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Finance Prof + Ex Wall St Analyst: Pass Your Class or FINRA Exam
Matthew P.

5.0 (110 ratings)

203 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $109
Contact Matthew
Response time: 30 minutes

About Matthew

Bio

Before we meet, send me your syllabus, class presentations, problem set, exam review sheet or exam outline. I read it first. You leave session one with a written study plan for the weeks you have left and a cheat sheet built in your professor's notation or around the rules on your exam.

I work one idea at a time. I do a full example, then you do the next one out loud while I watch for where it breaks. I define every term in plain English and write variables in words as well as symbols....

Before we meet, send me your syllabus, class presentations, problem set, exam review sheet or exam outline. I read it first. You leave session one with a written study plan for the weeks you have left and a cheat sheet built in your professor's notation or around the rules on your exam.

I work one idea at a time. I do a full example, then you do the next one out loud while I watch for where it breaks. I define every term in plain English and write variables in words as well as symbols.

What I help with most: undergraduate and MBA finance (time value of money, NPV, WACC, CAPM, bonds and valuation), financial and managerial accounting, micro and macroeconomics, MBA case and modeling work, the SIE and Series exams, GMAT quant, and breaking into a finance career.

Why me. I built and taught Investments and Financial Management to over 350 students at the University of North Florida and was nominated most impactful professor two semesters in a row. I spent over 6 years as an equity research analyst at UBS and Susquehanna building the models and valuations your textbook describes, over two years as a FINRA examiner, and time at the Philadelphia Fed analyzing bank data, and I led investor relations at a NYSE listed company. I hold a BBA in Finance from Temple and an MBA in Quantitative Finance from NYU Stern, passed CFA Level I, and have held the Series 7, 63, 65, 86 and 87.

Send the syllabus, your exam date, or the problem you are stuck on, and I will reply with how I would use the first hour. Refer a friend who completes two sessions and your next session is free.

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Education

Temple University
Finance
New York University
MBA

Policies

  • Hourly Rate: $109
  • Rate details: Group rates: 2 students $70 each, 3 students $60 each, same class. FINRA exams have special pricing, so please reach out. 1 hr min. Cancellations under 24 hrs are charged in full.
  • Lesson cancellation: 24 hours notice required

  • Background check passed on 10/19/2026

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Business

For business strategy, management, entrepreneurship and intro business courses, undergrad and MBA. Send the case or assignment and I show you how the framework plays out at a real company, then you apply it yourself. I have built and presented growth and market expansion strategy to C suite leadership, done freelance strategy consulting for outdoor recreation and airline companies, and spent over 6 years as a Wall Street equity research analyst studying how companies compete and make money. I taught at the Coggin College of Business at the University of North Florida, where students nominated me most impactful professor in back to back semesters.
Career Development

Career Development

For students and early career professionals trying to break into investment banking, equity research, asset management, corporate finance or investor relations. We work your resume line by line, run mock interviews with real technical and fit questions, and build an outreach plan for the firms you want. I have worked as an equity research analyst at UBS and Susquehanna, a FINRA examiner, a Federal Reserve analyst and interim head of investor relations at a NYSE listed company, mentoring junior analysts along the way. At the University of North Florida I built a Wall Street speaker series with practitioners from RBC, Macquarie, Jefferies and UBS and helped a former student land a job on Wall Street.
CFA

CFA

For CFA Level I candidates, especially in equity, fixed income, financial statement analysis and corporate issuers. We start from your mock exam results, find the topics costing you the most points, and work those question types until the setup is automatic, with a formula sheet built around your weak areas. I passed CFA Level I, hold an MBA in Quantitative Finance from NYU Stern, and spent over 6 years as an equity research analyst at UBS and Susquehanna using valuation, financial statement analysis and fixed income math every day.
Finance

Finance

For Financial Management, Corporate Finance and Investments courses, undergrad and MBA. Send the problem set and I build the session around the exact problem types on your next exam: time value of money, NPV and IRR, WACC, CAPM, bond pricing and stock valuation. You leave with a cheat sheet in your professor's notation and a study plan for the weeks before the exam. I built and taught Investments and Financial Management to over 350 students at the University of North Florida, and as an equity research analyst at UBS and Susquehanna I built three statement models, DCFs and comparables for public companies. I hold an MBA in Quantitative Finance from NYU Stern and passed CFA Level I.
Financial Accounting

Financial Accounting

For first year and intermediate accounting, accounting and non accounting majors, undergrad and MBA. We work the statement linkages, journal entries, and the adjusting and closing entries that show up on every exam, using your textbook's problems, one problem type at a time until you can set it up cold. As an equity research analyst at UBS and Susquehanna I built and maintained three statement models for public companies and led a multi year analysis of GAAP versus adjusted earnings. As a FINRA examiner and Federal Reserve analyst I reviewed financial records and filings and identified over 350 million dollars in misreporting, so I can show you where the numbers connect and where they hide. My NYU Stern MBA included an Accounting concentration.
GMAT

GMAT

For test takers who need to raise their Quant and Data Insights scores. We start from your official practice test results, find the question types costing you the most points, and build a repeatable setup for each one, plus timing rules for test day. I scored in the 90th percentile on the GMAT and used it to get into NYU Stern, where I earned an MBA in Quantitative Finance, and my career since has been applied math and modeling as a Wall Street equity research analyst. I can help with Verbal too, but Quant and Data Insights are where I add the most.
Macroeconomics

Macroeconomics

For Principles of Macroeconomics, intermediate macro and MBA macro. Send the problem set or review sheet and we work the models your exam tests: GDP and inflation, aggregate demand and supply, the money market, monetary and fiscal policy, and exchange rates, with every graph drawn step by step. I analyzed member bank data at the Federal Reserve Bank of Philadelphia for trend reports submitted to the Board of Governors, then built macro and consumer spending research as an equity research analyst at UBS and Susquehanna. I minored in Economics at Temple and hold an MBA in Quantitative Finance from NYU Stern.
Managerial Accounting

Managerial Accounting

For cost accounting and managerial accounting courses, undergrad and MBA. We work cost behavior, cost volume profit, budgeting, variance analysis and capital budgeting using your textbook's problems, one problem type at a time until you can set it up cold. At UBS I built margin bridges, cost structure analysis and sensitivity models around commodity costs, pricing and volume, the same cost volume profit logic your course teaches. My NYU Stern MBA included an Accounting concentration, and I have built business cases and capital allocation analysis for C suite leadership.
Marketing

Marketing

For marketing research, consumer behavior and brand messaging courses, undergrad and MBA. I am strongest on the research and messaging side rather than campaign execution: survey design, reading consumer data, competitive positioning and building a clear narrative. As an equity research analyst at UBS and Susquehanna I led consumer surveys on spending, product preferences and competitive positioning, and as interim head of investor relations at a NYSE listed company I ran external messaging, investor presentations and market perception studies. I hold an MBA in Quantitative Finance from NYU Stern.
MBA

MBA

For MBA corporate finance, valuation, investments and financial modeling courses, full time, part time or executive. Send the case, model or problem set and we work it the way your professor grades it, then build a cheat sheet in your course notation. I earned an MBA in Quantitative Finance from NYU Stern, where I was a teaching assistant and an analyst for the Michael Price Student Investment Fund, and spent over 6 years building three statement models and valuations as an equity research analyst at UBS and Susquehanna. I later led investor relations at a NYSE listed company, taught Investments and Financial Management to over 350 students at the University of North Florida, and guest lectured graduate students in Foundations of FinTech.
Microeconomics

Microeconomics

For Principles of Microeconomics, intermediate micro and MBA managerial economics. Send the problem set or exam review sheet and we work the graphs and problem types your professor tests: supply and demand shifts, elasticity, consumer choice, cost curves, market structures and price discrimination. I draw every graph step by step and you redraw the next one yourself, because most micro exam points are lost on a misplaced curve, not on the math. I minored in Economics at Temple, analyzed bank data at the Federal Reserve Bank of Philadelphia, and as an equity research analyst at UBS and Susquehanna I built pricing, elasticity and cost structure models for public companies, so I can show you how these ideas set real prices and margins.
Series 63

Series 63

For candidates who need the Series 63 to start a job or complete a registration. The 63 is mostly state law and ethics, so we drill the definitions, registration rules and prohibited practices the exam leans on, using your practice exam results to target the weak sections. Between sessions you get a one page rules sheet per topic. I held the Series 63 along with the 7, 65, 86 and 87, and I spent over two years as a FINRA examiner reviewing broker dealers' sales practices and compliance.
Series 65

Series 65

For candidates with a test date and a job riding on it. We start from your practice exam scores, find the two or three sections costing you the most points, usually suitability, investment adviser regulation, portfolio math and the economics questions, and drill those with the decision rules the exam actually uses. Between sessions you get a one page rules sheet per topic. I spent over two years as a FINRA examiner reviewing investment advisers for the same suitability and compliance standards the Series 65 tests, have held the 7, 63, 65, 86 and 87, passed CFA Level I, and hold an MBA in Quantitative Finance from NYU Stern.
Series 66

Series 66

For candidates with a test date and a job riding on the Series 66. We start from your practice exam scores, find the sections costing you the most points, usually state regulation, adviser ethics and suitability, and drill them with the decision rules the exam actually uses. Between sessions you get a one page rules sheet per topic. I have held the Series 63 and 65, which together cover the material on the 66, and I spent over two years as a FINRA examiner reviewing client suitability and investment adviser compliance.
Series 7

Series 7

For candidates with a test date and a job riding on it. We start from your practice exam scores, find the two or three sections costing you the most points, usually options, margin, suitability and municipal debt, and drill those with the decision rules the exam actually uses. Between sessions you get a one page rules sheet per topic. I spent over two years as a FINRA examiner reviewing broker dealers' trading, sales practices and compliance, the same rules the Series 7 tests, have held the 7, 63, 65, 86 and 87, and spent over 6 years as an equity research analyst at UBS and Susquehanna.
SIE Exam (Securities)

SIE Exam (Securities)

For candidates with a test date and a job offer waiting on the SIE. We start from your practice exam scores, find the two or three sections costing you the most points, usually options, bonds, customer accounts and prohibited practices, and drill those with the decision rules the exam actually uses. Between sessions you get a one page rules sheet per topic. I spent over two years as a FINRA examiner reviewing broker dealers for the same regulations, market structure and prohibited practices the SIE tests, hold the SIE and have held the Series 7, 63, 65, 86 and 87, and spent over 6 years as an equity research analyst at UBS and Susquehanna.
Study Skills

Study Skills

For college and license exam students who read slowly, have dyslexia, or freeze when the numbers start moving. I turn your syllabus or exam outline into a written study plan and a cheat sheet built for how you read: short lines, one idea per block, terms in plain English, and every variable written in words as well as symbols. In session I work one idea at a time, do a full example, then have you do the next one out loud while I watch for where it breaks. I build these plans for my finance, accounting and FINRA exam students, and I taught over 350 students at the University of North Florida.
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Ratings and Reviews

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Reviews

Best finance tutor!!

I started finance knowing nothing and finished with an A. Matt spent hours with me, made tons of custom practice questions and study guides, and explained everything until it made sense. Highly recommend!

Natalie, 9 lessons with Matthew

Great Teacher and well organized

Matthew is a very smart and caring tutor. He is helping me understand some challenging concepts well. I highly recommend Matthew.

Troy, 8 lessons with Matthew

Helped Me Pass

Ran through and gave me great feedback on content. Really great when it came through material I didn't know. Any topics he knows. Really great guy and down to earth when it comes to understanding everything. It does't matter where your'e at.

Zachary, 6 lessons with Matthew

Knowledgeable and down-to-earth

Matthew has been fantastic! He does an excellent job breaking down difficult Microeconomics concepts into simple, easy-to-understand explanations. He is incredibly patient, down-to-earth, and makes sure you actually understand the material rather than just memorizing it. I would highly recommend him to anyone looking for a tutor!

Lizzy, 7 lessons with Matthew

Excellent Tutor

During this 2 hour session Matthew provided me with 2 more chapter related quizzes to practice my knowledge. He really helped focus on areas I was struggling in and was patient and more than willing to go through it step by step till I understood. I also gave him the details of my exam and he has now made a custom practice exam that’s very relatable to the actual test I’ll be taking. Super helpful!

Adam, 10 lessons with Matthew

Excellent Tutor

During this 2 hour session Matthew helped over 2 different practice tests he had custom made for me based on my chapters. This included about 24 questions, some easy and some exam level. Overall the finance concepts are very hard but after further practice and review with him it’s becoming something I really understand

Adam, 10 lessons with Matthew

Great Teacher and well organized

Matthew has really helped me understand finance. He came prepared with a whole lesson plan for me to prepare for my midterm exam. I highly recommend Mathew if you need help in business finance.

Troy, 8 lessons with Matthew

Incredible tutor

Mathew has not only done wonders in terms of preparing me for my classes and exams, he has turned me into a more confident student. He explains concepts in finance and accounting in a way that is highly effective, organized, and simple. He has also provided me with personalized decks that are incredibly easy to follow, and practice materials that help solidify my knowledge on a multitude of topics. I highly recommend Matthew as a tutor.

Sydney, 9 lessons with Matthew

Incredible tutor

Mathew has not only done wonders in terms of preparing me for my classes and exams, he has turned me into a more confident student. He explains concepts in finance and accounting in a way that is highly effective, organized, and simple. He has also provided me with personalized decks that are incredibly easy to follow, and practice materials that help solidify my knowledge on a multitude of topics. I highly recommend Matthew as a tutor.

Sydney, 9 lessons with Matthew

explains topics in a simple way allowing me to understand .

Before I worked with Matthew, I was lost in my accounting class, but he was able to explain all of the topics to me and give me examples. Just after 2 sessions, I did great on my test.

Aidan James, 11 lessons with Matthew
Hourly Rate: $109
Response time: 30 minutes
Contact Matthew