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
Crowe Horwath LLP January 2015 - Present
LKD CPAs & Consultants October 2008 - January 2015
BKD, LLP October 2006 - April 2008
McGladrey & Pullen January 2005 - October 2006
Skills
Auditing, Financial Statement..., Compiling Financial..., Tax services to..., Employee Benefit Plan..., Assurance, Accounting, GAAP, Employee Benefits, Tax Research, CPA, US GAAP, Corporate Tax, External Audit, Financial Analysis, Internal Controls, Financial Reporting, Financial Accounting, Finance, Financial Statements
Education
University of Illinois Springfield 2003 — 2005
BA, Accounting
INB Wealth Strategies, a division of Illinois National Bank January 2013 - Present
Chatham Area Chamber Commerce 2015 - 2015
United Wealth Solutions, LLC June 2008 - December 2012
United Wealth Strategies, LLC April 2007 - December 2012
Pittiglio Rabin Todd & McGrath September 2000 - March 2004
BrassRing April 1999 - August 2000
Menlo Event Services July 1997 - June 1999
Shilling & Kenyon April 1995 - July 1997
McGladrey & Pullen April 1993 - April 1995
McGladrey & Pullen September 1987 - April 1993
Skills
Strategic Financial..., Manufacturing, Accounting, Financial Analysis, Auditing, Strategic Planning, Financial Reporting, Due Diligence, Mergers, Business Planning, Financial Modeling, Budget, Change Management, Process Improvement, Private Equity, Forecasting, Business Strategy, QuickBooks, Risk Management, Corporate Finance, Finance, Mergers & Acquisitions, Strategy, Management Consulting, Investments, Start-ups, Executive Management, Management, Budgets, Insurance, Tax, Small Business, Portfolio Management, Banking, Leadership, Business Process..., Corporate Development, Entrepreneurship, Financial Planning
Education
Securities & Exchange Commission 2005 — 2005
Series 7 & 66, SEC Licensed Broker Dealer Registration
University of Illinois at Urbana-Champaign 1989 — 1989
CPA, Accounting
Illinois College-Jacksonville 1983 — 1987
Bachelor of Science, Accounting
Software Company September 2014 - Present
Lifestyle Healthcare Pre-IPO company May 2014 - August 2014
BIOLASE October 2011 - May 2014
California Cartage Company August 2010 - October 2011
McGladrey & Pullen September 2008 - July 2009
Skills
Auditing, Financial Reporting, Financial Accounting, Fixed Asset Management, Corporate Finance, General Ledger, Monthly Close, Year-end Close, SEC Financial Reporting, GAAP, GAAS, Journal Entries, Microsoft Excel, Process Efficiency, Accounting, US GAAP, SEC filings, Great Plains Software, Accounts Payable, Internal Controls, Cost Accounting, Sarbanes-Oxley Act, Financial Statements, Consolidation, Revenue Recognition, Sarbanes-Oxley, Fixed Assets, SEC Filings, Microsoft Dynamics GP
Education
University of California, Riverside 2004 — 2008
Bachelor of Science, Business Administration, Accounting
Deloitte June 2015 - Present
Whole Foods Market, November 2008 - October 2013
McGladrey & Pullen November 2007 - April 2008
LaRue, Corrigan & McCormick LLP January 2007 - September 2007
Skills
Tax, Auditing, Accounting, Internal Controls, Financial Analysis, Microsoft Word, CPA, Microsoft Excel, Account Reconciliation, QuickBooks, Corporate Tax, Outlook
Education
Golden Gate University 2014 — 2015
Masters of Science in Taxation
University of California, Santa Cruz 2005 — 2006
Bacherlors of Management Economics
McGladrey October 2014 - Present
McGladrey October 2013 - October 2014
McGladrey October 2011 - September 2013
RSM Bird Cameron July 2012 - October 2012
McGladrey & Pullen November 2009 - October 2011
Capital One Real Estate & Investments January 2009 - May 2009
The Arc of Riverside County January 2009 - April 2009
Citrus Grove Catering September 2005 - January 2009
Becker CPA 2008 - 2009
McGladrey & Pullen June 2008 - August 2008
Skills
Audit, Caseware, IDEA, Lotus Notes, Microsoft Office, SEC reporting, Food Manufacturing, Auditing, SEC filings, ProSystem fx Tax, Leadership, QuickBooks, Revenue Recognition, Forensic Accounting, IFRS, CCH ProSystem fx, Financial Statements, Tax, Accounts Receivable, Journal Entries, SOX 404, Sarbanes-Oxley Act, Internal Controls, CPA, Accounting, Corporate Tax, Internal Audit, Big 4, Sarbanes-Oxley, External Audit, Tax Preparation, US GAAP, Income Tax, GAAP, Financial Accounting, Assurance, Financial Analysis, Accounts Payable, SEC Filings, Partnership Taxation, Bookkeeping, Investments, Financial Audits, Tax Returns, Financial Reporting, Coaching, Analysis, Management, Consolidation, Account Reconciliation
Education
University of California, Riverside 2005 — 2009
B.S., Accounting
La Quinta High School 2001 — 2005
Alexandria Real Estate Equities, Inc. December 2014 - Present
McGladrey & Pullen November 2009 - November 2014
University of California, Riverside October 2007 - February 2009
Education
UC Riverside 2005 — 2009
Bachelor of Science, Business Administration, concentration in Accounting
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
McGladrey November 2010 - October 2012
PricewaterhouseCoopers May 2009 - August 2009
McGladrey & Pullen May 2008 - August 2008
AAR Corp May 2007 - August 2007
Skills
Accounting, Auditing, CPA, Financial Analysis, Assurance, Financial Accounting
Education
University of Illinois at Urbana-Champaign 2005 — 2010
BS & MAS, Accountancy- Information Technology and Control Minor
Golden 1 Credit Union April 2015 - Present
Simplicity Bank November 2006 - March 2015
McGladrey & Pullen August 1993 - November 2006
Skills
Banking, Financial Analysis, Commercial Lending, Risk Management, Executive Management, Strategic Planning, Management Consulting, Strategic Financial..., Team Building, Analysis, Auditing, Business Analysis, Business Strategy, Credit, Due Diligence, Finance, Financial Accounting, Financial Institutions, Financial Planning, Financial Reporting, Financial Risk, Leadership, Loans, Mergers, Mortgage Lending, Portfolio Management, Process Improvement, Valuation, Commercial Banking
Education
University of California, Santa Barbara 1988 — 1993
Bachelor, Business Economics
Pacific Coast Banking School
Robert W. Baird & Co. July 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
Franklin Templeton Investments March 2013 - April 2013
Grant Thornton LLP June 2011 - June 2012
TMDG, LLC May 2009 - June 2011
McGladrey & Pullen September 2008 - March 2009
Skills
Internal Controls, Accounting, Audit, Internal Audit, SOX, External Audit, Financial Reporting, Auditing, GAAP, Financial Analysis, Compliance
Education
University of Michigan Business School 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master's, Accountancy
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Arts, Economics, Business Minor
McGladrey LLP September 2013 - Present
McGladrey & Pullen October 2011 - September 2013
McGladrey & Pullen September 2008 - October 2011
Deloitte & Touche January 2006 - September 2008
Skills
GAAP, Internal Controls, Financial Accounting, Financial Reporting, SOX, US GAAP, SEC filings, Auditing, Assurance, CPA, Sarbanes-Oxley Act, Financial Statements, General Ledger, Account Reconciliation, QuickBooks, Accounting, Corporate Tax, Tax, External Audit, Big 4, SEC Filings
Education
University of Central Florida - College of Business Administration 2002 — 2005
BSBA, Accounting
Radio Customs, LLC April 2015 - Present
Schooner Bay Realty, Inc. June 2015 - Present
Alan Dowell, P.A. August 2011 - Present
Schooner Bay Realty Inc June 2013 - June 2015
Schooner Bay Realty Inc July 2011 - June 2015
McGladrey & Pullen September 2010 - July 2011
Clifton Gunderson LLP August 2009 - September 2010
Clifton Gunderson LLP July 2007 - August 2009
Skills
Account Reconciliation, Financial Reporting, Real Estate Transactions, Healthcare, Accounts Payable, Analysis, QuickBooks, Foreclosures, Contract Negotiations, Real Estate Investment, Excel, Microsoft Office, Research, Bank Reconciliation, Property Management, Fannie Mae, Bulk purchase modeling, Fixed Asset Depreciation, Comparative Market..., Land Acquisition, New Home Construction, real estate accounting, property management..., Propertyware, PowerPoint, Accounts Receivable, 1099 Preparation, Benefit Cost Analysis, New Home Sales, Storage Management, Software Implementation, Auditing, Investments, REO, Leadership, Contract Negotiation, Microsoft Excel, Investment Properties, Accounting, Real Estate, Sellers, Coaching
Education
University of Indianapolis - School of Business 2003 — 2007
BA, Accounting
Health First August 2012 - Present
McGladrey & Pullen June 2007 - August 2012
TEDDER, JAMES, WORDEN & ASSOC January 2006 - June 2007
Skills
Audit, Auditing, Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, GAAP, Cost Accounting, Assurance, SEC filings, US GAAP, Internal Controls, CPA, Financial Reporting, Revenue Recognition, General Ledger, Financial Accounting
Education
University of Central Florida 2005 — 2006
Master of Science, Accounting
University of Central Florida 2003 — 2005
BSBA, Public Accounting
PASCO HERNANDO COMMUNITY COLLEGE
Associates in Arts
Broadridge 2000 - Present
Digital Entertainment Network (DEN) 1999 - 1999
PrimeTime 24 1997 - 1999
Cirrus Health Care Products 1996 - 1997
McGladrey & Pullen January 1994 - December 1995
Miltope Corporation 1986 - 1993
Price Waterhouse 1978 - 1985
Education
University of Dayton 1974 — 1978
BS, Accounting
University of Dayton 1974 — 1977
BA, Political Science
Holy Trinity High School 1972 — 1974
Archbishop Molloy HS 1970 — 1971
St. Ignatius Loyola Grade School 1962 — 1970
McGladrey LLP November 2005 - Present
McGladrey & Pullen 2005 - January 2012
RSM McGladrey, Inc. October 2005 - November 2011
American Express Tax and Business Services 1999 - 2005
Altschuler, Melvoin and Glasser LP 1978 - 2005
Skills
Venture Capital, Private Equity, Financial Modeling, Strategic Planning, Management Consulting, Valuation, Product Management
Education
University of Illinois at Chicago 1974 — 1978
BS, Accounting
Niles East High School
Spoon River College April 2015 - Present
Prairie State Bank and Trust March 2013 - April 2015
McGladrey & Pullen November 2011 - March 2013
Spoon River College May 2010 - August 2010
Skills
Accounting, Auditing, Caseware, Financial Accounting, Financial Analysis, Bookkeeping, Microsoft Office, Teamwork, Problem Solving, Open Minded, Friendly Personality, US GAAP, Financial Statements, Journal Entries, General Ledger
Education
Western Illinois University 2008 — 2011
Bachelor's of Accountancy, Accountancy
University of Illinois at Urbana-Champaign 2007 — 2008
Canton High School
LinkedIn October 2011 - Present
Juniper Networks January 2010 - October 2011
Varian, Inc. July 2007 - January 2010
McGladrey & Pullen November 2004 - June 2007
Skills
SEC filings, Oracle, Revenue Recognition, Auditing, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, US GAAP, Process Improvement, Essbase, Forecasting, Mergers, Financial Modeling, Investor Relations, GAAP, Sarbanes-Oxley, Internal Controls, Corporate Finance, Microsoft Excel, Finance, Financial Accounting
Education
Manteca High School
University of California, Davis
Bachelors of Science, Managerial Economics
Connecticut Mutual Holding Company June 2014 - Present
Barnes Group Inc. May 2013 - June 2014
McGladrey October 2011 - May 2013
McGladrey & Pullen October 2009 - October 2011
McGladrey & Pullen September 2007 - October 2009
Skills
Auditing, Project Planning, GAAP, US GAAP, CPA, SEC filings, Internal Controls, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Tax, Income Tax
Education
University of Connecticut 2005 — 2006
Masters, Accounting
University of Connecticut 2001 — 2005
Bachelors, Accounting
Verizon June 2015 - Present
Verizon May 2014 - June 2015
McGladrey January 2013 - May 2014
McGladrey & Pullen November 2010 - January 2013
Skills
GAAP, SEC filings, CPA, US GAAP, Internal Controls, Auditing, External Audit, Financial Reporting, Financial Accounting, Accounting, Sarbanes-Oxley Act, Microsoft Excel, Spreadsheets, Problem Solving, Data Analysis
Education
University of Florida 2006 — 2010
Masters of Accountancy, Accounting, 3.5
Strata Pathology Services Inc. May 2010 - Present
Accounting Management Solutions July 2008 - May 2010
Commonwealth Cash Management September 2006 - July 2007
Payrolls Plus/PayChoice February 2004 - April 2006
BankBoston January 1998 - February 2000
Fidelity Investments December 1996 - December 1997
BankBoston June 1994 - December 1996
Deloitte September 1993 - May 1994
Price Waterhouse July 1989 - June 1993
McGladrey & Pullen July 1986 - June 1989
Skills
Financial Reporting, Managerial Finance, QuickBooks, Accounting, Management, GAAP, Forecasting, Financial Analysis, Financial Audits, Internal Controls, Sarbanes-Oxley Act, Budgets, Financial Statements, General Ledger, Auditing, Revenue Recognition, Management Consulting, Payroll, Financial Accounting, Treasury Management
Education
Truman State University 1982 — 1986
Bachelor of Science, Accounting
Green City R-1 1970 — 1982
McGladrey & Pullen 2003 - Present
American Express Tax & Business Services 1998 - 2003
Wolpoff & Company 1970 - 1998
Skills
GAAP, Tax, CPA, Corporate Tax, Accounting, Income Tax, Tax Accounting, Partnership Taxation, SEC filings, Financial Analysis, Tax Preparation, Auditing, International Tax, Financial Reporting, US GAAP
Education
University of Baltimore
BDO USA, LLP 2007 - Present
Navigant Consulting Inc 2004 - 2007
Meaden & Moore 2000 - 2004
McGladrey & Pullen 1999 - 2000
Homer, Wilson & Company 1997 - 1999
Skills
Forensic Accounting, Litigation Support, Fraud, Expert Witness, Mergers & Acquisitions, FCPA, Internal Controls, CPA, Private Investigations, Litigation, Accounting, Intellectual Property, Business Valuation, Certified Fraud Examiner, Due Diligence, Tax, Insurance
Education
University of Illinois
Bachelor of Science, Accounting and Finance
Kutchins, Robbins & Diamond, Ltd. September 2010 - Present
McGladrey & Pullen August 2005 - July 2010
RSM McGladrey August 2005 - July 2010
American Express Tax and Business Services (Merged with McGladrey) July 1999 - July 2005
Veatch, Rich & Nadler, Chtd. (Merged with American Express) October 1993 - July 1999
Skills
Auditing, Accounting, Tax, Audit, Real Estate, Manufacturing, Financial Reporting, Internal Controls, Business Planning, Nonprofits, QuickBooks, Bookkeeping, CPA, Financial Analysis, Corporate Tax, GAAP, Tax Accounting, Tax Preparation, Financial Accounting, Financial Statements, US GAAP, Cash Flow, Tax Returns, Income Tax, Strategic Financial...
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
Bachelor of Science, Accountancy
James Joinson, CPA January 2015 - September 2015
CBIZ Mayer Hoffman McCann, LLC January 2011 - December 2014
Caler Donten Levine, P.A. November 2008 - December 2010
SEACOR HOLDINGS, INC. June 2004 - November 2008
RSM McGLADREY, INC. July 1998 - June 2004
McGladrey & Pullen August 1996 - July 1998
Millward and Company, CPA's December 1992 - July 1996
Texhoma Contractors, Inc. May 1988 - August 1991
Skills
FAS 109, ASC 740, State Taxation, International Tax, Corporate Tax, FIN 48, US Tax, GAAP, Tax Research, Partnership Taxation, Tax Accounting, US GAAP, SEC filings, Income Tax, Sales Tax, High Net Worth..., FAS109, Tax Preparation, ProSystem fx Tax, Tax Law, Spanish-speaking, Spanish-English
Education
Tulane University - A.B. Freeman School of Business 1988 — 1992
BSM, Accounting & Finance Degrees
Brother Martin High School, New Orleans, LA 1983 — 1987
Honors
Primus Electronics 1985 - Present
American Appraisal Associates May 2013 - April 2015
KPMG January 1998 - April 2013
McGladrey & Pullen October 1996 - December 1997
RSM McGladrey 1996 - 1997
Plante & Moran November 1992 - October 1996
Skills
Business Valuation, Financial Reporting, Valuation, Financial Modeling, Financial Analysis, Accounting, SEC filings, Intangible Assets, Due Diligence, Corporate Finance, US GAAP, Purchase Price..., Mergers, Private Equity, Restructuring, SEC Filings, Sarbanes-Oxley Act
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1992
MBA, Accounting
University of Iowa 1987 — 1989
BBA, Finance
University of Southern California 1985 — 1987
University of Iowa January 2007 - Present
University of Iowa April 1995 - December 2006
Yoder Inc. December 1984 - April 1995
Terra Industries March 1982 - November 1984
McGladrey & Pullen June 1979 - February 1982
Skills
Process Improvement, Six Sigma, Business Process..., Organizational..., Value Stream Mapping, Leadership Development, Data Analysis, Leadership, Performance Management, Strategic Planning, Continuous Improvement, Change Management, Program Management, Operations Management, Team Leadership, Workshop Facilitation, Cross-functional Team..., Lean Manufacturing, Public Speaking, Coaching, Conflict Resolution, Training, Team Building, Process Engineering, Program Development, Staff Development, Project Management, Budgets, Strategy, Management
Education
Truman State University 1972 — 1979
BS, Accounting
Stockbridge Capital Group September 2012 - Present
Capital Group December 2010 - September 2012
McGladrey & Pullen September 2006 - December 2010
Vavrinek Trine & Day, LLP May 2005 - August 2005
Skills
GAAP, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Accounting, US GAAP, SEC filings, Revenue Recognition, General Ledger, CPA, Sarbanes-Oxley Act, Financial Analysis, Tax, Financial Statements, Consolidation, SEC Filings, Assurance
Education
University of California, Santa Barbara
University of Redlands
Bachelor of Science, Financial Economics and Accounting
YG Financial Group, PC December 2010 - Present
McGladrey & Pullen August 1993 - November 2010
Skills
Recruiting, Financial Reporting, Human Resources, SEC filings, Accounting, Employee Training, Management, Due Diligence, CRM, Training, Auditing, General Ledger, Financial Statements, Strategic Planning, Budgets, Tax, US GAAP, Internal Controls, Negotiation, CPA, Income Tax, Financial Accounting, Tax Preparation, Payroll, Assurance, Mergers & Acquisitions, Finance, Financial Analysis, Team Management, GAAP, Financial Audits, Business Valuation, Forensic Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
Bachelor of Science, Accountancy
CliftonLarsonAllen December 2012 - Present
Commonwealth Care Alliance September 2012 - December 2012
Feeley & Driscoll, P.C. October 2009 - July 2012
McGladrey & Pullen October 2004 - October 2009
RSM McGladrey October 2004 - October 2009
BKD, LLP November 1994 - October 2004
Education
Truman State University 1988 — 1992
Bachelor's degree, Accounting
The Balanced Bean . a bookkeeping company May 2013 - Present
Storyville Coffee Company January 2010 - June 2010
McGladrey & Pullen January 2007 - December 2009
Skills
Microsoft Excel, US GAAP, SEC filings, Microsoft Office, CPA, GAAP, Financial Statements, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Reporting, Financial Accounting
Education
University of Central Florida 2003 — 2007
BS, Accounting
Takeda Pharmaceuticals August 2015 - Present
IDEX Corporation January 2014 - July 2015
Ernst & Young November 2012 - November 2013
McGladrey & Pullen May 2007 - October 2012
Hill Taylor, LLC October 2005 - May 2007
N/A December 2003 - October 2005
Marble Design September 2002 - October 2004
Biggs Restaurant April 1996 - January 2002
Skills
Accounting, Auditing, Financial Reporting, GAAP, CPA, Financial Accounting, Internal Controls, QuickBooks, General Ledger, Payroll, Revenue Recognition, Train Staff, Corporate Tax, External Audit
Education
University of Illinois at Chicago 1995 — 1999
BS, Accounting
Corporate Financial Consulting July 2010 - Present
SRC Land Development Corporation July 2006 - June 2010
Moss Adams, CPA's December 2004 - June 2006
Lincoln Financial Advisors January 2000 - January 2004
McGladrey & Pullen January 2001 - April 2003
PKF January 1996 - January 2000
Skills
Accounting, Project Management, Auditing, Internal Controls, Cash Flow, Financial Reporting, Due Diligence, Cash Management, CPA, Forecasting, GAAP, Financial Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles
Sociology
Ariel Investments December 2014 - Present
Ariel Investments December 2010 - December 2014
McGladrey & Pullen January 2007 - December 2010
Skills
SEC filings, Financial Reporting, Financial Analysis, External Audit, Finance, SEC Filings, Auditing, GAAP, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelors, Accountancy & Finance
Cigna August 2015 - Present
Cigna February 2013 - Present
HealthSpring January 2012 - January 2013
BlueCross BlueShield of SC September 2010 - January 2012
HealthScape Advisors LLC August 2009 - June 2010
McGladrey & Pullen September 2007 - December 2008
Southern Illinois Healthcare May 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Auditing, Internal Controls, Accounting, Analysis, Internal Audit, Finance, General Ledger, Leadership, GAAP, Management, Accounts Payable, Financial Statements, Software Documentation, Program Management, Cash Management, Healthcare, Contract Negotiation, Journal Entries
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Certified Employee Benefit Specialist, Risk Management and Insurance
University of Notre Dame - Mendoza College of Business 2013 — 2014
Executive Certificate in Negotiation
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Master's, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2004 — 2006
Bachelor's, Accountancy
Associated Group 1989 - Present
Integrated Resources (Formerly Easter Kramer) 1985 - 1989
McGladrey & Pullen 1976 - 1985
Peat Marwick (Currently KPMG) 1974 - 1976
Education
University of Illinois at Chicago
BSBA
Central Illinois Angels October 2010 - Present
Lumec Control Products, Inc May 2011 - May 2015
Lumec Control Products, Inc. November 2011 - April 2015
Economic Development Counsel of Central Illinois July 2010 - May 2012
Central Illinois Angels January 2009 - September 2010
Economic Development Council of Central Illinois August 2008 - July 2010
RSM McGladrey June 1999 - July 2008
McGladrey & Pullen September 1989 - July 2008
McGladrey & Pullen October 1984 - July 2008
Skills
Strategic Planning, Accounting, Change Management, Finance, Organizational..., Business Planning, Turn Around Management, Tax, Performance Improvement, Performance Management, Capital, Recruiting, Management, Leadership Development, Business Process..., Leadership, Start-ups, Nonprofits, Entrepreneurship, Management Consulting, Process Improvement, Human Resources, Executive Management, Consulting, Mergers & Acquisitions, Strategy, Business Strategy, Restructuring, Due Diligence, Business Development, Acquisition Integration, Investments
Education
University of Illinois at Urbana-Champaign 1989 — 1991
MBA, Business
Western Illinois University 1975 — 1977
Bachlor of Business, Accounting, Economics, Business
Brown Gibbons Lang & Company June 2014 - Present
Cross Keys Capital, LLC June 2013 - June 2014
Davis and Hosfield, LLC August 2011 - June 2013
McGladrey & Pullen 2009 - August 2011
Skills
Series 79, Level 2 CFA Candidate, CPA
Education
University of Dubuque 2007 — 2009
BA, Accounting, Accounting, Business Administration
LaSalle Investment Management August 2015 - Present
Deloitte & Touche LLP September 2011 - July 2015
Deloitte & Touche LLP January 2010 - March 2010
McGladrey & Pullen January 2009 - February 2009
Skills
Accounting, Financial Accounting, Auditing, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Masters, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting
McGladrey & Pullen 1994 - Present
Education
University of Illinois at Chicago 1990 — 1994
Lennar December 2014 - March 2015
Encore! Glass July 2014 - November 2014
The Siegfried Group November 2013 - February 2014
Personalis, Inc May 2013 - October 2013
ASSIA, Inc. June 2010 - April 2013
McGladrey & Pullen February 2009 - June 2010
Mohler, Nixon & Williams November 2007 - February 2009
PricewaterhouseCoopers 2002 - 2007
Skills
Income Tax, US GAAP, Auditing, Revenue Recognition, Accounting, SEC filings, GAAP, Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, External Audit, Consolidation, Assurance, Big 4, Financial Reporting, SEC Filings, General Ledger, Account Reconciliation, Financial Analysis, Management, Financial Accounting, Internal Audit
Education
University of California, Santa Cruz 1998 — 2002
Bachelor of Arts, Business Management in Economics
McGladrey LLP January 2013 - Present
Auction.com February 2011 - December 2012
Auction.com July 2011 - September 2012
RSM McGladrey September 1993 - January 2011
McGladrey & Pullen September 1993 - January 2011
Skills
Private Equity, Mergers, Valuation, Due Diligence, Tax Advisory, Corporate Tax, Financial Modeling, Finance, Tax, Business Valuation, Mergers & Acquisitions, Venture Capital, Internal Controls, CPA, Accounting, Investments, Financial Structuring, Income Tax, Strategy, SEC filings, Corporate Finance, Portfolio Management, GAAP, Financial Reporting, US GAAP, Restructuring, Auditing, Sarbanes-Oxley Act, SEC Filings
Education
University of Southern California 1981 — 1984
Masters, Taxation
University of California, Los Angeles 1971 — 1973
B.A., Political Science
UL February 2015 - Present
UL June 2013 - February 2015
ACCO Brands October 2011 - June 2013
McGladrey & Pullen January 2008 - October 2011
Multi Group Logistics May 2005 - December 2007
Skills
Accounting, CPA, Financial Reporting, GAAP, Account Reconciliation, Internal Controls, US GAAP, Sarbanes-Oxley Act, Auditing, Financial Analysis, Corporate Tax, Fixed Assets, Internal Audit, Financial Accounting, Accounts Receivable, Accounts Payable, Financial Statements, SEC filings, General Ledger, Sarbanes-Oxley, Variance Analysis, Cost Accounting, Financial Audits, IFRS, Consolidation, Revenue Recognition, Tax
Education
University of Illinois at Chicago 2003 — 2007
Master & Bachelor of Accounting, Accounting
Hoffman & Hoffman, Inc. January 2014 - Present
Solstas Lab Partners September 2010 - January 2014
McGladrey & Pullen April 2007 - September 2010
Clifton Gunderson LLP November 2005 - April 2007
Skills
Financial Reporting, Auditing, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Accounting, GAAP, Process Improvement, Data Analysis, Forecasting, General Ledger, Accounts Receivable, Management, US GAAP, Accounts Payable, Cost Accounting, CPA, Financial Accounting
Education
University of Illinois at Urbana-Champaign
University of North Carolina at Greensboro
RSM McGladrey January 2005 - Present
RSM McGladrey January 2005 - Present
McGladrey & Pullen 2004 - Present
McGladrey 2004 - Present
American Express Tax & Business Services (Acquired Wolpoff & Co) September 1984 - 2003
Education
University of Baltimore School of Law 1984 — 1987
Juris Doctorate, Law
University of Maryland at College Park 1974 — 1978
B.S., Accounting
Sodexo March 2015 - Present
Lockheed Martin June 2013 - March 2015
GE Transportation August 2010 - June 2013
GE Energy May 2008 - August 2010
Ernst & Young November 2004 - May 2008
McGladrey & Pullen June 2003 - November 2005
Skills
US GAAP, Financial Reporting, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Audits, SEC filings, GAAP, Auditing, CPA, Revenue Recognition, Consolidation, Sarbanes-Oxley, Financial Accounting, External Audit, Managerial Finance, Financial Statements, Tax, Cash Flow, Assurance, Account Reconciliation, Restructuring, Statutory Accounting, Variance Analysis, Internal Audit, IFRS, Cost Accounting, Corporate Tax
Education
University of Connecticut 2000 — 2003
MS, Accounting
Vital Therapies, Inc. July 2015 - Present
Charlotte Russe August 2013 - Present
Quidel September 2012 - August 2013
Quidel May 2011 - September 2012
Sitrick and Associates June 2007 - June 2011
Deloitte & Touche July 2006 - April 2007
McGladrey & Pullen January 2005 - July 2006
McGladrey & Pullen June 2004 - August 2004
Skills
Accounting, Sarbanes-Oxley Act, Tax, Internal Controls, GAAP
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Marketing and Management
University of Illinois at Chicago 2003 — 2004
Masters, Accounting
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Accounting
BKHM July 2009 - Present
BKHM, PA 2009 - Present
LGL Group February 2007 - July 2009
McGladrey & Pullen May 2005 - September 2007
RSM McGladrey 2005 - 2007
Deloitte September 1999 - May 2005
Arthur Andersen 1997 - 1999
Skills
Auditing, Internal Controls, GAAP, Accounting, SEC filings, CPA, Financial Reporting, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, General Ledger, US GAAP, External Audit, Sarbanes-Oxley, Assurance, Cash Flow, Revenue Recognition, Big 4, Due Diligence, Financial Statements, Variance Analysis, Accountants, Account Reconciliation, Cost Accounting, Business Advisory, Budgets, Fixed Assets, Financial Audits, Consolidation, Public Companies, Not for Profit, Mergers & Acquisitions, Finance
Education
University of Central Florida - College of Business Administration 1992 — 1998
MBA, Accounting
Greater Cedar Rapids Community Foundation November 2014 - Present
Simmons Perrine Moyer Bergman PLC March 2008 - October 2014
RSM McGladrey, Inc. January 1995 - November 2008
McGladrey & Pullen 1990 - 2008
Skills
Estate Planning, Tax, Trusts, Wills, Corporate Tax, Tax-Exempt Organizations, Employee Benefits, Tax Controversy, Income Tax
Education
University of California, Hastings College of the Law 1975 — 1978
Doctor of Law (J.D.)
University of California, Los Angeles
A.B., cum laude, 1975, Political Science and Economics
Workiva September 2015 - Present
Workiva August 2014 - Present
Merkle-Korff Industries October 2013 - July 2014
McGladrey & Pullen September 2006 - October 2013
Nisen & Elliott, LLC June 2003 - August 2006
McGladrey & Pullen, LLP January 2005 - April 2005
Skills
Auditing, GAAP, Accounting, Manufacturing, Financial Statements, Internal Controls, Financial Accounting, US GAAP, General Ledger, Sarbanes-Oxley Act, Sarbanes-Oxley, External Audit, Financial Reporting, SEC Filings, Management, Microsoft Excel, Account Reconciliation, Process Improvement, Accounts Payable
Education
University of Illinois at Chicago 2001 — 2006
BS, Accounting & Marketing
Carlson Hartsock & Guither PLC October 2008 - Present
Iowa City Area Chamber of Commerce 2008 - 2010
Clifton Gunderson LLP 1999 - 2008
McGladrey & Pullen 1987 - 1999
Laventhol & Horwath 1985 - 1987
Skills
Accounting, Tax, CPA, Estate Tax Planning, Estate Planning, Non-profits, Income Tax, Tax Preparation, Strategic Financial..., Corporate Tax, Small Business, Financial Planners, QuickBooks, Financial Analysis, Financial Accounting, Nonprofits, Tax Research, Financial Reporting, LLC, Trusts, Business Valuation, Budgets, Business Planning, Real Estate, Mergers & Acquisitions, GAAP, Due Diligence, Financial Advisory, Auditing, Investments, Finance
Education
University of Illinois at Urbana-Champaign 1974 — 1978
B.S., Accounting and Marketing
Pacific Service Credit Union March 2012 - Present
Self-employed September 2011 - February 2012
McGladrey & Pullen 2001 - August 2011
McGladrey & Pullen (formerly O'Rourke Sacher & Moulton) 1995 - 2001
McGladrey & Pullen (formerly O'Rourke Clark & Sacher) 1993 - 1995
Skills
Employee Benefits, Financial Institutions, Credit Unions, Auditing, Audit, Financial Accounting, Risk, Financial Reporting, Accounting, Internal Controls, GAAP, Financial Analysis, Internal Audit, Due Diligence, Banking, General Ledger, Management Consulting, Excel, Process Improvement, Corporate Finance, Executive Management, Finance, Financial Risk, Sarbanes-Oxley Act
Education
University of California, Santa Barbara 1990 — 1992
BA, Business Economics with Accounting Emphasis
Fleur de Lis Energy, LLC March 2015 - Present
Tenaska August 2011 - March 2015
Merit Energy Company August 2008 - August 2011
Merit Energy Company October 2006 - August 2008
Merit Energy Company October 2005 - October 2006
Merit Energy Company April 2005 - September 2005
Merit Energy Company August 2003 - April 2005
McGladrey & Pullen September 2002 - April 2003
McGladrey & Pullen January 2001 - August 2002
Skills
Accounting, Tax, Financial Reporting, General Ledger, Account Reconciliation, Auditing, Financial Accounting, Financial Analysis, Financial Modeling, Tax Accounting, US GAAP, Sarbanes-Oxley Act, SEC filings, SAP, Variance Analysis, GAAP, CPA, Accruals
Education
University of Illinois at Springfield 2001 — 2002
MA, Accountancy
University of Illinois at Springfield 1997 — 2001
BA, Accountancy
Live Nation Entertainment July 2014 - Present
JGD & Associates LLP December 2010 - June 2014
McGladrey & Pullen August 2005 - December 2010
Education
The University of Connecticut 2001 — 2005
Bachelor of Science (BS), Accounting
The University of Connecticut
Master of Science (MS), Accounting
MML Solution Services April 2015 - Present
MartiniBird April 2015 - Present
La Cocina February 2015 - May 2015
Piperlime / Gap Inc. September 2013 - February 2015
Gap Inc./ Gap June 2013 - September 2013
Gap / Gap Inc. November 2010 - June 2013
Gap / Gap Inc. February 2010 - November 2010
Gap Inc./Gap December 2006 - February 2010
McGladrey & Pullen January 2004 - September 2006
Skills
Forecasting, Inventory Management, Strategic Planning, Financial Reporting, Auditing, Financial Analysis, Financial Accounting, Budgets, Microsoft Excel, Project Planning, Financial Modeling, Accounting, Merchandising, Marketing, Sales, Strategy, Leadership, Apparel, Retail, Management
Education
University of Florida - Warrington College of Business Administration 2000 — 2003
Bachelors of Science, Accounting
Zurich North America January 2015 - Present
Zurich North America August 2013 - Present
Allstate Insurance March 2010 - August 2013
Pepsi March 2008 - March 2010
PepsiAmericas March 2008 - March 2010
E.C.Ortiz & Co., LLP March 2005 - March 2008
McGladrey & Pullen January 2005 - March 2008
TMC Management Corporation 2004 - 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Payroll, Accounting, GAAP, General Ledger, Microsoft Excel, Sarbanes-Oxley, Project Planning, Auditing, Risk Assessment, Financial Accounting, Financial Reporting
Education
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., Accountancy
Quigley & Miron, Certified Public Accountants June 2015 - Present
Green Hasson Janks August 2012 - April 2015
RBZ, LLP August 2011 - July 2012
American Red Cross November 2009 - August 2011
Planned Parenthood Los Angeles September 2008 - November 2009
RBZ, LLP January 2005 - August 2008
McGladrey & Pullen September 2002 - December 2004
Skills
Accounting, Microsoft Excel, Internal Controls, Financial Accounting, Financial Reporting, Tax, Auditing, QuickBooks, GAAP, Financial Statements, US GAAP, Strategic Financial..., Income Tax, Microsoft Word, Financial Analysis, Tax Preparation, Process Improvement, Leadership, Financial Modeling, General Ledger, Analysis, Nonprofits, CPA, Assurance, Sarbanes-Oxley Act, Budgets, Managerial Finance, Microsoft Office
Education
University of California, Riverside 1998 — 2002
Bachelor's, Business Admininstration - Accounting
McGladrey December 2013 - Present
McGladrey LLP December 2012 - December 2013
McGladrey & Pullen October 2009 - December 2012
McGladrey January 2008 - September 2009
Skills
ProSystem fx Tax, CCH Intelliconnect, Microsoft Office, OneSource, Caseware, Corporate Tax, International Tax, FAS 5, Team Management, Tax Returns, Income Tax, People Skills, CPA, Financial Analysis, FIN 48, Tax Law, Auditing, State Tax, Client Services, Accounting, Tax Research, Tax, Subpart F
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
KPMG February 2011 - Present
Deloitte & Touche August 2009 - February 2011
McGladrey & Pullen June 2008 - August 2008
Skills
Valuation, Financial Analysis, Auditing, Financial Modeling, Microsoft Excel, Accounting, CPA, Microsoft Office, US GAAP, GAAP, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science, Accountancy
Resources Global Professionals January 2012 - Present
Nexeo Solutions, LLC December 2012 - August 2014
Hospira October 2009 - October 2010
A/P Recovery, Inc. (APR) AP Recovery, Inc. (APR) December 2008 - October 2009
Morgan Stanley/Discover Financial May 1989 - December 2008
Centel 1985 - 1989
McGladrey & Pullen 1982 - 1989
Skills
Cross-functional Team..., Management, Leadership, Process Improvement, Accounting, Financial Analysis, Financial Reporting, Start-ups, Internal Controls, Finance, SAP, Project Management, Training, Auditing, Executive Management, Analysis, Banking, Business Analysis, Budgets, Six Sigma, Accounts Payable, Forecasting, Change Management, Vendor Management, Oracle Applications, Concur, Sarbanes-Oxley Act
Education
Truman State University
Bachelor of Science (BS), Accounting
Kaufman Hall October 2014 - Present
Cambia Health Solutions May 2012 - October 2014
Cambia Health Solutions May 2011 - May 2012
Talbot, Korvola & Warwick LLP January 2010 - May 2011
McGladrey & Pullen January 2009 - August 2009
Skills
Auditing, CPA, Accounting, Financial Statements, Financial Accounting, Internal Controls, Financial Reporting, GAAP, Statutory Accounting, Not for Profit, Financial Modeling, Healthcare, Government Accounting, Not-for-profit, General Ledger, Account Reconciliation, Financial Analysis, Finance, Corporate Finance, Strategic Financial..., Strategic Planning, Business Strategy, Business Analysis, Business Planning, Healthcare Management, Health Insurance, Healthcare Industry, Healthcare Information..., Pharmaceutical Industry, Pharmacy Benefit..., Managerial Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2016
Master of Business Administration (MBA)
University of Wisconsin-La Crosse 2004 — 2008
B.S., Accounting and Finance
Westminster Village June 2015 - Present
Panther Creek Country Club June 2011 - May 2015
McGladrey & Pullen July 2005 - June 2011
Sikich May 2004 - August 2004
Skills
Auditing, GAAP, Internal Controls, Accounting, Financial Reporting, External Audit, Financial Accounting, General Ledger, US GAAP, Sarbanes-Oxley Act, Corporate Tax, Assurance, SEC filings, Fixed Assets, Revenue Recognition, Financial Statements, CPA
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of science, Accountancy
Walton Street Capital July 2014 - Present
Walton Street Capital September 2013 - June 2014
McGladrey & Pullen January 2011 - September 2013
Navigant Consulting June 2010 - December 2010
Astellas Pharma May 2009 - August 2009
Deloitte & Touche July 2007 - February 2009
Skills
Accounting, Financial Reporting, Financial Accounting, Auditing, US GAAP, Internal Controls, Financial Analysis, GAAP, Sarbanes-Oxley Act, General Ledger, Account Reconciliation, Financial Statements, External Audit, CPA, SEC filings, Revenue Recognition, Assurance, Sarbanes-Oxley, Tax
Education
University of Illinois at Chicago 2005 — 2010
Bachelor, Accounting
Caladrius Biosciences May 2014 - Present
California Stem Cell April 2012 - May 2014
Kulicke and Soffa January 2011 - March 2012
Orthdyne Electronics February 2009 - December 2010
McGladrey & Pullen September 2006 - January 2009
Skills
Revenue Recognition, SEC filings, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, General Ledger, Auditing, Accounting, US GAAP, Cost Accounting, Variance Analysis, Consolidation, Accruals, Financial Accounting, Sarbanes-Oxley, CPA, GAAP, Financial Statements, Journal Entries, Fixed Assets, SEC Filings
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2010
MS, Accounting
140 Proof May 2013 - November 2014
Uslide.net August 2012 - October 2014
Ernst & Young November 2011 - June 2012
McGladrey & Pullen November 2009 - July 2011
Skills
Excel (Data Mining,..., HTML + CSS, Financial Analysis, Javascript, Ruby on Rails, Node.js, UX, HTML, User Experience, JavaScript
Education
University of California, Santa Barbara
Bachelor of Arts (BA), Economics
BMO Financial Group March 2012 - Present
MF Global July 2009 - November 2011
McGladrey & Pullen September 2007 - March 2009
Education
University of Illinois at Chicago 2006 — 2007
Bachelor of Science, Accounting
Engility Corporation September 2014 - Present
Ernst & Young September 2011 - September 2014
McGladrey & Pullen November 2005 - September 2011
Singer, Lewak, Greenbaum & Goldstein 2004 - 2005
Deloitte & Touche 2002 - 2004
Skills
Accounting, Auditing, CPA, Financial Reporting, GAAP, Internal Controls, SEC filings, Sarbanes-Oxley Act, US GAAP, Assurance, External Audit
Education
University of Hartford 2001 — 2002
Masters in Accounting, accounting
Western New England University 1997 — 2001
Maquoketa Community Schol District May 2015 - Present
Northeast Community School District March 2013 - Present
McGladrey August 2012 - March 2013
McGladrey & Pullen September 2010 - August 2012
US Tax & Insurance January 2008 - May 2010
Skills
Accounts Payable, Auditing, Assurance, Financial Reporting, Management Consulting, Payroll, Tax, Human Resources, Accounting
Education
University of Dubuque 2007 — 2010
BA, Accounting and Human Resource Management
R&R Partners October 2011 - Present
R&R Partners August 2004 - October 2011
McGladrey & Pullen 2002 - 2004
Price Waterhouse 1994 - 2000
Skills
Accounting, Market Research, Online Advertising, CPA, Strategic Planning, SEC filings, Budgets
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance, Entertainment
University of Oregon - Charles H. Lundquist College of Business 1990 — 1994
BS, Accounting
Accelerance, Inc. September 2010 - Present
BizPlanIt Companies 1997 - Present
Cayenne Consulting 2008 - 2014
Realty ONE Group 2005 - 2014
Growthink 2006 - 2008
Real Estate Investment Firm 2005 - 2007
McGladrey & Pullen January 1995 - August 1996
Skills
Start-ups, Entrepreneurship, Financial Modeling, Financial Projection, Finance, Strategy, Business Planning, Business Development, Venture Capital, Due Diligence, Business Strategy, Strategic Planning, Management Consulting, Small Business, Business Model..., Strategic Partnerships, Business Plans, Financial Analysis
Education
University of Arizona, Eller College of Management 1990 — 1994
BA, Business, Accounting, Entrepreneurship
Strad Energy Services Ltd. July 2015 - Present
Strad Energy Services Ltd. July 2013 - July 2015
BluSKY Restoration Contractors December 2011 - June 2013
Solera National Bank June 2009 - December 2011
McGladrey & Pullen January 2008 - April 2009
Skills
Financial Analysis, Accounting, GAAP, Auditing, US GAAP, SEC filings, Financial Reporting, CPA, Revenue Recognition, Internal Controls, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Microsoft Excel, Financial Accounting, Customer Service, Cash Flow Forecasting, Budgets
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Accounting, Accounting
University of Canterbury 2006 — 2006
RSM McGladrey September 1998 - January 2010
McGladrey & Pullen 1998 - 2010
USF &G Insurance - St. Paul Companies September 1995 - September 1998
Skills
College Recruiting, Talent Acquisition, Succession Planning, Onboarding, Workforce Planning, Talent Management, Project Management, Human Resources, Employee Relations, Employee Benefits, Benefits Administration, Applicant Tracking..., Deferred Compensation
Education
Towson University 1995 — 1997
Masters, Human Resources Development
University of Maryland Baltimore County 1992 — 1995
Bachelor of Arts, Psychology, Social Work
Edward Jones August 2015 - Present
Fusion Packaging October 2009 - August 2015
Helderberg Small Business Solutions, LLC July 2009 - December 2010
MIS Group December 2006 - July 2009
Hostnet December 2006 - June 2008
Planet Tan July 2006 - December 2006
KidKraft February 2003 - May 2006
McGladrey & Pullen February 1998 - January 2003
Skills
Financial Reporting, Accounting, Strategic Planning, Cash Flow, Team Building, Financial Analysis, Forecasting, Microsoft Office, Business Planning, Budgets, Microsoft Excel, Process Improvement, Strategic Financial..., Management, Strategy, Leadership, Manufacturing, Human Resources, Finance, Managerial Finance, Executive Management, Business Strategy, Business Development, Restructuring
Education
University of Cape Town 1991 — 1995
BBusSc, Accounting & Finance
St Stithians College 1986 — 1990
High School
Tanium June 2014 - Present
Ebates November 2013 - June 2014
Electronic Arts June 2011 - November 2012
Electronic Arts July 2010 - June 2011
Electronic Arts August 2007 - January 2010
McGladrey & Pullen 2004 - 2007
Skills
Essbase, SEC filings, Sarbanes-Oxley Act, Revenue Recognition, Variance Analysis
Education
University of California, Los Angeles
BA
Hughes Pittman & Gupton LLP September 1999 - Present
McGladrey & Pullen 1983 - 1999
Skills
Tax, CPA, Income Tax, Tax Research, Corporate Tax, Tax Accounting, Venture Capital, GAAP, Tax Preparation, Auditing, Financial Reporting, Internal Controls, Accounting, Budgets, Mergers & Acquisitions
Education
University of Florida 1977 — 1982
Master of Accounting, Accounting
WEM Services & Solutions May 2010 - Present
McCree, Inc. August 2009 - June 2010
McGladrey & Pullen April 2007 - August 2007
Education
University of Central Florida
B.S.B.A; B.A., Accounting; Legal Studies
Stanley Black & Decker, Inc. May 2014 - Present
Stanley Black & Decker , Inc. May 2012 - April 2014
McGladrey & Pullen September 2008 - April 2012
Skills
Financial Reporting, Auditing, CPA, Financial Audits, SEC Financial Reporting, Consolidated Financial..., Accounting, GAAP, Financial Accounting, Financial Statements, SEC Filings, Consolidation, US GAAP
Education
The University of Connecticut 2008 — 2010
Masters in Accounting
The University of Connecticut 2004 — 2008
Bachelor of Science, Accounting
Laticrete International May 2012 - Present
McGladrey & Pullen September 2008 - May 2012
McGladrey & Pullen May 2007 - July 2007
Education
University of Connecticut 2008 — 2010
Master's, Accounting
University of Connecticut 2004 — 2008
Bachelor's, Accounting
McGladrey & Pullen 2007 - Present
Education
University of Illinois at Chicago 2006 — 2007
McGladrey & Pullen Audit InternRSM McGladrey2007 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
OpenTable October 2014 - Present
3VR November 2012 - October 2014
3VR November 2011 - November 2012
Ernst & Young October 2008 - November 2011
McGladrey & Pullen June 2007 - August 2007
Skills
GAAP, Accounting, Project Management, US GAAP, Financial Reporting, Auditing
Education
University of California, Los Angeles 2004 — 2008
Bachelor of Arts (BA), Economics, minor Accounting
RealtyMogul.com March 2015 - Present
American Assets Investment Management, American Assets Inc. December 2012 - March 2015
American Assets, Inc - American Assets Investment Management December 2011 - December 2012
American Assets March 2011 - December 2011
McGladrey & Pullen August 2005 - March 2011
University of Connecticut Masters Program May 2007 - August 2007
Skills
SEC filings, Internal Controls, Auditing, Accounting, Sarbanes-Oxley, Financial Statements, Income Tax, FAS 5, GAAP, US GAAP, SEC, CPA, Revenue Recognition, Consolidation, Financial Reporting, Financial Analysis, Assurance, Financial Accounting, 10Q, External Audit, General Ledger
Education
The University of Connecticut 2005 — 2006
Masters of Science, Accounting
The University of Connecticut 2001 — 2005
Bachelor of Science (B.S.), ACCOUNTING
Steinberg Advisors, Ltd. August 2011 - Present
Cancer Wellness Center November 2008 - Present
McGladrey & Pullen 2005 - August 2011
RSM McGladrey/McGladrey & Pullen 1985 - August 2011
RSM McGladrey 1985 - 2009
Berger, Goldstein & Company 1987 - 1998
Skills
Tax, Tax Preparation, Accounting, Financial Reporting, CPA, Corporate Tax, Income Tax, Tax Accounting, Internal Controls, Financial Statements, Financial Accounting, US GAAP, Tax Returns, Management, Auditing, Business Valuation, Tax Advisory, QuickBooks, Forensic Accounting, General Ledger, US Tax, Bookkeeping, Due Diligence, Revenue Recognition, Managerial Finance, Tax Law, Sarbanes-Oxley Act, Accountants, External Audit, Internal Audit, S Corporations, Financial Analysis, Mergers & Acquisitions, Assurance, FIN 48, Strategic Financial..., International Tax, Payroll
Education
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
Bachelor of Science, Accountancy
East West Bank May 2010 - Present
McGladrey & Pullen September 2005 - April 2010
Skills
Auditing, Financial Analysis, Financial Accounting, US GAAP, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Banking, Regulatory Reporting, CPA, Loans, General Ledger, Account Reconciliation, Variance Analysis, Microsoft Excel, PeopleSoft, Credit, Project Management, Problem Solving, Personnel Supervision, Management, Monthly Close Process, Internal Financial...
Education
University of California, Los Angeles 2001 — 2005
Bachelor's Degree, Business Economics, Minor in Accounting
San Marino High School
San Marino High School
CAC Certified Public Accountants & Consultants December 2007 - Present
Anton & Chia LLP 2013 - 2015
Grobstein, Horwath & Company LLP July 2007 - December 2007
McGladrey & Pullen December 2003 - July 2007
Corbin & Wertz January 2001 - December 2003
Skills
Auditing, Accounting, Finance, CPA, Financial Reporting, Assurance, GAAP, SEC Filings, Internal Controls, US GAAP, Valuation, Financial Accounting, Sarbanes-Oxley Act, Financial Audits, Financial Statements, Corporate Strategy...
Education
University of California, Riverside 1996 — 2000
Bachelor of Science (B.S.), Business Administration / Accounting
Saddleback Community College 1996 — 1998
Riverside Community College 1994 — 1996
Florida Peninsula Insurance August 2013 - Present
VAS Aero Services August 2011 - August 2013
Tenet Healthcare September 2010 - August 2011
McGladrey & Pullen September 2008 - September 2010
McGladrey January 2008 - April 2008
McGladrey & Pullen January 2007 - March 2007
TGI Fridays August 2002 - June 2006
XGear Technologies April 2004 - June 2005
Skills
Auditing, Healthcare, Financial Reporting, Accounting, Financial Analysis, Internal Controls, GAAP, Financial Accounting, CPA, Account Reconciliation, Forecasting, SEC filings, US GAAP, Sarbanes-Oxley Act, Budgets, Process Improvement, QuickBooks, Financial Statements, Microsoft Excel, General Ledger, Variance Analysis, Cash Flow, PeopleSoft, Access, Accounts Payable, Payroll, Customer Service, Microsoft Word, Accounts Receivable, Tax Accounting, Management, Microsoft Office, Finance, Fixed Assets, Tax
Education
Florida Atlantic University 2006 — 2008
Master of Business Administration (MBA), Accounting
Florida Atlantic University 2006 — 2008
Master of Accountancy (MAcc), Master of Business Administration
University of Florida 1998 — 2002
B.A., Criminology
University of Florida 1998 — 2002
B.S., Psychology
Southern Illinois University September 2009 - Present
Southern Illinois University August 2005 - September 2009
Aisin Mfg. Illinois, LLC September 2004 - August 2005
McGladrey & Pullen June 1999 - June 2004
American Express Tax & Business Services August 1998 - June 1999
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Accountancy
Pinckneyville Community High School
Covenant Consulting Ltd January 2011 - Present
Clifton Gunderson LLP March 2003 - December 2010
RSM McGladrey 1991 - 2002
McGladrey & Pullen 1991 - 2000
Skills
Tax Preparation, Manufacturing, Accounting, Auditing, Tax Accounting, Management Consulting, Strategic Planning, Leadership, Corporate Tax, Process Improvement, Retail, Tax, Management, Financial Analysis, CPA
Education
University of Illinois at Urbana-Champaign
Central Florida Oral & Maxillofacial Surgery February 2005 - Present
Thomas Meena CPA September 2003 - Present
McGladrey & Pullen 1981 - 2003
Skills
Tax, CPA, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Finance, Forecasting, GAAP, Financial Analysis, Budgets, QuickBooks, US GAAP, Accounting, Internal Controls, Auditing
Education
Tri-State University 1976 — 1980
BS, Accounting
Quorum Federal Credit Union January 2015 - Present
Quorum Federal Credit Union February 2014 - Present
Quorum Federal Credit Union January 2013 - Present
Quorum Federal Credit Union February 2006 - December 2012
McGladrey & Pullen August 1997 - July 2004
IBM March 1995 - February 1996
IBM July 1994 - March 1995
Skills
Internal Controls, Finance, Sarbanes-Oxley Act, Internal Audit, SEC filings, IT Audit, Risk Management, Credit, General Ledger, Loans, Management, GAAP, SEC Filings, Banking, Financial Modeling, Accounting
Education
University of Connecticut 1993 — 1997
BS, Accounting
Bristol Central High School
Bristol Central High School
RSM McGladrey July 2005 - August 2010
McGladrey & Pullen July 2005 - August 2010
Barnes Dennig & Company July 2003 - May 2005
Skills
GAAP, Auditing, Financial Reporting, CPA, Tax, Internal Controls
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Accountancy
Holly Rogers, CPA, MBA 2015 - Present
John Knox Village 2009 - 2014
John Knox Village 2001 - 2009
McGladrey & Pullen 1999 - 2001
Donnelly Meiners Jordan Kline 1999 - 2001
Unitog 1997 - 1999
Taylor, Perky & Parker 1996 - 1999
Skills
Accounting, Financial Reporting, Financial Analysis, Budgets, Microsoft Excel, Microsoft Dynamics GP, Management Reporter, Ultipro, Cognos, Webcare by HealthMedX, FRx Report Designer, GAAP, General Ledger, Account Reconciliation, Financial Accounting, Training, Internal Audit, Internal Controls, Paper Craft, Interactive..., Event Planning, Childcare
Education
University of Kansas - Graduate School of Business 2004 — 2008
Master of Business Administration (M.B.A.)
University of Central Missouri 1992 — 1996
BSBA, Accounting
Smith-Cotton High School 1989 — 1992
Diploma
Western Allied Corporation August 2008 - Present
VSR Logistics March 2007 - May 2008
McGladrey & Pullen September 2005 - March 2007
Jeffery Corrigan & Shaw LLP October 1995 - September 2005
Education
University of California, Los Angeles 1988 — 1991
Lockheed Martin Corporation July 2013 - Present
Lockheed Martin Corporation June 2008 - July 2013
Larson Allen, LLP January 2008 - April 2008
McGladrey & Pullen January 2007 - April 2007
Skills
Tax, Accounting, CPA, Tax Preparation, Auditing, General Ledger, Financial Analysis, Financial Statements, US GAAP, Financial Accounting, Account Reconciliation, QuickBooks, SAP, Tax Research, Income Tax, SEC filings, Team Leadership, GAAP, Sarbanes-Oxley Act, Variance Analysis, Sarbanes-Oxley, Government Contracting, Revenue Recognition, Accruals, Consolidation, Financial Reporting
Education
University of Central Florida 2007 — 2009
Masters of Science, Taxation
University of Central Florida 2005 — 2007
Bachelor's in Business Administration, Accounting
Weltman Bernfield LLC September 2014 - Present
McGladrey October 2012 - August 2014
McGladrey October 2010 - September 2012
McGladrey & Pullen September 2007 - September 2010
Reznick Group 2004 - 2007
Skills
GAAP, Accounting, Financial Reporting, Auditing, CPA, Internal Controls, Financial Accounting, US GAAP, Tax, Financial Analysis, Financial Statements, Internal Audit, Tax Preparation, External Audit, Assurance, General Ledger
Education
University of Illinois at Chicago 2001 — 2004
MBA/MSA, Business, Finance and Accountancy
University of Wisconsin-Madison 1997 — 2001
BS, Sociology
RLI April 2015 - Present
IASA 2014 - Present
RLI November 2006 - September 2012
McGladrey & Pullen September 2003 - November 2006
Skills
GAAP, Financial Reporting, Accounting, CPA, Internal Controls, US GAAP, Sarbanes-Oxley Act, Auditing, Variance Analysis, General Ledger, SEC filings, Statutory Accounting, Financial Accounting, Insurance, Financial Analysis, Accounts Receivable
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS, Accountancy and Finance
Warner Bros. Entertainment Group of Companies December 2013 - Present
Shed Media US November 2012 - December 2013
Warner Bros. Entertainment Group of Companies August 2010 - November 2012
McGladrey & Pullen September 2007 - August 2010
Skills
SAP, Microsoft Office, Caseware, Financial Analysis, Financial Reporting, Accounting, Auditing, Lotus Notes, Analysis, Budgets, Financial Accounting, US GAAP, Finance
Education
University of California, Los Angeles 2002 — 2006
B.A., Economics, Accounting
Woodrow Wilson High School
McGladrey October 2012 - Present
McGladrey & Pullen November 2009 - October 2012
Skills
Auditing, Internal Controls, GAAP, Financial Modeling, Microsoft Excel, External Audit, Internal Audit, Assurance
Education
University of Connecticut 2005 — 2009
BS, Accounting
Wells Fargo July 2015 - Present
PennyMac January 2013 - July 2015
KPMG Audit October 2002 - January 2013
McGladrey & Pullen October 1999 - October 2002
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, Financial Reporting, Accounting, Financial Analysis, GAAP, Enterprise Risk..., Internal Audit, Due Diligence, Financial Modeling, Valuation, Financial Accounting, Risk Management, Big 4, External Audit, Tax, Corporate Finance
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Clay County, Missouri August 2009 - Present
McGladrey & Pullen January 2007 - August 2009
Skills
GAAP, Financial Reporting, Financial Statements, Internal Controls, Accounting, Financial Accounting, Auditing, Tax Research, Revenue Recognition, Microsoft Word, Microsoft Office, Financial Analysis, General Ledger, Customer Service, Microsoft Excel, Analysis, External Audit, Public Speaking, Government, Nonprofits, Assurance, US GAAP, Account Reconciliation, Fixed Assets, Financial Audits, Accounts Payable, Internal Audit, Variance Analysis, Policy, Government Accounting, Government Auditing, Accruals, Accountants
Education
University of Central Missouri 2006 — 2006
MAAcc, Accounting
Central Missouri State University 2003 — 2005
BSBA, Accounting
McGladrey September 2008 - Present
McGladrey & Pullen September 2002 - August 2008
American Express TBS September 1998 - August 2002
American Express TBS September 1996 - August 1998
Skills
GAAP, Internal Controls, US GAAP, Accounting, Financial Reporting, Auditing, CPA, Sarbanes-Oxley Act, Corporate Tax, Tax Accounting, Tax, External Audit
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
BS, Accountancy
Crowe GHP Horwath August 2009 - Present
McGladrey & Pullen September 2007 - July 2009
Skills
IFRS, Accounting, Internal Audit, Auditing, External Audit, CPA, US GAAP, Financial Accounting, Financial Reporting, Financial Statements, General Ledger
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2007
M.S., Accounting
Robert Half Management Resources May 2015 - Present
World Courier 2009 - August 2012
McGladrey & Pullen 2004 - 2009
Deloitte & Touche September 1996 - November 2004
Skills
Auditing, Accounting, Internal Controls, Internal Control..., Risk Assessment, Compliance, Corporate Governance, Financial Reporting, Due Diligence, Finance, Financial Audits, Management, Financial Analysis, External Audit, Internal Audit, Financial Risk
Education
University of Connecticut 1992 — 1996
BS, Accounting
McCorkle Construction Company January 2011 - Present
Borcheck and Gase December 2008 - December 2010
McGladrey & Pullen July 2003 - December 2008
Skills
Tax Preparation, SEC filings, Sarbanes-Oxley Act, CPA, Financial Accounting, Internal Controls, Accounting, GAAP, Tax, Auditing, US GAAP, Financial Reporting, Variance Analysis
Education
University of Central Florida 1999 — 2001
BS, Accounting
Pinnacle Architectural Lighting July 2013 - Present
Paddington Station, Inc. July 2009 - January 2013
Accountemps January 2006 - June 2009
Colorado Community Revitalization Association June 2002 - November 2004
Apartment Store*Apartment Guide September 1997 - November 2000
CSA Architects, P.C. January 1994 - December 1995
Chicago Title of Colorado, Inc. October 1991 - June 1994
McGladrey & Pullen June 1984 - July 1991
Schmidt, Elrod & Wills June 1979 - February 1984
Skills
Budgets, Public Relations, Community Outreach, Event Planning, Research, Fundraising, Nonprofits, Microsoft Excel, Microsoft Word, Public Speaking, Volunteer Management, Microsoft Office, Outlook, PowerPoint, Management, Strategic Planning, Social Media, Customer Service, Grant Writing, Editing, Community Development, Leadership, Program Development, Policy
Education
University of Colorado Denver 2001 — 2006
BA, MA (EBT), History, Historic Preservation
University of Colorado Denver 2001 — 2006
Bachelor's degree, History
McGladrey & Pullen September 2003 - Present
Skills
Financial Reporting, Accounting, Internal Controls
Education
UCLA
Bachelor's degree, Accounting and Business/Management
Hiawatha Broadband Communication, Inc. September 2010 - Present
McGladrey & Pullen August 2007 - August 2010
Deloitte & Touche 1999 - 2007
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Accounting, Auditing, GAAP, Financial Accounting, Financial Analysis, External Audit, CPA, Due Diligence
Education
Universidad de Puerto Rico 1991 — 1995
Bachelor, Business Administration / Accounting
Stericycle June 2015 - Present
Cenveo January 2010 - May 2015
Altivity Packaging November 2006 - August 2008
Dade Behring March 2000 - November 2006
Monsanto June 1998 - March 2000
Equity Residential Properties November 1997 - June 1998
McGladrey & Pullen January 1995 - November 1997
Balcor December 1989 - December 1994
Skills
SEC filings, Consolidation, Foreign Currency, Financial Reporting, Derivatives, Process Improvement, Internal Audit, Sarbanes-Oxley Act, General Ledger, Finance, Tax, JD Edwards, Account Reconciliation, Financial Statements, Financial Analysis, Accounting, Variance Analysis, Journal Entries, SEC Filings, Accruals, Analysis, Accounts Receivable
Education
University of Illinois at Chicago 1983 — 1988
BS, Finance
INTEGRUS Consulting LLC January 2008 - Present
Bankers Trust Co 2009 - 2014
McGladrey & Pullen January 1973 - December 2007
mcgladrey & Pullen 1973 - 2007
Skills
Tax, Mergers, Business Valuation, Succession Planning, Management Consulting, Process Improvement, Exit Strategies, Finance, Mergers & Acquisitions, Business Process..., Management, Restructuring, Auditing, Financial Reporting, Managerial Finance, Acquisition Integration, Internal Controls, CPA, SEC filings, Sarbanes-Oxley Act, Financial Analysis, GAAP, Due Diligence
Education
University of Iowa 1968 — 1973
BBA, Accounting & Finance
Keota High School
Self Employed February 2008 - Present
West Side Unlimited Corporation November 1997 - February 2008
West Side 1997 - 2007
McGladrey & Pullen January 1978 - November 1997
Education
Truman State University 1974 — 1978
Bachelor of Science, Accounting
SCTXi October 2010 - Present
Harland Clarke May 2008 - October 2010
Harte-Hanks June 2005 - April 2008
Ingersoll Rand April 2003 - June 2005
BMO Harris Private Banking January 2001 - April 2003
McGladrey & Pullen August 1997 - January 2001
County of San Bernardino August 1996 - July 1997
Skills
SAP, Process Improvement, Sarbanes-Oxley Act, PeopleSoft, Forecasting, Financial Analysis, Financial Reporting, Accounting, Budget, General Ledger, Access, Strategic Planning, JD Edwards, JDE Enterprise One, JDE One World, iPhone Application..., iPad, Mobile Applications, Android Development, Paperless, Green Technology, Oracle Applications, SAP ERP, ERP Oracle, VBA, Visual Basic, Visual C++, Visual C#, .NET, ASP.NET, PHP, Social Media, Social Media Marketing, Recruiting, Consulting, Strategic Consulting, Website Development, Template Creation, Winshuttle, Training, Process Automation, SQL, Budgets, Internal Controls, Financial Modeling, ERP, Finance, Management, Business Process..., Auditing
Education
University of California, Riverside 1993 — 1996
BS, Business Administration
Panolam Surface Systems April 2015 - Present
SilverSky (fka Perimeter E-Security) January 2010 - April 2015
McGladrey & Pullen August 2007 - January 2010
AIFS May 2006 - August 2006
Skills
Management Accounting, Internal Controls, Accounting, Financial Forecasting, Corporate Budgeting, Variance Analysis, Control Testing
Education
The University of Connecticut 2003 — 2007
Bachelor of Science, Accounting
Apple October 2014 - Present
Apple July 2012 - October 2014
Epicor Software Corp October 2011 - July 2012
Seyfarth Shaw June 2010 - August 2011
Kraft Foods July 2008 - May 2010
McGladrey & Pullen September 2006 - June 2008
American Express TBS January 2005 - April 2005
Skills
Auditing, Finance, Financial Reporting, Financial Analysis, Accounting, Variance Analysis, Sarbanes-Oxley Act, Internal Controls, Forecasting, Asset Management, Hyperion Enterprise
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2006
Masters, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelors, Accountancy
First Bankers Trustshares, Inc. 2006 - Present
First Bankers Trust Services, Inc. 1997 - Present
Quincy Soybean Co. - Archer Daniels Midland (ADM) 1993 - 1997
McGladrey & Pullen 1991 - 1993
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelors of Science, Agriculture and Accounting
McGladrey LLP January 2014 - Present
Public Company Accounting Oversight Board June 2012 - December 2013
McGladrey & Pullen October 2003 - July 2012
Arthur Andersen January 2001 - April 2001
Skills
SEC filings, Broker-Dealer, Financial Services, Investment Companies, Financial Reporting, PCAOB standards, US GAAP, AICPA Clarified..., GAAP, Sarbanes-Oxley Act, External Audit, Financial Analysis, Financial Accounting, Due Diligence, Accounting, Financial Statements, Sarbanes-Oxley, Assurance, Auditing, Internal Controls, Revenue Recognition, SEC Filings
Education
University of Illinois at Urbana-Champaign 2002 — 2003
Master's degree, Accounting
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor's degree, Accounting
International Fund Services January 2010 - Present
McGladrey & Pullen January 2008 - December 2009
Education
University at Buffalo
BS, Business Administration - Accounting
McGladrey & Pullen January 2010 - Present
KPMG September 2008 - September 2009
Banco Popular North America June 2006 - August 2006
Skills
Internal Controls
Education
University of Illinois at Urbana-Champaign 2007 — 2008
Masters, Accounting
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Accounting
Wolverine Trading December 2014 - Present
McGladrey & Pullen November 2009 - Present
McGladrey October 2013 - November 2014
Skills
US GAAP, CPA, Internal Controls, Financial Reporting, Auditing, Accounting, GAAP, External Audit
Education
University of Illinois at Urbana-Champaign 2005 — 2009
MAS, Accountancy
CBIZ MHM, LLC August 2001 - Present
BrookWeiner LLC January 2009 - May 2011
McGladrey & Pullen August 2007 - December 2008
CBIZ MHM, LLC January 2004 - August 2007
Skills
Tax
Education
University of Illinois at Chicago 2001 — 2003
Merkle-Korff Industries September 2013 - Present
Merkle-Korff Industries October 2011 - September 2013
McGladrey & Pullen January 2006 - October 2011
Skills
GAAP, US GAAP, Financial Reporting, CPA, Internal Controls, Sarbanes-Oxley Act, SEC filings, Financial Accounting, Auditing, Financial Statements, General Ledger, Revenue Recognition, Consolidation, Fixed Assets
Education
University of Illinois at Chicago 2000 — 2005
BS, Accounting, Finance
The Permanente Medical Group February 2009 - Present
McGladrey & Pullen September 2004 - February 2009
Education
University of California, Santa Barbara 1999 — 2003
BA, Business Economics / Accounting
Tenable Network Security March 2013 - Present
Tenable Network Security May 2011 - Present
McGladrey & Pullen July 2006 - April 2011
Skills
Testing, Sarbanes-Oxley Act, Auditing, Integration, Analysis, CPA
Education
University of Baltimore 2004 — 2006
BS, Business Adminstration: Accounting
ISC8 2013 - Present
Spectrum Group International 2010 - 2013
Clean Energy Fuels Corp 2009 - 2010
Fuel Systems Solutions, Inc. 2007 - 2009
BakerCorp International 2005 - 2007
UnitedHealth Group 2000 - 2005
The Brink's Company/KPMG 1997 - 2000
McGladrey & Pullen 1995 - 1997
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, GAAP, CPA, US GAAP, Internal Controls, SEC filings, Consolidation, Budgets, Mergers & Acquisitions, Finance, Forecasting, Auditing, Strategic Planning, Strategy, SEC Filings
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2005
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of California, Riverside 1991 — 1995
Bachelor of Science (B.S.), Accounting and Finance
Core Digital Media January 2013 - Present
Experian Consumer Services January 2011 - January 2013
McGladrey & Pullen September 2007 - January 2011
Mark IV Capital, Inc. January 2006 - June 2006
PalPilot November 2004 - October 2005
Hawking Technologies September 2004 - November 2004
Hitachi Chemical June 2004 - September 2004
Skills
Accounting, GAAP, Accounts Payable, Revenue Recognition, Financial Reporting, US GAAP, Financial Accounting, Mandarin, Internal Controls, SEC filings, Auditing, Sarbanes-Oxley Act, Assurance, Variance Analysis, Mergers & Acquisitions, Forecasting, CPA, General Ledger, Sarbanes-Oxley, Finance, Hyperion Enterprise, Income Statement, Cash Flow, Budgets, Strategic Financial..., Corporate Finance, Financial Statements, Essbase, Managerial Finance, SEC Filings
Education
University of Southern California - Marshall School of Business 2011 — 2013
Graduate Certificate, Financial Analysis and Valuation, GPA 3.7 out of 4.0
University of Southern California - Marshall School of Business 2006 — 2007
Master of Accounting, Accounting, GPA 3.54 out of 4.00
University of California, Irvine 2001 — 2004
Bachelor of Arts, Economics, Management, GPA 3.86 out of 4.00
Abbott March 2015 - Present
Abbott September 2013 - March 2015
Abbott July 2013 - August 2013
Abbott January 2013 - July 2013
Abbott Nutrition July 2012 - December 2012
Abbott Nutrition January 2012 - July 2012
Abbott August 2011 - January 2012
Abbott May 2010 - August 2010
McGladrey & Pullen January 2010 - April 2010
Skills
Financial Analysis, Accounting, Forecasting, Microsoft Excel, SAP, Finance, Analysis, Pharmaceutical Industry, Financial Reporting, Financial Modeling, Cost Accounting, Data Analysis, Auditing, Essbase
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BAS, Accountancy
Daymon Worldwide November 2014 - Present
Daymon Worldwide November 2013 - October 2014
Daymon Worldwide March 2010 - November 2013
McGladrey & Pullen November 2008 - January 2010
Deloitte January 2007 - October 2008
Skills
Tax Accounting, Tax, Financial Accounting, Team Leadership, US GAAP, Financial Audits, GAAP, CPA, Consolidation, Auditing, Financial Reporting, Accounting, Leadership
Education
University of Connecticut
Masters, Accounting
KBS Realty Advisors July 2014 - Present
The Smart Circle / Innovage August 2012 - July 2014
McGladrey & Pullen January 2009 - July 2011
Semaphore Financial Solutions July 2008 - December 2008
Hall & Company, CPA January 2008 - June 2008
Cheung & Chu, CPA January 2007 - June 2007
Foxconn 2004 - 2006
Skills
Audit, Tax Filing, Bookkeeping, US GAAP, Internal Controls, Internal Audit, Financial Statements, External Audit, General Ledger, Revenue Recognition, Accounting, Auditing, Financial Accounting, Tax Preparation, GAAP
Education
University of California, Los Angeles 2005 — 2007
B.S., Accounting, Sociology
Integrated Merchandising Systems, LLC March 2014 - Present
G/O Digital July 2011 - March 2014
DMG / Mori Seiki USA November 2010 - July 2012
McGladrey & Pullen September 2007 - November 2010
Skills
GAAP, CPA, US GAAP, Internal Controls, Financial Reporting, Auditing, SEC filings, Accounting, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Tax, Financial Analysis, QuickBooks, IT Audit
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2007
Masters, Accountancy
McGladrey & Pullen December 2008 - Present
McGladrey & Pullen October 2006 - December 2008
First American Title September 2005 - September 2006
Skills
GAAP, US GAAP, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Accounting, Assurance, Financial Statements
Education
University of California, Los Angeles Extension 2003 — 2006
Associate Degree, Accounting
University of California, Irvine 1999 — 2003
B.A, Economics
Mister, Burton, Palmisano & French, LLC December 2012 - Present
The Lichter Group January 2011 - November 2012
McGladrey & Pullen 2006 - December 2010
American Express Tax & Business Services 2000 - 2006
Wolpoff & Company 1988 - 2000
Skills
Specializing in Audits..., Accounting, CPA, Auditing, Financial Reporting, Financial Accounting, US GAAP
Education
University of Delaware 1981 — 1985
BS, Accounting
Domino Foods Inc. September 2009 - Present
McGladrey & Pullen January 2005 - September 2009
Beil & Associates May 2003 - November 2004
Skills
GAAP, Financial Reporting, Auditing, Accounting, Financial Analysis, Tax, Financial Accounting, General Ledger, CPA, Accounts Receivable, Corporate Tax
Education
University of Baltimore 2005 — 2009
Master of Science, Accounting and Business Advisory Services
University of Baltimore 2002 — 2005
Bachelor of Science, Business Administration with a Specialization in Accounting
TME Consulting, LLC December 2012 - Present
Tenet Healthcare October 2012 - Present
HCA December 2010 - October 2012
McGladrey & Pullen January 2010 - December 2010
Ernst and Young July 2005 - January 2010
Skills
Financial Reporting, Audit, SOX, Variance Analysis, GAAP, Accounting, Internal Controls, SEC reporting, Financial Accounting, General Ledger, Auditing, Consolidation, Financial Analysis, Accruals, Cash Flow, Accounts Receivable, US GAAP, Reconciliation, Accounts Payable, Financial Management, Fixed Assets, Compliance, Financial Modeling, Budgeting, Due Diligence, Forecasting, Payroll, Corporate Finance, Bookkeeping, Process Improvement, Analysis, Excel, Access, Assurance, Quickbooks, Microsoft Excel, SEC filings, Sarbanes-Oxley Act, External Audit, Financial Audits, Sarbanes-Oxley, Internal Audit
Education
University of Central Florida - College of Business Administration 2000 — 2007
MBA, Accounting / Finance
PwC November 2011 - Present
McGladrey & Pullen September 2008 - October 2011
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (BS), Accounting
Mead Johnson Nutrition January 2012 - Present
Nicor Gas October 2004 - Present
McGladrey & Pullen August 1994 - October 2004
Skills
Internal Audit, Auditing, Financial Reporting, IT Audit, Financial Audits, Mergers & Acquisitions, Budgets, Analysis, Accounting, Finance, Business Process..., Financial Statements, Process Improvement, Internal Controls, Tax
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
Accounting, Accounting
CareFirst BlueCross BlueShield November 2014 - Present
Knott Mechanical, Inc April 2012 - October 2014
McGladrey & Pullen January 2007 - April 2012
Education
Towson University 2002 — 2006
Bachelor, Accounting
Horace Mann July 2012 - Present
McGladrey & Pullen March 2011 - July 2012
Federated Funeral Directors of America September 2010 - March 2011
Crowe Horwath, LLP May 2010 - August 2010
Education
MacMurray College 2008 — 2010
Bachelor's of Science, Accounting, Business Administration
Truman State University 2004 — 2006
Credit Suisse January 2014 - Present
Credit Suisse November 2011 - January 2014
Blackman & Sloop, CPAs, P.A. October 2008 - November 2011
McGladrey & Pullen August 2005 - October 2008
Skills
Auditing, Financial Accounting, Internal Controls, Financial Reporting, Accounting, CPA, Financial Analysis, GAAP, General Ledger, US GAAP
Education
University of Dayton 2000 — 2005
BS, Accounting, Finance, MBA
McGladrey & Pullen July 2000 - Present
Skills
SEC filings, CPA, GAAP, Internal Controls, Assurance, External Audit, Sarbanes-Oxley Act, Auditing, US GAAP, Revenue Recognition, SEC Filings, Accounting
Education
University of Florida - Warrington College Of Business 1995 — 2000
M.S., Accounting
Grainger February 2012 - Present
Grainger October 2002 - February 2012
Grainger November 1998 - September 2002
Grainger September 1995 - October 1998
Grainger April 1992 - August 1995
McGladrey & Pullen January 1983 - January 1992
Skills
Tax, Auditing, Accounting
Education
University of Denver 1986 — 1988
Master of Taxation
Montana State University 1979 — 1983
BSBA, Accounting