MossAdams - Matthew McKittrick

Industry Expertise

Technology

Practice Focus

Data Analytics Health Care Consulting Risk & IT Compliance Software Products

Biography

Since 2005, Matt has dedicated much of his career to solving complex employee stock-based compensation data conversion, accounting, and tax challenges. He’s a Certified Equity Professional and experienced with the major equity administration platforms (Schwab, E*TRADE, Fidelity, insight software, and Shareworks).

Matt specializes in financial reporting, aspects related to merger, divestiture, and corporate transaction support; data conversion and setup due to vendor or platform changes; federal income tax provision setup; and implementing US and global tax mobility tracking functionality.

External Publications

Operational Efficiency in Equity Plans: Turning Chaos into Clarity (NASPP Blog, September 2024)

Selected Speaking Engagements

AI and the Future of Equity Plan Administration
(NASPP Conference, October 2024)
Technology Advancements in Equity Compensation
(GEO NorCal Forum, September 2024)
Operational Excellence: Automation and Data Driven Management
(GEO Conference, April 2023)
4 Ways to Establish Operational Excellence in Plan Administration
(NASPP Conference, October 2022)
Operational Excellence in Equity
(GEO Virtual Conference, October 2021)
6 Power Moves for the Data Analyst
(AIBLE, October 2021)
M&A - Insights from Experience
(GEO’s National Conference, April 2021)

Professional Affiliations

Certified Equity Professional (CEP)
Certified Information Systems Auditor (CISA)
Member, National Association of Stock Plan Professionals Member, Global Equity Organization

Education

BA, economics, University of Virginia
MBA, University of Colorado

Insights from Matthew McKittrick

Operational Efficiency in Equity Plans: Turning Chaos into Clarity

These tips can help equity professionals meet the SEC’s T+1 requirement, streamline processes, and reduce costs.

How to Become a Data-Driven Organization with KPI Management

Improve company performance and efficiency when you use data insights to make decisions and pinpoint opportunities. Learn more.

Drive Operational Excellence with Equity Process Assessments

Streamline your equity administration team functions and reduce complexity with an equity process assessment. Learn more.

Find Business Value with AI and Machine Learning

Reduce costs and make informed business decisions when you identify how and where AI can be implemented into your business.

Understanding Data Stores: Reviewing Data Warehouses, Data Lakes, and Lakehouses

Understand the differences between popular data store approaches and the implications of choosing one over the other.

Modern Approaches for Equity to Payroll Reconciliations

Learn how to avoid compliance risks and streamline processes with technology-driven, automated data solutions.

SEC’s T+1 Settlement Requirements, Impacts, and Technology to Help

New rule from the SEC requires speedier transaction times but technology can help organizations prepare.

Identify KPI Metrics to Make Better Use of Data Analytics

Identify the best key performance indicator metrics to track your businesses progress and identify improvement areas.

Forecasting Stock-Based Compensation Expenses

Learn tips to develop an accurate forecasting process for your company to help save time, align with financial reports, and more.

Accelerate Your Human Capital Strategy with an Organizational Data Model

Discover how data modeling can offer a grounded, objective view of your organization and help inform decision-making.

Find Solutions to Stock-Based Compensation Reconciliation Challenges

Efficient data transfer and a dependable reconciliation process are essential for navigating the T+1 settlement requirement.

Payroll Tax Considerations for Remote Workers and a Checklist to Mitigate Risk

Navigate payroll tax considerations for employees working outside the home state where your business is registered.