Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kyle Shatkin

Cotati,CA

Summary

Dynamic Assurance Senior with extensive experience at Moss Adams LLP and Baker Tilly US, excelling in audit management and risk assessment. Proven track record in enhancing client relationships and improving internal controls. Proficient in U.S. GAAP and data analytics, demonstrating strong leadership and effective communication skills to drive successful audit outcomes.

Overview

16
16
years of professional experience

Work History

Assurance Senior

Baker Tilly US (merged with Moss Adams June 2025)
Santa Rosa
06.2025 - Current
  • Lead audit engagements for clients, ensuring timely delivery of audit reports under PCAOB and AICPA standards across multiple sectors, including construction, real estate, manufacturing, food and beverage, and employee benefit plans.
  • Supervise, coach, and review the work of interns and audit staff, providing on-the-job training and formal evaluations.
  • Perform detailed risk assessments and tailor audit programs to specific client environments.
  • Analyze financial statements and disclosures to ensure compliance with IFRS and US GAAP.
  • Foster relationships with clients, improving communication, and reducing audit adjustments year over year.

Assurance Senior

Moss Adams LLP
Santa Rosa, CA
12.2024 - 06.2025
  • Lead audit engagements for clients in various industries, ensuring compliance with U.S. GAAP
  • Conducted risk assessments and determined the audit scope, objectives, and key areas of focus.
  • Oversaw and reviewed the work of staff, and provided guidance and mentorship.
  • Developed and maintained strong relationships with clients, providing recommendations on improving internal controls, and operational efficiency.
  • Prepared and reviewed financial statements, ensuring the accuracy and completeness of financial reporting.
  • Communicated audit findings to management, addressed complex issues, and recommended actionable solutions.
  • Performed substantive testing, data analytics, and review of client processing to identify and mitigate financial and operational risks.

Assurance Staff

Moss Adams LLP
Santa Rosa, CA
07.2022 - 12.2024
  • Assisted in planning and executing audits for clients across various industries, including manufacturing, food and beverage, construction, real estate, and financial.
  • Performed financial audits, including a review of financial statements, reconciliation of accounts, and assessments of internal controls.
  • Prepared and organized audit documentation, ensuring compliance with auditing standards and company policies.
  • Collaborated with clients to obtain necessary financial data, resolve discrepancies, and identify potential improvements in financial processes.
  • Contributed to the successful completion of audits on time and within budget.

Machinist

Advanced Pressure Technology
Napa, CA
03.2010 - 06.2022
  • Operated and maintained lathes and milling machines.
  • Reviewed drawings, blueprints, and samples to ensure accurate production.
  • Contributed to a team effort by accomplishing group-related tasks as needed.
  • Was responsible for training new employees on machining principles, procedures, and safety guidelines.
  • Assisted in internal audits, as well as yearly inventory activities.

Education

Bachelors of Science - Business Administration with a concentration in accounting

Sonoma State University
Rohnert Park, CA
12.2021

Associates of Science - Business Administration-Honors

Santa Rosa Junior College
Santa Rosa, CA
05.2019

Skills

  • Microsoft Excel
  • Power Query
  • VBA
  • Power Pivot
  • XLOOKUP
  • Pivot Tables
  • Microsoft Powerpoint
  • Power BI
  • US GAAP
  • Financial Reporting
  • ERP Systems
  • Netsuite
  • SAP
  • Leadership
  • Problem-solving
  • Multitasking Abilities
  • Decision-making
  • Time management
  • Attention to detail
  • Problem solving
  • Effective communication
  • Team leadership
  • Internal controls
  • Client relationship management
  • Data analytics
  • Financial reporting
  • Risk assessment
  • Audit management

Timeline

Assurance Senior

Baker Tilly US (merged with Moss Adams June 2025)
06.2025 - Current

Assurance Senior

Moss Adams LLP
12.2024 - 06.2025

Assurance Staff

Moss Adams LLP
07.2022 - 12.2024

Machinist

Advanced Pressure Technology
03.2010 - 06.2022

Bachelors of Science - Business Administration with a concentration in accounting

Sonoma State University

Associates of Science - Business Administration-Honors

Santa Rosa Junior College

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Kyle Shatkin