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As a first generation American and world-citizen, I take pride in my track record of serving global clients across six continents, ranging from start-ups to members of the Fortune 100. I thrive on rolling up my sleeves and converting challenges into opportunities. Whether it's founding a solution practice, readying a company for an IPO, or transforming a Fortune 500 enterprise, my extensive expertise enables me to skillfully unite stakeholders to drive impactful and transformative change. During my career, I have been fortunate to be surrounded by some of the brightest minds and biggest ideas, but simple rules, like saying should equal doing, remain my touchstone.Driven to see the people around me succeed, be it employees, partners, or customers, I take pride in leading by example, influencing cultures, and building relationships at every level to facilitate this success. Selected highlights include: ► Serving as the GCSP to a handful of EY’s largest clients, operating like a CEO and managing every aspect of global client relationship, P&L, marketing strategy, service delivery, alliances, team development, and customer experience.► Founding the Policy & Governance solution practice at EY in the Americas and scaling it globally.► Evolving the Controllership function at American Express, including helping to stand up the Global Accounting Policy function.► Steering companies through major change events and structuring efficient operations as a 2-time CFO of PE-backed portfolio companies, including guiding post-bankruptcy turn-around and roll-up expansion plans.Let’s explore how we can help your organization reach its next level. Key Expertise: Corporate Governance, Business Transformation, Operating Model Design, Post-merger Integration, Strategic Planning, Financial Management, Technical Accounting, Regulatory Compliance, Board Relations, Risk Management, Value Creation, Team Management , M&A, Private Equity Investment, IPO, Growth and Scaling
Emerytus Advisors
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- HTTPS://emerytusadvisors.com
- Employees:
- 9
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Ceo And FounderEmerytus AdvisorsNew York, Ny, Us -
Partner - Global Coordinating Services PartnerEy Apr 2015 - PresentLondon, GbI am a senior partner responsible for leading the total client service relationship for a group of global clients on behalf of EY. This includes working closely with client C-Suite, BoD, and other stakeholders, growing relationships, driving sales, exceptional service delivery, service quality, team building and development, while leading the partners and professionals on my teams and overall P&L financial performance for EY. -
Partner - Alliance And Ecosystem Leader - Advanced Manufacturing And Mobility Segment, East RegionEy Jul 2021 - Jul 2023London, GbMember of EY’s Advanced Manufacturing and Mobility Market Board. This Segment comprises four sub-segments: Aerospace & Defense, Chemicals, Industrial Products, and Business & Professional Services. As the Alliance and Ecosystem Leader, I worked with our Board, Alliance partners, and account teams to help drive alliance activation, awareness, go-to-market, pipeline, and revenue growth across the AMM segment. I lead a team of professionals aligned to each of EY's top tier alliances, including SAP, Microsoft, ServiceNow, Blackline, IBM, Adobe, and others. -
Partner - Americas Faas Leader, Policy & GovernanceEy Aug 2011 - Jul 2019London, GbI returned to EY to launch the Policy & Governance solution practice in 2011 (a component of EY's new Financial Accounting Advisory Services practice). As the founder, I drove all aspects of this business, including development of offerings, global methodology and operating model, technological enablers, establishment of routes to market, creation of marketing and communications, training, and recruiting. APG is a versatile platform that harnesses the power of EY's multidisciplinary professionals to address each client's unique policy, procedure, and governance needs. -
Director Of Technical Advisory, Gcs & Gnms SegmentsAmerican Express Apr 2010 - Jul 2011New York, Ny, UsTechnical Advisor/Controller to AXP's GCS and GNMS Business Segments. I advised our Controllers and CFOs on technical matters and worked with cross-functional deal teams to help structure large complex transactions.In 2010, these segments had $32.5 Billion in Total Assets, accounted for $8.8 Billion in total revenues net of interest expense, or 38% of the Company's consolidated total revenues net of interest expense, and $2.4 Billion in pretax income, or 40% of the Company's consolidated pretax income. Included among the business units in these segments were: Global Corporate Card, Global Merchant Services, and Global Business Travel. -
Director Of Global Accounting PolicyAmerican Express 2009 - Apr 2010New York, Ny, UsRecruited by head of GAPTAG to lead and build-out the high visibility accounting and finance policy function.Selected contributions and accomplishments:• Led two Six Sigma projects focused on improving accounting and finance policy content, and end-to-end business processes• Led the policy group in issuing nine urgent accounting policies over four months (a record for the group; each policy is typically created or revised by a large, cross-functional project teams comprised of various stakeholders (project teams are led by policy group members)• Created and implemented various new project management tools and dashboards to help manage BAU policy projects • Earned "Star Performer Award" in 2009 -
Vp Finance / CfoKey Air 2008 - 2009Oxford, Ct, UsRecruited by Chief Operating Officer and private equity GP to join this vertically integrated, aircraft management company to help build platform for national/international growth. Led accounting, finance, and HR team that handled same for four operating subsidiaries. Reported to Chief Operating Officer.Selected contributions and accomplishments:• Worked closely with COO and PE Operating partners to drive value creation initiatives• Reviewed 13-week cash flow models to assess working capital levels and funding requirements for all operating subsidiaries• Helped integrate two newly acquired operating companies, including acquisition accounting for two new subsidiaries, and impairment testing for tangible and intangible assets• Identified state income tax compliance issues for subsidiary engaged in cross-border transactions• Created various ad hoc financial analyses for private equity partners and developed weekly business analytic reporting package which analyzed key business metrics across all subsidiaries and business segments• Co-led multi-platform IT integration project for Company designed to eliminate redundant data entry in multiple system environment. -
Lawyer & Certified Public AccountantMatthew Posta, Esq., Cpa 2004 - 2008Various consulting engagements for other professionals and small businesses.
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Vp Finance / Cfo - Transit DivisionRailworks Corporation 2003 - 2003New York, Ny, UsRecruited by CFO and CAO to join “turn-around” team at Railworks Corp., a former NASDAQ registrant that privatized, reorganized, and emerged from bankruptcy owned by a PEI 50 Firm. Oversaw accounting and finance function for six business units, and led a 28-member finance team. Drove "100-day plan" and helped position company for success before leaving for law school.Selected contributions and accomplishments:• Identified insurance accounting issue that resulted in the recovery of approximately $4M dollars• Designed and implemented a global plan for SOX compliance• Identified and corrected errors in debt covenant reporting process and helped negotiate debt covenant waiver with senior creditor“[Your] attention to details while managing the ‘big picture’ was exactly what we were looking for in a finance executive.”--Former VP and CFO, Railworks Corporation. -
Assurance And Advisory Business Services (Staff -Manager)Ey 1998 - 2003London, GbSelected contributions and accomplishments:• Managed various client engagement teams• Drafted various technical position memorandums and client correspondences to address complex, judgmental, and specialized issues;• Prepared reports, opinions, comfort letters, and all other client deliverables• Assessed client business processes, KPIs, and internal controls to identify accounting and reporting issues and potential E&Y service opportunities• Chosen to manage first year audit and IPO of JetBlue Airways (engagement began at the end of 2001 after the fall of Enron, a difficult time for the soon-to-be Big 4, when few companies went public and reputation risk peaked for the accounting profession). Our team completed this project in a record 40 days, meeting the client's filing timeline. From the former SVP and Controller of JetBlue, “. . . [we] could not have accomplished this milestone without you . . . you were instrumental in making our . . . [IPO] become a reality.”
Matt Posta Skills
Matt Posta Education Details
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Harvard Business SchoolLeadership And Strategy -
University Of Connecticut School Of LawLaw -
University Of Connecticut School Of LawTax Certificate
Frequently Asked Questions about Matt Posta
What company does Matt Posta work for?
Matt Posta works for Emerytus Advisors
What is Matt Posta's role at the current company?
Matt Posta's current role is CEO and Founder.
What is Matt Posta's email address?
Matt Posta's email address is ma****@****cpa.com
What is Matt Posta's direct phone number?
Matt Posta's direct phone number is (283)-382*****
What schools did Matt Posta attend?
Matt Posta attended Harvard Business School, University Of Connecticut School Of Law, University Of Connecticut School Of Law.
What are some of Matt Posta's interests?
Matt Posta has interest in Children, Politics, Environment, Education, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Arts And Culture, Health.
What skills is Matt Posta known for?
Matt Posta has skills like Financial Reporting, Sec Filings, Ipo, Financial Analysis, Internal Controls, Us Gaap, Sarbanes Oxley Act, Business Valuation, Financial Services, Assurance, Mergers And Acquisitions, International Tax.
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