Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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Joseph "Joey" Kennedy

San Jose,CA

Summary

Highly motivated CPA in the Bay Area with over 10 years of experience in U.S. GAAP public accounting. Managed diverse clientele and oversaw 40 client relationships. Proven track record in business development having generated over $250k in new business. Passionate about delivering quality client service and fostering a positive and energizing team culture.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Assurance Manager

CliftonLarsonAllen LLP
01.2017 - Current
    • Conducted comprehensive GAAP audits
    • Applied ASC 606 and 842 including financial reporting
    • Strong attention to key internal controls, leading to the identification and guidance to rectification of deficiencies ranging from recommendations to material weaknesses
    • Managed client relationships and engagement logistics, overseeing scheduling, staffing, and budgeting to optimize audit processes and client satisfaction
    • Conducted comprehensive reviews of internal controls, ensuring compliance with company policies and procedures.
    • Mentored Associate and Senior auditors to foster professional growth and development within the team.
    • Implemented new software tools to enhance data analysis capabilities, improving overall audit effectiveness.
    • Demonstrated flexibility in managing diverse projects simultaneously while maintaining a high level of professionalism under pressure situations.

Assurance Intern to Supervisor

BPM LLP
01.2013 - 01.2017
  • Managed audit and review engagements for private clients across various industries, including technology, agriculture, education, and leisure, with revenues up to $1 billion
  • Developed expertise in non-profit audits, working with organizations such as residential associations and after-school programs to ensure GAAS compliance
  • Played a key role in auditing related party transactions and business combinations for a major corporation, enhancing transparency and financial integrity

Education

B.S. - Business Administration-Accounting

San Jose State University
San Jose, CA
01.2012

Skills

  • US GAAP and US GAAS
  • Technical Accounting Research, Writing and Training
  • Microsoft Suite, Workday, TeamMate Analytics
  • Customer Relations and Project Management
  • Team Leadership, Coaching and Mentoring Staff
  • Financial and Data Analysis
  • Account Receivable, Accounts Payable and Cash Reconciliation
  • Financial Statement Preparation
  • Risk Assessment
  • General ledger review

Certification

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

Timeline

Assurance Manager

CliftonLarsonAllen LLP
01.2017 - Current

Assurance Intern to Supervisor

BPM LLP
01.2013 - 01.2017

B.S. - Business Administration-Accounting

San Jose State University

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Joseph "Joey" Kennedy