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Matthew McKelvey
Professional Services Manager at Workiva
Professional Background
Matthew McKelvey is a highly skilled accounting professional with a robust background in financial reporting, audit assurance, and professional services management. With his extensive experience in both public and private sectors, Matthew has established a distinguished career in the accounting industry, showcasing his commitment to excellence and integrity in financial practices.
Matthew currently serves as a Professional Services Manager at Workiva, where he plays a pivotal role in leveraging technology to enhance the efficiency and effectiveness of financial reporting processes. His expertise in accounting principles and his keen insight into financial management practices enable him to provide valuable guidance to organizations seeking to optimize their reporting and compliance efforts. Matthew's leadership at Workiva has contributed significantly to the organization's reputation as a leader in the industry, helping clients navigate the complex landscape of financial reporting with ease and confidence.
Before moving to Workiva, Matthew honed his skills in a variety of roles within renowned organizations. His journey began at Ernst & Young (EY), one of the largest professional services firms in the world, where he served in various capacities, including Audit Assurance. In this role, Matthew developed a deep understanding of auditing standards and procedures, enabling him to conduct thorough audits and ensure compliance with regulatory requirements. His time at EY also included an internship, where he gained practical experience in audit processes and developed essential skills that would shape his future career.
After his tenure at EY, Matthew transitioned to Rackspace, the leading managed cloud company, where he worked in SEC Financial Reporting. In this position, he was responsible for preparing and reviewing financial statements in accordance with SEC regulations, gaining firsthand experience in the intricacies of financial reporting at a publicly traded company. This role further enhanced his expertise in financial disclosure and regulatory compliance, equipping him with the skills needed to navigate the complexities of financial reporting.
Matthew's early career experiences include a summer internship at Black Creek Well Services, LP, where he gained exposure to the operational side of finance within the energy sector. This opportunity allowed him to apply theoretical knowledge gained during his studies to real-world financial practices, providing him with a well-rounded understanding of the industry.
Education and Achievements
Matthew McKelvey's academic background reflects his dedication to mastering the field of accounting. He earned his Bachelor's degree in Accounting and Business Management from Trinity University, where he laid the foundation for his professional journey. His education provided him with a comprehensive understanding of accounting principles and business strategies, essential for success in the competitive financial sector.
Following his undergraduate studies, Matthew continued to deepen his knowledge by pursuing a Master's degree in Accounting from Trinity University. This advanced degree not only solidified his expertise but also positioned him as a knowledgeable resource in financial reporting and accounting practices. His strong academic foundation complements his professional experience, allowing him to approach challenges with both theoretical understanding and practical insight.
Achievements
Throughout his career, Matthew has consistently demonstrated a commitment to excellence and a passion for the accounting profession. His roles in various high-profile organizations have enabled him to develop a robust skillset that encompasses audit assurance, financial reporting, and client relationship management. Notable achievements in his career include:
- Successfully leading audit assurance engagements during his time at EY, ensuring compliance with industry standards and enhancing client satisfaction.
- Contributing to the preparation of comprehensive SEC filings while at Rackspace, ensuring the accuracy and transparency of financial disclosures.
- Playing a key role in optimizing financial reporting processes at Workiva, leading to increased operational efficiency and improved client outcomes.
Matthew's dedication to continuous learning and professional development underscores his commitment to staying abreast of industry trends and best practices. His strategic mindset and comprehensive knowledge of accounting make him a valuable asset to any organization he is part of, and his track record of success speaks volumes about his capabilities as a leader in the accounting field.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.