Professional Overview
Matthew Bedard is a seasoned financial executive currently serving as the Director of Financial Planning and Analytics in Boston, MA. With a strong background in finance and analytics, his key expertise areas include financial planning, asset management, and data analysis, with a primary industry focus on senior living and financial services.
Experience Summary
Current Role
As the Director of Financial Planning and Analytics at Advocates, Matthew is responsible for leading financial planning and analysis efforts, driving business growth through data-driven insights, and overseeing asset management strategies. His key responsibilities include developing and implementing comprehensive financial plans, analyzing market trends, and collaborating with cross-functional teams to achieve business objectives. Notably, his current role has a significant impact on the senior living industry, where data-driven decision making is crucial for operational efficiency and resident care.
Career Progression
Matthew's career trajectory showcases consistent growth and a deepening of expertise in financial planning and analysis. Notable previous roles include Director of Asset Management at Benchmark Senior Living, Financial Planning and Analysis Director at LCB Senior Living, LLC, and various progressive positions at Brown Brothers Harriman. Key achievements and contributions include developing and implementing financial models that improved forecasting accuracy, leading cross-functional teams in change management initiatives, and enhancing financial reporting systems for better transparency and compliance.
Academic Background
Matthew holds a Master of Business Administration (MBA) in Finance from Northeastern University, complemented by a Master's Degree in Finance/Healthcare. His undergraduate degree is a B.A in Accounting from Assumption College. This academic background provides a solid foundation in finance, accounting, and healthcare, which has been pivotal in his professional success.
Areas of Expertise
Matthew's areas of expertise encompass industry-specific skills such as financial planning, budgeting, and asset management within the senior living and financial services sectors. His technical competencies include financial modeling, data analysis, and financial reporting. Additionally, he possesses strong leadership and management capabilities, having led teams in various capacities throughout his career.
Professional Impact
Matthew has been involved in numerous projects and initiatives aimed at improving financial operations and strategic planning. While specific metrics are not available, his contributions to enhancing financial planning processes, leading teams through change, and improving data analysis capabilities have significantly impacted the organizations he has served. His dedication to the senior living industry, in particular, has focused on ensuring that financial decisions support the highest quality of care and services.
Conclusion
Matthew Bedard's professional trajectory is marked by a steady ascent in responsibilities and impact within the financial planning and analytics domain. Currently focused on driving strategic financial planning at Advocates, he brings a unique blend of financial acumen, industry insight, and leadership capabilities. His value proposition lies in his ability to leverage data-driven insights to inform business decisions, enhance operational efficiencies, and contribute to the growth and success of his organization.
