Lindquist LLP
Description
Address: 5000 Executive Pkwy #400, San Ramon, CA 94583 Hours: Open ⋅ Closes 6PM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8AM–6PMHours might differTuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (925) 277-9100Place name: : : : : : Website: : Category: Website: http://www.lindquistcpa.com/ Category: Certified Public Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Lindquist LLP Employees
Employee
Years
Job
Industry
James Ignacio James Ignacio's Lindquist LLP Experience December 2014 - Present
Job Certified Audit Staff at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP December 2014 - Present
Get Satisfaction October 2013 - May 2014
University of San Francisco June 2013 - August 2013
Rothstein Kass June 2013 - June 2013
Astia July 2012 - June 2013
BTI Business Team January 2010 - May 2011
St. Thomas More Catholic High School September 2008 - May 2010
ATG ENTERPRISES INCORPORATED November 2009 - March 2010
Skills
Public Speaking, Photoshop, Salesforce.com, Microsoft Excel, Social Media, PowerPoint, Customer Service, Research, Fundraising, Team Building, Social Networking, Accounting, Entrepreneurship
Education
University of San Francisco 2010 — 2014
Accounting, Senior
Lindquist LLP December 2014 - Present
Get Satisfaction October 2013 - May 2014
University of San Francisco June 2013 - August 2013
Rothstein Kass June 2013 - June 2013
Astia July 2012 - June 2013
BTI Business Team January 2010 - May 2011
St. Thomas More Catholic High School September 2008 - May 2010
ATG ENTERPRISES INCORPORATED November 2009 - March 2010
Skills
Public Speaking, Photoshop, Salesforce.com, Microsoft Excel, Social Media, PowerPoint, Customer Service, Research, Fundraising, Team Building, Social Networking, Accounting, Entrepreneurship
Education
University of San Francisco 2010 — 2014
Accounting, Senior
Kristoffer Evangelista, CPA Kristoffer Evangelista, CPA's Lindquist LLP Experience August 2015 - Present
Job Certified Senior Auditor at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP August 2015 - Present
E.C. Ortiz & Co., LLP September 2007 - August 2015
SyCip Gorres Velayo & Co. (SGV & Co./Ernst & Young Philippines) December 2005 - September 2007
Globe Telecom November 2002 - December 2005
Colegio de Dagupan October 2001 - November 2002
Skills
Financial Analysis, Auditing, Financial Reporting, Accounting, Financial Statements, Assurance, Financial Accounting, Internal Controls, Tax, GAAP, External Audit, IFRS, Single Audit, OMB Circular A-133
Education
Colegio de Dagupan 1997 — 2001
Bachelor of Science in Accountancy, Cum Laude
Lindquist LLP August 2015 - Present
E.C. Ortiz & Co., LLP September 2007 - August 2015
SyCip Gorres Velayo & Co. (SGV & Co./Ernst & Young Philippines) December 2005 - September 2007
Globe Telecom November 2002 - December 2005
Colegio de Dagupan October 2001 - November 2002
Skills
Financial Analysis, Auditing, Financial Reporting, Accounting, Financial Statements, Assurance, Financial Accounting, Internal Controls, Tax, GAAP, External Audit, IFRS, Single Audit, OMB Circular A-133
Education
Colegio de Dagupan 1997 — 2001
Bachelor of Science in Accountancy, Cum Laude
Aaron Barton, CPA/ABV, CIA Aaron Barton, CPA/ABV, CIA's Lindquist LLP Experience July 2014 - March 2015
Job Director of Operational Accounting at RML Automotive Inc
Industry Accounting
Experience
RML Automotive Inc March 2015 - Present
Lindquist LLP July 2014 - March 2015
RLJ McLarty Landers Automotive Holdings September 2012 - July 2014
Dixon Hughes Goodman LLP January 2009 - September 2012
Capricho Investments April 2009 - August 2009
Skills
Accredited in Business..., IDEA User, CPA, Accounting, Internal Controls, Auditing, GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Forensic Accounting, SEC filings, General Ledger, Business Valuation, External Audit, US GAAP, Sarbanes-Oxley Act, Assurance, Internal Audit
Education
Texas A&M University 2007 — 2008
M.S., Accountancy
Texas A&M University 2004 — 2008
B.B.A., Accountancy
RML Automotive Inc March 2015 - Present
Lindquist LLP July 2014 - March 2015
RLJ McLarty Landers Automotive Holdings September 2012 - July 2014
Dixon Hughes Goodman LLP January 2009 - September 2012
Capricho Investments April 2009 - August 2009
Skills
Accredited in Business..., IDEA User, CPA, Accounting, Internal Controls, Auditing, GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Forensic Accounting, SEC filings, General Ledger, Business Valuation, External Audit, US GAAP, Sarbanes-Oxley Act, Assurance, Internal Audit
Education
Texas A&M University 2007 — 2008
M.S., Accountancy
Texas A&M University 2004 — 2008
B.B.A., Accountancy
William Ma, CPA, MBA William Ma, CPA, MBA's Lindquist LLP Experience February 2004 - December 2004
Job Sr. Manager Revenue Operations
Industry Accounting
Experience
LinkedIn June 2014 - Present
NetApp June 2013 - May 2014
Adobe Systems July 2010 - June 2013
Adobe Systems July 2008 - August 2010
Zhone Technologies December 2007 - July 2008
Ernst & Young LLP January 2005 - December 2007
Lindquist LLP February 2004 - December 2004
California Employment Development Department March 2003 - February 2004
Skills
Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, SEC filings, GAAP, Auditing, Accounting, General Ledger, Financial Statements, CPA, Process Improvement, External Audit, IFRS, Accruals, Financial Audits, Salesforce.com, Sarbanes-Oxley, Financial Reporting, Consolidation, ERP, Management, Finance
Education
California State University-Hayward - School of Business and Economics 2002 — 2004
MBA, Accounting
California State University-Hayward - School of Business and Economics 1998 — 2002
BS, Business Administration
Mission San Jose High School 1994 — 1998
LinkedIn June 2014 - Present
NetApp June 2013 - May 2014
Adobe Systems July 2010 - June 2013
Adobe Systems July 2008 - August 2010
Zhone Technologies December 2007 - July 2008
Ernst & Young LLP January 2005 - December 2007
Lindquist LLP February 2004 - December 2004
California Employment Development Department March 2003 - February 2004
Skills
Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, SEC filings, GAAP, Auditing, Accounting, General Ledger, Financial Statements, CPA, Process Improvement, External Audit, IFRS, Accruals, Financial Audits, Salesforce.com, Sarbanes-Oxley, Financial Reporting, Consolidation, ERP, Management, Finance
Education
California State University-Hayward - School of Business and Economics 2002 — 2004
MBA, Accounting
California State University-Hayward - School of Business and Economics 1998 — 2002
BS, Business Administration
Mission San Jose High School 1994 — 1998
Debbie Dimery Debbie Dimery's Lindquist LLP Experience January 1987 - Present
Job Partner at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP January 1987 - Present
Challenge Day 2009 - June 2013
Skills
Not for Profit, Employee Benefits, Payroll, Auditing, Accounting, Defined Benefit, CPA, Pensions, Non-profits, Audits of Employee..., ERISA, GAAP, US GAAP
Education
University of California, Berkeley - Walter A. Haas School of Business
Accounting/Finance
Lindquist LLP January 1987 - Present
Challenge Day 2009 - June 2013
Skills
Not for Profit, Employee Benefits, Payroll, Auditing, Accounting, Defined Benefit, CPA, Pensions, Non-profits, Audits of Employee..., ERISA, GAAP, US GAAP
Education
University of California, Berkeley - Walter A. Haas School of Business
Accounting/Finance
Rachel Barsha Rachel Barsha's Lindquist LLP Experience January 2012 - Present
Job Administrative Assistant at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP January 2012 - Present
Education
Hope International University 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Lindquist LLP January 2012 - Present
Education
Hope International University 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Brady Holm Brady Holm's Lindquist LLP Experience 2005 - 2008
Job Senior Associate at Mercer
Industry Human Resources
Experience
Mercer May 2014 - Present
ADP January 2008 - May 2014
Lindquist, LLP 2005 - 2008
Skills
Payroll, Sales, Selling, ADP Payroll, Retirement, Salesforce.com, Human Resources, Cold Calling, Personnel Management, BPO, SaaS, Sales Process, HRO, Time & Attendance, B2B, Employee Benefits, Benefits Administration, Account Management
Education
California State University-East Bay
California State University-East Bay
Mercer May 2014 - Present
ADP January 2008 - May 2014
Lindquist, LLP 2005 - 2008
Skills
Payroll, Sales, Selling, ADP Payroll, Retirement, Salesforce.com, Human Resources, Cold Calling, Personnel Management, BPO, SaaS, Sales Process, HRO, Time & Attendance, B2B, Employee Benefits, Benefits Administration, Account Management
Education
California State University-East Bay
California State University-East Bay
Devina Whitley Devina Whitley's Lindquist LLP Experience July 2004 - August 2006
Job Assistant Controller at Ingenio, LLC
Industry Accounting
Experience
Ingenio September 2013 - Present
Legal Assistance for Seniors September 2010 - June 2015
Sedgwick LLP May 2012 - August 2013
Sedgwick LLP June 2011 - May 2012
Mowat, Mackie & Anderson September 2006 - May 2011
none 2009 - 2011
Lindquist, LLP July 2004 - August 2006
Lucille Freedman, E.A. June 2002 - July 2004
Skills
Payroll, Accounting, Corporate Tax, Tax, Auditing, GAAP, Analysis, Process Improvement, Internal Controls, Budgets, Tax Returns, General Ledger, Income Tax, Bookkeeping, Finance, Internal Audit, Microsoft Excel, Microsoft Office, CPA, QuickBooks, Financial Reporting, Account Reconciliation, Financial Statements, Accounts Payable, Financial Accounting, Revenue Recognition, Financial Analysis, Variance Analysis, Accounts Receivable, US GAAP, Tax Preparation
Education
California State University-Hayward - School of Business and Economics 2000 — 2003
B.S., Business Administration
Ingenio September 2013 - Present
Legal Assistance for Seniors September 2010 - June 2015
Sedgwick LLP May 2012 - August 2013
Sedgwick LLP June 2011 - May 2012
Mowat, Mackie & Anderson September 2006 - May 2011
none 2009 - 2011
Lindquist, LLP July 2004 - August 2006
Lucille Freedman, E.A. June 2002 - July 2004
Skills
Payroll, Accounting, Corporate Tax, Tax, Auditing, GAAP, Analysis, Process Improvement, Internal Controls, Budgets, Tax Returns, General Ledger, Income Tax, Bookkeeping, Finance, Internal Audit, Microsoft Excel, Microsoft Office, CPA, QuickBooks, Financial Reporting, Account Reconciliation, Financial Statements, Accounts Payable, Financial Accounting, Revenue Recognition, Financial Analysis, Variance Analysis, Accounts Receivable, US GAAP, Tax Preparation
Education
California State University-Hayward - School of Business and Economics 2000 — 2003
B.S., Business Administration
Melba Lawson's Lindquist LLP Experience December 2014 - Present
Job Administrative Assistant/Scheduler at Lindquist LLP
Industry Financial Services
Experience
Lindquist LLP December 2014 - Present
H&R Block December 2014 - April 2015
One Man's Passion Catering September 2013 - October 2014
Performant Financial Corporation April 2006 - March 2013
Keller Williams Tri-Valley Realty April 2005 - April 2007
OfficeTeam February 2003 - September 2006
Skills
Administrative..., Data Entry, Invoicing, SAP HR Security Analyst, Procurement, Facilities Operations, Temporary Staffing, CA Real Estate License, TX Real Estate License, Administrative..., Employee Relations, Software Documentation, Human Resources, Microsoft Office, SAP R/3, Accounts Receivable, PowerPoint, Databases, Team Building, Sales, Account Reconciliation, Microsoft Excel, Management, SAP ERP, Accounts Payable, Customer Service, Call Centers, Lotus Notes, SAP, Outlook, Team Leadership, Microsoft Word, SAP Security..., Negotiation, SAP HR
Education
Institute For Information Technology Solutions (I4ITSolutions) 2013 — 2014
SAP HR Functional/System Security Analyst
Las Positas College
Liberal Art Degree
Lindquist LLP December 2014 - Present
H&R Block December 2014 - April 2015
One Man's Passion Catering September 2013 - October 2014
Performant Financial Corporation April 2006 - March 2013
Keller Williams Tri-Valley Realty April 2005 - April 2007
OfficeTeam February 2003 - September 2006
Skills
Administrative..., Data Entry, Invoicing, SAP HR Security Analyst, Procurement, Facilities Operations, Temporary Staffing, CA Real Estate License, TX Real Estate License, Administrative..., Employee Relations, Software Documentation, Human Resources, Microsoft Office, SAP R/3, Accounts Receivable, PowerPoint, Databases, Team Building, Sales, Account Reconciliation, Microsoft Excel, Management, SAP ERP, Accounts Payable, Customer Service, Call Centers, Lotus Notes, SAP, Outlook, Team Leadership, Microsoft Word, SAP Security..., Negotiation, SAP HR
Education
Institute For Information Technology Solutions (I4ITSolutions) 2013 — 2014
SAP HR Functional/System Security Analyst
Las Positas College
Liberal Art Degree
Cesar A. Leon Cesar A. Leon's Lindquist LLP Experience August 2008 - February 2009
Job Financial Operations,Accounting, Certified Staff Auditor, Credit/Collections, Inventory, Cost Analysis,Office Management
Industry Accounting
Experience
Premier Staffing Inc. May 2015 - Present
Premier Staffing Inc. March 2015 - April 2015
H&R Block December 2014 - February 2015
Kelly-Moore Paints April 2014 - September 2014
McClellan & Corren, A Law Corporation October 2013 - May 2014
Homestead Pasta Company December 2012 - July 2013
Lancaster General Health June 2012 - October 2012
H&R Block November 2010 - July 2011
Lindquist LLP August 2008 - February 2009
Skills
Bill.com, Looker, Asana, Internal, Slack, Salesforce.com, Auditing, Transunion, Experian Business..., QuickBooks, Taxation, Accounting, Invoicing, Bank Reconciliation, Non-profit Volunteering, MS Excel Pivot Tables, Customer Service, Leadership, Team Building, Oracle, H&R Block BlockWorks, Retail.net, HealthPay24, GTD, LexisNexis Time Matters, Management, Microsoft Office, Timely Decision Making, Outlook, Thunderbird, Evaluation, Spanish, Marketing Strategy, Mathematics, R Programming, Minitab, JD Edwards, ADX, SnagIt, Box, Dropbox, Google Docs, CRM, ProSystem fx Engagement
Education
University of California, Davis 2003 — 2005
B.S, Managerial Economics
Golden Gate University 2007 — 2009
M.S. units, Accounting/Taxation
Saddleback College
A.A, Mathematics
Premier Staffing Inc. May 2015 - Present
Premier Staffing Inc. March 2015 - April 2015
H&R Block December 2014 - February 2015
Kelly-Moore Paints April 2014 - September 2014
McClellan & Corren, A Law Corporation October 2013 - May 2014
Homestead Pasta Company December 2012 - July 2013
Lancaster General Health June 2012 - October 2012
H&R Block November 2010 - July 2011
Lindquist LLP August 2008 - February 2009
Skills
Bill.com, Looker, Asana, Internal, Slack, Salesforce.com, Auditing, Transunion, Experian Business..., QuickBooks, Taxation, Accounting, Invoicing, Bank Reconciliation, Non-profit Volunteering, MS Excel Pivot Tables, Customer Service, Leadership, Team Building, Oracle, H&R Block BlockWorks, Retail.net, HealthPay24, GTD, LexisNexis Time Matters, Management, Microsoft Office, Timely Decision Making, Outlook, Thunderbird, Evaluation, Spanish, Marketing Strategy, Mathematics, R Programming, Minitab, JD Edwards, ADX, SnagIt, Box, Dropbox, Google Docs, CRM, ProSystem fx Engagement
Education
University of California, Davis 2003 — 2005
B.S, Managerial Economics
Golden Gate University 2007 — 2009
M.S. units, Accounting/Taxation
Saddleback College
A.A, Mathematics
Melinda pilapil de Ocampo's Lindquist LLP Experience September 1997 - June 2000
Job Controller, CPA (inactive)
Industry Accounting
Experience
Lipman Insurance Administrators, Inc. March 2011 - Present
Spiegel Accountancy Corp. December 2010 - February 2011
Signature Properties, Inc/Signature Homes, Inc July 2000 - October 2010
Lindquist LLP September 1997 - June 2000
Consolidated Medical Care, Inc January 1991 - January 1997
BMG Seltec January 1990 - January 1991
Skills
Financial Reporting, Accounts Payable, General Ledger, Account Reconciliation, Financial Analysis, Accounts Receivable, Auditing, Payroll, Variance Analysis, Fixed Assets, Budgets, Internal Audit, Financial Statements, Accruals, Financial Audits, Journal Entries, Consolidation, Finance, Tax, Bookkeeping, GAAP, Cost Accounting, Balance
Education
Far Eastern University 1982 — 1986
Bachelor of Science (B.S.), Accounting
Centro Escolar University 1974 — 1982
Lipman Insurance Administrators, Inc. March 2011 - Present
Spiegel Accountancy Corp. December 2010 - February 2011
Signature Properties, Inc/Signature Homes, Inc July 2000 - October 2010
Lindquist LLP September 1997 - June 2000
Consolidated Medical Care, Inc January 1991 - January 1997
BMG Seltec January 1990 - January 1991
Skills
Financial Reporting, Accounts Payable, General Ledger, Account Reconciliation, Financial Analysis, Accounts Receivable, Auditing, Payroll, Variance Analysis, Fixed Assets, Budgets, Internal Audit, Financial Statements, Accruals, Financial Audits, Journal Entries, Consolidation, Finance, Tax, Bookkeeping, GAAP, Cost Accounting, Balance
Education
Far Eastern University 1982 — 1986
Bachelor of Science (B.S.), Accounting
Centro Escolar University 1974 — 1982
Marcos Sidhum, CPA Marcos Sidhum, CPA's Lindquist LLP Experience September 2008 - November 2010
Job Partner at Ayoub & Associates
Industry Accounting
Experience
Ayoub & Associates November 2010 - Present
Lindquist LLP September 2008 - November 2010
Education
California State University-Long Beach
B.S, Accounting
Ayoub & Associates November 2010 - Present
Lindquist LLP September 2008 - November 2010
Education
California State University-Long Beach
B.S, Accounting
Emily (Simmons) Cory's Lindquist LLP Experience March 2014 - Present
Job Marketing Coordinator
Industry Marketing and Advertising
Experience
Lindquist LLP March 2014 - Present
Revel Systems October 2013 - March 2014
EyeCare Galleria June 2010 - July 2013
Aria Systems January 2013 - May 2013
SFSU Bookstore August 2008 - May 2009
Skills
Microsoft Office, Marketing, Leadership, Teamwork, Customer Service, Training, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Social Media, Marketing Strategy, Market Research, Event Planning, Sales, Public Relations, Marketing Communications, Event Management, Office Administration, OD Professional, EMR, Medical Billing, Vision Insurance, Data Entry, Advertising, Salesforce.com, Lead Generation, Inbound Lead Generation
Education
San Francisco State University, College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Heritage High School 2005 — 2008
Lindquist LLP March 2014 - Present
Revel Systems October 2013 - March 2014
EyeCare Galleria June 2010 - July 2013
Aria Systems January 2013 - May 2013
SFSU Bookstore August 2008 - May 2009
Skills
Microsoft Office, Marketing, Leadership, Teamwork, Customer Service, Training, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Social Media, Marketing Strategy, Market Research, Event Planning, Sales, Public Relations, Marketing Communications, Event Management, Office Administration, OD Professional, EMR, Medical Billing, Vision Insurance, Data Entry, Advertising, Salesforce.com, Lead Generation, Inbound Lead Generation
Education
San Francisco State University, College of Business 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Heritage High School 2005 — 2008
Rowena Luu's Lindquist LLP Experience August 2011 - May 2013
Job Senior Associate | Business Risk Management & Control Solutions at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2014 - Present
Farmers & Merchants Bank of Long Beach May 2013 - July 2014
Lindquist LLP August 2011 - May 2013
Skills
Bank Reconciliation, Internal Controls, Auditing, Financial Statement..., FDICIA, Consolidated Financial..., Audits of Employee..., Government Accounting, Cash Management, ADP Payroll, Operational Due..., Retail Banking, Cash Flow Forecasting, Year-end Close, Risk Assessment, Accountants, Monthly Close, Cost Accounting, Operational Risk..., Sarbanes-Oxley Act, Financial Accounting, Accounting
Education
University of California, Irvine
B.A, Business Economics
Moss Adams LLP August 2014 - Present
Farmers & Merchants Bank of Long Beach May 2013 - July 2014
Lindquist LLP August 2011 - May 2013
Skills
Bank Reconciliation, Internal Controls, Auditing, Financial Statement..., FDICIA, Consolidated Financial..., Audits of Employee..., Government Accounting, Cash Management, ADP Payroll, Operational Due..., Retail Banking, Cash Flow Forecasting, Year-end Close, Risk Assessment, Accountants, Monthly Close, Cost Accounting, Operational Risk..., Sarbanes-Oxley Act, Financial Accounting, Accounting
Education
University of California, Irvine
B.A, Business Economics
James Capers James Capers's Lindquist LLP Experience 1993 - 2000
Job Compliance Audit Manager at Miller, Kaplan & Arase LLP
Industry Accounting
Experience
Miller, Kaplan & Arase LLP 2000 - Present
Lindquist LLP 1993 - 2000
Education
Central State University
Miller, Kaplan & Arase LLP 2000 - Present
Lindquist LLP 1993 - 2000
Education
Central State University
Chris Nicolette, CPA's Lindquist LLP Experience January 2009 - August 2012
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
Kim Ray, CPA Kim Ray, CPA's Lindquist LLP Experience September 1978 - December 2012
Job Director of Ministry Support at Community Presbyterian Church in Danville
Industry Accounting
Experience
Community Presbyterian Church in Danville September 2014 - Present
Kim Ray January 2013 - August 2014
Lindquist LLP September 1978 - December 2012
Skills
Labor Organizations, Employer Associations, Audits of Employee..., 401(K) Plans, Special Projects, Allocation of Shared..., Fair Share Reports, Apprentice Training..., GAAP, Payroll Compliance..., Ability to Pay Studies, Auditor, Time Study Reports, ERISA, Employee Benefits, Auditing, CPA, US GAAP, Budgets, Defined Benefit, Accounting, Payroll, Nonprofits, Internal Controls, Tax Preparation, Corporate Tax, Income Tax, QuickBooks, Tax, Sarbanes-Oxley Act, Financial Reporting, External Audit, Financial Accounting, General Ledger, Financial Statements, Revenue Recognition, Sarbanes-Oxley, Tax Accounting, Not for Profit, Account Reconciliation
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Business Administration, Concentration in Accounting
Community Presbyterian Church in Danville September 2014 - Present
Kim Ray January 2013 - August 2014
Lindquist LLP September 1978 - December 2012
Skills
Labor Organizations, Employer Associations, Audits of Employee..., 401(K) Plans, Special Projects, Allocation of Shared..., Fair Share Reports, Apprentice Training..., GAAP, Payroll Compliance..., Ability to Pay Studies, Auditor, Time Study Reports, ERISA, Employee Benefits, Auditing, CPA, US GAAP, Budgets, Defined Benefit, Accounting, Payroll, Nonprofits, Internal Controls, Tax Preparation, Corporate Tax, Income Tax, QuickBooks, Tax, Sarbanes-Oxley Act, Financial Reporting, External Audit, Financial Accounting, General Ledger, Financial Statements, Revenue Recognition, Sarbanes-Oxley, Tax Accounting, Not for Profit, Account Reconciliation
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Business Administration, Concentration in Accounting
Douglas Poor Douglas Poor's Lindquist LLP Experience December 2013 - July 2015
Job Internal Audit Manager at RML Automotive Inc
Industry Accounting
Experience
RML Automotive Inc August 2015 - Present
Lindquist LLP December 2013 - July 2015
Wright Ford Young & Co. June 2013 - November 2013
Volt Information Sciences October 2012 - May 2013
Volt Information Sciences July 2011 - September 2012
David Raff & Co January 2011 - April 2011
Volunteer Income Tax Assistants January 2011 - April 2011
Skills
Accounting, Tax, Accounts Payable, Auditing, Income Tax, Accounts Receivable, PeopleSoft, Account Reconciliation, Financial Reporting, Microsoft Excel, GAAP, Financial Accounting, Management, Project Management, Microsoft Office, Journal Entries, Data Entry, Payroll Taxes, Cost Analysis, Data Analysis, Lacerte, Visio, Quickbooks, Financial Analysis, Six Sigma, QuickBooks
Education
California State University-San Bernardino 2011 — 2012
Masters of Science, Accounting, 3.4 GPA
California State University-San Bernardino 2007 — 2011
Bachelor of Arts, Accounting and Business Economics; Graduated, 3.7 GPA
RML Automotive Inc August 2015 - Present
Lindquist LLP December 2013 - July 2015
Wright Ford Young & Co. June 2013 - November 2013
Volt Information Sciences October 2012 - May 2013
Volt Information Sciences July 2011 - September 2012
David Raff & Co January 2011 - April 2011
Volunteer Income Tax Assistants January 2011 - April 2011
Skills
Accounting, Tax, Accounts Payable, Auditing, Income Tax, Accounts Receivable, PeopleSoft, Account Reconciliation, Financial Reporting, Microsoft Excel, GAAP, Financial Accounting, Management, Project Management, Microsoft Office, Journal Entries, Data Entry, Payroll Taxes, Cost Analysis, Data Analysis, Lacerte, Visio, Quickbooks, Financial Analysis, Six Sigma, QuickBooks
Education
California State University-San Bernardino 2011 — 2012
Masters of Science, Accounting, 3.4 GPA
California State University-San Bernardino 2007 — 2011
Bachelor of Arts, Accounting and Business Economics; Graduated, 3.7 GPA
Chris Efird, CPA Chris Efird, CPA's Lindquist LLP Experience June 2010 - November 2013
Job Auditor II at County of San Diego
Industry Accounting
Experience
County of San Diego December 2013 - Present
Lindquist LLP June 2010 - November 2013
RestaurantInsights.com May 2008 - May 2010
Skills
CPA, Auditing, Financial Accounting, GAAP, GAAS, Accounting, General Ledger, Microsoft Office, Financial Reporting
Education
University of Southern California 2005 — 2008
Bachelor of Science (B.S.), Accounting
County of San Diego December 2013 - Present
Lindquist LLP June 2010 - November 2013
RestaurantInsights.com May 2008 - May 2010
Skills
CPA, Auditing, Financial Accounting, GAAP, GAAS, Accounting, General Ledger, Microsoft Office, Financial Reporting
Education
University of Southern California 2005 — 2008
Bachelor of Science (B.S.), Accounting
Charity Hall's Lindquist LLP Experience February 2014 - May 2015
Job Experienced Audit Staff at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP May 2015 - Present
Dainty Jewell's September 2014 - Present
Hope International University June 2014 - Present
Lindquist LLP February 2014 - May 2015
Sylvan Learning Centers March 2013 - January 2014
The Pentecostals of Hayward June 2008 - February 2013
The Pentecostals of Hayward January 1999 - February 2013
The Pentecostals of Hayward January 1999 - June 2012
Education
Liberty University 2011 — 2013
Master of Arts (M.A.), Human Services: Executive Leadership
Patten University 2010 — 2011
BA Music & Worship Leadership, Vocal Performance
California State University-East Bay 2007 — 2010
BS, Business Administration, Accounting Option
Patten University 2005 — 2007
BA Music & Worship Leadership, Vocal Performance
OUM & Co. LLP May 2015 - Present
Dainty Jewell's September 2014 - Present
Hope International University June 2014 - Present
Lindquist LLP February 2014 - May 2015
Sylvan Learning Centers March 2013 - January 2014
The Pentecostals of Hayward June 2008 - February 2013
The Pentecostals of Hayward January 1999 - February 2013
The Pentecostals of Hayward January 1999 - June 2012
Education
Liberty University 2011 — 2013
Master of Arts (M.A.), Human Services: Executive Leadership
Patten University 2010 — 2011
BA Music & Worship Leadership, Vocal Performance
California State University-East Bay 2007 — 2010
BS, Business Administration, Accounting Option
Patten University 2005 — 2007
BA Music & Worship Leadership, Vocal Performance
Richard Thiermann Richard Thiermann's Lindquist LLP Experience August 1987 - Present
Job CPA with 28+ years of experience auditing employee benefit plans and notforprofit organizations.
Industry Accounting
Experience
Lindquist LLP August 1987 - Present
Skills
Charities, Union, Accounting, Auditing, ERISA, GAAP, 401k, Financial Reporting, US GAAP, QuickBooks, Payroll, Not for Profit, Financial Analysis, Internal Controls, Tax, Employee Benefits, Audits of Employee..., CPA, Tax Preparation, Pensions, Defined Benefit, Pension Funds, Nonprofits
Education
Northeastern Illinois University 1979 — 1983
BS, Accounting
Lindquist LLP August 1987 - Present
Skills
Charities, Union, Accounting, Auditing, ERISA, GAAP, 401k, Financial Reporting, US GAAP, QuickBooks, Payroll, Not for Profit, Financial Analysis, Internal Controls, Tax, Employee Benefits, Audits of Employee..., CPA, Tax Preparation, Pensions, Defined Benefit, Pension Funds, Nonprofits
Education
Northeastern Illinois University 1979 — 1983
BS, Accounting
Ashley Peabody's Lindquist LLP Experience December 2010 - October 2013
Job Consultant at Armanino LLP
Industry Accounting
Experience
Armanino LLP October 2013 - Present
Lindquist LLP December 2010 - October 2013
A-D Technologies November 2009 - November 2010
ACS May 2009 - August 2009
VITA January 2008 - April 2009
Skills
Accounts Receivable, GAAP, Accounting, Communication Skills, Auditing, Tax, Access, Analysis, Microsoft Excel, Financial Audits, Human Resources, Invoicing, Financial Statements, Internal Audit, Finance, Internal Controls, Management, Revenue Recognition, Sarbanes-Oxley Act
Education
Saint Mary's College of California 2014 — 2015
Master of Business Administration (MBA), Finance
University of Nevada-Reno 2004 — 2009
BS, Business Administration, Accounting Major
Armanino LLP October 2013 - Present
Lindquist LLP December 2010 - October 2013
A-D Technologies November 2009 - November 2010
ACS May 2009 - August 2009
VITA January 2008 - April 2009
Skills
Accounts Receivable, GAAP, Accounting, Communication Skills, Auditing, Tax, Access, Analysis, Microsoft Excel, Financial Audits, Human Resources, Invoicing, Financial Statements, Internal Audit, Finance, Internal Controls, Management, Revenue Recognition, Sarbanes-Oxley Act
Education
Saint Mary's College of California 2014 — 2015
Master of Business Administration (MBA), Finance
University of Nevada-Reno 2004 — 2009
BS, Business Administration, Accounting Major
Annette Massey's Lindquist LLP Experience April 2007 - April 2011
Job 20+ Year Administrative Professional
Industry Education Management
Experience
University of California Office of the President June 2014 - Present
Randstad USA January 2014 - June 2014
University of California Office of the President August 2012 - December 2013
Emeritus May 2012 - August 2012
Marymount Greenhills Retirement Center January 2012 - August 2012
Lindquist LLP April 2007 - April 2011
Spherion Professional Services September 2005 - January 2006
True Vine Ministries August 1999 - August 2005
Skills
Microsoft Excel, Microsoft Word, Not for Profit, Microsoft Office, Outlook, Customer Service, PowerPoint, Budgets, Scanners, Windows, Proof, Project Planning, Event Planning, ProFX Engagement, GoFileRoom, Scheduling, Hoyer Lift, Community Outreach, Hospitality, Certified Nurses..., Document Imaging, Fax, Calendaring, Administrative..., Data Entry, Leadership, Project Management, Public Speaking, Social Media, Training
Education
NCP College of Nursing 2011 — 2011
Certificate of Completion, Certified Nursing Assistant
St. Mary's College of California 2004 — 2005
Business Management courses
Heald Business College 1994 — 1995
Associate of Arts and Sciences (A.A.S.), Legal Administration
Patten University
Industrial and Organizational Psychology
University of California Office of the President June 2014 - Present
Randstad USA January 2014 - June 2014
University of California Office of the President August 2012 - December 2013
Emeritus May 2012 - August 2012
Marymount Greenhills Retirement Center January 2012 - August 2012
Lindquist LLP April 2007 - April 2011
Spherion Professional Services September 2005 - January 2006
True Vine Ministries August 1999 - August 2005
Skills
Microsoft Excel, Microsoft Word, Not for Profit, Microsoft Office, Outlook, Customer Service, PowerPoint, Budgets, Scanners, Windows, Proof, Project Planning, Event Planning, ProFX Engagement, GoFileRoom, Scheduling, Hoyer Lift, Community Outreach, Hospitality, Certified Nurses..., Document Imaging, Fax, Calendaring, Administrative..., Data Entry, Leadership, Project Management, Public Speaking, Social Media, Training
Education
NCP College of Nursing 2011 — 2011
Certificate of Completion, Certified Nursing Assistant
St. Mary's College of California 2004 — 2005
Business Management courses
Heald Business College 1994 — 1995
Associate of Arts and Sciences (A.A.S.), Legal Administration
Patten University
Industrial and Organizational Psychology
Aimanjot Chatha's Lindquist LLP Experience June 2014 - September 2014
Job Audit Associate | KPMG LLP
Industry Accounting
Experience
KPMG U.S. August 2015 - Present
KPMG U.S. January 2015 - July 2015
Lindquist LLP June 2014 - September 2014
CSUEB MBA Program June 2013 - September 2013
Infinera Corporation June 2012 - September 2012
Skills
Leadership, Teamwork, Time Management, PowerPoint, Microsoft Office, Customer Service, Communication, Microsoft Excel, Strategic Planning, Auditing, Data Entry, Microsoft Word, Networking, Analytical Skills, Access, Accounting, Public Speaking, Social Networking, Event Planning, Research, Management, Social Media, Outlook, Analysis, Marketing, Team Leadership, Finance, Tax, Team Building, Community Outreach
Education
California State University-East Bay 2010 — 2014
Bachelor of Science (B.S.), Business Administration: Accounting and Finance
KPMG U.S. August 2015 - Present
KPMG U.S. January 2015 - July 2015
Lindquist LLP June 2014 - September 2014
CSUEB MBA Program June 2013 - September 2013
Infinera Corporation June 2012 - September 2012
Skills
Leadership, Teamwork, Time Management, PowerPoint, Microsoft Office, Customer Service, Communication, Microsoft Excel, Strategic Planning, Auditing, Data Entry, Microsoft Word, Networking, Analytical Skills, Access, Accounting, Public Speaking, Social Networking, Event Planning, Research, Management, Social Media, Outlook, Analysis, Marketing, Team Leadership, Finance, Tax, Team Building, Community Outreach
Education
California State University-East Bay 2010 — 2014
Bachelor of Science (B.S.), Business Administration: Accounting and Finance
Wade Adeogun Wade Adeogun's Lindquist LLP Experience June 2011 - 2012
Job Senior Tax Performance Advisory Associate at EY
Industry Accounting
Experience
EY March 2015 - Present
Thomson Reuters March 2013 - March 2015
Van Beek & Co. CPA November 2012 - March 2013
Lindquist LLP June 2011 - 2012
International Association of Business Communicator January 2010 - September 2010
Trainor General Contracting Construction Services April 2005 - April 2010
Skills
Assurance, Financial Statement..., Accounting, Account Reconciliation, Accounts Payable, Auditing, Accounts Receivable, Payroll
Education
Pacific Union College 2004 — 2009
BBA, Accounting
EY March 2015 - Present
Thomson Reuters March 2013 - March 2015
Van Beek & Co. CPA November 2012 - March 2013
Lindquist LLP June 2011 - 2012
International Association of Business Communicator January 2010 - September 2010
Trainor General Contracting Construction Services April 2005 - April 2010
Skills
Assurance, Financial Statement..., Accounting, Account Reconciliation, Accounts Payable, Auditing, Accounts Receivable, Payroll
Education
Pacific Union College 2004 — 2009
BBA, Accounting
Junaid Qureshi Junaid Qureshi's Lindquist LLP Experience February 2014 - March 2014
Job Business Account Executive at Verizon Wireless
Industry Wireless
Experience
Verizon Wireless August 2015 - Present
ASE Marketing Group, LLC March 2014 - Present
Lindquist LLP February 2014 - March 2014
Wireless Lifestyle March 2012 - January 2014
Sprint December 2003 - May 2011
New World Medical, Inc January 2002 - June 2003
Robinsons-May September 2000 - December 2002
Volt October 1999 - December 2001
Skills
Sales Operations, CRM, Management, Strategy, Customer Service, Product Marketing, Customer Retention, Operations Management, Selling, Wireless, B2B, Customer Experience, Team Leadership, Strategic Selling, Retail, Microsoft Office, Cross-functional Team..., Retail Sales Experience, Program Management, Strategic Planning, Project Management, Salesforce.com, Building High..., Operational Efficiency, Marketing Strategy, Merchandising, Web-based Research, Payroll Analysis, Multi-employer pension..., Microsoft Excel, Sales, Process Improvement, Direct Sales, Mobile Devices, Solution Selling, Sales Management, Inventory Management, Telecommunications, Account Management, New Business Development, Business Development, Team Building, Marketing, Product Management, Recruiting, Mobile Communications, Coaching, Online Marketing, Marketing Communications, Time Management
Education
California State University-San Bernardino 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Chaffey College 2009 — 2011
Associate of Arts (A.A.), Business & Technology
Verizon Wireless August 2015 - Present
ASE Marketing Group, LLC March 2014 - Present
Lindquist LLP February 2014 - March 2014
Wireless Lifestyle March 2012 - January 2014
Sprint December 2003 - May 2011
New World Medical, Inc January 2002 - June 2003
Robinsons-May September 2000 - December 2002
Volt October 1999 - December 2001
Skills
Sales Operations, CRM, Management, Strategy, Customer Service, Product Marketing, Customer Retention, Operations Management, Selling, Wireless, B2B, Customer Experience, Team Leadership, Strategic Selling, Retail, Microsoft Office, Cross-functional Team..., Retail Sales Experience, Program Management, Strategic Planning, Project Management, Salesforce.com, Building High..., Operational Efficiency, Marketing Strategy, Merchandising, Web-based Research, Payroll Analysis, Multi-employer pension..., Microsoft Excel, Sales, Process Improvement, Direct Sales, Mobile Devices, Solution Selling, Sales Management, Inventory Management, Telecommunications, Account Management, New Business Development, Business Development, Team Building, Marketing, Product Management, Recruiting, Mobile Communications, Coaching, Online Marketing, Marketing Communications, Time Management
Education
California State University-San Bernardino 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Chaffey College 2009 — 2011
Associate of Arts (A.A.), Business & Technology
Stephanie Coroner's Lindquist LLP Experience April 2004 - January 2005
Job Sales Support Rep. at Wind River Systems
Industry Computer Software
Experience
Wind River Systems January 2005 - Present
Lindquist LLP April 2004 - January 2005
Wind River March 2003 - April 2004
Wind River June 1996 - March 2003
Wind River June 1996 - March 2003
Skills
Sales Operations, Salesforce.com, Enterprise Software, Sales Process, Sales Enablement, Software Industry, Business Alliances, CRM, Cold Calling, Selling, Demand Generation, Account Management, Managed Services, Solution Selling, Cross-functional Team..., Management, Training
Education
Diablo Valley College 1992 — 1995
Associate of Arts (AA), General Studies
Northgate Highschool
Wind River Systems January 2005 - Present
Lindquist LLP April 2004 - January 2005
Wind River March 2003 - April 2004
Wind River June 1996 - March 2003
Wind River June 1996 - March 2003
Skills
Sales Operations, Salesforce.com, Enterprise Software, Sales Process, Sales Enablement, Software Industry, Business Alliances, CRM, Cold Calling, Selling, Demand Generation, Account Management, Managed Services, Solution Selling, Cross-functional Team..., Management, Training
Education
Diablo Valley College 1992 — 1995
Associate of Arts (AA), General Studies
Northgate Highschool
Jacob Azar, CPA Jacob Azar, CPA's Lindquist LLP Experience December 2014 - Present
Job Director, NotForProfit Practice Services at Lindquist, LLP
Industry Accounting
Experience
Lindquist, LLP December 2014 - Present
College of the Desert September 2014 - Present
Grant Thornton LLP August 2012 - May 2013
Moss Adams LLP April 2005 - June 2012
Feeley & Driscoll, P.C. January 1995 - March 2005
Skills
US GAAP, Assurance, CPA, Internal Controls, Auditing, Accounting, Financial Reporting, Financial Accounting, Not for Profit, Single Audits A133, Higher Education, GAAP, Financial Statements, Financial Analysis, Internal Audit
Education
University of Rhode Island - College of Business Administration 1977 — 1981
Bachelor of Science (B.S.), Accounting
Lindquist, LLP December 2014 - Present
College of the Desert September 2014 - Present
Grant Thornton LLP August 2012 - May 2013
Moss Adams LLP April 2005 - June 2012
Feeley & Driscoll, P.C. January 1995 - March 2005
Skills
US GAAP, Assurance, CPA, Internal Controls, Auditing, Accounting, Financial Reporting, Financial Accounting, Not for Profit, Single Audits A133, Higher Education, GAAP, Financial Statements, Financial Analysis, Internal Audit
Education
University of Rhode Island - College of Business Administration 1977 — 1981
Bachelor of Science (B.S.), Accounting
Marcus Reese Marcus Reese's Lindquist LLP Experience June 2012 - October 2012
Job Payroll Auditor at Welfare & Pension Administration Services, Inc
Industry Accounting
Experience
Welfare Pension & Administration Services, Inc. March 2013 - Present
Lindquist LLP June 2012 - October 2012
Apex Facility Resources July 2011 - April 2012
BiNW October 2008 - June 2011
Southwestern Advantage May 2008 - July 2008
Embassy Suites July 2007 - May 2008
Weyerhaeuser 2005 - 2007
Skills
Customer Service, Microsoft Office, Logistics, Budgets, Furniture, Sales, Strategic Planning, Team Building, Microsoft Excel, Process Scheduler, Management, Project Planning, Customer Satisfaction, Space Planning, SketchUp, Customer Relations, AutoCAD, Excel, Budgeting, Problem Solving, Event Planning, Outlook, Word, Vendor Relations, Process Improvement, Administration, Procurement, Payroll, Travel Planning, External Audit, Monarch Pro, Payroll Analysis, Auditing, Certified Payroll, Financial Audits, Payroll Services, Quality Auditing, Leadership
Education
Arizona State University 2003 — 2008
Bachelor, Business and Italian
Federal Way High School
Welfare Pension & Administration Services, Inc. March 2013 - Present
Lindquist LLP June 2012 - October 2012
Apex Facility Resources July 2011 - April 2012
BiNW October 2008 - June 2011
Southwestern Advantage May 2008 - July 2008
Embassy Suites July 2007 - May 2008
Weyerhaeuser 2005 - 2007
Skills
Customer Service, Microsoft Office, Logistics, Budgets, Furniture, Sales, Strategic Planning, Team Building, Microsoft Excel, Process Scheduler, Management, Project Planning, Customer Satisfaction, Space Planning, SketchUp, Customer Relations, AutoCAD, Excel, Budgeting, Problem Solving, Event Planning, Outlook, Word, Vendor Relations, Process Improvement, Administration, Procurement, Payroll, Travel Planning, External Audit, Monarch Pro, Payroll Analysis, Auditing, Certified Payroll, Financial Audits, Payroll Services, Quality Auditing, Leadership
Education
Arizona State University 2003 — 2008
Bachelor, Business and Italian
Federal Way High School
Brahim Yousfi's Lindquist LLP Experience June 2014 - Present
Job Senior Compliance Auditor at Lindquist LLP
Industry Financial Services
Experience
Lindquist LLP June 2014 - Present
Lindquist LLP August 2012 - Present
CoverCake May 2012 - Present
Financial Engines August 2011 - April 2012
Platingroup March 2011 - March 2012
Smith Micro Software November 2010 - April 2011
Avot Media August 2007 - September 2008
De Anza College March 2007 - July 2008
Skills
Entrepreneurship, Leadership, Product Management, Business Strategy, SaaS, Start-ups, Outlook, Analysis, Microsoft Excel, Finance, Project Management, Pivot Tables, Microsoft Word, Marketing, Salesforce.com, PowerPoint, QuickBooks, Customer Service, Access, Analytics, Auditing, Atlassian JIRA, Excel, Word, QuarkXPress, Wikis, Survey Monkey, Mockups, Network Administration, Microsoft SQL Server, Marketing Communications, Customer Relations, Financial Advisory, Entrepreneurial Skills, Compliance, Payroll Analysis, ADP Payroll, ProSystem fx Tax, Turbo Tax, Invoice Processing, Data Analysis, Payroll, Training, Social Media, JavaScript, HTML Scripting
Education
University of California, Berkeley 2015 — 2016
Post-Baccalaureate Certificate, Information Systems and Management
San Jose State University 2008 — 2010
Bachelor of Science, Finance
De Anza College 2006 — 2008
Associate Degree, Business with Emphasis on Computer Information Systems
Lindquist LLP June 2014 - Present
Lindquist LLP August 2012 - Present
CoverCake May 2012 - Present
Financial Engines August 2011 - April 2012
Platingroup March 2011 - March 2012
Smith Micro Software November 2010 - April 2011
Avot Media August 2007 - September 2008
De Anza College March 2007 - July 2008
Skills
Entrepreneurship, Leadership, Product Management, Business Strategy, SaaS, Start-ups, Outlook, Analysis, Microsoft Excel, Finance, Project Management, Pivot Tables, Microsoft Word, Marketing, Salesforce.com, PowerPoint, QuickBooks, Customer Service, Access, Analytics, Auditing, Atlassian JIRA, Excel, Word, QuarkXPress, Wikis, Survey Monkey, Mockups, Network Administration, Microsoft SQL Server, Marketing Communications, Customer Relations, Financial Advisory, Entrepreneurial Skills, Compliance, Payroll Analysis, ADP Payroll, ProSystem fx Tax, Turbo Tax, Invoice Processing, Data Analysis, Payroll, Training, Social Media, JavaScript, HTML Scripting
Education
University of California, Berkeley 2015 — 2016
Post-Baccalaureate Certificate, Information Systems and Management
San Jose State University 2008 — 2010
Bachelor of Science, Finance
De Anza College 2006 — 2008
Associate Degree, Business with Emphasis on Computer Information Systems
David M. Palmeri MBA David M. Palmeri MBA's Lindquist LLP Experience December 2007 - May 2008
Job Business Analyst
Industry Defense & Space
Experience
Northrop Grumman Corporation March 2014 - Present
Northrop Grumman Corporation July 2011 - March 2014
U.S. Department of State November 2009 - July 2011
Lindquist LLP December 2007 - May 2008
FzioMed, Inc. 2003 - 2005
Skills
Management, DoD, Program Management, Microsoft Office, Project Management, Leadership, Process Improvement, Microsoft Excel, Integration, Strategic Planning, Statistical Data..., Regression, Parametric Estimation, Mathmatical Modeling, Ping Pong, Synthetic Organic...
Education
California State University-East Bay 2006 — 2008
Master of Business Administration (M.B.A.), Finance/Statistics
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor's Degree, Biochemistry, Biophysics and Molecular Biology
Northrop Grumman Corporation March 2014 - Present
Northrop Grumman Corporation July 2011 - March 2014
U.S. Department of State November 2009 - July 2011
Lindquist LLP December 2007 - May 2008
FzioMed, Inc. 2003 - 2005
Skills
Management, DoD, Program Management, Microsoft Office, Project Management, Leadership, Process Improvement, Microsoft Excel, Integration, Strategic Planning, Statistical Data..., Regression, Parametric Estimation, Mathmatical Modeling, Ping Pong, Synthetic Organic...
Education
California State University-East Bay 2006 — 2008
Master of Business Administration (M.B.A.), Finance/Statistics
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor's Degree, Biochemistry, Biophysics and Molecular Biology
Jana Grant Jana Grant's Lindquist LLP Experience May 2015 - September 2015
Job Payroll Compliance Auditor at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP May 2015 - September 2015
Tomatina 2012 - 2014
Total Sports 2005 - 2007
Skills
Phone Etiquette, Social Skills, Social Sciences, Organizational &..., Microsoft Office, Customer Service, Customer Satisfaction, Organizational..., Google Docs, Apple Software, Payroll, Hard Worker, Professional Phone..., Compliance Audit
Education
California State University-East Bay 2012 — 2015
Bachelor's Degree, Sociology, 3.5 or higher
Las Positas College 2008 — 2011
Associate's Degree, Social Sciences
Lindquist LLP May 2015 - September 2015
Tomatina 2012 - 2014
Total Sports 2005 - 2007
Skills
Phone Etiquette, Social Skills, Social Sciences, Organizational &..., Microsoft Office, Customer Service, Customer Satisfaction, Organizational..., Google Docs, Apple Software, Payroll, Hard Worker, Professional Phone..., Compliance Audit
Education
California State University-East Bay 2012 — 2015
Bachelor's Degree, Sociology, 3.5 or higher
Las Positas College 2008 — 2011
Associate's Degree, Social Sciences
Vicki Fleming Vicki Fleming's Lindquist LLP Experience October 2011 - March 2013
Job Assistant to the Middle School Head and Campaign Assistant
Industry Primary/Secondary Education
Experience
The Athenian School July 2015 - Present
The Athenian School November 2013 - Present
The Athenian School April 2013 - Present
Lindquist LLP October 2011 - March 2013
Lindamood-Bell Learning Processes February 2009 - October 2011
Lindamood-Bell Learning Processes July 2008 - February 2009
Lindamood-Bell Learning Processes June 2008 - August 2008
Lindamood-Bell Learning Processes June 2007 - August 2008
Antioch Unified School District November 2006 - May 2007
Venturi Staffing January 2007 - March 2007
Skills
Microsoft Office, Multi Tasking, Time Management, Scheduling, Heavy Calendaring, Organization &..., Accounts Receivable, Teaching, Accounts Payable, Data Entry, Customer Service, Raiser's Edge, Marketing, Mac, Close Attention to..., Writing, Event Planning, Hiring, Oral & Written..., Mentoring Of Staff, Video Conferencing, ADP Payroll, Customer Relations, Tutoring, ProSystem fx Tax, Editing, Proofreading, Problem Solving, High level of initiative
Education
California State University-East Bay 2014 — 2015
Certification, Non-Profit/Public/Organizational Management
University of California, Santa Cruz 2002 — 2006
BA, History/Education
The Athenian School July 2015 - Present
The Athenian School November 2013 - Present
The Athenian School April 2013 - Present
Lindquist LLP October 2011 - March 2013
Lindamood-Bell Learning Processes February 2009 - October 2011
Lindamood-Bell Learning Processes July 2008 - February 2009
Lindamood-Bell Learning Processes June 2008 - August 2008
Lindamood-Bell Learning Processes June 2007 - August 2008
Antioch Unified School District November 2006 - May 2007
Venturi Staffing January 2007 - March 2007
Skills
Microsoft Office, Multi Tasking, Time Management, Scheduling, Heavy Calendaring, Organization &..., Accounts Receivable, Teaching, Accounts Payable, Data Entry, Customer Service, Raiser's Edge, Marketing, Mac, Close Attention to..., Writing, Event Planning, Hiring, Oral & Written..., Mentoring Of Staff, Video Conferencing, ADP Payroll, Customer Relations, Tutoring, ProSystem fx Tax, Editing, Proofreading, Problem Solving, High level of initiative
Education
California State University-East Bay 2014 — 2015
Certification, Non-Profit/Public/Organizational Management
University of California, Santa Cruz 2002 — 2006
BA, History/Education
Dylan Ramseck Dylan Ramseck's Lindquist LLP Experience June 2011 - October 2011
Job San Jose State Graduate
Industry Management Consulting
Experience
Henkel Corporation June 2013 - August 2013
Henkel Corporation May 2012 - August 2012
Lindquist LLP June 2011 - October 2011
Skills
Management, Quality Assurance, Databases, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint, Training, Customer Service, Teamwork
Education
San Jose State University 2010 — 2014
Bachelor of Science (BS), Management
Henkel Corporation June 2013 - August 2013
Henkel Corporation May 2012 - August 2012
Lindquist LLP June 2011 - October 2011
Skills
Management, Quality Assurance, Databases, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint, Training, Customer Service, Teamwork
Education
San Jose State University 2010 — 2014
Bachelor of Science (BS), Management
Justin Cary's Lindquist LLP Experience December 2009 - November 2010
Job Chief Financial Officer at PraXsyn, Corporation
Industry Accounting
Experience
PraXsyn, Corporation April 2015 - Present
NOW CFO September 2013 - Present
Lender Processing Services, Inc. (LPS) March 2012 - September 2013
PwC November 2010 - March 2012
Lindquist LLP December 2009 - November 2010
McGladrey & Pullen July 2008 - December 2009
Jackson May 2007 - May 2008
United States Army Reserve February 2002 - May 2008
Skills
Internal Controls, Auditing, Internal Audit, CPA, Sarbanes-Oxley, Human Resources, Analysis, Assurance, Software Documentation, Big 4, Nonprofits, Sarbanes-Oxley Act, Project Planning, Financial Reporting, Accounting, Sales, GAAP, Financial Accounting, SEC filings, Financial Analysis
Education
Michigan State University - The Eli Broad College of Business 2007 — 2008
Masters, Accounting
Michigan State University 2002 — 2006
Bachelors, Accounting
PraXsyn, Corporation April 2015 - Present
NOW CFO September 2013 - Present
Lender Processing Services, Inc. (LPS) March 2012 - September 2013
PwC November 2010 - March 2012
Lindquist LLP December 2009 - November 2010
McGladrey & Pullen July 2008 - December 2009
Jackson May 2007 - May 2008
United States Army Reserve February 2002 - May 2008
Skills
Internal Controls, Auditing, Internal Audit, CPA, Sarbanes-Oxley, Human Resources, Analysis, Assurance, Software Documentation, Big 4, Nonprofits, Sarbanes-Oxley Act, Project Planning, Financial Reporting, Accounting, Sales, GAAP, Financial Accounting, SEC filings, Financial Analysis
Education
Michigan State University - The Eli Broad College of Business 2007 — 2008
Masters, Accounting
Michigan State University 2002 — 2006
Bachelors, Accounting
Matthew O'Rell Matthew O'Rell's Lindquist LLP Experience January 1995 - October 2001
Job Vice President Marketing Finance
Industry Retail
Experience
Albertsons Companies March 2014 - Present
Safeway March 2007 - March 2014
Safeway April 2005 - March 2007
Coca-Cola Enterprises April 2004 - March 2005
Nextel 2001 - 2004
Lindquist LLP January 1995 - October 2001
Skills
Essbase, SOX, Financial Analysis, Financial Reporting, Internal Controls, Teradata, SQL Server, CPG Industry, Financial Modeling, Statistical Modeling, New Business Development, Financial Accounting, Retail Marketing, Retail Sales, Leadership, Leadership Development, Pharmacy, Dairy Products, Beverage Industry, Frozen Food, Wine & Spirits Industry, Cellular Communications, Sales Commissions, P&L Financial Management, Variance Analysis, Forecasting, P&L Management, Financial Forecasting, Corporate Finance, Pricing, Budgets, Analysis, Accounting, Management, Hyperion Enterprise, Strategic Financial..., Managerial Finance, Strategic Planning, P&L, Finance, Retail, Inventory Management, Competitive Analysis, Process Improvement, Merchandising, Strategy, Microsoft Excel, Budgeting, Executive Management, Business Planning
Education
California State University-Sacramento 1992 — 1995
BS, Accounting
Albertsons Companies March 2014 - Present
Safeway March 2007 - March 2014
Safeway April 2005 - March 2007
Coca-Cola Enterprises April 2004 - March 2005
Nextel 2001 - 2004
Lindquist LLP January 1995 - October 2001
Skills
Essbase, SOX, Financial Analysis, Financial Reporting, Internal Controls, Teradata, SQL Server, CPG Industry, Financial Modeling, Statistical Modeling, New Business Development, Financial Accounting, Retail Marketing, Retail Sales, Leadership, Leadership Development, Pharmacy, Dairy Products, Beverage Industry, Frozen Food, Wine & Spirits Industry, Cellular Communications, Sales Commissions, P&L Financial Management, Variance Analysis, Forecasting, P&L Management, Financial Forecasting, Corporate Finance, Pricing, Budgets, Analysis, Accounting, Management, Hyperion Enterprise, Strategic Financial..., Managerial Finance, Strategic Planning, P&L, Finance, Retail, Inventory Management, Competitive Analysis, Process Improvement, Merchandising, Strategy, Microsoft Excel, Budgeting, Executive Management, Business Planning
Education
California State University-Sacramento 1992 — 1995
BS, Accounting
Baehan Babakan Baehan Babakan's Lindquist LLP Experience July 2007 - March 2009
Job Sr Financial Analyst at Glu
Industry Accounting
Experience
Glu Mobile September 2014 - Present
Electronic Arts October 2012 - September 2014
SVB Financial Group July 2009 - October 2012
Lindquist LLP July 2007 - March 2009
McGowin CPA January 2006 - May 2006
Skills
Capital Markets, Financial Analysis, Auditing, Accounting, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Accounting, Corporate Finance, Account Reconciliation, Due Diligence, Finance, Analysis, Internal Audit, Financial Statements
Education
Sonoma State University 2004 — 2007
BS, Accounting
Sonoma State University
Bachelors of Science, Business Administration; Accounting
Homestead High School
Glu Mobile September 2014 - Present
Electronic Arts October 2012 - September 2014
SVB Financial Group July 2009 - October 2012
Lindquist LLP July 2007 - March 2009
McGowin CPA January 2006 - May 2006
Skills
Capital Markets, Financial Analysis, Auditing, Accounting, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Accounting, Corporate Finance, Account Reconciliation, Due Diligence, Finance, Analysis, Internal Audit, Financial Statements
Education
Sonoma State University 2004 — 2007
BS, Accounting
Sonoma State University
Bachelors of Science, Business Administration; Accounting
Homestead High School
Barry Omahen's Lindquist LLP Experience January 1987 - Present
Job Partner at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP January 1987 - Present
Skills
Audits of Employee..., US GAAP, GAAP, CPA, SEC filings, Auditing, Revenue Recognition, Internal Controls, Financial Statements, Tax, QuickBooks, Accounting, Financial Reporting, Financial Accounting, ERISA, Not for Profit, Financial Analysis
Education
St. Joseph's College (IN) 1973 — 1976
BS, Accounting
Lindquist LLP January 1987 - Present
Skills
Audits of Employee..., US GAAP, GAAP, CPA, SEC filings, Auditing, Revenue Recognition, Internal Controls, Financial Statements, Tax, QuickBooks, Accounting, Financial Reporting, Financial Accounting, ERISA, Not for Profit, Financial Analysis
Education
St. Joseph's College (IN) 1973 — 1976
BS, Accounting
Ann Bartz's Lindquist LLP Experience February 2014 - August 2014
Job Smart digital and print marketer and content strategist with 15+ years' experience getting the message across
Industry Writing and Editing
Experience
Writing Solved 2013 - Present
Lindquist LLP February 2014 - August 2014
Cradle to Cradle Products Innovation Institute 2012 - 2013
East Bay Community Localization Fund 2010 - 2012
Sustainable Business Alliance 2010 - 2010
Bay Area Green Tours 2010 - 2010
One LA - IAF 2009 - 2010
Business Alliance for Local Living Economies 2006 - 2010
Economic Development 2003 - 2006
Johnson & Johnson 1998 - 2002
Skills
Program Management, Economic Development, Organizational..., Small Business, Project Coordination, Vendor Management, Community Outreach, Marketing Communications, Writing, Editing, Public Speaking, Spanish, Business Development, Community Organizing, Non-profits, Economics, Nonprofits, Sustainability, Strategic Planning, Leadership, Program Development, Start-ups, Media Relations, Sustainable Business, Fundraising
Education
University of California, Berkeley
BA, English
Writing Solved 2013 - Present
Lindquist LLP February 2014 - August 2014
Cradle to Cradle Products Innovation Institute 2012 - 2013
East Bay Community Localization Fund 2010 - 2012
Sustainable Business Alliance 2010 - 2010
Bay Area Green Tours 2010 - 2010
One LA - IAF 2009 - 2010
Business Alliance for Local Living Economies 2006 - 2010
Economic Development 2003 - 2006
Johnson & Johnson 1998 - 2002
Skills
Program Management, Economic Development, Organizational..., Small Business, Project Coordination, Vendor Management, Community Outreach, Marketing Communications, Writing, Editing, Public Speaking, Spanish, Business Development, Community Organizing, Non-profits, Economics, Nonprofits, Sustainability, Strategic Planning, Leadership, Program Development, Start-ups, Media Relations, Sustainable Business, Fundraising
Education
University of California, Berkeley
BA, English
Pamela Lorenz's Lindquist LLP Experience March 1997 - March 2007
Job
Industry Computer Software
Experience
Tiburon, Inc. July 2007 - February 2015
Lindquist LLP March 1997 - March 2007
Skills
Microsoft SQL Server, SSRS, Windows Server, Integration, SSIS, Agile Methodologies, Windows 7, Database Design, Crystal Reports, Enterprise Software, Process Improvement
Education
University of California, Berkeley, Haas School of Business 1979 — 1982
MBA, Finance
University of California, Davis 1969 — 1971
BS, Biochemistry
Tiburon, Inc. July 2007 - February 2015
Lindquist LLP March 1997 - March 2007
Skills
Microsoft SQL Server, SSRS, Windows Server, Integration, SSIS, Agile Methodologies, Windows 7, Database Design, Crystal Reports, Enterprise Software, Process Improvement
Education
University of California, Berkeley, Haas School of Business 1979 — 1982
MBA, Finance
University of California, Davis 1969 — 1971
BS, Biochemistry
Michael Inouye's Lindquist LLP Experience July 1995 - September 1997
Job Manager at The Permanente Medical Group, Inc.
Industry Hospital & Health Care
Experience
The Permanente Medical Group September 1997 - Present
Lindquist LLP July 1995 - September 1997
Skills
Healthcare Management, Healthcare, Visio, Healthcare Information..., Hospitals, Analysis, Data Analysis
Education
University of California, Davis 1984 — 1989
BS, Physiology
The Permanente Medical Group September 1997 - Present
Lindquist LLP July 1995 - September 1997
Skills
Healthcare Management, Healthcare, Visio, Healthcare Information..., Hospitals, Analysis, Data Analysis
Education
University of California, Davis 1984 — 1989
BS, Physiology
Melissa Farley's Lindquist LLP Experience July 1997 - Present
Job Compliance Manager at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP July 1997 - Present
Education
California State University-Chico 1984 — 1988
Lindquist LLP July 1997 - Present
Education
California State University-Chico 1984 — 1988
Louise Fiona Cochrane's Lindquist LLP Experience January 2005 - August 2006
Job Principal at L.F. Cochrane & Associates
Industry Accounting
Experience
L.F. Cochrane & Associates January 2012 - Present
Deloitte Tax LLP August 2008 - December 2011
Moody's KMV August 2007 - August 2008
Shaw and Shaw LLP January 2007 - October 2007
Maureen Simon Consulting September 2006 - February 2007
Lindquist LLP January 2005 - August 2006
AIG Europe- Internal Audit Department June 2004 - September 2004
AIG Europe- Internal Audit Department June 2003 - August 2003
Skills
Accounting, Tax, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Income Tax, GAAP, Tax Accounting, Auditing, Partnership Taxation, Revenue Recognition, Tax Research, US GAAP, Sarbanes-Oxley, Corporate Tax, QuickBooks, General Ledger
Education
University of California, Santa Cruz 2001 — 2004
BS, Economics- Business Management with an emphasis in accounting
L.F. Cochrane & Associates January 2012 - Present
Deloitte Tax LLP August 2008 - December 2011
Moody's KMV August 2007 - August 2008
Shaw and Shaw LLP January 2007 - October 2007
Maureen Simon Consulting September 2006 - February 2007
Lindquist LLP January 2005 - August 2006
AIG Europe- Internal Audit Department June 2004 - September 2004
AIG Europe- Internal Audit Department June 2003 - August 2003
Skills
Accounting, Tax, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Income Tax, GAAP, Tax Accounting, Auditing, Partnership Taxation, Revenue Recognition, Tax Research, US GAAP, Sarbanes-Oxley, Corporate Tax, QuickBooks, General Ledger
Education
University of California, Santa Cruz 2001 — 2004
BS, Economics- Business Management with an emphasis in accounting
Shawn Mulqueeney's Lindquist LLP Experience 1993 - 1995
Job VP, IT Business Solutions at BECU
Industry Banking
Experience
BECU 2015 - Present
BECU December 2008 - May 2015
Boeing Employees Credit Union 1999 - December 2008
Lindquist LLP 1993 - 1995
Education
California State University-Chico 1988 — 1992
BECU 2015 - Present
BECU December 2008 - May 2015
Boeing Employees Credit Union 1999 - December 2008
Lindquist LLP 1993 - 1995
Education
California State University-Chico 1988 — 1992
Bob Dodgion's Lindquist LLP Experience January 1992 - March 2004
Job Managing Director, Business Unit Controller at MUFG Union Bank
Industry Accounting
Experience
MUFG Americas March 2004 - Present
Lindquist LLP January 1992 - March 2004
Skills
Deferred Compensation, Employee Benefits, Bonus, Budget Process, Budget Forecasts, Month End Close, Defined Benefit, Pensions, FAS 123R, Health Plans, Compensation, Benefits, Incentive Programs, Executive Compensation, 401k, Profit Sharing, Salary, 10Q, Pension Administration, Incentives, 10K, Financial Reporting, Executive Pay, SEC filings, Accounting, Auditing, Financial Analysis, Human Resources, Internal Controls, Sarbanes-Oxley Act
Education
California State University-East Bay 1987 — 1992
BS, Accounting
MUFG Americas March 2004 - Present
Lindquist LLP January 1992 - March 2004
Skills
Deferred Compensation, Employee Benefits, Bonus, Budget Process, Budget Forecasts, Month End Close, Defined Benefit, Pensions, FAS 123R, Health Plans, Compensation, Benefits, Incentive Programs, Executive Compensation, 401k, Profit Sharing, Salary, 10Q, Pension Administration, Incentives, 10K, Financial Reporting, Executive Pay, SEC filings, Accounting, Auditing, Financial Analysis, Human Resources, Internal Controls, Sarbanes-Oxley Act
Education
California State University-East Bay 1987 — 1992
BS, Accounting
Robert Bellerose's Lindquist LLP Experience February 2007 - Present
Job Firm Administrator at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP February 2007 - Present
Education
Saint Mary's College of California 1982 — 1991
Lindquist LLP February 2007 - Present
Education
Saint Mary's College of California 1982 — 1991
Mark Flanagan's Lindquist LLP Experience January 1991 - May 2005
Job EVP, Chief Financial Officer at Institutional Capital LLC
Industry Financial Services
Experience
Institutional Capital LLC October 2010 - Present
McMorgan & Company LLC June 2005 - October 2010
Lindquist LLP January 1991 - May 2005
Skills
Forecasting, Project Planning, Financial Analysis, Internal Controls, Financial Accounting, Finance, Budgets, Risk Management, Management, Mergers & Acquisitions, Corporate Finance, Auditing, Business Strategy, Investments, Financial Modeling, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Masters of Business Administration, Strategic Management Concentration
University of California, Davis 1985 — 1989
BA, Economics
Institutional Capital LLC October 2010 - Present
McMorgan & Company LLC June 2005 - October 2010
Lindquist LLP January 1991 - May 2005
Skills
Forecasting, Project Planning, Financial Analysis, Internal Controls, Financial Accounting, Finance, Budgets, Risk Management, Management, Mergers & Acquisitions, Corporate Finance, Auditing, Business Strategy, Investments, Financial Modeling, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Masters of Business Administration, Strategic Management Concentration
University of California, Davis 1985 — 1989
BA, Economics
Steve Grannis's Lindquist LLP Experience 1990 - 1998
Job CFO at Several
Industry Accounting
Experience
NCCRC and several other labor/management orgs September 1998 - Present
Lindquist LLP 1990 - 1998
Education
California State University-East Bay
Accounting
Shawnee High School
University of New Orleans
Psychology
NCCRC and several other labor/management orgs September 1998 - Present
Lindquist LLP 1990 - 1998
Education
California State University-East Bay
Accounting
Shawnee High School
University of New Orleans
Psychology
Jasmine Baker's Lindquist LLP Experience January 2003 - Present
Job Senior Manager at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP January 2003 - Present
Skills
Accounting, GAAP, Auditing, Microsoft Word, Microsoft Excel
Education
St. Mary's College of California
Bachelor of Science, Accounting
Universidad de Salamanca
Study Abroad, Spain
Lindquist LLP January 2003 - Present
Skills
Accounting, GAAP, Auditing, Microsoft Word, Microsoft Excel
Education
St. Mary's College of California
Bachelor of Science, Accounting
Universidad de Salamanca
Study Abroad, Spain
Joseph Hoang's Lindquist LLP Experience 2003 - 2004
Job Assistant Staff Judge Advocate at United States Air Force
Industry Legal Services
Experience
United States Air Force January 2014 - Present
xAd, Inc August 2013 - January 2014
Howard University School of Law Criminal Justice Clinic August 2012 - May 2013
Chambers of the Honorable Heidi Pasichow May 2012 - July 2012
General Counsel D.C. Metropolitan Police January 2012 - April 2012
United States Attorney's Office June 2011 - August 2011
Sun Microsystems March 2008 - April 2010
The Siegfried Group May 2007 - March 2008
Ernst & Young LLP 2004 - 2007
Lindquist LLP 2003 - 2004
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, GAAP, Financial Reporting, Financial Analysis, Financial Accounting, Accounting, US GAAP, SEC filings, Financial Modeling, General Ledger, Legal Research
Education
Howard University School of Law 2010 — 2013
Doctor of Law (J.D.), cum laude
Santa Clara University 1999 — 2003
Bachelor of Science (BS), Accounting
United States Air Force January 2014 - Present
xAd, Inc August 2013 - January 2014
Howard University School of Law Criminal Justice Clinic August 2012 - May 2013
Chambers of the Honorable Heidi Pasichow May 2012 - July 2012
General Counsel D.C. Metropolitan Police January 2012 - April 2012
United States Attorney's Office June 2011 - August 2011
Sun Microsystems March 2008 - April 2010
The Siegfried Group May 2007 - March 2008
Ernst & Young LLP 2004 - 2007
Lindquist LLP 2003 - 2004
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, GAAP, Financial Reporting, Financial Analysis, Financial Accounting, Accounting, US GAAP, SEC filings, Financial Modeling, General Ledger, Legal Research
Education
Howard University School of Law 2010 — 2013
Doctor of Law (J.D.), cum laude
Santa Clara University 1999 — 2003
Bachelor of Science (BS), Accounting
Alexandra Fuentes, CPA's Lindquist LLP Experience June 2010 - January 2012
Job Audit Supervisor at Seiler LLP
Industry Accounting
Experience
Seiler LLP January 2015 - Present
Seiler LLP January 2014 - December 2014
REDW, LLC June 2013 - November 2013
Tompkins & Peters CPAs, P.C. January 2012 - March 2012
Lindquist LLP June 2010 - January 2012
Synergy Captive Strategies January 2010 - April 2010
Berry Appleman & Leiden LLP May 2008 - October 2009
KPMG January 2008 - March 2008
Skills
GAAP, Financial Reporting, GAAS, Accounting, Auditing, Financial Statements, Tax Accounting, Microsoft Office, CCH ProSystem fx, ProSystem fx Tax, Checkpoint, Journal Entries, CPA, Bank Reconciliation, Financial Accounting, US GAAP, Internal Controls, Account Reconciliation
Education
University of California, Santa Cruz
Bachelor of Arts, Business Management Economics
Diablo Valley College
Certificate of Achievement, Accounting
Seiler LLP January 2015 - Present
Seiler LLP January 2014 - December 2014
REDW, LLC June 2013 - November 2013
Tompkins & Peters CPAs, P.C. January 2012 - March 2012
Lindquist LLP June 2010 - January 2012
Synergy Captive Strategies January 2010 - April 2010
Berry Appleman & Leiden LLP May 2008 - October 2009
KPMG January 2008 - March 2008
Skills
GAAP, Financial Reporting, GAAS, Accounting, Auditing, Financial Statements, Tax Accounting, Microsoft Office, CCH ProSystem fx, ProSystem fx Tax, Checkpoint, Journal Entries, CPA, Bank Reconciliation, Financial Accounting, US GAAP, Internal Controls, Account Reconciliation
Education
University of California, Santa Cruz
Bachelor of Arts, Business Management Economics
Diablo Valley College
Certificate of Achievement, Accounting
Bonnie Vetterli's Lindquist LLP Experience July 2008 - September 2009
Job Sr. Business Performance Analyst at Pacific Gas & Electric
Industry Financial Services
Experience
Pacific Gas and Electric Company June 2013 - Present
Williams-Sonoma, Inc. March 2011 - June 2013
Tesseban Petcharawit, Thailand September 2009 - March 2010
Lindquist LLP July 2008 - September 2009
BenefitStreet July 2007 - July 2008
Skills
Management, Microsoft Excel, ADP Payroll, Customer Service, Retail, Account Reconciliation, Auditing, Analysis, QuickBooks, Employee Benefits, Sales, Microsoft Office, Leadership, Marketing, Financial Analysis, Strategy, Forecasting, Program Management
Education
San Jose State University
BS, Health Science
Pacific Gas and Electric Company June 2013 - Present
Williams-Sonoma, Inc. March 2011 - June 2013
Tesseban Petcharawit, Thailand September 2009 - March 2010
Lindquist LLP July 2008 - September 2009
BenefitStreet July 2007 - July 2008
Skills
Management, Microsoft Excel, ADP Payroll, Customer Service, Retail, Account Reconciliation, Auditing, Analysis, QuickBooks, Employee Benefits, Sales, Microsoft Office, Leadership, Marketing, Financial Analysis, Strategy, Forecasting, Program Management
Education
San Jose State University
BS, Health Science
Jessica Roster's Lindquist LLP Experience January 2000 - Present
Job Partner at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP January 2000 - Present
Skills
GAAP, US GAAP, Audits of Employee..., Auditing, Financial Statements, Financial Accounting, Internal Controls, CPA
Education
University of California, Santa Cruz 1994 — 1998
Lindquist LLP January 2000 - Present
Skills
GAAP, US GAAP, Audits of Employee..., Auditing, Financial Statements, Financial Accounting, Internal Controls, CPA
Education
University of California, Santa Cruz 1994 — 1998
Carol Keane's Lindquist LLP Experience 1990 - 2000
Job Owner, Carol Keane & Associates, CPAs
Industry Accounting
Experience
Carol Keane & Associates, CPAs January 2001 - Present
Lindquist LLP 1990 - 2000
Odenberg, Ullakko, Muranishi & Company January 1986 - September 1990
Skills
Accounting, Tax, Account Reconciliation, Auditing, Strategic Financial..., Bookkeeping, Start-ups, Real Estate, Financial Reporting, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Small Business, QuickBooks, Payroll, Financial Accounting, Tax Preparation, Business Planning, Finance, General Ledger, Accounts Payable, Budgets, Income Tax, Management Consulting, Customer Service, Investments, Cash Flow
Education
University of California, San Diego 1981 — 1985
Bachelor of Arts (B.A.), Economics
Star of the Sea 1977 — 1981
Carol Keane & Associates, CPAs January 2001 - Present
Lindquist LLP 1990 - 2000
Odenberg, Ullakko, Muranishi & Company January 1986 - September 1990
Skills
Accounting, Tax, Account Reconciliation, Auditing, Strategic Financial..., Bookkeeping, Start-ups, Real Estate, Financial Reporting, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Small Business, QuickBooks, Payroll, Financial Accounting, Tax Preparation, Business Planning, Finance, General Ledger, Accounts Payable, Budgets, Income Tax, Management Consulting, Customer Service, Investments, Cash Flow
Education
University of California, San Diego 1981 — 1985
Bachelor of Arts (B.A.), Economics
Star of the Sea 1977 — 1981
Anterpreet Kaur's Lindquist LLP Experience March 2009 - Present
Job
Industry Accounting
Experience
Lindquist LLP March 2009 - Present
Allstate Insurance February 2008 - March 2009
Education
California State University-East Bay 2004 — 2008
Bachelors of Science, Finance, Human Resource Management
Lindquist LLP March 2009 - Present
Allstate Insurance February 2008 - March 2009
Education
California State University-East Bay 2004 — 2008
Bachelors of Science, Finance, Human Resource Management
Kiren Sangha's Lindquist LLP Experience September 2014 - Present
Job Accounting Professional
Industry Accounting
Experience
Lindquist LLP September 2014 - Present
Renewal by Andersen April 2014 - September 2014
Ironies Oly July 2012 - April 2014
Contra Costa Association of Realtors 2011 - July 2012
Contra Costa Association of REALTORS August 2009 - March 2011
Millennium MetalCraft September 2007 - September 2009
Skills
Accounting, Microsoft Excel, Account Reconciliation, QuickBooks, Microsoft Office, Fixed Assets, Accruals, Journal Entries, General Ledger, Bank Reconciliation, Revenue Recognition, Year-end Close, Peachtree, Budgets, Financial Statements, Financial Accounting, Financial Reporting, Depreciation, Monthly Close, Sales Tax, Year End Accounts, Payroll Taxes, Balance, Accountants, Fixed Asset Management, Monthly Closing, Accounts Payable, Accounts Receivable, Sales, Balance Sheet, Bookkeeping, Cash Receipts, Ledger, Expenses, Job Costing, Cash Flow, Cash Flow Forecasting
Education
California State University-East Bay 2004 — 2008
Bachelor of Science (B.S.), Accounting
Lindquist LLP September 2014 - Present
Renewal by Andersen April 2014 - September 2014
Ironies Oly July 2012 - April 2014
Contra Costa Association of Realtors 2011 - July 2012
Contra Costa Association of REALTORS August 2009 - March 2011
Millennium MetalCraft September 2007 - September 2009
Skills
Accounting, Microsoft Excel, Account Reconciliation, QuickBooks, Microsoft Office, Fixed Assets, Accruals, Journal Entries, General Ledger, Bank Reconciliation, Revenue Recognition, Year-end Close, Peachtree, Budgets, Financial Statements, Financial Accounting, Financial Reporting, Depreciation, Monthly Close, Sales Tax, Year End Accounts, Payroll Taxes, Balance, Accountants, Fixed Asset Management, Monthly Closing, Accounts Payable, Accounts Receivable, Sales, Balance Sheet, Bookkeeping, Cash Receipts, Ledger, Expenses, Job Costing, Cash Flow, Cash Flow Forecasting
Education
California State University-East Bay 2004 — 2008
Bachelor of Science (B.S.), Accounting
Aaron Baskin's Lindquist LLP Experience July 2008 - October 2010
Job Accountant at Sterck Kulik O'Neill accounting group, inc
Industry Accounting
Experience
Sterck Kulik O'Neill accounting group, inc January 2011 - Present
Lindquist LLP July 2008 - October 2010
SVYAD 2008 - 2009
Johanson & Yau 2008 - 2008
Yavneh Day School 2004 - 2005
Hillel of Silicon Valley - Jewish Student Union January 2002 - December 2002
Skills
Quickbooks, Financial Reporting, Auditing, Accounting, Excel, Word, Audit, Tax, Payroll, Microsoft Excel, Audits of Employee..., Corporate Tax, Tax Advisory, Internal Controls, QuickBooks, Tax Preparation, GAAP, Income Tax, US GAAP, Financial Accounting, SEC filings, Tax Returns, General Ledger, Due Diligence, Financial Statements, Microsoft Word, Fixed Assets, Tax Accounting
Education
Santa Clara University 2007 — 2007
Certificate of Advanced Accounting Proficiency, Accounting
San Jose State University 2000 — 2005
BA, Economics
Sterck Kulik O'Neill accounting group, inc January 2011 - Present
Lindquist LLP July 2008 - October 2010
SVYAD 2008 - 2009
Johanson & Yau 2008 - 2008
Yavneh Day School 2004 - 2005
Hillel of Silicon Valley - Jewish Student Union January 2002 - December 2002
Skills
Quickbooks, Financial Reporting, Auditing, Accounting, Excel, Word, Audit, Tax, Payroll, Microsoft Excel, Audits of Employee..., Corporate Tax, Tax Advisory, Internal Controls, QuickBooks, Tax Preparation, GAAP, Income Tax, US GAAP, Financial Accounting, SEC filings, Tax Returns, General Ledger, Due Diligence, Financial Statements, Microsoft Word, Fixed Assets, Tax Accounting
Education
Santa Clara University 2007 — 2007
Certificate of Advanced Accounting Proficiency, Accounting
San Jose State University 2000 — 2005
BA, Economics
Corey Leong's Lindquist LLP Experience March 2009 - Present
Job IT Support at Lindquist LLP
Industry Information Technology and Services
Experience
Lindquist LLP March 2009 - Present
Acendon February 2008 - September 2008
Microgear, Inc. 2006 - 2008
HPM Networks 2005 - 2006
Startek Computers, Inc 2003 - 2005
R-Computer 2002 - 2003
Infogate Corporation 2000 - 2002
ComputersAmerica 1997 - 2000
Skills
Dell Computers, Enterprise Software, HP, HP Proliant, Juniper, Microsoft Certified..., Networking, Servers, Technical Support, Windows, Windows 2000, Windows Server
Education
University of California, Berkeley 1975 — 1979
B.S., Zoology
Lindquist LLP March 2009 - Present
Acendon February 2008 - September 2008
Microgear, Inc. 2006 - 2008
HPM Networks 2005 - 2006
Startek Computers, Inc 2003 - 2005
R-Computer 2002 - 2003
Infogate Corporation 2000 - 2002
ComputersAmerica 1997 - 2000
Skills
Dell Computers, Enterprise Software, HP, HP Proliant, Juniper, Microsoft Certified..., Networking, Servers, Technical Support, Windows, Windows 2000, Windows Server
Education
University of California, Berkeley 1975 — 1979
B.S., Zoology
Shellie Keaveney's Lindquist LLP Experience January 2009 - February 2010
Job Senior Manager Internal Audit at Workday
Industry Computer Software
Experience
Workday April 2015 - Present
Workday November 2013 - April 2015
First Republic Bank July 2013 - October 2013
First Republic Bank January 2011 - June 2013
First Republic Bank March 2010 - December 2010
Lindquist LLP January 2009 - February 2010
U.S. Bank (formerly California Bancshares, Inc.) January 1987 - October 1998
Skills
Financial Analysis, Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Banking, Financial Accounting, Due Diligence, Operational Risk, Accounting, Business Process, Financial Risk, Enterprise Risk..., Governance, Sarbanes-Oxley, Retail Banking, IT Audit, Financial Services, Management, Risk Assessment
Education
Santa Clara University
Bachelor of Science (BS), Finance
Santa Clara University
Certificate of Advanced Accounting Proficiency (CAAP) Program, Accounting
Workday April 2015 - Present
Workday November 2013 - April 2015
First Republic Bank July 2013 - October 2013
First Republic Bank January 2011 - June 2013
First Republic Bank March 2010 - December 2010
Lindquist LLP January 2009 - February 2010
U.S. Bank (formerly California Bancshares, Inc.) January 1987 - October 1998
Skills
Financial Analysis, Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Banking, Financial Accounting, Due Diligence, Operational Risk, Accounting, Business Process, Financial Risk, Enterprise Risk..., Governance, Sarbanes-Oxley, Retail Banking, IT Audit, Financial Services, Management, Risk Assessment
Education
Santa Clara University
Bachelor of Science (BS), Finance
Santa Clara University
Certificate of Advanced Accounting Proficiency (CAAP) Program, Accounting
Danny Thach's Lindquist LLP Experience January 2009 - November 2010
Job Employer Accounting at ATPA
Industry Accounting
Experience
ATPA November 2010 - Present
Lindquist LLP January 2009 - November 2010
Placement Pros October 2004 - January 2009
Skills
Auditing, Accounting, QuickBooks, General Ledger, Revenue Recognition, Accounts Receivable, Invoicing, Payroll, Account Reconciliation, Microsoft Excel, Accounts Payable, Financial Reporting, Financial Accounting, GAAP
Education
California State University-East Bay 2001 — 2003
Business Adminstration, Finance
ATPA November 2010 - Present
Lindquist LLP January 2009 - November 2010
Placement Pros October 2004 - January 2009
Skills
Auditing, Accounting, QuickBooks, General Ledger, Revenue Recognition, Accounts Receivable, Invoicing, Payroll, Account Reconciliation, Microsoft Excel, Accounts Payable, Financial Reporting, Financial Accounting, GAAP
Education
California State University-East Bay 2001 — 2003
Business Adminstration, Finance
Brooks Zimmer's Lindquist LLP Experience July 2013 - November 2013
Job Certified Fraud Examiner
Industry Financial Services
Experience
National Futures Association June 2014 - Present
Lindquist LLP July 2013 - November 2013
FXCM September 2011 - February 2012
Forex Capital Markets July 2010 - September 2011
FXCM July 2010 - September 2011
CSULB Student Managed Investment Fund September 2008 - June 2009
Target May 2008 - August 2008
Skills
Portfolio Management, Investments, Financial Modeling, Bloomberg, Financial Analysis, Financial Services, Fixed Income, Microsoft Excel, Superior Client Service, Regulatory Compliance, series 3, series 34, Finance, Financial Markets
Education
California State University-Long Beach 2006 — 2009
BS, Finance Investments
California State University-Long Beach - College of Business Administration 2006 — 2009
BS, Finance Investments
National Futures Association June 2014 - Present
Lindquist LLP July 2013 - November 2013
FXCM September 2011 - February 2012
Forex Capital Markets July 2010 - September 2011
FXCM July 2010 - September 2011
CSULB Student Managed Investment Fund September 2008 - June 2009
Target May 2008 - August 2008
Skills
Portfolio Management, Investments, Financial Modeling, Bloomberg, Financial Analysis, Financial Services, Fixed Income, Microsoft Excel, Superior Client Service, Regulatory Compliance, series 3, series 34, Finance, Financial Markets
Education
California State University-Long Beach 2006 — 2009
BS, Finance Investments
California State University-Long Beach - College of Business Administration 2006 — 2009
BS, Finance Investments
Doris Mah's Lindquist LLP Experience 1997 - 1998
Job
Industry Accounting
Experience
LeapFrog 2013 - Present
CSE Insurance Group 2012 - 2013
Nestlé USA / Dreyer's Ice Cream 2003 - 2012
USI Insurance Services 1998 - 2003
Lindquist LLP 1997 - 1998
Bradley Rudnick & Associates, CPA's 1989 - 1996
Skills
Financial Analysis, Forecasting, Accounting, General Ledger, Account Reconciliation, Accounts Payable, Budgets, Process Improvement, Cash Management, Variance Analysis, Sarbanes-Oxley Act, Payroll, Investments, Tax Preparation, Oracle Applications, Microsoft Office, Lacerte tax software
Education
University of California, Berkeley
BA, Statistics, Concentrations: Accounting & Economics
LeapFrog 2013 - Present
CSE Insurance Group 2012 - 2013
Nestlé USA / Dreyer's Ice Cream 2003 - 2012
USI Insurance Services 1998 - 2003
Lindquist LLP 1997 - 1998
Bradley Rudnick & Associates, CPA's 1989 - 1996
Skills
Financial Analysis, Forecasting, Accounting, General Ledger, Account Reconciliation, Accounts Payable, Budgets, Process Improvement, Cash Management, Variance Analysis, Sarbanes-Oxley Act, Payroll, Investments, Tax Preparation, Oracle Applications, Microsoft Office, Lacerte tax software
Education
University of California, Berkeley
BA, Statistics, Concentrations: Accounting & Economics
Deanna Rothschild's Lindquist LLP Experience July 2012 - Present
Job Supervising Senior Auditor at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP July 2012 - Present
Lindquist LLP July 2007 - June 2012
Mervyns Corporate HQ July 2005 - July 2007
Skills
Accounts Payable, Accounts Receivable, US GAAP, Account Reconciliation, Process Improvement, GAAP, Financial Statements, Corporate Tax
Education
California State University-Chico 2000 — 2005
BS, Accounting and Finance
Lindquist LLP July 2012 - Present
Lindquist LLP July 2007 - June 2012
Mervyns Corporate HQ July 2005 - July 2007
Skills
Accounts Payable, Accounts Receivable, US GAAP, Account Reconciliation, Process Improvement, GAAP, Financial Statements, Corporate Tax
Education
California State University-Chico 2000 — 2005
BS, Accounting and Finance
Elisabeth Chizmar's Lindquist LLP Experience June 2009 - March 2014
Job Administrative Assistant
Industry Financial Services
Experience
Lindquist LLP June 2009 - March 2014
Macy's West May 2008 - June 2009
Macy's West October 2004 - May 2008
Skills
Management, Access, Finance, Auditing, Account Reconciliation, Financial Statements, Human Resources, Accounts Payable, Sales, Outlook
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
BA, Physics
Las Positas College 2006 — 2008
Certificate, Accounting Technician
Lindquist LLP June 2009 - March 2014
Macy's West May 2008 - June 2009
Macy's West October 2004 - May 2008
Skills
Management, Access, Finance, Auditing, Account Reconciliation, Financial Statements, Human Resources, Accounts Payable, Sales, Outlook
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
BA, Physics
Las Positas College 2006 — 2008
Certificate, Accounting Technician
Evan W. Price, CPA's Lindquist LLP Experience January 2011 - January 2012
Job Senior Accountant at SolarCity
Industry Accounting
Experience
SolarCity April 2013 - Present
Hood & Strong, LLP January 2012 - April 2013
Lindquist LLP January 2011 - January 2012
Select Staffing September 2008 - July 2010
Smith Barney March 2008 - June 2008
Skills
Financial Reporting, QuickBooks, GAAP, Accounting, Auditing, Account Reconciliation, Financial Accounting, Internal Controls, Financial Analysis, General Ledger, Payroll, Microsoft Excel, Financial Audits, Financial Statements, Outlook, Accounts Payable, Microsoft Word, Microsoft Office, US GAAP, Journal Entries
Education
University of California, Santa Cruz 2004 — 2008
BA, Business Management Economics; Emphasis in Finance & Accounting
SolarCity April 2013 - Present
Hood & Strong, LLP January 2012 - April 2013
Lindquist LLP January 2011 - January 2012
Select Staffing September 2008 - July 2010
Smith Barney March 2008 - June 2008
Skills
Financial Reporting, QuickBooks, GAAP, Accounting, Auditing, Account Reconciliation, Financial Accounting, Internal Controls, Financial Analysis, General Ledger, Payroll, Microsoft Excel, Financial Audits, Financial Statements, Outlook, Accounts Payable, Microsoft Word, Microsoft Office, US GAAP, Journal Entries
Education
University of California, Santa Cruz 2004 — 2008
BA, Business Management Economics; Emphasis in Finance & Accounting
Nick Browning's Lindquist LLP Experience May 2009 - Present
Job Senior Manager at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP May 2009 - Present
Grant Thornton September 2006 - December 2008
Skills
Auditing, GAAP, US GAAP, Financial Reporting, Accounting, Internal Controls, Financial Accounting, CPA, Financial Analysis, External Audit, General Ledger, Financial Statements, ProSystem fx Tax, Revenue Recognition
Education
Miami University 2002 — 2006
BS, Accountancy
Lindquist LLP May 2009 - Present
Grant Thornton September 2006 - December 2008
Skills
Auditing, GAAP, US GAAP, Financial Reporting, Accounting, Internal Controls, Financial Accounting, CPA, Financial Analysis, External Audit, General Ledger, Financial Statements, ProSystem fx Tax, Revenue Recognition
Education
Miami University 2002 — 2006
BS, Accountancy
Cheryl Corsa's Lindquist LLP Experience January 1996 - December 2000
Job CPA at Carol Keane & Associates, CPAs
Industry Accounting
Experience
Carol Keane & Associates, CPAs January 2001 - Present
Lindquist LLP January 1996 - December 2000
Blanding Boyer & Rockwell September 1989 - October 1992
KPMG June 1984 - August 1989
Skills
Tax Preparation, Income Tax, Tax Returns, Tax, Corporate Tax, Partnership Taxation, S Corporations, Accounting, CPA, Tax Research, Tax Accounting
Education
Golden Gate University 1987 — 1989
Masters, Taxation
University of California, Berkeley 1980 — 1984
BS, Business - Accounting
Carol Keane & Associates, CPAs January 2001 - Present
Lindquist LLP January 1996 - December 2000
Blanding Boyer & Rockwell September 1989 - October 1992
KPMG June 1984 - August 1989
Skills
Tax Preparation, Income Tax, Tax Returns, Tax, Corporate Tax, Partnership Taxation, S Corporations, Accounting, CPA, Tax Research, Tax Accounting
Education
Golden Gate University 1987 — 1989
Masters, Taxation
University of California, Berkeley 1980 — 1984
BS, Business - Accounting
Joe Thiermann's Lindquist LLP Experience July 2000 - Present
Job Partner at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP July 2000 - Present
Education
DePaul University
Bachelors, Accounting
Lindquist LLP July 2000 - Present
Education
DePaul University
Bachelors, Accounting
Art Linkowski's Lindquist LLP Experience October 2009 - March 2011
Job Account Manager at The Linus Group
Industry Marketing and Advertising
Experience
The Linus Group September 2014 - Present
Advertising Production Resources (aka APR Consulting) March 2013 - November 2013
Side.cr (SideCar) May 2012 - June 2012
Shopbee October 2010 - June 2011
Lindquist LLP October 2009 - March 2011
County of Santa Cruz October 2008 - May 2009
University of California, Santa Cruz September 2008 - May 2009
Concord Community Pool June 2004 - December 2007
Skills
Microsoft Excel, Project Management, PowerPoint, Leadership, Data Analysis, Microsoft Word, Online Advertising, Outlook, Access, Google Docs, Adobe Creative Suite, Basecamp, Social Media, Advertising, Digital Media, Social Media Marketing, Word, Excel, Dropbox, Zendesk, Blogging, Twitter, Account Management, Microsoft Office, Content Strategy, New Media, HTML, HTML 5, JIRA, MailChimp, QuestionPro, Survey Design, Survey Research, Google Analytics, Email Marketing, HTML Emails, Email Newsletter Design, Email Marketing Software, InDesign, Marketing Strategy, Strategy, Brand Development, Product Marketing, Web Content Management
Education
University of California, Santa Cruz 2007 — 2009
B.A., Anthropology
The Linus Group September 2014 - Present
Advertising Production Resources (aka APR Consulting) March 2013 - November 2013
Side.cr (SideCar) May 2012 - June 2012
Shopbee October 2010 - June 2011
Lindquist LLP October 2009 - March 2011
County of Santa Cruz October 2008 - May 2009
University of California, Santa Cruz September 2008 - May 2009
Concord Community Pool June 2004 - December 2007
Skills
Microsoft Excel, Project Management, PowerPoint, Leadership, Data Analysis, Microsoft Word, Online Advertising, Outlook, Access, Google Docs, Adobe Creative Suite, Basecamp, Social Media, Advertising, Digital Media, Social Media Marketing, Word, Excel, Dropbox, Zendesk, Blogging, Twitter, Account Management, Microsoft Office, Content Strategy, New Media, HTML, HTML 5, JIRA, MailChimp, QuestionPro, Survey Design, Survey Research, Google Analytics, Email Marketing, HTML Emails, Email Newsletter Design, Email Marketing Software, InDesign, Marketing Strategy, Strategy, Brand Development, Product Marketing, Web Content Management
Education
University of California, Santa Cruz 2007 — 2009
B.A., Anthropology
George Spilke's Lindquist LLP Experience March 2010 - June 2012
Job Accountant at Jones & Associates LLC, CPAs
Industry Accounting
Experience
Jones & Associates LLC, CPAs February 2013 - Present
Lindquist LLP March 2010 - June 2012
Skills
Auditing, Financial Reporting
Education
Seattle University 2006 — 2009
Bachelor of Arts in Business Administration, Accounting, Finance
Jones & Associates LLC, CPAs February 2013 - Present
Lindquist LLP March 2010 - June 2012
Skills
Auditing, Financial Reporting
Education
Seattle University 2006 — 2009
Bachelor of Arts in Business Administration, Accounting, Finance
Shauna Reed's Lindquist LLP Experience 2000 - 2003
Job Finance and Human Resources
Industry Accounting
Experience
New Life Church November 2007 - Present
All Out Sports League January 2009 - June 2015
Berean Christian High School January 2013 - April 2015
The Athenian School April 2013 - March 2014
Reed Business Solutions April 2005 - March 2014
Contra Costa Christian Schools January 2009 - April 2013
Lindquist LLP 2000 - 2003
Transbox Systems January 1994 - 1999
Skills
Accounting, QuickBooks
Education
Chabot College 1990 — 1992
Accounting
New Life Church November 2007 - Present
All Out Sports League January 2009 - June 2015
Berean Christian High School January 2013 - April 2015
The Athenian School April 2013 - March 2014
Reed Business Solutions April 2005 - March 2014
Contra Costa Christian Schools January 2009 - April 2013
Lindquist LLP 2000 - 2003
Transbox Systems January 1994 - 1999
Skills
Accounting, QuickBooks
Education
Chabot College 1990 — 1992
Accounting
Alan Lindquist's Lindquist LLP Experience December 1998 - December 1998
Job Independent Consultant at Alan Lindquist CPA
Industry Insurance
Experience
Alan Lindquist CPA January 2014 - Present
Alan C. Lindquist, CPA January 2002 - December 2013
Lindquist LLP December 1998 - December 1998
Lindquist and Company 1975 - 1998
Aaron and Blum, CPA's 1966 - 1975
Skills
Employee Benefits, Labor Relations, Investments, Health Insurance, Accounts Payable, Budgets, Pensions, Accounting, Auditing, Strategic Planning, GAAP, US GAAP, Financial Reporting, 401k, Due Diligence, Insurance, Public Speaking
Education
San Francisco State University, College of Business 1964 — 1966
BA, Business/Accounting
City College of San Francisco 1962 — 1964
Associate of arts, Business
Alan Lindquist CPA January 2014 - Present
Alan C. Lindquist, CPA January 2002 - December 2013
Lindquist LLP December 1998 - December 1998
Lindquist and Company 1975 - 1998
Aaron and Blum, CPA's 1966 - 1975
Skills
Employee Benefits, Labor Relations, Investments, Health Insurance, Accounts Payable, Budgets, Pensions, Accounting, Auditing, Strategic Planning, GAAP, US GAAP, Financial Reporting, 401k, Due Diligence, Insurance, Public Speaking
Education
San Francisco State University, College of Business 1964 — 1966
BA, Business/Accounting
City College of San Francisco 1962 — 1964
Associate of arts, Business
Cary Glover's Lindquist LLP Experience January 2004 - October 2007
Job Controller at Cuba Travel Services
Industry Wholesale
Experience
Cuba Travel Services April 2015 - Present
Universal Motion Components April 2014 - April 2015
Universal Motion Components October 2007 - April 2014
Lindquist LLP January 2004 - October 2007
Forms+Surfaces June 2003 - December 2003
Skills
Financial Reporting, Cash Flow Forecasting, A/R Management, A/P Management, Multi-company, Multi-currency..., US GAAP, Operating Budgets, FIFO, Inventory Control, Ad Hoc Reporting, Access, MS Excel Pivot Tables, Staff Development, Staff Supervision, ERP Management, ERP, Accounting
Education
University of California, Santa Barbara 1998 — 2003
Bachelor of Arts in Business Economics, Emphasis in Accounting
Cuba Travel Services April 2015 - Present
Universal Motion Components April 2014 - April 2015
Universal Motion Components October 2007 - April 2014
Lindquist LLP January 2004 - October 2007
Forms+Surfaces June 2003 - December 2003
Skills
Financial Reporting, Cash Flow Forecasting, A/R Management, A/P Management, Multi-company, Multi-currency..., US GAAP, Operating Budgets, FIFO, Inventory Control, Ad Hoc Reporting, Access, MS Excel Pivot Tables, Staff Development, Staff Supervision, ERP Management, ERP, Accounting
Education
University of California, Santa Barbara 1998 — 2003
Bachelor of Arts in Business Economics, Emphasis in Accounting
Katrina Lerma's Lindquist LLP Experience January 2008 - December 2010
Job Project Control Administrator at BART
Industry Transportation/Trucking/Railroad
Experience
Bay Area Rapid Transit December 2013 - Present
B&C Transit Consultants January 2011 - November 2013
QuickSort / RoadRunner 2010 - 2011
Lindquist LLP January 2008 - December 2010
Skills
Project Management, Budget Monitoring, Contract Management, Financial Analysis, Office Administration, Compliance, Auditing, Payroll Analysis, Management Consulting, Benefits Administration, Tagalog, Budgets, Account Reconciliation, Accounting, QuickBooks
Education
California State University-Hayward 2006 — 2007
Bachelor of Business Administration (B.B.A.)
Chabot College 2003 — 2006
Associate of Arts (A.A.)
Bay Area Rapid Transit December 2013 - Present
B&C Transit Consultants January 2011 - November 2013
QuickSort / RoadRunner 2010 - 2011
Lindquist LLP January 2008 - December 2010
Skills
Project Management, Budget Monitoring, Contract Management, Financial Analysis, Office Administration, Compliance, Auditing, Payroll Analysis, Management Consulting, Benefits Administration, Tagalog, Budgets, Account Reconciliation, Accounting, QuickBooks
Education
California State University-Hayward 2006 — 2007
Bachelor of Business Administration (B.B.A.)
Chabot College 2003 — 2006
Associate of Arts (A.A.)
Robert Karmann, CPA's Lindquist LLP Experience January 1995 - May 2002
Job Accounting Professional
Industry Accounting
Experience
Vavrinek, Trine, Day & Co., LLP June 2008 - November 2009
OUM July 2006 - May 2008
Macias Gini & O'Connell LLP June 2002 - June 2006
Lindquist LLP January 1995 - May 2002
Skills
GAAP, US GAAP, Variance Analysis, Auditing, General Ledger, Internal Controls, Accounting, Financial Reporting, Budgets, CPA, Financial Statements, SEC filings, Tax
Education
California State University-Sacramento
The University of Texas at El Paso
Vavrinek, Trine, Day & Co., LLP June 2008 - November 2009
OUM July 2006 - May 2008
Macias Gini & O'Connell LLP June 2002 - June 2006
Lindquist LLP January 1995 - May 2002
Skills
GAAP, US GAAP, Variance Analysis, Auditing, General Ledger, Internal Controls, Accounting, Financial Reporting, Budgets, CPA, Financial Statements, SEC filings, Tax
Education
California State University-Sacramento
The University of Texas at El Paso
Rachelle Hislop's Lindquist LLP Experience November 2007 - Present
Job Senior Manager, Compliance at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP November 2007 - Present
Associated Third Party Administrators May 1993 - October 2007
Skills
Employee Benefits, Leadership, Business Development, ERISA, 401k, Defined Benefit, Pensions, Deferred Compensation, Account Management, B2B Marketing Strategy, Audits of Employee..., Business Innovation, Long-term Customer...
Education
UC Berkeley
Spanish, Romance Languages, Literatures, and Linguistics
Lindquist LLP November 2007 - Present
Associated Third Party Administrators May 1993 - October 2007
Skills
Employee Benefits, Leadership, Business Development, ERISA, 401k, Defined Benefit, Pensions, Deferred Compensation, Account Management, B2B Marketing Strategy, Audits of Employee..., Business Innovation, Long-term Customer...
Education
UC Berkeley
Spanish, Romance Languages, Literatures, and Linguistics
Obie Lawrence's Lindquist LLP Experience March 2013 - November 2013
Job Experienced Financial and Compliance Professional
Industry Financial Services
Experience
Lindquist LLP March 2013 - November 2013
Financial Industry Regulatory Authority January 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Uncommon Grounds June 2008 - January 2010
Giva Inc June 2008 - October 2008
Camp Hebron June 2005 - August 2005
Skills
PowerPoint, Microsoft Excel, Bloomberg, Market Research, Mutual Funds, Microsoft Office, Capital Markets, Microsoft Word, Investments, Leadership, Research, Due Diligence, Risk Management, Management, Program Management
Education
State University of New York at Albany 2007 — 2010
Bachelors, Financial Market Regulation
Hartwick College 2005 — 2006
undeclared, Liberal Arts
Lindquist LLP March 2013 - November 2013
Financial Industry Regulatory Authority January 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Uncommon Grounds June 2008 - January 2010
Giva Inc June 2008 - October 2008
Camp Hebron June 2005 - August 2005
Skills
PowerPoint, Microsoft Excel, Bloomberg, Market Research, Mutual Funds, Microsoft Office, Capital Markets, Microsoft Word, Investments, Leadership, Research, Due Diligence, Risk Management, Management, Program Management
Education
State University of New York at Albany 2007 — 2010
Bachelors, Financial Market Regulation
Hartwick College 2005 — 2006
undeclared, Liberal Arts
Youssef Kubis's Lindquist LLP Experience October 2007 - July 2013
Job Director of Contracts & Grants Accounting UC Berkeley
Industry Higher Education
Experience
UC Berkeley August 2013 - Present
Lindquist LLP October 2007 - July 2013
Morris, Davis, Chan & Tan January 1997 - December 2002
Skills
Auditing, Accounting, GAAP, CPA, Internal Controls, Tax Preparation, Higher Education, Single Audit, US GAAP, Nonprofits, Financial Reporting, Financial Analysis, Management
Education
Damascus University 1984 — 1987
Bachelor of Science (BS), Accounting and Finance
California State Board of Accountancy
Certified Public Accountant
Bauman College 2010 — 2011
Certified Nutrition Educator, Holistic Health
UC Berkeley August 2013 - Present
Lindquist LLP October 2007 - July 2013
Morris, Davis, Chan & Tan January 1997 - December 2002
Skills
Auditing, Accounting, GAAP, CPA, Internal Controls, Tax Preparation, Higher Education, Single Audit, US GAAP, Nonprofits, Financial Reporting, Financial Analysis, Management
Education
Damascus University 1984 — 1987
Bachelor of Science (BS), Accounting and Finance
California State Board of Accountancy
Certified Public Accountant
Bauman College 2010 — 2011
Certified Nutrition Educator, Holistic Health
Brandon Holroyd's Lindquist LLP Experience February 2004 - April 2005
Job Inventory Manager at Developmental Studies Center
Industry Logistics and Supply Chain
Experience
Developmental Studies Center June 2011 - Present
Paper and Ink Link, Inc. (Wholesale Distributor) August 2007 - February 2011
ELH Enterprises, Inc. (Wholesale Distributor) April 2005 - August 2007
Lindquist LLP February 2004 - April 2005
Property Sciences Group May 2003 - January 2004
Education
UC Davis
Bachelor of Science
Developmental Studies Center June 2011 - Present
Paper and Ink Link, Inc. (Wholesale Distributor) August 2007 - February 2011
ELH Enterprises, Inc. (Wholesale Distributor) April 2005 - August 2007
Lindquist LLP February 2004 - April 2005
Property Sciences Group May 2003 - January 2004
Education
UC Davis
Bachelor of Science
Donnie Springer's Lindquist LLP Experience July 2002 - Present
Job Audit Manager at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP July 2002 - Present
Skills
Auditing, Internal Controls
Education
California State University-Hayward
B.S., Business Administration with options in Accounting and Finance
Lindquist LLP July 2002 - Present
Skills
Auditing, Internal Controls
Education
California State University-Hayward
B.S., Business Administration with options in Accounting and Finance
Leslie Manning's Lindquist LLP Experience 1992 - 1995
Job School Finance Technician at Vista Unified School district
Industry Education Management
Experience
Vista Unified School district November 2002 - Present
Lindquist LLP 1992 - 1995
Education
California State University-Long Beach 1987 — 1992
Bachelor's degree, Accounting
Vista Unified School district November 2002 - Present
Lindquist LLP 1992 - 1995
Education
California State University-Long Beach 1987 — 1992
Bachelor's degree, Accounting
Anna Woodard's Lindquist LLP Experience January 2009 - Present
Job Accountant at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP January 2009 - Present
Deloitte September 2006 - September 2008
Education
Seattle University
Lindquist LLP January 2009 - Present
Deloitte September 2006 - September 2008
Education
Seattle University
Trey Franchebois's Lindquist LLP Experience 2008 - 2010
Job Business Management Professional
Industry Business Supplies and Equipment
Experience
Sav-On Supplies 2013 - Present
Argosy University 2011 - 2012
Lindquist LLP 2008 - 2010
Art Institute 2006 - 2008
Kaiser Permanente 2004 - 2006
University of Louisiana at Lafayette 2002 - 2004
Skills
Management, Marketing, Customer Service, Sales, Public Speaking, PowerPoint, Event Planning, Social Media, Salesforce.com, Microsoft Word
Education
University of Louisiana at Lafayette 1998 — 2004
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
Sav-On Supplies 2013 - Present
Argosy University 2011 - 2012
Lindquist LLP 2008 - 2010
Art Institute 2006 - 2008
Kaiser Permanente 2004 - 2006
University of Louisiana at Lafayette 2002 - 2004
Skills
Management, Marketing, Customer Service, Sales, Public Speaking, PowerPoint, Event Planning, Social Media, Salesforce.com, Microsoft Word
Education
University of Louisiana at Lafayette 1998 — 2004
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
Sireesha Balabhadra's Lindquist LLP Experience November 2005 - October 2010
Job Supervising Senior Revenue Accountant at CallidusCloud
Industry Computer Software
Experience
CallidusCloud June 2011 - Present
Lindquist LLP November 2005 - October 2010
Marfic Technologies November 2004 - June 2005
Skills
Accounting, Financial Accounting, Tax Preparation, Not for Profit, Teaching, Treasurer, Microsoft Office, Banking, Revenue, Financial Statements
Education
California State University-Hayward 2002 — 2005
Master of Business Administration (MBA), Accounting
RVRR College for women in Hyderabad 1990 — 1993
Bachelor of Business Administration (BBA), Accounting and Business/Management
CallidusCloud June 2011 - Present
Lindquist LLP November 2005 - October 2010
Marfic Technologies November 2004 - June 2005
Skills
Accounting, Financial Accounting, Tax Preparation, Not for Profit, Teaching, Treasurer, Microsoft Office, Banking, Revenue, Financial Statements
Education
California State University-Hayward 2002 — 2005
Master of Business Administration (MBA), Accounting
RVRR College for women in Hyderabad 1990 — 1993
Bachelor of Business Administration (BBA), Accounting and Business/Management
Paul Christianson's Lindquist LLP Experience February 2010 - Present
Job Senior Compliance Auditor at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP February 2010 - Present
Lindquist LLP June 2008 - January 2010
West Coast Moving and Storage November 2007 - June 2008
Twin Capital Mortgage April 2007 - October 2007
Loose Moose Saloon January 2004 - January 2007
Skills
Auditing, Payroll, Accounting, Customer Service, Accounts Payable, Accounts Receivable, Cold Calling, Employee Training, Market Research, QuickBooks, Sarbanes-Oxley Act, Financial Reporting, US GAAP, GAAP, CPA, Revenue Recognition, Internal Controls, External Audit
Education
University of Nevada-Reno 2004 — 2006
Bacheler of Arts, Communications and Economics
St. Cloud State University 1997 — 1999
Lindquist LLP February 2010 - Present
Lindquist LLP June 2008 - January 2010
West Coast Moving and Storage November 2007 - June 2008
Twin Capital Mortgage April 2007 - October 2007
Loose Moose Saloon January 2004 - January 2007
Skills
Auditing, Payroll, Accounting, Customer Service, Accounts Payable, Accounts Receivable, Cold Calling, Employee Training, Market Research, QuickBooks, Sarbanes-Oxley Act, Financial Reporting, US GAAP, GAAP, CPA, Revenue Recognition, Internal Controls, External Audit
Education
University of Nevada-Reno 2004 — 2006
Bacheler of Arts, Communications and Economics
St. Cloud State University 1997 — 1999
Daniel Reddell's Lindquist LLP Experience 2015 - Present
Job Staff Compliance Auditor at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP 2015 - Present
Bank of the West June 2015 - September 2015
Bank of the West July 2014 - May 2015
Bank of the West April 2011 - June 2014
Saint Mary's College of California September 2010 - August 2011
Skills
Customer Service, Financial Services, Microsoft Office, Microsoft Excel, Economics, Cash Handling Experience, Networking, Organization, Quantitative Research
Education
Saint Mary's College of California
Bachelor of Science (B.S.), Economics
Lindquist LLP 2015 - Present
Bank of the West June 2015 - September 2015
Bank of the West July 2014 - May 2015
Bank of the West April 2011 - June 2014
Saint Mary's College of California September 2010 - August 2011
Skills
Customer Service, Financial Services, Microsoft Office, Microsoft Excel, Economics, Cash Handling Experience, Networking, Organization, Quantitative Research
Education
Saint Mary's College of California
Bachelor of Science (B.S.), Economics