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Matthew Dennis, CPA, AIF

Matthew Dennis, CPA, AIF

Unit Clerk - E.R. / Trauma

Followers of Matthew Dennis, CPA, AIF2000 followers
location of Matthew Dennis, CPA, AIFHayward, California, United States

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  • Timeline

  • About me

    Fresh Eyes For Your Financial Future

  • Education

    • Cal State East Bay- College of Business & Economics

      2005 - 2007
      BS Business Administration

      Activities and Societies: Unable to participate due to full-time work. Double emphasis in Accounting and General Business. Minor in Economics.

    • Chabot College

      2003 - 2004
      AS Accounting

      Worked as a paid tutor for the accounting department for two semesters.

    • Fresno City College

      1997 - 1999
      N/a English Literature

    • California State University-East Bay

      -
      Bachelor of Business Administration (BBA) Accounting

  • Experience

    • Eden Medical Center

      Jan 1991 - Jul 2007
      Unit Clerk - E.R. / Trauma

      Coordinated and maintained vital communications between ER staff and all other interested entities. Maintained regular contact with local police, Alameda County Sherrif's and Coroner's office. Ensured HIIPA compliance regarding protected medical information. Collaborated with IT staff in streamlining AS400 order entry system and trained ER staff in its use.

    • RINA Accountancy Corporation

      Sept 2007 - May 2009
      Staff Accountant

      Progression from entry level to Staff II accountant. Audit experience mostly in NFP organizations including A-133 compliance auditing. Experience preparing 1040, 1040X, 990,1120,1120S, 1045,1139, sales tax, property tax and their respective state forms.

    • CPC Job Connections

      Jun 2009 - Aug 2009
      Success Team Leader

    • Smith Grant and Kliegman, CPAs

      Sept 2009 - Oct 2010
      Senior Staff Accountant - Audit/Tax/Consulting, Business Development, Social Media Director

      As a senior staff accountant for a small locally based firm, I am able to wear many hats and tackle many more projects and duties than other accountants are typically given the opportunity in a larger firm. As I am essentially the audit department, I am responsible for planning and performing audits from start to finish; including analytics, composition of the final audit report, communications to management, and financial statements composition. I am also an integral part of the firm's marketing team, responsible for everything from brochure composition to cold calling prospective clients and implementing the firm's web based marketing campaign; including SEO efforts and other social media techniques.The diverse client base here has exposed me to a broad range of accounting and tax issues including trust and estate, court accounting, retirement plan accounting, etc. Show less

    • Burr Pilger Mayer

      Feb 2011 - Apr 2011
      Staff Accountant - Tax

      Contract work for tax season.

    • Patel & Associates, CPA

      Jun 2011 - Jun 2012
      Audit Senior

    • Mah & Associates LLP

      Jun 2012 - Oct 2012
      Audit Supervisor

      I supervised three staff (two first year and one second year) in the preparation, planning, and performance of financial audits of not-for-profits, employee benefit plans, reviews, and compilations.

    • Richmond Wholesale, Inc.

      May 2013 - Apr 2014
      Interim Controller

    • Annie's Naturals, Inc.

      Jul 2014 - Aug 2014
      Interim Accounting Manager

    • Grodin Financial Svc

      Dec 2014 - Mar 2023
      Senior Financial Associate

    • Pacific Leader Financial & Insurance Services, LLC

      Mar 2023 - now
      President/CEO

    • Matthew Dennis Financial Advisory Services

      Mar 2023 - now
      Independent Financial Advisor

  • Licenses & Certifications

    • Certified Public Accountant

      8450

    • CLTC

      Feb 2015