Frank, Rimerman + Co. LLP
Industry: Company
DescriptionFounded: 1949 Subsidiary: Frank, Rimerman Consulting LLC
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Frank, Rimerman + Co. LLP Employees
Frank, Rimerman + Co. LLP October 2014 - Present
Career Services, UC Santa Barbara September 2012 - June 2014
Frank, Rimerman + Co. LLP June 2013 - August 2013
Big 5 Sporting Goods July 2010 - August 2012
Skills
Critical Thinking, Statistics, Leadership, Highly detail oriented, Customer Service, Work Well Independently, Regression Analysis, Timely Decision Making, Interpersonal..., Derivatives, Probability, Multi Tasking, Career Counseling, Differential Equations, Partial Differential..., Exceptionally well..., Accounting
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (B.S.) Financial Mathematics and Statistics, Bachelor of Arts (B.A.) Economics and Accounting
Frank, Rimerman + Co. LLP 2008 - Present
Three Rights Left, LLC 2008 - 2012
Symantec Corporation 2005 - 2007
UBS 2003 - 2005
Credit Suisse First Boston 2001 - 2003
Skills
Corporate Finance, Valuation, Mergers, Financial Modeling, Venture Capital, Management Consulting, Mergers & Acquisitions, Due Diligence, Business Strategy, Investment Banking, Investments, Business Development, Team Leadership, Strategy, Corporate Development, Portfolio Management, Financial Reporting, Equities, Investor Relations, Business Valuation, Finance, Management, Financial Analysis, Start-ups, Strategic Planning
Education
University of California, Berkeley 2013 — 2015
Leadership and Management, 4.0 GPA
University of New South Wales 2000 — 2000
Business/Economics
University of California, Santa Cruz 1996 — 2000
B.A., Business Economics, 3.7 GPA
Williams-Sonoma, Inc. August 2015 - Present
Hayward Pipe & Supply Co November 2011 - June 2015
Frank, Rimerman + Co. LLP June 2013 - August 2013
Education
San Jose State University 2008 — 2014
Bachelor of Science (BS) Business Administration, Accounting, 3.6
PwC July 2014 - Present
Sonoma State University August 2012 - May 2014
Frank, Rimerman + Co. LLP June 2013 - August 2013
Costco Wholesale June 2012 - May 2013
Elliott CPA Group, Inc. January 2013 - April 2013
Miller & Associates, CPA February 2012 - June 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Bookkeeping, Tax Preparation, Financial Accounting, Tax, Financial Reporting, Tax Accounting, Bank Reconciliation, QuickBooks, Data Entry, Awesomeness, Internal Revenue Code, Corporate Tax, Laughter Yoga, eating, Harrassing Interns, Jokes, Getting Coffee, Hopscotch
Education
Sonoma State University 2011 — 2014
Bachelor of Science (BS), Accounting, 3.8
Santa Rosa Junior College 2009 — 2011
Associate of Arts in Business Administration, Accounting & Economics, 3.68
Netskope May 2015 - Present
Acadia Healthcare (formerly CRC Health Group) April 2013 - May 2015
Grant Thornton LLP January 2012 - April 2013
Frank, Rimerman + Co. LLP January 2009 - December 2011
Skills
Internal Controls, US GAAP, Venture Capital, Auditing, SEC filings, Revenue Recognition, Assurance, GAAP, Start-ups, Valuation, Budgets, Accounting, Internal Audit, CPA, Sarbanes-Oxley, SEC Filings, Sarbanes-Oxley Act, Financial Reporting
Education
University of Hawaii at Manoa 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jian Ping High School 2001 — 2004
CBS Local Media May 2012 - Present
Sincerely, Inc. December 2011 - May 2012
Our Game Magazine, Inc. March 2010 - May 2012
Iceland Airwaves May 2011 - October 2011
Valur Professional Soccer Club in Iceland February 2011 - October 2011
Vivo Girls Sports, Inc. October 2010 - October 2011
Women's Professional Soccer February 2009 - September 2010
Frank, Rimerman + Co. LLP June 2008 - August 2008
Skills
Facebook, Social Media, Blogging, Integrated Marketing, Press Releases, PowerPoint, Advertising, Marketing, Event Planning, New Business Development, Radio Advertising, Digital Media, Mobile Media, Agency Relationship...
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelors, Accounting
KPMG US January 2015 - Present
Frank, Rimerman + Co. LLP September 2011 - December 2014
Frank, Rimerman + Co. LLP January 2010 - September 2011
Skills
Financial Statements, US GAAP, CPA, Finance, Research, Financial Audits, Start-ups, GAAP, Financial Analysis, Financial Reporting, Revenue Recognition, Financial Accounting
Education
University of Oregon 2004 — 2009
Bachelor's Degree, Accounting and Economics
Squires Maddux & Company, PLLC July 2015 - Present
Bon Appétit Management Company September 2013 - June 2015
Frank, Rimerman + Co. LLP June 2014 - August 2014
Bon Appétit Management Company March 2013 - September 2013
Santa Clara University Athletic Department November 2012 - January 2013
Magic Nissan of Everett June 2012 - September 2012
Magic Nissan of Everett May 2011 - September 2011
Weller's Cafe February 2008 - May 2011
Toys R Us November 2010 - December 2010
Skills
Customer Service, Time Management, Management, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Process Improvement, Social Media, Research, Salesforce.com, Microsoft SQL Server, Fundraising
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor’s Degree, Accounting and Information Systems
Kamiak High School 2007 — 2011
High School
AppLovin July 2015 - Present
AppLovin July 2013 - July 2015
GigaOM July 2012 - July 2013
Seiler LLP August 2011 - June 2012
Frank, Rimerman + Co. LLP September 2008 - August 2011
UC Santa Cruz Bay Tree Bookstore October 2007 - May 2008
Skills
Income Tax, Tax Preparation, Accounts Payable, Tax, Financial Statements, Account Reconciliation, Payroll, Journal Entries, Bank Reconciliation, Revenue Recognition, Accounting, Tax Returns, Financial Reporting, Financial Accounting
Education
UC Santa Cruz 2005 — 2008
Bachelors of Arts, Business Economics with an Emphasis in Accounting
Intel Corporation January 2007 - November 2010
Intel Corporation April 2005 - January 2007
Burr Pilger Mayer October 2003 - April 2005
Frank, Rimerman + Co. LLP August 2000 - October 2003
Skills
Tax, Accounting, International Tax, Corporate Finance, US GAAP, Microsoft Office, Financial Reporting, Auditing, Corporate Tax, State Tax, Microsoft Word, Tax Research, Tax Compliance, Training Curriculum..., Organization &..., Organizational..., Educational Leadership, Financial Accounting, Financial Analysis, Income Tax, Leadership, Microsoft Excel, Tax Preparation
Education
Santa Clara University 2012 — 2016
Master of Business Administration (M.B.A.), 3.7/4.0
University of California, Santa Barbara 1997 — 2000
BA, Business Economics w. Emphasis in Accounting
ARM iNSIGHT, Inc. August 2009 - Present
iFanloyalty / CardPower February 2010 - January 2013
LP Capital Holdings, Inc. July 2008 - August 2009
Andersen Tax September 2007 - June 2008
Cheng and Cheng Limited August 2006 - September 2006
Frank, Rimerman + Co. LLP June 2006 - August 2006
Skills
Product Development, Strategy, Product Management, Business Strategy, Business Development, Corporate Tax, Strategic Partnerships, Start-ups, E-commerce, Project Management, Auditing, Mobile Payments, Analytics, SaaS
Education
University of California, Santa Barbara
BA, Business Economics
Diamond Resorts International® June 2015 - Present
Experis January 2015 - June 2015
Frank, Rimerman + Co. LLP September 2012 - October 2014
Frank, Rimerman + Co. LLP June 2011 - August 2011
Santa Clara University Center of Performing Arts May 2010 - April 2011
APR Communications June 2010 - August 2010
W's Salon June 2009 - February 2010
Peery Piano Academy June 2008 - September 2008
Skills
PowerPoint, Event Planning, Microsoft Excel, Customer Service, QuickBooks, Budgets, Microsoft Word, Management, Social Media, Team Building, Payroll, Accounting, Microsoft Office, Advertising, Outlook, Public Relations, Access, Data Analysis, Photoshop, Leadership, Time Management, Nonprofits, Tax
Education
Santa Clara University 2008 — 2012
Bachelor of Science in Commerce, Accounting
Pinewood School 2004 — 2008
High School Diploma
CBIZ MHM, LLC August 2015 - Present
Frank, Rimerman + Co. LLP September 2012 - July 2015
The University of Arizona June 2012 - July 2012
Education
University of Arizona, Eller College of Management
Master of Accounting
Turn 2 Solutions September 2012 - Present
Turn 2 Solutions December 2008 - August 2012
Kompass Consulting Inc. October 2007 - December 2008
CRC Health Group February 2007 - August 2007
Frank, Rimerman + Co. LLP March 2001 - August 2001
eLease October 2000 - January 2001
Remedy Corporation July 1996 - September 2000
Skills
Management, Business Development, Finance, Sales, SaaS, Salesforce.com, Cloud Computing, Enterprise Software, Strategic Partnerships, Strategy, Strategic Planning, Account Management
Education
San Jose State University 1988 — 1992
Bachelor's degree, International Business
Frank, Rimerman + Co. LLP 1987 - Present
Skills
Tax Research, Tax Preparation, Mergers, Tax Accounting, Cash Flow, US GAAP, S Corporations, Financial Statements, Mergers & Acquisitions, Income Tax, Corporate Tax, CPA, Partnership Taxation, GAAP, Tax Returns, Tax, High Net Worth..., Revenue Recognition, ProSystem fx Tax
Education
San Jose State University
Bachelor of Science (BS)
Notre Dame High School
Revel Systems iPad POS August 2015 - Present
Frank, Rimerman + Co. LLP May 2014 - Present
InnVision Shelter Network June 2013 - September 2013
Pi Sigma Alpha, The National Political Science Honor Society August 2012 - January 2013
Skills
Microsoft Office, Proficient Typing Skills, Community Outreach, Booking Shows, Client Liaison, Organized Multi-tasker, Non-profit Volunteer, Managing Database, Google Docs, PeopleSoft, Bilingual-English/Spanis..., Campaign Management, Events Coordination, Research, Website Development, File Management, Confidentiality, Executive Liaison, PC/Mac, Communications, Microsoft Excel, Social Media, Facebook, Microsoft Word, Time Management, Nonprofits, Customer Service, PowerPoint, Event Planning, Social Networking, Communication, Public Speaking
Education
San Jose State University 2011 — 2013
Bachelor of Arts (B.A.),, Political Science and Government
San Jose State University
Moss Adams LLP May 2015 - Present
Frank, Rimerman + Co. LLP October 2013 - May 2015
San Jose State University August 2012 - August 2013
Zscaler Inc. May 2012 - August 2012
Skills
Microsoft Office, NetSuite, Intacct, Peachtree, QuickBooks, Checkpoint, RIA, Constant Contact, Accounting, Financial Reporting, Leadership, General Ledger, Forecasting, PowerPoint, Microsoft Excel, Teamwork, Management, Communication
Education
San Jose State University 2012 — 2013
Master of Science (M.S.), Taxation
San Jose State University 2008 — 2012
Bachelor's, Business Administration Concentration Accounting, Minor in Communication Studies & Philosophy
Frank, Rimerman + Co. LLP October 2013 - Present
Rabobank October 2012 - May 2013
California Economic Forecast March 2011 - September 2011
Skills
Data Analysis, Financial Analysis
Education
University of California, Santa Barbara 2010 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
Intention Setter: Leadership Coaching & Consulting May 2013 - Present
Frank, Rimerman + Co. LLP September 2003 - May 2013
ASP Advanced Sterilization Products, a Johnson & Johnson Company February 2007 - June 2007
Ernst & Young 2002 - 2002
Skills
Leadership Development, Human Resources, Coaching, Recruiting, College Recruiting, Training, Accounting, Executive Coaching, Talent Management, Performance Management, Management, Training & Development, HR Policies, Change Management
Education
University of San Diego 2005 — 2007
MA
San Jose State University 2000 — 2002
BS
Accomplishment Coaching 2012 — 2013
Coaches' Training Program
Frank, Rimerman + Co. LLP 1998 - Present
Skills
Internal Controls, Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, Accounting
Education
San Jose State University 1997 — 1998
LMGW CPA's LLP August 2013 - April 2015
Krohn + Company, CPAs December 2011 - July 2013
L Pasion Inspections January 2010 - December 2011
Extreme Learning December 2010 - May 2011
Frank, Rimeran + Co. LLP September 2008 - April 2009
Frank, Rimerman + Co. LLP June 2007 - August 2007
Chicken Soup For The Soul September 2006 - December 2006
Skills
Partnerships, Corporate Law, QuickBooks, Payroll, Spreadsheets, Tax, CPA, Accounting, Microsoft Excel, Financial Reporting, Auditing, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Financial Statements, Bookkeeping
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts, Economics; Accounting
Bellarmine College Preparatory 2000 — 2004
Frank, Rimerman + Co. LLP September 2007 - Present
Education
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts, Business Management Economics, Honors
Abbott, Stringham & Lynch September 2007 - Present
Dragomir Fiduciary Services February 2007 - September 2007
Frank, Rimerman + Co. LLP August 1995 - June 2005
Skills
Accounting, QuickBooks, Financial Reporting, Executive Administrative, Corporate Tax, Income Tax, Revenue Recognition, Tax, Internal Controls, Tax Research
Education
San Jose State University
Cisco Systems December 2012 - Present
Cariden Technologies (aquired by Cisco Systems) 2011 - Present
InnoPath Software 2010 - 2011
Vitria Technology 2010 - 2010
Matisse Networks 2007 - 2010
Guidewire Software 2007 - 2007
Sylantro Systems 2000 - 2007
KPMG 1997 - 2000
Abbott, Stringham & Lynch 1992 - 1997
Frank, Rimerman + Co. LLP 1991 - 1992
Skills
Start-ups, Sarbanes-Oxley Act, Revenue Recognition, Financial Reporting, Auditing, Mergers, US GAAP, SEC filings, Enterprise Software
Education
San Jose State University
Masters, Taxation
San Jose State University 1985 — 1990
BS, Business Administration - Accounting
John W. North High School
John W. North High School
Enlighted Inc March 2015 - Present
Frank, Rimerman + Co. LLP November 2010 - March 2015
Global VR November 2000 - November 2010
Skills
Accounts Payable, Sales, Great Plains Software, Accounts Receivable, Accounting, ERP, Human Resources, Management, Microsoft Dynamics, Revenue Recognition, Start-ups, System Administration, Training, Process Improvement, Financial Analysis, Financial Reporting
Education
San Jose State University 2004 — 2007
BA, Business - Human Resources
Frank, Rimerman + Co. LLP August 2014 - Present
Frank, Rimerman + Co. LLP October 2010 - July 2014
Frank, Rimerman + Co. LLP October 2007 - September 2010
Frank, Rimerman + Co. LLP September 2005 - September 2007
Skills
Auditing, Accounting, SOX, Financial Reporting, Assurance, Revenue Recognition, Internal Controls, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Fixed Assets, CPA, Due Diligence, US GAAP, Sarbanes-Oxley, GAAP, Income Tax
Education
University of California, Santa Cruz 2003 — 2005
M.S., Applied Economics and Finance
University of California, Santa Cruz 1999 — 2003
B.A., Business Management Economics
Westmont High School 1995 — 1999
Frank, Rimerman + Co. LLP September 1989 - Present
Skills
Tax Research, Tax, Corporate Tax
Education
Santa Clara University - Leavey School of Business 1985 — 1989
B.S., Accounting
Frank, Rimerman + Co. LLP October 2013 - Present
UC Davis School of Law October 2011 - June 2013
Pi Beta Phi, California Theta Chapter January 2012 - January 2013
State of California Office of the Attorney General June 2011 - September 2011
Education
Santa Clara University - Leavey School of Business 2013 — 2013
Certificate in Advanced Accounting Proficiency, Accounting
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics and Communication Double Major
Santa Clara University September 2014 - Present
Santa Clara University September 2011 - Present
Frank, Rimerman + Co. LLP June 2014 - August 2014
Grupo Tonelero Andino June 2013 - August 2013
Pinnacle Capital Mortgage June 2012 - July 2012
Santa Clara University April 2012 - June 2012
Sacramento Theatre Company June 2011 - September 2011
Eureka Union School District June 2010 - July 2010
Eureka Union School District May 2009 - August 2009
Cabos Mexican Restaurant April 2009 - June 2009
Skills
Spanish, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Analysis, Data Analysis, Microsoft Office, Access, Strategic Planning, Skiing, Fundraising, Time Management, Photoshop, Data Mining, Market Research, Wine Tasting
Education
Santa Clara University 2011 — 2015
Bachelor of Science (B.S.) Commerce, Major: Accounting, Minor: Spanish Studies
Universidad de Ciencias Empresariales y Sociales 2013 — 2013
International Business
Jesuit High School 2007 — 2011
Frank, Rimerman + Co. LLP 1999 - Present
DivcoWest October 1989 - October 1999
Skills
Accounting, Great Plains Software, Customer Relations, Microsoft Dynamics, Financial Reporting, ERP, Business Process..., Budgeting, Revenue Recognition, Budgets, CRM, Business Process, Customer Service, Business Intelligence, SaaS, Start-ups, Strategy, Business Strategy, Financial Analysis, Auditing, Microsoft SQL Server, Strategic Planning, Accounting System, Sarbanes-Oxley Act, Microsoft CRM, NetSuite, Intacct, GAAP, Software, Professional Services, Software Implementation, Microsoft Dynamics GP
Education
San Jose State University 1985 — 1987
B.S., Finance
San Jose State University 1985 — 1987
B.S. Finance, Finance
Deloitte August 2015 - Present
Deloitte July 2013 - Present
Frank, Rimerman + Co. LLP January 2010 - July 2013
Skills
GAAP, Revenue Recognition, US GAAP, Accounting, Internal Controls, Auditing, CPA, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Assurance, Financial Statements, Mergers & Acquisitions
Education
University of California, Santa Cruz 2005 — 2009
B.A., Business Management Economics; Accounting
Frank, Rimerman + Co. LLP January 2015 - Present
Sustainable Contra Costa December 2012 - Present
Frank, Rimerman + Co. LLP August 2014 - December 2014
Frank, Rimerman + Co. LLP June 2012 - July 2014
Virtual Development Corporation October 2009 - June 2012
Aurora School 2006 - 2010
Bravosoft, LLC June 1996 - October 2009
Frank, Rimerman + Co. LLP September 1991 - August 1995
Skills
Financial Analysis, Accounting, Real Estate, Financial Reporting, Budgets, Accounts Payable, General Ledger, Property Management, QuickBooks, Accounts Receivable, Cash Flow, Microsoft Excel
Education
University of California, Berkeley 1987 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Bishop Amat HIgh School 1985 — 1987
Frank, Rimerman + Co. LLP August 2014 - Present
Frank, Rimerman + Co. LLP September 2012 - August 2014
Westinghouse Solar June 2011 - August 2011
Akeena Solar June 2010 - August 2010
Skills
GAAP, Tax, Financial Reporting, Leadership, Financial Accounting, Microsoft Excel, Accounting, Microsoft Office, CPA, PowerPoint
Education
University of California, Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Economics and Accounting
Bay Area Wine Company September 2015 - Present
Multiple Bay Area Families February 2013 - August 2015
Private Family November 2010 - February 2014
Flourish Chiropractic Studio December 2012 - January 2013
Frank, Rimerman + Co. LLP October 2011 - February 2012
Frank, Rimerman + Co. LLP May 2006 - September 2011
Frank, Rimerman + Co. LLP January 2005 - May 2006
Skills
QuickBooks, Quicken, Family Office, High Net Worth..., Accounts Payable, Accounts Receivable, Highly detail oriented, Relating to Clients, Payroll, Accounting, Cash Flow, Account Reconciliation, Childcare, Experience Working with..., Child Development, Budgets, Internal Controls, Management, Administrative...
Education
St. Edward's University 2002 — 2004
Bachelor of Business Administration, Accounting
TEXAS STATE UNIVERSITY 1999 — 2002
Business Administration
Frank, Rimerman + Co. LLP 2013 - Present
Sensiba San Filippo LLP January 2013 - April 2013
Education
San Jose State University 2012 — 2013
Master of Science (M.S.), Accounting
San Jose State University 2006 — 2011
BM - Jazz Studies
Frank, Rimerman + Co. LLP September 2010 - Present
Trans Pacific Pallet June 2007 - August 2010
GNPower Ltd Co. June 2009 - September 2009
Skills
Tax, QuickBooks, Finance, Microsoft Excel, Tax Preparation, PowerPoint, Account Reconciliation, Financial Planners, High Net Worth...
Education
University of Oregon 2006 — 2010
BS, Accounting and Economics
Altum Partners LLP April 2015 - Present
GALLINA LLP November 2013 - Present
Marcum LLP June 2009 - November 2013
Ernst & Young LLP November 2003 - May 2009
Frank, Rimerman + Co. LLP September 1995 - November 2003
Education
San Jose State University 1997 — 2002
Masters, Taxation
San Jose State University 1991 — 1992
Business Management, Accounting
Univ. of Berkeley
Crowe Horwath LLP July 2013 - Present
Frank, Rimerman + Co. LLP September 2010 - July 2013
Skills
Revenue Recognition, Financial Modeling, Financial Statements, Business Valuation
Education
University of California, Santa Barbara 2006 — 2010
Business Economics, Emphasis in Accounting
FireEye, Inc. June 2015 - Present
The Clorox Company December 2012 - June 2015
The Clorox Company June 2011 - December 2012
Frank, Rimerman + Co. LLP November 2005 - June 2011
Frank, Rimerman + Co. LLP January 2005 - October 2005
Skills
US GAAP, Internal Controls, Financial Analysis, Auditing, Accounting, Revenue Recognition, Consolidation, Corporate Finance, CPA
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2004
Bachelor of Science (BS), Business Administration
University of California, Berkeley 2000 — 2004
Bachelor of Arts, History
Frank, Rimerman + Co. LLP January 2004 - Present
Skills
Audit, Revenue Recognition, Accounting, GAAP, Auditing, US GAAP, Management, Internal Controls, Financial Reporting, CPA, Corporate Tax, Tax Accounting, Assurance, Tax Research, Financial Statements
Education
University of California, Santa Barbara 1999 — 2003
Dual Major Accounting and Philosophy
SRI International February 2014 - Present
California Society of CPAs/CalCPA Education Foundation May 2014 - Present
Frank, Rimerman + Co. LLP January 2010 - January 2014
St. Mary's School January 2005 - February 2008
Challenger School July 2006 - June 2007
Skills
Tax Research, Tax Return Preparation, Tax Compliance, Non-profits, Tax Accounting, Tax Preparation, Singer/Songwriter, Vocal Performance, Vocalist, Foreign Tax Credit, Foreign Account Tax..., ProSystem fx Tax, Singing, Accounting, Tax, Nonprofits, CPA
Education
Santa Clara University - Leavey School of Business 2007 — 2009
B.S. in Commerce, Accounting
UC Santa Cruz 2003 — 2004
Voice and Opera
Lynbrook High School 1999 — 2003
VMware June 2015 - Present
MUFG Americas December 2011 - June 2015
Resources Global Professionals May 2011 - October 2011
Frank, Rimerman + Co. LLP January 2006 - April 2011
Iron Mountain 2003 - 2005
Frank, Rimerman + Co. LLP 2002 - 2003
Arthur Andersen 1998 - 2002
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Finance, Financial Analysis, Accounting, Management, GAAP, Auditing, US GAAP, Sarbanes-Oxley, Forecasting, CPA, Business Process..., SEC Filings
Education
Santa Clara University 1996 — 2000
BSC, Accounting
Mission San Jose 1992 — 1996
San Francisco State University
Graduate Study - Spanish Literature
Frank, Rimerman + Co. LLP September 2007 - Present
Skills
Tax, Tax Research, ProSystem fx Tax, Partnership Taxation, Income Tax, Corporate Tax, GAAP, Tax Accounting, Tax Preparation, CPA
Education
University of California, Santa Cruz 2003 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics
San Jose State University
Master’s Degree, Taxation
Burr Pilger Mayer June 2012 - Present
Frank, Rimerman + Co. LLP September 2010 - June 2012
Skills
Tax Preparation, Tax Compliance, Individual Taxation, Partnership Taxation, Corporate Tax, Trust Accounting, Tax Research, Tax Accounting, Income Tax, Tax, Accounting, ProSystem fx Tax, Financial Accounting, Trusts, High Net Worth..., GAAP, Family Office
Education
University of California, Santa Barbara 2006 — 2010
B.A., Business Economics, Emphasis in Accounting
Frank, Rimerman + Co. LLP June 2000 - Present
Cover Buelow & Co. January 1999 - May 2000
Pacific Data Images (PDI) November 1996 - December 1998
Living Properties, Inc. April 1986 - September 1996
Skills
Federal and state..., Intacct accounting..., Sales and Property tax..., Payroll, Accounting, Financial Reporting, Consolidation, Financial Statements, Sales Tax, QuickBooks, Internal Controls, Variance Analysis, Financial Analysis, Start-ups, Account Reconciliation, Revenue Recognition, US GAAP
Education
Society of Management Accountants 1992 — 1996
CMA, Management Accounting
Seneca College of Applied Arts and Technology 1992 — 1994
Honors, Cost and Management Accounting
Jazz Pharmaceuticals September 2015 - Present
Jazz Pharmaceuticals July 2013 - Present
Frank, Rimerman + Co. LLP September 2010 - July 2013
Frank, Rimerman + Co. LLP June 2009 - August 2009
Skills
GAAP, US GAAP, Spanish, Revenue Recognition, CPA
Education
University of California, Santa Barbara 2006 — 2010
Business Economics, Accounting
St. Francis High School
Frank, Rimerman + Co. LLP 1990 - Present
BDO Seidman 1982 - 1990
KPMG 1979 - 1982
Skills
GAAP, Auditing, Accounting, US GAAP, Financial Reporting, Revenue Recognition, Mergers & Acquisitions, Due Diligence, IPO, Internal Controls, CPA, Tax Preparation, Tax, Financial Analysis, Assurance, General Ledger, Financial Accounting
Education
The University of Connecticut 1971 — 1975
Bachelor of Science, Accounting
Frank, Rimerman + Co. LLP October 2014 - Present
Rodan + Fields Dermatologists August 2011 - Present
Agilent Technologies 1999 - 2009
Ernst & Young 1993 - 1999
Skills
Entrepreneurship, Strategic Planning, Skin Care, Customer Service, Coaching, Acne, Cross-functional Team..., Event Planning, New Business Development, Salesforce.com, Marketing Strategy, Product Marketing, Marketing, Sales, Start-ups, Business Development, Strategy, Direct Sales, Leadership, Team Building, Competitive Analysis, Small Business, Social Networking
Education
UCSB 1989 — 1993
Bachelor of Arts (BA), Business/Managerial Economics
OneLogin, Inc. June 2015 - Present
Frank, Rimerman + Co. LLP August 2014 - May 2015
Frank, Rimerman + Co. LLP September 2013 - August 2014
Frank, Rimerman + Co. LLP December 2011 - September 2013
Frank, Rimerman + Co. LLP September 2010 - December 2011
UofA BookStores October 2007 - June 2010
Skills
Sarbanes-Oxley Act, Accounting, Internal Controls, Microsoft Exchange, IT Compliance, Active Directory, IT Audit, SOC 1, SOC 2, SOX Compliancy, Windows Server, Microsoft Excel, Tax, Auditing, PowerPoint, Financial Accounting
Education
University of Arizona 2005 — 2009
BA, History Minor Business
Serra High School
Serra High School
Frank, Rimerman + Co. LLP September 2012 - Present
Academic Trainers September 2009 - June 2010
Skills
Accounting, Financial Reporting, Tax, Financial Accounting, Financial Analysis, Auditing, Income Tax, Tax Returns, Tax Preparation, Tax Accounting, Financial Statements, Account Reconciliation
Education
University of California, Santa Barbara 2010 — 2012
Economics & Accounting
Frank, Rimerman + Co. LLP Director of FinanceInnovateUADecember 2014 - February 2015
Frank, Rimerman + Co. LLP July 2014 - July 2014
PwC July 2014 - July 2014
Phi Alpha Delta Law Fraternity, International August 2013 - January 2014
Capstone Equities July 2013 - November 2013
Pima County July 2013 - November 2013
King & Duck March 2011 - August 2012
La Paz Dormitory August 2011 - May 2012
Skills
Microsoft Excel, Sales, Operations Management, Accounting, Sales Management, Sales Operations, Retail Sales, Retail Marketing, Inventory Management, Cashiering, Adobe Photoshop, Adobe Dreamweaver, Microsoft Powerpoint, Microsoft Word, Customer Service, Financial Accounting, Cost Accounting, Auditing, PowerPoint, Event Planning, Time Management, Public Speaking, Social Networking, Leadership, Microsoft Office, Teamwork
Education
University of Arizona 2011 — 2015
Bachelor of Science (B.S.), Accounting, GPA 3.6 (Cum Laude)
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science (B.S.), Accounting, GPA 3.6 (Cum Laude)
Frank, Rimerman + Co. LLP August 2015 - Present
TVU networks April 2011 - July 2015
San Jose Public Library January 2003 - April 2011
San Jose State University January 2009 - May 2009
Skills
Library, Community Outreach, Editing, Customer Service, Office Management, Time Management, Video, Strategic Partnerships, Management, Broadcast, Television, CRM, Sales Operations, Broadcast Television, Digital Media, Video Production, Account Management
Education
San Jose State University 2007 — 2009
Bachelor, Child and Adolescent Development
Frank, Rimerman + Co. LLP August 2015 - Present
Frank, Rimerman + Co. LLP September 2012 - July 2015
Frank, Rimerman + Co. LLP September 2008 - August 2012
Frank, Rimerman + Co. LLP September 2006 - August 2008
Education
University of California, Santa Barbara 2004 — 2006
B.A ., Business Economics with an emphasis in Accounting
Switch Communications, Inc. February 2015 - Present
Frank, Rimerman + Co. LLP September 2011 - February 2015
Skills
Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, CPA, Financial Audits, Assurance, Finance, Risk Assessment, Venture Capital, GAAP, US GAAP, Accounting, Financial Reporting, Auditing, Financial Accounting, SEC filings, Financial Statements
Education
UCSB 2010 — 2011
Master of Arts (MA), Economics
UCSB 2006 — 2010
Bachelor of Arts (BA), Business Economics w/ Accounting Emphasis
Frank, Rimerman + Co. LLP June 2015 - August 2015
Fastex March 2012 - June 2015
Accounting Students Organization September 2013 - December 2014
Volunteer Income Tax Assistance (VITA) January 2014 - May 2014
Spruce Elementary January 2013 - June 2013
Campus Store at Alameda High School September 2010 - June 2011
Skills
Financial Accounting, Managerial Accounting, Communication Studies, Technical and..., Business Calculus, Statistics, Microeconomics, Macroeconomics, Competitive Analysis, Customer Service, Training, Finance, Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, PowerPoint, Public Speaking, Teamwork, Time Management
Education
San Francisco State University 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Alameda High School
Frank, Rimerman + Co. LLP October 2013 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Income Tax, Microsoft Word, Leadership, Corporate Tax, Partnership Taxation, Team Leadership, CPA
Education
Tulane University - A.B. Freeman School of Business 2008 — 2013
Master-Accounting, BSM-Finance
Frank, Rimerman + Co. LLP September 2014 - Present
Movoto December 2013 - Present
Movoto August 2013 - December 2013
Intuitive Surgical November 2012 - March 2013
Intuitive Surgical June 2012 - August 2012
South Valley Angels February 2012 - July 2012
Skills
Accounting, Leadership, Microsoft Excel, Teamwork, PowerPoint, Time Management, Finance, Auditing, Microsoft Office, Analysis, Microsoft Word, Customer Service, Sales, QuickBooks, Budgets, Access, Outlook, Peachtree, Financial Analysis, Accounts Payable, Data Analysis, Salesforce.com, Event Planning, Data Entry, Human Resources, Research, Forecasting, SAP ERP, Microsoft Dynamics GP, Business Intelligence, Corporate FP&A, Adaptive Insights Suite, Intacct, NetSuite
Education
San Jose State University 2007 — 2013
Bachelor of Science (BS), Accounting and Finance
Silver Creek High School
Frank, Rimerman + Co. LLP July 2015 - Present
Vietnamese Student Association September 2014 - June 2015
Savory Kitchen November 2013 - June 2015
Delta Sigma Pi - Gamma Xi Chapter May 2013 - February 2014
Aeris Communications June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, MS Excel Pivot Tables, PowerPoint, Microsoft Word, NetSuite, Salesforce.com, VBA, Hoovers, Access, Visio, Pivot Tables, Event Planning, Public Speaking, Data Analysis, Leadership, Social Networking, Cooking, QuickBooks, Research, Social Media
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor's Degree, Management Information Systems, General, Senior
Langley Enterprises 2014 - Present
Airbnb 2011 - Present
Frank, Rimerman + Co. LLP 2007 - 2013
The Last Call Bar 2004 - 2006
Cotelligent, Inc. 1999 - 2003
Skills
QuickBooks, Microsoft Office, Microsoft Excel, Budgets, Outlook, Quicken, PowerPoint, Office Management, Event Planning, Accounting, Accounts Payable, Tax, General Ledger, Financial Reporting, Auditing, Financial Accounting, Tax Research, Leadership
Education
San Francisco State University 2003 — 2005
Bachelor's Degree, English Literature
Daley's Drywall & Taping, Inc. September 2009 - Present
Frank, Rimerman + Co. LLP June 2007 - September 2007
UC Santa Cruz September 2005 - September 2006
Education
University of California, Santa Cruz 2004 — 2008
Business Management Economics with an emphasis in Accounting and Legal Studies
Del Mar High School 2000 — 2004
High School
Frank, Rimerman + Co. LLP February 2012 - Present
Apple Inc. October 2011 - August 2012
Apple October 2010 - October 2011
UC Santa Cruz September 2009 - March 2010
Skills
Microsoft Office, Windows, Computer Hardware, Active Directory..., SharePoint, Microsoft Office..., Symantec Backup, WebEx, Exchange 2010/2007/2003, iWork, Mac OS X, Final Cut Pro, Mac OS, iPhone, Mac, OS X
Education
UCSC 2007 — 2010
BA, Psychology, Film/Digital Media
The University of New Mexico 2005 — 2007
Nutanix February 2014 - Present
RealScout October 2013 - January 2014
Frank, Rimerman + Co. LLP 2011 - October 2013
Pombo Landscape 1999 - 2011
Advanced Remote Technologies, Inc. 1996 - 1999
Diablo/Landscape West 1993 - 1996
Skills
QuickBooks, Payroll, Management, Accounts Payable, Office Management, Accounting, Microsoft Excel, Microsoft Office, Human Resources, Administrative..., Accounts Receivable, Outlook, PowerPoint, Customer Service, Tax, ADP Payroll, Microsoft Word, General Ledger, Financial Reporting, Event Management, Access, Administrative..., Tax Preparation, SharePoint, Invoicing, Project Management, Project Planning, Event Planning
Education
National University
Bachelor of Business Administration (BBA), Project Management
San Jose City College
Business Administration
Federal Reserve Bank of San Francisco July 2013 - Present
Self Employed April 2009 - July 2013
Frank, Rimerman + Co. LLP August 2008 - April 2009
Frank, Rimerman + Co. LLP June 2006 - August 2008
Pillsbury Winthrop Shaw Pittman LLP March 2006 - May 2006
Illuminations June 2005 - January 2006
Skills
General Ledger, Journal Entries, Accounts Payable, Account Reconciliation, Microsoft Excel, QuickBooks, Accounting, Accounts Receivable, Financial Accounting, Tax Accounting, Great Plains Software, Financial Reporting, Financial Statements, Economics, Windows, Microsoft Word, Bookkeeping, Nonprofits, Retail, Stock Market, Microsoft Office
Education
Sonoma State University
Bachelor's degree, Economics
Sonoma State University
Bachelor of Science (BS), accounting
Meltwater January 2015 - Present
Meltwater November 2014 - January 2015
Meltwater February 2013 - September 2014
Meltwater October 2012 - February 2013
Frank, Rimerman + Co. LLP September 2011 - September 2012
UC Santa Cruz September 2010 - June 2011
Skills
Sales, Cold Calling, Microsoft Excel, Microsoft Office, Media Monitoring, Social Media, Social Media Outreach, Media Outreach, Account Management, Account Maintenance, Strategic Consulting, Sales Process, Up-selling, Solution Selling, Sales Prospecting, Qualifying Prospects, Lead Generation, Contract Negotiation, New Business Development
Education
University of California, Santa Cruz 2007 — 2011
BA, Business Management Economics
Sutter Hill Ventures January 2014 - Present
Frank, Rimerman + Co. LLP August 2012 - November 2013
Frank, Rimerman + Co. LLP September 2009 - September 2012
Frank, Rimerman + Co. LLP September 2007 - September 2009
Skills
Tax Research, GAAP, ProSystem fx Tax, Partnership Taxation, Tax, High Net Worth..., Accounting, Income Tax, Corporate Tax, CPA, Tax Preparation, US GAAP, Tax Accounting, CCH ProSystem fx, FIN 48, Tax Returns
Education
University of Arizona, Eller College of Management 2002 — 2006
BS in Business Administration, Accounting
Frank, Rimerman + Co. LLP May 2013 - Present
Shimizu Orthodontics April 2011 - January 2013
Jamba Juice January 2007 - March 2011
Apple August 2009 - July 2010
Jamba Juice 2005 - 2007
Jamba Juice 2003 - 2005
Skills
Accounts Payable, Store Operations, Accounts Receivable, Budget Monitoring, Recruiting, Microsoft Office, Customer Service, P&L Responsibility, Bookkeeping, Appointment Scheduling, Master Scheduling, Travel Arrangements, Supply Ordering, Staff Development, Hiring Employees, Handle Confidential..., Inventory Management, Event Planning, Meeting Planning
Education
San Jose State University 2004 — 2010
Frank, Rimerman + Co. LLP August 2014 - Present
Frank, Rimerman + Co. LLP October 2011 - Present
Skills
Accounting, Income Tax, Tax Preparation, Partnership Taxation, Corporate Tax, Financial Accounting, Tax Returns, High Net Worth..., Options, Tax Research, Individual Taxation, Tax
Education
Santa Clara University 2008 — 2009
Certificate of Advanced Accounting Proficiency
UC Santa Barbara 2002 — 2006
Bachelor of Science (BS)
Frank, Rimerman + Co. LLP September 2011 - Present
UC Santa Barbara March 2008 - December 2010
Education
The University of Glasgow 2010 — 2010
University of California, Santa Barbara 2006 — 2010
BA, Business Economics w/ Accounting, Honors
Frank, Rimerman + Co. LLP September 2010 - Present
Skills
Tax Research, ProSystem fx Tax, Tax Accounting, Corporate Tax, Income Tax, Partnership Taxation, Tax, Accounting, Microsoft Excel, High Net Worth..., S Corporations, CPA, Tax Preparation, US GAAP, Financial Accounting
Education
San Jose State University 2012 — 2016
Master’s Degree, Taxation
San Jose State University 2008 — 2010
Bachelor’s Degree, Business Administration/Accounting
Frank, Rimerman + Co. LLP October 2013 - Present
Gannett November 2009 - October 2013
Gannett November 2007 - October 2009
Gannett November 2005 - October 2007
Rock White & Associates August 2004 - July 2005
Skills
Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act, General Ledger, Accounting, Internal Audit, Auditing, Financial Accounting, IT Audit
Education
Strome College of Business 2001 — 2005
BSBA, Accounting, Information Technology
Frank, Rimerman + Co. LLP September 2010 - July 2012
UC Santa Barbara September 2009 - June 2010
Frank, Rimerman + Co. LLP June 2009 - August 2009
Mesa Lane Partners January 2009 - June 2009
Education
UC Santa Barbara 2006 — 2010
Bachelor of Arts, Business Economics with an Emphasis in Accounting and Environmental Studies
Pure Storage November 2014 - Present
Deloitte & Touche LLP September 2011 - October 2014
Santa Clara University Accounting Association March 2009 - June 2011
Greater San Jose Hispanic Chamber of Commerce August 2010 - September 2010
Frank, Rimerman + Co. LLP June 2010 - August 2010
UBS Wealth Management April 2010 - June 2010
Santa Clara University December 2007 - September 2008
Skills
External Audit, Independent Thinker, Self Driven, Finance, Non-profits, Investments, Spreadsheets, Financial Analysis, Accounting, Business Valuation, Data Analysis, Auditing, Access, Salesforce.com, PeopleSoft, Nonprofits, Free Thinking, Self-driven, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Accounting & Finance, Business
Anza Animal Clinic March 2015 - Present
Ridgeview Ranch March 2015 - Present
Titanium, LLC March 2014 - October 2014
Frank, Rimerman + Co. LLP September 2011 - July 2013
CBIZ September 2010 - July 2011
Skills
Tax Preparation, Auditing, Accounts Payable, Tax, Accounting, Tax Returns, Financial Accounting, GAAP
Education
Glendale Community College 2015 — 2016
Substance Abuse/Addiction Counseling
University of California, Santa Barbara 2006 — 2010
Bachelor, Business Economics w/ emphasis in Accounting, English
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Business Law, International Marketing, Economics
Frank, Rimerman + Co. LLP March 2010 - Present
Pacific Peninsula Group January 2001 - Present
Frank,Rimerman & Co. January 1986 - January 2001
Arthur Andersen & Co January 1982 - January 1986
Education
University of Iowa - Henry B. Tippie College of Business 1978 — 1982
Bachelors, Accounting
University of Iowa
Bachelors of Business Administration, Accounting Major
Frank, Rimerman + Co. LLP October 2011 - Present
Frank, Rimerman + Co. LLP January 2010 - October 2011
Willow Street Woodfired Pizza July 2005 - January 2010
Frank, Rimerman & Co. June 2008 - August 2008
Skills
US GAAP, Accounting, Financial Reporting, Payroll, Revenue Recognition, QuickBooks, Internal Controls, General Ledger, Accounts Receivable, Account Reconciliation, Microsoft Office, NetSuite, Sarbanes-Oxley Act, Microsoft Word, CPA, GAAP, Tax Accounting
Education
San Jose State University 2004 — 2008
BS, Business Administration- Concentration in Accounting
Los Gatos High School 2000 — 2004
High School Diploma
Oracle November 2013 - Present
Oracle Corporation November 2010 - September 2013
Oracle Corporation January 2009 - October 2010
Oracle Corporation April 2007 - October 2010
Frank, Rimerman + Co. LLP January 2004 - April 2007
Skills
Sarbanes Oxley..., Revenue Recognition, SOX, US GAAP, Internal Controls, SEC filings, Financial Reporting, Auditing, Accounting, GAAP, Internal Audit, General Ledger, ERP, Financial Accounting, Financial Modeling, Oracle Applications, Finance, Forecasting, Mergers & Acquisitions, Financial Audits, Financial Statements, Sarbanes-Oxley Act, Sarbanes-Oxley, Account Reconciliation, Risk Assessment, Management
Education
University of San Francisco 2001 — 2003
Bachelor of Science, Accounting
University of Delaware 1997 — 1999
Bachelor of Science (BS), Accounting
Hillspire, LLC June 2013 - Present
Frank, Rimerman + Co. LLP September 2008 - November 2012
Bay Associates Wire Technologies Corp. June 2008 - August 2008
Cruzio October 2007 - December 2007
Skills
Tax Research, ProSystem fx Tax, Accounting, Income Tax, Tax, Revenue Recognition, Corporate Tax, QuickBooks, GAAP, Tax Accounting, Financial Reporting, CCH ProSystem fx, US GAAP, Tax Preparation, Accounts Payable, Auditing, Financial Statements
Education
University of California, Santa Cruz 2004 — 2008
Bachelor's degree, Business Mgmt Economics with an emphasis in Accounting
Optima Taxes June 2014 - Present
Altum Partners LLP February 2013 - April 2015
Frank, Rimerman + Co. LLP September 2008 - November 2012
Santa Clara University August 2007 - August 2008
Skills
Microsoft Excel and..., RIA Checkpoint Research, SharePoint, ProSystem fx Tax, ProSystem fx Engagement, Prosystem fx Practice..., BNA Income Tax Planner, Financial Statements, Tax, Auditing, Income Tax, Tax Returns, Tax Research, Accounting, Partnership Taxation
Education
Santa Clara University - Leavey School of Business 2004 — 2008
Bachelor of Science in Commerce, Accounting
Frank, Rimerman + Co. LLP January 2003 - Present
Greenstein, Rogoff, Olsen & Co., LLP August 2000 - December 2002
Education
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting
University of Mumbai
Bachelor's in Accounting, Accounting
Universal Janitorial Inc. January 2014 - Present
Frank, Rimerman + Co. LLP January 2010 - December 2014
Skills
Tax, Tax Research, Corporate Tax, GAAP, Revenue Recognition, Income Tax, Finance, Auditing, CPA, Tax Accounting, Tax Preparation
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Commerce (B.Com.), Accounting
Frank, Rimerman + Co. LLP 1994 - Present
Education
Santa Clara University 1990 — 1994
BS, Accounting, minor in Spanish
Half Moon Bay High School 1990 — 1990
Frank, Rimerman + Co. LLP June 2006 - Present
Skills
Intacct, Revenue Recognition, SaaS, Nonprofits, Professional Services, Accounting, US GAAP, GAAP, QuickBooks, NetSuite, Internal Controls, Start-ups, Sales & Use Tax..., Payroll Taxes, Tax Research, ProSystem fx Tax, Tax Accounting, 1099 Preparation, Property Tax, Business Process, Auditing, Financial Reporting
Education
Santa Clara University 2005 — 2007
Bachelor of Science (BS), Accounting
West Valley College 2003 — 2005
Associates Degree
Frank, Rimerman + Co. LLP September 2011 - Present
PricewaterhouseCoopers August 2010 - September 2011
Purple Penguin Innovations, LLC October 2005 - August 2010
Haas School of Business, UC Berkeley January 2010 - June 2010
Skills
SEO, Accounting, Auditing, SaaS, Financial Accounting, QuickBooks, Intacct, Revenue Recognition, GAAP
Education
University of California, Berkeley 2006 — 2010
B.S., Business Administration, GPA: 3.7+
Salinas High School
Frank, Rimerman + Co. LLP August 2014 - Present
Frank, Rimerman + Co. LLP 2012 - August 2014
Frank, Rimerman + Co. LLP September 2008 - 2012
Education
Santa Clara University 2004 — 2008
Accounting
Frank, Rimerman + Co. LLP January 2010 - Present
Pitcher Partners July 2015 - August 2015
Pacific Janitorial Supply January 2009 - January 2010
Skills
SaaS, CPA, Accounting, Venture Capital, Tax Research, Accounts Payable, Payroll, Revenue Recognition, US GAAP, GAAP, Internal Controls, Auditing, Tax, QuickBooks, Financial Reporting, Microsoft Excel
Education
Santa Clara University - Leavey School of Business 2005 — 2009
BS, Accounting
Santa Clara University - Leavey School of Business 2005 — 2009
Accounting
Syracuse University - Florence 2007 — 2007
Italian, Art History
Frank, Rimerman + Co. LLP January 2015 - Present
AECOM July 2012 - October 2014
Premiere Petsitting, L.L.C. June 2006 - June 2013
Department of Behavioral Health and Development Services January 2011 - May 2011
White House Black Market June 2007 - January 2010
Baskin Robbins May 2003 - June 2007
Skills
Accounting, Tax, Financial Reporting, Tax Preparation, Corporate Tax, Microsoft Excel, Microsoft Office, Process Improvement, Risk Management, Strategic Planning, Auditing, PowerPoint, Microsoft Word, CPA, General Ledger, Internal Controls, Account Reconciliation, Internal Audit
Education
SFSU 2013 — 2014
Master's of Accountancy, Accounting
VCU 2006 — 2010
Bachelor's degree, Accounting
Frank, Rimerman + Co. LLP October 2013 - Present
Skills
Individual Tax...
Education
University of Arizona 2009 — 2013
Bachelor's degree, Accounting
Perrone & Associates August 2010 - Present
Frank, Rimerman + Co. LLP January 2010 - August 2010
Clifton Douglas, LLP July 2009 - November 2009
Zajac & Perrone LLP August 2000 - July 2009
Skills
Restructuring, Acquisition Integration, CPA, Income Tax, Tax Preparation, Due Diligence, Tax, Financial Analysis, Mergers & Acquisitions, Management Consulting, Auditing, Tax Research, Accounting, Venture Capital, Financial Reporting, FIN 48, Corporate Tax
Education
Santa Clara University 1989 — 1993
BS, Accounting
Frank, Rimerman + Co. LLP December 2012 - Present
Chevron June 2007 - June 2010
Skills
Financial Modeling, Project Management, Forecasting, Analysis, Financial Analysis, Financial Reporting, Finance, Entrepreneurship, Management, Accounting
Education
Santa Clara University - Leavey School of Business 2010 — 2012
MBA
San Jose State University 2002 — 2006
BS, Finance
De Gregorio & Company, Litigation & Tax Consultants 1988 - Present
Frank, Rimerman + Co. LLP 1982 - 1987
Skills
Tax, Business Valuation, CPA, Apportionment, Income Tax, Tax Preparation, Forensic Accounting, Expert Witness, Valuation, Partnership Taxation, Tax Accounting, Corporate Tax, Trusts, Litigation Support, Financial Reporting, Strategic Financial..., Accounting, S Corporations, Financial Analysis, Financial Modeling, Private Equity, Finance, Auditing
Education
San Francisco State University, College of Business 1977 — 1982
Bachelor of Science, Accounting
Archbishop Riordan High School (San Francisco) 1973 — 1977
Frank, Rimerman + Co. LLP 1991 - Present
Skills
Revenue Recognition, Auditing, Board of Directors..., Business Process..., Business Strategy, CPA, Corporate Finance, Financial Audits, GAAP, Internal Controls, Mergers, US GAAP, Tax, Tax Research
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Slalom Consulting July 2013 - Present
Artesient 2012 - Present
Independent Contractor 2008 - 2011
Nuvelo 2006 - 2007
Frank, Rimerman + Co. LLP 2004 - 2006
ComplianceEase 2002 - 2003
VIP Tone 2001 - 2002
Scient 1998 - 2001
Skills
ERP, Sarbanes-Oxley Act, Project Management, Business Process, Requirements Analysis, Auditing, Cross-functional Team..., Product Management, Risk Management, Sarbanes-Oxley, Governance, Quality Assurance, Healthcare Consulting, Software Consulting, Software Implementation, Professional Services
Education
University of California, Los Angeles
BS, Computer Science
Mozilla Corporation November 2010 - Present
Frank, Rimerman + Co. LLP January 2010 - November 2010
Frank, Rimerman + Co. LLP June 2008 - August 2008
Skills
General Ledger, Accounts Payable, Account Reconciliation, Tax, Accounts Receivable, Accruals, Fixed Assets, Financial Statements, Income Tax, Finance, Journal Entries, Accounting, Management, Invoicing, QuickBooks, Financial Reporting, GAAP, Financial Analysis, Revenue Recognition, US GAAP, Balance, CPA, Sales Tax, Variance Analysis, Consolidation, Financial Audits, Access, Analysis, VAT, Cash Flow, Internal Controls, Bank Reconciliation, Financial Accounting, Tax Compliance
Education
University of California, Santa Cruz 2005 — 2009
Bachelor of Arts, Business Management Economics with an emphasis in Accounting
Castro Valley High School 2001 — 2005
Castro Valley High School
Self Employed 2010 - Present
Avalara 2005 - 2009
CRG Events 2003 - 2005
Frank, Rimerman + Co. LLP 1997 - 2002
Skills
Budgets, Financial Analysis, Financial Modeling, Mergers, Microsoft Excel, ERP, GAAP, Start-ups, Finance, Strategic Planning, Forecasting, Project Management, Accounting, General Ledger, Business Analysis, CPA, Revenue Recognition, SaaS, QuickBooks, Accounts Payable, Great Plains Software, Payroll, Financial Reporting, Payroll Taxes, JD Edwards, Accounts Receivable, Managerial Finance
Education
San Francisco State University 1978 — 1986
BS, Accounting
Butterfly Health, Inc. August 2013 - Present
Bebe Au Lait, LLC January 2007 - July 2013
upperVsports management October 1998 - December 2006
Kinetic Systems, Inc. 1989 - 1998
Frank, Rimerman + Co. LLP August 1987 - May 1989
Skills
Revenue Recognition, Accounting, Strategic Planning, QuickBooks, Financial Reporting, US GAAP, SEC filings, Cash Management, Microsoft Excel, Budgets, Sarbanes-Oxley Act, Mergers, Business Development, Mergers & Acquisitions, Start-ups, Microsoft Office
Education
Santa Clara University 1983 — 1987
BSC Accounting, Accounting
Frank, Rimerman + Co. LLP October 2009 - Present
Frank, Rimerman + Co. LLP September 2007 - October 2009
Education
University of California, Santa Cruz 2003 — 2007
Business, Accounting
Frank, Rimerman + Co. LLP August 2012 - Present
Frank, Rimerman + Co. LLP September 2006 - August 2012
Maxim Integrated Products June 2003 - September 2005
Education
Santa Clara University 2002 — 2006
Santa Clara University - Leavey School of Business 2002 — 2006
B.S, Accounting
Green Tree Accounting and Tax October 2007 - Present
Frank, Rimerman + Co. LLP September 1993 - October 2007
Skills
Tax, Accounting, Income Tax, CPA, Nonprofits, QuickBooks, Tax Accounting
Education
Santa Clara University - Leavey School of Business 1991 — 1993
MBA, Business, Accounting
Frank, Rimerman + Co. LLP July 2015 - Present
Kyocera Industrial Ceramics Corporation April 2015 - July 2015
Kyocera Industrial Ceramics Corporation December 2011 - March 2015
PW Supermarkets Inc. July 2001 - August 2010
Skills
SAP, Customer Service, Microsoft Office, Sales Management, Microsoft Excel, PowerPoint, Semiconductors, Ceramic Materials, Sales, Manufacturing, Business Strategy, Engineering, Salesforce.com, Management, Product Development
Education
San Jose State University 2002 — 2009
BS, Business Administration, Concentration in Accounting and Information Systems
Mah & Company, An Accountancy Corporation February 2012 - Present
Moss Adams LLP August 2008 - January 2012
Deloitte January 2005 - July 2008
Burr Pilger Mayer January 2000 - January 2005
Frank, Rimerman + Co. LLP June 1996 - December 1999
Skills
Tax, High Net Worth..., Strategic Financial..., Consulting, Start-ups, Succession Planning, Partnerships, Corporations, Income Tax, Corporate Tax, Accounting, Tax Research, CPA, Trusts, Small Business, Tax Advisory, Partnership Taxation, Tax Accounting, Tax Preparation, Tax Returns, Financial Planning
Education
San Francisco State University
Bachelor of Science, Business Administration / Accounting
Frank, Rimerman + Co. LLP October 2009 - Present
Frank, Rimerman + Co. LLP October 2004 - September 2009
Frank, Rimerman + Co. LLP October 2000 - September 2004
Frank, Rimerman + Co. LLP September 1997 - September 2000
Harb, Levy & Weiland LLP September 1994 - July 1997
Skills
Corporate Tax, Tax provision, Tax Research, state income tax, Partnership Taxation, Tax, International Tax..., Due Diligence, Provision, Tax Software, State Tax, Tax Law, Tax Advisory, FIN 48, Tax Accounting, Accounting, International Tax, Income Tax, GAAP, SEC filings, Revenue Recognition, SEC Filings
Education
San Francisco State University 1991 — 1994
MBA, Business + accounting
The Chinese University of Hong Kong
Bachelor of Applied Science (BASc), Biology, General
Frank, Rimerman + Co. LLP 2000 - Present
Frank, Rimerman + Co. LLP 1963 - 2000
International Federation of Accountants 1995 - 1997
American Instistute of CPA's 1990 - 1991
California Society of Certified Public Accountants 1982 - 1983
Skills
Forensic Accounting, Litigation Support, Expert Witness, Due Diligence, Accounting, Financial Reporting, Tax, Income Tax, SEC filings, Tax Preparation, Mergers & Acquisitions, Auditing, Trusts, Financial Accounting, Valuation, Revenue Recognition, Business Valuation, Corporate Tax, Tax Accounting, GAAP, Tax Research, Partnership Taxation, Financial Statements, QuickBooks
Education
San Jose State University
Bachelor of Arts (B.A.), Accounting
Connor Group July 2015 - Present
Kel-Toy, Inc. January 2014 - May 2015
Frank, Rimerman + Co. LLP September 2012 - December 2013
Grant Thornton LLP June 2011 - September 2012
Symantec Corp January 2011 - May 2011
Skills
Microsoft Excel, QuickBooks, Customer Service, SQL, Financial Statements, Data Mining, System Administration, Microsoft Office, Microsoft Word, Accounting, Event Planning, IT Audit, SOX, ITGC, PowerPoint, Financial Analysis, SoC, Leadership, Sarbanes-Oxley Act, Sarbanes-Oxley, Assurance, Management, Internal Audit, Internal Controls
Education
Santa Clara University 2006 — 2010
Bachelor of Sciences and Commerce, Operation Management Information Systems
University of International Business and Economics 2008 — 2008
BA, Financial Information Systems, Operations Management, Systems Design, Computer Communication Systems
Pro Back Office May 2013 - November 2014
Frank, Rimerman + Co. LLP June 2014 - August 2014
Dividend Homes, Inc. May 2012 - August 2012
Restaurant James Randall May 2011 - August 2011
Skills
QuickBooks, PowerPoint, Microsoft Excel, Account Reconciliation, Spanish, Accounts Payable, Financial Analysis, Financial Modeling, Finance, Teamwork
Education
University of San Diego 2010 — 2014
Bachelor's degree, Accountancy
Universidad Pontificia Comillas
Study Abroad
Saratoga High School 2006 — 2010
BizX June 2013 - Present
Bader Martin, P.S. September 2011 - February 2013
Friedman LLP July 2010 - July 2011
Frank, Rimerman + Co. LLP September 2006 - July 2010
Skills
GAAP, Financial Reporting, Corporate Tax
Education
University of California, Santa Barbara 2005 — 2006
B.A, Business Economics
Frank, Rimerman + Co. LLP September 2008 - Present
Education
University of California, Santa Barbara 2004 — 2008
B.A., Business Economics, Accounting
Frank, Rimerman + Co. LLP September 2011 - Present
El Dorado Ventures November 2010 - June 2011
Knight's Catering May 2010 - June 2011
Skills
Financial Analysis, Financial Accounting, Valuation, Corporate Finance, Budgets, Tax, Research, Accounting, Corporate Tax, Statistics, GAAP, Financial Reporting, Tax Preparation, Income Tax, US GAAP
Education
Santa Clara University - Leavey School of Business 2011 — 2011
Certificate, Certificate in Advanced Accounting Proficiency
UC Berkeley Extension 2010 — 2010
University of Alabama 2008 — 2010
BA, Political Science and Economics
University of California, Santa Barbara 2005 — 2008
Political Science, Economics, Zoology
Frank, Rimerman + Co. LLP November 2011 - Present
Trubates June 2011 - November 2011
Frost & Sullivan November 2010 - December 2010
Lonich & Patton, LLP June 2010 - August 2010
Bank of the West June 2008 - August 2010
Education
Santa Clara University 2008 — 2011
BS, Marketing
Santa Clara University - Leavey School of Business 2008 — 2011
BS, Marketing
Leland High School 2004 — 2008
High School Diploma
Stryker Endoscopy October 2011 - December 2012
Frank, Rimerman + Co. LLP January 2010 - September 2011
Xfire August 2007 - December 2009
United States Marine Corps March 2003 - March 2007
Skills
Accounting, Financial Reporting, QuickBooks, GAAP, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Analysis, Financial Accounting, Tax Preparation, CPA, Financial Statements, Income Tax, Tax Research, Auditing, Tax
Education
San Jose State University
B.S, Business Administration; Accounting, 2009
University of Phoenix
A.A, General Studies
Complete Business Services January 2009 - Present
Coombs & Dunlap LLP January 2007 - December 2008
Frank, Rimerman + Co. LLP January 2005 - December 2006
Education
Sonoma State University 2011 — 2012
Bachelor of Science, Accounting
Santa Rosa Junior College 2001 — 2006
Associate Degree
Farber Hass Hurley LLP August 2008 - Present
Frank, Rimerman + Co. LLP September 2006 - July 2008
Education
UCSB 2002 — 2006
B.A., Business Economics with an emphasis in Accounting, Minored in Spanish
Grant Thornton LLP May 2005 - Present
Deloitte May 2002 - April 2005
Arthur Andersen January 1999 - May 2002
Frank, Rimerman + Co. LLP August 1996 - December 1998
Arthur Andersen January 1992 - July 1996
Skills
Financial Reporting &..., Planning, Forecasting,..., Project Management
Education
The University of Texas at Austin 1987 — 1991
Bachelor of Business Administration, Accounting
The University of Texas at Austin 1987 — 1991
Master of Professional Accounting, Audit
Anchor Brewers and Distillers, LLC February 2013 - Present
Frank, Rimerman + Co. LLP January 2010 - August 2012
Skills
Tax Accounting, Tax Research, ProSystem fx Tax, Partnership Taxation, Income Tax
Education
UC Santa Cruz 2006 — 2009
Bachelor of Arts (B.A.), Business Management Economics - Accounting
GWHS