, Wealth Management Division
- Highly involved in many aspects of the investment decision-making process, using various internal software and
web-based management tools.
- Managed and prepared detailed reports on client asset portfolios.
- Implemented new software for database management, portfolio reporting, and billing.
- Maintained Windows NT network and twelve workstations.
- Assisted five brokers/planners as necessary with research, business development, and client financial planning
using software such as Allocation Master, Portax, and Ibbotson Allocation Software.
Azusa Pacific University, Accelerated Degree Program and Undergraduate School of Business 2001-Present
Assistant Professor-Managerial Economics, Strategy and Planning
- Assisted adjunct professor with all aspects of teaching in the areas of Managerial Economics and Strategic Planning
including class presentations and discussions, syllabus and class development, research, and recruitment of guest
speakers.
- Presentations and Lectures included the following:
- Investments and Personal Finance
on an Economic Level
- Budgeting and Corporate Strategy
- The Six Sigma Process
- Mergers and Acquisitions: Their use in
Corporate Strategy
- Strategy for the Small Business
- Writing a Successful Business Plan
Azusa Pacific University, Board of Trustees 2000
Research Analyst (Consulting Project)
- Contracted by Finance Committee to research various issues related to the financial aspects of the University.
- Identified potential financial risk and suggested possible solutions to current problems with the under-funded
university endowment using basic financial forecasting and modeling.
- Responsible for gathering data on budgetary issues and alumni donations.
- Reported directly to head of Finance Committee; organized and presented findings that affected the investment
policy of the endowment and the budget.
Additional work experience provided upon request.
Azusa Pacific University
Bachelor of Arts: Business Administration (emphasis in Finance)
May 2000
UCLA-Extension
Post-Undergrad Finance and Business Courses
Current
- Advanced Financial Statement Analysis
- Corporate Budgeting and Financial Planning
- Advanced Managerial Finance
- Workflow and Process Control
- Project Management
Advanced Knowledge: All MS-Office software, Windows and OS (Mac) operating systems, all web browsing tools (IE and
Netscape), MS-Outlook, MS-Project, Norton Antivirus, McAfee Virusscan, pcAnywhere, Quicken, Quickbooks, Adobe
Acrobat, ACT!, Client Data Systems, Morningstar, Weisenberger Suite, Centerpiece Portfolio Management, EZ Money
Financial Planner, Allocation Master, Naviplan
Working Knowledge: Photoshop, Pagemaker, Basic HTML, File Maker Pro, MS-Access, Advanced Business Valuation 6, Crystal Ball
Financial Forecaster, Portax, TimeValue, basic NT skills, basic network administration skills
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