Matt Broach
Chicago,Illinois
Overview
6
6
years of professional experience
Work History
Financial Reporting Technical Coordinator
Northern Trust
Chicago, IL
07.2021 - Current
- Assisted in both the preparation and review of fund financial statements, schedule of investments, and notes to the financial statements for both registered and non-registered funds
- Assisted in the review of schedule of investments for N-PORT Part F filings
- Served as a technical resource for staff accountants in training them on fund preparation as well as any ad hoc questions that may arise
- Assisted in the organization and management of audits which includes fielding client questions, organizing meetings, and managing deadlines
Financial Services Senior Tax Accountant
EY
Chicago, IL
10.2018 - 05.2021
- Provided a critical role in the preparation, review, and delivery of high quality tax work
- Supervised the work of staff accountants on a daily basis, including reviewing their work and helping with their development
- Acted as manager in my third year as a senior tax accountant which included analysis of engagement economics and supervising senior staff in the delivery of work products
- Developed strong tax technical knowledge through the review of tax returns, tax provisions, and investor K-1s for various hedge fund, mutual fund, and private equity clients
- Developed a role as the key client contact on many engagements
- Taught and built training exercises for new staff
Financial Services Tax Accountant
Chicago, IL
07.2016 - 10.2018
- Developed tax technical skills through the preparation of tax returns, tax provisions, and K-1s
- Was relied on by multiple teams at any given time throughout the year which developed a strong sense of time management and high quality deliverables
- Attended multiple trainings per year in order to keep up with the growing and expanding of tax legislation
- Responsible for the growth and development of both interns and newly hired tax staff
Education
Bachelor of Arts - Accounting And Economic Consulting
Indiana University - Kelley School of Business
05.2016
Skills
- Build and maintain both internal and external relationships with clients and engagement teams
- Maintain GAAP and tax technical knowledge including fund accounting for hedge funds, mutual funds, and private equity funds
- Monitor and lead a team of both staff and senior accountants, ensuring they have the skills and knowledge to deliver high quality work product
- Manage priorities and timelines in a demanding, time-sensitive environment and deliver high-quality solutions while always handling multiple clients at once, year-round
- Review financial statements, schedules of investment, notes to financial statements, tax returns, tax provisions, K-1s for accuracy and completeness
- Maintain up to date knowledge of accounting and economic developments related to our clients' field of business
- Sustain high proficiency in Microsoft Excel
Timeline
Financial Reporting Technical Coordinator
Northern Trust
07.2021 - Current
Financial Services Senior Tax Accountant
EY
10.2018 - 05.2021
Financial Services Tax Accountant
07.2016 - 10.2018
Bachelor of Arts - Accounting And Economic Consulting
Indiana University - Kelley School of Business