Nov 14, 2018 ,

Position:

  • Senior Manager

Years of Experience:

  • Twelve

Education:

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

Experience:

  • Senior manager on a variety of audits and other attestation engagements including privately held businesses, construction contractors, nonprofit organizations, and employee benefit plans.
  • Manages and supervises staff with varying degrees of experience on each engagement. 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 Uniform Guidance and Government Auditing Standards.

Professional Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Association of Certified Fraud Examiners (ACFE)

Recent Continuing Education:

  • AICPA, Implementing New Standards for NFPs
  • AICPA, Accounting for Nonprofit Grants and Contracts
  • AICPA, Employee Benefit Plan Audit Quality Center, 2018 Managers and Supervisors Audit Planning
  • AHACPA, HUD Accounting & Auditing Update
  • Investment Fraud – Ponzi Schemes and Advance Fee Fraud
  • Auditor’s Response to the Fraud Risk Assessment
  • Fraud in Smaller Entity Engagements
  • Benford’s Law – The Fraud Detective
  • California Professional Ethics