Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Juan Jimenez

San Bernardino,CA

Summary

Results-driven senior associate with several years of experience and a proven track record of success in project management, client relations, and team leadership. Adept at driving initiatives from conception to completion, while ensuring adherence to quality standards and timelines. Strong communicator with a talent for building and nurturing productive relationships.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Associate

CliftonLarsonAllen LLP
Ontario, CA
12.2020 - Current
  • Managed the day-to-day activities of audit engagements with private industry clients (mainly construction), from start to finish, including managing the budget, planning, fieldwork, directing staff, and completing financial statements, including related disclosures.
  • Reviewed client accounting, and proposed adjusting journal entries for any material errors found.
  • Developing and assessing the design and implementation of internal controls.
  • Preparing all necessary financial statements, related disclosures, and reportable condition correspondence letters.
  • Utilizing proactive and effective communication with staff, management, and clients to convey technical matters to both clients and management.
  • Prepared, supervised, and reviewed C corporation, S corporation, and partnership returns.
  • Partner with clients to provide customized tax advisory services, and work closely with other tax team members to identify and research complex tax issues.
  • Developed and trained team members to help them grow in their careers.

Education

Bachelor of Arts - Accounting

California State University San Bernardino
San Bernardino, CA
06-2018

Skills

  • Bookkeeping
  • Account reconciliation
  • Time management
  • Verbal communication
  • Microsoft Excel (VLOOKUP, pivot tables, etc)
  • Financial statement analysis

Certification

  • CPA - 150270

Languages

Spanish
Native/ Bilingual

Timeline

Senior Associate

CliftonLarsonAllen LLP
12.2020 - Current

Bachelor of Arts - Accounting

California State University San Bernardino

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Juan Jimenez