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Item 12 Contract to Cherry Bekaert Advisory LLC for Governmental Accounting Standards Board
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Item 12 Contract to Cherry Bekaert Advisory LLC for Governmental Accounting Standards Board
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5/20/2025 5:32:58 PM
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5/14/2025 3:12:51 PM
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City Clerk
Doc Type
Agenda
Agency
Finance & Management Services
Item #
12
Date
5/20/2025
Destruction Year
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Cherry <br />Bekaert <br />Proposal for City of Santa Ana <br />Bailee Steinle Tatiana Britton, MBA <br />Senior Associate, Cherry a Associate, Cherry Bekaert <br />Bekaert Advisory LLC Advisory LLC <br />Government Accounting Government & Public Sector Risk <br />Advisory Services Advisory <br />Bailee has spent her entire career working with state <br />and local governments. Prior to joining Cherry Bekaert, <br />she spent one year in the Postgraduate Technical <br />Assistant program at the Governmental Accounting <br />Standards Board (GASB), allowing her to bring a <br />unique perspective and background in financial <br />standard setting to our clients. <br />As a result of her time spent as a member of the teams <br />developing standards that are set to become effective <br />for governmental entities over the next few years, she <br />is able to provide insights and expertise as standards <br />continue to develop <br />Education <br />B.S., in Business Administration and Accounting, <br />Nebraska College of Business <br />Areas of Expertise <br />/ Governmental Accounting Pronouncement <br />Implementation <br />/ Accounting Advisory <br />/ Grants Management <br />/ Federal Award Compliance <br />/ Internal Control Evaluation and Transformation <br />Tatiana is an Associate with three years of accounting <br />advisory experience. Since she joined Cherry Bekaert, <br />she has worked with over 40 different school districts, <br />colleges/universities, cities and counties, as well as <br />privately -owned businesses. She primarily focuses on <br />the implementation of new accounting standards, <br />financial data compliance/control reviews and <br />accounting ledger reconciliation. As lead staff, Tatiana <br />assists with accounting standard compliance services <br />and physical asset / accounting record compliance <br />review projects to help clients overcome financial <br />reporting, compliance and accounting challenges. <br />Prior to Cherry Bekaert, Tatiana had six years of full <br />cycle accounting and financial data compliance <br />experience, including working with the Pennsylvania <br />Army National Guard to conduct an operational review <br />to identify risks and improve payroll efficiency and <br />effectiveness. She collaborated with her fellow <br />Guardsmen in order to develop strategies to address <br />and identify potential risks. <br />Education <br />MBA, Kutztown University of Pennsylvania <br />B.S, Accounting, East Stroudsburg University of <br />Pennsylvania <br />Areas of Expertise <br />/ Compliance Data Collection and Review <br />/ Governmental Accounting Pronouncement <br />Implementation <br />/ Financial Data and Accounting Ledger Review <br />/ Bank Reconciliation <br />/ Bookkeeping <br />/ Accounts Receivable and Accounts Payable <br />Reconciliation <br />/ Capital Asset Reconciliation <br />/ Capital Assets and Physical Inventory Audit <br />v. A description of the Proposer's experience in providing similar services to those requested in this RFP. <br />Cherry Bekaert's Government & Public Sector (GPS) team has a deep understanding of the complex challenges local <br />governments face, focusing on the areas of highest need to enable and improve the transparency, efficiency and <br />effectiveness government reporting. With extensive knowledge and experience of government accounting and audit <br />11 <br />
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