Arthur Andersen
Industry: Accounting company
DescriptionArthur Andersen LLP, based in Chicago, was an American holding company. Formerly one of the "Big Five" accounting firms, the firm had provided auditing, tax, and consulting services to large corporations. By 2001, it had become one of the world's largest multinational companies. Ceased operations: August 2002 Founded: 1913 Revenue: 9.3 billion USD (in 2002) Headquarters: St. Charles, Illinois, United States Number of employees: 85,000 Founders: Arthur E. Andersen, Clarence DeLany
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Arthur Andersen Employees
PwC September 2012 - Present
Ant's Eye View March 2009 - September 2012
Microsoft June 2005 - March 2009
Slalom Consulting September 2003 - June 2005
Hitachi Consulting August 2001 - September 2003
Arthur Andersen September 1999 - August 2001
Skills
Strategic Planning, Organizational Design, Change Management, Social Media Marketing, Operational Planning, Management Consulting, Customer Presentations, Project Execution, Relationship Marketing, Executive Coaching, Social Business, Business Strategy, Social Media, Customer Experience, Team Building, Strategy Development, Start-ups, Business Process..., Business Management, Professional Services, Organizational Change, Marketing Strategy, Business Planning, Business Transformation, Strategy, Project Management, E-commerce, CRM, Enterprise Software, Marketing Communications, Cross-functional Team..., Management, IT Strategy, Program Management, Marketing, Consulting, Strategic Partnerships, Analytics, Product Management
Education
Brigham Young University 1993 — 1999
Bachelor of Science, Business Administration, Information Systems
Costco Wholesale November 2014 - Present
King County, WA February 2013 - November 2014
WA State Department of Enterprise Services February 2012 - January 2013
Loudoun County May 2006 - January 2012
Loudoun County February 2003 - May 2006
Arthur Andersen September 2001 - November 2002
Skills
Analysis, Business Analysis, Project Management, MS Project, Visio, Access, Program Management, Software Documentation, Business Process..., Government, SharePoint, Data Analysis, Business Intelligence, Business Process, Crystal Reports, Requirements Gathering, Training, Requirements Analysis, SDLC, Process Improvement, Strategic Planning, Management, Team Leadership, Information Technology, Databases, Project Planning, Troubleshooting, Jetstrap, SSRS
Education
Brigham Young University 1994 — 2001
Master's, Accountancy
reddbug April 2009 - Present
Cadence February 2007 - May 2013
Instructis August 2010 - April 2013
PortfolioDashboards.com January 2010 - March 2013
TruckersDispatch.com November 2005 - December 2009
Ancestry.com March 2005 - April 2007
ACC Capital Holdings July 2004 - March 2005
Synopsys June 2000 - September 2002
Arthur Andersen May 1999 - June 2000
Skills
Management, Team Management, Product Marketing, Online Marketing, Analytics, Product Management, Strategy, Competitive Analysis, Digital Marketing, Email Marketing, Start-ups, Web Analytics, Online Advertising, Cross-functional Team..., Business Development, Digital Media, Business Planning, Management Consulting, Strategic Partnerships, Social Media, Marketing Strategy, Lead Generation, E-commerce, SEO
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
Brigham Young University 1996 — 1999
BS, Business Mgmt / Finance
Association of American Medical Colleges (AAMC) August 2015 - Present
Association of American Medical Colleges (AAMC) December 2013 - July 2015
CLT Consulting, LLC July 2002 - July 2015
College of American Pathologists July 2004 - June 2015
Johnson Controls December 2011 - May 2015
Drake Resource Group 2002 - 2009
Arthur Andersen January 1995 - April 2002
Household Finance 1994 - 1995
Skills
Instructional Design, E-Learning, Curriculum Design, Project Management, Training, Workshop Facilitation, Coaching, Performance Management, Leadership Development, Curriculum Development, Needs Analysis, Staff Development, Adult Education, Leadership, Employee Engagement, Program Management, Performance Improvement
Education
University of Wisconsin-Milwaukee 1991 — 1993
Masters, Communication
Bowling Green State University 1987 — 1991
BA, Communication
Grant Thornton LLP 2013 - Present
Gap Inc. 2010 - 2012
Heatherwood 2006 - 2012
KPMG LLP 2006 - 2009
Deloitte 2002 - 2003
Arthur Andersen 1998 - 2002
Skills
International Tax, Tax, Corporate Tax, Transfer Pricing, Tax Research, Tax Accounting, Tax Law, Income Tax, Mergers & Acquisitions, Due Diligence, Tax Advisory, Transaction Coordination, Document Drafting, Document Review, Tax-planning, Legislative Research, Communicate Clearly, Cross-functional..., Project Management, People Development, Client-focused, Business Development, Corporate Law
Education
Berkley High School
Diploma
Brandeis University
B.A.
New York University School of Law
LL.M.
The George Washington University Law School
J.D.
EY November 2009 - Present
KPMG June 2002 - October 2009
Arthur Andersen 2001 - 2002
Skills
Tax, Corporate Tax, Tax Accounting, Tax Research, Income Tax, Tax Advisory, CPA, Partnership Taxation, SEC filings, Big 4, Tax Law, Tax Preparation, Accounting, Tax Returns, FIN 48, ASC 740, Individual Taxation, Tax Consulting, Technology
Education
Brigham Young University 1997 — 2001
MS, Taxation
Highland High School
Highland High School
WSRP, LLC July 2015 - Present
Leap Wireless International, Inc. (dba Cricket Communications) August 2010 - September 2014
Deloitte Tax LLP May 2002 - August 2010
Arthur Andersen July 1998 - May 2002
Skills
Tax, Income Tax, Accounting, International Tax, Corporate Tax, Tax Accounting, Tax Research, Tax Returns, Financial Reporting, Sarbanes-Oxley Act, Tax Advisory, Tax Services, Big 4, Tax Compliance, Internal Controls, Sarbanes-Oxley, Transaction Tax, Leadership, Cross-functional Team..., Federal & State Income..., Training, Coaching, Productivity Improvement, Intellectual Property, Strategic Tax Planning, Hyperion, General Ledger, SEC Filings, US GAAP, Account Reconciliation, Due Diligence, Finance, Financial Analysis, Financial Statements, GAAP, Financial Accounting
Education
San Diego State University-California State University
Master of Science (MS), Accountancy (emphasis Taxation)
San Diego State University-California State University
Bachelor of Science (B.S.), Business Administration (emphasis Accounting)
Brigham Young University
Cooper Standard November 2002 - Present
Adcore Japan July 2000 - August 2002
Daugherty Business Solutions May 1999 - May 2000
Systems Resources Consulting January 1996 - May 1999
Arthur Andersen June 1994 - December 1995
Education
Walsh College 2006 — 2009
MS, Business Information Technology
Brigham Young University 1986 — 1994
BS, Computer Science
Micron Technology June 2006 - Present
Republic Services Inc May 2002 - May 2006
Arthur Andersen July 1999 - May 2002
Skills
Internal Audit, Risk Management, Business Process..., Risk Assessment, Internal Controls, Project Management, Leadership
Education
Brigham Young University 1998 — 1999
Master of Accountancy, Information Systems
Brigham Young University 1992 — 1998
Bachelor of Science (B.S.), Accounting
Ernst & Young May 2002 - Present
Arthur Andersen September 2001 - May 2002
Skills
Capital Markets, IFRS, SEC filings, US GAAP reporting, Financial Reporting, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Brigham Young University 1994 — 2001
Master's degree, Accounting
3Cept June 2001 - Present
Accenture January 2001 - June 2001
Deloitte & Touche April 1999 - October 2000
Arthur Andersen January 1994 - March 1999
Citibank August 1992 - December 1993
PG&E (Pacific Gas & Electric) June 1991 - August 1992
Skills
Management Consulting, Strategic Consulting, Entrepreneurship, Strategy Development, Professional Services, Analytics, Strategy, Cross-functional Team..., Leadership, Program Management, CRM, SaaS, Business Intelligence, Project Planning, Social Networking, Training, Mergers & Acquisitions, Product Marketing, Strategic Planning, Outsourcing, Start-ups, Management, Budgets, Executive Management, Enterprise Software, Project Management, Strategic Partnerships, Change Management, Consulting, Business Development, Business Strategy, New Business Development, Product Management, Business Process..., Competitive Analysis, Recruiting, Human Resources, Emerging Markets, Business Analysis, Business Transformation, Market Research, Project Portfolio..., Marketing, Business Planning, Go-to-market Strategy, Team Leadership, Product Development, Process Improvement, IT Strategy, Analysis
Education
Brown University 1984 — 1989
ScB, Materials Science Engineering
Williston-Northampton School 1980 — 1984
Diploma, High School
Dover-Sherborn High School
Andersen Tax March 2011 - Present
KPMG LLP May 2002 - March 2011
Arthur Andersen February 2002 - May 2002
Ernst & Young April 1999 - December 2001
PricewaterhouseCoopers April 1997 - April 1999
Immunex Corporation December 1993 - April 1997
Ernst & Young January 1988 - December 1993
Skills
Tax Research, Corporate Tax, Tax Accounting, Tax, Partnership Taxation, State Tax, Accounting, CPA, Tax Advisory, SEC filings, Income Tax, Auditing, GAAP, Financial Analysis
Education
Brigham Young University 1986 — 1987
MAcctg, Accounting
University of Utah - David Eccles School of Business 1982 — 1986
BS, Accounting
Capital Group May 2011 - Present
Hamrick Investment Counsel LLC 2005 - April 2011
Washington Mutual, Inc. 2003 - 2005
Laird Norton Trust Company 2000 - 2003
Arthur Andersen 1996 - 2000
Education
Bradley University
B.S.
DePaul University - Charles H. Kellstadt Graduate School of Business
M.S.
AECOM August 2008 - Present
AECOM March 2006 - August 2008
Korn Ferry April 2001 - March 2006
Arthur Andersen September 1996 - March 2001
Skills
Financial Analysis, Managerial Finance, Cash Flow, Financial Reporting, Variance Analysis, Finance, Accounting, Financial Modeling, Due Diligence, Sarbanes-Oxley Act, Internal Controls, Mergers & Acquisitions, Budgets, Strategic Financial..., Analysis, Auditing, Corporate Finance, Financial Accounting, Revenue Recognition, Forecasting, SEC filings, GAAP, US GAAP, Cash Management, Sarbanes-Oxley, General Ledger, Consolidation, Hyperion Enterprise, Financial Forecasting, Financial Statements, Process Improvement, Financial Planning
Education
Brigham Young University 1991 — 1996
Master's of Accountancy, Accounting and Finance
San Diego Housing Commission July 2015 - Present
San Diego Regional Economic Development Corporation July 2015 - Present
Vization Learning August 2009 - August 2014
Adamas Business Group July 2008 - August 2009
Protiviti/Robert Half January 2005 - May 2008
General Dynamics AIS February 2002 - January 2005
Arthur Andersen September 2000 - February 2002
United Way International January 1996 - April 1996
Skills
Staff Development, Sales, Management Consulting, Business Process..., Due Diligence, Sarbanes-Oxley Act, Risk Management, Mergers, Process Improvement, CISA, Leadership Development, Data Analysis, Business Strategy, Financial Analysis, Organizational..., Strategic Planning, Instructional Design, Business Development, Training, Project Management, E-Learning, Change Management, Management, Business Process, Needs Analysis, Employee Training
Education
University of San Diego School of Business Administration 2014 — 2016
Master of Science in Real Estate (MSRE) and Master of Business Administration (MBA), Real Estate Development, 3.88
Brigham Young University 1995 — 2000
Bachelor of Arts (B.A.), International/Global Studies & Russian, 3.72
University of Nevada Las Vegas January 2011 - Present
Deloitte Tax, LLP May 2002 - November 2010
Capital University Law School June 1991 - May 2005
Arthur Andersen October 1994 - May 2002
(Sole Practitioner) August 1990 - October 1994
Arthur Andersen August 1982 - August 1990
The Goodyear Tire & Rubber Company July 1978 - September 1981
Skills
Tax, Tax Research, Corporate Tax, Tax Accounting, Income Tax, International Tax, Due Diligence, Accounting, Tax Advisory, Partnership Taxation, Business Law, Certified Public..., Admitted to Ohio Bar..., Tax Preparation, Financial Accounting, Sales Law, Chartered Global..., CPA, SEC filings, Microsoft Excel, Internal Controls, Commercial Litigation
Education
Georgetown University Law Center 1983 — 1984
Master of Laws (LL.M.), Taxation
University of Akron School of Law 1978 — 1982
Juris Doctor, Law
Bowling Green State University 1974 — 1978
BSBA, Accounting
L-3 Communications June 2011 - Present
L-3 Communications March 2010 - June 2011
L-3 Communications June 2007 - March 2010
L-3 Communications July 2004 - June 2007
KPMG July 2002 - July 2004
Arthur Andersen June 2000 - July 2002
Skills
Financial Analysis, Financial Reporting, Leadership, Program Management, Management, Accounting, Managerial Finance, Revenue Recognition, Finance, CPA, Process Improvement, Forecasting, US GAAP, Earned Value Management, Business Strategy, GAAP, Internal Controls, Sarbanes-Oxley Act, Mergers & Acquisitions, Cost Accounting, SEC filings, Variance Analysis, Entrepreneurship, Cross-functional Team..., Innovation Management, Financial Modeling, Pricing Strategy, Strategy, Strategic Planning
Education
Harvard Business School
Executive Leadership
Brigham Young University
MAcc, Master of Accounting
Brigham Young University
Bachelor of Science, Accounting
Purdue University
Silicon Border Development July 2004 - Present
David P. Tenney & Associates January 2002 - Present
FOREMAN® Products January 2012 - Present
MFitness / МФитнес January 2012 - Present
Golden Healthcare LLC 2012 - 2014
PKF,LLP December 2001 - December 2002
McGladrey & Pullen 1999 - 2001
Pro Kennex 1997 - 1999
FPA Medical Management 1996 - 1997
Arthur Andersen 1995 - 1996
Skills
Financial Analysis, Mergers & Acquisitions, Customer Service, Investor Relations, Due Diligence, Business Development, Real Estate, Entrepreneurship, IPO, International Business, Business Planning, Management Consulting, Financial Modeling, Accounting, Business Strategy, Negotiation, Strategy, Real Estate Development, New Business Development, Start-ups, Corporate Finance, Financial Reporting, Executive Management
Education
Brigham Young University 1983 — 1990
Bachelor of Science, Accounting
University of Nevada-Las Vegas 1993 — 1994
Courses, Masters of Business Administration
ReliabilityFirst Corporation December 2014 - Present
University of Louisville March 2014 - June 2015
Chestnut Hill Advisors January 2009 - March 2014
Ernst & Young May 2002 - January 2009
Arthur Andersen June 1973 - May 2002
Skills
Utility Industry, Internal Controls, Energy, Financial Reporting, Auditing, SEC filings, GAAP, IFRS, Internal Audit, Sarbanes-Oxley Act, CPA, Risk Management, IPO, Public Companies, Accounting, Finance, Financial Analysis, SEC Filings
Education
Bowling Green State University 1969 — 1973
BSBA, Accouting
AppNexus October 2013 - Present
Bank of America September 2009 - 2013
Deutsch Consulting July 2007 - August 2009
Brown Brothers Harriman February 2001 - July 2007
Arthur Andersen November 1998 - February 2001
Salomon Brothers 1994 - 1998
IBM (International Business Machine) August 1990 - November 1993
New York Life Insurance Company July 1987 - August 1988
Skills
Leadership Development, Performance Management, Onboarding, Assessment Center, Talent Management, 360 Feedback, Organizational..., Succession Planning, Organizational..., Employee Engagement, Organizational Design
Education
The University of Connecticut 1988 — 1995
MA/Ph.D., Industrial/Organizational Psychology
Brandeis University 1983 — 1987
B.A., Psychology
HJ & Associates, LLC October 2008 - Present
Bluffdale City January 2008 - Present
Bluffdale City March 2006 - Present
Friends of the Salt Lake County Children's Justice Center March 2015 - Present
CFMA March 2013 - March 2015
Kartchner & Purser, PC January 1991 - September 2008
Arthur Andersen May 1985 - December 1990
Skills
CPA, SEC filings, GAAP, US GAAP, Revenue Recognition, Internal Controls, Accounting, Financial Statements, Financial Accounting, Financial Reporting, Auditing, Tax Preparation, QuickBooks, Sarbanes-Oxley Act, General Ledger, Tax Returns, Tax, Tax Accounting, Managerial Finance, Corporate Tax, Financial Analysis, Cost Accounting, Tax Research, Financial Audits, Compilation, Microsoft Excel, Accounts Payable, Accounts Receivable, Bookkeeping, Cash Flow, Income Tax, Forensic Accounting, Consolidation, External Audit, Account Reconciliation, Strategic Planning, SEC Filings
Education
Brigham Young University 1978 — 1985
MAcc, Accounting
Alzheimer's Association® June 2015 - Present
Woodland Estates, LLC March 2004 - Present
Barnes Distribution, a division of Barnes Group Inc. March 2001 - June 2014
Whittman-Hart / marchFIRST March 1998 - February 2001
Premier Farnell November 1993 - March 1998
Arthur Andersen September 1983 - November 1993
Skills
Process Improvement, ERP, Integration, IT Management, Business Process..., Vendor Management, JD Edwards, Project Management, Team Building, CRM, Supply Chain Management, Business Intelligence, Business Analysis, Operations Management, Supply Chain, Management Consulting, Cross-functional Team..., Purchasing, Management, SharePoint, Leadership, Change Management, SAP, Business Process
Education
Bowling Green State University 1979 — 1983
BSBA, Acct & MIS
Tall Timber Consulting January 2012 - Present
Coldwell Banker Tomlinson Group February 2012 - Present
Building Contractors Association of Southwestern Idaho (BCASWI) 2001 - Present
Capital Development April 1997 - November 2011
Arthur Andersen April 1994 - April 1997
IBM January 1992 - July 1992
The Church of Jesus Christ of Latter-day Saints January 1988 - December 1989
Skills
Entitlements, Land Acquisition, Construction Management, Zoning, Land Development, Real Estate Development, Financial Analysis, Forecasting, Real Estate, Budgets, Managerial Finance, Process Scheduler, New Home Construction, Customer Service, Approvals, Foreclosures, Buyer Representation, Sellers, Construction, Residential Homes, Investment Properties, Due Diligence, Property Management, Commercial Real Estate, Single Family Homes, Investors, REO, Consulting, Residential Land..., Budgeting, Permitting, Scheduling, Land, First Time Home Buyers, Real Estate Transactions, Short Sales, Real Property, New Home Sales, Relocation, Condos, Listings, Buyers, Move Up Buyers, Property, Vacation Homes, Luxury, ABR, Referrals, New Homes, Rentals
Education
Brigham Young University 1993 — 1994
MBA
Brigham Young University 1986 — 1994
B.S., Accounting
Americas United Bank January 2013 - Present
Scherzer International January 1993 - Present
The Private Bank of California 2005 - July 2013
Facey Medical Foundation 2004 - June 2012
Verdugo Banking Company July 1991 - August 2004
Scherzer & Company February 1990 - December 1992
Products Research and Chemical February 1989 - February 1990
Arthur Young 1979 - 1989
Arthur Andersen July 1963 - March 1977
Skills
Private Equity, Mergers, Investment Banking, Banking, Finance, IPO, Investments, Commercial Lending, Strategic Planning, Due Diligence, Venture Capital, Corporate Development, Corporate Finance, Financial Services, Auditing, Background Checks, Restructuring, Financial Analysis, Management Consulting, Tax, Business Valuation, Start-ups, Financial Modeling, Valuation, Executive Management, Loans, Forensic Accounting, Credit, Strategy, Cash Flow, Small Business, Business Planning, Divestitures, Risk Management, M&A experience, Portfolio Management, Financial Structuring, Strategic Financial..., Mergers & Acquisitions, Financial Planning
Education
Case Western Reserve University - Weatherhead School of Management 1965 — 1967
MBA, Accounting
Bowling Green State University 1959 — 1963
BS, Business
Roslyn High School 1955 — 1959
Andersen Tax July 2002 - Present
Arthur Andersen December 2000 - July 2002
Skills
Income Tax, International Tax, Tax Advisory, US Tax, Tax Returns, Estate Tax Planning
Education
Brooklyn Law School 1994 — 1997
Doctor of Law (JD)
Bowling Green State University 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Coppertree Ltd. June 2013 - Present
Riverain Group 2000 - 2013
Preston Financial Group 1992 - 2000
Arthur Andersen 1978 - 1991
Skills
Mergers, Investments, Strategic Financial..., Financial Analysis, Due Diligence, Medical Devices, Start-ups, Private Equity, Mergers & Acquisitions, Strategy, Managerial Finance, Strategic Planning, Business Planning, Financial Reporting, Finance, Tax, Real Estate, Leadership, Estate Planning, Financial Planning
Education
Bowling Green State University 1974 — 1978
BSBA, Accounting
ShopKeep May 2014 - Present
iQor January 2012 - December 2013
iQor 2004 - 2011
MortgageIT 2002 - 2004
Skillgames (portfolio of Walker Digital) 1999 - 2002
Universal Studios Florida 1997 - 1999
The Walt Disney Company 1989 - 1997
Quality Systems, Inc. June 1988 - August 1989
D.A. Porter Advertising 1986 - 1988
Arthur Andersen 1984 - 1986
Skills
Mergers & Acquisitions, Due Diligence, Strategy, Leadership, Integration, Process Improvement, Private Equity, Executive Management, CEO Leadership, Outsourcing, LBO, Turnaround Experience, Financial Modeling, Finance, Business Development, Project Planning, Accounting, Business Planning, Entrepreneurship, Strategic Partnerships, Risk Management, CEOs, Management, Analytics
Education
Harvard Business School 1986 — 1988
Master of Business Administration (M.B.A.), Finance, General
Brigham Young University 1978 — 1984
BS, Accounting
World Trade Center Utah July 2014 - Present
Office of Governor Gary R. Herbert December 2010 - July 2014
Governor's Office of Economic Development January 2008 - December 2010
Utah Division of Real Estate September 2005 - January 2008
U.S. House of Representatives August 2002 - September 2005
Arthur Andersen August 1998 - August 2002
Education
Brigham Young University—J. Reuben Clark Law School 1995 — 1998
JD/MPA
Brigham Young University 1990 — 1995
BA, International Relations
Jacuzzi Group Worldwide January 2008 - Present
National RV June 2001 - January 2008
PacifiCare February 1999 - June 2001
Arthur Andersen September 1996 - February 1999
Skills
Accounting, Auditing, Forecasting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Cost Accounting, Internal Controls, Cash Flow, Managerial Finance, SEC filings, Hyperion Enterprise, GAAP, Cross-functional Team..., Accounts Payable, Strategic Financial..., US GAAP, CPA, Variance Analysis, Financial Accounting, Revenue Recognition
Education
Brigham Young University 1989 — 1996
Master of Accountancy, Accounting
Hitachi Consulting July 2002 - Present
Arthur Andersen September 2001 - July 2002
Capital Media August 2000 - July 2001
Brigham Young University August 1998 - May 2000
Alcatel 1998 - 2000
The Church of Jesus Christ of Latter-day Saints January 1996 - December 1997
Skills
IT Strategy, Business Analysis, Cloud Computing, Change Management, Enterprise Architecture, Solution Architecture, Professional Services, Business Process, Security, Strategy, Management Consulting, Integration, Microsoft SQL Server, Enterprise Software, Leadership, Business Intelligence, Disaster Recovery, Management, Business Process..., Solution Selling, Vendor Management, Windows Server, SDLC, Consulting, Active Directory, Entrepreneurship, ITIL, Microsoft Technologies, SaaS, Project Management, Infrastructure, Data Center, Program Management, IT Operations, IT Management, Information Technology, Outsourcing, Networking, Public Speaking, SharePoint
Education
Brigham Young University 1995 — 2001
B.S., International Studies with an Emphasis in Global Trade & Economics; Minor in Latin American Studies
View Dynamic Glass January 2014 - Present
Conceptus, Inc. (NASDAQ: CPTS, acquired by Bayer Healthcare LLC) April 2012 - August 2013
Solyndra, Inc. July 2010 - April 2012
Solyndra, Inc. June 2008 - July 2010
PricewaterhouseCoopers May 2003 - June 2008
Armanino McKenna LLP 2002 - 2003
Arthur Andersen 2001 - 2002
Skills
SEC filings, Revenue Recognition, Sarbanes-Oxley Act, Consolidation, Start-ups, Corporate Finance, IPO, Cost Accounting, Medical Devices, Treasury, Public Companies, Solar Energy, Semiconductors, Stock Compensation, Financial Analysis, Tax Accounting, Technical Accounting, Debt, Accounting Close, Due Diligence
Education
Brigham Young University 1997 — 2001
BS, Accounting
Beyond Trust June 2015 - Present
CBIZ MHM, LLC January 2010 - June 2015
Medicis Pharmaceutical Corporation July 2008 - November 2009
Deloitte June 2006 - June 2008
Arthur Andersen 1993 - 2002
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Accounting, CPA, Partnership Taxation, SEC filings, Tax Preparation, Tax Research
Education
Brigham Young University 1988 — 1993
MAcc; BS, Accounting
HCR ManorCare September 2002 - Present
Arthur Andersen 1980 - 2002
Skills
Accounting, Sarbanes-Oxley Act, CPA, Auditing, Financial Analysis, Tax, Corporate Tax, Financial Reporting
Education
Bowling Green State University 1976 — 1980
Regis University April 2003 - Present
MicroStrategy 1999 - 2001
Arthur Andersen 1997 - 1999
McDonald Douglass 1996 - 1997
Skills
E-Learning, Higher Education, Instructional Design, Curriculum Design, Staff Development, Adult Education, Strategic Planning, Career Counseling, Distance Learning, Program Management, Leadership, Teaching, Community Outreach, Leadership Development, Organizational..., Training, Team Leadership, Curriculum Development, Project Planning, Team Building, Program Development, Student Affairs, Public Speaking, Management Consulting, Research, Social Media, Nonprofits, Coaching, Change Management, Workshop Facilitation
Education
Utah State University 1991 — 1994
MS, Instructional Technology
Brigham Young University 1979 — 1983
BSc, Civil Engineering
Berkeley Research Group LLC March 2011 - Present
LECG, LLC 2001 - March 2011
Arthur Andersen 1993 - 2001
Skills
Forensic Accounting, Litigation Consulting, Certified Fraud Examiner, Expert Witness, Litigation Support, Financial Modeling, Due Diligence, Financial Analysis, Fraud, Business Valuation, Management Consulting, Accounting, Business Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA
Brigham Young University 1991 — 1993
MACC, Master of Accountancy
Brigham Young University 1987 — 1991
BS, Accounting
Beaver high school 1983 — 1987
High School Degree
Plante Moran Financial Advisors June 2002 - Present
Arthur Andersen December 1996 - May 2002
Education
Bowling Green State University 1994 — 1996
BSBA, Accounting
GOJO Industries January 2010 - Present
Johnson & Johnson Healthcare Products 2009 - July 2010
Johnson & Johnson 2007 - 2008
Johnson & Johnson 2003 - 2007
Carmichael Training 2001 - 2003
Carmichael Training Systems 2001 - 2003
The Kellogg Company 1999 - 2001
The Kellogg Company 1997 - 1999
The Boston Consulting Group 1995 - 1997
Arthur Andersen 1988 - 1993
Skills
Brand Architecture, Strategy, Advertising, Product Development, Global Marketing, B2B Marketing
Education
Harvard Business School 1993 — 1995
MBA, General Management
Brigham Young University 1983 — 1988
B.S., Finance
CLIENTSFirst Consulting February 2008 - Present
LexisNexis InterAction November 2006 - 2008
Pennington Consulting Group, Inc. January 2006 - November 2006
Powell Goldstein LLP January 2003 - January 2006
Broadway Across America September 1995 - December 2005
Arthur Andersen September 2000 - May 2002
Arthur Andersen August 1998 - September 2000
Skills
CRM, Business Development, Training, Consulting, Sales Process, Client Development, Proofreading, Account Planning, Curriculum Design, Documentations, Social Media, Marketing, Professional Services, Social Media Marketing, Marketing Strategy, Project Management, Email Marketing, Research, Marketing Communications, Event Management, Integration, Project Planning, Strategy, Lead Generation, Strategic Consulting, Management, Business Process, Data Analysis, Integrated Marketing, Social Networking, Event Planning, Sales Management, Team Building, Public Relations, Leadership, Sales Operations, Market Research, Account Management, Enterprise Software, New Business Development, Databases, Analytics, Customer Service, Online Marketing, Knowledge Management, Newsletters
Education
Bowling Green State University 1993 — 1994
Theatre
Valdosta State University 1990 — 1991
Middle School Education
LaGrange College 1986 — 1990
B..A., Speech Communications/ Theatre
TCHS 1983 — 1986
McCain Foods March 2014 - Present
UICO, LLC March 2013 - February 2014
Salisbury by Honeywell August 2010 - March 2013
CHEMETRON FIRE SYSTEMS, A UTC Fire & Security Company June 2009 - July 2010
CHEMETRON FIRE SYSTEMS, A UTC Fire & Security Company September 2002 - June 2009
Andersen January 1999 - August 2002
Arthur Andersen June 1998 - January 1999
Arthur Andersen September 1997 - June 1998
Skills
Team Leadership, Account Management, Customer Service, Project Management, Contract Negotiation, Negotiation, Manufacturing, Leadership, CRM, Customer Satisfaction, Key Account Management, Sales Management, Training, Management, Business Development, Team Building, Cross-functional Team..., B2B, Product Development, New Business Development, Sales Operations, Pricing, Product Marketing
Education
Bradley University 1993 — 1997
Bachelor's degree, Marketing
PricewaterhouseCoopers 2005 - Present
Fulcrum Financial Inquiry LLP June 2002 - April 2005
Arthur Andersen 1998 - 2002
Skills
Private Equity, Securities, Healthcare, Telecommunications, Consumer Products, Retail, Pharmaceutics, Business Valuation, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, SEC filings, Mergers, Due Diligence, Finance, Accounting, Financial Reporting, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2005
MBA
Brigham Young University 1992 — 1998
BS - Business
Alguimar 1992 - Present
MPL International Group August 2009 - Present
Microsoft Colombia 2003 - 2008
Unilever Andina S.A January 1994 - October 1995
Unilever Andina S.A March 1993 - December 1994
Arthur Andersen January 1992 - June 1992
Andersen Consulting - Accenture September 1989 - December 1991
Skills
New Business Development, E-Learning Consulting, Corporate Social..., Strategic Partnerships, Management, E-learning..., Business Intelligence, Marketing Strategy, Strategic Planning, Strategy, Social Media
Education
Tecnológico de Monterrey 2007 — 2008
Corporate Social Responsibility
Bradley University 1985 — 1989
Bachelors, Computer Information Systems and Business Administration
Statera, Inc. August 2014 - Present
Charter Communications August 2014 - Present
RevGen Partners February 2013 - June 2014
TGC September 2011 - February 2013
SSB Consulting Group October 2010 - September 2011
Transverse March 2010 - September 2010
Comverse May 2008 - March 2010
BearingPoint March 2001 - May 2008
Arthur Andersen March 2001 - June 2002
Andersen Business Consulting March 2001 - June 2002
Skills
Strategy, Telecommunications, Management Consulting, Start-ups, Business Development, Business Intelligence, Oracle, BPO, Microsoft SQL Server, Revenue Assurance, Software Development, Software Testing Life..., Data Analytics, SSIS, Unix Shell Scripting, Unix Operating Systems, iOS development, OS X, Analysis, Business Analysis, Business Process..., Cloud Computing, Consulting, ERP, Integration, Leadership, Management, Open Source Software, Program Management, Project Management, Solution Architecture, Vendor Management
Education
University of Arizona 1989 — 1991
BSEE, Electrical Engineering and Computers
Broward Community College 1984 — 1986
AA, Science/Math
Pilot Flying J December 2011 - Present
Alvarez and Marsal May 2002 - December 2011
Arthur Andersen January 2001 - May 2002
IBM 2000 - 2001
SunTrust Bank 1999 - 1999
Skills
Manufacturing, Program Management, Business Development, Finance, Procurement, Logistics, Analysis, Purchasing, Strategy, Retail, Forecasting, Process Improvement, Mergers & Acquisitions, Cross-functional Team..., Business Process..., Financial Modeling, Operations Management, Business Planning, Management Consulting, Financial Analysis, Business Strategy, Leadership, Due Diligence, Turn Around Management, Corporate Finance, Restructuring, Budgets, Financial Reporting, Strategic Financial..., Negotiation, Cash Flow Forecasting, Executive Management
Education
Univ. of Tennessee - Knoxville 1998 — 2000
MBA, Finance
Duquesne University 1995 — 1998
BA, Pyschology
Bowling Green State University 1994 — 1995
Loveland High School
Fifth Third Bank September 2006 - Present
GE January 2000 - September 2006
Clopay Building Products January 1995 - January 2000
Clopay 1995 - 2000
Andersen Consulting 1993 - 1997
Arthur Andersen January 1990 - January 1995
Skills
Process Improvement, Six Sigma, Program Management, Strategy, Business Analysis, Data Analysis, Financial Analysis, Vendor Management, Business Process..., Enterprise Software, Risk Management, Management, Strategic Planning, Project Portfolio..., SDLC, Banking, PMO, Change Management, PMP, Cross-functional Team..., IT Strategy, Project Management, Software Project...
Education
The George Washington University 2000 — 2004
PMP
Bradley University 1978 — 1982
BSIE
Queen of Apostles
Mozy September 2011 - Present
Mozy October 2008 - November 2011
Microsoft October 2000 - September 2008
Arthur Andersen December 1998 - October 2000
Skills
SaaS, Financial Modeling, Forecasting, Cloud Computing, Enterprise Software, Financial Analysis, Go-to-market Strategy, Business Intelligence, Business Strategy, Analytics, Strategic Partnerships, Cross-functional Team..., Program Management, Leadership, Start-ups, Competitive Analysis, Strategy
Education
Brigham Young University 1993 — 1998
Ashland University September 2012 - Present
Cuyahoga Valley Career Center 2000 - Present
John Carroll University 1994 - 1996
Litigation Management, Inc. 1990 - 1992
Johnson & Johnson Technicare 1979 - 1986
Arthur Andersen 1978 - 1978
KPMG Peat Marwick 1977 - 1978
Skills
Staff Development, Curriculum Development, Teaching, Higher Education, Public Speaking, Event Planning, Non-profits, Program Development, Coaching, Grant Writing, Public Relations, Leadership Development, Event Management, Marketing Communications, Strategic Planning, Marketing, Nonprofits, Educational Leadership, Training, Entrepreneurship, Social Media, Social Media Marketing, Budgets, Leadership, Community Outreach, Adult Education
Education
Kent State University 2000 — 2005
MEd, Career and Technical Education
Weatherhead School of Management at Case Western Reserve University 1986 — 1989
MBA, Marketing & Entrepreneurial Studies
Bowling Green State University 1973 — 1977
BS, Accounting
Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (MBA), Marketing and Entrepreneurship
T-Mobile May 2010 - Present
T-Mobile April 2009 - April 2010
T-Mobile October 2004 - April 2009
DRS Financial Services June 2000 - October 2004
Talgo April 1998 - June 2000
Arthur Andersen 1996 - 1998
Skills
Forecasting, Telecommunications, Process Improvement, Financial Analysis, Sarbanes-Oxley Act, Cross-functional Team..., Wireless, Budgets, Vendor Management, Management, Business Analysis
Education
Brigham Young University
Masters, Accounting
PricewaterhouseCoopers March 2004 - Present
Arthur Andersen May 2001 - August 2001
Skills
SAP R/3, GRC, SAP Implementation, Business Process, SAP, SAP GRC Access Control, SAP Security, SAP GRC, Project Management, SAP XI, Business Process..., Internal Audit, ERP, Sarbanes-Oxley Act, Business Intelligence, IT Audit, Risk Management, Internal Controls, ECC, SAP ERP, Process Improvement
Education
Brigham Young University 2003 — 2004
MISM, Master of Information Systems Management
Brigham Young University 1998 — 2002
BS, Business Management, Finance, Economics
Grant Thornton LLP February 2013 - Present
GenSpring Family Offices July 2012 - January 2013
Teton Trust Company November 2008 - January 2013
GenSpring Family Offices January 2008 - July 2012
Inlign Wealth Management June 2002 - December 2007
Bank One June 2000 - June 2002
Arthur Andersen October 1998 - June 2000
E & Y October 1993 - October 1998
Arthur Andersen September 1987 - October 1993
Skills
Estate Planning, Income Tax Planning, Philanthropy, Family Governance, Estate Tax Planning, Wealth Management, Tax, Income Tax, Trusts, Gift Tax, Asset Protection, Charitable Giving, Financial Planning, High Net Worth..., Wealth Transfer, Planned Giving, Succession Planning, Tax Compliance, Investment Advisory, Partnership Taxation, Tax Preparation, Asset Allocation, Wealth Management..., Inheritance Tax Planning, Mergers & Acquisitions, Tax Returns, Tax Research, Public Speaking, Investment Strategies, Wealth, Strategic Financial..., Finance, Alternative Investments, Financial Services, Financial Advisory, Investment Management, Employee Benefits, Investments, Retirement Planning, Asset Management, Fund Of Funds, Private Equity, Due Diligence, Mutual Funds, Non-profits, Personal Financial..., Family Office, Writing, CPA, Securities
Education
Brigham Young University 1983 — 1987
Master of Accountancy, Accountancy/Tax
Brigham Young University 1981 — 1987
BS, Accounting
Chase July 2015 - Present
Chase October 2012 - June 2015
Bradley University August 2012 - December 2014
PNC September 2011 - September 2012
Fifth Third Bank September 2008 - September 2011
Aurora University January 2011 - May 2011
First Bank and Trust Company of Illinois November 2007 - September 2008
GMAC RESCAP April 2002 - November 2007
Ziegler Capital Markets March 2001 - April 2002
Arthur Andersen 1999 - 2001
Skills
Finance, Financial Analysis, Banking, Financial Modeling, Valuation, Credit, Due Diligence, Teaching, Credit Analysis, Investments, Loans, Financial Reporting, New Business Development, Microsoft Excel, Cash Management, Structured Finance, Process Improvement, Leadership, Team Building, Asset Management, Capital Markets, Accounting, Real Estate, Business Development, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2007
MBA, With Distinction
Bradley University 1995 — 1999
Bachelor of Science - Finance, Summa Cum Laude
Saint Bede Academy 1991 — 1995
Wildish Construction January 2005 - Present
Roseburg Forest Products 1999 - 2004
Tektronix November 1995 - May 1999
Arthur Andersen January 1992 - November 1995
Price Waterhouse 1991 - 1991
Skills
Financial Reporting, Cost Accounting, Accounting, Forecasting, Financial Analysis, Cash Management, Process Improvement, Budgets, GAAP, ERP, Strategic Financial..., Analysis, Tax, Finance, Tax Returns, CPA, Internal Controls, Revenue Recognition, International Tax, Financial Statements, Auditing, Fixed Assets, Financial Planning
Education
Brigham Young University 1986 — 1991
MACC, Accounting - Tax
Chaparral High School 1981 — 1985
High School Diploma, General Studies
Grant Thornton LLP September 2003 - Present
KPMG January 1995 - September 2003
Arthur Andersen July 1990 - January 1995
Skills
US GAAP, Tax, Sarbanes-Oxley Act, Tax Accounting, Tax Research, Corporate Tax, Tax Returns, Partnership Taxation, SEC filings, Assurance, Income Tax, IFRS, Internal Audit, Mergers & Acquisitions, FIN 48, International Tax, Internal Controls, GAAP, Management Consulting, Tax Advisory, CPA, Auditing, Accounting, Financial Accounting, Tax Preparation, Due Diligence, External Audit, Financial Analysis, Financial Reporting, Tax Law, State Tax, Restructuring
Education
Brigham Young University 1985 — 1990
BS/Macc, Accounting/Tax
Skyline High School 1979 — 1981
Axway April 2013 - Present
Rural/Metro Corporation 2011 - 2012
Rural/Metro Corporation 2008 - 2011
PricewaterhouseCoopers 2005 - 2008
Mars 2001 - 2005
Thomas Weisel Partners 1999 - 2001
Arthur Andersen 1996 - 1999
Skills
SOX, Financial Reporting, Accounting, Financial Analysis, Process Improvement, Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Internal Audit, Variance Analysis, CPA, Forecasting, Cost Accounting, GAAP, Budgets, Account Reconciliation, Finance, Financial Statements, General Ledger, Mergers & Acquisitions, Consolidation, Accounts Payable, Due Diligence, Analysis, Revenue Recognition
Education
Brigham Young University 1991 — 1996
MAcc, Accounting
Intermountain Healthcare August 2014 - Present
The College of St. Scholastica August 2014 - Present
Childrens Hospitals and Clinics of Minnesota May 2012 - August 2014
UnitedHealth Group January 2007 - September 2011
UnitedHealth Group December 1997 - January 2007
Arthur Andersen December 1992 - December 1997
Education
University of Minnesota-Twin Cities 2013 — 2014
Doctor of Philosophy (Ph.D.), Health Informatics
University of Minnesota-Twin Cities 2011 — 2013
Master of Science (M.Sc.), Health Informatics
Brigham Young University 1986 — 1992
Master of Accountancy, Accounting and Finance, Magna Cum Laude
Deloitte Tax LLP November 1997 - Present
Deloitte 1997 - Present
CHRIS Kids 2004 - 2006
Arthur Andersen 1977 - 1997
Skills
Tax, Corporate Tax, FASB, International Tax, Tax Accounting, Accounting, Tax Executive..., Tax Advisory, Income Tax, Tax Research, CPA, Big 4, US GAAP, SEC filings, Partnership Taxation, Transfer Pricing, US Tax, GAAP
Education
Bowling Green State University 1973 — 1977
BSBA, Accounting, Finance
Ernst & Young December 2012 - Present
Navigant Consulting July 2002 - December 2012
Andersen January 2001 - June 2002
Arthur Andersen 2000 - 2002
Skills
Certified Fraud Examiner, Internal Audit, CFF, Forensic Accounting, FCPA, Fraud, Internal Controls, Litigation Support, Auditing, Due Diligence, CPA, Accounting
Education
BYU 1996 — 2000
Master's degree, Accounting
Brigham Young University 1996 — 2000
MAcc, Accounting
Comcast-Spectacor November 2007 - Present
Xerox Capital Services, LLC March 2006 - November 2007
NBA July 2000 - March 2006
Arthur Andersen September 1995 - July 2000
Skills
CRM Strategy, Marketing Technology, Customer Insights, Marketing, Strategic Partnerships, Digital Marketing, Social Media Marketing, Sponsorship, Sports Marketing, CRM, Customer Insight, Online Social Networking, Marketing Research, Leadership, Analytics, Email Marketing, Management Consulting, Ticket Sales, Management, Event Planning, Strategy, Event Management
Education
The University of Connecticut School of Business 1993 — 1995
Masters, Business Administration
Brock University 1990 — 1993
BA, Business Administration
Eide Bailly LLP August 2015 - Present
Kyazma Business Consulting January 2009 - July 2015
R2H Engineering, Inc. January 2006 - May 2009
Qwest Communications April 2001 - January 2006
Rhythms NetConnections November 2000 - April 2001
Arthur Andersen January 1999 - October 2000
Skills
Process Improvement, Salesforce.com, Google Apps, Cloud Computing, Entrepreneurship, Management Consulting, SaaS, Strategic Planning, Management, New Business Development, Start-ups, Program Management, Analysis, Consulting, Sales Management, Leadership, CRM, Sales, Training, Business Development, Account Management, Online Marketing, Direct Sales, Team Building, Marketing, Product Development, Mergers & Acquisitions, Business Intelligence
Education
University of Colorado at Denver 2003 — 2007
MBA, Entrepreneurship and Strategy
Brigham Young University 1991 — 1998
BS
Sidney Hooper & Associates December 2013 - Present
Sutron Corporation 2003 - October 2013
Sutron Corporation January 1990 - January 2003
Sutron Corporation August 1989 - January 1990
Arthur Andersen December 1984 - August 1988
Skills
Internal Controls, Budgets, Sarbanes-Oxley Act, Accounting, Strategic Planning, Process Improvement, Project Management, Financial Reporting, Managerial Finance, Mergers & Acquisitions, Project Planning, Team Building, Financial Analysis, Microsoft Excel, Business Development, Financial Accounting, Auditing, Analysis
Education
Brigham Young University 1983 — 1984
Masters, Accounting
Brigham Young University 1976 — 1983
B.S., Accounting
Obsidian Edge, LLC May 2015 - Present
Great American Group December 2013 - April 2015
Duff & Phelps June 2012 - November 2013
Great American Group March 2008 - June 2012
Hilco Global September 2006 - March 2008
Deloitte Tax LLP July 2005 - September 2006
Cendant May 2002 - May 2004
Centive September 2000 - April 2002
Arthur Andersen August 1999 - August 2000
Skills
Purchase Price..., Due Diligence, Financial Modeling, Equities, Valuation, Tax, Financial Advisory, Investments, Investment Management, Corporate Finance, Capital Markets, Derivatives, Business Valuation, Mergers & Acquisitions, Asset Management, Risk Management, Investment Banking, Financial Analysis, Private Equity, Financial Reporting, Strategic Financial..., Financial Planning
Education
University of Notre Dame 2004 — 2005
MBA, Finance/Investments
University of Tennessee-Knoxville 1998 — 1999
Master of Accounting, Information Systems
Bradley University 1994 — 1998
Bachelor of Science, Accounting
Woodway Financial Advisors August 2010 - Present
Crosswater Financial Corporation January 2003 - June 2010
Asset Real Estate and Investment Company November 2006 - March 2008
Laird Norton Financial Group September 1987 - December 2002
Arthur Andersen June 1982 - September 1987
Skills
Accounting, Financial Reporting, Investments, Cash Flow, Managerial Finance, Finance, Auditing, Budgets, Financial Services, Forecasting, Change Management, Strategic Financial..., Internal Audit, Financial Analysis, Financial Modeling
Education
Brigham Young University 1974 — 1982
BS
Protiviti May 2002 - Present
Arthur Andersen January 1999 - May 2002
Skills
Enterprise Risk..., Management Consulting, Sarbanes-Oxley, Business Process..., Risk Management, Process Improvement, Sarbanes-Oxley Act, Internal Audit, IT Audit, Healthcare, Internal Controls, Healthcare Consulting, Financial Analysis, Auditing, Change Management, Revenue Cycle, Governance, Strategic Planning, Due Diligence, Performance Improvement, HIPAA, Accounting, Business Strategy
Education
University of Minnesota-Twin Cities 2011 — 2012
Masters, Healthcare Administration
Brigham Young University 1990 — 1996
BA
SMC Manufacturing Services May 2011 - Present
Creation Tech. July 2007 - May 2011
SMC, Inc. September 1994 - July 2007
International Spike July 1984 - July 1992
Arthur Andersen July 1977 - July 1984
Skills
Materials Management, Business Strategy, Finance, Accounting, Cost Accounting, Leadership, Corporate Budgeting, Financial Reporting, Strategic Planning, Auditing, Account Management, Financial Analysis, Supply Chain Management, Managerial Finance
Education
American Institute of Certified Public Accountants
CPA
Bowling Green State University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Accounting
Utah Valley University August 2007 - Present
KPMG 2002 - 2003
Arthur Andersen 2000 - 2002
Skills
Financial Analysis, Data Analysis, Process Improvement, Time Management, SQL, Teaching, Statistics, Sarbanes-Oxley Act, Higher Education, Financial Statements, Accounting, Research, Distance Learning, University Teaching, Microsoft Office, Nonprofits, Microsoft Word, Financial Reporting, Financial Accounting, Leadership, E-Learning, Management, PowerPoint, Internal Controls, Strategic Planning, Microsoft Excel, Analysis, Budgets, Student Affairs, Public Speaking, Entrepreneurship, Technical Writing, Data Mining, Customer Service, Auditing, Qualitative Research, SPSS, Access, Windows, Team Leadership, Curriculum Design, Programming, QuickBooks, Internal Audit, Databases, IT Management, Instructional Design, Training, Adult Education
Education
University of Arizona, Eller College of Management 2003 — 2007
PhD, Management Information Systems
Brigham Young University 1996 — 2000
BS, MAcc, Accountancy
MC AnalyTXs, Inc January 2004 - Present
Oracle 2002 - 2004
Arthur Andersen January 1998 - January 2002
Education
University of Houston 1978 — 1979
MBA, Finance
The University of Texas at Austin 1970 — 1975
BSChE, Chemical Engineering
Bradley University 1972 — 1974
BS, Business Management
Amazon May 2014 - Present
Property Solutions International Inc. October 2013 - May 2014
Property Solutions International Inc. August 2012 - September 2013
RealPage, Inc. September 2011 - August 2012
RealPage, Inc. March 2011 - September 2011
RealPage Inc October 2007 - March 2011
Intacct Corporation February 2005 - October 2007
Filenet Corporation April 2003 - February 2005
Intacct Corporation February 2000 - November 2002
Arthur Andersen September 1996 - January 2000
Skills
SaaS Web Application..., OOP, Open Source, Frameworks, PHP, C#, AJAX, JavaScript, XML, XSLT, Java, Ruby, Oracle, MS SQL, PostgreSQL, MySQL, Apache, Tomcat, IIS, Zend, Yii, Symfony, jQuery, Linux, Windows Server, Accounting, Business Process, SaaS, Web Services, Cognos, QuickBooks, Intacct, Business Intelligence, Microsoft SQL Server, Software Project..., Agile Methodologies, HTML, Database Design, SDLC, Software Development, Databases, Architecture, Integration, Product Management, SQL, Scrum, Architectures, Cloud Computing, Agile Project Management, Web Applications
Education
University of California, Irvine 2004 — 2004
Brigham Young University 1988 — 1996
BA
Mountain View High School 1986 — 1988
Coleman Solutions Inc. February 2006 - Present
Sears Holdings Corporation August 2001 - January 2006
Lucent Technologies October 1996 - August 2001
Coleman Performance and Instruction October 1994 - October 1996
Hale Associates October 1993 - September 1994
Illinois CPA Society October 1990 - October 1993
Arthur Andersen December 1978 - September 1990
Skills
Leadership Development, Instructional Design, Organizational..., Blended Learning, E-Learning, Performance Improvement, Coaching, Instructor-led Training, Career Development, Needs Analysis, Performance Consulting, Organizational..., Curriculum Design, Change Management, Team Building, Adult Education, Performance Management, Process Improvement, Staff Development, Executive Coaching, Curriculum Development, Analysis, Training, Program Evaluation, Strategic Planning, Program Development, Onboarding, Distance Learning, Public Speaking, Leadership, Mentoring, Organizational Change, Human Performance..., Organizational..., Organization Redesign, Process/Procedure..., Networking, Employment Coaching, Level 1 Assessment, Level 2 Assessment, Level 3 Assessment, Level 4 Assessment, Volunteer Recruiting, Curriculum Mapping, Presentation Design, Presentation Coaching, Presentation Development, ADDIE, Manage Complex Projects, Dependable Team Player
Education
Brigham Young University 1976 — 1979
PhD, Instructional Science
Brigham Young University 1973 — 1976
Bachelor of Science, Psychology
MediMedia USA 2003 - 2012
DTB Solutions 2002 - 2003
Andersen 1993 - 2002
Arthur Andersen January 1992 - April 1992
Skills
PCI DSS, Spanish, Oracle E-Business Suite, PMP, E-procurement, Accounts Payable, Business Intelligence, Integration, ERP, CRM, Vendor Management, Master Data Management, Operations Management, Business Process, Oracle Applications, Leadership, Data Modeling, Oracle, Solution Architecture, Enterprise Architecture, SDLC, Financials, Project Management, Training, IT Management, OBIEE, Disaster Recovery
Education
Brigham Young University 1992 — 1993
Masters, Information Systems
Brigham Young University
BS, Accountancy
Influence Health (formerly MEDSEEK) 2013 - Present
Epic Systems 2007 - 2013
Schneider National 2005 - 2007
Intel Corporation 1997 - 2005
Kimberly-Clark 1996 - 1997
Arthur Andersen 1994 - 1996
Education
The University of Chicago Booth School of Business 2014 — 2015
Advanced Managment Program
Purdue University - Krannert School of Management 2000 — 2001
MSIA
Bradley University 1990 — 1994
BS, Accounting
Grant Thornton October 2002 - Present
Grant Thornton June 2002 - Present
Grant Thornton 2002 - 2008
Arthur Andersen 1998 - 2002
KPMG 1995 - 1998
Cintas October 1993 - September 1996
Skills
Corporate Tax, State Tax, Tax, Tax Research, GAAP, CPA, SEC filings, Accounting, Auditing, Financial Reporting, Income Tax, Tax Accounting, FIN 48, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, State Tax Planning, US GAAP
Education
Bowling Green State University 1985 — 1990
bsba, accounting
forest park
Valuation Research Corporation (VRC) 2003 - Present
Arthur Andersen 1998 - 2002
Merrill Lynch March 1997 - March 1998
PricewaterhouseCoopers January 1995 - March 1997
Skills
Valuation, Fairness Opinions, Solvency Opinions, Captial Surplus Opinions, 409A/ASC 718 Valuations, Cheap Stock Valuations, Portfolio Valuations, PPA Valuations, Goodwill Impairment, Finance, Share Repurchase..., Private Equity, Leveraged Dividend..., Complex Securities, Investments, Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Mergers & Acquisitions, Venture Capital, Management, Start-ups
Education
Brigham Young University 1991 — 1994
BS, Accounting
University of California, Berkeley 1988 — 1989
Political Economy
Security One lending 2010 - Present
Empire Equities Real Estate and Mortgages July 2002 - November 2010
IndustryPro 2001 - 2002
Arthur Andersen 1999 - 2001
Skills
Entrepreneurship, Mergers & Acquisitions, Leadership, Business Development, Investments, Finance, Real Estate, Marketing, Financial Analysis, Loans, Sales, Mortgage Lending
Education
Brigham Young University 1996 — 1999
B.S., Economics
University of California, Berkeley 1992 — 1993
AA, Economics
Brown Mackie College September 2012 - Present
Finding What Works March 2007 - December 2012
Toastmasters International July 2011 - June 2012
Tulane University August 2009 - May 2012
Toastmasters International 2010 - 2011
National Association of Professional Organizers (NAPO) 2007 - 2011
Brenau University 1996 - 2005
Trinity University 1989 - 1996
Datatel 1987 - 1989
Arthur Andersen 1979 - 1988
Skills
Teaching, Non-profits, Public Speaking, Organizational..., Coaching, Change Management, Problem Solving, Strategic Planning, Nonprofits, Project Management, Management, Entrepreneurship, Time Management, Small Business, Budgets, Leadership, Human Resources, Staff Development, Team Building, Training, Leadership Development, Executive Coaching, Consulting, Fundraising, Workshop Facilitation, Social Networking
Education
Northwestern University - Kellogg School of Management 1977 — 1979
Master of Management, Organizational Behavior and Accounting
Macalester College 1968 — 1972
BA, Music
Brenau University
Thomas Wirig Doll January 1994 - Present
ADCPA member 2002 - 2012
Ernst & Young 1991 - 1993
Arthur Andersen 1987 - 1991
Education
Brigham Young University 1984 — 1986
BS, Accounting
Andersen Tax July 2002 - Present
Arthur Andersen June 1998 - July 2002
Skills
High Net Worth..., Trusts, Financial Reporting, Tax Accounting, Venture Capital, International Tax, Tax Research, Estate Planning, Entrepreneurship, Tax, Income Tax, CPA, Corporate Tax, Estate Tax Planning, Tax Advisory
Education
Brigham Young University 1989 — 1998
Master/Bachelor, Accounting, Tax Emphasis
Ernst & Young July 2006 - Present
Progressive January 2003 - July 2006
Arthur Andersen March 2000 - June 2002
Skills
Employee Relations, Employee Training, Industrial Relations, Talent Acquisition, College Recruiting, Onboarding, Talent Management, Applicant Tracking..., Recruiting, Human Resources, Performance Management, Workforce Planning
Education
Roosevelt University 2001 — 2003
Masters, Industrial/Organizational Psychology
Bowling Green State University 1995 — 1999
Bachelors, Psychology
Bowling Green State University 1995 — 1999
Westlake High School
KCG Holdings, Inc. October 2010 - Present
LexisNexis InterAction 2004 - October 2010
Interface Software 1997 - 2004
IBM 1995 - 1997
Arthur Andersen 1990 - 1995
Skills
SQL, C#, C, T-SQL, Software Development, .NET, Agile Methodologies, Microsoft SQL Server, CRM, ASP.NET, Test Planning, XML, ASP.NET MVC, WinForms, Visual Basic, C++, IIS
Education
Bradley University 1986 — 1990
Bachelor’s Degree, Computer Information Systems, 3.78/4.0
TransUnion LLC July 2013 - Present
Equifax Inc. June 2011 - July 2013
Equifax February 2007 - June 2011
The Boston Consulting Group 2004 - 2007
Intel 2003 - 2003
Dell 2000 - 2002
Arthur Andersen 1998 - 2000
Skills
Leadership, Business Strategy, Financial Modeling, Corporate Development, Product Management, Strategy, New Business Development, Analytics, Business Analysis, Mergers & Acquisitions, Acquisition Integration, Project Management, Competitive Analysis, Strategic Partnerships, Management, Marketing, Process Improvement, IT Strategy, Business Intelligence, Product Development, Cross-functional Team...
Education
Harvard Business School 2002 — 2004
MBA
Brigham Young University 1993 — 1998
Bachelor of Science (BS), Accounting, Magna cum laude
Optum Bank May 2008 - Present
National Product Sales March 2003 - May 2008
Arthur Andersen January 1995 - October 2002
Skills
Six Sigma, Compliance, Process Improvement, IT Management, Windows Server, Servers, Disaster Recovery, Active Directory, Windows, Software Development, Vendor Management, Business Analysis, Risk Management, ITIL, Project Management, Program Management, Business Process..., SQL, Databases, Microsoft SQL Server, PCI Standards, Banking, IT Compliance, Enterprise Architecture
Education
Brigham Young University 1989 — 1994
BS, Business-Information Systems
Genentech June 2004 - Present
Creativity in Business January 2002 - Present
Creative License Consulting Services January 1995 - Present
Arthur Andersen 2000 - 2002
University of Santa Monica April 1987 - January 1995
Skills
Leadership Development, Talent Management, Strategy, Executive Coaching, Leadership, Human Resources, Management Consulting, Coaching, Program Management, Cultural Transformation, Workshop Facilitation, Executive Development, Culture Change, Project Management, Personnel Management, Organizational Design, Employee Engagement, E-Learning, Organizational..., Succession Planning, Marketing, Training, Instructional Design, Public Speaking, Consulting, HR Consulting
Education
University of California, Los Angeles 1991 — 1997
Ph.D.
University of Santa Monica 1981 — 1984
MA
Brown University 1978 — 1983
B.A.
Miami Beach Sr. High School 1975 — 1978
High School Grad
Draper and Kramer July 2014 - Present
Univar 2013 - 2014
Navistar Inc June 2011 - August 2013
Navistar March 2008 - February 2012
Navistar December 2002 - May 2006
Tellabs February 2000 - December 2002
Safeway February 1998 - February 2000
Arthur Andersen 1995 - 1998
Skills
Sarbanes-Oxley Act, Forecasting, Financial Analysis, Variance Analysis, SEC filings, Financial Reporting, Internal Controls, Hyperion Enterprise, Sarbanes-Oxley, US GAAP, GAAP, Accounting, Essbase, CPA, Cost Accounting, General Ledger, PeopleSoft, Auditing, Consolidation, Fixed Assets, Revenue Recognition, Financial Statements, Treasury
Education
Bradley University 1991 — 1995
Bacheleor of Science, Accounting
PwC July 2014 - Present
PricewaterhouseCoopers October 2002 - June 2014
Arthur Andersen September 2001 - April 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Assurance, Sarbanes-Oxley, Accounting, SEC filings, External Audit, Financial Reporting, CPA, Auditing, GAAP, US GAAP, Financial Analysis, Revenue Recognition, IFRS, Big 4, Financial Accounting
Education
Brigham Young University 1994 — 2001
hybris software October 2014 - Present
hybris software August 2013 - October 2014
BlueCross BlueShield Association May 2008 - December 2012
ABN AMRO September 2007 - May 2008
Meaden & Moore October 2005 - March 2007
Eisenmann Corporation November 2003 - October 2005
Jefferson Tap Bar & Grille September 2002 - April 2005
Arthur Andersen April 1998 - November 2001
Skills
Analysis, Program Management, Business Process, Financial Analysis, Management, Business Development, Auditing, Financial Reporting, Internal Controls, Budgets, Financial Modeling, Project Management, Data Analysis, Finance, Business Analysis, Microsoft Excel, Change Management, Accounting, Process Improvement, Forecasting, Business Process..., Insurance, Access, Software Documentation, E-commerce, B2B software, Sales, Strategic Partnerships, B2B
Education
Bradley University 1992 — 1996
Bachelor of Science, Accounting
ASP, Recruiting Services September 2011 - November 2014
Robert Half F&A March 2004 - September 2011
ROMGR Inc. June 2000 - February 2004
Maxxam Inc November 1990 - June 2000
Arthur Andersen August 1988 - November 1990
Skills
Permanent Placement, Recruiting, Talent Acquisition, Business Development, Career Counseling, Executive Search, Recruiter Training &..., Mergers & Acquisitions, Sarbanes-Oxley Act, Forecasting, Auditing, Leadership, GAAP, Payroll, Accounting, Strategy, Personnel Selection, Internal Audit, Internal Controls, Consolidation, General Ledger, ERP, Financial Reporting, SAP, Accounts Payable, Due Diligence, Finance, Human Resources, IFRS, Accounts Receivable, PeopleSoft, Cash Flow, Applicant Tracking..., CPA
Education
Brigham Young University 1981 — 1988
BS, Accounting
Duff & Phelps January 2009 - Present
Houlihan Lokey Howard & Zukin March 2007 - January 2009
Ernst & Young LLP January 2000 - October 2005
Bearing Point 1999 - 2000
Arthur Andersen March 1995 - March 1996
US Treasury Department May 1993 - March 1995
U. S. Department of the Treasury, Office of Financial Institutions Policy 1993 - 1995
Federation of Tax Administrators 1991 - 1993
Skills
Corporate Finance, Business Valuation, Transfer Pricing, Financial Modeling, Due Diligence, Mergers, Valuation, Financial Analysis, Finance, Tax, Restructuring, Investment Banking, Business Strategy, Start-ups, Economics, Mergers & Acquisitions, International Tax, Private Equity, Strategy
Education
The George Washington University 1991 — 1993
MPA, Finance & Management
Brigham Young University 1987 — 1991
B.A., Public Policy & Economics
Allergan January 2014 - Present
Allergan June 2008 - December 2013
Allergan October 2006 - June 2008
Allergan June 2004 - September 2006
King, King, Alleman & Jensen September 2003 - May 2004
Deloitte May 2002 - August 2003
Arthur Andersen May 1996 - May 2002
Skills
Fluent in Spanish, Mergers & Acquisitions, International Tax, Tax, SEC filings, US GAAP, Financial Reporting, Internal Audit, Financial Analysis, GAAP, Accounting, Corporate Tax, CPA, Income Tax Accounting, Sarbanes-Oxley Act, Corporate Finance, Finance, Internal Controls, SEC Filings, Management, Forecasting
Education
Brigham Young University 1991 — 1996
MAcc
Brigham Young University 1991 — 1996
BS
MonaVie October 2011 - October 2014
Avery Dennison Corporation July 2007 - October 2011
Investools April 2005 - August 2007
Iomega 1999 - 2004
Arthur Andersen December 1995 - April 1999
Skills
Accounting, Tax, Financial Planning, Corporate Tax, Income Tax
Education
Brigham Young University 1994 — 1995
MACC, Accounting, Tax Emphasis
Utah State University 1987 — 1994
BA, Accounting, Psychology
Arch Capital Services Inc September 2015 - Present
Chubb July 2003 - September 2015
Selective Insurance 2002 - 2003
Arthur Andersen 1997 - 2001
USAF October 1988 - December 1997
Skills
CISA, IT Audit, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, Risk Management, COBIT, Business Continuity
Education
The University of South Dakota 1990 — 1992
Master's degree, Business Administration and Management, General
Bowling Green State University 1984 — 1988
BA, Business
KPMG LLP August 2010 - Present
Analysis Group, Inc. October 2006 - August 2010
Fulcrum Financial Inquiry September 2005 - October 2006
Fulcrum Financial Inquiry LLP September 2005 - October 2006
21st Century Insurance May 2002 - September 2005
ST Century Insurance Company May 2002 - September 2005
21st Century Insurance (AIG Subsidiary) 2002 - 2005
Arthur Andersen LLP September 2000 - May 2002
Arthur Andersen August 2000 - May 2002
Skills
CFA Charterholder, Program Management, Chartered Financial..., Valuation, Strategy, Financial Modeling, Management, Analysis, Finance, Transfer Pricing, Investments, Bloomberg, Quantitative Analytics, Strategic Financial..., Business Strategy, Economics, Financial Analysis, Econometrics, Insurance
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2003 — 2006
M.B.A, Finance & Marketing emphasis
University of California, Los Angeles - The Anderson School of Management 2003 — 2006
MBA
Brigham Young University 1993 — 2000
B.S., Economics
Brigham Young University 1993 — 2000
B.S, Economics
KPMG May 2002 - Present
Arthur Andersen January 1986 - May 2002
Skills
Tax, Tax Advisory, Accounting, Auditing, Financial Reporting, GAAP, Income Tax, Strategic Planning, CPA, Corporate Tax, Strategic Financial..., Internal Controls, US GAAP, QuickBooks
Education
Brigham Young University 1981 — 1985
Masters of Accountancy - Taxation, Accounting / Tax
Akzo Nobel Chemicals January 2010 - Present
Akzo Nobel August 2007 - February 2010
Littelfuse 2004 - 2007
Littelfuse 2004 - 2007
Box USA 2002 - 2004
Arthur Andersen 2001 - 2002
Education
Bradley University 1997 — 2001
Geneca May 2009 - Present
HCSC 2009 - 2014
Experian September 2007 - March 2009
Exhibitgroup/Giltspur June 2005 - September 2007
Schawk September 2004 - June 2005
Arthur Andersen 1998 - 2001
Skills
SDLC, Business Analysis, PMO, Project Management, Vendor Management, Requirements Gathering, Business Intelligence, Visio, Requirements Analysis
Education
Northern Illinois University - College of Business 1997 — 2000
Masters of Science, Information Technology
Rockford University 1994 — 1997
Master of Business Administration (MBA)
Bradley University 1988 — 1992
Ford Motor Company May 2010 - Present
Ford Motor Company July 2004 - May 2010
Ford Motor Company May 2003 - August 2003
RSM McGladrey September 2000 - August 2002
Arthur Andersen September 1999 - September 2000
RSM McGladrey January 1999 - April 1999
Arthur Andersen May 1998 - August 1998
Skills
Cross-functional Team..., Financial Analysis, Forecasting, Internal Controls, Financial Reporting, Auditing, Management, Finance, Budgets, Process Improvement, Corporate Tax, Competitive Analysis, Tax
Education
Brigham Young University 2002 — 2004
Master, Business Administration
University of Illinois at Urbana-Champaign 1994 — 1999
Bachelor, Accountancy
University of Buenos Aires 1997 — 1997
Summer Study Abroad Program
Apex Tool Group, LLC December 2013 - Present
Apex Tool Group, LLC September 2010 - March 2014
Stanley Black & Decker , Inc. October 2007 - July 2010
Protiviti May 2002 - October 2007
Arthur Andersen 1999 - 2002
Skills
Internal Audit, Process Improvement, Auditing, Sarbanes-Oxley Act, Internal Controls, US GAAP, Enterprise Risk..., Sarbanes-Oxley, Accounting, Financial Reporting, Leadership, Finance, Financial Analysis, Risk Management, IT Audit, Project Management, Financial Accounting, SAP ERP, SAP BW, Hyperion Planning, Essbase, Planning Budgeting &..., Consumer Products, Manufacturing, Management, Forecasting, Business Process...
Education
Loyola University Maryland 2012 — 2015
MBA
Bradley University 1995 — 1998
Bachelor of Science (BS)
Applied Industrial Technologies June 2013 - Present
Airgas December 2008 - May 2013
Siegfried Group October 2005 - November 2008
Protiviti 2002 - 2005
Arthur Andersen 1999 - 2002
Benton Ridge Telephone Company 1997 - 1999
Skills
Internal Audit, IT Audit, CISA, CPA, Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Auditing, Financial Reporting, GAAP, Accounting, US GAAP, Enterprise Risk..., SAP, Financial Analysis, Financial Accounting, General Ledger, COSO, Process Improvement
Education
Bowling Green State University 1994 — 1999
BSBA, Accounting
Riverdale High School 1990 — 1994
The Walt Disney Company September 2012 - Present
The Walt Disney Company January 2010 - Present
The Walt Disney Company January 2005 - January 2010
Arthur Andersen May 1985 - June 2002
Education
Brigham Young University 1979 — 1985
Masters of Accounting
Woods Cross
AT&T Mobility / BellSouth November 1991 - Present
Arthur Andersen September 1987 - October 1991
Deseret Bank August 1981 - July 1987
Skills
CPA, CGMA, State Bar of GA, Utah State Bar, D.C. Bar
Education
J. Rueben Clark Law School (BYU)
Doctor of Law (J.D.), Law
Marriott School of Management (BYU)
Master of Business Administration (M.B.A.)
Brigham Young University
Bachelor of Science (BS), Accounting and Finance
Luxottica Retail February 2012 - Present
Luxottica Retail February 2008 - February 2012
Fifth Third Bank 2002 - 2006
Arthur Andersen 1998 - 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Forecasting, Financial Analysis, Financial Reporting, Hyperion Enterprise, Internal Audit, Auditing, Variance Analysis, GAAP, US GAAP, Consolidation, Financial Accounting, SAP, General Ledger, CPA, Essbase, SAP R/3, Banking, Microsoft Excel, Retail, Sarbanes-Oxley, Cost Accounting, P&L
Education
Bowling Green State University 1994 — 1998
Independent Consultant May 2008 - Present
conver 2009 - 2010
Film Production 2007 - 2010
Arthur Andersen 1998 - 2001
Skills
Disaster Recovery, ITIL, IT Management, Program Management, Microsoft Office, Entrepreneurship, Active Directory, Project Management
Education
Brigham Young University
Church of Jesus Christ of Latter-day Saints November 2013 - Present
Q Center January 2003 - November 2013
Arthur Andersen April 1998 - January 2003
Skills
Video, Video Production, Video Editing, After Effects, Graphic Design, Digital Media, PowerPoint, Television, Videography, Photoshop, Broadcast
Education
Northern Illinois University 2005 — 2007
M.S. Ed, Instructional Technology
Brigham Young University 1994 — 1998
B.A., Broadcast Communications
Marck Industries, Inc. May 2007 - Present
Angel & Company, CPA's PC December 1999 - May 2007
Berlan I Crouch, CPA, Inc. June 1981 - December 1996
Kershaw Agri-Group, Inc. June 1976 - July 1981
Arthur Andersen December 1972 - June 1976
Education
Brigham Young University 1971 — 1974
Diversified Financial Management Corp May 2013 - Present
Pritzker Family Office December 2012 - December 2013
Diversified Financial Management Corp. August 1999 - December 2012
Charles J Barron Ltd 1994 - 1999
FERS 1992 - 1994
Arthur Andersen August 1978 - August 1992
Skills
Tax Research, Tax Accounting, Federal Tax, Corporate Tax, State Taxation, Income Tax, Tax Services, IRS, Tax Audits, Tax Law, Partnership Taxation, S Corporations, Tax Controversy, High Net Worth..., Tax Advisory, Tax, Mergers & Acquisitions, Accounting, CPA, US Tax, International Tax, Property Tax, Tax Preparation, Trusts, Auditing, Internal Controls
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1975 — 1978
JD, Law
Northwestern University - Kellogg School of Management 1973 — 1974
Master of Business Administration (M.B.A.)
Bradley University 1971 — 1973
Bachelor of Science (BS), Business
bowen 1966 — 1969
The NRP Group November 2000 - Present
Medimetrix Consulting 1993 - 2000
John O. Butler Company 1988 - 1993
Arthur Andersen 1987 - 1988
Skills
Real Estate, Affordable Housing, Real Estate Development, Marketing Strategy, Strategic Planning, Commercial Real Estate, Real Estate Economics, Leases, Asset Management, Property Management, Due Diligence, Apartments, Disposition, Land Acquisition
Education
The University of Chicago 1997 — 1999
MBA, XP67
Bowling Green State University 1982 — 1986
BSBA, Accounting/MIS
Protiviti May 2002 - Present
Arthur Andersen December 1982 - May 2002
Arthur Andersen September 1987 - August 1995
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Internal Audit, IT Audit, Sarbanes-Oxley, Auditing, CISA, SEC filings, Forensic Accounting, Financial Analysis, Litigation Consulting
Education
Bowling Green State University 1977 — 1982
BSBA/MBA, Accounting
O-I May 2012 - Present
O-I September 2010 - June 2012
Telephone and Data Systems™ (TDS™) 2008 - September 2010
Telephone and Data Systems, Inc. (TDS) July 2003 - September 2008
TDS May 2002 - June 2003
TDS June 1997 - April 2002
Arthur Andersen January 1994 - May 1997
Skills
SAP, SAP ERP, ERP, SAP Implementation, SuccessFactors, Ceridian, Business Objects, Business Intelligence, SAP BI, SAP BI/BW, SAP MDM, SAP Portal, Crystal Reports, SAP Lumira, ABAP, Integration, ITIL, SharePoint, Business Analysis, Requirements Analysis, Web Intelligence, Datastage, SAPScript, Ektron, Master Data Management, SAP BW, SQL, ETL, Data Migration, Project Implementation
Education
Bowling Green State University 1991 — 1995
BSBA, Accounting
Brecksville-Broadview Heights High School 1987 — 1991
Gen3Technologies February 2013 - Present
IBM 2005 - February 2013
Sprint 1998 - 2005
Arthur Andersen 1997 - 1998
Smith's Food & Drug January 1995 - June 1997
Zions Bancorporation August 1993 - December 1994
Skills
Financial Analysis, Forecasting, Financial Modeling, Strategic Financial..., Pricing Strategy, Pricing Analysis, Contract Pricing, CRM, Outsourced Solutions, Financial Management..., Management Contracts, Process Improvement..., Strategic Planning, Mortgage Lending, Pricing, Business Process..., Competitive Analysis, Data Analysis, Financial Accounting, Financial Forecasting, Process Improvement, Variance Analysis, Financial Reporting, Analysis, Cash Flow, Managerial Finance, Corporate Finance, Valuation, Team Leadership, Essbase, Hyperion Enterprise, Risk Management, Accounting, Finance, Cross-functional Team..., Budgets, Management, Leadership, Business Analysis, Business Process, Project Management, Strategy, Financial Planning
Education
Rockhurst University 2002 — 2004
M.B.A, International Finance
Idaho State University 1991 — 1993
B.B.A, Finance
Brigham Young University - Idaho 1990 — 1991
A.A.S, General studies
Caterpillar Inc. – Global Supply Network Division October 2014 - Present
Deloitte & Touche LLP May 2002 - September 2014
Arthur Andersen 2001 - 2002
Education
Bradley University 1997 — 2001
Bachelor of Science, Accounting
Bradley University
Franklin Covey Co. July 1997 - Present
Thiokol Corporation (now ATK) October 1992 - June 1997
Arthur Andersen 1989 - 1992
Skills
Property Tax, Financial Reporting, Tax, Accounting, Financial Accounting, Sarbanes-Oxley Act, Tax Accounting, Leadership, Internal Controls, CPA, US GAAP, Tax Research, Income Tax
Education
Utah State University 1987 — 1988
Master's degree, Accounting
BYU 1976 — 1982
BS, Accounting
Self - employed Credentialed Epic TrainerCentral DuPage HospitalJune 2011 - January 2013
Delnor Community Hospital 2002 - July 2011
Arthur Andersen 1995 - 2002
Skills
Training Facilitation, Training Delivery, Training Management, EMR, EHR, Proj Management, Databases, Marketing, Program Development, Physicians, Quality Assurance, Healthcare Management, Healthcare Information..., Revenue Cycle, Physician Relations, Project Management, HIPAA, Acute Care, Meditech, Access, Epic Systems, Training, Healthcare, CPOE, Clinical Research, Inpatient, Patient Safety, Process Improvement, Visio, Informatics, Software Documentation, Hospitals, Nursing, Data Analysis
Education
Bryant and Stratton College
Business Administration
Johanson Financial Advisors, Inc. January 2015 - Present
Portola Tax March 2009 - Present
The Portola Group December 2013 - December 2014
The Portola Group December 2004 - December 2014
PricewaterhouseCoopers June 2002 - November 2004
Arthur Andersen January 1995 - June 2002
Skills
Tax Accounting, Corporate Tax, Tax, Income Tax, Tax Returns, CPA, Tax Preparation, International Tax, Tax Research, SEC filings, High Net Worth..., Financial Planners, Financial Planning, SEC Filings, Accounting, Financial Analysis, Due Diligence
Education
Brigham Young University 1991 — 1994
MAcc, Accounting
The Gavilon Group LLC October 2010 - Present
Deloitte & Touche November 2005 - October 2010
KPMG 2002 - 2005
Arthur Andersen January 2001 - May 2002
Skills
Tax, Corporate Tax, Tax Research, Income Tax, Tax Accounting, Due Diligence
Education
Creighton University School of Law 1998 — 2001
JD, Law
Brigham Young University 1996 — 1998
BS, Accounting
Andersen Tax May 2012 - Present
KPMG May 2002 - May 2012
Arthur Andersen January 1988 - May 2002
Skills
Tax, Tax Research, Tax Accounting, Income Tax, Accounting, Partnership Taxation, CPA, Financial Reporting, Tax Preparation, Corporate Tax, Financial Analysis, GAAP, International Tax, Mergers, SEC filings, Tax Advisory, Tax Returns, US GAAP
Education
Brigham Young University 1978 — 1987
MACC, Accounting and Tax
Protiviti June 2006 - Present
Allegiance, Inc. March 2005 - April 2011
Sportsmans Warehouse February 2005 - September 2009
Berkshire Hathaway Bank November 2004 - January 2006
KPMG US May 2002 - October 2004
Arthur Andersen May 1983 - May 2002
Skills
Sarbanes-Oxley Act, Corporate Governance, Financial Analysis, Risk Management, Financial Reporting, Auditing, Enterprise Risk..., Revenue Recognition, Internal Controls, IFRS, Accounting, Management Consulting, IPO, Finance, Strategy
Education
Brigham Young University 1978 — 1983
Master's degree, Accounting and Finance
Select Energy Services March 2011 - July 2015
Regency Energy Partners (Merged Into Energy Transfer Partners) May 2010 - March 2011
Arteriors Home November 2006 - April 2010
Weatherford May 2001 - October 2006
Archon Group March 1996 - December 2000
First Gibraltar Bank December 1989 - December 1995
Bright Banc Savings Association October 1986 - November 1989
Arthur Andersen July 1983 - September 1986
Skills
Fixed Assets, Accounting, Microsoft Excel, Fixed Asset Management, General Ledger, Financial Reporting, Budgets, Internal Controls, Sarbanes-Oxley Act, Variance Analysis, Account Reconciliation, Accounts Payable, GAAP, Analysis, Leadership, Cost Accounting, Process Improvement, SAP, Smartview, Entrepreneurship, Fixed Assets Tax Ledgers
Education
Brigham Young University - Marriott School of Management
Master’s Degree, Accounting
Brigham Young University - Marriott School of Management
Bachelor’s Degree, Accounting
John C. Michon, CPA, PLLC February 1996 - Present
Arthur Andersen 1984 - 1995
Skills
Tax Preparation, Corporate Tax, Small Business, Strategic Planning, Accounting, Mergers & Acquisitions, Management Consulting, Financial Analysis, Income Tax, Financial Reporting
Education
Brigham Young University 1980 — 1984
Wells Fargo Securities 2003 - Present
Arthur Andersen January 1999 - June 2001
Education
Brigham Young University 1993 — 1998
BS, Accounting
Thermo Fisher Scientific August 2011 - Present
Thermo Fisher Scientific May 2008 - September 2011
Thermo Fisher Scientific May 2006 - May 2008
Ford Motor Company May 2004 - May 2006
Partners Group 2003 - 2003
Arthur Andersen September 2000 - June 2002
Skills
Hyperion Enterprise, Sarbanes-Oxley Act, Budgets, Forecasting, Cost Accounting, Financial Analysis, Financial Reporting, Finance, Variance Analysis, Cross-functional Team..., Internal Controls
Education
Brigham Young University 2002 — 2004
MBA
Brigham Young University 1994 — 2000
BS, Accounting
FirstService Residential Arizona April 2011 - Present
FirstService Residential Arizona September 2009 - April 2011
Proudfit Realty, LLC 2006 - September 2009
Baden Sports, Inc. February 2005 - March 2006
Abacus Engineered Systems, Inc February 2001 - February 2005
Abacus Engineered Systems, Inc September 2000 - February 2001
ADP February 1999 - September 2000
Arthur Andersen 1995 - 1999
Skills
Accounting, Budgets, Financial Analysis, Financial Reporting, Due Diligence, Internal Controls, Property Management, Real Estate, Forecasting, Management, Finance, Process Improvement, Variance Analysis, Residential Homes, Accounts Payable, US GAAP, Mergers & Acquisitions, General Ledger, Contract Negotiation, Apartments, Executive Management, Investments, Sarbanes-Oxley Act, Account Reconciliation, Property, Private Equity, Investment Properties, Real Estate Development, Team Building, Strategic Financial..., Payroll, Accounts Receivable, Financial Modeling, Cash Management, Small Business, Business Planning, Condos, Strategic Planning, Auditing, Negotiation, CPA, GAAP, Leadership, Corporate Finance, Leases, Managerial Finance
Education
Brigham Young University 1991 — 1995
Masters, Accounting
Brigham Young University 1991 — 1995
Bachelors, Accounting
Actuarial & Risk Services September 2000 - Present
Arthur Andersen 1991 - 2000
Tillinghast/Towers Perrin 1982 - 1991
Tillinghast/Towers Perrin 1982 - 1991
Great American Insurance Company 1975 - 1982
AEtna Insurance Company 1971 - 1975
Skills
Commercial Insurance, Underwriting, Reinsurance, Property & Casualty..., Commercial Lines, Professional Liability, Mergers & Acquisitions, Liability, General Insurance, Casualty, Insurance, Business Analysis, Legal Liability, Workers Compensation, Public Speaking, Financial Risk, Expert Witness, Brokers, Claims Management, Risk Management, Actuarial Science, Claim, Homeowners, Enterprise Risk...
Education
Brown University 1966 — 1971
Bachelor of Science (B.Sc.), Applied Mathematics
Wachtel Missry LLP 2002 - Present
Wachtel & Masyr, LLP 1992 - 2009
Wachtel & Masyr, LLP 1992 - 2002
Bower & Gardner, LLP 1991 - 1992
arthur andersen September 1985 - September 1987
Skills
Commercial Litigation, Litigation, Appeals, Civil Litigation, Licensing, Arbitration, Shareholder, Mediation, Courts, Legal Research, Legal Writing, Trials, Corporate Law, Intellectual Property, Trial Practice, Mergers & Acquisitions, Real Estate
Education
Brooklyn Law School 1989 — 1991
JD, Law
New York University - Leonard N. Stern School of Business 1981 — 1985
BS, accounting
Instructure January 2015 - Present
Protiviti November 2003 - January 2015
Altius Health Plans June 2002 - November 2003
Arthur Andersen 2000 - 2002
Skills
Business Process..., Analysis, Sarbanes-Oxley Act, Data Analysis, Process Improvement, Risk Management, Financial Analysis, Financial Modeling, Management Consulting, Strategic Planning, Internal Controls, Business Development, Business Intelligence, Financial Reporting, Data Warehousing, Performance Dashboards, ETL Tools, SQL, Tableau, Data Modeling, Forecasting, Due Diligence, Business Process, Accounting, Internal Audit, Auditing, Mergers & Acquisitions, Enterprise Risk..., Sarbanes-Oxley, IT Audit, COSO, Corporate Finance, Business Analysis, Governance
Education
Brigham Young University 2006 — 2008
Master of Business Administration (MBA)
Brigham Young University 1998 — 2000
Bachelor's Degree, Management, Finance Emphasis
Trimble Navigation Limited September 2012 - Present
Trimble Navigation Limited August 2009 - August 2012
Simclar, Inc. July 2008 - July 2009
National City Mortgage November 2004 - January 2008
ICI Paints January 2003 - November 2004
Protiviti May 2002 - December 2002
Arthur Andersen September 1996 - May 2002
Skills
Risk Management, Insurance, Restructuring, Internal Controls, Accounting, Finance, Variance Analysis
Education
Bowling Green State University 1992 — 1996
Bachelor of Science (B.S.), Accounting
Swift Transportation June 2006 - Present
Deloitte Tax LLP 2002 - 2006
Arthur Andersen 1996 - 2002
Skills
CPA, Sarbanes-Oxley Act, Accounting, Financial Analysis, Tax, Financial Reporting, Forecasting, Income Tax, GAAP, Process Improvement, SEC filings, Tax Accounting, Internal Controls, Tax Research, General Ledger, Tax Preparation, Auditing, Mergers & Acquisitions, Revenue Recognition, Corporate Tax, Financial Accounting
Education
Brigham Young University 1988 — 2005
Masters of Accountancy, Tax
Genius Monkey January 2012 - Present
JoLynn M Anderson, CPA May 1994 - Present
Arthur Andersen May 1992 - April 1996
Skills
Tax Law, Small Business, Microsoft Excel, Tax Returns, Trusts, Tax Preparation, Partnership Taxation, Income Tax, Corporate Tax
Education
Brigham Young University 1987 — 1992
MAcc, Taxation
Brigham Young University 1987 — 1992
BS, Accountancy
General Electric July 2002 - Present
Arthur Andersen August 1992 - June 2002
Skills
Project Management, Cross-functional Team..., Process Improvement, Six Sigma, Software Project..., Business Process..., SDLC, Business Process, Requirements Analysis
Education
Brigham Young University 1988 — 1992
Master or Accountancy, Accounting Information Systems
Basic Research 2008 - Present
KPMG 2002 - 2008
Arthur Andersen 1995 - 2002
Larry H. Miller Group 1994 - 1995
Deloitte 1990 - 1994
Skills
SEC reporting, Mergers, Financial Analysis, Financial Accounting, Financial Reporting
Education
Brigham Young University 1985 — 1990
MACC, Accounting/Information Systems
Links Consulting Group January 2005 - Present
Cambridge Financial Group, Inc. January 2002 - January 2005
Sales Performance Group, Franklin Covey 2000 - 2002
FranklinCovey 1999 - 2000
Arthur Andersen 1998 - 1999
Computer Associates, Inc 1996 - 1997
Covey Leadership Center 1996 - 1997
Skills
Business Development, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Strategic Financial..., Investments, Life Insurance, Disability Insurance, Investment Advisory, Private Equity, Asset Management, IRAs, Venture Capital, Entrepreneurship, Business Planning, 401k, Insurance, Alternative Investments, High Net Worth..., Portfolio Management, Term Life Insurance, Financial Services, Strategic Planning, Asset Protection, Investment Strategies, Investment Management, Retirement Plan..., Pensions, Finance, Funding, Financial Advisory, Financial Planners, New Business Development, Succession Planning, Tax, Strategy, Wealth, Financial Planning
Education
Brigham Young University 1992 — 1995
Business Management
Allegiance, Inc. February 2013 - Present
Premier Mentoring October 2006 - November 2012
ClearOne Communications August 2005 - October 2006
Mrs. Fields Famous Brands May 2001 - August 2005
TenFold 2000 - 2001
Arthur Andersen 1993 - 2000
Skills
Accounting, SEC filings, Financial Analysis, Microsoft Excel, 10Q, Auditing, General Ledger, Payroll, Accounts Payable, Revenue Recognition, Financial Accounting, US GAAP, Business Planning, Finance, SEC Filings, Financial Reporting, Internal Audit
Education
Brigham Young University 1985 — 1993
Master, Accountancy
Lisa Polantz CPA Inc. 2011 - Present
Grant Thornton 2002 - 2009
Arthur Andersen 1995 - 2002
Arthur Andersen 1995 - 2002
Education
Bowling Green State University 1991 — 1995
Bachelors, Business
Berglund Construction 1999 - Present
Arthur Andersen 1991 - 1996
Continental Bondware 1985 - 1991
Continetal Can, Imperial Bondware Division 1984 - 1991
Education
Bradley University 1981 — 1985
BS, Industrial Engineering
Belleville East 1977 — 1981
High School
Word Place, Inc. January 2003 - Present
Word Place, Inc. January 2003 - Present
Arthur Andersen January 2001 - December 2001
Skills
Small Business, Start-ups, Accounting, Business Strategy, Financial Analysis, Business Planning, Tax, Financial Reporting, Bookkeeping, Budgets, Entrepreneurship, Finance, Tax Preparation, Auditing, Social Media, Due Diligence
Education
Brigham Young University 1998 — 2000
Bachelors, Accounting
Utah Valley State College 1997 — 1998
Associate of Science (A.S.), Accounting
Ricks College 1996 — 1997
Accounting
Gategroup January 2012 - Present
Gate Gourmet December 2010 - March 2012
Gate Gourmet December 2003 - November 2010
Lincoln Electric January 1998 - December 2003
Lincoln Electric June 1994 - January 1998
Lincoln Electric December 1990 - June 1994
Arthur Andersen April 1990 - December 1990
Arthur Andersen June 1987 - April 1990
Skills
Mergers, Restructuring, Process Improvement, Managerial Finance, Strategic Planning, Change Management, Financial Modeling, Financial Analysis, Business Strategy, Operations Management, Budgets, Business Planning, Forecasting, Corporate Finance, Finance, Management Consulting, Competitive Analysis, Supply Chain Management, Contract Negotiation, Airlines
Education
London Business School 1995 — 1997
Masters, Finance
Bowling Green State University 1983 — 1987
Bachelors, Business Administration, Accounting
KW Gutshall & Associates January 2013 - Present
Planto Roe Financial Services December 2011 - December 2012
Ten Robles, Inc. 2008 - December 2011
Triton Lots, Inc. 2000 - 2008
Arthur Andersen January 1998 - January 2000
NationsBank 1994 - 1998
Merrill Lynch 1992 - 1994
Skills
Real Estate, Marketing, Financial Services, Securities, Construction, Single Family Homes, Financial Analysis, Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, Life Insurance, Asset Management, Retirement, Investments, Fixed Annuities, Team Building, Residential Homes, Finance
Education
Brenau University 1989 — 2000
MBA
Mississippi State University 1983 — 1987
BBA, General Business Administration
Sutter Health March 2013 - Present
Sutter Health May 2008 - March 2013
Sutter Health July 2001 - May 2008
Arthur Andersen December 1998 - June 2001
Skills
Revenue Cycle, Financial Reporting, Financial Analysis, Process Improvement, Healthcare, Hospitals, Microsoft Excel, General Ledger, Sarbanes-Oxley Act, Healthcare Management, Accounting, Sarbanes-Oxley, Auditing, Internal Controls
Education
Brigham Young University 1994 — 1998
BS, Accounting
Expert Global Solutions Inc February 2012 - Present
APAC Customer Services, Inc. May 2005 - May 2012
APAC Customer Services, Inc. May 2002 - April 2005
APAC Customer Services, Inc. August 2000 - April 2002
Arthur Andersen May 1995 - July 2000
Education
Northern Illinois University - College of Business 1993 — 1995
Masters of Science, Finance
Bradley University 1989 — 1993
Bachelors of Science, Finance
Protective Life April 1991 - Present
Hallmark Insurance April 1989 - April 1991
Arthur Andersen April 1987 - April 1989
Education
Bradley University 1983 — 1985
BS, Computer Science
Harper College 1981 — 1983
AS, Computer Science
Tatia Beaslin, CPA Professional FacultyBrigham Young UniversityAugust 1999 - August 2002
Arthur Andersen September 1993 - December 1999
Skills
Microsoft Word, Tax, Tax Preparation, QuickBooks, Higher Education, GAAP, CPA, Tax Law, Corporate Tax, Tax Accounting, Income Tax, Auditing, Microsoft Excel, PowerPoint, Due Diligence, College Teaching, University Teaching, Financial Accounting, Accounting, Legal Research, Statistics
Education
Brigham Young University 1985 — 1993
Master's degree, Taxation
Vitech Systems Group June 2012 - Present
20th Century Fox July 2006 - June 2012
Fox Filmed Entertainment February 2004 - July 2006
Time Inc. June 2000 - September 2002
Arthur Andersen 1998 - 2000
Skills
Project Planning, Project Implementation, Project Coordination, Business Analysis, Business Process, Dashboards, Requirements Analysis, Requirements Gathering, Business Requirements, System Testing, Systems Analysis, Quality Assurance, Documentation, User Acceptance Testing, Test Planning, Software Documentation
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
Master of Business Administration (M.B.A.)
Brigham Young University 1991 — 1998
Bachelor of Science (B.S.), Electrical, Electronics and Communications Engineering
Church of Jesus Christ of Latter-day Saints November 2013 - Present
Red Hat, Inc. September 2009 - Present
Missionary - Church of Jesus Christ of Latter-day Saints April 2012 - September 2013
Brigham Young University September 1993 - August 2011
The Church of Jesus Christ of Latter-day Saints July 2007 - June 2009
American Express Centurion Bank -- sub of American Express June 2005 - June 2007
Micrel May 2002 - May 2007
Arthur Andersen June 1966 - April 1995
Arthur Andersen & Andersen Worldwide SC 1966 - 1995
Education
Brigham Young University 1960 — 1966
Bachelor of Science (B.S.), Accounting
Blue Cross Blue Shield of Illinois November 2002 - Present
Arthur Andersen September 2000 - May 2002
Cargill Investor Services August 1998 - August 2000
Cargill Investor Services August 1996 - August 1998
Federal Reserve Bank of Boston June 1994 - July 1996
Skills
Financial Analysis, Financial Reporting, Business Analysis, Relational Databases, Process Improvement, Access, Microsoft Excel, Accounting, Cash Management, Risk Management, Health Insurance, VBA
Education
Brandeis University 1992 — 1994
Master of Arts (M.A.), International Economics and Finance
Miami University 1988 — 1992
Bachelor of Arts (B.A.), International Studies and French
Benet Academy
Legacy Tax & Financial Services LLC January 2015 - Present
EY January 2008 - August 2014
IMG 1998 - 2003
KPMG US 1997 - 1998
Revco 1992 - 1997
Arthur Andersen 1990 - 1992
Skills
Tax, Accounting, Customer Service, Tax Accounting, Financial Reporting, CPA, Financial Accounting, Tax Preparation, Corporate Tax, Income Tax, Tax Research
Education
Bowling Green State University 1986 — 1990
Bachelor's degree, Accounting and Finance
Cloverleaf Senior High School 1983 — 1986
Midview Senior High 1983 — 1983
Wellington Dukes 1976 — 1982