Financial professional who offers strategic and tactical financial expertise while providing clients with sound guidance in tax planning and management processes. Recognized for technical and leadership skills, sound judgment, and the ability to translate complex information into meaningful terms. Certified Public Accountant.
Areas of Expertise
√Streamlined accounts payable for 15 partnerships and a corporation
√Financial audit management of credit unions and small businesses
√Cost Accounting for construction projects related to subcontractors
√Performed cost benefit analysis for clients to justify fees related to R&D tax credit studies
√Established budgets for $1.0M on projects/engagements
Generally Accepted Accounting Principles
·Review & audit financial statements and journal entries to ensure compliance with GAAP reporting.
·Create journal entries for recognizing revenue and accrual of expenses for division of large corporation for consolidated reporting.
Compliance & Reporting
·Prepare monthly, quarterly and annual financial reports for partnerships and corporation.
·Determined applicability of federal and state tax regulations for corporations.
·Lead 4-5 on-going $50,000 - $100,000 projects with 1-2 staff members per project and achieved the goal of 55% profitability on each project.
·Coached and mentored staff and seniors in developing their technical skills for the R&D tax credit, which led to promotion for each person.
Interpersonal & Communication Skills
·Work well with all levels of clients from CFOs down to tax associates.
·Present complicated tax regulations to non-accounting individuals to ensure company is meeting the appropriate requirements to qualify for tax deductions and credits.
Deloitte Tax, LLP, Los Angeles, CA2007–Present
Challenge: Increase Deloitte Tax’s presence in the middle market business segment of the R&D tax credit world by reducing the costs associated with performing R&D tax credit study and providing a robust deliverable for use during audits by taxing authorities.
Action: Streamlined the budget, automated processes and developed staffrequired to complete an R&D study in a more timely manner.
Result: Increased Deloitte Tax’s revenue in the middle market by approximately 25%.
RSM McGladrey, Pasadena, CA 2005-2007
Challenge: Dealing with smaller clients not willing to spend the necessary fees to get a high quality product to present to the federal and state taxing authorities to sustain the R&D tax credit
Action: Presented to clients benefits of the R&D analysis and the outstanding ROI of anywhere between 300% – 700%
Result: Increased the gross revenues from the R&D practice by about $300,000 per year.
PricewaterhouseCoopers, LLP, Los Angeles, CA 2001–2005
Manager (2002–2005) Rapid promotion to Manager (1.5 years vs. 3-4 years).
Senior Associate (2001–2002) Hired to support the R&D Tax Credit Practice.
Challenge: Recruit tax associates and support staffand lead a team with little experience in the R&D tax credit world.
Action: Since new to the code section, became familiar with the applicable laws and collaborated with experienced staff members to gain insight into the process necessary to complete projects.
Result: Within five months of joining the firm lead a large engagement/project with multiple staff members and providedpositive results on a project for a large pharmaceutical client that generated $1.6M in fees for the firm.
Early Career History: Biggs & Co., Staff Accountant, 1999–2001; Hawthorne Savings, FSB, Project Accountant, 1997–1999; Kaufman and Broad Multi-Housing, Inc., Senior Accountant, 1995–1997; Kaufman and Broad Coastal Valleys, Inc., Cost Accountant, 1994–1995; PriceWaterhouse, LLP, General Manager, 1992–1993.