May 29, 2015 ,

Position:

  • Audit Manager

Years of Experience:

  • Eight

Education:

  • Loyola Marymount University, Bachelor of Science in Accounting

Experience:

  • Manager on a variety of nonprofit, employee benefit plan, and single audits.
  • 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.
  • Experience in the preparation of a variety of individual, trust, partnership, tax-exempt, and corporation returns.

Professional and Civic Affiliations:

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

Recent Continuing Education:

  • AICPA,  Audits of 403(b) Plans: A Challenging New Audit Area
  • AICPA, Foundations in Governmental Accounting
  • AICPA, Studies on Audit Deficiencies: Single and Yellow Book Audits
  • AICPA, Cases in Not-for-Profit Accounting and Auditing
  • AHI Associates, Supervisory Staff Training
  • CalCPA Emerging Leaders Certificate Program
  • Various in-house training related to Accounting and Auditing, Internal Control Structure, Fraud, Single Audit Act, GASB Updates, and Nonprofit Organizations