Perry-Smith LLP
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Perry-Smith LLP Employees
Employee
Years
Job
Industry
Melissa Anne Lyons Melissa Anne Lyons's Perry-Smith LLP Experience July 2007 - December 2007
Job Senior Auditor at AT&T
Industry Telecommunications
Experience
AT&T November 2012 - Present
Kinetic Concepts January 2008 - October 2012
Perry-Smith LLP July 2007 - December 2007
Grant Thornton August 2006 - June 2007
Skills
Six Sigma Yellow Belt..., CIA Candidate, Sarbanes-Oxley Act, Manufacturing, Fraud, Oracle, Non-profits, Business Objects, Software, Oracle Discoverer, Savings, Auditing, Accounting, Internal Controls, Internal Audit, Financial Reporting, Financial Accounting, Sarbanes-Oxley, Financial Analysis, General Ledger, SEC filings, US GAAP, External Audit, GAAP, Management, Process Improvement
Education
Loyola University New Orleans 2002 — 2006
Bachelor of Accountancy, Accounting
AT&T November 2012 - Present
Kinetic Concepts January 2008 - October 2012
Perry-Smith LLP July 2007 - December 2007
Grant Thornton August 2006 - June 2007
Skills
Six Sigma Yellow Belt..., CIA Candidate, Sarbanes-Oxley Act, Manufacturing, Fraud, Oracle, Non-profits, Business Objects, Software, Oracle Discoverer, Savings, Auditing, Accounting, Internal Controls, Internal Audit, Financial Reporting, Financial Accounting, Sarbanes-Oxley, Financial Analysis, General Ledger, SEC filings, US GAAP, External Audit, GAAP, Management, Process Improvement
Education
Loyola University New Orleans 2002 — 2006
Bachelor of Accountancy, Accounting
Julie Blackketter Julie Blackketter's Perry-Smith LLP Experience August 2010 - Present
Job Senior Accountant at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP August 2012 - Present
Perry Smith LLP August 2010 - Present
Skills
Accounting, Financial Accounting, GAAP, Internal Controls, Financial Analysis, US GAAP
Education
Sonoma State University 2008 — 2010
Bachelor of Science (B.S.), Business Administration/Accounting
Sierra College 2006 — 2008
Associate's degree, Business Administration and Management, General
Crowe Horwath LLP August 2012 - Present
Perry Smith LLP August 2010 - Present
Skills
Accounting, Financial Accounting, GAAP, Internal Controls, Financial Analysis, US GAAP
Education
Sonoma State University 2008 — 2010
Bachelor of Science (B.S.), Business Administration/Accounting
Sierra College 2006 — 2008
Associate's degree, Business Administration and Management, General
Katie McConnell, CPA Katie McConnell, CPA's Perry-Smith LLP Experience June 2010 - February 2011
Job Director of Recruitment and Development at GALLINA LLP
Industry Accounting
Experience
GALLINA LLP September 2013 - Present
Arts & Business Council of Sacramento May 2014 - August 2015
Greater Sacramento Area Economic Council (Formerly SACTO) July 2011 - August 2015
metroEDGE December 2011 - December 2013
Robert Half Finance & Accounting January 2013 - August 2013
Clair Pringle & Associates LLP February 2011 - December 2012
metroEDGE July 2009 - December 2011
Perry-Smith LLP June 2010 - February 2011
Perry-Smith LLP June 2009 - June 2010
Perry-Smith LLP January 2008 - June 2009
Skills
Tax, Stock Compensation, Inventory Accounting, Non-profits, Bookkeeping, Accounting, Financial Reporting, Auditing, SEC filings, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, Internal Audit, GAAP, Budgets, QuickBooks, CPA, Financial Statements, General Ledger, Income Tax, Finance, IFRS, Financial Audits, Accounts Payable, Accounts Receivable, Nonprofits, Tax Preparation, Cash Flow, US GAAP, Corporate Tax, Revenue Recognition, Assurance, Mergers & Acquisitions, Due Diligence, External Audit, Cost Accounting, Sarbanes-Oxley, Variance Analysis, Tax Returns, Tax Accounting, Big 4, Account Reconciliation, Fixed Assets, Leadership, Accruals, Strategic Financial..., Managerial Finance, Consolidation, Cash Management
Education
California State University-Sacramento 2005 — 2006
BS - Business, Accountancy
Sierra Community College 2003 — 2004
AA; AS, Liberal Arts; Natural Science
GALLINA LLP September 2013 - Present
Arts & Business Council of Sacramento May 2014 - August 2015
Greater Sacramento Area Economic Council (Formerly SACTO) July 2011 - August 2015
metroEDGE December 2011 - December 2013
Robert Half Finance & Accounting January 2013 - August 2013
Clair Pringle & Associates LLP February 2011 - December 2012
metroEDGE July 2009 - December 2011
Perry-Smith LLP June 2010 - February 2011
Perry-Smith LLP June 2009 - June 2010
Perry-Smith LLP January 2008 - June 2009
Skills
Tax, Stock Compensation, Inventory Accounting, Non-profits, Bookkeeping, Accounting, Financial Reporting, Auditing, SEC filings, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, Internal Audit, GAAP, Budgets, QuickBooks, CPA, Financial Statements, General Ledger, Income Tax, Finance, IFRS, Financial Audits, Accounts Payable, Accounts Receivable, Nonprofits, Tax Preparation, Cash Flow, US GAAP, Corporate Tax, Revenue Recognition, Assurance, Mergers & Acquisitions, Due Diligence, External Audit, Cost Accounting, Sarbanes-Oxley, Variance Analysis, Tax Returns, Tax Accounting, Big 4, Account Reconciliation, Fixed Assets, Leadership, Accruals, Strategic Financial..., Managerial Finance, Consolidation, Cash Management
Education
California State University-Sacramento 2005 — 2006
BS - Business, Accountancy
Sierra Community College 2003 — 2004
AA; AS, Liberal Arts; Natural Science
Rachael Guinto Rachael Guinto's Perry-Smith LLP Experience July 2009 - April 2010
Job Research Assistant at Ascend Capital
Industry Financial Services
Experience
Ascend Capital February 2011 - Present
Ascend Capital April 2010 - March 2011
Perry-Smith LLP July 2009 - April 2010
Heidrick & Struggles September 2007 - May 2009
Oakland Raiders April 2004 - April 2008
Skills
Microsoft Excel, Microsoft Office, Outlook, Marketing, Administrative..., PowerPoint, Interviews, Event Planning, Advertising, Research, Management, Social Media, Business Development, Salesforce.com
Education
California State University-East Bay 2004 — 2006
BA, Mass Communication
Ascend Capital February 2011 - Present
Ascend Capital April 2010 - March 2011
Perry-Smith LLP July 2009 - April 2010
Heidrick & Struggles September 2007 - May 2009
Oakland Raiders April 2004 - April 2008
Skills
Microsoft Excel, Microsoft Office, Outlook, Marketing, Administrative..., PowerPoint, Interviews, Event Planning, Advertising, Research, Management, Social Media, Business Development, Salesforce.com
Education
California State University-East Bay 2004 — 2006
BA, Mass Communication
Barbara Flanigan Barbara Flanigan's Perry-Smith LLP Experience 1984 - 1989
Job Owner, flanigan & company
Industry Accounting
Experience
Flanigan & Company 1989 - Present
Perry-Smith LLP 1984 - 1989
Skills
Income Tax, Tax Returns, Small Business, Trusts, Accounting, Tax, Tax Preparation, Estate Planning, IRS, Financial Planners, Auditing, Partnership Taxation, Financial Reporting
Education
San Diego State University-California State University
Flanigan & Company 1989 - Present
Perry-Smith LLP 1984 - 1989
Skills
Income Tax, Tax Returns, Small Business, Trusts, Accounting, Tax, Tax Preparation, Estate Planning, IRS, Financial Planners, Auditing, Partnership Taxation, Financial Reporting
Education
San Diego State University-California State University
Jaclyn Sigerson Jaclyn Sigerson's Perry-Smith LLP Experience August 2009 - June 2011
Job Internal Audit Senior at Arthur J. Gallagher & Co.
Industry Pharmaceuticals
Experience
Arthur J. Gallagher & Co. January 2014 - Present
CVS Caremark Corporation July 2011 - January 2014
Perry-Smith LLP August 2009 - June 2011
Perry-Smith LLP July 2008 - August 2008
Skills
Internal Controls, Sarbanes-Oxley Act, GAAP, Internal Audit, SEC filings, Public Sector Accounting, Analytics, Sarbanes-Oxley, Auditing, Compliance, Variance Analysis, Financial Statements, US GAAP
Education
CSU Sacramento 2005 — 2009
Bachelor of Science (BS), Accounting
Oak Ridge High School
Arthur J. Gallagher & Co. January 2014 - Present
CVS Caremark Corporation July 2011 - January 2014
Perry-Smith LLP August 2009 - June 2011
Perry-Smith LLP July 2008 - August 2008
Skills
Internal Controls, Sarbanes-Oxley Act, GAAP, Internal Audit, SEC filings, Public Sector Accounting, Analytics, Sarbanes-Oxley, Auditing, Compliance, Variance Analysis, Financial Statements, US GAAP
Education
CSU Sacramento 2005 — 2009
Bachelor of Science (BS), Accounting
Oak Ridge High School
Candice Northam Candice Northam's Perry-Smith LLP Experience August 2004 - May 2007
Job Controller at Quality Telecom Consultants, Inc.
Industry Accounting
Experience
Quality Telecom Consultants, Inc. June 2014 - Present
Self-employed October 2013 - Present
Liberty Home Equity Solutions October 2012 - September 2013
Financial Pacific Insurance. A Member of the United Fire Group May 2007 - September 2012
Perry-Smith LLP August 2004 - May 2007
Skills
Financial Accounting, Accounting, Full-Charge Bookkeeping, CPA, Office Administration, Microsoft Excel, Access, QuickBooks, Office 365, Turbo Tax, TaxAct, AS400 system, Oracle, Microsoft Dynamics, Paychex, ADP Payroll, Quicken, Financial Reporting, Accounts Payable, Accounts Receivable, Notary Public, Tax Returns, PowerPoint, Microsoft Word, Start-ups, Entrepreneurship, Chart of Accounts, Cash Flow, Cash Management, Account Reconciliation, Bank Reconciliation, Management
Education
California State University-Sacramento 2002 — 2004
Bachelor of Science (BS), Accounting
Quality Telecom Consultants, Inc. June 2014 - Present
Self-employed October 2013 - Present
Liberty Home Equity Solutions October 2012 - September 2013
Financial Pacific Insurance. A Member of the United Fire Group May 2007 - September 2012
Perry-Smith LLP August 2004 - May 2007
Skills
Financial Accounting, Accounting, Full-Charge Bookkeeping, CPA, Office Administration, Microsoft Excel, Access, QuickBooks, Office 365, Turbo Tax, TaxAct, AS400 system, Oracle, Microsoft Dynamics, Paychex, ADP Payroll, Quicken, Financial Reporting, Accounts Payable, Accounts Receivable, Notary Public, Tax Returns, PowerPoint, Microsoft Word, Start-ups, Entrepreneurship, Chart of Accounts, Cash Flow, Cash Management, Account Reconciliation, Bank Reconciliation, Management
Education
California State University-Sacramento 2002 — 2004
Bachelor of Science (BS), Accounting
Elisha Choi-Panadero, CPA's Perry-Smith LLP Experience September 2007 - July 2010
Job Sr. Group Accountant at Sutter Health
Industry Accounting
Experience
Sutter Health October 2014 - Present
Xerox Services May 2012 - June 2013
Plum Healthcare Group, LLC August 2010 - November 2011
Perry-Smith LLP September 2007 - July 2010
Franklin Templeton Investments July 2002 - February 2007
Skills
Monthly Reporting, Budget Analysis, Revenue Forecasting, Year End Close, Excel, Financial Accounting, Year-end Close, Accounting, Microsoft Excel, Financial Statements, Auditing, Financial Reporting, Budgets, General Ledger, Financial Analysis, Finance, Tax, Data Analysis, Journal Entries, Analysis
Education
University of California, Davis - Graduate School of Management 2011 — 2014
Master of Business Administration (MBA), Finance / Accounting
Marian University 2001 — 2002
BS, Accounting
Sutter Health October 2014 - Present
Xerox Services May 2012 - June 2013
Plum Healthcare Group, LLC August 2010 - November 2011
Perry-Smith LLP September 2007 - July 2010
Franklin Templeton Investments July 2002 - February 2007
Skills
Monthly Reporting, Budget Analysis, Revenue Forecasting, Year End Close, Excel, Financial Accounting, Year-end Close, Accounting, Microsoft Excel, Financial Statements, Auditing, Financial Reporting, Budgets, General Ledger, Financial Analysis, Finance, Tax, Data Analysis, Journal Entries, Analysis
Education
University of California, Davis - Graduate School of Management 2011 — 2014
Master of Business Administration (MBA), Finance / Accounting
Marian University 2001 — 2002
BS, Accounting
Courtney Grixti's Perry-Smith LLP Experience July 2011 - August 2011
Job Senior Staff Auditor at DZH Phillips LLP
Industry Accounting
Experience
DZH Phillips LLP January 2014 - Present
Crowe Horwath January 2012 - January 2014
American Wealth Management June 2010 - December 2011
Perry-Smith LLP July 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Administrative Duties, Answering Phones, Excel, Lotus Notes, Monarch, QuickBooks, Caseware, Bookkeeping, Telephone Skills, Financial Statements, Accounting, Administrative Work, Microsoft Excel, Analysis, Internal Controls, Auditing
Education
Sonoma State University 2007 — 2011
Bachelor of Science, Business Administration with Accounting and Finance
DZH Phillips LLP January 2014 - Present
Crowe Horwath January 2012 - January 2014
American Wealth Management June 2010 - December 2011
Perry-Smith LLP July 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Administrative Duties, Answering Phones, Excel, Lotus Notes, Monarch, QuickBooks, Caseware, Bookkeeping, Telephone Skills, Financial Statements, Accounting, Administrative Work, Microsoft Excel, Analysis, Internal Controls, Auditing
Education
Sonoma State University 2007 — 2011
Bachelor of Science, Business Administration with Accounting and Finance
Nathan Black Nathan Black's Perry-Smith LLP Experience August 2005 - July 2007
Job AuditorController of Sutter County
Industry Accounting
Experience
Sutter County October 2014 - Present
Yuba Community College District January 2014 - Present
Matson and Isom January 2013 - September 2014
The Chevo Foundation August 2012 - January 2014
Sacramento History Foundation August 2010 - January 2014
Clair Pringle & Associates LLP April 2012 - December 2012
Wallace & Associates November 2009 - April 2012
Rotary Sacramento 2010 - 2012
KPMG Peat Marwick August 2007 - April 2009
Perry-Smith LLP August 2005 - July 2007
Skills
Accounting, CPA, Internal Controls, Partnership Taxation, Tax, Corporate Tax, Income Tax, Tax Preparation, QuickBooks, Tax Accounting, Tax Research, Financial Analysis, Financial Accounting, US GAAP, Auditing, Business Tax Planning, Financial Statements, Estate Planning, Tax Returns, Forensic Accounting, Business Valuation
Education
CSU Sacramento 2011 — 2013
Master of Science - Accountancy, Accounting
California Polytechnic State University-San Luis Obispo 2001 — 2005
Undergraduate, Business - Accounting
Casa Roble High School 1997 — 2001
High School Diploma, Fundamental
Sutter County October 2014 - Present
Yuba Community College District January 2014 - Present
Matson and Isom January 2013 - September 2014
The Chevo Foundation August 2012 - January 2014
Sacramento History Foundation August 2010 - January 2014
Clair Pringle & Associates LLP April 2012 - December 2012
Wallace & Associates November 2009 - April 2012
Rotary Sacramento 2010 - 2012
KPMG Peat Marwick August 2007 - April 2009
Perry-Smith LLP August 2005 - July 2007
Skills
Accounting, CPA, Internal Controls, Partnership Taxation, Tax, Corporate Tax, Income Tax, Tax Preparation, QuickBooks, Tax Accounting, Tax Research, Financial Analysis, Financial Accounting, US GAAP, Auditing, Business Tax Planning, Financial Statements, Estate Planning, Tax Returns, Forensic Accounting, Business Valuation
Education
CSU Sacramento 2011 — 2013
Master of Science - Accountancy, Accounting
California Polytechnic State University-San Luis Obispo 2001 — 2005
Undergraduate, Business - Accounting
Casa Roble High School 1997 — 2001
High School Diploma, Fundamental
Cathy Chea's Perry-Smith LLP Experience August 2005 - November 2007
Job Transportation Planner
Industry Architecture & Planning
Experience
IBI Group September 2014 - Present
Long Beach Transit September 2013 - July 2014
City of Sacramento July 2013 - September 2013
Bio-Rad Laboratories January 2011 - August 2012
Bio-Rad Laboratories April 2008 - January 2011
Perry Smith LLP August 2005 - November 2007
Skills
Financial Analysis, Financial Reporting, SEC filings, Auditing, GAAP, Transportation Planning, Data Analysis, Community Development, Land Use Planning, Zoning, Economic Development, Financial Statement..., SOX, Financial Accounting, Financial Statements, Urban Planning, Urban Design, ArcGIS, Transportation Finance, SPSS, SketchUp, Variance Analysis
Education
UC Irvine
Master's degree, Urban and Regional Planning
UCLA
Bachelor of Arts, Psychology, Accounting
IBI Group September 2014 - Present
Long Beach Transit September 2013 - July 2014
City of Sacramento July 2013 - September 2013
Bio-Rad Laboratories January 2011 - August 2012
Bio-Rad Laboratories April 2008 - January 2011
Perry Smith LLP August 2005 - November 2007
Skills
Financial Analysis, Financial Reporting, SEC filings, Auditing, GAAP, Transportation Planning, Data Analysis, Community Development, Land Use Planning, Zoning, Economic Development, Financial Statement..., SOX, Financial Accounting, Financial Statements, Urban Planning, Urban Design, ArcGIS, Transportation Finance, SPSS, SketchUp, Variance Analysis
Education
UC Irvine
Master's degree, Urban and Regional Planning
UCLA
Bachelor of Arts, Psychology, Accounting
Eloisa Naven, CPA Eloisa Naven, CPA's Perry-Smith LLP Experience August 1997 - October 1998
Job Senior Accounting Analyst at FreeportMcMoRan Copper and Gold
Industry Mining & Metals
Experience
Freeport-McMoRan Copper and Gold June 2007 - Present
Matson Navigation 2005 - 2007
Oracle Corporation 2002 - 2004
Agilent Technologies 1999 - 2002
Perry-Smith LLP August 1997 - October 1998
Skills
Sarbanes-Oxley Act, Internal Controls, Forecasting, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Internal Audit, External Audit, Accounts Payable, Account Reconciliation, US GAAP, General Ledger, Business Contingency..., Budget Process, Oracle Applications, Hyperion Enterprise, SAP, Financial Variance..., Fixed Assets, Accounts Rec, Inventory Analysis, Physical Inventory, Business Process..., Consolidation, Accounting, Cost Accounting
Education
California State University-Sacramento 1991 — 1997
B.S., Accountancy, Magna Cum Laude
Glendale Community College 1986 — 1990
Associate of Arts (AA), Business Administration and Management, General
Freeport-McMoRan Copper and Gold June 2007 - Present
Matson Navigation 2005 - 2007
Oracle Corporation 2002 - 2004
Agilent Technologies 1999 - 2002
Perry-Smith LLP August 1997 - October 1998
Skills
Sarbanes-Oxley Act, Internal Controls, Forecasting, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Internal Audit, External Audit, Accounts Payable, Account Reconciliation, US GAAP, General Ledger, Business Contingency..., Budget Process, Oracle Applications, Hyperion Enterprise, SAP, Financial Variance..., Fixed Assets, Accounts Rec, Inventory Analysis, Physical Inventory, Business Process..., Consolidation, Accounting, Cost Accounting
Education
California State University-Sacramento 1991 — 1997
B.S., Accountancy, Magna Cum Laude
Glendale Community College 1986 — 1990
Associate of Arts (AA), Business Administration and Management, General
Kurt Heisinger Kurt Heisinger's Perry-Smith LLP Experience June 1990 - July 1993
Job Business Professor at Sierra College
Industry Higher Education
Experience
Sierra College August 1997 - Present
Sierra College June 2008 - December 2008
UC Davis Graduate School of Management June 1996 - August 2004
American River College June 1994 - December 1996
Perry-Smith LLP June 1990 - July 1993
Ernst & Young June 1987 - May 1990
Education
University of California, Davis 1993 — 1995
Master of Business Administration (MBA), Accounting and Finance
California Polytechnic State University-San Luis Obispo 1981 — 1986
Bachelor of Business Administration (BBA), Accounting
Sierra College August 1997 - Present
Sierra College June 2008 - December 2008
UC Davis Graduate School of Management June 1996 - August 2004
American River College June 1994 - December 1996
Perry-Smith LLP June 1990 - July 1993
Ernst & Young June 1987 - May 1990
Education
University of California, Davis 1993 — 1995
Master of Business Administration (MBA), Accounting and Finance
California Polytechnic State University-San Luis Obispo 1981 — 1986
Bachelor of Business Administration (BBA), Accounting
Dmitri Alexeev Dmitri Alexeev's Perry-Smith LLP Experience March 2011 - October 2011
Job Senior Manager at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP June 2015 - Present
Moss Adams LLP December 2013 - April 2015
Crowe Horwath LLP November 2011 - October 2013
Perry-Smith LLP March 2011 - October 2011
Perry-Smith LLP January 2006 - October 2011
Deloitte Tax LLP September 2004 - January 2006
Deloitte Tax LLP May 2002 - September 2004
Arthur Andersen LLP September 2001 - May 2002
Arthur Andersen LLP January 1998 - September 2001
Sonoma State University 1994 - 1997
Skills
Accounting, Tax Advisory, Partnership Taxation, Auditing, Tax, Income Tax, SEC filings, Management, Budgets, Tax Research, Sarbanes-Oxley Act, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls, International Tax, Revenue Recognition, Tax Accounting, US GAAP
Education
Sonoma State University 1993 — 1997
Business Administration, Accounting Concentration
Deloitte Tax LLP June 2015 - Present
Moss Adams LLP December 2013 - April 2015
Crowe Horwath LLP November 2011 - October 2013
Perry-Smith LLP March 2011 - October 2011
Perry-Smith LLP January 2006 - October 2011
Deloitte Tax LLP September 2004 - January 2006
Deloitte Tax LLP May 2002 - September 2004
Arthur Andersen LLP September 2001 - May 2002
Arthur Andersen LLP January 1998 - September 2001
Sonoma State University 1994 - 1997
Skills
Accounting, Tax Advisory, Partnership Taxation, Auditing, Tax, Income Tax, SEC filings, Management, Budgets, Tax Research, Sarbanes-Oxley Act, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls, International Tax, Revenue Recognition, Tax Accounting, US GAAP
Education
Sonoma State University 1993 — 1997
Business Administration, Accounting Concentration
Kanchan Thakur, CPA Kanchan Thakur, CPA's Perry-Smith LLP Experience May 2007 - July 2007
Job Senior Financial Analyst at Applied Materials
Industry Accounting
Experience
Vdopia Inc. May 2011 - May 2013
Ernst & Young LLP October 2008 - October 2010
Perry Smith LLP May 2007 - July 2007
New York Life September 2005 - February 2007
Skills
Accounting, Accounts Payable, Financial Reporting, Auditing, Accounts Receivable, Finance, Management, Forecasting, Invoicing, Revenue Recognition, GAAP
Education
California State University-Fresno
Bachelors of Science in Business Administration, Major Accounting; Certificate in Finance
Vdopia Inc. May 2011 - May 2013
Ernst & Young LLP October 2008 - October 2010
Perry Smith LLP May 2007 - July 2007
New York Life September 2005 - February 2007
Skills
Accounting, Accounts Payable, Financial Reporting, Auditing, Accounts Receivable, Finance, Management, Forecasting, Invoicing, Revenue Recognition, GAAP
Education
California State University-Fresno
Bachelors of Science in Business Administration, Major Accounting; Certificate in Finance
Jennifer Aras, CPA Jennifer Aras, CPA's Perry-Smith LLP Experience January 2003 - October 2011
Job Audit Director at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP August 2015 - Present
Crowe Horwath LLP August 2012 - Present
I Can Do That - VSA July 2010 - Present
Crowe Horwath LLP November 2011 - July 2012
Perry-Smith LLP January 2003 - October 2011
Zainer Rinehart Clarke August 2002 - December 2002
Skills
Audit, Quickbooks, Accounting, Financial Reporting, Auditing, Internal Controls, SOX, Employee Benefits, Assurance, Mergers, Financial Analysis, CPA, Sarbanes-Oxley Act, GAAP, US GAAP, Financial Statements, Revenue Recognition, Financial Accounting
Education
Sonoma State University 1998 — 2002
Bachelor of Science, Business Administration / Accounting
Crowe Horwath LLP August 2015 - Present
Crowe Horwath LLP August 2012 - Present
I Can Do That - VSA July 2010 - Present
Crowe Horwath LLP November 2011 - July 2012
Perry-Smith LLP January 2003 - October 2011
Zainer Rinehart Clarke August 2002 - December 2002
Skills
Audit, Quickbooks, Accounting, Financial Reporting, Auditing, Internal Controls, SOX, Employee Benefits, Assurance, Mergers, Financial Analysis, CPA, Sarbanes-Oxley Act, GAAP, US GAAP, Financial Statements, Revenue Recognition, Financial Accounting
Education
Sonoma State University 1998 — 2002
Bachelor of Science, Business Administration / Accounting
Erin Villafana, CPA's Perry-Smith LLP Experience August 2006 - June 2008
Job Audit Manager at Vavrinek, Trine, Day & Co., LLP
Industry Accounting
Experience
Vavrinek, Trine, Day & Co., LLP July 2013 - Present
Vavrinek, Trine, Day & Co., LLP June 2008 - July 2013
Perry-Smith, LLP August 2006 - June 2008
First Bank of San Luis Obispo May 2004 - July 2006
First Bank of San Luis Obispo March 2002 - July 2006
First Bank of San Luis Obispo June 2001 - March 2003
Skills
Certified Public..., Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Reporting, Financial Statements, GAAP, SEC filings, Accounting, Tax, General Ledger, Account Reconciliation, Assurance, US GAAP, External Audit, CPA
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
BS Business Administration, Accounting and Finance
Vavrinek, Trine, Day & Co., LLP July 2013 - Present
Vavrinek, Trine, Day & Co., LLP June 2008 - July 2013
Perry-Smith, LLP August 2006 - June 2008
First Bank of San Luis Obispo May 2004 - July 2006
First Bank of San Luis Obispo March 2002 - July 2006
First Bank of San Luis Obispo June 2001 - March 2003
Skills
Certified Public..., Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Reporting, Financial Statements, GAAP, SEC filings, Accounting, Tax, General Ledger, Account Reconciliation, Assurance, US GAAP, External Audit, CPA
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
BS Business Administration, Accounting and Finance
Adam Struve Adam Struve's Perry-Smith LLP Experience August 2006 - December 2010
Job Assistant Controller, Kalmar Global Automation
Industry Accounting
Experience
Cargotec Corporation May 2013 - Present
DZH Phillips LLP January 2011 - April 2013
Perry-Smith LLP August 2006 - December 2010
Washington Mutual Bank January 2006 - August 2006
Bank of America June 2001 - January 2006
Skills
Accounting, Auditing, Internal Controls, CPA, Sarbanes-Oxley Act, Sales, Management, Member of AICPA, GAAP, US GAAP
Education
National University 2006 — 2007
Certificate, Accounting
University of California, San Diego 1999 — 2003
Bachelor of Arts (B.A.), Economics
University of Wisconsin-Platteville 2002 — 2002
Studied Abroad, General Studies
Cargotec Corporation May 2013 - Present
DZH Phillips LLP January 2011 - April 2013
Perry-Smith LLP August 2006 - December 2010
Washington Mutual Bank January 2006 - August 2006
Bank of America June 2001 - January 2006
Skills
Accounting, Auditing, Internal Controls, CPA, Sarbanes-Oxley Act, Sales, Management, Member of AICPA, GAAP, US GAAP
Education
National University 2006 — 2007
Certificate, Accounting
University of California, San Diego 1999 — 2003
Bachelor of Arts (B.A.), Economics
University of Wisconsin-Platteville 2002 — 2002
Studied Abroad, General Studies
Dawn Honarvar, CPA/ABV Dawn Honarvar, CPA/ABV's Perry-Smith LLP Experience January 2002 - November 2004
Job Audit & Business Valuation Specialist at SS&C Solutions
Industry Accounting
Experience
SS&C Solutions, Inc., Summers Spencer & Co. December 2013 - Present
M Cubed Technologies April 2012 - Present
Bean Hunt Harris & Company February 2008 - November 2013
Campos Brothers November 2004 - November 2006
Perry-Smith LLP January 2002 - November 2004
Skills
GAAP, Assurance, Internal Controls, Auditing, Financial Reporting, Accounting, QuickBooks, Financial Analysis, US GAAP, External Audit, Revenue Recognition, Financial Accounting, Business Valuation, CPA, Tax Preparation, Financial Statements, Financial Audits, Corporate Tax, General Ledger, Management, Account Reconciliation, Budgets, Finance
Education
California State University, Fresno 2000 — 2002
BS, Business Administration - Accounting
SS&C Solutions, Inc., Summers Spencer & Co. December 2013 - Present
M Cubed Technologies April 2012 - Present
Bean Hunt Harris & Company February 2008 - November 2013
Campos Brothers November 2004 - November 2006
Perry-Smith LLP January 2002 - November 2004
Skills
GAAP, Assurance, Internal Controls, Auditing, Financial Reporting, Accounting, QuickBooks, Financial Analysis, US GAAP, External Audit, Revenue Recognition, Financial Accounting, Business Valuation, CPA, Tax Preparation, Financial Statements, Financial Audits, Corporate Tax, General Ledger, Management, Account Reconciliation, Budgets, Finance
Education
California State University, Fresno 2000 — 2002
BS, Business Administration - Accounting
Sarah Brandon Sarah Brandon's Perry-Smith LLP Experience 2005 - 2005
Job Art Director at The Richards Group
Industry Design
Experience
The Richards Group December 2010 - Present
The Richards Group September 2010 - December 2010
SMU Daily Campus August 2006 - May 2009
Perry-Smith LLP 2005 - 2005
Skills
Graphic Design, Art Direction, Concept Development, Painting, Illustration, Creative Strategy, Strategic Thinking, Illustrator, Art, Creative Direction
Education
Southern Methodist University 2006 — 2010
BA, Creative Advertising, International Studies
The Richards Group December 2010 - Present
The Richards Group September 2010 - December 2010
SMU Daily Campus August 2006 - May 2009
Perry-Smith LLP 2005 - 2005
Skills
Graphic Design, Art Direction, Concept Development, Painting, Illustration, Creative Strategy, Strategic Thinking, Illustrator, Art, Creative Direction
Education
Southern Methodist University 2006 — 2010
BA, Creative Advertising, International Studies
Caleb Goings, CPA, CFE's Perry-Smith LLP Experience January 2009 - May 2011
Job Senior Project Manager at Health Net Federal Services
Industry Hospital & Health Care
Experience
Health Net Federal Services October 2014 - Present
Health Net Federal Services June 2011 - October 2014
Perry-Smith LLP January 2009 - May 2011
Skills
Auditing, GAAP, Financial Reporting, Sarbanes-Oxley Act, CPA, Financial Statements, Internal Audit, External Audit, Internal Controls, SEC filings, Risk Assessment, COSO, Variance Analysis, Accounting
Education
Fresno Pacific University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Health Net Federal Services October 2014 - Present
Health Net Federal Services June 2011 - October 2014
Perry-Smith LLP January 2009 - May 2011
Skills
Auditing, GAAP, Financial Reporting, Sarbanes-Oxley Act, CPA, Financial Statements, Internal Audit, External Audit, Internal Controls, SEC filings, Risk Assessment, COSO, Variance Analysis, Accounting
Education
Fresno Pacific University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bryan Hart, CPA Bryan Hart, CPA's Perry-Smith LLP Experience July 1998 - August 2005
Job Controller at Interland
Industry Real Estate
Experience
Interland August 2005 - Present
Perry-Smith LLP July 1998 - August 2005
New Horizons Computer Learning Centers November 1995 - July 1998
Skills
Accounting, Due Diligence, Assurance, Business Valuation, Corporate Tax, GAAP, Financial Accounting, Cash Flow, US GAAP, Financial Statements, Auditing, Financial Reporting, General Ledger, Tax, Mergers, CPA, Budgets, SEC filings, QuickBooks, Internal Audit, IFRS, Sarbanes-Oxley Act, Revenue Recognition, Internal Controls, Financial Analysis, Risk Management
Education
San Jose State University 1990 — 1992
Master of Business Administration (MBA), Business/Finance
Sonoma State University 1984 — 1989
Bachelor of Arts (B.A.), Business/Finance
Interland August 2005 - Present
Perry-Smith LLP July 1998 - August 2005
New Horizons Computer Learning Centers November 1995 - July 1998
Skills
Accounting, Due Diligence, Assurance, Business Valuation, Corporate Tax, GAAP, Financial Accounting, Cash Flow, US GAAP, Financial Statements, Auditing, Financial Reporting, General Ledger, Tax, Mergers, CPA, Budgets, SEC filings, QuickBooks, Internal Audit, IFRS, Sarbanes-Oxley Act, Revenue Recognition, Internal Controls, Financial Analysis, Risk Management
Education
San Jose State University 1990 — 1992
Master of Business Administration (MBA), Business/Finance
Sonoma State University 1984 — 1989
Bachelor of Arts (B.A.), Business/Finance
Jeffrey Clair Jeffrey Clair's Perry-Smith LLP Experience September 1995 - November 2010
Job Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Clair Pringle & Associates LLP January 2011 - December 2012
Perry-Smith LLP September 1995 - November 2010
Price Waterhouse 1988 - 1993
Skills
Financial Analysis, Financial Reporting, CPA, Accounting, US GAAP, Internal Controls, Auditing, GAAP, Mergers & Acquisitions, Assurance, Revenue Recognition, Mergers, SEC filings, Finance, Real Estate, Public Companies, Financial Accounting, Securities, Strategic Financial..., Professional Services, Management Consulting, General Ledger, Private Equity, Budgets
Education
University of Southern California 1983 — 1987
BS, Accounting
Moss Adams LLP January 2013 - Present
Clair Pringle & Associates LLP January 2011 - December 2012
Perry-Smith LLP September 1995 - November 2010
Price Waterhouse 1988 - 1993
Skills
Financial Analysis, Financial Reporting, CPA, Accounting, US GAAP, Internal Controls, Auditing, GAAP, Mergers & Acquisitions, Assurance, Revenue Recognition, Mergers, SEC filings, Finance, Real Estate, Public Companies, Financial Accounting, Securities, Strategic Financial..., Professional Services, Management Consulting, General Ledger, Private Equity, Budgets
Education
University of Southern California 1983 — 1987
BS, Accounting
Jennifer Corr Jennifer Corr's Perry-Smith LLP Experience December 2008 - November 2010
Job Director at BDO
Industry Accounting
Experience
BDO USA, LLP August 2013 - Present
DZH Phillips LLP November 2010 - August 2013
Perry-Smith LLP December 2008 - November 2010
KPMG Audit October 2004 - 2008
Moss Adams 2002 - 2004
FHA 2000 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, GAAP, Auditing, Revenue Recognition, CPA, Tax Research, Tax, Tax Accounting, Data Mining, Financial Statement..., US GAAP, Financial Accounting, Financial Statements, Corporate Tax
Education
Pepperdine University 1996 — 2000
BS, Accounting
BDO USA, LLP August 2013 - Present
DZH Phillips LLP November 2010 - August 2013
Perry-Smith LLP December 2008 - November 2010
KPMG Audit October 2004 - 2008
Moss Adams 2002 - 2004
FHA 2000 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, GAAP, Auditing, Revenue Recognition, CPA, Tax Research, Tax, Tax Accounting, Data Mining, Financial Statement..., US GAAP, Financial Accounting, Financial Statements, Corporate Tax
Education
Pepperdine University 1996 — 2000
BS, Accounting
Raquel Puentes-Griffith, CPA Raquel Puentes-Griffith, CPA's Perry-Smith LLP Experience July 1999 - November 2001
Job Higher Education Fiscal Professional
Industry Higher Education
Experience
San Joaquin Delta College July 2010 - Present
San Joaquin Delta College February 2006 - July 2010
San Joaquin Delta College November 2001 - February 2006
Perry-Smith LLP July 1999 - November 2001
Skills
Budget Process, Budget Monitoring, Auditing, Financial Forecasting, Fund Accounting, Chart of Accounts, Financial Reporting, Cash Management, Operational Efficiency, Higher Education, Financial Analysis, Internal Controls, Staff Development, Project Planning, Cash Flow, Financial Statements, Payroll, US GAAP, Strategic Financial..., Financial Accounting, Analysis, Accounting, Budgets, General Ledger
Education
Saint Leo University 2013 — 2016
Master of Business Administration (M.B.A.), Accounting
University of the Pacific - Eberhardt School of Business 1997 — 1999
Bachelor's of Science, Business Administration, Concentration in Accounting
San Joaquin Delta College July 2010 - Present
San Joaquin Delta College February 2006 - July 2010
San Joaquin Delta College November 2001 - February 2006
Perry-Smith LLP July 1999 - November 2001
Skills
Budget Process, Budget Monitoring, Auditing, Financial Forecasting, Fund Accounting, Chart of Accounts, Financial Reporting, Cash Management, Operational Efficiency, Higher Education, Financial Analysis, Internal Controls, Staff Development, Project Planning, Cash Flow, Financial Statements, Payroll, US GAAP, Strategic Financial..., Financial Accounting, Analysis, Accounting, Budgets, General Ledger
Education
Saint Leo University 2013 — 2016
Master of Business Administration (M.B.A.), Accounting
University of the Pacific - Eberhardt School of Business 1997 — 1999
Bachelor's of Science, Business Administration, Concentration in Accounting
Cinda Casson, CPA Cinda Casson, CPA's Perry-Smith LLP Experience July 2010 - November 2011
Job Controller, Private Equity CFO Services at Lamplighter Financial
Industry Accounting
Experience
Lamplighter Financial September 2015 - Present
State Street March 2015 - August 2015
State Street May 2014 - March 2015
Crowe Horwath LLP November 2011 - April 2014
Perry-Smith LLP July 2010 - November 2011
Nor-Cal Products, Inc. June 2006 - September 2010
Skills
Audits of Employee..., Financial Audits, OMB Circular A-133, US GAAP, Not-for-profit..., Financial Institutions, Government Accounting, HUD audits, Statutory Accounting, SOX 404, GAAP, CPA
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Lamplighter Financial September 2015 - Present
State Street March 2015 - August 2015
State Street May 2014 - March 2015
Crowe Horwath LLP November 2011 - April 2014
Perry-Smith LLP July 2010 - November 2011
Nor-Cal Products, Inc. June 2006 - September 2010
Skills
Audits of Employee..., Financial Audits, OMB Circular A-133, US GAAP, Not-for-profit..., Financial Institutions, Government Accounting, HUD audits, Statutory Accounting, SOX 404, GAAP, CPA
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Elaine Robetcky Elaine Robetcky's Perry-Smith LLP Experience August 2006 - January 2010
Job AVP/Assistant Controller at American River Bank
Industry Accounting
Experience
American River Bank October 2014 - Present
Gold Country Bank/Golden Pacific Bank, NA March 2011 - October 2014
Perry-Smith, LLP August 2006 - January 2010
Skills
GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Reporting, CPA, Financial Accounting, Auditing, Accounting, Financial Analysis, Financial Statements, Revenue Recognition, General Ledger, Internal Audit, Financial Audits, Assurance, External Audit, Sarbanes-Oxley, Consolidation, Cash Management, Fixed Assets, SOX 404, Payroll, Account Reconciliation, Mergers, Accounts Payable, Banking, Tax, Finance, Cash Flow Forecasting
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science (B.S.), Accounting and Business/Management
American River Bank October 2014 - Present
Gold Country Bank/Golden Pacific Bank, NA March 2011 - October 2014
Perry-Smith, LLP August 2006 - January 2010
Skills
GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Reporting, CPA, Financial Accounting, Auditing, Accounting, Financial Analysis, Financial Statements, Revenue Recognition, General Ledger, Internal Audit, Financial Audits, Assurance, External Audit, Sarbanes-Oxley, Consolidation, Cash Management, Fixed Assets, SOX 404, Payroll, Account Reconciliation, Mergers, Accounts Payable, Banking, Tax, Finance, Cash Flow Forecasting
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science (B.S.), Accounting and Business/Management
Tony O'Donnell Tony O'Donnell's Perry-Smith LLP Experience April 2005 - January 2008
Job Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2012 - Present
Moss Adams LLP January 2008 - September 2012
Perry-Smith LLP April 2005 - January 2008
PricewaterhouseCoopers January 1994 - March 2005
Skills
Accounting, Audit, Auditing, Financial Reporting, Assurance, SOX, Internal Controls, IFRS, Preparation, SEC reporting, Private Equity, Due Diligence, SEC filings, Sarbanes-Oxley Act, Financial Modeling, Mergers & Acquisitions, US GAAP, Tax, Finance, Consolidation, Revenue Recognition, CPA, GAAP, Business Valuation, Financial Accounting, IPO, Corporate Finance, Financial Statements, Corporate Tax, External Audit, Big 4, Tax Research, Forensic Accounting, Income Tax, Partnership Taxation, Cash Flow, Tax Preparation, Tax Returns, General Ledger, Tax Accounting, FASB, Sarbanes-Oxley, Financial Analysis, Cost Accounting, S Corporations, SOX 404, International Tax, Financial Audits, QuickBooks, State Tax
Education
California State University-Chico 1992 — 1994
MS, Accountancy
California State University-Sacramento 1987 — 1990
BS, Accountancy
Moss Adams LLP October 2012 - Present
Moss Adams LLP January 2008 - September 2012
Perry-Smith LLP April 2005 - January 2008
PricewaterhouseCoopers January 1994 - March 2005
Skills
Accounting, Audit, Auditing, Financial Reporting, Assurance, SOX, Internal Controls, IFRS, Preparation, SEC reporting, Private Equity, Due Diligence, SEC filings, Sarbanes-Oxley Act, Financial Modeling, Mergers & Acquisitions, US GAAP, Tax, Finance, Consolidation, Revenue Recognition, CPA, GAAP, Business Valuation, Financial Accounting, IPO, Corporate Finance, Financial Statements, Corporate Tax, External Audit, Big 4, Tax Research, Forensic Accounting, Income Tax, Partnership Taxation, Cash Flow, Tax Preparation, Tax Returns, General Ledger, Tax Accounting, FASB, Sarbanes-Oxley, Financial Analysis, Cost Accounting, S Corporations, SOX 404, International Tax, Financial Audits, QuickBooks, State Tax
Education
California State University-Chico 1992 — 1994
MS, Accountancy
California State University-Sacramento 1987 — 1990
BS, Accountancy
James A. Anderson, CPA, MA James A. Anderson, CPA, MA's Perry-Smith LLP Experience August 1999 - April 2002
Job Auditor at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2014 - Present
James A. Anderson, CPA - Accounting & Consulting June 2006 - December 2013
New Connections 2008 - 2009
Armanino McKenna LLP May 2003 - April 2006
Perry-Smith LLP August 1999 - April 2002
Skills
Financial Reporting, Accounting, Internal Controls, QuickBooks, PowerPoint, GAAP, General Ledger, Account Reconciliation, Accounts Receivable, Microsoft Excel, Fixed Assets, Auditing, Microsoft Office, Outlook, Revenue Recognition, Accounts Payable, Tax, Finance, CPA, Financial Statements, Financial Accounting, Bookkeeping, US GAAP, Cash Flow, Organizational...
Education
Gonzaga University 2011 — 2013
M.A., Organizational Leadership
University of the Pacific - Eberhardt School of Business 1995 — 1999
BS, Accounting
Moss Adams LLP January 2014 - Present
James A. Anderson, CPA - Accounting & Consulting June 2006 - December 2013
New Connections 2008 - 2009
Armanino McKenna LLP May 2003 - April 2006
Perry-Smith LLP August 1999 - April 2002
Skills
Financial Reporting, Accounting, Internal Controls, QuickBooks, PowerPoint, GAAP, General Ledger, Account Reconciliation, Accounts Receivable, Microsoft Excel, Fixed Assets, Auditing, Microsoft Office, Outlook, Revenue Recognition, Accounts Payable, Tax, Finance, CPA, Financial Statements, Financial Accounting, Bookkeeping, US GAAP, Cash Flow, Organizational...
Education
Gonzaga University 2011 — 2013
M.A., Organizational Leadership
University of the Pacific - Eberhardt School of Business 1995 — 1999
BS, Accounting
Richard Eberle, CPA, CISA Richard Eberle, CPA, CISA's Perry-Smith LLP Experience August 2008 - February 2011
Job Yuba County AuditorController
Industry Government Administration
Experience
County of Yuba December 2011 - Present
KPMG Advisory February 2011 - December 2011
Perry-Smith LLP August 2008 - February 2011
Jerome B Crippen, CPA May 2006 - May 2008
Butler Area School District September 2005 - May 2006
Skills
Internal Controls, Auditing, Enterprise Risk..., GAAP, Accounting, CPA, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Microsoft Excel, Internal Audit, Process Improvement, General Ledger
Education
Brigham Young University 2001 — 2005
BS, Information Technology
County of Yuba December 2011 - Present
KPMG Advisory February 2011 - December 2011
Perry-Smith LLP August 2008 - February 2011
Jerome B Crippen, CPA May 2006 - May 2008
Butler Area School District September 2005 - May 2006
Skills
Internal Controls, Auditing, Enterprise Risk..., GAAP, Accounting, CPA, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Microsoft Excel, Internal Audit, Process Improvement, General Ledger
Education
Brigham Young University 2001 — 2005
BS, Information Technology
Donna Sauter Donna Sauter's Perry-Smith LLP Experience July 1997 - December 2000
Job Principal with Ueltzen & Company, LLP
Industry Accounting
Experience
Ueltzen & Company, LLP August 2011 - Present
CASA Sacramento February 2010 - Present
WEAVE February 2010 - June 2014
Deloitte Tax LLP December 2000 - August 2011
Perry-Smith LLP July 1997 - December 2000
Coopers & Lybrand January 1992 - July 1997
Skills
Energy, Corporate Tax, Tax Research, Tax, SEC filings, Tax Accounting, Income Tax, Forensic Accounting, CPA, Accounting, Auditing, Due Diligence, Management
Education
Golden Gate University 1993 — 1997
MS, Taxation
California State University-Sacramento 1983 — 1992
BS, Business - Accounting Concentration
Ueltzen & Company, LLP August 2011 - Present
CASA Sacramento February 2010 - Present
WEAVE February 2010 - June 2014
Deloitte Tax LLP December 2000 - August 2011
Perry-Smith LLP July 1997 - December 2000
Coopers & Lybrand January 1992 - July 1997
Skills
Energy, Corporate Tax, Tax Research, Tax, SEC filings, Tax Accounting, Income Tax, Forensic Accounting, CPA, Accounting, Auditing, Due Diligence, Management
Education
Golden Gate University 1993 — 1997
MS, Taxation
California State University-Sacramento 1983 — 1992
BS, Business - Accounting Concentration
Kelly Simoni, CPA Kelly Simoni, CPA's Perry-Smith LLP Experience September 2006 - October 2007
Job Senior Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP October 2007 - Present
Nelson Wheeler Nexia August 2010 - October 2010
Perry-Smith LLP September 2006 - October 2007
Skills
Audit, Accounting, Financial Reporting, Hedge Funds, Private Equity, Auditing, US GAAP, GAAP, Financial Services, Financial Accounting, CPA, Internal Controls
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor's Degree in Business Administration, Concentration in Accounting, Minor in Economics
EisnerAmper LLP October 2007 - Present
Nelson Wheeler Nexia August 2010 - October 2010
Perry-Smith LLP September 2006 - October 2007
Skills
Audit, Accounting, Financial Reporting, Hedge Funds, Private Equity, Auditing, US GAAP, GAAP, Financial Services, Financial Accounting, CPA, Internal Controls
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor's Degree in Business Administration, Concentration in Accounting, Minor in Economics
Glen Vesser's Perry-Smith LLP Experience December 1998 - July 2000
Job VP Finance & Administration at Shelton Group
Industry Marketing and Advertising
Experience
Shelton Group, Inc. July 2015 - Present
Zotec Partners October 2008 - June 2015
Anderson News August 2000 - June 2008
Perry-Smith LLP December 1998 - July 2000
Pugh & Co., LLC July 1989 - November 1998
Skills
Internal Audit, Accounting, GAAP, Financial Reporting, CPA, General Ledger, Auditing, Internal Controls, Accounts Receivable, Financial Accounting, Financial Analysis, Financial Statements, Payroll, Accounts Payable, SEC Filings, Variance Analysis, Practice Management
Education
Haslam College of Business at the University of Tennessee 1987 — 1989
M.Acc., Accounting
University of Tennessee-Knoxville - College of Business Administration 1983 — 1987
B.S., Accounting
Shelton Group, Inc. July 2015 - Present
Zotec Partners October 2008 - June 2015
Anderson News August 2000 - June 2008
Perry-Smith LLP December 1998 - July 2000
Pugh & Co., LLC July 1989 - November 1998
Skills
Internal Audit, Accounting, GAAP, Financial Reporting, CPA, General Ledger, Auditing, Internal Controls, Accounts Receivable, Financial Accounting, Financial Analysis, Financial Statements, Payroll, Accounts Payable, SEC Filings, Variance Analysis, Practice Management
Education
Haslam College of Business at the University of Tennessee 1987 — 1989
M.Acc., Accounting
University of Tennessee-Knoxville - College of Business Administration 1983 — 1987
B.S., Accounting
Rebecca Dirk, CPA, MBA Rebecca Dirk, CPA, MBA's Perry-Smith LLP Experience 1992 - 1994
Job Experienced Finance Executive
Industry Newspapers
Experience
The Union August 2012 - Present
Center for Health Improvement December 2005 - July 2011
Pacific Jet, Inc. January 2004 - December 2005
Community College Foundation 1997 - 2002
Physicians Clinical Laboratory, Inc. 1994 - 1997
Perry-Smith LLP 1992 - 1994
Brautigam & Co. 1991 - 1992
Skills
Non-profits, Accounting, Managerial Finance, Strategic Planning, Management, Social Media, Leadership, Public Relations, Public Speaking, Finance, Social Media Marketing, Cash Flow, Program Management, Internal Controls, Nonprofits, Budgets, Auditing
Education
University of Phoenix, Sacramento Campus
MBA
California State University-Sacramento
Bachelor of Science, Business Administration, Accountancy Concentration
The Union August 2012 - Present
Center for Health Improvement December 2005 - July 2011
Pacific Jet, Inc. January 2004 - December 2005
Community College Foundation 1997 - 2002
Physicians Clinical Laboratory, Inc. 1994 - 1997
Perry-Smith LLP 1992 - 1994
Brautigam & Co. 1991 - 1992
Skills
Non-profits, Accounting, Managerial Finance, Strategic Planning, Management, Social Media, Leadership, Public Relations, Public Speaking, Finance, Social Media Marketing, Cash Flow, Program Management, Internal Controls, Nonprofits, Budgets, Auditing
Education
University of Phoenix, Sacramento Campus
MBA
California State University-Sacramento
Bachelor of Science, Business Administration, Accountancy Concentration
Susie Choy Susie Choy's Perry-Smith LLP Experience September 2009 - October 2011
Job Partner at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP September 2009 - October 2011
Capmark Financial Group, Inc. August 2008 - August 2009
Zhone Technologies, Inc. May 2006 - August 2008
KPMG LLP August 1991 - May 2006
Skills
SEC filings, Accounting, GAAP, SEC Filings, Sarbanes-Oxley Act, Tax, US GAAP, Corporate Tax, Financial Reporting, Financial Analysis, Mergers & Acquisitions, Internal Controls
Education
Golden Gate University 1993 — 2000
MST, Taxation
University of California, Berkeley, Haas School of Business 1987 — 1991
BS, Business Adminstration - Accounting/Finance
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP September 2009 - October 2011
Capmark Financial Group, Inc. August 2008 - August 2009
Zhone Technologies, Inc. May 2006 - August 2008
KPMG LLP August 1991 - May 2006
Skills
SEC filings, Accounting, GAAP, SEC Filings, Sarbanes-Oxley Act, Tax, US GAAP, Corporate Tax, Financial Reporting, Financial Analysis, Mergers & Acquisitions, Internal Controls
Education
Golden Gate University 1993 — 2000
MST, Taxation
University of California, Berkeley, Haas School of Business 1987 — 1991
BS, Business Adminstration - Accounting/Finance
Brogan Perrelli's Perry-Smith LLP Experience July 2011 - August 2011
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2014 - July 2014
Crowe Horwath LLP January 2012 - December 2013
Perry-Smith LLP July 2011 - August 2011
Skills
Lotus Notes, Caseware, Monarch, Financial Analysis, Creative Problem Solving, Microsoft Excel, Microsoft Word, PowerPoint, Auditing, Financial Accounting, Fund Accounting, Critical Thinking, Teamwork, SEC Financial Reporting, Financial Reporting, Accounting, Financial Statements, Customer Service, GAAP, Internal Controls
Education
Sonoma State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
KPMG US July 2014 - Present
Rothstein Kass January 2014 - July 2014
Crowe Horwath LLP January 2012 - December 2013
Perry-Smith LLP July 2011 - August 2011
Skills
Lotus Notes, Caseware, Monarch, Financial Analysis, Creative Problem Solving, Microsoft Excel, Microsoft Word, PowerPoint, Auditing, Financial Accounting, Fund Accounting, Critical Thinking, Teamwork, SEC Financial Reporting, Financial Reporting, Accounting, Financial Statements, Customer Service, GAAP, Internal Controls
Education
Sonoma State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Tara Rhoads, CFE, CPA, MBA's Perry-Smith LLP Experience July 2011 - August 2011
Job College Athletic Scout, Northern California
Industry Sports
Experience
National Scouting Report September 2015 - Present
Certent, Inc. August 2015 - September 2015
Crowe Horwath LLP September 2012 - July 2015
CSU, Chico Library Systems Office August 2008 - May 2012
North State Water Testing December 2008 - January 2012
Rock Creek Reclamation District September 2007 - January 2012
NorCal Promotions March 2009 - December 2011
Perry-Smith LLP July 2011 - August 2011
Beta Alpha Psi & Accounting Society August 2008 - May 2011
Sierra Pacific Industry June 2005 - August 2007
Skills
Customer Service, Teamwork, Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Auditing, Financial Accounting, Financial Reporting, General Ledger, QuickBooks, Finance, GAAP, Internal Controls, Financial Analysis
Education
California State University-Chico 2011 — 2012
Master, Business Administration
California State University-Chico 2008 — 2011
Bachelor of Science, Business Administration, option Accounting, minor Management
Butte Community College 2005 — 2008
Associate, Arts; Social and Behavioral Science
National Scouting Report September 2015 - Present
Certent, Inc. August 2015 - September 2015
Crowe Horwath LLP September 2012 - July 2015
CSU, Chico Library Systems Office August 2008 - May 2012
North State Water Testing December 2008 - January 2012
Rock Creek Reclamation District September 2007 - January 2012
NorCal Promotions March 2009 - December 2011
Perry-Smith LLP July 2011 - August 2011
Beta Alpha Psi & Accounting Society August 2008 - May 2011
Sierra Pacific Industry June 2005 - August 2007
Skills
Customer Service, Teamwork, Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Auditing, Financial Accounting, Financial Reporting, General Ledger, QuickBooks, Finance, GAAP, Internal Controls, Financial Analysis
Education
California State University-Chico 2011 — 2012
Master, Business Administration
California State University-Chico 2008 — 2011
Bachelor of Science, Business Administration, option Accounting, minor Management
Butte Community College 2005 — 2008
Associate, Arts; Social and Behavioral Science
Dr. Sarah Schrader's Perry-Smith LLP Experience April 2005 - March 2011
Job Controller at Yosemite Community College District
Industry Higher Education
Experience
Yosemite Community College District May 2013 - Present
Peralta Community College District November 2011 - May 2013
Peralta Community College District March 2011 - November 2011
Perry-Smith LLP April 2005 - March 2011
Skills
Financial Reporting, Internal Audit, Auditing, Financial Analysis, Financial Accounting, GAAP, Accounting, Internal Controls
Education
Argosy University-Phoenix Online Division 2011 — 2015
Doctor of Education (Ed.D.), Organizational Leadership
American InterContinental University 2004 — 2005
Master of Business Administration (MBA), Accounting and Finance
Mansfield University of Pennsylvania 1998 — 2002
Bachelor's degree, Accounting, International Business, Economics
Yosemite Community College District May 2013 - Present
Peralta Community College District November 2011 - May 2013
Peralta Community College District March 2011 - November 2011
Perry-Smith LLP April 2005 - March 2011
Skills
Financial Reporting, Internal Audit, Auditing, Financial Analysis, Financial Accounting, GAAP, Accounting, Internal Controls
Education
Argosy University-Phoenix Online Division 2011 — 2015
Doctor of Education (Ed.D.), Organizational Leadership
American InterContinental University 2004 — 2005
Master of Business Administration (MBA), Accounting and Finance
Mansfield University of Pennsylvania 1998 — 2002
Bachelor's degree, Accounting, International Business, Economics
Christie Trahin Christie Trahin's Perry-Smith LLP Experience January 2009 - November 2011
Job Assistant Controller
Industry Accounting
Experience
Anton Development Company, LLC July 2015 - Present
St. Anton Partners December 2012 - July 2015
Crowe Horwath LLP November 2011 - December 2012
Perry-Smith LLP January 2009 - November 2011
Nancy Lynn Szczepanik, CPA February 2007 - December 2008
Education
Los Rios Community College District 2014 — 2015
Certificate in Real Estate
California State University-Sacramento 2006 — 2008
Bachelor of Science, Accountancy
American River College 2003 — 2006
Associate, Liberal Arts and Business
Anton Development Company, LLC July 2015 - Present
St. Anton Partners December 2012 - July 2015
Crowe Horwath LLP November 2011 - December 2012
Perry-Smith LLP January 2009 - November 2011
Nancy Lynn Szczepanik, CPA February 2007 - December 2008
Education
Los Rios Community College District 2014 — 2015
Certificate in Real Estate
California State University-Sacramento 2006 — 2008
Bachelor of Science, Accountancy
American River College 2003 — 2006
Associate, Liberal Arts and Business
Mandy Rybicki, CPA, MBA, MS TAX's Perry-Smith LLP Experience 1996 - 1997
Job Vice President Internal Audit Chief Audit Executive at Monogram Residential Trust
Industry Real Estate
Experience
Monogram Residential Trust March 2015 - Present
CyrusOne January 2014 - January 2015
MetroPCS 2006 - January 2014
SierraPine Ltd 2004 - 2006
SierraPine Ltd 2002 - 2004
Arthur Andersen 2000 - 2003
McDougal & Company Inc. 1996 - 2000
Perry-Smith LLP 1996 - 1997
Education
Golden Gate University
MBA, Finance
Golden Gate University
MS, Taxation
San Diego State University-California State University
BS Business Administration, Accounting and Finance
Monogram Residential Trust March 2015 - Present
CyrusOne January 2014 - January 2015
MetroPCS 2006 - January 2014
SierraPine Ltd 2004 - 2006
SierraPine Ltd 2002 - 2004
Arthur Andersen 2000 - 2003
McDougal & Company Inc. 1996 - 2000
Perry-Smith LLP 1996 - 1997
Education
Golden Gate University
MBA, Finance
Golden Gate University
MS, Taxation
San Diego State University-California State University
BS Business Administration, Accounting and Finance
Carrie Stouder Carrie Stouder's Perry-Smith LLP Experience August 2009 - October 2010
Job Business Services Advisor at Nevada County Superintendent of Schools
Industry Accounting
Experience
Nevada County Superintendent of Schools October 2014 - Present
The Estée Lauder Companies Inc. October 2013 - November 2014
Nevada County Superintendent of Schools October 2010 - October 2014
Perry-Smith LLP August 2009 - October 2010
Massage Envy May 2005 - August 2009
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Auditing, Internal Controls, Journal Entries, Budgets, Cash Flow, GASB, State Reporting, Staff Supervision
Education
California State University-Sacramento
Bachelor of Science (BS), Accounting
Nevada County Superintendent of Schools October 2014 - Present
The Estée Lauder Companies Inc. October 2013 - November 2014
Nevada County Superintendent of Schools October 2010 - October 2014
Perry-Smith LLP August 2009 - October 2010
Massage Envy May 2005 - August 2009
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Auditing, Internal Controls, Journal Entries, Budgets, Cash Flow, GASB, State Reporting, Staff Supervision
Education
California State University-Sacramento
Bachelor of Science (BS), Accounting
Roohi Sandhu's Perry-Smith LLP Experience January 2007 - October 2007
Job Senior Finance Business Manager at Cisco
Industry Accounting
Experience
Cisco January 2014 - Present
Cisco Systems January 2011 - December 2013
Cisco Systems October 2010 - January 2011
Oracle Corporation November 2007 - June 2010
Perry-Smith LLP January 2007 - October 2007
AMPAC Fine Chemicals August 2004 - October 2006
Skills
Sarbanes-Oxley Act, Accounting, Revenue Recognition, Financial Analysis, Oracle E-Business Suite, Mergers & Acquisitions, US GAAP, Internal Controls, Auditing, Variance Analysis, Finance, General Ledger, Account Reconciliation, Accounts Receivable, Financial Audits, Business Process, Financial Statements, Accruals, Sarbanes-Oxley, Project Planning, Financial Reporting, GAAP, Acquisition Integration, CPA, Due Diligence, Process Improvement
Education
Certified Public Accountant
CPA
IBS Hyderabad 1997 — 1999
MBA, Finance & Marketing
Panjab University 1994 — 1997
Bachelor, Commerce
Cisco January 2014 - Present
Cisco Systems January 2011 - December 2013
Cisco Systems October 2010 - January 2011
Oracle Corporation November 2007 - June 2010
Perry-Smith LLP January 2007 - October 2007
AMPAC Fine Chemicals August 2004 - October 2006
Skills
Sarbanes-Oxley Act, Accounting, Revenue Recognition, Financial Analysis, Oracle E-Business Suite, Mergers & Acquisitions, US GAAP, Internal Controls, Auditing, Variance Analysis, Finance, General Ledger, Account Reconciliation, Accounts Receivable, Financial Audits, Business Process, Financial Statements, Accruals, Sarbanes-Oxley, Project Planning, Financial Reporting, GAAP, Acquisition Integration, CPA, Due Diligence, Process Improvement
Education
Certified Public Accountant
CPA
IBS Hyderabad 1997 — 1999
MBA, Finance & Marketing
Panjab University 1994 — 1997
Bachelor, Commerce
Adam Belter Adam Belter's Perry-Smith LLP Experience January 2008 - November 2011
Job Vice President Controller at First Community Bank
Industry Banking
Experience
First Community Bank Santa Rosa May 2015 - Present
Rabobank August 2014 - April 2015
Noell Agnew & Morse August 2013 - July 2014
Crowe Horwath LLP November 2011 - August 2013
Perry-Smith LLP January 2008 - November 2011
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Banking, US GAAP, GAAP, Financial Analysis
Education
California State University, Fresno 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
First Community Bank Santa Rosa May 2015 - Present
Rabobank August 2014 - April 2015
Noell Agnew & Morse August 2013 - July 2014
Crowe Horwath LLP November 2011 - August 2013
Perry-Smith LLP January 2008 - November 2011
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, Banking, US GAAP, GAAP, Financial Analysis
Education
California State University, Fresno 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Scott Stenklyft's Perry-Smith LLP Experience March 2007 - January 2010
Job CPA
Industry Accounting
Experience
Technology Crossover Ventures January 2015 - Present
Sacramento Habitat for Humanity 2010 - 2013
Richardson & Co. 2010 - 2012
Perry-Smith LLP March 2007 - January 2010
DELOITTE & TOUCH LLP 2004 - 2007
BDO SEIDMAN LLP 2003 - 2004
Skills
SEC filings, Financial Accounting, Auditing, Management, Internal Controls, Budgets, Sarbanes-Oxley, Assurance, Real Estate, Leadership, CPA, SEC Filings, Accounting, Risk Assessment, GAAP, Financial Statements, Sarbanes-Oxley Act
Education
University of California, Los Angeles 2001 — 2002
BA, Business Economics, Emphasis in Accounting
University of California, Santa Barbara 1998 — 2001
Business Economics, Accounting, Law
Technology Crossover Ventures January 2015 - Present
Sacramento Habitat for Humanity 2010 - 2013
Richardson & Co. 2010 - 2012
Perry-Smith LLP March 2007 - January 2010
DELOITTE & TOUCH LLP 2004 - 2007
BDO SEIDMAN LLP 2003 - 2004
Skills
SEC filings, Financial Accounting, Auditing, Management, Internal Controls, Budgets, Sarbanes-Oxley, Assurance, Real Estate, Leadership, CPA, SEC Filings, Accounting, Risk Assessment, GAAP, Financial Statements, Sarbanes-Oxley Act
Education
University of California, Los Angeles 2001 — 2002
BA, Business Economics, Emphasis in Accounting
University of California, Santa Barbara 1998 — 2001
Business Economics, Accounting, Law
Charles Raibley, CPA's Perry-Smith LLP Experience July 2011 - November 2011
Job Senior Manager
Industry Accounting
Experience
Crowe Horwath LLP August 2014 - Present
Crowe Horwath Australia October 2014 - July 2015
Crowe Horwath LLP November 2011 - July 2014
Perry-Smith LLP July 2011 - November 2011
Perry-Smith LLP July 2009 - July 2011
Perry-Smith LLP July 2007 - July 2009
Perry-Smith LLP August 2005 - June 2007
Skills
Auditing, Team Management, Accounting, GAAP, Financial Accounting, Internal Controls, Financial Reporting, Analytical Skills, Financial Statements, Nonprofits, Microsoft Excel, Delegation, Negotiation, Timely Decision Making, Collaborative Problem..., Account Management, Project Management, Assurance
Education
California State University-Chico 2003 — 2005
B.S. - Business Management, Accounting
College of the Sequoias 2000 — 2002
Associates, Business, Accounting
Crowe Horwath LLP August 2014 - Present
Crowe Horwath Australia October 2014 - July 2015
Crowe Horwath LLP November 2011 - July 2014
Perry-Smith LLP July 2011 - November 2011
Perry-Smith LLP July 2009 - July 2011
Perry-Smith LLP July 2007 - July 2009
Perry-Smith LLP August 2005 - June 2007
Skills
Auditing, Team Management, Accounting, GAAP, Financial Accounting, Internal Controls, Financial Reporting, Analytical Skills, Financial Statements, Nonprofits, Microsoft Excel, Delegation, Negotiation, Timely Decision Making, Collaborative Problem..., Account Management, Project Management, Assurance
Education
California State University-Chico 2003 — 2005
B.S. - Business Management, Accounting
College of the Sequoias 2000 — 2002
Associates, Business, Accounting
Kristen Klugman's Perry-Smith LLP Experience December 2008 - November 2009
Job Small Business Consultant at Paychex, Inc.
Industry Computer Software
Experience
Paychex January 2011 - Present
Cbeyond December 2009 - October 2011
ADP November 2009 - January 2011
Perry-Smith LLP December 2008 - November 2009
Allianz Global Investors April 2007 - November 2008
Skills
Microsoft Excel, Accounting, Budgets, Salesforce.com, Account Management, Cold Calling, Sales, Microsoft Office, Financial Analysis, PowerPoint, New Business Development, Microsoft Word, Marketing, Financial Reporting, Sales Process, Customer Service, Leadership, Sales Management, Employee Benefits, Sales Operations, Human Resources, Payroll, Solution Selling, Training, Customer Satisfaction, Management, Marketing Strategy, ADP Payroll, Payroll Services
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Business Economics; Accounting
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Law and Society
Villa Park High School 1999 — 2002
Paychex January 2011 - Present
Cbeyond December 2009 - October 2011
ADP November 2009 - January 2011
Perry-Smith LLP December 2008 - November 2009
Allianz Global Investors April 2007 - November 2008
Skills
Microsoft Excel, Accounting, Budgets, Salesforce.com, Account Management, Cold Calling, Sales, Microsoft Office, Financial Analysis, PowerPoint, New Business Development, Microsoft Word, Marketing, Financial Reporting, Sales Process, Customer Service, Leadership, Sales Management, Employee Benefits, Sales Operations, Human Resources, Payroll, Solution Selling, Training, Customer Satisfaction, Management, Marketing Strategy, ADP Payroll, Payroll Services
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Business Economics; Accounting
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Law and Society
Villa Park High School 1999 — 2002
Tiffany Genrich's Perry-Smith LLP Experience November 1999 - December 2005
Job Manager External Reporting at Sprint
Industry Telecommunications
Experience
Sprint March 2009 - Present
Sprint June 2006 - March 2009
Union Bank of Missouri January 2006 - June 2006
Perry-Smith LLP November 1999 - December 2005
State Street May 1997 - September 1999
Skills
Internal Controls, Auditing, US GAAP, SEC filings, Internal Audit, Accounting, Financial Accounting, Process Improvement, Mergers, Assurance, Financial Statements, Cash Flow, External Audit, Analysis, Financial Reporting, CPA, Financial Analysis, Sarbanes-Oxley, GAAP, Sarbanes-Oxley Act, Finance, Mergers & Acquisitions
Education
Truman State University 1993 — 1997
BS, Accounting
University of West London 1996 — 1996
N/A, International Business
Sprint March 2009 - Present
Sprint June 2006 - March 2009
Union Bank of Missouri January 2006 - June 2006
Perry-Smith LLP November 1999 - December 2005
State Street May 1997 - September 1999
Skills
Internal Controls, Auditing, US GAAP, SEC filings, Internal Audit, Accounting, Financial Accounting, Process Improvement, Mergers, Assurance, Financial Statements, Cash Flow, External Audit, Analysis, Financial Reporting, CPA, Financial Analysis, Sarbanes-Oxley, GAAP, Sarbanes-Oxley Act, Finance, Mergers & Acquisitions
Education
Truman State University 1993 — 1997
BS, Accounting
University of West London 1996 — 1996
N/A, International Business
Conrad Davis Conrad Davis's Perry-Smith LLP Experience August 2011 - November 2011
Job Partner at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP November 2011 - Present
AICPA - Tax Executive Committee November 2011 - Present
Perry-Smith LLP August 2011 - November 2011
Ueltzen & Company September 2001 - August 2011
California Society of CPAs/CalCPA Education Foundation June 2010 - June 2011
SCBA - Business Section 2002 - 2011
IRSAC 2008 - 2010
Fremont Presbyterian Church 2000 - 2010
IRS Advisory Committee 2008 - 2009
California Society of CPAs/CalCPA Education Foundation 2002 - 2009
Skills
Corporate Tax, Income Tax, Accounting, Auditing, Estate Tax Planning, Tax Preparation, Financial Reporting, GAAP, Internal Controls, Business Valuation, SEC filings, Partnership Taxation, High Net Worth..., QuickBooks, Trusts, Finance, Mergers & Acquisitions, Tax Returns, Small Business, Tax Advisory, Forensic Accounting, Tax Research
Education
Golden Gate University 1990 — 1995
MS, Taxation
University of California, Davis 1981 — 1986
BS, Agricultral Science & Managment
Crowe Horwath LLP November 2011 - Present
AICPA - Tax Executive Committee November 2011 - Present
Perry-Smith LLP August 2011 - November 2011
Ueltzen & Company September 2001 - August 2011
California Society of CPAs/CalCPA Education Foundation June 2010 - June 2011
SCBA - Business Section 2002 - 2011
IRSAC 2008 - 2010
Fremont Presbyterian Church 2000 - 2010
IRS Advisory Committee 2008 - 2009
California Society of CPAs/CalCPA Education Foundation 2002 - 2009
Skills
Corporate Tax, Income Tax, Accounting, Auditing, Estate Tax Planning, Tax Preparation, Financial Reporting, GAAP, Internal Controls, Business Valuation, SEC filings, Partnership Taxation, High Net Worth..., QuickBooks, Trusts, Finance, Mergers & Acquisitions, Tax Returns, Small Business, Tax Advisory, Forensic Accounting, Tax Research
Education
Golden Gate University 1990 — 1995
MS, Taxation
University of California, Davis 1981 — 1986
BS, Agricultral Science & Managment
Jessica Carvalho, CS's Perry-Smith LLP Experience August 2002 - March 2004
Job Corporate Catering Manager at Hilton Concord
Industry Hospitality
Experience
Interstate Hotels & Resorts May 2015 - Present
Dean & Deluca June 2014 - April 2015
Pacific Wine Group November 2012 - May 2014
Goosecross Cellars July 2012 - November 2012
Fairfield Auto Village July 2010 - January 2012
BioMarin January 2009 - May 2010
AAA NCNU July 2008 - November 2008
Delta Dental June 2006 - July 2008
Gilbert & Associates 2005 - 2006
Perry-Smith LLP August 2002 - March 2004
Skills
Sommelier, Wine & Spirits Industry, Wine, Catering, Catering Sales, Brand Development, Collaborative Problem..., Inductive Reasoning, Deductive Reasoning, Employee Training, Consulting, Problem Sensitivity, Problem Solving, Oral Comprehension, Written Correspondence, Originality, Written Expression, Computer Proficiency, Brand Management, Wine Tasting, Wine Lists, Process Improvement, Management Consulting, Internal Controls, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Statements, Financial Analysis, Team Building, Variance Analysis, Access, Account Reconciliation, Accounts Payable, Accounts Receivable, Accruals, Bookkeeping, Budgets, Forecasting, GAAP, Microsoft Excel, Leadership, Outlook, Payroll, Project Planning, Spreadsheets, Strategic Planning, Tax
Education
International Culinary Center 2012 — 2012
Intensive Sommiler, Introductory and Certified Sommelier Certifications Earned, Wines of the World, Deans List
California State University-Sacramento 1999 — 2002
BS, Business Administration, Accountancy
Interstate Hotels & Resorts May 2015 - Present
Dean & Deluca June 2014 - April 2015
Pacific Wine Group November 2012 - May 2014
Goosecross Cellars July 2012 - November 2012
Fairfield Auto Village July 2010 - January 2012
BioMarin January 2009 - May 2010
AAA NCNU July 2008 - November 2008
Delta Dental June 2006 - July 2008
Gilbert & Associates 2005 - 2006
Perry-Smith LLP August 2002 - March 2004
Skills
Sommelier, Wine & Spirits Industry, Wine, Catering, Catering Sales, Brand Development, Collaborative Problem..., Inductive Reasoning, Deductive Reasoning, Employee Training, Consulting, Problem Sensitivity, Problem Solving, Oral Comprehension, Written Correspondence, Originality, Written Expression, Computer Proficiency, Brand Management, Wine Tasting, Wine Lists, Process Improvement, Management Consulting, Internal Controls, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Statements, Financial Analysis, Team Building, Variance Analysis, Access, Account Reconciliation, Accounts Payable, Accounts Receivable, Accruals, Bookkeeping, Budgets, Forecasting, GAAP, Microsoft Excel, Leadership, Outlook, Payroll, Project Planning, Spreadsheets, Strategic Planning, Tax
Education
International Culinary Center 2012 — 2012
Intensive Sommiler, Introductory and Certified Sommelier Certifications Earned, Wines of the World, Deans List
California State University-Sacramento 1999 — 2002
BS, Business Administration, Accountancy
Alexis Fitzpatrick Alexis Fitzpatrick's Perry-Smith LLP Experience January 2004 - October 2011
Job Senior Manager at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP January 2004 - October 2011
Skills
ERISA, SEC filings, GAAP, Audits of Employee..., Internal Controls, Auditing, Sarbanes-Oxley Act, CPA, Financial Statements, US GAAP, Financial Reporting, Employee Benefits, Assurance
Education
California State University-Sacramento 1999 — 2003
Business, Accountancy
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP January 2004 - October 2011
Skills
ERISA, SEC filings, GAAP, Audits of Employee..., Internal Controls, Auditing, Sarbanes-Oxley Act, CPA, Financial Statements, US GAAP, Financial Reporting, Employee Benefits, Assurance
Education
California State University-Sacramento 1999 — 2003
Business, Accountancy
Ken Silva's Perry-Smith LLP Experience 1990 - 1992
Job Chief Financial Officer, CPA.
Industry Facilities Services
Experience
SBM Site Services 2004 - Present
The Rice Company 2002 - 2004
Prima Publishing 1992 - 2002
Perry-Smith LLP 1990 - 1992
Security Pacific Bank 1982 - 1987
Skills
Budgets, Strategic Planning, Facilities Management, Executive Management, Operations Management, JD Edwards, Risk Management, Contract Negotiation, Process Improvement, Team Building, Capital Budgeting, Contract Management, Financial Reporting, Forecasting, Financial Analysis, Accounting, Budget Process, Operational Excellence, Business Strategy, Program Management, Project Management, Auditing, Management, Business Analysis, Finance, Procurement, Mergers & Acquisitions, Leadership, Business Planning, Financial Modeling
Education
University of California, Santa Barbara
BA
SBM Site Services 2004 - Present
The Rice Company 2002 - 2004
Prima Publishing 1992 - 2002
Perry-Smith LLP 1990 - 1992
Security Pacific Bank 1982 - 1987
Skills
Budgets, Strategic Planning, Facilities Management, Executive Management, Operations Management, JD Edwards, Risk Management, Contract Negotiation, Process Improvement, Team Building, Capital Budgeting, Contract Management, Financial Reporting, Forecasting, Financial Analysis, Accounting, Budget Process, Operational Excellence, Business Strategy, Program Management, Project Management, Auditing, Management, Business Analysis, Finance, Procurement, Mergers & Acquisitions, Leadership, Business Planning, Financial Modeling
Education
University of California, Santa Barbara
BA
Candice Llemos Candice Llemos's Perry-Smith LLP Experience January 2006 - January 2007
Job Audit Manager at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass 2011 - Present
Rothstein Kass February 2007 - September 2011
Perry-Smith LLP January 2006 - January 2007
ChildCare Careers 1998 - 2005
Skills
Financial Reporting, Risk Assessment, Partnership Accounting, Private Equity, Fund Of Funds, Venture Capital, US GAAP, Hedge Funds, Alternative Investments, Offshore Funds, Broker-Dealer, Management Companies, Accounting, Auditing
Education
California State University-East Bay
Bachelor of Arts in Business Administration, Concentration in Finance
Rothstein Kass 2011 - Present
Rothstein Kass February 2007 - September 2011
Perry-Smith LLP January 2006 - January 2007
ChildCare Careers 1998 - 2005
Skills
Financial Reporting, Risk Assessment, Partnership Accounting, Private Equity, Fund Of Funds, Venture Capital, US GAAP, Hedge Funds, Alternative Investments, Offshore Funds, Broker-Dealer, Management Companies, Accounting, Auditing
Education
California State University-East Bay
Bachelor of Arts in Business Administration, Concentration in Finance
Brian Stover's Perry-Smith LLP Experience June 1999 - October 2001
Job IT Enterprise Architect at Panattoni Technology Group
Industry Information Technology and Services
Experience
Panattoni Technology Group August 2013 - Present
Organon Professional Services May 2013 - August 2013
Panattoni Technology Group February 2007 - May 2013
Sacramento City College June 2007 - December 2008
The Sacramento Bee January 2003 - February 2007
The McClatchy Company October 2001 - January 2003
Perry-Smith LLP June 1999 - October 2001
Skills
Budgets, Project Management, Microsoft Excel, Leadership, Financial Reporting, Forecasting, Accounting, Strategic Planning, Project Planning, Financial Modeling, SSIS, SSRS, SSAS, T-SQL, CPA, Data Warehousing, Database Design, Application Architecture, Analysis Services, Finance, SQL, Integration, Analysis, Business Analysis, Crystal Reports, Business Intelligence
Education
University of California, Davis - Graduate School of Management 2004 — 2007
MBA
California State University-Chico 1992 — 1999
BS
Panattoni Technology Group August 2013 - Present
Organon Professional Services May 2013 - August 2013
Panattoni Technology Group February 2007 - May 2013
Sacramento City College June 2007 - December 2008
The Sacramento Bee January 2003 - February 2007
The McClatchy Company October 2001 - January 2003
Perry-Smith LLP June 1999 - October 2001
Skills
Budgets, Project Management, Microsoft Excel, Leadership, Financial Reporting, Forecasting, Accounting, Strategic Planning, Project Planning, Financial Modeling, SSIS, SSRS, SSAS, T-SQL, CPA, Data Warehousing, Database Design, Application Architecture, Analysis Services, Finance, SQL, Integration, Analysis, Business Analysis, Crystal Reports, Business Intelligence
Education
University of California, Davis - Graduate School of Management 2004 — 2007
MBA
California State University-Chico 1992 — 1999
BS
Rebekah Blakeley Lindsey's Perry-Smith LLP Experience September 2000 - February 2004
Job Senior Staff Accountant at SEC
Industry Accounting
Experience
US Securities and Exchange Commission November 2008 - Present
Office of the Comptroller of the Currency March 2008 - November 2008
US Securities and Exchange Commission August 2004 - February 2008
Freddie Mac March 2004 - July 2004
Perry-Smith LLP September 2000 - February 2004
Skills
Corporate Finance, Accounting, SEC filings, SEC Financial Reporting, GAAP, IFRS, Auditing, CPA, Sarbanes-Oxley Act, Financial Statements, US GAAP, Revenue Recognition, Internal Controls, SEC Filings, Financial Analysis
Education
Sonoma State University 1996 — 2000
Bachelor of Science, Business Administration, Accounting
US Securities and Exchange Commission November 2008 - Present
Office of the Comptroller of the Currency March 2008 - November 2008
US Securities and Exchange Commission August 2004 - February 2008
Freddie Mac March 2004 - July 2004
Perry-Smith LLP September 2000 - February 2004
Skills
Corporate Finance, Accounting, SEC filings, SEC Financial Reporting, GAAP, IFRS, Auditing, CPA, Sarbanes-Oxley Act, Financial Statements, US GAAP, Revenue Recognition, Internal Controls, SEC Filings, Financial Analysis
Education
Sonoma State University 1996 — 2000
Bachelor of Science, Business Administration, Accounting
Erik Lawson's Perry-Smith LLP Experience September 2002 - September 2005
Job Vice President and Controller at American River Bankshares
Industry Banking
Experience
American River Bank September 2005 - Present
Perry-Smith LLP September 2002 - September 2005
KPMG Audit January 2001 - June 2002
IpswichBank May 1999 - May 2000
BayBank 1993 - 1999
BankBoston 1993 - 1999
Skills
SOX 404, Enterprise Risk, Financial Reporting, Enterprise Risk..., Auditing, Accounting, SEC filings
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2001
MBA/MS, Accounting
Boston University 1992 — 1993
Communication
Hobart and William Smith Colleges 1987 — 1991
BA, History
American River Bank September 2005 - Present
Perry-Smith LLP September 2002 - September 2005
KPMG Audit January 2001 - June 2002
IpswichBank May 1999 - May 2000
BayBank 1993 - 1999
BankBoston 1993 - 1999
Skills
SOX 404, Enterprise Risk, Financial Reporting, Enterprise Risk..., Auditing, Accounting, SEC filings
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2001
MBA/MS, Accounting
Boston University 1992 — 1993
Communication
Hobart and William Smith Colleges 1987 — 1991
BA, History
Jeff Slovak, CPA's Perry-Smith LLP Experience July 2008 - June 2011
Job Accounts Payable Manager at Aerojet Rocketdyne
Industry Accounting
Experience
Aerojet Rocketdyne June 2015 - Present
Aerojet Rocketdyne July 2013 - May 2015
American River College December 2012 - May 2015
GenCorp/Aerojet Rocketdyne July 2011 - June 2013
Perry-Smith LLP July 2008 - June 2011
Deloitte September 2006 - June 2008
Skills
Financial Accounting, Project Management, GAAP, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, CPA, ERP Implementations, Oracle ERP, Acquisition Integration, Financial Reporting, Financial Analysis, Financial Statements, Finance, College Teaching, Data Analysis, Public Speaking
Education
University of California, Santa Barbara 2000 — 2006
Bachelor of Science, Business Economics with an Accounting Emphasis
Aerojet Rocketdyne June 2015 - Present
Aerojet Rocketdyne July 2013 - May 2015
American River College December 2012 - May 2015
GenCorp/Aerojet Rocketdyne July 2011 - June 2013
Perry-Smith LLP July 2008 - June 2011
Deloitte September 2006 - June 2008
Skills
Financial Accounting, Project Management, GAAP, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, CPA, ERP Implementations, Oracle ERP, Acquisition Integration, Financial Reporting, Financial Analysis, Financial Statements, Finance, College Teaching, Data Analysis, Public Speaking
Education
University of California, Santa Barbara 2000 — 2006
Bachelor of Science, Business Economics with an Accounting Emphasis
Tara Janice's Perry-Smith LLP Experience September 1997 - June 2000
Job
Industry Hospital & Health Care
Experience
UC Davis Health System October 2012 - Present
UC Davis Health System February 2010 - October 2012
Pro-Unlimited September 2007 - February 2010
California Dental Association July 2006 - August 2007
IDEXX Laboratories, Inc. September 2003 - July 2006
University of California, Davis - Internal Audit Services October 2002 - September 2003
INTEL Corporation June 2000 - October 2002
Perry-Smith, LLP September 1997 - June 2000
Skills
Accounting, Financial Analysis, Financial Reporting
Education
University of California, Davis - Graduate School of Management 2002 — 2005
M.B.A., Finance
Sonoma State University
B.S., Business Administration - Accounting
UC Davis Health System October 2012 - Present
UC Davis Health System February 2010 - October 2012
Pro-Unlimited September 2007 - February 2010
California Dental Association July 2006 - August 2007
IDEXX Laboratories, Inc. September 2003 - July 2006
University of California, Davis - Internal Audit Services October 2002 - September 2003
INTEL Corporation June 2000 - October 2002
Perry-Smith, LLP September 1997 - June 2000
Skills
Accounting, Financial Analysis, Financial Reporting
Education
University of California, Davis - Graduate School of Management 2002 — 2005
M.B.A., Finance
Sonoma State University
B.S., Business Administration - Accounting
Chris Therrien's Perry-Smith LLP Experience June 1989 - July 1997
Job US Federal Tax Compliance Senior Director at Intel / Global Tax and Trade
Industry Semiconductors
Experience
Intel / Global Tax and Trade June 2003 - Present
Intel Corporation June 2003 - September 2005
PricewaterhouseCoopers September 1999 - July 2001
Robertson, Woodford, & Francis LLP July 1997 - September 1999
Perry-Smith LLP June 1989 - July 1997
Krohn & Croak, CPA's March 1986 - June 1989
Skills
Tax Research, Tax, Accounting, Internal Controls
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
MBA
Golden Gate University 1990 — 1994
MST, Taxation
California State University-Chico 1980 — 1985
BS, Accounting
Intel / Global Tax and Trade June 2003 - Present
Intel Corporation June 2003 - September 2005
PricewaterhouseCoopers September 1999 - July 2001
Robertson, Woodford, & Francis LLP July 1997 - September 1999
Perry-Smith LLP June 1989 - July 1997
Krohn & Croak, CPA's March 1986 - June 1989
Skills
Tax Research, Tax, Accounting, Internal Controls
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
MBA
Golden Gate University 1990 — 1994
MST, Taxation
California State University-Chico 1980 — 1985
BS, Accounting
Tina Treis's Perry-Smith LLP Experience August 1991 - October 2011
Job Partner at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP August 1991 - October 2011
Ernst & Young 1980 - 1991
Skills
Accounting, Corporate Tax, Tax, Auditing, GAAP, CPA, SEC filings, Financial Reporting, Internal Controls, Financial Statements, Sarbanes-Oxley Act, Strategic Planning, Financial Accounting, US GAAP
Education
California State University-Sacramento 1975 — 1979
BS, Accountancy
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP August 1991 - October 2011
Ernst & Young 1980 - 1991
Skills
Accounting, Corporate Tax, Tax, Auditing, GAAP, CPA, SEC filings, Financial Reporting, Internal Controls, Financial Statements, Sarbanes-Oxley Act, Strategic Planning, Financial Accounting, US GAAP
Education
California State University-Sacramento 1975 — 1979
BS, Accountancy
Sonja Ikaheimo's Perry-Smith LLP Experience August 1995 - August 1997
Job Consultant at RGP
Industry Accounting
Experience
Resources Global April 2007 - Present
IDS Real Estate Group June 2006 - March 2007
Maguire Properties March 2004 - March 2006
Kearny Real Estate Company August 2001 - October 2003
Morgan Stanley December 1999 - July 2001
BDO Seidman, LLP September 1997 - September 1999
Perry-Smith LLP August 1995 - August 1997
Education
California State University-Chico 1992 — 1995
BS, Business Administration - Accounting & Finance
Mesabi Community College 1989 — 1991
AA, Accounting
Resources Global April 2007 - Present
IDS Real Estate Group June 2006 - March 2007
Maguire Properties March 2004 - March 2006
Kearny Real Estate Company August 2001 - October 2003
Morgan Stanley December 1999 - July 2001
BDO Seidman, LLP September 1997 - September 1999
Perry-Smith LLP August 1995 - August 1997
Education
California State University-Chico 1992 — 1995
BS, Business Administration - Accounting & Finance
Mesabi Community College 1989 — 1991
AA, Accounting
Wing Cheng, CPA, MST's Perry-Smith LLP Experience July 2010 - December 2010
Job Tax Manager at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2013 - July 2014
Rothstein Kass October 2012 - September 2013
Rothstein Kass January 2011 - September 2012
Perry-Smith LLP July 2010 - December 2010
Perry-Smith LLP June 2008 - June 2010
H&R Block December 2007 - April 2008
Adina For Life February 2007 - February 2008
Education
Golden Gate University 2010 — 2012
Master's degree, Taxation, GPA 4.0
University of California, Berkeley 2005 — 2006
Bachelor of Arts (BA), Economics
KPMG US July 2014 - Present
Rothstein Kass October 2013 - July 2014
Rothstein Kass October 2012 - September 2013
Rothstein Kass January 2011 - September 2012
Perry-Smith LLP July 2010 - December 2010
Perry-Smith LLP June 2008 - June 2010
H&R Block December 2007 - April 2008
Adina For Life February 2007 - February 2008
Education
Golden Gate University 2010 — 2012
Master's degree, Taxation, GPA 4.0
University of California, Berkeley 2005 — 2006
Bachelor of Arts (BA), Economics
Shirley Loss's Perry-Smith LLP Experience 1996 - 1998
Job Sr. Financial Analyst at California Dental Association
Industry Accounting
Experience
California family fitness March 2003 - Present
California Dental Association January 2012 - April 2013
K. Hovnanian Homes September 2010 - December 2011
DoctorsXL, LLC February 2008 - October 2009
Shea Homes April 2007 - February 2008
John Laing Homes August 2005 - April 2007
Verizon Wireless 1999 - 2000
Perry-Smith LLP 1996 - 1998
Skills
Accounting, Outlook, Excel, Budgeting, Financial Reporting, Process Improvement, Financial Analysis, Access, Microsoft Excel, Financial Accounting, Microsoft Office
Education
California State University-Sacramento 1990 — 1996
Bachelor of Science, Accounting
California family fitness March 2003 - Present
California Dental Association January 2012 - April 2013
K. Hovnanian Homes September 2010 - December 2011
DoctorsXL, LLC February 2008 - October 2009
Shea Homes April 2007 - February 2008
John Laing Homes August 2005 - April 2007
Verizon Wireless 1999 - 2000
Perry-Smith LLP 1996 - 1998
Skills
Accounting, Outlook, Excel, Budgeting, Financial Reporting, Process Improvement, Financial Analysis, Access, Microsoft Excel, Financial Accounting, Microsoft Office
Education
California State University-Sacramento 1990 — 1996
Bachelor of Science, Accounting
Kevin Jin's Perry-Smith LLP Experience April 2008 - October 2010
Job Assurance Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young October 2012 - Present
Crowe Horwath LLP August 2011 - October 2012
VSP October 2010 - June 2011
Perry-Smith LLP April 2008 - October 2010
American River Bank January 2006 - March 2008
Calnet Business Bank February 2004 - January 2006
Skills
Financial Accounting, Accounting, Audit, Internal Controls, Financial Reporting, Auditing, GAAP, Excel, SOX, Financial Analysis, SEC reporting, Compliance, General Ledger, Sarbanes-Oxley Act, External Audit, SEC filings, CPA, US GAAP
Education
University of California, Davis
2003, Business Admin
Ernst & Young October 2012 - Present
Crowe Horwath LLP August 2011 - October 2012
VSP October 2010 - June 2011
Perry-Smith LLP April 2008 - October 2010
American River Bank January 2006 - March 2008
Calnet Business Bank February 2004 - January 2006
Skills
Financial Accounting, Accounting, Audit, Internal Controls, Financial Reporting, Auditing, GAAP, Excel, SOX, Financial Analysis, SEC reporting, Compliance, General Ledger, Sarbanes-Oxley Act, External Audit, SEC filings, CPA, US GAAP
Education
University of California, Davis
2003, Business Admin
Paul Merchant, CPA's Perry-Smith LLP Experience August 2004 - November 2011
Job Senior Manager in Audit at Armanino LLP
Industry Accounting
Experience
Armanino LLP September 2014 - Present
Crowe Horwath LLP November 2011 - September 2014
Perry-Smith LLP August 2004 - November 2011
Skills
Financial Institutions, Auditing, SEC Financial Reporting, US GAAP, Internal Audit, Accounting, GAAP, Assurance, Financial Risk, CPA, SEC filings, Sarbanes-Oxley Act
Education
Loyola Marymount University 2000 — 2004
Bachelor of Science, Accounting
Armanino LLP September 2014 - Present
Crowe Horwath LLP November 2011 - September 2014
Perry-Smith LLP August 2004 - November 2011
Skills
Financial Institutions, Auditing, SEC Financial Reporting, US GAAP, Internal Audit, Accounting, GAAP, Assurance, Financial Risk, CPA, SEC filings, Sarbanes-Oxley Act
Education
Loyola Marymount University 2000 — 2004
Bachelor of Science, Accounting
Molly Bolar's Perry-Smith LLP Experience March 2010 - March 2011
Job Contingent Workforce Program Manager
Industry Human Resources
Experience
RightSourcing January 2015 - Present
David Pringle & Associates November 2012 - June 2013
PRO Unlimited March 2011 - November 2012
Perry-Smith LLP March 2010 - March 2011
Mainstay Business Solutions August 2004 - July 2009
Skills
Employee Relations, Project Management, Applicant Tracking..., Human Resources, Employee Benefits, Onboarding, Vendor Management, Benefits Administration, Temporary Staffing, Payroll, Sourcing, HRIS, Project Coordination, Commutations, Recruiting, Training, Temporary Placement, Staffing Services, SDLC
Education
National University 2001 — 2002
Bachelor of Science, Liberal Arts and Sciences/Liberal Studies
California State University-Fresno 1992 — 1998
Liberal Arts and Sciences/Liberal Studies
RightSourcing January 2015 - Present
David Pringle & Associates November 2012 - June 2013
PRO Unlimited March 2011 - November 2012
Perry-Smith LLP March 2010 - March 2011
Mainstay Business Solutions August 2004 - July 2009
Skills
Employee Relations, Project Management, Applicant Tracking..., Human Resources, Employee Benefits, Onboarding, Vendor Management, Benefits Administration, Temporary Staffing, Payroll, Sourcing, HRIS, Project Coordination, Commutations, Recruiting, Training, Temporary Placement, Staffing Services, SDLC
Education
National University 2001 — 2002
Bachelor of Science, Liberal Arts and Sciences/Liberal Studies
California State University-Fresno 1992 — 1998
Liberal Arts and Sciences/Liberal Studies
David Merck's Perry-Smith LLP Experience June 2005 - December 2007
Job CPA, Financial Institutions Auditor and Consultant, Former CFO of 2 FI's
Industry Accounting
Experience
Dave Merck Consultancy June 2010 - January 2011
Granite Bancshares (Granite Community Bank) May 2009 - May 2010
Granite Bancshares (Granite Community Bank) August 2008 - May 2009
Perry-Smith LLP June 2005 - December 2007
Moss Adams LLP August 2002 - April 2005
Western Sierra Bancorp June 2001 - March 2002
Perry-Smith LLP June 1989 - June 2001
EY January 1988 - June 1989
Education
San Francisco State University, College of Business 1984 — 1987
Dave Merck Consultancy June 2010 - January 2011
Granite Bancshares (Granite Community Bank) May 2009 - May 2010
Granite Bancshares (Granite Community Bank) August 2008 - May 2009
Perry-Smith LLP June 2005 - December 2007
Moss Adams LLP August 2002 - April 2005
Western Sierra Bancorp June 2001 - March 2002
Perry-Smith LLP June 1989 - June 2001
EY January 1988 - June 1989
Education
San Francisco State University, College of Business 1984 — 1987
Jeff Even's Perry-Smith LLP Experience August 2003 - February 2004
Job Senior Financial Analyst at Sutter Physician Services
Industry Hospital & Health Care
Experience
Sutter Physician Services May 2015 - Present
Blue Shield of California July 2014 - May 2015
Hewlett-Packard November 2011 - August 2014
Hewlett-Packard July 2009 - October 2011
Hewlett-Packard December 2008 - June 2009
Wachovia Small Business Capital March 2007 - October 2008
State Street February 2006 - March 2007
Franklin Templeton Investments May 2005 - February 2006
Franklin Templeton Investments February 2004 - May 2005
Perry-Smith LLP August 2003 - February 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Accounting, Business Planning, Tax, Process Improvement, Business Analysis, Business Process..., Finance, Program Management
Education
University of California, Davis - Graduate School of Management 2005 — 2008
Master of Business Administration (MBA), Finance, Accounting, and Organizational Behavior
California State University-Sacramento 2001 — 2003
Bachelor of Science (B.S.), Accounting
Sutter Physician Services May 2015 - Present
Blue Shield of California July 2014 - May 2015
Hewlett-Packard November 2011 - August 2014
Hewlett-Packard July 2009 - October 2011
Hewlett-Packard December 2008 - June 2009
Wachovia Small Business Capital March 2007 - October 2008
State Street February 2006 - March 2007
Franklin Templeton Investments May 2005 - February 2006
Franklin Templeton Investments February 2004 - May 2005
Perry-Smith LLP August 2003 - February 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Accounting, Business Planning, Tax, Process Improvement, Business Analysis, Business Process..., Finance, Program Management
Education
University of California, Davis - Graduate School of Management 2005 — 2008
Master of Business Administration (MBA), Finance, Accounting, and Organizational Behavior
California State University-Sacramento 2001 — 2003
Bachelor of Science (B.S.), Accounting
Erica Pastor's Perry-Smith LLP Experience March 2003 - April 2007
Job Senior Manager at Mann, Urrutia, Nelson, CPAs
Industry Accounting
Experience
Mann, Urrutia, Nelson, CPAs May 2007 - Present
Perry-Smith LLP March 2003 - April 2007
Skills
CPA, GAAP, Internal Controls, Accounting, Auditing, Financial Reporting, Financial Accounting, Governmental Accounting, US GAAP, Government Accounting, Financial Statements, Financial Analysis, SEC filings, Tax Returns, Tax Accounting
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics
National University
Certificate in Accountancy
Mann, Urrutia, Nelson, CPAs May 2007 - Present
Perry-Smith LLP March 2003 - April 2007
Skills
CPA, GAAP, Internal Controls, Accounting, Auditing, Financial Reporting, Financial Accounting, Governmental Accounting, US GAAP, Government Accounting, Financial Statements, Financial Analysis, SEC filings, Tax Returns, Tax Accounting
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics
National University
Certificate in Accountancy
Scott Sheldon's Perry-Smith LLP Experience January 2001 - December 2003
Job SVP & CFO at Allegiant Travel Company
Industry Airlines/Aviation
Experience
Allegiant Travel Company January 2004 - Present
Perry-Smith LLP January 2001 - December 2003
Skills
Airlines, Internal Controls, Auditing, Financial Modeling, Financial Analysis, Accounting, Forecasting, Sarbanes-Oxley Act, Financial Reporting, Process Improvement, Aviation
Education
California State University-Chico 1998 — 2001
Allegiant Travel Company January 2004 - Present
Perry-Smith LLP January 2001 - December 2003
Skills
Airlines, Internal Controls, Auditing, Financial Modeling, Financial Analysis, Accounting, Forecasting, Sarbanes-Oxley Act, Financial Reporting, Process Improvement, Aviation
Education
California State University-Chico 1998 — 2001
Stephen Buckner, CPA's Perry-Smith LLP Experience July 2011 - November 2011
Job Senior Manager Audit at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP August 2015 - Present
Crowe Horwath LLP August 2013 - July 2015
Crowe Horwath LLP November 2011 - July 2013
Perry-Smith LLP July 2011 - November 2011
Perry-Smith LLP July 2010 - July 2011
Perry-Smith LLP August 2008 - July 2010
Skills
Accounting, Financial Reporting, GAAP, Sarbanes-Oxley Act, Auditing, Financial Analysis, Financial Statements, Financial Accounting, US GAAP, Internal Controls
Education
California State University-Chico 2005 — 2008
BS-Accounting
Crowe Horwath LLP August 2015 - Present
Crowe Horwath LLP August 2013 - July 2015
Crowe Horwath LLP November 2011 - July 2013
Perry-Smith LLP July 2011 - November 2011
Perry-Smith LLP July 2010 - July 2011
Perry-Smith LLP August 2008 - July 2010
Skills
Accounting, Financial Reporting, GAAP, Sarbanes-Oxley Act, Auditing, Financial Analysis, Financial Statements, Financial Accounting, US GAAP, Internal Controls
Education
California State University-Chico 2005 — 2008
BS-Accounting
Jay Uhlenhoff's Perry-Smith LLP Experience 2008 - 2010
Job Team Support at First Republic Bank
Industry Banking
Experience
First Republic Bank February 2015 - Present
First Republic Bank December 2011 - February 2015
First Republic Bank July 2011 - December 2011
Robert Half Finance & Accounting November 2010 - July 2011
Perry-Smith LLP 2008 - 2010
San Luis Obispo Tribune 2007 - 2008
Skills
Management, Banking, Financial Analysis, Finance, Leadership, Accounting, Financial Services, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS Agricultural Business, Accounting
First Republic Bank February 2015 - Present
First Republic Bank December 2011 - February 2015
First Republic Bank July 2011 - December 2011
Robert Half Finance & Accounting November 2010 - July 2011
Perry-Smith LLP 2008 - 2010
San Luis Obispo Tribune 2007 - 2008
Skills
Management, Banking, Financial Analysis, Finance, Leadership, Accounting, Financial Services, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS Agricultural Business, Accounting
Rhalf Ferrer's Perry-Smith LLP Experience January 2009 - April 2011
Job SEC Reporting Analyst at Hercules Technology Growth Capital
Industry Accounting
Experience
Hercules Technology Growth Capital April 2011 - December 2011
Perry-Smith LLP January 2009 - April 2011
Skills
Accounting, Assurance, Auditing, Financial Reporting, GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
California State University-Sacramento 2002 — 2008
Business Administration, Accountancy
Hercules Technology Growth Capital April 2011 - December 2011
Perry-Smith LLP January 2009 - April 2011
Skills
Accounting, Assurance, Auditing, Financial Reporting, GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
California State University-Sacramento 2002 — 2008
Business Administration, Accountancy
Ronald Bawden's Perry-Smith LLP Experience August 1994 - January 1996
Job President at Ronald C. Bawden, CPA, A Professional Corporation
Industry Accounting
Experience
Ronald C. Bawden, CPA, A Professional Corporation July 2010 - Present
Bawden, Covey & Willis, CPAs March 2000 - June 2010
Ronald C. Bawden CPA (sole practitioner) September 1996 - March 2000
Perry-Smith LLP August 1994 - January 1996
Skills
Accounting, Auditing, Tax Preparation, Tax, Small Business, Management, Nonprofits, Income Tax, Corporate Tax, Internal Audit, Tax Returns, Financial Reporting, QuickBooks, Managerial Finance, Internal Controls, Financial Accounting, Strategic Planning
Education
California State University-Sacramento 1992 — 1994
BS, Business Administration-Accountancy
Ronald C. Bawden, CPA, A Professional Corporation July 2010 - Present
Bawden, Covey & Willis, CPAs March 2000 - June 2010
Ronald C. Bawden CPA (sole practitioner) September 1996 - March 2000
Perry-Smith LLP August 1994 - January 1996
Skills
Accounting, Auditing, Tax Preparation, Tax, Small Business, Management, Nonprofits, Income Tax, Corporate Tax, Internal Audit, Tax Returns, Financial Reporting, QuickBooks, Managerial Finance, Internal Controls, Financial Accounting, Strategic Planning
Education
California State University-Sacramento 1992 — 1994
BS, Business Administration-Accountancy
Larry Raber's Perry-Smith LLP Experience August 2000 - Present
Job Partner at Crowe Horwath LLP
Industry Banking
Experience
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP August 2000 - Present
Deloitte 1990 - 2000
Skills
Internal Audit, Sarbanes-Oxley Act, Mergers & Acquisitions, Auditing, SEC filings, Financial Institutions, CPA, Financial Analysis, Accounting, Mergers, Internal Controls, GAAP, Financial Reporting, Tax, US GAAP, Assurance, Financial Accounting, Corporate Tax, Income Tax
Education
University of California, Berkeley 1975 — 1978
BA, Economics
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP August 2000 - Present
Deloitte 1990 - 2000
Skills
Internal Audit, Sarbanes-Oxley Act, Mergers & Acquisitions, Auditing, SEC filings, Financial Institutions, CPA, Financial Analysis, Accounting, Mergers, Internal Controls, GAAP, Financial Reporting, Tax, US GAAP, Assurance, Financial Accounting, Corporate Tax, Income Tax
Education
University of California, Berkeley 1975 — 1978
BA, Economics
Khalid Acheckzai, CPA's Perry-Smith LLP Experience August 2002 - November 2011
Job EVP Chief Financial Officer & Chief Operating Officer at First Community Bank
Industry Banking
Experience
First Community Bank Santa Rosa March 2015 - Present
Crowe Horwath LLP November 2011 - March 2015
Perry-Smith LLP August 2002 - November 2011
Silicon Valley Bank December 2000 - July 2002
Bank of America May 1997 - December 2000
Skills
Finance, Financial Audits, Internal Controls, Auditing, Financial Analysis, SEC filings, Enterprise Risk..., Sarbanes-Oxley Act, Mergers & Acquisitions, Private Equity, Banking, Financial Reporting
Education
Pacific Coast Graduate School of Banking- University of Washington 2008 — 2010
Graduate, School of Banking
California State University-Hayward - School of Business and Economics 1992 — 1996
First Community Bank Santa Rosa March 2015 - Present
Crowe Horwath LLP November 2011 - March 2015
Perry-Smith LLP August 2002 - November 2011
Silicon Valley Bank December 2000 - July 2002
Bank of America May 1997 - December 2000
Skills
Finance, Financial Audits, Internal Controls, Auditing, Financial Analysis, SEC filings, Enterprise Risk..., Sarbanes-Oxley Act, Mergers & Acquisitions, Private Equity, Banking, Financial Reporting
Education
Pacific Coast Graduate School of Banking- University of Washington 2008 — 2010
Graduate, School of Banking
California State University-Hayward - School of Business and Economics 1992 — 1996
Aaron Miki, CPA's Perry-Smith LLP Experience August 2006 - May 2008
Job Tax Manager at Clifton Douglas, LLP
Industry Accounting
Experience
Clifton Douglas, LLP May 2015 - Present
BBAM US LP October 2011 - April 2015
Babcock & Brown May 2008 - October 2011
Perry-Smith LLP August 2006 - May 2008
University of San Francisco August 2005 - June 2006
Skills
Tax Returns, Tax, Accounting, Internal Controls, Analysis, Accounts Payable, Due Diligence, Revenue Recognition, VAT, Finance, Corporate Finance, Income Tax, Restructuring, US GAAP, Auditing, GAAP, Corporate Tax, General Ledger, Mergers & Acquisitions, Management, Corporate Law, Financial Accounting, QuickBooks, SEC filings, Financial Analysis, Financial Statements, Tax Research, Tax Accounting, Financial Modeling, IFRS, Sarbanes-Oxley Act, Private Equity, Financial Reporting, Internal Audit, Nonprofits, Tax Preparation
Education
University of San Francisco School of Law 2011 — 2015
Juris Doctor, Tax Law/Taxation
University of San Francisco 2002 — 2006
Bachelors, Accounting
Clifton Douglas, LLP May 2015 - Present
BBAM US LP October 2011 - April 2015
Babcock & Brown May 2008 - October 2011
Perry-Smith LLP August 2006 - May 2008
University of San Francisco August 2005 - June 2006
Skills
Tax Returns, Tax, Accounting, Internal Controls, Analysis, Accounts Payable, Due Diligence, Revenue Recognition, VAT, Finance, Corporate Finance, Income Tax, Restructuring, US GAAP, Auditing, GAAP, Corporate Tax, General Ledger, Mergers & Acquisitions, Management, Corporate Law, Financial Accounting, QuickBooks, SEC filings, Financial Analysis, Financial Statements, Tax Research, Tax Accounting, Financial Modeling, IFRS, Sarbanes-Oxley Act, Private Equity, Financial Reporting, Internal Audit, Nonprofits, Tax Preparation
Education
University of San Francisco School of Law 2011 — 2015
Juris Doctor, Tax Law/Taxation
University of San Francisco 2002 — 2006
Bachelors, Accounting
Cheryl Baker's Perry-Smith LLP Experience June 1995 - June 2000
Job Corp Director of Accounting at E*TRADE Financial
Industry Accounting
Experience
E*TRADE Financial June 2000 - Present
Perry-Smith LLP June 1995 - June 2000
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounting, Internal Controls, General Ledger, US GAAP, GAAP, CPA, Financial Analysis, Revenue Recognition, Financial Accounting, Financial Statements, SEC Filings, Finance
Education
California State University-Sacramento
E*TRADE Financial June 2000 - Present
Perry-Smith LLP June 1995 - June 2000
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounting, Internal Controls, General Ledger, US GAAP, GAAP, CPA, Financial Analysis, Revenue Recognition, Financial Accounting, Financial Statements, SEC Filings, Finance
Education
California State University-Sacramento
Jessica Arcilla's Perry-Smith LLP Experience August 2008 - Present
Job Captain at US Air Force Reserves
Industry Accounting
Experience
Perry-Smith LLP August 2008 - Present
United States Air Force Reserves 1985 - Present
World Savings Bank May 2006 - November 2007
Montage Consulting May 2005 - April 2006
Deloitte LLP June 2002 - May 2005
Arthur Andersen LLP August 2000 - April 2002
Franchise Tax Board June 1996 - August 2000
Education
California State University-East Bay 1992 — 1996
Bachelor of Science, Business Administration - Accounting
Perry-Smith LLP August 2008 - Present
United States Air Force Reserves 1985 - Present
World Savings Bank May 2006 - November 2007
Montage Consulting May 2005 - April 2006
Deloitte LLP June 2002 - May 2005
Arthur Andersen LLP August 2000 - April 2002
Franchise Tax Board June 1996 - August 2000
Education
California State University-East Bay 1992 — 1996
Bachelor of Science, Business Administration - Accounting
Arthur Ngo, CPA's Perry-Smith LLP Experience January 2007 - November 2011
Job Senior Manager, Audit and Financial Advisory at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP January 2007 - November 2011
Skills
SEC filings
Education
CSU, Fresno 2002 — 2006
Business Administration, Accounting
California State University-Fresno
Bachelor of Science (B.S.), Accounting and Business/Management
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP January 2007 - November 2011
Skills
SEC filings
Education
CSU, Fresno 2002 — 2006
Business Administration, Accounting
California State University-Fresno
Bachelor of Science (B.S.), Accounting and Business/Management
Vicky Dali's Perry-Smith LLP Experience 1994 - 2000
Job Independent Accounting Professional
Industry Accounting
Experience
West Sacramento Early College Prep Charter School 2010 - 2013
Washington Unified School District 2003 - November 2006
Placer Union High School District 2000 - 2003
Perry-Smith LLP 1994 - 2000
Skills
Financial Reporting, Government Accounting, Management, Staff Management, Benefits Administration, Compensation & Benefit, Retirement Planning, Auditing, Accounting
Education
CSU Sacramento 1990 — 1993
Bachelor's degree, Business - Accounting
Occidental College 1988 — 1990
N/A, Diplomacy and World Affairs/Economics
West Sacramento Early College Prep Charter School 2010 - 2013
Washington Unified School District 2003 - November 2006
Placer Union High School District 2000 - 2003
Perry-Smith LLP 1994 - 2000
Skills
Financial Reporting, Government Accounting, Management, Staff Management, Benefits Administration, Compensation & Benefit, Retirement Planning, Auditing, Accounting
Education
CSU Sacramento 1990 — 1993
Bachelor's degree, Business - Accounting
Occidental College 1988 — 1990
N/A, Diplomacy and World Affairs/Economics
Jennifer Tawson's Perry-Smith LLP Experience September 1994 - June 2001
Job Senior Executive Assistant at Union Bank
Industry Banking
Experience
Union Bank July 2001 - Present
Perry-Smith LLP September 1994 - June 2001
Ernst & Young 1989 - 1994
Skills
Banking, Administrative..., Lotus Notes, Outlook, Credit, Commercial Banking, Loans, Visio, Office Management, Microsoft Excel, Retail Banking, Access, PowerPoint, Customer Service, Spreadsheets, Administrative..., Finance, Financial Analysis
Education
Fullerton College
Union Bank July 2001 - Present
Perry-Smith LLP September 1994 - June 2001
Ernst & Young 1989 - 1994
Skills
Banking, Administrative..., Lotus Notes, Outlook, Credit, Commercial Banking, Loans, Visio, Office Management, Microsoft Excel, Retail Banking, Access, PowerPoint, Customer Service, Spreadsheets, Administrative..., Finance, Financial Analysis
Education
Fullerton College
Catherine Peck's Perry-Smith LLP Experience 1985 - 1989
Job CPA, Instructor, NonProfit Leadership
Industry Nonprofit Organization Management
Experience
MBS Accountancy Corporation April 2015 - Present
Engineering World Health September 2001 - Present
Fresno Pacific University August 2013 - May 2015
Engineering World Health October 2012 - June 2013
Fresno Pacific University August 2010 - February 2012
JCP Renascent Group, LLC 2006 - 2010
Catherine Peck, CPA 1999 - 2009
Various Colleges and Universities 1998 - 2009
Coopers & Lybrand 1989 - 1996
Perry-Smith LLP 1985 - 1989
Skills
Non-profits, Public Speaking, Teaching, Grants, Fundraising, Program Management, Research, Board Development, Nonprofits, Start-ups, Marketing, Accounting, Healthcare, Leadership
Education
The University of Memphis 1991 — 1994
M.S., Accounting/Tax
University of Arizona 1979 — 1983
B.S., Accounting
MBS Accountancy Corporation April 2015 - Present
Engineering World Health September 2001 - Present
Fresno Pacific University August 2013 - May 2015
Engineering World Health October 2012 - June 2013
Fresno Pacific University August 2010 - February 2012
JCP Renascent Group, LLC 2006 - 2010
Catherine Peck, CPA 1999 - 2009
Various Colleges and Universities 1998 - 2009
Coopers & Lybrand 1989 - 1996
Perry-Smith LLP 1985 - 1989
Skills
Non-profits, Public Speaking, Teaching, Grants, Fundraising, Program Management, Research, Board Development, Nonprofits, Start-ups, Marketing, Accounting, Healthcare, Leadership
Education
The University of Memphis 1991 — 1994
M.S., Accounting/Tax
University of Arizona 1979 — 1983
B.S., Accounting
Angell Haiflich's Perry-Smith LLP Experience May 2009 - August 2010
Job Finance Operations Manager at CSAA Insurance Group
Industry Accounting
Experience
CSAA Insurance Group September 2014 - Present
CSAA Insurance Group March 2013 - Present
CSAA Insurance Group March 2014 - May 2014
AAA NCNU August 2010 - March 2013
Perry-Smith LLP May 2009 - August 2010
Deloitte & Touche 2002 - 2009
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, SEC filings, CRM, CPA, Financial Reporting, Sarbanes-Oxley, US GAAP, Banking, Finance, Accounting, External Audit, GAAP, Microsoft Excel, Revenue Recognition, Financial Accounting, Internal Audit, Enterprise Risk..., Financial Statements, Consolidation, General Ledger, Financial Analysis, IFRS, FASB, Account Management, SEC Filings
Education
Rutgers University-New Brunswick 1998 — 2002
BS, Accounting
CSAA Insurance Group September 2014 - Present
CSAA Insurance Group March 2013 - Present
CSAA Insurance Group March 2014 - May 2014
AAA NCNU August 2010 - March 2013
Perry-Smith LLP May 2009 - August 2010
Deloitte & Touche 2002 - 2009
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, SEC filings, CRM, CPA, Financial Reporting, Sarbanes-Oxley, US GAAP, Banking, Finance, Accounting, External Audit, GAAP, Microsoft Excel, Revenue Recognition, Financial Accounting, Internal Audit, Enterprise Risk..., Financial Statements, Consolidation, General Ledger, Financial Analysis, IFRS, FASB, Account Management, SEC Filings
Education
Rutgers University-New Brunswick 1998 — 2002
BS, Accounting
Jason Filippini's Perry-Smith LLP Experience 1995 - 1998
Job Senior Director of Finance
Industry Accounting
Experience
The Seattle Times March 2014 - Present
Amazon September 2012 - February 2014
CliftonLarsonAllen 2009 - 2012
Abramson Pendergast & Company/Clothier & Head 1998 - 2009
Perry-Smith LLP 1995 - 1998
CBRE 1994 - 1995
Skills
General Ledger, QuickBooks, Variance Analysis, Cost Accounting, Financial Modeling, Cash Flow, Budgets, Finance, External Audit, Payroll, Strategic Financial..., Due Diligence, Microsoft Excel, Process Improvement, Accounts Payable, Corporate Finance, Tax, Financial Planning
Education
California State University-Sacramento
Bachelor of Science (BS), Accounting
California State University-Sacramento
Bachelor of Science (B.S.) - Accounting, Accounting and Finance
The Seattle Times March 2014 - Present
Amazon September 2012 - February 2014
CliftonLarsonAllen 2009 - 2012
Abramson Pendergast & Company/Clothier & Head 1998 - 2009
Perry-Smith LLP 1995 - 1998
CBRE 1994 - 1995
Skills
General Ledger, QuickBooks, Variance Analysis, Cost Accounting, Financial Modeling, Cash Flow, Budgets, Finance, External Audit, Payroll, Strategic Financial..., Due Diligence, Microsoft Excel, Process Improvement, Accounts Payable, Corporate Finance, Tax, Financial Planning
Education
California State University-Sacramento
Bachelor of Science (BS), Accounting
California State University-Sacramento
Bachelor of Science (B.S.) - Accounting, Accounting and Finance
Bora Lee's Perry-Smith LLP Experience January 2009 - December 2010
Job Senior Accountant at Related Companies
Industry Accounting
Experience
Related Companies September 2013 - September 2014
Squar Milner December 2010 - September 2013
Perry-Smith LLP January 2009 - December 2010
Skills
Auditing, Due Diligence, Data Analysis, Financial Reporting, GAAP, SEC filings, Financial Analysis, Accounting, General Ledger, Sarbanes-Oxley Act, Revenue Recognition, CPA, Financial Accounting, Financial Statements, Internal Controls, US GAAP, Assurance, Finance, SEC Filings, Mergers & Acquisitions
Education
University of California, Irvine 2002 — 2006
BA, Economics
Related Companies September 2013 - September 2014
Squar Milner December 2010 - September 2013
Perry-Smith LLP January 2009 - December 2010
Skills
Auditing, Due Diligence, Data Analysis, Financial Reporting, GAAP, SEC filings, Financial Analysis, Accounting, General Ledger, Sarbanes-Oxley Act, Revenue Recognition, CPA, Financial Accounting, Financial Statements, Internal Controls, US GAAP, Assurance, Finance, SEC Filings, Mergers & Acquisitions
Education
University of California, Irvine 2002 — 2006
BA, Economics
Jessica Arcilla's Perry-Smith LLP Experience August 2008 - February 2010
Job AccountantCPA, Officer U.S. Air Force Reserves, and Business Owner
Industry Accounting
Experience
Department of the Treasury September 2010 - Present
Perry-Smith LLP August 2008 - February 2010
Education
Golden Gate University 2005 — 2007
Taxation
California State University-East Bay 1992 — 1996
Department of the Treasury September 2010 - Present
Perry-Smith LLP August 2008 - February 2010
Education
Golden Gate University 2005 — 2007
Taxation
California State University-East Bay 1992 — 1996
Jill Gillespie's Perry-Smith LLP Experience 1991 - 1995
Job General Accounting Manager at Peruvian Connection
Industry Accounting
Experience
Peruvian Connection December 2011 - Present
ComTrans, Inc January 2008 - June 2011
Medical Transporation Management 1999 - 2007
Dickey & Wolf, LLC 1997 - 1999
Center Unified School District 1995 - 1997
Perry-Smith LLP 1991 - 1995
Education
California State University-Sacramento
BS, Accountancy
UCLA
General Studies
Peruvian Connection December 2011 - Present
ComTrans, Inc January 2008 - June 2011
Medical Transporation Management 1999 - 2007
Dickey & Wolf, LLC 1997 - 1999
Center Unified School District 1995 - 1997
Perry-Smith LLP 1991 - 1995
Education
California State University-Sacramento
BS, Accountancy
UCLA
General Studies
Chris McGinness's Perry-Smith LLP Experience 1999 - 2002
Job Vice President, General Manager at Primeritus Financial Services, Inc
Industry Financial Services
Experience
Primeritus Financial Services, Inc December 2013 - Present
ADESA August 2007 - December 2013
ADESA Sacramento February 2002 - August 2007
Perry-Smith LLP 1999 - 2002
Skills
Automobile, Profit, Automotive Aftermarket, Fleet Management, Automotive, Vehicles, Dealers, Parts, Reynolds, Dealer Management, Customer Retention, Warranty, Customer Satisfaction, Inventory Management, Pricing, Sales Process, Sales Operations, P&L, Purchasing, Automotive Repair, Wholesale, Forecasting, Sales Management
Education
California State University-Sacramento 1995 — 1999
Bachelor of Science (BS), Accounting
Primeritus Financial Services, Inc December 2013 - Present
ADESA August 2007 - December 2013
ADESA Sacramento February 2002 - August 2007
Perry-Smith LLP 1999 - 2002
Skills
Automobile, Profit, Automotive Aftermarket, Fleet Management, Automotive, Vehicles, Dealers, Parts, Reynolds, Dealer Management, Customer Retention, Warranty, Customer Satisfaction, Inventory Management, Pricing, Sales Process, Sales Operations, P&L, Purchasing, Automotive Repair, Wholesale, Forecasting, Sales Management
Education
California State University-Sacramento 1995 — 1999
Bachelor of Science (BS), Accounting
Min (May) Yu's Perry-Smith LLP Experience October 2007 - October 2009
Job Tax Manager at Gensler
Industry Accounting
Experience
Gensler October 2014 - Present
BioMarin Pharmaceutical Inc September 2011 - October 2014
Hood & Strong, LLP November 2009 - September 2011
Perry-Smith LLP October 2007 - October 2009
Moss Adams LLP January 2005 - October 2007
Skills
Corporate Tax, CPA, Income Tax, Tax, Tax Returns, Internal Controls, Fixed Assets, Tax Accounting, Tax Research, Financial Statements, Financial Reporting, Auditing, Accounting
Education
Golden Gate University
Master of Science in Tax (In progress)
San Francisco State University
Master of Science in Business Administration, Accounting
Gensler October 2014 - Present
BioMarin Pharmaceutical Inc September 2011 - October 2014
Hood & Strong, LLP November 2009 - September 2011
Perry-Smith LLP October 2007 - October 2009
Moss Adams LLP January 2005 - October 2007
Skills
Corporate Tax, CPA, Income Tax, Tax, Tax Returns, Internal Controls, Fixed Assets, Tax Accounting, Tax Research, Financial Statements, Financial Reporting, Auditing, Accounting
Education
Golden Gate University
Master of Science in Tax (In progress)
San Francisco State University
Master of Science in Business Administration, Accounting
Kathleen Nance's Perry-Smith LLP Experience August 2009 - November 2010
Job at
Industry Accounting
Experience
U.S. Bank July 2014 - Present
U.S. Bank November 2012 - June 2014
KPMG LLP July 2012 - November 2012
KPMG LLP November 2010 - June 2012
Perry-Smith LLP August 2009 - November 2010
Skills
CPA, Auditing, Internal Controls, Assurance
Education
University of Northern Colorado 2006 — 2008
Bachelor of Science, Business Administration, Accounting
U.S. Bank July 2014 - Present
U.S. Bank November 2012 - June 2014
KPMG LLP July 2012 - November 2012
KPMG LLP November 2010 - June 2012
Perry-Smith LLP August 2009 - November 2010
Skills
CPA, Auditing, Internal Controls, Assurance
Education
University of Northern Colorado 2006 — 2008
Bachelor of Science, Business Administration, Accounting
Robert Moitoza's Perry-Smith LLP Experience January 2009 - October 2011
Job Senior Accountant at All Weather, Inc.
Industry Accounting
Experience
All Weather, Inc. June 2014 - Present
Crowe Horwath LLP January 2009 - Present
Crowe Horwath LLP November 2011 - June 2014
Perry-Smith LLP January 2009 - October 2011
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Internal Controls, US GAAP, Financial Statements, GAAP, SEC filings, Sarbanes-Oxley Act, General Ledger, Tax Preparation, Financial Analysis, Microsoft Excel
Education
California State University-Sacramento
All Weather, Inc. June 2014 - Present
Crowe Horwath LLP January 2009 - Present
Crowe Horwath LLP November 2011 - June 2014
Perry-Smith LLP January 2009 - October 2011
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Internal Controls, US GAAP, Financial Statements, GAAP, SEC filings, Sarbanes-Oxley Act, General Ledger, Tax Preparation, Financial Analysis, Microsoft Excel
Education
California State University-Sacramento
Lia Bekalu, CPA's Perry-Smith LLP Experience June 2006 - November 2006
Job Senior Manager at Campbell Taylor & Company
Industry Accounting
Experience
Campbell Taylor & Company November 2006 - Present
Perry-Smith LLP June 2006 - November 2006
UHY LLP November 2004 - February 2006
Skills
Auditing, Accounting, Financial Reporting, GAAP, Internal Controls, ESOP, 401k, SSAE 16
Education
University of Houston 2000 — 2004
Bachelors of Business Administration, Accounting
Campbell Taylor & Company November 2006 - Present
Perry-Smith LLP June 2006 - November 2006
UHY LLP November 2004 - February 2006
Skills
Auditing, Accounting, Financial Reporting, GAAP, Internal Controls, ESOP, 401k, SSAE 16
Education
University of Houston 2000 — 2004
Bachelors of Business Administration, Accounting
Meegan Forrest's Perry-Smith LLP Experience August 2006 - October 2010
Job Accountant at Ann Marie Carinalli CPA
Industry Accounting
Experience
Ann Marie Carinalli CPA November 2014 - Present
Liberty Home Equity Solutions January 2013 - Present
Dunsmuir Elementary School District May 2011 - January 2013
Perry Smith LLP August 2006 - October 2010
Skills
Tax Preparation, Accounting, GAAP, CPA, Internal Controls, Financial Reporting, General Ledger, Financial Statements, Financial Accounting, SEC filings, Auditing, US GAAP, Tax, Sarbanes-Oxley Act, SEC Filings
Education
Sonoma State University 2002 — 2006
Bachelor's degree, Accounting
Ann Marie Carinalli CPA November 2014 - Present
Liberty Home Equity Solutions January 2013 - Present
Dunsmuir Elementary School District May 2011 - January 2013
Perry Smith LLP August 2006 - October 2010
Skills
Tax Preparation, Accounting, GAAP, CPA, Internal Controls, Financial Reporting, General Ledger, Financial Statements, Financial Accounting, SEC filings, Auditing, US GAAP, Tax, Sarbanes-Oxley Act, SEC Filings
Education
Sonoma State University 2002 — 2006
Bachelor's degree, Accounting
Kim Busman, CPA's Perry-Smith LLP Experience 2006 - 2008
Job Finance & Administrative Manager at Peace Officers Research Association of California
Industry Law Enforcement
Experience
Peace Officers Research Association of California August 2011 - Present
Peace Officers Research Association of California February 2008 - July 2011
Perry-Smith LLP 2006 - 2008
Skills
US GAAP, Financial Accounting, Internal Audit, Accounting, Financial Statements, General Ledger, Financial Reporting, Auditing, Internal Controls, Government, CPA, External Audit, Revenue Recognition, QuickBooks, Sarbanes-Oxley Act, Financial Audits, GAAP
Education
California State University-Sacramento 2003 — 2006
B.S., Business Administration - Accounting
Peace Officers Research Association of California August 2011 - Present
Peace Officers Research Association of California February 2008 - July 2011
Perry-Smith LLP 2006 - 2008
Skills
US GAAP, Financial Accounting, Internal Audit, Accounting, Financial Statements, General Ledger, Financial Reporting, Auditing, Internal Controls, Government, CPA, External Audit, Revenue Recognition, QuickBooks, Sarbanes-Oxley Act, Financial Audits, GAAP
Education
California State University-Sacramento 2003 — 2006
B.S., Business Administration - Accounting
Sue Cordonnier's Perry-Smith LLP Experience February 1984 - October 2011
Job Partner at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP February 1984 - October 2011
Education
San Jose State University
Bachelor of Science (BS), Accounting and Business/Management
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP February 1984 - October 2011
Education
San Jose State University
Bachelor of Science (BS), Accounting and Business/Management
Elizabeth Pormento's Perry-Smith LLP Experience July 2009 - August 2009
Job Audit In Charge at Deloitte
Industry Accounting
Experience
Deloitte September 2010 - Present
University of San Francisco January 2008 - May 2010
Perry-Smith LLP July 2009 - August 2009
UNIVERSITY OF SAN FRANCISCO SCHOOL OF LAW August 2007 - January 2008
Education
University of San Francisco 2006 — 2010
Bachelor's degree, Accounting
Deloitte September 2010 - Present
University of San Francisco January 2008 - May 2010
Perry-Smith LLP July 2009 - August 2009
UNIVERSITY OF SAN FRANCISCO SCHOOL OF LAW August 2007 - January 2008
Education
University of San Francisco 2006 — 2010
Bachelor's degree, Accounting
Laura L. Degano, CPA, MSA (Taxation)'s Perry-Smith LLP Experience 1999 - 2003
Job Tax Manager at The McClatchy Company
Industry Newspapers
Experience
The McClatchy Company September 2003 - Present
Perry-Smith LLP 1999 - 2003
Brookman & Wroten (fka Talbot) 1990 - 1999
Education
California State University-Sacramento 1994 — 1998
Master's degree, Accountancy (Tax Concentration)
UC Davis 1987 — 1992
Bachelor of Science (B.S.) & Bachelor of Arts (B.A.), Agricultural and Managerial Economics (B.S.) & Italian (B.A.)
The McClatchy Company September 2003 - Present
Perry-Smith LLP 1999 - 2003
Brookman & Wroten (fka Talbot) 1990 - 1999
Education
California State University-Sacramento 1994 — 1998
Master's degree, Accountancy (Tax Concentration)
UC Davis 1987 — 1992
Bachelor of Science (B.S.) & Bachelor of Arts (B.A.), Agricultural and Managerial Economics (B.S.) & Italian (B.A.)
Brendan Houlihan, CPA's Perry-Smith LLP Experience January 2004 - September 2005
Job Finance and accounting professional
Industry Accounting
Experience
Moss Adams LLP January 2014 - Present
Paramount Solar April 2013 - December 2013
Wells Fargo May 2008 - April 2013
Reznick Group September 2005 - May 2008
Perry-Smith LLP January 2004 - September 2005
Franchise Tax Board May 2001 - December 2003
Pelco May 1996 - May 2001
Skills
Accounting, SOX 404, Consolidated Financial..., CPA, Sales & Use Tax..., Customs Regulations, Sarbanes-Oxley Act
Education
California State University-Fresno 1995 — 1998
Bachelor's degree, Accounting
Merced College 1993 — 1995
Moss Adams LLP January 2014 - Present
Paramount Solar April 2013 - December 2013
Wells Fargo May 2008 - April 2013
Reznick Group September 2005 - May 2008
Perry-Smith LLP January 2004 - September 2005
Franchise Tax Board May 2001 - December 2003
Pelco May 1996 - May 2001
Skills
Accounting, SOX 404, Consolidated Financial..., CPA, Sales & Use Tax..., Customs Regulations, Sarbanes-Oxley Act
Education
California State University-Fresno 1995 — 1998
Bachelor's degree, Accounting
Merced College 1993 — 1995
Delia Aceves's Perry-Smith LLP Experience January 2008 - October 2011
Job Senior Financial Analyst at California Dental Association
Industry Insurance
Experience
California Dental Association January 2015 - Present
VSP Vision Care September 2014 - January 2015
Crowe Horwath LLP August 2012 - September 2014
Crowe Horwath LLP November 2011 - July 2012
Perry-Smith LLP January 2008 - October 2011
Perry-Smith LLP August 2006 - December 2007
Skills
GAAP, Financial Reporting
Education
California State University, Fresno 2002 — 2006
Bachelor's Degree, Accounting
California Dental Association January 2015 - Present
VSP Vision Care September 2014 - January 2015
Crowe Horwath LLP August 2012 - September 2014
Crowe Horwath LLP November 2011 - July 2012
Perry-Smith LLP January 2008 - October 2011
Perry-Smith LLP August 2006 - December 2007
Skills
GAAP, Financial Reporting
Education
California State University, Fresno 2002 — 2006
Bachelor's Degree, Accounting
Gail Bauer's Perry-Smith LLP Experience 2003 - 2006
Job Accounting Professional
Industry Banking
Experience
Gold Country Bank, NA 2010 - 2013
The KMS Group 2006 - 2010
Perry-Smith LLP 2003 - 2006
Skills
Financial Analysis, Finance, Assurance, Financial Reporting, Auditing, Corporate Finance, Internal Controls, Internal Audit, Financial Accounting
Education
University of Kent 2001 — 2002
Master of Business Administration (MBA)
California State University-Sacramento 1995 — 2000
Bachelor's degrees, Business Administration & Music Management
Gold Country Bank, NA 2010 - 2013
The KMS Group 2006 - 2010
Perry-Smith LLP 2003 - 2006
Skills
Financial Analysis, Finance, Assurance, Financial Reporting, Auditing, Corporate Finance, Internal Controls, Internal Audit, Financial Accounting
Education
University of Kent 2001 — 2002
Master of Business Administration (MBA)
California State University-Sacramento 1995 — 2000
Bachelor's degrees, Business Administration & Music Management
Karla Shepherd's Perry-Smith LLP Experience June 1996 - October 2011
Job Senior Administrative Associate at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP June 1996 - October 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Accounts Payable, Accounting, Research, Accounts Receivable, Payroll, Access
Education
California State University-Sacramento 1985 — 1988
Bachelor of Arts, Liberal Studies , Liberal Arts and Sciences/Liberal Studies
Crowe Horwath LLP November 2011 - Present
Perry-Smith LLP June 1996 - October 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Accounts Payable, Accounting, Research, Accounts Receivable, Payroll, Access
Education
California State University-Sacramento 1985 — 1988
Bachelor of Arts, Liberal Studies , Liberal Arts and Sciences/Liberal Studies