Linda D. Willis, CPA
Executive Advisor
Education:
- Bachelor of Science in Business Administration – Accounting, National University, Sacramento, CA
- Certified Public Accountant, California Board of Accountancy
- Certified Public Accountant, Arizona Board of Accountancy
Certifications/Training:
- American Institute of CPA’s (AICPA)
- Arizona Society of Certified Public Accountants
- Government Finance Officers’ Association of Arizona
- Unified Audit Committee (Arizona Model City Tax Code), Chair
- Tax Mantra Users Group, Steering Committee
- Association of Public Treasurers of United States & Canada, Investment Policy Committee
Technical Experience:
- Small Business Development and Operation
- Financial Management, Accounting, Compliance and Performance Reporting
- Accounting Systems
- Financial Auditing at the Corporate, Federal, State and Local Government Levels
- Program, Project, and Administrative Management
- Government Financial Accounting and Reporting
- Financial Policies and Procedures
- Government Tax and Licensing
- Government Investment Portfolio Management
- Grants and Contract Management
- Comprehensive Annual Financial Report
- QuickBooks and DoD Wide Area Workflow
- Financial Internal Controls and Reporting Procedures to Ensure Compliance with Local, State and Federal Laws
- Internal and External Auditing
- System Conversions and Implementation
- Process Improvement and Change Management
Summary of Qualifications:
Ms. Willis is the Executive Advisor for WW Associates Management & Consulting, LLC. She is the former Chief Financial Officer. She maintains active CPA licenses in the State of Arizona and the State of California. Ms. Willis is also the former Assistant Deputy State Treasurer for the State of Arizona. She has more than twenty years being responsible for planning, organizing, and managing the full range of financial programs at the state and local government levels. She provides accounting and financial management consulting services to small businesses; prepares business plans; financial forecasts for small business certification; and financial policies and procedures. Ms. Willis serves as advisor to the executive management team of WWA on all administrative and program operations.
Selected Relevant Experience
- CFO/Financial Services, WW Associates Management & Consulting, LLC
- Chief Financial/Administrative Officer, United Food Bank – Mesa, AZ
- Tax and License Manager, City of Glendale, AZ
- Manager, Special Projects, California Department of Corrections & Rehabilitation – Sacramento, CA
- Revenue Division Manager, City of Surprise, AZ
- Assistant Deputy State Treasurer, Arizona State Treasurer’s Office – Phoenix, AZ
- Finance Manager, Santa Clara Valley Transportation Authority – San Jose, CA
- Division Chief, CA Teachers Retirement System – Sacramento, CA
- Program Analyst, CA Office of Oil Spill Prevention and Response – Sacramento, CA
- Associate Management Auditor, CA State Controller’s Office – Sacramento, CA
