Overview
Work History
Education
Skills
Certification
Timeline
Generic

Daniel Marquez

Los Angeles,CA

Overview

2
2
years of professional experience
1
1
Certification

Work History

Audit Associate

KPMG US
10.2024 - Current
  • Collaborated with audit teams to conduct financial statement audits, supporting the accuracy and reliability of client financial reporting in compliance with regulatory standards.
  • Developed an understanding of client-specific risks through analysis of financial results, industry trends, external information, and business transactions.
  • Executed and documented testing of internal controls to assess the design and operating effectiveness of the controls in place.
  • Utilized audit technologies to enhance audit quality, including tools for data extraction, risk assessment, and advanced data analytics.

Staff Accountant

Jonathan Reuben, CPA, An Accountancy Corporation
05.2024 - 09.2024
  • Managed client expense records and reconciled general ledger accounts with bank statements using Quickbooks to ensure financial accuracy.
  • Prepared and filed tax returns for individuals, S corporations, C corporations, and partnerships in compliance with federal, state, and local regulations.
  • Conducted audit analysis on general ledger accounts, reconciling entries with supporting documentation to validate financial integrity

Staff Accountant Intern

Novogradac & Company LLP
01.2024 - 03.2024
  • Performed audits and processed tax returns for various LIHTC corporations and partnerships ensuring compliance with U.S. GAAP and other government regulations.
  • Prepared financial statements in accordance with U.S. GAAP and followed guidelines pertaining to HUD/HCD requirements.
  • Worked closely with engagement team to meet deadlines and to identify areas of concern throughout the engagement.

Tax and Audit Intern

CBIZ
06.2023 - 08.2023
  • Reviewed and proofread drafted auditor reports, verifying numerical accuracy and ensuring consistency between financial statements and footnotes.
  • Performed detailed expense testing to validate the completeness, accuracy, and occurrence of transactions recorded in the general ledger.
  • Prepared individual tax returns using tax software such as Sureprep, CaseWare, and CCH Axcess, ensuring adherence to relevant tax regulations and filing requirements.
  • Confirmed annual client tax payments with the California Franchise Tax Board to ensure compliance and accuracy in financial reporting.

Education

Bachelor of Science - Business Administration, Accounting

California State University, Long Beach
Long Beach, CA
12.2023

Skills

  • Microsoft applications (Excel, Word, Outlook, and Teams)
  • QuickBooks (Desktop and Online)
  • Tax software (SurePrep, CaseWare, CCH Axcess, and Lacerte)
  • Audit Software (AuditBoard)
  • Financial Statement Analysis
  • Project Coordination and Time Management
  • Risk Assessment and Compliance Understanding

Certification

Certificate of Achievement in Accounting, College of the Canyons

Timeline

Audit Associate

KPMG US
10.2024 - Current

Staff Accountant

Jonathan Reuben, CPA, An Accountancy Corporation
05.2024 - 09.2024

Staff Accountant Intern

Novogradac & Company LLP
01.2024 - 03.2024

Tax and Audit Intern

CBIZ
06.2023 - 08.2023

Bachelor of Science - Business Administration, Accounting

California State University, Long Beach

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Daniel Marquez