Pannell Kerr Forster, CPAs
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Pannell Kerr Forster, CPAs Employees
Warmboard, Inc. May 2013 - Present
Self-employed 2002 - 2013
ILOG, Inc. 1998 - 2001
CPS Pharmaceuticals Inc. & Advanced Infusion Systems, Inc. 1995 - 1998
Pannell Kerr Forster, CPAs 1990 - 1993
Seiler & Company, CPAs 1988 - 1990
Skills
Accounting, Financial Reporting, Certified Public..., Budget Process, Corporate Tax, Internal Controls, Bookkeeping
Education
University of California, Santa Barbara 1984 — 1988
Bachelor of Arts (B.A.), Business Economics
Meritus AZ February 2015 - Present
Meritus AZ May 2014 - February 2015
New Dawn Assisted Living March 2009 - May 2014
Contemporary Imports/Monti Rugs January 2006 - March 2009
AJN & Co, CPAs July 1999 - January 2006
FrontLine Marketing December 1994 - July 1999
Citibank N.A. August 1992 - December 1994
Pannell Kerr Forster, CPAs November 1990 - May 1992
Skills
Accounting, Finance, Budget Process, Internal Controls, Auditing, Business Strategy, Income Tax, Financial Analysis, Cash Management, Financial Reporting, Forecasting, Team Management, Payroll Taxes
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting and Finance
Voya Financial October 2014 - Present
The Hartford October 2012 - June 2014
Hartford Investment Management May 1998 - October 2012
State of Connecticut - Treasurer's Office June 1995 - May 1998
DeLeo & Company, CPAs January 1994 - June 1995
Serviscope Corporation October 1992 - December 1993
Coopers & Lybrand September 1986 - October 1992
Pannell Kerr Forster, CPAs June 1984 - September 1986
Skills
Process Improvement, Project Management, Cross-functional Team..., Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Expense Management, Internal Controls, Audit, Analysis, Auditing, Risk Management, Financial Risk, Equities, Finance, US GAAP, Asset Management, Essbase, Executive Management, Strategic Financial..., CPA, Portfolio Management, General Ledger, Variance Analysis, Private Equity, Due Diligence, Managerial Finance, GAAP, Forecasting, Bloomberg, Insurance, Enterprise Risk..., Investments, Valuation, Financial Services, Hyperion Enterprise, Sarbanes-Oxley, Corporate Finance, Cash Flow, Hedge Funds, Credit, Financial Planning, Hyperion
Education
Quinnipiac University 1980 — 1984
BS, Accounting, Minor in Information Systems
Holy Cross High School
Holy Cross High School
Alan D. Westheimer, CPA/CFF, CFE 1989 - Present
Westheimer Shumberg LLP 2004 - 2007
Pannell Kerr Forster CPAs 1986 - 1989
Westheimer & Company - Goldberg Westheimer & Company 1972 - 1985
Skills
Forensic Accounting, Expert Witness, Bankruptcy, Fraud, Litigation Support, Tax, Accounting, Certified Fraud Examiner, Income Tax, Family Law, Financial Analysis, Litigation Consulting, Fraud Investigations, Contract Disputes, Shareholder Disputes, Dispute Resolution, Financial Statements, Real Estate, Corporate Governance, CPA, Partnership Taxation, GAAP, Shareholder, Due Diligence, Tax Law, Estate Tax Planning, Tax Preparation, Litigation, Commercial Litigation, Civil Litigation, Finance, Arbitration, Mediation
Education
University of California, Berkeley 1965 — 1966
MBA, Finance
University of Pennsylvania 1961 — 1965
BSE, Accounting
"FORTY YEARS" Consulting 1992 - Present
McGladrey & Pullen August 1988 - September 1992
Pannell Kerr Forster CPA's December 1979 - August 1988
PKF North America 1980 - 1988
Skills
Financial Reporting, Accounting, Budgets, General Ledger, Hospitality, Financial Analysis, Internal Controls, QuickBooks, Tax, Forecasting, Managerial Finance, Financial Accounting, Strategic Planning, Account Reconciliation, Small Business, Business Planning, Customer Service
Education
State University of New York at Buffalo - School of Management 1972 — 1975
BS, Accounting
Genesee Community College 1970 — 1972
AS, General Sciences
Vital Biz Group, PLLC March 2013 - Present
Institute of Management Accountants 1986 - Present
WealthPoint, LLC December 2010 - July 2012
CFG Business Solutions October 2001 - September 2010
Globe Corporation January 1992 - October 2001
Pannell Kerr Forster, CPAs December 1990 - December 1991
Harris, Fisher & English, CPAs 1987 - 1990
Skills
Financial Modeling, Business Analysis, Analytics, Small Business, Family Business, Leadership, Microsoft Excel, Problem Solving, Estate Planning, Spreadsheets, Tax Research, Business Tax Planning, CPA, Pass-through Entities, Sensitivity Analysis, Business Planning, Professional Services, Succession Planning, Exit Planning, Entrepreneurial..., Exit Strategies, Tax Preparation, Managerial Finance, Analysis, Auditing, Cash Flow, Financial Reporting, Strategic Planning, Management, Sarbanes-Oxley Act, Internal Controls, Accounting, Finance, Financial Analysis, Investments, Corporate Finance, Tax Returns
Education
Arizona State University 1983 — 1987
B.S., MTax, Accounting, Taxation
Marcum LLP January 2013 - Present
Parent, McLaughlin & Nangle, CPAs August 1998 - January 2013
Pannell Kerr Forster CPA's September 1987 - April 1995
KPMG September 1985 - August 1987
Skills
Tax, Corporate Tax, Tax Compliance, Individual Taxation, Income Tax, Tax Returns, Tax Preparation, Non-profits, Tax Law, Mergers, Tax Accounting, Tax Research, Tax Audits, Federal Tax, Tax Services, State Taxation, Business Tax, Tax Return Preparation
Education
Northeastern University 1980 — 1981
Master in Science, Accounting
New England Law Boston 1977 — 1980
Juris Doctor, Tax Law
University of Massachusetts, Amherst 1973 — 1977
BBA, School of Business Management
Wolf Gordon Inc. September 2015 - Present
Wolf Gordon Inc. November 2009 - Present
Fortunoff July 1990 - October 2009
Pannell Kerr Forster CPA's September 1985 - July 1990
New York State Hotel & Motel Association June 1981 - September 1985
Skills
Financial Reporting, Cash Management, Retail, Cash Flow, Budgets, Due Diligence, Financial Statements, Real Estate, Inventory, Risk Management, Customer Service, Human Resources, Executive Management, Sales Analysis
Education
Niagara University 1977 — 1981
Bachelor of Business Administration, Accounting
ICU Medical, Inc. May 2006 - Present
PricewaterhouseCoopers 1986 - 2006
Santa Fe International. 1981 - 1986
Pannell Kerr Forster, CPAs 1979 - 1981
Skills
Microsoft Excel, Microsoft Word, OneSource, International Tax, Financial Statements, Transfer Pricing, R&D Credits, Tax Provisions ASC 740, Tax Compliance, Tax Controversy, Federal and State Taxes, Tax Research, Tax, Corporate Tax, Tax Accounting, SEC filings, GAAP, CPA, SEC Filings
Education
University of Southern California 1976 — 1979
BS, Business-Accounting
Golden Gate University 1987 — 1990
MBT, Taxation
P & R Fasteners November 2014 - Present
Sleep Innovations September 2010 - October 2014
Precision Partners January 2004 - August 2010
Papel Giftware 2002 - 2002
U.S. Industries, Inc / Jacuzzi Brands 1995 - 2002
Marine Harvest 1989 - 1995
Pannell Kerr Forster CPA's 1985 - 1989
Pace University 1980 - 1984
Skills
Tax, Forecasting, Auditing, Financial Reporting, Accounting, Accounts Receivable, SEC filings, Budgets, Financial Analysis, Finance, Restructuring, Due Diligence, Cash Management, Strategic Planning, Consolidation, Leadership, SEC Filings
Education
Pace University - Lubin School of Business 1980 — 1984
Bachelor of Business Administration, Accounting
Steve Ward & Associates, Inc. October 1995 - Present
Shoney's Inc. November 1994 - October 1995
Byrd, Proctor & Mills November 1988 - October 1994
Watkins, Ward & Stafford, CPAs October 1986 - November 1988
Pannell Kerr Forster, CPAs 1984 - 1986
Skills
Financial Reporting, Accounting, Financial Analysis, Management Consulting, Cash Flow, Managerial Finance, Internal Controls, Cash Management, Forecasting, Financial Accounting, GAAP, Change Management, Budgets, Auditing, General Ledger, Cash Flow Forecasting, Variance Analysis, Financial Modeling, Information Technology, Microsoft Office, Network Administration, Process Improvement, Executive Management, CPA, Management
Education
University of New Orleans 1981 — 1984
BS, Accounting
Louisiana College 1979 — 1981