Lance, Soll & Lunghard, LLP
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Lance, Soll & Lunghard, LLP Employees
J FLO Fitness January 2013 - Present
Bank of America August 2012 - December 2012
New York Life Insurance Company January 2012 - July 2012
Farmers Insurance December 2010 - December 2011
Lance, Soll & Lunghard, LLP September 2010 - December 2010
City of Fullerton, Redevelopment and Economic Development March 2009 - September 2010
Wachovia, A Wells Fargo Company July 2008 - March 2009
Skills
Public Speaking, PowerPoint, Fitness Training, Personal Training, Healthy Lifestyles, Healthy Eating, Exercise Physiology, Exercise Design, Bioenergetics, Biomechanics, Strength Training, Strength & Conditioning, Flexibility Training, Business Acumen, Finance, Business-minded, Women Owned Business, Retirement Planning, Insurance, Training
Education
California State University-Fullerton - College of Business and Economics 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance & Investments
Lance, Soll & Lunghard, LLP August 2011 - Present
SingerLewak LLP July 2014 - July 2015
Los Serranos Country Club May 2005 - July 2011
Squar, Milner, Peterson, Miranda & Williamson, LLP January 2011 - April 2011
New Directions for Youth July 2008 - December 2008
Skills
Accounting, Finance, Microsoft Excel, Microsoft Word, Financial Accounting, Financial Reporting, Internal Controls, Account Reconciliation, General Ledger, Accounts Payable, Auditing
Education
University of La Verne 2008 — 2010
Bachelors of Science, Accounting
Arizona State University 2006 — 2008
Computer Applications and Info Technology; Elementary Spanish
CHHS
Merrill Lynch September 2014 - Present
BNY Mellon Wealth Management January 2013 - September 2014
Union Bank May 2012 - August 2012
Venture Strategies Innovations April 2009 - June 2011
Lance, Soll & Lunghard, LLP July 2007 - October 2008
Skills
Financial Modeling, Finance, Valuation, Financial Analysis, Investments, Microsoft Excel, Wealth Management, Portfolio Management, Bloomberg, Relationship Management, CPA, Tax, Securities, Fixed Income
Education
Loyola Marymount University 2011 — 2012
MBA, Finance
California State Polytechnic University-Pomona
B.S., Accounting
McGladrey February 2013 - Present
Lance, Soll & Lunghard, LLP August 2003 - February 2013
Skills
Redevelopment Agency..., A-133 Single Audit..., CAFR Awards Program, AUP's and Contract..., Internal Auditing, Financial Statement..., Government Accounting, Single Audit, Internal Audit, Auditing, Internal Controls
Education
California State University-Fullerton 1998 — 2003
BA, Business Administration, Accounting
Lance, Soll & Lunghard, LLP August 2011 - Present
CSU Fullerton August 2009 - May 2011
Tourneau Watch Gear October 2008 - August 2009
Watch Works March 2007 - September 2008
Lids November 2006 - May 2007
GameStop October 2003 - November 2006
Skills
Accounting, QuickBooks, Microsoft Excel, Payroll, Auditing, Accounts Payable, Financial Analysis, Microsoft Word, PowerPoint, Financial Reporting, Outlook, Accounts Receivable, Customer Satisfaction, Microsoft Office, Public Speaking, Financial Accounting, Account Reconciliation, GAAP, Bookkeeping, US GAAP, General Ledger, Access, Internal Controls, Financial Statements, Bank Reconciliation, Budgets, Analysis, Journal Entries, Internal Audit, External Audit, Customer Service, SAP, Assurance, Fixed Assets, Financial Audits, Sales Tax, Nonprofits, Critical Thinking, Management, Spreadsheets, Sales, Teamwork, Variance Analysis, Financial Statement..., Pivot Tables, Vlookup, Revenue Recognition, Preparation, Accruals
Education
California State University-Fullerton 2009 — 2011
Bachelor of Arts in Business Administration, Accounting
Fullerton Community College
Lance, Soll & Lunghard, LLP July 2015 - Present
Savage and Son, Inc. February 2015 - May 2015
Kiewit January 2014 - August 2014
University of Nevada Reno January 2014 - June 2014
University of Nevada Reno August 2013 - January 2014
The Home Depot June 2010 - January 2013
Skills
Windows, Mac OS, Microsoft Excel, Financial Analysis, Financial Reporting, Cost Accounting, Spreadsheets, Google Docs, Twitter, Account Reconciliation, Accounts Payable, Accounts Receivable, Public Speaking
Education
California State University-Fullerton 2015 — 2017
Master's degree, Taxation
University of Nevada-Reno 2011 — 2015
Bachelor of Science (BS), Accounting
Alliance HealthCare Services February 2015 - Present
VIZIO May 2013 - February 2015
Lance, Soll, & Lunghard LLP July 2012 - May 2013
Lance, Soll & Lunghard, LLP July 2010 - July 2012
Orbit Industries August 2008 - July 2010
Skills
General Ledger, Financial Statements, Internal Controls, GAAP, Financial Reporting, Fixed Assets, SEC filings, Corporate Tax, Accounting, Financial Accounting, Auditing
Education
California State University-Fullerton 2006 — 2008
Bachelor of Arts (BA), Accounting
KPMG US March 2014 - Present
McGladrey January 2013 - March 2014
Lance, Soll & Lunghard, LLP August 2011 - December 2012
Crowe Horwath, LLP December 2010 - August 2011
Martin Accountancy Corporation February 2008 - December 2010
Skills
Fixed Assets, Financial Statements, Tax Preparation, Tax, Tax Research, Auditing, Internal Controls, GAAP, Account Reconciliation, Corporate Tax, Journal Entries, Internal Audit, External Audit, Income Tax, Tax Accounting, CPA, QuickBooks, Financial Reporting, Assurance, Revenue Recognition, Finance, Financial Accounting, Tax Returns, Partnership Taxation, Accounting, General Ledger, US GAAP, SEC Filings, Microsoft Excel
Education
California State University-Fullerton - College of Business and Economics 2006 — 2009
BA, Accounting
PwC July 2015 - Present
PwC November 2013 - June 2015
OpenX April 2013 - October 2013
SingerLewak LLP January 2011 - March 2013
Lance, Soll & Lunghard, LLP July 2007 - January 2011
Skills
Audit, Accounting, Auditing, Financial Reporting, SEC reporting, GAAP, Internal Controls, Assurance, Non-profits, Finance, SEC filings, CPA, Revenue Recognition, US GAAP, Financial Statements, General Ledger, Financial Accounting, QuickBooks, Account Reconciliation, Journal Entries, Financial Audits, Consolidation, Cash Flow, Variance Analysis, Accounts Payable, Public Companies, Tax Preparation, Sarbanes-Oxley Act, Fixed Assets, External Audit, Financial Analysis, SEC Financial Reporting, Big 4, Corporate Tax
Education
Cal Poly Pomona 2003 — 2007
Bachelor's degree, Accounting
LSL CPAs September 1995 - Present
Lance, Soll & Lunghard, LLP 1995 - Present
Skills
Accounting, Tax, Financial Reporting, QuickBooks, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Partnership Taxation, S Corporations, Business Advisory, Sales Tax, Bookkeeping, Payroll Taxes, GAAP, Financial Statements, Financial Accounting, General Ledger, Account Reconciliation
Education
California State Polytechnic University-Pomona 1991 — 1995
BA, Accounting
UC Santa Barbara
Napa County May 2010 - Present
Bristol Park Medical February 2010 - May 2010
Lance, Soll & Lunghard, LLP April 2009 - January 2010
Skills
Research, Strategic Planning, Project Management, Customer Service, Internal Audit, Auditing, Government Auditing, Accounting, Financial Reporting, Accounts Payable, Financial Statements, Microsoft Excel
Education
California State Polytechnic University-Pomona 2004 — 2009
Bachelor of Science, Business Administration, Accounting