Kimberly Cao, Cpa Email & Phone Number

San Francisco, California, Us

San Francisco, Ca, Us

DocuSign helps organizations connect and automate how they prepare, sign, act-on, and manage agreements. As part of our cloud-based System of Agreement Platform, DocuSign offers eSignature—the world’s #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, more than 425,000 customers and hundreds of millions of users in over 180 countries use DocuSign to accelerate the process of doing business and to simplify people’s lives.

San Francisco, Ca, Us

Engagement / Project Management• Plan and execute attestation engagements for clients with total revenues over $1 billion in accordance with GAAS, PCAOB and AIPCA auditing standards• Manage teams of 4 to 10+ people from engagement inception to final deliverableInternal Controls • Obtain a comprehensive understanding of clients, control environments, and key business cycles to identify risk areas or threats and determine appropriate audit procedures; evaluated COSO components and SOX compliance • Assess clients’ compliance with internal controls and policies through walkthroughs and testing of controls and effectively communicated with key client personnel while maintaining relationships• Identify findings, deficiencies, and weaknesses in controls and articulated suggestions to improve effectiveness of internal controls, mitigate risk, and optimize efficiencies in the accounting processesAuditing and Analysis• Plan engagements using a risk-based approach identifying low, moderate and high financial risk areas • Evaluate clients’ compliance with financial reporting requirements, covenants from financial institutions, and regulations from external agencies (i.e. FINRA, SEC)• Research accounting concepts and propose resolutions for correct treatment of accounting issues under GAAP and IFRS reporting frameworks; also adhered to AASB for a couple months• Analyze trends in client financial data using Excel, ActiveData, and TeamMate Analytics and investigated variances• Exercise critical thinking for analytics; apply performance metrics, ratios, profit and loss assessment, trend analysesTeam Development• Train staff about audit processes, support staff by providing regular feedback, and nurture a collaborative team environment• Prepare and led training courses for staff in basic accounting, auditing, and best practices for CPE credit• Serve as coach to 4 assurance staff and provided career guidance, technical help, and CPA exam/licensure mentorship

San Francisco, Ca, Us

San Francisco, Ca, Us

• Perform audits and review engagements for a variety of clients, with an emphasis on retail and nonprofit clients• Work with key client personnel to obtain an understanding of business operations, processes, and maintain client relationships• Perform substantive tests to identify and resolve accounting or reporting issues• Assist in the preparation of financial statements and apply areas of GAAP• Provide input to team’s management for suggestions to improve client internal controls and accounting procedures• Exercise professional skepticism in collecting, evaluating, and analyzing client information.

San Francisco, Ca, Us

• Developed an understanding of the BPM audit approach and tools• Assisted teams in performing audits and review engagements, with an emphasis on retail and nonprofit clients• Performed substantive tests to identify and resolve accounting or reporting issues• Assisted in the preparation of financial statements and applied areas of GAAP• Provided input to team’s management for suggestions to improve client internal controls and accounting procedures

• Maintained work-study position to help finance my education when I was a student• Revamped organization website to include more resources for students and alumni to generate additional online traffic• Coordinated programming to serve the academic and personal needs of Asian Pacific American students on campus• Led a team of 23 in hosting a formal event with Asian Pacific American speakers and performers for 300+ attendees

San Francisco, Ca, Us

• Assisted engagement teams in performing audits and review engagements• Documented work completed by preparing workpapers• Performed substantive tests to identify and resolve accounting or reporting issues

Bachelor Of Science (B.S.), Business Administration

Bachelor Of Arts (B.A.), Media Studies

Certificate Of Advanced Accounting Proficiency