Moss Levy & Hartzheim LLP
Description
Address: 2400 Professional Pkwy #205, Santa Maria, CA 93455 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (805) 925-2579: Website: : Place name: : : : : Category: Website: http://mlhcpas.com/ Category: Accounting firm Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Moss Levy Hartzheim Posting publicly on the Web Write a review Reviews Be the first to review
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Moss Levy & Hartzheim LLP Employees
Employee
Years
Job
Industry
Christine Canlas Christine Canlas's Moss Levy & Hartzheim LLP Experience June 2014 - August 2014
Job Auditor at Vasquez & Company LLP
Industry Accounting
Experience
Vasquez & Company LLP January 2015 - Present
USC Distance Education Network August 2012 - December 2014
Moss Levy & Hartzheim LLP June 2014 - August 2014
Noir Trading June 2013 - August 2013
Citizen Watch May 2012 - August 2012
Books 'En More July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Communication Skills, Time Management, Teamwork, Leadership, Close Attention to..., Always Punctual, Multi Tasking, Interpersonal Skill, Work Ethic, Organization, PowerPoint, Bookkeeping, Telephone Skills, Auditing
Education
University of Southern California 2012 — 2014
BS, Accounting, December 2014
Los Angeles Harbor College 2007 — 2011
Associate of Arts (AA), Liberal Arts
Harbor Teacher Preparation Academy 2007 — 2011
High School Diploma
Vasquez & Company LLP January 2015 - Present
USC Distance Education Network August 2012 - December 2014
Moss Levy & Hartzheim LLP June 2014 - August 2014
Noir Trading June 2013 - August 2013
Citizen Watch May 2012 - August 2012
Books 'En More July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Communication Skills, Time Management, Teamwork, Leadership, Close Attention to..., Always Punctual, Multi Tasking, Interpersonal Skill, Work Ethic, Organization, PowerPoint, Bookkeeping, Telephone Skills, Auditing
Education
University of Southern California 2012 — 2014
BS, Accounting, December 2014
Los Angeles Harbor College 2007 — 2011
Associate of Arts (AA), Liberal Arts
Harbor Teacher Preparation Academy 2007 — 2011
High School Diploma
Mulu Araya Mulu Araya's Moss Levy & Hartzheim LLP Experience June 2011 - December 2011
Job Assurance Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2014 - Present
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Los Osos Chamber of Commerce April 2012 - May 2012
Moss Levy & Hartzheim LLP June 2011 - December 2011
National Society of Black Engineers (CalPoly) 2009 - 2010
All Stars Project, Inc. June 2009 - August 2009
Skills
Internal Controls, Finance, Accounts Payable, Financial Analysis, GAAP, Accounting, Fundraising, Training, QuickBooks, Auditing, Tax, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Administration Concentration in Accounting
Moss Adams LLP July 2014 - Present
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Los Osos Chamber of Commerce April 2012 - May 2012
Moss Levy & Hartzheim LLP June 2011 - December 2011
National Society of Black Engineers (CalPoly) 2009 - 2010
All Stars Project, Inc. June 2009 - August 2009
Skills
Internal Controls, Finance, Accounts Payable, Financial Analysis, GAAP, Accounting, Fundraising, Training, QuickBooks, Auditing, Tax, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Administration Concentration in Accounting
Adam Guise Adam Guise's Moss Levy & Hartzheim LLP Experience March 2008 - Present
Job Partner, CPA at Moss Levy & Hartzheim LLP
Industry Accounting
Experience
Moss Levy & Hartzheim LLP March 2008 - Present
EY September 2007 - March 2008
Staples July 2005 - August 2007
EY June 2006 - August 2006
Skills
Auditing, Accounting, Government Auditing, Government Accounting, Tax, Tax Preparation, Financial Reporting, Financial Accounting, US GAAP, CPA, GAAP, Microsoft Excel, QuickBooks, Financial Analysis, Financial Statements, Financial Audits, Tax Advisory, Audit Management, Risk Based Audits, Audit Reports, Account Reconciliation, Bank Reconciliation, Bookkeeping, External Audit, Creative Solutions..., Basketball Coaching, Revenue Recognition, Tax Returns, Oral & Written..., Management, Team Management, Teamwork, Internal Controls
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor of Science (B.S.), Business Administration - Accounting and Financial Management Concentrations
Moss Levy & Hartzheim LLP March 2008 - Present
EY September 2007 - March 2008
Staples July 2005 - August 2007
EY June 2006 - August 2006
Skills
Auditing, Accounting, Government Auditing, Government Accounting, Tax, Tax Preparation, Financial Reporting, Financial Accounting, US GAAP, CPA, GAAP, Microsoft Excel, QuickBooks, Financial Analysis, Financial Statements, Financial Audits, Tax Advisory, Audit Management, Risk Based Audits, Audit Reports, Account Reconciliation, Bank Reconciliation, Bookkeeping, External Audit, Creative Solutions..., Basketball Coaching, Revenue Recognition, Tax Returns, Oral & Written..., Management, Team Management, Teamwork, Internal Controls
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
Bachelor of Science (B.S.), Business Administration - Accounting and Financial Management Concentrations
Chris Basso Chris Basso's Moss Levy & Hartzheim LLP Experience June 2002 - December 2002
Job Tax Director at PricewaterhouseCoopers
Industry Accounting
Experience
PwC September 2003 - Present
Moss Levy & Hartzheim LLP June 2002 - December 2002
Education
Cal Poly San Luis Obispo 1998 — 2003
B.S., Accounting
PwC September 2003 - Present
Moss Levy & Hartzheim LLP June 2002 - December 2002
Education
Cal Poly San Luis Obispo 1998 — 2003
B.S., Accounting
Harrison Goldblatt Harrison Goldblatt's Moss Levy & Hartzheim LLP Experience June 2015 - Present
Job Auditing Intern at Moss Levy & Hartzheim LLP
Industry Accounting
Experience
Moss Levy & Hartzheim LLP June 2015 - Present
Santa Barbara Community College June 2014 - November 2014
Cetera Advisors LLC July 2013 - October 2013
Universal Studios Hollywood June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Marketing, Leadership, Finance, Sales
Education
UC Santa Barbara 2012 — 2016
University of California, Santa Barbara 2012 — 2016
Bachelor of Arts (B.A.), Economics and Accounting
Moss Levy & Hartzheim LLP June 2015 - Present
Santa Barbara Community College June 2014 - November 2014
Cetera Advisors LLC July 2013 - October 2013
Universal Studios Hollywood June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Marketing, Leadership, Finance, Sales
Education
UC Santa Barbara 2012 — 2016
University of California, Santa Barbara 2012 — 2016
Bachelor of Arts (B.A.), Economics and Accounting
Nazanin Nobaharestan Nazanin Nobaharestan's Moss Levy & Hartzheim LLP Experience June 2014 - August 2014
Job Staff Accountant at Live Nation Entertainment
Industry Accounting
Experience
Live Nation Entertainment June 2015 - Present
LFP, Inc. January 2015 - May 2015
Moss Levy & Hartzheim LLP June 2014 - August 2014
Prospect Mortgage, LLC June 2013 - September 2013
JVS February 2013 - May 2013
Skills
Accounting, Microsoft Excel, Financial Accounting, Financial Analysis, Microsoft Word, Financial Reporting, PowerPoint, Microsoft Office
Education
University of Southern California 2012 — 2014
Bachelor of Science (BS), Accounting
Santa Monica College 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Live Nation Entertainment June 2015 - Present
LFP, Inc. January 2015 - May 2015
Moss Levy & Hartzheim LLP June 2014 - August 2014
Prospect Mortgage, LLC June 2013 - September 2013
JVS February 2013 - May 2013
Skills
Accounting, Microsoft Excel, Financial Accounting, Financial Analysis, Microsoft Word, Financial Reporting, PowerPoint, Microsoft Office
Education
University of Southern California 2012 — 2014
Bachelor of Science (BS), Accounting
Santa Monica College 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Josue Sanchez Josue Sanchez's Moss Levy & Hartzheim LLP Experience May 2012 - September 2012
Job AccountantAuditor II at County of Santa Barbara
Industry Accounting
Experience
County of Santa Barbara October 2012 - Present
United States Army Reserve January 2006 - April 2013
Moss Levy & Hartzheim LLP May 2012 - September 2012
Damitz Brooks Nightingale Turner and Morrisset January 2012 - April 2012
Impact Radius, Inc. September 2011 - January 2012
Internal Revenue Service January 2011 - March 2011
Skills
Accounting, Auditing, Tax, Leadership, Military, Government Agencies, Data Entry, Start-ups, Microsoft Excel, Financial Reporting, QuickBooks, Financial Analysis, PowerPoint, Financial Accounting, Budgets, Customer Service, Governmental Accounting, General Ledger, A/R & A/P, Finance, Tax Preparation, Time Management, GAAP
Education
Cal Poly San Luis Obispo 2009 — 2011
Bachelor of Science, Business Administration (Accounting)
Santa Barbara City College 2007 — 2009
Associate in Arts, Humanities/Social Science, Honors
Army Logistics School - Fort Lee, Virginia 2006 — 2007
92Y-Unit Supply Specialist Certificate, Logistics, Honor Graduate
County of Santa Barbara October 2012 - Present
United States Army Reserve January 2006 - April 2013
Moss Levy & Hartzheim LLP May 2012 - September 2012
Damitz Brooks Nightingale Turner and Morrisset January 2012 - April 2012
Impact Radius, Inc. September 2011 - January 2012
Internal Revenue Service January 2011 - March 2011
Skills
Accounting, Auditing, Tax, Leadership, Military, Government Agencies, Data Entry, Start-ups, Microsoft Excel, Financial Reporting, QuickBooks, Financial Analysis, PowerPoint, Financial Accounting, Budgets, Customer Service, Governmental Accounting, General Ledger, A/R & A/P, Finance, Tax Preparation, Time Management, GAAP
Education
Cal Poly San Luis Obispo 2009 — 2011
Bachelor of Science, Business Administration (Accounting)
Santa Barbara City College 2007 — 2009
Associate in Arts, Humanities/Social Science, Honors
Army Logistics School - Fort Lee, Virginia 2006 — 2007
92Y-Unit Supply Specialist Certificate, Logistics, Honor Graduate
Erika Ramos, CPA Erika Ramos, CPA's Moss Levy & Hartzheim LLP Experience December 2010 - July 2012
Job Senior Accountant
Industry Accounting
Experience
Beach Freeman Lim & Cleland, LLP September 2013 - Present
SingerLewak LLP August 2012 - November 2012
Moss Levy & Hartzheim LLP December 2010 - July 2012
Moss Levy & Hartzheim LLP March 2010 - December 2010
Moss Levy & Hartzheim LLP April 2008 - April 2010
Skills
Auditing, Income Tax, Payroll Taxes, Tax, Accounting, Bookkeeping, CPA, Government Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Tax Preparation, General Ledger, QuickBooks, Financial Accounting, GAAP, Account Reconciliation, Corporate Tax, Tax Returns, Internal Controls
Education
California Polytechnic State University-San Luis Obispo 2008 — 2009
Bachelor's Degree, Business-Accounting
Allan Hancock College 2005 — 2007
Associates Degree, General-Accounting
Beach Freeman Lim & Cleland, LLP September 2013 - Present
SingerLewak LLP August 2012 - November 2012
Moss Levy & Hartzheim LLP December 2010 - July 2012
Moss Levy & Hartzheim LLP March 2010 - December 2010
Moss Levy & Hartzheim LLP April 2008 - April 2010
Skills
Auditing, Income Tax, Payroll Taxes, Tax, Accounting, Bookkeeping, CPA, Government Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Tax Preparation, General Ledger, QuickBooks, Financial Accounting, GAAP, Account Reconciliation, Corporate Tax, Tax Returns, Internal Controls
Education
California Polytechnic State University-San Luis Obispo 2008 — 2009
Bachelor's Degree, Business-Accounting
Allan Hancock College 2005 — 2007
Associates Degree, General-Accounting
Sunny Yang Sunny Yang's Moss Levy & Hartzheim LLP Experience January 2012 - May 2012
Job HR & Benefits Advisor at Zenefits
Industry Computer Software
Experience
Zenefits September 2015 - Present
Swiftype January 2015 - Present
App Annie December 2013 - December 2014
Evolve Discovery August 2013 - November 2013
Glenn Burdette May 2012 - April 2013
Moss Levy & Hartzheim LLP January 2012 - May 2012
Moss Levy & Hartzheim LLP June 2011 - December 2011
Crystal Engineering April 2011 - June 2011
Clautiere Vineyards July 2010 - November 2010
Renee David CPA January 2010 - April 2010
Skills
Sales, Strategy, Business Development, Nonprofits, Auditing, CRM, Accounting, Salesforce.com, Internal Controls
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelors of Science, Economics/Accounting
leland high school
Zenefits September 2015 - Present
Swiftype January 2015 - Present
App Annie December 2013 - December 2014
Evolve Discovery August 2013 - November 2013
Glenn Burdette May 2012 - April 2013
Moss Levy & Hartzheim LLP January 2012 - May 2012
Moss Levy & Hartzheim LLP June 2011 - December 2011
Crystal Engineering April 2011 - June 2011
Clautiere Vineyards July 2010 - November 2010
Renee David CPA January 2010 - April 2010
Skills
Sales, Strategy, Business Development, Nonprofits, Auditing, CRM, Accounting, Salesforce.com, Internal Controls
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelors of Science, Economics/Accounting
leland high school
Bin Zeng's Moss Levy & Hartzheim LLP Experience June 2007 - Present
Job Senior Auditor at Moss Levy & Hartzheim LLP
Industry Accounting
Experience
Moss Levy & Hartzheim LLP June 2007 - Present
Skills
GAAP, Internal Controls, Auditing, External Audit, US GAAP, Financial Reporting, Financial Accounting, CPA, Financial Audits, SEC filings, Accounting, General Ledger, Tax, Tax Preparation, Account Reconciliation, Corporate Tax, Revenue Recognition, Financial Analysis, QuickBooks, Income Tax
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics
Homestead High School
Moss Levy & Hartzheim LLP June 2007 - Present
Skills
GAAP, Internal Controls, Auditing, External Audit, US GAAP, Financial Reporting, Financial Accounting, CPA, Financial Audits, SEC filings, Accounting, General Ledger, Tax, Tax Preparation, Account Reconciliation, Corporate Tax, Revenue Recognition, Financial Analysis, QuickBooks, Income Tax
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics
Homestead High School
Jenny Tang Jenny Tang's Moss Levy & Hartzheim LLP Experience February 2005 - April 2011
Job Staff Accountant at TOMS
Industry Apparel & Fashion
Experience
TOMS October 2011 - Present
Moss Levy & Hartzheim LLP February 2005 - April 2011
Skills
Accounting, Accounts Receivable, Account Reconciliation, Financial Reporting, Accounts Payable, Auditing, Financial Accounting, QuickBooks, Variance Analysis, Microsoft Excel, Forecasting, Financial Statements, Financial Analysis, SAP, Trend Analysis, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Budgets, SAP BPC, SAP BI, Government Accounting, Compliance, Royalties, BEx Analyzer, BEx Reporting, Internal Controls, Payment Card Processing
Education
University of Southern California 2001 — 2004
Bachelor's Degree, Business Administration and Management, General
University of Southern California 2001 — 2004
Bachelor's Degree, Accounting
University of Southern California 2001 — 2004
Bachelor of Business Administration (B.B.A.), Information Technology
TOMS October 2011 - Present
Moss Levy & Hartzheim LLP February 2005 - April 2011
Skills
Accounting, Accounts Receivable, Account Reconciliation, Financial Reporting, Accounts Payable, Auditing, Financial Accounting, QuickBooks, Variance Analysis, Microsoft Excel, Forecasting, Financial Statements, Financial Analysis, SAP, Trend Analysis, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Budgets, SAP BPC, SAP BI, Government Accounting, Compliance, Royalties, BEx Analyzer, BEx Reporting, Internal Controls, Payment Card Processing
Education
University of Southern California 2001 — 2004
Bachelor's Degree, Business Administration and Management, General
University of Southern California 2001 — 2004
Bachelor's Degree, Accounting
University of Southern California 2001 — 2004
Bachelor of Business Administration (B.B.A.), Information Technology
Kathryn Washburn, CPA Kathryn Washburn, CPA's Moss Levy & Hartzheim LLP Experience May 2012 - December 2012
Job Tax Associate at Grant Thornton LLP
Industry Accounting
Experience
Andersen Tax July 2014 - July 2015
BDO USA, LLP January 2014 - March 2014
Niner Wine Estates March 2011 - August 2013
Moss Levy & Hartzheim LLP May 2012 - December 2012
Internal Revenue Service January 2012 - March 2012
Skills
CPA, Auditing, Financial Accounting, Tax, Accounting, US GAAP, Cash Flow, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2013 — 2014
Master of Science (MS), Taxation
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Administration, Accounting
Andersen Tax July 2014 - July 2015
BDO USA, LLP January 2014 - March 2014
Niner Wine Estates March 2011 - August 2013
Moss Levy & Hartzheim LLP May 2012 - December 2012
Internal Revenue Service January 2012 - March 2012
Skills
CPA, Auditing, Financial Accounting, Tax, Accounting, US GAAP, Cash Flow, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2013 — 2014
Master of Science (MS), Taxation
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Administration, Accounting
Brad Silva Brad Silva's Moss Levy & Hartzheim LLP Experience 2004 - 2012
Job Audit Manager, CPA
Industry Accounting
Experience
Sempra Energy November 2012 - April 2014
Moss Levy & Hartzheim LLP 2004 - 2012
Skills
Auditing, Financial Audits, Financial Statement..., General Ledger, Compliance Testing, Staff Management, Financial Statements, Internal Controls, Accounting, Tax Preparation, Finance, Account Reconciliation, Financial Reporting, Tax, Budgets, Fixed Assets, Sarbanes-Oxley Act, Journal Entries, Financial Accounting, External Audit, GAAP, QuickBooks, Financial Analysis, Internal Audit, CPA, Tax Returns, US GAAP, Revenue Recognition
Education
University of California, Santa Barbara 2001 — 2003
Bachelor of Arts (B.A.), Business Economics, Accounting Emphasis
Sempra Energy November 2012 - April 2014
Moss Levy & Hartzheim LLP 2004 - 2012
Skills
Auditing, Financial Audits, Financial Statement..., General Ledger, Compliance Testing, Staff Management, Financial Statements, Internal Controls, Accounting, Tax Preparation, Finance, Account Reconciliation, Financial Reporting, Tax, Budgets, Fixed Assets, Sarbanes-Oxley Act, Journal Entries, Financial Accounting, External Audit, GAAP, QuickBooks, Financial Analysis, Internal Audit, CPA, Tax Returns, US GAAP, Revenue Recognition
Education
University of California, Santa Barbara 2001 — 2003
Bachelor of Arts (B.A.), Business Economics, Accounting Emphasis
Monica Chong, CPA Monica Chong, CPA's Moss Levy & Hartzheim LLP Experience April 2004 - April 2005
Job Controller at Los Angeles Child Guidance Clnic
Industry Mental Health Care
Experience
Los Angeles Child Guidance Clinic September 2006 - Present
SingerLewak LLP April 2005 - September 2006
Moss Levy & Hartzheim LLP April 2004 - April 2005
Simpson & Simpson CPAs May 2003 - April 2004
Optimist Youth Homes and Family Services July 1997 - May 2003
Skills
Microsoft Excel, Microsoft Word, Access, FAS, PowerPoint, Sage MAS, MIP, Pro-Practice Engagement, Finance, Financial Statements, Tax Preparation
Education
Excelsior College
Bachelor of Science (B.S.), Accounting, 3.7
Los Angeles Child Guidance Clinic September 2006 - Present
SingerLewak LLP April 2005 - September 2006
Moss Levy & Hartzheim LLP April 2004 - April 2005
Simpson & Simpson CPAs May 2003 - April 2004
Optimist Youth Homes and Family Services July 1997 - May 2003
Skills
Microsoft Excel, Microsoft Word, Access, FAS, PowerPoint, Sage MAS, MIP, Pro-Practice Engagement, Finance, Financial Statements, Tax Preparation
Education
Excelsior College
Bachelor of Science (B.S.), Accounting, 3.7
Sven Samaan's Moss Levy & Hartzheim LLP Experience June 2009 - March 2013
Job Audit Manager at Grant Thornton LLP | CPA | CFE |
Industry Accounting
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP April 2013 - Present
Moss Levy & Hartzheim LLP June 2009 - March 2013
Skills
Accounting, Financial Reporting, Audit, Government Accounting, Auditing, Financial Audits, SOX 404, Single Audit, Accounting Research, External Audit, OMB Circular A-133, Peachtree, Finance, Fixed Assets, Tax Returns, Government Auditing, Certified Fraud Examiner, Sarbanes-Oxley, Financial Statement..., Audits of Employee..., Financial Statements, Partnership Taxation, Tax Accounting, Tax Research, Member of AICPA, CPA, GAAP, US GAAP, Financial Accounting, Internal Controls, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo
BA, Business - Accounting
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP April 2013 - Present
Moss Levy & Hartzheim LLP June 2009 - March 2013
Skills
Accounting, Financial Reporting, Audit, Government Accounting, Auditing, Financial Audits, SOX 404, Single Audit, Accounting Research, External Audit, OMB Circular A-133, Peachtree, Finance, Fixed Assets, Tax Returns, Government Auditing, Certified Fraud Examiner, Sarbanes-Oxley, Financial Statement..., Audits of Employee..., Financial Statements, Partnership Taxation, Tax Accounting, Tax Research, Member of AICPA, CPA, GAAP, US GAAP, Financial Accounting, Internal Controls, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo
BA, Business - Accounting
Jay Wongwatana-anan's Moss Levy & Hartzheim LLP Experience June 2013 — June 2014
Job Transaction Services Consultant at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP August 2015 — Present
CohnReznick LLP July 2014 — August 2015
Moss Levy & Hartzheim LLP June 2013 — June 2014
Balance Financial Management January 2013 — June 2013
Collaborative Financial Solutions October 2011 — November 2012
Skills
Microsoft Office, Accounting, Internal Controls, Auditing, GAAP, US GAAP, Financial Accounting, Microsoft Excel, External Audit, GAAS, General Ledger, PowerPoint, Microsoft Word, Research, Outlook, Financial Statement..., Real Estate, SEC, Due Diligence, Financial Due Diligence
Education
University of California, Santa Barbara 2009 — 2013
BA, Business Economics with an Emphasis in Accounting
Covina High school ... — 2009
Lying and scamming
Moss Adams LLP August 2015 — Present
CohnReznick LLP July 2014 — August 2015
Moss Levy & Hartzheim LLP June 2013 — June 2014
Balance Financial Management January 2013 — June 2013
Collaborative Financial Solutions October 2011 — November 2012
Skills
Microsoft Office, Accounting, Internal Controls, Auditing, GAAP, US GAAP, Financial Accounting, Microsoft Excel, External Audit, GAAS, General Ledger, PowerPoint, Microsoft Word, Research, Outlook, Financial Statement..., Real Estate, SEC, Due Diligence, Financial Due Diligence
Education
University of California, Santa Barbara 2009 — 2013
BA, Business Economics with an Emphasis in Accounting
Covina High school ... — 2009
Lying and scamming
Chuong Tran, CPA's Moss Levy & Hartzheim LLP Experience June 2006 - January 2008
Job SVB Capital
Industry Financial Services
Experience
SVB Capital September 2013 - June 2015
Sensiba San Filippo, LLP February 2008 - August 2013
Moss Levy & Hartzheim LLP June 2006 - January 2008
Skills
Corporate Tax, Income Tax, Tax, Internal Controls, Auditing, Accounting, Partnership Taxation, Revenue Recognition, Venture Capital, Mergers, General Ledger, QuickBooks, Cash Flow, Start-ups, US GAAP, CPA
Education
California Polytechnic State University-San Luis Obispo
BS, Accounting
SVB Capital September 2013 - June 2015
Sensiba San Filippo, LLP February 2008 - August 2013
Moss Levy & Hartzheim LLP June 2006 - January 2008
Skills
Corporate Tax, Income Tax, Tax, Internal Controls, Auditing, Accounting, Partnership Taxation, Revenue Recognition, Venture Capital, Mergers, General Ledger, QuickBooks, Cash Flow, Start-ups, US GAAP, CPA
Education
California Polytechnic State University-San Luis Obispo
BS, Accounting
Eric Dalida's Moss Levy & Hartzheim LLP Experience March 2002 - December 2005
Job Accountant II at Sutter Connect
Industry Accounting
Experience
Sutter Health February 2014 - Present
Sutter Connect March 2007 - February 2014
The McClatchy Company May 2006 - January 2007
Sides Accountancy Corp January 2006 - April 2006
Moss Levy & Hartzheim LLP March 2002 - December 2005
Goodell Porter Sanchez & Bright August 2001 - January 2002
The Olympic Club May 2001 - August 2001
Skills
Financial Reporting, Auditing, Microsoft Excel, Leadership, Finance, Account Reconciliation, Accounting, Financial Analysis, General Ledger, GAAP, Project Management, Process Improvement
Education
Creighton University 1997 — 2001
BSBA, Accounting
Sutter Health February 2014 - Present
Sutter Connect March 2007 - February 2014
The McClatchy Company May 2006 - January 2007
Sides Accountancy Corp January 2006 - April 2006
Moss Levy & Hartzheim LLP March 2002 - December 2005
Goodell Porter Sanchez & Bright August 2001 - January 2002
The Olympic Club May 2001 - August 2001
Skills
Financial Reporting, Auditing, Microsoft Excel, Leadership, Finance, Account Reconciliation, Accounting, Financial Analysis, General Ledger, GAAP, Project Management, Process Improvement
Education
Creighton University 1997 — 2001
BSBA, Accounting
Paul Niedermuller's Moss Levy & Hartzheim LLP Experience 1998 - 2005
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Moss Levy & Hartzheim LLP 1998 - 2005
Skills
CPA, GAAP, Auditing
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Business Administration
CliftonLarsonAllen January 2012 - Present
Moss Levy & Hartzheim LLP 1998 - 2005
Skills
CPA, GAAP, Auditing
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Business Administration
Marc Gonzales, CPA's Moss Levy & Hartzheim LLP Experience June 2008 - April 2012
Job Senior Accountant, Coops at Wonderful Citrus
Industry Financial Services
Experience
Wonderful Citrus March 2015 - Present
Frank, Rimerman + Co. LLP September 2014 - January 2015
Riviera Partners May 2012 - September 2014
Moss Levy & Hartzheim LLP June 2008 - April 2012
Cal Poly State University September 2004 - June 2008
Moss Levy & Hartzheim LLP June 2007 - December 2007
Skills
Accounting, Financial Reporting, Auditing, Tax, Financial Analysis, Microsoft Excel, QuickBooks, General Ledger, Internal Controls, Financial Accounting, GAAP, GAAS, Account Reconciliation, Test Planning, Team Management, Revenue Recognition, CPA
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science (B.S.), Accounting
Wonderful Citrus March 2015 - Present
Frank, Rimerman + Co. LLP September 2014 - January 2015
Riviera Partners May 2012 - September 2014
Moss Levy & Hartzheim LLP June 2008 - April 2012
Cal Poly State University September 2004 - June 2008
Moss Levy & Hartzheim LLP June 2007 - December 2007
Skills
Accounting, Financial Reporting, Auditing, Tax, Financial Analysis, Microsoft Excel, QuickBooks, General Ledger, Internal Controls, Financial Accounting, GAAP, GAAS, Account Reconciliation, Test Planning, Team Management, Revenue Recognition, CPA
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science (B.S.), Accounting
Kelvin SO's Moss Levy & Hartzheim LLP Experience November 2007 - February 2011
Job Finance Manager at VF Contemporary Brands (Seven for All Mankind, Splendid, Ella Moss)
Industry Accounting
Experience
VF Corporation January 2015 - Present
Splendid, a division of VF Corporation August 2011 - Present
Moss Levy & Hartzheim LLP November 2007 - February 2011
Winnie Huang Accountancy Corp 2004 - 2005
Skills
Financial Reporting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Accounting, US GAAP, Financial Accounting, Management, Account Reconciliation
Education
University of Southern California 2000 — 2003
Bachelor’s Degree, Accounting and Finance
VF Corporation January 2015 - Present
Splendid, a division of VF Corporation August 2011 - Present
Moss Levy & Hartzheim LLP November 2007 - February 2011
Winnie Huang Accountancy Corp 2004 - 2005
Skills
Financial Reporting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Accounting, US GAAP, Financial Accounting, Management, Account Reconciliation
Education
University of Southern California 2000 — 2003
Bachelor’s Degree, Accounting and Finance
Cody Hartzheim's Moss Levy & Hartzheim LLP Experience May 2012 - Present
Job Tax and Audit Intern at Moss Levy & Hartzheim LLP
Industry Higher Education
Experience
Moss Levy & Hartzheim LLP May 2012 - Present
Marquette University August 2009 - Present
Skills
Microsoft Excel
Education
Marquette University
Undergrad, Accounting, Finance
Moss Levy & Hartzheim LLP May 2012 - Present
Marquette University August 2009 - Present
Skills
Microsoft Excel
Education
Marquette University
Undergrad, Accounting, Finance
Lorcan McGrath's Moss Levy & Hartzheim LLP Experience June 2014 - December 2014
Job Customer Financial Services Coordinator at Deckers Brands
Industry Accounting
Experience
Deckers Brands April 2015 - Present
Moss Levy & Hartzheim LLP June 2014 - December 2014
UCSB Facilities and Planning June 2013 - June 2014
Tom Sawyer Camps August 2013 - August 2013
Tom Sawyer Camps June 2010 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research, Social Media, Customer Service
Education
UCSB 2011 — 2015
Bachelor of Arts (BA), Economics and Accounting
San Marino High School 2007 — 2011
Deckers Brands April 2015 - Present
Moss Levy & Hartzheim LLP June 2014 - December 2014
UCSB Facilities and Planning June 2013 - June 2014
Tom Sawyer Camps August 2013 - August 2013
Tom Sawyer Camps June 2010 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research, Social Media, Customer Service
Education
UCSB 2011 — 2015
Bachelor of Arts (BA), Economics and Accounting
San Marino High School 2007 — 2011
Alexander Hom's Moss Levy & Hartzheim LLP Experience January 2015 - Present
Job Partner at Moss Levy & Hartzheim LLP
Industry Accounting
Experience
Moss Levy & Hartzheim LLP January 2015 - Present
Moss Levy & Hartzheim LLP April 2010 - December 2014
Skills
Government Accounting, External Audit, Financial Audits, Tax Preparation, Financial Accounting
Education
Cal Poly San Luis Obispo 2005 — 2010
Bachelor of Science (B.S.), Business Administration, Accounting
Moss Levy & Hartzheim LLP January 2015 - Present
Moss Levy & Hartzheim LLP April 2010 - December 2014
Skills
Government Accounting, External Audit, Financial Audits, Tax Preparation, Financial Accounting
Education
Cal Poly San Luis Obispo 2005 — 2010
Bachelor of Science (B.S.), Business Administration, Accounting