Teresa S.

Experience

• 

  Oldcastle

  May 2007 - Nov 2009

  Assistant Accountant

  Accounts receivable, accounts payable and material sales processing.

• 

  Gonzaga University

  Jan 2008 - Jan 2009

  Graduate Assistant
• 

  Berntson Porter & Company, PLLC

  Jan 2010 - Jan 2012

  CPA, Advanced Staff

  Audit, reviews and compilations performed for large, midsize and small non-public companies in the Northwest.

• 

  Clark Nuber

  Jan 2012 - Jun 2014

  Senior

  Audits, reviews and compilations for non-public companies (commerical and non-profit entities). 401(k) and 403(b) benefit plan audits.

• 

  Symetra

  Jun 2014 - Jan 2016

  Senior Financial Analyst, External Reporting

  Financial statement drafting (10Q and 10K)XBRL taggingResearching current accounting issues and the applicability to SymetraSOX Requirements/COSO Implementation/Fraud Risk AssessmentPresentations on SOX and new accounting pronouncementsFLITE Program Leadership Alumni

• 

  CLA (CliftonLarsonAllen)

  Feb 2016 - now

  Leader of the FASB Task Force, a committee of professionals responsible for monitoring and responding to FASB Codification updates and communication to our assurance practice on application of changes in standards relative to our private clients. Lead all Task Forces, professional standards, GASB and OMB/Single Audit. Focused on collaborating across the specialty areas as needed, our national assurance group and industry to deliver the resources needed to our clients and our practitioners to adapt to changing standards and regulation. Lead onboarding acquired firms by developing the learning and administer consultation to integrate those new practitioners successfully. I also develop learning (e-learning, virtual live course learning and in-person lessons) and teach associated learning sessions (in-person or virtually) on US GAAP, CLA methodology in the application of assurance standards (audits and other assurance services), and professional development courses on professional skepticism and ethics. Additionally, I provide EQCRs, engage on consultation of complex matters particularly in restatements, leases, revenue recognition and matters of fraud and ethics concerns and relative audit approach of those areas.I served as the assurance learning leader working with industry leaders, methodology leaders, national assurance and our learning and development team to provide the learning for the assurance practice of the firm between June 2020 - February 2024. Show less A member of National Assurance Technical Group where I support engagement teams and assist in learning sessions, monitoring activities, annual inspections, etc. I also provide a resource to consult on technical aspects of engagements including newly released guidance. I lead our assurance learning segment of our practice working with industry leaders, methodology leaders and national assurance personnel to provide the learning for the assurance practice of the firm.Previously part of our client service group providing assurance services for private companies with a focus on financial statement audits, reviews and compilations and benefit plan audits. Show less

  • Signing Director - National Assurance Technical Group

    Nov 2021 - now

  • Director

    Feb 2016 - Nov 2021