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
McGladrey LLP January 2006 - Present
McGladrey & Pullen 2006 - Present
Northwest Airlines 1994 - 2005
Skills
Microsoft Office, Accounts Payable, Accounting, Microsoft Word, Travel Planning, Executive Calendar..., Proofreading, Teamwork, Easily Adaptable, Learn New Software..., Administrative..., Outlook, PowerPoint, Microsoft Excel, Salesforce.com, Marketing Research
Education
South Dakota State University
Associate Degree, Secretarial Science
South Dakota State University, Brookings SD
Centene Corporation July 2013 - Present
Clayton Tamm Community Association March 2011 - December 2013
Saint Louis University April 2010 - July 2013
McGladrey & Pullen September 2007 - April 2010
Skills
Accounting, Auditing, Financial Reporting, Microsoft Word, CPA, Financial Statements, Accounts Receivable, Microsoft Excel, Corporate Tax, General Ledger, Valuation, Account Reconciliation, Fixed Assets, Finance, Forecasting, Income Tax, GAAP, Assurance, Mergers, Internal Audit, Financial Modeling, US GAAP, SEC filings, Budgets, External Audit, Sarbanes-Oxley Act, Accounts Payable, Financial Accounting, Corporate Finance, Internal Controls, Financial Analysis, Due Diligence, Revenue Recognition, Tax, Variance Analysis, QuickBooks
Education
Saint Louis University 2010 — 2013
Master of Business Administration (M.B.A.)
Saint Louis University 2003 — 2007
BS in Accounting & Marketing, Accounting and Marketing
Fitbit April 2013 - Present
Pattern Energy January 2013 - April 2013
SendMe, Inc. July 2011 - November 2012
Presidio Trust March 2011 - June 2011
Thomas Weisel Partners August 2009 - September 2010
UHY Advisors, LLC October 2007 - December 2008
Maletta & Company, CPAs September 2003 - October 2007
McGladrey & Pullen August 2001 - April 2003
Skills
GAAP, Financial Reporting, Accounting, Auditing, Financial Analysis, Internal Controls, SEC filings, Microsoft Excel, Revenue Recognition, QuickBooks
Education
Quinnipiac University - School of Business 1999 — 2001
Bachelors of Science, Accounting
University of Vermont 1996 — 1998
N/A, Environmental Science
CohnReznick LLP July 2014 - Present
CohnReznick LLP December 2012 - Present
Frendel Brown & Weissman January 2010 - December 2012
930 Capital/JFI August 2009 - December 2009
McGladrey & Pullen September 2007 - July 2009
Ayco: A Goldman Sachs Company January 2007 - June 2007
KPMG June 2006 - December 2006
Skills
Auditing, Accounting, Financial Accounting, CPA, Accruals, Tax Preparation, External Audit, US GAAP, QuickBooks, Caseware, Team Leadership, Analysis, Analytics, Corporate Tax, IFRS, Fair Value, Audits of Employee..., Fixed Asset Depreciation, Deferred Revenue
Education
Siena College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Siena College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Harkinson Investment Corporation September 2014 - Present
Maverick Capital January 2013 - August 2014
Maverick Capital November 2009 - December 2012
Centex Corporation January 2009 - November 2009
Centex Corporation April 2007 - January 2009
McGladrey & Pullen October 2005 - April 2007
Skills
Accounting, Auditing, General Ledger, CPA, Financial Reporting, Financial Analysis, Internal Controls, GAAP, Sarbanes-Oxley Act, Consolidation, Variance Analysis, Financial Accounting, Account Reconciliation, SEC filings, US GAAP, Finance
Education
The University of Texas at Dallas 2004 — 2005
MSA, Accounting
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelors, Finance
Vista360 December 2013 - February 2014
M&I, a part of BMO Financial Group December 2009 - January 2013
GreaterWorks Missions September 2008 - July 2009
McGladrey & Pullen September 2006 - March 2009
Savant Capital Management May 2006 - September 2006
JACCE 2004 - 2006
Skills
Auditing, Bookkeeping, Tutoring, Online Tutoring, Mathematics, Accounting, Banking, AML/BSA, Finance, Internal Audit, External Audit, Sarbanes-Oxley Act, Cash Management, Strategic Financial..., Management, Budgets, Account Reconciliation, Financial Analysis, CPA, GAAP, Cash Flow, Financial Reporting, US GAAP, Financial Accounting, Financial Statements, Program Management, Nonprofits, Financial Audits, Internal Controls, General Ledger, Financial Risk
Education
Rockford College 2002 — 2006
B.S., Accounting and Mathematics
HHS 1998 — 2002
McGladrey October 2012 - Present
McGladrey LLP October 2011 - October 2012
McGladrey & Pullen September 2007 - September 2011
Core Compliance & Legal Services 2007 - 2007
Skills
Internal Controls, Accounting, Sarbanes-Oxley, GAAP, Auditing, SEC filings, Assurance, Financial Accounting, Financial Reporting, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Fixed Assets, QuickBooks, CPA, Financial Audits, External Audit, Consolidation, Cost Accounting, SOX 404, Training, Financial Statements, Mergers
Education
San Diego State University-California State University 2006 — 2007
Master of Science, Accountancy
Regis University 2002 — 2006
Bachelors of Arts and Sciences, Accounting, Philosophy
University of Oxford 2005 — 2005
N/A, Philosophy
Academy of Charter Schools
Chicago Search Group Inc July 2015 - Present
Randstad USA January 2015 - July 2015
Northern Trust December 2012 - January 2015
Arthur J. Gallagher & Co. July 2011 - December 2012
McGladrey & Pullen September 2007 - July 2011
United States Marine Corps December 1997 - December 2002
Skills
Auditing, Internal Audit, Financial Reporting, CPA, Internal Controls, Sarbanes-Oxley Act, US GAAP, GAAP, Training, Finance, Accounting, Enterprise Risk..., Financial Audits, Operational Audits, Government Auditing, Financial Services..., Not-For-Profit Auditing, Risk Assessment, Networking, Coaching, Job Matching, Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Office, Recruiting, Process Improvement, Leadership, Management, Financial Statements
Education
University of Illinois at Chicago 2005 — 2007
Bachelor of Science (BS), Accounting
Oakton Community College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
CohnReznick LLP October 2012 - Present
J.H. Cohn LLP February 2001 - September 2012
Rudolf Cinnamon & Calafato, PC 1988 - 2000
McGladrey & Pullen 1980 - 1988
Skills
Auditing, Strategic Leadership, Team Effectiveness, Business Acumen, People Development, Audit Reports, Auditing Standards, Audit Committee, GAAP, Consolidated Financial..., Analytical Review, Accounting Standards
Education
Seton Hall University 1976 — 1980
BSBA, Accounting
Burr Oak Group, Inc. October 2010 - Present
Barton Walter & Krier, LLC August 2009 - September 2010
UnitedHealth Group August 2008 - February 2009
Lurie Besikof Lapidus 2002 - 2008
McGladrey & Pullen 2000 - 2002
Skills
Auditing, Accounting, Leadership, Internal Controls, Financial Accounting, Finance, Financial Forecasting, Budgets, Insurance, Financial Statements, Forecasting, Variance Analysis, Process Improvement, Tax Preparation
Education
University of Northern Iowa 1997 — 2000
BA, Accounting
South Dakota State University 1996 — 1997
BDO USA, LLP 2013 - Present
Elite Network 2013 - 2013
Parker and Lynch 2011 - 2013
Coverity 2010 - 2011
McGladrey & Pullen 2008 - 2010
KPMG 2006 - 2008
PricewaterhouseCoopers 2005 - 2006
PwC March 2005 - June 2005
Skills
Corporate Finance, Public Sector Accounting, SEC filings, Business Development, SOX 404, Financial Recruiting, Financial Accounting, Corporate Recruiting, Revenue Recognition, Revenue Analysis, Financial Modeling, Financial Reporting, Financial Analysis, Auditing, Excel models, Finance, Sarbanes-Oxley, Variance Analysis, Sarbanes-Oxley Act, Accounting, Internal Controls
Education
Santa Clara University - Leavey School of Business 2006 — 2006
Accounting
Seattle University 2001 — 2005
BA, Marketing and Economics
Self-employed consultant (Tax) January 2014 - Present
CCH Incorporated January 2001 - Present
Indiana University August 1998 - May 2014
McGladrey & Pullen 1987 - 2012
Harcourt Brace Jovanovich 1987 - 2001
Ohio University January 1996 - June 1998
University of Illinois at Urbana-Champaign August 1978 - August 1994
Ernst & Young 1990 - 1991
Skills
Writing, Tax, Accounting, Editing, Microsoft Office, Subchapter S..., Publishing, Tax Preparation, Teaching, Analysis, Financial Accounting, Partnership Taxation, Income Tax, Research, Microsoft Excel, Corporate Tax, Public Speaking, Auditing, S Corporations, Leadership, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1975 — 1980
PhD, Accounting
Portland State University - School of Business 1971 — 1972
MBA, Business
DePauw University 1963 — 1968
BA, Economics
Walla Walla High School 1960 — 1963
Stanley Black & Decker, Inc. January 2015 - Present
Stanley Black & Decker, Inc. August 2014 - Present
Stanley Black & Decker , Inc. June 2012 - August 2014
McGladrey & Pullen November 2009 - September 2012
Perdue Farms January 2009 - May 2009
McGladrey May 2008 - August 2008
Skills
Internal Controls, Financial Reporting, Accounting, GAAP, Auditing, Financial Accounting, Financial Statements, Revenue Recognition, Financial Analysis, US GAAP, General Ledger, QuickBooks, CPA, Finance, Cost Accounting, Sarbanes-Oxley Act, Financial Planning
Education
Salisbury University 2006 — 2009
Bachelor's degree, Accounting
Salisbury University 2006 — 2009
Bachelor's degree, Corporate Finance
Epstein + Nach LLC September 2014 - Present
20-20 Services LLC 2012 - Present
Valens Credit June 2014 - Present
Roosevelt University 2009 - August 2014
SkillSmart LLC April 2007 - August 2014
John Wiley and Sons 2000 - 2010
AuditWatch, Inc. 2007 - 2009
McGladrey & Pullen 2006 - 2007
Altschuler, Melvoin & Glasser LLP January 2000 - November 2006
American Express Tax & Business Services, Inc. 1997 - 2005
Skills
Keynote Speaker, Conference Presenter, Technical Consultant, Author, Facilitator, Litigation and...
Education
Northwestern University 2011 — 2011
Mediation Training Certificate, School of Continuing Studies; Mediation and Dispute Resolution
Roosevelt University 1972 — 1976
BSBA with Honors, Accounting
Mather High School
Keller Williams April 2012 - Present
Coldwell Banker Previews International May 2010 - April 2012
McGladrey & Pullen January 2008 - August 2009
McGladrey & Pullen 2007 - 2009
USC Marshall School of Business September 2005 - December 2007
McGladrey & Pullen June 2007 - August 2007
Castle View Retirement Center June 2003 - December 2006
Richards, Watson & Gershon May 2006 - August 2006
Lions Gate Films January 2006 - April 2006
Skills
Finance, Real Estate, Accounting, Auditing, Financial Analysis, Valuation, Management, Internal Controls, Financial Statements, CPA, Financial Reporting, Due Diligence, Tax, Sarbanes-Oxley Act, GAAP
Education
University of Southern California 2005 — 2007
accounting
University of Southern California - Marshall School of Business 2005 — 2007
Science of Accounting, Accounting
Pasadena City College 2002 — 2005
General Education
Access to Independence of San Diego, Inc. August 2013 - Present
McGladrey & Pullen June 2008 - June 2012
Sentry Management Inc. 2005 - 2006
United States Marine Corps 1995 - 2003
Skills
Internal Controls, Auditing, Accounting, Financial Reporting, QuickBooks, GAAP, SEC filings, US GAAP, Financial Accounting, CPA, Sarbanes-Oxley Act, External Audit, Financial Statements, Assurance, Tax Preparation
Education
University of Central Florida - College of Business Administration 2006 — 2009
B.S.B.A, Accounting
Seminole Community College 2004 — 2006
Associate of Arts (AA), Accounting
WrestlingGear.Com, Ltd August 1998 - Present
Pape Financial Services, Inc. March 1997 - August 2003
McGladrey & Pullen September 1995 - August 2003
Merisant 2000 - 2003
Baum Realty Group February 1995 - August 1995
Skills
E-commerce, QuickBooks, Accounting for Small..., Accounting, Financial Analysis, Marketing, Marketing Strategy, Entrepreneurship, Retail, Coaching, Analytics, Management, Small Business, Sales, Strategic Planning, SEO, Public Speaking, Advertising, Leadership, Start-ups, Facebook, Project Management, Team Building, Account Management
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Operations and Marketing
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Accountancy
Universidad de Sevilla 1993 — 1993
Language and Society
East Leyden High School 1986 — 1990
Diploma, High School
Apple September 2014 - Present
One Equity Partners June 2012 - August 2014
JP Morgan January 2009 - June 2012
McGladrey & Pullen January 2007 - November 2008
Motorola May 2005 - August 2005
Motorola May 2004 - August 2004
Skills
Financial Modeling, Valuation, Private Equity, Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Cross-functional Team..., CPA, GAAP, Business Valuation, Cash Flow, Business Strategy, Investments, Finance, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance, Strategy & Management, Entrepreneurship & Innovation
University of Wisconsin-Madison - School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
American School of Dubai 1999 — 2002
BDO USA, LLP December 2013 - Present
Krais Tax Consulting, LLC 2009 - May 2013
Buchbinder Tunick & Company LLP January 2011 - May 2011
McGladrey & Pullen September 2006 - February 2009
RSM McGladrey, Inc January 2005 - September 2006
Skills
Bookkeeping, Financial Analysis, QuickBooks, Account Reconciliation, Variance Analysis, Cash Flow, Tax Accounting, Partnership Tax Returns, Corporate Tax, Financial Statements, Performance Reviews, Compilation, Auditing, Partnership Taxation
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Accaounting and Finance
Dunbar, Bender & Zapf, Inc. July 1995 - Present
McGladrey & Pullen 1991 - 1995
Towers Perrin 1987 - 1990
Skills
retirement plan..., ERISA, Disability Insurance, Retirement Planning, Defined Benefit, Employee Benefits, Actuarial Science, Benefits Administration, 401k, Retirement Plan..., Retirement, Series 6, Defined Contribution, Qualified Retirement..., Pension Administration, Pension Funds, Profit Sharing, Pensions, Mutual Funds, COBRA, Executive Pay
Education
Penn State University 1983 — 1987
Bachelor of Science, Mathematics
West Mifflin South High School 1981 — 1983
McGladrey October 2013 - Present
Rally Software Development August 2012 - September 2013
McGladrey & Pullen January 2012 - April 2012
Young Dental Manufacturing April 2010 - May 2011
Education
University of Colorado at Boulder 2011 — 2013
Master of Science in Business Administration (MSBA), Accounting
Southern Illinois University, Edwardsville 2006 — 2010
B.S. in Accountancy
Russell Investments June 2004 - Present
McGladrey & Pullen September 1997 - May 2004
Skills
Asset Management, Hedge Funds, Accounting, Internal Controls, Asset Managment, Financial Analysis, Financial Modeling, Investments, Auditing, Portfolio Management, Equities, Bloomberg, Financial Reporting
Education
CFA Institute 2005 — 2008
CFA, Charter Financial Analyst
Washington State Board of Accountancy 1998 — 1999
CPA, Certified Public Accountant
Pacific Lutheran University 1993 — 1997
B.B.A., Accounting and Finance
Nativis Inc. October 2014 - Present
Nativis, Inc. November 2009 - Present
McGladrey & Pullen May 2008 - November 2009
KPMG August 2006 - May 2008
Tableau Software August 2005 - July 2006
Skills
Financial Reporting, Sarbanes-Oxley Act, SEC filings, Revenue Recognition, GAAP, Internal Controls, Accounting, Financial Accounting, US GAAP, Financial Analysis, Auditing, Sarbanes-Oxley, Internal Audit, Analysis, Finance
Education
Seattle Pacific University 2002 — 2006
Bachelor of Arts (BA), Accounting and Information Technology
McGladrey & Pullen August 2001 - Present
PricewaterhouseCoopers 1994 - 2001
Skills
Corporate Tax, Tax Research, Tax Preparation, Income Tax, Tax, Accounting, GAAP, Tax Accounting, CPA, SEC filings, International Tax, Tax Returns, US GAAP, Partnership Taxation, Internal Controls, Mergers & Acquisitions, Leadership, Tax Advisory, S Corporations
Education
San Diego State University-California State University 1992 — 1993
Master of Science (M.S.), Tax
San Diego State University-California State University 1989 — 1992
Bachelor of Science (B.S.), Accounting
Tectonic: insight to action April 2015 - Present
Tectonic: insight to action May 2014 - April 2015
Robert Half International February 2013 - September 2014
FLS Group, LLC October 2011 - October 2012
McGladrey & Pullen September 2010 - October 2011
Reznick Group P.C. August 2004 - June 2010
Skills
Internal Controls, Tax Credits, Financial Statements, Financial Reporting, Affordable Housing, Auditing, Account Reconciliation, CPA, Income Tax, Financial Accounting, Accounting, QuickBooks, Cash Flow, Microsoft Excel, Analysis, Accounts Receivable, GAAP
Education
Southern Illinois University, Carbondale 2002 — 2004
Masters of Accountancy, Taxation
Southern Illinois University, Carbondale 2000 — 2002
Bachelor of Science, Accounting
Quadrel Labeling Systems February 2014 - Present
TravelCenters of America May 2013 - February 2014
Vox Mobile March 2012 - April 2013
McGladrey & Pullen November 2009 - February 2012
Officer of the Auditor of State June 2008 - December 2008
Skills
Personal Income Tax..., Internal Controls, Financial Analysis, Financial Reporting, Microsoft Excel, External Audit, Wireless Expense..., Financial Accounting, Management, GAAP, Financial Audits
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Grant Thornton LLP January 2015 - Present
McGladrey October 2014 - January 2015
McGladrey October 2013 - October 2014
McGladrey August 2011 - October 2013
McGladrey & Pullen June 2011 - August 2011
Skills
Auditing, CPA, Accounting, Financial Accounting, Financial Reporting, Financial Statements, Internal Controls, Sarbanes-Oxley Act, GAAP, Microsoft Excel, Microsoft Word, Microsoft Office, SAP, US GAAP
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2007 — 2011
Bachelor of Science, Business Administration; Accounting, International Business
Ritsumeikan Asia Pacific University 2010 — 2010
APM/APS, Japanese Language, Business
Patriot Capital, LLC July 2013 - Present
Davis, Grim and Company, P.A. October 2010 - July 2013
Davis Grennan June 2008 - November 2010
McGladrey & Pullen July 2005 - June 2008
Xytrans, Inc. September 2001 - September 2004
Vestal & Wiler, CPAs September 1997 - August 2001
Coleman Research Corp June 1994 - August 1997
Skills
Auditing, CPA, Accounting, Not for Profit, Consulting, Internal Controls, GAAP, Financial Reporting, Assurance, Teaching, Financial Accounting, Internal Audit, US GAAP, Financial Analysis, Cost Accounting, Construction, General Ledger, Distributors, External Audit, Sarbanes-Oxley Act, Forensic Accounting, Cash Flow, QuickBooks, Sarbanes-Oxley, Corporate Tax, Revenue Recognition, Financial Statements, Accountants, Corporate Finance, Government Contracting, Finance, Management
Education
University of Central Florida 1995 — 1998
Masters, Accounting
Rollins College - Crummer Graduate School of Business 1991 — 1993
MBA, Finance, Marketing
University of Delaware - Lerner College of Business and Economics 1987 — 1991
BS, Economics
William Allen High School 1984 — 1987
Smith, Koelling, Dykstra & Ohm February 2015 - Present
Kiefer Bonfanti & Co. LLP February 1993 - March 2015
McGladrey & Pullen 1988 - 1992
Arthur Andersen, LLP 1987 - 1988
Skills
Tax, Estate Administration, Estate Planning, Trusts, Income Tax, Accounting, Personal Tax Planning, Gifting Strategies, Charitable Trusts, Special Needs Trusts, Retirement Planning, Succession Planning, Small Business, Financial Planners, High Net Worth..., Financial Advisory, Partnership Taxation, Estate Tax Planning, Fiduciary, Corporate Tax, Financial Planning
Education
Saint Joseph's University 1983 — 1987
BS, Accounting
St. John Fisher College 1986 — 1987
Accounting
Bon Secours Health System June 2015 - Present
Maryland Emergency Medicine Network, Inc. May 2011 - May 2015
ASG Security November 2010 - May 2011
McGladrey & Pullen September 2006 - November 2010
Trice, Geary & Myers, LLC December 2004 - March 2006
Perdue Farms November 2003 - November 2004
Skills
Accounting, Auditing, Account Reconciliation, Payroll, Accounts Payable, GAAP
Education
Salisbury University - Perdue School of Business 2005 — 2006
Masters, Business Administration
Salisbury University - Perdue School of Business 2003 — 2005
Bachelor of Science, Accounting
Joseph C. Sillo, III, CPA January 2009 - Present
Kreischer Miller October 2007 - January 2009
Goldenberg Rosenthal June 2003 - October 2007
McGladrey & Pullen November 1997 - June 2003
Rudolph Palitz LLP 1997 - 2000
Voynow, Bayard & Company November 1995 - November 1997
Skills
Accounting, QuickBooks, Corporate Tax, CPA, Auditing, Internal Controls, GAAP, Financial Reporting, Tax Accounting, Small Business, Income Tax, Tax Preparation, Tax, Account Reconciliation, Bookkeeping, Cash Flow, Financial Accounting, Financial Statements, Forecasting, Forensic Accounting, General Ledger, Partnership Taxation, Tax Research, Tax Returns, US GAAP
Education
Saint Joseph's University 1989 — 1993
Bachelor of Science (B.S.), Accounting
St. John Neumann High School 1985 — 1989
PwC 2003 - Present
Stepan Company January 1998 - April 2003
McGladrey & Pullen October 1994 - January 1998
Robson Rhodes, London, England January 1993 - October 1994
McGladrey & Pullen September 1988 - January 1993
Skills
Internal Controls, Internal Audit, COSO, Sarbanes-Oxley, Big 4, Fraud, Sarbanes-Oxley Act, Auditing, Enterprise Risk..., External Audit, Financial Reporting, IT Audit, Accounting, Risk Assessment, Quality Auditing, Financial Risk, Assurance, Due Diligence, Risk Management
Education
University of Notre Dame - Mendoza College of Business 1986 — 1988
MBA
Rockford University 1981 — 1985
Master of Science
Marshall Goldsmith Stakeholder Centered Coaching July 2011 - Present
Executive Goals / www.executivegoals.com July 2011 - Present
Marshall Goldsmith Stakeholder Centered Coaching July 2011 - Present
eVirtual Roundtables / www.frumi.com February 2014 - February 2015
Cox Communications April 2004 - July 2011
Executive Goals September 1999 - January 2005
Eastridge Group - HR Solutions 1994 - April 2004
McGladrey & Pullen July 1997 - November 1998
HJ Heinz (Delimex) May 1996 - June 1997
JC Resorts May 1992 - October 1993
Skills
Leadership Development, Executive Coaching, Organizational..., Emotional Intelligence, Organizational Behavior, Systems Thinking, Strategic Planning, Group Coaching, Training, Management Consulting, Organizational..., Strategic Leadership, Cross-functional Team..., Staff Development, Consulting, Employee Relations, Career Development, Executive Development, Change Management, Culture Change, Workshop Facilitation, Conflict Resolution, Organizational Design, Management Development, 360 Feedback, MBTI, Business Coaching, Team Building, Career Counseling, Strategic Thinking, Leadership, Human Resources, Performance Improvement, Succession Planning, Strategy, Coaching, Personnel Management, Interviews, Personal Development, Performance Management
Education
San Diego State University-California State University
Bach of Science, Psychology/Sociology/Consumer Sciences
Seattle University
Undergraduate studies in Criminal Justice
Biegler & Associates August 2007 - Present
RSM McGlardey October 2000 - August 2007
rsm mcgladrey 2000 - 2007
McGladrey & Pullen 2000 - 2007
Sabitini Winn/schultz & Associates September 1996 - September 2000
Marina Resorts Group October 1991 - October 1996
Martin Marietta July 1989 - October 1991
Martin Mareitta 1989 - 1991
martin Marietta 1989 - 1990
Comsearch January 1987 - July 1989
Skills
Real Estate, Tax, Accounting, Income Tax, Professional Services, Strategic Planning, Corporate Tax, Quickbooks, Management Consulting, Small Business, Budgeting, QuickBooks, GAAP, CPA, Tax Research, Financial Reporting, Tax Returns, Partnership Taxation, Tax Preparation, Sales Tax, Tax Accounting, Auditing, Internal Controls, Forensic Accounting, SEC filings, Budgets
Education
Virginia Commonwealth University 1998 — 2002
Master Tax, Tax
Old Dominion University 1982 — 1986
BS Business Admin., Accounting
PerfectServe June 2012 - Present
OptumInsight April 2010 - June 2012
St Jude Medical May 2009 - April 2010
People Factor 1998 - 2009
Boston Scientific 1996 - 1998
Boston Scientific 1994 - 1996
McGladrey & Pullen 1990 - 1994
Skills
Organizational..., Human Resources, Leadership Development, Marketing, Sales, Medical Devices, Talent Acquisition, Recruiting, Talent Management, Change Management, Business Strategy, Organizational Culture, Employee Engagement, Acquisition Integration, Activator, Strategist, Achiever, Relator, Maximizer, Healthcare Consulting, Health Care, Healthcare, Sales Management, Strategic Planning, Start-ups, Hiring, Cross-functional Team..., Performance Management, Organizational..., Management Consulting, Team Building, Coaching, Project Management, Training, Strategy, Leadership, Management, Temporary Placement, Entrepreneurship, Project Planning, Professional Mentoring, Personnel Management, Onboarding, Executive Management, Process Improvement, Consulting
Education
Saint Mary's University of Minnesota 2014 — 2016
Master's degree, Organizational Leadership
University of Minnesota-Twin Cities 1982 — 1984
Bachelor of Arts (B.A.), Communications, Minor in Economics
Tepp Accounting Services, Inc. March 2010 - Present
Cornerstone Accounting Group, LLP September 2009 - March 2010
McGladrey & Pullen September 2007 - September 2009
PricewaterhouseCoopers August 2005 - August 2007
Wiss & Company, LLP January 2004 - June 2005
The Samuel Tepp Company May 1995 - June 2003
Skills
Accounting, Auditing, Tax, Finance, Internal Controls, Financial Accounting, Financial Reporting, Tax Preparation, Due Diligence, Budgets, Strategic Planning, Financial Analysis, Strategic Financial..., Financial Statements, Tax Returns, Small Business, Forecasting, Business Planning, Cash Management, Retirement Plan..., US GAAP, Financial Planning, CPA
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Accounting/Finance
Seton Hall University 2010 — 2010
Adjunct Professor, Accounting and Taxation
Penn State University 1991 — 1995
B.S., Economics
Citco Fund Administration September 2009 - Present
Rothstein Kass November 2005 - April 2009
McGladrey & Pullen August 2004 - November 2005
HedgeFund.Net March 2003 - July 2004
Alpha Investment Management July 2000 - November 2002
Ernst & Young October 1998 - July 2000
Skills
Derivatives, Financial Analysis, Options, Financial Modeling, Account Reconciliation, Financial Services, Hedge Funds, Fund Administration, Valuation, Capital Markets, Asset Management, Tax, Fund Of Funds, Securities, Mergers & Acquisitions, Fixed Income, Internal Controls, Accounting, Finance, Private Equity, Financial Statements, Auditing, Portfolio Management, Trading, Equities, Alternative Investments, Due Diligence, CDS, Investments
Education
Pace University - Lubin School of Business 1992 — 1995
BBA, Accounting
Team Price Real Estate August 2015 - Present
Coldwell Banker United, Realtors September 2014 - August 2015
Better Homes and Gardens Real Estate Bradfield Properties December 2013 - September 2014
Goldwasser Real Estate June 2013 - December 2013
St. David's HealthCare January 2013 - July 2013
City of Austin September 2011 - January 2013
City of St. Louis April 2010 - September 2011
Gresham, Smith and Wyatt October 2008 - June 2009
Vegas Tunnel Constructors June 2008 - October 2008
McGladrey & Pullen July 2007 - June 2008
Skills
Internal Controls, Auditing, Fixed Assets, Bookkeeping, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, Accounts Payable, General Ledger, Internal Audit, Tax, Accounts Receivable, QuickBooks, Account Reconciliation, Peachtree, Analysis, Variance Analysis, Budgets, Finance, First Time Home Buyers, Real Estate, Invoicing, Financial Statements, Journal Entries, Sales, Investment Properties, Real Estate Transactions, Residential Homes, Sellers, Relocation
Education
University of Nevada-Las Vegas 2005 — 2007
Bachelor of Science, Accounting
Seattle Central College 2001 — 2003
Associates Degree, Culinary Arts
Issaquah High School 1986 — 1989
City of Northglenn, Colorado November 2012 - Present
McGladrey & Pullen February 2007 - November 2012
Skills
Auditing, Assurance, Accounting, CPA, GAAP, US GAAP, Internal Controls, External Audit, Financial Statements, Revenue Recognition, Financial Accounting, Financial Reporting
Education
Simpson College 2002 — 2006
Bachelor of Arts, Accounting, Management
RSM McGladrey, Inc. 1971 - 2010
McGladrey & Pullen 1971 - 2010
Skills
Internal Controls, Auditing, CPA, Accounting, GAAP, SEC filings, Forecasting, Financial Analysis, Financial Accounting, US GAAP, Tax, SEC Filings
Education
St. John's University 1967 — 1971
Bachalor of Science, Economics and Accounting, 3.5
Novogradac & Company LLP August 2011 - Present
RSM McGladrey, Inc. January 2008 - July 2011
McGladrey & Pullen January 2008 - July 2011
Skills
Financial Reporting, Accounting, US GAAP, Internal Controls, Assurance, Auditing, Financial Accounting, Accounting Research
Education
Notre Dame College
Bachelor of Arts (B.A.), Accounting
Reliable Drilling Fluids, LLC October 2013 - Present
Design Materials, Inc. September 2004 - October 2013
Marx/Okubo & Associates, LTD 2002 - 2004
Pentastar Communications 1998 - 2002
American Crew 1996 - 1998
Lockheed Martin 1986 - 1996
McGladrey & Pullen 1983 - 1986
Skills
Budgeting and..., Treasury Management, Financial Reporting, Financial Analysis, Financial Modeling, Consolidated Financial..., Operations Management, IT Management, P&L Financial Management, Cost Management, Financial Risk..., Staff Supervision, Timely Decision Making, Strategic Planning, Accounting, Corporate Finance, Cash Management, Construction, Project Management, Auditing, Contract Negotiation, Management, Cash Flow, Budgets, Internal Controls, P&L Management, Finance, Internal Audit, Variance Analysis, Cost Accounting, Forecasting
Education
Regis University 1988 — 1990
MBA, Business Administration and Management, Finance
Western State Colorado University 1981 — 1983
Bachelor's Degree, Accounting
Winona National Bank June 1996 - Present
Norwest Bank January 1995 - June 1996
Firstar Bank June 1992 - January 1995
American Bank January 1989 - June 1992
McGladrey & Pullen January 1985 - December 1988
Skills
Trusts, Investments, Financial Planning, Estate Planning, Income Tax, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Strategic Financial..., Small Business, Retirement, 401k, Nonprofits, Mortgage Lending, Risk Management, Investment Advisory, Financial Services, Employee Benefits, Banking, Pensions, Finance, Financial Analysis, Tax, Portfolio Management, Asset Management
Education
St. John's University 1983 — 1985
BS, Accounting
Mesabi Community College 1981 — 1983
AA, General Studies
Virginia Roosevelt High School 1979 — 1981
National Honor Society Graduate, High School/Secondary Diplomas and Certificates
Instrumentation Laboratory July 2014 - Present
Metabolix July 2012 - July 2014
Mercury Computer Systems August 2010 - July 2012
McGladrey & Pullen August 2005 - August 2010
Skills
Revenue Recognition, SEC reporting, Technical Accounting, Financial Reporting, SOX, Accounting, Internal Controls, Manufacturing, Audit, Auditing, Compliance, Consolidation, Mergers, US GAAP, Due Diligence, Start-ups, General Ledger, Financial Accounting, Process Improvement, IFRS, Forecasting, SAP, SEC filings, Sarbanes-Oxley Act, Mergers & Acquisitions, CPA, Financial Analysis, GAAP, Internal Audit, Tax, SEC Filings
Education
Southern New Hampshire University
MBA, Master of Business Administration
Southern New Hampshire University
MSA, Master of Science in Accounting
University of Massachusetts at Lowell
BSBA, Accounting and Finance
Frost & Company, P.S. February 2012 - Present
McGladrey & Pullen August 2004 - January 2012
BDO Seidman, LLP July 2001 - August 2004
Dodd Wing & Co August 1997 - June 2001
Knight Vale & Gregory 1981 - 1997
Skills
External Audit, Financial Accounting, Internal Controls, Interim Management, GAAP, Financial Reporting, Auditing, Cash Management, US GAAP, Corporate Tax, SEC filings, Tax Preparation, Tax, CPA, Tax Accounting, Accounting, Financial Analysis
Education
Pacific Lutheran University - School of Business 1979 — 1981
BBA, Accounting
MYBL Accounting Services, Inc. April 2003 - Present
McGladrey & Pullen 1999 - 2003
White, Zuckerman, Warsavsky, Luna, Wolf & Hunt 1997 - 1999
Nongshim Group 1993 - 1995
Skills
Tax Preparation, IRS Audit Defense, Business Management, Tax Consulting, Accounting & Bookkeeping, Financial Statement..., Incorporation, Business Setup, Business Entity..., Cost Segregation, Enterprise Zone Tax..., Tax Credit Study, Accounting, Payroll Taxes, Financial Statements, Forensic Accounting, Auditing, Management, Business Valuation, Financial Planners, IRS, Bookkeeping, Tax Credits, Payroll, Business, High Net Worth..., SEC filings, Corporate Finance, Finance, Analysis, US GAAP, Trusts, S Corporations, GAAP, Small Business, QuickBooks, Financial Accounting, Estate Tax Planning, Financial Reporting, Insurance, International Tax, Financial Analysis, Internal Controls, Financial Planning
Education
University of Southern California 1995 — 1997
M.A.C.C. (Masters of Accounting), Accounting, Auditing, Tax
Soongsil University 1986 — 1993
B.A., English
XRS Corporation July 2012 - Present
XRS Corporation January 2011 - June 2012
McGladrey & Pullen August 2007 - February 2011
Deloitte & Touche September 2006 - August 2007
Deloitte & Touche September 2003 - August 2006
Deloitte & Touche May 2002 - August 2003
Andersen July 2001 - May 2002
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Accounting, GAAP, Financial Reporting, Auditing, Consolidation, External Audit, CPA, Revenue Recognition, Big 4, General Ledger
Education
Northwest Missouri State University 1997 — 2001
Bachelor of Science, Accounting
Hunter Industries July 2015 - Present
McGladrey LLP November 2009 - June 2015
Wells Fargo October 2005 - September 2009
McGladrey & Pullen June 2008 - August 2008
Skills
Audit, Internal Controls, General Ledger, Financial Accounting, IFRS, Team Leadership, Project Management, Risk Management, Auditing, Accounting, Income Tax, Tax Accounting, Assurance, CPA, GAAP, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Revenue Recognition, Financial Statements, Financial Analysis, Finance, Microsoft Excel
Education
San Diego State University-California State University 2007 — 2009
B.S., Accounting
Story Construction Co 1996 - Present
CFMA March 2015 - Present
CFMA April 2014 - March 2015
CFMA April 2013 - March 2014
CFMA-Construction Financial Management Association April 2012 - March 2013
The Rasmussen Group 1988 - 1996
McGladrey & Pullen 1981 - 1988
Skills
Financial Reporting, Construction Accounting, Financial Analysis, Accounting, Managerial Finance, Cost Accounting, Internal Controls, Cash Management, Cash Flow Forecasting, Banking Relationships, Budgets, Treasury Management, CPA, Payroll, Risk Management, Budget Process, Revenue Recognition, GAAP, Accounts Payable, Cash Flow, General Ledger, Job Costing, US GAAP, Accounts Receivable, Financial Accounting, Auditing, Sage, Financial Statements, Variance Analysis, Tax, Fixed Assets, Accruals, Finance, Balance
Education
Northwest Missouri State University 1977 — 1981
B.S., Accounting
HCFS June 2015 - Present
HCFS December 2013 - June 2015
Baylor Health Care System November 2010 - December 2013
McGladrey & Pullen April 2006 - November 2010
Reznick Group 2003 - 2006
Skills
Auditing, CPA, Assurance, Finance, Financial Audits, Corporate Tax, CRM, Business Development, Nonprofits, Financial Reporting, Accounting, Internal Controls, GAAP, Analysis, Financial Analysis, Management, Leadership
Education
Penn State University 2000 — 2004
B.S Accounting
Chenhall's Staffing and HR Network September 2000 - Present
Hickman & Associates September 1997 - September 2000
RSM McGladrey May 1979 - May 1997
McGladrey & Pullen 1979 - 1997
Education
Oklahoma State University 1965 — 1972
Zimmer 2012 - Present
Zimmer 2003 - 2012
Inland Paperboard & Packaging, Inc. 2002 - 2003
National Steel Corporation 1998 - 2002
McGladrey & Pullen 1994 - 1998
Deloitte 1985 - 1992
Skills
Auditing, Internal Audit, Management, Financial Reporting, Sarbanes-Oxley Act, Accounting, Leadership, Process Improvement, Budgets, Due Diligence, Analysis, Medical Devices, Internal Controls, Financial Analysis, US GAAP, Project Management, SEC filings, Anti-Kickback Statute, FCPA, SEC Financial Reporting, Employee Management, SEC Filings
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Business
Saint Mary's College 1981 — 1985
Bachelors of Business Administration, Accounting
Bank of America October 2012 - Present
McGladrey & Pullen August 2011 - October 2012
Carolinas Healthcare System June 2010 - September 2011
Moyer, Smith & Roller, P.A. January 2004 - May 2010
Stanly Regional Regional Medical Center 2000 - 2003
Skills
Tax, GAAP, Small Business, Accounting, Auditing, Financial Reporting, Financial Accounting, CPA, Nonprofits, Internal Controls, Financial Statements, SEC filings, US GAAP, Tax Preparation, Assurance
Education
Pfeiffer University
BS, Accounting
Deloitte Financial Advisory Services 2011 - Present
McGladrey & Pullen 2008 - 2010
Buchanan Clarke Schlader, LLP September 2007 - July 2008
BH Management Services, Inc. July 2007 - August 2007
Boundless Network, Inc. September 2006 - June 2007
Skills
CPA, Accounting, Financial Reporting, Financial Analysis, GAAP, Forensic Accounting, SEC filings, US GAAP, Auditing, Internal Controls, Financial Accounting, Financial Statements, Sarbanes-Oxley Act
Education
Southern Methodist University - Cox School of Business 2007 — 2008
MSA, Accounting
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance
Burns & McDonnell March 2014 - Present
Vitran Express September 2013 - January 2014
WLX, LLC February 2005 - August 2013
Accountemps August 2003 - February 2005
Mid-Western Car Carriers July 2001 - January 2003
McGladrey & Pullen January 2001 - June 2001
State Street Bank January 2000 - January 2001
Worlds of Fun June 1991 - October 1999
Skills
Accounting, Access, Microsoft Excel, Training, Financial Analysis, Finance, Transportation, Software Documentation, Financial Reporting, Moodle, Project Management, Leadership, Account Reconciliation, Accounts Receivable, Team Building, Gap Analysis, Illustrator, iOS development
Education
Rockhurst University 2007 — 2009
MBA, Finance
University of Central Missouri 1995 — 1999
BS, Accounting
High School 1991 — 1994
General
TrueTandem December 2011 - Present
International Resources Group, an L3 Company November 2003 - December 2011
BioCryst Pharmaceuticals 2007 - 2008
McGladrey & Pullen September 1993 - November 2003
Skills
Internal Controls, Accounting, Financial Reporting, GAAP, Auditing, Financial Analysis, Managerial Finance, CPA, Revenue Recognition, Financial Statements, Account Reconciliation, Government Contracting, Controllership Functions
Education
Rochester Institute of Technology 1989 — 1993
BS, Accounting
Hill PHOENIX a Dover Company March 2010 - Present
Dover Engineered Systems, Inc., a Dover Segment September 2004 - February 2010
Kanter Troy Orleans and Wexler December 2003 - September 2004
McGladrey & Pullen January 1995 - December 2003
Anstiss & Co CPA's January 1990 - January 1995
Skills
Internal Controls, Financial Analysis, Auditing, Sarbanes-Oxley Act, Accounting, Forecasting
Education
Salem State University
Woburn High School
Sandton Capital Partners June 2015 - Present
National Pecan Company LLC August 2014 - March 2015
Fursa Alternative Strategies LLC fka Mellon HBV Alternative Strategies LLC November 2006 - March 2015
Ernst & Young October 2004 - November 2006
McGladrey & Pullen September 2003 - September 2005
Skills
Hedge Funds, SEC filings, GAAP, Auditing, Fund Administration, Financial Services, US GAAP, Fund Accounting, Fund Of Funds, Financial Reporting, Financial Accounting, Private Equity, Accounting, Financial Analysis, Due Diligence, Valuation, Alternative Investments, Financial Modeling, Corporate Finance, Equities, Derivatives, CPA
Education
St Stanislaus College 1992 — 2007
Queens College 1998 — 2002
BA, Accounting/Economics
Stanley Black & Decker , Inc. May 2011 - March 2015
McGladrey & Pullen September 2006 - May 2011
Skills
GAAP, US GAAP, Accounting, SEC filings, Auditing
Education
Quinnipiac University - School of Business 2002 — 2006
Accounting
LCM Asset Management LLC March 2014 - Present
Cyrus Capital Partners April 2011 - February 2014
McGladrey & Pullen November 2009 - March 2011
Credit Suisse June 2008 - August 2008
KPMG US June 2007 - August 2007
Skills
Hedge Funds, Accounting, Auditing, CPA, Financial Modeling, Finance, Internal Controls, Financial Analysis, US GAAP
Education
Pace University - Lubin School of Business 2007 — 2009
BS, Accounting & Finance
Syracuse University - Martin J. Whitman School of Management 2004 — 2007
Accounting & Finance
Maria L. Murphy April 2014 - Present
NYSSCPA February 2013 - August 2014
USI Insurance Services September 2010 - July 2013
McGladrey & Pullen August 2007 - June 2009
Perelson Weiner LLP November 2005 - August 2007
PricewaterhouseCoopers April 1996 - April 2005
Verizon Corporation (formerly NYNEX) September 1984 - March 1996
Skills
SEC filings, Auditing, GAAP, Financial Reporting, Accounting, Internal Controls, Consolidation, Analysis, Finance, SEC reporting, Training and Development, CPA, Technical writing, Copy Editing, Mergers and acquisitions, Sarbanes Oxley, PCAOB, Audit Committees, US GAAP, Financial Statements, Mergers & Acquisitions, External Audit, Sarbanes-Oxley Act, SEC Filings, Financial Analysis
Education
Pace University - Lubin School of Business
BBA//MBA, Accounting, Summa Cum Laude
Pace University - Lubin School of Business
MBA, Accounting
World Kitchen, LLC November 2013 - Present
World Kitchen October 2011 - November 2013
McGladrey & Pullen December 2009 - October 2011
Ernst & Young October 2009 - December 2009
Ernst & Young July 2007 - September 2009
Ernst & Young June 2006 - August 2006
GKN Aerospace Services May 2005 - August 2005
Skills
Accounting, Financial Reporting, GAAP, Auditing, Financial Analysis, Internal Controls, US GAAP, Internal Audit, SEC filings, Sarbanes-Oxley Act, Business Valuation, Financial Accounting, Financial Statements, Strategic Financial...
Education
Saint Louis University 2006 — 2007
Master of Accounting, Accounting
Saint Louis University 2002 — 2006
Honors Bachelor of Science in Business Administration, Master in Accounting, Minor in Finance
Northern Trust September 2013 - Present
Plante & Moran, PLLC September 2010 - September 2013
McGladrey & Pullen September 2006 - September 2010
Skills
Internal Controls
Education
Purdue University - Krannert School of Management 2001 — 2006
BS, Accounting
RE/MAX All-Stars Realty Inc. Brokerage March 2011 - Present
Homelife Bayview Realty Inc 2006 - 2011
McGladrey & Pullen 2005 - 2006
Nova Southeastern University 2002 - 2005
Skills
Residential & ICI Real..., Marketing & Public..., Human Resources, Event Planning
Education
Nova Southeastern University 2002 — 2005
MBA, Business, Specialty in Marketing
Nova Southeastern University 1998 — 2002
B.Sc., Business Management
McGladrey & Pullen September 2002 - Present
Smith & Eggleston 2002 - September 2003
Gelman, Rosenberg & Freeman 2000 - 2002
Skills
Accounting, Tax Preparation, Small Business, Analysis, Auditing, GAAP
Education
Penn State University 1996 — 2000
Bachelor of Science, Accounting
Verengo Solar September 2013 - Present
Verengo Solar October 2012 - August 2013
Verengo Solar January 2010 - September 2012
McGladrey & Pullen September 2007 - August 2009
USC Marshall School of Business January 2007 - May 2007
AnalysisWorks Inc November 2003 - July 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Analysis, Accounting, Internal Controls, Data Analysis, Budgets, ERP, Finance, Auditing, Strategy, SQL, Access
Education
University of Southern California
Master of Accounting, Accounting
The University of British Columbia
Master of Science, Supply Chain Management and Transportation Economics
Southeast University
Bachelor of Engineering, Industrial Management and Engineering
McGladrey August 2013 - Present
McGladrey October 2011 - August 2013
McGladrey & Pullen June 2010 - August 2010
NIP Group, Inc. June 2009 - August 2009
Sports and Art Foundation June 2009 - August 2009
Skills
Auditing, Audit, Financial Accounting, Financial Statements, Accounting, Accounts Receivable, Leadership, Recruiting, Assurance, CPA, Microsoft Excel, Financial Analysis, Onboarding, Microsoft Word, Tax, Financial Reporting
Education
Pace University 2006 — 2011
BBA, Accounting
Rackspace, the #1 managed cloud company March 2015 - Present
Deloitte January 2014 - March 2015
DRW Trading Group January 2011 - January 2014
DRW Trading Group September 2008 - January 2011
McGladrey July 2007 - September 2008
McGladrey & Pullen September 2005 - July 2007
Lear Corporation May 2005 - August 2005
Skills
Management, Financial Analysis, Forecasting, Financial Reporting, Auditing, Financial Modeling, Department Budgeting, Microsoft Excel, Financial Accounting, Accounting, Internal Controls, Account Reconciliation, Analysis, Finance, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
Saint Mary's College 2001 — 2005
Bachelor in Business Administration, Accounting
Academy of the Sacred Heart 1997 — 2001
Frederick County Maryland Government September 2013 - Present
Frederick Community College August 2014 - November 2014
CohnReznick LLP October 2012 - September 2013
CohnReznick LLP September 2000 - September 2013
McGladrey & Pullen May 2011 - November 2011
Reznick Group September 2000 - April 2011
Reznick Fedder & Silverman (now Reznick Group) September 2000 - April 2011
Pigg, Krahl, Stern 1998 - 2000
Skills
US GAAP, Financial Statements, GAAP, Auditing, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Forecasting, Tax, CPA, External Audit, SEC filings, Internal Controls, General Ledger, Financial Audits, Tax Accounting, Internal Audit
Education
Salisbury University 1996 — 2000
BS, Accounting & Business Admin/Management
Salisbury University - Perdue School of Business 1996 — 2000
BS, Major in Accounting & Business Admin/Management
Linganore High School 1992 — 1996
Arrowstreet Capital November 2011 - July 2015
Fidelity Investments February 2011 - October 2011
Goldman Sachs December 2006 - February 2011
McGladrey & Pullen September 2003 - November 2006
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA
University of Illinois at Urbana-Champaign 2000 — 2003
Masters
Peking University 1996 — 2000
B.A
Yale New Haven Health System April 2010 - Present
Jones Lang LaSalle October 2006 - August 2010
McGladrey & Pullen January 2000 - July 2006
Skills
Financial Accounting, GAAP, Internal Controls, Internal Audit, Auditing, Enterprise Risk..., Financial Statements, Forecasting, Fixed Assets, Sarbanes-Oxley
Education
Quinnipiac University - School of Business 1997 — 2000
Bachelor of Science, Accounting
JPMorgan Chase 2007 - Present
JPMorgan Chase 2002 - 2007
Banc One Corporation 1999 - 2002
Banc One Corporation 1996 - 1999
Banc One Corporation 1991 - 1996
Marine Corporation 1982 - 1991
McGladrey & Pullen 1980 - 1982
Department of the Treaury 1977 - 1980
Skills
Vendor Management, Leadership, Forecasting, Process Improvement, Program Management, Management, Team Building, Budgets, Recruiting, Requirements Analysis, Strategy, Auditing, SDLC, Software Project..., Banking, Business Analysis
Education
Southern Illinois University, Carbondale 1972 — 1978
BS, Accountancy
General Mills September 2002 - Present
Twin Cities Institute of Internal Auditors June 2011 - May 2012
Twin Cities Institute of Internal Auditors June 2010 - May 2011
Twin Cities Institute of Internal Auditors 2007 - 2009
RedLine Healthcare 1992 - 1995
McGladrey & Pullen 1989 - 1992
Skills
CPA, CIA, Financial Analysis, Internal Controls, Forecasting, Financial Reporting, Sarbanes-Oxley Act, Process Improvement, Financial Modeling, Auditing, Accounting, Sarbanes-Oxley, Essbase, Internal Audit, Finance, Financial Audits, Managerial Finance, Financial Risk, Business Process..., Variance Analysis, US GAAP, Strategic Financial..., Financial Planning
Education
University of Minnesota - Carlson School of Management 2006 — 2010
MBA, Finance
St. John's University 1985 — 1989
Bachelor of Science (B.S.), Accounting
Red Hat, Inc. August 2007 - Present
McGladrey & Pullen 2006 - 2007
Education
Samford University 1993 — 1997
McGladrey & Pullen September 2006 - Present
McGladrey & Pullen, LLP 2006 - 2008
Education
Providence College 2002 — 2006
McGladrey & Pullen 2007 - Present
Perdue Farms January 2009 - May 2009
RSM McGladrey 2008 - 2008
Executive Wireless June 2007 - 2007
Education
Salisbury University 2006 — 2009
Rossi LLP May 2010 - Present
SingerLewak October 2007 - May 2010
McGladrey & Pullen September 2005 - September 2007
Skills
Financial Reporting, Auditing, Accounting, GAAP, Finance, Management, Internal Controls, US GAAP, CPA, Financial Accounting, Financial Statements, External Audit, General Ledger
Education
Pamantasan ng Lungsod ng Maynila 1989 — 1992
BSBA, Accounting
Pamantasan ng Lungsod ng Maynila 1987 — 1989
Associate, Computer Science
McGladrey Wealth Management July 2013 - Present
McGladrey December 2010 - Present
McGladrey & Pullen 2006 - December 2010
Skills
CPA, Certified Public..., Tax, External Audit, SEC Filings, General Ledger, Internal Audit, Microsoft Excel, Corporate Tax, Tax Preparation, Assurance, Tax Accounting
Education
Penn State University 2002 — 2006
Accounting, Accounting and Spanish Minor
Notre Dame Academy 1998 — 2002
W.F. Carothers & Co., LLC -CPA/CFP 1998 - Present
McGladrey & Pullen 1984 - 1998
KPMG 1975 - 1984
Skills
Accounting, GAAP, Internal Controls, Financial Reporting, SEC filings, Tax, Strategic Financial..., Revenue Recognition, Budgets, Auditing, Financial Analysis, CPA, Sarbanes-Oxley Act, US GAAP, Income Tax, Financial Accounting
Education
University of Wisconsin-Madison - School of Business 1972 — 1975
MS, Accounting
Purdue University 1968 — 1972
B.A., Education, Political Science
Avenue Capital Group April 2011 - Present
Spectrum Group Management LLC September 2010 - April 2011
McGladrey & Pullen January 2008 - August 2010
Skills
Hedge Funds, Alternative Investments, Private Equity, Fund Accounting, SAS70, Bloomberg, Financial Modeling, Financial Reporting, Accounting, Internal Controls, Investments, Financial Analysis
Education
Pace University 2002 — 2006
BBA, Public Accounting
BioMed Realty Trust March 2011 - Present
BioMed Realty Trust October 2010 - February 2011
McGladrey & Pullen September 2007 - September 2010
Tender Loving Care May 2001 - July 2006
In Care Health Services January 1999 - May 2001
Skills
Financial Analysis, Financial Reporting, Auditing, Accounts Payable, Accounts Receivable, Accounting, Financial Accounting, Assurance, Internal Audit, Microsoft Excel, SOX 404, Financial Statements, Finance, GAAP, CPA, US GAAP, SEC filings, Sarbanes-Oxley Act, External Audit
Education
San Diego State University-California State University 2003 — 2007
BS
Chula Vista High School 1989 — 1993
Hickory Harvest Foods April 2015 - Present
Flagstone Foods July 2012 - October 2014
Ann's House of Nuts, Inc. September 2010 - September 2012
McGladrey & Pullen January 2006 - December 2010
Clark, Schaefer, Hackett & Co. January 2004 - April 2005
Skills
Accounting, Financial Reporting, Auditing, Analysis, Internal Controls, Financial Accounting, Finance, Management, GAAP, Financial Analysis, Financial Statements, Microsoft Excel, Budgets, Forecasting, Strategic Planning, Risk Management, Business Strategy, Operations Management, Financial Forecasting, Business Process..., Network Strategy, Commodity Risk..., Commodity Markets, PPV, Capital Project Analysis, Board of Directors...
Education
University of Dayton 2004 — 2005
MBA, Accounting
Ohio University 2000 — 2004
BBA, Accounting
Dynatect Manufacturing, Inc. formerly A&A Manufacturing Co., Inc. March 2013 - Present
Quad Graphics May 2011 - March 2013
McGladrey & Pullen September 2007 - May 2011
Hicks Financial Inc. 2007 - 2007
Cubic Defense Applications March 2003 - May 2006
US Navy August 2000 - May 2004
Skills
Financial Reporting, Accounting, Hyperion Enterprise, Internal Controls, Finance, Financial Analysis, SEC filings, WebFilings, CODA Financials, Sarbanes-Oxley, Auditing, US GAAP, Impairment Testing, Audits of Employee..., Assurance, Internal Audit, Financial Accounting, SOX 404, Account Reconciliation, External Audit, Financial Statements, Leadership, Tax, Cost Accounting, Accounts Payable, General Ledger, GAAP, Accounts Receivable, Microsoft Excel, Variance Analysis, Financial Audits, Tax Accounting, Payroll, Financial Modeling, Fixed Assets
Education
San Diego State University-California State University 2006 — 2007
Bachelors of Science, Accounting
University of Wisconsin-Milwaukee
Pacific Gas and Electric Company October 2013 - Present
Pacific Gas and Electric Company February 2012 - October 2013
James Cavern Music January 2010 - December 2012
Pacific Gas and Electric Company August 2011 - February 2012
Pacific Gas and Electric Company March 2010 - August 2011
We Elevate LLC January 2010 - January 2011
University of San Francisco January 2009 - December 2010
IMG August 2009 - November 2009
Storm and Co. Clothing Design August 2005 - August 2008
McGladrey & Pullen September 2007 - July 2008
Skills
Accounts Payable, Accounts Receivable, Fixed Assets, Equities, Auditing, Project Management, Payment Systems, Business Development, Leadership, Microsoft Excel, Marketing, Management, Analysis, Accounting, Customer Service, Financial Analysis, Event Management, Social Media, Sales
Education
University of San Francisco 2009 — 2010
M.A., Sport Management
San Diego State University-California State University 2003 — 2007
BS, Accounting
Ascena Retail Group, Inc. January 2012 - Present
Ascena Retail Group, Inc. July 2009 - January 2012
McGladrey & Pullen December 2008 - July 2009
Tait, Weller & Baker June 2004 - December 2008
CBIZ May 2003 - June 2004
Skills
CPA, Certified Fraud Examiner, Certified Information..., Certified in Financial..., Auditing, Strategic Financial..., Sarbanes-Oxley Act, Variance Analysis, Internal Controls, Analysis, Financial Reporting, General Ledger, SEC filings, Accounting, Process Improvement, SAP BPC, Oracle Financial, Lawson General Ledger, Microstrategy, Excel, Retail, Microsoft Office, SOX, Hyperion Planning, Hyperion HFM, Financial Planning
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Accounting
San Diego County Regional Airport Authority July 2010 - Present
McGladrey & Pullen November 2004 - July 2010
PKF 2003 - 2004
Princeton University 1984 - 1986
WR Grace 1983 - 1984
Ralston Purina 1980 - 1983
Skills
Internal Controls, CPA, Auditing, Internal Audit, Sarbanes-Oxley Act, GAAP, Accounting, Financial Accounting, Financial Reporting, Corporate Tax, Financial Analysis, General Ledger, US GAAP, SEC filings, Revenue Recognition, Financial Statements, Forecasting, Account Reconciliation, Construction Auditing, Local Government, Federal Government
Education
Southeast Missouri State University 1974 — 1977
BS/BA, Accounting, Music
Maillie LLP 2013 - Present
McGladrey August 2012 - October 2013
McGladrey & Pullen September 2009 - July 2012
KPMG LLP July 2003 - August 2009
Skills
Assurance, Big 4
Education
Penn State University 1999 — 2003
Bachelor of Science, Professional Accountancy
Old National Bank April 2015 - Present
McCombs Travel Company January 2013 - Present
First National Bank in Pinckneyville September 2009 - Present
McGladrey & Pullen September 2006 - September 2009
Skills
Budgets, Auditing, Internal Controls, Financial Reporting, Internal Audit, Accounting, GAAP, Banking, Financial Accounting, External Audit, General Ledger, Microsoft Excel, Financial Audits, US GAAP, Assurance, Financial Statements, Fixed Assets, Account Reconciliation, Accounts Payable, Accounts Receivable, QuickBooks, Cash Management, Financial Statement..., Cash Flow, Insurance, Revenue Recognition, Microsoft Office
Education
Southern Illinois University, Carbondale 2004 — 2006
BS - Accountancy, Accounting
4Catalyzer Corporation February 2015 - Present
Practical Energy Solutions March 2011 - February 2015
Pancreatic Cancer Action Network January 2011 - September 2014
CuraGen Corporation 1997 - October 2009
Kaskie, Plude & Ragonese January 1996 - August 1997
McGladrey & Pullen July 1991 - January 1996
Skills
General Ledger, Internal Controls, Payroll, Auditing, SEC filings, Account Reconciliation, Financial Analysis, QuickBooks, Accounts Payable, Great Plains Software, Financial Statements, Fixed Assets, Microsoft Office, Public Companies, Accounts Receivable, Sarbanes-Oxley, Team Leadership, Cash Flow, Tax Preparation, Physical Inventory, Consolidated Financial..., MD&A, Financial Reporting, Budgets, Consolidation, Invoicing, US GAAP, Forecasting, Sarbanes-Oxley Act, Accounting, Accruals, Attention To Detail, Deadline Oriented, Depreciation, Event Planning, Monthly Close, Priority Management, Professional..., Proofreading, Proxy Statements, Public Speaking, Variance Analysis, Volunteer Management, Year-end Close, SEC Filings
Education
Quinnipiac University 1990 — 1992
Bachelor's Degree, Accounting
Southern Connecticut State University 1988 — 1990
Jonathan Law High School 1984 — 1988
High School
Kern Advisors 2000 - Present
Pacific Treatment Environmental Services, Inc. 1998 - 2000
Planet Polymer Technologies, Inc. 1996 - 1998
McGladrey & Pullen 1993 - 1996
Price Waterhouse 1991 - 1993
Skills
Internal Controls, SOX, Internal Audit, Accounting, Due Diligence, Forensic Accounting, Financial Analysis, Financial Modeling, Financial Accounting, Forecasting, General Ledger, Financial Planning, Risk Assessment, Sarbanes-Oxley Act, CPA, Sarbanes-Oxley, Cost Accounting, SEC filings, US GAAP, Auditing, Financial Reporting, Strategic Financial..., Finance, Corporate Tax, GAAP, Tax Accounting, SEC Filings
Education
San Diego State University-California State University 1988 — 1991
MS
State Street Bank February 2010 - Present
McGladrey & Pullen September 2007 - November 2008
Skills
Accounting, Financial Analysis, Microsoft Excel
Education
Saint Louis University 2003 — 2007
Bachelor of Business Administration, Accounting
Cochran Head Vick & Co Certified Public Accountants 2015 - Present
Missouri State Representative - 54th District November 2012 - Present
Taylor, Hoskins & Shaw, CPAs, LLC 2004 - 2014
Missouri House of Representatives January 2009 - November 2012
Murdock Banner Financial Group April 2004 - December 2010
McDonald's Corporation 2002 - 2004
McGladrey & Pullen 2000 - 2002
Deloitte & Touche 1998 - 2000
Skills
Policy, Government, Political Campaigns, Policy Analysis, Public Policy, Legislation, Fundraising, Public Speaking, Investments, Financial Analysis, Politics, US GAAP, GAAP, Internal Controls, Financial Accounting, Accounting, Financial Reporting, Auditing, General Ledger, Corporate Communications, Retirement Planning, Nonprofits, Strategic Financial..., Media Relations, Public Relations, Finance, Tax, Political Consulting, Political Science, Research, Leadership, CPA, Legislative Relations, Grants, Public Administration, Community Outreach, Strategic Planning, Financial Planning, Event Planning, State Government, Strategic Communications, Data Analysis, Budgets, Risk Management, Economic Development, Grassroots Organizing, Community Development, Federal Government
Education
Rockhurst University 2003 — 2003
MBA
Central Missouri State University 1993 — 1998
BSBA, Accounting
McGladrey & Pullen August 2005 - Present
Education
Quinnipiac University 1999 — 2003
American Tower March 2014 - Present
American Tower July 2011 - February 2014
American Tower May 2009 - June 2011
McGladrey May 2008 - April 2009
McGladrey & Pullen October 2006 - April 2008
Caritas St. Elizabeth's Medical Center May 2005 - September 2005
Skills
CPA, Auditing, GAAP, US GAAP, Financial Accounting, Payroll, Finance, Budgets, Revenue Recognition, Internal Controls, Sarbanes-Oxley Act, Accounting, General Ledger, SEC filings, Corporate Finance, Financial Reporting
Education
Providence College 2005 — 2008
MBA
Providence College 2002 — 2006
BS, Accountancy
ImpediMed 2010 - Present
Globaltel Media, Inc. 2007 - 2008
Interior Specialist Inc. 2005 - 2008
Interior Specialists, Inc. 2004 - 2007
Jefferson Wells 2004 - 2004
inCode Wireless 2004 - 2004
RSM McGladrey 2000 - 2002
McGladrey & Pullen 1991 - 2002
RSM McGladrey 1991 - 2000
George Wimpey, Inc. 1987 - 1990
Education
Carlsbad High School
San Diego State University-California State University
McGladrey & Pullen LLP January 2005 - Present
Abreu Enterprises Inc August 2004 - December 2013
McGladrey & Pullen September 2000 - July 2004
Stratford Advisory Group December 1990 - May 2000
Stratford Investment Group Inc December 1990 - May 2000
Skills
Auditing, Financial Services, Policy, Private Investigations
Education
Northwestern University - Kellogg School of Management 1993 — 1996
Sempra Energy September 2015 - Present
Osiris Shoes December 2013 - August 2015
Osiris Shoes April 2013 - November 2013
Dye Precision, Inc. February 2011 - April 2013
McGladrey & Pullen August 2008 - April 2010
P.F. Chang's China Bistro August 2005 - August 2008
Skills
General Ledger, Accounting, Financial Accounting, Account Reconciliation, Auditing, GAAP, Spreadsheets, Financial Reporting, Accounts Payable, Financial Statements, Finance, File Management, Internal Controls, Accounts Receivable, Fixed Assets, Income Statement, Journal Entries, Payroll, CPA, SEC filings
Education
San Diego State University-California State University 2005 — 2008
Bachelor of Science (BS), Accounting
MBAF CPAs, LLC September 2014 - Present
Kaufman, Rossin & Co. January 2011 - August 2014
KPMG Audit January 2008 - March 2009
Kaufman, Rossin & Co. May 2007 - July 2007
McGladrey & Pullen January 2007 - March 2007
Skills
Nonprofits, Sarbanes-Oxley Act, Auditing, CPA, Accounting, US GAAP, Financial Analysis, IFRS, GAAP, Finance, Risk Management
Education
Nova Southeastern University 2008 — 2010
MBA, International Business
Nova Southeastern University 2004 — 2008
Bachelor's, Accounting and Finance
CPC - Create. Play. Connect. October 2009 - Present
DMB, Inc (DF Enterprises) January 2008 - June 2008
Wallace, Plese + Dreher, LLP November 2004 - December 2007
McGladrey & Pullen January 2002 - November 2004
Tull, Forsberg and Olson June 1998 - October 2001
Skills
Auditing, Accounting, Financial Reporting, General Ledger, Budgets, Bank Reconciliation, CPA, Financial Statements, Tax Returns, Analysis, GAAP, QuickBooks, Preparation, Financial Accounting, Tax Preparation
Education
Winona State University 1995 — 1998
BS, Accounting, Business Administration
South Dakota State University 1993 — 1995
General
McGladrey & Pullen Senior associateMcGladrey & PullenNovember 2004 - Present
Education
Regis University 2005 — 2007
MBA, Accounting and finance
Kforce Inc July 2015 - Present
Robert Half Finance & Accounting August 2004 - June 2015
Confidencial Recruiting Firm August 1997 - July 2004
Lehman Brothers January 1995 - July 1997
McGladrey & Pullen September 1991 - December 1994
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor's degree, Accounting
Grant Thornton LLP April 2013 - Present
Ernst & Young December 2011 - April 2013
McGladrey & Pullen June 2008 - December 2011
I.G.A.N Marketing Corp September 2007 - May 2008
Davis Mortgages July 2005 - August 2007
Skills
US GAAP, Financial Reporting, Financial Accounting, Accounting
Education
Queens College 2006 — 2008
Accounting
McGladrey & Pullen June 2008 - August 2008
Education
Rockford University 2006 — 2008
B.S., Accounting
Trilogy Real Estate Group January 2014 - Present
LaSalle Investment Management October 2006 - December 2013
Ernst & Young May 2004 - October 2006
McGladrey & Pullen November 2002 - May 2004
Morse Data Corporation 1999 - 2002
Skills
Yardi Voyager, Sarbanes-Oxley Act, Business Analysis, Internal Controls, Budgets, Portfolio Management, Accounting, Financial Analysis, Financial Modeling, Auditing, Due Diligence
Education
Northwestern University - Kellogg School of Management 2008 — 2012
MBA, Real Estate and Finance
University of Illinois at Chicago 1997 — 2002
BS, Accounting / Information and Decision Sciences
Lockport Township High School
Lockport Township High School
Hamilton Sundstrand December 2011 - Present
Dymax Corporation April 2011 - October 2011
McGladrey & Pullen December 2005 - April 2011
Blum Shapiro January 2005 - October 2005
Education
Southern Connecticut State University 2001 — 2004
B.S., Business Administration - Accounting
Haddonfield Memorial High School
Kolltan Pharmaceuticals, Inc. July 2015 - Present
Alexion Pharmaceuticals, Inc. January 2007 - July 2015
Otis Elevator January 2004 - December 2006
Peppers & Rogers Group October 2001 - January 2003
Price Waterhouse Coopers December 2000 - July 2001
Travelers Property & Causualty August 1999 - December 2000
McGladrey & Pullen August 1998 - August 1999
Deloitte & Touche LLP September 1995 - July 1998
Skills
Financial Reporting, Internal Audit, Consolidation, Internal Controls, Accounting, US GAAP, Sarbanes-Oxley Act, Financial Analysis, IFRS, Management, Financial Accounting, Sarbanes-Oxley, Strategy, Cross-functional Team..., Leadership, Process Improvement, Finance, Forecasting, Pharmaceutical Industry, SAP, Financial Audits, Managerial Finance, Analysis, Business Process..., SEC Filings, Microsoft Excel, Corporate Finance, Mergers, CPA, Cash Flow, Financial Statements, Biotechnology, Financial Planning, Business Analysis, Change Management, Project Management, Account Reconciliation, Mergers, Auditing, Mergers & Acquisitions, Audit
Education
Quinnipiac University - School of Business 2006 — 2008
MBA, Finance / CFA
Quinnipiac University 1991 — 1995
Bachelors, Accounting
Center for Creative Leadership 2013 — 2013
Organizational Leadership
Ricoh Americas Corporation June 2014 - Present
McGladrey & Pullen October 2011 - May 2013
LECG June 2008 - March 2011
SMART Business Advisory and Consulting June 2007 - August 2007
National Penn Bank May 2006 - August 2006
Skills
Organizational..., Internal Audit, Banking, Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, Analysis, Sarbanes-Oxley, Strategy, Payroll, Accounts Payable, Fixed Assets, Assurance, Consolidation, Business Process..., Management Consulting, Risk Management, Enterprise Risk..., Financial Reporting, Financial Analysis, Process Improvement, Business Analysis
Education
Philadelphia University 2004 — 2008
BA, Accounting
The Blackstone Group June 2010 - Present
McGladrey & Pullen September 2008 - June 2010
McGladrey & Pullen January 2008 - August 2008
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Corporate Accounting
O'Connor Davies Munns & Dobbins, LLP December 2003 - Present
RSM McGladrey 1988 - 2003
McGladrey & Pullen 1988 - 2003
Skills
International Tax, Tax Accounting, Income Tax, Corporate Tax, Tax, CPA, Partnership Taxation, Tax Research, Tax Returns, Tax Advisory, S Corporations, IRS, Tax Preparation, SEC filings, Tax Law, SEC Filings
Education
Pace University - Lubin School of Business
Master of Science (M.S.), Taxation
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Public Accounting
The Blackstone Group December 2010 - Present
McGladrey & Pullen September 2008 - August 2012
RSM McGladrey January 2008 - December 2010
McGladrey January 2008 - August 2008
Skills
Accounting, Financial Accounting, US GAAP, SEC filings, Sarbanes-Oxley Act, GAAP, Financial Analysis, CPA, Financial Statements, Private Equity, Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Bachelor of Science, Accounting
Goodwill Northern Illinois December 2013 - Present
Harlem Community Center October 2013 - Present
Sikich April 2009 - November 2013
McGladrey & Pullen September 2005 - March 2009
Skills
Financial Reporting, Accounting, Quickbooks, Fixed Assets, Financial Accounting, Auditing, Reconciliation, Cash Management, Microsoft Office, Audit, Tax, Financial Analysis, General Ledger, Reconciliations, Government Accounting, Cash Flow, Non-profits, Employee Benefits, Word, Internal Controls, Compliance, Excel, Outlook, GAAP, Account Reconciliation, Microsoft Excel, Budgets, QuickBooks, US GAAP, Tax Research, Microsoft Word, Financial Statements, Nonprofits
Education
Rockford University 2014 — 2016
Master of Business Administration (MBA)
Rockford University 2000 — 2004
BA, Accounting & Business
The Hydeman Company October 2007 - Present
McGladrey & Pullen January 2006 - October 2007
Mock & Dakan February 2005 - April 2005
Hallmark Cards February 2003 - August 2003
Skills
Accounting, Auditing, Financial Analysis, Tax, Financial Accounting, CPA, General Ledger, Cash Management, Forecasting, Logistics, Training, Banking, Leadership, Finance, Time Management, Microsoft Excel, Process Improvement, Customer Service, Financial Statements, Manufacturing, Budgets, Integration
Education
University of Kansas - Graduate School of Business 2004 — 2005
Masters in Accounting & Information Systems, Taxation
Rockhurst University 2000 — 2004
Bachelor of Science, Accounting
Shawnee Mission Northwest 1996 — 2000
Ambrx, Inc. February 2010 - July 2013
Ambrx, Inc. July 2008 - February 2010
Axxora, LLC 2005 - 2008
Intuit 2004 - 2005
McGladrey & Pullen 2002 - 2004
Skills
Accounting, GAAP, Auditing, Sarbanes-Oxley Act, QuickBooks, Financial Reporting, Financial Statement..., Finance, Budgets
Education
San Diego State University-California State University 1999 — 2001
B.S., Business Administration-Accounting
The University of Tampa January 2015 - Present
Boys and Girls Club of the Suncoast February 2015 - Present
University Area Community Development Corporation, Inc. October 2012 - February 2015
The Bronx Charter School for Children November 2009 - July 2012
McGladrey & Pullen January 2008 - October 2009
The Children's Aid Society March 2005 - December 2007
B. Thayer Associates 2003 - 2005
Skills
Accounting, Auditing, Non-profits, Tax Preparation, GAAP, Bookkeeping, Management, CPA, Financial Accounting, Budgets, Finance, General Ledger, Account Reconciliation, QuickBooks, Microsoft Excel, Payroll, Microsoft Office, Cash Flow, Nonprofits, Financial Reporting, Financial Analysis
Education
Pace University 2005 — 2007
MBA, Public Accounting
Pace University 1999 — 2003
BBA, Finance
Efinancial September 2012 - Present
CONSEJO COUNSELING & REFERRAL SERVICES August 2009 - September 2012
McGladrey & Pullen May 2008 - April 2009
Freestone Capital Management September 2008 - March 2009
Deloitte & Touche September 2004 - September 2007
Skills
Financial Reporting, GAAP, Audit, Accounting, Variance Analysis, Financial Analysis, Internal Controls, SOX, Auditing, Budgeting, Financial Accounting, General Ledger, Forecasting, Cash Flow, Cash Management, Due Diligence, Financial Management, Strategic Planning, Non-profits, Payroll, Budgets, Sarbanes-Oxley Act, Managerial Finance, Finance, Analysis, Financial Statements, Risk Management, Financial Audits, Revenue Recognition, QuickBooks, External Audit, Management, Leadership, Internal Audit, Strategy, US GAAP, Assurance, Process Improvement, Tax, Financial Modeling, Training, Microsoft Excel, Executive Management, Cash Flow Forecasting
Education
Seattle University 2000 — 2004
BA, Accounting, Finance & Economics
St John's College
BNY Mellon November 2010 - Present
BDO USA, LLP December 2010 - October 2011
McGladrey & Pullen October 2005 - July 2009
McGladrey & Pullen, LLP October 2005 - July 2009
Skills
Hedge Funds, US GAAP, GAAP, SEC filings, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, Financial Statements, Fund Accounting, IFRS
Education
City University of New York-Queens College 2001 — 2005
BA, Accounting
Queens College
McGladrey & Pullen November 2007 - Present
Ernst & Young, LLP September 2006 - November 2007
Education
Simpson College 2002 — 2006
BA, Accounting, Mathematics
GFI Group December 2013 - Present
Rothstein Kass November 2011 - December 2013
McGladrey & Pullen July 2010 - November 2011
McGladrey & Pullen September 2008 - June 2010
Skills
Internal Controls, GAAP, Financial Reporting, CPA, US GAAP, Auditing, Accounting, SEC filings, Financial Analysis, Financial Accounting, Financial Statements, Private Equity, Sarbanes-Oxley Act, Bloomberg, Variance Analysis, Accounts Payable, Accounts Receivable, Commercials, Risk Assessment, Press Releases, Bank Reconciliation, P&L Analysis, Corporate Tax, Tax Research, Tax
Education
Penn State University
Accounting
J.H. Cohn LLP ManagerGoldstein Golub Kessler & Co.August 1994 - October 2003
McGladrey & Pullen August 1994 - October 2003
Education
Pace University 1985 — 1990
BBA, Public Accounting
Pace University 1985 — 1990
BBA, Public Accounting
Philips February 2009 - Present
McGladrey & Pullen November 2007 - July 2008
PKF September 2005 - November 2007
Nardella & Taylor November 2004 - July 2005
Defense Contract Audit Agency August 1999 - May 2004
Skills
SAP, Cost Accounting, Internal Controls, US GAAP, GAAP, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Accounting, External Audit, IFRS, Internal Audit, Data Analysis, General Ledger, Variance Analysis, Hyperion Enterprise
Education
University of Massachusetts at Lowell 2011 — 2013
Master of Business Administration (M.B.A.)
Southern Nazarene University 1995 — 1999
BS, Accounting
Target 2012 - Present
Hollstadt & Associates 2010 - 2012
Target 2010 - 2012
Consulting 2009 - 2010
PDI Ninth House 1995 - 2009
Old Home Foods 1991 - 1995
McGladrey & Pullen 1988 - 1991
Skills
Business Analysis, Cross-functional Team..., Change Management, Leadership, Project Management, Management, Integration, Finance, Program Management, SAP Implementation, Process Improvement, Critical Thinking, Creative Problem Solving, Coaching, IT Strategy, ERP, Business Acumen, Data Management, Vendor Management, CRM, Thought Leadership, Team Leadership, Management Consulting, Enterprise Software, IT Management, Consulting, SCUM Master
Education
St. John's University
BS, Management, Accounting and Computer Science
Herbst Gaming August 2006 - January 2013
Springfield Clinic August 2005 - July 2006
Kerber, Eck & Braeckel, LLP November 2004 - July 2005
McGladrey & Pullen May 2002 - October 2004
Skills
Accounting, Microsoft Excel, Internal Controls, Microsoft Office, Accounts Payable, Auditing, Accounts Receivable, General Ledger, Account Reconciliation, Great Plains Software, GAAP, Financial Statements, Journal Entries, FRx, QuickBooks, Payroll, Casino, Sales Tax, Microsoft Word, Bookkeeping
Education
Southern Illinois University, Carbondale 2001 — 2002
Master's, Accounting
University of Illinois Springfield 1999 — 2001
Bachelor's, Accounting
SkyWorks Capital June 2008 - Present
McGladrey & Pullen January 2004 - June 2008
Yale New Haven Hospital October 2000 - January 2004
Cohen, Kaufman and Assoc October 1997 - October 2000
Skills
Accounting, Internal Controls, Financial Reporting, Financial Analysis
Education
Quinnipiac University 1990 — 1993
MBA, Accounting
Quinnipiac University 1986 — 1990
BS, Accounting
Fallsburg High School
Platform Specialty Products Corporation November 2014 - Present
MacDermid December 2007 - November 2014
GE Commercial Finance April 2005 - December 2007
McGladrey & Pullen January 2002 - April 2005
DB Mart 1991 - 2002
Skills
Tax, Financial Reporting, Accounting, Income Tax, Tax Accounting, Account Reconciliation, Tax Research, Finance, Accruals, Analysis, Microsoft Excel, Corporate Tax, Sarbanes-Oxley Act
Education
Quinnipiac University - School of Business 1998 — 2003
Masters, Accounting
Ecolab January 2015 - Present
Ecolab September 2012 - December 2014
Tures and Associates, PC August 2009 - September 2012
McGladrey & Pullen September 2007 - March 2009
Christ United Methodist Preschool Center June 2004 - August 2007
Rockford Christian High School November 2004 - December 2006
Milllikin, Benning, Kleckler, & Kobischka February 2005 - April 2006
Skills
Microsoft Office Suite, Full Contact Accounting, Peachtree, QuickBooks, CaseWare Audit Software, IDEA software, File Cabinet, Finance, Auditing, Financial Statements, Tax, Budgets, Microsoft Office, Financial Audits, Payroll, Bookkeeping, Sales Tax, GAAP, Accounting, Tax Returns
Education
Rockford University 2004 — 2007
BS, Accounting, Religious Studies
Century 21 Tri-Cities March 2013 - Present
Waste Connections September 2011 - December 2012
McGladrey & Pullen November 2009 - February 2012
Weyerhaeuser May 2009 - October 2009
PLU School of Business August 2008 - August 2009
PLU School of Business September 2006 - August 2009
Skills
Internal Controls, Auditing, Financial Statements, Account Reconciliation, Budgets, Forecasting, Accounting
Education
Pacific Lutheran University 2005 — 2009
Bachelors, Accounting
The Duchossois Group November 2014 - Present
The Wakefield Residence July 2009 - Present
The Duchossois Group November 2010 - November 2014
McGladrey & Pullen November 2009 - November 2010
Deeper Life Ministries May 2008 - May 2009
Olivet Nazarene University Student Council December 2006 - May 2009
Olivet Nazarene University Student Learning Center August 2006 - May 2008
Mark R. Williams, CPA Tax Office January 2008 - April 2008
Macy's Department Store September 2004 - January 2008
Nazarene Publishing House June 2007 - August 2007
Skills
Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Family Office, Facebook, Advent, Axys, QuickBooks, Data Exchange, Caseware, Lotus Notes, Blackberry, Investment Portfolios, Accounting, Accounts Payable, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Olivet Nazarene University 2005 — 2009
BS, Accounting, Business Administration - Management
The Hartford October 2011 - Present
The Hartford April 2005 - October 2011
The Hartford June 1999 - April 2005
McGladrey & Pullen June 1994 - June 1999
Shawmut Bank June 1991 - June 1994
Skills
Compliance, Internal Audit, SOX, Insurance, Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, Operational Risk..., Business Process..., Accounting, Financial Risk, Financial Audits, Auditing, Property & Casualty..., IT Audit, Financial Accounting, Internal Controls
Education
Quinnipiac University 1989 — 1991
BS, Accounting
Briarwood 1987 — 1989
Associates, Accounting
Bernard Johnson & Company September 2012 - Present
McGladrey & Pullen November 2010 - August 2012
Education
Salem State University 2005 — 2009
Wikoff Color Corporation August 2013 - Present
Wikoff Color Corporation December 2008 - August 2013
McGladrey & Pullen January 2003 - December 2008
E.T. Simonds Construction Company July 1992 - June 2002
Skills
Accounting, Financial Analysis, US GAAP, GAAP, CPA, Internal Controls, Financial Reporting, Financial Accounting, Consolidation
Education
Southern Illinois University, Carbondale 1998 — 2002
MBA, Finance and Information Technology
Southern Illinois University, Carbondale 1986 — 1989
BS, Accounting and Finance
nTelos Wireless 1998 - Present
McGladrey & Pullen December 1993 - July 1998
Skills
Telecommunications, Management, Auditing, Strategic Planning, Finance, Team Leadership, Financial Reporting, Leadership, Wireless, Tax, Mergers & Acquisitions, Financial Analysis, Accounting, Managerial Finance, Financial Modeling, Internal Controls, Sarbanes-Oxley Act, Mergers, Due Diligence, Forecasting, Budgets, Process Improvement, Corporate Tax
Education
Radford University 1984 — 1988
BS, Accounting
Marriott International June 2015 - Present
BKD CPAs & Advisors July 2013 - June 2015
CohnReznick September 2011 - July 2013
McGladrey & Pullen January 2010 - April 2011
KemperSports Management May 2010 - January 2011
Skills
Accounting, Financial Reporting, GAAP, Internal Controls, Financial Analysis, Financial Accounting, QuickBooks, Sarbanes-Oxley Act, Auditing, Tax Preparation, Tax Research, US GAAP, Account Reconciliation, Payroll
Education
Western Michigan University - Haworth College of Business 2009 — 2011
MBA, Finance
Saint Mary's College 2005 — 2009
BBA, Accountancy
Hackett Catholic Central 2001 — 2005
The Depository Trust & Clearing Corporation March 2014 - Present
Deloitte & Touche July 2007 - March 2014
McGladrey & Pullen June 2006 - August 2006
Harry Katz Floor Covering June 2005 - August 2005
Harry Katz Floor Covering June 2004 - August 2004
Harry Katz Floor Covering June 2003 - August 2003
Skills
Sarbanes-Oxley Act, Auditing, CPA, SOC 1, SSAE 16, AUP, Accounting, MBA, Financial Modeling, Risk Management, Accounts Receivable, Microsoft Office
Education
Quinnipiac University - School of Business 2006 — 2007
MBA, Business
Quinnipiac University - School of Business 2002 — 2006
BS, Accounting
McGladrey & Pullen 2011 - Present
Ernst & Young January 2010 - March 2010
Skills
CPA
Education
Penn State University 2006 — 2011
Masters/Bachelors, Accounting, Finance
McGladrey May 2015 - Present
McGladrey October 2014 - April 2015
McGladrey October 2012 - September 2014
McGladrey & Pullen November 2010 - September 2012
Torrey Pines Bank July 2007 - September 2009
Education
San Diego State University-California State University 2009 — 2010
Master of Science, Accounting
San Diego State University-California State University 2003 — 2007
Bachelor of Science, Finance
McGladrey November 2010 - Present
McGladrey & Pullen 2010 - Present
Grant Thornton LLP January 2008 - November 2010
Education
Salisbury University - Perdue School of Business 2003 — 2007
BA, Accounting
Universal Service Administrative Company August 2010 - Present
USAC August 2010 - Present
McGladrey & Pullen July 2005 - July 2010
Skills
Auditing, Internal Audit, Accounting, Financial Statements
Education
Shepherd University 1993 — 1997
B.A., Accounting
McGladrey October 2013 - Present
McGladrey June 2011 - September 2013
McGladrey & Pullen May 2002 - June 2011
Skills
Auditing, Financial Reporting, Accounting, GAAP, General Ledger, Assurance, Risk Management, Internal Controls, Private Equity, US GAAP, External Audit, Corporate Tax
Education
Purdue University 1998 — 2002
Bachelor of Science (B.S.), Accounting
Purdue University 1998 — 2002
Bachelor of Science, Accounting
Marian Catholic High School 1994 — 1998
Prudential Financial May 2015 - Present
Prudential Financial May 2014 - May 2015
Prudential Financial January 2013 - May 2014
McGladrey & Pullen November 2010 - June 2011
Prudential Financial January 2009 - October 2010
Skills
GAAP, Management, Tax, Accounting, Financial Reporting, Financial Accounting, Auditing, Accounts Receivable, Sarbanes-Oxley Act, Income Tax, Financial Statements, Fixed Assets, Microsoft Excel, Payroll
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
BS, Accounting & Business Management
Robert L Collins III, CPA, LLC (previously Independent Consulting) 2011 - Present
Earl W. Morrow, CPA, PC 2006 - 2011
Collins Investments 2002 - 2008
Employee Benefit Services USA, Inc 1997 - 2002
Rank America Inc 1993 - 1997
Robert L Collins III, CPA, PC/Collins & Loundesbury, CPAs 1993 - 1995
Holiday Inn Worldwide 1991 - 1993
National Healthcare. Inc 1990 - 1991
Arthur Andersen & Company 1988 - 1990
McGladrey & Pullen 1988 - 1988
Skills
Accounting, Tax, Financial Statements
Education
Old Dominion University 1986 — 1988
BS, Accounting
WellPoint March 2008 - Present
Ethicon Endo-Surgery October 1997 - March 2008
McGladrey & Pullen 1994 - 1996
Vigortone Ag Products 1986 - 1991
Education
Purdue University 1979 — 1983
bachelors
Self-Employed January 2005 - Present
CSX 2002 - 2004
John Deere Consumer Products 1996 - 2001
Bell Atlantic 1987 - 1995
McGladrey & Pullen 1983 - 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Public Speaking, Budgets
Education
Pfeiffer University
Bachelor of Science (BS), Accounting, Business and Finance, 3.99 GPA
Thomson Reuters September 2011 - Present
McGladrey & Pullen September 2008 - September 2011
Threshold Interactive July 2007 - August 2007
Education
Rutgers University 2006 — 2008
BS, Accounting
Pasadena City College 2004 — 2006
Business Administration
Capital Group October 2012 - Present
McGladrey & Pullen July 2011 - October 2012
Grant Thornton LLP February 2008 - July 2011
NUTRISHOP USA March 2005 - December 2008
Skills
Tax Accounting, Tax Preparation, Corporate Tax, Individual Tax, Partnership Taxation
Education
San Diego State University-California State University 1996 — 1999
Bachelor of Science (B.S.), Accounting and Business/Management