Position:

  • Senior Associate

Years of Experience:

  • Three

Education:

  • University of California, Davis, Graduate School of Management, MPAc (Master of Professional Accountancy)
  • University of California, Davis, B.S. Managerial Economics

Experience:

  • Senior Associate on a variety of audits including nonprofits, employee benefit plan, school districts, governmental entities and privately held businesses.
  • 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).
    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.
  • Experience with a Big Four CPA firm before joining Gilbert Associates.

Professional Affiliations:

  • American Institute for Certified Public Accountants (AICPA)

Recent Continuing Education:

  • AICPA – Fundamentals of Governmental Accounting and Reporting
  • AICPA – Fundamentals for Performing a Single audit Under the Uniform Guidance for Federal Awards
  • 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.