SUMMARY:

• A highly dedicated accounting and financial professional, with extensive experience leading all facets of Confidential, Confidential, forensic and financial accounting, tax consulting and tax compliance engagements for public and private clients across diverse industries, generating millions of dollars in value.
• A trusted consultant and advisor with a proven track record of providing superior customer service and top quality client deliverables.
• A problem solver and manager with a demonstrated ability to assess and solve challenges independently, analyze and solve complex issues, develop strong working relationships and grasp new knowledge and concepts quickly.

SKILL:

• Excellent communicator with effective listening, verbal and writing skills
• Strong analytic thinker with exceptional problem solving skills
• Self motivated leader who can identify critical issues quickly, design and implement strategic solutions and effectively manage employees to meet goals and objectives
• Team player with a proven ability to build strong working relationships with clients and co - workers of all levels
• Seasoned professional with a strong work ethic, commitment to excellence and a high capacity for learning

PROFESSIONAL EXPERIENCE:

Confidential, Costa Mesa, CA

Valuation Manager

Responsibilities:

• Simultaneously plan, manage and maintain client relationships and multiple engagements for both public and private clients across diverse industries
• Demonstrate the ability to work independently to interface with client management, gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues
• Develop, train and mentor team members
• Prepare and analyze detailed financial models
• Responsible for quality control and the accuracy of client deliverables
• Cultivate and maintain positive, productive, and professional relationships with colleagues and clients
• Perform and/or supervise complex research projects and write professional-level reports, memorandums and/or complex business correspondence
• Familiar with GAAP, general ledger accounting, financial statement preparation, review and analysis, financial reporting requirements, preparation of budgets and forecasts and cost accounting
• Proficient in Excel, Word, PowerPoint, QuickBooks, e-mail and the internet

Confidential

Responsibilities:

• Perform analysis of the accounting, financial, tax and economic aspects of Confidential engagements, identify issues and provide recommendations where applicable.
• Manage, prepare and deliver business valuations for ESOP’s, mergers and acquisitions, tax and regulatory compliance, restructuring and reorganization, corporate and management planning and shareholder/legal disputes
• Review and/or prepare adequate consideration opinions and fairness opinions with respect to propose transactions involving changes in ownership.
• Examine and analyze financial statements, tax returns and other financial information, identify and make necessary normalization adjustments and review and/or prepare projections in the context of valuation engagements
• Perform reasonable compensation studies for tax and management purposes and prepare related reports
• Prepare financial models and write technical reports

Confidential

Responsibilities:

• Execute and complete litigation projects and Confidential services for a wide variety of industries
• Assist in the preparation of documentation and calculations required for civil matters involving financial damage calculations, shareholder disputes, fraud, embezzlement, contract disputes, tax controversy issues and other business related matters
• Provide consulting and support services to attorneys in regard to current and pending cases including assembly, maintenance and preparation of working papers in support of litigation
• Assist in identifying and quantifying potential areas of loss, determining relevant documentation necessary to dispel or support claims, identifying key case factors and evaluating depositions, interrogatories and opposing expert reports
• Prepare expert reports, including those required under the Federal Rules of Civil Procedure - Rule 26, for counsel in support of findings and opinions
• Give testimony in criminal matters in the Superior Court of California, Orange County division, in cases regarding alleged embezzlement and murder-for-hire, respectively

Confidential

Responsibilities:

• Conduct independent forensic examinations, evaluations and fraud analysis
• Apply accounting, auditing and investigative skills to assist in disputes involving financial issues and data and where there is a suspicion or allegation of fraud
• Examine and manage large amounts of documents, financial information and other data in a critical manner in order to draw conclusions, calculate values and identify irregular and/or suspicious patterns.
• Author reports summarizing results of forensic investigations and providing recommendations

Confidential

Responsibilities:

• Identify, develop and implement strategic, tactical and proactive tax planning, consulting, research and compliance strategies for clients and prospective clients
• Plan, perform and supervise a diverse client base including consolidated, single entity and closely-held c corporations, S corporations, LLCs/partnerships and high net worth individuals in various industries including manufacturing, retail, distribution, textile, service, real estate, transportation and communications
• Maintain, manage and coordinate all aspects of client relationships
• Assist with the review, analysis, research and resolution of domestic tax controversies
• Recruit, mentor, supervise and train managers, seniors, staff and interns.
• Work with the Internal Revenue Service and state taxing authorities on behalf of clients to resolve tax related issues and controversies
• Read, analyze and interpret financial information and legal document
• Conduct tax research and analysis and prepare professional level, formal reports, memoranda and/or correspondence documenting issues, rules, application and conclusions
• Instruct formal training courses at employer’s national training facility and in the local office

Confidential

Responsibilities:

• Report to the international tax manager of a fortune 50 telecommunications company to perform diverse international tax projects, research international tax issues and provide ad hoc consulting support
• Identify, research and analyze domestic and international tax issues
• Prepare historical, detailed earnings & profits, tax basis and gain/(loss) calculations
• Manage the Confidential . foreign tax reporting of approximately 100 foreign entities
• Prepare and review tax returns including Forms 5471, 8865, 8858, 8621, 8023, 8883, 8275, 8832, 926, TD F 90-22.1, 3115 and SS-4, and related work papers, supporting documentation and research prepared by staff and external accounting firm