AKT CPAs, Advisors, Consultants
AKT CPAs, Advisors, Consultants List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AKT CPAs, Advisors, Consultants. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AKT CPAs, Advisors, Consultants Salaries. You can even request information on how much does AKT CPAs, Advisors, Consultants pay if you want to. Learn about salaries, pros and cons of working for AKT CPAs, Advisors, Consultants 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!
90 AKT CPAs, Advisors, Consultants employees in database. Find out everything there's to know about AKT CPAs, Advisors, Consultants 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.
AKT CPAs, Advisors, Consultants Employees
AKT CPAs, Advisors, Consultants January 2015 - April 2015
Accountemps September 2014 - December 2014
Home September 1999 - June 2014
Ingle Associates, LLC January 2014 - April 2014
Ampro Computers, Inc October 1990 - October 1994
McFarlane Wood Manufacturing November 1989 - April 1990
Skills
Accounting, Microsoft Excel, Microsoft Word, QuickBooks, Microsoft Office, Bookkeeping, Customer Service, Access, Financial Analysis, Auditing
Education
SNHU 2014 — 2016
MBA, Accounting
Oregon State University 2012 — 2014
Bachelor's of Science Degree, Accountancy
Linn-Benton Community College
Associate of Science, Business Administration
Grant MacEwan University
Associate Degree, Accounting
AKT CPAs, Advisors, Consultants September 2013 - Present
AKT CPAs, Advisors, Consultants January 2013 - April 2013
North Coast Church September 2011 - November 2012
Rancho Community Church and Christian Schools March 2011 - June 2011
Chase October 2008 - June 2010
Sears, Roebuck & Company March 2005 - February 2009
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Analysis, Management, Customer Service, Microsoft Excel, GAAP, Time Management, Tax
Education
Azusa Pacific University 2011 — 2012
MBA
Colorado Technical University 2007 — 2010
Bachelor of Science (B.S.), Accounting, 3.51
David Douglas High School
Multnomah County Health Department November 2014 - Present
AKT CPAs, Advisors, Consultants April 2014 - November 2014
FamilyCare Health Plans February 2014 - April 2014
Aetna September 2006 - January 2013
Sykes February 2006 - September 2006
Gyros Gyros May 2001 - April 2003
Montgomery Ward April 1997 - May 1999
Skills
Medical Coding, Health Insurance, Medicare, Customer Service, Telephone Skills, Invoicing, Claims Handling, HIPAA, HMO, PPO, Healthcare Reimbursement, Financial Analysis, Computer Proficiency, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales Presentations, Sales Process, Project Management, Email, Multi Tasking, Data Entry, Typing, 10 Key, Organizational..., Algebra, Calculus, CPT, HCPCS, ICD-9, Call Centers, UB04, Insurance, Employee Benefits, Training, Medical Billing, COBRA, Health Policy, Sales, Underwriting, Health Care Reform, Financial Services, FSA, Medicare Part D, Ad Hoc Reporting, Health Savings Accounts, Actuaries, Team Building, Pivot Tables
Education
Dickinson State University 2010 — 2013
Bachelor of Finance
Western Culinary Institute 2002 — 2003
Associate of Science (A.S.)
Bismarck State College 1999 — 2001
Associate of Science (AS)
Arrowhead General Insurance Agency January 2014 - Present
AKT CPAs, Advisors, Consultants September 2012 - July 2013
Coseo Properties Inc. January 2010 - July 2012
Hacienda de Vega March 2008 - September 2010
Skills
Accounting, Accounts Payable, Finance, Financial Statements, Investors, Property, Income Statement, Real Estate, Asset Management, General Ledger, Consolidation, Journal Entries, Account Reconciliation, Auditing
Education
UCSD 2005 — 2009
Bachelor's degree, Economics
UCSD Extension 2010 — 2010
Certificate of Accountancy, Accounting
Integrated Healthcare Solutions December 2014 - Present
Education First March 2014 - Present
Acumen Executive Search June 2012 - December 2014
AKT CPAs, Advisors, Consultants June 2012 - July 2013
Oregon State University September 2009 - June 2011
Associated Students of Oregon State University June 2008 - 2009
KBVR-TV 2008 - 2009
All University SING Committee 2008 - 2009
Associated Students of Oregon State University 2006 - 2007
Skills
Event Planning, Public Relations, Public Speaking, Event Management, Promotions, Fundraising, Teaching, Teamwork, Editing, Writing, Press Releases, Social Media, Research, Customer Service, Problem Solving, Media Relations, Planning, Microsoft Office, Outlook, Project Planning, Time Management, Interviews, Management, Recruiting
Education
Oregon State University 2009 — 2011
for Master of Arts Interdisciplinary Studies, Speech Communication, Psychology
Oregon State University 2005 — 2009
Bachelor of Arts, Speech Communication
Portland State University 2014 — 2015
Certificate, Human Resource Management
Rex Putnam High school
AKT CPAs, Advisors, Consultants September 2015 - Present
McCoy Foat & Company, CPAs PC January 2013 - August 2015
Childswork Learning Center January 2008 - August 2011
Jerry Eckstein CPA 2005 - 2007
Arthur Anderson 1997 - 1998
PwC 1996 - 1997
Skills
Tax, Bookkeeping, QuickBooks, Tax Preparation, Finance, Accounting
Education
San Diego State University-California State University 1986 — 1990
Bachelor of Science, Accounting
AKT Wealth Advisors January 2014 - Present
AKT CPAs, Advisors, Consultants January 2014 - Present
Salem Asset Management, LLC June 2003 - December 2013
Creamer & Associates, PC June 1982 - December 2013
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Management, Retirement Planning, Finance, Financial Advisory, Tax, Accounting, Financial Analysis, Financial Reporting, CPA, Small Business, Financial Planning, Estate Planning, Due Diligence
Education
Northwest Nazarene University 1977 — 1981
BS is accounting and business, accounting and business
Jefferson High School, Jefferson, Ohio
Fluence, P.C. June 2015 - Present
AKT CPAs, Advisors, Consultants January 2015 - April 2015
Stephen C. Allen CPA August 2014 - September 2014
Oregon City Golf Club August 2011 - September 2013
Skills
Accounting, Teamwork, Time Management, Golf, Finance, Public Speaking, Goal Oriented, Economics, Customer Service, Management, Team Leadership, Communication Skills, Mathematics, Team Building, Dependable Team Player, Highly motivated..., Personal Budgeting, SPSS (Statistical..., Microsoft Excel, PowerPoint, Communication, Microsoft Word, Microsoft Office
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2014
Bachelor's of Science, Major in Accounting, Minor Economics
PKF CA May 2014 - Present
ANM Bookkeeping March 2013 - August 2014
AKT CPAs, Advisors, Consultants January 2014 - April 2014
California State University San Marcos August 2013 - December 2013
M W Orlando CPA, Inc. June 2011 - June 2013
Office Depot August 2007 - August 2011
Skills
QuickBooks, Accounts Receivable, Accounts Payable, 10 Key, Accounting, Bank Reconciliation, Invoicing, General Ledger, Quickbooks Training, Tax Accounting, GAAP, Customer Service, Project Management, Payroll, Finance, Account Reconciliation, Microsoft Excel, Microsoft Office, Auditing, Microsoft Word, Financial Reporting, PowerPoint, Financial Accounting, Financial Statements, Internal Controls, Time Management
Education
California State University-San Marcos - College of Business Administration 2011 — 2013
Bachelor of Science in Business Administration, Accounting
Palomar College 2008 — 2011
Certificate of Proficiency: Accounting Clerk, Accounting
AKT CPAs, Advisors, Consultants January 2015 - Present
Portland State University April 2014 - Present
Robert Half Management Resources June 2013 - January 2015
Nike 2012 - 2013
McCormick & Schmick's Seafood Restaurants 2007 - 2012
Jefferson Wells 2005 - 2007
PacifiCorp 2002 - 2005
Electric Lightwave 1999 - 2001
North Pacific Group 1996 - 1999
Precision Castparts 1995 - 1996
Skills
Compliance, Internal Audit, Process Improvement, SOX, Risk Assessment, Audit, Internal Controls, Auditing, Finance, Financial Analysis, Analysis, Enterprise Risk..., Financial Reporting, Sarbanes-Oxley Act, Budgets, Seeding, Accounting, General Ledger, Risk Management, Leadership, Strategic Planning, Inventory Management, Management, Financial Accounting, GAAP, IT Audit, Sarbanes-Oxley, Forecasting, Variance Analysis, US GAAP, Humor
Education
Regis University 1992 — 1994
MBA, International Business
St Mary's Central High School
The University of North Dakota
Accounting
University of Colorado at Colorado Springs
B.S., Accounting
AKT CPAs, Advisors, Consultants January 2015 - Present
AMN Healthcare October 2013 - December 2014
Security One Lending June 2012 - October 2013
KAYA Associates March 2009 - June 2012
Skills
Technical Support, Active Directory, A+ Certified, ServiceNow, Troubleshooting, Hardware, Networking, Windows 7, Software Installation, Software Documentation, Operating Systems, Computer Hardware, MobileIron, SCCM, Service Desk, Laptops, Remote Desktop, Sales, Sales Presentations, Real Estate, Sales Process, Real Estate Transactions, Business Networking, Real Estate Financing, Help Desk Support, Windows XP
Education
Athens State University
Bachelor Of Science, Criminal Justice
AKT CPAs, Advisors, Consultants January 2015 - Present
Stylefront LLC October 2012 - December 2014
Koregon International Inc June 2011 - August 2012
Samsung C&T, Engineering & Construction Group December 2009 - March 2010
Skills
Accounting, Financial Reporting
Education
Portland State University 2012 — 2015
Post-Baccalaureate, Accounting
Kyonggi University 2003 — 2008
Bachelor of Business Administration (B.B.A.), International Business/Trade/Commerce
Nike March 2015 - Present
AKT CPAs, Advisors, Consultants January 2014 - December 2014
Columbia Sportswear Company April 2013 - September 2013
Society for Information Management March 2013 - March 2013
Kaiser Permanente IT June 2012 - August 2012
Merrill Lynch August 2011 - January 2012
Skills
PowerPoint, Microsoft Excel, Creative Problem Solving, Event Planning, Marketing, Microsoft Word, Data Analysis, Editing, Research, Social Media, Community Outreach, Photoshop, Writing, Access, Cross-functional Team..., Marketing Communications, SharePoint, Marketing Strategy, CRM
Education
University of Portland 2009 — 2013
B.B.A., Operations and Technology Management
AKT CPAs, Advisors, Consultants June 2014 - Present
Gallina LLP September 2005 - May 2014
Aldrich, Kilbride & Tatone LLP September 2000 - September 2005
Skills
Financial Statements, Internal Controls, Corporate Tax, US GAAP, Income Tax, Accounting, GAAP, Construction Accounting, Financial Reporting, Partnership Taxation, Accounts Receivable, Financial Accounting, Tax Research, General Ledger, Financial Analysis
Education
Portland State University 1985 — 1990
B.S., Business w/ accounting emphasis
Archbishop Mitty High School 1966 — 1970
AKT CPAs, Advisors, Consultants January 2014 - Present
Skills
Bookkeeping, Accounts Payable, Microsoft Excel, QuickBooks, Accounts Receivable, Bank Reconciliation
Education
Point Loma Nazarene University 2013 — 2014
Bachelor of Arts (BA), Accounting
AKT CPAs, Advisors, Consultants January 2014 - Present
Mission Edge San Diego January 2013 - Present
University of San Diego December 2012 - May 2013
Leaf & Cole, LLP 2010 - 2012
Sonnenberg & Company, CPAs September 1989 - June 2010
Skills
GAAP, Tax, Bookkeeping, QuickBooks, Financial Reporting, Internal Controls, Financial Accounting, Auditing, Accounting, Special Education, Autism Spectrum..., GAAS, CIRA, exempt orgs, Teaching, Advocacy, Board of Directors..., Financial Statements
Education
Cal Poly Pomona 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
University of San Diego 2012 — 2013
Certificate, Special Education Advocacy
Vistage International 2003 - February 2013
AKT CPAs, Advisors, Consultants 1999 - 2003
Skills
Financial Analysis, Leadership, Management, Budgets, Training, Financial Reporting, Managerial Finance, Executive Management, Mergers, Business Planning, Strategic Planning, Executive Development, Accounting, Forecasting, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Project Planning, Auditing
Education
University of California, Los Angeles 1994 — 1998
BA, Business Economics
AKT CPAs, Advisors, Consultants July 2015 - Present
AKT CPAs, Advisors, Consultants January 2015 - April 2015
UCSD Health Sciences Controller's Office October 2012 - December 2014
Undergraduate Accounting Society June 2013 - June 2014
Amazon September 2013 - October 2013
Undergraduate Accounting Society June 2012 - June 2013
Multicultural Greek Council April 2012 - March 2013
TaHwa University of Science and Technology June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Teamwork, Windows, English, Mandarin, Management, Data Analysis, Spanish, Outlook, Public Speaking, Customer Service, Research, Event Planning, Social Media, Leadership, Social Networking, Accounting, Finance
Education
University of California, San Diego 2010 — 2014
Bachelor of Arts (B.A.), International Studies-Economics
University of California, San Diego - The Rady School of Management 2010 — 2014
Minor in Accounting
South High School 2006 — 2010
Mesa College
Mesa College
AKT CPAs, Advisors, Consultants 2009 - Present
Skills
Strategy, Management Consulting, Leadership, Strategic Planning, Management, Marketing, Finance, Marketing Strategy, Budgets, New Business Development, Start-ups, Sales Operations, Sales, Sales Management, Small Business, Banking, Process Improvement, Time Management, Insurance, Accounting, Business Strategy, Financial Services, Coaching, Financial Analysis, Leadership Development, Investments, Mergers & Acquisitions, Analysis, Nonprofits, Healthcare, Employee Benefits, Due Diligence
Education
Saint Louis University
Master's Degree
Washington University in St. Louis
Bachelor's Degree
Xssentials June 2015 - Present
AKT CPAs, Advisors, Consultants July 2014 - March 2015
University of San Diego September 2009 - June 2014
AKT LLP January 2013 - April 2014
University of San Diego Club Volleyball September 2010 - May 2011
Skills
Time Management, Organised, Eager To Learn, Patience, Fundraising, PowerPoint, Microsoft Excel, Event Planning, Microsoft Office, Microsoft Word, Public Speaking, Research, Social Media, Teamwork, Facebook, Marketing, Customer Service, Outlook, Event Management, Training, Accounting, Spanish
Education
University of San Diego 2013 — 2014
Master of Science (M.S.), Taxation
University of San Diego 2009 — 2013
Bachelor's degree, Accounting
Strasbourg School of Management 2011 — 2012
Management
AKT CPAs, Advisors, Consultants January 2015 - April 2015
Jona's Market May 2013 - June 2014
Kizer and Son Inc. June 2007 - September 2012
Skills
Accounting, Business Information..., Finance, Financial Analysis, Financial Accounting, Financial Reporting, Professional Writing, Communication, Customer Service, Organization Skills, Project Management, Teamwork, Independent Projects, Time Management, Creative Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Access, Microsoft Outlook, Microsoft Powerpoint
Education
Oregon State University 2011 — 2016
Bachelor of Science (BS), Accounting, Business Information Systems, Finance, Bachelor's Degree GPA: 3.33 ; Primary Major GPA (ACTG): 3.6
Linn Benton Community College 2011 — 2013
AKT CPAs, Advisors, Consultants January 2014 - Present
McCoy, Foat, & Company September 2010 - December 2013
Wilcox & Co., PC June 2008 - September 2010
Skills
QuickBooks, Bookkeeping, Microsoft Office, Lacerte, ProSystem fx Tax, Peachtree, Quicken, Accounting, Financial Statements, Accounts Payable, Payroll, Accounts Receivable, Tax Preparation, General Ledger, Account Reconciliation, Tax Accounting, GAAP, Tax
Education
Portland State University - School of Business 2008 — 2010
Post-Baccalaureate Accounting Certificate, Accounting
Portland State University 2006 — 2010
Bachelor's Degree; Post, Psychology
University of Wollongong 2008 — 2008
Bachelor of Science (B.S.), Psychology
David Douglas High School 2002 — 2006
High School Diploma
AKT CPAs, Advisors, Consultants September 2011 - Present
Self-Employed January 2005 - Present
Omega Espresso Bar April 2013 - August 2015
Skills
Public Sector Accounting, Jazz Improvisation, Tax Accounting, CPA, Nonprofits, Auditing, Finance, Small Business, Financial Reporting, Public Speaking, Tax, Microsoft Excel
Education
George Fox University 2006 — 2011
Bachelor of Arts (B.A.), Accounting
California State University-Fullerton 2007 — 2008
Accounting, Jazz/Commercial Performance
Caley & Associates CPAs June 2015 - Present
AKT CPAs, Advisors, Consultants January 2014 - June 2015
Creamer & Associates, CPAs April 2013 - January 2014
Gulde & Ortquist, P.C. January 2011 - April 2013
Skills
Tax, Corporate Tax, CPA, IRS Enrolled Agent, Quickbooks ProAdvisor, A+ Certified IT..., Accounting, Finance, Due Diligence, Small Business, Financial Services, Management Consulting, Tax Preparation, Tax Accounting, Tax Returns, Journal Entries, Income Tax, QuickBooks
Education
Eastern Oregon University
Accounting
Portland State University
BA, Communications
NORPAC FOODS Inc May 2012 - Present
Jon Greeley, CPA January 2011 - May 2012
Captial Manor, Inc. February 2009 - January 2011
Moss Adams LLP September 2008 - February 2009
SMTA September 2005 - August 2008
Integrity First Financial Services, PC October 2003 - August 2005
AKT CPAs, Advisors, Consultants December 1997 - October 2003
1st Reconnaissance Battalion, USMC May 1991 - May 1995
Skills
Forecasting, P&L, Working Capital..., Budgets, Process Improvement, Managerial Finance, Cost Accounting, Treasury, Business Strategy, Financial Audits, Treasury Management, Cross-functional Team...
Education
Ouachita Baptist University 1995 — 1997
BS, Accounting, Magna Cum Laude
Delap LLP December 2013 - Present
AKT LLP, CPAs and Business Consultants November 1999 - November 2013
AKT CPAs, Advisors, Consultants 1999 - November 2013
Perkins & Co October 1994 - November 1999
Skills
CPA, Tax, Corporate Tax, Tax Accounting, Income Tax, Tax Preparation, Tax Research, Financial Analysis, Tax Returns, S Corporations, Partnership Taxation, Fixed Assets, Account Reconciliation, Bookkeeping, Tax Advisory
Education
Oregon State University 1984 — 1989
Bachelor of Science (B.S.), Accounting
Deloitte Tax LLP June 2014 - August 2014
AKT CPAs, Advisors, Consultants January 2014 - April 2014
Solar Turbines April 2013 - January 2014
San Diego State University January 2013 - April 2013
Education
San Diego State University-California State University
Master of Science in Accounting (Accepted to BMAcc), Taxation
San Diego State University-California State University 2010 — 2014
Bachelor of Science in Accounting (In Progress)
Northwestern Mutual February 2014 - Present
AKT CPAs, Advisors, Consultants June 2013 - February 2014
Cascade Balanced Books October 2009 - May 2013
Oregon Department of Energy July 2012 - August 2012
American Payroll Corporation January 2010 - March 2011
Roatan Construction June 2008 - October 2009
Skills
QuickBooks, Data Analysis, Microsoft Office, PowerPoint, Teamwork, Customer Service, Strategic Planning, Public Speaking, Financial Reporting, Analysis, Research, Event Planning, Team Leadership, Auditing, Microsoft Word, Project Management, Financial Accounting, Accounting, Microsoft Excel, SAP, Payroll, Financial Analysis, Accounts Payable
Education
Willamette University - Atkinson Graduate School of Management 2011 — 2013
Accounting
Chemeketa Community College 2010 — 2011
Small Business Management
Western Oregon University 2004 — 2008
Bachelors, Business
Silverton High School
AKT CPAs, Advisors, Consultants July 2014 - Present
AKT CPAs, Advisors, Consultants January 2014 - May 2014
AKT CPAs, Advisors, Consultants July 2013 - September 2013
Robert M. Grum, Jr., CPA December 2011 - July 2013
YMCA June 2012 - August 2012
West End Racquet and Health Club March 2010 - August 2011
South Bay Gymnastics August 2008 - August 2011
Skills
Adaptation, Teamwork, Motivated to Learn, Delivering Exceptional..., Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Internet, QuickBooks, Conversational in..., Accurate Data Entry, Problem Solving, Customer Service, PowerPoint, WordPress, Human Resources, Tax, Management, Leadership
Education
Cuyamaca College 2014 — 2014
San Diego State University-California State University 2011 — 2013
Bachelor of Science (B.S.), Accounting
El Camino College 2009 — 2011
Associate of Arts (A.A.), Business Administration
San Diego State University-California State University 2015 — 2018
Master of Business Administration (MBA)
AKT CPAs, Advisors, Consultants December 2014 - Present
AKT CPAs, Advisors, Consultants November 2012 - November 2014
AKT CPAs, Advisors, Consultants July 2011 - November 2012
EY October 2010 - May 2011
EY October 2008 - September 2010
Scottsdale Healthcare May 2007 - September 2008
Skills
Accounting, CPA, Financial Reporting, Auditing, GAAP, US GAAP, Internal Controls, Financial Analysis, Tax, General Ledger, Account Reconciliation, Financial Planners, QuickBooks, SEC filings, Sarbanes-Oxley Act
Education
Arizona State University West 2006 — 2007
Post-Bacc Certificate, Accountancy
Southwestern University 1998 — 2002
BS, Biology Major, Chemistry Minor
Tara Quicke, CPA (Inactive) February 2014 - Present
Emmanuel Faith Community Church January 2009 - January 2014
AKT CPAs, Advisors, Consultants January 2007 - December 2008
Compendia, Inc. 2006 - 2006
Isis Pharmaceuticals June 2001 - August 2001
Skills
CPA, Financial Accounting, Bookkeeping, Nonprofits, Auditing, External Audit, Tax Preparation, Youth Ministry, Ministry Leadership, Singing, Tax, Income Tax, Budgets, Accounting, Public Speaking, Microsoft Office, QuickBooks, Microsoft Excel
Education
Liberty University 2003 — 2005
Bachelor of Science (BS), Accounting
San Diego Christian College 2001 — 2003
Business Administration and Management, General
Corban University August 2015 - Present
AKT CPAs, Advisors, Consultants December 2014 - Present
Peterson Sullivan LLP January 2012 - December 2014
Smashburger March 2011 - October 2011
Skills
Partnership Taxation, Tangible Property..., Rental Real Estate, Depreciation, Fixed Assets, Corporate Tax, S Corporations, High Net Worth..., Tax Research, Multi Family Properties, Commercial Real Estate
Education
University of Denver 2011 — 2011
Master's degree, Taxation
Corban University 2006 — 2010
Bachelor's degree, Accounting and Business/Management
Cambia Health Solutions November 2013 - Present
AKT CPAs, Advisors, Consultants October 2010 - November 2013
Polson Higgs May 2011 - August 2011
Pauly, Rogers, and Co., P.C June 2008 - October 2010
Skills
CPA, Accounting, Financial Reporting, Auditing, Financial Statement..., Financial Statement..., Finance, GAAP
Education
Linfield College 2004 — 2008
Bachelor of Science (B.S.), Accounting
AKT CPAs, Advisors, Consultants July 2004 - Present
Moss Adams LLP January 2001 - June 2004
Fitzpatrick and Gonzales, LLP November 1998 - December 2000
Skills
Tax Preparation, Accounting, CPA, Tax Accounting, Financial Reporting, Tax Research, QuickBooks, Financial Analysis, Non-profits, Tax
Education
California State University-San Marcos - College of Business Administration 1997 — 2000
B.S., Accounting
Union Bank August 2015 - Present
Labrador Capital January 2015 - July 2015
Headwaters MB March 2015 - June 2015
UC Irvine October 2014 - June 2015
Roth Capital Partners April 2014 - March 2015
The Law Office of Timothy L. Brictson September 2012 - October 2013
AKT CPAs, Advisors, Consultants November 2010 - September 2012
TGG Accounting February 2010 - November 2010
Leaf & Cole, LLP June 2009 - August 2009
Skills
Accounting, Financial Analysis, Financial Modeling, QuickBooks, Corporate Finance, Financial Audits, Cross-functional Team..., Teamwork, Finance, Auditing, Financial Accounting, Marketing, Strategic Planning, Statistics, Property Management, Argus Modeling, Microsoft Excel, Data Analysis, Valuation, Due Diligence, Financial Reporting, CPA
Education
University of California, Irvine 2013 — 2015
Master of Business Administration (MBA)
University of California, Santa Cruz 2006 — 2009
Bachelor of Arts (BA), Business Management Economics with an emphasis in accounting
The Bishop's School
High School
Hansen Hunter & Co. PC June 2015 - Present
VanderHouwen & Associates November 2010 - Present
AKT CPAs, Advisors, Consultants January 2015 - April 2015
The Job Shop December 2008 - November 2010
the blue hand sports massage 1998 - 2008
Small Business Management 1986 - 1998
Education
Western Governors University 2012 — 2013
B. Sc. Accounting and B.Sc. Human Resources, Accounting and Business/Management, 3.8
Portland Community College 2010 — 2012
Accounting, 3.8
Notary Public 2011 — 2011
Certificate, Notary Public, Oregon, 4.0
AKT CPAs, Advisors, Consultants November 2010 - Present
Skills
Corporate Tax, Corporate Tax Planning, Income Tax, Tax Preparation, Tax Returns, CPA, US GAAP
Education
Eastern Mennonite University 2005 — 2009
Bachelor of Arts (B.A.), Accounting and Business/Management
International Business Institute (Messiah College) 2008 — 2008
Doctors Express Portland January 2010 - Present
AKT CPAs, Advisors, Consultants May 2007 - August 2007
Skills
Marketing, Cold Calling, Salesforce.com, Managed Care, Sales Process, Account Management, Sales Presentations, Direct Sales, Sales Operations, Selling, Solution Selling, Health Insurance, Management, Marketing Communications, Marketing Management, Direct Marketing, Microsoft Word
Education
Western Oregon University 2006 — 2010
Bachelor's degree, Business Administration and Management, General
Corban University 2004 — 2006
Business/Commerce, General
Geffen Mesher June 2015 - August 2015
AKT CPAs, Advisors, Consultants January 2015 - April 2015
Linfield College August 2012 - May 2013
Sierra Nevada Community Sailing June 2010 - August 2011
Boys and Girls Clubs of America June 2008 - August 2009
Skills
Youth Leadership, Exceptional People..., Motivated self-starter, Teamwork, Microsoft Office, Leadership, PowerPoint, Time Management, Public Speaking, Facebook, Microsoft Excel
Education
Linfield College 2012 — 2016
Bachelor's Degree, Accounting
Earl Wooster High 2008 — 2012
Top Gun Recruiting Partners (TGRP) August 2014 - Present
SourceGas June 2013 - August 2014
SourceGas August 2012 - June 2013
NW Natural August 2010 - December 2012
NW Natural August 2008 - August 2010
The Greenbrier Companies May 2007 - August 2008
NW Natural July 2005 - May 2007
AKT CPAs, Advisors, Consultants August 2004 - July 2005
Heritage Christian School December 2003 - August 2004
Fordham Goodfellow, LLP January 2000 - December 2003
Skills
Accounting, General Ledger, Sarbanes-Oxley, Financial Statements, Risk Assessment, Managerial Finance, Finance, Management, Financial Statement..., Leadership, Process Improvement, Sarbanes-Oxley Act, CPA, Business Process..., Natural Gas, Accounting Research, External Audit, Variance Analysis, US GAAP, GAAP, Auditing, Financial Reporting, Internal Audit, SAP, Financial Analysis, Internal Controls, Consolidation, Financial Accounting, Organizational..., Revenue Recognition, SEC filings, Hyperion Enterprise, Forecasting, Account Reconciliation, Financial Modeling, Fixed Assets, Accounts Receivable, Hyperion, SEC Filings, Budgets, Project Management, Strategic Planning, Analysis, Energy
Education
University of Idaho 2011 — 2011
Utility Executive Program
Willamette University - Atkinson Graduate School of Management 2009 — 2009
Utility Management Certificate
Oregon State University 1997 — 1999
Bachelor of Science, Business Administration; Accounting
Wildlife Safari May 2015 - Present
AKT CPAs, Advisors, Consultants September 2012 - March 2015
Wildlife Safari June 2013 - September 2013
AKT LLP, CPAs and Business Consultants November 2009 - September 2012
AKT LLP, CPAs and Business Consultants November 2000 - November 2009
Interface Engineering April 1998 - November 2000
Skills
Animal Husbandry, Operant Conditioning, Animal Care, Animal Training, Exotic Animals, Business Process Mapping, Organizational Design, Business Process..., Project Management, Strategic Planning, Visio, Management Consulting, Change Management, Process Improvement, Consulting, Business Strategy, PowerPoint, Process Engineering, Cross-functional Team..., Leadership, Data Analysis, Strategy, Program Management, Management
Education
Oregon State University
Bachelor's Degree, Animal Sciences
Chemeketa Community College
AAOT, General Studies
AKT CPAs, Advisors, Consultants June 2014 - Present
Perkins & Co December 2012 - June 2014
Top Murphy & Co., LLP December 2003 - December 2012
Michael L. Cox & Associates December 1999 - October 2003
Skills
Income Tax, Accounting, Financial Analysis, Automotive, Small Business, Strategic Financial..., Corporate Tax, QuickBooks, Personal Tax Planning, Personal Income Tax..., Partnership Taxation, Financial Projection, CPA, Year-end Close, Fixed Assets, LIFO, Internal Controls
Education
Portland State University 2007 — 2009
Master's degree, Financial Analysis
University of La Verne 1996 — 2000
Bachelor's degree, Accounting
PwC June 2015 - Present
University of San Diego Campus Recreation August 2011 - May 2015
AKT CPAs, Advisors, Consultants January 2015 - April 2015
Skills
Marketing, Marketing Strategy, Social Media, Social Media Marketing, Social Networking, Facebook, Event Planning, Time Management, Leadership, Teamwork, Customer Service
Education
Texas State University 2015 — 2016
Master of Accountancy
University of San Diego 2011 — 2015
Bachelor of Accountancy
AKT CPAs, Advisors, Consultants January 2014 - Present
Columbia Sportswear June 2013 - December 2013
AKT LLP, CPAs and Business Consultants January 2013 - April 2013
Temp Control Mechanical Services December 2010 - December 2011
Knight Library January 2011 - March 2011
Gensco Inc June 2009 - September 2009
Honke Heating and Air Conditioning June 2008 - July 2008
Beaumont Market September 2003 - April 2004
Skills
Microsoft Office, 10 Key, Internet, Microsoft Excel, Outlook, Microsoft Word, Social Media Marketing
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
University of Oregon - Charles H. Lundquist College of Business 2007 — 2012
Bachelor of Science, Accounting
AKT CPAs, Advisors, Consultants June 2015 - August 2015
Pentagon Federal Credit Union September 2006 - December 2006
Pentagon Federal Credit Union 2004 - 2006
Pentagon Federal Credit Union February 2002 - 2003
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Research, HTML, Facebook, Social Networking, Teamwork, Marketing Strategy, Nonprofits, Data Entry
Education
George Fox University 2014 — 2016
Bachelor of Arts, Accounting
Portland Community College 2011 — 2014
Associates of Science Oregon Transfer Degree
gracespring Bible Church October 2014 - Present
gracespring Bible Church January 2014 - October 2014
gracespring Bible Church June 2011 - September 2014
Gull Lake Ministries June 2007 - June 2011
AKT CPAs, Advisors, Consultants October 2003 - June 2007
Phantom Ranch Bible Camp 2001 - 2002
Skills
Community Outreach, Discipleship, Non-profits, Public Speaking, Management, Nonprofits, Event Planning, Leadership, Fundraising, Leadership Development, Training, Marketing Strategy, Marketing, Time Management, Religion, Teaching, Program Management, Social Networking, Human Resources, Microsoft Office, Preaching, Program Development, Community Development, Volunteer Management, Biblical Studies, Missions, Theology, Pastoral Care, Church Events, Editing, Microsoft Word, Non-profit..., Organizational..., Coaching
Education
Ministry Coaching International 2008 — 2009
Certified Coach
Hong Kong Baptist University 2002 — 2002
Study Abroad Program, Business & Music
Taylor University 1998 — 2002
B.A., Business Administration
Point Loma Nazarene University School of Nursing November 2012 - Present
CapinCrouse LLP July 2015 - August 2015
AKT CPAs, Advisors, Consultants January 2015 - April 2015
The Law Office of Ronald Servis August 2012 - January 2015
City of Englewood May 2009 - September 2014
Big Bear Lake Christian Conference Center June 2013 - July 2014
Skills
Leadership, Customer Service, Cpr Certified, First Aid, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Point Loma Nazarene University 2012 — 2016
Bachelor of Science (B.S.) Business Administration, Accounting
American Business School Paris 2014 — 2014
KPMG US August 2015 - Present
KPMG US March 2015 - July 2015
KPMG US January 2015 - March 2015
KPMG US June 2014 - October 2014
AKT CPAs, Advisors, Consultants January 2014 - April 2014
Phi Sigma Sigma Portland State University March 2013 - April 2014
Beaverton Oral Surgeons June 2010 - June 2013
Pacific Lutheran University September 2010 - May 2011
Skills
Microsoft Excel, Budgets, Accounts Receivable, Accounting, Invoicing, QuickBooks, Finance, Account Reconciliation, Cash Flow
Education
Portland State University 2011 — 2014
Bachelor of Science (B.S.), Accounting
Pacific Lutheran University 2010 — 2011
AKT CPAs, Advisors, Consultants December 2014 - Present
AKT LLP, CPAs and Business Consultants July 2012 - November 2014
McGladrey December 2011 - June 2012
Dixon Hughes Goodman,LLP September 2003 - November 2011
Virginia Beach City Public Schools June 2002 - August 2003
Skills
Microsoft Office, Prosystems fx Engagement, Prosystems fx Tax, Prosystems fx Fixed..., Peachtree, Prosystems fx Practice..., Checkpoint, Halogen eAppraisal, Deltek, Timberline, TValue, IDEA, Caseware, Technical Accounting..., Production Budgeting, Auditing, Social Networking, Business Networking, Organization, Highly Detailed, Capital Budgeting, Operating Budgets, Analytics, Training Delivery, Healthcare, Tax, Financial Reporting, Sarbanes-Oxley Act, Accounting, QuickBooks, Internal Controls, CPA, Fixed Assets, Sage, Account Reconciliation, Tax Preparation, ProSystem fx Tax, Sales Tax, GAAP, HIPPA, Internal Audit, Assurance, Tax Returns, HIPAA, US GAAP, Financial Statements, Financial Analysis, Financial Accounting, Management, Budgets
Education
Keller Graduate School of Management of DeVry University 2006 — 2012
Graduate Certificate in Financial Analysis, Finance, General, 4.0
Keller Graduate School of Management of DeVry University 2005 — 2012
MBA, Finance
Longwood University 1999 — 2003
BSBA, Accounting, 3.602
AKT CPAs, Advisors, Consultants Certified BookkeeperSelf-employedFebruary 2010 - Present
Education
Oregon State University 1973 — 1974
Business Administration and Management, General
George Fox University College of Business August 2014 - Present
George Fox University August 2014 - Present
AKT CPAs, Advisors, Consultants June 2015 - August 2015
MacDonald-Miller June 2014 - August 2014
George Fox University August 2013 - May 2014
Bruin Grounds January 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Team Leadership, Time Management, Event Planning, Public Speaking, Data Entry, Billing Services, Team Building, Phone Etiquette, Accounting, Leadership, Social Media, Teamwork, Leadership Development, Communication, Social Networking, Peer Mediation, Decision Making
Education
George Fox University 2012 — 2016
Bachelor's Degree, Accounting and Finance
King's Way Christian High School 2008 — 2012
High School Diploma
PwC August 2015 - Present
UC San Diego October 2012 - March 2015
KPMG October 2014 - December 2014
PwC June 2014 - August 2014
AKT CPAs, Advisors, Consultants December 2013 - February 2014
Qualcomm June 2012 - August 2012
UC San Diego September 2011 - June 2012
Skills
Social Networking, Public Speaking, IT Management, Java, Programming, Accounting, Social Media, Business Strategy, Photography, Entrepreneurship, Data Analysis, Web Design, Data Analytics, jQuery UI, SAP Basis, Data Visualization, Big Data, Microsoft Excel, C++, SQL
Education
UCSD 2011 — 2015
Bachelor of Science (BS), Computer Science
University of California, San Diego 2011 — 2015
Bachelor of Science, Management Science; Computer Science, Accounting
Delap LLP April 2015 - Present
AKT CPAs, Advisors, Consultants April 2014 - March 2015
Moss Adams LLP January 2007 - April 2014
Price Waterhouse Coopers January 2005 - January 2007
Education
Oregon State University 2000 — 2004
B.S., Accounting
AKT CPAs, Advisors, Consultants July 2015 - Present
One Stop Student Center September 2011 - May 2015
AKT CPAs, Advisors, Consultants July 2014 - August 2014
Skills
Accounting, PowerPoint, Teamwork, Access, Microsoft Word, Management, Microsoft Office, Microsoft Excel, Customer Service, Social Media, Public Speaking, Event Planning, Event Management, Team Leadership, English, Customer Satisfaction, Administrative..., Receptions, Office Administration
Education
University of San Diego 2011 — 2015
BAcc, Accounting
SAP November 2012 - Present
SoundBite Communications (acquired by Genesys) June 2010 - May 2011
AKT CPAs, Advisors, Consultants November 2008 - July 2009
Chockstone (acquired by Heartland Payment Systems) January 2007 - May 2008
NuTech Solutions (acquired by Netezza, an IBM Company) October 2006 - January 2007
Research Triangle Ventures (seed / early-stage venture capital fund ) February 2005 - February 2006
USAT June 2003 - June 2004
FullSeven Technologies (acquired by Research Triangle Software) March 2001 - June 2002
Nortel Networks October 1997 - February 2001
Anixter June 1995 - October 1997
Skills
New Business Development, Client Services, Sales Management, Direct Sales, Solution Selling, Forecasting, Account Management, Key Account Management, Sales Enablement, Channel Partners, Customer Value Creation, Client Development, Operations, Operations Management, Channel Management, Start-ups, Venture Capital, Tableau, Salesforce.com, Mentoring, Sales Operations, Microsoft Office, NetSuite, Market Research, Apple, Contract Negotiation, Excel, Pricing, Analytical Approach, Competitive Analysis, Analytics, Customer Presentations, Channel, Enterprise Software, SaaS, Microsoft Excel, Mergers & Acquisitions, Consultative Selling, Sales Process, Leadership, Strategy, Management, Consulting, Entrepreneurship, Business Planning, Pre-sales, Sales, Strategic Planning, Selling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
Master of Business Administration (M.B.A.), Entrepreneurial Studies - Private Equity & Venture Capital
Bryant University 1990 — 1994
B.S. in Business Administration, Finance
Morristown-Beard High School 1985 — 1990
AKT CPAs, Advisors, Consultants June 2015 - Present
Adventist Medical Center January 2012 - June 2015
Salem Health July 2002 - December 2011
Skills
Hospitals, Healthcare Information..., Healthcare Management, Neuroscience, Orthopedic, Healthcare, Spine, EHR, Oncology, Rehabilitation, Radiology, Healthcare Consulting, Strategic Planning, Informatics, EMR, Epic Systems, Revenue Cycle, Healthcare Industry, Physicians, Orthopedics
Education
Concordia University-Portland
MBA, Business Administration and Management, General
Concordia University-Portland
Bachelor of Business Administration (B.B.A.)
AKT CPAs, Advisors, Consultants July 2015 - Present
Dream Dinners June 2014 - July 2015
R/West March 2015 - June 2015
University of Oregon Cinema Studies Program May 2014 - June 2015
Public Relations Student Society of America, University of Oregon Chapter June 2014 - March 2015
Unforgettable Service & Events March 2014 - September 2014
Public Relations Student Society of America, University of Oregon Chapter January 2014 - June 2014
College Fashion January 2014 - June 2014
Dream Dinners July 2013 - September 2013
University of Oregon Envision Magazine January 2012 - March 2013
Skills
Social Media, Social Media Marketing, Blogging, Twitter, Marketing, Advertising, Public Relations, Writing, InDesign, Copy Editing, Photoshop, Final Cut Pro, Microsoft Office, PowerPoint, Digital Photography, Copywriting, Microsoft Excel, Magazines, Fashion, Newsletters, Journalism, Facebook
Education
University of Oregon 2011 — 2015
Bachelor of Arts, Journalism and Public Relations
Clackamas High School
AKT CPAs, Advisors, Consultants April 2015 - Present
OHSU December 2011 - April 2015
Doernbecher Children's Hospital June 2014 - December 2014
Grenade Gloves March 2011 - June 2011
Sports Wave, Inc July 2007 - March 2011
Ringor Inc September 2006 - July 2007
Skills
Business Development, Physician Relations, Process Improvement, Quality Management, Lean Management, Healthcare Management, Website Development, Strategic Planning, Social Media Marketing, Product Marketing, Digital Marketing, Product Management, Market Research, Social Media, Strategy, Event Planning, Brand Management, Marketing Management, Web Design, Direct Marketing, Marketing Strategy, Marketing Communications, Technical Writing, Creative Solutions, Team Leadership, Management
Education
Oregon Health and Science University 2012 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Portland State University - School of Business 2012 — 2015
Master of Business Administration (MBA), Health/Health Care Administration/Management
Linfield College 1998 — 2002
B.A., Communications-Journalism
Lakeridge High School 1994 — 1998
General Education
AKT CPAs, Advisors, Consultants May 2013 - Present
St. John's HOA Community March 2012 - Present
Scott Creek Farms (AMHA Registered Miniature Horses) February 2012 - Present
ROI Portland January 2010 - September 2014
Kruse Way Economic Forum August 2007 - May 2013
Delap LLP July 2007 - May 2013
Essential Health Clinic January 2012 - December 2012
BodyVox Dance Center September 2011 - April 2012
Arts Council of Lake Oswego March 2010 - June 2011
Arts Council of Lake Oswego May 2008 - August 2010
Skills
Operations Management, Employee Relations, College Recruiting, Training & Development, Strategic Leadership, Recognition Programs, Corporate Events, Corporate Branding, Human Resources, Employee Training, Training, Incentive Programs, Leadership, Performance Management, Recruiting, Resume Writing, Employee Benefits, Interviews, Vendor Relationships, Social Marketing, Time Management, Management
Education
Portland State University 2003 — 2003
Certificate HR Management
Portland State University 1996 — 2000
Bachelors of Science, Psychology and Social Sciences
North County Basketball Association November 2011 - Present
AKT CPAs, Advisors, Consultants July 2015 - August 2015
Target September 2012 - December 2012
Regal Entertainment Group September 2011 - December 2011
Skills
Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Financial Analysis, Budgets, Financial Reporting, Leadership, Sales Tax, Tax Preparation, Tax Returns
Education
San Diego State University-California State University 2014 — 2016
Bachelor's Degree, Accounting, Major GPA: 4.00
San Diego Mesa College 2011 — 2014
Associate of Science (A.S.), Sociology
AKT CPAs, Advisors, Consultants January 2015 - April 2015
San Diego State University September 2013 - December 2014
CBIZ MHM, LLC June 2014 - August 2014
Volunteer Income Tax Assistance February 2014 - April 2014
Samsung Electronics November 2011 - June 2012
Pragmatium Consulting Group, Inc. June 2011 - November 2011
Knox College September 2008 - June 2011
Caterpillar Inc. June 2010 - August 2010
Skills
GAAP, Auditing, SAP, Financial Analysis, Teamwork, Data Analysis, Financial Reporting, Microsoft Excel, Public Speaking, PowerPoint, Financial Accounting, Access, Time Management, Management
Education
San Diego State University-California State University 2013 — 2015
Master of Science (MS)
Knox College 2007 — 2011
Bachelor of Arts
Daimler Trucks North America June 2015 - Present
AKT CPAs, Advisors, Consultants January 2015 - April 2015
Portland State University March 2013 - December 2014
Mercy Corps August 2014 - November 2014
Portland State University May 2013 - August 2014
Schwindt & Company January 2014 - June 2014
Portland State University June 2012 - April 2014
Portland State University March 2012 - April 2014
Portland State University December 2012 - September 2013
Skills
Microsoft Excel, Teaching, Microsoft Office, Research, Customer Service, Teamwork, English, Public Speaking, PowerPoint, Accounting, Chinese, Project Planning, Microsoft Word, Orientation Programs, Financial Accounting, Finance, Leadership, Latin Dance, Quantitative Finance, External Audit, Financial Audits, Sketching, Tax, Income Tax, Corporate Tax, Tax Returns, Tax Accounting, SAP
Education
Portland State University 2013 — 2015
M.S. Degree in Financial Analysis, Concentrated on Public Accounting, 3.90
Portland State University 2011 — 2013
B.S. Degree in Physics, Concentrated on Theoretical Physics, 3.92
AKT CPAs, Advisors, Consultants Activities CoordinatorWyndham WorldwideJune 2012 - August 2012
Skills
GAAP, Auditing, Microsoft Office, Microsoft Word, Accounting, CPA, Social Media
Education
University of San Diego 2009 — 2013
Master of Science (MS), Taxation
University of San Diego 2009 — 2013
Bachelor's degree, Accounting
AKT CPAs, Advisors, Consultants July 2015 - Present
Dickerson Rix November 2010 - April 2014
A Fair Way Mediation Center February 2010 - November 2012
San Diego Superior Court August 2009 - August 2010
Opper & Varco LLP 2003 - 2006
MCKENNA & CUNEO October 1993 - September 1995
Allen Matkins 1987 - 1989
Arthur Andersen Business Consulting 1984 - 1987
Skills
Word 2003 & '07, Excel, PowerPoint, Outlook, Accuracy and attention..., Legal Solutions, LaCerte, Excellent interpersonal..., Typing in excess of 80..., Team player, Strong work ethic and..., Able to multi-task and..., Work Ethic, Microsoft Excel, Legal Writing, Teamwork, Spreadsheets, Filing, Invoicing, Microsoft Word, Administrative..., Software Documentation, Constant Contact, Travel Arrangements, Fax, Customer Service, Microsoft Office, Calendars, Confidentiality, Transcription, Timeslips, Legal Documents, Training, Administrative...
Education
San Diego Mesa College
AS, Interior Design
San Diego Culinary Institute
Professional Culinary Arts, Culinary Arts
AKT CPAs, Advisors, Consultants November 2001 - Present
Maginnis & Carey LLP 1999 - 2001
Skills
Business Transition..., Financial statement..., Overhead rate (FAR 31)..., Financial benchmarking, Accounting and job..., ESOP and 401(k)..., Cash flow projections
Education
Linfield College 1995 — 1999
BS, Accounting
AKT CPAs, Advisors, Consultants January 2014 - Present
PTI Marketing Technologies September 2005 - April 2013
Skills
SaaS, Salesforce.com, Email Marketing, Direct Marketing, Lead Generation, Strategic Partnerships, Solution Selling, B2B, Product Marketing, Business Strategy, Account Management, Marketing Strategy, Marketing, Tax, Accounting
Education
California State University-San Marcos - College of Business Administration 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
AKT CPAs, Advisors, Consultants April 2013 - Present
University of Western States March 2010 - February 2013
University of Western States September 2008 - March 2010
WebMD January 2007 - September 2008
Oregon State University January 2005 - October 2006
Skills
Microsoft Office, Team Leadership, XP, Active Directory, Windows 7, Windows Server, Group Policy, Servers, Microsoft Exchange, System Administration, Operating Systems, SharePoint, Management, DHCP, Hardware, DNS, Technical Support
Education
Oregon State University 2000 — 2006
Business Administration, MIS, International Business, Actuarial Sciences
Universitetet i Agder (UiA) 2004 — 2004
International Business
AKT CPAs, Advisors, Consultants August 2014 - Present
Carl W Foster, CPA LLC July 2011 - August 2014
McCoy Foat & Company PC November 2010 - July 2011
Carl W Foster CPA LLC July 2004 - November 2010
Robert W. Ruff CPA LLC July 2000 - June 2004
Moss Adams LLP July 1999 - June 2000
Skills
Tax Preparation, Income Tax, Corporate Tax, Tax Accounting, Accounting, Federal Tax, Forensic Accounting, Tax Returns, Tax, Accountants, S Corporations, State Tax, Auditing, IRS, Fixed Assets, Business Tax Planning, Personal Tax Planning, Financial Planners, Preparation, Due Diligence, CPA, Internal Controls, Year End Accounts, Trusts, QuickBooks, GAAP, Financial Reporting, Partnership Taxation, Tax Research, Financial Statements, Financial Planning
Education
Oregon State University 1997 — 1999
BS, Accounting
AKT CPAs, Advisors, Consultants June 2013 - Present
CEA, LLP January 2007 - June 2013
Skills
GAAP, QuickBooks, Corporate Tax, Tax Accounting, Accounting, Financial Reporting
Education
California State University-San Marcos - College of Business Administration 2003 — 2007
Irvine & Company August 2015 - Present
AKT CPAs, Advisors, Consultants January 2014 - July 2015
Shaw & Sullivan January 2013 - May 2013
KPMG October 2009 - October 2011
Wells Fargo February 2009 - September 2009
KPMG June 2008 - September 2008
Regional Arts & Culture Council July 2007 - June 2008
Keene & Gizzi November 2002 - July 2005
Skills
Accounting, Financial Reporting, Tax, Corporate Tax, GAAP, Financial Accounting, Financial Analysis, US GAAP, Tax Preparation, Tax Accounting, Income Tax, Accounts Payable, Microsoft Excel
Education
Portland State University - School of Business 2006 — 2008
Accounting
Massachusetts School of Law 1997 — 1999
Doctor of Law (JD), Cum Laude
University of Massachusetts, Amherst 1992 — 1996
BA, Legal Studies, Sociology
Act-On Software, Inc. June 2015 - September 2015
AKT CPAs, Advisors, Consultants January 2015 - April 2015
Georgia-Pacific LLC June 2014 - August 2014
Oregon State University-The Daily Barometer October 2011 - June 2014
Linn County General Services April 2013 - June 2013
Oaks Amusement Park May 2009 - September 2012
Tualatin Hills Parks and Recreation District November 2007 - May 2008
Skills
Accounting, Microsoft Excel, PowerPoint, Digital Photography, Microsoft Word, Research, Interviewing Skills, News Writing, QuickBooks, Communication, Oral & Written..., Microsoft PowerPoint, Microsoft Outlook, Presentation Skills, Training, ProSystem fx Tax, ProSystem fx Engagement, Thomson Reuters..., Salesforce.com, NetSuite, Personal Income Tax...
Education
Oregon State University 2011 — 2014
BS, Accountancy, Accounting
Portland Community College 2008 — 2011
School of Science and Technology 2004 — 2008
High School Diploma
Twality Middle School 2001 — 2004
AKT CPAs, Advisors, Consultants January 2014 - August 2014
Creamer & Associates August 2009 - December 2013
US Bank December 1987 - June 2009
Education
Chemeketa Community College 1986 — 1987
Associates, Banking & Finance
AKT CPAs, Advisors, Consultants December 2014 - Present
Fouts & Morgan CPAs December 2005 - December 2014
Cannon & Company, LLP August 2000 - August 2005
Whitehorn Tankersley & Davis, PLLC January 1990 - October 1994
IBM May 1981 - January 1990
Skills
Tax, Valuation, Financial Statements, Certified Financial..., CPA, Partnership Taxation, Mergers & Acquisitions, Auditing, Mentoring Of Staff, Training, Microsoft Excel, Financial Analysis, GAAP
Education
Union University 1999 — 2001
Graduate Business Courses
The University of Memphis 1986 — 1988
CPA Preparation Program
The University of Memphis 1977 — 1981
Bachelor of Arts (B.A.), Economics
Perkins & Co October 2014 - Present
RF Associates llc December 2009 - October 2014
AKT CPAs, Advisors, Consultants November 2005 - December 2009
Holmes Royer, LLP (later becomes RF Associates llc) October 2004 - November 2005
Deloitte November 2002 - October 2004
Arthur Andersen/KPMG September 1997 - November 2002
Skills
Auditing, Accounting, Financial Statements, Management Consulting, Income Tax, Internal Controls, Tax, Financial Audits, Compilation, Employee Benefits, CPA, Peer Reviews, International Business, Technical Accounting..., Japanese culture, Strategy, Transfer Pricing, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, SSAE 16, SOC (Service...
Education
University of Oregon
Bachelor of Science (B.S.), Accounting
AKT CPAs, Advisors, Consultants September 2014 - Present
McCahan, Helfrick, Thiercof & Butera Accountancy Corporation January 2013 - September 2014
Yard House April 2011 - January 2013
California Pizza Kitchen November 2005 - April 2011
Ricoh Business Solutions January 2008 - January 2009
Plaza Hotel January 2004 - January 2005
Skills
Sales, Microsoft Excel, Forecasting, CRM, Budgets, Financial Analysis, Management, Time Management, Accounts Payable, Inventory Control, Customer Service, Accounting, Leadership, Financial Reporting, Outlook, Microsoft Word, PowerPoint
Education
Santa Clara University - Leavey School of Business 2010 — 2010
CAAP, Accounting
California State University Monterey Bay 2005 — 2008
Bachelor of Science (BS), Business Administration, Management and Operations
AKT CPAs, Advisors, Consultants May 2013 - Present
Grant Thornton LLP October 2012 - May 2013
Education
California State University-San Marcos - College of Business Administration 2007 — 2011
Gray, Gray & Gray February 2012 - February 2015
AKT CPAs, Advisors, Consultants January 2003 - March 2011
BIK & CO, LLP June 1990 - February 2002
Skills
Accounting
Education
Indiana University Bloomington 1967 — 1971
BA, French & Secondary Education
AKT CPAs, Advisors, Consultants September 2013 - Present
Radisson June 2012 - December 2012
Education
San Diego State University-California State University 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
AKT CPAs, Advisors, Consultants January 2015 - April 2015
API Healthcare October 2013 - January 2015
Skills
Microsoft Excel
Education
University of California, San Diego 2009 — 2013
Bachelor's degree, Management Science
McGladrey February 2014 - Present
Grant Thornton LLP January 2013 - March 2013
AKT CPAs, Advisors, Consultants January 2012 - April 2012
Skills
- Proficient in..., Corporate Tax, Accounting, GAAP, State Tax, Income Tax, Tax Returns, Tax Research, Tax Preparation, Tax
Education
Northern Illinois University 2011 — 2013
Accounting
Harper College 2009 — 2011
Associate of Science (AS)
American Specialty Health July 2015 - Present
American Specialty Health June 2012 - Present
AKT CPAs, Advisors, Consultants January 2011 - May 2012
AKT CPAs, Advisors, Consultants January 2008 - December 2010
AKT CPAs, Advisors, Consultants November 2005 - December 2007
Education
Sonoma State University 2002 — 2005
Business with a Concentration in Accounting