Moss Adams LLP
Industry: Accounting company
DescriptionMoss Adams LLP is one of the 15 largest public accounting firms in the United States and provides accounting, tax and consulting services to public and private middle-market enterprises in many different industries. Headquarters: Seattle, Washington, United States CEO: Chris Schmidt President: Dave Follett Number of employees: 2,900 Number of locations: 28 Subsidiaries: Hein & Associates LLP,
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Moss Adams LLP Employees
Moss Adams LLP June 2015 - Present
Ernst & Young September 2012 - July 2014
KPMG China September 2011 - March 2012
Skills
Financial Accounting, Internal Controls, Business English, Microsoft Excel, GAAP, Auditing, English language skills, Assurance, SPSS, Solver, R, Business Analysis, Business Management, Supply Chain Management, Analysis, Sarbanes-Oxley Act, Accounting
Education
San Jose State University 2014 — 2015
Master of Business Administration (MBA)
Nanjing Agricultural University 2007 — 2011
Bachelor's degree, Accounting
Nanjing Foreign Language School 2001 — 2007
Middle School and High School
Bake Me A Wish! February 2012 - December 2012
Prospect Historical Hotel May 2012 - October 2012
Kitsap Home Care February 2010 - February 2011
self employed May 2007 - January 2011
Internal Revenue Service October 2007 - May 2009
Pacific NW Lending February 2006 - December 2008
TeleTech October 2005 - August 2007
Moss Adams LLP May 2005 - October 2005
Bank of America February 2002 - April 2005
Robert Half Finance & Accounting November 1995 - May 2004
Skills
Excel, Word, Credit, Accounts Receivable, PowerPoint, Microsoft Excel, Microsoft Word, Forecasting, Analysis, Management, Invoicing, Customer Service, Accounting, Microsoft Office, Public Speaking, Sales, Team Building, Strategic Planning
Education
Mt. Hood Community College 1998 — 1999
Emergency Medical Technician Business and Accounting
Portland Community College 1996 — 1998
Business, Accounting and Computer Science
Moss Adams LLP September 2013 - Present
Northern Arizona University - Biological Sciences August 2012 - August 2013
Northern Arizona University January 2012 - January 2013
Northern Arizona University January 2011 - January 2013
Embassy of the State of Kuwait April 2010 - August 2010
Lenovo November 2008 - November 2009
Ministry of Defense, Slovak Republic June 2007 - August 2007
Skills
Politics, International Relations, Political Science, Government Relations, Research, Microsoft Office, Millenium, FPT databases, Sarbanes-Oxley, GAAP, General Ledger, Financial Statements, Data Analysis
Education
Northern Arizona University 2011 — 2013
Bachelor of Science (B.S.), Accounting
Old Dominion University 2004 — 2008
BA, International studies
Spokane Sports Commission January 2011 - Present
The Salvation Army Ray & Joan Kroc Center, Coeur d'Alene August 2008 - January 2011
Banner Marketing March 2007 - August 2008
Moss Adams LLP 2000 - 2007
Telect, Inc. 1999 - 2000
Skills
Advertising, Social Media, Event Management, Marketing Communications, Non-profits, Public Relations, Brand Management, Media Relations, Marketing Strategy, Leadership, Marketing, Social Media Marketing, Event Planning, Fundraising, Corporate Communications, Graphic Design, Copywriting, Press Releases, Email Marketing, Public Speaking, Direct Marketing, Nonprofits, Online Marketing, Strategic Communications, Social Networking, Creative Direction, Blogging, Entertainment, Facebook, Newsletters
Education
North Idaho College
Snaps, Scribbles and Suitcases April 2015 - Present
Odd Dog Media December 2014 - Present
Bartell Drugs August 2014 - Present
La Vie Moments January 2013 - Present
Elite Sports and Spine December 2013 - August 2014
Fremont Health Club November 2012 - November 2013
Groundspeak August 2009 - December 2012
Moss Adams LLP December 2008 - August 2009
Zillow March 2008 - October 2008
Seattle Athletic Club March 2003 - March 2008
Skills
Outlook, Microsoft Word, Catering, Customer Service, Event Planning, Microsoft Office, Public Speaking, Process Scheduler, PowerPoint, Sales, Event Management, Social Media, Facebook, Administrative..., Editing, Public Relations, Research, Budgets, Management, Social Networking, Blogging, Marketing, Advertising, Program Management, Social Media Marketing
Education
North Seattle College
AA, General studies
Whole Life Yoga 2004 — 2004
200 hour Yoga teacher training, Viniyoga
American Musical and Dramatic Academy 1999 — 2001
Degree of completeion, Theatre, Music and Dance
Moss Adams LLP October 2013 - Present
State of New Mexico September 2011 - October 2013
P.R.S. Electric Co. January 2011 - September 2011
Skills
Data Analysis
Education
New Mexico State University 2013 — 2016
Master of Science (MS), Industrial Engineering
New Mexico State University 2002 — 2010
Bachelor of Science (BS), Engineering Technology (Mechanical)
Moss Adams LLP June 2015 - Present
Montana State University Bookstore April 2014 - Present
Northwestern Mutual March 2014 - May 2015
Red Lodge Pizza Company May 2012 - August 2012
Dream Dance Outfitters June 2007 - August 2012
Operation Second Chance August 2011 - 2012
Skills
Accounting, Time Management, Teamwork, PowerPoint, Public Speaking, Microsoft Excel, Research, Spanish, Microsoft Office, Microsoft Word, Financial Accounting, Customer Service, Windows, Language Teaching, Auditing, Single Audit, Business Networking
Education
Montana State University-Bozeman 2011 — 2015
Bachelor of Science in Business, Intent MPA, Accounting; Latino Studies, Senior
Red Lodge High School 2007 — 2011
Moss Adams LLP February 2005 - Present
Office of Senator Patty Murray June 2004 - December 2004
King County Journal Newspapers June 2002 - January 2003
Skills
Financial Statements, Auditing, Accounting
Education
North Seattle Community College
HomeStreet Bank November 2014 - Present
Sabbatical / Extended Leave August 2010 - July 2014
Seattle Bank April 2004 - July 2010
Washington Mutual Bank October 2003 - April 2004
Moss Adams LLP September 2001 - October 2003
Bolinger, Segars, Gilbert & Moss L.L.P. May 1999 - August 2001
Skills
Accounting, Auditing, Internal Controls, Finance, Financial Analysis, Team Leadership, Financial Reporting, Managing Deadlines, Microsoft Excel, Process Improvement, General Ledger, Financial Statements, Banking
Education
Lubbock Christian University
Bachelor's Degree, Accounting
Moss Adams LLP January 2015 - Present
Moss Adams LLP June 2013 - January 2015
City of Turlock October 2010 - June 2013
G3 Enterprises March 2008 - October 2009
Skills
Bookkeeping, Tax Preparation, Quickbooks, Peachtree, Excel, TaxWise software, CPR Certified, Income Tax, AS400 system, Microsoft Excel, Tax Accounting, CPA, QuickBooks, Tax Research, Accounting, Tax Returns, Corporate Tax, Journal Entries, Partnership Taxation, Bank Reconciliation, State Tax, S Corporations, Personal Income Tax..., US Tax, IFRS, FASB, Financial Reporting, GAAP
Education
CSU Stanislaus 2011 — 2013
Bachelor's degree, Accounting
Modesto Junior College 2008 — 2011
Associate's degree, Accounting
Moss Adams LLP October 2011 - Present
Michael B. Allmon & Associates October 2007 - October 2011
Moss Adams LLP June 2010 - August 2010
Skills
Accounting, CPA, QuickBooks, Income Tax, PowerPoint, US GAAP, Tax Preparation, Corporate Tax, Tax Accounting
Education
Loyola Marymount University, College of Business Administration 2006 — 2011
B.S., Accounting
Loyola Marymount University, School of Film & Television 2006 — 2010
B.A., Production
Mira Costa High School 2002 — 2006
PwC September 2015 - Present
New Mexico State University January 2015 - May 2015
Moss Adams LLP June 2014 - August 2014
Deloitte June 2014 - June 2014
The Walt Disney Company June 2013 - January 2014
Lauterbach Financial Advisors July 2008 - June 2013
Carmike Cinemas 16 May 2008 - July 2008
Skills
Accounting, Teamwork, Self-motivated..., Financial Reporting, Auditing, SAP, Analysis, Access, Microsoft Excel, PowerPoint, Outlook, Journal Entries, Microsoft Word, Pivot Tables, Vlookup, Sumif, Communication, CCH ProSystem fx
Education
New Mexico State University 2014 — 2015
Master's Degree, Accounting, GPA: 3.97
New Mexico State University 2010 — 2014
Bachelor's Degree, Accounting, GPA: 3.76
Chapin High School 2006 — 2010
Moss Adams LLP November 2014 - Present
PricewaterhouseCoopers LLP January 2008 - July 2014
Ernst & Young LLP September 1999 - December 2007
Skills
Expatriate Management, International Tax, Accounting, Tax Advisory, Big 4, Expatriate Tax, Tax, Tax Accounting, Tax Law, Tax Returns, Income Tax, Tax Research, Corporate Tax, US GAAP, Partnership Taxation
Education
The George Washington University 1990 — 1992
Bachelor of Accountancy, Magna Cum Laude, Accounting
Michigan State University 1987 — 1990
Accounting
Moss Adams LLP March 2001 - Present
Certus Corporation January 2000 - February 2001
Providence Regional Medical Center December 1995 - December 1999
Premera Blue Cross May 1990 - December 1995
Skills
Healthcare Consulting, Revenue Cycle, Medicare, CPA, Healthcare Industry, Hospitals, Healthcare, Revenue Cycle Management, Medicaid, Auditing, HIPAA, Healthcare Management, Managed Care, Physicians, Practice Management
Education
Mount Mercy College
Bachelor of Science (BS), Accounting and Business/Management
Axiom Certified Public Accountants and Business Advisors June 2014 - Present
Moss Adams LLP June 2009 - June 2014
NMSU Arrowhead Center May 2008 - May 2009
Skills
Auditing, GAAP, US GAAP, Internal Controls, Assurance, Financial Accounting, Financial Reporting, Accounting, Financial Statements, Financial Analysis, Sarbanes-Oxley Act, Tax, External Audit, GASB, OMB Circular A-133
Education
New Mexico State University 2004 — 2009
Bachelor of Accountancy, Master of Accountantcy
Moss Adams LLP December 2010 - Present
Next World Commercial Landscape March 2009 - May 2009
Crate and Barrel July 2008 - September 2008
Skills
US GAAP, Auditing, Telecommunications, Internal Controls, GAAP
Education
San Diego State University 2007 — 2010
Bachelor of Science, Accountancy
Modesto Junior College 2003 — 2007
General Business Management & Accounting
Moss Adams LLP March 2015 - Present
Kent School District October 2009 - August 2014
Maritime Academy Charter School August 2007 - July 2009
Teach For America June 2007 - June 2009
Lake Washington School District August 2006 - June 2007
REI August 2004 - August 2006
Imagine... and Make It Real! 2003 - 2004
Skills
Educational Leadership, Curriculum Design, Curriculum Development, Differentiated..., Classroom Management, Classroom, Lesson Planning, K-12, Elementary Education, Special Education, Literacy, Educational Technology, Staff Development, Teaching, Tutoring, Public Speaking, Event Planning, Instructional Design
Education
Northwest University
Bachelor of Arts (B.A.), Education
Bauerle and Company, P.C. January 2014 - Present
Boeckermann Grafstrom & Mayer August 2013 - December 2013
R.G. Fowler and Company PC June 2010 - July 2013
Marrs, Sevier & Company LLC January 2010 - June 2010
Moss Adams LLP January 2008 - January 2010
Skills
Tax Accounting, Corporate Tax, Tax, Accounting, Tax Preparation, CPA, Income Tax, Tax Returns, Multi-state tax returns, High Net Worth..., Partnership Taxation, S Corporations, Personal Tax Planning, Tax Research, Personal Income Tax..., Employee Training
Education
University of Denver 2007 — 2007
Master's degree, Taxation
Minnesota State University, Moorhead 2001 — 2006
Bachelor's degree, Accounting
Moss Adams LLP August 2014 - Present
New Mexico State University June 2012 - July 2014
DNK Investments LLC May 2012 - February 2013
Ysleta High School February 2011 - June 2011
New Mexico State University December 2008 - December 2010
Skills
PowerPoint, Research, Spanish, Microsoft Office, Microsoft Word, Teaching, Microsoft Excel, Public Speaking, Higher Education, Data Entry, Data Analysis, Statistics, Analysis, Nonprofits, Access
Education
New Mexico State University 2013 — 2014
Master of Accountancy
New Mexico State University 2008 — 2012
Bachelor of Accountancy, Accounting
Banner Health May 2013 - Present
Moss Adams LLP December 2012 - May 2013
Phoenix College August 2010 - May 2012
Banner Health February 2012 - March 2012
MRC Group 1994 - 1998
Howard Young Medical Center September 1990 - February 1994
Skills
Highly detail oriented, Self-motivated..., Goal Oriented, Problem Solving, Reliable, CPT, Medical Records, Medical Coding, Medical Transcription, Medical Terminology, Anatomy, Radiology, Pharmacology, Pathophysiology, E/M coding, EHR, Physician Coding, ICD-10, Epic Systems, Cerner, EMR, HIPAA, Microsoft Excel, Health Information...
Education
Phoenix College 2010 — 2012
Hospital based medical coding certificate, Health information management
Nicolet College 1991 — 1992
medical transcriptionist, health information management
Moss Adams LLP June 2004 - Present
Jensen Jewelers November 1999 - August 2003
Skills
Accounting, Assurance, Internal Controls, Financial Reporting, Financial Accounting, Small Business..., Business Analysis, Budget Development, Income Tax, CPA, Tax Research, Corporate Tax, Financial Statements, Partnership Taxation, Tax, Tax Preparation
Education
Montana State University-Bozeman 1999 — 2004
BS & Masters, Accounting
GlobalMed Telemedicine December 2014 - Present
GlobalMed Telemedicine April 2013 - November 2014
Moss Adams LLP July 2006 - April 2013
Deloitte & Touche LLP 2005 - 2006
Jackson Hewitt January 2004 - April 2004
Motorola/Freescale Semiconductor, Inc. 2004 - 2004
Embassy Suites May 2001 - August 2003
Skills
Accounting, SOX, Assurance, Financial Reporting, Audit, GAAP, Internal Controls, Financial Accounting, SEC reporting, Sarbanes-Oxley Act, SEC filings, Auditing, Account Reconciliation, Internal Audit, CPA, SAP, Revenue Recognition, Financial Analysis, Sarbanes-Oxley, Managerial Finance, Analysis, Financial Audits, IFRS, Tax, Finance, External Audit, US GAAP, General Ledger, Process Improvement, Financial Statements, Cost Accounting, Consolidation, QuickBooks, SEC Filings
Education
Northern Arizona University-The W. A. Franke College of Business 2000 — 2005
B.S., Accountancy
Northern Arizona University-The W. A. Franke College of Business 2000 — 2005
B.A., Language Arts - Spanish
Moss Adams LLP October 2012 - Present
CBIZ MHM, LLC October 2011 - October 2012
Localbase, Inc. July 2010 - October 2011
BKD, LLP December 2006 - July 2010
Skills
CPA, Internal Controls, Auditing, Accounting, Financial Reporting, Assurance, Financial Analysis, SEC filings, US GAAP, Assurance Services, Certified Fraud Examiner, Certified Public..., Consulting Services, Forensic Accounting, Internal Audit, Nunchucks
Education
Missouri Southern State University 2005 — 2006
BS, Accounting
Missouri Southern State University 1998 — 2003
BS, Economics & Finance
Moss Adams LLP August 2014 - Present
Nathan Hale High School/Seattle United February 2013 - May 2014
Aerotek Professional Services October 2011 - January 2012
Aerotek September 2010 - October 2011
Construction Testing Laboratories June 2004 - September 2008
Skills
Recruiting
Education
University of Washington 2013 — 2013
Accounting Certificate, Accounting
University of Puget Sound 2006 — 2010
Business, Business and Economics
North Seattle Community College
Associate of Arts and Sciences (A.A.S.), Accounting
Bellarmine Preparatory
Baum Properties, LLC May 2013 - Present
ServiceSource March 2014 - July 2015
Moss Adams LLP October 2009 - May 2013
All Hands 2013 - 2013
The Aerospace Corporation June 2008 - September 2008
Skills
Cash Management, Financial Reporting, GAAP, SEC filings, US GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act, Revenue Recognition, Financial Statements, Financial Accounting, Assurance, External Audit, Corporate Tax, CPA, Microsoft Excel
Education
Loyola Marymount University 2005 — 2009
Bachelor of Science (B.S.), Accounting
Kuni Automotive August 2015 - Present
Moss Adams LLP June 2014 - August 2015
ITW January 2007 - June 2014
ITW June 2003 - January 2007
EY March 1999 - June 2003
Pandolfi, Topolski, Weiss & Co., Ltd. June 1997 - March 1999
Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, Accounting, GAAP, Financial Reporting, External Audit, Revenue Recognition, Consolidation, SEC filings, IFRS, Auditing, Internal Audit, Enterprise Risk..., Financial Analysis, Risk Management, Business Process..., CPA, SEC Filings
Education
Marquette University 1992 — 1997
Bachelor's, Accounting, International Business
The Stanford Daily Newspaper August 2014 - July 2015
INN at the 5th/Lundquist College of Business January 2014 - March 2014
Moss Adams LLP December 2013 - March 2014
March of Dimes June 2012 - September 2012
Moffett Towers Club June 2009 - September 2011
Castilleja School March 2010 - May 2010
Skills
PowerPoint, Social Networking, Microsoft Excel, Leadership, Social Media, Public Speaking, Google Docs, Business Writing, Microsoft Office, Photoshop, Presentation Skills, Volleyball, Stata, iMovie, Keynote, Event Planning, Marketing, Microsoft Access, Microsoft Powerpoint, Illustrator, Google Analytics, DoubleClick for..., Adsense
Education
University of Oregon 2011 — 2014
Bachelor of Science (B.S.), Business Administration, Minor in Economics
AHA International: Volkschochschule - Vienna, Austria 2013 — 2013
International Marketing and Consumer Behavior
New York University 2010 — 2011
Castilleja School 2003 — 2010
Richardson Kontogouris Emerson LLP May 2006 - Present
Moss Adams LLP September 1997 - January 2006
Education
University of Southern California 2000 — 2004
MBT
Loyola Marymount University 1993 — 1997
BS, Accounting
Moss Adams LLP December 2013 - Present
Moss Adams LLP January 2013 - December 2013
Menlo College September 2011 - April 2012
Skills
Tax Preparation
Education
Menlo College 2008 — 2012
Bachelor of Science (B.S.), Business; Concentration: Accounting
Cardinal Newman High School 2004 — 2008
Satellite Affordable Housing Associates (SAHA) October 2013 - Present
International Institute of the Bay Area March 2010 - Present
Credo Mobile June 2013 - October 2013
The Asia Foundation May 2007 - March 2013
Moss Adams, LLP October 2006 - May 2007
Grant Thornton, LLP August 2005 - September 2006
Jewish Family & Children's Services August 1998 - June 2005
JFCS 1998 - 2004
Skills
Accounting, General Ledger, Payroll, QuickBooks, Financial Reporting, Auditing, Internal Controls, Managerial Finance, Non-profits, Financial Analysis, Accounts Payable, Accounts Receivable, Account Reconciliation, Finance, Budgets, Financial Accounting, Microsoft Excel, Workshop Facilitation, Analysis, Cost Accounting, US GAAP, Financial Statements, GAAP, Tax, Due Diligence, System Administration, Internal Audit, Strategic Financial..., Cash Flow, Process Improvement, Corporate Tax, Management, Sarbanes-Oxley Act, Tax Preparation, Invoicing, Nonprofits, CPA, Grants, Financial Modeling, People Skills, Multi Tasking, OMB Circular A-133, A-122, International..., Bank Reconciliation, Supervisory Experience, Staff Supervision, Not for Profit, Accruals, Forecasting
Education
San Francisco State University 2002 — 2006
MSBA, Accounting
North Carolina State University 1988 — 1992
BA, Russian Studies
Moss Adams LLP December 2014 - Present
Edelstein & Company, LLP January 2012 - November 2014
The Sports Club/LA July 2011 - November 2014
Millennium Partners Sports Club Management, LLC September 2011 - December 2011
NeoSystems Corp May 2010 - August 2010
Focus Technology Consulting May 2009 - August 2009
Skills
Financial Planning and..., Teamwork, Team Leadership, Time Management, Program Implementation, Excel, Great Plains Software, Quickbooks, Microsoft Office, Deltek, ProSystem fx Tax, CCH ProSystem fx, Auditing, Microsoft Excel, QuickBooks, Financial Analysis, Accounting, Accounts Payable
Education
Northeastern University 2011 — 2011
Masters, Accounting
Providence College 2007 — 2011
BS, Accounting
Moss Adams LLP February 2013 - Present
Moss Adams LLP September 2007 - February 2013
Prior Public Accounting 2000 - 2007
Skills
Assurance, US GAAP, Internal Controls, Financial Reporting, Auditing, Tax, Audits of Employee..., GASB, Tax Preparation, Tax Research, Financial Statements
Education
Northern Arizona University 1995 — 2000
Bachelor of Science (BS), Accountancy
Suffolk County Community College 1993 — 1995
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Miller Place High School
Moss Adams LLP September 2014 - Present
Plante Moran August 2013 - August 2014
Plante Moran June 2011 - August 2012
OUR Credit Union June 2007 - January 2011
Skills
Accounting, Auditing
Education
Michigan State University 2008 — 2012
BA, Accounting
Akin, Doherty, Klein & Feuge, PC January 2015 - Present
Stay at home mom October 2014 - January 2015
Abercrombie & Associates PC June 2014 - October 2014
Briggs & Veselka Co. January 2014 - May 2014
Hill & Ford, P.C. August 2009 - December 2013
Moss Adams LLP December 2004 - July 2009
Meyners + Company January 2004 - December 2004
Skills
Tax Accounting, Litigation Support, Forensic Accounting, Auditing, Bookkeeping, Tax, Tax Preparation
Education
New Mexico State University 1999 — 2003
Bachelor's degree, Accounting
Seattle Children's September 2013 - Present
CityMac June 2012 - April 2013
Kelly Connect Apple Project January 2012 - June 2012
Angela (Barnard) Hawkins September 2010 - May 2012
Seattle Cancer Care Alliance September 2009 - April 2010
Moss Adams LLP June 2009 - September 2009
US Census Bureau March 2009 - May 2009
Childrens Hospital and Regional Medical Center November 2008 - February 2009
North Seattle Alliance September 2001 - October 2008
University of Washington November 2006 - November 2007
Skills
Medical Terminology, Troubleshooting, Customer Service, Microsoft Office, Technical Support, Technical Training, Clinical Support, HIPAA, EMR, Healthcare, Healthcare Information..., Software Documentation, Executive Calendar..., Managing Database, Inventory Management, Staff Mgmt, Management, Recruiting, Interviews, Quality Assurance, Coaching, SharePoint, Training, WordPress, Microsoft Excel, Editing, Process Improvement, Networking, Databases, Leadership
Education
North Seattle Community College 2002 — 2010
General Studies
University of Washington 2006 — 2008
Interdisciplinary Visual Arts
Twelvefold November 2012 - Present
Street Smart 4 Kids July 2011 - Present
Twelvefold March 2011 - October 2012
Moss Adams LLP August 2008 - March 2011
Management Practices Group October 2003 - December 2007
Volunteer Income Tax Assistance Program January 2007 - April 2007
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Payroll, Account Reconciliation, GAAP, US GAAP, Financial Statements, Auditing, Revenue Recognition, Internal Controls, Accounting, Forecasting, CPA, Bank Reconciliation
Education
Middlebury College
MA, Spanish
San Francisco State University
Accounting
Sarah Lawrence College
BA, Chemistry and Spanish
Public Education Department August 2014 - Present
Santa Fe County July 2012 - August 2014
Moss Adams LLP September 2006 - June 2012
Tricore Reference Laboratory November 2005 - September 2006
Neff + Ricci 2002 - 2003
Skills
Single Audit, OMB Circular A-133, GAAP, US GAAP, Internal Controls, Yellow Book, Government Accounting, Auditing, Financial Accounting, Assurance, Accounting, Financial Reporting, CPA, Tax, Financial Statements, External Audit, Financial Analysis, General Ledger, Internal Audit, SEC filings, Sarbanes-Oxley Act
Education
New Mexico Highlands University 1997 — 2001
BA, Accounting
Santa Fe High School 1994 — 1997
Moss Adams LLP September 2015 - Present
CFMA January 2015 - Present
Moss Adams LLP January 2010 - Present
NAIOP 2012 - 2015
NAIOP 2012 - 2015
ALPFA, Inc. — Empowering Latino Leaders 2008 - 2010
New Mexico State University 2009 - 2009
New Mexico State University 2009 - 2009
Skills
Tax Preparation, Corporate Tax, Partnership Taxation, Personal Income Tax..., Auditing, Income Tax, Tax Research, Tax, Accounting, Financial Reporting, Tax Returns, Tax Accounting, GAAP, CPA, SEC filings, Financial Statements, US GAAP
Education
New Mexico State University 2003 — 2009
Masters & Bachelors, Accounting
Moss Adams LLP October 2014 - Present
USTA September 2011 - May 2014
The W.A. Franke College of Business September 2011 - May 2014
Guest, Schutte, Cosper, & Ledbetter CPAs, LLP January 2014 - April 2014
The W.A. Franke College of Business January 2013 - January 2014
Moss Adams LLP June 2013 - August 2013
Northern Arizona University 2009 - 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Access, SAP, Social Media, Event Planning, Customer Service, Public Speaking, Microsoft Word, Management, Marketing, Analysis, Training
Education
Northern Arizona University 2009 — 2014
Bachelor of Science in Accountancy, Bachelor of Science in Business Administration-Marketing
Tualatin High School 2005 — 2009
Scott Valuation LLC August 2012 - Present
RightNow Technologies June 2011 - August 2012
Moss Adams LLP 2004 - 2011
Persimmon Development Group 1997 - 2002
Skills
Business Analysis, Financial Modeling, Accounting, Financial Analysis, Financial Reporting, Business Valuation, Intellectual Property..., Finance, Corporate Finance, Valuation, Due Diligence, Mergers & Acquisitions, Strategic Financial..., Internal Controls, US GAAP, Financial Accounting
Education
Northeastern University 2002 — 2003
Master, Finance
University of Oregon 1989 — 1993
Bachelors of Science, Finance/Business Management
Moss Adams LLP September 2006 - Present
Skills
US GAAP, CPA, GAAP, Auditing, Internal Controls, Financial Accounting
Education
Montana State University-Bozeman 2005 — 2006
Master's Degree, Accounting
Montana State University-Bozeman 2001 — 2005
Bachelor's Degree, Accounting and Business/Management
Goodwill Industries of New Mexico November 2013 - Present
Moss Adams LLP January 2013 - October 2013
Moss Adams LLP January 2011 - December 2012
Moss Adams LLP August 2009 - February 2011
John Wiley and Sons March 2000 - July 2009
University of New Mexico May 1994 - December 1999
University of New Mexico 1997 - 1998
The Beach Waterpark 1985 - 1992
Skills
Auditing, Internal Controls, Accounting, US GAAP, GASB, Internal Audit, Financial Accounting, Financial Reporting, ACL, Statistical Data..., Forensic Accounting, Microsoft Excel, Federal Law, Assurance, CPA, Access Lists, Data Analysis, Credit Unions, Performance Auditing, Single Audit, Technical Writing, Financial Audits, Tax Preparation, External Audit, Finance, Financial Statements
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
MBA (partial), Core Curriculum (4.0 GPA)
Central New Mexico Community College 2006 — 2009
CPA Skill Set (4.0 GPA)
The University of New Mexico School of Medicine 1994 — 1999
Masters of Science, Biomedical Sciences
New Mexico State University 1989 — 1994
BA, BS, Chemistry (BA) and Biochemistry (BS)
St. Pius 1984 — 1989
Alyeska Pipeline Service Company September 2014 - Present
LexisNexis July 2011 - May 2014
LexisNexis June 2009 - May 2014
LexisNexis October 2006 - June 2009
LexisNexis May 2003 - October 2006
DATA.TXT Corporation dba Time Matters Software March 2002 - May 2003
Moss Adams LLP November 1999 - February 2002
Legal Ledger Consulting, Inc. March 1994 - December 1999
Bliss Riordan Law Offices May 1989 - March 1994
Skills
Advisory board..., Utilizing social media..., Thought leadership..., Advocating for..., Create requirements..., Public speaking /..., Public Speaking, Business, Strategic Planning, Marketing, Social Media, Product Management, Channel, Thought Leadership, Strategy, Management, Cloud Computing, Cross-functional Team..., Business Strategy, Contract Negotiation, Email Marketing, Strategic Partnerships, Business Development, E-commerce, Product Marketing, Team Leadership, Account Management, Training, SaaS, Professional Services, Mergers, Leadership, Lead Generation, Integrated Marketing, Consulting, CRM, Project Management, Marketing Strategy, Analysis, Market Research, Sales
Education
North Carolina Wesleyan College 2004 — 2006
BS
University of Alaska Anchorage 1981 — 1986
Associate of Applied Science
Moss Adams LLP January 2001 - Present
Certus Corporation\Medical Reimbursement Advisors 1989 - December 2000
Hansen Hunter & Kibbee 1980 - 1989
Blue Cross Blue Shield of Oregon 1978 - 1980
Skills
Medicare/Medicaid..., Hospitals, Healthcare, Medical Education, Litigation Support, Reviews, Medicare, Healthcare Consulting, Healthcare Management, Healthcare Information..., Software Documentation, Entities, Long-term Care, Program Management, Medical Coding, Mergers & Acquisitions, Auditing, Revenue Cycle Management, Revenue Cycle, Managed Care, HIPAA, Financial Statements, Informatics, Public Speaking, EHR, Epic Systems, Physician Relations, Cost Accounting, Healthcare Reimbursement, Consulting, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Health Insurance, Internal Audit, Healthcare Industry, Leadership, CPA, Internal Controls, Accounting, Process Improvement, Physicians, Health Policy, Financial Accounting, Performance Improvement, Medical Education..., Provider-based entities, Wage index reviews, Medicaid
Education
Oregon State University 1976 — 1978
BS
Mt. Hood Community College 1974 — 1976
Associates
Parkrose
US Army December 2014 - Present
Morgan Stanley June 2013 - Present
J.E. Properties, LLC 2004 - Present
US Army June 2013 - December 2014
US Army September 2012 - June 2013
US Army March 2011 - August 2012
US Army December 2007 - February 2011
Moss Adams, LLP 2007 - 2009
Skills
DoD, Government, Military Experience, Army, Active DoD Secret..., Business Valuation, Financial Accounting, Military, Defense, Proposal Writing, Intelligence Analysis, Operational Planning, Security Clearance, Command
Education
Naval Postgraduate School 2012 — 2013
Master's degree, Civil Military Operations
University of Washington, Michael G. Foster School of Business 2002 — 2007
Bachelor of Business Administration, Finance and Accounting
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) July 2008 - December 2012
Vavrinek, Trine, Day & Co., LLP May 2006 - July 2008
Skills
Tax, Corporate Tax, Accounting, GAAP, Income Tax, US GAAP, CPA, Tax Research, Tax Accounting, Tax Preparation, Partnership Taxation, Financial Reporting, Financial Accounting, Tax Returns, Revenue Recognition
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2002
Master, Accounting
National Taiwan University 1995 — 1999
BA, Accounting
Edwards Lifesciences April 2015 - Present
Edwards Lifesciences November 2012 - April 2015
Moss Adams LLP June 2011 - November 2012
Loyola Marymount University August 2008 - May 2011
Loyola Marymount University 2007 - 2011
CBS Television March 2010 - August 2010
Wells Fargo August 2007 - August 2008
Skills
Outlook, Microsoft Office, Impromptu, Capital IQ, Microsoft Dynamics, Microsoft Visio, Visio, Account Reconciliation, Sarbanes-Oxley Act, Budgets, Internal Audit, Customer Service, Auditing, Internal Controls, Accounting, Finance
Education
Loyola Marymount University 2007 — 2011
BS, Accounting
Mark Keppel High School 2004 — 2007
ACT Capital Advisors June 2015 - Present
Vanderslice Capital Partners November 2009 - Present
Association for Corporate Growth - Seattle Chapter 2010 - January 2013
STI Fleet Services August 2008 - November 2009
Clothier & Head June 2005 - July 2008
Vanderslice Consulting Group LLC January 1996 - May 2005
Moss Adams LLP January 2001 - December 2004
Management Design Associates January 1980 - December 1990
Deloitte January 1977 - January 1980
Skills
Mergers, Strategy, Recruiting, Private Equity, Business Development, Leadership, Management, Sales, Due Diligence, Financial Reporting, Venture Capital, Investment Banking, Financial Analysis, Financial Modeling, Small Business, Corporate Development, Valuation, Strategic Financial..., Risk Management, Consulting
Education
Penn State University 1973 — 1975
MPA, Public and Business Administration
Muhlenberg College 1968 — 1973
BA, Political Science
Jersey City Medical Center January 2012 - Present
New Jersey City University September 2010 - August 2011
Diker Management June 2008 - January 2010
Kyowa Hakko USA May 2005 - June 2008
Moss Adams LLP January 2003 - April 2004
Prestance Corporation March 2001 - November 2003
Skills
Excel, Microsoft Office, PowerPoint, Word, Customer Service, Healthcare, Cpr Certified, Hospitals, ACLS, BLS
Education
New Jersey City University 2010 — 2011
Bachelor of Science, Nursing
University of Washington 1997 — 2001
Business, Business Admin / Japan Studies
Moss Adams LLP September 2014 - Present
Northern Arizona University August 2012 - May 2014
Moss Adams LLP June 2013 - July 2013
U.S. Coast Guard March 2005 - March 2009
Skills
Microsoft Excel, Microsoft Office, Financial Accounting
Education
Northern Arizona University 2013 — 2014
Master of Business Administration (MBA), Accounting and Business Management
Northern Arizona University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting
Katrina B. Lucero CPA Accounting and Taxation Svcs LLC 2009 - Present
Grant Thornton LLP January 2009 - September 2009
Moss Adams LLP 1997 - 2009
Skills
Accounting, Financial Reporting, Auditing, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Accounting, Tax, Internal Controls, Microsoft Word, PowerPoint, Budgets, Payroll, Accounts Receivable, Tax Preparation, Bookkeeping, GAAP, US GAAP
Education
New Mexico Highlands University 1992 — 1997
Bachelor of Business Administration (BBA), Accounting
Moss Adams LLP October 2012 - Present
Skills
US GAAP, Internal Controls, Accounting, Auditing, Financial Reporting, QuickBooks, Audits of Employee..., GAAP, Microsoft Excel, SEC filings, Assurance, Access, Sarbanes-Oxley Act, PowerPoint, Microsoft Office, Tax Research
Education
Loyola Marymount University 2008 — 2012
Bachelor of Science (BS), Accounting
Barclays Investment Bank July 2015 - Present
Barclays Investment Bank June 2014 - August 2014
PIMCO November 2010 - July 2013
Moss Adams LLP April 2008 - November 2010
KPMG January 2008 - April 2008
Skills
Financial Reporting, Investment Management, Financial Risk, Finance, Mergers & Acquisitions, Private Equity, Internal Audit, Asset Management, Financial Modeling, Auditing, Financial Analysis, Business Valuation, Valuation, Bloomberg, PowerPoint
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2005 — 2007
B.A.
Clean Slate Group April 2014 - Present
Big Brothers Big Sisters of Gallatin County October 2012 - Present
It Starts With Me Health Solutions September 2013 - April 2014
TwoMedicine Health & Financial Fitness October 2011 - August 2013
Moss Adams LLP June 2007 - May 2011
Moss Adams LLP May 2006 - August 2006
Murdoch's Ranch & Home Supply 2005 - 2006
Skills
Financial Reporting, Accounting, Auditing, US GAAP, Internal Controls, Audit, Financial Accounting, SOX, Financial Statements, Financial Audits, Financial Analysis, Finance, Nonprofits, Tax, Sarbanes-Oxley Act, Analysis, Cost Accounting, GAAP, CPA, QuickBooks, SEC filings, General Ledger
Education
Montana State University-Bozeman 2006 — 2007
Masters, Accounting
Montana State University-Bozeman 2002 — 2006
B.S., Accounting
Capital Group April 2015 - Present
Capital Group February 2013 - March 2015
Moss Adams LLP October 2010 - January 2013
LMU Economics Department August 2007 - May 2010
Moss Adams LLP June 2009 - August 2009
Skills
CPA, ProSystem fx Tax, Income Tax, Tax Research, Tax Preparation, Accounting, Economics, Partnership Taxation, Tax Accounting, Corporate Tax
Education
Loyola Marymount University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Moss Adams LLP October 2010 - Present
Ernst & Young LLP September 2004 - October 2010
Skills
SEC filings, Internal Controls, Assurance, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Auditing, Accounting, External Audit, Revenue Recognition, CPA, Due Diligence, Financial Audits
Education
Loyola Marymount University, College of Business Administration 2000 — 2004
Bachelors of Science, Accounting
The Kroemer Company, PLC June 2010 - Present
Retired January 2010 - June 2010
Moss Adams LLP January 2007 - December 2009
Epstein Weber and Conover PLC March 2003 - December 2007
RSM Mcgladrey January 2000 - March 2003
Toback CPAs 1985 - 2000
R.L. Persinger and Company June 1982 - June 1985
Skills
Accounting, Financial Reporting, Tax, Due Diligence, Mergers, Construction Accounting, Construction Taxation, Financial Statements, Tax Preparation, Small Business, Business Planning, CPA, Auditing, Internal Controls, GAAP, Financial Analysis, QuickBooks, Financial Accounting, Sarbanes-Oxley Act, General Ledger
Education
Lynchburg College 1978 — 1982
BA, Accounting with highest honors
Smithtown West 1974 — 1978
Moss Adams LLP
Skills
GAAP, Financial Reporting, Accounting, Tax, CPA, Auditing, Internal Controls, Tax Preparation, SEC filings, Tax Research, Income Tax, US GAAP, Corporate Tax, Tax Accounting, Partnership Taxation, Assurance, Financial Statements, Sarbanes-Oxley Act
Education
Michigan State University
BA
The Carlyle Group January 2013 - Present
The Carlyle Group October 2011 - December 2012
Reznick Group October 2010 - September 2011
Moss Adams LLP October 2007 - August 2010
Baker Tilly Virchow Krause, LLP September 2005 - October 2007
Education
Marquette University
U.S. Bank Equipment Finance November 2006 - Present
Clark County Department of Assessment & GIS September 2004 - October 2006
Moss Adams LLP September 2001 - September 2004
Skills
Appraisals, Valuation, Portfolio Management, Financial Analysis, Asset Managment, Loans, Finance, Financial Modeling, Risk Management, Asset Allocation, Forecasting, Financial Structuring, Financial Services, Banking, Due Diligence, Contract Negotiation, Analysis
Education
Marylhurst University - MBA 2003 — 2006
MBA, Business Administration and Management, General
Portland State University - School of Business 1999 — 2001
Finance, Finance, General
Engineered Tax Services February 2015 - Present
Hagerty Brothers Company January 2014 - February 2015
Hagerty Brothers Company January 2014 - February 2015
A.R. Coffeen Company June 2009 - February 2015
Moss Adams LLP August 2010 - December 2013
University of New Mexico August 2007 - May 2010
Front Range Raynor Overhead Door August 2005 - August 2007
Fastenal January 2005 - August 2005
Decorah Bicycles August 2000 - January 2005
Skills
Tax, SketchUp, Proposal Writing, Photography, Graphic Design, Social Media, AutoCAD, Planning, Photoshop, InDesign, Illustrator, Microsoft Office, Accounting, Green Building, LEED, Cost Segregation, Architecture, Landscape Architecture, Project Planning, Microsoft Excel, Microsoft Word, Analysis, Leadership, Project Management, Marketing, Sustainability, Architectures, Construction Management
Education
The University of New Mexico 2007 — 2010
MLA, Master of Landscape Architecture
Luther College 2000 — 2004
BA, Management, Economics
Presbyterian Health Plan February 2014 - Present
Moss Adams LLP December 2005 - February 2014
Moss Adams LLP January 1996 - February 2014
Office of Special Trustee for American Indians October 2004 - December 2005
KPMG LLP January 1996 - September 2004
Skills
Accounting, SEC filings, CPA, GAAP, US GAAP, Internal Controls, Auditing, Financial Reporting, Analysis, Forecasting, Leadership, Budgets, Financial Accounting, Assurance, Tax Research
Education
New Mexico State University 1992 — 1996
Bachelor of Accountancy, Accounting
Reserve High School
Amazon September 2014 - Present
Amazon April 2013 - September 2014
KPMG Audit November 2010 - April 2013
Moss Adams LLP June 2009 - August 2009
Intrepid Potash, Inc. May 2009 - June 2009
Intrepid Potash NM LLC June 2008 - August 2008
Skills
US GAAP, Internal Controls, SEC filings, Auditing, GAAP, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Big 4, CPA, Due Diligence, Business Valuation
Education
University of Washington, Michael G. Foster School of Business 2005 — 2010
Bachelors of Business Administration, Finance, Accounting
New Mexico State University 2007 — 2009
Moss Adams LLP May 2015 - Present
Grant Thornton LLP March 2011 - April 2015
Terry Financial Consulting Services, LLC January 2010 - March 2011
Deloitte 1992 - 2010
Skills
Mergers, Mergers & Acquisitions, Management Consulting, Forecasting, Due Diligence, Strategic Planning, Corporate Finance, Internal Controls, Private Equity, Financial Reporting, Accounting, Strategy, Financial Analysis, SEC filings, Auditing, Divestitures, Financial Modeling, US GAAP, Business Valuation, Sarbanes-Oxley Act, GAAP, Managerial Finance, IFRS, Restructuring, CPA, Tax
Education
Miami University 1989 — 1992
BS, Accounting
Maleria No More August 2015 - Present
Seattle Animal Shelter August 2012 - Present
PTSO April 2013 - February 2015
Seattle Symphony February 2011 - July 2012
Jo Austin Professional Accounting Services January 2004 - January 2011
Bill & Melinda Gates Foundation June 1999 - January 2004
Moss Adams LLP January 1998 - May 1999
United Way of King County March 1990 - October 1997
Skills
Non-profits, Accounting, Microsoft Excel, Microsoft Office, Variance Analysis, Internal Controls, Budgets, Financial Analysis, Full-Charge Bookkeeping, Fixed Assets, Payroll, Account Reconciliation, Accounts Receivable, Accounts Payable, Customer Service, General Ledger, Microsoft Word, Nonprofits, QuickBooks, Revenue Recognition, Outlook, Financial Reporting, Analysis, Managerial Finance, GAAP, Management, Financial Modeling, Strategic Planning, CPA, Process Improvement, Financial Accounting, Financial Statements, Great Plains Software, Tax Preparation
Education
North Seattle Community College 1990 — 1995
Equivalent to Associate's Degree, Accounting, 3.9 GPA
Bridge Steps dba The Bridge 2011 - Present
Philip Vogel & Co. PC 2008 - 2010
Moss Adams LLP October 2005 - September 2008
Kingston Healthcare April 2004 - October 2005
KPMG 2001 - 2003
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, US GAAP, GAAP, QuickBooks, General Ledger, Financial Statements, Sarbanes-Oxley Act, Tax Preparation, Financial Accounting, Financial Audits, Internal Audit, CPA, Finance
Education
Santa Fe University of Art and Design 2003 — 2004
BBA, Accounting
New Mexico State University 1997 — 2000
Accounting
Moss Adams LLP November 2014 - Present
Moss Adams LLP July 2014 - November 2014
Moss Adams LLP November 2012 - July 2014
Sidley Austin LLP March 2012 - November 2012
Dewey & LeBoeuf LLP September 2006 - March 2012
Skills
Tax Law, International Tax, Corporate Tax, Tax, Tax Accounting
Education
New York University School of Law 2005 — 2006
Master of Laws (LLM), Taxation
Loyola University New Orleans School of Law 2002 — 2005
Doctor of Law (JD), Law
Tulane University 1999 — 2000
Master's degree, Accounting
Tulane University 1995 — 1999
Bachelor's degree, Accounting and Finance
Vanguard August 2015 - Present
Peoria Nissan December 2014 - June 2015
Moss Adams LLP June 2014 - August 2014
NAU Campus Recreation Services August 2013 - June 2014
Walmart January 2013 - August 2013
Cracker Barrel May 2012 - September 2012
Arizona Precision Sheet Metal February 2011 - April 2011
Skills
Customer Service, PowerPoint, Accounting, Microsoft Excel, Social Networking, Team Leadership, Microsoft Office, Manufacturing, Fast Learner, Respect, Ethics, Microsoft Word, Organizing, Information Discovery, Troubleshooting, Talking Points, Cash Handling Experience, Motorcycles, Cars, Planning, Team Management, Discipline, Sheet Metal, Mathematics, Hardware, Internet, Cashiering, Time Management, Sales, Public Speaking
Education
Northern Arizona University 2011 — 2014
Bachelor's Degree, Finance, 3.01/4.0
Margolin, Winer & Evens LLP August 2013 - Present
Moss Adams LLP September 2012 - July 2013
Montana State University August 2011 - May 2012
Restaurant Solutions, Inc. March 2011 - August 2011
Skills
Accounting, Financial Reporting, GAAP, Tax Preparation
Education
Montana State University-Bozeman 2011 — 2012
Master's Degree, Accounting
Montana State University-Bozeman 2005 — 2010
Bachelor's Degree, Accounting
The University of Sheffield 2007 — 2008
Study Abroad
Sandia National Laboratories May 2013 - Present
Moss Adams LLP January 2011 - May 2013
Lauterbach & Borschow Co., CPA January 2010 - January 2011
Skills
Internal Controls, Assurance, Auditing, Financial Analysis, Microsoft Excel, Internal Audit, Accounting, CPA, US GAAP, Risk Management, Microsoft Word, Government, Financial Accounting, Financial Reporting, General Ledger, GAAP, External Audit
Education
New Mexico State University 2010 — 2011
Master of Accountancy, Accounting
New Mexico State University 2004 — 2009
Bachelor of Accountancy, Accounting and Finance
Moss Adams LLP June 2015 - Present
Moss Adams LLP February 2013 - Present
Skills
Microsoft Office, Strategic Planning, PowerPoint, Marketing, Microsoft Excel, Event Planning, Public Speaking, Social Media, Social Networking, Public Relations, Microsoft Word, Time Management
Education
New Mexico Highlands University 2013 — 2015
Master of Business Administration (MBA), Human Resources
The University of New Mexico 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
BeachFleischman PC August 2014 - Present
Northern Arizona University October 2011 - July 2014
Certified Inspection Service May 2007 - July 2014
Northern Arizona University May 2013 - August 2013
Moss Adams LLP January 2013 - March 2013
Walmart September 2010 - February 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Social Media, Public Speaking, Teamwork, Windows, English, Bookkeeping, Auditing, Management, Budgets, Accounting, Financial Accounting
Education
Northern Arizona University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration, accounting emphasis, 3.8
Northern Arizona University 2009 — 2013
Bachelor of Science (BS), Accounting, 3.54
Sandia National Laboratories August 2015 - Present
Moss Adams LLP January 2014 - August 2015
Skills
Financial Reporting, Financial Accounting, Accounting, GAAP, Internal Controls
Education
New Mexico State University 2013 — 2013
Master's of Accountancy, Accounting
New Mexico State University 2010 — 2013
Bachelor's of Accountancy, Accounting
Arbela Technologies May 2012 - Present
Taller San Jose 2013 - Present
Collins Computing March 2010 - April 2012
RSM McGladrey October 2007 - March 2010
Iteration2 2003 - 2005
IBM Global Services 2000 - 2003
Columbus IT 1997 - 2000
Moss Adams LLP 1990 - 1993
Grant Thornton 1987 - 1990
Management Design Associates 1983 - 1987
Skills
Axapta, Microsoft Dynamics, IT Strategy, Business Analysis, Enterprise Software, SaaS, Cloud Computing, Solution Selling, Integration, Solution Architecture, Business Process Design, Requirements Analysis, Software Project..., IT Management, Management Consulting, Change Management, Business Process..., ERP Implementations, Software Development, Microsoft Technologies, Account Management, Project Management, Strategic Planning, Requirements Gathering, Process Improvement, Business Strategy, Systems Analysis, Microsoft CRM, Business Process..., Data Migration, SQL, Management, Product Management, Leadership, EDI, Databases, Enterprise Architecture, Strategy, SDLC, Project Portfolio..., E-commerce, Software Industry, Team Leadership, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1979 — 1981
MBA, Business
Loyola Marymount University, College of Business Administration 1974 — 1978
BA, Management
Moss Adams LLP January 2008 - Present
Education
Northwestern Oklahoma State University 1985 — 1988
Bachelor's degree, Accounting
Saatchi & Saatchi LA January 2015 - Present
Redondo Beach Unified School District August 2014 - January 2015
Study Hut Tutoring August 2014 - January 2015
Academic Resource Center at Loyola Marymount Universtiy September 2012 - May 2014
Live Nation September 2013 - December 2013
CMT May 2013 - August 2013
AOE/Rondor Music/Universal Music Publishing Group January 2013 - May 2013
'stache Media/RED Distribution, a division of Sony Music Entertainment September 2012 - December 2012
Warner Music Nashville June 2012 - August 2012
Moss Adams LLP July 2012 - July 2012
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Cashiering, Time Management, Microsoft Office, Retail, Teamwork, Accounting, Sales, Merchandising, Inventory, Filing, Microsoft Access..., Music Industry, Social Media Marketing, Facebook, Twitter, Project Management, Human Resources, Strategic Human..., Music, Team Leadership, Social Media, Marketing, Leadership, Research, Spanish, Social Networking, Event Planning, Entertainment, Management, Event Management
Education
Loyola Marymount University, College of Business Administration 2010 — 2014
Bachelor of Business Administration (B.B.A.) Management (HR), Marketing Emphasis
Redondo Union High School 2006 — 2010
Airstreams Renewables, Inc. July 2015 - Present
Airstreams Renewables, Inc September 2014 - July 2015
Burkey, Cox, Evans & Bradford May 2014 - September 2014
Moss Adams LLP November 2011 - April 2014
Skills
Accounting, US GAAP, Assurance, External Audit, Audits of Employee..., Internal Controls, M&D, Financial Reporting, Financial Statement..., GAAP, Risk Management, Auditing, Microsoft Office, Microsoft Excel, Financial Accounting
Education
Loyola Marymount University 2009 — 2011
Bachelor of Science (B.S.), Accounting
Loyola Marymount University, College of Business Administration 2009 — 2011
Bachelor of Science (B.S.), Accounting
Glendale City College 2005 — 2007
Dumb Friends League July 2014 - Present
Moss Adams LLP August 2013 - April 2014
Impulse Theater December 2011 - June 2013
OppenheimerFunds November 2012 - April 2013
Acclaim Mortgage, Inc August 2010 - October 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Adobe Acrobat, QuickBooks, Outlook, Typing, Ten Key
Education
Metropolitan State University of Denver 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Moss Adams LLP May 2014 - Present
Self-Employed September 2006 - Present
Moss Adams LLP February 2014 - May 2014
Mission Minded March 2013 - December 2013
Groupon January 2011 - May 2012
Groupon August 2010 - January 2011
Whole Foods Market August 2009 - August 2010
The A.V. Club Chicago January 2009 - May 2009
Venus Zine September 2007 - March 2008
UR Chicago January 2007 - April 2007
Skills
Blogging, Editing, Facebook, Editorial, Proofreading, Social Media Marketing, Marketing, Social Media, Nonprofits, Journalism, Copy Editing, Newsletters, Publications, Books, Fact-checking, Creative Writing, Copywriting, AP Style, Publishing
Education
Northwestern University 2007 — 2010
B.A., Spanish
University of Chicago 2006 — 2007
iPass July 2015 - Present
Mondee, Inc. July 2014 - July 2015
BT Studios May 2011 - May 2014
Golden Gate University December 2010 - December 2011
SolutionSet July 2010 - April 2011
Moss Adams LLP January 2009 - July 2010
BDO Seidman, LLP September 2005 - January 2009
Skills
Accounting, Revenue Recognition, Auditing, CPA, Financial Audits, Sarbanes-Oxley, Assurance, SEC filings, GAAP, FASB, General Ledger, External Audit, Financial Reporting, Financial Analysis, Start-ups, Internal Controls, Financial Statements, Financial Accounting, US GAAP, Cash Flow, Variance Analysis, Internal Audit, Corporate Tax, Tax Accounting, Managerial Finance, Account Reconciliation, Accounts Payable, Consolidation, QuickBooks, Cash Management, IFRS, Cost Accounting, Financial Modeling, Valuation, Forecasting, Sarbanes-Oxley Act, Finance, Restructuring, Tax, Income Tax, Mergers & Acquisitions, Due Diligence, Preparation, Strategic Financial..., Payroll, Tax Preparation, Accounts Receivable, Sales Tax, Corporate Finance, Fixed Assets
Education
New York University
San Francisco State University
Republic Services June 2015 - Present
Republic Services February 2014 - June 2015
Moss Adams LLP September 2012 - January 2014
Northern Arizona University December 2010 - September 2012
Western Refining May 2011 - August 2011
Northern Arizona University August 2010 - May 2011
Ameriprise Financial Services, Inc. December 2009 - May 2010
United States Air Force May 2009 - August 2009
Skills
Emergency Management..., QuickBooks, Auditing, Internal Controls, Accounts Receivable, CPA
Education
Northern Arizona University 2011 — 2012
MBA with an accounting emphasis
Northern Arizona University, College of Business Administration 2009 — 2011
Accounting
University of Dubuque 2008 — 2009
Accounting
The Watson CPA Group January 2015 - April 2015
Henslee, Halle and Associates, P.C. January 2005 - October 2014
Moss Adams LLP January 2000 - June 2003
Brink and Sadler January 1997 - December 1999
Ernst & Young January 1995 - July 1996
Skills
Auditing, Accounting, Financial Accounting, Tax, CPA, Partnership Taxation, Small Business, Financial Reporting, Financial Statements, QuickBooks, Management, Payroll, Financial Audits, Tax Research, General Ledger, GAAP, Internal Controls, Financial Analysis, Forecasting, Estate Tax Planning, Finance, Strategic Financial..., Mergers & Acquisitions, Accounts Receivable
Education
San Francisco State University, College of Business 1990 — 1992
MBA, Accounting
Northern Illinois University 1986 — 1989
B.S., Finance
LDR Strategies March 2012 - Present
Moss Adams LLP May 2008 - February 2012
Cejka Search February 2005 - April 2006
St. Louis 2004 January 2000 - September 2004
Coca-Cola June 1997 - December 1999
Brown Group June 1993 - June 1997
LEGO April 1988 - December 1992
Skills
Marketing Strategy, Leadership, Direct Marketing, Brand Management, Strategic Partnerships, Team Leadership, Marketing, Public Relations, Strategic Planning, Product Management, Social Media, Advertising
Education
Michigan State University - The Eli Broad College of Business 1985 — 1988
MBA, Marketing
University of Missouri-Columbia 1982 — 1985
Bachelor’s Degree, Accountancy
Baker Tilly Virchow Krause, LLP October 2014 - Present
Moss Adams LLP July 2014 - October 2014
Moss Adams LLP August 2012 - July 2014
WeiserMazars LLP September 2011 - July 2012
WeiserMazars LLP September 2009 - September 2011
Skills
GAAP, Forensic Accounting, Accounting
Education
Loyola University of Chicago 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and International Business
Bethel Music March 2011 - Present
Katie Langenberg Bookkeeping June 2010 - April 2012
Moss Adams LLP January 2009 - June 2010
Michael Henry Associates, CPA, PC January 2005 - January 2009
Skills
QuickBooks, Financial Accounting, Tax, Tax Preparation, Accounting, Financial Statements, Tax Research, Auditing, Financial Reporting, Income Tax, Corporate Tax
Education
Northwest Christian University 2007 — 2008
BA, Accounting
Menlo College, Menlo School August 2012 - May 2015
Moss Adams LLP June 2014 - August 2014
Lombardia Capital Partners December 2012 - January 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Time Management, Teamwork, Public Speaking, Research, Social Media, Event Planning, Photoshop, Public Relations, Advertising, Event Management, Marketing Strategy, Marketing, Fundraising, Management, Social Media Marketing, Leadership, Facebook, Social Networking, Accounting, Coaching, Team Leadership
Education
Menlo College 2011 — 2015
Bachelor of Science, Business Management, Accounting
Moss Adams LLP October 2014 - Present
Plante Moran August 2013 - August 2014
Growing Hope November 2010 - March 2012
Growing Hope November 2009 - November 2010
Skills
Budget, Management, Finance, Payroll, Invoicing, Non-profits, Accounting, Strategic Planning, Microsoft Office, Editing, Research, Budgets
Education
Walsh College of Accountancy and Business Administration 2012 — 2013
Masters of Accountancy
Michigan State University 2000 — 2004
Bachelor of Science, Psychology
Moss Adams LLP January 2005 - November 2012
Washington Mutual Bank 2002 - 2004
Washington Mutual Bank 2000 - 2002
Washington Mutual Bank 1999 - 2000
Washington Mutual Bank 1997 - 1999
Starbucks Coffee Company 1997 - 1997
First Interstate Bank, NW Region 1992 - 1996
Skills
Leadership Development, Succession Planning, Instructional Design, Performance Management, Organizational..., Change Management, Talent Management, Leadership, Career Development, Training, Employee Training, Management Consulting, Business Development, Employee Relations, Workshop Facilitation, Internal Communications, Program Management, Personnel Management, Employee Engagement, Event Management, Management, Organizational..., Team Leadership
Education
Miami University
BS, Bus. Admin/Marketing
BMC HealthNet Plan/Well Sense Health Plan August 2014 - June 2015
UTi Worldwide Inc. May 2013 - June 2014
UTi Worldwide Inc. November 2012 - May 2013
Moss Adams LLP July 2010 - October 2012
Moss Adams LLP February 2008 - July 2010
Michigan Democratic Party February 2007 - January 2008
Michigan Democratic Party August 2006 - December 2006
Skills
Accounts Payable, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Administrative..., Event Planning
Education
Michigan State University 2003 — 2007
Bachelor of Arts, International Relations
Moss Adams LLP January 2015 - Present
Moss Adams LLP October 2011 - January 2015
Ernst & Young November 2004 - October 2011
Skills
International Tax, Corporate Tax, Transfer Pricing, Financial Reporting, Tax, Financial Analysis, Economics, Income Tax, Accounting, Due Diligence, Valuation
Education
UNSW Australia 2000 — 2002
Graduate Diploma
UNSW Australia 1998 — 1999
Master of Commerce
Macquarie University 1995 — 1997
Bachelor of Economics
Institute of Chartered Accountants in Australia
Plum Creek Timber Company October 2002 - Present
Moss Adams LLP September 2001 - September 2002
Skills
Internal Controls, Auditing, Accounting, Internal Audit, Financial Reporting, Budget
Education
Montana State University-Bozeman 2000 — 2001
Masters, Master of Professional Accountancy
Montana State University-Bozeman 1996 — 2000
BS, Bachelor of Science in Business- Accounting
Moss Adams LLP March 2015 - Present
Quintiles 2011 - February 2015
Outcome Sciences, Inc May 2008 - December 2011
Outcome August 2006 - May 2008
The Jockey Store June 2003 - August 2006
Skills
Trade Shows, Advertising, Management, Project Management, Project Planning, Copy Editing, Event Management, Marketing Strategy, Marketing, Marketing Communications, Software Documentation, Event Planning, Email Marketing, Market Research
Education
New England College 2002 — 2006
Bachelor of Arts degree, Studio Art
Moss Adams LLP July 2014 - Present
Moss Adams LLP March 2008 - July 2014
Deloitte March 2003 - March 2008
VMC Consulting November 2004 - March 2005
Deloitte November 2000 - July 2004
AOC/Millennium Staffing June 1999 - November 2000
Education
Marquette University 1995 — 1999
Moss Adams LLP May 2007 - Present
Grant Thornton LLP August 2005 - May 2007
G&J Seiberlich & Co LLP June 2004 - June 2005
Precision Hearing Aid Center June 2002 - February 2004
Cybermill Clubhouse January 2002 - June 2002
Education
Sonoma State University 2002 — 2005
Bachelor of Science, Cum Laude, Business Administration, Accounting Concentration, With Distinction, 3.73 overall GPA
Napa Valley College 1999 — 2002
Associate of Arts (AA), Natural Sciences and Mathematics, With Honors; General Education, With Honors
Moss Adams LLP September 2015 - Present
Curtis Consulting Group, Inc. 1999 - August 2015
Premera Blue Cross 1990 - 1999
Skills
Microsoft SQL Server, SDLC, Software Project..., SQL, XML, Agile Methodologies, C#, Software Development, T-SQL, Business Analysis, .NET, JavaScript, Ruby on Rails, ActiveRecord, MVC Architecture, ASP.NET Web API, JSON
Education
North Seattle College 1986 — 1989
AAS, Information Technology
Oxford Life Insurance Company March 2014 - Present
Kelly Services January 2013 - Present
Moss Adams LLP June 2012 - December 2012
Self Employed June 2008 - May 2012
Moss Adams LLP April 2007 - June 2008
Starwood Hotels & Resorts Worldwide, Inc. January 2004 - April 2007
Skills
Quickbooks Certified..., Accounting, Financial Reporting, Auditing, Financial Accounting, QuickBooks, GAAP, Microsoft Word, Budgets, Tax, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Finance, Invoicing
Education
Northern Arizona University-The W. A. Franke College of Business 1982 — 1987
BS, ACCOUNTANCY
Moss Adams LLP January 2000 - Present
Skills
Accounting, Financial Reporting, CPA, Internal Controls, Business Acquisition, Cash Flow, Procurement, Auditing, Financial Modeling, Financial Audits, US GAAP, Assurance, GAAP, Revenue Recognition, Budgets, SEC filings, General Ledger
Education
Northern Michigan University 1992 — 1996
BS, Accounting
Bluewater - Consulting. Learning. Talent Management. March 2015 - Present
Aon Hewitt August 2013 - February 2015
Symetra Financial November 2011 - August 2013
Moss Adams LLP September 2009 - November 2011
Safeco 2006 - 2008
Safeco 2005 - 2006
Skills
Learning Management..., Blended Learning, User Experience, User Interface Design, User Acceptance Testing, End User Training, Usability, System Administration, Systems Analysis, System Deployment, Performance Management, Talent Management, Technical Writing, Vendor Management, Project Management, Technical Support, Technical Documentation, Web Design, Communication Skills, Product Optimization, Landing Page..., SharePoint, Training, Leadership, Program Management, Management, Content Management, Strategy, Enterprise Software, Consulting, Analysis
Education
North Seattle College 1993 — 1994
Computer Science
Seattle Central Community College 1989 — 1991
Commercial Photography
Gannett Publishing Services August 2014 - Present
The Greenville News Media Group October 2012 - August 2014
The Greenville News Media Group October 2009 - September 2012
JPMorgan Chase/Washington Mutual August 2008 - February 2009
Washington Mutual, Inc. September 2005 - August 2008
Moss Adams LLP October 2001 - September 2005
BidCrawler.com, Inc. March 2000 - April 2001
Tava / RW Beck LLC September 1998 - January 2000
Airborne Express 1986 - 1998
Skills
•M/S Office..., Adobe Creative Suite..., After Effects, Flash, Joomla!, Adtech, Genesys, SharePoint, Salesforce.com, Premiere Pro, Organizing, Multimedia, Attention To Detail, Customer Satisfaction, Problem Solving, Premiere, Advertising, Advertising Sales, Adobe Creative Suite, Sales, Email Marketing, Cold Calling, CRM, Management, Software Documentation, Social Media, Online Advertising, Training
Education
ITT Technical Institute 2009 — 2011
Associate of Applied Science, Visual Communications/Graphic Design
North Seattle Community College 1994 — 1996
Microcomputer Applications
MindLab, Inc Senior Financial AnalysisHoneywell, Inc.October 2000 - January 2004
Moss Adams LLP October 1998 - October 2000
Skills
Financial Analysis, Strategic Financial..., Accounting, Asset Management, Entrepreneurship, Investments, Portfolio Management, Strategic Planning, Finance, Financial Planning, Small Business, Due Diligence, Financial Modeling, Microsoft Office, Public Speaking
Education
Loyola Marymount University, College of Business Administration 1994 — 1998
Accouning
City of San Diego February 2015 - Present
Self March 2004 - Present
Moss Adams, LLP December 2004 - December 2014
Sutherland & Associates 2001 - 2004
Skills
Accounting, Financial Reporting, GAAP, Auditing, Internal Controls, General Ledger, Financial Accounting, Tax, QuickBooks, CPA, Financial Analysis, US GAAP, Cost Accounting, Budgets, Financial Statements
Education
National University
Bachelor's Degree, Accountancy, Cum Laude
CFO Selections 2012 - Present
Chase Violins, LLC 2012 - Present
Colleen Chase Accounting 2007 - Present
Western Recreational Vehicles, Inc. February 2006 - April 2007
The Dolsen Companies July 2002 - February 2006
Moss Adams LLP 2000 - 2002
Education
Montana State University-Bozeman 1997 — 2000
M.P.Ac., Accounting
Fulbright Fellowship 1986 — 1987
Ethnomusicology - Indonesia
Oberlin College 1980 — 1983
B.A., English
Moss Adams LLP 1997 - Present
Swinomish Indian Tribal Community 1991 - 1997
Hualapai Tribe 1988 - 1991
Henry & Horne, LLP 1982 - 1988
Skills
GAAP, Auditing, Budgets, Government, Finance, US GAAP, Internal Controls, Assurance, CPA, SEC filings, Management Consulting
Education
Michigan State University 1976 — 1980
BA, Accounting
McDonough Corporation September 2013 - Present
Grant Thornton, LLP October 2011 - September 2013
Grant Thornton LLP October 2009 - October 2011
Moss Adams LLP June 2008 - July 2008
Arizona Game and Fish Department 2006 - 2006
Skills
GAAP, SEC filings, Internal Controls, Accounting, Auditing, Financial Reporting, Sarbanes-Oxley Act, External Audit, Financial Accounting, US GAAP, OMB Circular A-133, Financial Analysis, Revenue Recognition, Financial Statements, Accounting Research, Transportation, Retail, Government Accounting, Manufacturing, Audits of Employee..., Payroll
Education
Texas A&M University-Corpus Christi 2014 — 2014
Master of Business Administration (MBA)
Northern Arizona University, College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Accountancy
Northern Arizona University, College of Business Administration 2005 — 2009
Bachelor of Science (B.S.), Finance
Moss Adams LLP January 2014 - Present
Moss Adams LLP January 2012 - December 2013
El Paso Electric Co December 2008 - December 2011
Skills
Financial Analysis, Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, US GAAP, Assurance, Financial Accounting, Sarbanes-Oxley Act, External Audit, Financial Statements, Tax Preparation, Tax, Microsoft Excel, General Ledger, Income Tax, Microsoft Office
Education
New Mexico State University 2010 — 2011
Master's degree, Accounting
New Mexico State University 2006 — 2009
Bachelor's degree, Accounting
Henslee, Halle & Associates PC January 2007 - Present
Moss Adams LLP January 2000 - June 2002
Education
San Francisco State University 1990 — 1992
Masters in Business Administration, Accounting
Northern Illinois University 1986 — 1989
Bachelor in Science, Finance
Northwest Marine Industries LLC March 2013 - Present
Home May 2011 - Present
Thaxton's Financial Services January 2010 - Present
Pacific Crest Savings Bank May 2010 - December 2010
Moss Adams LLP January 2006 - April 2010
Skills
GAAP, Accounting
Education
Metropolitan State University of Denver 2002 — 2005
BS, Accounting
Moss Adams LLP July 2014 - Present
Moss Adams LLP September 2008 - Present
Education
Montana State University-Bozeman 2003 — 2008
MPAc, Accounting
Schrader Cellars July 2013 - April 2015
Moss Adams LLP August 2012 - July 2013
Rabanal & Smith December 2008 - July 2012
V. Sattui Winery September 1998 - November 2008
Skills
Financial Statements, CPA, Assurance, US GAAP, GAAP, External Audit, Revenue Recognition, Internal Controls, Auditing
Education
Missouri Baptist University 1994 — 1998
BS, Accounting
BDO USA, LLP June 2014 - Present
BDO USA, LLP June 2014 - July 2015
Moss Adams LLP September 2012 - April 2014
PwC June 2011 - September 2012
PwC January 2009 - June 2011
Skills
US GAAP, CPA, Corporate Tax, Tax Research, Tax
Education
New York University 2003 — 2007
BS, Accounting
Moss Adams January 2013 - Present
Moss Adams LLP January 2011 - December 2012
Steven P Massari, CPA December 2009 - January 2011
Red Bull May 2009 - October 2009
FUEL TV July 2008 - May 2009
Spyder Surf Shop September 2006 - May 2009
Loyola Marymount University November 2005 - May 2007
Luwa USA, Inc. May 2006 - October 2006
Skills
Accounting, GAAP, Research, US GAAP, SEC Filings, Auditing, Internal Controls, Financial Reporting
Education
Loyola Marymount University, College of Business Administration 2005 — 2009
Bachelor of Science, Accounting
John Felice Rome Center 2008 — 2008
n/a, Italian Culture
Richardson Kontogouris Emerson LLP September 2006 - Present
Deloitte December 2005 - September 2006
Moss Adams LLP June 2004 - November 2005
Skills
Corporate Tax, Tax Research, Tax, Income Tax, Tax Accounting, Tax Preparation, Partnership Taxation, CPA, Financial Reporting, GAAP, Auditing, Accounting, Financial Accounting, Internal Controls, Tax Returns
Education
Loyola Marymount University 2000 — 2004
Bachelor of Science (B.S.), Accounting
Sacred Heart High School
University of Southern California
MBT (in progress)
Starwood Hotels & Resorts Worldwide, Inc. August 2014 - Present
Moss Adams LLP June 2013 - August 2014
Moss Adams LLP July 2011 - August 2014
Northern Arizona University August 2010 - May 2011
Northern Arizona University August 2010 - May 2011
Canyon R.E.O. March 2010 - August 2010
Skills
Accounting, GAAP, QuickBooks, Financial Accounting, Auditing, Financial Reporting, Internal Controls, Assurance, CCH ProSystem fx, Tax Preparation, Sarbanes-Oxley Act, Internal Audit, Income Tax, CPA, Tax, SEC filings, US GAAP
Education
Northern Arizona University, College of Business Administration 2010 — 2011
MBA, Accounting
Northern Arizona University 2008 — 2010
B.S. Accounting, Accounting
Richardson Kontogouris Emerson LLP July 2008 - Present
Lautze & Lautze 2009 - 2011
Moss Adams LLP 2006 - 2008
Skills
Tax Research, CPA, Tax, Tax Preparation, Accounting, Mergers & Acquisitions, Partnership Taxation, Tax Accounting, Tax Returns, QuickBooks, Corporate Tax, Financial Reporting, Income Tax, GAAP, ProSystem fx Tax, Auditing, Internal Controls, US GAAP, SEC filings, General Ledger, Financial Accounting
Education
University of Southern California 2013 — 2013
Master of Business Taxation (in-progress), Taxation
Loyola Marymount University 2002 — 2006
Bachelor of Science, Accounting
Bellevue High School 1998 — 2002
Moss Adams LLP January 2013 - Present
Skills
Tax Accounting, Corporate Tax, Tax
Education
National Taiwan University
Bachelor, Law
San Jose State University
Master, Tax
Univeristy of Wisconsin
Master, Legal Study
Moss Adams LLP June 2014 - Present
Moss Adams LLP November 2012 - June 2014
SingerLewak LLP January 2011 - September 2012
SingerLewak LLP November 2009 - December 2010
OUM June 2008 - August 2008
Kumon September 2001 - June 2007
Skills
Auditing, US GAAP, Financial Audits, Microsoft Office, Cantonese, Financial Accounting, Journal Entries, Internal Audit, Variance Analysis, CCH ProSystem fx, Accounting, Caseware, SOX 404, C-Corp, Research, Checkpoint, PwC Comperio, Microsoft Excel, Financial Reporting, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
Bachelor of Science, Business Administration
National Taiwan University 2009 — 2009
Business Chinese
Napa Valley College 2005 — 2007
Laguna Development Corporation January 2011 - Present
Moss Adams LLP August 2010 - December 2010
Grant Thornton LLP January 2005 - July 2010
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Financial Audits, Managerial Finance, Financial Accounting, Budgets, Forecasting, Auditing, Cash Flow, Sarbanes-Oxley Act
Education
University of Miami - School of Business 2002 — 2003
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
New Mexico State University 1996 — 2000
Bachelor's degree, Accounting
Moss Adams LLP June 2014 - Present
Montana State University August 2013 - May 2014
Skills
Accounting, Financial Accounting, Financial Reporting, Tax, Auditing, Bookkeeping, Microsoft Excel, Income Tax, Tax Preparation, Accounts Payable, Accounts Receivable, Financial Statements, Conflict Resolution, Inclusive Leadership
Education
Montana State University-Bozeman 2014 — 2015
Master of Professional Accountancy
Montana State University-Bozeman 2010 — 2014
Bachelor of Science (BS), Accounting
Axiom CPAs and Business Advisors LLC 2015 - Present
NM Office of the State Auditor April 2013 - September 2015
Moss Adams LLP September 2010 - September 2012
NM State Auditor's Office May 2008 - September 2010
Skills
Auditing, Financial Statements, Financial Audits, US GAAP, Internal Controls, Financial Reporting, External Audit
Education
New Mexico Highlands University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Loyola Marymount University January 2014 - December 2014
Moss Adams LLP June 2014 - August 2014
Loyola Marymount University September 2011 - May 2014
Antbusters, Inc. April 2013 - July 2013
Victoria's Secret May 2012 - January 2013
Bristle Salon January 2011 - August 2011
VG Donut & Bakery June 2010 - March 2011
Education
MiraCosta College 2015 — 2016
Associate’s Degree, Business and Technology
Loyola Marymount University 2011 — 2015
Bachelor of Science (B.S.), Accounting; Concentration in Business Law
Swinburne University of Technology 2013 — 2013
International Business and Business Law
La Costa Canyon HS 2007 — 2011
Actavis plc December 2013 - Present
Sunovion Pharmaceuticals Inc. July 2007 - December 2013
Moss Adams LLP October 2006 - June 2007
Johnson Jacobson Wilcox January 2003 - August 2006
Skills
Managed Care, Pharmaceutical Sales, Pharmaceutical Industry, Urology, Sales Effectiveness, Rheumatology, Product Launch, OB/GYN, Neurology, Endocrinology, Cardiology, Allergy, Hospitals, Oncology, Capital Equipment, Dermatology, Gastroenterology, Medical Devices, Pulmonology, Selling Skills
Education
New Mexico State University
Bachelor's degree, Accounting
Moss Adams LLP June 2014 - Present
Moss Adams LLP May 2013 - June 2014
Clackamas County December 2007 - May 2013
Portland Habilitation Center Northwest September 2006 - December 2007
Randstad June 2006 - August 2006
Ajilon January 2006 - May 2006
Skills
Accounting, Grants, Financial Reporting, Financial Analysis, Auditing, Financial Statements, General Ledger, Financial Accounting, GAAP, Account Reconciliation, Internal Controls, Journal Entries, Accounts Payable, Internal Audit, SOX 404
Education
Portland State University - School of Business 2003 — 2005
Bachelor of Science (B.S.), Finance, General
Mt. Hood Community College 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Sandia National Laboratories June 2014 - Present
Moss Adams LLP July 2013 - May 2014
Moss Adams LLP July 2010 - June 2013
Moss Adams LLP August 2008 - June 2010
Skills
Dealships, Charter Schools, Internal Controls, GAAP, Auditing, Accounting, Financial Reporting, CPA, Financial Statements, GASB, Financial Audits, External Audit, US GAAP, Revenue Recognition, Financial Accounting
Education
New Mexico State University 2003 — 2008
Master's of Accountancy