1115 Campbell St.
Oakland, CA 94607
M: (832) 235-6520


University of Houston, C.T. Bauer College of Business, Houston, Texas
Bachelor of Business Administration in Accounting – Summer 2009

Cumulative GPA: 3.4, Dean’s List: Fall 2004, Spring 2006, Summer 2008


Real Estate Broker Assistant
Outstanding Investment Co, May 2017 – November 2017

• Booking house showings between buyers and selling agents
• Assisting with mortgage loan origination process
• Maintaining and organizing client files
• Ad hoc projects as needed

Account Systems Analyst
State Compensation Insurance Fund, August 2016 – February 2017

• Performed month-end close reconciliation of investment activity
• Presenting operational trends at monthly department meetings
• Revising department’s policies and procedures
• Reviewing agreements of advances to ensure accurate schedules

Staff Auditor
M&K CPAs, PLLC, November 2014 – August 2016

• Performing annual audit & quarterly review engagements of private/publicly traded companies
• Revising financial statement drafts / disclosures before official company filings
• Identifying trends and testing rollforwards and aging schedules
• Calculation of financial ratios to determine reasonableness of accounts
• Recalculation of company’s earnings per share, deferred tax asset, & interest on notes
• Creating trial balances and aging schedules from clients’ Quickbooks

Staff Accountant
Carriage Services, December 2012 – November 2014

• Performed month-end close function for 18 field locations
• Monthly expense variance analysis for all regions
• Reconciled intercompany accounts between all field locations
• Created journal entries with general ledger support
• Utilized pivot tables, V-lookups within Microsoft Excel as necessary