Matthew O’Rourke is a principal in the financial services assurance practice in Baker Tilly’s New York regional office. Matt has more than 10 years of experience in accounting and auditing for both public and privately held companies including U.S. GAAP and SEC reporting requirements.

He 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.

Matthew is a principal in the financial services assurance practice in the New York regional offices of Baker Tilly.  

Bachelor of Science in finance and economics

Tulane University (New Orleans, Louisiana)

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

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

American Institute of Certified Public Accountants (AICPA)

New York State Society of Certified Public Accountants (NYSSCPA)

Thanks for the message