Matthew Wallace

Translated complex regulatory requirements into Jira user stories and acceptance-tested reporting enhancements in an Agile/Scrum environment. Authored multi-source regulatory presentations for senior leadership and applied AI tools to improve forecast accuracy while reducing manual effort.

Served as resident data SME and product owner for enterprise seat demand forecasting supporting ~80,000 employees across a dozen markets. Designed multi-dimensional data collection templates, built automated consolidation/distribution pipelines with Python, and produced 3-year quarterly headcount projections for SLT real estate decisions.

Owned the full lifecycle of a vendor risk analytics dashboard product that grew from concept to 200 users across two lines of business. Implemented Alteryx to replace a 2-day manual Excel transformation with automated connections and QA workflows, and created tailored Tableau views for executive, vendor manager, and compliance audiences.

Partnered with project teams to classify software development work as capitalizable asset creation vs. in-year expense, ensuring accurate expense recognition and audit readiness. Managed a quarterly portfolio of 6+ programs and supported 50+ programs representing $660MM in annual investment and $130MM in annual capitalization.

Helped transition the team from Waterfall to Agile and delivered an audit-driven compliance solution that resolved a Reg W control gap in transaction processing. Wrote user stories and acceptance criteria for the Four Eye Review, including immutable chain-of-custody metadata (submission timestamps and approver identity), and maintained the roadmap and milestone tracker through deployment.

Led the $642B monthly forecast process end-to-end across commercial, corporate, and GCIB loan portfolios as a departmental SME. Coordinated CCAR stress testing, executed global credit spread normalization with anomaly detection, and managed funds transfer pricing processes with FX components.

Managed a $217MM combined software and storage P&L and translated technical cost structures into executive-ready financial strategy. Co-led financial modeling and executive communications for a $4.1B IBM software contract renewal and improved forecast process consistency through standardized financial work papers.

Served as the sole financial analyst embedded within IT, validating cost-benefit analyses for 10+ annual software and hardware projects before CFO approval. Managed end-to-end vendor contract administration (RFPs and MSAs) and implemented the enterprise software capitalization process.

Improved cartons-delivered-per-hour KPI by ~40% in six months while managing a $10MM annual budget and a 12-person team across North and South Carolina. Directed day-to-day transportation operations and third-party coordination to drive measurable performance gains.

Identified $7.5MM in annual cost savings by consolidating vendor contracts into two Master Services Agreements covering US East/Gulf and West Coast operations. Coordinated vessel operations at the Port of Houston with longshoreman crews, US Customs, port agents, and third-party vendors.

Earned a B.S. in Logistics & Transportation from the University of Tennessee, Knoxville.

Completed MAGNET training with a certificate in International Port Management at North West Kent College in England.

Earned a B.S. in Finance from the University of Tennessee, Knoxville.