PKF Company
Industry: Accounting company
DescriptionPKF International is a global network of accountancy firms. Member firms operate under the PKF brand in 440 cities and operate in 150 countries across 5 continents. PKF International is ranked the 15th largest global accounting network in 2016 according to a survey by International Accounting Bulletin. CEO: John Sim (Apr 2013–) Headquarters: London, United Kingdom Founded: 1969 Type of business: Limited Liability Partnership Subsidiaries: PKF O'Connor Davies, LLP,
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PKF Employees
Employee
Years
Job
Industry
Rhine (Mengqiao) Wang Rhine (Mengqiao) Wang's PKF Experience August 2014 - September 2014
Job ERS Consultant at Deloitte
Industry Accounting
Experience
Deloitte August 2015 - Present
PKF August 2014 - September 2014
Live Nation Entertainment April 2014 - July 2014
Live Nation Entertainment January 2014 - July 2014
Shenyuan Engineering Investment Consulting July 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Digital Marketing, Social Media, Microsoft Excel, Public Speaking, R, Financial Analysis
Education
University of California, Los Angeles 2011 — 2015
Bachelor’s Degree, Business Economics, 3.70
Deloitte August 2015 - Present
PKF August 2014 - September 2014
Live Nation Entertainment April 2014 - July 2014
Live Nation Entertainment January 2014 - July 2014
Shenyuan Engineering Investment Consulting July 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Digital Marketing, Social Media, Microsoft Excel, Public Speaking, R, Financial Analysis
Education
University of California, Los Angeles 2011 — 2015
Bachelor’s Degree, Business Economics, 3.70
Robert J. Pagano Robert J. Pagano's PKF Experience October 1996 - December 1998
Job Corporate Controller at Hampshire Hotels Management, LLC
Industry Accounting
Experience
Hampshire Hotels Management, LLC April 2015 - Present
Montclair Hotels GCNY, LLC November 2007 - February 2015
The Glazier Group, Inc July 2006 - September 2007
Union Square Hospitality Group March 2004 - July 2006
Montauk Yacht Club September 2002 - March 2004
Algonquin Club of Boston November 2000 - May 2002
Russian Tea Room Realty, LLC December 1998 - November 2000
PKF October 1996 - December 1998
Skills
General Ledger, Internal Controls, Financial Reporting, Financial Accounting, Accounting, Start-up Consulting, Hospitality Industry, Start-ups, Hospitality Management, Hospitality Consulting, Catering, Banquets, Food, Restaurants
Education
Dowling College 1992 — 1996
Bachelor of Business Administration (BBA), Accounting
Florida Atlantic University 1990 — 1991
Business/Managerial Economics
Stony Brook University 1988 — 1990
Biology, General
Suffolk County Community College 1986 — 1988
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Hampshire Hotels Management, LLC April 2015 - Present
Montclair Hotels GCNY, LLC November 2007 - February 2015
The Glazier Group, Inc July 2006 - September 2007
Union Square Hospitality Group March 2004 - July 2006
Montauk Yacht Club September 2002 - March 2004
Algonquin Club of Boston November 2000 - May 2002
Russian Tea Room Realty, LLC December 1998 - November 2000
PKF October 1996 - December 1998
Skills
General Ledger, Internal Controls, Financial Reporting, Financial Accounting, Accounting, Start-up Consulting, Hospitality Industry, Start-ups, Hospitality Management, Hospitality Consulting, Catering, Banquets, Food, Restaurants
Education
Dowling College 1992 — 1996
Bachelor of Business Administration (BBA), Accounting
Florida Atlantic University 1990 — 1991
Business/Managerial Economics
Stony Brook University 1988 — 1990
Biology, General
Suffolk County Community College 1986 — 1988
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Kevin McGrew, CPA/PFS, CFA, CFP Kevin McGrew, CPA/PFS, CFA, CFP's PKF Experience 1979 - 1986
Job Owner, Wealth Management Advisors, Inc.
Industry Financial Services
Experience
Wealth Management Advisors, Inc. February 1996 - Present
Henderson, Warren & Eckinger, CPAs 1986 - 1987
PKF 1979 - 1986
Skills
Wealth Management, Investments, Asset Management, Financial Planning, Tax Planning, Management, Strategy, Strategic Planning, Financial Analysis, Finance, Mergers & Acquisitions, Analysis, Auditing, Budgets, CPA
Education
University of Denver 1975 — 1979
B.S. in Accounting, Accounting and Finance
Wyandotte H.S. 1973 — 1975
Wealth Management Advisors, Inc. February 1996 - Present
Henderson, Warren & Eckinger, CPAs 1986 - 1987
PKF 1979 - 1986
Skills
Wealth Management, Investments, Asset Management, Financial Planning, Tax Planning, Management, Strategy, Strategic Planning, Financial Analysis, Finance, Mergers & Acquisitions, Analysis, Auditing, Budgets, CPA
Education
University of Denver 1975 — 1979
B.S. in Accounting, Accounting and Finance
Wyandotte H.S. 1973 — 1975
Yalin Huang, MBA, CPA Yalin Huang, MBA, CPA's PKF Experience February 2011 - November 2012
Job Senior Associate Accountant at HATA
Industry Accounting
Experience
Hyundai AutoEver Telematics America, Inc. March 2014 - Present
PKF February 2011 - November 2012
California State University, Long Beach August 2009 - September 2010
California State University Long Beach February 2009 - January 2010
Deloitte & Touche January 2008 - May 2008
Deloitte & Touche June 2005 - June 2007
Skills
Proficient in MS Word,..., Basic knowledge about..., Internal Controls, Auditing, Accounting, Financial Statements, Portfolio Management, Management, Assurance, Financial Services, Financial Reporting, Financial Analysis, Financial Accounting, Finance, Strategic Financial..., General Ledger, US GAAP, IFRS, SEC Financial Reporting, Communication Skills, CPA, GAAP
Education
California State University-Long Beach 2008 — 2010
MBA, Finance
National Cheng Kung University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Hyundai AutoEver Telematics America, Inc. March 2014 - Present
PKF February 2011 - November 2012
California State University, Long Beach August 2009 - September 2010
California State University Long Beach February 2009 - January 2010
Deloitte & Touche January 2008 - May 2008
Deloitte & Touche June 2005 - June 2007
Skills
Proficient in MS Word,..., Basic knowledge about..., Internal Controls, Auditing, Accounting, Financial Statements, Portfolio Management, Management, Assurance, Financial Services, Financial Reporting, Financial Analysis, Financial Accounting, Finance, Strategic Financial..., General Ledger, US GAAP, IFRS, SEC Financial Reporting, Communication Skills, CPA, GAAP
Education
California State University-Long Beach 2008 — 2010
MBA, Finance
National Cheng Kung University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Jessica Jenson, CPA Jessica Jenson, CPA's PKF Experience November 2010 - July 2012
Job Accounting Manager Internal Controls at Alliant Insurance Services
Industry Accounting
Experience
Alliant Insurance Services July 2012 - Present
PKF November 2010 - July 2012
PKF October 2006 - November 2010
PKF 2004 - October 2006
Souplantation & Sweet Tomatoes Restaurant June 1998 - May 2004
Skills
Manufacturing, Professional Services, SEC, US GAAP, Financial Statements, Revenue Recognition, GAAP, Accounting, Internal Controls, Auditing, Financial Reporting, Consolidation, Financial Accounting, Financial Audits, SEC filings
Education
San Diego State University-California State University 2000 — 2005
BS, Accounting
Alliant Insurance Services July 2012 - Present
PKF November 2010 - July 2012
PKF October 2006 - November 2010
PKF 2004 - October 2006
Souplantation & Sweet Tomatoes Restaurant June 1998 - May 2004
Skills
Manufacturing, Professional Services, SEC, US GAAP, Financial Statements, Revenue Recognition, GAAP, Accounting, Internal Controls, Auditing, Financial Reporting, Consolidation, Financial Accounting, Financial Audits, SEC filings
Education
San Diego State University-California State University 2000 — 2005
BS, Accounting
Michael Vavrichek, CPA Michael Vavrichek, CPA's PKF Experience 2012 - 2013
Job Senior Audit Associate at Badawi & Associates
Industry Accounting
Experience
Badawi & Associates 2013 - Present
PKF 2012 - 2013
Skills
External Audit, Financial Accounting, Auditing, Assurance
Education
Santa Clara University
Badawi & Associates 2013 - Present
PKF 2012 - 2013
Skills
External Audit, Financial Accounting, Auditing, Assurance
Education
Santa Clara University
Maureen Willis, CPA Maureen Willis, CPA's PKF Experience December 2011 - January 2013
Job Senior Manager at Thomas St. John, LLC
Industry Accounting
Experience
Thomas St. John, LLC November 2014 - Present
Hutchinson and Bloodgood LLP September 2007 - October 2014
PKF December 2011 - January 2013
PKF January 2010 - December 2011
Red Car, Inc. July 2004 - August 2007
American Golf Corporation June 2003 - July 2004
Skills
Accounting, GAAP, CPA, Bank Reconciliation, Financial Statements, Accounts Receivable, Forecasting, Strategic Planning, Accounts Payable, Account Reconciliation, Financial Accounting, Financial Reporting, Budgets, US GAAP, Sarbanes-Oxley Act, Auditing, Internal Controls, Microsoft Office, Business Strategy, QuickBooks, Management
Education
Loyola Marymount University 2000 — 2003
Bachelor of Arts, Business Management
Thomas St. John, LLC November 2014 - Present
Hutchinson and Bloodgood LLP September 2007 - October 2014
PKF December 2011 - January 2013
PKF January 2010 - December 2011
Red Car, Inc. July 2004 - August 2007
American Golf Corporation June 2003 - July 2004
Skills
Accounting, GAAP, CPA, Bank Reconciliation, Financial Statements, Accounts Receivable, Forecasting, Strategic Planning, Accounts Payable, Account Reconciliation, Financial Accounting, Financial Reporting, Budgets, US GAAP, Sarbanes-Oxley Act, Auditing, Internal Controls, Microsoft Office, Business Strategy, QuickBooks, Management
Education
Loyola Marymount University 2000 — 2003
Bachelor of Arts, Business Management
Larry Lentini, CPA/CITP/CGMA, CRISC Larry Lentini, CPA/CITP/CGMA, CRISC's PKF Experience August 1982 - April 1998
Job President at INS Services, Inc.
Industry Information Technology and Services
Experience
INS Services, Inc. May 1998 - Present
PKF August 1982 - April 1998
Skills
Insurance, Risk Management, Auditing, Accounting, Enterprise Risk..., Financial Reporting, Financial Risk, Process Improvement, Mergers & Acquisitions, Internal Controls, Analysis, Strategic Planning, Prospective and OTFR..., Internal Audit, Computer Forensics, Investigation, Financial Analysis
Education
Rutgers, The State University of New Jersey-Camden
BS, Accounting
INS Services, Inc. May 1998 - Present
PKF August 1982 - April 1998
Skills
Insurance, Risk Management, Auditing, Accounting, Enterprise Risk..., Financial Reporting, Financial Risk, Process Improvement, Mergers & Acquisitions, Internal Controls, Analysis, Strategic Planning, Prospective and OTFR..., Internal Audit, Computer Forensics, Investigation, Financial Analysis
Education
Rutgers, The State University of New Jersey-Camden
BS, Accounting
Krista Vicente Krista Vicente's PKF Experience May 2014 - Present
Job Audit Staff at PKF
Industry Accounting
Experience
PKF May 2014 - Present
University of San Diego September 2011 - August 2014
Charles Kellett, C.P.A. January 2014 - April 2014
Coastal Payroll Services January 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Tax, Time Management, Access, Budgets, Accounts Receivable
Education
University of San Diego 2010 — 2014
Bachelor's degree, Accounting major and Supply Chain minor
PKF May 2014 - Present
University of San Diego September 2011 - August 2014
Charles Kellett, C.P.A. January 2014 - April 2014
Coastal Payroll Services January 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Tax, Time Management, Access, Budgets, Accounts Receivable
Education
University of San Diego 2010 — 2014
Bachelor's degree, Accounting major and Supply Chain minor
Bill Macaulay Bill Macaulay's PKF Experience February 2005 - Present
Job Tax Partner, Smythe LLP
Industry Accounting
Experience
Smythe LLP (formerly Smythe Ratcliffe LLP) February 2005 - Present
PKF February 2005 - Present
KPMG LLP 1989 - 2004
Peat Marwick July 1977 - August 1989
Skills
Tax, Accounting, Tax Accounting, Financial Planners, Tax Preparation, Mergers & Acquisitions, High Net Worth..., Financial Analysis, Assurance, Financial Accounting
Education
Institute of Chartered Accountants of British Columbia 1977 — 1980
Chartered Accountant now Chartered Professional Accountant -- CPA, CA
The University of British Columbia 1972 — 1977
BComm, Accounting
Killarney Secondary School 1967 — 1972
Smythe LLP (formerly Smythe Ratcliffe LLP) February 2005 - Present
PKF February 2005 - Present
KPMG LLP 1989 - 2004
Peat Marwick July 1977 - August 1989
Skills
Tax, Accounting, Tax Accounting, Financial Planners, Tax Preparation, Mergers & Acquisitions, High Net Worth..., Financial Analysis, Assurance, Financial Accounting
Education
Institute of Chartered Accountants of British Columbia 1977 — 1980
Chartered Accountant now Chartered Professional Accountant -- CPA, CA
The University of British Columbia 1972 — 1977
BComm, Accounting
Killarney Secondary School 1967 — 1972
Jennifer Darling Jennifer Darling's PKF Experience January 2000 - August 2013
Job Director of Business Operations at Keller Augusta Partners
Industry Real Estate
Experience
Keller Augusta Partners June 2013 - Present
PKF January 2000 - August 2013
Chadwicks of Boston June 1996 - May 1998
Skills
Accounting, General Ledger, Account Reconciliation, Internal Controls, Financial Accounting, Financial Reporting, Financial Statements, QuickBooks, Payroll, Accounts Receivable, Accounts Payable, Bookkeeping, Tax Preparation, Tax Returns, Cash Management
Education
Bryant University 1991 — 1994
Bachelor of Science (B.S.), Accounting
Quincy College
Registered Nursing/Registered Nurse
Keller Augusta Partners June 2013 - Present
PKF January 2000 - August 2013
Chadwicks of Boston June 1996 - May 1998
Skills
Accounting, General Ledger, Account Reconciliation, Internal Controls, Financial Accounting, Financial Reporting, Financial Statements, QuickBooks, Payroll, Accounts Receivable, Accounts Payable, Bookkeeping, Tax Preparation, Tax Returns, Cash Management
Education
Bryant University 1991 — 1994
Bachelor of Science (B.S.), Accounting
Quincy College
Registered Nursing/Registered Nurse
JOHNSON GATHUMBI CISSP, CISA, CRISC,PMP,CIA JOHNSON GATHUMBI CISSP, CISA, CRISC,PMP,CIA's PKF Experience June 2003 - July 2006
Job Senior IT Auditor at GEICO
Industry Accounting
Experience
GEICO November 2014 - Present
Liquidity Services, Inc September 2013 - September 2014
Inova Health System May 2012 - August 2013
Catapult Consultants December 2010 - June 2012
KPMG August 2006 - November 2010
PKF June 2003 - July 2006
EQUITY BANK 2005 - 2006
KENYA LITHO 2002 - 2005
Skills
COBIT, GAAS, IT Audit, Audit, SOX, Auditing, Risk Assessment, Sarbanes-Oxley Act, Internal Controls, Business Process..., Business Process, Sarbanes-Oxley, SAS70, Internal Audit, Information Security, Accounting, Financial Risk, COSO, Assurance, ISO 27001, Strategic Planning, Consulting, Financial Audits, IT Management
Education
Kenyatta University 1996 — 2000
Bachelor of Commerce, Accounting
GEICO November 2014 - Present
Liquidity Services, Inc September 2013 - September 2014
Inova Health System May 2012 - August 2013
Catapult Consultants December 2010 - June 2012
KPMG August 2006 - November 2010
PKF June 2003 - July 2006
EQUITY BANK 2005 - 2006
KENYA LITHO 2002 - 2005
Skills
COBIT, GAAS, IT Audit, Audit, SOX, Auditing, Risk Assessment, Sarbanes-Oxley Act, Internal Controls, Business Process..., Business Process, Sarbanes-Oxley, SAS70, Internal Audit, Information Security, Accounting, Financial Risk, COSO, Assurance, ISO 27001, Strategic Planning, Consulting, Financial Audits, IT Management
Education
Kenyatta University 1996 — 2000
Bachelor of Commerce, Accounting
Anna Bea Persch Anna Bea Persch's PKF Experience July 2010 - December 2010
Job Intern in the Controlling Team at BASF Corporation
Industry Financial Services
Experience
BASF Construction North America May 2012 - Present
BASF 2012 - 2012
HAN University of Applied Sciences 2008 - 2012
Bombardier Transportation June 2011 - August 2011
Minnesota State University, Mankato January 2011 - June 2011
PKF July 2010 - December 2010
Education
2008 — 2012
Minnesota State University, Mankato 2011 — 2011
2011, Accounting, Auditing, Marketing, Finance, Professional Selling
BASF Construction North America May 2012 - Present
BASF 2012 - 2012
HAN University of Applied Sciences 2008 - 2012
Bombardier Transportation June 2011 - August 2011
Minnesota State University, Mankato January 2011 - June 2011
PKF July 2010 - December 2010
Education
2008 — 2012
Minnesota State University, Mankato 2011 — 2011
2011, Accounting, Auditing, Marketing, Finance, Professional Selling
Hao T. Lam, CPA Hao T. Lam, CPA's PKF Experience October 2001 - July 2004
Job Chief Financial Officer
Industry Accounting
Experience
CoEfficient, LLC May 2012 - Present
Asian Pacific Environmental Network (APEN) March 2012 - Present
Kapor Enterprises, Inc. March 2007 - March 2012
Hood & Strong LLP July 2004 - March 2007
PKF October 2001 - July 2004
KPMG US September 1997 - September 2001
Skills
Auditing, GAAP, Financial Reporting, Accounting, Nonprofits, IFRS, Financial Accounting, Finance, Financial Audits, Internal Controls, Revenue Recognition, US GAAP, Consolidation, SEC filings, Financial Modeling, Financial Analysis, Tax
Education
University of California, Los Angeles 2000 — 2005
Bachelor of Arts (B.A.), Economics
CoEfficient, LLC May 2012 - Present
Asian Pacific Environmental Network (APEN) March 2012 - Present
Kapor Enterprises, Inc. March 2007 - March 2012
Hood & Strong LLP July 2004 - March 2007
PKF October 2001 - July 2004
KPMG US September 1997 - September 2001
Skills
Auditing, GAAP, Financial Reporting, Accounting, Nonprofits, IFRS, Financial Accounting, Finance, Financial Audits, Internal Controls, Revenue Recognition, US GAAP, Consolidation, SEC filings, Financial Modeling, Financial Analysis, Tax
Education
University of California, Los Angeles 2000 — 2005
Bachelor of Arts (B.A.), Economics
Binu S Pillai Binu S Pillai's PKF Experience January 2009 - March 2011
Job Procurement Agent at Bombardier Aerospace (Commercial Aircraft C Series)
Industry Logistics and Supply Chain
Experience
BOMBARDIER June 2015 - Present
APICS Chapitre de Montréal August 2014 - Present
Wrist Ship Supply November 2014 - January 2015
Global Business Forum May 2013 - April 2014
Megalink Trading & Contracting W.L.L March 2011 - September 2011
PKF January 2009 - March 2011
Skills
Supply Chain Management, Procurement, Negotiation, Logistics, Operations Management, Business Strategy, Project Planning, Team Leadership, Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Analysis, Customer Service, Training, Business Development, Transportation..., Pharmaceutical Supply..., Pharmaceutical Packaging, Cold Chain, Sales, Business Process..., Management
Education
HEC Montréal 2012 — 2014
Master of Science (M.Sc.), Global Supply Chain Management
George Brown College 2011 — 2012
Post Graduation Certification, Financial Planning
Bahrain Institute of Banking and Finance - BIBF 2008 — 2009
CPA Exam Review - Becker Professional Education, American Institute of Certified Public Accountants (AICPA)
Garden City College 2005 — 2008
Bachelor of Commerce (BCom), Finance
BOMBARDIER June 2015 - Present
APICS Chapitre de Montréal August 2014 - Present
Wrist Ship Supply November 2014 - January 2015
Global Business Forum May 2013 - April 2014
Megalink Trading & Contracting W.L.L March 2011 - September 2011
PKF January 2009 - March 2011
Skills
Supply Chain Management, Procurement, Negotiation, Logistics, Operations Management, Business Strategy, Project Planning, Team Leadership, Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Analysis, Customer Service, Training, Business Development, Transportation..., Pharmaceutical Supply..., Pharmaceutical Packaging, Cold Chain, Sales, Business Process..., Management
Education
HEC Montréal 2012 — 2014
Master of Science (M.Sc.), Global Supply Chain Management
George Brown College 2011 — 2012
Post Graduation Certification, Financial Planning
Bahrain Institute of Banking and Finance - BIBF 2008 — 2009
CPA Exam Review - Becker Professional Education, American Institute of Certified Public Accountants (AICPA)
Garden City College 2005 — 2008
Bachelor of Commerce (BCom), Finance
Marie L. Dexter Marie L. Dexter's PKF Experience May 1984 - June 1990
Job Principal at Resort Development Consultants, Inc.
Industry Hospitality
Experience
Resort Development Consultants, Inc. June 1990 - Present
PKF May 1984 - June 1990
Skills
Hospitality, Management, Budgets, Real Estate, Restaurants, Resorts, Hospitality Management, Hospitality Industry, Negotiation, Marketing, Food & Beverage, Hotel Management, Sales Management, Leadership, Marketing Strategy, Hotels, Business Development, Strategic Planning, Speaks Fluent Spanish, Tourism, Revenue Analysis, Contract Negotiation, Business Planning, Food, Pre-opening, Banquets, Spanish, Front Office, Leisure, Restaurant Management, Yield Management, Spa, Hotel Design, Management Consulting, Cost Control, Menu Development, Luxury, Opening Hotels, Income Statement, P&L, Catering, Rooms Division, Hotel Asset Management, Lodging, Property Management...
Education
Florida International University
Master of Science (MS), Hotel, Motel, and Restaurant Management
College of New Rochelle
Bachelor of Arts (B.A.)
Resort Development Consultants, Inc. June 1990 - Present
PKF May 1984 - June 1990
Skills
Hospitality, Management, Budgets, Real Estate, Restaurants, Resorts, Hospitality Management, Hospitality Industry, Negotiation, Marketing, Food & Beverage, Hotel Management, Sales Management, Leadership, Marketing Strategy, Hotels, Business Development, Strategic Planning, Speaks Fluent Spanish, Tourism, Revenue Analysis, Contract Negotiation, Business Planning, Food, Pre-opening, Banquets, Spanish, Front Office, Leisure, Restaurant Management, Yield Management, Spa, Hotel Design, Management Consulting, Cost Control, Menu Development, Luxury, Opening Hotels, Income Statement, P&L, Catering, Rooms Division, Hotel Asset Management, Lodging, Property Management...
Education
Florida International University
Master of Science (MS), Hotel, Motel, and Restaurant Management
College of New Rochelle
Bachelor of Arts (B.A.)
Christine Skoczek, CPA/PFS, CFP Christine Skoczek, CPA/PFS, CFP's PKF Experience May 1997 - Present
Job Financial & Tax Planning Consultant, San Diego at PKF
Industry Accounting
Experience
Skoczek & Associates, LLC August 2006 - Present
PKF May 1997 - Present
Partnerships with Industry 2009 - 2010
Strategic Wealth Management (later acquired by Stancorp Investment Advisers) December 2001 - August 2006
Luce Forward Hamilton & Scripps October 1984 - December 2000
Rowling, Dold & Associates (later merged with Moss Adams, LLP) October 1995 - May 1997
Ernst & Young (formerly Arthur Young) June 1981 - October 1984
Education
San Diego State University-California State University
Master's, Business Administration, Tax & Financial Planning
San Diego State University-California State University
Bachelor's, Business Administration -- Accounting
Skoczek & Associates, LLC August 2006 - Present
PKF May 1997 - Present
Partnerships with Industry 2009 - 2010
Strategic Wealth Management (later acquired by Stancorp Investment Advisers) December 2001 - August 2006
Luce Forward Hamilton & Scripps October 1984 - December 2000
Rowling, Dold & Associates (later merged with Moss Adams, LLP) October 1995 - May 1997
Ernst & Young (formerly Arthur Young) June 1981 - October 1984
Education
San Diego State University-California State University
Master's, Business Administration, Tax & Financial Planning
San Diego State University-California State University
Bachelor's, Business Administration -- Accounting
Curtistine Phillips Curtistine Phillips's PKF Experience May 2014 - Present
Job Administrative Assistant at PKF
Industry Management Consulting
Experience
PKF May 2014 - Present
KPMG August 2007 - May 2014
Avon 2010 - 2014
Field Marketing & Media September 2004 - May 2007
Randstad November 2003 - August 2004
University of Houston August 2002 - November 2003
Skills
Tax, Accounting, Big 4, GoSystems Tax RS, International Tax, Microsoft Excel, PowerPoint, GoFileRoom, Marketing, Financial Analysis, GAAP, Internal Audit, Microsoft Word, Customer Service, Sales, Invoicing, Practice CS, ProSystem fx Engagement, Account Reconciliation, Time Management, Access
Education
University of Houston 1999 — 2003
Bachelor of Arts (B.A.), Communication - Public Relations; Minor: Marketing, Dean's List, Magna Cum Laude
PKF May 2014 - Present
KPMG August 2007 - May 2014
Avon 2010 - 2014
Field Marketing & Media September 2004 - May 2007
Randstad November 2003 - August 2004
University of Houston August 2002 - November 2003
Skills
Tax, Accounting, Big 4, GoSystems Tax RS, International Tax, Microsoft Excel, PowerPoint, GoFileRoom, Marketing, Financial Analysis, GAAP, Internal Audit, Microsoft Word, Customer Service, Sales, Invoicing, Practice CS, ProSystem fx Engagement, Account Reconciliation, Time Management, Access
Education
University of Houston 1999 — 2003
Bachelor of Arts (B.A.), Communication - Public Relations; Minor: Marketing, Dean's List, Magna Cum Laude
Janie Thomas, CPA's PKF Experience November 2011 - February 2012
Job Senior Accountant at ZEFR
Industry Accounting
Experience
ZEFR June 2014 - Present
Santa Monica Convention and Visitors Bureau February 2013 - May 2014
AppDynamics February 2012 - February 2013
PKF November 2011 - February 2012
Perkins, Lund, Collar & Associates June 2010 - September 2011
North Carolina State University August 2009 - May 2010
H.R. Godwin, CPA September 2008 - January 2009
The Plantation House Interiors, Inc. June 2006 - July 2007
Skills
General Ledger, Tax Preparation, Financial Reporting, Account Reconciliation, QuickBooks, Financial Accounting, Auditing, Revenue Recognition, CPA, GAAP, Financial Statements, Journal Entries, Peachtree, Bookkeeping, Fixed Assets, Accruals, Bank Reconciliation, Tax Accounting, Accounts Receivable, Accounts Payable, Tax, Payroll Taxes, Cost Accounting, Internal Controls, Year-end Close, Payroll, Tax Returns, Sales Tax, Cash Flow, Sarbanes-Oxley Act, Financial Analysis
Education
North Carolina State University 2009 — 2010
Master of Accounting, Accounting
Campbell University 2006 — 2009
Bachelor of Business Administration, Accounting
ZEFR June 2014 - Present
Santa Monica Convention and Visitors Bureau February 2013 - May 2014
AppDynamics February 2012 - February 2013
PKF November 2011 - February 2012
Perkins, Lund, Collar & Associates June 2010 - September 2011
North Carolina State University August 2009 - May 2010
H.R. Godwin, CPA September 2008 - January 2009
The Plantation House Interiors, Inc. June 2006 - July 2007
Skills
General Ledger, Tax Preparation, Financial Reporting, Account Reconciliation, QuickBooks, Financial Accounting, Auditing, Revenue Recognition, CPA, GAAP, Financial Statements, Journal Entries, Peachtree, Bookkeeping, Fixed Assets, Accruals, Bank Reconciliation, Tax Accounting, Accounts Receivable, Accounts Payable, Tax, Payroll Taxes, Cost Accounting, Internal Controls, Year-end Close, Payroll, Tax Returns, Sales Tax, Cash Flow, Sarbanes-Oxley Act, Financial Analysis
Education
North Carolina State University 2009 — 2010
Master of Accounting, Accounting
Campbell University 2006 — 2009
Bachelor of Business Administration, Accounting
Tom Kluksdahl, CPA Tom Kluksdahl, CPA's PKF Experience January 1996 - January 2000
Job CFO/Controller Services
Industry Accounting
Experience
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
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
David Bookman David Bookman's PKF Experience 1985 - 1987
Job Financial Consultant
Industry Real Estate
Experience
Alternative Finance Solutions, LLC July 2009 - Present
Gumberg Asset Management Corporation September 2010 - December 2011
Monroe's Prestige Group January 2008 - June 2009
RMC Property Group 2003 - 2007
Revelex Corporation 1999 - 2002
Pyramid Realty 1998 - 2000
Equity One 1995 - 1998
Kenneth Leventhal & Co 1987 - 1995
PKF 1985 - 1987
PKF 1982 - 1987
Skills
Due Diligence, Real Estate, Asset Managment, Acquisitions, Investment Properties, Real Estate Development, Property Management, Real Estate Economics, Disposition, Location Intelligence, Investments, Brokerage, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Tenant, Leases
Education
Pace University 1980 — 1982
BBA, Public Accounting
Fairleigh Dickinson University 1976 — 1980
Rider University 1974 — 1976
Alternative Finance Solutions, LLC July 2009 - Present
Gumberg Asset Management Corporation September 2010 - December 2011
Monroe's Prestige Group January 2008 - June 2009
RMC Property Group 2003 - 2007
Revelex Corporation 1999 - 2002
Pyramid Realty 1998 - 2000
Equity One 1995 - 1998
Kenneth Leventhal & Co 1987 - 1995
PKF 1985 - 1987
PKF 1982 - 1987
Skills
Due Diligence, Real Estate, Asset Managment, Acquisitions, Investment Properties, Real Estate Development, Property Management, Real Estate Economics, Disposition, Location Intelligence, Investments, Brokerage, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Tenant, Leases
Education
Pace University 1980 — 1982
BBA, Public Accounting
Fairleigh Dickinson University 1976 — 1980
Rider University 1974 — 1976
Jaysa Hayes Richards Jaysa Hayes Richards's PKF Experience January 2003 - April 2004
Job President at Accurate Methods Consulting, LLC
Industry Accounting
Experience
Accurate Methods Consulting, LLC March 2008 - Present
Nsoro November 2003 - October 2008
PKF January 2003 - April 2004
Deloitte May 2002 - January 2003
Andersen, LLP May 2001 - May 2002
Skills
Accounting, Tax, Financial Reporting, Budgets, Training, Auditing, Strategic Planning, GAAP, Management, Financial Planning, Full-Charge Bookkeeping, Bookkeeping, outsourced accounting, QuickBooks, ProAdvisor
Education
The University of Texas at Austin 1996 — 2001
BBA/MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1996 — 2001
PPA, Accounting
Accurate Methods Consulting, LLC March 2008 - Present
Nsoro November 2003 - October 2008
PKF January 2003 - April 2004
Deloitte May 2002 - January 2003
Andersen, LLP May 2001 - May 2002
Skills
Accounting, Tax, Financial Reporting, Budgets, Training, Auditing, Strategic Planning, GAAP, Management, Financial Planning, Full-Charge Bookkeeping, Bookkeeping, outsourced accounting, QuickBooks, ProAdvisor
Education
The University of Texas at Austin 1996 — 2001
BBA/MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1996 — 2001
PPA, Accounting
Jack D. Miller Jack D. Miller's PKF Experience 1981 - 1981
Job Seasoned Hotelier
Industry Hospitality
Experience
The Beachcomber Resort and Villas May 2010 - Present
Windsor Gardens Hotel and Conference Center July 2009 - May 2010
Windsor Gardens Hotel and Conference Center June 2009 - July 2009
Holiday Isle Beach Resort and Marina, Florida Keys August 2007 - April 2009
The Beach House Hotel - An oceanfront boutique hotel in Bal Harbor/Surfside, Florida March 2006 - June 2007
All Florida Hospitality Mangement, Inc. - A Hotel Management Company January 1986 - October 2005
The St. Regis Hotel - NYC November 1985 - December 1986
Sheraton Savannah Resort and Country Club March 1984 - November 1985
Sheraton St. John's Place - Jacksonville, FL. September 1983 - March 1984
PKF 1981 - 1981
Skills
Team Building, Resorts, Hotels, Profit Maximization, Hospitality Industry, Food & Beverage, Financial Analysis, Renovation, Hotel Management, Internal Controls, Event Planning, Customer Satisfaction, Pre-opening, Leadership, Budgets, Real Estate, Catering, Tourism, Restaurants, Hospitality Management
Education
Cornell University 1979 — 1983
B.S., Hotel and Restaurant Administration
Miami Beach Sr. High School 1976 — 1979
H.S. Diploma
The Beachcomber Resort and Villas May 2010 - Present
Windsor Gardens Hotel and Conference Center July 2009 - May 2010
Windsor Gardens Hotel and Conference Center June 2009 - July 2009
Holiday Isle Beach Resort and Marina, Florida Keys August 2007 - April 2009
The Beach House Hotel - An oceanfront boutique hotel in Bal Harbor/Surfside, Florida March 2006 - June 2007
All Florida Hospitality Mangement, Inc. - A Hotel Management Company January 1986 - October 2005
The St. Regis Hotel - NYC November 1985 - December 1986
Sheraton Savannah Resort and Country Club March 1984 - November 1985
Sheraton St. John's Place - Jacksonville, FL. September 1983 - March 1984
PKF 1981 - 1981
Skills
Team Building, Resorts, Hotels, Profit Maximization, Hospitality Industry, Food & Beverage, Financial Analysis, Renovation, Hotel Management, Internal Controls, Event Planning, Customer Satisfaction, Pre-opening, Leadership, Budgets, Real Estate, Catering, Tourism, Restaurants, Hospitality Management
Education
Cornell University 1979 — 1983
B.S., Hotel and Restaurant Administration
Miami Beach Sr. High School 1976 — 1979
H.S. Diploma
Martin van der Merwe Martin van der Merwe's PKF Experience February 2012 - December 2013
Job Senior Associate | Audit at Grant Thornton LLP | CA(SA)
Industry Accounting
Experience
Grant Thornton LLP January 2015 - Present
Grant Thornton South Africa December 2013 - January 2015
PKF February 2012 - December 2013
Moore Stephens June 2009 - July 2009
Skills
External Audit, IFRS, Auditing, Assurance, VAT, Management Accounting, Financial Accounting, Tax, Internal Controls, Financial Reporting, International Auditing..., Companies Act South..., Public Finance..., National Treasury..., King III Code, Corporate Governance, COSO Framework, US GAAP, Caseware, Assure, Voyager, TMate, Pastel, Accpac, Vision, Syspro, Microsoft Office
Education
Stellenbosch University/Universiteit Stellenbosch
Bachelor’s Degree, BAcc(Hons)
Paul Roos Gymnasium - Stellenbosch
High School
Grant Thornton LLP January 2015 - Present
Grant Thornton South Africa December 2013 - January 2015
PKF February 2012 - December 2013
Moore Stephens June 2009 - July 2009
Skills
External Audit, IFRS, Auditing, Assurance, VAT, Management Accounting, Financial Accounting, Tax, Internal Controls, Financial Reporting, International Auditing..., Companies Act South..., Public Finance..., National Treasury..., King III Code, Corporate Governance, COSO Framework, US GAAP, Caseware, Assure, Voyager, TMate, Pastel, Accpac, Vision, Syspro, Microsoft Office
Education
Stellenbosch University/Universiteit Stellenbosch
Bachelor’s Degree, BAcc(Hons)
Paul Roos Gymnasium - Stellenbosch
High School
George K Laham, CPA's PKF Experience May 2002 - April 2005
Job Controller at Harvard Club of Boston
Industry Hospitality
Experience
Harvard Club of Boston April 2005 - Present
PKF May 2002 - April 2005
KPMG US May 2000 - April 2002
Skills
Hospitality Management, Food & Beverage, Restaurants, Financial Analysis, Banquets, Catering, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Strategic Planning, Event Management, Team Building, Project Management, Business Development, Revenue Analysis, Finance, Accounting, Budgets, Auditing, Financial Statements, Internal Controls, Analysis
Education
Babson College 1997 — 2001
BS in Management, Accounting & Economics
Westwood High School
Harvard Club of Boston April 2005 - Present
PKF May 2002 - April 2005
KPMG US May 2000 - April 2002
Skills
Hospitality Management, Food & Beverage, Restaurants, Financial Analysis, Banquets, Catering, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Strategic Planning, Event Management, Team Building, Project Management, Business Development, Revenue Analysis, Finance, Accounting, Budgets, Auditing, Financial Statements, Internal Controls, Analysis
Education
Babson College 1997 — 2001
BS in Management, Accounting & Economics
Westwood High School
Michael Clarke,CPA Michael Clarke,CPA's PKF Experience 1996 - 1998
Job Internal Audit and Accounting Professional
Industry Financial Services
Experience
Bank of America April 2012 - Present
The Siegfried Group April 2011 - February 2012
GenOn November 2004 - March 2011
USMC June 1990 - November 2010
Barclays Capital October 2002 - November 2004
PricewaterhouseCoopers August 1998 - October 2001
MBIA 2000 - 2001
PKF 1996 - 1998
Skills
Internal Controls, Accounting, Auditing, Budgets, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Business Process, Risk Assessment, Training, Management, Leadership, Finance, General Ledger, GAAP, Strategy, Financial Analysis, US GAAP
Education
Ashford University 2010 — 2012
Master of Business Administration (MBA)
Iona College 1994 — 1996
BBA
St. Georges College 1982 — 1988
HSD
Bank of America April 2012 - Present
The Siegfried Group April 2011 - February 2012
GenOn November 2004 - March 2011
USMC June 1990 - November 2010
Barclays Capital October 2002 - November 2004
PricewaterhouseCoopers August 1998 - October 2001
MBIA 2000 - 2001
PKF 1996 - 1998
Skills
Internal Controls, Accounting, Auditing, Budgets, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Business Process, Risk Assessment, Training, Management, Leadership, Finance, General Ledger, GAAP, Strategy, Financial Analysis, US GAAP
Education
Ashford University 2010 — 2012
Master of Business Administration (MBA)
Iona College 1994 — 1996
BBA
St. Georges College 1982 — 1988
HSD
Xavier Elbaz Xavier Elbaz's PKF Experience June 2007 - September 2007
Job Associate Project Manager chez Société Générale
Industry Investment Banking
Experience
Société Générale June 2014 - Present
SGCIB December 2010 - May 2014
Société Générale Corporate and Investment Banking September 2008 - July 2009
PKF June 2007 - September 2007
Skills
Investment Banking, Derivatives, Fixed Income, Options, Trading, Valuation, VBA, Risk Management, Mergers, Financial Markets, Banking, Hedge Funds, Finance, Asset Managment, Private Banking, Alternative Investments, Mutual Funds, Wealth Management, Corporate Finance
Education
2009 — 2010
MBA, Finance
2006 — 2010
Master, Finance de marché
Société Générale June 2014 - Present
SGCIB December 2010 - May 2014
Société Générale Corporate and Investment Banking September 2008 - July 2009
PKF June 2007 - September 2007
Skills
Investment Banking, Derivatives, Fixed Income, Options, Trading, Valuation, VBA, Risk Management, Mergers, Financial Markets, Banking, Hedge Funds, Finance, Asset Managment, Private Banking, Alternative Investments, Mutual Funds, Wealth Management, Corporate Finance
Education
2009 — 2010
MBA, Finance
2006 — 2010
Master, Finance de marché
Jacquie Von Hohn Jacquie Von Hohn's PKF Experience July 2007 - April 2010
Job Senior REGM Accounting at Direct Energy
Industry Accounting
Experience
Direct Energy April 2010 - November 2010
PKF July 2007 - April 2010
PKF Texas July 2007 - April 2010
PricewaterhouseCoopers January 2003 - July 2006
Fisher College of Business/Ohio State University 2002 - 2002
Education
The Ohio State University Fisher College of Business 1998 — 2002
Clements High School
Direct Energy April 2010 - November 2010
PKF July 2007 - April 2010
PKF Texas July 2007 - April 2010
PricewaterhouseCoopers January 2003 - July 2006
Fisher College of Business/Ohio State University 2002 - 2002
Education
The Ohio State University Fisher College of Business 1998 — 2002
Clements High School
Jieying Wang's PKF Experience May 2014 - August 2014
Job The University of Texas at Dallas学生
Industry Accounting
Experience
PKF May 2014 - August 2014
Missouri State University September 2012 - November 2012
Skills
Microsoft Office, QuickBooks
Education
The University of Texas at Dallas 2015 — 2017
Accounting, Master of Science (MS)
Missouri State University 2011 — 2015
Accounting, Bachelor of Science (BS)(Overall GPA3.71/4.0)
PKF May 2014 - August 2014
Missouri State University September 2012 - November 2012
Skills
Microsoft Office, QuickBooks
Education
The University of Texas at Dallas 2015 — 2017
Accounting, Master of Science (MS)
Missouri State University 2011 — 2015
Accounting, Bachelor of Science (BS)(Overall GPA3.71/4.0)
Karen (Quintana) Peters, CPA, CMA, CGMA, CICA Karen (Quintana) Peters, CPA, CMA, CGMA, CICA's PKF Experience January 2004 - December 2004
Job Assurance Manager/FAAS/Commodities Markets at Ernst & Young
Industry Accounting
Experience
EY August 2015 - Present
Carr, Riggs & Ingram, LLC (formerly Gainer Donnelly LP) January 2007 - August 2015
Ernst & Young January 2005 - December 2006
PKF January 2004 - December 2004
Villa Music, Co August 2003 - January 2004
Municipality of Loiza January 2002 - August 2003
Cardona, Irrizarry Group April 2001 - December 2001
Skills
Financial Reporting, GAAP, Internal Controls, External Audit, US GAAP reporting, Accounting, Bilingual-English/Spanis..., Retail, Broker-Dealer Operations, Hedge Accounting, Manufacturing Operations, Wholesale Operations, Mortgage Lending, US GAAP, Financial Analysis, SEC filings, CPA, Tax Accounting, Corporate Tax, Partnership Taxation, Auditing, Financial Statements
Education
University of Puerto Rico-Rio Piedras 1995 — 1999
BBA, Accounting
EY August 2015 - Present
Carr, Riggs & Ingram, LLC (formerly Gainer Donnelly LP) January 2007 - August 2015
Ernst & Young January 2005 - December 2006
PKF January 2004 - December 2004
Villa Music, Co August 2003 - January 2004
Municipality of Loiza January 2002 - August 2003
Cardona, Irrizarry Group April 2001 - December 2001
Skills
Financial Reporting, GAAP, Internal Controls, External Audit, US GAAP reporting, Accounting, Bilingual-English/Spanis..., Retail, Broker-Dealer Operations, Hedge Accounting, Manufacturing Operations, Wholesale Operations, Mortgage Lending, US GAAP, Financial Analysis, SEC filings, CPA, Tax Accounting, Corporate Tax, Partnership Taxation, Auditing, Financial Statements
Education
University of Puerto Rico-Rio Piedras 1995 — 1999
BBA, Accounting
MONIQUE MELANCON MONIQUE MELANCON's PKF Experience January 2005 - January 2007
Job Sr. Account Manager at Itmas Inc
Industry Accounting
Experience
Itmas Inc May 2011 - Present
VALERAY REAL ESTATE, INC [Real Estate Investment Company] February 2007 - October 2010
PKF January 2005 - January 2007
SYSTEM ARTS, INC [Network Infrastucture/Progam Development] 2000 - 2005
HARRIS BEACH AND WILCOX [Intellectual Property Law Firm] 1998 - 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Financial Accounting, Tax Preparation, Management Accounting, Cost Accounting, Tax Accounting, Peachtree, Sage Accounts, QuickBooks, Quicken, Accounts Payable..., Accounts Receivable..., Budget Management, Freight Forwarding, Bank Reconciliation, Accounting, Financial Statements, Small Business, Payroll Taxes, Tax Returns, CPA
Education
Baruch College, City University of New York (CUNY) 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Baruch College, City University of New York (CUNY)
Itmas Inc May 2011 - Present
VALERAY REAL ESTATE, INC [Real Estate Investment Company] February 2007 - October 2010
PKF January 2005 - January 2007
SYSTEM ARTS, INC [Network Infrastucture/Progam Development] 2000 - 2005
HARRIS BEACH AND WILCOX [Intellectual Property Law Firm] 1998 - 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Financial Accounting, Tax Preparation, Management Accounting, Cost Accounting, Tax Accounting, Peachtree, Sage Accounts, QuickBooks, Quicken, Accounts Payable..., Accounts Receivable..., Budget Management, Freight Forwarding, Bank Reconciliation, Accounting, Financial Statements, Small Business, Payroll Taxes, Tax Returns, CPA
Education
Baruch College, City University of New York (CUNY) 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Baruch College, City University of New York (CUNY)
Paige Christo Paige Christo's PKF Experience October 2012 - January 2015
Job Property Accountant at WS Development
Industry Accounting
Experience
WS Development January 2015 - Present
PKF October 2012 - January 2015
State Street June 2011 - August 2011
Valley ComputerWorks October 2010 - January 2011
State Street June 2010 - August 2010
American Eagle Outfitters May 2006 - March 2010
Skills
Excel, Word, PowerPoint, Bloomberg, Outlook, Access, Accounting, Customer Service, Microsoft Office, Retail, Writing, Time Management, Scheduling, Spreadsheets, Microsoft Excel, Process Scheduler, Microsoft Word, Financial Analysis, Internal Controls, QuickBooks, Financial Reporting, Financial Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Weymouth High School
WS Development January 2015 - Present
PKF October 2012 - January 2015
State Street June 2011 - August 2011
Valley ComputerWorks October 2010 - January 2011
State Street June 2010 - August 2010
American Eagle Outfitters May 2006 - March 2010
Skills
Excel, Word, PowerPoint, Bloomberg, Outlook, Access, Accounting, Customer Service, Microsoft Office, Retail, Writing, Time Management, Scheduling, Spreadsheets, Microsoft Excel, Process Scheduler, Microsoft Word, Financial Analysis, Internal Controls, QuickBooks, Financial Reporting, Financial Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Weymouth High School
Israel Veliz Israel Veliz's PKF Experience December 2013 - May 2015
Job Assurance Services Staff Experienced at Moss Adams
Industry Accounting
Experience
Moss Adams LLP June 2015 - Present
PKF December 2013 - May 2015
Smart and Final January 2006 - October 2014
San Diego State University Student Accounting Society February 2013 - May 2013
Skills
Management, Bookkeeping, Inventory Management, Inventory Control, Tax Preparation, Risk Management, Microsoft Office, Information Systems, Internet Banking, Merchandising, Project Planning, Finance, Teamwork, Auditing, Accounting, Analysis, Microsoft Word, PowerPoint, Time Management, Financial Analysis, Microsoft Excel
Education
San Diego State University 2012 — 2014
Bachelor of Science, Business Administration; Accounting
Grossmont College 2009 — 2011
general education, Business Administration and Management, General
Moss Adams LLP June 2015 - Present
PKF December 2013 - May 2015
Smart and Final January 2006 - October 2014
San Diego State University Student Accounting Society February 2013 - May 2013
Skills
Management, Bookkeeping, Inventory Management, Inventory Control, Tax Preparation, Risk Management, Microsoft Office, Information Systems, Internet Banking, Merchandising, Project Planning, Finance, Teamwork, Auditing, Accounting, Analysis, Microsoft Word, PowerPoint, Time Management, Financial Analysis, Microsoft Excel
Education
San Diego State University 2012 — 2014
Bachelor of Science, Business Administration; Accounting
Grossmont College 2009 — 2011
general education, Business Administration and Management, General
Barry Skolnick Barry Skolnick's PKF Experience December 1983 - April 1986
Job Owner and Manager of BPSkolnick Consulting, LLC
Industry Financial Services
Experience
BPSkolnick Consulting, LLC January 1999 - Present
AMRESCO Commercial Finance, LLC September 1998 - December 1998
GE Capital Real Estate February 1996 - September 1998
GE Capital Real Estate April 1992 - February 1996
GE Capital Real Estate May 1991 - April 1992
GE Capital Real Estate December 1989 - May 1991
MetLife November 1987 - December 1989
Larson Financial Resources April 1986 - November 1987
PKF December 1983 - April 1986
Skills
Commercial Real Estate..., Due Diligence, Portfolio Management, Finance, Valuation, Asset Management, Investments
Education
University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.), Regional Science
BPSkolnick Consulting, LLC January 1999 - Present
AMRESCO Commercial Finance, LLC September 1998 - December 1998
GE Capital Real Estate February 1996 - September 1998
GE Capital Real Estate April 1992 - February 1996
GE Capital Real Estate May 1991 - April 1992
GE Capital Real Estate December 1989 - May 1991
MetLife November 1987 - December 1989
Larson Financial Resources April 1986 - November 1987
PKF December 1983 - April 1986
Skills
Commercial Real Estate..., Due Diligence, Portfolio Management, Finance, Valuation, Asset Management, Investments
Education
University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.), Regional Science
Stephen A. Bonick, CPA's PKF Experience September 1988 - June 1991
Job CFP, PFS, CGMA, Masters of Science in Taxation
Industry Accounting
Experience
Stephen A. Bonick, CPA May 2002 - Present
Stephen A. Bonick, CPA May 2002 - Present
Rothstein Kass and Company May 1996 - May 2002
Danser, Baalam and Frank August 1995 - February 1996
KPMG Peat Marwick LLP August 1993 - August 1995
Most Horowitz and Company LLP July 1991 - August 1993
PKF September 1988 - June 1991
Skills
Tax Accounting, Tax, International Tax, Auditing, Tax Research, Partnership Taxation, Tax Returns, Income Tax, Accounting, Strategic Financial..., Investments, GAAP, S Corporations, QuickBooks, Payroll Taxes, Trusts, CPA, Mergers & Acquisitions, SEC filings, General Ledger, Corporate Tax, Accountants, Sales Tax, State Tax, Sarbanes-Oxley Act, Financial Planners, Due Diligence, Internal Controls, Employee Benefits, Tax Law, IRS, Gift Tax, Financial Accounting, Forensic Accounting, High Net Worth..., US GAAP, Business Valuation, Estate Tax Planning, Financial Statements, Tax Advisory, Tax Preparation, Financial Reporting, Finance, Preparation, US Tax, Property Tax, LLC, Cash Flow, Business Advisory, Revenue Recognition
Education
Fairleigh Dickinson University 1996 — 2000
Masters of Taxation, Taxation
King's College 1984 — 1988
BS, Accounting
Stephen A. Bonick, CPA May 2002 - Present
Stephen A. Bonick, CPA May 2002 - Present
Rothstein Kass and Company May 1996 - May 2002
Danser, Baalam and Frank August 1995 - February 1996
KPMG Peat Marwick LLP August 1993 - August 1995
Most Horowitz and Company LLP July 1991 - August 1993
PKF September 1988 - June 1991
Skills
Tax Accounting, Tax, International Tax, Auditing, Tax Research, Partnership Taxation, Tax Returns, Income Tax, Accounting, Strategic Financial..., Investments, GAAP, S Corporations, QuickBooks, Payroll Taxes, Trusts, CPA, Mergers & Acquisitions, SEC filings, General Ledger, Corporate Tax, Accountants, Sales Tax, State Tax, Sarbanes-Oxley Act, Financial Planners, Due Diligence, Internal Controls, Employee Benefits, Tax Law, IRS, Gift Tax, Financial Accounting, Forensic Accounting, High Net Worth..., US GAAP, Business Valuation, Estate Tax Planning, Financial Statements, Tax Advisory, Tax Preparation, Financial Reporting, Finance, Preparation, US Tax, Property Tax, LLC, Cash Flow, Business Advisory, Revenue Recognition
Education
Fairleigh Dickinson University 1996 — 2000
Masters of Taxation, Taxation
King's College 1984 — 1988
BS, Accounting
Edward Tedesco Edward Tedesco's PKF Experience October 2014 - Present
Job Staff Accountant PKF
Industry Accounting
Experience
PKF October 2014 - Present
Committee to Elect Eddie Tedesco May 2015 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Word, Access Database, Visio, Microsoft Excel, Minitab, Public Speaking, Event Planning, Time Management, Leadership, Event Management, Data Entry, Community Outreach, Social Media, Social Networking, Politics
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration, Accounting, Junior
Woburn Memorial High School 2006 — 2010
High School Diploma
PKF October 2014 - Present
Committee to Elect Eddie Tedesco May 2015 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Word, Access Database, Visio, Microsoft Excel, Minitab, Public Speaking, Event Planning, Time Management, Leadership, Event Management, Data Entry, Community Outreach, Social Media, Social Networking, Politics
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration, Accounting, Junior
Woburn Memorial High School 2006 — 2010
High School Diploma
Michael Fisk, CISA Michael Fisk, CISA's PKF Experience 2006 - 2006
Job
Industry Information Technology and Services
Experience
Crowe Horwath LLP November 2011 - Present
Legacy Texas Bank October 2010 - November 2011
McGladrey & Pullen September 2007 - May 2010
PKF 2006 - 2006
Skills
Auditing, Accounting, IT Audit, SOC 1, SOC 2, Banking, Risk Management, SOX, Business Analysis, SSAE 16, ITGC, GLBA, Financial Accounting, Disaster Recovery, Risk Assessment, Business Continuity..., Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., CISA, Management
Education
Texas Tech University 2002 — 2006
BS, Accounting
Texas Tech University - Rawls College of Business 2002 — 2006
BS, Accounting
Crowe Horwath LLP November 2011 - Present
Legacy Texas Bank October 2010 - November 2011
McGladrey & Pullen September 2007 - May 2010
PKF 2006 - 2006
Skills
Auditing, Accounting, IT Audit, SOC 1, SOC 2, Banking, Risk Management, SOX, Business Analysis, SSAE 16, ITGC, GLBA, Financial Accounting, Disaster Recovery, Risk Assessment, Business Continuity..., Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., CISA, Management
Education
Texas Tech University 2002 — 2006
BS, Accounting
Texas Tech University - Rawls College of Business 2002 — 2006
BS, Accounting
David DiCiccio, CPA David DiCiccio, CPA's PKF Experience October 2011 - August 2013
Job Audit Supervisor at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias July 2015 - Present
CBIZ Tofias August 2013 - July 2015
PKF October 2011 - August 2013
Select Marketing and Distribution Inc. May 2009 - June 2011
Massachusetts Small Business Development Center May 2010 - September 2010
Skills
Audits of Employee..., Commercial Real Estate, Auditing, Financial Accounting, US GAAP, CPA, Personal Income Tax..., 401k, QuickBooks, Corporate Tax, Financial Statements
Education
University of Massachusetts, Amherst 2011 — 2012
Master of Science (MS), Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
BBA, MSA, Accounting
CBIZ Tofias July 2015 - Present
CBIZ Tofias August 2013 - July 2015
PKF October 2011 - August 2013
Select Marketing and Distribution Inc. May 2009 - June 2011
Massachusetts Small Business Development Center May 2010 - September 2010
Skills
Audits of Employee..., Commercial Real Estate, Auditing, Financial Accounting, US GAAP, CPA, Personal Income Tax..., 401k, QuickBooks, Corporate Tax, Financial Statements
Education
University of Massachusetts, Amherst 2011 — 2012
Master of Science (MS), Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
BBA, MSA, Accounting
Ann Hayworth Ann Hayworth's PKF Experience May 2015 - Present
Job Senior Tax Manager at PKF
Industry Accounting
Experience
PKF May 2015 - Present
Planet Sub/Skyrocket Enterprises January 2014 - Present
A. H. Belo Corporation February 2009 - May 2015
SourceGas (formerly Kinder Morgan) 2007 - 2009
Skills
Due Diligence, Sarbanes-Oxley Act, Financial Analysis, Mergers & Acquisitions, CPA, Financial Reporting, Accounting, Finance, Auditing, Contract Negotiation, SEC filings, Financial Modeling, International Tax, Management, Corporate Tax, Sarbanes-Oxley, Negotiation, Budgets, Forecasting, Internal Controls, Mergers, GAAP, Internal Audit, Transfer Pricing, Strategic Planning, Microsoft Excel, Tax, US GAAP, Process Improvement, Tax Accounting, Leadership
Education
University of North Texas 1985 — 1990
Masters, Accounting/Taxation
PKF May 2015 - Present
Planet Sub/Skyrocket Enterprises January 2014 - Present
A. H. Belo Corporation February 2009 - May 2015
SourceGas (formerly Kinder Morgan) 2007 - 2009
Skills
Due Diligence, Sarbanes-Oxley Act, Financial Analysis, Mergers & Acquisitions, CPA, Financial Reporting, Accounting, Finance, Auditing, Contract Negotiation, SEC filings, Financial Modeling, International Tax, Management, Corporate Tax, Sarbanes-Oxley, Negotiation, Budgets, Forecasting, Internal Controls, Mergers, GAAP, Internal Audit, Transfer Pricing, Strategic Planning, Microsoft Excel, Tax, US GAAP, Process Improvement, Tax Accounting, Leadership
Education
University of North Texas 1985 — 1990
Masters, Accounting/Taxation
Laura Roman, CPA, CMAP Laura Roman, CPA, CMAP's PKF Experience May 1996 - July 1999
Job Partner Weaver
Industry Accounting
Experience
Weaver June 2010 - Present
Elms, Faris and Co., LLP December 2002 - June 2010
Briggs & Veselka 1999 - 2002
PKF May 1996 - July 1999
Skills
Tax, CPA, GAAP, Accounting, Financial Reporting, SEC filings, Financial Accounting, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, US GAAP, Due Diligence, International Tax, General Ledger, QuickBooks, Partnership Taxation, Tax Research, Tax Returns, Mergers & Acquisitions, Financial Statements, Tax Law, Tax Advisory, Forensic Accounting, Internal Controls, Sales Tax, Sarbanes-Oxley, IRS, State Tax
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Accounting
Weaver June 2010 - Present
Elms, Faris and Co., LLP December 2002 - June 2010
Briggs & Veselka 1999 - 2002
PKF May 1996 - July 1999
Skills
Tax, CPA, GAAP, Accounting, Financial Reporting, SEC filings, Financial Accounting, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, US GAAP, Due Diligence, International Tax, General Ledger, QuickBooks, Partnership Taxation, Tax Research, Tax Returns, Mergers & Acquisitions, Financial Statements, Tax Law, Tax Advisory, Forensic Accounting, Internal Controls, Sales Tax, Sarbanes-Oxley, IRS, State Tax
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Accounting
Paul Thuo, MBA Paul Thuo, MBA's PKF Experience November 2007 - September 2009
Job Internal Auditor at Citi
Industry Financial Services
Experience
Citi August 2013 - Present
Bank of America June 2012 - August 2013
JPMorgan Chase October 2011 - June 2012
Bank of America August 2011 - April 2012
PKF November 2007 - September 2009
Ernst & Young December 2005 - November 2007
Skills
Critical Thinking, Ability to work..., Drawing conclusions..., Attention to detail, Multitasking on..., Problem Analysis and..., People Skills, Audit Planning, Audit plan execution, Analytical Skills, Interpersonal Skills, Organizational Skills, Financial Risk, Social Skills, Accounting, Internal Audit, Auditing, Analysis, Risk Management, Finance, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Banking, Leadership, Financial Services
Education
Texas A&M University-Commerce 2014 — 2015
Master of Science in Accounting (MSA), Accounting and Finance, In progress
Texas A&M University-Commerce 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, GPA 3.8/4.0
Egerton University 2002 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance, Second Class Upper Division Honors
Citi August 2013 - Present
Bank of America June 2012 - August 2013
JPMorgan Chase October 2011 - June 2012
Bank of America August 2011 - April 2012
PKF November 2007 - September 2009
Ernst & Young December 2005 - November 2007
Skills
Critical Thinking, Ability to work..., Drawing conclusions..., Attention to detail, Multitasking on..., Problem Analysis and..., People Skills, Audit Planning, Audit plan execution, Analytical Skills, Interpersonal Skills, Organizational Skills, Financial Risk, Social Skills, Accounting, Internal Audit, Auditing, Analysis, Risk Management, Finance, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Banking, Leadership, Financial Services
Education
Texas A&M University-Commerce 2014 — 2015
Master of Science in Accounting (MSA), Accounting and Finance, In progress
Texas A&M University-Commerce 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, GPA 3.8/4.0
Egerton University 2002 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance, Second Class Upper Division Honors
Daniel Snyder JD, CPA Daniel Snyder JD, CPA's PKF Experience June 1989 - May 1992
Job Dan Snyder and Associates, Inc
Industry Accounting
Experience
Dan Snyder and Associates, Inc October 2012 - Present
Weaver LLP September 2008 - October 2012
iBud 2003 - 2008
PKF June 1989 - May 1992
BDO Seidman 1982 - 1985
Skills
Tax, International Tax, Corporate Tax, Income Tax, CPA, Tax Accounting, Accounting, Financial Reporting, Tax Preparation, Tax Returns, GAAP, Financial Accounting, Estate Planning, Corporate Law, Tax Law, Estate Tax Planning, Forensic Accounting, Strategic Financial..., Internal Controls, Financial Analysis, Bookkeeping, QuickBooks, Mergers, Due Diligence, Tax Advisory, Internal Audit, High Net Worth..., Assurance, US Tax, VAT, Transfer Pricing, Corporate Finance, Sales Tax, Small Business, Financial Modeling, Expatriate Management, Financial Structuring, Forecasting, Mergers & Acquisitions, Finance
Education
Texas Tech University School of Law 1977 — 1980
JD, Tax
Texas Tech University 1974 — 1977
BBA Accounting, Accounting
Nolan 1970 — 1974
High School Diploma
Dan Snyder and Associates, Inc October 2012 - Present
Weaver LLP September 2008 - October 2012
iBud 2003 - 2008
PKF June 1989 - May 1992
BDO Seidman 1982 - 1985
Skills
Tax, International Tax, Corporate Tax, Income Tax, CPA, Tax Accounting, Accounting, Financial Reporting, Tax Preparation, Tax Returns, GAAP, Financial Accounting, Estate Planning, Corporate Law, Tax Law, Estate Tax Planning, Forensic Accounting, Strategic Financial..., Internal Controls, Financial Analysis, Bookkeeping, QuickBooks, Mergers, Due Diligence, Tax Advisory, Internal Audit, High Net Worth..., Assurance, US Tax, VAT, Transfer Pricing, Corporate Finance, Sales Tax, Small Business, Financial Modeling, Expatriate Management, Financial Structuring, Forecasting, Mergers & Acquisitions, Finance
Education
Texas Tech University School of Law 1977 — 1980
JD, Tax
Texas Tech University 1974 — 1977
BBA Accounting, Accounting
Nolan 1970 — 1974
High School Diploma
Hayley Bunnell's PKF Experience October 2013 - Present
Job Advanced Staff Accountant at PKF
Industry Accounting
Experience
PKF October 2013 - Present
Old Sandwich Golf Club May 2009 - October 2013
UMass Conference Services August 2012 - May 2013
UMass Conference Services-Summer Conference Housing May 2012 - August 2012
UMass DIning Services- Fletcher's Cafe September 2010 - May 2012
Skills
Capability, Customer Service, Hospitality Management, Hospitality, Microsoft Office, Microsoft Excel, Event Planning, Food & Beverage, PowerPoint, Hospitality Industry, Microsoft Word, Restaurants, Hotels, Social Media, Management, Financial Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2013
BBA and Bachelor's of Science, Accounting and Hospitality and Tourism Management
Duxbury High School 2004 — 2008
PKF October 2013 - Present
Old Sandwich Golf Club May 2009 - October 2013
UMass Conference Services August 2012 - May 2013
UMass Conference Services-Summer Conference Housing May 2012 - August 2012
UMass DIning Services- Fletcher's Cafe September 2010 - May 2012
Skills
Capability, Customer Service, Hospitality Management, Hospitality, Microsoft Office, Microsoft Excel, Event Planning, Food & Beverage, PowerPoint, Hospitality Industry, Microsoft Word, Restaurants, Hotels, Social Media, Management, Financial Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2013
BBA and Bachelor's of Science, Accounting and Hospitality and Tourism Management
Duxbury High School 2004 — 2008
Alice Chu's PKF Experience January 1993 - September 1993
Job
Industry Computer Software
Experience
NRG Energy August 2015 - Present
Thomson Reuters April 2013 - August 2015
Intuit May 2010 - April 2013
Intuit August 2009 - May 2010
Intuit September 2007 - August 2009
Intuit April 2005 - September 2007
Intuit June 1999 - June 2002
Intuit June 1996 - June 1999
Werlein & Harris, P.C. September 1993 - June 1996
PKF January 1993 - September 1993
Skills
Process Improvement, Cross-functional Team..., Tax Preparation, Accounting, Business Process..., Customer Experience, Tax, Quality Assurance, Sarbanes-Oxley Act, Analysis, Project Management, SaaS, Agile Project Management, Call Centers, Change Management, Program Management, CRM, Forecasting, Start-ups, Operational Excellence, Business Process, Vendor Management
Education
Jones Graduate School of Business, Rice University
Masters
Rice University
Bachelor of Arts
NRG Energy August 2015 - Present
Thomson Reuters April 2013 - August 2015
Intuit May 2010 - April 2013
Intuit August 2009 - May 2010
Intuit September 2007 - August 2009
Intuit April 2005 - September 2007
Intuit June 1999 - June 2002
Intuit June 1996 - June 1999
Werlein & Harris, P.C. September 1993 - June 1996
PKF January 1993 - September 1993
Skills
Process Improvement, Cross-functional Team..., Tax Preparation, Accounting, Business Process..., Customer Experience, Tax, Quality Assurance, Sarbanes-Oxley Act, Analysis, Project Management, SaaS, Agile Project Management, Call Centers, Change Management, Program Management, CRM, Forecasting, Start-ups, Operational Excellence, Business Process, Vendor Management
Education
Jones Graduate School of Business, Rice University
Masters
Rice University
Bachelor of Arts
Al Sheybani's PKF Experience January 2005 - July 2007
Job Finance Director at Psyop, Inc.
Industry Entertainment
Experience
Psyop February 2012 - Present
SDI Media Group 2010 - 2012
Elektrofilm 2007 - April 2010
PKF January 2005 - July 2007
Activision 2000 - 2001
Disney Consumer Products 1998 - 1999
Skills
Accounting, GAAP, Auditing, Financial Reporting, SEC filings, Forecasting, US GAAP, Sarbanes-Oxley Act, Due Diligence, SEC Filings
Education
California State University-Northridge
Bachelor of Applied Science (BASc), Accounting
Psyop February 2012 - Present
SDI Media Group 2010 - 2012
Elektrofilm 2007 - April 2010
PKF January 2005 - July 2007
Activision 2000 - 2001
Disney Consumer Products 1998 - 1999
Skills
Accounting, GAAP, Auditing, Financial Reporting, SEC filings, Forecasting, US GAAP, Sarbanes-Oxley Act, Due Diligence, SEC Filings
Education
California State University-Northridge
Bachelor of Applied Science (BASc), Accounting
Art Aaronson's PKF Experience 1982 - 1985
Job Portfolio Manager at GEAM
Industry Investment Management
Experience
GE Asset Management, Inc., Stamford, CT 2002 - Present
Princeton Insurance Company 1991 - 2001
PKF 1982 - 1985
PKF 1982 - 1985
Skills
Asset Managment, Portfolio Management, Fixed Income, Investments, Asset Management, Risk Management, Financial Modeling, CRM, Equities, Strategic Financial..., Bloomberg, Valuation
Education
Clarkson University 1978 — 1982
Bachelor's degree, Accounting and Law
GE Asset Management, Inc., Stamford, CT 2002 - Present
Princeton Insurance Company 1991 - 2001
PKF 1982 - 1985
PKF 1982 - 1985
Skills
Asset Managment, Portfolio Management, Fixed Income, Investments, Asset Management, Risk Management, Financial Modeling, CRM, Equities, Strategic Financial..., Bloomberg, Valuation
Education
Clarkson University 1978 — 1982
Bachelor's degree, Accounting and Law
Josh Ramirez, CPA's PKF Experience December 2006 - April 2007
Job Manager at AKT LLP
Industry Accounting
Experience
AKT LLP, CPAs and Business Consultants July 2009 - Present
AKT LLP, CPAs and Business Consultants June 2007 - June 2009
PKF December 2006 - April 2007
Education
San Diego State University-California State University 2004 — 2009
Bachelor of Science in Business Administration, Accounting
AKT LLP, CPAs and Business Consultants July 2009 - Present
AKT LLP, CPAs and Business Consultants June 2007 - June 2009
PKF December 2006 - April 2007
Education
San Diego State University-California State University 2004 — 2009
Bachelor of Science in Business Administration, Accounting
Mary-Ann Peters's PKF Experience August 2007 - July 2013
Job at Kratos Defense & Security Solutions, Inc.
Industry Accounting
Experience
Kratos Defense and Security Solutions April 2014 - Present
Kratos Defense and Security Solutions July 2013 - April 2014
PKF August 2007 - July 2013
Deloitte September 2005 - August 2007
UCR Accounting Society 2005 - 2005
Skills
US GAAP, Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, Budgets, Sarbanes-Oxley, CPA, Fixed Assets, IFRS, Account Reconciliation, Revenue Recognition, Internal Audit, Accounting, Financial Statements, SEC filings, External Audit, Financial Accounting, General Ledger, Consolidation, GAAP, Big 4, Assurance, Managerial Finance, Financial Analysis, Financial Audits, Income Tax, Corporate Tax, Tax Accounting, Tax, Cash Flow, SEC Filings
Education
University of California, Riverside 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Scripps Ranch High School 1997 — 2001
Kratos Defense and Security Solutions April 2014 - Present
Kratos Defense and Security Solutions July 2013 - April 2014
PKF August 2007 - July 2013
Deloitte September 2005 - August 2007
UCR Accounting Society 2005 - 2005
Skills
US GAAP, Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, Budgets, Sarbanes-Oxley, CPA, Fixed Assets, IFRS, Account Reconciliation, Revenue Recognition, Internal Audit, Accounting, Financial Statements, SEC filings, External Audit, Financial Accounting, General Ledger, Consolidation, GAAP, Big 4, Assurance, Managerial Finance, Financial Analysis, Financial Audits, Income Tax, Corporate Tax, Tax Accounting, Tax, Cash Flow, SEC Filings
Education
University of California, Riverside 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Scripps Ranch High School 1997 — 2001
Jillian Gardner, CPA's PKF Experience November 2009 - October 2013
Job Assistant Controller
Industry Accounting
Experience
Kratos Public Safety & Security Solutions, Inc. April 2015 - Present
Kratos Defense and Security Solutions March 2014 - April 2015
Kratos Defense and Security Solutions November 2013 - March 2014
PKF November 2009 - October 2013
PKF June 2007 - November 2009
City of Poway June 2002 - June 2006
Skills
Accounting, Audit, Auditing, Financial Reporting, GAAP, Financial Accounting, US GAAP, Internal Controls, CPA, Budgets, SEC filings, Revenue Recognition, Financial Statements, General Ledger, Fixed Assets, QuickBooks, Accounts Payable, Financial Analysis, Accounts Receivable, External Audit, Assurance, Financial Audits, Consolidation, Variance Analysis, Journal Entries, Bookkeeping, Accruals, Preparation, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Account Reconciliation, COSO, Microsoft Excel, Microsoft Office
Education
California State University-San Marcos - College of Business Administration 2006 — 2007
Bachelor of Science, Business Administration: Accounting
Kratos Public Safety & Security Solutions, Inc. April 2015 - Present
Kratos Defense and Security Solutions March 2014 - April 2015
Kratos Defense and Security Solutions November 2013 - March 2014
PKF November 2009 - October 2013
PKF June 2007 - November 2009
City of Poway June 2002 - June 2006
Skills
Accounting, Audit, Auditing, Financial Reporting, GAAP, Financial Accounting, US GAAP, Internal Controls, CPA, Budgets, SEC filings, Revenue Recognition, Financial Statements, General Ledger, Fixed Assets, QuickBooks, Accounts Payable, Financial Analysis, Accounts Receivable, External Audit, Assurance, Financial Audits, Consolidation, Variance Analysis, Journal Entries, Bookkeeping, Accruals, Preparation, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, Account Reconciliation, COSO, Microsoft Excel, Microsoft Office
Education
California State University-San Marcos - College of Business Administration 2006 — 2007
Bachelor of Science, Business Administration: Accounting
Charles DiBartolo, CPA's PKF Experience January 2002 - October 2003
Job Assistant Controller at Monroe College
Industry Financial Services
Experience
Monroe College November 2012 - Present
Atlas Air June 2009 - October 2012
Strategic Value Partners November 2006 - December 2008
Ernst & Young October 2003 - November 2006
PKF January 2002 - October 2003
Skills
Sarbanes-Oxley Act, US GAAP, Accounting, Financial Reporting, Fund Accounting, Financial Accounting, General Ledger, GAAP, Internal Controls
Education
Iona College 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Monroe College November 2012 - Present
Atlas Air June 2009 - October 2012
Strategic Value Partners November 2006 - December 2008
Ernst & Young October 2003 - November 2006
PKF January 2002 - October 2003
Skills
Sarbanes-Oxley Act, US GAAP, Accounting, Financial Reporting, Fund Accounting, Financial Accounting, General Ledger, GAAP, Internal Controls
Education
Iona College 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Callie Ullman's PKF Experience 2003 - 2004
Job Senior Auditor, Office of Chief Auditor at San Diego County Regional Airport Authority
Industry Accounting
Experience
San Diego County Regional Airport Authority July 2010 - Present
McGladrey & Pullen November 2004 - July 2010
PKF 2003 - 2004
Princeton University 1984 - 1986
WR Grace 1983 - 1984
Ralston Purina 1980 - 1983
Skills
Internal Controls, CPA, Auditing, Internal Audit, Sarbanes-Oxley Act, GAAP, Accounting, Financial Accounting, Financial Reporting, Corporate Tax, Financial Analysis, General Ledger, US GAAP, SEC filings, Revenue Recognition, Financial Statements, Forecasting, Account Reconciliation, Construction Auditing, Local Government, Federal Government
Education
Southeast Missouri State University 1974 — 1977
BS/BA, Accounting, Music
San Diego County Regional Airport Authority July 2010 - Present
McGladrey & Pullen November 2004 - July 2010
PKF 2003 - 2004
Princeton University 1984 - 1986
WR Grace 1983 - 1984
Ralston Purina 1980 - 1983
Skills
Internal Controls, CPA, Auditing, Internal Audit, Sarbanes-Oxley Act, GAAP, Accounting, Financial Accounting, Financial Reporting, Corporate Tax, Financial Analysis, General Ledger, US GAAP, SEC filings, Revenue Recognition, Financial Statements, Forecasting, Account Reconciliation, Construction Auditing, Local Government, Federal Government
Education
Southeast Missouri State University 1974 — 1977
BS/BA, Accounting, Music
Christopher Uday Gomes's PKF Experience March 2005 - June 2008
Job Vice President Investments at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap October 2008 - Present
PKF March 2005 - June 2008
Royal Caribbean International February 2000 - December 2003
Oberoi Hotels & Resorts October 1997 - January 2000
Skills
Valuation, Asset Managment, Corporate Finance, Real Estate, Mergers, Real Estate Development, Contract Negotiation, Strategy, Hospitality, Hotels, Management, Analysis, Investment Sales, Project Management, Asset Management, Mergers & Acquisitions, Portfolio Management, Feasibility Studies, Strategic Financial..., Business Development, Leadership, Due Diligence, Loans, Location Intelligence, Real Estate Economics, Disposition, Brokerage, Property Management, Commercial Real Estate, Market Analysis, Investments, Acquisitions
Education
S.P. Jain Center of Management 2004 — 2005
MBA, Hospitality Administration/Management
Mangalore University 1994 — 1997
Bachelor, Hospitality Management
Marcus & Millichap October 2008 - Present
PKF March 2005 - June 2008
Royal Caribbean International February 2000 - December 2003
Oberoi Hotels & Resorts October 1997 - January 2000
Skills
Valuation, Asset Managment, Corporate Finance, Real Estate, Mergers, Real Estate Development, Contract Negotiation, Strategy, Hospitality, Hotels, Management, Analysis, Investment Sales, Project Management, Asset Management, Mergers & Acquisitions, Portfolio Management, Feasibility Studies, Strategic Financial..., Business Development, Leadership, Due Diligence, Loans, Location Intelligence, Real Estate Economics, Disposition, Brokerage, Property Management, Commercial Real Estate, Market Analysis, Investments, Acquisitions
Education
S.P. Jain Center of Management 2004 — 2005
MBA, Hospitality Administration/Management
Mangalore University 1994 — 1997
Bachelor, Hospitality Management
Dan Sharon's PKF Experience November 1996 - June 1998
Job Director of Financial Aid at Monroe College
Industry Education Management
Experience
Monroe College July 2006 - Present
Dan Sharon, CPA January 1992 - Present
George Little Management August 2002 - May 2006
Goldstein Golub Kessler 1999 - 2002
Margolin, Winer & Evens LLP September 1998 - October 1999
PKF November 1996 - June 1998
Skills
Student Financial Aid, Admissions, Higher Education, Public Speaking, Staff Development, Teaching, PowerPoint, Research, Program Development, Resume Writing, Career Counseling, Access, Fundraising, Leadership, Financial Analysis
Education
University at Albany, SUNY 1992 — 1996
Bronx HS of Science 1988 — 1992
Monroe College July 2006 - Present
Dan Sharon, CPA January 1992 - Present
George Little Management August 2002 - May 2006
Goldstein Golub Kessler 1999 - 2002
Margolin, Winer & Evens LLP September 1998 - October 1999
PKF November 1996 - June 1998
Skills
Student Financial Aid, Admissions, Higher Education, Public Speaking, Staff Development, Teaching, PowerPoint, Research, Program Development, Resume Writing, Career Counseling, Access, Fundraising, Leadership, Financial Analysis
Education
University at Albany, SUNY 1992 — 1996
Bronx HS of Science 1988 — 1992
Darren Hofstra, CPA's PKF Experience September 2008 - November 2009
Job Director of Accounting at Welk Resort Group
Industry Accounting
Experience
Welk Resort Group August 2014 - Present
Squar Milner Peterson, et al, LLP December 2009 - August 2014
PKF September 2008 - November 2009
CBIZ January 2006 - August 2008
Skills
CPA, Tax, Accounting, US GAAP, Financial Reporting, Tax Accounting, Tax Preparation, Income Tax, Financial Accounting, QuickBooks, General Ledger, Financial Analysis, Tax Returns, Corporate Tax, Partnership Taxation
Education
University of Arizona 2001 — 2005
BS, MA, Accounting
Welk Resort Group August 2014 - Present
Squar Milner Peterson, et al, LLP December 2009 - August 2014
PKF September 2008 - November 2009
CBIZ January 2006 - August 2008
Skills
CPA, Tax, Accounting, US GAAP, Financial Reporting, Tax Accounting, Tax Preparation, Income Tax, Financial Accounting, QuickBooks, General Ledger, Financial Analysis, Tax Returns, Corporate Tax, Partnership Taxation
Education
University of Arizona 2001 — 2005
BS, MA, Accounting
Victoria Lieu's PKF Experience June 2006 - Present
Job Auditor at PKF
Industry Accounting
Experience
PKF June 2006 - Present
Skills
Financial Reporting, Assurance, SEC Filings, US GAAP, Internal Controls, Financial Statements, Financial Accounting, Auditing, GAAP, SEC filings, Accounting, Financial Audits, Tax, Accounts Receivable, Management, Accounts Payable, External Audit, Revenue Recognition, Sarbanes-Oxley Act
Education
San Diego State University-California State University 2004 — 2006
Bachelors of Science, Business Administration, Accounting
PKF June 2006 - Present
Skills
Financial Reporting, Assurance, SEC Filings, US GAAP, Internal Controls, Financial Statements, Financial Accounting, Auditing, GAAP, SEC filings, Accounting, Financial Audits, Tax, Accounts Receivable, Management, Accounts Payable, External Audit, Revenue Recognition, Sarbanes-Oxley Act
Education
San Diego State University-California State University 2004 — 2006
Bachelors of Science, Business Administration, Accounting
Dianna White's PKF Experience March 2009 - April 2010
Job Director, Finance at Sharp HealthCare
Industry Accounting
Experience
Sharp HealthCare April 2010 - Present
PKF March 2009 - April 2010
Deloitte January 2001 - January 2009
Stoughton Davidson Accountancy Corp. December 1999 - December 2000
Skills
Auditing, Sarbanes-Oxley Act, Finance, Financial Reporting, GAAP, Internal Controls
Education
California State University-Bakersfield 1996 — 1999
BS, Business Administration, Accounting
Sharp HealthCare April 2010 - Present
PKF March 2009 - April 2010
Deloitte January 2001 - January 2009
Stoughton Davidson Accountancy Corp. December 1999 - December 2000
Skills
Auditing, Sarbanes-Oxley Act, Finance, Financial Reporting, GAAP, Internal Controls
Education
California State University-Bakersfield 1996 — 1999
BS, Business Administration, Accounting
Ida Kim, CPA's PKF Experience February 2001 - July 2008
Job Skechers Internal AuditFinancial Reporting
Industry Wholesale
Experience
Skechers December 2013 - Present
Rothstein Kass (acquired by KPMG) July 2008 - May 2013
PKF February 2001 - July 2008
Corso Vocational Counseling June 1996 - February 2001
California Federal Bank May 1992 - June 1996
Skills
US GAAP, GAAP, Auditing, Internal Controls, SEC, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, SEC Financial Reporting, SEC Filings, Accounting, Financial Accounting, Finance, CPA
Education
University of California, Los Angeles 1992 — 1999
Bachelor of Science (BS), Psychobiology
North High
Skechers December 2013 - Present
Rothstein Kass (acquired by KPMG) July 2008 - May 2013
PKF February 2001 - July 2008
Corso Vocational Counseling June 1996 - February 2001
California Federal Bank May 1992 - June 1996
Skills
US GAAP, GAAP, Auditing, Internal Controls, SEC, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, SEC Financial Reporting, SEC Filings, Accounting, Financial Accounting, Finance, CPA
Education
University of California, Los Angeles 1992 — 1999
Bachelor of Science (BS), Psychobiology
North High
Mohammad A. Millwala, CCRP, MBA, CPA's PKF Experience 1999 - 2003
Job CEO at DM Clinical Research
Industry Pharmaceuticals
Experience
DM Clinical Research May 2006 - Present
DM Clinical Research 2006 - Present
Dyna Care Home Health January 2006 - May 2007
Dyna Care Home Health 2003 - 2005
PKF 1999 - 2003
Skills
Pharmaceutical Industry, Strategy, Healthcare, Clinical Trials, Clinical Research, Business Development, Business Strategy, Strategic Planning, CTMS, Regulatory Affairs, Medicine, Research, New Business Development, Entrepreneurship
Education
Northeastern Illinois University 1995 — 1998
MBA, Management and Accounting
Greenwich University
St Pauls English High School
DM Clinical Research May 2006 - Present
DM Clinical Research 2006 - Present
Dyna Care Home Health January 2006 - May 2007
Dyna Care Home Health 2003 - 2005
PKF 1999 - 2003
Skills
Pharmaceutical Industry, Strategy, Healthcare, Clinical Trials, Clinical Research, Business Development, Business Strategy, Strategic Planning, CTMS, Regulatory Affairs, Medicine, Research, New Business Development, Entrepreneurship
Education
Northeastern Illinois University 1995 — 1998
MBA, Management and Accounting
Greenwich University
St Pauls English High School
Gregory Pierce's PKF Experience September 1984 - May 1987
Job EVP, CFO/CAO at Atlanta Convention & Visitors Bureau
Industry Hospitality
Experience
Atlanta Convention & Visitors Bureau September 1987 - Present
PKF September 1984 - May 1987
Skills
Hospitality, Hotels, Meeting Planning, Hospitality Industry, Event Management, Revenue Analysis
Education
Emory University - Goizueta Business School 1980 — 1984
BBA, Accounting
Atlanta Convention & Visitors Bureau September 1987 - Present
PKF September 1984 - May 1987
Skills
Hospitality, Hotels, Meeting Planning, Hospitality Industry, Event Management, Revenue Analysis
Education
Emory University - Goizueta Business School 1980 — 1984
BBA, Accounting
Sabrina Pan's PKF Experience January 2006 - May 2008
Job Senior Accountant
Industry Accounting
Experience
Boingo Wireless March 2011 - Present
L-3 Communications January 2009 - March 2011
PKF January 2006 - May 2008
Skills
Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Consolidation, Internal Controls, Fixed Assets, Budgets, Financial Statements, Finance, Due Diligence, Hyperion Enterprise
Education
University of Southern California 2003 — 2005
BS, Accounting
El Camino College 2001 — 2003
AS, Business
West High School 1998 — 2001
Boingo Wireless March 2011 - Present
L-3 Communications January 2009 - March 2011
PKF January 2006 - May 2008
Skills
Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Consolidation, Internal Controls, Fixed Assets, Budgets, Financial Statements, Finance, Due Diligence, Hyperion Enterprise
Education
University of Southern California 2003 — 2005
BS, Accounting
El Camino College 2001 — 2003
AS, Business
West High School 1998 — 2001
Elisabeth Lazuardi's PKF Experience 2000 - Present
Job Senior Auditor at Metrolink
Industry Accounting
Experience
Metrolink November 2013 - Present
PKF 2000 - Present
Skills
Internal Controls, Financial Statements, Auditing, Accounting
Education
UC Berkeley
Bachelor of Arts (B.A.), Applied Mathematics
University of Southern California - Marshall School of Business
MAcc, Accounting
Metrolink November 2013 - Present
PKF 2000 - Present
Skills
Internal Controls, Financial Statements, Auditing, Accounting
Education
UC Berkeley
Bachelor of Arts (B.A.), Applied Mathematics
University of Southern California - Marshall School of Business
MAcc, Accounting
Anupama Vadlani's PKF Experience July 2001 - April 2003
Job Director Service Delivery at i95Dev.com
Industry Computer Software
Experience
i95Dev August 2015 - Present
i95Dev February 2014 - Present
Rand Group February 2007 - February 2014
Kansas State University March 2003 - March 2005
PKF July 2001 - April 2003
Skills
Access, SQL, Analysis, Accounting, Internal Controls, Data Analysis, PeopleSoft, ERP, IT Audit, Sarbanes-Oxley Act, CISA, Auditing, SAS, Visio, Internal Audit, Oracle, Microsoft Dynamics NAV, Microsoft Dynamics AX, Magento, Project Management, Integration, Management, Business Analysis, Navision, Microsoft SQL Server, Business Intelligence, Business Process, Microsoft Dynamics GP
Education
Texas A & M 2000 — 2001
M.S, Accounting and Information Systems
Texas A&M University - Mays Business School 1999 — 2001
ms, accounting
i95Dev August 2015 - Present
i95Dev February 2014 - Present
Rand Group February 2007 - February 2014
Kansas State University March 2003 - March 2005
PKF July 2001 - April 2003
Skills
Access, SQL, Analysis, Accounting, Internal Controls, Data Analysis, PeopleSoft, ERP, IT Audit, Sarbanes-Oxley Act, CISA, Auditing, SAS, Visio, Internal Audit, Oracle, Microsoft Dynamics NAV, Microsoft Dynamics AX, Magento, Project Management, Integration, Management, Business Analysis, Navision, Microsoft SQL Server, Business Intelligence, Business Process, Microsoft Dynamics GP
Education
Texas A & M 2000 — 2001
M.S, Accounting and Information Systems
Texas A&M University - Mays Business School 1999 — 2001
ms, accounting
Lynne Roberts's PKF Experience 1987 - 1989
Job SVP Development at Aimbridge Hospitality
Industry Hospitality
Experience
Aimbridge Hospitality 2004 - Present
Wyndham International 1992 - 2002
ITT Sheraton 1989 - 1992
PKF 1987 - 1989
Education
Michigan State University
BA & Valedictorian of HRIM School
Aimbridge Hospitality 2004 - Present
Wyndham International 1992 - 2002
ITT Sheraton 1989 - 1992
PKF 1987 - 1989
Education
Michigan State University
BA & Valedictorian of HRIM School
Grant Adamson's PKF Experience June 1981 - July 1985
Job Senior Counsel at Phillips 66
Industry Oil & Energy
Experience
Phillips 66 April 2012 - Present
Temple-Inland Inc. August 1991 - February 2012
Jackson Walker LLP June 1988 - July 1991
PKF June 1981 - July 1985
Skills
Corporate Governance, Corporate Finance, Mergers, Securities, Corporate Law
Education
Southern Methodist University Dedman School of Law 1985 — 1988
JD, Law
Texas Tech University 1977 — 1981
BBA, Accounting
Grand Saline High School 1973 — 1977
Phillips 66 April 2012 - Present
Temple-Inland Inc. August 1991 - February 2012
Jackson Walker LLP June 1988 - July 1991
PKF June 1981 - July 1985
Skills
Corporate Governance, Corporate Finance, Mergers, Securities, Corporate Law
Education
Southern Methodist University Dedman School of Law 1985 — 1988
JD, Law
Texas Tech University 1977 — 1981
BBA, Accounting
Grand Saline High School 1973 — 1977
Tiantian Tang's PKF Experience February 2012 - December 2012
Job Accounting Analyst
Industry Financial Services
Experience
UPS Asia Group Pte Ltd January 2013 - April 2014
PKF February 2012 - December 2012
James Lakeland Ltd March 2010 - May 2010
PHILLIPS KOBBS AND CO UK LTD September 2009 - February 2010
Skills
Financial Reporting, Auditing, Accounting, Analysis, Financial Analysis, Data Analysis, Internal Controls, Account Reconciliation, Tax, Microsoft Office, General Ledger, Microsoft Excel, Accounts Payable, Forecasting, Internal Audit, Accounts Receivable, Excel, Cost, Reconciliation, Microsoft Word, PowerPoint, Time Management, Teamwork, Mandarin, Cost Accounting, Variance Analysis, Budgeting, Bookkeeping, Journal Entries, Financial Accounting, Financial Statements, Customer Service, Customer Relations, GAAP, SOX 404, IFRS, Payroll, Leadership, Outlook, Invoicing
Education
London College of Accountancy 2008 — 2011
Bachelor’s Degree, Accounting and Finance, Oxford Brookes University BSc (Hons)
Practical Training in Accountancy & Payroll Ltd, London 2008 — 2008
Training, Financial Accounting, Computerized Accounting, Spreadsheet, Incomplete Records
Kaplan University 2006 — 2008
Certified Accounting Technician (CAT), Certified Accounting Technician (CAT), Accounting
UPS Asia Group Pte Ltd January 2013 - April 2014
PKF February 2012 - December 2012
James Lakeland Ltd March 2010 - May 2010
PHILLIPS KOBBS AND CO UK LTD September 2009 - February 2010
Skills
Financial Reporting, Auditing, Accounting, Analysis, Financial Analysis, Data Analysis, Internal Controls, Account Reconciliation, Tax, Microsoft Office, General Ledger, Microsoft Excel, Accounts Payable, Forecasting, Internal Audit, Accounts Receivable, Excel, Cost, Reconciliation, Microsoft Word, PowerPoint, Time Management, Teamwork, Mandarin, Cost Accounting, Variance Analysis, Budgeting, Bookkeeping, Journal Entries, Financial Accounting, Financial Statements, Customer Service, Customer Relations, GAAP, SOX 404, IFRS, Payroll, Leadership, Outlook, Invoicing
Education
London College of Accountancy 2008 — 2011
Bachelor’s Degree, Accounting and Finance, Oxford Brookes University BSc (Hons)
Practical Training in Accountancy & Payroll Ltd, London 2008 — 2008
Training, Financial Accounting, Computerized Accounting, Spreadsheet, Incomplete Records
Kaplan University 2006 — 2008
Certified Accounting Technician (CAT), Certified Accounting Technician (CAT), Accounting
Jeremy Goodwin's PKF Experience September 2005 - November 2007
Job Finance Senior Manager Philips Diagnostic Imaging
Industry Accounting
Experience
Philips February 2009 - Present
McGladrey & Pullen November 2007 - July 2008
PKF September 2005 - November 2007
Nardella & Taylor November 2004 - July 2005
Defense Contract Audit Agency August 1999 - May 2004
Skills
SAP, Cost Accounting, Internal Controls, US GAAP, GAAP, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Accounting, External Audit, IFRS, Internal Audit, Data Analysis, General Ledger, Variance Analysis, Hyperion Enterprise
Education
University of Massachusetts at Lowell 2011 — 2013
Master of Business Administration (M.B.A.)
Southern Nazarene University 1995 — 1999
BS, Accounting
Philips February 2009 - Present
McGladrey & Pullen November 2007 - July 2008
PKF September 2005 - November 2007
Nardella & Taylor November 2004 - July 2005
Defense Contract Audit Agency August 1999 - May 2004
Skills
SAP, Cost Accounting, Internal Controls, US GAAP, GAAP, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Accounting, External Audit, IFRS, Internal Audit, Data Analysis, General Ledger, Variance Analysis, Hyperion Enterprise
Education
University of Massachusetts at Lowell 2011 — 2013
Master of Business Administration (M.B.A.)
Southern Nazarene University 1995 — 1999
BS, Accounting
Kathleen Grace's PKF Experience 2009 - 2010
Job Owner Grace Consulting Services
Industry Management Consulting
Experience
Grace Consulting Services 2004 - Present
Crowe Chizek & Company LLC 1997 - Present
Bayer 2000 - 2013
MTS Allstream 2004 - 2012
Boost For Kids Foundation 2010 - 2011
RIM 2009 - 2010
PKF 2009 - 2010
MNP 2003 - 2009
Crowe Horwath LLP 1997 - 2009
1st Source Bank 2007 - 2008
Skills
Leadership Development, Executive Coaching, Executive Assessment, Coaching, Succession Planning, Due Diligence, Executive Positions, Performance Management, Mergers & Acquisitions, Strategy, Change Management, Leadership, Talent Management, Employee Engagement, Organizational..., 360 Feedback, Organizational Design, Organizational..., Management Consulting, Workshop Facilitation, Business Coaching, Culture Change, Career Development, Performance Improvement, Business Strategy, Consulting, Workforce Planning, Personnel Management, Executive Development, Onboarding, Management, HR Consulting, Human Resources, Training Delivery, Emotional Intelligence, Psychometrics, Management Development, Organizational Learning, Training, Employee Training
Education
University of Guelph 1993 — 1995
MA; PhD (ABD), Industrial & Organizational Psychology
Queen's University 1989 — 1993
BA Hons, Psychology
Grace Consulting Services 2004 - Present
Crowe Chizek & Company LLC 1997 - Present
Bayer 2000 - 2013
MTS Allstream 2004 - 2012
Boost For Kids Foundation 2010 - 2011
RIM 2009 - 2010
PKF 2009 - 2010
MNP 2003 - 2009
Crowe Horwath LLP 1997 - 2009
1st Source Bank 2007 - 2008
Skills
Leadership Development, Executive Coaching, Executive Assessment, Coaching, Succession Planning, Due Diligence, Executive Positions, Performance Management, Mergers & Acquisitions, Strategy, Change Management, Leadership, Talent Management, Employee Engagement, Organizational..., 360 Feedback, Organizational Design, Organizational..., Management Consulting, Workshop Facilitation, Business Coaching, Culture Change, Career Development, Performance Improvement, Business Strategy, Consulting, Workforce Planning, Personnel Management, Executive Development, Onboarding, Management, HR Consulting, Human Resources, Training Delivery, Emotional Intelligence, Psychometrics, Management Development, Organizational Learning, Training, Employee Training
Education
University of Guelph 1993 — 1995
MA; PhD (ABD), Industrial & Organizational Psychology
Queen's University 1989 — 1993
BA Hons, Psychology
Skyler Faulkner, CPA's PKF Experience June 2006 - June 2013
Job Tax Manager at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
Ernst & Young June 2013 - September 2014
PKF June 2006 - June 2013
Skills
Accounting, GAAP, Tax Advisory, Financial Reporting, US GAAP
Education
San Diego State University-California State University 2001 — 2006
Bachelors, Accounting
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
Ernst & Young June 2013 - September 2014
PKF June 2006 - June 2013
Skills
Accounting, GAAP, Tax Advisory, Financial Reporting, US GAAP
Education
San Diego State University-California State University 2001 — 2006
Bachelors, Accounting
Howard Glastonbury's PKF Experience 1991 - 1995
Job Head of Global Shared Services & Latin America Regional Controller at Kodak Alaris
Industry Business Supplies and Equipment
Experience
Kodak Alaris July 2013 - Present
Superior Plus Energy Services April 2013 - July 2013
Level 3 Communications July 2009 - February 2013
Global Crossing September 2006 - July 2009
Global Crossing August 2001 - September 2006
Thomson Financial 2000 - 2001
Thomson Financial 1999 - 2000
Thomson Financial 1998 - 1999
Thomson Financial 1996 - 1998
PKF 1991 - 1995
Skills
Accounting, SAP, Financial Analysis, Hyperion Enterprise, Forecasting, Finance, Sarbanes-Oxley Act, Mergers, Mergers & Acquisitions, Shared Services, Process Improvement, Internal Controls, Variance Analysis, US GAAP, Auditing, PeopleSoft, People Skills, Business Process..., Management, Internal Audit, GAAP, Consolidation, Sarbanes-Oxley, Budgets, Business Planning, Analysis, Integration, Accounts Payable, Cross-functional Team..., ERP, Due Diligence, Cash Management, Start-ups, Cash Flow, Payroll, Executive Management, Managerial Finance, Leadership, Cash Flow Forecasting, Financial Reporting, Tax, Financial Forecasting, SEC filings, Strategic Financial..., Financial Modeling, Revenue Recognition, Fixed Assets, Essbase, Acquisition Integration, Leadership Development
Education
The University of Reading
Bachelor of Arts (B.A.), Economics & Accounting, Upper Second Class with Honors
Institute of Chartered Accountants in England and Wales
Associate Chartered Accountant
Kodak Alaris July 2013 - Present
Superior Plus Energy Services April 2013 - July 2013
Level 3 Communications July 2009 - February 2013
Global Crossing September 2006 - July 2009
Global Crossing August 2001 - September 2006
Thomson Financial 2000 - 2001
Thomson Financial 1999 - 2000
Thomson Financial 1998 - 1999
Thomson Financial 1996 - 1998
PKF 1991 - 1995
Skills
Accounting, SAP, Financial Analysis, Hyperion Enterprise, Forecasting, Finance, Sarbanes-Oxley Act, Mergers, Mergers & Acquisitions, Shared Services, Process Improvement, Internal Controls, Variance Analysis, US GAAP, Auditing, PeopleSoft, People Skills, Business Process..., Management, Internal Audit, GAAP, Consolidation, Sarbanes-Oxley, Budgets, Business Planning, Analysis, Integration, Accounts Payable, Cross-functional Team..., ERP, Due Diligence, Cash Management, Start-ups, Cash Flow, Payroll, Executive Management, Managerial Finance, Leadership, Cash Flow Forecasting, Financial Reporting, Tax, Financial Forecasting, SEC filings, Strategic Financial..., Financial Modeling, Revenue Recognition, Fixed Assets, Essbase, Acquisition Integration, Leadership Development
Education
The University of Reading
Bachelor of Arts (B.A.), Economics & Accounting, Upper Second Class with Honors
Institute of Chartered Accountants in England and Wales
Associate Chartered Accountant
Edward (Nick ) Nickles III's PKF Experience December 1979 - December 1988
Job CPA, PKF
Industry Financial Services
Experience
PKF, Boston January 1989 - Present
PKF December 1979 - December 1988
Skills
Auditing, Accounting, GAAP, PCAOB, IFRS, Due Diligence, Mergers, Internal Controls, Forensic Analysis, Tax, Tax Preparation, Corporate Tax, Strategic Financial..., Income Tax, Budgets
Education
University of Kentucky 1974 — 1978
BS, Accounting
PKF, Boston January 1989 - Present
PKF December 1979 - December 1988
Skills
Auditing, Accounting, GAAP, PCAOB, IFRS, Due Diligence, Mergers, Internal Controls, Forensic Analysis, Tax, Tax Preparation, Corporate Tax, Strategic Financial..., Income Tax, Budgets
Education
University of Kentucky 1974 — 1978
BS, Accounting
Amanat Kanji's PKF Experience February 2009 - December 2011
Job Accountant
Industry Accounting
Experience
RSM Ashvir January 2014 - August 2014
RSM Ashvir January 2012 - December 2013
PKF February 2009 - December 2011
Skills
Auditing, Internal Controls, IFRS, Financial Accounting, Financial Reporting, Income Tax, Accounting, Corporate Tax, VAT, Tax Advisory, Managerial Finance, Account Reconciliation, Financial Analysis, General Ledger, Bookkeeping, External Audit, Accounts Payable
Education
University of Strathclyde 2011 — 2014
Masters of Science (M.Sc), Finance
National Board of Accountants and Auditors 2009 — 2009
Certified Public Accountant (C.P.A (TZ)), Accounting
Institute of Finance Management 2005 — 2009
Advanced Diploma in Accountancy (ADA), Accounting
RSM Ashvir January 2014 - August 2014
RSM Ashvir January 2012 - December 2013
PKF February 2009 - December 2011
Skills
Auditing, Internal Controls, IFRS, Financial Accounting, Financial Reporting, Income Tax, Accounting, Corporate Tax, VAT, Tax Advisory, Managerial Finance, Account Reconciliation, Financial Analysis, General Ledger, Bookkeeping, External Audit, Accounts Payable
Education
University of Strathclyde 2011 — 2014
Masters of Science (M.Sc), Finance
National Board of Accountants and Auditors 2009 — 2009
Certified Public Accountant (C.P.A (TZ)), Accounting
Institute of Finance Management 2005 — 2009
Advanced Diploma in Accountancy (ADA), Accounting
Jonathan Zuckerman's PKF Experience January 2008 - July 2012
Job Senior Audit Manager at PKF O'Connor Davies
Industry Accounting
Experience
PKF O'Connor Davies January 2002 - Present
PKF O'Connor Davies A Division of O'Connor Davies LLP 2002 - Present
PKF January 2008 - July 2012
Skills
Auditing, External Audit, IFRS, Assurance, Internal Controls, Financial Reporting, Financial Accounting, Accounting, GAAP, US GAAP
Education
Iona College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
PKF O'Connor Davies January 2002 - Present
PKF O'Connor Davies A Division of O'Connor Davies LLP 2002 - Present
PKF January 2008 - July 2012
Skills
Auditing, External Audit, IFRS, Assurance, Internal Controls, Financial Reporting, Financial Accounting, Accounting, GAAP, US GAAP
Education
Iona College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Camille Roald, CPA's PKF Experience September 2004 - June 2008
Job Audit Manager at Raich Ende Malter & Co., LLP
Industry Accounting
Experience
Raich Ende Malter & Co., LLP July 2011 - Present
Rosen Seymour Shapss Martin & Company LLP July 2008 - July 2011
PKF September 2004 - June 2008
Skills
Financial Reporting, SEC filings, GAAP, Accounting, US GAAP, Financial Analysis, Auditing, Tax Preparation, Tax Returns, Tax Accounting, Financial Accounting, Tax Advisory, Consolidated Financial..., Income Tax, Sarbanes-Oxley, Financial Statements, CPA, Assurance, FASB, External Audit, Internal Controls, Tax Research, Tax, S Corporations, Corporate Tax, Partnership Taxation
Education
Queens College 1998 — 2002
BA, Accounting
Raich Ende Malter & Co., LLP July 2011 - Present
Rosen Seymour Shapss Martin & Company LLP July 2008 - July 2011
PKF September 2004 - June 2008
Skills
Financial Reporting, SEC filings, GAAP, Accounting, US GAAP, Financial Analysis, Auditing, Tax Preparation, Tax Returns, Tax Accounting, Financial Accounting, Tax Advisory, Consolidated Financial..., Income Tax, Sarbanes-Oxley, Financial Statements, CPA, Assurance, FASB, External Audit, Internal Controls, Tax Research, Tax, S Corporations, Corporate Tax, Partnership Taxation
Education
Queens College 1998 — 2002
BA, Accounting
Graeme Reid's PKF Experience November 2004 - October 2007
Job Audit Senior Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young October 2010 - Present
Ernst & Young October 2007 - October 2010
PKF, November 2004 - October 2007
Skills
Auditing, US GAAP, Internal Controls, External Audit, SEC filings, IFRS, GAAP, Financial Reporting, Assurance, Sarbanes-Oxley Act, Accounting, Financial Accounting, CPA, Big 4, Internal Audit, Financial Analysis, Tax, Revenue Recognition, Consolidation, Corporate Tax
Education
Iona College 1998 — 2002
BBA, Accounting
Ernst & Young October 2010 - Present
Ernst & Young October 2007 - October 2010
PKF, November 2004 - October 2007
Skills
Auditing, US GAAP, Internal Controls, External Audit, SEC filings, IFRS, GAAP, Financial Reporting, Assurance, Sarbanes-Oxley Act, Accounting, Financial Accounting, CPA, Big 4, Internal Audit, Financial Analysis, Tax, Revenue Recognition, Consolidation, Corporate Tax
Education
Iona College 1998 — 2002
BBA, Accounting
Josephine Wang, CPA's PKF Experience 2004 - 2008
Job Senior Analyst at Warner Bros. Entertainment Group of Companies
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies September 2008 - Present
PKF 2004 - 2008
Skills
GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Data Analysis, Financial Analysis, Auditing, US GAAP, Internal Controls, Forecasting, Business Process..., Financial Accounting, Finance, Account Reconciliation, Financial Modeling, Process Improvement, General Ledger, Cash Flow, Cash Management
Education
University of California, Santa Barbara
Business Economics with Accounting Emphasis, Accounting
Warner Bros. Entertainment Group of Companies September 2008 - Present
PKF 2004 - 2008
Skills
GAAP, Financial Reporting, Accounting, Sarbanes-Oxley Act, Data Analysis, Financial Analysis, Auditing, US GAAP, Internal Controls, Forecasting, Business Process..., Financial Accounting, Finance, Account Reconciliation, Financial Modeling, Process Improvement, General Ledger, Cash Flow, Cash Management
Education
University of California, Santa Barbara
Business Economics with Accounting Emphasis, Accounting
Natalie Azzam, CPA's PKF Experience December 2010 - August 2011
Job Acctg/Procurement Sys Analyst at SDCOE
Industry Accounting
Experience
San Diego County Office of Education September 2015 - Present
Wilkinson Hadley King & Co. LLP August 2012 - August 2015
PKF December 2010 - August 2011
Aya Healthcare February 2010 - December 2010
Skills
US GAAP, Accounting, GAAP
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science in Accounting, Minor in Spanish
San Diego County Office of Education September 2015 - Present
Wilkinson Hadley King & Co. LLP August 2012 - August 2015
PKF December 2010 - August 2011
Aya Healthcare February 2010 - December 2010
Skills
US GAAP, Accounting, GAAP
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Science in Accounting, Minor in Spanish
Soheil Ghahremani's PKF Experience May 2009 - Present
Job Tax Services at PKF
Industry Accounting
Experience
PKF May 2009 - Present
PKF May 2009 - Present
Deloitte & Touche 2006 - 2009
Education
Kent State University 2002 — 2005
Business & Administration
PKF May 2009 - Present
PKF May 2009 - Present
Deloitte & Touche 2006 - 2009
Education
Kent State University 2002 — 2005
Business & Administration
Matthew Wiewel's PKF Experience November 2013 - Present
Job Audit Senior at PKF
Industry Accounting
Experience
PKF November 2013 - Present
PKF December 2010 - October 2013
Mike Russ Financial Training Centers, Inc October 2005 - December 2010
Education
National University 2008 — 2009
Accounting
Azusa Pacific University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
PKF November 2013 - Present
PKF December 2010 - October 2013
Mike Russ Financial Training Centers, Inc October 2005 - December 2010
Education
National University 2008 — 2009
Accounting
Azusa Pacific University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jennifer Dang, CPA's PKF Experience January 2011 - December 2011
Job Assurance Supervisor at McGladrey
Industry Accounting
Experience
McGladrey LLP January 2012 - Present
PKF January 2011 - December 2011
G2 Lifestyles August 2009 - January 2011
Skills
QuickBooks, Financial Statements, Auditing, Internal Controls, US GAAP, Financial Reporting, Accounting, Financial Accounting, General Ledger, Radio Broadcasting, SEC Financial Reporting, Broadcast Television, Assurance, Financial Audits, Accounts Payable
Education
UCLA Extension 2010 — 2012
Certificate, Accounting
University of California, Los Angeles 2006 — 2010
Bachelors of Science, Mathematics, Economics
McGladrey LLP January 2012 - Present
PKF January 2011 - December 2011
G2 Lifestyles August 2009 - January 2011
Skills
QuickBooks, Financial Statements, Auditing, Internal Controls, US GAAP, Financial Reporting, Accounting, Financial Accounting, General Ledger, Radio Broadcasting, SEC Financial Reporting, Broadcast Television, Assurance, Financial Audits, Accounts Payable
Education
UCLA Extension 2010 — 2012
Certificate, Accounting
University of California, Los Angeles 2006 — 2010
Bachelors of Science, Mathematics, Economics
Hong Wang, CPA's PKF Experience January 2000 - July 2002
Job Sr. Accountant at Mediaocean, LLC.
Industry Computer Software
Experience
Mediaocean (formerly Donovan Data Systems) April 2003 - Present
KPMG October 2002 - April 2003
PKF January 2000 - July 2002
Skills
Microsoft Office, Navision Accounting..., Bilingual-Chinese
Education
Baruch College 1994 — 1998
MBA, Accountancy
Mediaocean (formerly Donovan Data Systems) April 2003 - Present
KPMG October 2002 - April 2003
PKF January 2000 - July 2002
Skills
Microsoft Office, Navision Accounting..., Bilingual-Chinese
Education
Baruch College 1994 — 1998
MBA, Accountancy
James D'Adamo, CPA's PKF Experience December 2009 - December 2010
Job Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US December 2010 - Present
PKF December 2009 - December 2010
Education
Pace University - Lubin School of Business 2004 — 2009
Masters of Business Administration (MBA), Accounting
Monsignor Farrell 2000 — 2004
High School Regents Diploma
KPMG US December 2010 - Present
PKF December 2009 - December 2010
Education
Pace University - Lubin School of Business 2004 — 2009
Masters of Business Administration (MBA), Accounting
Monsignor Farrell 2000 — 2004
High School Regents Diploma
Andrew Mollica's PKF Experience September 2008 - April 2010
Job at
Industry Restaurants
Experience
Northland Investment Corporation April 2014 - Present
Uno Chicago Grill June 2010 - Present
PKF September 2008 - April 2010
Massachusetts State Auditor's Office June 2007 - August 2007
Education
Assumption College 2004 — 2008
Bachelor's degree, Accounting
Northland Investment Corporation April 2014 - Present
Uno Chicago Grill June 2010 - Present
PKF September 2008 - April 2010
Massachusetts State Auditor's Office June 2007 - August 2007
Education
Assumption College 2004 — 2008
Bachelor's degree, Accounting
dobromir risov's PKF Experience December 2009 - Present
Job Senior Audit Associate
Industry Accounting
Experience
PKF December 2009 - Present
Raiffeisenlandesbank Niederösterreich-Wien AG November 2007 - January 2009
Skills
External Audit, IFRS, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Financial Statements, Accounting, Financial Audits
Education
Wirtschaftsuniversität Wien / WU Wien 1999 — 2007
Master's degree, Finance
Université Paris Dauphine 2003 — 2004
Finance
PKF December 2009 - Present
Raiffeisenlandesbank Niederösterreich-Wien AG November 2007 - January 2009
Skills
External Audit, IFRS, Internal Controls, Auditing, Financial Accounting, Financial Reporting, Financial Statements, Accounting, Financial Audits
Education
Wirtschaftsuniversität Wien / WU Wien 1999 — 2007
Master's degree, Finance
Université Paris Dauphine 2003 — 2004
Finance
Nick Geraci's PKF Experience January 2015 - Present
Job Student at San Diego State UniversityCalifornia State University
Industry
Experience
PKF January 2015 - Present
Education
San Diego State University-California State University 2010 — 2015
PKF January 2015 - Present
Education
San Diego State University-California State University 2010 — 2015
javier barcenas's PKF Experience January 2014 - Present
Job
Industry Management Consulting
Experience
PKF January 2014 - Present
EOG MX 2011 - 2013
BDO 2009 - 2011
Education
Universidad de Negocios ISEC 2012 — 2013
Maestria en fiscal
Universidad Nacional Autónoma de México 2000 — 2005
LICENCIADO EN CONTADURIA, MAESTRIA EN IMPUESTOS
PKF January 2014 - Present
EOG MX 2011 - 2013
BDO 2009 - 2011
Education
Universidad de Negocios ISEC 2012 — 2013
Maestria en fiscal
Universidad Nacional Autónoma de México 2000 — 2005
LICENCIADO EN CONTADURIA, MAESTRIA EN IMPUESTOS
Keith Gauger, CPA's PKF Experience 2005 - 2007
Job Audit Supervisor at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP October 2007 - November 2014
PKF 2005 - 2007
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis, QuickBooks, Tax, Financial Accounting, Income Tax, Internal Controls, GAAP
Education
Iona College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP October 2007 - November 2014
PKF 2005 - 2007
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis, QuickBooks, Tax, Financial Accounting, Income Tax, Internal Controls, GAAP
Education
Iona College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Arthur Andersen
BDO USA, LLP
Arthur Andersen LLP
Arthur Andersen & Co.
Moss Adams LLP
BDO Seidman, LLP
Postlethwaite & Netterville
Arthur Anderson