Smith, Lange & Phillips LLP
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Smith, Lange & Phillips LLP Employees
Self-Employed CPA July 2010 - Present
Internal Revenue Service June 2009 - June 2010
Smith, Lange & Phillips LLP January 2009 - June 2009
The Siegfried Group January 2007 - June 2008
Abbott, Stringham & Lynch November 2002 - October 2006
DeMott & Smith, P.C. January 1999 - September 2002
Skills
Tax, Accounting, Auditing, Income Tax, Internal Controls, Managerial Finance, Financial Statements, Tax Preparation, CPA, Tax Research, Financial Analysis, Account Reconciliation, Tax Returns
Education
State University of New York College at Geneseo 1994 — 1998
Bachelor of Science (B.S.), Accounting
DZH Phillips LLP July 2009 - Present
Smith, Lange & Phillips LLP October 2006 - June 2009
Skills
GAAP, Accounting, Tax, Financial Reporting, Auditing, Corporate Tax, Financial Accounting, CPA, Income Tax, Revenue Recognition, Tax Accounting, Tax Returns, Tax Preparation, Financial Analysis, S Corporations, Partnership Taxation, Strategic Financial..., CCH ProSystem fx, Financial Statements
Education
UC Santa Barbara 2004 — 2006
BA, Business Economics, w/ emphasis in Accounting
Alvarez & Marsal July 2015 - Present
Golden Gate University January 2015 - Present
KPMG June 2013 - April 2015
Alvarez and Marsal Taxand, LLC January 2009 - June 2013
Smith, Lange & Phillips LLP 2006 - December 2008
Moss Adams LLP 2005 - 2006
Burr Pilger Mayer September 2000 - May 2004
Skills
Tax, Corporate Tax, SEC filings, Tax Accounting, Tax Research, International Tax, Accounting, US GAAP, Financial Reporting, CPA, Tax Advisory, Financial Analysis, Income Tax, Financial Modeling, FIN 48, Internal Controls, Partnership Taxation, Revenue Recognition, Tax Preparation, Transfer Pricing, Due Diligence, SEC Filings
Education
University of San Francisco 1997 — 2000
BS, Accounting
Golden Gate University
MS, Taxation
St. Ignatius College Prep
University of California, Berkeley
Markstein Sales Company September 2010 - Present
CVS Caremark formerly Longs Drugs August 2006 - July 2009
CVS Caremark formerly Longs Drugs November 2004 - August 2006
Smith, Lange & Phillips LLP 2002 - 2004
A.S. Early Childhood Education Center January 2000 - August 2002
Barclays Global Investors 1995 - 1999
Skills
Revenue Recognition, GAAP, General Ledger, Accounting, Journal Entries, Accruals, US GAAP, Spreadsheets, Mergers, Cash Flow, Account Reconciliation, Cost Accounting, Sarbanes-Oxley Act, Invoicing, Microsoft Excel, Variance Analysis, Strategic Financial..., Internal Controls, Auditing, Balance, Analysis, Software Documentation, Fixed Assets, Financial Accounting, Leadership, Process Improvement, Consolidation, Accounts Receivable, Tax, Income Statement, Forecasting, Financial Reporting, Sarbanes-Oxley, QuickBooks, CPA, Internal Audit, SEC filings, Budgets, Finance, Financial Statements, Payroll, Sales Tax, Accounts Payable, Tax Accounting, Cash Management, Bank Reconciliation, PeopleSoft, Bookkeeping, Management, Financial Analysis
Education
San Francisco State University 1997 — 2001
MBA
University of California, Berkeley 1989 — 1994
BA, Slavic Lanuguages & Literature
Lowell High School
Good & Fowler, LLP May 2009 - Present
Smith, Lange & Phillips LLP October 2005 - October 2008
Smith, Lange & Phillips LLP October 2005 - December 2007
Skills
Corporate Tax, Accounting, CPA, Auditing, QuickBooks
Education
University of California, Santa Barbara 2001 — 2005
U.S. Department of Education June 2015 - Present
California Institute of Integral Studies September 2008 - March 2015
California Institute of Integral Studies May 2013 - September 2013
Golden Gate University July 2006 - September 2008
Golden Gate University August 2006 - January 2008
Golden Gate University July 2005 - August 2006
Smith, Lange & Phillips LLP May 2004 - July 2005
Skills
Event Planning, Public Speaking, Nonprofits, Higher Education, Microsoft Excel, Non-profits, Teaching, Student Financial Aid, Microsoft Office
Education
San Francisco State University
Bachelor of Arts (B.A.)
Visa February 2014 - Present
American Express July 2012 - February 2014
American Express 2011 - July 2012
American Express August 2010 - August 2011
American Express September 2009 - August 2010
American Express May 2008 - August 2008
Smith, Lange & Phillips LLP September 2002 - June 2007
Skills
CPA, Strategic Planning, Pricing, Strategy, Cross-functional Team..., Forecasting, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance, Marketing, Management
University of California, Santa Barbara 1998 — 2002
Bachelor's degree, Economics with an emphasis in Accounting
Wells Fargo December 2014 - Present
Wells Fargo Bank November 2013 - December 2014
Wells Fargo Bank May 2011 - October 2013
Wells Fargo Bank 2009 - 2011
Wells Fargo 2006 - 2009
Smith, Lange & Phillips LLP 2002 - 2006
Skills
Planning Budgeting &..., Financial Analysis, Essbase, Corporate Finance, Accounting, US GAAP, Tax, GAAP, Budgets, Strategic Financial..., Foreign Exchange, Internal Controls, SEC Financial Reporting, Regulatory Filings, Financial Modeling, Finance, Financial Planning, Financial Accounting
Education
University of California, Santa Barbara
BA, Business Economics w/ Emphasis in Accounting
California Polytechnic State University-San Luis Obispo
Lowell High School
A. B. Christensen Accountancy Corporation May 2004 - Present
Rotary Club of Sausalito July 2011 - June 2012
Rotary 2005 - 2010
Smith, Lange & Phillips LLP June 2007 - October 2007
Eckhoff Accountancy January 2003 - May 2004
Deloitte & Touche March 2001 - April 2001
Armanino McKenna LLP October 1998 - May 1999
KPMG Peat Marwick January 1997 - October 1998
Skills
Non-profits, Accounting, Tax, LLC, Trusts, Tax Returns, Strategic Planning, Financial Reporting, General Ledger, Project Management, Financial Analysis, Strategic Financial..., Nonprofits, Financial Planners, Small Business, Real Estate, Tax Advisory, Investments, Start-ups, Fundraising, CPA, Public Speaking, Social Media
Education
University of California, Berkeley 1996 — 1996
Accounting
Gilmore & Associates ManagerGilmore & Associates, CPAs2004 - Present
Smith, Lange & Phillips LLP July 1999 - November 2004
Jones Henle Schunk September 1984 - May 1989
Education
Golden Gate University 1988 — 1991
Masters, Taxation
University of Washington 1980 — 1984
Bachelor of Arts in Business Administration, Accounting
University of Washington, Michael G. Foster School of Business 1980 — 1984
Liberty Mutual Insurance January 2014 - Present
Liberty Mutual Insurance October 2008 - January 2014
Smith, Lange & Phillips LLP September 2007 - May 2008
Provident Credit Union May 2005 - August 2007
San Francisco Giants February 1998 - May 2007
Skills
Underwriting, Outlook, Property & Casualty..., Insurance, Commercial Insurance, General Insurance, Microsoft Word
Education
California State University-Chico 2002 — 2004
DZH Phillips LLP June 2013 - Present
DZH Phillips LLP 2013 - 2013
DZH Phillips LLP August 2001 - December 2012
Adhere USA, Inc. January 2011 - December 2011
Smith, Lange & Phillips LLP August 2001 - July 2009
Itzhaki, Leon & Co. - CPA firm, Ramat Gan, Israel 1999 - 2001
Skills
Financial Reporting, GAAP, Consolidation, Accounting, Equity Transactions, Compliance, Strategic Planning, Management Consulting, Business Planning, Audit, Revenue Recognition, Financial Analysis, Business Strategy, Start-ups, Internal Controls, Mergers, Financial Modeling, Corporate Finance, Financial Statement..., US GAAP, Finance, CPA, Financial Accounting, Strategic Financial..., Financial Statements, Cash Flow, Due Diligence, Corporate Tax, Mergers & Acquisitions, Financial Audits, Forecasting, Private Equity, Venture Capital, Cash Flow Forecasting, Auditing, Restructuring, Tax Accounting, Assurance, IFRS, Financial Planning, Tax, Management, Leadership
Education
Golden Gate University 2003 — 2009
MBA w/concentration in Finance, with High Honors
Ben-Gurion University of the Negev 1994 — 1998
BA, pursuing MBA at GGU in SF, CA, Economics with emphasis in accounting
UCSF June 2013 - Present
Canyon Market July 2010 - November 2012
Susan August 2006 - May 2010
Smith, Lange & Phillips LLP January 2005 - August 2006
Skills
Microsoft Word, Outlook, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Inventory Management, Social Media, Research, Administrative..., Office Management, Sales, Data Entry, Telephone Skills, Nonprofits, Filing, Spreadsheets, QuickBooks, Event Planning, Process Scheduler, Adobe Acrobat, Marketing Strategy, Yoga, Yoga Instruction
Education
Avalon Yoga 2014 — 2014
RYT 200, Yoga
Peralta Colleges 2013 — 2014
Organic Chemistry, Microbiology, 4.00
City College of San Francisco 2009 — 2013
Nutritional Biology, 4.00
California State University-Sacramento 2000 — 2004
Bachelor of Arts (BA), Fine and Studio Arts, 3.75
USi March 2007 - Present
USI Insurance Services February 2006 - March 2007
Barrett Burke Wilson 2005 - 2006
Affiliated Computer Services 2004 - 2005
USI Insurance Services 2000 - 2004
Smith, Lange & Phillips LLP 1997 - 2000
Heller & Company 1997 - 1997
MacSweeney & Co. 1990 - 1996
Skills
General Ledger, Sarbanes-Oxley Act, Budgets, Internal Controls, Corporate Tax, Insurance, Managerial Finance, Accounting, Auditing, Financial Analysis, Financial Reporting, Accounts Receivable, GAAP, Accounts Payable, Account Reconciliation, SEC filings, Finance, Strategic Financial..., Variance Analysis, Financial Audits, Internal Audit, Financial Planning, Financial Accounting, Tax, Financial Statements, Forecasting
Education
Cork Institute of Technology 1985 — 1990
CPA, Institute of Certified Public Accountants in Ireland
Colaiste Chriost Ri
Cork Institute of Technology
CPA, Accounting, Auditing, Taxation
The Permanente Medical Group February 2008 - Present
UCSF Mt. Zion Center April 2007 - September 2007
North East Medical Services June 2004 - April 2007
Smith, Lange & Phillips LLP January 1999 - July 2003
Chemoil Corporation February 1995 - December 1998
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Lotus Notes, Adobe Acrobat, Intelliweb, Epic Systems, Mainframe, Lightning-Bolt, Q Genda, Type 55-60 wpm, Healthcare, Hospitals, Healthcare Management
Education
Mission Language and Vocational School 2003 — 2004
Medical Assistant Certificate, Medical/Clinical Assistant, A-
City College of San Francisco 1999 — 2004
Associate of Arts (A.A.), General Studies and Graphic Design
CollabNet, Inc. August 2011 - Present
Dreyer's Grand Ice Cream April 2002 - March 2011
Dreyer's Grand Ice Cream December 1996 - March 2002
Smith, Lange & Phillips LLP August 1990 - December 1996
Internal Revenue Service September 1985 - July 1990
Education
University of California, Berkeley, Haas School of Business 1981 — 1985
Business Administration, Accounting
Ghirardo CPA June 2006 - Present
Smith, Lange & Phillips LLP January 2005 - June 2006
Bowers, Narasky & Daley May 2002 - December 2004
Skills
Financial Reporting, Auditing, Management Consulting, Accounting, CPA, Tax Preparation, Revenue Recognition, S Corporations, General Ledger, Financial Accounting, Tax Research, Tax, Internal Controls, Accountants, GAAP, Compilation, Tax Returns, US GAAP, Construction Accounting, Partnership Taxation, Corporate Tax, IRS, Payroll, Financial Statements, Assurance, External Audit, Financial Analysis, Bookkeeping, Fixed Assets, QuickBooks, Business Advisory, Tax Accounting, Journal Entries, Cost Accounting, Management, Strategic Planning
Education
Cal State Hayward
Sonoma State University
Bachelor of Science, Business, accounting