➥I am a driven and passionate executive with more than 28 years of auditing and financial experience in diverse and ever-changing environments. Additionally, I demonstrate a proven track record of success in auditing, accounting, and financial reporting strategies for middle market, privately held companies in manufacturing, retail, consumer products, and food & beverage industries in highly competitive landscapes.➥My background includes providing best practice recommendations in U.S. GAAP reporting and internal controls championing the organizational mission and goals. Additionally, I execute on challenges and maintain a forward-thinking, entrepreneurial mindset aligned with the enterprise vision.➥I am a results-driven professional, building powerful teams and relationships, establishing clearly defined expectations, communicating vision, and monitoring performance to maximize effectiveness. ☛ Key Skills ☚ ✦ GAAS ✦ U.S. GAAP ✦ Retail & Consumer Products ✦ Employee Benefit Plans/ERISA✦ Financial Reporting✦ Financial Consultant ✦ Campus Recruiting✦ Training✦ Revenue Recognition
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Fractional CfoMtk Solutions, Inc.United States
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Executive Assurance Services Leader: Manufacturing And Consumer Products, California And NationwideMoss Adams Jan 2024 - PresentSilicon Valley, California, United StatesAs the primary client service contact, I excel in building and maintaining strong client relationships while leading high-performing audit teams to successfully execute audit, reviews and compilation engagements. I am committed to delivering exceptional results, driving excellence in accurate and timely financial reporting, and ensuring compliance with regulatory standards. Let's connect and explore opportunities for value-added collaboration while ensuring your external financial reporting… Show more As the primary client service contact, I excel in building and maintaining strong client relationships while leading high-performing audit teams to successfully execute audit, reviews and compilation engagements. I am committed to delivering exceptional results, driving excellence in accurate and timely financial reporting, and ensuring compliance with regulatory standards. Let's connect and explore opportunities for value-added collaboration while ensuring your external financial reporting deliverables are provided in an organized, streamlined manner with proactive communication throughout the process. Show less -
Fractional CfoMtk Solutions, Inc. Jan 2021 - Dec 2023California, United StatesHere, I successfully performed in a pivotal executive position providing best-in-class accounting services and solutions to middle market, privately held companies in diverse industries including manufacturing, food and beverage, cannabis and hemp, and non-profits. Additionally, I championed monthly financial reporting and serve as a liaison between enterprises and external audit firms.➥Leveraged deep audit knowledge to promptly comprehend financial processes and risk management… Show more Here, I successfully performed in a pivotal executive position providing best-in-class accounting services and solutions to middle market, privately held companies in diverse industries including manufacturing, food and beverage, cannabis and hemp, and non-profits. Additionally, I championed monthly financial reporting and serve as a liaison between enterprises and external audit firms.➥Leveraged deep audit knowledge to promptly comprehend financial processes and risk management practices of an organization, created roadmaps, and provided accurate and timely financial reporting.➥Championed the financial position of the company by developing and implementing robust financial plans to propel organizational goals.➥Consistently collaborated with clients to gain an understand of business goals, identify gaps in internal controls, and provided outstanding recommendations to drive improvements. Show less
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Partner, Audit And Assurance ServicesArmanino Llp Jan 2011 - Jun 2020San Francisco Bay AreaI served as a Partner in the audit department driving the future of the audit and assurance services to gain high recognition throughout the nation. Additionally, I forged strategic client relationships, managed financial statement audits, and functioned as the key decision-maker for all projects.➥Performed as the ambassador of the organization to build and nurture client relationships, collaborate with C-Suite executives and the Board of Directors, and manage complex business… Show more I served as a Partner in the audit department driving the future of the audit and assurance services to gain high recognition throughout the nation. Additionally, I forged strategic client relationships, managed financial statement audits, and functioned as the key decision-maker for all projects.➥Performed as the ambassador of the organization to build and nurture client relationships, collaborate with C-Suite executives and the Board of Directors, and manage complex business, technical accounting, and audit issues.➥Founding Board Member of Armanino’s Women’s Advancement Network and Partner Nominating Committee.➥Highly desirable public speaker presenting training classes and informational seminars to massive audiences such as the NBOA, CalCPA Education Foundation, Armanino LLP, PAISBOA, and other prominent venues. Show less -
Senior Manager, Audit And Assurance ServicesArmanino Llp Dec 2006 - Dec 2010San Francisco Bay AreaSpearheaded client relationships, detected technical accounting issues early, evaluated financial statements, and provided effective communication regarding audits to clients. Additionally, I focused on fast-tracking to a Partner position within a favorable integrated group.➥Driving force developing auditing objectives, executed on a variety of audit client engagements, and shaped trustworthy client relationships with a positive attitude to challenges. -
Audit Staff To Audit Senior ManagerErnst & Young Sep 1996 - Nov 2006Greater Minneapolis-St. Paul Area, Tucson, Walnut Creek, San FranciscoHere, I developed the strongest base of my auditing and financial reporting skillsets, learning from some of the very best in this field of expertise. I specialized in retail and consumer products as well as employee benefit plan audits. -
Staff AccountantDerryck J. Dias And Associates Jun 1994 - Jun 1996San Rafael, CaStaff accounting responsibilities for a variety of individuals and companies including: physicians, physician groups, CPG, and real estate. Income and payroll tax; QuickBooks.
Monika Pelz, Cpa Education Details
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Business/Accounting -
Cherry Hill High School EastHs Diploma
Frequently Asked Questions about Monika Pelz, Cpa
What company does Monika Pelz, Cpa work for?
Monika Pelz, Cpa works for Mtk Solutions, Inc.
What is Monika Pelz, Cpa's role at the current company?
Monika Pelz, Cpa's current role is Fractional CFO.
What schools did Monika Pelz, Cpa attend?
Monika Pelz, Cpa attended Sonoma State University, Cherry Hill High School East.
Who are Monika Pelz, Cpa's colleagues?
Monika Pelz, Cpa's colleagues are Robert Eldridge, Cpa, Robert Sinclair, Steve Cole, Fred Peterson, Dimple Sandhu, Dany Limas, Matt Bell.
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