Gabriel Matos

Background

About Gabriel Matos

Dynamic financial services consultant with expertise in regulatory reporting, corporate finance, and business transformation across leading financial institutions. Experienced in equity analysis, financial modeling, and wealth management planning with strong technical proficiency in Excel, FactSet, R, and Stata, with a FINRA SIE certification and active pursuit of the CFA designation. Recognized for analytical rigor, collaborative problem-solving, and the ability to translate complex financial data into actionable insights for executives and stakeholders. Strong background in consulting engagements, client solutions, and process improvement, with hands-on experience supporting regulatory compliance, and strategic reporting initiatives. Passionate about applying finance expertise to drive measurable business results, optimize compliance practices, and create value in investment and consulting environments. Open to opportunities in financial services, consulting, or investment strategy where technical skill, adaptability, and business acumen can contribute to long-term organizational success. Let’s connect to explore opportunities for collaboration and impact. I hold a B.S. in Finance from Indiana University's Kelley School of Business, with co-majors in International Business and Business Analytics, with an international study in Madrid.I've completed a CFP-sponsored externship, building comprehensive financial plans using tools like Morningstar, Emoney, and Redtail. I bring a blend of strategic thinking, technical skill, and hands-on execution—whether it's building executive-ready presentations, improving reporting workflows, or working with cross-functional teams. I'm currently exploring new opportunities in financial analysis, FP & A, or investment-focused roles where I can continue solving complex problems and driving meaningful outcomes.