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
Starbucks October 2014 - Present
Moss Adams LLP July 2013 - October 2014
Moss Adams LLP October 2011 - June 2013
Zucker Media Group, Inc. March 2010 - November 2010
Nordstrom Direct January 2009 - March 2009
Skills
Accounting, US GAAP, Financial Reporting, Auditing, Finance, CPA, Internal Controls, Financial Analysis
Education
Seattle University 2008 — 2011
Bachelor's Degree, Accounting and Marketing Double Major
Pierce College at Fort Steilacoom 2006 — 2008
Associate's Degree, Business Administration and Management, General
Burr Pilger Mayer December 2011 - Present
The Healdsburg School March 2013 - January 2015
Women for WineSense August 2011 - August 2013
Moss Adams LLP November 2002 - December 2011
Armanino McKenna LLP August 2000 - November 2002
Skills
Internal Controls, GAAP, Financial Accounting, Financial Reporting, Auditing, SEC Financial Reporting, Audits of Employee..., Wine, SEC filings, Income Tax, CPA, Financial Statements, US GAAP, Management, Assurance, Corporate Tax, Revenue Recognition, SEC Filings, Financial Analysis, Accounting, Tax
Education
St. Mary's College of California 1997 — 2000
B.S.E., Accounting, Business Administration
Saint Mary's College of California
Kritia Independent Consultants October 1997 - Present
Moss Adams LLP August 2014 - February 2015
Therapeutic Research Center November 2014 - January 2015
Tetley USA July 2013 - October 2014
Pacific Gas and Electric Company March 2013 - July 2013
Elo Touch Systems November 2012 - March 2013
LEGO Group August 2011 - November 2012
The Clorox Company July 2010 - July 2011
Apple Computer July 2008 - July 2010
Websoft Tech October 1997 - July 2010
Skills
SAP, Business Process, SAP Implementation, Sarbanes-Oxley Act, Cross-functional Team..., SAP ERP, Governance, SAP R/3, SAP APO, Security Audits, Management, Leadership, Segregation of Duties, SAP SRM, SDLC, ERP, Risk Management, Information Security, SAP Netweaver, Project Management, ECC6.0, Risk Compliance, Security Management, Analysis, Business Intelligence, Business Analysis, Enterprise Software, SAP GRC Access Control, SAP BW, Corporate Governance, Risk Governance, Project Planning, Enterprise Risk..., SOX, Compliance, GRC 5.3, Upgrades, SOD Analysis, Role Based Access..., Business Process..., Auditing, SD, RBAC, Multiple Project..., Risk Assurance, Account Management, Team Management, Organizational..., Strategic Planning
Education
Pondicherry University 2001 — 2003
Master's Course, Human Resources Management/Personnel Administration
Institute of Chartered Accountants of India 1997 — 2002
CA, Final Group 1 Cleared, Advanced A/cing, Advanced Auditing, Corportate Law and Secretarial Practice, Management A/cing & FA
University of Kerala 1997 — 2000
B.COM, Taxation, Law and Practice
Moss Adams LLP January 2014 - Present
Peak-Ryzex, Inc. May 2008 - December 2013
Semiahmoo Resort Association July 2003 - May 2008
Peter Paulsen Company February 2001 - July 2003
Skills
Project Management, Executive Travel..., Calendaring, Event Planning, Research, Web Development, Desktop Publishing, Video Editing, Social Media, Networking, General Contracting, Leasing, Parliamentary Procedure, International, Negotiation, Customer Service, Microsoft Office, Event Management, Contractors, Visio, Direct Sales, Training, Budgets, Social Networking, Public Speaking, Office Administration, Business Development, Office Management, PowerPoint, Online Research, Troubleshooting, Meeting Planning, Marketing Communications, Calendars, Travel Arrangements, Social Media Marketing, Strategic Planning, CRM, Executive Support, Team Building, Expenses
Education
San Diego State University-California State University 1982 — 1984
Post-Graduate Work, Recombinant DNA
San Diego State University-California State University
Bachelor of Science (BS), Zoology
American Council on Exercise November 2014 - Present
Episcopal Community Services January 2015 - Present
Moss Adams LLP June 2014 - November 2014
Moss Adams LLP July 2010 - June 2014
Moss Adams LLP September 2008 - June 2010
Point Loma Nazarene University September 2007 - July 2008
Lazarian World Homes (NFP) September 2007 - July 2008
Moss Adams LLP June 2007 - August 2007
Remax United 2005 - 2007
Skills
Auditing, Financial Reporting, GAAP, Assurance, Leadership, CPA, Financial Statements, Accounting, US GAAP, Finance, Budgets, SEC filings, QuickBooks
Education
Point Loma Nazarene University 2004 — 2008
Bachelor of Arts, Accounting and Business Administration
Moss Adams LLP October 2014 - Present
New Seasons Market April 2012 - Present
Moss Adams LLP June 2013 - September 2013
Skills
Outlook, Microsoft Word, Forecasting, Budgets, Microsoft Excel, Financial Analysis, Data Entry, Accounts Payable, Tax Preparation
Education
Portland State University 2012 — 2014
Post Baccalaureate Certificate, Accounting
Texas Tech University 1996 — 2001
BA Advertising
Potlatch Corporation April 2015 - Present
Itron December 2011 - Present
Itron January 2004 - December 2011
Leadership Spokane 2009 - 2009
Moss Adams LLP June 2001 - January 2004
PricewaterhouseCoopers April 1998 - June 2001
Arthur Andersen LLP September 1995 - April 1998
Skills
Mergers & Acquisitions, Enterprise Risk..., GAAP, External Audit, Accounting, Sarbanes-Oxley Act, Auditing, Internal Controls, SEC filings, Financial Reporting, Revenue Recognition, Finance, Fixed Assets, US GAAP, CPA, Accounts Receivable, IFRS, Consolidation, Financial Audits, Sarbanes-Oxley
Education
Portland State University - School of Business 1991 — 1995
BS, Business Administration-Accounting
Oregon Department of Justice September 2014 - Present
ForenziX LLC January 2014 - September 2014
Holmes & Co. LLP November 2013 - January 2014
Internal Revenue Service 2005 - 2013
Moss Adams LLP March 2001 - January 2005
Skills
Forensic Accounting, Fraud Detection, CPA, Legal Counsel Liaison, AML, Tax, Evidence Development, Evidence Evaluation, Fraud Detection Mentor, Benford, Benford Analysis, Audit Trail, IRS, IRS Fraud Development, Public Speaking, Teaching Adults, Teaching, Writing, Writing Fraud Articles, Law Enforcement Liaison, Mentor, Mentoring, Tax Fraud, Fraudulent Books and..., Bank Secercy Act, IRS Criminal..., OECD, Income Tax Examination, Income Tax Audit, Tax Audit, Recission, Recovery, Recission and Recovery, Fraud, Antimoney Laundering, BSA, BSA/AML, Embezzlement, Check kiting, Bank Secrecy Act, Accounting
Education
Portland State University - School of Business 2000 — 2001
Post-Bac, Accounting
Portland State University - School of Business 1992 — 1995
Bachelor's Degree, Economics
Moss Adams LLP February 2003 - Present
Moss Adams LLP February 2003 - Present
Irvine Apartment Communities January 2001 - February 2003
Skills
Financial Reporting, Process Improvement, Applicant Tracking..., Internal Audit, Tax, General Ledger, Accounting, Onboarding, Talent Management, CPA, Leadership, Microsoft Excel, Financial Accounting, Income Tax, Corporate Tax, Auditing, College Recruiting, External Audit
Education
Rio Hondo College
PECI May 2011 - January 2013
MOSS ADAMS, LLP March 2006 - April 2011
PacifiCorp/AOP January 2000 - February 2006
Defense Contract Audit Agency December 1988 - December 1998
Skills
Deltek, Microsoft Office, Visual Basic, Accounting, Cost Accounting..., Microsoft Certified..., CPA, Government Contracting, Non-profits, CISA, Certified Fraud Examiner, Compliance, Internal Audit, Internal Controls, Auditing, Financial Accounting, Sarbanes-Oxley Act, Revenue Recognition
Education
Portland State University 1984 — 1988
Bachelor of Science (B.S.), Accounting and Business/Management
Moss Adams LLP September 2006 - Present
Skills
Tax, Corporate Tax, Tax Accounting, Nonprofits
Education
Portland State University 2003 — 2006
Postbac Certificate, Accounting
University of California, Davis 1996 — 2001
Bachelor of Arts (BA), Economics
CCH - a Wolters Kluwer business February 2006 - Present
Moss Adams LLP December 2002 - February 2006
BroadVision October 2000 - December 2001
Onvia 1999 - 2000
Oracle August 1996 - October 1999
Deloitte Consulting June 1994 - August 1996
Morton International June 1993 - June 1994
Boeing October 1990 - May 1993
Northrop Grumman Aerospace Systems May 1981 - October 1990
McDonnell Douglas Corp June 1978 - May 1981
Skills
Acquisition Integration, Program Management, Vendor Management, Business Process, Quality Assurance, Agile Methodologies, Management, Relational Databases, SaaS, SDLC, Business Intelligence, Business Analysis, Cloud Computing, Process Improvement, Professional Services, E-commerce, Team Leadership, Enterprise Software, Sales Enablement, Oracle, Strategic Partnerships, Databases, Coaching, CRM, Consulting, Solution Selling, Product Management
Education
San Diego State University-California State University 1976 — 1980
Physics / Math
Redlands University
BS Information Systems
Moss Adams LLP June 2014 - Present
Tabby Cat Design May 2012 - Present
Pacific Recycling, Inc June 2005 - September 2012
Walt Disney World September 2011 - January 2012
Education
Portland State University 2010 — 2015
Bachelor of Arts (BA)
Russian River Brewing April 2014 - Present
DenBeste Water Solutions, LLC September 2012 - March 2014
Global Materials Recovery Services May 2009 - September 2012
Moss Adams LLP November 2004 - May 2009
Southwest Community Health Center April 2001 - November 2004
Skills
Internal Controls, Financial Analysis, Cost Accounting, Finance, Cash Management, Corporate Finance, Restructuring, Strategy, CPA, Human Resources, Microsoft Excel, Leadership, Accounting, GAAP, Auditing, Movex, Financial Reporting
Education
Principia College 1983 — 1987
BA, Business
Alvarez & Marsal November 2014 - Present
Moss Adams LLP August 2014 - October 2014
UW Medicine ITS October 2013 - May 2014
Gap Inc. September 2013 - November 2013
Augustana Lutheran Church January 2011 - July 2013
Shelburne Community School September 2005 - May 2010
John Stark Regional High School September 2008 - January 2009
John Stark Regional High School January 2008 - April 2008
Davis Polk & Wardwell LLP September 2003 - November 2004
Mark McCarty Photography January 2003 - May 2003
Skills
Event Planning, Project Management, Scheduling Management, Facilities Management, Microsoft Office, Product Ordering, Art History, Social Media, Web Site Editing, WordPress, Digital Photography, Photoshop, Art, Social Networking, Outlook, Painting, Drawing, Photography, Facebook, Visual Arts, Nonprofits, Research
Education
Saint Michael's College 2006 — 2008
Art Teacher Education
Skidmore College 1999 — 2003
Bachelor's degree, Fine Art
Moss Adams LLP September 2007 - Present
Phillips and Company Wealth Strategies July 2000 - December 2004
Construction Machinery, Inc 1996 - 1999
Skills
Financial Statement..., Internal Controls, US GAAP, Financial Reporting, Loan File Reviews, Credit Unions, Community Banking, SOX 404, Regulatory Compliance, Financial Institutions, Financial Analysis, CPA, GAAP
Education
Portland State University - School of Business 2004 — 2007
Bachelor of Science (B.S.), Accounting and Finance
University of Alaska Fairbanks 1996 — 1997
Moss Adams LLP April 2013 - February 2015
Sutter Physician Services May 2010 - April 2013
Trinity Plaza Surgery Center/Lodi Endoscopy Center July 2009 - February 2010
Kaiser Permanente June 2007 - July 2009
Kaiser Permanente May 2005 - June 2007
Kaiser Permanente May 2003 - May 2005
Valley Oak Pediatric Associates 1997 - 2003
Skills
Healthcare, EHR, Epic Systems, Revenue Cycle, Practice Management, Medicare, ICD-9, Healthcare Management, HIPAA, ICD-10, Healthcare Consulting, Medical Compliance, Public Speaking, Hospitals, Process Improvement, Managed Care, Leadership, Healthcare Industry, Patient Safety, Physicians, Budgets, Performance Improvement, Training, Team Building, Project Management, Healthcare Information..., Revenue Cycle Management, Medical Terminology, Management, Quality Improvement, HL7, Customer Service, Physician Relations, Utilization Management, Ambulatory, JCAHO, EMR, Medical Billing, Medicaid, Informatics, Medicine, CPT, Dedicated Professional, Workflow, Human Resources, Auditing, Health Information..., Analysis, Medicare/Medicaid..., Federal & State...
Education
University of Phoenix 2000 — 2002
MBA, Business Administration and Management, General
Purdue University 1985 — 1986
Bachelor of Arts Degree, Psychology
Millionaire Club Charity April 2013 - Present
Amazon December 2012 - Present
Moss Adams LLP June 2012 - December 2012
UTi Worldwide Inc. May 2010 - June 2012
ClearEdge Power August 2009 - May 2010
Ernst & Young January 2008 - July 2009
Kieckhafer, Schiffer & Company LLP May 2005 - December 2007
Venne & Company October 2002 - May 2005
Skills
Manufacturing, Software, Accounting, Software Documentation, Financial Reporting, Logistics, Business Analysis, Financial Analysis, Oracle E-Business Suite, Oracle SQL, Requirements Analysis, Systems Analysis, Data Analysis, Project Finance, Analysis, Process Improvement, Business Process, Internal Audit, Financial Modeling, Access, Financial Accounting, Auditing, SAP, ERP, Internal Controls, Finance, Management, Fixed Assets, GAAP, Sarbanes-Oxley Act, General Ledger
Education
University of Portland 2007 — 2009
MBA, Finance/International Economics
Portland State University 2002 — 2004
Bachelor of Arts (B.A.), Accounting
Wells Fargo Private Bank January 2013 - Present
Pittman & Brooks June 2011 - January 2013
Moss Adams LLP January 2007 - June 2011
Multnomah County April 2004 - November 2006
OSF International, Inc. May 2003 - March 2004
Skills
Tax, Accounting, CPA, Financial Statements, GAAP, Tax Preparation, Internal Controls, QuickBooks, Financial Reporting, Financial Services, Financial Accounting, Business, Auditing, Financial Analysis, Trust Taxation, Partnership Taxation, Personal Financial..., Estate Planning, Business Planning
Education
Portland State University - School of Business
BS, Business Administration - Accounting
Mount Hood Community College
Associate of Science (A.S.), Accounting
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams February 1999 - December 2012
Wood Associates October 1998 - February 1999
Acurex Environmental Corporation May 1989 - October 1998
GPI Pulbications September 1986 - May 1989
Skills
Account Reconciliation, Accounts Receivable, Accounting, Finance, Invoicing, Budgets, Journal Entries, Analysis, Data Entry, Credit, Consolidation, US GAAP, Financial Reporting, GAAP, Financial Accounting
Education
Rocky Mountain College 1982 — 1986
Bachelor of Science (BS), Economics and Business Administration (Accounting)
Lisa Brunette September 1990 - Present
Big Fish February 2011 - Present
Seattle University February 2015 - February 2015
Seattle University October 2013 - October 2013
GDC Game Narrative Summit October 2012 - October 2012
Cat Daddy Games / Take-Two Interactive July 2009 - February 2011
Nintendo January 2009 - July 2009
Documentary Media February 2008 - July 2009
Crosscut.com March 2007 - January 2009
Moss Adams LLP April 2006 - June 2008
Skills
Editing, Social Media, Feature Articles, Blogging, Profiles, Interactive Storytelling, Copywriting, Copy Editing, Social Media Marketing, Social Networking, Interactive Exhibit Text, Journalism, Video Games, Creative Writing, Magazines, Press Releases, Publishing, Editorial, Email Marketing, Narrative Design, Facebook, Twitter, Novels, Mystery, Team Management, Casual Games, Game Design, Content Strategy, Entertainment, Creative Direction, Multimedia, Books, Publications, Storytelling
Education
University of Miami 2000 — 2002
MFA, Creative Writing
Saint Louis University 1989 — 1994
BA, 1) English 2) American Studies
Belleville Township High School East 1985 — 1989
Deloitte January 2015 - Present
Moss Adams LLP January 2012 - January 2015
Equity Management Inc. July 2011 - December 2011
World Trade Center San Diego September 2010 - March 2011
Skills
Accounting, Financial Analysis, Data Analysis, Inventory Management, Income Tax, Taxation of Trusts, Gift Tax, Estate Tax Planning, Tax Research, CCH ProSystem fx, Tax
Education
Point Loma Nazarene University 2007 — 2011
Bachelors in, Accounting
Point Loma Nazarene University 2007 — 2011
Bachelor's degree, Business Administration conc. International
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2009 — 2009
Economics, Language
Social Dental, LLC July 2015 - Present
WhiteCap Institute July 2014 - July 2015
Moss Adams LLP August 2010 - June 2014
Shannon Pratt Valuations 2009 - 2010
Skills
Business Valuation, Finance, Financial Analysis, Key Performance..., Mergers & Acquisitions, ESOP, Estate Planning, Financial Modeling, Accounting, Financial Accounting, Valuation, Public Speaking, Financial Reporting, Cash Flow Forecasting
Education
Portland State University - School of Business 2009 — 2010
Master of Science in Financial Analysis
Portland State University - School of Business
Bachelor of Science (BS), Business Administration, Finance
Workwell Partners March 2015 - Present
BNY Mellon November 2012 - February 2015
BNY Mellon March 2006 - November 2012
At professional accounting March 2004 - February 2006
Moss Adams LLP January 2001 - December 2003
Skills
Software: MS Word, MS..., Account Reconciliation, Accruals, Journal Entries, Payroll, Financial Statements, Tax Preparation, Auditing, Accounting, Tax, Corporate Tax, Tax Research, QuickBooks, Income Tax, Tax Returns, Tax Accounting, Accounts Receivable, Accounts Payable, Financial Accounting, Bank Reconciliation, Financial Reporting, Finance, General Ledger, Internal Controls, Management, Microsoft Excel, GAAP, Financial Modeling, Internal Audit, Financial Analysis
Education
Queens College 2002 — 2005
BA in accounting
Moss Adams LLP April 2010 - Present
Ernst & Young January 1994 - February 2010
Skills
Corporate Tax, Accounting, FIN 48, CPA, Tax Accounting, Income Tax, Internal Controls, Tax Advisory, Sarbanes-Oxley Act, Partnership Taxation, State Tax, Tax, Mergers & Acquisitions, Tax Returns
Education
San Diego State University-California State University 1991 — 1993
Masters, Accounting - Tax
UCLA 1985 — 1990
B.S., Physics, Business Minor
UCHS
Bauer Evans January 2015 - Present
Franco Accounting and Consulting January 2013 - November 2014
Cornett PC September 2011 - January 2013
The ODS Companies 2010 - 2011
Carl Foster CPA 2009 - 2010
Moss Adams LLP 2006 - 2009
Pacificorp 2005 - 2006
Bogumil, Holzgang & Harris PC 2000 - 2005
Skills
Accounting, GAAP, Tax Compliance, Corporate Tax, Tax Research, Tax, Tax Preparation, Auditing, Internal Controls, Financial Statements, Financial Reporting, Internal Audit, Income Tax, CPA, Tax Accounting, Tax Returns, Fixed Assets, Partnership Taxation
Education
Portland State University - School of Business 2005 — 2007
MSFA, Finance/Accounting
Portland State University - School of Business 2002 — 2005
BS, Accounting
Moss Adams LLP January 2014 - Present
Fish Public July 2009 - January 2014
Urban Kitchen Group December 2012 - November 2013
KPMG, LLC June 2012 - August 2012
Malabar American Cooking July 2006 - June 2009
Benevento Chiropractic April 2003 - June 2009
Skills
Time Management, Teamwork, Accounting, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Management, Microsoft Word, Supervisory Skills, Data Entry, Photoshop, Financial Accounting, Event Planning, Hospitality, Restaurants, Windows, Facebook, Inventory Management, Process Scheduler, Training, Finance, Corporate Tax, Tax Preparation, Word, Excel, Hiring, Scheduling, Administration, Retail, Tax Returns, Tax Accounting, Tax
Education
University of San Diego 2011 — 2013
Bachelor of Accountancy, Accounting
Mesa College 2009 — 2011
Associate of Arts, General Education
San Diego City College 2009 — 2011
Moss Adams LLP October 2013 - Present
PSU School of Business Administration February 2012 - September 2013
Beta Alpha Psi March 2012 - June 2013
Moss Adams LLP June 2012 - August 2012
AARP CASH Oregon February 2012 - April 2012
Day Wireless Systems June 2011 - September 2011
Northwest Bank October 2007 - July 2010
Albina Community Bank September 2005 - September 2007
Skills
Word, Excel, 10 Key, Customer Service, Internal Communications, Attention To Detail, Microsoft Excel, Microsoft Word, PowerPoint, Banking, Microsoft Office, Accounts Receivable, Accounting, Financial Accounting, Tax, Time Management, Access, Financial Analysis, QuickBooks, Outlook, Invoicing, Auditing
Education
Portland State University - School of Business 2010 — 2013
Accounting
UTC Aerospace Systems August 2014 - Present
Biomed Realty August 2013 - August 2014
Helix Electric June 2012 - August 2013
Moss Adams LLP August 2010 - May 2012
Point Loma Nazarene University August 2006 - May 2010
Skills
Accounting, Financial Reporting, Accounts Receivable, Credit, Credit Risk, Aging Reports, Cash Flow, SEC filings, Auditing, Internal Controls, Project Management, AIA billing, Income Statement, Balance Sheet, Trial Balance, Accounts Payable, WIP, Cash Receipts, Revenue
Education
Point Loma Nazarene University 2006 — 2010
Bachelors Degree, Accounting and Finance
Meyer Memorial Trust July 2014 - Present
C.E. John Company, Inc. July 2013 - July 2014
Rentrak May 2011 - June 2013
Radisys Corporation May 2006 - April 2011
Moss Adams LLP October 2004 - May 2006
Portland State University July 2000 - August 2004
Skills
Accounting, US GAAP, International Accounting, Stock Compensation, Intercompany, Oracle, SAP, CPA, Revenue Recognition, Sarbanes-Oxley Act, General Ledger, Sarbanes-Oxley, SEC filings, Auditing, GAAP
Education
Portland State University 2000 — 2004
Post Baccalaureate Certificate, Accounting
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Arts (BA), Spanish and International Affairs
BECU Oversight of ERM function. Comprehensive risk monitoring and reporting. Model validation.Chief Risk Officer, SVPFederal Home Loan Bank of SeattleSeptember 2010 - July 2015
Moss Adams LLP April 2009 - May 2010
JPMorganChase/Washington Mutual July 2002 - March 2009
Oliver Wyman September 1999 - June 2002
Skills
Enterprise Risk..., Credit Risk, Basel II, Portfolio Management, Economic Capital, Risk Assessment, Risk Management, Financial Modeling, Financial Risk, Market Risk, Banking, Financial Analysis, Capital Markets, ALM, Valuation, Financial Services, Investments, Quantitative Finance, Derivatives, Fixed Income, Analytics, Strategy, Operational Risk, Credit, Asset Management, Bloomberg
Education
Princeton University 1994 — 1999
Ph.D., Mechanical and Aerospace Engineering
University of Minnesota-Twin Cities 1989 — 1994
B.S., Mechanical Engineering
University of Minnesota-Twin Cities 1989 — 1994
B.A., Philosophy
Chartered Financial Analyst
Chartered Financial Analyst
Moss Adams LLP August 2013 - Present
Moss Adams LLP January 2013 - July 2013
Massey, Wehr, & Company May 2012 - January 2013
Southwestern Yacht Club September 2011 - December 2012
Hyatt Resort and Spa (Parking Company of America) May 2011 - August 2011
Skills
Microsoft Excel, Accounting, Financial Accounting, Microsoft Office, Tax Accounting, Tax, Auditing, Finance, Outlook, GAAP, Customer Service, Financial Reporting, PowerPoint, Financial Modeling, Leadership, Budgets, Financial Analysis
Education
Point Loma Nazarene University 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Point Loma Nazarene University 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
Brethren Christian High School
Wells Fargo September 2012 - Present
Boys & Girls Clubs of South Puget Sound January 2011 - December 2012
Moss Adams LLP November 2005 - September 2012
Columbia Bank April 2004 - November 2005
Skills
Auditing, Banking, GAAP, Reviews, Internal Controls, Financial Reporting, Financial Statements, Accounting, US GAAP, Financial Analysis, Financial Accounting, Commercial Banking, Loans
Education
Saint Martin's University 2005 — 2006
Accounting
Western Washington University 2000 — 2003
BA, Finance and Accounting
TASER International August 2014 - Present
Spirit Realty Capital, Inc. July 2013 - August 2014
Henry & Horne, LLP October 2012 - July 2013
Moss Adams LLP July 2006 - October 2012
Skills
Assurance, SEC filings, GAAP, Auditing, Internal Controls, Financial Reporting, Accounting, US GAAP, Sarbanes-Oxley Act, CPA, Financial Accounting, Tax, Analysis, Budgets
Education
Purdue University - Krannert School of Management 2002 — 2006
BS Accounting, Accounting & Finance
Moss Adams LLP January 2012 - Present
Fluence, P.C. January 2010 - January 2012
Skills
Accounting, Financial Reporting, Financial Analysis, CPA, Tax, Financial Statements, US GAAP, Tax Preparation
Education
Portland State University - School of Business 2009 — 2010
MS, Financial Analysis
University of Oregon - Charles H. Lundquist College of Business 2005 — 2009
Bachelor of Applied Science (BASc), Accounting
PacifiCorp 2007 - Present
The Standard 2006 - 2007
adidas 2002 - 2006
Moss Adams LLP 1998 - 2002
Education
University of Oregon
Bachelor of Science (BS), Economics
Portland State University
Postbaccalaureate, Accounting
Stevenson, Washington November 2013 - Present
Hood River County School District 2003 - 2013
North Bend School District 1999 - 2003
Moss Adams LLP 1996 - 1999
Southern California Edison 1984 - 1993
US Navy 1978 - 1984
Education
Portland State University 1994 — 1996
Bachelor of Science (BS), Business Administration with Concentration in Accounting
Moss Adams LLP August 1999 - Present
Skills
Accounting, GAAP, Financial Accounting, US GAAP, Financial Statements, CPA, Financial Reporting, Management, Bookkeeping, Microsoft Excel, General Ledger, Financial Analysis
Education
Portland State University 2002 — 2006
BS, Accounting
Moss Adams LLP September 2011 - Present
Moss Adams LLP January 2004 - September 2011
Skills
Tax Compliance, Tax Planning, Financial Modeling, Financial Planners, Healthcare
Education
Portland State University - School of Business 2003 — 2004
Post-Baccalaureate Accounting Certificate, Accounting
University of Portland 1999 — 2003
B.B.A, Finance
ModCloth November 2014 - Present
ModCloth October 2013 - November 2014
The Walt Disney Company November 2012 - September 2013
Moss Adams LLP August 2010 - November 2012
Skills
Financial Reporting, Finance, US GAAP, Financial Analysis, Auditing, Accounting, Financial Accounting, Internal Controls, SEC filings, Sarbanes-Oxley Act, CPA
Education
University of Southern California 2006 — 2010
B.S., Accounting
Pontificia Universidad Católica del Perú 2008 — 2008
Moss Adams LLP August 2006 - Present
Eckhoff Accountancy Corporation January 2005 - July 2006
Skills
Accounting, Auditing, Wine Industry Advisor, Internal Controls, Financial Reporting, Financial Accounting, Assurance, GAAP, US GAAP, Financial Statements, Financial Analysis, CPA, Revenue Recognition
Education
Sonoma State University 2002 — 2005
MBA, Business, Accounting
Saint Mary's College of California 1995 — 1999
BS, Health Science
Analy High School 1991 — 1995
The Clover Group May 2013 - Present
Succession Resource Group July 2012 - Present
Delap LLP December 2010 - May 2013
Moss Adams LLP September 2008 - December 2010
Moss Adams LLP June 2007 - September 2008
Allied Power Products June 2005 - June 2007
Skills
Corporate Tax, Bookkeeping, Microsoft Office, QuickBooks, Small Business, CPA, Business, High Net Worth..., Tax Research, Tax, Communication Skills, Highly effective, Personal Income Tax..., Non-profit Boards, Partnership Accounting, S Corporations Taxation, Managing Deadlines, Volunteering, Problem Solving, Customer-focused Service, Financial reporting, Financial Institutions, Financial Reporting, Partnership Taxation, GAAP, Account Reconciliation, Fixed Assets
Education
Portland State University - School of Business 2003 — 2008
BA, Business, Emphasis in Accounting
David Douglas High School
David Douglas High School
"Hood Robbin" November 2007 - Present
AFP of San Diego November 2011 - Present
CCM Services Inc. January 2007 - Present
Network Professionals Association 2001 - 2007
Moss Adams LLP March 2005 - December 2006
J.H. Cohn LLP August 2004 - January 2005
US Postal Inspection Service August 1969 - August 1991
Skills
SOX, Planning, Budgeting, Program Management, Internal Controls, Team Building, Negotiation, Process Improvement, Strategic Planning, Auditing, Investigation, Internal & External..., Fraud Detection, Budgets, Sarbanes-Oxley Act, Project Planning, Risk Management, Internal Audit, Assurance, Fraud, Financial Analysis, Accounting, IT Audit, Management, Government, Forecasting, Sarbanes-Oxley, General Ledger, Management Consulting, Mergers, SEC filings, Analysis, US GAAP, GAAP, CPA, Cost Accounting, Business Process..., Cash Management, Business Planning, Enterprise Risk..., Revenue Recognition, Financial Modeling, Policy, Governance, Due Diligence, Forensic Accounting, Leadership, Financial Reporting, Executive Management, Managerial Finance
Education
Point Park University 1981 — 1983
BS, Public Adminstration
Moss Adams LLP October 2014 - Present
Moss Adams LLP October 2013 - October 2014
City of Portland May 2013 - July 2013
C.A.S.H. Oregon / AARP / VITA January 2012 - April 2013
P&C Construction October 2011 - September 2012
Carton Service October 2008 - July 2010
T-Scan Corporation 2007 - 2008
Whatcom County Public Defenders 2007 - 2007
SPIE 2003 - 2007
Skills
Microsoft Excel, Tax Preparation, Policy, US GAAP, Payroll Taxes, Internal Audit, Finance, Financial Accounting, Microsoft Word, GAAP, Income Tax
Education
Portland State University 2011 — 2013
Postbac, Accounting
Western Washington University 2005 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Moss Adams LLP January 2013 - July 2015
Colliers-International June 2012 - January 2013
VMC September 2011 - June 2012
Wilcox Farms March 2011 - June 2011
Boeing June 2008 - March 2009
Boeing November 2000 - May 2008
Comforce June 1997 - November 2000
Skills
Software Installation, Servers, Laptops, Hardware, Windows, Active Directory, Troubleshooting, Network Administration, VPN, Computer Hardware, Customer Service, Microsoft Office, Security, Windows 7, Windows Server, SharePoint, Windows XP, Technical Support, System Deployment, Microsoft Exchange, Help Desk Support, Networking, Software Documentation
Education
Pierce College 2010 — 2011
Computer Network Engineering, Information Technology
University of Washington 1994 — 1996
Business Administration
Moss Adams LLP September 2012 - Present
Alaska Airlines November 2010 - September 2012
Alaska Airlines December 2007 - September 2012
Alaska Airlines December 2007 - November 2010
Weyerhaeuser January 2006 - November 2007
WeyerhaeuserHRMS January 2006 - November 2007
Zenith Administrators, Inc May 1995 - August 2005
Zenith Administrators, Inc. October 1988 - August 2005
Zenith Administrators, Inc January 1988 - May 1995
Skills
Payroll, Human Resources, Management, Visio, Requirements Analysis, Employee Benefits, PeopleSoft, Testing, Change Management, Data Analysis, Team Leadership, Business Process, Business Analysis, Analysis, Training, Leadership, Software Documentation
Education
Regis University 2003 — 2008
BS Business Administration, Management
Regis University 2003 — 2008
BS, Business Administration; Management
Pacific Triple E March 2011 - Present
Moss Adams LLP January 2005 - March 2011
Axsys Technologies 2002 - 2004
Skills
Financial Reporting, Accounting, Internal Controls, Tax Accounting
Education
San Diego State University-California State University 2000 — 2004
BS, Business Admin w/ emphasis in Accounting
Westwood Shipping Lines June 2015 - Present
Westwood Shipping Lines August 2014 - May 2015
Westwood Shipping Lines July 2012 - July 2014
TRA Medical Imaging November 2010 - July 2012
Moss Adams LLP October 2002 - November 2010
DaVita Kidney Care May 2000 - April 2002
Skills
Accounting, Audit, Banking Relationships, Cash Flow Forecasting, Client Service, Data Analysis, Excel, Efficiency Improvement, Financial Analysis, Financial Reporting, Implementation Of..., Internal Controls, Month End Close, Procedure Development, Process Development, Productivity Improvement, Project Coordination, Project Implementation, Reporting & Analysis, Staff Management, Trend Analysis, Auditing, General Ledger, Microsoft Excel, Payroll, Financial Audits, Forecasting, Performance Improvement, Tax, Client Services, Financial Accounting, US GAAP
Education
University of Washington 2000 — 2002
Business, Accounting
Pierce College at Fort Steilacoom 1996 — 1998
Associate of Arts (A.A.), General Studies
Steilacoom High School
Steilacoom High School
Moss Adams LLP March 2010 - Present
Smoot Construction November 2005 - November 2009
Smoot Construction March 2003 - November 2005
Hyatt Hotels Corporation January 2000 - March 2003
Columbus State Community College September 1999 - November 2000
Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Administrative..., PowerPoint, Accounting, Budgets, Construction, Management, Spreadsheets, Event Management, Customer Service, Office Administration, Time Management, Contract Management, Accounts Payable, Financial Analysis, Analysis, Leadership, Bookkeeping, Financial Statements, Project Planning, Event Planning, Training, Administrative...
Education
Portland State University 2011 — 2014
Bachelor of Arts, Business Administration / Management & Leadership Degree, 3.80
Columbus State Community College 1999 — 2000
Associate's of Applied Science, Hotel Management / Travel and Tourism Degree, 4.0
Portland General Electric August 2015 - Present
Moss Adams LLP December 2014 - August 2015
Moss Adams LLP October 2012 - December 2014
See's Candies January 2010 - October 2012
Skills
Sales, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Financial Accounting, Auditing, Financial Reporting, 10 Key, Management, Accounting, Analysis, Bookkeeping, Payroll
Education
Portland State University 2009 — 2012
Bachelor of Science, Business Administration; Accounting
Moss Adams LLP January 2015 - Present
Moss Adams LLP January 2012 - December 2014
Moss Adams LLP September 2009 - December 2011
Skills
Assurance, CPA, GAAP, US GAAP, External Audit, Revenue Recognition, Internal Controls, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science (BS), Accounting
NTN Buzztime September 2012 - Present
Harbor Therapeutics. September 2009 - January 2014
Moss Adams LLP September 2004 - March 2009
Ocean Garden Products January 2003 - June 2004
Crest International July 1999 - December 2002
Skills
Internal Controls, Internal Audit, GAAP, Sarbanes-Oxley Act, Financial Reporting, Accounting, Consolidation, SEC filings, General Ledger, Auditing, Financial Accounting, US GAAP, Fixed Assets, Account Reconciliation, Financial Statements, COSO 2013, Accounts Payable
Education
San Diego State University-California State University 1999 — 2002
Master's degree, Liberal Arts and Sciences/Liberal Studies
National University
Master's degree, Finances and Banking
Central American Autonomous University
LIC. (Master equivalent), Business Administration and Management, General
Instituto Tecnológico de Costa Rica
Bachelor of Business Administration (B.B.A.), Finances and Human Resources
Moss Adams LLP September 2013 - Present
McGladrey January 2013 - March 2013
Technology Unlimited Group April 2012 - December 2012
Skills
CPA, Accounting, Auditing, Financial Statements, GAAP, Internal Controls, US GAAP, SEC Financial Reporting, 10K, 10Q, Mergers & Acquisitions, Audits of Employee..., German, Microsoft Excel, Microsoft Office, Sarbanes-Oxley Act
Education
San Diego State University-California State University
Bachelor's Degree, Accounting, 3.68
Moss Adams LLP October 2014 - Present
Solar Turbines May 2013 - March 2014
Aztec Shops Ltd. January 2013 - May 2013
Skills
Accounting, General Ledger, Account Reconciliation, Accounts Payable, Financial Reporting, Financial Accounting, Accounts Receivable, GAAP, Financial Analysis, Internal Controls, Journal Entries, Financial Statements, Accruals, Bank Reconciliation, Fixed Assets, Microsoft Excel, Microsoft Office, PowerPoint
Education
San Diego State University-California State University 2011 — 2014
Bachelor of Science (BS), Business Administration-Accounting
Syracuse University 2010 — 2010
Illumina March 2015 - Present
Illumina October 2014 - March 2015
Illumina June 2012 - October 2014
Solar Turbines September 2010 - December 2011
Moss Adams, LLP August 2008 - May 2009
PricewaterhouseCoopers LLP June 2006 - August 2006
Reznick Group, P.C. January 2006 - April 2006
Skills
Accounting, Microsoft Excel, GAAP, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Finance, Auditing, Financial Accounting, Internal Controls, Customer Service, General Ledger, QuickBooks
Education
San Diego State University-California State University 2010 — 2011
Master's Degree, Accounting, 3.74
University of Maryland College Park 2003 — 2007
Bachelor's Degree, Accounting and Finance, 3.907
Moss Adams LLP January 2015 - Present
Moss Adams LLP January 2012 - December 2014
Moss Adams, LLP June 2010 - January 2012
Forensic Solutions, LLC November 2008 - March 2010
BDO Seidman, LLP October 2006 - November 2008
Ernst & Young November 2002 - September 2006
Polytechnic University of the Philippines June 2003 - April 2005
Skills
Internal Audit, Auditing, Forensic Accounting, SAP, Sarbanes-Oxley Act, Corporate Tax, Certified Fraud Examiner, CPA, Internal Controls, Financial Accounting, Sarbanes-Oxley, Accounting, Assurance, US GAAP, Financial Audits, External Audit, Enterprise Risk...
Education
Polytechnic University of the Philippines 1998 — 2002
BS, Accountancy
Point Loma Nazarene University September 2014 - Present
Junior Achievement of San Diego County January 2014 - Present
Moss Adams LLP June 2015 - August 2015
Jack in the Box January 2015 - May 2015
Jack in the Box January 2014 - December 2014
Sodexo September 2013 - December 2013
Bakersfield Chrysler Jeep May 2013 - July 2013
Point Loma Nazarene University February 2013 - April 2013
Skills
Customer Service, File Management, Sales, Project Management, Lease Documentation, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Teamwork, Research, Approval Process, Oracle Applications, ADP CRM, Lucernex, Internet, Social Media, Community Outreach, Teaching, Real Estate, Commercial Real Estate, PFX Engagement
Education
Point Loma Nazarene University 2012 — 2016
Bachelor's Degree, Finance, General, Sophomore
James Marta & Co May 1998 - Present
Gilbert and Associates March 1988 - May 1998
Moss Adams LLP January 1987 - January 1988
Skills
Governmental Accounting, Auditing, Small Business, Government Accounting, Tax, Accounting, Risk Management, Management, Tax Returns, CPA, Finance, Nonprofits, Employee Benefits, Tax Preparation, Tax Accounting, Sales Tax, Insurance, Strategic Planning
Education
Insurance Educational Association 1993 — 1994
ARPM, Associate Risk Pool Management
Portland State University - School of Business 1981 — 1986
BS, Finance-Law, Accounting
T-Mobile January 2011 - Present
Moss Adams LLP December 2009 - April 2010
T-MOBILE USA June 2008 - October 2009
Moss Adams LLP September 2006 - June 2008
VERIZON (now Idearc Media) February 2005 - June 2005
Skills
Project Management, SharePoint, Vendor Management, Program Management, Content Management, Copywriting, Corporate Communications, Research, Public Relations, Marketing Communications, Copy Editing, Editing, Newsletters, Marketing, Analysis, Press Releases, Management, Change Management, Marketing Management, Event Planning, Web Content Management, Product Development, Internal Communications, Strategic Communications, Email Marketing, Social Media, Customer Service, Leadership, Sales
Education
Purdue University 2014 — 2016
Master of Science (M.S.), Communication
Washington State University 2002 — 2004
Bachelor's, Communications, emphasis in Public Relations
Zendesk August 2014 - Present
Alvarez & Marsal February 2012 - June 2014
Moss Adams LLP May 2010 - January 2012
Alvarez & Marsal June 2006 - December 2009
Deloitte January 2005 - July 2005
Skills
Management Consulting, Financial Analysis, Financial Modeling, Business Strategy, Leadership, Entrepreneurship, Project Management, Integration
Education
Bainbridge Graduate Institute 2008 — 2011
MBA, Sustainable Business
University of Miami 2002 — 2006
BBA, Accounting
San Diego State University Risk Assurance AssociatePricewaterhouseCoopersJuly 2014 - Present
RA Capital Advisors February 2014 - Present
Thermo Fisher Scientific September 2013 - May 2014
San Diego State University August 2012 - January 2014
Thermo Fisher Scientific (Life Technologies) December 2012 - September 2013
PwC 2013 - 2013
SDSU Research Foundation June 2012 - August 2012
Moss Adams LLP January 2012 - April 2012
K & B Market September 2004 - August 2008
Education
San Diego State University-California State University 2010 — 2013
Master of Science Accountancy, Accounting Information Systems
Fashion Central April 2011 - Present
UCLA June 2014 - August 2014
UCLA June 2013 - July 2013
UCLA June 2012 - August 2012
Moss Adams LLP April 2009 - April 2011
Leonard Green & Partners September 2007 - December 2008
La Vie Design September 2001 - August 2007
Skills
Investments, Financial Analysis, Sales, Insurance, Budgets, Marketing, Management, Accounting, Business Planning, Business Development, Project Planning, Leadership, Recruiting, Advertising, Banking, Business Strategy, Training, Real Estate, Marketing Strategy, Analysis, Social Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2010
MBA, Business
University of Southern California - Marshall School of Business 1999 — 2001
BS, Business
Sharonview FCU April 2015 - Present
Sharonview FCU April 2014 - Present
Sharonview FCU May 2010 - April 2014
Dixon Hughes PLLC (Now Dixon Hughes Goodman) August 2008 - April 2010
Moss Adams LLP September 2006 - June 2008
Skills
Accounting, Internal Controls, GAAP, CPA, Sarbanes-Oxley Act, Financial Reporting, Auditing, US GAAP, SEC filings, Internal Audit, Financial Accounting, Financial Statements, Banking, Assurance, Financial Analysis, Financial Audits, General Ledger
Education
Portland State University - School of Business 2005 — 2006
Postbaccalaureate, Accounting
University of Oregon 1997 — 2001
Bachelor of Arts, French Language and Business Administration
Moss Adams LLP October 2013 - Present
Opus Bank 2011 - August 2012
Cascade Bank 1999 - 2011
Northwest Administrators, Inc 1988 - 1999
First Financial Management 1980 - 1987
Skills
Information Security..., Information Technology, Project Management, IT Infrastructure..., Compliance, Disaster Recovery, Business Resumption..., Budgets, Software Documentation, Change Management, Enterprise Software, Information Security, Banking, Servers, Telecommunications
Education
Pima Community College
Associate of Science (AS), Systems Analysis and Design
University of Phoenix
Business Administration and Management, General
Moss Adams LLP May 2012 - Present
Ventyx, an ABB Company May 2009 - December 2011
R. W. Beck, Inc. September 1995 - April 2009
FSi Consulting Engineers 1994 - 1995
Notkin Engineering 1993 - 1994
Sverdrup Corporation 1990 - 1993
Mobil Oil - West Coast Pipelines 1985 - 1990
Skills
Business Development, Business Strategy, Strategic Planning, Marketing Strategy, Workshop Facilitation, Sales Management, Coaching, Management, Leading Change, Training, Staff Development, Program Management, Marketing Communications, CRM, Proposal Writing, Management Consulting, Project Planning, Leadership, Marketing, Product Marketing, Consulting, Sales Operations, Analytics, Sales, Sales Process, Strategy, Integration, Project Management
Education
San Diego State University-California State University 1981 — 1985
B.S., Mechanical Engineering
Moss Adams LLP June 2009 - Present
The Seattle Times March 1998 - May 2009
United Advertising Publications July 1995 - February 1998
Lexis-Nexis Publishing/Michie Co. July 1988 - April 1995
Skills
Business Process..., Data Management, SharePoint, Visio, Process Improvement, Content Management, Business Analysis, Use Cases, Social Networking, CRM Integration, Social Media Integration, SQL, Visual Studio, Project Management Tools, SharePoint Governance
Education
The Ohio State University
BS
Purdue University
AS
Tri-City Orthopaedic Clinics February 2012 - Present
Sakuma Bros. Inc. August 2003 - February 2012
Moss Adams LLP 1995 - 2003
US Bank 1994 - 1995
Evans & Sutherland 1990 - 1993
Skills
Department Management, VMware, Microsoft Servers, Budgeting, Business Plan..., SharePoint, Documentation, Management, Disaster Recovery, Microsoft Office, Networking, Leadership, Windows Server, Active Directory, Information Technology, Customer Service, Servers
Education
Whatcom Community College 1994 — 1995
Associated of Applied Sciences
Salt Lake Community College 1990 — 1993
General Studies
Moss Adams LLP September 2007 - Present
Moss Adams LLP June 2005 - September 2007
Moss Adams LLP February 2000 - June 2005
Skills
Content Management, SharePoint, Content Development, Social Media, Marketing Communications, Internal Communications, Event Planning, Microsoft Excel, PowerPoint, Web Content, Event Management, Newsletters, Adobe Acrobat, Outlook, Corporate Communications
Education
Portland Community College
Quanta Services, Inc. May 2015 - Present
Cardtronics 2014 - May 2015
Grant Thornton LLP 2011 - 2014
Moss Adams LLP July 2007 - December 2010
Grant Thornton LLP January 2004 - February 2006
Skills
SEC Filings, Auditing, Internal Controls, Sarbanes-Oxley Act, CPA, Accounting, Internal Audit, Finance, Financial Statements, Financial Audits, IPO, Investments
Education
Sam Houston State University 2001 — 2004
BBA, Accounting
Barca Company, Inc. November 2010 - Present
ASPN September 2008 - Present
Black Box Distribution LLC November 2010 - June 2015
Stonefield Josephson June 2009 - May 2010
Moss Adams LLP November 2002 - May 2009
Glenn M. Gelman & Associates June 1998 - November 2002
Skills
Contractors, Footwear, Apparel, Professional Services, Accounting, Financial Reporting, Internal Controls, GAAP, Budgets, Tax Preparation, Cash Flow Forecasting, Financial Statements, Financial Audits, Income Tax, Finance, Start-ups, Assurance, Strategic Financial..., CPA, Sales Tax, Small Business, Cash Flow, SEC filings, Preparation, US GAAP, Revenue Recognition, Financial Analysis, Tax Research, General Ledger, Corporate Tax, Financial Accounting, QuickBooks, Tax Accounting, Financial Planning
Education
San Diego State University-California State University 1995 — 1998
B.S., Business Administration - Accounting
Moss Adams LLP August 2009 - Present
West Coast Entertainment November 2010 - Present
Moss Adams LLP February 2008 - June 2009
Washington Higher Education Facilites Authority June 2002 - May 2006
Washington State Housing Finance Commission May 2001 - May 2006
Skills
MAC User and PC User, Microsoft Excel, Microsoft Office, Accounting, Outlook, QuickBooks, Non-profits, Event Planning, Customer Service, Microsoft Word, Management, Event Management
Education
Portland State University 2004 — 2006
Certificate, Criminology and American Justice
University of Washington 1994 — 1997
BA, Anthropology
Qualcomm February 2015 - Present
Qualcomm April 2012 - February 2015
Qualcomm October 2009 - March 2012
NextWave Broadband September 2006 - June 2009
Moss Adams LLP August 2001 - September 2006
Skills
Sarbanes-Oxley Act, Corporate Finance, Auditing, Accounting, Internal Controls, Revenue Recognition, GAAP, Financial Reporting, SEC filings, US GAAP, Oracle E-Business Suite, Finance, General Ledger, Internal Audit, SEC Filings, Sarbanes-Oxley, Variance Analysis, Financial Accounting, CPA, Management, Financial Statements, Mergers, Process Improvement
Education
San Diego State University-California State University 1996 — 2001
Business, Accounting
Thomas E. Huckabee CPA, Inc. December 2005 - Present
Huckabee & Associates, CPA October 1984 - November 2005
Moss Adams LLP November 1980 - November 1983
Skills
Small Business, Real Estate, New Business Development, Sales Management, Leadership, Strategic Planning, Marketing Strategy, Accounting, Tax, Finance, Residential Homes, Start-ups, Community Outreach, Team Building, Income Tax, Budgets, Management, Strategic Partnerships, Customer Service, Contract Negotiation, Marketing, Auditing
Education
San Diego State University-California State University 2000 — 2002
Teaching Credential, Multiple Subject Cross Cultural Language & Academic Development
University of Idaho 1970 — 1976
BS, Business
Global Analytics July 2015 - Present
UCSD Extension June 1999 - Present
Synthetic Genomics March 2014 - July 2015
Millennium Health October 2012 - March 2014
Nokia Inc April 2001 - September 2012
McGladrey 1997 - April 2001
Moss Adams LLP July 1994 - October 1997
Skills
Accounting, Financial Reporting, Auditing, Management Consulting, Financial Planning, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Strategic Financial..., Budgets, Forecasting, Internal Controls, Strategy, Analysis, Mergers & Acquisitions, Business Process..., Finance, Management, Due Diligence, Program Management, Financial Audits, Leadership
Education
San Diego State University-California State University
MS
San Diego State University-California State University
BS
OrthoGrace Dental February 2015 - Present
Green Hasson Janks April 2015 - July 2015
Universal Music Group June 2013 - January 2015
Moss Adams LLP July 2006 - December 2011
Moss Adams LLP June 2001 - June 2006
Moss Adams LLP 2000 - 2002
Moss Adams LLP March 1997 - June 2001
Skills
Licensing, Auditing, Risk Management, Management, Music, Consumer Products, Accounting, Financial Reporting, Financial Analysis, Internal Controls, Film
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Finance
University of Northern Colorado 1991 — 1996
BS, Finance
Bay Cities Paving & Grading February 2014 - Present
Goodfellow Top Grade Construction LLC September 2012 - February 2014
Gallina LLP September 2010 - September 2012
Moss Adams LLP 2005 - 2010
Education
Saint Mary's College of California 1991 — 1995
Diageo February 2011 - Present
Ottimista Enoteca 2006 - 2012
Birkenstock 2009 - February 2011
Moss Adams LLP 2007 - 2009
PricewaterhouseCoopers 2003 - 2007
American Way Cellular 1999 - 2001
George Rice & Sons 1998 - 1999
Skills
Financial Reporting, Internal Controls, Accounting, Financial Analysis, Forecasting
Education
Wine and Spirits Education Trust
WSET Level 3 (Advanced) - Pass with Distinction
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2002
MPA, Masters in Accounting
Pomona College 1994 — 1998
BA, Economics
The Pingry School 1990 — 1994
High School
Certified Public Accountant (CPA) #92739
Moss Adams LLP January 2015 - Present
CHR Solutions, Inc. January 2014 - December 2014
Organization for the Promotion and Advancement of Small Telecommunications Companies (OPASTCO) September 1994 - February 2013
Skills
Government relations, Client Relations Skills, Team Leadership, Project Management, Written Communication, Oral Communication, Public Speaking, Economics, Consensus Building, Budgets, Coalitions, Trade Associations, Policy Analysis, Priority Setting, Telecommunications..., Negotiation, Relationship Management, Strategic Vision, Politics, Economic Development, Public Policy, Strategic Planning, Legislative Relations, Regulatory Affairs, Business Development, Policy, Government, Legislation, Lobbying, Broadband, Leadership, Telecommunications, Governmental Affairs, Strategic Partnerships, Management, Strategy
Education
The George Washington University - School of Business
MBA, Business Economics and Public Policy
Rider University
Bachelor of Science in Business Administration, Cum Laude, Economics
Bensalem High
InstantService April 2008 - Present
Moss Adams LLP April 2006 - April 2008
Education
Saint Mary's College of California 1990 — 1992
Distribution Inc dba FTL April 2007 - Present
YMCA of Columbia-Willamette 2005 - 2007
XO Communications 2000 - 2005
New Edge Networks (now EarthLink Business) 1999 - 2000
Sprint PCS 1997 - 1999
Precision Castparts 1996 - 1997
Wells Fargo 1994 - 1996
Wells Fargo 1993 - 1994
Moss Adams LLP 1991 - 1993
Defense Contract Audit Agency 1989 - 1991
Skills
Program Management, Risk Management, Telecommunications, Leadership, Auditing, Non-profits, Budgets, Managerial Finance, Variance Analysis, Financial Analysis, Revenue Recognition, Financial Reporting, Financial Modeling, Forecasting
Education
Portland State University - School of Business 1993 — 1994
MBA, Finance
Portland State University - School of Business 1988 — 1989
PB Actg, Accounting/Finance
University of Washington 1982 — 1986
BA, International Studies / Russian Language
Banc Investment Group LLC April 2006 - Present
Moss Adams LLP June 2001 - March 2006
Skills
Financial Modeling, Banking, Financial Analysis, Financial Reporting, Problem Solving, Accounting, SQL, Analysis, Access, Data Analysis, Microsoft Office, Excel
Education
Portland State University - School of Business 2000 — 2001
Moss Adams LLP 2005 - Present
Moss Adams LLP 1993 - 2004
Northwestern Mutual Life Insurance 1986 - 1992
Skills
Recruiting, Human Resources, Talent Acquisition, Onboarding, Talent Management, Employee Benefits, Employee Relations, Performance Management
Education
San Diego State University-California State University
Artthur D Miles CPA PS January 2009 - Present
Moss Adams LLP June 1971 - December 2008
Education
Seattle Pacific University 1963 — 1967
Bachelor of Science, Business and political science
Portland State University - School of Business
Master of Business Administration (M.B.A.), Accounting and Finance
Moss Adams LLP October 1991 - Present
Skills
Assurance, Accounting, Internal Controls, Strategic Planning, Business Planning, Board Governance, Healthcare, Nonprofits, Audits of Employee..., HUD audits, Statutory Audit, Financial Analysis, Financial Reporting, Financial Statements, CPA, Auditing, Financial Accounting, External Audit, GAAP, US GAAP, Partnership Taxation, Tax Research
Education
Saint Martin's College 1989 — 1990
Bachelor's degree, Accounting
Partners Group May 2015 - Present
Moss Adams LLP January 2012 - Present
Saint Mary's College of California June 2013 - Present
Delta Dental May 2010 - January 2012
Armanino McKenna LLP June 2006 - May 2010
Skills
Real Estate, Healthcare, Insurance, Accounting, Assurance, Auditing, Consolidation, Finance, Financial Analysis, Financial Reporting, GAAP, Management, Property Management, Valuation, US GAAP
Education
St. Mary's College of California 2002 — 2006
BS, Accounting
CorSource Technology Group April 2014 - Present
Alliance of Professionals & Consultants, Inc. (APC) October 2013 - April 2014
EFI Recycling December 2012 - July 2013
Calbag Metals Co. February 2008 - August 2012
Schnitzer Steel January 2006 - January 2008
Rentrak 2004 - 2005
Moss Adams LLP 2001 - 2004
Intel 1994 - 2001
Skills
SOX, General Ledger, Financial Reporting, Internal Controls, Process Improvement, Analytics, Employee Benefits, Microsoft Excel, Microsoft Office, QuickBooks, Microsoft Dynamics, Sarbanes-Oxley Act, Access, Account Reconciliation, Accounting, Accounts Payable, Analysis, Auditing, Bank Reconciliation, Budgets, Business Process..., CPA, Cash Flow, Cash Management, Consolidation, Finance, Financial Accounting, Financial Analysis, Financial Statements, Fixed Assets, Forecasting, GAAP, Human Resources, Invoicing, Journal Entries, Managerial Finance, Revenue Recognition, SEC filings, SOX 404, Sarbanes-Oxley, Software Documentation, Training, US GAAP, Variance Analysis, Accounts Receivable, Financial Modeling, Financial Forecasting, Financial Audits
Education
Portland State University 1994 — 2001
Bachelor of Science (BS), Accounting
Chabot College 1990 — 1993
Music Performance
Amador Valley High School 1983 — 1987
Portland State University
Moss Adams LLP January 2015 - Present
CHR Solutions August 1999 - December 2014
Standard Telephone Company January 1996 - July 1999
Standard Telephone Company September 1988 - December 1995
Mt Vernon Mills September 1983 - August 1988
Mt Vernon Mills May 1981 - August 1983
Skills
Financial Analysis, Mergers & Acquisitions, Business Analysis, Process Improvement, Strategic Planning, Business Process..., Budgets, Cross-functional Team..., Business Planning, Financial Modeling, Financial Reporting, Accounting
Education
Piedmont College 1978 — 1981
Bachelor of Arts (BA), Accounting
Macadam Capital Partners July 2015 - Present
Act-On Software, Inc. August 2012 - July 2015
Environmental Fibers International January 2012 - September 2012
Moss Adams LLP January 2009 - January 2012
Precision Castparts 2007 - 2008
Skills
Internal Controls, Accounting, Auditing, CPA, Financial Statements, GAAP, Financial Reporting, Financial Analysis, Financial Accounting, US GAAP, Sarbanes-Oxley Act, SEC filings, Financial Modeling, Revenue Recognition
Education
Portland State University - School of Business 2005 — 2006
Masters, Financial Analysis
University of Oregon 2001 — 2005
B.S., Accounting
Moss Adams LLP October 2014 - Present
Marriott International May 2011 - October 2014
Ernst & Young October 2004 - May 2011
PwC Germany April 1998 - June 2003
Skills
International Tax, Tax, Tax Research, Tax Law, Corporate Tax, Tax Advisory, Transfer Pricing, Income Tax, Accounting, Cross-border..., Mergers & Acquisitions
Education
Saint Louis University School of Law 1993 — 1994
LL.M., Law
Ludwig-Maximilians-University School of Law, Munich, Germany 1989 — 1993
German J.D., Law
London School of Economics and Political Science 1990 — 1991
Law - Erasmus Scholarship
Moss Adams LLP June 2014 - Present
Con-way Inc. March 1999 - February 2014
Tax Executives Institute 1991 - 2012
Consolidated Freightways October 1991 - March 1999
KPMG September 1987 - October 1991
Skills
Tax, State Tax, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Corporate Tax, Internal Controls, Tax Accounting, Financial Analysis, Income Tax, GAAP, General Ledger, International Tax, Tax Research, Property Tax, Financial Accounting, Strategic Planning, Accounts Payable
Education
Portland State University - School of Business 1985 — 1987
BS, Accounting
University of Washington 1980 — 1982
Chemistry
Fort Vancouver National Trust January 2015 - Present
Compass Oncology, formerly Northwest Cancer Specialists September 2008 - October 2014
Talbot, Korvola & Warwick January 2005 - May 2007
First Independent 2006 - 2007
Family Physicians Group, PS September 1999 - January 2004
Moss Adams, LLP January 1985 - May 1999
Skills
CPA, Financial Analysis, Tax, Accounting, Finance, Financial Statements, Employee Benefits, Financial Reporting, Internal Controls, General Ledger, Tax Preparation, Auditing, Management Consulting, Healthcare, Income Tax, GAAP, Microsoft Excel, Financial Accounting, QuickBooks, Managerial Finance, Payroll
Education
Portland State University 1981 — 1984
Accounting
Washington State University 1974 — 1978
BS, Science and Math Education
La Jolla Institute for Allergy and Immunology November 2014 - Present
La Jolla Institute for Allergy and Immunology July 2014 - November 2014
Episcopal Community Services January 2014 - July 2014
Leaf & Cole, LLP December 2011 - February 2014
Gary and Mary West Foundation September 2008 - August 2010
Moss Adams LLP September 2002 - September 2008
Skills
Auditing, Tax, GAAP, Internal Controls, QuickBooks, Non-profits, Accounting, Financial Reporting, CPA, OMB Circular A-133, Bookkeeping, General Ledger, Cost Accounting, Financial Analysis, Budgets, Revenue Recognition, Microsoft Excel, Nonprofits, Assurance, Financial Accounting, Tax Preparation, US GAAP
Education
San Diego State University-California State University 1997 — 2000
BS, Accounting
Moss Adams LLP April 2012 - Present
NWRA November 2013 - Present
Parker & Lynch (formerly Ajilon Finance) January 2009 - March 2012
Ernst & Young 2006 - 2009
KPMG 2005 - 2006
California Western School of Law 2004 - 2005
Skills
GAAP, Recruiting, Leadership, Interviews, Employee Benefits, Budgets, Hiring, Variance Analysis, Financial Modeling, Mergers & Acquisitions, Management, Payroll, Finance, Time Management, Forecasting, Accounts Payable, PeopleSoft, Cost Accounting, Strategic Financial..., Accounts Receivable, Financial Planning
Education
San Diego State University-California State University 2000 — 2004
Accounting, Accounting
Dun and Bradstreet July 2014 - Present
Dun and Bradstreet August 2013 - Present
Globys Inc December 2011 - August 2012
Liberty Mutual Insurance October 2010 - December 2011
InstantService.com, Inc. (acquired by Oracle) April 2008 - August 2010
Moss Adams LLP April 2006 - April 2008
WorkflowOne April 2004 - February 2006
Charles Schwab March 1999 - December 2002
Skills
Business Analysis, Requirements Analysis, Agile Methodologies, Project Management, SDLC, Software Project..., Product Management, Requirements Gathering, SQL, Business Intelligence, Vendor Management, Program Management, Process Improvement, Visio, Integration, Software Development, Scrum, Business Requirements, Business Process, Microsoft SQL Server, Testing, CRM, Analytics, Analysis
Education
Saint Mary's College of California 1990 — 1992
Bachelor of Science (BS), International Economics
University of Arizona 1989 — 1990
Business Administration and Management, General
Compere & Robinette CPAs PC January 1988 - Present
Taxpayer Advocate Service January 2014 - Present
Disaster Personnel Services, LLC 2011 - Present
Great Southern Financial Services May 1986 - January 1988
RT Warehouse, Inc (Robinette Thrush) August 1982 - May 1986
Compere & Phillips December 1978 - August 1982
Moss Adams LLP June 1977 - December 1978
United States Air Force June 1969 - December 1975
Skills
QuickBooks, Accounting, Tax, Income Tax, Corporate Tax, Bookkeeping, Financial Reporting, Financial Accounting, Tax Returns, S Corporations, Accounts Payable, Sales Tax, Partnership Taxation, Auditing, Accounts Receivable, IRS, Payroll Taxes, Financial Analysis, Payroll, CPA
Education
Portland State University 1976 — 1977
BS, Accounting
University of Alaska Anchorage 1973 — 1976
Accounting
Michael R. Boulger CPA, APC January 2011 - Present
Moss Adams LLP February 2004 - December 2010
Skills
Tax, CPA, Accounting, Tax Preparation, Income Tax, Tax Accounting, Corporate Tax, Tax Research, Tax Returns, Partnership Taxation, Financial Analysis
Education
San Diego State University-California State University 2001 — 2003
MS, Accounting, Tax Emphasis
San Diego State University-California State University 1995 — 1999
BA, Major: Political Science / Minor: English
The Greenbrier Companies May 2013 - Present
Schnitzer Steel Industries, Inc. February 1987 - April 2013
Brown Armstrong January 1985 - January 1987
Moss Adams LLP May 1984 - January 1985
Arthur Andersen & Co. December 1981 - May 1984
Skills
Tax Accounting, Corporate Tax, Multi-state tax returns, M&A tax, Due Diligence, International Tax, Transfer Pricing, Property Tax, Fixed Asset Management, Sales & Use Tax, Internal Controls, Tax Advisory, Tax Research
Education
Portland State University
Accounting
Washington State University
Bachelor of Arts (BA), Marketing
Moved to central coast January 2014 - Present
Apollo Group March 2010 - November 2013
Moss Adams LLP November 2006 - August 2008
Deloitte & Touche Tax Technologies January 2006 - October 2006
A.T. Kearney October 1999 - December 2005
American Management Systems (AMS) April 1995 - October 1999
RR Donnelley June 1994 - April 1995
HMC May 1990 - January 1994
Booz Allen Hamilton March 1984 - April 1990
Skills
Administrative Support, Administration, Accounts Payable, Outlook, Scheduling, HRIS, Process Scheduler, Administrative..., System Administration, Payroll, Purchasing, Human Resources, Training, Access, Software Documentation, Management, Time Management, Data Entry, Spreadsheets, Budgets, Employee Relations, PeopleSoft, Microsoft Excel
Education
Stony Brook University 1974 — 1978
MA/LS, Education/Biology
Queens College 1964 — 1968
BA, Education/Biology
Dignity Health January 2015 - Present
DeVry University December 2009 - Present
American Academy of Family Physicians January 2011 - Present
Blue Shield of California March 2013 - January 2015
Blue Shield January 2010 - March 2012
Moss Adams LLP January 2006 - October 2009
Skills
AHIMA ICD 10 Certified..., AHIMA CCS-P..., Medical Coding, Managed Care, CPT, Health Policy, ICD-10, Physicians, Program Management, HIPAA, Hospitals, Policy, Healthcare Management, Healthcare Information..., EHR, EMR, Medicare, Health Insurance, Process Improvement, Management, Leadership
Education
Regis University 2006 — 2009
MBA, Healthcare Management, Graduated with Honors
St. Mary's College of California 2002 — 2005
BA, Management
Iberdrola Renewables December 2014 - Present
Moss Adams LLP January 2011 - December 2014
Portland Ultimate Flying-disc Foundation January 2010 - January 2014
Moss Adams LLP June 2010 - August 2010
Metafore Inc. 2008 - 2009
Scientific Certification Systems 2005 - 2008
Skills
QuickBooks, Financial Statements, Nonprofits, Sustainability, CPA, Forestry, Environmental Awareness, Editing, Accounting, GAAP, Tax, Journal Entries, Financial Accounting, Budgets, Corporate Tax, US GAAP
Education
Portland State University - School of Business 2009 — 2010
Post-Baccalaureate Certificate
University of California, Berkeley 1999 — 2004
B.S.
University of Canterbury 2002 — 2002
Certificate of Proficiency
Acalanes High School
Rosie Triantis Bookkeeping Services September 1993 - Present
Moss Adams LLP August 1986 - October 1993
Porter Muirhead Cornia & Howard CPA's February 1979 - July 1986
Skills
Payroll, Accounting, Account Reconciliation, QuickBooks, Bookkeeping, Accounts Receivable, TValue
Education
San Diego State University-California State University 1972 — 1972
Accounting
Southwestern College 1970 — 1971
Accounting
Casper College 1970 — 1970
Accounting
Moss Adams LLP 2008 - Present
Deloitte 2001 - 2008
RPR Partners 1999 - 2001
EY 1992 - 1999
Skills
CPA, Partnership Taxation, Tax planning for real..., Closely-held businesses..., Complex individual tax...
Education
San Diego State University-California State University 1990 — 1992
Bachelor's, Accounting
Daimler Trucks North America July 2011 - Present
Robert Half Management Resources November 2009 - July 2011
Moss Adams LLP December 2002 - September 2009
Grant Thornton January 2002 - April 2002
Portland State University September 2000 - June 2001
Electronic Specialty Company October 1996 - April 1998
Education
Portland State University - School of Business 1999 — 2001
MBA
NWUAV Propulsion Systems July 2013 - Present
Robert Half International January 2013 - June 2013
Kforce September 2012 - January 2013
FMS Solutions June 2011 - June 2012
Puttman & Teague, LLP February 2010 - November 2010
Excelsior Management Group June 2007 - February 2010
Moss Adams LLP January 2005 - April 2007
Skills
CPA, General Ledger, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, Internal Controls, Accounts Receivable, Accounts Payable, Payroll, Auditing, Standard Costs, Inventory Analysis, Database Management
Education
Portland State University - School of Business 2001 — 2004
Post-Bacc, Accounting
University of Oregon 1991 — 1994
BA, History
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams September 1999 - Present
Soberman LLP February 1997 - September 1999
Skills
Corporate Tax, Tax Research, Tax, GAAP, Accounting, Financial Reporting, Auditing, US GAAP, Tax Accounting, Tax Preparation, Income Tax, CPA, Financial Accounting, Partnership Taxation, SEC filings, Corporate Finance, Tax Returns
Education
Ryerson University
Commerce, Accounting/Finance
Swinomish Fish company September 2014 - Present
Lummi Indian Business Council August 2011 - September 2014
Lummi Indian Business Council February 2011 - August 2011
Bellingham Housing Authority April 2010 - February 2011
Lummi Indian Business Council June 2009 - April 2010
Moss Adams LLP January 2005 - June 2009
Matson & Isom Accountancy July 2003 - January 2005
Skills
Financial Reporting, Accounting, Financial Accounting, GAAP, Internal Controls, Finance, Strategic Financial..., Financial Analysis, Auditing, Internal Audit, US GAAP, QuickBooks, Sarbanes-Oxley Act, CPA, Revenue Recognition
Education
Portland State University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
WeiserMazars LLP March 2015 - Present
Moss Adams LLP November 2013 - February 2015
IntelliBridge Partners July 2012 - October 2013
Macias Consulting Group July 2012 - October 2013
City of Sacramento November 2010 - July 2012
California State Auditor August 2007 - October 2010
San Diego State University - Telecommunications and Network Services Department April 2005 - May 2007
Mountain High Hosiery, Ltd. October 2002 - July 2005
Skills
Auditing, Internal Controls, Internal Audit, Finance, Budgets, Project Management, Financial Analysis, Analysis, Program Management, Risk Assessment, Financial Audits, Financial Statements, Accounting, Data Analysis, Policy Analysis, Program Evaluation, Report Writing, IT Audit, Strategic Planning, Certified Fraud Examiner, Proposal Writing, Business Development, Performance Analysis, Investment Analysis, Legislative Analysis, Team Coordination, Team Management, Management Consulting, Local Government, Public Administration, Business Process..., Policy, Healthcare Consulting
Education
Indiana University Bloomington 2013 — 2016
MPA Candidate - School of Public and Environmental Affairs, Public Affairs, 3.94
San Diego State University-California State University 2005 — 2007
Bachelor of Arts (BA), Economics, 3.98
Moss Adams LLP 1997 - Present
Aldrich Kilbride & Tatone LLP 1995 - 1997
First Princeton Corporation 1994 - 1995
Price Waterhouse 1991 - 1992
Desmond Marcello & Amster 1987 - 1991
Skills
Business Valuation, Litigation Support, Valuation, Estate Planning, Due Diligence, Financial Accounting, Financial Analysis, Financial Modeling, Purchase Price..., Fraud, S Corporations, Expert Witness, Sarbanes-Oxley Act, Mergers & Acquisitions
Education
The University of Chicago 1992 — 1994
MBA, Finance and Accounting
Pomona College 1983 — 1987
BA, Mathematical Economics
Moss Adams LLP January 2000 - October 2007
Skills
Accounting, Tax, GAAP, Financial Reporting, CPA, General Ledger, Financial Accounting, Corporate Tax, US GAAP, Internal Controls, Tax Accounting, Assurance, Revenue Recognition, Tax Research, Financial Analysis, Auditing
Education
San Diego State University-California State University
BS, Accounting
Dale W. Engle CPA, P.C. August 1998 - Present
Moss Adams LLP 1987 - 1998
Kellogg & Andelson 1985 - 1987
Internal Revenue Service June 1984 - August 1985
Skills
Tax, Accounting, Tax Preparation, Income Tax, Tax Returns, Corporate Tax, CPA, Financial Reporting, QuickBooks, S Corporations, Financial Accounting, GAAP, Partnership Taxation, Bookkeeping, Tax Accounting
Education
Portland State University 1979 — 1984
Moss Adams LLP June 2015 - Present
Moss Adams LLP October 2013 - June 2015
Dick's Sporting Goods October 2011 - August 2012
Old Navy October 2010 - October 2011
Starbucks Coffee Company June 2007 - November 2008
Skills
Payroll, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Accounts Payable, Teamwork, Outlook, Time Management, Analysis, Team Leadership, Bookkeeping, Account Reconciliation, Financial Analysis, Accounts Receivable, Budgets, Financial Reporting
Education
Portland State University 2011 — 2013
Post Baccalaureate Accounting Certificate, Accounting, 3.68
Portland State University 2005 — 2010
Bachelors, Economics
Moss Adams LLP June 2015 - Present
BDO USA, LLP December 2014 - June 2015
KPMG July 2014 - December 2014
Rothstein Kass August 2007 - July 2014
Novogradac & Company LLP January 2004 - August 2007
Skills
Auditing, GAAP, Accounting, Private Equity, Real Estate, Financial Statements, Alternative Investments, US GAAP, Consolidation, SEC filings
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Executive MBA
California State University 2001 — 2003
Bachelor of Science, Business Administration "Accountancy"
Sacramento City College 1999 — 2001
Associate in Arts, Business Transfer
McKay, Carne, Lazarus & Goldbarg LLP January 2012 - Present
Moss Adams LLP October 2006 - December 2011
Lavine, Lofgren, Morris & Engelberg, LLP January 2003 - October 2006
Education
San Diego State University-California State University 2004 — 2005
Masters of Accountancy, Taxation
University of San Diego 1999 — 2003
Bachelors of Accountancy
Don Warnecke, CPA, LLC January 1995 - Present
Sunshine Dairy Foods Management LLC March 2008 - January 2012
Tarr LLC 2004 - 2008
Moss Adams LLP November 2001 - August 2005
Yergen and Meier, CPA 1993 - 1997
Yergen and Meier, CPA 1993 - 1997
Top Murphy & Co., LLP 1992 - 1993
Cox Communications 1982 - 1986
ADP Dealer Services November 1978 - June 1982
Skills
S Corporations, CPA, Income Tax, Tax, Financial Reporting, Financial Statements, GAAP, QuickBooks, Auditing, General Ledger, Internal Controls, Accounting, Cash Flow, Tax Returns, US GAAP, Tax Preparation, Cash Management, Financial Accounting, Tax Research, Cost Accounting, Sarbanes-Oxley Act, Tax Advisory, Managerial Finance, Partnership Taxation, Business Valuation, Accounts Payable, Accounts Receivable, Payroll, Bookkeeping, Strategic Financial..., Financial Analysis
Education
Portland State University - School of Business 1990 — 1991
MT, Masters of Taxation
Portland State University - School of Business 1980 — 1983
BS, Accounting
Charles Schmitt, CPA 2006 - Present
Moss Adams LLP 2002 - 2006
Education
San Diego State University-California State University
Moss Adams LLP August 2014 - Present
Moss Adams LLP 2014 - 2015
CNM - Central New Mexico Community College April 2014 - August 2014
State of New Mexico May 2010 - April 2014
Tax Fraud Investigations Division May 2008 - September 2009
InnPoints Worldwide May 2006 - December 2007
Skills
Government, State Government, Policy, Public Administration, Economic Development, Local Government, Federal Government, Policy Analysis, Public Policy, Budget, Strategic Planning, Performance Measurement, Grants, Financial Analysis, Non-profits, Accounting, Analysis, Economics, Legislative Relations, Finance, Budgets, Management Consulting, Program Management, Public Speaking
Education
The University of New Mexico 2003 — 2005
Master of Business Administration (M.B.A.), Human Resources and Policy and Planning
Point Loma Nazarene University 1992 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Dreyfus 2007 - Present
Moss Adams LLP January 2001 - March 2003
Education
Queens College 2003 — 2006
Bachelor's degree, Accounting and Finance
Moss Adams LLP June 2014 - Present
Moss Adams LLP June 2013 - September 2013
Jaffe Farms, LLC January 2011 - September 2012
Pat Heyward Canes December 2010 - September 2012
Kahtoola November 2007 - August 2010
Coconino County Clerk of Superior Court November 2006 - November 2007
Borders Bookstores November 2002 - August 2006
Skills
Financial Accounting, Microsoft Excel, QuickBooks, Bookkeeping, Follow-through Skills, Account Reconciliation, Microsoft Office, Accounting, Auditing, Tax
Education
Portland State University - School of Business 2012 — 2013
Post-Bac Accounting Certificate
Scripps College 1997 — 2001
Bachelor of Arts (BA)
University of Adelaide 2000 — 2000
Study Abroad Program
IXL Learning, Inc. August 2013 - Present
Moss Adams LLP 2013 - 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Customer Service, Research, Sales
Education
Saint Mary's College of California 2008 — 2012
Bachelor of Arts in English, English Language and Literature, General
Harsch Investment Properties February 1997 - Present
Moss Adams LLP February 1989 - February 1997
Education
Portland State University
U of O
SRSM March 2014 - Present
PPV, Inc. 2007 - 2013
Cappseals, Inc. January 1997 - June 2007
Anderson Accounting, PC February 1992 - December 1996
Moss Adams LLP January 1986 - January 1991
Wissbaum, Sarazin and Co. January 1985 - December 1985
Skills
Mergers & Acquisitions, Finance, Leadership, Human Resources, Accounting, Management, Negotiation
Education
Portland State University 1982 — 1984
BS, Accounting and Business Administration
Clark College 1981 — 1982
Associate's degree, Accounting and Business Administration
Moss Adams LLP July 2012 - Present
Eisenhower & Carlson PLLC December 1989 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
Pierce College at Fort Steilacoom
Associate's degree, Legal Assistant/Paralegal
Internal Revenue Service, Criminal Investigation February 2010 - Present
Moss Adams LLP January 2008 - January 2010
San Diego State University August 2007 - December 2007
Skills
Criminal Investigations, Federal Law Enforcement, Certified Fraud Examiner, Anti Money Laundering, Investigation, Fraud Detection, Bank Secrecy Act, Forensic Accounting, Enforcement, Identity Theft, CPA, Tax, Forensic Analysis, Fraud, Interrogation, Anti-corruption, Accounting, Due Diligence, Expert Witness, Evidence, Internal Investigations, Criminal Law, Investigative Reporting, Private Investigations, GAAP, Microsoft Office
Education
Washington State University 2013 — 2015
Master of Business Administration, Finance
San Diego State University-California State University 2007 — 2007
Master of Science, Accounting & Taxation
San Diego State University-California State University 2003 — 2007
Bachelor of Science, Accounting (Summa Cum Laude)