The LBA Group
Industry: Company
DescriptionParent organization: BDO USA, LLP
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The LBA Group Employees
The LBA Group January 2012 - Present
Skills
Financial Accounting, Tax, Tax Preparation, Accounting, Income Tax, Financial Reporting, Tax Returns, QuickBooks, Corporate Tax, Tax Accounting, CPA
Education
University of North Florida 2005 — 2007
Masters, Accountancy
University of Miami - School of Business 2000 — 2004
BBA, Accounting and Finance
The LBA Group October 2012 - Present
Koch, Zeman & Walsh, CPAs & Consultants, PA April 2002 - August 2012
Skills
Corporations, Partnerships, Estates, Trusts, Non-profits, Accounting, Financial Reporting, Tax, Small Business, Start-ups, Budgets, Strategic Planning, Business Strategy, Income Tax, Due Diligence, Tax Preparation, Tax Returns, Corporate Tax, GAAP, Restructuring, Bookkeeping, Financial Accounting, Tax Accounting
Education
University of Minnesota-Twin Cities 1981 — 1986
MBA, Business
Minnesota State University, Mankato
BS, Computer Science
The LBA Group January 2012 - Present
The LBA Group January 2011 - December 2011
Appalachian State University July 2010 - January 2011
Town of Beech Mountain April 2010 - August 2010
Skills
Tax Preparation, Income Tax, Tax Accounting, Tax, CPA
Education
Appalachian State University 2010 — 2011
Master's degree, Accounting
Appalachian State University 2006 — 2010
Bachelor's degree, Accounting
The LBA Group August 2012 - Present
Hare Taylor, LLC May 2011 - August 2012
Carr, Riggs & Ingram, LLC March 2009 - August 2010
Skills
Tax Preparation, Tax, Income Tax, Tax Returns, Tax Accounting, Corporate Tax, General Ledger, ProSystem fx Tax, CPA, Financial Accounting, QuickBooks, Accounting
Education
University of West Florida - College of Business 2011 — 2012
Master's degree, Accounting
Florida State University - College of Business 2006 — 2008
Bachelor's degree, Accounting
Child Guidance Center August 2013 - Present
The LBA Group February 2013 - April 2013
Rehabilitation Institute of Chicago August 2012 - December 2012
CareerStaff Unlimited August 2011 - July 2012
Café Salsa Restaurant August 2005 - August 2011
Brookdale Senior Living September 2009 - May 2011
Congressman Henry June 2005 - August 2005
Skills
Recruitment, General Administration, Public Relations, Communications Planning, Project Execution, Payroll, Cold Calling, Conducting Interviews, Contract Negotiation, Contractual Agreements, Staffing Coordination, Liaison, WebEx, Technical Presentations, Background Checks, Recruiting, Healthcare, Media Relations, Press Releases, Project Management, Administrative Work, Customer Service, Leadership, Outlook, Social Media, Event Planning, Interviews, Human Resources, Training, PowerPoint, Management, Temporary Placement, Cision, Facebook, Social Networking, Publicity, Community Outreach, Nonprofits, Newsletters, Administration
Education
Marquette University 2007 — 2011
Bachelor of Arts, Public Relations
The Safariland Group June 2015 - Present
GE Aviation June 2014 - June 2015
The LBA Group 2013 - 2014
Elliott Davis, LLC 2012 - 2013
Elliott Davis, LLC June 2012 - July 2012
Resurgent Capital Services January 2012 - May 2012
Frontier Label Inc. 2009 - 2011
Sonoco January 2008 - December 2008
Frontier Label Inc. 2005 - 2007
Skills
CPA, Certified Public..., Accounting, Financial Accounting, Oracle, Cost Accounting, Process Improvement, Six Sigma, Microsoft Office, Inventory Management, Financial Analysis, Access, Purchasing, French, English, Manufacturing, Teamwork, Customer Service, Variance Analysis, Business Process..., Lean Manufacturing, Green Belt, Excel, Multilingual, Budgeting, Innovation, Logistics, Supply Chain..., Pricing, Quality Assurance, Target Costing, ABC, Capacity Management, Capacity Analysis, Capacity Modeling, Lean Sigma, Activity Based..., Theory of Constraints, Value Chain Analysis, Training & Development, Staff Scheduling, Supervising, Customer Relations, Shipping/receiving, Continuous Improvement, Business Analysis, International Business, Supply Chain, Supply Chain Management, Profitability Analysis
Education
Clemson University - College of Business and Behavioral Science 2007 — 2011
Bachelors of Science, Accounting
Clemson University
Bachelors of Arts, French & International Trade
Westminster Schools of Augusta
High School Diploma
The LBA Group December 2014 - Present
The LBA Group July 2013 - Present
The LBA Group June 2010 - June 2013
The LBA Group 2007 - June 2010
The LBA Group 2004 - 2007
Skills
Tax Preparation, Entity Selection, Federal Taxation, S Corporations, High Net Worth..., Fraud Prevention, Financial Reporting, Year End Close, Business Taxes, Tax Return Preparation, Federal Tax, Tax Reduction, Year-end Close, Tax, Healthcare, Corporate Tax, Fraud, Tax Returns, Income Tax, Accounting, GAAP, Tax Accounting, Internal Controls, Financial Accounting, CPA, General Ledger, Financial Analysis
Education
University of North Florida - College of Business Administration 2004 — 2009
MBA, Business
Murray State University 1998 — 2003
Bachelor of Science, Accounting
The LBA Group November 2003 - Present
Ernst & Young LLP February 1991 - January 2000
Ermst & Young LLP May 1993 - December 1999
Skills
Accounting, Tax, Auditing, Mergers, Strategic Planning, Non-profits..., Due Diligence, Technology Needs..., Corporate Tax, Mergers & Acquisitions, Nonprofits, Restructuring, Consulting, Financial Reporting, Start-ups, Internal Controls, CPA, Income Tax, Management, Budgets, GAAP, Financial Analysis, Small Business
Education
Florida State University - College of Business 1985 — 1989
Masters in Taxation, Accounting/Finance/Taxation
The LBA Group June 2015 - Present
The LBA Group July 2012 - June 2015
The LBA Group July 2009 - July 2012
The LBA Group September 2007 - June 2009
City of Orlando June 2005 - December 2006
Skills
Tax, Tax Preparation, Financial Accounting, QuickBooks, Accounting, Bookkeeping, State Tax Planning, Estate Tax Planning, High Net Worth..., Corporate Tax, Tax Accounting, Tax Advisory, Tax Returns, CPA, Income Tax, Financial Reporting
Education
University of Central Florida - College of Business Administration 2005 — 2006
Masters, Taxation
University of Central Florida - College of Business Administration 2001 — 2005
Bachelors, Accounting
The LBA Group 2003 - Present
Skills
GAAP, Accounting, Internal Controls, Auditing, Financial Accounting, Tax Returns, Financial Reporting
Education
Florida State University
The LBA Group November 2001 - Present
PKS & Company, P.A. 1999 - 2001
Peninsula Health Group 1992 - 1999
Skills
GAAP, Accounting, Tax, CPA, Tax Returns, Income Tax, QuickBooks, Tax Preparation, Tax Accounting, General Ledger, Financial Accounting, Internal Controls, Auditing, Financial Reporting, Corporate Tax
Education
University of Florida 1962 — 1964
Jacksonville University 1961 — 1963
Sweet Briar College 1960 — 1961
The LBA Group August 2014 - Present
Ingenios Health May 2013 - August 2014
The LBA Group September 2008 - May 2013
Porter Keadle Moore August 2006 - August 2008
Skills
GAAP, Assurance, Accounting, Auditing, CPA, Tax Preparation, Internal Controls, General Ledger, Financial Accounting
Education
The University of Georgia 2005 — 2006
MAcc, Accounting
The University of Georgia 2001 — 2005
BBA, Accounting
Stein Mart June 2015 - Present
The LBA Group January 2015 - June 2015
Ernst & Young January 2009 - December 2014
CSX January 2007 - December 2008
Skills
US GAAP, Auditing, Accounting, Financial Accounting, Internal Controls, Internal Audit, GAAP, External Audit, CPA
Education
University of North Florida - College of Business Administration 2006 — 2007
BBA, Accounting
The LBA Group January 2015 - Present
Ryan August 2014 - December 2014
Atlantic Beach Ocean Rescue April 2013 - September 2013
Cost Plus World Market October 2010 - May 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Windows, Retail, Data Entry, Inventory Management, Time Management, Accounting
Education
University of North Florida 2015 — 2017
Master of Business Administration (M.B.A.), General Business
University of North Florida 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
The LBA Group January 1976 - Present
Skills
Strategy, Leadership, Tax, Insurance, Mergers, Accounting, Income Tax, Real Estate, Mergers & Acquisitions, Financial Reporting, Nonprofits, Corporate Tax, CPA, Start-ups, Financial Analysis, Tax Preparation
Education
University of Florida
The LBA Group September 2006 - Present
Tofias PC August 2005 - May 2006
Skills
Corporate Tax, Tax, Income Tax, Financial Accounting, Tax Returns, Financial Planners, Tax Preparation, Tax Accounting, CPA
Education
Boston College 2005 — 2006
Master of Science, Accounting
University of Florida 2000 — 2004
Bachelor of Science, Accounting
The LBA Group August 2015 - Present
The LBA Group 2004 - Present
Skills
Tax, CPA, GAAP, Accounting, Income Tax, Tax Preparation, Tax Returns, Tax Accounting
Education
University of North Florida 1986 — 1988
Accounting and Finance
The LBA Group December 2014 - Present
The LBA Group July 2006 - Present
The LBA Group July 2013 - December 2014
James City County 2004 - 2006
Skills
Audit, Financial Accounting, External Audit, Compliance Audits, Auditing, CPA, Assurance, GAAP, Quality Auditing, General Ledger, Internal Controls, Financial Reporting, SEC filings, Tax Preparation, Accounting, Financial Analysis, QuickBooks
Education
Florida State University - College of Business 2003 — 2004
Masters, Corporate Accounting
Florida State University - College of Business 1999 — 2003
Bachelors, Accounting
Florida State University - College of Business 1999 — 2003
Bachelors, Finance
The LBA Group 2005 - Present
Education
Michigan State University 1994 — 1996
MBA, Finance
Michigan State University 1985 — 1989
BA, SocioEconomics
The LBA Group February 2006 - Present
Skills
QuickBooks, Xero, Bill.Com, Accounting, Bookkeeping, Peachtree, Financial Reporting, Sales Tax, General Ledger, Financial Accounting, Payroll, Tax Preparation, GAAP, Tax, Account Reconciliation, Accounts Receivable, Internal Controls, Accounts Payable, Auditing
Education
Florida State College at Jacksonville 1981 — 1982
Accounting
The LBA Group September 2005 - Present
Associated Accounting January 1989 - August 2005
Skills
General Ledger, Tax Preparation, QuickBooks, Great Plains Software, GAAP, Financial Accounting, Journal Entries, CPA, Tax Returns, Income Tax, Tax Accounting, Tax, Accounting, Financial Reporting, Internal Controls, Microsoft Dynamics GP
Education
Lake Superior State University 1988 — 1990
Accounting
The LBA Group August 1992 - Present
The LBA Group August 1992 - Present
Skills
Tax Preparation, Tax, Income Tax, GAAP, Tax Returns, CPA, Financial Reporting, Accounting, Corporate Tax, Financial Accounting, Management, Auditing, Internal Controls, QuickBooks, General Ledger
Education
Florida State University - College of Business 1979 — 1983
Business, Accounting
Florida State University - College of Business 1979 — 1983
The LBA Group December 2013 - Present
Grassi & Co. December 2009 - December 2013
RSM McGladrey November 1999 - December 2009
Goldstein Golub Kessler LLP 1999 - 2006
Various Firms / Companies September 1993 - November 1999
Skills
Auditing, Internal Controls, Internal Audit, Accounting, Tax, Finance, Management Consulting, Risk Management, CPA, External Audit, Management, Sarbanes-Oxley
Education
Hofstra University School of Law 1990 — 1993
JD, N/A
Ward Melville 1981 — 1984
NYS Regents Diploma, N/A
Scott W Lanigan 2013 - Present
The LBA Group 2003 - July 2013
Bombardier Capital 2000 - 2002
Ernst & Young 1987 - 1999
Deloitte 1984 - 1987
The Charter Company 1984 - 1984
Skills
Forensic Accounting, Fraud Investigations, Auditing, Non-profits, Certified Fraud Examiner, Accounting, Financial Reporting, Financial Analysis, GAAP, Internal Controls, Financial Accounting, Litigation support
Education
Leadership Jacksonville class of 2012 2011 — 2012
University of North Florida 1982 — 1983
Master of Accountancy
Long Island University 1977 — 1981
B.S., Accounting
Hauppauge High School 1973 — 1977
Math major
The LBA Group October 2013 - Present
South East Community Renewal Associates, Inc. January 2006 - December 2012
University of Florida January 2012 - May 2012
Ability Housing of Northeast Florida, Inc. October 2011 - April 2012
University of Florida January 2011 - May 2011
Housing Partnership of North East Florida, Inc. July 2009 - October 2010
Local Initiatives Support Corporation (LISC) July 2008 - April 2009
Better Neighborhood Housing Corporation January 2006 - June 2008
Cooperative Resource Center, Inc. January 2001 - December 2005
Georgia Department of Community Affairs 1995 - 2000
Skills
Project Management, Training, Management, Contract Negotiation, Asset Management, Team Building, Negotiation, Public Speaking, Leadership, Microsoft Office, Commercial Real Estate, Finance, Time Management, Strategic Planning, Analysis, Operating Budgets, Staff Supervision, Data Analytics, Supply Chain Management, Customer Service..., Budgets, Human Resources, Operations Management, Microsoft Excel, Written and Verbal..., Microsoft Excel Pivot..., Logistics
Education
Unversity of Florida 2010 — 2011
Advanced Studies, Urban and Regional Planning
University of Pennsylvania
M.A., Regional Science
University of Pittsburgh
B.A., Sociology
The LBA Group April 2014 - Present
The LBA Group July 2012 - April 2014
The LBA Group July 2011 - July 2012
Education
Florida State University 1998 — 2002
B.S. of Merchandising
Natural Life June 2013 - Present
The LBA Group June 2007 - June 2013
The LBA Group June 2007 - May 2013
The LBA Group May 2002 - June 2007
Arthur Andersen, LLP January 1997 - May 2002
Skills
ESOP, Auditing, GAAP, GAAS, Quality Assurance, Employee Benefit Plan..., Construction Accounting, Accounting, Big 4, Employee Benefits, SEC filings, Payroll, External Audit, CPA, Financial Accounting, Internal Controls, Financial Reporting, Tax Accounting
Education
Florida State University - College of Business 1994 — 1996
Bachelor of Science (BS), Accounting and Finance
Advent Software March 2015 - Present
Bank of America September 2014 - March 2015
The LBA Group January 2014 - August 2014
JPMorgan Chase June 2012 - December 2013
JPMorgan Chase January 2011 - May 2012
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Refinance, FHA, Residential Mortgages, Banking, Credit Analysis, FHA financing, USDA, Consumer Lending, Credit Risk, Financial Analysis, Finance, Customer Service, Microsoft Excel, Microsoft Office, Financial Reporting, Outlook
Education
Florida State College at Jacksonville 2009 — 2010
Bachelor of Applied Science (BASc), Supervision and Management
University of North Florida - College of Business Administration 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
The LBA Group April 2015 - Present
The LBA Group January 2014 - April 2015
TAG Recovery May 2011 - November 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Outlook, Accounting, Customer Service, English, Strategic Planning, Windows, Financial Reporting, Research, Financial Accounting, Accounts Payable, QuickBooks, Account Reconciliation, Access, Bookkeeping
Education
University of North Florida 2012 — 2014
Bachelor's, Accounting
Santa Fe College 2009 — 2011
Associate's degree, Accounting
EverBank September 2014 - Present
EverBank January 2013 - September 2014
The LBA Group July 2011 - December 2012
The LBA Group July 2008 - June 2011
Deloitte September 2006 - June 2008
Skills
Accounting, Financial Accounting, GAAP, Financial Reporting, US GAAP, SEC filings, Big 4, Financial Statements, SEC Financial Reporting, Accounting Standards, Accounting Research, 10Q, Technical Accounting..., Financial Services, 10K, FASB, Financial Instruments, US GAAP reporting, Hedge Accounting, Fixed Assets, Public Companies, SEC, Revenue Recognition, SEC Filings
Education
University of Mississippi 2005 — 2006
Masters of Accountancy, Accounting and Finance
University of Mississippi 2001 — 2005
Bachelor of Accountancy, Accounting
The LBA Group May 2014 - Present
Awaken Church October 2012 - Present
Starbucks September 2011 - September 2012
Belk June 2011 - September 2011
Skills
Microsoft Office, Microsoft Word, Customer Service, Event Planning, Microsoft Excel, Time Management, PowerPoint, Teamwork, Outlook, Sales
Education
Jacksonville University 2010 — 2014
The LBA Group July 2012 - Present
St. Vincent's Health System - Physician Enterprise January 2011 - July 2012
Diagnostic Cardiology Associates December 2002 - December 2010
St. Vincent's HealthCare February 1980 - September 2002
Skills
Healthcare, Microsoft Office, Microsoft Excel, Hospitals, Customer Service, Microsoft Word, PowerPoint, Healthcare Management, Athena, Revenue Cycle, Physician Billing, Practice Management, Medical Billing, EMR, EHR, Healthcare Industry, Physician Relations, Healthcare Consulting, Invoicing, Performance Improvement, HIPAA, Credentialing, Accounts Receivable, Managed Care, Medicare, Medical Coding
Education
Columbia Southern University
Bachelor of Science (B.S.), Business Administration
Florida State College of Jacksonville
Associates Degree
EY September 2015 - Present
The LBA Group May 2015 - August 2015
EY January 2015 - March 2015
Yardi Systems August 2012 - October 2014
Event Photography Group May 2012 - July 2012
Child Care August 2011 - April 2012
NAI TALCOR October 2008 - August 2011
Jumpstart August 2010 - May 2011
Florida State University Department of Family and Child Sciences May 2010 - May 2011
Skills
Research, Data Entry, PowerPoint, Social Media, Public Speaking, Data Analysis, Leadership, Teamwork, Facebook, Fundraising, Marketing, Community Outreach, Public Relations, Time Management, Customer Service
Education
Florida Atlantic University 2012 — 2014
Bachelor's degree, Accounting
Florida State University 2007 — 2011
Bachelor's degree, Family and Child Sciences
James Monroe High School 2006 — 2007
The LBA Group October 2008 - Present
LBA Wealth Management, LLC 2008 - October 2012
St. Johns Investment Management Co. 1992 - 2008
Commonwealth Capital Management, Inc. 1986 - 1992
Skills
Asset Management, Alternative Investments, Strategic Planning, Equity Research, Investment Management, Investment Strategies, Bloomberg, Investment Advisory, Accounting, Private Equity, Estate Planning, Investments, Asset Allocation, Financial Modeling, Fixed Income, Mutual Funds, Due Diligence, Financial Analysis, Portfolio Management, Tax, Series 63, Securities, High Net Worth..., Wealth Management, Capital Markets, Equities, Corporate Finance, Hedge Funds, Financial Reporting, Financial Accounting, Retirement, Financial Advisory, Financial Services, Venture Capital, Strategic Financial..., Risk Management, Mergers & Acquisitions, Retirement Planning, Valuation, Series 7, ETFs, Asset Managment
Education
Chartered Financial Analyst 1993 — 1996
University of Massachusetts, Amherst 1973 — 1977
BS
The LBA Group October 2013 - Present
Tax Defense Network October 2012 - October 2013
Skills
Time Management, QuickBooks, Accounts Payable, Payroll, Bookkeeping, Tax Preparation, Journal Entries, Calculus, Accounting, General Ledger, Accounts Receivable, Differentiated..., Financial Reporting, Financial Statements, Account Reconciliation, Financial Accounting, Income Tax, Microsoft Office, Auditing, Microsoft Excel, GAAP
Education
Jacksonville University
MBA, Accounting and Finance
University of North Florida 2008 — 2011
Bachelor of Education (B.Ed.), Mathematics and Science
The LBA Group March 2014 - Present
Castle Hill Construction May 2010 - December 2014
KM Consulting October 2010 - August 2014
Newfane Congregational Church October 2009 - October 2013
Law Office of Daniel M. Copeland November 2008 - September 2009
Skills
Invoicing, QuickBooks, Payroll, Microsoft Office, Bookkeeping, Account Reconciliation, Office Management, Budgets, Financial Reporting, Accounts Payable, Accounts Receivable, Fundraising, Graphic Design, Employee Benefits, Budget Process, Notary Public, Executive Support, Leadership, Xero, Bill.com, Zen Payroll, Vend, Trade Gecko, Accounting
Education
Jacksonville University
Bachelor’s Degree
Baker Klein Engineering, PL May 2015 - Present
The LBA Group August 2012 - April 2015
K&V Investment Group August 2005 - September 2012
Magnolia Point Golf & Country Club March 1993 - August 2005
Skills
GAAP, QuickBooks, Tax Returns, Tax Preparation, General Ledger, Financial Reporting, Accounting, Financial Accounting, Tax, Income Tax, Peachtree, Internal Controls, External Audit
Education
City University of Seattle 1986 — 1998
Bachelor of Science (BS), Accounting
Florida State University - College of Business 1981 — 1982
Bachelor of Science (BS), Accounting
Frasier, Dean & Howard PLLC January 2012 - Present
Lattimore Black Morgan & Cain, PC 2008 - December 2011
The LBA Group November 2004 - December 2007
J. Sam Johnson CPA PC January 1989 - June 2004
Skills
Tax, CPA, Tax Preparation, Corporate Tax, Income Tax, GAAP, Tax Returns, Accounting, Tax Accounting, Partnership Taxation, Financial Reporting, Auditing
Education
Kennesaw State University 1984 — 1988
BA, Accounting
South Gwinnett High School 1976 — 1979
The LBA Group April 2015 - Present
Warren Averett, LLC January 2011 - April 2015
Draffin & Tucker, LLP January 2009 - January 2011
Skills
Accounting, Auditing, Financial Statements, QuickBooks, CPA, Financial Accounting, Financial Analysis, Financial Reporting, GAAP
Education
Georgia Southern University - College of Business Administration 2007 — 2008
Masters of Accountancy
Valdosta State University 2004 — 2007
TEKsystems August 2013 - Present
TEKsystems April 2012 - Present
TEKsystems July 2011 - July 2012
The LBA Group September 2010 - June 2011
CarMax December 2007 - May 2010
Legendari Ventures Inc September 2005 - December 2007
Medical Services Company December 1997 - August 2005
Skills
Windows XP Professional, Windows 7, Windows Phone 7, Outlook, PowerPoint, Printers, Software Installation, Team Leadership, Technical Support, Windows, Windows Phone, Windows Vista, Windows XP Pro, Workstations, XP, Antivirus, Change Management, Citrix, Computer Hardware, Customer Satisfaction, Customer Service, Dell Computers, Hardware, Microsoft Office, Help Desk Support, Information Technology, Microsoft Excel, Microsoft Technologies, Networking, Operating Systems, Sales, Software Documentation, Visio, Visual Studio, Windows Server, Windows XP
Education
Florida Community College at Jacksonville 2010 — 2012
Information Technology Management, IT
Florida State College at Jacksonville 2009 — 2010
Information Technology Technician, Desktop Support
Safariland June 2015 - Present
Accounting & Financial Women's Alliance (AFWA) July 2013 - Present
The LBA Group July 2005 - March 2015
CHILD Cancer Fund July 2012 - February 2015
Accounting & Financial Women's Alliance - Northeast Florida Chapter July 2011 - June 2013
CHILD Cancer Fund July 2011 - June 2012
Accounting & Financial Women's Alliance - Northeast Florida Chapter July 2007 - June 2011
WithumSmith+Brown 2003 - June 2005
Skills
Auditing, Accounting, Non-profits, Manufacturing, Construction, Financial Accounting, Audit, Financial Reporting, Internal Controls, Compliance, Financial Analysis, GAAP, Professional Services, Consulting, OMB Circular A-133, Financial Statement..., Nonprofits, Tax, SEC filings, CPA, Management, SEC Filings
Education
Rider University 1999 — 2003
BS, Accounting
Hillsborough High School 1994 — 1998
The LBA Group May 2010 - Present
DailyAccess Corporation May 2001 - January 2007
Skills
401(k) Plans, Profit Sharing Plans, Cash Balance Plans, Certified Pension..., Certified Financial..., Qualfied Pension..., Qualified 401(k)..., Mergers & Acquisitions, Plan Corrections, Plan Design, Profit Sharing, QKA, Cash Balance, 401k, Business Planning, Pension Administration, Pensions, Defined Benefit, Retirement Plan..., Retirement, ERISA, Qualified Retirement..., Employee Benefits, Defined Contribution, Retirement Planning, Financial Services
Education
Rider University 1975 — 1979
BS in Commerce, Industrial Relations
S. Mark Hand & Associates, P.A. October 2013 - Present
The LBA Group September 2012 - October 2013
Beall Barclay & Company, PLC September 2005 - September 2012
2005Ward Transportation Services, Inc June 2003 - September 2005
Stephens Inc. October 2002 - May 2003
FROST, PLLC March 2001 - October 2002
Thomas & Thomas LLP September 1999 - March 2001
Rasco Burris & Winter December 1997 - September 1999
Virco May 1996 - December 1997
Skills
Income Tax, Depreciation, Accounting, Tax Returns, Tax Research, IRS, CPA, Tax, QuickBooks, Corporate Tax, Partnership Taxation, Accounts Receivable, Tax Preparation, Tax Accounting, Accounts Payable, Fixed Assets, Finance, SEC filings, Business Tax Planning, US GAAP, Estate Tax Planning, External Audit, Small Business, Accountants, Internal Audit, S Corporations, Tax Advisory, Financial Analysis, Journal Entries, Trusts, Forensic Accounting, Assurance, Payroll Taxes, International Tax, ProSystem fx Tax, Account Reconciliation, High Net Worth..., Bookkeeping
Education
University of Central Arkansas 1994 — 1997
BBA, Accounting
The LBA Group December 2007 - Present
Dulce B. Fazel, P.A. August 2005 - December 2007
Skills
Tax Returns, Tax Preparation, Tax, QuickBooks, Accounting, Income Tax, Financial Accounting, General Ledger, Tax Accounting, Forensic Accounting, Corporate Tax, Microsoft Excel, Corporate Tax Planning, Personal Income Tax...
Education
University of North Florida - College of Business Administration 2003 — 2008
Bachelor's degree, Accounting
Sandalwood High School 1999 — 2003
High School Diploma
The LBA Group August 2015 - Present
The LBA Group May 2015 - August 2015
The LBA Group January 2015 - April 2015
Kforce Inc October 2014 - January 2015
Capstone June 2014 - July 2014
Cornerstone January 2013 - May 2013
Little Caesar’s April 2012 - October 2012
Stratchan’s Ice Cream & Desserts July 2010 - October 2010
Skills
Microsoft Excel, Microsoft Word, Financial Reporting, GAAP, Time Management, Internal Controls, Analysis, Account Reconciliation, Auditing, Data Entry, Leadership, PowerPoint, General Ledger, Tax Preparation, QuickBooks
Education
University of Central Florida - College of Business Administration 2009 — 2014
Bachelor's degree, Accounting
Novitas Solutions, Inc. August 2015 - Present
Sigma Beta Rho Fraternity, Inc. April 2014 - Present
Novitas Solutions, Inc. May 2015 - August 2015
The LBA Group January 2015 - April 2015
Dufresne & Associates, CPA, PA October 2014 - January 2015
Ennis, Pellum & Associates, CPAs May 2014 - August 2014
Florida Blue November 2013 - May 2014
University of North Florida November 2013 - April 2014
University of North Florida May 2013 - November 2013
Florida State College at Jacksonville March 2011 - August 2012
Skills
Computer Proficiency, Microsoft Excel, Teamwork, Customer Service, Team Leadership, Data Entry, Employee Relations, Outlook, Microsoft Office, Networking, Spreadsheets, Internal Audit, Account Reconciliation, Accounting, Auditing, Tax, Bookkeeping, Fixed Assets, PowerPoint, Microsoft Word
Education
University of North Florida 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Criminal Justice, 5th year senior
Florida State College at Jacksonville 2010 — 2012
Associate of Arts (AA), Accounting
The LBA Group January 2015 - Present
The LBA Group December 2012 - December 2014
Stevens, Powell & Company, PA January 2008 - November 2012
Skills
Accounting, Strategic Planning, Auditing, CPA, Sales, Tax Returns, Budgets, Microsoft Excel, Financial Analysis, Finance
Education
University of North Florida 2008 — 2011
Accounting
Georgia Southwestern State University 2006 — 2007
Bachelor's degree, Accounting
Valdosta State University 2003 — 2006
Fidelity National Financial (NYSE:FNF) July 2015 - Present
Girls Incorporated January 2013 - Present
Accounting and Financial Women's Alliance May 2014 - May 2015
The LBA Group January 2015 - April 2015
The Hurst Company C.P.A.s, P.A. October 2013 - August 2014
Brinker International May 2011 - December 2013
One Source Accounting, LLC June 2013 - August 2013
Skills
Customer Service, PowerPoint, Microsoft Office, Time Management, Microsoft Excel, QuickBooks, Evernote, Quantitative Research, Legal Research, Online Research, Bookkeeping, Financial Accounting, Financial Reporting, Event Planning, Teamwork, Social Media, Public Speaking, Microsoft Word
Education
University of North Florida 2013 — 2015
Lurleen B Wallace Community College 2009 — 2011
Associate of Arts (A.A.), Accounting and Business/Management
The LBA Group August 2015 - Present
Agility Solutions, LLC August 2013 - August 2015
Trinidad Drilling May 2012 - July 2012
Sprint May 2010 - August 2010
Sprint June 2009 - August 2009
Education
Kansas State University 2008 — 2013
MS, Accounting, BSBA, Accounting and Finance
Menéndez Pelayo International University 2011 — 2011
Spanish Language and Literature
The Silver Dollar Bar 2012 - Present
The LBA Group May 2015 - July 2015
Vineyard Vines 2012 - 2014
COAST Apparel 2011 - 2014
Merrill Lynch May 2013 - August 2013
Education
University of Georgia - Terry College of Business 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance and Financial Management Services
The LBA Group April 2015 - Present
Self Employed November 2003 - Present
Dawn A. Lunt, Inc. May 2010 - May 2015
Wee Wallaby, A Cloth Diaper Company February 2011 - May 2013
WPR, Ltd. October 2008 - October 2010
Skills
Small Business, Customer Service, Public Speaking, Microsoft Excel, Social Media Marketing, Microsoft Office, Microsoft Word, Social Media, Strategic Planning, Event Planning, Marketing, PowerPoint, Marketing Strategy, Budgets, Team Building, Outlook, Social Networking, Accounting, Retail
Education
University of North Florida 2013 — 2016
Master of Accountancy
University of North Florida 2005 — 2007
Bachelor of Arts (BA), Psychology
Florida Community College at Jacksonville 2003 — 2005
Associate of Science (A.S.), Psychology
Ja Ru Inc. December 2012 - Present
APR Energy March 2010 - December 2012
The LBA Group September 2008 - November 2009
Margo Caribe, Inc December 2007 - May 2008
Lennar Homes, LLC February 2006 - November 2007
Steinemann & Company Real estate March 2004 - February 2006
Winn-Dixie Stores, Inc August 2002 - March 2004
Skills
Strategy Development, Process Improvement, Process Development, International Business, Accounting, Budgeting, Business Planning, Start-ups, Contract Negotiation, Data Analysis, Excel, Financial Analysis, Financial Planning, Financial Reporting, Kaizen, Team Leadership, New Business Development, Operations Management, Planning, Quality Management, Risk Management, Team Building, Vendor Management, Strategic Planning, Financial Modeling, JD Edwards, IFRS, Budgets, Strategy, Internal Controls, Auditing, Strategic Financial..., Forecasting, Analysis, Cost Accounting, Variance Analysis, Finance, Internal Audit, Mergers & Acquisitions, Due Diligence, Financial Accounting, Accounts Payable, SEC filings, Financial Statements, Management, Leadership, Tax, Sarbanes-Oxley Act, GAAP, Cash Flow
Education
Flagler College 1997 — 2002
B.A. Accounting, Accounting and Finance
The LBA Group 2007 - Present
CitiStreet 1996 - 2006
Data Plans (Pencor) August 1990 - March 1996
First Coast Capital Management, Inc. October 1986 - June 1990
Education
University of North Florida - College of Business Administration 1984 — 1986
Mainwaring Accounting and Tax Services, LLC October 2008 - Present
The LBA Group September 2007 - August 2008
Verizon Enterprise Solutions Group July 1999 - January 2005
Bell Atlantic Network Integration December 1995 - June 1999
Vinson & Elkins LLP March 1988 - September 1993
Uncle Ben's Rice Company April 1986 - March 1988
Sonat Offshore Drilling, Inc September 1982 - March 1986
The Offshore Company September 1981 - August 1982
Skills
QuickBooks, Bookkeeping, Financial Analysis, Microsoft Excel, Financial Accounting, Financial Reporting, Accounts Receivable, Tax, Payroll, Accounting, Auditing, Analysis, Strategic Financial..., Internal Controls, Finance, Management, Internal Audit, Sales, Budgets, Insurance, New Business Development, Process Improvement, Start-ups, Small Business, Customer Service, Training, Business Process, Due Diligence, Financial Planning
Education
University of St. Thomas (TX) 1985 — 1988
MBA, Finance
University of South Florida 1976 — 1980
BA, Accounting
Wolfson High School 1974 — 1978
CPA in Texas since 1984
The LBA Group January 2014 - April 2014
Bank of America Merrill Lynch November 2013 - January 2014
Skills
IFRS, GAAP, Financial Reporting, Finance, Accounting
Education
University of North Florida 2011 — 2013
Masters of Accountancy
Georgia College and State University 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
The LBA Group June 2015 - Present
The LBA Group November 2013 - Present
The LBA Group October 2012 - Present
The LBA Group January 2012 - October 2012
University of North Florida August 2009 - April 2012
The LBA Group January 2011 - April 2011
Best Fence Company of Jacksonville, Inc. October 2007 - August 2010
Workplace Solutions, Inc. 2006 - 2007
AAA Networks 1995 - 1996
Skills
Financial Reporting, Tax, Management, Tax Preparation, Tax Accounting, Accounting, General Ledger, GoSystems, CCH ProSystem fx, ProSystem fx Tax, Business Analysis, Financial Accounting, Administration, Planning, Organizing, Problem Solving, Cost Accounting, Teamwork, Team Leadership, Customer Service, Excel, Word, English, Budgeting, Banking, Team Building, Business Management, Microsoft Office, Optimization, PowerPoint, Microsoft Office 2007, Quicken, Accounts Receivable, Account Management, Outlook, Peachtree, Analytics, Social Networking, Social Media, Go File Room, Government Contracting, Windows, Event Planning, Fundraising
Education
University of North Florida 2009 — 2012
Bachelors of Business Administration, Accounting
The LBA Group October 1999 - Present
Skills
Networking, Backup Exec, Microsoft Operating..., Information Technology, Computer Hardware
Education
Columbia College 1997 — 2001
BS, Computer Information Science
The LBA Group April 2013 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Tax, Accounting, General Ledger, QuickBooks, Auditing, Financial Accounting, Financial Reporting, Financial Analysis, Internal Controls
Education
University of North Florida 2010 — 2012
the LBA Group July 2014 - Present
Education
University of North Florida - College of Business Administration
Bachelor of Business Administration (B.B.A.), Accounting
University of North Florida - College of Business Administration
Master of Business Administration (M.B.A.), Business Administration and Management, General