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 January 2015 - Present
Self-employed April 2013 - January 2015
Best Buy November 2010 - January 2011
CVS Pharmacy December 2009 - November 2010
Skills
Customer Service, Bookkeeping, Marketing, Oral & Written..., Sales
Education
California State University-Sacramento 2012 — 2014
Bachelor of Science (BS), Accounting
San Joaquin Delta College 2009 — 2011
Associate's degree, Accounting
Franchise Tax Board September 2015 - Present
Franchise Tax Board June 2014 - Present
Moss Adams LLP January 2014 - July 2014
Mohler, Nixon & Williams (combined with Moss Adams in 2013) July 2007 - December 2013
Skills
Tax Accounting, CPA, Tax, Corporate Tax, Tax Returns, ASC 740-10, FAS 109, Accounting, Lacerte, FIN 48, RIA Checkpoint, US Tax, Multi-state tax returns, GoSystems, State Tax, C-Corp, Tax Research, Microsoft Excel, Provision, ASC 740, Partnership Taxation, GAAP, Income Tax, Tax Preparation
Education
San Jose State University
Bachelor of Science (BS), Accounting
PwC October 2013 - Present
PwC June 2012 - August 2012
Soho Style Inc. July 2011 - September 2011
Moss Adams LLP July 2011 - July 2011
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Microsoft Office, Financial Accounting, Financial Analysis, QuickBooks, Financial Reporting, Tax, Access, Customer Service, Teamwork, Outlook, Financial Modeling, Data Analysis, Research, Team Building
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelor of Science, Accounting
Bandung International School 1999 — 2009
Peterson Sullivan LLP November 2014 - Present
Moss Adams LLP January 2013 - July 2014
Mohler, Nixon & Williams (combined with Moss Adams in 2013) July 2008 - December 2012
Skills
Income Tax, International Tax, CPA, Tax Accounting, Tax Returns, Tax Preparation, Accounting, Tax Research, Tax
Education
Santa Clara University 2005 — 2008
BS, Accounting
CloudFlare July 2014 - Present
Moss Adams LLP May 2013 - July 2014
Gorilla Circuits June 2010 - May 2013
Skills
Accounts Payable, Account Reconciliation, Accounts Receivable, Payroll, Accounting, Invoicing, Fixed Assets, Finance, Financial Statements, GAAP
Education
San Jose State University 2005 — 2008
Bachelor's degree, Accounting and Finance
Moss Adams LLP July 2014 - Present
Family Caregiver Alliance June 2013 - May 2014
Skills
Accounting, QuickBooks, Tax Preparation, Financial Accounting, Financial Analysis
Education
San Francisco State University 2011 — 2014
Bachelor of Science (B.S.), Accounting, 3.81
Moss Adams LLP April 2013 - Present
Dixon Hughes Goodman LLP June 2010 - April 2013
McGladrey & Pullen/RSM McGladrey Inc September 1992 - May 2010
Frank, Rimerman & Co. 1988 - 1992
Skills
Export Incentives:..., US Federal Tax:..., IRS Offshore Voluntary..., Payroll, Transfer Pricing, Due Diligence, Tax, Tax Accounting, VAT, GAAP, Strategic Planning, Management, International Tax, Business, Cash Management, Leadership, Recruiting, Incentives, Multinational, Partnership Taxation, International Tax..., Accounting, Tax Preparation, Compliance Regulations, CPA, Corporate Tax, Income Tax
Education
Tulsa Unversity 2001 — 2005
Masters, Taxation
Santa Clara University 1986 — 1988
Bachelors, Accounting, Magna Cum Laude
Reiter Affiliated Companies March 2014 - Present
Moss Adams LLP June 2012 - March 2014
Skills
CPA, Accounting, Financial Accounting, Financial Reporting, GAAP, US GAAP, Financial Analysis, Financial Statements, Internal Controls, Revenue Recognition
Education
San Jose State University
The Fremont Group September 2014 - Present
Elevate Financial Solutions January 2013 - September 2014
H&Q Asia Pacific June 2011 - December 2012
Moss Adams LLP January 2007 - May 2011
Skills
GAAP, Accounting, Internal Controls, Auditing, CPA, SEC filings, Financial Accounting, US GAAP, Corporate Tax, Revenue Recognition, Sarbanes-Oxley Act, Assurance, Financial Analysis, Income Tax, QuickBooks, Financial Statements, Tax Research, Tax Accounting
Education
UC Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Santa Clara University - Leavey School of Business
JMD Financial Partners, LLC April 2015 - Present
Pacific Crest Group August 2014 - April 2015
Protiviti April 2014 - June 2014
Redwood City June 2011 - April 2013
Moss Adams LLP 2008 - 2010
PricewaterhouseCoopers 2006 - 2008
Skills
SAS70, IT Audit, CISA, Sarbanes-Oxley Act, Auditing, Internal Controls, ITGC, COBIT, Internal Audit, Sarbanes-Oxley, Assurance, COSO, Enterprise Risk..., SOX 404, External Audit
Education
San Francisco State University, College of Business 2004 — 2006
Bachelor of Business Administration (BBA), Accounting
Canada College
Medical Coding Specialist
Moss Adams LLP November 2012 - Present
Wells Fargo July 2007 - December 2012
Skills
Sales, Banking, Credit, Microsoft Office, Accounting, Financial Reporting, General Ledger, Customer Service, Financial Services, Retail Banking, Account Reconciliation, Financial Accounting, Microsoft Excel, Microsoft Word, QuickBooks, NetSuite, Compilation Of...
Education
San Jose State University 2010 — 2012
Bachelor's degree, Accounting
Milpitas 2004 — 2006
High School
Moss Adams LLP June 2012 - Present
Kaz Winery February 2007 - May 2012
G&J Seiberlich LLP February 2012 - April 2012
Community Support Network February 2008 - April 2012
Burr Pilger Mayer June 2011 - August 2011
Lost Coast Forest Products 2009 - 2010
Comp Pro Med, Inc July 2007 - October 2009
Skills
QuickBooks, General Ledger, Financial Statements, Accounting, Bookkeeping, ProSystems Engagement, ProSystems Tax, Adobe Acrobat, Microsoft Excel, Peachtree, Account Reconciliation, Payroll, Tax
Education
Sonoma State University 2010 — 2012
Bachelor of Science (B.S.), Accounting, Cum Laude
Santa Rosa Junior College 2007 — 2010
Associate of Arts (AA), Social & Behavioral Sciences, Business Administration
Moss Adams LLP January 2014 - Present
Brighter Collective April 2013 - November 2013
UCLA School of Dentistry March 2008 - April 2013
The Massage Place April 2004 - March 2008
Skills
Event Planning, Microsoft Office, Travel Planning, Coordinating Events, Accounts Payable, Accounts Receivable, Spanish-speaking, Managerial Skills, Payroll, Customer Service, Appointment Scheduling, Multi-line Phone, Budget Monitoring, Operations Management, Mail Merge, Communication Skills, Multi Tasking, Microsoft Excel, Microsoft Word, Microsoft Exchange, Expense Reports
Education
Santa Monica College 2001 — 2003
Santa Monica High School 1997 — 2001
Deloitte January 2015 - Present
Moss Adams LLP January 2014 - December 2014
Swank Audio Visuals May 2012 - May 2013
SSI Prepaid Medicine, Cali - Colombia Insurance February 2004 - March 2008
Torres Zola Art Gallery 2000 - 2004
Skills
Customer Service, Teamwork, Customer Satisfaction, Hospitality, Hotels, Income Statement, QuickBooks, Outlook, Microsoft Excel, Auditing, Financial Statements, Sales, Management, Account Reconciliation
Education
San Francisco State University 2011 — 2013
Bachelor's degree, Accounting and Business/Management
San Francisco State University 2010 — 2013
Bachelors of Science Business Administration, Accounting, Graduated : Cum Laude
Universidad Santiago de Cali 2006 — 2008
Accounting
Moss Adams LLP 2015 - Present
Residential Life at San Francisco State Univerity July 2012 - Present
Moss Adams LLP June 2014 - August 2014
Santa Rosa Junior College January 2011 - August 2011
Wells Fargo Bank March 2010 - December 2010
Santa Rosa Junior College July 2008 - December 2009
Skills
Data Entry, Administrative Support, Customer Service, PowerPoint, Word, Microsoft Word, Microsoft Excel, Outlook, Banking, Team Leadership, Training, Tax, Spreadsheets, General Ledger, Accounts Receivable, Administrative..., Accounting, Budgets, Teamwork, QuickBooks, Management, Accounts Payable, Access
Education
San Francisco State University 2014 — 2015
Master's Degree, Accounting
San Francisco State University 2011 — 2013
Bachelor's Degree, Accounting
Santa Rosa Junior College 2008 — 2011
Associate's Degree, Business Administration
Santa Rosa Junior College 2008 — 2011
Associate's Degree, Social; Behavioral Sciences
University of the Pacific September 2015 - Present
California Society of CPAs/CalCPA Education Foundation January 2015 - Present
Niagara Bottling May 2015 - August 2015
Moss Adams LLP January 2015 - April 2015
Fabulous Nails October 2013 - December 2014
Taylor Salon August 2009 - December 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Management, Leadership, Time Management, Teamwork, Financial Accounting, Data Entry, Accounting, Auditing, Communication, Event Planning
Education
University of the Pacific 2013 — 2016
Bachelor's & Master's degree, Accounting, 3.88
San Joaquin Delta College 2011 — 2013
Associate of Science (AS), Accounting and Banking, 3.94
Moss Adams LLP June 2013 - Present
Mohler, Nixon & Williams July 2012 - September 2012
WESCO Distribution June 2011 - July 2012
investorgoodies.com January 2011 - June 2012
Santa Clara Media Service September 2010 - June 2011
Skills
Finance, Accounting, Financial Modeling, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Accounting, Financial Reporting, Social Networking, Time Management
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Bachelors, Accounting/Finance/Entrepreneurship
monta vista high school
Rodeo Realty, Inc. March 2014 - Present
Rhodes Notary 2004 - Present
Keller Williams November 2013 - March 2014
Moss Adams, LLP April 2012 - March 2013
Tribeca Business Management September 2007 - November 2010
Regus August 2006 - September 2007
Prayer Haute Couture June 2006 - July 2007
Escrow L.A., Inc. February 2006 - August 2006
Barcelona Apartments June 2004 - February 2006
Skills
Notary Public, Quickbooks, Microsoft Office, Mac OS X, QuickBooks, Budgets, Management, Short Sales, Accounts Receivable, Real Estate, Marketing, OS X, Sales
Education
Santa Monica College
Registered Nursing/Registered Nurse
Volunteer State Community College
Registered Nursing/Registered Nurse
Moss Adams LLP December 2011 - Present
YMCA of San Joaquin October 2012 - Present
Firelight Project 2008 - Present
Kalfsbeek & Company July 2009 - October 2011
KPMG Audit August 2004 - January 2008
Abbott, Stringham & Lynch May 2002 - October 2003
Skills
Income Tax, Accounting, Tax Preparation, Corporate Tax, Tax, Compliance, US GAAP, CPA, Financial Accounting, Tax Accounting, Tax Research, General Ledger, Fixed Assets, S Corporations, Cash Management, ProSystem fx Tax, Financial Audits, Tax Law, Account Reconciliation, Financial Statements, Big 4, Tax Returns, Tax Advisory, Strategic Financial..., Managerial Finance, IRS, Sarbanes-Oxley, Cost Accounting, LLC, Business Tax Planning, Personal Tax Planning, Accountants, Finance, Tax Credits, Financial Planning, Sarbanes-Oxley Act
Education
Santa Clara University - Leavey School of Business 2002 — 2004
Bachelor of Science in Commerce, Accounting
Moss Adams LLP May 2015 - Present
Frank, Rimerman + Co. LLP October 2013 - May 2015
San Jose State University August 2012 - August 2013
Zscaler Inc. May 2012 - August 2012
Skills
Microsoft Office, NetSuite, Intacct, Peachtree, QuickBooks, Checkpoint, RIA, Constant Contact, Accounting, Financial Reporting, Leadership, General Ledger, Forecasting, PowerPoint, Microsoft Excel, Teamwork, Management, Communication
Education
San Jose State University 2012 — 2013
Master of Science (M.S.), Taxation
San Jose State University 2008 — 2012
Bachelor's, Business Administration Concentration Accounting, Minor in Communication Studies & Philosophy
Moss Adams LLP July 2015 - Present
Moss Adams LLP June 2014 - August 2014
Education
San Francisco State University, College of Business
Bachelor of Science (B.S.), Business Administration: Concentration in Accounting
LG&E and KU Energy LLC July 2015 - Present
LG&E & KU February 2013 - July 2015
LG&E & KU May 2011 - March 2013
Trover Solutions April 2010 - May 2011
Mountjoy Chilton Medley May 2006 - April 2010
Moss Adams LLP December 2003 - May 2006
Private Companies May 1999 - December 2003
Skills
Internal Audit, Not for Profit, Healthcare, Government, Internal Controls, Auditing, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Technical Accounting..., Finance, Forecasting, Assurance, Risk Management
Education
San Francisco State University, College of Business 2001 — 2003
MBA, Accounting
University of Kentucky 1996 — 1999
BA, International Economics and Foreign Language
Moss Adams LLP January 2015 - Present
Moss Adams LLP March 2013 - Present
Moss Adams LLP December 2010 - February 2013
Field Paoli Architects May 2009 - December 2010
Field Paoli Architects March 2007 - May 2009
WTS International October 2003 - March 2007
Skills
Event Planning, Adobe Creative Suite, Email Marketing, Marketing Communications, Marketing Strategy, Strategic Planning, InDesign, Social Media Marketing, Proposal Writing, Social Media, Advertising, Trade Shows, Microsoft Excel, Copywriting, Project Management, Newsletters, Market Planning
Education
San Francisco State University 2002 — 2007
BA, Communications
Moss Adams LLP August 2015 - Present
Independent Contractor May 2008 - Present
O'Rourke & Associates June 2014 - 2015
Union Bank August 2010 - April 2014
M Squared Inc. October 2005 - March 2008
Pitney Bowes, Inc. October 2004 - October 2005
KPMG LLP 2001 - 2004
KPMG LLP 1999 - 2001
Mervyn's/Target 1988 - 1999
Skills
Executive Search, Workforce Planning, Strategic Sourcing, Personal Branding, Social Networking, Full-cycle Recruiting, Direct Recruiting, Social Networking Sites, Humor, Connecting People, SDLC, Recruiting, Personnel Management, Temporary Placement, Management, Social Media, Leadership, Talent Acquisition, Start-ups, Strategy, Executive Management, Human Resources, Strategic Planning, Employee Relations, Cold Calling, Negotiation, Applicant Tracking..., Taleo, Business Development, Banking, Vendor Management, Sourcing, Hiring, Succession Planning, Coaching, Training, Interviews, rock paper scissors, air guitar, cartoon tag (you're it), College Recruiting, Onboarding, Technical Recruiting, Internet Recruiting, Employer Branding, Benefits Negotiation, Performance Management, Networking, Project Delivery, Employee Engagement
Education
San Francisco State University
Moss Adams LLP January 2013 - Present
Mohler, Nixon, & Williams January 2006 - December 2012
Uniwill Computer International Corp June 2005 - August 2005
Skills
Revenue Recognition, Auditing, Accounting, GAAP, Financial Reporting, Accounts Payable, Audits of Employee..., Financial Statements, Accounts Receivable, Manages corporate plan..., Manages employee..., Defined Contribution, Defined Benefit, Health & Welfare..., Nonprofits, CPA, Sarbanes-Oxley Act, US GAAP, Corporate Tax, Financial Audits, Financial Analysis, General Ledger, SEC filings, Internal Controls, Income Tax, Consolidation, Financial Accounting, Assurance, Accruals
Education
San Jose State University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Moss Adams LLP November 2013 - Present
Cahill Contractors, Inc August 2010 - November 2013
Hatch Design LLC September 2010 - June 2011
Spinn3r, Inc September 2009 - September 2010
Skills
QuickBooks, Invoicing, ADP Payroll, Microsoft Excel, GAAP, Cost Accounting, Accounting, Auditing, Financial Analysis, Payroll, Microsoft Office, PowerPoint, General Ledger, Bookkeeping, Accounts Receivable, Accounts Payable, Internal Controls, Account Reconciliation, Financial Statements
Education
San Francisco State University 2011 — 2013
Masters, Accounting
University of California, Berkeley 2005 — 2009
Bachelor's, History
Moss Adams LLP December 2014 - Present
Moss Adams LLP February 2014 - December 2014
Grange Cooperative Supply Association September 2012 - February 2014
Moss Adams LLP August 2007 - August 2012
Santa Clara University 2005 - 2007
Skills
Accounting, Assurance, Auditing, Financial Accounting, Financial Reporting, GAAP, Internal Controls, Microsoft Excel, SEC filings, US GAAP, CPA, Financial Audits, Financial Statements, External Audit, Sarbanes-Oxley Act, Revenue Recognition, SEC Filings
Education
Santa Clara University - Leavey School of Business 2003 — 2007
BS Commerce, Accounting
Moss Adams LLP January 2015 - Present
Calix November 2012 - December 2014
College Works Painting February 2012 - September 2012
YMCA May 2006 - May 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Sales, Data Entry, Accounting, Teamwork, Leadership, Time Management, Inventory Management, Financial Analysis
Education
Sonoma State University 2009 — 2014
Bachelor of Science (B.S.), Accounting, Senior
Santa Rosa Junior College
Moss Adams LLP June 2014 - Present
Moss Adams LLP August 2012 - Present
Talari Networks, Inc November 2009 - June 2012
Santa Clara University September 2008 - June 2012
Kappa Alpha Theta - Eta Lambda January 2011 - January 2012
Moss Adams LLP June 2011 - August 2011
Santa Clara University September 2009 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Accounting, Finance, Event Planning, Research, Social Media, Customer Service, Social Networking, QuickBooks, Public Speaking, Non-profits, Organization, Budgets, CPA
Education
Santa Clara University 2008 — 2012
Bachelor of Science in Commerce, Accounting
Loyola University Chicago-Rome Center
Moss Adams LLP September 2010 - Present
Fireman's Fund Insurance May 2007 - December 2009
State Farm Insurance and Financial Services July 1995 - January 2006
State Farm Insurance Companies July 1987 - July 1995
Skills
Project Management, Marketing, Strategic Planning, CRM, Marketing Strategy, Integrated Marketing, Business Development, Advertising, Public Relations, Sales, Management, Training, Event Planning, Sales Operations, Brand Awareness
Education
University of San Francisco
Bachelor of Science, Business Administration; Marketing
Santa Rosa Junior College
AA, Liberal Arts
Petaluma High School
Armanino LLP January 2014 - Present
Moss Adams LLP January 2013 - January 2014
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2011 - December 2012
DiscoveRx February 2009 - May 2010
Diagnostic Biosystems July 2008 - February 2009
Skills
Biotechnology, Accounting, QuickBooks, Microsoft Excel, Microsoft Office, PowerPoint, Research, Auditing, Financial Analysis, Financial Reporting, Lifesciences, Financial Accounting, Tax, Microsoft Word, Analysis, Outlook, Corporate Finance, Lacerte, 1099 Preparation, Property Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Trust Taxation, International Tax, Expatriate Tax, Provision, fin 48, GoSystems, SEC filings, Tax Research, Tax Returns
Education
San Jose State University 2010 — 2011
MS Accountancy, Accounting
Sonoma State University 2004 — 2008
B.A., Biology
California State Board of Equalization July 2010 - Present
CERO Global Non January 2000 - January 2011
Moss Adams LLP September 2008 - May 2009
Volunteer Income Tax Assistance January 2008 - April 2008
Roger Phillips CPA Review 2007 - 2008
Golden Gate Bridge Highway and Transportation July 2004 - March 2007
US Bank July 2000 - February 2003
Skills
Cross-functional Team..., Accounting, Financial Analysis, Financial Audits, Financial Statements, Fixed Assets, Internal Controls, Microsoft Word, PowerPoint, Project Management, Tax, Tax Law, Tax Preparation, Analysis, Accounts Receivable, Accounts Payable, Strategic Planning, Strategic Alliances, QuickBooks, Microsoft Excel, GAAP, Auditing
Education
San Francisco State University 2006 — 2008
B.S., Accounting
Skyline College 2002 — 2006
Associate of Science; Associate of Arts, Business Administration; Liberal Arts
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams May 2011 - December 2012
Mohler, Nixon & Williams June 1987 - December 2012
Cybernex Advanced Storage Technology July 1984 - June 1987
Skills
Tax, Revenue Recognition, Accounting, Auditing, SEC filings, Venture Capital, US GAAP, GAAP, CPA, Financial Analysis, Tax Preparation, Financial Statements, Assurance, Corporate Tax, Sarbanes-Oxley Act, Income Tax, Internal Controls, Risk Management, Financial Reporting, External Audit, Financial Accounting, Tax Accounting
Education
San Jose State University 1977 — 1979
Undergraduate, Accounting
Moss Adams LLP January 2015 - May 2015
Moss Adams LLP June 2014 - December 2014
USC Leventhal School of Accounting August 2012 - December 2014
USC Auxiliary Services June 2013 - May 2014
BarFly La Jolla May 2011 - August 2012
Paula Kleinman Law Office June 2008 - August 2010
Carlsbad High School Choral Department August 2009 - June 2010
Skills
Customer Service, Tax Preparation, Account Reconciliation, Public Speaking, Microsoft Office, Financial Accounting, PowerPoint, Photoshop, Windows, Teaching, Leadership, Editing, Event Planning, Facebook, Microsoft Excel, Microsoft Word, Social Media, Social Networking
Education
USC Leventhal School of Accounting 2012 — 2014
Bachelor of Science (BS), Accounting
Santa Barbara City College 2010 — 2012
Moss Adams LLP 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) June 2005 - December 2012
Skills
GAAP, Auditing, Accounting, Financial Reporting, Audits of Employee..., US GAAP, Internal Controls, Assurance, Financial Accounting, Tax Research, Revenue Recognition, Tax Accounting, Financial Statements, CPA, SEC Filings
Education
San Jose State University 2002 — 2005
Bachelor's degree, Accounting
Doerner, Saunders, Daniel & Anderson October 2014 - Present
Moss Adams LLP 1993 - 2012
Perkins & Company 1987 - 1993
Arthur Andersen & Co. San Jose Ca. and Portland Oregon 1976 - 1987
Skills
CPA, Tax, Restructuring, Partnership Taxation, Mergers & Acquisitions, Tax Law, Management, Corporate Tax, International Tax, Accounting
Education
Santa Clara University
Juris Doctor
Santa Clara University
Bachelor of Science, Commerce
BDO USA, LLP August 2015 - Present
BDO USA, LLP October 2014 - August 2015
Wat Thai Temple of Los Angeles December 2011 - July 2015
USC Career Advantage Program (CAP) September 2012 - June 2015
USC Birnkrant Honors Student Housing August 2012 - May 2014
BDO USA, LLP June 2013 - August 2013
USC Environmental Health and Safety August 2011 - July 2013
ALPFA, Inc. — Empowering Latino Leaders January 2012 - January 2013
Grant Thornton LLP August 2012 - August 2012
Moss Adams LLP July 2012 - July 2012
Skills
Teamwork, Enthusiastic..., Communication, Business Networking, Motivation, Enthusiasm to learn, Diligent, Customer Service, Microsoft Office, Team Leadership, Exceptional Listener, Team Building, Leadership, Community Service, Mentoring, Sports, Marketing, Motivational Speaking, Tutoring, Foreign Relations, Project Planning, Philanthropy, Social Media, Sales, Public Speaking, Event Planning, Social Networking, Email Marketing, Marketing Strategy
Education
University of Southern California 2011 — 2014
Bachelor of Science, Accounting
Santa Monica College 2010 — 2011
General Education, Pre-Accountancy, 3.92 / 4.00
Van Nuys High School 2006 — 2010
Ranked #42 / 554 (Top 8%) {High Honors}, 3.95 / 4.00
Moss Adams LLP June 2012 - Present
Moss Adams, LLP January 2008 - June 2012
Moss Adams LLP January 2006 - December 2007
Moss Adams LLP June 2004 - December 2005
Skills
Auditing, Healthcare, US GAAP, GAAP, Assurance, Internal Controls, CPA, Financial Reporting, Accounting, Payroll, General Ledger, Account Reconciliation, Financial Statements, Sarbanes-Oxley Act, Corporate Tax, Tax
Education
San Francisco State University, College of Business 2000 — 2004
Bachelor's degree, Accounting
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) January 2009 - December 2012
San Francisco Car Corporation of America May 2007 - September 2007
eBay May 2006 - September 2006
Skills
Accounting, Start-ups, CPA, Business Planning, Tax, Leadership, Financial Analysis, US GAAP, GAAP, Social Media, Corporate Tax, Finance, Sales
Education
Santa Clara University - Leavey School of Business 2004 — 2008
Accounting
Bellarmine College Preparatory 2000 — 2004
City of Phoenix, Oregon February 2012 - Present
City of Central Point, Oregon 2010 - Present
Dogs for the Deaf, Inc. February 2008 - June 2014
ACCESS, Inc. March 2008 - February 2012
Pacific Retirement Services August 2006 - March 2008
Michael L. Piels CPAs, LLP August 2001 - August 2006
Moss Adams LLP 2000 - 2001
Erickson Air-Crane, Inc. 2000 - 2000
Skills
Budgeting, Non-profits, Financial Reporting, Accounting, Auditing, Internal Controls, Financial Management, Financial Planning, Audit, Government, Financial Analysis, Compliance, General Ledger, Payroll, GAAP, Strategic Planning, Forecasting, Cash Flow, Policy, Risk Management, Administration, Financial Accounting, Internal Audit, Reconciliation, Accounts Payable, Accounts Receivable, Budgets, Account Reconciliation, Strategic Financial..., Managerial Finance, Board of Director..., Board of Directors, Finance, System Administration, Nonprofits, CPA, Income Tax, Analysis, Financial Statements, Sarbanes-Oxley Act, Financial Audits, US GAAP, Cash Management, Tax Preparation, Financial Risk, Tax, Corporate Tax, Tax Returns, Sales Tax, Management
Education
Southern Oregon University 1993 — 1997
B.S., Accounting
San Jose State University 1988 — 1993
Accounting
Harbor High School 1984 — 1988
Moss Adams LLP September 2009 - Present
Ernst & Young September 1984 - June 2009
Education
Santa Clara University 1980 — 1984
BS, Accounting
Deloitte October 2014 - Present
Moss Adams LLP March 2014 - September 2014
Deloitte October 2011 - March 2014
Deloitte April 2005 - September 2011
Deloitte October 2003 - April 2005
TechTV July 2002 - August 2003
Kauzmic Communications January 2001 - April 2002
Kauzmic Communications June 2000 - January 2001
Skills
Illustrator, Editing, Graphics, Video Production, Advertising, Microsoft Office, Adobe Acrobat, Multimedia, Management, Photoshop, Corporate Branding, Layout, Proposal Writing, Technical Writing, Brochures, PowerPoint
Education
San Francisco State University 1997 — 2000
BA, Cinema; Production
University of Hawaii 1995 — 1997
Studio Photography, English Literature, and Creative Writing
Moss Adams LLP January 2012 - Present
Skills
QuickBooks, Administrative..., Accounting, Accounts Payable, Bookkeeping, Accounts Receivable, Spreadsheets, Auditing, Microsoft Excel
Education
San Joaquin Delta College
Western Nevada College
Advent Software January 2015 - Present
Moss Adams LLP July 2014 - December 2014
Moss Adams LLP (previously Mohler, Nixon, & Williams; combined with Moss Adams 1/1/2013) July 2012 - July 2014
Mohler, Nixon & Williams July 2011 - August 2011
Woodstock Corporation June 2009 - September 2009
Global Vision International July 2008 - August 2008
Skills
Accounting, Auditing, GAAP, Financial Analysis, US GAAP, Tax, Revenue Recognition, Microsoft Excel, SEC filings, QuickBooks, Internal Controls, Financial Accounting, Financial Reporting, SEC Filings
Education
Santa Clara University 2008 — 2012
Bachelor's of Science in Commerce, Accounting and Information Systems
Moss Adams LLP December 2014 - Present
Moss Adams LLP June 2011 - December 2014
Moss Adams LLP November 2008 - June 2011
Deloitte and Touche September 2006 - September 2008
Skills
GAAP, Auditing, SEC filings, US GAAP, Internal Controls, Assurance, CPA, Financial Analysis, Financial Reporting, SEC Filings, Financial Statements, Sarbanes-Oxley Act, Tax
Education
San Francisco State University
Moss Adams LLP April 2010 - Present
Ernst & Young, LLP January 2003 - February 2010
Way to Be, LLP November 2001 - December 2002
McDonald's Corporation January 1994 - January 2001
McDonald's Corporation January 1990 - January 1994
Education
San Jose State University 1973 — 1985
BA, Social Science
Moss Adams LLP August 2011 - Present
Altro/Zabuun, Inc. February 2010 - August 2011
Chegg Inc. August 2009 - March 2010
Deloitte & Touche September 2006 - July 2009
Skills
Accounting, SEC filings, Revenue Recognition, Financial Reporting, Auditing, Sarbanes-Oxley Act, US GAAP, GAAP, Financial Accounting, Financial Analysis, Internal Audit, Internal Controls, External Audit, Leadership, Microsoft Excel, Finance, Sarbanes-Oxley, SEC Filings
Education
Santa Clara University - Leavey School of Business 2004 — 2006
Bachelor of Science in Commerce, Accounting
Moss Adams LLP June 2015 - Present
Santa Clara University August 2013 - June 2015
HCA International Ltd January 2014 - March 2014
Bronco Kidz All Sports Camp June 2013 - August 2013
New Trier High School District June 2011 - August 2012
Skills
Coaching, Access, Leadership, Team Management, Microsoft Excel, QuickBooks, Data Entry
Education
Santa Clara University 2011 — 2015
Accounting, Accounting
New Trier High School 2007 — 2011
PwC December 2014 - April 2015
Moss Adams LLP January 2013 - December 2014
UNIQLO California LLC October 2012 - December 2012
Grant Thornton LLP June 2012 - August 2012
Accounting Students Organization December 2011 - May 2012
Rice McVaney Communications March 2011 - May 2012
Benefit Cosmetics August 2011 - December 2011
Let's Cupcake SF June 2011 - December 2011
Accounting Students Organization May 2011 - December 2011
Accounting Students Organization December 2010 - May 2011
Skills
Microsoft Word, Microsoft Excel, Customer Service, Management, Critical Thinking, Teamwork, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Mac OS, ACL 9, Microsoft Visio, ProSystem fx Engagement, Internal Controls, PowerPoint, Accounting, Outlook
Education
San Francisco Art Institute 2015 — 2017
Master of Fine Arts (MFA), Painting
San Francisco State University 2007 — 2012
Bachelor of Science, Accounting
Moss Adams LLP June 2014 - Present
Moss Adams LLP July 2012 - June 2014
Moss Adams LLP July 2008 - June 2012
Moss Adams LLP August 2006 - July 2008
Skills
Audit, Financial Reporting, Accounting, Assurance, Financial Analysis, Team Management, US GAAP, Risk Assessment, Problem Solving, Coordination, Forecasting, Client Service Oriented, Auditing, Financial Audits, Internal Controls, Risk Management, Sarbanes-Oxley Act, CPA, Revenue Recognition, Financial Statements, Financial Accounting, External Audit, Analysis
Education
Santa Clara University 2002 — 2006
Bachelor of Science, Accounting
American Shared Hospital Services May 2014 - Present
American Shared Hospital Services April 2013 - May 2014
Daughters of Charity Health System June 2011 - April 2013
Moss Adams LLP September 2006 - April 2011
Skills
ProSystem fx Tax, Microsoft Excel, Internal Controls, Financial Analysis, Financial Statements, GAAP, Internal Audit, Accounting, Revenue Recognition, Assurance, Auditing, Budgets, Finance, Financial Reporting, Financial Accounting, US GAAP
Education
Santa Clara University - Leavey School of Business 2002 — 2006
BS, Finance, Accounting
JMP Securities September 2013 - Present
Moss Adams LLP January 2013 - September 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) July 2011 - December 2012
Attaché Communications June 2010 - August 2010
Skills
Accounting, Auditing, GAAP, Financial Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Office, US GAAP, Financial Statements, Assurance, External Audit
Education
Santa Clara University 2007 — 2011
Bachelor of Science in Commerce, Accounting
Moss Adams LLP October 2012 - Present
Skills
Accounting, GAAP, US GAAP, Financial Reporting, Internal Controls, QuickBooks, Auditing, General Ledger, Tax Preparation
Education
Santa Clara University - Leavey School of Business 2011 — 2012
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
Information Technology Services Help Desk August 2014 - Present
Moss Adams LLP June 2015 - August 2015
Human Services Agency July 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, Footprints Service Core, Type 90 W.P.M., Microsoft Word, PowerPoint, Time Management, Customer Service, Teamwork, Public Speaking, QuickBooks, Financial Reporting, Leadership
Education
San Francisco State University 2012 — 2016
Bachelor of Science (B.S.), Business Administration (Accounting)
South San Francisco High School 2009 — 2012
High School Diploma, 3.9 GPA
Colleen James CPA, PLLC August 2011 - Present
Univar USA Inc. October 2007 - August 2011
Concur Technologies, Inc. April 2006 - October 2007
Wolters Kluwer March 2005 - March 2006
Western Wireless September 2004 - March 2005
Moss Adams LLP November 2002 - September 2004
DaVita November 1998 - November 2002
KPMG LLP May 1997 - November 1998
Coopers & Lybrand LLP September 1994 - May 1997
Skills
Accounting, CPA, Financial Reporting, Tax, SEC filings, Sarbanes-Oxley Act, GAAP, General Ledger, Tax Research, Income Tax, Internal Controls, International Tax, Accounts Payable, Corporate Tax, Finance, Tax Accounting, SEC Filings, Tax Advisory, Provisioning
Education
Santa Clara University
Bachelor of Science in Commerce, Accounting
University of Denver - Daniels College of Business
Master of Taxation, Taxation
MultiCare Health System December 2012 - Present
Valley Medical Center May 2012 - October 2012
Moss Adams LLP November 2011 - May 2012
MultiCare Health System September 2006 - August 2011
University Place School District 2001 - 2006
Bethel School District September 1991 - June 1992
Skills
CPOE, Curriculum Development, Customer Service, EHR, EMR, Epic Systems, Healthcare, Healthcare Information..., Hospitals, Policy, Process Improvement, Recruiting, SharePoint, Software Documentation, Team Building, Training, Teaching, Instructional Design, Integration, Leadership, Management, Microsoft Office, Onboarding, Program Management, Public Speaking, Technical Writing, Leadership Development, Mentoring
Education
University of Oregon 1985 — 1989
BA, English
San Francisco State University 1989 — 1991
California Teaching Degree, Education
Moss Adams LLP August 2011 - Present
Santa Clara University September 2007 - June 2011
First Community Bank June 2009 - August 2009
Skills
US GAAP, Revenue Recognition, SEC filings, GAAP, CPA, Assurance, Accounting, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, Financial Accounting, External Audit, Financial Statements, Financial Analysis, General Ledger
Education
Santa Clara University 2007 — 2011
Accounting
Cardinal Newman High School 2003 — 2007
UCLA Health Faculty Practice Group September 2014 - Present
UCLA Health, Faculty Practice Group June 2011 - September 2014
The Effort July 2008 - January 2010
Moss Adams LLP November 2007 - June 2008
Coram Healthcare, Inc October 2006 - July 2007
Sutter Connect, Inc July 2005 - October 2006
Avant Inpatient Services July 2004 - July 2005
Marin Medical Practice Concepts, Inc September 2003 - June 2004
Salick Healthcare, Inc June 1997 - August 2003
Medaphis Corp August 1989 - June 1997
Skills
Healthcare Management, Medicare, HIPAA, Billing, Managed Care Billing, Customer Relations, Client Services, Credentialing
Education
Santa Monica College 2013 — 2015
Associate's Degree, Business Administration and Management, General, 4.0
Los Rios School District 2007 — 2010
Continuing, General Education and Health Information Technology
Moss Adams LLP October 2013 - Present
Moss Adams LLP June 2012 - August 2012
Bais Chaya Mushka (Non-profit elementary school) February 2009 - June 2012
Imports June 2008 - December 2009
Skills
Accounts Payable, QuickBooks, Auditing, Payroll, Financial Accounting, Accounting, Microsoft Excel, Financial Analysis, Management, Microsoft Office, Internal Controls, Financial Reporting, Tax, Financial Statements, GAAP
Education
University of Southern California- Leventhal School of Accounting 2012 — 2013
Masters of Accounting, Accounting
University of Southern California - Leventhal School of Accounting 2010 — 2013
B.S, Accounting
Santa Monica College
Business
Moss Adams LLP January 2014 - Present
San Francisco State University May 2011 - December 2013
Beta Alpha Psi June 2012 - June 2013
Phillip Guan, CPA January 2011 - January 2012
Skills
QuickBooks, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access, Tax Preparation, Financial Accounting, Financial Reporting, Mandarin, Bookkeeping, Financial Analysis, Teamwork, Tax, Spreadsheets, Public Speaking
Education
San Francisco State University, College of Business 2009 — 2013
Bachelor's degree, Accounting
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams March 2003 - December 2012
San Jose Harley-Davidson 1994 - 2003
Auto-Chlor System 1993 - 1994
Mohler, Nixon & Williams (combined with Moss Adams in 2013) 1986 - 1992
Education
San Jose State University 1977 — 1980
Bachelor of Science Major: Accounting
Moss Adams LLP July 2012 - Present
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Bachelors of Science in Commerce, Accounting and Environmental Studies
Johanson & Yau Accountancy Corporation July 2015 - Present
Moss Adams LLP January 2012 - May 2015
Julia Powers Landscape Services May 2007 - June 2011
Skills
Accounting, Corporate Tax, Partnership Taxation, US GAAP, GAAP, CPA, Financial Analysis, Microsoft Excel, Financial Statements, Internal Controls
Education
Santa Clara University
Certificate in Advanced Accounting Proficiency
University of Rochester
Bachelor's Degree
SelectQuote Insurance Services December 2013 - Present
Moss Adams LLP January 2011 - December 2013
Moss Adams LLP August 2008 - January 2011
Moss Adams LLP June 2007 - August 2007
Skills
Accounting, Auditing, Bank Reconciliation, Accounts Payable, Data Mining, Data Analysis, Accounts Receivable, Internal Controls, Federal Procurement, Code of Federal..., Financial Reporting, GAAP, Assurance, Revenue Recognition, CPA, US GAAP, QuickBooks
Education
San Francisco State University, College of Business 2006 — 2008
BS, Accounting
Juan XXIII
Moss Adams LLP June 2015 - Present
Moss Adams LLP June 2013 - May 2015
Altera June 2012 - November 2012
KSCU 103.3FM June 2011 - June 2012
In N' Out Burger August 2007 - June 2012
KSCU 103.3FM June 2010 - June 2011
Skills
Program Management, Accounting, PowerPoint, Microsoft Excel, Auditing
Education
Santa Clara University 2009 — 2013
Loyola High School 2005 — 2009
Moss Adams LLP 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) October 2012 - December 2012
DoubleTree Hotel June 2010 - October 2012
Traditional Medicinals, Inc. January 2012 - March 2012
Skills
QuickBooks, Accounting, Microsoft Excel, Event Planning, Microsoft Office, Bookkeeping, PowerPoint, Financial Analysis
Education
Sonoma State University 2010 — 2012
Bachelor of Science, Business Administration, Accounting
Santa Rosa Junior College 2006 — 2010
Associate of Arts (AA), University Transfer
Groupware Technology September 2015 - Present
Ingenium August 2014 - Present
BMO Harris Bank September 2013 - August 2014
Moss Adams LLP November 2012 - August 2013
Santa Clara University September 2011 - January 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2012 - December 2012
R.A. Bianchi & Associates June 2010 - August 2010
Westridge Reality Investments June 2009 - August 2009
Skills
Strategic Communications, Financial Accounting, Business Analysis, Financial Reporting, Strategic Planning, Valuation, Tax, Investments, Management, Portfolio Management, Auditing, Analysis, Finance, Financial Modeling, Time Management, US GAAP
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Accounting, Economics
Santa Clara University - Leavey School of Business 2008 — 2012
BS, Accounting and Finance
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) July 2012 - December 2012
Mohler, Nixon & Williams January 2010 - June 2012
Graniterock Construction August 2007 - December 2009
Johanson & Yau Accountancy Corporation January 2006 - April 2006
Skills
5500 Specialist, Billingual, Outlook, Auditing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Tax, Accounting, Accounts Receivable, Financial Reporting, GAAP, Financial Analysis, Internal Controls, US GAAP, Budgets, Management
Education
Santa Clara University 2004 — 2008
Bachelors of Science, Accounting / Spanish Studies
San Francisco Health Plan June 2015 - Present
Moss Adams LLP August 2008 - May 2015
Skills
Auditing, US GAAP, GAAP, Financial Reporting, Accounting, Internal Controls, Financial Accounting, CPA, Financial Analysis, Financial Statements, Sarbanes-Oxley Act, SEC Filings, Tax, Assurance, Corporate Tax, QuickBooks, Microsoft Excel, External Audit, Accounts Payable, General Ledger, Revenue Recognition, Income Tax, Finance
Education
San Francisco State University
BS, Business Administration, Accounting
San Francisco State University
Moss Adams LLP January 2014 - Present
Squar Milner February 2010 - January 2014
Grant Thornton LLP December 2006 - February 2010
Jefferson Wells 2001 - 2006
All Covered January 1998 - May 2001
Skills
Mergers, Business Development, Sarbanes-Oxley Act, Time Management, Accounting, CPA, Internal Controls, Marketing Strategy, Financial Reporting, SEC filings, Strategic Planning, Restructuring, Financial Analysis, Due Diligence, Auditing, Sales, Mergers & Acquisitions, Private Equity, Financial Modeling, Management Consulting, Internal Audit, Corporate Finance, Business Transformation, M&A experience, Fishing, Financial Accounting, US GAAP, Revenue Recognition
Education
San Jose State University
Bachelor's degree, Finance and Economics
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (Combined with Moss Adams in 2013) March 2010 - December 2012
PricewaterhouseCoopers January 2005 - February 2010
Skills
Tax, Corporate Tax, Auditing, Partnership Taxation, US GAAP, Accounting, GAAP, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Tax Accounting, Internal Controls, Tax Research, Financial Accounting, Income Tax, Revenue Recognition, Tax Returns
Education
San Jose State University 2010 — 2015
Masters in Taxation, Taxation
University of California, Berkeley 2000 — 2004
BA, Economics
Moss Adams LLP October 2010 - Present
PricewaterhouseCoopers June 2009 - August 2009
Skills
Tax Returns, Corporate Tax, Microsoft Excel, Tax Accounting, Tax, CPA, Partnership Taxation, GAAP
Education
Santa Clara University 2006 — 2010
Moss Adams LLP December 2012 - Present
Presentation High School August 2012 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) March 2004 - December 2012
PricewaterhouseCoopers April 1991 - March 2004
Ernst & Young September 1985 - April 1991
Skills
IPO, Venture Capital, Due Diligence, Start-ups, Accounting, Mergers, Auditing, Business Modeling, SEC filings, Corporate Development, Financial Modeling, Business Development, Strategic Partnerships, Consolidation, Mergers & Acquisitions, Financial Analysis, Finance, Entrepreneurship, Strategy, Executive Management, Corporate Finance, GAAP, Strategic Financial..., US GAAP, Private Equity, CPA, Tax Accounting, Restructuring, Managerial Finance, Business Planning, Revenue Recognition, Acquisition Integration, Sarbanes-Oxley Act, Corporate Tax, Business Valuation, Assurance
Education
Santa Clara University 1981 — 1985
BSC - Accounting
Allen Wine Group LLP May 2015 - Present
J Vineyards & Winery 2010 - April 2015
Moss Adams LLP 2004 - 2010
KPMG 1997 - 2004
Skills
GAAP, Internal Controls, Accounting, US GAAP, Financial Reporting, Forecasting, CPA, Auditing, Financial Accounting
Education
Santa Clara University - Leavey School of Business
Moss Adams LLP 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) 1992 - 2012
Netility May 2000 - May 2001
Skills
Audits of Employee..., Audits of Start Up..., GAAP, Auditing, Revenue Recognition, Start-ups, CPA, Finance, US GAAP, Management Consulting, SEC filings, Tax, Accounting, Financial Reporting, Internal Controls, Defined Benefit, Financial Statements, Corporate Tax, Sarbanes-Oxley Act
Education
Santa Clara University 1984 — 1987
Bachelor of Science, Accounting
Jarvis Estate Winery August 2014 - Present
Jarvis Estate Winery March 2014 - August 2014
Moss Adams LLP January 2013 - February 2014
Mohler, Nixon & Williams July 2011 - December 2012
Next Generation Operations Center Inc December 2009 - November 2010
PricewaterhouseCoopers, LLP July 2008 - November 2009
PricewaterhouseCoopers, LLP January 2007 - April 2007
NNR Global Logistics USA, Inc September 2004 - January 2006
Skills
Internal Controls, Auditing, Accounting, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, GAAP, US GAAP, Financial Accounting, Account Reconciliation
Education
San Jose State University 2006 — 2008
Bachelor of Science, Accounting
San Jose State University 1998 — 2004
Bachelor of Arts, Japanese Language, Minor in Business
Moss Adams LLP November 2014 - Present
Johanson & Yau Accountancy Corporation February 2014 - April 2014
ASI Corporation August 2010 - May 2013
HealthyPets, Inc. July 2010 - July 2010
Xtra-Plus Corporation (wrapables.com) June 2009 - June 2010
XTRAPlus Corp. dba Zipzoomfly.com October 2008 - June 2010
The Home Depot May 2005 - October 2008
Work World America June 1999 - May 2005
Skills
Product Marketing, Channel Partners, Business Development, Multi-channel Marketing, Product Management, Email Marketing, Lead Generation, Marketing, Solution Selling, Sales Process, Account Management, E-commerce, B2B, Sales Operations, P&L Management, Direct Sales, Sales, Competitive Analysis, Channel, Channel Sales, Go-to-market Strategy, CRM, Cold Calling, Selling, Sales Enablement, Resellers, Sales Management, Strategic Partnerships, Sales Presentations, Demand Generation, Market Planning, Partner Management, Product Launch, Key Account Management, Pricing, Business Alliances, Marketing Management, Auditing, Public Sector Accounting, US GAAP
Education
Santa Clara University 2013 — 2013
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
San Jose State University 2002 — 2008
BS, Marketing
Moss Adams LLP January 2014 - Present
Bank of America August 2012 - November 2013
Mohler, Nixon and Williams January 2008 - August 2012
First Franklin January 2004 - December 2007
Skills
Tax Preparation, Corporate Tax, Mortgage Underwriting, Mortgage Lending, Recruiting, Job Scheduling, Staff Supervision
Education
San Jose State University 2001 — 2003
Bachelor's degree, Business Administration, Finance
Burke Williams Day Spas, Inc. 2011 - Present
Massage Envy February 2010 - April 2011
Spa Chakra January 2010 - March 2010
Moss Adams LLP December 1997 - February 2009
Skills
Health, Wellness, Skin Care, Aesthetics, Waxing, Chemical Peels, Fitness, Spa, Acne, Skin, Treatment
Education
Santa Monica College
Licensed Esthetician
University of Oregon - Charles H. Lundquist College of Business
BS, Sports Marketing
Dave Merck Consultancy June 2010 - January 2011
Granite Bancshares (Granite Community Bank) May 2009 - May 2010
Granite Bancshares (Granite Community Bank) August 2008 - May 2009
Perry-Smith LLP June 2005 - December 2007
Moss Adams LLP August 2002 - April 2005
Western Sierra Bancorp June 2001 - March 2002
Perry-Smith LLP June 1989 - June 2001
EY January 1988 - June 1989
Education
San Francisco State University, College of Business 1984 — 1987
Moss Adams LLP December 2013 - Present
Moss Adams LLP July 2011 - November 2013
Moss Adams LLP June 2010 - June 2011
Moss Adams LLP September 2008 - May 2010
Symantec July 2007 - February 2008
Applied Materials June 2006 - June 2007
Skills
Auditing, Financial Analysis, Financial Reporting, GAAP, Internal Controls, US GAAP, Sarbanes-Oxley Act, SEC filings, CPA, Revenue Recognition, Financial Statements, External Audit
Education
Santa Clara University 2003 — 2007
Bachelor of Science (BSc), Economics
Moss Adams LLP January 2010 - Present
Education
San Francisco State University, College of Business 2008 — 2009
The Nature Conservancy December 2014 - Present
The Nature Conservancy September 2007 - December 2014
Moss Adams LLP 2005 - 2007
Education
San Francisco State University 1998 — 2004
Bachelor of Science, Business Administration and Accounting
San Mateo Medical Center April 2012 - Present
San Mateo Medical Center February 2011 - March 2012
Moss Adams LLP January 2008 - September 2010
Liberty Mutual Insurance May 2006 - June 2007
Skills
Financial Reporting, Payroll, Accounting, Auditing, Financial Statements, Accounts Payable, Internal Controls, Microsoft Excel, GAAP, Financial Accounting, US GAAP, Assurance
Education
Santa Clara University 2007 — 2007
CAAP, Accounting
University of California, Davis 2002 — 2006
B.S., Managerial Economics
Lowell High
Coastal Lumber August 2015 - Present
Moss Adams LLP January 2013 - August 2015
Mohler, Nixon & Williams (combined with Moss Adams in 2013) January 2012 - December 2012
PricewaterhouseCoopers June 2003 - January 2012
Skills
Auditing, Restructuring, SOX, Technical Accounting, Audit, Financial Reporting, IPO, Accounting, Revenue Recognition, Financial Analysis, Valuation, Mergers, Consolidation, Manufacturing, SEC reporting, Internal Controls, US GAAP, Start-ups, Assurance, External Audit, SEC filings, Financial Accounting, GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, SEC Filings
Education
Santa Clara University 1999 — 2003
Bachelor of Science, Accounting
Bellarmine College Preparatory 1995 — 1999
Criterion Capital Management June 2015 - Present
KPMG July 2014 - May 2015
Rothstein Kass August 2010 - June 2014
Moss Adams LLP January 2009 - August 2010
Grant Thornton LLP August 2005 - January 2009
Skills
Partnership Taxation, Tax Research, Tax, CPA, Accounting, Tax Accounting, Tax Preparation, Income Tax, Fund Of Funds, Tax Returns, GAAP
Education
San Francisco State University 2003 — 2005
Master of Business Administration (MBA), Accounting & Taxation
Santa Clara University 1994 — 1997
Bachelor of Science (BS), Sociology
UC Berkeley 1993 — 1993
Soligent Distribution LLC August 2013 - Present
Soligent, LLC December 2010 - August 2013
SolarNet LLC December 2010 - July 2011
F. Korbel & Bros., Inc. September 2002 - December 2010
Moss Adams LLP January 1992 - August 2002
Ernst & Young October 1988 - December 1991
Skills
Financial Reporting, Accounting, General Ledger, Financial Accounting, Cash Management, GAAP, CPA, US GAAP, Forecasting, Financial Analysis, Account Reconciliation, Consolidation, Accounts Receivable, SEC filings, Finance, QuickBooks, Management, Auditing
Education
Santa Clara University 1984 — 1988
BS, Accounting
Moss Adams LLP July 2006 - Present
Education
San Francisco State University
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2011 - December 2012
Skills
Accounting, Financial Accounting, SEC filings, Tax, US GAAP
Education
Santa Clara University 2007 — 2011
Bachelors of Science, Accounting
Moss Adams LLP September 2007 - Present
Skills
GAAP, US GAAP, CPA, Internal Controls, Assurance, Auditing, Revenue Recognition, Financial Reporting, Financial Statements, Accounting
Education
San Francisco State University
BS, Accounting
Moss Adams LLP January 2008 - Present
KPMG August 2005 - December 2007
Skills
Financial Reporting, SEC Financial Reporting, External Audit, GAAP, Assurance, Auditing, SEC filings, Internal Controls, Accounting, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Revenue Recognition, Financial Analysis, Financial Statements, Mentoring, Finance, SEC Filings
Education
Santa Clara University 2001 — 2005
BA, BSC
Moss Adams LLP June 2014 - Present
Moss Adams LLP August 2007 - Present
Skills
GAAP, Auditing, US GAAP, Financial Analysis, SEC filings, Internal Controls, Assurance, CPA, Financial Statements, Sarbanes-Oxley Act, Financial Accounting, External Audit, Corporate Tax
Education
San Francisco State University
University of New Mexico Hospital June 2015 - Present
Medex Transit Inc. September 2010 - December 2013
Moss Adams LLP January 2007 - March 2009
Skills
ACLS, PALS, ECG interpretation, Nursing, CPR Certified, Patient Safety, HIPAA, Healthcare, Hospitals
Education
Samuel Merritt University 2014 — 2014
BSN, Registered Nursing/Registered Nurse, 3.75
San Francisco State University 2005 — 2006
MSBA, Accounting, 3.51
University of California, Davis 2001 — 2004
BS, Managerial Economics, 3.299
Gardening Unlimited, Inc. May 2010 - August 2015
ROI Communication, Inc July 2008 - November 2009
Diedrich Coffee, Inc April 2008 - June 2008
Waste Management, Inc January 2003 - March 2008
Moss Adams LLP October 2000 - April 2002
Moss Adams LLP September 1999 - September 2000
Yergen and Meyer LLP October 1997 - August 1999
Skills
Account Reconciliation, Accounts Receivable, Accounting, Accounts Payable, Financial Analysis, General Ledger, Variance Analysis, Sarbanes-Oxley Act, Financial Statements, Auditing, Cost Accounting
Education
San Jose State University
B.S. Degree, Accounting
Moss Adams LLP November 2013 - Present
Oracle January 2013 - October 2013
Catholic Foundation of Santa Clara November 2008 - January 2013
At-Tech Agency August 2006 - September 2007
Skills
Non-profits, Financial Reporting, Financial Planning, Compliance, Public Speaking, Accounts Receivable, Accounts Payable, Nonprofits, Management, Invoicing, State Tax, Tax, QuickBooks, Accounting, GAAP
Education
San Jose State University
Master's degree, Taxation
San Jose State University
M.S Taxation
Avalanche Biotechnologies, Inc. September 2014 - Present
Five Prime Therapeutics March 2010 - September 2014
Proteolix May 2009 - March 2010
Cell Genesys June 2007 - May 2009
Ernst & Young 2003 - 2007
Moss Adams LLP 2002 - 2003
Skills
Sarbanes-Oxley Act
Education
San Francisco State University, College of Business 1996 — 2000
BS, Accounting
Starbucks September 2013 - Present
Esterline Technologies November 2011 - February 2013
Physio-Control, Inc. 2013 - 2013
Moss Adams LLP September 2010 - November 2010
WaMu April 2001 - July 2009
Fort Point Partners 2000 - 2001
Accenture April 1998 - February 2000
Skills
PeopleSoft, ADP E-Time, ADP Payforce, DotNetNuke, SQL, UPK, Vendor Management, Human Resources, Benefits Administration, Deferred Compensation, Applicant Tracking..., Taleo, Employee Benefits, ADP Payroll, SDLC, Payroll, New Hire Orientations, Access, Process Improvement, HRIS, SharePoint, Onboarding, Visio, Crystal Reports, FMLA, Software Documentation
Education
San Francisco State University 1995 — 1997
B.A., English/Creative Writing
Moss Adams LLP July 2014 - Present
Moss Adams LLP July 2011 - Present
Moss Adams LLP January 2009 - June 2011
Skills
US GAAP
Education
San Francisco State University 2004 — 2008
BS, Finance & Accounting
Moss Adams LLP Clinic ManagerThe Reading Clinic2001 - 2006
Education
San Francisco State University 1997 — 2003
BS, Liberal Studies with an emphais in Urban Studies
Mah & Company, An Accountancy Corporation February 2012 - Present
Moss Adams LLP August 2008 - January 2012
Deloitte January 2005 - July 2008
Burr Pilger Mayer January 2000 - January 2005
Frank, Rimerman + Co. LLP June 1996 - December 1999
Skills
Tax, High Net Worth..., Strategic Financial..., Consulting, Start-ups, Succession Planning, Partnerships, Corporations, Income Tax, Corporate Tax, Accounting, Tax Research, CPA, Trusts, Small Business, Tax Advisory, Partnership Taxation, Tax Accounting, Tax Preparation, Tax Returns, Financial Planning
Education
San Francisco State University
Bachelor of Science, Business Administration / Accounting
Society for the Promotion of Japanese Animation (SPJA) April 2014 - Present
Riley Companies Inc. March 2002 - Present
City of Newport Beach April 2012 - April 2014
Western Washington University December 2009 - December 2010
Horizon Bank December 2008 - November 2009
City of Newport Beach September 2006 - August 2008
Moss Adams LLP March 2005 - September 2006
El Dorado County December 2003 - March 2005
Deloitte & Touche April 2003 - November 2003
Occam Networks March 2000 - March 2002
Skills
Big 4, Auditing, Financial Accounting, US GAAP, 10K, 10Q, SEC compliance, Internal Controls, SOX, COSO, Local Government, CAFR preparation, Budget Development, Budget Analysis, Microsoft excel expert, Pivot Tables, Microsoft access, Microsoft powerpoint, ACL audit software, Great Plains Software, Pentamation software, Banner Higher Ed..., Lawson Software, Mentoring, Presentation Development, Budgets, Analysis, QuickBooks, Sarbanes-Oxley Act, Finance, Not for Profit
Education
University of California, Santa Barbara 1996 — 1998
BA
Santa Barbara City College 1994 — 1996
AA
Moss Adams LLP June 2015 - Present
Moss Adams LLP December 2014 - June 2015
EY July 2011 - December 2014
Skills
Tax, Accounting, SEC filings, Tax Accounting, Corporate Tax, US GAAP, Financial Reporting
Education
Santa Clara University - Leavey School of Business 2009 — 2010
CAAP, Accounting
San Jose State University 2000 — 2004
BA, Child & Adolescent Development
Weibel Vineyards Senior AccountantIreland San Filippo, LLPJanuary 1999 - March 2009
Moss Adams LLP November 2005 - December 2006
Education
Santa Clara University - Leavey School of Business 1996 — 1998
BS, Accounting
San Joaquin Delta College 1992 — 1996
AA, Business
B&A Insurance Solutions, Inc. - Captive Formation and Management Services 2009 - Present
Barnthouse & Associates LLP September 2008 - Present
Moss Adams LLP September 2004 - June 2008
PricewaterhouseCoopers LLP May 1999 - September 2001
Deloitte & Touche LLP June 1996 - April 1999
KPMG LLP August 1991 - May 1996
Skills
Tax, Risk Management, Tax Research, CPA, Restructuring, Cash Flow, Management Consulting, SEC filings, Internal Controls, Corporate Tax, GAAP, Tax Accounting, Partnership Taxation, US GAAP, SEC Filings
Education
San Diego State University-California State University 1989 — 1991
BS, Accounting
Moss Adams LLP January 2011 - Present
Tang&Lee, LLP July 2010 - December 2010
Education
San Francisco State University, College of Business 2009 — 2010
Master, Accounting
Health Net, Inc November 2004 - Present
Moss Adams LLP 2001 - 2004
Skills
Financial Reporting, SEC reporting, Financial Analysis, Fluent Russian,...
Education
University of Southern California 1999 — 2001
BS, Accounting
Santa Monica College 1997 — 1999
AA, Business
AKT LLP, CPAs and Business Consultants June 2011 - Present
Moss Adams LLP January 2006 - June 2011
Education
San Diego State University-California State University 2004 — 2005
B.S., Accounting
White Oak Global Advisors, LLC June 2014 - Present
Moss Adams LLP February 2012 - December 2012
Overtime Fitness February 2007 - February 2012
Skills
Fitness, Nutrition, Microsoft Office, Personal Training, Fitness Training, Wellness, Microsoft Excel, PowerPoint, Strength Training, Event Planning, Healthcare, Cpr Certified, Accounting, Financial Reporting, Financial Analysis, Auditing, Financial Accounting, Microsoft Word, GAAP, Internal Controls, US GAAP
Education
Golden Gate University 2010 — 2014
Master's Degree, Accounting
San Jose State University 2002 — 2007
BS, Kinesiology
University of Colorado at Boulder 2001 — 2002
CPA Global February 2015 - Present
Moss Adams LLP October 2012 - February 2015
Stone & Youngberg February 2012 - October 2012
The Union Labor Life Insurance Company September 2008 - November 2010
Catholic Charities CYO May 2005 - September 2008
Skills
Microsoft Word, Microsoft Excel, Insurance, PowerPoint, Microsoft Office, Customer Service, Outlook, Research, Investments, Accounting, Patent Searching, Patents
Education
San Francisco State University 1997 — 2005
BS, Political Science
Moss Adams LLP October 2006 - Present
Skills
Corporate Tax, CPA, Tax Research, Income Tax, Tax
Education
San Francisco State University
BS, Accounting and Business Information Systems
San Jose State University
Master of Science (MS), Taxation
Moss Adams LLP January 2014 - Present
Moss Adams LLP January 2012 - December 2013
Education
Santa Clara University - Leavey School of Business
CAAP Program, Accounting
University of California, Los Angeles
Economics
Moss Adams LLP January 2015 - Present
Armanino LLP June 2012 - July 2014
Iacopi, Lenz & Company January 2011 - May 2011
EJ Property Management April 2007 - January 2008
Education
University of the Pacific - Eberhardt School of Business 2010 — 2012
San Joaquin Delta College 2008 — 2009
Associate Degree of Science
Lodi High School
MalikCo June 2009 - Present
Moss Adams LLP January 2000 - December 2008
Grant Thorton LLP November 1990 - December 1999
Skills
Attorney, CPA, Business Valuation
Education
Santa Clara 1976 — 1980
M.B.A., Finance & Accounting
Santa Clara University School of Law 1976 — 1980
J.D., Law
University California Davis 1972 — 1976
Bachellor of Science, Economics
Moss Adams LLP July 2011 - Present
Moss Adams LLP January 2009 - June 2011
MGO (Macias Gini & O'Connell LLP) 2008 - 2008
MGO (Macias Gini & O'Connell LLP) 2008 - 2008
Skills
GAAP, US GAAP, Internal Controls, Assurance, Auditing, Accounting, Financial Accounting, Financial Reporting
Education
Santa Clara University 2008 — 2008
Certificate of Advanced Accounting Proficiency
University of California, Davis 2004 — 2008
Bachelor of Arts (B.A.), Economics and Communications
Allen, Haight & Monaghan LLP November 2014 - Present
Moss Adams LLP February 2014 - October 2014
Caesars Entertainment Corporation June 2009 - December 2013
Ernst & Young July 1997 - June 2009
Chiri Accountancy Corporation December 1993 - June 1997
Moros, Kawamoto & Company November 1990 - November 1993
Skills
Tax, Sarbanes-Oxley Act, Internal Controls, Accounting, SEC filings, Auditing, Financial Reporting, Tax Accounting, General Ledger, Corporate Tax, GAAP, Financial Analysis, Partnership Taxation, High Net Worth..., Sarbanes-Oxley
Education
San Jose State University 1984 — 1985
Bachelor of Arts (B.A.), Accounting
San Jose State University 1979 — 1984
Bachelor of Science (BS), Political Science and Government
Guzik Test and Measurement January 2013 - Present
Moss Adams LLP January 2012 - Present
Ameredia October 2011 - January 2012
Charles L. Jackson Tax Services February 2011 - October 2011
Skills
Auditing, Financial Reporting, GAAP, Accounting, Financial Accounting, Financial Statements, CPA, QuickBooks, Tax Preparation, General Ledger, Tax, Account Reconciliation, Internal Controls, US GAAP
Education
San Francisco State University 2007 — 2011
BS BA, Accounting
Prince Learning Center January 2015 - August 2015
ASN Natural Stone, Inc. October 2014 - October 2014
United States Postal Service August 2014 - September 2014
Moss Adams LLP March 2009 - January 2014
PRN Media December 2008 - March 2009
Black Rock August 2005 - January 2008
Skills
Computer Hardware, Operating Systems, Windows, Windows XP, Troubleshooting, HTML, Java, C, Hardware, Core Java, Printers, C++, SQL, Windows 7, Microsoft Office
Education
San Francisco State University 2007 — 2011
Bachelor of Science (BS), Business
galileo high school 2001 — 2005
high school diploma, high school diploma
Moss Adams LLP June 2015 - Present
Moss Adams LLP November 2013 - June 2015
Identified May 2013 - October 2013
Novogradac & Company LLP January 2013 - April 2013
Skills
Accounting, PowerPoint, Tax, Microsoft Excel, Microsoft Office
Education
Santa Clara University - Leavey School of Business 2012 — 2012
Certificate of Advanced Accounting Proficiency (CAAP)
UC Davis 2007 — 2011
Bachelor of Arts (BA), Economics