Armanino McKenna LLP
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Armanino McKenna LLP Employees
Fortinet January 2013 - Present
Armanino McKenna LLP July 2011 - December 2012
Armanino McKenna LLP January 2009 - June 2011
Skills
Accounting, Auditing, SEC reporting, SEC filings, Sarbanes-Oxley Act, GAAP, Financial Accounting, Financial Analysis, Internal Controls, Revenue Recognition, Financial Reporting, US GAAP, CPA, Finance, Financial Statements, Fixed Assets, Accounts Receivable, External Audit, Consolidation, General Ledger, Account Reconciliation, Sarbanes-Oxley, Assurance, Variance Analysis
Education
San Jose State University
M.S, Accountancy
Burr Pilger Mayer December 2011 - Present
The Healdsburg School March 2013 - January 2015
Women for WineSense August 2011 - August 2013
Moss Adams LLP November 2002 - December 2011
Armanino McKenna LLP August 2000 - November 2002
Skills
Internal Controls, GAAP, Financial Accounting, Financial Reporting, Auditing, SEC Financial Reporting, Audits of Employee..., Wine, SEC filings, Income Tax, CPA, Financial Statements, US GAAP, Management, Assurance, Corporate Tax, Revenue Recognition, SEC Filings, Financial Analysis, Accounting, Tax
Education
St. Mary's College of California 1997 — 2000
B.S.E., Accounting, Business Administration
Saint Mary's College of California
Marcum LLP January 2015 - Present
Deloitte December 2012 - January 2014
Armanino McKenna LLP July 2012 - December 2012
Armanino McKenna LLP August 2010 - July 2012
Oracle Corporation November 2009 - July 2010
Skills
Corporate Tax, Tax, Revenue Recognition, GoSystems, Accounting, Forecasting, Account Reconciliation, Financial Statements, Tax Returns, Fixed Assets, Auditing, State Tax, Tax Research, Tax Preparation, GAAP, US GAAP, Sales Tax, Tax Accounting, Partnership Taxation, CPA, SEC filings, Income Tax
Education
Golden Gate University 2008 — 2012
Master's Degree, Taxation
San Jose State University 2005 — 2006
Bachelor's Degree, Accounting
KPMG US October 2015 - Present
KPMG US October 2013 - September 2015
KPMG US September 2010 - September 2013
Armanino McKenna LLP August 2008 - September 2010
Potrero Media June 2007 - August 2007
MindBody Online May 2006 - June 2007
Skills
SharePoint, Microsoft SQL Server, Visual Basic, Business Process, Risk Management, HTML, MS Project, Information Security, Microsoft Office, VB.NET, Segregation of Duties, IT Controls, Cryptography, Encryption, Google Apps, eRoom, IT Audit, SAS70, Sarbanes-Oxley Act, Visio, IT Strategy, ITGC, PKI, CISA, SSAE 16
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Business, Information Systems
Mission San Jose High School 2000 — 2004
TriNet July 1994 - January 2012
Armanino McKenna LLP September 1990 - July 1994
Skills
Employee Benefits, Payroll, PeopleSoft, PEO, Mergers
Education
University of California, Berkeley 1990 — 1992
Certification, Telecommunications Engineering
University of California, Berkeley - Walter A. Haas School of Business 1979 — 1981
BS, Business Administration
TIBCO Software Inc. May 2013 - Present
Deloitte Consulting July 2009 - May 2013
Armanino McKenna LLP July 2008 - August 2008
Ritz Camera & Image August 2005 - August 2007
Skills
Information Architecture, User Experience, User Interface Design, User Interface, Mobile Devices, Web Design, Adobe Creative Suite, Usability Testing, InDesign, Mobile Applications, Usability, User Experience Design, Management Consulting, Photoshop
Education
California Polytechnic State University-San Luis Obispo 2007 — 2009
B.S., Business
ERP Guru, Cloud Solution Provider May 2015 - Present
Totango July 2014 - April 2015
NetSuite March 2010 - June 2014
Armanino McKenna LLP January 2006 - February 2010
International Network Services March 2000 - December 2006
Xerox 1993 - 2000
Skills
ERP, CRM, E-commerce, Software, Hardware, SaaS, Cloud Computing, Professional Services, Enterprise Software, Salesforce.com, Account Management, Business Analysis, Solution Selling, Sales Process, Management, Outsourcing, Cross-functional Team..., Sales, Strategic Partnerships, Business Development, Direct Sales, Virtualization, Software Industry, Storage, Lead Generation, Strategy, Start-ups, Disaster Recovery, Pre-sales, Sales Operations
Education
California State University-Sacramento 1989 — 1991
B.S., Business Adminstration
McCann August 2015 - Present
Armanino McKenna LLP July 2012 - August 2015
Bee Best Learning Center October 2010 - July 2012
Valley Medical Oncology Consultants January 2009 - October 2010
Skills
Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Social Networking, Microsoft Office, Invoicing, Formatting Documents
Education
Chabot College 2008 — 2012
Castro Valley High School. 2004 — 2008
OfficeWorks, Inc. July 2011 - Present
Alloy Ventures June 2009 - July 2011
Armanino McKenna LLP September 2008 - March 2009
Santa Clara University September 2006 - February 2008
By the Beach Productions, LLC July 2007 - January 2008
Claremont Properties June 2007 - August 2007
Universal Packaging Systems, Inc. August 2006 - September 2006
Education
Santa Clara University - Leavey School of Business 2004 — 2008
Bachelor of Science in Commerce, Accounting
Indiegogo October 2014 - Present
InMobi September 2011 - September 2014
Jonas and Associates, Inc July 2009 - January 2011
Armanino McKenna LLP January 2008 - April 2009
Armanino McKenna LLP August 2006 - May 2008
Skills
Revenue Recognition, Internal Controls, Auditing, GAAP, Accounting, Budgets, Internal Audit, Start-ups, Finance, Forecasting, Strategy, Management, Financial Audits, Risk Management, Strategic Financial..., Corporate Finance, Business Development, Managerial Finance, Financial Statements, External Audit, Payroll, Financial Planning
Education
St. Mary's College of California 2002 — 2006
Bachelor of Science, Accounting
Kaiser Permanente June 2015 - Present
McGladrey October 2012 - June 2015
San Francisco County Transportation Authority March 2012 - August 2012
McGladrey & Pullen August 2011 - August 2011
Armanino McKenna LLP August 2011 - August 2011
Fineridge Financial February 2011 - June 2011
Bloomingdale's November 2009 - January 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, Account Reconciliation, Journal Entries, Accounts Payable, Accounts Receivable, Spreadsheets, Grant Monitoring, General Ledger, Pivot Tables, Budgets, Internal Controls, Forecasting, Analysis, Financial Reporting, QuickBooks, Financial Analysis, Financial Accounting, Microsoft Word, Tax, Auditing, Leadership, Assurance, Access, GAAP, Internal Audit, US GAAP, CPA, Sarbanes-Oxley Act
Education
Golden Gate University 2010 — 2012
(Summa Cum Claude) Bachelor of Science in Business, Accounting, 3.95
California Society of CPAs 2012 — 2012
Emerging Leaders Certificate Program, Leadership
Voronezh State University 2002 — 2006
BA, Accounting, analysis and audit
Matt Edge Photography November 2009 - Present
Burr Pilger Mayer January 2013 - July 2013
Armanino McKenna LLP April 2011 - February 2012
Armanino McKenna LLP January 2010 - April 2011
CohnReznick LLP January 2008 - October 2009
HLW International LLP September 2006 - January 2008
Education
Baruch College 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
Daytona Beach Community College 2004 — 2005
Associate of Arts (AA), Economics
EY September 2014 - Present
EY June 2013 - August 2013
Apple June 2012 - September 2012
Ward & Federman May 2011 - January 2012
Student Orientation Advising and Registration - Cal Poly SLO June 2011 - September 2011
Armanino McKenna LLP August 2011 - August 2011
PwC July 2011 - July 2011
Ernst & Young July 2011 - July 2011
Deloitte June 2011 - June 2011
American Eagle Outfitters June 2010 - September 2010
Skills
Accounting, Leadership, Finance, Customer Service, Business Analysis, Internal Controls, Financial Analysis, Public Speaking, Time Management
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
B.S., Business Administration, Accounting
San Francisco State University 2013 — 2014
Master of Science (MS), Accounting
Columbus Global January 2013 - Present
Anders Johansson CPA May 2012 - December 2012
Knight and Company January 2012 - April 2012
St. Regis Properties October 2010 - January 2012
Armanino McKenna LLP January 2009 - October 2010
Novogradac & Company LLP January 2007 - January 2009
Juarez, Zarate and Company CPAs July 2006 - December 2006
Skills
General Ledger, Fixed Assets, Financial Accounting, Financial Reporting, US GAAP, IFRS
Education
California State University-Stanislaus
BA, Major: Economics, Minor: Spanish
Keller Graduate School of Management of DeVry University
Masters Degree, Accounting and Finance
KLA-Tencor February 2015 - Present
KLA-Tencor March 2013 - February 2015
TriNet November 2011 - March 2013
Armanino McKenna LLP January 2008 - November 2011
Armanino McKenna LLP May 2006 - December 2007
Skills
Certified Public..., Quickbooks, Oracle Financials, Oracle Reports, Hyperion, NetSuite, Microsoft Office, Excel, ERP, GAAP, Accounting, Auditing, Month End Close, Year End Close, Financial Reporting, Financial Analysis, Corporate Finance, Financial Control, Internal Controls, Chinese, US GAAP, Finance, PeopleSoft
Education
California State University-Hayward
Bachelor of Science (BS), Accounting
Summit Financial Group, LLC November 2012 - Present
Lazarex Cancer Foundation June 2009 - Present
Noonan Financial, LLC June 2010 - November 2012
Armanino McKenna LLP September 2008 - June 2010
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments
Education
St. Mary's College of California 2006 — 2008
BS, Accounting, Economics
University of the Pacific 2004 — 2006
Economics, Engineering
Pisenti & Brinker LLP August 2014 - Present
Burr Pilger Mayer February 2009 - August 2014
Armanino McKenna LLP September 2003 - October 2008
Skills
CPA, US GAAP, General Ledger, International Tax, Tax Returns, Financial Analysis, Account Reconciliation, FIN 48, Cost Accounting, Accounts Payable, High Net Worth..., FAS109
Education
University of Southern California 1999 — 2003
Bachelor of Science (B.S.), Accounting
Whole Foods Market May 2013 - Present
Armanino McKenna LLP February 2011 - September 2012
Macy's November 2010 - February 2011
Skills
Accounting, Auditing, Tax, Microsoft Excel, Tax Accounting, Outlook, Musical Theatre, Customer Service, Phlebotomy, Jazz Dance
Education
University of California, Irvine 2015 — 2017
Drama, Musical Theatre
Health Career College 2007 — 2007
CPT-1, Phlebotomy
Diablo Valley College
AA Technical Theatre, Marketing Research
Securematics January 2015 - Present
GoPro August 2013 - June 2014
Seagate Technology January 2012 - August 2013
Seagate Technology August 2007 - January 2012
Armanino McKenna LLP August 2007 - June 2008
Seagate September 2005 - August 2007
Skills
Internal Controls, Revenue Recognition, Financial Analysis, Financial Reporting, Forecasting, Sarbanes-Oxley Act, Accounting, Auditing, Finance, Analysis, Process Improvement, Cross-functional Team..., Management, Internal Audit, Business Planning, Leadership, Pricing, Project Planning, Strategic Planning, Inventory Management, Team Building, Team Leadership, Project Management, Negotiation, Mergers & Acquisitions, Essbase, Business Process..., SAP, Budgets, Program Management, Strategy, Risk Management, Financial Accounting, Budgeting, Financial Statements, Start-ups, Financial Planning, Consulting, US GAAP
Education
San Jose State University 1993 — 1995
BS
Armanino LLP October 2013 - Present
Moore Stephens KLN AB February 2013 - September 2013
Armanino McKenna LLP September 2011 - December 2012
Moore Stephens KLN AB September 2005 - August 2011
Skills
Internal Controls, US GAAP, GAAP, Auditing, Accounting, Revenue Recognition, Financial Reporting, External Audit
Education
University of Gothenburg
Master of Science (MS), Business Administration
University of Gothenburg
Bachelor of Science, Business Administration
Steele Consulting LLC February 2015 - Present
Portland General Electric September 2012 - January 2015
PacifiCorp February 2009 - August 2012
Armanino McKenna LLP November 2005 - May 2008
Deloitte July 2003 - September 2005
Skills
Tax Accounting, Tax Compliance, Corporate Tax, Mentoring, Cross-functional..., Cross-functional...
Education
University of Missouri-Columbia 2000 — 2001
Master of Accountancy
University of Missouri-Columbia 1996 — 2001
Bachelor of Science, Accounting
The Grubb Co. May 2009 - Present
Armanino McKenna LLP February 2006 - March 2009
Stedim, Inc. 2004 - 2006
Education
Diablo Valley College 2014 — 2015
Real Estate
Diablo Valley College 2000 — 2004
EY July 2014 - Present
San Jose Earthquakes Soccer September 2012 - June 2014
Santa Clara University September 2012 - June 2014
Santa Clara University April 2012 - June 2014
Ernst & Young June 2013 - August 2013
Deloitte July 2012 - July 2012
KPMG US July 2012 - July 2012
Ernst & Young July 2012 - July 2012
Armanino McKenna LLP July 2012 - July 2012
BDO USA, LLP June 2012 - June 2012
Skills
Microsoft Excel, Accounting, Teamwork, Accounts Payable, Academic Advising, Microsoft Office, Microsoft Word, Great Plains, Microsoft Dynamics SL, Budgets, PowerPoint, Time Management, Team Leadership, Auditing, Leadership, Public Speaking, Social Media, GoSystems, OneSource
Education
Santa Clara University 2010 — 2014
Bachelor of Science (BS), Accounting Major, Economics Minor
CohnReznick LLP January 2015 - Present
Deloitte May 2012 - September 2014
Ribis Jones & Maresca CPAs January 2010 - May 2012
Armanino McKenna LLP July 2006 - December 2009
Armanino McKenna LLP July 2004 - June 2006
Armanino McKenna LLP August 1998 - June 2004
BHP Billiton May 1997 - August 1998
GNC May 1995 - January 1997
Skills
CPA, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Management Consulting, Business, Revenue Recognition, GAAP, Financial Audits, SEC filings, US GAAP, External Audit, Sarbanes-Oxley Act, SEC Filings, Financial Statements
Education
Geneva College 1992 — 1995
Bachelor of Business Administration (BBA)
Pacific Office Automation November 2010 - Present
Pacific Office Automation July 2009 - November 2010
Maxplore Technologies January 2009 - July 2009
Armanino McKenna LLP August 2008 - November 2008
Skills
Auditing, Management, Business Planning, Budgets, Accounts Payable, Sales, Business Development, Direct Sales, Account Management, Customer Service, B2B, Sales Process, Project Planning, Sales Management, Program Management, Solution Selling, Selling, Cold Calling, Sales Operations, Salesforce.com, Managed Print Services, Major Accounts, Coaching
Education
Santa Clara University 2004 — 2008
BS, Finance
Ohlone College 2004 — 2007
irvington High School
Delta Tech Service, Inc. 2005 - Present
Armanino McKenna LLP August 1995 - January 2005
DaMert Toy Company 1991 - 1994
Meyer Sound 1990 - 1991
River Cities Broadcasting Corp., dba WMRY-FM Radio September 1986 - November 1989
Kimbrough Computer 1985 - 1986
Coors Brewing Company, Golden Recycle Company November 1983 - January 1985
LaBarge, Inc., Tubular Division March 1981 - June 1983
Peabody Energy 1978 - 1981
Skills
Accounting, Business Management, Change Management, Administration, Budgeting, Business Analysis, Business Strategy, Business Planning, Contract Negotiation, Distribution, Product Development, ERP, Excel, Forecasting, Financial Analysis, Financial Planning, Financial Reporting, Hiring, Inventory Management, Lean Manufacturing, Team Leadership, Mergers, Manufacturing, Microsoft Office, Outlook, Operations Management, Organizational..., Organizing, Optimization, Purchasing, Planning, Quality Assurance, Qualitative Research, Quantitative, Employee Relations, Market Research, Tax, Valuation, Vendor Management, Yield Management, SOX, Process Improvement, Cash Flow, Strategic Planning, Financial Management, Executive Management, Start-ups, Consolidation, MIS, Team Building
Education
Mehlville Senior High
Saint Louis University 1980 — 1983
MBA, Finance
California State University-Hayward 2002 — 2004
Post-Grad studies, Federal Taxation, Business Valuation
University of Missouri-Saint Louis 1973 — 1977
BS Business Administration, Economics, Marketing
Risk Advisory and Operational Improvement Advisors January 2014 - Present
Grant Thornton LLP January 2012 - January 2014
Armanino McKenna LLP February 2009 - December 2011
Ernst & Young January 2001 - January 2009
Ernst & Young September 1996 - January 2001
Santa Clara Construction and Development, Inc. October 1990 - September 1996
AVCO Financial Services January 1990 - October 1990
EY January 1987 - December 1989
Skills
Strategy, Team Building, Information Systems, Small Business, Outsourcing, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Auditing, Business Process..., Risk Management, SEC filings, Financial Audits, Internal Controls, Finance, IT Audit, Accounting, Start-ups, Executive Management, Business Process, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Reporting, Sarbanes-Oxley, External Audit, Acquisition Integration, Restructuring, Financial Accounting, US GAAP, Corporate Governance, Governance, Corporate Finance, GAAP, Revenue Recognition, Tax, CPA, Management, Management Consulting, Forensic Accounting, Managerial Finance, Leadership, Financial Modeling, Business Valuation, Assurance, Corporate Tax, Information Technology, IPO, Financial Services, SAS70
Education
University of California, Berkeley 1982 — 1986
BA, Social Sciences - Organizational Behavior and Industrial Relations
Harvard Business School
Harvard Strategic Leadership Program
Northwestern University - Kellogg School of Management
Kellogg Executive Leadership Program
Trelleborg January 2013 - Present
Trelleborg April 2012 - December 2012
Trelleborg January 2011 - April 2012
Trelleborg April 2006 - December 2010
Bay Seal Company October 2002 - April 2006
Armanino McKenna LLP 2000 - 2002
Skills
New Business Development, Seals, Engineering, Plastics, Automation, Business Development, Continuous Improvement, Contract Negotiation, Cross-functional Team..., Customer Service, International Sales, Key Account Management, Leadership, Manufacturing, Materials, Mechanical Engineering, Medical Devices, Negotiation, Product Development, Sales, Sales Management, Sales Operations, Selling, Supply Chain Management, Training, Product Management, Business Planning
Education
University of San Francisco 2001 — 2002
BS
View Dynamic Glass January 2014 - Present
Conceptus, Inc. (NASDAQ: CPTS, acquired by Bayer Healthcare LLC) April 2012 - August 2013
Solyndra, Inc. July 2010 - April 2012
Solyndra, Inc. June 2008 - July 2010
PricewaterhouseCoopers May 2003 - June 2008
Armanino McKenna LLP 2002 - 2003
Arthur Andersen 2001 - 2002
Skills
SEC filings, Revenue Recognition, Sarbanes-Oxley Act, Consolidation, Start-ups, Corporate Finance, IPO, Cost Accounting, Medical Devices, Treasury, Public Companies, Solar Energy, Semiconductors, Stock Compensation, Financial Analysis, Tax Accounting, Technical Accounting, Debt, Accounting Close, Due Diligence
Education
Brigham Young University 1997 — 2001
BS, Accounting
Cypress Semiconductor Corporation April 2014 - Present
Equinix, Inc. August 2011 - April 2014
Armanino McKenna LLP June 2006 - August 2011
Delucchi Hawn, LLP June 2002 - June 2006
Ireland San Filippo, LLP September 1997 - June 2002
Skills
Revenue Recognition
Education
Santa Clara University 1994 — 1997
BSC, Accounting
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
Chiao Smith McMullin + McGuire June 2014 - Present
Kenneth Frank Accountancy, APC November 2013 - May 2014
Mowat Mackie & Anderson LLP January 2011 - November 2013
Macquarie Aircraft Leasing Services (US) September 2010 - June 2011
Stonefield Josephson, Inc. December 2006 - August 2010
GreenPoint Mortgage August 2005 - November 2006
Armanino McKenna LLP August 2004 - August 2005
Robert L. Sewall, CPA June 2002 - July 2004
Skills
Income Tax, CPA, Tax Research, Tax Returns, Tax Accounting, ProSystem fx Tax, Partnership Taxation, Sales Tax, Tax Software, Financial Statement..., Personal Income Tax..., Preparation, Journal Entries, GAAP, Corporate Tax, Accounting, Tax Preparation
Education
Saint Mary's College of California 2000 — 2004
Bachelor, Economics and Business Administration, emphasis in Accounting
Amerit Fleet Solutions, Inc. February 2015 - Present
Self Health Network April 2011 - February 2015
Basic American Foods November 2008 - May 2011
Armanino McKenna LLP 2005 - 2008
Deuce 2003 - 2007
HCORP 2002 - 2004
iBusinessHub 2000 - 2002
MECON 1995 - 2000
Meris Laboratories 1990 - 1995
Price Waterhouse 1987 - 1990
Skills
Auditing, IPO, Venture Financing, Mergers, Start-ups, Sarbanes-Oxley Act, Strategic Planning, Business Strategy, Financial Reporting, SEC filings, Budgets, Financial Modeling, Leadership, Sarbanes-Oxley, Internal Audit, Mergers & Acquisitions, Finance, Business Planning, Accounting
Education
San Jose State University 1985 — 1987
BS, Accounting
Indiana University Bloomington 1980 — 1982
The Buzz Oates Group of Companies December 2014 - Present
Avaunt Ltd July 2014 - December 2014
SBM Site Services, LLC April 2013 - July 2014
Gallina LLP February 2009 - April 2013
Panattoni Development Company August 2005 - January 2009
Armanino McKenna LLP 2001 - 2003
Stonefield Josephson October 1995 - October 2001
Skills
Corporate Tax, Partnership Taxation, Real Estate Transactions, Income Tax, S Corporations, Tax Compliance, Tax Research, Individual Taxation, Real Estate, Tax Preparation, High Net Worth..., Tax Advisory, Construction, LLC, Tax, International Tax, CPA, Tax Returns
Education
Golden Gate University 1996 — 2001
MS, Taxation
California State University-Sacramento 1983 — 1985
B.S., Human Resource Management
Orange Coast College 1981 — 1983
AA, Accounting
Lab126 September 2012 - Present
Armanino McKenna LLP July 2011 - August 2012
Roamware Inc. May 2009 - August 2011
KPMG LLP January 2009 - April 2009
Maruthi Cements Pvt. Ltd. January 2005 - July 2007
Skills
Microsoft Excel, QuickBooks, Great Plain, GoSystems, RIA, CCH Research
Education
San Jose State University 2008 — 2009
MS, Taxation, 3.4
Bharathidasan University
B. Com, Commerce & Accounting, 3.5
HSG Accounting Inc November 2005 - Present
Golden Income Tax November 2003 - Present
Golden Railroad Construction Inc November 2003 - Present
Armanino McKenna LLP January 2001 - November 2003
Skills
QuickBooks, Tax, Accounting, Small Business, Financial Accounting, Accounts Receivable, Accounts Payable, Auditing, Bookkeeping, Financial Analysis, Financial Reporting, Tax Preparation, Corporate Tax, Tax Research, Tax Returns, Finance, Income Tax, Payroll, Budgets, Real Estate, Management, CPA, Strategic Financial..., Tax Law, IRS, Time Management, Tax Accounting
Education
Golden Gate University 2001 — 2002
Masters, Taxation
University of Alabama 1995 — 1999
Moss Adams LLP January 2014 - Present
James A. Anderson, CPA - Accounting & Consulting June 2006 - December 2013
New Connections 2008 - 2009
Armanino McKenna LLP May 2003 - April 2006
Perry-Smith LLP August 1999 - April 2002
Skills
Financial Reporting, Accounting, Internal Controls, QuickBooks, PowerPoint, GAAP, General Ledger, Account Reconciliation, Accounts Receivable, Microsoft Excel, Fixed Assets, Auditing, Microsoft Office, Outlook, Revenue Recognition, Accounts Payable, Tax, Finance, CPA, Financial Statements, Financial Accounting, Bookkeeping, US GAAP, Cash Flow, Organizational...
Education
Gonzaga University 2011 — 2013
M.A., Organizational Leadership
University of the Pacific - Eberhardt School of Business 1995 — 1999
BS, Accounting
Kaiser Permanente October 2011 - Present
Armanino McKenna LLP April 2008 - October 2011
KPMG LLP September 2006 - March 2008
Education
Brigham Young University 2005 — 2006
Masters, Accounting
Brigham Young University 2000 — 2005
Bachelors, Accounting
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
Burr Pilger Mayer 2012 - Present
Armanino McKenna LLP 2011 - 2012
RINA Accountancy Corporation 2008 - 2011
GE Capital 2007 - 2008
KPMG Singapore 2005 - 2007
Skills
Tax Accounting, Corporate Tax, Income Tax, International Tax, Tax, Accounting, FIN 48, Financial Services, Financial Reporting, GAAP, Partnership Taxation, Tax Preparation, Mergers, High Net Worth..., Tax Research, US GAAP
Education
Texas Christian University
BBA, Business Management
San Francisco State University
MSBA, Accounting
California State University-East Bay
MST, Taxation
Golden Gate University
International Tax Certificate
Frontier Networking March 2007 - Present
Armanino McKenna LLP August 2005 - March 2007
Thibault Associates August 1998 - August 2005
Skills
SharePoint, Network Security, Cloud Computing, Leadership, Networking, Integration, Security
Education
Heald College 1996 — 1998
AAS
Modesto Junior College
Patti Schneider 'The Right Choice' January 1995 - Present
Armanino McKenna LLP March 2008 - March 2009
TravelManagement.com January 2001 - March 2008
Book Doctor January 1994 - December 2001
Tri Valley Growers February 1985 - December 1993
Education
Bunker Hill Community College 1975 — 1976
Photography
University of Hawaii - Shidler College of Business
Accounting
Armanino McKenna, LLP Tax Administrative AssistantAMLLP2004 - Present
Boydstun & Klingner, CPA's January 2000 - April 2002
EBTEL Credit Union 2000 - 2001
Education
Las Positas College 2000 — 2001
Amador Valley High School 1997 — 1999
Diploma
Yreka High School 1995 — 1997
PwC January 2015 - Present
PwC November 2014 - December 2014
PwC November 2011 - October 2014
Armanino McKenna LLP November 2010 - October 2011
JPMorgan Chase May 2008 - December 2008
Washington Mutual Home Loans November 2004 - December 2007
Skills
Notary Public, Accounting, QuickBooks, Financial Reporting, Microsoft Excel, Accounts Payable, Spreadsheets, Auditing, Outlook, Office Management, Invoicing, Payroll, Accounts Receivable, Bookkeeping, Expenses, Internal Controls, Customer Service, Microsoft Office, Sarbanes-Oxley Act, Financial Analysis, Management
Education
University of Phoenix 2008 — 2011
Bachelor's degree, BusinessCommunications
West Valley College 1999 — 2003
Associate of Arts (AA), Communication Studies
West Valley College 1999 — 2002
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Daniel Rainn September 2013 - Present
Rails International July 2012 - September 2013
Rhapsody Clothing April 2012 - June 2012
Tobi November 2011 - March 2012
Chaiken and Capone April 2011 - June 2011
Levi Strauss & Co. October 2010 - May 2011
Armanino McKenna LLP April 2007 - June 2010
Skills
Apparel, Styling, Sales, Fashion Design, Management, Textiles, Retail, Fashion, Microsoft Excel, Inventory Management, PowerPoint, Merchandising, QuickBooks, Microsoft Office, Microsoft Word, Outlook, Social Media, Access, Trend Analysis, Product Development, Trend Forecasting
Education
Fashion Institute of Design & Merchandising 2010 — 2011
Associate of Arts, Fashion Design
San Jose State University 2002 — 2006
Bachelor of Science, Finance
Excel Consulting May 2014 - Present
Hocus Pocus Magic May 2014 - Present
Baker Peterson & Franklin, CPA, LLP November 2012 - May 2014
Torosian & Walter LLP August 2011 - September 2012
Armanino McKenna LLP June 2009 - July 2011
Hocus Pocus Magic January 2005 - June 2010
Saint Mary's College of California - Accounting Association August 2008 - May 2010
Saint Mary's College of California August 2007 - May 2010
Armanino McKenna LLP June 2009 - August 2009
Catholic Charities May 2007 - August 2007
Skills
Tax Preparation, Tax Returns, Tax Advisory, Microsoft Excel, Enterprise Zone Credits, Depreciation, Personal Use of..., QuickBooks, Lacerte, UltraTax CS, Accounts Receivable, Account Reconciliation, Accounting, Accounts Payable, General Ledger, Auditing, Fixed Assets, Financial Reporting, Tax, Financial Analysis, Financial Statements, Corporate Tax, Income Tax, GAAP, Small Business, Financial Accounting, Tax Accounting, Finance, US GAAP
Education
Saint Mary's College of California 2006 — 2010
BS, Accounting
Center for Advanced Research and Technology (CART) 2005 — 2006
None, Finance and Business
Bullard High School 2002 — 2006
GED, Accounting
Morello Accounting Group January 2008 - Present
Armanino McKenna LLP March 2003 - September 2007
Hale Communications Group, Inc. / Team Design December 1998 - February 2002
Source Packaging, Inc. March 1996 - November 1998
Ram Design Group August 1992 - March 1996
Innovative Data Design, Inc. August 1988 - August 1992
Color Tech Inc. September 1986 - May 1988
Del Monte Foods 1981 - 1986
Skills
Accounting, Internal Controls, Forecasting, General Ledger, Accounts Payable, Accounts Receivable, Payroll, Cash Flow, Account Reconciliation, GAAP, Auditing, Management, Sarbanes-Oxley Act, Financial Reporting, Budgets, Financial Statements, Tax, Analysis, Financial Analysis
Education
California State University-East Bay 2006 — 2008
BS
Kaiser Permanente October 2011 - Present
Armanino McKenna LLP January 2011 - October 2011
The Mergis Group March 2010 - January 2011
Nelson and Associates November 2006 - January 2010
Charles Schwab June 2004 - October 2006
Charles Schwab July 2000 - June 2004
Charles Schwab June 1999 - July 2000
Bank of America 1998 - 1999
Skills
Executive Search, Financial Analysis, Accounting, Talent Acquisition, Human Resources, Finance, Analysis, Management, Mergers & Acquisitions, Budgets, Business Analysis, Executive Management, Training, Internal Audit, Payroll, Financial Modeling, Recruiting, Management Consulting, Leadership, Strategy, Process Improvement, Forecasting, Sarbanes-Oxley Act, Start-ups, Vendor Management, Business Process..., Technical Recruiting, PeopleSoft, Talent Management, Temporary Placement, Applicant Tracking..., College Recruiting, Sourcing, Internet Recruiting, Contract Recruitment, Onboarding, Staffing Services, Interviews, Consulting, CRM, Temporary Staffing, Benefits Negotiation, SDLC, Performance Management
Education
University of California, San Diego 1989 — 1994
Bachelor of Arts, Economics
PwC November 2013 - Present
KPMG October 2011 - October 2013
Armanino McKenna LLP July 2010 - October 2011
BAE Systems February 2007 - September 2009
Merrill Lynch May 2006 - August 2006
Skills
Financial Modeling, Internal Controls, Microsoft Excel, Financial Reporting, Auditing
Education
University of San Francisco 2011 — 2013
MSc, Financial Analysis
University of California, San Diego 2008 — 2009
Accounting
San Diego State University-California State University 2002 — 2006
Business Administration, Information Systems
California Pacific Medical Center Foundation May 2012 - Present
Armanino McKenna LLP May 1995 - May 2012
Pacific Rim Recycling August 1985 - December 1993
Skills
Certified Public..., Accounting, Quickbooks, Excel
Education
University of San Francisco 1983 — 1984
BS, Business Management
College of San Mateo 1979 — 1982
AA, Business Administration
Bellarmine College Preparatory 1975 — 1979
Sensiba San Filippo LLP September 2012 - Present
Armanino McKenna LLP August 2011 - September 2012
PricewaterhouseCoopers LLP January 2008 - July 2011
Skills
Tax, Tax Research, Corporate Tax, Tax Accounting, Accounting, Partnership Taxation, CPA, Income Tax, GoSystems, Tax Preparation, FIN 48, US Tax, FAS109
Education
Brigham Young University 2001 — 2006
BS, Accounting
Certent, Inc. (formerly EASi) May 2013 - Present
vCom Solutions, Inc. January 2012 - May 2013
Intacct Corporation August 2011 - December 2011
Armanino McKenna LLP August 2009 - August 2011
Ensembles, LLC August 2005 - July 2009
The Clorox Company August 2001 - August 2005
Deloitte Consulting August 1995 - April 1999
Skills
Marketing Strategy, Lead Generation, SaaS, Professional Services, Marketing Programs, Digital Marketing, Content Development, Marketing Communications, Strategic Planning, Sales Enablement Tools, Marketing Automation, Partner Development, Public Relations, Social Media, Marketing, Social Media Marketing, Business Development, B2B, Corporate Communications, Go-to-market Strategy, Leadership, Strategy
Education
UCLA Anderson 1999 — 2001
MBA, Marketing
University of Pennsylvania 1991 — 1995
BA, Economics, Spanish
Spiegel Accountancy Corp. June 2013 - Present
Spiegel Accountancy Corp. January 2013 - May 2013
Armanino McKenna LLP January 2008 - January 2013
Accountemps May 2007 - December 2007
Santa Cruz Biotechnology 2002 - 2005
Skills
Accounting, Corporate Tax, Tax, Excel, Income Tax, Microsoft Excel, GAAP, QuickBooks, Tax Preparation, CPA, Tax Returns, Tax Accounting, General Ledger, Tax Research, Management
Education
University of California, Santa Cruz 1998 — 2003
Bachelor of Arts (B.A.), Business Management Economics
DataSift January 2014 - Present
Scientific Learning March 2012 - January 2014
Right Hemisphere (An SAP Company) July 2010 - March 2012
Armanino McKenna LLP September 2007 - July 2010
Goldstein & Ring, CPA May 2006 - August 2007
Skills
SOP 97-2, VSOE, Revenue Recognition, Deferred Revenue, SAB 104, Auditing, Audit Software, Accounting, Monthly Closing, Sarbanes-Oxley Act, GAAP, SEC filings, General Ledger, US GAAP, Variance Analysis, Internal Controls
Education
Saint Mary's College of California 2003 — 2007
BS, Accounting
Armanino LLP July 2014 - Present
Downtown Streets Team October 2014 - Present
Armanino LLP July 2012 - June 2014
Armanino McKenna LLP July 2011 - July 2012
Armanino McKenna LLP June 2009 - July 2011
Armanino McKenna LLP July 2007 - June 2009
Skills
Audit, Accounting, Tax, Financial Management, Revenue Recognition, SEC reporting, SOX, Internal Controls, US GAAP, Certified Fraud Examiner, Auditing, SEC filings, Financial Audits, GAAP
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Accounting
Archbishop Mitty High School
ViewRay Incorporated December 2014 - Present
Moshi December 2011 - December 2014
Armanino McKenna LLP September 2007 - November 2011
Santa Clara University October 2006 - June 2007
Skills
SEC filings, GAAP, Revenue Recognition, Accounting, CPA, Auditing, Financial Reporting, Sarbanes-Oxley Act, Corporate Tax, Internal Controls, Consolidation, External Audit, US GAAP, Financial Analysis, SEC Filings, General Ledger, Financial Accounting
Education
Santa Clara University
Bachelor's Degree, Accounting
BDO USA, LLP October 2014 - Present
KPMG US July 2011 - October 2014
Armanino McKenna LLP September 2008 - July 2011
Armanino McKenna LLP June 2007 - August 2007
College Works Painting December 2005 - August 2006
Compare Heating & Air Conditioning June 2003 - August 2005
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Finance, Financial Modeling, Hedge Funds, GAAP, Microsoft Excel, QuickBooks, Financial Analysis, Valuation, Financial Statements, Investments, Due Diligence, Analysis, Payroll, Financial Services, Venture Capital, Private Equity, Alternative Investments, Sarbanes-Oxley Act, Business Valuation, Assurance, US GAAP, CPA, Variance Analysis
Education
California State University-Chico 2003 — 2008
Bachelor of Science Business Administration, Professional Accounting
De La Salle High School 1999 — 2003
Gaiam TV May 2014 - Present
Gaiam TV September 2013 - April 2014
SET Media Inc. April 2012 - September 2013
Velti November 2010 - April 2012
Armanino McKenna LLP October 2005 - November 2010
KPMG LLP September 2003 - September 2005
Skills
SEC reporting, Revenue Recognition, Process Improvement, Project Planning, Project Execution, Financial Modeling, Forecasting, Project Management, Mergers & Acquisitions, Sarbanes-Oxley Act, IPO, SEC filings, Internal Controls, Accounting, Analytics, Budgets, Finance, GAAP, Cross-functional Team..., Consolidation, Auditing, Due Diligence, CPA, US GAAP, Financial Reporting, Financial Analysis, Management, Start-ups, Strategic Partnerships
Education
Cal Poly - San Luis Obispo 1999 — 2003
BS
Ernst & Young January 2013 - Present
Armanino McKenna LLP November 2008 - January 2013
Education
California State University-East Bay
Bachelor of Science, Accounting - Business Administration
Las Positas College 2004 — 2006
Associate of Arts, Business Administration
Pac-12 Conference April 2012 - April 2015
Armanino McKenna LLP October 2009 - January 2012
The William and Flora Hewlett Foundation May 2009 - September 2009
PricewaterhouseCoopers September 2008 - April 2009
UCLA Athletics September 2005 - June 2008
Skills
Accounting, Auditing, Financial Reporting, Tax, GAAP
Education
University of California, Los Angeles 2004 — 2008
BA, Business Economics, Accounting
Market-Partners Inc December 2009 - Present
Carliwood Farms October 2009 - February 2015
Altus Equity, LLC July 2012 - October 2013
Armanino McKenna LLP March 2008 - September 2009
Skills
Certified Public..., CPA, GAAP, Auditing, US GAAP, SEC filings, Accounting, QuickBooks, Consolidation, Financial Analysis, Financial Statements, Account Reconciliation, Due Diligence, Revenue Recognition, External Audit, Accounts Receivable, Internal Controls, Accounts Payable
Education
Cal Poly San Luis Obispo 2002 — 2006
Bachelor of Science (B.S.), Animal Sciences
Armanino LLP July 2015 - Present
Armanino LLP July 2013 - June 2015
Armanino LLP July 2012 - June 2013
Armanino McKenna LLP January 2012 - July 2012
Novogradac & Company LLP January 2010 - December 2011
Celerity Consulting Group August 2009 - December 2009
Novogradac & Company LLP January 2009 - March 2009
PG&E June 2007 - August 2007
Santa Barbara Entrepreneurship Center September 2006 - June 2007
Skills
Auditing, GAAP, Accounting, Financial Reporting, US GAAP, CPA, Financial Statements, Corporate Tax, Internal Controls, Microsoft Excel, Financial Accounting
Education
University of California, Santa Barbara 2004 — 2008
B.A., Business economics with emphasis in accounting
De La Salle High School 2001 — 2004
Saint Patrick's
Peterson Holding Co June 2011 - Present
Peterson Holding Co January 2011 - June 2011
Peterson Holding Co January 2010 - January 2011
Peterson Holding Co January 2007 - January 2010
Armanino McKenna LLP September 2005 - December 2006
Skills
CPA, Project Manager, Tax, Accounting, Auditing, Business Process..., Continuous Improvement, Six Sigma, Budgets, DMAIC, Forecasting, Black Belt, Green Belt, Strategy, Analysis, Process Improvement, Project Management, Purchasing
Education
University of Colorado at Boulder 2002 — 2005
BS, Finance & Accounting
Las Positas College 2000 — 2002
Forney Accountancy January 2000 - Present
Intuit 1999 - Present
Armanino McKenna LLP October 1996 - December 1999
Matson & Isom Accountancy Corporation June 1995 - September 1996
Skills
Down to earth demeanor, Small Business..., Quickbooks, Small Business, Tax Preparation, Accounting, Tax Returns, Auditing, Consulting, Public Speaking, Payroll Taxes, Sales Tax, Bookkeeping, QuickBooks, Tax, Accounting Applications, Payroll, General Ledger, Income Tax, CPA
Education
California State University-Chico 1992 — 1995
Bachelor of Science, Business Administration (Option in Accounting)
Diablo Valley College 1989 — 1992
AA, General
McKinney and Company October 2001 - Present
Armanino McKenna LLP December 1987 - April 1999
Arthur Young December 1981 - June 1985
Skills
CPA, Tax, Accounting, Tax Preparation, Income Tax, Financial Reporting, Corporate Tax, Auditing, Tax Returns, GAAP, QuickBooks, Internal Controls, Financial Accounting, Partnership Taxation, S Corporations, Bookkeeping, Accountants, Accounts Payable, Tax Accounting, Payroll, General Ledger, External Audit, Financial Statements, Sales Tax, Tax Research
Education
Cal State Hayward
Bachelor's degree, Accounting
Watermark Retirement Communities February 2015 - Present
Alden Lane Nursery May 2011 - April 2014
Rosewood Gardens January 2008 - August 2010
Armanino McKenna LLP November 2007 - December 2008
Valley Chidrens Museum 2007 - 2008
Owens & Minor March 2002 - November 2007
Prima Legal Services February 2000 - January 2002
Costco Wholesale March 1987 - February 2000
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Training, PowerPoint, Customer Service, Administration, Payroll, Recruiting, ADP Payroll, Microsoft Publisher, Kronos Timekeeping, Budgets, Fundraising, Project Planning, Accounting, Healthcare, Human Resources, Executive..., HRIS, Visual Merchandising, Merchandise Planning, Print Shop, AL Wizard, Retail Buying
Education
California State University-Hayward
Bachelor's degree, Business Administration and Management, General
College of San Mateo
A.A., Business Administration
Workday August 2015 - Present
Spansion September 2012 - May 2015
Armanino McKenna LLP July 2011 - September 2012
Armanino McKenna LLP July 2006 - August 2011
VeriSign 2008 - 2008
Atmel Corporation 1999 - 2006
Skills
Corporate Tax, Accounting
Education
San Jose State University
B.S., Accounting, Finance
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 McKenna LLP Administrative AssistantPerot Systems2005 - 2006
The Harker School 1986 - 1995
Education
Saint Xavier University 2005 — 2006
MPH, Managed Care
The University of New Mexico 1999 — 2004
BA, Political Science
Dura Chemicals, Inc June 2010 - Present
Aras Financial June 2010 - Present
Hospitality Home Express January 2008 - Present
RP Consulting February 2004 - January 2011
Armanino McKenna, LLP May 2005 - June 2010
Frank & Ron Hotel Motel Supply, Inc. January 2002 - April 2005
Skills
Professional Services, Accounting, General Ledger, QuickBooks, Financial Analysis, Internal Controls, Accounts Payable, Forecasting, Accounts Receivable, Payroll, Variance Analysis, Managerial Finance, Budgets, Analysis, Leadership, Small Business, Financial Accounting, Cost Accounting, Tax Preparation, Payroll Taxes, Cash Management, Tax Accounting, Management, GAAP, Tax, Corporate Tax, Sales, Finance, Internal Audit, Financial Statements, Tax Returns, Cash Flow, Training, Strategic Financial..., Account Reconciliation, Financial Reporting, Accountants, Income Tax, Fixed Assets, Sales Tax, US GAAP, Revenue Recognition, Accruals, Consolidation, Journal Entries, Bookkeeping, Great Plains Software
Education
California State University-Hayward - School of Business and Economics 2004 — 2005
Post Baccalaureate Studies, Accounting
California State University-East Bay 2000 — 2002
BS, Business Administration with Concentration in Marketing and CIS
Sweeney Kovar LLP September 2014 - Present
Chevron July 2013 - September 2014
Sweeney Kovar LLP July 2009 - July 2013
Armanino McKenna LLP June 2008 - June 2009
Lippman & Associates June 2005 - June 2007
Thompson and Associates December 2002 - May 2005
Skills
QuickBooks, Tax, Accounting, Tax Preparation, Income Tax, Account Reconciliation, General Ledger, Financial Statements, Fixed Assets, Tax Returns, Accruals, Variance Analysis, Tax Accounting, Payroll Taxes, Partnership Taxation, Tax Research, Bank Reconciliation, Corporate Tax, Financial Reporting, Small Business, Auditing, Financial Analysis
Education
University of California, Berkeley
BA, Sociology/Communications/Business
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
USDN Inc. July 2008 - Present
Armanino McKenna LLP 2003 - 2008
Chrisitne Shikuma Consulting 1993 - 2003
GE Capital Computer Leasing 1989 - 1992
Wells Fargo Bank 1988 - 1989
Education
University of California, Berkeley 1984 — 1988
BA, English Literature
POSWarehouse June 2009 - Present
Fourlane February 2009 - Present
QBLearning.com January 2011 - January 2013
Armanino McKenna LLP 2006 - 2009
InBus Engineering, Inc. June 2003 - August 2006
Skills
Data Conversion, Training, Data Transfer, QuickBooks, Accounting, Payroll, Invoicing, Accounts Payable, CPA, Tax, Income Tax, Sales Tax, GAAP, Accounts Receivable, Tax Preparation, Payroll Taxes, Financial Statements, Bookkeeping, Auditing, Accruals, Cash Flow, Strategic Financial..., Account Reconciliation, Financial Reporting, Cost Accounting, Accountants, Aeroelasticity, Braiding, Sandwiches, Finance, Balance, Small Business, Accounting Applications, Management, Enterprise Software, Executive Management, Managerial Finance, Analysis, Preparation, Leadership, Strategy, General Ledger, Consulting, Peachtree, Business Process, CRM, Team Leadership, QuickBase
Education
St. Mary's College of California 2004 — 2005
Accountancy, Master Program
Santa Clara University 2000 — 2003
BS, Political Science and Ethics
Santa Catalina 1996 — 1999
Amador 1995 — 1996
Eskel Porter Consulting January 2009 - July 2010
SCS Dynamics February 2008 - January 2009
Armanino McKenna LLP February 2005 - December 2007
CBT Systems 1993 - 1993
Education
San Francisco State University 1989 — 1992
Bachelor of Science
Bank of the West May 2014 - Present
Trevor & Associates, LLC. August 2009 - Present
Armanino McKenna, LLP August 2004 - August 2009
Signature Wines February 2002 - August 2004
Go Quality September 2000 - February 2002
SBS Technologies MIO June 1986 - September 2000
Skills
Sarbanes-Oxley Act, Project Management, Network Security, Business Process, Consulting, Information Security, IT Audit, IT Strategy, Business Continuity, ERP, Information Technology, Management, Microsoft Excel, Payment Industry, Business Process..., HIPAA, Testing, SSAE16, Disaster Recovery, QuickBooks, Quicken, Visio, FileMaker, Sage MAS200, QlikView, SSAE 16, Security, Leadership, Process Improvement, Governance, IT Service Management, ISO 27001, Internal Audit, SOC2
Education
University of Phoenix 2001 — 2003
BSBM, Management
Rockwood Capital February 2008 - Present
Expert IT Consulting, Inc. March 2006 - December 2008
Armanino McKenna, LLP August 2005 - March 2006
Thibault Associates, Inc. June 1999 - August 2005
United Behavioral Health 1995 - 1997
Skills
Asset Managment, Finance, Budgets, Project Management, Microsoft CRM, SharePoint, Microsoft Dynamics, Microsoft SQL Server, IT Service Management, Networking, Data Center, VMware, Microsoft Exchange, Hyper-V
Education
Heald College 1996 — 1997
A.A., Computer Networking
University of California, Santa Barbara 1993 — 1996
BS, Psychology and Child Psychology
Diablo Valley College 1991 — 1993
A.A., Accounting and Business Economics
(St Francis) Most Precious Blood 1979 — 1987
Cantor Fitzgerald Investment Advisors April 2012 - June 2015
COAST ASSET MANAGEMENT, LLC May 2005 - April 2012
RANDOLPH SCOTT & COMPANY CPA'S, INC February 2004 - February 2005
ARMANINO MCKENNA, LLP January 2003 - October 2003
Skills
Valuation, MS Office Suite, Auditing, Hedge Funds, Financial Reporting, Fund Accounting, Oversight, Internal Controls, Microsoft Office, Financial Statements
Education
California State University-East Bay
B.S, Business Administration; Accounting and Finance
Oracle October 2014 - Present
One, Inc. (Sacramento, CA) January 2014 - October 2014
CSAA Insurance Group September 2007 - December 2013
Armanino McKenna LLP 2006 - 2007
Robert Half International 2004 - 2006
Protiviti 2004 - 2006
Ernst & Young LLP 1999 - 2004
eSecurityOnline LLC 2000 - 2003
Maze & Associates 1997 - 1999
Skills
Sarbanes-Oxley Act, Accounting, Internal Controls, Revenue Recognition, SEC filings, Financial Reporting, US GAAP, Auditing, GAAP, Sarbanes-Oxley, Consolidation, Financial Analysis, Internal Audit, Financial Accounting, CPA, Hyperion Enterprise, General Ledger, External Audit, Variance Analysis, Enterprise Risk..., Account Reconciliation, Financial Statements, Member of AICPA, Accounts Payable, Tax, PeopleSoft, Mergers & Acquisitions, Analysis, Due Diligence, Essbase, Budgets, Business Process, Access, Finance, Strategic Financial...
Education
St. Mary's College of California 1995 — 1997
BS, Accounting
Placer High School
Spiegel Accountancy Corp. October 2013 - Present
Spiegel Accountancy Corp. October 2010 - September 2013
Armanino McKenna LLP October 2006 - September 2010
Education
California State University-East Bay 2003 — 2004
AMLLP June 2006 - Present
Armanino McKenna LLP 2006 - Present
Armanino McKenna LLP 2006 - 2009
Irwin Home Equity 2001 - 2006
Management Solutions 1998 - 2001
Prism Solutions, Inc. 1996 - 1998
Deloitte & Touche 1988 - March 1996
Skills
Auditing, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Internal Controls, Revenue Recognition, Financial Services, Mergers, Financial Modeling, US GAAP, CPA, Mergers & Acquisitions, GAAP, FINRA, Finance
Education
California State Polytechnic University-Pomona 1984 — 1989
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Federal Home Loan Bank of San Francisco May 2009 - Present
Asyst Technologies July 2008 - May 2009
Armanino McKenna, LLP January 2002 - July 2008
Education
University of California, Riverside 1997 — 2001
Ernst & Young January 2010 - Present
Armanino McKenna LLP July 2008 - December 2009
Deloitte 2000 - 2008
Skills
Corporate Tax, International Tax, Tax Accounting, Tax Research, Tax Advisory, US GAAP, Tax
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2000 — 2003
MBA, Strategy & Finance
University of California, Irvine
BS & BA, Bio Sci & Soc Sci
United States Department of the Treasury June 2010 - Present
Armanino McKenna LLP August 2008 - June 2010
Deloitte 2004 - 2008
Skills
FIN 48, FAS109, Corporate Tax, Tax Research, Tax Accounting, FAS 5, International Tax, Income Tax, Tax, SEC filings, CPA, State Tax, Sarbanes-Oxley Act, US GAAP, Accounting, Tax Preparation, Tax Advisory, General Ledger
Education
University of California, Riverside 2004 — 2008
Bachelor's degree, Business Administration and Management, General
University of Southern California 1998 — 1999
MBT, Masters in Business Taxation
AAA Northern California, Nevada & Utah August 2007 - April 2010
Armanino McKenna LLP 2004 - 2007
Pacific Union Homes 2003 - 2004
Saint Mary's College of California May 2000 - May 2003
Security Alarm Financing Enterprises 2003 - 2003
Skills
Calendaring
Education
Saint Mary's College of California 1998 — 2003
Bachelor of Arts, Art and Psychology
Salesforce March 2014 - Present
Spansion March 2012 - March 2014
Armanino McKenna LLP July 2009 - March 2012
Ernst and Young LLP 2008 - 2009
Atmel Corporation March 2005 - February 2008
LSI Logic 2001 - 2005
PricewaterhouseCoopers 2000 - 2001
Citibank (Banamex USA) 1997 - 2000
Athur Andersen & Co. 1983 - 1996
Skills
International Tax, Tax, Transfer Pricing, Corporate Tax, SEC filings, Tax Accounting, Tax Research, Income Tax, FAS109, Sarbanes-Oxley Act, Tax Advisory, Tax Returns, US GAAP, FIN 48, CPA
Education
USC 1982 — 1983
Masters of Business Tax, Tax
Santa Clara University School of Law 1978 — 1981
JD
Stockbridge Capital Group 2006 - Present
Armanino McKenna LLP 1999 - 2006
Education
Saint Mary's College of California 1995 — 1999
Bank of the West January 2015 - Present
Bank of the West September 2011 - January 2015
Armanino McKenna LLP January 2008 - September 2011
Irwin Home Equity 2004 - 2007
Armanino McKenna May 2004 - September 2005
Stonefield Josephson 2001 - 2003
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Managerial Finance, Cost Accounting, Risk Management, Accounting, Internal Controls, Financial Reporting, Financial Analysis, Banking, GAAP, SEC filings, Finance, Sarbanes-Oxley, Cash Management, SEC Filings
Education
California State University-Hayward - School of Business and Economics 1993 — 1998
Bachelor's Degree, Accounting and Business/Management
Concord High School 1989 — 1993
HS Diploma, General
A. B. Christensen Accountancy Corporation May 2004 - Present
Rotary Club of Sausalito July 2011 - June 2012
Rotary 2005 - 2010
Smith, Lange & Phillips LLP June 2007 - October 2007
Eckhoff Accountancy January 2003 - May 2004
Deloitte & Touche March 2001 - April 2001
Armanino McKenna LLP October 1998 - May 1999
KPMG Peat Marwick January 1997 - October 1998
Skills
Non-profits, Accounting, Tax, LLC, Trusts, Tax Returns, Strategic Planning, Financial Reporting, General Ledger, Project Management, Financial Analysis, Strategic Financial..., Nonprofits, Financial Planners, Small Business, Real Estate, Tax Advisory, Investments, Start-ups, Fundraising, CPA, Public Speaking, Social Media
Education
University of California, Berkeley 1996 — 1996
Accounting
Partners Group May 2015 - Present
Moss Adams LLP January 2012 - Present
Saint Mary's College of California June 2013 - Present
Delta Dental May 2010 - January 2012
Armanino McKenna LLP June 2006 - May 2010
Skills
Real Estate, Healthcare, Insurance, Accounting, Assurance, Auditing, Consolidation, Finance, Financial Analysis, Financial Reporting, GAAP, Management, Property Management, Valuation, US GAAP
Education
St. Mary's College of California 2002 — 2006
BS, Accounting
Gibson, Dunn & Crutcher LLP July 2012 - Present
Gibson, Dunn & Crutcher, LLP 2009 - July 2012
Armanino McKenna LLP January 2007 - August 2008
Skills
Microsoft Excel, Outlook, Accounting, Event Planning, Marketing, Recruiting, Adobe Acrobat, Microsoft Office, Microsoft Word
Education
California State University-East Bay 2005 — 2009
MBA, Accounting, HRM
University of California, Irvine 2001 — 2002
B.A., Social Science
Armanino McKenna LLP April 2008 - Present
Speed-O-Tach, Inc. February 1997 - April 2008
Skills
Sarbanes-Oxley Act, Adaptive Planning, P&L Forecasting, VBA
Education
Georgia State University - J. Mack Robinson College of Business
BBA, Actuarial Science
University of Iowa - Henry B. Tippie College of Business
MBA, Accounting
Armanino McKenna LLP May 2005 - Present
Valuenomics February 1994 - Present
Education
University of California, Berkeley, Haas School of Business 1990 — 1993
MSBA, Accounting, Quantitative Research Methods
The Johns Hopkins University 1981 — 1985
The London School of Economics and Political Science (LSE) 1983 — 1984
Junior Year Abroad, Economics
BBR LLP July 2007 - August 2008
Arcadian Health Plan January 2007 - July 2007
Armanino McKenna LLP September 2005 - December 2006
Burr, Pilger & Mayer LLP September 2004 - September 2005
Leibowitz Shumaker Berger & Rubens September 2001 - September 2004
Gap Inc. January 1998 - August 2001
Levi Strauss & Co. June 1995 - August 1997
Levi Strauss & Co. August 1992 - June 1995
Education
Michigan State University
Batchelor of Science, Accounting
Kenna Security August 2015 - Present
RSA, The Security Division of EMC July 2013 - Present
Kaiser Permanente IT October 2010 - July 2013
Qualys January 2009 - October 2010
USDN, Inc. September 2008 - February 2009
Armanino McKenna LLP October 2007 - September 2008
Skills
Information Security..., Operational Risk..., Threat & Vulnerability..., Information Security, Computer Security, Microsoft SQL Server, Malware Analysis, SOX 404, PCI Standards, HIPAA, IT Audit, ISO 27001, ETL Tools, Archer Certified..., Tableau, SSIS, Dimensional Modeling, Security, Vulnerability Management, Metrics, Security Audits, Vulnerability Assessment, PCI DSS, CISSP, Application Security, Penetration Testing, Cloud Computing, Network Security, Risk Management
Education
California State University-Hayward - School of Business and Economics 2002 — 2004
B.S., Business Economics
Chu and Waters, LLP July 2012 - Present
Armanino McKenna LLP August 2008 - July 2012
Empowering Financial Solutions January 2008 - June 2008
R.E. Wacker Associates, Inc. March 2007 - December 2007
Meathead Movers June 2003 - September 2006
California Polytechnic State University - Chemistry Stockroom October 2003 - June 2005
Skills
Accounting
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
BS, Accounting, Finance, Economics
Toys for Bob November 2012 - Present
Activision October 2007 - Present
Armanino McKenna, LLP 2005 - 2007
SBC June 2001 - August 2004
Education
Academy of Art University 2003 — 2007
Animation
University of California, San Diego 1997 — 2001
BA, Economics, Comp Sci
Boyer & Conniff, LLP December 2010 - Present
Conniff Accountancy Corporation October 2007 - December 2010
Armanino McKenna LLP January 1995 - October 2007
Skills
Tax, Tax Accounting, Partnership Taxation, Corporate Tax, Tax Preparation, Income Tax, US GAAP, Financial Reporting, Accounting
Education
Golden Gate University 2003 — 2005
Graduate Certificate in International Taxation, Tax Law/Taxation
University of Puget Sound 1983 — 1987
Bachelor's degree in accounting, Accounting
Investor's Business Daily May 2009 - Present
Green Hasson & Janks August 2005 - April 2009
Armanino McKenna LLP September 2003 - July 2005
Armanino McKenna LLP February 2001 - September 2003
Skills
Auditing, Internal Controls, Financial Reporting, GAAP, Financial Analysis, Accounting, Financial Accounting, US GAAP
Education
University of California, Los Angeles 1992 — 1997
B.A., Economics
SYNNEX June 2014 - Present
Super Micro Computer, Inc. November 2012 - June 2014
Armanino McKenna LLP March 2008 - November 2012
Frank, Rimerman + Co. LLP September 2002 - March 2008
Skills
Revenue Recognition, Accounting, SEC filings, Internal Controls, Auditing, US GAAP, Financial Reporting, Consolidation, Financial Statements, 10Q, CPA, Sarbanes-Oxley Act, Financial Accounting, GAAP, Tax, Financial Analysis, XBRL, SEC Filings, Sarbanes-Oxley
Education
San Jose State University 2001 — 2002
MS, Accountancy
East China University of Science and Technology 1989 — 1993
BS, English
Evotec August 2012 - Present
Self Empolyed October 2011 - August 2012
UNIVERSITY OF CALIFORNIA, BERKELEY EXTENSION March 2011 - October 2011
Self Employed July 2009 - March 2011
Armanino McKenna LLP March 2007 - July 2009
City of Livermore June 1996 - March 2007
Skills
Microsoft Exchange, Microsoft SQL Server, Active Directory, Cisco VPN, Microsoft Office, Crystal Reports, Firewalls, Sonicwall, MS Project, Operating Systems, Routing, Adobe Acrobat, SCO Unix, SharePoint, Windows, HTML, Network Security, Project Management, Windows Server, Networking, VPN, Troubleshooting, Information Technology, Group Policy
Education
University of San Francisco 2003 — 2006
BS, Information Systems
Armanino McKenna LLP January 2007 - Present
Electronic Arts 2003 - 2005
Education
California State University-East Bay 2007 — 2009
Bachelor Degree, Business Administration, focus on Accounting & Finance
University of California, Berkeley 2002 — 2005
Bachelor Degree, Cognitive Science
Culinary Eye Catering and Events July 2014 - Present
UC Santa Cruz September 2013 - Present
My eBay Store November 2012 - August 2013
Stephen's Pasta Cafe August 2007 - February 2012
Armanino McKenna LLP 2009 - 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Data Entry, Biological Survey, Customer Service, Photography, Plant Identification
Education
University of California, Santa Cruz 2013 — 2016
Bachelor of Science (B.S.) and Bachelor of Art (B.A.), Geological and Earth Sciences/Geosciences
Diablo Valley College 2008 — 2010
General Education
Armanino McKenna LLP November 2007 - March 2009
Ray Morgan Company October 2004 - June 2007
Education
California State University-Chico 2000 — 2006
BS, Business Administration - Accounting
Armanino McKenna LLP Director, Professional ServicesCambridge Technology PartnersJanuary 1994 - January 2000
Skills
Business Process, ERP, Microsoft CRM, Accounting, Sarbanes-Oxley Act, Business Analysis, Business Intelligence, Professional Services, Financial Reporting, Project Management, Microsoft Dynamics
Education
Pepperdine University
Masters, Business Administration
University of Michigan
BS, Computer Science
East Bay Professional Experience Network (EB PEN) August 2009 - Present
Armanino McKenna LLP February 2007 - August 2009
Skills
Accounting, QuickBooks, Financial Accounting, Financial Reporting, Revenue Recognition, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, General Ledger, GAAP, Auditing, SEC filings, Financial Statements, CPA, Great Plains Software, Fixed Assets, Sarbanes-Oxley, Consolidation, Tax, Accounts Payable
Education
Ottawa University 1965 — 1969
BA, Accounting
Armanino McKenna LLP Audit AssociatePricewaterhouseCoopersAugust 2005 - October 2006
Education
University of California, Santa Cruz 2001 — 2005
Bachelors, Business Management Economics
HPM Networks April 2010 - Present
Armanino McKenna LLP December 2007 - March 2010
Seven Bridges Golf Club August 2004 - November 2007
Ford of Dublin August 2003 - November 2007
Education
Academy of Art University 2001 — 2003
New Media, Graphic Design, Web Design
Armanino McKenna LLP October 2010 - Present
Alvarez & Marsal September 2009 - September 2010
Ernst & Young November 2006 - July 2009
Deloitte January 1991 - November 2006
Education
San Joaquin College of Law 1992 — 1995
MS Taxation, Taxation
San Diego State University-California State University 1988 — 1989
MBA, Finance / Management
California State University, Fresno 1982 — 1986
BS Finance, Finance / Management
Burr Pilger Mayer November 2012 - Present
Armanino McKenna LLP October 2009 - November 2012
Skills
Accounting, Financial Reporting, Revenue Recognition, Auditing, SEC filings, Assurance, Financial Accounting, Financial Analysis, GAAP, Internal Controls, SEC Filings, US GAAP
Education
San Francisco State University 2005 — 2009
BS, Accounting, Dean's List Honoree
Oracle August 2014 - Present
Oracle March 2013 - August 2014
Oracle June 2010 - March 2013
Oracle 2009 - July 2010
American Express August 2009 - November 2009
Cisco Systems 2008 - 2008
Armanino McKenna LLP June 2006 - September 2007
Skills
Business Intelligence, SaaS, Cloud Computing, Solution Selling, Enterprise Software
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration: Finance & Marketing/Sales
TysellCrouse Inc. June 2013 - Present
Rothstein Kass November 2011 - January 2013
Spiegel Accountancy Corp June 2010 - May 2011
Armanino McKenna LLP February 2008 - June 2010
arcadia homes 2006 - 2008
Signature Properties 2004 - 2006
Lennar 2002 - 2004
Catellus Development Corporation 2001 - 2002
Brookfield Homes 2000 - 2001
Braddock and Logan Services,Inc 1998 - 2000
Skills
Accounting, Auditing, Financial Reporting, Project Management, Team Building, Real Estate, Financial Analysis, Real Estate Development, Tax, Finance, Forecasting, Due Diligence, GAAP, Financial Modeling, Budgets, Leadership, CPA, Internal Controls, Financial Statements, Sarbanes-Oxley Act, SEC filings, US GAAP
Education
California State University-East Bay 1982 — 1987
BS, Accounting, Marketing
Armanino McKenna LLP January 2010 - Present
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Accounting
Acxiom January 2014 - Present
Addo Communications September 2012 - January 2014
Silver Spring Networks May 2010 - September 2012
Ernst & Young October 2008 - May 2010
Eames & Associates March 2008 - October 2008
Ernst & Young June 2007 - August 2007
Skype September 2006 - December 2006
Armanino McKenna LLP June 2004 - September 2006
Education
Santa Clara University - Leavey School of Business 2004 — 2008
BSC - Honors, Accounting and Finance
The J.M. Smucker Company August 2011 - Present
Armanino McKenna LLP August 2010 - October 2011
Cadence Design Systems 2001 - 2003
Organic Inc. December 1999 - 2001
Deloitte March 1998 - December 1999
SAP 1996 - 1998
Unilever HPC 1993 - 1996
Skills
Business Analysis, Business Process..., Consulting, Cross-functional Team..., ERP, Process Improvement, Project Management, Supply Chain, Strategy, Marketing, CRM
Education
Fordham Gabelli School of Business
MBA, International Management
Michigan State University
Bachelor, Material Logistics Supply Chain Management
Mission Hills Church September 2012 - Present
PLAYTIME, LLC August 2011 - September 2012
Sutter Pacific Medical Foundation October 2010 - August 2011
Telecare Corporation February 2010 - October 2010
Sutter Connect July 2006 - February 2010
Armanino McKenna LLP June 2004 - July 2006
Skills
Financial Analysis, Microsoft Excel, Healthcare, Budgets, Microsoft Office, Process Improvement, Financial Reporting, Customer Service, Accounting, Writing, Discipleship, Account Reconciliation, Month End Close, Leadership
Education
Denver Seminary 2011 — 2017
Masters of Divinity
Jerusalem University College 2010 — 2010
Certificate, Jesus and His Times
Koinonia Graduate School of Theology 2008 — 2010
New Testament
CSU Hayward 1999 — 2004
BS, Business Admin option Acctg
Morgan Autism Center August 2014 - Present
Resources Global Professionals January 2013 - Present
DynCorp International January 2012 - December 2012
US Treasury June 2009 - August 2010
Armanino McKenna LLP May 2007 - August 2008
SNC (Sierra Nevada Corporation) March 2006 - May 2007
Grant Thornton LLP September 2004 - March 2006
Space Systems Loral March 2000 - September 2004
United Technologies February 1989 - March 2000
DOD (U.S. Department of Defense) March 1984 - January 1989
Skills
Accounting, Auditing, Internal Controls, Tax, Financial Analysis, Internal Audit, Financial Accounting, GAAP, Cost Accounting, Account Reconciliation, Sarbanes-Oxley, Featured Seminar..., Adjunct Professor:...
Education
National University 1981 — 1983
BBA, Accounting
National University 1980 — 1981
MBA, Business Administration
National University 1977 — 1979
BBA, Business Management
Hayner, Hayner, Miller & Crist LLP November 2005 - Present
Gregory, Sharer & Stuart September 2004 - September 2005
Bealls January 2004 - September 2004
Armanino McKenna LLP January 2003 - December 2003
Andersen January 1997 - December 2002
Skills
Tax Preparation, Accounting, Tax, SEC filings, Corporate Tax, Tax Accounting, Income Tax, CPA, Management, Financial Accounting, Auditing, QuickBooks, Strategic Financial..., Strategic Planning, Internal Controls, Accounts Receivable, Financial Reporting, Tax Law, Nonprofits, Estate Planning, Financial Analysis
Education
UCSB 1995 — 1996
BA, Economics/Acctg
Bureau of Land Management October 2012 - Present
Wente Family Estates September 2011 - July 2012
Armanino McKenna LLP January 2009 - July 2011
Armanino McKenna LLP January 2009 - July 2011
US Navy January 1998 - January 2004
Skills
Financial Reporting, Accounting, Account Reconciliation, Auditing, Financial Accounting, General Ledger, GAAP
Education
SFSU 2006 — 2008
Bachelor of Science (BS), Accounting
Moore Stephens Wurth Frazer and Torbet, LLP December 2007 - June 2011
Armanino McKenna LLP September 2005 - December 2007
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts, Economics
Southwestern Energy May 2014 - Present
Southwestern Energy August 2011 - April 2014
Direct Energy June 2010 - August 2011
Ernst & Young November 2004 - May 2010
Fitts, Roberts & Co., P.C. September 2003 - October 2004
Armanino McKenna LLP September 2002 - August 2003
US Army November 1996 - November 2001
Skills
Auditing, SEC filings, Internal Controls, US GAAP, Financial Reporting, Sarbanes-Oxley Act, GAAP, Financial Accounting, Consolidation, External Audit, Income Tax, Corporate Tax Planning, Accounts Payable, Accounts Receivable, Inventory Accounting, Tax Accounting, Project Accounting, CPA
Education
California State University-Hayward - School of Business and Economics 2002 — 2003
Master of Business Administration (MBA), Finance, 3.5
University of Maryland University College 1999 — 2001
Bachelor's degree, Accounting, 3.5
Edward Jones August 2003 - Present
armanino mckenna llp August 1999 - October 2002
Skills
Retirement Planning, Wealth Transfer Planning, Risk Analysis
Education
Saint Mary's College of California 1995 — 1999
BS, Accounting
Bay Area Business Solutions 2007 - Present
Sensiba San Filippo LLP May 2006 - January 2007
Armanino McKenna LLP January 2004 - April 2006
RINA Accountancy Corporation January 2002 - June 2003
Arthur Anderson, LLP December 2000 - December 2001
Malloy Enterprises 1990 - 1998
Skills
Strategic Planning, Auditing, Accounting, Tax Advisory, Sales Management, Operations Management, Business Tax Planning, QuickBooks, Marketing Strategy, Tax Preparation, Financial Accounting
Education
CSU Chico 1998 — 2000
Bachelor of Science (BS), Accounting
Weibel Elementary School June 2011 - Present
Armanino McKenna LLP April 2008 - Present
Goldin Peiser & Peiser, LLP December 2004 - March 2008
Education
The University of Texas at Arlington 2003 — 2004
Master, Accounting
Beijing Tech and Business University 1998 — 2000
Master, Economics
Lending Club August 2011 - June 2013
Armanino McKenna LLP July 2008 - November 2009
Armanino McKenna LLP October 2007 - June 2008
Blanding Boyer & Rockwell, LLP 2006 - 2007
Education
University of California, Berkeley
Economics
Deloitte Tax LLP July 2014 - Present
Deloitte Tax LLP July 2014 - Present
Deloitte Tax LLP June 2013 - August 2013
Armanino McKenna LLP June 2012 - August 2012
Brigham Young University August 2008 - April 2009
Education
Brigham Young University 2007 — 2013
Master's Degree, Accounting
Neeka Accountancy 2011 - 2012
St. Andrew Catholic Church 2011 - 2011
Accountemps 2009 - 2010
Robert Half International 2004 - 2009
Stanford University 2000 - 2003
Ceon Corporation 1998 - 2000
Franklin Templeton Investments 1997 - 1998
Armanino McKenna LLP 1992 - 1997
Education
California State University-Hayward
Business of Science, Accounting
Agilent Technologies, Inc October 2014 - Present
Xilinx, Inc. October 2011 - October 2014
Armanino McKenna, LLP August 2008 - October 2011
Hewlett-Packard February 2001 - August 2008
Blum & Tripp, CPA March 1998 - February 2001
Weber, Sanford, & CO January 1996 - March 1998
Education
San Jose State University
Bachelor of Applied Science (B.A.Sc.), Accounting