Isaac Ornelas
Audit Senior Associate
Talent
MontereyMember since October 16, 2026
Audit SoftwaresFinancial AnalysisInternal ControlsTeam Development
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Audit SoftwaresFinancial AnalysisInternal ControlsTeam Development
About
Public accountant with experience managing audit engagements, analyzing financial information, and evaluating internal controls and business processes. Skilled in not-for-profit audits, financial analysis, project management, process improvement, compliance, and building collaborative relationships with teams and stakeholders.
Experience
Audit Senior Associate at Haskell & White (2025-07 – Present)
- Conducted audit engagements for various non-profit entities including schools, performing art centers, marine life conservatories, and a youth foundation.
- Engagement planning and supervision including budgeting, staff coordination, leading fieldwork, and reviewing deliverables.
- Provided leadership and mentorship to audit staff, including workload coordination, performance feedback, and training to support team development and engagement success.
- Evaluated business processes and internal controls to identify operational risks, improve efficiencies, and enhance compliance with organizational policies and procedures.
Audit Senior Associate at CliftonLarsonAllen (2023-07 – 2025-06)
- In-charged audits, reviews, and compilations, ensuring GAAP compliance and timely reporting.
- Served as the main contact for clients, partners, and teams to help streamline communication.
- Passed all four examinations required for CPA licensure.
Accounting Associate at CliftonLarsonAllen (2022-11 – 2023-06)
- Joined CLA following a firm acquisition of Hayashi Wayland. Adapted quickly by learning and utilizing new audit softwares and methodologies through the transition period.
- Assisted in preparation of all phases within audit engagements, from planning to issuance.
- Increased involvement and responsibilities in preparing and finalizing audit engagements.
Accounting Associate at Hayashi Wayland (2020-09 – 2022-11)
- Learned foundational auditing and accounting knowledge while working in various industries.
- Developed and strengthened essential internal and external communication skills.
- Performed various services including bookkeeping, tax returns, audits, reviews, and compilations.
Education
B.A. in Business Management Economics – University of California, Santa Cruz (2016-08 – 2020-06)
Skills
Audit Senior Associate