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Agenda Packet_2025-05-20
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Agenda Packet_2025-05-20
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Agenda Packet
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City Council
Date
5/20/2025
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Proposal for City of Santa Ana <br />11 <br />Bailee Steinle <br />Senior Associate, Cherry <br />Bekaert Advisory LLC <br />Government Accounting <br />Advisory Services <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 Britton, MBA <br />Associate, Cherry Bekaert <br />Advisory LLC <br />Government & Public Sector Risk <br />Advisory <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 /> <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 /> <br />City Council 12 – 65 5/20/2025
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