C.G. Uhlenberg LLP
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C.G. Uhlenberg LLP Employees
Employee
Years
Job
Industry
Yi Anita Zhao, CPA Yi Anita Zhao, CPA's C.G. Uhlenberg LLP Experience July 2011 - December 2013
Job Assurance at EY
Industry Accounting
Experience
EY December 2013 - Present
C.G. Uhlenberg LLP July 2011 - December 2013
3PAR - An HP company June 2010 - July 2011
WM Management, Inc February 2009 - February 2010
AlixPartners February 2009 - March 2009
Skills
Payroll, Financial Analysis, Accounting, General Ledger, Tax Preparation, Financial Reporting, Bank Reconciliation, Finance, Internal Audit, Internal Controls, GAAP, CPA, Bookkeeping, Revenue Recognition, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Statements, Consolidation, Financial Accounting
Education
Tulane University
Master, Accounting
EY December 2013 - Present
C.G. Uhlenberg LLP July 2011 - December 2013
3PAR - An HP company June 2010 - July 2011
WM Management, Inc February 2009 - February 2010
AlixPartners February 2009 - March 2009
Skills
Payroll, Financial Analysis, Accounting, General Ledger, Tax Preparation, Financial Reporting, Bank Reconciliation, Finance, Internal Audit, Internal Controls, GAAP, CPA, Bookkeeping, Revenue Recognition, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Statements, Consolidation, Financial Accounting
Education
Tulane University
Master, Accounting
Wan-Jung (Florra) Lee, CPA's C.G. Uhlenberg LLP Experience August 2012 - September 2013
Job Experienced Tax Associate at Sensiba San Filippo LLP
Industry Accounting
Experience
Sensiba San Filippo LLP October 2013 - Present
C.G. Uhlenberg LLP August 2012 - September 2013
Ernst & Young July 2010 - August 2010
PwC January 2010 - February 2010
National Cheng-Chi University July 2008 - June 2009
Skills
Native Speaker of..., Proficient in English, Excel, Auditing, CPA, Financial Analysis, Chinese, Financial Accounting, Accounting, Financial Reporting, Tax, PowerPoint, Microsoft Word, Microsoft Office, English, QuickBook, QuickBooks, Accounts Payable, Financial Statements, Microsoft Excel
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master Science in Accountancy, Accountancy, 3.91 out of 4
National Chengchi University 2007 — 2011
Bachelor's Degree, Accounting, Top 1 Graduated Student; Academy Honor; 91.4/100;
Purdue University 2009 — 2009
Exchange Student, Business Administration and Management, General, 4.00
Sensiba San Filippo LLP October 2013 - Present
C.G. Uhlenberg LLP August 2012 - September 2013
Ernst & Young July 2010 - August 2010
PwC January 2010 - February 2010
National Cheng-Chi University July 2008 - June 2009
Skills
Native Speaker of..., Proficient in English, Excel, Auditing, CPA, Financial Analysis, Chinese, Financial Accounting, Accounting, Financial Reporting, Tax, PowerPoint, Microsoft Word, Microsoft Office, English, QuickBook, QuickBooks, Accounts Payable, Financial Statements, Microsoft Excel
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master Science in Accountancy, Accountancy, 3.91 out of 4
National Chengchi University 2007 — 2011
Bachelor's Degree, Accounting, Top 1 Graduated Student; Academy Honor; 91.4/100;
Purdue University 2009 — 2009
Exchange Student, Business Administration and Management, General, 4.00
Gilman Tsang, CPA Gilman Tsang, CPA's C.G. Uhlenberg LLP Experience January 2012 - January 2014
Job Tax at Burr Pilger Mayer
Industry Accounting
Experience
Burr Pilger Mayer January 2014 - Present
C.G. Uhlenberg LLP January 2012 - January 2014
Hertz February 2006 - September 2009
Skills
CPA, Accountants, Financial Reporting, Income Tax, Tax Preparation, Bookkeeping, Financial Accounting, Tax, Financial Analysis, Tax Accounting
Education
UCSD 2003 — 2005
Bachelor's degree, Economics
Burr Pilger Mayer January 2014 - Present
C.G. Uhlenberg LLP January 2012 - January 2014
Hertz February 2006 - September 2009
Skills
CPA, Accountants, Financial Reporting, Income Tax, Tax Preparation, Bookkeeping, Financial Accounting, Tax, Financial Analysis, Tax Accounting
Education
UCSD 2003 — 2005
Bachelor's degree, Economics
Lynette J Ma, CPA Lynette J Ma, CPA's C.G. Uhlenberg LLP Experience January 2012 - August 2014
Job Sr. Accounting Consultant at Kranz & Associates
Industry Accounting
Experience
Kranz & Associates August 2014 - Present
C.G. Uhlenberg LLP January 2012 - August 2014
Skills
US GAAP, Internal Controls, Auditing, Financial Reporting, QuickBooks, Financial Accounting, CPA, Tax Preparation
Education
California State University-Fullerton
BA, Accounting
Kranz & Associates August 2014 - Present
C.G. Uhlenberg LLP January 2012 - August 2014
Skills
US GAAP, Internal Controls, Auditing, Financial Reporting, QuickBooks, Financial Accounting, CPA, Tax Preparation
Education
California State University-Fullerton
BA, Accounting
Fischel (Scott) Lefkowitz, CPA Fischel (Scott) Lefkowitz, CPA's C.G. Uhlenberg LLP Experience June 1997 - December 1997
Job Tax compliance and planning expert
Industry Accounting
Experience
Roth & Company LLP October 2008 - Present
Marks Paneth & Shron LLP May 2006 - August 2008
Gumbiner Savett February 2003 - July 2005
Moss Adams LLP January 2000 - June 2001
Abbott, Stringham & Lynch January 1998 - May 1998
C.G. Uhlenberg LLP June 1997 - December 1997
Skills
Tax Compliance, Tax Research, Tax Preparation, Personal Finance, Financial Analysis, Auditing, Reviews, Compilations, Financial statements, Tax, Tax Returns, Finance, Tax Law, CPA, Accounting, GAAP, Account Reconciliation, Financial Reporting, US GAAP, QuickBooks, Financial Statements, Small Business, Accounts Payable, High Net Worth..., Corporate Tax, Income Tax, Sales Tax, Partnership Taxation
Education
California State University-Fresno 1997 — 1999
MBA, Finance and Business Administration
California State University-Fresno 1992 — 1996
B.S., Accountancy
Hadar Hatorah Rabbinical Seminary 2005 — 2006
Rabbinical College of America 2001 — 2003
Roth & Company LLP October 2008 - Present
Marks Paneth & Shron LLP May 2006 - August 2008
Gumbiner Savett February 2003 - July 2005
Moss Adams LLP January 2000 - June 2001
Abbott, Stringham & Lynch January 1998 - May 1998
C.G. Uhlenberg LLP June 1997 - December 1997
Skills
Tax Compliance, Tax Research, Tax Preparation, Personal Finance, Financial Analysis, Auditing, Reviews, Compilations, Financial statements, Tax, Tax Returns, Finance, Tax Law, CPA, Accounting, GAAP, Account Reconciliation, Financial Reporting, US GAAP, QuickBooks, Financial Statements, Small Business, Accounts Payable, High Net Worth..., Corporate Tax, Income Tax, Sales Tax, Partnership Taxation
Education
California State University-Fresno 1997 — 1999
MBA, Finance and Business Administration
California State University-Fresno 1992 — 1996
B.S., Accountancy
Hadar Hatorah Rabbinical Seminary 2005 — 2006
Rabbinical College of America 2001 — 2003
William Lo , CPA William Lo , CPA's C.G. Uhlenberg LLP Experience January 2010 - November 2011
Job Senior Associate at PwC
Industry Accounting
Experience
Pi Dan January 2014 - April 2014
PwC November 2011 - December 2013
C.G. Uhlenberg LLP January 2010 - November 2011
KPMG LLP September 2008 - August 2009
SONY BMG Entertainment August 2006 - April 2007
Skills
Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, GAAP, Accounting, CPA, Financial Audits, Finance, Valuation, Account Reconciliation, Big 4, Variance Analysis, Financial Statements, Microsoft Excel, Financial Accounting, Financial Analysis, Tax Accounting, US GAAP, Analysis, Project Management, Coaching, Private Equity
Education
University of Southern California 2007 — 2008
Master, Accounting
University of Southern California - Marshall School of Business 2007 — 2008
Master, Accounting
National Central University 2002 — 2007
Bachelor, Business Administration
Pi Dan January 2014 - April 2014
PwC November 2011 - December 2013
C.G. Uhlenberg LLP January 2010 - November 2011
KPMG LLP September 2008 - August 2009
SONY BMG Entertainment August 2006 - April 2007
Skills
Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, GAAP, Accounting, CPA, Financial Audits, Finance, Valuation, Account Reconciliation, Big 4, Variance Analysis, Financial Statements, Microsoft Excel, Financial Accounting, Financial Analysis, Tax Accounting, US GAAP, Analysis, Project Management, Coaching, Private Equity
Education
University of Southern California 2007 — 2008
Master, Accounting
University of Southern California - Marshall School of Business 2007 — 2008
Master, Accounting
National Central University 2002 — 2007
Bachelor, Business Administration
Justine Liu Justine Liu's C.G. Uhlenberg LLP Experience January 2012 - November 2014
Job Advisory Associate at KPMG US
Industry Financial Services
Experience
KPMG US December 2014 - Present
C.G. Uhlenberg LLP January 2012 - November 2014
Ogilvy & Mather November 2006 - June 2007
Skills
Financial Analysis, Accounting, Financial Modeling, Microsoft Excel, Analysis, Finance, Financial Reporting, Corporate Finance, Auditing, Financial Accounting
Education
University of Illinois at Urbana-Champaign
Master of Science, Finance
University of Illinois at Urbana-Champaign
Master of Science, Accountancy
National Taiwan University
Bachelor of Business Administration, International Business
KPMG US December 2014 - Present
C.G. Uhlenberg LLP January 2012 - November 2014
Ogilvy & Mather November 2006 - June 2007
Skills
Financial Analysis, Accounting, Financial Modeling, Microsoft Excel, Analysis, Finance, Financial Reporting, Corporate Finance, Auditing, Financial Accounting
Education
University of Illinois at Urbana-Champaign
Master of Science, Finance
University of Illinois at Urbana-Champaign
Master of Science, Accountancy
National Taiwan University
Bachelor of Business Administration, International Business
Cissy Chen, CPA's C.G. Uhlenberg LLP Experience September 2013 - March 2015
Job Advisory Associate at KPMG US
Industry Accounting
Experience
KPMG US April 2015 - Present
C.G. Uhlenberg LLP September 2013 - March 2015
Bentley Low Income Tax Clinic May 2013 - August 2013
Bentley University Academic Advising Office September 2010 - May 2013
PwC June 2012 - August 2012
Red Leaf Affairs Firm June 2010 - August 2010
CMC Markets June 2008 - August 2008
Skills
Microsoft Office,..., Accounting, Tax, Analysis, Income Tax, General Ledger
Education
Bentley University 2012 — 2013
Master's Degree, Accounting
Bentley University 2009 — 2012
Bachelor's of Science, Accountancy, 3.66
KPMG US April 2015 - Present
C.G. Uhlenberg LLP September 2013 - March 2015
Bentley Low Income Tax Clinic May 2013 - August 2013
Bentley University Academic Advising Office September 2010 - May 2013
PwC June 2012 - August 2012
Red Leaf Affairs Firm June 2010 - August 2010
CMC Markets June 2008 - August 2008
Skills
Microsoft Office,..., Accounting, Tax, Analysis, Income Tax, General Ledger
Education
Bentley University 2012 — 2013
Master's Degree, Accounting
Bentley University 2009 — 2012
Bachelor's of Science, Accountancy, 3.66
Julia Gilroy, MBA CPA's C.G. Uhlenberg LLP Experience January 1989 - January 1992
Job Accounting, Finance, and Information Systems
Industry Entertainment
Experience
Privately Held Consumer Products February 2013 - Present
Financial Consultant July 2011 - February 2013
Mail.com Media Company March 2010 - July 2011
Custom LeatherCraft Manufacturing Company December 2008 - March 2010
Encore August 2007 - November 2008
The Hain Celestial Group August 2006 - May 2007
International Rectifier July 2004 - August 2006
The Walt Disney Company September 1997 - July 2004
Morgan Adams 1992 - 1995
C.G. Uhlenberg LLP January 1989 - January 1992
Skills
Sarbanes-Oxley, Financial Analysis, Financial Reporting, Forecasting, Budgets, Mergers, SAP, Strategic Planning, GAAP, Financial Modeling, Auditing, Process Improvement, Internal Audit, Consolidation, Analysis, Cash Management, Internal Controls, Accounting, Asset Managment, General Ledger, Modeling, QuickBooks, Shared Services, Financial Accounting, Finance, Cost Accounting, Variance Analysis, Accounts Payable, Corporate Finance, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
California State University-Northridge 1992 — 1995
MBA, Information Science
California State University-Long Beach 1983 — 1987
Bachelor of Science (BS), Professional Accountancy
Privately Held Consumer Products February 2013 - Present
Financial Consultant July 2011 - February 2013
Mail.com Media Company March 2010 - July 2011
Custom LeatherCraft Manufacturing Company December 2008 - March 2010
Encore August 2007 - November 2008
The Hain Celestial Group August 2006 - May 2007
International Rectifier July 2004 - August 2006
The Walt Disney Company September 1997 - July 2004
Morgan Adams 1992 - 1995
C.G. Uhlenberg LLP January 1989 - January 1992
Skills
Sarbanes-Oxley, Financial Analysis, Financial Reporting, Forecasting, Budgets, Mergers, SAP, Strategic Planning, GAAP, Financial Modeling, Auditing, Process Improvement, Internal Audit, Consolidation, Analysis, Cash Management, Internal Controls, Accounting, Asset Managment, General Ledger, Modeling, QuickBooks, Shared Services, Financial Accounting, Finance, Cost Accounting, Variance Analysis, Accounts Payable, Corporate Finance, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
California State University-Northridge 1992 — 1995
MBA, Information Science
California State University-Long Beach 1983 — 1987
Bachelor of Science (BS), Professional Accountancy
Effie Liang's C.G. Uhlenberg LLP Experience 2006 - 2007
Job Financial Planning & Analysis
Industry Accounting
Experience
Hansen Medical, Inc. (NASDAQ: HNSN) April 2013 - Present
Box, Inc. (NYSE: BOX) April 2012 - March 2013
Burr, Pilger & Mayer LLP 2008 - 2010
KPMG 2007 - 2008
C.G. Uhlenberg LLP 2006 - 2007
Office of the Attorney General March 2004 - June 2004
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Accounting, Financial Accounting, GAAP, Revenue Recognition, US GAAP, Auditing, QuickBooks
Education
University of California, Riverside 2000 — 2005
Bachelor's degree, Business Administration and Management, General, Accounting
Hansen Medical, Inc. (NASDAQ: HNSN) April 2013 - Present
Box, Inc. (NYSE: BOX) April 2012 - March 2013
Burr, Pilger & Mayer LLP 2008 - 2010
KPMG 2007 - 2008
C.G. Uhlenberg LLP 2006 - 2007
Office of the Attorney General March 2004 - June 2004
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Accounting, Financial Accounting, GAAP, Revenue Recognition, US GAAP, Auditing, QuickBooks
Education
University of California, Riverside 2000 — 2005
Bachelor's degree, Business Administration and Management, General, Accounting
Jeff Ira's C.G. Uhlenberg LLP Experience MayorCity of Redwood City2009 - 2011
Job Partner/CPA at C.G. Uhlenberg LLP
Industry Accounting
Experience
C.G. Uhlenberg LLP MayorCity of Redwood City2009 - 2011
Skills
Financial Reporting, Tax, Financial Analysis, Nonprofits, Small Business, Payroll, Microsoft Excel, Government Accounting, Tax Preparation, CPA, Non-profits, Government Auditing, GAAP, QuickBooks, Trust Taxation, Strategic Planning, Auditing, Deferred Revenue, Start-ups, Bookkeeping, Budgets, Forecasting, Pass-through Entities
Education
Humboldt State University 1974 — 1979
BS, Accounting
C.G. Uhlenberg LLP MayorCity of Redwood City2009 - 2011
Skills
Financial Reporting, Tax, Financial Analysis, Nonprofits, Small Business, Payroll, Microsoft Excel, Government Accounting, Tax Preparation, CPA, Non-profits, Government Auditing, GAAP, QuickBooks, Trust Taxation, Strategic Planning, Auditing, Deferred Revenue, Start-ups, Bookkeeping, Budgets, Forecasting, Pass-through Entities
Education
Humboldt State University 1974 — 1979
BS, Accounting
Ann-Marie Walsh La Rocca's C.G. Uhlenberg LLP Experience July 1988 - August 1995
Job Director of Quality Assurance at Hood & Strong, LLP
Industry Accounting
Experience
Hood & Strong, LLP September 2000 - Present
San Mateo County Harbor District August 1995 - September 2000
C.G. Uhlenberg LLP July 1988 - August 1995
Skills
GAAP
Education
University of San Francisco 1991 — 1992
MBA, Finance
San Francisco State University 1984 — 1987
BS, Business Administration with Accounting concentration
Hood & Strong, LLP September 2000 - Present
San Mateo County Harbor District August 1995 - September 2000
C.G. Uhlenberg LLP July 1988 - August 1995
Skills
GAAP
Education
University of San Francisco 1991 — 1992
MBA, Finance
San Francisco State University 1984 — 1987
BS, Business Administration with Accounting concentration
Jiayin(Janet) Zheng's C.G. Uhlenberg LLP Experience February 2015 - Present
Job Staff Accountant at C.G. Uhlenberg LLP
Industry Accounting
Experience
C.G. Uhlenberg LLP February 2015 - Present
Tehfah James Ho, CPA January 2013 - May 2014
Vista International Corp. October 2007 - August 2011
Skills
Microsoft Excel, PowerPoint, QuickBooks, Accounting, Financial Analysis, Microsoft Word, Bookkeeping, Tax Preparation, Tax, Income Tax, Accounts Payable, Accounts Receivable, Mandarin
Education
Rutgers University-New Brunswick 2010 — 2012
Bachelor of Science (BS), Accounting
C.G. Uhlenberg LLP February 2015 - Present
Tehfah James Ho, CPA January 2013 - May 2014
Vista International Corp. October 2007 - August 2011
Skills
Microsoft Excel, PowerPoint, QuickBooks, Accounting, Financial Analysis, Microsoft Word, Bookkeeping, Tax Preparation, Tax, Income Tax, Accounts Payable, Accounts Receivable, Mandarin
Education
Rutgers University-New Brunswick 2010 — 2012
Bachelor of Science (BS), Accounting
Jing Yuan, CPA, MST's C.G. Uhlenberg LLP Experience February 2012 - July 2013
Job Supervising Senior Accountant at Petrinovich Pugh & Company, LLP
Industry Accounting
Experience
Petrinovich Pugh & Company, LLP July 2014 - Present
Petrinovich Pugh & Company, LLP August 2013 - June 2014
C.G. Uhlenberg LLP February 2012 - July 2013
Department of Veterans Affairs March 2008 - February 2012
Star International Custom Broker April 2007 - November 2007
Justice for New America August 2004 - April 2007
Skills
ProSystem fx Tax, QuickBooks, Microsoft Office, JD Edwards, Accounting, Auditing, Tax Preparation, Payroll, Peachtree, RIA, CCH, Bookkeeping
Education
San Jose State University 2011 — 2013
Master, Taxation
California State University-East Bay 2006 — 2007
Bachelor of Science, Accountancy
Petrinovich Pugh & Company, LLP July 2014 - Present
Petrinovich Pugh & Company, LLP August 2013 - June 2014
C.G. Uhlenberg LLP February 2012 - July 2013
Department of Veterans Affairs March 2008 - February 2012
Star International Custom Broker April 2007 - November 2007
Justice for New America August 2004 - April 2007
Skills
ProSystem fx Tax, QuickBooks, Microsoft Office, JD Edwards, Accounting, Auditing, Tax Preparation, Payroll, Peachtree, RIA, CCH, Bookkeeping
Education
San Jose State University 2011 — 2013
Master, Taxation
California State University-East Bay 2006 — 2007
Bachelor of Science, Accountancy