The Siegfried Group
Industry: Company
DescriptionHeadquarters: Wilmington, Delaware, United States Founded: 1988 Subsidiary: Siegfried & Schieffer Llc
The Siegfried Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Siegfried Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Siegfried Group Salaries. You can even request information on how much does The Siegfried Group pay if you want to. Learn about salaries, pros and cons of working for The Siegfried Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
742 The Siegfried Group employees in database. Find out everything there's to know about The Siegfried Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The Siegfried Group Employees
Thermo Fisher Scientific March 2015 - Present
Thermo Fisher Scientific November 2013 - March 2015
Life Technologies July 2012 - November 2013
Life Technologies July 2010 - July 2012
Inlab Ventures LLC January 2009 - July 2010
The Siegfried Group July 2007 - December 2008
Deloitte & Touche September 2004 - June 2007
Skills
Program Management, Team Leadership, Venture Capital, Mergers, Entrepreneurship, Portfolio Management, Portfolio Optimization, Financial Reporting, Financial Analysis, Corporate Development, Start-ups, Competitive Analysis, Forecasting, Analysis, Analytics, Financial Modeling, Mergers & Acquisitions, Business Strategy, Cross-functional Team..., Valuation, Strategy, Business Development, Management Consulting, Due Diligence, Corporate Finance, Private Equity, Market Research, Business Process..., Strategic Partnerships, Product Management, Commercialization, Business Planning, Business Analysis, Acquisition Integration, Strategic Planning, Leadership, SEC filings, Finance, Executive Management, Management, Revenue Recognition, Sarbanes-Oxley Act, Strategic Consulting, Managerial Finance, Data Analysis, Market Analysis, Risk Management, Strategic Financial..., Auditing, Business Intelligence
Education
University of California, Santa Barbara
BS, Business Economics with Emphasis in Accounting
The Siegfried Group September 2015 - Present
PwC September 2012 - September 2015
Apple December 2011 - September 2012
Sauder School of Business at UBC May 2010 - April 2012
Sauder Learning Technology Services April 2011 - September 2011
University of British Columbia Information Technology July 2009 - May 2010
Wistron April 2009 - September 2009
Costco Wholesale April 2008 - September 2009
UBC REC January 2008 - April 2009
Skills
Tech savy, Financial Accounting, Employee Management, Teamwork, Customer Service, Microsoft Excel, Accounting, Microsoft Office, Tech Savy, PowerPoint, Microsoft Word, Financial Analysis, Time Management, Sales, Banking, Business Analysis, Leadership, Team Leadership, Data Analysis, Risk Management, Process Improvement, Project Management, Marketing, Project Planning, Program Management, Business Strategy, Management, Budgets, Financial Modeling, Event Planning, Change Management, Team Building, Market Research, Analysis, Research, Auditing, Coaching, Financial Reporting, Strategic Planning, Marketing Strategy, Internal Controls
Education
CA School of Business 2012 — 2014
CPA,CA, Accounting & Assurance
The University of British Columbia 2007 — 2011
BCOM, Accounting
Self-Employed CPA July 2010 - Present
Internal Revenue Service June 2009 - June 2010
Smith, Lange & Phillips LLP January 2009 - June 2009
The Siegfried Group January 2007 - June 2008
Abbott, Stringham & Lynch November 2002 - October 2006
DeMott & Smith, P.C. January 1999 - September 2002
Skills
Tax, Accounting, Auditing, Income Tax, Internal Controls, Managerial Finance, Financial Statements, Tax Preparation, CPA, Tax Research, Financial Analysis, Account Reconciliation, Tax Returns
Education
State University of New York College at Geneseo 1994 — 1998
Bachelor of Science (B.S.), Accounting
Kaiser Permanente August 2012 - Present
The Siegfried Group August 2010 - August 2012
Darfin Capital November 2009 - October 2010
Mano Productions Inc February 2008 - February 2009
Robert Half International July 2006 - January 2009
Lafarge NA January 2003 - May 2006
Harmonic International 2003 - 2004
Black & Decker, Inc May 2000 - December 2002
Skills
Business Process, Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, Analysis, ERP, Financial Analysis, Risk Assessment, SAP, Audit, Finance, SOX, Quality Assurance, Management, Accounting, Forecasting, Project Management
Education
Shepherd University 1996 — 2001
BS, Accounting
Shepherd University 1996 — 2001
Bachelor of Science (BS), Accounting and Finance
Virginia Tech
The Siegfried Group January 2014 - Present
Grant Thornton LLP January 2011 - November 2013
KPMG January 2009 - March 2009
Skills
Accounting, Audit, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, US GAAP, SEC filings, Financial Analysis, Financial Statements, External Audit, Account Reconciliation, Microsoft Excel, Auditing, General Ledger, Variance Analysis, SAP, US Tax, GAAP, Journal Entries, Accruals, SEC Filings, Tax
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2010
BSBA/MSBA, Accounting
Smoky Hill High School 2001 — 2005
The Siegfried Group September 2013 - Present
WeiserMazars LLP December 2010 - September 2013
Mazars April 2007 - August 2010
Skills
US GAAP, GAAP, Auditing, IFRS, Internal Controls, External Audit, Financial Reporting, Financial Accounting, Accounting, Consolidation, General Ledger, Financial Analysis, Financial Audits, Revenue Recognition, Property Accounting, Caseware, ePace, Microsoft Office, Tax Accounting, Income Tax, Financial Statements
Education
University of Cape Town 2006 — 2007
Postgraduate Diploma in Accounting (PGDA), Accounting
University of Cape Town 2005 — 2006
Postgraduate Diploma in Law in Tax Law, Tax Law/Taxation
University of Cape Town 2002 — 2004
Bachelor's Degree, Bachelor of Commerce in Financial Accounting
Deutsche Schule Kapstadt 1990 — 2001
The Siegfried Group June 2015 - Present
The Siegfried Group April 2013 - June 2015
Westfield November 2012 - April 2013
Laureate International Universities October 2009 - November 2012
McGladrey & Pullen September 2006 - October 2009
Skills
Consolidation, US GAAP, Financial Reporting, SEC filings, Financial Accounting, Financial Analysis, Revenue Recognition, Hyperion HFM, Mergers & Acquisitions, IPO, Acquisition Integration, IFRS, Operational Analysis, Auditing, Tax Accounting, Corporate Tax, Manufacturing, Automotive, Real Estate, Partnership Accounting, Sarbanes-Oxley Act, CPA
Education
Towson University 2002 — 2006
BS, Accounting
Westport Innovations Inc. June 2015 - Present
Edwards School of Business, University of Saskatchewan May 2014 - Present
The Siegfried Group October 2014 - May 2015
PwC September 2011 - October 2014
Brinkman & Associates Reforestation Ltd May 2009 - September 2011
SFU Economic Student Society September 2006 - April 2011
Burnaby North Community Association - Comshare May 2006 - August 2010
Skills
Accounting, Financial Analysis, Leadership, Training, Auditing, Financial Accounting, Public Speaking, Financial Reporting, Internal Controls, Finance, IFRS, US GAAP, Payroll, Project Management, PCAOB standards, SOX 404
Education
CA School of Business 2011 — 2014
Chartered Accountant (CA)
University of Saskatchewan 2012 — 2013
Master of Professional Accounting (MPAcc)
Simon Fraser University 2006 — 2011
BBA Honours, Accounting Honours, Finance Concentration, Extended Minor in Economics
Vysoká škola ekonomická v Praze 2010 — 2010
Exchange Certificate, Business (Accounting; Finance)
Burnaby North Secondary School 2001 — 2006
High School
Deloitte December 2014 - Present
The Siegfried Group August 2013 - November 2014
Deloitte July 2011 - August 2013
PwC May 2007 - August 2008
Skills
Internal Controls, Accounting, Auditing, Financial Reporting, Financial Accounting, US GAAP, External Audit, IFRS, Assurance, Financial Audits, Financial Statements, General Ledger, Great Plains Software, Fixed Assets, Tax Preparation, Tax Accounting, Accounts Receivable, Big 4, Accounts Payable
Education
The University of Memphis 2010 — 2011
Masters of Accountancy (Macc), Auditing
University of Tennessee-Knoxville 2004 — 2009
Bachelor of Science, Business Administration - Accounting
Sony Network Entertainment Int'l (SNEI) August 2015 - Present
The Siegfried Group November 2011 - August 2015
Novogradac & Company LLP January 2006 - October 2011
Jamba Juice Support Center November 2004 - December 2005
Skills
Accounting, Internal Controls, Auditing, Financial Modeling, QuickBooks, Corporate Tax, General Ledger, Financial Analysis, GAAP, Valuation, Investments, Access, Financial Accounting, Financial Reporting
Education
University of California, Berkeley 2000 — 2004
2004, Legal Studies, Business Administration
The Siegfried Group January 2015 - Present
McGladrey October 2014 - December 2014
McGladrey October 2013 - September 2014
McGladrey November 2012 - September 2013
Bernard Shaw Auditors July 2010 - August 2012
Bernard Shaw Auditors June 2007 - May 2010
Snowball Effect January 2003 - December 2006
Skills
Financial Reporting, Microsoft Excel, Outlook, Budgets, Teaching, BDCs, Private Equity, Public Equity Offerings, Auditing, Accounting, Finance
Education
University of South Africa/Universiteit van Suid-Afrika 2010 — 2011
Bcompt Honours, Accounting and Finance
University of South Africa/Universiteit van Suid-Afrika 2007 — 2009
Conversion Course to BCompt Degree, Accounting and Finance
Stellenbosch University/Universiteit Stellenbosch 2004 — 2007
Bachelor's degree, Entrepreneurship and Accounting
TrueUp.co May 2015 - Present
MycroNews, Inc. April 2013 - May 2015
The Honest Company April 2014 - November 2014
The Rubicon Project September 2013 - July 2014
CNM LLP 2013 - 2014
Mobile Messenger April 2012 - April 2013
The Siegfried Group 2011 - 2012
Cornerstone OnDemand April 2010 - January 2011
PricewaterhouseCoopers 2007 - 2010
University at Buffalo 2003 - 2007
Skills
Business Planning, Adobe Creative Suite, Video Production, Video Editing, Film Production, Financial Analysis, Business Strategy, Startup Development, Market Research, Startup Marketing, Early-stage Startups, Character Animation, Start-ups, Management, Budgets, Entrepreneurship
Education
State University of New York at Buffalo - School of Management 2003 — 2007
Bachelor's, Accounting
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK 2003 — 2007
Bachelor of Science; of 2007; School, Business Administration; Registered Accounting Program; Management
The Siegfried Group December 2012 - Present
Deloitte & Touche LLP February 2012 - December 2012
Deloitte & Touche LLP May 2008 - January 2012
BMO June 2003 - May 2008
Education
CA School of Business 2009 — 2010
Simon Fraser University 2004 — 2009
Bachelor of Business Administration (BBA), Accounting
Point Grey
ACE Group May 2014 - Present
Capital One February 2012 - April 2014
ING DIRECT March 2010 - February 2012
The Siegfried Group January 2005 - February 2010
Healthcare Business Credit Corporation October 2003 - December 2004
Cahaba GBA June 2000 - October 2003
Skills
Auditing, Accounting, Financial Statements, General Ledger, Balance, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, GAAP, SEC filings, Internal Audit, Sarbanes-Oxley, Financial Statement...
Education
Temple University - Fox School of Business and Management 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Integrated Beverage Group September 2015 - Present
Signature Analytics 2015 - 2015
JAB Wireless, Inc. 2012 - 2015
Downing Street CPAs 2008 - 2012
The Siegfried Group 2007 - 2008
The Broe Group 2003 - 2007
Somera Communications 2001 - 2003
Citrix Online 2001 - 2001
Star Telecom 1998 - 2001
Deloitte & Touche 1996 - 1997
Skills
IFRS, GAAP, Due Diligence, M&A due diligence, M&A experience, Negotiation, Corporate Finance, Accounting, International Accounting, SEC reporting, Capital Markets, Forecasting, Modeling, SEC filings, Mergers & Acquisitions, Financial Accounting, Start-ups, Private Equity, Auditing
Education
University of California, Santa Barbara 1992 — 1996
Bachelors
Warner Bros. Entertainment Group of Companies June 2015 - Present
Warner Bros. Entertainment Inc. June 2014 - May 2015
The Siegfried Group April 2013 - June 2014
DLC August 2012 - April 2013
Pacific Gas & Electric May 2011 - July 2012
Pacific Gas & Electric April 2009 - May 2011
Pacific Gas and Electric July 2006 - March 2009
PricewaterhouseCoopers September 2003 - July 2006
Skills
Auditing, Accounting, Financial Analysis, Internal Controls, GAAP, Account Reconciliation, Consolidation, Process Improvement, SEC filings, Project Management, Financial Reporting, Financial Accounting, Financial Planning, Investor Relations, Staff Development, Royalties, US GAAP, Financial Statements, Variance Analysis, Revenue Recognition, Sarbanes-Oxley, CPA, General Ledger, Forecasting, Financial Audits, SAP, Big 4, Business Process..., Journal Entries, SOX 404
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Notre Dame - Mendoza College of Business 1999 — 2003
Bachelor of Business Administration (BBA)
AIG April 2014 - Present
AIG September 2013 - April 2014
AIG June 2012 - September 2013
AIG September 2010 - June 2012
Chartis July 2009 - September 2010
The Siegfried Group September 2006 - December 2008
KPMG 2003 - 2006
Skills
Financial Reporting, Accounting, Financial Analysis, Insurance, Internal Controls, Sarbanes-Oxley Act
Education
University of Arizona 1997 — 2003
Master of Science (M.S.), Bachelor of Science (B.S.), Accounting
The Siegfried Group September 2014 - Present
Skills
Public Company..., IFRS, Financial Reporting, International Financial..., Canadian Tax, REIT, Corporate Tax, Financial Statements, Income Tax, Assurance, Sarbanes-Oxley Act, Financial Analysis, Tax, External Audit, Internal Controls
Education
Canadian Institute of Chartered Accountants 2011 — 2013
Chartered Accountant Designation, Accounting
Simon Fraser University 2007 — 2011
BBA, First Class Honors Accounting and Finance
The Siegfried Group February 2014 - Present
Barlow & Douglas CPAs December 2012 - January 2014
Ahern Rentals February 2011 - December 2012
L.L. Bradford January 2008 - February 2011
Grant Thornton LLP June 2006 - December 2007
Skills
Auditing, Accounting, Financial Reporting, CPA, General Ledger, Assurance, SEC filings, Accounts Receivable, US GAAP, Financial Accounting, Data Migration, System Integration
Education
The University of New Mexico 2005 — 2006
Master of Business Administration (MBA), Operations and Management Science
The University of New Mexico 2002 — 2005
Bachelor of Business Administration (BBA), Accounting, Cum Laude
Square September 2012 - Present
The Siegfried Group September 2010 - September 2012
Deloitte & Touche, LLP September 2003 - September 2010
Deloitte Australia June 2007 - October 2007
Merrill Lynch May 2002 - August 2002
Skills
Financial Reporting, Accounting, Financial Analysis, Initial Public Offerings, SEC reporting, Due Diligence, Forecasting, Auditing, Valuation, IPO, Finance, Start-ups, SEC filings, Entrepreneurship, Financial Statements, Leadership, Consolidation, Management, Training, IFRS, Internal Controls, Cash Flow
Education
Haas School of Business, UC Berkeley 2011 — 2014
MBA, Business, (w/ honors top 10%)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
Bachelors of Business Administration, Business/Accounting
Santa Fe High School 1994 — 1998
High Scool
The Siegfried Group January 2015 - Present
WeiserMazars LLP November 2011 - December 2014
Skills
Financial Reporting, Auditing, Microsoft Excel, Financial Analysis, US GAAP, Accounting, GAAP, Internal Controls, Management, Microsoft Office, Tax, PowerPoint, Assurance, Sarbanes-Oxley Act
Education
Seton Hall University 2011 — 2012
Master's degree, Professional Accounting, 3.8
State University of New York at Albany 2007 — 2011
Bachelor of Science (BS), Accounting and Finance, 3.7
The Siegfried Group December 2014 - Present
The Siegfried Group April 2012 - Present
The Siegfried Group December 2010 - April 2012
Guess March 2010 - November 2010
20th Century Fox April 2007 - March 2010
pricewaterhousecoopers September 2005 - April 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Finance, Strategy, Financial Reporting, Accounting, Auditing, Financial Analysis, Forecasting, Management, Leadership, Business Planning, Budgets, Internal Audit, US GAAP, GAAP, Leadership Development, Business Development, Recruiting, Sales
Education
University of California, Santa Barbara
BA, Business Economics/Accounting
Reata Pharmaceuticals January 2012 - Present
Reata Pharmaceuticals July 2010 - January 2012
Fannie Mae November 2009 - June 2010
The Siegfried Group December 2007 - March 2010
XM Radio 2008 - 2008
Ernst & Young December 2004 - December 2007
Capital Senior Living 2006 - 2007
USPI 2002 - 2004
Susan Greenwood CPA 2001 - 2003
Susan Greenwood CPA 2001 - 2003
Skills
Accounting, Auditing, Management, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Pharmaceutical Industry, Internal Controls, Internal Audit, Finance
Education
The University of Texas at Arlington 1996 — 2000
BBA
The Siegfried Group January 2015 - Present
The Coca-Cola Company July 2011 - December 2014
Ernst & Young October 2007 - July 2011
Education
University of Alabama 2006 — 2007
Master of Accountancy
University of Alabama 2002 — 2006
Undergraduate, Accounting
Standish Management, LLC May 2012 - Present
The Siegfried Group October 2011 - April 2012
Cornerstone OnDemand May 2010 - October 2011
KPMG May 2005 - April 2010
Skills
Financial Reporting
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
University of Southern California 2001 — 2005
BS, Finance
University of Southern California 2001 — 2005
BS, Accounting
Horizon Blue Cross Blue Shield of New Jersey July 2012 - July 2013
Pfizer January 2010 - September 2010
The Linde Group April 2008 - January 2009
The Linde Group March 2007 - March 2008
BOC September 2005 - March 2007
The Siegfried Group 2004 - 2004
PILPERCA 2001 - 2003
Otepi Consultores 2000 - 2001
Otepi Consultores 1997 - 2000
Skills
Finance, Project Management, Financial Analysis, Project Portfolio..., Budgets, Forecasting, SAP, PMO, Process Improvement, Financial Reporting, Project Planning, Analysis, Business Process, PMP, Integration, Leadership, Auditing, Business Process...
Education
Universidad Simón Bolívar
MBA
Universidad Metropolitana (VE)
Diplomat
Universidad Católica Andrés Bello
Bachelor of Sciences
CredSimple. March 2015 - Present
U.S. Department of Health and Human Services - Office of Inspector General May 2005 - Present
The Siegfried Group April 2004 - May 2005
Deloitte & Touche November 2003 - April 2004
U.S. Department of Health and Human Services - Office of the Inspector General June 2002 - November 2003
JP Morgan November 1995 - March 2002
Skills
Auditing, Accounting, Financial Analysis, Financial Reporting, Internal Controls, Fraud, Healthcare Audits, Medicare Audits, Medicaid Audits, TeamMate EWP, Internal Audit, CPA, GAAP, General Ledger, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Tax, Account Reconciliation, Sarbanes-Oxley, Tax Preparation, Financial Audits
Education
Western Governors University 2011 — 2013
Master of Business Administration
St. Francis College 1997 — 2002
Bachelor of Science
Berkeley College-New York 1995 — 1996
Associate in Applied Science
Carr, Riggs & Ingram, LLC July 2007 - Present
The Siegfried Group December 2005 - June 2007
Services Distribuweb October 2004 - December 2005
Lafarge May 2003 - October 2004
Ernst & Young January 1999 - May 2003
Skills
CPA, Assurance, IT Audit, Financial Audits, Forensic Accounting, Sarbanes-Oxley, Information Technology..., Auditing, Internal Controls, Insurance Regulatory, SoC, CISA, SSAE16, SSAE 16
Education
Université du Québec à Montréal 2000 — 2001
DESS, Accounting
Université du Québec à Montréal
B.S., Accounting
The Siegfried Group September 2013 - Present
ParenteBeard LLC July 2009 - September 2013
ParenteBeard LLC May 2008 - August 2008
Skills
Audits of Employee..., Auditing, Financial Statements, US GAAP, GAAP, Audits of..., IDEA Data Analysis..., PFX Engagement, Microsoft Office, Internal Controls, Accounting, Microsoft Office Suite, Audits of Commercial..., Management, Revenue Recognition, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting
Education
Temple University - Fox School of Business and Management 2005 — 2009
Bachelor of Science (B.S.), Accounting
Kubota September 2015 - Present
Oil States International January 2013 - September 2015
Ernst & Young February 2011 - December 2012
The Siegfried Group February 2011 - July 2011
Sabre Holdings September 2010 - February 2011
Shivas Consulting November 2009 - May 2010
BDO Seidman, LLP November 2009 - May 2010
PricewaterhouseCoopers September 2008 - August 2009
PricewaterhouseCoopers August 2005 - August 2008
ADP Media Group May 2004 - May 2005
Skills
Sarbanes-Oxley Act, Sarbanes-Oxley, SOX 404, SOX Compliancy, COSO Framework, COSO, US GAAP, GAAP, PCAOB standards, Auditing, Financial Reporting, Accounting, CPA, Financial Accounting, Financial Analysis, Internal Audit, Assurance, Internal Controls, Financial Audits, Revenue Recognition, Impairment Testing, Physical Inventory, Inventory Accuracy, Project Scope..., Scope Planning, External Audit, SEC filings, Due Diligence, Derivatives, QuickBooks
Education
Texas Christian University 2001 — 2005
BBA, Accounting, Finance, and Philosophy
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2007
N/A, Accounting
The University of Texas at Arlington 2005 — 2005
N/A, Accounting
Crowley High School 1997 — 2001
High School Diploma, Regular/General High School/Secondary Diploma Program, 3.2 out of 4.0
The Siegfried Group June 2008 - Present
The Siegfried Group April 2007 - June 2008
The Siegfried Group January 2005 - April 2007
American Restaurant Group November 2003 - December 2004
Black Angus November 2003 - December 2004
Grant Thornton May 2000 - November 2003
Wolrige Mahon Chartered Accountants May 1996 - May 2000
Skills
Financial Analysis, Forecasting, Financial Reporting, Accounting, Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, Leadership, GAAP, Tax, Consolidation, Financial Accounting, Strategy, US GAAP, SEC filings, Revenue Recognition, IFRS, External Audit, IT Audit, Big 4, Financial Statements
Education
The University of British Columbia 1993 — 1997
B.Com, Accounting
Killarney 1988 — 1993
EY January 2014 - August 2014
The Siegfried Group November 2011 - October 2012
Stryker Orthopaedics November 2009 - June 2011
Ernst & Young October 2005 - November 2009
Skills
Financial Reporting, Auditing, Month End Close, SOX, Big 4, CPA, Global Operations, Accounting, IFRS, US GAAP, Inventory Valuation, Inventory Consultant, Financial Statements, Assurance, SEC filings, Sarbanes-Oxley Act, Revenue Recognition, GAAP, Internal Controls
Education
University at Albany 2001 — 2005
BS, Accounting
The Army Public School
Terumo Medical Corporation August 2014 - Present
BNY Mellon January 2014 - August 2014
FMC Corporation September 2013 - December 2013
DuPont December 2011 - July 2013
TA Instruments October 2008 - October 2011
Bank of America September 2006 - August 2007
The Siegfried Group June 2004 - August 2006
Uniteed States Container Corporation August 2002 - August 2003
Skills
Microsoft Excel, SAP, Coins, Lotus Notes, Navision, QuickBooks, Great Plains Software, ACLS, XBRL, SQL, RUP, Peachtree, Monarch, Russian, French, Sarbanes-Oxley Act, Financial Analysis, Strategic Planning, Financial Reporting, Accounting, Internal Audit, New Business Development, Forecasting, Auditing, Finance, Financial Accounting, Analysis, Account Reconciliation
Education
University of Delaware 2007 — 2008
MS, Accounting
Tufts University 1996 — 2000
BA, Quantitative Economics
Tufts University 1996 — 2000
BA, French
The Siegfried Group January 2015 - Present
McGladrey October 2011 - December 2014
RSM McGladrey, Inc. October 2009 - October 2011
Broadridge Financial Solutions June 2009 - October 2009
Markle Foundation December 2006 - June 2009
North Shore LIJ Health System March 2004 - September 2006
Office of City Councilman James Gennaro June 2005 - September 2005
Skills
Accounting, Accounts Payable, Financial Statements, Financial Accounting, Auditing, Microsoft Excel, Financial Reporting, Tax, QuickBooks, Microsoft Word, Outlook, Invoicing, PowerPoint, Microsoft Office, Budgets, Accounts Receivable, Access, Excel, Word, Internal Controls, Data Analysis, Customer Service
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2011
BS/MS, Public Accounting
Benjamin N. Cardozo High School 2002 — 2006
High School Diploma
Arrowstreet Capital October 2011 - Present
The Siegfried Group September 2004 - September 2011
Grant Thornton July 1999 - September 2004
Skills
Auditing, Internal Controls, Accounting, Tax, Financial Statements, Financial Audits, Corporate Tax, Corporate Finance, Assurance, Financial Services, Business Process, Manufacturing
Education
University of Massachusetts Boston 2006 — 2008
MBA
St. Francis Xavier University 1994 — 1999
Bachelor of Business Administration, Accounting
St. Francis Xavier University 1994 — 1999
Bachelor of Science, Biology
Fidelis Care July 2014 - Present
Fidelis Care NY July 2012 - July 2014
Joseph T. Sorbello Consulting Services April 2009 - July 2012
IS Partners June 2006 - April 2009
GR Consulting (Now Grant Thorton) June 2004 - May 2006
ACE Group June 2003 - June 2004
GR Consulting April 2002 - June 2003
The Siegfried Group January 2001 - January 2002
PwC Consulting 1998 - 2000
American Water 1990 - 1998
Skills
SOX, Process Engineering, Audit, Compliance, Internal Audit, SAS70, Internal Controls, Auditing, Sarbanes-Oxley Act, Process Improvement, Sarbanes-Oxley, Accounting, General Ledger, Banking, Financial Reporting, Enterprise Risk..., Financial Audits, Insurance, IT Audit, Accounts Payable, Financial Analysis, Business Process..., Account Reconciliation, Business Analysis, Business Process..., Management Consulting, Finance, Risk Management, Governance, Management, GAAP, SEC filings, Forecasting, Financial Modeling, US GAAP, Strategic Financial..., Analysis, Six Sigma, Consulting, Leadership
Education
The National Graduate School 2010 — 2011
M.S., Quality Systems Management
Widener University 1985 — 1989
Bachelor of Science, Business Administration
The Siegfried Group September 2013 - Present
McGladrey LLP January 2012 - September 2013
Tenk Loubser & Associates January 2009 - December 2011
Chameleon Group Holdings & Counteractive Accountants January 2007 - December 2008
Exceed Group Ltd January 2005 - December 2006
Tenk Loubser Inc. January 2001 - December 2004
Skills
Auditing, Accounting, Assurance, Financial Reporting, Tax, Financial Accounting, Financial Statements, GAAP, External Audit, Private Equity, US GAAP, Trusts, Income Tax, Private Clients, Strategic Financial..., Financial Planning, SEC Financial Reporting
Education
Stellenbosch University/Universiteit Stellenbosch 1998 — 2001
Bachelor of Commerce (B.Com.), Accounting
The Siegfried Group December 2013 - Present
PwC January 2009 - December 2013
Pitcher Partners June 2008 - December 2008
EisnerAmper LLP January 2008 - April 2008
Greenwoods Chartered Accountants January 2004 - December 2007
Skills
Mergers & Acquisitions, Due Diligence, IFRS, Internal Controls, Financial Analysis, Financial Reporting, Financial Modeling, US GAAP
Education
University of South Africa/Universiteit van Suid-Afrika 2004 — 2005
Honours in Financial Accounting
University of Cape Town 2002 — 2003
Post-graduate degree in Management
University of Stellenbosch 1999 — 2001
Undergraduate degree in Management Accounting
The Siegfried Group November 2013 - Present
Ernst & Young January 2011 - May 2013
Ernst & Young January 2010 - October 2011
Ernst & Young September 2007 - January 2010
Skills
Tax, Financial Reporting, Auditing, Valuation, Assurance, Restructuring, International Tax, Internal Controls, Accounting, IFRS, Transfer Pricing, Financial Statements, US GAAP, Business Valuation, External Audit, Financial Analysis, Financial Accounting, Finance, Management, GAAP, Sarbanes-Oxley Act, Financial Modeling, Corporate Finance, Analysis, Due Diligence, Financial Audits
Education
Association for Financial Professionals (AFP) 2014 — 2015
Corporate Financial Planning & Analysis Certification
CA School of Business 2007 — 2009
Chartered Accountant
The University of British Columbia 2004 — 2007
Bachelor of Commerce, Accounting, Finance and International Business
WU (Vienna University of Economics and Business)
International Exchange, Finance, International Business
The Siegfried Group September 2014 - Present
PwC January 2011 - August 2014
US Navy August 2003 - June 2006
Skills
Microsoft Excel, External Audit, US GAAP, Financial Reporting, Internal Controls, IFRS, Financial Accounting
Education
Villanova University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
United States Naval Academy 2006 — 2008
Econometrics and Quantitative Economics
The Siegfried Group October 2014 - Present
Deloitte September 2013 - September 2014
Deloitte September 2011 - September 2013
McGladrey January 2011 - September 2011
Deloitte August 2007 - March 2009
Deloitte September 2005 - August 2007
Skills
External Audit, IFRS, Internal Controls, US GAAP, Auditing, Sarbanes-Oxley Act, Financial Reporting, Big 4, Financial Accounting, SEC filings
Education
University of Richmond 2001 — 2005
Bachelor's Degree, B.S. Business Administration in Accounting
University of Richmond 2001 — 2005
Bachelor's Degree, B.A. Leadership Studies
University of Bath 2003 — 2003
School of Management
Newmark Grubb Knight Frank June 2009 - Present
CBI Group November 2004 - May 2009
The Siegfried Group 2004 - 2004
Mahaffy & Associates, Inc. 2003 - 2004
Christiana Care Health System 1999 - 2000
NYS Office of the Attorney General - Onondaga County 1997 - 2000
Skills
Customer Service, Event Planning, Microsoft Office, Business Development, Operations Management, Database Admin, Executive Support, Real Estate, Negotiation, Marketing, Contract Negotiation, Recruiting, Budgets, Microsoft Excel, Project Management, PowerPoint, Social Media, Strategic Planning, Outlook, Management, Time Management, Leadership
Education
Syracuse University 1996 — 2000
BM, Music Performance
Syracuse University
Bachelor of Arts (B.A.)
Finance, Sales & Marketing Advisory Services 2013 - Present
Assurant 2006 - December 2012
The Siegfried Group 2004 - 2006
Ernst & Young 1999 - 2004
Skills
Internal Controls, Financial Reporting, Auditing, Internal Audit, Forecasting, Risk Management, Mergers, Due Diligence, Cross-functional Team..., GAAP, Process Improvement, Managerial Finance, Finance, Strategy, Strategic Planning, Financial Analysis, Analysis, Insurance, Mergers, Sarbanes-Oxley Act
Education
University of Miami - School of Business 2010 — 2011
Master of Business Administration (M.B.A.)
State University of New York at Buffalo - School of Management
Bachelor of Science (B.S.), Accounting & Finance
Certified Public Accountant (CPA), State of New York
Lennar December 2014 - March 2015
Encore! Glass July 2014 - November 2014
The Siegfried Group November 2013 - February 2014
Personalis, Inc May 2013 - October 2013
ASSIA, Inc. June 2010 - April 2013
McGladrey & Pullen February 2009 - June 2010
Mohler, Nixon & Williams November 2007 - February 2009
PricewaterhouseCoopers 2002 - 2007
Skills
Income Tax, US GAAP, Auditing, Revenue Recognition, Accounting, SEC filings, GAAP, Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, External Audit, Consolidation, Assurance, Big 4, Financial Reporting, SEC Filings, General Ledger, Account Reconciliation, Financial Analysis, Management, Financial Accounting, Internal Audit
Education
University of California, Santa Cruz 1998 — 2002
Bachelor of Arts, Business Management in Economics
KPMG October 2012 - Present
JPMorgan Chase April 2014 - Present
Freddie Mac / MHA-C November 2012 - December 2013
The Siegfried Group September 2009 - October 2012
JPMorgan Chase April 2010 - September 2012
Deloitte & Touche LLP 2007 - 2009
Deloitte & Touche 2006 - 2006
Marcus Asset Group 2005 - 2005
Heritage Auto Plaza 2003 - 2005
Skills
Microsoft Excel, Auditing, Project Management, Monthly Close Process, Financial Reporting, Financial Services, Accounting, Equities, Analysis, Leadership, CPA, Investment Banking, Financial Audits, Financial Analysis, Sarbanes-Oxley, Derivatives, Internal Controls, Sarbanes-Oxley Act, Financial Modeling
Education
Syracuse University 2003 — 2007
BS, Accounting & Finance
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Accounting, Finance
Wells Fargo Bank June 2011 - Present
The Siegfried Group January 2010 - June 2011
JPMorgan Chase July 2001 - March 2009
Barclays Global Investors July 1999 - July 2001
ProBusiness August 1998 - July 1999
20th Century Fox May 1995 - August 1998
KPMG Peat Marwick January 1993 - May 1995
Skills
Financial Modeling, Financial Analysis, Forecasting, Strategic Financial..., Analysis, Strategic Planning, Accounting, Business Strategy, Management, Mergers & Acquisitions, Budgets, Business Analysis, Finance, Financial Services, Integration, Project Management, Project Planning, Strategy
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Business/Managerial Economics
The Siegfried Group 2015 - Present
University of Delaware January 2013 - Present
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Photoshop, Final Cut Pro, InDesign, Premiere
Education
University of Delaware 2012 — 2016
Bachelor of Arts (BA), Mass Communication/Media Studies
The Siegfried Group August 2014 - Present
PwC January 2011 - August 2014
PricewaterhouseCoopers May 2009 - January 2011
TD Canada Trust June 2007 - June 2009
Skills
Canadian GAAP, Financial Accounting, Corporate Tax, Accounting, Financial Reporting, Financial Analysis, Income Tax, Auditing, Tax, Financial Modeling, IFRS, Valuation, Corporate Finance, US GAAP, Internal Controls, Cash Flow, External Audit, SEC filings, Banking, Consolidation, Assurance, Business Valuation, Account Reconciliation, Accounts Payable, Sarbanes-Oxley Act, GAAP, Financial Services, Financial Audits, Internal Audit, Financial Statements, Tax Accounting, Due Diligence, Tax Preparation, Management Accounting, Cash Flow Forecasting, Managerial Finance, Cost Accounting, Team Leadership, Finance, Variance Analysis
Education
CA School of Business 2009 — 2011
The University of British Columbia 2006 — 2011
Bachelor of Commerce (B.Com.), Accounting co-op
The University of Hong Kong 2009 — 2009
Exchange, Business Administration
The Siegfried Group February 2013 - Present
Grant Thornton LLP November 2010 - February 2013
B&M Tax Advisors January 2010 - April 2010
Ernst & Young March 2006 - March 2009
Skills
Financial Reporting, Auditing, Financial Accounting, Internal Controls, Accounting, GAAP, IFRS, Tax, US GAAP, Corporate Tax, Financial Analysis, Income Tax
Education
University of Cape Town 2004 — 2005
Master of Commerce, Accounting
University of Cape Town 2001 — 2004
Bachelor of Commerce (B.Com.), Accounting
Dematic April 2015 - Present
EY June 2014 - March 2015
UPS June 2013 - June 2014
Acuity Brands Inc April 2012 - June 2013
The Siegfried Group March 2004 - February 2011
Deloitte June 2000 - March 2004
Skills
Financial Reporting, SEC filings, Auditing, Internal Audit, Accounting, Sarbanes-Oxley Act, Internal Controls, GAAP, CPA, General Ledger, US GAAP, Financial Accounting, IFRS, External Audit, Essbase, Financial Statements, Corporate Tax, Tax Research, Payroll, Forecasting, Tax, Managerial Finance, Hyperion Enterprise, Account Reconciliation, QuickBooks, PeopleSoft, Employee Benefits, Cash Flow, Accounts Receivable, Accruals, Cost Accounting, Consolidation, Big 4, Financial Modeling, Revenue Recognition, Due Diligence, Assurance, Income Tax, Financial Analysis, Forensic Accounting, Process Improvement, Mergers & Acquisitions, Variance Analysis, Tax Accounting, Journal Entries, Fixed Assets, Sarbanes-Oxley, Accounts Payable, Cash Management, Strategic Financial...
Education
The University of Texas at Austin - The Red McCombs School of Business
Master, Accounting
The University of Texas at Austin - The Red McCombs School of Business
Bachelor, Accounting
The Siegfried Group January 2015 - Present
L-3 Communications February 2014 - January 2015
L-3 Communications July 2012 - February 2014
PricewaterhouseCoopers October 2008 - July 2012
Skills
Auditing, Financial Reporting, GAAP, Internal Audit, Internal Controls, Management, Payroll, PeopleSoft, Sarbanes-Oxley Act, CPA, Financial Analysis, Assurance, Finance
Education
The University of Georgia 2003 — 2008
Master of Accountancy, Audit
The Siegfried Group July 2015 - Present
KPMG US October 2013 - June 2015
OUM & Co. LLP September 2011 - October 2013
Henry C. Levy & Company, CPAs and Consultants March 2008 - April 2011
Skills
Due Diligence, Start-ups, Accounting, Tax, Auditing, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Internal Audit, SEC filings, US GAAP, GAAP, Microsoft Excel, Microsoft Office, SEC Filings
Education
UC Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Economics
The Chinese University of Hong Kong 2010 — 2010
The Siegfried Group May 2015 - Present
Time Warner Cable 2014 - May 2015
Time Warner Cable 2010 - 2013
Time Warner Cable 2009 - 2010
KPMG US 2007 - 2008
Skills
Customer Service, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Strategic Planning, Sarbanes-Oxley Act
Education
The Citadel 2003 — 2007
Bachelor of Science (B.S.), Business Administration Concentration in Accounting
Glowpoint, Inc. October 2013 - Present
Real Goods Solar, Inc. December 2012 - September 2013
Zayo Group May 2011 - December 2012
The Siegfried Group December 2010 - May 2011
Accounting Generalist 1999 - May 2011
MYR Group October 2009 - December 2010
BT Conferencing February 2007 - October 2009
KPMG September 2004 - November 2006
Skills
Accounting, Revenue Recognition, Internal Controls, Financial Statements, Account Reconciliation, Journal Entries, Financial Reporting, SEC filings, Financial Analysis, GAAP, Financial Accounting, Sarbanes-Oxley Act, Variance Analysis, US GAAP, Cost Accounting, General Ledger, Consolidation, IFRS, Internal Audit, Auditing, Forecasting, Finance, Payroll, Accounts Receivable, Mergers & Acquisitions, Accounts Payable, Analysis, Financial Audits, Budgets, CPA, Due Diligence, Tax, Sarbanes-Oxley, Great Plains Software, SAP, Corporate Tax, Process Improvement, ERP, External Audit, Cash Flow, Accruals, Bookkeeping, Invoicing, Acquisition Integration, Tax Preparation, Assurance, Fixed Assets, Telecommunications, SOX 404, SEC Filings
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2004
Master of Science and Bachelor of Science, Accounting, Taxation
Centaurus High School 1996 — 1999
The Siegfried Group January 2015 - Present
The Siegfried Group January 2011 - Present
Houston CPA Society October 2010 - Present
Innovar Partners October 2008 - January 2011
EY April 2008 - October 2008
EY May 2002 - April 2008
ARTHUR ANDERSEN (Official) September 2000 - May 2002
Skills
Internal Controls, US GAAP, SEC filings, Auditing, Sarbanes-Oxley Act, Accounting, Internal Audit, Mergers & Acquisitions, Financial Analysis, Due Diligence, CPA, GAAP, IFRS, Finance, General Ledger, SEC Filings
Education
The University of Texas at San Antonio
Master's Degree
The University of Texas at San Antonio
Bachelor's Degree
Bandera High School
The Siegfried Group January 2014 - Present
The Siegfried Group January 2012 - December 2013
The Siegfried Group October 2005 - December 2011
KPMG LLP July 2003 - October 2005
Pacific Gas & Electric June 2002 - August 2002
Arthur Andersen & Co. June 2001 - August 2001
Skills
Financial Analysis, Corporate Finance, External Audit, Internal Audit, Microsoft Office, Auditing, Accounting, Budgets, Forecasting, Sarbanes-Oxley Act, Internal Controls, Financial Audits, Strategic Financial..., Analysis, Tax
Education
Syracuse University 2000 — 2003
BS, Accounting
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
Bachelor of Science, Accounting
West Springfield High School
Mayer Electric Supply Co., Inc. January 2011 - Present
Mayer Electric Supply Co., Inc. April 2008 - December 2010
The Siegfried Group August 2005 - March 2008
Ernst & Young February 2004 - June 2005
Molton, Allen & Williams Mortgage Co., LLC 2000 - 2004
Education
University of Alabama at Birmingham 1997 — 2000
B.S, Accounting
The Siegfried Group January 2015 - Present
Wells Fargo Securities March 2014 - January 2015
Wells Fargo Securities July 2013 - March 2014
The Siegfried Group October 2011 - July 2013
Atlantic Capital Bank July 2010 - October 2011
Delta Air Lines July 2008 - July 2010
EY July 2003 - July 2008
Skills
Financial Reporting, Internal Controls, Accounting, SEC filings, Auditing, Financial Analysis, US GAAP, GAAP, Financial Statements, Financial Accounting, Sarbanes-Oxley, External Audit, Consolidation, Finance, SEC Filings, Sarbanes-Oxley Act, CPA
Education
Texas A&M University - Mays Business School 1998 — 2003
BBA / MS, Accounting / Finance
The Siegfried Group April 2015 - Present
First Data Corporation December 2013 - March 2015
Ernst & Young June 2006 - December 2013
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, US GAAP, IFRS, External Audit, Assurance, Financial Accounting, SEC Filings, Finance, Accounting
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
Master's degree, Accounting
South Carolina State University 2002 — 2006
Bachelor's degree, Accounting
The Siegfried Group October 2014 - Present
CPA Canada (Chartered Professional Accountants Canada) May 2014 - Present
Smythe Ratcliffe LLP (member firm of PKF International Limited) September 2011 - June 2014
Ernst & Young LLP September 2010 - September 2011
Aer Marketing Inc. May 2008 - October 2010
St. John Ambulance January 2007 - September 2010
Faculty of Medicine, University of British Columbia September 2009 - June 2010
Ernst & Young May 2009 - August 2009
St. John Ambulance June 2007 - February 2009
Skills
Financial Reporting, Assurance, Financial Accounting, Accounting, IFRS, Tax, Account Reconciliation, Financial Analysis, Cash Flow, Internal Controls, Financial Modeling, Tax Preparation, Internal Audit, Financial Statements, Corporate Finance, Auditing, Income Tax, Corporate Tax, Financial Audits, Accounts Payable, External Audit, Bookkeeping, General Ledger, US GAAP, GAAP, Tax Advisory, QuickBooks, Variance Analysis, Consolidation, Tax Accounting, Cost Accounting, Sarbanes-Oxley Act, Managerial Finance, Accounts Receivable, Canadian GAAP, Due Diligence, Valuation, Tax Returns, Preparation, Financial Statement..., Big 4, Business Valuation, Bank Reconciliation, International Tax, Forecasting
Education
The University of British Columbia 2005 — 2010
BCom (Hons), Finance and Accounting
Winston Churchill
The Siegfried Group October 2014 - Present
CBIZ Tofias / Mayer Hoffman McCann PC May 2008 - September 2014
Logista Chartered Accountants January 2005 - April 2008
Skills
Financial Reporting, Auditing, Accounting, Business Services, Financial Statements, Analysis, US GAAP, IFRS, Financial Statement..., Financial Variance..., Financial Analysis, Internal Controls, GAAP, Financial Accounting, Sarbanes-Oxley Act, CPA, External Audit
Education
Stellenbosch University/Universiteit Stellenbosch 2004 — 2004
Hons.B.Acc, Auditing and Accounting
Stellenbosch University/Universiteit Stellenbosch 2001 — 2003
B.Acc, Accounting
The Siegfried Group December 2014 - Present
Johnson Lambert LLP August 2014 - December 2014
Johnson Lambert LLP June 2013 - July 2014
Wells Fargo August 2011 - May 2013
Johnson Lambert & Co. LLP September 2008 - August 2011
Skills
SEC filings, XBRL, Microsoft Office, Internal Controls, Financial Analysis, Internal Audit, Financial Accounting, Auditing, US GAAP, CPA, Sarbanes-Oxley Act, External Audit, Financial Statements, Clarity FSR, Financial Reporting, Accounting, Insurance, Audits of Employee..., Non-profits..., Statutory Audit, SEC Filings, GAAP
Education
The College of William and Mary - The Mason School of Business 2007 — 2008
Masters, Accountancy
The College of William and Mary - The Mason School of Business 2003 — 2007
BBA, Accounting, Summa Cum Laude
The Siegfried Group November 2012 - Present
ConvergEx Group February 2009 - November 2012
Grant Thornton LLP September 2006 - February 2009
Skills
CPA
Education
The George Washington University 2002 — 2006
Bachelor of Accountancy
The Siegfried Group September 2014 - Present
The Siegfried Group October 2013 - August 2014
Deloitte Canada September 2009 - September 2013
Vancouver English Centre September 2003 - August 2009
Skills
Financial Accounting, IFRS, Accounting, External Audit, GAAP, Auditing, Financial Reporting, Business Analysis, Assurance, US GAAP, Internal Audit, Sarbanes-Oxley Act
Education
CA School of Business 2009 — 2011
CA
Simon Fraser University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Pinetree Secondary School 2001 — 2004
NE Kelly & Associates, LLC April 2011 - Present
Metis Group LLC June 2009 - April 2011
Braver PC October 2008 - May 2009
The Siegfried Group August 2006 - October 2008
Deloitte September 2002 - August 2006
Skills
Audit, Review,..., Accounting and Tax..., Tax Planning and..., Non-profit Accounting..., Pension Plan Audit and..., Financial Consulting..., Business Planning and..., Financial Projection..., Business Valuation..., Personal Financial..., Forensic Accounting, Business Planning, Internal Controls, GAAP, SEC filings, Business Valuation, Financial Statements, Financial Accounting, Accounting, Auditing, CPA, Tax, US GAAP, Sarbanes-Oxley Act
Education
College Notre Dame d'afrique
Saint Cloud State University - G.R. Herberger College of Business
Bachelor of Science (BS), Accounting
Suffolk University - Sawyer School of Management
Master of Business Administration (M.B.A.), Accounting and Finance
University of Abidjan
The Siegfried Group February 2015 - Present
Sony Music Entertainment July 2008 - October 2014
Deloitte September 2006 - July 2008
Ernst & Young June 2005 - August 2005
Skills
Auditing, Sarbanes-Oxley Act, Financial Reporting, Account Reconciliation, Variance Analysis, Internal Controls, Accounting, Financial Statements, GAAP, US GAAP, Microsoft Office
Education
The College of New Jersey 2002 — 2006
Bachelor, Accounting
Keller Williams Realty, Inc. January 2014 - Present
Ascend June 2010 - May 2015
Realty Group 2013 - January 2014
Deloitte 2010 - 2012
Braver P.C. 2008 - 2010
The Siegfried Group 2006 - 2008
KPMG January 2004 - December 2005
CIGNA 1999 - 2003
Skills
Strategy, Project Management, Real Estate Advisory..., Real Estate Transactions, Sellers, Buyer Representation, First Time Home Buyers, Investment Properties, Start-ups, Management Consulting, Business Strategy, Leadership, Risk Management, Process Improvement, Internal Controls, Financial Analysis, Finance, Accounting, Management, Auditing, Analysis, Marketing, Sales
Education
The University of Connecticut School of Business 1996 — 1999
Business Administration, Accounting
Hancock Natural Resource Group September 2015 - Present
The Siegfried Group September 2014 - August 2015
CBIZ Tofias July 2011 - September 2014
QRGA LLP June 2010 - June 2011
Clifton Gunderson LLP January 2008 - May 2010
Skills
Auditing, GAAP, Financial Reporting, Accounting, Tax, Internal Controls, Financial Accounting, CPA, Tax Preparation, Financial Analysis, Assurance, IFRS
Education
Towson University 2006 — 2008
B.S.
Homestead High School 1998 — 2002
Wilmington Trust October 2009 - February 2010
Kelly Services February 2009 - August 2009
The Siegfried Group November 2004 - January 2009
Reckson Associates November 1999 - May 2004
The Galleon Group September 1997 - September 1999
Skills
Talent Management, Employee Relations, Human Resources, Recruiting
Education
University of Delaware 1993 — 1997
BS, Finance
Getty Images June 2014 - Present
The Siegfried Group June 2013 - May 2014
Akorn, Inc January 2013 - May 2013
KPMG LLP May 2012 - November 2012
Ernst & Young LLP August 2009 - February 2012
Skills
CPA, IPO, Real Estate, Internal Controls, Financial Reporting, Auditing, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Financial Modeling, Accounting, External Audit, Internal Audit, Valuation, GAAP, SEC filings, Tax, IFRS, Due Diligence
Education
State University of New York at Buffalo - School of Management 2004 — 2009
B.Sc, Accounting, Finance
Investment Banking Institute Training
Padma Seshadri Bala Bhavan
High School
The Siegfried Group September 2015 - Present
BDO USA, LLP October 2012 - September 2015
Sunstreet Mortgage, LLC August 2011 - October 2012
Skills
Accounting, Auditing, Financial Statements, GAAP, Financial Reporting, Account Reconciliation, Internal Controls, Accounts Payable, Financial Accounting, US GAAP, CPA, Assurance, Financial Analysis, Sarbanes-Oxley Act, Tax, Accounts Receivable, External Audit, Microsoft Excel, Tax Accounting
Education
University of Arizona, Eller College of Management 2010 — 2011
Bachelor of Science in Business Administration , Accounting
University of Arizona 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Yocum Family, Houston Division March 2013 - Present
The Siegfried Group October 2011 - March 2013
Waste Management, Inc. July 2009 - October 2011
The Lionstone Group August 2008 - July 2009
Ernst & Young July 2005 - August 2008
Skills
SEC filings, GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Auditing, CPA, US GAAP, Financial Analysis, Financial Accounting, Internal Audit, Sarbanes-Oxley, Consolidation, General Ledger, External Audit, Variance Analysis, Financial Statements, Assurance
Education
The University of Texas at Austin 2000 — 2005
Bachelor of Business Administration, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2005
Master in Professional Accounting, Accounting
Stephen F. Austin High School 1996 — 2000
The Siegfried Group October 2013 - Present
Kollaboration New York January 2013 - October 2013
PricewaterhouseCoopers January 2008 - October 2013
Red Velvet Events, Inc. February 2004 - June 2005
Skills
Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act, SOX 404, Accounting, Financial Analysis, External Audit, Assurance, Financial Reporting, Financial Accounting, SEC Financial Reporting, Risk Management, Sarbanes-Oxley, CPA, Financial Modeling
Education
The University of Texas at Austin 2002 — 2007
Masters, Accounting
LEO Pharma March 2015 - Present
LEO Pharma March 2013 - March 2015
LEO Pharma May 2011 - March 2013
Triax Pharmaceuticals October 2010 - May 2011
Triax Pharmaceuticals December 2008 - October 2010
The Siegfried Group July 2007 - December 2008
Deloitte October 2003 - June 2007
Skills
Accounting, SEC filings, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, GAAP, Internal Controls, US GAAP, CPA, Forecasting, Auditing, SEC Filings, Financial Audits
Education
Seton Hall University 2002 — 2004
Master's of Science in Professional Accounting, Accounting
Seton Hall University 1999 — 2003
Bachelor's of Science in Business Administration, Accounting
The Siegfried Group June 2015 - Present
Plante Moran January 2011 - May 2015
Skills
Auditing, GAAP, Assurance, Financial Reporting
Education
The University of Akron 2009 — 2010
MS, Accounting
The Ohio State University - The Max M. Fisher College of Business 2004 — 2009
BSBA, Accounting
The Siegfried Group September 2015 - Present
KPMG US October 2012 - August 2015
Ahold June 2011 - August 2011
Skills
Microsoft Excel, Accounting, Financial Analysis, Corporate Finance, Analytical Skills
Education
Shippensburg University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
CR Bard November 2013 - Present
CR Bard January 2012 - November 2013
CR Bard January 2011 - January 2012
CR Bard May 2010 - January 2011
Two Degrees April 2010 - June 2010
The Siegfried Group December 2007 - March 2010
The Siegfried Group December 2007 - March 2010
BDO May 2005 - January 2007
Smith and Howard September 2003 - April 2005
Skills
Forecasting, Mergers, Budgeting, GAAP, Financial Reporting
Education
University of Alabama at Birmingham 2002 — 2003
Masters of Accounting
University of Alabama 1998 — 2002
Bachelor of Science
Mickey Mart Foodstores April 2015 - Present
AmTrust Financial Services, Inc. (AFSI) March 2008 - April 2015
The Siegfried Group December 2006 - March 2008
University Hospitals Health System November 2003 - December 2006
Ernst & Young October 2001 - November 2003
Skills
Accounting, Auditing, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Internal Controls, Financial Accounting, Management, Finance, US GAAP, Microsoft Word, Analysis, Assurance, Budgets, Internal Audit, Process Improvement
Education
The Ohio State University Fisher College of Business 1996 — 2001
Saint Ignatius
The Siegfried Group May 2008 - May 2009
RemX Financial Staffing November 2003 - April 2008
Quad656 March 2003 - November 2003
Robert Half International March 1998 - February 2003
Skills
Recruiting
Education
Tulane University 1993 — 1997
BA, English
Twitter May 2015 - Present
TellApart November 2013 - May 2015
SendMe, Inc. October 2012 - November 2013
SendMe, Inc. November 2009 - October 2012
Zynga Game Network, Inc. September 2009 - November 2009
Berkeley Advisors, LLC June 2008 - August 2009
MySQL March 2008 - June 2008
The Siegfried Group July 2005 - March 2008
Deloitte & Touche, LLP September 2002 - July 2005
Harmony Foods May 2002 - September 2002
Skills
Accounting, Auditing, Leadership, Consolidation, Revenue Recognition, Team Management, US GAAP, Account Reconciliation, Internal Controls, Financial Reporting
Education
University of California, Santa Cruz 1998 — 2002
Bachelor of Arts (BA), Business/Managerial Economics, Accounting Emphasis
Columbia University in the City of New York February 2015 - Present
Columbia University in the City of New York January 2011 - January 2015
The Siegfried Group October 2010 - December 2010
Hexcel Corporation June 2008 - December 2009
PricewaterhouseCoopers March 2005 - March 2008
XBRL US, Inc. 2007 - 2007
Diageo July 2003 - March 2005
Diageo May 2002 - June 2003
The New York Times Company May 1999 - January 2002
The New York Times Company February 1996 - May 1999
Skills
Process Engineering, Software Implementation, Auditing, Accounting, Risk, Internal Controls, IT Audit, Internal Audit, External Audit, Financial Audits, Financial Analysis, Financial Accounting, Account Reconciliation, Business Process..., Business Analysis, Software Project..., Enterprise Software, Sarbanes-Oxley Act, Financial Risk, Management, Access, Risk Assessment, Finance, Financial Reporting, Enterprise Risk...
Education
Texas Christian University - M.J. Neeley School of Business 1980 — 1985
Bachelor of Business Administration, Accounting
Nolan High School 1977 — 1980
FDIC September 2012 - Present
MSCI Barra June 2010 - September 2012
Primatics Financial June 2009 - July 2010
Fox-Pitt Kelton Cochran Caronia Waller January 2008 - June 2009
The Siegfried Group 2005 - 2008
US. Department of Treasury 2002 - 2005
Education
The George Washington University - School of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and International Business
National Oilwell Varco February 2013 - Present
The Siegfried Group October 2012 - February 2013
Personal time off July 2011 - October 2012
PepsiCo July 2009 - July 2011
PepsiCo January 2008 - July 2009
ArcelorMittal (formerly Mittal Steel) August 2006 - January 2008
RR Donnelley December 2005 - August 2006
Ernst & Young LLP September 2001 - December 2005
Skills
Financial Accounting, Accounting, SAP, Customer Service, Data Entry, Sarbanes-Oxley Act, Sarbanes-Oxley, General Ledger, Financial Statements, Account Reconciliation, Journal Entries
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MS, Accountancy
Trinity University 1996 — 2000
BS, Business Administration
Clifton Douglas, LLP August 2014 - Present
The Siegfried Group August 2011 - August 2014
Santa Barbara Bank & Trust March 2009 - August 2011
KPMG August 2006 - October 2008
UC Santa Barbara September 2004 - June 2006
Damitz Brooks Nightingale Turner and Morrisset January 2005 - April 2006
Skills
Financial Reporting, Variance Analysis, SEC filings, 10K, 10Q, XBRL, General Ledger, Month End Close, Journal Entries, Account Reconciliation, Bank Reconciliation, Budget Process, Technical Accounting..., Project Management, Process Improvement, Employee Training, Teaching, Cognos, PeopleSoft, nVision, Microsoft Excel, Microsoft Word, Lacerte, Accounting, Mergers & Acquisitions, Financial Statements, Sarbanes-Oxley Act, GAAP, Internal Controls, Auditing, Sarbanes-Oxley, Consolidation, Forecasting, External Audit, US GAAP, Budgets, Financial Accounting, Bookkeeping, Big 4, IFRS, Cash Flow, SEC Financial Reporting, Accounting Research, Accounts Payable, Accounts Receivable, Training, Analysis, Finance, Revenue Recognition, CPA
Education
University of California, Santa Barbara 2001 — 2006
B.A.
The Siegfried Group November 2012 - Present
EKS&H 2012 - 2013
GHP Horwath, P.C. February 2010 - November 2012
KPMG July 2007 - September 2009
Skills
SEC filings, Due Diligence, Auditing, External Audit, IPO, SAP, Assurance, US GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Accounting
Education
Tulane University - A.B. Freeman School of Business 2000 — 2007
Master's degree, Accounting
Avery Dennison August 2014 - Present
RGP January 2013 - August 2014
Parma Community General Hospital February 2009 - November 2012
MemberHealth, LLC October 2007 - August 2008
Navigant Consulting July 2007 - August 2007
The Siegfried Group November 2004 - July 2007
Ernst & Young October 2002 - October 2004
Heinen's December 1993 - December 2002
Skills
Financial Analysis, Accounting, Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, US GAAP, Financial Accounting, GAAP, External Audit, Consolidation, General Ledger, Big 4, Non-profits, Account Reconciliation
Education
The University of Akron 1998 — 2002
BS, Accounting
Amgen November 2014 - Present
Robert Half Management Resources August 2012 - November 2014
Vaco February 2012 - August 2012
Resources Global Professionals December 2011 - February 2012
Warner Bros. Entertainment Group of Companies September 2007 - December 2011
The Siegfried Group December 2006 - September 2007
The Walt Disney Company November 2004 - December 2006
Warner Bros. Entertainment Group of Companies November 1999 - November 2004
Skills
Consolidation, Accounting, Sarbanes-Oxley Act, Budgets, Financial Reporting, SEC filings, Finance, Financial Analysis, IFRS
Education
University of California, Berkeley
B.A., Economics
The Siegfried Group December 2014 - Present
The Siegfried Group June 2013 - December 2014
Ernst & Young September 2009 - May 2013
Skills
Sarbanes-Oxley Act, Assurance, Internal Controls, Auditing, US GAAP, Accounting, GAAP, SEC filings, External Audit, Big 4, CPA, Internal Audit, Sarbanes-Oxley, Finance, SOX 404, SEC Filings, Relationship Building, Recruiting
Education
University of Dayton 2008 — 2009
Master of Business Administration (MBA)
University of Dayton 2004 — 2008
Bachelor of Science (B.S.), Accounting & Entrepreneurship
Health Strategies Group July 2014 - Present
American Water October 2012 - June 2014
Wolters Kluwer July 2009 - September 2012
AC Lordi Consulting June 2008 - June 2009
VWR May 2008 - June 2008
LEAF Financial Corporation January 2008 - May 2008
Health Products Research February 2005 - January 2008
The Siegfried Group May 2004 - February 2005
LEAF Financial Corporation January 2004 - May 2004
MediMedia USA March 2002 - January 2004
Skills
Miscrosoft Office..., Advanced Excel, Hyperion Pillar, Hyperion Enterprise, Hyperion HFM, Oracle 9i, People Soft, Accpac, SAP, Miscrosoft Solomon, Microsoft Great Plains, Miscrosoft Dynamics, Microsoft Excel, Microsoft Office, PeopleSoft, Oracle, Microsoft Technologies, Financial Reporting, Hyperion Planning, Forecasting, Internal Controls, Process Improvement, Mergers & Acquisitions, Business Strategy, Consolidation, Managerial Finance, Variance Analysis, Finance, Financial Accounting, General Ledger, SEC filings, Sarbanes-Oxley, Corporate Tax, Cost Accounting, Account Reconciliation, Business Planning, JD Edwards, Great Plains Software, Strategic Planning, Cash Flow, Financial Statements, Accounting, Internal Audit, GAAP, Financial Analysis, Budgets, Fixed Assets, Accounts Payable, Auditing, Tax
Education
Temple University - Fox School of Business and Management 1984 — 1988
BS, Accounting, 3.1
Father Judge 1980 — 1984
The Siegfried Group January 2005 - Present
Education
Susquehanna University 1995 — 1999
Main Line Health October 2008 - Present
Main Line Health May 2005 - October 2008
Jefferson Health System September 2003 - May 2005
The Siegfried Group 2000 - 2003
Pricewaterhouse Coopers 1998 - 2000
Skills
Healthcare, Auditing, Compliance, Internal Controls, Risk Management, HIPAA, Healthcare Consulting, Hospitals, Medicare, Revenue Cycle, Healthcare Industry, Medicaid
Education
Temple University - Fox School of Business and Management 2002 — 2004
MBA, Healthcare Management
University of Pennsylvania - The Wharton School 1994 — 1998
Deloitte September 2015 - Present
The Siegfried Group September 2013 - Present
Deloitte September 2011 - September 2013
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Office, Accounting, Valuation, Internal Controls, Auditing, Financial Accounting, US GAAP, PowerPoint, Strategic Planning, GAAP, Market Research
Education
The University of Texas at Austin 2006 — 2010
Master's degree, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
BPZ Resources, Inc November 2008 - Present
National Oilwell Varco Inc 2006 - 2008
The Siegfried Group 2005 - 2006
Ernst & Young, LLP 2003 - 2005
Ernst & Young, LLP 1999 - 2003
Dillards January 1995 - January 1998
Bank of America January 1992 - January 1995
US Army January 1987 - January 1991
Skills
Corporate Governance, Capital Budgeting, Debt & Equity Financing, Debt and Equity..., Financial Forecasting, Mergers & Acquisitions, Contract Negotiation, Inital Public Offerings, Oil and Gas Accounting, Project Accounting, Technical Accounting..., Financial Analysis, Financial Reporting, SEC filings, Financial Planning, Auditing, Corporate Finance, IPO, Sarbanes-Oxley Act, Analysis, Accounting, Finance, Internal Controls, CPA, Proxy Statements, Tax Accounting, Consolidation, EDGAR filings, System Implementations, IFRS Accounting, Microsoft Office
Education
The University of Texas at Austin
Bachelors, Business Administration
The University of Texas at Austin
Masters, Professional Accounting
The Siegfried Group October 2013 - Present
Dhukka & Partners, PLLC June 2012 - August 2013
Deloitte September 2009 - February 2012
Skills
US GAAP, SEC filings, Internal Controls, Financial Reporting, GAAP, Financial Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Master in Professional Accounting, Financial Reporting and Assurance
St. Edward's University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Ciena June 2013 - Present
Ciena April 2011 - June 2013
The Siegfried Group November 2007 - April 2011
Deloitte & Touche September 2003 - October 2007
Skills
Financial Reporting, Internal Controls, US GAAP, Accounting, Auditing, SEC filings, Financial Analysis, Financial Accounting, Internal Audit, General Ledger, Financial Statements, Consolidation, Sarbanes-Oxley
Education
University of Kansas 2000 — 2003
Bachelor of Science (BS), Accounting
Neosho County Community College 1999 — 2000
A.A., Psychology
JCFL 1998 — 1999
The Siegfried Group ManagerSiegfried Group LLP2006 - 2008
The Siegfried Group LLP 2006 - 2008
Education
St. Cloud State University - Herberger Business School 1992 — 1996
Rockport Wealth Advisors December 2013 - Present
212 Capital Group/Financial Advisor and Registered Representative at New England Securities September 2009 - December 2013
The Siegfried Group August 2005 - November 2008
Grant Thornton LLP 2002 - 2004
Education
The Ohio State University 1997 — 2001
BSBA, Accounting & Finance
The Ohio State University Fisher College of Business 1997 — 2001
BSBA, Accounting, Finance
The Siegfried Group October 2014 - Present
Grant Thornton LLP December 2013 - September 2014
Grant Thornton New Zealand Limited May 2012 - November 2013
Grant Thornton LLP January 2010 - May 2012
Defense Contract Audit Agency November 2006 - December 2009
Defense Contract Management Agency December 2005 - November 2006
Defense Contract Management Agency August 2004 - December 2005
Kuni Lexus August 2001 - August 2004
Skills
Financial Audits, IFRS, Financial Statements, Accounting, GAAP, Financial Reporting, Financial Analysis, Auditing, Financial Accounting, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Microsoft Excel, US GAAP, FDICIA, HUD audits, Revenue Recognition, Finance, SEC Filings, CPA
Education
University of Denver - Daniels College of Business 2008 — 2009
Master of Accountancy
University of Colorado Boulder - Leeds School of Business 2005 — 2007
BSBA, Accounting
Ticketmaster August 2014 - Present
Dish Network 2013 - 2015
Confidential 2012 - 2013
The Siegfried Group 2011 - 2012
Kaiser Permanente June 2008 - September 2011
KPMG January 2006 - May 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Audits, Accounting, Month End Close, Financial Analysis, Strategic Financial..., Accounts Payable, Financial Statements, Variance Analysis
Education
The University of Texas at Arlington 2000 — 2003
BBA, Accounting
FlexSteel Pipeline Technologies February 2013 - Present
The Siegfried Group August 2011 - April 2012
O'Brien's Emergency Response Group August 2010 - February 2011
Southwestern Energy July 2007 - August 2010
KPMG January 2006 - June 2007
Grant Thornton LLP January 2005 - December 2005
PMB Helin Donovan January 2004 - December 2004
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Statements, Account Reconciliation, Internal Audit, SEC Filings, Financial Analysis
Education
Texas Southern University 2009 — 2011
MBA, Energy Finance
University of Houston-Clear Lake 2001 — 2003
B.S., Accounting
Akili April 2013 - Present
Alacer Gold Corporation May 2012 - April 2013
Various clients January 2011 - April 2012
Gambro Renal Products December 2009 - December 2010
Home Buyers Warranty January 2009 - November 2009
Gambro Renal Products September 2005 - April 2008
The Siegfried Group October 2004 - September 2005
AIMCO December 2000 - July 2004
Great-West Life and Annuity Insurance Company January 1998 - December 2000
Deloitte & Touche July 1995 - January 1998
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, GAAP, Accounting, SEC filings, Internal Controls, US GAAP, Auditing, Consolidation, Variance Analysis, Strategic Planning, PeopleSoft, SAP, Management Consulting, Financial Accounting, Sarbanes-Oxley, Financial Statements, Process Improvement, Business Process..., CPA, IFRS, Business Process, Cash Flow Forecasting, Change Management, ERP
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1995
BS, Accounting
The Siegfried Group May 2015 - July 2015
The Siegfried Group October 2013 - May 2015
Cochlear May 2011 - October 2013
M.D.C. Holdings, Inc. September 2009 - April 2011
KPMG September 2006 - September 2009
University of Kansas September 2005 - May 2006
Center for Community Outreach August 2004 - May 2005
Skills
Accounting, Financial Analysis, Public Speaking, Audit, Auditing, Internal Controls, Financial Accounting, SOX, Sarbanes-Oxley Act, Budgets, Cost Accounting, Finance, CPA, External Audit, Forecasting, Internal Audit
Education
University of Kansas 2005 — 2006
MAIS, Accounting, Audit Track
The University of Kansas 2002 — 2005
BSB, Accounting and Business Administration
Surgical Care Affiliates February 2015 - Present
Surgical Care Affiliates April 2013 - Present
Surgical Care Affiliates April 2011 - March 2013
Surgical Care Affiliates December 2008 - March 2011
Surgical Care Affiliates September 2007 - December 2008
Protective Life October 2006 - August 2007
The Siegfried Group September 2004 - September 2006
Warren, Averett, Kimbrough & Marino, LLC September 2001 - August 2004
Education
University of Alabama 2000 — 2001
MAcc, Accounting
Troy University 1996 — 2000
BSBA, Accounting
SEI May 2007 - Present
CBI Group November 2001 - May 2007
The Siegfried Group December 2002 - July 2006
Innovative Consulting 1998 - 2001
fortera 2000 - 2000
XRT 1997 - 1998
ICON Solutions 1994 - 1997
Skills
Employee Benefits, Strategic Planning, Risk Management, Performance Management, Change Management, Asset Managment, Project Management, Financial Services
Education
Case Western Reserve University - Weatherhead School of Management 1990 — 1991
MBA, Finance
The Catholic University of America 1986 — 1990
BA, Finance
Acculaw, LLC June 2013 - Present
Rogers Corporation April 2008 - February 2013
The Siegfried Group September 2005 - April 2008
Jackson Hewitt 2000 - 2005
May Department Stores 1998 - 1999
May Department Stores 1996 - 1998
Ernst & Young 1993 - 1996
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Sarbanes-Oxley, SEC filings, Financial Analysis, Risk Based Audits, Enterprise Risk..., Internal Audit..., Operations Audit, Forecasting, Process Improvement, Accounting, Information System Audit, External Audit, Control Design, US GAAP, Analysis, Risk Assessment, SOX 404, Business Process..., Financial Reporting, Financial Accounting, GAAP, SEC Filings
Education
Suffolk University - Sawyer School of Management
Bachelor's Degree, BSBA Accounting, 3.7
Birst June 2014 - October 2014
The Siegfried Group November 2013 - March 2014
Gilead Sciences April 2012 - October 2013
Gilead Sciences July 2011 - April 2012
Gilead Sciences May 2010 - September 2011
Ernst & Young September 2007 - May 2010
Skills
Accounting, Sarbanes-Oxley Act, SEC filings, Financial Reporting, US GAAP, Financial Analysis, Revenue Recognition, Auditing
Education
Santa Clara University 2003 — 2007
B.S., Accounting
Santa Clara University - Leavey School of Business 2003 — 2007
Accounting, Business
Jesuit High School
Ambac April 2013 - Present
Bank of Tokyo-Mitsubishi October 2008 - March 2013
Lehman Brothers August 2007 - October 2008
The Siegfried Group September 2005 - June 2007
Freddie Mac May 2004 - September 2005
PwC May 1998 - August 2002
Skills
Product Control, Foreign Exchange, Financial Modeling, MBS, Capital Markets, FX Options, Financial Services, CPA, Fixed Income, Derivatives, Internal Controls, Regulatory Filings, Trading Systems, Dodd-Frank, Credit Risk, Market Risk, Legal Compliance, Vendor Management, Equity Research, Investment Banking, Investment Management
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA, Finance
Shanghai University of Finance and Economics 1994 — 1998
Bachelor of Arts (B.A.), International Finance
Sunoco Logistics October 2008 - Present
The Siegfried Group October 2005 - September 2008
Education
Temple University - Fox School of Business and Management 2001 — 2003
MBA, General Management
Fire and Police Pension Association of Colorado April 2014 - Present
Mark VII Equipment June 2012 - February 2014
The Siegfried Group October 2006 - June 2012
KPMG July 2002 - October 2006
Arthur Andersen LLP September 1999 - June 2002
Skills
Accounting, Financial Accounting, GAAP, Consolidation, BPCS, Oracle, PeopleSoft, HFM, Business Process..., Cost Accounting, Inventory Management, IFRS, Financial Reporting, Accounts Payable, Accounts Receivable, Finance, Forecasting, Mergers & Acquisitions, Audits of Employee..., Benefit Plan...
Education
University of Colorado Boulder - Leeds School of Business 1995 — 1999
BS - Business Administration, Accounting
SAI Global 2011 - Present
The Siegfried Group January 2010 - October 2011
Travelport July 2006 - August 2009
Cendant January 2002 - August 2006
GPU August 1999 - January 2002
BOC Gases March 1998 - July 1999
AT&T 1990 - 1995
Skills
Financial Reporting, Finance, Financial Analysis, Management, Analysis, Sarbanes-Oxley Act, Forecasting, Financial Modeling, Process Improvement, Accounting, Mergers & Acquisitions, Investments, Mergers, Strategic Planning, Auditing, Budgets, Sarbanes-Oxley, SEC filings, US GAAP, Internal Controls
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
University of Arizona 1984 — 1987
BSBA, Accounting
Drummond Company, Inc. April 2015 - Present
Drummond Company November 2011 - March 2015
Drummond Company March 2008 - November 2009
Drummond Company September 2006 - February 2008
The Siegfried Group October 2004 - August 2006
Ernst & Young October 2003 - September 2004
Honda Manufacturing of Alabama LLC March 2003 - October 2003
Ernst & Young August 2000 - March 2003
Skills
CPA, US GAAP, Accounting, General Ledger, Revenue Recognition, Financial Reporting, Financial Analysis, Accounts Receivable, SEC filings, Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Forecasting, Budgets, Cost Accounting, GAAP, Consolidation, Account Reconciliation, Variance Analysis, Accounts Payable
Education
Troy University 1999 — 2000
MBA, Accounting
Troy University 1995 — 1999
BS, Business Administration - Accounting
The Siegfried Group July 2011 - Present
Anthony & Sylvan Pools November 2007 - July 2011
PricewaterhouseCoopers 2002 - 2007
Skills
Financial Reporting, Financial Analysis, Budgets, Accounting
Education
The Ohio State University
BS in BA, Business Administration
Brown Brothers Harriman May 2011 - Present
The Siegfried Group June 2006 - May 2011
Education
Suffolk University - Sawyer Business School
MBA
The Siegfried Group August 2015 - Present
Deloitte Canada September 2011 - August 2015
Simon Fraser University 2008 - 2009
Skills
Financial Reporting, Teamwork, Analysis, Auditing, Financial Accounting, Time Management, Financial Analysis, Internal Controls, Data Analysis, Economics, Financial Modeling, SPSS, Teaching, Qualitative Research
Education
CA School of Business 2011 — 2014
Chartered Professional Accountant
University of Saskatchewan 2012 — 2013
Master's Degree, Masters of Professional Accounting
The University of British Columbia 2011 — 2011
Diploma in Accounting
Simon Fraser University 2005 — 2009
BBA, Finance and International Business
Family Violence Prevention Fund October 2008 - June 2011
The Siegfried Group November 2006 - October 2008
MDI Hospital September 2003 - June 2006
Deloitte September 1999 - May 2003
Education
University of Alberta 1997 — 1999
B. Comm, Accounting
University of Alberta 1993 — 1997
B. Sc, Environmental Economics & Policy
Johnson Controls January 2012 - Present
Sinclair Broadcast Group November 2009 - July 2011
Cypress Resources 2006 - 2009
The Siegfried Group 2004 - 2006
Alfa Insurance 1999 - 2003
PricewaterhouseCoopers 1998 - 1999
Price Waterhouse 1996 - 1997
Jackson Thornton 1994 - 1996
Duplantier, Hrapmann, Hogan & Maher 1992 - 1994
Skills
Accounting, Internal Controls, Auditing, Financial Reporting, GAAP, Revenue Recognition, Fixed Assets, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Financial Statements, US GAAP, Account Reconciliation, Tax, International Accounting, External Audit, SEC filings, Internal Audit, Financial Accounting, Corporate Finance, Consolidation, Forecasting, SAP, Strategic Financial..., Managerial Finance, Income Tax, Budgets, Big 4, Forensic Accounting, Sarbanes-Oxley, Public Companies, Financial Modeling, QuickBooks, Cost Accounting, Cash Management, Accruals, Process Improvement, Assurance, Hyperion Enterprise, Finance, Journal Entries, Monthly Close, PeopleSoft, IFRS, Variance Analysis, Due Diligence, Accounts Receivable, Accounts Payable, Cash Flow, Tax Accounting
Education
Troy University 1990 — 1992
Bachelors, Accounting, Magna Cum Laude
Enterprise State Junior College 1988 — 1990
Accounting, Honor Graduate
Duke Energy Corporation March 2014 - Present
Duke Energy June 2008 - March 2014
The Siegfried Group January 2005 - June 2008
KPMG Audit 1999 - 2003
Skills
Auditing, SEC filings, Financial Reporting, GAAP, Internal Controls, Sarbanes-Oxley Act, Accounting, US GAAP, Financial Accounting, Financial Analysis, Cash Flow, PeopleSoft, Sarbanes-Oxley, General Ledger, External Audit, Hyperion Enterprise, CPA, Due Diligence, Financial Statements, Accounts Payable, Forecasting, Internal Audit, Process Improvement
Education
Susquehanna University 1995 — 1999
Bachelor of Science (BS), Accounting
The Siegfried Group January 2013 - May 2013
Deloitte & Touche Ltd. October 2011 - October 2012
Lohn Caulder LLP September 2008 - September 2011
Kitsilano Insurance Agency ltd 2004 - 2008
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, IFRS, Investments, GAAP, Management Reporting, Advising Clients, Business Development, Tax Advisory, Personal Finance, Financial Analysis, Valuation, Insurance, Financial Modelling, Portfolio Management, Client Service Oriented, Income Tax, Management, Financial Statements, Corporate Tax, Financial Modeling, Tax, Account Reconciliation, Assurance
Education
CFA Institute
CFA Level 2 Candidate
Canadian Institute of Chartered Accountants
Qualified Chartered Accountant
Canadian Securities Institute
Sauder School of Business
Graduate Diploma Accounting
Simon Fraser University
BA, Economics
The Siegfried Group September 2015 - Present
DCP Midstream June 2014 - September 2015
DCP Midstream October 2013 - June 2014
Dot Hill Systems November 2012 - October 2013
The Siegfried Group July 2011 - November 2012
Grant Thornton July 2009 - June 2011
Grant Thornton LLP August 2006 - July 2009
Skills
SEC filings, US GAAP, CPA, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, External Audit, Accounting, Financial Accounting, Revenue Recognition, Tax, Finance, Sarbanes-Oxley, SEC Filings
Education
University of Cincinnati College of Business 1996 — 2002
MS, Accounting
Clarion Partners LLC February 2015 - Present
TIAA-CREF December 2006 - September 2014
The Siegfried Group April 2004 - December 2006
Skills
Financial Analysis, Investments, Financial Modeling, Portfolio Management, Valuation, Accounting, Account Reconciliation, Financial Reporting, Sarbanes-Oxley Act, Finance, Financial Statements, Due Diligence, Analysis, Accounts Payable, Internal Controls, Auditing, Internal Audit
Education
State University of New York at Albany 2000 — 2002
Bachelor's Degree, Accounting, 3.30 GPA
Accounting and Finance Consulting Services August 2014 - Present
The Siegfried Group November 2013 - August 2014
Deloitte & Touche September 2009 - October 2013
Skills
US GAAP, SEC filings, Financial Reporting, External Audit, Big 4, Internal Controls, GAAP, Auditing, Financial Accounting, Accounting, Section 1603 Grant..., Sarbanes-Oxley Act, Life Sciences, Pre-IPO, S-1, IPO, Medical Devices, Alternative Energy, Fair Value, Renewable Energy, Solar Energy, Wind Energy, Consolidation, Corporate FP&A, SAP, Technical Accounting..., Corporate Finance, Debt & Equity Financing, Start-ups, Financial Services, Broker-Dealer
Education
State University of New York at Albany 2007 — 2009
BS, Accounting
McKesson (US Oncology Network) July 2014 - Present
Ernst and Young May 2012 - July 2014
The Siegfried Group February 2011 - April 2012
BKD, LLP April 2008 - October 2010
Deloitte January 2005 - April 2008
Fidelity Bank, PLC 2000 - 2002
Skills
Internal Controls, Financial Analysis, Financial Reporting, Financial Audits, Sarbanes-Oxley Act, Technical Accounting..., IFRS, GAAP, Accounting, External Audit, Financial Statements, Auditing, Sarbanes-Oxley, US GAAP, CPA, Consolidation, Big 4, Financial Accounting, Assurance, Revenue Recognition, Financial Modeling, SOX 404, Consolidated Financial..., SEC filings, Management, Analysis
Education
University of Houston 2002 — 2004
Masters of Science in Accounting, Accounting, 3.95
University of Benin 1996 — 1999
Bachelors of science in accounting, Accounting, 4.64
The Siegfried Group April 2015 - Present
Rialto Capital Management January 2014 - March 2015
Rialto Capital Management January 2012 - December 2013
Goldman Juda & Eskew, P.A. September 2006 - December 2011
PricewaterhouseCoopers 2005 - 2007
Moore Stephens Lovelace 2003 - 2005
Skills
Financial Reporting, Accounting, GAAP, Budgets, Internal Controls, Auditing, Account Reconciliation, Financial Accounting, SEC Filings, Sarbanes-Oxley Act, Financial Analysis, CPA
Education
University of Central Florida - College of Business Administration 1998 — 2003
Bachelors and Masters, Accounting
Fort Lauderdale High School 1994 — 1998
Fort Lauderdale High School 1994 — 1998
Bangerter, Lund & Associates, Inc. May 2014 - Present
The Siegfried Group December 2013 - April 2014
Haynie & Company November 2007 - December 2013
Manpower April 2006 - November 2007
JCPenney May 2002 - April 2006
Skills
GAAP, Internal Controls, US GAAP, Financial Accounting, CPA, Financial Reporting, Auditing, General Ledger, QuickBooks, Financial Statements
Education
University of Phoenix 2006 — 2008
Master's degree, Business Administration and Management, General
Southern Utah University 1994 — 1999
Bachelor of Applied Science (BASc), Accounting
Southern Utah University 1994 — 1999
Bachelor’s Degree, Accounting
National Grid April 2015 - Present
The Siegfried Group April 2013 - March 2015
Electronic Arts October 2010 - April 2013
Ernst & Young September 2007 - October 2010
Sanmina-SCI July 2006 - August 2006
Skills
Finance, Financial Reporting, Internal Audit, Internal Controls, Revenue Recognition, SEC filings, US GAAP, Sarbanes-Oxley Act, Management
Education
Santa Clara University - Leavey School of Business 2003 — 2006
Bachelor's of Science and Commerce, Accounting
Mission San Jose High School 1999 — 2003
High School
The Siegfried Group September 2013 - Present
Deloitte & Touche September 2008 - August 2013
Education
The Ohio State University
Masters in Accounting, Accounting
The Siegfried Group January 2015 - Present
The Siegfried Group September 2012 - January 2015
PricewaterhouseCoopers September 2008 - August 2012
PricewaterhouseCoopers January 2006 - September 2008
PricewaterhouseCoopers June 2004 - March 2005
Boy Scouts of America
Skills
Internal Controls, Sarbanes-Oxley Act, US GAAP, GAAP, Internal Audit, Accounting, Auditing, SEC filings, Assurance, Microsoft Excel, External Audit, Financial Reporting, Sarbanes-Oxley, Financial Statements, Financial Accounting, Big 4, Consolidation, Strategic Financial..., Revenue Recognition, Financial Analysis, IFRS, SEC Filings
Education
Texas A&M University - Mays Business School 2005 — 2005
MS, Finance
Texas A&M University 2001 — 2005
BBA, Accounting
The Siegfried Group July 2015 - Present
Randstad USA January 2008 - Present
SFN Group July 2008 - February 2015
PRICEWATERHOUSECOOPERS, LLP January 2000 - July 2008
Skills
Financial Reporting, Accounting, Hyperion Enterprise, General Ledger
Education
SYRACUSE UNIVERSITY, SCHOOL OF MANAGEMENT 1995 — 1999
M.S, Accounting
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
MS and BS, Accounting
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
Master of Science (MS), Accounting
The Siegfried Group December 2013 - Present
Ernst & Young August 2004 - March 2013
Skills
Internal Controls, SEC filings, US GAAP, CPA, Accounting, Financial Accounting
Education
University of Alabama 1999 — 2004
The Siegfried Group September 2015 - Present
EY October 2014 - September 2015
Ernst & Young October 2012 - October 2014
Skills
Auditing, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel
Education
University of Dayton
MBA, Accounting; CPA Eligible
Saint-Gobain Corporation December 2008 - Present
The Siegfried Group June 2004 - June 2008
Rohm and Haas August 2000 - May 2004
Rohm and Haas September 1996 - August 2000
Rohm and Haas August 1995 - September 1996
Skills
Internal Audit, Budget Process, Flow Charts, Sarbanes-Oxley, Foreign Currency, General Ledger, Financial Analysis, Internal Control..., Internal Controls, Forecasting, SAP, JD Edwards, Hyperion Enterprise, Essbase, Lotus Notes, Microsoft Office
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Accounting
Dura Automotive Systems January 2009 - Present
The Siegfried Group December 2006 - December 2008
Robert Half International / Protiviti October 2004 - May 2006
KPMG LLP September 2001 - October 2004
Skills
SEC filings, Internal Controls, Financial Reporting, Auditing, Accounting, Sarbanes-Oxley Act, US GAAP, Sarbanes-Oxley, General Ledger, Hyperion Enterprise, Financial Analysis, Business Process..., Payroll, Accounts Receivable, SAP, Forecasting, Journal Entries, Account Reconciliation, Cost Accounting, Consolidation, Accounts Payable, Process Improvement, Fixed Assets, Variance Analysis, Cash Flow, Internal Audit
Education
Santa Clara University 1997 — 2001
Bachelor of Science (BS), Accounting
The Siegfried Group August 2013 - Present
PwC September 2011 - Present
Skills
Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Internal Controls, Assurance, GAAP
Education
Cheltenham
NABA
Shippensburg University of Pennsylvania
8020 Consulting August 2013 - Present
INDEPENDENT CONSULTANT April 2011 - July 2013
HARMAN International April 2010 - February 2011
The Siegfried Group August 2007 - December 2009
The Walt Disney Company November 2004 - July 2007
Playboy Enterprises, Inc. January 2003 - November 2004
Intermedia Film August 2002 - January 2003
FOX 20TH TELEVISION April 2001 - July 2002
Arthur Andersen LLP January 1997 - April 2001
Education
The University of Mississippi 1996 — 1996
Master of Accountancy, Accounting, Honor Graduate
Southern Arkansas University 1993 — 1995
Bachelor of Business Administration (B.B.A.), Concentration in Accounting, Special Honor Graduate
R&C Construction, Inc. May 2015 - Present
The Siegfried Group July 2013 - April 2015
Deloitte August 2009 - July 2013
Office of Financial Aid – University of Colorado at Boulder August 2007 - May 2009
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, US GAAP, Auditing, Financial Accounting, GAAP, Microsoft Office, Accounting, SEC Filings
Education
University of Colorado at Boulder 2004 — 2009
Bachelor of Science (BS), Business Administration - Accounting