Financial Management Services
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Financial Management Services Employees
Financial Management Services January 2005 - Present
Skills
Tax Preparation, Tax, Income Tax, IRS, Tax Dispute Resolution, IRS Appeals and..., Tax Audit..., Tax Audit..., Tax Audit..., IRS Bank Levies, IRS Seizures and Sale..., IRS Wage Garnishments, Taxes and Bankruptcy, IRS and State..., Payroll Tax Problems, Trust Fund Recovery..., IRS and State Audits, Collection Appeals, IRS Enrolled Agent, Penalty Abatement, IRS Liens, IRS problem resolution, Innocent Spouse Relief, Injured Spouse Relief, Expiration of Statutes, Unfiled Tax Returns, Financial Reporting, Management, Financial Analysis, Accounting, Financial Accounting, Auditing, Offers In Compromise, Corporate Tax, Small Business, Financial Statements, Bookkeeping, General Ledger, Finance, Bankruptcy to Reduce..., Resolving Identity...
Education
University of Bridgeport 1974 — 1978
Bachelor's degree, Accounting
Andre Jr. Music March 2015 - Present
Financial Management Services November 2014 - Present
Northwestern Mutual January 2013 - October 2013
Acadiana iPhone Repair July 2010 - March 2012
Skills
Fundraising, Public Speaking, Event Planning, Leadership, Customer Service, Community Outreach, Theology, Non-profits, Leadership Development, Biblical Studies, Singing, Music, Finance, Financial Planning, Financial Services
Education
University of Louisiana at Lafayette 2014 — 2015
Bachelor's of science Business, Economics
University of Louisiana at Lafayette 2009 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
Biola University 2008 — 2009
N/A, Theology/Theological Studies
San Francisco Public Library March 2015 - Present
Experience Unlimited SF July 2010 - Present
U. S. Census Bureau January 2009 - July 2010
U.S. Census Bureau -- Census Coverage Management November 2008 - January 2009
Financial Management Services April 2002 - April 2004
California Shellfish & Seafood June 2000 - December 2000
US Census Bureau (US 2000) January 2000 - June 2000
FAO Schwarz November 1990 - December 1995
Skills
Word, Excel, Drawing Skills, Drawing, Microsoft Word, Microsoft Excel, Accounts Receivable, Customer Service, Payroll, Invoicing, Research, Access, Editing, Analysis, Microsoft Office, Coaching, Data Analysis, Recruiting, PowerPoint, Project Management, Data Entry, Program Management, Databases, Management, Training, Negotiation, Event Planning, Time Management, Process Improvement, Community Outreach, Team Building, Nonprofits, Outlook, Leadership, Software Documentation, Social Media, Strategic Planning, Teamwork, Government, Staff Development, Team Leadership, WordPress, Social Media Blogging, Microsoft Publisher, Newsletters, Blogging, Interviews, Marketing
Education
Harvey Mudd College 1983 — 1987
B.S, Mathematics
Webb Schools of California 1979 — 1983
High School Diploma, College Prep
Douglas C Yaecker, CPA 2012 - Present
McNeil Industries 2009 - 2012
Tatum LLC April 2007 - September 2008
Avalon Foodservice, Inc. 1995 - 2006
Financial Management Services 1992 - 1995
Ericson Manufacturing Company 1981 - 1991
Grant Thornton 1974 - 1981
Skills
Accounting, Financial Reporting, Internal Controls, CPA, Cost Accounting, Cash Management, Forecasting, Financial Accounting, Start-ups, ERP, Financial Modeling, Finance, Strategic Financial..., Executive Management, Budgets, Tax, General Ledger, Due Diligence, Cash Flow, Acquisition Integration, Financial Statements, Accounts Payable, Analysis, Business Planning, Leadership, Financial Planning
Education
Cleveland State University
BBA, Accounting
Financial Management Services 2012 - Present
Dixie Applied Technology College 2010 - 2012
Don's Johns 2008 - 2010
Split Rock 2005 - 2008
Chums 2002 - 2005
ChannelPoint 2000 - 2001
Ancestry.com 2000 - 2000
Ford Motor Company 1998 - 2000
Skills
Financial Planning, Business Management, Higher Education..., Financial Analysis, Operations Management, Information Technology..., Human Resources..., Accounting, Cost Accounting, Fund Accounting, Small Business..., Project Accounting, M&A experience, Contract Negotiations, Cash Flow Management, Financial Modeling, Budgeting, Inventory Management, Software Implementation, Accreditation, Strategic Thinking, Donations, Financial Reporting, Cost Reduction, Instructor, Teacher, Management, Cash Flow, Strategic Financial..., Personnel Management, Mergers & Acquisitions, Microsoft Excel, Budgets, Finance, Contract Negotiation, Auditing, Higher Education, Strategy, IT Management, Analysis, Financial Statements, Tax, Executive Management, Due Diligence, Leadership, Internal Controls, Business Planning, Internal Audit, Management Consulting, Financial Accounting
Education
Brigham Young University 1996 — 1998
Master of Business Administration (MBA), Finance & Operations
Brigham Young University
Bachelor of Science (B.S.), Accounting
Redlands High School 1987 — 1989
Home Team Marketing June 2004 - Present
Financial Management Services June 2000 - March 2004
Charter One Bank March 1995 - June 2000
Deloitte and Touche September 1990 - March 1995
Skills
Managerial Finance, Financial Reporting, Cash Flow, SEC filings, Financial Audits, Accounting, Cash Management, Financial Analysis, CPA, Financial Accounting, Financial Statements, Auditing, Marketing, Cash Flow Forecasting, Revenue Recognition, Sarbanes-Oxley, Budgets
Education
Cleveland State University 1986 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Regina High School 1982 — 1986
High School Diploma, College Prep
Financial Management Services March 2008 - Present
0343 January 2000 - Present
FMS March 2001 - March 2008
FMS June 1999 - March 2001
Skills
Management, SharePoint, SDLC, Training, Software Documentation
Education
University of the District of Columbia
Bachelor's, Business Management
Calvin Coolidge High School
High School or
Strayer University
Masters of Science, Information Systems
The George Washington University - School of Business
Master's Certificate, Information Technology Project Management; Information Project Management
Atassi & Associates November 1997 - Present
The Eastern Bureau for Engineering Trade & Industry June 1993 - November 1997
Lootah Group of Companies November 1992 - May 1993
Financial Management Services July 1987 - October 1992
Great American First Savings Bank July 1982 - June 1987
National Water & Sewerage Authority April 1981 - June 1982
Skills
Business Planning, Management Consulting, Financial Analysis, Accounting, Budgets, Forecasting, Analysis, Management, Strategic Financial..., Program Management, New Business Development, Negotiation, Finance, Business Strategy, Strategic Planning, Mergers, Managerial Finance, Change Management, Investments, Contract Management, Marketing, Start-ups, Training, Small Business, Leadership, Contract Negotiation, Team Building, Project Planning, Executive Management, Team Management, Team Leadership, Sales Management
Education
University of Louisville 1975 — 1976
BS, Management Accounting
Coldwell Banker Residential Brokerage September 2015 - Present
Independent Real Estate Broker/Owner 2011 - 2014
Ruhl&Ruhl REALTORS 2005 - 2011
INFORMATION TECHNOLOGY EXPERIENCE 1982 - 2001
Cooper Bussmann Inc 1996 - 2000
Todd Uniform 1995 - 1996
Financial Management Services 1993 - 1995
Efficient Computer Systems 1988 - 1990
Travenol Healthcare Information Systems 1984 - 1987
Richard-Allen Medical Insustries 1982 - 1984
Skills
Investment Properties, Residential Homes, First Time Home Buyers, Sellers, Condos, Relocation, Buyer Representation, Foreclosures, Investors, Short Sales, New Home Sales, Referrals, Sales
Education
RETT - Texas Real Estate Licensing School 2015 — 2015
Certifications, Real Estate
Qual Cities Area Realtor Association, Bettendorf, IA 2010 — 2011
Real Estate - Broker
Mel Foster Company School of Real Estate, Moline, IL 2004 — 2004
Real Estate - Salesperson
New Horizon - St. Louis, MO 2000 — 2001
Certifications, MS Office, MCSD Field of study
Harrell Professional Resource International, Inc. 1993 — 1993
IBM/AS400 Certifications
Kellogg Community College 1986 — 1993
Associate in Applied Business, Accounting, 3.155
Kellogg Community College 1981 — 1987
Associate of Applied Science, Electronic Data Processing (IT), 3.172
Climax-Scotts Community High School 1976 — 1979
High School Graduate
Financial Management Services October 2014 - November 2014
United States Department of Defense December 2007 - December 2013
Allied Barton April 2012 - July 2012
Sony DADC April 2011 - September 2011
Skills
Security Clearance, Operational Planning, National Security, Military Operations, Military Experience, Military, Leadership, Force Protection, Command, Army, Weapons, Defense, Government, Military Training, Program Management
Education
Argosy University 2011 — 2015
Bachelor’s Degree, Psychology
Freelance January 2013 - Present
Financial Management Services April 2015 - May 2015
LA Fitness December 2014 - April 2015
Rebel Road Industries LLC January 2012 - November 2014
Skills
Strategic Planning, Customer Relations, Brand Management, Marketing Communications, Graphic Design, Coding Languages, English to Spanish, HTML, Physical Therapy, Financial Accounting, Social Networking, Social Media Marketing, Special Situations..., Student Leadership, Start-ups, Fundraising, Market Risk, Microsoft Office, Public Speaking, Wedding Photography, Event Management, Special Events..., Content Strategy, Community Outreach, Lead Generation, Online Advertising
Education
Robert Morris University - Illinois 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
OPTUM February 2015 - June 2015
Care1st Health Plan June 2014 - October 2014
General Dynamics Information Technology September 2008 - June 2014
Wells Fargo February 2005 - June 2008
Financial Management Services June 2004 - February 2005
IKON Office Solutions June 2002 - July 2004
NextCard October 2001 - June 2002
OSI March 2001 - September 2001
American Express October 1982 - March 2001
Skills
Leadership, Recruiting, Quality Assurance, Sales, Coaching, Team Leadership, Analysis, Project Management, Avaya, PeopleSoft, Microsoft Office, Budgets, Interviews, Call Centers, Financial Risk, Credit Analysis, Time Management, Business, Credit Risk, Lines Of Credit, Team Building, Call Center, Internet, Organization, Customer Service, Collections, Six Sigma Yellow Belt, Management, Process Improvement
Education
Amstead University
Bachelor's degree, Business Administration and Management, General
Arizona State University 1980 — 1982
Business Administration and Management, General
Self Employed Internal Revenue AgentInternal Revenue ServiceSeptember 2002 - November 2011
Apple Orthodontix, Inc October 1998 - October 2000
Texas, Inc May 1996 - September 1998
Morteq Computer Technology, Inc. January 1995 - May 1996
Mattress Firm August 1993 - January 1995
Financial Management Services March 1993 - July 1993
Skills
Tax Research, Accounting, Quickbooks, Tax, Auditing, Accounts Payable, Bank Reconciliation, Accruals, CPA, Bookkeeping, Sales Tax, Financial Statements, General Ledger, Financial Reporting, Tax Returns, Account Reconciliation, Tax Preparation, Peachtree, Fixed Assets, Payroll Taxes, QuickBooks, Income Tax, Internal Controls, Corporate Tax, Payroll, Accounts Receivable, Financial Accounting
Education
TSBPA - Certified Public Accountant 2001 — 2014
University of Houston, C.T. Bauer College of Business 1988 — 1992
BBA, Accounting
Wolters Kluwer Law & Business June 2014 - Present
Wolters Kluwer Law & Business September 1998 - June 2014
FINANCIAL MANAGEMENT SERVICES May 1987 - September 1998
Skills
Account Management, Accounting, Salesforce.com, Sales Process, Customer Service, Accounts Payable, PeopleSoft, Sales, Financial Reporting, Publishing
Education
Montgomery College 1979 — 1981
Associate of Arts (A.A.), LEGAL SECRETARY
Financial Women's Association of New York October 2002 - Present
Columbia University Medical Center September 2002 - Present
Memorial Sloan-Kettering Cancer Center July 2001 - December 2001
Mount Sinai School of Medicine January 2001 - June 2001
Montefiore Medical Center September 1995 - December 2000
Financial Management Services July 1992 - September 1995
Skills
Revenue Cycle, Healthcare Consulting, Healthcare, Non-profits, Strategic Planning, Managed Care, Hospitals, Healthcare Management, Revenue Cycle Management, Research, Financial Analysis, Leadership Development
Education
University of Kansas - Graduate School of Business 1967 — 1970
MS, Marketing
HEC School of Management 1964 — 1967
MBA, Finance
TLC March 2015 - Present
Tribu Marketing + Advertising + Graphic Design January 2015 - March 2015
smIgo, LLC May 2012 - March 2015
College Hunks Hauling Junk June 2012 - May 2014
Financial Management Services January 2010 - January 2011
D&D Consulting January 2003 - January 2010
Skills
Marketing Strategy, Team Building, Management Consulting, Strategic Consulting, New Business Development, Coaching, Small Business, Strategic Planning, Consulting, Entrepreneurship, Marketing, Leadership Development, Public Speaking, Sales, Consultative Selling, Leadership, Start-ups, Fundraising, Selling, Solution Selling, Customer Service, Sales Management
Education
University of Mary Hardin-Baylor 2001 — 2003
Social Sciences
Midwestern State University 1999 — 2001
Psychology
Financial Management Services October 2012 - Present
Vette Corp January 2008 - September 2012
Custom One Design, Inc August 2005 - August 2007
Fidelity Investments August 2003 - August 2005
Sipex Corporation August 1998 - August 2003
DEC 1979 - 1999
Digital Equipment 1979 - 1998
Digital Equipment Corporation (DEC) 1979 - 1998
Skills
Mergers, Forecasting, Manufacturing, Accounting, Process Improvement, Budgeting, Revenue Recognition, Due Diligence, Strategic Planning, ERP, Restructuring, Analysis, Cost Reduction, Start-ups, Budgets, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Finance, Financial Analysis, Auditing, Business Process..., Managerial Finance, Strategy, Change Management, Mergers & Acquisitions, Leadership, Internal Audit, Executive Management, Strategic Financial..., Business Planning, General Ledger, Business Strategy, Management, Business Process, Acquisition Integration, Variance Analysis, Cost Accounting, Account Reconciliation, Internal Controls, Sarbanes-Oxley, Payroll, US GAAP, Financial Audits, Cash Flow, GAAP, Essbase, Hyperion Enterprise, Working Capital..., Cash Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1977 — 1979
Masters Science Accounting, Accounting
University of Massachusetts, Amherst 1964 — 1969
Bachelor of Business Administration (B.B.A.), Accounting
Office of the Comptroller of the Currency (OCC) 2012 - Present
Office of the Comptroller of the Currency 2008 - October 2011
Office of the Comptroller of the Currency October 2011 - 2011
OCC December 2004 - 2010
Financial Management Services June 2002 - November 2004
PEC Solutions January 2001 - May 2002
Skills
PMP, Process Improvement, Resource Management, Six Sigma, SDLC, Enterprise Architecture, Risk Management, IT Management, Requirements Analysis, Business Analysis, Program Management, Business Process..., Integration, Requirements Gathering, MS Project, PMO, IT Strategy
Education
San Diego State University-California State University 1998 — 2000
MBA, Business Administration
The George Washington University - School of Business 1996 — 1997
MS, Management Information Systems
United States Naval Academy 1976 — 1979
BS, International Security Affairs
ICM Partners March 2006 - Present
Modern Entertainment (MTG AB) November 2002 - February 2006
Financial Management Services May 1996 - November 2002
Decrane Aerospace Corporation 1996 - 1998
Ernst & Young November 1990 - May 1996
Orion Pictures Corporation 1986 - 1990
Skills
Acquisitions, Financial Analysis, Mergers, Entertainment
Education
State University of New York College at Oneonta 1978 — 1982
High School of Music & Art 1975 — 1978
High School, Music
PS 198
Financial Management Services January 2013 - Present
Financial Management Services February 2009 - Present
A to Z Construction February 2008 - February 2009
Sam Carey Lumber April 1998 - February 2008
Skills
Fraud, Auditing, Certified Fraud Examiner, Internal Controls, Compliance Audits, Fraud Investigations, Internal Audit, Forensic Accounting, Quality Auditing, Corporate Governance, Financial Reporting, Operational Risk..., Risk Assessment, CPA, Private Investigations, AML, IFRS, Risk Management
Education
Syracuse University 2006 — 2009
Criminal Justice, Fraud and Forensic Accounting
Harding Academy 1971 — 1993
Bachelor of Arts (BA)
Financial Management Services July 2000 - Present
Aerospace September 1966 - July 2000
Education
California State University-Fullerton 1968 — 1972
B.A., Finance
31 Gifts October 2010 - February 2012
Aaron's, Inc June 2007 - April 2008
Ruby Tuesday October 2005 - May 2007
Financial Management Services October 2002 - February 2004
Texas Roadhouse March 2001 - July 2003
Skills
Customer Service, Microsoft Office, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Research
Education
Ohio State University-Newark Campus 1999 — 2001
English Language and Literature, General
Millersport High School 1995 — 1999
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program