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Matthew Harvey is a seasoned finance professional with a proven track record of delivering high-impact results in various industries. As a Chartered Accountant at Baker Tilly Staples Rodway, he has leveraged his expertise in auditing, leadership, and asset management to drive business growth and optimize financial performance. With a strong academic foundation in accounting and finance, Matthew has demonstrated exceptional analytical and problem-solving skills through his various roles, including Group Financial Reporting Accountant at Logicor and Senior - Financial Services at EY. His experience in private equity, insurance, and asset management has equipped him with a unique understanding of complex financial markets and regulatory environments. Matthew holds a range of professional certifications, including ACA and CFA level I, and has a Bachelor of Business Analysis from the University of Waikato.

Experience

  • Baker Tilly Staples Rodway
    • Tauranga, Bay of Plenty, New Zealand
    • Chartered Accountant
      • Apr 2021 - Present
      • Tauranga, Bay of Plenty, New Zealand
  • Logicor
    • London, Greater London, United Kingdom
    • Group Financial Reporting Accountant
      • Jan 2019 - Apr 2021
      • London, Greater London, United Kingdom
    • Senior - Financial Services
      • Jan 2018 - Jan 2019

      Audit and Assurance - Wealth and Asset Management

    • Senior - Financial Services
      • Apr 2017 - Dec 2017

      Audit and Assurance - Insurance

    • Financial Services Associate
      • Apr 2015 - Apr 2017

      Audit and Assurance - Insurance

  • Invesco Perpetual
    • Henley-On-Thames
    • Client Services Executive
      • Sep 2013 - Apr 2015
      • Henley-On-Thames

      Serving private clients, financial advisers and nominee companies. This role covered fund performance, client transactions, product details, anti-money laundering, transfers, probate cases, agent commission, agent authority, novations, POA’s, will trusts, and bankruptcy proceedings.

  • O2 (Telefónica UK)
    • Slough, United Kingdom
    • Legal and Secretarial Assistant
      • Jul 2013 - Sep 2013
      • Slough, United Kingdom

      This contract position involved routine administrative activities including contract co-ordination, processing and filing, and filing of statutory accounts, minutes and POA’s with the Companies House. I also undertook various ad hoc tasks including organising legal training, requesting informatio...

    • Tour Leader
      • Oct 2011 - Jan 2013

      With sole responsibility for up to 45 fun loving tourists this role equipped me with significant life experience and provided an excellent environment in which to develop a variety of skills including leadership, sales, public speaking, customer service, general organisation, and on-the-spot prob...

    • Audit and Advisory
      • Feb 2011 - Aug 2011
      • Tauranga

      This role offered experience in both the Audit and Assurance and Advisory functions. The audit focus was on schools, small companies, and charities as well as some ad hoc assurance services. Advisory consisted primarily of preparation of year end tax accounts for small companies, family trusts an...

Education

  • 2015 - 2018
    ICAEW
  • CFA Institute
  • 2007 - 2011
    University of Waikato
  • Bay of Plenty Polytechnic

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting”

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