Matt is a managing director with CFGI, providing financial accounting advisory services including consultations on financial instruments, convertible debt, business combinations, and various interim management roles. Matt has worked in the space for 12 years. Matt has extensive experience working with insurance and other financial services companies. Matt consistently works with clients to find solutions to complex accounting issues and provides a tailored approach that fits each client’s needs and circumstances.
Matt’s skills include SEC Reporting; Investment Accounting and Reporting; Variable Interest Entities; Convertible Debt and Financial Instruments; and Legal Entity Consolidation and Foreign Exchange.
Since joining CFGI, Matt has assisted clients with SEC and management reporting. Matt acted in the capacity of interim finance and reporting manager at an insurance company, overseeing the company’s monthly and quarterly financial close processes, as well as production of investment-related 10-K and 10-Q footnote disclosures. Matt evaluated investments for significant subsidiary classification under SEC significance test rules (S-X 1-02) and determined appropriate financial disclosures. Matt also evaluated various investments for Variable Interest Entity classification and considered related consolidation and disclosure implications. Matt determined the accounting for various instruments, including level 3 investments, derivatives, and investments in hedge and private equity funds, documenting all positions taken in accounting memorandums. Matt also acted as a technical accounting and reporting manager at a mid-sized pharmaceutical company where he prepared financial disclosures and accounting positions. Matt prepared the journal entries associated with a convertible note issuance and related cap call option and prepared the accounting for an asset acquisition of in-process research and development. Additionally, Matt prepared workpapers to support the company’s Management Discussion and Analysis (MD&A) and analyzed and described the trends driving year-over-year variances in operational expense lines. Matt prepared a period-over-period fluctuation analysis of major accounts that was reviewed by management and by the company’s external auditors.
Matt holds a Master’s in Business Administration, Accounting from Baruch College. He is a Certified Public Accountant in New York.