Matt Geist Email & Phone Number

Philadelphia, Pa, Us

Worldwide, Oo

• Led financial statement audits for multiple clients, managing & aiding staff members, while also ensuring the timeliness of deliverables to Managers & Partners.• Constructed comprehensive Audit Plans, assigning appropriate risk levels to different financial statement line items and planning applicable testing procedures.• Conducted daily “stand-up” calls with Staff and Managers to walk through the status of deliverables and ensure appropriate progress with respect to the audit timeline.• Led fraud inquiry discussions with Directors and C-Suite level executives across multiple clients to ensure management has appropriate processes in place to identify, respond to, and monitor fraud risks.• Performed testing procedures for significant-risk areas, including Level III investments, coordinating the utilization of applicable specialists, as needed.• Led performance check-ins and reviews for junior team members, providing actionable feedback.

Worldwide, Oo

• Tested the design and operating effectiveness of internal controls by leading walkthroughs of complex business processes to ensure an effective control environment.• Led quarterly reviews for public clients, working with the Manager on both client and team matters on a daily basis.• Utilized Deloitte’s proprietary Data Analytics tools to assist in identifying specific higher-risk financial statement areas to test.• Reviewed work performed by other staff, working directly with Managers to ensure the flow of workpapers up the review chain.• Coordinated with client’s Internal Audit team as part of SOX and SSAE 18 compliance testing.

Worldwide, Oo

• Led and coordinated financial statement tie-out for both annual audits and quarterly reviews.• Performed on-site inventory counts for multiple clients throughout the Greater Philadelphia area.

New York, Ny, Us

• Conducted a Daily Balance Sheet Review as a member of the Head Office Accounting team.• Created a Task Calendar to keep my team informed of obligations throughout the Summer.• Trained a new full-time hire in my daily roles/responsibilities for her to assume after my internship concluded.

Wilmington, De, Us

• Created an electronic database for all commercial loans with exposure greater than $1MM.• Performed underwriting for commercial loan deals and spread financials for many different business entities.