Novogradac & Company LLP
Headquarters: San Francisco, California, United States Founded: 1989
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Novogradac & Company LLP Employees
Novogradac & Company LLP July 2015 - Present
Washington State Department of Transportation January 2015 - Present
Rockland Entertainment December 2010 - February 2015
Paradise Harley Davidson March 2008 - November 2010
Skills
Customer Service, Teamwork, Microsoft Office, Time Management, Microsoft Word, Problem Solving, Writing, Lightspeed, POS, Statistical Data..., Organizational Behavior, Communication, Employee Training, Organizational..., PowerPoint, Public Speaking, Sales, Training, Human Resources, Leadership, Leadership Development, Outlook
Education
Washington State University Vancouver 2013 — 2015
Bachelor's degree, Personnel Psychology and Human Resource Management
Clark College 2010 — 2013
Associate of Arts (A.A.), General Studies
Novogradac & Company LLP January 2015 - March 2015
Jimmy John's March 2010 - December 2014
Edelweiss Lodge and Resort May 2008 - September 2009
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Phone Etiquette, Customer Service, Multi-line Phone, Cashiering
Education
Austin Community College 2012 — 2015
Professional Accountant Advanced Technical Certificate, Accounting, GPA 4.0, Completed 30 credit hours of program including six accounting courses
Intuit Inc. 2014 — 2014
Certificate for QuickBooks 2014 ProAdvisor, QuickBooks, accounting software, Certified
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor's degree, Political Science, 3.9
BDO USA, LLP October 2012 - Present
Novogradac & Company LLP January 2012 - April 2012
Rockin Baja October 2009 - December 2011
Skills
Accounting, GAAP, Financial Reporting, Financial Accounting, Financial Analysis, US GAAP, Microsoft Excel, Auditing
Education
California State University-Long Beach 2006 — 2011
Bachelor of Science (BS), Accounting
Novogradac & Company LLP January 2001 - Present
Skills
Tax Credits, LIHTC, Tax, ProSystem fx Tax, Accounting, Tax Returns, Tax Preparation, Partnership Taxation, CPA, Tax Accounting, Auditing, GAAP, Affordable Housing, Financial Reporting, Due Diligence, QuickBooks, Real Estate, Fixed Assets, Financial Statements, Peachtree, Financial Analysis, Financial Accounting, Revenue Recognition, US GAAP, Internal Controls, General Ledger, Account Reconciliation, External Audit, Financial Modeling, Real Estate Economics, SEC filings, Valuation, Cost Accounting, Financial Audits, Forecasting, Sarbanes-Oxley Act, Consolidation, Bookkeeping, Income Tax, Finance, Tax Research, IFRS, Accounts Payable, Accounts Receivable, Internal Audit, Variance Analysis, Corporate Finance, Managerial Finance, Strategic Financial..., Corporate Tax
Education
Anderson University (SC) 1996 — 2000
Accounting, Business
Novogradac & Company LLP January 2013 - Present
Global Fund for Women June 2012 - December 2012
Q-Cells North America March 2012 - December 2012
Education
San Francisco State University, College of Business 2010 — 2012
Bachelor's Degree
College of San Mateo
Associate's Degree
BLOWFISH SHOE LLC March 2011 - September 2012
AAA Auto Club South November 2010 - March 2011
CBIZ MHM, LLC July 2008 - October 2010
Novogradac & Company LLP January 2008 - June 2008
Skills
Internal Controls, Auditing, Financial Reporting, General Ledger, Internal Audit, Audit, Corporate Finance, E-commerce, Financial Controlling, Single Audit, Non-profits, Local Government, Accruals, Affordable Housing, PeopleSoft Financial
Education
California State University-Fullerton - College of Business and Economics 2006 — 2008
Accounting
Youpany, Inc. March 2012 - Present
SOS Online Backup February 2011 - September 2011
Novogradac & Company LLP January 2010 - February 2010
Long Beach Unified School District September 2008 - December 2009
Murphy, Murphy, and Murphy December 2007 - May 2008
Victory Healthy Living Technology September 2004 - August 2007
Skills
Excel, Lacerte, Quickbooks, Intacct, 10 Key, Analysis, QuickBooks, Management, Microsoft Excel, Strategy, Start-ups, Business Planning, Business Development, Leadership, Strategic Planning, Marketing, Accounting
Education
Founder's Institute 2012 — 2012
California State University-Long Beach 2003 — 2009
Bachelors of Science, Accountancy
California State University-Long Beach 2003 — 2009
Bachelor's degree, Management Information Systems, Web Development
Recurrent Energy August 2015 - Present
Novogradac & Company LLP January 2013 - July 2015
Berkshire Hathaway Homestate Companies March 2012 - December 2012
JUSTIN Vineyards & Winery July 2010 - January 2012
Cal Poly State University January 2011 - July 2011
Skills
Excel, PowerPoint, Customer Service, SPSS, Data Analysis, Accounting, Microsoft Excel, Microsoft Office, Market Research, Outlook, Financial Reporting, Microsoft Word, Financial Analysis
Education
Golden Gate University 2012 — 2013
Graduate Certificate, Accounting
California Polytechnic State University-San Luis Obispo 2007 — 2011
BS, Agricultural Business
Stevenson School 2003 — 2007
Macias Gini & O'Connell LLP (MGO) September 2014 - Present
Novogradac & Company LLP January 2014 - March 2014
Perfect Ledger June 2013 - October 2013
BACO Realty Corporation January 2013 - September 2013
Accounting Students' Organization January 2013 - May 2013
San Francisco State University August 2011 - May 2013
Volunteer Income Tax Assistance (VITA) January 2012 - April 2013
California State Board of Equalization March 2012 - August 2012
Quanta Computer USA, Inc. June 2008 - July 2008
Skills
Quickbooks, Excel, Word, Access, Bookkeeping, Microsoft Office 2007, Group Work, Analytic Thinking, Team-oriented, Time Management, Problem Solving, QuickBooks, Microsoft Word, Tax Preparation
Education
San Francisco State University 2011 — 2013
Bachelor of Science, Accounting
Chabot College 2009 — 2011
Associate of Science, Accounting
Cal Poly San Luis Obispo 2007 — 2009
James Logan High 2003 — 2007
Office of the Utah State Auditor January 2013 - Present
Utah State Auditor's Office July 2003 - January 2013
Novogradac & Company LLP July 1997 - December 1998
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Reporting, Financial Statements, GAAP, General Ledger, Internal Controls, Financial Audits, QuickBooks, Microsoft Word
Education
Brigham Young University 1991 — 1997
Master of Accountancy, Accounting
Robert Half Finance & Accounting January 2015 - Present
Live Nation Entertainment May 2014 - October 2014
Novogradac & Company LLP December 2012 - May 2014
Novogradac & Company LLP September 2010 - December 2012
Novogradac & Company LLP January 2010 - April 2010
Skills
GAAP, Auditing, Accounting, Financial Statements, Tax, Financial Accounting, Tax Preparation, Microsoft Excel
Education
California State University-Long Beach 2006 — 2010
Bachelor's degree, Accountancy
Builder Homesite Inc. March 2015 - Present
Julia E. Durall Photography June 2013 - Present
ESC - Environmental Systems Corporation August 2013 - October 2013
Accruent April 2012 - March 2013
Fireflower Photography March 2007 - April 2012
PSM Architects, Inc. August 2006 - February 2007
PricewaterhouseCoopers January 2006 - May 2006
Certified Management of Austin August 2005 - December 2005
Novogradac & Company LLP January 2003 - July 2005
Skills
Outlook, Microsoft Excel, QuickBooks, Adobe Acrobat, Photoshop, Administrative..., PowerPoint, Microsoft Word, Data Entry, Access, Dreamweaver, Visio, FileMaker, Internet Explorer, HTML, Flash, CSS, Firefox, Illustrator
Education
The University of Texas at Austin 1990 — 1994
B.S., Radio-Television-Film
Austin Community College 2014 — 2016
Associate's degree, Visual Communication - User Experience Design Specialty, 4.0 GPA
Nigro Karlin Segal Feldstein & Bolno September 2015 - Present
ML Business Management January 2015 - June 2015
IRS Volunteer Income Tax Assistance (VITA) January 2014 - April 2015
PDM, LLP January 2014 - April 2014
UFC GYM January 2012 - January 2014
Novogradac & Company LLP January 2013 - April 2013
Skills
Financial Accounting, Tax Preparation, Tax Returns, ProSystem, CCH ProSystem fx, QuickBooks, Auditing, Tax, Bookkeeping, Microsoft Word, Microsoft Excel, PowerPoint, Access, Adobe Acrobat, Accounting
Education
California State University-Long Beach 2012 — 2015
Bachelor of Science (BS), Accounting, cum laude
El Camino College 2011 — 2012
Novogradac & Company LLP January 2015 - March 2015
Golden Gate University August 2014 - December 2014
YouTube October 2013 - July 2014
Private Tutor January 2013 - May 2013
American School of Asian Culture December 2011 - December 2012
Tianjin Shunxincheng Food Company, Ltd. January 2011 - August 2011
Skills
Blogging, Editing, Writing, Research, Public Speaking
Education
Golden Gate University 2013 — 2015
Master’s Degree, Accounting
Tianjin University of Science and Technology 2007 — 2011
Bachelor of Science (BS), Food Science
Choy & Associates Inc February 2014 - Present
Novogradac & Company LLP January 2015 - March 2015
Innovative Machine Solutions January 2008 - February 2014
Diamond Mine Mini-Storage May 2010 - June 2012
MARKOTS August 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Management, Research, Leadership, Public Speaking, Project Management, Accounting
Education
California State University-East Bay 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Los Medanos College 2009 — 2012
Accounting
Liberty Union High School 2005 — 2009
High School Diploma
Mercer - Investments September 2014 - Present
EnTrust Capital November 2013 - September 2014
Aon Hewitt June 2011 - November 2013
Carnegie Mellon Tepper School of Business August 2009 - June 2011
Carnegie Mellon Tepper School of Business December 2009 - December 2010
Pluscios Management June 2010 - August 2010
Cambridge Associates March 2008 - May 2010
Oliff & Berridge, PLC May 2006 - March 2008
Novogradac & Company LLP June 2004 - September 2005
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Financial Modeling, Investment Strategies, Financial Analysis, Investments, Endowments, Foundations, Valuation, Investment Advisory, Equity Valuation, Investment Management, Capital Markets, Equities, Asset Management, Asset Allocation, Strategy, Due Diligence, Finance, Mutual Funds, Analysis, Financial Markets, Economics, Bloomberg, Private Equity, Derivatives, Series 7, Fixed Income, Quantitative Analytics, Equity Research
Education
Harvard Business School 2012 — 2012
Aon Advance, Intensive six-month, advanced management training course, 2012
Carnegie Mellon University - Tepper School of Business
MBA, Finance, Economics, Accounting, and International Business
Penn State University
Bachelor of Science, Economics
Novogradac & Company LLP January 2015 - Present
ShemCo Accounting Services August 2011 - Present
J.P. Lindstrom, Inc August 2011 - December 2014
China Peak Mountain Resort November 2010 - April 2011
Wells Fargo September 2009 - July 2010
Fox Sports Net Bay Area 2005 - 2005
Skills
QuickBooks, Outlook, Microsoft Excel, Microsoft Word, American Contractor, Accounts Payable, Payroll, Invoicing, General Ledger, Account Reconciliation, Accounts Receivable, Spreadsheets, Bookkeeping, Accounting, Journal Entries, Bank Reconciliation, Telephone Skills, Filing, Pivot Tables, Public Speaking
Education
University of San Francisco 2012 — 2014
Bachelor of Business Administration (BBA), Accounting
College of San Mateo 2008 — 2012
Accounting
Novogradac & Company LLP June 2015 - Present
Valbridge Property Advisors Shaner Appraisals, Inc. October 2013 - June 2015
Arvest Bank July 2008 - October 2013
Skills
Banking, Loans, Mortgage Lending, Real Estate, Investment Properties, Refinance, Appraisals, Loan Origination, Mortgage Banking, Commercial Lending, Valuation, Real Estate Economics, Commercial Mortgages, Residential Mortgages, Real Estate Financing, Commercial Real Estate, Real Estate Transactions
Education
St. Thomas Aquinas High School
Baker University
Bachelor of Business Administration (BBA), Business Administration and Management
Bryker Woods Elementary School June 2015 - Present
The Amani Smith Group 1988 - Present
Austin Independent School District-Cunningham Elementary School August 2014 - May 2015
Eanes Elementary August 2013 - July 2014
Austin Independent School District & Eanes School District October 2012 - May 2013
The Statesman Company April 2010 - October 2011
Austin American-Statesman October 2008 - April 2010
Austin American-Statesman July 2006 - October 2008
Novogradac & Company LLP January 2006 - March 2006
Cooper Graci & Company February 2004 - December 2005
Skills
Elementary Education, Digital Media, Blogging, Social Media, Online Advertising, Advertising, Microsoft Office, Copywriting, Music, Marketing Strategy, Web Analytics, Social Media Marketing, Multimedia, New Media, Strategy, Business Analysis, Marketing Research, Analytics, Management, Digital Marketing, SEO, Creative Writing, Business Development, Marketing, Social Networking, Online Marketing, Radio, Media Planning, Leadership, Digital Strategy, Email Marketing, Television, Business Intelligence, Lead Generation, SEM, Mobile Marketing, Facebook, Idea Generation, Twitter, Teaching Reading, Teaching Writing, Teaching, Music Theory, Music Industry
Education
St. Edward's University 2006 — 2008
MBA, Corporate Finance
St. Edward's University 2002 — 2005
BBA, Accounting
Berklee College of Music 1990 — 1990
Music Performance-Alto Saxophone
Hunterdon Central High School 1987 — 1989
High School
Glenbard North High School 1985 — 1987
Novogradac & Company LLP January 2013 - April 2013
Skills
Tax, Accounting, Auditing, Tax Preparation, Financial Accounting, Income Tax
Education
California State University-Long Beach 2012 — 2014
Bachelor of Science (BS), Accounting
El Camino College 2010 — 2012
Create Advertising September 2015 - Present
Space Exploration Technologies (SpaceX) April 2013 - September 2015
Novogradac & Company LLP January 2013 - April 2013
Pacific 9 Transportation, Inc. November 2009 - January 2013
Franchise Tax Board June 2012 - August 2012
California State University, Long Beach August 2008 - April 2009
Skills
Accounting, Accounts Payable, Tax, Financial Reporting, Auditing, ProSystem fx Tax, Prosystem fx Engagement, PowerPoint, Microsoft Dynamics AX, Microsoft Outlook, Customer Service, Teamwork, Independence
Education
California State University-Long Beach 2008 — 2012
Bachelor of Science (BS), Accountancy
Granite Steel & Processing May 2007 - Present
Novogradac & Company LLP January 2013 - April 2013
Baumgarten & Co., LLP January 2012 - April 2012
H&R Block January 2008 - April 2010
Skills
Accounts Payable, Accounts Receivable, Payroll, Income Tax, Corporate Tax, Partnership Taxation, Financial Audits, Financial Statements, General Ledger, GAAP, Microsoft Excel, IFRS, QuickBooks, Accounting, Invoice Processing, ProSystem fx Tax, CCH ProSystem fx, UltraTax
Education
Cleveland State University
Bachelor of Business Administration (BBA), Accounting
Columbus Global January 2013 - Present
Anders Johansson CPA May 2012 - December 2012
Knight and Company January 2012 - April 2012
St. Regis Properties October 2010 - January 2012
Armanino McKenna LLP January 2009 - October 2010
Novogradac & Company LLP January 2007 - January 2009
Juarez, Zarate and Company CPAs July 2006 - December 2006
Skills
General Ledger, Fixed Assets, Financial Accounting, Financial Reporting, US GAAP, IFRS
Education
California State University-Stanislaus
BA, Major: Economics, Minor: Spanish
Keller Graduate School of Management of DeVry University
Masters Degree, Accounting and Finance
Creative Artists Agency August 2013 - April 2015
Novogradac & Company LLP January 2013 - August 2013
Novogradac & Company LLP January 2011 - December 2012
Skills
Accounting, US GAAP, ProSystem fx Tax, GAAP, Financial Reporting, Financial Statements, Auditing, Financial Accounting, Tax Preparation, Microsoft Excel, Internal Controls, Tax, Financial Analysis, General Ledger, Income Tax, Microsoft Office
Education
California State University-Long Beach 2005 — 2010
BS, Accountancy
Flintridge Sacred Heart Academy 2001 — 2005
Google January 2015 - Present
Chabot Space and Science Center February 2012 - Present
Google August 2013 - January 2015
Accenture September 2011 - August 2013
Novogradac & Company LLP January 2011 - March 2011
Nelson Staffing March 2010 - March 2010
Patelco Credit Union June 2009 - November 2009
Chabot Space & Science Center June 2008 - June 2009
O'Reilly Auto Parts July 2007 - June 2008
Chabot Space & Science Center June 2005 - June 2007
Skills
AML, Fraud Detection, Legal Compliance, Accounting, Auditing, Tax Preparation, Tax, Microsoft Office, Google Docs, Google Apps, Economic Sanctions, CIP, KYC, Enhanced Due Diligence, Outsourcing, BPO, Process Improvement, Business Process..., Business Process Design, Business Process..., Non-profit Volunteer, Non-profit Director, Data Analysis, Due Diligence, Training, COPPA, OFAC, E-commerce, Wallets, P2P, Fraud, Customer Service, PowerPoint, Anti Money Laundering
Education
California State University-Hayward - School of Business and Economics
Undergraduate Bachelors of Science, Accounting and Finance
Bennett Thrasher September 2014 - Present
House of Cheatham April 2014 - June 2014
Novogradac & Company LLP January 2014 - March 2014
House of Cheatham May 2013 - December 2013
House of Cheatham May 2009 - May 2013
Skills
Microsoft Office, Accounting, Microsoft Excel, Research, Microsoft Word, Great Plains Software, Product Development, PowerPoint, Manufacturing, Vicinity Manufacturing..., ProSystem fx Tax, Time Management, Accounts Payable, Leadership, Analysis, Microsoft Dynamics GP
Education
Liberty University 2013 — 2014
Masters of Science in Accouting
Berry College - Campbell School of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting
BDO USA, LLP December 2014 - Present
UHY LLP February 2014 - Present
Novogradac & Company LLP January 2007 - May 2011
Skills
Accounting, Financial Statement..., Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Financial Risk, Tax Accounting, Business Valuation, DCF Valuation, Valuation Modeling, Strategic Planning, Marketing Strategy, Business Strategy
Education
Baylor University - Hankamer School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration (MBA), Master of Business Administration, Finance & Management
Novogradac & Company LLP February 2007 - October 2014
United States Marine Corps November 1998 - September 2003
Education
California State University-East Bay 2004 — 2006
Bachelor's Degree, Business Administration, Concentration: Accounting
Symantec August 2015 - Present
PwC October 2013 - August 2015
Novogradac & Company LLP January 2011 - September 2013
University of Oregon October 2005 - June 2010
University of Oregon Beta Alpha Psi April 2009 - March 2010
Wausau Insurance June 2007 - August 2007
Skills
Excel, Word, Auditing, PowerPoint, Microsoft Office, Reconciliation, Tax, Financial Reporting, Accounting, Financial Analysis, Microsoft Excel, Finance, Account Reconciliation, GAAP, QuickBooks, US GAAP, Microsoft Word, Financial Accounting
Education
University of Oregon 2005 — 2010
Bachelor of Science, Accounting
Central University for Nationalities 2007 — 2008
Study Abroad Scholar, Chinese Language and Literature
Novogradac & Company LLP Investing PartnerO3 Bistro & LoungeJanuary 2012 - Present
Novogradac & Company LLP January 2005 - December 2010
Skills
Auditing, GAAP, Tax, CPA, Financial Reporting, Tax Preparation, Financial Statements
Education
California Polytechnic State University-San Luis Obispo
VMBC January 2014 - Present
Advantage Sales & Marketing May 2013 - December 2013
RadNet January 2011 - May 2013
Novogradac & Company LLP 2009 - 2009
Skills
Accounting, Analysis, Accounts Receivable, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, GAAP, QuickBooks, PowerPoint, Budgets, Auditing, Microsoft Word, Tax Preparation, Healthcare, Financial Accounting, Financial Statements, General Ledger, Account Reconciliation, Data Analysis, Variance Analysis, Revenue Recognition, Internal Controls, Journal Entries, Financial Audits
Education
California State University-Fullerton 2011 — 2014
Master of Business Administration (M.B.A.), Accounting
University of California, Riverside 2004 — 2008
B.S., Business Administration
Novogradac & Company LLP January 2015 - April 2015
City of Long Beach March 2014 - June 2014
KPFF Consulting Engineers July 2010 - August 2012
HoneyBaked Ham December 2009 - December 2009
KNA Consulting Engineers June 2009 - September 2009
HoneyBaked Ham December 2008 - December 2008
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Statement..., Partnership Tax Returns, Corporation Tax Returns, ProSystem fx Engagement, ProSystem fx Tax, Microsoft Excel, QuickBooks, Structural Analysis, Structural Engineering, Seismic Design, Earthquake Engineering, Construction..., Steel Structures, Timber Structures, Engineered Wood Products, Reinforced Concrete, Masonry, Foundation Design, Retaining Walls, Equipment Anchorage, AutoCAD, Revit, RISA, RAM Structural Systems, SAFE, Enercalc
Education
National University 2014 — 2015
Master's Degree, Accountancy, 3.900 GPA
California Polytechnic State University-San Luis Obispo 2005 — 2010
Bachelor of Science (BS), Architectural Engineering, 3.576 GPA
Lord & Taylor August 2012 - Present
Novogradac & Company LLP January 2012 - April 2012
Skills
Microsoft Office, Spanish-speaking, ProSystem fx Tax, Time Management, Auditing
Education
SUNY Binghamton 2010 — 2011
Master of Science (M.S.), Accounting, 3.14
SUNY Binghamton 2006 — 2010
Bachelor of Science (B.S.), Accounting, 3.35
Novogradac & Company LLP January 2010 - Present
The Home Depot 2008 - December 2009
Novogradac & Company LLP January 2009 - May 2009
Skills
GAAP, Tax, Partnership Taxation, Tax Preparation, Corporate Tax, ProSystem fx Tax, Accounting, Tax Returns, Auditing, Financial Analysis
Education
Texas State University-San Marcos 2007 — 2009
Bachelor of Business Administration (BBA), Accounting
Austin Community College 2005 — 2007
Accounting
Ashland Partners & Company, LLP July 2012 - Present
Novogradac & Company LLP January 2012 - April 2012
Education
City University of New York-College of Staten Island
Novogradac & Company LLP January 2014 - Present
BARRY H. FRANKLIN, CPA, LLC February 2013 - December 2013
DIJP CPA June 2011 - January 2013
CUSTOM HOUSE GLOBAL FOREIGN EXCHANGE October 2008 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, English, Tax Accounting, Accounting, Tax Returns, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, QuickBooks
Education
Mercer University 2012 — 2013
Master of Accountancy, Accounting
Centennial College 2008 — 2009
Graduate Certificate program, International Business Management
Gujarat University 2004 — 2007
Bachelor of Commerce (B.Com.), Accounting
Giant Creative Strategy July 2014 - Present
Giant Creative Strategy June 2011 - June 2014
McCann Worldgroup 2010 - 2011
Core Fund Solutions September 2009 - April 2010
Novogradac & Company LLP January 2009 - March 2009
Novogradac & Company LLP March 2006 - December 2008
Cinema AZN, Comcast 2004 - 2006
BOM Film Productions March 1998 - November 2003
Education
Golden Gate University 2007 — 2009
MA, Accounting
Chung-Ang University
MA, Film Studies
Ewha Womans University
BA, French
Moss Adams LLP July 2009 - Present
Burnett + Company LLP June 2008 - July 2009
Novogradac & Company LLP July 1999 - July 2004
Skills
Partnership Taxation, Real Estate, Auditing, Tax Research, Tax, Real Estate Transactions, CPA, Financial Reporting, Tax Accounting, Corporate Tax, Accounting, Income Tax, GAAP
Education
Brigham Young University 1991 — 1999
B.S./Macc, Accounting - Professional Stem
HG Capital, LLC July 2014 - Present
Citco Fund Services January 2011 - July 2014
Rothstein Kass January 2006 - November 2009
Novogradac & Company LLP September 2003 - December 2005
Skills
GAAP, Internal Controls, Auditing, Risk Assessment, Tax Returns, Corporate Finance, Accounting, Tax, Sarbanes-Oxley Act, Financial Audits, Valuation, Financial Statements, Private Equity, Financial Reporting, US GAAP, Financial Modeling, Finance, Hedge Funds, Budgets, CPA, Financial Accounting, SEC filings, Financial Analysis
Education
California State University-Sacramento 2001 — 2003
Bachelor of Science (BS), Accounting
Al-Dawha Private School 1986 — 1997
Golden Gate University
MBA, Finance
Caruso Affiliated July 2015 - Present
University of La Verne June 2014 - Present
The John Stewart Company November 2011 - July 2015
Novogradac & Company LLP January 2011 - March 2011
Wells Fargo August 2008 - December 2010
Stewart Title September 2007 - June 2008
Skills
Accounting, Accounts Receivable, Accounts Payable, Auditing, Real Estate Accounting, Fixed Asset Depreciation, Accruals, Excel, Rent Roll, Outlook, Credit Analysis, Quickbooks, LIHTC, CPA, MBA, General Ledger, Yardi, MRI Software, Boston Post, New Markets Tax Credits, ProSystem fx, Banking, Payroll, 1099 Preparation, Microsoft Excel, QuickBooks, Real Estate, Fixed Assets, Tax, Financial Statements, ProSystem fx Tax, Budgets, Analysis, Account Reconciliation, Journal Entries, Cash Flow, Financial Reporting, Consolidation
Education
University of La Verne 2009 — 2010
MBA, Accounting
California State University-Los Angeles 2003 — 2005
Bachelor of Science, business administration, management
Pasadena City College 1999 — 2002
Associate's degree, General Education
The Church of Jesus Christ of Latter-day Saints - Presiding Bishopric's Office April 2015 - Present
Perpetual Education Fund/Self-Reliance Dept. - The Church of Jesus Christ of Latter-day Saints August 2014 - April 2015
BloomReach June 2012 - August 2014
BloomReach January 2011 - June 2012
L.E.K. Consulting October 2009 - January 2011
Clayton Christensen Institute August 2009 - October 2009
BYU 2006 - 2009
L.E.K. Consulting, LLC June 2008 - August 2008
Novogradac & Company LLP 2007 - 2007
Skills
Financial Modeling, Due Diligence, Business Strategy, Management Consulting, Strategy, Entrepreneurship, Venture Capital, Competitive Analysis, Financial Analysis, Data Analysis, Start-ups, Analytics, Valuation, Market Research, Finance, Strategic Planning, Product Management
Education
Brigham Young University 2006 — 2009
BS, Accounting, 3.96/4.0; 740 GMAT; Magna Cum Laude
Big Bend Community College 2002 — 2006
AA, Business
Novogradac & Company LLP April 2015 - Present
Novogradac & Company LLP 2015 - 2015
South San Francisco Senior Center January 2014 - April 2014
Panasonic International Trading (Shanghai) Co.,Ltd May 2011 - July 2011
Panasonic International Trading (Shanghai) Co.,Ltd February 2007 - May 2011
Skills
Microsoft Excel, Accounting, Financial Analysis, Forecasting, Financial Accounting, Financial Reporting, Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Auditing, Customer Service, SAP, Account Reconciliation, Accounts Receivable, Accounts Payable, QuickBooks, Time Management, Microsoft PowerPoint
Education
San Francisco State University 2014 — 2015
Master of Science in Accounting
College of San Mateo 2013 — 2014
Accounting Assistant, Tax Preparer, Accounting
University Of Shanghai For Science And Technology (Shanghai) 2003 — 2007
Bachelor of Arts (B.A.), Japanese Language and Literature
EY April 2015 - Present
Novogradac & Company LLP June 2012 - July 2013
Veolia North America July 2011 - July 2012
Tyco Flow Control January 2006 - September 2010
Harvard University March 2004 - January 2006
Brayton Point Station 2001 - 2004
Skills
Financial Modeling, Energy, Renewable Energy, Microsoft Excel, Valuation, Process Improvement, Power Generation, Power Plant Operations, Business Strategy, Financial Analysis, Combined Cycle
Education
Boston University - School of Management
MBA, Finance, Strategy & Business Analysis
University of Massachusetts Dartmouth
BS, Accounting
ISPN HelpDesk & Network Services July 2015 - Present
Horizon Systems, Inc December 2014 - July 2015
Novogradac & Company LLP September 2013 - November 2014
USFP Property Management Inc. February 2013 - September 2013
Colliers International Kansas City March 2009 - February 2013
Colliers International Kansas City September 2007 - March 2009
Skills
Commercial Real Estate, Real Estate Economics, Leases, Real Estate, Corporate Real Estate, Location Intelligence, Tenant, Property Management, Real Estate Transactions, Landlord, Asset Managment, Microsoft Excel, Market Analysis, Contract Negotiation, Appraisals, Financial Analysis, Property, Brokerage, Construction, Disposition, Residential Homes, Marketing, Real Estate Development, Lease Administration, Lease Negotiations, Landlords, Shopping Centers
Education
Baker University 2003 — 2007
Bachelor of Science, Business Management
Johnson County Community College 2015 — 2016
Associate of Arts and Sciences (A.A.S.), Information Technology - Networking
Danaher July 2012 - Present
Novogradac & Company LLP January 2012 - March 2012
Associated Estates Realty Corp May 2007 - December 2011
Conn-Selmer, Inc. 1998 - 2007
Skills
Accounting, Financial Analysis, Auditing, Budgets, Microsoft Excel, Financial Modeling, General Ledger, Accruals, Outlook, Financial Reporting, Process Improvement, QuickBooks, Account Reconciliation, Microsoft Office, Accounts Payable, Microsoft Word, Timberline Accounting, Peachtree, Tax, Financial Accounting
Education
Cleveland State University 2007 — 2009
BA, Accounting
Cuyahoga Community College 2004 — 2006
Associate, IT
Kaiser Permanente August 2012 - Present
Union Bank 2009 - August 2012
Novogradac & Company LLP 2004 - 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Auditing, GAAP, Due Diligence, Sarbanes-Oxley Act, CPA, Tax, Investments, Asset Management
Education
Brigham Young University 2000 — 2004
MASTERS OF ACCOUNTANCY/B.S. ACCOUNTING, Accounting and Finance
Novogradac & Company LLP November 2006 - July 2010
Education
California State University-Long Beach
Accountancy
Novogradac & Company LLP January 2014 - Present
Avery Dennison January 2010 - Present
RSM McGladrey January 2008 - March 2009
RSM McGladrey January 2006 - January 2008
Skills
Financial Statements, Financial Reporting, QuickBooks, Tax, Internal Controls, CPA, PeopleSoft, Auditing
Education
Cleveland State University 2009 — 2012
Master, Accountancy
Bowling Green State University 2001 — 2005
Bachelor of Science, Accounting
Novogradac & Company LLP October 2012 - Present
ABM Parking Services July 2008 - October 2012
Skills
GAAP, ProSystem fx Tax, Accounting, General Ledger, Fixed Assets, Financial Reporting, Tax Preparation, Auditing, US GAAP, Journal Entries, Internal Controls, Tax, QuickBooks, CPA, Microsoft Excel, Microsoft Word, Microsoft Office, JDE One World, LIHTC
Education
Cleveland State University 2006 — 2008
Masters of Accountancy, Accounting
Xavier University 1993 — 1997
BSBA, Business Management
Patheon May 2014 - November 2014
ClosedWon June 2013 - March 2014
CliftonLarsonAllen April 2013 - June 2013
Qforma Inc March 2011 - November 2012
PPD February 2008 - March 2009
PPD September 2007 - February 2008
Novogradac & Company LLP January 2006 - March 2006
Austin Regional Clinic January 2002 - December 2003
Skills
Salesforce.com, Healthcare, Pharmaceutical Industry, Customer Service, Microsoft Excel, Training, CRM, Databases, Sales Operations, Management, Sales Support, Process Improvement, Microsoft Office, Cross-functional Team..., Salesforce.com..., Microsoft Word, Clinical Trials, Project Planning, Windows, Sales, Leadership, Team Leadership, Accounting, Conga Composer, Cloud Computing
Education
Texas State University-San Marcos 2005 — 2007
B.B.A., Accounting
Austin Community College 2000 — 2002
Associate of Applied Science, Medical Laboratory Technology
Alcion Ventures July 2015 - Present
Novogradac & Company LLP January 2014 - July 2015
Scituate High School Wrestling December 2013 - February 2014
BlumShapiro June 2013 - August 2013
Bentley University February 2012 - May 2013
Olympia Moving & Storage August 2012 - September 2012
Collegiate Entrepreneurs February 2011 - September 2011
Skills
Accounting, External Audit, ProSystem fx Tax, Access, Management, Outlook, Microsoft Excel, Budgets, PowerPoint, Microsoft Word, Networking, Online Advertising, SAP, Web Design, Interviews, Cold Calling, Financial Analysis, QuickBooks, Microsoft Office, Financial Modeling, Teamwork, Customer Service
Education
Bentley University 2009 — 2013
Bachelor of Science in Accountancy, Minor in Business Management May 2013, Accounting, senior
Novogradac & Company LLP December 2012 - Present
Isler Northwest LLC December 2009 - December 2012
Van Beek & Co., LLC February 2006 - December 2009
Fox’s Spy Outlet April 2001 - February 2006
Skills
GAAP, Revenue Recognition, Financial Reporting, Income Tax, Financial Accounting, Tax, Accounting, Auditing, Financial Analysis, General Ledger, QuickBooks, Internal Controls, Accounts Payable, Assurance, Accounts Receivable, Cash Flow, CPA, Tax Preparation, US GAAP
Education
Portland State University - School of Business 2004 — 2006
Bachelor's Degree, Accounting
Clackamas Community College 2001 — 2004
Associate, General, Business
Prudential Mortgage Capital Company December 2014 - Present
Prudential Mortgage Capital Company June 2013 - December 2014
Novogradac & Company LLP March 2012 - June 2013
Miles & Stockbridge P.C. June 2010 - February 2012
The Ithaka Group LLC December 2010 - July 2011
Miles & Stockbridge P.C. June 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Skills
Microsoft Office, PowerPoint, LexisNexis, Westlaw, Microsoft Excel, Analysis, Finance, Market Research, Investments, Real Estate, Data Analysis
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2006 — 2010
Bachelor of Arts, Economics
Gonzaga College High School 2002 — 2006
Novogradac & Company LLP December 2010 - Present
Novogradac & Company LLP January 2008 - December 2010
Kling & Pathak LLP September 2006 - November 2007
Skills
GAAP, Income Tax, QuickBooks, Accounting, Financial Reporting, Auditing, Tax, US GAAP, Financial Accounting, General Ledger, Account Reconciliation, Microsoft Excel, Microsoft Office, Tax Preparation, Microsoft Word, Tax Accounting, Fixed Assets, Partnership Taxation, Bank Reconciliation, Financial Audits, CPA, CCH ProSystem fx, Accounts Receivable, Journal Entries, ProSystem fx Tax, Financial Statements, External Audit, Payroll, Accountants, Consolidation, Year-end Close, Preparation, Partnership Tax Returns, Assurance, Consolidated Financial..., Variance Analysis, Accruals, Tax Research, Accounts Payable, Tax Credits, Accounting Research, Finance, Revenue Recognition, Tax Returns, Single Audit, Due Diligence
Education
California State University-Long Beach - College of Business Administration 2005 — 2008
Bachelor of Science (BS), Accounting
Santa Fe High School 2000 — 2003
Johnson & Johnson April 2013 - Present
Wolf & Company, P.C. September 2011 - April 2013
Novogradac & Company LLP September 2005 - October 2011
Skills
Tax, Finance, Auditing, CPA, Affordable Housing
Education
Suffolk University - Sawyer Business School 2006 — 2008
MST, Taxation
Bryant University 2001 — 2005
BSBA, Accounting
Whitley Penn July 2015 - Present
Piercy Bowler Taylor & Kern, CPAs January 2014 - July 2015
Piercy Bowler Taylor & Kern, CPAs July 2011 - December 2013
Piercy Bowler Taylor & Kern, CPAs January 2010 - June 2011
Novogradac & Company LLP January 2009 - April 2009
Potts and Associates June 2008 - December 2008
Brigham Young University - Idaho February 2008 - December 2008
DHL GLOBAL FORWARDING August 1997 - December 2006
The Church of Jesus Christ of Latter-Day Saints 1995 - 1997
Skills
Research, Leadership, Tax Preparation, Tax, QuickBooks, Financial Accounting, Journal Entries, Income Tax, Accounting, Corporate Tax, Tax Provision, Staff Training, Staff Supervision, Partnership Taxation, Efiling, Microsoft Excel, Microsoft Word, InDesign, Microsoft Office, Microsoft Access, Distribution Center..., International Logistics, State Tax, GoSystems, Real Estate
Education
Brigham Young University - Idaho 2007 — 2009
BS July 2009, Major: Accounting; Minor: Professional Writing
FirstService Residential in California April 2014 - Present
Novogradac & Company LLP January 2014 - March 2014
Euclid Management Company March 2012 - January 2014
Murphy, Murphy, & Murphy, CPAs November 2008 - April 2009
Gordon P. Chow, CPA, CFP January 2008 - May 2008
Skills
Accounting, ProSeries, Financial Analysis, Account Reconciliation, Auditing, Financial Statements, Tax, Finance, Budgets, Accounts Payable, Access, Journal Entries, QuickBooks, GAAP
Education
California State University-Fullerton 2005 — 2010
Business Administration, Accounting, Finance
California State University-Fullerton - College of Business and Economics 2005 — 2010
Business Administration, Accounting, Finance
Steadfast Companies June 2013 - Present
Novogradac & Company LLP January 2013 - April 2013
M&D Properties April 2012 - August 2012
Skills
Accounting, QuickBooks, Tax Preparation, Partnership Taxation, ProSystem fx Tax, External Audit, Customer Service, Variance Analysis, Tax Returns, Tax, Bookkeeping, Income Tax, Yardi Voyager
Education
California State University-Long Beach - College of Business Administration 2010 — 2012
Bachelor of Science (B.S.), Accounting
Novogradac & Company LLP September 2014 - Present
Digilent Inc. July 2012 - May 2014
Susan R. Wilson, Attorny at Law, PLLC April 2012 - June 2012
Smoky Mountain Pizzeria & Grille August 2011 - March 2012
Macy's April 2010 - February 2011
Skills
Microsoft Office, QuickBooks, Customer Service, Microsoft Excel, Microsoft Word, Lotus Notes, Outlook, Front Office, Data Entry, Organization
Education
Brigham Young University - Idaho 2006 — 2010
Bachelor of Arts (B.A.), Art History, 3.5 GPA
23andMe August 2015 - Present
Google September 2014 - August 2015
YouTube July 2013 - September 2014
Novogradac & Company LLP January 2012 - April 2013
GCI General Contractors September 2010 - October 2011
Accountemps November 2009 - August 2010
Skills
Project Management, Project Planning, Digital Media, Cross-functional..., Team Management, Product Launch, Operations Management, Accounting, Auditing, Financial Reporting, Tax, GAAP, Financial Statements, Financial Analysis, US GAAP, General Ledger, Finance, Sarbanes-Oxley Act, Revenue Recognition, CPA, Accounts Payable, Accounts Receivable, Internal Controls, Tax Preparation, Journal Entries, Account Reconciliation, Financial Accounting, Management, Strategic Media..., Social Media
Education
General Assembly 2014 — 2014
Other, Product Management
Santa Clara University - Leavey School of Business 2009 — 2009
CAAP, Accounting
Ateneo de Manila University 2004 — 2008
BS, Management
University of San Francisco 2006 — 2006
Study Abroad Program
Novogradac & Company LLP April 2015 - Present
Novogradac & Company LLP January 2015 - March 2015
VITA Clinic San Marcos February 2014 - April 2014
Dell October 2011 - February 2014
Dell October 2010 - October 2011
Skills
Typing, Computer Hardware, Microsoft Office, Windows 7, Technical Support, Microsoft Word, PowerPoint, Microsoft Excel, Auditing, Financial Reporting, Accounts Payable, Account Reconciliation, Laptops, Leadership, Management, Sales, Accounting, Financial Accounting, Access, Accounts Receivable, General Ledger, Financial Analysis, Financial Statements, Internal Controls, GAAP, Time Management
Education
Austin Community College 2015 — 2015
Accounting
Texas State University 2012 — 2015
Bachelor's degree, Accounting
Austin Community College 2007 — 2011
Associate's degree, Business Administration
PwC June 2015 - August 2015
Novogradac & Company LLP January 2015 - April 2015
Knott's Berry Farm April 2012 - December 2014
Cline Carroll Clark and Bartell, LLP January 2014 - April 2014
Advantage Sales & Marketing March 2013 - December 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Cash Handling Experience, Customer Service, Sales, Inventory Management, Event Planning, Event Management, Time Management, Accounts Payable, Accounts Receivable, Customer Satisfaction, Facebook, Financial Accounting, Marketing, Outlook, Social Media Marketing, Social Networking, Tax Accounting, Teamwork, Financial Audits, Data Entry, Retail, Cost Accounting
Education
California State University-Fullerton 2011 — 2015
Accounting and Business/Management
DiCicco, Gulman & Company July 2015 - Present
Novogradac & Company LLP July 2012 - July 2015
Boston Capital January 2012 - June 2012
Self 2009 - 2011
Skills
Accounting, Financial Analysis, Financial Regulation, Microsoft Office, VBA, Ruby on Rails, SQL, Peachtree, CCH ProSystem fx, ProSystem fx Tax, ePace, Adobe Creative Suite, Tax, Financial Audits, Internal Audit, QuickBooks, Microsoft Excel, Microsoft Word
Education
Wentworth Institute of Technology 2009 — 2011
BSM, Cum Laude, Management
Boston University 2007 — 2009
Computer Science, Economics
Central Austin Management Group August 2015 - Present
Montemayor Hill Britton & Bender PC November 2013 - August 2015
The Khabele School May 2013 - November 2013
Pure Bikram Yoga June 2011 - June 2013
Novogradac & Company LLP January 2013 - April 2013
Neill-Cochran House Museum July 2011 - June 2012
Le Marseillais Fine French Specialties July 2005 - January 2011
ThunderCloud Subs August 2000 - August 2010
The Soup Peddler October 2003 - June 2005
Skills
Microsoft Excel, QuickBooks, Financial Accounting, Hospitality, General Ledger, Financial Statements, Account Reconciliation, Accounting, ProSystem fx Tax, ProSystem fx Engagement, Microsoft Office, Microsoft Access, GAAP, Auditing, Leadership, Financial Analysis, US GAAP, Tax Preparation, Tax
Education
The University of Texas at Austin 2010 — 2012
BBA, Accounting
Austin Community College 2008 — 2010
Transfer Student, Business Administration
Turnitin August 2015 - Present
zSpace, Inc. July 2014 - August 2015
Novogradac & Company LLP January 2014 - April 2014
Beta Alpha Psi August 2013 - December 2013
Beta Alpha Psi January 2013 - June 2013
Core-Mark International October 2012 - November 2012
Core-Mark International June 2012 - September 2012
China Central Service May 2011 - September 2012
Linguaphone April 2009 - June 2010
HSBC April 2008 - November 2008
Skills
Training, Accounting, Teamwork, Customer Service, English, Public Speaking, Team Management, Microsoft Excel, PowerPoint, Employee Relations, Project Management, Research, Translation, Teaching, Marketing, International Education, Team Building, QuickBooks, NetSuite
Education
San Francisco State University 2011 — 2013
Master's Degree, Accounting (MSA)
Guangzhou University of Traditional Chinese Medicine
Bachelor's Degree, English (Medicine Oriented)
Novogradac & Company LLP January 2015 - Present
Estatemind Realty August 2013 - October 2014
Doll Capital Management June 2012 - June 2013
Vietnamese Student Association January 2012 - June 2013
CSU East Bay September 2010 - June 2012
Internal Revenue Service January 2011 - April 2011
Mission College January 2010 - May 2010
Skills
Microsoft Excel, PowerPoint, Analysis, Accounting, Microsoft Word, Process Improvement, Microsoft Office, Auditing, Financial Analysis, Forecasting, Inventory Management, Financial Reporting, QuickBooks, Finance, Accounts Payable, Financial Statements, Financial Accounting
Education
California State University-East Bay 2010 — 2013
Bachelor of Science (BS), Accounting and Finance
Mission College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
EY October 2014 - Present
Novogradac & Company LLP January 2014 - April 2014
Northeastern University D'Amore-McKim School of Business September 2013 - December 2013
Northeastern University D'Amore-McKim School of Business June 2013 - December 2013
Alfred University Special Academic Services January 2013 - May 2013
Alfred University Athletic Department September 2009 - May 2013
Citi July 2008 - August 2008
Skills
Spanish, Time Management, PowerPoint, Access, Financial Accounting, Microsoft Office, SPSS, Punctual, Reliability, Tax Preparation, Cost Accounting, US GAAP, SAP GUI, Stata, NetSuite, ProSystem fx Tax, LIHTC, Data Entry, Facebook, Microsoft Word, QuickBooks, Financial Statements, Finance, Microsoft Excel, Public Speaking, Teamwork
Education
Northeastern University 2013 — 2014
Master of Science (MS), Accounting
Alfred University 2009 — 2013
Bachelor of Science (B.S.), Accounting, Spanish, Economics, 3.5
Universitat Jaume I 2012 — 2012
Economics, International Business
North Tonawanda Senior High School 2006 — 2009
High School, Chemistry/Business, 3.9
Zuman September 2013 - Present
Teacher's Pension and Insurance June 2011 - September 2013
TriNet September 2006 - May 2011
TriNet February 2004 - April 2005
Humanex April 2003 - February 2004
Visual Concepts April 2002 - April 2003
TriNet January 2000 - April 2002
Novogradac & Company LLP September 1998 - January 2000
Skills
Salesforce.com, Marketing Automation, Marketo, Sales Operations, Human Resources, Employee Benefits, Benefits Administration, HRIS, Payroll, Training, Leadership, Recruiting, Sales Process, PEO, CRM, Onboarding, Sales, Coaching, Hiring, Human Capital, Employee Relations, Performance Management, Personnel Management, Talent Management, PeopleSoft, Program Management, HR Consulting, Sales Presentations, Forecasting, 401k, Workers Compensation, New Hire Orientations, Deferred Compensation, Workforce Planning, Talent Acquisition, Applicant Tracking..., HR Policies, Employee Engagement, Time Management, Employee Handbooks, FMLA, Marketing Operations, Salesforce.com...
Education
California State University-East Bay 2002 — 2004
BS, Business Administration-Human Resources
Chabot College 1999 — 2002
Transfer, General Studies
Odyssey April 2014 - Present
Novogradac & Company LLP January 2012 - Present
Praxis March 2011 - August 2012
Deloitte June 2010 - August 2010
Farmers Insurance June 2007 - September 2009
Education
University of California, Santa Cruz 2009 — 2011
BA, Business Management Economics
Cal Poly San Luis Obispo 2007 — 2008
Lodgen, Lacher, Golditch, Sardi, Saunders, & Howard LLP October 2011 - Present
Macias Gini & O'Connell LLP July 2009 - May 2011
Novogradac & Company LLP January 2009 - April 2009
Skills
Internal Controls, Auditing, Accounting, General Ledger, GAAP, Risk Assessment, Tax, Process Improvement, Financial Accounting
Education
California State University-Los Angeles 2006 — 2008
M.S., Accountancy
Golden Beach Inc. April 2015 - Present
Novogradac & Company LLP January 2015 - April 2015
Port of Los Angeles June 2013 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork
Education
California State University-Long Beach 2010 — 2015
Bachelor's degree, Accounting
Novogradac & Company LLP January 2014 - Present
Novogradac & Company LLP January 2011 - December 2013
KPMG January 2010 - January 2011
KPMG Audit June 2008 - August 2008
Lawrence Livermore National Laboratory June 2006 - December 2007
Skills
Microsoft Excel, Microsoft Word, GAAP, Auditing, Accounting, Financial Reporting, US GAAP, Internal Controls, Financial Analysis, Financial Accounting, Tax, Financial Audits, Budgets, Internal Audit, Financial Statements
Education
California State University-Chico 2005 — 2009
Bachelor of Science, Accounting
Atlas Bolt & Screw Company August 2015 - Present
Novogradac & Company LLP January 2013 - August 2015
TravelCenters of America March 2007 - January 2013
Richter & Associates, Inc. May 2012 - August 2012
TravelCenters of America May 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word
Education
Ashland University 2010 — 2012
Bachelor of Science in Business Administration, Accounting
Skinner Fouch & Olson LLP July 2015 - Present
Novogradac & Company LLP January 2015 - April 2015
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
California State University, Fullerton August 2012 - 2013
International Studies Abroad March 2012 - 2013
California State University, Fullerton August 2010 - May 2011
Skills
Outlook, PowerPoint, Community Outreach, Access, Marketing, Financial Accounting, Microsoft Outlook, Research, Income Tax, ProSystem fx Tax, Microsoft Excel
Education
University of California, Irvine 2014 — 2015
Master of Professional Accountancy
California State University-Fullerton 2009 — 2013
BA, Finance, Accounting, Spanish
Universitat Autònoma de Barcelona
LGC+D July 2015 - Present
Novogradac & Company LLP January 2014 - July 2015
HSNO February 2013 - May 2013
Cardarelli & Ricci, Inc February 2013 - May 2013
Skills
Accounting, QuickBooks, Financial Analysis, Auditing, Tax, Business Valuation, GAAP, Corporate Tax, Tax Preparation, US GAAP, Tax Accounting, Partnership Taxation, Fixed Assets, Assurance, External Audit, ProSystem fx Tax
Education
Bryant University Graduate School 2013 — 2013
MPAc-Tax, 3.53
Bryant University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Novogradac & Company LLP November 2014 - Present
Novogradac & Company LLP November 2012 - November 2014
PerkinElmer November 2011 - October 2012
Town of Belmont June 2011 - August 2011
Campbell, DeVasto & Associates CPA January 2011 - June 2011
Skills
OneNote, SPSS, Outlook, Microsoft Excel, PowerPoint, OneSource, Hyperion Reports, Bloomberg BNA Tax..., Accounts Payable, Corporate Tax, International Tax, Analysis, Tax Returns, Tax, Financial Reporting, ProSeries, ProSystem fx Tax, CCH Research, Financial Statements, Accounting, Finance, Auditing, Tax Accounting, Tax Research, GAAP, US GAAP, Partnership Taxation, Tax Preparation, General Ledger, Financial Accounting, Internal Controls, Income Tax, Sarbanes-Oxley Act, Account Reconciliation, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's degree, Accounting
Bentley University 2007 — 2011
Bachelor of Science (BS), Accounting
Captivate October 2014 - Present
Adheris Health July 2011 - October 2014
CBIZ Tofias / Mayer Hoffman McCann PC November 2010 - July 2011
Keane International, Inc. July 2009 - October 2010
Livingston & Haynes, P.C. July 2007 - August 2009
Novogradac & Company LLP September 2006 - July 2007
Cambridge Savings Bank 2003 - 2005
Skills
Revenue Recognition, GAAP, Financial Reporting, US GAAP, Technical Accounting, Options, Internal Controls, Fair Value, Purchase Accounting, FAS 123R, SAB 104, Variance Analysis, Financial Statements, Accounting, Financial Analysis, Auditing, Financial Accounting, QuickBooks, Tax, General Ledger, Accounts Payable, Strategic Financial..., Account Reconciliation, Forecasting, Fixed Assets, Financial Modeling, Cash Flow, Corporate Finance, Budget, Managerial Finance, Finance, Peachtree, Analysis, Cash Management, PeopleSoft, Hyperion Enterprise, Tax Preparation, Business Analysis, Income Tax, Financial Audits, SOP 97-2, Stock Compensation, Consolidation, CPA, Accounts Receivable, Year-end Close, Acquisition Integration, Income Statement, Budget Forecasts, External Audit
Education
Bentley University 2009 — 2011
Master of Business Administration, Accounting
Bentley University 1998 — 2006
BS, Accountancy
Saidii & Gaudiano, Ltd. May 2015 - Present
Gaudiano & Company, PC September 2013 - Present
Navient May 2014 - Present
Sallie Mae November 2013 - April 2014
PC Tax Services LLC February 2012 - December 2013
Novogradac & Company LLP January 2012 - October 2013
Cleveland State University August 2010 - May 2012
Kirby Inland Marine, Kirby Inland Marine April 2009 - August 2010
The Great Lakes Towing Company June 2008 - March 2009
Kirby Inland Marine September 2006 - June 2008
Skills
Income Tax, Tax Preparation, Prosystems Tax and..., Tax Research, Auditing, Accounting, Time Management, Transportation, Logistics, Budgets, Operations Management, Microsoft Office, Microsoft Excel, ProSystem fx Tax, CCH ProSystem fx, Drake Tax Software, Project Management, Financial Accounting, Bookkeeping, CPA, GAAP, US GAAP, Tax Accounting, Government, Tax, Tax Returns, Human Resources, Navigation, Corporate Tax, Financial Statements, Analysis, Financial Analysis, Financial Reporting, QuickBooks, Internal Controls, General Ledger
Education
Cleveland State University 2010 — 2012
Degree: Masters, Accountancy; Taxation, 3.6
State University of New York Maritime College 2003 — 2006
Degree: Bachelor of Science, Marine Transportation
Novogradac & Company LLP
Skills
SEO, HTML, Photography, Animation, ActionScript, JavaScript, CSS, Illustrator, Typography, Dreamweaver, Flash, InDesign, Adobe Creative Suite, Web Design, Graphics, Web Development
Education
Cabrillo College 2000 — 2002
A.S., Computer Information Systems
University of California, Santa Cruz 1989 — 1992
BA, Comparative Literature
KAF Financial Group January 2014 - Present
Novogradac & Company LLP November 2011 - December 2013
Skills
Audit, Tax, Financial Reporting, Tax Preparation, Financial Statements, General Ledger, Tax Accounting, Financial Modeling, Forecasting, US GAAP, CPA, Income Tax, Budgets, Real Estate Transactions, Renewable Energy Credits, New Markets Tax Credits, Affordable Housing, Community Development, Historic Rehabilitation..., LIHTC, Accounting, Partnership Taxation
Education
Bryant University 2010 — 2011
Master of Professional Accountancy, Accounting
Bryant University 2007 — 2010
Bachelor of Science, Business Administration; Accounting
Novogradac & Company LLP August 2015 - Present
Citizen Schools June 2015 - Present
O'Connor & Drew, P.C. August 2013 - September 2014
McGladrey January 2013 - June 2013
Workscape an ADP Company June 2011 - January 2012
United Natural Foods Incorporated October 2010 - February 2011
Game On! April 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Auditing, Analysis, Access, Financial Analysis, Financial Reporting, ProSystem fx Tax, Tax Preparation, Tax, Software Documentation, SharePoint, Financial Accounting, Data Analysis, Tax Returns, Organizational Behavior, Analytics, Visio, SQL, Process Improvement, PowerPoint, Caseware, BNA Fixed Asset Software, ProSystem fx Engagement, ProSystem Fx Document, General Ledger, Bank Reconciliation, Journal Entries, Accounts Payable, Account Reconciliation, Microsoft Word, Time Management, CrossFit
Education
Bryant University 2012 — 2013
Master of Professional Accountancy, Tax Concentration, Accounting
Bryant University 2008 — 2012
Bachelor of Science (BS), Accounting
The Gunnery 2005 — 2008
High School Diploma
Novogradac & Company LLP July 2007 - Present
Novogradac & Company LLP June 1997 - Present
RSM McGladrey 2005 - 2007
Hausser + Taylor, LLP 2000 - 2007
Hausser + Taylor, CPA’s 2000 - 2007
Hausser + Taylor CPAs 1988 - 2007
American Express TBS 2000 - 2005
Skills
Tax Credits, Partnership Taxation, Affordable Housing, Real Estate Development, Tax, Real Estate, Asset Management, Corporate Tax, Accounting, Auditing, LIHTC, Financial Reporting, Audit, Non-profits, Construction, Due Diligence, QuickBooks, Tax Accounting, GAAP, Tax Preparation, Nonprofits, CPA, Tax Returns, Real Estate Economics, Fixed Assets, US GAAP, Income Tax
Education
Cleveland State University 1983 — 1988
BA, Accounting
Valley Forge High School 1981 — 1983
Novogradac & Company LLP January 2011 - Present
Urological Surgical Associates P.C July 2004 - August 2009
Standard & Poor's July 2006 - August 2006
Federal Reserve Bank of New York July 2005 - August 2005
Skills
US GAAP, GAAP, Microsoft Excel, ProSystem fx Tax, Real Estate, Nonprofits, PowerPoint, Accounting, Auditing, LIHTC, QuickBooks, General Ledger, Microsoft Office
Education
Binghamton University - School of Management 2006 — 2010
Bachelor of Science, Accounting
American Canyon High School August 2010 - Present
Clif Bar & Company October 2008 - October 2009
Gottex Models (USA) Corp. May 2007 - October 2008
Polo Ralph Lauren October 2006 - May 2007
Novogradac & Company LLP January 2006 - July 2006
Susan Foord Catering January 2005 - November 2005
24 Hour Fitness May 2003 - November 2004
Education
California State University-East Bay 2010 — 2011
M.S. Education, Education
California State University-East Bay 2009 — 2010
Teaching Credential, Education
San Diego State University-California State University 2002 — 2004
BS, Kinesiology
Miami University 2000 — 2002
n/a, Athletic Training
Acalanes High School
HUBB NYC Properties LLC June 2012 - Present
Novogradac & Company LLP September 2008 - June 2012
McGladrey & Pullen, LLP September 2003 - September 2008
Skills
CPA
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSA, Accounting
Boston College 1999 — 2003
Thomas Wirig Doll November 2012 - Present
Novogradac & Company LLP August 2004 - November 2012
Skills
Partnership Taxation, Tax, GAAP, Accounting, CPA, Fixed Assets, Financial Statements, US GAAP, Auditing, Consolidation, QuickBooks, Forecasting, Tax Credits, Tax Preparation, Tax Accounting, Tax Research
Education
Brigham Young University 2001 — 2004
MAcc, Accounting
The Schochet Companies January 2013 - Present
The Schochet Companies August 2009 - December 2012
Novogradac & Company LLP July 2006 - August 2009
Taymil Partners LLC November 2005 - June 2006
Skills
Accounting, Auditing, Accounts Payable, Financial Accounting, Budgets, Financial Statements, Tax Credits, Microsoft Excel, Financial Audits, Financial Reporting, GAAP, Commercial Real Estate, Real Estate, Yardi
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2012
MBA, Real Estate Management
Bentley University 2002 — 2006
BS, Accountancy
Veridicus Health August 2015 - Present
MonaVie March 2008 - July 2015
Symantec (formerly Altiris Inc.) September 2005 - March 2008
Novogradac & Company LLP 2005 - 2005
Skills
Management, Leadership, Enterprise Software, Accounting, Revenue Recognition, Financial Reporting, Finance, Budgets, Forecasting, Start-ups, Process Improvement, Financial Analysis, GAAP, Mergers, Customer Service, Team Building, Financial Planning, Cash Flow, Analysis, Strategy, Microsoft Excel, Microsoft Office
Education
Brigham Young University
Bachelor's of Accountancy
U.S. Government Accountability Office August 2010 - Present
The Global Fund June 2009 - June 2010
The Global Fund June 2008 - August 2008
Ernst & Young January 2006 - August 2007
Novogradac & Company LLP September 2004 - January 2006
Skills
Certified Public..., Program Performance..., Program Evaluation, Policy Analysis, Grant negotiation, Budget Review, Budget Analysis, Financial Accounting, Internal Controls, financial statement..., Government, Real Estate, NGOs, Analysis, Grants, Accounting, Auditing, GAAP, Budgeting, Non-profits, Policy, Research, Assurance, Report writing, Report Writing, Nonprofits, CPA, Budgets, Public Policy, Financial Audits, Finance, Economics
Education
Columbia University - School of International and Public Affairs 2007 — 2009
Master, International Affairs - International Economic Policy
University of California, Berkeley 2002 — 2004
B.S., Business Administration
University of California, Berkeley 2002 — 2004
B.A., Economics
City College of San Francisco 1999 — 2002
A.A., Business Administration
Finance of America Holdings June 2015 - Present
Nationstar Mortgage (Greenlight Loans Division) June 2013 - June 2015
Bank of America June 2012 - June 2013
Bank of America October 2004 - June 2012
Countrywide Financial Corporation October 2004 - March 2009
Grant Thornton November 1997 - October 2004
Grant Thornton 1997 - 2004
Grant Thornton (Paris) 2002 - 2003
Novogradac & Company LLP January 1996 - November 1997
Skills
Internal Controls, Finance, Managerial Finance, Financial Reporting, Risk Management, Forecasting, Sarbanes-Oxley Act, Internal Audit, Accounting, Auditing, Analysis, Budgets, Mortgage Banking, Strategic Financial...
Education
Brigham Young University 2003 — 2005
Bachelor's Degree, Cum Laude, Accountancy
SBA, CPA's Inc. January 2015 - Present
Waypoint Homes December 2014 - December 2014
Seiler LLP December 2012 - August 2014
Novogradac & Company LLP January 2010 - October 2012
ALR June 2007 - August 2007
Skills
Accounting, Financial Reporting, Financial Accounting, Auditing, QuickBooks, GAAP, Financial Analysis, US GAAP, Account Reconciliation, Revenue Recognition, Internal Controls, Accounts Payable, Financial Modeling, Financial Statements, Microsoft Excel, Microsoft Office, PowerPoint, Analysis, Strategic Planning
Education
California State University-East Bay 2004 — 2008
BS, Accounting and Finance
Edelstein & Company LLP December 2013 - Present
Novogradac & Company LLP October 2009 - December 2013
RSM McGladrey November 2005 - October 2009
First Winthrop Corp 2001 - 2005
Ernst & Young 2000 - 2001
Reznick Group 1998 - 2000
reznick 1998 - 2000
Skills
Tax, Accounting, Auditing, GAAP, CPA, Financial Analysis, Financial Reporting, Due Diligence, Partnership Taxation, Corporate Tax, Internal Controls, US GAAP, Real Estate, Income Tax, Financial Modeling, Tax Preparation, Tax Accounting, General Ledger, Tax Returns, Tax Research, Financial Accounting, Financial Statements, SEC filings, QuickBooks
Education
Bentley University 1994 — 1998
BS, Accountacy
St. John's Prep 1990 — 1994
degree, liberal arts
Novogradac & Company LLP January 2011 - April 2011
Skills
Financial Modeling, Account Reconciliation, Accounting, Strategic Planning, Financial Reporting, Start-ups, Real Estate, Investment Banking, Analysis, Tax, Financial Analysis, Business Strategy, Portfolio Management, Entrepreneurship, Financial Accounting, Finance, Investments, Corporate Finance, Valuation, Management, Strategic Financial..., Auditing, Due Diligence, Private Equity, US GAAP, Asset Management, Financial Planning
Education
Cleveland State University
Thompson Hine LLP November 2011 - Present
Novogradac & Company LLP January 2009 - November 2011
MAI Wealth Advisors, LLC September 2008 - November 2008
EITC - Cuyahoga County January 2008 - April 2008
Skills
Financial Accounting, Financial Reporting, Financial Statements, GAAP, Internal Controls, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Tax Preparation, Tax Returns
Education
Cleveland State University 2007 — 2008
B.A. in Accounting
Bazaarvoice February 2013 - Present
CSC September 2008 - January 2013
BDO USA, LLP January 2008 - September 2008
Novogradac & Company LLP December 2000 - December 2007
Skills
Tax, Tax Accounting, Tax Advisory, Income Tax, International Tax, Sales Tax, Corporate Tax, Tax Law, Auditing, Finance, Expatriate Management, Expatriate Tax, Tax Research, Transfer Pricing
Education
Boston University - School of Management
Master of Business Administration (M.B.A.)
Boston University - School of Management
Master's Degree, Finance and Financial Management Services
University of the Incarnate Word
Master's Degree, Taxation
Hardin-Simmons University 1996 — 2000
Bachelor's Degree, Accounting
Fox Enterprise Services January 2009 - Present
Perry High School June 2010 - February 2013
St Thomas Aquinas June 2005 - May 2010
Novogradac & Company LLP January 2007 - May 2009
Skills
Accounting, Financial Reporting, Financial Accounting, Tax Accounting, QuickBooks, Payroll, Fixed Assets, Financial Statements, Budgets, Auditing, CPA, Tax, Manufacturing, GAAP
Education
Kent State University 2004 — 2006
Bachelors, Accounting
Ashland University 2003 — 2005
Bach, Accounting
Adobe September 2014 - Present
Adobe Systems January 2011 - August 2014
Brigham Young University August 2006 - January 2011
Brigham Young University August 2005 - August 2006
Novogradac & Company LLP October 2004 - December 2004
Skills
Cisco Technologies, DNS, Linux, Troubleshooting, Servers, Network Administration, Data Center, Cisco Nexus, BGP, MPLS VPN, OSPF, EIGRP, Cisco IOS, Capacity Planning, Network Operations, Python
Education
Brigham Young University 2005 — 2010
Bachelor of Science, Information Technology
Steelcase August 2014 - Present
Redwood Systems February 2012 - July 2014
Novogradac & Company LLP November 2011 - February 2012
Carlisle Energy Services September 2010 - September 2011
Borrego Solar October 2007 - September 2010
Maine Distilleries 2005 - 2006
St Petersburg Times February 2003 - July 2004
The Anniston Star June 1999 - July 2002
Skills
Project Finance, Structured Finance, Solar Development, Solar, Renewable Energy, Accounting, Excel, Research, Energy, Tax Credit Financing, Financial Modeling, Financial Analysis, Business Development, Business Strategy, Energy Efficiency, Finance, Solar Energy, Due Diligence, Strategy, Cleantech, Start-ups, Wind, Microsoft Excel, New Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA
Johns Hopkins SAIS 2001 — 2001
International Journalism Fellow, International Reporting Project
Beloit College 1991 — 1995
BA, Anthropology
Novogradac & Company LLP January 2014 - Present
Novogradac & Company LLP December 2010 - December 2013
Novogradac & Company LLP July 2006 - December 2010
Bruner Cox, LLP June 2004 - June 2006
Lensman and Associates 2001 - 2004
Bruner-Cox LLP 1998 - 2001
Rea & Associates, Inc. 1996 - 1997
Borden Dairy Company 1993 - 1993
Skills
Tax, Accounting, Auditing, Financial Reporting, Financial Analysis, Financial Accounting, Due Diligence, Internal Controls, Partnership Taxation, GAAP, Tax Preparation, CPA
Education
Franklin University 1994 — 1995
Bachelor of Science (BS), Finance, General
Columbus State 1993 — 1994
Accounting
The University of Akron 1987 — 1991
BSBA, Finance
Novogradac & Company LLP December 2013 - Present
Novogradac & Company LLP January 2012 - December 2013
Providence Industries, Inc., dba MyDyer June 2010 - January 2012
Skills
Tax Preparation, GAAP, Income Tax, Journal Entries, Tax, Accounting, Partnership Taxation
Education
California State University-Long Beach - College of Business Administration 2008 — 2009
Bachelor's Degree
Infrascale November 2012 - Present
SOS Online Backup April 2011 - Present
CGC Business Service January 2013 - March 2013
Novogradac & Company LLP January 2010 - April 2010
CSULB Student Managed Investment Fund (SMIF) August 2008 - May 2009
Skills
Bloomberg, Investments, Microsoft Excel, Financial Analysis, Corporate Finance, Financial Modeling, Financial Statement..., Financial Accounting, Planning Budgeting &..., Portfolio Management, Taxations, Tax Preparation, Microsoft Word, PowerPoint, Access, Intacct, Salesforce, Zuora, ProSystem fx Tax, CCH ProSystem fx, Salesforce.com, Accounting, Finance, Management, Sales, General Ledger, Microsoft Office
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2014 — 2015
Master's Degree
California State University-Long Beach - College of Business Administration 2003 — 2009
BS, Accountancy and Finance
Don Bosco Technical Institute 1999 — 2003
KeyBank July 2014 - Present
SS&G Inc. (BDO) September 2013 - June 2014
SS&G Inc. (BDO) August 2011 - August 2013
Novogradac & Company LLP January 2011 - April 2011
Stark Enterprises July 2010 - December 2010
SS&G January 2010 - April 2010
Skills
Accounting, Auditing, Financial Analysis, CPA, US GAAP, Corporate Tax, Tax Research, Internal Controls, Financial Accounting, Income Tax, Financial Statements, Tax Advisory, Financial Reporting, Finance, Financial Modeling, Management, Sarbanes-Oxley Act, QuickBooks, General Ledger, Internal Audit, Account Reconciliation, Analysis, Due Diligence, Financial Planning, Accounts Payable, Commercial Banking, Cross-functional..., Regulatory Affairs, Regulatory Reporting, Global Regulatory..., Tax, GAAP, Microsoft Office, Mergers & Acquisitions
Education
Cleveland State University 2006 — 2009
Bachelor of Arts (B.A.), Spanish Language and Literature
Cleveland State University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Lakewood High School
Novogradac & Company LLP January 2010 - Present
Skills
GAAP, Accounting, Tax Preparation, Financial Statements, Financial Reporting, US GAAP, Auditing, General Ledger, Financial Accounting, Tax, Income Tax, Journal Entries, Account Reconciliation, Tax Accounting, Fixed Assets, Financial Analysis, Partnership Taxation, Microsoft Excel
Education
California State University-Long Beach - College of Business Administration 2006 — 2010
Bachelor of Science (BS), Accounting
Novogradac & Company LLP January 2010 - Present
Kopy Kat Litigation Services January 2006 - December 2009
Moss Adams LLP June 2009 - July 2009
Skills
Tax, Auditing, Account Reconciliation, Analysis, Internal Controls, Financial Statements, Accounting, Financial Analysis
Education
California State University-Long Beach 2007 — 2009
Masters, Business Adminstration
University of California, Irvine
Bachelors, English
Itron April 2015 - Present
Clearwater Paper Corporation February 2013 - April 2015
Clearwater Paper Corporation May 2011 - February 2013
Clearwater Paper Corporation February 2010 - May 2011
Itron Inc September 2009 - February 2010
NightHawk Radiology Services December 2007 - September 2009
PNM Resources November 2006 - November 2007
KPMG July 2005 - November 2006
Novogradac & Company LLP 2004 - 2005
Skills
Corporate Finance, Financial Reporting, Treasury, Analysis, Accounting, Sarbanes-Oxley Act, GAAP, Auditing, SEC filings, Financial Analysis, US GAAP, Sarbanes-Oxley, General Ledger, Cost Accounting, Financial Accounting
Education
Brigham Young University 2000 — 2003
Masters, Accounting - Tax
Cooper Norman December 2012 - Present
Ernst & Young August 2009 - December 2012
Novogradac & Company LLP January 2007 - April 2007
Skills
GAAP, Internal Controls, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Accounting, Financial Statements, External Audit, Tax Accounting, CPA, Financial Reporting
Education
Utah State University - Jon M. Huntsman School of Business 2008 — 2009
Masters, Accounting
Brigham Young University - Idaho 2003 — 2007
Bachelors, Accountng
Samsung Life Insurance March 2012 - Present
Readdy Gleddy, Inc July 2011 - February 2012
Ralph D. Chipman January 2011 - January 2012
HEB Vernal, LLC February 2008 - August 2009
Novogradac & Company LLP January 2007 - April 2007
Education
University of Utah - David Eccles School of Business 2009 — 2011
Master, Finance
Brigham Young University - Idaho 2005 — 2007
BS, Accounting and Music, 3.7/4
Novogradac & Company LLP January 1991 - Present
Sierra Capital Companies September 1985 - December 1990
Arthur Andersen & Co. September 1979 - August 1985
Skills
Accounting, Auditing, Tax, Partnership Taxation, GAAP, Due Diligence, CPA, Tax Credits, Tax Preparation, Real Estate Economics
Education
University of San Francisco 1976 — 1979
Juris Doctor, Tax Law/Taxation
California State University-Chico 1972 — 1976
Bachelor of Science (BS), Accounting and Business/Management
Novogradac & Company LLP January 2007 - Present
Skills
GAAP, Auditing, Tax, Partnership Taxation, US GAAP, Tax Preparation, CPA
Education
California Polytechnic State University-San Luis Obispo 2001 — 2003
Bachelors, Accounting Information Systems
Peninsula Television January 2012 - Present
Novogradac & Company LLP January 2014 - March 2014
Dennis Tax and Bookkeeping Services January 2009 - January 2012
Circuit City October 2006 - March 2008
Skills
PowerPoint, Microsoft Excel, Accounting, QuickBooks, Accounts Payable, Financial Analysis, Research, Nonprofits, Analysis, Bookkeeping, Public Speaking, Account Reconciliation
Education
Golden Gate University 2009 — 2011
Bachelors of Science, Business, Accounting
College of San Mateo 2007 — 2009
Bachelor of science in Business with a concentration in Accounting, Accounting
Deloitte July 2012 - Present
Novogradac & Company LLP January 2012 - July 2012
Lieff Cabraser Heimann & Bernstein May 2010 - January 2012
Bridgenex August 2009 - May 2010
Skills
Accounts Payable, QuickBooks, Invoicing, Microsoft Excel
Education
Southwest Baptist University 2007 — 2009
BS, Accounting
Central Michigan University 2004 — 2007
BS, Accounting
Opa Management Group Inc. July 2015 - Present
ALPI International, ltd. January 2015 - June 2015
High Flying Foods May 2013 - August 2014
High Flying Foods June 2012 - May 2013
Novogradac & Company LLP 2011 - 2012
Novogradac & Company LLP April 2010 - 2011
English Today October 2009 - January 2010
Rayong English Programme School (REPS) May 2009 - October 2009
Clark Pest Control August 2008 - April 2009
Skills
Human Resources, Employee Relations, Program Management, Onboarding, Recruiting, Employee Benefits, Hiring, Employment Law..., Employee Handbooks, California Labor Law, Outlook, Training, Coaching, Screening Resumes, Management
Education
University of the Pacific - McGeorge School of Law 2014 — 2015
Master's Degree, Master of Science in Law
California State University-Chico 2004 — 2008
Bachelors, Business Administration with emphasis in Human Resources Management
Tecnológico de MonterreyI 2007 — 2007
International Business/Strategic Analysis
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2006 — 2006
International Business/Spanish
Greenstein, Rogoff, Olsen & Co., LLP August 2012 - Present
Greenstein, Rogoff, Olsen & Co., LLP September 2007 - August 2012
Novogradac & Company LLP January 2007 - March 2007
Skills
Accounting, International Tax, Tax, Financial Reporting, Financial Accounting, Auditing, Financial Planning, Financial Analysis, Quickbooks, Tax Preparation, Income Tax, Microsoft Office, General Ledger, GAAP, Reconciliation, Account Reconciliation, PowerPoint, Accruals, Cash Flow, Payroll, US GAAP, Reconciliations, Corporate Tax, Tax Returns, Fixed Assets, LLC, Due Diligence, Journal Entries, Sales Tax, Payroll Taxes, Tax Accounting, Bookkeeping, Variance Analysis, International Accounting, Depreciation, Preparation, Balance, General Ledger..., Use Tax, Monthly Close, Tax Return Preparation, Tax Research, Expenses, Ledger, Audit, Tax Compliance, Accountants, Business Valuation, Revenue Recognition, CPA
Education
California State University-Hayward 2005 — 2008
MBA, Finance, Accounting, GPA 3.8
Devereaux, Kuhner & Chin LLP August 2015 - Present
Huey and Associates, PC September 2010 - July 2015
Novogradac & Company LLP January 2010 - September 2010
DZH Phillips, LLP/ Smith, Lange, & Phillips, LLP October 2008 - November 2009
KPMG 2007 - 2007
Skills
QuickBooks, Accounting, Auditing, Tax, Financial Planners, Real Estate, Trusts, Tax Preparation, Corporate Tax, Bookkeeping, Nonprofits, Tax Research, Partnership Taxation, Tax Accounting
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Business Administration (Accounting concentration)
Holthouse Carlin & Van Trigt LLP September 2014 - Present
Novogradac & Company LLP January 2014 - March 2014
Novogradac & Company LLP January 2013 - April 2013
Bank of America January 2012 - October 2012
Bath and Body Works May 2010 - July 2010
Bath & Body Works April 2007 - August 2009
Skills
Microsoft Excel, Microsoft Word, Financial Statements, Customer Service, PowerPoint, Interpersonal Skill, CCH ProSystem fx, ProSystem fx Tax, Outlook, Organization, Financial Reporting, Finance, GAAP, Accounting
Education
California State University-Fullerton 2009 — 2012
Bachelor of Arts (B.A.), Business Administration with a concentration in Accounting, Accounting GPA = 3.67
El Camino College 2004 — 2009
Marcus & Millichap July 2014 - Present
Novogradac & Company LLP January 2012 - June 2014
NextAxiom June 2011 - September 2011
Morre and Company, LLP January 2011 - April 2011
Dan Flaxman, Tax Specialist February 2005 - April 2011
Veritas Investments Inc 2010 - 2010
CB Engineers April 2008 - April 2009
Trada Properties November 2007 - April 2008
Eugene Burger Management Corporation June 2005 - November 2007
Skills
Tax Preparation, Project Engineering, Property Accounting, Auditing, US GAAP, Financial Reporting, Accounting, QuickBooks, Accounts Receivable, General Ledger, CPA, Financial Statements, Microsoft Word, Bookkeeping, Peachtree, Tax, Journal Entries, Internal Audit, Fixed Assets, Financial Modeling, Payroll Taxes, Tax Returns, Payroll, Outlook, GAAP, Financial Analysis, Accounts Payable, Real Estate, Budgets, Account Reconciliation, Financial Accounting, Preparation, Microsoft Excel, Access, Due Diligence, Data Entry, Invoicing, Corporate Finance, Cash Flow
Education
Becker CPA Review Courses 2009 — 2010
C.P.A., License
City College of San Francisco 2004 — 2006
Associate in Science, Accounting
Kharkiv State Academy of Municipal Economy 1995 — 1997
Master of Science, Civil Engineering
MonograMom January 2015 - Present
Novogradac & Company LLP October 2009 - October 2011
Novogradac & Company LLP January 2007 - October 2009
Capital One April 2005 - January 2007
Title Company of the Rockies April 2004 - April 2005
Skills
LIHTC, HUD, Market Analysis, Appraisals, Section 8, Loans, Real Estate, Financial Analysis, Commercial Real Estate, Affordable Housing, Valuation, Financial Modeling, Real Estate Economics, Due Diligence, Real Estate Development, Finance, Tax Credits, Market Research, Research, Investors
Education
Colorado State University 2001 — 2003
Bachelors of Science, Finance and Real Estate
LSU 1999 — 2001
Finance
Confidential October 2013 - Present
Novogradac & Company LLP January 2013 - October 2013
Department of Veterans Affairs August 2012 - December 2012
Beta Alpha Psi, Delta Psi Chapter August 2012 - December 2012
Beta Alpha Psi, Delta Psi Chapter January 2012 - July 2012
City of Cleveland 2010 - May 2012
GEICO 2007 - 2008
Skills
Financial Statements, Internal Audit, Accounting, Tax Preparation, Microsoft Excel, Leadership, Microsoft Office, Banking, QuickBooks, Financial Reporting, Financial Analysis
Education
Cleveland State University 2010 — 2012
Masters of Accountancy (MAcc), Financial Accounting/Audit
University at Buffalo 2004 — 2007
Master of Arts, History
University at Buffalo 2000 — 2004
Bachelor of Arts, History
Bober Markey Fedorovich October 2012 - Present
Novogradac & Company LLP January 2011 - October 2012
PricewaterhouseCoopers September 2009 - December 2010
Skills
CPA, Auditing, Accounting, US GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Financial Statements, Account Reconciliation
Education
Bowling Green State University 2009 — 2010
MAcc, Auditing and Financial Accounting
Heidelberg University 2004 — 2008
Bachelor of Science, Accounting and Business Admin.
Novogradac & Company LLP January 2014 - July 2014
Alpha! Innovation through Education January 2013 - May 2013
Black Hills Special Services Cooperative September 2012 - December 2012
AmeriCorps VISTA August 2011 - August 2012
Engineering Ministries International (EMI) August 2010 - December 2010
Cal Poly State University June 2010 - August 2010
Education
California Polytechnic State University-San Luis Obispo 2006 — 2011
BS, Civil Engineering
Santa Clara University 2013 — 2013
Certificate of Advanced Accounting
Gap Inc. February 2013 - Present
Stryker October 2012 - February 2013
Genentech June 2011 - September 2012
LucasArts December 2010 - June 2011
Title Nine Sports, Inc. October 2008 - December 2010
Reliance Globalcom July 2007 - August 2008
Novogradac & Company LLP 2006 - 2007
San Francisco Chronicle 1999 - 2006
Skills
Analysis, General Ledger, Accounting, Variance Analysis, Essbase, Financial Analysis, Hyperion Enterprise, Financial Forecasting, Sarbanes-Oxley Act, Financial Statements, Consolidated Financial..., SAP, Forecasting, Financial Reporting, US GAAP, Oracle Discoverer, TM1, Budgets, Leadership, Financial Audits, Multi-State Sales Tax, Property Tax, Retail Sales Analysis, BEx Analyzer, Business Objects, Oracle Applications, Cognos, Account Reconciliation, Problem Solving, Microsoft Excel, Hyperion
Education
California State University-East Bay
Master of Business Administration (MBA), Finance
California State University-Hayward
Bachelors, Accounting & Finance
Novogradac & Company LLP January 2010 - Present
Cleveland State University August 2008 - December 2009
Benjamin Rose Institute June 2009 - September 2009
Target June 2005 - August 2008
Skills
Accounting, Auditing, Financial Reporting, QuickBooks, Tax
Education
Cleveland State University 2008 — 2009
Master, Financial Accounting/Audit
Ohio University 2001 — 2005
Bachelor, Business Administration; Marketing and Management
PricewaterhouseCoopers January 2015 - Present
Berkeley Research Group LLC February 2014 - September 2014
Armanino LLP July 2011 - February 2014
Cal Poly State University April 2008 - July 2011
Novogradac & Company LLP January 2011 - March 2011
Skills
Tax, Accounting, Microsoft Excel, Tax Preparation, Financial Statements, General Ledger, Tax Research, Financial Accounting, PowerPoint, QuickBooks, Financial Reporting, GAAP
Education
California Polytechnic State University-San Luis Obispo 2010 — 2011
MS, Accounting - Taxation
Cal Poly San Luis Obispo 2006 — 2010
BS, Agribusiness
Novogradac & Company LLP October 2005 - Present
Ziner and Company 1991 - 2005
Skills
Auditing and Consulting...
Education
Bentley University
Bachelor's degree, Accounting
Footsteps Child Care May 2012 - Present
Novogradac & Company LLP January 2012 - March 2012
Heritage Oaks Bank February 2011 - July 2011
Education
Cal Poly San Luis Obispo 2007 — 2011
Bachelors, Economics, Accounting
EY November 2013 - Present
Novogradac & Company LLP January 2012 - October 2013
Office of Multicultural Affairs January 2008 - December 2011
Novogradac & Company LLP January 2011 - April 2011
M T L Pang & Co. June 2010 - August 2010
Skills
Accounting, Auditing, Tax, Tax Preparation, Outlook, Microsoft Excel, Microsoft Word, Adobe Acrobat, ProSystem fx Tax, CCH ProSystem fx
Education
Bowling Green State University 2007 — 2011
Bachelor of Science Business Administration, Accounting, Finance, International Business
SolarCity May 2014 - Present
Novogradac & Company LLP January 2014 - April 2014
Twitter June 2013 - January 2014
Twitter January 2013 - June 2013
Twitter June 2012 - January 2013
Skills
Accounts Receivable, Accounting, Auditing, Invoice Processing, Salesforce.com, Start-ups, Oracle E-Business Suite, Account Reconciliation, Revenue Recognition, Process Improvement, Financial Analysis, Internal Controls, Finance, Sales Commissions
Education
University of California, Davis 2010 — 2012
B.S., Managerial Economics
City College of San Francisco 2007 — 2010
Fuller Theological Seminary September 2013 - Present
KPMG December 2010 - August 2013
Earnst & Young LLP September 2007 - October 2011
Novogradac & Company LLP September 2005 - September 2006
Education
Leventhal School of Accounting 2008 — 2010
Master's degree
Cal State Hayward 2000 — 2003
Bachelor of Science (B.S.) in Business Administration
Zipcar August 2014 - December 2014
CohnReznick LLP January 2014 - April 2014
Darmody, Merlino & Co., LLP January 2013 - April 2013
Novogradac & Company LLP January 2011 - April 2011
The Mayo Group January 2010 - December 2010
Skills
Microsoft Office, ProSystem fx Tax, Yardi Property..., MRI Software, QuickBooks, Fixed Assets, Financial Analysis
Education
Centro Universitário UNA 2013 — 2013
Northeastern University 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
Novogradac & Company LLP September 2013 - Present
The Walt Disney Company December 2010 - Present
Esther Hwang, CPA January 2010 - September 2010
Sid's Seafood House October 2004 - December 2008
Skills
Accounting, Corporate Tax, Income Tax, Property Tax, Payroll Taxes, Sales Tax, SAP, OneSource
Education
California State University-Northridge 2010 — 2012
Bachelor of Science, Accountancy, 3.26
Santa Monica College
Associated, Arts
doTERRA Manufacturing, LLC May 2014 - Present
Latham Pool Products, Inc. November 2003 - May 2014
Novogradac & Company LLP September 2002 - October 2003
Education
Brigham Young University 1997 — 2002
Master's degree, Accounting
Novogradac & Company LLP January 2014 - Present
Education
Cleveland State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
John Carroll University 2010 — 2010
Bachelor of Arts (B.A.), Political Science and Government