Mashal Wasimi, CPA
San Diego,CA
Summary
Resourceful Financial Analyst with progressive financial industry experience across auditing, financial controls, budgeting, accounting and tax specialties. Strong leader with excellent motivation and communication skills to build and manage high-performing teams.
Overview
7
7
years of professional experience
Work History
Senior Financial Analyst
Qualcomm
San Diego , CA
04.2024 - Current
- Analyzed financial data to identify trends, discrepancies, and opportunities for improvement.
- Identified cost-saving strategies to maximize profitability and reduce expenses.
- Conducted thorough reviews of monthly financial statements to ensure accuracy in budgeting and forecasting.
- Created detailed reports summarizing financial performance metrics for senior management review.
- Collaborated with cross-functional teams to develop annual operating budgets and long-term strategic plans.
- Reviewed contracts between vendors and suppliers ensuring compliance with company policy and regulations.
- Implemented new methodology of technology allocation spend across business units to ensure accuracy of research and development spend.
- Presented monthly and quarterly reviews of financial statements to senior management.
Assurance Associate
EY
San Diego, CA
07.2022 - 04.2024
- Assisted clients in the adoption of ASC 842 and testing procedures over lease accounts
- Experience in revenue recognition and testing ASC 606 with public filers
- Evaluated and tested all aspects of equity for audit clients including Stock Based Compensation, Standby Equity Purchase Agreements, and Repurchase of Common Stock
- Review SEC registered client's 10-K, 10-Q, S-1, & S-3 Registration Statements
- Reviewed Accounting Implications of DeSpac Transaction
- Evaluated and documented deficiencies in internal controls and misstatements for PCAOB audits
- Technical analysis of complex transactions including embedded derivatives, private warrants, revolving loans, and convertible debentures
- Evaluated reasonableness of private warrant, convertible debenture, embedded derivative, and private company share price valuations
- Identify and communicated accounting, finance, and auditing issues to executives, seniors, and finance managers
- Performed analytical procedures and analyses to detect unusual financial relationships
- Performed journal entry testing and data analytics for PCAOB & AICPA audits
- Developed testing strategies for accrued payroll, prepaids, and clinical accruals
- Client Industries - Biotech, Real Estate, and Technology
Assurance Intern
EY
San Diego, CA
06.2021 - 08.2021
- Conducted financial risk assessments and collaborated with colleagues on the constant improvement of existing analysis procedures
- Assisted in audit planning, documented all audit procedures, and stayed up-to-date with current laws and regulations
- Performed proper control testing and documentation of inquiry with clients
Tax Intern
Baker Tilly
San Diego, CA
01.2021 - 04.2021
- Prepare tax returns for individuals, corporations, and trusts
- Provide projections of future tax liabilities
- Support professional tax preparers and assist with general office duties
- Utilized Excel spreadsheets to calculate financial data and create reports for senior management
- Collaborated with accounting team members to ensure proper reporting of income, deductions, credits and payments
Tax Intern
Lauer, Georgatos, Covel, Devine, & Feiles
San Diego, CA
02.2020 - 05.2020
- Prepare tax returns for individuals, corporations, and trusts
- Provide projections of future tax liabilities
- Support professional tax preparers and assist with general office duties
- Advised clients on strategies for minimizing their overall tax liability while staying compliant with IRS regulations
Manager
Flamin' Pho & Sushi Bar
San Diego, CA
01.2018 - 01.2020
- Assist in training, supervising employees
- Schedule staff and coordinate workloads
- Prepare actual v
- Budget to analyze performance and provide insight for decision making
Education
Masters of Science - Accounting - Financial Reporting
San Diego State University
San Diego, CA05.2022
Bachelors of Science - Accounting
San Diego State University
San Diego, CA05.2021
Skills
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Tableau
- TM1 Planning
- Prosystems CCH Axcess
- Detail Oriented
- Effective at Multitasking
- Strong Analytical Skills
- Problem Solving Skills
- Excellent Written Communication
- Excellent Verbal Communication
- Critical Thinking
- Project Management
- Research
- Analysis
Licenses
Certified Public Accountant - CPA
License #: 154506
November 2023 - April 2025
Languages
English
Native/ Bilingual
Pashto
Professional
Timeline
Senior Financial Analyst
Qualcomm
04.2024 - Current
Assurance Associate
EY
07.2022 - 04.2024
Assurance Intern
EY
06.2021 - 08.2021
Tax Intern
Baker Tilly
01.2021 - 04.2021
Tax Intern
Lauer, Georgatos, Covel, Devine, & Feiles
02.2020 - 05.2020
Manager
Flamin' Pho & Sushi Bar
01.2018 - 01.2020
Masters of Science - Accounting - Financial Reporting
San Diego State University
Bachelors of Science - Accounting
San Diego State University
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