McGladrey & Pullen
RSM US LLP is an audit, tax, and consulting firm, focused on the middle market in the United States and a member of the global accounting network RSM International. It is the fifth largest accounting firm in the United States. Number of employees: 9,670 Headquarters: Chicago, Illinois, United States Founded: 1926, Cedar Rapids, Iowa, United States CEO: Joe Adams (2011–) Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
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McGladrey & Pullen Employees
Speed Commerce January 2015 - Present
Speed Commerce July 2013 - January 2015
DynCorp International February 2013 - June 2013
Alcatel-Lucent May 2009 - January 2013
Alcatel-Lucent July 2006 - May 2009
Lennox International October 2005 - July 2006
AZZ Incorporated April 2003 - October 2005
McGladrey & Pullen 2001 - 2003
Skills
Internal Audit, Auditing, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Sarbanes-Oxley, SAP, Corporate Governance, Variance Analysis, Financial Audits, General Ledger, Accounting, Consolidation, Business Process..., Finance, Financial Risk, Financial Accounting, GAAP, Managerial Finance, Enterprise Risk..., IFRS, Forecasting, Revenue Recognition, Corporate Finance, US GAAP, Risk Management, Hyperion Enterprise, Cash Flow, Business Process, Fixed Assets, Project Management, Strategic Financial..., Cost Accounting, Financial Forecasting, Software Documentation, Account Reconciliation, Cash Flow Forecasting, Financial Modeling, SOX Compliancy, Essbase, IT Audit, CISA, SEC filings, Due Diligence, Mergers & Acquisitions, Process Improvement, Cash Management, Capital Budgeting, Financial Planning
Education
Texas A&M University-Commerce 1995 — 2000
Bachelor's degree, Professional Accountancy & Finance
Abilene Christian University 1994 — 1995
SSHS
Nevada State Legislature November 2014 - Present
Southwest Supply Comany 2014 - Present
Southwest Specialties Inc. November 2012 - Present
Kids' Club Las Vegas June 2012 - February 2015
Aid for Aids of Nevada June 2010 - August 2012
S3H, Inc. 2010 - 2012
Ryland Homes 2005 - 2006
Rhodes Design and Development Corporation 2002 - 2005
McGladrey & Pullen 1999 - 2002
Skills
Strategic Planning, Planning, Budgeting, Problem Solving, Employee Relations, Construction, Nonprofits, Business Strategy, Accounting, New Business Development, Management Consulting
Education
University of Arizona 1992 — 1996
BS, Political Science
Arizona State University 1992 — 1993
Bachelors of Science, Political Science/Business
Mountain View High School 1989 — 1992
Diploma, General
Malaysia U.S. Chamber of Commerce October 2011 - Present
RAM Assurance & Advisory February 2011 - Present
Bloomberg BNA May 2011 - January 2013
PwC May 2010 - February 2011
Witt Mares July 2009 - May 2010
CSC August 2007 - January 2009
McGladrey & Pullen October 2006 - June 2007
SLGG January 2006 - October 2006
Thompson Cobb Bazilio & Associates 2004 - 2006
Minconsult March 2002 - February 2004
Skills
Financial Management, Financial Control, Financial Reporting, Corporate Finance, Auditing, Internal Audit, SOX, IFRS, IAS, US GAAP, Management Consulting, Certified Public..., Compliance Audits, International Trade, Internal Controls, Audit, Accounting, Compliance, GAAP, Risk Assessment, Forensic Accounting, Revenue Recognition, Financial Accounting, Financial Analysis, External Audit, Due Diligence, Risk Management, Assurance, Cash Flow, Budgeting, Consolidation, Cost Accounting, Technical Accounting, Business Process, Government, Fraud, General Ledger, SEC reporting, Financial Modeling, Variance Analysis, Forecasting, Enterprise Risk..., Fixed Assets, Reconciliation, COSO, Corporate Governance, Cash Management, Accounts Payable, Business Planning, Accounts Receivable
Education
AICPA 2009 — 2011
US CPA, Accounting
CPA Australia 2003 — 2011
CPA, Accounting
Cornell University 2008 — 2008
Professional Certification, Performance Management
University of Southern Queensland 1998 — 2000
Bachelor of Commerce, Accounting
Kolej Universiti HELP, Kuala Lumpur 1996 — 1998
Diploma in Business, Accounting
New Economy April 2013 - Present
Batchelor Frechette McCrory Michael & Co September 2007 - April 2013
McGladrey & Pullen 2005 - 2007
Skills
Entrepreneurship, Accounting, Auditing, Business Planning, Management, Finance, Strategy, Budgets, Start-ups, Leadership, New Business Development, Financial Analysis, Strategic Planning, Venture Capital, Financial Reporting, CRM, Small Business, Change Management, Business Strategy
Education
Assumption College 1994 — 1998
Bachelor of Arts (BA) Accounting, Accounting
Lohman Company, PLLC August 2004 - Present
McGladrey & Pullen January 1999 - August 2004
Skills
Corporate Tax, Accounting, Individual Returns, Tax Preparation, Tax Research, Individual Planning, Tax exempt organizations, Income Tax, CPA, Financial Reporting, General Ledger
Education
Arizona State University
Post baccalaureate, Accounting
University of Illinois at Urbana-Champaign
Bachelor's Degree
McGladrey September 2014 - Present
Insight Accounting Group PC December 2013 - September 2014
McGladrey November 2009 - November 2013
Bent Oak Golf Course July 2004 - October 2009
McGladrey & Pullen January 2009 - April 2009
American Management Group May 2008 - August 2008
Skills
GAAP, Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, General Ledger, Financial Accounting, Tax, US GAAP, Account Reconciliation, QuickBooks, Financial Analysis, Financial Statements, Tax Preparation, Microsoft Excel, Management, Assurance
Education
Bethel College 2005 — 2009
Bachlor of Science, Accounting
Concord High School 2001 — 2005
University of Notre Dame August 2014 - Present
Intel Corporation August 2010 - August 2014
Schneider Electric August 2009 - July 2010
McGladrey & Pullen September 2005 - August 2007
PricewaterhouseCoopers September 2003 - September 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, US GAAP, Sarbanes-Oxley Act, SEC filings, Auditing, GAAP, Forecasting, Leadership, Compliance Testing, Internal Controls, Financial Accounting, Inventory, Managerial Finance, Microsoft Excel, Analysis
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Corporate Finance & Investments, GPA: 3.8 GMAT: 740
Arizona State University, W. P. Carey School of Business 2002 — 2003
MAIS, Accountancy & Information Systems
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Seton Catholic Preparatory
Schmidt Westergard & Company, PLLC December 2012 - January 2015
Contractors West, Inc. May 2011 - December 2012
McGladrey & Pullen January 2008 - May 2011
Weaver and Tidwell 2004 - December 2007
Skills
Accounting, Tax, Tax Accounting, Corporate Tax, Tax Preparation, Income Tax, GAAP, Partnership Taxation, Tax Research
Education
Arizona State University
Grand Canyon University
The Boeing Company February 2015 - Present
Boeing March 2012 - February 2015
Boeing September 2010 - March 2012
Ernst & Young December 2007 - September 2010
McGladrey & Pullen 2005 - 2007
Taylor, Duffy & Associates August 2005 - October 2005
Air Force Audit Agency July 2004 - August 2005
Skills
Audit, Internal Controls, SOX, Financial Reporting, Auditing, Consolidation, Accounting, Internal Audit, SEC reporting, Financial Analysis, US GAAP, Fixed Assets, Financial Accounting, Variance Analysis, Word, Balance, Microsoft Office, Excel, Real Estate, Accounts Payable, GAAP, Reconciliation, Accounts Receivable, PowerPoint, Payroll, Cost Accounting, Sarbanes-Oxley Act, Microsoft Excel, Financial Statements, Analysis, CPA, Strategic Financial..., Financial Audits, Financial Forecasting, Business Planning, Revenue Recognition, Financial Modeling, Financial Planning, Account Reconciliation
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Arizona State University 2001 — 2005
Credentials Bachelor of Science, Accounting
Walden Woods Project August 2005 - Present
McGladrey & Pullen February 2001 - August 2002
The Guidance Center 1999 - 2001
Skills
General Ledger, Financial Reporting, Accounting, Account Reconciliation, Accounts Receivable, Payroll, Financial Analysis, Budgets, Microsoft Excel, Forecasting, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Team Building, Outlook, Variance Analysis
Education
Bentley College 1988 — 1992
Bachelor of Science (B.S.), Accounting
NRECA March 2013 - Present
HsuBox Consulting, LLC February 2012 - April 2013
McGladrey & Pullen December 2004 - February 2012
Hogan & Hartson May 2002 - December 2004
Karen Hsu Consulting April 2001 - December 2002
86.com August 2000 - April 2001
The Segal Company November 1997 - August 2000
Skills
Employee Benefits, Process Improvement, Financial Reporting, Training & Fidcuiary..., Mutliple &..., Health & Welfare Plans, Project Management, Procedural Documentation, DB and DC Pension Plans, Training, Auditing, Strategic Planning, Human Resources, General Ledger, Health & Welfare..., Payroll, Accounting, Management, Financial Analysis, Managerial Finance, Internal Audit, Vendor Management, Budgets
Education
American University - Kogod School of Business 2004 — 2007
MST
Brandeis University 1991 — 1995
BA
STS Transportation Services October 2014 - Present
Waypoint Services April 2011 - August 2014
Planned Parenthood of East Central Iowa 2010 - April 2011
Hiawatha Care Center 2002 - 2010
Highway Equipment Company 2001 - 2002
Inlet, Inc. May 1998 - 2001
Iowa Glass October 1995 - May 1998
McGladrey & Pullen August 1992 - September 1995
Skills
Accounting, Budgets, CPA, Finance, Financial Statements, Fundraising, Management, Nonprofits, Variance Analysis, Financial Reporting, Training, Event Planning, Strategic Planning, Customer Service, Public Speaking, Leadership
Education
Arizona State University
BS, Accounting
McGladrey October 2012 - Present
RSM McGladrey May 2007 - October 2012
McGladrey & Pullen August 2004 - May 2007
PricewaterhouseCoopers 2003 - 2003
Skills
GAAP, US GAAP, CPA, Internal Controls, Auditing, External Audit, Financial Accounting, Financial Reporting, Accounting, Revenue Recognition, Financial Statements
Education
Baylor University 1999 — 2004
Bachelor of Business Administration (B.B.A.)
Think Mutual Bank July 2007 - Present
Think Mutual Bank July 2007 - January 2012
Olmsted National Bank August 2003 - June 2007
McGladrey & Pullen January 2001 - August 2003
Skills
Banking, Microsoft Excel, Mortgage Lending, Financial Analysis, Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Loans, Loan Origination, Refinance, Lines Of Credit, Mortgage Banking, Treasury Management, Credit
Education
Augustana University (SD) 1997 — 2001
ba, business
Byron High School 1994 — 1997
Total Event Resources August 2012 - Present
Unity Financial, LLC August 2009 - Present
Arthur Machinery July 1992 - July 2009
Robert Half Finance & Accounting January 1990 - July 1992
McGladrey & Pullen 1984 - 1990
Skills
Strategic Planning, Budgets, Team Building, Long-term Care, New Business Development, Sales, Marketing, Negotiation, Accounting, Financial Analysis, Process Improvement, Healthcare, Marketing Strategy, Public Speaking, Sales Management, Real Estate, Account Management, Business Strategy, Operations Management, Customer Service, Management
Education
Judson University 2008 — 2009
Management, Business
Bethel University 1979 — 1982
Bernard Robinson & Company, LLP June 2013 - Present
Bernard Robinson & Company, LLP November 2002 - Present
McGladrey & Pullen August 1995 - November 2002
Skills
Accounting, Finance, Tax Credits, Affordable Housing, Auditing, Real Estate Development, Tax, HUD, Mergers & Acquisitions, Financial Reporting, GAAP, CPA, US GAAP, Partnership Taxation, Tax Preparation, Financial Statements, Financial Analysis
Education
Appalachian State University 1990 — 1995
BSBA, Accounting
W.F. Scott Decorating, Inc. February 2005 - Present
H.C. Duke & Son March 2004 - February 2005
Deloitte & Touche September 1999 - March 2004
McGladrey & Pullen January 1995 - August 1999
Skills
Auditing, CPA, Finance, Accounting, Business Valuation, Financial Reporting, Internal Controls, Management, Financial Accounting, Financial Analysis
Education
Augustana College 1991 — 1995
BA, Accounting & Finance
Westman & Associates Consulting April 2011 - Present
Congress of Neurological Surgeons July 2012 - May 2014
American Association of Diabetes Educators February 2012 - July 2012
Emergency Nurses Association August 2004 - March 2011
McGladrey & Pullen 1996 - 2004
RSM McGladrey 1996 - 2004
KPMG Peat Marwick May 1989 - December 1996
Clarcor November 1980 - May 1989
Skills
Instituting governance..., Facilitating strategic..., Negotiating and..., Marketing/selling..., Benchmarking and..., Building high..., Developing and..., Designing performance..., Implementing..., Designing enterprise..., Strategic Planning, Facilitators, Program Management, Governance, Designing, Deferred Compensation, Negotiation, Performance Management, Process Improvement, Best Practices, Benchmarking, Change Management, Nonprofits, Management Consulting, Team Building, Healthcare, Risk Management, Mergers & Acquisitions, Human Resources, Strategy, Business Strategy, Training, Management, Leadership, Organizational..., Employee Relations, Budgets, Accounting, Public Speaking, Coaching, Marketing, Project Management, Program Development, Analysis, Project Planning, Leadership Development, New Business Development, Association Management, Market Research, Consulting
Education
The University of Chicago Booth School of Business 1986 — 1989
MBA, Finance, Marketing
Augustana College 1976 — 1980
B.A., Political Science, History, Education
Rockford East 1973 — 1976
Robert Half Management Resources 2014 - Present
Summit Development Group, LLC 2008 - Present
McGladrey & Pullen 1984 - 2007
RSM McGladrey 1984 - 1987
Schulman, Klock & Company 1983 - 1986
Skills
Budgets, Accounting, Due Diligence, CPA, Tax, Management, Finance, Income Tax, Financial Reporting, General Ledger, Internal Controls, Management Consulting, GAAP, Mergers & Acquisitions, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, SEC filings, Tax Accounting, SEC Filings
Education
Arizona State University - W. P. Carey School of Business 1980 — 1984
BS, Accounting
Boulder High School 1975 — 1978
HS
The Sage School November 2006 - September 2009
McGladrey & Pullen February 2005 - June 2006
Kennedy & Lehan, LLP 1988 - 2005
Education
Computer Learning Center 1987 — 1987
Certificate, Certificate of Computer Programming
Berklee College of Music 1981 — 1985
B. A. in Professional Music, Professional Music
Landmark Apartment Trust September 2013 - Present
AEW Capital Management 2011 - 2013
AEW Capital Management 2005 - 2010
Bank of America 2003 - 2005
McGladrey & Pullen 2001 - 2003
Skills
Accounting, Due Diligence, Auditing, Finance, Budgets, Internal Controls, Investments, GAAP, Real Estate, Management, Accounts Payable, Business Planning
Education
Boston University 2005 — 2008
Certificate, Real Estate Finance
Appalachian State University 2000 — 2001
MSA, Accounting
Appalachian State University 1997 — 2000
BSBA, Accounting
Liberty Mutual Insurance February 2015 - Present
Liberty Mutual Insurance November 2012 - February 2015
Wolf & Company, P.C. November 2010 - December 2012
RSM McGladrey September 2005 - June 2010
McGladrey & Pullen 2005 - June 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2006
MSA, Accounting
Babson College 2001 — 2005
BS, Accounting
The Museum of Modern Art July 2014 - Present
State Street September 2010 - June 2014
McGladrey & Pullen September 2007 - September 2010
The Metropolitan Museum of Art July 2005 - September 2007
Skills
Accounting, Financial Accounting, Financial Statements, Account Reconciliation, Investments, Auditing, Private Equity, Financial Services
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accountancy
City University of New York-Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accountancy
Monticello High School 2000 — 2003
Joseph & Joseph CPAs December 2000 - Present
McGladrey & Pullen September 1997 - December 2000
Cohen & Company June 1990 - September 1997
Skills
Tax, Income Tax, CPA, Accounting, Auditing, Tax Preparation, Corporate Tax, Small Business
Education
Baldwin Wallace University 1988 — 1991
Bachelor, Accounting
Jeffrey D. Reimer, CPA July 2002 - Present
Diocese of Winona July 2002 - February 2008
McGladrey & Pullen October 1998 - June 2002
ELS Educational Services May 1991 - June 1997
SPEED>S Corporation October 1990 - April 1991
HCJB Global June 1990 - August 1990
Education
University of St. Thomas - Opus College of Business 1997 — 1998
MBA, Accounting
Bethel University 1986 — 1990
BA, Anthropology and Cross-Cultural Studies
Alliance Academy 1976 — 1986
College Prep
Sam Shoushtarian Inc. November 2005 - Present
McGladrey & Pullen 2003 - 2005
The Bollard Group 2000 - January 2003
WOLF & COMPANY, P.C. January 1999 - July 2000
Goldstein & Muccip PC 1996 - 1999
Skills
Dentists, Architects, Small Business, Financial Planners, Tax Returns, High Net Worth..., Tax, Accounting, Financial Reporting, Income Tax, Strategic Financial..., Financial Analysis, Real Estate, QuickBooks
Education
Bentley University 1995 — 1998
Master of Science in Taxation
University of Massachusetts Boston 1989 — 1994
Bachelor of Science, Accounting
Weil, Gotshal & Manges LLP September 2014 - Present
Weil Gotshal and Manges August 2013 - July 2014
Weil Gotshal and Manges May 2013 - July 2013
GE Capital August 2012 - November 2012
McCathern Mooty Grinke L.L.P. July 2012 - August 2012
44th Civil District June 2012 - June 2012
Cufflinks.com 2010 - August 2011
McGladrey & Pullen June 2009 - July 2009
Education
Southern Methodist University Dedman School of Law 2011 — 2014
Juris Doctor, Law
Arizona State University, W. P. Carey School of Business 2005 — 2010
B.S., Accountancy, Finance
National Grid August 2015 - Present
Milbank, Tweed, Hadley & McCloy LLP August 2011 - August 2015
City of New York March 2010 - August 2011
McGladrey & Pullen March 2006 - December 2009
Skills
Auditing, Accounting, Corporate Tax, Financial Reporting, Tax, Income Tax, Internal Controls, US GAAP
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Accounting
Binghamton University 2002 — 2004
Stuyvesant High School 1998 — 2002
High School Diploma, Math & Sciences
Public Consulting Group July 2013 - Present
Public Partnerships, LLC April 2011 - June 2013
Share Group October 2010 - August 2011
DiCicco, Gulman & Company May 2007 - October 2009
McGladrey & Pullen 2006 - 2007
Tofias PC 2001 - 2006
Skills
Accounting, Financial Reporting, Tax, Financial Accounting, General Ledger, GAAP, Auditing, Internal Controls, Fixed Assets, Corporate Tax, Income Tax, US GAAP, Tax Preparation, Financial Analysis
Education
Assumption College 1995 — 1999
Bachelor of Arts, Accounting
MATIGNON 1991 — 1995
team sauce
team sauce
team sauce
Veridocs Inc. February 2010 - Present
Chaska Chanhassen Football Association June 2007 - Present
Credit Coach, Inc. September 2009 - June 2012
Oprosko & Associates February 2009 - September 2010
Jefferson Wells August 2006 - February 2009
Mervin WInston, Ltd 2004 - 2006
McGladrey & Pullen 2000 - 2004
RSM McGladrey (formerly Edward Isaacs & Co.) 1986 - 2004
Edward Isaacs & Co August 1986 - October 2000
UPS April 1993 - November 1996
Skills
Gambling, Financial Reporting, Internal Controls, Auditing, Start-ups, Process Improvement, Accounting, Business Process, Management, Finance, Business Planning, Tax, Account Reconciliation, Sarbanes-Oxley Act, Mergers & Acquisitions, Managerial Finance
Education
Adelphi University 1984 — 1986
BBA, Accounting
Plainview JFK 1978 — 1982
Angelo, Gordon & Co. August 2014 - Present
McGladrey October 2013 - August 2014
McGladrey November 2011 - September 2013
Old Union Games Area, Binghamton University August 2007 - December 2009
McGladrey & Pullen June 2009 - August 2009
Old Union Convenience Store, SUNY Binghamton University January 2009 - May 2009
New York & Company May 2008 - August 2008
Binghamton University January 2007 - May 2008
New York Public Library December 2006 - January 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Auditing, Customer Service, Retail, Leadership, Credit, Accounting, QuickBooks, Financial Reporting, Outlook, Financial Accounting, General Ledger, Financial Analysis, Management
Education
Binghamton University 2010 — 2011
Masters of Science, Accounting
Binghamton University, State University of New York 2006 — 2010
Bachelor of Science, Accounting
Albuquerque Tax Adivsors LLC (Formerly Dynamic Business Solutions) November 2002 - Present
Eclipse aviation October 2000 - November 2002
McGladrey & Pullen 1990 - 1995
Skills
GAAP, CPA, Accounting, SAP, Management, Auditing, Employee Benefits, Small Business, Tax, Finance, Corporate Tax, Financial Statements, Management Consulting, Budgets, Start-ups, Analysis, Strategic Planning, Recruiting
Education
Western Illinois University 1996 — 2000
MBA, Business Administration
Augustana College 1986 — 1990
Bachelor's, Accounting
Lohman Company, PLLC June 2000 - Present
University of Advancing Technology October 2005 - Present
McGladrey & Pullen 1987 - 2000
Schulman, Klock & Co., P.C. 1985 - 1987
Ferris, Busscher & Lohman, P.C. 1980 - 1985
Ferris, Busscher & Lohman 1975 - 1980
Skills
Auditing, Tax, Due Diligence, Consulting, Facillitate Mangament..., Accounting, Mergers, Strategic Planning, Financial Analysis, SEC filings, Financial Accounting, Internal Controls, Managerial Finance, CPA, Income Tax, Management Consulting, Financial Modeling, Finance, Sarbanes-Oxley Act, Management, Corporate Tax, Private Equity, GAAP, Employee Benefits, Small Business, Forecasting, US GAAP, Executive Management, Tax Preparation, Fixed Assets, Business Valuation, Tax Returns, Strategic Financial..., Partnership Taxation, General Ledger, Mergers & Acquisitions, Financial Planning
Education
Aquinas College 1967 — 1970
B.S.-Accountancy, Accounting
Davenport University 1963 — 1964
Associate in Science-Accounting and Business
Perky Jerky July 2013 - Present
T3Media September 2011 - July 2013
McGladrey & Pullen September 2008 - September 2011
Dauby O'Connor & Zaleski January 2006 - April 2006
Skills
Budgets, GAAP, Accounting, Financial Reporting, Auditing, Internal Controls, US GAAP, Financial Accounting, Financial Analysis, Internal Audit, Revenue Recognition, General Ledger, Financial Statements, QuickBooks, Forecasting
Education
Ball State University 2003 — 2008
B.S>, Accountancy
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP April 2011 - January 2012
Grant Thornton July 2006 - April 2011
McGladrey & Pullen 2000 - 2006
RSM McGladrey 2000 - 2006
McGladrey & Pullen 1997 - 2000
Deloitte & Touche 1993 - 1997
Skills
Income Tax, Tax, Corporate Tax, Tax Research, Tax Advisory, Strategy, CPA, Accounting, Tax Preparation, Management, Leadership, GAAP, International Tax, Tax Accounting, Partnership Taxation, Tax Law
Education
DePaul University 1986 — 1989
MST, Taxation
Augustana College 1978 — 1982
B.A., Accounting, Business Administration
CVS Caremark Corporation September 2004 - Present
CVS Caremark Corporation (AdvancePCS) December 2002 - September 2004
CVS Caremark Corporation (AdvancePCS) January 2001 - December 2002
CVS Caremark Corporation (PCS Health Systems) April 1999 - January 2001
Honeywell Aerospace December 1997 - April 1999
Harter Aerospace (formerly Harter Industries) April 1995 - December 1997
McGladrey & Pullen July 1993 - April 1995
Education
Arizona State University - W. P. Carey School of Business 1997 — 1999
MBA, Business
Northern Arizona University-The W. A. Franke College of Business 1988 — 1993
BS, Accountancy
Nathan & Associates, Land Brokerage Services January 2009 - Present
TOUSA (Engle Homes) March 2006 - September 2008
Richmond American Homes 2000 - 2006
McGladrey & Pullen October 1994 - October 1998
McGladrey October 1994 - October 1998
Skills
Real Estate Development, Land Acquisition, Real Estate, Homebuilding, Entitlements, Residential Homes, Land Development, Contract Negotiation, Construction, Due Diligence, Real Estate Transactions, Accounting, Disposition, CPA, Commercial Real Estate, Contract Management, Value Engineering, Project Bidding
Education
Arizona State University
BS, Accountancy
-- November 2014 - Present
Leahy Consulting. September 2002 - November 2014
Post Glover Resistors 1992 - 1994
McGladrey & Pullen 1981 - 1988
Dealer Services Inc 1979 - 1981
Burroughs 1974 - 1977
Skills
Relaxing, Customer Service, SQL, Microsoft Office, Leadership, Software Implementation
Education
Augustana College 1970 — 1974
BA, Accounting, Business
Moss Adams LLP May 2003 - Present
American Specialty Health October 1999 - April 2003
Ernst & Young January 1990 - September 1999
Central Plains Clinic August 1986 - December 1989
McGladrey & Pullen 1980 - 1986
Education
Augustana University (SD) 1974 — 1978
BA, Accounting and Business Adm
Liberty Mutual Insurance June 2015 - Present
Liberty Mutual Insurance July 2013 - June 2015
Liberty Mutual Group August 2010 - July 2013
McGladrey & Pullen January 2009 - August 2010
Feeley & Driscoll, P.C. November 2002 - December 2008
Skills
Financial Reporting, Internal Controls, Auditing, US GAAP, Accounting, Account Reconciliation, CPA, GAAP, Financial Analysis, Corporate Tax, Tax, Internal Audit, Financial Accounting, SEC filings, Leadership, Strategy, General Ledger, Sarbanes-Oxley Act, Financial Statements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
MBA
Isenberg School of Management, UMass Amherst 1998 — 2002
BS, Accounting, minor Economics
3M May 1997 - Present
Analysts International April 1996 - May 1999
McGladrey & Pullen May 1987 - April 1996
Skills
Business Intelligence, Software Development, CRM, Process Improvement, ERP, Six Sigma, Business Objects, Oracle, Cross-functional Team..., Databases, Disaster Recovery, Analytics, IT Management, Data Warehousing, Project Management, Business Analysis, Management, Visio
Education
Augustana College 1983 — 1987
Summit Financial Printing LLC May 2011 - Present
CM International LLC January 2009 - October 2010
Anchin, Block & Anchin LLP November 2007 - October 2008
McGladrey & Pullen October 2006 - November 2007
Ernst & Young May 2000 - September 2006
Skills
Financial Reporting, Auditing, Financial Statements, Financial Services, General Ledger, Fund Accounting, Journal Entries, SEC, Internal Controls, US GAAP, Financial Accounting, GAAP, Accounting, IFRS, Sarbanes-Oxley Act, Account Reconciliation, Fixed Assets, Accounts Payable, Consolidation, Accounts Receivable, Due Diligence, SEC filings, CPA, Financial Audits, Private Equity, Assurance, Investments, QuickBooks, Big 4, Alternative Investments, Equities, Finance, Bookkeeping, SEC Financial Reporting, SEC Reporting 10K, XBRL, S-8, 8K, Stock Compensation, Technical Accounting..., FAS 141, FAS 133, Fair Value, FAS 157, Partnership Accounting, Hedge Accounting, External Audit, Bank Reconciliation, Accruals, Corporate Governance
Education
National University of Science and Technology (ZW) 1998 — 2002
Bachelor Of Commerce (Honors) Degree in Accounting, Accounting
Mpopoma High School 1992 — 1997
Mayo Clinic February 2011 - Present
Mayo Clinic June 2000 - February 2011
McGladrey & Pullen December 1996 - June 2000
Skills
Accounting, Healthcare, Financial Reporting, Financial Analysis, General Ledger, Lawson, Audit, Auditing, Variance Analysis, Insurance, Journal Entries, Claims, Reconciliation, Timely, Excel
Education
Augsburg College 2012 — 2014
Master's Degree, Business Administration and Management, General
Cardinal Stritch University 2000 — 2003
BS, Business Management
Rochester Community & Technical College 1986 — 1988
Associate's Degree, Accounting
LeRoy Ostrander High School
Allyde January 2014 - Present
Mautic™ Association January 2014 - Present
Green Remedies Waste & Recycling, Inc. April 2014 - Present
WebSpark Inc. January 2014 - September 2015
Pureflow, Inc. June 2003 - January 2014
AC Corporation - Greensboro, NC October 1983 - June 2003
McGladrey & Pullen June 1981 - October 1983
Skills
Strategic Planning, Forecasting, Negotiation, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Business Process..., Business Strategy, Business Planning, Organizational..., Employee Benefits, Human Resources, Financing, Contract Negotiation, Financial Reporting, Financial Modeling, Accounting, Risk Management, Budgeting, GAAP, Non-profit..., Operations Management, Organizational..., Leadership, Sales Management, Finance, Auditing, Budgets, Management, Managerial Finance, ERP, Tax, Cost Accounting, Cash Flow, CPA, Team Building, Executive Management, Small Business, Internal Controls, Due Diligence, Payroll, Financial Statements, Cash Management, Process Improvement, Strategic Financial..., Financial Planning
Education
Elon University 1978 — 1981
BA, Accounting & Business Administration
Appalachian State University 1977 — 1978
General College
BB&T August 2014 - Present
BB&T May 2012 - August 2014
BB&T July 2011 - May 2012
BMW Manufacturing January 2010 - August 2010
Williams McKinzie & Co. September 2008 - April 2009
Abercrombie & Fitch November 2007 - July 2008
McGladrey & Pullen January 2007 - March 2007
Skills
Recruiting, Talent Acquisition, Interviews, Training, Talent Management, Leadership, Hiring, Personnel Management, Human Resources, Management, Compensation..., Compensation Plans, Employee Engagement, Compensation & Benefit, Interviewing, Fitness, Nutrition, Health & Wellness, Employment Law
Education
University of South Carolina - The Moore School of Business 2009 — 2011
Masters, Human Resources
Appalachian State University 2003 — 2007
Bachelor of Science Business Administration, Accounting
Burlingham & Harris, P.A. 2001 - Present
Bank of America (Private Bank) May 1992 - December 2000
McGladrey & Pullen 1988 - 1992
KPMG US May 1983 - August 1986
Skills
Strategic Financial..., Investments, Tax, Wealth Management, Asset Managment, Asset Management, CPA, Financial Advisory, Certified Financial..., Finance, Financial Services, Investment Advisory, Estate Planning, Retirement Planning, Income Tax, Tax Preparation, Financial Planning
Education
Appalachian State University 1972 — 1977
BS, MS, MS in Accountancy, BS Business Administration
NextLabs December 2012 - Present
CBS Interactive June 2012 - June 2012
McGladrey & Pullen July 2011 - April 2012
CBIZ September 2005 - January 2010
Skills
QuickBooks, Pivot Tables, GAAP, SEC filings, Auditing, Revenue Recognition, US GAAP, Accounting, Financial Reporting, Internal Controls, Financial Statements, Financial Accounting, Financial Analysis, CPA, General Ledger, Bookkeeping, Tax Preparation, Sarbanes-Oxley Act, Tax Research, Fixed Assets
Education
University of California, Santa Barbara 2003 — 2005
BA, Business Economics and Accounting
American River College 2001 — 2003
AS, Mathematics and Sciences
American River College 1999 — 2001
AA, Liberal Arts
High Street Equity Advisors, LLC July 2013 - Present
McGladrey September 2008 - July 2013
McGladrey & Pullen January 2008 - April 2008
RSM McGladrey May 2007 - August 2007
Thevinen Lynch & Bienvenue LLP 2005 - 2006
Skills
GAAP, Financial Accounting, Internal Controls, SEC filings, US GAAP, Accounting, CPA, Financial Reporting, Auditing, Tax, Sarbanes-Oxley Act, General Ledger
Education
Bentley University 2004 — 2008
ebhs 2000 — 2008
Lantheus Medical Imaging June 2015 - Present
Lantheus Medical Imaging August 2011 - Present
McGladrey & Pullen August 2003 - August 2011
L-Tronics, Inc. September 1997 - August 2003
Skills
Accounting, CPA, SEC filings, Sarbanes-Oxley, IFRS, Sarbanes-Oxley Act, Auditing, Financial Reporting, GAAP, US GAAP, Internal Controls, Financial Analysis, Assurance, General Ledger, Financial Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2004
MSA, Accounting
Bentley University 1999 — 2003
MSA, Corporate Finance and accounting
Boston Latin School 1996 — 1999
The First National Bank in Sioux Falls July 2013 - Present
First National Bank in Sioux Falls July 2009 - April 2012
McGladrey & Pullen January 2008 - March 2009
Evangelical Lutheran Church of Cameroon November 2002 - December 2005
Evangelical Lutheran Church of Cameroon January 1997 - January 2000
Skills
Non-profits, Financial Reporting, Accounting, GAAP, General Ledger, CPA, Internal Controls, Financial Statements, SEC filings, ProSystem fx Tax, Account Reconciliation, Auditing
Education
Augustana College (SD)
B.A, Business Administration and Accounting
University of Douala
B.T.S, Accounting
CliftonLarsonAllen April 2015 - Present
Mohu Consumer Electronics December 2012 - April 2015
Monaghan Group, PLLC November 2011 - December 2012
Kinetic Systems, Inc. November 2009 - June 2011
International Textile Group November 2007 - November 2009
Pharmagraphics March 2002 - November 2007
McGladrey & Pullen November 1997 - March 2002
DMJ & Company November 1994 - November 1997
Skills
Leadership, Accounting, Financial Reporting, Budgets, Process Improvement, Change Management, Internal Controls, Strategic Planning, Payroll, Finance, Accounts Payable, Sarbanes-Oxley Act, Financial Accounting, US GAAP, CPA
Education
Appalachian State University 1989 — 1994
BSBA, Accounting
Novartis November 2014 - Present
PowerPlan, Inc. April 2013 - August 2014
ABB January 2012 - April 2013
Progress Energy November 2008 - January 2012
Exelon August 2006 - October 2008
AmeriGas August 2005 - August 2006
McGladrey & Pullen January 2004 - July 2005
Skills
Financial Analysis, Accounting, Fixed Assets, Depreciation, Reserves, Capital Projects, SOX, Internal Audit, Internal Controls, Account Reconciliation, Accounting Research, Financial Reporting, Revenue, Regulatory Reporting, Regulatory Filings, Financial Systems, Budget Development, Budget Tracking, Sarbanes-Oxley Act, Hyperion Enterprise, Budgets, GAAP, Variance Analysis
Education
Appalachian State University 2000 — 2004
BSBA, Accounting
North Carolina State University - College of Management 2004 — 2004
N/A, Master of Accounting Program
Maritime Market March 2011 - May 2013
First Citizens Bank January 2010 - March 2011
McGladrey & Pullen June 2007 - August 2007
Ameriprise Financial Advisors February 2006 - August 2006
Skills
Financial Analysis, Accounting, Auditing, Financial Reporting, Microsoft Excel, Internal Controls, Business Valuation, QuickBooks, Budgeting, Forecasting
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2015
Master of Business Administration, Entrepreneurial and Small Business Operations, 3.6/4.0, Cum Laude
North Carolina State University - College of Management 2003 — 2008
Accounting; Finance; Economics, Business Administration and Management, 3.5/4.0, Magna Cum Laude
Deutsche Bank June 2012 - Present
McGladrey & Pullen October 2007 - May 2012
Deloitte January 2004 - June 2007
Education
Midlands State University 2000 — 2003
Honours, Accounting
IDX, LLC June 2015 - Present
Interstate National Corporation July 2012 - June 2015
Moss Adams LLP November 2008 - July 2012
Payment Insured Plan August 1997 - November 2008
McGladrey & Pullen 1989 - 1996
Ernst & Young 1988 - 1989
Allen & Chew, CPA's 1982 - 1986
Trio Restaurant 1976 - 1978
Skills
Financial Reporting, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, FAS 5, FIN 48
Education
Arizona State University 1985 — 1991
MS, Taxation
Arizona State University 1980 — 1983
BS, Accounting
Michigan State University 1979 — 1981
Accounting
Greater Kansas City Community Foundation March 2015 - Present
Greater Kansas City Community Foundation April 2011 - Present
UMKC August 2011 - May 2014
McGladrey & Pullen September 2008 - April 2011
Skills
Financial Reporting, Non-profits, Audit, Accounting, Internal Controls, Auditing, Financial Analysis, Financial Accounting, Financial Statements
Education
University of Missouri-Kansas City 2006 — 2008
MSA, Accounting
Baker University 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Starkey Hearing Technologies October 2013 - Present
TCF Equipment Finance July 2013 - October 2013
TCF Equipment Finance August 2010 - July 2013
ATK August 2009 - August 2010
Best Brands Corp. August 2006 - August 2009
Best Brands Corp. November 2004 - July 2006
Multifoods 2002 - 2004
McGladrey & Pullen January 2000 - December 2001
Skills
Accounting, Financial Reporting, Budgeting, Financial Analysis, General Ledger, Cost Accounting, Account Reconciliation, Problem Solving, Process Improvement, Auditing, Microsoft Office, Financial Accounting, SOX, Inventory Analysis, Fixed Assets, Microsoft Excel, Budgets, Forecasting, Financial Modeling, Managerial Finance, Sarbanes-Oxley Act, Leadership, Accounts Payable, Internal Controls, Finance, GAAP, Financial Statements, Analysis, Management, ERP, Hyperion Enterprise, Accounts Receivable, Payroll, Essbase, Software Documentation, Journal Entries, P&L, Financial Forecasting, SAP, Access, Mergers & Acquisitions, Financial Statement..., Pricing, Strategic Financial...
Education
Bethel University 2011 — 2013
MBA
University of Wisconsin-River Falls 1995 — 1999
Bachelor of Science, Accounting
Montgomery Lonsdale High School 1992 — 1995
Hub Group December 2014 - Present
Hub Group October 2012 - November 2014
Hub Group November 2010 - October 2012
McGladrey & Pullen November 2009 - November 2010
RSM McGladrey, Inc January 2009 - April 2009
Allsteel May 2008 - August 2008
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Internal Controls, GAAP, Microsoft Excel, Sarbanes-Oxley Act, Variance Analysis, SOX 404, Microsoft Office
Education
Augustana College 2005 — 2009
Bachelor of Arts, Accounting, Finance, Spanish
CBS Corporation May 2015 - Present
Goldman Sachs February 2013 - May 2015
Ernst & Young November 2010 - February 2013
McGladrey & Pullen September 2008 - November 2010
Perseus Books Group February 2007 - June 2008
Skills
GAAP, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, SEC filings, US GAAP, Internal Controls, CPA, Auditing, Financial Analysis, General Ledger, External Audit, IFRS, QuickBooks, Financial Statements, Internal Audit, Big 4, SEC Filings
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
BBA, Accountancy
Wells Fargo Home Mortgage 1998 - Present
Travelers Express May 1997 - April 1998
Fingerhut December 1994 - May 1997
McGladrey & Pullen January 1994 - December 1994
Skills
Program Management, Team Leadership, Business Process..., Mortgage Lending, Team Building, Change Management, Project Management, Contract Negotiation, Cross-functional Team..., PMP, New Business Development, New Program Development, Contract Management, Strategic Thinking, Risk Management, Finance, Banking, Management, SDLC
Education
Bethel University
Bachelor of Business Administration (B.B.A.), Business Organizational Leadership
McGladrey LLP August 2008 - Present
Charlestown Youth Soccer August 2014 - Present
McGladrey & Pullen May 2007 - August 2007
Skills
Tax, Accounting, Tax Research, CPA, Income Tax, Internal Controls, Tax Accounting, US Tax, ProSystem fx Tax, Tax Preparation, Tax Returns, High Net Worth..., S Corporations, Financial Analysis, Financial Statements, Management, QuickBooks
Education
Assumption College 2004 — 2008
BA, Accounting
National University of Ireland, Galway 2007 — 2007
Semester Abroad
EY October 2015 - Present
EY January 2014 - September 2015
Piedmont Natural Gas January 2013 - January 2014
McGladrey October 2012 - January 2013
McGladrey October 2011 - October 2012
McGladrey November 2009 - September 2011
McGladrey & Pullen January 2008 - April 2008
Skills
Manufacturing, Retail, Accounting, Auditing, GAAP, GASB, Analysis, Employee Benefits, Wholesale, Industrial Sector, Business Services, CPA, Security, Financial Variance..., LIFO, Internal Controls, SEC filings, Sarbanes-Oxley Act
Education
Appalachian State University 2008 — 2009
Masters, Accounting
Appalachian State University 2004 — 2008
BS, Accounting
Geneva College July 2010 - Present
Dordt College August 1999 - July 2010
Geneva College August 1995 - August 1999
Roberts Wesleyan College August 1992 - August 1995
McGrath Automotive Group November 1990 - August 1992
McGladrey & Pullen June 1984 - November 1990
Skills
Certified Management..., Certified Public..., Certified Cash Manager..., Chartered Global..., Teaching, Event Planning, Leadership Development, University Teaching, Non-profits, Microsoft Office, CPA, PowerPoint, Microsoft Excel, Coaching, Curriculum Development, Adult Education, Curriculum Design, Nonprofits, Microsoft Word, Student Development, College Teaching, Conflict Resolution, Program Development, Editing, Statistics, System Administration, Grant Writing, Social Media, Staff Development, Team Leadership, Student Affairs, Team Building, Community Outreach, Data Analysis, Organizational..., Fundraising, Critical Thinking, Leadership, Instructional Design, Volunteer Management, Qualitative Research, Distance Learning, E-Learning, Career Counseling, Academic Advising, Admissions, Classroom, Training
Education
Anderson University 2003 — 2009
DBA, Finance
University of Iowa 1982 — 1984
MBA, Finance
Dordt College 1978 — 1982
AB, Accounting
Geneva College
Northern Trust Corporation May 2015 - Present
Northern Trust September 2012 - April 2015
McGladrey & Pullen September 2008 - August 2012
Skills
GAAP, CPA, Financial Reporting, Internal Controls, Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, Financial Accounting, Tax, Assurance, Financial Analysis, Financial Statements, External Audit, Income Tax, Tax Preparation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
Masters of Accountancy, Accounting
Augustana College 2003 — 2007
Bachelor of Arts, Business & Accounting
DataXu April 2015 - Present
DataXu November 2013 - April 2015
Braintree Laboratories December 2012 - November 2013
McGladrey October 2011 - December 2012
McGladrey November 2009 - October 2011
McGladrey & Pullen June 2008 - August 2008
Skills
Auditing, CPA, Accounting, US GAAP, Assurance, GAAP, Internal Controls, Financial Statements, Revenue Recognition, General Ledger, Financial Accounting, Financial Reporting, SEC filings, Sarbanes-Oxley Act, External Audit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2013
Master of Business Administration (MBA), Accounting
Boston College 2005 — 2009
Bachelor's, Accounting, Economics
Michael S. Wallin, P.C. 1988 - Present
Blatt Kleinbaum Summerfield & Kelner 1997 - 1999
McGladrey & Pullen 1981 - 1984
Skills
Business Tax Planning, Accounting, Small Business, QuickBooks, Mergers, Financial Statements, Partnership Taxation, Business Acquisition, Tax, Compilation Of..., Personal Tax Planning, reviews, Business Planning, Management, Business Valuation, Financial Analysis, Cash Flow, Managerial Finance, Due Diligence, Agreed Upon Procedures, Professional Athletes..., Retail, Forecasting, Mergers & Acquisitions, IRS, Corporate Tax, CPA, Tax Preparation, Income Tax, Financial Planners, Tax Returns, Financial Reporting, GAAP, Financial Accounting, Tax Research, Auditing, S Corporations, General Ledger, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Payroll, Account Reconciliation
Education
Bethel University 1995 — 1997
B.A., Business
Anoka Ramsey Community College 1976 — 1978
A.A., Accounting
Starwood Capital Group November 2014 - Present
Conifer Financial Services March 2013 - October 2014
Marsh & McLennan Companies, Inc. September 2011 - March 2013
Ernst & Young November 2010 - August 2011
McGladrey & Pullen September 2008 - November 2010
Skills
Auditing, Private Equity, Internal Audit, Hedge Funds, Fund Of Funds, Internal Controls, Accounting, CPA, Financial Reporting, Financial Accounting, US GAAP, Financial Statements
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Accounting
Bemis Company, Inc. December 2014 - Present
Schafer Corporation November 2012 - November 2014
iProspect July 2011 - November 2012
McGladrey & Pullen October 2008 - July 2011
Skills
Revenue Recognition, Financial Accounting, US GAAP, GAAP, CPA, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Auditing, Cost Accounting, Sarbanes-Oxley, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
Masters, Accountancy
Bentley University 2004 — 2008
Bachelor, Corporate Finance & Accounting
Eby-Brown 2011 - Present
Synovate 2010 - 2011
Human Resource Management Systems, LLC 2001 - 2009
Benedictine University 2007 - 2007
APAC Customer Services 1998 - 2001
APAC Customer Services 1995 - 1998
McGladrey & Pullen 1988 - 1995
Skills
Employee Benefits, Personnel Management, HR Consulting, Strategy, Coaching, Leadership Development, Leadership, Change Management, Management
Education
St. Ambrose University 1988 — 1992
MBA, Business Administration and Management, General
Western Illinois University 1971 — 1975
BS, Political Science and Government
Benedictine University
Suffolk Construction December 2013 - Present
Suffolk Construction August 2013 - November 2013
Ameresco December 2011 - August 2013
Babson College October 2011 - December 2011
McGladrey & Pullen June 2011 - August 2011
Babson College June 2010 - August 2010
Operation P.E.A.C.E February 2009 - May 2009
Chatham Bars Inn June 2008 - August 2008
Skills
Microsoft Dynamics SL, Cash Management, Microsoft Excel, Journal Entries, Account Reconciliation, Bank Reconciliation, SOX Compliancy, Project Accounting
Education
Babson College 2009 — 2011
Bachelor of Science, Planning, Analysis, and Control, Cum Laude
Boston University 2008 — 2009
Psychology
Tabor Academy 2004 — 2008
Baker Tilly Virchow Krause, LLP August 2012 - Present
Baker Tilly Virchow Krause, LLP August 2010 - August 2012
McGladrey & Pullen September 2006 - June 2010
McGladrey & Pullen September 2004 - September 2006
McGladrey & Pullen September 2001 - September 2004
McGladrey & Pullen September 1999 - September 2001
Education
Bethel University 1995 — 2001
Business, Finance and Accounting
Fortress Investment Group November 2014 - Present
McGladrey October 2013 - November 2014
McGladrey October 2011 - October 2013
McGladrey & Pullen October 2009 - October 2011
Charles B. Wang Community Health Center July 2009 - August 2009
Binghamton University-Glenn G Bartle Library September 2006 - May 2009
Skills
CPA, Auditing, Accounting, Financial Reporting, External Audit, Financial Statements, Assurance
Education
Binghamton University 2006 — 2009
Bachelor of Science, Accounting
Binghamton University - School of Management 2005 — 2009
BS, Accounting
Northeast Arc April 2015 - Present
Save the Children US August 2012 - April 2014
The May Institute January 2006 - August 2012
Pathfinder International February 2001 - January 2006
Price Waterhouse Coopers May 2000 - February 2001
McGladrey & Pullen May 1998 - May 2000
Brookhaven at Lexington May 1996 - May 1998
McGladrey July 1990 - May 1996
CBIZ Tofias July 1987 - April 1990
Skills
Accounting, Budgeting, Financial Management, Financial Analysis and..., Managerial Finance, Financial Analysis, Budget, Financial Reporting, Non-profits, Internal Controls, Auditing, Internal Audit, Budgets, Process Improvement, Analysis, Grants, Financial Accounting, Finance, GAAP, Accounts Receivable, Cash Management, Nonprofits, Business Planning, Cash Flow, Strategic Financial..., Management, Access, Program Management, QuickBooks, Accounts Payable, Mergers & Acquisitions, Leadership, Revenue Recognition, Executive Management
Education
Suffolk University - Sawyer School of Management 2006 — 2007
EMBA, Organizational Leadership
Bentley University 1983 — 1987
BS, Accountancy
US Airways June 2012 - Present
US Airways June 2011 - May 2012
McGladrey & Pullen January 2007 - June 2011
Skills
GAAP, Accounting, Auditing, Financial Reporting, Financial Statements, Leadership, CPA, Finance
Education
Arizona State University - W. P. Carey School of Business 2002 — 2006
Bachelor's, Accountancy
Cabot Corporation September 2011 - Present
Bain Capital May 2010 - January 2012
Ernst & Young 2007 - May 2010
McGladrey & Pullen January 2007 - April 2007
Skills
US GAAP, Financial Reporting, Auditing, Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Internal Audit, External Audit, Financial Accounting, CPA, IT Audit, Big 4, Analysis, Financial Modeling, Corporate Finance, SEC filings, Corporate Tax, IFRS, Financial Statements, GAAP, Tax, General Ledger, Sarbanes-Oxley, Finance, Account Reconciliation, Revenue Recognition, Cost Accounting, Enterprise Risk..., Variance Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Masters, Accountancy
Bentley University 2002 — 2006
Bachelor of Science (BS), Accounting
Hong Kong University of Science and Technology - School of Business and Management 2005 — 2005
Lennar June 2015 - Present
Beazer Homes April 2014 - May 2015
Beazer Homes September 2011 - April 2014
McGladrey & Pullen November 2009 - September 2011
JPMC June 2009 - October 2009
Best Buy May 2006 - June 2009
McGladrey & Pullen, LLP June 2007 - July 2007
Chris Covert, CPA February 2007 - April 2007
H&R Block January 2006 - April 2006
Rent A Center April 2003 - August 2005
Skills
CPA, Planning Budgeting &..., Auditing, Accounting, Financial Accounting, Internal Controls, Finance, GAAP, Financial Analysis, Forecasting, Budgets, Financial Statements, JD Edwards, Tax, Variance Analysis, Microsoft Excel, Land Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Management, General Ledger, Hyperion Interactive...
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
BS, Accountancy
Scottsdale Community College 2006 — 2007
Apollo Group January 2013 - Present
Apollo Group February 2012 - January 2013
Apollo Group December 2009 - February 2012
Apollo Group June 2009 - December 2009
McGladrey & Pullen (Phoenix, AZ) December 2007 - April 2009
McGladrey & Pullen September 2006 - December 2007
Skills
Financial Reporting, Equities, GAAP
Education
Arizona State University - W. P. Carey School of Business 2001 — 2006
Masters and Bachelors, Accountancy and Information Systems
HAECO Americas August 2003 - Present
Guilford Mills, Inc. November 1998 - August 2003
McGladrey & Pullen September 1995 - November 1998
Skills
Process Improvement, Management, Program Management, Financial Analysis, Financial Reporting, Finance, Accounting, Auditing, Strategic Planning, Aviation, Internal Controls, GAAP, Sarbanes-Oxley Act, Mergers & Acquisitions, Aerospace, Forecasting, Financial Accounting, CPA, Budgets, General Ledger
Education
Appalachian State University 1991 — 1993
Master of Business Administration (M.B.A.), Finance
North Carolina State University 1989 — 1991
Bachelor's Degree, History
University of North Alabama 1986 — 1989
History
McGladrey & Pullen September 2005 - Present
Education
Assumption College 2001 — 2005
Premium Point Investments August 2011 - Present
McGladrey & Pullen September 2008 - August 2011
RSM McGladrey, Inc October 2006 - August 2008
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Gursey Schneider LLP April 2015 - Present
SingerLewak LLP November 2009 - March 2015
McGladrey & Pullen November 2007 - November 2009
Meloni Hribal Tratner 2001 - 2007
Skills
Accounting, Auditing, GAAP, US GAAP, Internal Controls, CPA, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Financial Accounting, Tax, Financial Analysis
Education
Abilene Christian University 1992 — 1996
BBA, Accounting
City of Brooklyn Park September 1991 - Present
McGladrey & Pullen 1985 - 1991
Northern Michigan University 1983 - 1985
Skills
Community Engagement, Team Building, Leadership Development, Microsoft Office, Strategic Planning, Public Relations, Training, Social Media, Business Analysis, Budgets, Local Government, Community Outreach, Contract Negotiation, Volunteer Management, Sales, Marketing Strategy, Microsoft Excel, Fundraising, Recruiting, Team Leadership, Program Management, Leadership, Customer Service, Management, Policy
Education
Bethel University 1989 — 1991
B.A., Organizational Studies
Northern Michigan University 1981 — 1983
AA, Business
Northern Michigan University 1980 — 1983
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations
Marquette Senior High School 1979 — 1981
Diploma
HSBC Bank Israel February 2011 - Present
McGladrey & Pullen January 2007 - February 2011
Skills
Tax
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Fairchild Semiconductor May 2014 - Present
Fairchild Semiconductor December 2013 - May 2014
Aricent Group September 2010 - September 2013
Osteotech January 2009 - September 2010
Catalent Pharma Solutions September 2005 - January 2009
Riverwoods at Exeter April 2004 - September 2005
Hancock Natural Resource Group June 2001 - March 2004
Benchmark Assisted Living December 1999 - May 2001
PricewaterhouseCoopers June 1998 - November 1999
McGladrey & Pullen January 1996 - June 1998
Skills
Financial Reporting, SAP, JD Edwards, Process Improvement, HFM, Project Management, Forecasting, CPA, Sarbanes-Oxley Act, Monthly Close, Internal Financial..., Software Implementation, Consolidation, Foreign Exchange, Software Implementation..., MBA, Corporate Finance, Financial Accounting, Streamlining Of...
Education
Suffolk University - Sawyer School of Management 2001 — 2004
Masters, Business Administration
Bentley University 1990 — 1994
Bachelor of Science, Accounting
Newton North High School 1986 — 1990
First Data Corporation January 2008 - Present
First Data Commercial Services September 2005 - December 2007
PricewaterhouseCoopers September 2004 - September 2005
McGladrey & Pullen January 2001 - September 2004
Education
Bentley University 1998 — 2004
BS, Accounting, Law Minor
ME Global June 2011 - Present
McGladrey & Pullen June 2003 - June 2011
Skills
GAAP, Financial Reporting, Auditing, Internal Controls, Accounting, CPA, Financial Analysis, General Ledger, Financial Accounting, US GAAP
Education
Augustana College 1998 — 2003
McAllister HR Consulting April 2014 - Present
Affinity HR Group, LLC April 2014 - Present
McAllister Renovation & Design May 2010 - Present
RSM McGladrey May 2007 - May 2010
McGladrey & Pullen May 2007 - May 2010
Oasis Outsourcing February 2000 - March 2007
Oasis Outsourcing 1999 - 2007
Skills
Human Resources, Benefits Administration, HR Consulting, Employee Benefits, Employee Relations, Payroll, HRIS, Recruiting, Leadership, Management, Performance Management, Talent Management
Education
Florida Atlantic University 1997 — 1999
MBA, Business Administration
Auburn University 1987 — 1991
BA, Psychology
Palm Beach Gardens High 1983 — 1987
general studies
Jones Lang LaSalle September 2009 - Present
Ernst & Young August 2008 - April 2009
McGladrey & Pullen April 2007 - August 2008
Bank of America August 2002 - March 2007
Arthur Andersen LLP December 1999 - April 2002
Skills
Financial Risk, Facilities Management, Finance, Financial Reporting, Management, Auditing, CPA, Forecasting, Corporate Real Estate, Budgets, Vendor Management, Financial Analysis, Due Diligence, Accounting, Assurance, Contract Negotiation, Real Estate, Internal Controls, Property Management, Financial Modeling, Sarbanes-Oxley Act, Contract Management, Leases
Education
Appalachian State University 1997 — 1998
Master of Science, Accounting
Appalachian State University 1992 — 1997
BS, Criminal Justice
McGladrey October 2010 - Present
McGladrey October 2009 - September 2010
McGladrey & Pullen September 2007 - October 2009
McGladrey & Pullen September 2005 - August 2007
Skills
Audit, Auditing, Accounting, Assurance, CPA, Member of AICPA, US GAAP, Financial Reporting, Manufacturing, Audits of Employee..., GAAP, Financial Statements, External Audit, Financial Accounting, Financial Analysis, Internal Controls, Revenue Recognition
Education
Bethel College 2001 — 2005
BA, Accounting
The Noble Network of Charter Schools February 2015 - Present
BarcodesInc May 2011 - February 2015
Gimbel Abrams & Singer August 2008 - April 2009
McGladrey & Pullen August 2006 - July 2008
Wright Griffin Davis and Co. October 2001 - August 2006
Skills
Accounting, GAAP, Process Improvement, Auditing, Finance, Financial Reporting, Internal Controls, Financial Accounting, General Ledger, US GAAP, Public Speaking, Financial Statements, Microsoft Excel
Education
Adrian College 1995 — 2001
BBA, Accountancy
McGladrey & Pullen 2008 - Present
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Deloitte September 2015 - Present
Deloitte September 2012 - Present
Deloitte & Touche November 2010 - September 2012
McGladrey & Pullen September 2006 - November 2010
Promotional Development, Inc 2004 - 2006
Skills
Auditing, Internal Controls, GAAP, Accounting, Financial Reporting, Tax, Corporate Tax, CPA, Financial Accounting, General Ledger, Internal Audit, Financial Analysis, Sarbanes-Oxley Act, SEC filings, US GAAP, Due Diligence, Assurance, Tax Accounting, SEC Filings, Partnership Taxation
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
DiCicco, Gulman & Company November 2012 - November 2013
Grant Thornton LLP October 2011 - November 2012
The Braver Group August 2009 - October 2011
Braver PC 2006 - 2009
Brown & Brown/UHY Advisors 2005 - 2006
McGladrey & Pullen November 2003 - August 2005
Kanter Troy Orleans and Wexler August 2002 - November 2003
Arthur Andersen, LLP June 2000 - May 2002
Skills
Auditing, Accounting, CPA, Financial Statements, GAAP, Financial Reporting, Internal Controls, S Corporations, SEC filings, Corporate Tax, General Ledger, Financial Analysis, Sarbanes-Oxley Act, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2011
MBA, Taxation/Real Estate Management
Bentley University 1994 — 1997
BS, Accounting
St. John's Prep 1990 — 1993
Collaborative Learning & Assurance Services Solutions, Inc. 2011 - Present
McGladrey & Pullen June 1990 - October 2010
Skills
CPA, Collaboration, Cross-functional Team..., Financial Reporting, Financial Analysis, Financial Accounting, Personal Development, Team Building, Team Management, Auditing, Sarbanes-Oxley, Management Consulting, Tax Accounting, Strategic Financial..., Business Planning, Start-ups, Corporate Finance, Financial Services, External Audit, Training, Budgets, Valuation, Human Resources, Finance, Restructuring, Financial Modeling, Private Equity, Investments
Education
Azusa Pacific University 2000 — 2003
Masters, Business Administration
Eastern Illinois University 1986 — 1990
2 degrees, Accounting, Finance
Versique Search & Consulting and McKinley Consulting, Inc. April 2012 - Present
Otoka Energy December 2009 - April 2012
Lakes Entertainment June 2006 - December 2009
Buffets, Inc. April 2005 - May 2006
SuperValu January 2004 - April 2005
McGladrey & Pullen 2000 - 2003
Skills
Accounting, Financial Reporting, General Ledger, Audit, Accounts Payable, Payroll, Internal Controls, Auditing
Education
Bemidji State University 1997 — 2000
B.S., Accounting
Marcum LLP 2004 - Present
McGladrey & Pullen 2003 - 2004
Samet & Company 2001 - 2003
Ercolini & Company LLP 1999 - 2001
S.B Billimoria & Co 1990 - 1997
Skills
Corporate Tax, Tax Accounting, Tax Research, Income Tax, Partnership Taxation, CPA, US GAAP, Tax Preparation, Auditing, Tax, S Corporations, GAAP, Tax Returns, US Tax, Accounting, SEC filings, Financial Reporting
Education
Bentley University 2003 — 2007
MST, TAXATION
AICPA 2001 — 2002
CPA, TAXATION
ST. JOSEPH'S COLLEGE
B.COM, Commerce
Miner's Inc Super One Foods April 2008 - Present
Cutler Magner Company July 2006 - April 2008
McGladrey & Pullen January 2000 - June 2006
Skills
GAAP, Financial Reporting, General Ledger, Internal Controls, US GAAP, Accounting, CPA, Financial Accounting, Fixed Assets, Financial Statements, Variance Analysis, Cost Accounting, Auditing, Account Reconciliation, Consolidation, Accruals, Tax, Accounts Payable, Cash Flow, Cash Management, Managerial Finance, Forecasting, Finance, Accounts Receivable, Journal Entries, Cash Flow Forecasting, Depreciation, Bank Reconciliation
Education
University of Minnesota Duluth 1998 — 1999
B.Ac., Accounting
Bemidji State University 1995 — 1997
B.S., Finance
First Marblehead July 2010 - September 2013
McGladrey & Pullen August 2007 - July 2010
Jennings, Cody & Leahy CPA January 2005 - July 2007
Education
Suffolk University - Sawyer Business School 2006 — 2007
Masters, Accounting
Bentley University 2002 — 2006
Bachelor's, Accounting, Minor: Law
Hendrick Automotive Group July 1994 - Present
McGladrey & Pullen 1991 - 1994
KPMG 1989 - 1991
Skills
Accounting, Process Improvement, Tax, Automotive, Team Building, Inventory Management, Financial Analysis, Strategic Planning, Leadership, Internal Controls, Forecasting, Financial Reporting, New Business Development, Automobile, Budgets, Management, Change Management, Profit
Education
Belmont Abbey College 1976 — 1980
BA, Education
McGladrey & Pullen
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Accounting
Bernard Robinson & Company May 2008 - June 2010
McGladrey & Pullen April 2006 - May 2008
KPMG August 2001 - May 2003
Skills
GAAP, Financial Reporting, Auditing, Accounting, US GAAP
Education
Appalachian State University 1996 — 2001
BS & MS, Accounting
Department of Youth and Community Development November 2009 - Present
McGladrey & Pullen September 2007 - March 2009
Skills
Accounting, Auditing
Education
City University of New York-Brooklyn College 2004 — 2006
BS, Accounting
City University of New York-Brooklyn College 2004 — 2006
BS, Accounting
City University of New York-Brooklyn College 2004 — 2006
BS, Accounting
Baruch College, City University of New York (CUNY)
Grainger February 2015 - Present
Grainger March 2013 - Present
W.W. Grainger April 2011 - February 2013
McGladrey & Pullen September 2006 - March 2011
Skills
Internal Controls, Acquisition Integration, Strategic Planning, Business Valuation, Financial Reporting, Finance, Internal Audit, Accounting, Auditing, Financial Analysis, Financial Accounting, GAAP, Management, CPA, Sarbanes-Oxley Act, Strategy
Education
Lake Forest Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
Augustana College 2002 — 2006
Bachelor of Science, Accounting and Finance
Avalon School of Cosmetology April 2009 - Present
Ready Mix, Inc. May 2002 - April 2010
Meadow Valley Contractors, Inc. 2002 - 2005
McGladrey & Pullen 1995 - 1999
Skills
Budgets, Strategic Planning, Financial Reporting, Financial Analysis, Internal Controls, Management, Microsoft Excel, Accounting, Customer Service, Mergers & Acquisitions, Project Management, Negotiation, Forecasting, General Ledger, Team Building
Education
Arizona State University West 1993 — 1995
Post BS, Accounting
University of Nevada Las Vegas Lee Business School 1988 — 1993
BS, Finance
Endurance International Group April 2013 - Present
Aspen Technology March 2010 - April 2013
McGladrey & Pullen August 2007 - April 2009
Mazu Networks October 2006 - May 2007
Skills
Accounting, US GAAP, Financial Reporting, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master's, Accounting
Bentley University 2003 — 2007
Bachelor's, Accounting
City of Waxahachie January 2010 - Present
City of Waxahachie August 2009 - March 2011
McGladrey & Pullen January 2005 - June 2007
Education
Baylor University 1999 — 2005
MAcc, Accounting
Baylor University - Hankamer School of Business 1999 — 2004
MAcc, Accounting
HeartWare Inc January 2015 - Present
Vittum Financial Group February 2004 - Present
Euro-Pro September 2010 - January 2015
Suffolk Construction July 2007 - 2010
Monitor Company Group LP 2004 - 2007
McGladrey & Pullen 1999 - 2004
Ernst & Young 1998 - 1999
Skills
Management Consulting, Financial Reporting, Manufacturing, Financial Analysis, Accounting, Tax Research, Tax, Microsoft Word, Auditing, Internal Controls, Strategy, Business Strategy, Start-ups, Financial Accounting, Mergers & Acquisitions, Forecasting, Sarbanes-Oxley Act, GAAP, US GAAP, CPA, Strategic Planning, Budgets, Due Diligence, SEC filings, Internal Audit, Financial Modeling, Process Improvement, Analysis, Business Planning, Restructuring, Strategic Financial..., Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1998
Master, Personal Financial Planning
Bentley University 1993 — 1997
BS, Accounting
Morgan Stanley April 2012 - Present
McGladrey & Pullen October 2003 - November 2012
Graf Repetti & Co., LLP June 2000 - October 2003
Education
Baruch College, City University of New York (CUNY)
Bachelor, Accounting
BloodCenter of Wisconsin 2014 - Present
Vicki L. Chappell Consulting Services July 2011 - Present
AFP 2015 - 2015
AFP 2015 - 2015
George Williams College, a subsidiary of Aurora University January 2007 - August 2007
Waukesha County Technical College January 1994 - August 2000
Management Consulting Practice 1990 - 1994
Pennsylvania/Milwaukee Ballet Company January 1987 - January 1990
Deloitte January 1982 - January 1987
McGladrey & Pullen 1978 - 1982
Skills
Marketing, Fundraising, Leadership, Management Consulting, Project Management, Project Planning, Finance, Grants, Nonprofits, Strategic Planning, Budgets, Leadership Development, Volunteer Management, Program Development, Policy, Community Outreach, Program Management, Organizational...
Education
Ball State University 1973 — 1978
BS, Accounting
Bernard Robinson & Company, LLP May 2013 - Present
Dixon Hughes Goodman LLP November 2007 - May 2013
McGladrey & Pullen September 2001 - November 2007
Skills
CPA, GAAP, US GAAP, Assurance, Wrestling, Fixed Assets, Revenue Recognition, Internal Controls, Consolidation, Financial Reporting, Accounting, Variance Analysis, Account Reconciliation, Cost Accounting, QuickBooks, Finance, Management, Statutory Accounting
Education
Appalachian State University 1996 — 2001
MSA, Accounting
Appalachian State University 1996 — 2001
Southern Season October 2014 - Present
Frontier Spinning Mills September 2008 - October 2014
Dixon Hughes PLLC November 2007 - September 2008
Carol Woods Retirement Community April 2005 - November 2007
McGladrey & Pullen September 2000 - March 2005
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Analysis, Budgets, GAAP, CPA, US GAAP, General Ledger, Financial Accounting, Cash Management, Accounts Payable
Education
Appalachian State University 1995 — 2000
MS, Accounting
Center for Creative Leadership November 2011 - Present
Lincoln Financial Group August 2011 - November 2011
United Guaranty Corporation September 2006 - August 2011
Landmark Aviation April 2006 - September 2006
McGladrey & Pullen July 2004 - April 2006
Bank of Oak Ridge August 2003 - July 2004
Energizer 1993 - 2002
Skills
Internal Controls, General Ledger, OMB Circular A-133, A-122, Financial Reporting, Hyperion Planning, Hyperion HFM, Essbase, SAP, Financial Analysis, Accounting, Budget Process, Expense Management, Expense Allocation, FRx Report Designer, Epicor, Federal Grants...
Education
University of North Carolina at Greensboro 2002 — 2004
MA, Accounting
Appalachian State University 1991 — 1993
MBA, Business Administration
Appalachian State University 1984 — 1989
BS, Mathematics
Private Sector January 2014 - Present
PwC November 2010 - January 2014
McGladrey & Pullen September 2006 - April 2011
US Trust February 2006 - April 2007
Skills
Private Equity, Hedge Funds, Fund Accounting, Valuation, Auditing, Accounting, Alternative Investments, Fixed Income, Asset Management, Fund Of Funds, Financial Statements, US GAAP, Assurance, Financial Audits, Financial Services
Education
City University of New York-Baruch College 2002 — 2006
BBA, Accounting
Brown Schultz Sheridan & Fritz January 2010 - Present
McGladrey & Pullen July 2007 - January 2010
Chilton & Medley August 2004 - August 2007
Skills
Accounting, Internal Controls, Finance, Auditing, GAAP, Budgets, Management, Assurance, Mergers & Acquisitions, US GAAP, Financial Reporting, CPA, Due Diligence, Tax, Financial Analysis, Financial Accounting, Financial Statements, Tax Preparation, Corporate Tax, Tax Accounting, Income Tax, External Audit, Tax Returns, Microsoft Excel
Education
Bellarmine University 2000 — 2005
MBA, Accounting
BlueMetal Architects August 2014 - Present
Delhaize Group February 2013 - June 2014
ING October 2010 - December 2012
McGladrey & Pullen January 2009 - July 2010
McGladrey & Pullen January 2007 - December 2008
Skills
US GAAP, Financial Accounting, Internal Controls, Financial Analysis, Planning Budgeting &..., External Audit, Internal Audit, Auditing, Financial Audits, Finance, Financial Reporting
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
Master of Science, Accountancy and Information Systems
Arizona State University - W. P. Carey School of Business 2004 — 2006
Bachelor of Science, Accountancy
2002 — 2004
Candidatures, Sciences économiques et de gestion
McGladrey November 2011 - Present
McGladrey & Pullen 2009 - 2009
Education
Binghamton University 2006 — 2011
University of Advancing Technology April 2014 - Present
University of Advancing Technology April 2013 - Present
Wildflower Bread Company May 2011 - April 2013
Southwest Network January 2010 - May 2011
eTelecare Global Solutions October 2008 - January 2010
McGladrey & Pullen June 2007 - October 2008
McGladrey & Pullen September 2006 - June 2007
McGladrey & Pullen July 2005 - September 2006
Barry and Moore, PC January 2003 - July 2005
Skills
GAAP, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, SEC filings, US GAAP, Revenue Recognition, Sarbanes-Oxley, Consolidation, Financial Statements, Internal Controls, General Ledger, Auditing, CPA
Education
Arizona State University 1999 — 2002
BS, Accountancy & Computer Information Systems
Brede Exposition Services, Casey & Hayes, Collin Box & Supply Co, Casey Brothers November 2010 - Present
Moody, Famiglietti & Andronico, LLP September 2010 - November 2010
McGladrey & Pullen December 2005 - September 2010
Skills
Internal Controls, Revenue Recognition, CPA, Accounting, Auditing, Cash Flow, Financial Reporting, GAAP, General Ledger, Income Tax, Payroll, QuickBooks, SEC filings, Tax, Tax Accounting, Tax Research, US GAAP
Education
Bentley University 2005 — 2006
MBA, Accounting Systems
Bentley University 2001 — 2005
Master of Business Administration (M.B.A.), Corporate Finance and Accounting
Iconix Brand Group January 2012 - Present
Apollo Group January 2010 - September 2011
Discovery Land Company June 2007 - May 2009
McGladrey & Pullen January 2005 - August 2006
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Modeling, GAAP, Sarbanes-Oxley Act, SEC filings, US GAAP
Education
Arizona State University 2001 — 2004
B.S., Accountancy
Vapotherm April 2015 - Present
Vapotherm June 2013 - April 2015
Lazarus House Ministries, Inc. July 2012 - June 2013
Puma December 2011 - July 2012
Salient Surgical Technologies, Inc. February 2008 - December 2011
Graphic Packaging International August 2007 - February 2008
Baker Newman Noyes November 2006 - August 2007
McGladrey & Pullen December 2003 - November 2006
Corporate Enviromental Advisors, Inc. 1998 - 1999
Skills
Financial Reporting, Internal Controls, US GAAP, Accounting, Revenue Recognition, General Ledger, Great Plains Software, GAAP, Auditing, Variance Analysis, Account Reconciliation, Forecasting, Financial Accounting, Accounts Receivable, QuickBooks, Cash Flow, Accounts Payable, Payroll
Education
Southern New Hampshire University 2010 — 2014
Master of Business Administration (MBA), Corporate Social Responsibility
Assumption College 1998 — 2002
BA, Accounting
Katz, Sapper & Miller January 2014 - Present
K. B. Parrish & Co, LLC August 2010 - January 2015
McGladrey & Pullen August 2007 - August 2010
Skills
Corporate Tax, Financial Reporting, Auditing, GAAP, Accounting, Income Tax, Tax, Financial Accounting, Tax Accounting
Education
Ball State University 2005 — 2007
BS, Accounting
NYS HCR October 2013 - Present
Loeb & Troper March 2010 - April 2013
McGladrey & Pullen September 2007 - July 2009
RSM MCGLADREY INC April 2006 - August 2007
Eisner LLP October 2001 - March 2006
Skills
Auditing, Accounting, Financial Statements, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Balance, Microsoft Office, Spanish, Profit, Software Documentation, Retail, Database Administration, Customer Service, Marketing, Proposal Writing, Networking, Microsoft Works, Proofreading
Education
City University of New York-Hunter College 2003 — 2005
Accountant
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Information Systems/Accounting
McGladrey July 1977 - Present
McGladrey & Pullen 1984 - 2011
Skills
Accounting, Public Speaking, Auditing, CPA, Investments, Financial Analysis, Insurance, Mergers, Financial Reporting, Tax, Team Building, Strategic Planning, Estate Planning, Management Consulting, Leadership Development, Mergers & Acquisitions, GAAP, Due Diligence, Small Business, Strategic Financial..., Budgets, Risk Management, Business Planning
Education
Bethel College 1977 — 2021
Bachelor of Arts (B.A.), Accounting
SeaFreight Agencies (USA), Inc. February 2014 - Present
HBO Latin America September 2010 - February 2014
McGladrey & Pullen September 2006 - September 2010
Inktel Direct May 2003 - September 2006
Skills
US GAAP, General Ledger, Account Reconciliation, Financial Statements, Journal Entries, Preparation, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, QuickBooks, Forecasting, GAAP, External Audit, PeopleSoft, Balance Sheet, Monthly Close, Auditing, Variance Analysis, Internal Controls, Finance, Budgets, CPA, Analysis, Microsoft Excel
Education
Barry University 2003 — 2005
MBA, Accounting
Barry University 2000 — 2003
Bachelor of Science, Accounting
Freeman, Mathis and Gary, LLP April 2015 - Present
McGladrey September 2011 - April 2015
McGladrey & Pullen September 2010 - September 2011
Skills
Internal Controls, Accounts Payable, Accounting, Payroll, Financial Reporting, General Ledger, Auditing, QuickBooks, Financial Analysis, Financial Accounting, GAAP, Tax, CPA, Budgets, US GAAP, Account Reconciliation, Accounts Receivable, Cash Flow, Financial Statements, Tax Preparation, External Audit, Managerial Finance, Assurance, Financial Audits, Variance Analysis, Forecasting
Education
Arizona State University 1990 — 1993
B SC, Environmental Resources in Agriculture
Del Taco LLC 2015 - Present
Jack in the Box January 2013 - February 2015
KPMG 2011 - January 2013
McGladrey & Pullen 2007 - 2010
Skills
SEC filings, US GAAP, GAAP, Microsoft Excel, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Accounting, Internal Audit
Education
Azusa Pacific University 2003 — 2006
International Business, International Business
Azusa Pacific University 2003 — 2006
Bachelor's degree, International Business
Belfint, Lyons & Shuman, P.A. 2005 - Present
McGladrey & Pullen 2003 - 2005
Skills
Estate Tax Planning, Tax Preparation, Tax Advisory, Estate Planning, Strategic Financial..., Trusts
Education
Virginia Commonwealth University 2000 — 2001
Financial Planning Certificate, Financial Planning
Bentley University 1982 — 1986
Bachelor of Science Degree in Accounting, Accounting
Tremont Credit Union May 2014 - Present
CPCU Credit Union September 2004 - April 2014
McGladrey & Pullen 2000 - 2003
Skills
Auditing, Financial Analysis, Operations Management, Budgets, Risk Management, Accounting, Banking, Leadership, Team Building, Tax, Financial Reporting, Finance, Analysis, Management, Strategy, Process Improvement, Strategic Planning, Financial Modeling
Education
Suffolk University - Sawyer Business School 1997 — 2000
MBA, Law and Taxation
Bentley University 1986 — 1990
BS, Accountancy
Starwood Hotels & Resorts Worldwide, Inc. September 2015 - Present
McGladrey & Pullen November 2010 - September 2015
Honeywell May 2009 - May 2010
Epps CPA Consulting PLLC 2010 - 2010
Skills
Yellow Book Certified, US GAAP, Accounting, GAAP, Internal Controls, Financial Accounting, Financial Reporting, Auditing, Financial Analysis, Financial Statements, General Ledger, Account Reconciliation, Finance, External Audit, CPA, Sarbanes-Oxley Act
Education
Arizona State University - W. P. Carey School of Business 2009 — 2010
Masters, Accounting
University of Arizona, Eller College of Management 2005 — 2009
Bachlors of Science in Business Administration, Accounting
Calumet Specialty January 2013 - Present
Calumet Specialty Products Partners, L.P. March 2009 - December 2012
Calumet Specialty April 2007 - March 2009
McGladrey & Pullen January 2006 - March 2006
Education
Ball State University 2002 — 2006
Bachelor of Science, Business-Accounting
JPMorgan Chase August 2011 - Present
McGladrey & Pullen November 2008 - August 2011
Siguler Guff & Company July 2007 - October 2008
Condon O'Meara McGinty & Donnelly LLP January 2005 - July 2007
Skills
Fund Accounting, Auditing, Financial Reporting, Internal Controls, US GAAP, GAAP, Accounting, Financial Statements, Private Equity, SEC filings, CPA
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
Bronx High School of Science 1996 — 2000
Tishman Speyer May 2012 - Present
McGladrey & Pullen November 2009 - May 2012
American International Group, Inc. September 2006 - July 2007
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Goldman Sachs July 2014 - Present
Ernst & Young September 2011 - July 2014
McGladrey & Pullen September 2008 - August 2011
Skills
CPA, Internal Controls, US GAAP, GAAP, Auditing, Financial Reporting, SEC filings, Accounting, Sarbanes-Oxley Act, Financial Accounting, Tax, Corporate Tax, External Audit, Financial Analysis, Internal Audit, Financial Audits, Big 4, Tax Accounting, Financial Statements, Tax Preparation, General Ledger
Education
City University of New York-Baruch College 2003 — 2008
Bachelor of Business Administration (BBA), Accounting
Wells Fargo November 2011 - Present
Wells Fargo Bank, N.A. October 2002 - November 2011
Smith Schafer & Associates 1996 - 2002
Access Cash Int'l 1995 - 1996
McGladrey & Pullen 1989 - 1995
Skills
Credit, Commercial Banking, Credit Analysis, Loans
Education
Augsburg College 1985 — 1986
Accounting Major
Wartburg College 1978 — 1982
BA, Business Admin & Economics
DR Horton July 2011 - Present
McGladrey January 2010 - June 2011
McGladrey & Pullen August 2007 - December 2009
Personal Finances September 2006 - July 2007
Abilene Christian University April 2005 - July 2007
Skills
Auditing, Accounts Receivable, Internal Audit, Accounting, Financial Statements, Accounts Payable, Account Reconciliation
Education
Abilene Christian University 2006 — 2007
Masters, Accounting
Abilene Christian University 2002 — 2006
BBA, Accounting
Birdville High School 1999 — 2002
HS Diploma
Renaissance Technologies LLC September 2011 - Present
McGladrey & Pullen November 2007 - September 2011
Skills
Financial Reporting, Accounting, Financial Accounting, Financial Modeling, Financial Analysis, General Ledger, Corporate Finance, Auditing
Education
Baruch College, City University of New York (CUNY) 2004 — 2009
Masters, Finance/ Accounting
McGladrey & Pullen
Skills
Financial Analysis, Auditing, Financial Reporting, GAAP, CPA, US GAAP, Accounting, External Audit, Financial Accounting
Education
Appalachian State University
Accounting
World Fuel Services February 2012 - Present
Burger King Corporation August 2011 - February 2012
Burger King Corporation June 2009 - April 2011
Burger King Corporation May 2008 - May 2009
Burger King Corporation April 2007 - May 2008
Burger King Corporation August 2005 - April 2007
McGladrey & Pullen August 2004 - May 2005
Northern Trust November 1999 - August 2004
TIAA-CREF May 1993 - September 1999
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Forecasting, Auditing, Finance, Internal Controls, Franchising, Financial Modeling, Accounts Payable, Account Reconciliation, Internal Audit, Budgets, Project Planning, SAP, Tax, Cash Management, Accounts Receivable, Process Improvement, Financial Statements, Analysis, Payroll, Hyperion Enterprise, Sarbanes-Oxley, General Ledger, Financial Reporting, US GAAP, Income Statement, Variance Analysis, GAAP, Cash Flow, Consolidation, Business Process, Corporate Tax, Mergers & Acquisitions, P
Education
Florida International University 2004 — 2005
Executive Masters of Science in Taxation, Tax
Baruch College 1994 — 1997
Bachelors, Business Operations Management
BlumShapiro February 2010 - Present
McGladrey & Pullen December 2004 - May 2009
Ann Taylor Retail June 2002 - December 2004
Deloitte & Touche January 2000 - June 2002
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
MST, Taxation
Quinnipiac University 1996 — 1999
BS, Accounting
God's Garden Treasures LLC September 2014 - Present
McGladrey & Pullen September 2007 - June 2008
Arizona State University August 2006 - May 2007
TVS Motor Company June 2002 - June 2004
TVS Motor Company June 2002 - June 2004
Education
Arizona State University - W. P. Carey School of Business 2006 — 2007
MAIS, Project management, Auditing, Tax, Information systems
W. P. Carey School of Business
Masters, Accountancy and Information Systems
Mount Carmel college, India 2001 — 2003
MBA, Human resources and Marketing
Mt. Carmel Institute of Management
Masters, Business Administration-HR &Marketing
Stella Maris College
Bachelors, Commerce
City of South Bend October 1993 - Present
LL Geans Construction 1992 - 1993
Christine A Lauber, CPAs 1991 - 1992
McGladrey & Pullen 1989 - 1991
State of Indiana/State Board of Tax Commissioners 1987 - 1989
Skills
General Ledger, Accounting, Financial Analysis, Financial Reporting, Accounts Payable, Finance, Government, Budgets, Forecasting, Policy, Accounts Receivable, Payroll
Education
Ball State University - College of Business 1983 — 1987
Bachelor of Science, Accounting
River Landing at Sandy Ridge 2005 - Present
Presbyterian Homes, Inc 2000 - 2005
McGladrey & Pullen 1994 - 2000
Education
Appalachian State University 1990 — 1994
Accounting