Diana L. Weddigen, CPA
at Lewis, Kisch & Associates, Ltd.- Claim this Profile
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Bio
Experience
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Lewis, Kisch & Associates, Ltd.
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United States
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Accounting
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1 - 100 Employee
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Jan 2016 - Present
Diana L. Weddigen, CPA, joined Lewis, Kisch & Associates, Ltd., at the beginning of 2015 and became a shareholder in January 2016. Prior to joining the firm, she was a manager at a large accounting firm on the west coast. Diana has over fifteen years of experience in public accounting, providing assurance and advisory services to clients in the not-for-profit and for-profit sectors, including foundations, social service organizations, labor organizations, religious organizations, government entities, and small and medium-sized businesses. Show less
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Jan 2015 - Dec 2015
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Moss Adams
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United States
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Accounting
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700 & Above Employee
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Manager - Business Assurance Services - Not-for-Profit & Government
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Nov 2010 - Jan 2015
• Managed audits during the planning, execution and finalization stages to successfully achieve high audit quality standards, superior client service, and cost management. • Cultivated and sustained client relationships as key contact, while managing multiple engagements. • Supervised and trained staff and senior accountants. • Performed audits for organizations with revenues ranging from $2 million to $1.5 billion, and investment portfolios of up to $4.5 billion, with extensive alternative investments. • Documented and assessed clients’ internal control design effectiveness and provided internal control recommendations. • Reviewed and prepared financial statements to assure compliance with U.S. GAAP standards. • Presented financial results to the audit committees and boards of not-for-profit and health care organizations. • Prepared and presented proposals for new client prospects. • Provided compliance services under OMB A-133 (Single Audit). Show less
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SingerLewak LLP
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United States
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Accounting
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200 - 300 Employee
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Senior Accountant - Assurance and Advisory
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Oct 2008 - Oct 2010
• Performed as in-charge on financial statement audits and reviews for clients with revenues ranging from $1 million to $50 million, in the not-for-profit, construction, and technology industry sectors. • Managed 15 concurrent agreed-upon procedure engagements for the “green energy” industry with a 45 day deadline. • Performed as in-charge on financial statement audits and reviews for clients with revenues ranging from $1 million to $50 million, in the not-for-profit, construction, and technology industry sectors. • Managed 15 concurrent agreed-upon procedure engagements for the “green energy” industry with a 45 day deadline.
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Lautze & Lautze
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United States
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Accounting
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1 - 100 Employee
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Staff Accountant
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Jul 2006 - Oct 2008
• Planned, performed and functioned as in-charge on financial statement audits, reviews, compilations and agreed-upon procedures for not-for-profits, closely held mid-size businesses and renewable energy clients. • Prepared individual, partnership and corporate Federal and State tax returns. • Planned, performed and functioned as in-charge on financial statement audits, reviews, compilations and agreed-upon procedures for not-for-profits, closely held mid-size businesses and renewable energy clients. • Prepared individual, partnership and corporate Federal and State tax returns.
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Vajrapani Institute for Wisdom Culture
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Boulder Creek, CA
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Assistant Director
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Jul 2003 - Jul 2006
• Served as Operations Manager and Accountant. • Supervised seven staff members and managed volunteer program. • Implemented new accounting system using QuickBooks. • Prepared internal financial reports and annual budget. • Engaged in various account reconciliations, authorized disbursements and processed payroll. • Increased significantly the number of groups renting the Institute’s facilities. • Served as Operations Manager and Accountant. • Supervised seven staff members and managed volunteer program. • Implemented new accounting system using QuickBooks. • Prepared internal financial reports and annual budget. • Engaged in various account reconciliations, authorized disbursements and processed payroll. • Increased significantly the number of groups renting the Institute’s facilities.
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Education
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Golden Gate University
Master's Degree, Accounting -
San Francisco State University
Multiple Subjects Teaching Credential, Elementary Education and Teaching -
San Francisco Conservatory of Music
Bachelor of Arts (BA), Music, Music