Jose Balderrama, Mpac Email & Phone Number

• Assist clients with accounting practices, month-end close process, adjustments, general ledger analysis and financial statement reporting.
• Recommend adjustments and resolutions to problems and advise clients with proper accounting treatment.
• Actively review and supervise staff work to provide meaningful recommendations and notes that promote learning and professional development.
• Foster growth, communication, and collaboration during audit team meetings that encourage solutions to client issues that are identified during audit process.
• Conduct financial audits in accordance with U.S. GAO, GAAS, and U.S. GAAP.
• Coordinate various audits and federal program risk assessment, planning documents, and internal control questionnaires.

• Assisted clients with accounting practices (investments, federal grant compliance, revenue, expenses, fixed assets, payables, receivables.)
• Prepared and organized audit work papers to document procedures performed and support the audit
• Conducted fluctuation analysis over balance sheet, revenue, and expense accounts to highlight potential audit risks
• Conducted financial audits in accordance with U.S. GAO, GAAS, and U.S. GAAP
• Assisted in preparation of various audit and federal program planning documents, risk assessment, and internal control questionnaires.
• Established positive working relationships with management and provide input on risks and controls while maintaining independence and objectivity

Student assistant operates as a liaison between professional and student staff. Assisting residence life professional staff by advising student councils, serving as a mentor/ resource for student leaders, and providing administrative support.

• Prepared tax returns for individuals; self-employment, Schedule C, K, E, F income, etc
• Reviewed and completed returns and entered data into tax software. Analyzed tax software data for any discrepancies.
• Organized and prepared confidential client tax documents by client information.

Arcata, California

Tutor students in Financial Accounting, Managerial Accounting, Principles of Economics, and Finite Mathematics.

Arcata, California, United States

Arcata, CA

Arcata, California

Kinesiology and Athletics Department

Master Of Professional Accountancy, Accounting

Bachelor’S Degree, Accounting