KBA Group LLP
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KBA Group LLP Employees
Employee
Years
Job
Industry
Bobby Baggett Bobby Baggett's KBA Group LLP Experience March 2002 - October 2007
Job CFO, Primexx Energy Partners
Industry Oil & Energy
Experience
Primexx Energy Partners, Ltd May 2013 - Present
JonesBaggett LLP January 2009 - May 2013
Valeo Capital LLC 2006 - 2013
KBA Group LLP March 2002 - October 2007
Skills
Due Diligence, Tax, Income Tax, Assurance, Partnership Taxation, Financial Reporting, Revenue Recognition, Corporate Tax, CPA, Accounting, Tax Accounting, Tax Research, Forensic Accounting, Auditing, Private Equity, Financial Accounting, Tax Preparation
Education
Texas Tech University 1976 — 1979
BBA, Accounting
Primexx Energy Partners, Ltd May 2013 - Present
JonesBaggett LLP January 2009 - May 2013
Valeo Capital LLC 2006 - 2013
KBA Group LLP March 2002 - October 2007
Skills
Due Diligence, Tax, Income Tax, Assurance, Partnership Taxation, Financial Reporting, Revenue Recognition, Corporate Tax, CPA, Accounting, Tax Accounting, Tax Research, Forensic Accounting, Auditing, Private Equity, Financial Accounting, Tax Preparation
Education
Texas Tech University 1976 — 1979
BBA, Accounting
Jeremi Warner Jeremi Warner's KBA Group LLP Experience 2005 - 2008
Job Financial Compliance Manager at Energy Future Holdings
Industry Utilities
Experience
Energy Future Holdings July 2012 - Present
Luminant November 2011 - July 2012
Energy Future Holdings April 2008 - November 2011
KBA Group LLP 2005 - 2008
Education
Southern Methodist University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Energy Future Holdings July 2012 - Present
Luminant November 2011 - July 2012
Energy Future Holdings April 2008 - November 2011
KBA Group LLP 2005 - 2008
Education
Southern Methodist University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Shellie Kerr Shellie Kerr's KBA Group LLP Experience January 2006 - November 2008
Job Business Education Teacher at Gainesville High School
Industry Accounting
Experience
Puritan Financial Companies, Inc. February 2015 - April 2015
CHRISTUS Health Corporate September 2013 - January 2015
Cloud Roofing, Inc November 2008 - September 2013
KBA Group LLP January 2006 - November 2008
Hisle and Company, Certified Public Accountants and Consultants January 2005 - December 2005
EnviroClean Management Service, Inc June 2001 - December 2004
Ernst & Young October 1999 - May 2001
Skills
Accounting, Financial Accounting, GAAP, Internal Controls, Financial Reporting, QuickBooks, Financial Statements, Corporate Tax, Tax Preparation, Tax, General Ledger, Auditing, Financial Analysis, Tax Accounting, US GAAP
Education
University of North Texas
Bachelor of Business Administration, Accounting
Puritan Financial Companies, Inc. February 2015 - April 2015
CHRISTUS Health Corporate September 2013 - January 2015
Cloud Roofing, Inc November 2008 - September 2013
KBA Group LLP January 2006 - November 2008
Hisle and Company, Certified Public Accountants and Consultants January 2005 - December 2005
EnviroClean Management Service, Inc June 2001 - December 2004
Ernst & Young October 1999 - May 2001
Skills
Accounting, Financial Accounting, GAAP, Internal Controls, Financial Reporting, QuickBooks, Financial Statements, Corporate Tax, Tax Preparation, Tax, General Ledger, Auditing, Financial Analysis, Tax Accounting, US GAAP
Education
University of North Texas
Bachelor of Business Administration, Accounting
C. Colby Horn, CPA C. Colby Horn, CPA's KBA Group LLP Experience January 2007 - April 2009
Job Audit Senior Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2010 - Present
TS - Davis Clark and Company June 2009 - January 2010
KBA Group LLP January 2007 - April 2009
Skills
GAAP, Internal Controls, Financial Reporting, SEC filings, Financial Audits, Merger and Acquisition..., Derivative Accounting, Derivatives, Accounting, Cash Flow, General Ledger, Auditing, Due Diligence, Financial Statements, Financial Analysis, Internal Audit, Variance Analysis, Payroll, Consolidation, Assurance, US GAAP, Sarbanes-Oxley, Mergers & Acquisitions, Revenue Recognition
Education
University of North Texas 2005 — 2007
BS, Accounting
Angelo State University
Angelo State University
Montgomery Coscia Greilich LLP January 2010 - Present
TS - Davis Clark and Company June 2009 - January 2010
KBA Group LLP January 2007 - April 2009
Skills
GAAP, Internal Controls, Financial Reporting, SEC filings, Financial Audits, Merger and Acquisition..., Derivative Accounting, Derivatives, Accounting, Cash Flow, General Ledger, Auditing, Due Diligence, Financial Statements, Financial Analysis, Internal Audit, Variance Analysis, Payroll, Consolidation, Assurance, US GAAP, Sarbanes-Oxley, Mergers & Acquisitions, Revenue Recognition
Education
University of North Texas 2005 — 2007
BS, Accounting
Angelo State University
Angelo State University
Pranav Vakil Pranav Vakil's KBA Group LLP Experience December 2003 - March 2006
Job Director of Revenue Recognition at TMW Systems (a Trimble Navigation Transport & Logistics Software Company)
Industry Computer Software
Experience
TMW Systems (a Trimble Navigation Transportation & Logistics Software Company) November 2013 - Present
Trintech February 2010 - October 2013
Trintech April 2006 - January 2010
KBA Group LLP December 2003 - March 2006
Weaver and Tidwell 2001 - 2003
Skills
XBRL, SEC filings, Financial Reporting, US GAAP, Cash Management, Accounting, Revenue Recognition, CPA, Tax, Finance, External Audit, Financial Statements, IFRS, GAAP, Auditing, Sarbanes-Oxley Act, SEC Filings, SaaS
Education
American Institute of Certified Public Accountants
CPA, CA
Gujarat University
TMW Systems (a Trimble Navigation Transportation & Logistics Software Company) November 2013 - Present
Trintech February 2010 - October 2013
Trintech April 2006 - January 2010
KBA Group LLP December 2003 - March 2006
Weaver and Tidwell 2001 - 2003
Skills
XBRL, SEC filings, Financial Reporting, US GAAP, Cash Management, Accounting, Revenue Recognition, CPA, Tax, Finance, External Audit, Financial Statements, IFRS, GAAP, Auditing, Sarbanes-Oxley Act, SEC Filings, SaaS
Education
American Institute of Certified Public Accountants
CPA, CA
Gujarat University
Kirk Kelley's KBA Group LLP Experience September 2007 - April 2009
Job Associate Partner Accounting & Finance at SNI Financial
Industry Staffing and Recruiting
Experience
SNI Financial (formerly Q&A Recruiting) July 2010 - Present
PhyServe Inc June 2009 - June 2010
KBA Group LLP September 2007 - April 2009
Skills
Financial Reporting, Excel, Financial Analysis, Audit, SOX, Compliance, Forecasting, Word, Budgeting, General Ledger, Financial Accounting, Internal Audit, Process Improvement, Customer Relations, Microsoft Office, Payroll, Financial Planning, Access, Auditing, Quickbooks, Data Analysis, Internal Controls, Negotiation, PowerPoint, Accounting, Financial Modeling, Due Diligence, GAAP, QuickBooks, Sarbanes-Oxley Act, Financial Statements, Budgets, Account Reconciliation, Strategic Financial..., Finance, Microsoft Excel, Interviews, SEC filings, Recruiting, Variance Analysis, Time Management, Cost Accounting, Hiring, SEC Filings
Education
University of North Texas 2003 — 2007
Bachelors, Accounting
SNI Financial (formerly Q&A Recruiting) July 2010 - Present
PhyServe Inc June 2009 - June 2010
KBA Group LLP September 2007 - April 2009
Skills
Financial Reporting, Excel, Financial Analysis, Audit, SOX, Compliance, Forecasting, Word, Budgeting, General Ledger, Financial Accounting, Internal Audit, Process Improvement, Customer Relations, Microsoft Office, Payroll, Financial Planning, Access, Auditing, Quickbooks, Data Analysis, Internal Controls, Negotiation, PowerPoint, Accounting, Financial Modeling, Due Diligence, GAAP, QuickBooks, Sarbanes-Oxley Act, Financial Statements, Budgets, Account Reconciliation, Strategic Financial..., Finance, Microsoft Excel, Interviews, SEC filings, Recruiting, Variance Analysis, Time Management, Cost Accounting, Hiring, SEC Filings
Education
University of North Texas 2003 — 2007
Bachelors, Accounting
Rod Abbott Rod Abbott's KBA Group LLP Experience September 2007 - September 2009
Job Audit Partner at LaFollett and Company, PLLC
Industry Accounting
Experience
LaFollett and Abbott, PLLC September 2010 - Present
BKD, LLP 2008 - 2010
KBA Group LLP September 2007 - September 2009
Gregg and Company, CPAs February 1999 - August 2007
Skills
Healthcare, Audit, Internal Controls, Financial Reporting, Compliance, Non-profits, Assurance, Auditing, SEC filings, Nonprofits, CPA
Education
Texas A&M University-Commerce
Bachelor's of Professional Accountancy
LaFollett and Abbott, PLLC September 2010 - Present
BKD, LLP 2008 - 2010
KBA Group LLP September 2007 - September 2009
Gregg and Company, CPAs February 1999 - August 2007
Skills
Healthcare, Audit, Internal Controls, Financial Reporting, Compliance, Non-profits, Assurance, Auditing, SEC filings, Nonprofits, CPA
Education
Texas A&M University-Commerce
Bachelor's of Professional Accountancy
John Pierce CPA, CIA John Pierce CPA, CIA's KBA Group LLP Experience November 2004 - July 2005
Job Sr. Manager Internal Audit at KBR
Industry Oil & Energy
Experience
KBR December 2010 - Present
Fluor February 2008 - December 2010
Blockbuster July 2005 - February 2008
KBA Group LLP November 2004 - July 2005
Belo December 2000 - November 2004
Paging Network March 1999 - December 2000
KPMG October 1997 - March 1999
ManagedComp 1995 - 1997
Equifax Commercial 1990 - 1994
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Sarbanes-Oxley, Accounting, Risk Management, Financial Audits, Account Reconciliation, External Audit, Financial Risk, CPA, Corporate Governance, Risk Assessment, Management, Cost Accounting, Payroll, US GAAP, Financial Reporting, Revenue Recognition, Finance, Procurement, Project Planning, Enterprise Risk..., Financial Analysis, Contract Management, Financial Accounting, IT Audit, IFRS, Variance Analysis, Managerial Finance, Due Diligence, Assurance, SAP, Business Process..., Subcontracting, Project Control, Foreign Corrupt..., PwC TeamMate, Recruiting, Project Controls, Ethics and Compliance..., Cash Flow, Procurement Cards, Government Compliance, International Business, EPCM, EPC, Forecasting, Team Management, Auditing
Education
The University of Texas at Dallas - School of Management 1990 — 1993
MS, Accounting
University of Nevada-Las Vegas - College of Business 1980 — 1986
BS, Business Administration
Bishop Gorman 1976 — 1980
High School diploma, Science
KBR December 2010 - Present
Fluor February 2008 - December 2010
Blockbuster July 2005 - February 2008
KBA Group LLP November 2004 - July 2005
Belo December 2000 - November 2004
Paging Network March 1999 - December 2000
KPMG October 1997 - March 1999
ManagedComp 1995 - 1997
Equifax Commercial 1990 - 1994
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Sarbanes-Oxley, Accounting, Risk Management, Financial Audits, Account Reconciliation, External Audit, Financial Risk, CPA, Corporate Governance, Risk Assessment, Management, Cost Accounting, Payroll, US GAAP, Financial Reporting, Revenue Recognition, Finance, Procurement, Project Planning, Enterprise Risk..., Financial Analysis, Contract Management, Financial Accounting, IT Audit, IFRS, Variance Analysis, Managerial Finance, Due Diligence, Assurance, SAP, Business Process..., Subcontracting, Project Control, Foreign Corrupt..., PwC TeamMate, Recruiting, Project Controls, Ethics and Compliance..., Cash Flow, Procurement Cards, Government Compliance, International Business, EPCM, EPC, Forecasting, Team Management, Auditing
Education
The University of Texas at Dallas - School of Management 1990 — 1993
MS, Accounting
University of Nevada-Las Vegas - College of Business 1980 — 1986
BS, Business Administration
Bishop Gorman 1976 — 1980
High School diploma, Science
Dennis Tapp Dennis Tapp's KBA Group LLP Experience August 1998 - June 2009
Job Tax Manager at AFairchild PC
Industry Accounting
Experience
AFairchild PC August 2014 - Present
Howard, LLP July 2013 - June 2014
Montgomery Coscia Greilich LLP June 2010 - July 2013
BKD, LLP June 2009 - May 2010
KBA Group LLP August 1998 - June 2009
Skills
CCH ProSystem fx, GoSystems, Partnership Taxation, FASB, Income Tax, Assurance, External Audit, Financial Statements, General Ledger, Revenue Recognition, Sales Tax, Internal Controls, Sarbanes-Oxley Act, ProSystem fx Tax, Accounting, Financial Reporting, Tax
Education
Oklahoma Panhandle State University 1995 — 1996
Bachelor of Business Administration (BBA), Accounting
AFairchild PC August 2014 - Present
Howard, LLP July 2013 - June 2014
Montgomery Coscia Greilich LLP June 2010 - July 2013
BKD, LLP June 2009 - May 2010
KBA Group LLP August 1998 - June 2009
Skills
CCH ProSystem fx, GoSystems, Partnership Taxation, FASB, Income Tax, Assurance, External Audit, Financial Statements, General Ledger, Revenue Recognition, Sales Tax, Internal Controls, Sarbanes-Oxley Act, ProSystem fx Tax, Accounting, Financial Reporting, Tax
Education
Oklahoma Panhandle State University 1995 — 1996
Bachelor of Business Administration (BBA), Accounting
Kwame Muhammad Kwame Muhammad's KBA Group LLP Experience June 1999 - December 2001
Job Principal Creative Director at Innovation Works
Industry Marketing and Advertising
Experience
The Donna Karan Company, LLC. June 2012 - Present
Burberry November 2010 - Present
David Yurman February 2010 - Present
Fendi April 2007 - Present
West Elm October 2009 - October 2011
Restoration Hardware September 2005 - September 2009
H &M June 2003 - October 2005
4W Circle January 2001 - January 2002
KBA Group LLP June 1999 - December 2001
KBA Marketing Group January 1999 - January 2001
Skills
Merchandising, Styling, Fashion, Visual Merchandising, Apparel, Luxury Goods, Window Displays, Trend Analysis, Retail, Fashion Design, Textiles, Fashion Shows, Creative Direction, Trend Forecasting, Illustrator, Interior Design, Store Management, Social Media Marketing, Retail Sales, Marketing, Management, Sales, Event Management, Marketing Strategy, Brand Development, Trend, Product Development, Fashion Buying, Art Direction, Department Stores, Wholesale, Fashion Illustration, Merchandise Planning, Personal Shopping, Photo Shoots, Retail Design
Education
Illinois Institute of Art 1996 — 1998
BFA, Fine Arts
Illinois Institute of Art 1996 — 1998
Fine Arts; BFA, Multimedia Communication
Loyola University 1994 — 1996
Associates Degree, Accounting and Business/Management
The Donna Karan Company, LLC. June 2012 - Present
Burberry November 2010 - Present
David Yurman February 2010 - Present
Fendi April 2007 - Present
West Elm October 2009 - October 2011
Restoration Hardware September 2005 - September 2009
H &M June 2003 - October 2005
4W Circle January 2001 - January 2002
KBA Group LLP June 1999 - December 2001
KBA Marketing Group January 1999 - January 2001
Skills
Merchandising, Styling, Fashion, Visual Merchandising, Apparel, Luxury Goods, Window Displays, Trend Analysis, Retail, Fashion Design, Textiles, Fashion Shows, Creative Direction, Trend Forecasting, Illustrator, Interior Design, Store Management, Social Media Marketing, Retail Sales, Marketing, Management, Sales, Event Management, Marketing Strategy, Brand Development, Trend, Product Development, Fashion Buying, Art Direction, Department Stores, Wholesale, Fashion Illustration, Merchandise Planning, Personal Shopping, Photo Shoots, Retail Design
Education
Illinois Institute of Art 1996 — 1998
BFA, Fine Arts
Illinois Institute of Art 1996 — 1998
Fine Arts; BFA, Multimedia Communication
Loyola University 1994 — 1996
Associates Degree, Accounting and Business/Management
Victor Flores-Ocana Victor Flores-Ocana's KBA Group LLP Experience 2005 - 2008
Job Accountant/Auditor
Industry Accounting
Experience
Independent Consulting July 2009 - Present
Hartman Leito & Bolt LLP October 2008 - July 2009
KBA Group LLP 2005 - 2008
Davis Clark and Co. September 2001 - September 2005
Education
Universidad Autónoma de San Luis Potosí 1990 — 1995
Bachelor, Accounting
Independent Consulting July 2009 - Present
Hartman Leito & Bolt LLP October 2008 - July 2009
KBA Group LLP 2005 - 2008
Davis Clark and Co. September 2001 - September 2005
Education
Universidad Autónoma de San Luis Potosí 1990 — 1995
Bachelor, Accounting
Sameer Bhatia Sameer Bhatia's KBA Group LLP Experience January 2007 - September 2009
Job Partner at BW Group, Inc.
Industry Accounting
Experience
BW Group, Inc. May 2010 - Present
BKD, LLP September 2009 - May 2010
KBA Group LLP January 2007 - September 2009
Skills
Tax, GAAP, Income Tax, Accounting, Financial Accounting, General Ledger, Partnership Taxation, Corporate Tax, QuickBooks, Tax Research, Financial Analysis, US GAAP, Tax Preparation, Tax Accounting, CPA
Education
Texas Tech University 2001 — 2006
MSA, Accounting and Finance
Texas Tech University 2001 — 2006
MS, Tax Accounting
BW Group, Inc. May 2010 - Present
BKD, LLP September 2009 - May 2010
KBA Group LLP January 2007 - September 2009
Skills
Tax, GAAP, Income Tax, Accounting, Financial Accounting, General Ledger, Partnership Taxation, Corporate Tax, QuickBooks, Tax Research, Financial Analysis, US GAAP, Tax Preparation, Tax Accounting, CPA
Education
Texas Tech University 2001 — 2006
MSA, Accounting and Finance
Texas Tech University 2001 — 2006
MS, Tax Accounting
Sherrelle Evans-Jones Sherrelle Evans-Jones's KBA Group LLP Experience July 2007 - October 2008
Job Chief Financial Officer at Woodall Rodgers Park Foundation
Industry Accounting
Experience
The Woodall Rodgers Park Foundation September 2013 - Present
Texas Food Bank Network August 2010 - September 2013
St. Philip's School and Community Center July 2005 - September 2013
Lori K. Orta, PC February 2010 - June 2010
USPI October 2008 - October 2009
KBA Group LLP July 2007 - October 2008
NABA 2007 - 2008
Ernst & Young September 1998 - July 2007
Skills
Financial Analysis, Auditing, Accounting, Internal Controls, GAAP, Corporate Finance, Finance, Financial Statements, Sarbanes-Oxley Act, Management, Financial Reporting, Nonprofits
Education
Dillard University 1994 — 1998
BS, Accounting
The Woodall Rodgers Park Foundation September 2013 - Present
Texas Food Bank Network August 2010 - September 2013
St. Philip's School and Community Center July 2005 - September 2013
Lori K. Orta, PC February 2010 - June 2010
USPI October 2008 - October 2009
KBA Group LLP July 2007 - October 2008
NABA 2007 - 2008
Ernst & Young September 1998 - July 2007
Skills
Financial Analysis, Auditing, Accounting, Internal Controls, GAAP, Corporate Finance, Finance, Financial Statements, Sarbanes-Oxley Act, Management, Financial Reporting, Nonprofits
Education
Dillard University 1994 — 1998
BS, Accounting
Jon Gwynn Jon Gwynn's KBA Group LLP Experience March 2002 - October 2003
Job Manager at Kaufman Rossin Fund Services
Industry Accounting
Experience
Kaufman Rossin Fund Services November 2013 - Present
PriceKubecka, PLLC January 2012 - November 2013
Whitley Penn November 2003 - December 2011
KBA Group LLP March 2002 - October 2003
Arthur Andersen September 2000 - February 2002
Skills
Auditing, Due Diligence, GAAP, SEC filings, Accounting, Audits of Employee..., Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Public Companies, Financial Accounting, Business Development, Manufacturing, Energy, Construction, Financial Analysis, New Business Development, Fund Administration, Private Equity, Real Estate Private..., Oilfield Services, Oil, Audit, SOX, SEC reporting, Oil&Gas, CPA, Finance
Education
University of Alabama 1999 — 2000
Master, Accountancy
University of Alabama 1995 — 1999
B.S., Accountancy
Kaufman Rossin Fund Services November 2013 - Present
PriceKubecka, PLLC January 2012 - November 2013
Whitley Penn November 2003 - December 2011
KBA Group LLP March 2002 - October 2003
Arthur Andersen September 2000 - February 2002
Skills
Auditing, Due Diligence, GAAP, SEC filings, Accounting, Audits of Employee..., Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Public Companies, Financial Accounting, Business Development, Manufacturing, Energy, Construction, Financial Analysis, New Business Development, Fund Administration, Private Equity, Real Estate Private..., Oilfield Services, Oil, Audit, SOX, SEC reporting, Oil&Gas, CPA, Finance
Education
University of Alabama 1999 — 2000
Master, Accountancy
University of Alabama 1995 — 1999
B.S., Accountancy
Aimee Jones Glass Aimee Jones Glass's KBA Group LLP Experience December 2006 - May 2009
Job Owner, Marketing Strategist at Jones Glass Marketing, LLC
Industry Marketing and Advertising
Experience
Jones Glass Marketing, LLC September 2009 - Present
KBA Group LLP December 2006 - May 2009
Lane Gorman Trubitt, L.L.P. September 2004 - September 2006
Weaver (Weaver and Tidwell, L.L.P.) December 1997 - April 2004
Ernst & Young 1994 - 1997
Skills
Advertising, Email Marketing, Marketing Strategy, Advertising Management, Branding & Identity, Brochure Production, Business Writing, Collateral Materials..., Budgets, Company Newsletters, Copywriting, Corporate Branding, Corporate Communications, Corporate Websites, CRM, Database Administration, Development Of..., Direct Mail, Internal Communications, Lead Generation, Logo Design, Marketing, Marketing Communications, Marketing Management, Media Relations, Multi-media Marketing..., Niche Marketing, Print Management, Proposal Generation, Prospect Research, Public Relations, Social Media, Website Development, Writing, B2B Marketing, Direct Marketing, Integrated Marketing, Brand Management, New Business Development, Online Marketing, Legal Marketing, B2B, Mobile Marketing, Brand Development, Marketing Research, Digital Marketing, Digital Strategy, Strategic Partnerships, Social Media Marketing, Content Strategy
Education
Texas Christian University
BBA, Marketing
Trinity Valley School
Jones Glass Marketing, LLC September 2009 - Present
KBA Group LLP December 2006 - May 2009
Lane Gorman Trubitt, L.L.P. September 2004 - September 2006
Weaver (Weaver and Tidwell, L.L.P.) December 1997 - April 2004
Ernst & Young 1994 - 1997
Skills
Advertising, Email Marketing, Marketing Strategy, Advertising Management, Branding & Identity, Brochure Production, Business Writing, Collateral Materials..., Budgets, Company Newsletters, Copywriting, Corporate Branding, Corporate Communications, Corporate Websites, CRM, Database Administration, Development Of..., Direct Mail, Internal Communications, Lead Generation, Logo Design, Marketing, Marketing Communications, Marketing Management, Media Relations, Multi-media Marketing..., Niche Marketing, Print Management, Proposal Generation, Prospect Research, Public Relations, Social Media, Website Development, Writing, B2B Marketing, Direct Marketing, Integrated Marketing, Brand Management, New Business Development, Online Marketing, Legal Marketing, B2B, Mobile Marketing, Brand Development, Marketing Research, Digital Marketing, Digital Strategy, Strategic Partnerships, Social Media Marketing, Content Strategy
Education
Texas Christian University
BBA, Marketing
Trinity Valley School
Stephanie Lew, CPA Stephanie Lew, CPA's KBA Group LLP Experience January 2007 - May 2009
Job Tax Manager Americas Exempt Organizations at EY
Industry Accounting
Experience
EY September 2013 - Present
BKD CPAs & Advisors December 2011 - July 2013
Grant Thornton LLP 2010 - December 2011
BKD CPAs & Advisors June 2009 - April 2010
KBA Group LLP January 2007 - May 2009
Skills
Corporate Tax, Partnership Taxation, GoSystems, OneSource, Not for Profit, Tax, Income Tax, Accounting, ProSystem fx Tax, Tax Returns, Tax Research, GAAP, US Tax, Tax Accounting, Tax Preparation, CPA, US GAAP
Education
The University of Texas at Dallas
Masters of Science in Accounting, Tax Concentration
The University of Texas Medical Branch at Galveston
Doctor of Medicine, Obstetrics/Gynecology
EY September 2013 - Present
BKD CPAs & Advisors December 2011 - July 2013
Grant Thornton LLP 2010 - December 2011
BKD CPAs & Advisors June 2009 - April 2010
KBA Group LLP January 2007 - May 2009
Skills
Corporate Tax, Partnership Taxation, GoSystems, OneSource, Not for Profit, Tax, Income Tax, Accounting, ProSystem fx Tax, Tax Returns, Tax Research, GAAP, US Tax, Tax Accounting, Tax Preparation, CPA, US GAAP
Education
The University of Texas at Dallas
Masters of Science in Accounting, Tax Concentration
The University of Texas Medical Branch at Galveston
Doctor of Medicine, Obstetrics/Gynecology
Christian Ross Christian Ross's KBA Group LLP Experience July 2005 - March 2007
Job Digital Product Manager & Marketer
Industry Marketing and Advertising
Experience
Tunica National Golf Academy November 2014 - Present
American Express January 2014 - November 2014
Weight Watchers September 2011 - January 2014
Educational Services Exchange with China July 2007 - August 2009
KBA Group, LLP July 2005 - March 2007
Ernst & Young September 2004 - March 2005
Skills
Data Analysis, Market Research, English, Marketing, Microsoft Office, Strategic Planning, Marketing Communications, Analysis, Product Management, Business Planning, Product Development, Management, Public Speaking, Marketing Strategy, Analytics, Strategy
Education
Columbia University 2010 — 2011
MA, Teaching English to Speakers of Other Languages, GPA: A+
University of Mississippi 2000 — 2004
BS, Computer Science, GPA: 4.0
Tunica National Golf Academy November 2014 - Present
American Express January 2014 - November 2014
Weight Watchers September 2011 - January 2014
Educational Services Exchange with China July 2007 - August 2009
KBA Group, LLP July 2005 - March 2007
Ernst & Young September 2004 - March 2005
Skills
Data Analysis, Market Research, English, Marketing, Microsoft Office, Strategic Planning, Marketing Communications, Analysis, Product Management, Business Planning, Product Development, Management, Public Speaking, Marketing Strategy, Analytics, Strategy
Education
Columbia University 2010 — 2011
MA, Teaching English to Speakers of Other Languages, GPA: A+
University of Mississippi 2000 — 2004
BS, Computer Science, GPA: 4.0
Stacey Valiga Stacey Valiga's KBA Group LLP Experience August 2004 - May 2009
Job Senior Manager Accounting and Financial Planning at Bottle Rocket
Industry Accounting
Experience
Bottle Rocket May 2014 - Present
JonesBaggett LLP October 2011 - May 2014
BKD, LLP June 2009 - October 2011
KBA Group LLP August 2004 - May 2009
UHY Advisors 2002 - 2004
Arthur Andersen September 2001 - May 2002
Skills
Assurance, Audits of Employee..., Internal Controls, Oil & Gas Industry, Oil & Gas Exploration, Oil & Gas Accounting, Financial Reporting, US GAAP, Financial Institutions, Revenue Recognition, Accounting, Auditing, Financial Accounting, CPA, GAAP, Mergers & Acquisitions, Microsoft Excel, QuickBooks, Risk Assessment, Tax Accounting
Education
Stephen F. Austin State University 1996 — 2001
MPA, Accounting
Bottle Rocket May 2014 - Present
JonesBaggett LLP October 2011 - May 2014
BKD, LLP June 2009 - October 2011
KBA Group LLP August 2004 - May 2009
UHY Advisors 2002 - 2004
Arthur Andersen September 2001 - May 2002
Skills
Assurance, Audits of Employee..., Internal Controls, Oil & Gas Industry, Oil & Gas Exploration, Oil & Gas Accounting, Financial Reporting, US GAAP, Financial Institutions, Revenue Recognition, Accounting, Auditing, Financial Accounting, CPA, GAAP, Mergers & Acquisitions, Microsoft Excel, QuickBooks, Risk Assessment, Tax Accounting
Education
Stephen F. Austin State University 1996 — 2001
MPA, Accounting
Jennifer Robbins Jennifer Robbins's KBA Group LLP Experience June 2008 - August 2008
Job I handle all things content (strategy, creation, editing, and management) for small businesses & entrepreneurs.
Industry Writing and Editing
Experience
J Bryant Creative June 2011 - Present
Proformative January 2012 - Present
Montgomery Coscia Greilich LLP July 2010 - May 2011
BKD, LLP July 2009 - July 2010
Allstate August 2008 - May 2009
Windmill, Student Journal August 2008 - May 2009
World Literature Today August 2008 - December 2008
KBA Group LLP June 2008 - August 2008
Grant Thornton LLP January 2008 - March 2008
Skills
Writing, Editing, Proofreading, Newsletters, Copy Editing, Blogging, Microsoft Word, Social Media, Accounting, Financial Accounting, Invoicing, Spreadsheets, Tax Accounting, Tax Preparation, Word, Freelance Writing, Resume Writing, Text Editing, Press Releases, Corporate Blogging, Wordpress, Twitter, Facebook, Tumblr, Customer Engagement, Tax, WordPress
Education
University of Oklahoma 2004 — 2009
Bachelor of Business Administration, Accounting
J Bryant Creative June 2011 - Present
Proformative January 2012 - Present
Montgomery Coscia Greilich LLP July 2010 - May 2011
BKD, LLP July 2009 - July 2010
Allstate August 2008 - May 2009
Windmill, Student Journal August 2008 - May 2009
World Literature Today August 2008 - December 2008
KBA Group LLP June 2008 - August 2008
Grant Thornton LLP January 2008 - March 2008
Skills
Writing, Editing, Proofreading, Newsletters, Copy Editing, Blogging, Microsoft Word, Social Media, Accounting, Financial Accounting, Invoicing, Spreadsheets, Tax Accounting, Tax Preparation, Word, Freelance Writing, Resume Writing, Text Editing, Press Releases, Corporate Blogging, Wordpress, Twitter, Facebook, Tumblr, Customer Engagement, Tax, WordPress
Education
University of Oklahoma 2004 — 2009
Bachelor of Business Administration, Accounting
Justin Sadler CPA Justin Sadler CPA's KBA Group LLP Experience June 2004 - November 2004
Job Owner of Justin M. Sadler, CPA PLLC
Industry Accounting
Experience
Justin M. Sadler, CPA PLLC November 2010 - Present
Hanner & Associates December 2004 - December 2010
KBA Group LLP June 2004 - November 2004
Skills
Adoption, Accounting, QuickBooks, GAAP, Income Tax, Financial Reporting, General Ledger, Internal Controls, US GAAP, Tax, Tax Preparation, Accounting for Small..., Small Business Tax, Business Tax Planning, Personal Tax Planning, Trust Taxation, Partnership Taxation, Multi-state tax returns, Tax Research, Forensic Accounting, Bookkeeping, CPA, Auditing, Corporate Tax, Payroll, Lacerte, Sales Tax, Tax Accounting, Financial Accounting, S Corporations, Financial Statements
Education
Oklahoma Christian University 2003 — 2004
BBA, Accounting
Harding University 1999 — 2003
Accounting
Justin M. Sadler, CPA PLLC November 2010 - Present
Hanner & Associates December 2004 - December 2010
KBA Group LLP June 2004 - November 2004
Skills
Adoption, Accounting, QuickBooks, GAAP, Income Tax, Financial Reporting, General Ledger, Internal Controls, US GAAP, Tax, Tax Preparation, Accounting for Small..., Small Business Tax, Business Tax Planning, Personal Tax Planning, Trust Taxation, Partnership Taxation, Multi-state tax returns, Tax Research, Forensic Accounting, Bookkeeping, CPA, Auditing, Corporate Tax, Payroll, Lacerte, Sales Tax, Tax Accounting, Financial Accounting, S Corporations, Financial Statements
Education
Oklahoma Christian University 2003 — 2004
BBA, Accounting
Harding University 1999 — 2003
Accounting
Timothy Pike, CPA, CFE Timothy Pike, CPA, CFE's KBA Group LLP Experience May 2000 - November 2003
Job Senior Audit Manager at Howard, LLP
Industry Accounting
Experience
Howard, LLP January 2005 - Present
University of Texas at Dallas May 2015 - August 2015
Texas Woman's University January 2012 - December 2012
Grant Thornton November 2003 - January 2005
KBA Group LLP May 2000 - November 2003
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Accounting, Internal Controls, QuickBooks, SEC filings, Sarbanes-Oxley Act, US GAAP, Internal Audit, Financial Analysis, General Ledger, Mergers & Acquisitions, Assurance, CPA, Leadership, Financial Statements, Finance, External Audit, SEC Filings
Education
The University of Texas at Dallas 2002 — 2004
Master's of Accounting and Information Management, Accounting
Texas Woman's University 1995 — 2000
BBA, Accounting
Howard, LLP January 2005 - Present
University of Texas at Dallas May 2015 - August 2015
Texas Woman's University January 2012 - December 2012
Grant Thornton November 2003 - January 2005
KBA Group LLP May 2000 - November 2003
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Accounting, Internal Controls, QuickBooks, SEC filings, Sarbanes-Oxley Act, US GAAP, Internal Audit, Financial Analysis, General Ledger, Mergers & Acquisitions, Assurance, CPA, Leadership, Financial Statements, Finance, External Audit, SEC Filings
Education
The University of Texas at Dallas 2002 — 2004
Master's of Accounting and Information Management, Accounting
Texas Woman's University 1995 — 2000
BBA, Accounting
Jenifer Seeling Jenifer Seeling's KBA Group LLP Experience 1999 - 2004
Job HR Operations/Technology
Industry Human Resources
Experience
PricewaterhouseCoopers October 2010 - Present
Michaels March 2007 - October 2010
Walt Disney World January 2005 - March 2007
Walt Disney World August 2004 - January 2005
KBA Group LLP 1999 - 2004
Etheridge Printing Company September 1998 - June 1999
Foley's Department Store July 1996 - September 1998
Simply Fashions September 1994 - July 1996
Kenneth Gordon Factory Direct October 1993 - July 1994
Service Merchandise March 1990 - October 1993
Skills
Human Resources, Project Management, Team Management, HRIS, Retail, Merchandising, Workforce Management, Recruiting, Employee Relations, Talent Management, Consulting, Onboarding, Change Management, Talent Acquisition, Organizational Design, PeopleSoft
Education
The University of Texas at Dallas 2001 — 2004
Interdisciplinary Studies, Organizational Behavior in Human Resource Management
PricewaterhouseCoopers October 2010 - Present
Michaels March 2007 - October 2010
Walt Disney World January 2005 - March 2007
Walt Disney World August 2004 - January 2005
KBA Group LLP 1999 - 2004
Etheridge Printing Company September 1998 - June 1999
Foley's Department Store July 1996 - September 1998
Simply Fashions September 1994 - July 1996
Kenneth Gordon Factory Direct October 1993 - July 1994
Service Merchandise March 1990 - October 1993
Skills
Human Resources, Project Management, Team Management, HRIS, Retail, Merchandising, Workforce Management, Recruiting, Employee Relations, Talent Management, Consulting, Onboarding, Change Management, Talent Acquisition, Organizational Design, PeopleSoft
Education
The University of Texas at Dallas 2001 — 2004
Interdisciplinary Studies, Organizational Behavior in Human Resource Management
Erica Rogers Erica Rogers's KBA Group LLP Experience August 2001 - December 2004
Job Partner at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2011 - Present
Montgomery Coscia Greilich LLP June 2005 - December 2010
Kurtz & Company PC December 2004 - May 2005
KBA Group LLP August 2001 - December 2004
Skills
Tax, Income Tax, Accounting, Corporate Tax, CPA, High Net Worth...
Education
University of North Texas 1995 — 2001
Master of Science, Accounting - Specialization in Taxation
University of North Texas 1995 — 2001
Bachelor of Science, Accounting
Denton High School 1991 — 1995
Montgomery Coscia Greilich LLP January 2011 - Present
Montgomery Coscia Greilich LLP June 2005 - December 2010
Kurtz & Company PC December 2004 - May 2005
KBA Group LLP August 2001 - December 2004
Skills
Tax, Income Tax, Accounting, Corporate Tax, CPA, High Net Worth...
Education
University of North Texas 1995 — 2001
Master of Science, Accounting - Specialization in Taxation
University of North Texas 1995 — 2001
Bachelor of Science, Accounting
Denton High School 1991 — 1995
Larry King CPA, CFE, CGMA's KBA Group LLP Experience November 1982 - May 2009
Job CFO/ VP Finance/ COO| Board Member| Outside Director| Independent Director
Industry Executive Office
Experience
Virdatint, Inc. June 2015 - Present
BKD LLP 2012 - May 2015
BKD LLP June 2009 - December 2011
KBA Group LLP November 1982 - May 2009
Skills
SEC filings, GAAP, US GAAP, Forensic Accounting, Internal Controls, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Auditing, M&A experience, Financial Accounting, M&A analysis, General Ledger, Internal Audit, M&A tax, M&A support, M&A Modeling, Budget, Corporate Tax, Budgets, CPA, Corporate Finance, Mergers & Acquisitions, Corporate Governance, Valuation, SEC Filings, Private Equity, Financial Modeling, Business Valuation
Education
Babson College
BS, Accounting
Leadership Dallas Class of 2011
Virdatint, Inc. June 2015 - Present
BKD LLP 2012 - May 2015
BKD LLP June 2009 - December 2011
KBA Group LLP November 1982 - May 2009
Skills
SEC filings, GAAP, US GAAP, Forensic Accounting, Internal Controls, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Reporting, Auditing, M&A experience, Financial Accounting, M&A analysis, General Ledger, Internal Audit, M&A tax, M&A support, M&A Modeling, Budget, Corporate Tax, Budgets, CPA, Corporate Finance, Mergers & Acquisitions, Corporate Governance, Valuation, SEC Filings, Private Equity, Financial Modeling, Business Valuation
Education
Babson College
BS, Accounting
Leadership Dallas Class of 2011
Lonnie Wachsmann Lonnie Wachsmann's KBA Group LLP Experience 2007 - 2007
Job Experienced auditor
Industry Accounting
Experience
Fox, Byrd & Co. October 2008 - March 2011
Lane Gorman Trubitt PLLC December 2007 - September 2008
KBA Group LLP 2007 - 2007
Skills
Internal Controls, CPA, Accounting, GAAP, Financial Accounting, Auditing, General Ledger, Financial Reporting, Financial Statements, Tax Preparation, QuickBooks
Education
Texas State University-San Marcos 1992 — 1994
BBA, Accounting
Fox, Byrd & Co. October 2008 - March 2011
Lane Gorman Trubitt PLLC December 2007 - September 2008
KBA Group LLP 2007 - 2007
Skills
Internal Controls, CPA, Accounting, GAAP, Financial Accounting, Auditing, General Ledger, Financial Reporting, Financial Statements, Tax Preparation, QuickBooks
Education
Texas State University-San Marcos 1992 — 1994
BBA, Accounting
Grace L. Iao, CPA Grace L. Iao, CPA's KBA Group LLP Experience January 2009 - March 2009
Job ThM Student at Dallas Theological Seminary
Industry Accounting
Experience
Dallas Theological Seminary October 2011 - Present
BKD, LLP September 2010 - October 2011
KBA Group LLP January 2009 - March 2009
Skills
Fluent in Mandarin..., GoSystems Tax, ProSystems fx Engagement, GoFileRoom, Fixed Assets CS, ProSystems fx Tax, Microsoft Office
Education
The University of Texas at Dallas 2006 — 2010
MS, Accounting
Dallas Theological Seminary October 2011 - Present
BKD, LLP September 2010 - October 2011
KBA Group LLP January 2009 - March 2009
Skills
Fluent in Mandarin..., GoSystems Tax, ProSystems fx Engagement, GoFileRoom, Fixed Assets CS, ProSystems fx Tax, Microsoft Office
Education
The University of Texas at Dallas 2006 — 2010
MS, Accounting
Neha Gupta, CPA Neha Gupta, CPA's KBA Group LLP Experience January 2008 - April 2008
Job Associate, Internal Audit at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers June 2010 - January 2013
American Red Cross of Greater Chicago February 2010 - May 2010
Dallas CPA Society September 2009 - December 2009
HM&M January 2009 - April 2009
KBA Group LLP January 2008 - April 2008
Skills
Tax, Internal Audit, CPA, Internal Controls, Financial Analysis, Sarbanes-Oxley, Auditing, Financial Accounting, US GAAP, Sarbanes-Oxley Act, GAAP, External Audit, Assurance, Accounting, SEC filings, Financial Reporting
Education
Texas State board of Public Accountancy 2012 — 2012
CPA
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2009
MS, Accounting and Information Management
Humber College 2005 — 2006
PG Diploma, Accounting
De Montfort University 1999 — 2002
BABA, Finance
PricewaterhouseCoopers June 2010 - January 2013
American Red Cross of Greater Chicago February 2010 - May 2010
Dallas CPA Society September 2009 - December 2009
HM&M January 2009 - April 2009
KBA Group LLP January 2008 - April 2008
Skills
Tax, Internal Audit, CPA, Internal Controls, Financial Analysis, Sarbanes-Oxley, Auditing, Financial Accounting, US GAAP, Sarbanes-Oxley Act, GAAP, External Audit, Assurance, Accounting, SEC filings, Financial Reporting
Education
Texas State board of Public Accountancy 2012 — 2012
CPA
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2009
MS, Accounting and Information Management
Humber College 2005 — 2006
PG Diploma, Accounting
De Montfort University 1999 — 2002
BABA, Finance
Ryan Serrato Ryan Serrato's KBA Group LLP Experience 2007 - 2007
Job MBA Candidate, Sr. Comm Ops Rep II at DCP Midstream
Industry Oil & Energy
Experience
DCP Midstream September 2013 - Present
EP Energy July 2011 - September 2013
El Paso February 2009 - July 2011
El Paso October 2007 - February 2009
KBA Group LLP 2007 - 2007
Skills
PeopleSoft, Accounting, Financial Reporting, Forecasting, Natural Gas, Oil/Gas, Energy Industry, Auditing, Analysis, Invoicing, Petroleum, Microsoft Office, Sarbanes-Oxley Act, Gas, SAP
Education
Texas Tech University 2013 — 2015
Master of Business Administration (MBA)
Texas Tech University 2003 — 2007
Bachelors, Accounting
DCP Midstream September 2013 - Present
EP Energy July 2011 - September 2013
El Paso February 2009 - July 2011
El Paso October 2007 - February 2009
KBA Group LLP 2007 - 2007
Skills
PeopleSoft, Accounting, Financial Reporting, Forecasting, Natural Gas, Oil/Gas, Energy Industry, Auditing, Analysis, Invoicing, Petroleum, Microsoft Office, Sarbanes-Oxley Act, Gas, SAP
Education
Texas Tech University 2013 — 2015
Master of Business Administration (MBA)
Texas Tech University 2003 — 2007
Bachelors, Accounting
Riley Massey's KBA Group LLP Experience January 2007 - August 2007
Job Lead counsel at The Massey Firm
Industry Law Practice
Experience
The Massey Firm November 2011 - Present
Texas Wesleyan Law School August 2007 - May 2011
Hood County District Attorney April 2010 - August 2010
2nd District Court of Appeals 2010 - 2010
KBA Group, LLP January 2007 - August 2007
ORIX USA February 2005 - August 2006
KPMG LLP October 2002 - December 2004
Skills
Accounting, Financial Analysis, Auditing, Due Diligence, Tax, Financial Reporting, QuickBooks, Legal Writing, SEC filings, Microsoft Excel, Financial Accounting, Internal Controls, Real Estate, Sarbanes-Oxley Act, Payroll, Microsoft Word, Legal Research, Budgets, Microsoft Office, GAAP, Criminal Law, Trial Law, Jury Selection, Evidenciary Analysis, Preparation of Wills, Estate Planning, Contract Law, Collections, Bankruptcy, White Collar Criminal..., Trials, Finance, Wills, Civil Litigation, Litigation, Mediation, Courts, Westlaw
Education
Texas Wesleyan University School of Law 2008 — 2011
Doctor of Law (J.D.), American Jurisprudence focused on Criminal Law and Business Law
Texas Christian University - M.J. Neeley School of Business 1997 — 2002
Master's degree, Accounting
The Massey Firm November 2011 - Present
Texas Wesleyan Law School August 2007 - May 2011
Hood County District Attorney April 2010 - August 2010
2nd District Court of Appeals 2010 - 2010
KBA Group, LLP January 2007 - August 2007
ORIX USA February 2005 - August 2006
KPMG LLP October 2002 - December 2004
Skills
Accounting, Financial Analysis, Auditing, Due Diligence, Tax, Financial Reporting, QuickBooks, Legal Writing, SEC filings, Microsoft Excel, Financial Accounting, Internal Controls, Real Estate, Sarbanes-Oxley Act, Payroll, Microsoft Word, Legal Research, Budgets, Microsoft Office, GAAP, Criminal Law, Trial Law, Jury Selection, Evidenciary Analysis, Preparation of Wills, Estate Planning, Contract Law, Collections, Bankruptcy, White Collar Criminal..., Trials, Finance, Wills, Civil Litigation, Litigation, Mediation, Courts, Westlaw
Education
Texas Wesleyan University School of Law 2008 — 2011
Doctor of Law (J.D.), American Jurisprudence focused on Criminal Law and Business Law
Texas Christian University - M.J. Neeley School of Business 1997 — 2002
Master's degree, Accounting
Amber Foster Gonzalez, CPA's KBA Group LLP Experience January 2003 - December 2007
Job SEC Reporting Manager at Mad Catz
Industry Accounting
Experience
Mad Catz November 2009 - Present
BDO Seidman, LLP December 2007 - November 2009
KBA Group LLP January 2003 - December 2007
Turner, Vedrenne & Howard December 2001 - January 2003
Turner, Vedrenne & Howard, Pc 2000 - 2001
Skills
SEC filings, Auditing, Sarbanes-Oxley Act, Accounting, External Audit, Process Improvement, Financial Audits, US GAAP, GAAP, Internal Controls, Financial Reporting, Revenue Recognition, Financial Accounting, Financial Analysis, CPA, Sarbanes-Oxley, Assurance, Tax, IFRS, Financial Statements, Corporate Tax, Finance, General Ledger, Due Diligence, SEC Filings, SOX 404, Consolidation, Cash Flow
Education
Southern Methodist University - Cox School of Business 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Mad Catz November 2009 - Present
BDO Seidman, LLP December 2007 - November 2009
KBA Group LLP January 2003 - December 2007
Turner, Vedrenne & Howard December 2001 - January 2003
Turner, Vedrenne & Howard, Pc 2000 - 2001
Skills
SEC filings, Auditing, Sarbanes-Oxley Act, Accounting, External Audit, Process Improvement, Financial Audits, US GAAP, GAAP, Internal Controls, Financial Reporting, Revenue Recognition, Financial Accounting, Financial Analysis, CPA, Sarbanes-Oxley, Assurance, Tax, IFRS, Financial Statements, Corporate Tax, Finance, General Ledger, Due Diligence, SEC Filings, SOX 404, Consolidation, Cash Flow
Education
Southern Methodist University - Cox School of Business 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Holly E. Watkins's KBA Group LLP Experience November 2003 - January 2009
Job CPA, CFP(R) Tax Accounting
Industry Accounting
Experience
Holly E. Watkins, PLLC January 2009 - Present
KBA Group LLP November 2003 - January 2009
Education
Austin College 1996 — 2000
Holly E. Watkins, PLLC January 2009 - Present
KBA Group LLP November 2003 - January 2009
Education
Austin College 1996 — 2000
Kerry Fitzgerald, CPA's KBA Group LLP Experience 2005 - 2009
Job Audit Director at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors September 2014 - Present
BKD CPAs & Advisors October 2013 - September 2014
BKD CPAs & Advisors October 2012 - October 2013
BKD, LLP June 2009 - November 2012
KBA Group LLP 2005 - 2009
KBA Group LLP 2005 - 2009
Miller & Rose PA January 2003 - January 2005
Skills
Corporate Tax, Internal Controls
Education
Harding University 1999 — 2002
Central High School
BKD CPAs & Advisors September 2014 - Present
BKD CPAs & Advisors October 2013 - September 2014
BKD CPAs & Advisors October 2012 - October 2013
BKD, LLP June 2009 - November 2012
KBA Group LLP 2005 - 2009
KBA Group LLP 2005 - 2009
Miller & Rose PA January 2003 - January 2005
Skills
Corporate Tax, Internal Controls
Education
Harding University 1999 — 2002
Central High School
Tom Massimi, CPA's KBA Group LLP Experience January 2007 - April 2009
Job Audit Manager
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2009 - Present
KBA Group LLP January 2007 - April 2009
Skills
Financial Reporting, GAAP, Accounting, CPA, External Audit, Revenue Recognition, Corporate Tax, SEC Filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Accounting, Financial Analysis
Education
Texas Tech University 2002 — 2006
Accounting/Finance
Montgomery Coscia Greilich LLP August 2009 - Present
KBA Group LLP January 2007 - April 2009
Skills
Financial Reporting, GAAP, Accounting, CPA, External Audit, Revenue Recognition, Corporate Tax, SEC Filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Accounting, Financial Analysis
Education
Texas Tech University 2002 — 2006
Accounting/Finance
Crystal Knepler's KBA Group LLP Experience September 2007 - June 2009
Job Tax Manager at Goldin Peiser & Peiser, LLP
Industry Accounting
Experience
Goldin Peiser & Peiser, LLP January 2012 - Present
CPMG, Inc October 2011 - December 2011
Grant Thornton LLP June 2010 - August 2011
BKD, LLP June 2009 - October 2009
KBA Group LLP September 2007 - June 2009
Stone, Rudolph, & Henry, PLC February 2006 - August 2007
Tanner, Marlo & Associates May 2004 - February 2006
Skills
Corporate Tax, Tax, Income Tax, Accounting, Tax Preparation, Partnership Taxation, Tax Research, Financial Accounting, Tax Accounting, Tax Returns, Financial Analysis, GoSystems, Fixed Assets, US Tax
Education
Southern Illinois University, Carbondale 2001 — 2004
Bachelor of Science, Accounting, Minor in Finance
John A Logan College 1998 — 2001
Associate of Science, Math
John A Logan College 1998 — 2001
Associate of Science, Computer Science
John A Logan College 1998 — 2001
Associate of Science, Accounting
Goldin Peiser & Peiser, LLP January 2012 - Present
CPMG, Inc October 2011 - December 2011
Grant Thornton LLP June 2010 - August 2011
BKD, LLP June 2009 - October 2009
KBA Group LLP September 2007 - June 2009
Stone, Rudolph, & Henry, PLC February 2006 - August 2007
Tanner, Marlo & Associates May 2004 - February 2006
Skills
Corporate Tax, Tax, Income Tax, Accounting, Tax Preparation, Partnership Taxation, Tax Research, Financial Accounting, Tax Accounting, Tax Returns, Financial Analysis, GoSystems, Fixed Assets, US Tax
Education
Southern Illinois University, Carbondale 2001 — 2004
Bachelor of Science, Accounting, Minor in Finance
John A Logan College 1998 — 2001
Associate of Science, Math
John A Logan College 1998 — 2001
Associate of Science, Computer Science
John A Logan College 1998 — 2001
Associate of Science, Accounting
Glenn Gillen's KBA Group LLP Experience 2008 - 2008
Job Tax Accountant
Industry Accounting
Experience
Greene & Ruggeberg, P.C. July 2008 - Present
KBA Group LLP 2008 - 2008
Burds, Reed & Mercer 1989 - 2007
Skills
Tax, Tax Advisory, Accounting, Corporate Tax, Income Tax, Financial Analysis, Public Speaking, Mergers & Acquisitions, Teamwork, Small Business, Estate Planning, Event Planning, Strategic Planning
Education
Dowling College 1981 — 1985
BBA, Accounting
Greene & Ruggeberg, P.C. July 2008 - Present
KBA Group LLP 2008 - 2008
Burds, Reed & Mercer 1989 - 2007
Skills
Tax, Tax Advisory, Accounting, Corporate Tax, Income Tax, Financial Analysis, Public Speaking, Mergers & Acquisitions, Teamwork, Small Business, Estate Planning, Event Planning, Strategic Planning
Education
Dowling College 1981 — 1985
BBA, Accounting
Bobbi Frankovitz's KBA Group LLP Experience November 2000 - August 2009
Job Receptionist
Industry Information Services
Experience
KBA Group LLP November 2000 - August 2009
Tom Wood Automotive January 2000 - November 2000
Skills
Receptionist, Data Entry, Filing, Administrative Support, Administration, Customer Service, Telephone Skills, Spreadsheets, Administrative..., System Administration, Microsoft Excel, Microsoft Word, Microsoft Office, Recruiting, Accounts Receivable, Office Administration, Outlook, QuickBooks, Switchboard Operator, Fax, PowerPoint, Switchboard, Office Management, Telephone Reception, Multi-line Phone, File Management, Receptionist Duties, Clerical Work, Office Equipment, Calendars, Copying, Calendaring, Invoice Processing, Clerical Skills, Diary Management, Expense Reports, Meeting Scheduling, Appointment Scheduling, Mail Merge, Business Correspondence, Bulk Mailing, Administrative Office..., Confidentiality, Telephone Manner, Wordperfect, Photocopier, Travel Arrangements
Education
Indiana University-Purdue University at Indianapolis
KBA Group LLP November 2000 - August 2009
Tom Wood Automotive January 2000 - November 2000
Skills
Receptionist, Data Entry, Filing, Administrative Support, Administration, Customer Service, Telephone Skills, Spreadsheets, Administrative..., System Administration, Microsoft Excel, Microsoft Word, Microsoft Office, Recruiting, Accounts Receivable, Office Administration, Outlook, QuickBooks, Switchboard Operator, Fax, PowerPoint, Switchboard, Office Management, Telephone Reception, Multi-line Phone, File Management, Receptionist Duties, Clerical Work, Office Equipment, Calendars, Copying, Calendaring, Invoice Processing, Clerical Skills, Diary Management, Expense Reports, Meeting Scheduling, Appointment Scheduling, Mail Merge, Business Correspondence, Bulk Mailing, Administrative Office..., Confidentiality, Telephone Manner, Wordperfect, Photocopier, Travel Arrangements
Education
Indiana University-Purdue University at Indianapolis
Patrick Factor's KBA Group LLP Experience 1999 - 2004
Job Audit Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP October 2005 - Present
Neiman Marcus 2005 - 2006
KBA Group LLP 1999 - 2004
Skills
US GAAP, Financial Analysis, Financial Reporting, GAAP, Internal Controls, Auditing, Internal Audit, SEC filings, CPA, Financial Accounting, Accounting, Sarbanes-Oxley Act, Forecasting, Financial Statements, SEC Filings
Education
University of Oklahoma
Montgomery Coscia Greilich LLP October 2005 - Present
Neiman Marcus 2005 - 2006
KBA Group LLP 1999 - 2004
Skills
US GAAP, Financial Analysis, Financial Reporting, GAAP, Internal Controls, Auditing, Internal Audit, SEC filings, CPA, Financial Accounting, Accounting, Sarbanes-Oxley Act, Forecasting, Financial Statements, SEC Filings
Education
University of Oklahoma
Launa Saadeh, CIA's KBA Group LLP Experience 2006 - 2008
Job Senior Accountant at FOCUS, The Fellowship of Catholic University Students
Industry Accounting
Experience
The Fellowship of Catholic University Students October 2014 - Present
Adams County Government Employment First Program January 2014 - October 2014
Talreja & Company, PC January 2012 - April 2013
Safety-Kleen 2008 - 2009
KBA Group LLP 2006 - 2008
Cingular Wireless 2005 - 2006
Electronic Data Systems 2001 - 2005
Deloitte & Touche 1999 - 2001
Deloitte & Touche 1998 - 1998
Skills
Internal Controls, Process Improvement, Auditing, Analysis, SAS70, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Risk Assessment, SAP, Finance, Internal Audit, Fraud, Access, Financial Reporting, Financial Accounting, Accounts Payable, Accounting
Education
Texas A&M University - Mays Business School 1998 — 1999
MS, Management Information Systems
Texas A&M University - Mays Business School 1993 — 1998
BBA, Accounting
The Fellowship of Catholic University Students October 2014 - Present
Adams County Government Employment First Program January 2014 - October 2014
Talreja & Company, PC January 2012 - April 2013
Safety-Kleen 2008 - 2009
KBA Group LLP 2006 - 2008
Cingular Wireless 2005 - 2006
Electronic Data Systems 2001 - 2005
Deloitte & Touche 1999 - 2001
Deloitte & Touche 1998 - 1998
Skills
Internal Controls, Process Improvement, Auditing, Analysis, SAS70, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Risk Assessment, SAP, Finance, Internal Audit, Fraud, Access, Financial Reporting, Financial Accounting, Accounts Payable, Accounting
Education
Texas A&M University - Mays Business School 1998 — 1999
MS, Management Information Systems
Texas A&M University - Mays Business School 1993 — 1998
BBA, Accounting
Cheri Phillips, CPA, MBA's KBA Group LLP Experience January 2006 - July 2009
Job Senior Manager Finance at Society of Petroleum Engineers
Industry Accounting
Experience
Society of Petroleum Engineers January 2011 - Present
MedMark Services, Inc. August 2009 - January 2011
KBA Group LLP January 2006 - July 2009
Omni Health Management Corp September 2002 - December 2005
Omni Health Management 2002 - 2005
Omni Home Care 2002 - 2005
Frank Weinberg & Black 1998 - 2001
Skills
Financial Reporting, Finance, Financial Accounting, Accounting, Process Improvement, Internal Controls, Financial Analysis, Team Building, General Ledger, Tax, Management, CPA
Education
Florida Atlantic University 1998 — 2001
MBA, Accounting
Society of Petroleum Engineers January 2011 - Present
MedMark Services, Inc. August 2009 - January 2011
KBA Group LLP January 2006 - July 2009
Omni Health Management Corp September 2002 - December 2005
Omni Health Management 2002 - 2005
Omni Home Care 2002 - 2005
Frank Weinberg & Black 1998 - 2001
Skills
Financial Reporting, Finance, Financial Accounting, Accounting, Process Improvement, Internal Controls, Financial Analysis, Team Building, General Ledger, Tax, Management, CPA
Education
Florida Atlantic University 1998 — 2001
MBA, Accounting
Meredith Morgan Tipton, CPA's KBA Group LLP Experience 2006 - 2008
Job Senior Manager at Sproles Woodard LLP
Industry Oil & Energy
Experience
Sproles Woodard January 2010 - Present
Consolidated American Services, Inc. 2008 - 2009
KBA Group LLP 2006 - 2008
Johnson Miller and Co. 2000 - 2005
KPMG 1997 - 1998
Skills
US GAAP, Internal Controls, Accounting, Auditing, GAAP, Financial Accounting, Financial Reporting, Revenue Recognition, SEC filings, CPA, Financial Statements, General Ledger, Tax, Financial Analysis, Gas, Petroleum, Tax Preparation, Income Tax, Arbitration, Audit, Fraud, Forensic Accounting, Cash Management, Energy, Consolidation, Oil/Gas, Cash Flow, Due Diligence, Sarbanes-Oxley Act, Tax Research, Tax Accounting, Corporate Tax, Partnership Taxation, Sarbanes-Oxley, Assurance, Variance Analysis, Account Reconciliation, QuickBooks, Internal Audit, Cost Accounting, Fixed Assets, Cash Flow Forecasting, Compliance, Fraud Prevention, External Audit, Financial Audits, Tax Returns, SEC Filings
Education
Southwestern University 1993 — 1997
BA, Accounting
Trinity High School
Sproles Woodard January 2010 - Present
Consolidated American Services, Inc. 2008 - 2009
KBA Group LLP 2006 - 2008
Johnson Miller and Co. 2000 - 2005
KPMG 1997 - 1998
Skills
US GAAP, Internal Controls, Accounting, Auditing, GAAP, Financial Accounting, Financial Reporting, Revenue Recognition, SEC filings, CPA, Financial Statements, General Ledger, Tax, Financial Analysis, Gas, Petroleum, Tax Preparation, Income Tax, Arbitration, Audit, Fraud, Forensic Accounting, Cash Management, Energy, Consolidation, Oil/Gas, Cash Flow, Due Diligence, Sarbanes-Oxley Act, Tax Research, Tax Accounting, Corporate Tax, Partnership Taxation, Sarbanes-Oxley, Assurance, Variance Analysis, Account Reconciliation, QuickBooks, Internal Audit, Cost Accounting, Fixed Assets, Cash Flow Forecasting, Compliance, Fraud Prevention, External Audit, Financial Audits, Tax Returns, SEC Filings
Education
Southwestern University 1993 — 1997
BA, Accounting
Trinity High School
Jerry Garza's KBA Group LLP Experience March 2005 - May 2008
Job Manager of Financial Reporting at Dresser, Inc.
Industry Oil & Energy
Experience
Dresser, Inc. May 2008 - Present
KBA Group LLP March 2005 - May 2008
Grant Thornton LLP December 1999 - March 2005
Education
Baylor University - Hankamer School of Business 1993 — 1997
BBA, Accounting, Real Estate
Dresser, Inc. May 2008 - Present
KBA Group LLP March 2005 - May 2008
Grant Thornton LLP December 1999 - March 2005
Education
Baylor University - Hankamer School of Business 1993 — 1997
BBA, Accounting, Real Estate
Brandi McMinn, CPA's KBA Group LLP Experience 2008 - 2009
Job Accounting Manager at American Contractors Insurance Group
Industry Accounting
Experience
ACIG May 2014 - Present
PSR May 2013 - May 2014
PwC July 2011 - May 2013
BKD, LLP August 2008 - July 2011
KBA Group LLP 2008 - 2009
Skills
Accounting, Human Factors, Personality, US GAAP, SEC filings, GAAP, Internal Controls, Assurance, Auditing, Financial Reporting, Financial Accounting, External Audit, Financial Statements, Revenue Recognition, Financial Analysis, Financial Audits, SOX 404
Education
The University of Texas at Dallas - School of Management 2008 — 2009
Accounting
Texas Tech University - Rawls College of Business 2003 — 2008
BBA, Accounting
ACIG May 2014 - Present
PSR May 2013 - May 2014
PwC July 2011 - May 2013
BKD, LLP August 2008 - July 2011
KBA Group LLP 2008 - 2009
Skills
Accounting, Human Factors, Personality, US GAAP, SEC filings, GAAP, Internal Controls, Assurance, Auditing, Financial Reporting, Financial Accounting, External Audit, Financial Statements, Revenue Recognition, Financial Analysis, Financial Audits, SOX 404
Education
The University of Texas at Dallas - School of Management 2008 — 2009
Accounting
Texas Tech University - Rawls College of Business 2003 — 2008
BBA, Accounting
Amy Olree's KBA Group LLP Experience May 2008 - July 2008
Job at Raytheon
Industry Accounting
Adam Hooten's KBA Group LLP Experience January 2009 - June 2009
Job Financial Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments September 2014 - Present
Transplace July 2013 - August 2014
Transplace August 2011 - July 2013
Blue Lynx Media April 2011 - July 2011
BKD CPAs & Advisors June 2009 - December 2010
KBA Group LLP January 2009 - June 2009
Education
Harding University 2004 — 2008
Fidelity Investments September 2014 - Present
Transplace July 2013 - August 2014
Transplace August 2011 - July 2013
Blue Lynx Media April 2011 - July 2011
BKD CPAs & Advisors June 2009 - December 2010
KBA Group LLP January 2009 - June 2009
Education
Harding University 2004 — 2008
Tasha Brannon's KBA Group LLP Experience 2007 - 2009
Job Accountant at Zello Inc.
Industry Accounting
Experience
Zello Inc 2012 - Present
TuneIn - formerly RadioTime Inc. 2007 - 2011
KBA Group LLP 2007 - 2009
JRH Consulting Group Inc 2006 - 2007
Lamp Technologies 2005 - 2006
LarsonAllen (formerly Henry, Held & Reilly LLP) 2001 - 2005
Skills
Accountants, Accounting Consulting, Public Sector Accounting, General Ledger, Fund Accounting, Investment Performance, Human Resources, Benefits Administration, MAS500, QuickBooks, Zuora, Microsoft Office, ADP Payroll
Education
The University of Texas at Dallas
Zello Inc 2012 - Present
TuneIn - formerly RadioTime Inc. 2007 - 2011
KBA Group LLP 2007 - 2009
JRH Consulting Group Inc 2006 - 2007
Lamp Technologies 2005 - 2006
LarsonAllen (formerly Henry, Held & Reilly LLP) 2001 - 2005
Skills
Accountants, Accounting Consulting, Public Sector Accounting, General Ledger, Fund Accounting, Investment Performance, Human Resources, Benefits Administration, MAS500, QuickBooks, Zuora, Microsoft Office, ADP Payroll
Education
The University of Texas at Dallas
Dale Johnston's KBA Group LLP Experience January 2006 - June 2009
Job Partner Audit and Accounting Director at BKD, LLP
Industry Accounting
Experience
BKD, LLP June 2013 - Present
BKD, LLP June 2009 - Present
KBA Group LLP January 2006 - June 2009
KBA Group LLP December 2003 - January 2006
Healthaxis 1999 - 2003
Education
Liberty University 1988 — 1992
BS, Accounting
BKD, LLP June 2013 - Present
BKD, LLP June 2009 - Present
KBA Group LLP January 2006 - June 2009
KBA Group LLP December 2003 - January 2006
Healthaxis 1999 - 2003
Education
Liberty University 1988 — 1992
BS, Accounting
Amy Dossey's KBA Group LLP Experience November 1999 - January 2005
Job Tax Manager
Industry Hospital & Health Care
Experience
U.S. Renal Care August 2015 - Present
Fred Bastie & Associates April 2014 - August 2015
Landry's Restaurants May 2013 - January 2014
Safety-Kleen January 2005 - December 2012
KBA Group LLP November 1999 - January 2005
Skills
General Ledger, Tax, Corporate Tax, Income Tax, Fixed Assets, Accounting, QuickBooks, Financial Analysis, CPA, Tax Accounting, Tax Preparation
Education
University of Texas of the Permian Basin 1994 — 1996
Bachelor of Business Administration (BBA), Accounting
Midland College 1992 — 1994
U.S. Renal Care August 2015 - Present
Fred Bastie & Associates April 2014 - August 2015
Landry's Restaurants May 2013 - January 2014
Safety-Kleen January 2005 - December 2012
KBA Group LLP November 1999 - January 2005
Skills
General Ledger, Tax, Corporate Tax, Income Tax, Fixed Assets, Accounting, QuickBooks, Financial Analysis, CPA, Tax Accounting, Tax Preparation
Education
University of Texas of the Permian Basin 1994 — 1996
Bachelor of Business Administration (BBA), Accounting
Midland College 1992 — 1994
Eric Drews's KBA Group LLP Experience February 1988 - May 2009
Job Partner at R. Eric Drews, PLLC
Industry Accounting
Experience
R. Eric Drews, PLLC June 2014 - Present
BKD CPAs & Advisors June 2009 - May 2014
KBA Group LLP February 1988 - May 2009
Skills
Tax compliance and..., Tax, Corporate Tax, Income Tax, CPA, Tax Preparation, Accounting
Education
The University of Texas at Dallas 1986 — 1987
MS, Accounting and Business/Management
Texas Tech University 1979 — 1983
Bachelor of Science (BS), Petroleum Engineering
R. Eric Drews, PLLC June 2014 - Present
BKD CPAs & Advisors June 2009 - May 2014
KBA Group LLP February 1988 - May 2009
Skills
Tax compliance and..., Tax, Corporate Tax, Income Tax, CPA, Tax Preparation, Accounting
Education
The University of Texas at Dallas 1986 — 1987
MS, Accounting and Business/Management
Texas Tech University 1979 — 1983
Bachelor of Science (BS), Petroleum Engineering