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Matthew Lowery

@matthewlowery1

Payroll and Bookkeeping Specialist at Nicholson and Schwartz, processing payroll for over a hundred clients and preparing W-2s for over 500 employees.

United States
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At Nicholson and Schwartz, I own end-to-end payroll processing for over a hundred clients using QuickBooks, with accountability for accuracy and on-time delivery. I also manage bookkeeping for five clients, including transaction classification, journal entries, and monthly reconciliations.

I lead quarterly and year-end payroll reporting, including preparing and distributing W-2 forms to over 500 employees across different organizations. I reconcile payroll records and compensation data against supporting documentation to verify accuracy.

Previously, at ProBand Sports, I directed daily order fulfillment, inventory coordination, and shipping for 35+ orders and thousands of product units per day. I cut order processing time by 70% through improvements to shipping, packing, and data entry workflows.

Experience

Work history, roles, and key accomplishments

TO

Real Estate Investment Intern

TSAO Family Office

Jan 2021 - Jun 2021 (5 months)

Identified and qualified 10+ investment opportunities daily through industry outreach and researched U.S. housing markets to inform more than $3 million in residential acquisitions.

Education

Degrees, certifications, and relevant coursework

Foothill Community College logoFC

Foothill Community College

Post-Baccalaureate Coursework, Accounting

2026 -

Pursuing post-baccalaureate accounting coursework toward CPA educational requirements, expected completion in December 2026.

CFA Institute logoCI

CFA Institute

CFA Level I, Finance

Passed the CFA Level I Examination in February 2023.

University of California, Santa Barbara logoUB

University of California, Santa Barbara

Bachelor of Arts, Economics

Grade: 3.7/4.0

Earned a B.A. in Economics with a minor in Philosophy, graduating with a GPA of 3.7/4.0.

Tech stack

Software and tools used professionally

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