Feb 8, 2018 ,

Position:

  • Senior Associate

Years of Experience:

  • Five

Education:

  • Saint Mary’s College of California, B.S., Accounting and Minor in Theology and Religious Studies

Experience:

  • Senior Associate on a variety of audits including nonprofits, employee benefit plans, joint powers authorities, real estate and privately held businesses.
  • Public company accounting and auditing experience.
  • Audit experience includes supervising staff and in-charging the day to day operations of the audit engagement.
  • Conducts compliance audits of federal and state grants pursuant to Government Auditing Standards and Uniform Guidance (formerly OMB Circular A-133).
  • Experience with a Big Four CPA firm before joining Gilbert Associates.

Professional Affiliations:

  • American Institute for Certified Public Accountants (AICPA)
  • California Society of CPAs

Recent Continuing Education:

  • AICPA – Uniform Guidance Year 3: A Deeper Dive into Challenging Audit Areas
  • Various in-house training related to Accounting and Auditing, Internal Control Structure, Fraud, Single Audit Act, Nonprofit.