Deloitte Company
Industry: Company
DescriptionDeloitte Touche Tohmatsu Limited, commonly referred to as Deloitte, is a multinational professional services network. Deloitte is one of the "Big Four" accounting organizations and the largest professional services network in the world by revenue and number of professionals. CEO: Punit Renjen (Jun 1, 2015–) Headquarters: London, United Kingdom Revenue: 43.2 billion USD (2018) Number of employees: 286,200 (2018) Subsidiaries: Deloitte UK, Monitor Deloitte,
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Deloitte Employees
Deloitte August 2014 - Present
Deloitte August 2011 - August 2014
USD Center for Diversity and Inclusion March 2011 - June 2011
Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, Accounting, GAAP, SEC filings, External Audit, Assurance, Financial Analysis, Financial Reporting, CPA, Financial Accounting, Financial Modeling, Auditing, Microsoft Excel, Revenue Recognition, Cash Flow, Business Valuation, Accruals, Due Diligence, Financial Statements, Finance, Consolidation, Big 4, Tax, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Renewable Energy, Energy Industry, DCF Valuation, Real Estate Valuation, Financial Statement..., Consulting, Financial Services, Microsoft Office, Appraisals, SEC Filings
Education
University of San Diego 2007 — 2011
BA, Accounting
Bellarmine Preparatory School 2003 — 2007
Deloitte August 2015 - Present
Deloitte September 2014 - August 2015
Deloitte September 2013 - August 2014
Sempra Energy June 2012 - May 2013
USD Paralegal & Test Preparation January 2012 - May 2012
USD School of Business Administration September 2009 - May 2011
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Management of..., Microsoft Word, Positive Work..., Customer Service, PowerPoint, Cross-functional Team..., Social Media, Accounting, Social Networking, Leadership Development, Event Planning, Research, Time Management, Leadership, Financial Analysis
Education
University of San Diego 2009 — 2013
Bachelor's Degree, Accounting and Finance
Enumclaw High School 2005 — 2009
ICF International October 2014 - Present
Deloitte 2012 - July 2014
SPG Solar January 2011 - December 2011
Retail Energy Advisors LLC January 2009 - January 2011
Ventyx (an ABB company) 2003 - 2009
Global Energy Decisions 2003 - 2009
SunGard 2001 - 2003
Skills
Renewable Energy, Energy, Solar, Energy Efficiency, New Business Development, Photovoltaics, Contract Negotiation, Strategic Planning, Business Strategy, Negotiation, Team Building, Sustainability, Account Management, Customer Relations, Sales Management, Competitive Analysis, International Sales, Start-ups, Smart Grid, Management Consulting, Forecasting, Salesforce.com, Program Management, Problem Solving, Energy Management, Consultative Selling, International Business, Process Improvement, Contract Negotiations, Team Leadership, Business Planning, Enterprise Software, Marketing Strategy, Solar Energy, Business Development, Selling, Customer Service, Strategy, Risk Management, Product Management, Consulting, Strategic Partnerships, CRM, Marketing, Sales, Analytics, Project Management, Proposal Writing, Cleantech, Executive Management
Education
The American School in London
High School Diploma
University of San Diego
Bachelor of Arts (B.A.), Intl. Relations, Business Administration
Deloitte September 2015 - Present
West Contra Costa Youth Soccer League April 2010 - Present
SEPHORA October 2014 - August 2015
Accounting and Business Services, USF November 2012 - August 2015
Deloitte June 2014 - August 2014
Kong Law Offices May 2013 - September 2013
Accounting and Business Services, USF January 2012 - November 2012
Gap Inc./Banana Republic November 2011 - February 2012
Accounting and Business Services, USF August 2011 - January 2012
Bliss Esthetics November 2010 - November 2011
Skills
Microsoft Excel, Data Entry, Microsoft Office, PowerPoint, Customer Service, Accounting, Microsoft Word, Accounts Receivable, Team-oriented, Outlook, Spreadsheets, Invoicing, Accounts Payable, Time Management, Teamwork
Education
University of San Francisco 2011 — 2015
Bachelor's Degree, Accounting and Finance
Hercules High School 2008 — 2011
High School Diploma
Wealth Alliance March 1999 - Present
Wealth Alliance Tax July 2013 - Present
FPA San Diego January 2013 - 2015
Deloitte 1995 - 1999
Skills
Wealth Management, Strategic Financial..., Investments, Retirement, High Net Worth..., Alternative Investments, Investment Advisory, Asset Managment, Retirement Planning, Investment Strategies, Asset Allocation, Estate Planning, Wealth, Financial Planners, Financial Advisory, Securities, Portfolio Management, IRAs, Series 7, Asset Management, 401k
Education
University of San Diego 1991 — 1995
B.A. Accounting, Finance and Accounting
SACS
Deloitte September 2015 - Present
GROW Partners March 2014 - February 2015
Deloitte August 2014 - August 2014
Deloitte June 2014 - July 2014
Bainbridge Capital September 2013 - March 2014
Voyant Advisors LLC March 2013 - September 2013
Skills
Financial Analysis, Mergers & Acquisitions, Corporate Finance, Management, Team Leadership, Work Ethic, Financial Modeling, Investments, Public Speaking, Investment Banking, Valuation, Hedge Funds, Java, Financial Reporting, Equities, Capital IQ, Trading, Derivatives, Capital Markets, Strategy, Xcode, Due Diligence, Private Equity, Entrepreneurship, Market Research, Bloomberg, Endowments, Competitive Analysis, Research
Education
University of San Diego School of Business Administration 2011 — 2015
Bachelor's Degree, Accounting and Finance, Senior
Deloitte September 2015 - Present
University of San Francisco September 2013 - May 2015
Deloitte June 2014 - August 2014
Dolby Laboratories March 2013 - June 2014
University of San Francisco February 2012 - March 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Accounting, Financial Forecasting, SAP BI, SAP BPC, Outlook, SAP ERP, QuickBooks, Budgets, Forecasting, Analysis
Education
University of San Francisco 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Deloitte August 2013 - Present
Deloitte January 2012 - August 2013
Skills
Microsoft Excel, Security Clearance, Microsoft Word, PowerPoint, Data Analysis, Microsoft Office, Spanish
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration, Finance
Jen Walker, LLC December 2010 - Present
Kreuzberger Associates March 2006 - November 2010
Resources Global Professionals June 2003 - March 2006
Deloitte June 2000 - August 2001
Deloitte Consulting September 1989 - June 2000
Peterson & Co. Consulting February 1988 - September 1989
Electronic Data Systems October 1984 - February 1988
Skills
Management Consulting, Business Systems..., Project Execution, Project Implementation, Project Portfolio..., Business Analysis, Business Management, Business Process Design, New Business Development, Client Relationship..., Client Service, Account Management, Business Strategy, ERP, Team Leadership, Executive Coaching, Executive Search, Technical Recruiting, Contract Recruitment, Recruitment/Retention, Graduate Recruitment, Mentoring, Program Management, Problem Solving, Team Building, Consultancy, Consumer Products, Healthcare, Software Implementation, Biotechnology, Telecommunications, high technology, Professional Services, Analytics, Accounting, Search, Business Process..., Talent Acquisition, Business Transformation, Organizational Change, Change Management, Process Improvement, Strategy Development, IT Strategy, Acquisition Integration, Business Intelligence, CRM, Strategy, Business Development, Business Process
Education
University of San Diego 1979 — 1984
BBA, Business Administration; Computer Science
Netflix April 2014 - Present
Netflix September 2012 - April 2014
Netflix October 2011 - September 2012
Netflix June 2011 - October 2011
Synthetic Genomics January 2010 - June 2011
Deloitte September 2007 - January 2010
LarsonAllen May 2006 - September 2006
Goby Exchange September 2001 - September 2005
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategic Planning, Business Strategy, Competitive Analysis, Due Diligence, Market Research, Forecasting, Budgeting, Accounting, SEC reporting, Audit, SOX, Internal Controls, Excel, PowerPoint, Budgets, Strategy, Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC filings, Financial Reporting, Analysis, Auditing
Education
University of San Diego 2003 — 2007
B.S., Accounting, Emphasis in Finance
St. Clare's College, Oxford, England
History, Philosophy
Hopkins H.S.
Accenture December 2013 - Present
Sacramento Children's Home January 2007 - Present
Clean Slate Band January 2001 - Present
Cambria Solutions October 2011 - December 2013
Cisco Systems April 2010 - August 2011
Deloitte November 2004 - April 2010
Cisco Systems July 1996 - November 2004
Progress Software December 1995 - July 1996
Wang Laboratories March 1984 - November 1995
US Navy February 1977 - February 1984
Skills
Solution Selling, Program Management, Public Sector, Government, Sales Enablement, Strategic Planning, Business Development, Management Consulting, Contract Negotiation, Sales, Change Management, Enterprise Software, Integration, Business Strategy, Business Process..., IT Strategy, Business Analysis, Leadership, Virtualization, Project Management, SaaS, Unified Communications, Management, Strategy, Data Center, Business Transformation, Professional Services, Managed Services, Strategic Partnerships, Cloud Computing, New Business Development, Channel, Start-ups, Organizational..., Salesforce.com, Enterprise Architecture, Business Alliances, Business Planning, Process Improvement, Consulting, CRM, Cross-functional Team..., Business Intelligence, Project Portfolio..., Business Process, Business Process..., Outsourcing, Information Technology, Governance, PMP
Education
University of San Francisco
Bachelor of Science (BS), Organizational Behavior & Leadership
Quantcast April 2015 - Present
Quantcast July 2014 - April 2015
SOASTA, Inc. November 2013 - July 2014
KPMG October 2011 - November 2013
Torero Laundry Services LLC July 2010 - January 2011
KPMG May 2010 - August 2010
Deloitte May 2008 - August 2008
Thomas West, Inc. May 2007 - August 2007
Skills
Accounting, Auditing, Financial Accounting, Sales Process, Prospect Qualification, Start-ups, Internal Controls, Management, Microsoft Excel, Accounts Payable, Salesforce.com, Sales, Customer Satisfaction, Sales Presentations, Event Marketing Strategy, Fixed Assets, Finance, Financial Reporting, Sarbanes-Oxley, Corporate Finance, Financial Statements, Sarbanes-Oxley Act, SEC filings, Digital Media, Digital Strategy, Online Advertising
Education
University of San Diego 2007 — 2011
BAcc, Accounting
University of Virginia 2009 — 2009
Business, Global Studies
Woodside High School 2003 — 2007
Cushman & Wakefield July 2015 - Present
CBRE December 2013 - July 2015
Deloitte September 2011 - November 2013
City of Irvine May 2010 - August 2010
The Coca-Cola Company June 2009 - August 2009
Skills
Accounting, Financial Analysis, Financial Reporting, Real Estate, Commercial Real Estate, Capital Markets, Financial Modeling, Microsoft Excel, Leadership
Education
University of San Diego 2007 — 2011
Bachelor of Science, Accounting with an emphasis in Finance/Real Estate
AOL February 2014 - Present
AOL February 2013 - January 2014
AOL August 2011 - January 2013
AOL September 2010 - August 2011
Citigroup 2009 - 2009
Steria June 2005 - August 2008
Deloitte 2008 - 2008
Skills
Business Analysis, Business Intelligence, Financial Modeling, Project Management, CRM, Project Planning, Strategy, Financial Analysis, Cross-functional Team..., Competitive Analysis, Business Analytics, Business Development, Leadership, Forecasting, Analysis, Management, Financial Management, Marketing ROI, Project Portfolio..., comScore, Predictive Analytics, Business Valuation, Business Planning, Strategic Financial..., Strategic Planning, Social Media, Financial Planning, ROI development, Social Media Marketing, Project Execution, Business Objects, P&L Management, Partner Management, Strategic Partnerships, Business Strategy, Analytics
Education
University of Rochester - Simon Business School 2009 — 2010
MBA, Finance and Corporate Accounting
International Institute of Information Technology 2001 — 2005
B.Tech, Computer Science and Engineering
The Assam Valley School 1999 — 2001
ISC, Science(High School)
Integris Partners July 2012 - Present
Deloitte September 2009 - July 2012
Solar Turbines March 2008 - December 2008
Education
University of San Diego 2005 — 2009
BA, Accounting
Service Systems Associates April 2015 - Present
Caitlin Arnold Weddings and Events November 2014 - May 2015
University of San Francisco January 2015 - April 2015
University of San Francisco - Events Management and Guest Services September 2013 - December 2014
Deloitte June 2014 - July 2014
University of San Francisco - Events Management and Guest Services January 2013 - September 2013
Four Seasons Hotels and Resorts May 2013 - August 2013
Music@Menlo June 2012 - August 2012
Ridgewells Catering June 2012 - June 2012
Macy's May 2011 - August 2011
Skills
Event Planning, Event Management, Catering, Hospitality, Sales, Food Service, Menu Development, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Leadership, Public Speaking, Facebook, Management
Education
University of San Francisco 2011 — 2015
B.S. Business Administration, Hospitality Industry Management and Accounting
The King's Academy 2004 — 2011
Travelers March 2015 - Present
Liberty Mutual Insurance January 2013 - March 2015
ChinaSF March 2012 - January 2013
Arthur J. Gallagher & Co. June 2012 - August 2012
Deloitte June 2011 - July 2011
CA Small Business Development Center February 2011 - April 2011
Euroclear August 2010 - August 2010
Ascent Partners May 2010 - June 2010
East West Bank June 2009 - August 2009
United Commercial Bank April 2009 - April 2009
Skills
Management, Banking, Leadership, Underwriting, Data Analysis, Insurance, Portfolio Management, Relationship Management
Education
University of San Francisco 2009 — 2012
B.S., Business Management and International Business
University of San Diego June 2000 - Present
Sharp HealthCare August 1993 - June 2000
Deloitte June 1988 - August 1992
Skills
Financial Analysis, Budgets, Accounting, Financial Modeling, Financial Reporting, Finance, CPA, Leadership Development, Strategic Planning, US GAAP
Education
University of San Diego 2004 — 2005
M.S., Accounting & Financial Management
University of San Diego 1984 — 1988
B.S., Business Administration, Accounting
Deloitte & Touche May 2014 - Present
Deloitte & Touche June 2010 - April 2014
Deloitte September 2005 - November 2011
Skills
Innovation, Facilitation, Design, Enterprise Risk..., Audit, Assurance, External Audit, Management Consulting, Due Diligence, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Risk, Risk Management, Mergers & Acquisitions, Workshop Facilitation, Strategy, Business Strategy, Program Management, Management
Education
University of San Francisco 1990 — 1994
Bachelor of Science, Business Administration
De La Salle High School
BookedOut™ January 2014 - Present
Method Models 2013 - December 2014
Deloitte September 1992 - February 2008
Deloitte March 1989 - November 1992
Education
University of Rochester 1983 — 1987
Towers Watson September 2011 - Present
Deloitte June 2006 - July 2011
Deloitte January 2001 - January 2006
Deloitte January 1999 - January 2001
DELL CORPORATION January 1997 - January 1999
Skills
Strategy, Strategic Communications, Social Media, Program Management, Business Development, Marketing Strategy
Education
University of San Diego 1993 — 1997
BBA, Business Administration
Deloitte September 2015 - Present
Deloitte September 2014 - August 2015
Deloitte September 2013 - August 2014
Deloitte June 2012 - August 2012
New York City Law Department 2010 - 2011
St. Francis Hospital 2007 - 2009
Skills
German, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Research, Customer Service, Spanish
Education
University of San Diego 2009 — 2013
Bachelor of Accountancy, Summa Cum Laude
IES Abroad Vienna - Universität Wien 2011 — 2011
International Business, German
The Mary Louis Academy 2005 — 2009
High School Diploma
University of Rochester August 2015 - Present
Deloitte May 2012 - July 2014
Unique Engineering Constructions June 2011 - April 2012
St. Paul’s Residential School October 2010 - May 2011
Karvy Global Services Limited July 2010 - September 2010
Skills
Corporate Finance, Financial Reporting, Financial Analysis, Financial Modeling, Equity Research, DCF Valuation, Strategic Planning, Management Consulting, International Tax, Forecasting, Business Valuation
Education
University of Rochester - Simon Business School 2014 — 2015
Master’s Degree, MS Finance
Loyola Academy Degree and P.G. College 2007 — 2010
Bachelor of Commerce
Deloitte August 2014 - Present
Deloitte July 2011 - August 2014
Deloitte July 2008 - July 2011
Deloitte July 2006 - July 2008
Skills
Tax Accounting, Corporate Tax, Tax, Big 4, SEC filings, Tax Research, Accounting, Valuation, GAAP, International Tax, Sarbanes-Oxley Act, SEC Filings, Income Tax, CPA
Education
University of San Diego 2005 — 2006
Master's degree, Accounting and Finance
University of San Diego 2002 — 2006
Bachelor's degree, Accounting
Central Millwork LLC. January 2015 - Present
Deloitte June 2013 - January 2015
Deloitte May 2012 - May 2013
General Electric January 2010 - July 2012
General Electric January 2008 - April 2010
Skills
Leadership, Strategic Financial..., Business Strategy, Finance, Leadership Development, Strategic Planning, Accounting, Forecasting, Financial Analysis, Management, Analysis
Education
University of San Francisco 2005 — 2007
B.A., Financial Economics
NBCUniversal, Inc. August 2012 - Present
Deloitte September 2011 - August 2012
Deloitte September 2010 - August 2011
Deloitte September 2008 - August 2010
Skills
Auditing, Microsoft Excel, Business Process, Risk Assessment, PowerPoint
Education
University of San Diego 2004 — 2008
Bachelor of Accountancy, Accounting
Avalara January 2015 - Present
ProductCamp Portland March 2012 - Present
AudaExplore January 2013 - December 2014
Adaptu, LLC. May 2012 - January 2013
Thomson Reuters - Sabrix 2007 - March 2012
Thomson Reuters - Tax Partners 2004 - 2007
Miller Zell 2001 - 2004
Andersen 1999 - 2001
Attorney 1992 - 1999
Deloitte 1989 - 1992
Skills
Software Product..., Product Marketing, Problem Solving, Product Strategy, Product Leadership, Team Leadership, SaaS, B2B software, Pricing, Pricing Strategy, Product Management..., Messaging, Go-to-market Strategy, Product Requirements, Requirements Analysis, Managerial Experience, Requirements Gathering, Business Requirements, Market Requirements..., Competitive Analysis, Market Analysis, Market Research, Outsourcing, Software Lifecycle..., Tax Compliance, Enterprise Architecture, Cloud Computing, User Stories, User Experience, E-commerce, Positioning, Product Lifecycle..., Agile Methodologies, Agile, Strategic Partnerships, Business Process..., Sales Tax, Corporate Tax, Corporate Governance, Risk Management, Legal Affairs, Treasury Services, Cross-functional Team..., Product Evangelism, Product Management, Product Managers, B2B, Management, Enterprise Software, Leadership
Education
University of San Francisco
BBA, Finance / Humanities
University of San Francisco School of Law
JD/MBA, Tax Law
University of San Francisco School of Management
JD-MBA, Finance, Marketing
24 Hour Fitness December 2014 - Present
24 Hour Fitness March 2010 - December 2014
24 Hour Fitness June 2003 - March 2010
Deloitte 1998 - 2003
Skills
Accounts Payable, Accounting, Budgets, Coaching, Customer Service, Finance, Financial Analysis, P, Payroll, Sarbanes-Oxley Act, Strategic Planning, US GAAP, Forecasting, Microsoft Office, SEC filings, Mergers & Acquisitions, Sales, Public Speaking, Management, Analysis, Financial Modeling, Strategy, Training, Marketing, P&L
Education
University of San Francisco 1994 — 1998
BS, Business Administration
California Board of Accountancy
CPA
Deloitte September 2014 - Present
Robbins Geller Rudman & Dowd LLP January 2012 - February 2013
Overlake Golf and Country Club June 2007 - August 2010
425 Grocery Delivery February 2007 - December 2009
Skills
Financial Analysis, Microsoft Office, Public Relations, Social Media, Research, Microsoft Excel, Budgets, PowerPoint, Microsoft Word, Tax, Marketing, Leadership, Accounting, Teamwork, Financial Accounting, Data Analysis
Education
University of Washington 2013 — 2014
Master's Degree in Public Accounting, Taxation Program
University of San Diego 2009 — 2013
Accounting and Finance Double Major
American Specialty Health June 2015 - Present
American Specialty Health March 2012 - May 2015
American Specialty Health June 2009 - March 2012
Deloitte 2006 - June 2009
Lerach Coughlin 2004 - 2006
Deloitte June 2005 - August 2005
Skills
CPA, Auditing, Accounting, Financial Reporting, GAAP, Account Reconciliation, External Audit, General Ledger, Fixed Assets, Healthcare, Corporate Tax, Tax, Tax Accounting, Journal Entries, Financial Analysis, Internal Controls, Microsoft Excel, US GAAP
Education
University of San Diego 2004 — 2006
Masters in Accounting and Financial Management
University of San Diego 2002 — 2006
Bachelor of Accountancy
Air Enterprises April 2013 - December 2014
Agilysys January 2003 - October 2011
Agilysys 2005 - 2008
Agilysys 2003 - 2005
Stern Stewart & Co. 1996 - 2003
Fairchild Associates 1995 - 1996
Accounting Systems & Support Company 1992 - 1993
Deloitte 1989 - 1992
South African Defense Force January 1983 - December 1984
Skills
Strategy, Leadership, Mergers & Acquisitions, Management, Strategic Planning, Valuation, Corporate Finance, Business Strategy, Mergers, Finance, Restructuring, Integration, Financial Modeling, Executive Management, Investments, Managerial Finance, Consulting, P&L Management, Corporate Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1994 — 1995
MBA, Finance
University of South Africa/Universiteit van Suid-Afrika 1989 — 1990
Honours Degree, Accounting
University of the Witwatersrand 1985 — 1988
Bachelor of Commerce, Accounting
Warner Music Group April 2015 - Present
Warner Music Group March 2013 - March 2015
Deloitte August 2011 - March 2013
University of San Francisco August 2010 - May 2011
Financial Architects June 2009 - June 2009
TJ Maxx June 2008 - August 2008
AMC ENTERTAINMENT May 2007 - January 2008
Skills
Microsoft Excel, Spanish, Microsoft Word, Customer Service, Public Speaking, Microsoft Outlook, Business Analyzer, SAP, Research, PowerPoint, Sales, Analysis
Education
University of San Francisco 2007 — 2011
Bachelor of Science, Accounting
Point Mortgage Corporation September 2011 - Present
Point Mortgage Corporation January 2011 - Present
Michele Bellino Long, CPA January 2005 - Present
Michele Bellino Long, CPA October 1994 - November 2011
Michele Bellino Long, CPA January 1994 - January 2005
John Burnham & Company March 1992 - October 1994
John Burnham & Company January 1992 - January 1994
Deloitte January 1990 - March 1992
Deloitte &Touche January 1990 - January 1992
Skills
Internal Controls, QuickBooks, Financial Statements, Accounts Receivable, Payroll, Accounting, Auditing, Cost Accounting
Education
University of San Diego 1987 — 1989
Bachelors, Accounting
University of San Diego
B.B.A
Deloitte August 2015 - Present
Deloitte January 2015 - August 2015
Reitman & Belkin, LLP October 2013 - December 2014
Taube Management Realty, LLC August 2013 - September 2013
University of Rochester September 2012 - January 2013
UW Credit Union January 2011 - March 2012
Ernst & Young July 2011 - August 2011
FAO June 2010 - July 2010
Jet Set Sports June 2008 - August 2008
Skills
Excel, Financial Reporting, Financial Analysis, Teamwork, Financial Accounting, Auditing, Access, Accounting for Health..., Outlook, DCF Valuation, Finance, Tax, Payroll, Internal Audit, Internal Controls, Analysis, Accounting, Leadership, Microsoft Excel, Time Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (M.Sc.), Accountancy
University of Wisconsin-Madison - School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
The High School Affiliated To Renmin University of China 2001 — 2007
Deloitte June 2015 - Present
Prologic First Software April 2012 - August 2014
Schneider Electric September 2005 - March 2012
Skills
Team Leadership, Account Management, Marketing Strategy, Competitive Analysis, Pricing Strategy, Problem Solving, Lighting Control, Brand Development, Event Management, Business Development, Solution Selling, International Sales, Direct Sales, Project Management, Forecasting, Sales Presentations, B2B, Management, Cross-functional Team..., Contract Negotiation, Business Strategy, New Business Development, Market Research, Sales Operations, Pre-sales, Business Analysis, Product Management, Strategy, Project Planning, Business Planning, Start-ups, Marketing Management, Channel Partners, Negotiation, Key Account Management, Market Analysis, Product Marketing, Sales Management, Team Management, Product Launch, Strategic Planning, Automation, Marketing, Product Development, Pricing, Go-to-market Strategy, Telecommunications, Cloud Computing, Manufacturing, Vendor Management
Education
William E. Simon School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
SP Jain, Dubai Academic City 2007 — 2009
eMBA, Marketing
Bits Pillani, Dubai Campus 2001 — 2005
B.E.(Hons), Computer Engineering
EY June 2015 - Present
mZeal Communications, Inc December 2014 - January 2015
Deloitte October 2012 - July 2014
Deloitte September 2011 - September 2012
American Home Mortgage Servicing May 2011 - August 2011
Tata Consultancy Services April 2010 - June 2010
Infosys technologies ltd August 2007 - June 2009
Skills
Risk Management, Valuation, Business Analysis, Requirements Analysis, Team Management, Derivatives, SQL, Capital Markets, Financial Modeling, Finance, SAS, Corporate Finance, Business Intelligence, Integration, Data Analytics, Anti Money Laundering, Fraud Risk Management, Forensic Analysis, Bloomberg Terminal, Capital IQ, Financial Analysis
Education
William E. Simon School of Business 2014 — 2015
Master of Science (MS), Finance
IMT NAGPUR 2009 — 2011
Master of Business Administration (MBA), Finance
JSS Acedemy of Technical Education,Noida 2003 — 2007
Bachelor of Technology (B.Tech.), Electronics and communication
Deloitte September 2015 - Present
The Brady Companies March 2014 - August 2014
The Coca-Cola Company May 2011 - August 2013
Roth Capital Partners June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Access, Retail, Budgets, Inventory Management
Education
University of San Diego 2010 — 2015
Master's degree, Accounting
AwesomenessTV September 2015 - Present
Deloitte September 2012 - September 2015
University of San Diego School of Business Administration May 2011 - August 2012
University of San Diego September 2007 - August 2012
Deloitte June 2011 - August 2011
The Vista May 2009 - May 2011
Alpha Phi January 2010 - January 2011
Alpha Phi January 2009 - January 2010
The Vista September 2008 - May 2009
Skills
Leadership, Analysis, Accounting, Management, Budgets, Contract Accounting, Internal Controls, Teamwork, Microsoft Excel, Forecasting, Journalism, SEC filings, Entertainment Industry, US GAAP, Team Management, Federal Government..., Account Reconciliation, Auditing, QuickBooks, Accounts Receivable, Accounts Payable, PowerPoint, Production Processes, SEC Filings
Education
University of San Diego 2010 — 2012
Masters, Accounting
University of San Diego 2007 — 2011
Bachelor of Science (B.S.), Accounting
Villanova Preparatory High School 2003 — 2007
MG Properties Goup February 2015 - Present
ColRich Communities January 2013 - February 2015
Burnham-moores center of RE 2006 - 2015
Highland Fairview Company November 2011 - January 2013
FLORSHEIM HOMES October 2006 - July 2011
Shea Homes April 2001 - October 2006
S&C COMPANY, INC February 1997 - April 2001
ZAMUCEN & CLOSE, EDR CONSULTING November 1992 - February 1997
TREVI Group January 1990 - November 1992
Deloitte September 1988 - January 1990
Skills
Stakeholder Management, Entitlements, Residential, Construction, Land Use Planning, Restaurants, Land Development, Land, Mixed-use, Zoning, Land Acquisition, Real Estate, Construction Management, Permitting, Condos, Real Estate Development, Site Planning, Subdivisions, Master Planning, Land Use, Single Family Homes, Contractors, Foreclosures, Investment Properties
Education
University of San Diego 1986 — 1988
MBA, Finance
University of San Diego 1980 — 1983
BBA, Accounting
Robert W. Baird & Co. February 2015 - Present
Robert W. Baird & Co. February 2013 - January 2015
Robert W. Baird March 2009 - January 2013
UBS 2004 - 2009
Deloitte 2002 - 2003
ICG Commerce 2001 - 2003
SAP America 1998 - 2001
CTG 1995 - 1998
Education
University of Rochester - Simon Business School 1997 — 1998
MBA, Finance
Take The Lead Consulting January 2000 - Present
Puget Sound Coaching Association 2011 - 2012
Deloitte June 2010 - June 2011
Walmart Talent Development January 2009 - July 2010
Accenture, Inc. Manager, Human Performance September 2005 - January 2007
Northrop Grumman 2002 - 2004
The Ken Blanchard Companies January 1994 - January 2002
Skills
Talent Management, Leadership Development, Change Management, Succession Planning, Employee Engagement, Organizational Design, Strategy, Coaching, Workshop Facilitation, Recruiting, Leadership, Performance Improvement, Management Development, Training, MBTI, Instructional Design, Human Resources, Strategic Planning, Management, Project Management, Business Development, Organizational..., Executive Coaching, Executive Development, Staff Development, Organizational..., Management Consulting, Consulting, Executive Management, Enterprise Software, Project Planning, Training Delivery, Career Development, Culture Change
Education
University of San Francisco 1985 — 1987
BS, Organization Behavior
TT Capital Partners (TripleTree) December 2014 - Present
Deloitte September 2013 - December 2014
Blue Cross Blue Shield of Minnesota May 2011 - August 2011
Education
University of San Diego 2009 — 2013
Bachelor's Degree, Accounting, Honors Program
Edina High School 2005 — 2009
Deloitte June 2014 - August 2014
First Graduate October 2010 - August 2014
Counseling & Psychological Services Center, University of San Francisco September 2010 - June 2014
Beta Alpha Psi-Epsilon Iota Chapter January 2014 - May 2014
Deloitte June 2013 - August 2013
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Office Administration, Cantonese, Cantonese Translation, Community Outreach, Event Planning, Fundraising, Nonprofits, Teamwork, Leadership
Education
University of Southern California 2014 — 2015
Master, Business Taxation
University of San Francisco 2010 — 2014
B.S. Business Adminstration, Major: Accounting
Deloitte & Touche September 2015 - Present
University of San Francisco- Office Of Admissions May 2012 - May 2015
Deloitte June 2014 - August 2014
San Francisco District Attorney's Office June 2013 - August 2013
JP Morgan Summer Program July 2012 - July 2012
Gigya May 2012 - June 2012
Ski 360 April 2011 - August 2011
Elite Music School, Singapore April 2011 - July 2011
Kuo International Ltd March 2011 - April 2011
Singapore Armed Forces, Singapore April 2009 - February 2011
Skills
Public Speaking, Facebook, Salesforce.com, Sales, Customer Service, Equities, Portfolio Management, Leadership, Social Networking, Event Planning, PowerPoint, Social Media, Market Research, Microsoft Word, Microsoft Excel, Microsoft Office, Research
Education
University of San Francisco 2011 — 2015
Business Administration, Accounting/International Business, 3.95, Summa Cum Laude
Geelong Grammar School 2002 — 2008
The Institute for MENA Studies, Inc. July 2014 - Present
United States Naval Academy June 2013 - July 2014
United States Naval Academy July 2011 - June 2013
No Frontiers Biz Inc. January 2010 - July 2011
The College of New Jersey August 2007 - December 2008
Deloitte 2004 - 2005
Skills
Teaching, International Business, University Teaching, International Relations, Policy, Arbitration, Tax, Start-ups, Higher Education, Courts, E-commerce, Government, Policy Analysis, Commercial Litigation, Nonprofits, Leadership Development, Program Management, Theory, Research, Economics, Spanish, Proposal Writing, Translation, Analysis, Lecturing, Public Speaking, Leadership, Foreign Languages, Management Consulting, Public Policy, Organizational..., Administration, Consulting, Politics, Distance Learning, Qualitative Research
Education
University of San Diego School of Law 2001 — 2004
LL M, Comparative Law
Frank, Rimerman + Co. LLP October 2013 - Present
MeLLmo February 2013 - August 2013
University of San Diego August 2009 - August 2013
Deloitte 2012 - 2012
Arizona West Allsports, Inc. May 2009 - August 2011
Reuben H. Fleet Science Center September 2010 - December 2010
Skills
Accounting, PowerPoint, Leadership, Microsoft Excel, Public Speaking, Tax, Microsoft Office, Event Planning, Social Networking, Research, Teamwork, Team Leadership, QuickBooks, Tax Preparation, Corporate Tax, Outlook, Microsoft Word, Marketing, Event Management, Social Media, Blogging, Partnership Taxation, ProSystem fx Tax, Adobe, Public Relations, Social Media Marketing, CCH Research
Education
University of San Diego 2012 — 2013
Master's degree, Taxation
University of San Diego 2009 — 2013
Bachelor's degree, Accounting, Senior
Deloitte September 2014 - Present
AKT LLC June 2012 - August 2012
Wienerschnitzel January 2007 - June 2012
Positive Adventures August 2011 - December 2011
Skills
Accounting, Customer Service, Financial Accounting, Social Media, Auditing, Analysis, Marketing, Fundraising, Customer Satisfaction, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, Public Speaking
Education
University of San Diego 2010 — 2014
Master of Accountancy, Bachelor of Accountancy, Accounting
Notre Dame Academy 2006 — 2010
Deloitte & Touche 1996 - Present
Deloitte 1996 - 2009
Skills
SOX, Financial Reporting, Auditing, Accounting, Technical Accounting, SEC reporting, US GAAP
Education
University of San Diego 1992 — 1996
BAS, Accounting
Geometry Global June 2015 - Present
W2O Group October 2013 - May 2015
Moody's Investors Service May 2013 - October 2013
Deloitte August 2012 - October 2012
Levine, Lofgren, Morris & Engelberg February 2012 - April 2012
Marcus & Millichap June 2011 - August 2011
Delta Sigma Pi September 2010 - December 2010
County of San Diego August 2010 - December 2010
Northwestern Mutual April 2010 - June 2010
Washington Mutual September 2005 - May 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, DCF, ProSystem fx Tax, Adobe Acrobat, Tax Accounting, Photoshop, SEO, Analysis, Social Media Marketing, Business Analysis, Billing Services, Spreadsheets, Presentation Development, Government Accounting, Income Tax, Project Planning, Real Estate, Investments, Finance, Budgets, Due Diligence, Financial Analysis, Tax, Accounting
Education
University of San Diego 2009 — 2012
Bacc Accounting, Accounting with emphasis in Finance
Universidad de Pontifica Comillas 2011 — 2011
Accounting and Finance
Torrey Pines
Torrey Pines
CODA, Inc September 2015 - Present
Collins Pine Company January 2013 - June 2014
Columbia Sportswear June 2008 - April 2011
Deloitte January 2007 - June 2008
Education
University of San Francisco 2003 — 2006
Bachelor of Science, Business (Accounting)
America Reads February 2015 - Present
Clark Construction Group, LLC August 2012 - May 2014
Los Angeles District Attorney July 2013 - August 2013
Deloitte August 2011 - May 2012
Deloitte August 2010 - May 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
University of San Francisco 2014 — 2018
Bachelor's degree, International Business, Freshman
Verbum Dei High School 2010 — 2014
High School Doploma
Airbnb, Booking.com, Wimdu, Flipkey July 2013 - Present
Merck June 2012 - July 2015
Revel Systems February 2014 - May 2014
Marketways April 2012 - May 2012
TUI UK December 2011 - February 2012
Starwood Hotels & Resorts Worldwide, Inc. September 2011 - November 2011
Deloitte July 2010 - August 2010
CYPRIOT NATIONAL GUARD July 2006 - August 2008
Skills
Microsoft Office, Opera, Greek and English, Hotels, Tourism, Event Management, Hospitality, Team Leadership, Microsoft Excel, Business Strategy, PowerPoint, Time Management, Negotiation, Social Media, Public Relations, Data Analysis, Awesomeness, Management, Analysis, Budgets, Teamwork, Strategy, Market Research, Accounting
Education
University of San Diego School of Business Administration 2015 — 2017
MBA, Concentration in New ventures
UNIVESITY OF NOTTINGHAM - Nottingham University Business School 2008 — 2011
2:1 BSc Honours, Management Studies
The Grammar school, Nicosia 1999 — 2006
A-Levels & O-Levels, Economics, Mathematics, Computing, Greek
Bank of Guam August 2014 - Present
Bank of Guam February 2013 - August 2014
Deloitte September 2011 - February 2013
Sempra Energy July 2010 - July 2011
Sempra Energy June 2009 - August 2009
Skills
Auditing, Sarbanes-Oxley, Financial Statements, Sarbanes-Oxley Act, GAAP, Internal Controls, Enterprise Risk..., Financial Accounting, Internal Audit, Accounting, Financial Reporting, Variance Analysis, General Ledger, IT Audit, Finance, US GAAP, Financial Analysis, Microsoft Office
Education
University of San Diego 2006 — 2010
Bachelors of Accountancy, Accounting
Deloitte September 2015 - Present
Stone Brewing Co. May 2015 - July 2015
PwC June 2014 - August 2014
Grant Thornton LLP January 2012 - July 2012
Education
University of San Diego School of Business Administration 2010 — 2015
Bachelor of Accountancy, Overall: 3.88, Major: 4.0
Deloitte Transactions and Business Analytics LLP October 2014 - Present
Deloitte June 2013 - August 2013
Ursinus College January 2011 - May 2012
Ursinus College February 2010 - May 2012
Deloitte, Shanghai, China July 2011 - August 2011
Ursinus College January 2011 - May 2011
Skills
Mandarin, Microsoft Office, Critical Thinking, Public Speaking, SAS, Data Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Qualitative Research, Data Entry, Tutoring, Time Management, Leadership, Financial Analysis, Research
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, Competitive Strategy
Ursinus College 2008 — 2012
Bachelor of Arts (B.A.), Business an Economics
East China Normal University (ECNU)
Deloitte June 2015 - August 2015
State Farm January 2012 - February 2015
Pacific Links June 2014 - August 2014
Kumon North America, Inc. August 2011 - December 2012
Skills
Customer Service, Event Management, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Fundraising
Education
University of San Francisco 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, Junior
Mills High School 2008 — 2011
High School Diploma
Deloitte May 2015 - Present
Deloitte August 2014 - May 2015
Deloitte August 2011 - August 2014
Deloitte October 2009 - August 2011
Skills
Accounting, Financial Modeling, Financial Analysis
Education
University of San Diego 2008 — 2009
Master of Science in Accountancy, Accounting
University of San Diego 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Napa Valley Homes and Design, Inc. April 2006 - October 2010
GATX Capital 1989 - 2000
Deloitte January 1984 - October 1989
Education
University of San Francisco 1980 — 1983
BSBA, Accounting
University of San Francisco
B.S.B.A. - Accounting, Accounting
CityCare LLC January 2015 - Present
Cheos General Contracting August 2008 - Present
Deloitte June 2015 - August 2015
Deloitte June 2014 - August 2014
Deloitte March 2014 - March 2014
PwC March 2014 - March 2014
Skills
Teamwork, Accounting, Microsoft Word, Microsoft Excel, Public Speaking, Management, Customer Service, Leadership, Microsoft Office, Fundraising, PowerPoint, Financial Analysis, Accounts Payable, Financial Reporting, Financial Accounting, Interviews, Teaching, Project Management, Critical Thinking
Education
University of San Francisco 2012 — 2016
Bachelor's Degree, Accounting and Finance, Major GPA: 3.43
Bellarmine College Preparatory 2008 — 2012
High School Diploma
Lot18 September 2013 - Present
Roland Berger Strategy Consultants June 2012 - July 2012
Deloitte June 2010 - July 2010
Delphi June 2009 - July 2009
Skills
Google Analytics, Google Adwords, Digital Marketing, Display Advertising, Search Advertising, Affiliate Marketing, Customer Acquisition, Customer Retention, Email Marketing, Online Marketing, Social Media Marketing, CRM, A/B Testing, E-commerce SEO, Analysis, Microsoft Excel, Microsoft Office, HTML, SQL, Strategy, Consulting, Research, PowerPoint, Accounting, Financial Modeling, Finance, Microsoft Word, Valuation, Teamwork, Data Analysis, Gretl, C++ Language, Mandarin, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Finance, Dean's List
University of Southern California 2008 — 2012
Bachelor of Science (BS), Accounting, Dean's List
University of Southern California 2008 — 2012
Bachelor of Science (BS), Business Administration, Dean's List
Deloitte June 2014 - Present
Education
University of San Diego 2014 — 2015
Master of Science, Taxation
University of San Diego 2011 — 2015
Bachelor’s Degree, Accounting, Alumna
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Finance; Theology and Religious Studies
Deloitte September 2015 - Present
Deloitte June 2014 - August 2014
Towers Watson June 2013 - August 2013
Towers Watson June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Spanish, Time Management, Teamwork, Social Media, Access, Analysis, Microsoft Word
Education
University of San Diego 2011 — 2015
Bachelor of Accountancy
CEA Global Education - Barcelona, Spain 2013 — 2013
Spanish, International Business
Ridgewood High School 2007 — 2011
Tesla Motors July 2015 - Present
Deloitte September 2014 - May 2015
University of San Francisco September 2013 - May 2014
University of San Francisco August 2013 - May 2014
Delta Sigma Pi May 2011 - May 2014
Deloitte June 2013 - August 2013
FDIC May 2012 - May 2013
Delta Sigma Pi May 2012 - January 2013
FDIC May 2011 - May 2012
Transportation Agent Grid December 2010 - February 2011
Skills
Leadership, Public Speaking, Fundraising, Time Management, Teamwork, Customer Service, Research, Microsoft Excel, Accounting, Management, PowerPoint, Analysis, Microsoft Office, Data Analysis, Microsoft Word, Team Leadership, Non-profits, Social Networking, Volunteer Coordination, Social Media, Outlook, Strategic Planning, Event Management, Networking, Organizational..., Market Research, Nonprofits, Business Planning, Financial Analysis, Project Management
Education
University of San Francisco 2010 — 2014
Bachelor’s Degree, Accounting and Business/Management, Cum Laude
Cubic October 2014 - Present
Deloitte October 2012 - Present
Sempra Energy June 2011 - August 2011
San Diego Tax Services January 2011 - April 2011
Los Angeles County Fire Department 2008 - 2011
Skills
Variance Analysis, Microsoft Excel, Accounting, Financial Statements, SEC filings
Education
University of San Diego 2008 — 2012
Accounting, Accounting and Business/Management
Deloitte September 2014 - Present
University of San Francisco January 2014 - May 2014
University of San Francisco School of Management December 2012 - December 2013
Deloitte June 2013 - August 2013
Skills
Native Spanish speaker..., Microsoft Excel, Research, Time Management, Matlab, Mathematics, Quantitative Finance, Customer Service, Public Speaking, PowerPoint, Accounting, Financial Audits, Investments, Community Outreach
Education
University of San Francisco 2010 — 2014
Bachelor's degree, Major: Accounting, Minor: Mathematics, GPA: 3.81
Deloitte September 2014 - Present
Fashion Furniture Rental June 2013 - August 2013
Culver Academies May 2011 - August 2012
COFOCE May 2010 - August 2010
Paradise Lumber and Hardware May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounts Payable, Teamwork, Leadership, Spanish, Sales, Nonprofits, Marketing, Accounting, Social Media, Access, Event Planning, Outlook, Social Networking, Public Speaking, Financial Analysis, Data Analysis
Education
University of San Diego 2010 — 2014
Bachelor's degree, Accounting, Senior
University of Virginia 2012 — 2012
Culver Academies
Culver Academies
Stockbridge Capital Group May 2014 - Present
Deloitte August 2011 - May 2014
Koret Health and Recreation Center July 2009 - August 2011
Deloitte June 2010 - August 2010
Abercrombie & Fitch October 2007 - May 2009
Skills
Auditing, Accounting, Microsoft Word, Microsoft Excel, GAAP, Financial Analysis, Financial Accounting, US GAAP, Excel, Outlook, Word, PowerPoint, Investments, Investment Valuation, Microsoft Office, Financial Reporting, Finance, Internal Controls
Education
University of San Francisco 2007 — 2011
Bachelor of Science in Business Administration, Accounting
The Walt Disney Company 2014 - Present
The Walt Disney Company 2011 - 2014
The Walt Disney Company 2010 - 2011
Deloitte 2008 - 2010
Deloitte 2007 - 2007
Skills
SAP, Variance Analysis, GAAP, Financial Reporting, Excel, Access, Revenue Recognition, Income Statement, Balance Sheet, Microsoft Excel, Auditing, Account Reconciliation, Accounting, Accounts Receivable, Management, Finance, Financial Analysis, Sarbanes-Oxley Act
Education
University of San Diego 2004 — 2008
Bachelor of Science (B.S.), Accounting
Expedia, Inc. December 2014 - Present
Expedia, Inc. June 2013 - December 2014
Deloitte January 2008 - June 2013
Deloitte September 2002 - January 2008
Skills
Valuation, IFRS, US GAAP, Derivatives, Hedging, Accounting, Structured Finance, Capital Markets, Convertible Securities, SEC filings, Securitization, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Risk..., Chartered Financial..., Auditing, Treasury Management, Risk Management, Financial Audits
Education
University of San Diego 1998 — 2002
Bachelor of Science, Accounting
McKesson December 2013 - Present
McKesson November 2010 - Present
Slalom Consulting February 2008 - November 2010
Deloitte 1998 - 2003
Skills
Business Process..., Strategy, Program Management, CRM, Business Intelligence, IT Strategy, Business Analysis, ERP, Management Consulting, Business Process, Consulting, Enterprise Software, Cross-functional Team..., Vendor Management, SAP, Leadership, Project Management, Strategic Planning, Business Transformation, SDLC, Software Development, Integration, Budgets, Solution Architecture, Agile Methodologies, Requirements Analysis, Requirements Gathering, IT Management, SharePoint, Project Portfolio..., Information Technology, Virtualization, PMO, Professional Services
Education
University of San Francisco 1999 — 2001
Masters, Sports Administration
University of Southern California 1981 — 1985
BS, Education
Deloitte September 2014 - Present
Meridian International Center April 2013 - August 2014
LiveAnthems November 2012 - April 2013
Permanent Mission of Israel to the UN June 2012 - November 2012
RuffaloCODY September 2011 - June 2012
Transparency International (Morocco) February 2011 - May 2011
Skills
International Relations, Political Science, Teaching, Volunteer Management, Community Outreach, Intercultural..., Fundraising, Program Development, Research, Social Media, Hebrew, French, Policy Analysis, Nonprofits
Education
University of Rochester 2008 — 2012
BA, International Relations
Solomon Schechter Day School of Essex and Union 2004 — 2008
Diploma
Deloitte June 2012 - Present
American Express June 2011 - August 2011
Accenture June 2007 - June 2010
GE June 2006 - June 2007
Skills
Consulting, Financial Services, Financial Modeling, Process Improvement, MS Project, •Lean/Six Sigma Trained, Mercury Quality Center, Relativity, Finance, Analysis, Competitive Analysis, Management, Quality Center, Program Management, Microsoft Office, Analytics, Data Analysis, Business Valuation, Business Analysis, Leadership, Project Management, Mergers & Acquisitions, Integration, Strategy, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance
Worcester Polytechnic Institute 2002 — 2006
Bachelor of Science, Mechanical Engineering; Project (MQP)
SaaVee Inc 2012 - Present
San Francisco Global Trade Council 2007 - Present
Appointed by the Foreign Minister 2001 - Present
The Commonwealth Club of California 1996 - Present
Women Leaders Group 2013 - Present
San Francisco Consular Corps 2002 - Present
Institute of International Education 2003 - 2006
Tier Technologies 2000 - 2003
Deloitte 1986 - 2000
Deloitte 1986 - 1994
Skills
Public Relations, Strategic Planning, Non-profits, Social Media, Business Development, Fundraising, Research, Business Planning, Connecting People, Corporate Communications, Entrepreneurship, Government, International..., International Relations, Change Management, Leadership, Management, Management Consulting, Marketing Communications, Media Relations, Marketing Management, New Business Development, Negotiation, Policy Analysis, Program Management, Public Policy, Start-ups, Strategy, Team Leadership, Social Media Marketing, Team Building
Education
University of San Francisco 1971 — 1975
BA with Honors
McKesson November 2014 - Present
McKesson Specialty Health April 2010 - October 2014
McKesson October 2008 - December 2009
Oncology Therapeutics Network (OTN), a McKesson Specialty Company November 2006 - September 2008
The Clorox Company October 2004 - October 2006
The Clorox Company April 2004 - September 2004
The Clorox Company January 2003 - March 2004
McKesson October 2000 - January 2003
Deloitte July 1998 - August 2000
Skills
Business Intelligence, SAP, Strategy, Change Management, SAP BW, Business Process, SAP ERP, Software Project..., Program Management, SAP HR, SD, Business Objects
Education
University of San Francisco - School of Management 1995 — 1997
University of San Francisco 1991 — 1995
BBA
Deloitte August 2013 - Present
Deloitte & Touche August 2010 - August 2013
Deloitte & Touche September 2007 - September 2010
Deloitte & Touche September 2006 - August 2007
Deloitte & Touche September 2005 - September 2006
Education
University of San Francisco 2001 — 2005
Cognizant Technical Solutions September 2010 - Present
Deloitte June 2010 - September 2010
Jabil Circuits February 2010 - June 2010
SAP Canada June 2008 - February 2009
Aritzia 2008 - 2009
Illumiti 2007 - 2009
Axon Consulting January 2007 - May 2007
Deloitte 2006 - 2007
Sony/BMG 2006 - 2006
Bayer Inc 2001 - 2004
Education
University of San Carlos 1971 — 1976
Bachelor of Science in Commerce, Accounting
FICO April 2013 - Present
Teradata February 2012 - December 2012
Sony Electronics June 2010 - December 2011
WagerWorks February 2008 - December 2008
Deloitte June 2006 - January 2008
Skills
Finance, Financial Analysis, Sarbanes-Oxley Act, Analysis, Financial Reporting, GAAP, Accounting, Variance Analysis, Financial Accounting, Forecasting, General Ledger, Tax, Business Planning, Budgets, SAP, Strategic Financial..., Microsoft Excel, SQL, Tableau
Education
University of San Francisco 2005 — 2006
BA, Accounting
University of San Francisco 1999 — 2003
BA, Business Administration
Deloitte January 2013 - Present
Deloitte September 2007 - December 2012
Education
University of San Diego 2003 — 2007
Leckey Consulting January 2001 - Present
Deloitte 1990 - 2001
Skills
Project Management, Business Process..., Software Project..., Business Analysis, Analysis, IT Strategy, Management Consulting, Requirements Analysis, Program Management, ERP, Business Intelligence, Integration, Strategy, Requirements Gathering, Business Process, Management
Education
University of Sacramento
BS Accounting
Sempra Energy November 2014 - Present
SDCERA July 2011 - November 2014
Deloitte June 2003 - July 2011
Skills
Sarbanes-Oxley Act, Internal Controls, Risk Assessment, GAAP, Auditing, Internal Audit, SEC filings, US GAAP, Enterprise Risk..., Sarbanes-Oxley, IT Audit, Assurance
Education
University of San Diego 1999 — 2003
Bachelor of Accountancy, Accounting Major - Economics Minor
Deloitte September 2013 - Present
USIS Labat May 2011 - September 2013
IE Discovery, Inc. December 2010 - May 2011
Self-Employed November 2009 - November 2010
Knox Ricksen LLP April 2007 - November 2009
Fight Crime: Invest in Kids 2000 - 2002
Skills
Civil Litigation, Intellectual Property, Litigation, Legal Research, Document Review, Commercial Litigation, Legal Discovery, E-Discovery Consulting, Appeals, Arbitration
Education
University of San Diego School of Law 2002 — 2005
JD, Law
Virginia Polytechnic Institute and State University 1996 — 2000
BA, Communications
Citizens 1st Bank August 2014 - Present
California Business Bank November 2013 - August 2014
Wedbush Bank September 2011 - November 2013
Town & Country Bank January 2011 - September 2011
Deloitte August 2010 - January 2011
Sun West Bank February 2007 - August 2010
California United Bank` February 2006 - February 2007
Banamex USA September 2000 - February 2006
Pacific Mercantile Bank June 1999 - June 2000
CNA Trust August 1996 - June 1999
Skills
Banking, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Lending, Risk Management, Mortgage Lending, Compliance, Consumer Lending, Retail Banking, AML, Small Business Lending, Portfolio Management, Underwriting, Cash Management, Credit Risk, Loan Origination, Treasury Management, Financial Risk, Commercial Mortgages, Lines Of Credit, Operational Risk, Financial Institutions, Private Banking, Financial Services, KYC, Investments, Asset Based Lending, Mortgage Banking, OFAC, Relationship Management, Operational Risk..., Financial Structuring, Structured Finance, USA PATRIOT Act, SBA, Capital Markets, Internet Banking, Financial Analysis, Enterprise Risk..., Corporate Finance, Credit Cards, Finance, Securities, Trade Finance, Branch Management, Anti Money Laundering
Education
University of San Diego 1970 — 1974
BS, Business Administration
Deloitte October 2007 - Present
Deloitte 2007 - Present
Citigroup Financial Services April 1999 - July 2001
Education
University of Rochester 1988 — 1992
Deloitte September 2012 - Present
Novogradac & Company LLP January 2012 - March 2012
San Francisco Federal Credit Union August 2011 - December 2011
Triton Container June 2010 - July 2010
Skills
Microsoft Office, Financial Reporting, Financial Analysis, PowerPoint, Microsoft Excel, QuickBooks, Financial Accounting, Auditing, Accounts Receivable, Account Reconciliation
Education
University of San Francisco 2007 — 2011
Bachelor of Science (B.S.), Accounting & Finance
Investment Banking Institute
Advanced financial analysis, financial modeling and valuation training program
GCT Semiconductor March 2013 - Present
Accretive Solutions February 2007 - March 2013
Sun Microsystems 2000 - 2002
Deloitte 1997 - 2000
Synopsys 1995 - 1997
Cirrus Logic 1993 - 1995
IBM 1984 - 1993
Skills
Acquisition Integration, Sarbanes-Oxley Act, Management Consulting, Mergers & Acquisitions, Mergers, Management, Financial Modeling, Financial Reporting, Auditing, Revenue Recognition, Risk Management, Internal Audit, Contract Negotiation, Internal Controls, Cash Management, SEC filings, Forecasting, Sarbanes-Oxley, Strategic Planning, Process Improvement, Financial Risk, Financial Analysis, Enterprise Risk..., US GAAP, Accounting, IT Audit, Due Diligence, GAAP, Corporate Governance, Consolidation
Education
University of San Francisco 1985 — 1987
BS
Deloitte January 2007 - Present
IRS September 1996 - July 2006
United States Tax Court March 1995 - September 1997
Skills
Tax, Tax Law, Income Tax, Employee Benefits, Tax Accounting, International Tax, Executive Pay, Deferred Compensation, Due Diligence, Mergers, Private Equity, Expatriate Management, Internal Audit, Tax Research, Tax Advisory
Education
University of San Diego School of Law 1991 — 1994
JD, LLM in Taxation
University of Virginia 1987 — 1991
Bachelor's degree, History
Prince George High School 1985 — 1987
Prosper Marketplace June 2014 - Present
Xoom Corporation November 2013 - June 2014
PwC October 2012 - November 2013
Gap Inc. July 2009 - November 2012
Applied Materials January 2006 - July 2009
Deloitte December 2004 - January 2006
Skills
Accounting, Financial Analysis, Risk Management, Auditing, Internal Controls, SOX, Planning, Financial Reporting, Business Strategy, Team Leadership, Strategic Planning, Sarbanes-Oxley Act, Project Planning, Strategy, Budgets, Analysis, Business Process, Process Improvement, SAP, ERP, Finance, Cross-functional Team..., IT Audit, Internal Audit, Management, Project Management, Consulting, Information Technology, Financial Risk, Risk Assessment, Change Management
Education
University of San Francisco 2010 — 2012
Master of Business Administration (M.B.A.) - School of Managment
University of Nebraska
Sun Capital Partners February 2007 - Present
Iris International May 2006 - November 2006
TMB Industries 2000 - 2006
Transportation Technologies Industries, Inc. 1998 - 2005
Fisher Scientific International 1993 - 1998
Deloitte 1985 - 1991
Skills
Turn Around Management, Auditing, Executive Management, Management, Restructuring, Mergers & Acquisitions, Private Equity, Finance, Cash Management, Acquisition Integration, Financial Analysis, Forecasting, Portfolio Management, Business Planning, Mergers, Corporate Finance, Business Strategy, Income Statement, Valuation, Start-ups, M&A experience, Corporate Development, P&L, Venture Capital, Financial Modeling, Team Management, Financial Reporting, Strategic Planning, Due Diligence
Education
University of San Diego 1981 — 1985
BBA, Accounting
Mead Consulting Group July 2015 - Present
AMN Healthcare April 2004 - June 2015
AMN Healthcare January 2001 - April 2004
Deloitte September 1997 - December 2000
Creel, Bryan and Gallagher February 1997 - May 1997
Deloitte July 1992 - December 1996
Skills
Sarbanes-Oxley Act, Sarbanes-Oxley, GAAP, SEC filings, Enterprise Risk..., Internal Controls, Auditing, Financial Analysis, US GAAP, Financial Reporting, IT Audit, Accounting, Revenue Recognition, Financial Accounting, Variance Analysis, General Ledger, Management, Internal Audit, Process Improvement, SEC Filings, Risk Management, Stakeholder Management
Education
University of San Diego 1987 — 1991
Bachelor in Accountancy, Minor in History
Accounting Consultant February 1996 - Present
Project Walk Spinal Cord Injury Recovery January 2010 - January 2014
Deloitte August 1989 - January 1996
Skills
Auditing, CPA, Nonprofits, Corporate Tax, Accounting, Microsoft Excel, Leadership, Public Speaking, Financial Analysis, Strategic Financial..., Fundraising, Finance, Business Strategy, Forecasting
Education
University of San Diego 1985 — 1989
BBA, Accounting
Metacrine, Inc March 2015 - Present
Seragon Pharmaceuticals (acquired by Genentech/Roche) August 2013 - February 2015
Aragon Pharmaceuticals, Inc. (acquired by Johnson & Johnson) July 2012 - August 2013
Zogenix Inc. September 2009 - July 2012
Metabasis Therapeutics August 2006 - September 2009
Discovery Partners Int'l (acquired by Infinity Pharmaceuticals) November 2003 - September 2006
Nanogen 2000 - 2003
Deloitte September 1995 - September 2000
Skills
SEC filings, Accounting, Sarbanes-Oxley Act, Revenue Recognition, Financial Reporting, Auditing, GAAP, US GAAP, Internal Controls, IPO, CPA, Sarbanes-Oxley, Cash Management, Big 4, Biotechnology, Financial Analysis, Mergers, Forecasting, Cost Accounting, FAS 5
Education
University of San Diego 1993 — 1995
B.S., Accounting
University of San Diego 1993 — 1995
BS, Accounting
Mitchell Silberberg & Knupp LLP July 2015 - Present
RP Ventures January 2012 - Present
Richardson & Patel LLP August 1999 - June 2015
Santa Monica Malibu Unified School District November 2010 - December 2014
Deloitte 1991 - 1995
Skills
Securities Offerings, Public Companies, Securities Law, Private Placements, Corporate Transactions, Corporate Law, Corporate Finance, IPO, Mergers, Reverse Mergers, Venture Capital, Private Equity, Angel Investing, Securities Regulation, Start-ups, Bankruptcy, Entrepreneurship, Licensing, Mergers & Acquisitions, Due Diligence, Restructuring, Legal Research, Structured Finance, Securities, Corporate Governance, Intellectual Property, Civil Litigation, Capital Markets, Commercial Litigation, Joint Ventures, Emerging Markets, Mediation, Hedge Funds, Corporate Development, M&A experience, Investments, Cross-border..., Trade Secrets, Acquisitions, Investor Relations, Investment Banking
Education
University of San Diego 1995 — 1998
JD/MBA, Law and Business
University of Southern California 1987 — 1991
BS, Accounting
Ryan, LLC January 2013 - Present
Thomson Reuters October 2007 - December 2012
Deloitte May 1992 - October 2007
Skills
Commerical Real Estate...
Education
University of San Diego 1981 — 1984
Bachelor of Business Administration (BBA), Finance
Point Loma College 1980 — 1981
Deloitte October 2014 - Present
Barakah Investments March 2014 - October 2014
Options2Wealth, LLC March 2014 - October 2014
Deloitte September 2012 - March 2014
Deloitte September 2011 - August 2012
Deloitte September 2010 - August 2011
Hamilton Sundstrand June 2009 - September 2009
Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Financial Statements, External Audit
Education
University of San Diego 2006 — 2010
Master of Science in Accountancy, Accounting
University of San Diego 2006 — 2010
Bachelor of Accountancy, Accountancy
Bank of the West, Wealth Management CEOChambers Family Office2015 - 2015
Dore Family Office May 2008 - May 2013
Neeley Family Office May 1997 - May 2003
Deloitte 1981 - 1989
Skills
Hedge Funds, Investments, Asset Management, Private Equity, Asset Managment, Alternative Investments, Venture Capital, Investment Management, Investment Advisory, Investor Relations, Asset Allocation, Investment Strategies, Wealth Management, Fund Of Funds, Equities, Portfolio Management
Education
University of San Diego 1973 — 1977
Bachelor’s Degree, Accounting
Guild Mortgage Company July 2014 - Present
Guild Mortgage Company May 2013 - July 2014
Squar Milner 2007 - April 2013
Deloitte August 2005 - November 2006
Grice, Lund & Tarkington, LLP January 2005 - July 2005
Education
University of San Diego 2000 — 2004
Bachelor's in Accountancy, Accounting, Spanish
SunEdison June 2015 - Present
Tailgate Development, LLC June 2014 - May 2015
Deloitte & Touche March 2011 - June 2014
Deloitte April 2012 - September 2012
United Technologies June 2009 - August 2009
Skills
Internal Controls, Financial Reporting, Financial Accounting, Financial Analysis, Accounting, Revenue Recognition, Financial Modeling, Corporate Finance, Microsoft Excel, Strategic Financial..., SEC filings, US GAAP, Finance, GAAP, Forecasting, Enterprise Risk..., Auditing, Variance Analysis, CPA
Education
University of San Diego 2006 — 2010
Bachelor of Accountancy, Accounting
Simon Business School, University of Rochester September 2014 - June 2015
Deloitte June 2014 - August 2014
Reckitt Benckiser January 2012 - December 2012
Reckitt Benckiser April 2010 - January 2012
Reckitt Benckiser November 2008 - March 2010
Skills
Business Process, Business Analysis, Project Management, IT Strategy, Cross-functional Team, Customer Insight, Consumer Products, HRIS, Global R&D, Business Acumen, Web Content Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
Anna University - PSG College of Technology 2005 — 2009
B.Tech I.T., Information Technology
Fairview International School 1998 — 2003
High School, Accounts, Commerce, & Advanced Math
Deloitte August 2014 - Present
Guild Mortgage Company December 2013 - March 2014
Education
University of San Diego 2013 — 2014
Master of Science (M.S.), Accounting
University of San Diego 2010 — 2014
Bachelor of Accountancy, Accounting
Airbnb August 2015 - Present
Deloitte June 2013 - July 2015
Deloitte January 2013 - May 2013
Out & Equal Workplace April 2011 - July 2012
Mission Economic Development Agency (VITA Program) January 2012 - April 2012
Mission Economic Development Agency (VITA Program) January 2011 - May 2011
CFO Rick Inc. January 2011 - March 2011
CFO Rick Inc. January 2010 - May 2010
SB 2008 - 2008
Skills
QuickBooks, Microsoft Excel, Microsoft Office, Lacerte, PowerPoint, CCH Intelliconnect, Accounting, Microsoft Word, Financial Statements, Tax Preparation, Financial Reporting, Tax Research, GAAP, Financial Accounting, Financial Analysis, Account Reconciliation, US GAAP, Bookkeeping, Outlook, Pivot Tables, Leadership, Nonprofits
Education
Golden Gate University 2012 — 2013
Master of Science (MS), Taxation
University of San Francisco 2011 — 2012
Bachelor of Science (BS), Accounting, Finance
Deloitte September 2014 - Present
Moss Adams LLP June 2012 - August 2014
McDirmid, Mikkelsen & Secrest January 2008 - May 2012
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis
Education
University of San Francisco 2004 — 2007
Bachelor of Science (BS), Accounting
Lutz & Company January 2010 - Present
Deloitte 2007 - 2007
Grant Thornton LLP 2007 - 2007
Education
Washington University in St. Louis - Olin Business School 2008 — 2009
Master of Accountancy
University of San Diego 2004 — 2008
Bachelor of Business Administration, Accounting, 3.9
Deloitte September 2010 - Present
University of San Francisco January 2008 - May 2010
Perry-Smith LLP July 2009 - August 2009
UNIVERSITY OF SAN FRANCISCO SCHOOL OF LAW August 2007 - January 2008
Education
University of San Francisco 2006 — 2010
Bachelor's degree, Accounting
Deloitte January 2012 - Present
Education
University of San Diego 2010 — 2011
Master's degree, Accounting
University of San Diego 2006 — 2010
Bachelor of Science (BS), Finance, General