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Matthew N. Salesforce, CRM and Financial Platforms

My name is Matthew N. and I have over 1 year of experience in the tech industry. I specialize in the following technologies: Salesforce, Salesforce CRM, Salesforce Sales Cloud, Salesforce App Development, Salesforce CPQ, etc.. I hold a degree in Bachelor of Accountancy (BAcc), Master of Accountancy (MAcc). Some of the notable projects I've worked on include: Civil Bank Loan Application, Fire Safety Manufacturer & Distributor, Private Equity Financial Consolidation & Business Analytics Platform, Equine Federation Financial Planning & Analysis Platform. I am based in Royal Palm Beach, United States. I've successfully completed 4 projects while developing at Softaims.

Information integrity and application security are my highest priorities in development. I implement robust validation, encryption, and authorization mechanisms to protect sensitive data and ensure compliance. I am experienced in identifying and mitigating common security vulnerabilities in both new and existing applications.

My work methodology involves rigorous testing—at the unit, integration, and security levels—to guarantee the stability and trustworthiness of the solutions I build. At Softaims, this dedication to security forms the basis for client trust and platform reliability.

I consistently monitor and improve system performance, utilizing metrics to drive optimization efforts. I'm motivated by the challenge of creating ultra-reliable systems that safeguard client assets and user data.

Main technologies

  • Salesforce, CRM and Financial Platforms

    1 year

  • Salesforce

    1 Year

  • Salesforce CRM

    1 Year

  • Salesforce Sales Cloud

    1 Year

Additional skills

  • Salesforce
  • Salesforce CRM
  • Salesforce Sales Cloud
  • Salesforce App Development
  • Salesforce CPQ
  • Salesforce Lightning
  • Salesforce Service Cloud
  • Financial Analysis & Valuation
  • Financial Consulting
  • Salesforce Einstein
  • Microsoft Power BI
  • Microsoft Excel
  • Sales Consulting
  • Salesforce Marketing Cloud
  • Salesforce Marketing GPT

Direct hire

Potentially possible

Previous Company

Florida Atlantic University

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Experience Highlights

Civil Bank Loan Application

Developed a streamlined Loan Application System for Civil Bank, simplifying loan processing and ensuring accuracy and compliance. Key Deliverables: - Configured record types, page layouts, and valid

Fire Safety Manufacturer & Distributor

For a fire safety distributor, we designed and implemented a streamlined sales process in Salesforce, integrating QuickBooks and Shopify for a seamless quote-to-cash workflow. This included CRM automa

Private Equity Financial Consolidation & Business Analytics Platform

A private equity group sought deeper insights into their portfolio companies and needed a solution to centralize financial data. We developed a custom financial consolidation tool that aggregated data

Equine Federation Financial Planning & Analysis Platform

A leading equine federation needed a financial planning & analysis (FP&A) platform to optimize revenue tracking, business segmentation, and forecasting. We built a comprehensive financial model and st

Education

  • University of Florida

    Bachelor of Accountancy (BAcc) in

    2017-01-01-2021-01-01

  • Florida Atlantic University

    Master of Accountancy (MAcc) in

    2023-01-01-2024-01-01

Languages

  • German (Conversational)
  • English (Native or Bilingual)
  • Spanish (Native or Bilingual)
  • Vietnamese (Conversational)