Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Cheryl Borella

Cheryl Borella

Burlingame,CA

Summary

Dynamic leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Supervisory Management and Program Analyst

Internal Revenue Service, IRS
12.2024 - Current
  • Facilitated effective communication between team members, fostering a positive work environment conducive to collaboration.
  • Monitored program performance against established benchmarks, taking corrective action as needed to realign with desired outcomes.
  • Developed detailed project plans outlining tasks, timelines, dependencies, and resource requirements for successful execution of complex initiatives.
  • Led change management initiatives to ensure smooth transitions during periods of organizational growth or restructuring.

Internal Revenue Agent

Internal Revenue Service
09.2008 - 12.2024
  • Acted as a group manager from January through December 2022, managed group inventory, developed new agents and assisted subject matter experts.
  • Improved departmental knowledge by staying up-to-date on changing tax regulations and sharing updates with colleagues.
  • Increased voluntary compliance among taxpayers by delivering educational presentations on various taxation topics.
  • Supported the development of internal policies by providing expert input on taxation matters in meetings and discussions.
  • Provided technical training to new Internal Revenue Agents that included best practices and procedures for efficient examinations.
  • Identified potential areas of non-compliance by analyzing financial statements and related documents.
  • Conducted field visits to gather critical information needed for accurate tax assessments.

In-Charge Accountant, Audit and Assurance Services

Grant Thornton LLP
10.2005 - 09.2008
  • Served as in-charge accountant on audits of various organizations including SEC registered public companies.
  • Responsible for preparing audit budget, organizing and scheduling audit engagements with international subsidiaries, reviewing all workpapers prepared by staff, discussions with clients concerning audit adjustments, updating audit partners on audit status, and training audit staff.
  • Planned audits of large public companies by establishing overall audit strategy including planning risk assessment procedures and responses to the risks of material misstatement.
  • Responsible for integrating the financial statement and internal control audits.

Staff Auditor

Lindquist LLP
09.2004 - 10.2005
  • Staff auditor on engagements of single and multi-employer benefit plans, including defined benefit, defined contribution and health and welfare plans with net assets ranging from several million to over half a billion dollars.
  • Reviewed and analyzed client's internal controls and operational processes and proposed formal management recommendations related to each area for improvement.
  • Assisted in the preparation of financial statements and note disclosures in accordance with U.S. GAAP.
  • Experience with ERISA financial statement reporting requirements and regulations.
  • Prepared tax filings for employee benefit plans and other not for profit organizations, such as the Form 5500 and Form 990.

Education

Bachelor of Science - Accounting And French

Saint Mary's College of California
Moraga, CA
05-2004

Skills

  • Leadership skills
  • Strategic planning
  • Business process improvement
  • Risk assessments
  • Organizational skills
  • Excellent communication
  • Teamwork and collaboration
  • Problem-solving abilities
  • Auditing techniques
  • Data interpretation
  • Accounting principles
  • Tax law expertise

Certification

  • Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA).

Languages

French
Limited Working

Timeline

Supervisory Management and Program Analyst

Internal Revenue Service, IRS
12.2024 - Current

Internal Revenue Agent

Internal Revenue Service
09.2008 - 12.2024

In-Charge Accountant, Audit and Assurance Services

Grant Thornton LLP
10.2005 - 09.2008

Staff Auditor

Lindquist LLP
09.2004 - 10.2005
  • Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA).

Bachelor of Science - Accounting And French

Saint Mary's College of California
Cheryl Borella