OUM & Co. LLP
Description
Address: 601 California St Suite 1800, San Francisco, CA 94108 Hours: Closed ⋅ Opens 9AM Thu Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 434-3744Category: Place name: : Website: : : : : : Website: http://www.oumcpa.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
OUM & Co. LLP List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at OUM & Co. LLP. You can filter them based on skills, years of employment, job, education, department, and prior employment.
OUM & Co. LLP Salaries. You can even request information on how much does OUM & Co. LLP pay if you want to. Learn about salaries, pros and cons of working for OUM & Co. LLP directly from the past employees.
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OUM & Co. LLP Employees
Employee
Years
Job
Industry
Carolyn Yu Carolyn Yu's OUM & Co. LLP Experience September 2015 - Present
Job Audit Staff Accountant at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP September 2015 - Present
Saint Mary's College of California May 2013 - Present
California State Board of Equalization June 2014 - September 2015
Armanino LLP July 2014 - July 2014
Pacific Coast Bankers' Bank June 2013 - August 2013
Education
Saint Mary's College of California 2011 — 2015
Bachelor of Science (B.S.), Accounting
Sacred Heart Cathedral Preparatory 2007 — 2011
High School Diploma with Honors
OUM & Co. LLP September 2015 - Present
Saint Mary's College of California May 2013 - Present
California State Board of Equalization June 2014 - September 2015
Armanino LLP July 2014 - July 2014
Pacific Coast Bankers' Bank June 2013 - August 2013
Education
Saint Mary's College of California 2011 — 2015
Bachelor of Science (B.S.), Accounting
Sacred Heart Cathedral Preparatory 2007 — 2011
High School Diploma with Honors
Gina Perrone, CPA Gina Perrone, CPA's OUM & Co. LLP Experience September 2011 - December 2013
Job Tax Manager at Lending Club
Industry Accounting
Experience
Lending Club March 2015 - Present
Lending Club December 2013 - Present
OUM & Co. LLP September 2011 - December 2013
OUM December 2010 - September 2011
Deloitte Tax LLP June 2007 - December 2010
Deloitte Tax, LLP June 2006 - August 2006
Woodberry Events, Inc. June 2005 - August 2005
Skills
Tax, CPA, Tax Returns, Partnership Taxation, Accounting, Trusts, High Net Worth..., Tax Preparation, Tax Research, Corporate Tax, Tax Accounting, S Corporations, Sales Tax
Education
California Polytechnic State University-San Luis Obispo 2004 — 2007
Business Administration, Accounting Major, Economics Minor
Lending Club March 2015 - Present
Lending Club December 2013 - Present
OUM & Co. LLP September 2011 - December 2013
OUM December 2010 - September 2011
Deloitte Tax LLP June 2007 - December 2010
Deloitte Tax, LLP June 2006 - August 2006
Woodberry Events, Inc. June 2005 - August 2005
Skills
Tax, CPA, Tax Returns, Partnership Taxation, Accounting, Trusts, High Net Worth..., Tax Preparation, Tax Research, Corporate Tax, Tax Accounting, S Corporations, Sales Tax
Education
California Polytechnic State University-San Luis Obispo 2004 — 2007
Business Administration, Accounting Major, Economics Minor
Kirk Cabacungan Kirk Cabacungan's OUM & Co. LLP Experience September 2013 - Present
Job Staff Auditor at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP September 2013 - Present
TIBCO Software September 2012 - August 2013
JPMorgan Chase February 2012 - September 2012
Skills
Microsoft Excel, Spreadsheets, Banking, Deposits, Outlook, Data Entry, Cash, Payroll, Financial Accounting, Access, Microsoft Office, QuickBooks, Financial Analysis, Auditing, Financial Reporting, Microsoft Word, PowerPoint, Accounting
Education
San Francisco State University 2011 — 2013
2013, Accounting, 3.6
San Joaquin Delta College 2008 — 2011
Accounting
Lincoln High School 2004 — 2008
OUM & Co. LLP September 2013 - Present
TIBCO Software September 2012 - August 2013
JPMorgan Chase February 2012 - September 2012
Skills
Microsoft Excel, Spreadsheets, Banking, Deposits, Outlook, Data Entry, Cash, Payroll, Financial Accounting, Access, Microsoft Office, QuickBooks, Financial Analysis, Auditing, Financial Reporting, Microsoft Word, PowerPoint, Accounting
Education
San Francisco State University 2011 — 2013
2013, Accounting, 3.6
San Joaquin Delta College 2008 — 2011
Accounting
Lincoln High School 2004 — 2008
Vanessa Li, CPA Vanessa Li, CPA's OUM & Co. LLP Experience September 2012 - October 2014
Job Assurance Senior at EY
Industry Accounting
Experience
EY October 2014 - Present
OUM & Co. LLP September 2012 - October 2014
Central Ohio Tax Company April 2011 - June 2012
Internal Revenue Service February 2012 - March 2012
Skills
Microsoft Excel, Payroll, CCH professional..., PowerPoint, Accounting, External Audit, Audits of Employee..., SEC Financial Reporting, Audit for IPO, Financial Reporting, SOX 404, Account Reconciliation, Outlook, Accounts Payable, Microsoft Word, Auditing, Financial Analysis, Finance, Financial Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration/Master of Accounting, Accounting
EY October 2014 - Present
OUM & Co. LLP September 2012 - October 2014
Central Ohio Tax Company April 2011 - June 2012
Internal Revenue Service February 2012 - March 2012
Skills
Microsoft Excel, Payroll, CCH professional..., PowerPoint, Accounting, External Audit, Audits of Employee..., SEC Financial Reporting, Audit for IPO, Financial Reporting, SOX 404, Account Reconciliation, Outlook, Accounts Payable, Microsoft Word, Auditing, Financial Analysis, Finance, Financial Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration/Master of Accounting, Accounting
Sandra Forrest's OUM & Co. LLP Experience 1987 - 1996
Job Income Tax Manager at Pacific Coast Companies, Inc.
Industry Building Materials
Experience
Pacific Coast Building Products September 2006 - Present
E*TRADE Financial August 2000 - September 2005
Pacific Gas and Electric Company 1996 - 2001
OUM & Co. LLP 1987 - 1996
Skills
Mergers & Acquisitions, Accounting, Income Tax, Tax, Sarbanes-Oxley Act, Analysis, CPA, Financial Reporting, GAAP, Internal Controls, US GAAP, Auditing, Financial Accounting, Financial Analysis, Forecasting, Accounts Payable
Education
California State University-Hayward - School of Business and Economics 1986 — 1988
B.A., Accounting
Virginia Polytechnic Institute and State University 1981 — 1985
B.S., Psychology
Pacific Coast Building Products September 2006 - Present
E*TRADE Financial August 2000 - September 2005
Pacific Gas and Electric Company 1996 - 2001
OUM & Co. LLP 1987 - 1996
Skills
Mergers & Acquisitions, Accounting, Income Tax, Tax, Sarbanes-Oxley Act, Analysis, CPA, Financial Reporting, GAAP, Internal Controls, US GAAP, Auditing, Financial Accounting, Financial Analysis, Forecasting, Accounts Payable
Education
California State University-Hayward - School of Business and Economics 1986 — 1988
B.A., Accounting
Virginia Polytechnic Institute and State University 1981 — 1985
B.S., Psychology
Trevor Chou Trevor Chou's OUM & Co. LLP Experience July 2015 - August 2015
Job Accounting Masters Student
Industry
Experience
OUM & Co. LLP July 2015 - August 2015
UC Berkeley February 2013 - May 2013
Oakland Asian Students Educational Services September 2012 - May 2013
UC Berkeley September 2011 - May 2013
Cal Table Tennis Club September 2011 - May 2013
Oakland Military Academy July 2012 - August 2012
Education
San Francisco State University 2014 — 2016
Master's Degree, Accounting
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Major:Psychology Minor: Education
OUM & Co. LLP July 2015 - August 2015
UC Berkeley February 2013 - May 2013
Oakland Asian Students Educational Services September 2012 - May 2013
UC Berkeley September 2011 - May 2013
Cal Table Tennis Club September 2011 - May 2013
Oakland Military Academy July 2012 - August 2012
Education
San Francisco State University 2014 — 2016
Master's Degree, Accounting
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Major:Psychology Minor: Education
Deborah McCarthy Deborah McCarthy's OUM & Co. LLP Experience August 2015 - Present
Job Audit Staff at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP August 2015 - Present
Nigro & Nigro, PC May 2014 - August 2015
Carini Ristorante February 2011 - March 2014
Standard & Poor's June 2009 - February 2011
Education
Nyack College 2007 — 2011
Bachelor's degree, Accounting
OUM & Co. LLP August 2015 - Present
Nigro & Nigro, PC May 2014 - August 2015
Carini Ristorante February 2011 - March 2014
Standard & Poor's June 2009 - February 2011
Education
Nyack College 2007 — 2011
Bachelor's degree, Accounting
Jennifer Huie Jennifer Huie's OUM & Co. LLP Experience February 2015 - Present
Job Tax Staff Accountant at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP February 2015 - Present
Minted December 2014 - February 2015
Delta Sigma Pi - Gamma Omicron May 2013 - December 2014
Payroll Resource Group May 2013 - August 2014
University of San Francisco - Office of Institutional Data Analysis April 2013 - January 2014
Delta Sigma Pi - Gamma Omicron Chapter December 2011 - December 2013
Delta Sigma Pi - Gamma Omicron Chapter December 2012 - May 2013
Delta Sigma Pi - Gamma Omicron Chapter May 2012 - December 2012
City of Foster City May 2012 - August 2012
David Rio San Francisco February 2012 - April 2012
Skills
Photoshop, PowerPoint, Windows, Microsoft Word, Microsoft Excel, Inflow inventory systems, Flash Animation, Dreamweaver, Outlook, Organizational..., Dedicated Professional, Event Planning, Community Outreach, Analysis, Editing, Access, Teamwork, Accounting, Facebook, Social Networking, Microsoft Office, Public Speaking, Social Media, Time Management, Data Analysis, Nonprofits, Google Docs, QuickBooks, Cantonese, Team-oriented, HTML, iMovie, Mac, Volunteer Management
Education
University of San Francisco 2011 — 2014
Bachelor’s Degree, Accounting
Mercy High school 2007 — 2011
OUM & Co. LLP February 2015 - Present
Minted December 2014 - February 2015
Delta Sigma Pi - Gamma Omicron May 2013 - December 2014
Payroll Resource Group May 2013 - August 2014
University of San Francisco - Office of Institutional Data Analysis April 2013 - January 2014
Delta Sigma Pi - Gamma Omicron Chapter December 2011 - December 2013
Delta Sigma Pi - Gamma Omicron Chapter December 2012 - May 2013
Delta Sigma Pi - Gamma Omicron Chapter May 2012 - December 2012
City of Foster City May 2012 - August 2012
David Rio San Francisco February 2012 - April 2012
Skills
Photoshop, PowerPoint, Windows, Microsoft Word, Microsoft Excel, Inflow inventory systems, Flash Animation, Dreamweaver, Outlook, Organizational..., Dedicated Professional, Event Planning, Community Outreach, Analysis, Editing, Access, Teamwork, Accounting, Facebook, Social Networking, Microsoft Office, Public Speaking, Social Media, Time Management, Data Analysis, Nonprofits, Google Docs, QuickBooks, Cantonese, Team-oriented, HTML, iMovie, Mac, Volunteer Management
Education
University of San Francisco 2011 — 2014
Bachelor’s Degree, Accounting
Mercy High school 2007 — 2011
Jenifer Patterson, CPA Jenifer Patterson, CPA's OUM & Co. LLP Experience November 2014 - Present
Job Tax Supervisor at OUM & Co., LLP
Industry Accounting
Experience
OUM & Co. LLP November 2014 - Present
Gatto, Pope & Walwick, LLP January 2014 - October 2014
Gatto, Pope & Walwick, LLP January 2011 - October 2014
Skills
Accounting, QuickBooks, Tax, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Accounting, Bookkeeping, Financial Reporting, Customer Service, Partnership Taxation, S-Corporation Taxation, Individual Taxation
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration, emphasis in Accounting
연세대학교 / Yonsei University 2009 — 2009
Mahawithayalai Thammasat 2008 — 2008
OUM & Co. LLP November 2014 - Present
Gatto, Pope & Walwick, LLP January 2014 - October 2014
Gatto, Pope & Walwick, LLP January 2011 - October 2014
Skills
Accounting, QuickBooks, Tax, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Accounting, Bookkeeping, Financial Reporting, Customer Service, Partnership Taxation, S-Corporation Taxation, Individual Taxation
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration, emphasis in Accounting
연세대학교 / Yonsei University 2009 — 2009
Mahawithayalai Thammasat 2008 — 2008
Shayne Cooper's OUM & Co. LLP Experience December 2012 - May 2013
Job Manager at Dal Poggetto & Company LLP
Industry Accounting
Experience
Dal Poggetto & Company LLP January 2015 - Present
Dal Poggetto & Company LLP June 2013 - December 2014
OUM & Co. LLP December 2012 - May 2013
Dal Poggetto & Company LLP July 2009 - November 2012
AT&T November 1999 - September 2006
Skills
Tax Research, Partnership Taxation, Corporate Tax, Accounting, Microsoft Excel, Financial Accounting
Education
Sonoma State University 2007 — 2009
Bachelor of Science (B.S.), Business Administration, Accounting
Dal Poggetto & Company LLP January 2015 - Present
Dal Poggetto & Company LLP June 2013 - December 2014
OUM & Co. LLP December 2012 - May 2013
Dal Poggetto & Company LLP July 2009 - November 2012
AT&T November 1999 - September 2006
Skills
Tax Research, Partnership Taxation, Corporate Tax, Accounting, Microsoft Excel, Financial Accounting
Education
Sonoma State University 2007 — 2009
Bachelor of Science (B.S.), Business Administration, Accounting
Derek White, EA, MBA Derek White, EA, MBA's OUM & Co. LLP Experience October 2014 - Present
Job Tax Supervisor at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP October 2014 - Present
Skills
Corporate Tax, International Tax, Tax Accounting, Income Tax, Tax Preparation, Tax Research, High Net Worth..., Tax Returns, Tax Law, Financial Modeling, Capital Budgeting, Budget Process, Operating Budgets, Multi-state tax returns, Provisions
Education
Golden Gate University 2009 — 2014
Master's degree, Taxation
San Francisco State University, College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Management and Accounting, 3.64
Portland State University - School of Business 1996 — 1999
Finance, Accounting and Finance, 3.5
OUM & Co. LLP October 2014 - Present
Skills
Corporate Tax, International Tax, Tax Accounting, Income Tax, Tax Preparation, Tax Research, High Net Worth..., Tax Returns, Tax Law, Financial Modeling, Capital Budgeting, Budget Process, Operating Budgets, Multi-state tax returns, Provisions
Education
Golden Gate University 2009 — 2014
Master's degree, Taxation
San Francisco State University, College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Management and Accounting, 3.64
Portland State University - School of Business 1996 — 1999
Finance, Accounting and Finance, 3.5
Lauren San Juan Lauren San Juan's OUM & Co. LLP Experience May 2014 - October 2014
Job at
Industry Nonprofit Organization Management
Experience
Teamsters Benefit Trust October 2014 - Present
OUM & Co. LLP May 2014 - October 2014
Robert Half March 2014 - April 2014
Freelance English Tutor August 2013 - March 2014
The Haggin Museum March 2013 - June 2013
Bureau of Gender Affairs September 2012 - December 2012
UC Santa Cruz October 2011 - June 2012
UC Santa Cruz September 2011 - December 2011
Skills
Grant Writing, Teaching, Microsoft Excel, Microsoft Word, Outlook, QuickBooks, PowerPoint, CCH ProSystem fx
Education
UCSC 2008 — 2012
Bachelor of Arts (BA), Sociology
University of the West Indies, Cave Hill Campus 2012 — 2012
Education
Pontifícia Universidade Católica do Rio de Janeiro 2011 — 2011
Sociology and Portuguese
Teamsters Benefit Trust October 2014 - Present
OUM & Co. LLP May 2014 - October 2014
Robert Half March 2014 - April 2014
Freelance English Tutor August 2013 - March 2014
The Haggin Museum March 2013 - June 2013
Bureau of Gender Affairs September 2012 - December 2012
UC Santa Cruz October 2011 - June 2012
UC Santa Cruz September 2011 - December 2011
Skills
Grant Writing, Teaching, Microsoft Excel, Microsoft Word, Outlook, QuickBooks, PowerPoint, CCH ProSystem fx
Education
UCSC 2008 — 2012
Bachelor of Arts (BA), Sociology
University of the West Indies, Cave Hill Campus 2012 — 2012
Education
Pontifícia Universidade Católica do Rio de Janeiro 2011 — 2011
Sociology and Portuguese
Kimberly Go Kimberly Go's OUM & Co. LLP Experience September 2011 - Present
Job Senior Auditor at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP September 2011 - Present
OUM June 2010 - August 2011
Skills
Accounting, QuickBooks, GAAP, Auditing, Financial Reporting, Financial Statements, Financial Accounting, Accounts Payable, Account Reconciliation, Sarbanes-Oxley Act, Tax Preparation, Income Tax, Internal Controls, Bookkeeping, Financial Analysis, Tax, Start-ups, Corporate Tax, General Ledger, Microsoft Excel, Due Diligence
Education
University of California, San Diego 2007 — 2009
BS
Lowell High School
OUM & Co. LLP September 2011 - Present
OUM June 2010 - August 2011
Skills
Accounting, QuickBooks, GAAP, Auditing, Financial Reporting, Financial Statements, Financial Accounting, Accounts Payable, Account Reconciliation, Sarbanes-Oxley Act, Tax Preparation, Income Tax, Internal Controls, Bookkeeping, Financial Analysis, Tax, Start-ups, Corporate Tax, General Ledger, Microsoft Excel, Due Diligence
Education
University of California, San Diego 2007 — 2009
BS
Lowell High School
Scott Eliab Scott Eliab's OUM & Co. LLP Experience October 2015 - Present
Job Audit Supervisor at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP October 2015 - Present
OUM & Co. LLP July 2013 - September 2015
KPMG October 2011 - May 2013
Skills
US GAAP, SEC filings, GAAP, Internal Controls, Financial Accounting, Financial Reporting, Accounting, External Audit, Big 4, Assurance, Financial Statements, Finance, SEC Filings, Auditing, Sarbanes-Oxley Act, Microsoft Excel
Education
Santa Clara University 2007 — 2011
Bachelor's degree, Accounting
OUM & Co. LLP October 2015 - Present
OUM & Co. LLP July 2013 - September 2015
KPMG October 2011 - May 2013
Skills
US GAAP, SEC filings, GAAP, Internal Controls, Financial Accounting, Financial Reporting, Accounting, External Audit, Big 4, Assurance, Financial Statements, Finance, SEC Filings, Auditing, Sarbanes-Oxley Act, Microsoft Excel
Education
Santa Clara University 2007 — 2011
Bachelor's degree, Accounting
Rebecca Monmaney, C.P.A. Rebecca Monmaney, C.P.A.'s OUM & Co. LLP Experience December 2014 - Present
Job Tax Manager at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP December 2014 - Present
Deloitte June 2007 - November 2014
Magic Moments & Keepsakes May 2005 - June 2007
WindChime Of Chico September 2004 - January 2005
Students in Free Enterprise 2002 - 2005
Sycamore Glen Retirement Community December 2003 - August 2004
Skills
Tax, Accounting, Leadership, Management, Budgets, Project Management, Corporate Tax, Tax Research, Big 4, Program Management, Time Management
Education
California State University-Chico 2002 — 2007
Bachelor's degree, Accounting and Business/Management
OUM & Co. LLP December 2014 - Present
Deloitte June 2007 - November 2014
Magic Moments & Keepsakes May 2005 - June 2007
WindChime Of Chico September 2004 - January 2005
Students in Free Enterprise 2002 - 2005
Sycamore Glen Retirement Community December 2003 - August 2004
Skills
Tax, Accounting, Leadership, Management, Budgets, Project Management, Corporate Tax, Tax Research, Big 4, Program Management, Time Management
Education
California State University-Chico 2002 — 2007
Bachelor's degree, Accounting and Business/Management
Rebecca Madsen, CPA Rebecca Madsen, CPA's OUM & Co. LLP Experience January 2013 - April 2015
Job Senior Accounting Analyst at Pacific Gas and Electric Company
Industry Accounting
Experience
Pacific Gas and Electric Company April 2015 - Present
OUM & Co. LLP January 2013 - April 2015
Ernst & Young September 2011 - January 2013
San Francisco Design Center April 2007 - June 2011
University of Kentucky Program for Archaelogical Research 2002 - 2006
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, GAAP, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, SEC filings, Assurance, Financial Statements, SEC Filings, Microsoft Excel, Financial Analysis, CPA, Sarbanes-Oxley, Tax
Education
Santa Clara University 2010 — 2011
CAAP Program
The George Washington University 1996 — 1999
Bachelor of Arts, Archaeology
Pacific Gas and Electric Company April 2015 - Present
OUM & Co. LLP January 2013 - April 2015
Ernst & Young September 2011 - January 2013
San Francisco Design Center April 2007 - June 2011
University of Kentucky Program for Archaelogical Research 2002 - 2006
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, GAAP, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, SEC filings, Assurance, Financial Statements, SEC Filings, Microsoft Excel, Financial Analysis, CPA, Sarbanes-Oxley, Tax
Education
Santa Clara University 2010 — 2011
CAAP Program
The George Washington University 1996 — 1999
Bachelor of Arts, Archaeology
Charity Hall's OUM & Co. LLP Experience May 2015 - Present
Job Experienced Audit Staff at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP May 2015 - Present
Dainty Jewell's September 2014 - Present
Hope International University June 2014 - Present
Lindquist LLP February 2014 - May 2015
Sylvan Learning Centers March 2013 - January 2014
The Pentecostals of Hayward June 2008 - February 2013
The Pentecostals of Hayward January 1999 - February 2013
The Pentecostals of Hayward January 1999 - June 2012
Education
Liberty University 2011 — 2013
Master of Arts (M.A.), Human Services: Executive Leadership
Patten University 2010 — 2011
BA Music & Worship Leadership, Vocal Performance
California State University-East Bay 2007 — 2010
BS, Business Administration, Accounting Option
Patten University 2005 — 2007
BA Music & Worship Leadership, Vocal Performance
OUM & Co. LLP May 2015 - Present
Dainty Jewell's September 2014 - Present
Hope International University June 2014 - Present
Lindquist LLP February 2014 - May 2015
Sylvan Learning Centers March 2013 - January 2014
The Pentecostals of Hayward June 2008 - February 2013
The Pentecostals of Hayward January 1999 - February 2013
The Pentecostals of Hayward January 1999 - June 2012
Education
Liberty University 2011 — 2013
Master of Arts (M.A.), Human Services: Executive Leadership
Patten University 2010 — 2011
BA Music & Worship Leadership, Vocal Performance
California State University-East Bay 2007 — 2010
BS, Business Administration, Accounting Option
Patten University 2005 — 2007
BA Music & Worship Leadership, Vocal Performance
Scott Haessly Scott Haessly's OUM & Co. LLP Experience September 2013 - July 2014
Job CPA
Industry Accounting
Experience
RubinBrown LLP October 2014 - Present
OUM & Co. LLP September 2013 - July 2014
Jewish Family and Children's Services January 2009 - August 2011
WaMu January 2008 - January 2009
WaMu October 2005 - December 2007
Providian Financial October 2004 - October 2005
Skills
Risk Management, Budgets, Human Resources
Education
San Francisco State University 2011 — 2013
M.S. in Accountancy, GPA 3.7
San Francisco State University 2008 — 2008
Executive Certificate, Financial Planning
University of Rochester 1996 — 2000
B.A., Clinical & Social Psychology, Spanish Minor (Spanish fluency)
RubinBrown LLP October 2014 - Present
OUM & Co. LLP September 2013 - July 2014
Jewish Family and Children's Services January 2009 - August 2011
WaMu January 2008 - January 2009
WaMu October 2005 - December 2007
Providian Financial October 2004 - October 2005
Skills
Risk Management, Budgets, Human Resources
Education
San Francisco State University 2011 — 2013
M.S. in Accountancy, GPA 3.7
San Francisco State University 2008 — 2008
Executive Certificate, Financial Planning
University of Rochester 1996 — 2000
B.A., Clinical & Social Psychology, Spanish Minor (Spanish fluency)
Michael Swansen, CPA Michael Swansen, CPA's OUM & Co. LLP Experience November 2014 - Present
Job Tax Senior at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP November 2014 - Present
Gatto, Pope & Walwick, LLP December 2011 - October 2014
Gatto, Pope & Walwick, LLP February 2011 - November 2011
Dr. Richard M. Skay March 2009 - February 2011
Bank of America May 2005 - March 2009
Skills
Financial Accounting, Tax, Data Entry, Records Management, Financial Analysis, Leases, QuickBooks, Accounting, Internal Controls, Peachtree, Account Reconciliation, General Ledger, Income Tax, Financial Statements
Education
University of Phoenix 2008 — 2011
B.S. Business - Accounting, Accounting, Business
La Costa Canyon HS 1999 — 2003
OUM & Co. LLP November 2014 - Present
Gatto, Pope & Walwick, LLP December 2011 - October 2014
Gatto, Pope & Walwick, LLP February 2011 - November 2011
Dr. Richard M. Skay March 2009 - February 2011
Bank of America May 2005 - March 2009
Skills
Financial Accounting, Tax, Data Entry, Records Management, Financial Analysis, Leases, QuickBooks, Accounting, Internal Controls, Peachtree, Account Reconciliation, General Ledger, Income Tax, Financial Statements
Education
University of Phoenix 2008 — 2011
B.S. Business - Accounting, Accounting, Business
La Costa Canyon HS 1999 — 2003
William Lind, CPA William Lind, CPA's OUM & Co. LLP Experience October 2014 - Present
Job Audit Senior at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP October 2014 - Present
OUM & Co. LLP September 2012 - October 2014
Metropolitan Transportation Commission July 2011 - August 2012
Bakery Equipment Service July 2005 - July 2010
Skills
Microsoft Excel
Education
California State University-East Bay 2006 — 2011
Bachelor of Science (B.S.), Accounting
OUM & Co. LLP October 2014 - Present
OUM & Co. LLP September 2012 - October 2014
Metropolitan Transportation Commission July 2011 - August 2012
Bakery Equipment Service July 2005 - July 2010
Skills
Microsoft Excel
Education
California State University-East Bay 2006 — 2011
Bachelor of Science (B.S.), Accounting
Ejerina Herradura, CPA Ejerina Herradura, CPA's OUM & Co. LLP Experience November 2005 - Present
Job Tax Manager at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP November 2005 - Present
Skills
Tax, Accounting, Due Diligence, QuickBooks, Financial Reporting, Bookkeeping, Financial Statements, Accounts Payable, Real Estate, Microsoft Excel, Budget, Income Tax, Microsoft Word, Outlook, Corporate Tax, Tax Preparation, Tax Returns, Compilation, Tax Research, FAS109, Consolidated Returns, Multi-state tax returns, CCH Research, CCH Intelliconnect, CCH ProSystem fx, TValue, Pass-through Entities, Individual Returns, Accounting for Small..., Small Business Tax, Personal Income Tax..., Compilation Of..., ProSystem fx Tax, Budgets
Education
Golden Gate University 2009 — 2011
Masters in Taxation (in progress), In progress
University of Santo Tomas 1995 — 2000
Bachelors, Accounting
OUM & Co. LLP November 2005 - Present
Skills
Tax, Accounting, Due Diligence, QuickBooks, Financial Reporting, Bookkeeping, Financial Statements, Accounts Payable, Real Estate, Microsoft Excel, Budget, Income Tax, Microsoft Word, Outlook, Corporate Tax, Tax Preparation, Tax Returns, Compilation, Tax Research, FAS109, Consolidated Returns, Multi-state tax returns, CCH Research, CCH Intelliconnect, CCH ProSystem fx, TValue, Pass-through Entities, Individual Returns, Accounting for Small..., Small Business Tax, Personal Income Tax..., Compilation Of..., ProSystem fx Tax, Budgets
Education
Golden Gate University 2009 — 2011
Masters in Taxation (in progress), In progress
University of Santo Tomas 1995 — 2000
Bachelors, Accounting
Manny Soto Manny Soto's OUM & Co. LLP Experience September 2012 - Present
Job Senior Tax Accountant at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP September 2012 - Present
UAIC September 2011 - August 2012
Hayner, Hayner, Miller & Crist LLP January 2011 - April 2011
Student Services Department, San Luis Obispo School District September 2009 - January 2011
Skills
Bilingual, Accounting, Accounts Payable, Tax Preparation, ProSystem fx Tax, CCH ProSystem fx, Lacerte, QuickBooks, Bookkeeping, Payroll, Fixed Assets, Journal Entries, Tax, Financial Analysis, Auditing, Microsoft Excel, Financial Statements, PowerPoint, Microsoft Office, General Ledger, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science (B.S.), Business Administration
OUM & Co. LLP September 2012 - Present
UAIC September 2011 - August 2012
Hayner, Hayner, Miller & Crist LLP January 2011 - April 2011
Student Services Department, San Luis Obispo School District September 2009 - January 2011
Skills
Bilingual, Accounting, Accounts Payable, Tax Preparation, ProSystem fx Tax, CCH ProSystem fx, Lacerte, QuickBooks, Bookkeeping, Payroll, Fixed Assets, Journal Entries, Tax, Financial Analysis, Auditing, Microsoft Excel, Financial Statements, PowerPoint, Microsoft Office, General Ledger, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science (B.S.), Business Administration
Clara Fong, CPA, CA Clara Fong, CPA, CA's OUM & Co. LLP Experience November 2007 - Present
Job Audit and Assurance Partner at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP November 2007 - Present
Ernst & Young LLP January 1999 - October 2007
Skills
SEC Financial Reporting, Technical Accounting..., PCAOB standards, SOX 404, Biotechnology, Technology, S-1
Education
Concordia University 1989 — 1993
Bachelor of Commerce, Accountancy
California Society of Certified Public Accountants
CPA
Canadian Institute of Chartered Accountants (Quebec)
CA
OUM & Co. LLP November 2007 - Present
Ernst & Young LLP January 1999 - October 2007
Skills
SEC Financial Reporting, Technical Accounting..., PCAOB standards, SOX 404, Biotechnology, Technology, S-1
Education
Concordia University 1989 — 1993
Bachelor of Commerce, Accountancy
California Society of Certified Public Accountants
CPA
Canadian Institute of Chartered Accountants (Quebec)
CA
Steuart Arboleda Steuart Arboleda's OUM & Co. LLP Experience September 2015 - Present
Job Audit Staff Accountant at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP September 2015 - Present
World Financial Group (WFG) May 2015 - August 2015
University of San Francisco November 2011 - June 2015
African-American Shakespeare Company October 2013 - May 2015
United Way of America February 2014 - April 2015
Dot & Bo June 2014 - January 2015
ClearPath Capital Partners August 2013 - November 2013
Criterion Capital Management June 2013 - August 2013
Aquaya May 2013 - August 2013
Sbc Pizza Deli December 2010 - August 2013
Education
University of San Francisco 2011 — 2015
Bachelor of Science (B.S.), Business Administration; Accounting and Marketing
Universidad Pontificia Comillas 2014 — 2014
Intensive Spanish Program
St. Ignatius College Preparatory 2007 — 2011
High School Diploma
OUM & Co. LLP September 2015 - Present
World Financial Group (WFG) May 2015 - August 2015
University of San Francisco November 2011 - June 2015
African-American Shakespeare Company October 2013 - May 2015
United Way of America February 2014 - April 2015
Dot & Bo June 2014 - January 2015
ClearPath Capital Partners August 2013 - November 2013
Criterion Capital Management June 2013 - August 2013
Aquaya May 2013 - August 2013
Sbc Pizza Deli December 2010 - August 2013
Education
University of San Francisco 2011 — 2015
Bachelor of Science (B.S.), Business Administration; Accounting and Marketing
Universidad Pontificia Comillas 2014 — 2014
Intensive Spanish Program
St. Ignatius College Preparatory 2007 — 2011
High School Diploma
Melody Keeler Melody Keeler's OUM & Co. LLP Experience October 2006 - March 2009
Job LMFT 86670
Industry Mental Health Care
Experience
Keystone Landscaping November 2009 - Present
CFSA October 2013 - May 2014
CFSA May 2012 - October 2013
CFSA August 2011 - May 2012
OUM & Co. LLP October 2006 - March 2009
Oblon 2005 - 2006
Oblon 2001 - 2005
Skills
Mental Health Counseling, Outpatient Therapy, Bilingual Therapy, Group Therapy, Treating PTSD, Domestic Violence..., Couples Therapy, Family Therapy, Medi-Cal Documentation, School Counseling..., Triple P Positive..., Drama Therapy, Problem Solving, Benefits Administration, Human Resources..., Meeting Coordination, Intuit Online Payroll, QuickBooks, Quicken, Microsoft Office, Google Apps, Research, Office Equipment, Theatre Production, Directing, Acting, Playback Theatre, Improvisation, Small Business, Customer Service, Cell Phones
Education
California Institute of Integral Studies 2006 — 2009
Master's degree, Counseling Psychology, Drama Therapy Concentration
Davis & Elkins College, Elkins, WV 1998 — 2000
Bachelor of Arts (B.A.), Theatre/Theater
Longwood University 1996 — 1998
Theatre/Theater
Keystone Landscaping November 2009 - Present
CFSA October 2013 - May 2014
CFSA May 2012 - October 2013
CFSA August 2011 - May 2012
OUM & Co. LLP October 2006 - March 2009
Oblon 2005 - 2006
Oblon 2001 - 2005
Skills
Mental Health Counseling, Outpatient Therapy, Bilingual Therapy, Group Therapy, Treating PTSD, Domestic Violence..., Couples Therapy, Family Therapy, Medi-Cal Documentation, School Counseling..., Triple P Positive..., Drama Therapy, Problem Solving, Benefits Administration, Human Resources..., Meeting Coordination, Intuit Online Payroll, QuickBooks, Quicken, Microsoft Office, Google Apps, Research, Office Equipment, Theatre Production, Directing, Acting, Playback Theatre, Improvisation, Small Business, Customer Service, Cell Phones
Education
California Institute of Integral Studies 2006 — 2009
Master's degree, Counseling Psychology, Drama Therapy Concentration
Davis & Elkins College, Elkins, WV 1998 — 2000
Bachelor of Arts (B.A.), Theatre/Theater
Longwood University 1996 — 1998
Theatre/Theater
Jay Tung's OUM & Co. LLP Experience August 2014 - Present
Job Tax Accountant at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP August 2014 - Present
TGG Accounting January 2014 - April 2014
Citi July 2011 - April 2013
Muir College Center July 2010 - January 2011
Skills
Accounting, Stata, Derivatives, Economics, Capital Budgeting, Investments, Corporate Tax, Income Tax, Foreign Tax Credit, Tax Returns, Tax Advisory, Tax Accounting
Education
University of California, San Diego 2009 — 2013
B.S. Management Science
University of California, San Diego 2009 — 2014
Accounting Minor, Accounting
University of California, San Diego - The Rady School of Management 2009 — 2014
Business Minor, Finance Specialization
Temple City High School 2005 — 2009
OUM & Co. LLP August 2014 - Present
TGG Accounting January 2014 - April 2014
Citi July 2011 - April 2013
Muir College Center July 2010 - January 2011
Skills
Accounting, Stata, Derivatives, Economics, Capital Budgeting, Investments, Corporate Tax, Income Tax, Foreign Tax Credit, Tax Returns, Tax Advisory, Tax Accounting
Education
University of California, San Diego 2009 — 2013
B.S. Management Science
University of California, San Diego 2009 — 2014
Accounting Minor, Accounting
University of California, San Diego - The Rady School of Management 2009 — 2014
Business Minor, Finance Specialization
Temple City High School 2005 — 2009
Simon Duong, CPA Simon Duong, CPA's OUM & Co. LLP Experience September 2011 - October 2013
Job Senior Associate The Siegfried Group, LLP
Industry Accounting
Experience
The Siegfried Group July 2015 - Present
KPMG US October 2013 - June 2015
OUM & Co. LLP September 2011 - October 2013
Henry C. Levy & Company, CPAs and Consultants March 2008 - April 2011
Skills
Due Diligence, Start-ups, Accounting, Tax, Auditing, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Internal Audit, SEC filings, US GAAP, GAAP, Microsoft Excel, Microsoft Office, SEC Filings
Education
UC Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Economics
The Chinese University of Hong Kong 2010 — 2010
The Siegfried Group July 2015 - Present
KPMG US October 2013 - June 2015
OUM & Co. LLP September 2011 - October 2013
Henry C. Levy & Company, CPAs and Consultants March 2008 - April 2011
Skills
Due Diligence, Start-ups, Accounting, Tax, Auditing, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Internal Audit, SEC filings, US GAAP, GAAP, Microsoft Excel, Microsoft Office, SEC Filings
Education
UC Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Economics
The Chinese University of Hong Kong 2010 — 2010
Jennifer Scheele Jennifer Scheele's OUM & Co. LLP Experience November 2006 - July 2011
Job Tax Manager
Industry Accounting
Experience
Geltrude & Company December 2014 - Present
Ronald S. Litvak & Co. August 2011 - November 2014
OUM & Co. LLP November 2006 - July 2011
OUM & Co. LLP August 2000 - November 2006
US Army November 1996 - August 2004
Skills
ProSystem fx Tax, Tax Preparation, QuickBooks, Tax, Tax Returns, Corporate Tax, GAAP, Income Tax, Individual Returns, Accounting, Tax Research, Bookkeeping, Payroll Taxes, Financial Reporting, Auditing, Financial Statements, General Ledger, Accounts Payable, Financial Accounting, Sarbanes-Oxley Act, Tax Accounting, Partnership Taxation, High Net Worth..., S Corporations, Payroll, CCH ProSystem fx
Education
National University 2007 — 2009
Bachelor of Science (BS), Accounting
California State University-San Marcos 2005 — 2007
Transfer, Accounting
Geltrude & Company December 2014 - Present
Ronald S. Litvak & Co. August 2011 - November 2014
OUM & Co. LLP November 2006 - July 2011
OUM & Co. LLP August 2000 - November 2006
US Army November 1996 - August 2004
Skills
ProSystem fx Tax, Tax Preparation, QuickBooks, Tax, Tax Returns, Corporate Tax, GAAP, Income Tax, Individual Returns, Accounting, Tax Research, Bookkeeping, Payroll Taxes, Financial Reporting, Auditing, Financial Statements, General Ledger, Accounts Payable, Financial Accounting, Sarbanes-Oxley Act, Tax Accounting, Partnership Taxation, High Net Worth..., S Corporations, Payroll, CCH ProSystem fx
Education
National University 2007 — 2009
Bachelor of Science (BS), Accounting
California State University-San Marcos 2005 — 2007
Transfer, Accounting
Melissa Cafagna's OUM & Co. LLP Experience September 2014 - August 2015
Job Staff Accountant at Photogenics Media, LLC
Industry Accounting
Experience
Photogenics Media, LLC August 2015 - Present
OUM & Co. LLP September 2014 - August 2015
Stanislawski and Co January 2013 - April 2013
Jumpstart September 2010 - May 2012
Saint Mary's College of California 2011 - 2012
Skills
Financial Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Public Speaking, Event Planning, Microsoft Office, Social Media, Time Management, Research, Social Networking, Accounting, Facebook, Teamwork, Leadership
Education
Saint Mary's College of California 2009 — 2014
Bachelor of Science (BS), Accounting, 3.6
La Salle High School 2005 — 2009
Diploma
Photogenics Media, LLC August 2015 - Present
OUM & Co. LLP September 2014 - August 2015
Stanislawski and Co January 2013 - April 2013
Jumpstart September 2010 - May 2012
Saint Mary's College of California 2011 - 2012
Skills
Financial Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Public Speaking, Event Planning, Microsoft Office, Social Media, Time Management, Research, Social Networking, Accounting, Facebook, Teamwork, Leadership
Education
Saint Mary's College of California 2009 — 2014
Bachelor of Science (BS), Accounting, 3.6
La Salle High School 2005 — 2009
Diploma
Jill Bombarda Jill Bombarda's OUM & Co. LLP Experience September 2014 - May 2015
Job
Industry
Experience
OUM & Co. LLP September 2014 - May 2015
Sonic Automotive April 2011 - August 2014
Acura Of Serramonte December 2007 - April 2011
Regent Seven Seas Cruises 2004 - 2007
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Windows, QuickBooks, Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable
Education
Saint Mary's College of California 2014 — 2015
Master of Science (M.S.), Accounting
Polytechnic University of the Philippines 1997 — 2001
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management
OUM & Co. LLP September 2014 - May 2015
Sonic Automotive April 2011 - August 2014
Acura Of Serramonte December 2007 - April 2011
Regent Seven Seas Cruises 2004 - 2007
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Windows, QuickBooks, Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable
Education
Saint Mary's College of California 2014 — 2015
Master of Science (M.S.), Accounting
Polytechnic University of the Philippines 1997 — 2001
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management
Kelly McCann Kelly McCann's OUM & Co. LLP Experience December 2013 - May 2014
Job Financial Controller at Principle Power
Industry Accounting
Experience
Principle Power November 2014 - Present
Progistics Distribution June 2014 - October 2014
OUM & Co. LLP December 2013 - May 2014
OUM July 2010 - May 2014
Conco Cement July 2005 - January 2009
Claim Jumper Restaurants April 1998 - July 2002
Skills
Quickbooks, Bookkeeping, Reconciliation, Peachtree, Accounting, Financial Reporting, Microsoft Office, Crystal Reports, Tax, Sales Tax, Outlook, Excel, General Ledger, Accruals, Account Reconciliation, Fixed Assets, Financial Accounting, Accounts Payable, QuickBooks, Microsoft Excel, Auditing, Tax Research, Financial Statements, Payroll Taxes, Partnership Taxation
Education
California State University-East Bay 2007 — 2010
M.S Taxation, Taxation
California State University-Hayward 2007 — 2010
Master of Business Administration (M.B.A.), Accounting
California State University-East Bay 2005 — 2007
B.S, Business Administration with option in Accounting
Principle Power November 2014 - Present
Progistics Distribution June 2014 - October 2014
OUM & Co. LLP December 2013 - May 2014
OUM July 2010 - May 2014
Conco Cement July 2005 - January 2009
Claim Jumper Restaurants April 1998 - July 2002
Skills
Quickbooks, Bookkeeping, Reconciliation, Peachtree, Accounting, Financial Reporting, Microsoft Office, Crystal Reports, Tax, Sales Tax, Outlook, Excel, General Ledger, Accruals, Account Reconciliation, Fixed Assets, Financial Accounting, Accounts Payable, QuickBooks, Microsoft Excel, Auditing, Tax Research, Financial Statements, Payroll Taxes, Partnership Taxation
Education
California State University-East Bay 2007 — 2010
M.S Taxation, Taxation
California State University-Hayward 2007 — 2010
Master of Business Administration (M.B.A.), Accounting
California State University-East Bay 2005 — 2007
B.S, Business Administration with option in Accounting
Jennifer Wong, CPA's OUM & Co. LLP Experience January 2001 - Present
Job Tax Partner at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP January 2001 - Present
Skills
Pass-through Entities, FAS109, Tax-planning, C-Corp, S Corporations, Partnership Taxation, Trust Taxation, Business Tax Planning, Personal Tax Planning, Owner-managed businesses, Tax Advisory, US Tax
Education
Golden Gate University 1997 — 1999
Master of Science, Taxation
University of San Francisco 1987 — 1991
Bachelor of Science, Business Administration
OUM & Co. LLP January 2001 - Present
Skills
Pass-through Entities, FAS109, Tax-planning, C-Corp, S Corporations, Partnership Taxation, Trust Taxation, Business Tax Planning, Personal Tax Planning, Owner-managed businesses, Tax Advisory, US Tax
Education
Golden Gate University 1997 — 1999
Master of Science, Taxation
University of San Francisco 1987 — 1991
Bachelor of Science, Business Administration
Jennie Liang's OUM & Co. LLP Experience December 2007 - July 2008
Job Interim Tax Manager at GI Partners
Industry Financial Services
Experience
GI Partners August 2014 - Present
Pantheon Ventures July 2008 - November 2013
www.iTravelFun.com 2007 - 2009
OUM & Co. LLP December 2007 - July 2008
Deloitte Tax LLP December 2005 - December 2007
PricewaterhouseCoopers LLP January 2001 - December 2005
Skills
Private Equity, Partnership Taxation, Real Estate, Tax, Accounting, International Tax, Corporate Tax, Investments, Tax Law, Financial Services, Due Diligence, Hedge Funds, Internal Audit, Tax Accounting, US GAAP, Management
Education
Golden Gate University 2001 — 2005
Master, Taxation
Sonoma State University 1996 — 2000
Bachelor, Finance and Accounting
GI Partners August 2014 - Present
Pantheon Ventures July 2008 - November 2013
www.iTravelFun.com 2007 - 2009
OUM & Co. LLP December 2007 - July 2008
Deloitte Tax LLP December 2005 - December 2007
PricewaterhouseCoopers LLP January 2001 - December 2005
Skills
Private Equity, Partnership Taxation, Real Estate, Tax, Accounting, International Tax, Corporate Tax, Investments, Tax Law, Financial Services, Due Diligence, Hedge Funds, Internal Audit, Tax Accounting, US GAAP, Management
Education
Golden Gate University 2001 — 2005
Master, Taxation
Sonoma State University 1996 — 2000
Bachelor, Finance and Accounting
Jackie Ward's OUM & Co. LLP Experience March 2011 - December 2013
Job VP People Experience, USA
Industry Human Resources
Experience
Xero January 2014 - Present
OUM & Co. LLP March 2011 - December 2013
Digg March 2010 - March 2011
PlanetOut Inc March 2008 - January 2010
MarkMonitor March 2007 - February 2008
PlanetOut Inc June 2005 - March 2007
ThinkHR October 2004 - June 2005
BDO Stoy Hayward February 1998 - July 2004
Emap Consumer Magazines 1996 - 1998
Skills
Employee Relations, Performance Management, Employee Engagement, Policy, Change Management, HR Operations, Compensation & Benefit, Graduate Recruitment, Communication, HRIS, Strategic HR, Team Management, Team Building, Personnel Management, Human Resources, Mergers & Acquisitions, Payroll, Deferred Compensation, Sourcing, Onboarding, Recruiting, Strategy, Employee Benefits, Management, HR Consulting, Leadership, Organizational Design, Benefits Administration, Start-ups, Labor Relations, Employment Law, New Hire Orientations, Outsourcing, Temporary Placement, HR Policies, Compensation & Benefits
Education
Royal Holloway, U. of London 1983 — 1985
BA Hons, German
Stratford Upon Avon High School
"A" Levels, German, English, Sociology
Xero January 2014 - Present
OUM & Co. LLP March 2011 - December 2013
Digg March 2010 - March 2011
PlanetOut Inc March 2008 - January 2010
MarkMonitor March 2007 - February 2008
PlanetOut Inc June 2005 - March 2007
ThinkHR October 2004 - June 2005
BDO Stoy Hayward February 1998 - July 2004
Emap Consumer Magazines 1996 - 1998
Skills
Employee Relations, Performance Management, Employee Engagement, Policy, Change Management, HR Operations, Compensation & Benefit, Graduate Recruitment, Communication, HRIS, Strategic HR, Team Management, Team Building, Personnel Management, Human Resources, Mergers & Acquisitions, Payroll, Deferred Compensation, Sourcing, Onboarding, Recruiting, Strategy, Employee Benefits, Management, HR Consulting, Leadership, Organizational Design, Benefits Administration, Start-ups, Labor Relations, Employment Law, New Hire Orientations, Outsourcing, Temporary Placement, HR Policies, Compensation & Benefits
Education
Royal Holloway, U. of London 1983 — 1985
BA Hons, German
Stratford Upon Avon High School
"A" Levels, German, English, Sociology
Darwin Pangilinan, CPA's OUM & Co. LLP Experience October 2010 - Present
Job Audit Senior Manager at OUM
Industry Accounting
Experience
OUM & Co. LLP October 2010 - Present
Ernst & Young January 2005 - October 2010
Skills
Revenue Recognition, SEC filings, CPA, Accounting, Assurance, Sarbanes-Oxley Act, Auditing
Education
Golden Gate University
The University of British Columbia
OUM & Co. LLP October 2010 - Present
Ernst & Young January 2005 - October 2010
Skills
Revenue Recognition, SEC filings, CPA, Accounting, Assurance, Sarbanes-Oxley Act, Auditing
Education
Golden Gate University
The University of British Columbia
Craig Tatlonghari's OUM & Co. LLP Experience March 2013 - Present
Job Tax Partner at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP March 2013 - Present
CT Tax Consulting, Inc. March 2012 - March 2013
Ernst & Young September 2005 - February 2012
Knight-Ridder, Inc. February 2002 - September 2005
Ernst & Young September 1995 - February 2002
California Franchise Tax Board July 1994 - September 1995
Skills
CPA, Tax Research, Corporate Tax, Tax Accounting, US Tax, FAS 5, Tax Advisory, State Tax, Income Tax, Tax, International Tax, Accounting, Auditing, FIN 48, US GAAP
Education
San Jose State University 1989 — 1994
BS
OUM & Co. LLP March 2013 - Present
CT Tax Consulting, Inc. March 2012 - March 2013
Ernst & Young September 2005 - February 2012
Knight-Ridder, Inc. February 2002 - September 2005
Ernst & Young September 1995 - February 2002
California Franchise Tax Board July 1994 - September 1995
Skills
CPA, Tax Research, Corporate Tax, Tax Accounting, US Tax, FAS 5, Tax Advisory, State Tax, Income Tax, Tax, International Tax, Accounting, Auditing, FIN 48, US GAAP
Education
San Jose State University 1989 — 1994
BS
Manjit Deol, CPA's OUM & Co. LLP Experience October 2009 - June 2013
Job Social and Marketing Controller at StubHub
Industry Accounting
Experience
StubHub Finance & Compliance ManagerSingulexJune 2013 - October 2014
OUM & Co. LLP October 2009 - June 2013
OUM & Co. LLP October 2007 - September 2009
OUM & Co. LLP June 2005 - October 2007
R.J. Ricciardi, Inc. Certified Public Accountants December 2004 - May 2005
Skills
Full-Charge Accounting, GAAP, Sarbanes-Oxley, US Tax Laws, Financial Reporting, Accounting Processes, Accounting Procedures, Financial Statement..., Financial Statement..., Financial Statement..., Audit Planning, Audit Execution, Audit Findings, Problem Resolution, Financial Systems, Financial Processes, Financial Procedures, Internal Controls, Financial Principals, Financial Practices, Financial Laws, Financial Regulations, Organization, Prioritization, Auditing, SEC filings, Forecasting, Financial Audits, Revenue Recognition, Financial Statements, Accounting, Finance
Education
California State University-Hayward - School of Business and Economics 2001 — 2003
MBA, Accounting
University of California, Davis 1995 — 1999
Bachelor of Science, Environmental Biology & Management
StubHub Finance & Compliance ManagerSingulexJune 2013 - October 2014
OUM & Co. LLP October 2009 - June 2013
OUM & Co. LLP October 2007 - September 2009
OUM & Co. LLP June 2005 - October 2007
R.J. Ricciardi, Inc. Certified Public Accountants December 2004 - May 2005
Skills
Full-Charge Accounting, GAAP, Sarbanes-Oxley, US Tax Laws, Financial Reporting, Accounting Processes, Accounting Procedures, Financial Statement..., Financial Statement..., Financial Statement..., Audit Planning, Audit Execution, Audit Findings, Problem Resolution, Financial Systems, Financial Processes, Financial Procedures, Internal Controls, Financial Principals, Financial Practices, Financial Laws, Financial Regulations, Organization, Prioritization, Auditing, SEC filings, Forecasting, Financial Audits, Revenue Recognition, Financial Statements, Accounting, Finance
Education
California State University-Hayward - School of Business and Economics 2001 — 2003
MBA, Accounting
University of California, Davis 1995 — 1999
Bachelor of Science, Environmental Biology & Management
Kelly Hom's OUM & Co. LLP Experience October 2013 - Present
Job Senior Tax Accountant, CPA
Industry Accounting
Experience
OUM & Co. LLP October 2013 - Present
OUM & Co. LLP July 2011 - September 2013
Cal Poly State University September 2010 - June 2011
Volunteer Income Tax Assistance Program (VITA) January 2011 - March 2011
City College of San Francisco, Extended Opportunities Programs & Services January 2008 - May 2009
Skills
Income Tax, Partnership Taxation, S Corporations, Individual Returns, Tax, QuickBooks, Tax Preparation, Microsoft Excel, US GAAP, Financial Accounting, PowerPoint, GAAP, People Skills, Financial Reporting, Accounting, Corporate Tax, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
B.S., Business Administration, Concentration in Accounting, 3.9/4.0
City College of San Francisco 2007 — 2009
Business Administration, 4.0/4.0
OUM & Co. LLP October 2013 - Present
OUM & Co. LLP July 2011 - September 2013
Cal Poly State University September 2010 - June 2011
Volunteer Income Tax Assistance Program (VITA) January 2011 - March 2011
City College of San Francisco, Extended Opportunities Programs & Services January 2008 - May 2009
Skills
Income Tax, Partnership Taxation, S Corporations, Individual Returns, Tax, QuickBooks, Tax Preparation, Microsoft Excel, US GAAP, Financial Accounting, PowerPoint, GAAP, People Skills, Financial Reporting, Accounting, Corporate Tax, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
B.S., Business Administration, Concentration in Accounting, 3.9/4.0
City College of San Francisco 2007 — 2009
Business Administration, 4.0/4.0
Cali Richter, CPA's OUM & Co. LLP Experience September 2007 - Present
Job Tax Manager at OUM & CO, LLP
Industry Accounting
Experience
OUM & Co. LLP September 2007 - Present
Skills
US Tax, Tax Preparation, Partnership Taxation, Accounting, Corporate Tax, S Corporations, Tax Returns
Education
University of California, Berkeley, Haas School of Business 2003 — 2007
BS, Business Administration
OUM & Co. LLP September 2007 - Present
Skills
US Tax, Tax Preparation, Partnership Taxation, Accounting, Corporate Tax, S Corporations, Tax Returns
Education
University of California, Berkeley, Haas School of Business 2003 — 2007
BS, Business Administration
Jason Tharp's OUM & Co. LLP Experience January 2015 - Present
Job Audit Staff at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP January 2015 - Present
San Francisco State University January 2014 - December 2014
Cisco Systems January 2012 - May 2012
UC Santa Cruz September 2011 - March 2012
NASA Ames Research Center July 2011 - September 2011
Skills
Auditing, Accounting, Data Analysis, Research, Microsoft Excel
Education
San Francisco State University 2013 — 2014
Master of Science (MS), Accountancy
University of California, Santa Cruz 2008 — 2012
Bachelor of Science (BS), Cognitive Science
Berkeley High School 2004 — 2008
OUM & Co. LLP January 2015 - Present
San Francisco State University January 2014 - December 2014
Cisco Systems January 2012 - May 2012
UC Santa Cruz September 2011 - March 2012
NASA Ames Research Center July 2011 - September 2011
Skills
Auditing, Accounting, Data Analysis, Research, Microsoft Excel
Education
San Francisco State University 2013 — 2014
Master of Science (MS), Accountancy
University of California, Santa Cruz 2008 — 2012
Bachelor of Science (BS), Cognitive Science
Berkeley High School 2004 — 2008
Emily Shi, CPA's OUM & Co. LLP Experience March 2007 - Present
Job Audit Supervisor at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP March 2007 - Present
Chek Tan & Company November 2004 - March 2007
Education
San Francisco State University, College of Business 2001 — 2004
MS, Business Administration with concentration in Accounting
Fujian Normal University
B.S., Mathematics
OUM & Co. LLP March 2007 - Present
Chek Tan & Company November 2004 - March 2007
Education
San Francisco State University, College of Business 2001 — 2004
MS, Business Administration with concentration in Accounting
Fujian Normal University
B.S., Mathematics
Marit Campbell's OUM & Co. LLP Experience January 2008 - August 2012
Job Tax Manager at CEA LLP
Industry Accounting
Experience
CEA LLP January 2013 - Present
OUM & Co. LLP January 2008 - August 2012
Skills
Tax, ProSystem fx Tax
Education
San Diego State University-California State University
BS in Accounting, Accounting
CEA LLP January 2013 - Present
OUM & Co. LLP January 2008 - August 2012
Skills
Tax, ProSystem fx Tax
Education
San Diego State University-California State University
BS in Accounting, Accounting
Fangzhou Zhu CPA's OUM & Co. LLP Experience October 2014 - Present
Job CPA
Industry Accounting
Experience
OUM & Co. LLP October 2014 - Present
OUM & Co. LLP August 2013 - September 2014
Hoberman, Goldstein & Lesser December 2010 - August 2013
Empire State Development Corporation October 2010 - December 2010
PricewaterhouseCoopers December 2009 - January 2010
SHINEWING (HK) CPA June 2009 - July 2009
Skills
Quickbooks, ProSystem Engagement, ProSystem Tax, Quicken, US GAAP, Tax, QuickBooks, Sarbanes-Oxley Act, GAAP, Tax Preparation, Financial Accounting, Accounting, Auditing, Financial Statements, Financial Risk, SEC filings, SEC Filings
Education
University of Wisconsin-Madison - School of Business 2008 — 2010
Master, Accounting, GPA: 3.95
East China University of Science and Technology 2004 — 2008
BA, Public Administration
Caihong High School
OUM & Co. LLP October 2014 - Present
OUM & Co. LLP August 2013 - September 2014
Hoberman, Goldstein & Lesser December 2010 - August 2013
Empire State Development Corporation October 2010 - December 2010
PricewaterhouseCoopers December 2009 - January 2010
SHINEWING (HK) CPA June 2009 - July 2009
Skills
Quickbooks, ProSystem Engagement, ProSystem Tax, Quicken, US GAAP, Tax, QuickBooks, Sarbanes-Oxley Act, GAAP, Tax Preparation, Financial Accounting, Accounting, Auditing, Financial Statements, Financial Risk, SEC filings, SEC Filings
Education
University of Wisconsin-Madison - School of Business 2008 — 2010
Master, Accounting, GPA: 3.95
East China University of Science and Technology 2004 — 2008
BA, Public Administration
Caihong High School
Valerie Tieu's OUM & Co. LLP Experience December 2014 - Present
Job Administrative Assistant at OUM & Co. LLP
Industry Management Consulting
Experience
OUM & Co. LLP December 2014 - Present
Milk & Honey LLC November 2011 - December 2014
Noriega Dental April 2009 - December 2014
American Eagle Outfitters November 2006 - August 2008
Skills
PowerPoint, Customer Service, Microsoft Word, Social Networking, Microsoft Office, Event Planning, Sales, Time Management, Data Entry, Fundraising, Merchandising, Research, Facebook, Photoshop, Team Management, Team Building, Business Development, Multi Tasking
Education
San Francisco State University, College of Business 2008 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Skyline College 2009 — 2011
OUM & Co. LLP December 2014 - Present
Milk & Honey LLC November 2011 - December 2014
Noriega Dental April 2009 - December 2014
American Eagle Outfitters November 2006 - August 2008
Skills
PowerPoint, Customer Service, Microsoft Word, Social Networking, Microsoft Office, Event Planning, Sales, Time Management, Data Entry, Fundraising, Merchandising, Research, Facebook, Photoshop, Team Management, Team Building, Business Development, Multi Tasking
Education
San Francisco State University, College of Business 2008 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Skyline College 2009 — 2011
Robin La Belle's OUM & Co. LLP Experience 1997 - 1998
Job Certified Public Accountant at Wilson, Markle, Stuckey, Hardesty & Bott, LLP
Industry Accounting
Experience
Wilson, Markle, Stuckey, Hardesty & Bott, LLP 2011 - Present
G. Turner & Associates 2009 - Present
Steven Kornetsky & Associates 1999 - 2009
OUM & Co. LLP 1997 - 1998
Harb, Levy & Weiland LLP 1996 - 1997
Skills
CPA, Tax Preparation
Education
Michigan State University
Bachelor of Arts (B.A.), Humanities
San Francisco State University
Master of Business Administration (M.B.A.), Accounting
University of Michigan
Master's degree, Library Science
Wilson, Markle, Stuckey, Hardesty & Bott, LLP 2011 - Present
G. Turner & Associates 2009 - Present
Steven Kornetsky & Associates 1999 - 2009
OUM & Co. LLP 1997 - 1998
Harb, Levy & Weiland LLP 1996 - 1997
Skills
CPA, Tax Preparation
Education
Michigan State University
Bachelor of Arts (B.A.), Humanities
San Francisco State University
Master of Business Administration (M.B.A.), Accounting
University of Michigan
Master's degree, Library Science