Novogradac & Company LLP
Headquarters: San Francisco, California, United States Founded: 1989
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Novogradac & Company LLP Employees
Manage.com 2013 - Present
Novogradac & Company LLP 2012 - 2013
Bare Escentuals 2010 - 2010
Alpha Kappa Psi - Omicron Omega 2009 - 2010
Education
University of California, Santa Barbara 2007 — 2011
BA, Business Economics with an Emphasis in Accounting
University of California, Santa Barbara 2007 — 2011
Certificate, Technology Management Program
KPMG US December 2014 - Present
KPMG US July 2014 - November 2014
Rothstein Kass October 2013 - June 2014
Novogradac & Company LLP January 2011 - March 2012
City of Orinda August 2010 - December 2010
Novogradac & Company LLP January 2010 - March 2010
The Daily Californian August 2007 - July 2009
UC Berkeley's International House June 2008 - December 2008
John F. Kennedy High School July 2005 - August 2006
Skills
Microsoft Excel, Management, Public Speaking, GAAP, QuickBooks, Accounting, ProSystem fx Tax, Financial Analysis, Auditing, Research, Nonprofits, US GAAP, Financial Statements, Tax, Analysis
Education
Haas School of Business, UC Berkeley 2007 — 2009
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2005 — 2009
Bachelor's degree, Business Administration
University of California, Berkeley Extension Program 2009 — 2009
Accounting
Accenture January 2011 - Present
Texas State University May 2008 - August 2010
Novogradac & Company LLP January 2009 - March 2009
Texas State University January 2006 - May 2008
Texas Lions Camp, Inc. May 2005 - July 2005
Skills
Business Process..., Project Management, Program Management, Management, Business Analysis, Analysis, Process Improvement, Microsoft Office, Requirements Analysis, Microsoft Excel, Business Process
Education
Texas State University 2005 — 2010
Bachelor's degree, Accounting and Finance
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Novogradac & Company LLP January 2013 - March 2013
AER Worldwide September 2011 - November 2012
BioMedixUSA, Inc. January 2011 - September 2011
AXT, Inc. August 2010 - December 2010
AXT, Inc. January 2008 - August 2008
AXT, Inc. June 2007 - August 2007
Skills
CCH ProSystem fx, GoSystems, Syspro, Sage Pro, QuickBooks, FileMaker
Education
University of California, Irvine 2008 — 2010
Bachelor of Arts, Business Economics, Accounting Minor
EY January 2015 - Present
Novogradac & Company LLP January 2014 - March 2014
DTZ October 2012 - March 2013
Viral Booth™ May 2012 - January 2013
AXA Advisors June 2012 - August 2012
Skills
Fundraising, Event Planning, PowerPoint, Public Speaking, Microsoft Excel, Social Networking, Finance, Microsoft Office, Microsoft Word, Social Media, Financial Analysis, Customer Service, Budgets, Data Analysis, Marketing, Research, Facebook, Access, Leadership
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2014
Master's Degree, Master of Professional Accountancy (MPAc), Cumulative GPA: 3.48
University of California, Irvine 2009 — 2013
B.A., Business Administration, Cumulative GPA: 3.143
Diamond Ranch High School 2006 — 2009
High School Diploma, Cumulative GPA: 4.3
DIRECTV February 2015 - Present
DIRECTV August 2013 - January 2015
Novogradac & Company LLP January 2013 - April 2013
Cohen Brown Management Group December 2011 - December 2012
Skills
Auditing, Financial Statements, Tax Preparation, QuickBooks, CCH ProSystem fx, Financial Reporting
Education
University of California, Riverside 2005 — 2009
Bachelor's degree, Accounting
Walnut High School
The Icebox June 2013 - Present
The Icebox August 2011 - June 2013
eApps June 2008 - August 2011
Novogradac & Company LLP January 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Collections, PowerPoint, Outlook, Social Media, Accounting, Customer Service, Accounts Receivable, Budgets, Accounts Payable, Marketing, Research, Sales, Data Analysis, Financial Analysis, Team Leadership, Social Media Marketing, Marketing Strategy, Marketing Communications, Facebook, Leadership, Social Networking, Retail, Market Research, Business Analysis
Education
University of Kansas 2004 — 2008
BA, American Studies, Religious Studies
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Novogradac & Company LLP January 2013 - April 2013
Morgan Stanley April 2012 - June 2012
LogixData April 2011 - August 2011
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Partnership Taxation, Tax Preparation, Financial Services, Microsoft Office, Financial Statements, Adobe Creative Suite, CCH ProSystem fx, Financial Modeling, Accounting, Financial Reporting, GAAP, Tax, ProSystem fx Tax
Education
University of California, Davis 2010 — 2012
Bachelor of Science (B.S.), Managerial Economics, Overall GPA: 3.71
University of California, Berkeley Extension 2011 - Present
Novogradac & Company LLP January 2014 - February 2014
Moss Adams LLP June 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, English, Research, Leadership, Financial Analysis, Public Speaking, Windows
Education
University of California, Berkeley 2011 — 2012
Certifications, Financial Accounting Specialization, Control Accounting Specialization
California Maritime Academy 2007 — 2011
BS, Marine Transportation
Diversified Valuation Group September 2013 - Present
Novogradac & Company LLP March 2010 - September 2013
Alvey & DiMura August 2006 - February 2010
Skills
Real Estate, Appraisals, Apartments, Real Estate Development, Real Estate Transactions, Valuation, Commercial Real Estate, Disposition, Leases, Real Estate Economics, Due Diligence, Investments
Education
State University of New York at Albany 2004 — 2008
BA, English, Business
CBS Corporation October 2014 - Present
VCA Antech March 2014 - October 2014
Glorietta School September 2013 - March 2014
Oakwood Healthcare October 2013 - February 2014
Slug Aquatics - UC Santa Cruz November 2011 - August 2013
BooksatUCSC.com September 2011 - June 2013
Novogradac & Company LLP January 2013 - April 2013
Cruzio, The Internet Store June 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Accounting, Auditing, Budgets, Finance, Financial Statements, Journal Entries, Time Management, Lotus Notes, Tax Returns, Microsoft Word, PowerPoint, Teamwork, Customer Service, English, Research, Financial Analysis
Education
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics
Intuit TurboTax November 2014 - Present
Flying Pig Provision Company March 2014 - November 2014
Novogradac & Company LLP January 2012 - January 2014
Om Nom's Ventures July 2013 - September 2013
TSC Sales & Marketing July 2004 - December 2011
Whispering Waters Day Spa April 2004 - June 2004
Thousand Oaks Foot and Ankle Clinic November 2003 - March 2004
Skills
Financial Analysis, Tax Returns, International Business, Cross-functional..., Supply Chain, Microsoft Excel, SAP, Highly detail oriented, Proactive Problem..., Project Management, Software Project..., International Logistics, International Accounting, International..., Sales, Food Industry
Education
The University of Texas at San Antonio 2000 — 2009
BBA, Accounting
KPMG US October 2015 - Present
KPMG US October 2014 - September 2015
Novogradac & Company LLP January 2014 - September 2014
Applied Facts August 2013 - January 2014
Education Abroad Program (EAP), University of California, Santa Barbara October 2012 - June 2013
Education
University of California, Santa Barbara 2009 — 2013
BA, Economics and Accounting
The London School of Economics and Political Science (LSE)
International Summer Program: Money, Banking, and International Economics
Sony Network Entertainment Int'l (SNEI) August 2015 - Present
The Siegfried Group November 2011 - August 2015
Novogradac & Company LLP January 2006 - October 2011
Jamba Juice Support Center November 2004 - December 2005
Skills
Accounting, Internal Controls, Auditing, Financial Modeling, QuickBooks, Corporate Tax, General Ledger, Financial Analysis, GAAP, Valuation, Investments, Access, Financial Accounting, Financial Reporting
Education
University of California, Berkeley 2000 — 2004
2004, Legal Studies, Business Administration
Grant Thornton LLP June 2015 - Present
Circle September 2014 - May 2015
Novogradac & Company LLP January 2014 - April 2014
My Place by the Sea April 2013 - September 2013
Winter Hill Bank March 2009 - April 2013
Skills
Accounting, US GAAP, Tax, Microsoft Excel, Public Speaking, Customer Service, PowerPoint, Teamwork, Microsoft Office, Research, ePace, Outlook, Technology, Fitness, Microsoft Word, Personal Finance, Due Diligence, Analysis, Data Entry
Education
Suffolk University 2011 — 2015
Bachelor's Degree, (1) Accounting, (2) Sociology: Crime, 3.95 (4.0 scale)
Dell February 2011 - Present
Dell October 2005 - April 2011
Novogradac & Company LLP 2004 - 2005
Delphi Affordable Housting 2002 - 2004
Ernst & Young January 1993 - March 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Leadership, Financial Reporting, Auditing, US GAAP, Accounting, Financial Analysis, Revenue Recognition, Financial Accounting, GAAP, Business Process..., Financial Audits, Consolidation, Process Improvement, External Audit, Statutory Accounting, Enterprise Risk..., Risk Management, IT Audit, SEC filings, Financial Statements, Forecasting, General Ledger, Finance, Cash Flow, Budgets, Internal Audit, Mergers & Acquisitions, Strategic Financial..., Tax, Executive Management, ERP, Corporate Governance, Managerial Finance, Shared Services, Cash Management, Governance, Variance Analysis, Corporate Finance, Business Process, Cost Accounting, Financial Modeling, Acquisition Integration, SAS70, Analysis, Financial Forecasting, Sarbanes-Oxley, Due Diligence, Financial Risk
Education
The University of Texas at Austin 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Novogradac & Company LLP January 2014 - Present
Texas State University August 2011 - June 2012
Texas State University August 2009 - May 2011
H.E.B. June 2010 - August 2010
Skills
Time Management, Customer Service, Adaptability, Microsoft Excel, Microsoft Word, Accounting, Event Planning
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, Senior
FinancialForce.com September 2015 - Present
ZELTIQ February 2013 - June 2015
Novogradac & Company LLP January 2012 - February 2013
MadeToOrder August 2011 - January 2012
Skills
Microsoft Excel, Salesforce.com, Tableau, SQL, SAP, TerrAlign, Business Operations, Business Strategy, Business Analysis, Accounting, Auditing, Tax, Financial Reporting, Medical Devices, Competitive Analysis, Analysis, Sales, Financial Analysis, Sales Operations, Quota Setting, Sales Compensation, Compensation Planning, Sales Commissions, Territory Management, Territory Analysis, Territory Mapping, Forecasting, Metrics Reporting
Education
University of California, Santa Barbara 2007 — 2011
BA, Business Economics / Accounting
University College Cork 2010 — 2010
Semester Abroad, Marketing and Management
Novogradac & Company LLP January 1997 - Present
Novogradac & Company LLP January 1997 - Present
Education
UC Berkeley 1992 — 1997
Novogradac & Company LLP January 2015 - April 2015
University of California, Riverside Career Center September 2013 - June 2014
Metrosel Company October 2012 - September 2013
University of California, Riverside Athletics September 2012 - June 2013
Skills
Bookkeeping, Microsoft Excel, Accounting, Financial Accounting, Financial Reporting, Microsoft Office, Social Media Marketing, Marketing, Research
Education
University of California, Riverside 2010 — 2014
Bachelor of Science (BS), Business Administration, Accounting
Novogradac & Company LLP January 2015 - Present
Oracle January 2014 - December 2014
Grant Thornton LLP June 2013 - August 2013
Jumpstart December 2011 - June 2013
Skills
Teamwork, Community Service, Team Leadership, Mac, Leadership, Management, Data Analysis, Employee Training, Time Management, Access, Training, Data Entry, Auditing, Budgets, Customer Service, Customer Satisfaction, Sales Cycle Management, Customer Retention, Customer Experience, Sales
Education
UCLA 2011 — 2013
Bachelor of Arts (BA), Sociology, Accounting coursework
CPA Candidate
Schechter Dokken Kanter May 2014 - Present
ATKG, LLP June 2013 - May 2014
Eide Bailly LLP October 2012 - June 2013
Scalco Johnson Leahy & Dudek CPAs PLLC June 2011 - October 2012
Novogradac & Company LLP January 2011 - March 2011
Skills
Accounting, Tax, Financial Statements, Corporate Tax, Income Tax
Education
Texas State University-San Marcos 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
KQED March 2015 - Present
Xoom Corporation March 2014 - September 2014
Badawi & Associates, CPAs July 2013 - February 2014
Novogradac & Company LLP January 2013 - March 2013
New Leaf Community Markets 2012 - 2012
Skills
Financial Reporting, Accounting, US GAAP reporting, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, GAAP, ePace, Checkpoint, Raiser's Edge, SQL, Frontier, PeopleSoft, Account Reconciliation, Public Speaking, English, Auditing, Customer Service, Financial Statements, Microsoft Office
Education
University of California, Santa Cruz 2009 — 2012
Bachelor of Arts (B.A.), Economics/Psychology
Novogradac & Company LLP November 2012 - Present
Sabino & Company LLC March 2005 - October 2012
Lordo's Diamonds March 2004 - March 2005
Douglas Group March 2001 - March 2004
Jefferson Wells July 1999 - December 2000
Kiefer Bonfanti & Co. LLP July 1993 - June 1999
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, Tax, Account Reconciliation, GAAP, Income Tax, General Ledger, CPA, Tax Preparation, Financial Analysis, QuickBooks, Internal Controls, Payroll, Fixed Assets
Education
Truman State University 1988 — 1993
Mac, Accounting
TPG Capital - Special Situations Partners July 2015 - Present
Novogradac & Company LLP January 2012 - June 2015
UC Santa Barbara September 2011 - March 2012
Skills
Internal Controls, Tax, Auditing, General Ledger, Cash Flow, Finance, Account Reconciliation, Accounting, Financial Reporting, Financial Accounting, Microsoft Word, Microsoft Office, Microsoft Excel, US GAAP
Education
University of California, Santa Barbara
BA, Economics/Accounting Emphasis
deer valley
deer valley
Novogradac & Company LLP February 2013 - Present
The Sacramento Press January 2012 - January 2013
Big 5 Sporting Goods July 2008 - January 2013
Skills
Editing, Microsoft Excel, Microsoft Office, Research, Publishing, PowerPoint, AP Style, Social Media, Microsoft Word, Blogging, Facebook, Newsletters, Adobe Acrobat, Press Releases
Education
University of California, Davis 2008 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
University of California, Davis 2008 — 2011
Minor, Expository Writing
University of California, Davis 2008 — 2011
Minor, Comparative Literature
Volt Information Sciences August 2014 - Present
Novogradac & Company LLP January 2012 - August 2014
Skills
GAAP, Financial Statements, Tax Preparation
Education
University of California, Riverside 2007 — 2011
Bachelor of Science (B.S.), Business Administration/Accounting
Novogradac & Company LLP December 2013 - Present
Novogradac & Company LLP December 2011 - December 2013
Mentor Worldwide, LLC, a Johnson & Johnson Company August 2009 - August 2011
Skills
Auditing, PowerPoint, Financial Reporting, GAAP, Microsoft Excel, Microsoft Word, Tax Preparation, Tax Returns, Accounting, Finance, Financial Analysis, Financial Statements, Sales, US GAAP
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
Novogradac & Company LLP January 2012 - Present
Bank of America 2010 - 2011
Skills
GAAP, Financial Reporting, Auditing, Tax Preparation, Consolidation, Non-profits, Microsoft Office, Accounting, Forecasting, Microsoft Excel, Nonprofits, Financial Modeling, Financial Accounting, Financial Statements, Account Reconciliation, Tax, ProSystem fx Tax, Partnership Taxation, Financial Analysis, Bookkeeping
Education
University of California, Berkeley 2007 — 2010
Bachelor of Arts (BA), Economics
Hood & Strong, LLP May 2014 - Present
Novogradac & Company LLP January 2014 - March 2014
ETS Laboratories December 2012 - June 2013
UC Santa Barbara Portola Dining Commons March 2010 - June 2012
The Salvation Army June 2008 - September 2008
Brite Electric June 2007 - August 2007
Skills
General Ledger, Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, Bookkeeping, Accounts Payable, Financial Analysis, Microsoft Word, Accounts Receivable, Microsoft Outlook, Microsoft Dynamics SL, ProSystem fx Tax, CCH ProSystem fx
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts, Economics and Accounting
UCSB 2008 — 2012
Bachelor of Arts (BA), Economics and Accounting
John H. Pitman High School 2004 — 2008
Walpole & Co., LLP November 2004 - Present
S.J. Gallina & Co., LLP September 1999 - September 2004
Novogradac & Company LLP January 1999 - May 1999
Skills
Accounting, Tax Returns, CPA, Auditing, Corporate Taxes, US GAAP, Income Tax, Financial Reporting, QuickBooks, Partnership Taxation, Accountants, Payroll, Financial Statements, Forensic Accounting, Sage, Tax Accounting, Internal Controls, Sales Tax, Tax Research, Estate Planning, Strategic Financial...
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics, Accounting Emphasis
Riaz Inc. July 2015 - Present
TubeMogul, Inc. September 2013 - June 2015
Novogradac & Company LLP January 2013 - August 2013
Toyoda Gosei California Automotive Sealing, Inc February 2008 - July 2009
Japanese Community Youth Council September 2006 - 2008
Hyatt Worldwide Reservation Center April 2002 - March 2004
Skills
Accounting, NetSuite, General Ledger, Microsoft Excel, Bank Reconciliation, Cash Management, Accounts Payable, Accounts Receivable, Fixed Asset Management, Leases, Intercompany..., Critical Thinking, Customer Service, Interpersonal Skill, Payroll, Microsoft Office, Microsoft Word, Finance, Work Ethic, Prioritize Workload, CCH ProSystem fx, Japanese business..., Japanese
Education
University of California, Berkeley 2009 — 2012
Bachelor's Degree, Economics
Peralta Community College District 2005 — 2009
CTIC Capital September 2014 - Present
Novogradac & Company LLP June 2012 - July 2014
University of Texas at Austin August 2011 - May 2012
Accenture January 2011 - March 2011
University of Texas at Austin August 2008 - May 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2012
Master's Degree, Master of Professional Accounting, Major GPA 4.0/4.0
The University of Texas at Austin 2007 — 2011
Minor in Math, 4.0/4.0
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
Bachelor's Degree, Accounting, Major GPA 4.0/4.0
Wahl & Case August 2014 - Present
en world Japan K.K. September 2007 - July 2014
Japanese Exchange & Teaching Programme (JET) October 2005 - July 2007
Novogradac & Company LLP September 2002 - August 2005
Skills
Accounting, Recruiting, Tax, Financial Reporting, Management, Finance, Auditing, Executive Search, Human Resources, Microsoft Excel, Technical Recruiting, Japanese, Talent Acquisition, Screening Resumes, Sourcing, Consulting, Permanent Placement, Search, Start-ups, Leadership, People Skills
Education
University of California, Santa Barbara 1998 — 2002
BA, Business Economics with Accounting emphasis
Novogradac & Company LLP August 2014 - Present
Masotti and Masotti, LLC September 2012 - July 2014
Weiss Medical Inc January 2011 - April 2011
Skills
Customer Service, Financial Reporting, General Ledger, QuickBooks, Auditing, Accounting, Financial Accounting, Tax, Microsoft Excel, Tax Preparation, Bookkeeping, Income Tax, Microsoft Word, Payroll, PowerPoint, Financial Statements, Tax Returns, Time Management, Teamwork, GAAP, Account Reconciliation, Journal Entries, Sales Tax, External Audit, Fixed Assets, Bank Reconciliation
Education
The University of Connecticut 2008 — 2012
Bachelor of Science, Accounting
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
Barnes Wendling CPAs, Inc. January 2013 - Present
Hunger Network of Greater Cleveland May 2011 - Present
Home Repair Resource Center April 2011 - Present
Rotary 2014 - 2014
Rotary 2014 - 2014
Novogradac & Company LLP January 2009 - January 2013
Skills
Tax, Auditing, Real Estate, Accounting, Financial Analysis, Tax Preparation, CPA, Non-profits, US GAAP, Financial Reporting, Financial Accounting, Nonprofits, Financial Statements
Education
Cleveland State University 2010 — 2011
M.Acc TAX, Masters of Accountancy with a focus in Taxation
The University of Akron 2007 — 2009
Bachelor, Accounting
Novogradac & Company LLP November 2010 - Present
Advantage Federal Resourcing December 2009 - October 2010
Skills
Microsoft Excel, Auditing, Tax Preparation, Microsoft Word, Fixed Assets, Financial Accounting, CCH ProSystem fx, US GAAP, Financial Statements, ProSystem fx Tax
Education
Suffolk University 2013 — 2016
Master of Science (MS), Accounting
University of Massachusetts at Lowell 2006 — 2010
Bachelor of Science (BS), Accounting and Business/Management
Novogradac & Company LLP January 2015 - March 2015
Walmart eCommerce October 2013 - April 2014
WRECO August 2011 - April 2013
Mobcart September 2011 - December 2011
UC Davis Department of Architects September 2009 - May 2010
College Works Painting May 2008 - July 2009
Skills
Adobe Photoshop, Photography, Proposal Writing, Excel, Advertising, PowerPoint, Word, Outlook, Social Media, InDesign, Microsoft Excel, Microsoft Word, Marketing Strategy, Marketing, Facebook, Photoshop, Project Management
Education
Santa Clara University - Leavey School of Business 2014 — 2014
Certificate of Advanced Accounting Proficiency, Accounting and Finance
University of California, Davis 2007 — 2011
Bachelor of Art, International Relations
Taiwan Normal University 2009 — 2009
Campolindo High School 2004 — 2007
HSB Marketing February 2013 - Present
The Nelson-Atkins Museum of Art July 2011 - January 2013
Novogradac & Company LLP September 2006 - 2011
Morgan Stanley Smith Barney July 2005 - September 2006
Skills
Project Management, Valuation, Data Analysis, Marketing, Event Management, Market Research, Training, Nonprofits, Management, Social Media Marketing, Customer Service, Leadership
Education
The University of Kansas 2001 — 2005
Bachelor of Science in Business Administration, Emphasis in Marketing
Consortium International University
Emphasis in Global Marketing
FTS International September 2011 - Present
Clifton Gunderson LLP 2008 - September 2011
Deloitte & Touche 2006 - 2008
Novogradac & Company LLP 2005 - 2006
Skills
Auditing, Sarbanes-Oxley Act, Sarbanes-Oxley, SEC filings, Assurance, IPO, Internal Controls, GAAP, US GAAP, Internal Audit, Enterprise Risk..., Financial Statements, Financial Accounting, IT Audit, Financial Reporting, External Audit, Revenue Recognition, Risk Assessment, Cost Accounting, Financial Audits, CPA, Accounting, Financial Analysis, Account Reconciliation, General Ledger, Big 4
Education
Texas State University 2004 — 2005
MAcy, Accounting
Texas State University 2000 — 2004
BBA, Accounting
Self-Employed February 2015 - Present
Experian June 2008 - April 2014
Deutsche Bank October 2006 - December 2007
JPMorgan Chase November 2003 - May 2005
Credit Suisse May 2001 - September 2001
H&Q Asia Pacific November 1998 - June 2000
Novogradac & Company LLP 1996 - 1998
Skills
CPA, Financial Analysis, Forecasting, Accounting, Financial Modeling, Financial Reporting, Income Statement, Finance, Strategic Financial..., Strategy, Mergers & Acquisitions, Internal Controls, Business Planning, Variance Analysis, Managerial Finance, Hyperion, Essbase, Corporate Finance, Financial Accounting, Analysis, Budgets, Process Improvement, General Ledger, Hyperion Planning, Financial Forecasting, Hyperion HFM, Management Accounting, Access, Business Process..., Consolidation, Financial Audits, P, US GAAP, Hyperion Enterprise, Sarbanes-Oxley Act, Financial Planning
Education
UC Berkeley 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Endurance International Group June 2014 - Present
The Community Builders, Inc. August 2013 - June 2014
Novogradac & Company LLP January 2008 - September 2013
Skills
Financial Reporting, Accounting, General Ledger, Financial Statements, Auditing, Financial Accounting, Financial Analysis, Tax Preparation, Tax, GAAP, ProSystem fx..., Fluent in Spanish
Education
Texas State University-San Marcos
Bachelor of Science (BS), Accounting
EY September 2014 - Present
Novogradac & Company LLP January 2014 - March 2014
Prudential Financial January 2013 - July 2013
Starbucks May 2006 - January 2013
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, General Ledger, Financial Analysis, QuickBooks, GAAP, Account Reconciliation, Income Tax, Employee Benefits
Education
Texas State University-San Marcos 2011 — 2013
Master's degree, Accounting
Texas State University-San Marcos 2007 — 2013
Bachelor of Business Administration (BBA), Accounting
Novogradac & Company LLP September 2013 - Present
Fresenius Medical Care July 2012 - July 2013
Rea & Associates LLP January 2013 - April 2013
Skills
Ambitious, Team Leadership, Teamwork, Technologically Inclined, Analytical Skills, Multi Tasking, Communication Skills, Microsoft Excel, Financial Accounting, Tax Accounting, Accounting Applications, Microsoft Office, PowerPoint, Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
Novogradac & Company LLP January 2014 - Present
InterTax Inc. March 2013 - April 2013
InterTax Inc. January 2010 - December 2011
UMARK & Co., CPAs July 2009 - August 2009
Papa Murphy's International August 2004 - October 2005
Skills
Microsoft Office, QuickBooks, Lacerte, ProSystem fx Tax, CPA, Auditing, Bookkeeping, Data Analysis, Financial Analysis, Financial Statements
Education
University of California, Davis 2004 — 2008
Bachelor of Science (BS), Managerial Economics
Novogradac & Company LLP January 2015 - Present
Newport Signs and Graphics October 2013 - July 2014
Jerry T. Lai, MBA, CPA January 2013 - May 2013
Capital Seafood, Irvine Spectrum April 2012 - November 2012
Skills
Mandarin, Accounting, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Corporate Finance, Art Education, Psychology, Teamwork
Education
University of California, Irvine 2010 — 2014
Bachelor's degree, Business/Managerial Economics
Saratoga High School 2006 — 2010
Odoo August 2014 - Present
Holden & Company LLP November 2012 - August 2014
Novogradac & Company LLP January 2012 - September 2012
PracticeSuite, Inc August 2011 - December 2011
Skills
ERP Implementations, Software Consulting, ERP Software, Business Analysis, Requirements Analysis, Software Implementation, Group Training, Team Management, Training, Teamwork, Sales, QuickBooks, Financial Statements, Financial Accounting, Accounting, Auditing, Integration, Tax
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts (B.A.), Business Management Economics
Physicians Surgery Centers, LLC April 2010 - Present
PWDM, LLP July 2003 - May 2011
Novogradac & Company LLP June 2001 - July 2003
McGowan Gunternann January 2001 - May 2001
Skills
Accounting, Contract Negotiation, Tax, Finance, Auditing, Financial Reporting, Training, Strategy, Real Estate, Management, CPA, Investments, Business Development, Financial Analysis, Mergers & Acquisitions
Education
University of California, Santa Barbara 1997 — 2000
BA, Business Economics, Accounting emphasis
Frost Cummings Tidwell Group, LLC July 2015 - Present
Habif, Arogeti & Wynne,LLP September 2013 - Present
Mountain Lake Church June 2012 - Present
NorDiag, Inc. March 2011 - July 2012
Novogradac & Company LLP January 2006 - January 2011
Novogradac & Company LLP January 2004 - January 2006
Novogradac & Company LLP January 2002 - January 2004
Skills
Tax Credits, Partnership Taxation, Affordable Housing, Auditing, Tax Preparation, Financial Reporting, Tax, Accounting, GAAP, CPA, US GAAP, Tax Accounting, Financial Statements, Fixed Assets, Revenue Recognition, Corporate Tax
Education
University of North Georgia 1998 — 2002
BBA, Accounting
The University of Georgia
Grant Thornton LLP September 2015 - Present
Novogradac & Company LLP January 2015 - March 2015
Accenture May 2013 - August 2013
IBM July 2011 - August 2011
PwC July 2010 - August 2010
Skills
Accounting, Auditing, Microsoft Office, Management Consulting, Internal Controls, Financial Reporting, Microsoft Excel, Data Analysis, Microsoft Word, Financial Accounting, Finance, Excel, PowerPoint, Access, Tax Preparation, Internal Audit, Risk Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master in Professional Accounting, Accounting
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Moore & Baker January 2015 - April 2015
643 Capital Management February 2014 - October 2014
Novogradac & Company LLP December 2012 - March 2013
Novogradac & Company LLP January 2011 - December 2012
Skills
Auditing, Tax Returns, Financial Statements, ProSystem fx Tax, US GAAP, Leadership, Spanish, LIHTC, QuickBooks, GAAP, Accounting
Education
UCSB 2006 — 2010
Bachelor of Science (BS), Accounting
University of Barcelona 2008 — 2008
Spanish Language and Literature
Officengine January 2014 - Present
Hospitality House January 2014 - Present
Startupperz Inc. August 2012 - December 2013
StartUpperz December 2011 - August 2012
Novogradac & Company LLP December 2010 - December 2011
Skills
Accounting, Financial Analysis, Forecasting, Corporate Finance, Due Diligence, Finance, Strategic Financial..., US GAAP, GAAP, Financial Reporting, Financial Accounting, Financial Modeling, Internal Controls, Auditing, Start-ups, Entrepreneurship, SaaS, Funnel Optimization, Business Strategy, Monetization, Strategic Partnerships, Partnerships, Lean Startup, SEC filings, Sarbanes-Oxley Act, Financial Statements, General Ledger, Revenue Recognition, CPA, Cost Accounting, Cash Flow, Fixed Assets, Partnership Taxation, Tax Accounting, Business Valuation, Managerial Finance, Corporate Tax
Education
UC Santa Barbara 2006 — 2010
BS, Business Economics
Universitat Autònoma de Barcelona 2008 — 2008
International Business & Finance
Novogradac & Company LLP
Skills
Financial Reporting, Microsoft Excel
Education
University of Kansas
Bachelor of Science (BS), Economics
Salesforce January 2015 - Present
Yelp October 2014 - January 2015
Yelp April 2013 - October 2014
Novogradac & Company LLP January 2013 - March 2013
Starbucks March 2007 - December 2012
Skills
Leadership, Microsoft Excel, Oracle, Adaptability, Diligent, Accounting, Accounts Receivable, Account Reconciliation, Customer Service, Internal Controls
Education
University of California, Santa Cruz 2010 — 2012
a Bachelor of Arts degree, Business Management Economics; an emphasis in accounting
Novogradac & Company LLP September 2015 - Present
Novogradac & Company LLP July 2015 - Present
Sylvan Learning Center 2008 - 2015
Wahoo's Fish Taco 2009 - 2012
Skills
Customer Service, Testing, Cashiering, Cash Register, Catering, Training, Editing, Teaching, Research, Event Planning, Marketing, Event Management, Microsoft Word
Education
University of California, Riverside 2008 — 2015
Bachelor's degree, Anthropology, 3.8 major gpa
Novogradac & Company LLP May 2014 - Present
Novogradac & Company, LLP January 2014 - April 2014
Gilbane Building Company June 2012 - December 2013
Gilbane Building Company September 2011 - June 2012
Gilbane Building Company June 2011 - August 2011
Heinen's May 2008 - September 2010
Skills
Accounting, Microsoft Excel, New Markets Tax Credits, Historic Rehabilitation..., Financial Projection, Forecasting, PowerPoint, Budgets, Customer Service, Outlook, Microsoft Office, Microsoft Word, Procurement, Access, Process Improvement, Lync, CMiC, JD Edwards, Adobe Acrobat, Concur, Project Management, Invoicing, Financial Analysis, Management, QuickBooks, Analysis, Auditing, Finance, Teamwork, Financial Reporting, Leadership, Process Scheduler, Data Analysis, Entrepreneurship, Time Management, Team Leadership, Windows, Social Networking, Critical Thinking, Research, Facebook, Social Media, Public Speaking
Education
The Ohio State University 2009 — 2013
Bachelor of Science in Business Administration, Accounting
Shaker Heights High School 2005 — 2009
Novogradac & Company LLP August 2015 - Present
National Community Land Trust Network August 2014 - July 2015
Federal Housing Finance Agency June 2013 - August 2014
Montgomery County Department of Housing and Community Affairs September 2012 - May 2013
City of Greenbelt June 2012 - August 2012
National League of Cities March 2012 - June 2012
Meridian International Center July 2010 - July 2011
Lycée Technique Jules Verne Château-Thierry October 2009 - April 2010
Peace Corps July 2007 - July 2009
Skills
Policy Analysis, Program Evaluation, Proposal Writing, Community Outreach, Program Management, Public Speaking, Qualitative Research, Data Analysis, Policy Research, Stata, Housing Policy, Affordable Housing, Project Management, Housing Finance, Public Budgeting, Public Policy, Research
Education
University of Maryland School of Public Policy 2011 — 2013
Master of Public Policy, Social Policy, Housing and Community Development
The Ohio State University 2003 — 2007
Bachelor of Arts, International Studies
Padgett, Stratemann & Co., LLP May 2015 - Present
Novogradac & Company LLP January 2006 - April 2015
Skills
Financial Reporting, Financial Accounting, Due Diligence, Accounting, Financial Analysis, GAAP, US GAAP
Education
Texas State University-San Marcos 2005 — 2006
Master's degree, Accounting
Southwest Texas State University 1997 — 2001
Bachelor of Business Administration (BBA), Accounting and Business/Management
Ready & Able August 2013 - Present
The Noble Eye February 2012 - August 2013
Maxim Healthcare Services August 2011 - May 2012
Novogradac & Company LLP January 2007 - April 2007
Texas State University August 2005 - December 2006
Skills
Rehabilitation, Job Coaching, Recruiting, Training, Leadership, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Social Networking, Coaching, Team Building, Talent Acquisition
Education
The University of Texas at El Paso 2013 — 2015
Master's Degree, Vocational Rehabilitation Counseling/Counselor, 3.7 GPA
Texas State University 2004 — 2010
Bachelor's Degree, Business Administration and Finance, 3.2 GPA
Texas State University 2004 — 2010
Bachelor's Degree, Philosophy, 3.6 GPA
Bel Air High School 1999 — 2003
High School, General Studies
Novogradac & Company LLP February 2015 - April 2015
Delta Sigma Phi Fraternity March 2014 - March 2015
Orbis International Technologies May 2013 - August 2013
Gaylord Entertainment April 2011 - August 2011
Skills
Customer Service, Tax Accounting, Microsoft Word, Microsoft Excel, Financial Accounting, Cost Accounting, Accounting, Finance, Access, Public Speaking, Research, Teamwork
Education
The University of Texas at Austin 2011 — 2016
Masters of Professional Accounting, BBA-Accounting, BA-Economics, Accounting
Skyline Community Action Partnership May 2009 - Present
Novogradac & Company LLP April 2000 - December 2013
Charlotte County Florida April 2008 - May 2009
Novogradac & Company LLP April 2000 - April 2008
Skills
Affordable Housing, Program Management, Grant Writing, Fundraising, Nonprofits, Marketing, Strategic Planning, Community Development, Management, Grants, Grant Administration, Market Research, LIHTC, Curriculum Development, Public Speaking, Real Estate, Program Development, Research, Community Outreach, Volunteer Management, Writing, Early Childhood..., Youth Programs, Public Relations, Policy, Local Government
Education
University of Virginia 2001 — 2002
Urban and Regional Planning
The George Washington University 1993 — 1997
B.A., Political Science, Journalism
Deloitte January 2015 - Present
Novogradac & Company LLP January 2012 - January 2015
Skills
Accounting, Auditing, Tax, Consulting, Project Management, Account Reconciliation, General Ledger, Financial Modeling, Internal Controls, Finance, Analysis, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Microsoft Word
Education
The George Washington University 2008 — 2012
Bachelor's degree, Accounting
Armanino LLP July 2015 - Present
Armanino LLP July 2013 - June 2015
Armanino LLP July 2012 - June 2013
Armanino McKenna LLP January 2012 - July 2012
Novogradac & Company LLP January 2010 - December 2011
Celerity Consulting Group August 2009 - December 2009
Novogradac & Company LLP January 2009 - March 2009
PG&E June 2007 - August 2007
Santa Barbara Entrepreneurship Center September 2006 - June 2007
Skills
Auditing, GAAP, Accounting, Financial Reporting, US GAAP, CPA, Financial Statements, Corporate Tax, Internal Controls, Microsoft Excel, Financial Accounting
Education
University of California, Santa Barbara 2004 — 2008
B.A., Business economics with emphasis in accounting
De La Salle High School 2001 — 2004
Saint Patrick's
HCVT LLP (Holthouse Carlin & Van Trigt LLP) July 2015 - Present
Anton & Chia LLP August 2014 - July 2015
Novogradac & Company LLP January 2014 - March 2014
Internal Revenue Service January 2012 - April 2013
UC Santa Cruz January 2013 - March 2013
Target June 2012 - August 2012
Skills
Accounting, Auditing, Tax Preparation, Microsoft Excel, Tax, Financial Accounting, Accounts Receivable, Data Entry, Finance, Leadership, General Ledger, Microsoft Word, QuickBooks, Analysis, Invoicing, Accounts Payable, CCH ProSystem fx, Tax Wise, Lacerte, Time Management, PowerPoint, Microsoft Office
Education
University of California, Santa Cruz 2009 — 2013
Bachelor's degree, Business Management Economics (emphasis in Accounting)
San Antonio Bar Association May 2015 - Present
Special Counsel January 2015 - May 2015
Operation Homefront October 2011 - January 2015
Independent Agency 2000 - October 2011
Novogradac & Company LLP 1998 - 2000
Crittenden Publishing, Inc 1996 - 1998
TLT, Inc. 1995 - 1996
Education
University of California, Hastings College of the Law
JD
University of Utah
BS, Political Science
Delphi Affordable Housing Group September 2014 - Present
Novogradac & Company LLP January 2014 - September 2014
Novogradac & Company LLP May 2008 - December 2013
Novogradac & Company LLP January 2008 - April 2008
Skills
GAAP, Partnership Taxation, Financial Statements, US GAAP, CPA, Tax, Accounting, Tax Research, ProSystem fx Tax, Auditing, Financial Reporting, Tax Preparation, Tax Accounting, QuickBooks, Income Tax
Education
Texas State University 2008 — 2009
Masters, Accounting
Indiegogo May 2014 - Present
Bregante + Company LLP March 2013 - November 2013
Plum District June 2012 - March 2013
Novogradac & Company LLP January 2012 - April 2012
UCSF September 2011 - December 2011
Skills
ePace, Intacct, ProSystem fx Tax, Salesforce.com, Microsoft Excel, Microsoft Word, PowerPoint, Yardi Property..., Zendesk, QuickBooks, Bookkeeping, Accounts Payable, Tax Preparation, GAAP, Time Management, General Ledger, Accounting, Financial Reporting, Account Reconciliation, Caseware, Auditing, Lacerte, Tax
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2007 — 2011
Bachelor in Science, Business Administration-Accounting
Novogradac & Company LLP January 2015 - April 2015
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Customer Service, PowerPoint
Education
University of California, Riverside 2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Novogradac & Company LLP January 2015 - Present
Geyer Accounting Firm June 2012 - November 2014
Lowe's Home Improvement July 2009 - October 2012
Tax-Aid February 2011 - March 2011
Lowe's Home Improvement July 2008 - September 2008
Ono Hawaiian BBQ November 2007 - August 2008
Department of Elections November 2006 - December 2006
Skills
Stocks, Merchandising, Cashiering, Loss Prevention, Visual Merchandising, Communication, Customer Service, Multitasking Skills, Team-oriented, Accounting, Time Management, Outlook, Teamwork, Data Entry, Microsoft Excel, Sales, Retail, Customer Satisfaction, QuickBooks, Microsoft Word, PowerPoint, Management, Bookkeeping, Finance
Education
University of California, Santa Cruz 2008 — 2012
B.A, Business Management in Economics with an Emphasis in Accounting
Thurgood Marshall Academic High School 2004 — 2008
High School Diploma
Interstate Equities Corporation April 2011 - Present
Napa Creek Investors June 2009 - June 2010
Novogradac & Company LLP January 2008 - March 2009
Jefferies & Company March 2007 - August 2007
Entertainment Studios August 2006 - March 2007
Vin Di Bona Productions January 2006 - August 2006
Cineville March 2005 - January 2006
Contrafilm January 2005 - March 2005
Skills
Multifamily, Real Estate, Financial Analysis, Financial Reporting, Financial Modeling, Aquisition, Disposition, Investment Properties, Auditing, Underwriting, Valuation, DCF Valuation, Accounting, Investments, Property Management, Due Diligence, Asset Management, Acquisitions
Education
University of California, Santa Barbara 2000 — 2004
B.A., Bussiness / Economics with Accounting Emphasis, Philosophy
Armanino LLP January 2015 - Present
Novogradac & Company LLP January 2014 - March 2014
Santa Cruz Biotechnology, Inc. May 2013 - December 2013
Market Motive June 2013 - September 2013
University of California, Santa Cruz September 2012 - December 2012
The Shell Cellar June 2010 - September 2012
Skills
Leadership, Accounting, Customer Service, Microsoft Excel, Management, Sales, Social Media, Cantonese, Proficient Typing Skills, Music Education, Logistics, Musical Performance, Violin, Event Planning
Education
University of California, Santa Cruz 2010 — 2014
Bachelor of Arts (BA), Business Management Economics, Accounting
Novogradac & Company LLP January 2013 - Present
Novogradac & Company LLP January 1999 - December 2012
Roem Builders 2003 - 2004
Skills
LIHTC, Affordable Housing, Real Estate, Financial Analysis, Asset Management, Tax, Financial Reporting, Real Estate Finance, Accounting, Real Estate Development, Audit, Budgeting, Partnership Taxation, Forecasting, Non-profits, Tax Credits, Budgets, Income Tax, Auditing, US GAAP, Financial Statements, Tax Preparation, Due Diligence, Real Estate Economics, Tax Accounting, CPA, Tax Returns, QuickBooks, Financial Modeling, Internal Controls
Education
University of California, Los Angeles 1993 — 1997
Bachelor of Arts (B.A.), Economics
Ryan January 2013 - Present
Thomson Reuters October 2007 - December 2012
Deloitte September 2005 - October 2007
Deloitte February 2004 - September 2005
Thomson Reuters May 2001 - February 2004
Powell, Ebert & Smolik PC September 2000 - May 2001
Novogradac & Company LLP June 1999 - July 2000
Daniel J. Bates, CPA, MBA February 1999 - June 1999
Arthur Andersen February 1998 - May 1998
Skills
OneSource, Corptax, AtlasTax, Vertex, PTMS, SAP, Excel, Access, Quickbooks, Computer Security, Windows, DOS, ProSystem FX, FADS, C++, HTML, Go-System, InSource, Fixed Assets, Tax Compliance, Tax, Tax Accounting, Accounting, Financial Analysis, General Ledger
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1998
MPA, BBA, Accounting/Information Technology
Novogradac & Company LLP June 2012 - Present
Madison Liquidity Investors November 2010 - October 2011
Resolute Investments, Inc. April 2009 - January 2010
Prior & Associates October 2006 - April 2009
Skills
Due Diligence, Feasibility Studies, Real Estate, Excel, Negotiation, Microsoft Office, Problem Solving, Valuation, Investments, Financial Modeling, Financial Analysis, Asset Management, Real Estate Investment, Portfolio Management, Real Estate Development, Investment Properties, Appraisals, Equities, Underwriting, Real Estate Finance, DCF, Analysis, Asset, Property Management, Loans, Cash Flow, Debt, Real Estate Financing, Private Equity, Research, Forecasting, Mortgage, Leases
Education
University of Denver - Daniels College of Business 2008 — 2009
Masters of Science, Real Estate and Construction Managment
The University of Kansas 2002 — 2006
Bachelor of Science, Finance
Novogradac & Company LLP September 2014 - Present
Truman State University January 2012 - May 2014
Truman State University January 2011 - August 2013
Hobby Lobby July 2007 - January 2013
Skills
Microsoft Excel, Access, Oracle, Peachtree, Quickbooks, Document Manager..., statistical quality..., Microsoft Word, Management, Social Networking Sites, Organization, Accounts Payable, Customer Service, Data Entry, Software Documentation, Time Management, Teamwork
Education
Truman State University 2013 — 2014
Master's degree, Accountancy
Truman State University 2009 — 2013
Bachelor of Science, Accounting
HealthTronics, Inc. March 2013 - Present
Sagus International August 2012 - March 2013
Empowerment Options, Inc. February 2012 - July 2012
HealthTronics, Inc October 2008 - February 2012
Novogradac & Company LLP June 2006 - August 2008
PricewaterhouseCoopers September 2005 - May 2006
Chavarria, Dunne and Lamey, LLC May 2003 - August 2005
Cline and Company May 2001 - May 2003
Skills
GAAP, Financial Reporting, Financial Analysis, Auditing, Accounting, Internal Controls, Financial Accounting, Finance, Account Reconciliation, Financial Statements, Strategic Planning, Accounts Receivable, Accounts Payable, Microsoft Excel, CPA, US GAAP, Bookkeeping, Consolidation, External Audit, General Ledger, Training, Strategy, Revenue Recognition, Variance Analysis, Healthcare, Manufacturing, Tableau, Budgeting, Excel, Quickbooks, Word, Reconciliation, Inventory Management, Business Planning, Strategic Financial..., Income Statement, Cash Flow, Cash Flow Forecasting, Epicor, Big 4
Education
Texas State University 1996 — 2003
BBA, Accounting
OCHO Candy July 2015 - Present
Novogradac & Company LLP January 2015 - March 2015
Oracle June 2014 - December 2014
UCSB Department of Economics April 2013 - June 2014
Pittalis Gilchrist LLP June 2013 - August 2013
UCSB UCen Dining Services September 2012 - March 2013
SJSU Spartan Bookstore August 2011 - September 2011
Skills
Leadership, Microsoft Excel, Time Management, PowerPoint, Event Planning, QuickBooks, Social Networking, Social Media, Windows, Microsoft Word, Team Building, Customer Service, Accounting, Fundraising, Mac, Public Speaking, Web Development, Teamwork, Sales, Sage, Microsoft Office, Community Outreach, Nonprofits, Outlook, Cost Accounting, Bookkeeping, Financial Analysis, Research, Data Analysis, Financial Reporting, Financial Modeling
Education
University of California, Santa Barbara 2010 — 2014
Bachelor's Degree, Economics and Accounting
Yola.com October 2015 - Present
Novogradac & Company LLP December 2014 - September 2015
Novogradac & Company LLP January 2013 - December 2014
James J. Boyle & Co. June 2011 - December 2012
Skills
Financial Reporting, US GAAP, Financial Accounting, Tax Preparation, Accounts Payable, Microsoft Excel, Accounting, Internal Revenue Code, Auditing, Nonprofits, Internal Controls, General Ledger, Real Estate, Microsoft Word, Generally Accepted..., Outlook, Government Auditing...
Education
University of California, Santa Barbara
Bachelor's Degree, Double Majors in Business Economics with an Emphasis in Accounting and Global Studies
Novogradac & Company LLP September 2005 - Present
Skills
Partnership Taxation, Tax Credits, Affordable Housing, CPA, Corporate Tax, Financial Analysis, HUD, Tax, Tax Preparation, Tax Research, Tax Returns, Due Diligence, US GAAP, Accounting, Financial Reporting
Education
University of California, Berkeley, Haas School of Business 2001 — 2005
Novogradac & Company LLP November 2013 - Present
Enterprise Community Partners October 2007 - August 2013
National Council of State Housing Agencies April 2005 - October 2007
Center on Budget and Policy Priorities October 2004 - February 2005
Office of U.S. Senator Jack Reed January 2003 - October 2004
U.S. Department of Housing and Urban Development December 2001 - August 2003
Skills
Policy Analysis, Affordable Housing, Public Policy, Government Relations, Tax Credits, Non-profits, Policy, Community Development, Research, Program Management, Government, Legislative Relations, Nonprofits, Economic Development, Community Outreach, Grants, Editing, Event Planning, Social Housing, Public Speaking, Legislative Affairs, Legislation
Education
The University of Chicago 1999 — 2001
Public Policy
University of California, Berkeley 1990 — 1996
Rhetoric
Brighton High School 1987 — 1990
Novogradac & Company LLP March 2015 - Present
Anderson Mill Limited District October 2012 - Present
Novogradac & Company LLP January 2015 - March 2015
North Austin Mud 1 February 2009 - December 2012
Clearwater Management February 2009 - December 2012
Kocurek Family Charcuterie January 2010 - November 2010
Lake Austin Spa Resort April 2010 - October 2010
Builders Blinds of Texas 2003 - 2009
Skills
Bookkeeping, Accounting, Customer Retention, Financial Reporting, Customer Service, Purchasing, Budgets, PowerPoint, Team Building, Microsoft Excel
Education
Texas State University 2012 — 2013
Bachelor's Degree, Accounting
Le Cordon Bleu College of Culinary Arts 2009 — 2010
Associate of Applied Science in Culinary Arts
Sage Software February 2009 - Present
KPMG September 2006 - February 2009
Novogradac & Company LLP September 2005 - September 2006
Skills
GAAP, Tax, Tax Preparation, Corporate Tax, Tax Returns, Accounting, Income Tax, Fixed Assets, US GAAP, Financial Statements, Auditing
Education
University of California, Santa Barbara
B.A., Business Econ Accounting
Hart Howerton March 2004 - Present
Novogradac & Company LLP January 2000 - September 2003
Dennis Rickard, CPA January 1998 - July 1999
Skills
Accounting, Financial Analysis, Financial Reporting, GAAP, Accounts Payable, Budgets, Financial Statements, General Ledger, Microsoft Excel, Financial Modeling, Financial Accounting, Auditing, Account Reconciliation
Education
University of California, Santa Barbara 1995 — 1999
BA, Business Econcomis Emp. Accounting BA Asian American Studies
The State University of New York September 2013 - Present
Herren Associates March 2009 - September 2013
BearingPoint Consulting January 2008 - February 2009
Novogradac & Company LLP 2005 - 2007
Skills
Financial Analysis, Large Budget Management, Contract Requirements, Microsoft Excel, Strategic Finance, Budget Forecasts, Budget Monitoring, Finance Consulting, Federal Funding, Security Clearance, Attentiveness to Detail, Analytical Reasoning, Management Consulting, Data Analysis, Financial Modeling, DoD, Process Improvement, Analysis, Program Management, Performance Measurement, Proposal Writing, Cost Benefit, Defense, Performance Metrics, Earned Value Management, Navy, Government, VBA, Systems Engineering
Education
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Frost Cummings Tidwell Group, LLC May 2015 - Present
CohnReznick LLP July 2013 - May 2015
CohnReznick LLP October 2010 - June 2013
Dell March 2010 - October 2010
White Oak Partners September 2008 - March 2010
Reznick Group January 2008 - September 2008
Novogradac & Company LLP 2004 - 2007
Skills
Auditing, Tax, Accounting, Financial Reporting, GAAP, US GAAP, Financial Modeling
Education
Texas State University 2004 — 2006
MAcy, Accounting
The University of Texas at Austin 1999 — 2003
BS, Engineering
Pacific Gas and Electric Company January 2013 - Present
Pacific Gas & Electric January 2007 - January 2013
Novogradac & Company LLP February 2005 - December 2006
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Accounting, Variance Analysis, Forecasting, Auditing, US GAAP, GAAP, SAP, Personal Financial..., Investments, Budgets, Strategic Financial..., Finance, Internal Controls, Financial Forecasting, Corporate Finance, Financial Accounting, Analysis, Account Reconciliation, Managerial Finance, Cost Accounting, Business Analysis, Microsoft Excel, QuickBooks, SAP BW, Business Planning, SAP R/3, Journal Entries
Education
University of California, Santa Barbara 1999 — 2004
BA Economics - Minor Astronomy and Planetary Science, Economics and Physics
Drawbridge Realty Trust February 2013 - Present
Shorenstein Realty Services September 2011 - February 2013
Novogradac & Company LLP November 2005 - September 2011
Education
University of California, Santa Barbara 2001 — 2005
Dome Construction January 2012 - Present
Say: Media Inc. August 2007 - May 2011
GATX 2001 - 2004
Novogradac & Company LLP June 1999 - December 2000
Novogradac & Company LLP February 1998 - June 1999
Skills
Linux, Project Management, VMware, Disaster Recovery, SQL, Business Intelligence, MS Project, Storage Area Networks, Hardware, Microsoft Office, Virtualization, Agile Methodologies
Education
University of California, Davis - Graduate School of Management 2004 — 2006
Master of Business Administration (MBA)
Trinity College-Hartford
Bachelor of Arts (BA), English Language and Literature/Letters
Walker & Dunlop November 2012 - Present
Real Property Research Group June 2009 - November 2012
Novogradac & Company LLP January 2007 - May 2009
Hanley Wood May 2006 - December 2006
Akridge 2004 - 2005
Skills
Real Estate Economics, Financial Modeling, Real Estate Development, Commercial Real Estate, Real Estate, Valuation, Foreclosures, Asset Management, Investments, Due Diligence, Investment Properties, Leases, Real Estate Transactions, Underwriting, Loans
Education
Mortgage Bankers Association 2014 — 2014
FHA Multifamily Underwriter Training Program
Towson University 2000 — 2004
B.S., Economics & Sport Management
Novogradac & Company LLP October 1989 - Present
Skills
LIHTC, Tax Credits, Affordable Housing, Real Estate Economics, Partnership Taxation, Real Estate Development, HUD, Due Diligence, Real Estate, Loans, Entitlements, Asset Managment, Leases, Real Estate Financing, Real Estate Transactions, Economic Development, Asset Management, Property Management, Valuation, Disposition, Investment Properties, GAAP, Financial Modeling, Accounting, Financial Analysis, Acquisitions, Investments, Dispositions, Finance, Commercial Real Estate, Financial Structuring, Private Equity, Real Estate Private..., Tax, Mergers, CPA
Education
UC Berkeley Haas School of Business 1984 — 1985
MBA, Accounting, Finance
UCLA 1982 — 1984
Bachelor of Arts, Economics
Novogradac & Company LLP January 2014 - Present
Education
Taylor University
Bachelor of Science, Finance
Novogradac & Company LLP June 2012 - Present
Novogradac & Company LLP November 2011 - April 2012
Novogradac & Company LLP January 2011 - March 2011
TC Consulting, Inc. June 2009 - December 2010
Equilar February 2008 - May 2009
Skills
Microsoft Office, ProSystem fx Tax, CCH ProSystem fx, Lacerte, QuickBooks, 10 Key, Setting up new..., Tax, Financial Statements, GAAP, Internal Controls, Accounting, Auditing, Microsoft Excel, Microsoft Word, Analysis
Education
University of California, Berkeley 2005 — 2009
Environmental Economics and Policy
University of California, Los Angeles Extension 2009 — 2010
Accounting
EMHS
Novogradac & Company LLP October 2011 - Present
Novogradac & Company LLP March 2010 - October 2011
RTKL March 2008 - December 2008
Summer Field School in Sustainable Development June 2007 - August 2007
Cleveland Metroparks March 2007 - June 2007
Mead & Hunt June 2006 - September 2006
Education
University of Cincinnati 2004 — 2009
Bachelor of Urban Planning
Novogradac & Company LLP February 2010 - Present
Eenhoorn 2007 - 2010
Skills
Market Analysis, Real Estate, Valuation, Appraisals, Finance, Affordable Housing, Leadership, Real Estate Economics, Real Estate Development, Apartments, Investment Properties, Management, Due Diligence, Property, Property Management
Education
Texas State University 2003 — 2008
BBA, Finance
Novogradac & Company LLP January 2010 - April 2010
Education
Texas State University 2007 — 2009
Novogradac & Company LLP January 2014 - March 2014
GENPACT LLC September 2009 - June 2010
Parwal & Associates October 2007 - August 2009
Mohnot & Co August 2006 - October 2007
Skills
Accounting, Account Reconciliation, Auditing, Finance
Education
California Board of Accountancy 2012 — 2013
Certified Public Accountant
The Institute of Chartered Accountants of India 2005 — 2009
Chartered Accountant, Accountancy, Taxation, Costing, Financial Management, Company Law
Maharani Gayatri Devi Girls College 2004 — 2007
Bacherlors, Bachelors of Commerce, 2007
Robert Half Finance & Accounting November 2009 - Present
Cain Watters & Associates 2007 - 2009
Novogradac & Company LLP 2006 - 2007
Education
Texas State University 2001 — 2005
BBA, Accounting
Novogradac & Company LLP specializes in real estate finance and community development, including, historic rehabilitation tax credit
Skills
Tax, Partnership Taxation, GAAP, Auditing, Tax Preparation, Income Tax, CPA, Corporate Tax, Accounting, US GAAP, Financial Reporting, Tax Accounting, Tax Returns, Internal Controls, Financial Accounting
Education
University of Dayton 1987 — 1990
Finance/Accounting
The University of Akron
Masters in Taxation
Novogradac & Company LLP January 2013 - March 2013
Novogradac & Company LLP October 2012 - December 2012
Sterling Jewelers March 2012 - October 2012
CJFitness- personal training June 2004 - May 2011
LaFitness May 2009 - April 2011
Bally Total Fitness October 2001 - May 2004
Skills
Payroll, Certified Fraud Examiner
Education
The University of Akron
Accounting
Harvest Properties, Inc. November 2012 - Present
Harvest Properties, Inc. April 2012 - October 2012
Novogradac & Company LLP January 2011 - March 2011
Nordstrom June 2010 - November 2010
Northwestern Mutual December 2009 - August 2010
Skills
Accounting, Microsoft Office, Budgets, Editing, Auditing, Research, Training, Internal Controls, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Word
Education
UCSB 2006 — 2010
Bachelor of Arts (BA), Business Economics with an Emphasis in Accounting
UCSB 2006 — 2010
Bachelor of Arts (BA), Philosophy
California High School 2002 — 2006
North San Diego Endodontics May 2005 - August 2014
KeyBank September 2001 - June 2003
Novogradac & Company LLP 1997 - 2001
Skills
Financial Analysis, Financial Reporting, Accounting, Tax, Microsoft Excel, Leadership, CPA, Budgets, Auditing, Small Business, GAAP, Marketing Strategy
Education
University of California, Santa Barbara 1993 — 1997
BA, Accounting
Esperanza High School 1989 — 1993
Novogradac & Company LLP January 2014 - Present
Novogradac & Company LLP January 2012 - Present
Novogradac & Company LLP January 2011 - December 2011
Novogradac & Company LLP November 2006 - December 2010
Wells Fargo Home Mortgage 2002 - 2006
Skills
Financial Analysis, Financial Reporting, Accounting, GAAP, Tax, Microsoft Excel, Financial Statements, Data Analysis, Partnership Taxation, Database Queries, Crystal Reports, MS Excel Pivot Tables, Analysis, Microsoft Word
Education
University of California, Davis
B.A., Economics
KPMG July 2014 - Present
Rothstein Kass January 2014 - July 2014
Novogradac & Company LLP January 2013 - December 2013
Novogradac & Company LLP January 2012 - April 2012
Croxall Capital Planning 2010 - 2010
Skills
ProSystem fx Tax, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, Auditing, Tax Returns, Internal Controls, Photoshop, Community Service, Mutual Funds, Variable Annuities
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Crossman & Company January 2013 - Present
Crossman & Company August 2012 - December 2012
Novogradac & Company LLP May 2012 - July 2012
Atlanta Fine Homes Sotheby's International Realty September 2011 - February 2012
Renova Partners, LLC October 2010 - August 2011
Davidson & Garrard Inc. May 2009 - July 2009
Skills
Real Estate Valuation, Microsoft Excel, Microsoft Word, PowerPoint, Argus Modeling, Property Management, Commercial Real Estate, Market Research, Online Research, Marketing Research, Finance, Appraisals, Valuation, Real Estate, Due Diligence, Management, Microsoft Office, Leases
Education
The University of Georgia 2006 — 2010
Bachelor of Business Administration (B.B.A.) - Real Estate, Real Estate
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Real Estate
IMT Residential March 2015 - Present
IMT Residential September 2014 - February 2015
IMT Residential May 2012 - September 2014
Novogradac & Company LLP January 2012 - April 2012
Wellpoint Anthem Blue Cross November 2011 - December 2011
University of California January 2011 - June 2011
University of California October 2009 - June 2010
DVM Teleservices March 2009 - July 2009
Macy's November 2005 - August 2008
Skills
Accounting, Auditing, Tax Returns, Accounts..., Cash Flow Forecasting, Financial Reporting, Payroll Analysis, Billing Services, ProSystem fx Tax, MRI, American Contractor, Access, Outlook Express, Microsoft Excel, Commission Analysis, Construction Budgets, Construction Accounting, MS-DOS, PowerPoint, Accounts Payable, QuickBooks, Financial Statements, GAAP
Education
University of Cambridge 2011 — 2011
Finance
University of California, Santa Barbara 2009 — 2011
B.A, Business Economics with Accounting
David M. Schwarz Architects June 2015 - Present
Harrison Design 2014 - 2014
Metalogix Software April 2012 - June 2012
Metalogix Software January 2012 - April 2012
Novogradac & Company LLP November 2010 - September 2011
BMC Property Group September 2010 - October 2010
Gensler June 2008 - August 2008
PGA Design Build June 2006 - August 2006
Skills
AutoCAD Architecture, Revit, SketchUp, Adobe Creative Suite, Photoshop, InDesign, Maya, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Event Planning
Education
University of Miami 2012 — 2015
Master of Architecture (M.Arch.), Architecture
Trinity College-Hartford 2006 — 2010
BA, Art History
Transtar Industries September 2013 - Present
Novogradac & Company LLP December 2011 - September 2013
MIDWAY PRODUCTS GROUP August 2008 - November 2011
Breen Winkel & Green July 2006 - August 2008
Skills
Accounting, Financial Reporting, General Ledger, Tax, GAAP, Tax Preparation, Auditing, Fixed Assets, Internal Controls, Financial Accounting, Corporate Tax, Tax Research, US GAAP, Payroll, Microsoft Excel, Tax Returns, Construction Accounting, Income Tax, Tax Accounting, Financial Statements, Partnership Taxation, Accounts Receivable, ProSystem fx Tax, Financial Audits, External Audit, Journal Entries, CCH ProSystem fx, Finance, Forecasting
Education
Tiffin University 2005 — 2006
Bachelor's degree, Accounting
University of Toledo 1999 — 2003
Bachelor's degree, Corporate Finance, International Business
Novogradac & Company LLP January 2014 - Present
Truman State University August 2012 - May 2013
Beijing ZATP Holdings, Inc. June 2012 - July 2012
Deloitte January 2012 - April 2012
Express Scripts May 2011 - August 2011
Skills
LIHTC, Tax Credit Compliance, Financial Reporting, Accounting, Auditing, Tax Research
Education
Truman State University 2012 — 2013
Master of Accountancy
Truman State University 2009 — 2011
Bachelor of Science, Accounting
Novogradac & Company LLP January 2014 - Present
Novogradac & Company LLP January 2013 - December 2013
Novogradac & Company LLP January 2011 - December 2012
Skills
ProSystem fx Tax, Partnership Taxation, GAAP, Tax, Tax Preparation, Accounting, Auditing, Tax Returns, Tax Research, Financial Reporting, QuickBooks, General Ledger, Income Tax, Journal Entries, Tax Accounting, Fixed Assets, CPA, Financial Accounting, Corporate Tax, Financial Statements
Education
Texas State University-San Marcos 2005 — 2010
Master's degree, Accounting
Federal Reserve Bank of Dallas September 2014 - Present
Colony Capital February 2013 - June 2014
Simpson & Simpson CPAs October 2010 - December 2012
Cisco Systems August 2010 - October 2010
Novogradac & Company LLP January 2010 - March 2010
Skills
Internal Controls, GAAP, External Audit, US GAAP
Education
University of California, Santa Barbara 2008 — 2009
Bachelor of Arts, Business Economics with Emphasis in Accounting
Stanford Health Care February 2015 - Present
Stanford Health Care August 2013 - January 2015
KPMG September 2011 - July 2013
Novogradac & Company LLP January 2010 - August 2011
Novogradac & Company LLP January 2009 - March 2009
BIG CITY CHEFS, INC September 2008 - December 2008
United Commercial Bank July 2007 - October 2008
Skills
Auditing, GAAP, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, US GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Financial Modeling, Data Analysis, CPA, Finance
Education
University of California, Berkeley 2005 — 2008
Political Economy
Lowell High School 2000 — 2004
Novogradac & Company LLP 2007 - Present
CAPSTONE REAL ESTATE SERVICES 2003 - 2007
Education
The University of Texas at Austin 1998 — 2002
B.S., Biology
Novogradac & Company LLP December 2002 - Present
Education
Texas State University 1998 — 2002
MBA, Accounting
Holthouse Carlin & Van Trigt LLP July 2012 - Present
Novogradac & Company LLP 2012 - 2012
Education
University of California, Riverside
ABM Industries September 2005 - Present
Novogradac & Company LLP 2004 - 2005
Skills
JD Edwards, Accounting, Budgets, Financial Reporting, General Ledger, Sarbanes-Oxley Act
Education
University of California, Santa Cruz 1997 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
KPMG US July 2015 - Present
KPMG US September 2014 - Present
Novogradac & Company LLP September 2012 - September 2014
Novogradac & Company LLP January 2012 - May 2012
Skills
Auditing, Microsoft Office, Microsoft Excel, ProSystem fx Tax, Partnership Taxation
Education
University of California, Berkeley 2007 — 2011
Legal Studies, B.A
Crowe Horwath LLP June 2015 - August 2015
Novogradac & Company LLP January 2015 - March 2015
Emergo Group January 2013 - August 2013
Café Blue June 2012 - August 2012
Hollister Co. June 2011 - August 2011
Studio563 March 2010 - March 2011
Pei Wei Asian Diner July 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Facebook, Data Analysis, Access, Leadership
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Christian Students on Campus August 2009 - Present
Farm House Delivery July 2013 - August 2013
Novogradac & Company LLP January 2013 - March 2013
Freshmen Connect August 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2014
Master in Professional Accounting class of 2014
Novogradac & Company LLP January 2012 - Present
Selman Breitman LLP August 2010 - April 2011
Commercial Scientific Corporation September 2009 - August 2010
Skills
ProSystem fx Tax, GAAP, Partnership Taxation, Tax, Accounting, Tax Preparation, Financial Reporting, Financial Accounting, Auditing, Corporate Tax, US GAAP, Income Tax, HUD, ePace, Omega, LLC, Balance Sheet, Income Statement, Bank Reconciliation, QuickBooks, PCAOB standards, Internal Controls, LIHTC, Single Audit, CPA
Education
University of California, Los Angeles 2007 — 2010
Bachelor's degree, Business/Managerial Economics
Capital One January 2013 - August 2014
Novogradac & Company LLP January 2012 - March 2012
Skills
Auditing, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Internal Controls, Finance, Corporate Finance, Financial Accounting, Strategic Financial...
Education
University of California, Berkeley 2010 — 2012
Economics, B.A.
Novogradac & Company LLP January 2014 - Present
Shoreline Surgical January 2013 - January 2014
DW Investment Group, Inc. November 2012 - April 2013
UBS July 2012 - October 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, QuickBooks, Accounting, Accounts Payable
Education
University of California, Irvine 2009 — 2013
Business Economica & Accounting
University of Sussex 2011 — 2011
Chroma Systems Solutions, Inc. June 2014 - Present
Novogradac & Company LLP January 2014 - March 2014
Education
The University of Texas at Austin 2012 — 2013
Accounting
University of California, Riverside 2009 — 2012
Bachelor of Science (BS), Business/Accounting
Novogradac & Company LLP February 2015 - Present
Rally Health / Audax Health December 2014 - December 2014
New Forests September 2014 - October 2014
Skills
Microsoft Word, Microsoft Excel, Stata, PowerPoint, Research, Statistics, Editing, Data Analysis, Business Analysis, Spreadsheets, Business Strategy, Game Theory, Urban Studies, Banking, Healthcare, Industrial Design, Transportation Planning, gyazo, Cost Benefit
Education
University of California, Merced 2010 — 2014
Economics emphasis Finance and Strategy