Armanino LLP
Industry: Company
DescriptionFounded: 1953 Subsidiaries: AccessTek Inc., The Brenner Group, Inc.,
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Armanino LLP Employees
Armanino LLP August 2015 - Present
RBZ January 2015 - August 2015
JDJ Business Consulting May 2011 - December 2014
Alliance Films, Inc. May 2011 - August 2013
EMI Music 1999 - May 2011
Price Waterhouse Coopers July 1996 - January 1999
BMG Entertainment May 1987 - June 1996
Hess Corporation June 1985 - May 1987
Education
Pace University 1987 — 1991
MBA, Finance
Lehigh University - College of Business and Economics 1981 — 1985
BS, Accounting
Armanino LLP July 2015 - Present
CipherCloud January 2015 - July 2015
TIBCO Software Inc. May 2014 - January 2015
TIBCO Software Inc. June 2014 - August 2014
Delta Sigma Pi January 2014 - May 2014
TIBCO Software Inc. July 2013 - January 2014
G by Guess June 2012 - June 2013
Delta Sigma Pi June 2012 - December 2012
West Coast Aquatic June 2008 - September 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Time Management, English, Windows, Team Leadership, Inventory Management, Financial Analysis, Leadership, Event Planning, Accounting, Access, Sales, Facebook, Internal Audit, Corporate FP&A, Regulatory Documentation, Internal Controls, Sarbanes-Oxley, SOX 404, Control Systems Design, Corporate Communications, Accounts Payable, SOX Compliancy, Corporate Finance, Finance, Control Testing
Education
San Jose State University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Independence High School 2007 — 2010
Bachelor's degree, Accounting and Finance, 3.7
Armanino LLP January 2009 - Present
San Jose State University 2007 - Present
KPMG LLP 1999 - 2006
Skills
Customer Service, Tax, Microsoft Excel, Accounting, Auditing, CPA, Financial Reporting, Financial Analysis, Tax Research, QuickBooks, Teaching, Corporate Tax, Income Tax, GAAP, Internal Controls, US GAAP, Tax Preparation
Education
California State Board of Accountancy
CPA
Golden Gate University
MS, Taxation
University of La Verne
BS, Business Administration and Economics
Armanino LLP August 2013 - April 2015
Robert Half International June 2013 - August 2013
Skills
Team-oriented, Project Initiation, Multi Tasking, Analytical Skills, Detailed Organization, Fast Learner, Fast-paced, Typing, Microsoft Excel, Microsoft Word, Mac OS X, Microsoft Office, OS X, Data Entry, Windows 7, Customer Service, PowerPoint, Visio, Teamwork, Data Analysis, Databases, Social Networking, Time Management, HTML, Windows, Computer Hardware, SQL, Java, Windows XP, MS Project
Education
San Francisco State University 2007 — 2013
Bachelor’s Degree, Management Information Systems, General
Armanino LLP July 2015 - Present
Kranz & Associates January 2015 - August 2015
Stock & Option Solutions July 2014 - December 2014
Jawbone July 2014 - December 2014
CONCERT Global Group Ltd. August 2013 - July 2014
OptionEase, Inc. July 2010 - July 2013
OptionEase, Inc. November 2009 - July 2010
Stock & Option Solutions 2005 - 2009
Countrywide 2004 - 2006
AIG 1998 - 2000
Skills
Business Strategy, SaaS, Relationship Management, Executive Pay, Business Development, Strategic Planning, Mergers & Acquisitions, Mergers, Account Management, Financial Services, Social Media Marketing, Product Management, Equities, Start-ups, Benefits Administration, Enterprise Software, Customer Service, Team Building, Contract Negotiation, CRM, Human Resources, Process Improvement, Securities, Accounting, Project Management, New Business Development, Analysis, Management Consulting, Business Planning, Risk Management, Sales Management, Salesforce.com, Business Intelligence, Small Business, Team Management, Marketing Strategy, Investments, Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Economics
Armanino LLP November 2010 - Present
TIMCO July 2009 - February 2010
Jarden Corporation February 2007 - June 2009
The Walt Disney Company June 2008 - September 2008
Cupertino Electric June 2006 - September 2006
Cupertino Electric June 2005 - July 2005
Skills
Cost Accounting, ERP, Accounting, Accounts Payable, Axapta
Education
Santa Clara University - Leavey School of Business 2010 — 2010
CAAP, Accounting
University of California, San Diego 2005 — 2009
B.S., Management Science
Armanino LLP January 2015 - Present
Sacred Heart Community Service October 2010 - December 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Microsoft Office, QuickBooks, Music, Nonprofits, Customer Service, Music Theory, Community Outreach, Music Production, Microsoft PowerPoint, ServTraq, CORE, CLASS, Abila MIP
Education
San Jose State University 2009 — 2014
Bachelor of Science (BS), Accounting
연세대학교 / Yonsei University 2012 — 2012
Business
Armanino LLP September 2014 - Present
Peterson Trucks, Inc. via Accountemps April 2014 - June 2014
Jones, Henle & Schunck February 2014 - April 2014
Berkeley Humane via Accountemps November 2013 - December 2013
United Tile July 2008 - September 2008
Sears Holdings May 2006 - February 2008
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Accounting
Education
Saint Mary's College of California 2013 — 2014
Master's Degree, Accounting
University of Oregon 2008 — 2013
Bachelor of Science, General Science
KPMG US July 2013 - Present
Armanino LLP April 2012 - June 2013
Academy of Art University September 2010 - March 2012
MCC Financial Services, Inc. December 2009 - September 2010
Liberty Tax Service January 2009 - April 2009
Skills
General Ledger, Fixed Assets, Financial Accounting, Journal Entries, Accounting, Microsoft Excel, PeopleSoft, Tax, Tax Accounting, Corporate Tax, Tax Preparation, Income Tax, GoSystems, ERP/CRM, RIA, CCH, corptax, Financial Reporting, QuickBooks
Education
San Francisco State University, College of Business 2006 — 2010
Bachelors, Accounting
OUM & Co. LLP September 2015 - Present
Saint Mary's College of California May 2013 - Present
California State Board of Equalization June 2014 - September 2015
Armanino LLP July 2014 - July 2014
Pacific Coast Bankers' Bank June 2013 - August 2013
Education
Saint Mary's College of California 2011 — 2015
Bachelor of Science (B.S.), Accounting
Sacred Heart Cathedral Preparatory 2007 — 2011
High School Diploma with Honors
PwC June 2015 - August 2015
Ascend Inc June 2014 - December 2014
Core-Mark International June 2014 - August 2014
Armanino LLP July 2014 - July 2014
Ascend Inc January 2014 - June 2014
Ascend Inc August 2013 - December 2013
The Primacy Collegiate Academy (formerly Taipei Adventist Preparatory Academy) January 2011 - December 2011
Taipei School of the Visually Impaired August 2010 - June 2011
Skills
Microsoft Excel, Team Leadership, Recruiting, Accounting, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Financial Analysis, Bookkeeping, Research, English, Income Tax, Public Speaking, Windows, Photoshop
Education
San Francisco State University 2012 — 2016
Bachelor of Science, Accounting, Information Systems, 3.91
Taipei American School 2004 — 2012
3.87
Armanino LLP May 2014 - Present
Reply.com March 2012 - May 2014
North American Title August 2011 - March 2012
The Taylor Family Foundation May 2008 - September 2008
Skills
Accounting, Financial Reporting, Revenue Recognition, Financial Accounting, Accounts Receivable, QuickBooks, GreatPlains, Microsoft Office, Long-term Customer..., Telecommunications, Interpersonal..., Cash Flow, Cash Receipts, Sales, Marketing
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
Penn State University 2006 — 2007
Armanino LLP June 2015 - Present
VIADER Vineyards & Winery December 2002 - Present
Silver Creek Sportsplex July 2014 - March 2015
Adventure Day Camp June 2013 - September 2013
Skills
Bottling, Vineyard, Wine, Wineries, Leadership, Wine Tasting, Childcare, Food & Beverage, Restaurants, Food, Fine Dining, Culinary Skills
Education
Santa Clara University 2012 — 2016
Accounting, Business, Sophmore
AFX-CBO Darknet/Deep Web Specialist Cyber Security March 2015 - April 2015
Tutor Doctor April 2014 - November 2014
AVer Information Inc. July 2014 - October 2014
Impec Group November 2012 - November 2013
Bon Appétit Management Company July 2010 - June 2013
Santa Clara University Leavey School of Business June 2011 - November 2012
The Iron Broncos (Fitness Club) September 2011 - October 2012
Scott Lane Elementary School September 2011 - January 2012
Armanino LLP July 2011 - July 2011
Skills
QuickBooks, Customer Service, Microsoft Excel, Accounting, Microsoft Office, Photoshop, Accounts Payable, Leadership, Event Management, Accounts Receivable, Teamwork, Account Reconciliation, Time Management, PowerPoint, Access, Data Analysis, Social Media, Microsoft Word, Human Resources, Data Entry, Facebook, Management
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science (B.S.), Accounting
Irvington High School 2005 — 2009
PwC September 2015 - Present
Kappa Alpha Theta, Eta Lambda January 2014 - January 2015
PwC June 2014 - August 2014
Santa Clara University Law School October 2012 - April 2014
Kappa Alpha Theta, Eta Lambda January 2013 - January 2014
Ernst & Young July 2013 - July 2013
Ernst & Young June 2013 - June 2013
KPMG US June 2013 - June 2013
PwC June 2013 - June 2013
Armanino LLP June 2013 - June 2013
Skills
Analyzing problems and..., Working under the..., Punctual, Organization, Leadership, Motivating self and..., Taking initiative, Close Attention to..., Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Cooperative, Mathematics, Microsoft Office, Time Management, PowerPoint, Facebook, Event Planning, Access, Social Networking, Spanish, Critical Thinking, Public Speaking, Research, Public Relations, Social Media, Teamwork, Editing, Nonprofits, Data Analysis
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting
Mayfield Senior High School 2007 — 2011
Armanino LLP June 2015 - Present
San Diego State University October 2012 - April 2015
Student Accounting Society SDSU May 2014 - December 2014
Illumina June 2014 - August 2014
Student Accounting Society - SDSU December 2013 - May 2014
Student Accounting Society - SDSU September 2013 - December 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Accounting, Event Planning, Financial Accounting, Recruiting, Data Entry, Teamwork, Leadership, Time Management
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Science (B.S.), Accounting, 3.1
KPMG August 2015 - Present
Armanino LLP October 2014 - August 2015
Walmart September 2012 - October 2014
Richardson & Associates, LLC. January 2012 - August 2012
Cincinnati Public Schools August 2011 - January 2012
Skills
Auditing, Financial Accounting, Accounting, Income Tax, Tax, Tax Preparation, Financial Reporting, Tax Returns, Accounts Payable, Microsoft Excel, Account Reconciliation, General Ledger, Journal Entries, Financial Analysis, Accounts Receivable, Bookkeeping, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Process Improvement, Finance, Management
Education
Northern Kentucky University 2010 — 2012
Bachelor's Degree, Accounting
Seagate Technology June 2015 - September 2015
PwC July 2015 - July 2015
EY July 2015 - July 2015
Deloitte June 2015 - June 2015
Maier-Richmond Accountancy Corp May 2014 - May 2015
Volunteer Income Tax Association February 2014 - April 2014
Burr Pilger Mayer (BPM) July 2014 - 2014
Armanino LLP July 2014 - 2014
PwC May 2014 - 2014
Skills
Time Management, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, QuickBooks, Bank Reconciliation, Social Media, Bookkeeping, Leadership, Accounting, Oracle E-Business Suite, Essbase, Chinese, Adaptability, Accountability, Determined to Succeed, Perseverant, Basketball Coaching, Basketball
Education
Santa Clara University 2013 — 2017
Bachelor of Science in Commerce, Accounting, 3.6
Irvington High School 2009 — 2013
Armanino LLP January 2015 - Present
Berger Lewis Accountancy Corporation December 2013 - Present
TRUMPF Huettinger Inc. (through Accelero Inc., CPA) February 2012 - December 2013
San Jose State University June 2011 - October 2011
Bay Area Translations Inc. September 2005 - April 2011
Pathways Home Health, Hospice & Private Duty January 2006 - April 2007
Boardwalk Auto Center June 2004 - December 2005
E-Construction & Plumbing, Inc. January 2004 - December 2004
Skills
Microsoft Excel, Microsoft Word, Outlook Express, PowerPoint, Access, Adobe Acrobat, Windows Vista and XP, Peachtree, Quickbooks
Education
San Jose State University 2009 — 2011
B.S., Business Administration, Emphasis in Accounting
De Anza College 2006 — 2009
A.A., Paralegal Studies
Armanino LLP September 2015 - Present
H&R Block December 2010 - April 2015
Bronco Wine Company June 2014 - August 2014
University of the Pacific June 2013 - July 2013
University of the Pacific September 2012 - May 2013
Skills
Customer Service, Teamwork, Tax Preparation, Tax Returns, Customer Retention, PowerPoint, Analysis, Tax, Microsoft Excel, Microsoft Word, Accounting, Time Management, Microsoft Office, Data Entry, Access, Event Planning, Management, Leadership
Education
University of the Pacific - Eberhardt School of Business 2012 — 2015
Bachelor’s Degree, Accounting, Magna Cuma Laude
University of the Pacific - Eberhardt School of Business 2012 — 2015
Master’s Degree, Accounting
San Joaquin Delta College 2009 — 2012
Associate's Degree, Accounting
Armanino LLP May 2014 - Present
Menlo College February 2012 - May 2014
Menlo College February 2012 - May 2014
Olsen & Fielding Moving Services May 2013 - August 2013
Sodexo September 2011 - December 2011
Swanson's Cleaners June 2009 - September 2009
Skills
Student Affairs, Higher Education, Public Speaking, Research, PowerPoint, Student Development, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Facebook, Social Media, Teaching, Teamwork
Education
Menlo College 2010 — 2014
Bachelor's Degree, Accounting
Elk Grove High School 2006 — 2010
Varsity Brands May 2012 - August 2014
Armanino LLP June 2013 - August 2013
Dedicated Media August 2012 - December 2012
Skills
Sales, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Salesforce.com, Marketing, Social Networking, Social Media
Education
University of California, Davis 2014 — 2015
Master of Professional Accountancy, Accounting
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Armanino LLP October 2012 - Present
OTT, Inc. January 2010 - October 2012
Sunergi, Inc. January 2005 - October 2009
Souris Valley Golf Course January 1997 - January 2004
Target November 2002 - May 2003
Skills
SSRS, SQL Server, Microsoft Dynamics, Dexterity, Scribe, SQL, Great Plains Software, T-SQL, Microsoft SQL Server, Visual Basic, Visual Studio, VB.NET, Requirements Analysis, Regular Expressions, InstallShield, Perl, RoboHelp, Troubleshooting, COBOL, .NET, C#, Software Development, Software Documentation, Integration, Microsoft Dynamics GP, SharePoint, Business Intelligence
Education
North Dakota State University 2000 — 2004
B.S., Management Information Systems
Minot High School 1996 — 2000
Diploma, General Education
Armanino LLP September 1995 - Present
Skills
Auditing, Finance, Mortgage Lending, Accounting, Revenue Recognition, Financial Reporting, Management, Financial Statements, Outsourcing, GAAP, Funding, Private Equity, Hedge Funds, Microsoft Excel, Business Intelligence, Consulting, CPA, Internal Controls, US GAAP
Education
Saint Mary's College of California 1991 — 1995
BA, Accounting
Fortuna Union High School 1987 — 1991
Johnson Controls April 2015 - Present
Safeway May 2014 - January 2015
Armanino LLP January 2013 - July 2013
Ernst and Young July 2010 - July 2012
Deloitte August 2008 - July 2010
Enterprise Rent-A-Car February 2008 - May 2008
Levy & Erlanger CPAs October 2007 - January 2008
Skills
Corporate Tax, Tax, Income Tax, Partnership Taxation, Tax Preparation, Accounting, Auditing, Tax Research, Fixed Assets, Tax Returns, Big 4, State Tax, GoSystems, ProSystem fx Tax, Payroll Taxes, Preparation, Sales Tax, Tax Advisory, Tax Accounting
Education
San Francisco State University, College of Business 2006 — 2008
B.S., Accounting
San Francisco State University
Bachelors of Science, Business Administration; Accounting
Armanino LLP January 2014 - Present
Campbell Soup Company May 2013 - October 2013
Wilkin & Guttenplan, P.C. January 2012 - April 2012
Skills
Journal Entries, Account Reconciliation, Finance, Analysis, Year-end Close, Tax Research, General Ledger, Tax, Accounts Receivable, SEC Filings, Microsoft Office, Revenue Recognition
Education
Rider University 2013 — 2014
Master of Accountancy
Rider University 2009 — 2013
Bachelor of Science in Business Administration, Accounting
Marcum LLP January 2014 - Present
Armanino LLP July 2012 - May 2013
PwC January 2011 - July 2012
KPMG June 2006 - November 2008
Skills
Auditing, SEC filings, GAAP, Financial Accounting, Sarbanes-Oxley, Sarbanes-Oxley Act, External Audit, Revenue Recognition, Financial Statements, Assurance, Financial Audits, Internal Audit, Big 4, Financial Reporting, Accounting, Internal Controls, US GAAP, Consolidation, SOX 404, Enterprise Risk...
Education
John F. Kennedy University 2003 — 2005
Bachelor of Science (BSc)
Utah Valley University 2000 — 2003
Accounting
Armanino LLP July 2015 - Present
Armanino LLP January 2013 - June 2015
GALLINA LLP 2012 - 2013
Anderson, Lucas, Somerville & Borges, LLP 2011 - 2012
Skills
Accounting, Auditing, Tax Preparation, Lacerte, Financial Audits, CCH ProSystem fx, Internal Controls, Financial Accounting, Accounts Payable, Accounts Receivable, Fixed Assets, Assurance, General Ledger, Revenue Recognition, GAAP, US GAAP
Education
Humboldt State University 2008 — 2012
Bachelor of Science (BS), Accounting
Armanino LLP February 2014 - Present
Armanino LLP 2014 - 2015
Armanino LLP 2014 - 2015
Armanino LLP 2014 - 2015
Armanino LLP 2014 - 2015
Hood & Strong, LLP July 2013 - February 2014
Teachscape January 2013 - April 2013
Roisman Henel LLP December 2007 - June 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Customer Service, Outlook, Tax
Education
Golden Gate University 2011 — 2013
MAc, Accounting, 3.8/4.0
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor's degree, English Language and Literature, General
Armanino LLP January 2015 - Present
Treetops Retirement Homes June 2012 - June 2013
Anametrix, Inc. May 2012 - August 2012
Maniglia Landscape Company June 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Finance, Sales, Financial Statements, Access, Financial Reporting, Accounting
Education
San Diego State University-California State University 2013 — 2014
MSA, Financial Reporting
San Diego State University-California State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, Senior
Sorbus Valuation Group September 2008 - Present
Armanino LLP September 2009 - August 2010
KPMG LLP February 2006 - September 2009
Ligand Pharmaceuticals November 2002 - February 2006
Skills
Business Valuation, Intangible Assets, Options, Purchase Price..., Financial Instruments, Fair Value, VBA, Portfolio Valuation, ASC 805, ASC 820, IRC 409A, Embedded Derivatives, P2P Portfolio Valuation, Monte Carlo Simulation
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance and Economics
Mount Sinai School of Medicine of New York University 1993 — 1995
Master's Degree, Molecular Biology
Moscow Institute of Physics and Technology (State University) (MIPT) 1988 — 1993
BS/MS, Applied Physics and Mathematics
Armanino LLP July 2015 - Present
Company Confidential June 2013 - July 2015
ITT Technical Institute June 2014 - 2015
Robert Half International February 2013 - June 2013
D&W Fine Pack 2011 - 2013
The Felters Group of South Carolina October 2002 - October 2011
PM Fabrication January 2001 - October 2002
Sara Lee Branded Apparel (Formerly National Textiles) January 1999 - January 2001
CB&I (Formerly The Shaw Group) January 1996 - January 1999
ICS 1993 - 1996
Skills
SharePoint, Project Management, Lean Manufacturing, Microsoft CRM, Six Sigma, Agile Methodologies, Microsoft Dynamics, ERP Implementations, Scrum, Green Belt
Education
Liberty University 2012 — 2013
M.A. Management, Management and leadership
Grace College and Seminary 1989 — 1993
BS, Communications
McCarrell Christian Academy 1985 — 1989
General
Armanino LLP April 2008 - Present
Skills
Audit, Accounting, SEC reporting, SOX, Revenue Recognition, FAS 123R, Technical Accounting, Internal Controls, Financial Reporting, Financial Analysis, Excel, Assurance, Auditing, SEC filings, CPA, Sarbanes-Oxley Act, Consolidation, US GAAP, GAAP, Financial Accounting, General Ledger
Education
Santa Clara University
Bachelor of Science (B.S.), Accounting
ACG 2013 - Present
RGP October 2013 - Present
Junior Achievement February 2014 - Present
Armanino LLP June 2011 - October 2013
Armanino LLP June 2011 - January 2013
Management Resources, RHI January 2010 - June 2011
Arthur Andersen & Co. (Big 8 - Public Accounting and Consulting) June 1985 - June 1997
IBM January 1982 - January 1984
Skills
Business Development, Management, Business Strategy, Strategy, New Business Development, Cross-functional Team..., Forecasting, Process Improvement, Leadership, Strategic Planning, Consulting, Accounting, Change Management, Training, Management Consulting, Team Building, Sales, Budgets, Marketing Communications, Entrepreneurship, Start-ups, Marketing, Business Process, Customer Service, Recruiting, Business Intelligence, Team Leadership, Financial Modeling, Marketing Strategy, Professional Services, Strategic Partnerships, Financial Analysis, Finance, Online Marketing, Relationship-building..., Key Account..., Nonprofits, Business Planning, Event Management, Public Speaking, Auditing, Social Networking, Operations Management, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1985
B.S.
Harvard Business School 1990 — 2002
Executive Development Programs, Strategy and Operations
Carlmont High School
MidPen Housing Corporation December 2014 - Present
Armanino LLP March 2013 - December 2014
CityTeam Ministries July 2007 - March 2013
Grant Thornton LLP July 2005 - December 2006
Grant Thornton LLP January 2005 - April 2005
Skills
Financial Analysis, Budgets, Microsoft Excel, Non-profits, Strategic Planning, Raiser's Edge, Program Management, Public Speaking, Leadership, Microsoft Word, Microsoft Office, Strategic Thinking, Project Management, PowerPoint, Customer Service, US GAAP, Accounting, Auditing, Forecasting, Nonprofits, Marketing Strategy, Finance, Management
Education
San Jose State University 2004 — 2005
Master of Science (MS), Accounting
National University 2002 — 2003
Master of Business Administration (MBA)
La Sierra University 1997 — 2001
Bachelor of Arts (B.A.), History and Political Science
San Jose City College 2012 — 2012
Broadcom February 2015 - Present
Armanino LLP December 2013 - February 2015
Hewlett-Packard Enterprise Services June 2011 - December 2013
Northrop Grumman Information Systems July 2010 - May 2011
SCIENCE APPLICATIONS INTERNATIONAL CORP. (SAIC) January 2006 - July 2010
County of San Diego January 2001 - May 2006
County of San Diego January 2005 - January 2006
Skills
Program Management, SharePoint, IT Management, Integration, Business Process, Software Development, Business Intelligence, Process Improvement, Enterprise Software, SDLC, Architecture, Information Technology, Requirements Analysis, Team Leadership, CRM, PMO, ERP, SOA, IT Strategy, Data Warehousing, IT Outsourcing, Governance, PMP
Education
James Madison University
BS, Political Science, Computer Science
Armanino LLP March 2012 - Present
APOLLO CONSULTING (now acquired by Vision-33) February 2008 - August 2010
SOFTENGINE, INC October 2007 - December 2007
SMALL BUSINESS SUPPORT October 2006 - October 2007
BANK OF AMERICA April 2004 - December 2004
Skills
Income Tax, Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, Financial Statements, Cost Accounting, Accounts Receivable, Journal Entries, GAAP, ERP, Analysis, Payroll, Internal Audit
Education
St. Joseph’s University 2004 — 2004
Mergers and Acquisitions
Osmania University 2002 — 2004
Masters in Business Administration (MBA), Finance and Marketing
Osmania University, India 1999 — 2002
Bachelor of Commerce, Accounting
Armanino LLP 2006 - Present
Deloitte 1999 - 2006
KPMG 1992 - 1999
Arthur Andersen 1990 - 1992
Louisiana Department of Revenue 1987 - 1990
Skills
Sales Tax, SaaS, Software, Cloud Computing
Education
Louisiana State University
Bachelor of Science (B.S.), Accounting
Armanino LLP November 2014 - Present
SJSU Masters of Accountancy May 2013 - July 2014
GALLINA LLP January 2014 - April 2014
SiliconExpert Technologies November 2011 - May 2013
GoTown, Inc. April 2011 - September 2011
Musicians Mobile November 2010 - May 2011
A.T.L.C. March 2004 - December 2009
Aaron Madsen Studios January 2009 - May 2009
Skills
Accounting, Corporate Tax, Tax Preparation, ProSystem fx Engagement, GoSystems, Microsoft Excel, Microsoft Office, Customer Service, CRM, Sales, Music
Education
San Jose State University 2013 — 2014
Master's degree, Accounting
San Jose State University
BA, Creative Arts (Interdisciplinary)
Armanino LLP 1994 - Present
John McKean & Co 1992 - 1994
KPMG 1989 - 1992
Skills
Tax, Business Valuation, Accounting, Financial Reporting, Mergers, Auditing, Financial Analysis, Valuation, CPA, Mergers & Acquisitions, GAAP, Partnership Taxation, Forensic Accounting, Tax Preparation, Internal Audit, Expert Witness, SEC filings, Income Tax, Managerial Finance, Financial Statements, Revenue Recognition, Tax Accounting, US GAAP, Corporate Tax, Tax Research, Sarbanes-Oxley Act, Financial Accounting, Tax Returns, External Audit, FIN 48, Internal Controls, Due Diligence, Sarbanes-Oxley, International Tax, SEC Filings
Education
San Francisco State University 1983 — 1988
BS-Business
Armanino LLP January 2014 - Present
Moss Adams LLP January 2013 - January 2014
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2011 - December 2012
DiscoveRx February 2009 - May 2010
Diagnostic Biosystems July 2008 - February 2009
Skills
Biotechnology, Accounting, QuickBooks, Microsoft Excel, Microsoft Office, PowerPoint, Research, Auditing, Financial Analysis, Financial Reporting, Lifesciences, Financial Accounting, Tax, Microsoft Word, Analysis, Outlook, Corporate Finance, Lacerte, 1099 Preparation, Property Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Trust Taxation, International Tax, Expatriate Tax, Provision, fin 48, GoSystems, SEC filings, Tax Research, Tax Returns
Education
San Jose State University 2010 — 2011
MS Accountancy, Accounting
Sonoma State University 2004 — 2008
B.A., Biology
Armanino LLP February 2013 - Present
Reply! Inc. December 2011 - February 2013
Armanino McKenna, LLP November 2006 - December 2011
MediaLive International 2005 - 2006
BMG Seltec, Inc. 2001 - 2004
Omnishift Technologies 2000 - 2001
Saraide 1999 - 2000
Netcom On-line Communications, Inc. 1998 - 1999
Thermawave, Inc. 1996 - 1998
JDR Microdevices, Inc. 1991 - 1996
Skills
SEC reporting, Technical Accounting, US GAAP, Revenue Recognition, GAAP, IPO Readiness, SOX Readiness, Financial Management, M&A experience, ERP Implementation, Accounting, Auditing, Cash Flow, Contract Negotiation, Due Diligence, ERP, Finance, IPO, Managerial Finance, Mergers, Option Valuation, SEC filings, Sarbanes-Oxley Act, Start-ups
Education
Santa Clara University 1980 — 1984
BSC
St. Ignatius 1976 — 1980
St Brendan
Armanino LLP July 2012 - Present
Socius / CBIZ Technologies March 2008 - June 2012
Countrywide Financial Corporation January 2007 - October 2007
Ownit Mortgage Solutions May 2006 - December 2006
Washington Mutual June 2004 - May 2006
Tectura May 2003 - May 2004
Chaparral Land Co. 2003 - 2004
Enterprise Resource Group dba Altara April 2000 - May 2003
Acsys IT Solutions Pvt Ltd 1999 - 2000
Enterprise Rent-A-Car August 1990 - August 1998
Skills
Professional Services, Sales Process, ERP, SharePoint, Microsoft CRM, Sales, Management, Microsoft Dynamics, Leadership, Consulting, SaaS, Solution Selling, Enterprise Software, Salesforce.com, Software Industry, Cloud Computing, CRM, Account Management, Business Intelligence, Lead Generation, Sales Management, Direct Sales, Training
Education
San Diego State University-California State University 1985 — 1990
BA, Speech Communications
Marina High School, Huntington Beach 1981 — 1985
BackOps July 2014 - Present
Gilbert Associates, Inc. August 2010 - June 2014
CohnReznick LLP 2008 - 2010
Armanino LLP 2006 - 2008
Skills
Financial Reporting, GAAP, Accounting, Internal Controls, Financial Accounting, US GAAP, Financial Statements, Team Leadership, Account Reconciliation, Team Management, Microsoft Excel, QuickBooks, Team Building, General Ledger, Sarbanes-Oxley Act, CPA, Auditing
Education
University of California, Berkeley 2004 — 2006
Bachelor of Science (BS), Business
San Joaquin Delta College 2002 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Armanino LLP October 1989 - Present
Armanino Family Cellars 2008 - 2014
Arthur Young July 1987 - October 1989
Skills
Audit, Business Strategy, Management Consulting, Non Profit, Construction, Solid Waste, Auditing, Accounting, Management, Strategic Planning, Mergers & Acquisitions, CPA, Financial Reporting, GAAP, Financial Analysis, Leadership, SEC filings, Nonprofits, Non-profits, Recruiting, Tax Accounting, Tax Preparation, Corporate Tax, Partnership Taxation, Sarbanes-Oxley Act, US GAAP, Tax
Education
Santa Clara University 1983 — 1987
Bachelor of Science (BS), Accounting
Santa Clara University - Leavey School of Business 1983 — 1987
BS, Accounting
Armanino LLP August 2007 - Present
CIRIMELLI, PYLE & ASSOCIATES LLP August 2003 - August 2007
SKELETAL KINETICS, LLC June 2003 - July 2003
SHANNON & SNYDER CPA FIRM August 1999 - July 2002
Auctor Corporation November 1997 - July 1999
Skills
CPA, Financial Reporting, Tax, QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, GAAP, Financial Statements, Payroll, Journal Entries, Sales Tax, Bookkeeping, Financial Audits, Nonprofits, Fixed Assets, Financial Accounting, Tax Returns, Payroll Taxes
Education
San Jose State University
B.S. Business Administration, Accounting
Armanino LLP August 2008 - Present
Law Office of Michael J. Raifsnider July 2004 - July 2008
Skills
Auditing, Assurance, Internal Controls, GAAP, Nonprofits, General Ledger, QuickBooks, External Audit, Financial Accounting, US GAAP, Accounting, Accounts Payable, Financial Reporting, Due Diligence, Revenue Recognition, Consolidation, Financial Analysis, Financial Statements, Accounts Receivable, Budgets, Account Reconciliation
Education
San Francisco State University 2003 — 2008
BS, Business Administration, Accounting
Armanino LLP January 2014 - Present
Skills
Microsoft Dynamics, Cloud Computing, Professional Services, Strategic Alliances, ERP, Microsoft CRM, Business Intelligence, Integration, Great Plains Software, Financials, Strategic Partnerships, Enterprise Software, Solution Selling, Management, Program Management, Business Analysis, CRM, Requirements Analysis, SaaS, IT Management, Business Process, Software Implementation, Strategy, SharePoint, Salesforce.com, Strategic Planning
Education
Wittenberg University 1985 — 1989
1989
Richmond, The American International University in London 1988 — 1988
Radnor High School 1981 — 1985
Armanino LLP July 2014 - Present
Armanino LLP July 2011 - Present
Armanino McKenna LLP July 2010 - July 2011
Armanino McKenna LLP 2005 - 2009
Skills
Tax, Accounts Payable, Financial Reporting, Auditing, Due Diligence, GAAP, Internal Controls, Sarbanes-Oxley Act, US GAAP, Corporate Tax, CPA, Financial Statements, Tax Preparation, Financial Accounting, SEC filings, Accounting, Budgets, Account Reconciliation, General Ledger, Accounts Receivable, Consolidation, Financial Analysis, Income Tax, QuickBooks, Revenue Recognition, SEC Filings
Education
Saint Mary's College of California 2002 — 2008
Accounting
St. Mary's College of California 2002 — 2006
Accounting
Armanino LLP July 2013 - Present
Armanino LLP July 2009 - June 2013
Armanino LLP July 2007 - June 2009
Deloitte & Touche September 2005 - November 2006
Goldman Sachs June 2004 - August 2004
Skills
Assurance, Auditing, GAAP, Lead Scoring, Internal Controls, Account Reconciliation, Accounts Payable, Accounts Receivable, Audit Management, FAS 5, Financial Modeling, IFRS, Income Tax, Managerial Finance, Microsoft Excel, Microsoft Word, Microsoft Office, Revenue Recognition, SEC filings, SOX 404, Partnership Taxation, Sarbanes-Oxley, Tax Accounting, Tax Preparation, Tax Research, Variance Analysis, Sarbanes-Oxley Act
Education
Saint Mary's College of California 2001 — 2005
Bachelor of Science (BS), Accounting
Saint Mary's College of California 2001 — 2005
Bachelor's degree, Accounting and Business/Management
Armanino LLP July 2015 - Present
Armanino LLP January 2008 - Present
Mohler, Nixon & Williams February 1999 - January 2008
United States Marine Corps October 1987 - October 1991
Skills
Tax, Income Tax, FIN 48, FAS109, FAS 5, Subpart F, Corporate Tax, Tax Accounting, Tax Research, Partnership Taxation, SEC filings, GAAP, Accounting, Auditing, Financial Planners
Education
San Jose State University 2006 — 2010
MST, MASTER IN TAXATION
San Francisco State University, College of Business 1992 — 1997
BA, BA- Accounting
Armanino LLP May 2013 - Present
Payroll Systems August 2007 - January 2011
KidzArt of Contra Costa County March 2006 - August 2007
Alexander Bookkeeping Services October 2004 - January 2006
Hulberg & Associates November 2000 - June 2004
Connor Formed Metal Products 1988 - 1991
Skills
Accounts Payable, Accounts Receivable, QuickBooks, Xero Partner..., ADP Payroll, General Ledger, NetSuite, Deltek, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Project Management, Payroll, Payroll Taxes, Financial Reporting, Bank Reconciliation, Training, Millenium, ADP E-Time, Timberline Accounting
Education
Santa Clara University 2012 — 2013
Accounting
Santa Clara University 1997 — 1999
Bachelor of Arts (B.A.), Fine and Studio Arts
Milpitas High School 1984 — 1988
Armanino LLP January 2015 - Present
Armanino LLP August 2012 - December 2014
AccessTek November 2010 - August 2012
Rockford Country Club December 2009 - July 2010
Skills
Intacct, Microsoft Dynamics, Data Analysis, Professional Services, Microsoft Excel, Visual Basic, iMacros, Project Management, SQL, Data Conversion, XML, JavaScript, Consulting, SaaS, Great Plains Software, Business Intelligence, Business Analysis, Accounting, APIs
Education
Illinois State University 2005 — 2009
Bachelors, Accounting
Armanino LLP December 2013 - Present
Education
University of Minnesota - Carlson School of Management 1994 — 1996
M.B.A, Finance, Accounting & Strategy
University of Minnesota-Twin Cities 1992 — 1994
BA, Economics w/Math and Statistics Emphasis
Milwaukee School of Engineering 1988 — 1991
AAS, Technical Supervision
Armanino LLP September 2010 - Present
Fullscope October 2003 - September 2010
IFS February 2002 - October 2003
Skills
Microsoft CRM, ERP, Business Intelligence, Supply Chain Management, Microsoft Dynamics, Microsoft Dynamics ERP, Microsoft Dynamics AX, Microsoft Dynamics GP, Axapta, Business Analysis, CRM, Educational Leadership, Great Plains Software, Solution Selling, Business Process..., Enterprise Software, Start-ups, Consulting, Management, Microsoft SQL Server, Professional Services, Business Process, Outsourcing, SaaS, SSRS, Software Implementation, Solution Architecture, Cloud Computing, Pre-sales, Financials
Education
Santa Clara University 2005 — 2008
MBA
San Jose State University 2000 — 2004
Bachelor of Science
Armanino LLP October 2006 - Present
Segal LLP 2004 - 2006
Skills
Revenue Recognition, SEC filings, US GAAP, Equities, FAS 5, CPA, Auditing, Financial Audits, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, General Ledger, Financial Analysis, Accounting, Internal Controls, GAAP, External Audit, IFRS, Software Revenue..., Consolidation, Sarbanes-Oxley, Tax, Financial Statements, Fixed Assets, Corporate Tax, Tax Advisory, SEC Filings
Education
Southern Alberta Institute of Technology 1998 — 2001
Accounting, Business
Moscow Pedagogical State University 1992 — 1997
Armanino LLP August 1996 - Present
Anjee's Dance Etc. October 1991 - December 2010
All Fluid Controls March 1995 - August 1996
Skills
Enrolled Agent, Corporate Tax, Accounting, Tax Accounting, Partnership Taxation, Tax, Accounts Payable, GAAP, Income Tax, QuickBooks, General Ledger, Financial Reporting, Accounts Receivable, Financial Analysis, Fixed Assets, Due Diligence, Tax Research, Invoicing, CPA, Account Reconciliation, Auditing, US GAAP, Tax Preparation, Tax Returns, Revenue Recognition
Education
Heald College 1994 — 1996
AAS, Accounting
Armanino LLP January 2015 - Present
Skills
Great Plains Software, ERP, Microsoft Dynamics, Financials, Accounting, Microsoft CRM, Integration, Chart of Accounts, Project Management, Software System Analysis, Team Coaching and..., Team Building, Financial Reporting, Management Consulting, Pre-sales, Software Implementation, Business Process, Consulting, Professional Services, Business Intelligence, Business Analysis, Business Process..., SaaS, Enterprise Software, CRM, Finance, Consolidation, Microsoft Dynamics GP
Education
San Francisco State University
B.A., Accounting
Armanino LLP April 2006 - Present
Watkins, Meegan, Drury & Co., LLC June 1998 - March 2006
Skills
Accounting, Great Plains Software, Financials, Budgets, ERP, General Ledger, Financial Reporting, FRx, GAAP, Management, Microsoft Dynamics, Management Reporter 2012, Financial Analysis, Microsoft Dynamics GP, US GAAP, Financial Accounting
Education
Presbyterian College 1986 — 1990
BS, Business Administration
University of Maryland University College 1999 — 2002
BS, Accounting
Armanino LLP October 2013 - Present
Lindquist LLP December 2010 - October 2013
A-D Technologies November 2009 - November 2010
ACS May 2009 - August 2009
VITA January 2008 - April 2009
Skills
Accounts Receivable, GAAP, Accounting, Communication Skills, Auditing, Tax, Access, Analysis, Microsoft Excel, Financial Audits, Human Resources, Invoicing, Financial Statements, Internal Audit, Finance, Internal Controls, Management, Revenue Recognition, Sarbanes-Oxley Act
Education
Saint Mary's College of California 2014 — 2015
Master of Business Administration (MBA), Finance
University of Nevada-Reno 2004 — 2009
BS, Business Administration, Accounting Major
Adaptive Insights June 2015 - Present
Rocket Fuel Inc. July 2014 - June 2015
Rocket Fuel Inc. February 2013 - July 2014
Armanino LLP November 2012 - February 2013
Grant Thornton LLP October 2011 - November 2012
Lam Research June 2010 - August 2010
Skills
Operating Expenses, Financial Modeling, Auditing, Financial Analysis, GAAP, Sarbanes-Oxley Act, Microsoft Excel, Revenue Recognition, Accounting, US GAAP, Financial Accounting, Financial Reporting, Internal Controls, External Audit, Access, File Management, Critical Thinking, QuickBooks, Financial Statements, Peachtree, Assurance, General Ledger, Account Reconciliation, Accounts Payable, Analytics
Education
San Jose State University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Santa Clara University September 2014 - Present
Santa Clara University September 2014 - Present
Santa Clara University September 2014 - Present
Deloitte July 2015 - 2015
EY July 2015 - 2015
Armanino LLP July 2015 - 2015
KPMG July 2015 - 2015
The BriK September 2013 - September 2014
Teen Link September 2012 - September 2013
Skills
Sales, Retail, Customer Satisfaction, Customer Service, Advertising, New Business Development, Purchasing, Restaurants, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Time Management, Management, Event Planning, Public Speaking, Leadership, Social Networking
Education
Santa Clara University 2013 — 2017
Bachelor's Degree, Accounting and Finance, Junior
IES Abroad 2015 — 2015
Accounting and Finance
Seattle Preparatory Highschool 2009 — 2013
Armanino LLP March 2015 - Present
in2STAFFing February 2000 - Present
TriNet September 2013 - March 2015
SAP November 2011 - September 2013
Diamond Foods July 2008 - November 2011
HR Solutions March 2008 - July 2008
BenefitStreet, Inc. May 2007 - November 2007
Robert Half Corporate Headquarters December 2006 - May 2007
Clorox May 2006 - December 2006
Robert Half International (Corporate Headquarters) April 2005 - April 2006
Skills
College Recruiting, Career Management, New Hire Orientation, Outplacement, Talent Acquisition, Full-cycle Recruiting, Technical Recruiting, Onboarding, Internet Recruiting, Sourcing, Executive Search, New Hire Orientations, Talent Management, Diversity, Training, Sales Management, Human Resources, Recruiting, Succession Planning, Performance Management, Temporary Placement, HRIS, Job Descriptions, Personnel Management, Applicant Tracking..., Employee Relations, Interviews, Organizational..., Networking, Hiring, Start-ups, Management, Workforce Planning, Temporary Staffing, Leadership, Employer Branding, Career Counseling, Consulting, Management Consulting, Strategy, Team Management, Employee Engagement, Deferred Compensation
Education
Lowell High School
San Francisco State University
B.S. Business, Marketing
Armanino LLP September 2007 - Present
Brown, Kraft & Company 2002 - 2007
Modern Media 2001 - 2002
Four Boys Films 1999 - 2001
Nigro Karlin Segal & Feldstein, LLP 1995 - 1999
Skills
QuickBooks, High Net Worth..., Financial Statements, Financial Reporting, Datafaction, Tax, Accounting, Bookkeeping, Financial Analysis, Auditing, Accounts Receivable, Management Consulting, Finance, Tax Preparation, Small Business, Financial Accounting, Management, Financial Services, Internal Controls, Payroll, Accounts Payable, Internal Audit, Due Diligence
Education
Santa Monica College
Westchester High
Women's Soccer - Santa Clara University November 2012 - Present
Levi's® Stadium June 2014 - Present
Visa June 2015 - September 2015
EY July 2015 - July 2015
KPMG July 2015 - July 2015
Armanino LLP June 2015 - June 2015
PwC May 2015 - May 2015
Undergraduate Business Programs - Santa Clara University June 2014 - December 2014
Jerry Smith Coaching for Life Academy - Santa Clara University June 2014 - October 2014
VTA June 2013 - August 2013
Skills
Teamwork, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Project Management, Social Media, Data Entry, Research, Access, Event Planning, Management, Photoshop, Digital Marketing, Online Marketing, Social Media Marketing, Leadership, Team Leadership, Marketing, Social Networking, Time Management
Education
Santa Clara University 2013 — 2017
Bachelor's Degree
Adrian C Wilcox High School 2009 — 2013
High School
LinkedIn May 2015 - Present
InterMune June 2014 - March 2015
Armanino LLP January 2009 - May 2014
Armanino LLP August 2008 - December 2008
Skills
SEC filings, Tax, Corporate Tax, Auditing, GAAP, Revenue Recognition, Accounting, State Tax, CPA, US GAAP, Income Tax, Tax Research, Tax Accounting, Sarbanes-Oxley Act, SEC Filings
Education
Santa Clara University 2004 — 2008
Bachelor of Science, Accounting, Communication
DoubleDutch March 2015 - Present
ClearSlide July 2014 - February 2015
The Resumator February 2014 - July 2014
Armanino LLP October 2012 - February 2014
Dell January 2011 - October 2012
City of San Jose July 2009 - January 2011
City of San Jose January 2009 - July 2009
SYNNEX September 2007 - January 2009
Skills
CRM, Program Management, Management, Marketing, Sales, Team Building, Sales Operations, Enterprise Software, Salesforce.com, Performance Management, Negotiation, Community Outreach, Strategic Communications, Account Management, SaaS, Solution Selling, Sales Process, Lead Generation, Cloud Computing, Networking
Education
San Jose State University 2008 — 2010
Masters, Public Administration
San Diego State University-California State University 2003 — 2007
Bachelors, Advertising
Armanino LLP 2015 - Present
Association for Talent Development (ATD) 2012 - 2015
Harbinger Group 2008 - 2011
Skills
Accounting, Business Process..., Business Analysis, Change Management, Financial Analysis, Process Improvement, Finance, Internal Audit, Bank Reconciliation, Cash Management, Cash Receipts, Accounts Receivable, Microsoft Dynamics GP, Great Plains, General Ledger, VPM, Analysis, Vlookup, Lacerte, Data Analysis, SharePoint, Needs Analysis, Training, Market Research, Leadership, Strategy, Microsoft Office, Management, QuickBooks, Program Management, Human Resources, Organizational..., Strategic Planning, Coaching, Project Management
Education
Saint Mary's College of California
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
Texas A&M University-Corpus Christi
Master of Business Administration (M.B.A.), Accounting and Finance
University of California, Berkeley
Intensive Workshop in Change Management
Armanino LLP February 2014 - Present
Oracle January 2013 - January 2014
Revision3 April 2012 - October 2012
Claremont Resort & Spa February 2012 - March 2012
Suntech Power November 2011 - February 2012
Prudential Financial September 2010 - October 2010
ExxonMobil Service August 2005 - March 2010
Skills
Accounting, Tax, General Ledger, Bookkeeping, Microsoft Excel, Payroll, Accounts Payable, Accounts Receivable, Finance, CCH Research, Oracle Applications, CCH Intelliconnect, Governmental Accounting, Oracle E-Business Suite, US GAAP, Checkpoint, FAS109, ISA, GAAS, Corporate Tax, Corporate Tax Planning, International Tax..., International tax..., Tax Research, Income Tax, QuickBooks, Tax Preparation, Tax Law, Tax Accounting, International Tax, Financial Accounting
Education
San Jose State University 2012 — 2013
Master of Science, Taxation
Southern Connecticut State University 2007 — 2010
Bachelor of Science, Accounting
Armanino LLP June 2015 - Present
Saint Mary's College of California August 2013 - Present
Associated Students of Saint Mary's College August 2013 - May 2014
Bank of America June 2012 - June 2013
The Terraces at Los Altos June 2011 - April 2012
Aeropostale November 2010 - November 2011
Skills
Communication, Problem Solving, Banking, Team Leadership, Social Media Marketing, Social Networking, Social Media, Leadership, Customer Service
Education
Saint Mary's College of California 2012 — 2016
Accounting, Junior
Armanino LLP January 2015 - Present
Berger Lewis Accountancy Corporation January 2013 - December 2014
Berger Lewis Accountancy Corporation August 2008 - December 2012
Korea Investment Trust Company January 1995 - October 1997
Korea Investment Trust Company February 1994 - December 1994
Skills
Tax Returns, Tax Research, CCH ProSystem fx, Microsoft Office, BNA Tax Planning, Tax Accounting, Adobe Acrobat, QuickBooks, Income Tax, ProSystem fx Tax, Partnership Taxation, Tax Preparation, Tax, CPA, Corporate Tax
Education
San Jose State University 2012 — 2016
Master's degree, Taxation
San Jose State University 2005 — 2008
BS, Accounting
L-3 Communications July 2014 - Present
Cantor Fitzgerald September 2013 - July 2014
Armanino LLP October 2011 - June 2013
Armanino LLP June 2010 - August 2010
Skills
Auditing, Accounting, Accounts Payable, SEC filings, GAAP, US GAAP, Time Management, Financial Statements, Assurance, CPA, Revenue Recognition, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting
Education
San Francisco State University, College of Business 2005 — 2010
Bachelor of Science (BS), Major: Accounting, Minor: Marketing
LinkedIn March 2015 - Present
Armanino LLP June 2013 - March 2015
Wells Fargo January 2012 - June 2013
Education
San Francisco State University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Moreau Catholic High School 2004 — 2008
Armanino LLP January 2015 - Present
Berger Lewis Accountancy Corp August 1997 - December 2014
High Speed Surfing 1999 - 2003
Bondi & Danna Accountancy Corporation 1986 - 1997
Brookshire Rowinski Plette & Kado 1980 - 1986
Oliver Wright, CPA 1978 - 1980
Advanced Micro Devices 1976 - 1978
Education
Santa Clara University 1972 — 1976
BS-Finance
Armanino LLP January 2014 - Present
Rose Business Solutions Inc. January 2013 - December 2013
Advanced Industrial Services May 2012 - December 2012
In Balance Inc April 2004 - May 2012
Sturgeon & Son, Inc January 1998 - April 2004
BW Implement Company March 1995 - April 1998
Berchtold Equipment Co January 1987 - January 1995
Skills
Contract Negotiation, Cloud Computing, Marketing, Web Development, Strategic Planning, ERP, Microsoft Dynamics, Microsoft Office, Accounts Receivable, Social Media, Accounting, Great Plains Software, Negotiation, Sales, Marketing Strategy, Project Management, Business Development, Microsoft SQL Server, Account Management, Accounts Payable, Public Speaking, Small Business, Budgets, System Administration, Sales Management, Business Intelligence, Microsoft CRM, Microsoft Dynamics GP, Management, Enterprise Software, Consulting, Business Analysis, Professional Services
Education
Cal State University
Notre Dame University
General Studies
UC
General Studies
Armanino LLP May 2013 - Present
KPMG October 2011 - May 2013
Firestone Photography May 2005 - May 2013
San Jose Earthquakes March 2010 - March 2011
Skills
Auditing, Financial Accounting, Photoshop Elements, Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Financial Analysis, Financial Reporting, Access, Outlook, SAP, Adaptive Planning, Adaptive Consolidation
Education
Santa Clara University
B.S. Commerce, Accounting
Armanino LLP July 2015 - Present
Armanino LLP August 2014 - June 2015
CGI Federal September 2010 - August 2014
Education
Santa Clara University 2013 — 2014
Certificate of Advanced Accounting Proficiency (CAAP) Program, Accounting
San Francisco State University 2008 — 2010
B.S. Business Administration, Corporate Finance and Financial Services
Armanino LLP September 2007 - Present
Jersey Mike's Subs April 2013 - September 2013
Adecco Group July 2006 - September 2007
San Diego State University August 2001 - December 2005
Skills
Sarbanes-Oxley Act, Financial Analysis, Forecasting, QuickBooks, Financial Reporting, Internal Controls, Auditing, Accounting, Outlook, General Ledger, Budgets, Microsoft Excel, Event Management, Project Planning, Project Management
Education
San Diego State University-California State University 2001 — 2005
Bachelor of Science, Business; Financial Services
Coupons.com September 2014 - February 2015
MobileIron January 2014 - September 2014
Armanino LLP April 2010 - May 2013
UCSF - Immune Tolerance Network & UCSF - Radiology & Biomedical Imaging April 2009 - March 2010
Keeping Order February 2009 - April 2009
Heffernan Insurance Brokers May 2008 - August 2008
Bank of America December 2004 - September 2007
Skills
Software, Marketing, Sales, Event Management, Facebook, Competitive Analysis, Advertising, Marketing Strategy, CRM, Budgets, Strategy, Management, Training, Salesforce.com, Business Intelligence, Process Improvement, Time Management, Business Development, Public Relations, Analysis, Microsoft Excel, Direct Marketing, Customer Service, Proposal Writing, Outlook, PowerPoint, Public Speaking, Leadership, Sales Operations, Accounting, Market Research, Forecasting, Microsoft Word
Education
St. Mary's College of California 2007 — 2009
Bachelors of Science & Economics, Business Administration, Marketing Concentration
Armanino LLP August 2015 - Present
RBZ November 2014 - August 2015
Loyola Marymount University September 2012 - May 2014
RBZ July 2013 - August 2013
Loyola Marymount University September 2012 - April 2013
San Diego Shores Water Polo Club June 2012 - August 2012
Loyola Marymount University August 2010 - August 2012
YMCA June 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Accounting, Writing, Marketing, Time Management, Nonprofits, Teamwork
Education
Loyola Marymount University 2010 — 2014
Bachelor of Science (BS), Accounting
The Bishop's School 2004 — 2010
Armanino LLP October 2013 - Present
Financial Solutions Network 2011 - 2013
Skills
Financial Modeling, Strategic Financial..., General Insurance, Retirement Savings, IRAs, 401k, Alternative Investment..., Charitable Gift Planning, Finance, Securities, Financial Services, Financial Advisory
Education
Santa Clara University - Leavey School of Business
Certificate of Advanced Accounting Proficiency
University of California, Davis 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Buena High School 2003 — 2007
McKinley Partners May 2014 - Present
Armanino LLP July 2008 - May 2014
Armanino LLP July 2007 - June 2008
Armanino LLP January 2005 - June 2007
Skills
Revenue Recognition, Internal Controls, Audit, Financial Reporting, Accounting, Auditing, SEC reporting, SOX, Financial Analysis, Technical Accounting, Mergers, SEC filings, Sarbanes-Oxley Act, Accounts Payable, GAAP, QuickBooks, Variance Analysis, IFRS, Sarbanes-Oxley, US GAAP, CPA, Corporate Tax, Financial Accounting, Account Reconciliation, Assurance, Mergers & Acquisitions, Consolidation, General Ledger, External Audit, Customer Service, Due Diligence, Tax, Internal Audit, Financial Statements, Fixed Assets, Tax Accounting, Partnership Taxation, Income Tax, Tax Returns, Finance, Financial Modeling, SEC Filings
Education
St. Mary's College of California 2002 — 2005
Bachelor of Science (B.S.), Accounting
Armanino LLP January 2015 - Present
Berger Lewis Accountancy Corporation January 2000 - December 2014
Weber, Sanford & Company January 1998 - December 1999
Weber, Sanford & Company January 1993 - December 1997
Skills
Financial Audits, Nonprofit Accounting..., High Tech Corporation..., Nonprofits, High Tech, Corporate Tax, CPA, QuickBooks, Tax Accounting, Income Tax, Tax Research, Partnership Taxation, Tax Preparation, GAAP, US GAAP, Tax, S Corporations, Tax Returns
Education
San Jose State University 1986 — 1991
Bachelor of Science (BS), Accounting
Armanino LLP August 2013 - Present
Armanino LLP June 2013 - August 2013
Built To Fight Industries December 2011 - August 2012
Consumer Credit Counseling Service July 2010 - January 2011
Farmers Insurance December 2009 - June 2010
UC Santa Barbara August 2007 - June 2009
Skills
Organized Multi-tasker, Accounts Receivable, Bank Reconciliation, Account Reconciliation, Customer Service, QuickBooks, Microsoft Excel, Microsoft Office, Fishbowl Inventory, POS, Customer Acquisition, Budget Setting, Accounts Payable, PowerPoint, SOX Compliancy, SOX 404, Insurance, Analysis, Finance, Internal Controls, Data Analysis, Management, Karaoke, Budgets, Client Relations, Reinsurance
Education
San Francisco State University 2012 — 2013
Master of Science (M.S.), Accounting
University of California, Santa Barbara 2006 — 2009
Bachelor of Arts, Sociology
California State University-Long Beach
Las Lomas
Armanino LLP June 2015 - Present
Santa Clara University September 2012 - Present
Skills
PowerPoint, Public Speaking, Microsoft Word, Research, Microsoft Office, Social Media
Education
Santa Clara University
Accounting
First Republic Bank July 2015 - Present
Armanino LLP July 2014 - June 2015
San Francisco State University February 2013 - June 2014
Genentech March 2009 - September 2012
Genentech January 2008 - March 2009
Skills
Windows 7, Networking, Access, TCP/IP, Databases, Manufacturing, SAP, Training, Microsoft Office, Management, Computer Security, Microsoft Excel, Visual Basic, Laboratory, Information Security, C#, Research, Quality Assurance, Validation, Android, Troubleshooting, Software Documentation, Technical Support, Data Analysis
Education
San Francisco State University, College of Business 2012 — 2013
Bachelor of Science (B.S.), Information Systems
Skyline College 2008 — 2010
Associate's degree, Liberal Arts
Armanino LLP January 2014 - Present
Nordstrom September 2009 - December 2013
American Red Cross Sonoma & Mendocino Counties January 2009 - June 2009
Gottschalks September 2004 - June 2009
Skills
Sales, Customer Service, Time Management, Retail, Supervising
Education
San Francisco State University, College of Business 2010 — 2013
Master's Degree, Accounting
Sonoma State University 2005 — 2009
Bachelors, Communications Studies
Armanino LLP May 1980 - Present
Skills
Employee Benefits, Business Valuation, Tax Preparation, Income Tax, CPA, Tax Accounting, Financial Reporting, Corporate Tax, Microsoft Office, IRS, Tax, Financial Analysis, Tax Research, Financial Accounting, Accounting, Strategic Financial..., Executive Management, Wealth, Tax Returns, Estate Planning, Financial Structuring, International Tax, Executive Pay, Wealth Management..., Non-profits, Internal Controls, QuickBooks, Auditing, Trusts, Valuation, Real Estate, Real Estate Economics, General Ledger, US GAAP, Due Diligence
Education
San Jose State University 1968 — 1972
BS, Accounting
Armanino LLP January 2012 - Present
Armanino McKenna LLP April 2008 - January 2012
USI Consulting Group June 2000 - April 2008
Guardian Pharmacy September 1996 - June 2000
XYAN, Inc April 1995 - November 1998
Skills
Microsoft Dynamics, Accounting, Desktop Support, Excel, Quickbooks, Great Plains Software, Windows, Word, PowerPoint, Outlook, Financial Reporting, Budgeting, Visio, SOX 404, SOX Compliancy, IT GRC, Risk Assessment, QuickBooks, Microsoft Excel, Budgets, Internal Controls, ERP, Business Process, Internal Audit, Account Reconciliation, Auditing, Sarbanes-Oxley Act, IT Audit, Microsoft Word, Consulting, Microsoft Dynamics GP
Education
Kaplan University 2006 — 2008
Bachelors, Accounting
Heald College 1997 — 1999
AA, Accounting
Armanino LLP August 2015 - Present
RBZ, LLP July 2013 - Present
Computer Sciences Corporation 2002 - June 2013
PricewaterhouseCoopers 1996 - 2002
A.T. Kearney 1987 - 1995
Skills
Strategy, Project Management, Governance, Start-ups, Leadership, IT Strategy, Management, Consulting, Business Strategy, Shared Services, Strategic Planning, Market Research, P&L Management, New Business Development, Team Leadership, CRM, Outsourcing, Entrepreneurship, Healthcare, Financial Services, Program Management, Training, Strategic Partnerships, Finance, Product Management, Business Development, Contract Negotiation, Project Delivery
Education
Northwestern University - Kellogg School of Management 1982 — 1983
MBA, Strategy, Finance
Indiana University Bloomington 1976 — 1980
BS, Business - Marketing
MeiVac inc. March 2012 - Present
Armanino LLP July 2010 - December 2013
MeiVac inc. July 2007 - July 2010
Spyder Active Sports 2006 - 2007
Safeway June 2002 - October 2005
Skills
Tax Preparation, Accounting, Tax, Stock Compensation, Financial Statements, Tax Returns, Income Tax Preparation, General Ledger & Cost..., Creating and..., Income Tax Planning for..., Tax Research, Cash Flow Management
Education
Lucas Graduate School of Business 2012 — 2014
Master of Science (MS), Taxation
San Jose State University 2003 — 2009
Bachelor of Science, Business Admin/Accounting
Armanino LLP September 2015 - Present
Knight's Well Repair Service June 2011 - July 2013
Wibaux County High School December 2008 - August 2010
Skills
Strategic Planning, Microsoft Office, Accounting, Financial Reporting, PowerPoint, Sales, Customer Service, Microsoft Excel, Microsoft Word, Teamwork, Auditing, Financial Accounting, Team Leadership, QuickBooks, Analysis, Financial Analysis, Time Management, Data Analysis, Nonprofits, Public Speaking, Leadership, Outlook, Marketing, Payroll, Research, Access, Event Planning, Budgets, Management, English, Social Media
Education
Menlo College 2010 — 2014
BS Business, Accounting
AnswerNet October 2013 - Present
Armanino LLP January 2013 - Present
iD Tech Camps 2007 - September 2012
Party Booths August 2010 - May 2012
ID Tech Camps June 2010 - August 2010
Be Productions August 2007 - September 2008
Xzault Media Group March 2007 - August 2007
Skills
Maya, Animation, Character Animation, After Effects, Computer Animation, Storyboarding, Visual Effects, Compositing, Character Rigging, Photoshop, Illustration, Nuke, 3D Studio Max, Rigging, Illustrator, Scripting, customer service, dreamweaver, Teaching, Oral & Written..., Concept Design, Modeling, Texturing
Education
Expression College For Digital Arts 2004 — 2007
Bachelors, Animation and Visual Effects
Santa Rosa Junior College 2002 — 2004
Adobe certification in Photoshop and Associates, Fine arts
Armanino LLP February 2004 - Present
Karling and Associates March 1994 - December 2003
EurekaBank 1988 - 1993
Seiler & Company, LLP 1984 - 1987
Skills
Non-profits, Healthcare, Consolidation, Nonprofits, Forecasting, FAS 5, Hospitals, Sarbanes-Oxley
Education
San Francisco State University 1980 — 1984
BS, Accounting
Armanino LLP July 2015 - Present
Armanino LLP July 2013 - Present
Armanino LLP July 2011 - June 2013
Armanino McKenna LLP June 2010 - July 2011
Armanino McKenna LLP January 2008 - June 2010
Skills
Audit, Accounting, Revenue Recognition, SEC reporting, GAAP, Training and Supervision, Auditing, SEC filings, CPA, Financial Statements, US GAAP, Sarbanes-Oxley Act
Education
San Francisco State University, College of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting
Armanino LLP September 2015 — 2017
The Brenner Group 2013 — 2015
Allstate Financial Services, LLC 2010 — 2013
Charles Schwab 2007 — 2009
KeyPoint Credit Union 2005 — 2007
Citi 2001 — 2005
Stock & Option Solutions 2017 — Present
Skills
Sales, Finance, Management, Salesforce.com, Investments, Insurance, Financial Analysis, Sales Operations, Sales Management, Start-ups, Mergers & Acquisitions, Marketing, Business Development, SaaS, Life Insurance, Training, Selling, Advertising, Strategic Partnerships, Asset Allocation, CRM, Lead Generation, Sales Process, Valuation, 409A, sales ma, Sales Presentations, Asset Managment, Cloud Applications, Consultative Sales...
Education
Santa Clara University - Leavey School of Business 1996 — 2000
Accounting and Finance
San Jose State University 1989 — 1993
BS, Finance Major, Economics Minor
Armanino LLP May 2012 - Present
M/A-COM Technology Solutions June 2005 - January 2012
Mimix Broadband, Inc. (Acquired by M/A-COM Technology Solutions June 2010) June 2005 - June 2010
Celeritek, Inc September 1997 - June 2005
Skills
Purchasing, Materials, Manufacturing, Inventory Management, Vendor, Production, Scheduling, Semiconductors, Components, MRP, Problem Solving, Planning, Requirements Analysis, Excel, Analysis, Cost Reduction, Project Planning, SAP, Process Scheduler, Microsoft Excel, Supply Chain, Six Sigma, Logistics, Microsoft Dynamics ERP, Testing, Sourcing, ERP, Leadership, Cross-functional Team..., Supply Chain Management, Continuous Improvement, Product Development, Process Improvement, Supply Management, Product Management
Education
Mission College
General Studies; Accounting
Armanino LLP September 2013 - Present
Innovative Web Design Professionals October 2008 - October 2014
McDonough District Hospital June 1999 - September 2013
McDonough District Hospital October 1996 - June 1999
Skills
.NET, C#, PHP, XML, MySQL, Databases, Web Development, jQuery, HTML, Linux, JavaScript, Java, Healthcare Information..., HL7, OOP, Web Applications, AJAX, SQL, Apache, JSON, Subversion, MVC, Database Design, Programming, Open Source, LAMP, Ubuntu, PostgreSQL, Git, Bash, Software Development, jQuery UI, Design Patterns, Unit Testing, APIs, REST, Object Oriented Design, Web Services, CSS, Application Development, Agile, Healthcare IT, HTML5, CodeIgniter, Mirth, Python, phpMyAdmin, Nginx, Visual Basic, XSLT
Education
Nova Southeastern University 2006 — 2008
MS, Management of Computer Information Systems
Western Illinois University 1996 — 2006
BS, Computer Science, Management of Information Systems
Northwestern High School 1990 — 1994
Northwestern High School
Armanino LLP September 2015 - Present
The Thompson Family September 2012 - June 2015
Canyon Elementary School September 2011 - June 2015
Saint Mary's College of California September 2013 - May 2015
Armanino LLP June 2014 - August 2014
Mathnasium - The Math Learning Center September 2011 - May 2012
Skills
PowerPoint
Education
St. Mary's College of California 2011 — 2015
Bachelor of Science (BS), Accounting and Business Administration
Armanino LLP August 2005 - Present
Skills
Tax, QuickBooks, Accounting, Financial Analysis, Auditing, Financial Reporting, Tax Returns, Tax Preparation, CPA, GAAP, Income Tax, Internal Controls, Financial Accounting, Corporate Tax, Tax Accounting, Microsoft Excel, US GAAP
Education
San Diego State University-California State University 1987 — 1988
SOCES
Armanino LLP June 2015 - Present
Luther College September 2014 - May 2015
Luther College June 2014 - August 2014
KPMG June 2013 - August 2013
Yola Institute July 2012 - August 2012
AIESEC March 2010 - December 2010
Skills
Accounting, Auditing, Research, Leadership, Teamwork, Time Management, Microsoft Excel, PowerPoint, English, Microsoft Office, Public Speaking, Economics, Event Planning, Marketing, Management, Access, Income Tax, Financial Analysis
Education
Luther College 2011 — 2015
Bachelor of Arts (B.A.), Accounting and Economics, 3.5
Armanino LLP November 2008 - Present
Zebra Technologies 2006 - 2008
WhereNet 2003 - 2006
WhereNet 1999 - 2003
PeopleSoft 1997 - 1999
Skills
Management Consulting, Strategic Planning, Enterprise Risk..., Organizational..., Mergers, Transaction Advisory..., Start-ups, SaaS, Business Strategy, Strategic Partnerships, Business Development, Professional Services, Enterprise Software, Entrepreneurship, Product Management, Corporate Development, New Business Development, Acquisition Integration, Process Improvement, Accounting, Mergers & Acquisitions, Management, Business Planning, Strategy, International Business..., Outsourcing, Leadership, Executive Management, P&L Management, Operations Management
Education
Santa Clara University School of Law
Juris Doctor
University of California, Santa Barbara
BA, Business Economics
Trimble May 2015 - Present
Armanino LLP March 2014 - May 2015
Gilead Sciences May 2012 - February 2014
Sega of America, Inc. July 2010 - March 2012
Rowbotham & Company LLP August 2007 - July 2010
Skills
International Tax, Corporate Tax, FAS109, FIN 48, Subpart F, Tax Research, Multi-state tax returns, CFCs, Foreign Tax Credit, Transfer Pricing, E&P, Tax Treaties, OneSource, SAP, Microsoft Excel, OBIEE, Hyperion Reports, Oracle Applications
Education
Golden Gate University 2011 — 2015
Master, Taxation
University of California, Berkeley, Haas School of Business 2003 — 2005
BS, Business Administration with an Emphasis in Accounting
Armanino LLP September 2014 - Present
Crowe Horwath LLP November 2011 - September 2014
Perry-Smith LLP August 2004 - November 2011
Skills
Financial Institutions, Auditing, SEC Financial Reporting, US GAAP, Internal Audit, Accounting, GAAP, Assurance, Financial Risk, CPA, SEC filings, Sarbanes-Oxley Act
Education
Loyola Marymount University 2000 — 2004
Bachelor of Science, Accounting
Armanino LLP 2010 - Present
Self 1993 - Present
OAC Services, Inc. 2005 - 2010
Margaret Coleman Consulting 1993 - 2005
Skills
Business Intelligence, Oracle Discoverer, ERP, Microsoft Dynamics, Integration, Requirements Analysis, Order Management, Financials, Business Process, Business Process..., Oracle E-Business Suite, Business Analysis, Oracle Applications
Education
Northeastern University 1989 — 1991
MBA, High Technology MBA
University of Florida 1981 — 1986
BS, Mechanical Engineering
Armanino LLP January 2015 - Present
Armanino LLP July 2011 - January 2015
Armanino LLP June 2009 - July 2011
Johanson & Yau Accountancy Corporation February 2009 - April 2009
Gary H. Yoshimura, CPA February 2008 - April 2008
Skills
Corporate Tax, Tax, Tax Accounting, Accounting, GAAP, Income Tax, Tax Research, Tax Preparation, Financial Accounting, US GAAP, Tax Returns, FIN 48, International Tax
Education
Santa Clara University 2008 — 2008
CAAP, Accounting
Westmont College 2004 — 2008
BA, Economics & Business
Armanino LLP January 2015 - Present
Berger Lewis Accountancy Corporation - Became Armanino LLP Effective 1-1-2015 1981 - December 2014
Skills
Accounting, Tax, Income Tax, Auditing, Tax Preparation, Financial Reporting, QuickBooks
Education
San Jose State University 1977 — 1981
B.S., Business Administration, Concentration in Accounting
Armanino LLP July 2014 - Present
Armanino LLP July 2013 - June 2014
Armanino LLP July 2012 - June 2013
Armanino LLP January 2010 - June 2012
Skills
GAAP, CPA, US GAAP, Accounting, SEC filings, Internal Controls, Sarbanes-Oxley Act, SSAE 16, Financial Audits, Finance, SAS70, Auditing, Financial Reporting, Financial Accounting, Model Audit Rule, Financial Statements
Education
University of California, Berkeley 2001 — 2005
BA, Political Economy of Industrial Societies
San Francisco State University, College of Business 2006 — 2009
Accounting
Armanino LLP January 2015 - Present
Education
San Jose State University 1993 — 1998
accounting
Armanino LLP January 2006 - Present
Skills
SEC filings, Sarbanes-Oxley Act, GAAP, Revenue Recognition, US GAAP, CPA, Internal Controls, External Audit, Accounting, General Ledger, Consolidation, QuickBooks, Fixed Assets, Financial Audits, Auditing
Education
Santa Clara University 2000 — 2004
BS, accounting
Lucky International Trading, Inc. February 2015 - Present
Lucky International Trading, Inc. December 2013 - January 2015
Armanino LLP January 2013 - October 2013
Armanino LLP January 2011 - December 2012
St Mary's College 2008 - 2010
Lucky International Trading, Inc. June 2008 - August 2008
Skills
GAAP, Accounting, SEC filings, Revenue Recognition, Auditing, Certified Adaptive..., US GAAP, Internal Controls, Budgets, CPA
Education
St. Mary's College of California 2006 — 2010
BSEBA, Accounting
Wentworth Military Academy 2003 — 2006
Armanino LLP January 2014 - Present
Rose Business Solutions October 2001 - January 2014
The Ace Group 1999 - September 2001
Cairns, Haack, Eng, and Applegate 1996 - 1999
Carins Haack Eng & Applegate August 1996 - 1998
Skills
Great Plains Software, Microsoft Dynamics, Financials, ERP, Software Implementation, Business Process, Professional Services, Project Accounting, Business Intelligence, Financial Reporting
Education
San Diego State University-California State University 1980 — 1984
BS, Accounting
Armanino LLP January 2006 - Present
Goldfarb & Simens October 1997 - December 2005
Education
San Francisco State University, College of Business 1994 — 1997
BS, Accounting
Armanino LLP September 2012 - Present
AccessTek 2004 - 2012
Skills
Intacct, Software Implementation, Professional Services, CPA, Management Consulting, Requirements Analysis, Business Process, Financials, Project Management, Cloud Computing, SaaS, Business Analysis, Microsoft Dynamics, Microsoft CRM, ERP, SSRS, Great Plains Software, Business Intelligence, Enterprise Software, Microsoft SQL Server, Accounting
Education
Northern Illinois University
Morello Accounting Group November 2013 - Present
Armanino LLP October 2003 - October 2013
Kimbell, McKenna and von Kaschnitz August 1983 - September 1996
Skills
Accounting, Corporate Tax, Financial Reporting, Tax, Internal Controls, GAAP, Tax Accounting, Income Tax, QuickBooks, Financial Analysis, General Ledger, Tax Preparation, Account Reconciliation, Financial Accounting, Financial Statements, Tax Research
Education
Heald College 1983 — 1984
Associates, Accounting
Armanino LLP July 2015 - Present
Armanino LLP January 2015 - July 2015
Berger/Lewis Accountancy Corporation August 2005 - January 2015
Skills
CPA, Tax Preparation, Tax Research, Income Tax, Tax, Tax Accounting, Tax Returns, QuickBooks, Financial Reporting, Financial Accounting, Financial Statements, Nonprofits, Estate Planning, Taxation of Trusts, Account Reconciliation, Sales Tax, ProSystem fx Tax, Financial Analysis
Education
Golden Gate University 2011 — 2012
graduate certificate, estate planning
San Jose State University 2004 — 2005
Master, Accounting
Shanghai Tongji University 1989 — 1994
Bachelor of Architecture (B.Arch.), Architecture
Armanino LLP July 2014 - Present
The University of Arizona - Capital Finance January 2012 - June 2013
The University of Arizona June 2011 - December 2011
TBM Equities September 2010 - December 2011
San Antonio Lighthouse for the Blind May 2010 - July 2010
Green River Community College October 2008 - June 2009
Green River Community College January 2008 - June 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Access Database, MS Excel Pivot Tables, Financial Accounting, Cost Accounting, Auditing, IFRS, Variance Analysis, Internal Audit, Accounting, Internal Controls, Tax, Payroll, Financial Statements, CPA, Bank Reconciliation, Invoicing, QuickBooks, General Ledger, Access
Education
University of Arizona 2013 — 2014
Master of Accounting, Audit track
Investment Banking Institute 2013 — 2013
Intensive 4-week financial modeling and valuation training program
University of Arizona 2009 — 2011
Bachelor of Business Administration (BBA), Accounting, 3.89
Green River Community College
Armanino LLP October 2013 - Present
TRIA Beauty August 2008 - September 2013
CHCS Services June 2006 - June 2008
Centennial Imports August 2005 - June 2006
Skills
Management, ERP, Team Leadership, GAAP, General Ledger, SharePoint, Fixed Assets, Variance Analysis, Financial Statements, Accounting, Account Reconciliation, Accounts Receivable, Accruals, Analysis, Consolidation, Cost Accounting, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Reporting, Journal Entries, Monthly Close, Revenue Recognition, US GAAP
Education
University of West Florida - College of Business 2006 — 2008
Accounting
Saint Leo University 2003 — 2005
BA, Business Administration
Moss Adams LLP January 2015 - Present
Armanino LLP June 2012 - July 2014
Iacopi, Lenz & Company January 2011 - May 2011
EJ Property Management April 2007 - January 2008
Education
University of the Pacific - Eberhardt School of Business 2010 — 2012
San Joaquin Delta College 2008 — 2009
Associate Degree of Science
Lodi High School
Greenleaf SF September 2014 - Present
Greenleaf SF September 2013 - Present
Armanino LLP 2013 - 2013
St. Marys College of California 2011 - 2012
Education
Saint Mary's College of California 2011 — 2013
Bachelor's degree, Communication and Media Studies
LinkedIn May 2013 - Present
Armanino LLP April 2011 - May 2013
Tax Consultant September 2000 - March 2011
Deloitte September 1995 - September 2000
Skills
Tax, Accounting, Sarbanes-Oxley Act
Education
San Jose State University 1993 — 1995
MBA Tax, Taxation
CPA
CPA
Armanino LLP October 2013 - Present
Skills
Customer Service, Customer Engagement, Accounting, Financial Reporting, Financial Analysis, QuickBooks, Microsoft Excel, Sarbanes-Oxley Act, Auditing, Management, Internal Controls, Financial Accounting
Education
Las Positas College
Armanino LLP February 2015 - Present
Morgenstern Waxman Ellershaw May 2004 - January 2006
Citizens Bank January 2002 - January 2005
Strawbridge Department Store January 2001 - January 2002
Mobile Touch May 1997 - April 2000
Education
Rutgers University – Camden 2002 — 2005
Bachelor's Degree, Accounting
Som Lalit Institute of Business Administration 1997 — 2000
Bachelor's Degree, Marketing/Marketing Management, General
Ankur High School 1994 — 1997