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Audit Partner, DZH Phillips LLP
Cecilia is the Partner-in-Charge of DZH Phillips’ Audit Department, she has almost 20 years of combined experience working in both public accounting and private industry. She works with a diverse group of not-for-profit organizations, including private schools, associations, foundations, religious organizations, membership organizations, and community service organizations with and without government funding.
Viewing the audit process as an opportunity to help clients improve their overall operations, Cecilia provides practical guidance in strengthening internal controls and developing effective financial reporting systems. Cecilia has the ability to bring clarity to complex matters and offer viable solutions. She is well versed in budgeting, forecasting, endowment accounting, cost allocations, single audit requirements, strategic planning, cash-flow projections, and analyzing financial statements. Cecilia presented an educational seminar, “Know Your Expenses,” at the 2016 AICPA Not-for-Profit Conference in Maryland. As Cecilia gets to know clients, they might also hear a thing or two about her interests: her kids, reading, and martial arts.
Cecilia’s mission in life is “to use the talents I was given, to make a difference,” a goal she pursues in her volunteer work, and a quality she respects and seeks to empower in clients who are dedicated to their mission and open to new ideas. Prior to the formation of DZH Phillips, Cecilia was with predecessor firms Wilson, McCall & Daoro and later joining Daoro Zydel & Holland. During this time, she had a 4 year hiatus and worked as a business manager of a private university in Richmond, California, before rejoining the firm in 2007. She received her Bachelor of Science degree in business administration with an option in accounting from California State University, Hayward. Cecilia is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Cecilia also served as a board member of St. Patrick School in Rodeo, California, and currently serves on the board of the Marcus Foster Education Institute.