KPMG Company
Industry: Company
DescriptionKPMG is a professional service company and one of the Big Four auditors, along with Deloitte, Ernst & Young, and PricewaterhouseCoopers. Seated in Amstelveen, the Netherlands, KPMG employs 207,050 people and has three lines of services: financial audit, tax, and advisory. Headquarters: Amstelveen, Netherlands Revenue: 28.96 billion USD (2018) Customer service: 810 800 5555 5522 Subsidiaries: KPMG Canada, KPMG India Private Limited, Founders: Klynveld Kraayenhof & Co., Marwick Mitchell & Co., Klynveld Main Goerdeler, William Barclay Peat & Co.
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KPMG Employees
EY June 2010 - Present
KPMG July 2008 - June 2010
Alba Action Sports June 2006 - June 2008
KPMG, LLP. June 2007 - August 2007
Skills
ASC 740 (FAS 109), ASC 740-10 (FIN 48), Tax Accounting, Tax Compliance, Corporate Taxation, Corporate Tax Planning, Tax, Accounting, Corporate Tax, Tax Research, US GAAP, Tax Returns, Income Tax, GAAP, FIN 48, Tax Advisory, International Tax, SEC filings, Partnership Taxation, Sarbanes-Oxley Act, Tax Preparation, CPA, Big 4
Education
San Diego State University-California State University 2004 — 2008
Business, Accounting
Granada high school 2000 — 2004
Equinix 2014 - Present
KPMG 1999 - 2014
Skills
Tax Accounting, SEC Filings
Education
San Francisco State University 1997 — 1999
Master's degree, Taxation
San Francisco State University 1994 — 1996
Bachelor's degree, Accounting and Finance
BDO Seidman, LLP July 2008 - February 2009
Alvarez & Marsal March 2006 - May 2008
KPMG September 2005 - March 2006
Marsh Inc. August 2003 - September 2005
Education
Sam Houston State University
Finance, Finance and Accounting
GranthamPoole September 2008 - Present
KPMG May 2002 - September 2008
Arthur Andersen LLP July 1997 - May 2002
Skills
CPA, Auditing, Accounting, Business Valuation, Tax, Forensic Accounting, Corporate Tax, Litigation Support, Financial Reporting, Income Tax, GAAP, US GAAP, Financial Statements, Tax Accounting, Internal Controls, Payroll Taxes, General Ledger, Finance, Tax Preparation, QuickBooks, Valuation, Financial Analysis, Financial Accounting
Education
University of Alabama 1995 — 1997
MBA, Accounting/Finance
Samford University 1991 — 1995
Bachelor of Science, Accounting
Jackson Academy 1978 — 1991
HRS May 2014 - Present
People Partners, LLC August 2014 - Present
Guidance January 2011 - May 2014
PIHRA 7 August 2010 - December 2013
Taproot Foundation 2010 - 2011
HRS January 1990 - December 2010
OleOle.com February 2007 - January 2009
USSearch.com 2007 - 2008
Razorgator, Inc February 2006 - March 2007
KPMG 2005 - 2006
Skills
Strategic Planning, Problem Solving, Legal Compliance, Employee Relations, Recruiting, Training, Start-ups, Performance Improvement, Culture Change, Employment Law, E-commerce, Big 4, Talent Management, Organizational..., Human Resources, Leadership Development, Social Media, Talent Acquisition, Onboarding, Performance Management, Technical Recruiting, Applicant Tracking..., Change Management, Strategy, Leadership, Employee Benefits, Management, Deferred Compensation, Sourcing, Benefits Administration, Program Management, Temporary Placement, Coaching, Hiring, Performance Appraisal, Executive Management, Career Development
Education
LA Bar Association
Certificate, Mediation
San Diego State University-California State University
MBA, Human Resources and Industrial Relations
University of California, Los Angeles
BA, psychology
UC San Diego Health System - Moores Cancer Center August 2014 - Present
UC San Diego January 2014 - April 2014
Stanford University September 2013 - October 2013
Stanford University July 2013 - August 2013
Stanford University May 2013 - July 2013
Palo Alto Foundation Medical Group January 2013 - May 2013
Lakeview Dog Play Area December 2012 - January 2013
KPMG December 2010 - November 2012
One Warm Coat October 2009 - March 2010
Beth Lipski September 2007 - December 2008
Skills
Training, Project Management, Leadership, Event Planning, Management, Outlook, Teamwork, Program Management, Time Management, Nonprofits, Public Speaking, Interpersonal..., Software Documentation, Community Outreach, Microsoft Word, Microsoft Office, Social Media Marketing, Government, Policy, Microsoft Excel, Fundraising, Administrative..., Social Media, Budgets, PowerPoint, Proposal Writing, Human Resources, Employee Relations, Team Building, Process Improvement, Technical Writing, Technical Documentation, Technical Training, Analysis, Editing, Research, Project Planning, Business Development, Epic Systems
Education
San Francisco State University 1991 — 1994
B.A., Humanities
Sonoma State University 1989 — 1991
KPMG September 2008 - Present
Morton's The Steakhouse November 1999 - September 2008
Skills
GAAP, Accounting, Internal Controls, Recruiting, SEC filings, Auditing, US GAAP, Financial Audits, Team Leadership, Management, Sarbanes-Oxley Act, Financial Reporting, CPA, Sarbanes-Oxley, Revenue Recognition, External Audit
Education
San Diego State University-California State University 2006 — 2008
BSBA - Accounting, Accounting
San Diego Mesa College 2003 — 2006
Transferred, General
Hickman Mills High School, Kansas City, MO
Diploma, College Prep
O'Brien, Miller & Blake, CPAs January 2005 - Present
Border Valley Trading Co. and Mesquite Cattle Feeders, Inc. June 2000 - October 2004
O'Brien & Schwindt, CPAs January 1984 - July 2000
Price Waterhouse Coopers - San Diego May 1981 - February 1984
KPMG December 1980 - May 1981
Skills
Tax, CPA, Accounting, Finance, Financial Statements, Accountants, Valuation, Income Tax, Business Valuation, Internal Controls, Sales Tax, Financial Reporting, Financial Analysis, GAAP, Strategy, Partnership Taxation, Tax Research, US GAAP, Auditing, Tax Advisory, Tax Law, Due Diligence, SEC filings, Tax Preparation, S Corporations, International Tax, Cash Flow, Forensic Accounting, Entity Selection, Financial Modeling, Business Planning, Private Equity, Tax Accounting, Corporate Tax, Tax Returns, Strategy Development, Outsourced CFO, Tax Strategies, Estate Tax Planning, Big 4
Education
University of California, Los Angeles 1973 — 1977
B.A., Economics
San Diego State University-California State University 1978 — 1981
MBA, Business/Accounting
Vita Grafica Design 2006 - Present
KPMG 1994 - 1995
MCI 1992 - 1994
Skills
Graphic Design, Copy Editing, Adobe Creative Suite, Brochures, Corporate Communications, Web Design, Logo Design, InDesign, Collateral, Image Editing, Image Manipulation, Brand Development, Typography, Creative Direction, Illustration, Marketing Communications, Advertising
Education
University of California, Berkeley 1986 — 1989
Bachelor of Arts (B.A.), Italian Literature + Language
San Francisco State University
Italian Language and Literature
KPMG 2008 - Present
RSM McGladrey June 2005 - December 2008
Point Loma Nazarene University 2004 - 2005
RSM McGladrey May 2000 - September 2002
Skills
Management, Cross-functional Team..., Change Management, Strategic Planning, Project Management, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Account Reconciliation, QuickBooks, Risk Management, Internal Controls, Microsoft Excel, Microsoft Word, Microsoft Office, Operations Management, Internal Audit, PowerPoint, Team Leadership
Education
San Diego State University-California State University 2007 — 2013
Master of Social Work (MSW), Administration & Community Development
San Diego State University-California State University 1983 — 1986
BS, Bus Administration-Accounting
Quest Diagnostics 2008 - 2013
Allergan 2003 - 2008
Amgen 2006 - 2007
Watson Pharmaceuticals 2003 - 2004
KPMG August 2000 - May 2001
Skills
Computer System..., Compliance, 21 CFR Part 11, SAP, Salesforce.com, ERP Implementation, Mechanical Engineering, Off-Label Marketing..., LIMS, Team Leadership, ERP, Cross-functional Team..., Marketing, Program Management, GxP, Business Process..., Business Intelligence, Leadership, Strategy, Pharmaceutical Industry, Vendor Management, Project Management, Change Control, Process Improvement, V&V, Quality Assurance, Validation, Financial Management, Excel Validation, Spreadsheet Validation, Sapphire Validation, German, English, French, Spanish, Russian, Patent Litigation, Patent Licensing, Patent Prosecution, Intellectual Property, Intellectual Asset..., Management, Consulting, Strategic Partnerships, Strategic Planning, Business Analysis
Education
University of Technology, Dresden, Germany 1994 — 2000
Master, Engineering
San Diego State University-California State University 1997 — 1998
Master, Business Administration
Premier, Inc. April 2012 - Present
Quidel September 2011 - March 2012
Nichols, Rise & Company LLP September 2009 - June 2011
Premier, Inc. January 2006 - July 2008
KPMG July 2003 - January 2006
Skills
Financial Reporting, CPA, Internal Controls, SEC filings, Sarbanes-Oxley Act, GAAP
Education
San Diego State University-California State University 2002 — 2003
MSA, Accounting
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Accounting
KPMG June 2015 - Present
Grant Thornton LLP September 2014 - May 2015
Capstone Corporation September 2012 - June 2013
AWISgroup - Arrowhead Wholesale Insurance Services, LLC August 2009 - August 2012
Skills
National Security, Military, Security Clearance, DoD, Intelligence Analysis, Microsoft Office, Analysis, Risk Management, Microsoft Word, Defense, PowerPoint, Government, Financial Analysis, Intelligence, Microsoft Excel, Research, Leadership
Education
University of Southern California 2013 — 2014
Master of Accounting
San Diego State University-California State University
Master of Science (MS), Homeland Security
San Diego State University-California State University
Bachelor of Arts (BA), Economics
国金证券-Sinolink Investment Services Co. February 2015 - Present
State Grid Yingda Group Yingda International Trust August 2014 - January 2015
Hillcrest Business Association September 2012 - December 2012
China US Business Summit April 2011 - May 2011
SDSU Chinese Students and Scholars Association January 2010 - January 2011
KPMG August 2010 - December 2010
repays.net September 2010 - November 2010
San Diego State University September 2009 - June 2010
Merrill Lynch January 2009 - May 2009
Skills
Finance, Program Management, Portfolio Management, Analysis, Equities, Equity Research, Trust Management, Trust Services, Private Equity
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (M.S.), Finance, General
San Diego State University-California State University 2007 — 2012
christian unified high
christian unified high
haihe high
haihe high
KPMG August 2015 - Present
KPMG February 2014 - Present
Global Mountain Solutions April 2013 - January 2014
12th Gate Inc. December 2011 - March 2013
Merrill Lynch September 2010 - December 2010
Costco Wholesale November 2007 - January 2009
Skills
Spanish, Financial Modeling, Marketing Strategy, Marketing, Digital Marketing, Valuation, Project Management, Social Media Marketing, Online Advertising, International Business, Social Media, Strategy, Global Business..., Business Development, Competitive Analysis, Business Strategy, Direct Sales, Recruiting, International Sales, Sales Management, CRM, Salesforce.com, B2B, Account Management, Operations Management, Management, Training, Market Research, Sales, Entrepreneurship, Customer Service, Selling, Lead Generation, Start-ups, Market Analysis, Finance, Online Marketing, New Business Development
Education
Universidad del CEMA 2011 — 2011
Exchange Program, International Business
San Diego State University-California State University 2007 — 2011
Bachelor of Arts (BA), International Business
Scripps Ranch High School 2005 — 2007
Adventure Travel Group 2002 - Present
Jones Lang LaSalle 1987 - 1998
KPMG 1985 - 1987
Skills
Tourism, Strategic Planning, Budgets, Public Speaking, Event Management, Marketing Strategy, Marketing, Customer Service, Event Planning, Social Media Marketing, Forecasting, Adventure Travel, Team Leadership, English, Management, New Business Development, Leadership, Negotiation, Fundraising
Education
University of Colorado at Boulder 1983 — 1985
MBA, Finance & Accounting
San Diego State University-California State University 1976 — 1982
BS, Finance
Clairemont High School
Arena Pharmaceuticals June 2001 - Present
Venture Catalyst Incorporated January 2000 - May 2001
USATalks.com May 1999 - January 2000
Division Incorporated November 1998 - May 1999
Guild Mortgage Company May 1993 - November 1998
KPMG January 1991 - May 1993
Education
San Diego State University-California State University 1988 — 1990
BS in Business Administration, Accounting
County of San Diego June 2015 - Present
C-Far Consulting June 2010 - Present
UC San Diego April 2014 - June 2014
San Diego Police Foundation August 2008 - June 2010
Academy for Professional Excellence October 1998 - March 2008
Integrated Change Strategies January 2001 - May 2006
KPMG April 1997 - May 1998
Skills
Program Evaluation, Survey Design, Community Outreach, Strategic Planning, Needs Analysis, Organizational..., Program Development, Program Design, Program Planning, Large Group Facilitation, Program Facilitation, Executive Coaching, Program Management, Training, Leadership, Nonprofits
Education
San Diego State University-California State University 1995 — 1997
MPA, Public Administration
University of California, San Diego 1992 — 1994
BA, Urban Studies and Planning
Green Street Advisors March 2009 - June 2014
The Irvine Company July 2007 - March 2009
New Century Mortgage November 2006 - July 2007
Gateway July 2006 - November 2006
Johnson & Johnson September 2004 - July 2006
KPMG September 2003 - September 2004
San Francisco State University September 2001 - May 2003
The Hay Group 2002 - 2003
Accenture August 2000 - August 2001
Skills
Onboarding, Succession Planning
Education
San Francisco State University 2001 — 2003
M.S., Industrial Organizational Psychology
University of California, Los Angeles 1996 — 2000
B.A., Psychology and Business Administration
KPMG July 2004 - Present
Skills
Sales Tax, Research, Microsoft Excel, Reverse Audit Refunds, Voluntary Disclosure, Planning, Registrations, Auditing, CPA, Tax Accounting, Big 4
Education
San Diego State University-California State University 2000 — 2005
BS, Accounting
Sellers Richardson Holman & West 2007 - 2012
KPMG 2003 - 2007
American Cast Iron Pipe Company 2002 - 2003
Arthur Anderson December 1999 - 2002
Skills
Financial Reporting, Auditing, CPA, Accounting, GAAP, Employee Benefits, Internal Controls, US GAAP, External Audit, Tax Accounting, SEC filings, Corporate Tax, Sarbanes-Oxley Act
Education
University of Alabama 1998 — 1999
Masters, Accounting
Samford University 1994 — 1998
Bachelor, Accounting
KPMG September 2013 - Present
d-fine GmbH September 2012 - October 2012
Stuttgarter Versicherung June 2009 - August 2009
Skills
Data Analysis, English, R, Python, Matlab, German, Data Mining, C++, Java, SAS, Microsoft Office, Microsoft Excel, Machine Learning, MapReduce, Pandas, SQL, JSON, MongoDB, PyMongo, SciPy, NumPy, Git, Github, D3.js, JavaScript, Financial Modeling, Actuarial Science, Auditing, Finance, Financial Analysis, Risk Management, Microsoft Word, Fortran, VBA, Financial Mathematics, French, Spanish, Statistical Modeling, IDEA, Life Insurance, Financial Reporting, Business Analysis, Option Pricing, Analysis, Bloomberg Terminal, SAS Data Integration..., Research, eAudIT, Insurance, Statistics
Education
Udacity 2015 — 2015
Nanodegree, Data Analyst
Universität Ulm 2010 — 2013
Master of Science (M.Sc.), Business Mathematics, A
San Diego State University-California State University 2011 — 2012
Master of Science (M.Sc.), Applied Mathematics, 4.0
Universität Ulm 2007 — 2010
Bachelor of Science (B.Sc.), Business Mathematics, A
Armanino LLP 1994 - Present
John McKean & Co 1992 - 1994
KPMG 1989 - 1992
Skills
Tax, Business Valuation, Accounting, Financial Reporting, Mergers, Auditing, Financial Analysis, Valuation, CPA, Mergers & Acquisitions, GAAP, Partnership Taxation, Forensic Accounting, Tax Preparation, Internal Audit, Expert Witness, SEC filings, Income Tax, Managerial Finance, Financial Statements, Revenue Recognition, Tax Accounting, US GAAP, Corporate Tax, Tax Research, Sarbanes-Oxley Act, Financial Accounting, Tax Returns, External Audit, FIN 48, Internal Controls, Due Diligence, Sarbanes-Oxley, International Tax, SEC Filings
Education
San Francisco State University 1983 — 1988
BS-Business
The Summit Organization, LLC January 1992 - Present
The Summit Organization 1992 - 2010
Seitz Mfg. Co., Inc. 1985 - 1990
KPMG 1978 - 1986
Skills
Mergers, Strategic Planning, Business Strategy, Management Consulting, Investments, Financial Analysis, Start-ups, New Business Development, Due Diligence, Business Planning, Estate Planning, Retirement Planning, Negotiation, Strategic Financial..., Corporate Finance, Team Building, Insurance, Sales Management, Marketing Strategy, Private Equity, Mergers & Acquisitions, Entrepreneurship, Restructuring, Leadership, Finance, Loans, Strategy
Education
San Diego State University-California State University 1959 — 1964
Bachelor of Science (BS), Accounting
Grant Thornton LLP November 2014 - Present
BDO USA, LLP January 2014 - October 2014
KPMG January 2012 - December 2013
San Diego State University March 2010 - December 2011
KPMG June 2011 - August 2011
Skynet Wireless Inc January 2001 - September 2008
Skills
Financial Reporting, Account Reconciliation, CPA, QuickBooks, Corporate Tax, Partnership Taxation, Internal Controls, GAAP, Financial Statements, Finance, Variance Analysis, Accounting, US GAAP, Tax Accounting, Financial Accounting, Tax Research, Tax Preparation, Income Tax, Tax Returns, Big 4, Tax Advisory, FIN 48, Auditing, Financial Analysis, Microsoft Excel, SEC Filings, General Ledger, Bookkeeping, Accounts Receivable, Accounts Payable, International Tax, Tax, Fixed Assets, Journal Entries
Education
San Diego State University-California State University 2010 — 2011
MS, Accountancy Taxation
Soongsil University
BA, History
Accretive Solutions March 2011 - Present
KPMG January 2007 - October 2010
BioNumerik Phamaceuticals, Inc. May 2004 - December 2006
Harcourt Assessment, Inc. July 2001 - September 2003
USAA February 1997 - June 2001
Play-By-Play Toys & Novelties 1994 - 1996
The Dee Howard Company 1990 - 1993
Education
San Antonio College
Database Specialist
Pretty Petal Studio January 2007 - Present
Zavos Architecture + Design, LLC (ZA+D) March 2015 - September 2015
MedImmune May 2005 - July 2009
BaySaver Technologies, Inc. December 2003 - May 2005
KPMG November 1999 - December 2003
Skills
Photoshop, Digital Photography, Graphic Design, Fine Art, Marketing, Portrait Photography, Photos, Portraits, Photography, Art, Fine Art Photography, Weddings, Wedding Photography
Education
San Diego State University-California State University 1991 — 1995
Bachelor of Arts (B.A.), English, Creative Writing
San Diego State University-California State University
Bachelor of Arts (B.A.), English-Creative Writing
Slack Technologies, Inc June 2015 - Present
KPMG August 2011 - May 2015
MBRS-IMSD Program at San Diego State University September 2009 - May 2011
Citrix Systems December 2009 - January 2010
Skills
Word, PowerPoint, Excel, Accounting, GAAP, Auditing, Financial Accounting, Microsoft Office, Financial Reporting, Accounts Payable, Outlook, Financial Statements, Access, US GAAP, Account Reconciliation, Microsoft Excel, Revenue Recognition, Finance, Microsoft Word, Budgets
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Science, Accounting
The Walt Disney Company March 2014 - Present
Avery Dennison October 2011 - March 2014
Avery Dennison December 2002 - October 2011
Science Applications International Corporation November 2000 - December 2002
KPMG August 1995 - November 2000
DataQuick Information Systems September 1990 - June 1995
Skills
Tax, Mergers & Acquisitions, Sarbanes-Oxley Act, Finance, US GAAP, Corporate Finance, Hyperion Enterprise, Corporate Tax, Process Improvement, Financial Reporting, Tax Accounting, Financial Analysis, Consolidation, Financial Statements, Accounting, Financial Accounting, Financial Audits, Forecasting, Treasury, Transfer Pricing, Managerial Finance, Restructuring, SEC filings, Due Diligence, General Ledger, Finance Transformation, Project Management, Cash Flow Forecasting, Strategic Financial..., Income Tax, International Tax, Acquisition Integration, Financial Modeling, Cash Management
Education
San Diego State University-California State University 1994 — 1995
Masters
University of San Diego 1982 — 1987
Bachelors
Vista High School
Vista High School
KPMG January 2015 - March 2015
Regions Financial Corporation June 2014 - August 2014
Turpin & Associates P.C. August 2013 - June 2014
Turbo Filtration Corporation May 2010 - August 2013
SaveFirst Americorps February 2013 - April 2013
Skills
Microsoft Office, Customer Service, Research, Teamwork, Windows, Time Management, Bookkeeping, Leadership
Education
Samford University 2011 — 2015
Bachelor’s Degree, Accounting
Faith Academy
MicroAge LLC February 2002 - Present
Western International University 1999 - Present
Western International University 2004 - 2015
MicroAge, Inc August 1998 - February 2002
KPMG August 1988 - August 1994
Skills
Strategic Planning, Accounting, Process Improvement, Financial Analysis, Management, Financial Reporting, Entrepreneurship, Banking, Forecasting, Financial Modeling, Budgets, Leadership, Start-ups, Mergers & Acquisitions, Strategy, Business Development, Business Planning, Finance, Executive Management, Team Building, Management Consulting, Business Strategy, Analysis, Managerial Finance
Education
University of California, Irvine - The Paul Merage School of Business 1986 — 1988
MBA, Masters
San Diego State University-California State University 1982 — 1986
Bachelors, Finance
Magone & Company, P.C. September 2013 - Present
Magone & Company, P.C. July 2010 - August 2013
Grassi & Co. January 2010 - June 2010
Magone & Company, P.C. November 2003 - December 2009
Grant Thornton LLP September 2006 - January 2008
KPMG December 2002 - October 2003
EY October 1999 - May 2001
EY November 1994 - September 1999
Skills
Audit, Non-profits, Internal Controls, GAAP, Financial Reporting, US GAAP, Accounting, Sarbanes-Oxley Act, SEC filings, External Audit, CPA, Financial Accounting, Assurance, Tax, Internal Audit, IFRS, Sarbanes-Oxley, Financial Statements, General Ledger, Income Tax, Partnership Taxation, SOX 404, Auditing, Nonprofits, Due Diligence, Forensic Accounting, Financial Audits, Revenue Recognition, Tax Accounting, Corporate Tax, Big 4, Tax Preparation, Consolidation, Cash Flow Forecasting, International Tax, Tax Advisory, Variance Analysis, Cost Accounting
Education
San Beda College 1990 — 1994
BS Accounting, Accounting
Lourders School Quezon City
KPMG 2009 - Present
San Diego Sports Innovators 2013 - Present
YMCA of San Diego County 2012 - Present
NextWave June 2008 - November 2008
KPMG 2004 - 2008
Grice, Lund and Tarkington LLP 2003 - 2004
Skills
Financial Reporting, Auditing, US GAAP, Sarbanes-Oxley Act, SEC Filings, Revenue Recognition, CPA, IFRS, External Audit, Financial Accounting, Consolidation, Big 4, GAAP, Communication, Technical Accounting..., US GAAP reporting, Debt/Equity Offerings, Sarbanes-Oxley, Financial Analysis, Business Acquisition, Data Analysis, Pre-IPO, IPO
Education
San Diego State University-California State University 1999 — 2004
Bachelor of Science (B.S.), Accountancy
Allison Hooks, CPA, Inc. January 2005 - Present
KPMG January 2002 - December 2004
Skills
Tax Research, Tax
Education
Samford University 2001 — 2001
Master of Accountancy
Samford University 1997 — 2001
BSBA, Accounting and Business Management
The Lovett School 1994 — 1997
IntelliHARTx, LLC September 2012 - Present
Convergent Revenue Cycle Management, Inc. February 2011 - September 2012
Southeast Anesthesiology Consultants/American Anesthesiology May 2009 - February 2011
Kadent Corporation August 2006 - April 2009
KPMG May 2005 - February 2006
Vanderbilt University Medical Center January 2002 - February 2004
Vanderbilt University Medical Center June 2000 - January 2002
PricewaterhouseCoopers April 1999 - June 2000
IPN Network, LLP January 1996 - December 1998
Edix Corporation, Spheris/MedQuist October 1992 - December 1995
Education
University of California, Los Angeles - The Anderson School of Management 1987 — 1989
MBA
San Diego State University-California State University 1977 — 1981
BS
KPMG Advisory April 2011 - Present
KPMG April 2011 - Present
Bank of America July 2009 - April 2011
Bank of America August 2008 - July 2009
Indymac Federal Bank December 2007 - September 2008
IndyMac Bank 2005 - 2007
Countrywide 2002 - 2005
Skills
Project Management, Six Sigma, Information Technology, Human Resources, Application Lifecycle..., Operations Management, IT Management, IT Operations, Microsoft Office, SharePoint Designer, Forecasting, Internal Audit, Risk Management, Credit Risk, Consulting, Process Consulting, Process Improvement, Risk Assessment, Financial Risk, Business Intelligence, Business Process, Operational Risk..., SDLC, Visio, Business Planning, Credit, Analysis, Business Analysis, Management, Leadership, Project Portfolio..., Software Documentation, MS Project, Cross-functional Team..., Governance, Business Process..., Program Management, PMO, Vendor Management, Training, Business Strategy, Executive Management, Banking, Finance
Education
University of La Verne 2008 — 2009
MBA, Business and Information Technology
University of Phoenix 2000 — 2002
BS, Business Management
San Diego State University-California State University 1996 — 1999
Business Management
Rancho Bernardo High
Graduate, Business
New Relic, Inc. March 2015 - Present
KPMG October 2012 - March 2015
Skills
External Audit, Internal Controls, IFRS, US GAAP, Auditing, Big 4, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Assurance, SEC filings, Accounting, Financial Analysis, Financial Audits
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (BS), Master of Science (MS), Accounting
Avanade October 2013 - Present
Deloitte January 2007 - September 2013
KPMG October 2005 - December 2006
Skills
Certified Public..., Corporate Tax, Income Tax, Accounting, Financial Reporting, Compliance, ASC 740, Tax Accounting, Tax Advisory, Auditing, US GAAP, CPA, Internal Controls, Tax Research
Education
San Diego State University-California State University
BS, Accounting
Illumina March 2013 - Present
Mobilitie April 2011 - March 2013
Mobilitie August 2010 - April 2011
KPMG September 2008 - August 2010
West, Rhode & Roberts January 2006 - April 2008
Skills
Financial Analysis, Financial Planning, Financial Modeling, Excel, Word, PowerPoint, JD Edwards
Education
San Diego State University-California State University 2006 — 2008
MS, Accountancy
University of California, San Diego 2002 — 2005
BS, Economics and Management Science
Gap Inc. May 2013 - Present
Ernst & Young November 2007 - August 2012
KPMG 2000 - 2007
PwC 1996 - 2000
Skills
Tax, Tax Accounting, Income Tax, Corporate Tax, FIN 48, Accounting, Auditing, Due Diligence, Tax Advisory, Transfer Pricing, International Tax, CPA, Tax Law, SEC filings, US GAAP, Sarbanes-Oxley Act, Internal Controls, Tax Preparation, GAAP, State Tax, Big 4, Tax Returns, US Tax, Tax Research, Partnership Taxation, Sales Tax, FAS109, Use Tax, Property Tax, SEC Filings
Education
San Diego State University-California State University 1994 — 1996
Master's degree, Taxation
San Diego State University-California State University 1990 — 1994
Bachelor of Science (B.S.), Accounting
LPL Financial August 2015 - Present
LPL Financial July 2014 - Present
KPMG August 2012 - July 2014
AKT LLP CPAs and Business Consultants June 2011 - August 2011
Education
San Diego State University-California State University 2009 — 2012
BS in Business Administration
Williams-Sonoma, Inc. June 2011 - Present
Dolby Laboratories November 2009 - June 2011
Apple Inc. April 2009 - November 2009
Mervyns November 2005 - October 2008
Gap Inc. December 1998 - November 2005
J.P. Morgan February 1996 - August 1998
KPMG February 1995 - January 1996
Education
San Francisco State University 1987 — 1994
BS, Computer Information Systems
George Washington High, SF 1983 — 1987
Beusa Energy October 2011 - Present
KPMG August 2008 - October 2011
Skills
Accounting, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
Sam Houston State University 2004 — 2008
Bachelor of Business Administration, Accounting
PwC November 2013 - Present
KPMG October 2011 - October 2013
Armanino McKenna LLP July 2010 - October 2011
BAE Systems February 2007 - September 2009
Merrill Lynch May 2006 - August 2006
Skills
Financial Modeling, Internal Controls, Microsoft Excel, Financial Reporting, Auditing
Education
University of San Francisco 2011 — 2013
MSc, Financial Analysis
University of California, San Diego 2008 — 2009
Accounting
San Diego State University-California State University 2002 — 2006
Business Administration, Information Systems
University Now January 2014 - Present
Gazillion Entertainment December 2009 - January 2014
RealNetworks January 2008 - December 2009
RealNetworks April 2005 - April 2008
Advanced Telcom Group July 1999 - March 2005
GE May 2003 - January 2005
Precision Navigation, Inc. September 1995 - July 1999
KPMG September 1989 - July 1993
Skills
Business Development, Analysis, Forecasting, Finance, Management, Strategy, Due Diligence, Mergers & Acquisitions, Selling, Mergers, Executive Management, Budgets, Strategic Financial..., Venture Capital, Corporate Finance, Strategic Planning, E-commerce, Financial Modeling, Leadership, Accounting
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
San Diego State University-California State University 1985 — 1989
BS, Accounting
Pierce Education Properties, L.P. September 1995 - Present
San Diego State University Foundation 1995 - 2006
The California State University 1999 - 2004
Price Waterhouse 1988 - 1993
KPMG 1984 - 1988
Skills
Commercial Real Estate, Real Estate Economics, Property Management, Financial Analysis, Due Diligence, Real Estate Development, Real Estate, Asset Management, Leases, Marketing, Asset Managment, Project Management, Investment Properties, Real Estate Transactions, Strategic Planning, Customer Service, Contract Negotiation, Budgets, Public Relations, Financial Modeling, Event Management, Analysis, Social Media
Education
San Diego State University-California State University 1984 — 1988
MBA Program, Real Estate Finance
San Diego State University-California State University
BS, Finance
LP Capital Advisors August 2005 - Present
KPMG January 1997 - August 2005
Skills
Investments, Asset Management, Mergers & Acquisitions, Financial Analysis, Financial Advisory, Financial Reporting, Private Equity, Alternative Investments, Consulting, Strategy, Financial Services, Investment Strategies, Hedge Funds, Portfolio Management, Venture Capital
Education
San Diego State University-California State University 1991 — 1994
Bachelor of Science (BS), Accounting
UC Santa Barbara 1989 — 1991
Salesforce.com July 2009 - Present
Yahoo! Inc. February 2006 - July 2009
Siebel Systems Inc. July 2004 - January 2006
Peoplesoft 2000 - 2004
Gap Inc. - Corporate HQ 1993 - 1995
GE Capital - Genstar Container 1993 - 1995
KPMG 1990 - 1993
Skills
Supply Chain Management, Strategic Sourcing, Negotiation, Corporate Services, Contract Negotiation, Sourcing, Procurement, SaaS, Program Management, Business Strategy, Cloud Computing, Vendor Management, Team Building, Contract Negotiations, Supply Chain, Change Management, Analytics, Cross-functional Team..., Strategy Development, Outsourcing, Strategy, Management, Salesforce.com, Leadership, Strategic Partnerships, Enterprise Software, Start-ups, Account Management, Solution Selling, Global Sourcing, Competitive Analysis, Supply Management, CRM, Business Development, Six Sigma, Product Management, Professional Services, Business Process..., Purchasing, Telecommunications, Human Resources, Process Improvement, ERP, Executive Management, Sales Operations, P&L Management, Go-to-market Strategy, IT Service Management, Business Process, Business Intelligence
Education
Jack Welch Management Executive MBA 2013 — 2016
Stanford University Graduate School of Business 2013 — 2013
Executive Program for Growing Companies, Strategic Management
Stanford University 2008 — 2009
Certification, Advanced Project Management
GE Capital
Certification, 6 Sigma Black Belt
Franklin Covey
Certification, 7 Habits of Highly Effective People
San Francisco State University
BA, Business Administration - Accounting
BrightEdge April 2014 - February 2015
BrightEdge April 2013 - April 2014
CVPartners October 2011 - March 2013
Dolby Laboratories April 2008 - August 2010
Independent Consulting February 2006 - April 2008
KPMG January 2004 - January 2006
KPMG November 2001 - January 2004
VitalLink Business Systems 2000 - 2000
Skills
Operations Management, Financial Analysis, Project Management, Sales Operations, Financial Systems, Financial Reporting, CRM, Salesforce.com..., Internal Audit, Auditing, Accounting, Internal Controls, SEC filings, Revenue Recognition, Consolidation, Cost Accounting, Contract Recruitment, Recruiting, Training & Development, Applicant Tracking..., Analysis, Accounts Receivable, Accounts Payable, Budgets, Business Development, Business Process, Corporate Finance, Enterprise Software, External Audit, Finance, Financial Accounting, Financial Audits, Financial Modeling, Financial Risk, Financial Services, Forecasting, GAAP, General Ledger, Human Resources, Information Technology, Management, Managerial Finance, Mergers, Payroll, PeopleSoft, Process Improvement, Risk Assessment, SAP, Sales, Sarbanes-Oxley
Education
San Francisco State University
B.S, International Business Management
KPMG January 2009 - Present
Grant Thornton LLP June 2008 - July 2008
Cooper & Associates, APC September 2007 - May 2008
Favrille April 2005 - October 2006
Skills
GAAP, Accounting
Education
San Diego State University-California State University 2007 — 2008
Master of Science, Accountancy
University of California, San Diego 1999 — 2004
Bachelor of Science, Animal Physiology and Neuroscience
Deloitte October 2014 - Present
KPMG July 2013 - September 2014
Deloitte September 2011 - April 2013
Skills
Internal Audit, Internal Controls, IT Audit, SOX 404, Income Tax, Corporate Tax, US GAAP, IFRS, Financial Reporting, Tax
Education
San Diego State University-California State University
Master's degree, Accounting
KPMG LLP October 2010 - Present
KPMG February 2007 - October 2010
LifeMasters November 2005 - February 2007
Littler Mendelson January 2003 - November 2005
Twisted Ladder Media November 2001 - December 2002
The PMI Group, Inc. October 1999 - July 2001
Skills
Proposal Management, Event Management, Corporate Communications, Key Account Management, Customer Relations, Sales Support, Research, Marketing Strategy, Proposal Writing, Account Management, Budgets, Business Development, Business Planning, Business Strategy, CRM, Coaching, Customer Service, Human Resources, Lead Generation, Leadership, Management, Management Consulting, Market Research, Marketing, Marketing Communications, Marketing Management, Online Marketing, Program Management, Project Management, Public Relations, Sales Operations, Strategic Communications, Strategic Planning, Strategy, Competitive Analysis, Product Marketing, Integrated Marketing
Education
San Francisco State University 2001 — 2003
MBA
University of San Francisco 1995 — 1999
BS
Saint Ignatius College Prep 1992 — 1995
HS Diploma
Vistage May 2014 - Present
CalCPA May 2012 - May 2015
Robert Half Management Resources October 2011 - April 2014
Girls on the Run of San Diego 2009 - 2013
Transition Staffing Group April 2010 - October 2011
Vaco November 2007 - April 2010
The Siegfried Group June 2007 - November 2007
Deloitte & Touche, LLP 2004 - 2007
KPMG 2000 - 2004
Skills
Strategic Financial..., Mergers & Acquisitions, Management, Enterprise Risk..., Due Diligence, Executive Coaching, Executive Level..., Executive Search, Board Development, Leadership Development, Internal Controls, Auditing, Accounting, Financial Analysis, Financial Statements, Finance, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Reporting, Tax, Financial Accounting, GAAP, Consolidation, Corporate Tax, US GAAP, Managerial Finance, Financial Planning, CPA, Analysis, Fixed Assets, Financial Modeling, Income Tax, Payroll, External Audit, IFRS, Big 4, IT Audit, Account Reconciliation, Audit, Tax Compliance, Financial Management, Sarbanes-Oxley, Tax Research, SEC reporting, SOX, Compliance, Mergers, SEC Filings, Leadership
Education
San Diego State University-California State University 2004 — 2005
MS, Taxation
University of California, Riverside 2002 — 2004
BS, Business Administration with an emphasis in Accounting
Guavus June 2013 - April 2015
KPMG July 2012 - May 2013
KPMG November 2010 - July 2012
Considine & Considine June 2010 - November 2010
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Budgets, Strategic Planning, IFRS, Sarbanes-Oxley Act, Finance
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Science (B.S.), Business Adminstration - Emphasis in Accountancy
KPMG January 2015 - Present
KPMG September 2014 - Present
Batten Accountancy, Inc. November 2005 - August 2014
Skills
Tax, Tax Preparation, Accounting, GAAP, Corporate Tax, CPA, Tax Returns, Income Tax, US GAAP, General Ledger, Financial Analysis, Account Reconciliation, QuickBooks, Financial Reporting, Internal Controls, Nonprofits
Education
San Diego State University-California State University 2013 — 2014
Master's Degree, Accounting Information Systems
San Diego State University-California State University 2003 — 2005
Bachelor's Degree, Accounting
Kiva.org September 2015 - Present
KPMG August 2013 - August 2015
KPMG Global Delivery Center November 2013 - December 2014
KPMG August 2011 - August 2013
SDSU Student Disability Services January 2008 - June 2009
Skills
US GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, External Audit, Auditing, Financial Reporting, Microsoft Excel, Accounting, Financial Analysis, Microsoft Office, PowerPoint, Financial Accounting, CPA, Budgets, SEC Filings
Education
UC Berkeley College of Environmental Design 2015 — 2015
[IN]CITY Summer Program, City/Urban, Community and Regional Planning
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Business Administration, Accounting
Universitat Autònoma de Barcelona 2010 — 2010
Business, International Economics, Spanish
D&M DevCo. LLC April 2014 - Present
Mead Consulting Group June 2014 - Present
BDO USA, LLP December 2013 - June 2014
Cubic December 2012 - December 2013
EDF Renewable Energy June 2012 - November 2012
KPMG November 2010 - June 2012
St. Thomas Enterprises Inc. June 2004 - October 2010
Skills
Entrepreneurship, SaaS, CPA, Auditing, Sarbanes-Oxley Act, SEC filings, US GAAP, GAAP, Web Development, Ruby on Rails, Web Design, External Audit, Internal Controls, Financial Reporting, Accounting, Financial Analysis, Revenue Recognition, Financial Accounting, SEC Filings, Financial Statements, Finance
Education
San Diego State University-California State University 2006 — 2010
BS, Accountancy
Guild Mortgage March 2015 - Present
KPMG September 2014 - March 2015
KPMG October 2012 - September 2014
KPMG June 2011 - October 2012
Roger CPA Reivew January 2010 - December 2011
Gatto, Pope & Walwick, LLP February 2011 - May 2011
Howard Levin DDS June 2008 - August 2010
Skills
Account Reconciliation, Accounting, Payroll, QuickBooks, SEC filings, GAAP, Tax Returns, US GAAP, Tax, Financial Statements, Corporate Tax, Sarbanes-Oxley Act, Internal Controls, CPA
Education
San Diego State University-California State University 2009 — 2011
Master of Science (M.S.), Accounting- Emphasis in Taxation
San Diego State University-California State University 2006 — 2010
B.S, Accountancy
LPL Financial May 2015 - Present
PICO Holdings, Inc. May 2010 - May 2015
KPMG September 2007 - May 2010
Sempra Energy May 2006 - September 2007
Skills
Accounting, Tax, Accounts Payable, Accounts Receivable, Financial Analysis, Auditing, US GAAP, Financial Reporting, Internal Controls, Corporate Tax, Financial Modeling
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Science, Accounting
EverBank June 2012 - Present
KPMG January 2011 - July 2012
Water Street Capital January 2010 - January 2011
FIS March 2009 - January 2010
Lincoln Financial Advisors June 2007 - January 2009
Skills
Corporate Budgeting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Accounts Receivable, Accruals, Auditing, Banking, Variance Analysis, Strategic Financial..., Financial Accounting, Finance, Corporate Finance, Forecasting, Financial Modeling, Financial Statements
Education
University of North Florida - College of Business Administration 2007 — 2009
MAcc, Accountancy
San Diego State University-California State University 2003 — 2005
Bachelor's of Business Administration, Financial Services
KPMG US October 2014 - Present
San Diego State University September 2013 - May 2014
KPMG June 2013 - August 2013
Student Accounting Society May 2012 - December 2012
Zeta Beta Tau Fraternity April 2011 - June 2012
Bohemian Club May 2008 - August 2010
Skills
Accounting, Management, Financial Accounting, GAAP, QuickBooks, Internal Controls, Financial Reporting, Time Management, Budgets, Auditing, Leadership, Finance, CPA, Public Speaking, Teamwork, US GAAP, Event Planning, Research, Tax, Social Media
Education
San Diego State University 2009 — 2014
Master of Science (M.S.), Business Administration, Accounting, Senior
San Diego State University-California State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
8-Point Productions, LLC February 2015 - Present
Jerry Bundren, CPA January 2015 - Present
Waterwheel Run Foundation June 2014 - Present
Jerry Bundren January 2013 - Present
Internal Revenue Service June 2009 - December 2014
Cymer April 2007 - November 2008
Accredited Home Lenders July 2005 - April 2007
Sempra Energy October 2001 - July 2005
Nation Smith Hermes Diamond January 2000 - October 2001
KPMG September 1998 - January 2000
Skills
Income Tax, Tax, Auditing, Christian Author, Journal Entries, Tax Accounting, Analysis, Tax Preparation, Accounting, VAT, Internal Controls, Tax Returns, Preparation, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley Act
Education
San Diego State University-California State University 1994 — 1998
MS, Accounting, Tax Emphasis
San Diego State University-California State University 1993 — 1994
BA, Mathematics
Upwork May 2015 - Present
Elance-oDesk April 2014 - May 2015
KPMG March 2010 - March 2014
wallinstall.com December 2008 - 2013
Internal Compliance Corp May 2008 - December 2008
BearingPoint Consulting 2004 - 2008
Skills
Sarbanes-Oxley Act, Management Consulting, IT Strategy, Business Analysis, Business Strategy, Professional Services, Business Development, Analytics, Business Process, Business Transformation, Project Management, Process Improvement, Salesforce.com, Project Portfolio..., Business Process..., Business Intelligence, Cross-functional Team..., Strategic Consulting, Program Management, Vendor Management, SaaS, Business Process Design, ERP, Governance, CRM, Workday, Human Resources, Human Capital Management, Cloud Applications, Cloud Computing, Financial Analysis, Financial Modeling, Business Process..., Integration, Management, Outsourcing, Strategy, Product Management, Analysis, E-commerce, Mergers & Acquisitions, Auditing, Forecasting, Leadership, Consulting
Education
San Diego State University-California State University 1999 — 2003
BS, Economics
Adrian Wilcox Highschool 1996 — 1999
High School Diploma
KPMG October 2013 - Present
La Jolla Institute for Allergy and Immunology November 2007 - September 2013
KPMG June 2012 - August 2012
Skills
Financial Modeling, QuickBooks, Microsoft Excel, Due Diligence, Tax Accounting, Data Analysis, Tax, US GAAP, Corporate Tax, Partnership Taxation, Sarbanes-Oxley Act, SEC filings, International Tax, GAAP, OneSource, GoSystems, FAS, eForms, Microsoft Office Suite, Orion, Tax Compliance, CPA
Education
San Diego State University-California State University 2010 — 2012
Master of Science (MS), Accountancy Taxation
KPMG September 2006 - Present
SDG&E June 2005 - April 2006
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Science, Accountancy
Freescale Semiconductor July 2014 - Present
University of Texas at Dallas January 2014 - July 2014
Ransa April 2010 - September 2010
Ransa September 2009 - April 2010
Ransa January 2009 - September 2009
KPMG July 2008 - December 2008
FADALI S.A. January 2008 - March 2008
Skills
Spanish, Team Leadership, Microsoft Excel, Business Strategy, Process Optimization, Operations Management, Logistics Management, Strategic Planning, Microsoft Office, Teamwork, Leadership, English, PowerPoint, Microsoft Word, Visio
Education
The University of Texas at Dallas 2013 — 2014
Master of Science (M.S.), Supply Chain Management
San Diego State University-California State University 2011 — 2012
Business English Global Practices Program, American Language Institute
Universidad de Lima / University of Lima 2010 — 2010
Professional Title in Industrial Engineering, Industrial Engineering
Universidad de Lima / University of Lima 2004 — 2009
Bachelor's degree, Industrial Engineering
Telogis April 2015 - Present
Intuit March 2014 - April 2015
OneRoof Energy, Inc. October 2012 - March 2014
KPMG US June 2011 - October 2012
KPMG October 2009 - June 2011
Skills
SEC reporting, Audit, GAAP, Internal Controls, SOX, Financial Reporting, Accounting, Sarbanes-Oxley Act, SEC filings, Auditing, Financial Accounting, CPA, Revenue Recognition, Sarbanes-Oxley, SEC Filings, US GAAP, External Audit, Financial Statements, Financial Analysis, Internal Audit
Education
San Diego State University-California State University 2004 — 2008
BS, Accounting, English
San Diego State University-California State University
Bachelor's degree, Accounting
The Edge May 2013 - Present
The Press Club May 2013 - February 2014
iThink Green Printing January 2013 - January 2014
KPMG May 2011 - August 2011
Skills
Management, Marketing, Training, Sales, Customer Satisfaction, Coaching, Retail, Customer Service, Teamwork, PowerPoint, Research, Accounting, Teaching, Microsoft Excel
Education
San Francisco State University 2009 — 2013
B.A, Communication Studies with a minor in marketing
Hanford High School 2005 — 2009
High school diploma
Walgreens 2014 - Present
KPMG 2011 - 2014
ConQuire 2009 - 2011
Covidien 2008 - 2010
Cardinal Health 2004 - 2008
Premier Inc 2002 - 2004
University of Chicago Medical Center 1997 - 2002
University of Iowa Hospitals and Clinics 1995 - 1997
Au Posford Consultant Ltd 1993 - 1993
Skills
Leadership, Management Consulting, Analytics, Competitive Analysis, Business Intelligence, CRM, Forecasting, Business Analytics, Pricing, Segmentation, Management, Strategic Planning, Business Strategy, Business Development, Process Improvement, Pharmaceutical Industry, Financial Modeling, B2B, Medical Devices, Mergers & Acquisitions, Financial Analysis, Analysis, Market Analysis, Predictive Modeling, FMCG, Web 2.0, Data Analysis, Business Planning
Education
San Diego State University-California State University 2005 — 2007
Executive MBA, Strategic Management, 3.8/4.0
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (MBA), Strategic Management, 3.3/4.0
University of Iowa - Henry B. Tippie College of Business 1994 — 1997
BBA, Finance and Accounting, 3.7/4.0
Rothstein Kass & Company LLP November 2010 - Present
Students of ALPFA at SDSU December 2009 - May 2010
SDSU Association for Diversity in Finance and Accounting September 2009 - February 2010
KPMG June 2009 - August 2009
PricewaterhouseCoopers June 2008 - August 2008
KPMG/ALPFA 2008 Case Study Competition May 2008 - August 2008
San Diego State University September 2007 - May 2008
KPBS September 2007 - May 2008
FashionChateau.Com January 2008 - March 2008
Education
San Diego State University-California State University 2006 — 2010
BS, Accounting
Sell Your Company (Private Equity, M&A, Venture Capital, IPO, etc.) 2011 - Present
Coachella Valley Angel Network (CVAN) June 2007 - Present
Calif Desert Realty 2007 - Present
Hansen Consulting 2005 - Present
Knife River 1980 - 2005
Knife River 1980 - 2004
KPMG June 1978 - June 1980
Skills
Unclaimed Property, Acquisitions, Mergers, Financial Modeling, Negotiation, Mergers & Acquisitions, Property, Due Diligence, Sellers, Real Estate, Financial Reporting, Cost Accounting, Strategic Planning, Investments, Auditing, Finance, Venture Capital, Start-ups, Management, Business Planning, Leadership, Private Equity, Corporate Finance, Budgets
Education
San Diego State University-California State University 1974 — 1976
B.S. Accounting, Accounting and Finance
San Diego State University-California State University 1972 — 1975
accounting
KPMG October 2011 - Present
Pump It Up of Sunnyvale March 2005 - June 2008
Skills
Proficient in Microsoft...
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science (B.S.), Accounting
BioMed Realty Trust April 2009 - Present
The Corky McMillin Companies October 2004 - April 2009
KPMG September 1997 - October 2004
Skills
Auditing, Financial Accounting, Accounting, SEC filings, Internal Audit, Due Diligence, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, GAAP, US GAAP, Sarbanes-Oxley, Internal Controls, CPA, Financial Modeling
Education
San Diego State University-California State University 1995 — 1997
MS, Accountancy
University of California, Irvine 1988 — 1992
BA, Economics and Management
KPMG July 2013 - Present
KPMG August 2011 - July 2013
Beta Alpha Psi, Beta Chi Chapter January 2010 - December 2010
KPMG June 2010 - August 2010
Beta Alpha Psi, Beta Chi Chapter June 2009 - December 2009
Beta Alpha Psi, Beta Chi Chapter January 2009 - May 2009
Education
San Francisco State University 2009 — 2010
MBA, Accounting
San Francisco State University, College of Business 2004 — 2009
BS, Accounting and Finance
KPMG August 2008 - Present
KPMG June 2007 - August 2007
PricewaterhouseCoopers 2007 - 2007
Porter Keadle Moore, LLP June 2006 - August 2006
Southern Progress Corporation June 2005 - December 2005
Skills
Income Tax, Corporate Tax, Tax Accounting, Tax Advisory, Partnership Taxation, REIT, Accounting, Tax, Financial Analysis, Financial Reporting, CPA, Financial Accounting, Tax Research, Tax Preparation, Management
Education
University of Alabama 2007 — 2008
MTA, Tax Accounting
Samford University 2003 — 2007
Bachelor's of Science in Accounting, Accounting
Westmoreland Coal Company May 2014 - Present
Orica October 2013 - May 2014
Orica March 2013 - October 2013
Orica May 2012 - March 2013
Arrow Electronics March 2010 - May 2012
Kuni Automotive April 2009 - February 2010
KPMG August 2006 - April 2009
AMN Healthcare August 2004 - July 2006
Skills
Financial Reporting, Accounting, Forecasting, Financial Statements, Auditing, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Internal Controls, GAAP, Finance, Cash Flow, Account Reconciliation, Variance Analysis, Mergers & Acquisitions, IFRS, Budgets, Accounts Receivable, Fixed Assets, Tax, Analysis, SEC filings, Sarbanes-Oxley, General Ledger, Internal Audit, CPA, Financial Audits, Financial Analysis, P&L, Consolidation, Managerial Finance
Education
San Diego State University-California State University 2004 — 2005
Masters, Accounting
University of Arizona, Eller College of Management 2000 — 2004
BA, Accounting
Salpointe Catholic High School
Ascena Retail Group, Inc. May 2014 - Present
ServiceMaster January 2012 - February 2014
Hilton Worldwide 2011 - 2012
Atria Senior Living Group November 2007 - January 2011
Harrah's Entertainment August 2004 - November 2007
Gateway, Inc. October 2002 - April 2004
PWC Consulting February 1999 - June 2002
KPMG February 1997 - February 1999
Visa International October 1989 - February 1997
Skills
Vendor Management, Payroll, Project Management, Hospitality, Financial Services, PeopleSoft HCM, Benefits Administration, Kronos WFC, PeopleSoft, HRIS, Deferred Compensation, Employee Benefits, Management, Leadership, Consulting, Recruiting, Performance Management
Education
San Diego State University-California State University
B.A., Industrial/Organizational Psychology
San Francisco State University
Industrial/Organizational Psychology
San Diego Mesa College
A.A., Psychology
Independent Consultant January 2013 - Present
Independent Consultant March 2012 - June 2012
Vaco September 2007 - March 2009
The Siegfried Group January 2006 - September 2007
KPMG March 1999 - December 2005
Education
San Diego State University-California State University
BS, Economics
MSCI Inc. September 2013 - Present
Kamakura Corporation September 2009 - September 2013
KPMG August 2008 - September 2009
Depfa Bank July 2004 - July 2008
Kamakura Corporation 2001 - 2004
FNX Limited 1997 - 2000
Skills
Market Risk, Basel II, Mathematica, Matlab, Excel/VBA, Bloomberg, Summit, Fincad, Stata, Algorithmics, SQL, Microsoft SQL Server, Powershell, Unix, R, Risk Management, Financial Risk, Asset Management, Credit Risk, Options, VAR, ALM, Financial Modeling, Hedging, Structured Products, Valuation, Derivatives, VBA, Investment Banking, Banking, Corporate Finance, Liquidity Risk, Capital Markets, Hedge Funds, Portfolio Management, Stress Testing, Fixed Income, Financial Markets, Emerging Markets, Enterprise Risk..., Economic Capital, Quantitative Finance, Credit Derivatives, Quantitative Analytics, Business Analysis, Economics, Financial Analysis, Trading
Education
University of Hawaii at Manoa 2010 — 2013
Master of Science (M.S.), Financial Engineering
San Francisco State University 1992 — 1995
MBA, Finance
The Evergreen State College 1984 — 1987
Bachelor's degree, Economics
Colorado Timberline Academy 1981 — 1984
University of Colorado Boulder
Petco April 2012 - Present
Harland Clarke September 2011 - April 2012
Harland Clarke October 2008 - September 2011
KPMG January 2004 - September 2008
Skills
Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Reporting, GAAP, Accounting, Auditing, Forecasting, Financial Analysis, SEC Filings, US GAAP, Variance Analysis
Education
Sam Houston State University
BBA & MBA, Accounting
BD March 2015 - Present
CareFusion October 2013 - March 2015
Life Technologies July 2012 - October 2013
Life Technologies June 2009 - July 2012
KPMG Audit July 2008 - April 2009
KPMG August 2006 - June 2008
Skills
Revenue Recognition, Sarbanes-Oxley Act, GAAP, US GAAP, Internal Audit, Auditing, Internal Controls, Risk Assessment, Business Process..., Project Management, International Business, Risk Management, CPA, Collaboration, Sarbanes-Oxley, Corporate Fraud..., Business Ethics
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Science, Accountancy
eFFECTOR Therapeutics May 2013 - Present
eFFECTOR Therapeutics, Inc. November 2012 - May 2013
Quidel May 2012 - October 2012
Kratos Defense and Security Solutions March 2012 - May 2012
Anadys Pharmaceuticals August 2009 - February 2012
Anadys Pharmaceuticals, Inc. April 2007 - August 2009
KPMG January 2003 - April 2007
Arthur Andersen 2000 - 2001
Skills
Auditing, Financial Analysis, Financial Reporting, SOX 404, SEC filings, Accounting, Mergers & Acquisitions, Internal Controls, Finance, Internal Audit, GAAP, Financial Statements, Due Diligence, External Audit, Financial Accounting, Payroll, SEC Filings, Sarbanes-Oxley Act, US GAAP
Education
San Diego State University-California State University 2001 — 2002
Master of Science in Business Administration, Management
San Diego State University-California State University 1997 — 2001
Bachelor of Science in Business Administration, Accounting
WIS International April 2007 - Present
Claritas, Inc 1993 - 2007
Claritas (Nielsen Co.) 1993 - 2007
Equifax National Decision Systems 1993 - 1999
KPMG 1985 - 1993
Skills
Business Development, Competitive Analysis, Strategic Planning, Lead Generation, Change Management, Mergers, Mergers & Acquisitions, Market Research, Account Management, Start-ups, Forecasting, Business Planning, Customer Retention, Retail, Negotiation, Analysis, Accounting, Direct Marketing, Banking, Risk Management, Strategy, Process Improvement, Analytics, Segmentation, SaaS, Business Analysis, Cross-functional Team..., Sales, Team Building, Financial Analysis, Contract Negotiation, Strategic Partnerships, Executive Management, Team Leadership, Entrepreneurship, Financial Reporting, CRM, Customer Service, Data Analysis, Management, Budgets, P&L Management, Microsoft Excel, Business Strategy, Financial Services, Leadership, New Business Development, Project Management, Marketing Strategy, E-commerce
Education
San Diego State University-California State University 1980 — 1985
Wilshire State Bank November 2012 - Present
PacWest Bancorp June 2010 - December 2010
Montecito Bank & Trust 2008 - 2009
Triad Financial /RoadLoans.com 2005 - 2007
Countrywide Home Loans 2004 - 2005
Wells Fargo Bank 2002 - 2003
KPMG 1997 - 2002
Citibank 1992 - 1997
Bank of America 1984 - 1992
Skills
Enterprise Risk..., Banking, Financial Risk, Risk Management, Financial Analysis, AML, Credit Risk, Operational Risk..., Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Due Diligence, Operational Risk, Internal Controls, Financial Modeling, IT Audit, Retail Banking, Sarbanes-Oxley, Auditing, Accounting, COSO, CISA, Mergers & Acquisitions, Fraud, Credit, Loans, Finance, Financial Audits, Commercial Lending, Portfolio Management, Commercial Banking, Cash Management, Corporate Finance, SEC filings, Corporate Governance
Education
San Francisco State University 1979 — 1981
MBA, Finance
University of California, Berkeley 1973 — 1977
Alvarez & Marsal Taxand, LLC November 2007 - Present
PricewaterhouseCoopers December 1997 - November 2007
KPMG September 1994 - December 1997
Skills
Tax, Sarbanes-Oxley Act, Restructuring, Income Tax, Due Diligence, Mergers & Acquisitions, Financial Modeling, Corporate Tax, Accounting, International Tax
Education
San Diego State University 1992 — 1994
Masters of Accounting - Tax, Accounting
University of Wisconsin-Oshkosh 1981 — 1985
BBA, Accounting
Holthouse Carlin & Van Trigt LLP February 2015 - Present
Steven E. Akers, CPA January 2008 - August 2014
KPMG February 2002 - February 2004
LifeCare Solutions 2000 - 2001
Ernst and Young 1995 - 1997
Skills
Tax, Accounting, High Net Worth..., Big 4, Strategic Financial..., Income Tax, Finance
Education
San Diego State University-California State University 1993 — 1997
Master's degree, Taxation
San Diego State University-California State University
Bachelor of Science (B.S.), Accounting
Rancho Financial Mortgage Center December 2008 - Present
Mike Dunn + Associates, Inc. February 1992 - November 2008
TCS Financial, Inc February 1984 - August 1991
KPMG 1980 - 1982
Skills
Mortgage Lending, Refinance, Residential Mortgages, Loans, Real Estate, Investment Properties, Mortgage Banking, Commercial Real Estate, FHA, Residential Homes, REO, Finance, Investments, Loan Origination, Purchase Financing, First Time Home Buyers, VA Loans, Jumbo Loans, Second Homes, Private Money
Education
San Diego State University-California State University 1976 — 1979
BSBA, Accounting
Point Loma High School 1974 — 1976
Real Estate Classes
Eventfully Yours, Event Designs by Rayna 2013 - Present
Expressworks International January 2011 - October 2013
Expressworks International January 2008 - October 2013
WaMu 1031 Exchange 2003 - 2007
North American Exchange Company 2002 - 2007
KPMG January 2000 - May 2003
Skills
Microsoft Office, SharePoint, Adobe Creative Suite, Ariba, Strategic Planning, Meeting Planning, Website Maintenance, Marketing, Leadership Development, Public Relations, PowerPoint, Microsoft Excel, Program Management, Event Planning, Event Management, Corporate Events, Wedding Planning, Wedding Management, Coordinating Events, Special Events..., Events Organisation, Event Producing, Events Coordination, Project Management
Education
Silicon Valley College 1999 — 2003
BA, Design and visualization
San Diego State University-California State University
EDF Renewable Energy November 2013 - Present
EDF Renewable Energy March 2011 - November 2013
DLC May 2008 - March 2011
SAIC November 2006 - May 2008
SAIC January 2003 - November 2006
Driver Alliant Insurance Services December 2000 - January 2003
Driver Alliant Insurance Services 1995 - 2003
KPMG 1992 - 1995
US Navy 1985 - 1989
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Sarbanes-Oxley Act, General Ledger, Finance, Budgets, Financial Modeling, Management, Accounts Payable, GAAP, Hyperion Enterprise, SEC filings, Financial Audits, Business Process, Financial Analysis
Education
San Diego State University-California State University 1989 — 1992
MS, Accountancy
University of Kentucky 1980 — 1984
BS
BrightScope August 2014 - Present
Preferred Employers Insurance Company 2002 - 2014
KPMG September 2000 - September 2002
Skills
Microsoft Office 2007, Hyperion Enterprise, Corporate Finance, Statutory Reporting, SOX, Auditing, Statutory Accounting, Sarbanes-Oxley Act, Internal Controls, Oracle People Soft, SQL, IFRS, Financial Reporting, Finance, Accounts Payable, Payroll, Budgets, GAAP, Cash Management, Analysis, Process Improvement, Accounting, US GAAP, Tax, Accounts Receivable, Variance Analysis, General Ledger, Financial Statements, Financial Analysis, PeopleSoft, CPA, Account Reconciliation, Cash Flow, SEC filings, Internal Audit, Financial Modeling, Managerial Finance, ERP, Strategic Financial..., Financial Accounting, Financial Planning, SEC Filings
Education
San Diego State University-California State University 2006 — 2007
MSBA
San Diego State University-California State University 1995 — 2000
Bachelor's degree
ERPHRAPPS - Eclipse Consulting April 2010 - Present
KPMG November 2006 - April 2010
Skills
SAP HR Certified..., ITIL Foundation...
Education
San Francisco State University
McCauley Sales & Use Tax Consulting February 2013 - Present
Intuit, Inc & Subsidiaries January 2005 - February 2013
24 Hour Fitness, Inc. February 2001 - November 2004
Ernst & Young LLP July 1998 - January 2001
KPMG October 1994 - June 1998
Arthur Andersen LLP August 1991 - September 1994
California State Board of Equalization June 1975 - July 1991
Skills
Sales Tax, Use Tax, Auditing, Tax Research, Sarbanes-Oxley Act, Accounting, Sales & Use Tax, Multi-State Sales Tax, Tax Law, Internal Controls, Voluntary Disclosure, Training, Indirect Taxation, Process Improvement
Education
Thomas Jefferson School of Law 1984 — 1988
Juris Doctor, Law
San Diego State University-California State University 1974 — 1975
B.S., Business Administration - Accounting
Kivu Consulting, Inc. November 2012 - Present
FTI Consulting March 2011 - November 2012
LECG May 2009 - March 2011
Navigant Consulting January 2005 - April 2009
Deloitte 2002 - 2005
Pacific Pulmonary Services 2001 - 2002
ZipRealty 1999 - 2001
KPMG 1993 - 1997
Skills
Forensic Accounting, Litigation Consulting, Financial Analysis, Expert Witness, CPA, Corporate Finance, Accounting, Auditing, Managerial Finance, Forensic Analysis, Due Diligence, Business Valuation, Finance, Business Strategy, Intellectual Property, Financial Modeling, Mergers
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
Master of Business Administration (MBA)
San Diego State University-California State University 1990 — 1993
BS, Accounting
University of Colorado Boulder
KPMG April 2001 - Present
Skills
Outlook, Microsoft Excel, Budgets, Microsoft Office, Microsoft Word, Financial Reporting
Education
San Diego State University-California State University 1990 — 1992
Willcox & Savage, P.C. 2010 - Present
Willcox & Savage, P.C. 2004 - 2010
KPMG 1998 - 2004
UPS 1995 - 1998
Sonoco 1992 - 1994
Chubb Insurance 1989 - 1990
Education
The College of William and Mary - The Mason School of Business 1990 — 1992
MBA
San Diego State University-California State University 1985 — 1989
B.S.
Deloitte & Touche LLP September 2007 - February 2009
KPMG June 2007 - September 2007
Lerach Coughlin March 2006 - June 2007
YMCA of San Diego County November 2003 - March 2006
Education
San Diego State University-California State University
KPMG LLP September 2009 - Present
Capmark Financial Group, Inc. July 2007 - December 2010
KPMG January 1996 - July 2007
Education
San Diego State University-California State University 1988 — 1990
undergrad, Accounting
Academy of Art University September 2007 - Present
Pacific Growth Equities May 2004 - February 2009
City College of San Francisco, Alemany Campus 2006 - 2006
West Language January 2005 - February 2005
City College of San Francisco, Chinatown Campus 2005 - 2005
San Francisco State University 2005 - 2005
Freelance Graphic Designer 1997 - 2004
Caminos Pathways Learning Center 2003 - 2003
KPMG 2000 - 2002
Goldman Sachs (via Bowne Business Solutions) 1997 - 2000
Skills
Writing, Teaching, Fine Art, Courses, ESL, Graphic Design, Curriculum Design, Writing Skills, Grammar, Tutoring, Print, Project Management, Curriculum Development, Graphic Design Software, Editing, Instructional Design, Photography, Books, Photoshop, Training, Adobe Creative Suite, Microsoft Word, Teaching English as a..., Research, Lesson Planning, Art Direction, International Education, Literature, Mac, Creative Writing, E-Learning, Proofreading
Education
San Francisco State University 2000 — 2006
MA, English, TESOL
SFSU Extension, Multimedia Studies Program San Francisco, CA 1993 — 1995
University of South Florida 1985 — 1989
BFA, Fine Art, Art Education
Ringling School of Art and Design 1984 — 1985
Graphic Design/Illustration
NuVasive June 2015 - Present
NuVasive March 2015 - May 2015
NuVasive December 2013 - March 2015
NuVasive September 2012 - November 2013
Newland Communities April 2011 - October 2012
KPMG September 2007 - March 2011
Skills
Real Estate Transactions, Financial Modeling, Financial Analysis, Cash Flow Forecasting, Cash Flow Reporting, Financial Accounting, US GAAP, Audit, SOX, SEC Financial Reporting, Microsoft Excel, Due Diligence, DCF, Purchase Price..., Auditing, Sarbanes-Oxley Act, SEC filings, GAAP, SEC Filings
Education
San Diego State University-California State University 2005 — 2007
B.S. Business Administration, Accounting
EY September 2014 - Present
Ryan December 2009 - August 2014
KPMG November 2006 - October 2009
JC Sales & Excise Tax Advisors June 2002 - September 2006
Deloitte & Touche February 1994 - May 2002
Ernst & Young September 1990 - January 1994
California State Board of Equalization January 1980 - July 1988
Skills
Sales Tax, Tax, CPA, Sales & Use Tax, Excise, Indirect Taxation, Due Diligence, VAT, Tax Research, Tax Advisory, Auditing, International Tax, Tax Law, Property Tax, Corporate Tax, Transfer Pricing, Tax Returns, Income Tax, Tax Preparation, Partnership Taxation, Tax Accounting, Sarbanes-Oxley Act, Forensic Accounting, Business Valuation, US GAAP
Education
San Diego State University-California State University 1977 — 1981
BS, Acoounting
KPMG 2014 - Present
Cynergy, The Experience Agency April 2013 - Present
NewSchool of Architecture & Design January 2014 - March 2015
UX Speakeasy 2012 - 2015
Nuffer, Smith, Tucker April 2012 - April 2013
iProlog Inc November 2010 - May 2012
SBM Studios January 2002 - January 2011
Prestige International 2002 - 2004
Skills
Web Design, Graphic Design, Photography, User Experience Design, Content Strategy, Information Architecture, Web Content Management, Wireframes, Usability Testing, Contextual Design, Social Media, Social Networking, HTML5, JavaScript, YouTube, CMS, Email Marketing
Education
UCSD 2009 — 2010
Certificate, Web Design, Digital/Multimedia and Information Resources Design
San Francisco State University 1994 — 2002
BA Journalism, Journalism / Photography
Criterion Capital Management June 2015 - Present
KPMG July 2014 - May 2015
Rothstein Kass August 2010 - June 2014
Moss Adams LLP January 2009 - August 2010
Grant Thornton LLP August 2005 - January 2009
Skills
Partnership Taxation, Tax Research, Tax, CPA, Accounting, Tax Accounting, Tax Preparation, Income Tax, Fund Of Funds, Tax Returns, GAAP
Education
San Francisco State University 2003 — 2005
Master of Business Administration (MBA), Accounting & Taxation
Santa Clara University 1994 — 1997
Bachelor of Science (BS), Sociology
UC Berkeley 1993 — 1993
Dallas ISD March 2013 - July 2014
KPMG October 2010 - January 2012
Hamilton Yacht Studio January 1985 - 2012
National Football Foundation January 2007 - October 2010
PricewaterhouseCoopers April 2005 - December 2007
OPTEL LTD 1998 - 2005
Q-ZAR July 1993 - 1998
Professional Equine Husbandry January 1985 - June 1993
Carlsberg Financial 1980 - 1985
Skills
Naval Architecture, Management, Business Development, Yachting, Sales, Human Resources, Microsoft Technologies
Education
San Antonio College 1993 — 1994
LJS Healthcare Consulting LLC April 2009 - Present
Amerigroup Corporation October 1999 - March 2009
AMERIGROUP Community Care January 2007 - May 2008
Amerigroup Corporation May 2005 - January 2007
Amerigroup Corporation March 2002 - May 2005
Amerigroup Corporation October 1999 - March 2002
QualMed 1993 - 1999
Omni Health Care 1991 - 1993
KPMG 1986 - 1991
Skills
Managed Care, Internal Audit, Management Consulting, Program Management, Accounting, Medicaid, Medicare, Health Plans, HMO, Health Policy, Process Improvement, Healthcare Consulting, Mergers & Acquisitions, Healthcare, Strategic Planning, Business Process..., Healthcare Information..., HIPAA, Healthcare Management, Management, Healthcare Industry, Leadership, Executive Management, Budgets, Risk Management, Integration, Health Insurance, Disease Management, Claim, Physician Relations
Education
San Diego State University-California State University 1982 — 1986
Bachelor of Science, Accounting
Intuit June 2010 - Present
Intuit May 2008 - June 2010
KPMG 2004 - 2008
Skills
Sarbanes-Oxley Act, US GAAP, Financial Reporting, Internal Controls, Revenue Recognition, General Ledger, SEC filings, Accounting, Auditing, CPA, Sarbanes-Oxley, Financial Accounting, Hyperion Enterprise, Financial Statements, GAAP, Finance, Financial Analysis
Education
San Diego State University-California State University
Kaufman, Rossin & Co. January 2014 - Present
UPS May 2010 - December 2013
CBL Accounting Services December 2002 - June 2009
Hosaka, Nagel & Company August 2000 - November 2002
Conselho de Contribuintes (Brazil Tax Court) June 1997 - May 1999
KPMG June 1996 - December 1998
Skills
Tax, Accounting, Corporate Tax, Sarbanes-Oxley Act, Income Tax, Mergers, Tax Accounting, Auditing, Due Diligence, Restructuring, Financial Reporting, Financial Planners, Internal Controls, Microsoft Excel, Process Improvement, Brazilian Portuguese, Spanish-speaking, Transfer Pricing, Mergers & Acquisitions, US GAAP, Management Due Diligence, International Tax, Tax Preparation, Key Account Management, Accruals, International Law, Tax Returns, Finance, Tax Law, Tax Advisory, Sales Tax, Indirect Taxation, Financial Analysis, Cross-border..., Private Equity, Tax Research, VAT, Management, Analysis, General Ledger, Corporate Finance, Strategic Planning
Education
University of Miami 2013 — 2014
Master of Laws (LLM), Tax Law/Taxation
San Diego State University-California State University 1998 — 1999
Accounting and Finance
Pontifica Universidade Catolica de Sao Paulo (PUC-SP) 1993 — 1996
Bachelor of Laws (LLB), International Business, Trade, and Tax Law
Symantec December 2009 - Present
Firemans Fund Insurance Company April 2009 - December 2009
Visa January 2008 - December 2008
WaMu 2005 - 2007
Providian Financial 1999 - 2005
KPMG 1997 - 1999
Wells Fargo January 1990 - January 1997
Skills
Vendor Management, SaaS, Cross-functional Team..., Leadership, Software Development, Strategy, PMO, Strategic Planning, CRM, Process Improvement, SDLC, Project Management, Risk Management, Information Technology, Management, IT Strategy, Business Intelligence, Budgets, Business Process, Outsourcing, Project Portfolio..., Financial Services, Negotiation, Business Analysis, Mergers & Acquisitions, Enterprise Software, Call Centers, Sales, Program Management, IT Management, Business Process..., Analytics, Cloud Computing, Product Management
Education
San Diego State University-California State University 1992 — 1996
MBA, Information Systems
Oracle December 2009 - Present
Stanford University September 2007 - May 2009
Deloitte Tax LLP February 2006 - September 2007
KPMG January 2000 - February 2005
Skills
International Tax, Tax, Program Management
Education
San Francisco State University
BS, Accounting
Hewlett-Packard 1995 - Present
Teresa Killingsworth, CPA 1992 - 1995
KPMG 1988 - 1992
Skills
Sarbanes-Oxley Act, Mergers, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Transfer Pricing, Due Diligence, Tax, Financial Reporting, Auditing, Accounting, Restructuring, Internal Controls, Corporate Tax, International Tax, Tax Accounting
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA), Accounting
Moss Adams LLP April 2012 - Present
NWRA November 2013 - Present
Parker & Lynch (formerly Ajilon Finance) January 2009 - March 2012
Ernst & Young 2006 - 2009
KPMG 2005 - 2006
California Western School of Law 2004 - 2005
Skills
GAAP, Recruiting, Leadership, Interviews, Employee Benefits, Budgets, Hiring, Variance Analysis, Financial Modeling, Mergers & Acquisitions, Management, Payroll, Finance, Time Management, Forecasting, Accounts Payable, PeopleSoft, Cost Accounting, Strategic Financial..., Accounts Receivable, Financial Planning
Education
San Diego State University-California State University 2000 — 2004
Accounting, Accounting
Duke Clinical Research Institute October 2005 - Present
University of North Carolina at Chapel Hill September 2002 - October 2005
Stanford University February 2001 - September 2002
Stanford University Medical Center February 1998 - February 2001
Stanford University Medical Center November 1994 - February 1999
KPMG September 1992 - October 1994
Skills
Cardiology, Clinical Research, Clinical Trials, Radiology, Medical Education, Hospitals, Lifesciences, Epidemiology, Healthcare, Medicine, Clinical Development, Internal Medicine
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.)
San Diego State University-California State University
Ernst & Young 1994 - 1996
KPMG 1991 - 1994
PwC 1989 - 1991
Skills
Tax, Tax Advisory, Tax Law
Education
San Diego State University-California State University 1981 — 1985
B.S., Accounting
Whittier Law School
JD
LILY CHEN, CPA October 2013 - Present
CSA Travel Protection November 2009 - November 2011
KPMG July 2001 - August 2003
Skills
Auditing, QuickBooks, SAP, Internal Controls, Financial Statements, Great Plains Software, Journal Entries, Payroll, US GAAP, Lacerte, Individual Tax Returns, CPA, Bookkeeping, Account Reconciliation, Leadership, Microsoft Excel, Variance Analysis
Education
San Diego State University-California State University 2006 — 2008
Master's Degree, Accounting
BBVA Compass September 2013 - Present
EY June 2011 - September 2013
Reznick Group November 2006 - June 2011
KPMG 2005 - 2006
Skills
SEC filings, GAAP, External Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Reporting
Education
University of Alabama 2004 — 2005
Masters, Accounting
Samford University 2000 — 2004
Bachelors, Accounting
Draper Fisher Jurvetson Senior ManagerDeloitte Tax LLP1999 - 2005
KPMG September 1990 - February 1998
Skills
Private Equity, Operational Due..., Due Diligence, Venture Capital, Start-ups, Mergers, Accounting, M&A experience, Mergers & Acquisitions, Financial Modeling, Entrepreneurship, Financial Analysis, Investments, Corporate Development, Business Strategy, Tax, Valuation, Management, Emerging Markets, Investment Banking
Education
SFSU
Leidos November 2007 - Present
SAIC August 2004 - November 2007
Sempra Energy March 2003 - August 2004
KPMG 2001 - 2003
Skills
Tax Reporting, Corporate Tax, GAAP, SOX, Tax Accounting, Excel, Word, PowerPoint, Tax Compliance, CPA, Income Tax, Sarbanes-Oxley Act, Process Improvement, Project Management, Auditing, Mergers & Acquisitions, Microsoft Word, Microsoft Excel, Finance, General Ledger
Education
San Diego State University-California State University 2011 — 2012
Master's degree, Taxation
San Diego State University-California State University 1998 — 2001
Bachelor of Science (B.S.), Accounting
Cerner Corporation July 2012 - Present
Barclays Capital June 2011 - August 2011
KPMG January 2006 - July 2010
Skills
Certified Public..., Valuation, Financial Modeling, Corporate Finance, Financial Reporting, Financial Analysis, Investments, Mergers & Acquisitions, Due Diligence, Accounting, Investment Banking, Banking, Revenue Cycle, Revenue Cycle Management, Healthcare, Healthcare Management, Healthcare Consulting, Revenue Forecasting, Finance, Private Equity, Leadership, Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance
San Diego State University-California State University 2001 — 2005
Bachelors, Accounting
Home Mom October 2011 - Present
Elliott Davis July 2009 - September 2011
Auto Nation, Inc July 2007 - June 2009
KPMG January 2002 - June 2007
Skills
External Audit, GAAP, CPA, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Auditing, Financial Reporting, Accounting, Internal Audit, Due Diligence, SEC filings
Education
University of Florida - Warrington College Of Business 2000 — 2001
MACC, Accounting
Samford University 1996 — 2000
BSBA, Accounting
KPMG October 2014 - Present
KPMG US May 2011 - September 2014
KPMG August 2007 - May 2011
Lipsey, Youngren, Means & Sandberg LLP February 2007 - August 2007
Ernst & Young January 2005 - January 2007
Intuit 2004 - 2004
Delta Design, Inc. 2004 - 2004
Skills
Tax, Income Tax, Tax Research, Accounting, Auditing, US GAAP, Corporate Tax, International Tax, GAAP, Sarbanes-Oxley Act, Tax Accounting, SEC Filings, Financial Reporting
Education
San Diego State University-California State University 2004 — 2005
Master of Science, Accountancy
San Diego State University, College of Business Administration 2001 — 2005
Bachelor of Science, Business Administration; Accounting
Jack in the Box June 2015 - Present
Qualcomm February 2014 - May 2015
Qualcomm October 2011 - January 2014
KPMG September 2008 - September 2011
KPMG June 2007 - August 2007
San Diego State University 2006 - 2007
SCORE! Educational Centers 2003 - 2006
Education
San Diego State University-California State University 2004 — 2008
BS, Accounting
RGP June 2013 - Present
American Express May 2011 - April 2013
Veritas FS Limited October 2004 - May 2011
PricewaterhouseCoopers September 2002 - October 2004
KPMG September 1997 - September 2002
Skills
IFRS, Accounting, Financial Reporting, Financial Accounting, US GAAP, Internal Controls, Auditing, Financial Analysis, Financial Audits, Statutory Accounting, SEC filings, Asset Management, Business Analysis, GAAP, Financial Risk
Education
Samford University 1995 — 1997
Masters of Accountancy, Accounting, GPA: 3.7
Samford University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting and Finance, GPA: 3.5 / 3.3
salesforce.com September 2013 - Present
City of Albany February 2013 - August 2013
Western Securities May 2011 - September 2011
KPMG June 2010 - August 2010
VITA Volunteer Program December 2009 - April 2010
Skills
Tax, Accounting, Tax Preparation, Income Tax, Financial Reporting, Corporate Tax, Auditing, Tax Returns, CPA, GAAP, QuickBooks, Internal Controls, Microsoft Excel, Quantitative Research, Analytical Skills, Financial Modeling, Portfolio Management
Education
San Francisco State University 2009 — 2011
B.A.,, Accounting
University of Minnesota-Twin Cities 2007 — 2008
Accounting
San Francisco State Universty
MBA, Accounting and Finance
OM Group December 2010 - Present
Eastman Kodak September 2006 - February 2011
KPMG August 2003 - February 2006
Education
San Diego State University-California State University
MS, Taxation
Ernst & Young September 2009 - Present
KPMG June 2008 - August 2008
Skills
Financial Statements, Internal Controls, Financial Reporting, Auditing, Tax
Education
University of San Diego 2007 — 2009
MS Accountancy & MS Taxation
San Diego State University-California State University
BS Business Administration, Financial Services
KPMG January 2007 - Present
Education
San Diego State University-California State University
Bachelor of Science (BS), Accounting
CareFusion April 2014 - Present
KPMG January 2009 - March 2014
Novatel Wireless July 2008 - December 2008
H&R Block January 2008 - April 2008
1parkplace April 2006 - October 2006
Oro Alexander Inc. March 2003 - April 2006
Education
San Diego State University-California State University 2008 — 2009
MS, Accountancy
University of California, Riverside 1999 — 2003
BS, Business Administration
Boggeln December 1997 - Present
Boggeln & Company January 1997 - Present
Wright Ford and Young July 1995 - July 1996
KPMG September 1983 - July 1995
Skills
Tax, Tax Preparation, CPA, Corporate Tax, Tax Accounting
Education
San Diego State University-California State University 1981 — 1983
Bachelor of Science (BS), Accounting
San Diego State University-California State University 1981 — 1983
Bachelor of Science (BS), Accounting
Luther Burbank Savings 1992 - Present
KPMG 1988 - 1992
Skills
Credit, Financial Analysis, Credit Analysis, Banking, Commercial Banking, Portfolio Management, Commercial Lending, Loan Origination, Loans, Investments, Risk Management, Finance, Credit Risk, Underwriting, Mortgage Lending, Strategic Planning, Financial Risk, Due Diligence, Internal Controls
Education
San Francisco State University
BS, Finance & Accounting
KPMG October 2011 - Present
The Certe Group October 2007 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
San Diego State University-California State University 2009 — 2011
Master’s Degree, Accounting
University of California, Berkeley 2005 — 2006
Bachelor of Arts (B.A.)
MIND Research Institute January 2013 - Present
Cuyamaca College November 2012 - Present
California Rare Fruit Growers - San Diego Chapter December 2011 - Present
Foothills Adult Education Center September 2012 - Present
Suburban Food Farm January 2008 - Present
SD Movement Therapy July 2010 - Present
San Diego City College May 2014 - August 2015
SCY High School September 2010 - June 2011
Sony November 2006 - February 2010
KPMG February 2005 - November 2006
Skills
Project Management, Analysis, Technical Education, Biomechanics, Soil, Statistics, Teaching, Physical Therapy, soil food web, Horticulture, Edible Landscaping, Landscaping, Fruit Trees, Orchard Management, Nursery Management, Mathematics Education, Hanna Somatics, Somatics, Coaching, Entrepreneurship, Start-ups, Vocational Education, Training, Budgets, Risk Management, Research, Management, Public Speaking, Strategy, Program Management, Leadership
Education
UCLA 1995 — 2000
Applied Math, Specialization in Computing
San Diego State University-California State University 2002 — 2003
Teaching Credential, Mathematics
Solutia Inc. January 2009 - Present
PriceSmart July 2006 - December 2008
KPMG August 2005 - July 2006
Education
San Diego State University-California State University 1999 — 2001
Master in Accounting
Shanghai Normal University 1994 — 1998
Bachelor, Education
KPMG March 2014 - Present
Cynergy, The Experience Agency September 2012 - March 2014
SAIC November 2006 - September 2012
Witness Systems April 2005 - November 2006
Skills
Certified Scrum Master...
Education
University of California, San Diego 2000 — 2004
Bachelor of Arts (B.A.), Mathematics and Computer Science
San Diego State University-California State University
American Red Cross San Diego Region April 2000 - Present
KPMG 1993 - 1997
Skills
Strategic Planning
Education
San Diego State University-California State University 1981 — 1987
Bachelor of Science (BS), Accounting and Finance
KPMG August 2014 - Present
Skills
Microsoft Office, Microsoft Excel
Education
University of Southern California 2013 — 2014
Master's degree, Accounting
San Francisco State University 2011 — 2013
Master of Arts (M.A.), Philosophy
University of California, Los Angeles 2007 — 2009
Bachelor of Arts (B.A.), Philosophy