Squar Milner
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Squar Milner Employees
Employee
Years
Job
Industry
Erika Lam Erika Lam's Squar Milner Experience November 2011 - November 2012
Job Client Services Manager
Industry Computer Software
Experience
BrightEdge January 2014 - Present
Grant Thornton LLP November 2012 - November 2013
Squar Milner November 2011 - November 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Management, Financial Reporting, Social Media, Social Media Marketing, Leadership, Data Analysis, Salesforce.com, Auditing, Marketing, Accounting, Microsoft Office, Financial Accounting, MySQL, Analytics
Education
University of California, Irvine 2007 — 2011
Business Economics, Accounting
BrightEdge January 2014 - Present
Grant Thornton LLP November 2012 - November 2013
Squar Milner November 2011 - November 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Management, Financial Reporting, Social Media, Social Media Marketing, Leadership, Data Analysis, Salesforce.com, Auditing, Marketing, Accounting, Microsoft Office, Financial Accounting, MySQL, Analytics
Education
University of California, Irvine 2007 — 2011
Business Economics, Accounting
Cherise Bellavance Cherise Bellavance's Squar Milner Experience April 2011 - Present
Job Billing Administrator at Squar Milner
Industry Accounting
Experience
Squar Milner April 2011 - Present
Squar Milner 2006 - 2013
Squar Milner October 2006 - April 2011
Pacific Carpets September 2003 - October 2006
Skills
Sales, Time Management, Accounting, Accounts Receivable, Analysis, Account Reconciliation, Data Entry, Invoicing, Financial Statements, Internal Controls, Management, Budgets, Financial Reporting, Financial Analysis, Financial Accounting, GAAP
Education
Cypress College 2004 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration
Squar Milner April 2011 - Present
Squar Milner 2006 - 2013
Squar Milner October 2006 - April 2011
Pacific Carpets September 2003 - October 2006
Skills
Sales, Time Management, Accounting, Accounts Receivable, Analysis, Account Reconciliation, Data Entry, Invoicing, Financial Statements, Internal Controls, Management, Budgets, Financial Reporting, Financial Analysis, Financial Accounting, GAAP
Education
Cypress College 2004 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration
Joshua DeYoung Joshua DeYoung's Squar Milner Experience June 2014 - August 2014
Job Assurance Intern at EY
Industry Accounting
Experience
EY June 2015 - Present
Squar Milner June 2014 - August 2014
Keegan, Linscott & Kenon, P.C. January 2014 - May 2014
Peoples Mortgage Company May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Time Management, Team Leadership, GoSystems, Caseware, Internal Controls, Financial Statements, Accounting, Auditing
Education
University of Arizona 2011 — 2015
Bachelor of Science (BS), Accounting
EY June 2015 - Present
Squar Milner June 2014 - August 2014
Keegan, Linscott & Kenon, P.C. January 2014 - May 2014
Peoples Mortgage Company May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Time Management, Team Leadership, GoSystems, Caseware, Internal Controls, Financial Statements, Accounting, Auditing
Education
University of Arizona 2011 — 2015
Bachelor of Science (BS), Accounting
Garrett Ushiyama Garrett Ushiyama's Squar Milner Experience October 2006 - August 2010
Job Partner at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP May 2011 - Present
Squar Milner October 2006 - August 2010
Grant Thornton LLP September 2000 - October 2006
Skills
SEC filings, Auditing, Big 4, US GAAP, Internal Audit, GAAP, CPA, Internal Controls, Financial Reporting, Assurance, External Audit, Revenue Recognition, Sarbanes-Oxley Act, Accounting, IFRS, Commercial Real Estate, Renewable Energy, Technology
Education
California State University-Northridge 1980 — 1985
Bachelor of Science (BS), Accounting and Finance
CohnReznick LLP May 2011 - Present
Squar Milner October 2006 - August 2010
Grant Thornton LLP September 2000 - October 2006
Skills
SEC filings, Auditing, Big 4, US GAAP, Internal Audit, GAAP, CPA, Internal Controls, Financial Reporting, Assurance, External Audit, Revenue Recognition, Sarbanes-Oxley Act, Accounting, IFRS, Commercial Real Estate, Renewable Energy, Technology
Education
California State University-Northridge 1980 — 1985
Bachelor of Science (BS), Accounting and Finance
Mancy Yeung, CPA Mancy Yeung, CPA's Squar Milner Experience April 2012 - May 2013
Job Assurance Services at CBIZ & Mayer Hoffman McCann P.C.
Industry Accounting
Experience
CBIZ & Mayer Hoffman McCann P.C. July 2013 - Present
Squar Milner April 2012 - May 2013
Ernst & Young September 2009 - March 2012
Skills
US GAAP, SEC filings, Internal Controls, External Audit, Financial Audits, GAAP, Sarbanes-Oxley Act, Auditing, Financial Reporting, CPA, Revenue Recognition, Big 4, Assurance
Education
California State University-Fullerton
Business Administration, Accounting
CBIZ & Mayer Hoffman McCann P.C. July 2013 - Present
Squar Milner April 2012 - May 2013
Ernst & Young September 2009 - March 2012
Skills
US GAAP, SEC filings, Internal Controls, External Audit, Financial Audits, GAAP, Sarbanes-Oxley Act, Auditing, Financial Reporting, CPA, Revenue Recognition, Big 4, Assurance
Education
California State University-Fullerton
Business Administration, Accounting
Achille Fankem, CPA Achille Fankem, CPA's Squar Milner Experience November 2014 - Present
Job Audit Supervisor at Squar Milner
Industry Accounting
Experience
Squar Milner November 2014 - Present
PwC September 2013 - November 2014
Ernst & Young September 2009 - August 2013
Skills
CPA, SEC filings, Financial Audits, Big 4, Income Tax, Assurance, Financial Analysis, Account Reconciliation, SOX 404, Revenue Recognition, Sarbanes-Oxley, Journal Entries, Tax Returns, Tax Accounting, State Tax, Preferred Stock, Auditing, Sarbanes-Oxley Act, SEC Filings, Accounting, Financial Reporting
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science in Business Administration, Accounting
Squar Milner November 2014 - Present
PwC September 2013 - November 2014
Ernst & Young September 2009 - August 2013
Skills
CPA, SEC filings, Financial Audits, Big 4, Income Tax, Assurance, Financial Analysis, Account Reconciliation, SOX 404, Revenue Recognition, Sarbanes-Oxley, Journal Entries, Tax Returns, Tax Accounting, State Tax, Preferred Stock, Auditing, Sarbanes-Oxley Act, SEC Filings, Accounting, Financial Reporting
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science in Business Administration, Accounting
Andrea Pundeff's Squar Milner Experience January 2012 - June 2012
Job Audit Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP October 2012 - Present
Squar Milner January 2012 - June 2012
Solar Turbines April 2011 - December 2011
Casbah June 2008 - December 2009
Barfly January 2008 - June 2008
Skills
Accounting, Communication, Auditing, SOX 404, Entertainment
Education
San Diego State University-California State University 2010 — 2012
Master of Science (MS)
University of Southern California 2003 — 2007
Bachelor of Arts (BA)
Grant Thornton LLP October 2012 - Present
Squar Milner January 2012 - June 2012
Solar Turbines April 2011 - December 2011
Casbah June 2008 - December 2009
Barfly January 2008 - June 2008
Skills
Accounting, Communication, Auditing, SOX 404, Entertainment
Education
San Diego State University-California State University 2010 — 2012
Master of Science (MS)
University of Southern California 2003 — 2007
Bachelor of Arts (BA)
Rick Guillen Rick Guillen's Squar Milner Experience March 2013 - Present
Job Partner, Audit and Accounting Services at Squar Milner
Industry Accounting
Experience
Squar Milner March 2013 - Present
Hackman Capital November 2012 - March 2013
Ernst & Young September 2003 - November 2012
Squar Milner January 1999 - September 2003
Skills
Audits of SEC..., SEC filings, Financial Statement..., US GAAP reporting, Fair Value Reporting, Purchase Price..., Derivative Accounting, Purchase Price..., US GAAP, Accounting, IFRS, GAAP, Big 4, Assurance, Auditing, CPA, Revenue Recognition, Internal Controls, External Audit, Sarbanes-Oxley Act, Financial Accounting
Education
California State University-Fullerton 1992 — 1996
Bachelor of Arts (B.A.), Accounting and Finance
Squar Milner March 2013 - Present
Hackman Capital November 2012 - March 2013
Ernst & Young September 2003 - November 2012
Squar Milner January 1999 - September 2003
Skills
Audits of SEC..., SEC filings, Financial Statement..., US GAAP reporting, Fair Value Reporting, Purchase Price..., Derivative Accounting, Purchase Price..., US GAAP, Accounting, IFRS, GAAP, Big 4, Assurance, Auditing, CPA, Revenue Recognition, Internal Controls, External Audit, Sarbanes-Oxley Act, Financial Accounting
Education
California State University-Fullerton 1992 — 1996
Bachelor of Arts (B.A.), Accounting and Finance
Hugo Renteria Hugo Renteria's Squar Milner Experience August 2010 - July 2011
Job Accounting Specialist at CR Bard
Industry Accounting
Experience
CR Bard July 2013 - Present
St. Jude Medical March 2012 - April 2013
Wells Fargo September 2011 - March 2012
Squar Milner August 2010 - July 2011
Grubb & Ellis July 2007 - July 2010
Saleen May 2007 - July 2007
White Cap Construction Supply December 2004 - April 2007
Skills
Accounting, Accounts Payable, Invoicing, Spreadsheets, Reconciliations, Excel, Word, Microsoft Office, Customer Service, Outlook, Problem Solving, Lawson, Research, Process Improvement, Account Reconciliation, Microsoft Excel, Microsoft Word, Movex, Analysis, Budgets, Financial Statements, Financial Analysis, Bank Reconciliation
Education
Fullerton College 2004 — 2006
General Studies
Magnolia High School 2000 — 2003
Diploma Certificate
CR Bard July 2013 - Present
St. Jude Medical March 2012 - April 2013
Wells Fargo September 2011 - March 2012
Squar Milner August 2010 - July 2011
Grubb & Ellis July 2007 - July 2010
Saleen May 2007 - July 2007
White Cap Construction Supply December 2004 - April 2007
Skills
Accounting, Accounts Payable, Invoicing, Spreadsheets, Reconciliations, Excel, Word, Microsoft Office, Customer Service, Outlook, Problem Solving, Lawson, Research, Process Improvement, Account Reconciliation, Microsoft Excel, Microsoft Word, Movex, Analysis, Budgets, Financial Statements, Financial Analysis, Bank Reconciliation
Education
Fullerton College 2004 — 2006
General Studies
Magnolia High School 2000 — 2003
Diploma Certificate
Whittney Hills Whittney Hills's Squar Milner Experience October 2008 - March 2014
Job AdvoCare Independent Distributor
Industry Health, Wellness and Fitness
Experience
Self Employed January 2013 - Present
Advocare January 2014 - Present
Squar Milner October 2008 - March 2014
Skills
GAAP, Financial Reporting, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, General Ledger, External Audit, Financial Statements, Revenue Recognition
Education
University of California, Irvine 2006 — 2008
B.A, Business Economics, Accounting
Self Employed January 2013 - Present
Advocare January 2014 - Present
Squar Milner October 2008 - March 2014
Skills
GAAP, Financial Reporting, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, General Ledger, External Audit, Financial Statements, Revenue Recognition
Education
University of California, Irvine 2006 — 2008
B.A, Business Economics, Accounting
Michael Doan Michael Doan's Squar Milner Experience January 2006 - September 2009
Job Cloudbased Outsourced Accounting
Industry Accounting
Experience
Basis 365 Accounting November 2012 - Present
WilsonMorgan LLP January 2010 - October 2012
Squar Milner January 2006 - September 2009
Doan Consulting January 2005 - December 2005
Assured Pharmacy, Inc. January 2004 - December 2004
CCH December 2000 - December 2003
OnAir Streaming Networks June 2000 - December 2000
Corbin & Wertz December 1997 - June 2000
Kelly & Company CPAs December 1996 - December 1997
Skills
GAAP, SEC, SEC filings, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, CPA, QuickBooks, Revenue Recognition, Financial Accounting, Software Revenue..., PCAOB standards, US GAAP, Income Tax, Financial Audits, Accounts Payable, Management, Financial Statements, Accounts Receivable, IFRS, Due Diligence, Tax Preparation, Mergers & Acquisitions, Consolidation, Assurance, Tax, Bookkeeping
Education
California State University-Fullerton 1992 — 1996
BA
Basis 365 Accounting November 2012 - Present
WilsonMorgan LLP January 2010 - October 2012
Squar Milner January 2006 - September 2009
Doan Consulting January 2005 - December 2005
Assured Pharmacy, Inc. January 2004 - December 2004
CCH December 2000 - December 2003
OnAir Streaming Networks June 2000 - December 2000
Corbin & Wertz December 1997 - June 2000
Kelly & Company CPAs December 1996 - December 1997
Skills
GAAP, SEC, SEC filings, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, CPA, QuickBooks, Revenue Recognition, Financial Accounting, Software Revenue..., PCAOB standards, US GAAP, Income Tax, Financial Audits, Accounts Payable, Management, Financial Statements, Accounts Receivable, IFRS, Due Diligence, Tax Preparation, Mergers & Acquisitions, Consolidation, Assurance, Tax, Bookkeeping
Education
California State University-Fullerton 1992 — 1996
BA
Nathalie Merhaut Nathalie Merhaut's Squar Milner Experience January 2012 - May 2012
Job Tax Accountant at Stanislawski & Harrison, CPAs
Industry Accounting
Experience
Stanislawski & Harrison, CPAs July 2013 - Present
Pejsa & Shepherd, An Accountancy Corporation September 2012 - May 2013
Scalable Wind Solutions, Inc July 2012 - September 2012
Squar Milner January 2012 - May 2012
Los Angeles Metropolitan Opera June 2011 - August 2011
Corner Bakery Cafe February 2007 - August 2011
Skills
Individual Income Tax, Tax Preparation, Accounting, Invoicing, QuickBooks, Bookkeeping, Tax Law, CCH Research, Pro Systems Tax Fx, Tax Accounting, Excel, Sales & Use Tax, Non-profit taxation, Corporate taxation, Fluent French, Microsoft Office..., Compilation Of..., Time and financial..., Restaurants, Word, Customer Service, PowerPoint, Microsoft Office, Inventory Management, Great Plains Software, Adobe Acrobat, Laserfiche, Windows 7, Lacerte, Financial Statements, Guest Service, Income Tax
Education
University of San Diego 2010 — 2012
BA, Accountancy
Pasadena City College 2007 — 2009
AA, Business
Stanislawski & Harrison, CPAs July 2013 - Present
Pejsa & Shepherd, An Accountancy Corporation September 2012 - May 2013
Scalable Wind Solutions, Inc July 2012 - September 2012
Squar Milner January 2012 - May 2012
Los Angeles Metropolitan Opera June 2011 - August 2011
Corner Bakery Cafe February 2007 - August 2011
Skills
Individual Income Tax, Tax Preparation, Accounting, Invoicing, QuickBooks, Bookkeeping, Tax Law, CCH Research, Pro Systems Tax Fx, Tax Accounting, Excel, Sales & Use Tax, Non-profit taxation, Corporate taxation, Fluent French, Microsoft Office..., Compilation Of..., Time and financial..., Restaurants, Word, Customer Service, PowerPoint, Microsoft Office, Inventory Management, Great Plains Software, Adobe Acrobat, Laserfiche, Windows 7, Lacerte, Financial Statements, Guest Service, Income Tax
Education
University of San Diego 2010 — 2012
BA, Accountancy
Pasadena City College 2007 — 2009
AA, Business
Jessie Gerhardt Jessie Gerhardt's Squar Milner Experience June 2013 - August 2013
Job Tax Professional
Industry Accounting
Experience
Lauer, Georgatos, & Covel November 2014 - April 2015
San Diego Tax Services February 2014 - April 2014
Squar Milner June 2013 - August 2013
Squar Milner January 2013 - April 2013
YMCA of San Diego County January 2011 - January 2013
D-LuxEvents.org 2010 - 2011
Skills
ProSystem fx Tax, CCH Intelliconnect, BNA, RIA, Laserfiche, Excel, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Time Management, Teamwork, PowerPoint, Community Outreach, Customer Service, Youth Development, Able To Multi-task, Achieving Results, Fast Learner, English, Internet, Reliability, Writing, Punctual, Idea Generation, Social Networking, Social Media, Teaching, Team Building, Organizing, Assistance, Event Planning, Public Speaking, Accounting, Leadership
Education
University of San Diego 2013 — 2016
Master's degree, Taxation
University of San Diego 2011 — 2015
Bachelor's degree, Accounting, Senior
San Diego Mesa College 2009 — 2011
Lauer, Georgatos, & Covel November 2014 - April 2015
San Diego Tax Services February 2014 - April 2014
Squar Milner June 2013 - August 2013
Squar Milner January 2013 - April 2013
YMCA of San Diego County January 2011 - January 2013
D-LuxEvents.org 2010 - 2011
Skills
ProSystem fx Tax, CCH Intelliconnect, BNA, RIA, Laserfiche, Excel, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Time Management, Teamwork, PowerPoint, Community Outreach, Customer Service, Youth Development, Able To Multi-task, Achieving Results, Fast Learner, English, Internet, Reliability, Writing, Punctual, Idea Generation, Social Networking, Social Media, Teaching, Team Building, Organizing, Assistance, Event Planning, Public Speaking, Accounting, Leadership
Education
University of San Diego 2013 — 2016
Master's degree, Taxation
University of San Diego 2011 — 2015
Bachelor's degree, Accounting, Senior
San Diego Mesa College 2009 — 2011
Saad Panja Saad Panja's Squar Milner Experience February 2015 - Present
Job Anton & Chia, Llp
Industry Accounting
Experience
Squar Milner February 2015 - Present
Anton & Chia LLP July 2014 - February 2015
Gumbiner Savett January 2013 - July 2014
Ernst & Young Pakistan November 2007 - May 2012
Ernst & Young Kuwait January 2011 - March 2011
Skills
Auditing, Internal Controls, Accounting, Financial Reporting, IFRS, External Audit, Financial Accounting, Internal Audit, GAAP, US GAAP, Assurance, Financial Analysis, Tax, SEC filings, Financial Audits, CPA, General Ledger, Big 4, Consolidation, Financial Statements, Bank Reconciliation, Bookkeeping, Fixed Assets
Education
Kaplan University 2013 — 2015
Master of Science (M.S.), Accounting
Institute of Chartered Accountants of Pakistan 2005 — 2012
Chartered Accountant Finalist, Accounting
Squar Milner February 2015 - Present
Anton & Chia LLP July 2014 - February 2015
Gumbiner Savett January 2013 - July 2014
Ernst & Young Pakistan November 2007 - May 2012
Ernst & Young Kuwait January 2011 - March 2011
Skills
Auditing, Internal Controls, Accounting, Financial Reporting, IFRS, External Audit, Financial Accounting, Internal Audit, GAAP, US GAAP, Assurance, Financial Analysis, Tax, SEC filings, Financial Audits, CPA, General Ledger, Big 4, Consolidation, Financial Statements, Bank Reconciliation, Bookkeeping, Fixed Assets
Education
Kaplan University 2013 — 2015
Master of Science (M.S.), Accounting
Institute of Chartered Accountants of Pakistan 2005 — 2012
Chartered Accountant Finalist, Accounting
David J. Yoo, CPA, MBT, CFP ® David J. Yoo, CPA, MBT, CFP ®'s Squar Milner Experience September 2012 - Present
Job Tax Senior Manager at Squar Milner
Industry Accounting
Experience
Squar Milner September 2012 - Present
Windes & McClaughry Accountancy Corporation September 2009 - August 2012
Sweek Connolly & Company July 2007 - June 2009
Holthouse Carlin & Van Trigt LLP January 2004 - June 2007
WTAS July 2002 - December 2003
PricewaterhouseCoopers June 1998 - September 2000
Skills
Accounting, CPA, Estate Law, Income Tax, LLC, Partnership Taxation, Tax, Tax Accounting, Tax Preparation, Tax Research, Strategic Financial..., Finance, Trusts, Tax Returns, Financial Planning
Education
University of Southern California 2000 — 2001
Master, Business Taxation
University of California, Irvine 1994 — 1998
Bachelor, Social Sciences (Emphasis in Economics)
Sunny Hills High School 1992 — 1994
Sonora High School 1990 — 1992
Squar Milner September 2012 - Present
Windes & McClaughry Accountancy Corporation September 2009 - August 2012
Sweek Connolly & Company July 2007 - June 2009
Holthouse Carlin & Van Trigt LLP January 2004 - June 2007
WTAS July 2002 - December 2003
PricewaterhouseCoopers June 1998 - September 2000
Skills
Accounting, CPA, Estate Law, Income Tax, LLC, Partnership Taxation, Tax, Tax Accounting, Tax Preparation, Tax Research, Strategic Financial..., Finance, Trusts, Tax Returns, Financial Planning
Education
University of Southern California 2000 — 2001
Master, Business Taxation
University of California, Irvine 1994 — 1998
Bachelor, Social Sciences (Emphasis in Economics)
Sunny Hills High School 1992 — 1994
Sonora High School 1990 — 1992
I-Hsuan (Joy) Chen I-Hsuan (Joy) Chen's Squar Milner Experience January 2014 - April 2014
Job Tax Associate at KS&Co
Industry Accounting
Experience
KS&Co August 2014 - Present
Squar Milner January 2014 - April 2014
David Allen Duner CPAs December 2013 - January 2014
Blue Tax Inc. October 2012 - December 2012
Showroom Seven March 2011 - June 2011
Nursing Department, Glendale Community College, CA 91208 April 2008 - May 2009
Skills
Microsoft Office, Financial Analysis, GoSystems, QuickBooks Pro, ProSeries, ProSystem fx Tax, ProSystem fx Engagement, Accounting, Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, General Ledger, GAAP, Account Reconciliation, Income Tax, Accounts Payable, Tax Preparation, Corporate Tax, Music, Vocalist
Education
University of California, Irvine 2013 — 2014
Master of Professional Accountancy (MPAc), Accounting
University of California, Los Angeles - Extension 2012 — 2013
Accounting Certificate, Accounting, GPA: 3.83
CSUN 2009 — 2012
Bachelor of Music (BM), Vocal Art, GPA: 3.58
KS&Co August 2014 - Present
Squar Milner January 2014 - April 2014
David Allen Duner CPAs December 2013 - January 2014
Blue Tax Inc. October 2012 - December 2012
Showroom Seven March 2011 - June 2011
Nursing Department, Glendale Community College, CA 91208 April 2008 - May 2009
Skills
Microsoft Office, Financial Analysis, GoSystems, QuickBooks Pro, ProSeries, ProSystem fx Tax, ProSystem fx Engagement, Accounting, Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, General Ledger, GAAP, Account Reconciliation, Income Tax, Accounts Payable, Tax Preparation, Corporate Tax, Music, Vocalist
Education
University of California, Irvine 2013 — 2014
Master of Professional Accountancy (MPAc), Accounting
University of California, Los Angeles - Extension 2012 — 2013
Accounting Certificate, Accounting, GPA: 3.83
CSUN 2009 — 2012
Bachelor of Music (BM), Vocal Art, GPA: 3.58
Cathy Hlatkey Cathy Hlatkey's Squar Milner Experience April 2008 - September 2008
Job AP Specialist at Breg
Industry Financial Services
Experience
Breg April 2014 - Present
Falken Tire Corporation December 2010 - February 2013
Falken Tire Corporation 2010 - 2013
Robert Half August 2010 - December 2010
Ajilon Temp May 2009 - August 2009
Squar, Milner April 2008 - September 2008
Anchen Pharmaceuticals November 2007 - April 2008
Arbonne, Int’l January 2006 - August 2007
GMS Realty, LLC May 2003 - February 2005
Skills
Accounts Receivable, Account Reconciliation, General Ledger, Invoicing, Tax, Customer Service, Internal Controls, Time Management, Financial Statements, Customer Satisfaction, Purchasing, Accounts Payable, Accounting, Accruals
Education
Palomar College 1992 — 1996
Accounting Certificate, Accounting and Finance, A
Breg April 2014 - Present
Falken Tire Corporation December 2010 - February 2013
Falken Tire Corporation 2010 - 2013
Robert Half August 2010 - December 2010
Ajilon Temp May 2009 - August 2009
Squar, Milner April 2008 - September 2008
Anchen Pharmaceuticals November 2007 - April 2008
Arbonne, Int’l January 2006 - August 2007
GMS Realty, LLC May 2003 - February 2005
Skills
Accounts Receivable, Account Reconciliation, General Ledger, Invoicing, Tax, Customer Service, Internal Controls, Time Management, Financial Statements, Customer Satisfaction, Purchasing, Accounts Payable, Accounting, Accruals
Education
Palomar College 1992 — 1996
Accounting Certificate, Accounting and Finance, A
Patty Field Patty Field's Squar Milner Experience September 2007 - Present
Job Executive Administrative Assistant
Industry Accounting
Experience
Squar Milner September 2007 - Present
Skills
Accounting, QuickBooks, Accounts Payable, Microsoft Excel, Budgets, Account Reconciliation, Accounts Receivable, Payroll, Invoicing, Forecasting, Training, Sales, PowerPoint, Human Resources, Analysis, Finance, Microsoft Office, Management, Time Management, Communication Skills, Financial Reporting
Education
Pepperdine University
Master of Arts (M.A.), Clinical Psychology, Magna Cum Laude
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelors, Business Managment
Squar Milner September 2007 - Present
Skills
Accounting, QuickBooks, Accounts Payable, Microsoft Excel, Budgets, Account Reconciliation, Accounts Receivable, Payroll, Invoicing, Forecasting, Training, Sales, PowerPoint, Human Resources, Analysis, Finance, Microsoft Office, Management, Time Management, Communication Skills, Financial Reporting
Education
Pepperdine University
Master of Arts (M.A.), Clinical Psychology, Magna Cum Laude
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelors, Business Managment
Ebony McNeal's Squar Milner Experience September 2014 - Present
Job Business Management Account Coordinator
Industry Entertainment
Experience
Squar Milner September 2014 - Present
Squar Milner January 2014 - August 2014
Squar Milner September 2013 - January 2014
The Nielsen Company February 2007 - July 2012
The Nielsen Company July 2006 - February 2007
Skills
Administrative, Multi-tasking Skills, Mac OS X, Social Media, Organization &..., Strong communication..., Outstanding time..., Event Planning, Executive Support, Human Resources, Office Management, Office Administration, Microsoft Office, Account Reconciliation, Purchase Management, Purchase Price..., Expense Reports, Customer Service, Inventory Management, High Level Of..., Spreadsheets, Corporate Gifts, Onboarding and..., Public Relations, Television, Entertainment, Time Management, Nielsen, Administrative..., Microsoft Word, Coordinating Events, Onboarding, Interviews, Facebook, PowerPoint, Telephone Skills, Social Media Marketing, Microsoft Excel, Management, Social Networking, Outlook, Research, Online Research, Event Management
Education
Full Sail University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Entertainment Business
Squar Milner September 2014 - Present
Squar Milner January 2014 - August 2014
Squar Milner September 2013 - January 2014
The Nielsen Company February 2007 - July 2012
The Nielsen Company July 2006 - February 2007
Skills
Administrative, Multi-tasking Skills, Mac OS X, Social Media, Organization &..., Strong communication..., Outstanding time..., Event Planning, Executive Support, Human Resources, Office Management, Office Administration, Microsoft Office, Account Reconciliation, Purchase Management, Purchase Price..., Expense Reports, Customer Service, Inventory Management, High Level Of..., Spreadsheets, Corporate Gifts, Onboarding and..., Public Relations, Television, Entertainment, Time Management, Nielsen, Administrative..., Microsoft Word, Coordinating Events, Onboarding, Interviews, Facebook, PowerPoint, Telephone Skills, Social Media Marketing, Microsoft Excel, Management, Social Networking, Outlook, Research, Online Research, Event Management
Education
Full Sail University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Entertainment Business
Vanessa Barba Vanessa Barba's Squar Milner Experience July 2012 - September 2012
Job Accountant I at ATA Engineering
Industry Accounting
Experience
ATA Engineering August 2014 - Present
CohnReznick LLP October 2013 - July 2014
Supreme Oil Company June 2013 - September 2013
Squar Milner July 2012 - September 2012
Gattis & Kuncz A Professional Corporation August 2008 - June 2012
Charlotte Russe June 2007 - September 2007
Skills
Auditing, Accounting, Financial Accounting, Financial Audits, Microsoft Excel, PowerPoint, Microsoft Word
Education
San Diego State University-California State University 2012 — 2013
Master's degree, Accounting - Financial Reporting, GPA: 3.86
University of California, San Diego 2007 — 2011
Bachelor's degree, Economics - Management Science, Major GPA: 3.5
Universitat Autònoma de Barcelona 2010 — 2010
ATA Engineering August 2014 - Present
CohnReznick LLP October 2013 - July 2014
Supreme Oil Company June 2013 - September 2013
Squar Milner July 2012 - September 2012
Gattis & Kuncz A Professional Corporation August 2008 - June 2012
Charlotte Russe June 2007 - September 2007
Skills
Auditing, Accounting, Financial Accounting, Financial Audits, Microsoft Excel, PowerPoint, Microsoft Word
Education
San Diego State University-California State University 2012 — 2013
Master's degree, Accounting - Financial Reporting, GPA: 3.86
University of California, San Diego 2007 — 2011
Bachelor's degree, Economics - Management Science, Major GPA: 3.5
Universitat Autònoma de Barcelona 2010 — 2010
Emily Wei Emily Wei's Squar Milner Experience January 2015 - Present
Job MBA Candidate 2015, Rady School of Management, UC San Diego
Industry Education Management
Experience
Squar Milner January 2015 - Present
The Beyster Institute at the Rady School of Management June 2014 - January 2015
Shanghai Jiao Tong University 2009 - 2012
Shanghai Jiao Tong University 2007 - 2009
Bain & Company November 2005 - September 2006
ZF Friedrichshafen June 2005 - August 2005
Skills
Accounting, Financial Modeling, Microsoft Excel, Research, Teaching, Public Speaking, Higher Education, Staff Development, Microsoft Office, Leadership Development, Coaching, Organizational..., Consulting, PowerPoint, Microsoft Word, Management
Education
University of California, San Diego - The Rady School of Management 2013 — 2015
Master of Business Administration (MBA)
Shanghai Jiao Tong University 2004 — 2007
Master of Science (MS), Accounting
Shanghai Jiao Tong University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Squar Milner January 2015 - Present
The Beyster Institute at the Rady School of Management June 2014 - January 2015
Shanghai Jiao Tong University 2009 - 2012
Shanghai Jiao Tong University 2007 - 2009
Bain & Company November 2005 - September 2006
ZF Friedrichshafen June 2005 - August 2005
Skills
Accounting, Financial Modeling, Microsoft Excel, Research, Teaching, Public Speaking, Higher Education, Staff Development, Microsoft Office, Leadership Development, Coaching, Organizational..., Consulting, PowerPoint, Microsoft Word, Management
Education
University of California, San Diego - The Rady School of Management 2013 — 2015
Master of Business Administration (MBA)
Shanghai Jiao Tong University 2004 — 2007
Master of Science (MS), Accounting
Shanghai Jiao Tong University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Paul Nienow Paul Nienow's Squar Milner Experience 1989 - 1990
Job Certified Public Accountant
Industry Accounting
Experience
Nienow & Tierney, LLP November 2000 - Present
Olive Crest January 2000 - Present
Robert Greer & Company, LLP 1997 - 2000
Harris, Thomas Greene, LLP October 1996 - September 1997
White, Nelson & Company, LLP 1990 - 1996
Squar Milner 1989 - 1990
Skills
Financial Accounting, Cash Management, Professional Services, Tax, Tax Accounting, Financial Advisory, Nonprofits, Real Estate, Accounting, CPA, Financial Services, Management Consulting, Tax Preparation, Mergers & Acquisitions, Management, Tax Returns, Income Tax, QuickBooks, Small Business, Forensic Accounting, Partnership Taxation, Financial Reporting, Variance Analysis, Corporate Tax, Tax Research, Estate Tax Planning, IRS, Sales Tax, S Corporations
Education
Golden Gate University 1994 — 1998
MS, Taxation
California State University-Fullerton 1985 — 1989
Bachelor of Arts, Business Administration, Accounting Emphasis
Nienow & Tierney, LLP November 2000 - Present
Olive Crest January 2000 - Present
Robert Greer & Company, LLP 1997 - 2000
Harris, Thomas Greene, LLP October 1996 - September 1997
White, Nelson & Company, LLP 1990 - 1996
Squar Milner 1989 - 1990
Skills
Financial Accounting, Cash Management, Professional Services, Tax, Tax Accounting, Financial Advisory, Nonprofits, Real Estate, Accounting, CPA, Financial Services, Management Consulting, Tax Preparation, Mergers & Acquisitions, Management, Tax Returns, Income Tax, QuickBooks, Small Business, Forensic Accounting, Partnership Taxation, Financial Reporting, Variance Analysis, Corporate Tax, Tax Research, Estate Tax Planning, IRS, Sales Tax, S Corporations
Education
Golden Gate University 1994 — 1998
MS, Taxation
California State University-Fullerton 1985 — 1989
Bachelor of Arts, Business Administration, Accounting Emphasis
Adanahi Saldivar-Gonzalez's Squar Milner Experience August 2010 - December 2010
Job Account Strategist at Ariadna Jacob, Inc.
Industry Marketing and Advertising
Experience
Ariadna Jacob, Inc. March 2015 - Present
New Era Home Financial Group December 2010 - Present
Consorcio Omecíhuatl & Comisión Ejecutiva de Atención a Víctimas July 2014 - August 2014
US Census Bureau September 2012 - April 2013
Alliant International University February 2012 - September 2012
Grupo Elite de Empresarias Mexiqueses A.C. June 2012 - August 2012
Squar Milner August 2010 - December 2010
California Academy of Sciences October 2008 - April 2009
New Era Home Financial Group January 2005 - August 2006
Law Office of Raymond M. Contreras October 2002 - January 2005
Skills
Public Speaking, Research, Spanish, Social Media Marketing, Team Building, Marketing Communications, Social Networking, Marketing, Marketing Strategy, Training, Databases, Office Administration, Advertising, Newsletters, Time Management, Integrated Marketing, Salesforce.com, Press Releases, Data Visualization, Team Leadership, Strategic Planning, WebEx, Online Advertising, Event Management, Adobe Creative Suite, Community Outreach, Data Analysis, Data Management, Translation, Web Marketing, WordPress
Education
Alliant International University-San Diego Scripps Ranch
Bachelor's degree, Integrated Marketing Communications with a Concentration in Social Media
San Francisco State University
Marketing /Latino Studies
Ariadna Jacob, Inc. March 2015 - Present
New Era Home Financial Group December 2010 - Present
Consorcio Omecíhuatl & Comisión Ejecutiva de Atención a Víctimas July 2014 - August 2014
US Census Bureau September 2012 - April 2013
Alliant International University February 2012 - September 2012
Grupo Elite de Empresarias Mexiqueses A.C. June 2012 - August 2012
Squar Milner August 2010 - December 2010
California Academy of Sciences October 2008 - April 2009
New Era Home Financial Group January 2005 - August 2006
Law Office of Raymond M. Contreras October 2002 - January 2005
Skills
Public Speaking, Research, Spanish, Social Media Marketing, Team Building, Marketing Communications, Social Networking, Marketing, Marketing Strategy, Training, Databases, Office Administration, Advertising, Newsletters, Time Management, Integrated Marketing, Salesforce.com, Press Releases, Data Visualization, Team Leadership, Strategic Planning, WebEx, Online Advertising, Event Management, Adobe Creative Suite, Community Outreach, Data Analysis, Data Management, Translation, Web Marketing, WordPress
Education
Alliant International University-San Diego Scripps Ranch
Bachelor's degree, Integrated Marketing Communications with a Concentration in Social Media
San Francisco State University
Marketing /Latino Studies
Michelle Burnham's Squar Milner Experience August 2014 - Present
Job at
Industry Accounting
Experience
Squar Milner August 2014 - Present
The Burnham Family September 1989 - Present
Professional Tax and Financial Services January 2011 - August 2014
Home Lawn Care January 1989 - October 1995
Skills
Microsoft Office, Microsoft Word, Accounts Payable, Accounting, Outlook, Accounts Receivable, Customer Service, Data Entry, Administrative..., Invoicing, Office Management, Spreadsheets, Office Administration, Administrative..., Management, Public Speaking, Budgets, Strategic Planning, Team Building
Education
The Master's College 1988 — 1989
CCS
CCS
Squar Milner August 2014 - Present
The Burnham Family September 1989 - Present
Professional Tax and Financial Services January 2011 - August 2014
Home Lawn Care January 1989 - October 1995
Skills
Microsoft Office, Microsoft Word, Accounts Payable, Accounting, Outlook, Accounts Receivable, Customer Service, Data Entry, Administrative..., Invoicing, Office Management, Spreadsheets, Office Administration, Administrative..., Management, Public Speaking, Budgets, Strategic Planning, Team Building
Education
The Master's College 1988 — 1989
CCS
CCS
Phoebe (Yi) Luo Phoebe (Yi) Luo's Squar Milner Experience August 2015 - Present
Job Tax Staff at Squar Milner
Industry Accounting
Experience
Squar Milner August 2015 - Present
A.V. Arias & Co. January 2015 - June 2015
Juno Tax Services November 2013 - December 2014
MJS Tax Services January 2014 - April 2014
Beta Alpha Psi, Beta Eta Chapter July 2013 - December 2013
English Department, An Hui University of Architecture August 2006 - August 2009
Skills
Quickbooks, Excel, Access, Microsoft Office, Microsoft Excel, Interpretation and..., FASB, GAAP, Corporate Taxation, QuickBooks, Leadership, Financial Accounting, Accounting, Interpersonal Skill, Corporate Tax, Auditing
Education
San Diego State University-California State University 2012 — 2014
Master's Degree, Accountancy-TaxationTrack, 3.6
Squar Milner August 2015 - Present
A.V. Arias & Co. January 2015 - June 2015
Juno Tax Services November 2013 - December 2014
MJS Tax Services January 2014 - April 2014
Beta Alpha Psi, Beta Eta Chapter July 2013 - December 2013
English Department, An Hui University of Architecture August 2006 - August 2009
Skills
Quickbooks, Excel, Access, Microsoft Office, Microsoft Excel, Interpretation and..., FASB, GAAP, Corporate Taxation, QuickBooks, Leadership, Financial Accounting, Accounting, Interpersonal Skill, Corporate Tax, Auditing
Education
San Diego State University-California State University 2012 — 2014
Master's Degree, Accountancy-TaxationTrack, 3.6
Tonya Strickland Tonya Strickland's Squar Milner Experience November 1999 - August 2002
Job Controller at Nelson & Associates, Inc.
Industry Accounting
Experience
Nelson & Associates, Inc. November 2012 - Present
Tonya Strickland July 2011 - Present
MIG Real Estate 2012 - 2012
Nelson & Associates 2000 - 2012
The Irvine Company January 2004 - April 2011
Squar Milner November 1999 - August 2002
Skills
Detail Oriented, Team Player, Financial Reporting, Reconciliation, Accounting, Accounts Receivable, Accounts Payable, Budgeting, General Ledger, Quickbooks, Journal Entries, Accruals, Fixed Assets, MRI, SAP, Depreciation, Financial Analysis, Account Reconciliation, Budgets, Payroll, Financial Statements, Variance Analysis, QuickBooks
Education
Kaplan University 2004 — 2007
Bachelors of Science, Business Administration; Accounting
Nelson & Associates, Inc. November 2012 - Present
Tonya Strickland July 2011 - Present
MIG Real Estate 2012 - 2012
Nelson & Associates 2000 - 2012
The Irvine Company January 2004 - April 2011
Squar Milner November 1999 - August 2002
Skills
Detail Oriented, Team Player, Financial Reporting, Reconciliation, Accounting, Accounts Receivable, Accounts Payable, Budgeting, General Ledger, Quickbooks, Journal Entries, Accruals, Fixed Assets, MRI, SAP, Depreciation, Financial Analysis, Account Reconciliation, Budgets, Payroll, Financial Statements, Variance Analysis, QuickBooks
Education
Kaplan University 2004 — 2007
Bachelors of Science, Business Administration; Accounting
Nader Bestauros Nader Bestauros's Squar Milner Experience April 2007 - February 2010
Job Senior Accountant at Vanguard Logistics Services
Industry Financial Services
Experience
Vanguard Logistics Services January 2014 - Present
Self Employed in accounting field May 2010 - Present
Squar Milner April 2007 - February 2010
Wells Fargo Investments February 2006 - March 2007
Trimble & Company An Accountancy Corporation January 2005 - August 2005
H&R Block October 2004 - March 2005
Rizk & Matta, CPA office September 2003 - October 2004
Egyptian German Automotive Company " Daimler Chrysler" September 1998 - July 2003
Xerox The Document Company May 1993 - August 1998
Skills
Accounting, Financial Reporting, Financial Accounting, Process Improvement, Mergers & Acquisitions, Internal Controls, Due Diligence, Analysis, Finance, Auditing, GAAP, Strategic Financial..., Tax, Account Reconciliation, General Ledger, Sarbanes-Oxley Act
Education
Ain Shams University 1986 — 1990
Bachelor Science of Commerce, Accounting
Vanguard Logistics Services January 2014 - Present
Self Employed in accounting field May 2010 - Present
Squar Milner April 2007 - February 2010
Wells Fargo Investments February 2006 - March 2007
Trimble & Company An Accountancy Corporation January 2005 - August 2005
H&R Block October 2004 - March 2005
Rizk & Matta, CPA office September 2003 - October 2004
Egyptian German Automotive Company " Daimler Chrysler" September 1998 - July 2003
Xerox The Document Company May 1993 - August 1998
Skills
Accounting, Financial Reporting, Financial Accounting, Process Improvement, Mergers & Acquisitions, Internal Controls, Due Diligence, Analysis, Finance, Auditing, GAAP, Strategic Financial..., Tax, Account Reconciliation, General Ledger, Sarbanes-Oxley Act
Education
Ain Shams University 1986 — 1990
Bachelor Science of Commerce, Accounting
Joshua Yeargin Joshua Yeargin's Squar Milner Experience 2010 - Present
Job Tax Principal
Industry Accounting
Experience
Squar Milner 2010 - Present
Valero Energy Corporation 2005 - 2009
Nabors Industries, Ltd. 2001 - 2005
Arthur Andersen LLP 1996 - 2001
Skills
SOX, Corporate Tax, Mergers, Dispositions, Tax, Tax Compliance, Tax Accounting, FIN 48, Sarbanes-Oxley Act, SEC filings, Income Tax, Financial Accounting, Accounting, S Corporations, Tax Research, GAAP, US GAAP
Education
California State University, Fresno 1990 — 1994
BS, Accounting
California State University-Sacramento
MS, Accounting - Taxation
Squar Milner 2010 - Present
Valero Energy Corporation 2005 - 2009
Nabors Industries, Ltd. 2001 - 2005
Arthur Andersen LLP 1996 - 2001
Skills
SOX, Corporate Tax, Mergers, Dispositions, Tax, Tax Compliance, Tax Accounting, FIN 48, Sarbanes-Oxley Act, SEC filings, Income Tax, Financial Accounting, Accounting, S Corporations, Tax Research, GAAP, US GAAP
Education
California State University, Fresno 1990 — 1994
BS, Accounting
California State University-Sacramento
MS, Accounting - Taxation
Kathryn Caruso Kathryn Caruso's Squar Milner Experience January 2014 - Present
Job Senior Tax Associate at Squar Milner
Industry Accounting
Experience
Squar Milner January 2014 - Present
Squar Milner August 2012 - December 2013
Squar Milner January 2012 - April 2012
White, Nelson & Co., LLP January 2011 - May 2011
Skills
Accounting, Tax, Tax Preparation, CPA, Corporate Tax, Financial Accounting, Income Tax, GoSystems, Tax Accounting
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2011
Bachelor of Science (B.S.), Accounting
Squar Milner January 2014 - Present
Squar Milner August 2012 - December 2013
Squar Milner January 2012 - April 2012
White, Nelson & Co., LLP January 2011 - May 2011
Skills
Accounting, Tax, Tax Preparation, CPA, Corporate Tax, Financial Accounting, Income Tax, GoSystems, Tax Accounting
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2011
Bachelor of Science (B.S.), Accounting
Tanya Bauman Tanya Bauman's Squar Milner Experience January 2014 - Present
Job Student at San Diego State UniversityCalifornia State University
Industry Accounting
Experience
Squar Milner January 2014 - Present
Skills
Accounting, Financial Reporting, Tax, Financial Accounting, QuickBooks, PowerPoint, Access, Microsoft Excel
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Science (B.S.), Accounting
Squar Milner January 2014 - Present
Skills
Accounting, Financial Reporting, Tax, Financial Accounting, QuickBooks, PowerPoint, Access, Microsoft Excel
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Science (B.S.), Accounting
Justine (Ramos) Hernandez Justine (Ramos) Hernandez's Squar Milner Experience April 2013 - August 2013
Job Life Designer at Passion Style Purpose International
Industry Professional Training & Coaching
Experience
Public Assistance to Business Owner "PA2BO" January 2014 - Present
Passion Style Purpose January 2011 - Present
International Feng Shui School September 2010 - Present
Squar Milner April 2013 - August 2013
Skills
Feng Shui, Leadership, Event Planning, Social Networking, Home Staging, Advertising, Microsoft Office, Customer Service, Sales, Microsoft Word, Facebook, Training, PowerPoint, Microsoft Excel, English, Research, Windows, House Blessings, Spanish-speaking, Intuitiveness, Blogging, Social Media Marketing, Public Speaking, Social Media, Coaching, Organization, Mentoring, teacher, Social Entrepreneurship, Self-awareness, Mindfulness Meditation
Education
International School of Feng Shui 2010 — 2013
Certified Feng Shui Expert, Classical Feng Shui, Red Ribbon Professional Level with International Feng Shui Guild
FIDM/Fashion Institute of Design & Merchandising-San Diego 2011 — 2012
INTERNATIONAL SCHOOL OF FENG SHUI, Classical Feng Shui
Public Assistance to Business Owner "PA2BO" January 2014 - Present
Passion Style Purpose January 2011 - Present
International Feng Shui School September 2010 - Present
Squar Milner April 2013 - August 2013
Skills
Feng Shui, Leadership, Event Planning, Social Networking, Home Staging, Advertising, Microsoft Office, Customer Service, Sales, Microsoft Word, Facebook, Training, PowerPoint, Microsoft Excel, English, Research, Windows, House Blessings, Spanish-speaking, Intuitiveness, Blogging, Social Media Marketing, Public Speaking, Social Media, Coaching, Organization, Mentoring, teacher, Social Entrepreneurship, Self-awareness, Mindfulness Meditation
Education
International School of Feng Shui 2010 — 2013
Certified Feng Shui Expert, Classical Feng Shui, Red Ribbon Professional Level with International Feng Shui Guild
FIDM/Fashion Institute of Design & Merchandising-San Diego 2011 — 2012
INTERNATIONAL SCHOOL OF FENG SHUI, Classical Feng Shui
Armine Gambaryan's Squar Milner Experience September 2015 - Present
Job Associate Account Manager at Squar Milner
Industry Accounting
Experience
Squar Milner September 2015 - Present
Garland & Associates July 2014 - August 2015
Savitsky, Satin & Bacon February 2013 - July 2014
Lagnese, Peyrot, & Mucci, Inc. May 2010 - March 2013
Sunglass Hut March 2009 - February 2010
Juicy Couture January 2008 - January 2010
Unique Image Inc./ ALO Hayati Magazine July 2009 - December 2009
Nickelodeon March 2009 - March 2009
HBO Film Productions January 2008 - May 2008
Fox Reality Channel July 2007 - December 2007
Skills
Public Relations, Marketing, Sales, Facebook, CRM, Social Media, Online Advertising, Management, Customer Service, Sales Management, Project Management, Social Media Marketing, Press Releases, Advertising
Education
California State University-Northridge 2005 — 2009
B.A., Communication Studies
Squar Milner September 2015 - Present
Garland & Associates July 2014 - August 2015
Savitsky, Satin & Bacon February 2013 - July 2014
Lagnese, Peyrot, & Mucci, Inc. May 2010 - March 2013
Sunglass Hut March 2009 - February 2010
Juicy Couture January 2008 - January 2010
Unique Image Inc./ ALO Hayati Magazine July 2009 - December 2009
Nickelodeon March 2009 - March 2009
HBO Film Productions January 2008 - May 2008
Fox Reality Channel July 2007 - December 2007
Skills
Public Relations, Marketing, Sales, Facebook, CRM, Social Media, Online Advertising, Management, Customer Service, Sales Management, Project Management, Social Media Marketing, Press Releases, Advertising
Education
California State University-Northridge 2005 — 2009
B.A., Communication Studies
Charistia Chiok Charistia Chiok's Squar Milner Experience November 2013 - Present
Job Audit Associate at Squar Milner
Industry Accounting
Experience
Squar Milner November 2013 - Present
UC Irvine Department of Materiel & Risk Management - Central Purchasing May 2012 - June 2013
UC Irvine Department of Dermatology June 2011 - August 2012
Skills
Research, Microsoft Excel, Microsoft Office, Human Resources, Microsoft Word, Accounting, PowerPoint
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
Arcadia High School
Squar Milner November 2013 - Present
UC Irvine Department of Materiel & Risk Management - Central Purchasing May 2012 - June 2013
UC Irvine Department of Dermatology June 2011 - August 2012
Skills
Research, Microsoft Excel, Microsoft Office, Human Resources, Microsoft Word, Accounting, PowerPoint
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
Arcadia High School
Jeff Parsell's Squar Milner Experience January 2001 - October 2007
Job Partner at Windes
Industry Accounting
Experience
Windes October 2007 - Present
Squar Milner January 2001 - October 2007
Vicenti, Lloyd & Stutzman LLP January 2000 - December 2000
Beckman Coulter 1995 - 1999
Skills
Accounting, XBRL Consulting and..., Real Estate, Construction, Biotechnology, Manufacturing
Education
California State University-Fullerton 1997 — 1999
BA, Business - Accounting
Windes October 2007 - Present
Squar Milner January 2001 - October 2007
Vicenti, Lloyd & Stutzman LLP January 2000 - December 2000
Beckman Coulter 1995 - 1999
Skills
Accounting, XBRL Consulting and..., Real Estate, Construction, Biotechnology, Manufacturing
Education
California State University-Fullerton 1997 — 1999
BA, Business - Accounting
Mike Moughnieh, MBA Mike Moughnieh, MBA's Squar Milner Experience March 2014 - Present
Job IT Director at Squar Milner
Industry Information Technology and Services
Experience
Squar Milner March 2014 - Present
SIGMAnet November 1994 - March 2014
Akzo Nobel 1994 - 1994
Skills
Cloud Computing, Cloud Computing IaaS, saas, VMware, Microsoft Certified..., HP Master ASE, Certified Novell..., Data Center, Virtualization, Solution Architecture, IT Service Management, IT Solutions, IT Strategy, Storage Area Networks, VMware Infrastructure, Managed Services, HP, Microsoft Certified..., IT Operations, Storage, Solution Selling, XP, Project Management, Network Security, Pre-sales, SDLC, Security, VoIP, IT Outsourcing, Professional Services, Telecommunications, Unified Communications, Disaster Recovery, Channel, Servers, Partner Management, Business Process, Wireless, Integration, Business Analysis, WAN, Information Technology, Enterprise Software, Network Architecture, SaaS, Microsoft Technologies, IT Management, ITIL, PMP, Vendor Management
Education
University of California, Irvine 1991 — 1994
Bachelor of Science (B.S.), Electrical and Computer Engineering
The George Washington University 2004 — 2004
Managing IT Projects, IT
University of La Verne 2006 — 2007
MBA, Finance and Management&Leadership
Squar Milner March 2014 - Present
SIGMAnet November 1994 - March 2014
Akzo Nobel 1994 - 1994
Skills
Cloud Computing, Cloud Computing IaaS, saas, VMware, Microsoft Certified..., HP Master ASE, Certified Novell..., Data Center, Virtualization, Solution Architecture, IT Service Management, IT Solutions, IT Strategy, Storage Area Networks, VMware Infrastructure, Managed Services, HP, Microsoft Certified..., IT Operations, Storage, Solution Selling, XP, Project Management, Network Security, Pre-sales, SDLC, Security, VoIP, IT Outsourcing, Professional Services, Telecommunications, Unified Communications, Disaster Recovery, Channel, Servers, Partner Management, Business Process, Wireless, Integration, Business Analysis, WAN, Information Technology, Enterprise Software, Network Architecture, SaaS, Microsoft Technologies, IT Management, ITIL, PMP, Vendor Management
Education
University of California, Irvine 1991 — 1994
Bachelor of Science (B.S.), Electrical and Computer Engineering
The George Washington University 2004 — 2004
Managing IT Projects, IT
University of La Verne 2006 — 2007
MBA, Finance and Management&Leadership
Jan William Van Leeuwen Jan William Van Leeuwen's Squar Milner Experience November 2011 - November 2014
Job Accountant
Industry Accounting
Experience
Orange Coast Title Company November 2014 - Present
Squar Milner November 2011 - November 2014
National Retirement Partners December 2007 - February 2009
Aspen Distribution December 2007 - February 2009
Market Wise Staffing and Consulting March 2007 - October 2007
Cable Harness Systems May 2003 - March 2007
Skills
Account Reconciliation, Financial Accounting, Financial Statements, General Ledger
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2011
Bachelor of Science, Accounting
Orange Coast Title Company November 2014 - Present
Squar Milner November 2011 - November 2014
National Retirement Partners December 2007 - February 2009
Aspen Distribution December 2007 - February 2009
Market Wise Staffing and Consulting March 2007 - October 2007
Cable Harness Systems May 2003 - March 2007
Skills
Account Reconciliation, Financial Accounting, Financial Statements, General Ledger
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2011
Bachelor of Science, Accounting
Cesar Reynoso, CPA Cesar Reynoso, CPA's Squar Milner Experience December 2004 - December 2012
Job Senior Manager Real Estate Group at Marcum LLP
Industry Real Estate
Experience
Orange County Young Executives January 2015 - Present
Marcum LLP August 2014 - Present
Brighton River Villas Management Association (HOA) January 2014 - Present
CohnReznick LLP December 2012 - August 2014
Squar Milner December 2004 - December 2012
Skills
CPA, GAAP, Financial Analysis, Accounting, Strategic Financial..., Tax, Financial Reporting, Mergers, Finance, Auditing, Due Diligence, Budgets, QuickBooks, Investments, Internal Controls, Financial Accounting, SEC filings, Purchase Price..., IFRS, Commercial Real Estate, Assurance, US GAAP, Sarbanes-Oxley Act, Revenue Recognition, Internal Audit, Mergers & Acquisitions, External Audit, Corporate Tax, Consolidation, General Ledger, Forensic Accounting, Tax Preparation, SEC Filings, Financial Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2005 — 2005
BS, Entrepreneurship
University of California, Riverside 2003 — 2005
BS, Accounting
Pasadena City College 2001 — 2003
AS, Business
La Serna High School 1999 — 2001
HSD, High School
Orange County Young Executives January 2015 - Present
Marcum LLP August 2014 - Present
Brighton River Villas Management Association (HOA) January 2014 - Present
CohnReznick LLP December 2012 - August 2014
Squar Milner December 2004 - December 2012
Skills
CPA, GAAP, Financial Analysis, Accounting, Strategic Financial..., Tax, Financial Reporting, Mergers, Finance, Auditing, Due Diligence, Budgets, QuickBooks, Investments, Internal Controls, Financial Accounting, SEC filings, Purchase Price..., IFRS, Commercial Real Estate, Assurance, US GAAP, Sarbanes-Oxley Act, Revenue Recognition, Internal Audit, Mergers & Acquisitions, External Audit, Corporate Tax, Consolidation, General Ledger, Forensic Accounting, Tax Preparation, SEC Filings, Financial Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2005 — 2005
BS, Entrepreneurship
University of California, Riverside 2003 — 2005
BS, Accounting
Pasadena City College 2001 — 2003
AS, Business
La Serna High School 1999 — 2001
HSD, High School
Christopher Reese Christopher Reese's Squar Milner Experience January 2010 - December 2010
Job Assurance Senior Manager Real Estate
Industry Accounting
Experience
PwC July 2015 - Present
PwC July 2013 - June 2015
PwC July 2012 - June 2013
PwC January 2011 - June 2012
Squar Milner January 2010 - December 2010
Ernst & Young September 2004 - November 2009
Beta Alpha Psi - Delta Beta Chapter December 2003 - May 2004
Beta Alpha Psi - Delta Beta Chapter June 2003 - November 2003
Ernst & Young June 2003 - August 2003
Golden Key International Honour Society - CSUF Chapter June 2002 - December 2002
Skills
SEC reporting, Accounting, Technical Accounting, Audit, SOX, Internal Controls, Financial Reporting, GAAP, Auditing, Financial Accounting, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Financial Statements, Assurance, Valuation, SOX 404, CPA, External Audit, Big 4, Sarbanes-Oxley, US GAAP, Consolidation, Cash Flow, SEC Filings
Education
California State University-Fullerton - College of Business and Economics 1999 — 2004
BA, Accounting, Economics, International Politics, Graduated Summa Cum Laude
PwC July 2015 - Present
PwC July 2013 - June 2015
PwC July 2012 - June 2013
PwC January 2011 - June 2012
Squar Milner January 2010 - December 2010
Ernst & Young September 2004 - November 2009
Beta Alpha Psi - Delta Beta Chapter December 2003 - May 2004
Beta Alpha Psi - Delta Beta Chapter June 2003 - November 2003
Ernst & Young June 2003 - August 2003
Golden Key International Honour Society - CSUF Chapter June 2002 - December 2002
Skills
SEC reporting, Accounting, Technical Accounting, Audit, SOX, Internal Controls, Financial Reporting, GAAP, Auditing, Financial Accounting, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Financial Statements, Assurance, Valuation, SOX 404, CPA, External Audit, Big 4, Sarbanes-Oxley, US GAAP, Consolidation, Cash Flow, SEC Filings
Education
California State University-Fullerton - College of Business and Economics 1999 — 2004
BA, Accounting, Economics, International Politics, Graduated Summa Cum Laude
Bill Hattox, CPA Bill Hattox, CPA's Squar Milner Experience 2000 - 2004
Job Senior Tax Manager at TravisWolff
Industry Accounting
Experience
TravisWolff December 2012 - Present
Weaver LLP 2005 - December 2012
Hall & Co 2004 - 2005
Squar Milner 2000 - 2004
Arthur Andersen LLP 1987 - 1990
Skills
Partnership Taxation, State Tax, Financial Statements, Mergers & Acquisitions, GAAP, Sarbanes-Oxley Act, Tax, Income Tax, CPA, Business Valuation, Tax Preparation, Internal Controls, Tax Research, Financial Accounting, Auditing, Corporate Tax, IRS, High Net Worth..., Corporate Law, Accounting, Tax Accounting, Accountants, Big 4, General Ledger, US GAAP, Tax Returns, Mergers, Financial Reporting, International Tax, QuickBooks, Account Reconciliation, SEC filings, External Audit, Forensic Accounting, Financial Analysis, S Corporations, Tax Advisory, Assurance
Education
The University of Texas at San Antonio 1984 — 1987
BBA, Accounting
TravisWolff December 2012 - Present
Weaver LLP 2005 - December 2012
Hall & Co 2004 - 2005
Squar Milner 2000 - 2004
Arthur Andersen LLP 1987 - 1990
Skills
Partnership Taxation, State Tax, Financial Statements, Mergers & Acquisitions, GAAP, Sarbanes-Oxley Act, Tax, Income Tax, CPA, Business Valuation, Tax Preparation, Internal Controls, Tax Research, Financial Accounting, Auditing, Corporate Tax, IRS, High Net Worth..., Corporate Law, Accounting, Tax Accounting, Accountants, Big 4, General Ledger, US GAAP, Tax Returns, Mergers, Financial Reporting, International Tax, QuickBooks, Account Reconciliation, SEC filings, External Audit, Forensic Accounting, Financial Analysis, S Corporations, Tax Advisory, Assurance
Education
The University of Texas at San Antonio 1984 — 1987
BBA, Accounting
Daniel Engel Daniel Engel's Squar Milner Experience January 2001 - January 2004
Job CFO at American Torch Tip
Industry Executive Office
Experience
American Torch Tip October 2012 - Present
Innovative Mattress Solutions June 2010 - September 2012
Pacific Convenience & Fuels, LLC August 2009 - May 2010
Daniel Engel, CPA January 2004 - May 2009
Stila Cosmetics August 2008 - April 2009
Sun Capital Partners 2008 - 2009
Abrisa 2006 - 2008
Interlink Electronics 2001 - 2005
Squar Milner January 2001 - January 2004
Balance Bar 2001 - 2004
Skills
Retail Management, Integrated Management..., Change Management, ERP design, Private Equity, Variance Analysis, Cost Reduction, Cost Containment, Internal Controls, US GAAP, Supply Chain Management, Inventory Control, Consumer Products, Retail Accounting, Manufacturing Accounting, Cost Accounting, International Business, M&A experience, Microsoft Office, ODBC, Operational Planning, Strategic Planning, Oracle, Macola, MSSQL, Integration, Access, SQL Server, Manufacturing Finance, ERP, Budgeting, Retail, Manufacturing, Cash Management, Process Engineering, Costing, Business Process, Mergers, Forecasting, Financial Reporting, Planning, Microsoft SQL Server, Accounting, Mergers & Acquisitions, Finance, Inventory Management, Store Management, Budgets, Financial Analysis, Project Planning
Education
California State University-Northridge 1978 — 1980
MBA, Business
Claremont McKenna College 1972 — 1976
BA, Economics
American Torch Tip October 2012 - Present
Innovative Mattress Solutions June 2010 - September 2012
Pacific Convenience & Fuels, LLC August 2009 - May 2010
Daniel Engel, CPA January 2004 - May 2009
Stila Cosmetics August 2008 - April 2009
Sun Capital Partners 2008 - 2009
Abrisa 2006 - 2008
Interlink Electronics 2001 - 2005
Squar Milner January 2001 - January 2004
Balance Bar 2001 - 2004
Skills
Retail Management, Integrated Management..., Change Management, ERP design, Private Equity, Variance Analysis, Cost Reduction, Cost Containment, Internal Controls, US GAAP, Supply Chain Management, Inventory Control, Consumer Products, Retail Accounting, Manufacturing Accounting, Cost Accounting, International Business, M&A experience, Microsoft Office, ODBC, Operational Planning, Strategic Planning, Oracle, Macola, MSSQL, Integration, Access, SQL Server, Manufacturing Finance, ERP, Budgeting, Retail, Manufacturing, Cash Management, Process Engineering, Costing, Business Process, Mergers, Forecasting, Financial Reporting, Planning, Microsoft SQL Server, Accounting, Mergers & Acquisitions, Finance, Inventory Management, Store Management, Budgets, Financial Analysis, Project Planning
Education
California State University-Northridge 1978 — 1980
MBA, Business
Claremont McKenna College 1972 — 1976
BA, Economics
Jean Lovett CPA Jean Lovett CPA's Squar Milner Experience January 2015 - Present
Job Partner at Squar Milner
Industry Real Estate
Experience
Squar Milner January 2015 - Present
Squar Milner October 2012 - December 2014
Ernst & Young LLP January 1999 - September 2012
Jean Lovett CPA January 1996 - January 1999
Eugene Lewis and Associates 1980 - December 1995
Skills
Tax, Corporate Tax, Start-ups, Accounting, Real Estate, Trusts, Tax Advisory, Tax Accounting, Auditing, SEC filings, Financial Analysis, GAAP, CPA, Income Tax, International Tax, Tax Research
Education
California State Polytechnic University-Pomona 1976 — 1980
Bachelor of Science (B.S.), Accounting
Squar Milner January 2015 - Present
Squar Milner October 2012 - December 2014
Ernst & Young LLP January 1999 - September 2012
Jean Lovett CPA January 1996 - January 1999
Eugene Lewis and Associates 1980 - December 1995
Skills
Tax, Corporate Tax, Start-ups, Accounting, Real Estate, Trusts, Tax Advisory, Tax Accounting, Auditing, SEC filings, Financial Analysis, GAAP, CPA, Income Tax, International Tax, Tax Research
Education
California State Polytechnic University-Pomona 1976 — 1980
Bachelor of Science (B.S.), Accounting
Kelly O'Neil, CPA Kelly O'Neil, CPA's Squar Milner Experience July 2002 - August 2007
Job Experienced Financial Reporting & Auditing Professional
Industry Accounting
Experience
CBIZ MHM, LLC January 2011 - Present
Mayer Hoffman McCann PC January 2011 - Present
CBIZ MHM, LLC September 2007 - December 2010
Squar Milner July 2002 - August 2007
Skills
SEC filings, Accounting, Auditing, GAAP, Revenue Recognition, Financial Reporting, Internal Controls, CPA, Sarbanes-Oxley Act, External Audit, Financial Audits, Mergers, Sarbanes-Oxley, US GAAP, Due Diligence, Management, Financial Modeling, Internal Audit, Leadership, Financial Analysis, Financial Accounting, Financial Statements, Tax, General Ledger, Forensic Accounting, Assurance, Business Valuation, Mergers & Acquisitions
Education
State University of New York College at Fredonia 1992 — 1996
Bachelor of Science, Business Administration
CBIZ MHM, LLC January 2011 - Present
Mayer Hoffman McCann PC January 2011 - Present
CBIZ MHM, LLC September 2007 - December 2010
Squar Milner July 2002 - August 2007
Skills
SEC filings, Accounting, Auditing, GAAP, Revenue Recognition, Financial Reporting, Internal Controls, CPA, Sarbanes-Oxley Act, External Audit, Financial Audits, Mergers, Sarbanes-Oxley, US GAAP, Due Diligence, Management, Financial Modeling, Internal Audit, Leadership, Financial Analysis, Financial Accounting, Financial Statements, Tax, General Ledger, Forensic Accounting, Assurance, Business Valuation, Mergers & Acquisitions
Education
State University of New York College at Fredonia 1992 — 1996
Bachelor of Science, Business Administration
Angelina Kostov, MS, CPA's Squar Milner Experience January 2008 - October 2008
Job Chief Accountant for Gift Cards Taco Bell, Inc. and National Advertising Funds Administration at Taco Bell, USA
Industry Health, Wellness and Fitness
Experience
Taco Bell USA November 2012 - Present
Aspen Skilled Healthcare, Inc. January 2010 - October 2012
Squar Milner January 2008 - October 2008
Rev Vandervort, CPA January 2007 - April 2007
Skills
Payroll, Accounting, Fixed Assets, Cash Management, Financial Statements, Microsoft Office, Journal Entries, Internal Controls, Auditing, Bank Reconciliation, Expenses, Cash Flow, GAAP, Forecasting, Management, Variance Analysis, General Ledger, Accruals, Analysis, Budgets, Financial Reporting, US GAAP, Financial Accounting, Financial Modeling, Financial Analysis, Depreciation, Sarbanes-Oxley Act
Education
California State University-Fullerton - College of Business and Economics
Master of Science (M.S.), Accounting
English Language School
Higher Institute of Food and Flavor
Master of Science (M.S.), Food Technology and Processing
Taco Bell USA November 2012 - Present
Aspen Skilled Healthcare, Inc. January 2010 - October 2012
Squar Milner January 2008 - October 2008
Rev Vandervort, CPA January 2007 - April 2007
Skills
Payroll, Accounting, Fixed Assets, Cash Management, Financial Statements, Microsoft Office, Journal Entries, Internal Controls, Auditing, Bank Reconciliation, Expenses, Cash Flow, GAAP, Forecasting, Management, Variance Analysis, General Ledger, Accruals, Analysis, Budgets, Financial Reporting, US GAAP, Financial Accounting, Financial Modeling, Financial Analysis, Depreciation, Sarbanes-Oxley Act
Education
California State University-Fullerton - College of Business and Economics
Master of Science (M.S.), Accounting
English Language School
Higher Institute of Food and Flavor
Master of Science (M.S.), Food Technology and Processing
Andrew Hollyfield Andrew Hollyfield's Squar Milner Experience January 2013 - April 2013
Job Sourcing Specialist at Accountemps Robert Half
Industry Accounting
Experience
Accountemps June 2015 - Present
Zeta Beta Tau- San Diego State University-Beta Lambda Chapter March 2013 - April 2014
Squar Milner January 2013 - April 2013
UCSD Medical Center-Accounts Payable June 2012 - September 2012
Skills
Tax, Accounting, Financial Reporting, GAAP, Accounts Payable, SEC filings, CPA, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Public Speaking, Teamwork, Event Planning, QuickBooks, Leadership, Customer Service
Education
San Diego State University-California State University 2010 — 2015
Business Administration, Accounting, Senior
Accountemps June 2015 - Present
Zeta Beta Tau- San Diego State University-Beta Lambda Chapter March 2013 - April 2014
Squar Milner January 2013 - April 2013
UCSD Medical Center-Accounts Payable June 2012 - September 2012
Skills
Tax, Accounting, Financial Reporting, GAAP, Accounts Payable, SEC filings, CPA, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Public Speaking, Teamwork, Event Planning, QuickBooks, Leadership, Customer Service
Education
San Diego State University-California State University 2010 — 2015
Business Administration, Accounting, Senior
Dan Morales Dan Morales's Squar Milner Experience May 2005 - May 2006
Job Tax Manager at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2006 - June 2014
Squar Milner May 2005 - May 2006
Skills
Financial Services, Tax, Accounting, Hedge Funds, Private Equity, Alternative Investments, Tax Research, Partnership Taxation, Tax Accounting, Income Tax, International Tax, Tax Preparation, Tax Returns, GAAP, Financial Accounting, Fund Of Funds, Financial Reporting, Securities, GoSystems, ProSystem fx Tax, CCH ProSystem fx, Partnership Tax Returns, Preparation, Depreciation, Fixed Assets, FIN 48, Financial Analysis, Tax Advisory, US GAAP, IRS, CCH, Partnership Accounting, US Tax, Multi-state tax returns, Pass-through Entities, CCH Research, Revenue Recognition, S Corporations, Personal Income Tax..., C-Corp, Corporate Tax, Financial Instruments, CCH Intelliconnect, Hedge Accounting, Member of AICPA, Big 4, Internal Revenue Code, Limited Partnerships
Education
California State University-Northridge 2008 — 2010
Master's degree, Taxation
University of California, Riverside 2002 — 2005
Bachelor of Science (BS), Business Administration, Management and Operations
KPMG US July 2014 - Present
Rothstein Kass November 2006 - June 2014
Squar Milner May 2005 - May 2006
Skills
Financial Services, Tax, Accounting, Hedge Funds, Private Equity, Alternative Investments, Tax Research, Partnership Taxation, Tax Accounting, Income Tax, International Tax, Tax Preparation, Tax Returns, GAAP, Financial Accounting, Fund Of Funds, Financial Reporting, Securities, GoSystems, ProSystem fx Tax, CCH ProSystem fx, Partnership Tax Returns, Preparation, Depreciation, Fixed Assets, FIN 48, Financial Analysis, Tax Advisory, US GAAP, IRS, CCH, Partnership Accounting, US Tax, Multi-state tax returns, Pass-through Entities, CCH Research, Revenue Recognition, S Corporations, Personal Income Tax..., C-Corp, Corporate Tax, Financial Instruments, CCH Intelliconnect, Hedge Accounting, Member of AICPA, Big 4, Internal Revenue Code, Limited Partnerships
Education
California State University-Northridge 2008 — 2010
Master's degree, Taxation
University of California, Riverside 2002 — 2005
Bachelor of Science (BS), Business Administration, Management and Operations
Arnold R. Magana, MPAc Arnold R. Magana, MPAc's Squar Milner Experience January 2014 - April 2014
Job Staff Tax Accountant at Frazer, LLP
Industry Accounting
Experience
Frazer, LLP November 2014 - Present
Squar Milner January 2014 - April 2014
City Wide Electronic Systems Inc June 2004 - February 2010
Sears Roebuck January 2003 - June 2004
Skills
Financial Reporting, Accounting, GAAP, Financial Accounting, Bookkeeping, Microsoft Office, Corporate Tax, Access, Financial Analysis, Tax Preparation, Finance, Microsoft Excel, Internal Controls, Forecasting, Strategic Financial..., Bilingual, Tax Accounting, Income Tax, Financial Statements, Cost Accounting, Critical Thinking, Tax Returns, Microsoft Word, PowerPoint, Variance Analysis, ProSystem fx Tax, QuickBooks
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2014
Master of Professional Accountancy, Accounting
University of California, Riverside
B.S, Business Administration, Accounting Concentration, 3.72
Frazer, LLP November 2014 - Present
Squar Milner January 2014 - April 2014
City Wide Electronic Systems Inc June 2004 - February 2010
Sears Roebuck January 2003 - June 2004
Skills
Financial Reporting, Accounting, GAAP, Financial Accounting, Bookkeeping, Microsoft Office, Corporate Tax, Access, Financial Analysis, Tax Preparation, Finance, Microsoft Excel, Internal Controls, Forecasting, Strategic Financial..., Bilingual, Tax Accounting, Income Tax, Financial Statements, Cost Accounting, Critical Thinking, Tax Returns, Microsoft Word, PowerPoint, Variance Analysis, ProSystem fx Tax, QuickBooks
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2014
Master of Professional Accountancy, Accounting
University of California, Riverside
B.S, Business Administration, Accounting Concentration, 3.72
Amber Gibson's Squar Milner Experience July 2013 - August 2013
Job Student at Northwestern University
Industry Accounting
Experience
Teen Leadership Council 2013 - 2014
Squar Milner July 2013 - August 2013
Allergan July 2012 - August 2012
Skills
Customer Service, Friendliness, Energy, Windows 7, Windows Vista, Android, Google Docs, Critical Thinking, Cooperation, Public Speaking, Leadership, Peer Mentoring, Passion for Helping...
Education
Northwestern University 2014 — 2018
Bachelor of Arts (B.A.), Economics
Edison High School 2009 — 2014
General Education, 12
Teen Leadership Council 2013 - 2014
Squar Milner July 2013 - August 2013
Allergan July 2012 - August 2012
Skills
Customer Service, Friendliness, Energy, Windows 7, Windows Vista, Android, Google Docs, Critical Thinking, Cooperation, Public Speaking, Leadership, Peer Mentoring, Passion for Helping...
Education
Northwestern University 2014 — 2018
Bachelor of Arts (B.A.), Economics
Edison High School 2009 — 2014
General Education, 12
Sam Salty, CPA, MBA Sam Salty, CPA, MBA's Squar Milner Experience August 2012 - Present
Job
Industry Accounting
Experience
Squar Milner August 2012 - Present
Skills
SEC filings, Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Analysis, Tax, CPA, Corporate Tax, Income Tax, Financial Accounting, Mergers, Revenue Recognition, Tax Accounting, Cash Flow, Due Diligence, US GAAP, IFRS, Internal Audit, Strategic Financial..., External Audit, Financial Modeling, Cost Accounting, Consolidation, Forecasting, Managerial Finance, QuickBooks, Corporate Finance, Financial Statements, Financial Audits, IPO, Cash Management
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Business
University of California, Los Angeles 1995 — 1999
BA, Economics
Pepperdine University, The George L. Graziadio School of Business and Management
Squar Milner August 2012 - Present
Skills
SEC filings, Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Analysis, Tax, CPA, Corporate Tax, Income Tax, Financial Accounting, Mergers, Revenue Recognition, Tax Accounting, Cash Flow, Due Diligence, US GAAP, IFRS, Internal Audit, Strategic Financial..., External Audit, Financial Modeling, Cost Accounting, Consolidation, Forecasting, Managerial Finance, QuickBooks, Corporate Finance, Financial Statements, Financial Audits, IPO, Cash Management
Education
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Business
University of California, Los Angeles 1995 — 1999
BA, Economics
Pepperdine University, The George L. Graziadio School of Business and Management
Kendra Murphy Kendra Murphy's Squar Milner Experience July 2007 - May 2013
Job Supervisor, Accountant at Craig Realty Group
Industry Accounting
Experience
Craig Realty Group June 2013 - Present
Squar Milner July 2007 - May 2013
Education
California State University-Fullerton
Bachelor of Arts in Business Administration, Concentration in Accounting
Craig Realty Group June 2013 - Present
Squar Milner July 2007 - May 2013
Education
California State University-Fullerton
Bachelor of Arts in Business Administration, Concentration in Accounting
Cecily Mason Cecily Mason's Squar Milner Experience January 2013 - April 2013
Job Tax Accountant at Queen & Company
Industry Accounting
Experience
Queen & Company November 2013 - Present
Maxwell & Company CPAs, Inc. June 2013 - October 2013
Squar Milner January 2013 - April 2013
Ganze & Company October 2012 - January 2013
Ganze & Company February 2009 - October 2012
Skills
Tax Preparation, QuickBooks, Accounting, Account Reconciliation, Payroll, Financial Reporting, Tax, Income Tax
Education
Sonoma State University 2009 — 2011
Bachelor of Science, Business Administration (Accounting)
Santa Rosa Junior College 2004 — 2009
Queen & Company November 2013 - Present
Maxwell & Company CPAs, Inc. June 2013 - October 2013
Squar Milner January 2013 - April 2013
Ganze & Company October 2012 - January 2013
Ganze & Company February 2009 - October 2012
Skills
Tax Preparation, QuickBooks, Accounting, Account Reconciliation, Payroll, Financial Reporting, Tax, Income Tax
Education
Sonoma State University 2009 — 2011
Bachelor of Science, Business Administration (Accounting)
Santa Rosa Junior College 2004 — 2009
Greg Lankston, MBA Greg Lankston, MBA's Squar Milner Experience July 2014 - Present
Job Tax Staff Accountant at Squar Milner
Industry Accounting
Experience
Squar Milner July 2014 - Present
Copeland, Hild, and Trotter, PC August 2012 - May 2014
AT&T- Foundry March 2013 - July 2013
Potter's House Thrift Store January 2011 - July 2012
Skills
Financial Analysis, Team Leadership, Accounting, Microsoft Excel, Marketing Strategy, Public Speaking, Microsoft Office, PowerPoint, Tax, Leadership, Research, Analysis, Microsoft Word, Marketing, Customer Service, Management, Strategic Planning, Bookkeeping, Finance, Financial Reporting, Event Planning, Social Media
Education
University of Oklahoma - Price College of Business 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Arkansas at Fayetteville 2010 — 2012
Bachelor of Science (B.S.), Accounting
Northeastern State University 2008 — 2010
Bachelor's Degree, General Education Courses, Lower Level Business Courses
Squar Milner July 2014 - Present
Copeland, Hild, and Trotter, PC August 2012 - May 2014
AT&T- Foundry March 2013 - July 2013
Potter's House Thrift Store January 2011 - July 2012
Skills
Financial Analysis, Team Leadership, Accounting, Microsoft Excel, Marketing Strategy, Public Speaking, Microsoft Office, PowerPoint, Tax, Leadership, Research, Analysis, Microsoft Word, Marketing, Customer Service, Management, Strategic Planning, Bookkeeping, Finance, Financial Reporting, Event Planning, Social Media
Education
University of Oklahoma - Price College of Business 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Arkansas at Fayetteville 2010 — 2012
Bachelor of Science (B.S.), Accounting
Northeastern State University 2008 — 2010
Bachelor's Degree, General Education Courses, Lower Level Business Courses
Daniel Doyle Daniel Doyle's Squar Milner Experience February 2015 - April 2015
Job Accounting Professional | Working towards CPA
Industry Accounting
Experience
The Pun Group, LLP June 2015 - Present
Squar Milner February 2015 - April 2015
Huntington Surf & Sport March 2014 - January 2015
TGG Accounting October 2012 - March 2014
Lawyers Title Insurance Co September 2012 - October 2012
University of San Diego June 2011 - June 2012
Chicago Title Insurance Company June 2007 - August 2010
Huntington Surf and Sport April 2008 - August 2008
Corky Carroll's Surf School June 2005 - August 2005
Skills
Accounts Receivable, Accounts Payable, Account Reconciliation, Bank Reconciliation, Data Analysis, Data Entry, Department Budgeting, Payroll, 1099 Preparation, Financial Analysis, Fundraising, Event Planning, Social Media, Public Speaking, Microsoft Excel, PowerPoint, Accounting, Research, Microsoft Word, Microsoft Office, Leadership, Facebook, Process Improvement, Financial Statements, Management, Finance, Financial Reporting, QuickBooks
Education
University of San Diego 2009 — 2012
Bachelor of Accountancy, Accounting
Frederick Community College 2012 — 2012
Emergency Management (FEMA)
Golden West College 2010 — 2010
California State University-Monterey Bay 2008 — 2009
Business Administration and Management, General, 3.4
The Pun Group, LLP June 2015 - Present
Squar Milner February 2015 - April 2015
Huntington Surf & Sport March 2014 - January 2015
TGG Accounting October 2012 - March 2014
Lawyers Title Insurance Co September 2012 - October 2012
University of San Diego June 2011 - June 2012
Chicago Title Insurance Company June 2007 - August 2010
Huntington Surf and Sport April 2008 - August 2008
Corky Carroll's Surf School June 2005 - August 2005
Skills
Accounts Receivable, Accounts Payable, Account Reconciliation, Bank Reconciliation, Data Analysis, Data Entry, Department Budgeting, Payroll, 1099 Preparation, Financial Analysis, Fundraising, Event Planning, Social Media, Public Speaking, Microsoft Excel, PowerPoint, Accounting, Research, Microsoft Word, Microsoft Office, Leadership, Facebook, Process Improvement, Financial Statements, Management, Finance, Financial Reporting, QuickBooks
Education
University of San Diego 2009 — 2012
Bachelor of Accountancy, Accounting
Frederick Community College 2012 — 2012
Emergency Management (FEMA)
Golden West College 2010 — 2010
California State University-Monterey Bay 2008 — 2009
Business Administration and Management, General, 3.4
Keith Troutman Keith Troutman's Squar Milner Experience January 2010 - Present
Job Tax Partner at Squar Milner
Industry Accounting
Experience
Squar Milner January 2010 - Present
Squar Milner January 2003 - Present
Deloitte 1997 - 2002
PricewaterhouseCoopers 1995 - 1997
Coopers & Lybrand LLP 1993 - 1996
Internal Revenue Service October 1987 - December 1993
Skills
Corporate Tax, SEC filings, Tax, GAAP, Small Business, Business Valuation, Restructuring, Income Tax, Private Equity, Corporate Finance, Due Diligence, Forensic Accounting, Mergers & Acquisitions, Leadership, CPA, Tax Accounting, IPO
Education
California State University-Hayward - School of Business and Economics 1992 — 1994
BA and MBA, Accounting
Golden Gate University
Master of Science (MS), Taxation
Sharpstown High School
St. Mary's University
Squar Milner January 2010 - Present
Squar Milner January 2003 - Present
Deloitte 1997 - 2002
PricewaterhouseCoopers 1995 - 1997
Coopers & Lybrand LLP 1993 - 1996
Internal Revenue Service October 1987 - December 1993
Skills
Corporate Tax, SEC filings, Tax, GAAP, Small Business, Business Valuation, Restructuring, Income Tax, Private Equity, Corporate Finance, Due Diligence, Forensic Accounting, Mergers & Acquisitions, Leadership, CPA, Tax Accounting, IPO
Education
California State University-Hayward - School of Business and Economics 1992 — 1994
BA and MBA, Accounting
Golden Gate University
Master of Science (MS), Taxation
Sharpstown High School
St. Mary's University
Irene Ott, PHR, SHRM-CP Irene Ott, PHR, SHRM-CP's Squar Milner Experience March 2014 - September 2014
Job Human Resources Manager at HSNO
Industry Financial Services
Experience
HSNO June 2015 - Present
Blytheco - ResortShare - Always Plumbing January 2015 - May 2015
Squar Milner March 2014 - September 2014
Galardi Group Inc. April 1999 - March 2014
Skills
HRIS, Performance Management, Human Resources, Deferred Compensation, Employee Relations, Onboarding, Employee Benefits, Customer Service, Interviews, Workforce Planning, Succession Planning, SPHR, Recruiting, Talent Acquisition, Applicant Tracking..., Talent Management, Payroll, Hiring, Benefits Administration, New Hire Orientations, Labor Relations, HR Policies, FMLA, Training, Personnel Management, Management, Leadership, Policy, Strategy, ADP Payroll, Employee Engagement, Team Building, Conflict Resolution
Education
University of California, Irvine 2000 — 2003
Human Resources
HSNO June 2015 - Present
Blytheco - ResortShare - Always Plumbing January 2015 - May 2015
Squar Milner March 2014 - September 2014
Galardi Group Inc. April 1999 - March 2014
Skills
HRIS, Performance Management, Human Resources, Deferred Compensation, Employee Relations, Onboarding, Employee Benefits, Customer Service, Interviews, Workforce Planning, Succession Planning, SPHR, Recruiting, Talent Acquisition, Applicant Tracking..., Talent Management, Payroll, Hiring, Benefits Administration, New Hire Orientations, Labor Relations, HR Policies, FMLA, Training, Personnel Management, Management, Leadership, Policy, Strategy, ADP Payroll, Employee Engagement, Team Building, Conflict Resolution
Education
University of California, Irvine 2000 — 2003
Human Resources
Alice Jackson's Squar Milner Experience September 2015 - Present
Job CPA
Industry Accounting
Experience
Squar Milner September 2015 - Present
Mission Hills Christian School July 2013 - August 2015
SGH Group 2003 - 2004
myCFO, Inc. 2000 - 2002
Arthur Andersen 1997 - 2000
Skills
Corporate Tax, Tax, Accounting, Tax Accounting, CPA, Income Tax, Financial Reporting, Internal Controls, Tax Research, Tax Preparation, Management, Sarbanes-Oxley Act
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Squar Milner September 2015 - Present
Mission Hills Christian School July 2013 - August 2015
SGH Group 2003 - 2004
myCFO, Inc. 2000 - 2002
Arthur Andersen 1997 - 2000
Skills
Corporate Tax, Tax, Accounting, Tax Accounting, CPA, Income Tax, Financial Reporting, Internal Controls, Tax Research, Tax Preparation, Management, Sarbanes-Oxley Act
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Shel-lee Davis's Squar Milner Experience 1990 - 2002
Job Real Estate Consultant Davis Real Estate Advisors at Shorewood Realtors
Industry Real Estate
Experience
Shorewood Realtors November 2014 - Present
Family Holdings 1983 - Present
RE/MAX Estate Properties 2007 - November 2014
RE/MAX Palos Verdes Realty 2007 - 2012
Dynamic RE.Action, Inc. 2004 - 2007
SingerLewak LLP 2003 - 2004
Two Chefs on a Roll 2002 - 2003
Squar Milner 1990 - 2002
Woodsmith, Inc / Woodsmith Development, Inc 1985 - 1990
Diversified Management Co. 1984 - 1985
Skills
Real Estate, Negotiation, World Class Customer..., Sellers, Listings, Investment Properties, Single Family Homes, Condos, Buyer Representation, Move Up Buyers, First Time Home Buyers, Referrals, Contract Negotiation, Forensic Accounting, Construction Management, Short Sales, Selling, Income Properties, Sales
Education
California State University-Fullerton 1992 — 1996
Bachelor's degree, Business Management with Accounting Emphasis
Harvey Mudd College 1974 — 1977
Engineering major
Shorewood Realtors November 2014 - Present
Family Holdings 1983 - Present
RE/MAX Estate Properties 2007 - November 2014
RE/MAX Palos Verdes Realty 2007 - 2012
Dynamic RE.Action, Inc. 2004 - 2007
SingerLewak LLP 2003 - 2004
Two Chefs on a Roll 2002 - 2003
Squar Milner 1990 - 2002
Woodsmith, Inc / Woodsmith Development, Inc 1985 - 1990
Diversified Management Co. 1984 - 1985
Skills
Real Estate, Negotiation, World Class Customer..., Sellers, Listings, Investment Properties, Single Family Homes, Condos, Buyer Representation, Move Up Buyers, First Time Home Buyers, Referrals, Contract Negotiation, Forensic Accounting, Construction Management, Short Sales, Selling, Income Properties, Sales
Education
California State University-Fullerton 1992 — 1996
Bachelor's degree, Business Management with Accounting Emphasis
Harvey Mudd College 1974 — 1977
Engineering major
Brett Strother Brett Strother's Squar Milner Experience November 2007 - December 2010
Job Tax Manager at EY
Industry Accounting
Experience
EY August 2014 - Present
Holthouse Carlin & Van Trigt LLP November 2011 - July 2014
Squar Milner November 2007 - December 2010
Skills
Tax Provision, Income Tax, Certified Payroll, Sales & Use Tax, Property Tax
Education
California State University-San Marcos - College of Business Administration 2003 — 2005
BS, Accounting
EY August 2014 - Present
Holthouse Carlin & Van Trigt LLP November 2011 - July 2014
Squar Milner November 2007 - December 2010
Skills
Tax Provision, Income Tax, Certified Payroll, Sales & Use Tax, Property Tax
Education
California State University-San Marcos - College of Business Administration 2003 — 2005
BS, Accounting
Terra Van Andel Terra Van Andel's Squar Milner Experience July 2003 - December 2004
Job Deputy City Auditor at City of Long Beach
Industry Government Administration
Experience
City of Long Beach January 2005 - Present
Squar Milner July 2003 - December 2004
Watkins Uiberall, PLLC November 2002 - June 2003
Coy & Company 2000 - 2002
Skills
Auditing, Internal Audit, Certified Fraud Examiner, Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, GAAP, Policy, Government Auditing, Government, Analysis, Managerial Finance, Tax, Fraud, Due Diligence, Performance Auditing, Yellow Book, Assurance, Risk Assessment, Government Accounting, Public Sector Financial..., Enterprise Risk..., Financial Audits, Financial Reporting, Risk Management, COSO, Sarbanes-Oxley, IT Audit, General Ledger, Forensic Accounting
Education
Arkansas State University 2001 — 2002
Bachelor of Science, Management; emphasis in Leadership
Arkansas State University 1999 — 2001
Bachelor of Science, Accounting
City of Long Beach January 2005 - Present
Squar Milner July 2003 - December 2004
Watkins Uiberall, PLLC November 2002 - June 2003
Coy & Company 2000 - 2002
Skills
Auditing, Internal Audit, Certified Fraud Examiner, Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, GAAP, Policy, Government Auditing, Government, Analysis, Managerial Finance, Tax, Fraud, Due Diligence, Performance Auditing, Yellow Book, Assurance, Risk Assessment, Government Accounting, Public Sector Financial..., Enterprise Risk..., Financial Audits, Financial Reporting, Risk Management, COSO, Sarbanes-Oxley, IT Audit, General Ledger, Forensic Accounting
Education
Arkansas State University 2001 — 2002
Bachelor of Science, Management; emphasis in Leadership
Arkansas State University 1999 — 2001
Bachelor of Science, Accounting
Jay Barrows, CPA Jay Barrows, CPA's Squar Milner Experience December 2004 - October 2007
Job Senior Manager Revenue Recognition at Intuit
Industry Accounting
Experience
Intuit March 2010 - Present
Intuit November 2007 - March 2010
Squar Milner December 2004 - October 2007
Genica Corporation June 1999 - December 2004
Skills
SEC filings, Revenue Recognition, GAAP, Financial Reporting, General Ledger, Auditing, Accounting, Financial Modeling, Financial Accounting, Finance, Account Reconciliation, Financial Statements, Accounts Payable, Accounts Receivable, Cash Management, Sarbanes-Oxley Act, Cash Flow, US GAAP, CPA, Internal Controls, SEC Filings
Education
San Diego State University-California State University 2010 — 2013
Masters, Business Administration (Finance)
San Diego State University-California State University 2003 — 2005
Bachelor's Degree, Business Administration (Accounting)
Palomar College 1997 — 2003
Associate's Degree, Liberal Arts
Palomar College 1997 — 2002
Associate's Degree, Accounting
Intuit March 2010 - Present
Intuit November 2007 - March 2010
Squar Milner December 2004 - October 2007
Genica Corporation June 1999 - December 2004
Skills
SEC filings, Revenue Recognition, GAAP, Financial Reporting, General Ledger, Auditing, Accounting, Financial Modeling, Financial Accounting, Finance, Account Reconciliation, Financial Statements, Accounts Payable, Accounts Receivable, Cash Management, Sarbanes-Oxley Act, Cash Flow, US GAAP, CPA, Internal Controls, SEC Filings
Education
San Diego State University-California State University 2010 — 2013
Masters, Business Administration (Finance)
San Diego State University-California State University 2003 — 2005
Bachelor's Degree, Business Administration (Accounting)
Palomar College 1997 — 2003
Associate's Degree, Liberal Arts
Palomar College 1997 — 2002
Associate's Degree, Accounting
Daeun Lee, CPA Daeun Lee, CPA's Squar Milner Experience November 2009 - November 2014
Job Internal Audit at Broadcom
Industry Accounting
Experience
Broadcom November 2014 - Present
Squar Milner November 2009 - November 2014
Skills
GAAP, Financial Reporting, Financial Services, Financial Audits, SEC filings, Auditing, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Accounting, US GAAP, Financial Statements, Internal Audit, Financial Analysis, General Ledger, SEC Filings, Microsoft Excel
Education
University of California, Irvine 2005 — 2009
BA, Business Economics, Accounting
Broadcom November 2014 - Present
Squar Milner November 2009 - November 2014
Skills
GAAP, Financial Reporting, Financial Services, Financial Audits, SEC filings, Auditing, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Accounting, US GAAP, Financial Statements, Internal Audit, Financial Analysis, General Ledger, SEC Filings, Microsoft Excel
Education
University of California, Irvine 2005 — 2009
BA, Business Economics, Accounting
Angelina Garcia Angelina Garcia's Squar Milner Experience November 2004 - June 2007
Job Manager, Budget and Business Planning at City of Irvine
Industry Government Administration
Experience
City of Irvine August 2015 - Present
City of Culver City May 2015 - August 2015
City of El Segundo April 2009 - April 2015
Mayer Hoffman McCann P.C. September 2007 - December 2008
Squar Milner November 2004 - June 2007
Skills
Local Government Finance, Local government Audit, Mortgage Banking - Audit, Nonprofit Audit, Operating Budgets, Budget Forecasts, Financial Statement..., Government Accounting, Financial Statements, Revenue Recognition, Financial Accounting, Finance, Financial Reporting, Financial Audits, Internal Controls, GAAP, Accounting, Auditing
Education
California State University-Long Beach 1994 — 1999
Bachelor of Science (BS), Business Administration/Accountancy
City of Irvine August 2015 - Present
City of Culver City May 2015 - August 2015
City of El Segundo April 2009 - April 2015
Mayer Hoffman McCann P.C. September 2007 - December 2008
Squar Milner November 2004 - June 2007
Skills
Local Government Finance, Local government Audit, Mortgage Banking - Audit, Nonprofit Audit, Operating Budgets, Budget Forecasts, Financial Statement..., Government Accounting, Financial Statements, Revenue Recognition, Financial Accounting, Finance, Financial Reporting, Financial Audits, Internal Controls, GAAP, Accounting, Auditing
Education
California State University-Long Beach 1994 — 1999
Bachelor of Science (BS), Business Administration/Accountancy
Robert Van Quekelberg's Squar Milner Experience January 1997 - January 1998
Job at Perle, Gautschi & Company
Industry Accounting
Experience
Perle, Gautschi & Company January 2013 - Present
Robert D. Van Quekelberg, CPA August 1998 - Present
Lamb, Morton, Perle & Gautschi, CPA's August 1998 - December 2013
Warnick, Maestas & Hick, CPA's January 1998 - August 1998
Squar Milner January 1997 - January 1998
Lamb, Morton, Perle & Gautschi, CPA's November 1986 - January 1997
Skills
Accounting, Tax Returns, Cash Flow, Financial Reporting, GAAP, Budget, Financial Analysis, Account Reconciliation, Financial Accounting, Corporate Tax, Small Business, Budgets, Tax Preparation, Business Planning, Auditing, Management, Internal Controls, Finance, Tax, Due Diligence
Education
California State University-Long Beach - College of Business Administration 1981 — 1986
BS, Professional Accountancy
Perle, Gautschi & Company January 2013 - Present
Robert D. Van Quekelberg, CPA August 1998 - Present
Lamb, Morton, Perle & Gautschi, CPA's August 1998 - December 2013
Warnick, Maestas & Hick, CPA's January 1998 - August 1998
Squar Milner January 1997 - January 1998
Lamb, Morton, Perle & Gautschi, CPA's November 1986 - January 1997
Skills
Accounting, Tax Returns, Cash Flow, Financial Reporting, GAAP, Budget, Financial Analysis, Account Reconciliation, Financial Accounting, Corporate Tax, Small Business, Budgets, Tax Preparation, Business Planning, Auditing, Management, Internal Controls, Finance, Tax, Due Diligence
Education
California State University-Long Beach - College of Business Administration 1981 — 1986
BS, Professional Accountancy
Salvador Soto Jr, MSA's Squar Milner Experience January 2015 - Present
Job Senior Accountant Consultant
Industry Accounting
Experience
Squar Milner January 2015 - Present
Emdeon February 2014 - August 2014
Cardno, Inc. July 2012 - February 2014
Brass Management Co. August 2008 - July 2012
MVE & Partners, Inc. June 2007 - August 2008
Auto & Truck Glass August 2006 - June 2007
Quiksilver May 2006 - August 2006
Benjamin R. Putman, CPA January 2003 - May 2006
Crown Realty & Development 2001 - 2003
The Sutton Place Hotels 1997 - 2000
Skills
Great Plains Software, Accounting, Auditing, QuickBooks, Payroll, Deltek, Managerial Finance, Fixed Assets, Financial Statements, Inventory, Cost, BST Global, MAS 90, Salesforce, Peachtree, Structures, Variance Analysis, Account Reconciliation, Microsoft Dynamics GP, Internal Controls, Microsoft Excel, Financial Accounting, Financial Analysis, Finance, Financial Reporting, Microsoft Office, Tax, Microsoft Word, Leadership, Budgets, Management, PowerPoint, Customer Service, Analysis, Bookkeeping, Invoicing, GAAP
Education
University of Phoenix
Master of Science in Accountancy
DeVry University
Bachelor of Science in Accounting
California Southern University
Bachelor of Arts in Business Administration
Squar Milner January 2015 - Present
Emdeon February 2014 - August 2014
Cardno, Inc. July 2012 - February 2014
Brass Management Co. August 2008 - July 2012
MVE & Partners, Inc. June 2007 - August 2008
Auto & Truck Glass August 2006 - June 2007
Quiksilver May 2006 - August 2006
Benjamin R. Putman, CPA January 2003 - May 2006
Crown Realty & Development 2001 - 2003
The Sutton Place Hotels 1997 - 2000
Skills
Great Plains Software, Accounting, Auditing, QuickBooks, Payroll, Deltek, Managerial Finance, Fixed Assets, Financial Statements, Inventory, Cost, BST Global, MAS 90, Salesforce, Peachtree, Structures, Variance Analysis, Account Reconciliation, Microsoft Dynamics GP, Internal Controls, Microsoft Excel, Financial Accounting, Financial Analysis, Finance, Financial Reporting, Microsoft Office, Tax, Microsoft Word, Leadership, Budgets, Management, PowerPoint, Customer Service, Analysis, Bookkeeping, Invoicing, GAAP
Education
University of Phoenix
Master of Science in Accountancy
DeVry University
Bachelor of Science in Accounting
California Southern University
Bachelor of Arts in Business Administration
Wendell Daniel's Squar Milner Experience January 2008 - September 2012
Job Director of Audit Services at Hall & Company CPAs
Industry Accounting
Experience
Hall & Company CPAs September 2015 - Present
Twin Peak Advisors December 2014 - Present
Trident Case COO / CFO March 2014 - June 2015
Daniel Hertz, LLP October 2012 - December 2014
Squar Milner January 2008 - September 2012
Cherry, Bekaert & Holland January 2006 - January 2008
Skills
Internal Controls, Financial Reporting, GAAP, SEC filings, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Finance, Financial Analysis, Management, Accounting
Education
Valdosta State University 1999 — 2000
BBA, Accounting
Auburn University 1984 — 1988
Economics
Hall & Company CPAs September 2015 - Present
Twin Peak Advisors December 2014 - Present
Trident Case COO / CFO March 2014 - June 2015
Daniel Hertz, LLP October 2012 - December 2014
Squar Milner January 2008 - September 2012
Cherry, Bekaert & Holland January 2006 - January 2008
Skills
Internal Controls, Financial Reporting, GAAP, SEC filings, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Finance, Financial Analysis, Management, Accounting
Education
Valdosta State University 1999 — 2000
BBA, Accounting
Auburn University 1984 — 1988
Economics
Scharrell Jackson Scharrell Jackson's Squar Milner Experience February 2000 - July 2002
Job Chief Financial Officer|Chief Administrative Officer at Squar, Milner, Peterson, Miranda & Williamson LLP
Industry Accounting
Experience
Squar Milner Peterson Miranda and Williamson, LLP July 2002 - Present
Squar Milner February 2000 - July 2002
Model Home Source February 1997 - October 1999
Carole Eichen Interiors October 1994 - February 1997
Sabatasso Foods, Inc (Subsidiary of The Schwan Food Company) April 1990 - October 1994
B & A Investment Properties (Property Management/Developer) March 1988 - April 1990
SunCal Companies May 1986 - March 1988
Behar Construction October 1983 - April 1986
Skills
Financial Analysis, Accounting, Financial Reporting, GAAP, Internal Controls, Due Diligence, Mergers, Financial Accounting, Financial Modeling, Forecasting, Strategic Financial..., Restructuring, General Ledger, Managerial Finance, Public Speaking, Mergers & Acquisitions, Corporate Governance, Leadership, Management, Executive Management, Revenue Recognition, Finance, Corporate Finance, Start-ups, Forensic Accounting, Risk Management, Business Planning, Acquisition Integration, Budgets, Cash Management, Process Improvement, Strategic Planning, Financial Statements, Cash Flow, Strategy, Human Resources, Financial Planning
Education
UCLA Anderson School of Management 2005 — 2006
Certificate Executive Leadership, Executive Leadership
University of California, Los Angeles
Bachelor of Arts (B.A.)
Squar Milner Peterson Miranda and Williamson, LLP July 2002 - Present
Squar Milner February 2000 - July 2002
Model Home Source February 1997 - October 1999
Carole Eichen Interiors October 1994 - February 1997
Sabatasso Foods, Inc (Subsidiary of The Schwan Food Company) April 1990 - October 1994
B & A Investment Properties (Property Management/Developer) March 1988 - April 1990
SunCal Companies May 1986 - March 1988
Behar Construction October 1983 - April 1986
Skills
Financial Analysis, Accounting, Financial Reporting, GAAP, Internal Controls, Due Diligence, Mergers, Financial Accounting, Financial Modeling, Forecasting, Strategic Financial..., Restructuring, General Ledger, Managerial Finance, Public Speaking, Mergers & Acquisitions, Corporate Governance, Leadership, Management, Executive Management, Revenue Recognition, Finance, Corporate Finance, Start-ups, Forensic Accounting, Risk Management, Business Planning, Acquisition Integration, Budgets, Cash Management, Process Improvement, Strategic Planning, Financial Statements, Cash Flow, Strategy, Human Resources, Financial Planning
Education
UCLA Anderson School of Management 2005 — 2006
Certificate Executive Leadership, Executive Leadership
University of California, Los Angeles
Bachelor of Arts (B.A.)
Adam Bullock Adam Bullock's Squar Milner Experience February 2007 - Present
Job Partner at Squar Milner LLP
Industry Financial Services
Experience
Squar Milner February 2007 - Present
Ernst & Young May 2002 - January 2007
Arthur Andersen LLP September 1993 - May 2002
Education
Loyola Marymount University
Squar Milner February 2007 - Present
Ernst & Young May 2002 - January 2007
Arthur Andersen LLP September 1993 - May 2002
Education
Loyola Marymount University
Mike Tran, CPA Mike Tran, CPA's Squar Milner Experience November 2007 - August 2008
Job Assurance Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey November 2010 - Present
Squar Milner November 2007 - August 2008
Skills
GAAP, Financial Statements, US GAAP, CPA, Assurance, Financial Analysis, Auditing
Education
Chapman University 2006 — 2010
Bachelor of Science, Accounting and Finance
McGladrey November 2010 - Present
Squar Milner November 2007 - August 2008
Skills
GAAP, Financial Statements, US GAAP, CPA, Assurance, Financial Analysis, Auditing
Education
Chapman University 2006 — 2010
Bachelor of Science, Accounting and Finance
Roman Svir's Squar Milner Experience November 2013 - June 2015
Job Sr. Accountant at Live Nation Entertainment
Industry Accounting
Experience
Live Nation Entertainment June 2015 - Present
Squar Milner November 2013 - June 2015
McGladrey LLP November 2011 - August 2013
American Eagle Outfitters May 2011 - October 2011
Beta Alpha Psi May 2010 - August 2011
Southern Illinois University February 2008 - March 2011
St. Mary's Good Samaritan Inc March 2010 - March 2010
McDonald's Corporation April 2004 - November 2006
Skills
Auditing, Accounting, Microsoft Office, General Ledger, Internal Audit, Lotus Notes, Budgets, Tax, Tax Preparation, Analysis, CaseWare, IDEA, Not for Profit, Real Estate, Loan Reveiw, ProSystem fx Engagement, Laserfiche, Government Auditing, Employee Benefits, Advance CPA, Microsoft Excel, Internal Controls, US GAAP, Financial Reporting, Financial Accounting, Finance, Account Reconciliation, Microsoft Word, GAAP, Financial Statements, Financial Analysis
Education
Southern Illinois University, Carbondale 2010 — 2011
Master's degree, Accounting
Southern Illinois University, Carbondale 2006 — 2010
Bachelors in Accounting, Acconting
Live Nation Entertainment June 2015 - Present
Squar Milner November 2013 - June 2015
McGladrey LLP November 2011 - August 2013
American Eagle Outfitters May 2011 - October 2011
Beta Alpha Psi May 2010 - August 2011
Southern Illinois University February 2008 - March 2011
St. Mary's Good Samaritan Inc March 2010 - March 2010
McDonald's Corporation April 2004 - November 2006
Skills
Auditing, Accounting, Microsoft Office, General Ledger, Internal Audit, Lotus Notes, Budgets, Tax, Tax Preparation, Analysis, CaseWare, IDEA, Not for Profit, Real Estate, Loan Reveiw, ProSystem fx Engagement, Laserfiche, Government Auditing, Employee Benefits, Advance CPA, Microsoft Excel, Internal Controls, US GAAP, Financial Reporting, Financial Accounting, Finance, Account Reconciliation, Microsoft Word, GAAP, Financial Statements, Financial Analysis
Education
Southern Illinois University, Carbondale 2010 — 2011
Master's degree, Accounting
Southern Illinois University, Carbondale 2006 — 2010
Bachelors in Accounting, Acconting
Nicole Zeffer Nicole Zeffer's Squar Milner Experience July 2015 - Present
Job Marketing Coordinator at Squar Milner
Industry Marketing and Advertising
Experience
Squar Milner July 2015 - Present
Squar Milner July 2012 - July 2015
Skills
Facebook, Marketing, Social Networking, Email Marketing, InDesign, Event Management, Social Media Marketing, Event Planning, Public Relations, Entrepreneurship, Direct Marketing, Digital Marketing, Direct Mail, Microsoft Office, WordPress, Travel Planning, Recruiting, Catering, Advertising
Education
The Art Institute of California-Orange County 2014 — 2016
Associate of Arts (A.A.), Culinary Arts
Concordia University-Irvine 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Squar Milner July 2015 - Present
Squar Milner July 2012 - July 2015
Skills
Facebook, Marketing, Social Networking, Email Marketing, InDesign, Event Management, Social Media Marketing, Event Planning, Public Relations, Entrepreneurship, Direct Marketing, Digital Marketing, Direct Mail, Microsoft Office, WordPress, Travel Planning, Recruiting, Catering, Advertising
Education
The Art Institute of California-Orange County 2014 — 2016
Associate of Arts (A.A.), Culinary Arts
Concordia University-Irvine 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
DAVID BARTOLME, CPA DAVID BARTOLME, CPA's Squar Milner Experience January 2007 - March 2008
Job Account Manager / Tax Professional
Industry Accounting
Experience
Bartolme & Associates, Inc. March 2008 - Present
Squar Milner January 2007 - March 2008
Dave and Busters January 1999 - January 2006
Skills
Tax Preparation, Accounting, Consultancy, QuickBooks, Auditing, Tax, Corporate Tax, CPA, Financial Reporting, Financial Accounting, Accounts Payable, SEC filings, GAAP, Small Business, Finance, Corporate Finance, Financial Statements, Tax Returns, Tax Accounting, General Ledger, US GAAP, Cost Accounting, Sarbanes-Oxley Act, Account Reconciliation, Peachtree, Internal Controls, Cash Flow, Bookkeeping, Revenue Recognition, Sales Tax, Accounts Receivable
Education
The George L. Argyros School of Business and Economics, Chapman University 2003 — 2007
B.S, Accounting & Business Administration
Chapman University 2002 — 2006
BS, Accounting and Marketing
Bartolme & Associates, Inc. March 2008 - Present
Squar Milner January 2007 - March 2008
Dave and Busters January 1999 - January 2006
Skills
Tax Preparation, Accounting, Consultancy, QuickBooks, Auditing, Tax, Corporate Tax, CPA, Financial Reporting, Financial Accounting, Accounts Payable, SEC filings, GAAP, Small Business, Finance, Corporate Finance, Financial Statements, Tax Returns, Tax Accounting, General Ledger, US GAAP, Cost Accounting, Sarbanes-Oxley Act, Account Reconciliation, Peachtree, Internal Controls, Cash Flow, Bookkeeping, Revenue Recognition, Sales Tax, Accounts Receivable
Education
The George L. Argyros School of Business and Economics, Chapman University 2003 — 2007
B.S, Accounting & Business Administration
Chapman University 2002 — 2006
BS, Accounting and Marketing
Arnold McClellan Arnold McClellan's Squar Milner Experience March 2013 - Present
Job PartnerInCharge, Merger & Acquisition Services at Squar Milner
Industry Financial Services
Experience
Squar Milner March 2013 - Present
Deloitte LLP 2004 - 2010
Deloitte LLP 1996 - 2010
Deloitte LLP 1994 - 1996
Deloitte LLP 1987 - 1993
Arthur Andersen & Co. 1984 - 1987
Skills
Accounting, Global tax leadership..., Tax planning for..., Mergers & acquisitions..., Recruiting talent and..., International, Leading complex,..., Professional services..., New Market Tax Credit..., Tech companies, Broad technical..., Accounting for income..., Mergers, Income Tax, Mergers & Acquisitions, Due Diligence, Tax, Private Equity, Tax Advisory, Finance, Financial Analysis, Corporate Finance, Business Strategy, Strategy, GAAP, Financial Reporting, Portfolio Management, Financial Modeling, International Tax, Corporate Tax, Business Development, Auditing, Managerial Finance, CPA, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Valuation, Tax Research, Tax Preparation, Restructuring, US GAAP
Education
Georgia State University
BBA, Accounting
Squar Milner March 2013 - Present
Deloitte LLP 2004 - 2010
Deloitte LLP 1996 - 2010
Deloitte LLP 1994 - 1996
Deloitte LLP 1987 - 1993
Arthur Andersen & Co. 1984 - 1987
Skills
Accounting, Global tax leadership..., Tax planning for..., Mergers & acquisitions..., Recruiting talent and..., International, Leading complex,..., Professional services..., New Market Tax Credit..., Tech companies, Broad technical..., Accounting for income..., Mergers, Income Tax, Mergers & Acquisitions, Due Diligence, Tax, Private Equity, Tax Advisory, Finance, Financial Analysis, Corporate Finance, Business Strategy, Strategy, GAAP, Financial Reporting, Portfolio Management, Financial Modeling, International Tax, Corporate Tax, Business Development, Auditing, Managerial Finance, CPA, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Valuation, Tax Research, Tax Preparation, Restructuring, US GAAP
Education
Georgia State University
BBA, Accounting
Maria E. Jones's Squar Milner Experience November 2004 - Present
Job Manager Financial Services at Squar Milner
Industry Accounting
Experience
Squar Milner November 2004 - Present
First American Financial Corporation November 2000 - November 2004
Adams Rite Aerospace October 1995 - October 2000
Skills
Business Networking, Auditing, Financial Analysis, Investments, Financial Accounting, Financial Modeling, Budgets, Payroll, Invoicing, Strategic Financial..., Accounts Receivable, Tax, SEC filings, General Ledger, Nonprofits, Sarbanes-Oxley Act, Internal Controls, US GAAP, IFRS, GAAP, Account Reconciliation, Financial Statements, Cash Flow
Education
Cypress College 1979 — 1981
Squar Milner November 2004 - Present
First American Financial Corporation November 2000 - November 2004
Adams Rite Aerospace October 1995 - October 2000
Skills
Business Networking, Auditing, Financial Analysis, Investments, Financial Accounting, Financial Modeling, Budgets, Payroll, Invoicing, Strategic Financial..., Accounts Receivable, Tax, SEC filings, General Ledger, Nonprofits, Sarbanes-Oxley Act, Internal Controls, US GAAP, IFRS, GAAP, Account Reconciliation, Financial Statements, Cash Flow
Education
Cypress College 1979 — 1981
Ian Thompson, CPA's Squar Milner Experience January 2010 - April 2010
Job Analyst, Financial Reporting at BioMed Realty Trust
Industry Accounting
Experience
BioMed Realty Trust July 2013 - Present
Lindsay & Brownell, LLP January 2012 - July 2013
McGladrey & Pullen October 2010 - July 2011
Nordstrom December 2006 - July 2010
Squar Milner January 2010 - April 2010
BioMed Realty Trust September 2009 - January 2010
Thomson Reuters May 2009 - August 2009
Skills
Auditing, GAAP, Accounting, QuickBooks, Tax, Financial Reporting, Financial Accounting, Financial Analysis, Financial Audits, Corporate Tax, SEC filings, Nonprofits, Finance, Tax Returns, US GAAP, CPA, Revenue Recognition, Real Estate, REIT, Internal Controls, SEC Filings
Education
University of San Diego 2008 — 2010
Bachelors, Accountancy
San Diego Mesa College 2007 — 2008
Associates, Accounting and Business/Management
California State University-San Marcos 2006 — 2007
Business
BioMed Realty Trust July 2013 - Present
Lindsay & Brownell, LLP January 2012 - July 2013
McGladrey & Pullen October 2010 - July 2011
Nordstrom December 2006 - July 2010
Squar Milner January 2010 - April 2010
BioMed Realty Trust September 2009 - January 2010
Thomson Reuters May 2009 - August 2009
Skills
Auditing, GAAP, Accounting, QuickBooks, Tax, Financial Reporting, Financial Accounting, Financial Analysis, Financial Audits, Corporate Tax, SEC filings, Nonprofits, Finance, Tax Returns, US GAAP, CPA, Revenue Recognition, Real Estate, REIT, Internal Controls, SEC Filings
Education
University of San Diego 2008 — 2010
Bachelors, Accountancy
San Diego Mesa College 2007 — 2008
Associates, Accounting and Business/Management
California State University-San Marcos 2006 — 2007
Business
Jacqueline Tai's Squar Milner Experience November 2010 - September 2013
Job Risk Consulting Advisory Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
Squar Milner November 2010 - September 2013
Meredith Digital October 2008 - May 2010
Bath & Body Works October 2007 - October 2008
Skills
Accounting, Microsoft Excel, Auditing, GAAP, Financial Accounting, Microsoft Office, US GAAP, CPA, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Financial Statements, Internal Controls
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business Economics & Accounting
KPMG US October 2014 - Present
Squar Milner November 2010 - September 2013
Meredith Digital October 2008 - May 2010
Bath & Body Works October 2007 - October 2008
Skills
Accounting, Microsoft Excel, Auditing, GAAP, Financial Accounting, Microsoft Office, US GAAP, CPA, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Financial Statements, Internal Controls
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business Economics & Accounting
Michelle Pitts Michelle Pitts's Squar Milner Experience July 2015 - Present
Job Senior at Squar Milner
Industry Marketing and Advertising
Experience
Squar Milner July 2015 - Present
Squar Milner January 2013 - June 2015
Skills
Microsoft Excel, Accounting, Facebook, Microsoft Office, Sales, PowerPoint, Microsoft Word, Financial Analysis, Outlook
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Marketing and Accounting
Squar Milner July 2015 - Present
Squar Milner January 2013 - June 2015
Skills
Microsoft Excel, Accounting, Facebook, Microsoft Office, Sales, PowerPoint, Microsoft Word, Financial Analysis, Outlook
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Marketing and Accounting
Youim Lydia Moon's Squar Milner Experience May 2014 - October 2014
Job CPA candidate
Industry Accounting
Experience
Encore Partners LLP January 2015 - April 2015
Squar Milner May 2014 - October 2014
VITA January 2013 - April 2013
Skills
CCH Prosystem Fx, Microsoft Excel, Taxation in accounting, Proficient with Korean..., Proficient with MS..., PowerPoint, Microsoft Office, Microsoft Word, Accounting, Higher Education, Financial Reporting
Education
San Diego State University-California State University 2010 — 2013
Master of Science (M.S.), Taxation in Accounting, 3.98
Encore Partners LLP January 2015 - April 2015
Squar Milner May 2014 - October 2014
VITA January 2013 - April 2013
Skills
CCH Prosystem Fx, Microsoft Excel, Taxation in accounting, Proficient with Korean..., Proficient with MS..., PowerPoint, Microsoft Office, Microsoft Word, Accounting, Higher Education, Financial Reporting
Education
San Diego State University-California State University 2010 — 2013
Master of Science (M.S.), Taxation in Accounting, 3.98
Steven Giap, CPA Steven Giap, CPA's Squar Milner Experience January 2006 - November 2013
Job Senior Tax Manager at Prometheus Laboratories Inc., A Nestlé Health Science Company
Industry Accounting
Experience
Prometheus Laboratories Inc., A Nestlé Health Science Company December 2013 - Present
Squar Milner January 2006 - November 2013
Skills
GAAP, Tax, Accounting, CPA, FIN 48, Corporate Tax, Tax Preparation, Tax Accounting, Financial Statements, IRS, Tax Research, Income Tax, US Tax, Partnership Taxation, US GAAP, SEC filings, ProSystem fx Tax, S Corporations, CCH ProSystem fx, Account Reconciliation, Consolidation, QuickBooks, Journal Entries, Accruals, Tax Advisory, Tax Returns, International Tax, Financial Accounting, Financial Reporting, GoSystems, Accountants, High Net Worth..., Financial Analysis, Property Tax, Fixed Assets, Preparation, Bookkeeping, General Ledger, Income Tax Provisions, ASC 740, R&D tax credit studies, State and Local Taxation, Revenue Recognition
Education
San Diego State University-California State University 2001 — 2005
Business, Accounting
Prometheus Laboratories Inc., A Nestlé Health Science Company December 2013 - Present
Squar Milner January 2006 - November 2013
Skills
GAAP, Tax, Accounting, CPA, FIN 48, Corporate Tax, Tax Preparation, Tax Accounting, Financial Statements, IRS, Tax Research, Income Tax, US Tax, Partnership Taxation, US GAAP, SEC filings, ProSystem fx Tax, S Corporations, CCH ProSystem fx, Account Reconciliation, Consolidation, QuickBooks, Journal Entries, Accruals, Tax Advisory, Tax Returns, International Tax, Financial Accounting, Financial Reporting, GoSystems, Accountants, High Net Worth..., Financial Analysis, Property Tax, Fixed Assets, Preparation, Bookkeeping, General Ledger, Income Tax Provisions, ASC 740, R&D tax credit studies, State and Local Taxation, Revenue Recognition
Education
San Diego State University-California State University 2001 — 2005
Business, Accounting
Bradley Champion Bradley Champion's Squar Milner Experience July 2011 - March 2012
Job Staff Accountant at BeyondTrust
Industry Computer Software
Experience
BeyondTrust December 2013 - Present
Volt June 2013 - November 2013
REGENESIS Remediation Technologies December 2012 - May 2013
Squar Milner July 2011 - March 2012
Allianz Global Investors June 2010 - July 2011
Travcoa May 2007 - June 2009
Enterprise Rent-A-Car February 2006 - May 2007
Enterprise Rent-A-Car August 2002 - January 2006
Skills
Accounts Payable, Strategic Planning, General Ledger, Account Reconciliation, Accounting, Microsoft Excel, Variance Analysis, Accounts Receivable, Financial Modeling, Financial Analysis, Forecasting, Bank Reconciliation, Query Writing, Financial Accounting
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Master of Business Administration (MBA), Finance, GPA - 3.78
UCLA Extension Program 2006 — 2008
Certificate Program, Accounting, GPA - 3.83
California State University-Fullerton - College of Business and Economics 2001 — 2006
B.A., Finance
BeyondTrust December 2013 - Present
Volt June 2013 - November 2013
REGENESIS Remediation Technologies December 2012 - May 2013
Squar Milner July 2011 - March 2012
Allianz Global Investors June 2010 - July 2011
Travcoa May 2007 - June 2009
Enterprise Rent-A-Car February 2006 - May 2007
Enterprise Rent-A-Car August 2002 - January 2006
Skills
Accounts Payable, Strategic Planning, General Ledger, Account Reconciliation, Accounting, Microsoft Excel, Variance Analysis, Accounts Receivable, Financial Modeling, Financial Analysis, Forecasting, Bank Reconciliation, Query Writing, Financial Accounting
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2012
Master of Business Administration (MBA), Finance, GPA - 3.78
UCLA Extension Program 2006 — 2008
Certificate Program, Accounting, GPA - 3.83
California State University-Fullerton - College of Business and Economics 2001 — 2006
B.A., Finance
Mike Kovar CPA, CFA's Squar Milner Experience May 1996 - June 1998
Job CoFounder at ClosingLinc
Industry Financial Services
Experience
ClosingLinc June 2014 - Present
Cerulean Media June 2013 - June 2014
Real Estate Digital August 2011 - June 2014
Lender Processing Services Real Estate Group January 2008 - August 2011
LendingTree November 2004 - January 2008
Pacific Life Insurance Company June 1998 - November 2004
Squar Milner May 1996 - June 1998
Skills
Mergers, SOX, GAAP, Financial Reporting, Internal Controls, Investments, Cash Management, Risk Management, Internal Audit, Forecasting, Derivatives, Budgeting, Start-ups, Reorganization, Joint Ventures, Private Equity, Due Diligence, Financial Modeling, Acquisitions, Restructuring, Treasury, SaaS, Technology, Financial Services, IFRS, Mergers & Acquisitions, Sarbanes-Oxley Act, Budgets, Strategic Financial..., Accounting, Auditing, Strategy, Banking, Executive Management, Financial Audits, Financial Risk, Valuation, Business Valuation, Management, Business Process, Corporate Finance, Financial Planning
Education
Arizona State University 1990 — 1992
MBA, Finance/Accounting
Tarkio College 1985 — 1988
BS, Mathematics
ClosingLinc June 2014 - Present
Cerulean Media June 2013 - June 2014
Real Estate Digital August 2011 - June 2014
Lender Processing Services Real Estate Group January 2008 - August 2011
LendingTree November 2004 - January 2008
Pacific Life Insurance Company June 1998 - November 2004
Squar Milner May 1996 - June 1998
Skills
Mergers, SOX, GAAP, Financial Reporting, Internal Controls, Investments, Cash Management, Risk Management, Internal Audit, Forecasting, Derivatives, Budgeting, Start-ups, Reorganization, Joint Ventures, Private Equity, Due Diligence, Financial Modeling, Acquisitions, Restructuring, Treasury, SaaS, Technology, Financial Services, IFRS, Mergers & Acquisitions, Sarbanes-Oxley Act, Budgets, Strategic Financial..., Accounting, Auditing, Strategy, Banking, Executive Management, Financial Audits, Financial Risk, Valuation, Business Valuation, Management, Business Process, Corporate Finance, Financial Planning
Education
Arizona State University 1990 — 1992
MBA, Finance/Accounting
Tarkio College 1985 — 1988
BS, Mathematics
Jeff Boyd's Squar Milner Experience February 2010 - January 2014
Job Business Development Executive at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2014 - Present
Squar Milner February 2010 - January 2014
Grant Thornton LLP December 2006 - February 2010
Jefferson Wells 2001 - 2006
All Covered January 1998 - May 2001
Skills
Mergers, Business Development, Sarbanes-Oxley Act, Time Management, Accounting, CPA, Internal Controls, Marketing Strategy, Financial Reporting, SEC filings, Strategic Planning, Restructuring, Financial Analysis, Due Diligence, Auditing, Sales, Mergers & Acquisitions, Private Equity, Financial Modeling, Management Consulting, Internal Audit, Corporate Finance, Business Transformation, M&A experience, Fishing, Financial Accounting, US GAAP, Revenue Recognition
Education
San Jose State University
Bachelor's degree, Finance and Economics
Moss Adams LLP January 2014 - Present
Squar Milner February 2010 - January 2014
Grant Thornton LLP December 2006 - February 2010
Jefferson Wells 2001 - 2006
All Covered January 1998 - May 2001
Skills
Mergers, Business Development, Sarbanes-Oxley Act, Time Management, Accounting, CPA, Internal Controls, Marketing Strategy, Financial Reporting, SEC filings, Strategic Planning, Restructuring, Financial Analysis, Due Diligence, Auditing, Sales, Mergers & Acquisitions, Private Equity, Financial Modeling, Management Consulting, Internal Audit, Corporate Finance, Business Transformation, M&A experience, Fishing, Financial Accounting, US GAAP, Revenue Recognition
Education
San Jose State University
Bachelor's degree, Finance and Economics
Ryan Pisciotta's Squar Milner Experience February 2008 - October 2013
Job
Industry Accounting
Experience
Squar Milner February 2008 - October 2013
Prime Financial Group November 2006 - January 2008
PriceWaterhouseCoopers March 2004 - May 2006
Skills
Financial Accounting, US GAAP, CPA, SEC Financial Reporting, Mergers, GAAP, Big 4, Financial Statements, Revenue Recognition, Financial Audits, SOX 404
Education
Bryant University 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Squar Milner February 2008 - October 2013
Prime Financial Group November 2006 - January 2008
PriceWaterhouseCoopers March 2004 - May 2006
Skills
Financial Accounting, US GAAP, CPA, SEC Financial Reporting, Mergers, GAAP, Big 4, Financial Statements, Revenue Recognition, Financial Audits, SOX 404
Education
Bryant University 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Christina Dougherty's Squar Milner Experience August 2011 - Present
Job Senior Manager at Squar Milner
Industry Financial Services
Experience
Squar Milner August 2011 - Present
LECG, LLC (Formerly Mack Barclay Inc.) February 1996 - April 2011
Skills
Forensic Accounting, Due Diligence, Business Valuation, Accounting, Consulting, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Litigation, Analysis, Finance, Management Consulting, Valuation
Education
California State University-San Marcos - College of Business Administration 1999 — 2002
MBA, Business
University of San Diego School of Law
Cerfification, Paralegal Certificate
University of Colorado Boulder 1989 — 1993
Bachelor's Degree, English
Squar Milner August 2011 - Present
LECG, LLC (Formerly Mack Barclay Inc.) February 1996 - April 2011
Skills
Forensic Accounting, Due Diligence, Business Valuation, Accounting, Consulting, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Litigation, Analysis, Finance, Management Consulting, Valuation
Education
California State University-San Marcos - College of Business Administration 1999 — 2002
MBA, Business
University of San Diego School of Law
Cerfification, Paralegal Certificate
University of Colorado Boulder 1989 — 1993
Bachelor's Degree, English
Jerome J. Heberger's Squar Milner Experience September 2000 - February 2002
Job IT Consultant at Zoemar Solutions
Industry Computer Networking
Experience
Zoemar Solutions January 2012 - Present
OK International July 2002 - November 2011
Squar Milner September 2000 - February 2002
BDO USA, LLP December 1990 - February 2000
Skills
Networking, Product Management, Process Improvement, Project Management, Microsoft Office, Disaster Recovery, Budgets, Microsoft Excel, Vendor Management, Business Process..., Manufacturing, Electronics, Strategic Planning, Cross-functional Team..., Program Management, ERP, Customer Service, Integration
Education
Orange Coast College
Associate of Arts (A.A.), Accounting and Business/Management
Zoemar Solutions January 2012 - Present
OK International July 2002 - November 2011
Squar Milner September 2000 - February 2002
BDO USA, LLP December 1990 - February 2000
Skills
Networking, Product Management, Process Improvement, Project Management, Microsoft Office, Disaster Recovery, Budgets, Microsoft Excel, Vendor Management, Business Process..., Manufacturing, Electronics, Strategic Planning, Cross-functional Team..., Program Management, ERP, Customer Service, Integration
Education
Orange Coast College
Associate of Arts (A.A.), Accounting and Business/Management
Christopher Ganan's Squar Milner Experience AssociateAlvarez and MarsalJune 2008 - Present
Job Associate at Alvarez and Marsal
Industry Real Estate
Experience
Squar Milner AssociateAlvarez and MarsalJune 2008 - Present
Education
The Johns Hopkins University 2000 — 2004
Squar Milner AssociateAlvarez and MarsalJune 2008 - Present
Education
The Johns Hopkins University 2000 — 2004
Katia Grigsby's Squar Milner Experience November 2003 - Present
Job Executive Assistant, Audit & Assurance Services at Squar Milner
Industry Accounting
Experience
Squar Milner November 2003 - Present
Freelance/Photographer January 2008 - Present
Cejen Engenharia Ltd April 1998 - December 2001
Nataltur Viagens & Turismo 1996 - 1998
Mossoro Agro Industrial S/A - MAISA 1991 - 1996
Skills
Accounting, Microsoft Excel, QuickBooks, Payroll, Accounts Payable, Outlook, Financial Reporting, Accounts Receivable, Invoicing, Financial Accounting, General Ledger, Time Management, PowerPoint, Auditing, Account Reconciliation
Education
Universidade do Estado do Rio Grande do Norte 1985 — 1989
BA, History
Squar Milner November 2003 - Present
Freelance/Photographer January 2008 - Present
Cejen Engenharia Ltd April 1998 - December 2001
Nataltur Viagens & Turismo 1996 - 1998
Mossoro Agro Industrial S/A - MAISA 1991 - 1996
Skills
Accounting, Microsoft Excel, QuickBooks, Payroll, Accounts Payable, Outlook, Financial Reporting, Accounts Receivable, Invoicing, Financial Accounting, General Ledger, Time Management, PowerPoint, Auditing, Account Reconciliation
Education
Universidade do Estado do Rio Grande do Norte 1985 — 1989
BA, History
Kevin Cloward's Squar Milner Experience January 2004 - August 2011
Job Director at Capata
Industry Accounting
Experience
Capata & Co. August 2013 - Present
Lakeshore City Church January 2012 - March 2015
Saddington Shusko, LLP August 2011 - August 2013
Squar Milner January 2004 - August 2011
Wertz & Company, LLP January 2001 - December 2003
Skills
Tax, Accounting, Real Estate, Strategic Planning, Excel, Analysis, Construction, Non-profits, Financial Modeling, Forecasting, Small Business, Manufacturing, Microsoft Office, Research, PowerPoint, Process Improvement, Business Planning, Start-ups, Restructuring, Financial Analysis, Compliance, Nonprofits, Due Diligence, Financial Reporting, Tax Preparation, Income Tax, Management, CPA
Education
Golden Gate University
Masters of Taxation
Biola University 1997 — 2001
BS, Emphasis in Accounting, Minor in Biblical Studies
Capata & Co. August 2013 - Present
Lakeshore City Church January 2012 - March 2015
Saddington Shusko, LLP August 2011 - August 2013
Squar Milner January 2004 - August 2011
Wertz & Company, LLP January 2001 - December 2003
Skills
Tax, Accounting, Real Estate, Strategic Planning, Excel, Analysis, Construction, Non-profits, Financial Modeling, Forecasting, Small Business, Manufacturing, Microsoft Office, Research, PowerPoint, Process Improvement, Business Planning, Start-ups, Restructuring, Financial Analysis, Compliance, Nonprofits, Due Diligence, Financial Reporting, Tax Preparation, Income Tax, Management, CPA
Education
Golden Gate University
Masters of Taxation
Biola University 1997 — 2001
BS, Emphasis in Accounting, Minor in Biblical Studies
Shashi Mirpuri's Squar Milner Experience May 2015 - Present
Job Tax Principal
Industry Accounting
Experience
Squar Milner May 2015 - Present
SingerLewak LLP June 2004 - May 2015
Miller, Kaplan, Arase & Co., LLP 2002 - 2004
Arthur Andersen January 2001 - April 2002
Skills
Public Companies, Accounting, SEC filings, Tax, Income Tax, GAAP, Tax Research, Financial Reporting, Corporate Tax, Sarbanes-Oxley Act, Restructuring, Internal Controls, Mergers & Acquisitions, CPA, Due Diligence, Tax Accounting, Auditing, US GAAP, International Tax, State Tax, Partnership Taxation, Tax Advisory, Tax Preparation, Tax Returns, SEC Filings
Education
California State University-Northridge 2008 — 2009
MST, Masters in Taxation
Squar Milner May 2015 - Present
SingerLewak LLP June 2004 - May 2015
Miller, Kaplan, Arase & Co., LLP 2002 - 2004
Arthur Andersen January 2001 - April 2002
Skills
Public Companies, Accounting, SEC filings, Tax, Income Tax, GAAP, Tax Research, Financial Reporting, Corporate Tax, Sarbanes-Oxley Act, Restructuring, Internal Controls, Mergers & Acquisitions, CPA, Due Diligence, Tax Accounting, Auditing, US GAAP, International Tax, State Tax, Partnership Taxation, Tax Advisory, Tax Preparation, Tax Returns, SEC Filings
Education
California State University-Northridge 2008 — 2009
MST, Masters in Taxation
Keria Tan's Squar Milner Experience January 2014 - March 2014
Job Senior Associate at American Healthcare Investors
Industry Real Estate
Experience
American Healthcare Investors September 2014 - Present
American Healthcare Investors April 2014 - August 2014
Squar Milner January 2014 - March 2014
Roll Global March 2012 - December 2013
Fisker Automotive 2011 - 2012
SC Fuels 2009 - 2011
White, Nelson & Co., LLP 2005 - 2008
Skills
Accounting, Journal Entries, Internal Controls, Account Reconciliation, Accounts Receivable
Education
California State University-Long Beach - College of Business Administration
B.S., Accountancy & Finance
American Healthcare Investors September 2014 - Present
American Healthcare Investors April 2014 - August 2014
Squar Milner January 2014 - March 2014
Roll Global March 2012 - December 2013
Fisker Automotive 2011 - 2012
SC Fuels 2009 - 2011
White, Nelson & Co., LLP 2005 - 2008
Skills
Accounting, Journal Entries, Internal Controls, Account Reconciliation, Accounts Receivable
Education
California State University-Long Beach - College of Business Administration
B.S., Accountancy & Finance
Dhanashree Torvi's Squar Milner Experience January 2005 - July 2007
Job Tax Manager at KPMG
Industry Accounting
Experience
KPMG August 2015 - Present
Deloitte Tax LLP September 2007 - Present
Squar Milner January 2005 - July 2007
Volt Information Sciences August 2004 - January 2005
Kalyaniwalla & Mistry October 1999 - January 2001
Education
The Institute of Chartered Accountants of India 1997 — 1999
ICAI
University of Pune
KPMG August 2015 - Present
Deloitte Tax LLP September 2007 - Present
Squar Milner January 2005 - July 2007
Volt Information Sciences August 2004 - January 2005
Kalyaniwalla & Mistry October 1999 - January 2001
Education
The Institute of Chartered Accountants of India 1997 — 1999
ICAI
University of Pune
Barbara Hopper, CPA, ABV, CFF, CGMA's Squar Milner Experience March 2014 - February 2015
Job Partner at White Zuckerman Warsvsky Luna & Hunt, LLP
Industry Accounting
Experience
White Zuckerman Warsvsky Luna & Hunt, LLP February 2015 - Present
Squar Milner March 2014 - February 2015
White Zuckerman Warzavsky Luna Wolf & Hunt LLP April 2008 - February 2014
ZCH&H September 2005 - April 2008
PepsiCo/Quaker Oats September 1995 - September 2005
Price Waterhouse 1994 - 1995
KPMG Peat Marwick 1992 - 1994
Skills
Forensic Accounting, Financial Statements, Strategic Financial..., Budgets, Cash Flow Forecasting, Financial Audits, Financial Forecasting, US GAAP, GAAP, Business Valuation, Forensic Analysis, Litigation, Litigation Support, Financial Planning, Financial Planners, CPA, Accounting
Education
San Diego State University-California State University 1987 — 1992
Bachelor of Science (B.S.), Business Administration, Accounting
White Zuckerman Warsvsky Luna & Hunt, LLP February 2015 - Present
Squar Milner March 2014 - February 2015
White Zuckerman Warzavsky Luna Wolf & Hunt LLP April 2008 - February 2014
ZCH&H September 2005 - April 2008
PepsiCo/Quaker Oats September 1995 - September 2005
Price Waterhouse 1994 - 1995
KPMG Peat Marwick 1992 - 1994
Skills
Forensic Accounting, Financial Statements, Strategic Financial..., Budgets, Cash Flow Forecasting, Financial Audits, Financial Forecasting, US GAAP, GAAP, Business Valuation, Forensic Analysis, Litigation, Litigation Support, Financial Planning, Financial Planners, CPA, Accounting
Education
San Diego State University-California State University 1987 — 1992
Bachelor of Science (B.S.), Business Administration, Accounting
Jeff Grossweiler, CPA's Squar Milner Experience August 2008 - April 2010
Job Director of Finance at 4 Star Electronics
Industry Accounting
Experience
4 Star Electronics December 2011 - Present
Thompson National Properties, LLC May 2010 - December 2011
Squar Milner August 2008 - April 2010
Lennar Corporation November 2002 - January 2008
E*TRADE Financial August 2000 - November 2002
Deloitte August 1998 - January 2000
Ernst & Young September 1995 - August 1998
Education
California Polytechnic State University-San Luis Obispo 1992 — 1995
Bachelor of Science (B.S.)
4 Star Electronics December 2011 - Present
Thompson National Properties, LLC May 2010 - December 2011
Squar Milner August 2008 - April 2010
Lennar Corporation November 2002 - January 2008
E*TRADE Financial August 2000 - November 2002
Deloitte August 1998 - January 2000
Ernst & Young September 1995 - August 1998
Education
California Polytechnic State University-San Luis Obispo 1992 — 1995
Bachelor of Science (B.S.)
Jay Yoo's Squar Milner Experience July 2007 - April 2008
Job Manager, Reporting & Analysis at Ingram Micro
Industry Accounting
Experience
Ingram Micro December 2014 - Present
WD, a Western Digital company December 2013 - November 2014
QLogic April 2012 - December 2013
SC Fuels January 2010 - April 2012
SC Fuels April 2008 - January 2010
Squar Milner July 2007 - April 2008
SC Fuels January 2005 - July 2007
Skills
CPA, Certified Fraud Examiner, Accounting, Financial Reporting, Variance Analysis, Accounts Payable, Account Reconciliation, SEC filings, Consolidation, International Accounting
Education
California State University-Los Angeles 2003 — 2004
None, Accounting
Claremont School of Theology 2000 — 2001
University of Guam 1996 — 1999
Bachelor of Business Administration (B.B.A.), Management
Ingram Micro December 2014 - Present
WD, a Western Digital company December 2013 - November 2014
QLogic April 2012 - December 2013
SC Fuels January 2010 - April 2012
SC Fuels April 2008 - January 2010
Squar Milner July 2007 - April 2008
SC Fuels January 2005 - July 2007
Skills
CPA, Certified Fraud Examiner, Accounting, Financial Reporting, Variance Analysis, Accounts Payable, Account Reconciliation, SEC filings, Consolidation, International Accounting
Education
California State University-Los Angeles 2003 — 2004
None, Accounting
Claremont School of Theology 2000 — 2001
University of Guam 1996 — 1999
Bachelor of Business Administration (B.B.A.), Management
Douglas Mibeck's Squar Milner Experience October 2012 - Present
Job Audit Manager at Squar Milner
Industry Accounting
Experience
Squar Milner October 2012 - Present
Physicians Formula July 2011 - August 2012
BDO January 2007 - July 2011
College of Instrument Technology July 2004 - December 2006
mUrgent 2004 - 2005
CS Tomasi June 2004 - September 2004
Skills
Financial Reporting, Accounting, Audit, SOX, Auditing, Sarbanes-Oxley Act, Assurance, US GAAP, SEC filings, Financial Statements, CPA, GAAP, Revenue Recognition, External Audit, General Ledger, Internal Controls, Financial Accounting, Sarbanes-Oxley, Financial Audits, IFRS, SEC Filings
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
BA, Business and Accounting
Cerritos College 2002 — 2004
Transferred, Accounting
Long Beach Millikan 1998 — 2002
Diploma, Cisco Networking Ceritication
Squar Milner October 2012 - Present
Physicians Formula July 2011 - August 2012
BDO January 2007 - July 2011
College of Instrument Technology July 2004 - December 2006
mUrgent 2004 - 2005
CS Tomasi June 2004 - September 2004
Skills
Financial Reporting, Accounting, Audit, SOX, Auditing, Sarbanes-Oxley Act, Assurance, US GAAP, SEC filings, Financial Statements, CPA, GAAP, Revenue Recognition, External Audit, General Ledger, Internal Controls, Financial Accounting, Sarbanes-Oxley, Financial Audits, IFRS, SEC Filings
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2006
BA, Business and Accounting
Cerritos College 2002 — 2004
Transferred, Accounting
Long Beach Millikan 1998 — 2002
Diploma, Cisco Networking Ceritication
Robert Threatt's Squar Milner Experience January 2005 - January 2008
Job Compliance Officer
Industry Financial Services
Experience
North County Transit District March 2012 - Present
North County Transit District January 2010 - March 2012
Intuit November 2008 - November 2009
CBIZ MHM, LLC January 2008 - November 2008
Squar Milner January 2005 - January 2008
Skills
Internal Audit, Financial Statements, Auditing, Sarbanes-Oxley Act, Budgets, Financial Reporting, Internal Controls, GAAP, Accounting, Corporate Finance, Financial Accounting, Process Improvement, SEC filings, Payroll
Education
California State University-San Marcos - College of Business Administration 2002 — 2005
BS Business Admin., Accounting
North County Transit District March 2012 - Present
North County Transit District January 2010 - March 2012
Intuit November 2008 - November 2009
CBIZ MHM, LLC January 2008 - November 2008
Squar Milner January 2005 - January 2008
Skills
Internal Audit, Financial Statements, Auditing, Sarbanes-Oxley Act, Budgets, Financial Reporting, Internal Controls, GAAP, Accounting, Corporate Finance, Financial Accounting, Process Improvement, SEC filings, Payroll
Education
California State University-San Marcos - College of Business Administration 2002 — 2005
BS Business Admin., Accounting
Stephen A. Flores, CPA's Squar Milner Experience October 2000 - December 2003
Job Managing Partner at Prizer & Flores CPA's
Industry Accounting
Experience
Prizer & Flores CPA's December 2010 - Present
Romero & Associates, LLP June 2005 - December 2010
Hall & Company December 2003 - June 2005
Squar Milner October 2000 - December 2003
Skills
Tax, Accounting for Small..., Business Tax Planning, Investments, Strategic Planning, Due Diligence, Forensic Accounting, Management, Corporate Tax, CPA, Financial Accounting, GAAP, Accounting, Partnership Taxation, Business, Financial Analysis, Auditing
Education
Claremont McKenna College 1996 — 2000
BA, Economics & Accounting
Prizer & Flores CPA's December 2010 - Present
Romero & Associates, LLP June 2005 - December 2010
Hall & Company December 2003 - June 2005
Squar Milner October 2000 - December 2003
Skills
Tax, Accounting for Small..., Business Tax Planning, Investments, Strategic Planning, Due Diligence, Forensic Accounting, Management, Corporate Tax, CPA, Financial Accounting, GAAP, Accounting, Partnership Taxation, Business, Financial Analysis, Auditing
Education
Claremont McKenna College 1996 — 2000
BA, Economics & Accounting
Joon Kwon's Squar Milner Experience June 2007 - February 2009
Job CPA
Industry Accounting
Experience
Priority Posting and Publishing, Inc. March 2009 - August 2015
Squar Milner June 2007 - February 2009
Shea Homes September 2004 - November 2006
The Olson Company March 2000 - May 2004
Deloitte May 1999 - March 2000
E & Y January 1995 - May 1999
Skills
Auditing, CPA, Real Estate, Financial Reporting, GAAP, Accounting, SEC filings, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Due Diligence, General Ledger, Tax, QuickBooks, Cash Flow, Revenue Recognition, Financial Modeling, Forecasting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1991 — 1994
BA, Accounting
University of California, Irvine 1985 — 1990
BA, Economic
Priority Posting and Publishing, Inc. March 2009 - August 2015
Squar Milner June 2007 - February 2009
Shea Homes September 2004 - November 2006
The Olson Company March 2000 - May 2004
Deloitte May 1999 - March 2000
E & Y January 1995 - May 1999
Skills
Auditing, CPA, Real Estate, Financial Reporting, GAAP, Accounting, SEC filings, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Due Diligence, General Ledger, Tax, QuickBooks, Cash Flow, Revenue Recognition, Financial Modeling, Forecasting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1991 — 1994
BA, Accounting
University of California, Irvine 1985 — 1990
BA, Economic
Colin Chin's Squar Milner Experience January 2007 - April 2010
Job Capital Group
Industry Accounting
Experience
The Capital Group April 2010 - Present
Squar Milner January 2007 - April 2010
PricewaterhouseCoopers July 2004 - December 2006
Skills
Financial Reporting, SEC filings, Corporate Finance, Private Equity, Due Diligence, Restructuring, Accounting, Financial Modeling, US GAAP, Finance, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, SEC Filings
Education
Loyola Marymount University 1999 — 2003
BS, Accounting/Finance
The Capital Group April 2010 - Present
Squar Milner January 2007 - April 2010
PricewaterhouseCoopers July 2004 - December 2006
Skills
Financial Reporting, SEC filings, Corporate Finance, Private Equity, Due Diligence, Restructuring, Accounting, Financial Modeling, US GAAP, Finance, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, SEC Filings
Education
Loyola Marymount University 1999 — 2003
BS, Accounting/Finance
Kristina Heckart, CPA MST's Squar Milner Experience August 2014 - January 2015
Job Supervisor of Business Management at Squar Milner
Industry Accounting
Experience
Gelfand, Rennert & Feldman, LLP February 2015 - Present
Kristina J Heckart, CPA January 2010 - Present
Squar Milner August 2014 - January 2015
Tanner Mainstain Blatt Glynn & Johnson January 2012 - August 2014
Nigro Karlin Segal & Feldstein, LLP November 2009 - December 2011
Stonefield Josephson September 2006 - January 2010
Squar Milner 2004 - 2006
H&R Block January 1999 - August 2004
Robert A Cowen CPA 1999 - 2002
Skills
Tax, Tax Preparation, Income Tax, Accounting, Corporate Tax, CPA, Tax Research, Tax Advisory, GAAP, Team Management, Financial Accounting, Tax Accounting, S Corporations, Financial Statements, General Ledger, Partnership Taxation, Entertainment Management, office management, Wealth Management, Estate Tax Planning, Financial Analysis, Sales Tax, Tax Returns, Cash Flow, ProSystem fx Tax, QuickBooks, US GAAP, Forensic Accounting, Revenue Recognition, Financial Reporting, Project Management
Education
California State University-Northridge 2009 — 2011
Masters, Taxation
National University 2003 — 2005
BS, Accounting
Gelfand, Rennert & Feldman, LLP February 2015 - Present
Kristina J Heckart, CPA January 2010 - Present
Squar Milner August 2014 - January 2015
Tanner Mainstain Blatt Glynn & Johnson January 2012 - August 2014
Nigro Karlin Segal & Feldstein, LLP November 2009 - December 2011
Stonefield Josephson September 2006 - January 2010
Squar Milner 2004 - 2006
H&R Block January 1999 - August 2004
Robert A Cowen CPA 1999 - 2002
Skills
Tax, Tax Preparation, Income Tax, Accounting, Corporate Tax, CPA, Tax Research, Tax Advisory, GAAP, Team Management, Financial Accounting, Tax Accounting, S Corporations, Financial Statements, General Ledger, Partnership Taxation, Entertainment Management, office management, Wealth Management, Estate Tax Planning, Financial Analysis, Sales Tax, Tax Returns, Cash Flow, ProSystem fx Tax, QuickBooks, US GAAP, Forensic Accounting, Revenue Recognition, Financial Reporting, Project Management
Education
California State University-Northridge 2009 — 2011
Masters, Taxation
National University 2003 — 2005
BS, Accounting
Michael Jakimzak, CPA's Squar Milner Experience December 2013 - Present
Job Tax Manager at Squar Milner
Industry Accounting
Experience
Squar Milner December 2013 - Present
Kratos Defense and Security Solutions October 2011 - December 2013
RPR Partners, LLP July 2010 - October 2011
Squar Milner January 2008 - April 2010
Skills
Tax, GAAP, Financial Reporting, Accounting, QuickBooks, General Ledger, Sarbanes-Oxley Act, SEC filings, CPA, Corporate Tax, Tax Accounting, US GAAP, Tax Preparation
Education
Golden Gate University 2013 — 2014
Master's Degree in Progress, Taxation
California State University-San Marcos - College of Business Administration 2006 — 2008
Bachelor's of Science, Accounting
Squar Milner December 2013 - Present
Kratos Defense and Security Solutions October 2011 - December 2013
RPR Partners, LLP July 2010 - October 2011
Squar Milner January 2008 - April 2010
Skills
Tax, GAAP, Financial Reporting, Accounting, QuickBooks, General Ledger, Sarbanes-Oxley Act, SEC filings, CPA, Corporate Tax, Tax Accounting, US GAAP, Tax Preparation
Education
Golden Gate University 2013 — 2014
Master's Degree in Progress, Taxation
California State University-San Marcos - College of Business Administration 2006 — 2008
Bachelor's of Science, Accounting
Regan Santos's Squar Milner Experience February 2014 - September 2014
Job Senior Accountant at JustFab
Industry Accounting
Experience
JustFab Inc. September 2014 - Present
Squar Milner February 2014 - September 2014
BDO USA, LLP January 2007 - February 2014
Sony Pictures Entertainment 1998 - 2007
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, Auditing, Internal Controls, GAAP, Financial Reporting, Accounting, Financial Accounting, Financial Statements, Financial Analysis, Internal Audit, IFRS, Assurance, General Ledger, SAS70, Account Reconciliation, QuickBooks, Revenue Recognition, Sarbanes-Oxley, External Audit, Variance Analysis, Consolidation, Fixed Assets, Cash Flow, SOX 404, Journal Entries, CPA, Corporate Tax, SEC Filings, Tax Preparation, Tax Accounting
Education
University of Southern California - Marshall School of Business 2004 — 2006
BS, Accounting, Accounting
West Los Angeles College 2001 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Santa Monica College 1999 — 2000
JustFab Inc. September 2014 - Present
Squar Milner February 2014 - September 2014
BDO USA, LLP January 2007 - February 2014
Sony Pictures Entertainment 1998 - 2007
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, Auditing, Internal Controls, GAAP, Financial Reporting, Accounting, Financial Accounting, Financial Statements, Financial Analysis, Internal Audit, IFRS, Assurance, General Ledger, SAS70, Account Reconciliation, QuickBooks, Revenue Recognition, Sarbanes-Oxley, External Audit, Variance Analysis, Consolidation, Fixed Assets, Cash Flow, SOX 404, Journal Entries, CPA, Corporate Tax, SEC Filings, Tax Preparation, Tax Accounting
Education
University of Southern California - Marshall School of Business 2004 — 2006
BS, Accounting, Accounting
West Los Angeles College 2001 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Santa Monica College 1999 — 2000
Natalie Lujan's Squar Milner Experience March 2007 - March 2008
Job Accountant/Auditor
Industry Accounting
Experience
Far West Industries June 2008 - April 2009
Squar Milner March 2007 - March 2008
Deloitte August 2005 - December 2006
California State Automobile Association (AAA) October 1993 - December 2004
Skills
Auditing, Accounting, Account Reconciliation, Internal Controls, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, GAAP
Education
California State University-Sacramento
Bachelor of Science, Business Administration
Sonoma State University
Certificate of Accounting
Far West Industries June 2008 - April 2009
Squar Milner March 2007 - March 2008
Deloitte August 2005 - December 2006
California State Automobile Association (AAA) October 1993 - December 2004
Skills
Auditing, Accounting, Account Reconciliation, Internal Controls, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, GAAP
Education
California State University-Sacramento
Bachelor of Science, Business Administration
Sonoma State University
Certificate of Accounting
Nathalie Gill's Squar Milner Experience August 2012 - December 2013
Job Executive Assistant to the VP of Sales Taylor Guitars
Industry Music
Experience
Taylor Guitars December 2013 - Present
Squar Milner August 2012 - December 2013
Banana Republic July 2010 - July 2012
Union Bank of California September 2001 - November 2009
Skills
Banking, Marketing, Loans, Recruiting, College Recruiting, Talent Acquisition, Screening Resumes, Qualifying Candidates, Candidate Generation, Executive..., Executive Support, Boolean Searching, Project Management, Event Planning, Financial Analysis, Data Analysis, HRIS, Performance Reporting, HRIS Database Management, Reporting & Analysis, Financial Reporting, Marketing Strategy, Risk Management, Small Business Lending, Retail Banking, Retirement Planning, Social Media, Loan Origination, Credit, Credit Analysis, Treasury Management, Consumer Lending, Retirement, Lines Of Credit, Wealth Management, New Business Development, Management, Microsoft Office, Outlook, Microsoft Excel, Portfolio Management
Education
St. Mary's College of California 1999 — 2004
B.A., Political Science
Taylor Guitars December 2013 - Present
Squar Milner August 2012 - December 2013
Banana Republic July 2010 - July 2012
Union Bank of California September 2001 - November 2009
Skills
Banking, Marketing, Loans, Recruiting, College Recruiting, Talent Acquisition, Screening Resumes, Qualifying Candidates, Candidate Generation, Executive..., Executive Support, Boolean Searching, Project Management, Event Planning, Financial Analysis, Data Analysis, HRIS, Performance Reporting, HRIS Database Management, Reporting & Analysis, Financial Reporting, Marketing Strategy, Risk Management, Small Business Lending, Retail Banking, Retirement Planning, Social Media, Loan Origination, Credit, Credit Analysis, Treasury Management, Consumer Lending, Retirement, Lines Of Credit, Wealth Management, New Business Development, Management, Microsoft Office, Outlook, Microsoft Excel, Portfolio Management
Education
St. Mary's College of California 1999 — 2004
B.A., Political Science
Shelly Paialii's Squar Milner Experience July 2008 - Present
Job Partner at Squar Milner
Industry Accounting
Experience
Squar Milner July 2008 - Present
Thomashow, Brown & Paialii, LLP December 1987 - July 2008
Education
Golden Gate University 1999 — 2001
MS, Taxation
California State University-Northridge
BS, Accounting
Squar Milner July 2008 - Present
Thomashow, Brown & Paialii, LLP December 1987 - July 2008
Education
Golden Gate University 1999 — 2001
MS, Taxation
California State University-Northridge
BS, Accounting
Darrell Stone's Squar Milner Experience May 2011 - Present
Job Customer Service Management Professional at Open
Industry Consumer Services
Experience
Open August 2012 - Present
Squar Milner May 2011 - Present
RCR Plumbing Company July 2010 - April 2011
American telecom Services, City of Industry May 2007 - June 2010
ERI Financial Services February 2005 - April 2007
Cingular Wireless January 2000 - January 2005
Medical Management Alliance January 1993 - December 1999
Skills
Management, Leadership, CRM, Call Centers, Training, Analysis, Strategy, Budgets, Team Building, Customer Satisfaction, Performance Management, Time Management
Education
Phillips College 1992 — 1994
AA Degree, Paralegal/Business Administration
Tennessee State University 1985 — 1987
N/A, Business Administration
Open August 2012 - Present
Squar Milner May 2011 - Present
RCR Plumbing Company July 2010 - April 2011
American telecom Services, City of Industry May 2007 - June 2010
ERI Financial Services February 2005 - April 2007
Cingular Wireless January 2000 - January 2005
Medical Management Alliance January 1993 - December 1999
Skills
Management, Leadership, CRM, Call Centers, Training, Analysis, Strategy, Budgets, Team Building, Customer Satisfaction, Performance Management, Time Management
Education
Phillips College 1992 — 1994
AA Degree, Paralegal/Business Administration
Tennessee State University 1985 — 1987
N/A, Business Administration
Ernest Miranda's Squar Milner Experience May 2004 - Present
Job Partner In Charge Audit Services at Squar Milner
Industry Accounting
Experience
Squar Milner CPAs May 2004 - Present
Squar Milner May 2004 - Present
Grant Thornton September 2001 - April 2004
Ernst and Young 1995 - 2000
Kenneth Leventhal & Company 1988 - 1996
Education
The University of Texas at Austin 1978 — 1982
BBA, Accounting
Squar Milner CPAs May 2004 - Present
Squar Milner May 2004 - Present
Grant Thornton September 2001 - April 2004
Ernst and Young 1995 - 2000
Kenneth Leventhal & Company 1988 - 1996
Education
The University of Texas at Austin 1978 — 1982
BBA, Accounting
Danielle Ems's Squar Milner Experience January 2005 - July 2008
Job Financial Reporting Manager at MOARK LLC
Industry Food Production
Experience
MOARK LLC October 2008 - Present
Squar Milner January 2005 - July 2008
Hein & Associates January 2004 - January 2005
KS&Co August 1999 - October 2003
LCP International March 1994 - July 1999
Skills
SEC filings, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, US GAAP, Mergers & Acquisitions, Revenue Recognition, Internal Controls, Auditing, Cost Accounting, General Ledger, Consolidation
Education
California State University-Long Beach 1989 — 1993
BS, Accountancy
MOARK LLC October 2008 - Present
Squar Milner January 2005 - July 2008
Hein & Associates January 2004 - January 2005
KS&Co August 1999 - October 2003
LCP International March 1994 - July 1999
Skills
SEC filings, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, US GAAP, Mergers & Acquisitions, Revenue Recognition, Internal Controls, Auditing, Cost Accounting, General Ledger, Consolidation
Education
California State University-Long Beach 1989 — 1993
BS, Accountancy
Leif Stein's Squar Milner Experience November 2010 - December 2012
Job Financial Analyst at 72andSunny
Industry Financial Services
Experience
72andSunny July 2015 - Present
EY June 2014 - July 2015
Ernst & Young December 2012 - May 2014
Squar Milner November 2010 - December 2012
Akore Berliner, CPA January 2010 - June 2010
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, GAAP, SEC filings, CPA, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Revenue Recognition, General Ledger
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Business - Management Consulting
Newport High School
72andSunny July 2015 - Present
EY June 2014 - July 2015
Ernst & Young December 2012 - May 2014
Squar Milner November 2010 - December 2012
Akore Berliner, CPA January 2010 - June 2010
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, GAAP, SEC filings, CPA, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Revenue Recognition, General Ledger
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Business - Management Consulting
Newport High School
Ryne Staback's Squar Milner Experience 2006 - 2006
Job CPA, Manager, PricewaterhouseCoopers
Industry Investment Management
Experience
PwC July 2014 - Present
PwC Cayman Islands October 2012 - September 2014
PwC August 2008 - September 2012
PwC July 2007 - August 2007
Squar Milner 2006 - 2006
Skills
Financial Reporting, Internal Controls, US GAAP, GAAP, Auditing, Financial Accounting, Accounting, Sarbanes-Oxley Act, CPA, Financial Analysis
Education
California State University-San Marcos - College of Business Administration 2005 — 2007
Bac, Accounting
west hills high school
PwC July 2014 - Present
PwC Cayman Islands October 2012 - September 2014
PwC August 2008 - September 2012
PwC July 2007 - August 2007
Squar Milner 2006 - 2006
Skills
Financial Reporting, Internal Controls, US GAAP, GAAP, Auditing, Financial Accounting, Accounting, Sarbanes-Oxley Act, CPA, Financial Analysis
Education
California State University-San Marcos - College of Business Administration 2005 — 2007
Bac, Accounting
west hills high school
Manny M. Trelles's Squar Milner Experience January 2014 - Present
Job PartnerinCharge, Real Estate Tax & Advisory Services at Squar Milner
Industry Real Estate
Experience
Squar Milner January 2014 - Present
Downtown Properties January 2013 - December 2013
Gaw Capital December 2012 - December 2013
Squar Milner February 2005 - January 2013
Deloitte July 1998 - January 2005
Ernst & Young January 1991 - July 1998
Skills
Tax, Income Tax, S Corporations, Tax Services, Debt, REITs, Foreign Inbound..., FIRPTA, Private Equity Funds, Real Estate Transactions, International Real..., Partnership Taxation, 704(c) Modeling, Tax Accounting, Tax Advisory, REIT, Accounting, Investments, Auditing, Financial Reporting, SEC Filings, Mergers & Acquisitions, Due Diligence, Real Estate, Finance, Financial Analysis, Financial Modeling, CPA
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Finance & Real Estate
University of Southern California - Marshall School of Business 1993 — 1995
MBT, Taxation (Master of Business Taxation)
California State Polytechnic University-Pomona 1986 — 1990
BS, Accounting
Squar Milner January 2014 - Present
Downtown Properties January 2013 - December 2013
Gaw Capital December 2012 - December 2013
Squar Milner February 2005 - January 2013
Deloitte July 1998 - January 2005
Ernst & Young January 1991 - July 1998
Skills
Tax, Income Tax, S Corporations, Tax Services, Debt, REITs, Foreign Inbound..., FIRPTA, Private Equity Funds, Real Estate Transactions, International Real..., Partnership Taxation, 704(c) Modeling, Tax Accounting, Tax Advisory, REIT, Accounting, Investments, Auditing, Financial Reporting, SEC Filings, Mergers & Acquisitions, Due Diligence, Real Estate, Finance, Financial Analysis, Financial Modeling, CPA
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Finance & Real Estate
University of Southern California - Marshall School of Business 1993 — 1995
MBT, Taxation (Master of Business Taxation)
California State Polytechnic University-Pomona 1986 — 1990
BS, Accounting
Kimberly Chew's Squar Milner Experience September 2004 - Present
Job Marketing Manager at Squar Milner
Industry Accounting
Experience
Squar Milner September 2004 - Present
DDi August 2000 - August 2004
Skills
Recruiting, Microsoft Excel, Accounting, QuickBooks, Public Relations, Microsoft Office, Advertising, PowerPoint, Marketing
Education
California State Polytechnic University-Pomona
BS, Public Relations
Squar Milner September 2004 - Present
DDi August 2000 - August 2004
Skills
Recruiting, Microsoft Excel, Accounting, QuickBooks, Public Relations, Microsoft Office, Advertising, PowerPoint, Marketing
Education
California State Polytechnic University-Pomona
BS, Public Relations
Tai D. Giang's Squar Milner Experience January 2013 - April 2013
Job FSO Assurance Associate at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2013 - Present
Squar Milner January 2013 - April 2013
FEC Ginseng & Marine Products January 2011 - December 2012
Caridan Marketing Labs September 2009 - December 2010
State Street Corporation March 2009 - August 2009
Hewlett-Packard December 2006 - December 2008
First American Financial Corporation (Corelogic) June 2007 - December 2007
Morgan Stanley Smith Barney November 2006 - May 2007
Dr. Lingfang Li eBay Research Project June 2006 - February 2007
Northwestern Mutual September 2005 - March 2006
Skills
Business Development, Microsoft Excel, Financial Analysis, Accounting, Auditing, Financial Reporting
Education
University of California, Los Angeles Extension 2012 — 2013
Certificate in Accounting
University of California, Irvine 2004 — 2008
Bachelor of Arts, Economics; Psychology; Business Management
Alhambra High School 2000 — 2004
Ernst & Young September 2013 - Present
Squar Milner January 2013 - April 2013
FEC Ginseng & Marine Products January 2011 - December 2012
Caridan Marketing Labs September 2009 - December 2010
State Street Corporation March 2009 - August 2009
Hewlett-Packard December 2006 - December 2008
First American Financial Corporation (Corelogic) June 2007 - December 2007
Morgan Stanley Smith Barney November 2006 - May 2007
Dr. Lingfang Li eBay Research Project June 2006 - February 2007
Northwestern Mutual September 2005 - March 2006
Skills
Business Development, Microsoft Excel, Financial Analysis, Accounting, Auditing, Financial Reporting
Education
University of California, Los Angeles Extension 2012 — 2013
Certificate in Accounting
University of California, Irvine 2004 — 2008
Bachelor of Arts, Economics; Psychology; Business Management
Alhambra High School 2000 — 2004
Sonya Wong's Squar Milner Experience 2005 - 2006
Job Consultant at RGP
Industry Financial Services
Experience
RGP December 2013 - Present
Jamison Keener, LLC February 2010 - Present
Tatum LLC August 2010 - August 2013
Birtcher Anderson Realty Management October 2008 - January 2010
Birtcher Anderson Realty Management April 2008 - October 2008
Windes & McClaughry Accountancy Corporation November 2006 - April 2008
ARAMARK Inc. 2006 - 2008
Squar Milner 2005 - 2006
Menlo Equities March 2001 - July 2005
Tradingmarkets.com March 2000 - February 2001
Skills
GAAP, Auditing, Financial Analysis, Financial Reporting, Accounting, Internal Controls, Finance, Due Diligence, Cash Flow, Account Reconciliation, Financial Modeling, US GAAP, General Ledger, Analysis, CPA, Managerial Finance, Strategic Financial..., Financial Statements, Cash Management, SEC filings, Sarbanes-Oxley Act, Revenue Recognition, Financial Accounting, Internal Audit, Cost Accounting, Variance Analysis, External Audit, Fixed Assets, Tax Preparation, Tax, Corporate Finance, Forecasting, Corporate Tax, Mergers & Acquisitions, QuickBooks, Accounts Receivable, Management, Journal Entries, Strategy, Capital Budgeting, Financial Planning
Education
California State University-Los Angeles 1986 — 1991
Bachelor of Science in Accounting, Accounting
Pure Pilates
Pure Pilates
RGP December 2013 - Present
Jamison Keener, LLC February 2010 - Present
Tatum LLC August 2010 - August 2013
Birtcher Anderson Realty Management October 2008 - January 2010
Birtcher Anderson Realty Management April 2008 - October 2008
Windes & McClaughry Accountancy Corporation November 2006 - April 2008
ARAMARK Inc. 2006 - 2008
Squar Milner 2005 - 2006
Menlo Equities March 2001 - July 2005
Tradingmarkets.com March 2000 - February 2001
Skills
GAAP, Auditing, Financial Analysis, Financial Reporting, Accounting, Internal Controls, Finance, Due Diligence, Cash Flow, Account Reconciliation, Financial Modeling, US GAAP, General Ledger, Analysis, CPA, Managerial Finance, Strategic Financial..., Financial Statements, Cash Management, SEC filings, Sarbanes-Oxley Act, Revenue Recognition, Financial Accounting, Internal Audit, Cost Accounting, Variance Analysis, External Audit, Fixed Assets, Tax Preparation, Tax, Corporate Finance, Forecasting, Corporate Tax, Mergers & Acquisitions, QuickBooks, Accounts Receivable, Management, Journal Entries, Strategy, Capital Budgeting, Financial Planning
Education
California State University-Los Angeles 1986 — 1991
Bachelor of Science in Accounting, Accounting
Pure Pilates
Pure Pilates
Bora Lee's Squar Milner Experience December 2010 - September 2013
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
Kris Yamano's Squar Milner Experience July 2012 - October 2013
Job Vice President Senior Wealth Planning Strategist at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo November 2013 - Present
Squar Milner July 2012 - October 2013
Squar Milner December 2010 - June 2012
PricewaterhouseCoopers October 2007 - December 2010
RSM McGladrey 2004 - 2007
The Ayco Company 2003 - 2004
Skills
Tax, Estate Law, Income Tax, Tax Advisory, Tax Accounting, High Net Worth..., Tax Law, Estate Tax Planning, Tax Preparation, Trusts, Tax Research, Tax Returns, Estate Planning, Big 4, Gift Tax, Multi-generational..., Succession Planning, Charitable Gift Planning, Personal Financial...
Education
Chapman University, School of Law 1999 — 2003
JD/MBA
University of California, Los Angeles 1995 — 1999
BA, Sociology
Wells Fargo November 2013 - Present
Squar Milner July 2012 - October 2013
Squar Milner December 2010 - June 2012
PricewaterhouseCoopers October 2007 - December 2010
RSM McGladrey 2004 - 2007
The Ayco Company 2003 - 2004
Skills
Tax, Estate Law, Income Tax, Tax Advisory, Tax Accounting, High Net Worth..., Tax Law, Estate Tax Planning, Tax Preparation, Trusts, Tax Research, Tax Returns, Estate Planning, Big 4, Gift Tax, Multi-generational..., Succession Planning, Charitable Gift Planning, Personal Financial...
Education
Chapman University, School of Law 1999 — 2003
JD/MBA
University of California, Los Angeles 1995 — 1999
BA, Sociology
Gary Grush's Squar Milner Experience July 2012 - Present
Job Tax Partner at Squar Milner
Industry Accounting
Experience
Squar Milner July 2012 - Present
Grant Thornton July 1985 - June 2012
Transamerica Insurance Group January 1982 - June 1985
Education
Golden Gate University 1985 — 1988
Masters of Taxation
UC Davis 1977 — 1980
Bachelor of Arts, Economics
Squar Milner July 2012 - Present
Grant Thornton July 1985 - June 2012
Transamerica Insurance Group January 1982 - June 1985
Education
Golden Gate University 1985 — 1988
Masters of Taxation
UC Davis 1977 — 1980
Bachelor of Arts, Economics
Paul Nelson CPA's Squar Milner Experience January 1983 - June 1991
Job Senior Finance Manager at Fluor
Industry Accounting
Experience
Fluor August 2001 - Present
Metagenics May 1999 - August 2001
Hyde and Hyde, Inc November 1998 - May 1999
Squar Milner January 1983 - June 1991
Skills
Tax Preparation, Software Project..., Financial consultant, Accounting, Financial Analysis, SAP, Financial Reporting, Management, Budgets, Internal Controls, Forecasting, Finance, Sarbanes-Oxley Act
Education
Villanova University 2009 — 2011
IS IT Project Management
Golden Gate University 1990 — 1994
MBT, Taxation
California State University-Fullerton, Mihaylo College of Business and Economics 1978 — 1983
BA, Accounting
Fluor August 2001 - Present
Metagenics May 1999 - August 2001
Hyde and Hyde, Inc November 1998 - May 1999
Squar Milner January 1983 - June 1991
Skills
Tax Preparation, Software Project..., Financial consultant, Accounting, Financial Analysis, SAP, Financial Reporting, Management, Budgets, Internal Controls, Forecasting, Finance, Sarbanes-Oxley Act
Education
Villanova University 2009 — 2011
IS IT Project Management
Golden Gate University 1990 — 1994
MBT, Taxation
California State University-Fullerton, Mihaylo College of Business and Economics 1978 — 1983
BA, Accounting
Virginia Sette's Squar Milner Experience December 2012 - Present
Job Audit Associate at Squar Milner
Industry Accounting
Experience
Squar Milner December 2012 - Present
Radiant Technologies September 2011 - July 2012
MIT June 2010 - July 2011
Institute for Healthcare Improvement July 2009 - December 2009
John Hancock Life Insurance Company (U.S.A.) July 2008 - December 2008
Skills
Accounting, Accounts Receivable, Financial Accounting, Tax, Financial Reporting, Internal Controls, US GAAP, GAAP, Auditing, Microsoft Excel, Microsoft Office
Education
University of San Diego 2011 — 2012
Master of Science, Accountancy
Northeastern University 2006 — 2011
Bachelor of Science, Dual Major in Finance and Accounting
Squar Milner December 2012 - Present
Radiant Technologies September 2011 - July 2012
MIT June 2010 - July 2011
Institute for Healthcare Improvement July 2009 - December 2009
John Hancock Life Insurance Company (U.S.A.) July 2008 - December 2008
Skills
Accounting, Accounts Receivable, Financial Accounting, Tax, Financial Reporting, Internal Controls, US GAAP, GAAP, Auditing, Microsoft Excel, Microsoft Office
Education
University of San Diego 2011 — 2012
Master of Science, Accountancy
Northeastern University 2006 — 2011
Bachelor of Science, Dual Major in Finance and Accounting
Alethea Franklin's Squar Milner Experience June 2005 - September 2006
Job Future Auditor
Industry Information Technology and Services
Experience
Social Security Administration April 2012 - Present
Colonial Life September 2007 - October 2010
Squar Milner June 2005 - September 2006
Skills
Employee Benefits, Written Communication, Strong Business Acumen, Entrepreneurship, Microsoft Excel, Microsoft Word, Interpersonal..., Analytical Skills
Education
CPA track candidate 2013 — 2016
Accounting, 3.0 +
University of California
Executive MBA (Paul Merage School of Business), Business Administration, Management, 3.345
University of California, Irvine
Executive MBA, Business Administration and Management, General, 3.345
University of Northern Colorado
BA, Psychology with Business Minor
Social Security Administration April 2012 - Present
Colonial Life September 2007 - October 2010
Squar Milner June 2005 - September 2006
Skills
Employee Benefits, Written Communication, Strong Business Acumen, Entrepreneurship, Microsoft Excel, Microsoft Word, Interpersonal..., Analytical Skills
Education
CPA track candidate 2013 — 2016
Accounting, 3.0 +
University of California
Executive MBA (Paul Merage School of Business), Business Administration, Management, 3.345
University of California, Irvine
Executive MBA, Business Administration and Management, General, 3.345
University of Northern Colorado
BA, Psychology with Business Minor
Adriana Drake, CPA's Squar Milner Experience August 2005 - December 2011
Job Financial Reporting Controller at Lewis Operating Corp.
Industry Accounting
Experience
Lewis Operating Corp. July 2013 - Present
Jeunesse Global April 2014 - Present
DVM Management January 2012 - July 2013
Squar Milner August 2005 - December 2011
Skills
Tax, CPA, Corporate Tax, General Ledger, Income Tax, QuickBooks, High Net Worth...
Education
San Diego State University-California State University 2003 — 2005
BS Accounting
Lewis Operating Corp. July 2013 - Present
Jeunesse Global April 2014 - Present
DVM Management January 2012 - July 2013
Squar Milner August 2005 - December 2011
Skills
Tax, CPA, Corporate Tax, General Ledger, Income Tax, QuickBooks, High Net Worth...
Education
San Diego State University-California State University 2003 — 2005
BS Accounting
Gregg Omori's Squar Milner Experience March 2011 - Present
Job Manager at Squar Milner
Industry Accounting
Experience
Squar Milner March 2011 - Present
White, Zuckerman, Warsavsky, Luna, Wolf & Hunt August 2004 - February 2011
Autonomy 2000 - 2004
Skills
Non-profits, Private Foundations, Tax Preparation, Quickbooks, Accounting, Tax, Nonprofits, QuickBooks, High Net Worth..., Trusts, Corporate Tax, Income Tax, Financial Accounting, Auditing
Education
Occidental College 1989 — 1993
BA, Biology
Squar Milner March 2011 - Present
White, Zuckerman, Warsavsky, Luna, Wolf & Hunt August 2004 - February 2011
Autonomy 2000 - 2004
Skills
Non-profits, Private Foundations, Tax Preparation, Quickbooks, Accounting, Tax, Nonprofits, QuickBooks, High Net Worth..., Trusts, Corporate Tax, Income Tax, Financial Accounting, Auditing
Education
Occidental College 1989 — 1993
BA, Biology
Lauren McMullin's Squar Milner Experience January 2007 - April 2012
Job Accountant
Industry Accounting
Experience
Squar Milner January 2007 - April 2012
US Bank October 2005 - December 2006
Education
Cal State San Marcos 2003 — 2006
Bachelors of Science, Business Administration - Accounting
Squar Milner January 2007 - April 2012
US Bank October 2005 - December 2006
Education
Cal State San Marcos 2003 — 2006
Bachelors of Science, Business Administration - Accounting
Katie Pehrson's Squar Milner Experience January 2012 - Present
Job Tax Manager at Squar Milner
Industry Accounting
Experience
Squar Milner January 2012 - Present
Windes & McClaughry Accountancy Corporation January 2011 - December 2011
PricewaterhouseCoopers July 2008 - December 2010
Education
Brigham Young University 2003 — 2008
Masters of Accountancy, Accounting
Squar Milner January 2012 - Present
Windes & McClaughry Accountancy Corporation January 2011 - December 2011
PricewaterhouseCoopers July 2008 - December 2010
Education
Brigham Young University 2003 — 2008
Masters of Accountancy, Accounting
Howard Elyashar's Squar Milner Experience October 2010 - Present
Job Senior Tax Accountant at Squar Milner
Industry Accounting
Experience
Squar Milner October 2010 - Present
MGA Entertainment May 2008 - October 2010
Skills
Financial Reporting, Accounting, Income Tax, Financial Accounting, Auditing, Microsoft Word, Microsoft Excel, Public Speaking, Financial Statements, Account Reconciliation, Tax, CPA, Customer Service, Microsoft Office, Internal Controls, Real Estate, GAAP, PowerPoint, Research, Management
Education
California State University-Northridge 2006 — 2010
B.S, Accounting, Finance, and Real Estate
California State University-Northridge 2006 — 2010
B.S, Accounting, Finance, and Real Estate
Squar Milner October 2010 - Present
MGA Entertainment May 2008 - October 2010
Skills
Financial Reporting, Accounting, Income Tax, Financial Accounting, Auditing, Microsoft Word, Microsoft Excel, Public Speaking, Financial Statements, Account Reconciliation, Tax, CPA, Customer Service, Microsoft Office, Internal Controls, Real Estate, GAAP, PowerPoint, Research, Management
Education
California State University-Northridge 2006 — 2010
B.S, Accounting, Finance, and Real Estate
California State University-Northridge 2006 — 2010
B.S, Accounting, Finance, and Real Estate
Louis Lin's Squar Milner Experience July 2012 - May 2014
Job Senior Tax Accountant at Windes & McClaughry Accountancy Corporation
Industry Accounting
Experience
Squar Milner July 2012 - May 2014
Windes & McClaughry Accountancy Corporation October 2007 - July 2012
Yamada & Nakata January 2005 - September 2007
Skills
Corporate Tax, Tax, Tax Research, Tax Preparation, Income Tax, CPA, Accounting, Tax Returns, Fixed Assets, Partnership Taxation, QuickBooks
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Accounting
Squar Milner July 2012 - May 2014
Windes & McClaughry Accountancy Corporation October 2007 - July 2012
Yamada & Nakata January 2005 - September 2007
Skills
Corporate Tax, Tax, Tax Research, Tax Preparation, Income Tax, CPA, Accounting, Tax Returns, Fixed Assets, Partnership Taxation, QuickBooks
Education
California State University-Fullerton
Bachelor of Business Administration (BBA), Accounting
Elizabeth McCauley's Squar Milner Experience August 2000 - December 2007
Job Supervisor, Tax Services at Onisko & Scholz, Certified Public Accountants
Industry Accounting
Experience
Onisko & Scholz, Certified Public Accountants January 2008 - Present
Squar Milner August 2000 - December 2007
CWS Capital Partners January 1997 - August 2000
Skills
Tax, Income Tax, Tax Preparation, CPA, Tax Research, Tax Accounting, Partnership Taxation, ProSystem fx Tax, QuickBooks, Tax Returns, GoSystems
Education
University of California, Davis 1990 — 1995
Bachelor of Science, Textiles
Golden Gate University
Masters, Taxation
Onisko & Scholz, Certified Public Accountants January 2008 - Present
Squar Milner August 2000 - December 2007
CWS Capital Partners January 1997 - August 2000
Skills
Tax, Income Tax, Tax Preparation, CPA, Tax Research, Tax Accounting, Partnership Taxation, ProSystem fx Tax, QuickBooks, Tax Returns, GoSystems
Education
University of California, Davis 1990 — 1995
Bachelor of Science, Textiles
Golden Gate University
Masters, Taxation
Christine Youn, CPA's Squar Milner Experience January 2012 - October 2014
Job Audit Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
Squar Milner January 2012 - October 2014
Quality Systems, Inc March 2011 - December 2011
UC Irvine February 2008 - August 2011
Pacific World Corporation August 2009 - May 2010
Skills
GAAP, Financial Reporting, SEC filings, Auditing, US GAAP, Internal Controls, Financial Accounting, Accounting, Microsoft Office
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (BA), Business Economics/Accounting
Yonsei University 2009 — 2009
EAP - Study Abroad Program, Business/Managerial Economics
KPMG US October 2014 - Present
Squar Milner January 2012 - October 2014
Quality Systems, Inc March 2011 - December 2011
UC Irvine February 2008 - August 2011
Pacific World Corporation August 2009 - May 2010
Skills
GAAP, Financial Reporting, SEC filings, Auditing, US GAAP, Internal Controls, Financial Accounting, Accounting, Microsoft Office
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (BA), Business Economics/Accounting
Yonsei University 2009 — 2009
EAP - Study Abroad Program, Business/Managerial Economics
Dustin Chen's Squar Milner Experience November 2013 - Present
Job Audit Senior
Industry Accounting
Experience
Squar Milner November 2013 - Present
Bechtel June 2012 - September 2012
Sebamed USA January 2011 - December 2011
Skills
Auditing, Mandarin, Microsoft Office, Microsoft Excel, Financial Accounting, Microsoft Word, PowerPoint, Public Speaking
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, Senior
University of California, Irvine
Irvine Valley College
Squar Milner November 2013 - Present
Bechtel June 2012 - September 2012
Sebamed USA January 2011 - December 2011
Skills
Auditing, Mandarin, Microsoft Office, Microsoft Excel, Financial Accounting, Microsoft Word, PowerPoint, Public Speaking
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, Senior
University of California, Irvine
Irvine Valley College
Bokyung Hatakeyama's Squar Milner Experience January 2007 - Present
Job Accounting / Tax Supervisor at Squar, Milner, Peterson, Miranda & Williamson, LLP
Industry Accounting
Experience
Squar Milner January 2007 - Present
Rivin, Wenzel & Company, LLP October 2003 - January 2007
Oishi & Company May 2000 - October 2003
Education
California State University, Northridge 1995 — 1999
Accounting, Bachelor of Science in Business Administration with an emphasis in Accounting
California State University-Northridge 1995 — 1999
Accounting, Bachelor of Science (BS)
Squar Milner January 2007 - Present
Rivin, Wenzel & Company, LLP October 2003 - January 2007
Oishi & Company May 2000 - October 2003
Education
California State University, Northridge 1995 — 1999
Accounting, Bachelor of Science in Business Administration with an emphasis in Accounting
California State University-Northridge 1995 — 1999
Accounting, Bachelor of Science (BS)
Susie Bae, CPA's Squar Milner Experience November 2011 - Present
Job Audit Senior at Squar Milner
Industry Accounting
Experience
Squar Milner November 2011 - Present
Nakamoto Bitar LLP March 2010 - August 2011
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Economics, Anthropology
Squar Milner November 2011 - Present
Nakamoto Bitar LLP March 2010 - August 2011
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Economics, Anthropology
Jessica Ibrahim's Squar Milner Experience June 2009 - September 2009
Job Cashier at CSULB Athletics Department
Industry Retail
Experience
CSULB Athletics Department December 2011 - Present
Sunny's Diner October 2009 - May 2010
Squar Milner June 2009 - September 2009
Education
California State University-Long Beach 2008 — 2013
Bachelor's degree, Finance and Financial Management Services
Edison High School 2004 — 2008
CSULB Athletics Department December 2011 - Present
Sunny's Diner October 2009 - May 2010
Squar Milner June 2009 - September 2009
Education
California State University-Long Beach 2008 — 2013
Bachelor's degree, Finance and Financial Management Services
Edison High School 2004 — 2008
Derrick Lasley, CPA's Squar Milner Experience July 2014 - Present
Job Senior Audit Associate at Squar Milner
Industry Accounting
Experience
Squar Milner July 2014 - Present
Squar Milner November 2012 - June 2014
Squar Milner August 2011 - October 2012
Skills
Bankruptcy, CPA, Auditing, Internal Controls, GAAP
Education
California State University-Fullerton 2008 — 2010
Bachelor of Business Administration (BBA), Accounting
Squar Milner July 2014 - Present
Squar Milner November 2012 - June 2014
Squar Milner August 2011 - October 2012
Skills
Bankruptcy, CPA, Auditing, Internal Controls, GAAP
Education
California State University-Fullerton 2008 — 2010
Bachelor of Business Administration (BBA), Accounting
Kevin Lira's Squar Milner Experience April 2014 - August 2014
Job Service Desk Administrator at Hyundai Corporate
Industry Computer & Network Security
Experience
Hyundai Corporation January 2015 - Present
Liberty Tax Service August 2012 - December 2014
Squar Milner April 2014 - August 2014
Skills
Microsoft Office, Access, Microsoft Excel, Windows 7, Customer Service, Microsoft Word, Accounting
Education
California State University-Fullerton 2010 — 2013
Bachelor of Arts (B.A.), Computer and Information Systems Security/Information Assurance
Santa Ana College 2008 — 2010
Associate of Arts (AA), General Management
Hyundai Corporation January 2015 - Present
Liberty Tax Service August 2012 - December 2014
Squar Milner April 2014 - August 2014
Skills
Microsoft Office, Access, Microsoft Excel, Windows 7, Customer Service, Microsoft Word, Accounting
Education
California State University-Fullerton 2010 — 2013
Bachelor of Arts (B.A.), Computer and Information Systems Security/Information Assurance
Santa Ana College 2008 — 2010
Associate of Arts (AA), General Management