Photo of Matthew McKittrick
Matthew McKittrick
Principal
CEP, CISA
matthew.mckittrick@mossadams.com
(206) 369-6498
My Profile

Industry Expertise

Technology

Practice Focus

Data Analytics Health Care Consulting Risk & IT Compliance Software Products

Biography

Since 2005, Matt has dedicated much of his career to solving complex employee stock-based compensation data conversion, accounting, and tax challenges. He’s a Certified Equity Professional and experienced with the major equity administration platforms (Schwab, E*TRADE, Fidelity, insight software, and Shareworks).

Matt specializes in financial reporting, aspects related to merger, divestiture, and corporate transaction support; data conversion and setup due to vendor or platform changes; federal income tax provision setup; and implementing US and global tax mobility tracking functionality.

External Publications

  • Operational Efficiency in Equity Plans: Turning Chaos into Clarity (NASPP Blog, September 2024)

Selected Speaking Engagements

  • AI and the Future of Equity Plan Administration
    (NASPP Conference, October 2024)
  • Technology Advancements in Equity Compensation
    (GEO NorCal Forum, September 2024)
  • Operational Excellence: Automation and Data Driven Management
    (GEO Conference, April 2023)
  • 4 Ways to Establish Operational Excellence in Plan Administration
    (NASPP Conference, October 2022)
  • Operational Excellence in Equity
    (GEO Virtual Conference, October 2021)
  • 6 Power Moves for the Data Analyst
    (AIBLE, October 2021)
  • M&A - Insights from Experience
    (GEO’s National Conference, April 2021)

Professional Affiliations

  • Certified Equity Professional (CEP)
  • Certified Information Systems Auditor (CISA)
  • Member, National Association of Stock Plan Professionals Member, Global Equity Organization

Education

  • BA, economics, University of Virginia
  • MBA, University of Colorado

Insights from Matthew McKittrick

Article
Find Business Value with AI and Machine Learning
Explore how machine learning technology brings business value by leveraging data to accelerate high-level analysis.
Article
Article
Drive Operational Excellence with Equity Process Assessments
Enhance equity plan operations with equity process assessments that can identify inefficiencies, and mitigate risk.
Article
Article
Operational Efficiency in Equity Plans: Turning Chaos into Clarity
These tips can help equity professionals meet the SEC’s T+1 requirement, streamline processes, and reduce costs.
Article
Article
How to Become a Data-Driven Organization with KPI Management
Improve company performance and efficiency when you use data insights to make decisions and pinpoint opportunities. Learn more.
Article
Webcast
Drive Operational Excellence with Equity Process Assessments
Streamline your equity administration team functions and reduce complexity with an equity process assessment. Learn more.
Webcast
Webcast
Find Business Value with AI and Machine Learning
Reduce costs and make informed business decisions when you identify how and where AI can be implemented into your business.
Webcast
Article
Understanding Data Stores: Reviewing Data Warehouses, Data Lakes, and Lakehouses
Understand the differences between popular data store approaches and the implications of choosing one over the other.
Article
Webcast
Modern Approaches for Equity to Payroll Reconciliations
Learn how to avoid compliance risks and streamline processes with technology-driven, automated data solutions.
Webcast
Article
SEC’s T+1 Settlement Requirements, Impacts, and Technology to Help
New rule from the SEC requires speedier transaction times but technology can help organizations prepare.
Article
Article
Identify KPI Metrics to Make Better Use of Data Analytics
Identify the best key performance indicator metrics to track your businesses progress and identify improvement areas.
Article
Article
Forecasting Stock-Based Compensation Expenses
Learn tips to develop an accurate forecasting process for your company to help save time, align with financial reports, and more.
Article
Article
Accelerate Your Human Capital Strategy with an Organizational Data Model
Discover how data modeling can offer a grounded, objective view of your organization and help inform decision-making.
Article
Article
Find Solutions to Stock-Based Compensation Reconciliation Challenges
Efficient data transfer and a dependable reconciliation process are essential for navigating the T+1 settlement requirement.
Article
Article
Payroll Tax Considerations for Remote Workers and a Checklist to Mitigate Risk
Navigate payroll tax considerations for employees working outside the home state where your business is registered.
Article

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.