Andrea Schulz

Andrea Schulz

Tax Intern

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location of Andrea SchulzSan Francisco Bay Area

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  • Timeline

  • About me

    National Managing Partner, Technology Industry

  • Education

    • University of Washington, Michael G. Foster School of Business

      -
      Bachelor of Arts in Business Administration with Distinction, Cum Laude Accounting
    • University of Washington, Michael G. Foster School of Business

      -
      Master of Professional Accounting – Auditing & Assurance with Honors
  • Experience

    • Bernston Porter

      Jan 2004 - Apr 2004
      Tax Intern
    • KPMG

      Jun 2004 - Aug 2004
      Audit Summer Intern
    • KPMG

      Jan 2005 - Mar 2005
      Audit Winter Intern
    • KPMG

      Sept 2005 - Mar 2010
      • Audit Senior Associate

        Jul 2007 - Mar 2010
      • Audit Associate

        Sept 2005 - Jun 2007
    • KPMG Global Delivery Center

      Mar 2010 - Mar 2011
      Rotational - Audit Shared Service Center Delivery Lead

      Designed and implemented operations for KPMG US and Canada’s audit offshore service centers.

    • KPMG

      Apr 2011 - Jul 2021

      Led multiple teams ranging from SEC large accelerated filers to emerging growth companies in the SaaS, semiconductor, and financial technology industries and reported results to the Audit Committee, management, and Internal Audit.

      • Senior Manager - Technology Audit Practice | Audit Technologies Lead for the Bay Area Business Unit

        Sept 2005 - Jul 2021
      • Manager - Technology Audit Practice

        Apr 2011 - Sept 2013
    • Career Girls

      Mar 2020 - now
      Board Member

      Career Girls is founded on the dream that every girl around the world has access to diverse and accomplished women role models to learn from their experiences and discover their own path to empowerment.

    • Grant Thornton (US)

      Jul 2021 - now
      Partner, Audit Services, Grant Thornton LLP and Principal, Grant Thornton Advisors LLC

      - Partner, Audit Services, Grant Thornton LLP and Principal, Grant Thornton Advisors LLC- Supporting technology companies experiencing rapid transformational periods as a result of extreme growth and IPOs with audit, tax, and advisory services.- Extensive experience with SEC filings, initial public offerings, and audits of internal control over financial reporting. - Subject matter expert on accounting for software, PaaS, and SaaS revenue recognition, stock-based compensation, and debt and equity financing transactions. Show less

  • Licenses & Certifications

    • Certified Public Accountant

      California Board of Accountancy
    • Certified Public Accountant

      Washington Board of Accountancy
    • Diversity, Equity & Inclusion (DE&I) - Foundational

      Grant Thornton LLP (US)
      Dec 2021
      View certificate certificate
    • Technology & Telecommunications - Experienced

      Grant Thornton (US)
      Oct 2024
      View certificate certificate
    • Technology and Telecommunications - Foundational

      Grant Thornton LLP (US)
      Mar 2022
      View certificate certificate
    • WSET Level 2 Award in Wines

      Wine & Spirit Education Trust
      Dec 2024
      View certificate certificate
    • WSET Level 1 Award in Wines

      Wine & Spirit Education Trust
      Aug 2024