Matthew Carter

About Matthew Carter

I am an Accounting Professional who takes great pride in my ability to step into an…

Experience

1. Financial Operations

   Bridgepoint Consulting

   Jun 2021 — Present · Dallas-Fort Worth, TX, US

   Consulting services for private company with revenues of $25 Million (Medical Services)• Cash to accrual base calculations to prepare company to sell in the medical industry• Create EIBTDA statements• Restructure accounting from cash bases to accrual-based accounting.• Develop budgets for multiple divisions • Prepare and Complete first AuditConsulting services for private SAAS company with annual revenues of $100 Million• NetSuite Implementation accounting preparation and testing• Created month end documentation process and workflow. Trained team on new processes• Document processes and workflows for other accounting functions• Create reconciling journal entries for prior years• Create historical file templates for uploading to NetSuite• Customer analytics for prior year reconciliation • AR & AP aging reconciliations between NetSuite and QuickBooks• Involved with setting up Advanced Revenue Management (ARM) in NetSuite Consulting services for private Manufacturing company $100 Million• Created the month end process with validations. Trained team on new procedures• Create Project Billing process and work with team on implementation – Project Accounting• Back filled multiple positions, in order to stabilize the teamConsulting services for private SAAS company with annual revenues of $45 Million• Create beginning Balance Sheet for Sale of company• Prepare data for Audit team and Valuation groupConsulting services for private company with annual revenues of $85 Million (Medical equipment)• Assist in conversion from QuickBooks to Sales Force (Root Stock)• Transactional Accounting in Accounts Payable & Accounts Receivable. Trained team on new processes• Account reconciliations for software migration• Standardize Accounts Receivable and Accounts Payable in the medical industry

Skills

• Business Transformation
• Customer Service
• Auditing
• Budgets
• Finance
• Project Management
• Performance Management
• Forecasting
• Business Analysis
• Business Process Improvement
• Management Consulting
• Leadership Development
• Financial Reporting
• Strategic Planning
• Management
• Accounting
• Performance Improvement
• Business Planning
• Payroll
• Process Improvement
• Executive Coaching
• Coaching
• Organizational Design
• Mergers & Acquisitions
• Business Strategy
• Financial Analysis
• Organizational Development
• Program Management
• Change Management