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Matt Lerner

Director of Implementation & Director of Financial Planning and Analysis

Matt Lerner joined SMS Assist in December 2013 and currently serves as director of implementation, responsible for onboarding new clients and ensuring client satisfaction following SMS Assist platform adoption. He also serves as director of financial planning and analysis leading the forecasting and budgeting processes for SMS Assist.

Prior to SMS Assist Matt spent more than a decade in finance and research, helping global corporations improve forecasting and reporting critical to their financial performance. Previously, as associate director of financial planning and analysis for UBS Global Asset Management, he supported bottom line improvement through the effective application of financial controls, accurate forecasting and intelligent reporting. Before that, as a senior financial analyst for Coca-Cola Enterprises and as a research analyst for Deloitte & Touche, Matt focused on the continual improvement of forecast accuracy and data integrity to enhance and refine organizational financial performance.

Matt holds a bachelor’s degree in finance from Southern Methodist University and an MBA from the University of Chicago Booth School of Business, with concentrations in finance, economics, econometrics and statistics.