The Siegfried Group
Industry: Company
DescriptionHeadquarters: Wilmington, Delaware, United States Founded: 1988 Subsidiary: Siegfried & Schieffer Llc
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The Siegfried Group Employees
Jon Brumely Texas Venture Labs August 2015 - Present
Dell May 2015 - August 2015
Adobe September 2014 - December 2014
Assurant April 2011 - July 2014
The Siegfried Group December 2010 - March 2011
Deloitte September 2008 - June 2010
Santa Clara University Multicultural Center October 2007 - June 2008
Skills
US GAAP, Microsoft Excel, Accounting, XBRL, Microsoft Word, Auditing, PowerPoint, Cognos, Crossfire, Accounts Payable, Financial Accounting, Data Analysis, Analysis, Finance, Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Santa Clara University 2004 — 2008
Leavey School of Business, Accounting; & International Business
LyondellBasell September 2014 - Present
The Siegfried Group February 2013 - August 2014
Deloitte September 2009 - February 2013
Skills
US GAAP, Internal Controls, External Audit, Sarbanes-Oxley Act, SEC filings, Auditing, GAAP, Financial Reporting, IFRS, Assurance, Financial Accounting, Big 4, CPA, Internal Audit, Financial Analysis, Sarbanes-Oxley, Financial Audits, SOX 404, Variance Analysis, Tax, Month End Close, Percentage of Completion, Account Reconciliation, Forecasting, Production Budgeting, EAC, SEC Filings
Education
Michigan State University 2004 — 2009
Master of Science (MS), Accounting
The Siegfried Group December 2014 - Present
The Siegfried Group December 2012 - December 2014
Giddy, Inc. 2002 - 2007
Zoot Sports 2000 - 2001
Wind River 1998 - 1999
Wind River 1997 - 1998
Ernst & Young 1994 - 1997
Skills
Sales and Business..., Business Strategy, Marketing Strategy, Marketing Communications, Financial Analysis, Financial Forecasting, Team Management
Education
Ohio University 1990 — 1994
Bachelor's degree, Accounting
The Siegfried Group March 2014 - Present
Skills
Assurance, Sarbanes-Oxley Act, External Audit, Internal Controls, Financial Reporting, Big 4, Auditing, Accounting, Financial Accounting, Financial Analysis, Financial Statements, Sarbanes-Oxley, CPA, IFRS, GAAP, Financial Audits, Oracle ERP, Restructuring
Education
The University of British Columbia 2008 — 2009
Diploma of Accounting Program, Accounting
Pomona College 2001 — 2005
Bachelor of Arts (BA), Physical and Biological Anthropology
The Siegfried Group September 2013 - Present
Skills
Financial Reporting, Auditing, Sarbanes-Oxley Act, SEC filings, Accounting, US GAAP, Financial Accounting, Internal Controls, CPA, Enterprise Risk..., Internal Audit, Tax, Financial Analysis, General Ledger
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Accounting and MIS
The Siegfried Group January 2015 - Present
The Siegfried Group, LLP January 2014 - Present
Grant Thornton LLP September 2008 - December 2013
Grant Thornton LLP September 2006 - August 2008
Metropolitan State College of Denver August 2003 - May 2006
Grabau & Co December 2005 - April 2006
Carmel Organizers of Conferences and Events January 2001 - July 2002
Skills
Financial Reporting, GAAP, Accounting, SEC filings, Audits of Employee..., Assurance, General Ledger, Financial Analysis, Sarbanes-Oxley Act, CPA, Internal Controls, Financial Accounting, Sarbanes-Oxley, Consolidation, Financial Statements, Tax, SEC Filings, External Audit
Education
Metropolitan State College of Denver 2002 — 2006
BSc., Accounting
Millstein & Co. LP January 2015 - Present
The Siegfried Group January 2011 - December 2014
Grant Thornton November 2004 - November 2010
Next Jump 2007 - 2008
Standard Motor Products 2006 - 2008
Punongbayan & Araullo November 2000 - November 2004
Skills
Internal Controls, Sarbanes-Oxley Act, GAAP, IFRS, Internal Audit
Education
San Beda College 1995 — 1999
Bachelor of Science (B.S.), Accountancy
EY October 2014 - Present
EY April 2014 - September 2014
The Siegfried Group August 2013 - March 2014
Deloitte & Touche August 2012 - August 2013
Deloitte & Touche September 2010 - August 2012
Skills
Auditing, External Audit, Sarbanes-Oxley Act, GAAP, CPA, Accounting, Microsoft Office, Big 4, Forecasting, QuickBooks, Financial Analysis, Financial Reporting, Leadership, IFRS, US GAAP, Internal Controls, Financial Statements, Financial Accounting, SEC Financial Reporting, US GAAP reporting, Allowance for Loan..., SOX 404, Microsoft Excel, SEC filings, SOX Compliancy, Financial Audits, Sarbanes-Oxley
Education
Miami University 2006 — 2010
BS, Accounting
KapStone Paper and Packaging Corporation October 2014 - Present
Kapstone Paper and Packaging Corporation October 2011 - September 2014
The Siegfried Group October 2010 - March 2011
Reznick Group August 2007 - June 2010
Skills
Auditing, GAAP, Accounting, Consolidation, US GAAP, Financial Reporting, Financial Accounting, Financial Statements, General Ledger, Internal Controls, SEC filings, Account Reconciliation, Sarbanes-Oxley Act, Forecasting, Analysis, Process Improvement, Budgets
Education
Northern Illinois University 2004 — 2007
M.A.S, Accountancy
Moraine Valley Community College 2002 — 2004
Associate, Business Administration
Parker + Lynch August 2013 - Present
PulteGroup March 2012 - August 2013
The Siegfried Group October 2011 - March 2012
KPMG September 2006 - April 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Reporting, GAAP, External Audit, CPA, US GAAP, Internal Audit, Sarbanes-Oxley, Revenue Recognition, Auditing, SEC filings, Consolidation, General Ledger, Financial Accounting, Hyperion Enterprise, Financial Analysis, SEC Filings, Microsoft Excel
Education
Oakland University
Bachelor's degree, Accounting
The Siegfried Group September 2015 - Present
Skills
SEC filings, US GAAP, Internal Controls, External Audit, GAAP, Financial Reporting, CPA, Accounting, Sarbanes-Oxley Act, Auditing, Financial Accounting, Big 4, Cash Flow, Tax, Analysis, Assurance, Financial Statements, Sarbanes-Oxley, Consolidation, IFRS, Internal Audit, SEC Filings, Financial Analysis, Management
Education
Miami University 2007 — 2008
Masters, Accounting
Miami University 2003 — 2007
Bachelor's of Science in Business, Accounting
The Siegfried Group January 2013 - Present
VWR August 2012 - December 2012
Ernst & Young October 2009 - July 2012
Skills
Internal Controls, Sarbanes-Oxley Act, GAAP, Auditing, Financial Reporting, SEC filings, US GAAP, Accounting, Financial Accounting, Sarbanes-Oxley, Internal Audit, Financial Analysis, General Ledger
Education
Penn State University 2004 — 2008
BS, Accounting
U.S. Navy Reserve July 2008 - Present
Various Michigan Air Shows 2005 - Present
Rehmann January 2012 - June 2014
The Siegfried Group 2009 - September 2011
Accretive Solutions July 2006 - July 2008
Jefferson Wells January 2005 - June 2006
Angott Search Group December 2002 - December 2004
Corporate Consulting Associates June 2001 - December 2002
Deloitte & Touche August 1999 - June 2001
BDO Seidman, LLP February 1996 - August 1999
Skills
Business Development, Financial Reporting, Navy, Defense, Management, Accounting, Financial Analysis, Recruiting, Financial Accounting, Tax, Budgets, CPA, Strategic Planning, Forecasting, Strategic Financial..., Managerial Finance, Tax Research, Tax Preparation, Partnership Taxation
Education
Walsh College of Accountancy and Business Administration 1993 — 1996
MS, Taxation
Michigan State University - The Eli Broad College of Business 1986 — 1990
BA, Accounting
The Siegfried Group December 2013 - Present
Baker Tilly Virchow Krause December 2008 - April 2013
El Correcaminos Accounting Service January 2006 - April 2008
Trujillo's Tax Services January 2007 - November 2007
Skills
Bilingual-Spanish/Englis..., Accounting and Auditing..., Microsoft Office, Accounting, Audit, Auditing, Financial Reporting, Excel, Corporate Tax, Financial Statements, Tax, Bookkeeping, Microsoft Excel, Financial Accounting, Sales Tax, Internal Audit, Finance, Forecasting, GAAP, Budgets, Internal Controls, Financial Analysis
Education
Metropolitan State University 2008 — 2012
Bachelor of Science (BS), Accounting
Saint Paul Technical College 2002 — 2006
AA; BA, Accounting; Business Administration
UTU Uruguay 1996 — 1999
Bachelor's degree, Business Administration and Management, General
The Siegfried Group January 2013 - Present
SunTrust Bank January 2012 - December 2012
CAR Financial Services April 2010 - January 2012
KPMG August 2007 - April 2010
Skills
GAAP, Sarbanes-Oxley Act, SEC filings, Risk Management, US GAAP, Internal Controls, Sarbanes-Oxley, Auditing, Financial Reporting, External Audit, Accounting, Financial Accounting, Financial Analysis, General Ledger, Financial Statements, Account Reconciliation, Revenue Recognition, Process Improvement
Education
North Carolina A&T State University 2002 — 2006
BS, Accounting
The Siegfried Group December 2014 - Present
Deloitte & Touche August 2013 - November 2014
Deloitte & Touche September 2011 - August 2013
Brookdale Senior Living January 2011 - September 2011
Brookdale Senior Living December 2009 - January 2011
Skills
Microsoft Office, Auditing, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Variance Analysis, CPA, Cash Management, Financial Reporting, GAAP, External Audit
Education
Marquette University 2010 — 2011
Master's degree, Accounting
Marquette University 2006 — 2010
Bachelor of Science (BS), Accounting
The Siegfried Group December 2014 - Present
BDO USA, LLP November 2012 - November 2014
Asher & Company, Ltd. (acquired by BDO) January 2012 - November 2012
Asher & Company, Ltd. (acquired by BDO) September 2008 - November 2012
Computer Business Systems May 2006 - June 2008
Rotary club of Haddonfield May 2006 - June 2008
Asher & Company, Ltd. January 2008 - March 2008
Curry & Company May 2007 - September 2007
Skills
Assurance, Accounting, Financial Accounting, Auditing, US GAAP, Tax Accounting, Tax Preparation, Affordable Housing, Local Government, Closely Held Companies, Yellow Book, Commercial Real Estate, Compliance, A-133, Reviews, OCBOA, SEFA, Not-for-profit, GAAS, Financial Analysis, Corporate Tax, Account Reconciliation, Payroll, Financial Statements
Education
Rutgers University – Camden 2004 — 2008
BS, Accounting
Haddon Township High School 2000 — 2004
The Siegfried Group September 2013 - Present
Deloitte September 2011 - September 2013
Skills
Financial Reporting, Financial Analysis, Internal Controls, Accounting, US GAAP, Financial Accounting, Sarbanes-Oxley Act, External Audit, SEC filings, GAAP, Financial Modeling
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor's degree, Accounting
FCA Fiat Chrysler Automobiles September 2014 - Present
The Siegfried Group September 2013 - September 2014
KPMG July 2011 - September 2013
KPMG November 2009 - June 2011
Skills
SEC filings, Internal Controls, US GAAP, Financial Reporting, Auditing, Financial Accounting, Accounting, Financial Analysis, GAAP, Sarbanes-Oxley Act, External Audit
Education
Michigan State University - The Eli Broad College of Business 2008 — 2009
Masters of Science in Accounting, Accounting
Michigan State University - The Eli Broad College of Business 2003 — 2008
Bachelor of Arts (B.A.), Accounting
The Siegfried Group January 2013 - Present
The Siegfried Group June 2011 - January 2013
Polypore International Inc May 2007 - January 2011
Air Cleaning Technologies Inc May 2004 - May 2007
Iron & Glass Bank May 2002 - May 2004
Skills
Forecasting, Translation, Policy Analysis, Accounting, Budget, Financial Analysis, Budgets, Internal Controls, Auditing, Financial Reporting, GAAP, SAP, Sarbanes-Oxley Act, Finance, Internal Audit, US GAAP, Financial Accounting, Management
Education
Robert Morris University 2002 — 2003
Masters of Business Administration
West Virginia University 1997 — 2001
Bachelor of Science
JPMorgan Chase June 2013 - Present
The Siegfried Group December 2010 - June 2013
KPMG September 2007 - December 2010
Skills
pivot tables, microsoft office, business objects, cognos, e-Audit, SAP, Oracle, Merit, Financial Reporting, Financial Analysis, Control Testing, Auditing, Professional skepticism, technical accounting..., fas 157, fin 39, Financial Services, Reconciliations, Process improvement
Education
Penn State University 2003 — 2007
BS, Accounting
OMD Media Direction 2012 - Present
Independent Contractor 2010 - April 2012
Estee Lauder Companies, Inc. 2009 - 2010
The Siegfried Group 2006 - 2008
BDO USA, LLP 2003 - 2006
Skills
Financial Reporting, Internal Controls, Financial Analysis, Audit, General Ledger, Quickbooks, Accounting, Cash Flow, Cash Management, GAAP, Account Reconciliation, Budgeting, Auditing, Variance Analysis, Analysis, Hyperion, SOX, Forecasting, Compliance, Accounts Payable, Accounts Receivable, SEC reporting, Financial Accounting, Journal Entries, Advanced Excel, COSO, ITGC
Education
City University of New York-Queens College
B.A., Accounting and Information Systems
The Siegfried Group September 2014 - Present
Big Brothers Big Sisters of Greater Manchester July 2014 - Present
Howe, Riley & Howe, PLLC January 2008 - August 2014
Applebee's October 2005 - August 2007
Systematic Accounting, Inc. October 2005 - May 2006
Lakeside Restaurant November 2000 - October 2005
Skills
Accounting, Tax Preparation, Business Tax Planning, Auditing, Personal Tax Planning, Accounts Payable, Tax, QuickBooks, Corporate Tax Planning, Audits of Employee..., Nonprofits, Internal Controls, Financial Reporting, Financial Statements, Financial Accounting, Corporate Tax, GAAP, Financial Analysis, US GAAP, Income Tax, Tax Returns, General Ledger, Microsoft Excel, Account Reconciliation, Budgets, Sarbanes-Oxley Act, Payroll
Education
Southern New Hampshire University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Northern Essex Community College
Associate of Science (A.S.), Accounting
Northern Essex Community College
Associate of Science (A.S.), Business Management
Sanborn Regional High School
AFL CIO February 2015 - Present
National Labor College January 2012 - December 2013
Black Entertainment Television March 2008 - October 2011
Discovery Communications November 2007 - February 2008
The Siegfried Group August 2005 - September 2007
Marriott International 2001 - 2005
Skills
Month End Close, Financial Analysis, Financial Planning, Process Improvement, Financial Reporting, Accounting, Internal Audit, Finance, Forecasting, General Ledger, Analysis, Account Reconciliation, Management, Sarbanes-Oxley Act
Education
University of Maryland University College 2007 — 2009
Masters in Business Adminstration, Global Business
North Carolina Agricultural and Technical State University 1994 — 1998
Bachelor of Science, Accounting
Title Tales, LLC February 2015 - Present
The Siegfried Group November 2006 - January 2015
Fortune 100 Investment Bank July 2008 - July 2012
MBNA America / Bank of America July 2005 - June 2006
Marco International / Globe Metallurgical January 2003 - June 2005
Modern Group August 1999 - July 2002
Skills
Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Accounting, Financial Audits, GAAP, Internal Audit, Forecasting, Project Management, Mergers & Acquisitions, Acquisition Integration, Tax, Finance, Financial Accounting, Financial Reporting, SEC filings, Consolidation, Auditing, US GAAP, CPA, Financial Modeling, Management, General Ledger, Budgets, Analysis, SEC Filings
Education
Mississippi State University 2012 — 2016
MBA candidate
Wheeling Jesuit University 1995 — 1999
BS
Bishop Eustace 1991 — 1995
High School
Wells Fargo August 2013 - Present
Bank of America June 2012 - August 2013
The Siegfried Group April 2011 - June 2012
Time Warner Cable October 2009 - April 2011
KPMG September 2004 - November 2008
KPMG June 1999 - September 2004
RTM Restaurant Group June 1996 - June 1999
Belk Stores Services October 1998 - March 1999
CARQUEST June 1998 - October 1998
Education
North Carolina State University 1990 — 1995
Bachelors of Arts, Accounting
Citi August 2006 - October 2009
The Siegfried Group May 2004 - August 2006
Ernst & Young October 2001 - May 2004
Skills
Financial Reporting, Internal Controls, Financial Analysis, Auditing, US GAAP, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Modeling, Financial Accounting, Consolidation, Accounting, Process Improvement, GAAP
Education
Rutgers University – Camden 1997 — 2001
The School for Social Entrepreneurs - Ontario November 2012 - 2015
MicroStrategy January 2009 - August 2011
The Siegfried Group October 2007 - January 2009
Deloitte & Touche LLP September 2005 - October 2007
Skills
Consulting, Start-ups, Business Development, Strategy, Social Entrepreneurship, Non-profits, Analysis, Capacity Building, Internal Controls, Research, Auditing, Process Improvement, Corporate Finance, Management, Strategic Planning, Project Management
Education
OCAD University 2014 — 2015
Masters in Design
Texas Christian University 2001 — 2005
BBA
Wells Fargo Securities January 2015 - Present
RBS International Banking January 2013 - November 2014
Royal Bank of Scotland Group August 2010 - December 2012
RBS Global Banking & Markets September 2008 - July 2010
The Siegfried Group August 2007 - August 2008
Deloitte & Touche LLP September 2005 - July 2007
Deloitte & Touche LLP October 2003 - September 2005
Skills
SOX, Audit, Accounting, Banking, Internal Audit, Internal Controls, Business Management, External Audit, Restructuring, Sarbanes-Oxley Act, Risk Assessment, Financial Audits, Assurance, Big 4, Operational Risk, Process Improvement, Sarbanes-Oxley, Cash Management, Change Management, Business Process..., Auditing, Finance, Financial Risk, Forecasting, Management, Mergers & Acquisitions, Risk Management, Communication, Financial Analysis, Financial Modeling
Education
Sacred Heart University 1999 — 2003
Bachelor of Science
Morris Catholic 1995 — 1999
Deloitte June 2014 - Present
The Siegfried Group September 2013 - March 2014
TD March 2013 - August 2013
PwC January 2011 - February 2013
PricewaterhouseCoopers LLP September 2007 - December 2010
PricewaterhouseCoopers June 2006 - August 2006
Skills
GAAP, SEC filings, Financial Statements, CPA, Financial Modeling, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, Assurance, IFRS, Sarbanes-Oxley, Internal Audit
Education
Penn State University 2003 — 2007
Accounting, International Business
The University of Queensland 2006 — 2006
Abroad Study, International Business
The Siegfried Group March 2015 - Present
PwC (Capital Markets and Accounting Advisory Services) October 2011 - March 2015
GPT Management Holdings Limited August 2006 - June 2011
PwC January 2003 - June 2006
Skills
Internal Controls, Auditing, Accounting, Finance, Forecasting, Account Reconciliation, US GAAP, Financial Statements, IFRS, Tax, External Audit, SAP, Consolidation, Budgets, Process Improvement, Hyperion Enterprise, Management, Bank Reconciliation, Financial Forecasting, Restructuring, Financial Reporting
Education
Monash University
Bachelor of Business, Accounting
Dell June 2014 - Present
Dell September 2012 - June 2014
Quest Software September 2011 - September 2012
Quest Software February 2007 - August 2011
Attachmate / NetIQ October 2006 - February 2007
The Siegfried Group October 2005 - October 2006
BMC Software October 2004 - October 2005
Halliburton October 2001 - October 2004
Skills
Revenue Recognition, VSOE, SOX, Analysis, Financial Accounting, Financial Reporting, Financial Analysis, Financial Risk..., Internal Controls, Accounting, Auditing, Microsoft Office, US GAAP, SOP 97-2, EITF 09-3, EITF 08-1, Policy Analysis, Sarbanes-Oxley Act, Sales Operations, Management, Acquisition Integration, Sarbanes-Oxley, Business Process, SaaS, Enterprise Software, Salesforce.com, SEC filings, Oracle E-Business Suite, Integration, Essbase, Cash Flow
Education
Santa Clara University 1993 — 1997
BSC, Accounting
The Bishop's School 1987 — 1993
Paradigm January 2013 - April 2014
Paradigm March 2008 - January 2013
The Siegfried Group January 2005 - March 2008
Deloitte May 2002 - December 2005
Arthur Andersen & Co. 2001 - 2002
Arthur Andersen & Co. September 2000 - 2001
Skills
Sarbanes-Oxley Act, SEC filings, US GAAP, Revenue Recognition, Consolidation, Financial Reporting, General Ledger, Auditing, Hyperion Enterprise, Financial Audits, Accruals, Assurance, Budgets, Journal Entries, Accounting, CPA, GAAP, Internal Controls, Sarbanes-Oxley, Variance Analysis, SEC Filings
Education
University of Houston at Victoria
Masters of Business Administration, Accounting
Northern Illinois University
Bachelor's Degree, Accounting
Northern Illinois University
Bachelor's Degree, Human Resources Management
Tupperware Brands 2014 - Present
The Siegfried Group December 2013 - 2014
Roper Industries June 2011 - November 2013
PricewaterhouseCoopers July 2010 - June 2011
PricewaterhouseCoopers September 2007 - June 2010
Skills
Financial Accounting, Internal Audit, External Audit, Financial Analysis, SOX, Internal Controls, SEC reporting, Microsoft Office, Sarbanes-Oxley Act, SEC filings, Auditing, Assurance, Finance, Financial Audits, GAAP, US GAAP, Financial Reporting, Accounting, CPA, SAS70
Education
Miami University 2002 — 2007
BS Accounting, Accounting
State Street June 2015 - Present
Cambridge Associates May 2014 - September 2014
PricewaterhouseCoopers October 2012 - May 2014
The Siegfried Group December 2010 - August 2012
Computershare December 2009 - December 2010
Alexander, Aronson, Finning & Co., P.C. 2008 - 2008
Deloitte & Touche LLP 2006 - 2008
Skills
Mutual Funds
Education
Northeastern University 2005 — 2006
MBA & MSA, Business & Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BS, Business Administration/Marketing
The Siegfried Group Financial Manager - Capital Markets GroupFleetBoston FinancialMarch 2000 - May 2004
PricewaterhouseCoopers 1997 - 2000
New England Life March 1991 - December 1996
Skills
Financial Reporting, SEC filings, Finance, Internal Controls, Analysis, Accounting, Sarbanes-Oxley Act, Auditing
Education
Northeastern University 1990 — 1995
Bachelor of Science, Accounting
The Siegfried Group September 2013 - Present
BDO USA, LLP November 2011 - September 2013
BDO USA, LLP 2011 - 2011
Alexander Grasso ESQ 2009 - 2010
Collins Stewart 2008 - 2009
Skills
SEC filings, US GAAP, Auditing, Corporate Tax, Sarbanes-Oxley Act, CPA, Accounting, Financial Reporting, GAAP, External Audit, Internal Controls, Financial Accounting, Assurance, SEC Filings, Sarbanes-Oxley, Revenue Recognition, Financial Analysis
Education
Pace University - Lubin School of Business
The Siegfried Group May 2013 - Present
Dixon Hughes Goodman LLP September 2011 - April 2013
Maxwell Locke & Ritter LLP November 2008 - August 2011
Plante & Moran August 2006 - October 2008
Skills
Accounting, Assurance, Financial Reporting, Financial Statements, GAAP, Auditing, CPA, Internal Controls, SEC filings, US GAAP, Finance, Corporate Tax, Financial Accounting, Internal Audit, Sarbanes-Oxley Act
Education
Michigan State University 2005 — 2006
Masters of Science in Accounting
Michigan State University - The Eli Broad Graduate School of Management 2002 — 2005
Bachelor of Arts in Accounting
The Siegfried Group November 2014 - Present
PwC September 2011 - October 2014
Skills
Financial Accounting, Auditing, Financial Reporting, Teamwork, Financial Analysis, Accounting, Assurance, IFRS, Internal Audit, Tax
Education
Saint Mary's University 2007 — 2011
Sabre Corporation August 2014 - Present
Holthouse Carlin & Van Trigt LLP July 2013 - August 2014
TPG Capital January 2012 - June 2013
PricewaterhouseCoopers Fort Worth May 2010 - December 2011
PricewaterhouseCoopers Bermuda February 2008 - April 2010
Parente Randolph January 2007 - January 2008
The Siegfried Group June 2004 - January 2007
Brandywine Accounts Management, Inc September 2003 - May 2004
Skills
Accounting, General Ledger, Tax, QuickBooks, Financial Statements, Accounts Payable, Fixed Assets, Variance Analysis, Tax Returns, US GAAP, Corporate Tax, Consolidation, Income Tax, Financial Reporting
Education
Nicholls State University 1998 — 2002
Bachelor, Accounting
JPMorgan Chase July 2012 - Present
The Siegfried Group February 2007 - June 2012
Ernst & Young April 2006 - February 2007
Deloitte & Touche LLC September 2003 - July 2006
Skills
Auditing, Financial Reporting, Financial Services, Internal Controls, Accounting, Tax, General Ledger, Financial Statements, Corporate Tax, Asset Management, Fund Accounting, Private Equity, Mutual Funds, Hedge Funds, Sarbanes-Oxley Act, US GAAP, GAAP, Financial Analysis, Financial Accounting
Education
Boston University 1988 — 1992
BS, Accounting
Northeastern University
Agenus (formerly Antigenics) August 2008 - Present
The Siegfried Group January 2008 - July 2008
Antigenics January 2005 - January 2008
Randstad North America August 1998 - December 2004
Skills
Talent Acquisition, Recruiting, Human Resources, Performance Management, Employee Relations, Leadership, Talent Management, Strategy, Business Development, Organizational..., Leadership Development, Management, Personnel Management, Training, Onboarding, Temporary Placement, Employment-based...
Education
Saint Mary's College
BA
Saint Mary's College of California
Summerwood Corp. June 2014 - Present
Airgas Medical Services June 2013 - May 2014
NBC Regional Sports Group July 2012 - June 2013
PwC December 2011 - March 2012
PetFoodDirect.com July 2010 - August 2011
The Siegfried Group June 2004 - May 2009
ACE Insurance October 2008 - April 2009
Unisys Corporation January 2007 - January 2008
PricewaterhouseCoopers 2004 - 2006
Deloitte & Touche LLP 1999 - 2004
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, SEC filings
Education
Saint Joseph's University 1995 — 1999
B.S., Accounting, Cum Laude
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1999
Monsignor Bonner 1991 — 1995
High School Diploma
U.S. Cellular September 2015 - Present
Purdue Alumni Club of Northwest Indiana June 2014 - Present
TTX Company November 2010 - August 2015
Purdue Club of Chicago July 2007 - 2012
The Siegfried Group May 2007 - November 2010
Ernst and Young 2005 - 2007
Deloitte 2003 - 2005
Retail Ventures 2000 - 2003
KPMG 2000 - 2002
Blue & Co, LLC 1998 - 2000
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Process Improvement, Budgeting, SOX, Change Management, SAP, Sarbanes-Oxley Act, Internal Controls, SEC filings, General Ledger, US GAAP, GAAP
Education
Purdue University 1993 — 1997
BS, Accounting
Purdue University - Krannert School of Management 1993 — 1997
BS, Accounting
Bishop Noll 1989 — 1993
High School
DSA Realty Services LLC 2013 - Present
The Siegfried Group 2011 - 2012
ShoreTel 2009 - 2011
KPMG, LLP 2005 - 2008
NASDAQ 2004 - 2005
Citi 2002 - 2003
Skills
Real Estate, Investment Properties, Negotiation, Accounting, Real Estate Transactions, Residential Homes, Sales, Finance, Luxury, Sellers, Buyer Representation, Condos, Management, Consulting, Apartments, Financial Modeling
Education
Pace University 2001 — 2005
BA, ACCOUNTING
The Siegfried Group June 2015 - Present
Plante Moran January 2012 - June 2015
Caterpillar Inc. May 2011 - August 2011
Einfeld Symonds Vince Chartered Accountants May 2010 - July 2010
Dauby O'Connor & Zaleski January 2010 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Auditing, External Audit, CPA, Public Sector Accounting, Tax, Finance, Financial Accounting
Education
Purdue University 2007 — 2011
Bachelor of Science (BS), Accounting, 3.86/4.0
CAPA - International Education Program 2010 — 2010
Study Abroad Course Completion
Paperless Post September 2015 - Present
The Siegfried Group November 2013 - August 2015
Bauerle and Company, PC January 2012 - October 2013
KPMG September 2008 - January 2012
Northwestern Mutual October 2010 - January 2011
Skills
Auditing, Accounting, Financial Reporting
Education
University of Southern California 2007 — 2008
MAcc, Accounting
Pepperdine University 2003 — 2007
BS, Business Administration
Public Service Electric and Gas August 2015 - Present
Public Service Electric and Gas July 2014 - August 2015
Public Service Electric and Gas February 2014 - July 2014
Fundtech August 2013 - January 2014
TD Bank Group November 2011 - May 2013
Protiviti May 2011 - October 2011
The Siegfried Group November 2010 - April 2011
Rothstein Kass October 2008 - June 2010
Deloitte AG September 2003 - September 2008
Skills
Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Accounting, GAAP, External Audit, US GAAP, Internal Audit, Assurance, Financial Analysis, Financial Accounting, Special Assignments, Risk Based Audits, Engagement Planning, Audits of Employee..., Capital Adequacy, Regulatory Capital, Basel II, RWA, OSFI, FFIEC, CCAR, Basel I, Consolidated Financial..., Oracle Applications, ERP Implementations, Intercompany..., Intercompany Accounts, Financial Statement..., Consolidated Reporting, Utility Industry, Power Transmission, Transmission Lines, Legal Issues, A/R Collections, Lease Negotiations, Project Management, FERC
Education
Montclair State University 1999 — 2003
BA, Accounting
The Siegfried Group July 2015 - Present
KPMG US July 2014 - July 2015
Rothstein Kass November 2013 - June 2014
Rothstein Kass November 2011 - October 2013
Muhlenberg College June 2008 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Time Management, Financial Reporting, Social Media, Auditing, Accounting, Financial Accounting, Financial Statements, GAAP, Hedge Funds, Internal Controls, Bloomberg Terminal, Fund Accounting, US GAAP, Fund Of Funds, SEC filings
Education
Muhlenberg College 2007 — 2011
BA, Accounting and Finance
School District of Philadelphia September 2013 - June 2014
New Jersey Department of Environment Protection (client) 2013 - 2014
ACHIEVEability (client) 2011 - 2012
Howard University 2010 - 2011
The Siegfried Group 2004 - 2011
Trinity Health (HQ Michigan) 2009 - 2010
Ingersoll Rand 2008 - 2009
Airgas 2007 - 2008
Deutsche Bank 2006 - 2007
GrafTech International 2005 - 2006
Skills
Accounting, Analysis, Auditing, Budgeting, Business Analysis, Business Development, Business Planning, Business Strategy, Cash Flow, Compliance, Consolidation, Cross-functional Team..., Debt, Financial Analysis, Financial Management, Financial Reporting, Forecasting, GAAP, General Ledger, Internal Audit, Internal Controls, Management Consulting, Mergers, Non-profits, PeopleSoft, Problem Solving, Process Improvement, Project Management, Restructuring, Sarbanes-Oxley Act, SEC reporting, Strategic Planning, Team Building, Team Leadership, Technical Writing, Budgets, Managerial Finance, SEC filings, Financial Statements, Mergers & Acquisitions, Financial Accounting, Financial Modeling, Strategic Financial..., Leadership, Corporate Finance, Business Process..., Strategy, Management, Variance Analysis, Finance
Education
Temple University 1988 — 1992
BBA, Finance and Real Estate
Philadelphia University 1998 — 2001
MBA, Finance
The Siegfried Group September 2013 - Present
Kuraray America, Inc September 2014 - June 2015
EY September 2013 - July 2014
Deloitte September 2011 - September 2013
Deloitte & Touche January 2008 - September 2011
Northeastern University June 2010 - December 2010
Spector Foo Weissman May 2007 - August 2008
Bergen County Board of Chosen Freeholders July 2004 - July 2006
Skills
Accounting, Financial Reporting, Access, Microsoft Excel, Accounts Payable, External Audit, Auditing, PowerPoint, Microsoft Word, Financial Accounting, Tax, Finance, Financial Analysis, Reconciliation, Account Reconciliation, Excel, Word, Financial Statements, US GAAP, CPA, Microsoft Office, Analysis, Process Improvement, Business Process..., Project Management, Financial Systems..., ERP Implementations
Education
Northeastern University 2012 — 2013
Master's Certificate in Forensic Accounting, Accounting and Finance, A
Northeastern University 2006 — 2010
BSBA, Accounting and Management Information Science
Crowe Horwath LLP July 2015 - Present
The Siegfried Group October 2014 - June 2015
PwC July 2012 - October 2014
PwC September 2009 - July 2012
Skills
Microsoft Excel, Project Management, Project Planning, Microsoft Word, Financial Accounting, External Audit, Sarbanes-Oxley Act, Internal Controls, Analysis, Financial Reporting
Education
Morehouse College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Vistage May 2014 - Present
CalCPA May 2012 - May 2015
Robert Half Management Resources October 2011 - April 2014
Girls on the Run of San Diego 2009 - 2013
Transition Staffing Group April 2010 - October 2011
Vaco November 2007 - April 2010
The Siegfried Group June 2007 - November 2007
Deloitte & Touche, LLP 2004 - 2007
KPMG 2000 - 2004
Skills
Strategic Financial..., Mergers & Acquisitions, Management, Enterprise Risk..., Due Diligence, Executive Coaching, Executive Level..., Executive Search, Board Development, Leadership Development, Internal Controls, Auditing, Accounting, Financial Analysis, Financial Statements, Finance, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Reporting, Tax, Financial Accounting, GAAP, Consolidation, Corporate Tax, US GAAP, Managerial Finance, Financial Planning, CPA, Analysis, Fixed Assets, Financial Modeling, Income Tax, Payroll, External Audit, IFRS, Big 4, IT Audit, Account Reconciliation, Audit, Tax Compliance, Financial Management, Sarbanes-Oxley, Tax Research, SEC reporting, SOX, Compliance, Mergers, SEC Filings, Leadership
Education
San Diego State University-California State University 2004 — 2005
MS, Taxation
University of California, Riverside 2002 — 2004
BS, Business Administration with an emphasis in Accounting
The Siegfried Group October 2014 - Present
GHP Horwath, P.C. August 2013 - September 2014
GHP Horwath, P.C. September 2012 - July 2013
CliftonLarsonAllen January 2011 - September 2012
Edge Construction Specialties July 2010 - December 2010
Skills
US GAAP, Microsoft Excel, IRC, QuickBooks, Financial Analysis, Financial Transactions, Analysis, Strategic Communications, Work Ethic, People Skills, Connecting People, ProSystem fx Tax, Energy Modelling, Engineering, Auditing, Tax Preparation, Financial Modeling, Assurance, External Audit, SEC filings, Tax, SEC Filings
Education
Minnesota State University, Mankato 2005 — 2010
BS, Accounting and Finance
The Siegfried Group April 2015 - Present
Opportune LLP October 2014 - April 2015
Ernst & Young September 2012 - October 2014
Colorado Secretary of State March 2012 - 2012
Landau Gottfried & Berger 2009 - 2010
Global Financial Data 2009 - 2009
URS Corporation 2008 - 2008
Pomona College and Perfect Pools 2006 - 2008
Jumpstart for Young Children 2005 - 2006
Education
Pomona College
Economics
University of Denver - Daniels College of Business
Master of Accountancy
The Siegfried Group April 2015 - Present
PwC October 2009 - March 2015
PwC January 2014 - April 2014
Skills
External Audit, Internal Controls, Assurance, US GAAP, IFRS, GAAP, Auditing, Big 4, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Consolidation
Education
CA School of Business 2009 — 2012
The University of Calgary 2007 — 2009
Bachelor of Commerce (BCom), Accounting
Mount Royal College 2005 — 2007
Bachelor of Commerce (BCom), University Transfer
The Siegfried Group 2015 - Present
North Cape International November 2014 - June 2015
TLP Services LLC January 2014 - October 2014
Aurora Investment Management November 2010 - December 2013
Deloitte September 2007 - November 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg, Mutual Funds, Hedge Funds, Private Equity, Fund Accounting, Financial Statements, Auditing, GAAP, Valuation, SEC Filings, Financial Modeling, Accounting, Internal Controls, Finance, US GAAP, Financial Analysis
Education
Saint Mary's College 2003 — 2007
Bachelor's degree, Accounting and Finance
KPMG US June 2015 - August 2015
GE Capital June 2014 - August 2014
Hanesbrands Inc. June 2013 - August 2013
The Siegfried Group June 2013 - August 2013
Mountain Khakis May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Public Speaking, Time Management, Teamwork, Event Planning, Social Media, Team Leadership
Education
North Carolina A&T State University 2011 — 2015
Bachelor’s Degree, Accounting and Finance
University of Nicosia 2014 — 2014
Bachelor’s Degree, Accounting and Finance, 3.87
Shire Pharmaceuticals November 2013 - Present
Shire Pharmaceuticals April 2010 - November 2013
Shire Pharmaceuticals September 2008 - April 2010
Shire Pharmaceuticals March 2007 - August 2008
The Siegfried Group July 2004 - March 2007
International Paper / xpedx March 2002 - July 2004
International Paper Company January 1999 - March 2002
Skills
Pharmaceutical Industry, Sarbanes-Oxley Act, Process Improvement, Financial Analysis, Finance, Internal Audit, Forecasting, SAP, Cross-functional Team..., Financial Reporting, Variance Analysis, Internal Controls, Mergers & Acquisitions, Data Analysis, Auditing, Financial Modeling, Strategic Planning, Managerial Finance, Accounting, Change Management, Neuroscience, Strategic Financial..., Business Planning, Financial Accounting
Education
Penn State University 1994 — 1998
Bachelor of Science, Accounting and International Business
The Siegfried Group August 2011 - Present
The Comvest Group February 2009 - June 2011
ScriptLogic August 2008 - January 2009
Grant Thornton LLP September 2001 - August 2008
Skills
SEC filings, Financial Analysis, Internal Controls, Accounting, Auditing, Financial Accounting, Sarbanes-Oxley Act, Internal Audit, CPA, Forecasting, Cash Management, US GAAP, GAAP
Education
North Dakota State University 1996 — 2001
Bachelors, Accounting
Lakeville Highschool 1992 — 1996
Highschool diploma
The Siegfried Group December 2006 - Present
KPMG 2002 - 2006
Skills
Internal Controls, Forecasting, Accounting, Financial Analysis, Project Management, Leadership, Team Management, Sarbanes-Oxley Act, Relationship Management, Auditing, Management, Analysis, Business Development, US GAAP, SEC filings, Budgets, CRM, Human Resources, Recruiting, Strategic Partnerships, Business Strategy, Cross-functional Team..., Leadership Development
Education
Pace University - Lubin School of Business
BS, Accounting
Experis 2009 - Present
Two Degrees 2008 - January 2009
The Siegfried Group 2006 - 2007
Celanese 2005 - 2006
PricewaterhouseCoopers 2000 - 2005
Parente Randolph 1999 - 2000
Skills
Internal Audit, SEC reporting, Financial Reporting, Accounting, SOX, Internal Controls, Sarbanes-Oxley Act, SEC filings, Financial Statements, Management, Account Reconciliation, Mergers & Acquisitions, US GAAP
Education
Penn State University 1995 — 1999
BS, Accounting
Harsco Corporation September 2014 - Present
JLG Industries November 2010 - August 2014
Danaher Motion April 2008 - November 2010
The Siegfried Group November 2005 - April 2008
Spherion January 2000 - May 2005
Skills
Management, Performance Management, Organizational..., Personnel Management, Sourcing, Coaching, Talent Management, Employee Relations, Talent Acquisition, Manufacturing, Labor Relations, Leadership, Succession Planning, Workforce Planning, Deferred Compensation, Cross-functional Team..., Strategic Planning, Strategy, HRIS, Networking, Human Resources, Process Improvement, Recruiting, Change Management
Education
University of New England (AU) 1997 — 1999
Master of Business Administration (MBA), HRM/ International Business
RMIT University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
The Siegfried Group January 2014 - Present
NVS Chartered Accountants 2012 - 2013
PwC 2008 - 2012
Skills
External Audit, IFRS, Financial Statements, Tax, Accounting, Data Analysis, Team Leadership, Risk Assessment, Financial Reporting, Internal Audit, Leadership, Relationship Management, Financial Analysis, Assurance, Auditing, designing special..., client communications, CRM, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, SEC Financial Reporting, Leadership advisory, Mental agility
Education
Ryerson University 2004 — 2008
Bachelor of Commerce, Accounting
Finance Professional January 2014 - Present
Prudential Financial February 2012 - January 2014
The Siegfried Group September 2010 - January 2012
CIT May 2009 - July 2010
PWC 2007 - March 2009
Deloitte October 2002 - December 2006
Skills
Internal Controls, Accounting, Assurance, Auditing, Big 4, Corporate Finance, External Audit, Finance, Financial Analysis, Financial Risk, GAAP, Internal Audit, Project Management
Education
Montclair State University 1997 — 2001
Federal Government College (Ijanikin) Lagos
The Siegfried Group November 2004 - Present
Myler & Szczypka, P.C. 1999 - 2004
Yeo & Yeo PC 1997 - 1997
Skills
GAAP, Big 4, Internal Controls, Assurance, Financial Reporting, Financial Accounting, Internal Audit, Accounting, CPA
Education
Michigan State University 1994 — 1998
B of A, Accounting
Day & Zimmermann May 2008 - May 2015
The Siegfried Group July 2007 - April 2008
PHI June 2004 - May 2007
American Water June 1998 - May 2004
Towers Watson February 1993 - May 1998
Education
Philadelphia University 1994 — 1996
MS, Taxation
Rutgers University
BS, Accounting
The Siegfried Group November 2012 - Present
KPMG US May 2010 - September 2012
KPMG US September 2008 - May 2010
PwC June 2007 - August 2007
Skills
External Audit, Internal Controls, Sarbanes-Oxley, Financial Audits, Financial Reporting, US GAAP, Month End Close, Finance, Accounting, SEC Filings, Microsoft Excel
Education
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Accounting
The Siegfried Group June 2014 - Present
KPMG September 2008 - June 2014
Delaware County Voter Registration June 2004 - August 2008
McNeil Consumer Healthcare January 2007 - July 2007
Skills
US GAAP, SEC filings, External Audit, Auditing, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, Sarbanes-Oxley, Financial Accounting, Big 4, IFRS, Internal Audit, GAAP, Financial Analysis, Finance, CPA, Financial Statements, Microsoft Excel, Assurance, Management, Tax, Financial Audits, Consolidated Financial..., SEC, SEC Filings
Education
University of Scranton 2005 — 2008
Bachelor of Science (BS), Accounting
Saint Joseph's University 2004 — 2005
The Siegfried Group December 2014 - Present
Grant Thornton LLP July 2013 - November 2014
GHD CPAs and Advisors January 2011 - June 2013
Inteva Products LLC April 2009 - December 2010
Grant Thornton September 2008 - April 2009
UHY Advisors January 2007 - March 2007
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, GAAP, Variance Analysis, Tax, General Ledger, Cash Flow, Financial Accounting, Workers' Compensation, Forensic Accounting, Data Manipulation, CPA
Education
Oakland University 2007 — 2008
Master, Accounting
Oakland University 2003 — 2007
Business Administration, Accounting Major
Constellation Energy May 2012 - Present
Exelon Power Team November 2011 - May 2012
Exelon Power Team March 2005 - November 2011
Exelon Power Team March 2003 - March 2005
The Siegfried Group June 2001 - March 2003
Defense Contract Audit Agency June 2000 - June 2001
Skills
Trading, Risk Management, Natural Gas, Forecasting, Accounting, Valuation, Analysis, Management, Hedging, Mergers & Acquisitions, Financial Modeling, Commodity, Energy Markets, Due Diligence, Budgets, Process Improvement, Leadership, Commodity Markets
Education
Rowan University 1996 — 2000
Bachelor's degree, Accounting
memobottle August 2014 - Present
PricewaterhouseCoopers October 2014 - May 2015
The Siegfried Group September 2013 - September 2014
Deloitte Australia May 2010 - September 2013
Deloitte Australia November 2007 - February 2009
AFL Cape York July 2006 - November 2006
Skills
External Audit, Assurance, Financial Reporting, IFRS, Business Advisory, Internal Controls, Financial Accounting, Superannuation, Accounting, Financial Analysis, Financial Modeling, Tax, Financial Services, US GAAP, Finance, Big 4, Auditing, Sarbanes-Oxley Act, Business Valuation, Mergers
Education
Monash University 2005 — 2009
Bachelor of Commerce, Accounting and Finance
The Peninsula School 1999 — 2004
The Siegfried Group July 2015 - Present
Deloitte September 2009 - July 2015
Miller Ray Houser & Stewart LLP January 2007 - December 2007
Barnes & Noble February 2002 - August 2007
Skills
Internal Controls, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Accounting, SEC filings, Financial Accounting, External Audit, GAAP
Education
Oglethorpe University 2004 — 2009
Bachelor of Science (B.S.), Accounting
Cisco December 2014 - Present
The Siegfried Group May 2011 - October 2014
RMS October 2008 - July 2011
KPMG September 2006 - July 2007
At Road Inc October 2005 - August 2006
KPMG July 2004 - October 2005
Fidelity National Info. Solutions September 2002 - December 2003
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Management, Account Reconciliation, Internal Audit, Excel Expert, Financial Statements, Consolidation, Revenue Recognition, General Ledger, Hyperion Enterprise, Financial Audits, Finance, Hyperion, Microsoft Excel, Financial Reporting
Education
University of California, Santa Barbara 2000 — 2002
BA, Business Economics with emphasis in Accounting
Ohlone College 1997 — 1999
BA, Business Economics with emphasis in Accounting
Brown Rudnick LLP October 2014 — Present
Brown Rudnick LLP June 2013 — August 2013
New York State Housing Finance Agency/State of New York Mortgage Agency June 2012 — August 2012
The Siegfried Group November 2010 — March 2011
Deloitte September 2007 — March 2010
Skills
10Q, Internal Controls, External Audit, Audit, Assurance, SEC reporting, GAAP, FASB, Accounting, Big 4, SEC filings, SOX, Financial Reporting, 10K, US GAAP, ITGC, Financial Accounting, Journal Entries, GAAS, ACL, SAS70, Compliance Audits, Fixed Assets, Accounting Procedures, FINRA, Series 7, Series 66, Sarbanes-Oxley Act, Auditing, CPA, Financial Analysis, SEC Filings, Public Policy, Legal Research
Education
New York University School of Law 2011 — 2014
Juris Doctor
San Jose State University 2001 — 2006
BS, Accounting
Rovi December 2012 - Present
Rovi December 2008 - November 2012
The Siegfried Group December 2005 - November 2008
Oracle Corporation April 2004 - December 2005
KPMG LLP September 2001 - April 2004
Education
Santa Clara University 1998 — 2001
Bachelor of Science in Commerce, Accounting
Independent Consultant January 2013 - Present
Independent Consultant March 2012 - June 2012
Vaco September 2007 - March 2009
The Siegfried Group January 2006 - September 2007
KPMG March 1999 - December 2005
Education
San Diego State University-California State University
BS, Economics
Friedman LLP December 2013 - Present
ParenteBeard LLC May 2006 - December 2013
The Siegfried Group May 2005 - August 2005
Skills
CPA, Individual Taxation, Gift Tax, Fiduciary, Tax Research, Personal Tax Planning, Tax, High Net Worth..., ProSystem fx Tax, Income Tax, Tax Preparation, S Corporations, Tax Accounting, Tax Returns, CCH ProSystem fx
Education
Saint Joseph's University 2002 — 2006
Bachelor of Science (BS), Accounting
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2006
Bridgepoint Consulting, LLC March 2015 - July 2015
The Siegfried Group December 2010 - April 2014
Robert Half Management Resources June 2009 - January 2010
Robert Half Management Resources January 2009 - April 2009
Select Comfort June 2007 - January 2009
Deloitte & Touche June 2005 - June 2007
Smith, Schaffer & Associates 2003 - 2005
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Forecasting, Tax, SEC filings, GAAP, Internal Audit, Account Reconciliation, Cost Accounting, General Ledger, Cash Management, Revenue Recognition, Oil & Gas
Education
Saint Mary's University of Minnesota 2000 — 2003
Bachelor of Science
PeroxyChem July 2015 - Present
DuPont September 2011 - July 2015
The Siegfried Group August 2004 - August 2011
AmerisourceBergen June 2003 - August 2004
American Water May 1998 - June 2003
Skills
Management Consulting, Lotus Notes, Microsoft Word, Financial Forecasting, SAP R/3, Financial Reporting, Accounting, Financial Analysis, Internal Controls, SAP, Financial Accounting, Account Reconciliation, Auditing, Cost Accounting, Internal Audit, Variance Analysis, General Ledger, CPA, Forecasting, Sarbanes-Oxley Act, SEC filings, GAAP, Sarbanes-Oxley, Consolidation, Hyperion Enterprise, Revenue Recognition, US GAAP, Cash Flow, Fixed Assets, Financial Audits
Education
Villanova University 2002 — 2006
MBA, Management
Temple University - Fox School of Business and Management 1995 — 1998
BBA, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1995
N/A
Bridge Solutions, Inc. March 2003 - Present
Sovereign Health of California 2013 - 2013
EVE-USA, Inc. 2008 - 2011
MySQL 2008 - 2008
The Siegfried Group 2007 - 2008
Beach Solutions 2004 - 2006
Beach Solutions 2004 - 2006
VeriFone 2004 - 2006
PwC 2000 - 2004
Circuit Semantics, Inc. April 1999 - March 2003
Skills
Business Strategy, Entrepreneurship, Management, Strategy, Accounting, Auditing, Forecasting, Revenue Recognition, Start-ups, Strategic Planning, Mergers, Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, Human Resources
Education
San Jose State University 1968 — 1975
BS, MA, MBA, Accounting, Finance, Health Industry
Blackford High School 1961 — 1965
High School Diploma
Wells Fargo Bank December 2010 - Present
The Siegfried Group September 2004 - November 2010
KPMG LLP 2000 - 2004
KPMG 2000 - 2004
KPMG 2000 - 2004
Education
Queens University of Charlotte 2006 — 2009
MBA, General Business
Tuskegee University 1996 — 2000
Oak Park High School
LJA Engineering, Inc July 2015 - Present
WORTECH Land Surveyors, Inc. November 2009 - July 2015
Lott Contractors September 2008 - September 2009
The Siegfried Group November 2006 - August 2008
Quanta Services March 2006 - November 2006
Calpine Power Company 2004 - 2006
BDO Seidman, LLP January 2003 - November 2004
Shell Oil Company / Equiva Enterprises May 2000 - August 2000
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, GAAP, SEC filings, Internal Audit, Financial Analysis, General Ledger, Financial Accounting, US GAAP, Fixed Assets, CPA, Account Reconciliation, Cash Flow, Tax, Mergers, Variance Analysis, Consolidation, Revenue Recognition, Cost Accounting, Sarbanes-Oxley, Financial Statements
Education
Sam Houston State University 1997 — 2002
BBA/MS, Accounting/Finance
Hamshire-Fannett High School 1993 — 1997
High School Diploma
BlackRock September 2014 - Present
Deutsche Bank November 2007 - August 2014
Deutsche Bank April 2007 - November 2007
The Siegfried Group September 2004 - November 2007
Fannie Mae September 2005 - March 2007
JP Morgan Chase December 2004 - September 2005
Citigroup February 2001 - September 2004
Horty & Horty, PA May 1999 - February 2001
Skills
Financial Analysis, Accounting, Financial Reporting, Internal Controls, Risk Management, Financial Modeling, Auditing, Business Analysis, Process Improvement, SEC filings, Banking, Project Management, IFRS, Consolidation, Business Process..., Process Control, Data Validation, User Acceptance Testing, System Testing, Project Finance, Leading Change, SAP R/3, SAP BW, Consulting, SAP, Essbase, Financial System..., US GAAP reporting, Leadership, Change Management, Corporate Finance
Education
Wilmington College 2002 — 2004
MBA, Business Administration
Neumann College 1995 — 1999
Bachelor's degree, Accounting
Brinson Financial Services June 2008 - Present
The Siegfried Group October 2005 - May 2008
Bank of America September 2001 - October 2005
Deloitte August 1997 - September 2001
Skills
Accounting, SEC Financial Reporting, Purchase Accounting, Technical Accounting..., Banking, XBRL, Board of Directors..., Regulatory Filings, Proxy Statements, Sarbanes-Oxley, Financial Analysis
Education
North Carolina State University 1989 — 1997
Master of Accounting (1997), Bachelor of Art - Accounting (1994), Bachelor of Art - Business (1994)
Vaco January 2009 - June 2009
The Siegfried Group January 2005 - January 2009
KPMG September 2003 - December 2004
Dow Chemical May 2001 - July 2001
KPMG January 2001 - March 2001
Education
Sam Houston State University 2001 — 2002
MBA, Accounting Emphasis
Sam Houston State University 1998 — 2001
BBA, Accounting
Westwater Energy May 2014 - Present
Strad Energy Services USA Ltd. September 2012 - May 2014
Global Healthcare Exchange April 2009 - September 2012
The Siegfried Group November 2004 - May 2009
Qwest Communications June 2002 - November 2004
Jones Knowledge 2001 - October 2003
Deloitte & Touche 1997 - 2000
Skills
Financial Reporting, Auditing, Accounting, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, US GAAP, Financial Accounting, General Ledger, Revenue Recognition, Sarbanes-Oxley, GAAP, Consolidation, CPA, Accounts Payable, Financial Statements, External Audit, Risk Management, SEC filings, Strategic Planning, Telecommunications, Variance Analysis, Process Improvement, Budgets, Forecasting, Managerial Finance, Mergers & Acquisitions, Microsoft Excel, Training, Business Process..., Cash Flow, Cost Accounting
Education
Montana State University-Bozeman 1993 — 1997
The Siegfried Group May 2012 - Present
Tekni-Plex Incorporated - Colorite Division April 2009 - May 2012
West Chester University 2012 - 2012
SolomonEdwardsGroup November 2007 - August 2009
Foamex 2008 - 2009
The Siegfried group February 2003 - November 2007
Elf Atochem July 1999 - February 2003
Arthur Andersen March 1996 - July 1999
PwC 1997 - 1997
PwC 1997 - 1997
Skills
SEC filings, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Auditing, Accounting, Sarbanes-Oxley, US GAAP, Hyperion Enterprise, Internal Audit, GAAP
Education
Saint Joseph's University
MBA, Finance
Villanova University
Bachelor of Science (B.S.), Accountancy
The Siegfried Group March 2013 - Present
Trends Investment January 2012 - March 2013
Conway MacKenzie, Inc. March 2009 - December 2011
Ernst & Young May 2004 - March 2009
SpartanSpecialtees May 2001 - May 2004
Skills
Forensic Accounting, Mergers, Due Diligence, Restructuring, Valuation, Accounting, Business Development, Litigation Support, Strategic Planning, Business Valuation, Investments, Financial Modeling, Litigation
Education
Michigan State University 2005 — 2006
Masters, Accounting
Michigan State University - The Eli Broad College of Business 2001 — 2005
Bachelor of Arts (BA), Finance
Michigan State University
B.A, Finance
West Bloomfield
BI-SAM April 2015 - Present
National Health Care Associates November 2013 - April 2015
CareOne Management LLC May 2012 - October 2013
The Siegfried Group July 2011 - December 2011
Juan Valdez Cafe USA March 2010 - May 2011
Flag Luxury Properties, LLC September 2001 - January 2010
MIS AG June 2000 - July 2001
PSC S.A. an NCR COLOMBIA S.A.Company August 1998 - October 1999
NCR Corporation, Colombia, South America September 1996 - August 1998
NCR Colombia 1996 - 1998
Skills
Accounting, Financial Analysis, Internal Controls, Budgets, Financial Reporting, Microsoft Excel, SAP, Teamwork, Microsoft Office, Forecasting, Sarbanes-Oxley Act, Accounts Receivable, Process Improvement, Due Diligence, Management, Analysis, Project Planning, Strategic Planning, Leadership, Tax, Finance, Strategic Financial..., Internal Audit, Corporate Finance, General Ledger, Auditing, US GAAP, Human Resources, Financial Audits, Business Process..., Account Reconciliation, Accounts Payable, Payroll, Team Leadership, Cross-functional Team..., Project Management, Variance Analysis
Education
New York University 2001 — 2003
Continuing Education
Universite Stendhal, Grenoble 3 2000 — 2000
CUEF, Study of French Language and Culture
Université Paris-Sorbonne 1999 — 2000
French
Universidad de La Sabana 1998 — 1998
Mgmt Program, Introduction to Organizational Management Program
Florida Atlantic University 1990 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Florida Atlantic University 1989 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
ACE Group July 2010 - Present
The Siegfried Group September 2005 - July 2010
Checkpoint 2008 - 2008
Ernst & Young October 2002 - November 2004
Education
Rutgers University – Camden 1997 — 2002
International Market Recruiters September 2015 - Present
International Market Recruiters September 2014 - July 2015
The Siegfried Group January 2014 - June 2014
PwC April 2011 - June 2013
The Siegfried Group November 2010 - April 2011
Ernst & Young January 2007 - June 2009
Grant Thornton LLP October 2004 - December 2006
Anheuser-Busch InBev June 2001 - January 2004
Skills
Due Diligence, Auditing, Private Equity, Asset Managment, Capital Markets, Analysis, Hedge Funds, Financial Services, Financial Statements, Consultants, Accounting, Internal Controls, Financial Audits, Strategy, Asset Management, Process Improvement, Financial Analysis, US GAAP, Financial Accounting, Internal Audit
Education
Pace University 2000 — 2004
BBA, Public Accounting
ConvaTec January 2009 - Present
Miller Brewing Co. December 2006 - December 2008
MillerCoors 2006 - 2008
ConvaTec 2005 - 2006
The Siegfried Group 2004 - 2005
Hunt Corporation 2000 - 2004
Tait, Weller & Baker 1998 - 2000
Education
Rider University 1993 — 1997
Quaker Oats Mgr, SAP Sox IntegrationPepsico2007 - Present
Pepsi Beverages Company 2007 - Present
The Siegfried Group 2004 - Present
PricewaterhouseCoopers 2004 - 2006
Education
Northwestern University - Kellogg School of Management 2012 — 2014
eMBA
University of Lagos 1986 — 1991
Maryland High School 1985 — 1986
Thompson Hine LLP January 2014 - Present
Thompson Hine LLP February 2012 - Present
BBP Partners, LLC September 2007 - January 2012
American Greetings September 2006 - September 2007
The Siegfried Group September 2004 - September 2006
Deloitte 2000 - 2004
Skills
Certified Public..., Certified Fraud..., Access, Accounts Receivable, Cash Management, Corporate Finance, Due Diligence, External Audit, Finance, Financial Analysis, General Ledger, Mergers, Microsoft Excel, Microsoft Word, Risk Management
Education
Miami University 2001 — 2002
Masters of Accountancy, Accounting
Miami University 1997 — 2001
BS in Business Administration, Accounting, Decision Sciences
Mentor High School
Confidential January 2012 - Present
MF Global October 2009 - November 2011
The Siegfried Group July 2004 - September 2009
Ingenio November 2000 - July 2003
American Express March 1999 - July 2000
AIG Global Investment Group June 1997 - February 1999
PricewaterhouseCoopers July 1996 - May 1997
Ernst & Young January 1993 - June 1996
Skills
Accounting, Oracle Applications, Auditing, SDLC, Sarbanes-Oxley Act, Process Improvement, Internal Audit, Financial Services, Oracle E-Business Suite, Project Management, ERP, Financial Risk, Mergers & Acquisitions, Corporate Finance, Hyperion Enterprise, Cash Management, Risk Management, Change Management, PMO, Internal Controls, Strategic Financial..., Finance, Banking, Software Project..., Business Intelligence, Sarbanes-Oxley, Program Management, Strategy, Investments, Financial Reporting, Business Analysis, Leadership, Insurance, Business Process, US GAAP, Governance, Analysis, Treasury Management, Business Process..., Consolidation, Financial Analysis, Financial Modeling, Due Diligence, GAAP, Management Consulting, Enterprise Risk..., Financial Planning
Education
Pace University - Lubin School of Business 1989 — 1993
BBA, Public Accounting
Institute of Chartered Accountants in England and Wales 2009 — 2010
CertIFR
Project Management Institute 2011 — 2011
PMP, Project Management
The Siegfried Group March 2003 - Present
SMART Business Advisory and Consulting May 2001 - February 2003
Education
Saint Joseph's University 1998 — 2001
BS, Management
Citibank Private Equity Services February 2008 - Present
The Siegfried Group 2006 - 2008
Deloitte 2004 - 2006
Skills
Sarbanes-Oxley Act
Education
Pace University
Subsea 7 April 2014 - Present
WorleyParsons September 2012 - April 2014
The Siegfried Group August 2007 - October 2012
Marriott International 2007 - 2008
KPMG 2004 - 2007
Skills
SEC filings, GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, External Audit, Auditing, Financial Reporting, Financial Statement..., Internal Audit, Financial Accounting, Accounting, Financial Statements, Financial Analysis, PeopleSoft, General Ledger, Cash Flow
Education
George Mason University - School of Management 2002 — 2004
Bachelor of Science (B.Sc.), Accounting
Marymount University 2000 — 2002
Efektif Bilisim September 2011 - Present
MSW Integration Inc. November 2009 - Present
FLX Design January 2004 - Present
The Siegfried Group June 2007 - December 2008
Skills
Business Analysis, Program Management, Process Improvement, Software Development, Microsoft Excel, SDLC, C#, .NET, Web Development, Access, Business Intelligence
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2009
MBA
University of Delaware 2007 — 2009
MBA/MS, Business Administration/Information Science
Penn State University 2001 — 2006
Bachelors, Information Science
Metaverse Corporation June 2012 - Present
Metaverse Corporation June 2008 - June 2012
Sobieski Mechanical & Fire Protection November 2005 - June 2008
ID Partners August 2002 - October 2005
Hewlett-Packard 2000 - 2002
The Siegfried Group August 1999 - July 2000
Comar Inc. 1997 - 1999
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Purchase Agreements, Purchase Management, Operations Management, Project Planning, Business Strategy, Acquisition Analysis, Acquisition Integration, Start-ups, Management, Purchasing, Strategic Financial..., Mergers & Acquisitions, Process Improvement, Business Valuation, Team Building, Finance, Entrepreneurship, Executive Management, Retail, Strategic Planning, Leadership, Analysis, Team Leadership, Sales, Sales Management, Budgets, Strategy, Human Resources, Competitive Analysis, Business Planning, Business Development, P&L Management, Strategic Partnerships, Forecasting, Cross-functional Team..., Contract Negotiation, New Business Development, CRM, Banking, Product Management, Pricing, Vendor Management, Product Marketing, Inventory Management, Analytics, E-commerce
Education
Widener University 1997 — 2000
Master of Business Administration (M.B.A.), Finance, General
Rowan University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
McGladrey July 2014 - Present
The Siegfried Group December 2013 - April 2014
McGladrey 2012 - 2013
Hearst Corporation November 2008 - October 2012
Ernst & Young June 2004 - November 2008
Skills
Sarbanes-Oxley, Internal Controls, Internal Audit, Sarbanes-Oxley Act, GAAP, US GAAP, Auditing, Accounting, SEC filings, CPA, Financial Reporting, Enterprise Risk...
Education
North Carolina Agricultural and Technical State University 2000 — 2004
Internal Revenue Service June 2010 - Present
The Siegfried Group May 2007 - June 2010
Deloitte 2003 - 2007
Education
Michigan State University 1998 — 2003
Troy High School
GSK November 2014 - Present
KPMG April 2014 - November 2014
ARAMARK September 2013 - April 2014
Ernst & Young May 2011 - July 2013
PPL Corporation October 2010 - February 2011
JP Morgan Chase December 2009 - September 2010
SMART Business Advisory and Consulting October 2008 - July 2009
The Siegfried Group April 2007 - October 2008
HCI Direct Inc 2006 - 2007
Comcast 2005 - 2006
Skills
Accounting, Financial Analysis, Internal Controls, Forecasting, CPA, SEC filings, SEC Filings, US GAAP, Finance, Auditing, Sarbanes-Oxley Act, GAAP, Internal Audit, General Ledger, Financial Accounting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
Post Graduate Certificate Program, Accounting
Susquehanna University 1998 — 2002
Bachelor's Degree, Business Administration
Orr-McIntyre & Associates, LLC July 2005 - Present
National Association of Black Accountants (NABA) July 2010 - June 2012
The Siegfried Group 2005 - September 2008
NeighborCare 2004 - 2005
Constellation Energy 2000 - 2004
Arthur Andersen, LLP 1997 - 2000
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Internal Audit, GAAP, Tax, QuickBooks, Financial Accounting, Sarbanes-Oxley, General Ledger, Account Reconciliation
Education
Strayer University 2006 — 2009
MBA, Finance
Norfolk State University 1992 — 1997
BS, Accounting
Bank of America June 2012 - Present
The Siegfried Group April 2011 - May 2012
The Tabernacle of Miracles Church/NC State Council April 2009 - April 2011
Deloitte 2005 - 2009
Education
North Carolina State University 2004 — 2005
MAC, Accounting
North Carolina Central University 2000 — 2004
BBA, Accounting
University of Pennsylvania School of Medicine April 2009 - Present
The Siegfried Group September 2007 - January 2009
Deloitte 2004 - 2007
Deloitte 2004 - 2007
Skills
Internal Controls, Financial Reporting, Accounting, US GAAP, Financial Analysis, Auditing, Financial Accounting, Sarbanes-Oxley Act, Financial Modeling, General Ledger, Forecasting, Internal Audit, Due Diligence, GAAP
Education
Saint Joseph's University 2000 — 2004
Bachelors, Accounting
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Accounting
Phoenix Extended Care June 2009 - Present
Phoenix Extended Care 2007 - 2009
The Siegfried Group 2005 - 2006
Phoenix American Companies 2004 - 2005
Office Depot 2004 - 2004
Universal Alloy 2000 - 2004
PricewaterhouseCoopers 1997 - 2000
Education
Universidad de Puerto Rico 1989 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Nova Southeastern University
Master's degree, Taxation
The Siegfried Group January 2015 - Present
The Siegfried Group June 2013 - Present
KPMG Audit November 2009 - June 2013
Skills
Internal Controls, US GAAP, Accounting, Auditing, Financial Reporting, GAAP, CPA, Financial Accounting, External Audit, Internal Audit, Financial Analysis, Financial Statements, General Ledger, Financial Audits
Education
Ohio Northern University 2005 — 2009
Bachelor of Science (BS), Accounting
Pinnacle Companies February 2012 - Present
The Siegfried Group 2010 - May 2012
Siegroup Group LLC 2010 - 2010
Sealy February 2007 - 2010
Huron Consulting Group August 2004 - August 2006
PricewaterhouseCoopers September 1995 - May 2001
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1995
BSc, Accounting
KPMG April 2012 - Present
The Siegfried Group December 2009 - April 2012
Whitehall Group LLC May 2007 - November 2009
The Siegfried Group November 2005 - May 2007
O'Keefe December 2001 - October 2005
Textron Fastening Systems August 2001 - November 2001
Textron Fastening Systems October 2000 - July 2001
Ernst & Young LLP September 1998 - September 2000
Conway MacKenzie, Inc. 1996 - 1998
Skills
Cash Flow Forecasting, Renewable Energy, SOX, Financial Reporting, Internal Controls, Financial Modeling, 13 week cash flow, Business Valuation, Project Management, Distressed Debt, Cash Flow, Financial Analysis, Sarbanes-Oxley Act, Budgets, Forecasting, Due Diligence, Accounting, Process Improvement, Auditing
Education
Oakland University 2003 — 2005
MBA, Finance
Oakland University 1993 — 1998
BS, Finance & Accounting
Troy High School
The Siegfried Group November 2010 - Present
Global Payments December 2008 - September 2011
Education
Morehouse College 1999 — 2003
Accounting/ Spanish, Accounting & Spanish
Port Contractors, Inc. May 2011 - Present
The Siegfried Group September 1999 - April 2011
FMC 1997 - 1999
Sartomer 1990 - 1997
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, Forecasting, Accounting, Financial Analysis, Internal Audit, Tax, Human Resources, Financial Reporting, Access, Financial Accounting, Consolidation
Education
Saint Joseph's University 1994 — 1996
MBA, Accounting
Widener University 1986 — 1989
BS, Accounting
The Siegfried Group March 2015 - Present
Carolina Handling, LLC August 2013 - March 2015
National Football League March 2012 - June 2013
Deloitte September 2008 - March 2012
Skills
Accounting, Audit, Auditing, SEC filings, US GAAP, Internal Controls, CPA, External Audit, Financial Reporting, GAAP, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Accounting, Big 4, IFRS, Internal Audit, Financial Analysis, Assurance, Financial Statements, Financial Audits, Finance, Communication, SEC Filings
Education
City University of New York-Queens College 2006 — 2008
BA, Accounting
City University of New York - LaGuardia Community College 2005 — 2006
Associate of Science (AS), Business Administration and Management, General, 3.75
Cathedral High School
High School Diploma
KPMG US June 2012 - Present
The Siegfried Group June 2010 - June 2012
Reznick Group September 2007 - December 2009
Mitchell & Titus, LLP June 2006 - September 2007
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, GAAP, US GAAP, Financial Reporting, Accounting, CPA, SEC filings, Internal Audit, External Audit, Financial Accounting, Transfer Pricing, Financial Statements, Revenue Recognition, Assurance, Sarbanes-Oxley, Financial Analysis
Education
University of Maryland College Park 2010 — 2011
Masters of Science in Accounting, Accounting
North Carolina Central University 2002 — 2006
Business, Accounting
The Siegfried Group May 2014 - Present
Abbott December 2012 - March 2014
EY July 2010 - November 2012
EY September 2006 - June 2010
Skills
Financial Modeling, Accounting, Auditing, Financial Analysis, Financial Reporting, Japanese, IFRS, Business Modeling, Finance, Valuation, Corporate Finance, US GAAP, External Audit, Project Management, Conversational Japanese, Audit, Variance Analysis, Consolidation, SAP, Account Reconciliation, Business Valuation
Education
New York University - Leonard N. Stern School of Business 2002 — 2006
Bachelor of Science, Accounting & Japanese Language, Magna cum laude
National University of Singapore 2005 — 2005
Exchange Program Participant, International Business
Cinnaminson High School 1998 — 2002
The Siegfried Group April 2011 - Present
Abbott February 2009 - March 2011
Deloitte & Touche August 2005 - February 2009
Education
Northern Illinois University 2003 — 2005
MAS, Accounting & Information System
Nankai University 1996 — 2000
BS, Finance
Yuwen 1993 — 1996
High School
The Siegfried Group September 2013 - Present
KPMG US July 2011 - September 2013
KPMG July 2009 - July 2011
Lockheed Martin May 2007 - August 2007
Skills
US GAAP, GAAP, Internal Controls, Auditing, External Audit, Member of AICPA, SOX 404, SEC filings, Sarbanes-Oxley Act, CPA, Variance Analysis, Accounting, SEC Filings, Financial Analysis
Education
North Carolina State University - College of Management 2004 — 2009
Accounting, Business Administration and Management, General
The Siegfried Group October 2012 - Present
KPMG US January 2008 - October 2012
KPMG March 2010 - August 2010
Skills
US GAAP, Sarbanes-Oxley Act, Auditing, Financial Analysis, Internal Controls, External Audit, Accounting, GAAP, IFRS, Forecasting, Big 4, Financial Reporting, Internal Audit, SEC Filings, Financial Accounting, Finance, General Ledger, Financial Audits, Account Reconciliation, Revenue Recognition, Consolidation, Accounts Payable, Variance Analysis, Corporate Finance, Microsoft Excel, Cost Accounting, Fixed Assets, Accounts Receivable, Journal Entries, Analysis, Budgets, SOX 404, Tax, Financial Statements, Management, Business Process..., Assurance, Microsoft Office, Hyperion, PeopleSoft, Process Improvement, Leadership, Financial Services, Financial Planning, Bookkeeping
Education
Ohio University
B.B.A., Accounting
Nationstar Mortgage July 2013 - Present
Bank of America February 2011 - June 2013
Bank of America January 2006 - February 2011
MBNA (Bank of America) March 2000 - January 2006
The Siegfried Group September 1999 - February 2000
Electronics Boutique June 1995 - September 1999
Skills
Banking, Treasury, Cash Management, Securitization, Structured Finance, Finance, Regulatory Capital, Treasury Management, Financial Analysis, Risk Management, Capital Markets, Loans, Financial Modeling, Portfolio Management, Credit, Derivatives, Credit Risk
Education
Penn State University 1991 — 1995
BA, Accounting
West Chester University of Pennsylvania
MBA, Finance and Economics
The Siegfried Group March 2015 - Present
Statoil September 2013 - March 2015
AdPeople Worldwide January 2013 - September 2013
Syniverse Technologies October 2011 - December 2012
Syniverse Technologies June 2008 - October 2011
KPMG, LLP July 2006 - May 2008
KPMG, LLP July 2004 - July 2006
San Diego Natural History Museum January 2001 - May 2004
Lesser & Associates, PLC August 1997 - August 2000
Skills
US GAAP, Internal Controls, Financial Accounting, Auditing, Financial Reporting, Compilation Of..., Teamwork, Sarbanes-Oxley, Project Management, SAP R/3, General Ledger, Accounts Payable, Accounts Receivable, Accounting, Sarbanes-Oxley Act, Analysis, Financial Analysis, Financial Audits, Management, Finance
Education
San Diego State University-California State University 2000 — 2004
Bachelors of Science, Accounting
San Diego State University-California State University 2000 — 2004
Bachelor of Science in Accounting, Accounting
Michael Baker International March 2015 - Present
STV 2012 - 2013
URS Corporation November 2011 - May 2012
Parsons 2005 - 2011
VNU 2004 - 2005
The Siegfried Group 2002 - 2004
RIA 1998 - 2001
McGraw-Hill 1994 - 1998
Macmillan 1991 - 1994
Arthur Andersen 1986 - 1990
Skills
Financial Management, Accounting, Business Management, Financial Analysis, Advanced MS Excel, GL Packages, Managerial Finance, Management, Contract Management, Financial Reporting, Analysis, Program Management, Finance, Forecasting, Project Management, Auditing, Project Planning
Education
Queens College
Bachelor of Arts, Accounting
The Siegfried Group July 2014 - Present
PwC January 2012 - July 2014
Michigan State University August 2010 - December 2011
PwC May 2010 - August 2010
Michigan State University August 2008 - May 2010
PwC May 2009 - August 2009
Michigan State University August 2008 - May 2009
Skills
Financial Accounting, Accounting, Auditing, SEC filings, GAAP, Internal Controls, Financial Analysis, Financial Statements, Sarbanes-Oxley, Technical Accounting..., Financial Reporting
Education
Michigan State University 2010 — 2011
Master of Science (MS), Accounting
Michigan State University 2006 — 2010
Bachelor of Arts (BA), Accounting
The Siegfried Group December 2012 - Present
Caribbean Media Management and Production Services January 2011 - Present
Branson Centre of Entrepreneurship - South Africa 2012 - 2013
National Commercial Bank Jamaica Limited October 2011 - February 2012
Lutec Limited May 2008 - December 2011
Morgan State University August 2009 - February 2011
Ernst & Young 2007 - 2009
Ernst & Young May 2006 - August 2006
McGladrey December 2005 - April 2006
Credit Suisse May 2005 - August 2005
Skills
Internal Audit, Financial Analysis, Accounting, Financial Reporting, Auditing, Due Diligence, Management Consulting, Business Strategy, Corporate Finance, Analysis, Risk Management, Finance, Strategic Planning, Research, Data Analysis, Entrepreneurship, Strategy, Leadership, Strategic Financial..., Managerial Finance, Business Planning, Management, Process Improvement, Business Development, Forecasting, Sarbanes-Oxley Act, Competitive Analysis, Financial Modeling, Project Management
Education
Morgan State University 2009 — 2010
Master of Business Administration (MBA), M
Morgan State University 2004 — 2007
Bachelor of Applied Science (BASc), Accounting and Finance
Montgomery College 2002 — 2004
Associate of Arts and Sciences (A.A.S.), International Business
The Siegfried Group May 2013 - Present
Deloitte November 2009 - May 2013
DELOITTE & TOUCHE LLP November 2009 - May 2013
Smith's Point Lifeguards May 2006 - August 2007
Skills
Auditing, Internal Controls, Financial Reporting, Finance, Fitness, SEC filings, Financial Statements, External Audit, Tax Preparation, Financial Accounting, Risk Management, acco, Internal Audit, IFRS, CPA, Tax, SAP, Accounting, Account Reconciliation, US GAAP, Analysis, GAAP, Accounts Payable, Big 4, Microsoft Excel, Budgets, Athletic Performance, Athletic Training, SEC Filings
Education
Muhlenberg College 2005 — 2009
Bachelor of the Arts, Accounting and Finance
Sayville High School 2002 — 2005
The Siegfried Group December 2011 - Present
Twinhill - A subsidiary of Men's Wearhouse. May 2010 - December 2011
BDO USA, LLP June 2006 - December 2008
Education
San Francisco State University, College of Business 2002 — 2004
BA, Accounting
The Siegfried Group April 2015 - Present
Time Warner Cable February 2014 - April 2015
The Siegfried Group 2015 - 2015
Time Warner Cable February 2011 - February 2014
Guardian Industries June 2009 - February 2011
Ernst & Young August 2006 - June 2009
Skills
CPA, PeopleSoft, Internal Audit, Internal Controls, Variance Analysis, Accounting, Auditing, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, US GAAP, Finance, Management
Education
North Carolina State University - College of Management 2005 — 2006
Masters, Accounting
The Siegfried Group December 2014 - Present
The Siegfried Group July 2013 - December 2014
Deloitte & Touche 2009 - 2013
Skills
Internal Controls, US GAAP, Sarbanes-Oxley Act, GAAP, Accounting, Financial Accounting, Financial Analysis, SEC Filings, External Audit
Education
Sacred Heart University 2005 — 2009
Bachelor of Science (BS), Economics
Amobee April 2015 - Present
The Siegfried Group February 2014 - April 2015
Broadreach Capital Partners July 2012 - December 2013
Burr Pilger Mayer June 2007 - June 2012
Skills
Financial Reporting, Revenue Recognition, GAAP, Auditing, US GAAP, SEC filings, Internal Audit, CPA, Internal Controls, Finance, SEC Filings, Financial Accounting, Accounting, Financial Statements
Education
San Francisco State University
The Siegfried Group January 2013 - Present
CBIZ MHM, LLC October 2002 - January 2013
Skills
SEC filings, SOX 404, GAAP, CPA, Revenue Recognition, Financial Statements, Accounting, Auditing, Internal Controls, Financial Accounting
Education
Merrimack College 1997 — 2002
BA, Accounting
The Siegfried Group July 2015 - Present
The Siegfried Group October 2013 - June 2015
The Siegfried Group August 2013 - September 2013
TMNA Services, LLC November 2010 - July 2013
KPMG September 2006 - October 2010
Skills
Internal Controls, GAAP, Accounting, Financial Analysis, Financial Reporting, US GAAP
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2006
Accounting
EY June 2015 - Present
The Siegfried Group November 2013 - May 2015
PwC January 2011 - November 2013
Friedman LLP August 2008 - May 2010
Skills
Auditing, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, GAAP, Assurance, Microsoft Excel, Financial Analysis, Microsoft Office, Accounting, Financial Accounting, Financial Statements, Tax
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Accounting
Pace University - Lubin School of Business 2002 — 2006
Bachelor's degree, Accounting
The Siegfried Group October 2013 - Present
PHH Corporation October 2012 - September 2013
Deloitte January 2007 - October 2012
Skills
CPA, Big 4, External Audit, Financial Statement..., Internal Audit, Operational Auditing, Compliance Auditing, Risk Assessment, SEC filings, US GAAP, IFRS, Manufacturing, Financial Services, Commercial Mortgages, Residential Mortgages, Fleet Management, Higher Education, Fair Value, Financial Instruments, Foreign Currency..., Investments, Consolidation, Variance Analysis, General Ledger, Cross Functional Team..., Cross-functional..., Staff Supervision, Internal Controls, Sarbanes-Oxley Act, Revenue Recognition, Financial Accounting, Consolidated Financial..., Financial Statements, 10K, 10Q, Journal Entries, Cash Flow, Financial Analysis, SSAE 16, Status Tracking, Financial Reporting, Enterprise Risk..., Accounting, SEC Financial Reporting, Accounting Standards
Education
Muhlenberg College 2002 — 2006
Bachelor of Arts, Accounting
The Siegfried Group March 2014 - Present
Cost Shield Associates February 2013 - January 2014
Hoffman Stewart & Schmidt P.C. July 2010 - September 2013
CU Business Group, LLC 2007 - 2010
Skills
Microsoft Office, PowerPoint, Writing, Problem Solving, Budgets, Microsoft Word, Microsoft Excel, Access, Partnership Taxation, General Ledger, Accounting, Tax, Financial Accounting, Financial Analysis, GAAP, QuickBooks, Internal Controls, Accounts Payable, Auditing, Accounts Receivable, Finance, CPA, US GAAP, Financial Reporting
Education
Portland State University - School of Business 2011 — 2013
MBA, Finance
University of Manitoba 2003 — 2007
Bachelor of Commerce, Accounting and International Business
Porsche Financial Services April 2012 - Present
Porsche Business Services June 2010 - March 2012
Porsche Business Services October 2006 - June 2010
The Siegfried Group October 2004 - September 2006
Ernst & Young LLP September 2001 - September 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Internal Controls, Financial Audits, US GAAP, IFRS, Hedge Accounting, ABS, Lease Accounting, Internal Financial..., Forecasting, Sarbanes-Oxley, Financial Services, Microsoft Office, Variance Analysis, Accounting, Financial Modeling, Financial Reporting, Auditing
Education
Miami University 1997 — 2001
Bachelor of Science (B.S.), Accountancy
TD bank January 2014 - Present
ACE Group September 2011 - October 2013
PSE&G October 2007 - September 2011
The Siegfried Group June 2006 - October 2007
Commerce Bancorp November 2003 - June 2006
Skills
Internal Controls, Financial Reporting, Auditing, Credit, Sarbanes-Oxley Act, Accounting, Financial Accounting, Finance, Banking, CPA, Financial Analysis, Financial Modeling, Forecasting, Internal Audit, Risk Management, Sarbanes-Oxley, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Camden 1998 — 2002
BS, Accounting
The Siegfried Group September 2011 - Present
Soros Fund Management June 2006 - May 2011
Deloitte January 2003 - May 2006
American Express Tax & Business Services (f/k/a GGK) January 2002 - January 2003
PKF, CPAs, PC October 2000 - January 2002
Jerry B. Klein CPA 1998 - October 2000
Skills
Auditing, Fund Accounting, Private Equity, Fund Of Funds, Accounting, Financial Reporting, Hedge Funds, IFRS, Financial Accounting, US GAAP, External Audit, Financial Statements, CPA, GAAP, Account Reconciliation, Internal Controls, Corporate Finance, Financial Analysis, Revenue Recognition, Cash Management, Assurance, Big 4, Due Diligence, Consolidation
Education
Pace University 1995 — 1999
BBA, Public Accounting
UBS Global Asset Management November 2007 - Present
The Siegfried Group January 2005 - November 2007
Ernst & Young June 1998 - December 2001
PwC December 2000 - September 2001
Skills
Fund Of Funds, Hedge Funds, Private Equity, US GAAP, Alternative Investments, Internal Controls, Investment Banking, Financial Reporting, Corporate Finance, Sarbanes-Oxley Act, Financial Analysis, Financial Audits, Financial Accounting, Asset Managment, Accounting
Education
Pace University 1996 — 1998
BBA, accounting
Envision Healthcare July 2015 - Present
The Siegfried Group April 2013 - August 2014
Deloitte & Touche September 2009 - March 2013
Starz Entertainment November 2006 - August 2009
Skills
Auditing, External Audit, Internal Controls, Financial Reporting, Accounting, Financial Analysis, Budgets, Microsoft Excel, US GAAP, SEC filings, Sarbanes-Oxley Act, Microsoft Office, IFRS, Assurance, GAAP, Internal Audit, Big 4, Strategic Planning, PowerPoint, Financial Accounting, Consolidation, Mergers & Acquisitions, Sarbanes-Oxley, SEC Filings
Education
Metropolitan State College of Denver 2006 — 2009
Bachelor's of Science in Accounting, Bachelor's of Arts in Communication Theory