Deloitte & Touche
Industry: Company
DescriptionDeloitte Touche Tohmatsu Limited, commonly referred to as Deloitte, is a multinational professional services network. Deloitte is one of the "Big Four" accounting organizations and the largest professional services network in the world by revenue and number of professionals. CEO: Punit Renjen (1 Jun 2015–) Headquarters: London Revenue: 43.2 billion USD (2018) Number of employees: 286,200 (2018) Founder: William Welch Deloitte Subsidiaries: Deloitte UK, Monitor Deloitte,
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Deloitte & Touche Employees
Fannie Mae January 2014 - Present
Deloitte & Touche May 2011 - December 2013
Freddie Mac July 2006 - December 2010
Dance for a Difference May 2006 - September 2008
Callahan & Associates August 2004 - May 2006
Morgan Stanley February 2004 - August 2004
Local Government Association 2003 - 2003
Skills
Financial Analysis, Portfolio Management, Finance, Credit Risk, Management, Investments
Education
The Johns Hopkins University 2010 — 2014
Master's Degree, Applied Economics
University of Colorado Boulder 2000 — 2004
Business, Finance, International Business
PwC September 2013 - Present
Dr. Interns January 2007 - Present
Ernst & Young March 2011 - September 2013
George Washington University May 2008 - May 2010
Deloitte & Touche May 2007 - May 2008
Skills
Entrepreneurship, Management Consulting, Online Marketing, Program Management, Healthcare, Health Care Facilities, Hospitals, Medical Systems, PMO, Power, Utilities, Clinical Research, Clinical Trial..., PowerPoint, Excel, Budget Management, Template Creation, Template Toolkit, Speaking Engagements, Conference Speaking, Medical Devices, College Recruiting, Non-profits, Executive Management, Charity Events, Donations, Charity, Budgets, Public Speaking, Business Strategy, Market Research, Research, Nonprofits, Process Improvement, Management, SDLC, Team Building, Data Analysis, Microsoft Excel, Forecasting, Strategy, Leadership
Education
The George Washington University - School of Business 2008 — 2010
MBA, International Business, Health Service Administration
The George Washington University
B.Sci, Biomedical Engineering
Bordentown
High School Degree
Accenture June 2013 - Present
Deloitte & Touche September 2005 - June 2013
PricewaterhouseCoopers February 2004 - September 2005
Cognizant Technology Solutions 2001 - 2003
Skills
Identity Management, Enterprise Risk..., Business Process..., Program Management, Information Security..., Security Architecture..., Project Portfolio..., Client Relationship..., Privacy Law, LDAP, CISSP, Enterprise Software, Security, SDLC, Governance, PMP, Cloud Computing, Computer Security, Application Security, Siteminder, Risk Management, Risk Assessment, Data Privacy, Data Security, CRM, Information Security, Consulting, IT Strategy, Enterprise Architecture, Project Management, Solution Architecture, Management
Education
Thapar Institute of Engineering and Technology 1997 — 2001
Bachelor Of Engineering, Mechanical Engineering
DAV College Chandigarh 1995 — 1997
Non Medical
Deloitte & Touche October 2010 - Present
Deloitte Services November 2005 - October 2010
Deloitte Services July 2001 - November 2005
PricewaterhouseCoopers LLP April 2000 - July 2001
Micro Electronics, Inc November 1996 - April 2000
Skills
Financial Reporting, Accounting, Internal Controls
Education
The Ohio State University 1995 — 1999
B.S. Business Administration
Cherry Creek Properties April 2015 - Present
Engel & Völkers October 2014 - April 2015
Cherry Creek Properties, LLC February 2014 - October 2014
Brokers Guild - Cherry Creek Ltd May 2009 - February 2014
RE/MAX August 2007 - May 2009
Deloitte & Touche August 1988 - December 1991
OREGone, Inc January 1985 - December 1987
Skills
Luxury Real Estate Sales, Relocation Professional, Finance, Relocation, Real Estate, Luxury, Sellers, Buyer Representation, First Time Home Buyers, Short Sales, Foreclosures, Investors, REO, Single Family Homes, Condos, Investment Properties, Listings, Townhomes, Real Estate Transactions, SFR, New Home Sales, Residential Homes, 1031 Exchanges, Commercial Real Estate, Property, Real Property, Relocation Buyers
Education
Texas Tech University - Rawls College of Business 1981 — 1984
BBA, Finance, Economics
U Phx 2009 — 2011
Master of Arts (MA), Completed academic portion of MAEd
Graduate Realtor Institute 2010 — 2012
GRI, Real Estate
NetworkFX ™, Inc. January 2012 - Present
CableLabs July 2001 - Present
Deloitte & Touche 1999 - July 2001
Skills
Telecommunications, Integration, Start-ups, Strategy, IP, Wireless, Management, Leadership, IPTV, VoIP, Product Management, Security, Strategic Partnerships, TCP/IP, Program Management
Education
The George Washington University
Master of Science (M.S.), Electrical Engineering
University of Maryland College Park
Bachelor of Science (B.S.), Electrical Engineering
Columbus Downtown Development Corporation/Capitol South June 2015 - Present
Patina Solutions 2015 - 2015
OhioHealth 2001 - 2014
OhioHealth 1999 - 2001
OhioHealth 1997 - 1999
Memorial Health 1991 - 1997
Deloitte & Touche 1985 - 1991
Skills
Internal Audit, Managerial Finance, Financial Reporting, Accounting, Variance Analysis, Healthcare, Process Improvement, Internal Controls, Financial Analysis, Cash Flow, Finance, Revenue Cycle, Financial Accounting, General Ledger, Auditing, Financial Planning, Leadership, Strategic Financial..., Forecasting, Budgeting, Strategic Planning, Healthcare Management, Compliance, Not for Profit, Budgets, HIPAA
Education
The Ohio State University
Bachelor of Science in Business Administration, Accounting
Perfect Balance January 1992 - Present
Deloitte & Touche 1979 - 1984
Skills
Small Business, Accounting, QuickBooks, Strategic Financial..., Tax, Finance, Cash Flow, Accounts Payable, Business Planning, Banking, CPA, Management, Account Reconciliation, Leadership, Internal Controls, Bookkeeping, Financial Accounting, Strategic Planning, Auditing, Financial Statements, Budgets, Sales Tax, Estate Planning, General Ledger, Tax Preparation, Accounts Receivable, Due Diligence, Payroll, Real Estate, Mergers & Acquisitions, Nonprofits, Managerial Finance, Financial Analysis, Tax Accounting, Income Tax, GAAP, Tax Returns, Entrepreneurship, Management Consulting, Business Strategy, Business, Partnership Taxation, Corporate Tax, Investments, Start-ups, Insurance, Employee Benefits, Financial Reporting, Customer Service
Education
The Ohio State University
EY September 2015 - Present
EY October 2013 - September 2015
Ernst & Young October 2012 - October 2013
Ernst & Young November 2010 - September 2012
Deloitte & Touche December 2007 - November 2010
Price Waterhouse Coopers April 2004 - November 2007
Skills
Auditing, Accounting, External Audit, IFRS, Assurance, Financial Accounting, US GAAP, Internal Audit, Financial Reporting, GAAP, Financial Analysis, Big 4, Financial Audits, Statutory Audit, Insurance, CPA, US GAAP reporting, Internal Controls, Sarbanes-Oxley Act
Education
American Institute of Certified Public Accountants 2008 — 2009
Certified Public Accountant, Accounting, Auditing
The Institute of Chartered Accountants of India 2005 — 2006
Chartered Accountant, Accounting, Auditing
Barclays January 2015 - Present
ZenithOptimedia Group I The ROI Agency January 2014 - January 2015
HD Davis CPAs, LLC May 2013 - December 2013
Deloitte & Touche October 2010 - May 2013
Deloitte and Touche LLP April 2009 - June 2009
H.D. Davis Associates, Inc. December 2007 - April 2008
Deloitte and Touche LLP March 2007 - September 2007
Office of Attorney General Mark Dann March 2007 - September 2007
Skills
QuickBooks, Microsoft Excel, Finance, Nonprofits, Auditing, Microsoft Office, Tax, CPA, Visio, Microsoft Word, Excel, Visual Studios, Small Business, SQL, Financial Reporting, Accounting, Visual Studio, Management, Financial Analysis, Public Speaking
Education
The Ohio State University 2005 — 2010
BA, Accounting and Economics
The Ohio State University Fisher College of Business 2005 — 2010
Bachelor, Honors Accounting and Business Economics
Grant Thornton 2007 - Present
PricewaterhouseCoopers 2004 - 2007
Deloitte & Touche 1994 - 2004
Skills
Mergers & Acquisitions, SEC filings, Auditing, Accounting, IFRS, GAAP, IPO, Revenue Recognition, Start-ups, SEC, Internal Controls, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, Private Placements, Financial Analysis, External Audit, Financial Accounting, Financial Modeling
Education
The London School of Economics and Political Science (LSE)
B.Sc, Economics
University of London
M.Sc., Financial Economics
The University of British Columbia
MBA, Finance
Wells Fargo Securities June 2014 - August 2014
BlackRock October 2010 - April 2013
Deloitte & Touche June 2009 - August 2009
China Construction Bank July 2008 - August 2008
Skills
Financial Risk..., Chartered Financial..., SQL, Perl, Unix, Portfolio Risk, Credit Analysis, Fundamental Analysis, Equity Research, Capital Markets, Bloomberg, Finance, Valuation, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
London School of Economics and Political Science 2007 — 2010
BSc Economics
RBC February 2015 - Present
RBC June 2014 - February 2015
RBC June 2012 - June 2014
Royal Bank of Canada December 2010 - June 2012
Deloitte & Touche September 2007 - December 2010
Skills
Financial Modeling
Education
York University - Schulich School of Business
iBBA, International Business/Accounting
The Chinese University of Hong Kong
Navigant December 2014 - Present
Duff & Phelps March 2011 - November 2014
StoneTurn Group, LLP July 2007 - March 2011
Alvarez & Marsal September 2006 - June 2007
Deloitte & Touche April 2005 - September 2006
Ham, Langston & Brezina September 2003 - April 2005
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Strategy, Portfolio Management, Corporate Finance, Management Consulting, SEC filings, Forecasting, Analysis, Options, Mergers, Arbitration, Big 4, Securities Litigation, Financial Reporting, Derivatives, Financial Accounting, Finance, Dispute Resolution, SEC regulations, Damages, Purchase Price..., Breach Of Contract, Data Analysis, Futures, Commodity Markets
Education
University of Washington, Michael G. Foster School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Rawls College of Business at Texas Tech University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Deloitte July 2014 - Present
Deloitte & Touche April 2011 - May 2014
Deloitte August 2012 - February 2013
Skills
Impuestos..., Asesoría fiscal, Impuestos, Análisis financiero, Consultoría de..., Elaboración de modelos..., Finanzas corporativas, Economía, Análisis, Tasación, Impuesto sobre la renta, Español, Análisis de datos, Análisis de negocio, Gestión de riesgos, Estrategia empresarial, Mejora de procesos, Relaciones..., Francés, Derecho de sociedades
Education
The George Washington University 2004 — 2008
BA, International Affairs
KPMG Advisory January 2012 - Present
Torus Insurance Company December 2009 - January 2012
Deloitte & Touche 2006 - November 2009
Willis 1993 - 2005
Liberty Mutual 1985 - 1993
Skills
Risk Management, Enterprise Risk..., Insurance, Risk, Solvency II, Financial Risk
Education
The George Washington University - School of Business 1982 — 1984
MBA, Finance & Investments, International Business
University of Washington 1978 — 1982
Bacheler of Arts, Economics
Deloitte & Touche August 2013 - Present
LLOYD & CO. May 2012 - July 2012
Heritage Health TPA August 2012 - 2012
Easter Seals, Inc. 2011 - 2012
USDA 2011 - August 2011
DCGOP 2009 - 2011
Yale University School of Medicine June 2010 - July 2010
Skills
Data Analysis, Statistics, Analysis, Data Mining, Financial Analysis, Databases, Analytics, Access, Business Intelligence, Project Management, Public Speaking, Research, Microsoft Excel, Microsoft Office, Social Media
Education
The George Washington University 2009 — 2013
Bachelor of Science (BS), Statistics
Amity Regional High School 2005 — 2009
Hooker School
United States Postal Service April 2015 - Present
George Washington University February 2011 - March 2015
George Washington University July 2010 - July 2014
George Washington University June 2009 - February 2011
The George Washington University May 2007 - June 2009
The George Washington University July 2005 - May 2007
Washington Free Clinic September 2003 - June 2005
National AIDS Fund September 2002 - August 2003
Deloitte & Touche August 2000 - August 2002
Dechert, Price & Rhodes February 1998 - May 1999
Skills
Strategic Partnerships, Corporate Wellness, Work Life Balance, Public Speaking, Counseling, Internal Communications, Training & Development, Health Promotion, Employee Wellness, Financial Accounting, Social Media, Collaboration, Employee Benefits, Employee Recognition, Community Outreach, Human Resources, Program Development, Program Management, Nonprofits, Employee Training, Higher Education, Organizational..., Policy, Training
Education
The George Washington University 2005 — 2008
MPH, Health Promotion
University of Maryland College Park 1996 — 2000
BS, Accounting
Laprida Créditos y Consumo March 2013 - Present
Rigar Servicios Logísticos July 2011 - August 2014
La casa sin fin July 2010 - December 2011
Deloitte & Touche October 2007 - December 2008
Skills
Spanish, Latin America, Business Strategy, Web 2.0, English, Business Planning, Management Consulting, Team Leadership, Negotiation, Marketing Strategy, Entrepreneurship, E-commerce, Online Advertising, Digital Marketing, SEM, Estrategia empresarial, Plan de negocio, Publicidad en Internet, Inglés, Español, Estrategia de..., Negociación, Comercio electrónico, Consultoría de..., Espíritu empresarial, Liderazgo de equipos, Marketing digital
Education
The New School
Maestría en Estudios del Diseño, Diseño y comunicación visual, general
Universidad de Belgrano 2012 — 2012
Posgrado en Gestión Financiera, Finanzas, general
Universidad de Belgrano 2012 — 2012
Posgrado en Control de Gestión, Administración y gestión de empresas, general
Universidad de 'San Andrés' 2003 — 2007
Licenciada en Administración de Empresas, Economicas
FJA Consulting LLC January 2014 - Present
NCI Information Systems, Inc. 2011 - December 2013
AdvanceMed Corporation, a CSC Company January 2001 - March 2011
Information Management Consultants 1992 - 2001
Deloitte & Touche March 1983 - November 1991
Skills
Medicaid, Medicare, Healthcare Information..., HIPAA, Leadership, Process Improvement, Software Documentation, Policy, Program Management, Access, Data Analysis, Healthcare, Managed Care, Healthcare Management, Government, Management Consulting
Education
The Johns Hopkins University
BA, Industrial Engineering & Econcomics
The Johns Hopkins University
Deloitte & Touche September 2010 - Present
Skills
GAAP, Internal Controls, US GAAP, Auditing, Financial Reporting, External Audit, Sarbanes-Oxley Act, CPA, SEC Filings, Financial Accounting, Big 4
Education
The Ohio State University 2006 — 2010
BSBA, MAcc, Accounting
Cardinal Energy Group May 2014 - Present
Columbus Literacy Council May 1998 - Present
Bob Evans January 2010 - 2014
Greif 2008 - 2009
Greif 2005 - 2008
The Letter Shop (1990) Ltd. 1990 - 2005
Deloitte & Touche 1989 - 2005
Skills
SEC reporting, Financial Reporting, Accountants, Internal Reporting, Monthly Closing, SOX, Accounting, 10Q, Sarbanes-Oxley Act, Strategic Financial..., Hyperion Enterprise, Big 4, SEC filings, Mergers & Acquisitions, Auditing, Cash Flow, General Ledger, QuickBooks, Finance, Budgets, Cash Management, Financial Accounting, External Audit, Process Improvement, GAAP, Financial Modeling, Management, CPA, Accounts Receivable, Tax, Financial Analysis, Essbase, Forecasting, Accounts Payable, Cost Accounting, Sarbanes-Oxley, Financial Statements, US GAAP, Managerial Finance, Account Reconciliation, Consolidation, Internal Audit, Income Tax, Internal Controls, Income Statement, Financial Audits, Tax Accounting, IFRS, Variance Analysis, Financial Forecasting
Education
The Ohio State University 1985 — 1989
BSBA, Accounting (Honors)
Jackson High School 1980 — 1984
Jackson High School
Jackson High School
Deloitte & Touche 1999 - 2002
Education
The Evergreen State College 1989 — 1996
Liberal Arts, Humanities, Natural and Social Sciences
Lowe's Home Improvement October 2008 - Present
Liberty Hardware May 2007 - April 2008
Thompson Creative 2008 - 2008
Sara Lee Branded Apparel May 1999 - January 2007
Deloitte & Touche 1994 - 1997
Skills
Marketing Research, Marketing Management, Market Analysis, Advertising, Product Marketing, Product Development, Strategy, Inventory Management
Education
Wake Forest University School of Business 1997 — 1999
The College of New Jersey 1990 — 1994
BS
Deloitte & Touche September 1990 - Present
Skills
Auditing, SEC filings, US GAAP, Accounting, CPA, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Reporting, Financial Accounting, Consolidation, Due Diligence, Corporate Tax, External Audit, Big 4, Mergers & Acquisitions, Income Tax, Business Valuation, Internal Audit
Education
The Ohio State University 1985 — 1989
BSBA, Accounting
Self-Employed 2013 - Present
Self-Employed 2010 - 2013
Parker + Lynch 2011 - 2012
Sherman & Company 2006 - 2009
PricewaterhouseCoopers 2004 - 2006
Deloitte & Touche 2002 - 2004
Arthur Andersen 1998 - 2002
Skills
Direct Recruiting, Accounting, Tax, Big 4, CPA, Personal Financial..., Certified Financial..., Social Media Marketing, Personal Development, Home Based Business, SEO, Coaching, Recruiting, Blogging, Peak Performance, Health, Social Networking, Self Mastery, Applicant Tracking..., Auditing, Budgets, Entrepreneurship, Executive Search, Finance, Financial Analysis, Financial Planning, Financial Reporting, GAAP, Internet Recruiting, Leadership, Management, PeopleSoft, Sarbanes-Oxley, Small Business, Staffing Services, Strategic Planning, Strategy, Talent Acquisition, Tax Accounting, Temporary Placement, Time Management, US GAAP
Education
The College of New Jersey 1994 — 1998
Bachelor of Science
Deloitte & Touche January 2014 - March 2014
dinein.co.uk July 2013 - August 2013
Woblet January 2013 - May 2013
Samjong KPMG June 2012 - July 2012
KOTRA July 2011 - August 2011
KOTRA June 2008 - July 2008
Skills
Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Customer Service, Microsoft Word, English, Public Relations, SAP ERP, Google Analytics, Teaching, Access, Teamwork, Bloomberg Terminal, JavaScript, Aptana, Salesforce.com, SQL Server Management..., Visio, Checkpoint, Microsoft Access, SharePoint, Dashboard, Google Adwords, Korean, Spanish
Education
Villanova University 2011 — 2015
B.S. in Accountancy, Accounting and Management Information Systems (MIS)
London School of Economics and Political Science 2013 — 2013
Management Information Systems
McLean High School 2007 — 2011
Deloitte & Touche August 2013 - Present
Deloitte & Touche November 2011 - August 2013
Ernst & Young August 2011 - December 2011
Ernst & Young February 2010 - September 2011
Deloitte & Touche May 2008 - February 2010
Reliance Communications Limited June 2007 - May 2008
Jagdish Mittal & Co. October 2006 - May 2007
S.C.Vasudeva & Co. May 2005 - September 2006
Skills
Auditing, Valuation, IFRS, Internal Controls, Asset Management, Hedge Accounting, Mutual Funds, Hedge Funds, Financial Statements, Statutory Accounting, Income Statement, Bloomberg Terminal, Bloomberg Data License, External Audit, Internal Audit, Financial Audits, Private Equity, Process Improvement, Business Process Design, Process Control, Big 4, Due Diligence, Financial Modeling, CPA, Assurance, Financial Accounting, Sarbanes-Oxley Act, Enterprise Risk..., MIS, Financial Reporting, Financial Analysis, US GAAP, Accounting, Finance
Education
The Institute of Chartered Accountants of India 2002 — 2008
CA, Chartered Accountant
G.M Junior College 2000 — 2002
+2 Science, Science
Cardinal Health June 2012 - Present
Cardinal Health November 2009 - August 2012
Deloitte & Touche January 2004 - November 2009
Skills
Accounting, Auditing, Consolidation, GAAP, Internal Controls, Account Reconciliation, Journal Entries, SEC filings, Sarbanes-Oxley Act, Financial Statements, Sarbanes-Oxley, Variance Analysis, Hyperion Enterprise, US GAAP, Financial Reporting, Financial Analysis, Financial Accounting, Forecasting, CPA, Process Improvement, General Ledger, Internal Audit, Management, Finance
Education
The Ohio State University 2002 — 2003
Master, Accounting
The Ohio State University 1998 — 2003
BSBA, Accounting
Eaton Corporation July 2015 - Present
Eaton Corporation July 2013 - Present
Airgas December 2012 - July 2013
Deloitte & Touche 2007 - December 2012
Skills
Internal Controls, US GAAP, Internal Audit, SEC filings, Financial Accounting, Sarbanes-Oxley Act, GAAP, Accounting, Auditing, Financial Reporting, External Audit, Financial Statements, CPA, Sarbanes-Oxley
Education
The Ohio State University 2003 — 2007
BSBA, Accounting
Deloitte & Touche October 2011 - Present
George Washington University January 2009 - May 2011
German Marshall Fund of the United States February 2010 - October 2010
Housing Assistance Council September 2006 - October 2009
Skills
Policy Analysis, International Relations, Public Policy, Research, Qualitative Research, Foreign Policy, Non-profits, Politics, Political Science, Economic Development, Nonprofits, Analysis, European Union, Government, Strategy
Education
The George Washington University 2008 — 2011
Master of Arts, European & Eurasian Studies
The University of Connecticut 2001 — 2005
Bachelor of Arts, Anthropology, Political Science
Next Level USA April 2013 - Present
Independent Management Consultant February 2008 - Present
Right Management August 2005 - January 2008
McClure Management Group 2003 - 2005
Deloitte & Touche 2000 - 2002
Greater Philadelphia First, Greater Philadelphia International Network 1988 - 2000
US Department of State (US Information Agency and the Voice of America) 1984 - 1986
Skills
Marketing Strategy, Marketing Communications, Diversity Strategy, Cultural Diversity, Public Diplomacy, Management Consulting, Spanish, Event Planning, New Business Development, Market Planning, Public Speaking, Community Relations, Cross-functional Team..., Event Management, Strategic Planning, Global Business..., Supplier Diversity, Diversity, Multicultural..., Coaching, Organizational..., Program Development, International Business, International Relations, Public Relations, Economic Development, Integrated Marketing..., Location Management, Thought Leadership, Global Marketing, International Trade, Entrepreneurship, Community Development, Strategy, Executive Management, Diversity & Inclusion, Career Development, Integrated Marketing, Executive Coaching, Program Management, Management, Personnel Management, Career Counseling, Marketing, Consulting, Recruiting, Staff Development, Career Management, Organizational Design, Executive Development
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA
University of Pennsylvania
BA of Arts
David L Zimmer CPA PC October 1992 - Present
Edmondson, LedBetter & Ballard, CPAs January 1989 - September 1992
Eastern Pay Phones, Inc. January 1988 - December 1988
Deloitte & Touche January 1986 - December 1987
Schoenadel, Marginot & Company, CPAs July 1978 - December 1985
Skills
Tax Law, Tax Controversy, Tax Audits, Tax Research, Depreciation, Gift Tax, Private Foundations, Charitable Trusts, Entity Selection, Partnership Taxation, S Corporations, LLC, Expatriate Tax, Corporate Tax, Individual Taxation, Estate Tax Planning, Business Taxes, Income Tax, Tax Accounting, Tax Advisory, Retirement Planning, Trusts, Tax Return Preparation, Expert Witness, Litigation Consulting, Tax Preparation, Tax, Auditing, Strategic Financial..., CPA, Estate Planning, Accounting, Small Business, High Net Worth..., IRS, Financial Planners, Finance, Tax Returns, Forensic Accounting
Education
The College of William and Mary - The Mason School of Business 1989 — 1992
MS, Taxation
Wake Forest University - Babcock School of Business 1969 — 1973
BBA, Accounting and Economics
Wiss & Company, LLP December 2006 - Present
Casey, Townsend & Killian LLP January 1997 - December 2006
Deloitte & Touche September 1988 - December 1996
Skills
Tax, Auditing, Internal Controls, Accounting, SEC filings, IT Audit, Budgets, Tax Research, GAAP, Business Valuation, Construction, CPA, Strategic Planning, Forensic Accounting, Corporate Tax, Assurance, Tax Preparation, Sarbanes-Oxley Act, Financial Reporting, US GAAP, IFRS, Financial Statements, Tax Returns, Financial Accounting, Income Tax, General Ledger, Due Diligence, Internal Audit, QuickBooks, SEC Filings
Education
The College of New Jersey 1985 — 1988
BS, Business - Accounting
Primary Financial Company LLC 2013 - Present
FirstMerit Bank 2008 - 2013
National City Bank 1993 - 2008
Deloitte & Touche 1989 - 1991
Skills
Treasury Management, Commercial Lending, Payments, ACH, Cross Selling, Enterprise Risk..., Securities, Financial Risk, Managerial Finance, Business Development, Structured Finance, Financial Advisory, Investment Management, GAAP, Merchant Services, Investment Strategies, Budgets, Strategic Planning, Management, Process Improvement, Internal Controls, Strategy, Business Strategy
Education
The Ohio State University 1991 — 1993
MBA, Finance
Wittenberg University 1985 — 1989
BA, Accounting
JP Communications INC October 2010 - Present
News-spider.com May 2006 - Present
HSPlugins.com May 2001 - Present
JP Communications August 2006 - February 2008
MMS Trucking May 1993 - June 1998
Deloitte & Touche May 1989 - May 1993
Skills
New Business Development, DHTML, Perl, Blogging, SEO, Management, Entrepreneurship, E-commerce, PPC, MySQL, WordPress, SEM, Online Advertising, Online Marketing, Databases, Web Analytics, Affiliate Marketing, Web Marketing, Google Adwords
Education
The Ohio State University 1993 — 1994
MBA, Logistics Management
Wright State University 1986 — 1989
B.S., Accounting / Finance
Fossil Free Indexes LLC December 2014 - Present
Carmen Ventures LLC June 2010 - Present
UFunded February 2015 - June 2015
Konnect2, LLC October 2011 - February 2015
Sycamore Studios April 2013 - July 2014
UBP Asset Management January 2006 - June 2010
SEI Investments December 2004 - July 2005
Deloitte Consulting 1993 - 2004
Deloitte & Touche 1993 - 2004
Skills
Hedge Funds, Pensions, Portfolio Management, Investment Consulting, Liability Driven..., Asset Allocation, Start-ups, Crowdfunding, Marketing, Angel Investing, Alumni Relations, Brand Equity, Alternative Investments, Due Diligence, Entrepreneurship, Mutual Funds, LDI, Mergers & Acquisitions, Investment Advisory..., Management
Education
The Ohio State University 1984 — 1988
BSBA, Accounting
The Ohio State University Fisher College of Business 1984 — 1988
Deloitte & Touche September 2010 - Present
Skills
Auditing, CPA, Financial Analysis, Finance, Microsoft Office, GAAP, US GAAP, Sarbanes-Oxley Act, Microsoft Excel
Education
The Ohio State University 2006 — 2010
BSBA, Accounting
Loftus Financial Services & James W. Smith Real Estate Co. July 2012 - Present
Plantation Financial Corp. August 1995 - June 2012
Plantation Federal Savings & Loan August 1986 - August 1995
The First Federal Savings Bank of South Carolina April 1979 - July 1986
WFBC AM/FM Radio Station June 1978 - April 1979
Deloitte & Touche June 1976 - June 1978
Skills
Standards Compliance, Financial Regulation, Regulatory Requirements, Investment Strategies, Control Systems Design, Computer Network..., Credit Risk, Liquidity Risk, Operational Risk..., Capital Budgeting, Operating Budgets, Budget Monitoring, Capital Structure, Capital Markets, Shareholder Relations, Treasury Management, Employee Benefits, Executive Compensation..., Liability Risk...
Education
The Citadel 1972 — 1976
Bachelor of Science (B.S.), Business Administration - Accounting
High School - South Mecklenburg, Charlotte, N.C. College Preparatory 1969 — 1972
Graduate, College Preparatory
FeedMagnet September 2012 - February 2013
Boundless Learning September 2012 - December 2012
Central Texas Angel Network September 2012 - October 2012
Center for International Business Education and Research (CIBER) August 2011 - May 2012
DMS Foods, Inc. July 2011 - October 2011
Deloitte & Touche January 2011 - June 2011
Skills
Entrepreneurship, Data Analysis, Business Analysis, Start-ups, Financial Modeling, Financial Analysis, Economics, Social Media, Business Strategy, Analytics, Project Management, Market Research, Strategic Planning, Research, Competitive Analysis, Public Speaking, Marketing Strategy, Marketing, Team Leadership, Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Process Improvement, Management, Private Equity, Accounting, Microsoft Office
Education
Full-time Training in Anaheim (FTTA) 2013 — 2015
Bible Truth and Church Service
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2012
Bachelor of Business Administration (BBA), Accounting and International Business
The Chinese University of Hong Kong 2011 — 2011
Bachelor of Business Administration (BBA), International Business
Università Commerciale 'Luigi Bocconi' / Bocconi University 2010 — 2010
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
The University of Texas at Austin
L Brands January 2015 - Present
L Brands April 2013 - January 2015
Limited Brands January 2012 - April 2013
Deloitte & Touche September 2010 - January 2012
Skills
Accounting, Auditing, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Office, Customer Service, Leadership
Education
The Ohio State University 2006 — 2010
B.S.B.A, Accounting
Naval Supply Systems Command, HQ December 2013 - Present
Department of the Navy May 2010 - December 2013
Deloitte & Touche September 2007 - May 2010
Kreischer Miller June 2006 - August 2006
Skills
Procurement, Financial Analysis, Accounting, Government Contracting, General Ledger, Financial Accounting, Process Improvement, GAAP, US GAAP, CPA
Education
The College of William and Mary - The Mason School of Business 2003 — 2007
Bachelor's of Business Administration, Accounting
L3ARN LLC September 2011 - Present
J. HILBURN MEN'S CLOTHIER July 2010 - August 2011
Deloitte & Touche 2004 - 2009
Skills
Talent Acquisition, SAP, Integration, Management, Business Process, Technical Recruiting, ERP, Business Process..., Change Management, Management Consulting, SAP HR, Resource Management
Education
The University of Texas at Austin 2003 — 2004
MPA, Masters in Accounting
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (BBA)
London School of Economics and Political Science 2001 — 2001
Plenary Group February 2014 - Present
Deloitte October 2011 - February 2014
Deloitte & Touche May 2010 - May 2011
The University of British Columbia September 2006 - December 2010
Beyond Pink - Young Women in Business April 2009 - December 2009
HSBC Bank Canada May 2009 - August 2009
Skills
Accounting, Financial Analysis, IFRS, Financial Accounting, Financial Reporting, Assurance, Auditing, Financial Statements, Finance, Accounts Payable, Accounts Receivable, Financial Audits, General Ledger, Cost Accounting, GAAP
Education
The University of British Columbia 2006 — 2010
Bachelor of Commerce, Accounting and International Business
The Chinese University of Hong Kong 2008 — 2008
International Business
Johns Hopkins University Carey Business School August 2010 - Present
Deloitte & Touche July 2007 - June 2010
Education
The Johns Hopkins University - Carey Business School 2010 — 2012
US Treasury June 2011 - Present
Baker Tilly Virchow Krause, LLP November 2010 - May 2011
Kroll February 2007 - September 2010
Navigant Consulting October 2005 - February 2007
Circuit City September 2004 - October 2005
Deloitte & Touche September 2003 - September 2004
Skills
Certified Fraud Examiner, Internal Controls, SOX, Accounting, Financial Reporting
Education
The College of William and Mary - The Mason School of Business 2002 — 2003
Master of Accounting
William & Mary 1998 — 2002
Bachelor of Business Administration, Finance
Norfolk Academy 1992 — 1998
First Rate, Inc. November 2000 - Present
Vectrix.com 1999 - 2000
Inspire Insurance Solutions, Inc. June 1997 - April 1999
Federal Liaison Services, Inc. 1996 - 1997
Rauscher Pierce Refsnes, Inc. January 1992 - January 1996
Deloitte & Touche 1982 - 1989
Skills
Alternative Investments, Asset Management, Auditing, Bloomberg, Budgets, Business Analysis, Business Strategy, Customer Service, Data Analysis, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investments, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Mutual Funds, New Business Development, Performance Measurement, Portfolio Management, Process Improvement, Program Management, Project Management, Relationship Management, Securities, Strategic Financial..., Strategic Planning, Strategy, Team Leadership, Valuation, Wealth Management
Education
Texas Tech University - Rawls College of Business 1980 — 1982
Bachelor of Business Administration (BBA), Accounting
Lillie & Company LLC March 2003 - Present
Deloitte & Touche 1981 - 1989
Education
The Ohio State University 1977 — 1981
BSBA, Accounting
Cinemark January 2015 - Present
Cinemark January 2012 - December 2014
Vertex Business Services April 2011 - December 2011
Blockbuster September 2008 - April 2011
Deloitte & Touche 2003 - 2008
Skills
Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Investor Relations, Financial Analysis
Education
Texas Tech University - Rawls College of Business 1998 — 2003
Masters, Accounting
Sanofi March 2015 - Present
Sanofi June 2013 - February 2015
Deloitte August 2012 - June 2013
Deloitte & Touche September 2011 - June 2013
Deloitte September 2010 - August 2011
Skills
PowerPoint, Excel, Word, Accounting, Microsoft Office, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel
Education
The College of New Jersey 2006 — 2010
Bachelor of Science, Accountancy
Laser Ammo USA, Inc March 2009 - Present
I&I Properties LLC. / Hampshire Hotels and Resorts LLC February 2008 - January 2010
Vision Group LLC 2003 - 2008
Sapiens International N.V. 2001 - 2003
Deloitte & Touche 1995 - 2001
Skills
Due Diligence, P&L Responsibility, Financial Institutions, Developers, Start-ups, Forecasting, Strategic Partnerships, Entrepreneurship, Business Development, New Business Development, International Sales, Business Strategy, Product Marketing, Product Management, Business Planning, Strategy, Management, Executive Management, Strategic Planning, P&L Management
Education
The college of Management- Academic Studies 1992 — 1997
Bachelor of Business (BB), Accounting and Finance
The college of Management- Academic Studies 1992 — 1997
Bachelor of Law (LLB), Tax & Corporate Law
Ernst & Young October 2015 - Present
Ernst & Young July 2011 - September 2015
Deloitte & Touche September 2006 - July 2011
Skills
Financial Reporting, Internal Controls, IFRS, US GAAP, Auditing, SEC filings, External Audit, Big 4, CPA, GAAP, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Accounting, Financial Analysis, SEC Filings
Education
The College of William and Mary - The Mason School of Business
Master, Accounting
Schlumberger January 2014 - Present
Deloitte & Touche January 2011 - January 2014
El Paso 2010 - 2010
Comstock Homebuilding Companies, Inc. April 2006 - July 2008
Comstock Homebuilding Companies, Inc. July 2004 - April 2006
Transwestern Commercial Services December 2003 - July 2004
Allegiance Telecom June 2000 - December 2003
Grubb & Ellis Company May 1999 - June 2000
Skills
Financial Analysis, Internal Controls, Financial Reporting, Analysis, Finance, Accounting, Management, JD Edwards, Due Diligence, Leadership, Auditing, SAP ERP, Budgets, Sarbanes-Oxley Act, Internal Audit, Forecasting, Mergers & Acquisitions, Tax Equity Partnership...
Education
University of Houston 2010 — 2010
Certification in Accounting, Accounting
The Johns Hopkins University - Carey Business School 2003 — 2008
Master of Science in Real Estate, Real Estate Development
The University of Texas at Dallas - School of Management 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Deloitte & Touche LLP September 2015 - Present
Deloitte & Touche LLP October 2013 - Present
Deloitte & Touche December 2009 - Present
Savmit Grover & Associates July 2008 - December 2009
Copal Partners January 2007 - July 2008
Ernst & Young July 2006 - December 2006
Skills
Auditing, US GAAP, Financial Reporting, Financial Analysis, Valuation, Private Equity, Statutory Audit, Investment Banking, Business Valuation, IPO, Accounting, Assurance, Finance, IFRS, Corporate Finance, Internal Controls, External Audit, Financial Audits
Education
AICPA 2014 — 2015
CPA, Accounting, Regulation, Auditing and Business
The Institute of Chartered Accountants of India 2002 — 2006
Chartered Accountant, Auditing
Shaheed Bhagat Singh College 2001 — 2004
Bachelor of Commerce (B.Com.) (Honors), Accounting, Commerce, Taxation, Costing and Finance, First Division
The Frank Anthony Public School 1987 — 2001
ISC (Class XII), Accounting and Commerce, Second Highest Top Score (88.25%)
DONALD BUTTON CPA PLLC November 2002 - Present
The Todd Organization June 1994 - November 2002
Deloitte & Touche 1988 - 1994
Skills
Personal Tax Planning, Bookkeeping, Payroll, Corporate Tax Planning, Small Business Tax, Strategic Planning, Financial Analysis, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Financial Statements, Small Business..., Budgets, Financial Planners, Insurance, Small Business, Tax, Tax Preparation, Income Tax
Education
University of North Carolina at Charlotte - Belk College of Business
BS, Accounting
The American College
CLU, Insurance
Baxter International Inc. February 2014 - Present
Baxter International Inc. January 2012 - January 2014
Patriot Design Inc. 2009 - December 2012
Rust-Oleum August 2004 - January 2012
Rust-Oleum January 2007 - October 2010
Deloitte & Touche August 2002 - August 2004
Fast Signs December 2001 - August 2002
H&S Media February 2001 - August 2001
General Binding Corporation (GBC) November 2000 - February 2001
Sales Solutions January 2000 - November 2000
Skills
Creative Direction, Adobe Creative Suite, Packaging, Advertising, Web Design, Corporate Identity, Marketing, Microsoft Office, Project Management, Cross-functional Team..., Print, Strategy, Sales Operations, Metrics, Team Leadership, Problem Solving, Print Production, Lean Tools, Brochures, Leadership, Product Development, Sales, Change Control, Process Improvement, PMBOK
Education
Argosy University Chicago 2006 — 2008
Master of Business Administration (M.B.A.), Marketing
The Illinois Institute of Art-Schaumburg 2003 — 2004
Associate of Arts (A.A.), Web Development
The Illinois Institute of Art-Schaumburg 1996 — 1999
Bachelor of Fine Arts (B.F.A.), Visual Communications
Deloitte & Touche September 2010 - Present
Skills
SEC filings, US GAAP, Internal Controls, CPA, Sarbanes-Oxley Act
Education
The College of New Jersey 2006 — 2010
Bachelor's degree, Accounting
Allergy & Asthma Care, Inc. 2011 - Present
The Ohio State University Medical Center 2009 - 2011
Nationwide Childrens Hospital 2007 - 2009
US Navy 2006 - 2007
US Navy 2003 - 2006
Nationwide Childrens Hospital 2002 - 2003
Dohner, Louis, & Stephens, CPA 1996 - 1998
Huffy Corporation 1994 - 1995
Deloitte & Touche 1993 - 1994
Skills
Allergy, Asthma, Food Allergies, Pediatrics, Healthcare, Medicine, Public Speaking, Patient Education
Education
The Ohio State University 1998 — 2002
Doctor of Medicine (MD)
University of Dayton 1989 — 1993
Bachelor of Science (BS), Accounting
Liquidity Services August 2015 - Present
Hilton Worldwide September 2014 - Present
Deloitte September 2011 - August 2014
Deloitte & Touche June 2009 - August 2013
Skills
Auditing, Financial Reporting
Education
The College of William and Mary - The Mason School of Business 2010 — 2011
Masters of Accounting
The College of William and Mary - The Mason School of Business 2006 — 2010
Bachelors of Business Administration, Accounting
Lancaster Colony Corporation April 1995 - Present
Deloitte & Touche December 1988 - April 1995
Skills
Auditing, PeopleSoft, Forecasting, Financial Accounting, Leadership, Internal Audit, Consumer Products, Due Diligence, Budgets, Internal Controls, Account Reconciliation, GAAP, Process Improvement, Accounting, Revenue Recognition, Cost Accounting, Hyperion Enterprise, SEC filings, Tax, Microsoft Excel, SAP, Sarbanes-Oxley Act, Accounts Receivable, CPA, Strategic Planning, IFRS, Financial Analysis, Inventory Management, Sarbanes-Oxley, Corporate Tax, Financial Audits, Financial Reporting, Financial Statements, Consolidation, Manufacturing, QuickBooks, Cash Flow, P&L Management, Tax Accounting, Fixed Assets, Mergers, Essbase, Accruals, Great Plains Software, Variance Analysis, Financial Services, Mergers & Acquisitions, General Ledger, Microsoft Office, Cash Management
Education
The Ohio State University 1984 — 1988
BSBA, Accounting
Farber Financial Group March 2004 - Present
Farber Financial Group 2004 - 2015
Farber Financial Group 2004 - 2015
Deloitte & Touche November 2000 - November 2003
Begbies Traynor October 1997 - November 1999
A H Tomlinson & Co. March 1993 - October 1997
BDO Binder Hamlyn September 1989 - December 1992
Skills
Bankruptcy, Corporate Recovery, Restructuring, Corporate Finance, Debt Restructuring, Receiverships, Liquidation, Corporate Law, Football, Insolvency, Auditing, Corporate Actions, Turn Around Management, Debt Management, Due Diligence, Forensic Accounting, Financial Advisory, Private Equity, Cash Flow, Debt Settlement, Mergers & Acquisitions, Funding, Corporate Recovery and..., Small Business, Family Business, Fraud Detection
Education
The Manchester Metropolitan University 1986 — 1989
BA (Hons)
The Manchester Grammar School 1977 — 1984
ITW Building Components Group, Inc. June 2010 - Present
Medicine Shoppe Int'l, Inc./Cardinal Health April 2010 - June 2010
Medicine Shoppe International, Inc/Cardinal Health April 2007 - October 2009
Deloitte & Touche August 2005 - March 2007
Romano Cohen & Co. December 2002 - April 2005
Skills
Accounting, GAAP, Auditing, Variance Analysis, Fixed Assets, Financial Statements, External Audit, Journal Entries, Financial Audits, Sarbanes-Oxley Act, Financial Reporting, Budgets, Account Reconciliation, Strategic Planning, CPA, Finance, Process Improvement, Tax, Financial Analysis
Education
The college of Management- Academic Studies 1999 — 2003
Bachelors of Business & Accounting, Business and Accounting
Grant Thornton August 2005 - Present
Schottenstein Zox & Dunn Co., LPA 1996 - 2003
Deloitte & Touche 1989 - 1996
Education
The Ohio State University 1985 — 1989
BSBA, Accounting
Deloitte & Touche March 2010 - Present
Celerant Consulting March 2009 - March 2010
Alvarez & Marsal August 2007 - January 2009
Harborplace Consulting April 2004 - August 2007
KPMG February 2000 - April 2004
A.T. Kearney September 1994 - February 2000
PepsiCo 1986 - 1994
The Seven Up Company 1980 - 1986
Procter & Gamble 1978 - 1980
Skills
Acquisition Integration, Mergers, Management Consulting, Business Transformation, Strategy, Process Improvement, Restructuring, Business Planning, Mergers & Acquisitions, Strategic Consulting, Business Strategy, Strategic Planning, Leadership, Marketing, Strategic Partnerships, Due Diligence, Consumer Products, Analytics, Competitive Analysis, Business Process..., Management
Education
Muskingum University 1974 — 1978
Bachelor's Degree, Political Science
The Citadel 1973 — 1974
Madeira High School 1971 — 1973
High School
Quantico High School 1969 — 1971
Lewis M, Cassar CPA, CA, MBA January 2013 - Present
State Street Corporation March 2003 - January 2013
Schulich School of Business September 2005 - December 2010
Office of the Superintendent of Financial Institutions Canada (OSFI)- Toronto September 1997 - March 2003
Deloitte & Touche 1978 - 1992
Skills
Global Regulatory..., Risk Management, Financial Analysis, Financial Risk, Banking, Financial Services, Management, Internal Controls, Internal Audit, Portfolio Management, Business Strategy, Accounting, Investments, Corporate Finance, Finance, Project Management, Strategic Planning, Policy, Financial Modeling, Valuation, Operational Risk, Derivatives, Credit Risk, Business Process..., Management Consulting, Project Planning, Analysis, Financial Reporting, Asset Management, Mergers & Acquisitions, Trading, Securities, Mutual Funds, Fixed Income, Strategic Financial..., Hedge Funds, Financial Planning
Education
Wilfrid Laurier University 2002 — 2004
M.B.A., Majored in Global Strategy, Leadership and Management of Change
The London School of Economics and Political Science (LSE) 1975 — 1978
B.Sc. (Hons) (Econ.), Economics with majors in Finance and Accounting
Institute of Chartered Accountants of Ontario
C.A.
Trace3 April 2015 - Present
Trace3 January 2014 - Present
Trace3 March 2013 - March 2014
Delphix January 2011 - March 2013
EMC April 2009 - January 2011
Deloitte & Touche April 2008 - April 2009
EMC Corporate/Engineer Consulting Services UK&I April 2006 - December 2007
EMC Computer Systems/Technical Solutions Group July 2004 - April 2006
EMC Computer Systems/Technical Solutions Group February 2000 - July 2004
LMS International/LMS North America September 1994 - February 2000
Skills
Business Continuity, Pre-sales, Solution Design, Integration, Storage, Consulting, Virtualization, Solution Architecture, Enterprise Architecture, Database Virtualization, Storage Virtualization, Business Development, IT Strategy, Professional Services, Cloud Computing, Solution Selling, Project Management, Data Center, Security, Disaster Recovery, VMware, Strategy, Databases, Replication, Software Development, Enterprise Software, SaaS, Storage Area Networks, High Availability, Information Security, Enterprise Storage, SAN, NAS, Start-ups, Storage Solutions, Managed Services, Program Management, Architectures
Education
The George Washington University 2000 — 2002
MS
The University of Texas at Austin 1985 — 1989
BS
Contactually July 2015 - Present
Bankey & Co June 2015 - Present
Opower April 2013 - May 2015
Opower July 2010 - March 2013
MorganFranklin Corporation October 2009 - July 2010
Public Company Accounting Oversight Board September 2008 - December 2008
Financial Industry Regulatory Authority April 2008 - August 2008
US Securities and Exchange Commission January 2008 - April 2008
Buchanan Ingersoll May 2007 - December 2007
Deloitte & Touche January 2003 - July 2006
Skills
Accounting, SEC reporting, Mergers, Financial Reporting, SOX, Due Diligence, Compliance, Internal Controls, Excel, Microsoft Office, Financial Analysis, Risk Management, Auditing, Budgeting, Research, Securities Law, Startup Consulting, Securities Offerings, SEC filings, Sarbanes-Oxley Act, Private Equity, Start-ups, Mergers & Acquisitions, Management, Financial Accounting, Budgets, Microsoft Excel, Securities Regulation, Strategy, US GAAP, Finance, SaaS, SEC Filings
Education
The Catholic University of America, Columbus School of Law 2006 — 2009
JD
University of Notre Dame 1998 — 2002
BBA
321AppLabs October 2012 - Present
A2Digital Technologies June 1996 - Present
Deloitte & Touche August 1995 - May 1996
Skills
SEO, Entrepreneurship, Facebook, Social Media, CRM, Management, Leadership, Sales, E-commerce, Project Management, Online Advertising, Start-ups, Social Media Marketing, Online Marketing, Social Networking
Education
The George Washington University 1996 — 1998
Master's degree, Management Information Systems, General
The George Washington University 1992 — 1996
Bachelor's degree, Psychology
Sidwell Friends
Canadian Western Bank June 2015 - Present
PricewaterhouseCoopers February 2010 - June 2015
2012 Tanzanian Diaspora Conference in Canada January 2011 - October 2012
Allstream June 2008 - February 2010
Deloitte & Touche January 2007 - June 2008
IBM 2004 - 2005
Skills
Security, Penetration Testing, PCI DSS, Information Security..., CISSP, Vulnerability Management, Security Governance, Security Audits, Security Management, IT Audit, Vulnerability Assessment, Risk Assessment, Programme Governance, CISA, ISO 27001, Information Security, Consulting, Risk Management
Education
The George Washington University 2005 — 2006
MSc, Computer Science
University of Dar es Salaam 1997 — 2000
BSc, Computer Science
Marriott international March 2013 - Present
Marriott International August 2010 - March 2013
Marriott International July 2008 - August 2010
Marriott International November 2003 - July 2008
AMS 2001 - 2003
CGI-AMS 2001 - 2003
MCI Worldcom 1996 - 2002
MCI 1994 - 2000
Deloitte & Touche 1990 - 1993
Sprint Product Marketing 1988 - 1989
Skills
Program Management, Vendor Management, Contract Management, Business Intelligence, Finance, Professional Services, Data Warehousing, IT Strategy, Management, SDLC, Business Analysis, Software Development, Business Process, Business Process..., PMP, Budgets
Education
University of Maryland - Robert H. Smith School of Business 1984 — 1986
MBA, Information Systems
The Catholic University of America 1979 — 1982
BS, Computer Science
Advent Software April 2013 - Present
Advent Software August 2007 - March 2013
Adobe Systems March 2007 - August 2007
Advent Software January 2004 - March 2007
Advent Software October 2002 - December 2003
Deloitte & Touche September 2000 - September 2002
Baker Tilly Virchow Krause, LLP January 1998 - July 2000
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, Revenue Recognition, Financial Reporting, US GAAP, General Ledger, Variance Analysis, SEC filings, Account Reconciliation, Financial Accounting, Consolidation, Tax, Finance, SEC Filings
Education
The Catholic University of America 1995 — 1997
MA, Finance
The Catholic University of America 1991 — 1995
BA, Accounting
Dresser, Inc. May 2009 - Present
TravisWolff August 2006 - April 2009
Atmos Energy May 2003 - July 2006
KPMG June 2002 - April 2003
Arthur Andersen July 2001 - May 2002
Deloitte & Touche June 1998 - August 1999
Skills
Accounting
Education
Texas Tech University - Rawls College of Business 1995 — 2001
Masters, Accounting:Taxation
Deloitte & Touche July 2006 - Present
Deloitte Australia November 2004 - March 2006
Cyberone Internet November 2003 - May 2004
Australian Government Solicitor January 2002 - August 2003
Skills
Enterprise Risk..., CISA, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Governance, External Audit, Sarbanes-Oxley, COSO, IT Audit, Auditing, Cyber-security, COBIT, ITIL, IT Governance, Data Governance, Business Process..., Business Process
Education
The Australian National University 2000 — 2005
BComm, Accounting, Finance
The Australian National University 2000 — 2005
BIT, Software Development, Business Information Systems
Leverage HR October 2005 - Present
JPMorgan Chase October 2001 - October 2005
e-Bank July 2000 - June 2001
Nationwide Financial 1998 - 2000
Deloitte & Touche 1996 - 1998
TRC / TempWorld Staffing Services 1995 - 1996
Skills
Organizational..., Talent Management, Coaching, Personnel Management, Recruiting, Leadership, Vendor Management, Employee Training, Strategy, Human Resources, Training, Succession Planning, Staff Development, Management, Program Management, Career Counseling, Start-ups, Employee Benefits, Leadership Development, CRM
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1996
Masters, Labor & Human Resources
The George Washington University - School of Business 1988 — 1992
B.B.A., International Business
Blockbuster September 2008 - Present
Deloitte September 2006 - September 2008
Deloitte & Touche April 2004 - August 2006
Deloitte & Touche August 2003 - April 2005
Education
Texas Tech University - Rawls College of Business 1999 — 2003
MorganFranklin Corporation January 2012 - Present
Cisco Systems April 2010 - January 2012
TANDBERG July 2008 - April 2010
Deloitte July 2001 - July 2008
Deloitte & Touche July 1999 - July 2001
Skills
Financial Reporting, Financial Analysis, Consolidation, Hyperion Enterprise, Accounting, ERP, Financial Systems, Hyperion, Audit, NetSuite
Education
The George Washington University - School of Business 1998 — 1999
MS, Accounting
Employees Retirement System of Texas April 2008 - Present
Derby Capital Management January 2005 - January 2008
Delphi Management 2004 - 2005
Prudential Equity Group June 2000 - August 2003
Deloitte & Touche 1991 - 1998
Education
Wake Forest University School of Business 1998 — 2000
MBA, Finance
The College of New Jersey 1987 — 1991
BS, Accounting
Hines April 2013 - Present
Cypress Real Estate Advisors May 2012 - April 2013
Deloitte & Touche September 2010 - June 2012
Deloitte January 2009 - March 2009
Amplify Credit Union September 2008 - December 2008
Hines June 2008 - August 2008
Anadarko Petroleum Corporation May 2007 - August 2007
Skills
Auditing, Internal Controls, SAP, Finance, Accounting
Education
The University of Texas at Austin 2005 — 2010
BBA, Business Honors, minor in Finance
The University of Texas at Austin - Red McCombs School of Business 2005 — 2010
Masters in Professional Accounting, Financial reporting and Assurance
The Chinese University of Hong Kong 2009 — 2009
Masters in Professional Accounting, Accounting
IRS Account SupervisorOgilvy PR2004 - 2006
Deloitte & Touche 1999 - 2002
Bureau of National Affairs 1994 - 1999
Skills
Partnerships, Public Affairs, Media Relations, Spokesperson, Strategic Communications
Education
The George Washington University 1981 — 1985
BA, Political Science
Herricks High School 1977 — 1981
OpenLink Financial March 2014 - Present
Associated Energy Services (a Division of Spark Energy Gas LP) July 2009 - Present
Shell November 2012 - October 2013
Spark Energy July 2009 - November 2011
The Structure Group July 2007 - February 2009
Deloitte & Touche 2005 - 2007
KPMG 2003 - 2005
Arthur Andersen LLP 2000 - 2003
ProEnergy, LLC 1995 - 1999
Skills
Natural Gas, Energy Trading, Risk Management, Energy Markets, Energy, Gas, Mergers, Energy Industry, Compliance, Contract Management, Contract Negotiation, Oil, Financial Analysis, Trading, Commodities, Analysis, Strategic Planning, Operations Management, Negotiation, Program Management, Process Improvement, Business Analysis, Team Building, Pricing, Customer Relations, Derivatives, Forecasting, Business Strategy, Energy Management, Budgeting, Supply, Valuation, Planning, Hedging, Optimization, Commodity, Market Analysis, ETRM, Transportation, Portfolio Management, SOX, Due Diligence, Asset Management, Retail, Power Generation, Scheduling, Energy Efficiency, Budgets, Commodity Markets, Project Planning
Education
University of Houston, C.T. Bauer College of Business 1987 — 1991
MBA, Finance
Texas Tech University - Rawls College of Business 1979 — 1982
Deloitte August 2014 - Present
Deloitte & Touche October 2010 - July 2013
Toshiba America Business Solutions June 2010 - October 2010
Deloitte & Touche, LLP September 2005 - June 2010
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, CPA, Financial Analysis, Auditing, GAAP, US GAAP, Microsoft Excel, Financial Accounting, Tax, SEC filings, Internal Controls, PowerPoint
Education
University of Southern California 2004 — 2005
Masters, Accounting
Texas Tech University - Rawls College of Business 2001 — 2004
Accounting
Apple November 2010 - Present
Deloitte & Touche September 2003 - November 2010
Skills
US GAAP, Sarbanes-Oxley Act, Auditing, Revenue Recognition, Internal Controls
Education
The Master's College 1999 — 2003
Deloitte & Touche 2010 - Present
qwest July 2006 - December 2009
Cogent Communications December 2000 - July 2005
StarMedia Network 1999 - 2000
starmedia 1999 - 2000
Skills
Cloud Computing, Virtualization, Unix, Data Center, Disaster Recovery, Solaris, Linux, Integration, Telecommunications, Perl, Security
Education
The Cooper Union for the Advancement of Science and Art 1995 — 1999
Northeastern University January 2010 - Present
McCready Manigold Ray & Co., Inc. February 1991 - Present
Sport Chalet 2001 - 2009
Deloitte & Touche April 1987 - March 1991
Arthur Young March 1978 - March 1987
Ernst & Young 1978 - 1987
Education
The George Washington University 2002 — 2007
Doctorate
University of Utah - David Eccles School of Business 1972 — 1974
Master of Business Administration, Management
Deloitte & Touche October 2007 - Present
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, CPA, Internal Controls, SEC Filings
Education
The College of William and Mary - The Mason School of Business 2003 — 2007
B.B.A., Accounting, Finance
Peters Township High School
Meyer Products November 2012 - Present
JL Associates, Inc. August 2008 - November 2012
Priority Resources 2007 - 2007
TRW Inc. October 1997 - November 2001
Jo Ann Stores inc. April 1994 - October 1997
Deloitte & Touche August 1990 - April 1994
Skills
Hyperion Enterprise, Sarbanes-Oxley Act, Cost Accounting, US GAAP, Strategic Financial..., Consolidation, Process Improvement, Continuous Improvement, Account Reconciliation, Inventory Management, Manufacturing, Lean Manufacturing, Financial Statements, GAAP, ERP, Sales Tax, Pricing, Accounts Payable, CPA, Corporate Tax, Analysis, Cash Management, Mergers & Acquisitions, Tax Research, QuickBooks, MRP, Financial Modeling, Depreciation, Monthly Close, Year-end Close, Cash Flow Forecasting
Education
The Ohio State University 1986 — 1990
Bachelor of Science (B.S.), Accounting and Finance
Deloitte September 2014 - Present
Deloitte September 2011 - September 2014
Deloitte & Touche November 2009 - September 2011
Fannie Mae November 2008 - November 2009
Skadden Arps June 2007 - November 2008
Skills
IT Strategy, Information Security, Business Analysis, Business Process..., PCI DSS, Management Consulting, Governance, SDLC, Consulting, Data Privacy
Education
The George Washington University - School of Business 2009 — 2010
Master of Science in Information Systems Technology, Technology
The George Washington University - School of Business 2005 — 2009
BBA, Information Systems
Internal Revenue Service October 2012 - Present
Deloitte & Touche September 2007 - October 2012
Cybertrust February 2005 - August 2007
AOL April 2003 - February 2005
Pricewaterhouse Coopers June 2001 - September 2002
Orblynx February 2000 - May 2001
Lockheed Martin August 1999 - February 2000
Baltimore Gas & Electric December 1998 - August 1999
KPMG Peat Marwick June 1998 - October 1998
A&T Systems Inc. August 1997 - May 1998
Skills
Information Security..., CISSP, Information Security, Identity Management, Security, Application Security, Business Continuity, Enterprise Risk..., Computer Forensics, Governance, Information Technology, Vulnerability Management, Network Security, Networking, CISM, Security Audits, Computer Security, Information Assurance, Solution Architecture, Security Awareness, Risk Assessment, Security Architecture..., Disaster Recovery, IT Management
Education
The George Washington University 2002 — 2003
Masters of Science, Information Systems Technology
University of Maryland Baltimore County 1992 — 1998
Bachelor of Science, Information Systems
Deloitte September 2012 - Present
Deloitte & Touche September 2009 - August 2012
Deloitte September 2006 - August 2009
Deloitte January 2005 - August 2006
Skills
Financial Reporting, US GAAP, Finance, Forecasting, SEC filings, Process Improvement, Internal Audit, GAAP, Big 4, Accounting, External Audit, Sarbanes-Oxley, Financial Analysis, Financial Accounting, Consolidation, SEC Filings, Financial Audits, Sarbanes-Oxley Act
Education
The College of New Jersey 2000 — 2004
Bachelor of Science (BS), Accounting
Donovan Catholic 1996 — 2000
Federal Housing Finance Agency February 2014 - Present
Deloitte & Touche April 2011 - February 2014
National Association of Realtors October 2008 - March 2011
Bureau of Labor Statistics October 2004 - October 2008
The Brookings Institution March 2004 - October 2004
celebst.com November 1999 - July 2000
Skills
Economics, Analysis, Econometrics, Statistics, Macroeconomics, Qualitative Research, Policy, Research, Quantitative Analytics, Economic Research, Statistical Modeling, Forecasting, Economic Development, Public Policy, Data Analysis, Quantitative Research, Finance, Portfolio Management, SAS, Policy Analysis, Time Series Analysis, Financial Modeling, SPSS, International..., Stata, Housing Research, Commercial Real Estate..., Project Management
Education
London School of Economics and Political Science 2002 — 2003
MSc
University of Toledo 2001 — 2002
MA
University of California, Los Angeles 1995 — 1999
B.A.
Biggins Lacy Shapiro & Co. December 2001 - Present
Deloitte & Touche January 1995 - August 2001
Moran Stahl & Boyer January 1992 - January 1995
PHH Fantus May 1990 - January 1992
Public Storage January 1988 - February 1990
Fairfax County Economic Development Authority January 1986 - January 1988
Morgan Newman Associates 1980 - 1983
Education
The George Washington University 1983 — 1985
MS, Urban and Regional Planning
The George Washington University 1971 — 1975
BA, Political Science
Deloitte September 2013 - Present
Deloitte & Touche September 2008 - September 2013
Education
The College of New Jersey 1997 — 2001
Barclays Capital February 2009 - October 2010
JPMorgan Chase April 2004 - January 2009
Union Bank of California 2000 - 2003
California Bank & Trust 1997 - 2000
California Bank & Trust 1994 - 1997
Westamerica Bank 1987 - 1994
Wells Fargo Bank 1979 - 1987
Deloitte & Touche 1976 - 1979
Education
The Ohio State University
BS, Accounting
KeyBanc Capital Markets November 2011 - Present
Capital Analysts Incorporated 2010 - 2011
Capital Analysts Incorporated 2009 - 2010
NatCity Investments 2006 - 2009
National City Bank 2004 - 2006
National City Bank 1998 - 2004
Wells Fargo 1996 - 1998
Wells Fargo 1994 - 1996
Deloitte & Touche 1990 - 1994
Skills
Financial Reporting, Internal Controls, SEC filings, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Capital Markets, Investments, Accounting, Banking, Risk Management, Finance, Treasury Management, Asset Management, Cash Management, Portfolio Management
Education
University of Minnesota-Twin Cities 1995 — 1997
MBA, Finance
The Ohio State University 1985 — 1990
Bachelors, Business
The PFM Group August 2015 - Present
Delaware River Joint Toll Bridge Commission January 2008 - July 2015
City of Philadelphia July 2004 - December 2007
City of Philadelphia July 2000 - July 2004
Deloitte & Touche December 1996 - June 2000
Skills
Strategic Planning, Public Policy, Economic Development, Government, Management Consulting, Finance, Budgets, Financial Modeling, Feasibility Studies, Project Management, Financial System..., Public Speaking, Financial Analysis, Nonprofits, Policy Analysis, Public Finance, Policy
Education
The Ohio State University 1994 — 1996
M.P.A.
The Ohio State University 1989 — 1993
B.A., Economics and Political Science
BDO USA, LLP December 2004 - Present
PLX Systems 2000 - 2004
Deloitte & Touche 1999 - 2000
Korn/Ferry International 1991 - 1999
Skills
SEC filings, US GAAP, GAAP, CPA, Auditing, Internal Controls, Financial Reporting, Accounting, Revenue Recognition, Assurance, Financial Accounting, External Audit, Internal Audit, Sarbanes-Oxley, Financial Analysis, IFRS, Financial Statements, Sarbanes-Oxley Act, SEC Filings
Education
University of South Carolina - Darla Moore School of Business 1988 — 1990
MBA, Accounting
California CPA
CPA, Accounting
The Institute of Chartered Accountants of India
ACA
Ankeney & Singer LLP December 2009 - Present
McGladrey & Pullen October 2008 - November 2009
Deloitte & Touche June 2005 - October 2008
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, US GAAP, Accounting, Compliance, SEC filings, Process Improvement, Financial Audits, Risk Assessment, Budgets, Financial Statements, Financial Reporting, CPA
Education
Texas Woman's University 2001 — 2005
Bachelor of Business Administration, Accounting and Finance
Deloitte September 2015 - Present
Deloitte & Touche May 2007 - Present
Lodha & Co. May 2004 - April 2007
Lodha & Co. May 2001 - April 2004
Skills
Auditing, Financial Reporting, Internal Audit, Accounting, External Audit, US GAAP, IFRS, Big 4, Assurance, Internal Controls, GAAP, Financial Accounting
Education
The Institute of Chartered Accountants of India 2001 — 2005
CA, Accounting
Daly College
VERISIGN June 2013 - Present
VERISIGN February 2011 - June 2013
Sallie Mae December 2008 - May 2010
Deloitte & Touche August 2003 - November 2008
Skills
Enterprise Risk..., Corporate Governance, Fraud, Risk Management, Due Diligence, AML, Risk Assessment, Financial Risk, Governance, Internal Audit, Sarbanes-Oxley Act, Privacy Law, Auditing, Mergers & Acquisitions, IT Audit, CISA, Internal Controls, Information Security, Sarbanes-Oxley, Business Continuity, Information Security..., Financial Services, Process Improvement, Business Process..., SAS70, Data Privacy, Compliance
Education
The George Washington University 2000 — 2001
MBA
University of Maryland College Park
BS, Behavioral and Social Sciences
Deloitte & Touche 2001 - Present
Skills
SEC filings, Internal Controls, US GAAP, Sarbanes-Oxley Act, External Audit, Big 4, GAAP, CPA, Auditing, Sarbanes-Oxley, Financial Reporting, Financial Accounting, Internal Audit, Assurance, Financial Audits, Accounting, Financial Analysis, SOX 404, SEC Filings
Education
The Ohio State University 1996 — 2001
BS, Accounting and Finance
Plante & Moran, PLLC 2001 - Present
Sitko & Associates May 2001 - September 2001
Stahls' April 1997 - December 2000
Stahls' September 1992 - April 1997
Allied Signal December 1989 - September 1992
Deloitte & Touche May 1987 - December 1989
Process Automation, Inc July 1985 - January 1987
McGraw-Edison Process Automation January 1984 - July 1985
McGraw-Edison June 1980 - January 1984
President's Private Sector Survey On Cost Control (Grace Commission) July 1981 - December 1981
Skills
Restructuring, Due Diligence, Cash Management, Management, Tax, Cost Accounting, Business Valuation, Leadership, Mergers & Acquisitions, Business Strategy, Business Planning, Financial Analysis, Manufacturing, Forecasting, Process Improvement, Finance, Accounting, Auditing, Managerial Finance, Financial Reporting, Valuation, Corporate Finance, Management Consulting, Internal Controls, Private Equity, Sarbanes-Oxley Act, Financial Modeling, Strategic Financial..., Cash Flow, CPA, GAAP, US GAAP, Acquisition Integration, SEC filings, Risk Management, Internal Audit, Cash Flow Forecasting, Financial Accounting, Financial Audits
Education
University of Chicago 1978 — 1980
MBA, Economics, Finance
The Ohio State University 1974 — 1978
Bachelor of Science, Energy Engineering and Economics
Husch Blackwell May 2015 - July 2015
Blackboard June 2014 - April 2015
MorganFranklin Corporation January 2013 - November 2013
PCAOB September 2011 - January 2013
Deloitte & Touche September 2008 - June 2011
Skills
Internal Controls, US GAAP, GAAP, Sarbanes-Oxley Act, SEC filings, External Audit, Big 4, CPA, Auditing, Internal Audit, Enterprise Risk..., Financial Reporting, Financial Accounting, IFRS, Assurance, SEC Filings
Education
The George Washington University Law School
University of Maryland College Park
Wootton HS
Rice University-Executive Education November 2002 - Present
Deloitte & Touche August 1999 - August 2001
Bakersfield Museum of Art March 1996 - September 1999
Education
The College of New Jersey 1970 — 1974
BS, Health and Physical Education
Nefab Packaging, Inc June 2014 - Present
Nefab Packaging, Inc. September 2010 - May 2014
Chick Companies, Inc March 2008 - August 2010
Peterbilt Motors Company February 2005 - February 2008
Trinity Industries 2001 - 2004
Trinity Industries 1998 - 2001
Kimberly-Clark 1991 - 1993
Deloitte & Touche 1988 - 1991
Skills
Financial Reporting, Internal Controls, Forecasting, SEC filings, Variance Analysis, Accounting, Sarbanes-Oxley Act, CPA, Financial Analysis, Acquisition Integration, Cost Accounting, Mergers, Sarbanes-Oxley, Consolidation, Managerial Finance, Financial Modeling, Account Reconciliation, IFRS, Budgets, Cash Management, Strategic Financial..., General Ledger, Accounts Payable, Fixed Assets, Auditing, US GAAP, Cash Flow, Financial Accounting, Finance, Process Improvement, Business Process..., Restructuring, GAAP, Financial Audits, Cash Flow Forecasting, Mergers & Acquisitions, Financial Planning, SEC Filings
Education
Texas Tech University 1986 — 1988
BBA, Accounting
MXD Group May 2013 - Present
Exel August 2004 - May 2013
Deloitte & Touche 1998 - 2004
PwC September 1996 - November 1998
BankOne September 1995 - August 1996
Skills
IT Strategy, PMP, Vendor Management, ERP, Process Improvement, IT Management, Business Process..., Integration, SDLC, Business Process, Business Analysis, Disaster Recovery, Business Intelligence, Change Management, Strategic Planning
Education
The Ohio State University 1989 — 1994
BA, Economics, Communications
GrafTech International March 2015 - Present
GrafTech International March 2012 - Present
FirstEnergy Corporation August 2009 - March 2012
Deloitte & Touche July 2004 - July 2009
Education
The Ohio State University 1994 — 1999
BSBA, Accounting
Deloitte August 2013 - Present
Deloitte August 2012 - August 2013
Deloitte August 2011 - August 2012
Deloitte & Touche May 2010 - April 2011
Skills
CPA
Education
The George Washington University - School of Business 2010 — 2011
Masters, Accounting
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Accounting
June 2016 Level III Candidate in the CFA Program
Fred J. Beer Law Offices November 2014 - Present
Brady & Jensen, LLP January 2001 - October 2014
Deloitte & Touche 1990 - 1991
Skills
Commercial Litigation, Litigation, Contract Negotiation, Civil Litigation, Employment Law, Personal Injury, Workers Compensation, Medical Malpractice, Wrongful Death, Real Estate, Public Liability, Automobile Accidents, Arbitration, Business Litigation, Insurance, Personal Injury..., Corporate Law, Trial Practice, Torts, Dispute Resolution, Mediation, Legal Research, Insurance Law, Legal Writing, Appeals, Class Actions, Wills, Courts, Tax, Product Liability, Breach Of Contract, Trusts, Estate Administration
Education
The John Marshall Law School 1987 — 1990
Doctor of Law (J.D.)
Valparaiso University 1983 — 1987
Bachelor's degree, Accounting
Bell Helicopter 2010 - Present
Acumen Control ERP Inc. March 2008 - Present
Acumen Control ERP Inc. May 2005 - July 2007
Celanese October 2004 - February 2007
Approva 2004 - 2005
KPMG Advisory November 1998 - June 2003
KPMG LLP 1998 - 2003
KPMG LLP 1998 - 2003
Deloitte & Touche January 1996 - October 1998
TIG Insurance January 1994 - January 1996
Skills
Sarbanes-Oxley Act, SAP, Auditing, Risk Assessment, Internal Controls, Integration, Management, Internal Audit, Business Process, Change Management, Accounting, Project Management, SAP R/3, IT Audit, SAP ERP
Education
Texas Wesleyan University 1983 — 1987
BS, Computer Science
Ohio Bureau of Workers Compensation April 2010 - Present
The Doctors Company November 2003 - August 2009
JPMorgan Chase & Co. June 2000 - December 2002
Deloitte & Touche February 1998 - June 2000
Farmers Insurance Group of Companies October 1986 - February 1998
Skills
Financial Analysis, Financial Reporting, Insurance, Accounting, Internal Controls, Financial Statements, Management, Variance Analysis, Process Improvement, Finance
Education
The Ohio State University 1978 — 1982
BS, Accounting
Advanced Management, Daniel Hoff Agency 2011 - Present
Deloitte & Touche June 2007 - April 2012
Christian Dior January 2008 - August 2008
Skills
Internal Controls, US GAAP, Auditing, SEC filings, Financial Accounting, GAAP, Revenue Recognition, Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, SEC Filings, Financial Modeling, Financial Statements, Microsoft Word, Acting
Education
Shambhava School of Yoga 2012 — 2012
200 RYT
University of California, Santa Cruz 2004 — 2008
BS, Business Management Economics
The Chinese University of Hong Kong 2007 — 2007
Economics
Phillips-Van Heusen 1994 - 2009
Deloitte & Touche 1990 - 1994
Diamond Lumber 1986 - 1990
Skills
Retail, Integration, Supply Chain Management, Supply Chain, Business Intelligence, Management, Business Process, Requirements Analysis, Project Management, Sourcing, Budgets, Training, Strategic Planning, Team Building, EDI, Coaching, Inventory Control, Warehousing, Merchandising, Process Improvement, Business Analysis, Business Process..., Apparel, ERP, Vendor Management, IT Management, SDLC, Visio, IBM iSeries, Leadership, 3PL, Management Consulting, Software Project..., IT Strategy, Accounts Payable, Change Management, Mergers
Education
The George Washington University
B.A., Amercian Studies
The University of Texas at Arlington
Post Graduate, Accounting
Santander Consumer USA Inc. November 2014 - Present
PPL Corporation March 2011 - November 2014
Deloitte & Touche 2007 - 2011
The Parker Group 2004 - 2006
KPMG August 1997 - June 2004
Skills
US GAAP, SEC filings, CPA, Derivatives, Financial Reporting, Internal Controls, Enterprise Risk..., Auditing, Sarbanes-Oxley, IFRS, GAAP, Assurance, Financial Analysis, Financial Accounting, External Audit, Due Diligence, Hedging, Big 4, Commodity Markets, Consolidation, Financial Services, Leadership, Team Building, Team Leadership, Energy Industry, Financial Audits, Fair Value, Controllership Functions, Cash Management, Accounting, Securitization, SEC Filings, Sarbanes-Oxley Act
Education
Texas Tech University - Rawls College of Business 1991 — 1997
MSA, Accounting
Century 21 Redwood Realty January 2014 - Present
Central Properties LLC September 2008 - January 2014
Western Union / Travelex / Ruesch International 2001 - 2006
Deloitte & Touche 1999 - 2001
Ruesch International 1995 - 1999
Skills
Fluent in French, Foreclosures, Real Estate, Short Sales, Property Management, Real Estate Transactions, Residential Homes, Leases, Buyer Representation, First Time Home Buyers, New Home Sales, Single Family Homes, REO, Sellers, Condos, Relocation, Listings, Investment Properties, Rentals
Education
The Culinary Institute of America - Hyde Park NY 2006 — 2007
Associates, Culinary Arts, Honors
The Catholic University of America 1991 — 1994
Bachelor's degree, Accounting
Gonzaga college high school
Gonzaga college high school
Saba Capital Management, L.P. August 2015 - Present
Saba Capital Management, L.P. May 2014 - Present
Saba Capital Management, L.P. July 2009 - May 2014
Deutsche Bank September 2006 - July 2009
Barclays Capital August 2004 - September 2006
Barclays Capital March 2001 - July 2002
Deloitte & Touche April 1999 - March 2001
Deloitte & Touche September 1994 - April 1999
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (MBA), Finance, General
London School of Economics and Political Science 1991 — 1994
Bachelor of Science (BSc), Economics
Sasol April 2015 - Present
Sasol July 2014 - March 2015
Merisol USA LLC trading as Sasol Phenolics September 1998 - June 2014
Deloitte & Touche August 1997 - September 1998
Sterling Chemicals 1987 - 1997
Skills
Internal Controls, Accounting, Forecasting, Budgets, Auditing, Internal Audit, Analysis, Financial Reporting, Strategic Planning, Managerial Finance, Due Diligence, Financial Accounting, Management, Cost Accounting, US GAAP, Finance, Financial Analysis, Process Improvement, GAAP, Sarbanes-Oxley Act, SEC filings, Business Planning, IFRS, Strategy, Leadership, SAP, Business Strategy, Risk Management, Variance Analysis, Business Process..., Payroll, Project Planning, Employee Benefits, Accruals, Financial Modeling, Integration, Mergers & Acquisitions
Education
Texas Woman's University 2005 — 2007
MBA, Management
University of Houston-Clear Lake 1994 — 1997
BS, Accounting
Tri State Accounting & Tax Services Inc. July 2014 - Present
Paylink Corporation July 2014 - Present
E*TRADE Financial July 2013 - June 2014
MorganFranklin Corporation November 2012 - July 2013
Deloitte & Touche October 2007 - October 2012
Skills
Enterprise Risk..., Revenue Recognition, Assurance, Due Diligence, Financial Statements, Proficient in MS..., Financial Modeling, Sarbanes-Oxley, Bookkeeping, Financial Audits, Business Advisory, Financial Reporting, Financial Analysis, Finance, Accounting, Internal Controls, US GAAP, Auditing, GAAP, Management, External Audit
Education
The Ohio State University 2006 — 2007
Master of Accounting (MAcc), Accounting and Business Administration
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science, Accounting and Business Administration
The Ohio State University Fisher College of Business
Master of Accounting
Texas Childrens Hospital September 2009 - Present
Kelsey-Seybold Clinic July 2006 - September 2009
Deloitte Consulting November 1999 - April 2006
Deloitte & Touche October 1998 - October 1999
Barclays Investment Bank May 1995 - October 1997
Skills
IT Project & Program..., IT Management, Software Project..., IT Project..., PMO, MS Project, Healthcare Information..., Project Portfolio..., EHR, EMR, Healthcare, Epic Systems, Epic Resolute..., Food Technology, Visio, Project Management, SharePoint, Business Analysis, SDLC, CBORD, Micros, Sarbanes-Oxley, PeopleSoft, JDE One World
Education
London School of Economics and Political Science 1997 — 1998
MSc, Information Systems Development
University of Benin 1990 — 1994
BSc, Biochemistry
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) April 2011 - Present
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) August 2005 - March 2011
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) August 2001 - July 2005
ESPN May 1997 - July 2001
ESPN April 1995 - May 1997
ESPN Regional Television May 1994 - April 1995
ESPN April 1992 - May 1994
ESPN October 1989 - April 1992
ESPN October 1988 - October 1989
Deloitte & Touche July 1985 - October 1988
Skills
Retail, Forecasting, Budgets, Accounting, Financial Reporting, Analysis, Process Improvement, Financial Modeling, Business Planning, Project Planning, SAP, Team Leadership, Internal Controls, Project Management, Auditing, P&L Management, Strategic Financial...
Education
University of New Haven 1982 — 1985
BS, Magna cum Laude, Financial Accounting
The Catholic University of America 1979 — 1981
Architecture
PwC July 2014 - Present
Deloitte & Touche September 2011 - June 2014
Deloitte & Touche June 2010 - August 2010
Wing On CPA & Associates June 2009 - July 2009
Education
The College of William and Mary - The Mason School of Business 2010 — 2011
Master of Accounting
University of Arizona, Eller College of Management 2006 — 2010
BSBA, Accounting
Salpointe Catholic High School 2002 — 2006
MGA Consulting October 2006 - Present
MGA Consulting 2006 - 2011
ACI Pacific LLC August 2003 - December 2006
Deloitte & Touche January 1996 - January 2000
Skills
Management Consulting, Project Management, Program Management, Strategic Planning, Business Process..., Business Strategy, Process Improvement, Change Management, IT Strategy, Business Process, ERP, Operations Management, CRM, Business Intelligence, Business Development, Training, Management, Business Transformation, Finance, Strategy, Business Analysis, Vendor Management, Telecommunications
Education
Copenhagen International School 1996 — 2000
High School Diploma
The American University of Paris 1982 — 1987
BA, International Business Administration
Investcorp November 2014 - Present
Brookfield Asset Management August 2011 - July 2014
Deloitte & Touche September 2008 - August 2011
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Valuation, Audit, Microsoft Excel, Real Estate, Auditing
Education
The College of New Jersey 2004 — 2008
Bachelor's degree, Major in Accounting Minors in Finance, Economics and Law
JAD SERVICES LLC October 2009 - Present
John Allen Daum CPA, P.A. January 1995 - Present
Goldstein Covin et al & Successors January 1987 - January 1995
Coopers & Lybrand September 1982 - September 1986
Deloitte & Touche December 1971 - September 1982
Skills
Financial Analysis, Business Planning, Tax, Investments, Financial Reporting, Mergers, Accounting, Investment Management, Banking, High Net Worth..., Corporate Finance, Strategic Financial..., Tax Returns, Financial Advisory, Finance, Private Equity, Due Diligence, Restructuring, Business Valuation, Managerial Finance, Estate Tax Planning, Portfolio Management, Asset Management, Financial Modeling, Financial Planning
Education
The Ohio State University 1968 — 1972
B.S.B.A., Accounting & Finance
Deloitte & Touche September 2013 - Present
Deloitte Consulting August 2012 - September 2013
University of Texas at Austin September 2011 - August 2012
UT Learning Center January 2008 - February 2012
McCombs School of Business January 2010 - May 2011
PwC January 2011 - March 2011
UT Office of Internal Audit August 2010 - December 2010
McCombs School of Business September 2009 - December 2009
University of Texas at Austin-- Division of Food and Housing September 2007 - February 2008
Skills
Microsoft Excel, Accounting, Analysis, Auditing, Mandarin, PowerPoint, Microsoft Word, Microsoft Office, Resume Writing, Research, Access, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2012
Master in Professional Accounting, Accounting
The Chinese University of Hong Kong 2011 — 2011
Summer program, Accounting
Part/Full Time 2009 - Present
Indus Construction Products, Inc 1998 - Present
Excel, Inc 1995 - 1998
Retail Discount Chain 1984 - 1995
Deloitte & Touche 1973 - 1984
Education
The London School of Economics and Political Science (LSE)
BSc. (Hons), Economics / Accounting
Price Waterhouse Coopers January 1998 - March 2003
The Galen Group December 1996 - December 1997
Deloitte & Touche September 1994 - December 1996
Education
The George Washington University 1990 — 1994
Bachelors, Accounting
Pearson May 2015 - Present
Edward Jones November 2013 - May 2015
Chandler Unified School District June 2005 - November 2013
Chandler Unified School District 2008 - 2012
NBC 2010 - 2010
Kyrene School District July 1997 - May 2005
Tempe Elementary School District August 1996 - June 1997
Deloitte & Touche 1990 - 1993
Blessings Chinese Restaurant 1974 - 1985
Skills
Financial Services, Finance, Retirement, Retirement Planning, Risk Management, Financial Planning, Investments, Life Insurance, Fixed Annuities, Mutual Funds, Financial Advisory, Investment Advisory
Education
The Ohio State University 1993 — 1996
Master of Education (M.Ed.), Elementary Education and Teaching
Amity Regional High School 1981 — 1985
HS Diploma
Deloitte August 2015 - Present
Deloitte August 2012 - August 2015
Deloitte & Touche July 2010 - July 2012
IGE Therapeutics April 2010 - July 2010
NAVAJO Company July 2007 - July 2010
Presidential Brokerage September 2008 - December 2008
Skills
Accounting, Management Consulting, Data Analysis, Analysis, Risk Management, Internal Audit, Sarbanes-Oxley Act, Financial Modeling, Microsoft Word, Microsoft SQL Server, SAS Programming, VBA, Teradata
Education
University of California, San Diego 2006 — 2010
Bachelors of Science, Management Sciences
University of California, San Diego - Extension 2008 — 2010
Certificate, Accounting
Thammasat University 2009 — 2009
Deloitte & Touche
Skills
Management Consulting, Financial Modeling, Sarbanes-Oxley Act, Due Diligence, Structured Finance, Internal Controls, Accounting, Enterprise Risk..., Capital Markets, Financial Analysis
Education
The Cooper Union for the Advancement of Science and Art
The Siegfried Group September 2013 - Present
Deloitte & Touche September 2008 - August 2013
Education
The Ohio State University
Masters in Accounting, Accounting
Housing Families Inc. September 2014 - Present
Grant Thornton LLP December 2012 - Present
Deliotte & Touche USA LLP February 2004 - December 2012
ICS Inspections March 2003 - February 2004
Deloitte & Touche September 1999 - February 2003
Bahrain Kuwait Insurance Co. February 1996 - August 1999
Skills
Auditing, IFRS, GAAP, Accounting, Financial Reporting, Strategic Financial..., Internal Controls, Investments, IPO, Assurance, CPA, US GAAP, External Audit, Financial Accounting, SEC filings
Education
Bangalore University, Bangalore India 1992 — 1995
Bachelor of Commerce (BCom), Accounting and Auditing
American Institute of Certified Public Accountnts
Certified Public Accountant
The Chartered Institute of Management Accountants
Chartered Management Accountant
Entertainment Partners May 2011 - Present
Novo Systems Consulting, Inc. October 2006 - December 2011
Warner Bros. Entertainment Group of Companies October 2006 - December 2010
20th Century Fox December 2003 - August 2010
20th Century Fox October 2000 - December 2003
20th Century Fox December 1997 - September 2000
MCI Systemhouse May 1997 - December 1997
The Walt Disney Company April 1996 - April 1997
Metropolitan Water District April 1993 - April 1996
Deloitte & Touche May 1987 - April 1993
Skills
Business Analysis, Process Improvement, Documentation, Gap Analysis, Decision Support, Requirements Analysis, Business Requirements, Business Intelligence, Contract Negotiation, Testing, Software Selection, Data Warehousing, Requirements Gathering, Analysis, Program Management, SDLC, User Acceptance Testing, Problem Solving, Business Process, Team Leadership, Functional..., Process Mapping, Team Building, Business Process..., Management Consulting, Business Objects, Entertainment, Software Project..., Software Documentation, Strategy, IT Management, Project Management, Management, Software Development, Project Planning, Business Development, Business Process..., Consulting, IT Strategy, Visio
Education
The American Film Institute Conservatory 1985 — 1986
Producer Fellow
University of Pennsylvania 1981 — 1985
Bachelor of Arts
Jones and Kolb February 2007 - Present
Deloitte & Touche May 2002 - May 2004
Arthur Andersen LLP September 1999 - May 2002
Skills
Microsoft Office, Human Resources Manager, School Teacher, Administrative Support, Office Management, Confidentiality, Calendars, Office Administration, Outlook, Spreadsheets, Typing, Data Entry, Word, Administration, PowerPoint, Internet Research, Invoicing, Telephone Skills, Excel, Lotus Notes, Expenses, Payroll Processing, Event Planning, Scheduling, Meeting Planning, Payroll, Customer Service, Calendaring, Time Management, Billing, Supplies, Prioritization, Supervisory Skills, Benefits Administration, Non-profits, Research, Teamwork, Internet Explorer, Event Management, Microsoft Excel, Nonprofits, Administrative..., Administrative...
Education
Texas Woman's University 1974 — 1977
BSW, Social Work
Texarkana Community College 1973 — 1974
Entry level courses
Celgene July 2014 - Present
Celgene February 2013 - June 2014
Celgene 2011 - February 2013
Celgene 2008 - 2011
US Shipping Corporation 2006 - 2008
Sunterra 2004 - 2006
Deloitte & Touche 2003 - 2004
CD&L 2000 - 2003
Arthur Andersen LLP 1995 - 2000
Education
The College of New Jersey 1991 — 1995
BS, Accountancy
Deloitte & Touche 2000 - 2007
Skills
Sarbanes-Oxley Act, Accounting, US GAAP, Internal Controls, Auditing, CISA, SEC filings, Big 4, Project Management, External Audit, IFRS, Enterprise Risk..., COSO, Assurance, GAAP, Internal Audit, Sarbanes-Oxley, SOX 404, Financial Reporting
Education
The Ohio State University 1996 — 1999
Empress Blue Lys Inc. October 2007 - Present
Deloitte & Touche 1999 - 2007
Deloitte Corporate Finance 1999 - 2007
Skills
Due Diligence, Financial Analysis, M&A Negotiations, Contract Negotiation, Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers & Acquisitions, Financial Reporting, Risk Management, Accounting, Management Consulting, Business Valuation, Internal Controls, Auditing
Education
CFA Institute
CFA, Banking, Corporate, Finance, and Securities Law
The Institute of Chartered Accountants of India
CA
University of Calcutta
Bachelor of Commerce (BCom), Accounting and Finance
Lota & Bernard LLC 2012 - Present
Deloitte & Touche September 2011 - June 2012
Education
The College of New Jersey 2007 — 2011
bachelors of science, Accountancy
Deloitte August 2015 - Present
Deloitte September 2012 - August 2015
Deloitte September 2011 - September 2012
Deloitte & Touche September 2010 - September 2011
Crowe Horwath LLP January 2010 - March 2010
Skills
US GAAP, SEC filings, Internal Controls, Financial Reporting, Auditing, Accounting, Financial Accounting, Financial Analysis, Microsoft Excel, Process Improvement, Big 4, External Audit, Microsoft Office, Sarbanes-Oxley Act, Accounting Research, GAAP, IFRS, Investments, PowerPoint, SOX 404, CPA
Education
The Ohio State University 2005 — 2010
Bachelor of Science (BS), Accounting and Finance
Williams Management Group, Inc. October 1998 - Present
Ohio State Life Insurance Company September 1983 - August 1998
Deloitte & Touche January 1973 - July 1983
Skills
Certified Public..., Real Estate Transactions, Financial Reporting, Real Estate, Real Estate Development, General Ledger, Accounting, Property Management, Accounts Payable, Budgets, Financial Modeling, Accounts Receivable, Tax, Financial Analysis, Cash Flow, Due Diligence, Finance, Management, Variance Analysis, QuickBooks, Microsoft Office, Cash Management, Small Business, Public Speaking, Strategic Planning, Account Reconciliation, Customer Service, Accruals, Financial Statements, Mergers & Acquisitions, Financial Audits, CPA, Journal Entries, Microsoft Word, Fixed Assets, Cost Accounting, Internal Controls, Valuation, Financial Accounting, Auditing, Sales, GAAP, Cash Flow Forecasting
Education
The Ohio State University 1971 — 1972
Master of Accounting, Accounting
University of Washington 1967 — 1971
Bachelor of Arts, Accounting
Apache Corporation July 2014 - Present
Apache Corporation July 2013 - June 2014
Apache Corporation August 2012 - June 2013
Fayez Sarofim & Co. March 2012 - August 2012
Deloitte & Touche November 2009 - March 2012
Skills
US GAAP, Tax, Financial Reporting, SEC filings
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Master in Professional Accounting, Accounting
The Chinese University of Hong Kong 2008 — 2008
Business
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration, Business Honors Program
JPMorgan Chase May 2013 - May 2015
Ralph Lauren December 2011 - May 2013
Deloitte & Touche July 2007 - December 2011
Skills
Internal Controls, IT Audit, Sarbanes-Oxley Act
Education
University at Albany 2005 — 2007
MBA, Accounting and Information Systems
The Johns Hopkins University 2000 — 2004
BA, Natural Sciences
United Recovery Systems LP May 2012 - Present
Salient Partners May 2009 - August 2011
Deloitte & Touche May 2007 - May 2009
KPMG March 2003 - December 2006
Ernst & Young May 1999 - May 2002
Education
Colorado Society of Certified Public Accountants 2007 — 2007
Certified Public Accountant
The Institute of Chartered Accountants of India 1999 — 2002
Chartered Accountant
KPMG LLP October 2012 - Present
Deloitte & Touche 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Tax, Corporate Tax, International Tax, Transfer Pricing, Tax Accounting, CPA, Tax Research, Sarbanes-Oxley Act, Tax Advisory, US GAAP, SEC filings, Big 4, Internal Controls, Income Tax, Financial Reporting, Auditing, Accounting, IFRS, Tax Law, GAAP
Education
The Ohio State University
Midtronics November 2014 - Present
Midtronics September 2012 - Present
Deloitte & Touche September 2006 - September 2012
Skills
Account Management, Accounting, Auditing, Business Strategy, Competitive Analysis, Management, Microsoft Excel, Sales, New Business Development, Sales Management, Strategic Planning, US GAAP, Leadership
Education
The Ohio State University 2005 — 2006
Master of Accounting
University of Michigan 2001 — 2005
Accounting and Economics
Crown of Life Lutheran Church September 2012 - Present
University Orthopaedics, Inc. March 1990 - September 1997
Deloitte & Touche November 1987 - March 1990
Education
The Ohio State University
Bachelor's degree, Accounting