Experience

White Nelson Diehl Evans LLP

• United States
• Accounting
• 1 - 100 Employee

• Senior Associate

  • Apr 2018 - Aug 2018

  - Audited various types of entities consisting of different type of industries such as private, governmental, as well as 401(K)s. Responsible for approximately four to six clients on an average monthly basis - Tested various balance sheet, as well as internal controls items for various types of companies. Testing of these items specifically include but are not limited to investments, accounts payable, property, plant, & equipment, as well as cash disbursement and cash receipt… Show more - Audited various types of entities consisting of different type of industries such as private, governmental, as well as 401(K)s. Responsible for approximately four to six clients on an average monthly basis - Tested various balance sheet, as well as internal controls items for various types of companies. Testing of these items specifically include but are not limited to investments, accounts payable, property, plant, & equipment, as well as cash disbursement and cash receipt items - Coached lower-level associates through different auditing techniques such as physical inventory observation, cash receipt and disbursement testing, bank reconciliations, etc. Show less - Audited various types of entities consisting of different type of industries such as private, governmental, as well as 401(K)s. Responsible for approximately four to six clients on an average monthly basis - Tested various balance sheet, as well as internal controls items for various types of companies. Testing of these items specifically include but are not limited to investments, accounts payable, property, plant, & equipment, as well as cash disbursement and cash receipt… Show more - Audited various types of entities consisting of different type of industries such as private, governmental, as well as 401(K)s. Responsible for approximately four to six clients on an average monthly basis - Tested various balance sheet, as well as internal controls items for various types of companies. Testing of these items specifically include but are not limited to investments, accounts payable, property, plant, & equipment, as well as cash disbursement and cash receipt items - Coached lower-level associates through different auditing techniques such as physical inventory observation, cash receipt and disbursement testing, bank reconciliations, etc. Show less



Gursey | Schneider LLP

• United States
• Accounting
• 100 - 200 Employee

• Litigation Professional

  • Jul 2017 - Mar 2018

  - Responsible for professional and forensic accounting services primarily for high-net worth individuals currently within a divorce - Perform various tasks within the forensic accounting field for family law purposes such as tracing of a client’s assets, post-separation accounting balance sheets, calculating equalization payments, etc. - Operate and communicate within a team setting of approximately 6 to 8 team members on a daily basis to address and accomplish our goal of… Show more - Responsible for professional and forensic accounting services primarily for high-net worth individuals currently within a divorce - Perform various tasks within the forensic accounting field for family law purposes such as tracing of a client’s assets, post-separation accounting balance sheets, calculating equalization payments, etc. - Operate and communicate within a team setting of approximately 6 to 8 team members on a daily basis to address and accomplish our goal of quality, consistency, and excellent client service Show less - Responsible for professional and forensic accounting services primarily for high-net worth individuals currently within a divorce - Perform various tasks within the forensic accounting field for family law purposes such as tracing of a client’s assets, post-separation accounting balance sheets, calculating equalization payments, etc. - Operate and communicate within a team setting of approximately 6 to 8 team members on a daily basis to address and accomplish our goal of… Show more - Responsible for professional and forensic accounting services primarily for high-net worth individuals currently within a divorce - Perform various tasks within the forensic accounting field for family law purposes such as tracing of a client’s assets, post-separation accounting balance sheets, calculating equalization payments, etc. - Operate and communicate within a team setting of approximately 6 to 8 team members on a daily basis to address and accomplish our goal of quality, consistency, and excellent client service Show less



PwC

• Professional Services
• 700 & Above Employee

• Experienced Associate

  • Sep 2014 - Feb 2017

  Operated in a team friendly and open door policy environment to accomplish our goal of quarterly and annual reporting for private and public corporations. Primarily operated in the industries of technology and real estate. Specifically performed assurance services such: - Collaborated with various members of our internal and external teams to ensure appropriate communication of various topics concerning our procedures have been understood by all parties - Planned for… Show more Operated in a team friendly and open door policy environment to accomplish our goal of quarterly and annual reporting for private and public corporations. Primarily operated in the industries of technology and real estate. Specifically performed assurance services such: - Collaborated with various members of our internal and external teams to ensure appropriate communication of various topics concerning our procedures have been understood by all parties - Planned for quarterly and annual assurance procedures in accordance with GAAP and tax-basis accounting - Assessed a client's business processes to ensure proper procedures are in place to mitigate errors or mistakes in their financial reporting - Coordinated with external auditors to ensure proper infrastructure and operations in the Company's internal controls environment are present - Performed year-end assurance procedures over various non-sensitive and sensitive balance sheet and income statement items, such as cut-off procedures surrounding a Company's accounts payable, and validation of a Company's reported revenue. - Conducted research with PwC assurance guidance, FASB Codification, and Generally Accepted Auditing Standards ('GAAS') to resolve matters concerning substantive and controls testing Show less Operated in a team friendly and open door policy environment to accomplish our goal of quarterly and annual reporting for private and public corporations. Primarily operated in the industries of technology and real estate. Specifically performed assurance services such: - Collaborated with various members of our internal and external teams to ensure appropriate communication of various topics concerning our procedures have been understood by all parties - Planned for… Show more Operated in a team friendly and open door policy environment to accomplish our goal of quarterly and annual reporting for private and public corporations. Primarily operated in the industries of technology and real estate. Specifically performed assurance services such: - Collaborated with various members of our internal and external teams to ensure appropriate communication of various topics concerning our procedures have been understood by all parties - Planned for quarterly and annual assurance procedures in accordance with GAAP and tax-basis accounting - Assessed a client's business processes to ensure proper procedures are in place to mitigate errors or mistakes in their financial reporting - Coordinated with external auditors to ensure proper infrastructure and operations in the Company's internal controls environment are present - Performed year-end assurance procedures over various non-sensitive and sensitive balance sheet and income statement items, such as cut-off procedures surrounding a Company's accounts payable, and validation of a Company's reported revenue. - Conducted research with PwC assurance guidance, FASB Codification, and Generally Accepted Auditing Standards ('GAAS') to resolve matters concerning substantive and controls testing Show less

• Assurance Intern

  • Jan 2013 - Nov 2013

  Operated in a regional accounting firm environment which emphasized a upper and downward feedback culture across upper management and lower level associates. Primarily performed assurance procedures as follows: - Performed numerous actions in reviews and compilations, such as obtained and organized client detailed support, evaluated the completeness of inquiry packages, and prepared client financial statements - Assisted Junior, Senior, and Audit Managers in assurance… Show more Operated in a regional accounting firm environment which emphasized a upper and downward feedback culture across upper management and lower level associates. Primarily performed assurance procedures as follows: - Performed numerous actions in reviews and compilations, such as obtained and organized client detailed support, evaluated the completeness of inquiry packages, and prepared client financial statements - Assisted Junior, Senior, and Audit Managers in assurance related procedures by performing various tasks such as price testing, sales cut-off testing, and participant data testing - Drafted governmental Comprehensive Annual Financial Report ('CAFR') , as well as State Controller Reports, while managing assorted governmental supporting schedules for various cities within the state of California Show less Operated in a regional accounting firm environment which emphasized a upper and downward feedback culture across upper management and lower level associates. Primarily performed assurance procedures as follows: - Performed numerous actions in reviews and compilations, such as obtained and organized client detailed support, evaluated the completeness of inquiry packages, and prepared client financial statements - Assisted Junior, Senior, and Audit Managers in assurance… Show more Operated in a regional accounting firm environment which emphasized a upper and downward feedback culture across upper management and lower level associates. Primarily performed assurance procedures as follows: - Performed numerous actions in reviews and compilations, such as obtained and organized client detailed support, evaluated the completeness of inquiry packages, and prepared client financial statements - Assisted Junior, Senior, and Audit Managers in assurance related procedures by performing various tasks such as price testing, sales cut-off testing, and participant data testing - Drafted governmental Comprehensive Annual Financial Report ('CAFR') , as well as State Controller Reports, while managing assorted governmental supporting schedules for various cities within the state of California Show less