Open to opportunities

Marci Ramirez

@marciramirez

Message

Detail-oriented accountant and auditor with extensive financial expertise.

United States

Message

What I'm looking for

I am seeking a role that allows me to leverage my financial expertise while fostering client relationships and ensuring compliance.

I am a highly skilled and detail-oriented Accountant, Auditor, and Estate Planner with extensive experience in providing comprehensive financial and legal services to individuals, families, nonprofits, and businesses. My expertise lies in drafting customized estate plans, managing audits, and overseeing accounting operations with a strong focus on compliance, risk management, and financial optimization.

Throughout my career, I have proven my ability to lead cross-functional teams, analyze complex financial data, and provide strategic insights that drive business growth and safeguard clients’ financial interests. I am known for delivering exceptional client service and building lasting relationships while maintaining the highest standards of professionalism and integrity.

Experience

Work history, roles, and key accomplishments

Current

Accountant/Estate Planning Consultant

Current

A-Affordable Legal Services

Jan 2009 - Present (16 years 5 months)

As an Accountant and Estate Planning Consultant, I provide comprehensive financial and legal services, focusing on client consultation, collaboration with other professionals, and financial management. I ensure legal compliance and optimize financial strategies for high-net-worth individuals and businesses.

Estate Planning Consultation Financial Management Bookkeeping Tax Reporting Compliance Risk Management Team Collaboration

Senior Auditor

Vavrinek, Trine, Day LLP

Jun 1999 - Apr 2008 (8 years 10 months)

Led audits for a diverse portfolio of nonprofit organizations, ensuring compliance with GAAS and evaluating internal control systems. Conducted comprehensive financial statement audits to ensure accuracy and adherence to IRS and state regulations.

Nonprofit Audits Financial Statement Audits Internal Controls Financial Reporting Compliance

Education

Degrees, certifications, and relevant coursework

California State University, Fresno

Bachelor of Science, Business Administration

1995 - 1999

Bachelor of Science in Business Administration with an Accounting Focus, providing a strong foundation in business principles and accounting practices.