Alexis Calleance
Sacramento
Summary
Dynamic auditing professional with extensive experience at the California Department of Social Services, excelling in audit planning and compliance with government standards. Proven track record in developing training programs and streamlining processes. Strong leadership and analytical skills drive successful team outcomes and enhance internal controls. Committed to delivering strategic recommendations for operational improvements and Bureau success.
Overview
28
28
years of professional experience
Work History
General Auditor III
California Department of Social Services
Sacramento
02.2022 - Current
- Serves as the lead person for a team of auditors in planning the audit scope, objectives, and procedures.
- Provides guidance on audit techniques, procedures, and the application of relevant state and federal laws. Developed audit tools and templates to streamline documentation processes.
- Communicates audit results to internal and external stakeholders with clarity and professionalism.
- Develops and delivers training on Yellow Book Standards, reinforcing compliance with GAGAS requirements.
- Revised and standardized audit templates, office policy, and forms to align with Yellow Book standards and departmental policies.
Tax Auditor
California Department of Tax and Fee Administration
West Sacramento
01.2024 - 11.2024
- Conducted the least to moderately difficult field audits.
- While auditing accounts, I attended basic tax law and audit training classes, made audit appointments, and met with taxpayers and their representatives.
- Analyzed financial records to identify discrepancies and recommend corrections.
- Analyzed financial records to identify discrepancies and recommend corrections.
- Collaborated with taxpayers to clarify tax obligations and resolve issues.
- Conducted thorough audits of tax returns for compliance and accuracy.
Senior Auditor
County of Sacramento
Sacramento
01.2019 - 10.2019
- Designed and implemented auditing software program (TeamMate) through collaborative efforts.
- Drafted templates to assist staff in completing audit work papers per revised Performance Audit standards.
- Led highly sensitive audit while reviewing working papers and training staff and management.
- Provided guidance on compliance with Generally Accepted Governmental Auditing Standards (GAGAS).
Supervisor/Specialist/Associate Financial and Performance Evaluator
California Department of Finance
Sacramento
04.2010 - 03.2018
- Conducted a wide variety of audits following GAGAS.
- Collaborated with internal management and external clients to define audit scope and objectives.
- Prepared audit plans, written work papers, and audit reports.
- Conducted interviews with management and staff of external clients to accomplish audit objectives.
- Developed, implemented, and administered policies, procedures, and practices.
- Conducted complex analyses of year-end financial statements, balance sheets, and reports utilized to prepare budgets.
- Reviewed and analyzed the following: revenue and expenditure accounts, payables, cash accounts, general ledger, and journal entries for accuracy and propriety.
- Examined annual budgetary documents in comparison to actual revenue and expenditures to identify operational deficiencies or errors in reporting.
- Determined proper accounting treatment of transactions.
- Reconciled monthly accounting reports to respective financial statements.
- Evaluated special fund condition statements, including reconstruction of fund balances.
- Reviewed/analyzed budget change proposals to assess fiscal impacts.
- Applied requirements outlined in statute to identify compliance requirements of audited entities.
- Reviewed audited goals and Board minutes in conjunction with established strategic plan and/or organizational mission.
- Facilitated meetings and collaboration with internal/external management to achieve established objectives.
- Communicated audit findings to internal/external stakeholders (boards of directors, executive management team, financial institutions, etc.) and provided strategic recommendations based on forecasts.
- Established and maintained solid relationships with clients.
- Directed work activities and managed subordinate staff.
- Monitored staff performance and provided opportunities for professional development.
- Established team goals, fostered a positive team environment, and maintained ongoing communication with the team.
- Worked closely with the federal government, internal units within the Department of Finance, external auditors, and various state entities to ensure timely completion of the OMB A-133 Single Audit to the Federal Audit Clearinghouse.
- Spearheaded a project to automate the Single Audit reporting process, including the development and publication of internal policies/procedures and an external user manual found on the department’s website.
- Drafted, developed, and issued guidance as established in the State Administrative Manual, Audit Memos issued by the Department of Finance as well as reporting requirements for the Single Audit.
Financial and Performance Evaluator
California Department of Finance
Sacramento
01.2005 - 03.2010
- Completed audit assignments in accordance with agreed upon procedures.
- Performed reviews of financial statements, including special reviews requested by the California Legislature and the Department of Finance’s Budget Unit.
- Researched, reviewed, interpreted, and applied regulations/standards.
- Developed audit plans to meet contractual objectives.
- Trained and led staff on assignments.
- Produced work papers, points sheets, and audit reports.
- Reviewed staff work papers, offering review notes and guidance as appropriate.
- Planned and scoped assignments using statistical sampling methodologies and risk-based analysis.
- Facilitated meetings with executive-level clients to communicate and explain the status/findings of audits.
- Consistent record of career advancement from Financial and Performance Evaluator I to levels II and III.
- Participated on recruiting committee, including coordination of office tours and on-campus recruiting events.
- Developed and presented in-house training.
- Prepared various reports at the request of the Governor, California State Legislature, and multiple state agencies.
Accounting Specialist
Snap-On Tools
Sacramento
09.1997 - 01.2005
- Reviewed accounting transactions and documents, including disbursements, expenditures, and commission payroll vouchers, to ensure accuracy.
- Posted, balanced, and reconciled subsidiary ledgers to the general ledger (GL).
- Resolved complex accounting problems and assisted staff with respect to accounting policies/procedures.
- Assisted customers regarding collections, accounts receivable (AR), and accounts payable (AP) related issues.
- Supplied requested documentation and explanations of accounting transactions/procedures to auditors.
- Collaborated with regional management and sales force to process/record emission equipment and technical sales in accounting and subsidiary systems.
- Prepared monthly/quarterly forecasts and sales reports.
- Reconciled inventory and recorded inventory journal entries.
- Managed AR aging reports including collections.
- Provided customer service and internal support to sales force.
- Delegated overflow work to accounting staff.
- Played key role in developing and maintaining an accounting database.
Education
Bachelor of Science - Business Administration, Emphasis in Accountancy
California State University
Sacramento, CA01-2005
Skills
- Government auditing standards
- Audit planning
- Revenue and expenditure analysis
- Risk management
- Internal control review
- Financial statement preparation and analysis
- Financial schedules for external audit
- Governmental budget preparation
- Employee training and development
- Talent acquisition and staffing
- Policy and procedure development
- Expert testimony and presentations
- Team building and leadership
Timeline
Tax Auditor
California Department of Tax and Fee Administration
01.2024 - 11.2024
General Auditor III
California Department of Social Services
02.2022 - Current
Senior Auditor
County of Sacramento
01.2019 - 10.2019
Supervisor/Specialist/Associate Financial and Performance Evaluator
California Department of Finance
04.2010 - 03.2018
Financial and Performance Evaluator
California Department of Finance
01.2005 - 03.2010
Accounting Specialist
Snap-On Tools
09.1997 - 01.2005
Bachelor of Science - Business Administration, Emphasis in Accountancy
California State University