Moises Moreno

Moises Moreno Email and Phone Number

Assistant Manager Compliance @ Calibre CPA Group, PLLC
Los Angeles, CA, US
Moises Moreno's Location
Los Angeles Metropolitan Area, United States
Moises Moreno's Contact Details

Moises Moreno work email

Moises Moreno personal email

n/a
About Moises Moreno

Moises Moreno is a Assistant Manager Compliance at Calibre CPA Group, PLLC. He possess expertise in customer service, teamwork, project planning, inventory control, finance and 16 more skills.

Moises Moreno's Current Company Details
Calibre CPA Group, PLLC

Calibre Cpa Group, Pllc

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Assistant Manager Compliance
Los Angeles, CA, US
Website:
calibrecpa.com
Employees:
237
Moises Moreno Work Experience Details
  • Calibre Cpa Group, Pllc
    Assistant Manager Compliance
    Calibre Cpa Group, Pllc
    Los Angeles, Ca, Us
  • Withum
    Senior Payroll Auditor
    Withum Mar 2024 - Present
    United States
    • Lead comprehensive payroll audit testing for union pension plans, health and welfare, annuity, and 401(k) accounts, ensuring full compliance with multi-jurisdictional collective bargaining agreements.• Implement a range of procedures, including payroll, timecard, source and gross, and classification testing, to ensure strict adherence to collective bargaining agreement terms.
  • Eide Bailly Llp
    Payroll Compliance Analyst
    Eide Bailly Llp Jan 2022 - Mar 2024
    Rancho Cucamonga, California, United States
    • Conduct payroll data audits and analyses with a focus on precision and adherence to multi-jurisdictional compliance standards.• Perform various procedures to determine a client’s compliance with collective bargaining agreements that relate to their employee benefits.• Lead comprehensive training sessions for junior auditor, covering key audit methodologies, risk assessment techniques, and industry-specific regulations, resulting in a significant improvement in their audit proficiency… Show more • Conduct payroll data audits and analyses with a focus on precision and adherence to multi-jurisdictional compliance standards.• Perform various procedures to determine a client’s compliance with collective bargaining agreements that relate to their employee benefits.• Lead comprehensive training sessions for junior auditor, covering key audit methodologies, risk assessment techniques, and industry-specific regulations, resulting in a significant improvement in their audit proficiency and efficiency. Show less
  • Morgan Stanley
    Wealth Management Account Associate
    Morgan Stanley Nov 2020 - Dec 2021
    • Research and resolve problems with both internal and external clients accurately.• Ability to handle a high volume of requests including money-movement and account updates in a fast-paced environment.• Provide support to management by developing various pivot tables to track overall daily, weekly, and monthly team performance.• Provide world-class customer service to both internal and external clients in all interactions, striving to exceed client expectations.
  • Ucr Extension
    Student Assistant
    Ucr Extension Apr 2018 - Jun 2020
    Riverside, California
    • Perform and manage copy requests for 30 Instructors, 12 departments, and a large number of students and staff. • Facilitate department’s billing process on a monthly basis totaling an average of $7000 – $9000 per month.• Keep and maintain inventory control throughout the month with a budget averaging $900 per month. • Introduced a new method of billing, which resulted in a 25% decrease in the completion time of the billing process. • Created partnerships with on-campus… Show more • Perform and manage copy requests for 30 Instructors, 12 departments, and a large number of students and staff. • Facilitate department’s billing process on a monthly basis totaling an average of $7000 – $9000 per month.• Keep and maintain inventory control throughout the month with a budget averaging $900 per month. • Introduced a new method of billing, which resulted in a 25% decrease in the completion time of the billing process. • Created partnerships with on-campus organizations to increase overall printing sales. Show less
  • Sigma Phi Epsilon California Beta Gamma
    Standards Board
    Sigma Phi Epsilon California Beta Gamma Sep 2018 - Dec 2018
    Riverside, California
    • Reviewed, assessed, and altered current risk management practices for events held. • Upheld chapter standards by implementing the proper guidelines.
  • University Of California, Riverside
    Restaurant Cashier @ The Barn
    University Of California, Riverside Sep 2016 - Apr 2018
    Riverside, California
    • Promoted from runner to the position of a cashier owing to the demonstration of excellent cash handling insight brought on by substituting for the job.• Increased sales by up-selling activities at the cash counter.• Monitored cash limits and ensured quality customer service at all times. • Accurately entered orders into a Point of Sale (POS) system and processed payments. • Rapidly and accurately provided service for our nearly 100 daily customers. • Trained three junior… Show more • Promoted from runner to the position of a cashier owing to the demonstration of excellent cash handling insight brought on by substituting for the job.• Increased sales by up-selling activities at the cash counter.• Monitored cash limits and ensured quality customer service at all times. • Accurately entered orders into a Point of Sale (POS) system and processed payments. • Rapidly and accurately provided service for our nearly 100 daily customers. • Trained three junior cashiers. Show less

Moises Moreno Skills

Customer Service Teamwork Project Planning Inventory Control Finance Data Analysis Microsoft Office Time Management Business Administration Visual Analytics Money Management Analytics Microsoft Excel Microsoft Word Microsoft Powerpoint Tableau Public Speaking Spanish Personal Finance Billing Process Personal Financial Planning

Moises Moreno Education Details

Frequently Asked Questions about Moises Moreno

What company does Moises Moreno work for?

Moises Moreno works for Calibre Cpa Group, Pllc

What is Moises Moreno's role at the current company?

Moises Moreno's current role is Assistant Manager Compliance.

What is Moises Moreno's email address?

Moises Moreno's email address is mm****@****lly.com

What schools did Moises Moreno attend?

Moises Moreno attended University Of California, Riverside.

What skills is Moises Moreno known for?

Moises Moreno has skills like Customer Service, Teamwork, Project Planning, Inventory Control, Finance, Data Analysis, Microsoft Office, Time Management, Business Administration, Visual Analytics, Money Management, Analytics.

Who are Moises Moreno's colleagues?

Moises Moreno's colleagues are Shannon Burk, Dawn Young, Yolanda Duke, Kari Maisonet, Terri Wilkus, Justin Rogers, Joe Dugan.

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