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Matt Lerner

Vice President of Business Analytics

Matt Lerner joined SMS Assist in December 2013 and currently serves as vice president of business analytics. Matt owns the processes related to sales data and analytics. He and his team support the sales organization by identifying ways to please more customers and improve customer retention by using the results from data analytics and value assessments.

Prior to SMS Assist, Matt spent more than a decade working in finance and research, helping global corporations improve forecasting and reporting that was 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. Matt also focused on the continual improvement of forecast accuracy and data integrity to enhance and refine organizational financial performance as a Senior Financial Analyst for Coca-Cola Enterprises and a Research Analyst for Deloitte & Touche.

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.