Stephen M. Yoss Jr, CPA
|
EDUCATION & PROFESSIONAL LICENSES |
|
|
|
Loyola Marymount University, Los Angeles, CA, USA
|
|
|
|
Bachelor of Science, Accountancy |
2007 |
|
Bachelor of Business Administration, International Business |
2007 |
| |
|
|
| |
Board of Accountancy, Sacramento, California, USA |
|
| |
Certified Public Accountant (License #: 109744) |
2010 |
|
|
|
EXPERIENCE & LEADERSHIP |
|
| |
MantisPRO, Inc., Claremont, California, USA
Founder & President
• MantisPRO’s primary mission is to help businesses better utilize technology to save money and time
• Primary architect of the business plan and team leader in the development of the company
• Current duties are focused in the area of sales, client management and corporate growth
|
Current
|
| |
Yoss Allen Jonavic, Certified Public Accountants, Claremont, CA, USA
Accountant & Project Manager
• Prepared a variety of tax returns for individuals and corporations
• Gained in-depth practical knowledge of accounting, finance and business transactions
• Developed and implemented various technologies to increase efficiency of firm operations
|
2009
|
| |
Wakefield Health Limited, Wellington, New Zealand
Accountant
• Wrote forecasting software to predict patient procedure costs to +/- 3% of actual cost
• Assisted in transitioning three hospitals to new accounting and patient software records package
• Participated in strategic planning to assist company in meeting financial & efficiency goals
|
2008
|
|
Pico & Lull, LLP, Manhattan Beach, CA, USA
Staff Accountant Intern
• Prepared and calculated personal/corporate income tax returns
• Preformed accounting functions for a wide range of clients in varied industries
• Used a variety of accounting software packages to meet firm/client needs
|
2007
|
|
Loyola Productions, Inc., Culver City, CA, USA
Financial Controller Intern
• Responsible for accounts receivable/payable, payroll, & asset management
• Prepared and calculated production budgets/forecasts
• Analyzed financial accounts for the purpose of internal audit
|
2007
|
|
IRA Media, Los Angeles, CA, USA
Founder and President
• IT consultant that specialized in Windows/UNIX administration
• Implemented a variety of web applications for e-commerce and content management
• Designed and managed a variety of web sites using common programming languages
• Client list includes local, regional, and national corporations
• Designed and implemented information systems valued at $250,000
|
2002 – 2007
|
|
Associated Students of Loyola Marymount University, Los Angeles, CA, USA
Student Body President
• Advocated and represented the needs of 5,500 students
• Managed a seven member executive team and an organization of over 75 members
• Managed expenditures from a $750,000+ budget
• Active representative to the Board of Trustees for the University
|
2005 - 2006
|
|
Alpha Delta Gamma Fraternity, Lambda Chapter, Los Angeles, CA, USA
Vice President of Finance and Risk Management
• Managed financial affairs of the fraternity, including AP and dues collection
• Created and implemented chapter’s first risk management policy
• Created and managed a budget in excess of $20,000
|
2005 - 2006
|
|
|
|
| ACCREDITATIONS |
|
| |
California Licensed Pyrotechnician - Public Display |
2007
|
| |
PADI Advanced Open Water Scuba Diver |
2008 |
AWARDS, AFFILIATIONS & MEMBERSHIPS
|
|
| |
California Society of Certified Public Accountants |
2009 |
| |
American Institute of Certified Public Accountants |
2009 |
|
Crimson Circle Service Organization
|
2005 |
|
Entrepreneurship Fellow (Diamond), Loyola Marymount University, Los Angeles, CA, USA |
2004 |
|
Alpha Delta Gamma Fraternity, Los Angeles, CA, USA |
2004 |
|
Eagle Scout, Boy Scouts of America, Claremont, CA, USA |
2003 |
|
Knights of Columbus, Claremont, CA, USA |
2002 |