CBIZ MHM, LLC
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CBIZ MHM, LLC Employees
CBIZ MHM, LLC May 2014 - Present
Skills
Interpersonal..., Community Outreach, Customer Service, Critical Thinking, Team Leadership, Financial Statements, Internal Controls
Education
Prairie View A&M University 2013 — 2017
McGladrey 2013 - Present
Cochran Head Vick & Co Certified Public Accountants 2012 - 2013
CBIZ MHM, LLC 2010 - 2012
BKD, LLP 2007 - 2010
Commerce Bancshares, Inc. 2001 - 2006
Skills
Auditing, Accounting, Internal Audit, Revenue Recognition, Tax Research, Managerial Finance, Payroll, Cash Management, Financial Risk, Mergers & Acquisitions, Analysis, Forensic Accounting, IFRS, Accounts Payable, Consolidation, Leadership, Investments, Budgets, Process Improvement, Variance Analysis, Microsoft Word, Journal Entries, Enterprise Risk..., Business Valuation, Financial Audits, Banking, Microsoft Office, Financial Services, Bookkeeping, Due Diligence, Valuation, External Audit, Fixed Assets, Accounts Receivable, Management, Financial Modeling, Cash Flow, Employee Benefits, Microsoft Excel, Corporate Finance, Finance, Time Management
Education
Rockhurst University 2005 — 2007
Masters of Business Administration
Rockhurst University 2001 — 2005
Bachelors of Science, Accounting
First and Orange Photography July 2011 - Present
SheWanders Photography June 2011 - Present
Lavine, Lofgren, Morris & Engelberg, LLP February 2014 - April 2014
CBIZ MHM, LLC July 2013 - August 2013
Noonan Family Swim School March 2010 - February 2011
Mount Carmel High School May 2008 - October 2009
Skills
Photography, Photoshop, Microsoft Office, Adobe Creative Suite, PowerPoint, Canon DSLR, InDesign, Lightroom, Microsoft Word, Microsoft Excel, Customer Service, Entrepreneurship, Teamwork, Facebook
Education
Point Loma Nazarene University 2010 — 2014
Bachelors of Arts, Accounting
AERO Federal Credit Union November 2013 - Present
CBIZ MHM, LLC June 2011 - November 2013
TSYS Acquiring Solutions December 2010 - June 2011
InfoCor October 2007 - December 2010
Trade Press Publishing 2005 - 2007
Great Lakes Hemophilia Foundation October 2005 - March 2006
Johnson Controls 2000 - 2005
Skills
Marketing Strategy, Marketing, Management, Integrated Marketing, Event Management, Email Marketing, Leadership, Trade Shows, Sales, Budgets, Social Media Marketing, Strategic Planning, Project Management, Social Media, Marketing Communications, CRM, Business Planning, Direct Marketing, Market Research, Event Planning, Brand Awareness, Facebook, Events, Start-ups, Client Relationship..., Research, analysis, and..., Company Branding, Budget Management, Budgeting, Customer Satisfaction, Corporate Branding, Social Networking, Database management, Rate Negotiation, Major Gift Solicitations, Conference Coordination, Client Relations Skills, Customer Surveys, Award Programs, Award Submissions, Website Development, Web Content, Proposal Writing, Trademarks
Education
Ottawa University 1998 — 2001
BA, Marketing/Communications
Red Oak High School 1977 — 1981
Diploma, Business
CBIZ MHM, LLC July 2012 - Present
Northern Arizona University August 2011 - May 2012
Fry's Food and Drug June 2008 - July 2011
Education
Northern Arizona University 2011 — 2012
MBA, Accounting Focus
Northern Arizona University-The W. A. Franke College of Business 2007 — 2012
Accounting
Northern Arizona University 2007 — 2011
B.S. in Accountancy, Accounting
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
TaxOps, LLC May 2014 - December 2014
CBIZ MHM, LLC November 2013 - May 2014
Knight Field Fabry, LLP November 2012 - November 2013
KPMG January 2011 - November 2012
ProLogis May 2010 - December 2010
ProLogis October 2007 - May 2010
Skills
Tax, Accounting, Corporate Tax, Income Tax, Financial Reporting, Tax Returns, Tax Compliance, Preparation, Federal Tax, US GAAP, Compliance, Tax Law, SEC reporting, CPA, SEC filings, Tax Research, Tax Preparation
Education
University of Denver 2009 — 2011
M.T., Taxation
Radford University 2003 — 2004
B.B.A, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 2001
AIS/Accounting
CBIZ MHM, LLC October 2007 - Present
CBIZ MHM, LLC October 2007 - Present
Skynet July 2003 - September 2007
NYC DOT February 2000 - June 2003
Skills
IT Audit, Auditing, Accounting, Access, Active Directory, Microsoft Exchange, Windows Server, Financial Accounting, Information Technology, Internal Controls, Microsoft Office, System Administration, Windows 7, Microsoft SQL Server, CISA, VMware ESX, HTML, CSS, Adobe Creative Suite, Lotus Domino, Lotus Notes, JavaScript, VBScript, Online Marketing, Google Adwords, Google Analytics, E-commerce
Education
Pace University 1999 — 2003
Bachelor of Science (B.S.), Computer Science
H.B. Fuller July 2015 - Present
CBIZ MHM, LLC June 2013 - July 2015
CBIZ MHM, LLC January 2011 - May 2013
CBIZ MHM, LLC January 2010 - April 2010
Skills
Accounting, Financial Accounting, Auditing, Tax Preparation, US GAAP, Financial Reporting, Microsoft Excel, Tax, Microsoft Office, Adaptability, Time Management, CPA, GAAP, Financial Analysis, Financial Statements, Finance
Education
Saint John's University 2007 — 2010
Bachelor of Arts (B.A.), Accounting and Finance
St. John's University 2007 — 2010
Bachelor's degree, Accounting
Guidepost Solutions LLC 2013 - Present
New York Institute of Technology 2013 - Present
Public Relations Professionals of Long Island July 2008 - Present
CBIZ MHM, LLC 2012 - 2013
Marcum LLP 2009 - 2012
Community Development Corporation of Long Island 2006 - 2008
Make-A-Wish Foundation of Metro New York 2003 - 2006
Nixon Peabody 2002 - 2003
Aon Consulting 1998 - 2002
Canon U.S.A. 1994 - 1998
Skills
Event Planning, Copywriting, Public Relations, Cause Marketing, Creative Direction, Corporate Identity, Marketing Communications, Event Management, Media Relations, Non-profits, Fundraising, Marketing Strategy, Newsletters, Corporate Communications, Advertising, Press Releases, Internal Communications, Writing, Brand Development, Ghostwriting, Marketing, Editing, Strategic Communications, Nonprofits, Strategic Planning, Public Speaking, Integrated Marketing, Social Networking, Speech Writing, Leadership, Content Development, Publicity, Strategy, Facebook
Education
New York Institute of Technology
M.A., Corporate Communications
New York Institute of Technology
B.S., Marketing
Scarpello Consulting, Inc. April 2015 - Present
CBIZ MHM, LLC March 2010 - March 2015
Allen, Gibbs & Houlik, L.C. November 2007 - March 2010
IMPAC Commercial Capital November 2006 - November 2007
Northmarq Capital May 2004 - November 2006
Private Practice February 1994 - May 2004
Midland Development Group December 1990 - January 1994
CASCO Corporation December 1984 - January 1990
Havens and Emerson January 1984 - December 1984
Skills
Construction Management, Real Estate Analysis..., Federal Tax- Cost..., Real Estate Development
Education
Liberty University
Accounting
Southern Iliinois University-Edwardsville
MBA, Finance/Accounting
University of Missouri-Rolla
Bachelor of Science (B.S.), Civil Engineering
Ranken Technical College
Diploma, Architectural and Structural Design-Drafting
CBIZ MHM, LLC December 2014 - Present
Arndt & Associates, P.A. July 2013 - November 2014
Ceridian July 2009 - June 2013
Ceridian December 2006 - June 2009
Skills
Payroll, Microsoft Word
Education
University of South Florida-St. Petersburg Campus 2008 — 2012
Bachelor's degree, Accounting
Presbyterian College 2002 — 2006
Bachelor's degree, History
Myers and Stauffer LC November 2011 - Present
CBIZ MHM, LLC June 2006 - November 2011
Patriot Communications April 2001 - April 2006
Skills
Sourcing, Talent Acquisition, Campus Recruiting, Taleo, HRIS Database Management, Relationship Development, Performance Management, Employee Relations, Compliance, Healthcare Reimbursement, Medicaid, Recruiting, Temporary Placement, Management, Hiring, Training, Personnel Management, HRIS, Program Management, Team Building, College Recruiting, Employee Benefits
Education
Ohio University
Bachelor's degree, Telecommunications
San Diego State University-California State University
Professional Certificate, Human Resources Management
Win-Holt Equipment Group February 2015 - Present
CBIZ MHM, LLC June 2013 - December 2014
Daszkal Bolton LLP April 2012 - May 2013
Deloitte 1993 - 1998
Skills
QuickBooks, Bookkeeping, Accounts Payable, Accounting, Accounts Receivable, Outlook, Payroll, Microsoft Excel, Quicken, Data Entry, Account Reconciliation, Financial Reporting, Tax Preparation, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Administrative..., Client Staff Resourcing, Extensive Calendaring, Time, Materials and..., Notary Public - State..., Notary Signing Agent -..., Real Estate Sales..., Corporate Meeting..., Spreadsheets, General Ledger, Peachtree, Invoicing, Management, Executive Administrative, Bank Reconciliation, Administrative...
Education
Nova Southeastern University 2004 — 2008
Associate's degree, Early Childhood Education and Teaching
The University of Akron 1986 — 1989
Business Administration and Management, General
CBIZ MHM, LLC June 2014 - August 2014
Gatto, Pope & Walwick, LLP January 2014 - April 2014
Skills
Financial Analysis, Financial Accounting, Financial Reporting, QuickBooks, Public Speaking
Education
Point Loma Nazarene University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
CBIZ MHM, LLC October 1998 - Present
Deloitte & Touche 2000 - 2001
Skills
Auditing, Financial Reporting, US GAAP, Consolidation, Accounting, Internal Controls, CPA, 401k, SEC, Sarbanes-Oxley Act, Financial Statements, Cash Flow, Accounting Research, SEC filings, Due Diligence, GAAP, Revenue Recognition, External Audit
Education
Queens College 1993 — 1998
BA, Accounting
Kreischer Miller August 2011 - Present
CBIZ MHM, LLC 2001 - August 2011
Horty & Horty, P.A. 1994 - 2001
Deloitte & Touche 1985 - 1994
Internal Revenue Service 1974 - 1984
Skills
Tax Advisory, Tax Law, Tax Accounting, Corporate Tax, Income Tax, Business Strategy, Business Planning, Succession Planning, Family Business, Private Companies, Healthcare Management, Construction, Tax Credits, Capital Structure, Multi-generational..., Budgets, Construction Accounting, Partnership Taxation, GAAP, Accounting, Tax Preparation, Tax Returns, Tax, Internal Controls, Auditing, Financial Reporting, Cash Flow, Financial Accounting, General Ledger, Due Diligence, Cost Accounting, Mergers & Acquisitions, ProSystem fx Tax, Cash Management, QuickBooks, Account Reconciliation, Financial Analysis, Payroll, Accounts Payable, Cash Flow Forecasting, Accounts Receivable, SEC filings, Managerial Finance
Education
Rutgers University – Camden 1973 — 1975
Bachelor’s Degree, History
Rutgers University-New Brunswick 1970 — 1973
History
CBIZ MHM, LLC March 2015 - Present
Equality Now September 2012 - March 2015
Global Maritime and Transportation School at the United States Merchant Marine Academy October 2005 - July 2012
Skills
Journal Entries, Account Reconciliation, General Ledger, Leadership, Spreadsheets, Variance Analysis, Revenue Recognition, Financial Analysis, Accruals, GAAP, Management, Payroll, Invoice Processing, Invoicing, Problem Solving, Strategic Planning, Training Presentations, Group Presentations, Innovator, Preparation, PowerPoint, Accounting Applications, Pivot Tables, Bank Reconciliation, ADP Payroll, Peachtree, Sage, Financial Statements, Cash Receipts, Budgets, Expenses, Fixed Assets, Year End Accounts, Process Scheduler, Project Planning, Microsoft Word, Sales Tax, Training, Petty Cash, Mas 90, Accounting, Accounts Payable
Education
City University of New York-Queens College 2013 — 2015
Master's Degree, Accounting, 3.8
Queens College 2009 — 2012
Bachelor of Arts, Accounting, 3.9
Queensborough Community College 2007 — 2009
Associate of Applied Science, Accounting
Verizon Wireless July 2015 - Present
Verizon January 2015 - July 2015
Verizon June 2014 - January 2015
Vera Bradley September 2011 - January 2014
Verizon June 2011 - July 2013
CBIZ MHM, LLC February 2013 - April 2013
Skills
Customer Service, Accounting, PowerPoint, Microsoft Office, Analysis, Outlook, Customer Satisfaction, Microsoft Excel, Time Management, Data Analysis, Microsoft Word, Excel, Visio, Sales, Leadership, Team Leadership, Office Administration, Public Speaking, Hyperion HFM, CPM, nSAP, vSAP, Consolidated Reporting, Journal Entries, Account analysis
Education
Philadelphia University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
Philadelphia University 2009 — 2013
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
CBIZ MHM, LLC January 2014 - Present
Kelly's Financial Services, Inc. January 2005 - Present
DeVito, Snowden & Co., LLC November 2008 - Present
Melvin B. Friedberg, PA November 2005 - September 2013
Robert Half Finance & Accounting May 2006 - August 2006
CBIZ Goldstein Lewin (formerly CBIZ MHM, LLC) January 2005 - August 2005
Smolin, Lupin & Co., PA January 2005 - March 2005
Altman & Makris, PL January 2004 - December 2004
Goldstein Lewin & Co. January 1996 - April 2001
David Fisher & Co., PA September 1988 - December 1995
Skills
Tax Returns, S Corporations, Accounting, QuickBooks, Bookkeeping, Corporate Tax, Partnership Taxation, Financial Accounting, GAAP, Small Business, Financial Analysis, Tax Research, Cash Flow, Budgets, Real Estate, Investments, Nonprofits, Asset Management, Sales Tax, Auditing, Payroll, Financial Reporting, Payroll Taxes, Accountants, Due Diligence, General Ledger, Estate Planning, Financial Statements, Peachtree, IRS, Business Planning, Fixed Assets, Forensic Accounting, Journal Entries, Microsoft Excel, Microsoft Office, Microsoft Word, ProSystem fx Tax, ATB, Turbo Tax, Lacerte, Quicken, WebEx, BNA, DMS, Time Value of Money, ATX, SaxTax, PPC, Go System
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1987
BA, Accounting, Management
Florida Power & Light October 2014 - Present
CBIZ MHM, LLC July 2012 - October 2014
Grant Thornton LLP July 2011 - July 2012
Keefe McCullough & Co., LLP January 2010 - July 2011
Fiscal Management Associates, LLC June 2009 - September 2009
WeiserMazars LLP November 2006 - April 2009
Skills
Auditing, Financial Accounting, GAAP, Accounting, Financial Statements, CPA, US GAAP, External Audit, SEC filings, QuickBooks, Variance Analysis, Accounts Receivable, Finance
Education
Pace University 2003 — 2006
Bachelors, Accounting
Port Richmond High School
Universidad de Granada
CBIZ MHM, LLC August 2013 - Present
CBIZ MHM, LLC August 2010 - July 2013
CBIZ MHM, LLC May 2008 - July 2010
Skills
Tax Preparation, Tax Research, CPA, Tax, Corporate Tax, Partnership Taxation, Tax Advisory, Tax Accounting, S Corporations, ProSystem fx Tax, Financial Reporting, GAAP, GoSystems, Income Tax, Auditing, US GAAP
Education
Villanova University 2012 — 2015
Master's of Taxation
Philadelphia University 2004 — 2008
BS, Accounting, Finance
CBIZ MHM, LLC February 2010 - Present
Kennic Lui & Company, C.P.A. June 2008 - September 2008
Citigroup - Global Transaction Service July 2007 - September 2007
Cambridge Trust Company June 2006 - December 2006
Petroleum Wholesalers, Inc. July 2005 - December 2005
American Chinese Christian Education & Social Service, Inc. February 2004 - April 2004
Kennic Lui & Company, C.P.A. May 2002 - September 2002
Skills
Microsoft Office 2007, Bankruptcy, Chinese, Mandarin, Forensic Analysis, Fraud Investigations, Litigation Support, Cantonese, Fraud, Accounts Payable, Financial Analysis, Forensic Accounting, Microsoft Excel, Corporate Recovery, Financial Reporting, Microsoft Office
Education
NORTHEASTERN UNIVERSITY 2008 — 2009
Master of Science Degree in Leadership, Financial Services, 3.5
Northeastern University 2002 — 2007
Bachelor of Science Degree in Business Administration, Accounting, 2.5
CBIZ MHM, LLC August 2008 - Present
Mark B. Brown, Attorney at Law August 2002 - August 2008
KPMG February 2000 - August 2002
Ernst & Young August 1998 - February 2000
Modrall Sperling Law Firm July 1996 - August 1998
Skills
International Tax, Tax Minimization..., DISC Planning, Foreign Operations, Transfer Pricing, IRS Matters, International Estate..., Tax Law, Tax Restructuring, Tax Reporting
Education
New York University School of Law 1995 — 1996
Master of Laws (LL.M.), Taxation
The University of New Mexico School of Law 1992 — 1995
Juris Doctorate, Taxation, Summa Cum Laude
New Mexico State University 1989 — 1990
Master of Business Administration (M.B.A.), Accounting Concentration
New Mexico State University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance Major
The Food Trust July 2015 - Present
Harambee USA, Inc. December 2011 - Present
EY July 2014 - July 2015
Johnson Matthey August 2011 - June 2014
CBIZ MHM, LLC January 2008 - September 2011
Siemens Medical Solutions October 2006 - August 2007
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, GAAP, SEC filings, Financial Analysis, External Audit, Financial Modeling, Budgets, Financial Accounting, US GAAP, QuickBooks, Corporate Tax, Nonprofits, CPA
Education
Saint Joseph's University 2005 — 2009
BS, Accounting
CBIZ MHM, LLC January 2012 - Present
CBIZ MHM, LLC December 2010 - January 2012
CBIZ MHM, LLC August 2010 - December 2010
CBIZ MHM, LLC January 2008 - August 2010
YMCA of San Diego County August 2000 - October 2007
UPLIFT San Diego May 2006 - August 2006
Skills
Marketing Strategy, New Business Development, Generating Revenue, Accounting, Auditing, Non-profits, Event Planning, Strategic Planning, Microsoft Excel, Salesforce.com, Microsoft Office, Brand Awareness, Marketing Communications, Event Management, Project Management, Nonprofits, Marketing, Tax Preparation, Outlook, Tax, PowerPoint, CRM, Public Relations, Proposal Writing, Data Analysis, Sales, Management
Education
Point Loma Nazarene University 2004 — 2006
Bachelor of Science, Business
Cherry Bekaert LLP August 2015 - Present
Beautiful You MRKH Foundation 2014 - Present
CBIZ MHM, LLC July 2012 - August 2015
CBIZ MHM, LLC October 2007 - December 2013
Deposition Services, Inc. April 2004 - October 2007
Skills
Tax, QuickBooks, Accounting, Bookkeeping, Management
Education
Montgomery College 2003 — 2008
AA, General Studies- Management Studies
CareFusion July 2011 - Present
Drake Group August 2007 - Present
CBIZ MHM, LLC June 2007 - July 2011
Point Loma Nazarene University September 2007 - May 2009
Taylor Linens June 2001 - August 2004
Skills
Accounting, Auditing, Internal Controls, Microsoft Office, Nonprofits, Management
Education
Point Loma Nazarene University 2005 — 2008
BS, Accounting
PwC December 2014 - Present
CBIZ MHM, LLC August 2014 - December 2014
CBIZ MHM, LLC December 2012 - December 2014
Constantin & Associates, LLP June 2012 - December 2014
Constantin LLP June 2012 - October 2012
Queens College August 2011 - August 2012
Formula H Motorworks September 2010 - August 2011
City Hall April 2010 - August 2010
Skills
QuickBooks, Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Microsoft Office, Tax Preparation, Research, Tax, Bookkeeping, Financial Accounting, Caseware, Fast Tax, Peachtree
Education
Queens College 2011 — 2012
Master's degree, Accounting
Queens College (CUNY)Mount Saint Mary College
Master of Science; Bachelor of Science, Accounting; Accounting
Mount Saint Mary College 2009 — 2011
Bachelor's of Science, Accounting
MBAF CPAs, LLC January 2014 - Present
Mayer Hoffman McCann P.C. January 2008 - January 2014
CBIZ MHM, LLC January 2008 - January 2013
Wachovia 2004 - 2007
Bank of America 2001 - 2003
Ernst & Young LLP 1985 - 2000
Stuart Becker & Company PC 1982 - 1985
Skills
Tax, Estate Planning, High Net Worth..., Strategic Financial..., Retirement Planning, Income Tax, Investments, Finance, Financial Advisory, CPA, Financial Services, Wealth, Privately-held..., Wealth Transfer Planning, Corporate tax planning, Tax preparation and..., Investment and..., Charitible giving...
Education
Pace University - Lubin School of Business 1990 — 1992
MST
University of Bridgeport
BS in Accounting
Pacific Market International February 2014 - Present
CBIZ MHM, LLC 2011 - 2013
Skills
Accounting, Auditing, US GAAP, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Financial Reporting, Internal Controls, Variance Analysis, Financial Statements, General Ledger, Analysis
Education
Point Loma Nazarene University 2007 — 2011
Bachelor of Arts (BA), Accounting and Business/Management
CBIZ MHM, LLC July 2007 - Present
Mahoney Cohen July 2004 - June 2007
Mahoney Cohen January 2002 - June 2004
Skills
Corporate Tax, High Net Worth..., Partnership Taxation, Tax Research, Tax Returns, Personal Income Tax..., CCH ProSystem fx
Education
Queens College 1993 — 1997
Bachelor of Arts (B.A.), Accounting
CBIZ MHM, LLC July 2013 - Present
Northern Arizona University January 2013 - May 2013
Northern Arizona University January 2010 - May 2013
Nordstrom June 2010 - January 2013
Northern Arizona University August 2010 - May 2011
TJX August 2008 - August 2009
Skills
Exceptionally Organized, Highly detail oriented, Dependable Team Player, Customer Service, Customer Oriented, Highly Dedicated, Accounting, Time Management, Phone Etiquette, Microsoft Office, Leadership, Social Media, Microsoft Excel, Teaching
Education
Northern Arizona University 2009 — 2013
Bachelors, Accountancy
Richmond, The American International University in London 2011 — 2012
Economics, Marketing, Merchandising
Burns & McDonnell April 2014 - Present
CBIZ MHM, LLC January 2012 - April 2014
CBIZ MHM and Mayer Hoffman McCann P.C. January 2000 - December 2011
Skills
Accounting, Auditing, Financial Reporting, CPA, Internal Controls, Financial Accounting, Financial Analysis, GAAP, Construction Accounting, Income Tax, US GAAP, General Ledger, Sarbanes-Oxley Act, Financial Statements, Internal Audit, Assurance, Tax Returns, Cash Management, Financial Audits, Cash Flow Forecasting, Cost Accounting, Payroll, Tax Research, Partnership Taxation, Account Reconciliation, External Audit, Finance, Revenue Recognition, Tax Advisory, Due Diligence, Tax, Forensic Accounting, Cash Flow, Fixed Assets, Accounts Payable, Accounts Receivable, Tax Accounting
Education
Rockhurst University 1996 — 2000
B.S., Accounting
Rockhurst 1996 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
Cherry Bekaert LLP August 2015 - Present
CBIZ MHM, LLC 1998 - August 2015
Ginsberg & Helfer, CPAs 1985 - 1995
Internal Revenue Service 1982 - 1985
Skills
CPA, Forensic Accounting, Accounting, GAAP, SEC filings, Tax Research, Corporate Tax, Income Tax, High Net Worth..., Tax, Partnership Taxation, Tax Accounting, US GAAP, Internal Controls, International Tax
Education
Towson University 1980 — 1982
Bachelor of Science (B.S.), Accounting and Finance
Montgomery College 1978 — 1980
Harvesters July 2012 - Present
Hoover & Hibdon, PC October 2008 - July 2012
Harvesters - The Community Food Network April 2005 - October 2008
CBIZ MHM, LLC January 1999 - June 2003
Skills
Nonprofits, CPA, Financial Reporting, Budgets, Accounting
Education
Park University 1995 — 1998
B.S., Accounting
CBIZ MHM, LLC June 2015 - Present
Management Consultant March 2015 - May 2015
Clear Thinking Group May 2004 - February 2015
Talmage Capital LLC 2002 - 2003
iSolve.com 2002 - 2002
iSolve.com 2000 - 2002
Ames Department Stores, Inc. 1988 - 1999
Ames Department Stores, Inc. 1983 - 1988
Siegel, O'Connor & Kainen, PC 1980 - 1983
CT Department of Administrative Services 1978 - 1980
Skills
Due Diligence, Restructuring, Management Consulting, Bankruptcy, Corporate Finance, Corporate Law, Strategic Planning, Financial Analysis, Business Strategy, Business Planning, Mergers & Acquisitions, Financial Modeling, Private Equity, Strategy, Portfolio Management, Human Resources, Turn Around Management, Business Process..., Management, Executive Management, Leveraged Finance, Debt Restructuring, Structured Finance, Corporate Development, Asset Based Lending, Divestitures, Venture Capital, Corporate Governance, Business Valuation, Litigation Consulting, Acquisitions, Financial Structuring, Cross-border...
Education
Penn State University
Western New England College School of Law
JD
CBIZ MHM, LLC 2008 - July 2014
Mahoney Cohen 1995 - 2008
Rashba & Pokart 1976 - 1995
Skills
Corporate Tax, Forensic Accounting, GAAP, Internal Controls, Auditing, SEC filings, US GAAP, Income Tax, Financial Accounting, Mergers & Acquisitions, Tax Research, Financial Reporting, CPA, Tax Accounting, Accounting, Sarbanes-Oxley, Tax, External Audit, Strategic Planning, International Tax, Revenue Recognition, Tax Advisory, Sarbanes-Oxley Act
Education
Queens College 1972 — 1976
BA, Accounting
CBIZ MHM, LLC September 1992 - Present
Yohalem Gillman and Company 1989 - 1992
PwC September 1983 - October 1987
Skills
Restructuring, Cash Flow, Accounting, Financial Reporting, Forensic Accounting, Management, Tax, SEC filings, Financial Analysis, Internal Controls, GAAP, Due Diligence, Auditing, CPA, Accounts Receivable, Management Consulting, Mergers & Acquisitions, Mergers, Budgets, Managerial Finance, Banking, Product Development, General Ledger, Finance, Corporate Tax, Strategic Planning, Private Equity
Education
Pace University 1982 — 1983
MBA, Finance
University at Buffalo 1978 — 1982
BS, Business Managment - Accounting
Capify 2014 - Present
CBIZ MHM, LLC 2011 - 2013
Mayer Hoffman McCann P.C. 2004 - 2013
Convergent Resources Holdings 2000 - 2004
Herman Survivors 1995 - 2000
Pamela Dennis Inc. 1992 - 1995
Yohalem Gillman & Co. 1986 - 1992
Skills
SEC filings, Accounting, Internal Controls, Due Diligence, Auditing, Forensic Accounting, Operations Management, Financial Reporting, US GAAP, Financial Audits, GAAP, External Audit, Revenue Recognition, Consolidation, CPA, Strategic Financial..., Finance, Financial Planning, SEC Filings
Education
Pace University-Pleasantville/Briarcliff Campus
BBA
SMART DEVINE December 2014 - Present
Buzzi Unicem USA August 2014 - October 2014
Joseph J Ochotny, CPA July 2012 - May 2014
Pritchard, Bieler, Gruver & Willison, P.C., CPAs November 2011 - July 2012
Jebran & Associates, P.C. February 2004 - November 2011
PwC December 2002 - January 2004
CBIZ MHM, LLC 2000 - 2002
Skills
Accounting, GAAP, Financial Statements, Auditing, Corporate Tax, Internal Controls, CPA, Internal Audit, Tax, Peachtree, Due Diligence, Management Accounting
Education
North Penn High School, Lansdale, PA
High School
Radford University
BBA, Accounting
CBIZ MHM, LLC July 2012 - Present
Ardmore Banking Advisors, Inc. September 2008 - Present
Caliber Commercial Corporation September 2002 - Present
Tiffany & Co. 2002 - 2009
PNC Bank February 1995 - June 2002
Skills
Business Analysis, Business Development, Business Intelligence, New Business Development, Risk Management, Team Building, Financial Analysis, Forecasting, Banking, Negotiation, Business Planning, Product Marketing, Direct Sales, Sales Management, Business Strategy, Retail, Due Diligence, Analytics, Customer Service, Management, Microsoft Office, Leadership
Education
Villanova University 1995 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Finance, General
General Dynamics Mission Systems October 2015 - Present
General Dynamics Mission Systems September 2013 - September 2015
General Dynamics C4 Systems April 2013 - September 2013
General Dynamics C4 Systems March 2011 - April 2013
CBIZ MHM, LLC July 2008 - March 2011
Dallas Real Estate 2007 - 2007
Skills
GAAP, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, SEC filings, External Audit, Internal Controls, Financial Accounting, Financial Analysis, Risk Assessment, Strategic Financial..., Process Improvement, Forecasting, Financial Planning, SEC Filings
Education
Northern Arizona University 2003 — 2008
BS, Accountancy
University of Arizona 2002 — 2002
CBIZ MHM, LLC January 2014 - Present
PricewaterhouseCoopers LLP January 2011 - December 2013
BDO USA, LLP 2007 - 2011
Education
Queens College 2003 — 2006
B.A., Accounting and Information System
Stepan Company June 2012 - Present
Stepan Company October 2010 - June 2012
Weiss & Company LLP June 2008 - October 2010
CBIZ/MHM Accounting, Tax and Advisory Services September 2002 - May 2008
CBIZ MHM, LLC 2002 - 2008
Vogel, Katz and Wold September 1998 - August 2002
Skills
Auditing, Accounting, Internal Controls, GAAP, Variance Analysis, Finance, Financial Statements, Analysis, Tax, Leadership, Management, Income Tax, Financial Reporting, Consulting, Employee Benefits, Microsoft Office, Tax Preparation, Bookkeeping, Sarbanes-Oxley Act, Journal Entries, US GAAP, Manufacturing, Account Reconciliation, Partnerships
Education
University of Illinois at Chicago 1998 — 2002
Accounting
Oakton Community College 1995 — 1998
Management, Accounting and management
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC April 2004 - December 2014
O'Halloran Stewart Key, LLC September 1998 - April 2004
Skills
Partnership Taxation, Tax Compliance, Corporate Tax, Individual Taxation, Business Tax, Income Tax Planning, S Corporations, Income Tax, Financial Planners, Auditing, Tax, CPA, Tax Accounting, Tax Preparation, Tax Research, GAAP, Tax Advisory, US GAAP, SEC filings, High Net Worth...
Education
Northwest Missouri State University 1994 — 1998
BS, Accounting
CBIZ MHM, LLC June 2010 - Present
Puthoff and Farmer October 2007 - June 2010
Skills
Auditing, Income Tax, Tax, Corporate Tax, SAP, Tax Preparation, Internal Controls, US GAAP, CPA, Financial Statements, Partnership Taxation, Tax Accounting
Education
Newman University 2000 — 2008
MBA, Accounting
CBIZ MHM, LLC July 2005 - Present
McGladrey & Pullen / RSM McGladrey 1999 - 2005
Donnelly Meiners Jordan Kline 1999 - 2000
Skills
Due Diligence, Mergers, Financial Analysis, Strategic Planning, Business Development, Accounting, Financial Reporting, New Business Development, Marketing Strategy, Marketing, Account Management, Banking, CRM, Employee Benefits, Tax, Mergers & Acquisitions, Start-ups, Management Consulting, Consulting, Management, Leadership, Finance, Auditing, Credit, GAAP, CPA, Risk Management, Strategic Financial..., Business Planning, Investments, Small Business, Forecasting, Financial Accounting, Internal Controls, Business Strategy, Managerial Finance, Budgets, SEC filings, US GAAP, Sarbanes-Oxley Act, Internal Audit, Executive Management, Financial Statements, Cash Management, Cash Flow, Financial Modeling, Valuation, Financial Audits, Commercial Lending, Private Equity
Education
Rockhurst University 1973 — 1977
B.S.B.A, Business Administration/Corp Finance
Rockhurst High School 1969 — 1973
Riviera Realtors And Associates May 2007 - Present
CBIZ MHM, LLC June 2006 - Present
CBIZ MHM, LLC June 2006 - Present
Boulevard Management July 2003 - June 2006
Skills
Payroll, Quickbooks, Datafaction, Accounting, QuickBooks, Tax, Management, Income Tax, Corporate Tax, Tax Accounting, Tax Preparation, Financial Reporting, Financial Analysis, Financial Accounting, Forensic Accounting, Accounts Payable, Tax Research, Account Reconciliation, Finance, Tax Returns, High Net Worth..., Cash Flow, Partnership Taxation, Bank Reconciliation, Fixed Assets, Internal Controls, Due Diligence, Sarbanes-Oxley Act, Financial Statements, Accounts Receivable, Internal Audit, Assurance, ProSystem fx Tax, General Ledger, Bookkeeping, Journal Entries, GAAP, Tax Advisory, Small Business, US GAAP, SEC filings, External Audit, Auditing, Business Valuation, Financial Audits
Education
UCLA 2010 — 2012
Certificate in Taxation, Taxation, B+
Saint Leo University
BA, Accounting
Layne Christensen October 2014 - Present
CBIZ MHM, LLC August 2010 - April 2013
The Leukemia & Lymphoma Society March 2012 - October 2012
Women's Foodservice Forum April 2010 - April 2011
Gilda's Club Kansas City December 2009 - August 2010
C3/Creative Consumer Concepts December 2005 - August 2010
Winter Sports, Inc January 2000 - November 2005
Southern Illinois Regional Social Services January 1997 - January 1999
Skills
Leadership Development, Start-ups, Negotiation, Team Building, Strategic Planning, P&L Management, Budgeting, Budgets, Leadership, Financial Reporting, Financial Analysis, SEC Financial Reporting, Finance, Sarbanes-Oxley Act, SEC filings, GAAP, US GAAP, Managerial Finance, Financial Statements, Management, Account Reconciliation, Accounting, Strategy, SEC Filings
Education
Northwestern University - Kellogg School of Management 2010 — 2010
Women's Director Development Program
University of Kansas
B.S, Accounting and Business Administration
CBIZ MHM, LLC February 2014 - Present
Irish Yankee Beer Co. January 2014 - Present
Cassena Care September 2011 - January 2014
I&D Glatt June 2008 - August 2012
Traditions Restaurant March 2006 - July 2007
Michael J. Bonacasa Architect P.C. June 2005 - August 2005
Skills
Microsoft Excel, Microsoft Office, Access, PowerPoint, Outlook, Customer Service, Management, Financial Accounting, Financial Reporting, Data Analysis, VBA, Accounts Payable, General Ledger, QuickBooks, Caseware, Lotus Notes, Microsoft Word, Research, Teaching, Public Speaking, Statistics, Economics, Social Media, Econometrics, Photoshop, Time Management, Teamwork, Leadership, Windows, Financial Analysis, Accounting, Accounts Receivable, Finance, Variance Analysis
Education
Queens College 2010 — 2012
Bachelor of Science (B.S.), Accounting, 3.5 GPA
NYIT 2008 — 2010
Architecture
Friedman LLP September 2015 - Present
CBIZ MHM, LLC January 2010 - August 2015
Ethicon, Inc. May 2008 - December 2009
Skills
Auditing, Financial Reporting, Financial Statements, Financial Analysis, GAAP, Financial Accounting, CPA, Consumer Products, Audits of Employee..., Public Companies
Education
Rutgers University-New Brunswick 2005 — 2009
BS, Accounting, Psychology
CBIZ MHM, LLC July 2015 - Present
Gilmore Jasion Mahler, LTD September 2011 - July 2015
Gilmore, Jasion & Mahler Ltd. September 2011 - January 2014
Ohio University July 2010 - August 2010
PwC January 2010 - March 2010
Bob Evans June 2009 - August 2009
Bed Bath & Beyond June 2008 - August 2008
Outback Steakhouse June 2007 - August 2007
Best Buy November 2006 - August 2007
Haulotte Group ! BilJax June 2005 - August 2005
Skills
Auditing, Accounting, PowerPoint, Time Management, Microsoft Excel, Microsoft Word, Fixed Assets, Accounts Payable, Cash, Expenses, Internal Controls, US GAAP, Financial Analysis, Team Motivator, Selling, Cash Flow, Excel, Lotus Notes, Word, CCH ProSystem fx, Data Analysis, Financial Accounting, Cost Accounting, Accruals, Accounts Receivable, Construction Accounting, Due Diligence, Data Manipulation, Financial Audits, SOX Compliancy, Recruiting, Fraud Detection
Education
Ohio University 2007 — 2011
BBA, Accounting
St. John's Jesuit 2003 — 2007
White Hat Management, LLC November 2009 - Present
Atlas Energy, Inc. (Atlas America, Inc.) June 2008 - November 2009
CBIZ MHM, LLC June 2005 - May 2008
Lake Erie Golf Cars January 1999 - December 2003
JPMorgan Chase (First USA Bank) 1991 - 1993
FirstMerit Bank (First Bancorporation of Ohio) 1988 - 1991
Sherwin Williams 1980 - 1988
Lafayette Radio Electronics 1973 - 1979
US Navy November 1970 - November 1976
Skills
Financial Reporting, Internal Controls, Cash Flow, Sarbanes-Oxley, Operations Management, Training, Risk Management, Analysis, Sales, Process Management, Purchasing, Budgets, Sarbanes-Oxley Act, Managerial Finance, Strategy, Auditing, Executive Management, Internal Audit, Management, Team Building, Risk Assessment, Finance
Education
Rutgers University – Camden 1980 — 1983
B.S., Accountancy, cum laude
Burlington County College 1973 — 1975
A.A.S., Electronic Technology, with high honors
CBIZ MHM, LLC 1993 - Present
Education
Queens College 1980 — 1984
Bachelor’s Degree, ACCOUNTING
CBIZ MHM, LLC November 2014 - Present
BDO USA, LLP June 2003 - October 2014
Mercadien Group 1998 - 2003
Skills
Tax Research, Tax Preparation, Tax Returns, Partnership Taxation, Tax Advisory, Tax Law, Consolidation, Corporate Tax, Financial Accounting
Education
Seton Hall University 2003 — 2006
MST, Taxation
Rider University 1989 — 1993
B.S., ACCOUNTING
Clinique September 2015 - Present
CBIZ MHM, LLC March 2014 - September 2015
Aveda January 2003 - June 2009
Skills
Employee Benefits, Customer Service, Life Insurance, Term Life Insurance, Benefits Administration, COBRA, Client Services, Leadership, Group Insurance, PowerPoint, Microsoft Excel, Solution Implementation, Client Liaison, Superior Client Service, Marketing, Defined Benefit, Benefits Design, Training, Sales
Education
National University
Life, Accident & Health, Life, Accident & Health Insurance
Santa Monica College 2005 — 2007
Mass Communication/Media Studies
Hollywood High School 1999 — 2003
Diploma, Educational Leadership and Administration, General
CBIZ MHM, LLC August 2015 - Present
Morris and McDaniel May 2014 - Present
Rockhurst University January 2013 - Present
Gap Inc./Old Navy April 2011 - Present
The Council of Insurance Agents & Brokers June 2015 - August 2015
Lewis Rice LLC May 2014 - May 2015
The Upper Room June 2012 - August 2014
Skills
Public Speaking, Social Media, Interpersonal..., Management, Customer Service, Training, Coaching, Leadership, Time Management, Fundraising, Microsoft Word
Education
Rockhurst University 2012 — 2016
Bachelor's degree, Political Science and Government, Philosophy, Spanish
St. James Academy 2010 — 2012
High School
CBIZ MHM, LLC July 2015 - Present
DriveTime September 2013 - March 2015
Pioneer Title Agency March 2012 - July 2012
Skills
Accounting, Financial Reporting, General Ledger, GAAP, Account Reconciliation, Microsoft Excel, Financial Statements, Microsoft Office, CPA, PowerPoint, Public Speaking, Journal Entries, Microsoft Word, Time Management
Education
Point Loma Nazarene University 2010 — 2013
Bachelor of Arts (BA), Accounting, 3.8
CBIZ MHM, LLC July 2015 - Present
Office Team - United Real Estate February 2015 - June 2015
MetLife May 2013 - June 2014
MetLife July 2011 - May 2013
MetLife September 2006 - July 2011
ReeceNichols Real Estate April 2001 - December 2006
Skills
Employee Benefits, Insurance, Process Improvement, Time Management, Customer Service, Microsoft Office, Selling, Marketing Strategy, Sales, Referrals, Investment Properties, Relocation, Training, Real Estate, Accident, Contract Negotiation, General Insurance, Health Insurance, Leadership, Management, Project Management, Sales Management, Negotiation, Team Building, Term Life Insurance, Budgets, Seniors, Coaching, Long-term Care, Typing, Adobe, Recruiting, Lotus Notes, Foreclosures, Underwriting
Education
Park University 2009 — 2014
Bachelor's Degree, Business Administration and Management, Summa Cum Laude
University of Phoenix 2007 — 2009
Associates in Business Administration, Business Administration and Management, 3.96
McC Inc dba McCormick Construction Company March 2006 - Present
CBIZ Accounting, Tax and Advisory Services August 1998 - March 2006
CBIZ MHM, LLC 1998 - 2006
BVKT Business Services 1985 - 1998
Skills
Financial Management, Business Management, Certified Public..., Certified Construction..., Accounting & Finance, Risk Management, Business Planning, Tax Preparation, Accounting, Managerial Finance, CPA, Budgets, Financial Reporting, Construction, Contract Negotiation, Tax, Financial Accounting, Auditing, Management
Education
Southwest Minnesota State University 1980 — 1982
Bachelors, Accounting
Ridgewater College 1978 — 1980
Associate of Science, Accounting
FORTIS Resource Partners April 2015 - Present
CBIZ MHM, LLC February 2014 - April 2015
SAG-AFTRA October 2011 - February 2014
AMC Theatres July 2012 - October 2012
Stater Bros. Markets February 2011 - June 2011
Harvest Christian Fellowship June 2009 - January 2011
Skills
Acting, Theatre, Social Media, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, Microsoft Excel, Dance, Drama, Performing Arts, Event Planning, Social Networking, Film Production, Film, Facebook, Event Management, Singing, Entertainment, Time Management, Data Entry, Outlook, Phone Etiquette, Organization Skills, Meeting Scheduling, Leadership, Events Coordination, Executive...
Education
UC Irvine 2012 — 2014
Bachelor of Arts (BA), Drama and Dramatics/Theatre Arts, General
Riverside Community College 2009 — 2012
Associate of Arts (AA), Fine & Applied Arts
Riverside Community College 2009 — 2012
Associate of Science (AS), Math & Science
Tyco Integrated Security September 2015 - Present
CBIZ MHM, LLC April 2015 - July 2015
Intuit October 2014 - March 2015
IntelliSource February 2014 - July 2014
IntelliSource February 2013 - February 2014
TeleTech July 2012 - November 2012
Denver Public Schools February 2012 - May 2012
TeleTech June 2011 - November 2011
TeleTech August 2010 - December 2010
Verizon Wireless – Bartech Contracting Firm June 2010 - August 2010
Skills
Recruiting, Human Resources, Onboarding, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Interviews, Internet Recruiting, Talent Management, Taleo, New Hire Orientations, Hiring, Employee Relations, Sales, Sourcing, Workforce Planning, HRIS, Contract Recruitment, Screening, Employee Engagement, Screening Resumes, Performance Management, Background Checks, Succession Planning
Education
Prairie View A&M University
BA, Communications
stephano slack November 2013 - Present
stephano slack September 2011 - November 2013
Ernst & Young July 2011 - September 2011
CBIZ MHM, LLC January 2011 - April 2011
John E. McGovern and Associates September 2010 - January 2011
Skills
Go System Software, Excel, Microsoft Office, ProSystems, Accounting, Auditing, Tax, Word, Bookkeeping, QuickBooks, PowerPoint, Financial Accounting, Tax Returns, Financial Reporting, General Ledger, GAAP, Financial Statements, Tax Preparation, Corporate Tax, Tax Research, Journal Entries, Partnership Taxation, Tax Accounting, Fixed Assets, US GAAP, Small Business, Budgets, Internal Controls, Accounts Receivable, Accruals, Accounts Payable, Account Reconciliation, Cash Flow, Financial Analysis, Revenue Recognition, Bank Reconciliation, Audits of Employee..., Spreadsheets, Preparation, Assurance, Outlook, Pivot Tables, External Audit, Consolidation, Expenses, Financial Audits, CPA, Finance, Income Tax, Leadership
Education
Philadelphia University 2007 — 2011
Bachelor of Science, Accounting
American Express May 2014 - Present
REDW November 2012 - April 2014
REDW May 2010 - October 2012
CBIZ MHM, LLC June 2009 - July 2009
Skills
GAAP, Financial Reporting, Financial Accounting, Internal Controls, Auditing, QuickBooks, Sarbanes-Oxley Act, External Audit, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Statements, Finance, Internal Audit
Education
Northern Arizona University 2005 — 2009
Bachelor's of Science, Accountancy
Northern Arizona University 2005 — 2009
Bachelor of Science (B.S.), Finance
University of Newcastle 2007 — 2007
Shadow Mountain High School 2000 — 2004
High School Diploma, n/a
Berdon LLP 2012 - Present
Kenneth H. Kranz CPA, PC 1996 - 2012
CBIZ MHM, LLC 1985 - 1996
Skills
High Net Worth..., Tax Exempt Organizations, Personal Financial..., Private Foundations
Education
St. John's University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
CBIZ MHM, LLC January 2015 - Present
Myers and Stauffer LC February 2014 - June 2014
ValueOptions, Inc.® January 2008 - April 2013
Strategic Psychotherapy June 2003 - December 2007
Holly Hill Health Care January 2002 - June 2003
Third Way Center July 1999 - July 2001
University of Denver June 1997 - June 1999
n/a-freelance November 1988 - June 1999
Adecco Staffing, USA February 1996 - May 1997
Skills
Tax Accounting, Financial Reporting, Enterprise Risk..., Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Financial Accounting, Microsoft Word, Accounting, Access, Auditing, Sarbanes-Oxley Act, Entertainment, Mental Health Counseling, Family Therapy, Systemic Change, Epistemology, Behavioural Change
Education
North Carolina State University 2014 — 2014
Master's degree, Accounting, 3.9 GPA
North Carolina State University 2012 — 2013
Prerequisite Courses for MAC program and CPA exam, Accounting, 4.0 GPA
Wake Technical Community College 2012 — 2013
Prerequisite Courses for MAC program and CPA exam, Accounting and Business/Management, 4.0 GPA
University of Denver 1997 — 1999
Master of Arts (M.A.), Counseling Psychology, 3.76 GPA
Appalachian State University 1989 — 1994
Bachelor of Arts (B.A.), Philosophy and Religious Studies, with Honors, 3.72 GPA
Stony Brook School 1981 — 1987
N/A
Centura Health June 2015 - Present
Renal Ventures Management May 2015 - June 2015
CBIZ MHM, LLC April 2015 - May 2015
Kelly Services November 2014 - April 2015
Kforce Inc June 2014 - November 2014
Modis July 2013 - June 2014
Coverall Health-Based Cleaning System July 2012 - July 2013
Spoon River College January 2012 - May 2012
KP Baseball Training Academy 2009 - 2012
Western Illinois University January 2011 - December 2011
Skills
•Highly motivated..., •Works well in..., •Strong Sports..., Event Planning, Recruiting, Teaching, Customer Service, Research, PowerPoint, Microsoft Office, Public Speaking, Tutoring, Social Media, Team Building, Access, Cold Calling, Business Development, Sales Operations, Selling, Business Planning, Sales, Training, Salesforce.com, CRM, Management, Technical Recruiting, Temporary Placement, Leadership, Talent Acquisition
Education
Western Illinois University 2009 — 2011
Master of Arts (M.A.), Sociology, Master's Level
Western Illinois University 2007 — 2009
Bachelor of Arts (B.A.), Sociology, Bachelor's Level
Northeast Texas Community College 2005 — 2007
Associate of Science (A.S.), Biology, General, Associate's Level
University of Houston 2004 — 2005
Kinesiology and Exercise Science, Freshman
Texarkana Liberty-Eylau High School 2000 — 2004
High School, General Studies
Boyer & Ritter, LLC October 2014 - Present
Smeal College of Business at Penn State University August 2014 - Present
CBIZ MHM, LLC November 2012 - August 2014
Penn State University July 2004 - December 2012
Jenkins & Co., LLC June 1991 - December 2012
Ernst & Young February 2000 - September 2001
Detweiler, Hershey & Associates January 1999 - February 2000
Glatfelter Co November 1994 - December 1998
Coopers & Lybrand LLP January 1989 - June 1991
Ellin & Tucker December 1986 - December 1988
Skills
Accounting, Auditing, Corporate Tax, Tax, Tax Preparation, International Tax, Mergers, Tax Accounting, Finance, Public Speaking, Microsoft Office, Financial Analysis, Tax Law, Financial Reporting, Management, Mergers & Acquisitions, Tax Advisory, CPA
Education
Villanova University School of Law 1998 — 2001
MT, Taxation - Corporations and International
Penn State University 1981 — 1984
MBA, Accounting and International Business
Penn State University 1973 — 1977
BS, Economics (International)
Clinica Family Health Services December 2014 - Present
University of Minnesota, Minneapolis, MN January 2012 - Present
NorthPoint Health & Wellness Center June 2013 - January 2015
Gardening Matters March 2013 - March 2014
PeaceHealth Siuslaw Region July 2010 - August 2012
Milkweed publishing 2006 - March 2011
Cedar Riverside Peoples Center April 2007 - July 2010
Clouds in the Water Zen Center 2010 - 2010
Como Park Living At Home Block Nurse Program 1995 - 2008
CBIZ MHM, LLC 2004 - 2007
Skills
Financial Reporting, Grants, Accounting, Auditing, Financial Analysis, Managerial Finance, Internal Controls, Financial Modeling, Forecasting, Finance, Financial Accounting, Non-profits, Budgets, Accounts Receivable, Process Improvement, QuickBooks, Healthcare, Sarbanes-Oxley Act, GAAP, Mergers, Teaching, Strategic Financial..., Strategic Planning, Policy, Hospitals, Nonprofits, Leadership, Access, Management, Project Planning, Fundraising, Training, Higher Education, Project Management, Business Strategy, Mergers, Financial Planning, Team Leadership, Cross-functional...
Education
University of Minnesota-Twin Cities 2010 — 2011
Masters Healthcare Administration, Healthcare
Rockford University 1989 — 1991
BS, Accounting
University of Minnesota-Twin Cities 1979 — 1984
B.S., Agriculture
Winona State University 1977 — 1979
Mahtomedi Highschool 1975 — 1977
CBIZ MHM, LLC January 2013 - Present
Verizon June 2013 - July 2013
East River Bank October 2011 - December 2012
Verizon June 2012 - July 2012
Verizon June 2011 - July 2011
Education
Philadelphia University 2013 — 2014
Innovation Masters of Business Administration, Accounting, 4.000
Philadelphia University 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.980
Gettysburg High School 2005 — 2009
High School Diploma, General Studies
CBIZ MHM, LLC August 2015 - Present
EY September 2013 - September 2014
Skills
Language Teaching, Chinese, English, French, Broadcast, Hosting, Abacus
Education
UNC Chapel Hill 2012 — 2013
Master of Accounting, Accounting
Ocean University of China 2008 — 2011
Bachelor of Arts (B.A.), English Language and Literature, General
CBIZ MHM, LLC July 2013 - Present
Mayer Hoffman McCann P.C. July 2013 - Present
The Mercadien Group May 2010 - July 2013
Skills
Expert Witness, Business Valuation, Fraud, Litigation Support, Forensic Accounting, Investigation, Fraud Investigations, Forensic Investigations, Litigation Consulting, Certified Fraud Examiner, Forensic Analysis, Purchase Price..., Valuation, Testimony, Anti-fraud, Due Diligence, White Collar Criminal..., Internal Controls, Corporate Governance, Courts, Management, Real Estate, SEC filings, GAAP, Accounting, Corporate Finance, Litigation, CPA, Strategic Planning, Auditing, Tax, Bankruptcy, US GAAP, Financial Statements, Mergers & Acquisitions, Financial Analysis, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 1976 — 1980
Bachelor of Science (BS), Accounting
Arrow Truck Sales December 2010 - Present
CBIZ MHM, LLC September 2003 - October 2010
Henderson Warren & Eckinger June 1999 - August 2003
Starlight Theatre May 1998 - September 1998
Skills
GAAP, Auditing, Accounting, Employee Benefits, Financial Statements, General Ledger, CPA, Internal Controls, US GAAP, Financial Analysis, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, Financial Audits, Assurance, Construction Accounting, SOX 404, Revenue Recognition, Corporate Tax, Tax Returns, Bookkeeping, Bank Reconciliation, SEC filings, Variance Analysis, Partnership Taxation, Fixed Assets, Forensic Accounting, Finance, Tax Preparation, Tax Research, Cash Flow, Journal Entries, Forecasting, Managerial Finance, Consolidation, Tax, Income Tax, Internal Audit, External Audit, Payroll, Sales Tax, Accounts Payable, Mergers & Acquisitions, Payroll Taxes, QuickBooks, Cost Accounting, Accounts Receivable, Tax Accounting
Education
Rockhurst University 1995 — 1999
BS, Accouning
CBIZ MHM, LLC August 1972 - Present
Skills
Auditing, General Ledger, QuickBooks, Tax Preparation, Tax, Corporate Tax, CPA, Accounts Payable, Accounting, Great Plains Software, Payroll, Time Management, Banking, Financial Reporting, Integrated Marketing, Due Diligence, Microsoft Excel, Financial Analysis, Public Speaking, Microsoft Office, Windows 7, Windows 8.1, Tax Accounting, Income Tax, Nonprofits, Financial Statements, Real Estate, GAAP, Leadership, Strategic Planning, Financial Accounting, Budgets
Education
Roosevelt University 1965 — 1969
BS in Accounting, Business/Commerce, General
The Opulent Group, LLC January 2014 - Present
Thomas St John Group May 2012 - November 2013
WG&S, LLP August 2010 - May 2012
CBIZ MHM, LLC January 2006 - August 2009
Lee Andrews Group- Consulting Firm May 2003 - January 2006
Johnson Development Corporation September 2000 - May 2003
Grant, Tani, Barash & Altman, Inc September 1995 - September 2000
Breslauer, Jacobson & rutman 1989 - 1992
Skills
QuickBooks, General Ledger, Payroll, Accounting, Accounts Payable, Bookkeeping, Financial Statements, Invoicing, Journal Entries, Budgets, Microsoft Excel, Cash Flow, Auditing, Bank Reconciliation, Internal Audit, Finance, Management
Education
Mount Saint Mary's College California 2006 — 2010
Bachelors of Arts; Liberal Arts, Business Minor
West Los Angeles College 1990 — 1994
Associate, Liberal Arts
Marsh May 2014 - Present
CBIZ MHM, LLC May 2006 - May 2014
McNeil & Company, Inc. January 2001 - April 2006
McNeil & Company, Inc. August 1998 - January 2001
Skills
Employee Benefits, HRIS, Talent Management, Organizational..., Change Management, Strategic Planning, HR Consulting, HR Transformation, Workforce Planning, Personnel Management, Leadership Development, Policy, Human Resources, Employee Relations, Temporary Placement, Management, Leadership
Education
Villanova University 2010 — 2012
Master of Science (M.S.), Human Resource Development
Penn State University 1994 — 1998
Bachelor of Science (B.S.), Health Policy and Administration
Intuit December 2014 - Present
Intuit August 2013 - November 2014
Intuit August 2010 - July 2013
Intuit December 2008 - July 2010
CBIZ MHM, LLC July 2008 - December 2008
CBIZ July 2006 - June 2008
SPAWAR June 2005 - April 2006
Skills
Financial Statements, Process Improvement, Auditing, Financial Accounting, Accounting, CPA, General Ledger, GAAP, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, Tax, US GAAP, Financial Reporting, Tax Preparation
Education
Point Loma Nazarene University 2002 — 2006
Bachelors, Accounting
CBIZ MHM, LLC July 2015 - Present
BDO USA, LLP October 2014 - June 2015
Standard Security Life Insurance Company July 2013 - May 2014
David Barton Gym January 2013 - March 2013
Loews Corporation May 2012 - August 2012
Ponce De Leon Federal Bank November 2010 - March 2011
Skills
Outstanding..., Pay Close Attention to..., Microsoft Office, Bilingual-English/Spanis..., Paisley, ACL, Analytical Skills, Outstanding time..., Event Planning, Management, Accounts Payable, Auditing, Internal Audit, Sarbanes-Oxley Act, Access Lists, Project Planning, Sales, Finance, Training, General Ledger, Time Management, Financial Accounting, Banking, Invoicing, Accounting
Education
Pace University - Lubin School of Business 2011 — 2014
BBA, May 2014, Public Accounting
Life Sciences
LINGSU CPA P.C. January 2013 - Present
CBIZ MHM, LLC January 2006 - January 2013
Frankel Loughran Starr & Vallone LLP, New York, NY August 2005 - January 2006
Berdon LLP, CPAs and Advisors September 2004 - August 2005
Skills
Tax Preparation, S Corporations, Tax Research, Income Tax, Corporate Tax, Tax Returns, Tax Accounting, Tax, GAAP, ProSystem fx Tax, Forensic Accounting, Entity Formations, General Ledger, Financial Statements, Fixed Assets, US GAAP, International Tax, QuickBooks, External Audit, CPA, Financial Accounting, Auditing, Financial Reporting, Accounting, Tax Advisory, IRS, Compilation, High Net Worth..., Sales Tax, US Tax, Payroll Taxes, Accountants, Journal Entries, Account Reconciliation, Internal Controls, Bookkeeping, Lacerte, Trust Taxation, Compilation Of..., Consolidated Returns, Preparation, Pass-through Entities, Use Tax, Multi-state tax returns, GoSystems, 1120S, CCH ProSystem fx
Education
Pace University 1996 — 2000
Certified Public Accounting
Various bay area public clients September 2013 - August 2015
Openwave Systems December 2008 - May 2013
Intuitive Surgical March 2011 - September 2011
LTX-Credence May 2006 - October 2008
Robert Half Management Resources March 2004 - April 2006
Google October 2003 - January 2004
CBIZ MHM, LLC November 2002 - November 2003
PricewaterhouseCoopers September 2000 - September 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Financial Reporting, Sarbanes-Oxley, Financial Analysis, Enterprise Risk..., Accounting, Business Process, GAAP, US GAAP, Financial Risk, Risk Assessment, Process Improvement, Policy, Corporate Governance, Due Diligence, Revenue Recognition, Audit, Analytics, SOX, Compliance, FCPA, Sales Operations, Risk Management, COSO, External Audit, Compliance Audits, ITGC, Test Planning, Segregation of Duties, Financial Control, Re-engineering, Documentation, Fraud Investigations, Business Process..., Process Flow..., Business Process Design, Corporate Financial..., Corporate Fraud..., Project Management, Business Process..., Process Redesign, ERP Implementations, Disaster Recovery, Carve-out Financial..., Compilation Of..., Financial Statement..., Finance
Education
Northwood University 1996 — 2000
BBA, Accounting/Management
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC January 2009 - December 2014
Mahoney Cohen January 2008 - December 2008
Meaden & Moore LLP June 2004 - December 2007
Skills
Forensic Accounting, Bankruptcy, Chapter 7, Chapter 11, Litigation Support, Accounting, Financial Analysis, Corporate Recovery, Restructuring, QuickBooks, Timberline Accounting, Microsoft Excel, Microsoft Word, Financial Statements, General Ledger, Finance, Account Reconciliation, Financial Accounting, Forensic Analysis, Fraud, Litigation Consulting
Education
Pace University - Lubin School of Business 2005 — 2006
MBA, Accounting
Pace University 2000 — 2005
BBA, Accounting
PwC August 2015 - Present
Pivotal Solutions, Inc March 2007 - August 2015
CBIZ MHM, LLC June 2013 - September 2013
Skills
Staff Augmentation, Internet Recruiting, Benefits Negotiation, Screening Resumes, Staffing Services, Technical Recruiting, Contract Recruitment, Screening, Applicant Tracking..., IT Recruitment, Permanent Placement, Executive Search, College Recruiting, Talent Acquisition, Candidate Generation, Employee Referral..., E-recruitment, Sourcing, Project Managers, RPO, Job Descriptions, Management, Temporary Placement, CRM, Training, Recruiting, Information Technology, Onboarding, Search, Interviews, Employer Branding, HRIS, Human Resources, Vendor Management, HR Consulting, SDLC, Hiring, Temporary Staffing, Talent Management, Personnel Management, Recruitment Advertising, Resume Writing, Resource Management, PeopleSoft, Workforce Planning, Recruitments, CCH ProSystem fx, Superforms, Consulting, Employee Relations
Education
Queens College 2014 — 2015
Master of Science (MS), Accounting
City University of New York-Queens College 2010 — 2014
B.A, Accounting with a Concentration in Computer Science/Information Technology
Great Neck North High School
Great Neck North High School
Great Neck North High School
CBIZ MHM, LLC December 2009 - Present
TJ Maxx June 2005 - December 2009
Education
Oklahoma Christian University 1997 — 1999
Friedman LLP June 2011 - Present
CBIZ MHM, LLC 1998 - June 2011
BDO USA, LLP September 1993 - January 1996
Price Waterhouse Coopers 1996 - 1996
BDO USA, LLP February 1992 - August 1993
Skills
Tax, Corporate Tax, CPA, Tax Research, GAAP
Education
Pace University 1989 — 1993
BBA, Public Accounting
CBIZ MHM, LLC September 1986 - Present
Skills
Forensic Accounting, Tax, Corporate Tax, Tax Research, CPA, Accounting, Litigation Consulting, Partnership Taxation, Financial Reporting, High Net Worth..., Income Tax
Education
Penn State University 1975 — 1978
B.S., Finance
CBIZ MHM, LLC January 2015 - Present
CBIZ Tofias January 2012 - January 2015
FSP Investments LLC October 2010 - December 2011
Wheaton College (MA) November 2008 - July 2010
Michael Page International November 2007 - November 2008
David Lerner Associates November 2006 - November 2007
Aames Home Loan June 2005 - September 2006
United States Marine Corps July 1997 - July 2005
Skills
Series 7, Series 63, Investments, Customer Relations, Research, Strategic Planning, Customer Service, Microsoft Office, PowerPoint, Excel, Word, Legal Research, Statutory Interpretation, Microsoft Excel, Finance, Leadership, Management, Public Speaking
Education
New England Law Boston 2011 — 2015
Juris Doctor, Law
Wheaton College (MA) 1997 — 2001
Bachelors, History
Northfield Mount Hermon School 1994 — 1997
Diploma, General Studies
CBIZ MHM, LLC January 2014 - Present
Laurel House July 2015 - Present
CBIZ MHM, LLC May 2007 - December 2013
LarsonAllen January 2007 - April 2007
SES Advisors, Inc. January 2005 - January 2007
Skills
GAAP, Accounting, Financial Reporting, Auditing, Caseware, IDEA, US GAAP, External Audit, Corporate Tax, SEC filings, CPA, Forensic Accounting, Tax, Internal Controls, Financial Accounting, Tax Preparation, Financial Analysis, SEC Filings
Education
Philadelphia University
CBIZ MHM, LLC January 2013 - Present
Raich Ende Malter & Co., LLP September 2008 - January 2013
Education
Rutgers Business School 2008 — 2009
Master's Degree, Financial Accounting
Rutgers, The State University of New Jersey-Newark 2004 — 2008
B.A, Accounting
CBIZ MHM, LLC September 2015 - Present
Citrin Cooperman July 2014 - September 2015
Citrin Cooperman July 2013 - July 2014
Mayer Hoffman McCann CPAs October 2008 - June 2013
Telsey Advisory Group September 2007 - July 2008
RSM McGladrey August 2006 - September 2007
Berenson LLP October 2003 - August 2006
Skills
GAAP, Payroll, Financial Reporting, Financial Accounting, US GAAP, Auditing, Accounting, Sarbanes-Oxley Act, Corporate Tax, CPA, External Audit, Financial Statements, Consolidation, Cash Flow, Financial Analysis, Financial Audits, General Ledger, Revenue Recognition, QuickBooks, Assurance, Account Reconciliation, Cost Accounting, Fixed Assets, Journal Entries, Accounts Receivable, Accruals, Forecasting, Bank Reconciliation, Bookkeeping, Private Equity, Accountants, Tax, SEC filings, Internal Audit, Tax Preparation, Income Tax
Education
New York University 1998 — 2001
Bachelor of Science, Economics
Brown Brothers Harriman November 2013 - Present
Ernst & Young February 2012 - October 2013
Ernst & Young December 2010 - January 2012
CBIZ MHM, LLC November 2008 - November 2010
Skills
Accounting, Tax, Auditing, Financial Accounting, CPA, Tax Preparation, Tax Returns
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
Bachelor's degree, Accounting
Old Dominion University 2004 — 2006
Jebran & Associates, PC July 2003 - Present
CBIZ MHM, LLC 2000 - 2003
Halbert Katz & Company 1998 - 2000
Coopers & Lybrand 1986 - 1990
Skills
Tax Preparation, Corporate Tax, Accounting, Budgets, Income Tax, Leadership, Customer Service, Financial Reporting, Internal Controls, Process Improvement, Sarbanes-Oxley Act, Accounts Payable, Microsoft Excel, Cost Accounting, Finance, Tax Returns, Auditing, Tax, Strategic Financial...
Education
Saint Joseph's University 1982 — 1986
BS in Accounting, Accounting
CBIZ MHM LLC September 1994 - Present
First National Bank of Kansas April 1993 - September 1994
First National Bank of Omaha 1991 - 1993
Physicians Clinic 1989 - 1991
Skills
Accounting, Tax, CPA, Income Tax, Tax Research
Education
Peru State College 1985 — 1989
BS, Accounting
CBIZ MHM, LLC January 2001 - Present
Dickinson Financial Corporation February 2005 - October 2005
Rockford Pyrotechnics, LLC January 1997 - August 2005
Skills
Certified Internal..., Internal Audit, Internal Controls, Social Engineering, IT Audit, Risk Assessment, Enterprise Risk..., Risk, Process Improvement, Due Diligence, Management Consulting, SSAE 16, SAS70, Financial Analysis, Banking, Payroll, SOX, Sarbanes-Oxley Act, Financial Risk, Auditing, Sarbanes-Oxley, Risk Management, Financial Audits, Financial Reporting, Accounting
Education
Rockhurst University 1996 — 2000
Bachelor of Science, Accounting
GAIN Capital June 2013 - Present
DRS Consolidated Controls January 2013 - May 2013
DRS Technologies August 2008 - December 2012
Crowe Horwath LLP July 2007 - July 2008
CBIZ MHM, LLC January 2005 - June 2007
F.X. Duffy & Co., Inc. September 2003 - December 2004
Skills
External Audit, Internal Audit, Accounting, SOX, PowerPoint, Government Contracting, Government Contract..., Microsoft Word, Sarbanes-Oxley Act, Auditing, Government Accounting, Microsoft Excel, Accounts Receivable, Financial Modeling, Cost Accounting, QuickBooks, Process Improvement, SEC filings, Managerial Finance, GAAP, Financial Analysis, Forecasting, Financial Accounting, Internal Controls, Budgets, General Ledger, Payroll, Accounts Payable, Variance Analysis, Inventory Control, Inventory Management, Inventory Analysis, Physical Inventory, Inventory Accuracy, Inventory Valuation, Strategic Financial..., Oracle E-Business Suite, Business Strategy, Financial Reporting, Analysis, Sarbanes-Oxley, Hyperion Enterprise, Financial Statements, Account Reconciliation, Costpoint, Revenue Recognition, DCAA, Finance, US GAAP, Consolidation
Education
Philadelphia University 2006 — 2007
Masters, Business Administration
Philadelphia University 2002 — 2006
Bachelors, Accounting
Internal Revenue Service November 2011 - Present
Internal Revenue Service January 2010 - November 2011
CBIZ August 2007 - June 2009
CBIZ MHM, LLC 2007 - 2009
Grant Thornton August 2004 - July 2007
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, US GAAP, Tax, SEC filings, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Audit, GAAP
Education
Park University 2001 — 2004
BA, Accounting
CBIZ November 2011 - Present
OnPoint Publications, LLC July 2005 - Present
The Goldenberg Group November 2007 - November 2011
CBIZ MHM, LLC June 1996 - November 2007
Skills
Tax, Tax Preparation, Management Consulting, Real Estate, Management, Financial Planners, Tax Research, Corporate Tax, Financial Reporting, CPA, Accounting, GAAP, Partnership Taxation, Tax Accounting, Income Tax, QuickBooks, Financial Analysis, Construction, Microsoft Excel, Financial Modeling, Budgets, Forensic Accounting
Education
Villanova University 2011 — 2016
M.S., Taxation
Penn State University 1971 — 1975
B.S. in Bus. Admin, Finance
JDM LLC March 2008 - Present
CBIZ MHM, LLC January 2008 - November 2008
Merrill Lynch August 1998 - May 2005
Education
Rider University 1984 — 1989
BSBA, Accounting, Decision Sciences & Computers
CBIZ MHM, LLC February 1978 - Present
Mayer Hoffman McCann P.C. February 1978 - May 2013
Mayer Hoffman McCann, PC 1978 - May 2013
Skills
Auditing, Internal Controls, Accounting, Internal Audit, Income Tax, Forensic Accounting, Business Valuation, Litigation Support, Cost Accounting, CPA, GAAP, SEC filings, Manufacturing, Tax Research, Partnership Taxation, US GAAP, Tax, Corporate Tax, Financial Reporting, Financial Accounting
Education
Wichita State University 1970 — 1971
M.B.A.
Pittsburg State University 1966 — 1970
Accounting
Emmons & Co December 2013 - Present
CBIZ MHM, llc January 2008 - December 2013
Wyatt & Company January 2003 - January 2008
Skills
Tax, CPA, Tax Preparation, Accounting, Financial Accounting, QuickBooks, Bookkeeping
Education
Oklahoma State University 1998 — 2002
B.S. & M.S., Accounting & Tax
DavCo Restaurants September 2015 - Present
DavCo Restaurants June 2012 - September 2015
Center for Medical Technology Policy, Inc. March 2011 - June 2012
JPB Enterprises, Inc. March 2010 - March 2011
SB & Company, LLC July 2009 - September 2009
CBIZ MHM, LLC July 2007 - April 2009
Skills
Financial Reporting, Accounting, Audit, Auditing, Payroll, Bookkeeping, Internal Controls, Financial Accounting, Forecasting, Microsoft Excel, US GAAP, Nonprofits, Analysis, Cost Accounting, Account Reconciliation, CPA, Corporate Tax, Financial Statements, QuickBooks, Budgets, Financial Analysis, General Ledger, Revenue Recognition
Education
Philadelphia University 2003 — 2007
Bachelor of Science, Accounting
CBIZ MHM, LLC January 2009 - Present
Commerce Bank August 2007 - December 2007
Skills
Accounting, Audit, Auditing, GAAP, Financial Reporting, Internal Controls, CPA, US GAAP, Finance, Microsoft Excel
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor's, Accounting
Mayer Hoffman McCann P.C. October 2010 - Present
CBIZ MHM, LLC 2007 - 2010
Skills
Microsoft Office..., Microsoft Office..., Microsoft Office..., Outlook, Microsoft Excel
Education
American College of Health Careers 1973 — 1974
RMA, Healthcare
Oklahoma State University 1972 — 1973
American Realty Capital September 2014 - Present
PwC January 2014 - August 2014
Reader's Digest Association September 2013 - December 2013
Brown Brothers Harriman April 2013 - August 2013
Biomet January 2013 - March 2013
CBIZ MHM, LLC October 2011 - November 2012
AlliedBarton Security Services August 2010 - August 2011
Skills
Microsoft Office, Outlook, Employee Relations, SDLC, Human Resources, Onboarding, Training, New Hire Orientations, Interviews, Personnel Management, Policy, Time Management, Hiring, Career Counseling, Applicant Tracking..., Talent Management, Management, Talent Acquisition, Recruiting, PeopleSoft, Screening, College Recruiting, Succession Planning, Job Descriptions, Internet Recruiting, Taleo, Temporary Placement, Job Fairs, Background Checks, ADP Payroll, Employer Branding, Benefits Negotiation, HR Policies, I-9 Compliance, Resume Writing, HR Consulting, Executive Search, Screening Resumes, Employee Handbooks, Organizational..., Staffing Services, Employee Engagement, Technical Recruiting, Compensation & Benefit, Labor Relations
Education
DeVry University 2008 — 2010
Bachelor, Technical Management with a concentration in HR Management
Montgomery County Community College 2002 — 2006
Associates Degree, Early Childhood Education
Norristown Area High School 1998 — 2002
Diploma, General Studies
CBIZ MHM, LLC January 2005 - Present
Mayer Hoffman McCann P.C. 2005 - Present
Nation Smith Hermes Diamond August 1996 - December 2002
Skills
SEC filings, CPA, GAAP, Internal Controls, Strategic Financial..., Financial Analysis, Revenue Recognition, Auditing, Valuation, Business Valuation, Finance, Financial Accounting, Tax, Financial Planning, SEC Filings, US GAAP
Education
Oklahoma State University 1964 — 1972
BS, Accounting
CBIZ MHM, LLC February 2013 - December 2014
Orleans Homebuilders October 2011 - August 2012
H&R Block December 2008 - December 2011
H&R Block's RSM McGladrey November 2009 - March 2010
Ernst & Young, LLP July 2003 - November 2008
Tait, Weller & Baker December 2002 - June 2003
H&R Block December 2001 - April 2003
Express Employment Professionals January 2001 - April 2001
Skills
Tax, Team Building, Process Improvement, Tax Returns, Training, Payroll, Tax Research, Tax Accounting, Corporate Tax, Accounting, Tax Preparation, Marketing, Real Estate, Income Tax, Management
Education
Rider University 2000 — 2002
BS in Accounting, BS in Finance
New York University 1998 — 1999
Verizon Wireless January 2015 - Present
Verizon July 2014 - January 2015
Verizon January 2014 - July 2014
Verizon June 2013 - January 2014
Philadelphia University August 2012 - June 2013
Verizon June 2011 - August 2012
CBIZ MHM, LLC January 2012 - April 2012
Skills
Leadership Development, Time Management, Teamwork, Team Leadership, Leadership, Social Media, Research, Financial Reporting, Account Reconciliation, Tax, Data Analysis, Journal Entries, Public Speaking, Financial Analysis, Microsoft Excel, Access, Oracle Applications
Education
Philadelphia University 2012 — 2013
Master of Business Administration (M.B.A.)
Philadelphia University 2008 — 2012
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC January 2012 - Present
CBIZ MHM, LLC January 2008 - December 2011
CBIZ MHM, LLC May 2005 - December 2007
Skills
Tax Research, Corporate Tax, Partnership Taxation, CPA, Tax Accounting, Income Tax, Tax Preparation, Tax, ProSystem fx Tax, Accounting, Tax Returns, High Net Worth..., S Corporations, Tax Advisory, IRS, Financial Analysis
Education
Philadelphia University 2005 — 2007
MS, Taxation
Philadelphia University 2001 — 2005
BS, Accounting
Maillie LLP August 2012 - Present
Whisman, Giordano & Associates, LLC September 2009 - July 2012
CBIZ MHM, LLC January 2004 - April 2009
Skills
General Ledger, Tax, Corporate Tax, Financial Reporting, Auditing, GAAP, Tax Preparation, Income Tax
Education
Philadelphia University 2005 — 2006
Masters, M.B.A.
Philadelphia University 2001 — 2005
Bachelor, Accounting
Kennedy Kenrick Catholic High School 1997 — 2001
Pentair August 2013 - Present
TCF Bank June 2010 - July 2013
Pentair November 2008 - June 2010
GE Capital 2006 - 2008
CBIZ MHM, LLC 2001 - 2006
TCF Bank March 2000 - October 2001
McGladrey & Pullen 1998 - 2000
Skills
Tax, International Tax, Accounting
Education
North Dakota State University 1993 — 1997
BS, Accounting
KPMG US August 2015 - Present
PricewaterhouseCoopers LLP July 2013 - August 2015
CBIZ MHM, LLC January 2013 - April 2013
Prudential Financial September 2010 - February 2011
Education
Saint Joseph's University
Certificate of Accountancy
Saint Joseph's University
BS
CBIZ MHM, LLC January 1988 - Present
Sharp and Talbot January 1984 - January 1988
Skills
Accounting, CPA, Tax, Consulting, Retirement Planning, Income Tax, Sarbanes-Oxley Act, Financial Accounting, Auditing, SEC filings, Strategic Planning, Business Planning, Internal Controls, Finance, Leadership, US GAAP, GAAP
Education
University of St. Thomas 1975 — 1976
Bachelor of Arts (BA), Accounting
St. John's University 1973 — 1975
Drury University October 2000 - Present
CBIZ MHM, LLC January 2000 - October 2000
Primrose Healthcare Services, Inc. November 1996 - January 2000
Skills
Employee Benefits, Organizational..., Higher Education, Leadership Development, HRIS, Benefits Administration, Leadership, Training, Recruiting, Strategic Planning
Education
Ozarks Technical Community College
Associate's Degree, Applied Science
Hecht & Company P.C., CPAs June 2010 - Present
CBIZ MHM, LLC December 2006 - April 2010
Lutz and Carr CPAs, LLP June 2003 - December 2006
United Federation of Teachers Welfare Fund May 2002 - June 2003
Education
Pace University - Lubin School of Business 1998 — 2002
BBA, Public Accounting
Hallett Financial Group April 2004 - Present
CBIZ SK&B LLC February 2003 - November 2003
CBIZ MHM, LLC August 1999 - February 2003
Skills
CPA, Employee Benefits, Accounting, Corporate Tax, 401k, Accounts Payable, Accounts Receivable, Payroll, Consolidated Financial..., Year-end Close
Education
North Dakota State University 1995 — 1999
Business Admin, Accounting
FHL-Bank New York April 2014 - Present
ISACA-NJ chapter 2012 - Present
CohnReznick-MC,FC,FHNY May 2013 - March 2014
Rothstein Kass November 2008 - May 2013
CBIZ MHM, LLC 2006 - 2008
AHT Financial Services November 2003 - February 2006
IBM 2001 - 2003
Merrill Lynch 2000 - 2001
Prudential Financial 1997 - 2000
TCG-Twin County Grocers 1995 - 1997
Skills
Accounting, GAAP, Assurance, Valuation, Sarbanes-Oxley Act, SEC filings, Financial Modeling, General Ledger, Asset Managment, Financial Analysis, Accounts Receivable, Oracle General Ledger, CRISC, CISA
Education
Stevens Institute of Technology
MSIS, Information Systems
Pace University - Lubin School of Business
BA, Accounting
Secaucus High School
Glenn R. Millar, CPA, P.C. November 2014 - Present
Central Arizona Shelter Services August 2013 - November 2014
CliftonLarsonAllen September 2011 - August 2013
CBIZ MHM, LLC July 2007 - April 2011
Skills
GAAP, CPA, Auditing, Accounting, US GAAP, Internal Controls, Financial Reporting
Education
Northern Arizona University 2003 — 2007
BS, Accounting
Northern Arizona University 1998 — 2002
Bachelor of Science (BS), Psychology
CBIZ MHM, LLC June 2015 - Present
CBIZ MHM, LLC February 2015 - Present
McGladrey February 2014 - October 2014
Samwoo LLP - Certified Public Accountants April 2013 - February 2014
VolumeCocomo Apparel Inc. September 2008 - November 2009
Skills
Accounting, Payroll, QuickBooks, Auditing, Journal Entries, General Ledger, Financial Statements, Invoicing, Microsoft Excel, Tax, Analysis, Bank Reconciliation, Internal Audit, Sales Tax, Tax Returns, Preparation, Sales
Education
Queens College 2010 — 2014
Bachelor of Arts (BA), Accounting
Forest Hills High Schol 2001 — 2004
Key Bank December 2007 - Present
Apple Growth Partners October 2005 - December 2007
CBIZ MHM, LLC April 2004 - October 2005
Skills
Financial Modeling, Investments, Alternative Investments, Asset Management, Portfolio Management, Wealth Management, Asset Allocation, Financial Analysis, Valuation, Equities, Investment Management
Education
Ohio University 2000 — 2004
BBA, Finance and Business Economics
CBIZ MHM, LLC September 2015 - Present
Vubiquity June 2013 - October 2013
Deluxe Entertainment Services Group August 2012 - February 2013
Colbrit April 2011 - July 2012
Law office of marc Rosenberg October 2009 - February 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Forecasting, Finance, Managerial Finance, QuickBooks, Accounts Receivable, Financial Modeling, Corporate Finance, Strategic Financial..., Tax, Financial Accounting, Financial Reporting, Variance Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2011
master, Accounting and Finance
University of Tehran
Accounting, Accounting
CBIZ MHM, LLC October 1993 - Present
Tokai Financial Services August 1984 - April 1993
Skills
Credit, Financial Reporting, Accounting, Portfolio Management, Financial Analysis, Analysis, Budgets, Auditing, Process Improvement, Cash Flow, Cash Management
Education
Saint Joseph's University 1966 — 1970
BS, Political Science
CBIZ MHM, LLC May 2001 - Present
Trizec Properties 1999 - 2001
Law Offices of Kenneth D. Bellah 1995 - 1999
Lippes Mathias Wexler Friedman LLP 1993 - 1995
Skills
Accounting, Tax, Spreadsheets, ProSystem fx Tax, QuickBooks, Bookkeeping, Microsoft Excel, Outlook, Accounts Receivable, Administrative..., Accounts Payable, Employee Benefits, PowerPoint, Time Management, Microsoft Office, Event Planning, Microsoft Word, Employee Relations, Budgets, Account Reconciliation, Tax Returns, Office Management, Leadership, Customer Service, Training, Administrative...
Education
Robert Morris College 1992 — 1993
Diploma, Business Management
William J. Bogan High School 1988 — 1992
Diploma, Business/Commerce, General
Eli Whitney 1979 — 1988
Diploma, General
CBIZ MHM, LLC January 2012 - Present
CBIZ MHM, LLC May 2010 - January 2012
Valley National Bank May 2008 - May 2010
Skills
Accounting, Financial Reporting, Auditing, Account Reconciliation, Financial Analysis, Financial Accounting, Forensic Accounting, General Ledger, Time Management, Microsoft Office, Microsoft Excel, Pivot Tables
Education
Montclair State University 2007 — 2011
BS, Accounting & Management, Graduated Cum Laude
Wayne Hills High School 2003 — 2007
CBIZ Tofias October 2011 - Present
CBIZ MHM, LLC January 2009 - October 2011
Mahoney Cohen & Company, P.C. November 2003 - December 2008
Skills
GAAP, Auditing, Financial Reporting, Internal Controls, Accounting, Financial Accounting, SEC filings, Financial Analysis, Financial Audits, US GAAP, External Audit, General Ledger, CPA, Income Tax, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2003
B.S., Accounting
CBIZ MHM, LLC 2005 - Present
Skills
Management, PowerPoint, Customer Service, Outlook, Sales, Financial Reporting, Microsoft Office, Research, Training, Accounting, Microsoft Word, Microsoft Excel, QuickBooks, Leadership
Education
Pace University 1988 — 1991
Bachelor of Business Administration (BBA)
CBIZ MHM, LLC 2009 - Present
Ernst & Young June 1963 - June 1996
Skills
GAAP, Internal Controls, Financial Reporting, SEC filings, Accounting, Sarbanes-Oxley Act, US GAAP, CPA, Tax, Tax Accounting, Auditing, Income Tax, Mergers & Acquisitions, Due Diligence
Education
Penn State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CBIZ MHM, LLC February 2007 - Present
Skills
Tax Research
Education
New York Institute of Technology-Old Westbury 1993 — 1995
MBA, Finance
CBIZ MHM, LLC March 2014 - Present
Glenwood Mason Supply Company, Inc August 2013 - March 2014
Always Home Care (formerly Attentive Home Care) January 2012 - November 2013
JSD INDUSTRIES INC March 2012 - August 2012
CITY CARTING HOLDING CO. January 2011 - January 2012
KLEEN SWEEP CONTAINER SERVICE, INC April 2004 - October 2011
Skills
Management, Process Improvement, Analysis, Cross-functional Team..., Leadership, Finance, Accounting, Financial Reporting, Payroll, Non-profits..., Microsoft Excel, Financial Accounting, Financial Analysis, Financial Modeling, Strategic Planning, Tax
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
stephano slack January 2010 - Present
CBIZ MHM, LLC January 2000 - December 2009
Skills
Tax Preparation, Finance, Partnership Taxation, Tax, CPA, Auditing, GAAP, Tax Research, Accounting, Access, Corporate Tax, Bookkeeping, Payroll, ProSystem fx Tax, Financial Statements, Income Tax, Microsoft Office, Financial Reporting, QuickBooks, Mergers & Acquisitions, Financial Accounting, Microsoft Excel
Education
Saint Joseph's University
Bachelor of Science (BS), Accounting
CBIZ MHM, LLC 2014 - Present
Skills
Tax Research, Accounting, Financial Reporting, Partnership Taxation, CPA, GAAP, Auditing, Microsoft Office, Income Tax, Corporate Tax, ProSystem fx Tax, Tax Preparation, Tax, Financial Accounting, Tax Accounting, GoSystems
Education
Philadelphia University 2005 — 2009
Bachelor of Science (B.S.), Accounting, Marketing, 3.89
CBIZ MHM, LLC August 2013 - Present
CBIZ MHM, LLC August 2012 - July 2013
CBIZ MHM, LLC March 2012 - July 2012
Davis Graber Plotzker & Ward February 2011 - January 2012
Skills
US GAAP, GAAP, Financial Reporting, Outlook, CPA, Internal Controls, Financial Accounting, External Audit, Microsoft Office, Windows, Auditing, PowerPoint, Customer Service, Microsoft Word, Research, English, Microsoft Excel, Teaching, Accounting, SEC filings
Education
Queens College 2006 — 2013
Bachelor's degree, Accounting and Economics
Herricks High School