Matthew O'Rourke

Matthew O'Rourke

Partner, Financial Services Practice, CPA · +1 (646) 776 6270
Leave a messagearrowCreated with Sketch.

Matthew O’Rourke is a partner in the financial services assurance practice in the New York regional offices of Baker Tilly US, LLP.

  • More than twelve years of experience in accounting and auditing for both public and privately held companies including U.S. GAAP and SEC reporting requirements.
  • Serves as the firm’s asset management professional practice liaison, which includes responsibility and oversight over technical and general assurance matters impacting the firm’s asset management practice.
  • Significant experience includes investment companies and alternative asset funds, registered investment advisers, both carrying and non-carrying broker-dealers and related financial service entities.
  • Experience includes developing audit approaches for entities with complex capital structures and as well as developing testing approaches over Level 3 investments under ASC 820 – Fair Value Measurements.
  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • Speaker, providing in-house technical training seminars and continuing professional education to internal staff on various accounting and auditing matters
  • Involved in firm-wide development of asset management and broker-dealer audit templates and training material

Location

New York

Education

Masters of Accounting

Bachelor of Science in finance and economics

Tulane University (New Orleans, Louisiana)