PricewaterhouseCoopers Company
Industry: Company
DescriptionPricewaterhouseCoopers is a multinational professional services network headquartered in London, United Kingdom. PwC ranks as the second largest professional services firm in the world behind Deloitte, and is one of the Big Four auditors, along with Deloitte, EY and KPMG. Revenue: 41.3 billion USD (2018) Headquarters: London, United Kingdom Number of employees: 250,930 (2018) Founded: 1998 Subsidiaries: PricewaterhouseCoopers Private Limited, Strategy&,
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PricewaterhouseCoopers Employees
McKesson December 2011 - Present
Safeway October 2006 - December 2011
Safeway May 2005 - October 2006
AI Executive 2003 - 2005
PricewaterhouseCoopers 1999 - 2001
KPMG 1993 - 1999
Avnet Electronics 1991 - 1993
Deloitte & Touche 1991 - 1991
Skills
Talent Acquisition, Incentive Programs, Executive Pay, Accounting, Tax, Finance, Incentives, Equity Plans, Mergers, Acquisitions, Corporate Governance
Education
University of California, Berkeley, Haas School of Business 2001 — 2003
MBA, General Management
Baylor University - Hankamer School of Business 1989 — 1990
Master, Tax
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Accounting
ClearView Risk Holdings LLC December 2011 - Present
The Urban Cottage August 2010 - Present
PricewaterhouseCoopers September 2006 - December 2011
Maggard Bookkeeping and Tax Services June 2005 - August 2006
Education
Baylor University 2002 — 2006
Bachelor in Business Administration, Accounting
PricewaterhouseCoopers May 2014 - July 2014
IBM January 2012 - March 2012
UBS Securities Co., Ltd July 2009 - August 2009
Skills
Java, R, Data Analysis, Hadoop, SQL, SAS, Testing, Research, Public Speaking, HTML, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel
Education
Carnegie Mellon University 2013 — 2015
Master of Science (MSc), Management Information Systems, General
Beijing University of Post and Telecommunications 2009 — 2013
Bachelor of Management, E-Commerce/Electronic Commerce, Rank 25%, Overall GPA 3.19
Queen Mary, U. of London 2009 — 2013
Bachelor of Science (BSc), E-Commerce/Electronic Commerce
MetLife December 2014 - March 2015
China Central Depository & Clearing Co. LTD July 2014 - August 2014
PricewaterhouseCoopers January 2014 - February 2014
School of Economics and Business Administration (SEBA), Beijing Normal University August 2013 - November 2013
Skills
Microsoft Office, Microsoft Excel, Management, Leadership, Microsoft Word, Strategic Planning, PowerPoint, Project Management, Financial Analysis, Research, Public Speaking, Marketing, Analysis, Team Leadership, Finance
Education
Bentley University 2015 — 2017
Master of Science (MS), Accounting
Beijing Normal University 2011 — 2015
Bachelor's degree, Finance, General, 90.2/100,ranked 5th out of 67
University at Albany, SUNY 2013 — 2013
Spring Semester Exchange Program, Economics, 4.00/4.00
Bridgepoint Consulting, LLC July 2015 - Present
Weatherford September 2014 - June 2015
Accretive Solutions July 2012 - July 2014
Adams Harris, Inc. July 2006 - July 2012
The Siegfried Group June 2004 - September 2006
UHY November 2002 - June 2004
Agar Corporation February 2002 - November 2002
Enron Corporation May 2001 - December 2001
Cynet, Inc. January 2000 - April 2001
PricewaterhouseCoopers September 1995 - January 2000
Skills
Sarbanes-Oxley Act, Mergers & Acquisitions, SEC filings, Internal Audit, Auditing, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley, Executive Management, Mergers, Financial Analysis, CPA, New Business Development, Management, Corporate Finance, Leadership, US GAAP, Risk Assessment, Business Process..., Business Development, GAAP, Managerial Finance, Due Diligence, Acquisition Integration, Practice Management, Risk Management, Acquisitions, Professional Services, Management Consulting, Revenue Recognition, Enterprise Risk..., Divestitures, Team Leadership, Consolidation, Cost Accounting, Consulting, Financial Audits, Financial Modeling, Financial Accounting, CFOs, Forecasting, Human Resources, Cash Flow, Controllership Functions, External Audit, Cash Management, Business Transactions, Change Management, Budgets
Education
Leadership Houston 2002 — 2003
Texas A&M University 1994 — 1995
MS
Texas A&M University 1991 — 1994
BBA
Baylor University 1989 — 1990
Friendswood High School 1985 — 1989
RB Nielsen, CPA February 2008 - Present
RBN Inc. January 2008 - Present
Herc-U-Lift Inc. February 2008 - Present
Herc-U-Lift Inc. February 2003 - February 2008
C. G. Uhlenberg LLP (CGU), CPA's November 2001 - December 2002
PricewaterhouseCoopers September 1999 - June 2001
PwC January 1999 - March 1999
Starkey Hearing Technologies October 1996 - May 1998
Matlack International - A division of Rollins Truck Rental April 1994 - May 1995
US Department of Commerce, Economic Development Administration August 1993 - March 1994
Skills
CPA, Mandarin, Microsoft Excel, Financial Analysis, Process Improvement, Accounting, Auditing, Internal Controls, Financial Reporting, Business Process..., Sarbanes-Oxley Act, Tax, Financial Accounting, Internal Audit, Sarbanes-Oxley, Mergers & Acquisitions, Leadership, QuickBooks, Banking, Team Building
Education
University of Saint Thomas - School of Business 1998 — 1999
MBA, MBA and Full Accounting Degree
Beijing Language and Culture University 1990 — 1994
Chinese Language and Culture, Chinese Language and Culture, Non-Degree Attendance
University of Minnesota-Twin Cities 1985 — 1991
BA, International Relations, Chinese
Wayzata High School
Faith Academy
Telvise Inc. April 2015 - June 2015
Contract Law Enforcement Bureau, LASD March 2015 - March 2015
Youthink Center May 2014 - July 2014
PricewaterhouseCoopers April 2013 - April 2014
Intel Corporation September 2012 - April 2013
Chinese Academy of Social Sciences July 2012 - September 2012
AXA Hong Kong Ltd. Business Immersion Program January 2012 - February 2012
Skills
Microsoft Office, Data Analysis, Research, Event Planning, PowerPoint, Public Speaking, Microsoft Excel, Photoshop, English, Analysis, Management, Stata, Social Media, Access, Nonprofits, Teamwork, Economics, Dreamweaver, SAP, Market Research, Policy Analysis, Leadership, SPSS, Community Outreach, GIS, Prezi, Valuation, Financial Modeling
Education
University of Southern California 2014 — 2016
Master's Degree, Public Administration (Concentration: Public Finance)
Peking University 2011 — 2014
National School of Development, Economics
Beijing Language and Culture University 2009 — 2013
B.A., Korean
Ewha Womans University
JPMorgan Chase July 2008 - Present
BEAR STEARNS & Co, INC (EMC Mortgage) July 2004 - 2008
HealthSoft, Inc August 2003 - June 2004
PricewaterhouseCoopers October 1998 - April 2002
Electronic Data Systems January 1996 - 1998
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Management Information Systems
Groupon July 2015 - Present
New York University September 2013 - Present
TMC Bonds June 2014 - November 2014
PricewaterhouseCoopers April 2013 - August 2013
Multimedia Communication and Pattern Recognition Labs @ BUPT March 2011 - March 2013
BUPT-MCPRL July 2011 - July 2012
Skills
Algorithms, Unix/Linux, Shell Scripting, Eclipse, SQL, Operating Systems, Git, Matlab, C/C++ STL, Arm, Microsoft Office, Arm-linux, Java, Finance, Fedora, OpenCV, DSP-C6000, Vim, Tortoise SVN, XML, MapReduce, Hadoop, JUnit, GWT, Mockito, MVP, JSON, JavaScript, Unix, C++, Linux, Python
Education
New York University 2013 — 2015
Master's Degree, Computer and Information Sciences, General, 3.80
Beijing University of Post and Telecommunications 2010 — 2013
Master of Engineering (M.Eng.), Electrical, Electronics and Communications Engineering
Xidian University 2006 — 2010
Bachelor of Engineering (B.Eng.), Telecommunications Engineering
PwC July 2012 - Present
PricewaterhouseCoopers June 2009 - Present
BearingPoint August 2005 - June 2009
Burntsand November 2000 - July 2005
ANSTEC Technologies, Inc March 1998 - November 2000
BUPT-Nortel Telecom R&D Center December 1995 - February 1998
Beijing Languages Informatics Development Inc December 1993 - November 1995
Beijing Information Center of China State Shipbuilding Corporation (CSSC) January 1992 - November 1993
Beijing Information Center of China State Shipbuilding Corporation (CSSC) August 1988 - December 1991
Skills
Software Development, Weblogic, IT Strategy, SDLC, Oracle, Java Enterprise Edition, Documentum, Microsoft SQL Server, Java, Web Services, Integration, Enterprise Content..., Enterprise Architecture, Unix, .NET, Websphere, WebLogic, WebSphere
Education
Beijing Institute of Technology 1985 — 1988
Master
Harbin Engineering University 1979 — 1983
Bachelor
Nike November 2014 - Present
Nike March 2013 - November 2014
Nike June 2011 - March 2013
PricewaterhouseCoopers January 2010 - June 2011
Price Waterhouse Coopers January 2009 - March 2009
Atria Senior Living Group September 2007 - July 2008
Education
Bellarmine University 2005 — 2009
BA, Accounting
Commercial Metals Company September 2008 - Present
PricewaterhouseCoopers September 2003 - August 2008
Skills
SAP, Oracle, Microsoft Office, Reval derivative..., SOX 404, SEC filings, XBRL
Education
Baylor University - Hankamer School of Business 1998 — 2003
BBA, Accounting
Southern Wealth Management January 2013 - Present
Weaver August 2012 - January 2013
PricewaterhouseCoopers 2008 - August 2012
PwC July 2010 - July 2012
Hendry Investments May 2004 - August 2004
Skills
Income Tax, Tax Research, Partnership Taxation, Tax, CPA, Tax Returns, High Net Worth..., S Corporations, Estate Planning, Oil & Gas Services
Education
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Accounting
IBM January 2002 - July 2013
PricewaterhouseCoopers 1989 - 2002
Enron November 1987 - January 1989
Exxon June 1985 - November 1987
Skills
Management Consulting, Program Management, Change Management, Performance Improvement, Business Transformation, Knowledge Management, Leadership Development, E-Learning, Blended Learning, Management, Information Technology, IT Strategy, Software Project..., Business Analysis, Requirements Analysis, Software Development, Software Implementation, Professional Services, Career Development, Oil and Gas Industry, Outsourcing, Benchmarking, Employee Training, Strategy, Leadership, Consulting, CRM, ERP, Project Portfolio..., Enterprise Software, Talent Management
Education
Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA), Information Technology
Lou Ann Isaacs CPA, PLLC January 2010 - Present
PricewaterhouseCoopers January 2006 - December 2009
PwC January 2006 - December 2009
Skills
Auditing
Education
Bellarmine University
Kelly S Mathews LLC June 2011 - Present
MotorU, LLC June 2011 - Present
PricewaterhouseCoopers January 2003 - June 2011
Skills
Motor Fuels Excise Tax, State Income and..., Tax Accounting, Tax Research, Sales Tax, Income Tax, Corporate Tax, Sarbanes-Oxley Act, CPA, Partnership Taxation
Education
Baylor University 1998 — 2002
Master of Taxation and Bachelor of Business Administration
Deloitte October 2014 - Present
PricewaterhouseCoopers July 2011 - October 2014
PricewaterhouseCoopers July 2007 - 2010
Skills
IFRS, US GAAP, Bloomberg, Financial Risk, Financial Modeling, Accounting, Research, Financial Institutions, Analysis, Forecasting, Financial Projection, Derivative Operations, Excels, Presentations, Risk Management..., Capital Markets, Consolidation, Hedge Accounting, PowerPoint, Mortgage Modification, Foreclosures, Loss Mitigation, NPV, Drafting Proposals, SNL, Microsoft Excel, Corporate Finance, Valuation, Finance, Financial Analysis, Risk Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
Master, Accounting
Beijing University of Technology 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Mercer 2010 - Present
PricewaterhouseCoopers January 2008 - July 2010
Skills
CPA
Education
Bellarmine University
Bachelors, Accounting
McGladrey October 2012 - Present
RSM McGladrey May 2007 - October 2012
McGladrey & Pullen August 2004 - May 2007
PricewaterhouseCoopers 2003 - 2003
Skills
GAAP, US GAAP, CPA, Internal Controls, Auditing, External Audit, Financial Accounting, Financial Reporting, Accounting, Revenue Recognition, Financial Statements
Education
Baylor University 1999 — 2004
Bachelor of Business Administration (B.B.A.)
Montgomery Coscia Greilich LLP June 2015 - Present
NIST March 2010 - Present
EY March 2010 - June 2015
PricewaterhouseCoopers March 2005 - March 2010
The Hackett Group 2003 - February 2005
Hitachi Consulting 2002 - 2003
Arthur Andersen 1990 - 2002
Arthur Andersen Business Consulting 1990 - 2002
Irving ISD May 1988 - July 1993
Fillmore, Neal & Dunn 1987 - 1990
Skills
Accounting, Budgeting, Acquisition Integration, Balanced Scorecard, Lean Management, Finance Transformation, Financial Close Process, Six Sigma, Cost Management, Target Costing, Shared Services, Project Management, Benchmarking, Intercompany..., Oil & Gas Industry, Strategic Financial..., Change Management, Financial Reporting, Mergers, Performance Improvement, Performance Measurement, Cost Reduction..., Cycle Time Reduction, Record to Report, Change Communications, Program Management..., PMO Development, Maturity Assessments, Black Belts, Lean Consulting, Budgets, Sarbanes-Oxley Act, Business Process..., Management Consulting, Process Improvement, Performance Management, Risk Management, Mergers & Acquisitions, Strategy, Business Process..., Business Intelligence, Business Strategy, Organizational Design, Management, Consulting, PMO, SAP, Internal Audit, Corporate Finance, Enterprise Risk...
Education
Baylor University - Hankamer School of Business 1979 — 1980
MBA, Accounting
The University of Texas at Arlington 1976 — 1979
BBA, Accounting
PricewaterhouseCoopers 2009 - Present
Skills
Forensic Accounting, Litigation Support, Financial Services, Financial Analysis, US GAAP, Accounting, Auditing, Financial Accounting, CPA
Education
Baylor University 2004 — 2008
Master's degree, Accounting (MAcc)
PricewaterhouseCoopers May 2013 - July 2013
Bellevue College December 2012 - March 2013
Bellevue College Earing Learning Cetter June 2012 - December 2012
Skills
Accounting, Tax, Bookkeeping, Corporate Tax, Microsoft Excel, Tax Accounting, PowerPoint, Microsoft Word, Access, Journal Entries, Assurance, Microsoft Office, Cash Flow, Economics, Financial Reporting, Financial Accounting, Auditing, Financial Analysis, Income Tax, Tax Preparation, Financial Statements, Accounts Payable, Internal Audit, Accounts Receivable, Financial Modeling, Managerial Finance, Finance, Teamwork, Tax Returns, Analysis, Budgets, Research
Education
University of San Francisco 2013 — 2015
Bachelor's degree, Accounting, Financial, and Business Operation
Bellevue Community College 2012 — 2013
Bachelor of Science (BS), Accounting
Puget Sound PMI February 2011 - Present
Inglewood Station July 2010 - June 2011
Bellevue College 2009 - 2010
USA TODAY 2008 - 2009
PricewaterhouseCoopers 2006 - 2007
Unisys 1985 - 1991
Burroughs Corporation 1985 - 1987
Skills
MS Office, MS Project, Sharepoint, Project Management
Education
Bellevue Community College 2009 — 2010
Project Management Certification, Project Management
Bryant University 1983 — 1984
mba, accounting
Valley View Hospital 2011 - Present
Range Resources 2009 - 2010
BearingPoint 2007 - 2009
DaVita 2007 - 2007
Brinker International 2004 - 2007
Cadbury Schweppes 2002 - 2004
PricewaterhouseCoopers 1997 - 2002
Fujitsu Network Communications 1994 - 1997
Word, Incorporated 1988 - 1992
Skills
HRIS, PeopleSoft, Financial Analysis, Performance Management, Human Resources, Talent Management, Compensation & Benefit, Compensation Structure..., Financial Reporting, Project Management, HR Software, Deferred Compensation, HR Consulting, Leadership, Personnel Management, Compensation Structures, Management, Benefits Administration
Education
Baylor University 1982 — 1987
MBA, Finance
FWT LLC 2013 - 2015
Borden Dairy Company 2012 - 2013
Independent Consultant 2010 - 2013
NEC Corporation of America 2005 - 2009
Northrop Grumman 2002 - 2005
Arthur Andersen, LLP 1999 - 2000
Raytheon 1998 - 1999
PricewaterhouseCoopers 1995 - 1997
Skills
Internal Audit, SOX, Forensic Accounting, Enterprise Risk..., Fraud, Compliance, Investigation, Internal Controls, COSO, Certified Fraud Examiner, Risk Assessment, IFRS, Audit, Auditing, GAAP, Risk Analysis, CAE, Sarbanes-Oxley Act, Assurance, Budgets, Financial Analysis, Corporate Governance, Accounting, IT Audit, Business Process..., Risk Management, Financial Reporting, Change Management, Consolidation, US GAAP, SEC filings, Cost Accounting, Financial Audits, Mergers & Acquisitions, Financial Accounting, Variance Analysis, SEC Filings
Education
Baylor University - Hankamer School of Business 1984 — 1988
BBA, Accounting; Economics
Nippon Sharyo Manufacturing LLC September 2012 - Present
Books on First October 1998 - Present
Fantasy Diamond Corporation July 2002 - September 2012
Hampden Corp July 2002 - September 2012
Wein Family Office July 2002 - September 2012
Chicago Vassar Club 2005 - 2007
Nidec-Shimpo America January 1992 - July 2001
Shimpo America Corp January 1992 - July 2001
PricewaterhouseCoopers September 1987 - July 1991
Coopers & Lybrand 1987 - 1991
Skills
Public Speaking, Business Strategy, PowerPoint, Financial Reporting, Microsoft Word, Business Planning, Accounting, Change Management, Negotiation, Public Relations, Microsoft Excel, Acquisition Integration, Investments, Web Content, Financial Audits, Risk Management, Management, Social Media, Purchasing, Human Resources, Customer Service, Project Planning, Start-ups, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MBA, Accounting & Strategy
Washington University in St. Louis 1981 — 1983
MA, Asian Studies
Beijing Language and Culture University 1981 — 1982
Chinese
Vassar College 1977 — 1981
BA, East Asian Studies
NIA Chicago
Bridgepoint Consulting LLC June 2003 - Present
Patterson Consulting February 2001 - June 2003
Memorial Enterprises August 1998 - January 2001
KPMG Peat Marwick January 1997 - August 1998
TEAMSS Consulting September 1994 - December 1996
PricewaterhouseCoopers August 1985 - August 1994
Skills
Due Diligence, Accounting, Restructuring, Financial Reporting, Financial Management, Forensic Accounting, Internal Audit, Financial Analysis, Mergers, SOX, Strategic Planning, Forecasting, Process Improvement, Management Consulting, Financial Modeling, Litigation Support, Business Planning, Financial Planning, Business Analysis, Change Management, Cash Flow, Business Process..., Cost Reduction, Strategy Development, Budgets, Risk Management, Managerial Finance, Strategy, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Strategic Financial..., SEC filings, Bankruptcy
Education
Baylor University - Hankamer School of Business 1981 — 1985
BBA, Accounting
PricewaterhouseCoopers January 2015 - March 2015
Yum! Brands October 2013 - December 2014
Education
Bellarmine University 2012 — 2016
Accounting
PricewaterhouseCoopers September 2013 - Present
PricewaterhouseCoopers June 2012 - August 2012
RNC Genter Capital Management January 2011 - September 2011
Skills
Financial Modeling, Financial Analysis, Bloomberg, Investments, Competitive Analysis, Portfolio Management, Marketing, Microsoft Excel, Bloomberg Terminal, Mutual Funds, Corporate Finance, Fixed Income, Equities, Asset Management, Series 7, Valuation, Hedge Funds, Finance, Equity Valuation
Education
Loyola Marymount University 2009 — 2013
Bachelor's degree, Accounting and Finance
Bellarmine College Preparatory 2005 — 2009
Credera May 2011 - Present
Brinker International March 2008 - May 2011
Watermark Community Church September 2006 - March 2008
PricewaterhouseCoopers January 2005 - September 2006
Skills
Budgets, Financial Statements, Process Improvement, CPA, Microsoft Excel, Finance, Financial Modeling, Business Process..., Mergers & Acquisitions, Management Consulting, Business Analysis, Forecasting, Financial Audits, Internal Audit, Analysis
Education
Baylor University - Hankamer School of Business 2004 — 2004
Masters of Taxation
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Accounting
DAJBR Enterprises LLC August 2015 - Present
HireGenics, Inc. September 2014 - August 2015
Macquarie Energy LLC March 2010 - April 2014
Calpine Corporation October 2008 - March 2010
Deloitte & Touche March 2004 - October 2008
Enron Energy Services September 2001 - March 2004
PriceWaterhouseCoopers March 2000 - May 2001
US Legal Support Inc. October 1997 - January 2000
Ernst & Young December 1996 - October 1997
Arthur Andersen January 1995 - December 1996
Skills
Accounting, Commodity Markets, Financial Risk, Finance, Sarbanes-Oxley, Financial Reporting, Sarbanes-Oxley Act, Commodity Risk..., Due Diligence, Derivatives, Risk Management, Treasury Management, Hedge Accounting, Strategic Financial..., Financial Planning, Technical Accounting, Energy Trading, Internal Controls, Consolidation, Financial Audits, Portfolio Management, Energy, Energy Markets, Power Markets, Natural Gas Trading, Oil & Gas Exploration, Financial Analysis, Financial Statements, Auditing, Process Flow..., SEC Financial Reporting, SEC Filings
Education
Baylor University 1991 — 1995
BBA, Accounting
AGS 1990 — 1990
Baptist Housing February 2012 - February 2014
Grant Thornton February 2011 - February 2012
St. George’s School 2010 - 2011
PricewaterhouseCoopers September 2007 - October 2010
Summer at St. Georges 2004 - 2007
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Financial Accounting, Tax, Assurance, Income Tax, Strategic Financial..., Payroll, Cash Flow Forecasting, Cash Management, General Ledger, Business Valuation, Internal Controls, Due Diligence, US GAAP, IFRS, Finance, QuickBooks, Financial Modeling, Financial Statements, Variance Analysis, Corporate Finance, Microsoft Excel, Cost Accounting, Cash Flow, Managerial Finance, External Audit, Mergers & Acquisitions, Corporate Tax, Sarbanes-Oxley Act, Tax Preparation, Sarbanes-Oxley, Big 4, Bookkeeping, Management Accounting, Consolidation, Financial Audits, SEC filings, GAAP, Accounts Receivable, Accounts Payable
Education
Trinity Western University 2014 — 2016
Master of Business Administration (M.B.A.), International Business
Beijing Language and Culture University
Mandarin Immersion - Intensive Program
Canadian Institute of Chartered Accountants 2007 — 2010
Chartered Accountant
Trinity Western University 2003 — 2007
Business Administration (Accounting)
PricewaterhouseCoopers January 2006 - September 2007
PricewaterhouseCoopers December 2003 - December 2005
PricewaterhouseCoopers September 2002 - December 2003
Skills
Structured Finance, Auditing, PowerPoint, Financial Analysis, Public Speaking, Accounting, Recruiting, Financial Statements, Big 4, College Recruiting, Event Planning
Education
Baylor University - Hankamer School of Business 1997 — 2001
MACC, Accounting
Novi Labs 2013 - Present
MedServe, Inc. 2004 - 2010
NetVersant 2000 - 2003
PricewaterhouseCoopers 1996 - 2000
Skills
Mergers, Start-ups, Negotiation, Strategic Planning, Risk Management, Mergers & Acquisitions, Energy, Human Resources, Managerial Finance, Finance, Integration, Strategy, Restructuring, Consulting, Corporate Development, Due Diligence, Entrepreneurship, Leadership, Management, SaaS
Education
Baylor University 1992 — 1996
Bachelor of Business Administration (BBA)
Baylor University - Hankamer School of Business 1992 — 1996
PricewaterhouseCoopers January 2009 - Present
Fidelity National Information Services February 2003 - January 2009
Unitrin Direct June 2000 - February 2003
DocuCorp International June 1997 - April 2000
Education
Baylor University 1992 — 1997
BBA, Management Information Systems
Regent International Consulting March 2010 - Present
Dow Jones February 2013 - July 2013
NorthPoint Research April 2010 - September 2010
NYGG - Beijing Office February 2006 - February 2010
Peking University/Beijing Language & Culture University January 2003 - February 2006
Fordham University Peking University International MBA January 2001 - August 2004
The Beijing Center for Chinese Studies August 2001 - January 2002
PricewaterhouseCoopers July 1997 - July 2000
Bristol-Myers Squibb 1995 - 1997
Bristol-Myers Squibb August 1992 - August 1995
Skills
Due Diligence, Forensic Investigations, Business Intelligence, Business writing, Governance, Grant Writing, Online Research, Business Writing, Business Strategy, Management, Leadership, Forensic Analysis, Mergers & Acquisitions, Executive Management, Project Management, Strategy
Education
International Fusion Center Analyst Training 2011 — 2011
Intermediate Intelligence Analyst, Security Policy and Strategy - Anti-Terrorism, 4.0
Beijing Language and Culture University 2003 — 2005
Short term language study Avanced Mandarin, Mandarin
Fordham Gabelli School of Business 2001 — 2004
MBA, Mass Media & Communications
Peking University 2001 — 2004
MBA, Int'l Mass Media & Management, 3.7
Fairfield University 1983 — 1987
Bachelors Science, Accounting, 3.7 Acctg 3.5 Overall
PricewaterhouseCoopers March 2010 - Present
BearingPoint May 2007 - April 2009
EDS October 2001 - May 2007
Nortel Networks July 1999 - October 2001
Program Management Resources 1992 - 1999
Skills
Influencer Relations, Strategic Relationship..., Competitive Analysis..., Strategic..., Crisis Communications, Content Development, Knowledge Management, Influencer Marketing, Competitive Analysis, Business Strategy, Project Management, Positioning, Product Marketing, Strategy, Product Management, Marketing Communications, Program Management, Strategic Communications, Process Improvement, Outsourcing, Go-to-market Strategy, Consulting
Education
Yale University - Yale School of Management 2008 — 2008
Executive Management and Leadership Training Certificate
Baylor University - Hankamer School of Business 1997 — 1999
Executive MBA, Business Administration
San Jose State University
BS, Business Administration/Management
Humana August 2013 - Present
Humana January 2009 - August 2013
Humana June 2006 - January 2009
Lexmark International August 2002 - June 2006
PricewaterhouseCoopers January 1994 - August 2002
Skills
Business Analysis, Systems Analysis, Information Technology, System Design, Systems Integration, Business Rules, Data Analysis, Interface Architecture, Data Validation, HEDIS, Healthcare Quality, Medical Records, DFD, ETL, FTP, Metadata, Oracle SQL, T-SQL, MS Access, QlikView, MS Excel, Visio, UltraEdit, Data Management, Data Warehousing, Disease Management, Utilization Management, Systems Engineering, Health Insurance, Healthcare IT, Software Development, Healthcare, Insurance, Reporting, Analytics, Agile Methodologies, ITIL, Integration, PMO
Education
Mercer University - Stetson School of Business and Economics 1998 — 2000
MS, Technology Management
Bellarmine University 1989 — 1994
BA, Computer Science with Math Emphasis
The Nature Conservacy June 2009 - August 2009
Beijing Olympic Organizing Committee July 2007 - August 2008
PricewaterhouseCoopers August 2003 - June 2007
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
The Tuck School of Business at Dartmouth 2008 — 2010
MBA
Beijing Foreign Studies University 1999 — 2003
BA, Economics
Lavastorm Analytics September 2014 - Present
The Fletcher School at Tufts University September 2013 - October 2013
The Asia Foundation May 2013 - July 2013
Carnegie Endowment for International Peace May 2013 - July 2013
PricewaterhouseCoopers September 2007 - April 2012
ETA Tae Kwon Do Academy June 2007 - August 2007
Jay Ho Lee Law Offices LLC June 2006 - August 2006
Skills
Predictive Analytics, R, Lavastorm Analytics..., Python, Stata, Microsoft Excel, UCINET, Data Science, Econometrics, Applied Mathematics, Statistics, GIS, Social Network Analysis, Economics, International Relations, LaTeX, Information Technology, Politics, Mandarin, Policy Analysis, Research, Analysis, Writing, International..., International Tax, Tax
Education
Fletcher School of Law and Diplomacy 2012 — 2014
Master of Arts in Law and Diplomacy, International Security Studies; International Communication; Pacific Asia
Brown University 2003 — 2007
B.A., International Relations (Global Security with a focus on Sino-Korean affairs), Business Economics
Beijing Language and Culture University 2005 — 2005
n/a, Chinese
Citi March 2014 - Present
Grant Thornton November 2007 - March 2014
PricewaterhouseCoopers November 1999 - November 2007
Raytheon 1999 - 1999
Skills
Auditing, Training, Talent Management, Human Resources, Management Consulting, Onboarding, Performance Management, Business Process..., Change Management, Employee Relations, Recruiting, Process Improvement, Coaching, Business Planning, Budgets, Analysis, Internal Audit, Management, Financial Analysis, Leadership
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Management Information Systems, Marketing, and International Business
Lake Travis High School 1991 — 1995
Cherry Bekaert September 2015 - Present
Grant Thornton September 2015 - September 2015
Deloitte 2002 - 2004
Arthur Andersen 1999 - 2002
PricewaterhouseCoopers 1995 - 1999
Skills
International Tax, Transfer Pricing, Corporate Tax, Tax Accounting, US GAAP, Restructuring, Auditing, FIN 48, Tax Advisory, Internal Controls, US Tax, GAAP, Accounting, Income Tax, Financial Reporting, Partnership Taxation, Due Diligence, SEC Filings, Sarbanes-Oxley Act, Tax Law, Mergers & Acquisitions, Corporate Governance
Education
University of Denver - Sturm College of Law 1994 — 1995
LL.M., Taxation
University of Tulsa College of Law 1991 — 1994
J.D.
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1989
M.S.A., Accounting
Baylor University - Hankamer School of Business 1983 — 1987
B.B.A., Finance and Economics
PricewaterhouseCoopers DirectorPricewaterhouseCoopers1998 - 2011
PricewaterhouseCoopers 1998 - 2010
Education
Baylor University 1986 — 1991
BBA, IT / Accounting
Baylor University - Hankamer School of Business 1986 — 1991
Yum! Brands September 2014 - Present
Yum! Brands March 2012 - September 2014
Yum Brands October 2007 - March 2012
Yum! Brands 2005 - 2007
Yum! Brands 2003 - 2005
Teleplan 2002 - 2003
PricewaterhouseCoopers 1999 - 2001
Skills
Accounting, Excel, Financial Reporting, PeopleSoft, Financial Analysis, SOX, Microsoft Office, Leadership, Microsoft Word, Access, Financial Accounting, Analysis, Outlook, Microsoft Excel, Budgets, Account Reconciliation, Process Improvement, Forecasting, Income Statement, Sarbanes-Oxley Act, Variance Analysis, Balance Sheet Review, Hyperion HFM, Hyperion Enterprise, P&L, PowerPoint
Education
Bellarmine University 2008 — 2015
Master of Business Administration (MBA), MBA
Sullivan University 1995 — 2000
BSBA, Accounting
Dallas Children's Advocacy Center January 2013 - Present
Pursuant August 2011 - September 2012
Dallas Children's Advocacy Center November 2007 - August 2011
PricewaterhouseCoopers January 2006 - November 2007
Skills
Fundraising, Non-profits, Strategic Planning, Proposal Writing, Project Management, Program Management, Microsoft Office, Budgets, Customer Service
Education
Baylor University 2002 — 2005
BBA
TMK IPSCO March 2013 - May 2014
Ernst & Young August 2010 - March 2013
PricewaterhouseCoopers September 2008 - July 2010
Skills
Auditing, Sales Tax, Income Tax, Internal Controls, Financial Analysis, Tax
Education
Baylor University 2003 — 2008
Masters in Tax, Tax Accounting
Georgia Institute of Technology September 2010 - Present
The Wharton School August 2005 - September 2010
IBM 2002 - 2005
PricewaterhouseCoopers 1998 - 2005
Accenture December 1995 - August 1998
Deloitte 1994 - 1995
Arthur Andersen & Co. 1987 - 1993
Education
Beijing University of Posts and Telecommunications 2014 — 2014
Global Business - Conducting Business in China (Certificate)
Villanova University 1986 — 1988
MBA, Finance
University of Kentucky 1982 — 1986
BS, Accounting
Watermark Community Church January 2014 - Present
HBK Capital Management May 2011 - January 2014
PricewaterhouseCoopers January 2010 - May 2011
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, CPA, GAAP, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Statements, External Audit
Education
Baylor University - Hankamer School of Business 2005 — 2009
MAcc, Accounting
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Accounting
PricewaterhouseCoopers August 1996 - Present
Skills
Auditing, SEC filings, Internal Controls, GAAP, External Audit, CPA, Assurance, Sarbanes-Oxley Act, Big 4, Tax Research, SEC Filings, Accounting
Education
Baylor University - Hankamer School of Business 1992 — 1996
BBA, Accounting
Kindred Healthcare September 2014 - Present
Jones Lang LaSalle June 2013 - September 2014
Humana June 2012 - March 2013
Humana March 2009 - June 2012
PricewaterhouseCoopers August 2008 - December 2008
NEFC 2004 - 2006
Skills
Accounts Receivable, Expenses, Financial Reporting, Accounting, Auditing, Account Reconciliation, Financial Accounting, GAAP, Financial Analysis, Insurance, General Ledger, Financial Statements, Outlook, Variance Analysis, Strategic Financial..., Sarbanes-Oxley Act, Financial Forecasting, Capital Budgeting, Financial Modeling, Sales, Customer Service, Microsoft Office, Financial Planning, Forecasting, Budgets, Finance, Internal Controls, Accounts Payable, Access, Analysis, SAP, Management, Leadership
Education
Bellarmine University
Master of Business Administration (M.B.A.)
University of Louisville 2006 — 2008
Accounting
University of Kentucky 1999 — 2004
BBS, Finance
Zeiders Enterprises, Inc. November 2012 - Present
Clear Trace Financial 2007 - Present
Stewart Title Guaranty September 2003 - May 2007
Frontier Financial Consultants 2002 - 2003
Vobix 2000 - 2001
Information Technologies, Inc. 1996 - 2000
National Golf Suppliers 1991 - 1996
PricewaterhouseCoopers 1986 - 1989
Skills
Investments, Financial Planning, Wealth Management, Financial Advisory, Insurance, Investment Advisory, Management, Finance, Retirement Planning, Retirement, Small Business, Strategic Financial..., Estate Planning, Tax, Risk Management, Project Planning, Budgets, Income Tax, Personal Finance, Asset Management, Problem Solving, Student Financial Aid, Mutual Funds, Financial Analysis, Cycling, Mountain Biking, Investment Management, Financial Modeling, Asset Allocation, Financial Planners, Coaching, Income Tax Planning..., College Funding, Planning, Budgeting, Investment Strategies, Wealth, 401k, IRAs, Wealth Accumulation, Securities, Fixed Annuities, Wealth Management...
Education
The American College 2006 — 2007
ChFC, Finance
American Production and Inventory Control Society 1990 — 1991
CPIM, Production and Inventory Management
Bellarmine University 1978 — 1982
BSBA, Business, Fine Arts
Old School
USAA August 2014 - Present
USAA October 2005 - August 2014
USAA January 2002 - October 2005
PricewaterhouseCoopers June 1995 - January 2002
Bank of America September 1992 - January 1994
Skills
Executive Management, Profit & Loss..., Portfolio Management, Product Development, Product Management, Strategy Development, Product Delivery, Change Leadership, Liquidity Management, Thought Leadership, Technology Integration, Leadership Development, Cross-functional Team..., Operational Risk..., Complex Project..., Risk Management, Change Management, Strategy, Banking, Program Management, Business Process..., PeopleSoft, Business Strategy, Leadership, Call Centers, IT Strategy, Credit Cards, Analytics, Management, Retail Banking, CRM, Business Analysis, SDLC, Process Improvement, Business Process, Finance, Vendor Management, Financial Services, Project Portfolio..., Business Intelligence, PMO, Internet Banking, Business Transformation, Integration
Education
Baylor University - Hankamer School of Business 1994 — 1995
MBA, Information Systems
Southwestern University 1988 — 1992
B. A., General Business
IBM Global Business Process Services March 2001 - Present
IXL Inc. February 2000 - January 2001
PricewaterhouseCoopers May 1993 - February 2000
Alcatel Network Systems August 1987 - December 1990
Rockwell International August 1984 - December 1987
Skills
Programme Governance, Change Management, Organizational Design, Business Process..., Data Warehousing, Benefits Realisation, Business Transformation, Strategy, Consulting, Process Improvement, Outsourcing, Business Process, Leadership, Stakeholder Management, IT Strategy, Performance Improvement, ERP, Business Development, Telecommunications, Service Delivery, Project Management, Team Management, SAP, Project Delivery, Business Process..., Training, Business Process Design, Program Management, Knowledge Management, Procurement, Management, Strategic Communications, Management Consulting, Organizational..., PMO, Agile Methodologies, Scrum
Education
Baylor University - Hankamer School of Business 1991 — 1993
MBA, Finance
University of Iowa 1980 — 1984
BS, Liberal Arts
Southern Methodist University
Certified E, Commerce Architect
Brainchild Inc. March 2014 - Present
CompuCom August 2008 - March 2014
PricewaterhouseCoopers January 2006 - August 2008
Skills
Forecasting, Budgets, Financial Accounting, Financial Analysis, Auditing, Financial Reporting, Account Reconciliation
Education
Baylor University
Accounting
Fulmer Realty, LLC April 2015 - Present
PricewaterhouseCoopers March 2000 - February 2005
Skills
Real Estate, Real Estate License, Real Estate Transactions, Entrepreneurship, Sales, Accounting, Expatriate Tax, HR Consulting, Client Relations Skills, Expatriate Management, Outsourcing Management, Retail Buying, Retail, Vendor Contracts, Vendor Managed Inventory, Customer Service, Microsoft Excel, Time Management, Consulting, Management, Microsoft Office, Team Building, Financial Analysis, Data Entry
Education
Champion School of Real Estate
Realtor
Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA)
PwC August 2015 - Present
PricewaterhouseCoopers 1997 - Present
Hogan Systems 1994 - 1995
Skills
SEC reporting, IPO, Revenue Recognition, Accounting, Public Companies
Education
Baylor University - Hankamer School of Business 1986 — 1990
BBA, Accounting
Amazon Web Services August 2015 - Present
University of North Carolina at Chapel Hill September 2014 - February 2015
University of North Carolina at Chapel Hill July 2014 - August 2014
Luxury Shoe Club June 2014 - August 2014
PricewaterhouseCoopers July 2012 - September 2012
Skills
Java, Text Mining, JavaScript, SQL, MySQL, HTML, PHP, CSS, Python, Information Retrieval, Machine Learning, Eclipse, Windows, Mac OS, Statistics, Algorithms, Web Development
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master's degree, Information Science, Computer and Information Sciences, General, 3.85/4.0
Beijing University of Posts and Telecommunications 2009 — 2013
Bachelor of Science, Information Systems, Computer and Information Sciences, General
PricewaterhouseCoopers September 2006 - Present
Skills
Private Equity, Asset Management, Fund Of Funds, Fund Structuring, Tax, Investments, Tax Compliance, International Tax, Partnership Taxation, Tax Research, Alternative Investments, Venture Capital, Hedge Funds, Accounting, SEC filings
Education
Baylor University 2002 — 2006
BBA
Baylor University - Hankamer School of Business 2002 — 2006
Masters of Science
Genesis Energy, L.P. August 2013 - Present
PricewaterhouseCoopers January 2011 - July 2013
Skills
Accounting, US GAAP, SEC filings, GAAP, Finance, CPA
Education
Baylor University - Hankamer School of Business 2006 — 2010
MAcc, Accounting
C&C Consulting July 2015 - Present
AdvancePCS September 2002 - November 2003
Moody's Investors Service December 2000 - September 2002
Deja.com April 1999 - December 2000
PricewaterhouseCoopers January 1994 - April 1999
Skills
Financial Statement..., Technical Accounting..., SEC Financial Reporting, US GAAP reporting, Business Strategy, Budgeting, Financial Management, Mergers, Financial Accounting, Business Unit..., Consolidated Financial..., Foreign Currency...
Education
Southern Methodist University - Cox School of Business 2003 — 2005
Executive MBA, Business
Baylor University - Hankamer School of Business 1989 — 1993
Bachelor, Business
PricewaterhouseCoopers LLP September 2013 - Present
Ernst & Young June 2012 - August 2012
Indiana University August 2011 - December 2011
CITIC Securities June 2011 - July 2011
PricewaterhouseCoopers July 2010 - August 2010
Shandong Comtemporary Journal July 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Mergers & Acquisitions, Investments, Strategy, C++, Carve-outs, SEC Filings, Research, Accounting, Access, Algorithm Design, PowerPoint, Data Analysis, Microsoft Office
Education
Indiana University Bloomington 2009 — 2013
Bachelor's, Finance, Accounting, Mathematics
Beijing Foreign Studies University 2008 — 2009
Bachelor's, English Literature
The Teller Household December 2001 - Present
Self-employed February 2008 - August 2012
PricewaterhouseCoopers June 2001 - July 2001
PricewaterhouseCoopers May 1998 - June 2001
PricewaterhouseCoopers January 1997 - June 1997
Skills
Custom cake design, Baking, Auditing, CPA, Finance, Assurance, Financial Reporting, Financial Accounting, Internal Controls, Financial Statements, Cupcakes, Accounting, Financial Modeling, Budgets, Internal Audit
Education
Bellevue College 2015 — 2018
Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
University of Colorado at Boulder 1995 — 1997
Bachelor of Science (BS), Accounting
Colorado State University 1989 — 1991
Louisville Collegiate School May 2014 - Present
Together We Create February 2012 - Present
PricewaterhouseCoopers September 2003 - May 2014
Skills
Financial Reporting, Tax, GAAP, Auditing, Sarbanes-Oxley Act, Financial Accounting, Assurance, Mergers & Acquisitions, Sarbanes-Oxley, CPA, Financial Analysis, SEC filings, Financial Modeling, Risk Management, External Audit, Strategic Financial..., Enterprise Risk..., US GAAP, Financial Audits, Managerial Finance, Internal Audit, Financial Statements, Accounts Payable, IT Audit, Accounting, Internal Controls, Revenue Recognition, Big 4, General Ledger, IFRS
Education
Bellarmine University
MBA
University of Kentucky
BS/BBA, Accounting, Finance
PricewaterhouseCoopers February 2015 - Present
Alameda County Fair May 2013 - July 2013
Skills
Accounting, Financial Reporting, Social Media, Marketing, Management, QuickBooks, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Financial Analysis, Financial Accounting, Research
Education
Baylor University - Hankamer School of Business 2011 — 2015
Atria Senior Living April 2015 - Present
PricewaterhouseCoopers January 2015 - March 2015
Atria Senior Living March 2013 - January 2015
Youth Select Baseball Umpire May 2010 - August 2012
CMG Custom Construction May 2009 - August 2012
John T. Lane and Associates June 2011 - July 2011
Skills
Microsoft Excel, Accounting, Microsoft Office, Public Speaking, Task Management, Time Management, Project Management, Microsoft Word, Financial Analysis, Access, Budgets, QuickBooks, Accounts Payable, Financial Reporting
Education
Bellarmine University 2012 — 2016
Accounting and Finance, Sophomore
CCA
McKesson October 2009 - Present
Georgia Aquarium March 2007 - Present
McKesson October 2009 - January 2011
ING August 2009 - October 2009
ChoicePoint October 2003 - March 2009
LexisNexis October 2003 - March 2009
CSX Technology April 2001 - June 2003
PricewaterhouseCoopers January 2000 - December 2000
MCI 1999 - 2000
Hotoffice Technologies 1998 - 1999
Skills
Information Security..., CISSP, Security, PCI DSS, Information Security, Program Management, DNS, Firewalls, Networking, Network Security, Vulnerability Assessment, Risk Assessment, Governance, Disaster Recovery, Team Building, IT Audit, Servers, Integration, Vulnerability Management, Computer Security, Security Audits, Business Continuity, Cisco Technologies, Information Technology
Education
Georgia Institute of Technology 2014 — 2015
Master of Business Administration (MBA) Candidate, Management in Technology
Beijing University of Posts and Telecommunications 2014 — 2014
Global Leadership, Conducting Business in China
University of Phoenix 2000 — 2004
BS, Information Technology
Broward College 1994 — 1997
AS, Computer Engineering Technology
Ciber July 2015 - Present
Lockton Companies May 2013 - February 2015
Invensys January 2009 - May 2013
Hewlett Packard Company 2008 - 2009
Electronic Data Systems 1999 - 2009
PricewaterhouseCoopers May 1998 - October 1999
Towers Watson May 1996 - May 1998
Skills
Deferred Compensation, Talent Management, HRIS, Employee Benefits, Performance Management, Employee Engagement, Human Resources, Workforce Planning, Employee Relations, Talent Acquisition, Succession Planning, Benefits Administration, Personnel Management, Change Management, Onboarding, HR Policies, Organizational Design, Organizational..., HR Consulting, Strategy, Sourcing, Management, Payroll, Applicant Tracking..., Compensation, HR Transformation, Labor Relations, Leadership, Mergers, Program Management, Strategic Planning
Education
International Foundation of Employee Benefit Plans 2009 — 2009
Certificate of Global Benefits Management
Baylor University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Quantitative Business Analysis
Ventas, Inc. September 2015 - Present
Ventas, Inc. February 2015 - September 2015
CRS Reprocessing October 2014 - February 2015
CRS Reprocessing October 2012 - October 2014
CRS Reprocessing October 2009 - October 2012
Almost Family, Inc. July 2008 - October 2009
Constellation Energy March 2007 - July 2008
PricewaterhouseCoopers September 2003 - March 2007
AEGON 2001 - 2003
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, SEC filings, Auditing, Accounting, Financial Accounting, Financial Analysis, Forecasting, GAAP, Tax, Budget, International Treasury, International Tax, Entity Formations, Budgets, CPA, Financial Audits, Internal Audit, Financial Statements, Consolidation, Cost Accounting, General Ledger, Finance
Education
Bellarmine University 1999 — 2003
Bachelor of Arts (B.A.), Accounting
Ignite Louisville
Southwest Airlines February 2015 - Present
PricewaterhouseCoopers July 2010 - January 2015
PricewaterhouseCoopers February 2009 - April 2009
Skills
Tax, Research, Income Tax, Partnership Taxation, Tax Research, Financial Accounting, Tax Accounting, GoSystems, FIN 48, Accounting, Microsoft Office, International Tax, Big 4, Tax Advisory, US GAAP, Corporate Tax, SEC filings, CPA, Financial Analysis
Education
Baylor University - Hankamer School of Business 2005 — 2009
BBA Accounting (Summa Cum Laude), Master of Taxation
The Land of Nod October 2013 - Present
Retail Venture Partners July 2012 - September 2013
WONDER, LLC June 2011 - April 2012
The Land of Nod December 2007 - June 2011
PricewaterhouseCoopers July 2006 - November 2007
Skills
SEC filings, GAAP, US GAAP, Financial Reporting, Accounting, Internal Controls, Sarbanes-Oxley Act, Auditing, CPA, General Ledger, Financial Accounting, Forecasting
Education
Baylor University 2001 — 2006
BBA/Macc, Accounting
Strategy Computers 2009 - 2010
Microsoft 2009 - 2010
Taproot Foundation 2009 - 2010
Microsoft December 2005 - September 2008
drugstore.com October 2005 - December 2005
Microsoft May 2002 - September 2005
Boeing Commercial Airplanes September 2001 - November 2001
DMR Consulting October 2000 - April 2001
PricewaterhouseCoopers September 1998 - June 2000
Hewlett-Packard (Mountain View) 1999 - 1999
Skills
Microsoft SQL Server, SQL, Business Intelligence, SDLC, SharePoint, Integration, Database Design, Vendor Management, Scrum, Project Management, Systems Analysis, Agile Methodologies, Data Warehousing, Databases, Business Analysis, Cloud Computing, ETL, MS Project, Software Project..., Software Development, Enterprise Software, CRM, Oracle, ERP
Education
Edmonds Community College 1996 — 1996
University of Washington 1989 — 1989
Bellevue Community College 1983 — 1986
Edmonds Community College
PMK Capital Management, LLC January 2013 - Present
Todd-Veredus Asset Management LLC March 2012 - December 2012
Todd-Veredus Asset Management LLC April 2004 - February 2012
AEGON August 2000 - March 2004
PricewaterhouseCoopers 1993 - 2000
Coopers & Lybrand 1993 - 2000
Education
Bellarmine University
BA, Accounting
The Parthenon Group June 2014 - August 2014
PricewaterhouseCoopers August 2013 - September 2013
Cheil Worldwide Inc. August 2012 - September 2012
Princeton University, Office of Annual Giving September 2011 - May 2012
Skills
Advertising, Marketing, Economics
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Public Policy in the Woodrow Wilson School of Public and International Affairs
Derzhavin Institute 2013 — 2013
Princeton in St. Petersburg - Intermediate Russian
Beijing Normal University 2012 — 2012
Princeton in Beijing - Intensive 3rd Year Chinese
Hotchkiss School 2007 — 2011
GM Financial August 2015 - Present
PwC April 2013 - August 2015
FTS International Inc June 2011 - April 2013
PricewaterhouseCoopers January 2008 - June 2011
XTO Energy May 2007 - August 2007
Donor Direct 2006 - 2006
Skills
Partnership Taxation, Corporate Tax, Tax, Depreciation, Accounting, SEC filings, Tax Research, GAAP, Tax Accounting, US GAAP, Income Tax, CPA, Financial Reporting, Financial Accounting, Tax Preparation, Auditing, Internal Controls, International Tax, Private Equity
Education
Baylor University - Hankamer School of Business 2003 — 2007
Business Administration, Accounting
Claritas Genomics March 2015 - Present
Infraredx, Inc. April 2014 - March 2015
PricewaterhouseCoopers August 2010 - April 2014
PricewaterhouseCoopers January 2009 - March 2009
PricewaterhouseCoopers June 2008 - August 2008
Baylor University January 2007 - December 2007
Skills
Accounting, Auditing, Financial Analysis, Microsoft Excel, Financial Reporting, Financial Accounting, PowerPoint, Microsoft Office, SEC filings, GAAP, Microsoft Word, Research, External Audit, Financial Modeling, Finance, International Tax, OMB Circular A-133, Financial Audits
Education
Baylor University 2005 — 2010
Master of Accountancy, concentration accountingGraduate
Diamond Offshore July 2003 - Present
Ernst & Young April 2001 - June 2003
Enron April 1995 - March 2001
PricewaterhouseCoopers December 1983 - March 1995
Skills
Expatriate Tax, Expatriate Management, Tax, Big 4, International Tax, Global Mobility
Education
Baylor University - Hankamer School of Business 1979 — 1983
BBA, Accounting
Dumb Friends League 2004 - Present
Kundinger Corder & Engle 2001 - 2004
EY 1999 - 2001
PricewaterhouseCoopers 1998 - 1998
Rainbow Trail Lutheran Camp 1995 - 1996
Skills
Accounting, Not for Profit, Budgeting, Internal Controls, Management, Training, Auditing, Financial Edge, Raiser's Edge, Microsoft Excel, Form 990, Payroll
Education
University of Notre Dame 1998 — 1999
Master of Science (M.S.), Accounting, GPA: 3.8
Baylor University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Major: Accounting; Minor: Religion, Major GPA: 3.5; Overall GPA: 3.8
PricewaterhouseCoopers July 2007 - Present
Behavioral Insights, LLC June 2005 - July 2007
New York University September 2006 - March 2007
New York Publishing Organization February 2006 - May 2006
Skills
Organizational Design, Program Management, Change Management, Training, Executive Coaching, Management Consulting, Organizational..., Performance Management, Leadership Development, Human Capital, Strategic Planning, Talent Management, 360 Feedback, Organizational..., Business Transformation, Analysis, Project Management, Leadership, Culture Change, Process Improvement, Succession Planning, Coaching, Human Resources, Employee Training, Employee Engagement, Employee Relations, Performance Improvement, Instructional Design, Interviews
Education
New York University 2004 — 2006
MA, Industrial/Organizational Psychology
Baylor University 2000 — 2004
BA, Psychology
VSG, A Dover Company July 2015 - Present
Humana January 2012 - July 2015
Peritus Public Relations June 2007 - January 2012
Dant Clayton Corporation October 2006 - May 2007
River Valley Financial Bank January 2005 - October 2006
Faulkner Hinton & Associates September 2004 - January 2005
PricewaterhouseCoopers September 2002 - September 2004
Skills
Accounting, Financial Analysis, Internal Controls, Budgets, CPA, Sarbanes-Oxley Act, GAAP, Social Media, Financial Reporting, Finance, Auditing, SEC filings, Financial Accounting, Financial Statements
Education
Bellarmine University 1998 — 2003
MBA, Accounting
Southwestern HS
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP May 2013 - August 2015
PricewaterhouseCoopers June 2011 - May 2013
PwC June 2009 - August 2009
Dillards June 2008 - August 2008
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Assurance, Public Companies, Internal Controls, Budgets, Risk Management, GAAP, US GAAP, IFRS, Financial Statements, Microsoft Excel, SEC filings, Internal Audit, External Audit
Education
Baylor University - Hankamer School of Business 2009 — 2010
MAcc, Accounting
Ouachita Baptist University 2006 — 2009
BA, Accounting
PricewaterhouseCoopers 2014 - Present
Skills
Product Development, Project Management, Trading Analytics, Equities, Trading, Risk Management, KDB+, Analytics, Market Data, Market Risk, Financial Risk, Post Trade Analytics, Foreign Exchange, Equity Derivatives, Business Analysis, Quantitative Finance, Electronic Trading, Prime Brokerage, Investment Banking, Trading Systems, Derivatives, Hedge Funds, Fixed Income, Sybase, Financial Modeling, Low Latency, Capital Markets, Structured Products, Bloomberg, Financial Markets, Financial Services, SDLC, Management, Options, SQL, FX Options
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
New York University 2001 — 2002
MS
Polytechnic University 1997 — 1998
BS
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1994 — 1997
UnboundID Corp. April 2012 - Present
vcfo May 2005 - April 2012
Covi Technologies June 2004 - May 2005
vcfo August 1999 - May 2004
PriceWaterhouseCoopers August 1992 - August 1999
Skills
Finance, Financial Analysis, Mergers, Sarbanes-Oxley Act, Strategic Planning, Financial Reporting, Corporate Finance, Strategic Financial..., Internal Controls, Managerial Finance, Recruiting
Education
Baylor University 2001 — 2003
Master of Business Administration (MBA)
Baylor University - Hankamer School of Business 1987 — 1991
Bain & Company 2008 - Present
Credit Suisse 2007 - 2007
PricewaterhouseCoopers 2001 - 2006
Morgan Stanley 1998 - 1998
Skills
Chartered Financial..., Certified Public..., Mergers & Acquisitions, Strategy, Investment Banking, Project Management, Management Consulting, Due Diligence, International Tax, Financial Modeling, Private Equity, Financial Analysis, Valuation, Management, Cross-functional Team..., Corporate Development
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Baylor University - Hankamer School of Business 2000 — 2001
Masters, Accounting
Baylor University 1996 — 2000
Bachelors, Accounting with concentration in Finance
LCG, Inc. July 2009 - Present
PricewaterhouseCoopers November 2006 - July 2009
Next Tier Concepts January 2005 - November 2006
Skills
C#, Requirements Analysis, SharePoint, .NET, Enterprise Architecture, SDLC, Agile Methodologies, Microsoft SQL Server, Web Services, WCF, ASP.NET, SOA, Software Project..., SSRS, Business Analysis, XML, SSIS
Education
Virginia Tech
Master of Business Administration (M.B.A.)
Baylor University 2002 — 2004
MS, Computer Science
Osmania University 1998 — 2002
BE, Computer Science
Qlik May 2015 - Present
Infinity Info Systems November 2004 - April 2015
Dendrite International November 1999 - September 2004
PriceWaterhouseCoopers September 1998 - November 1999
Magic Solutions April 1995 - April 1998
Skills
Business Intelligence, QlikView, Data Modeling, Data Integration, SQL, Dashboard, Microsoft SQL Server, Databases, SDLC, Data Warehousing, Business Analysis, Requirements Analysis, Software Project..., Microsoft CRM, Software Quality..., Oracle, Business Analytics, Help Desk Support, Integration, Technical Support, Dashboards, Sage, SalesLogix, Qlik Sense
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1975 — 1980
MS
Minsk Radio-Engineering Institute 1975 — 1980
Phillips 66 2011 - Present
Aker Solutions 2013 - 2014
CGG 2010 - 2011
Gabbard & Company November 2008 - 2010
Centerprise Group October 2007 - November 2008
AXIA Resources January 2006 - October 2007
Resources Global Professionals September 2004 - December 2005
PricewaterhouseCoopers 1999 - 2004
DACG 1998 - 1999
Nabors Drilling International 1996 - 1998
Skills
Recruiting, Talent Management, Human Resources, Sourcing, Employee Relations, Management, Business Development, Executive Search, Interviews, Start-ups, Internet Recruiting, Program Management, Personnel Management, Temporary Placement, Benefits Negotiation
Education
Sam Houston State University 1997 — 1999
MBA
Baylor University - Hankamer School of Business 1991 — 1995
BBA
PricewaterhouseCoopers June 2010 - Present
North Highland, Inc. September 2009 - July 2010
BearingPoint August 1997 - September 2009
Arthur Andersen August 1900 - July 2002
Skills
IT Strategy, Management Consulting, Business Transformation, Strategic Planning, Business Process..., Strategy, Management, Acquisition Integration, PMO, Business Development, Finance, Business Process, Program Management, Leadership, Consulting, Performance Management, Mergers & Acquisitions, Team Leadership, Professional Services, Analysis, ERP, Supply Chain, Governance, Business Analysis, Project Portfolio..., Business Intelligence, Business Process..., Change Management, Business Strategy, Organizational Design, Process Improvement, Outsourcing, Procurement, Risk Management, Performance Improvement, Restructuring, Shared Services, Executive Management, Business Process Design, Finance Transformation
Education
Baylor University - Hankamer School of Business
BBA, Finance
Sempra Energy 2012 - 2012
Sempra Energy 2012 - 2012
Sempra Energy 2012 - 2012
TechFlow, Inc. 2011 - 2012
TechFlow, Inc. 2011 - 2012
TechFlow, Inc. 2011 - 2012
TechFlow, Inc. 2011 - 2012
Websense December 2007 - January 2011
HP Software 2011 - 2011
PriceWaterHouseCoopers September 2006 - October 2007
Education
University of Sunderland 2000 — 2001
MSc, Computing
Beijing University of Technology 1995 — 1999
BA, Management
RGP June 2014 - Present
numberFire May 2014 - Present
Reality Sports Online February 2014 - Present
Two Degrees June 2012 - February 2014
Deluxe Digital Studios January 2010 - October 2011
Warner Bros. Consumer Products 2006 - July 2009
Nestle USA 2005 - 2006
EADS North America 2004 - 2005
Ford Motor Company May 2003 - August 2003
PricewaterhouseCoopers 1998 - 2002
Skills
Financial Analysis, Financial Planning, Strategic Planning, Forecasting, Budgeting, Scenario Planning, Scenario Analysis, Financial Modeling, Financial Management, Corporate Finance, International Business, Variance Analysis, Financial Reporting, Management Presentations, Financial Accounting, SQL, Capital Budgeting, Staff Training, Coaching, Auditing, System Testing, Cross-functional Team..., Budgets, Managerial Finance, Finance, Accounting, Business Planning, Management, Strategic Financial..., Business Development, Process Improvement
Education
Washington University in St. Louis - Olin Business School 2002 — 2004
Master's of Business Administration, Finance, International Business
Miami University 1994 — 1998
Bachelor of Science, Accounting
Bellevue College 2014 — 2014
Business Intelligence
PricewaterhouseCoopers March 2011 - Present
Acquavella, Chiarelli, Shuster, Berkower & Co., LLP June 2010 - February 2011
Investment Banking Institute April 2010 - June 2010
Moore Stephens March 2008 - April 2010
Skills
Auditing, Accounting, Valuation, Due Diligence, Mergers, DCF, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Private Equity, Financial Reporting, SPSS, Microsoft Excel, QuickBooks
Education
Lehigh University 2006 — 2007
Master, Accounting and Information Analysis
Beijing Jiaotong University 2002 — 2006
Bachelor, Business Administration in Accounting
Georgia Tech Research Institute January 2013 - Present
Pruitt Ventures, Inc. November 2006 - Present
Georgia Institute of Technology June 2008 - January 2013
Fox Entertainment Group May 2005 - October 2006
Sony Pictures Entertainment December 2003 - May 2005
Twentieth Century Fox TV March 2000 - December 2003
The Walt Disney Company September 1995 - March 2000
PriceWaterhouseCoopers November 1993 - September 1995
Kenneth Leventhal & Co, LLP January 1992 - November 1993
Skills
Financial Reporting, Accounting, Budgeting, SOX, Cash Flow, Auditing, Entertainment, Financial Analysis, Forecasting, Planning, Due Diligence, Strategic Planning, Tax, Real Estate, Compliance, Administration, Financial Management, Excel, Supervisory Skills, Policy, Microsoft Office, GAAP, Word, Problem Solving, PeopleSoft, Internal Controls, Business Planning, Team Building
Education
University of Florida 1990 — 1991
Masters, Accounting
Baylor University - Hankamer School of Business 1985 — 1990
BBA, Accounting
Florida State University 1987 — 1988
Associate's degree, Accounting
PwC July 2015 - Present
PwC July 2012 - June 2015
PwC July 2009 - June 2012
PricewaterhouseCoopers January 2007 - June 2009
FOLIOfn, Inc 2006 - 2006
DataFlux 2006 - 2006
PwC 2006 - 2006
Skills
Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Controls, Auditing, US GAAP, Financial Accounting, Financial Analysis, SEC filings, Tax, Internal Audit, External Audit, Assurance, GAAP, Consolidation, SAP, Financial Modeling, Sarbanes-Oxley, Due Diligence
Education
Wake Forest University 2005 — 2006
Master of Science in Accountancy (MSA), Accounting
Belaruski Dzjaržauny Ekanamièny Universitet 2000 — 2005
Economics, Accounting
Capital Analytics July 2010 - Present
Capital Analytics July 2008 - July 2010
PricewaterhouseCoopers August 2006 - July 2008
Skills
External Audit, Big 4, Internal Controls, US GAAP, SEC filings, Auditing, GAAP, Financial Reporting, Sarbanes-Oxley Act, Accounting
Education
Baylor University - Hankamer School of Business 1999 — 2004
Bachelor of Business Administration (BBA), Accounting
Baylor University - Hankamer School of Business
Master's degree, Accounting
Connor Group April 2013 - Present
Virgin America December 2012 - April 2013
PricewaterhouseCoopers September 2008 - January 2011
The Clorox Company June 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, SEC filings, Valuation, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Auditing, Due Diligence, Financial Reporting, Accounting, Internal Controls, Venture Capital
Education
University of California, Berkeley
Beijing Language and Culture University 2011 — 2012
Chinese Intensive Program
Scharar Law Firm, PC April 2014 - Present
Anthony & Middlebrook, PC May 2012 - April 2014
Brackett & Ellis September 2009 - April 2012
Plante Moran January 2008 - October 2008
PricewaterhouseCoopers January 2004 - July 2006
Skills
Tax, Accounting, Tax Research, CPA, Tax Law, Tax Advisory, Property Tax, Estate Planning, Sales Tax, Trusts, Tax Accounting, Auditing, Income Tax, Tax Preparation, Estate Tax Planning, LLC, Big 4, Financial Statements, Real Estate, US Tax, Tax Returns, Mergers & Acquisitions, Commercial Litigation, Litigation, Due Diligence, Legal Research, Corporate Law, IRS
Education
Michigan State University College of Law 2006 — 2009
JD
Baylor University - Hankamer School of Business 2002 — 2003
MBA
Stephen F. Austin State University 1998 — 2002
BBA, Accounting
PwC June 2013 - Present
PricewaterhouseCoopers May 2006 - June 2013
Skills
Account Management, CRM, Management, MLP, Project Management, Financial Analysis, Due Diligence, Sales, Tax, Accounting, Tax Accounting, Training, Business Process..., Auditing
Education
Baylor University 2000 — 2005
Bachelors of Science, Forensic Science, Biology, Chemistry
PricewaterhouseCoopers August 2004 - Present
Education
Baylor University
Patriot Wealth Management, Inc. July 2004 - Present
Kanaly Trust Company December 2001 - July 2004
PricewaterhouseCoopers August 1992 - November 2001
Skills
Strategic Financial..., Auditing, Tax, Asset Management, Wealth Management, Investments, Investment Advisory, Portfolio Management, High Net Worth..., Leadership, Investment Management, Alternative Investments, Financial Analysis, Asset Managment
Education
Baylor University - Hankamer School of Business 1988 — 1992
Oldcastle BuildingEnvelope April 2014 - Present
Oldcastle BuildingEnvelope August 2012 - March 2014
Oldcastle BuildingEnvelope September 2010 - August 2012
PricewaterhouseCoopers May 2010 - September 2010
PricewaterhouseCoopers June 2007 - May 2010
PricewaterhouseCoopers June 2004 - June 2007
PricewaterhouseCoopers January 2003 - March 2003
Chevron May 2001 - August 2001
Chevron May 2000 - August 2000
Skills
Audit, US GAAP, GAAP, Financial Reporting, Auditing, IFRS, SOX Compliancy, Process Improvement, Training, Communication, Supervision, Internal Audit, Forecasting, Consolidation, Financial Analysis, CPA, Internal Controls, Sarbanes-Oxley Act, Finance
Education
Baylor University - Hankamer School of Business 2003 — 2004
Master's degree, Accounting
Baylor University - Hankamer School of Business 1999 — 2003
Bachelors Business Administration, Accounting
PwC August 2012 - Present
Ernst & Young 2009 - August 2012
Corporate Executive Board October 2007 - February 2009
PricewaterhouseCoopers November 2006 - October 2007
AEGON Direct Marketing Services, Inc. January 2001 - September 2006
Affiliated Computer Services 1998 - 2000
Skills
Account Management, Strategic Planning, Strategy, Management Consulting, Business Strategy, Business Development, Marketing Strategy, New Business Development, Competitive Analysis, Financial Services, Salesforce.com, Analytics, Sales Management, Professional Services, Sales, Project Management, Market Research, CRM, Lead Generation, B2B
Education
Baylor University - Hankamer School of Business 1996 — 1998
The University of Texas at Arlington - College of Business 1994 — 1996
Business Adminstration
Texas Rangers Baseball Club April 1999 - Present
PricewaterhouseCoopers 1995 - 1999
Education
Baylor University 1990 — 1995
Baylor University - Hankamer School of Business 1990 — 1995
Accounting
BMC Sofware May 2010 - Present
MillenniCom Consulting Group, LLC August 2006 - April 2010
PricewaterhouseCoopers July 1997 - August 2003
Lucent Technologies January 1996 - July 1997
Boeing Information Services January 1995 - September 1995
The Boeing Company September 1991 - December 1994
United States Navy January 1980 - December 1990
Skills
Disaster Recovery, Data Center, Servers, VMware, Windows Server, System Administration, Operating Systems, Unix, Solaris, Troubleshooting, Security, Technical Support, Network Security, Hardware, Integration, VPN, Networking, IIS
Education
Bellevue Community College 1989 — 1991
Computer Science transfer program
Caledonia-Mumford Central School 1973 — 1979
High School Diploma
PwC March 2011 - Present
PricewaterhouseCoopers July 2008 - March 2011
Career Placement Associates September 2007 - June 2008
Punch Public Relations August 2006 - December 2006
Skills
Executive Search, Recruiting, Management Consulting, College Recruiting, Public Relations, Microsoft Excel, Financial Analysis, Talent Management
Education
Baylor University 2003 — 2007
BA, Communications
Independent January 2014 - Present
FMC Technologies July 2012 - January 2014
Accenture January 2011 - July 2012
Rice University August 2009 - December 2010
Deloitte November 2008 - July 2009
Howard Frazier Barker Elliott Inc. January 2008 - April 2008
Fulcrum 2008 - 2008
Deloitte June 2007 - August 2007
PricewaterhouseCoopers January 2007 - April 2007
Skills
Financial Analysis, Finance, Risk Management, Business Strategy, Business Analysis, Project Management, Process Improvement, Due Diligence, Valuation, Quantitative Analytics, Process Engineering
Education
Rice University 2009 — 2010
Masters, Statistics, Computational Finance
University of Houston, C.T. Bauer College of Business 2005 — 2008
BBA, Finance, Accounting
Baylor University 1994 — 1996
Chemistry
Langham Creek High School 1993 — 1994
Elsik High School 1992 — 1993
St. Xaviers 1980 — 1991
Water & Air HVAC Products, Inc. March 2012 - Present
Texas Roadhouse April 2007 - March 2012
PricewaterhouseCoopers January 2005 - April 2007
Skills
Financial Accounting, Accounting, Sarbanes-Oxley Act, General Ledger, Internal Controls
Education
Bellarmine University 2000 — 2004
BA, Accounting, MBA
PricewaterhouseCoopers May 2009 - Present
Education
Baylor University - Hankamer School of Business 2005 — 2009
Shale-Inland 2012 - Present
INX Inc. 2005 - April 2012
PricewaterhouseCoopers 2000 - 2005
Cabot Oil & Gas 1990 - 1999
Skills
Accounting, Mergers & Acquisitions, Mergers, Leadership, Finance, Tax, SEC filings, Sarbanes-Oxley Act, Strategic Financial..., CPA, Employee Benefits, Internal Controls, Forecasting, Financial Reporting, Management, Start-ups, Auditing, Financial Analysis, Insurance
Education
Baylor University - Hankamer School of Business 1981 — 1985
BBA, Accounting
PricewaterhouseCoopers Consulting November 2010 - June 2012
Diamond Mangement & Technology Consultants July 2008 - November 2010
PricewaterhouseCoopers June 2007 - July 2007
The Coca-Cola Company May 2006 - July 2006
Skills
Tourism, Hospitality Industry, Digital Strategy, Business Strategy, Business Analysis, Project Management, Customer Experience, Customer Analysis, Requirements Analysis, Agile Project Management, Agile Methodologies, Management Consulting, Organizational Design, Business Process..., Business Transformation, IT Strategy, Entrepreneurship, Product Development
Education
Hampton University 2004 — 2008
Bachelor of Science
Beijing Foreign Studies University 2005 — 2005
Woodward Academy 1997 — 2004
Sumer & Associates, LLP February 2010 - Present
Digital Health Dialog, LLC December 2010 - Present
LaQuinta Corporation 2008 - 2008
American Airlines 1994 - 2000
PriceWaterhouseCoopers 1988 - 1991
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Corporate Finance, Internal Controls, Finance, GAAP, Tax, US GAAP, Financial Accounting, SEC filings, CPA, Sarbanes-Oxley Act, External Audit
Education
Baylor University 1984 — 1988
BBA, Accounting
The University of Texas at Arlington 1995 — 1997
MBA, Finance
LDR Spine December 2012 - Present
Blackbaud July 2010 - December 2012
Bridgepoint Consulting, LLC March 2004 - July 2010
Classic Communications, Inc. January 2000 - December 2003
PricewaterhouseCoopers June 1997 - December 1999
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, SEC filings, Sarbanes-Oxley, Revenue Recognition
Education
Baylor University - Hankamer School of Business 1992 — 1997
BBA, Accounting
Lake Zurich CUSD 95 August 2015 - Present
Township High School District 214 August 2014 - November 2014
Harley-Davidson Financial Services July 2011 - July 2014
PricewaterhouseCoopers September 2009 - May 2011
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, Microsoft Excel, CPA, Financial Reporting, Auditing, Accounting, US GAAP, SEC Filings
Education
Roosevelt University 2013 — 2015
Master of Arts (M.A.), Secondary Education and Teaching
Baylor University - Hankamer School of Business 2004 — 2009
BBA/MAcc, Accounting
Churchill Downs Inc. December 2010 - Present
Churchill Downs Inc. December 2004 - December 2010
Ventas 2004 - 2004
PricewaterhouseCoopers 1997 - 2004
Skills
SEC filings, Financial Analysis, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Cost Accounting, General Ledger, Sarbanes-Oxley
Education
Bellarmine University 1993 — 1996
Bachelor, Accounting
Ascensus December 2014 - Present
Ascensus July 2012 - December 2014
Ascensus August 2010 - July 2012
Advanta Bank Corp November 1996 - February 2009
Advanta Bank Corporation November 1996 - June 2006
Towers Perrin 1994 - 1996
PricewaterhouseCoopers 1994 - 1994
Education
Baylor University 1991 — 1993
MS, Math, Statistics
Northern Illinois University 1987 — 1991
BS, Math, Finance
Billingsley Company January 2014 - Present
Billingsley Company February 2011 - December 2013
PricewaterhouseCoopers October 2005 - February 2011
Tyler Technologies October 2004 - September 2005
RealPage, Inc. July 2004 - September 2004
Skills
Project Management..., Strategic Planning, SQL, Visio, Analysis, Project Management, Microsoft SQL Server, Unix, Security, Business Process, Information Technology, New Business Development, Business Analysis, Marketing, Windows Server, Technical Support, IT Strategy, IT Management, SharePoint, Active Directory, CRM, Software Documentation, Databases, Process Improvement, Networking, Vendor Management, System Administration, Management, Customer Service, Leadership, Business Process..., Contract Negotiation
Education
Baylor University - Hankamer School of Business 2000 — 2004
B.B.A, Management Information Systems
Fowler Residence June 2012 - Present
PricewaterhouseCoopers July 2004 - June 2012
Education
Baylor University - Hankamer School of Business 2000 — 2004
BBA, MIS
Standard Life Insurance of Indiana October 2005 - February 2009
Kindred Healthcare August 2004 - March 2005
AdminiStar Federal (Anthem/Wellpoint subsidiary) April 2000 - January 2004
AEGON USA (Agency Group Division) January 1990 - April 1999
Commonwealth Life Insurance (subsidiary of AEGON) July 1980 - December 1989
PricewaterhouseCoopers July 1978 - July 1980
Education
Bellarmine University 1985 — 1988
MBA, Business
Bellarmine University 1974 — 1978
BA, Accounting
Our Lady of Providence High School 1970 — 1974
Freddie Mac June 2007 - Present
PricewaterhouseCoopers 2004 - 2007
Education
Beijing Foreign Studies University
NEC June 2002 - Present
ENSCO International April 2001 - May 2002
AMFM January 1999 - March 2001
PricewaterhouseCoopers August 1998 - December 1998
KPMG September 1989 - August 1998
Skills
Telecommunications, Business Planning, Vendor Management, Networking, Contract Negotiation, Process Improvement, Team Leadership, Team Building, Management, Business Strategy, Strategic Planning, Negotiation, Change Management, Wireless, Sarbanes-Oxley Act, Accounting
Education
Baylor University - Hankamer School of Business 1984 — 1989
Financial Planning Association (FPA) May 2015 - Present
ARCADIS October 2009 - May 2015
PricewaterhouseCoopers September 2007 - October 2009
PricewaterhouseCoopers February 2005 - September 2007
Oracle 2004 - 2005
Complete Business Systems 2003 - 2004
Skills
Contract Management, Microsoft Office, Microsoft Excel, Administrative..., Sustainability, Event Planning, Event Management, Meeting Planning, Coordinate Meetings, Budgets, Time Management, Social Media, Manage Client..., Employee Engagement, Analysis, Office Management, Program Management, Project Planning, Outlook, Project Coordination, PowerPoint, Proposal Writing, Training, Leadership, Human Resources, Procurement, Administrative...
Education
Bellingham Technical College 2001 — 2003
Associate's Degree, Computer Software Support, 3.9
Meck Noonan & Co., LLC February 2014 - Present
Montgomery Coscia Greilich LLP February 2011 - January 2014
PricewaterhouseCoopers August 2009 - February 2011
Skills
Partnership Taxation, Income Tax, Accounting, Corporate Tax, CPA, Investments, Tax Research, High Net Worth..., Tax Accounting
Education
Baylor University - Hankamer School of Business 2004 — 2008
MAcc, Accounting
McGladrey January 2015 - Present
Ernst & Young June 2011 - June 2014
KPMG LLP 2006 - May 2011
PricewaterhouseCoopers 2000 - 2006
Skills
Corporate Tax, SEC filings, Tax, US GAAP, Accounting, Sarbanes-Oxley Act, Big 4, CPA, GAAP, Tax Research, Internal Controls
Education
Baylor University 1988 — 2000
Master, Tax
Baylor University
Master of Accounting, Accounting and Tax
PwC June 2014 - Present
PwC June 2011 - June 2014
PricewaterhouseCoopers January 2010 - June 2011
PricewaterhouseCoopers February 2009 - April 2009
Skills
Tax, Tax Accounting, Corporate Tax, Tax Research, Partnership Taxation, Oil and gas taxation, US GAAP
Education
Baylor University - Hankamer School of Business 2008 — 2009
Masters in Taxation
Baylor University - Hankamer School of Business 2005 — 2009
Bachelors in Business Administation, Economics and Accounting
EXCO Resources, Inc. July 2008 - Present
Lone Star Technologies 2006 - 2007
PricewaterhouseCoopers 1997 - 2006
Skills
Internal Controls, Sarbanes-Oxley Act, SEC filings, Risk Assessment, Auditing
Education
Baylor University - Hankamer School of Business
BBA, Accounting
Baylor University - Hankamer School of Business
Master of Business Administration (MBA), Accounting
PwC July 2015 - Present
PwC July 2013 - Present
PwC Australia December 2011 - July 2013
PricewaterhouseCoopers July 2009 - December 2011
Skills
US GAAP, Sarbanes-Oxley Act, Internal Controls, GAAP, Auditing, Financial Reporting, External Audit, CPA, Financial Accounting, Accounting, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Assurance, Big 4, IFRS, Process Improvement, Financial Audits, Revenue Recognition
Education
Baylor University 2001 — 2006
Masters of Accounting, Accounting
Baylor University - Hankamer School of Business 2001 — 2006
Masters of Accounting, Accounting
Sky Ranch February 2010 - Present
Mill Creek Ranch Resort January 2008 - December 2009
Lodging Host Hotel Corp December 2004 - December 2007
Homemade Gourmet March 2002 - November 2004
PricewaterhouseCoopers April 1997 - March 1999
HARVEY HOTEL January 1995 - March 1997
EMBASSY SUITES HOTEL September 1992 - January 1995
Skills
Trade Shows, Customer Service, Event Planning, Sales, Budgets, Strategic Planning, Team Building, Marketing, Marketing Strategy, Social Media, Microsoft Office, Advertising, Fundraising, Email Marketing, Social Media Marketing, Event Management
Education
Baylor University 1988 — 1992
Bachelor, Business Administration; Management
International Business Machines January 2002 - Present
PricewaterhouseCoopers 1998 - 2002
UOL Publishing, Inc. 1997 - 1998
Westcott Communications 1995 - 1997
NationsBank NA 1994 - 1995
Mobil Oil 1993 - 1994
Skills
Outsourcing, Global Delivery, Business Process, Vendor Management, Business Transformation, IT Strategy, Offshoring, IT Outsourcing, Service Delivery, PMP, PMO, Business Process..., IT Service Management, Transition Management
Education
Baylor University 1988 — 1993
B.B.A, Finance
ZirMed December 2014 - Present
Yum! Brands June 2013 - December 2014
Yum! Brands August 2010 - June 2013
Yum! Restaurants International 2008 - August 2010
Yum! Brands 2006 - 2008
PricewaterhouseCoopers 1997 - 2006
Skills
Accounting, Consolidation, Financial Reporting, GAAP, SEC filings, Strategy, Internal Controls, US GAAP
Education
Bellarmine University 1993 — 1996
BA, Accounting
PricewaterhouseCoopers LLP July 2014 - Present
PricewaterhouseCoopers July 2008 - June 2014
PwC July 2005 - June 2008
PwC July 2003 - June 2005
Skills
Accounting, Auditing, Risk Management, Information Technology, Banking, Investment Banking, Internal Controls, Sarbanes-Oxley Act, SAS70, Assurance, IT Audit, Investment Management, External Audit, CISA, Enterprise Risk..., Internal Audit, COSO, Big 4, CPA, Sarbanes-Oxley, Business Process..., Governance, Operational Risk..., Risk Assessment, Business Process, Operational Risk, Financial Services, Forensic Accounting, Financial Risk, Financial Audits, US GAAP, Capital Markets, GAAP, IFRS, Due Diligence
Education
Belmont Abbey College 1995 — 2000
BA, Accounting
Noble Energy October 2014 - Present
Noble Energy March 2014 - October 2014
Noble Energy July 2010 - March 2014
PricewaterhouseCoopers January 2004 - July 2010
Skills
US GAAP, Sarbanes-Oxley Act, SEC filings, Auditing, Financial Reporting, CPA, Financial Statements, Assurance, Financial Analysis, GAAP
Education
Baylor University - Hankamer School of Business 1999 — 2003
MAcc, Accounting
CICC May 2013 - Present
Goldman Sachs Gao Hua August 2012 - January 2013
PricewaterhouseCoopers July 2009 - June 2011
PricewaterhouseCoopers March 2009 - May 2009
Skills
Financial Modeling, Valuation, Bloomberg, Corporate Finance, Equity Research, Capital IQ, Financial Analysis, Bloomberg Terminal, Financial Statement..., Investment Banking, Business Valuation, Quantitative Analytics, Capital Markets, Finance, Investments, Risk Management, Derivatives
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master, Master of Science in Finance
Beijing Technology and Business University 2005 — 2009
Bachelor, Actuarial Science
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2008
Accounting
Greystone Communities January 2015 - Present
Greystone Communities, inc. January 2013 - December 2014
Greystone Communities, inc. April 2011 - December 2012
PricewaterhouseCoopers September 2009 - April 2011
Education
Baylor University - Hankamer School of Business 2008 — 2008
Masters of Accountancy, Accounting
Baylor University - Hankamer School of Business 2004 — 2008
BBA, Accounting
MCFA December 2013 - Present
PricewaterhouseCoopers July 2012 - Present
PwC July 2009 - June 2012
PwC August 2007 - July 2009
PwC February 2006 - May 2006
PwC June 2005 - August 2005
George Dethlefson, CPA September 2004 - May 2005
Skills
Income Tax, Tax Accounting, Tax Advisory, Corporate Tax, Partnership Taxation, Tax Research, Tax Returns, SEC filings, US GAAP, Internal Controls, GAAP, IFRS, Oil & Gas Industry, Oil & Gas Accounting, Transfer Pricing, CPA
Education
Baylor University - Hankamer School of Business 2006 — 2007
Master's degree, Taxation
Baylor University - Hankamer School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
PricewaterhouseCoopers February 2013 - February 2013
Skills
Microsoft Office, coral video studio
Education
the University of Vermont 2014 — 2016
Master's degree, Accounting
Beijing Institute of Technology 2010 — 2014
Bachelor of Business Administration (BBA), Accounting