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Michael Matlock
Assurance Partner & NorCal Entrepreneur Of The Year® Program Director - Bringing the best of EY to serve leading Technology companies in the Bay Area & beyond
Professional Background
Michael Matlock is a seasoned professional with over 17 years of expertise in the technology sector, particularly focused on delivering solutions to both private and public entities navigating the complex landscape of accounting and financial reporting. His tenure at EY (Ernst & Young), a globally recognized leader in assurance, tax, transaction, and advisory services, has positioned him as a trusted advisor for many high-growth companies, especially in the fast-paced personalities of software-as-a-service (SaaS) and mobile gaming industries.
Throughout his illustrious career, Michael has played a pivotal role in guiding companies through crucial financial milestones, including initial audits, IPO registrations, SOX compliance, and a myriad of other financial transactions. His breadth of experience encompasses advising on initial and secondary offerings, debt offerings, business combinations, and various other transactions crucial for business growth and compliance.
His comprehensive knowledge of revenue recognition issues, stock-based compensation, and equity transactions has made him a sought-after expert within his field. Michael has demonstrated his ability to efficiently address SEC and private company reporting, and his extensive experience allows him to help organizations streamline their financial processes effectively.
In addition to his technical skills, Michael has made a significant impact in the corporate culture at EY. He serves as the executive sponsor of Unity, EY's LGBTQ+ affinity group in the Bay Area, highlighting his commitment to inclusiveness and diversity within the workplace. This role showcases his leadership abilities and dedication to fostering a supportive environment for all employees.
Michael also spent a notable three years working in EY’s Melbourne, Australia office, where he collaborated with various multinational technology and media and entertainment (M&E) companies. This international experience has broadened his perspective on global financial practices and equipped him with the skills needed to manage audits for subsidiaries located in diverse regions. His ability to maximize efficiencies during audits has proven invaluable across enterprises he has worked with.
As a former Assurance Partner at EY, Michael utilized his skills to assist teams across the West region in implementing effective audit strategies. His contributions also extended to the quality group at EY, where he was instrumental in responding to PCAOB areas of focus, further ensuring that high standards were met across all audits. He actively participated in the development and presentation of regional technical training for partners and executives, solidifying his reputation as a knowledgeable and dependable mentor in the field.
Education and Achievements
Michael Matlock earned a Bachelor of Science (B.S.) degree in Accounting from the prestigious Marshall School of Business at the University of Southern California. This strong educational foundation has been crucial to his success in the accounting field, helping him build the necessary analytical skills and industry knowledge essential for providing expert financial guidance.
His significant contributions have not gone unnoticed; as the Program Director for the Northern California Entrepreneur Of The Year® Program at EY, Michael contributes to recognizing and honoring outstanding entrepreneurs who inspire others through their successful business ventures.
Achievements
- Over 17 years of experience in accounting and financial reporting, focusing on the technology industry.
- Extensive background with high-growth SaaS and mobile gaming companies, advising on various financial transactions.
- Specialized expertise in revenue recognition, business combinations, stock-based compensation, and SEC reporting.
- Executive sponsor of Unity, EY's LGBTQ+ affinity group in the Bay Area, advocating for diversity and inclusiveness.
- Former Assurance Partner, contributing to the development of effective audit strategies and regional technical training at EY.
- Valuable international experience from working in EY’s Melbourne, Australia office, enhancing his capabilities in managing multinational audits.
- Program Director for the Northern California Entrepreneur Of The Year® Program, recognizing and celebrating entrepreneurial excellence.
tags':['17 years experience','technology industry','accounting and financial reporting','high-growth SaaS','mobile gaming companies','IPO registration','PCAOB compliance','LGBTQ+ affinity group','EY assurance partner','Northern California Entrepreneur Of The Year Program','global financial practices','USC Marshall School of Business','audit strategy','revenue recognition','corporate culture'],
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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.
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