Jeanne K. Villaon
Orange County,,CA
Summary
Highly-skilled Supervising Senior Auditor with comprehensive experience in conducting financial and operational audits. Strong leadership skills, adept at supervising audit teams for maximum efficiency and accuracy. Known for thorough analysis and interpretation of complex financial data. Proven ability to make valuable recommendations for improved internal controls and risk management, leading to enhanced organizational profitability and integrity.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Supervising Senior
Petrinovich Pugh & Co., LLP
San Jose, CA
11.2023 - Current
- Lead and supervise audit, review, and compilation engagements for a diverse range of entities, including country clubs, nonprofits, construction, technology, and real estate.
- Provide support to clients during month-end closing processes by assisting with journal entry adjustments for accurate financial statements and records.
- Manage smaller teams, providing mentorship and training to junior staff, enhancing team performance, and ensuring project deadlines are met.
- Collaborate directly with clients to address complex accounting issues, such as closing out fixed assets and implementing ASC 842 lease accounting standards, improving their financial management practices.
- Enhanced the quality and accuracy of clients' financial statements by consistently adhering to GAAP guidelines.
Assurance Supervisor
RSM US LLP
Irvine , CA
01.2019 - 10.2023
- Managed all aspects of audit engagements, including staff supervision, instruction and scheduling, resulting in streamlined resource allocation and successful achievement of financial objectives for each engagement.
- Built strong client relationships while effectively addressing complex accounting issues in a timely manner.
- Assisted clients with ASC 606 revenue recognition, ensuring compliance and accurate financial reporting in line with current standards.
- Developed and implemented audit plans for various clients, including nonprofits and privately-owned companies, providing strategic insights and recommendations to enhance financial performance.
- Led teams in executing audits, reviews, and compilations, ensuring adherence to GAAP standards and delivering high-quality financial statements.
Senior Auditor
Yh Advisors
Huntington Beach, CA
05.2018 - 12.2018
- Specialized in nonprofit accounting and auditing, conducting risk assessments and ensuring compliance with donor dependency and programmatic requirements.
- Managed grant revenue and grant agreements, ensuring strict adherence to donor restrictions and facilitating effective fund utilization.
- Analyzed financial statements and audit findings to provide strategic recommendations for operational improvements.
- Researched and analyzed complex financial statements and audit issues, preparing detailed audit memos and providing strategic recommendations for operational improvements.
- Collaborated with client management to address challenging accounting issues and optimize financial reporting processes.
Staff Auditor
Davis Farr LLP
Irvine, CA
01.2017 - 05.2018
- Conducted nonprofit audits and federal audits in accordance with GAS Yellow Book standards, ensuring compliance with regulatory requirements.
- Managed confirmation processes, facilitating communication between clients and external parties to verify financial information.
- Prepared client lists and organized documentation, ensuring efficient and timely completion of audit engagements.
- Drafted comprehensive financial statement reports, synthesized audit findings and financial data to support client reporting.
- Utilized electronic databases and CaseWare software to research and analyze complex financial statement and audit issues, enhancing audit efficiency and accuracy.
Education
Bachelor of Science - Accounting
California State University of Long Beach
Skills
- Risk Assessment
- Data Analytics
- Accounting Principles
- GAAP principles
- Internal Controls
- Risk mitigation strategies
- Regulatory Compliance
- Account Reconciliation
- GAAP proficiency
- Staff Oversight
- Financial statement preparation
- Bank Reconciliation
- Audit Support
- Financial Reporting
Certification
Certified Public Accountant (CPA) - Passed 2 out of 4 parts of the CPA Exam, Scheduled remaining parts to pass by June 2025
Timeline
Supervising Senior
Petrinovich Pugh & Co., LLP
11.2023 - Current
Assurance Supervisor
RSM US LLP
01.2019 - 10.2023
Senior Auditor
Yh Advisors
05.2018 - 12.2018
Staff Auditor
Davis Farr LLP
01.2017 - 05.2018
Bachelor of Science - Accounting
California State University of Long Beach
Certified Public Accountant (CPA) - Passed 2 out of 4 parts of the CPA Exam, Scheduled remaining parts to pass by June 2025
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