TMTrevor Mathis
@trevormathis
Experienced CPA with a strong background in accounting and finance.
United StatesWhat I'm looking for
I am a dedicated CPA with extensive experience in accounting and finance, driven by a passion for contributing to the success of dynamic firms. My journey began with a solid educational foundation, earning both my Bachelor's and Master's degrees in Business Administration from California State University, Chico, where I was honored on the Dean's List. I hold active CPA licenses in California and Nevada, as well as an Enrolled Agent certification.
In my current role as a Senior Accountant at Free Flow Medical, Inc., I have successfully implemented processes that reduced our financial close from over 20 days to just 3 days, showcasing my commitment to efficiency and accuracy. My previous experience at Frank, Rimerman + Co. LLP allowed me to audit a diverse range of clients, ensuring compliance with GAAP standards while training staff on best practices. I thrive in challenging environments and am always eager to leverage my skills to drive financial success.
Experience
Work history, roles, and key accomplishments
Senior Accountant
Free Flow Medical, Inc.
Apr 2024 - Present (1 year 3 months)
Performed quarterly and year-end internal financial audits (accounting, internal controls, and inventory management) for accuracy and completeness. Implemented processes and software for monthly consolidation of US and European operations, reducing close processes from over 20 days to 3 days.
Tax Preparer
Income Tax Assistant (VITA)
Feb 2018 - Present (7 years 5 months)
Accurately entered client tax information onto TaxSlayer software. Advised diverse clientele and effectively counseled clients in a one-on-one setting.
Tax Preparer
John Keegan Income Tax Services
Jan 2025 - Present (6 months)
Prepared tax returns for trusts and a wide-spectrum of individuals, including W2 employees, self-employed, silicon-valley tech executives, real estate professionals, and central valley ranchers. Utilized Intuit ProSeries and AI (ChatGPT) to conduct research for tax projects.
Senior Accountant
Frank, Rimerman + Co. LLP
Apr 2022 - Present (3 years 3 months)
Audited hundreds of clients across various industries including software, food and beverage, health and beauty, and real estate. Analyzed financial statements to identify year-over-year trends and variances, ensuring compliance with GAAP standards.
Accounting Consultant
Free Flow Medical, Inc.
Jun 2019 - Present (6 years 1 month)
Updated a 5-year budget model, including cash flow modeling, and performed bank/credit card reconciliations. Managed accounting system setup and updates using QuickBooks.
Education
Degrees, certifications, and relevant coursework
California State University Chico
Master of Business Administration, Business Administration
Completed a Master of Business Administration program. Gained advanced knowledge in business management and accounting principles.
CCCalifornia State University Chico
Bachelor of Science, Business Administration, Accounting
Activities and societies: Honors Program, Dean's List
Earned a Bachelor of Science in Business Administration with a focus on Accounting. Participated in the Honors Program and was consistently on the Dean's List.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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