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
EMC July 2012 - Present
KPMG January 2012 - April 2012
Accenture May 2011 - December 2011
Accenture June 2010 - May 2011
Russell Technologies December 2008 - June 2010
Deloitte & Touche May 2007 - August 2007
Research In Motion January 2007 - April 2007
BC Hydro May 2006 - August 2006
BC Cancer Agency September 2005 - December 2005
Skills
MS Project, Contract Management, Project Planning, Budgets, Network Security, Storage Area Networks, NAS, VMware, Cloud Computing, Wireless, TCP/IP, PMP, ITIL, Software Project..., Change Management, Process Improvement, Process Development, Budgeting, Financial Analysis, Performance Metrics, Project Delivery, Mobile Communications, Financial Accounting, Gap Analysis, Web Application Security, Vulnerability Assessment, Certificate and..., PCI DSS, C++, Object Oriented Design, IT Strategy, Testing, Virtualization, SAN, Storage, Whiteboarding, EMC Storage, System Deployment, Information Security, Requirements Analysis, Pre-sales, Business Process
Education
The University of British Columbia 2003 — 2008
Applied Sciences, Electrical Engineering
Burnaby South Secondary School 2000 — 2003
High School Diploma - AP
Liberty Mutual Insurance November 2014 - Present
Liberty Mutual Insurance March 2013 - November 2014
Liberty Mutual April 2011 - March 2013
Cramer October 2009 - April 2011
Deloitte & Touche September 2008 - May 2009
UBS Global Asset Management May 2007 - May 2008
Education
The University of Connecticut School of Business 2008 — 2010
Masters, Accounting
The University of Connecticut School of Business 2004 — 2008
Bachelors, Accounting
Cardinal Health July 2014 - Present
Cardinal Health July 2013 - July 2014
Cardinal Health July 2011 - July 2013
Cardinal Health August 2010 - July 2011
Cardinal Health October 2009 - August 2010
Deloitte & Touche September 2009 - October 2009
Deloitte & Touche September 2008 - September 2009
Deloitte & Touche September 2007 - September 2008
The Ohio State University - Fisher College of Business - Graduate Programs Office September 2006 - September 2007
Skills
Accounting, Auditing, SAP, Fixed Assets, Corporate Finance, Strategy, Management, Financial Reporting, Sarbanes-Oxley Act, GAAP, Financial Analysis, Internal Controls, CPA, SEC filings, Financial Accounting, US GAAP, General Ledger, Consolidation, Process Improvement, Strategic Financial..., Analysis, Budgets, Tax, Forecasting, Variance Analysis, Finance, Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2007
Master of Accounting, Accounting
The Ohio State University Fisher College of Business 2003 — 2007
Bachelor of Science in Business Administration, Honors Accounting, Honors Spanish Minor
McKinsey & Company June 2015 - Present
Tuck School of Business at Dartmouth College August 2014 - Present
Greenwich Strategy April 2013 - June 2014
United Technologies February 2011 - March 2013
United Technologies July 2009 - February 2011
Merrill Lynch February 2009 - May 2009
Ernst & Young June 2008 - August 2008
Deloitte & Touche May 2008 - July 2008
Skills
Scuba Diving, "Training The Street"..., Financial Modeling, Strategy, Financial Analysis, Managerial Finance, Hyperion Enterprise, Valuation, Mergers & Acquisitions, Strategic Financial..., Auditing, Due Diligence, Business Strategy, Competitive Analysis, SAP, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA)
University of Connecticut 2009 — 2010
Non-degree program, Business, 4.0 / 4.0
University of South Carolina - The Moore School of Business 2005 — 2009
BS, Accounting, Finance, Summa Cum Laude
Greif August 2013 - Present
Greif April 2011 - August 2013
Deloitte & Touche January 2007 - January 2012
Deloitte Tax LLP January 2005 - December 2006
Signstrut, Ltd July 2003 - December 2004
Skills
Fixed Assets, Internal Audit, Account Reconciliation, Accounting, Internal Controls, GAAP, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Financial Analysis, Auditing, CPA, Finance
Education
University of Louisville 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship
The Ohio State University Fisher College of Business 2000 — 2003
Finance and Accounting
British Columbia Utilities Commission May 2012 - Present
Teekay Shipping May 2011 - May 2012
Deloitte & Touche May 2006 - April 2011
Skills
Financial Reporting, Internal Controls, IFRS, US GAAP, Financial Accounting, Sarbanes-Oxley Act, GAAP, Auditing, Accounting, Financial Analysis, Consolidation, External Audit, Tax, Corporate Tax, Assurance
Education
The University of British Columbia 2005 — 2008
BComm, Accounting
Deloitte September 2014 - Present
Deloitte September 2012 - September 2014
Deloitte & Touche September 2010 - August 2012
The Ohio State University January 2008 - June 2010
Deloitte & Touche January 2010 - March 2010
Abbott Nutrition June 2009 - September 2009
Skills
Auditing, Finance, Accounting, Financial Analysis, Internal Controls, Financial Reporting, Financial Accounting, Financial Statements, Microsoft Excel, Financial Modeling, SEC filings, Access, CPA, GAAP, US GAAP
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting
Alvarez & Marsal March 2012 - Present
FTI Consulting July 2009 - February 2012
JPMorgan Chase June 2008 - August 2008
Deloitte & Touche June 2007 - September 2007
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2008
MAcc, Master of Accounting with an emphasis in Finance
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
BSBA, Finance, Accounting
CohnReznick LLP October 2013 - Present
Deloitte & Touche September 2010 - September 2013
University of Connecticut September 2006 - May 2010
Skills
Auditing, Internal Controls, Accounting, Investment Valuation, SOX Compliancy, Financial Reporting, Financial Accounting, Private Equity, Venture Capital, GAAP
Education
The University of Connecticut School of Business 2006 — 2010
NVCC
PwC February 2011 - Present
Canadian Institute of Chartered Accountants 2009 - Present
Institute of Chartered Accountants of BC Taxation Forum September 2006 - Present
Yoga Outreach September 2011 - March 2013
Deloitte & Touche August 2007 - January 2011
Association of Women in Finance January 2004 - August 2006
PMC-Sierra November 2004 - December 2005
PricewaterhouseCoopers June 2002 - November 2004
PricewaterhouseCoopers September 2000 - May 2002
Skills
Tax, Corporate Tax, Financial Reporting, International Tax, Accounting, Assurance, Income Tax, IFRS, US GAAP, Internal Controls, Auditing, Financial Accounting, GAAP
Education
The University of British Columbia 1997 — 1999
Diploma in Accounting
University of Ottawa 1989 — 1993
B.A. Honours, History
Deloitte & Touche September 2007 - Present
Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, External Audit, Auditing, Financial Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2007
BSBA and Masters in Accountancy, Accounting
Bishop Watterson High School 1999 — 2002
Deloitte & Touche September 2011 - Present
Deloitte and Touche September 2009 - September 2011
Skills
External Audit, Auditing
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2009
Master, Accounting
Kenyon College 2004 — 2008
Bachelor, Economics
Saks Fifth Avenue December 2014 - Present
Saks Fifth Avenue February 2014 - November 2014
Saks Fifth Avenue July 2011 - January 2014
Saks Fifth Avenue, New York 2005 - July 2011
Saks Fifth Avenue 1991 - 2009
Deloitte & Touche 1990 - 1991
ALEXANDER'S, INC. 1987 - 1990
Skills
Talent Acquisition, Talent Development, Employee Relations, Succession Planning, Full-cycle Recruiting, Executive Search, Talent Management, Retail, SDLC, Technical Recruiting, Performance Management, Leadership, Human Resources, Store Management, Leadership Development, Coaching, Onboarding, Management, Employee Benefits, Sourcing, Strategy, Recruiting, Executive Coaching, Hiring, Payroll, College Recruiting, Temporary Placement, Interviews, Employee Training, Employee Engagement, Applicant Tracking..., HRIS, Workforce Planning
Education
The University of Connecticut School of Business 1982 — 1984
B.S, Management & Human Resources Development
Moody's Investors Service December 2014 - Present
CIGNA May 2013 - November 2014
Pitney Bowes June 2012 - August 2012
Deloitte & Touche October 2006 - April 2010
Skills
Investment Management, Financial Analysis, Financial Modeling, Excel, Financial Management, Corporate Development, Valuation, PowerPoint, Problem Solving, Financial Planning, Financial Reporting, Corporate Finance, Budgeting, Auditing, Microsoft Office, Microsoft Excel, Accounting, Management, Budgets, Strategic Financial..., Data Analysis, Managerial Finance, Internal Controls, IFRS, Strategy, Mergers & Acquisitions, Leadership, Portfolio Management, Tax, Financial Accounting
Education
The University of Connecticut School of Business 2011 — 2013
MBA, Finance/Real Estate
Università degli Studi di Milano 2011 — 2011
Master's degree, European Labor Studies
Michael Smurfit Graduate School of Business, UCD 2010 — 2011
MSc, Master in Human Resource Management
Waterford Institute of Technology 2004 — 2006
BA First Class Honors - GPA 4.0/4.0, Accounting
Deloitte & Touche January 2012 - Present
The Sherwin-Williams Company June 2011 - January 2012
The Sherwin-Williams Company June 2010 - June 2011
The Sherwin-Williams Company 2010 - 2011
The Sherwin-Williams Company July 2009 - September 2009
Skills
Microsoft Excel, Internal Controls, Financial Statements, Customer Service, Financial Reporting, 10Q, FASB, Auditing, Analysis, XBRL, Microsoft Office, Finance, GAAP, Sarbanes-Oxley Act
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Science in Business Administration, Accounting, Finance
New Bremen High School 2003 — 2006
CKP, LLP 2014 - Present
ECONET, Inc. 2010 - 2013
Deloitte & Touche 1989 - 2010
Skills
Leadership, Risk Management, Project Planning, Management, Business Strategy, Portfolio Management, Product Development, Budgets, Internal Audit, Financial Analysis, Program Management, Change Management, Strategy
Education
연세대학교 / Yonsei University 1979 — 1983
Bachelor of Arts (B.A.), Political Science and Government
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Program in Leadership & Strategy
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), International Finance
Cook County Sheriff's Department June 2014 - August 2014
Deloitte & Touche September 2012 - September 2013
Deloitte & Touche July 2010 - August 2012
Nebraska Center for Entrepreneurship August 2008 - April 2010
University of Nebraska, Department of Finance January 2008 - December 2009
State Farm Insurance June 2008 - August 2008
Skills
Project Management, Risk Management, Enterprise Risk..., Risk Assessment, Regulatory Compliance, Regulatory Reporting, Compliance, SOX, Internal Audit, IT Audit, Internal Controls, Management Consulting, Sarbanes-Oxley Act, Training, Governance, Leadership, Program Management, Financial Risk, Management, Change Management
Education
The University of Chicago Booth School of Business 2013 — 2015
Full-time MBA
University of Nebraska-Lincoln 2006 — 2010
BS
University of Nebraska-Lincoln 2006 — 2010
Bachelor of Science in Business Administration
The University of Chicago - Booth School of Business
Yahoo! 2007 - Present
Mesirow Financial Consulting 2004 - 2007
Deloitte & Touche 2002 - 2004
Bear Stearns 1999 - 2001
General Electric 1994 - 1997
Skills
Mergers & Acquisitions, Corporate Finance, Investments, Investor Relations, Corporate Development, Financial Modeling, Analytics, Strategic Partnerships, Acquisition Integration, Due Diligence, Strategy, Financial Analysis, Valuation, Competitive Analysis, Business Strategy, Mergers
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Washington 1989 — 1993
B.S., Engineering
JPMorgan Chase April 2014 - Present
The Goodyear Tire & Rubber Company November 2012 - April 2014
Goodyear Tire and Rubber Company September 2011 - November 2012
Goodyear Tire & Rubber Company May 2010 - September 2011
Deloitte & Touche January 2009 - January 2010
Deloitte & Touche January 2008 - March 2008
Skills
Accounting, Financial Analysis, External Audit, Project Management, Root Cause Analysis, Process Improvement..., Cost Accounting, Monthly Close Process, Account Reconciliation, Accounts Payable, Auditing, Finance, Sarbanes-Oxley Act, Hyperion Enterprise, GAAP
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelor of Science in Business Administration, Accounting
Nationwide Insurance May 2015 - Present
Nationwide Insurance January 2013 - May 2015
Deloitte & Touche September 2009 - January 2013
Deloitte January 2009 - March 2009
Skills
Auditing, Accounting, Financial Analysis, Financial Reporting
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Bachelor of Science in Business Administration, Accounting and Finance
Deloitte & Touche September 2008 - Present
Skills
Auditing, US GAAP, SEC filings, GAAP, Internal Controls, External Audit, Sarbanes-Oxley Act, CPA, Financial Reporting, Financial Accounting, Accounting, Big 4, Tax, Internal Audit, IFRS, Sarbanes-Oxley, Corporate Tax, Financial Analysis, Assurance, Financial Statements
Education
The University of Connecticut School of Business 2008 — 2009
MS, Accounting
The University of Connecticut School of Business 2004 — 2008
BS, Accounting
Deloitte & Touche January 2011 - Present
Skills
Management Consulting, Analysis, Financial Analysis, Business Process..., Data Analysis, IFRS, Financial Reporting, Auditing, Internal Controls
Education
The University of Akron 2003 — 2004
Master of Arts (MA), Economics
The University of Akron 1999 — 2003
Bachelor of Arts (B.A.), Applied Mathematics and Economics
Cardinal Health August 2013 - Present
Cardinal Health July 2010 - May 2013
Cardinal Health August 2009 - July 2010
Cardinal Health August 2007 - August 2009
Robert Half October 2006 - May 2007
Limited Brands 2007 - 2007
Robert Half May 2006 - October 2006
Deloitte & Touche June 2003 - May 2006
Arthur Andersen 2002 - 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Internal Controls, Financial Reporting, Sarbanes-Oxley, Team Leadership, Financial Analysis, Learning Quickly, Dedication to..., Continuous Improvement, Talent Developer, Networking, Performance Management, Asking Questions, Thinking Outside The Box, Simplifying the Complex, Strategic Financial..., Operating Budgets, Forecasting, Process Improvement, Variance Analysis, Corporate Finance, Fixed Assets, Management, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2000 — 2003
Bachelor of Science, Accounting & Finance
Welsh, Carson, Anderson & Stowe May 2014 - Present
Accenture September 2012 - May 2014
Cressey Development Corp. May 2012 - August 2012
Sauder School of Business at UBC March 2011 - April 2012
The University of British Columbia March 2011 - December 2011
Deloitte & Touche October 2009 - December 2011
Commerce Undergraduate Society February 2010 - April 2011
Teck Resources Limited November 2006 - October 2008
Skills
Financial Modeling, Leadership, Business Strategy, Financial Analysis, Corporate Finance, Management, Microsoft Excel, Mergers & Acquisitions, Data Analysis, Valuation, Market Research, Teamwork, Analysis, Accounting, EBITDA Growth, Strategic Sourcing, Pricing Strategy, Procurement, Rugby
Education
The University of British Columbia 2007 — 2012
Bachelor of Commerce (B.Com.), Accounting
MOSAIC Homes March 2014 - Present
Ledingham McAllister October 2013 - March 2014
Wesgroup Properties May 2013 - October 2013
Wesgroup Capital LP January 2012 - April 2013
Deloitte & Touche September 2008 - December 2011
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Internal Audit, Auditing, Internal Controls, Cash Flow Forecasting, Project Analysis, Corporate Budgeting, Team Management, Business Process...
Education
Institute of Chartered Accountants of BC 2008 — 2010
Chartered Accountant
The University of British Columbia 2004 — 2008
BCom (Hons), Accounting
Deloitte & Touche September 2013 - Present
The United Illuminating Company June 2012 - May 2013
J.H. Cohn LLP June 2011 - August 2011
The United Illuminating Company April 2008 - August 2010
Skills
Budgets, Auditing, Microsoft Excel, PowerPoint, Access, Microsoft Office, Microsoft Word, Variance Analysis, Outlook, Accounting, Research, Financial Analysis, Teamwork
Education
University of Connecticut 2012 — 2013
Master of Science (MS), Accounting
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
Pitney Bowes April 2014 - Present
Pitney Bowes September 2012 - April 2014
Deloitte & Touche January 2011 - September 2012
Wells Fargo Financial November 2008 - August 2009
U.S. Army February 2006 - May 2008
US Army May 2002 - February 2006
University of Connecticut June 2005 - December 2005
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, SEC filings, Financial Statements, Financial Analysis, Microsoft Excel, Strategic Financial..., Outlook, Microsoft Office, Sarbanes-Oxley, Hyperion HFM, Hyperion Reports, PMR, SAP, Sarbanes-Oxley Act, Internal Audit, SEC Filings
Education
The University of Connecticut School of Business 2010 — 2011
Master of Science, Accounting
The University of Connecticut School of Business 2004 — 2009
Bachelor of Science, Business Administration
CS Medical, Inc 2002 - Present
VantageMed Corporation/ Mariner Systems, Inc 1993 - 2002
Destron/IDI, Inc 1985 - 1992
Maxtor/Miniscribe 1982 - 1985
Pfizer/Valleylab 1978 - 1982
Deloitte & Touche 1974 - 1978
Skills
IPO, Venture Capital, Executive Management, Due Diligence, Strategic Partnerships, Start-ups, Product Management, Healthcare, Mergers, Negotiation, Strategic Planning, Business Modeling, International Business, Strategy Development, EMR, Private Equity, Business Management, Corporate Finance, Financial Analysis, Management, Strategy, Program Management, Contract Negotiation, Financial Reporting, Business Development, Management Consulting, Change Management, Medical Devices, Manufacturing, Business Strategy, Leadership, Consulting, Marketing, Risk Management, Entrepreneurship, Business Planning, Mergers & Acquisitions
Education
University of Denver 2005 — 2009
Law & Taxation
The University of Akron 1972 — 1976
BS, Accounting
Stow High School
Stow High School
Liberty Mutual Asset Management Inc. July 2013 - Present
Liberty Mutual Asset Management Inc. June 2012 - July 2013
Liberty Mutual Asset Management Inc. April 2010 - June 2012
Liberty Mutual January 2008 - April 2010
Liberty Mutual August 2006 - January 2008
Liberty Mutual June 2005 - August 2006
Deloitte & Touche June 2002 - June 2005
Arthur Andersen LLP September 2000 - June 2002
Skills
Accounting, Finance, Financial Reporting, Insurance, GAAP, Financial Analysis, Sarbanes-Oxley Act, Investments, Financial Services, CPA, Auditing, Internal Controls, US GAAP, Leadership, IFRS, Banking, SEC filings, Department..., Statutory Accounting, Alternative Investments, Bank, Investment Compliance, Financial Planning, Business Process..., General Ledger..., Investment Management..., Change Management, Analysis
Education
The University of Connecticut School of Business 2001 — 2002
MS, Accounting
The University of Connecticut School of Business 1997 — 2001
BS, Accounting
FMC Technologies February 2013 - Present
Cooper Industries PLC August 2002 - January 2013
Enron Wind Corporation March 1998 - August 2002
Deloitte & Touche June 1986 - March 1998
Skills
Sarbanes-Oxley Act, Internal Controls, SEC filings, Internal Audit, Cost Accounting, US GAAP, Financial Reporting, Accounting, Forecasting, Auditing, Financial Analysis, CPA, SAP, Clutter Control, Mergers, Sarbanes-Oxley, Due Diligence, Process Improvement, Financial Accounting, Acquisition Integration
Education
The University of British Columbia 1982 — 1987
Bachelor of Commerce (B.Com.), Accounting and Finance
Allied Fiber March 2012 - Present
Sirenuse Capital Partners, LLC September 2010 - Present
GreenFields Coal Company, LLC July 2010 - December 2011
AirSafety International, LLC January 2009 - July 2010
Management Investment Group June 2008 - November 2008
The telx Group, Inc. January 2006 - May 2008
Matrix Venture Group, Inc. June 2001 - December 2005
Falcon Entertainment Corp. November 1997 - June 2001
The Long-Term Credit Bank of Japan, Ltd. (LTCB) January 1993 - October 1997
Deloitte & Touche September 1986 - August 1990
Skills
Mergers, Sarbanes-Oxley Act, GAAP, Strategic Planning, Strategic Alliances, MIS, Joint Ventures, IFRS, SEC, Human Resources, Marketing, Re-engineering, Capital Raising, LBO, Purchasing, Finance, Corporate Finance, Mergers & Acquisitions, Start-ups, Private Equity, Business Planning, Business Strategy, Analysis, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Acquisitions, Investor Relations, Investment Banking, Due Diligence, Auditing, SEC filings, Portfolio Management, Forecasting, Budgets, Cash Management, Asset Management, Cash Flow, Accounting, Hedge Funds, Investments, Financial Structuring, Corporate Governance, Restructuring
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
MBA, Finance
The University of Connecticut School of Business 1982 — 1986
BS, Accounting
JetBlue Airways October 2009 - Present
Deloitte & Touche September 2006 - October 2009
Skills
SEC filings, GAAP, US GAAP, Variance Analysis, IT Audit, Financial Analysis, Financial Reporting, External Audit, Financial Accounting, Consolidation, Accounts Payable, Accounting, Big 4, Auditing, CPA, Sarbanes-Oxley, General Ledger, Financial Audits, Internal Controls, Hyperion Enterprise, Revenue Recognition, Internal Audit, Tax, Sarbanes-Oxley Act, Tax Accounting, Financial Statements, Financial Modeling, Assurance, Cash Flow, Cost Accounting, Account Reconciliation
Education
The University of Connecticut School of Business 2006 — 2007
Masters, Accounting
The University of Connecticut School of Business 2002 — 2006
Bachelors, Accounting
OCLC May 1994 - Present
Deloitte & Touche September 1988 - April 1994
Skills
Sarbanes-Oxley Act, PeopleSoft, Budgets, Internal Audit, Forecasting, Payroll, Accounts Payable, CPA, Auditing, Financial Accounting, Financial Reporting, GAAP, Financial Analysis, Internal Controls, US GAAP
Education
The Ohio State University - The Max M. Fisher College of Business 1984 — 1988
BSBA, Accounting
AES June 2014 - Present
Dayton Power and Light December 2010 - June 2014
Dayton Power and Light May 2008 - December 2010
Deloitte & Touche January 2005 - April 2008
Skills
Accounting, US GAAP, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Reporting, SEC filings, General Ledger, Auditing, CPA, Financial Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2000 — 2004
Bachelor of Science in Business Administration, Accounting
New York Association September 2013 - Present
Chartered Accountants School of Business 2010 - Present
Deloitte & Touche May 2011 - July 2013
Pacific Elegance Ent. Inc 2009 - December 2010
Manning Elliott Chartered Accountants LLP 2006 - 2009
Leduc Tax Research Inc. 2003 - 2006
Skills
Internal Controls, IFRS, US GAAP, Canadian GAAP, Canadian Tax, SOX 404, Auditing, Financial Reporting, Accounting, Budgets, Variance Analysis, GAAP, Financial Statements, Account Reconciliation, SEC filings, Corporate Tax, Cash Flow, Finance, Forecasting
Education
Canadian Institute of Chartered Accountants (CICA) 2006 — 2009
Chartered Accountant
The University of British Columbia 2000 — 2003
B.COMM, Accounting with Honours
CPA (California)
UNIQLO December 2014 - Present
Fast Retailing June 2013 - November 2014
Bain & Company August 2006 - May 2013
Lehman Brothers 2005 - 2005
Deloitte & Touche 2000 - 2004
Sumitomo Corporation 1997 - 2000
Education
The Tuck School of Business at Dartmouth 2004 — 2006
MBA with distinction, Business
University of Tokyo 1993 — 1997
BA, Economics
Civitas Media April 2013 - Present
Retail Consulting September 2012 - Present
Harris Teeter, Inc July 1998 - October 2012
AutoNation January 1997 - July 1998
The Limited July 1990 - January 1997
Bath & Body Works 1993 - 1997
Deloitte & Touche 1982 - 1990
Skills
Lean process Improvement, Mergers and Acquisitions, Team Building, Financial Analysis and..., CPA, Proficient in Word,..., Six Sigma Principles, Corporate Finance, Legal Compliance, SOX Compliancy, Contract Negotiation, Real Estate Joint..., Financial Analysis, US GAAP, Loss Prevention..., Asset Protection, Retail, Inventory Management, Auditing, Forecasting, Finance, Safety, Loss Prevention, Six Sigma, Budgets, Financial Reporting
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2006
TIP Program Participant, Summer Executive Training Program
The Ohio State University - The Max M. Fisher College of Business 1978 — 1982
BSBA, Accounting
Tranche Analytics April 2013 - Present
Deloitte & Touche October 2011 - April 2013
Titan Capital Markets Advisory LLC January 2007 - October 2011
Accenture 2005 - 2007
Fifth Third Bank 2003 - 2005
Arthur Andersen Business Consulting January 2001 - December 2002
Price Waterhouse Management Consultants 1997 - 2001
Canadian Derivatives Clearing Corporation 1996 - 1997
Skills
Capital Markets, Financial Risk, Risk Management, Mergers, Cash Flow, Basel II, Enterprise Risk..., Solvency II, Hedge Funds, Derivatives, Credit Risk, Alternative Investments, Financial Modeling, Valuation, Financial Services, Mergers & Acquisitions, Market Risk, Portfolio Management, Strategy, Corporate Finance, Investment Banking, Acquisition Integration, Credit, Investment Management, Investments, Due Diligence, Management Consulting, Analytics, Finance, Fixed Income, Financial Markets, Restructuring, Private Equity, Asset Management, Financial Analysis, Analysis, Competitive Analysis, Treasury Management, Structured Finance, Equities, Emerging Markets, Business Planning, Securitization, Operational Risk, Commodity, Securities
Education
The University of Chicago - Booth School of Business
MBA, Finance
York University
MA, Economics
York University
BA (Hons), Economics
Resources Global Professionals December 2005 - Present
Sony December 1999 - November 2005
RR Donnelley March 1995 - December 1999
Kraft Foods 1985 - 1995
AB Dick Company 1983 - 1985
Deloitte & Touche 1981 - 1983
Skills
Sarbanes-Oxley Act, Accounting, Internal Controls, Forecasting, Sarbanes-Oxley, IFRS, Financial Analysis, Corporate Finance, Internal Audit, Finance, SEC filings, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1985 — 1990
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Accountancy
Apple July 2014 - Present
Apple April 2013 - June 2014
Apple Inc. March 2010 - April 2013
Deloitte & Touche August 2009 - March 2010
Deloitte & Touche January 2006 - August 2009
KPMG May 2001 - December 2005
Skills
Consumer Products, Telecommunications, Financial Modeling, Due Diligence, Managerial Finance, Strategic Financial..., Cash Flow, Mergers, Mergers & Acquisitions, Business Planning, Finance, Management, Business Development, Strategy, Analysis, Accounting
Education
The University of British Columbia 1996 — 2001
Commerce, Finance & Accounting, honors
AICPA
CPA, Accounting
Canadian Institute of Chartered Accountants
CA, Accounting
Chartered Financial Analyst Institute
CFA, Finance
Stout Risius Ross January 2012 - Present
FTI Consulting September 2006 - December 2011
Deloitte Consulting June 2004 - August 2006
Deloitte & Touche July 1996 - June 2004
Peterson Consulting 1981 - 1996
Skills
Damage Analysis, Financial Fact Finding, IP Damages, Intellectual Property..., Business Valuation, Expert Witness, Litigation Support, Due Diligence, Valuation, Forensic Accounting, Intellectual Property, Licensing, Mergers, Financial Modeling, Patents, Private Equity, Venture Capital, Litigation, Restructuring, Management Consulting, Business Strategy, Corporate Finance, Joint Ventures, Damages, Corporate Development, Mergers & Acquisitions, Start-ups, Divestitures, Fraud, Strategy
Education
The University of Chicago - Booth School of Business 1973 — 1975
MBA, Business Administration
University of Washington, Michael G. Foster School of Business 1969 — 1973
Bachelor of Arts, Business Administration
Deloitte & Touche, LLP September 2014 - Present
The University of Akron January 2013 - June 2014
The University of Akron August 2009 - December 2012
Deloitte & Touche May 2012 - August 2012
Dick's Sporting Goods October 2009 - September 2011
Skills
Market Planning, Cpr Certified, English, Entrepreneurship, Process Scheduler, Leadership, Public Speaking, Teamwork, Accounting, Auditing
Education
The University of Akron 2009 — 2014
Stax Inc. September 2014 - Present
The Ohio State University August 2013 - Present
Western Reserve Partners LLC June 2013 - August 2013
KeyBanc Capital Markets May 2013 - May 2013
The Ohio State University August 2012 - May 2013
KeyBank 2008 - 2012
Deloitte & Touche 2006 - 2008
Skills
Certified Public..., CPA
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University - Richard T. Farmer School of Business 2002 — 2006
Bachelor of Science in Business Administration, Accounting
Beachwood High School
Nationwide Financial May 1994 - Present
Deloitte & Touche June 1990 - May 1994
Skills
Accounting, Mergers, Financial Reporting, Mergers & Acquisitions, GAAP, Insurance, Leadership, Finance, General Ledger, Financial Statements, Internal Audit, Auditing, Budgets, Internal Controls, Financial Analysis, Financial Modeling, Statutory Accounting, Risk Management, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Strategic Financial..., Business Analysis, Process Improvement, CPA, Financial Risk, Forecasting, SEC filings, Variance Analysis, Sarbanes-Oxley, Essbase, Managerial Finance, Financial Forecasting, Enterprise Risk..., Hyperion Enterprise, Financial Services, Corporate Finance
Education
The Ohio State University 1986 — 1990
BSBA, Accounting
Northland High School
Deloitte and Touche August 2015 - Present
Deloitte & Touche September 2012 - Present
Deloitte and Touche September 2010 - August 2012
The Ohio State University September 2008 - November 2010
Deloitte & Touche June 2009 - August 2009
Skills
Auditing, Accounting, Data Analysis, Microsoft Excel, Financial Reporting, Microsoft Office, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, GAAP, CPA, SEC filings, US GAAP, Financial Statements, External Audit, Big 4, Sarbanes-Oxley, Cash Flow, Consolidation, Pivot Tables, Outlook, Microsoft Word
Education
The Ohio State University Fisher College of Business 2006 — 2010
BSBA, Accounting
The Nth Power Inc. May 2008 - Present
Deloitte & Touche 1993 - 1999
The Stamford Hospital 1991 - 1993
Skills
Managed Care, Healthcare Consulting, Medicare, Employee Benefits, Healthcare, Insurance, HIPAA, Sales Operations, Healthcare Management, Healthcare Industry, Payroll, Bookkeeping, Budgets, Bank Reconciliation, Accounts Receivable, Accounts..., QuickBooks
Education
The University of Connecticut School of Business 1987 — 1991
BS, Health Care Business Administration
Brien McMahon High School
Gennaro Shea LLC September 2013 - Present
Ziskind Greene & Shea November 2006 - August 2013
Shea Stokes & Carter (now Stokes Wagner Hunt Maretz & Terrell) 2005 - 2006
Boeing 2001 - 2004
Deloitte & Touche 1995 - 1998
PricewaterhouseCoopers 1994 - 1995
Skills
Intellectual Property, Mergers, Corporate Law, Mergers & Acquisitions, Management, Licensing, Strategy, Litigation, Due Diligence, Patent Litigation, Venture Capital, Real Estate, Commercial Litigation
Education
The University of Chicago - Booth School of Business
MBA with honors and PhD (all but dissertation), finance and business economics
United States Military Academy at West Point
Cadet for 2 years, Deans List all semesters in Engineering program
University of California, Berkeley
B.S., chemical engineering
Green Oak Advisors June 2012 - Present
Amherst Partners, LLC September 2008 - June 2011
Performance Site Company May 2006 - June 2008
BBC&M Engineering, Inc. 1999 - 2006
Deloitte & Touche 1989 - 1994
Skills
Mergers, Due Diligence, Financial Analysis, CPA, Financial Modeling, GAAP, Financial Reporting, Restructuring, Accounting, Cash Flow, Forensic Accounting, Cash Management, Cash Flow Forecasting, Auditing, Financial Statements, Mergers & Acquisitions, Finance, Investments, Tax Accounting, Management Consulting, Income Tax, Sarbanes-Oxley Act, US GAAP, Valuation, Corporate Tax
Education
The Ohio State University Fisher College of Business 1984 — 1988
BSBA, Accounting
N/A June 2014 - Present
Ferro Corporation January 2013 - May 2014
Ferro Corporation February 2005 - December 2012
American Electric Power February 2001 - January 2005
American Electric Power (AEP, Inc July 1999 - February 2001
FLAG, Ltd April 1996 - April 1997
Deloitte & Touche December 1993 - March 1996
Skills
Corporate Finance, Treasury, Valuation, Mergers, Analysis, Capital Markets, Forecasting, Commodity, Financial Analysis, Financial Modeling, Risk Management, Cash Management
Education
The Ohio State University Fisher College of Business 1997 — 1999
MBA, Finance
University of Jordan 1989 — 1993
Bachelor of Science, Accounting
Finch & Associates Consulting Group 2008 - Present
The Nielsen Company 2000 - 2007
The Nielsen Company 1997 - 2000
The Nielsen Company 1996 - 1997
Ryder System, Inc. 1994 - 1996
Dun & Bradstreet Software 1991 - 1994
Sales Technologies, Inc. 1989 - 1991
Deloitte & Touche 1985 - 1989
Skills
New Business Development, Product Management, Market Research, Analytics, Product Development, Product Marketing, Customer Insight, Market Analysis, Marketing Research, Strategic Planning, Strategy, Management, Leadership, Business Strategy, Marketing, Mergers & Acquisitions, Process Improvement, Business Analysis, SDLC, Enterprise Software, Business Intelligence, Budgets, Training, Consulting, Executive Management, Cross-functional Team..., Project Portfolio..., Team Management, Management Consulting, Software Development, Competitive Analysis, Start-ups, CRM, Business Process..., Business Development, Strategic Partnerships, SaaS, P&L Management, Vendor Management, Governance, Program Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Executive Program (TEP)
University of Alabama 1975 — 1979
Bachelor of Science (B.S.), Accounting
Xamarin March 2015 - July 2015
Deloitte & Touche March 2011 - February 2015
Global Financial Integrity August 2010 - December 2010
SV-Halle Lions November 2009 - April 2010
CB Cáceres September 2009 - November 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania 2005 — 2009
BA, Philosophy, Political Science, Economics, concentration Economics
M/I Homes July 2012 - Present
M/I Homes June 2011 - July 2012
EXPRESS June 2010 - June 2011
Deloitte & Touche September 2007 - June 2010
Skills
Financial Reporting, Auditing, Accounting, Financial Analysis, Forecasting, Finance, Sarbanes-Oxley Act, GAAP, SEC filings, Financial Modeling, Internal Audit, Internal Controls, SEC Filings, US GAAP
Education
The Ohio State University Fisher College of Business 2002 — 2007
Bachelor of Science in Business Administration, Accounting, Spanish
Starwood Hotels & Resorts Worldwide, Inc. May 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. October 2014 - May 2015
Slalom Consulting July 2013 - October 2014
Deloitte Consulting January 2011 - July 2013
Deloitte & Touche June 2010 - January 2011
SCOPE 2010 - 2010
Innovation Accelerator 2009 - 2009
Skills
Management Consulting, Business Analysis, IT Strategy, Financial Modeling, Business Process..., Analytics, Strategy, Business Transformation, Business Process, Business Strategy, Business Intelligence, Strategic Planning, Project Management, Consulting, Management, Data Analysis, Program Management
Education
The University of Connecticut School of Business 2005 — 2010
Working abroad July 2015 - Present
Nielsen April 2012 - April 2015
Deloitte & Touche October 2010 - April 2012
Skills
International Tax, SEC filings, Sarbanes-Oxley Act, Tax, US GAAP, Internal Controls, Corporate Tax, GAAP, Tax Accounting
Education
Bikram yoga College of India 2015 — 2015
Certified teacher
The University of Connecticut School of Business 2013 — 2015
Master's of Accounting
The University of Connecticut School of Business 2006 — 2010
BS, Accounting
Deloitte & Touche September 2014 - Present
Deloitte & Touche June 2012 - August 2012
TransAct Technologies December 2010 - January 2011
Skills
Accounting
Education
University of Connecticut 2013 — 2014
Master's Degree, Accounting
The University of Connecticut School of Business 2009 — 2013
Accounting
Jazz Pharmaceuticals August 2014 - Present
Jazz Pharmaceuticals March 2014 - August 2014
Jazz Pharmaceuticals January 2012 - March 2014
Azur Pharma September 2009 - February 2012
Deloitte & Touche September 2006 - September 2009
Competitive Edge Outfitters March 2000 - September 2006
Skills
Financial Modeling, Financial Analysis, Accounting, Strategic Planning, Financial Reporting, Valuation, Due Diligence, Business Strategy, Internal Controls, Business Planning, Forecasting, Financial Accounting, CPA, Budgets, Corporate Finance, Strategy
Education
The Ohio State University Fisher College of Business 2002 — 2006
BS, Accounting & Finance
Conestoga High School 1998 — 2002
Deloitte & Touche August 2010 - Present
Skills
US GAAP, GAAP, Financial Reporting, Internal Controls, External Audit, IFRS, SEC filings, Sarbanes-Oxley Act, CPA, Assurance, Auditing
Education
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting
EY August 2014 - Present
Deloitte & Touche January 2012 - August 2014
Deloitte June 2011 - August 2011
The Columbus Dispatch May 2011 - May 2011
The Ohio State University July 2009 - June 2010
Skills
Accounting, Financial Reporting, Financial Accounting, Auditing, Financial Analysis, GAAP, Internal Controls, SEC filings, Financial Statements, Sarbanes-Oxley Act, External Audit, US GAAP, Internal Audit, Tax
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science in Business Administration, Accounting
SaltHill Group January 2008 - Present
Level 3 Communications January 2007 - January 2008
Broadwing Communications July 2003 - January 2007
Focal Communications November 2001 - July 2003
Mantiss 2001 - 2001
SBC 1999 - 2001
Ameritech 1993 - 1999
Deloitte & Touche 1990 - 1993
Skills
Strategy, Fixed Income, Pricing, Management, Trading, Product Management, Recruiting, Telecommunications, Financial Services, Commodity, Financial Analysis, Product Development, Options, Marketing
Education
The University of Chicago Booth School of Business 1995 — 1998
MBA, Finance, Marketing
University of Iowa 1986 — 1990
BBA, Accounting
Arsenal Capital Partners June 2012 - Present
J.B. Poindexter & Co., Inc. August 2010 - July 2012
Step2 Holdings, LLC March 2008 - April 2010
Stryker Instruments July 2006 - February 2008
International Growth Consultants July 2002 - July 2006
The Hiegel Group June 1991 - July 2002
Carley Capital Group 1985 - August 1991
Deloitte & Touche January 1981 - June 1985
Skills
Investor Relations, Private Equity, Strategic Planning, Mergers, Forecasting, Cost Accounting, SEC filings, IPO, Revenue Recognition, Managerial Finance, Due Diligence, Restructuring, Acquisition Integration, Strategy, Business Planning, Leadership, Mergers & Acquisitions, Financial Reporting, Start-ups, Manufacturing, Management, Corporate Finance, US GAAP, Valuation, Finance, Executive Management, P&L Management, Internal Controls, Strategic Financial..., Budgets, Risk Management, Portfolio Management, Accounting, Financial Audits, Consolidation, Financial Modeling, ERP, M&A experience, Venture Capital, Entrepreneurship, Divestitures, Corporate Development, Capital Markets, Turn Around Management, Internal Audit, IFRS, Cash Management, Sarbanes-Oxley Act, Financial Analysis, Business Valuation
Education
The University of Chicago Booth School of Business 1990 — 1991
MBA, Finance
University of Wisconsin-Madison - School of Business 1976 — 1981
BBA, Accounting
Brenda A. Ray Law Offices, Ltd. January 2013 - Present
ProMedica Planned Giving Committee 2010 - Present
ProMedica PPCS Foundation Board 2009 - Present
Brady, Coyle & Schmidt, Ltd. January 2011 - December 2012
Lyden, Liebenthal & Chappell, Ltd. July 2004 - January 2011
Shumaker, Loop & Kendrick, LLP August 1998 - March 2004
Deloitte & Touche August 1991 - July 1995
Skills
Trusts, Estate Planning, Corporate Tax, Estate Tax Planning, Estate & Gift Taxation, Estate Administration, Corporate Law, Real Estate, Tax, Mergers & Acquisitions, High Net Worth..., CPA, Income Tax, LLC, Retirement, Accounting, Partnership Taxation, Succession Planning, Gift Tax, Estate Law, Wills, Asset Protection, Charities, Real Estate Transactions, Business Formation, S Corporations, Retirement Planning, Wealth, Small Business, Trust Management
Education
The Ohio State University Moritz College of Law 1995 — 1998
J.D., LAW
University of Toledo 1987 — 1991
B.B.A., ACCOUNTING
SHS
Deloitte & Touche September 2009 - Present
Education
The University of Connecticut School of Business 2005 — 2009
Bachelors of Science, Accounting
Deloitte & Touche 2009 - Present
Princeton University May 2007 - September 2007
Health Canada - Center for Blood Research 2005 - 2005
Education
State University of New York 2007 — 2009
BSc Finance, Finance
The University of British Columbia 2002 — 2007
BSc Chemistry, Chemistry
David F. Smith & Company January 2012 - Present
BCG & Company November 1991 - December 2011
Deloitte & Touche 1973 - 1991
Ernst & Young 1971 - 1973
Skills
Tax, Tax Returns, Financial Planning, Corporate Tax, Tax Research, High Net Worth..., Trusts, Income Tax, Strategic Financial..., Financial Planners, CPA, Tax Preparation, Financial Statements, Partnership Taxation, Small Business, ProSystem fx Tax, Estate Planning, Tax Accounting, Forensic Accounting, Personal Tax Planning, Business Tax Planning, GAAP, International Tax, Tax Advisory, Accountants, Payroll Taxes, QuickBooks, State Tax, Fixed Assets, General Ledger, Business Valuation, Accounting, Estate Tax Planning
Education
The University of Akron 1967 — 1971
BS, Accounting
Nexgrid August 2014 - Present
Veros Advisors November 2013 - August 2014
Altisource Portfolio Solutions SA June 2011 - October 2013
Veros Advisors January 2009 - June 2011
SER Solutions August 2006 - January 2009
Capital One May 2001 - August 2006
Bain & Co June 1998 - April 2001
Eaton Corporation 1997 - 1997
ARTHUR ANDERSEN & CO, BUSINESS CONSULTING, 1994 - 1996
Deloitte & Touche 1993 - 1994
Skills
Strategic Planning, Start-ups, Go-to-market Strategy, Joint Ventures, Cross-functional Team..., Acquisitions, Business Strategy, Marketing Strategy, Change Management, Business Alliances, Management, Program Management, Business Process..., Strategy, SaaS, Product Development, Business Development, Sales & Marketing..., Leadership, Team Building, Mergers & Acquisitions, Management Consulting, Marketing, Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
University of Virginia 1989 — 1993
BS, Commerce
Ultimate Resumes LLC July 2004 - Present
BroadPeak Collaborative July 2006 - February 2008
NetSpend Corporation February 2005 - March 2006
Federal Reserve Bank of Chicago February 1999 - January 2005
Deloitte & Touche 1997 - 1998
APV Americas July 1994 - June 1997
Federal Reserve Bank of Chicago January 1990 - July 1994
Skills
Market Research, Media Relations, Marketing, Marketing Strategy, Business Development, Strategy, Marketing Communications, Resume Writing, Strategic Communications, Executive Consulting, Leadership, Banking, Fundraising, Management, Entrepreneurship, Program Management, Recruiting, Strategic Partnerships, Nonprofits, Management Consulting, Interviews, Human Resources, Budgets, Start-ups, Networking, Strategic Planning, Executive Coaching
Education
University of Chicago Graduate School of Business 2000 — 2002
MBA, Marketing, Economics
University of Chicago 1985 — 1989
BA, Behavioral Sciences, Economics
CHS 1981 — 1985
Forensic Audit & Investigation September 2015 - Present
Deloitte February 2013 - June 2015
ODC Consultores SC February 2010 - December 2012
Loreto Bay Company July 2008 - August 2009
Intrawest Resort Club Group December 2005 - January 2008
Intrawest Resort Club Group June 2005 - November 2005
Constructora Erpo, SA January 2001 - May 2004
Deloitte & Touche July 1999 - November 2000
Education
The University of British Columbia 2004 — 2005
MBA, General Management
Instituto Tecnologico de Mexicali 1995 — 1999
BS, Accounting
The Potential Project April 2011 - Present
Changetech Consulting June 2006 - Present
Canada Health Infoway September 2003 - June 2006
Visiting Nurse Service of New York July 2001 - September 2003
Deloitte & Touche 1995 - 2001
The University of British Columbia May 1994 - May 1995
Canadian Mental Health Association, Ontario Division May 1990 - June 1993
Skills
Organizational..., Change Management, Courses, Private Sector, Healthcare, EHR, Organizational Change, Healthcare Consulting, Leadership Development, Management Consulting, Healthcare IT, Mentoring, Business Process..., Strategic Planning, Team Building, Training, Personal Development, Coaching, Leadership, Strategy, Healthcare Information..., Consulting, Employee Training, Organizational Design, Human Resources, Program Management, Management, Workshop Facilitation, Executive Coaching, Stakeholder Management, Culture Change, Management Development, Outsourcing, Executive Development
Education
The University of British Columbia 1993 — 1995
M. Sc., Organizational Behaviour
University of Toronto 1987 — 1991
B. Sc, Labour Management Relations, Mathematics
Lazard Middle Market LLC May 2015 - Present
Piper Jaffray & Co. May 2000 - October 2012
Piper Jaffray & Co. August 1993 - April 2000
Deloitte & Touche July 1985 - August 1991
Skills
Project Management, Management, Recruiting, College Recruiting, Finance, Accounting, Team Building, Talent Acquisition, Leadership, Strategy, Training, Onboarding, Microsoft Office, Taleo, Mergers & Acquisitions, Investment Banking
Education
The University of Chicago - Booth School of Business
MBA, Finance
University of Wisconsin-Eau Claire
BBA, Accounting
creative werks, llc January 2012 - Present
Navigant Capital Advisors 2006 - January 2012
Accretive Health 2005 - 2006
Deloitte & Touche 2003 - 2005
J.P. Morgan Securities 2001 - 2002
Bank of America 1996 - 1999
KPMG 1993 - 1995
Skills
Corporate Finance, Business Valuation, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Financial Reporting, Investments, Portfolio Management, Risk Management, Equities, Forecasting, Auditing, Process Improvement, Leadership
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance and Economics
University of Notre Dame 1989 — 1993
BBA, Accountancy
Crescendo Commercial Realty January 2008 - Present
Woodside Health, LLC December 2010 - Present
Allegro Realty Advisors 2001 - 2008
Deloitte & Touche January 1999 - June 2001
Cleveland Real Estate Partners January 1997 - January 1999
Skills
Real Estate, Real Estate Development, Real Estate Transactions, Corporate Real Estate, Location Intelligence, Asset Managment, Tenant Representation, Disposition, Leases, Investment Properties, Tenant, Brokerage, Due Diligence, Commercial Real Estate, Real Estate Economics, Landlord, Portfolio Management, Property Management, Financial Analysis, Lease Negotiations
Education
The University of Akron 1991 — 1996
BS, Finance
Forest City Enterprises February 2012 - Present
Forest City Enterprises March 2004 - February 2012
Deloitte & Touche January 2000 - March 2004
Education
Utica College
MBA
The University of Akron 1997 — 1999
BS, Accounting
Amazon June 2015 - Present
Amazon September 2014 - June 2015
Groupon June 2012 - April 2014
Citadel Investment Group October 2007 - October 2011
Citadel Investment Group September 2006 - October 2007
Deloitte & Touche June 2005 - September 2006
Deloitte & Touche January 2004 - June 2005
Skills
Business Process..., Project Management, Fixed Income, Strategy, Hedge Funds, Process Improvement, Business Process, Equities, Financial Risk, CRM, Financial Services, Sarbanes-Oxley Act, Investment Banking, Internal Audit, Trading, Management, Options, Enterprise Risk..., Sales Strategy, Sales Operations, New Product Launch, Start-ups, Financial Modeling, Business Strategy
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Finance, Entrepreneurship, Strategy
University of Oklahoma - Price College of Business 2001 — 2003
Bachelor of Business Administration, Finance, Accounting, MIS
The Indian High School - Dubai
Hexion Inc. May 2015 - Present
XPO Logistics, Inc. April 2014 - April 2015
Pacer International October 2012 - April 2014
Pacer International June 2012 - October 2012
Pacer International July 2011 - June 2012
Deloitte & Touche June 2005 - July 2011
Skills
Internal Controls, Accounting, SEC filings, Team Leadership, US GAAP, Financial Reporting, Corporate Fraud..., International Business, Internal Audit, Process Improvement
Education
The Ohio State University - The Max M. Fisher College of Business 2000 — 2005
Bachelor of Science (BS), Accounting and Finance
MRI Software LLC October 2013 - Present
MRI Software LLC 2003 - September 2013
Intuit 2003 - 2010
Trammell Crow Co. (CBRE) 1998 - 2002
Deloitte & Touche 1994 - 1998
Skills
Salesforce.com, Enterprise Software, Business Analysis, Software Implementation, SaaS, Program Management, Business Process, Microsoft SQL Server, Cloud Computing, Business Intelligence, CRM, Project Management, Visio, Business Process..., SharePoint, ERP, Software Project..., Databases, Solution Selling, Integration
Education
The Ohio State University - The Max M. Fisher College of Business 1976 — 1980
Bachelor of Science, Accounting
Adtran January 1996 - Present
Deloitte Consulting 1986 - 1993
Deloitte & Touche 1986 - 1993
Education
University of Alabama in Huntsville 1994 — 1998
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance
University of Utah 1980 — 1984
BA, Economics, German
The University of Kiel 1981 — 1981
Schein, Economics
Cardiome Pharma Corp January 2015 - Present
Ballard Power Systems April 2010 - December 2014
Ballard Power Systems Inc. July 2002 - April 2010
Deloitte & Touche 1999 - 2002
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounting, Financial Accounting, Financial Analysis, GAAP, Financial Modeling, Internal Audit, Managerial Finance, Forecasting, US GAAP, SEC filings, Planning Budgeting &...
Education
The University of British Columbia 1995 — 1999
Bachelor of Commerce (B.Com.), Accounting
Lucas Group March 2014 - Present
Align Strategic Partners August 2012 - February 2014
Robert Half International October 2007 - August 2012
Robert Half International June 1999 - October 2007
Scott Fetzer June 1996 - June 1999
Deloitte & Touche September 1993 - June 1996
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, SEC filings, Due Diligence, General Ledger, Mergers, Forecasting, Tax, Variance Analysis, Finance, Recruiting, Treasury, Sarbanes-Oxley Act, Business Planning, QuickBooks, Internal Audit, GAAP
Education
The Ohio State University - The Max M. Fisher College of Business 1989 — 1993
Bachelors Degree, Accounting
Fruth & Company, PLL June 2014 - Present
Kaiser Consulting November 2012 - June 2014
Cardinal Health January 2012 - November 2012
Cardinal Health October 2010 - January 2012
Deloitte September 2009 - September 2010
Deloitte & Touche September 2007 - September 2009
Fisher College of Business/Ohio State University 2003 - 2007
Skills
Audit, Accounting, SOX, Internal Controls, Internal Audit
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Master of Accounting, Bachelor of Science in Business Administration - Accounting
Ecova December 2010 - Present
Coinstar, Inc- Seattle, WA 2000 - 2010
Deloitte & Touche 1996 - 2000
PricewaterhouseCoopers LLP 1994 - 1996
Skills
Financial Modeling, Forecasting, Management, Program Management, Financial Analysis, New Business Development, Team Building, Process Improvement, Cross-functional Team..., Mergers & Acquisitions, Financial Reporting, Strategy, Vendor Management, Business Development, P&L Management, Leadership, Operations Management, Competitive Analysis, Executive Management, Budgets, Strategic Planning, Risk Management, Contract Negotiation, Start-ups, CRM, Pricing, Finance, Business Strategy, Business Process..., Management Consulting, Business Planning, Analysis, Due Diligence, P&L, Corporate Finance, Business Analysis, Analytics, Product Management, Accounting, Strategic Financial..., Internal Controls, Cash Management
Education
The University of Chicago Booth School of Business
MBA, Finance, Accounting
University of Washington
B.S., Engineering
KOLY & COMPANY, INC. CPAs PRESIDENTKOLY & COMPANY, INC.January 1996 - Present
Deloitte & Touche 1977 - 1982
Skills
Tax, Tax Preparation, Corporate Tax, Tax Returns, Income Tax, CPA, Small Business, Accounting, Tax Research, Internal Controls, Budgets, Tax Law, Investments, Partnership Taxation, Nonprofits, Financial Reporting, Tax Accounting, Financial Analysis, QuickBooks, IRS
Education
The University of Akron 1973 — 1978
Synchrony Financial April 2015 - Present
Banc of California June 2014 - April 2015
Farmington Bank June 2013 - June 2014
Webster Bank June 2009 - June 2013
Deloitte & Touche May 2002 - May 2009
Deloitte 2002 - 2009
Arthur Anderson 2000 - 2002
Arthur Anderson 2000 - 2002
Arthur Anderson 2000 - 2002
Skills
US GAAP, Financial Reporting, Auditing, GAAP, Accounting, CPA, Financial Accounting, Big 4, IFRS, Financial Analysis, Enterprise Risk..., External Audit, Revenue Recognition, Consolidation, FASB, IT Audit, Tax Accounting, Business Process..., Financial Audits
Education
The University of Connecticut School of Business 1995 — 2000
Master's degree, Accounting
The University of Connecticut 1994 — 2000
Bachelor of Science (B.S.), Accounting
Chemed Corporation May 2012 - Present
Chemed Corp July 2005 - May 2012
Deloitte 2002 - 2005
Deloitte & Touche 2002 - 2005
Arthur Andersen LLP 1993 - 2001
Skills
SEC filings, Financial Reporting, Accounting, Internal Controls, Sarbanes-Oxley Act, Sarbanes-Oxley, GAAP, Financial Analysis, US GAAP, Auditing, Financial Statements, Managerial Finance, Forecasting, Management, Process Improvement, SEC Filings, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2008
MBA
University of Cincinnati College of Business 1988 — 1993
BBA, Accounting
JPMorgan Chase May 2014 - Present
Northern Trust September 2013 - May 2014
Northern Trust July 2010 - September 2013
Northern Trust December 2007 - June 2010
LaSalle Bank June 2006 - December 2007
Deloitte & Touche September 2002 - June 2006
Bank One 2002 - 2002
Skills
Enterprise Risk..., Basel II, Operational Risk, Financial Risk, Operational Risk..., Risk Management, Financial Analysis, Fixed Income, Banking, Equities, Analytics, Process Improvement, Business Continuity, Program Management, Governance
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Economics, Econometrics and Statistics, General Management
University of Miami - School of Business 1997 — 2001
Bachelor's of Business Administration, Computer Information Systems
Archbishop Alter High School 1993 — 1997
United Technologies Aerospace Services (Hamilton Sundstrand) September 2013 - Present
Sikorsky Military Systems 2011 - October 2013
United Technologies Corp November 2007 - 2011
UTC - Corporate HQ 2007 - 2011
Deloitte October 2002 - October 2007
Deloitte & Touche 2001 - 2007
Keefe, Bruyette & Woods July 2000 - June 2001
Northeast Utilities 1998 - 2000
Edward Jones February 1996 - March 1998
Skills
Internal Controls, Financial Reporting, Accounting, Financial Analysis, Auditing, Finance, Financial Modeling, Process Improvement, Management, Analysis, US GAAP, Sarbanes-Oxley Act
Education
The University of Connecticut School of Business 2000 — 2002
MBA, Accounting and Finance
University of Connecticut 1992 — 1995
BA, Economics and English
Cornerstone Research 2008 - Present
Cornerstone Research 2007 - 2007
University of Chicago Booth School of Business 2007 - 2007
Deloitte 2003 - 2006
Deloitte & Touche 2002 - 2002
University of Texas at Austin 2002 - 2002
Brinker International 2000 - 2000
Skills
Financial Modeling, Competitive Analysis, Valuation, Accounting, Mergers & Acquisitions, Research, Data Analysis, Forecasting, Financial Analysis, Cross-functional Team..., Due Diligence, Private Equity, Staff Development, Corporate Finance, Financial Reporting, Financial Accounting, Economics, Corporate Governance, Internal Controls, Auditing, Learning and Development, Business Strategy, Analysis, Leadership
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2002
MPA
The University of Texas at Dallas 1999 — 2001
B.S.
Westgate Financial Group LLC 1993 - Present
PricewaterhouseCoopers 1990 - 1993
Deloitte & Touche 1988 - 1990
Prudential Capital 1977 - 1987
Skills
Middle Market, Private Equity, Investment Banking, Divestitures, Corporate Finance, Growth Capital, Capital, Acquisitions, Private Placements, LBO, Debt, Venture Capital
Education
The University of Chicago - Booth School of Business 1975 — 1977
MBA, Specialization in Finance, concentrations in Accounting and Marketing
St. Lawrence University 1971 — 1975
BA, Economics and Mathematics
Miramax November 2013 - April 2015
Mirada Studios July 2013 - October 2013
Deloitte & Touche September 2010 - July 2013
Disney ABC Television Group January 2009 - August 2009
Skills
Accounting, Financial Reporting, Auditing, US GAAP, Internal Controls, Finance, GAAP, CPA, External Audit, Financial Accounting, Big 4
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business
B.S., Accounting
Bellwether Enterprise Real Estate Capital, LLC March 2015 - Present
PNC Financial Services June 2008 - March 2015
National City Bank January 2000 - June 2008
National City Bank December 1997 - January 2000
Howard, Wershbale & Co. 1995 - 1997
Howard, Wershbale & Co. 1995 - 1997
Howard, Wershbale & Co. 1995 - 1997
Deloitte & Touche 1993 - 1995
Skills
Strategy, Financial Analysis, Strategic Financial..., Forecasting, Financial Modeling, Banking, Risk Management, Loans, Analysis, Budgets, Finance, Auditing, Analytics, Leadership, Commercial Banking, Asset Management, Credit, Treasury Management, Portfolio Management, Mergers & Acquisitions, Cash Management
Education
The University of Akron 1988 — 1993
TELUS Communications December 2009 - Present
LML Payment Systems Inc May 2008 - January 2010
Deloitte November 2006 - May 2008
Deloitte & Touche 2005 - 2008
Deloitte January 2006 - November 2006
Education
The University of British Columbia 1997 — 2004
BCom, Accounting
Travelers November 2013 - Present
Phoenix Life Insurance Company November 2009 - November 2013
Deloitte & Touche September 2003 - November 2009
Deloitte & Touche September 2003 - November 2009
Deloitte & Touche September 2003 - November 2009
Deloitte & Touche September 2003 - November 2009
Deloitte & Touche September 2003 - November 2009
Skills
Financial Reporting, SEC filings, Auditing, Accounting
Education
The University of Connecticut School of Business 2005 — 2011
Master of Business Administration, Finance & Marketing Intelligence
New York University - Leonard N. Stern School of Business 1999 — 2003
Bachelor of Business Science, Accounting, Economics
Deloitte & Touche September 2006 - Present
Bank of Canada August 2004 - August 2006
Education
The University of British Columbia 2001 — 2004
Deloitte & Touche Senior AuditorDeloitte & Touche Audit Services2006 - Present
Education
The Ohio State University Fisher College of Business 1999 — 2004
Royal Bank of Scotland April 2012 - Present
Royal Bank of Scotland November 2009 - Present
Sophie Bock Realty 2009 - 2012
JPMorgan Hedge Fund Services July 2008 - November 2009
Deloitte & Touche September 2005 - June 2008
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, External Audit, Due Diligence, US GAAP, IFRS, GAAP, Analysis, Financial Services
Education
The University of Connecticut School of Business 2001 — 2005
Deloitte & Touche September 2008 - Present
Wendys International January 2008 - August 2008
Tween Brands June 2006 - December 2007
Skills
Auditing, SEC filings, Internal Audit, Accounting, Internal Controls, US GAAP
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
BSBA/MAcc, Accounting
The Ohio State University
Bank of the West September 2010 - Present
Deloitte & Touche November 2008 - August 2011
Cinnamon Jang Willoughby & Co January 2002 - October 2008
PricewaterhouseCoopers Malaysia June 1998 - June 2000
Education
The University of British Columbia
Entertainment Cruises 1997 - Present
Austenal Dental Products 1992 - 1997
Deloitte & Touche 1986 - 1992
Skills
Budgets, Hospitality, Financial Analysis, Forecasting, Hospitality Management, Hospitality Industry, Hotels, Revenue Analysis, Strategic Planning
Education
University of Chicago Graduate School of Business 1990 — 1992
MBA, Finance, Quality
Elmhurst College 1983 — 1986
BS, Accounting, minor Spanish
BCIT June 2013 - Present
BCIT January 2005 - Present
Deloitte & Touche 1991 - 2000
Skills
Teamwork, Time Management, Tax Accounting, Customer Service, Microsoft Excel, Microsoft Office, Tax
Education
Institute of Chartered Accountants of BC 1991 — 1994
CA
The University of British Columbia 1987 — 1991
Bachelor, Commerce
Burnaby South Secondary
Deloitte & Touché September 2013 - Present
Deloitte & Touche January 2009 - August 2013
Fisher College of Business/Ohio State University April 2008 - December 2008
Abercrombie & Fitch September 2006 - December 2007
Skills
Sarbanes-Oxley Act, Financial Accounting, Auditing, Accounting, Financial Reporting, Financial Analysis, SEC filings, US GAAP, Internal Controls, CPA, External Audit, GAAP, Sarbanes-Oxley, Financial Statements, Big 4, Internal Audit, Financial Audits, SEC Filings
Education
The Ohio State University Fisher College of Business 2008 — 2008
Masters, Accounting
The Ohio State University Fisher College of Business 2004 — 2008
BSBA, Accounting, Spanish
Precision Component Industries LLC September 1999 - Present
Nestle USA 1996 - 1999
Deloitte & Touche 1988 - 1997
Skills
Manufacturing, Product Development, Lean Manufacturing, Strategic Planning, Team Building, Continuous Improvement, Process Improvement, Operations Management
Education
The University of Akron 1984 — 1988
BS, Accounting
Fibre-Craft, LLC February 2015 - Present
Fibre-Craft Materials Corp. April 2014 - February 2015
Commercial Recovery Associates, LLC January 2010 - February 2014
Alan Friedman Consulting, LLC January 2001 - December 2009
Commercial Recovery Associates, LLC 2007 - 2009
McIntyre Group, Ltd 1992 - 1999
Intech EDM 1990 - 1992
Alan Friedman, C.P.A. 1980 - 1990
Deloitte & Touche 1976 - 1980
American National Bank 1972 - 1976
Skills
Financial Analysis, Private Equity, Venture Capital, Capital Markets, Asset Based Lending, Valuation, Turn Around Management, Insurance, Loans, Management Consulting, Restructuring, Strategic Planning, Corporate Finance, Mergers, Finance, Business Strategy, Corporate Development, Debt Restructuring, Change Management, Portfolio Management, Business Process..., Financial Reporting, Business Planning, Due Diligence, Business Valuation, Financial Modeling, Entrepreneurship, Mergers & Acquisitions, Strategy, Risk Management, Investment Banking, Start-ups, Executive Management, Acquisition Integration, Cash Flow, Divestitures, LBO, Financial Structuring, Investments, M&A experience, Acquisitions, Structured Finance, Capital, Middle Market, Capital Raising, Funding, Project Finance, mergers and acquisitions, Working Capital..., Joint Ventures
Education
The University of Chicago Booth School of Business 1975 — 1978
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1967 — 1971
BSEcon, Finance, accounting
Bruner Cox LLP January 2005 - Present
Healthcare Financial Management Association (HFMA) 2006 - 2015
Deloitte & Touche 1986 - 1994
Skills
Auditing, Accounting, Government Auditing..., Healthcare, Non-profits, Internal Controls, Analysis, Nonprofits, Strategic Financial..., Not for Profit, CPA, Financial Reporting, Strategic Planning, Financial Accounting, Yellow Book, GAAP, Tax Preparation, Cash Flow, Due Diligence, Management Consulting, Payroll, Financial Audits, Income Tax, Access, International Tax, Forecasting, QuickBooks, Financial Statements, Budgets, Assurance, US GAAP, Corporate Tax, Process Improvement, Fixed Assets, Financial Analysis, PowerPoint, Accountants, Account Reconciliation, Bookkeeping, Employee Benefits, Microsoft Excel, Journal Entries, Cost Accounting, Partnership Taxation, General Ledger, Microsoft Word, Tax, Sarbanes-Oxley, Mergers & Acquisitions, SEC filings
Education
The University of Akron 1983 — 1986
Bachelor of Science (BS), Accounting
St Vincent St Mary
H&M Financial Advisors, LLC January 2000 - Present
Holbrook & Manter December 1982 - Present
Holbrook & Manter December 1982 - Present
Holbrook & Manter December 1982 - Present
Deloitte & Touche September 1979 - December 1982
Producers Livestock Association June 1976 - August 1979
Skills
Financial Planning, Mergers, Investment Advisory, Estate Planning, Tax, Strategic Financial..., Budgets, Mergers & Acquisitions, Financial Planners, High Net Worth..., Strategic Planning, CPA, Accounting, Finance, Financial Analysis, Financial Reporting, Auditing, Corporate Tax, GAAP, Internal Controls, Tax Preparation, Financial Accounting
Education
The Ohio State University Fisher College of Business 1972 — 1976
B.S., Business Administration - Accounting Major
Retired April 2014 - Present
Janet S Maley CPA September 1990 - April 2014
deloitte & touche 1980 - 1992
Education
The University of Connecticut School of Business
BS, Accounting
Microsoft July 2015 - Present
Microsoft July 2014 - July 2015
Microsoft July 2013 - June 2014
Lazada August 2012 - September 2012
Grow-Trees.com (United Nations) June 2010 - August 2011
Rothschild June 2008 - June 2010
Deloitte & Touche May 2007 - July 2007
Skills
Financial Modeling, Strategy, Entrepreneurship, Business Strategy, New Business Development, Project Management, Valuation, Forecasting, Mergers & Acquisitions, Business Development, Analysis, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Strategy, Entrepreneurship, Managing People & Organizations
H.R.College (Mumbai University) 2005 — 2008
Bachelor of Commerce, Finance, General, Dean's list, Academic Excellence
Cathedral & John Connon School 1992 — 2003
ICSE, Business/Commerce, General, A
Ascent Private Capital Management July 2012 - Present
US Bank September 2006 - July 2012
Deloitte & Touche August 1997 - September 2006
private law practice August 1989 - July 1997
Skills
Strategic Financial..., Tax, Wealth Management..., Estate Planning, Asset Managment, Investment Advisory, Asset Protection, Succession Planning, Wealth, Trusts, Risk Management, Corporate Law, Small Business, Strategy, Asset Management, Financial Planning, Financial Planners, Banking, Financial Analysis, Wealth Management
Education
The Ohio State University Moritz College of Law 1986 — 1989
J.D.
University of Cincinnati 1982 — 1986
B.A., Economics
Cypress Lake
GE Capital December 2013 - March 2014
AEA Investors LP July 2012 - October 2012
PineBridge Investments November 2011 - June 2012
Siguler Guff & Company August 2011 - October 2011
Forum Partners February 2008 - July 2010
Deloitte & Touche 2005 - 2008
Skills
Microsoft Excel, Fund Accounting, Financial Reporting, Accounting, Internal Controls, Financial Analysis, Auditing, Corporate Finance, US GAAP, Private Equity, Valuation, Sarbanes-Oxley Act, Equities, Asset Management, QuickBooks
Education
The University of Connecticut School of Business 2002 — 2004
BS, Accounting
Peoples Trust November 2014 - Present
Peoples Card Services January 2011 - October 2014
TELUS Communications March 1997 - December 2010
Vancity September 2007 - October 2008
BC Hydro 1993 - 1997
Deloitte & Touche 1987 - 1993
Skills
Financial Modeling, Strategic Financial..., Business Case, Financial Reporting, Financial Statement..., Managerial Finance, Forecasting, Cognos, Finance, Cash Management, Financial Accounting, Financial Statements, Enterprise Risk..., Accounting, Financial Analysis, Strategic Planning, Internal Audit, Business Analysis, Management, Banking, Financial Planning
Education
The University of British Columbia 1982 — 1987
B Comm, Accounting
Institute of Chartered Accountants
CA, CISA
SS&G June 2000 - Present
Greene and Wallace 1984 - June 2000
Deloitte & Touche 1977 - 1982
Education
The Ohio State University Fisher College of Business 1974 — 1977
BA and MA, BA accounting MA finance
Nationwide Insurance April 2012 - Present
Nationwide Insurance February 2011 - April 2012
Nationwide Insurance January 2009 - February 2011
Deloitte & Touche September 2007 - December 2008
Deloitte & Touche May 2006 - July 2006
Skills
Sarbanes-Oxley Act, Analysis, Financial Analysis, Financial Accounting, Financial Reporting, Financial Modeling, Internal Controls, Financial Audits, GAAP, Accounting, Insurance, Variance Analysis, Finance, Investments, Auditing, CPA
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
MBA, Finance, Investments
University of Notre Dame 2003 — 2007
BBA, Accountancy
Myers Industries November 2013 - Present
Myers Industries January 2011 - November 2013
Myers Industries January 2010 - December 2010
Myers Industries July 2008 - December 2009
GrafTech International February 2006 - July 2008
Diebold July 2004 - January 2006
Noveon February 2004 - July 2004
Deloitte & Touche January 1999 - February 2004
Education
The University of Akron 1994 — 1998
BS, Accounting
Plante Moran July 2015 - Present
Deloitte & Touche June 2012 - Present
Hotta Liesenberg Saito LLP December 2009 - May 2012
Skills
Tax, Financial Analysis, Financial Reporting, Corporate Tax, Income Tax, Internal Controls, GAAP, Accounting, Auditing, Tax Accounting, US GAAP, Certified Public...
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2009
Dual degree, Accounting, Political Science
Deloitte & Touche August 2007 - Present
Deloitte 2007 - Present
Deloitte & Touche LLP 2006 - 2010
Skills
Auditing, External Audit, Internal Controls
Education
The University of Connecticut School of Business
Deloitte September 2012 - Present
Deloitte & Touche September 2010 - August 2012
Skills
Financial Modeling, Social Media, Analytics, Management Consulting, Data Analysis, Financial Analysis, Business Analysis, Microsoft Office, Valuation, Microsoft Word, Internal Audit, Corporate Finance, Business Process..., Market Research, Microsoft Excel
Education
The University of Connecticut School of Business 2007 — 2009
BS, Finance
Solido Financial & Solido Insurance July 2012 - Present
Western & Southern Financial Group May 2007 - July 2012
Nuveen Investments June 2000 - April 2007
Deloitte & Touche September 1998 - June 2000
Skills
401k, Wealth Management, Employee Benefits, Valuation, Finance, Fixed Annuities, Equities, Alternative Investments, Strategic Planning, Process Improvement, Due Diligence, Mergers & Acquisitions, Life Insurance, Forecasting, Financial Reporting
Education
The University of Chicago - Booth School of Business
MBA, Analytical Finance, Finance, Accounting
University of Notre Dame
BBA, Accounting
St. Xavier High School
JF Lotz Accounting and Finance January 2011 - Present
Contech 2009 - 2011
LECG February 2006 - October 2009
AGC Automotive U.S. 2000 - 2005
Tokheim 1997 - 2000
VF Corporation 1992 - 1994
Deloitte & Touche 1986 - 1990
Skills
Financial Reporting, Internal Controls, Financial Accounting, Managerial Finance, Mergers, Accounting, Process Improvement, Cost Accounting, Sarbanes-Oxley Act, Auditing, Financial Analysis, Mergers & Acquisitions, Forecasting, Internal Audit, Strategic Financial..., Financial Modeling, Management, Due Diligence, Restructuring, Risk Management, Corporate Tax, Budgets, Cash Flow, Tax, General Ledger, Finance, Corporate Finance, Business Process..., ERP, Financial Planning
Education
The University of Akron 1980 — 1988
Accounting
KVCc
Portage Northern
Coldwell Banker Premier Properties August 2011 - Present
Deloitte & Touche August 2002 - June 2009
Financial Accounting Standards Board June 1993 - July 2002
Skills
Accounting policies and..., Financial Accounting, Small Business..., financial statement..., Accounting systems, Full Charge bookkeeping, Strategic Planning, Real Estate, Information Security..., accounting operations, Technical Writing, Editing, Project Planning, MS Project, Project Coordination, International Project...
Education
University of North Carolina at Greensboro 2009 — 2011
Post-baccalaureate Certificate, Information Technology: Assurance, Security, and Privacy
The University of Connecticut School of Business 1988 — 1993
Bachelor of Science, Accounting
Cameron & Company January 1991 - Present
Deloitte & Touche September 1985 - December 1990
Skills
Accounting, Financial Reporting, Tax, CPA, Auditing, Tax Preparation, Internal Controls, Income Tax, Corporate Tax, Financial Accounting
Education
The University of British Columbia 1980 — 1985
BComm, Accounting
415 Group January 1994 - Present
Deloitte & Touche 1990 - 1993
Ernst & Young 1987 - 1990
Ernst & Young 1984 - 1987
Skills
Corporate Tax, Auditing, Income Tax
Education
The University of Akron
Masters in Taxation, Taxation
The University of Akron 1980 — 1984
B.S., Accounting
Deloitte & Touche January 2006 - Present
ALPFA Hartford February 2008 - October 2013
Education
The University of Connecticut School of Business 2005 — 2005
MS, Accounting
University of Connecticut 2001 — 2005
BS, Accounting
NiSource 2009 - Present
Deloitte & Touche June 2003 - September 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, Financial Reporting, Accounting, SEC filings, Financial Analysis, US GAAP, Enterprise Risk..., Financial Accounting, IT Audit, IFRS, Business Process...
Education
The Ohio State University - The Max M. Fisher College of Business 1997 — 2003
B.S.B.A., Accounting
JPMorgan Chase November 2013 - Present
Deloitte & Touche October 2007 - November 2013
Deloitte LLP November 2007 - November 2010
Deloitte & Touche October 2004 - October 2007
Deloitte & Touche 2000 - 2004
Schneider Downs 1998 - 2000
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Reporting, Auditing, Accounting, External Audit, Financial Analysis, GAAP, IFRS, Financial Accounting, Internal Audit, CPA, Big 4, Assurance, Enterprise Risk..., Financial Modeling, Management Consulting, Credit Risk, Capital Raising
Education
The Ohio State University Fisher College of Business 1992 — 1998
B.S., Business Administration, Accounting, Criminology
JBT Corporation April 2008 - Present
Self-employed investor June 2005 - March 2008
Citigroup May 2000 - May 2005
FMC Corporation August 1997 - April 2000
FMC Corporation March 1996 - July 1997
FMC Corporation September 1994 - February 1996
Deloitte & Touche September 1989 - September 1994
Skills
Treasury Management, Foreign Exchange, Banking, Risk Management, FX Options, Cash Management, Financial Modeling, Trading, Trade Finance, Financial Analysis
Education
The University of Chicago Booth School of Business 1997 — 1999
M.B.A., Finance, Management
University of California, Los Angeles 1985 — 1989
B.S., Economics/Accounting
Suffield High
Nationwide Insurance March 2011 - Present
Nationwide Insurance August 2008 - March 2011
Deloitte & Touche August 2001 - September 2008
Skills
Insurance, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Auditing, GAAP, Financial Analysis, SEC filings, Statutory Accounting, Recruiting, Employee Training, Development Of Employees, Professional Mentoring, Project Coordination
Education
The Ohio State University - The Max M. Fisher College of Business 1996 — 2001
Bachelor, Accounting
FCBC Walnut August 2009 - Present
Deloitte & Touche September 2004 - August 2006
Skills
Community Outreach, Leadership Development, Public Speaking, Microsoft Office, Event Planning, Microsoft Excel, Nonprofits, Teaching, PowerPoint, Strategic Planning, Budgets, Research
Education
The Southern Baptist Theological Seminary 2013 — 2016
Doctor of ministry, Biblical counseling
The Master's Seminary 2006 — 2009
Master's degree, Divinity/Ministry
University of California, Los Angeles 1999 — 2004
BA, Business Economics, minors in Spanish, Accounting, and Computer programming
Bank of America 2014 - Present
Rovi 2014 - 2014
Ernst & Young 2013 - 2014
Houlihan Lokey 2011 - 2012
Deloitte & Touche 2010 - 2010
Raymond James 2009 - 2009
Skills
Financial Modeling, Investment Banking, Valuation, Business Valuation, Capital IQ, Financial Analysis, Corporate Finance, Investments, Auditing, Analysis, Management
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2011
Master of Accounting, Finance & Accounting
The Ohio State University - The Max M. Fisher College of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Accounting Minor: Economics
AEC International January 2011 - Present
Deloitte & Touche January 2001 - August 2008
Shoppers Drug Mart 1998 - 2001
Skills
Real Estate, Valuation, Landlords, Property Tax, Tax, Corporate Real Estate, Real Property, Commercial Real Estate, Real Estate Economics, Due Diligence, Appraisals, Real Estate Development, Leases, Real Estate Transactions, Negotiation
Education
Institute of Municipal Assessors
Seneca College of Applied Arts and Technology
The University of British Columbia
Chornyak & Associates, Ltd. May 2012 - Present
Merrill Lynch May 2010 - May 2012
Chornyak & Associates, Ltd. Financial Planning Consultants December 2008 - June 2010
Deloitte & Touche August 2007 - December 2008
Education
The Ohio State University Fisher College of Business
Accounting
Portfolio Advisors January 2014 - Present
Credit Suisse August 2001 - December 2013
Heller Financial July 1997 - August 1999
Deloitte & Touche August 1994 - July 1997
Skills
Alternative Investments, Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Private Equity, Underwriting, Valuation, Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Notre Dame 1990 — 1994
BBA, Accounting
Taseko Mines Limited September 2013 - Present
Yukon Zinc Corporation 2010 - January 2013
Quadra FNX Mining Ltd. 2007 - 2010
Cumberland Resources Ltd. 2004 - 2007
Deloitte & Touche 2000 - 2004
Education
Institute of Chartered Accountants of BC
CA
The University of British Columbia 1990 — 1994
Bachelor of Commerce (B.Com.), Finance
Deloitte & Touche 2002 - Present
Skills
External Audit, Internal Controls, Big 4, IFRS, Auditing, GAAP, Assurance, Internal Audit, Financial Reporting
Education
CA School of Business 2005 — 2007
CA, Accounting
The University of British Columbia 1996 — 2000
BA, History, English
J Wells & Co February 2013 - Present
Deloitte & Touche February 2008 - December 2012
TIO Young Professionals Association March 2009 - March 2011
Buschlen Mowatt Galleries November 2004 - November 2007
Dr. Yu Jui-Feng May 1999 - May 2006
CHIMO Crisis Services 2003 - 2005
Skills
Engish, Mandarin, Financial Reporting, Tax, Income Tax, Financial Statements, Budgets, Corporate Tax, Accounts Receivable
Education
The University of British Columbia / UBC 1999 — 2003
Bachelor of Commerce, Accounting
AICPA
CPA (WA) designation
CGA
CGA designation
Deloitte & Touche January 2007 - Present
Skills
US GAAP, Internal Controls, SEC filings, Private Equity, Auditing, Sarbanes-Oxley Act, Financial Reporting, IFRS, International Tax, SEC Filings, Financial Analysis, Corporate Finance, Accounting, Management, GAAP
Education
The University of Connecticut School of Business 2006 — 2007
MS, Accounting
The University of Connecticut 2002 — 2006
BA, Economics
The University of Connecticut School of Business 2002 — 2006
BS, Accounting