Pender Newkirk & Company
Founded: 1976
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Pender Newkirk & Company Employees
McGladrey June 2013 - Present
Healthcare Financial Management Association (HFMA) 2013 - Present
Deloitte March 2012 - June 2013
Brian Green February 2012 - March 2012
TPR Solutions, LLC September 2009 - February 2012
PwC September 2005 - September 2009
Pender Newkirk & Company 2004 - 2005
BayCare Health System 2002 - 2005
Skills
Accounting, Auditing, Hospitals, Audit, SOX, Process Improvement, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Control, Medicare, Financial Audits, Medicaid, Analysis, Revenue Cycle, Business Process..., Internal Controls, Healthcare, Sarbanes-Oxley Act
Education
Auburn University 1997 — 2001
BS, Accounting
Auburn University, College of Business 1997 — 2001
BS, Accounting
Deloitte February 2013 - Present
Templeton & Company January 2011 - February 2013
Pender Newkirk & Company January 2009 - April 2009
Skills
CPA, Tax Accounting
Education
Florida State University - College of Business 2009 — 2010
Master's degree, Accounting
Florida State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting
Bouchard Insurance January 2005 - Present
Pender Newkirk & Company 1998 - 2004
Skills
Surety Bonds, Insurance, Accounting, Claim, Contract Management, Budgets, Payroll, Risk Management, Contract Negotiation, Strategic Planning, Construction, Contractors, Accounts Payable, QuickBooks, Internal Controls, Auditing, Accounts Receivable, Negotiation, Small Business, New Business Development
Education
Loyola University New Orleans 1991 — 1995
Bachelor's Degree of Business Administration, Accounting
Warren Averett, LLC June 2015 - Present
Warren Averett, LLC July 2012 - June 2015
Pender Newkirk & Company October 2010 - June 2012
Skills
Financial Accounting, Auditing, Microsoft Excel, Microsoft Dynamics, Microsoft SQL Server, Financial Statements, CPA, GAAP, Internal Audit
Education
University of South Florida 2009 — 2010
Masters, Accounting
University of Central Florida 2004 — 2008
BSBA, Accounting
E-Z-GO January 2014 - Present
E-Z-GO July 2012 - January 2014
Textron, Inc. August 2011 - July 2013
Cessna Aircraft Company August 2011 - July 2012
Pender Newkirk & Company September 2010 - March 2011
Skills
SAP, Lawson, Brio Query, Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, Forecasting, Internal Audit, Finance, Microsoft Excel, Cost Accounting
Education
University of Florida 2009 — 2010
Masters, Accounting
University of Florida 2005 — 2009
BA, Accounting
Arguello Accounting & Tax Consultants July 2015 - Present
Marsocci Appleby & Company CPAs November 2014 - July 2015
Colonial Grocers, Inc. August 2013 - November 2014
Pender Newkirk & Company November 2010 - August 2013
Thomas Craig & Company, LLP October 2007 - November 2010
Reliance Consulting June 2005 - October 2007
Sanderford & Associates, P.C. January 2000 - June 2005
Arguello Financial Corporation April 1984 - January 2000
Skills
GAAP, General Ledger, Financial Reporting, Financial Accounting, Accounting, Auditing, Corporate Tax, Tax Accounting, QuickBooks, Account Reconciliation, Internal Controls, Sarbanes-Oxley Act, Accounts Payable, Accruals, Financial Analysis, Financial Audits, Tax Research, Payroll, Income Tax, Partnership Taxation, S Corporations, Fixed Assets, Tax
Education
University of South Florida 2009 — 2010
5th Year of Accounting, Accounting and Related Services
San Francisco State University 1988 — 1993
BS, Accounting
Solutions Medical Group, LLC June 2015 - Present
Independent Management Services January 2014 - May 2015
Independent Contractor July 2013 - January 2014
Citi Bank January 2008 - June 2013
Citi December 2004 - January 2008
Verizon August 2004 - December 2004
Verizon Wireless February 1999 - February 2004
Pender Newkirk & Company August 1995 - February 1999
Skills
Leadership, Call Centers, Customer Service, Training, Customer Satisfaction, Management, Performance Management, Operations Management, Employee Training, Coaching, Sales, Marketing, Customer Retention, Team Building, Call Center, Business Analysis, Team Leadership, Public Speaking, Process Improvement, Microsoft Excel, Analysis, Data Analysis, Computer Hardware, Databases, Customer Relations, Compliance, Administration, Business Process, Operating Systems, Problem Solving, Metrics, Budgeting, Change Management, Mentoring, Forecasting, Profit Maximization, Audio Analysis, Search Engine Ranking, Web Analytics, Web Content, Hiring Personnel, Sales Hiring, Conducting Interviews
Education
Florida State University 1990 — 1995
Associate of Arts (AA), International Relations and Affairs
Air War College, Maxwell AFB 1990 — 1990
Leadership Combat Leadership Course, Certificate
Clark Builders Group January 2014 - Present
Snyder Cohn May 2012 - December 2013
Snyder Cohn July 2010 - May 2012
Snyder Cohn July 2009 - July 2010
Pender Newkirk & Company September 2007 - June 2009
Skills
Accounting, CPA, GAAP, Auditing, Internal Controls, Partnership Taxation, Financial Analysis
Education
Florida State University 2003 — 2007
Bachelor's degree, Accounting and Finance
Cetera Investment Advisers, LLC December 2010 - Present
Cetera Financial Specialists, LLC August 2010 - Present
Nelson & McKay CPA's, LLC January 2010 - Present
Pender Newkirk & Company June 2005 - January 2010
MetLife June 2004 - June 2005
AEGON August 2001 - June 2004
Skills
Strategic Financial..., Investments, Financial Planners, Tax, Retirement Planning, Asset Management, Accounting, CPA, Finance, Financial Accounting, Income Tax, Retirement, Mergers & Acquisitions, Mutual Funds, Insurance, Financial Planning, Management, Financial Reporting, Financial Analysis
Education
University of South Florida - College of Business Administration 1999 — 2003
Bachelor's, Accounting
University of South Florida-St. Petersburg Campus 1999 — 2003
Master's, Accounting
DKM Certified Public Accountants December 2011 - Present
Dunedin Fine Arts Center 2012 - 2014
Charles U. Klein Accounting & Tax Consulting March 2010 - November 2012
HighCom Security Inc June 2011 - September 2012
PDR Certified Public Accountants January 2007 - March 2010
Randall N Drake CPA 2010 - 2010
Pender Newkirk & Company 2003 - 2007
Parkwood Pharmacy, Inc July 2002 - July 2003
Price & Donoghue July 1997 - July 2002
Charles Klein, CPA July 1994 - July 1997
Skills
CPA, Auditing, Accounting, QuickBooks, Tax Preparation, Budgets, GAAP, Internal Controls, Financial Reporting, Budgeting, Financial Analysis, Consolidation, Variance Analysis, Mergers & Acquisitions, Financial Accounting, GAAS, Internal Audit, Public Companies, 10Q, PCAOB Audits, Derivative accounting, SEC reporting, SEC filings, SOX, Sarbanes-Oxley Act
Education
University of South Florida 1984 — 1985
Bachelor, Accounting
Drexel University - LeBow College of Business 1974 — 1978
Accounting
Human Resources Incorporated 2006 - Present
Cornerstone Consulting, Inc. 2004 - 2006
Acclaris 2004 - 2004
Doris E. Schmeck, CPA 2002 - 2004
Amfinity Business Solutions, Inc. 1999 - 2002
Tribridge 1999 - 1999
Pender Newkirk & Company 1993 - 1999
The Jack Parker Corporation 1986 - 1993
Skills
Accounting, Finance, Leadership, Payroll, Mergers & Acquisitions, Financial Reporting, Employee Benefits, Risk Management, Payroll Taxes, Workers Compensation, Business Planning, Financial Services
Education
University of Tampa 1993 — 1996
Fifth Year Requirement Course Work, Accounting
University of South Florida 1983 — 1985
Bachelor of Arts (BA), Accounting
University of Florida 1980 — 1982
Associate of Arts (AA)
EY January 2014 - Present
The Camelot Technologies Group May 2011 - October 2013
LarsonAllen September 2006 - June 2011
Pender Newkirk & Company October 2004 - September 2006
Skills
Financial Reporting, Accounting, Internal Controls, Risk Management, Finance, Auditing, Mergers & Acquisitions, Team Building, Revenue Recognition, Mergers, CPA, Venture Capital, Business Valuation, Financial Analysis, Sarbanes-Oxley Act, Budgets, Due Diligence, Cost Accounting, QuickBooks, Strategic Financial..., Managerial Finance, Forecasting, GAAP, Financial Modeling, Tax, Cash Flow, Corporate Finance, Financial Accounting, Consolidation, Financial Planning
Education
Le Moyne College 1989 — 1992
BS, Accounting
Urish Popeck & Co., LLC February 2015 - Present
McGladrey 2012 - January 2015
Pender Newkirk & Company 2010 - 2012
Grant Thornton 2007 - 2009
Ernst & Young 1996 - 2007
Coopers & Lybrand 1988 - 1996
Skills
Accounting, Financial Reporting, Auditing, SEC filings, Internal Controls, Tax, GAAP, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, Mergers, CPA, Income Tax, Due Diligence, Corporate Tax, Mergers & Acquisitions, Business Networking, Private Equity, Nice Guy, Chicago Style, New Business Development, Start-ups, Public Companies, IPO, Revenue Recognition, Internal Audit, Finance, Analysis, Tax Accounting, General Ledger, US GAAP, Capital Markets, SEC Filings
Education
Gannon University 1984 — 1988
B.S., Accounting & Finance
Public Company Accounting Oversight Board January 2011 - Present
Pender Newkirk & Company June 2007 - January 2011
Deloitte & Touche LLP 2000 - 2007
Grant Thornton 1997 - 2000
Skills
SEC filings, CPA, Internal Controls, Auditing, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, Financial Audits, Public Companies, SEC Filings, Financial Accounting, GAAP, Sarbanes-Oxley, External Audit, Internal Audit
Education
University of South Florida 1995 — 1997
M.Acc., Accounting
University of Florida 1991 — 1995
B.S., Accounting
CDW October 2011 - Present
Impact Urban America/Urban Property Solutions November 2009 - June 2011
Sage Mason Insurance & Financial Services, Inc. November 2008 - September 2009
Pender Newkirk & Company September 2007 - September 2008
Skills
Real Estate, Financial Analysis, Customer Service, Account Management, Finance, Research, Sales, Nonprofits, Marketing, Business Development, Accounting, New Business Development
Education
San Diego State University-California State University 2009 — 2011
M.B.A., Real Estate & Finance
Loyola University Chicago 2003 — 2007
B.B.A., Accounting
Jesuit High School 1999 — 2003
Landmark Residential May 2013 - Present
American Managed Care, LLC August 2011 - May 2013
Pender Newkirk & Company January 2006 - August 2011
Whiteman & Company January 2005 - January 2006
Skills
GAAP, General Ledger, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Statements, Tax, Income Tax, Consolidation, Financial Analysis, CPA, Financial Accounting, Tax Preparation
Education
University of South Florida 2003 — 2004
Bachelor of Science, Finance
University of South Florida 2001 — 2003
Bachelor of Science, Accounting
Verizon July 2014 - Present
Ericsson September 2013 - July 2014
Microsoft September 2012 - September 2013
Microsoft January 2006 - September 2012
Microsoft Corporation December 2001 - January 2006
Microsoft Corporation March 1998 - December 2001
Pender Newkirk & Company February 1997 - March 1998
Publix September 1996 - February 1997
Carlton Fields, P.A. May 1990 - September 1996
Skills
Microsoft Technologies, Active Directory, IPTV, Windows Server, Data Center, Software Development, DNS, Cloud Computing, Microsoft Exchange, System Deployment, Test Automation, Solution Architecture, Management, Unix, Unified Communications, SharePoint, Software Design, Enterprise Software, Powershell, Enterprise Architecture, Telecommunications, Microsoft SQL Server, Databases, Network Architecture
Education
University of South Florida 1984 — 1990
Northwestern Mutual January 2015 - Present
Raymond James Financial Inc. November 2013 - January 2015
Robert H. Smith School of Business, Office of Career Services January 2012 - November 2013
Robert H. Smith School of Business September 2009 - January 2012
Northwestern Mutual Financial Network - The Washington Group July 2009 - January 2012
Capital One August 2008 - July 2009
Pender Newkirk & Company January 2007 - July 2008
Northwestern Mutual Financial Network - The Teague Financial Group July 2005 - December 2006
Skills
Career Development..., Training Facilitation, Career Development, Career Counseling, College Recruiting, Professional Mentoring, Career Assessment, Cross-functional Team..., Corporate Recruiting, Training, Recruiting, International Students, Full-life Cycle..., Program Facilitation, Presentation Design, Talent Acquisition, Personal Development, Strategic Sourcing, Executive Coaching, Financial Recruiting, Talent Management, Talent Developer, University Recruitment, Applicant Tracking..., Diversity Program..., Strategic Program...
Education
Florida State University 2001 — 2005
Bachelor of Science, Communication (Business Minor)
PwC July 2013 - Present
Cherry Bekaert LLP October 2011 - June 2013
Pender Newkirk & Company July 2011 - October 2011
Pender Newkirk & Company January 2009 - July 2011
Pender Newkirk & Company January 2008 - April 2008
Skills
Partnership Taxation, Corporate Tax, Tax Returns, Tax Preparation, Tax, State Tax, S Corporations, ProSystem fx Tax
Education
University of South Florida 2003 — 2008
Bachelor of Science (BS), Accounting
The Lowman Law Firm April 2015 - Present
United States Marine Corps October 2014 - February 2015
United States Marine Corps August 2010 - October 2014
Pender Newkirk & Company August 2011 - May 2012
Beidel & Co P.A. October 2010 - May 2011
Skills
Military, Criminal Law, Management, Legal Writing, Policy Analysis, Policy, Training, Personal Injury, Budgets, Research, Social Media
Education
Florida State University College of Law 2008 — 2011
J.D., Law
University of Florida 2004 — 2007
Bachelor's degree, Accounting
Florida Baptist Children's Homes November 2012 - December 2014
Shades Mountain Baptist Church August 2000 - November 2012
First Baptist Church Venice Florida February 1998 - August 2000
KPMG US January 1996 - February 1998
August Van Eepoel, Attorney at Law October 1994 - December 1995
Salem Saxon & Nielsen, Attorneys at Law June 1993 - September 1994
Salem Saxon & Nielsen, Attorneys at Law June 1991 - June 1993
Pender Newkirk & Company November 1985 - July 1990
Skills
Leadership, Microsoft Excel, Public Speaking, Budgets, Fundraising, Management, Strategic Planning, Training
Education
Samford University
Doctor of Ministry (D.Min.)
New Orleans Baptist Theological Seminary
Master of Divinity (M.Div.)
Mercer University - Walter F. George School of Law
Doctor of Law (J.D.)
University of South Florida
Bachelor of Arts (B.A.), History
University of South Florida
Bachelor of Arts (B.A.), Accounting
CS&L CPAs August 2014 - Present
Mauldin & Jenkins, LLC November 2007 - August 2014
Pender Newkirk & Company October 2006 - November 2007
CPA Associates September 2004 - September 2006
Plante & Moran, PLLC January 1998 - September 2004
Baker College April 2001 - August 2004
Skills
Non-profits, Municipalities, Accounting, Financial Reporting, Audit, Auditing, Internal Controls, Internal Audit, Fixed Assets, Nonprofits, Bookkeeping, Corporate Tax, Finance, Budgets, Income Tax, Payroll, GAAP, CPA, US GAAP, Accounts Payable, Marketing, Financial Accounting, Tax Returns, Microsoft Excel, Tax Preparation, General Ledger, Account Reconciliation, Accounts Receivable, Financial Statements, Financial Audits, External Audit, ProSystem fx Tax, SEC filings, Sarbanes-Oxley Act, Tax, QuickBooks, Assurance, Cash Flow, Sales Tax, Financial Analysis
Education
Oakland University 1995 — 1997
Bachelor, Accounting
Oakland University 1989 — 1993
Bachelor, Psychology
Franklin Templeton Investments November 2000 - Present
Pender Newkirk & Company August 2000 - November 2000
Lumsden & McCormick, LLP February 1999 - August 2000
Economy Steel August 1997 - February 1999
BWB, PC September 1995 - August 1997
Lumsden & McCormick, LLP February 1994 - September 1995
Transamerica December 1992 - February 1994
Skills
Financial Services, Hedge Funds, Hedge Accounting, Fund Administration, Mutual Funds, Alternative Investments, Bloomberg, Fund Accounting, Fixed Income, Equities
Education
State University of New York College at Fredonia 1988 — 1992
B.S., Accounting
Ruby Tuesday July 2013 - Present
Coulter & Justus, P. C. May 2013 - July 2013
Roper Industries December 2010 - May 2013
Pender Newkirk & Company October 2008 - December 2010
University of Florida August 2007 - May 2008
Deloitte January 2007 - April 2007
Skills
Federal Tax, Large Corporations, FAS 109, Corporate Tax, Financial Accounting, GAAP, Tax Preparation, Tax Research, Accounting, US Tax, Financial Reporting, Tax Accounting, Tax Returns, Account Reconciliation, General Ledger, QuickBooks, Income Tax, Auditing, Financial Analysis, S Corporations, SEC filings, Tax Law, Sales Tax, Tax
Education
University of Florida - Warrington College of Business Administration 2003 — 2008
Master's, Accounting
University of Florida - Warrington College of Business Administration 2003 — 2008
Master of Accountancy, Accounting - Taxation
Greenway Health March 2015 - Present
Greenway (formerly Vitera Healthcare Solutions) June 2013 - March 2015
Cby25 Initiative January 2010 - June 2013
FrontLine Medical Corporation May 2009 - January 2010
Pender Newkirk & Company August 2008 - February 2009
Healthy Sart Coalition of Hillsborough County November 2006 - August 2008
Young Life August 2004 - May 2006
Skills
Grant Writing, Human Resources, Recruiting, Research, Press Releases, Marketing, Design, Event Planning, Community Outreach, Program Development, Event Management, Newsletters, Training, Strategy, Microsoft Office, Creative Writing, Management, Writing
Education
Southern Methodist University 2002 — 2006
B.A.
Florida State University Foundation December 2014 - Present
Raymond James Financial Inc. October 2012 - August 2015
Schweitzer & Bedinghaus September 2011 - August 2012
Pender Newkirk & Company November 2010 - September 2011
Kelley, King & Associates, P.A. February 2008 - August 2010
PegasusTSI May 2005 - December 2006
Skills
General Ledger, Quickbooks, Payroll, Income Tax, Microsoft Office, Accounting, Fixed Assets, Tax, Bookkeeping, Reconciliation, Corporate Tax, Tax Returns, Journal Entries, Accruals, Excel, Tax Preparation, Account Reconciliation, Word, Tax Compliance, Creative Problem Solving, Reconciliations, GAAP, QuickBooks
Education
Florida State University 2009 — 2010
M.S., Accounting
Florida State University 2004 — 2008
B.S., Accounting
Warren Averett Pender Newkirk January 1988 - Present
Pender Newkirk & Company January 1992 - December 2012
Skills
Tax, Estate Planning, Finance, Auditing, CPA, Business Planning, Income Tax, Forecasting, Insurance, Valuation, Estate Law, Corporate Tax, Operations Management, Tax Preparation
Education
University of Tampa - John H. Sykes College of Business 1989 — 1992
MBA, Emphasis in Accounting
University of Florida 1983 — 1988
BS, Accounting
University of Florida - Warrington College Of Business 1983 — 1988
Bachelor of Science (BS), Accounting
Duke Energy Corporation January 2014 - Present
Duke Energy May 2012 - January 2014
Duke Enegry August 2008 - May 2012
Grant Thornton October 2006 - August 2008
Pender Newkirk & Company August 2005 - October 2006
Education
University of South Florida 2003 — 2005
Warren Averett, LLC May 2013 - Present
KPMG May 2011 - May 2013
Pender Newkirk & Company December 2007 - July 2010
PricewaterhouseCoopers 2005 - 2007
Rooms To Go 2000 - 2001
Skills
US Tax, Tax Research, Income Tax, SALT, Tax, Tax Accounting, Corporate Tax, State Tax, CPA, GAAP, SEC filings
Education
University of Florida - Fredric G. Levin College of Law 2002 — 2004
Doctor of Law (JD)
University of South Florida 1995 — 2000
B.S., Accounting
Prida Guida & Company, P.A. May 2010 - Present
Pender Newkirk & Company June 1982 - May 2010
Taylor, Edenfield, Gilliam & Wiltshire CPA June 1980 - June 1982
Education
University of Florida 1976 — 1980
Bachelor of Science, Accounting
Messineo & Co., CPAs, LLC June 2009 - Present
Jefferson Wells International October 2007 - January 2010
Pender Newkirk & Company 2005 - 2007
Dais Analytic Corporation 2002 - 2004
M. Kamenstien Inc. 1992 - 1997
Skills
Accounting, Accountants, GAAP, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Public Companies, Tax, Auditing, Finance, Mergers & Acquisitions, CPA, SEC filings, Financial Accounting, Consolidation, Budgets, Financial Analysis, SEC Filings
Education
Long Island University 1994 — 1998
MBA, Finance
Pace University 1980 — 1983
BBA, Accounting
Eagle Business Consulting Corp. June 2009 - Present
Lewis, Birch, & Ricardo LLC March 2009 - May 2009
Appelrouth, Farah & Company October 2007 - January 2009
Pender Newkirk & Company October 2006 - July 2007
SunCoast II - The Tampa Bay School of Massage Therapy, LLC October 2003 - October 2006
Krusoe & Associates PA CPA’s September 1999 - October 2003
Education
Florida Metropolitan University 1999 — 2001
Bachelors of Science, Business Administration: Accounting
University of Phoenix
Masters, MBA (Business Administration)
Pender Newkirk & Company Tax SeniorDeloitte & ToucheJanuary 1991 - September 1994
Education
University of South Florida 1990 — 1992
Masters, Accounting - Tax
University of Florida 1987 — 1990
BS, Accounting
Stetson University 1985 — 1987
Accounting
Tampa Prep 1981 — 1985
HS
St. John's Episcopal
Jabil November 2010 - Present
Pender Newkirk & Company October 2006 - November 2010
Prudential Fox and Roach Realtors 2004 - 2006
Skills
General Ledger, Financial Reporting, GAAP, Accounting, CPA, Financial Accounting, Internal Controls, Finance, Auditing, Financial Analysis, SEC Filings, Sarbanes-Oxley Act, Microsoft Excel
Education
Shippensburg University of Pennsylvania 1998 — 2003
Accounting
Pulse Evolution Corporation September 2014 - March 2015
Walter Investment Management Corp February 2013 - September 2014
LaCosta Builders, Inc. November 2012 - February 2013
Digital Domain Holdings March 2011 - September 2012
Jabil August 2010 - January 2011
NextEra Energy Resources April 2010 - August 2010
Aerosonic Corporation October 2008 - April 2010
Preservation Sciences, Inc. April 2005 - August 2007
Stampede Worldwide, Inc. November 2001 - May 2003
Pender Newkirk & Company January 2001 - November 2001
Skills
IPO, SEC filings, Corporate Governance, Public Markets, Sarbanes-Oxley, Financial Accounting, Financial Reporting, Strategic Planning, Mergers, Reverse Mergers, Equities, EPS, Inventory Control, Derivatives, Debt, Debt Restructuring, Fixed Assets, Budget Process, Operating Budgets, Business Strategy, Capital Budgeting, Working Capital..., Business Planning, Management Consulting, Project Management, Film, Electric Utility, Aerospace, Great Plains Software, QuickBooks, Max, KPMG, Deloitte, Construction Accounting, Financial Analysis, Mergers & Acquisitions, Account Reconciliation, Start-up Consulting, Financial Services, Process Improvement, Internal Audit, Sarbanes-Oxley Act, Accounting, SEC Filings, Internal Controls, Auditing, Finance, Due Diligence, Management, Analysis
Education
University of West Florida - College of Business 1986 — 1987
B.A., Accounting, Finance
Edison Community College 1980 — 1984
A.A., Accounting
Pendum LLC June 2014 - Present
Colombo Kitchin Attorneys September 2013 - June 2014
Grant Thornton LLP August 2011 - July 2013
Pender Newkirk & Company January 2011 - August 2011
Deloitte Tax, LLP March 2008 - January 2011
Gleim Publications, Inc July 2006 - January 2008
KPMG, LLP June 2007 - August 2007
University of Florida February 2006 - April 2006
Protiviti July 2004 - December 2004
JPMorgan Chase July 2002 - July 2004
Education
University of Florida - Fredric G. Levin College of Law 2005 — 2008
JD, Law
University of Florida - Warrington College of Business Administration 2005 — 2008
MACC, Accounting
Florida Atlantic University 1998 — 2002
BBA, Accounting
Offutt Barton Schlitt LLC January 2013 - Present
Schlitt Tax & Accounting LLC July 2011 - Present
Center for Spiritual Care January 2009 - Present
Youth on a Mission January 1997 - Present
Lewis, Birch, & Ricardo LLC June 2009 - June 2011
KPMG May 2004 - June 2009
Pender Newkirk & Company February 2003 - April 2003
Schlitt Brothers Painting May 1981 - February 2003
Skills
Corporate Tax, Tax, CPA
Education
University of Florida 2002 — 2004
Masters, Taxation
CBIZ MHM, LLC February 2014 - Present
Lewis Birch & Ricardo, LLC January 2013 - February 2014
Pender Newkirk & Company July 2010 - December 2012
Pender NewKirk & Company CPA's July 2008 - July 2010
Lewis, Birch & Ricardo, LLC August 1999 - June 2008
Skills
US Tax, CPA, Corporate Tax, Tax Accounting, Tax Returns, Tax Preparation, Tax, GAAP, Auditing, Financial Reporting, Financial Accounting, Accounting, QuickBooks, General Ledger, FAS109, Account Reconciliation, Financial Analysis, Income Tax, Partnership Taxation, SEC filings, Internal Controls, Tax Research, S Corporations
Education
University of South Florida 1982 — 1987
none--coursework as a preparation for CPA exam, Accounting
University of Cincinnati College of Business 1974 — 1977
MBA, Quantitative Analysis
Bryn Mawr College 1961 — 1965
AB, Physics
Kenyon Energy, LLC 2009 - Present
Bay4 Capital/Sinter Capital October 2002 - Present
Pender Newkirk & Company October 2000 - October 2002
Education
Northwestern Oklahoma State University 1992 — 1995
BS, Accounting/Math
Platinum Bank January 2006 - Present
MetLife January 2005 - January 2006
Accume Partners November 2003 - January 2005
Citi Group December 2001 - November 2003
Pender Newkirk & Company 1999 - 2001
Skills
Compliance, Risk, Risk Management, Internal Audit, Audit, Internal Controls, Auditing, Compliance Audits, AML, Risk Assessment, Accounting, Banking, Enterprise Risk..., Financial Risk, Due Diligence, Financial Services, Retail Banking, Operational Risk, Analysis, Anti Money Laundering
Education
New England College of Business 2011 — 2012
MBEC, Business Ethics and Compliance
University of South Florida 1998 — 1999
MAcc, Accounting
University of South Florida 1996 — 1998
Bachelor's Degree, Accounting
Ciber August 2015 - Present
HealthPlan Services March 2013 - July 2015
SCI Companies September 2009 - March 2013
Catalina Marketing December 2008 - August 2009
Richland Towers January 2008 - October 2008
P.A.M. Inc January 2006 - October 2007
Pender Newkirk & Company July 2005 - January 2006
BISYS October 1996 - June 2005
Arthur Andersen LLP September 1994 - June 1995
Skills
Business Analysis, Project Management, PMP, Process Improvement, Vendor Management, Leadership, Business Intelligence, Management, SDLC, Project Planning, Enterprise Software, Information Technology, Strategy, Software Implementation, Team Building, Lawson HRIS, Team Management, Requirements Analysis, IT Management, Clarizen, MS Project, Data Center, Business Process..., ERP, Software Development, PMO, Consulting, Software Documentation, Project Portfolio..., Software Lifecycle..., Visio, HRIS, CRM, New Client..., Microsoft Office, SQL, Outsourcing, Microsoft Project, VPMi PM Software, CA Clarity
Education
DeVry University
BS, Information Technology
Ohio University
BBA, Accounting
Pender Newkirk & Company December 2000 - Present
Pender NewKirk & Company CPA's 2000 - Present
Skills
CPA, QuickBooks, Financial Reporting, General Ledger, Financial Accounting, Accounting, Account Reconciliation, Financial Planners, Payroll, Accounts Payable
Education
University of South Florida 2003 — 2007
Bachelors, Accounting
Universidad de Costa Rica 1983 — 1984
English
Warren Averett, LLC June 2013 - Present
Warren Averett Pender Newkirk February 2012 - June 2013
Price Waterhouse Coopers December 2010 - February 2012
Pender Newkirk & Company January 2007 - December 2010
AmSouth Bank September 2004 - December 2006
Skills
Partnership Taxation, State and local Taxes, CPA, General Ledger, Tax Research, Tax Accounting, Financial Reporting, S Corporations, Sales Tax
Education
University of Tampa - John H. Sykes College of Business 2006 — 2008
MSA, Master of Science in Accounting
University of Florida - Warrington College of Business Administration
Management
Analysis Group October 2005 - Present
Compton & Wendler, PC 2003 - 2005
Charles River Associates 2002 - 2005
PricewaterhouseCoopers 1991 - 1995
Business Resources Group 1986 - 1991
Pender Newkirk & Company 1984 - 1986
Price Waterhouse 1981 - 1984
James Moore & Company 1980 - 1981
Skills
Valuation, Business Valuation, Accounting, Litigation Support, Expert Witness
Education
University of Florida 1978 — 1980
BS, Accounting
Virginia Polytechnic Institute and State University 1976 — 1978
Accounting
The Sweetwater Company September 2009 - Present
Pender Newkirk & Company September 2008 - May 2009
Ernst & Young January 2008 - September 2008
Deloitte & Touche September 2004 - January 2008
Skills
Landscape Design, Landscaping, Landscape Maintenance, Trees, Landscape Architecture, Irrigation, Internal Controls, Accounting, Sarbanes-Oxley Act, Residential Homes, Financial Accounting, Small Business, Financial Reporting, General Ledger, Pavers, Stone, Patios, Outdoor Kitchens, Fire Pits, Pergolas, Customer Service, Strategic Planning, Team Building
Education
Florida State University 2000 — 2004
Bachelor of Science (B.S.), Economics
Florida State University - College of Business 2000 — 2004
Bachelor of Science (B.S.), Accounting
Prometheus Partners June 2015 - Present
Warren Averett Pender Newkirk January 2013 - June 2015
Pender Newkirk & Company October 2010 - December 2012
Skills
Auditing, Financial Statements, General Ledger, CPA, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, US GAAP, GAAP, SEC filings, Internal Controls, Financial Analysis
Education
University of Florida 2005 — 2010
Accounting, Business
A1 Imaging Centers, LLC November 2014 - Present
Landmark Apartment Trust December 2013 - November 2014
Tribridge July 2012 - December 2013
Pender Newkirk & Company January 2007 - July 2012
Education
Florida State University
Bachelor's degree, Accounting and Finance
Bloomin' Brands, Inc. September 2005 - Present
Pender Newkirk & Company October 2002 - May 2005
Education
Florida State University - College of Business 1997 — 2001
BS, Accounting
Warren Averett, LLC April 2012 - Present
Pender Newkirk & Company October 2010 - April 2012
Christ Our Redeemer Lutheran Church and School` September 1995 - October 2010
Skills
Marketing, Press Releases, Proposal Writing, Management, Business Development, Admissions, Policy, Direct Mail, Enrollment Management, Customer Retention, Nonprofits, Event Planning, Budgets, Brochures, Accounting, Databases
Education
St. Mary's College of Maryland 1982 — 1986
B.A., Theatre
Kelby Media Group June 2012 - Present
Pender Newkirk & Company June 2011 - June 2012
Intellect Technical Solutions April 2007 - June 2011
Lincare Holdings, Inc July 2006 - April 2007
Braas Company December 1991 - June 2006
Skills
Accounts Payable, Financial Reporting, Accounts Receivable, Reconciliation, Accruals, Accounting, Word, Excel, Customer Relations, Financial Analysis, Quickbooks, General Ledger, financial, Intacct, Account Reconciliation, Tax Accounting, QuickBooks, Payroll, Budgets, Microsoft Excel, Customer Service, Finance
Education
University of South Florida 1994 — 1999
Accounting