Hein & Associates LLP
Industry: Company
DescriptionHeadquarters: Denver, CO Founded: 1977 Parent organization: Moss Adams
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Hein & Associates LLP Employees
Employee
Years
Job
Industry
Marge Kammerer Marge Kammerer's Hein & Associates LLP Experience January 2006 - July 2010
Job Training | Implementation | Leadership
Industry Professional Training & Coaching
Experience
American Red Cross June 2013 - Present
Martec International April 2010 - Present
Vanity Flair & Boudoir Chair March 2009 - Present
Curian Clearing June 2011 - October 2012
Family Tree March 2007 - March 2012
A Soft Place to Land October 2010 - May 2011
TFOT July 2010 - October 2010
Committee to Elect Chris Radeff September 2009 - October 2010
Hein & Associates LLP January 2006 - July 2010
CUNA Mutual Group August 2003 - March 2005
Skills
Team Building, Leadership Development, Process Improvement, Coaching, Customer Service, Time Management, Strategic Thinking, Efficiency, Building Coalitions, Information Management, Personality Assessment, Motivation, Leadership, Motivational..., Building Relationships, Training, Management, Event Planning, Strategic Planning, Workshop Facilitation, Strategy, Outlook, Budgets, Community Outreach, Research, Sales, Project Management, Software Documentation, Employee Relations, Teamwork, Marketing, Project Planning, Policy, Sourcing, Program Management, Onboarding, Employee Training, Conflict Resolution, Organizational..., Interviews, Organizational..., Team Management, Change Management, Team Leadership, Voiceovers, CRM, Salesforce.com
Education
University of Colorado Denver
Master of Education
University of Wyoming
Bachelor of Science
American Red Cross June 2013 - Present
Martec International April 2010 - Present
Vanity Flair & Boudoir Chair March 2009 - Present
Curian Clearing June 2011 - October 2012
Family Tree March 2007 - March 2012
A Soft Place to Land October 2010 - May 2011
TFOT July 2010 - October 2010
Committee to Elect Chris Radeff September 2009 - October 2010
Hein & Associates LLP January 2006 - July 2010
CUNA Mutual Group August 2003 - March 2005
Skills
Team Building, Leadership Development, Process Improvement, Coaching, Customer Service, Time Management, Strategic Thinking, Efficiency, Building Coalitions, Information Management, Personality Assessment, Motivation, Leadership, Motivational..., Building Relationships, Training, Management, Event Planning, Strategic Planning, Workshop Facilitation, Strategy, Outlook, Budgets, Community Outreach, Research, Sales, Project Management, Software Documentation, Employee Relations, Teamwork, Marketing, Project Planning, Policy, Sourcing, Program Management, Onboarding, Employee Training, Conflict Resolution, Organizational..., Interviews, Organizational..., Team Management, Change Management, Team Leadership, Voiceovers, CRM, Salesforce.com
Education
University of Colorado Denver
Master of Education
University of Wyoming
Bachelor of Science
Ted Raychek Ted Raychek's Hein & Associates LLP Experience September 2014 - Present
Job Director, NetSuite Cloud Solutions
Industry Computer Software
Experience
Hein & Associates LLP September 2014 - Present
Blytheco, LLC December 2010 - May 2014
Faye, Pollack & Associates, Inc. July 2006 - September 2009
Faye, Pollack & Associates, Inc. 2006 - 2009
Skills
ERP Solutions, Strategic Planning, Project Management, Business Development, CRM, SaaS, Databases, Sales, Sales Process, ERP, Business Process, Accounting, Enterprise Software, Manufacturing, Outsourcing, Business Intelligence, Management, Integration, Solution Selling, Cloud Computing
Education
University of Phoenix 2005 — 2006
Technology Management
California State University-Northridge 1975 — 1977
B Sc, Business Administration Option: Marketing
Hein & Associates LLP September 2014 - Present
Blytheco, LLC December 2010 - May 2014
Faye, Pollack & Associates, Inc. July 2006 - September 2009
Faye, Pollack & Associates, Inc. 2006 - 2009
Skills
ERP Solutions, Strategic Planning, Project Management, Business Development, CRM, SaaS, Databases, Sales, Sales Process, ERP, Business Process, Accounting, Enterprise Software, Manufacturing, Outsourcing, Business Intelligence, Management, Integration, Solution Selling, Cloud Computing
Education
University of Phoenix 2005 — 2006
Technology Management
California State University-Northridge 1975 — 1977
B Sc, Business Administration Option: Marketing
Alan Quach, CPA Alan Quach, CPA's Hein & Associates LLP Experience July 2008 - January 2009
Job NGL F&PA Analyst at Phillips 66
Industry Accounting
Experience
Phillips 66 June 2015 - Present
Kinder Morgan January 2014 - June 2015
Kinder Morgan August 2011 - December 2013
Harper and Pearson Company April 2009 - August 2011
Hein & Associates LLP July 2008 - January 2009
Hein & Associates LLP August 2006 - June 2008
Skills
Financial Institutions, SEC filings, Accounting, Financial Reporting, GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, CPA, Financial Analysis, General Ledger, Internal Audit, Tax, Financial Statements, Account Reconciliation, Variance Analysis, Fixed Assets, Sarbanes-Oxley, Accounts Payable, Financial Audits, SEC Filings
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration, with an emphasis in Accounting
Phillips 66 June 2015 - Present
Kinder Morgan January 2014 - June 2015
Kinder Morgan August 2011 - December 2013
Harper and Pearson Company April 2009 - August 2011
Hein & Associates LLP July 2008 - January 2009
Hein & Associates LLP August 2006 - June 2008
Skills
Financial Institutions, SEC filings, Accounting, Financial Reporting, GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, CPA, Financial Analysis, General Ledger, Internal Audit, Tax, Financial Statements, Account Reconciliation, Variance Analysis, Fixed Assets, Sarbanes-Oxley, Accounts Payable, Financial Audits, SEC Filings
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration, with an emphasis in Accounting
Brian Bollich Brian Bollich's Hein & Associates LLP Experience October 2002 - January 2003
Job Partner at MedCore Partners, LLC
Industry Real Estate
Experience
MedCore Partners July 2011 - Present
The Cirrus Group, LLC October 2008 - July 2011
The Cirrus Group, LLC July 2005 - October 2008
The Cirrus Group, LLC June 2004 - July 2005
Q10 Kinghorn, Driver, Hough & Co. May 2003 - August 2003
Hein + Associates, LLP October 2002 - January 2003
UBS PaineWebber, Inc. June 2001 - August 2001
PaineWebber, Inc. June 2000 - August 2000
Skills
Real Estate, Disposition, Real Estate Development, Due Diligence
Education
Texas A&M University - Mays Business School 2003 — 2004
MLERE, Real Estate Finance and Investments
Texas A&M University - Mays Business School 1998 — 2002
BBA, Finance
MedCore Partners July 2011 - Present
The Cirrus Group, LLC October 2008 - July 2011
The Cirrus Group, LLC July 2005 - October 2008
The Cirrus Group, LLC June 2004 - July 2005
Q10 Kinghorn, Driver, Hough & Co. May 2003 - August 2003
Hein + Associates, LLP October 2002 - January 2003
UBS PaineWebber, Inc. June 2001 - August 2001
PaineWebber, Inc. June 2000 - August 2000
Skills
Real Estate, Disposition, Real Estate Development, Due Diligence
Education
Texas A&M University - Mays Business School 2003 — 2004
MLERE, Real Estate Finance and Investments
Texas A&M University - Mays Business School 1998 — 2002
BBA, Finance
Bobby East Bobby East's Hein & Associates LLP Experience May 1995 - December 1996
Job Semi Retired, Tax Senior, CPA
Industry Accounting
Experience
Semi-Retired Tax Senior March 2004 - Present
PricewaterhouseCoopers, LLP January 1998 - February 2004
Dal-Tile Corporation December 1996 - December 1997
Hein + Associates LLP May 1995 - December 1996
Chisum & Morton, P.C. April 1993 - April 1995
Skills
Tax Provision, Consolidated Returns, Financial Statements, Bookkeeping, Federal Tax Compliance, Multi-State Compliance, Corporate Tax, Partnership Tax Returns, Individual Tax Returns, Manage Client..., Staff Development, Training Delivery, Supervisory Skills, Microsoft Office, Team Building, GoSystem Tax, Lecerte Tax Prep
Education
Lamar University
Bachelor of Business Administration (BBA), Accounting, GPA-3.50, Graduated Cum Laude
Semi-Retired Tax Senior March 2004 - Present
PricewaterhouseCoopers, LLP January 1998 - February 2004
Dal-Tile Corporation December 1996 - December 1997
Hein + Associates LLP May 1995 - December 1996
Chisum & Morton, P.C. April 1993 - April 1995
Skills
Tax Provision, Consolidated Returns, Financial Statements, Bookkeeping, Federal Tax Compliance, Multi-State Compliance, Corporate Tax, Partnership Tax Returns, Individual Tax Returns, Manage Client..., Staff Development, Training Delivery, Supervisory Skills, Microsoft Office, Team Building, GoSystem Tax, Lecerte Tax Prep
Education
Lamar University
Bachelor of Business Administration (BBA), Accounting, GPA-3.50, Graduated Cum Laude
Kenny Grace Kenny Grace's Hein & Associates LLP Experience 1997 - Present
Job Office Managing Partner at Hein & Associates
Industry Accounting
Experience
Hein & Associates LLP 1997 - Present
KPMG 1985 - 1996
Skills
Auditing, CPA, SEC filings, US GAAP, Audits of Employee...
Education
University of Houston, C.T. Bauer College of Business
BBA, Accounting
Hein & Associates LLP 1997 - Present
KPMG 1985 - 1996
Skills
Auditing, CPA, SEC filings, US GAAP, Audits of Employee...
Education
University of Houston, C.T. Bauer College of Business
BBA, Accounting
Matthew De Luna, CPA, CGMA Matthew De Luna, CPA, CGMA's Hein & Associates LLP Experience 2006 - 2007
Job Director, External Reporting at The New Home Company Inc.
Industry Accounting
Experience
The New Home Company Inc. September 2014 - Present
NRG Energy April 2014 - September 2014
Edison Mission Energy April 2012 - March 2014
Vertex Standard USA, Inc. 2010 - 2012
TigerLogic Corporation (formerly Raining Data) 2007 - 2009
Hein & Associates LLP 2006 - 2007
BALtrans Logistics, Inc. (now Toll Global Forwarding) 2002 - 2006
Merrill Lynch 2001 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Process Improvement, US GAAP, Financial Reporting, Strategic Planning, Financial Analysis, Business Strategy, SEC filings, Financial Management, Financial Projections, Financial Planning, Financial Modeling, Budgeting, Forecasting, Variance Analysis, Business Operations..., Financial Systems..., SAP, ERP, Internal Reporting, Cost Reduction, Internal Audit, Financial Accounting, IFRS, International Accounting, Transfer Pricing, Revenue Recognition, Monthly Close, Consolidation, SEC reporting, External Audit, Corporate Finance, Cash Management, Mergers & Acquisitions, Business Valuation, Acquisition Integration, Demergers, Change Management, Corporate Turnarounds, Restructuring, Profitable Growth, Business Planning, Business Analysis, Business Modeling, Product Analysis, P&L Management, Supply Chain Management, Inventory Management, Fixed Asset Management
Education
California State University-Fullerton 1997 — 2001
B.A., Business Administration, Concentration in Accounting
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2001
B.A., Business Administration, Concentration in Accounting
The New Home Company Inc. September 2014 - Present
NRG Energy April 2014 - September 2014
Edison Mission Energy April 2012 - March 2014
Vertex Standard USA, Inc. 2010 - 2012
TigerLogic Corporation (formerly Raining Data) 2007 - 2009
Hein & Associates LLP 2006 - 2007
BALtrans Logistics, Inc. (now Toll Global Forwarding) 2002 - 2006
Merrill Lynch 2001 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Process Improvement, US GAAP, Financial Reporting, Strategic Planning, Financial Analysis, Business Strategy, SEC filings, Financial Management, Financial Projections, Financial Planning, Financial Modeling, Budgeting, Forecasting, Variance Analysis, Business Operations..., Financial Systems..., SAP, ERP, Internal Reporting, Cost Reduction, Internal Audit, Financial Accounting, IFRS, International Accounting, Transfer Pricing, Revenue Recognition, Monthly Close, Consolidation, SEC reporting, External Audit, Corporate Finance, Cash Management, Mergers & Acquisitions, Business Valuation, Acquisition Integration, Demergers, Change Management, Corporate Turnarounds, Restructuring, Profitable Growth, Business Planning, Business Analysis, Business Modeling, Product Analysis, P&L Management, Supply Chain Management, Inventory Management, Fixed Asset Management
Education
California State University-Fullerton 1997 — 2001
B.A., Business Administration, Concentration in Accounting
California State University-Fullerton, Mihaylo College of Business and Economics 1997 — 2001
B.A., Business Administration, Concentration in Accounting
Teri Ozaki, PHR's Hein & Associates LLP Experience 2004 - Present
Job
Industry Accounting
Experience
Hein & Associates LLP 2004 - Present
Skills
Employee Benefits, Human Resources, Onboarding, Employee Relations, Recruiting, Performance Management, Employee Training, Coaching, Benefits Administration, Sourcing, Employee Handbooks, Health Insurance, HR Policies, Compensation & Benefit
Education
University of Colorado at Boulder - Leeds School of Business
B.S., Business Administration
Hein & Associates LLP 2004 - Present
Skills
Employee Benefits, Human Resources, Onboarding, Employee Relations, Recruiting, Performance Management, Employee Training, Coaching, Benefits Administration, Sourcing, Employee Handbooks, Health Insurance, HR Policies, Compensation & Benefit
Education
University of Colorado at Boulder - Leeds School of Business
B.S., Business Administration
Jonathan Howard, CPA's Hein & Associates LLP Experience January 2010 - July 2012
Job Tax Senior at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2012 - Present
Hein & Associates, LLP January 2010 - July 2012
Skills
Oil/Gas, Corporate Tax, Tax Accounting, Partnership Taxation, Personal Income Tax...
Education
McNeese State University 2004 — 2008
B.S. in Accounting
Hein & Associates August 2012 - Present
Hein & Associates, LLP January 2010 - July 2012
Skills
Oil/Gas, Corporate Tax, Tax Accounting, Partnership Taxation, Personal Income Tax...
Education
McNeese State University 2004 — 2008
B.S. in Accounting
Linda Thunem, CPA, MBA Linda Thunem, CPA, MBA's Hein & Associates LLP Experience 1998 - 2004
Job Assistant Controller at Tremron Group
Industry Accounting
Experience
Tremron Group April 2015 - Present
The Jacksonville Bank May 2014 - October 2014
Deutsche Bank June 2013 - May 2014
Allos Therapeutics May 2010 - November 2012
High Sierra Energy 2007 - 2009
Coinstar Entertainment Services, Inc. 2005 - 2007
New World Restaurant Group, Inc. 2004 - 2005
Hein & Associates LLP 1998 - 2004
Skills
CPA, Corporate Financial..., Financial Reporting, Internal Financial..., Financial Analysis, GAAP, Internal Controls, Consolidated Financial..., Monthly Close Process, MS Excel Pivot Tables, Accounting, Auditing, Account Reconciliation, Financial Statements, General Ledger, Revenue Recognition, Change Management, Budgets, Financial Audits, Journal Entries, Cash Management, SEC filings, Accounts Receivable, US GAAP, Internal Control..., Outstanding..., Sarbanes-Oxley Act, Team Management, ADP Payroll, Internal Audit, Accounts Payable, Fixed Assets, Treasury, Professional Mentoring, Oracle ERP..., Team Leadership
Education
Regis University 1996 — 1998
MBA, Accounting/Finance
Metropolitan State University of Denver
BS, Accounting
Tremron Group April 2015 - Present
The Jacksonville Bank May 2014 - October 2014
Deutsche Bank June 2013 - May 2014
Allos Therapeutics May 2010 - November 2012
High Sierra Energy 2007 - 2009
Coinstar Entertainment Services, Inc. 2005 - 2007
New World Restaurant Group, Inc. 2004 - 2005
Hein & Associates LLP 1998 - 2004
Skills
CPA, Corporate Financial..., Financial Reporting, Internal Financial..., Financial Analysis, GAAP, Internal Controls, Consolidated Financial..., Monthly Close Process, MS Excel Pivot Tables, Accounting, Auditing, Account Reconciliation, Financial Statements, General Ledger, Revenue Recognition, Change Management, Budgets, Financial Audits, Journal Entries, Cash Management, SEC filings, Accounts Receivable, US GAAP, Internal Control..., Outstanding..., Sarbanes-Oxley Act, Team Management, ADP Payroll, Internal Audit, Accounts Payable, Fixed Assets, Treasury, Professional Mentoring, Oracle ERP..., Team Leadership
Education
Regis University 1996 — 1998
MBA, Accounting/Finance
Metropolitan State University of Denver
BS, Accounting
Scott Grimm Scott Grimm's Hein & Associates LLP Experience 2000 - 2003
Job CPA | Tax | Accounting | Real Estate | | Property Transactions | Transactional Planning | Capital Gains Planning
Industry Accounting
Experience
Anton Collins Mitchell LLP July 2010 - Present
Moss Adams LLP 2003 - 2009
Hein & Associates LLP 2000 - 2003
Skills
CPA, Accountant, Accounting, Advice, Audit, Business Development, Business Structuring, C Corp, Capital Gains Planning, Compliance, Construction, Consulting, Cost Segregation, Finance, Financial Reporting, Historic Tax Credit Work, International Compliance, LLC Taxation, Manager, Master of Taxation, Mentor, Middle Market, Partnership Accounting, Property Transactions, Quality Control, Real Estate, S Corp Taxation, Strategic, Structure Planning, Tax, Tax Compliance, Tax Planning, Tax Strategies, Trainer, Transactional Planning, S Corporations, C-Corp, Tax Research
Education
University of Denver 1999 — 2000
Master of Taxation (M.T.), Tax
University of Idaho 1993 — 1999
Bachelor of Science (B.S.), Accounting
Anton Collins Mitchell LLP July 2010 - Present
Moss Adams LLP 2003 - 2009
Hein & Associates LLP 2000 - 2003
Skills
CPA, Accountant, Accounting, Advice, Audit, Business Development, Business Structuring, C Corp, Capital Gains Planning, Compliance, Construction, Consulting, Cost Segregation, Finance, Financial Reporting, Historic Tax Credit Work, International Compliance, LLC Taxation, Manager, Master of Taxation, Mentor, Middle Market, Partnership Accounting, Property Transactions, Quality Control, Real Estate, S Corp Taxation, Strategic, Structure Planning, Tax, Tax Compliance, Tax Planning, Tax Strategies, Trainer, Transactional Planning, S Corporations, C-Corp, Tax Research
Education
University of Denver 1999 — 2000
Master of Taxation (M.T.), Tax
University of Idaho 1993 — 1999
Bachelor of Science (B.S.), Accounting
Kenny Wilks's Hein & Associates LLP Experience December 2004 - January 2011
Job Partner at Hein & Associates
Industry Oil & Energy
Experience
Hein & Associates January 2011 - Present
Hein & Associates LLP December 2004 - January 2011
Deloitte September 2001 - December 2004
Skills
Petroleum, Derivatives, SEC, SEC filings, Accounting, External Audit, Corporate Finance, Valuation, Financial Advisory, Financial Analysis, Private Equity, Due Diligence, Assurance, Capital Markets, Auditing, GAAP, Budgets, Finance, US GAAP, Sarbanes-Oxley, Financial Accounting, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Energy, CPA, Financial Audits, Mergers & Acquisitions, Financial Modeling, General Ledger, Mergers
Education
Kansas State University 1996 — 2001
Hein & Associates January 2011 - Present
Hein & Associates LLP December 2004 - January 2011
Deloitte September 2001 - December 2004
Skills
Petroleum, Derivatives, SEC, SEC filings, Accounting, External Audit, Corporate Finance, Valuation, Financial Advisory, Financial Analysis, Private Equity, Due Diligence, Assurance, Capital Markets, Auditing, GAAP, Budgets, Finance, US GAAP, Sarbanes-Oxley, Financial Accounting, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Energy, CPA, Financial Audits, Mergers & Acquisitions, Financial Modeling, General Ledger, Mergers
Education
Kansas State University 1996 — 2001
Joe Blice Joe Blice's Hein & Associates LLP Experience March 2003 - Present
Job Audit Partner at Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates LLP March 2003 - Present
Toreador Resources Corporation April 2001 - March 2003
Ernst & Young LLP December 1996 - April 2001
Skills
Financial Reporting, CPA, Auditing, Sarbanes-Oxley Act, SEC filings, Mergers & Acquisitions, GAAP, Internal Controls, Revenue Recognition, Sarbanes-Oxley, External Audit, Oil & Gas Industry, Leadership Development
Education
University of Oklahoma 1992 — 1996
BBA, Accounting
Hein & Associates LLP March 2003 - Present
Toreador Resources Corporation April 2001 - March 2003
Ernst & Young LLP December 1996 - April 2001
Skills
Financial Reporting, CPA, Auditing, Sarbanes-Oxley Act, SEC filings, Mergers & Acquisitions, GAAP, Internal Controls, Revenue Recognition, Sarbanes-Oxley, External Audit, Oil & Gas Industry, Leadership Development
Education
University of Oklahoma 1992 — 1996
BBA, Accounting
Suzanne Paris Suzanne Paris's Hein & Associates LLP Experience January 2007 - April 2009
Job CPA
Industry Accounting
Experience
Briggs & Veselka Co. November 2011 - May 2012
KPMG, LLP November 2010 - November 2011
Hein & ASSOCIATES, LLP January 2007 - April 2009
Skills
Auditing, Internal Controls, Financial Statements, US GAAP, GAAP, Assurance
Education
University of Houston-Clear Lake 2007 — 2012
Master of Science, Accounting, 3.3
Texas A&M University 2003 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance, 3.3
Briggs & Veselka Co. November 2011 - May 2012
KPMG, LLP November 2010 - November 2011
Hein & ASSOCIATES, LLP January 2007 - April 2009
Skills
Auditing, Internal Controls, Financial Statements, US GAAP, GAAP, Assurance
Education
University of Houston-Clear Lake 2007 — 2012
Master of Science, Accounting, 3.3
Texas A&M University 2003 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance, 3.3
Keith Tunnell Keith Tunnell's Hein & Associates LLP Experience April 1991 - Present
Job Owner, Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates LLP April 1991 - Present
KPMG 1984 - 1991
Education
Texas Tech University 1979 — 1981
BBA, Accounting
Hein & Associates LLP April 1991 - Present
KPMG 1984 - 1991
Education
Texas Tech University 1979 — 1981
BBA, Accounting
Charlene Willey Charlene Willey's Hein & Associates LLP Experience January 1999 - January 2009
Job Marketing Director at Hein & Associates
Industry Accounting
Experience
Hein & Associates July 1999 - June 2009
HEIN & ASSOCIATES LLP January 1999 - January 2009
First Trust Corporation January 1989 - January 1999
First Trust Corporation January 1986 - January 1988
First Trust Corporation January 1983 - January 1986
First Trust Corporation January 1982 - January 1983
Education
University of Denver
Certificate Programs; and Women, Marketing; Project Management; Business
Regis College
Bachelor of Arts, Sociology and Psychology
Regis University
Master of Science; MSM, Management
Hein & Associates July 1999 - June 2009
HEIN & ASSOCIATES LLP January 1999 - January 2009
First Trust Corporation January 1989 - January 1999
First Trust Corporation January 1986 - January 1988
First Trust Corporation January 1983 - January 1986
First Trust Corporation January 1982 - January 1983
Education
University of Denver
Certificate Programs; and Women, Marketing; Project Management; Business
Regis College
Bachelor of Arts, Sociology and Psychology
Regis University
Master of Science; MSM, Management
Scott Drakulich Scott Drakulich's Hein & Associates LLP Experience December 2003 - September 2014
Job Financial Reporting with Buckhorn Energy Services
Industry Accounting
Experience
Buckhorn Energy Services October 2014 - Present
Hein & Associates LLP December 2003 - September 2014
KPMG LLP June 2002 - December 2003
Arthur Andersen LLP January 2001 - June 2002
Skills
Auditing, Mergers, Financial Analysis, Accounting, SEC filings, Financial Audits, Budgets, IPO, Sarbanes-Oxley Act, US GAAP, GAAP, Internal Controls, Financial Reporting, Mergers & Acquisitions, Financial Accounting, SEC Filings
Education
Colorado State University 1997 — 2000
Business Administration, Accounting
University of Colorado Denver 1996 — 1997
Accounting
Buckhorn Energy Services October 2014 - Present
Hein & Associates LLP December 2003 - September 2014
KPMG LLP June 2002 - December 2003
Arthur Andersen LLP January 2001 - June 2002
Skills
Auditing, Mergers, Financial Analysis, Accounting, SEC filings, Financial Audits, Budgets, IPO, Sarbanes-Oxley Act, US GAAP, GAAP, Internal Controls, Financial Reporting, Mergers & Acquisitions, Financial Accounting, SEC Filings
Education
Colorado State University 1997 — 2000
Business Administration, Accounting
University of Colorado Denver 1996 — 1997
Accounting
Jason Kennell, CMI's Hein & Associates LLP Experience January 2009 - October 2012
Job Tax and Reg Reporting Manager at QEP Resources, Inc.
Industry Oil & Energy
Experience
QEP Resources, Inc. October 2012 - Present
Hein & Associates LLP January 2009 - October 2012
FMC Technologies March 2008 - December 2008
Deloitte February 2004 - March 2008
Texas Pension Consultants October 2002 - August 2004
Skills
Income Tax, Tax Research, Accounting, Tax, State Tax, Partnership Taxation, Sales Tax, Tax Accounting, Oil & Gas Industry, Sales & Use Tax, Corporate Tax, Tax Advisory, Production/Severance Tax
Education
Baylor University 2003 — 2004
Master of Taxation
Baylor University 2000 — 2003
BBA, Accounting
QEP Resources, Inc. October 2012 - Present
Hein & Associates LLP January 2009 - October 2012
FMC Technologies March 2008 - December 2008
Deloitte February 2004 - March 2008
Texas Pension Consultants October 2002 - August 2004
Skills
Income Tax, Tax Research, Accounting, Tax, State Tax, Partnership Taxation, Sales Tax, Tax Accounting, Oil & Gas Industry, Sales & Use Tax, Corporate Tax, Tax Advisory, Production/Severance Tax
Education
Baylor University 2003 — 2004
Master of Taxation
Baylor University 2000 — 2003
BBA, Accounting
Don Baker's Hein & Associates LLP Experience February 2008 - Present
Job Director, Technology and Management Consulting at Hein & Associates, LLP
Industry Management Consulting
Experience
Hein & Associates, LLP February 2008 - Present
Hudson Highland Group December 2004 - January 2008
Fortune 500 companies November 2003 - January 2005
Comprehensive Software Systems January 2003 - November 2003
Accenture January 1996 - November 2001
Fidelity Investments March 1989 - January 1996
Fidelity Investments January 1984 - March 1989
Skills
Business Intelligence, CRM, Management Consulting, Process Improvement, ITIL, Auditing, Project Management, Enterprise Software, Information Technology, Consulting, Professional Services, COBIT, Sarbanes-Oxley, Data Warehousing, SDLC, Business Process, IT Strategy, Sarbanes-Oxley Act
Education
Texas Christian University 1978 — 1983
BBA, Finance
Hein & Associates, LLP February 2008 - Present
Hudson Highland Group December 2004 - January 2008
Fortune 500 companies November 2003 - January 2005
Comprehensive Software Systems January 2003 - November 2003
Accenture January 1996 - November 2001
Fidelity Investments March 1989 - January 1996
Fidelity Investments January 1984 - March 1989
Skills
Business Intelligence, CRM, Management Consulting, Process Improvement, ITIL, Auditing, Project Management, Enterprise Software, Information Technology, Consulting, Professional Services, COBIT, Sarbanes-Oxley, Data Warehousing, SDLC, Business Process, IT Strategy, Sarbanes-Oxley Act
Education
Texas Christian University 1978 — 1983
BBA, Finance
Nicole Toerber Nicole Toerber's Hein & Associates LLP Experience January 2005 - Present
Job Audit Senior Manager at Hein & Associates, LLP
Industry Accounting
Experience
Hein & Associates, LLP January 2005 - Present
TransMontaigne 2002 - 2003
KPMG Belgium 1999 - 2002
KPMG 1997 - 2002
Skills
US GAAP, CPA, Auditing, Financial Reporting, Private Companies, GAAP, SEC filings, Internal Controls, Financial Accounting, Financial Analysis, External Audit
Education
University of Northern Iowa 1993 — 1995
Iowa State University 1991 — 1993
Accounting
Hein & Associates, LLP January 2005 - Present
TransMontaigne 2002 - 2003
KPMG Belgium 1999 - 2002
KPMG 1997 - 2002
Skills
US GAAP, CPA, Auditing, Financial Reporting, Private Companies, GAAP, SEC filings, Internal Controls, Financial Accounting, Financial Analysis, External Audit
Education
University of Northern Iowa 1993 — 1995
Iowa State University 1991 — 1993
Accounting
Brian Mandell-Rice Brian Mandell-Rice's Hein & Associates LLP Experience July 1987 - Present
Job Managing Partner at Hein & Associates
Industry Accounting
Experience
Hein & Associates January 2011 - Present
Hein & Associates LLP July 1987 - Present
Sportsmen Products September 1976 - December 1986
Skills
Due Diligence, Mergers, Financial Analysis, Business Valuation, Audit, Mergers & Acquisitions, Auditing, Internal Controls, Budgets, Leadership, Management, SEC filings, Tax, Accounting, Internal Audit, CRM, Strategic Planning, Business Planning, Financial Audits, SEC Filings
Education
University of Colorado at Boulder - Leeds School of Business 1971 — 1976
Accounting
Hein & Associates January 2011 - Present
Hein & Associates LLP July 1987 - Present
Sportsmen Products September 1976 - December 1986
Skills
Due Diligence, Mergers, Financial Analysis, Business Valuation, Audit, Mergers & Acquisitions, Auditing, Internal Controls, Budgets, Leadership, Management, SEC filings, Tax, Accounting, Internal Audit, CRM, Strategic Planning, Business Planning, Financial Audits, SEC Filings
Education
University of Colorado at Boulder - Leeds School of Business 1971 — 1976
Accounting
Lindsey Lee Lindsey Lee's Hein & Associates LLP Experience 2001 - June 2005
Job Director at SRR Inc.
Industry Financial Services
Experience
Stout Risius Ross September 2007 - Present
UHY Advisors, LLP July 2005 - September 2007
Hein & Associates, LLP 2001 - June 2005
Polaris Group 1998 - 2000
Bond & Lee 1996 - 1998
MacFarland, Grossman & Company January 1992 - October 1996
Kenneth Leventhal & Company September 1986 - May 1988
Arthur Andersen & Co. September 1982 - May 1983
Skills
Business Valuation, Valuation, Purchase Price..., Financial Modeling, Litigation Support, Expert Witness, DCF, Financial Analysis, SEC Filings, Financial Reporting, Strategic Financial..., Equity Valuation, M&A experience, Litigation Consulting
Education
South Texas College of Law 1988 — 1991
J.D., Law
The University of Texas at Austin - Red McCombs School of Business 1980 — 1983
MBA, Accounting and Finance
The University of Texas at Austin 1976 — 1980
BA with Honors, Government
Ascension Day School
Stout Risius Ross September 2007 - Present
UHY Advisors, LLP July 2005 - September 2007
Hein & Associates, LLP 2001 - June 2005
Polaris Group 1998 - 2000
Bond & Lee 1996 - 1998
MacFarland, Grossman & Company January 1992 - October 1996
Kenneth Leventhal & Company September 1986 - May 1988
Arthur Andersen & Co. September 1982 - May 1983
Skills
Business Valuation, Valuation, Purchase Price..., Financial Modeling, Litigation Support, Expert Witness, DCF, Financial Analysis, SEC Filings, Financial Reporting, Strategic Financial..., Equity Valuation, M&A experience, Litigation Consulting
Education
South Texas College of Law 1988 — 1991
J.D., Law
The University of Texas at Austin - Red McCombs School of Business 1980 — 1983
MBA, Accounting and Finance
The University of Texas at Austin 1976 — 1980
BA with Honors, Government
Ascension Day School
Wayne Gray Wayne Gray's Hein & Associates LLP Experience 1984 - Present
Job Partner Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates LLP 1984 - Present
Atlantic Oil Corporation May 1982 - August 1984
Deloitte July 1976 - May 1981
Skills
SEC filings, Mergers & Acquisitions, Due Diligence, Auditing, Financial Reporting, Financial Modeling, GAAP, Private Equity
Education
University of Illinois at Urbana-Champaign 1973 — 1976
BA / MA, Accounting
Hein & Associates LLP 1984 - Present
Atlantic Oil Corporation May 1982 - August 1984
Deloitte July 1976 - May 1981
Skills
SEC filings, Mergers & Acquisitions, Due Diligence, Auditing, Financial Reporting, Financial Modeling, GAAP, Private Equity
Education
University of Illinois at Urbana-Champaign 1973 — 1976
BA / MA, Accounting
Erick Wegmann Erick Wegmann's Hein & Associates LLP Experience July 2007 - August 2010
Job Audit Partner, Calvetti Ferguson
Industry Accounting
Experience
Calvetti Ferguson September 2010 - Present
Hein & Associates LLP July 2007 - August 2010
Mohle Adams, LLP 2001 - 2007
Skills
10Q, Internal Controls, Sarbanes-Oxley Act, Accounting, US GAAP, SEC filings, Financial Accounting, GAAP, Financial Reporting, Auditing, General Ledger, Financial Statements, Financial Analysis, SOX 404, Tax Accounting, Corporate Tax, CPA, Tax Research, Tax, SEC Filings
Education
The University of Texas at San Antonio 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
Calvetti Ferguson September 2010 - Present
Hein & Associates LLP July 2007 - August 2010
Mohle Adams, LLP 2001 - 2007
Skills
10Q, Internal Controls, Sarbanes-Oxley Act, Accounting, US GAAP, SEC filings, Financial Accounting, GAAP, Financial Reporting, Auditing, General Ledger, Financial Statements, Financial Analysis, SOX 404, Tax Accounting, Corporate Tax, CPA, Tax Research, Tax, SEC Filings
Education
The University of Texas at San Antonio 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
Ron Rand Ron Rand's Hein & Associates LLP Experience 1996 - 2003
Job President and CEO
Industry Information Technology and Services
Experience
Rand Group May 2003 - Present
Hein & Associates LLP 1996 - 2003
Skills
Accounting, Business Process..., Integration, Business Analysis, Strategic Planning, ERP, Business Intelligence, SaaS, Start-ups, Microsoft CRM, Microsoft Dynamics, Financial Reporting, Enterprise Software, Professional Services, Process Improvement, Management Consulting, Financials, Business Process, General Ledger
Education
University of Houston 1986 — 1989
Bachelor of Science (B.S.), Accounting
Rand Group May 2003 - Present
Hein & Associates LLP 1996 - 2003
Skills
Accounting, Business Process..., Integration, Business Analysis, Strategic Planning, ERP, Business Intelligence, SaaS, Start-ups, Microsoft CRM, Microsoft Dynamics, Financial Reporting, Enterprise Software, Professional Services, Process Improvement, Management Consulting, Financials, Business Process, General Ledger
Education
University of Houston 1986 — 1989
Bachelor of Science (B.S.), Accounting
Nick Fatseas's Hein & Associates LLP Experience October 2012 - May 2015
Job Financial Analyst at Fifth Creek Energy
Industry Accounting
Experience
Fifth Creek Energy May 2015 - Present
Hein & Associates LLP October 2012 - May 2015
Nick Fatseas, CPA & Associates August 2011 - September 2012
Tate & Tryon, CPAs & Consultants September 2010 - August 2011
Tate & Tryon, CPAs & Consultants June 2006 - August 2010
Skills
Accounting, Bookkeeping, Tax Preparation, Audit, Financial Reporting, Process Improvement, Internal Controls, Communication Skills, Auditing, Preparation, US GAAP, CPA, Financial Accounting, Financial Statements, GAAP, General Ledger, QuickBooks, Sarbanes-Oxley Act, Financial Analysis
Education
University of Maryland College Park 2006 — 2008
BS, Accounting
Fifth Creek Energy May 2015 - Present
Hein & Associates LLP October 2012 - May 2015
Nick Fatseas, CPA & Associates August 2011 - September 2012
Tate & Tryon, CPAs & Consultants September 2010 - August 2011
Tate & Tryon, CPAs & Consultants June 2006 - August 2010
Skills
Accounting, Bookkeeping, Tax Preparation, Audit, Financial Reporting, Process Improvement, Internal Controls, Communication Skills, Auditing, Preparation, US GAAP, CPA, Financial Accounting, Financial Statements, GAAP, General Ledger, QuickBooks, Sarbanes-Oxley Act, Financial Analysis
Education
University of Maryland College Park 2006 — 2008
BS, Accounting
Valerie Cohn Valerie Cohn's Hein & Associates LLP Experience January 2014 - June 2015
Job Tax Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2015 - Present
First Solar July 2015 - September 2015
Hein & Associates, LLP January 2014 - June 2015
Deloitte July 2013 - December 2013
Deloitte October 2011 - July 2013
Skills
GAAP, IFRS, Auditing, Financial Reporting, Financial Accounting, Tax, Accounting, International Tax, Tax Accounting, Tax Preparation, CPA, Corporate Tax, Income Tax, Partnership Taxation, Tax Returns
Education
Colorado State University 2010 — 2011
Master's degree, Accounting with a concentration in Tax
Colorado State University 2006 — 2010
Bachelor of Science (BS), Accounting
Moss Adams LLP September 2015 - Present
First Solar July 2015 - September 2015
Hein & Associates, LLP January 2014 - June 2015
Deloitte July 2013 - December 2013
Deloitte October 2011 - July 2013
Skills
GAAP, IFRS, Auditing, Financial Reporting, Financial Accounting, Tax, Accounting, International Tax, Tax Accounting, Tax Preparation, CPA, Corporate Tax, Income Tax, Partnership Taxation, Tax Returns
Education
Colorado State University 2010 — 2011
Master's degree, Accounting with a concentration in Tax
Colorado State University 2006 — 2010
Bachelor of Science (BS), Accounting
Kyle Zielasko Kyle Zielasko's Hein & Associates LLP Experience January 2011 - Present
Job Tax Supervisor at Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates LLP January 2011 - Present
KPMG October 2008 - January 2011
Skills
Corporate Tax, Tax Accounting, Partnership Taxation, Tax Research, Income Tax, Accounting, Tax
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Sciene, Business Adminstration w/ Concentration in Accounting
Hein & Associates LLP January 2011 - Present
KPMG October 2008 - January 2011
Skills
Corporate Tax, Tax Accounting, Partnership Taxation, Tax Research, Income Tax, Accounting, Tax
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Sciene, Business Adminstration w/ Concentration in Accounting
Alison Dunnebecke Alison Dunnebecke's Hein & Associates LLP Experience January 1989 - Present
Job Tax Partner at Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates LLP January 1989 - Present
Laventhol & Horwath August 1984 - November 1988
Skills
Partnership Taxation, CPA, Tax Research, Corporate Tax, Sarbanes-Oxley Act, GAAP, Tax Accounting, SEC filings, Accounting, Internal Controls, Auditing, Tax, FIN 48, Income Tax, International Tax
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2010
University of Utah - David Eccles School of Business 1979 — 2003
BS/MPRA, Accounting/Tax
Hein & Associates LLP January 1989 - Present
Laventhol & Horwath August 1984 - November 1988
Skills
Partnership Taxation, CPA, Tax Research, Corporate Tax, Sarbanes-Oxley Act, GAAP, Tax Accounting, SEC filings, Accounting, Internal Controls, Auditing, Tax, FIN 48, Income Tax, International Tax
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2010
University of Utah - David Eccles School of Business 1979 — 2003
BS/MPRA, Accounting/Tax
Brandon L. Brown, CPA's Hein & Associates LLP Experience July 2003 - July 2011
Job Financial Reporting Manager at Goodrich Petroleum Corporation
Industry Accounting
Experience
Goodrich Petroleum Corporation May 2014 - Present
Goodrich Petroleum Corporation August 2011 - April 2014
HEIN & ASSOCIATES LLP July 2003 - July 2011
Ernst & Young, LLP September 2000 - July 2003
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1996 — 2000
Bachelor of Science, Accounting
McDonogh 35 Senior High School 1992 — 1996
New Orleans, Louisiana
Goodrich Petroleum Corporation May 2014 - Present
Goodrich Petroleum Corporation August 2011 - April 2014
HEIN & ASSOCIATES LLP July 2003 - July 2011
Ernst & Young, LLP September 2000 - July 2003
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1996 — 2000
Bachelor of Science, Accounting
McDonogh 35 Senior High School 1992 — 1996
New Orleans, Louisiana
Mark Zilberman, CPA, CFE's Hein & Associates LLP Experience June 2004 - December 2011
Job Audit Partner at Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates May 2014 - Present
Deloitte & Touche LLP July 2012 - May 2014
MFR, P.C. December 2011 - June 2012
Hein & Associates LLP June 2004 - December 2011
Arthur Andersen LLP/Grant Thornton LLP November 2000 - May 2002
Skills
External Audit, Exploration & Production, Oilfield Services, Manufacturing and..., Construction, Software, SOX 404, SEC registrants, Private Companies, IPO, Financial Accounting, Russian Language, English Language, Staff..., CPA, CFE, Networking/Business...
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Accounting
Bellaire High School
Hein & Associates May 2014 - Present
Deloitte & Touche LLP July 2012 - May 2014
MFR, P.C. December 2011 - June 2012
Hein & Associates LLP June 2004 - December 2011
Arthur Andersen LLP/Grant Thornton LLP November 2000 - May 2002
Skills
External Audit, Exploration & Production, Oilfield Services, Manufacturing and..., Construction, Software, SOX 404, SEC registrants, Private Companies, IPO, Financial Accounting, Russian Language, English Language, Staff..., CPA, CFE, Networking/Business...
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Accounting
Bellaire High School
Lisette Sacco's Hein & Associates LLP Experience January 2007 - November 2010
Job Controller at Stonehenge Energy Resources, LP
Industry Accounting
Experience
Stonehenge Energy Resources LP June 2015 - Present
Lisette Diaz Financial Consultants, LLC January 2012 - Present
CTAP, LLC October 2010 - Present
Hein & Associates LLP January 2007 - November 2010
Berkowitz Dick Pollack & Brant LLP January 2006 - December 2006
McCullough & Co., LLP December 2004 - January 2006
Restaurant Holdings, Inc May 2004 - December 2004
Skills
Tax, Accounting, QuickBooks, Tax Returns, Auditing, Payroll, Account Reconciliation, Financial Statements, Tax Preparation, Invoicing, Strategic Financial..., Finance, Bookkeeping, CPA
Education
Florida Atlantic University 2004 — 2005
MAC, Masters of Accounting
University of Miami - School of Business 2000 — 2003
BBA, International Finance and Marketing
Stonehenge Energy Resources LP June 2015 - Present
Lisette Diaz Financial Consultants, LLC January 2012 - Present
CTAP, LLC October 2010 - Present
Hein & Associates LLP January 2007 - November 2010
Berkowitz Dick Pollack & Brant LLP January 2006 - December 2006
McCullough & Co., LLP December 2004 - January 2006
Restaurant Holdings, Inc May 2004 - December 2004
Skills
Tax, Accounting, QuickBooks, Tax Returns, Auditing, Payroll, Account Reconciliation, Financial Statements, Tax Preparation, Invoicing, Strategic Financial..., Finance, Bookkeeping, CPA
Education
Florida Atlantic University 2004 — 2005
MAC, Masters of Accounting
University of Miami - School of Business 2000 — 2003
BBA, International Finance and Marketing
Stephanie Park Wilson, CPA Stephanie Park Wilson, CPA's Hein & Associates LLP Experience July 2011 - October 2012
Job Audit Supervisor at PKF
Industry Accounting
Experience
PKF California June 2015 - Present
PKF California December 2012 - June 2015
Hein & Associates LLP July 2011 - October 2012
Cherry, Bekaert & Holland January 2010 - June 2011
Surface Optics Corporation October 2003 - October 2006
Anderson & Kreiger LLP January 2002 - December 2002
Skills
Auditing, GAAP, US GAAP, SEC filings, CPA, Financial Reporting, Accounting, General Ledger, Internal Controls, Financial Accounting, Financial Statements, Financial Analysis, External Audit, Account Reconciliation, Journal Entries, Accruals, Variance Analysis, Consolidation, Cash Flow, Accounts Payable, Financial Audits, Accounts Receivable, Revenue Recognition, Internal Audit, Finance, Microsoft Excel
Education
University of North Carolina at Charlotte 2008 — 2009
Masters, Accounting
University of North Carolina at Charlotte 2007 — 2008
BS, Accounting
PKF California June 2015 - Present
PKF California December 2012 - June 2015
Hein & Associates LLP July 2011 - October 2012
Cherry, Bekaert & Holland January 2010 - June 2011
Surface Optics Corporation October 2003 - October 2006
Anderson & Kreiger LLP January 2002 - December 2002
Skills
Auditing, GAAP, US GAAP, SEC filings, CPA, Financial Reporting, Accounting, General Ledger, Internal Controls, Financial Accounting, Financial Statements, Financial Analysis, External Audit, Account Reconciliation, Journal Entries, Accruals, Variance Analysis, Consolidation, Cash Flow, Accounts Payable, Financial Audits, Accounts Receivable, Revenue Recognition, Internal Audit, Finance, Microsoft Excel
Education
University of North Carolina at Charlotte 2008 — 2009
Masters, Accounting
University of North Carolina at Charlotte 2007 — 2008
BS, Accounting
Elizabeth Small's Hein & Associates LLP Experience October 2010 - Present
Job Tax Administrative Assistant at Hein & Associates
Industry Marketing and Advertising
Experience
Hein & Associates December 2014 - Present
Hein & Associates LLP October 2010 - Present
Auction & Event Solutions October 2008 - Present
The Integer Group January 2009 - June 2009
Hiwan Golf Club June 2007 - June 2009
Up With People May 2007 - May 2008
The Draft Sports Bar and Grill January 2003 - January 2008
Metro Brokers March 2006 - August 2007
Skills
Training, Project Management, Administration, Research and Reporting, Develop and Implement..., Organizational..., Event Planning Assistant, Marketing, Editing, Fundraising, Social Media, Nonprofits, Customer Service, Microsoft Office, Event Planning
Education
University of Colorado at Boulder 2004 — 2008
Bachelor's degree, Communication, Economics
Leeds School of Business, University of Colorado at 2007 — 2008
Certificate of Applied, Business
Hein & Associates December 2014 - Present
Hein & Associates LLP October 2010 - Present
Auction & Event Solutions October 2008 - Present
The Integer Group January 2009 - June 2009
Hiwan Golf Club June 2007 - June 2009
Up With People May 2007 - May 2008
The Draft Sports Bar and Grill January 2003 - January 2008
Metro Brokers March 2006 - August 2007
Skills
Training, Project Management, Administration, Research and Reporting, Develop and Implement..., Organizational..., Event Planning Assistant, Marketing, Editing, Fundraising, Social Media, Nonprofits, Customer Service, Microsoft Office, Event Planning
Education
University of Colorado at Boulder 2004 — 2008
Bachelor's degree, Communication, Economics
Leeds School of Business, University of Colorado at 2007 — 2008
Certificate of Applied, Business
Darlene Beer's Hein & Associates LLP Experience February 1996 - December 2009
Job at R Kuhen & Company, Inc.
Industry Accounting
Experience
R. Kuhen & Co., Inc. January 2010 - Present
Hein & Associates LLP February 1996 - December 2009
Ernst & Young August 1990 - February 1996
Skills
Tax, High Net Worth..., Income Tax, Partnership Taxation, Tax Compliance, Corporate Tax, CPA, Tax Advisory, S Corporations, SEC filings, US Tax, Tax Research, Tax Preparation
Education
Colorado State University-Pueblo 1986 — 1990
BSBA, Business Administration with an emphasis in Accounting
Golden Gate University
MS, Taxation
R. Kuhen & Co., Inc. January 2010 - Present
Hein & Associates LLP February 1996 - December 2009
Ernst & Young August 1990 - February 1996
Skills
Tax, High Net Worth..., Income Tax, Partnership Taxation, Tax Compliance, Corporate Tax, CPA, Tax Advisory, S Corporations, SEC filings, US Tax, Tax Research, Tax Preparation
Education
Colorado State University-Pueblo 1986 — 1990
BSBA, Business Administration with an emphasis in Accounting
Golden Gate University
MS, Taxation
Heather Barron, CPA's Hein & Associates LLP Experience January 2012 - January 2012
Job Tax Associate at DCG, P.C.
Industry Accounting
Experience
DCG, P.C. August 2013 - Present
KGC - Koll, Gidan, Cohen & Company, PC February 2012 - May 2013
Leahy Family Farm, LLC & Two Rivers Racing, LLC August 2009 - April 2012
Lane Gardens May 2009 - April 2012
Hein & Associates, LLP January 2012 - January 2012
The Home Depot March 2008 - November 2010
DIRECTV July 2000 - August 2006
DIRECTV April 2002 - February 2003
Skills
QuickBooks, Accounting, Bookkeeping, General Ledger, Auditing, CPA, Microsoft Excel, Microsoft Access, Adobe Acrobat
Education
Colorado State University 2008 — 2011
Master of Accountancy, Accounting
University of Colorado at Boulder 1996 — 2000
Bachelor of Science, Broadcast Journalism
DCG, P.C. August 2013 - Present
KGC - Koll, Gidan, Cohen & Company, PC February 2012 - May 2013
Leahy Family Farm, LLC & Two Rivers Racing, LLC August 2009 - April 2012
Lane Gardens May 2009 - April 2012
Hein & Associates, LLP January 2012 - January 2012
The Home Depot March 2008 - November 2010
DIRECTV July 2000 - August 2006
DIRECTV April 2002 - February 2003
Skills
QuickBooks, Accounting, Bookkeeping, General Ledger, Auditing, CPA, Microsoft Excel, Microsoft Access, Adobe Acrobat
Education
Colorado State University 2008 — 2011
Master of Accountancy, Accounting
University of Colorado at Boulder 1996 — 2000
Bachelor of Science, Broadcast Journalism
Greg Pfahl's Hein & Associates LLP Experience November 2000 - Present
Job Partner at Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates LLP November 2000 - Present
Shelton & Associates LLP 1997 - 2000
Skills
Due Diligence, Accounting, Audit, Financial Reporting, Auditing, Financial Analysis, Financial Accounting, GAAP, Income Tax, SEC filings, Tax Accounting, Tax, CPA, Corporate Tax, Budgets, Internal Controls, Sarbanes-Oxley, Partnership Taxation, Sarbanes-Oxley Act, US GAAP
Education
Western Kentucky University 1988 — 2003
Masters, Accounting
University of Kentucky 1988 — 1989
Hein & Associates LLP November 2000 - Present
Shelton & Associates LLP 1997 - 2000
Skills
Due Diligence, Accounting, Audit, Financial Reporting, Auditing, Financial Analysis, Financial Accounting, GAAP, Income Tax, SEC filings, Tax Accounting, Tax, CPA, Corporate Tax, Budgets, Internal Controls, Sarbanes-Oxley, Partnership Taxation, Sarbanes-Oxley Act, US GAAP
Education
Western Kentucky University 1988 — 2003
Masters, Accounting
University of Kentucky 1988 — 1989
Cindy Evers's Hein & Associates LLP Experience January 2007 - December 2007
Job Tax Associate at Yanari Watson McGaughey PC.
Industry Accounting
Experience
Yanari Watson McGaughey PC. January 2008 - Present
Hein & Associates LLP January 2007 - December 2007
Galileo International February 2001 - March 2005
Sabre Airline Solutions September 1999 - February 2001
Skills
C++ Application..., Java Application..., HTML 5, JavaScript, SQL, Partnership Taxation, Corporation Taxation, Individual Taxation, Trust Taxation
Education
University of Phoenix 2012 — 2014
Bachelor of Science, Web Development
Metropolitan State College of Denver 2005 — 2007
Bachelor of Science, Accounting
Yanari Watson McGaughey PC. January 2008 - Present
Hein & Associates LLP January 2007 - December 2007
Galileo International February 2001 - March 2005
Sabre Airline Solutions September 1999 - February 2001
Skills
C++ Application..., Java Application..., HTML 5, JavaScript, SQL, Partnership Taxation, Corporation Taxation, Individual Taxation, Trust Taxation
Education
University of Phoenix 2012 — 2014
Bachelor of Science, Web Development
Metropolitan State College of Denver 2005 — 2007
Bachelor of Science, Accounting
Shannon Neill's Hein & Associates LLP Experience January 1989 - April 1995
Job
Industry Oil & Energy
Experience
Stakeholder Midstream, LLC August 2015 - Present
Southcross Energy May 2011 - August 2015
Shannon Neill Consulting April 2008 - May 2011
U.S. Global Investors, Inc. September 2004 - March 2008
Accenture April 2002 - August 2004
Cut Craft, Inc. April 1995 - March 2002
Hein & Associates, LLP January 1989 - April 1995
KPMG September 1987 - December 1988
Johnson, Miller & Co. January 1986 - September 1987
Skills
Internal Controls, Process Improvement, Mergers, Accounting, Tax, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Acquisition Integration, SEC filings, Due Diligence, Auditing, Financial Accounting, Finance, Valuation, Risk Management, Cost Accounting, Cash Management, Managerial Finance, Strategy, Mergers & Acquisitions, Payroll, CPA, General Ledger, Internal Audit, Management, GAAP, Strategic Planning, Leadership, US GAAP, Budgets
Education
Angelo State University 1981 — 1985
Bachelor of Business Administration (BBA)
Stakeholder Midstream, LLC August 2015 - Present
Southcross Energy May 2011 - August 2015
Shannon Neill Consulting April 2008 - May 2011
U.S. Global Investors, Inc. September 2004 - March 2008
Accenture April 2002 - August 2004
Cut Craft, Inc. April 1995 - March 2002
Hein & Associates, LLP January 1989 - April 1995
KPMG September 1987 - December 1988
Johnson, Miller & Co. January 1986 - September 1987
Skills
Internal Controls, Process Improvement, Mergers, Accounting, Tax, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Modeling, Acquisition Integration, SEC filings, Due Diligence, Auditing, Financial Accounting, Finance, Valuation, Risk Management, Cost Accounting, Cash Management, Managerial Finance, Strategy, Mergers & Acquisitions, Payroll, CPA, General Ledger, Internal Audit, Management, GAAP, Strategic Planning, Leadership, US GAAP, Budgets
Education
Angelo State University 1981 — 1985
Bachelor of Business Administration (BBA)
Shannon Comstock's Hein & Associates LLP Experience 2004 - 2005
Job Senior Accountant at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield May 2012 - Present
Cushman & Wakefield 2012 - 2015
Cushman & Wakefield 2012 - 2015
Behringer Harvard 2006 - 2008
Grant Thornton April 2005 - August 2006
Hein & Associates LLP 2004 - 2005
Crow Holdings 2000 - 2003
Skills
Financial Reporting, Fixed Assets, Accounting, Financial Accounting, Financial Analysis, GAAP, General Ledger
Education
Trevecca Nazarene University 1990 — 1993
Trevecca Nazarene University 1990 — 1992
Bachelor's degree, Accounting
Cushman & Wakefield May 2012 - Present
Cushman & Wakefield 2012 - 2015
Cushman & Wakefield 2012 - 2015
Behringer Harvard 2006 - 2008
Grant Thornton April 2005 - August 2006
Hein & Associates LLP 2004 - 2005
Crow Holdings 2000 - 2003
Skills
Financial Reporting, Fixed Assets, Accounting, Financial Accounting, Financial Analysis, GAAP, General Ledger
Education
Trevecca Nazarene University 1990 — 1993
Trevecca Nazarene University 1990 — 1992
Bachelor's degree, Accounting
Bryan Valencia's Hein & Associates LLP Experience December 2004 - December 2014
Job Partner at Calvetti Ferguson
Industry Accounting
Experience
Calvetti Ferguson January 2015 - Present
Hein & Associates LLP December 2004 - December 2014
Deloitte February 1988 - November 2004
Skills
Tax Compliance, Corporate Tax, Income Tax, Tax, Tax Returns, Tax Accounting, GAAP, Tax Research, Accounting, Sarbanes-Oxley Act, US GAAP, CPA, SEC filings, Mergers & Acquisitions, International Tax, SEC Filings, Partnership Taxation, Due Diligence
Education
University of Nebraska-Lincoln 1984 — 1988
Grand Island Senior High 1981 — 1984
Diploma, College Prep.
Calvetti Ferguson January 2015 - Present
Hein & Associates LLP December 2004 - December 2014
Deloitte February 1988 - November 2004
Skills
Tax Compliance, Corporate Tax, Income Tax, Tax, Tax Returns, Tax Accounting, GAAP, Tax Research, Accounting, Sarbanes-Oxley Act, US GAAP, CPA, SEC filings, Mergers & Acquisitions, International Tax, SEC Filings, Partnership Taxation, Due Diligence
Education
University of Nebraska-Lincoln 1984 — 1988
Grand Island Senior High 1981 — 1984
Diploma, College Prep.
Jennifer Capser, CPA's Hein & Associates LLP Experience August 2004 - October 2012
Job Tax Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates November 2014 - Present
EKS&H September 2013 - November 2014
Borchardt Senger & Associates, LLC November 2012 - September 2013
Hein & Associates, LLP August 2004 - October 2012
CBIZ July 2003 - August 2004
A&E Architects, P.C. 1998 - 2002
Skills
CPA, Partnership Taxation, Accounting, Tax Preparation, Tax Returns, Income Tax, S Corporations, Tax Research, Tax, Tax Accounting, Tax Advisory, State Tax, Accounts Receivable, QuickBooks, Corporate Tax
Education
University of Denver 2002 — 2003
Masters of Tax
BDF
BDF
Montana State University-Billings
Bachelor of Science in Business Administration, Accounting
Hein & Associates November 2014 - Present
EKS&H September 2013 - November 2014
Borchardt Senger & Associates, LLC November 2012 - September 2013
Hein & Associates, LLP August 2004 - October 2012
CBIZ July 2003 - August 2004
A&E Architects, P.C. 1998 - 2002
Skills
CPA, Partnership Taxation, Accounting, Tax Preparation, Tax Returns, Income Tax, S Corporations, Tax Research, Tax, Tax Accounting, Tax Advisory, State Tax, Accounts Receivable, QuickBooks, Corporate Tax
Education
University of Denver 2002 — 2003
Masters of Tax
BDF
BDF
Montana State University-Billings
Bachelor of Science in Business Administration, Accounting
Daniel Whitaker's Hein & Associates LLP Experience January 2014 - October 2014
Job Internal Audit Senior at Monitronics International
Industry Accounting
Experience
Monitronics International March 2015 - Present
Robert Half Management Resources November 2014 - March 2015
Hein & Associates LLP January 2014 - October 2014
Hein & Associates LLP February 2012 - December 2013
Grant Thornton LLP August 2010 - January 2012
Grant Thornton LLP June 2008 - July 2010
Education
University of Oklahoma - Price College of Business 2003 — 2008
BBA/MAcc, Accounting & Finance
Monitronics International March 2015 - Present
Robert Half Management Resources November 2014 - March 2015
Hein & Associates LLP January 2014 - October 2014
Hein & Associates LLP February 2012 - December 2013
Grant Thornton LLP August 2010 - January 2012
Grant Thornton LLP June 2008 - July 2010
Education
University of Oklahoma - Price College of Business 2003 — 2008
BBA/MAcc, Accounting & Finance
Kent King, CPA, AAPA's Hein & Associates LLP Experience September 2008 - April 2011
Job Internal Audit Manager at SM Energy Company
Industry Accounting
Experience
SM Energy Company May 2011 - Present
Hein & Associates LLP September 2008 - April 2011
M.D.C. Holdings Inc May 2008 - August 2008
Cahill O'Kelly & Associates March 2008 - April 2008
Protiviti Risk Consulting May 2007 - August 2007
Skills
Internal Controls, Financial Audits, Auditing, Accounting, Internal Audit, Sarbanes-Oxley Act, US GAAP, Tax, GAAP, Sarbanes-Oxley, SEC filings, CPA, Oil/Gas, Financial Reporting, General Ledger, Financial Accounting, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BSBA, Accounting
University of Colorado Boulder - Leeds School of Business 2004 — 2008
SM Energy Company May 2011 - Present
Hein & Associates LLP September 2008 - April 2011
M.D.C. Holdings Inc May 2008 - August 2008
Cahill O'Kelly & Associates March 2008 - April 2008
Protiviti Risk Consulting May 2007 - August 2007
Skills
Internal Controls, Financial Audits, Auditing, Accounting, Internal Audit, Sarbanes-Oxley Act, US GAAP, Tax, GAAP, Sarbanes-Oxley, SEC filings, CPA, Oil/Gas, Financial Reporting, General Ledger, Financial Accounting, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BSBA, Accounting
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Jim Haefner's Hein & Associates LLP Experience December 1995 - October 1999
Job Risk Management Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage January 2001 - Present
Solutia October 1999 - January 2001
Hein + Associates LLP December 1995 - October 1999
Walmart July 1993 - December 1995
Skills
Risk Management, Financial Risk, Process Improvement, Forecasting, Financial Analysis, Financial Reporting
Education
Southern Illinois University, Carbondale 1987 — 1991
Bachelor of Science (B.S.), Accounting, 3.2
Southern Illinois University, Carbondale 1987 — 1991
Bachelor's degree, Accounting, 3.2
Wells Fargo Home Mortgage January 2001 - Present
Solutia October 1999 - January 2001
Hein + Associates LLP December 1995 - October 1999
Walmart July 1993 - December 1995
Skills
Risk Management, Financial Risk, Process Improvement, Forecasting, Financial Analysis, Financial Reporting
Education
Southern Illinois University, Carbondale 1987 — 1991
Bachelor of Science (B.S.), Accounting, 3.2
Southern Illinois University, Carbondale 1987 — 1991
Bachelor's degree, Accounting, 3.2
Aide Apodaca's Hein & Associates LLP Experience 2003 - Present
Job Audit Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates LLP 2003 - Present
Lane Gorman Trubitt PLLC 2001 - 2003
Skills
GAAP, CPA
Education
The University of Texas at El Paso 1990 — 1995
BBA, Accounting
Hein & Associates LLP 2003 - Present
Lane Gorman Trubitt PLLC 2001 - 2003
Skills
GAAP, CPA
Education
The University of Texas at El Paso 1990 — 1995
BBA, Accounting
Karla Sterken's Hein & Associates LLP Experience 1998 - 1999
Job Integration Manager at Gulfmark Offshore
Industry Oil & Energy
Experience
Gulfmark Offshore 2008 - Present
Enterlogix Corporation 2001 - 2008
ePartners 1999 - 2000
Hein & Associates, LLP 1998 - 1999
Marco Business Products 1996 - 1998
Skills
Business Process..., Business Process..., Business Solutions..., ERP Implementations, SAP, Consulting, Strategic Planning, Problem Solving, Project Planning, Project Management, Requirements Analysis, Requirements Gathering, Business Requirements, Change Management, Management Consulting, SOX Compliancy, Sarbanes-Oxley Act, Financial Accounting, Financial Technology, Software Implementation..., End User Training, Presentations, Strategic Communications, Data Migration, SAP R/3, Business Analysis, ERP, Process Improvement, Financial Reporting, Management, IT Management, SAP Implementation, SAP ERP
Education
Minnesota State University, Moorhead 1991 — 1995
Bachelor of Science (B.S.), Accounting and Finance, Graduated With Honors
Gulfmark Offshore 2008 - Present
Enterlogix Corporation 2001 - 2008
ePartners 1999 - 2000
Hein & Associates, LLP 1998 - 1999
Marco Business Products 1996 - 1998
Skills
Business Process..., Business Process..., Business Solutions..., ERP Implementations, SAP, Consulting, Strategic Planning, Problem Solving, Project Planning, Project Management, Requirements Analysis, Requirements Gathering, Business Requirements, Change Management, Management Consulting, SOX Compliancy, Sarbanes-Oxley Act, Financial Accounting, Financial Technology, Software Implementation..., End User Training, Presentations, Strategic Communications, Data Migration, SAP R/3, Business Analysis, ERP, Process Improvement, Financial Reporting, Management, IT Management, SAP Implementation, SAP ERP
Education
Minnesota State University, Moorhead 1991 — 1995
Bachelor of Science (B.S.), Accounting and Finance, Graduated With Honors
Sharon Burdick's Hein & Associates LLP Experience January 1995 - October 1998
Job CPA
Industry Accounting
Experience
Atmos Energy Marketing, LLC March 1999 - March 2009
Hein + Associates, LLP January 1995 - October 1998
American General Corporation September 1991 - November 1994
Arthur Andersen August 1990 - August 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook
Education
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1990
Master's degree, Accounting
Atmos Energy Marketing, LLC March 1999 - March 2009
Hein + Associates, LLP January 1995 - October 1998
American General Corporation September 1991 - November 1994
Arthur Andersen August 1990 - August 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook
Education
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1990
Master's degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY