May 29, 2015 ,

Position:

  • Manager

Years of Experience:

  • Seven

Education:

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

Experience:

  • Senior Associate on variety of audits including nonprofit, multifamily housing partnerships, employee benefit plans, and privately held businesses.
  • Audit experience includes supervising staff and in-charging the day to day operations of the audit engagement.
  • Assists clients with preparation of financial statements in accordance with GASB 34 and 35.
  • Conduct audits of federal financial assistance programs pursuant to OMB Circular A-133/Uniform Guidance.
  • 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)
  • Cal Poly Pomona Alumni Association

Recent Continuing Education:

  • CalCPA, Governmental Conference
  • 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
  • Various in-house training related to Accounting and Auditing, Internal Control Structure, Fraud, Single Audit Act, GASB Updates, Nonprofit, Joint Powers Authorities.