DZH Phillips LLP
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DZH Phillips LLP Employees
Employee
Years
Job
Industry
Elaine Cheng Elaine Cheng's DZH Phillips LLP Experience May 2015 - Present
Job Tax Staff Accountant at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP May 2015 - Present
Education
University of California, Davis
B.A., Psychology
Golden Gate University
Master of Accountancy, Accounting
DZH Phillips LLP May 2015 - Present
Education
University of California, Davis
B.A., Psychology
Golden Gate University
Master of Accountancy, Accounting
Courtney Grixti's DZH Phillips LLP Experience January 2014 - Present
Job Senior Staff Auditor at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP January 2014 - Present
Crowe Horwath January 2012 - January 2014
American Wealth Management June 2010 - December 2011
Perry-Smith LLP July 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Administrative Duties, Answering Phones, Excel, Lotus Notes, Monarch, QuickBooks, Caseware, Bookkeeping, Telephone Skills, Financial Statements, Accounting, Administrative Work, Microsoft Excel, Analysis, Internal Controls, Auditing
Education
Sonoma State University 2007 — 2011
Bachelor of Science, Business Administration with Accounting and Finance
DZH Phillips LLP January 2014 - Present
Crowe Horwath January 2012 - January 2014
American Wealth Management June 2010 - December 2011
Perry-Smith LLP July 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Administrative Duties, Answering Phones, Excel, Lotus Notes, Monarch, QuickBooks, Caseware, Bookkeeping, Telephone Skills, Financial Statements, Accounting, Administrative Work, Microsoft Excel, Analysis, Internal Controls, Auditing
Education
Sonoma State University 2007 — 2011
Bachelor of Science, Business Administration with Accounting and Finance
Michael Gallardo MST CPA Michael Gallardo MST CPA's DZH Phillips LLP Experience February 2012 - Present
Job Entrepreneur
Industry Computer Software
Experience
Zenefits March 2015 - Present
DZH Phillips LLP February 2012 - Present
Khoo and Company February 2010 - January 2012
EY June 2008 - March 2009
Skills
Tax, Accounting, Tax Preparation, ProSystem fx Tax, International Tax, Auditing, Income Tax, Partnership Taxation, Tax Accounting, CPA, Tax Returns, Corporate Tax, GAAP, US GAAP, Communication, Customer Support, Leadership, Team Building, Team Leadership, Human Resources, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2008 — 2009
Masters in Taxation, Business and Accounting
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science, Business Administration; Accounting
shasta
shasta
Zenefits March 2015 - Present
DZH Phillips LLP February 2012 - Present
Khoo and Company February 2010 - January 2012
EY June 2008 - March 2009
Skills
Tax, Accounting, Tax Preparation, ProSystem fx Tax, International Tax, Auditing, Income Tax, Partnership Taxation, Tax Accounting, CPA, Tax Returns, Corporate Tax, GAAP, US GAAP, Communication, Customer Support, Leadership, Team Building, Team Leadership, Human Resources, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2008 — 2009
Masters in Taxation, Business and Accounting
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science, Business Administration; Accounting
shasta
shasta
Angelina Lam's DZH Phillips LLP Experience March 2015 - Present
Job Tax Administrative Intern at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP March 2015 - Present
USF VITA Tax Program February 2015 - April 2015
MEDA January 2014 - April 2014
African American Shakespeare Company March 2013 - May 2013
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Tax Preparation, Tax Accounting
Education
University of San Francisco 2012 — 2015
Bachelor of Science (BS), Accounting
Carlsbad High School 2008 — 2012
High School Diploma
DZH Phillips LLP March 2015 - Present
USF VITA Tax Program February 2015 - April 2015
MEDA January 2014 - April 2014
African American Shakespeare Company March 2013 - May 2013
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Tax Preparation, Tax Accounting
Education
University of San Francisco 2012 — 2015
Bachelor of Science (BS), Accounting
Carlsbad High School 2008 — 2012
High School Diploma
Elise Canevascini's DZH Phillips LLP Experience June 2013 - August 2013
Job Auditor at BNSF Railway
Industry Accounting
Experience
BNSF Railway August 2015 - Present
BNSF Railway June 2014 - August 2015
Montana State University September 2012 - May 2014
Amatics CPA January 2014 - April 2014
DZH Phillips LLP June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, English, Windows, Time Management
Education
Montana State University-Bozeman 2010 — 2014
Bachelor's of Science - Business, Concentration in Accounting, Accounting
BNSF Railway August 2015 - Present
BNSF Railway June 2014 - August 2015
Montana State University September 2012 - May 2014
Amatics CPA January 2014 - April 2014
DZH Phillips LLP June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, English, Windows, Time Management
Education
Montana State University-Bozeman 2010 — 2014
Bachelor's of Science - Business, Concentration in Accounting, Accounting
Stella Leung Stella Leung's DZH Phillips LLP Experience February 2012 - Present
Job Senior tax manager at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP February 2012 - Present
PricewaterhouseCoopers August 2004 - February 2012
Deloitte June 2001 - August 2004
Skills
International Tax, Corporate Tax, Tax Accounting, Tax, Income Tax, Tax Research, Accounting, Tax Advisory, Partnership Taxation, Transfer Pricing, Big 4, Tax Returns, FIN 48, US Tax, Tax Preparation
Education
Golden Gate University 2001 — 2004
Master of Science (MS), Taxation
University of San Francisco 1996 — 2001
Bachelor of Science (BS), Accounting and Finance
DZH Phillips LLP February 2012 - Present
PricewaterhouseCoopers August 2004 - February 2012
Deloitte June 2001 - August 2004
Skills
International Tax, Corporate Tax, Tax Accounting, Tax, Income Tax, Tax Research, Accounting, Tax Advisory, Partnership Taxation, Transfer Pricing, Big 4, Tax Returns, FIN 48, US Tax, Tax Preparation
Education
Golden Gate University 2001 — 2004
Master of Science (MS), Taxation
University of San Francisco 1996 — 2001
Bachelor of Science (BS), Accounting and Finance
Kathryn Cain Kathryn Cain's DZH Phillips LLP Experience December 2013 - Present
Job Administrative Assistant at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP December 2013 - Present
Liberty Mutual Insurance July 2012 - October 2013
San Mateo County Department of Public Works June 2007 - June 2012
Skills
Customer Service, Outlook, Microsoft Office, Microsoft Excel, Adobe Acrobat, Office Equipment, Office Administration, Calendaring, UPS systems, EAMS, Watson, FedEx, Microsoft Word, PowerPoint, Time Management, Administrative..., Administration, Data Entry, Skilled Multi-tasker, Supply Ordering, Events Coordination, Travel Coordination, Teamwork, Event Planning, Research, Problem Solving, Social Networking, Telephone Skills, Editing, Travel Arrangements, Inventory Management, Scheduling, Legal Documents, Facebook, Communication, Filing, Social Media, Training
Education
Skyline College 2006 — 2011
A.A., Legal Administration
South San Francisco High School 2002 — 2006
High School Diploma
DZH Phillips LLP December 2013 - Present
Liberty Mutual Insurance July 2012 - October 2013
San Mateo County Department of Public Works June 2007 - June 2012
Skills
Customer Service, Outlook, Microsoft Office, Microsoft Excel, Adobe Acrobat, Office Equipment, Office Administration, Calendaring, UPS systems, EAMS, Watson, FedEx, Microsoft Word, PowerPoint, Time Management, Administrative..., Administration, Data Entry, Skilled Multi-tasker, Supply Ordering, Events Coordination, Travel Coordination, Teamwork, Event Planning, Research, Problem Solving, Social Networking, Telephone Skills, Editing, Travel Arrangements, Inventory Management, Scheduling, Legal Documents, Facebook, Communication, Filing, Social Media, Training
Education
Skyline College 2006 — 2011
A.A., Legal Administration
South San Francisco High School 2002 — 2006
High School Diploma
Tabitha Hughes's DZH Phillips LLP Experience January 2015 - Present
Job .
Industry Higher Education
Experience
DZH Phillips LLP January 2015 - Present
Calitho September 2012 - August 2014
Los Medanos College October 2009 - August 2012
Bay Point Works Career Center February 2010 - August 2010
Sacramento County Office of Education May 2008 - July 2008
H & R block January 2008 - April 2008
Axis Solutions, Inc. March 1999 - December 2003
Pizza Hut April 2001 - December 2001
Skills
Management, Data Entry, Customer Service, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Access, Research, Tutoring, Time Management, Public Speaking, Statistics, Training, Inventory Management, Proofreading, Administrative..., Microsoft Publisher, Accounts Payable, Accounts Receivable, Budget Reconciliation, Ten key by touch, Accounting
Education
California State University-East Bay 2011 — 2014
Bachelor's degree, Business Administration, Management and Operations & Accounting, 3.129
Los Medanos College 2009 — 2012
AS/AA, Business Accounting, Liberal Arts Social and Behavioral Science, Liberal Arts Math & Science
Folsom Lake College 2006 — 2007
Certificate, Small Business Management & Entrepreneurship
DZH Phillips LLP January 2015 - Present
Calitho September 2012 - August 2014
Los Medanos College October 2009 - August 2012
Bay Point Works Career Center February 2010 - August 2010
Sacramento County Office of Education May 2008 - July 2008
H & R block January 2008 - April 2008
Axis Solutions, Inc. March 1999 - December 2003
Pizza Hut April 2001 - December 2001
Skills
Management, Data Entry, Customer Service, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Access, Research, Tutoring, Time Management, Public Speaking, Statistics, Training, Inventory Management, Proofreading, Administrative..., Microsoft Publisher, Accounts Payable, Accounts Receivable, Budget Reconciliation, Ten key by touch, Accounting
Education
California State University-East Bay 2011 — 2014
Bachelor's degree, Business Administration, Management and Operations & Accounting, 3.129
Los Medanos College 2009 — 2012
AS/AA, Business Accounting, Liberal Arts Social and Behavioral Science, Liberal Arts Math & Science
Folsom Lake College 2006 — 2007
Certificate, Small Business Management & Entrepreneurship
Jeremiah Narag Jeremiah Narag's DZH Phillips LLP Experience July 2011 - December 2014
Job Senior Accountant at TriNet
Industry Accounting
Experience
TriNet January 2015 - Present
DZH Phillips LLP July 2011 - December 2014
DZH Phillips LLP December 2008 - July 2011
Old Navy July 2001 - August 2008
Skills
Prosystem FX Practice, Prosystem FX Engagement, Prosystem FX Document, Turbo Tax, Access, MS Office Suite 2007, Mas 90, QuickBooks, ProSystem fx Tax, Microsoft Office 2007, Financial Analysis, Corporate Tax, Tax Preparation, General Ledger, Financial Modeling, Income Tax, Tax, Financial Statements, GAAP, CPA, Financial Reporting, Auditing, Accounting, Tax Accounting, Financial Accounting, Internal Controls, US GAAP, Tax Returns, Sarbanes-Oxley Act, Revenue Recognition, Tax Research, Partnership Taxation, Bookkeeping, S Corporations, Management, Microsoft Excel, Microsoft Office, PowerPoint
Education
CSU Sacramento 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
TriNet January 2015 - Present
DZH Phillips LLP July 2011 - December 2014
DZH Phillips LLP December 2008 - July 2011
Old Navy July 2001 - August 2008
Skills
Prosystem FX Practice, Prosystem FX Engagement, Prosystem FX Document, Turbo Tax, Access, MS Office Suite 2007, Mas 90, QuickBooks, ProSystem fx Tax, Microsoft Office 2007, Financial Analysis, Corporate Tax, Tax Preparation, General Ledger, Financial Modeling, Income Tax, Tax, Financial Statements, GAAP, CPA, Financial Reporting, Auditing, Accounting, Tax Accounting, Financial Accounting, Internal Controls, US GAAP, Tax Returns, Sarbanes-Oxley Act, Revenue Recognition, Tax Research, Partnership Taxation, Bookkeeping, S Corporations, Management, Microsoft Excel, Microsoft Office, PowerPoint
Education
CSU Sacramento 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Alicia On Alicia On's DZH Phillips LLP Experience December 2013 - Present
Job Tax Senior Manager at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP December 2013 - Present
Lautze & Lautze January 2007 - November 2013
Deloitte Tax January 1999 - December 2006
Skills
GAAP, Tax, Accounting, Income Tax
Education
San Francisco State University
Accounting
DZH Phillips LLP December 2013 - Present
Lautze & Lautze January 2007 - November 2013
Deloitte Tax January 1999 - December 2006
Skills
GAAP, Tax, Accounting, Income Tax
Education
San Francisco State University
Accounting
Timothy Sturm Timothy Sturm's DZH Phillips LLP Experience August 2011 - September 2011
Job Actively Seeking Employment
Industry Information Services
Experience
Sodexo August 2014 - April 2015
Salsa Clara June 2012 - June 2013
Santa Clara University October 2010 - June 2013
LPL Financial July 2012 - August 2012
Santa Clara University October 2010 - June 2012
DZH Phillips LLP August 2011 - September 2011
Skills
Microsoft Office, Start-ups, PHP, CSS, HTML5, Information Management, Salsa, Sustainable Management, Customer Service, Fundraising, MySQL, PeopleSoft, Event Planning, Mac OS X, Salesforce.com, Windows 7, Social Media, Project Management, Rainmeter
Education
Santa Clara University - Leavey School of Business 2009 — 2014
Bachelor's degree, Management Information Systems
Sodexo August 2014 - April 2015
Salsa Clara June 2012 - June 2013
Santa Clara University October 2010 - June 2013
LPL Financial July 2012 - August 2012
Santa Clara University October 2010 - June 2012
DZH Phillips LLP August 2011 - September 2011
Skills
Microsoft Office, Start-ups, PHP, CSS, HTML5, Information Management, Salsa, Sustainable Management, Customer Service, Fundraising, MySQL, PeopleSoft, Event Planning, Mac OS X, Salesforce.com, Windows 7, Social Media, Project Management, Rainmeter
Education
Santa Clara University - Leavey School of Business 2009 — 2014
Bachelor's degree, Management Information Systems
Bob Daoro Bob Daoro's DZH Phillips LLP Experience July 2009 - Present
Job Principal at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP July 2009 - Present
Daoro Zydel & Holland, LLP 1997 - 2009
Wilson, McCall & Daoro, LLP 1978 - 1997
Grant Thornton (formally Alexander Grant & Co) 1971 - 1978
Skills
Member of AICPA
Education
Golden Gate University
Master of Science (M.S.), Taxation
San Francisco State University
Bachelor of Arts (BA), Accounting
Santa Clara University
Master of Business Administration (MBA), Accounting
DZH Phillips LLP July 2009 - Present
Daoro Zydel & Holland, LLP 1997 - 2009
Wilson, McCall & Daoro, LLP 1978 - 1997
Grant Thornton (formally Alexander Grant & Co) 1971 - 1978
Skills
Member of AICPA
Education
Golden Gate University
Master of Science (M.S.), Taxation
San Francisco State University
Bachelor of Arts (BA), Accounting
Santa Clara University
Master of Business Administration (MBA), Accounting
Christina Rossetti's DZH Phillips LLP Experience October 2014 - Present
Job CPA, Tax Senior at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP October 2014 - Present
PwC January 2013 - August 2014
Strong Women, Strong Girls September 2013 - May 2014
PwC June 2011 - August 2011
McGladrey June 2010 - August 2010
UBS Investment Bank June 2007 - August 2007
Skills
Nonprofit Tax, Nonprofit Accounting, Corporate Tax, Partnership Taxation, CPA, Tax, Accounting, GAAP, Tax Preparation, Healthcare, Higher Education, Research, Social Media, Coaching, Leadership Development, Writing, Public Speaking
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Management, Honors Program
DZH Phillips LLP October 2014 - Present
PwC January 2013 - August 2014
Strong Women, Strong Girls September 2013 - May 2014
PwC June 2011 - August 2011
McGladrey June 2010 - August 2010
UBS Investment Bank June 2007 - August 2007
Skills
Nonprofit Tax, Nonprofit Accounting, Corporate Tax, Partnership Taxation, CPA, Tax, Accounting, GAAP, Tax Preparation, Healthcare, Higher Education, Research, Social Media, Coaching, Leadership Development, Writing, Public Speaking
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Management, Honors Program
Steven Duong Steven Duong's DZH Phillips LLP Experience November 2014 - Present
Job Staff Accountant at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP November 2014 - Present
Plantronics March 2014 - Present
UC Santa Cruz September 2009 - June 2014
Santa Cruz Seaside Company April 2012 - March 2014
University of California September 2012 - January 2014
Educational Partnership Center April 2011 - September 2013
Bell Tower Books October 2010 - December 2010
Hsi Lai Temple July 2010 - September 2010
Arroyo High School January 2008 - June 2008
Skills
Leadership, Public Speaking, Teaching, Accounting, Project Planning, Conflict Resolution, Auditing, Research, Microsoft Excel, ProSystem fx Engagement, ProSystem fx Tax, Income Tax, Tax Planning, Economics, Corporate Tax, Communication, Tutoring, Customer Satisfaction, Business Development, Customer Service, Event Planning, Curriculum Design, Access, Sales
Education
University of California 2009 — 2014
High School, Business Management Economics, 3.30
UCSC 2009 — 2013
Bachelor of Arts (B.A.), Business Management Economics
DZH Phillips LLP November 2014 - Present
Plantronics March 2014 - Present
UC Santa Cruz September 2009 - June 2014
Santa Cruz Seaside Company April 2012 - March 2014
University of California September 2012 - January 2014
Educational Partnership Center April 2011 - September 2013
Bell Tower Books October 2010 - December 2010
Hsi Lai Temple July 2010 - September 2010
Arroyo High School January 2008 - June 2008
Skills
Leadership, Public Speaking, Teaching, Accounting, Project Planning, Conflict Resolution, Auditing, Research, Microsoft Excel, ProSystem fx Engagement, ProSystem fx Tax, Income Tax, Tax Planning, Economics, Corporate Tax, Communication, Tutoring, Customer Satisfaction, Business Development, Customer Service, Event Planning, Curriculum Design, Access, Sales
Education
University of California 2009 — 2014
High School, Business Management Economics, 3.30
UCSC 2009 — 2013
Bachelor of Arts (B.A.), Business Management Economics
Sean Kashino, CPA Sean Kashino, CPA's DZH Phillips LLP Experience July 2009 - Present
Job Tax Supervisor at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP July 2009 - Present
Smith, Lange & Phillips LLP October 2006 - June 2009
Skills
GAAP, Accounting, Tax, Financial Reporting, Auditing, Corporate Tax, Financial Accounting, CPA, Income Tax, Revenue Recognition, Tax Accounting, Tax Returns, Tax Preparation, Financial Analysis, S Corporations, Partnership Taxation, Strategic Financial..., CCH ProSystem fx, Financial Statements
Education
UC Santa Barbara 2004 — 2006
BA, Business Economics, w/ emphasis in Accounting
DZH Phillips LLP July 2009 - Present
Smith, Lange & Phillips LLP October 2006 - June 2009
Skills
GAAP, Accounting, Tax, Financial Reporting, Auditing, Corporate Tax, Financial Accounting, CPA, Income Tax, Revenue Recognition, Tax Accounting, Tax Returns, Tax Preparation, Financial Analysis, S Corporations, Partnership Taxation, Strategic Financial..., CCH ProSystem fx, Financial Statements
Education
UC Santa Barbara 2004 — 2006
BA, Business Economics, w/ emphasis in Accounting
Molly Niffenegger Molly Niffenegger's DZH Phillips LLP Experience August 2012 - July 2015
Job JD Candidate
Industry Marketing and Advertising
Experience
DZH Phillips LLP August 2012 - July 2015
GreatNonprofits September 2011 - May 2012
Cardstore.com, Inc. May 2009 - December 2010
Eurosif June 2010 - August 2010
Education
University of California, Berkeley 2007 — 2011
DZH Phillips LLP August 2012 - July 2015
GreatNonprofits September 2011 - May 2012
Cardstore.com, Inc. May 2009 - December 2010
Eurosif June 2010 - August 2010
Education
University of California, Berkeley 2007 — 2011
Adam Struve Adam Struve's DZH Phillips LLP Experience January 2011 - April 2013
Job Assistant Controller, Kalmar Global Automation
Industry Accounting
Experience
Cargotec Corporation May 2013 - Present
DZH Phillips LLP January 2011 - April 2013
Perry-Smith LLP August 2006 - December 2010
Washington Mutual Bank January 2006 - August 2006
Bank of America June 2001 - January 2006
Skills
Accounting, Auditing, Internal Controls, CPA, Sarbanes-Oxley Act, Sales, Management, Member of AICPA, GAAP, US GAAP
Education
National University 2006 — 2007
Certificate, Accounting
University of California, San Diego 1999 — 2003
Bachelor of Arts (B.A.), Economics
University of Wisconsin-Platteville 2002 — 2002
Studied Abroad, General Studies
Cargotec Corporation May 2013 - Present
DZH Phillips LLP January 2011 - April 2013
Perry-Smith LLP August 2006 - December 2010
Washington Mutual Bank January 2006 - August 2006
Bank of America June 2001 - January 2006
Skills
Accounting, Auditing, Internal Controls, CPA, Sarbanes-Oxley Act, Sales, Management, Member of AICPA, GAAP, US GAAP
Education
National University 2006 — 2007
Certificate, Accounting
University of California, San Diego 1999 — 2003
Bachelor of Arts (B.A.), Economics
University of Wisconsin-Platteville 2002 — 2002
Studied Abroad, General Studies
Gina V. Bondanza's DZH Phillips LLP Experience January 2014 - April 2014
Job Moss Adams LLP (Ranked #33 Best Places to Work)
Industry Accounting
Experience
Broadmoor Capital Corporation May 2015 - Present
Moss Adams LLP (Ranked #33 Best Places to Work) April 2015 - Present
Bradley Real Estate (Ranked #3 Best Places to Work) January 2015 - May 2015
The Alexander Group January 2015 - February 2015
Russell Reynolds Associates November 2014 - December 2014
Scatec Solar July 2014 - October 2014
DZH Phillips LLP January 2014 - April 2014
Technology Partners Venture Capital Firm December 2013 - January 2014
Pacific Pulmonary Services May 2011 - September 2013
Litman/Gregory January 2011 - May 2011
Skills
Process Improvement, Strategic Planning, PowerPoint, Project Management, Outlook, Training, Financial Analysis, Software Documentation, Healthcare, Time Management, Human Resources, Microsoft Excel, Access, Team Building, Management, Leadership, Employee Training, Team Leadership, Program Management, Account Management, Budgets, Accounting, Analysis
Education
Santa Rosa Junior College 2010 — 2012
Real Estate License, Real Estate, 3.5
College of Marin 1984 — 1986
Certficate, Business/Office Automation/Technology/Data Entry
Broadmoor Capital Corporation May 2015 - Present
Moss Adams LLP (Ranked #33 Best Places to Work) April 2015 - Present
Bradley Real Estate (Ranked #3 Best Places to Work) January 2015 - May 2015
The Alexander Group January 2015 - February 2015
Russell Reynolds Associates November 2014 - December 2014
Scatec Solar July 2014 - October 2014
DZH Phillips LLP January 2014 - April 2014
Technology Partners Venture Capital Firm December 2013 - January 2014
Pacific Pulmonary Services May 2011 - September 2013
Litman/Gregory January 2011 - May 2011
Skills
Process Improvement, Strategic Planning, PowerPoint, Project Management, Outlook, Training, Financial Analysis, Software Documentation, Healthcare, Time Management, Human Resources, Microsoft Excel, Access, Team Building, Management, Leadership, Employee Training, Team Leadership, Program Management, Account Management, Budgets, Accounting, Analysis
Education
Santa Rosa Junior College 2010 — 2012
Real Estate License, Real Estate, 3.5
College of Marin 1984 — 1986
Certficate, Business/Office Automation/Technology/Data Entry
Cassandra Hartman's DZH Phillips LLP Experience August 2015 - Present
Job Supervising Accountant at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP August 2015 - Present
DZH Phillips LLP March 2014 - August 2015
CohnReznick, LLP 10th largest CPA firm in the United States August 2013 - March 2014
Ginsberg Helfer & Boyd, PLLC February 2009 - August 2013
First Hebrew congregation of Oakland June 2007 - November 2008
Fuhriman van Gemeren Matlin, CPAs, LLP, October 2006 - June 2007
Skills
Financial Statements, Microsoft Excel, Invoicing, Tax, Bookkeeping, Financial Accounting, Account Reconciliation, Office Management, Peachtree, Microsoft Word, Management, Employee Benefits, ProSystem fx Tax, Skilled Multi-tasker, Highly Reliable, CCH ProSystem fx, Adobe Acrobat, Outstanding people..., Strategic Planning, Strategic Communications, Highly self-motivated, Excellent people skills, Highly Detailed, Highly resourceful, Full-Charge Bookkeeping, Dedicated, Excellent research..., Highly Dedicated, Skilled with all..., Skilled Relationship..., BNA Fixed Asset, Practice Management, CCH..., 1099-ETC, Microsoft Exchange, Passed ethics and..., Simple Tax return..., Accounting workpaper...
Education
University of Maryland University College 2012 — 2014
Bachelor's Degree, Accounting
University of California, Davis 2004 — 2006
Bachelor's degree, Sociology, Organizational Studies, 3.0
DZH Phillips LLP August 2015 - Present
DZH Phillips LLP March 2014 - August 2015
CohnReznick, LLP 10th largest CPA firm in the United States August 2013 - March 2014
Ginsberg Helfer & Boyd, PLLC February 2009 - August 2013
First Hebrew congregation of Oakland June 2007 - November 2008
Fuhriman van Gemeren Matlin, CPAs, LLP, October 2006 - June 2007
Skills
Financial Statements, Microsoft Excel, Invoicing, Tax, Bookkeeping, Financial Accounting, Account Reconciliation, Office Management, Peachtree, Microsoft Word, Management, Employee Benefits, ProSystem fx Tax, Skilled Multi-tasker, Highly Reliable, CCH ProSystem fx, Adobe Acrobat, Outstanding people..., Strategic Planning, Strategic Communications, Highly self-motivated, Excellent people skills, Highly Detailed, Highly resourceful, Full-Charge Bookkeeping, Dedicated, Excellent research..., Highly Dedicated, Skilled with all..., Skilled Relationship..., BNA Fixed Asset, Practice Management, CCH..., 1099-ETC, Microsoft Exchange, Passed ethics and..., Simple Tax return..., Accounting workpaper...
Education
University of Maryland University College 2012 — 2014
Bachelor's Degree, Accounting
University of California, Davis 2004 — 2006
Bachelor's degree, Sociology, Organizational Studies, 3.0
Parshan Rayatkah Parshan Rayatkah's DZH Phillips LLP Experience January 2011 - November 2013
Job Accounting Manager, Tax Services at BackOps
Industry Accounting
Experience
BackOps December 2013 - Present
DZH Phillips LLP January 2011 - November 2013
Frank, Rimerman & Co. LLP September 2007 - December 2010
Atlas Air Worldwide Holdings June 2006 - September 2006
Skills
Accounting, Tax, Income Tax, Financial Planning, Tax Return Preparation, Tax Preparation, Strategic Financial..., Tax Returns, Tax Accounting, Finance, GAAP, US GAAP, High Net Worth..., Corporate Tax, Partnership Taxation, Tax Research
Education
University of California, Santa Barbara 2003 — 2007
Bachelors of Arts, Business Economics with an Emphasis in Accounting
University of California, Santa Barbara 2003 — 2007
Minor, Sports Management
BackOps December 2013 - Present
DZH Phillips LLP January 2011 - November 2013
Frank, Rimerman & Co. LLP September 2007 - December 2010
Atlas Air Worldwide Holdings June 2006 - September 2006
Skills
Accounting, Tax, Income Tax, Financial Planning, Tax Return Preparation, Tax Preparation, Strategic Financial..., Tax Returns, Tax Accounting, Finance, GAAP, US GAAP, High Net Worth..., Corporate Tax, Partnership Taxation, Tax Research
Education
University of California, Santa Barbara 2003 — 2007
Bachelors of Arts, Business Economics with an Emphasis in Accounting
University of California, Santa Barbara 2003 — 2007
Minor, Sports Management
Alexander Goldshteyn Alexander Goldshteyn's DZH Phillips LLP Experience January 2015 - Present
Job Tax Senior at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP January 2015 - Present
Shwiff, Levy & Polo, LLP August 2012 - January 2015
PwC July 2007 - June 2012
Pacific Bay Financial October 2004 - July 2007
San Francisco Bar Pilots December 2006 - June 2007
Skills
Excel, Tax Compliance, Tax Returns, Microsoft Office, Spreadsheets, Tax Accounting, Partnership Taxation, Tax Research, Customer Service, GoSystems, ProSystem fx Tax, QuickBooks, Compliance, Accounting, Microsoft Excel, General Ledger, GAAP, Corporate Tax, Tax, US GAAP, Financial Reporting, Tax Advisory, Income Tax, Big 4, International Tax, Internal Controls, Financial Accounting, Tax Preparation
Education
University of San Francisco 2003 — 2007
BS, Accounting
Hebrew Academy of San Francisco 1999 — 2003
DZH Phillips LLP January 2015 - Present
Shwiff, Levy & Polo, LLP August 2012 - January 2015
PwC July 2007 - June 2012
Pacific Bay Financial October 2004 - July 2007
San Francisco Bar Pilots December 2006 - June 2007
Skills
Excel, Tax Compliance, Tax Returns, Microsoft Office, Spreadsheets, Tax Accounting, Partnership Taxation, Tax Research, Customer Service, GoSystems, ProSystem fx Tax, QuickBooks, Compliance, Accounting, Microsoft Excel, General Ledger, GAAP, Corporate Tax, Tax, US GAAP, Financial Reporting, Tax Advisory, Income Tax, Big 4, International Tax, Internal Controls, Financial Accounting, Tax Preparation
Education
University of San Francisco 2003 — 2007
BS, Accounting
Hebrew Academy of San Francisco 1999 — 2003
Jeff Ramsey, CPA Jeff Ramsey, CPA's DZH Phillips LLP Experience November 2008 - November 2009
Job Executive Recruiter at Parker & Lynch
Industry Staffing and Recruiting
Experience
Parker + Lynch July 2013 - Present
Community Health Systems January 2012 - June 2013
HealthSpring October 2010 - January 2012
Quorum Health Resources March 2010 - October 2010
DZH Phillips LLP November 2008 - November 2009
Jamestown Properties March 2008 - October 2008
Pershing Yoakley & Associates July 2006 - March 2008
National Healthcare Corporation October 2004 - August 2005
Skills
Healthcare, Managed Care, SOX, Internal Controls, Auditing, Accounting, Accounts Payable, Financial Statements, Analysis, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, GAAP, General Ledger, Staffing Services, Recruiting, Financial Recruiting, Management, Leadership, Finance
Education
University of Tennessee-Knoxville 2005 — 2006
Master's, Accounting
University of Tennessee-Knoxville 2001 — 2004
B.S., Business Administration, Accounting
Belmont University 2000 — 2001
Music Business
Montgomery Bell Academy 1996 — 2000
Parker + Lynch July 2013 - Present
Community Health Systems January 2012 - June 2013
HealthSpring October 2010 - January 2012
Quorum Health Resources March 2010 - October 2010
DZH Phillips LLP November 2008 - November 2009
Jamestown Properties March 2008 - October 2008
Pershing Yoakley & Associates July 2006 - March 2008
National Healthcare Corporation October 2004 - August 2005
Skills
Healthcare, Managed Care, SOX, Internal Controls, Auditing, Accounting, Accounts Payable, Financial Statements, Analysis, Internal Audit, Financial Accounting, Sarbanes-Oxley Act, GAAP, General Ledger, Staffing Services, Recruiting, Financial Recruiting, Management, Leadership, Finance
Education
University of Tennessee-Knoxville 2005 — 2006
Master's, Accounting
University of Tennessee-Knoxville 2001 — 2004
B.S., Business Administration, Accounting
Belmont University 2000 — 2001
Music Business
Montgomery Bell Academy 1996 — 2000
William Morrow's DZH Phillips LLP Experience December 2014 - Present
Job Senior Audit Associate at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP December 2014 - Present
Crowe Horwath LLP September 2012 - December 2014
University of San Francisco September 2007 - May 2012
Pacifica Chamber of Commerce March 2011 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Non-profits, Financial Accounting, Customer Service, Facebook, Outlook, Public Speaking, Spanish, Data Analysis, Financial Analysis, Nonprofits
Education
University of San Francisco 2007 — 2012
BS, Accounting
SI 2003 — 2007
Diploma
DZH Phillips LLP December 2014 - Present
Crowe Horwath LLP September 2012 - December 2014
University of San Francisco September 2007 - May 2012
Pacifica Chamber of Commerce March 2011 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Non-profits, Financial Accounting, Customer Service, Facebook, Outlook, Public Speaking, Spanish, Data Analysis, Financial Analysis, Nonprofits
Education
University of San Francisco 2007 — 2012
BS, Accounting
SI 2003 — 2007
Diploma
Chris Nicolette, CPA's DZH Phillips LLP Experience August 2012 - Present
Job Audit Supervisor at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP August 2012 - Present
Lindquist LLP January 2009 - August 2012
G&J Seiberlich & Co. LLP August 2007 - November 2008
G&J Seiberlich & Co. LLP January 2007 - August 2007
Skills
GAAP, Auditing, Financial Statements, Internal Controls, Tax, Accounting, Tax Preparation, QuickBooks, Financial Reporting
Education
Sonoma State University 2003 — 2007
B.S, Business Administration; Accounting
Queensland University of Technology 2006 — 2006
Bachelor of Science (BS), Accounting
DZH Phillips LLP August 2012 - Present
Lindquist LLP January 2009 - August 2012
G&J Seiberlich & Co. LLP August 2007 - November 2008
G&J Seiberlich & Co. LLP January 2007 - August 2007
Skills
GAAP, Auditing, Financial Statements, Internal Controls, Tax, Accounting, Tax Preparation, QuickBooks, Financial Reporting
Education
Sonoma State University 2003 — 2007
B.S, Business Administration; Accounting
Queensland University of Technology 2006 — 2006
Bachelor of Science (BS), Accounting
Jennifer Corr Jennifer Corr's DZH Phillips LLP Experience November 2010 - August 2013
Job Director at BDO
Industry Accounting
Experience
BDO USA, LLP August 2013 - Present
DZH Phillips LLP November 2010 - August 2013
Perry-Smith LLP December 2008 - November 2010
KPMG Audit October 2004 - 2008
Moss Adams 2002 - 2004
FHA 2000 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, GAAP, Auditing, Revenue Recognition, CPA, Tax Research, Tax, Tax Accounting, Data Mining, Financial Statement..., US GAAP, Financial Accounting, Financial Statements, Corporate Tax
Education
Pepperdine University 1996 — 2000
BS, Accounting
BDO USA, LLP August 2013 - Present
DZH Phillips LLP November 2010 - August 2013
Perry-Smith LLP December 2008 - November 2010
KPMG Audit October 2004 - 2008
Moss Adams 2002 - 2004
FHA 2000 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, GAAP, Auditing, Revenue Recognition, CPA, Tax Research, Tax, Tax Accounting, Data Mining, Financial Statement..., US GAAP, Financial Accounting, Financial Statements, Corporate Tax
Education
Pepperdine University 1996 — 2000
BS, Accounting
Audrey Birkhimer Audrey Birkhimer's DZH Phillips LLP Experience January 2012 - April 2013
Job Tax and Accounting
Industry Accounting
Experience
BPM (Burr Pilger Mayer) August 2015 - Present
Strand Boyce Associates CPAs September 2013 - May 2015
DZH Phillips LLP January 2012 - April 2013
Rothstein Kass January 2007 - September 2010
Skills
Auditing, Tax, Accounting, GAAP, Partnership Taxation, Tax Research, Tax Accounting, Income Tax, Hedge Funds, Tax Preparation, Corporate Tax, Financial Accounting, Financial Statements, QuickBooks
Education
University of San Francisco 2004 — 2006
BSBA, Accounting
BPM (Burr Pilger Mayer) August 2015 - Present
Strand Boyce Associates CPAs September 2013 - May 2015
DZH Phillips LLP January 2012 - April 2013
Rothstein Kass January 2007 - September 2010
Skills
Auditing, Tax, Accounting, GAAP, Partnership Taxation, Tax Research, Tax Accounting, Income Tax, Hedge Funds, Tax Preparation, Corporate Tax, Financial Accounting, Financial Statements, QuickBooks
Education
University of San Francisco 2004 — 2006
BSBA, Accounting
Bob Jenkins Bob Jenkins's DZH Phillips LLP Experience January 2009 - March 2012
Job Chief Financial Officer at Monterey Mushrooms, Inc.
Industry Food & Beverages
Experience
Monterey Mushrooms, Inc. July 2015 - Present
The Sun Valley Group November 2014 - June 2015
DOLE Fresh Vegetables April 2014 - October 2014
Duncan Family Farms, LLC March 2012 - April 2014
DZH Phillips LLP January 2009 - March 2012
River Ranch Fresh Foods April 2002 - November 2008
NewStar Fresh Foods, LLC 1997 - 2000
Fresh Choice Produce, Inc February 1991 - May 1997
Dalgety Produce, Inc. November 1988 - January 1991
CFS Continental November 1983 - October 1988
Skills
Mergers, Operations Management, Management Consulting, Change Management, Mergers & Acquisitions, Strategic Planning, Performance Management, Leadership, Forecasting, Management, Accounting, Budgets, Business Planning, Finance, Process Improvement, Team Building, Analysis, Marketing, Sales, Financial Analysis, Financial Reporting, Business Strategy, Retail, Strategic Financial..., Income Statement, Auditing, P&L, Start-ups, Internal Controls, Managerial Finance, Executive Management, Financial Modeling, Restructuring, Due Diligence, Business Valuation, Financial Accounting, Tax, Corporate Finance, GAAP, Revenue Recognition, Acquisition Integration, Pricing, Outstanding...
Education
Saint Joseph's University 1974 — 1978
BS Acctg, Accounting and Finance
Monterey Mushrooms, Inc. July 2015 - Present
The Sun Valley Group November 2014 - June 2015
DOLE Fresh Vegetables April 2014 - October 2014
Duncan Family Farms, LLC March 2012 - April 2014
DZH Phillips LLP January 2009 - March 2012
River Ranch Fresh Foods April 2002 - November 2008
NewStar Fresh Foods, LLC 1997 - 2000
Fresh Choice Produce, Inc February 1991 - May 1997
Dalgety Produce, Inc. November 1988 - January 1991
CFS Continental November 1983 - October 1988
Skills
Mergers, Operations Management, Management Consulting, Change Management, Mergers & Acquisitions, Strategic Planning, Performance Management, Leadership, Forecasting, Management, Accounting, Budgets, Business Planning, Finance, Process Improvement, Team Building, Analysis, Marketing, Sales, Financial Analysis, Financial Reporting, Business Strategy, Retail, Strategic Financial..., Income Statement, Auditing, P&L, Start-ups, Internal Controls, Managerial Finance, Executive Management, Financial Modeling, Restructuring, Due Diligence, Business Valuation, Financial Accounting, Tax, Corporate Finance, GAAP, Revenue Recognition, Acquisition Integration, Pricing, Outstanding...
Education
Saint Joseph's University 1974 — 1978
BS Acctg, Accounting and Finance
Joseph Engelman Joseph Engelman's DZH Phillips LLP Experience June 2014 - August 2014
Job Marketing Intern at DZH Phillips LLP
Industry Accounting
Experience
Vita Coco June 2014 - Present
Northwestern Mutual June 2013 - Present
DZH Phillips LLP June 2014 - August 2014
Collegelabor 2013 - 2013
Cherry June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Time Management, Financial Analysis, Marketing, Outlook, Social Media, Teamwork, Sales, Insurance, Social Networking, Research
Education
University of San Francisco 2011 — 2015
Accounting and Business Administration, Junior
Vita Coco June 2014 - Present
Northwestern Mutual June 2013 - Present
DZH Phillips LLP June 2014 - August 2014
Collegelabor 2013 - 2013
Cherry June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Time Management, Financial Analysis, Marketing, Outlook, Social Media, Teamwork, Sales, Insurance, Social Networking, Research
Education
University of San Francisco 2011 — 2015
Accounting and Business Administration, Junior
Nikole Mackenzie, CPA's DZH Phillips LLP Experience October 2010 - Present
Job Client Accounting Services Senior at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP October 2010 - Present
Cal Poly State University April 2008 - June 2010
Skills
Accounting, Tax Preparation, Financial Reporting, Financial Accounting, Excel, Quickbooks, Auditing, Internal Controls, Non-profits, Corporate Tax, Compilation Of..., Tax Provisioning, US GAAP, Income Tax, Financial Statements, QuickBooks, Mergers & Acquisitions, Revenue Recognition, Microsoft Excel, GAAP, Tax, CPA
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
BS, Business Administration - Accounting
DZH Phillips LLP October 2010 - Present
Cal Poly State University April 2008 - June 2010
Skills
Accounting, Tax Preparation, Financial Reporting, Financial Accounting, Excel, Quickbooks, Auditing, Internal Controls, Non-profits, Corporate Tax, Compilation Of..., Tax Provisioning, US GAAP, Income Tax, Financial Statements, QuickBooks, Mergers & Acquisitions, Revenue Recognition, Microsoft Excel, GAAP, Tax, CPA
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
BS, Business Administration - Accounting
Charlise Hyatt Charlise Hyatt's DZH Phillips LLP Experience December 2014 - Present
Job Director of Growth at DZH Phillips LLP
Industry Marketing and Advertising
Experience
DZH Phillips LLP December 2014 - Present
Duane Morris LLP March 2010 - December 2014
Orrick, Herrington & Sutcliffe LLP June 2007 - March 2010
Nixon Peabody June 2006 - June 2007
Nixon Peabody August 2003 - June 2006
Skills
Marketing Management, Marketing Strategy, Marketing Research, Event Management, RFP, Professional Services..., Business Development..., CRM software, Advertising, Budgeting, Marketing Communications, Market Research, Email Marketing, CRM, Business Development, Public Speaking, Panel Moderator, Marketing, Strategic Planning, Legal Marketing, Management, Newsletters, Budgets, Social Media, Strategy, Social Media Marketing, Public Relations, Leadership, Event Planning, Sponsorship, Social Networking, Brand Awareness, Strategic Partnerships, New Business Development, Online Marketing, Integrated Marketing, Corporate Communications, Media Relations, Time Management
Education
Saint Mary's College of California 2008 — 2010
Master of Business Administration, Marketing
California State University-East Bay 1999 — 2003
Bachelor of Science, Business Administration, Marketing Option
DZH Phillips LLP December 2014 - Present
Duane Morris LLP March 2010 - December 2014
Orrick, Herrington & Sutcliffe LLP June 2007 - March 2010
Nixon Peabody June 2006 - June 2007
Nixon Peabody August 2003 - June 2006
Skills
Marketing Management, Marketing Strategy, Marketing Research, Event Management, RFP, Professional Services..., Business Development..., CRM software, Advertising, Budgeting, Marketing Communications, Market Research, Email Marketing, CRM, Business Development, Public Speaking, Panel Moderator, Marketing, Strategic Planning, Legal Marketing, Management, Newsletters, Budgets, Social Media, Strategy, Social Media Marketing, Public Relations, Leadership, Event Planning, Sponsorship, Social Networking, Brand Awareness, Strategic Partnerships, New Business Development, Online Marketing, Integrated Marketing, Corporate Communications, Media Relations, Time Management
Education
Saint Mary's College of California 2008 — 2010
Master of Business Administration, Marketing
California State University-East Bay 1999 — 2003
Bachelor of Science, Business Administration, Marketing Option
Leonore Ralston, CFE Leonore Ralston, CFE's DZH Phillips LLP Experience December 2013 - Present
Job Manager at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP December 2013 - Present
Hemming Morse, LLP September 2006 - October 2013
Skills
Forensic Accounting, Litigation Support, Fraud, Litigation Consulting, Financial Analysis, Expert Witness
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts (BA), Philosophy
DZH Phillips LLP December 2013 - Present
Hemming Morse, LLP September 2006 - October 2013
Skills
Forensic Accounting, Litigation Support, Fraud, Litigation Consulting, Financial Analysis, Expert Witness
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts (BA), Philosophy
Anna Dmitrieva, CPA Anna Dmitrieva, CPA's DZH Phillips LLP Experience August 2004 - December 2009
Job Director, Accounting at Riverbed Technology
Industry Computer Hardware
Experience
Riverbed Technology July 2015 - Present
Riverbed Technology December 2014 - July 2015
Riverbed Technology January 2014 - November 2014
Visa April 2010 - December 2013
West Coast Children's Clinic February 2010 - April 2010
DZH Phillips LLP August 2004 - December 2009
Gillette, Moscow, Russia October 2000 - December 2002
Mars, Moscow region, Russia May 1999 - October 2000
Philip Morris, Moscow and St. Petersburg, Russia January 1996 - May 1999
Unilever, St.Petersburg, Russia June 1994 - January 1996
Skills
Accounting, Tax, Planning, Business Strategy, Revenue Recognition
Education
California State University-Hayward - School of Business and Economics 2003 — 2004
MBA, Finance, Strategic Management, Taxation
Association of Chartered Certified Accountants (ACCA) 1998 — 2000
ACCA, Accounting
Saint Petersburg State University of Finance and Economics 1989 — 1994
Masters, Economics
Riverbed Technology July 2015 - Present
Riverbed Technology December 2014 - July 2015
Riverbed Technology January 2014 - November 2014
Visa April 2010 - December 2013
West Coast Children's Clinic February 2010 - April 2010
DZH Phillips LLP August 2004 - December 2009
Gillette, Moscow, Russia October 2000 - December 2002
Mars, Moscow region, Russia May 1999 - October 2000
Philip Morris, Moscow and St. Petersburg, Russia January 1996 - May 1999
Unilever, St.Petersburg, Russia June 1994 - January 1996
Skills
Accounting, Tax, Planning, Business Strategy, Revenue Recognition
Education
California State University-Hayward - School of Business and Economics 2003 — 2004
MBA, Finance, Strategic Management, Taxation
Association of Chartered Certified Accountants (ACCA) 1998 — 2000
ACCA, Accounting
Saint Petersburg State University of Finance and Economics 1989 — 1994
Masters, Economics
Darren J Bradley Darren J Bradley's DZH Phillips LLP Experience January 2009 - September 2011
Job Chartered Accountant
Industry Accounting
Experience
Self Employed September 2011 - Present
DZH Phillips LLP January 2009 - September 2011
Self Employed September 2005 - January 2009
Burr Pilger Mayer February 1998 - August 2004
Education
Institute of Chartered Accountants in Australia
Self Employed September 2011 - Present
DZH Phillips LLP January 2009 - September 2011
Self Employed September 2005 - January 2009
Burr Pilger Mayer February 1998 - August 2004
Education
Institute of Chartered Accountants in Australia
Kyle Fletcher's DZH Phillips LLP Experience January 2012 - Present
Job Senior Auditor at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP January 2012 - Present
KPMG November 2009 - June 2011
Skills
Accounting, US GAAP, Internal Controls, Auditing, QuickBooks, Sarbanes-Oxley Act, Financial Reporting, Financial Statements, Financial Accounting, CPA, Tax Preparation, Tax
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
BA, Business Administration
DZH Phillips LLP January 2012 - Present
KPMG November 2009 - June 2011
Skills
Accounting, US GAAP, Internal Controls, Auditing, QuickBooks, Sarbanes-Oxley Act, Financial Reporting, Financial Statements, Financial Accounting, CPA, Tax Preparation, Tax
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
BA, Business Administration
Madeline Edwards Madeline Edwards's DZH Phillips LLP Experience December 2013 - August 2015
Job Senior Tax Accountant at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP December 2013 - August 2015
KPMG US October 2010 - October 2013
Skills
Tax, CPA, Tax Accounting, Accounting, GAAP
Education
Santa Clara University - Leavey School of Business 2009 — 2009
Certificate of Advanced Accounting Proficiency, Accounting
University of California, Davis 2004 — 2008
Bachelor of Arts (BA), Economics
DZH Phillips LLP December 2013 - August 2015
KPMG US October 2010 - October 2013
Skills
Tax, CPA, Tax Accounting, Accounting, GAAP
Education
Santa Clara University - Leavey School of Business 2009 — 2009
Certificate of Advanced Accounting Proficiency, Accounting
University of California, Davis 2004 — 2008
Bachelor of Arts (BA), Economics
Marciana Flores Marciana Flores's DZH Phillips LLP Experience June 2015 - Present
Job Marketing & Business Development Assistant
Industry Events Services
Experience
DZH Phillips LLP June 2015 - Present
UrbanPlay May 2015 - Present
Save Mount Diablo October 2014 - March 2015
International House at UC Berkeley November 2013 - June 2014
UC San Diego Health System March 2013 - May 2013
UC San Diego Health System February 2013 - February 2013
Dishcrawl December 2012 - February 2013
UC San Diego October 2012 - November 2012
UC Berkeley July 2008 - July 2012
UC Davis July 2005 - September 2007
Skills
Event Management, Event Planning, Public Relations, Social Media, Fundraising, Marketing, Research, Community Outreach, Public Speaking, Time Management, Social Media Marketing, Management, Recruiting, Budgets, Grant Writing, Training, Social Networking, Customer Service, Editing, Advertising
Education
University of California, Davis 2003 — 2007
BA, Psychology
University of California, Davis 2003 — 2007
Bachelor of Arts (B.A.), Psychology
DZH Phillips LLP June 2015 - Present
UrbanPlay May 2015 - Present
Save Mount Diablo October 2014 - March 2015
International House at UC Berkeley November 2013 - June 2014
UC San Diego Health System March 2013 - May 2013
UC San Diego Health System February 2013 - February 2013
Dishcrawl December 2012 - February 2013
UC San Diego October 2012 - November 2012
UC Berkeley July 2008 - July 2012
UC Davis July 2005 - September 2007
Skills
Event Management, Event Planning, Public Relations, Social Media, Fundraising, Marketing, Research, Community Outreach, Public Speaking, Time Management, Social Media Marketing, Management, Recruiting, Budgets, Grant Writing, Training, Social Networking, Customer Service, Editing, Advertising
Education
University of California, Davis 2003 — 2007
BA, Psychology
University of California, Davis 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Sally Tran's DZH Phillips LLP Experience June 2014 - August 2014
Job Audit Associate at Deloitte
Industry Accounting
Experience
University of San Francisco August 2012 - August 2015
University of San Francisco January 2012 - August 2015
DZH Phillips LLP June 2014 - August 2014
Mercy High School, SF August 2009 - May 2011
Lappert's Ice Cream May 2009 - August 2009
San Francisco Recreation and Parks June 2008 - August 2008
Skills
Concur Expense, Concur Invoice, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Prezi, Expenses, Invoicing, Accounts Receivable, Accounts Payable, Accounting, Training, Policy, Auditing, Software Documentation, Teamwork
Education
University of San Francisco 2011 — 2015
Bachelor of Science (BS) Business Administration, Accounting
Mercy High School San Francisco 2007 — 2011
High School Diploma
University of San Francisco August 2012 - August 2015
University of San Francisco January 2012 - August 2015
DZH Phillips LLP June 2014 - August 2014
Mercy High School, SF August 2009 - May 2011
Lappert's Ice Cream May 2009 - August 2009
San Francisco Recreation and Parks June 2008 - August 2008
Skills
Concur Expense, Concur Invoice, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Prezi, Expenses, Invoicing, Accounts Receivable, Accounts Payable, Accounting, Training, Policy, Auditing, Software Documentation, Teamwork
Education
University of San Francisco 2011 — 2015
Bachelor of Science (BS) Business Administration, Accounting
Mercy High School San Francisco 2007 — 2011
High School Diploma
Cara Cuison's DZH Phillips LLP Experience March 2010 - August 2012
Job Workforce Management Consultant at ADP
Industry Human Resources
Experience
ADP July 2015 - Present
Lifebroker February 2013 - May 2015
DZH Phillips LLP March 2010 - August 2012
Stevens Creek BMW October 2009 - December 2010
Skills
Strategic Planning, Outlook, Sales, Business Development, Finance, Insurance, B2B, Microsoft Excel, Customer Service, Accounting, Nonprofits, Microsoft Office, Management Consulting, Mergers, CPA, Mergers & Acquisitions, Strategy, Account Management, Social Media, Online Marketing, Lead Generation, Networking, CRM, Salesforce.com, Social Media Marketing, Business Strategy, Entrepreneurship, Corporate Finance, Business Planning, Leadership, Coaching, Risk Management, Financial Analysis, Management, Change Management, New Business Development, Marketing, Negotiation, Small Business, Contract Negotiation, Operations Management, Banking, Project Planning, Team Leadership
Education
University of California, Berkeley 2004 — 2007
BACHELORS, DOUBLE MAJORED IN RHETORIC and GENDER AND WOMEN STUDIES
ADP July 2015 - Present
Lifebroker February 2013 - May 2015
DZH Phillips LLP March 2010 - August 2012
Stevens Creek BMW October 2009 - December 2010
Skills
Strategic Planning, Outlook, Sales, Business Development, Finance, Insurance, B2B, Microsoft Excel, Customer Service, Accounting, Nonprofits, Microsoft Office, Management Consulting, Mergers, CPA, Mergers & Acquisitions, Strategy, Account Management, Social Media, Online Marketing, Lead Generation, Networking, CRM, Salesforce.com, Social Media Marketing, Business Strategy, Entrepreneurship, Corporate Finance, Business Planning, Leadership, Coaching, Risk Management, Financial Analysis, Management, Change Management, New Business Development, Marketing, Negotiation, Small Business, Contract Negotiation, Operations Management, Banking, Project Planning, Team Leadership
Education
University of California, Berkeley 2004 — 2007
BACHELORS, DOUBLE MAJORED IN RHETORIC and GENDER AND WOMEN STUDIES
Brea Clayholt's DZH Phillips LLP Experience November 2014 - Present
Job Staff Accountant | Lead Cal Poly Recruiter at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP November 2014 - Present
Independent Contractor - Accountant July 2014 - February 2015
Cal Poly Corporation October 2012 - June 2014
Cal Poly Corporation May 2012 - June 2014
Skills
PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Teamwork, Microsoft Word, Customer Service, Outlook, Social Networking, Research, Facebook, Event Planning, Social Media, Access, Management, Time Management, Training, Accounting, Administrative..., Bookkeeping, Recruiting, College Recruiting, Networking, Tax Preparation, Auditing, Internal Audit
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
BS Business Administration, Business
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor's Degree Business Administration, Accounting
DZH Phillips LLP November 2014 - Present
Independent Contractor - Accountant July 2014 - February 2015
Cal Poly Corporation October 2012 - June 2014
Cal Poly Corporation May 2012 - June 2014
Skills
PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Teamwork, Microsoft Word, Customer Service, Outlook, Social Networking, Research, Facebook, Event Planning, Social Media, Access, Management, Time Management, Training, Accounting, Administrative..., Bookkeeping, Recruiting, College Recruiting, Networking, Tax Preparation, Auditing, Internal Audit
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
BS Business Administration, Business
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor's Degree Business Administration, Accounting
Aubrey Worley Aubrey Worley's DZH Phillips LLP Experience February 2014 - April 2015
Job Product Manager & Web Developer, MBA
Industry Computer Software
Experience
General Assembly June 2015 - Present
DZH Phillips LLP February 2014 - April 2015
San Francisco State University College of Business Enterprises 2013 - 2015
CHUNGDAHM Learning, Korea January 2013 - August 2013
Skills
Leadership, Software Engineering, Product Management, User Experience, Ruby on Rails, JavaScript, Market Analysis, Data Visualization, Front-end Development, Back-end Development, Management, APIs, SQL, jQuery, AJAX, Node.js, MongoDB, CSS, HTML5, Performance Metrics, Agile Methodologies, Design Thinking, Data Analysis, Information Systems, Business Planning, Business Analysis, Business Strategy, Business Development, Market Research
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (BA), Psychology and Social Behavior; Business Management
University of California, Center Rome
Semester Abroad Program: Rome, Italy
General Assembly June 2015 - Present
DZH Phillips LLP February 2014 - April 2015
San Francisco State University College of Business Enterprises 2013 - 2015
CHUNGDAHM Learning, Korea January 2013 - August 2013
Skills
Leadership, Software Engineering, Product Management, User Experience, Ruby on Rails, JavaScript, Market Analysis, Data Visualization, Front-end Development, Back-end Development, Management, APIs, SQL, jQuery, AJAX, Node.js, MongoDB, CSS, HTML5, Performance Metrics, Agile Methodologies, Design Thinking, Data Analysis, Information Systems, Business Planning, Business Analysis, Business Strategy, Business Development, Market Research
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (BA), Psychology and Social Behavior; Business Management
University of California, Center Rome
Semester Abroad Program: Rome, Italy
Cheuk (Marco) Leung Cheuk (Marco) Leung's DZH Phillips LLP Experience June 2015 - Present
Job Staff Accountant DZH Phillips
Industry Accounting
Experience
DZH Phillips LLP June 2015 - Present
Plantronics March 2014 - May 2015
UC Santa Cruz October 2014 - December 2014
UC Santa Cruz March 2014 - June 2014
UC Santa Cruz September 2013 - December 2013
Boatbound September 2013 - December 2013
Skills
Leadership, Microsoft Office, Accounting, Tax Accounting, Teamwork, Sales, Market Research, Teaching, Marketing, Analysis, Research, Microsoft Word, PowerPoint, Strategy, Microsoft Excel, Public Speaking
Education
University of California, Santa Cruz 2011 — 2014
Business Management Economics (Emphasis in Accounting)
Lynbrook high school
DZH Phillips LLP June 2015 - Present
Plantronics March 2014 - May 2015
UC Santa Cruz October 2014 - December 2014
UC Santa Cruz March 2014 - June 2014
UC Santa Cruz September 2013 - December 2013
Boatbound September 2013 - December 2013
Skills
Leadership, Microsoft Office, Accounting, Tax Accounting, Teamwork, Sales, Market Research, Teaching, Marketing, Analysis, Research, Microsoft Word, PowerPoint, Strategy, Microsoft Excel, Public Speaking
Education
University of California, Santa Cruz 2011 — 2014
Business Management Economics (Emphasis in Accounting)
Lynbrook high school
Joane Bambao's DZH Phillips LLP Experience September 2012 - Present
Job Sr. Audit Administrative Assistant at DZH Phillips LLP
Industry Financial Services
Experience
DZH Phillips LLP September 2012 - Present
BlackRock May 2012 - September 2012
Dan's Auto Repair November 2011 - May 2012
Carrier Corporation July 2010 - June 2011
Skills
Invoicing, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Planning, Administrative..., Leadership, Social Networking, Data Analysis, Marketing Research, QuickBooks, YouTube, Youth Development, Community Outreach, Business Development, Business, Network Administration, iPhone, Windows, Economics, Analytics, Payroll, Accounting, Time Management, Access, Entertainment, Office Management, Non-profits, Sales, Forecasting, Events, Internet, Writing, Twitter, Theatre, Organization, Problem Solving, Data Warehousing, Kaizen, Mac OS X, XP, Bookkeeping, SQL
Education
California State University-Sacramento 2005 — 2011
Bachelor's Science, Business-Finance
Valley High School 2001 — 2005
DZH Phillips LLP September 2012 - Present
BlackRock May 2012 - September 2012
Dan's Auto Repair November 2011 - May 2012
Carrier Corporation July 2010 - June 2011
Skills
Invoicing, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Planning, Administrative..., Leadership, Social Networking, Data Analysis, Marketing Research, QuickBooks, YouTube, Youth Development, Community Outreach, Business Development, Business, Network Administration, iPhone, Windows, Economics, Analytics, Payroll, Accounting, Time Management, Access, Entertainment, Office Management, Non-profits, Sales, Forecasting, Events, Internet, Writing, Twitter, Theatre, Organization, Problem Solving, Data Warehousing, Kaizen, Mac OS X, XP, Bookkeeping, SQL
Education
California State University-Sacramento 2005 — 2011
Bachelor's Science, Business-Finance
Valley High School 2001 — 2005
Chloe Gonzales-Gray's DZH Phillips LLP Experience March 2015 - April 2015
Job Operations Intern at Hewins Financial Advisors, LLC
Industry Financial Services
Experience
Kappa Alpha Theta November 2014 - Present
Hewins Financial Wipfli Hewins July 2015 - Present
DZH Phillips LLP March 2015 - April 2015
Starbucks January 2014 - March 2015
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Customer Service
Education
University of San Francisco 2013 — 2017
Finance
University of San Francisco 2013 — 2017
Finance
Kappa Alpha Theta November 2014 - Present
Hewins Financial Wipfli Hewins July 2015 - Present
DZH Phillips LLP March 2015 - April 2015
Starbucks January 2014 - March 2015
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Customer Service
Education
University of San Francisco 2013 — 2017
Finance
University of San Francisco 2013 — 2017
Finance
Anton Ostroushchenko, CPA, CFE, MBA Anton Ostroushchenko, CPA, CFE, MBA's DZH Phillips LLP Experience September 2007 - July 2011
Job Director Corporate Controller at Visa Inc
Industry Financial Services
Experience
Visa Inc March 2015 - Present
Visa July 2011 - Present
DZH Phillips LLP September 2007 - July 2011
Auchan Group, Moscow, Russia April 2002 - December 2004
Protek-Flagship Group November 2000 - April 2002
Mars February 1998 - November 2000
Skills
QuickBooks, Internal Controls, Finance, Financial Reporting, Sarbanes-Oxley Act, Accounting, US GAAP
Education
California State University-East Bay 2005 — 2007
MBA, Accounting, Strategic Management, Supply Chain Management
Moscow International Academy of Marketing and Management 1996 — 1997
Bachelor's degree, Finance and Financial Management Services
Moscow State Linguistic University 1989 — 1993
Bachelor's degree
Visa Inc March 2015 - Present
Visa July 2011 - Present
DZH Phillips LLP September 2007 - July 2011
Auchan Group, Moscow, Russia April 2002 - December 2004
Protek-Flagship Group November 2000 - April 2002
Mars February 1998 - November 2000
Skills
QuickBooks, Internal Controls, Finance, Financial Reporting, Sarbanes-Oxley Act, Accounting, US GAAP
Education
California State University-East Bay 2005 — 2007
MBA, Accounting, Strategic Management, Supply Chain Management
Moscow International Academy of Marketing and Management 1996 — 1997
Bachelor's degree, Finance and Financial Management Services
Moscow State Linguistic University 1989 — 1993
Bachelor's degree
Amanda Horowitz Amanda Horowitz's DZH Phillips LLP Experience February 2015 - Present
Job Client Accounting Services
Industry Accounting
Experience
DZH Phillips LLP February 2015 - Present
Creative Artists Agency July 2014 - February 2015
UC San Diego March 2014 - June 2014
UCLA July 2013 - September 2013
UCLA July 2012 - September 2012
UCLA June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Matlab, English, Public Speaking, Statistics, Java, Data Analysis, Economics, Social Media, Mathematics, Organization, Communication, Event Planning
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (B.S.), Joint Mathematics-Economics
Harvard-Westlake School 2006 — 2010
High School Diploma
DZH Phillips LLP February 2015 - Present
Creative Artists Agency July 2014 - February 2015
UC San Diego March 2014 - June 2014
UCLA July 2013 - September 2013
UCLA July 2012 - September 2012
UCLA June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Matlab, English, Public Speaking, Statistics, Java, Data Analysis, Economics, Social Media, Mathematics, Organization, Communication, Event Planning
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (B.S.), Joint Mathematics-Economics
Harvard-Westlake School 2006 — 2010
High School Diploma
Monique Corbin's DZH Phillips LLP Experience July 2014 - Present
Job Staff Accountant at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP July 2014 - Present
Skills
Microsoft Excel, Access, Microsoft Word, Microsoft Office, PowerPoint, QuickBooks, Tax Preparation, General Ledger, Bookkeeping, Intelligence Analysis, Online Research, Customer-focused Service, Tax Accounting, Supervising, Information Security, Personal Security, Physical Security, Security Clearance, Supervisory Skills, Government, Invoicing
Education
Golden Gate University
Master of Science (MS), Accounting
Saint Leo University
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Community College of the Air Force
Associate of Arts and Sciences (A.A.S.), Communication, General
DZH Phillips LLP July 2014 - Present
Skills
Microsoft Excel, Access, Microsoft Word, Microsoft Office, PowerPoint, QuickBooks, Tax Preparation, General Ledger, Bookkeeping, Intelligence Analysis, Online Research, Customer-focused Service, Tax Accounting, Supervising, Information Security, Personal Security, Physical Security, Security Clearance, Supervisory Skills, Government, Invoicing
Education
Golden Gate University
Master of Science (MS), Accounting
Saint Leo University
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Community College of the Air Force
Associate of Arts and Sciences (A.A.S.), Communication, General
Aminta Romero-Dunkle Aminta Romero-Dunkle's DZH Phillips LLP Experience September 2013 - Present
Job
Industry Financial Services
Experience
DZH Phillips LLP September 2013 - Present
Allegory, Inc. 2009 - Present
Bridgeport Financial, Inc. October 2001 - June 2009
Skills
Bookkeeping, Financial Reporting, Financial Analysis, QuickBooks, Financial Forecasting, Microsoft Excel, Payroll, Human Resources, Benefits Administration, Accounts Payable, Accounts Receivable, Collections, Outlook, Research, Staff Supervision, Employee Training, Manage Client..., Microsoft Word, Customer Service, Compliance, Procedure Manuals, PowerPoint, English, Spanish, Time Management, Access
Education
California State University-East Bay
Bachelor of Science (B.S.), Finance
SF State University
Bachelor of Arts (B.A.), Psychology
DZH Phillips LLP September 2013 - Present
Allegory, Inc. 2009 - Present
Bridgeport Financial, Inc. October 2001 - June 2009
Skills
Bookkeeping, Financial Reporting, Financial Analysis, QuickBooks, Financial Forecasting, Microsoft Excel, Payroll, Human Resources, Benefits Administration, Accounts Payable, Accounts Receivable, Collections, Outlook, Research, Staff Supervision, Employee Training, Manage Client..., Microsoft Word, Customer Service, Compliance, Procedure Manuals, PowerPoint, English, Spanish, Time Management, Access
Education
California State University-East Bay
Bachelor of Science (B.S.), Finance
SF State University
Bachelor of Arts (B.A.), Psychology
Beth Moseley Beth Moseley's DZH Phillips LLP Experience December 2014 - Present
Job Executive Assistant at DZH Phillips LLP
Industry Marketing and Advertising
Experience
DZH Phillips LLP December 2014 - Present
State Bar of California May 2014 - October 2014
Fluidigm Corporation May 2012 - September 2013
Cardno ENTRIX May 2011 - October 2011
Premium Network July 2010 - August 2011
Hitachi High Technologies America September 2002 - September 2009
Hitachi High Technologies America April 2002 - September 2009
Hitachi High Technologies America 2002 - 2009
Skills
Product Marketing, Marketing, Public Relations, Event Management, Event Planning, Marketing Communications, Leadership, Advertising, Management, Training, Editing, Trade Shows, Research, Integrated Marketing, Program Management, Newsletters, Start-ups, Salesforce.com, Press Releases, Sales, Process Improvement, Human Resources, Strategic Partnerships, New Business Development, Marketing Management, Project Management, Proposal Writing, PowerPoint, Customer Service, Strategic Planning, Microsoft Excel, Business Development, Product Development, Cross-functional Team..., Team Building, Strategy, Competitive Analysis, Writing, Technical Writing, Market Research, Organizational..., Direct Mail, Product Management, Project Planning, CRM, Excel, Customer Relations, Corporate Events, Budgets, Marketing Strategy
Education
University of California, Berkeley 2000 — 2002
Certificate, Integrated Marketing Communications
Southern Methodist University 1975 — 1977
BA, Political Science and Art History
DZH Phillips LLP December 2014 - Present
State Bar of California May 2014 - October 2014
Fluidigm Corporation May 2012 - September 2013
Cardno ENTRIX May 2011 - October 2011
Premium Network July 2010 - August 2011
Hitachi High Technologies America September 2002 - September 2009
Hitachi High Technologies America April 2002 - September 2009
Hitachi High Technologies America 2002 - 2009
Skills
Product Marketing, Marketing, Public Relations, Event Management, Event Planning, Marketing Communications, Leadership, Advertising, Management, Training, Editing, Trade Shows, Research, Integrated Marketing, Program Management, Newsletters, Start-ups, Salesforce.com, Press Releases, Sales, Process Improvement, Human Resources, Strategic Partnerships, New Business Development, Marketing Management, Project Management, Proposal Writing, PowerPoint, Customer Service, Strategic Planning, Microsoft Excel, Business Development, Product Development, Cross-functional Team..., Team Building, Strategy, Competitive Analysis, Writing, Technical Writing, Market Research, Organizational..., Direct Mail, Product Management, Project Planning, CRM, Excel, Customer Relations, Corporate Events, Budgets, Marketing Strategy
Education
University of California, Berkeley 2000 — 2002
Certificate, Integrated Marketing Communications
Southern Methodist University 1975 — 1977
BA, Political Science and Art History
Jin Elliott Jin Elliott's DZH Phillips LLP Experience March 1998 - March 2001
Job Senior Accountant at TRC
Industry Health, Wellness and Fitness
Experience
TRC February 2010 - Present
Arkeia Software October 2008 - February 2010
ECI Accounting Services March 2001 - October 2008
DZH Phillips LLP March 1998 - March 2001
Armstrong, Gilmour & Associates LLP September 1995 - March 1998
LabCorp June 1992 - August 1995
Skills
General Ledger, GAAP, Audit
Education
University of California, San Diego 2004 — 2005
Certificate in Accounting, Finance
University of California, San Diego 1988 — 1992
BA, Psychology
TRC February 2010 - Present
Arkeia Software October 2008 - February 2010
ECI Accounting Services March 2001 - October 2008
DZH Phillips LLP March 1998 - March 2001
Armstrong, Gilmour & Associates LLP September 1995 - March 1998
LabCorp June 1992 - August 1995
Skills
General Ledger, GAAP, Audit
Education
University of California, San Diego 2004 — 2005
Certificate in Accounting, Finance
University of California, San Diego 1988 — 1992
BA, Psychology
Karen Carasi's DZH Phillips LLP Experience July 2009 - June 2014
Job Tax Senior at RINA accountancy corporation
Industry Accounting
Experience
RINA Accountancy Corporation August 2014 - Present
DZH Phillips LLP July 2009 - June 2014
Daoro Zydel & Holland LLP November 2007 - June 2009
Cedar Fair Entertainment Company - California's Great America May 2007 - November 2007
Daily Wellness Company August 2005 - May 2007
Skills
GAAP, Tax, Internal Audit, Auditing, Accounting, QuickBooks, Financial Reporting, Tax Research, Financial Accounting, Revenue Recognition, Income Tax, Partnership Taxation, Tax Accounting, Internal Controls, US GAAP, Tax Preparation, Corporate Tax
Education
Golden Gate University 2005 — 2007
Master of Accountancy
University of California, Santa Cruz 2001 — 2005
Bachelor of Arts, Business Management Economics
RINA Accountancy Corporation August 2014 - Present
DZH Phillips LLP July 2009 - June 2014
Daoro Zydel & Holland LLP November 2007 - June 2009
Cedar Fair Entertainment Company - California's Great America May 2007 - November 2007
Daily Wellness Company August 2005 - May 2007
Skills
GAAP, Tax, Internal Audit, Auditing, Accounting, QuickBooks, Financial Reporting, Tax Research, Financial Accounting, Revenue Recognition, Income Tax, Partnership Taxation, Tax Accounting, Internal Controls, US GAAP, Tax Preparation, Corporate Tax
Education
Golden Gate University 2005 — 2007
Master of Accountancy
University of California, Santa Cruz 2001 — 2005
Bachelor of Arts, Business Management Economics
Maria Struve's DZH Phillips LLP Experience August 2011 - 2013
Job Tax and Accounting Specialist
Industry Accounting
Experience
Maria Struve, EA / Keating Consulting 2011 - Present
DZH Phillips LLP August 2011 - 2013
Rothstein Kass October 2007 - August 2011
Associated Pension Consultants, Inc. January 2001 - January 2003
Benetech, Inc. 1999 - 2001
SLO Forum Magazine 1996 - 1998
Skills
Income Tax, Accounting, QuickBooks, ProSystem fx Tax, Xero, Access, Bill Payment, Enrolled Agent, Operations Management, Operational Efficiency, Project Management, Process Excellence, Database Design, Visual Basic, Excel models, Real Estate License, Mortgage Lending
Education
Cal Poly San Luis Obispo
Bachelor of Arts (B.A.), Accounting
Maria Struve, EA / Keating Consulting 2011 - Present
DZH Phillips LLP August 2011 - 2013
Rothstein Kass October 2007 - August 2011
Associated Pension Consultants, Inc. January 2001 - January 2003
Benetech, Inc. 1999 - 2001
SLO Forum Magazine 1996 - 1998
Skills
Income Tax, Accounting, QuickBooks, ProSystem fx Tax, Xero, Access, Bill Payment, Enrolled Agent, Operations Management, Operational Efficiency, Project Management, Process Excellence, Database Design, Visual Basic, Excel models, Real Estate License, Mortgage Lending
Education
Cal Poly San Luis Obispo
Bachelor of Arts (B.A.), Accounting
Blanche Santos's DZH Phillips LLP Experience August 2009 - September 2012
Job Executive Assistant at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2012 - Present
DZH Phillips LLP August 2009 - September 2012
Gap Inc./Old Navy June 2008 - August 2009
Gap Inc./Old Navy September 2007 - June 2008
Gap Inc./Old Navy November 2006 - September 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Dreamweaver, Taleo, Mas 90, Gmail, Google Docs, Google Maps, Time Management, Management, Customer Service, Event Planning, Communication
Education
University of California, Davis
B.A., Communication
McKinsey & Company September 2012 - Present
DZH Phillips LLP August 2009 - September 2012
Gap Inc./Old Navy June 2008 - August 2009
Gap Inc./Old Navy September 2007 - June 2008
Gap Inc./Old Navy November 2006 - September 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Dreamweaver, Taleo, Mas 90, Gmail, Google Docs, Google Maps, Time Management, Management, Customer Service, Event Planning, Communication
Education
University of California, Davis
B.A., Communication
Stephanie Effros, M.S., SPHR's DZH Phillips LLP Experience June 2014 - Present
Job Director of Talent and Culture at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP June 2014 - Present
Seiler LLP February 2009 - June 2014
Berdon LLP January 2005 - January 2009
Plaza Associates and Law Offices of Mitchell N. Kay July 2002 - January 2005
Oxford University Press June 2001 - July 2002
Eric Multhaup 1996 - 1999
Skills
PowerPoint, Employee Benefits, Performance Management, Employee Relations, Organizational..., Human Resources, Change Management, Training, Accounting, Leadership Development, Strategic Planning, Management, Project Management, Public Speaking, Succession Planning, Onboarding, Career Development, Start-ups, Personnel Management, Recruiting, Budgets
Education
Florida International University 1999 — 2001
Ed.D. in Human Resources Development
San Francisco State University 1996 — 1998
M.S., Clinical Psychology
University of Florida 1990 — 1994
B.A., Psychology
DZH Phillips LLP June 2014 - Present
Seiler LLP February 2009 - June 2014
Berdon LLP January 2005 - January 2009
Plaza Associates and Law Offices of Mitchell N. Kay July 2002 - January 2005
Oxford University Press June 2001 - July 2002
Eric Multhaup 1996 - 1999
Skills
PowerPoint, Employee Benefits, Performance Management, Employee Relations, Organizational..., Human Resources, Change Management, Training, Accounting, Leadership Development, Strategic Planning, Management, Project Management, Public Speaking, Succession Planning, Onboarding, Career Development, Start-ups, Personnel Management, Recruiting, Budgets
Education
Florida International University 1999 — 2001
Ed.D. in Human Resources Development
San Francisco State University 1996 — 1998
M.S., Clinical Psychology
University of Florida 1990 — 1994
B.A., Psychology
Jamie Illing, CPA's DZH Phillips LLP Experience October 2008 - March 2012
Job Director of Finance & Controller at ProctorU
Industry Accounting
Experience
ProctorU November 2014 - Present
Apoyo Financiero, Inc. March 2012 - November 2014
DZH Phillips, LLP October 2008 - March 2012
McGrogan's English Academy January 2007 - May 2007
NationPoint 2002 - 2006
Sun Healthcare Group June 2001 - August 2001
Skills
QuickBooks, Microsoft Excel, Financial Reporting, Sage, Peachtree, MS Project, Conditional Formatting, GAAP, Internal Controls, Tax, CPA, Tax Preparation, Partnership Taxation, US GAAP, Income Tax, Auditing, Contract Negotiation, Financial Accounting, Finance, Accounting, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Accounting and Economics
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2006 — 2007
ProctorU November 2014 - Present
Apoyo Financiero, Inc. March 2012 - November 2014
DZH Phillips, LLP October 2008 - March 2012
McGrogan's English Academy January 2007 - May 2007
NationPoint 2002 - 2006
Sun Healthcare Group June 2001 - August 2001
Skills
QuickBooks, Microsoft Excel, Financial Reporting, Sage, Peachtree, MS Project, Conditional Formatting, GAAP, Internal Controls, Tax, CPA, Tax Preparation, Partnership Taxation, US GAAP, Income Tax, Auditing, Contract Negotiation, Financial Accounting, Finance, Accounting, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Accounting and Economics
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2006 — 2007
Michiyo DeGeeter's DZH Phillips LLP Experience November 2007 - August 2008
Job Accounting Manager at Vanguard Properties
Industry Accounting
Experience
Vanguard Properties June 2014 - Present
Saybrook University January 2012 - June 2014
Reliance Globalcom August 2008 - January 2012
DZH Phillips LLP November 2007 - August 2008
WWRE August 2005 - October 2007
IMR Global November 2000 - August 2001
Agrivert March 1997 - August 2000
Skills
Financial Management, GAAP, Monthly Close, Technology Process..., Cash Management, Variance Analysis, Budgets, Forecasting, Strategic Planning, Cross-functional Team..., Regulatory..., SAP, Great Plains Software, Oracle, QuickBooks, Peachtree, General Ledger, Reporting & Analysis, Mentoring, ERP, Inventory Management, Investments, Accounting, Financial Statements
Education
Kanagawa University
BA Ecomonics International Trade
University of Houston-Clear Lake
MA, Multicultural Studies
Vanguard Properties June 2014 - Present
Saybrook University January 2012 - June 2014
Reliance Globalcom August 2008 - January 2012
DZH Phillips LLP November 2007 - August 2008
WWRE August 2005 - October 2007
IMR Global November 2000 - August 2001
Agrivert March 1997 - August 2000
Skills
Financial Management, GAAP, Monthly Close, Technology Process..., Cash Management, Variance Analysis, Budgets, Forecasting, Strategic Planning, Cross-functional Team..., Regulatory..., SAP, Great Plains Software, Oracle, QuickBooks, Peachtree, General Ledger, Reporting & Analysis, Mentoring, ERP, Inventory Management, Investments, Accounting, Financial Statements
Education
Kanagawa University
BA Ecomonics International Trade
University of Houston-Clear Lake
MA, Multicultural Studies
Janet Holland's DZH Phillips LLP Experience 2009 - Present
Job Partner at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP 2009 - Present
Daoro Zydel & Holland LLP October 1997 - June 2009
Skills
Accounting, GAAP, Partnership Taxation, Income Tax, Financial Analysis, Tax, Corporate Tax, Financial Reporting, International Tax, Auditing, Internal Controls, CPA, Not for Profit, Financial Statement..., Revenue Recognition, US GAAP
Education
University of San Francisco 1977 — 1981
DZH Phillips LLP 2009 - Present
Daoro Zydel & Holland LLP October 1997 - June 2009
Skills
Accounting, GAAP, Partnership Taxation, Income Tax, Financial Analysis, Tax, Corporate Tax, Financial Reporting, International Tax, Auditing, Internal Controls, CPA, Not for Profit, Financial Statement..., Revenue Recognition, US GAAP
Education
University of San Francisco 1977 — 1981
Larisa Rapoport's DZH Phillips LLP Experience June 2013 - Present
Job Partner at DZH Phillips LLP
Industry Financial Services
Experience
DZH Phillips LLP June 2013 - Present
DZH Phillips LLP 2013 - 2013
DZH Phillips LLP August 2001 - December 2012
Adhere USA, Inc. January 2011 - December 2011
Smith, Lange & Phillips LLP August 2001 - July 2009
Itzhaki, Leon & Co. - CPA firm, Ramat Gan, Israel 1999 - 2001
Skills
Financial Reporting, GAAP, Consolidation, Accounting, Equity Transactions, Compliance, Strategic Planning, Management Consulting, Business Planning, Audit, Revenue Recognition, Financial Analysis, Business Strategy, Start-ups, Internal Controls, Mergers, Financial Modeling, Corporate Finance, Financial Statement..., US GAAP, Finance, CPA, Financial Accounting, Strategic Financial..., Financial Statements, Cash Flow, Due Diligence, Corporate Tax, Mergers & Acquisitions, Financial Audits, Forecasting, Private Equity, Venture Capital, Cash Flow Forecasting, Auditing, Restructuring, Tax Accounting, Assurance, IFRS, Financial Planning, Tax, Management, Leadership
Education
Golden Gate University 2003 — 2009
MBA w/concentration in Finance, with High Honors
Ben-Gurion University of the Negev 1994 — 1998
BA, pursuing MBA at GGU in SF, CA, Economics with emphasis in accounting
DZH Phillips LLP June 2013 - Present
DZH Phillips LLP 2013 - 2013
DZH Phillips LLP August 2001 - December 2012
Adhere USA, Inc. January 2011 - December 2011
Smith, Lange & Phillips LLP August 2001 - July 2009
Itzhaki, Leon & Co. - CPA firm, Ramat Gan, Israel 1999 - 2001
Skills
Financial Reporting, GAAP, Consolidation, Accounting, Equity Transactions, Compliance, Strategic Planning, Management Consulting, Business Planning, Audit, Revenue Recognition, Financial Analysis, Business Strategy, Start-ups, Internal Controls, Mergers, Financial Modeling, Corporate Finance, Financial Statement..., US GAAP, Finance, CPA, Financial Accounting, Strategic Financial..., Financial Statements, Cash Flow, Due Diligence, Corporate Tax, Mergers & Acquisitions, Financial Audits, Forecasting, Private Equity, Venture Capital, Cash Flow Forecasting, Auditing, Restructuring, Tax Accounting, Assurance, IFRS, Financial Planning, Tax, Management, Leadership
Education
Golden Gate University 2003 — 2009
MBA w/concentration in Finance, with High Honors
Ben-Gurion University of the Negev 1994 — 1998
BA, pursuing MBA at GGU in SF, CA, Economics with emphasis in accounting
Scott Pelzer's DZH Phillips LLP Experience December 2008 - October 2010
Job Vice President at BlackRock
Industry Accounting
Experience
BlackRock October 2010 - Present
DZH Phillips, LLP December 2008 - October 2010
Deloitte September 2001 - August 2008
BKD LLP 2000 - 2001
Skills
QuickBooks, Hedge Funds
Education
University of Denver 1996 — 2001
Masters of Accountancy, Accounting
BlackRock October 2010 - Present
DZH Phillips, LLP December 2008 - October 2010
Deloitte September 2001 - August 2008
BKD LLP 2000 - 2001
Skills
QuickBooks, Hedge Funds
Education
University of Denver 1996 — 2001
Masters of Accountancy, Accounting
Lisanne Aguilar's DZH Phillips LLP Experience September 2014 - Present
Job Senior Accountant at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP September 2014 - Present
Shinnyo-en Foundation February 2012 - Present
Lamoreaux Capital Management November 2006 - May 2011
Shinnyo-en Foundation March 1995 - November 2006
Skills
Research, Nonprofits, Budgets, Leadership
Education
Santa Clara University
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
University of California, Berkeley
BA, Japanese / Linguistics
DZH Phillips LLP September 2014 - Present
Shinnyo-en Foundation February 2012 - Present
Lamoreaux Capital Management November 2006 - May 2011
Shinnyo-en Foundation March 1995 - November 2006
Skills
Research, Nonprofits, Budgets, Leadership
Education
Santa Clara University
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
University of California, Berkeley
BA, Japanese / Linguistics
Andy Wahl's DZH Phillips LLP Experience October 2006 - January 2013
Job General Manager at Daylight Wine Co
Industry Wine and Spirits
Experience
Daylight Wine Co. May 2013 - Present
Wahl Consulting Group January 2013 - Present
DZH Phillips, LLP October 2006 - January 2013
Skills
Income Tax, Partnership Taxation, Corporate Tax, CPA, Tax, Tax Preparation, ProSystem fx Tax, GAAP, Tax Research, Microsoft Excel, Financial Statements, Accounting, S Corporations, Finance, Auditing, General Awesomeness, Wine, Entity Formations, Wine Consulting, Strategic Partnerships, Sales, International Sales, Business Development, Business Planning, Forecasting, Communication Skills, Leadership, Strategic Leadership, Social Events Planning, Wine Sales/Brand..., Entrepreneurship
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
Bachelor of Science, Business Administration - Accounting
Santa Rosa Junior College 2002 — 2004
Associate of Arts, Business Administration
Daylight Wine Co. May 2013 - Present
Wahl Consulting Group January 2013 - Present
DZH Phillips, LLP October 2006 - January 2013
Skills
Income Tax, Partnership Taxation, Corporate Tax, CPA, Tax, Tax Preparation, ProSystem fx Tax, GAAP, Tax Research, Microsoft Excel, Financial Statements, Accounting, S Corporations, Finance, Auditing, General Awesomeness, Wine, Entity Formations, Wine Consulting, Strategic Partnerships, Sales, International Sales, Business Development, Business Planning, Forecasting, Communication Skills, Leadership, Strategic Leadership, Social Events Planning, Wine Sales/Brand..., Entrepreneurship
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
Bachelor of Science, Business Administration - Accounting
Santa Rosa Junior College 2002 — 2004
Associate of Arts, Business Administration
Amanda Lu's DZH Phillips LLP Experience January 2014 - Present
Job Tax Supervisor at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP January 2014 - Present
Ernst & Young December 2010 - December 2013
Harvard Management Company June 2010 - December 2010
Suffolk University September 2009 - August 2010
Deloitte Tax LLP January 2008 - May 2009
Boston University June 2006 - January 2008
Skills
Tax, Accounting, Corporate Tax, Tax Returns, Financial Reporting, Auditing, Income Tax, Tax Preparation, Hedge Funds, Financial Analysis, Financial Accounting, Finance, International Tax, CPA, Tax Research
Education
Suffolk University, Sawyer Business School 2009 — 2011
Master of Science, Taxation
Boston University - School of Management 1998 — 2008
Bachelor of Science; Master's, Business Management; Accounting and Finance
DZH Phillips LLP January 2014 - Present
Ernst & Young December 2010 - December 2013
Harvard Management Company June 2010 - December 2010
Suffolk University September 2009 - August 2010
Deloitte Tax LLP January 2008 - May 2009
Boston University June 2006 - January 2008
Skills
Tax, Accounting, Corporate Tax, Tax Returns, Financial Reporting, Auditing, Income Tax, Tax Preparation, Hedge Funds, Financial Analysis, Financial Accounting, Finance, International Tax, CPA, Tax Research
Education
Suffolk University, Sawyer Business School 2009 — 2011
Master of Science, Taxation
Boston University - School of Management 1998 — 2008
Bachelor of Science; Master's, Business Management; Accounting and Finance
Christopher Liong, CPA's DZH Phillips LLP Experience January 2013 - October 2013
Job Assurance Manager at BDO
Industry Accounting
Experience
BDO USA, LLP August 2014 - Present
BDO USA October 2013 - July 2014
DZH Phillips LLP January 2013 - October 2013
DZH Phillips LLP January 2011 - December 2012
DZH Phillips LLP October 2008 - December 2010
Skills
Revenue Recognition, Auditing, Internal Controls, Tax, Income Tax, Tax Preparation, Financial Reporting, Accounting, Financial Accounting, QuickBooks, Microsoft Excel, US GAAP, Financial Analysis, Tax Research, Tax Accounting, Partnership Taxation, Finance, Internal Audit, Corporate Tax, GAAP, Corporate Finance, Financial Statement..., Strategic Financial..., General Ledger, CPA, ProSystem fx Tax, Cost Accounting, Variance Analysis, Financial Statements, Tax Returns, Cash Flow, Financial Modeling, Consolidation, Bookkeeping, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2008
MAcc, Accounting
University of Michigan 2003 — 2007
Bachelor's Degree, Mechanical Engineering
BDO USA, LLP August 2014 - Present
BDO USA October 2013 - July 2014
DZH Phillips LLP January 2013 - October 2013
DZH Phillips LLP January 2011 - December 2012
DZH Phillips LLP October 2008 - December 2010
Skills
Revenue Recognition, Auditing, Internal Controls, Tax, Income Tax, Tax Preparation, Financial Reporting, Accounting, Financial Accounting, QuickBooks, Microsoft Excel, US GAAP, Financial Analysis, Tax Research, Tax Accounting, Partnership Taxation, Finance, Internal Audit, Corporate Tax, GAAP, Corporate Finance, Financial Statement..., Strategic Financial..., General Ledger, CPA, ProSystem fx Tax, Cost Accounting, Variance Analysis, Financial Statements, Tax Returns, Cash Flow, Financial Modeling, Consolidation, Bookkeeping, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2008
MAcc, Accounting
University of Michigan 2003 — 2007
Bachelor's Degree, Mechanical Engineering
Tricia Boyd's DZH Phillips LLP Experience August 2008 - May 2012
Job at
Industry Accounting
Experience
Marin & Montanye LLP June 2012 - Present
DZH Phillips LLP August 2008 - May 2012
Skills
Financial Reporting, Auditing, Financial Accounting, Financial Statements, Income Tax, Account Reconciliation
Education
Queens College 2000 — 2003
Bachelor's degree, Accounting and Finance
Marin & Montanye LLP June 2012 - Present
DZH Phillips LLP August 2008 - May 2012
Skills
Financial Reporting, Auditing, Financial Accounting, Financial Statements, Income Tax, Account Reconciliation
Education
Queens College 2000 — 2003
Bachelor's degree, Accounting and Finance
Mary Mak's DZH Phillips LLP Experience September 2008 - March 2011
Job Administrative Assistant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2012 - Present
DZH Phillips LLP September 2008 - March 2011
Skills
Outlook, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Spreadsheets, Office Management
Education
San Francisco State University
Wells Fargo Advisors, LLC November 2012 - Present
DZH Phillips LLP September 2008 - March 2011
Skills
Outlook, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Spreadsheets, Office Management
Education
San Francisco State University