Anna Volpe, Cpa Email & Phone Number

Chandler, Az, Us

Beverly Hills, Ca, Us

United States, Us

- Manage multiple audit clients weekly encompassing a variety of industries including commercial, retail, nonprofit, dealership, and investment.- Assisted as a member of the Employee Engagement task force, a subgroup of the Diversity, Equity, and Inclusion (DE&I) Council, to institute the company’s first Employee Resource Groups (ERGs)- Direct and supervise junior staff; providing industry knowledge, guidance regarding best practices, and opportunities for professional development

United States, Us

- Managed multiple audit clients weekly encompassing a variety of industries including nonprofits, school districts, colleges, and charter schools; engaging with 20 key clients annually- Coached, directed, and supervised junior staff; providing industry knowledge, guidance regarding best practices, and opportunities for professional development- Led and managed engagements with minimal supervision at planning, executing and reporting stages, and reporting significant audit matters to leadership- Experience with adhering to strict deadlines

Rancho Cucamonga, California, Us

Acquired by Eide Bailly in July 2019• Manage multiple audit clients weekly encompassing a variety of industries including nonprofits, school districts, colleges, and charter schools; engaging with 20 key clients annually• Coach, direct, and supervise junior staff; providing industry knowledge, guidance regarding best practices, and opportunities for professional development• Lead and manage engagements with minimal supervision at planning, executing and reporting stages, and reporting significant audit matters to leadership• Prepare tax returns for individuals, S Corps, and partnerships• Experience with audit requirements of the Federal government by performing specific procedures

Rancho Cucamonga, California, Us

• Adhered to compliance requirements & deadlines of the Federal & State governments • Provided courteous customer service and developed professional relationships with client management• Earned a merit award for excellence for achieving top performer status, independently running several audit engagements in first year of employment• Earned early promotion to senior by highly evaluated performance and client satisfaction

San Francisco, Ca, Us

• Processed accounts payable and accounts receivable invoices for payment for 20+ departments• Reconciled monthly vendor statements and related transactions• Managed daily deposit collected from cashier locations while maintaining strict internal control procedures

San Francisco, California, Us

• Mentored and trained new team members regarding position responsibilities, policies and procedural requirements, and provided guidance to coworkers• Researched and resolved from 20 to 50 customer fraudulent disputes daily while meeting federal government deadlines • Awarded a merit recognition for excellence as a top performers

Spokane Valley, Wa, Us

• Accountable for over $20K for customers and over $500K for branch• Audited cashiers checks, money orders, travelers checks and cash• Organized and filed hundreds of loan documents in preparation for federal audits • Developed a personal monetary system that eliminated errors for cash processing • Processed over 200 financial transactions daily while cross-selling banking services and products

Master'S Degree, Accounting

Accounting Courses

Ba In Business Administration, Major: Management Information Systems(Mis); Minor: Computer Applications

Business Administration, General