Experience

R&D Incentives Group

• United States
• Financial Services
• 1 - 100 Employee

• Project Manager

  • Jan 2019 - Present

  Greater Los Angeles Area • Manage entire project life cycle of over 50 clients annually, from kick-off meeting to report delivery • Interface with clients from a range of industries, including technology, engineering, and consumer goods, to identify R&D tax credit opportunities • Analyze complex financial data to calculate federal and state tax credits according to section 41 of the Internal Revenue Code • Cultivate positive and enduring relationships with clients and referral partners • Draft… Show more • Manage entire project life cycle of over 50 clients annually, from kick-off meeting to report delivery • Interface with clients from a range of industries, including technology, engineering, and consumer goods, to identify R&D tax credit opportunities • Analyze complex financial data to calculate federal and state tax credits according to section 41 of the Internal Revenue Code • Cultivate positive and enduring relationships with clients and referral partners • Draft comprehensive technical memorandums to substantiate tax credit claims

• Senior Project Associate

  • Sep 2017 - Jan 2019

• Project Associate

  • Jan 2017 - Sep 2017

• Business Development Manager

  • Sep 2016 - Jan 2017



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Senior Associate

  • Sep 2015 - Sep 2016

  Greater Los Angeles Area Deloitte is one of the leading professional service organization in the United States, specializing in audit, tax, consulting, and financial advisory services with clients in more than 20 industries. Deloitte provides powerful business solutions to some of the world's most well-known and respected companies, including more than 75 percent of the Fortune 100. Audit Senior Associate responsibilities include: • Provide assurance services for publicly traded and privately held clients… Show more Deloitte is one of the leading professional service organization in the United States, specializing in audit, tax, consulting, and financial advisory services with clients in more than 20 industries. Deloitte provides powerful business solutions to some of the world's most well-known and respected companies, including more than 75 percent of the Fortune 100. Audit Senior Associate responsibilities include: • Provide assurance services for publicly traded and privately held clients across the media, real estate, and financial service industries • Perform substantive analytical testing procedures over numerous areas of clients' financial statements • Leverage industry knowledge of accounting standards to enhance audit efficiency during financial reporting process • Establish and maintain an extensive professional network with client personnel and engagement team members Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Intern

  • Jun 2014 - Aug 2014

  Los Angeles • Contributed on audit engagement teams to complete quarterly financial statement audit • Created work papers for audit engagements that systematically tested cash, receivables, and revenue • Communicated consistently and proactively with team members between meetings via phone and e-mail, coordinated meeting notes, and helped team members with individual work plans



Associated Students of UC Santa Barbara

• Government Administration
• 1 - 100 Employee

• Student-at-Large, Finance Board

  • Feb 2013 - Jun 2014

  Santa Barbara, California Area • Managed $10,000,000 in order to craft a budget for one of the largest student body groups in California • Created and controlled a $500,000 budget to support the programs of student led organizations and university committees • Responsibly and fairly allocated money each year to help fund on-campus groups and programs that directly benefit the larger community • Advised student organizations by conducting weekly financial workshops