Matthew Maclachlan, Cpa Email & Phone Number

Austin, Tx, Us

New York, New York, United States

Greater New York City Area

Advised the Finance & Accounting workstream of a Fortune 50’s $15B tax-free spin over an aggressive timeline of 12 months from announcement to spinSupported Day 1 readiness assessments by developing and maintaining detailed trackers and reports to monitor people, processes, and system cutovers Developed and managed a robust process for the tracking and rebilling of one-time costs on a global scale across 18 functions within the organization (~$55m throughout the project)Coordinated the execution of a cross training program for ~50 employees to ensure Day 1 business continuity & spin readinessDesigned a process to track and report on ~$136M of TSA-run and exit costs across multiple functions within the organizationStreamlined effort to transfer ~$1B of assets and liabilities across the regional entities of a Fortune 500 consumer goods company while maintaining the integrity of the tax-free spin

Vancouver, Canada Area

Experience working with clients within the technology, industrial, water utility, and real estate sectors; all of which have allowed me to gain a comprehensive understanding of the regulatory environments of diversified industriesAchieved the highest possible rating and significantly exceeded expectations compared to peer group in annual performance reviews, demonstrating excellence in preparing high-quality work requiring little to no reworkPerformed annual audits, quarterly reviews, specified audit procedures, and statutory auditsAssessed complex accounting issues for an audit client who had filed for Chapter 11 under the United States Bankruptcy CodeDesigned and successfully led audit engagements through planning, execution, conclusion, and reporting phases - This included an audit engagement within the utilities sector with over $800M in revenuesExtensive experience in internal control implementation, testing, and improvement for integrated auditsApplied advanced Microsoft Excel skills to aid with data analysis including pivot tables and other complex formulas and functionsContributed in overall engagement plans while identifying key risks, and developed procedures to address them effectivelyEnsured timely completion and submission of key deliverables to the client within stringent deadlinesActive member of the core recruiting team for the 2016 recruiting period

Vancouver, British Columbia

Greater New York City Area

Performed advanced statistics and financial analyses using Microsoft Excel to facilitate decision making (pivot tables, v-lookups, charts and tables, and several shortcut formulas)Managed purchase orders with the e-Commerce system and the fulfillment system using Microsoft Excel while also carefully managing both accounts payable and accounts receivableSupported overall trouble shooting and problem solving in the start-up environment in which LIFTLUXE operated while also managing the interns that reported directly to meImproved customer orders and delivery efficiency to 99% accuracy by merging our pick, pack, and shipping operations onto a single platform, saving the company approximately 20% on shipping and handling

Greater New York City Area

Worked on a wealth management team specializing in financial planning and asset management services for high net worth individuals Improved and monitored the client tracker database by developing and utilizing spreadsheets, reports, and other computer applicationsAnalyzed and segmented clients based on existing and potential assets as well as by number of referralsEvaluated past and current performances and risks of stocks, bonds and mutual fundsObtained certification with the Bloomberg operating system to perform extensive researchParticipated in financial seminars and management tutorials led by senior executives

Vancouver, Canada Area

Promoted credit cards, insurance packages, as well as deposit accounts to clients and prospective clientsConducted personal and business deposits, withdrawals and payments for clientsReferred clients to account managers in order to further meet their personal banking needsWorked with others in the office improving my professionalism and other workplace etiquette such as answering phones, and redirecting calls to find the appropriate solution

Chartered Professional Accountant Designation, Auditing

A graduate-level program covering six core technical competency areas including: financial reporting, strategy and governance, management.

Diploma In Accounting, Accounting

Activities and Societies: Accounting Club Comprehensive studies in Financial Accounting with coursework including Commercial Law.

Canadian Securities Course, Finance

Comprehensive studies covering various financial instruments in each of following categories: fixed income, equities, managed products.

Bachelor Of Commerce, Finance And Marketing

Activities and Societies: Microfinance Club, Orientation Leader Comprehensive undergraduate studies in Finance, Marketing and Strategic.