Experienced audit professional prepared for senior leadership role. Strong focus on team collaboration and results. Skilled in risk management, financial analysis, and compliance. Reliable in adapting to changing needs and ensuring precision in audits.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Audit Manager
Miller Kaplan
03.2023 - 10.2025
Client base: Non-profit, Single Audit, Employee Benefit Plans
Responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing and coordinating engagement workflow.
Supervise staff and provide on-the-job training; review work papers and reports prepared by staff.
Joined small group of managers and partners in developing new staff training and follow-up training at six months; participated in live semi-annual training.
Senior Audit Manager
Eide Bailly, LLP
07.2020 - 02.2023
Client base: Non-profit, Single Audit, Employee Benefit Plans
Led comprehensive audit engagements, ensuring compliance with regulatory standards and organizational policies.
Mentored staff auditors, enhancing team capabilities and fostering professional development.
Senior Audit Manager
Lindquist, LLP
06.2017 - 07.2020
Responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing and coordinating engagement workflow.
Supervise staff and provide on-the-job training; review work papers and reports prepared by staff audit budgets and monitor progress throughout engagement.
Development and training of staff, including preparation and presentation of non-profit related bi-annual firm-wide live training
Senior Audit Manager
Macias, Gini & O’Connell LLP (MGO)
10.2016 - 03.2017
Client base: Non-profit, governmental – led large, multi-fund audits including City of Los Angeles, LAX, Los Angeles County
Responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing and coordinating engagement workflow.
Supervise staff and provide on-the-job training; review work papers and reports prepared by staff.
Senior Audit Manager
SingerLewak LLP
11.2015 - 10.2016
Client base: Non-profit, governmental – led large, multi-fund audits with significant endowments including The Music Center, California Science Center, Southern California Tennis Association
Responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing and coordinating engagement workflow.
Supervise staff and provide on-the-job training; review work papers and reports prepared by staff.
Senior Audit Manager
Pauly, Rogers and Co., CPAs
03.2010 - 10.2015
Responsible for all aspects of the audit process: proposal, budget, scheduling, assigning of staff and workpapers, preparation and review of financials and wrap up of audit file, audit presentation to governing bodies.
Established and maintain excellent relationships with principal team overseeing approximately 40 clients and $594K annual revenues.
In charge of team includes development and training of staff accountants.
Education
B.S. - Business Administration – Emphasis in Accounting
Southern Oregon University
Skills
Client service optimization
Risk analysis
Skilled in Non-profit, Employee Benefit Plans, and OMB A-133 Single Audit procedures
Compliance and internal control assessment and evaluation
Experienced with QuickBooks software
Strong proficiency in Excel
Affiliations
American Institute of Certified Public Accountants
California Society of CPAs
Association of Certified Fraud Examiners
Certification
Certified Public Accountant, October 2002, Oregon Board of Accountancy
Certified Public Accountant, September 2016, California Board of Accountancy
Certified Internal Auditor, November 2005 (inactive)
Certified Fraud Examiner, October 2007
Certified Municipal Auditor, Oregon, September 2009 (inactive)
Timeline
Senior Audit Manager
Miller Kaplan
03.2023 - 10.2025
Senior Audit Manager
Eide Bailly, LLP
07.2020 - 02.2023
Senior Audit Manager
Lindquist, LLP
06.2017 - 07.2020
Senior Audit Manager
Macias, Gini & O’Connell LLP (MGO)
10.2016 - 03.2017
Senior Audit Manager
SingerLewak LLP
11.2015 - 10.2016
Senior Audit Manager
Pauly, Rogers and Co., CPAs
03.2010 - 10.2015
B.S. - Business Administration – Emphasis in Accounting
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