$100,000

San Diego CPA #111125

San Diego, CA

Accounting

13 years

11/11/2025


Profile

CPA with over a decade of experience in financial reporting, audits, budgeting, and system integration. Known for streamlining complex reporting processes and enhancing data accuracy through system automation. Strong record of partnering with leadership to improve transparency, compliance, and operational efficiency across accounting functions.

Career Highlight 1: Led the year end audit and financial reporting process for multiple entities, partnering with external auditors to ensure accuracy, timeliness, and full GAAP compliance. Revamped budgeting and reporting workflows using Spreadsheet Server, reducing manual work and improving the accuracy and turnaround time of financial reports.

Career Highlight 2: Strengthened treasury management and loan covenant reporting, improving cash flow oversight and financial compliance for a real estate portfolio exceeding $1B in assets.

Why Hire This Candidate (In Their Own Words): I’m a results driven CPA who thrives on bringing clarity and efficiency to complex accounting environments. I enjoy improving reporting accuracy and collaborating with cross-functional teams to deliver meaningful financial insights that support leadership decisions.

Strengths: (1) big picture perspective, (2) accounting fundamentals, (3) problem solving analysis, (4) professional drive/likes a challenge

Hobbies & Personal Interests: Enjoys spending time outdoors with pet German Shepherd, reading, and volunteering with the American Heart Association.

Credentials: CPA

Industry Experience: Public Accounting, Real Estate

Company Fit: Medium

Management Experience: 1.5 years of management experience with 4 direct reports

Software Experience: Yardi, JD Edwards, MRI

Open To: Hybrid, Remote

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