Matthew Smith
Garden City
Summary
CPA exam candidate with 25 years of experience in finance and small business operations, seeking an entry-level public accounting role to build a meaningful second career as a licensed CPA. Passed FAR, AUD, and REG, and currently preparing for TCP. Brings practical business acumen, analytical thinking, and a strong work ethic with a commitment to developing expertise in audit, tax, and financial reporting.
Overview
28
28
years of professional experience
Work History
Co-Owner / Director of Operations
Little Explorers Daycare
Bayside & Floral Park
01.2007 - Current
- Co-founded and manage a licensed commercial daycare serving children from infancy through pre-K across two locations
- 2007–2018: Provided strategic oversight while working full-time in finance; focused on licensing, budgeting, and long-term growth planning
- 2018–Present: Transitioned to full-time operational leadership as business expanded
- Handle all aspects of financial management including payroll, budgeting, and bookkeeping
- Scaled the business to full enrollment capacity, increasing revenue and maintaining a strong community reputation
Vice President, Futures & Options Clearing and Execution
Macquarie Futures USA LLC
New York
01.2014 - 01.2018
- Managed execution and clearing of exchange-traded energy derivatives for institutional clients
- Oversaw client onboarding, margin optimization, and trade reconciliation processes
- Collaborated with risk, legal, and compliance teams to ensure regulatory adherence
- Built and maintained strong relationships with clients, exchanges, and internal stakeholders
Vice President, Futures & Options Clearing and Execution
Societe Generale
New York
01.2002 - 01.2014
- Executed and cleared futures and options trades for institutional energy sector clients
- Provided daily market coverage and trade recommendations to a global client base
- Developed and maintained client relationships, contributing to consistent revenue growth
- Coordinated with clearing, compliance, and technology teams to ensure efficient trade processing
- Mentored junior brokers and analysts to support desk performance and succession planning
Associate Broker, Futures & Options Execution
Prudential Securities
New York
01.1998 - 01.2002
- Supported senior brokers in executing futures and options trades for energy clients
- Managed order flow, trade confirmations, and real-time market communications
- Developed foundational knowledge of commodity markets, client service, and trade logistics
- Contributed to business development efforts by supporting client onboarding and retention
Education
Bachelor of Science - Finance
University at Albany, State University of New York
05.1995
Certifications And Licensure
- CPA Exam Candidate, Passed FAR, AUD, and REG; TCP scheduled for 07/25
- NY State CPA Licensure, In progress (150-credit eligibility anticipated)
Timeline
Vice President, Futures & Options Clearing and Execution
Macquarie Futures USA LLC
01.2014 - 01.2018
Co-Owner / Director of Operations
Little Explorers Daycare
01.2007 - Current
Vice President, Futures & Options Clearing and Execution
Societe Generale
01.2002 - 01.2014
Associate Broker, Futures & Options Execution
Prudential Securities
01.1998 - 01.2002
Bachelor of Science - Finance
University at Albany, State University of New York
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