May 29, 2015 ,

Position:

  • Senior Audit Manager

Years of Experience:

  • Eleven

Education:

  • San Jose State University, San Jose, M.S. (Accountancy)
  • California Polytechnic State University, San Luis Obispo, B.S. (Agriculture) Minor in Agribusiness

Experience:

  • Senior Manager on a variety of audits including nonprofit organizations, trade associations, benefit plans, and privately held businesses.
  • Manage and supervise staff on each engagement, with varying degrees of experience. Responsible for financial statement presentation, footnotes, management letters and other communications.
  • Assist in the daily progress of fieldwork and participate in meetings and conferences with clients to explain audit results, reports and recommendations.
  • Prior to joining Gilbert Associates, Matthew worked for three years at a Big Four CPA firm in their San Jose life science and venture capital audit group.

Professional Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Recent Continuing Education:

  • AICPA National Not-for-Profit Industry Conference
  • AICPA, Foundations in Governmental Accounting
  • AICPA, Solving Complex Single Audit Issues for Government and Nonprofit Organizations
  • Cost Allocation in Nonprofits
  • Not-for-Profit Accounting and Reporting: From Start to Finish
  • Employee Benefit Plans: Audit and Accounting Essentials
  • Various in-house training related to Accounting and Auditing, Internal Control Structure, Single Audit Act, GASB Updates, Nonprofit, Joint Power Authorities