Erika Tongol
Burnsville
Summary
Specializes in auditing and compliance, overseeing financial statement accuracy and documentation. Drives efficient audit processes through strategic planning and effective collaboration with clients and team members, ensuring comprehensive and reliable financial reporting.
Overview
7
7
years of professional experience
Work History
Audit Senior
CliftonLarsonAllen LLP
Minneapolis
01.2023 - Current
- Audited and reviewed financial statement sections, confirmed accuracy of client information, and verified documentation in workpapers for clarity.
- Collaborated with audit team during planning, providing insights on additional testing needed for accurate financial statements.
- Lead audit team from planning, supervision and training during fieldwork.
- Coordinated with clients on open items and communicated updates on audit project progress.
- Creating cost reports for our senior living / nursing homes client by reporting their cost correctly and ensuring they will get the appropriate Medicaid revenue they need to support the people in their care.
CAAS Associate
Boos and Associates
Fresno
10.2021 - 11.2022
- Responsible for monitoring client's accounting, ensuring transactions are properly coded, and preparing the month-end bank reconciliations.
- Collaborated with senior accountants to assist them with audit and assurance projects.
- Preparing necessary documents and ensuring accurate information is entered on the client's tax return and filing their use and sales tax quarterly and tax returns.
Accounting Intern
Pioneer Equipment Company
Fresno
01.2021 - 10.2021
- Analyzing and finding the difference between the company's bank statement and cash account to create monthly bank reconciliation.
- Utilized MS Excel to complete the company's bank reconciliations, parts inventory, and journal entries.
- Assisting the company's accounts payable clerk in auditing and inputting invoices into the company's accounting system and making payments if necessary.
Math Tutor
State Community College
Fresno
01.2019 - 12.2020
- Facilitated group work during tutoring sessions and designed a board game to reinforce math concepts, enhancing students' exam preparation.
- Collaborated with colleagues and mentors to address work issues and led a tutoring expo, enhancing the quality of online tutoring sessions.
Education
Bachelor of Science - Business Administration -Accounting
California State University, Fresno
12-2022
Associate of Science - Business Administration
Fresno City College
05-2020
Skills
- Auditing procedures
- Generally acceptable accounting principles
- Preparing Financial statements
- MS Excel
Certificate and Licensure
- Certified Public Accountant
Activities
Lead the mentoring program of Beta-Alpha Psi—connecting new and an experienced member to build connection and create an environment where members can discuss their career.
Timeline
Audit Senior
CliftonLarsonAllen LLP
01.2023 - Current
CAAS Associate
Boos and Associates
10.2021 - 11.2022
Accounting Intern
Pioneer Equipment Company
01.2021 - 10.2021
Math Tutor
State Community College
01.2019 - 12.2020
Bachelor of Science - Business Administration -Accounting
California State University, Fresno
Associate of Science - Business Administration
Fresno City College