Matthew Finney

Audit Manager at RH CPAs
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English -

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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Audit Manager
      • Sep 2022 - Present

    • Senior Audit Associate
      • Nov 2020 - Oct 2022

    • Audit Associate
      • Jul 2018 - Nov 2020

  • Martin Starnes & Associates, CPAs, P.A.
    • Hickory/Lenoir, North Carolina Area
    • Staff Accountant
      • Jul 2017 - Jun 2018

      • Completed financial audits, compliance audits, and agreed-upon procedures analyzing areas including debt, capital assets, accounts receivable, accounts payable, cash, pension, payroll, etc. • Tested financial documents and NC DSS programs for accuracy and compliance. • Performed walkthroughs to test and evaluate the internal control effectiveness of an entity. • Assisted in the drafting of letters, financial statements, and compliance packages. • Reviewed trends to perform analytical procedures to find unexpected changes in financial data. • Identified and reported auditing and compliance matters to seniors and managers. • Documented detailed workpaper explanations, references, procedures, and conclusions. • Obtained financial data and uploaded information to comply with government regulations. • Prepared federal and state income tax returns for individuals and fiduciaries.

  • Appalachian State University
    • Boone, North Carolina
    • Graduate Assistant
      • Aug 2016 - May 2017

      • Administered exams to undergraduate accounting students. • Assisted in the grading of undergraduate homework and exams. • Tutored multiple accounting students weekly to help them achieve their goals. • Established time management practices to maintain the ability to tutor, grade, and continue personal studies. • Administered exams to undergraduate accounting students. • Assisted in the grading of undergraduate homework and exams. • Tutored multiple accounting students weekly to help them achieve their goals. • Established time management practices to maintain the ability to tutor, grade, and continue personal studies.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Tax Intern
      • Feb 2016 - Apr 2016

      • Prepared federal and state income tax returns for individuals, fiduciaries, and tax exempt foundations. • Coordinated with client teams to obtain pertinent information to complete tax return. • Assisted in research of relevant tax information to improve knowledge and better serve clients. • Utilized various tax software programs to complete income tax returns (Lacerte and Trust US). • Actively communicated with management to manage expectations and meet weekly targets. • Prepared returns to be filed and extended.

    • United States
    • Higher Education
    • 100 - 200 Employee
    • Distance Learning Assistant - Work Study
      • 2012 - 2013

      • Revised outdated tutorials showing students how to operate and better understand the school’s online learning platform, Moodle, to succeed as online students. • Advised new students through different tutorials about how to use Moodle. • Created video tutorials to coincide with the written tutorials including navigating Moodle, posting forums, submitting assignments, accessing courses, etc. • Enhanced the written tutorials by improving accessibility for students with disabilities. • Revamped the video tutorials by adding subtitles for students who may need them. • Contributed to the descriptions of different sessions for a resource conference for faculty.

Education

  • Appalachian State University
    Master of Science in Accounting (MS), Accounting - General
    2016 - 2017
  • Appalachian State University
    Bachelor of Science in Business Administration (BSBA), Accounting
    2014 - 2016
  • Rockingham Community College
    Associate of Arts (AA) and Associate of Science (AS), 3.636 GPA
    2011 - 2014

Community

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