Mr. Gomez is an Assistant Vice President at First Pacific Advisors, LLC (FPA). He joined the firm in 2010 and serves as a Fund Controller for all FPA Funds (6 open-end and 1 closed-end) as well as Assistant Controller for the Adviser. In addition, Mr. Gomez sits on the board as an officer of all 7 FPA
Mr. Gomez is an Assistant Vice President at First Pacific Advisors, LLC (FPA). He joined the firm in 2010 and serves as a Fund Controller for all FPA Funds (6 open-end and 1 closed-end) as well as Assistant Controller for the Adviser. In addition, Mr. Gomez sits on the board as an officer of all 7 FPA Funds. Prior to joining FPA, he was an Experienced Associate for the Investment Management auditing practice of Pricewaterhouse Coopers in the Los Angeles office.
Mr. Gomez earned a B.S. in Economics and Accounting from Claremont McKenna College.
A native of San Diego, CA, he enjoys riding his Harley, road cycling, personal finance, fitness, football, and traveling.
Assistant Vice President- Assistant Controller @ From June 2010 to Present (5 years 7 months) Lead Associate @ Delivered professional services by working directly with appropriate financial reporting staff at my hedge fund and mutual fund clients. Representative clients include Capital Group, The American Funds, Western Asset Management Company, Wilshire Associates, and Camden Asset Management.
Also spent half the year performing SAS 70 (SAE 16/SOC 1) Type II audits for a range of investment management clients such as Causeway Capital, Dimensional Fund Advisors (DFA) and Pacific Investment Management Company (PIMCO).
• Audited all account balances in my clients financial statements (cash, investments, dividend and interest, partners capital/equity, cash flows, financial highlights etc.)
•Implemented the firm’s risk management approach through understanding the client’s business and risks; identifying key processes and significant classes of transactions; testing the design and operating effectiveness of controls.
• Performed valuation work on equity and fixed income portfolios as well as an array of complex financial products (i.e. swaps, options, contracts for differences, private placements, distressed debt, futures and forwards)
• Enhanced rapport with clients and their administrators by communicating effectively and being outgoing and personable
•Supervised the completion and work quality of staff and performed regular formal feedback after each job in the form of Performance Evaluations
•Prepared and reviewed financial statements and footnote disclosures.
•Strong knowledge of GAAP through researching new accounting pronouncements using FASB accounting standards codification, technical practice aids and the AICPA Investment Companies Guide.
•Responsible for scheduling engagements, staffing the audit team, budgeting, ensuring established timelines were met and working closely with the related manager and partner to ensure the audit plan was appropriately implemented. From September 2007 to May 2010 (2 years 9 months)
B.A, Economics/Accounting @ Claremont McKenna College From 2004 to 2007 Diploma @ RBV From 1999 to 2003 Michael Gomez, CPA is skilled in: Financial Analysis, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Equities, Asset Management, Hedge Funds, Investments, Investment Management, Portfolio Management, Microsoft Excel
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