May 29, 2015 ,

Position:

  • Senior Manager

Years of Experience:

  • Nine

Education:

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

Experience:

  • Manager on a variety of audits including nonprofit, charter schools, 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 audits of federal financial assistance programs pursuant to OMB Circular A-133/Uniform Guidance and Government Auditing Standards.
  • Conducts audits in accordance with Guide for Annual Audits of K-12 Local Education Agencies and State Compliance Planning.
  • Serves as the firm’s Recruiting Director, responsible for identifying and recruiting talented professionals beginning their public accounting career.

Professional and Civic Affiliations:

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

Recent Continuing Education:

  • AICPA Audit & Attestation Issues Facing CPAs
  • AICPA FASB Review for Business & Industry
  • CalCPA School Districts Conference
  • AICPA, Non-Profit Conference
  • AICPA, Foundations in Governmental Accounting
  • AICPA, Solving Complex Single Audit Issues for Government and Nonprofit Organizations
  • AICPA, Applying A-133 to Nonprofit and Government Organizations
  • Various in-house training related to Accounting and Auditing, Internal Control Structure, Fraud, Single Audit Act, GASB Updates, Nonprofit, Joint Power Authorities.