Orange County, CA | 925-998-1749 |





CohnReznick, LLP                                                                                                                                                       Los Angeles, CA

In-Charge Audit Associate                                                                                                                                            2019 – Present

·         Perform audit engagements of various clients, including privately held REITs and hotels. Collaborate with audit team and clients to perform financial statement audits.

·         Engage with management and other staff in the execution of audit clients. Apply critical real estate knowledge in the performance of equity method and master leased real estate entities. Determine significant components, if any per review of material financial benchmarks and applicable GAAP provisions.

·         Train and coach entry level associates on performance of substantive testing and applicable commercial real estate GAAP bylaws. Ensure that audit engagement team is competent and able to complete audit test work.


Hall & Company, CPAs                                                                                                                                                         Irvine, CA

In-Charge Audit Associate                                                                                                                                                2018 – 2019

·         Perform audit engagements of various clients, including SEC registrants, REITs, and privately held companies. Industry exposure in other sectors including healthcare, transportation, government, and property management. Manage binders of small to mid-cap entities with aggregate of revenues of $20M.

·         Collaborate with audit engagement team on real estate development projects with equity method construction in progress subsidies; coordinate with partner and manager to prepare quarterly disclosures of entity on parent level financial statements, and respective assessment and allocation of capitalized costs and asset impairment, which results in the delivery of timely SEC financial statements of parent company with appropriate equity method consolidation disclosures.

·         Engage with management and other staff in the execution of audit clients. Apply various analytical skills in preparation of key audit procedures including materiality, proposed adjusting entries, variance analytics, and proof of SEC filings (10-K & 10-Q) to ensure that client retention and profit realization remains above company projections.


Benjamin & Young, LLP                                                                                                                                                Anaheim, CA

Experienced Audit Staff                                                                                                                                                     2017 – 2018

·         Executed SEC 1933 and 1934 Act filings, including registration statements on Forms S-1. Assisted clients with reviewing SEC filings (10-K & 10-Q) to bolster timely delivery of financial statements in a fast growing audit practice.

·         Performed substantive audit testing on various balance sheet and income statement items such as cash, payables, inventory, equity method investments, depreciation and amortization, fixed asset acquisitions, intangible acquisitions, revenues, expenses including straight line rent, interest recalculations, and equity.

·         Prepared financial statements in accordance to SSARS 21 and gained exposure and experience in both issuer and non-issuer financial statement filers.





Saint Mary’s College of California                                                                                                                                Moraga, CA

Master of Accountancy                                                                                                                                                                    2016


San Francisco State University                                                                                                                             San Francisco, CA

Bachelor of Science in Business Administration, Concentration in Accounting                                                                2013


skills & Qualifications


·         CPA in Progress.

·         Software proficiencies in: ProSystems FX, Quickbooks, Salesforce, and Yardi.

·         Advanced in Microsoft Excel commands including VLOOKUP and PivotTables.


September 2016

Masters of Accountancy at Saint Mary's College of California

  • Updated 5 years ago

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