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
C Squared July 2015 - Present
Mountain View High School Choir Parent Association 2012 - 2015
Mountain View High School Choir Parent Association 2008 - 2011
Talent Team Children's Musical Theatre Performing Group 2001 - 2003
Deloitte & Touche 1989 - 1993
Skills
Accounting, Tax Returns, Small Business, Microsoft Office, General Ledger, Tax Preparation, Accounts Receivable, Financial Analysis, Financial Reporting, Due Diligence, Team Building, Corporate Tax, Income Tax, Sales Tax, Public Speaking, Leadership, Management
Education
Brigham Young University 1982 — 1989
Masters of Accountancy, Accounting Information Systems and Audit
SinglePoint Staffing May 2012 - Present
ConsultNet March 2009 - May 2012
Turbulin September 2007 - December 2008
KT Consulting 2002 - 2007
Data Management Services 2001 - 2002
ConsultNet 1999 - 2001
Deloitte & Touche 1998 - 1999
Andersen Consulting (now Accenture) 1996 - 1998
Skills
Consulting, Team Building, Strategic Planning, Business Development, Contract Negotiation, Government, New Business Development, Account Management, Business Strategy, Team Leadership, Sales Management, Sourcing, Social Networking, Sales, Telecommunications, Analysis, Operations Management, Human Resources, Talent Acquisition, Leadership, Recruiting, Business Analysis, Enterprise Software, Cross-functional Team..., Management, SDLC, Technical Recruiting, Sales Operations, CRM, Hiring, Strategic Partnerships, Staffing Services, Training, Salesforce.com
Education
Brigham Young University 1994 — 1996
BS, Sociology w/Business Minor
Glendale Community College 1992 — 1994
Business Administration and Management, General
FullContact Inc. January 2015 - Present
DocuSign May 2014 - September 2014
DocuSign, Inc. February 2013 - April 2014
AT&T October 2009 - February 2013
Deloitte & Touche August 2007 - September 2008
Skills
Financial Analysis, Accounting, Competitive Analysis, SaaS, Business Development, Data Analysis, Account Management, Business Strategy, Leadership, Business Planning, Proposal Writing, Financial Modeling, Sales, Microsoft Excel, CRM, Salesforce.com, Strategic Partnerships, Direct Sales, Management, Sales Process, Cloud Computing, Process Control, Strategy, Solution Selling, Enterprise Software, Sales Operations, Telecommunications
Education
Bucknell University 2003 — 2007
Bachelors of Science, Accounting
McGladrey January 2006 - Present
First Data Corporation June 2004 - December 2005
Deloitte & Touche June 2001 - June 2004
Education
Brigham Young University 1996 — 2001
Masters, Professional Accounting
Deloitte October 2009 - Present
BYU- School of Accountancy August 2008 - May 2009
Nu Skin Enterprises January 2006 - August 2008
Deloitte & Touche January 2008 - April 2008
Controller Solutions May 2007 - January 2008
Skills
Accounting, Audit, Financial Reporting, Financial Accounting, Research, Auditing, Tax, Financial Statements, GAAP, Revenue Recognition, Valuation, SEC Filings
Education
Brigham Young University 2008 — 2009
Master of Accounting
Brigham Young University 2004 — 2008
BS, Accounting, Japanese
Deseret Management Corporation 2013 - Present
LDS Church 2006 - 2012
Corporation of the Presiding Bishopric 2004 - 2006
Salt Lake County 2001 - 2004
I-Sim 1998 - 2001
Draper Bank 1999 - 2000
Deloitte & Touche 1994 - 1999
Skills
Budgeting, Accounting, Financial Reporting, Financial Analysis, Microsoft Office, Excel, Compliance, Process Improvement, Non-profits, PowerPoint, Internal Controls, Analysis, Audit, GAAP, Internal Audit, Forecasting, Financial Management, Financial Modeling, Word, Cash Flow, Risk Management, Research, Auditing, Investments, Small Business, Policy, Financial Accounting
Education
Brigham Young University 1992 — 1994
Masters, Acctg
Skyline
3Cept June 2001 - Present
Accenture January 2001 - June 2001
Deloitte & Touche April 1999 - October 2000
Arthur Andersen January 1994 - March 1999
Citibank August 1992 - December 1993
PG&E (Pacific Gas & Electric) June 1991 - August 1992
Skills
Management Consulting, Strategic Consulting, Entrepreneurship, Strategy Development, Professional Services, Analytics, Strategy, Cross-functional Team..., Leadership, Program Management, CRM, SaaS, Business Intelligence, Project Planning, Social Networking, Training, Mergers & Acquisitions, Product Marketing, Strategic Planning, Outsourcing, Start-ups, Management, Budgets, Executive Management, Enterprise Software, Project Management, Strategic Partnerships, Change Management, Consulting, Business Development, Business Strategy, New Business Development, Product Management, Business Process..., Competitive Analysis, Recruiting, Human Resources, Emerging Markets, Business Analysis, Business Transformation, Market Research, Project Portfolio..., Marketing, Business Planning, Go-to-market Strategy, Team Leadership, Product Development, Process Improvement, IT Strategy, Analysis
Education
Brown University 1984 — 1989
ScB, Materials Science Engineering
Williston-Northampton School 1980 — 1984
Diploma, High School
Dover-Sherborn High School
US Ordnance July 2013 - Present
Gradient Resources, Inc February 2012 - July 2013
Gradient Resources, Inc. July 2010 - February 2012
Deloitte & Touche June 2006 - July 2010
Skills
Design and..., Sarbanes-Oxley Act, US GAAP, Financial Reporting, SEC filings, Auditing, Financial Accounting, Financial Analysis, Revenue Recognition, Variance Analysis, General Ledger, Fixed Assets, Risk Assessment, Cash Management, Microsoft Excel, Microsoft Word, Adobe Acrobat, Rate Regulated..., FERC Reporting, Multitasking, Team Management, Accounting, CPA, External Audit, Financial Audits
Education
Brigham Young University 2002 — 2006
Masters and Bachelors, Accounting
University of Connecticut October 2008 - Present
University of Connecticut 2005 - 2008
Steeltech Building Products, Inc. 2001 - 2005
Bio-Plexus, Inc. 1998 - 2001
Bio-Plexus, Inc. 1996 - 1998
Bio-Plexus, Inc. 1994 - 1996
Gerber Technology 1992 - 1994
Gerber Technology 1990 - 1992
Deloitte & Touche 1988 - 1990
Education
Bryant University 1984 — 1988
BS, Accounting
Citi December 2012 - Present
Citi July 2012 - December 2012
Citi October 2011 - July 2012
Deloitte & Touche September 2010 - August 2011
Tallahassee Memorial Hospital January 2010 - May 2010
Skills
IT Audit, SAS70, Information Security, Vulnerability Assessment, Information Technology, PCI DSS, Security Audits, Enterprise Risk..., Security, CISSP, Information Security..., Penetration Testing, Cloud Computing, ISO 27001, Risk Assessment, Computer Security, Governance, CISM, Firewalls, Data Security, Business Continuity, COBIT, IT Management, CEH, Disaster Recovery, CISA, Computer Forensics, Security Policy, ITIL, Application Security, Network Security, IT Risk Management, Vulnerability Management, Security Architecture..., Identity Management
Education
Florida State University 2008 — 2010
B.Sc. Degree, Information Technologies
The University of Hong Kong 2009 — 2009
Summer Institute: Asia as the Global Future
Broward Community College 2007 — 2007
A.A. Degree, Liberal Arts
Georg-Forster-Oberschule 2003 — 2006
Abitur, Physics, Geography
Zurich Insurance 2002 - Present
Navistar 2001 - Present
Occupational Health Services Institute 2002 - 2003
University of Illinois at Chicago 1999 - 2001
Lutheran General Hospital 1998 - 1999
Lake Forest Graduate School of Management 1994 - 1997
Jones Lang LaSalle 1988 - 1992
Deloitte & Touche 1986 - 1988
United States Coast Guard Academy 1983 - 1986
United States Coast Guard 1980 - 1982
Education
University of Illinois at Chicago 1999 — 2001
M.P.H., Public Health
University of Illinois College of Medicine 1994 — 1998
M.D., Medicine
Brown University 1981 — 1983
M.A., Economics
US Coast Guard Academy 1975 — 1979
B.S., Management
Powertek Corporation April 2014 - August 2015
KGS (Kforce Government Solutions) (formerly Pinkerton Computer Consultants Inc.) December 1990 - January 2013
Deloitte & Touche September 1987 - December 1990
The Washington Post September 1984 - September 1987
Kiplinger Washington Editors, Inc. May 1980 - September 1984
Aspen Systems Corporation March 1974 - May 1980
Piscataway Board of Education August 1972 - March 1974
Commonwealth National Bank September 1971 - June 1972
US Navy January 1969 - December 1970
Skills
Data Governance, Data..., Erwin, SharePoint, Data Governance, Metadata Management, Data Modeling, Data Warehousing, Data Management, Data Architecture, Enterprise Architecture, Database Design, Requirements Gathering, Relational Databases, Systems Analysis, Data Quality, Information Management, SDLC, Data Analysis, Data Integration, Business Intelligence, Data Warehouse..., Dimensional Modeling, Databases, Data Profiling, Master Data Management, ETL Concepts
Education
University of Maryland University College 1979 — 1982
Bachelor of Science (B.S.), Computer Science
Brookdale Community College 1974 — 1977
Associate of Arts and Sciences (A.A.S.), Computer Science
Moore Stephens Lovelace January 2014 - Present
Moore Stephens Lovelace May 2011 - December 2013
Brody & Associates, P.A. November 2007 - April 2011
Deloitte & Touche September 2000 - October 2007
Education
Florida Atlantic University 1998 — 2000
Bachelor of Business Administration, Major in Accounting (Graduated Cum Laude)
Broward Community College 1996 — 1998
Associate of Arts (A.A.), Business Administration (Graduated High Honors)
SumBridge August 2012 - Present
Plaster Group, LLC October 2011 - July 2012
Plaster Group, LLC December 2009 - September 2011
Ascentium February 2008 - December 2009
Microsoft January 1999 - February 2008
G2 Enterprises, Inc 2004 - 2008
Deloitte & Touche 1997 - 1999
Skills
Accounting, Forecasting, Business Analysis, Project Management, Corporate Finance, Planning, Financial Accounting, Information Management, Financial Analysis, Auditing, Accounts Payable, Managerial Finance, Internal Audit, Recruiting, Financial Reporting, SOX Compliancy, Project Planning, Software Project..., Business Intelligence, Enterprise Software, Analysis, Start-ups, Data Analysis, Business Development, Risk Management, Management, Program Management, Business Planning, Leadership, Consulting, Strategic Planning, Business Process, Training, Business Process..., Professional Services, CRM, Strategy, Management Consulting, Human Resources, Budgets, Process Improvement, Vendor Management, Analytics, Performance Management, Cross-functional Team..., Requirements Gathering
Education
Brigham Young University
MAcc, Accounting, Information Systems
Central Valley High School
Phillips 66 May 2012 - March 2015
ConocoPhillips January 2008 - May 2012
Alyeska Pipeline Service Company October 1995 - January 2008
Carlile Enterprises, Inc. May 1992 - October 1995
Chugach Fisheries September 1989 - May 1992
Deloitte & Touche August 1987 - September 1989
Skills
Category Management, Supplier Relationship..., Analysis, Risk Management, Strategic Planning, Business Planning, Management, Budgets, Contract Management, Supply Chain Management, Financial Reporting, Procurement, Strategic Sourcing, Petroleum, Finance, Contract Negotiation, Project Management, Business Process..., Energy, Forecasting, Project Planning, Financial Analysis, Strategy, Process Improvement, Sarbanes-Oxley Act, Negotiation, Internal Controls, Cross-functional Team..., Purchasing, Oil & Gas
Education
Brigham Young University 1983 — 1987
Bachelor of Science (B.S.), Accounting
The GAP Partnership
The Complete Skilled Negotiator
Levinson Institute
Strategic Organization
Strategic Decisions Group
Decision Consulting Workshop
Richard Balzer & Associates (McGrew)
Leadership & Management
Brigham Young University - Hawaii
St. Michael's Hospital November 2009 - Present
Deloitte & Touche 2005 - 2009
Skills
Managerial Finance, Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Financial Modeling, IFRS
Education
Brock University 2001 — 2005
BAcc, Accounting
The Institute of Chartered Accountants of Ontario
CA
Birch Creek Renovations 2001 - Present
Deloitte & Touche 1996 - 1999
Great West Paper Box 1995 - 1996
Ames Bros Distributors 1994 - 1996
Trans West Trailers 1990 - 1993
Skills
Project Management, Client Relations Skills, Quality Control, Interior Design, Trade and Supplier..., Material Procurement, Budget and Estimates, Cost & Benefit Analysis, Cost Reduction, Construction, Leadership, CRM, Residential Homes, Customer Service, Renovation, Contract Negotiation, Negotiation, Budgets, Purchasing, Subcontracting, Home Improvement, Pricing, Procurement
Education
Capilano College 1981 — 1983
Marketing Management Diploma, Sales & Marketing
British Columbia Institute of Technology / BCIT
BC Housing June 2014 - Present
Altus Group June 2000 - April 2014
Deloitte & Touche May 2002 - June 2008
Skills
Real Estate, Property Management, Tenant, Selling, Contract Negotiation, Sales, Commercial Real Estate, Strategic Planning, Due Diligence, Real Estate Transactions, Financial Analysis, Investment Properties, Negotiation, Real Estate Development, Leases
Education
British Columbia Institute of Technology 1992 — 1994
Marketing Management - Real Estate Option
Deloitte & Touche 2006 - Present
Education
Bryant University 2001 — 2006
BS and MBA, Accounting
STEP - Toronto branch June 2014 - Present
S+C Partners LLP November 2008 - Present
Deloitte & Touche 1994 - 2008
Smith Nixon & Company 1988 - 1992
Skills
Auditing, Tax Preparation, Estate Planning, Tax, Income Tax, Financial Analysis, Accounting, Mergers & Acquisitions, Corporate Tax, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Time Management, Assurance, Financial Accounting, Tax Returns, Financial Reporting, IFRS, Business Advisory
Education
Brock University
Bachelor of Business Administration (BBA), Accounting
Deloitte August 2014 - Present
Deloitte September 2012 - August 2014
Deloitte and Touche September 2010 - September 2012
Brigham Young University August 2009 - May 2010
Global Financial Advisors September 2009 - April 2010
Deloitte & Touche June 2009 - August 2009
Brigham Young University April 2008 - May 2009
Skills
Financial Accounting, External Audit, Excel, US GAAP, Technical Accounting..., Accounting, Revenue Recognition, Stock Compensation, Equity Valuation, Fundamental Analysis, Equity Research, Technical Writing
Education
Brigham Young University 2009 — 2010
Masters, Accounting
Brigham Young University 2003 — 2009
Bachelor's degree, Accounting
Pacific Alternative Asset Management Company (PAAMCO) March 2014 - Present
Pacific Alternative Asset Management Company (PAAMCO) January 2010 - March 2014
Pacific Alternative Asset Management Company (PAAMCO) September 2008 - December 2009
PAAMCO Europe, LLP January 2007 - September 2008
Pacific Alternative Asset Management Company (PAAMCO) March 2006 - January 2007
Deloitte & Touche June 2003 - March 2006
BRG Research Services May 2000 - June 2003
The Church of Jesus Christ of Latter-Day Saints 1997 - 1999
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Asset Managment, Equities, Private Equity, Due Diligence, Investments, Valuation, Fixed Income, Operational Due..., Derivatives, Mutual Funds, Asset Management, Financial Markets, Finance, Financial Risk, Securities, Emerging Markets, Risk Management, Investment Banking
Education
Brigham Young University
Marriott School of Business BS Accounting
EMC May 2015 - Present
EMC May 2013 - May 2015
RBS Citizens October 2011 - May 2013
State Street Corporation March 2008 - October 2011
Deloitte & Touche December 2005 - March 2008
Wolf & Company, P.C. May 2004 - December 2005
MEDITECH July 2001 - May 2004
Skills
IT Audit, Information Security, Risk Management, Internal Audit, Enterprise Risk..., Security, CISA, Auditing, Information Technology, CISSP, IT Risk Management, CRISC, Risk Assessment, ITIL v3 Foundations..., Information Security..., Sarbanes-Oxley Act, SDLC, Governance, Financial Risk, Operational Risk..., Internal Controls, Business Continuity, SAS70, Management Consulting, Cloud Computing, IT Service Management, COBIT, Penetration Testing, Vulnerability Assessment, Business Continuity..., Security Awareness, ITIL, ISO27001
Education
Bryant University 1997 — 2001
Bachelor of Science in Business Administration, cum laude, Computer Information Systems
Smithfield High School 1993 — 1997
Smithfield, RI
TIAA-CREF March 2010 - Present
The Shaw Group October 2008 - April 2010
Wachovia July 2000 - October 2008
Simpson Performance Products June 1999 - June 2000
Deloitte & Touche August 1996 - June 1999
Skills
Process Improvement, Risk Management, Financial Analysis, Forecasting, Financial Reporting, Accounting, Financial Modeling, Sarbanes-Oxley Act, Budgets, Microsoft Excel, Finance, Cash Flow, Auditing, Strategic Financial..., Managerial Finance, Accounts Receivable, Cost Accounting, Leadership, Internal Controls, Analysis, Project Planning, Management, Essbase, Business Process..., Mergers & Acquisitions, Internal Audit, Banking, Cash Management, Due Diligence, Variance Analysis, US GAAP, GAAP, Financial Accounting, Valuation, Corporate Finance, Financial Forecasting, Financial Planning
Education
Brigham Young University - Marriot School of Management 1994 — 1996
Masters in Accountancy
Brigham Young University 1989 — 1994
BS, Accouting
Flight Centre March 2005 - Present
Bentall Kennedy September 1998 - March 2005
The British Council, Slovakia February 1996 - April 1997
The British Council, Slovakia February 1996 - April 1997
Deloitte & Touche November 1994 - October 1995
Skills
Travel Management, Teamwork, Variance Analysis, Leadership, Team Leadership, Account Management, Financial Forecasting, Negotiation, Sales, Financial Modeling, Finance, Forecasting, Pricing, Tourism, Customer Service, Business Travel, Leisure Travel, Management, Event Management, Hotels, New Business Development, Online Travel, Budgets, Sales Management
Education
CMA 2000 — 2005
British Columbia Institute of Technology 1999 — 2005
Savage June 2015 - Present
Savage Services December 2012 - May 2015
Deloitte & Touche September 2010 - December 2012
Savage Services 2008 - 2010
Deloitte June 2009 - August 2009
Skills
Financial Accounting, Accounting, Financial Reporting, Auditing, SEC filings, Financial Analysis, US GAAP, Internal Controls, GAAP, Sarbanes-Oxley Act, External Audit, CPA, Big 4, Accounting Research, Assurance, Financial Statements, Internal Audit, Revenue Recognition, Account Reconciliation, Corporate Finance
Education
University of Utah - David Eccles School of Business 2009 — 2010
Masters, Accounting
Brigham Young University 2006 — 2009
BS, Accounting
J.P. Morgan July 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Russell-Newman, Inc. October 2008 - August 2011
Deloitte & Touche September 2005 - October 2008
Education
Southern Methodist University 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Brigham Young University 1998 — 2005
Master of Accounting
Accountemps May 2011 - April 2012
Deloitte & Touche July 2007 - July 2010
Kaiser Permanente October 2005 - December 2006
Kaiser Permanente August 2004 - October 2005
Skills
Healthcare Consulting, Auditing, Supply Chain Management, Business Process..., Cost Reduction..., Operations Improvement, Strategic Planning, Large-scale Data..., Sales, Marketing, Email Marketing, B2B Marketing, HMO, Government Contracting, Medical Groups
Education
Brown University 2000 — 2004
BA, Public and Private Sector Organizations
Ahart & Cardon CPAs February 2014 - Present
PricewaterhouseCoopers LLP May 2011 - January 2014
Council on State Taxation (COST) May 2011 - January 2014
Institute for Professionals in Taxation (IPT) May 2011 - January 2014
George H Cardon, CPA December 2008 - April 2011
Viad Corp January 2002 - December 2008
Viad Corp January 1999 - December 2001
Viad Corp August 1995 - December 1998
Deloitte & Touche January 1994 - July 1995
Deloitte & Touche January 1993 - December 1993
Skills
Tax, Public Companies, Audit Management, Internal Controls, SOX, Compliance Audits, Accounting, External Audit, Financial Reporting, Tax Compliance, Corporate Tax, Due Diligence, International Tax, Compliance, Tax Accounting, Preparation, Income Tax, Tax Research, FAS109, Federal Tax, Tax Audits, Mergers, Property Tax, Use Tax, Tax Advisory, Tax Returns, Tax Services, Sales Tax, Valuation, Tax Reporting, Tax Strategies, GAAP, SALT, State Taxation, Tax Controversy, Restructuring, Tax Law, Big 4, SEC reporting, Audit, Tax Credits, Sarbanes-Oxley Act, US Tax, SEC filings, FIN 48, State Tax, Tax Preparation, Auditing, US GAAP, Financial Planners
Education
Brigham Young University 1989 — 1992
Masters of Accountancy, Tax
Opportunity Village February 2015 - Present
Pinnacle Entertainment April 2011 - November 2013
Pinnacle Entertainment 2008 - June 2011
Elixir Gaming Technologies, Inc. 2007 - 2008
SURE Real Estate 2005 - 2007
Deloitte & Touche 2005 - 2005
Deloitte 2002 - 2005
Skills
SEC filings, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act, Budgets, Auditing, Financial Accounting
Education
Brigham Young University 1997 — 2002
Master of Accountancy
Exactdirect LLC January 2012 - Present
Quad Global Ventures Inc January 2011 - Present
ArchBrook Laguna LLC February 2008 - July 2011
Mangement Decisions Inc January 2006 - February 2008
BDI Laguna Inc (Laguna Corp.) March 1997 - December 2005
Brawer Bros Inc January 1984 - March 1997
Deloitte & Touche July 1981 - January 1984
Skills
Forecasting, Financial Reporting, Managerial Finance, Accounting, Internal Controls, Financial Analysis, Finance, Financial Statements, Mergers & Acquisitions, Process Improvement, Financial Accounting, Accounts Payable, Budgets, GAAP, Business Process..., General Ledger, ERP, Credit, Executive Management, Sarbanes-Oxley, Consolidation, Business Analysis, Cash Management, Payroll, Risk Management, Strategic Planning, SEC filings, Management, Negotiation, US GAAP, Accounts Receivable, Cash Flow, Access, Fixed Assets, Financial Modeling, Cost Accounting, Account Reconciliation, Business Planning, Revenue Recognition, Auditing, Sarbanes-Oxley Act, Integration, Income Statement
Education
Bucknell University 1977 — 1981
BSBA, Accounting
Wolters Kluwer Tax & Accounting US February 2014 - Present
Kelly Services January 2013 - February 2014
Kelly Services January 2013 - February 2014
Kelly Services - CCH, Inc. September 2012 - December 2012
Adventure RV & Truck Center, LLC September 2011 - August 2012
Fiducial September 2010 - August 2011
Sageland CPA, LLC August 2008 - May 2009
Fiducial January 1991 - August 2008
Deloitte & Touche June 1991 - March 1993
Education
Portland Community College 1990 — 1991
none, Accounting
Ricks College 1979 — 1980
. January 2008 - Present
CIT May 2004 - October 2007
ABN AMRO Bank N.V. December 2002 - May 2004
MFP Financial Services November 1987 - December 2002
Deloitte & Touche May 1984 - November 1987
Education
Alliance Française 2000 — 2002
French Language
Brock University
B.Admin.(Honours), Finance/Accounting
Grant Thornton LLP July 2010 - Present
Capital Group April 2004 - July 2010
Deloitte & Touche August 1997 - April 2004
Commission for Economic Development in Orem (CEDO) July 1993 - August 1997
Skills
Accounting, Auditing, Budgets, Business Analysis, Business Continuity, Business Process..., Change Management, Compliance, Consulting, Enterprise Risk..., Enterprise Software, Finance, Financial Accounting, Financial Analysis, Financial Risk, Financial Services, Governance, IT Audit, IT Strategy, Information Security, Information Technology, Internal Audit, Internal Controls, Leadership, Management, Management Consulting, Marketing, Mutual Funds, Outsourcing, PMO, Process Improvement, Program Management, Project Management, Risk Management, SAS70, SDLC, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Start-ups, Strategy
Education
Brigham Young University 1992 — 1997
Master of Accounting and Information Systems, Accounting and Informatin Systems
N/A July 2012 - Present
Deloitte January 2008 - July 2012
Ernst & Young 2007 - 2007
Deloitte & Touche 2006 - 2006
Skills
Financial Reporting, Financial Accounting, Tax, Financial Analysis, Financial Statements, Tax Returns, Corporate Tax, US GAAP
Education
Brigham Young University 2006 — 2007
Masters of Accountancy, Tax
Utah State University 2002 — 2005
Bachelors of Science, Economics and Accounting
The Select Family of Staffing Companies October 2006 - Present
Milgro Nursery, Inc. March 2001 - October 2006
Pyne Waltrip, Lippert & Olson February 1997 - March 2001
Deloitte & Touche July 1987 - August 1990
Education
Brigham Young University 1978 — 1984
BS, Accounting
PricewaterhouseCoopers July 2011 - Present
Greenstein Rogoff Olsen & Co. LLP April 2009 - June 2011
Deloitte & Touche January 2008 - April 2008
PricewaterhouseCoopers January 2007 - April 2007
Education
NACVA 2009 — 2009
AVA
Brigham Young University - Idaho 2004 — 2009
Bachelor, Accounting and Finance
California State University-East Bay
MBA, Finance
Hewlett-Packard May 2014 - Present
Hewlett-Packard May 2013 - May 2014
Hewlett-Packard April 2011 - April 2013
BeyondTrust April 2010 - April 2011
Hewlett-Packard February 2009 - April 2010
Hewlett-Packard February 2007 - February 2009
Bitfone Corporation August 2006 - March 2007
Peregrine Systems Inc October 2004 - July 2006
Fair Isaac 2004 - 2004
Deloitte & Touche 1998 - 2004
Skills
Mergers, Revenue Recognition, SEC filings, Acquisition Integration, Financial Modeling, Financial Analysis, Due Diligence, Financial Reporting, Forecasting, Sarbanes-Oxley Act, Start-ups, Executive Management, Mergers & Acquisitions, Consolidation, Product Management, Strategic Financial..., Finance, Business Intelligence, Budgets, Business Process, Venture Capital, Business Process..., Strategy, Analysis, Strategic Planning, Integration, Financial Forecasting, Management Consulting, Accounting, Business Strategy, Auditing, Corporate Development, Program Management, Restructuring, Business Planning, Corporate Finance, Cross-functional Team..., Management, Process Improvement, Change Management, Business Analysis, Managerial Finance, Leadership, Competitive Analysis, Strategic Partnerships, Financial Planning
Education
University of California, Irvine - The Paul Merage School of Business 1996 — 1998
MBA, Accounting and Finance
Brown University 1987 — 1991
BA, International Relations
上智大学 1989 — 1990
Study abroad, International Relations
Stanley Black & Decker, Inc. May 2015 - Present
Stanley Black & Decker, Inc. November 2013 - May 2015
Deloitte & Touche September 2011 - November 2013
Deloitte & Touche September 2009 - September 2011
Deloitte & Touche June 2009 - August 2009
Brigham Young University September 2008 - December 2008
Melaleuca Inc June 2007 - May 2008
LDS Philanthropies January 2007 - June 2007
The Church of Jesus Christ of Latter-Day Saints August 2004 - July 2006
Skills
Internal Controls, Spanish, Team Management, Portuguese, IFRS, Analysis, Management, US GAAP, Accounting, Auditing, Finance, Budgets, Consolidation, Internal Audit, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (MBA), Finance
Brigham Young University - Idaho 2006 — 2009
BS, Accounting, Chinese
CESMAG
Damascus Community Bank September 2015 - Present
Arlington Community Federal Credit Union July 2010 - September 2015
McGladrey & Pullen July 2009 - February 2010
Moss Adams October 2006 - April 2009
Deloitte & Touche August 2004 - October 2006
Buchbinder Tunick & Company January 2004 - August 2004
AllianceBernstein February 1999 - November 2002
Skills
Financial Reporting, General Ledger, Account Reconciliation, Year End Close, Fixed Assets, Journal Entries, General Ledger..., Financial Accounting, Sensitivity Analysis, GAAP, Big 4, Credit Unions, Spreadsheets, Problem Solving, Year-end Close, Auditing, Tax, Corporate Tax, IFRS, Revenue Recognition, Internal Controls, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Statements, Managerial Finance
Education
Pace University 2003 — 2004
MS
George Washington University 1996 — 1998
MBA
Bryant University 1988 — 1991
BS
Morgan, Brown & Joy, LLP August 2014 - Present
Nutter McClennen & Fish LLP October 2006 - August 2014
Deloitte & Touche July 1999 - July 2003
Skills
Litigation, Employment Law, Commercial Litigation, Civil Litigation, Appeals, Courts, Trade Secrets, Legal Assistance, Litigation Support, Policy, Business Litigation, Discrimination, Torts, Employee Benefits, Nonprofits
Education
The University of Connecticut School of Law 2003 — 2006
Juris Doctor (J.D.), Law, With Highest Honors
Brown University 1995 — 1999
AB, Economics, Political Science
CVS Health's Prescription Drug Companies April 2011 - Present
CVS Caremark Idemnity, Ltd. October 2013 - Present
CVS Health December 2010 - Present
CVS Health September 2009 - December 2010
Deloitte & Touche September 1998 - September 2009
Sysco 1997 - 1998
Shaw's Supermarkets 1995 - 1997
Shaw's Supermarkets 1990 - 1994
Skills
Financial Reporting, Auditing, SEC filings, Accounting, Financial Statements, Mergers & Acquisitions, Consolidation, Revenue Recognition, Cost Accounting, Sarbanes-Oxley Act, Risk Management, GAAP, Budgets, Financial Audits, Financial Accounting, Internal Controls, Financial Analysis, Sarbanes-Oxley, Management, Managerial Finance, CPA, Leadership, IFRS, Cross-functional Team..., Executive Management, Variance Analysis, Acquisition Integration, Team Building, Corporate Finance, Hyperion Enterprise, Financial Modeling, External Audit, Month End Close, SAP, Big 4, Government Accounting, Medicare Part D, Problem Solving, Staff Development, Development Of Teams, Reinsurance, CMS, Mentoring, Project Management, Technical Accounting, Statutory Reporting, Budgeting, Compliance, Regulatory Reporting, Lean Six Sigma
Education
Bryant University 1994 — 1998
BS, Financial Accounting
Medfield High School 1990 — 1994
Roth Corporation June 2011 - Present
K2 Energy Solutions, Inc August 2007 - June 2011
Medegen Medical Products Inc May 2000 - August 2007
Advance Direct February 1996 - May 2000
Innovative Products and Periphals Corporation August 1994 - September 1995
Celestial Seasonings Inc December 1990 - August 1994
Alert Holdings Inc July 1989 - September 1990
Deloitte & Touche June 1982 - July 1989
Skills
Accounting, Financial Reporting, Corporate Budgeting, Financial Analysis, Corporate Tax..., Audit Management, Treasury Management, ROI Management, Cash Management, Working Capital..., Credit and Collections, Financial Modeling, Business Acquisition, Acquisition Integration, Due Diligence, Fundraising, GAAP, SEC Filings, Sarbanes-Oxley..., International Accounting, Project Management, Purchasing, Forecasting, Inventory Management, Cost Accounting, Internal Controls, Risk Management, Insurance, Management Reporting, Human Resources, Recruiting and Staff..., Team Leadership, Quality Systems, Continuous Improvement..., Information Systems, Enterprise Systems..., Manage Banking Relations, Equipment Financing and..., Contractual and Lease..., Operations Management, Cost Cutting Initatives, Proficient in Microsoft..., Goal Setting and..., Customer Service, Management Of..., Shorten Company..., Management, Sarbanes-Oxley Act, Auditing, SEC filings
Education
Brigham Young University 1978 — 1982
Master of Accountancy and Bachelor of Science
Ricks College 1974 — 1975
Junior College Courses
Southwest Airlines May 2014 - Present
Southwest Airlines October 2012 - May 2014
Deloitte September 2011 - 2012
Qualtrics Labs May 2008 - July 2011
Deloitte & Touche January 2010 - March 2010
Skills
Customer Service, Cash Flow, Budgets, Finance, Microsoft Excel, Accounts Payable, Accounting, Financial Statements, Financial Analysis, Sales, Financial Modeling, Auditing, Financial Accounting, Financial Reporting
Education
Brigham Young University 2006 — 2011
Master of Accountancy
TransCelerate Biopharma, Inc. January 2014 - Present
Pfizer August 2013 - Present
Pfizer January 2010 - July 2013
Pfizer July 2007 - July 2010
Pfizer May 2004 - July 2007
Pfizer October 2001 - May 2004
Deloitte & Touche May 1999 - October 2001
U.S. Coast Guard May 1993 - May 1999
Skills
Healthcare Information..., Biomedical Sciences, Informatics, IT Strategy, Strategic Planning, Innovation, Innovation Management, Project Portfolio..., SDLC, Team Building, Business Process..., Program Management, Vendor Management, IT Management, Process Improvement, Change Management, IT Service Management, ITIL, Software Project..., Risk Management, Project Management, PMO, PMP, Cross-functional Team..., Project Planning, Data Analysis, Digital Signal..., Electrical Engineering, Electronic Navigation, Management, Biology
Education
Brown University
Master of Arts (M.A.), Biology
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 1999
Master of Business Administration (M.B.A.)
University of Rhode Island 1995 — 1997
Master of Science (M.S.), Electrical Engineering
US Coast Guard Academy 1989 — 1993
Bachelor of Science (B.S.), Electrical Engineering
Cresa August 2011 - Present
Milo Kleinberg Design Associates MKDA October 2009 - March 2011
TPG Architecture October 2007 - October 2009
Winick Realty Group January 2004 - August 2007
Cushman & Wakefield January 2002 - January 2004
Insignia/ESG 1999 - 2002
Winstar Communications 1999 - 2000
KPMG 1998 - 1999
Deloitte & Touche 1997 - 1999
Dreyer & Traub 1989 - 1993
Skills
Tenant, Real Estate Development, Negotiation, Contract Negotiation, Disposition, Lease Negotiations, Commercial Real Estate, Tenant Representation, Real Estate Transactions, Retail, Real Estate Economics, Real Estate, Due Diligence, Corporate Real Estate
Education
Brooklyn Law School 1984 — 1987
Juris Doctor
State University of New York at Stony Brook 1980 — 1984
BA, Sociology
Midwood HS
Copperplate Communications June 2010 - Present
Parent Advisory Council, Trafalgar School September 2011 - August 2013
Editors' Association of Canada July 2010 - May 2011
Kitsilano Neighbourhood House September 2009 - September 2010
Genesis Nutrition September 2007 - June 2010
University of Toronto October 1998 - September 2002
Deloitte & Touche October 1997 - October 1998
Skills
Blogging, Editing, Copywriting, Copy Editing, Proofreading, Media Relations, Newsletters, Web Content, Strategic Communications, Marketing Communications
Education
British Columbia Institute of Technology / BCIT 2011 — 2015
Simon Fraser University 2009 — 2011
Certificate
York University 2002 — 2002
The University of British Columbia 1994 — 1997
MAS
The University of British Columbia 1986 — 1990
BA
SenSys international February 2009 - Present
ParaLegal Assistance, LLC February 2011 - Present
PTS Consulting January 2008 - February 2009
Verizon Business April 2004 - December 2007
SenSys international September 1991 - April 2004
Deloitte & Touche May 1988 - September 1991
IPCSystems 1985 - 1987
Skills
Strategic Planning, Customer Relations, PBX, ACD, Change Management, Expert Witness, Telecommunications, Gateway, Call Center, Business Process, SLA, Business Continuity, Outsourcing, Vendor Management, Professional Services, Managed Services, Management Consulting, Executive Reporting, Consultancy, Executive Management, RFP, IP, Contract Management, Start-ups, VoIP, Contract Negotiations, Business Management, Disaster Recovery, Team Leadership, New Business Development, Vendor Relations, Data Center, Cost Reduction..., Technology Alignment, Telecommunications..., Mobility Strategy, Wireless Mobility, Enterprise Mobility, Contract Negotiation, Management, Project Planning, Unified Communications, Networking, SaaS, Telephony, Cloud Computing, Strategic Partnerships, Call Centers, Customer Service, Sla
Education
Brookdale Community College 2010 — 2011
ABA Approved Paralegal Certificate, Law
Saint John's University
BA, English
Deloitte & Touche October 2001 - Present
Skills
Internal Controls, IFRS, External Audit, Sarbanes-Oxley Act, Auditing, US GAAP, Financial Reporting, Big 4, Assurance, SEC filings, Compliance/Single/A-133...
Education
The University of Connecticut 2001 — 2002
Master's degree, Accounting
Bryant University 1998 — 2001
Bachelor of Science (BS), Accounting
Optum Bank May 2003 - Present
In2M Corporation 2000 - 2002
BMW Bank of North America 2000 - 2000
Deloitte & Touche 1989 - 2000
Skills
Six Sigma Green Belt, Asset Liability..., Interest Rate Risk..., Corporate Governance, Board of Directors..., Budgeting and..., Process Improvement, Cost Containment, Treasury Management, Enterprise Risk..., Regulatory Reporting, Public Company Reporting, Budgets, Forecasting, Cost Accounting, Internal Audit, Financial Analysis, Internal Controls, Financial Reporting, ALM, Accounting, Auditing, Start-ups, Risk Management
Education
Michigan State University - The Eli Broad Graduate School of Management 1988 — 1991
Master of Business Administration (M.B.A.), Accounting and Finance
Brigham Young University
Ernst & Young September 2015 - Present
Kings County District Attorney's Office September 2014 - December 2014
Lindabury, McCormick, Estabrook & Cooper, P.C. May 2014 - August 2014
Brooklyn Law School January 2014 - May 2014
AIG September 2013 - December 2013
U.S. District Court, District of New Jersey May 2013 - August 2013
Deloitte & Touche February 2010 - August 2012
Skills
International Tax, Corporate Tax, Tax Research, Tax, Tax Advisory, Tax Law, Transfer Pricing, Income Tax, Big 4, Partnership Taxation
Education
Brooklyn Law School 2012 — 2015
Doctor of Law (JD)
Saint John's University - Peter J. Tobin College of Business 2009 — 2010
Masters of Science, Taxation
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
Bachelor of Science, Accounting
Financially Fierce, LLC 2009 - Present
Valentine Legal Group, LLC 2002 - 2015
Joe's Justice Radio Show - WOL1450 AM 2004 - 2005
Howard Community College 2003 - 2004
Liotta, Dranitzke & Engel, LLP 2001 - 2002
Deloitte & Touche 1997 - 1998
The Metropolitan Museum of Art 1993 - 1994
Price Waterhouse 1991 - 1993
American Express 1988 - 1990
Skills
Corporate Training, Credit, Public Speaking, Credit Reports, Credit Scoring, Financial Wellness..., Personal Finance, Employee Training, Training, Executive Coaching, Motivational Speaking, Coaching, Published Author, Consumer Debt, Credit Cards, Personal Financial..., Credit Rating, Consumer Law, Debt, Group Training, Litigation, Credit Reporting, Finance, Entrepreneurship, Budgets
Education
Brooklyn Law School 1994 — 1997
Juris Doctor, Law
Villanova University 1987 — 1991
B.S., Accountancy
Professional Designations
Licensed to Practice Law, NY, NJ, CT, MD and DC
JDSU November 2014 - Present
PAREXEL January 2014 - November 2014
Deloitte & Touche October 2010 - January 2014
Skills
Accounting, Auditing, GAAP, US GAAP, Internal Controls, External Audit, Financial Reporting, Financial Accounting, Microsoft Excel, Financial Analysis, Financial Modeling, Internal Audit, Microsoft Office, SEC Filings, Sarbanes-Oxley Act
Education
Bryant University 2010 — 2010
Master's degree, Accounting
Bryant University 2006 — 2009
Bachelor of Science (B.S.), Accounting and Economics
Beijing 21st Century International School 2000 — 2006
7 to 12
Data Masons Software February 2008 - Present
Town of Acton, MA June 2011 - April 2015
PrecisionPoint Software October 2006 - February 2008
Microsoft July 2002 - October 2006
Navision Software 2001 - 2002
Damgaard June 1999 - January 2001
PeopleSoft May 1998 - June 1999
Walker, Inc December 1996 - May 1998
CODA December 1995 - December 1996
Deloitte & Touche September 1990 - May 1995
Education
Bryant University 1987 — 1990
BS Business Administration
Fidelity Investments November 2014 - Present
Southern New Hampshire University September 2013 - Present
Fidelity Investments February 2006 - October 2014
New England College of Business and Finance June 2010 - June 2014
Johnson & Wales University December 2010 - November 2011
New England College of Business and Finance October 2009 - June 2010
Cleanharbors Environmental Services, Incorporated June 2001 - February 2006
Deloitte & Touche 1999 - 2001
Skills
Budgets, Emotional Intelligence, Acquisition Integration, Financial Modeling, Essbase, Financial Analysis, Finance, Variance Analysis, KPI Dashboards, Budgeting, Hyperion Essbase, Customer Segmentation..., MBA Educated, Big Four Public..., Decentralized..., NPV, IRR, Building Relationships, Accounting, Business Analysis, Leadership, Management, Strategy, Strategic Financial..., Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA
Northeastern University 2004 — 2004
Graduate Certificate
Bryant University 1995 — 1999
BS
Deloitte & Touche January 1981 - Present
Skills
Auditing, Financial Reporting, Accounting, US GAAP, SEC filings, Big 4, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Accounting, External Audit, Financial Analysis, Enterprise Risk...
Education
Brigham Young University 1973 — 1980
Master's degree, Accountancy
The RBL Group September 2014 - Present
The RBL Group January 2008 - Present
The RBL Group December 2006 - December 2007
The RBL Group October 2006 - December 2006
Deloitte & Touche 2000 - 2002
Ford Motor Company May 1999 - August 1999
Harvard University Press 1997 - 1998
Harvard University Press 1994 - 1997
Skills
Leadership Development, Talent Management, Change Management, HR Strategy, Product Development, Publishing, Editing, Management Consulting, Organizational..., Product Management, Program Management, Team Building, Succession Planning, Training, Executive Coaching, Marketing, Organizational..., Management, Research, Human Resources, Leadership, Coaching, Strategy, Talent Acquisition, Teaching, Cross-functional Team..., Product Marketing, Personnel Management
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
M.B.A., Organizational Behavior & Human Resource Management
Brigham Young University 1988 — 1991
B.A., Political Science, English
Deloitte & Touche LLP August 2013 - Present
Deloitte & Touche September 2001 - Present
Deloitte & Touche September 2006 - September 2009
Deloitte & Touche September 2001 - September 2006
Kroll, Lindquist, Avey May 2000 - August 2000
Wachovia, A Wells Fargo Company May 1999 - August 1999
Skills
Risk Management, Team Leadership, Project Portfolio..., Business Strategy, Business Management, Business Analysis, Project Implementation, Project Execution, Banking Operations, Mortgage Banking, Credit Analysis, Financial Services, Project Management, Management, Finance, Enterprise Risk..., CRM, Governance
Education
Villanova University 2008 — 2010
Masters in Business Administration, Business/Finance
Bucknell University 1997 — 2001
Bachelor of Science in Business Administration, Business Management and Economics
Hewlett-Packard March 2014 - Present
Hewlett-Packard May 2012 - February 2014
Hewlett-Packard November 2009 - May 2012
Hewlett Packard November 2008 - October 2009
Hewlett Packard November 2004 - October 2008
Hewlett-Packard November 2002 - November 2004
Compaq May 2001 - November 2002
Hewlett-Packard April 2000 - May 2001
Deloitte & Touche June 1999 - August 1999
Evans & Sutherland May 1998 - August 1998
Skills
Business Planning, Product Marketing, Business Development, Forecasting, Go-to-market Strategy, Channel, Program Management, Strategic Planning, Product Management, Pricing, Cross-functional Team..., Channel Partners, Marketing Strategy, Mergers & Acquisitions, Negotiation, Business Strategy, Project Management, HP, Partner Management, New Business Development, Solution Selling, Product Development, Lead Generation, Business Alliances, Enterprise Software, Promotions, Professional Services, Financial Modeling, Contract Negotiation, Business Modeling, SaaS, Analytics, Managed Services, Data Modeling, Strategic Partnerships, Strategy, Team Leadership, Product Lifecycle..., Public Speaking, Training Delivery, Computer Hardware, Management, Leadership
Education
Brigham Young University 1997 — 1999
MBA, Business, Marketing, Economics, Finance, Data Analysis, 3.74
Brigham Young University—J. Reuben Clark Law School 1996 — 1999
Doctor of Law (J.D.), Law, Top 20% of Class
University of Utah 1991 — 1996
BS, Economics
Brighton High School 1987 — 1990
Deloitte October 2012 - Present
Bryant University Academic Center for Excellence September 2009 - May 2012
Deloitte & Touche June 2011 - August 2011
TD Bank May 2009 - January 2011
Deloitte & Touche July 2010 - July 2010
PwC June 2010 - June 2010
Skills
PowerPoint, Customer Service, Word, Banking, Accounting
Education
Bryant University 2012 — 2012
Master of Professional Accountancy
Bryant University 2008 — 2011
Bachelor of Science
BlackRock June 2014 - Present
BlackRock June 2012 - June 2014
Deloitte & Touche September 2010 - March 2013
Deloitte & Touche June 2009 - August 2009
BlackOut Design June 2008 - August 2008
Smith Barney May 2007 - August 2007
Skills
CPA, Microsoft Excel, Financial Analysis, Bloomberg, Big 4, Financial Reporting, Finance, Valuation, Analysis, Equities
Education
Bucknell University 2006 — 2010
Bachelor of Science (BS), Accounting
University of Cape Town 2009 — 2009
Commerce
Intermountain Power Agency October 2009 - Present
LDS Church April 2007 - October 2009
Xcel Spa & Fitness August 2002 - April 2007
Infopia, Inc October 2001 - August 2002
Deloitte & Touche 1995 - 2001
Deloitte 1995 - 2001
Skills
Accounting, Auditing, US GAAP, Internal Controls, SEC filings, Financial Reporting, GAAP, Financial Analysis, Strategic Planning, Finance
Education
Brigham Young University 1987 — 1994
Accounting
Costco Wholesale January 2012 - Present
Marsh January 2008 - January 2012
SuperValu July 2005 - December 2007
Deloitte & Touche August 2000 - August 2002
Skills
Risk Management, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Insurance, Financial Risk, Property & Casualty..., Commercial Insurance, Underwriting, Strategic Financial..., Enterprise Risk..., Finance, Workers Compensation, Financial Planning, Process Improvement
Education
Brigham Young University 2002 — 2004
MBA, Emphasis in Finance
Brigham Young University 1997 — 2000
Bachelor of Science, Accounting
Piccerelli, Gilstein & Company, LLP December 1973 - Present
Deloitte & Touche September 1964 - November 1973
Skills
CPA, US GAAP, Litigation Support, Tax Preparation, Valuation, Financial Accounting, Financial Reporting, Business Valuation, Tax, Corporate Tax, Accounting, Auditing, Expert Witness, Forensic Accounting, Income Tax, GAAP, Financial Analysis
Education
Bryant University 1960 — 1964
Bachelor of Science, Accounting
Aviacode May 2013 - Present
Central Logic September 2012 - April 2013
Aviacode 2011 - 2012
SageCreek Partners, LLC 2008 - 2012
Symantec 2007 - 2008
Altiris 2000 - 2007
NAC 1995 - 2000
Deloitte & Touche 1988 - 1995
Skills
Mergers, Start-ups, Business Alliances, Entrepreneurship, Business Development, Strategic Partnerships, Salesforce.com, Strategic Planning, Enterprise Software, Revenue Recognition, Product Management, SaaS, Managerial Finance, Strategic Finance, Leadership, Accounting Management, Mergers & Acquisitions, Venture Capital, Process Improvement, Business Strategy, Strategy, Business Planning, Private Equity, Executive Management, Finance, Lead Generation, Management, Cloud Computing, Competitive Analysis, Professional Services, Go-to-market Strategy, Cross-functional Team..., SEC filings, Business Process..., P&L Management, IPO, Product Marketing, Financial Modeling, GAAP
Education
Brigham Young University
BS, Accounting, Managerial Economics
Pratt and Whitney August 2015 - Present
EquiPower Resources Corp. August 2011 - July 2015
GDF Suez Energy North America, First Light Power Resources 2007 - August 2011
Deloitte 2002 - 2007
Deloitte & Touche 2002 - 2007
Skills
SEC filings, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, External Audit, Consolidation, US GAAP
Education
Bryant University 1998 — 2002
BSBA, Accounting
Ginsberg Shulman, PL September 2013 - Present
Bar Boutique/Ginzoscloset an Ebay Store November 1998 - Present
Law Offices of Jill R. Ginsberg, PL August 2000 - September 2013
Kluger Peretz Kaplan & Berlin 2001 - 2004
Barranco, Kircher 1998 - 1999
KPMG Peat Marwick September 1995 - September 1998
Spear, Safer, Harmon CPA's 1990 - 1995
Deloitte October 1987 - January 1990
Deloitte & Touche 1987 - 1990
Skills
Trusts, Estate Planning, Wills, Tax, Probate, Guardianship
Education
Brooklyn Law School 1984 — 1987
J.D., Tax/Family Law
Franklin & Marshall College 1980 — 1984
B.A., Accounting and Business Management
Atlantic Capital Advisory Services, LLC June 2004 - Present
LNR Property Corporation 2003 - 2010
Deloitte & Touche June 2000 - August 2003
Deloitte & Touche January 1999 - December 2000
Marcum LLP August 1997 - August 1998
Education
Hofstra University 1996 — 1998
MBA, Accounting and Taxation
Bryant University 1990 — 1993
BA, Accountig and Finance
Vista Equity Partners September 2014 - Present
Insignia Capital Group May 2013 - September 2014
Standish Management, LLC June 2012 - September 2014
Calera Capital September 2007 - June 2012
Friedman Fleischer & Lowe 2001 - 2007
Meritus Research 1999 - 2001
PwC 1997 - 1999
Deloitte & Touche 1996 - 1997
Skills
Private Equity
Education
Brigham Young University 1991 — 1996
BS, Accounting
Deloitte & Touche February 2009 - Present
Deloitte & Touche July 2008 - February 2009
Deloitte & Touche January 2006 - July 2008
JP Morgan Chase October 2003 - December 2005
Infogrames March 2000 - September 2001
Dow Jones March 1999 - March 2000
Skadden Arps January 1998 - January 1999
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Windows 95, Wordperfect, Firefox, XP, Oracle, Lotus 123, Netscape Navigator, Human Resources, Invoicing, Project Management, Team Building
Education
New York University 2004 — 2005
Organizational Behavior and Communications
Brookdale Community College 1994 — 1997
Political Science
Fortium Partners LP August 2015 - Present
Self July 2012 - July 2015
Peralta Community College District July 2011 - June 2012
SADA Systems February 2011 - January 2012
Washington State Department of Information Services June 2009 - November 2010
Los Angeles Unified School District October 2007 - June 2009
Los Angeles Community College District September 2002 - October 2007
PricewaterhouseCoopers 1995 - 2001
Deloitte & Touche 1992 - 1995
VA Outpatient Clinic 1982 - 1984
Skills
Cloud Computing, Business Analysis, Strategic Planning, Emerging Technologies, Program Management, Business Process Design, Project Management, Change Management, Leadership, Governance, Information Technology, IT Management, ITIL, Business Process..., Management Consulting, IT Strategy, Business Process, SDLC, Strategy, Integration, SAP, Management, Business Intelligence, System Administration, Project Planning, Consulting, Business Strategy, Process Improvement, Team Leadership, Enterprise Software, Security, PMP, Vendor Management, Project Portfolio..., Enterprise Architecture, ERP
Education
University of Southern California 1979 — 1981
MS, Systems Management
Brown University 1969 — 1971
NextStep Partners June 2011 - Present
The Galileo Initiative, Inc. January 2002 - May 2011
PowerLight 2005 - 2008
Hall Kinion 1997 - 2003
FranklinCovey 1995 - 1999
Adia 1985 - 1995
Adecco 1991 - 1994
Deloitte & Touche 1979 - 1982
Deloitte 1979 - 1982
Skills
Leadership Development, Strategy, Strategic Planning, Team Building, Coaching, Leadership, Management Consulting, Start-ups, Public Speaking, Entrepreneurship, Business Strategy
Education
Brigham Young University 1964 — 1970
DLA, LLC March 2008 - Present
David Landau & Associates, LLC March 2008 - March 2010
Net@Work 2000 - 2005
Deloitte & Touche 1997 - 2000
Skills
Internal Audit, Accounting, Valuation, SOX Controls and Testing, Business Process..., Business Process Design, System Requirements, System Selection, IT Governance, IT Control Design, Sarbanes-Oxley, Governance, Business Strategy, Due Diligence, Billing Systems, Business Analysis, Project Management, Disaster Recovery, Strategy, ERP, Enterprise Risk..., Leadership, Risk Management, Management Consulting, Business Intelligence, Management, Analysis, Consulting, Sarbanes-Oxley Act
Education
Brooklyn Law School 1991 — 1994
JD, Business and Tax Law
University of Michigan 1985 — 1989
BS, Accounting
Randolph High School
Alan Biller and Associates May 2009 - Present
Barclays Global Investors November 2007 - April 2009
HSBC, North American June 2002 - November 2007
Deloitte & Touche May 2000 - June 2002
Skills
Valuation, Manager Selection, Due..., Capital Markets, Investments, Asset Allocation, Investment Management, Mergers & Acquisitions, Manager Selection, Financial Analysis, Portfolio Managers, Management, Due Diligence, Equities, Finance, Portfolio Management, Analysis, Financial Risk
Education
Brigham Young University
MBA,BS
Medical Solutions March 2014 - Present
MV Transportation August 2012 - March 2014
XO Group Inc. November 2010 - August 2012
Noddle Companies April 2007 - November 2010
Deloitte & Touche January 2004 - January 2007
CAF USA, Inc. January 2001 - December 2003
Ernst & Young April 1998 - December 2000
Skills
Real Estate, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Sales, SEC filings, Internal Controls, Accounting, Budgets, GAAP, Financial Accounting, Sarbanes-Oxley, General Ledger, US GAAP, Finance, Fixed Assets, SEC Filings, Auditing, Management
Education
Brigham Young University 1994 — 1998
MACC, Professional Accounting
Andersen Capital Partners 2006 - Present
Deloitte & Touche 1998 - 2002
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Brigham Young University 1994 — 1998
MAcc/BS (Minor), Accounting (Spanish)
LANDESK Software July 2013 - Present
LANDesk Software March 2011 - July 2013
Novell March 2007 - April 2011
Novell March 2006 - April 2007
Chevron Corp February 2002 - October 2002
Deloitte & Touche July 2000 - October 2001
Skills
Financial Analysis, Accounting, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Team Leadership, Data Analysis, Tax, Business Analysis, Leadership, Microsoft Excel, Revenue Recognition, Management, Forecasting, Variance Analysis, Mergers & Acquisitions, Process Improvement, Finance, Managerial Finance, US GAAP, Hyperion Enterprise, Internal Controls, SEC filings
Education
Brigham Young University 1993 — 2000
Masters, Accounting
Brigham Young University 1993 — 2000
Master of Science (MS), Accounting
Plum Healthcare Group, LLC January 2012 - Present
North American Health Care September 2008 - December 2011
Windes & McClaughry September 2007 - September 2008
Deloitte & Touche 2005 - 2007
Marriott 2003 - 2005
Education
Brigham Young University 1996 — 2002
B.S, Business
Loomis April 2007 - Present
Loomis April 1997 - Present
Loomis 1997 - Present
Achieve Global July 1995 - April 1997
Community Nursing Services May 1992 - July 1995
Deloitte & Touche June 1988 - April 1992
Education
Brigham Young University 1994 — 1997
MBA, Finance
California State Polytechnic University-Pomona 1984 — 1988
Ron Black-Consultant August 2012 - Present
Carnegie Mortgage/Icon Residential Lenders August 2010 - August 2012
ECC Capital Corp. 2007 - August 2010
ConquistAmerica, Inc. June 2006 - September 2008
Town & Country Credit 1997 - 2006
Downey Savings 1991 - 1996
Deloitte & Touche 1987 - 1991
Skills
Financial Reporting, Accounting, Strategic Planning, Budgeting, SEC reporting, Mortgage Servicing..., Budgets, Banking, Leadership, Process Improvement, Management, SEC filings, Financial Modeling, Team Leadership, Finance, Cash Management, Human Resources, Business Planning, Strategy, Team Building
Education
Brigham Young University 1983 — 1988
BA, Accounting
Rio Tinto July 2007 - Present
Rio Tinto April 2004 - July 2007
Deloitte & Touche 1999 - 2004
Skills
Corporate Tax, Income Tax, Tax, Tax Accounting, GAAP, Tax Advisory, US GAAP, CPA, Internal Controls, Tax Preparation, Sarbanes-Oxley Act
Education
Brigham Young University 1995 — 2000
MaCC, Taxation
Saul N. Friedman & Company June 2001 - Present
Deloitte & Touche February 1987 - June 2001
DELLOITE & TOUCHE 1987 - 2001
Skills
Tax Advisory, Income Tax, Corporate Tax, Partnership Taxation, Tax Law, Tax, Tax Accounting, Tax Preparation, Tax Research
Education
New York University School of Law 1994 — 1997
LL.M, TAXATION
Brooklyn Law School 1989 — 1993
Baruch College Graduate School of Business 1984 — 1987
MBA, TAXATION
Warnaco Inc. August 2001 - Present
ReloTax December 1999 - August 2001
FKI Industries Inc. October 1995 - December 1999
Deloitte & Touche September 1988 - October 1995
Education
Bryant University 1984 — 1988
Goldman Sachs September 2015 - Present
Brigham Young University January 2014 - December 2014
Goldman Sachs Bank USA September 2008 - May 2014
Deloitte & Touche September 2000 - September 2008
Skills
Financial Reporting, US GAAP, Statutory Accounting, External Audit, Financial Accounting, Banking, Insurance, SEC filings, Accounting, Auditing, Financial Analysis, Microsoft Office, Corporate Finance, Strategic Financial..., Microsoft Excel, Tax, Internal Controls, Financial Modeling, Mergers & Acquisitions, CPA, Management, Process Improvement, Internal Audit, Due Diligence, GAAP, Sarbanes-Oxley Act, Financial Statements
Education
Brigham Young University
Master's of Accountancy & B.S., Accounting
The Corporation of The President of The Church of Jesus Christ of June 2014 - Present
BHR Inc. March 2012 - Present
Melaleuca:The Wellness Company December 2013 - May 2014
Nova Group February 2013 - November 2013
TriVita May 2012 - December 2012
Unicity International June 2004 - April 2012
PowerQuest August 2003 - March 2004
GE Capital August 1998 - February 2003
Deloitte & Touche January 1993 - August 1998
Skills
Mergers & Acquisitions, Accounting, Forecasting, Leadership, Financial Reporting, Business Strategy, Process Improvement, Budgets, Finance, Cash Management, Auditing, Team Leadership, Cost Accounting, Management, Business Process..., Team Building, Cash Flow, Analysis, CPA, Treasury, Financial Analysis, Operations Management, Executive Management, Multinational, Marketing, Entrepreneurship, Managerial Finance, Consolidated Financial..., Inventory Management, Start-ups, Executive Team, Negotiation, Lean Management, Performance Metrics, Global Management, Project Planning, Human Resources, Team Management, Business Planning, Strategy, Business Process, Strategic Planning, Global Leadership, Certified Public..., Chartered Global..., Project Management, Due Diligence, Supply Chain Management, International Logistics, International Business
Education
Utah State University 1990 — 1992
Masters of Accountancy (MAcc), Accounting
Ricks College 1985 — 1989
Associate Degree, Accounting & Economics
North Gem High School 1982 — 1985
High School Diploma, General
Prudential Financial May 2008 - Present
Och-Ziff Capital Management 2007 - 2008
Morgan Stanley December 1996 - August 2007
Deloitte & Touche September 1994 - December 1996
Skills
Hedge Funds, Forecasting, Investments, Financial Analysis, Equities, Fixed Income, Derivatives, Alternative Investments, Capital Markets, Financial Modeling, Securities, Asset Managment, Risk Management, Corporate Finance, Bloomberg, Finance, Accounting, Analysis, Variance Analysis
Education
Northeastern University 1993 — 1994
MS/MBA, Accounting
Union College 1986 — 1990
BS, Psychology
Brunel University London 1988 — 1989
Psychology
Viacom April 2014 - Present
Deloitte & Touche September 2009 - March 2014
Education
Brigham Young University
Master of Accountancy
Washington University in St. Louis July 2012 - Present
Deloitte & Touche January 2005 - June 2007
Education
University of Washington 2007 — 2012
PhD, Accounting
Brigham Young University 2001 — 2004
BS, Accounting
Brigham Young University 2001 — 2004
MAcc, Accounting - Taxation
Deloitte & Touche November 2005 - Present
Source One Management July 2001 - April 2005
Source One Management October 2000 - July 2001
Kiewit November 1998 - October 2000
Skills
Business Process..., Outsourcing, Process Improvement, Information Management
Education
University of Utah - David Eccles School of Business 1994 — 1997
BS, Business Management
Brigham Young University - Idaho 1992 — 1994
AA, Business Management
UBS Wealth Management October 2006 - Present
113th United States Congress January 2014 - April 2014
Deloitte & Touche April 2005 - October 2006
United States Marine Corps February 2001 - February 2005
Skills
Series 7, Risk Management, Wealth Management, Fixed Income, Capital Markets, Equities, Investments, Asset Managment, Hedge Funds, Securities, Relationship Management, Alternative Investments, Asset Management, Series 63, Uniform Combined State..., Investment Strategies, AML, Bloomberg, Asset Allocation, Portfolio Management, Strategy, Investment Advisory, Financial Services, Private Equity, Bonds, FINRA, Valuation, Options, Investment Banking, Investment Management, Trading, Financial Modeling, Derivatives, Wealth Management..., Structured Products, Financial Markets, Leadership, Team Leadership
Education
Bucknell University 1997 — 2001
BA, History and Political Science
Melaleuca:The Wellness Company August 2013 - Present
Deloitte & Touche September 2009 - July 2013
SuperValu May 2007 - June 2009
Deloitte & Touche June 2008 - August 2008
American Express May 2006 - August 2006
Skills
Financial Analysis, SEC filings, Valuation, Accounting, Analytics, Project Management, Business Development, Mergers & Acquisitions, Finance, Auditing, Financial Reporting, GAAP, Financial Accounting, US GAAP, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Statements, Financial Modeling, Tax, Private Equity, QuickBooks, Tax Accounting, Fund Accounting, Financial Projection, Executive Reporting
Education
Brigham Young University - Idaho 2005 — 2009
BS Accounting; BS Economics, Accounting and Economics
J. Ballard Homes October 2005 - September 2008
MBK Senior Living 2003 - 2005
MBK Real Estate 2003 - 2005
Deloitte & Touche 2000 - 2003
Skills
Excel, ERP, Access, Financial Reporting, Accounting, JD Edwards, Consolidation, Financial Accounting, Microsoft Excel, Payroll, Staff Supervision, Timberline, Corporate Tax, Finance, Account Reconciliation, Managerial Finance, Strategic Financial..., CPA
Education
Brigham Young University 1999 — 2000
Master's, Information Systems
Brigham Young University 1993 — 1999
Bachelor's, Accounting
Advantage Career Institute Medical and Dental School February 2015 - Present
Deloitte & Touche February 2006 - Present
Merrill Lynch March 2000 - February 2006
Skills
Talent Acquisition, Talent Management, Internal Controls, Management Consulting, SEC filings, Mergers & Acquisitions, Auditing, Performance Management, Human Resources, Recruiting, Financial Analysis, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Accounting, Financial Accounting, New Hire Orientations, Temporary Placement
Education
Brookdale Community College
Clearwater Analytics August 2008 - Present
DBSI 2008 - 2008
Deloitte & Touche 2001 - 2007
Skills
GAAP
Education
Brigham Young University 1997 — 2001
Masters, Accounting
Nomura Securities June 2010 - Present
Toucan Recycling & Carting, LLC 2011 - 2012
Sidley Austin October 2000 - June 2010
Deloitte & Touche June 1999 - April 2000
Grant Thornton LLP February 1995 - June 1999
Education
Brooklyn Law School
JD
Marist College
BS, Accounting
AHS
The Gavilon Group LLC October 2010 - Present
Deloitte & Touche November 2005 - October 2010
KPMG 2002 - 2005
Arthur Andersen January 2001 - May 2002
Skills
Tax, Corporate Tax, Tax Research, Income Tax, Tax Accounting, Due Diligence
Education
Creighton University School of Law 1998 — 2001
JD, Law
Brigham Young University 1996 — 1998
BS, Accounting
United States Treasury September 2010 - Present
BillsEtc LLC January 2000 - Present
Deloitte & Touche June 1985 - June 1990
Skills
Tax, Tax Preparation, Accounting, Investments
Education
Brigham Young University 1981 — 1985
Masters, Accounting
Verizon October 2013 - Present
Deloitte & Touche September 2010 - October 2013
Brigham Young University April 2009 - August 2010
Missionary Training Center August 2007 - May 2009
Skills
SEC filings, US GAAP, Internal Controls, External Audit, CPA, Financial Reporting, Sarbanes-Oxley, Big 4, Auditing, Financial Accounting, Financial Statement..., Assurance, Internal Audit, Business Valuation, Accounting, Public Company..., Sarbanes-Oxley Act, Technical Accounting..., SEC Filings
Education
Brigham Young University 2002 — 2010
Master of Accountancy, Accounting
Zafgen, Incorporated January 2013 - Present
Biotech Industry March 2011 - January 2013
Healthcare Businesswomen's Assoc 2009 - 2013
Alnylam Pharmaceuticals May 2004 - March 2011
Alkermes March 1992 - May 2004
Deloitte & Touche 1984 - 1992
Education
Bryant University 1980 — 1984
BS, Accounting
USAID - Office of U.S. Foreign Disaster Assistance (OFDA) July 2014 - Present
Uniformed Services University of the Health Sciences July 2013 - Present
United States Air Force November 2011 - September 2012
USAF September 2009 - November 2011
USAF September 2009 - April 2011
Xeromax Sciences January 2009 - August 2009
Utah Air National Guard June 2007 - June 2009
Deloitte June 2008 - August 2008
Deloitte & Touche 2008 - 2008
US Air Force May 2003 - June 2007
Skills
Business Strategy, Analysis, Security, Business Planning, Data Analysis, Contingency Planning, Process Improvement, Business Development, Strategic Planning, Training, Management, Logistics, Leadership, Program Management, Cross-functional Team..., Military, DoD, Security Clearance, Team Building, Team Leadership, Proposal Writing, National Security, Project Management, Operations Management, Change Management
Education
Uniformed Services University of the Health Sciences 2013 — 2015
Master's Degree, Health Care Administration & Policy, Global Health Emphasis
Brigham Young University 2007 — 2009
BS, Business Strategy
University of Maryland University College 2004 — 2006
A.A., Business Management
Community College of the Air Force 2003 — 2005
A.A., Fire Science
Dynamic Confections, Inc. 1999 - 2010
Bogdon Candy Company February 2007 - November 2008
Dynamic Chocolates, ULC 1998 - 2008
Kencraft, Inc. 1994 - 2008
Maxfield Candy Company 1992 - 2008
Alpine Confections, Inc. 1992 - 1999
Deloitte & Touche 1991 - 1993
Skills
Sales, Strategic Planning, Product Development, New Business Development, Sales Management, Food, Account Management, B2B, Business Planning, Brand Management, Marketing Strategy, Business Strategy, Team Building, Competitive Analysis, Market Planning, Customer Service, Entrepreneurship, Forecasting, Sales Operations, Management, Strategy, Start-ups, Strategic Partnerships, Executive Management, Product Marketing, Leadership, Marketing
Education
Harvard Business School 1989 — 1991
MBA, Business
Brigham Young University 1982 — 1985
Accounting, Accounting, English
Ernst & Young 2003 - Present
Deloitte & Touche 2002 - 2003
Arthur Andersen 1996 - 2002
Skills
Corporate Tax, International Tax, CPA, Partnership Taxation, Real Estate Taxation, REIT, Venture Capital &...
Education
Suffolk University Law School 1998 — 2002
Doctor of Law (J.D.)
Northeastern University 1995 — 1996
Masters Degree in Taxation
Bryant University 1990 — 1994
BS in Business Administration, Accounting
Deloitte & Touche September 2010 - Present
Sunera Business Consultants May 2007 - April 2009
Metro Orlando EDC 2006 - 2007
Skills
Project Implementation, SAP, Governance, Compliance Management, SAP Implementation, SAP ERP, SAP R/3, GRC, Enterprise Risk..., Information Security, Segregation of Duties, ERP, IT Strategy, IT Audit, SAP Netweaver, ECC, Business Objects, Internal Controls
Education
University of Central Florida - College of Business Administration 2004 — 2007
BSBA, Management Information Systems
Broward Community College 2003 — 2004
AA, Business Administration
Independent Systems Consultant May 2005 - Present
Deloitte January 1997 - March 2003
Deloitte & Touche January 1990 - December 1996
Education
ESAN 2000 — 2001
• Certificate in Finance, Finance
British Columbia Institute of Technology
• Linux/Unix Installation and Administration
IBM
• S/36 Programmer Certified
Telematic
• Microsoft Certified Systems Engineer - MCSE
Universidad de Lima
• Business Administration
Kenner Associates 2005 - Present
Western Capital Realty Advisors 1998 - 2005
Commercial Mortgage Associates 1997 - 1998
Deloitte & Touche 1995 - 1997
Skills
Real Estate, Financial Analysis, Due Diligence, Investments, Real Estate Economics, Investment Properties, Real Estate Transactions, Financial Reporting, Real Estate Development, Property Management, Valuation, Strategic Planning, Commercial Real Estate, Accounting
Education
Brigham Young University 1990 — 1995
MAcc, Accounting
The University of Illinois at Chicago June 2015 - Present
The University of Arizona July 2010 - June 2015
Deloitte & Touche January 2008 - June 2010
Skills
SEC filings, GAAP, US GAAP, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, CPA, Internal Audit, Auditing, Tax, Financial Analysis, External Audit, Financial Statements, SEC Filings
Education
Brigham Young University 2003 — 2007
Masters, Accounting
Bowler Dixon & Twitchell LLP 2004 - Present
Jeffrey L. Burr & Associates January 2002 - February 2004
Woods Erickson Whitaker & Miles May 1998 - February 2002
Deloitte & Touche January 1993 - August 1995
Skills
Tax Law, Corporate Tax, Estate Planning, Asset Protection, Business Formation, Corporate Law, Tax, Litigation, Commercial Litigation
Education
Brigham Young University—J. Reuben Clark Law School 1995 — 1998
Juris Doctor, Law
University of Nevada-Las Vegas 1989 — 1993
Bachelor of Science (BS), Business Administration; Accounting
Crandall & Company September 2006 - Present
Deloitte & Touche December 1993 - April 1995
Skills
Accounting, QuickBooks, Tax, Financial Accounting, Financial Analysis, Strategic Financial..., Budgets, Small Business, Strategic Planning, Microsoft Excel, Business Planning, Mergers
Education
Brigham Young University 1990 — 1993
Masters, Accounting
Grow Rasmussen LLP November 1998 - Present
Deloitte & Touche January 1996 - January 1997
Skills
Due Diligence, Marketing Strategy, Tax, Income Tax, Project Planning, CPA, Accounting, Mergers & Acquisitions, Tax Law, Financial Analysis, Managerial Finance, Financial Reporting, GAAP, Business Valuation, Small Business, Financial Planners, Corporate Tax, Cash Flow, Auditing, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Financial Accounting, Cost Accounting, Finance, Internal Audit, Tax Preparation, Tax Research, Tax Accounting, Cash Management, Financial Modeling, Partnership Taxation, US GAAP, Estate Planning, Business Planning, Tax Returns, Financial Statements, S Corporations, SEC filings, FIN 48, Entity Selection, Valuation
Education
Brigham Young University 1988 — 1995
Masters, Tax & Accounting
Moss Adams LLP September 2007 - Present
Golden Gate University September 1989 - Present
RSM McGladrey December 2006 - September 2007
Washington Mutual November 1989 - July 2006
Deloitte & Touche May 1981 - November 1989
Arthur Andersen & Co. January 1980 - April 1980
Education
Brigham Young University 1978 — 1981
Masters of Accountancy, Specialization: Taxation
Brigham Young University 1976 — 1980
Bachelor of Science, Accounting
University of Minnesota-Twin Cities 1975 — 1976
Agricultural Business, Economics
Debra S. Weiss, Attorney at Law AttorneyBraumiller & RodriguezMay 1999 - October 2001
Deloitte & Touche September 1997 - April 1999
Law Office of H. Peter Larsen October 1985 - August 1997
Education
Brooklyn Law School 1980 — 1983
JD, Law
Stony Brook University 1977 — 1980
BA, History, poli sci, social sciences
University at Buffalo 1976 — 1977
WSRP, LLC September 2015 - Present
Haynie & Company, CPA's August 2003 - Present
Deloitte & Touche June 2002 - July 2003
Skills
Retail, Manufacturing, Real Estate, Restaurants, GAAP, Internal Controls, Auditing, CPA, Accounting, Financial Accounting, Financial Reporting, SEC filings, US GAAP, QuickBooks, General Ledger
Education
Southern Utah University 2014 — 2015
Masters of Accountancy, Public Accounting
The College of Idaho 2000 — 2002
BS, Accounting
Ricks College 1997 — 1999
Associate's degree, Finance, General
Deloitte & Touche January 2009 - Present
Skills
US GAAP, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Accounting, Financial Analysis, External Audit, SEC filings, Financial Modeling, GAAP, Due Diligence, Big 4, Hyperion Enterprise, Assurance, Corporate Finance, CPA, Sarbanes-Oxley, Financial Statements
Education
Bryant University 2008 — 2008
Masters, Masters of Professional Accountancy
Bryant University 2004 — 2008
Bachelors, Accounting
Eaton Vance February 2011 - Present
Eaton Vance November 2006 - July 2011
Eaton Vance April 2002 - November 2006
Deloitte & Touche January 1999 - April 2002
Deloitte & Touche 1999 - 2002
Skills
Financial Reporting, Financial Analysis, Internal Controls, Accounting, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Modeling, Auditing, Financial Accounting, Due Diligence, GAAP, Hyperion Enterprise, CPA, Asset Management, Investments, Corporate Finance, Hedge Funds, Internal Audit
Education
Bryant University 1990 — 1994
BS, Accounting
Intermountain Healthcare June 2012 - Present
Deloitte & Touche September 2009 - March 2012
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Finance, Auditing, Accounting, Financial Accounting
Education
Brigham Young University 2003 — 2009
UDALL CPA GROUP PLLC October 1998 - Present
Obannon Dunn & Small CPAs December 1995 - October 1998
Deloitte & Touche June 1989 - December 1995
Skills
Tax Accounting, Professional Services, Tax Preparation, Corporate Tax, CPA, Income Tax, Tax Returns, Mergers & Acquisitions, Tax, QuickBooks, Partnership Taxation, Bookkeeping, US Tax, Tax Research, Auditing, Financial Accounting, State Tax, Due Diligence, Accounting
Education
Brigham Young University 1987 — 1989
Masters, Taxation
Brigham Young University 1981 — 1986
Bachelor's degree, Accounting
Keysight Technologies January 2015 - Present
Huntsman Corporation April 2005 - December 2014
Deloitte & Touche 1991 - 2004
Skills
Tax Accounting, Corporate Tax, Sarbanes-Oxley Act, Tax, International Tax, Transfer Pricing, Income Tax, FAS109, Tax Returns, Financial Reporting, Due Diligence, Mergers, Accounting
Education
Brigham Young University 1990 — 1991
MACC, Accounting
Brigham Young University
Master or Accountantcy, Taxation
Andrade Advisory Group September 2009 - Present
Boston University January 2013 - Present
Suffolk University September 2010 - Present
Deloitte & Touche July 1982 - July 2009
Education
Bryant University 1978 — 1982
BSBA, Accounting
Infrastructure Ontario September 2014 - Present
Women's Infrastructure Network November 2009 - Present
Women's College Hospital June 2012 - Present
Infrastructure Ontario January 2013 - September 2014
Deloitte & Touche September 2003 - January 2013
Pride at Work Canada June 2009 - January 2012
Skills
Strategy, Financial Modeling, Management, Leadership, Due Diligence, Budgets, Strategic Planning, Financial Reporting, Finance, Auditing, Accounting, Strategic Financial..., Procurement, Risk Management, Business Strategy, Negotiation
Education
York University - Schulich School of Business 2014 — 2014
Master's Certificate in Public Management
Institute of Chartered Accountants of Ontario
Chartered Accountant
Brock University 1999 — 2003
BAcc, Accounting
IMVU August 2013 - Present
IMVU May 2012 - August 2013
IMVU May 2011 - May 2012
Deloitte & Touche 2008 - 2011
Brigham Young University Hawaii 2007 - 2008
Skills
Financial Reporting, Financial Accounting, US GAAP, Financial Analysis, Accounting, GAAP, Sarbanes-Oxley Act, Revenue Recognition, Auditing, SEC filings, Tax Accounting
Education
Brigham Young University - Hawaii 2005 — 2008
Bachelors, Accounting
WithumSmith+Brown April 2013 - Present
Work Out World 2010 - 2012
Deloitte & Touche 2008 - 2010
Skills
Auditing, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, Sales, Personal Training, Relationship Management, Strategic Sales Plans, CRM, Strength Training, Fitness Training, Finance, Time Management, Recruiting, Training, Small Business, Temporary Placement, QuickBooks, GAAP, Management, US GAAP, Sarbanes-Oxley Act, Internal Controls, Tax, Microsoft Excel, CPA
Education
Bucknell University
Bachelor of Business Administration (B.B.A.), Accounting
Lakeland Regional High School
Midland Park High School
Manulife Financial October 2011 - Present
Manulife Financial November 2010 - October 2011
Butterfield Fulcrum Group January 2010 - November 2010
Citco Fund Services July 2007 - January 2010
Deloitte & Touche September 2005 - December 2005
Education
Brock University
Master, Accounting
Eze Software Group June 2014 - Present
Deloitte & Touche September 2008 - June 2014
Skills
Financial Reporting
Education
Bryant University 2008 — 2009
MPAc, Accounting
Isenberg School of Management, UMass Amherst 2004 — 2008
BBA, Accounting
Global Cash Access September 2010 - Present
Deloitte & Touche June 2008 - September 2010
XanGo LLC May 2007 - May 2008
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, Financial Reporting, Financial Analysis, Sarbanes-Oxley, US GAAP, Internal Audit, SEC filings, GAAP, Financial Accounting
Education
Brigham Young University 2003 — 2007
BS, Accounting
Rio Tinto August 2011 - Present
Avinci Media Corporation March 2008 - December 2011
TenFold January 2006 - March 2008
Novell September 2004 - December 2005
SBI Group November 2000 - August 2004
Erudite Software December 1995 - November 2000
West-Com May 1993 - December 1995
Sithe Energies November 1990 - May 1993
Deloitte & Touche January 1988 - November 1990
Skills
SEC reporting, Revenue Recognition, Mergers, Audit, Budgeting, Accounting, SOX, Internal Controls, Financial Accounting, SEC filings, Auditing, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Budgets, GAAP, US GAAP, Forecasting, Financial Analysis, Tax, Managerial Finance, Variance Analysis, Consolidation, Cash Flow, CPA, Sarbanes-Oxley, Financial Statements, Cash Management, Financial Audits, General Ledger, Internal Audit, Financial Forecasting, Financial Modeling, SEC Filings, Due Diligence, Cash Flow Forecasting
Education
San Diego State University-California State University 1990 — 1992
Masters of Science, Accounting
Brigham Young University 1983 — 1987
Bachelor of Science, Accounting
Benjamin Moore & Co. April 2015 - Present
Deloitte & Touche September 2011 - April 2015
Kohl's Department Stores May 2007 - September 2011
Deloitte June 2010 - August 2010
Skills
Accounting, Internal Controls, GAAP, Financial Reporting, Financial Accounting, Auditing, Financial Statements
Education
Fairleigh Dickinson University 2010 — 2011
Master of Science, Accounting
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Accounting
Deloitte & Touche September 2014 - Present
Vivint Solar May 2013 - July 2014
Deloitte & Touche January 2013 - April 2013
Dyno Nobel April 2012 - August 2012
Skills
Accounting, PowerPoint
Education
Brigham Young University 2008 — 2014
Accounting
Kenworth Sales Co, Inc. August 2011 - Present
Phytomer Corporation March 2001 - October 2011
Phytomer Corporation March 2001 - March 2007
Deloitte & Touche 1998 - 2001
Skills
Accounting, Strategic Planning, Financial Reporting, Forecasting, Financial Analysis, Auditing, Budgets, Customer Service, Finance, Internal Controls, Leadership, Management, Sales Management
Education
Utah State University 2003 — 2005
Masters, Business Administration
Brigham Young University 1994 — 1998
Bachelors, Accountancy
Highland Capital Management, L.P. March 2015 - Present
Highland Capital Management, L.P. November 2013 - February 2015
Highland Capital Management, L.P. March 2013 - November 2013
Highland Capital Management, L.P. November 2010 - February 2013
Deloitte & Touche September 2009 - November 2010
Skills
Auditing, Accounting, SEC filings, Financial Modeling, Financial Reporting, Financial Analysis, Microsoft Office, US GAAP, Bloomberg, Hedge Funds, CPA, Internal Controls, Financial Accounting, Financial Statements, Business Valuation, SEC Filings, Spanish, Valuation
Education
Brigham Young University 2002 — 2009
Master, Accounting
34 Degrees March 2014 - Present
NOW CFO March 2013 - February 2014
Deloitte September 2012 - March 2013
Deloitte & Touche September 2009 - September 2012
Deloitte September 2007 - September 2009
Skills
US GAAP, SEC filings, Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, Financial Modeling, Financial Reporting, CPA, Financial Analysis, External Audit, Financial Accounting, GAAP, Due Diligence, Analysis, Assurance, Strategy, Revenue Recognition
Education
Brigham Young University 2000 — 2007
Masters, Accountancy
Deloitte August 2015 - Present
Deloitte September 2012 - Present
Deloitte & Touche September 2010 - September 2012
Skills
US GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, External Audit, Auditing, GAAP, Financial Reporting, Accounting, Financial Accounting, Internal Audit, Revenue Recognition
Education
Bryant University 2006 — 2010
Bachelor, Accounting
Defense Criminal Investigative Service March 2009 - Present
Olympus Capital Alliance, LLC September 2006 - March 2009
Federal Bureau of Investigation March 1996 - September 2006
Safeline Children's Products 1992 - March 1996
Deloitte & Touche 1988 - 1992
Skills
Private Investigations, Counterintelligence, Fraud, Enforcement, Criminal Investigations, Internal Investigations, Government, Risk Assessment, Public Speaking, Crisis Management, Leadership, Evidence, Investigation, Teaching, Management, Law Enforcement, National Security, Due Diligence, Research, Criminal Law, Criminal Justice, Business Strategy, International Relations, Higher Education, Budgets, Certified Public..., Fraud Detection, Compliance, SWAT, Network Security, Medical Compliance, Regulatory Compliance, Compliance Management, Healthcare Fraud, Healthcare Compliance, Foreign Military Sales, Business Development, Asset Protection
Education
Brigham Young University
Bachelor's Degree, Accounting
TiVo September 2014 - Present
Deloitte & Touche 2007 - September 2014
Skills
US GAAP, External Audit, Sarbanes-Oxley Act, Internal Controls, SEC filings, Auditing, GAAP, Financial Reporting, Financial Accounting, Big 4, Accounting, Revenue Recognition, CPA, Financial Analysis
Education
Brigham Young University
Bachelor of Science (BS), Business Management
Rosenberg & Rosenberg LLP 2011 - Present
Deloitte & Touche 2000 - 2003
Education
Brooklyn Law School 1998 — 2001
JD, Law
City University of New York-Brooklyn College 1994 — 1997
BS - Accounting, Accounting, History
Miovision Technologies May 2013 - Present
Miovision Technologies 2011 - April 2013
Deloitte & Touche 2011 - 2012
Deloitte & Touche, LLP 2009 - 2011
Skills
IFRS, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Finance
Education
Brock University
BAcc, Accounting
PotomacWave October 2014 - Present
11th Hour Search LLC July 2013 - October 2014
Deloitte & Touche September 2011 - March 2013
Deloitte January 2010 - September 2011
PricewaterhouseCoopers Limited September 2008 - February 2009
Skills
International Tax, Tax Research, Financial Reporting, CPA, Accounting, Big 4, Tax, Management Consulting, Financial Analysis
Education
Brigham Young University 1999 — 2005
Master's degree, Taxation