Daniel Werking
Santa Barbara,CA
Summary
Detail-oriented CPA candidate with 4+ years of audit experience on complex engagements and financial reporting across diverse for-profit and not-for-profit entities. Skilled in planning, analyzing, and reviewing engagements in collaboration with firm partners. Proficient in reconciliations, consolidations, adjusting journal entries, staff training, and managing multiple projects efficiently while ensuring GAAP compliance and professional standards. CTEC registered and actively pursuing CPA licensure (FAR passed), with full completion anticipated January 2026.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Audit Staff Accountant
Weworski & Associates
San Diego, CA
07.2020 - 06.2024
- Prepared high-level financial statements for both for-profit and not-for-profit entities, ensuring GAAP compliance
- Posted adjusting entries, audited bank reconciliations, and reviewed legal letters, tax provisions, and consolidations
- Planned audits directly with partners, conducted fieldwork, and led client communications
- Delegated and reviewed work of junior staff and interns; provided ongoing training and mentorship
- Utilized CHH ProSystem fx Engagement to manage audit binders and documentation workflows
Audit Intern
Weworski & Associates
San Diego, CA
08.2018 - 08.2020
- Supported fieldwork, internal control testing, and workpaper preparation for financial audits
- Assisted in organizing audit data, performing reconciliations, and preparing client-ready reports
Customer Service & Operations Roles
Various
Santa Barbara, California
01.2015 - 12.2017
- Valet Attendant (BlueStar Parking), Delivery Driver (Jimmy Johns), Courtesy Clerk (Vons)
- Gained early experience in client service, multitasking, and teamwork in fast-paced environments
Education
B.A. - Economics
University of California, San Diego
San Diego06.2020
A.A. - Business Administration, Economics, Math & Liberal Arts
Santa Barbara City College
Santa Barbara, CA01.2018
Skills
- Financial reporting and auditing
- Journal entries and reconciliations
- CCH ProSystem fx Engagement
- Microsoft Excel and Word
- Statistical analysis with Stata
- Client communication
- Leadership
Certification
- CPA Candidate - Passed FAR exam; remaining sections in progress - expected completion by Jan 2026
- CTEC Registered Tax Preparer - Active
Affiliations
- Music Production
- Events Coordination
- Basketball
Timeline
Audit Staff Accountant
Weworski & Associates
07.2020 - 06.2024
Audit Intern
Weworski & Associates
08.2018 - 08.2020
Customer Service & Operations Roles
Various
01.2015 - 12.2017
B.A. - Economics
University of California, San Diego
A.A. - Business Administration, Economics, Math & Liberal Arts
Santa Barbara City College
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