Matthew Paz Email & Phone Number
Regional Director @ IDMWORKS
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Matthew Paz Location
- Middletown, NJ, US
Matthew Paz Work
- 2025 -now Regional Director @
- 2022 -2025 Enterprise Account Executive @
- 2017 -2022 Senior Sales Executive, CCH Software @
- 2012 -2017 District Sales Manager - Retirement Services @
- 2011 -2012 Analyst, Financial Planning and Analysis @
- 2007 -2011 Financial Analyst @
- 2006 -2007 Investment Analyst and Investment Committee Secretary @ RegentAtlantic Capital, LLC
Matthew Paz Education
- Fairleigh Dickinson University
BS (Finance)
2002-2005
Matthew Paz Skills
- Financial Modeling
- Retirement Planning
- 401k
- Asset Allocation
- Microsoft Excel
- Salesforce
- Budgets
- Analysis
- Forecasting
- Strategic Financial Planning
- Financial Analysis
- Risk Management
- Mergers & Acquisitions
- Process Improvement
- Managerial Finance
- SAP
- Financial Reporting
- Variance Analysis
- Salesforce.com
- Accounting
- Financial Services
- Business Analysis
- Business Planning
- Investments
- Portfolio Management
- Corporate Finance
- Sarbanes-Oxley Act
- Business Process Improvement
- Executive Management
- Hyperion Enterprise
- Due Diligence
- Financial Planning
- Budgeting
- Management
- Sales
- Business Development
- Account Management
- Sales Process
- Retirement Services
- Business Process
- Sarbanes Oxley Act
- Strategic Financial
- Mergers and Acquisitions
- Services
Matthew Paz Summary
- Matthew Paz, based in Middletown, NJ, US, is currently a Regional Director at IDMWORKS. Matthew Paz brings experience from previous roles at Oxford Computer Group US, Wolters Kluwer Tax & Accounting US, ADP and Dun & Bradstreet. Matthew Paz holds a 2002 - 2005 BS in Finance @ Fairleigh Dickinson University. With a robust skill set that includes Financial Modeling, Retirement Planning, 401k, Asset Allocation, Microsoft Excel and more. Matthew Paz has 1 emails and 1 mobile phone numbers on RocketReach.
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