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
GE Capital December 2006 - Present
Philips Healthcare April 2005 - December 2006
Intel January 2001 - April 2005
Deloitte & Touche December 1997 - December 2000
Skills
Program Management, Management Consulting, Sales, Credit, Financial Analysis, Business Strategy, Auditing, Finance, Financial Services, Selling, Process Improvement, Healthcare, Forecasting, Financial Modeling, Strategic Planning, Financial Reporting, Management, Sales Management, Team Building, Leases, Loans, Executive Management, Strategic Financial..., Risk Management, Banking, Strategy, Business Planning, Cross-functional Team..., Budgets, Leadership
Education
University of Washington, Michael G. Foster School of Business 2002 — 2004
MBA, Finance, General
Brigham Young University 1994 — 1997
BS, Accounting
Sunset High School 1989 — 1992
Deloitte & Touche January 1996 - Present
Skills
Sarbanes-Oxley Act, US GAAP, Internal Controls, Business Process..., GAAP, IT Audit, Management Consulting, Internal Audit, Mergers & Acquisitions, Sarbanes-Oxley, Enterprise Risk..., Due Diligence, Governance, Auditing, CPA, Financial Reporting, Risk Management, Accounting, Financial Accounting, SEC filings
Education
Bowling Green State University 1992 — 1995
Bachelor of Science (BS) - Business Administration, Accounting, Management Information Systems
Highland Capital Management, L.P. February 2015 - Present
Highland Capital Management, L.P. February 2014 - February 2015
Highland Capital Management, L.P. October 2011 - February 2014
Deloitte & Touche September 2010 - October 2011
Larson & Rosenberger January 2010 - June 2010
Skills
Financial Reporting, US GAAP, Partnership Accounting, Hedge Funds, Fixed Income, Microsoft Office, Visual Basic, Project Management, SharePoint, Structured Products, CLO, Financial Analysis, Accounting, Financial Modeling, Bloomberg, Advent Geneva, Korean, Performance Measurement, Leveraged Finance, High Yield Bonds, Private Equity
Education
Brigham Young University 2003 — 2009
BA, Master's in Accounting, Accounting
Friends of Animal Care & Control June 2014 - Present
Accelerated Consulting Group 2009 - Present
Julia Baker Confections 2012 - 2013
Vensure Employer Services 2009 - 2012
Schmidt Westergard & Company, PLLC 2008 - 2011
Arete Sleep Health 2004 - 2007
Resources Connection 2003 - 2004
IntelliCommunities 2000 - 2003
Osage Systems Group 1998 - 2000
Deloitte & Touche 1992 - 1997
Skills
Compliance, Strategic Planning, Auditing, Financial Reporting, Negotiation, Budgets, Mergers & Acquisitions, Start-ups, Leadership, Finance, Human Resources, Operations Management, Project Management, Team Management, Process Improvement, Executive Management, GAAP, Managerial Finance, Management Consulting, Training, Program Management
Education
Training Cesar's Way 2013 — 2013
The Fundamentals of Dog Behavior & Training
Institute for Leadership Fitness 2011 — 2011
The Fit Leader's Program
Predictive Index Worldwide 2006 — 2006
Predictive Index Management Workshop
University of Phoenix 2000 — 2002
MBA, Business
Bowling Green State University 1988 — 1992
BSBA, Accounting
Anglepoint Inc. May 2014 - Present
Deloitte & Touche August 2011 - May 2014
Deloitte August 2009 - August 2011
Deloitte January 2008 - August 2009
KPMG May 2007 - August 2007
Nuskin Enterprises July 2004 - May 2007
Skills
Licensing, Royalties, Compliance, Project Management, Technology, Vendor Relationships, Auditing, Contract Compliance, Analysis, Financial Modeling, Management, CRM, IT Audit, Financial Analysis, Process Improvement, Management Consulting, Data Analysis, Finance, Business Process..., Leadership, Sarbanes-Oxley Act, Internal Audit
Education
Brigham Young University 2001 — 2007
BS Business Management, Finance
CampusLogic June 2014 - Present
Boomerang Capital Partners September 2011 - August 2014
CampusLogic January 2011 - September 2013
ProfitKeeper January 2011 - April 2013
Deloitte & Touche September 2008 - January 2011
Brigham Young University August 2007 - September 2008
Skills
Financial Reporting, Accounting, Auditing, Finance, SEC filings, Financial Analysis, Mergers, Revenue Recognition, Commercial Real Estate, Asset Management, Budgets, GAAP, Real Estate Economics, Real Estate Financing, Financial Statements, Financial Audits, Forecasting, Mergers & Acquisitions, Financial Modeling, Due Diligence, Corporate Governance, Risk Management, Strategic Planning
Education
Brigham Young University
BS, Accounting
Medway Foundation for Education 2006 - Present
Argent Wealth Management February 1999 - Present
Strata Bank 2002 - 2009
CML Group, Inc. November 1991 - February 1999
Deloitte & Touche September 1983 - November 1991
Skills
Investment Advisory, Strategic Financial..., Estate Planning, Financial Services, Tax, Financial Planners, Asset Management, Investment Management, Asset Allocation, Finance, Due Diligence, Wealth Management, Management, Financial Planning, Mergers & Acquisitions, Mutual Funds, Strategic Planning, Financial Analysis, Investments, Private Equity, Strategy, Alternative Investments, Financial Modeling, Portfolio Management, Estate Tax Planning
Education
Boston University School of Law 1984 — 1989
LLM - Taxation
New England School of Law 1980 — 1983
Doctor of Law (JD), Law
SUNY Albany 1976 — 1980
BS, Economics
Northport High School 1975 — 1976
Creighton University April 2014 - Present
Mississippi State University August 2010 - April 2014
Xactware July 2009 - July 2010
Brigham Young University September 2007 - May 2009
Deloitte & Touche June 2008 - August 2008
Nu Skin Enterprises April 2007 - September 2007
Utah Construction Personnel August 2006 - April 2007
Moneyline Lending LLC May 2005 - July 2006
Skills
Documentation, Servers, Data Analysis, Access, Visio, SQL, Oracle, Excel, Word, Windows 7, Apple, Java, Python, VBA, VB, Microsoft Word, Microsoft Excel, Software Documentation, Visual Basic
Education
Mississippi State University 2010 — 2014
Doctor of Philosophy (Ph.D.), Information Systems, 4.0
Brigham Young University 2002 — 2009
MISM, Information Systems
Invacare February 2011 - Present
Bowling Green State University August 2008 - Present
Invacare June 2009 - February 2011
PwC 1999 - June 2009
PricewaterhouseCoopers Cleveland 1999 - June 2009
PricewaterhouseCoopers 1999 - 2009
Deloitte & Touche 1992 - 1999
Deloitte 1992 - 1997
Skills
Process Improvement, Internal Audit, Manufacturing, Risk Management, Sarbanes-Oxley Act, Finance, Accounting, Auditing, Business Process..., Internal Controls, Financial Reporting, Financial Analysis, Enterprise Risk..., Management Consulting, Mergers & Acquisitions, Forecasting
Education
Bowling Green State University 1988 — 1992
Buckeye
Buckeye
Protiviti September 2015 - Present
Deloitte & Touche January 2001 - September 2015
Skills
Internal Audit, Internal Controls, Risk Assessment, Auditing, Risk Management, Data Analysis, CISA, CPA, Enterprise Risk..., Financial Services, Governance, Management
Education
Bowling Green State University 1998 — 2000
MBA
Ortho Development February 1999 - Present
Deloitte & Touche 1996 - 1999
Skills
Risk Management, Orthopedic, Team Building, Insurance, FDA, Financial Reporting, Forecasting, Medical Devices, Accounting, Budgets, Microsoft Office, Internal Controls, Mergers & Acquisitions, Financial Analysis, Auditing, Process Improvement, Sarbanes-Oxley Act, Financial Accounting
Education
Brigham Young University 1989 — 1995
Master of Accountancy, Accounting
Experis Finance April 2015 - Present
Experis Finance (fka Jefferson Wells) June 2010 - Present
Jefferson Wells June 2004 - June 2010
PricewaterhouseCoopers November 1997 - May 2004
Golden Star Resources November 1994 - November 1997
Cyprus Amax Minerals March 1994 - November 1997
Coopers & Lybrand November 1991 - March 1994
Deloitte & Touche May 1989 - November 1991
Skills
COSO, SEC filings, Sarbanes-Oxley Act, US GAAP, Technical Accounting..., Finance Transformation, IPO Support, Board Consultations, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley, Internal Controls, SOX 404, Consolidation, Revenue Recognition, IFRS, External Audit, GAAP, CPA, Assurance, Acquisition Integration, Financial Audits, Financial Statements, SOX Compliancy, Consolidated Financial...
Education
Boston University Questrom School of Business 1985 — 1989
BSBA, Accounting & Finance
GE Lighting April 2014 - Present
General Electric January 2010 - April 2014
Panther Expedited Services March 2006 - December 2009
General Electric 2004 - 2006
General Electric 2002 - 2004
General Electric 1999 - 2002
Cincinnati Milacron 1997 - 1999
Deloitte & Touche 1991 - 1997
Skills
Management, Process Improvement, Leadership, Cross-functional Team..., Acquisition Integration, Strategic Financial..., Finance, Forecasting, Managerial Finance, Six Sigma, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Business Strategy, Analysis, Strategy, Financial Modeling, Mergers, Operations Management, Strategic Planning, Corporate Finance, Manufacturing, Financial Planning, Due Diligence
Education
Xavier University - Williams College of Business 1997 — 1999
MBA
Bowling Green State University 1986 — 1991
BSBA
SGS 2015 - Present
Chipotle Mexican Grill April 2011 - 2014
Insituform October 2009 - April 2011
Corporate Express July 2006 - October 2009
Corporate Express March 2004 - July 2006
Corporate Express August 2001 - March 2004
Corporate Express June 1999 - July 2001
Deloitte & Touche August 1997 - June 1999
Skills
Process Improvement, CPA, Finance, Financial Modeling, Analysis, Strategic Financial..., Financial Analysis, Financial Reporting, Accounting, Mergers & Acquisitions, Auditing, Budgets, Forecasting, Sarbanes-Oxley Act, Cross-functional Team..., Strategic Planning, Internal Controls, SEC filings, Managerial Finance, P&L, Financial Planning
Education
Brigham Young University 1991 — 1997
BS & Masters, Accounting
PricewaterhouseCoopers June 2010 - Present
HCL America Inc. November 2008 - June 2010
Deloitte Consulting LLP December 2006 - November 2008
Deloitte & Touche March 2005 - December 2006
Deloitte & Touche June 2004 - August 2004
Tata Motors June 2001 - July 2003
Skills
Business Strategy, Mergers, Outsourcing, Program Management, Strategy, Change Management, Due Diligence, Corporate Development, Financial Services, Strategic Alliances, Strategic Sourcing, Relationship Management, Quantitative Analytics, Supplier Evaluation, Management Consulting, Mergers & Acquisitions, Management, Business Process, Strategic Partnerships, IT Strategy, Business Transformation, Leadership, Private Equity, Integration
Education
Genesis Park (http://www.pwc.com/genesispark) 2014 — 2014
PwC's Global Leadership Program, Shanghai, China, Amsterdam, The Netherlands and San Jose, US
Brigham Young University 2003 — 2004
Masters of Information Systems Management, Marriott School of Management
Institute of Management Technology, Ghaziabad 1999 — 2001
MBA, Marketing & Information Systems
Jiwaji University 1995 — 1999
BS, Computer Science
Delhi Public School 1991 — 1995
Forrester Research June 2014 - March 2015
CRICO September 2013 - June 2014
Harvard Business School February 2011 - September 2013
Longitude Media, LLC August 2009 - December 2010
Questex Media Group October 2008 - August 2009
Questex Media Group September 2005 - September 2008
Neurometrix November 2004 - September 2005
Hill Holliday July 2002 - October 2004
Towers Perrin October 2000 - July 2002
Deloitte & Touche October 1999 - October 2000
Skills
Google Docs, Google Apps, PeopleSoft, Google Sites, Video Conferencing, CIBT Visas, Travel Visas, Audio Conferencing, WebEx, Salesforce.com, Chatter, Time Management, Executive..., Administrative..., Event Management, Microsoft Office 2013, Diligent, SharePoint, SharePoint Designer, InfoPath, Customer Service, Social Media, Web Analytics, Google Analytics, Analytics, Microsoft Office 2010, Photoshop, Google Adwords, Omniture, ITIL v3 Foundations..., Online Marketing, Training, Management, Digital Media, Data Analysis, Editing, International Travel, Board Planning, Onboarding, Event Planning, Meeting Scheduling
Education
University of British Columbia (online) 2009 — 2009
Certificate
Clark University 1998 — 1999
Certificate
Bridgewater State University 1986 — 1987
Archbishop Williams High School 1981 — 1984
Diploma
DB Hill, CPA, LLC September 2010 - Present
Ohio Dominican University July 2014 - Present
Becker Professional Education 2002 - Present
Ohio Dominican University August 2011 - June 2014
Stenger & Company January 2003 - September 2010
BISYS Fund Services June 2001 - January 2003
Tween Brands January 2000 - June 2001
Deloitte & Touche June 1996 - January 2000
Skills
Accounting, Financial Reporting, Auditing, Corporate Tax, Financial Accounting, Tax, CPA, Tax Preparation, Sales Tax, General Ledger, Income Tax, Tax Research, Partnership Taxation, Internal Controls, Finance, Tax Accounting, QuickBooks, Tax Returns, Financial Statements, Tax Advisory, GAAP, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Master of Accounting and Financial Management
Bowling Green State University 1992 — 1996
BSBA, Business, Major in Accounting
Andreadis Capital, LLC July 1995 - Present
Deloitte & Touche October 1992 - July 1995
Skills
Private Mortgage Lender, Property Management, Real Estate Attorney, Mortgage, Real Estate Transactions, Mortgage Lending, Loans, Real Estate Development, Real Estate, Real Estate Economics, Investment Properties
Education
Boston University School of Law 1989 — 1992
J.D.
Columbia University in the City of New York 1984 — 1988
B.A., Political Science
Deloitte & Touche September 2011 - Present
Bowling Green State University August 2010 - June 2011
Skills
Financial Accounting, Auditing, Financial Analysis, Accounting, GAAP, Internal Controls, US GAAP
Education
Bowling Green State University 2010 — 2011
Master of Accountancy, Accounting
Bowling Green State University 2005 — 2010
Bachelor's Science and Business Administration, Accounting, Cum Laude
Deloitte August 2014 - Present
Deloitte & Touche September 2011 - August 2014
Deloitte 2011 - 2012
Skills
Internal Controls, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Microsoft Excel
Education
John Carroll University 2011 — 2013
Masters of Business Administration, Business Administration and Management, General
Bowling Green State University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Deloitte February 2013 - Present
Deloitte CRG May 2012 - Present
NYIC 2007 - Present
Deloitte April 2000 - Present
American Bankruptcy Institute 2000 - Present
Turnaround Management Association 1996 - Present
Deloitte & Touche April 2005 - May 2012
KPMG Advisory 1995 - 2000
Skills
Mergers, Restructuring, Due Diligence, Private Equity, Corporate Finance, Financial Modeling, Valuation, Business Valuation, Financial Analysis, Management Consulting, Venture Capital, M&A experience, Corporate Governance, Divestitures, Business Strategy, Risk Management, Acquisition Integration, Capital Markets
Education
Boston University - School of Management 1980 — 1984
MBA
Bay Shore High School 1967 — 1970
High School diploma
Deloitte & Touche November 2011 - Present
Deloitte & Touche LLP June 2000 - November 2011
Deloitte & Touche September 1991 - June 2000
Deloitte & Touche December 1989 - September 1991
Touche Ross July 1986 - December 1989
Skills
SEC filings, Accounting, External Audit, Internal Controls, Internal Audit, Information Technology, Enterprise Risk..., GAAP, IFRS, US GAAP, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, CPA, Sarbanes-Oxley, IT Audit, SAS70, CISA, Big 4, COSO, Assurance, Financial Reporting, Consolidation, Financial Audits, SEC Filings
Education
Bradley University 1982 — 1986
BS, Accounting, 1986
Hinsdale Central High School, Hinsdale, IL 1978 — 1982
Ray Quinney & Nebeker 1999 - Present
Deloitte & Touche 1992 - 1995
Education
Brigham Young University—J. Reuben Clark Law School 1995 — 1999
JD, Law
Brigham Young University 1987 — 1991
BS, Accounting and Japanese
Intellectual Ventures August 2015 - Present
LDS Church June 2010 - August 2015
LDS Church January 2009 - June 2010
LDS Church December 2006 - January 2009
KPMG August 2005 - December 2006
LDS Church April 2004 - August 2005
LDS Church June 2003 - April 2004
Deloitte & Touche July 2000 - May 2003
SAFECO July 1997 - September 1998
BYU Economics Department April 1996 - April 1997
Skills
Information Security, Business Analysis, CISA, CISSP, IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Internal Controls, Sarbanes-Oxley, Auditing, Risk Assessment, Information Security..., PCI DSS, SAS70, Business Process..., Risk Management, Governance, Business Continuity, Information Technology, Security, Managerial Finance, Financial Analysis, Management Consulting, Accounting, Identity Management
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
MBA
Brigham Young University 1991 — 1997
BA
Upchurch & Associates April 2009 - Present
George Bagley & Company, LLC December 2008 - May 2010
Northwestern Memorial Hospital August 2006 - November 2008
Deloitte & Touche August 2001 - August 2006
Skills
CPA, Accounting, US GAAP, Auditing, Tax, Internal Controls, Financial Reporting, Financial Accounting, Tax Accounting, Financial Analysis, Internal Audit, GAAP, Financial Statements, Small Business
Education
Bradley University 1996 — 2000
Bachelor of Science (B.S.), Accounting
Deloitte July 2012 - Present
Middlebury Interactive Languages September 2011 - May 2012
Adobe October 2011 - November 2011
Deloitte & Touche June 2011 - August 2011
LDS Church April 2011 - August 2011
LDS Church January 2011 - April 2011
BYU-Office of IT January 2007 - January 2011
EnticeLabs March 2010 - September 2010
BYU-OIT October 2009 - March 2010
Skills
Microsoft Excel, Research, Non-profits, Spanish, Data Analysis, Teaching, Microsoft Office, Leadership, HTML, PowerPoint, SQL, Wordpress, Java, PHP, Microsoft Word, SEO, VBA, Access, CSS, Team Leadership, SAS programming, Training, Databases, SAS, Analysis, Programming, Troubleshooting, Program Management, Security, MySQL, Project Planning, Visio, Portuguese, Risk Management, SharePoint, JavaScript, Visual Basic, Database Design, Linux, Windows, Microsoft SQL Server, ERP, Oracle, Business Intelligence, OS X, Web Development, Business Analysis
Education
UC Berkeley Extension - San Francisco, CA 2013 — 2014
Business Inteligence and SAS Analytics Software Certificate
Brigham Young University 2006 — 2011
Bachelors, Information Systems
be.gallery May 2014 - Present
Deloitte & Touche September 1994 - May 2014
Education
Bowling Green State University
BSBA
Dennis P. Gauger, Certified Public Accountant May 1998 - Present
BSD Medical 2007 - December 2012
Deloitte & Touche 1976 - 1998
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, SEC filings, Auditing, Accounting, Mergers, Finance, Cost Accounting, CPA, Corporate Governance, Contract Management, Sarbanes-Oxley, Financial Statements, External Audit, Managerial Finance, Loyal, IPO, Internal Audit, Management Consulting, Revenue Recognition, GAAP, Cash Management, Financial Accounting, Manufacturing, Consolidation, Executive Management, Tax, Start-ups, Due Diligence, Mergers & Acquisitions, Leadership, Cash Flow, US GAAP, Tax Accounting, Investor Relations
Education
Brigham Young University 1970 — 1976
BS, Accounting
American Fork High School 1967 — 1970
Southwest Airlines 2004 - Present
Safeway 1999 - 2004
Deloitte & Touche 1994 - 1996
Skills
Budgets, Financial Planners, Income Tax, Sarbanes-Oxley Act, Tax Accounting, Tax, Team Building, Auditing, Internal Controls, SEC filings, Cross-functional Team..., Accounting, Analysis, Mergers & Acquisitions, Tax Research, Internal Audit, CPA, Financial Reporting, Corporate Tax, Leadership, Financial Analysis, US GAAP, Tax Preparation, Financial Modeling, Tax Returns, Forecasting
Education
Brigham Young University 1986 — 1994
Masters of Accounting (Tax), Accounting
Optum, Inc., an United Health Group Company February 2011 - Present
Capstone Business Group March 2009 - Present
Map-N-Tour February 2013 - Present
Southwest Valley Chamber of Commerce January 2013 - Present
Broadweave Networks June 2008 - April 2009
NACT Telecommunications December 2004 - October 2007
SOS Staffing January 1999 - December 2004
Fenton Enterprises April 1995 - January 1999
Pacific Energy July 1992 - April 1995
Deloitte & Touche September 1989 - June 1992
Skills
Analysis, Accounting, Budgeting, FAS109, Big 4, Multi-currency, Mergers, Private Equity, Debt Raising, Forecasting, Financial Analysis, Financial Planning, Financial Reporting, Accruals, Year End Close, Month End, Cash Control, Bank Relationship..., Credit Facilities, Fixed Assets, Intercompany, Depreciation, Journal Entries, Cash Receipts, System Conversion, Treasury Systems, Financial Processes, Budgets, Mergers & Acquisitions, Finance, PeopleSoft, Great Plains Software, GAAP, Treasury Management, Banking, Year-end Close, Strategic Financial..., Cash, Due Diligence, Credit, Cash Management, Management, Strategic Planning, Leadership, Strategy, Financial Modeling, Process Improvement, Start-ups, Team Building
Education
Brigham Young University 1985 — 1989
Masters, Management Accounting
Brigham Young University 1985 — 1989
Bachelor of Science, Accounting
coursera
Royse Law Firm June 2009 - Present
San Jose State University, Lucas Graduate School of Business, MST Program April 2011 - Present
Wells Fargo Private Bank September 2003 - May 2009
Kramer Radin LLP January 1999 - August 2003
Deloitte & Touche April 1996 - January 1999
Berliner Cohen April 1995 - April 1996
Moerschbaecher & Dryburgh January 1994 - January 1995
Ferrari Alvarez Olsen & Ottoboni April 1991 - January 1994
KPMG April 1986 - August 1988
Skills
Estate Planning, Trusts, Tax Law, Planned Giving, Asset Protection, Succession Planning, Estate Tax Planning, Wills, Estate Administration, Living Trusts, International Tax, Public Speaking, Charitable Trusts, Probate, International Wealth..., Tax, Corporate Law, Wealth Management..., High Net Worth..., Wealth, Conservatorships, Private Equity, Wealth Management, Corporate Governance, Venture Capital, Estate Law, Financial Advisory, Powers of Attorney, Trust, Mergers & Acquisitions, Legal Writing, CPA, Finance, Legal Research
Education
Brigham Young University—J. Reuben Clark Law School 1988 — 1991
JD
Brigham Young University 1984 — 1986
M.Acc., Taxation
Brigham Young University 1982 — 1986
B.S., Accounting
Deloitte & Touche August 2008 - Present
Skills
Internal Controls, US GAAP, Auditing, SEC filings, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Accounting, CPA, SEC Filings, GAAP, Microsoft Excel
Education
Brigham Young University 2001 — 2008
MAcc, Accounting -- Professional Stem
MetLife February 2015 - Present
MetLife June 2000 - January 2015
Merrill Lynch August 1996 - August 1999
Deloitte & Touche June 1994 - August 1996
Skills
Insurance, Internal Controls, Auditing, IT Audit, Governance, Risk Management, Internal Audit, Business Process...
Education
Boston University - School of Management 2004 — 2008
Master of Business Administration (MBA), Accounting and Finance
State University of New York at Albany 1990 — 1994
Bachelor of Applied Science (BASc), Accounting and Finance
Law Office of Theodore Joyce, LLC February 2014 - Present
Orem Owlz Baseball 2004 - Present
Neoma Business School May 2004 - Present
Universite Paris 1 Pantheon Sorbonne June 2011 - Present
Efron 2014 - 2014
Deloitte & Touche August 2006 - October 2013
PricewaterhouseCoopers August 1999 - April 2006
Skills
Business Strategy, Tax, Joint Ventures, Mergers, Corporate Law, Consulting, Financial Structuring, Strategy, Mergers & Acquisitions, International Tax, Management Consulting, Finance, Due Diligence, Tax Law, Corporate Finance, Restructuring, Management, Negotiation, Business Planning, Strategic Planning, Portfolio Management, Due diligence
Education
Harvard Business School
OPM, Strategy & Operations - Deferred Admission
Boston University School of Law
LL.M., Taxation
University of Maine School of Law
University of Colorado Boulder
B.A., International Affairs/Business
CFGI May 2012 - Present
PricewaterhouseCoopers LLP October 2011 - May 2012
Berkshire Bank April 2009 - June 2011
CFGI November 2008 - April 2009
Deloitte & Touche September 2002 - October 2008
Skills
Accounting, Banking, Financial Analysis, Financial Reporting, Mergers, Due Diligence, Corporate Finance, Fluent in Spanish-..., Budgeting, SOX, Auditing, Financial Modeling, Financial Accounting, US GAAP, Management, Budgets, Internal Audit, Internal Controls, Mergers, SEC filings, Sarbanes-Oxley Act, Tax, SEC Filings
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2002
MS/MBA, Accounting, Business Administration
Brandeis University 1997 — 2001
BA, Biochemistry, History, Economics
Canyon Partners, LLP October 2014 - June 2015
RedRidge Finance Group October 2013 - September 2014
Pants Off Racing, Inc. May 2009 - May 2014
Deloitte & Touche September 2010 - September 2013
The Dan Amato Shooting Camp December 2006 - January 2007
Jupiter Pro Lawn Care February 2000 - December 2005
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, Tax, Financial Analysis, SEC filings, Internal Controls, US GAAP, GAAP, Financial Accounting, IFRS, SAP, Internal Audit, Corporate Finance, Due Diligence, Microsoft Excel, Valuation, Data Analysis, Forecasting, SEC Filings, Analysis, Finance
Education
Bowling Green State University 2009 — 2010
Master's in Accountancy, Audit
University of Notre Dame 2005 — 2009
Bachelor's in Business Administration, Finance
WME IMG June 2014 - Present
IMG Worldwide February 2011 - May 2014
Take 2 Interactive November 2008 - February 2011
Omnicom Group December 2002 - November 2008
Agency.com (an Omnicom Affiliate) December 1999 - January 2003
Deloitte & Touche December 1994 - December 1999
Education
Boston University School of Law Graduate School of Management 1991 — 1994
JD MBA - Finance
Brandeis University 1987 — 1991
BA, Economics
Trinity Health (HQ Michigan) November 2008 - Present
Deloitte & Touche September 1998 - November 2008
Ernst & Young September 1992 - October 1998
Mercy Services for Aging 1987 - 1992
Skills
Healthcare Consulting, Client Relations Skills, Sales Management, Revenue Cycle, Financial Reporting, Shared Service Center, Centralization, Standardization, Medicare/Medicaid..., Accounting, Auditing, Compliance, Charge Description..., Medical Billing, Hospitals, Home Health Agencies, Nursing Homes, Medicaid, Healthcare Information..., Epic Systems, Physicians, Budgets, EMR, Accounts Receivable, Practice Management, Health Insurance, Informatics, Health Information..., HIPAA, Executive Management, Insurance, Process Improvement, Revenue Cycle Management, Physician Relations, Performance Improvement, Medical Compliance, Management Consulting, EHR, Meditech, Managed Care, Data Analysis, CPA, Business Process..., Finance, Cerner, Managerial Finance, Health Policy, Health Information..., Quality Improvement
Education
Walsh College 1989 — 1992
BACT, Accounting
Bowling Green State University
Alexion Pharmaceuticals, Inc. March 2015 - Present
Quintiles September 2010 - February 2015
Deloitte & Touche August 2006 - September 2010
Deloitte & Touche August 2004 - August 2006
Nu Skin Enterprises, Inc. April 2001 - August 2004
Skills
Sarbanes-Oxley Act, CISA, Auditing, IT Audit, Internal Audit, Risk Assessment, Financial Reporting, Sarbanes-Oxley, Enterprise Risk..., SEC filings, Information Security, US GAAP, Business Process, External Audit, SAS70, Financial Risk, Finance, Revenue Recognition, Internal Controls, SEC Filings
Education
Brigham Young University 1999 — 2001
Masters
Brigham Young University - Hawaii 1993 — 1998
Bachelor's
University of Technology 1992 — 1993
Answers Cloud Services January 2014 - Present
ForeSee November 2009 - Present
GMAC Commercial Finance January 2004 - November 2009
Compuware Corporation 1998 - 2004
Masco Corporation 1995 - 1998
Deloitte & Touche 1984 - 1993
Skills
Sales Management, Customer Satisfaction, Sales, Strategy, Lead Generation, Analytics, Business Development, Customer Experience, New Business Development, Solution Selling, Strategic Partnerships, Account Management, E-commerce
Education
Eastern Michigan University 1977 — 1981
BBA, Operations Research and Info. Systems
Bowling Green State University
MBA
William Lyon Homes August 2010 - Present
California State University, Fullerton January 2002 - December 2013
California Coastal Communities May 2007 - August 2010
Lennar Communities March 2004 - May 2007
Beckman Coulter June 2003 - March 2004
Quest Software March 2002 - June 2003
Deloitte & Touche 1999 - 2002
Skills
Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Analysis, Financial Modeling, Auditing, Risk Management, Financial Accounting, Finance, Leadership, Financial Statements, GAAP, Executive Management, CPA, Revenue Recognition, Strategic Financial..., Cost Accounting, General Ledger, Budgets, US GAAP, Forecasting, SEC filings, Due Diligence, Cash Flow, Corporate Finance, Real Estate, Business Planning, Process Improvement, Variance Analysis, Joint Ventures, Real Estate Development, IPO, Business Acquisition, Debt Restructuring, Teaching, Public Speaking, Restructuring, Mergers & Acquisitions, Tax, Cash Flow Forecasting, Business Strategy, Cash Management, Business Analysis, Managerial Finance, Management
Education
San Jose State University 1998 — 1999
Masters, Accounting
Brigham Young University 1991 — 1997
BA, Spanish
Deloitte September 2013 - Present
Deloitte & Touche August 2010 - August 2013
Deloitte & Touche September 2008 - September 2010
Deloitte & Touche, LLP September 2008 - September 2009
Arrow Bookkeeping October 2006 - September 2008
Skills
Bookkeeping, US GAAP, Financial Reporting, Financial Statements, Internal Controls, Sarbanes-Oxley Act, Accounting, QuickBooks, Accounts Payable, Auditing, Internal Audit, Cash Flow, Accounts Receivable, Account Reconciliation, CPA, Journal Entries, Income Tax
Education
Bowie State University 2003 — 2008
Bachelor of Science, Accounting
Bowie State University 2003 — 2008
Bachelor of Science (B.S.), Accounting
Plante Moran July 2012 - Present
Blackman Kallick August 2004 - June 2012
Deloitte & Touche October 2001 - August 2004
Klayman & Korman July 1995 - October 2001
Education
Bradley University 1989 — 2003
BS, Accounting
Copperstate CPAs, PLC January 2008 - April 2015
ProVision, PLC January 2006 - December 2007
Mattice & Wilber, Ltd June 2003 - December 2005
Deloitte & Touche January 2000 - May 2003
Education
Brigham Young University 1993 — 1999
MAcc, Accounting & Tax
Deloitte August 2014 - Present
McCombs School of Business August 2012 - May 2014
Mother's Milk Bank at Austin January 2013 - January 2014
Deloitte June 2013 - August 2013
Deloitte & Touche August 2008 - August 2012
University of Arkansas for Medical Sciences May 2006 - September 2006
Church of Jesus Christ of Latter-day Saints February 2002 - February 2004
Skills
SEC filings, US GAAP, Accounting, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, CPA, Sarbanes-Oxley, Financial Reporting, Auditing, Financial Analysis, Revenue Recognition, Financial Modeling, Business Strategy, Strategy, Management Consulting, Management, Analytics, Business Development, Program Management, Cross-functional Team..., Pricing Strategy, Consulting, Strategic Planning, Leadership, Recruiting
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (MBA), GPA 4.00/ 4.00
Brigham Young University 2004 — 2008
Masters, Accounting, 3.7
Brigham Young University - Idaho 2000 — 2001
Business
Wilkinsons Trophy & Athletics October 2012 - Present
Deloitte & Touche September 2010 - September 2012
Southwest Gas Corporation January 2010 - September 2010
Southern Utah University May 2009 - February 2010
Sierra Pacific Resources May 2008 - August 2008
Skills
Accounting, Audit, Financial Reporting, Microsoft Office, Financial Analysis, Excel, Auditing, Word, Financial Accounting, Internal Controls, Microsoft Excel, Leadership, Internal Audit, Microsoft Word, SEC filings
Education
Southern Utah University 2009 — 2010
MAcc, Accounting
Brigham Young University 2005 — 2009
BS, Accounting
mountainview high school
Graham Holding Company July 2014 - Present
Grant Thornton April 2011 - July 2014
Freddie Mac 2010 - 2011
E&Y 2007 - 2010
The AES Corporation 2003 - 2007
XM Satellite Radio 2001 - 2003
Deloitte & Touche 1995 - 2001
Arther Anderson 1993 - 1995
Skills
Sarbanes-Oxley Act, Tax, Tax Accounting, Corporate Tax, Tax Research, Accounting, CPA, Financial Reporting, Income Tax, Internal Controls, SEC filings, US GAAP
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1992
Masters of Science, Accounting & Finance
Briar Cliff University 1987 — 1990
Bachelor or Arts, Business Administartion
Washington State University 1986 — 1987
General Requirements
MUFG Americas October 2014 - Present
BTMU Capital Corporation February 2010 - October 2014
BTMU Capital Corporation 2008 - February 2010
Covidien 2007 - 2008
IAC 2005 - 2007
Pepsi Bottling Group 2004 - 2005
Vitale, Caturano & Company 2002 - 2004
KPMG 1996 - 2002
Deloitte & Touche 1995 - 1996
Skills
Tax, Tax Accounting, Tax planning, Tax Compliance, Tax Audits, State Tax, Tax Research
Education
Boston University School of Law 2002 — 2007
LLM Taxation, Income Taxation
Western New England College School of Law 1992 — 1995
JD, Law
University of Massachusetts Lowell 1987 — 1992
BS, Accounting
Austin Preparatory School 1983 — 1987
Century Communities January 2010 - Present
Dunhill Homes January 2010 - April 2014
Winchester Carlisle Companies May 2009 - January 2010
TOUSA March 2004 - May 2009
Engle Homes March 2004 - May 2009
Centex Homes January 2000 - March 2003
Deloitte & Touche 1995 - 1997
Skills
Homebuilding, Financial Analysis, Forecasting, Real Estate, Cash Flow, Budgets, Strategic Financial..., Construction Management, Process Improvement, Financial Modeling, Financial Reporting, Due Diligence, Finance, Business Planning, Residential Homes, Management, Land Acquisition, Contract Management, Land Development, Construction, Single Family Homes
Education
Brigham Young University - Marriott School of Accountancy 1993 — 1995
Master of Accountancy
Brigham Young University - Marriott School of Accountancy 1989 — 1995
Bachelor of Science - Accountancy
Brigham Young University
Deloitte PartnerDELOITTE & TOUCHE US2003 - Present
Deloitte & Touche 1994 - Present
Education
Brigham Young University 1988 — 1994
Sorensen, Vance & Company 2002 - Present
Deloitte & Touche 1995 - 2001
PwC 1990 - 1995
Skills
Corporate Tax, Tax, Accounting, Financial Reporting, Financial Planning, Real Estate, CPA, Finance, Financial Analysis, Strategic Financial..., Financial Accounting, Internal Audit, Payroll, GAAP, General Ledger, Internal Controls
Education
BYU 1987 — 1990
Master's degree, Accounting
Crowe Horwath LLP October 2014 - Present
Deloitte & Touche September 2012 - September 2014
Brigham Young University Office of Information Technology August 2008 - May 2012
Brigham Young University August 2011 - December 2011
PCAOB May 2011 - August 2011
Icon Security, Inc June 2008 - August 2008
The Church of Jesus Christ of Latter-Day Saints January 2006 - January 2008
Dolan & Edwards Financial Services January 2002 - January 2004
Skills
Accounting, Microsoft Office, Leadership, Mandarin, PowerPoint, Financial Analysis, Public Speaking, SEC filings, Analysis, Finance, Auditing, Microsoft Excel, Financial Accounting, Access, SEC Filings, Microsoft Word, Financial Reporting
Education
Brigham Young University 2005 — 2011
Master's degree, Accounting
Brigham Young University
Master of Accountancy, Professional Emphasis; business writing; economics, statistics, information systems
doTERRA October 2010 - Present
The Church of Jesus Christ of Latter-day Saints 2007 - October 2010
Nu Skin Enterprises 2000 - 2007
Nu Skin Enterprises 2002 - 2006
Nu Skin Enterprises 1996 - 2002
Nu Skin Enterprises 1991 - 1996
Nu Skin Enterprises 1990 - 1993
Deloitte & Touche 1987 - 1990
Education
Utah State University 1988 — 1991
MBA, Business
Brigham Young University 1982 — 1987
BS, Accounting
Walmart August 2014 - Present
Walmart October 2012 - August 2014
Deloitte & Touche September 2009 - October 2012
Skills
Financial Accounting, COSO, Business Process, Treasury Management, Internal Controls, Financial Reporting, Finance, Accounting
Education
Brigham Young University 2006 — 2009
BS, Accounting
Deloitte & Touche September 1998 - Present
Kennedy & Lehan PC October 1993 - August 1998
Skills
SOX, Accounting, Mergers, SEC reporting, Revenue Recognition, Consolidation, External Audit, IPO
Education
Bridgewater State University 1990 — 1993
BS, Accounting and Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1990
Prairie View A & M University January 2014 - Present
Susan Watson CPA March 2010 - Present
Saudi Aramco February 1999 - March 2010
Al Juraid - Deloitte & Touche July 1998 - February 1999
Susan Watson, CPA March 1995 - June 1998
Le Tourneau University 1994 - 1998
William Mosley, Inc 1992 - 1995
Deloitte & Touche 1989 - 1990
Skills
Tax, Income Tax, Analysis, Finance, Bookkeeping, Internal Controls, QuickBooks, Training, Accounting, Auditing, Financial Statements, GAAP, Payroll, SAP, CPA, Healthcare
Education
Bowling Green State University 1988 — 1989
Master of Accountancy, Accounting
Wright State University 1973 — 1974
Nursing
Bowling Green State University 1967 — 1971
Bachelor of Science, Biology/Chemistry/Physics
Bowling Green State University
Genetics
Experis Finance 2011 - Present
Abrams Kirkman Associates 2006 - Present
Direct Connection 2001 - 2005
Deloitte & Touche 1999 - 2001
KPMG 1996 - 1999
Skills
Unclaimed Property, Federal Research and..., State and Local Tax..., Tax, Coaching
Education
Emory University - Goizueta Business School 1994 — 1996
MBA, Accounting
Brandeis University 1969 — 1973
BA, Chemistry
Own Account February 2014 - Present
XN Financial Inc. July 2008 - January 2014
Own Account August 2006 - July 2008
Gateway Insurance July 2003 - August 2006
Nobel Learning Communities March 2002 - July 2003
MARS Music, Inc February 1996 - March 2002
Deloitte & Touche December 1989 - February 1996
Empery 1982 - 1990
Touche Ross December 1973 - December 1989
Skills
Corporate Finance, Mergers, Due Diligence, Private Equity, Tax, Insurance, Finance, Financial Reporting, Strategic Financial..., Accounting, Risk Management, Mergers & Acquisitions, Business Development, Budgets, Negotiation, Analysis, Management, Start-ups, Investments, Financial Modeling, Executive Management, Managerial Finance, Underwriting, Valuation, Acquisition Integration, Business Valuation, Corporate Governance, Cash Management, US GAAP, Sarbanes-Oxley, Financial Planning, Sarbanes-Oxley Act
Education
Boston University School of Law 1973 — 1974
Master of Laws (LLM), Taxation
Willamette University College of Law 1970 — 1973
J.D., Law
Claremont McKenna College 1966 — 1970
Bachelor of Arts (B.A.), Economics
Investment Management Consultants October 2006 - Present
Legacy Insurance Advisors June 2005 - Present
Oxford Financial Group November 2002 - Present
First Western Advisors June 2003 - September 2006
Sorenson Companies May 1987 - April 1999
Deloitte & Touche January 1984 - April 1987
Education
Brigham Young University 1981 — 1983
M.S., Accounting, Tax Emphasis
Brigham Young University 1977 — 1983
Bachelors, Accounting
Consilio, LLC May 2014 - Present
Deloitte & Touche August 2012 - May 2014
United States Department of State June 2011 - August 2011
ProStar Management June 2010 - June 2011
Skills
Accounting, Microsoft Office, Financial Accounting, Microsoft Excel, QuickBooks, Financial Analysis, Economics, Auditing, Financial Reporting, PowerPoint, Analysis, Microsoft Word, Finance, Financial Statements, Financial Modeling, Internal Controls, US GAAP, Data Analysis, Sarbanes-Oxley Act, Variance Analysis
Education
Brigham Young University 2006 — 2012
Bachelor of Science (BS), Accounting
Federal Reserve Bank of Chicago August 2012 - Present
Zions Bancorporation January 2012 - August 2012
Zions Bancorporation June 2008 - January 2012
Deloitte & Touche January 2007 - June 2008
Wells Fargo Bank June 2004 - November 2006
Skills
Credit, SOX, Banking, Risk, Internal Audit, Loans, Analysis, Risk Management, Audit, Financial Reporting, Financial Accounting, Compliance, Auditing, Risk Mitigation, Corporate Finance, Accounting, SEC reporting, Excel, Financial Analysis, IT Audit, Financial Modeling, Internal Controls, Data Analysis, Due Diligence, Microsoft Excel, Strategy, Sarbanes-Oxley Act, Financial Risk, Management, Leadership, Business Intelligence, Investments, Portfolio Management, Business Process, Enterprise Risk..., Financial Services, Access, Mergers & Acquisitions, Risk Assessment, Valuation, Sarbanes-Oxley, Process Improvement, Operational Risk..., Business Process..., Business Analysis, Forecasting
Education
Kellogg Graduate School of Management 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Brigham Young University - Marriott School of Management 2004 — 2006
BS, Finance
Brigham Young University
BA, Economics
SENAI Zerbini 1995 — 1997
Technichal, Telecommunications and Electronics
Inteplast Group June 2011 - Present
Boston University School of Management September 2010 - May 2011
Boston Beer Company June 2010 - May 2011
Cone January 2010 - June 2010
Deloitte & Touche May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Operations Management, Financial Analysis, Forecasting, Research, PowerPoint, Project Management, Business Analysis, Financial Modeling, Social Media, Access
Education
Boston University - School of Management 2007 — 2011
Business Administration, Operations and Finance
International School of Beijing 2004 — 2007
American Chemet Corporation June 2015 - Present
Zodiac Water & Waste Aero Systems January 2013 - June 2015
Mark D. Scott, CPA March 2012 - December 2012
Flavor Extracts Manufacturers Association May 2005 - May 2012
T. Hasegawa USA, Inc. October 2001 - March 2012
T. Hasegawa USA Inc. October 1997 - October 2001
T. Hasegawa USA Inc. May 1994 - September 1997
Coopers & Lybrand August 1992 - April 1994
Deloitte & Touche May 1986 - August 1992
Skills
Business Planning, Cost Accounting, Management, Manufacturing, Financial Reporting, ERP, Strategic Planning, Supply Chain, Financial Audits, Forecasting, Financial Analysis, Operations Management, Risk Management, Flavors, Cash Management, Food Industry, Inventory Management, Food Science, Food Safety, Employee Benefits, Competitive Analysis, Kaizen, Spray Drying, HACCP, Mergers, Board Presentations, Operational Cost..., Transfer Pricing, Tax Returns, Chinese culture, HR Policies, Citrus, Qualified Retirement..., Cost Savings Strategies, Competitive Intelligence, Chemical Industry, Big 4, Mergers & Acquisitions, Executive Management, Budgets, Leadership
Education
Brigham Young University 1982 — 1986
BS, Accounting, Minor - Japanese
3M November 2014 - Present
3M November 2011 - November 2014
3M September 2008 - March 2012
3M October 2007 - September 2008
3M November 2005 - October 2007
Zomax Incorporated July 2004 - November 2005
NRG Energy May 2001 - July 2004
Two Degrees June 1998 - December 2000
Boston Chicken, Inc October 1995 - June 1998
Deloitte & Touche June 1990 - September 1995
Skills
Forecasting, Corporate Finance, Process Improvement, Finance, Lean Manufacturing, Six Sigma, Management, Financial Analysis, Strategy, New Business Development, Leadership, Business Strategy, Financial Reporting, Auditing, Business Planning, Cross-functional Team..., Strategic Planning
Education
Bowdoin College 1986 — 1990
AB, Economics
Cohasset High School 1982 — 1986
Boston Compliance Associates April 2009 - Present
Capital Markets Consortium January 2012 - Present
Broker Dealer, Investment Adviser Compliance Officers LinkedIn Group April 2009 - Present
ADS Financial Services Solutions July 2010 - January 2011
Commonwealth of Massachusetts January 2008 - February 2009
State Street July 2007 - October 2007
Bank of America May 2005 - February 2007
Protiviti March 2004 - May 2005
Deloitte & Touche June 2003 - March 2004
Fidelity Investments August 1996 - November 2000
Skills
Legal & Compliance..., Consulting Broker/Dealer, Investment Adviser, Hedge Funds, FINRA, Securities, Management Consulting, New Business Development, Sales Management, Training & Development, Compliance, Retail Brokerage, Capital Markets, Investment Management, Mutual Funds, Six Sigma, NASDAQ, Dodd Frank, Employee Training, Compliance Testing, Dodd-Frank, Financial Policies &..., LinkedIn, Event Management, Investment Advisory, Finance, Portfolio Management, Investment Advisory..., Broker-Dealer Compliance
Education
Boston University Questrom School of Business 1996 — 2000
Masters in Business Administration, International Business/Marketing
Northeastern University 1989 — 1994
Bachelor of Science, Business Administration, Finance
Pope John XXIII Central High School 1985 — 1989
Diploma, College Prep Program
Drinker Biddle & Reath LLP May 2014 - Present
Ryan January 2013 - April 2014
Thomson Reuters December 2011 - December 2012
The Gagnon Group, LLC July 2010 - November 2011
Kelmar Associates March 2004 - May 2010
PricewaterhouseCoopers November 1998 - March 2004
Deloitte & Touche 1997 - 1998
Skills
Escheatment, Auditing, Strategic Negotiations, Risk Assessment, Public Speaking, Policy, Property, Leadership, Due Diligence, Corporate Tax, Tax Accounting
Education
Boston University School of Law 1999 — 2003
LLM, Taxation
St. John's University 1994 — 1997
JD, Law
Fairfield University 1990 — 1994
BS, Accounting
Fordham Preparatory School 1986 — 1990
O-I August 2015 - Present
Owens Illinois May 2014 - Present
Owens Illinois April 2011 - April 2014
O-I May 2010 - April 2011
Deloitte & Touche September 2008 - May 2010
Skills
Strategic Planning, Key Account Management, Financial Analysis, Financial Reporting, Process Improvement, Cross-functional..., Finance, Sarbanes-Oxley Act, Variance Analysis, US GAAP, Auditing, Internal Audit, Hyperion HFM, Cost Accounting, SAP, Financial Accounting, Analysis, Internal Controls, Accounting, Forecasting, Category Management, Category Insights, Categorical Data...
Education
Bowling Green State University 2012 — 2014
Master of Business Administration (M.B.A.)
University of Mount Union 2004 — 2008
Accounting & Business, Accounting, Economics
United States District Court - District of Massachusetts August 2010 - December 2010
Ropes & Gray LLP May 2010 - August 2010
Boston University School of Law May 2009 - August 2010
Lougen Valenti Bookbinder & Weintraub LLP January 2008 - April 2008
Deloitte & Touche June 2007 - August 2007
Education
University of Oxford 2010 — 2011
Law
Boston University School of Law 2008 — 2011
J.D.
University at Buffalo 2005 — 2008
B.S., Accounting, Finance
AgReserves, Inc. April 2015 - Present
Deloitte September 2011 - March 2015
BYU - Treasury Services August 2008 - May 2011
Deloitte & Touche June 2010 - August 2010
APX Alarm, Inc May 2008 - August 2008
American Exteriors, Inc April 2006 - December 2007
Skills
Excel, Audit, Accounting, Auditing, Internal Controls, Financial Accounting, Financial Reporting, SEC reporting, GAAP, SEC filings, Sarbanes-Oxley Act, External Audit, CPA, Microsoft Excel, US GAAP, Financial Statements, Assurance, Big 4, Revenue Recognition, Sarbanes-Oxley, Corporate Tax, IFRS, General Ledger, Financial Analysis, Tax
Education
Brigham Young University 2008 — 2011
Master of Accountancy
Brigham Young University 2008 — 2011
BS, Accounting
Salt Lake Community College 2006 — 2007
Associate of Science, Business
EisnerAmper LLP August 2012 - Present
EisnerAmper LLP December 2008 - August 2012
Deloitte & Touche LLP September 2007 - November 2008
Deloitte & Touche June 2006 - August 2006
Select Staffing June 2005 - August 2005
The Church of Jesus Christ of Latter-day Saints August 2002 - August 2004
Skills
Auditing, Accounting, GAAP, Financial Statements, CPA, Valuation, Financial Services, Hedge Funds, Management, US GAAP, Financial Reporting, SEC filings
Education
Brigham Young University 2001 — 2007
B.S., Accounting
WorkflowOne April 2011 - September 2013
Consultant December 2008 - April 2011
Day International September 1995 - November 2008
Deloitte & Touche July 1982 - September 1995
Skills
Internal Audit, Tax, Talent Management, Accounting, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, Forecasting, Cost Accounting, Internal Controls, Budgets, Auditing, SEC filings, Strategic Planning, Continuous Improvement, Finance, Risk Management, Strategy, Management, Financial Modeling, Leadership, Analysis, Investor Relations, Purchasing, Information Technology, Corporate Real Estate, Legal Issues, Human Resources, Lean Manufacturing, Manufacturing, Private Equity, Exit Process, Change Management, Due Diligence, Operations Management, Strategic Financial..., US GAAP, CRM, Mergers & Acquisitions
Education
Bowling Green State University 1978 — 1982
BSBA, Accounting
PricewaterhouseCoopers LLP January 2004 - Present
Wachovia Securities, LLC 2002 - 2004
Deloitte & Touche 1999 - 2002
Skills
Accounting, Enterprise Risk..., External Audit, Internal Controls, US GAAP, Sarbanes-Oxley Act, Auditing, GAAP, Investments, Financial Analysis, Financial Accounting
Education
Bridgewater College 1994 — 1998
BS, Business Administration, Accounting & Finance
Boston College January 2011 - Present
Investigation Consulting Services 2001 - Present
Polaroid Corporation 2000 - 2001
Grand Circle Corporation 1999 - 2000
Deloitte & Touche 1997 - 1999
Deloitte & Touche LLP 1994 - 1997
Northeastern University 1984 - 1989
Skills
Career Management, Outplacement, Interviewing, Career Services, Talent Acquisition, Career Counseling, Resume Writing, Career Development, Job Search Strategies, Interviews, Employer Branding, Temporary Placement, Training, Human Resources, Recruiting, College Recruiting, Applicant Tracking..., Executive Search, Leadership, Interview Preparation, Technical Recruiting, Job Search, Job Coaching, Management, Onboarding, Talent Management, Career Assessment, Executive Coaching, Workshop Facilitation, Employee Relations, Program Management, Organizational..., Personnel Management, Organizational..., Employee Training, Conflict Resolution, HR Consulting, Staff Development, Leadership Development, MBTI, Employee Engagement, Organizational Design, Workforce Planning, Consulting, Performance Management, Sourcing, Internet Recruiting, New Hire Orientations, Contract Recruitment, Succession Planning
Education
Northeastern University 1982 — 1986
MPA
Brandeis University 1977 — 1981
B.A.
Deloitte February 2015 - Present
PwC July 2011 - November 2014
Deloitte & Touche June 2007 - July 2011
Merrill Lynch April 2007 - June 2007
Skills
Auditing, IT Audit, Internal Controls, Financial Services, Enterprise Risk..., CISA, Strategy, SAS70, Sarbanes-Oxley Act, Analysis, Risk Assessment, Governance, Management, Business Strategy, SAP, Business Process..., Internal Audit, Risk Management, Finance, Financial Accounting, Investments, ERP, US GAAP, Training, CPA, Corporate Finance, Sarbanes-Oxley, Financial Modeling, Accounting, Financial Analysis, External Audit, Financial Reporting, Management Consulting
Education
Brigham Young University
BS, Finance
Saddleback College 2002 — 2004
AA, Business Administration
University of Michigan April 2015 - Present
University of Michigan October 2008 - Present
University of Michigan June 2006 - October 2008
Bowling Green State University 2004 - 2006
Petkwitz & Ault, P.C., Norton & Petkwitz CPAs 1998 - 2006
Deloitte & Touche 1996 - 1998
Skills
Accounting, Business Intelligence, Business Relationship..., Financial Policies &..., Process Improvement, Project Management, Staff Development, Tax Advisory, Tax Law, Team Building, CPA, Data Analysis, Financial Reporting, GAAP, Higher Education, Payroll, PeopleSoft, Tax Research, Tax Returns, Sales & Use Tax...
Education
Eastern Michigan University 2010 — 2013
Master of Business Administration (MBA)
Bowling Green State University 1992 — 1996
Bachelor of Science in Business Administration, Accounting
Deloitte September 2006 - Present
DELOITTE & TOUCHE US 1996 - Present
Deloitte & Touche 1996 - Present
Skills
IFRS, Internal Controls, Risk Management, Auditing, Accounting, Valuation, Derivatives, Commodity Markets, Commodity, US GAAP, External Audit, Sarbanes-Oxley Act, Enterprise Risk...
Education
Brigham Young University 1994 — 1996
Masters, Accounting
Veritiv July 2014 - Present
Unisource Global Solutions September 2012 - June 2014
Bank of America July 2007 - September 2012
Deloitte & Touche June 2005 - July 2007
Novell December 2004 - May 2006
Skills
Financial Reporting, Audit, Accounting, Internal Controls, Financial Analysis, Financial Modeling, Forecasting, Auditing, Finance, SEC filings, Process Improvement, Variance Analysis, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Strategic Financial..., SEC Filings
Education
Brigham Young University
Master of Accountancy, Accountancy
Brigham Young University - Idaho
Associate of Arts, Business, Accounting, Spanish
BYU Cougar Capital May 2015 - Present
Brigham Young University August 2014 - Present
Intel Corporation May 2015 - August 2015
Conn's October 2012 - July 2014
Valerus December 2011 - October 2012
Valerus February 2011 - December 2011
Calvetti, Ferguson, & Wagner September 2008 - February 2011
Deloitte & Touche January 2005 - September 2008
Progress Mfg. Inc. 2003 - 2004
Skills
Due Diligence, Financial Analysis, Process Improvement, Management, Financial Reporting, Accounting, Auditing, Microsoft Excel, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Accounting, IFRS, GAAP, General Ledger, SEC Financial Reporting, CPA, Sarbanes-Oxley, Internal Audit, Tax Accounting, Tax, Business Case..., Presentation Skills, Critical Thinking, Finance
Education
Brigham Young University 1999 — 2004
Bachelors, Accounting
Deloitte June 2014 - Present
Deloitte & Touche August 2013 - June 2014
Deloitte & Touche August 2012 - August 2013
Deloitte & Touche August 2005 - July 2012
Brigham Young University November 2004 - August 2005
Skills
SEC filings, Auditing, US GAAP, Internal Audit, Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, Financial Reporting, CPA, External Audit, Financial Accounting, Revenue Recognition, Financial Analysis, Assurance, Financial Statements, Manufacturing
Education
Brigham Young University 2004 — 2005
MACC, Accounting
Utah State University 1998 — 2004
Bachelor of Science, Accounting
Vertex Pharmaceuticals September 2015 - Present
Deloitte & Touche LLP September 2013 - September 2015
Deloitte & Touche LLP September 2010 - August 2013
Deloitte & Touche June 2005 - August 2010
Deloitte & Touche LLP June 2004 - August 2004
Madison Square Garden June 2003 - August 2003
Skills
Internal Controls, Auditing, US GAAP, Sarbanes-Oxley Act, External Audit, SEC Filings, Financial Reporting, GAAP, Financial Accounting, Accounting, Big 4, CPA
Education
Boston University Questrom School of Business 2001 — 2005
Accounting, Finance
Fennemore Craig January 2010 - Present
Pearl Law Group November 2008 - December 2009
Fragomen, Del Rey, Bernsen & Loewy, LLP June 2006 - October 2008
Littler Mendelson, P.C. August 2001 - June 2006
Fragomen, Del Rey, Bernsen & Loewy July 2000 - August 2001
Deloitte & Touche May 1999 - June 2000
McMurray, McMurray, Dale & Parkinson January 1997 - May 1999
Skills
Immigration Law, Immigration, Visas, I-9 Compliance, Immigration Issues, L-1, H-1B, Naturalization, Labor Certification, Consular Processing, Citizenship, International Law, Legal Assistance, U.S. Immigration, Legal Writing, Legal Advice, Legal Research, Legal Issues, Litigation, Administrative Law, Appeals, Asylum, Leadership
Education
Brigham Young University 1993 — 1996
J.D., Law
Brigham Young University—J. Reuben Clark Law School 1993 — 1996
Juris Doctor, Law
Deloitte August 2014 - Present
Deloitte & Touche September 2009 - August 2014
Brigham Young University January 2006 - September 2009
Protiviti May 2007 - July 2007
Skills
Auditing, US GAAP, SEC Filings, Internal Controls
Education
Brigham Young University 2001 — 2009
Masters, Accounting
Domo February 2014 - Present
InsideSales.com July 2013 - February 2014
Symantec January 2012 - June 2013
Symantec May 2006 - January 2012
Deloitte & Touche 2003 - 2006
IBM Business Consulting Services (formerly PwC Consulting) 2000 - 2003
Skills
Security, .NET, Testing, Agile Methodologies, Project Management, SQL, Enterprise Software, Application Security, Microsoft SQL Server, Linux, Cloud Computing, C#, Software Development, Software Engineering, ASP.NET, JavaScript, Web Application Security, SDLC, Secure SDLC, Software Design, Web Applications, Subversion, Encryption, Scrum, XML, SaaS, Architecture, Systems Management, Security Training, MediaWiki, Visual Studio, Web Services, Software Quality...
Education
Brigham Young University 1996 — 2000
Master of Accountancy, Accounting
Actuarial Designs & Solutions, Inc. January 2003 - Present
Star Consulting Group, LLC 1994 - 2003
Deloitte & Touche 1990 - 1994
Mercer Consulting March 1987 - March 1990
Towers Perrin August 1983 - February 1987
Skills
Pensions, Actuarial, Retirement, Investments, Defined Benefit
Education
Bowdoin College 1979 — 1983
BA, Math / Economics
L.A. Turbine February 2009 - Present
Gruber Systems, Inc. 2005 - 2009
SunGard - AvantGard 1999 - 2005
SunGard Data Systems Inc 1999 - 2005
Deloitte & Touche September 1996 - September 1999
Skills
Cost Accounting, Revenue Recognition, Sarbanes-Oxley Act, US GAAP, Accounting, Auditing, Finance, Forecasting, Financial Reporting, Financial Modeling, Financial Analysis, Budgets, Business Strategy, GAAP, Analysis, Management, SEC filings, Leadership, Internal Controls, CPA, Tax, Financial Accounting, Financial Audits, Corporate Tax, Mergers & Acquisitions, Cash Management, Managerial Finance, Process Improvement, Income Tax, Enterprise Risk..., Due Diligence, Strategic Financial..., Restructuring, Executive Management, Corporate Finance, Forensic Accounting, Variance Analysis, Financial Planning
Education
Brigham Young University 1988 — 1996
Masters, Accounting
Dyno Nobel December 2003 - Present
Modus Media 2001 - 2003
Deloitte & Touche July 1995 - September 2001
Education
Brigham Young University 1991 — 1995
Ann & Robert H Lurie Children's Hospital of Chicago August 2013 - Present
Presence Health February 2006 - May 2013
Lincoln Park Hospital August 2004 - November 2005
Deloitte & Touche July 1994 - August 2004
Skills
Financial Reporting, Healthcare, Process Improvement, Financial Analysis, Internal Controls, Accounting, Auditing, Healthcare Management, Financial Modeling, GAAP, Strategic Planning, Budgets, Healthcare Consulting, Hospitals, Medicare, Revenue Cycle, Sarbanes-Oxley Act, Mergers, Managed Care, Cost Accounting
Education
Bradley University 1990 — 1994
Bachelor of Science (BS), Accounting
Cunnigham & Associates June 2004 - Present
Deloitte & Touche October 1996 - June 2004
Deloitte 1996 - 2004
Deloitte Tax LLP 1996 - 2004
Skills
Tax, Income Tax, Strategic Planning, Financial Reporting, Corporate Tax, Tax Accounting, Trusts, Tax Research, International Tax, Tax Advisory, S Corporations, SEC filings, US Tax, Partnership Taxation
Education
Bowling Green State University 2003 — 2006
Bachelor of Applied Science (BASc), Accounting
Danforth Advisors 2015 - 2015
Young Innovations, Inc. 2008 - 2013
Young Innovations 2004 - 2008
Robert W. Baird 1998 - 2004
PepsiCo 1997 - 1997
Deloitte & Touche 1992 - 1996
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA, General Management and Finance
Northeastern University and Babson School of Management 1992 — 1994
Certificate of Accountancy, Accounting
Bowdoin College 1988 — 1992
Bachelor of Arts (BA), Mathematics and Spanish, Magna Cum Laude
CIC (fka Cambridge Innovation Center) January 2015 - Present
Robert Half Management Resources March 2012 - January 2015
Thermo Fisher Scientific - Portable Optical Analysis Business Unit February 2010 - February 2012
Ahura Scientific February 2008 - February 2010
Deloitte & Touche December 2003 - December 2007
PricewaterhouseCoopers October 2001 - November 2003
Rampart Investment Management February 1995 - March 2000
Skills
Venture Capital, Private Equity, Financial Statement..., Investment Management, Due Diligence, Financial Modeling, Financial Analysis, Accounting, Financial Reporting, Revenue Recognition, Valuation, Finance, Investments, Strategic Financial..., Forecasting, Strategy, Auditing, Analysis, Variance Analysis, Portfolio Management, Budgets, Internal Audit, Hyperion Enterprise, Financial Audits, Executive Management, Financial Statements, Financial Planning
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2001
MS/MBA - Graduate School of Business Administration, Business and Accounting
Brandeis University 1990 — 1994
BA, Economics
Tel Aviv University 1993 — 1993
Overseas Student Program (OSP)
Sharon High School 1986 — 1990
Diploma
Huron Healthcare July 2013 - Present
Huron Healthcare January 2012 - June 2013
Huron Healthcare August 2010 - December 2011
Huron Healthcare August 2009 - August 2010
Missionary Training Center - Brigham Young University November 2006 - July 2009
Deloitte & Touche June 2008 - August 2008
Wal-Mart Stores Inc. June 2007 - August 2007
Center for Entrepreneurship - Brigham Young University 2005 - 2006
Skills
SQL, Microsoft Office, Pivot Tables, SQL Server, Healthcare, Data Analysis, HTML, Excel, C#, Microsoft SQL Server, Microsoft Excel, Crystal Reports, SSRS, Project Management, Visio, Access
Education
Brigham Young University 2008 — 2009
Master of Information Systems Management (MISM), Major GPA: 3.59/4.0 – Overall GPA: 3.53/4.0
Brigham Young University 2004 — 2008
Bachelor of Science - Information Systems
LDS Business College 2000 — 2004
Associate of Applied Science, Financial/Managerial Accounting, 3.88
Princess Cruises November 2011 - Present
Princess Cruises April 2006 - October 2011
SunGard - AvantGard 1999 - 2006
SunGard 1999 - 2006
Deloitte & Touche 1997 - 1999
Skills
SOX, Financial Reporting, Accounting, Compliance, Cash Management, Budgeting, Financial Analysis, Forecasting, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, GAAP, Revenue Recognition, Managerial Finance, Financial Modeling, General Ledger, Cost Accounting, US GAAP, Budgets
Education
Brigham Young University 1980 — 1986
Bachelor of Science (BS), Management
PwC April 2014 - Present
Deloitte & Touche March 2011 - April 2014
Wal-Mart September 2008 - February 2011
Aaron Rents Inc. July 2006 - February 2008
Laufen September 2005 - June 2006
Skills
Accounting, General Ledger, Income Statement, Auditing, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Financial Analysis, Financial Reporting, Budgets, Forecasting, Tax
Education
Bowling Green State University 2000 — 2005
BS, Accounting/Information Systems Audit and Control
Youngstown State University 2003 — 2003
BS, Business, Accounting
Ursuline
Deloitte & Touche May 2010 - Present
Skills
Management Consulting, Business Transformation, Business Process..., Technical Writing, Optimization, Strategic Communications, Standardization, Stakeholder Management, Stakeholder Engagement, Training & Development, Process Development
Education
Bowie State University 2002 — 2006
Bachelor of Science (B.S.), International Relations and Affairs
Bank of America February 2015 - Present
Bank of America March 2011 - February 2015
Deloitte & Touche January 2008 - March 2011
Deloitte January 2008 - September 2010
Econ One Research October 2006 - December 2007
ECON ONE RESEARCH INC (Litigation and Economic Consulting) October 2006 - December 2007
EMORY UNIVERSITY November 2004 - March 2006
ENHERENT CORPORATION February 2004 - June 2004
MERRILL LYNCH (Private Client Group) May 2002 - August 2002
HCL Infosystems Ltd June 1998 - May 1999
Skills
SAS, SQL, Risk Management, Loss Mitigation, foreclosure strategy, Management Consulting, Litigation Consulting, Business Process, Business Analytics, Operations strategy, Change Management, Project Management, Microsoft Excel, PowerPoint, Microsoft Word, Visio, Data Analytics, Economic Research, Statistical Computing, Statistical Analysis..., Statistical Data..., Information and system..., Auditing, Team Leadership, Problem Solving, Portfolio Management
Education
Brandeis International Business School 2001 — 2003
MA, International Finance and Economics
Madras Christian College 1999 — 2001
MA, Economics
Madras Christian College 1995 — 1998
BA, Economics
University of Madras
Bachelor of Arts, Economics
Emory University
September 2006 Phd; 2003Masters; Masters, Economics; International Finance and Economics; Economics
rapid prototype and manufacturing July 2012 - Present
Thogus Products Company July 2012 - Present
JALEX Medical July 2012 - December 2013
Invacare December 2010 - July 2012
MTD Products May 2003 - December 2010
Maroon, Inc. 2002 - 2003
Blue Coral - Slick 50 Ltd. 1998 - 2002
Deloitte 1994 - 1997
Deloitte & Touche 1994 - 1997
Skills
Public Speaking, Profitability Analysis, Training & Development, Product Development, Market Research, Product Life Cycle..., Competitive Analysis, Product Marketing, Cross-functional Team..., Strategic Planning, Product Launch, New Business Development, Marketing Strategy, Pricing, Consumer Products, Process Improvement, Injection Molding, Product Lifecycle..., Forecasting, Marketing, Account Management, Product Management, Team Building, Market Development, Sales, Start-ups, Market Planning, Sales Management, Contract Negotiation, Sales Operations, Market Analysis, P&L Management, Employee Training, Product Design, CO-PA, Strategy, Manufacturing, Medical Devices, Design for Manufacturing, Business Development, Plastics, Strategic Partnerships, ISO 13485, Quality System, Rapid Prototyping, Pricing Strategy, Engineering, International Business, Continuous Improvement, Lean Manufacturing
Education
Bowling Green State University 1990 — 1994
Bachelor of Science in Business Administration, Accounting
Solon High School 1987 — 1990
VistaPointe Capital Management January 2011 - Present
PRIMECAP Management Company 1996 - 2010
KPMG US 1991 - 1996
Deloitte & Touche 1987 - 1990
Skills
Equities, Investments, Mergers, Due Diligence, Financial Analysis, Competitive Analysis, Business Development, Analytics, Business Strategy
Education
Northwestern University - Kellogg School of Management 1990 — 1991
Master of Management
Brigham Young University 1981 — 1987
Bachelor of Science (BS), Accounting
CoreTrust Purchasing Group December 2012 - Present
Biola University August 2010 - December 2012
Barnett & Company February 2007 - September 2012
Western Holding / Western Door 2004 - 2007
Quiksilver 2003 - 2004
Deloitte & Touche 1996 - 2002
Skills
Tax, Public Speaking, Accounting, Auditing, Financial Accounting, Financial Reporting, CPA, Negotiation, Financial Analysis, Tax Accounting, Internal Controls
Education
Brigham Young University 1990 — 1996
BS, MAcc, Accounting (Tax Emphasis)
Huntsman April 2010 - Present
Deloitte & Touche June 2002 - April 2010
Education
Brigham Young University 1998 — 2002
Masters of Accountancy, Accounting
Bear Stearns April 1997 - March 2009
Deloitte & Touche September 1991 - April 1997
Education
Boston University Questrom School of Business 1987 — 1991
REVShare October 2014 - Present
REVShare October 2011 - Present
Deloitte & Touche September 2010 - October 2011
Neighborhood Home Care October 2008 - 2010
Skills
Audit, Financial Reporting, SOX, Internal Controls, GAAP, Accounting, Auditing, Variance Analysis, Journal Entries, US GAAP, Financial Accounting, External Audit, Technical Accounting, Consolidation, Revenue Recognition, General Ledger, Sarbanes-Oxley, Account Reconciliation, Analysis, Sarbanes-Oxley Act, Forecasting, Finance, Financial Statements, Financial Analysis, SEC Filings, CPA, Microsoft Excel, Management, Tax, Leadership, Financial Modeling, Budgets
Education
San Diego State University-California State University 2009 — 2010
Masters of Accountancy, Professional Accounting
Brigham Young University 1999 — 2003
Bachelor of Science, Finance
Chiang & Associates 2010 - 2013
Farmers Insurance June 2009 - March 2010
LCA Vision 2006 - 2009
Deloitte & Touche 2005 - 2006
Skills
Microsoft Office, Accounting, Tax, GAAP, Mergers & Acquisitions, Internal Controls, Due Diligence, Operations Management, Start-ups, Outlook, Human Resources, Cash Flow, Budgets, Strategy, Project Management, Process Improvement, General Ledger, Microsoft Excel, Strategic Planning, Financial Analysis, Sarbanes-Oxley, Financial Reporting, Sarbanes-Oxley Act, Customer Service, Auditing, Forecasting, US GAAP, Leadership, Employee Benefits, Finance, Financial Modeling, Management, Applicant Tracking..., Financial Accounting, Cost Accounting, Recruiting, Strategic Financial..., Corporate Finance
Education
Bowling Green State University 2004 — 2005
MS, Accountancy
Purdue University
MS, Communications
Hitachi GST January 2010 - Present
various 2007 - January 2010
Photon Dynamics 2003 - 2007
KLA-Tencor 1999 - 2002
Deloitte & Touche 1991 - 1999
Education
Brigham Young University
Bachelor of Science, Accounting
Brigham Young University
Masters of Accountancy (MaCC), Accounting
Brew Hub January 2015 - Present
Brighthurst Group January 2014 - Present
Momentum Worldwide May 2011 - December 2013
Anheuser-Busch November 2008 - January 2011
Anheuser-Busch January 2006 - November 2008
Anheuser-Busch January 2000 - December 2005
Anheuser-Busch January 1997 - July 2000
Anheuser-Busch May 1992 - January 1997
Anheuser-Busch March 1989 - May 1992
Deloitte & Touche July 1985 - March 1989
Skills
Marketing Operations, Marketing Strategy, Marketing ROI, Financial Management, Compliance Management, Creative Development, Budget Development, Commercial Production, Advertising Consulting, SAP, Advertising, Brand Management, Leadership, Creative Direction, Project Management, ROMI, Team Building, Managerial Finance, Mass Production, Marketing, Forecasting, Business Intelligence, Budgets, Creative Strategy, Management, Project Planning, Cross-functional Team..., Performance Management, Strategic Planning, Finance, Compliance, Sales, Analysis, CRM, Accounting, Business Planning, Internal Controls, Market Planning, Negotiation, Auditing, Pricing, Business Process, Strategy, Brand Development
Education
Bradley University 1981 — 1985
BS, Accounting
Quincy Notre Dame 1977 — 1981
The Limited April 2013 - Present
Express April 2011 - April 2013
Deloitte August 2008 - April 2011
Deloitte & Touche September 2005 - August 2008
Deloitte & Touche September 2003 - September 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Auditing, CPA, US GAAP, GAAP, Sarbanes-Oxley, Financial Accounting, Financial Statements, Accounting, General Ledger, External Audit
Education
Bowling Green State University 2002 — 2003
Masters, Accountancy
Wittenberg University 1999 — 2002
BA, Management
Salute, Inc. August 2011 - Present
Foundation for Children in Need January 2008 - June 2011
Homart Development 1987 - 1995
Deloitte & Touche 1983 - 1987
Skills
Financial Reporting, Forecasting, General Ledger, Microsoft Excel, Microsoft Office, Process Improvement, Auditing, Management, Account Reconciliation, Business Planning, Variance Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
M.B.A., Real Estate Finance
Bradley University 1979 — 1983
Bachelor of Science, Accounting
St Scholastica Academy 1975 — 1979
C.D. Howe Institute June 2015 - Present
Brandeis University September 2010 - May 2015
Bank of Canada September 2013 - November 2013
Deloitte & Touche January 2008 - August 2010
Royal Bank of Canada April 2007 - August 2007
Government of Canada May 2006 - August 2006
Skills
Econometrics, Economics, Quantitative Analytics, Policy Analysis, Stata, Financial Modeling, Macroeconomics, Data Analysis, Statistics, Corporate Finance, Bloomberg
Education
Brandeis University 2010 — 2015
Doctor of Philosophy (PhD), Economics
University of Toronto 2006 — 2008
Masters, Economics, Finance
Queen's University 2003 — 2006
Honors BA, Economics, Mathematics
Amazon.com 2013 - Present
Amazon.com 2011 - 2013
A9, an Amazon.com Company 2009 - 2011
GE Healthcare Diagnostic Imaging 2004 - 2009
GE Healthcare 2003 - 2004
Deloitte & Touche 2001 - 2002
Education
Brigham Young University 1999 — 2001
MBA, Finance
Brigham Young University 1991 — 1997
BA, International Relations
ITS Traffic Systems, Inc 2015 - Present
ITS Traffic Systems, Inc 2014 - Present
Direct Opinions 2005 - 2013
IUPUI 2002 - 2005
Comsys 1995 - 2001
The Townsend Group 1991 - 1995
Deloitte & Touche 1988 - 1991
Skills
Team Leadership, Strategic Planning, Survey Design, Customer Service, Training, Account Management, Customer Satisfaction, Leadership, Management, Market Research, Marketing Strategy, Microsoft Excel, Program Management, Public Speaking, Project Management, Sales, Sales Management, Team Building
Education
Bowling Green State University 1979 — 1983
B.S., Business Administration
Tui Marine October 2010 - Present
Rizzetta & Company February 2006 - September 2010
ICX Group May 2004 - February 2006
Zeosoft February 2001 - April 2004
Shells Seafood Restaurants February 1995 - February 2001
Deloitte & Touche January 1988 - January 1995
Skills
Financial Reporting, Accounting, Process Improvement, Internal Controls, Auditing, Finance, Microsoft Excel, Sarbanes-Oxley Act, Budgets, Program Management, Start-ups
Education
Bowling Green State University 1981 — 1985
BSBA, Accounting
University of South Florida
University of South Florida
United Fund Advisors LLC July 2006 - Present
Portland Family of Funds Holdings, Inc. July 2006 - Present
Deloitte & Touche 1995 - 2002
Skills
Due Diligence, Finance, Government, Nonprofits, Community Development, Economic Development, Leadership, Real Estate, Project Planning, Mergers & Acquisitions, Public Speaking, Real Estate Financing, Real Estate Transactions, Real Estate Development, Partnership Taxation, Tax Law, Tax Credits, New Markets Tax Credits, Tax Credit Financing, Investment Banking, Commercial Lending, Real Estate Lending, Firefighting, Search & Rescue, Climate Change..., Climate Action Planning, Financial Accounting, Tax Accounting, Financial Modeling, Asset Management, Enterprise Risk...
Education
Boston University School of Law
Master of Laws (LL.M.), Federal Taxation
Simon's Rock Early College 1980 — 1984
B.A., Socioeconomics
ACI Worldwide November 2013 - Present
Watson Solutions / Software Group / IBM August 2011 - October 2013
SPSS / Software Group, IBM October 2009 - August 2011
SPSS Inc May 2003 - September 2009
Recall Corpoartion August 2002 - May 2003
IDEX Corporation May 1996 - July 2002
Whitman Corporation September 1981 - May 1996
Deloitte & Touche June 1978 - September 1981
Skills
Sarbanes-Oxley Act, Internal Controls, International Operations, IFRS, Inventory Accounting, Revenue Recognition, Sarbanes-Oxley, Financial Reporting, US GAAP, Consolidation, SEC filings, Accounting, Internal Audit, Managerial Finance, Mergers, Financial Systems, Forecasting, Financial Analysis, Auditing, Hyperion Enterprise, Mergers & Acquisitions, Strategy, Due Diligence, Executive Management, Financial Audits
Education
The University of Chicago 1983 — 1985
MBA, Finance
Bradley University 1974 — 1978
BS, Accounting
EY June 2015 - Present
Deloitte & Touche July 2010 - June 2015
AirLiquide September 2009 - December 2009
iQor May 2009 - September 2009
Skills
Financial Modeling, Strategic Planning, Management Consulting, Corporate Finance, Valuation, Financial Analysis, Microsoft Office, Research, Strategy, Financial Reporting, Finance
Education
Brigham Young University 2007 — 2010
B.S. Business Management, Finance
MML Investors Services May 2012 - Present
MassMutual Trust Company May 2007 - May 2012
MassMutual Financial Group December 2002 - May 2012
Deloitte & Touche January 1998 - December 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Accounting, Financial Analysis, SAP, Sarbanes-Oxley, US GAAP, GAAP, Financial Accounting, Internal Audit, External Audit, Strategic Financial..., Managerial Finance, Financial Statements, General Ledger
Education
Brigham Young University 1996 — 1997
Masters of Accountancy, Accounting
Brigham Young University 1993 — 1997
BS, Accounting
Paragon Advisors, Inc October 1999 - Present
Deloitte & Touche August 1988 - October 1999
Skills
Strategic Financial..., Financial Analysis, Due Diligence, Tax, Estate Planning, Financial Modeling, Mergers & Acquisitions, Sarbanes-Oxley Act, Succession Planning, Acquisition Integration, Finance, New Business Development, Non-profits, Fixed Income, Bloomberg, Certified Divorce..., Financial Planning, Accounting, Auditing, CPA, Corporate Finance, Internal Controls, Strategic Planning, Financial Reporting
Education
Bowling Green State University 1989 — 1993
BSBA, Accounting
The University of Akron
MT, Masters of Tax
The Davey Tree Expert Company February 1993 - Present
Deloitte & Touche September 1984 - February 1993
Deloitte 1984 - 1993
Virginia Polytechnic Institute & State University June 1978 - August 1984
Education
Virginia Polytechnic Institute and State University 1979 — 1984
M.Acct, Accounting
Bowling Green State University 1977 — 1978
MEd, Remedial Reading
Westminster College (PA) 1971 — 1975
BA, English
Huntington National Bank 2010 - Present
JP Morgan Chase 2009 - 2010
Huntington National Bank 2009 - 2009
Royal Bank of Scotland Group / Charter One 2005 - 2009
RBC Capital Markets 2002 - 2004
Ernst & Young 1998 - 2002
APCOA/Standard Parking 1994 - 1998
Forest City Enterprises 1988 - 1994
Deloitte & Touche 1986 - 1988
Education
Bowling Green State University 1981 — 1986
BSBA, Accounting & Management Information Systems
Farmland Reserve, Inc. March 2013 - Present
Inergy, L.P. February 2006 - March 2013
Deloitte & Touche September 2003 - January 2006
Skills
Internal Controls, External Audit, US GAAP, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Financial Analysis, GAAP
Education
Brigham Young University 2000 — 2003
MAcc, Accounting
Tuesday Morning September 2013 - Present
TGI Fridays July 2012 - June 2013
GameStop September 2002 - February 2012
Deloitte & Touche 2000 - 2002
HomePlace December 1998 - November 2000
Crown Books December 1997 - December 1998
Federated Department Stores January 1996 - June 1997
Marshalls September 1991 - January 1996
Petire Retail 1991 - 1991
Skills
Loss Prevention, Investigations, Physical Security, Surveillance, Inventory Control, Budget Management, Exception Based..., Vendor Management, Data Mining, License Management, Training & Development, Technical Training, Risk Mitigation, Disaster Preparedness, CCTV, Alarm Management, Consulting, Project Planning, Project Management, Profit, Risk Management, Security Operations, Budgets, Private Investigations, Multi-unit, Asset Protection, Management, Security, Emergency Management, Employee Training, Store Management, Retail, Background Checks, Leadership, Inventory Management, Enforcement, Organized Retail Crime, Interviews, Shrinkage, Interrogation Techniques, Wicklander-Zulawski..., Security Management, Investigation, Store Operations, Risk Assessment, P&L, POS, Training, Multi-Unit Management, Policy
Education
Bradley University 1986 — 1989
BS, Criminal Justice
Oppenheimer & Co. Inc. February 2014 - Present
Oppenheimer & Co. April 2009 - February 2014
UBS Investment Bank June 2007 - March 2009
PwC September 2005 - June 2007
PricewaterhouseCoopers September 2003 - September 2005
Deloitte & Touche June 2002 - August 2002
Wyeth June 2001 - August 2001
Thomson Financial November 1999 - December 2000
Education
Boston University - School of Management 1999 — 2003
BSBA, Finance and Accounting
Area Energy & Electric December 1999 - Present
Roberds Inc. 1994 - 1999
Deloitte & Touche 1984 - 1994
Education
Bowling Green State University 1980 — 1984
BS, Accounting and Productions Operations Management
Bowling Green State University 1980 — 1984
BS, Accounting
Bowling Green State University 1980 — 1984
BS, Accounting
Deloitte & Touche Accounting FellowOffice of Thrift SupervisionMarch 1987 - May 1989
Education
Bowling Green State University 1975 — 1979
BSBA, Accounting
Deloitte & Touche June 2008 - Present
Bowen-Thompson Student Union at Bowling Green State University 2004 - 2008
Skills
IT Audit, Enterprise Risk..., Internal Controls
Education
Bowling Green State University 2003 — 2008
Bachelor's Degree, Accounting, MIS, and Information Systems Auditing and Control
Hospice of Michigan July 2010 - Present
Hospice of Michigan May 2000 - July 2010
Mercy Continuing Care 1992 - 2000
Deloitte & Touche 1987 - 1992
Education
Bowling Green State University 1983 — 1987
B.S.B.A., Accounting
RLI Insurance Company September 2012 - Present
Deloitte & Touche August 2011 - September 2012
RLI April 2008 - May 2011
Skills
Accounting, GAAP, Auditing, CPA, Internal Controls, US GAAP, Financial Reporting, Financial Accounting, Tax, Corporate Tax, SEC Filings, Income Tax, Sarbanes-Oxley Act, General Ledger, Tax Accounting, Tax Research
Education
Bradley University 2006 — 2011
BS & MS, Accounting
Secor Group October 2013 - Present
Deloitte & Touche June 2011 - January 2013
Deloitte & Touche November 2010 - February 2011
Deloitte & Touche September 2009 - August 2010
Skills
Internal Controls, Accounting, Accounts Payable, US GAAP, Financial Services
Education
Bowie State University 2006 — 2009
BS, Accounting
Paradigm Life April 2012 - Present
Copia Consulting April 2012 - Present
Sadler, Gibb & Associates September 2011 - April 2012
J&J Consultants January 2009 - September 2011
Goldman Sachs April 2008 - December 2008
Deloitte & Touche 2006 - 2006
Education
Marriott School of Management - Brigham Young University
Masters of Accountancy
Marriott School of Management - Brigham Young University
BS, Accounting
Brigham Young University 2003 — 2008
Minor, Economics
Deloitte & Touche November 2005 - Present
Freddie Mac April 2005 - October 2005
Friedman, Billings, Ramsey September 2004 - April 2005
First Colonial Bankshares 1992 - 1995
Iowa First Bancshares 1990 - 1992
Harris Bank 1988 - 1990
Continental Illinois National Bank 1984 - 1988
Skills
Finance, Analysis, Banking, Management, Disaster Recovery, Human Resources, Credit, Testing, Fraud, Governance, IT Audit, Employee Training, Business Process, Program Management, IT Strategy, Business Analysis, Business Transformation, CISA, Strategy, Business Process...
Education
Bradley University 1980 — 1984
B.S., Accounting/Philosophy minor
Hein & Associates August 2013 - Present
Hein & Associates August 2010 - August 2013
Deloitte & Touche August 1997 - August 2010
Skills
Corporate Tax, Tax Research, Tax Accounting, FIN 48, International Tax
Education
University of Denver 1996 — 1997
Master in Tax, Accounting - Tax
Brigham Young University 1990 — 1996
BS Accounting, Accounting
Akamai Technologies July 2013 - Present
Akamai Technologies December 2011 - July 2013
TJX October 2010 - April 2012
Deloitte & Touche August 2007 - October 2010
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science (B.S.), Accounting
Meredith Corporation - WSMV-TV June 2015 - Present
Meredith Corporation August 2013 - June 2015
Deloitte & Touche September 2010 - August 2013
Skills
Internal Controls, Sarbanes-Oxley Act, US GAAP, External Audit, SEC filings, Auditing, GAAP, Financial Reporting, Big 4, Internal Audit, Accounting, Financial Accounting, IFRS, Assurance, Sarbanes-Oxley
Education
University of Iowa 2009 — 2010
Briar Cliff University 2006 — 2009
Bachelor of Arts (BA), Accounting
Deloitte España September 2014 - Present
Deloitte August 2012 - Present
Deloitte September 2011 - August 2012
Apple Inc. November 2010 - August 2011
Deloitte August 2009 - November 2010
Deloitte & Touche September 2007 - August 2009
Skills
SEC filings, Auditing, Sarbanes-Oxley Act, US GAAP, Finance, Internal Controls, Mergers & Acquisitions, External Audit, Revenue Recognition, IFRS, Financial Accounting, SEC Filings, Accounting, Financial Analysis
Education
Brigham Young University 2000 — 2007
Bachelor of Science, Accounting
Deloitte & Touche 2007 - Present
Baring Asset Management 2005 - 2007
Université de Bretagne Occidentale September 2003 - July 2004
Skills
Hedge Funds, Risk Management, Asset Managment, Enterprise Risk..., Due Diligence, Equities, Investment Compliance..., Investment Compliance, Process Redesign, Financial Risk, Private Equity, Capital Markets, Auditing, Investment Banking, Financial Services, Asset Management
Education
Bowdoin College 1999 — 2003
BA, Government/Legal Studies, Romance Languages
Université de Toulouse-le-Mirail (Toulouse II) 2002 — 2002
Government/Legal Studies
MEC October 2014 - Present
MEC April 2013 - October 2014
Moxie April 2012 - March 2013
Moxie October 2011 - March 2012
Neo@Ogilvy March 2011 - September 2011
Neo@Ogilvy November 2009 - February 2011
Deloitte & Touche September 2007 - March 2009
Skills
Digital Strategy, Digital Marketing, Media Planning, Online Advertising, Digital Media, Advertising, Mobile Marketing
Education
Boston University Questrom School of Business 2003 — 2007
BS, Business
Retirement--At Long Last! December 2013 - Present
Internal Revenue Service June 2009 - December 2013
Citigroup Inc July 2008 - April 2009
Bear Stearns & Co., Inc. October 2000 - June 2008
Bear Stearns & Co., Inc. February 1991 - October 2000
Deloitte & Touche August 1986 - February 1991
Internal Revenue Service October 1984 - August 1986
Skills
Auditing, Financial Reporting, Account Reconciliation, Accounting, Financial Analysis, Tax, Internal Controls, Corporate Tax, GAAP, Tax Accounting, Financial Accounting, General Ledger, Income Tax, Tax Returns, Tax Research, Due Diligence, IRS
Education
Bowling Green State University 1971 — 1974
Master of Business Administration (MBA), Business Administration and Management, General
Rutgers University 1966 — 1970
Bachelor's degree, Business Administration and Management, General
North Shore-LIJ Health System Deputy General Counsel & Vice President-Legal AffairsNorth Shore-LIJ Health System2007 - Present
Deloitte & Touche 1988 - 2007
Skills
Healthcare, Healthcare Management, Hospitals, Healthcare Consulting, Managed Care, Medicare, Healthcare Industry, Health Policy, Clinical Research
Education
New York University School of Law 1981 — 1983
Master of Laws (LLM)
Boston University School of Law 1978 — 1981
J.D.
CBIZ August 2014 - Present
CBIZ April 2013 - August 2014
CBIZ April 2007 - April 2013
PolyOne November 2004 - April 2007
Lexington Precision Corporation December 2000 - November 2004
Deloitte & Touche June 1987 - February 1994
Skills
Auditing, SEC filings, Internal Controls, Financial Reporting, GAAP
Education
Bowling Green State University 1982 — 1987
Bachelor's degree, Accounting and Management Information Systems
The Church of Jesus Christ of Latter-day Saints September 2006 - Present
Deloitte & Touche 2004 - 2006
OB Sports Golf Management 2000 - 2001
Deloitte & Touche 1990 - 1995
Skills
Internal Audit, Accounting, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Managerial Finance, Budgets, Internal Controls, Analysis, Finance, Sarbanes-Oxley Act, Financial Audits, Strategic Planning, Leadership, Financial Statements, GAAP
Education
Brigham Young University 1984 — 1990
Bachelor's Degree, Accounting