May 29, 2015 ,

Position:

  • Senior Manager

Years of Experience:

  • Eight

Education:

  • California State University, Chico, B.S., Business Administration (Accountancy)

Experience:

  • Manager on a variety of audits including nonprofit, charter schools, school districts, county offices of education, community colleges, governmental entities, employee benefit plans and privately held businesses.
  • Manages and supervises staff on each engagement, with varying degrees of experience. Responsible for financial statement presentation, footnotes, management letters and other required communications.
  • Assists in the daily progress of audit fieldwork.
  • Conducts compliance audits of federal and state grants pursuant to Government Auditing Standards and Uniform Guidance (formerly OMB Circular A-133).
  • Conducts compliance audits in accordance with Guide for Annual Audits of K-12 Local Education Agencies and State Compliance Reporting and Contracted District Audit Manual, issued by the California Community Colleges Chancellor’s Office..

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Governement Finance Officers Association
  • Chico State Alumni Association

Recent Continuing Education:

  • GFOA, Advance Government Training
  • AICPA, Foundations in Governmental Accounting
  • Applying Uniform Guidance to Governmental Organizations
  • GASB 34 Report Preparation and Conversion Entries
  • Audits in Accordance with Proposition 39/Performance Audit Standards
  • California Community College Contracted District Audit Manual
  • California Professional Ethics
  • AHI Supervisory Training
  • Various in-house training related to Accounting and Auditing, Internal Control Structure, Fraud, Single Audit Act, GASB Updates, Nonprofit, Joint Powers Authorities.