Arthur Andersen LLP
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 LLP Employees
Glaser Weil Fink Howard Avchen & Shapiro LLP July 2014 - Present
Wasserman, Comden, Casselman & Esensten, LLP February 2006 - June 2014
Wasserman Legal Group February 2006 - June 2014
Law Offices of Charles A. Shultz December 2003 - February 2006
Reish & Reicher 2000 - 2003
McKenna Long & Aldridge LLP November 1996 - February 2000
Arthur Andersen LLP 1995 - 1996
Pillsbury Winthrop Shaw Pittman 1992 - 1992
Skills
Estate Planning, Litigation, Trusts, Estate Tax Planning, Wills, Estate Administration, Elder Law, Tax Law, Appeals, Powers of Attorney, Legal Research, High Net Worth..., Tax, Guardianship, Corporate Law, Real Estate, Legal Writing, Financial Elder Abuse, Mediation, Conservatorship, Conservatorships, Estate Law, Dispute, Legal Issues, Trials, Civil Litigation, Special Needs Trusts, Legal Advice, Commercial Litigation, Courts
Education
New York University School of Law 1993 — 1994
LLM, Masters of Law in Taxation
Loyola Law School, Loyola Marymount University 1990 — 1993
Doctor of Law (J.D.)
University of California, Los Angeles 1985 — 1990
BA, Economics
National Christian Foundation February 2014 - Present
RZIM September 2012 - September 2013
Perma-Fix Environmental Services August 2007 - September 2012
INVESCO December 2005 - June 2007
North Point Community Church September 2002 - January 2004
Fellowship Bible Church November 2000 - September 2002
Arthur Andersen, LLP January 1999 - November 2000
Skills
Accounts Receivable, Fixed Assets, Accruals, Process Improvement, Department Budgeting, Treasury Management, Variance Analysis, Financial Reporting, Customer Service, Consolidation, SOX, COSO, Payroll Processing, Intercompany, Depreciation, Cash Receipts, Cash Handling, Reconciliations, Account Reconciliation, Microsoft Dynamics, Oracle Financials, Solomon, AS400, Hyperion, Month End Close, Monthly Reporting, Year End Close, Journal Entries, Accounts Payable, Microsoft Excel, Microsoft Word, Financial Statements, Finance, Invoicing
Education
Kennesaw State University - Michael J. Coles College of Business 1996 — 1998
BBA, Accounting
Gordon College 1994 — 1996
AS, Business Administration
H&R Block December 2014 - Present
Self Employed QuickBooks Certified ProAdvisor July 2013 - Present
Narconon Freedom Center June 2008 - October 2010
Accountemps August 2003 - December 2004
BP Castrol Heavy Duty Lubricants September 2002 - August 2003
Arthur Andersen, LLP March 2001 - May 2002
Arthur Andersen, LLP November 1999 - March 2001
Skills
Excel, MS Excel Pivot Tables, Word, Access, Databases, SQL, PowerPoint, Outlook, Accounting, Accounts Receivable, Invoicing, Billing, Expenses, Accounts Payable, Payroll, Bookkeeping, Quickbooks, Xero, Sage Line50, Peachtree, Query Writing, AS400, Data Entry, Financial Analysis, Financial Modeling, Tax Preparation, Income Tax, Telephone Skills, Teamwork, Customer Service, Administration, Administrative Support, Google Analytics, Microsoft Office
Education
Queens College 1992 — 1993
B.A., Art History
Kellogg Community College 2011 — 2013
Accounting, Computer Programming, and Microsoft Office Specialist Programs
Gregory Ricks & Associates, Inc. July 2010 - Present
Arthur Andersen LLP 1988 - 2000
Skills
Strategic Financial..., Budgets, Microsoft Excel, Finance, Office Management, Outlook, Cash Flow, Managerial Finance, Financial Modeling, Financial Analysis, Business Analysis
Education
Assumption High School 1984 — 1988
Louisiana State University 1984 — 1988
Bachelor's degree, Accounting
Accenture February 2015 - Present
Magnum Forge April 2013 - Present
ProvisHR 2012 - Present
Font & Associates, Incorporated February 2002 - Present
Contract Land Staff 2011 - April 2013
Arthur Andersen LLP 1995 - 1997
Pro Staff May 1993 - February 1995
Pro Staff 1990 - 1993
Pro Staff 1988 - 1990
Skills
Talent Acquisition, Executive Search, Technical Recruiting, Full-cycle Recruiting, Talent Management, Compensation, Interviewing, HR Policies, Employee Relations, Performance Management, Succession Planning, Strategic Sourcing, Sourcing, Contract Negotiations, Leadership Development, Organizational..., Recruiting, Temporary Staffing, Temporary Placement, Contract Negotiation, Management, Employee Benefits, Deferred Compensation, Applicant Tracking..., Contract Recruitment, Human Resources, Screening Resumes, Screening, Personnel Management, Benefits Negotiation, Permanent Placement, Staffing Services, Internet Recruiting, Interviews, Mergers & Acquisitions, Energy Industry, Negotiation, Leadership, Workforce Planning, Analysis, Onboarding, Consulting, Strategy, Hiring, College Recruiting, Management Consulting, SDLC, HRIS, Process Improvement, Recruitment Advertising
Education
LeTourneau University
BSBM, Business
Southern Methodist University 1988 — 1989
Haier America 2015 - Present
Mitsubishi Electric Cooling & Heating 2011 - 2014
Mitsubishi Electric Cooling & Heating 2008 - 2011
Philips Healthcare 2005 - 2008
Philips Healthcare 2004 - 2005
Optio Software, Inc. 2001 - 2004
Arthur Andersen, LLP 1999 - 2001
Witness Systems, Inc. 1998 - 1999
Impact Innovations Group, Inc., 1997 - 1998
TheraTx, Inc. 1993 - 1997
Skills
Cross-functional Team..., Product Management, Product Marketing, Product Development, Six Sigma, Manufacturing, Operations Management, Sales Management, Strategy, Operational Excellence, Management, Leadership, New Business Development, Process Improvement, Forecasting, Sales Operations, Strategic Planning, Sales, Contract Negotiation, Account Management, Budgets, Pricing
Education
Kennesaw State University 1997 — 1998
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
King's College 1990 — 1993
Bachelor of Science (BS), Accounting
Era Group Inc., a SEACOR Company October 2012 - May 2013
Era Group Inc., a SEACOR Company January 2005 - October 2012
SEACOR Holdings Inc. January 2003 - December 2004
SEACOR Holdings Inc. January 2001 - December 2002
Arthur Andersen LLP July 1995 - December 2000
Skills
Financial Analysis, Strategic Financial..., Forecasting, Auditing, Mergers, Risk Management, Finance, Budget, Process Improvement, Operations Management, Financial Reporting, Analysis, SAP, Strategic Planning, Risk Assessment, Contract Negotiation, Accounting, Microsoft Excel, Procurement, Project Planning, Helicopters, Sarbanes-Oxley Act, Financial Modeling, Mergers & Acquisitions, Aerospace, Budgets, Variance Analysis, Management, Aviation
Education
Louisiana State University 1988 — 1992
Bachelor of Science (BS), Accounting
Lighthouse Accounting Services LLC September 2010 - Present
Grant Thornton LLP April 2006 - June 2011
Grant Thornton LLP June 2002 - April 2006
Arthur Andersen LLP September 2001 - June 2002
Skills
Quickbooks, QuickBooks, Auditing, Internal Controls, Accounting, CPA, GAAP, Financial Analysis, Financial Accounting
Education
John Carroll University 2001 — 2002
MBA, Accounting
Tiffin University 1997 — 2001
BBA, Accounting
British American College of London 2000 — 2000
Study Abroad Semester
FiduciaryVest, LLC July 2014 - Present
FiduciaryVest, LLC June 2006 - June 2014
Deloitte May 2002 - June 2006
Arthur Andersen LLP September 1999 - May 2002
Arthur Andersen LLP August 1998 - September 1999
Sterling Investment Management, Inc. February 1996 - August 1998
Education
Kennesaw State University
Bachelor of Business Administration (BBA), Finance, Summa Cum Laude
Fears Fence Company June 2014 - Present
Precision Practice Management August 2013 - June 2014
Self-employed July 2009 - June 2013
Centene Corporation November 2005 - July 2009
The St. Louis Trust Company September 2005 - November 2005
The St. Louis Trust Company October 2002 - September 2003
Arthur Andersen, LLP November 2000 - May 2002
Glazer's Midwest January 2000 - November 2000
Skills
Microsoft Office, Microsoft Word, Microsoft OneNote, Research, PowerPoint, Microsoft Excel, Customer Service, Data Entry, Child Development, Childcare, Typing, Invoicing, Proofreading, Strategic Planning, Bookkeeping
Education
Central Community High School 1994 — 1998
Kaskaskia College
General Studies
BP 2011 - 2013
Clifton Gunderson LLP 2009 - 2010
Ogilvy Public Relations 2008 - 2009
Datalogics 2003 - 2005
Arthur Andersen LLP 2000 - 2003
Skills
Financial Analysis, Internal Controls, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, SAP, Access, Microsoft Excel, Microsoft Word, FASB, Analysis, Business Objects, Webi, Hyperion Enterprise, JD Edwards, Oracle, BO Web Intelligence, Business Analysis, Public Relations, Account Reconciliation, Cost Accounting, Accruals, Financial Accounting, Auditing, Presentations, Employee Training, Cash Flow, Managerial Finance, US GAAP, Revenue Recognition, Internal Audit, PeopleSoft, GAAP, Forecasting, Accounts Payable, Cash Management, Accounts Receivable, Invoicing, Management, Tax, Consolidation, General Ledger, Payroll, Financial Statements, Budgets, Risk Management, Leadership, Financial Audits, Process Improvement, Business Process...
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA) To Be Completed..., Accounting and Finance
Robert Morris College
Bachelor of Business Administration (BBA), Accounting and Finance
Walt Disney World November 2010 - Present
IFS Financial Services April 2005 - November 2010
Homestore, Inc February 2004 - February 2005
Miracle, CPA January 2001 - February 2004
Sony/ATV Music Publishing LLC October 1996 - January 2001
Arthur Andersen LLP September 1993 - October 1996
Skills
Financial Reporting, Accounting, Internal Controls, GAAP, General Ledger, US GAAP, Auditing, Budgets, Payroll, Accounts Payable, Accounts Receivable, Cash Management
Education
Lipscomb University 1988 — 1993
BS
Manifest. January 2014 - Present
Publicis Kaplan Thaler August 2011 - January 2014
TBWA\Chiat\Day September 2009 - August 2011
Cutwater April 2007 - September 2009
TBWA\Chiat\Day December 2005 - April 2007
Time Warner Inc. January 2001 - December 2005
C2 Media 1999 - 2001
Arthur Andersen LLP 1995 - 1998
Skills
Business Strategy, Integrated Marketing, Financial Analysis, Advertising, Digital Marketing, CPA, Contract Negotiation, Executive Management, Integration, Organizational..., Content Marketing, Mergers & Acquisitions, Large Systems..., Project Management, Team Leadership, Organizational..., Corporate FP&A, Financial Forecasting, Financial Modeling, Planning Budgeting &..., Treasury Management, Risk Management, Change Management, Restructuring
Education
Lehigh University - College of Business and Economics 1991 — 1995
BS, Accounting
XO Group Inc. August 2014 - Present
ideeli (a Groupon Company) November 2012 - May 2014
ideeli September 2011 - October 2012
Asbury Automotive Group November 2008 - August 2011
Asbury Automotive Group February 2005 - October 2008
Asbury Automotive Group April 2004 - January 2005
Sirius Satellite Radio April 2002 - March 2004
Arthur Andersen LLP September 1999 - March 2002
Skills
Retail, Forecasting, Budgets, Financial Analysis, Accounting, Process Improvement, Inventory Control, Financial Reporting, SEC filings, Accounts Payable, Microsoft Excel, Risk Management, Cash Management, Auditing, Strategic Financial..., Finance, Consolidation, Controllership Functions, Corporate FP, Financial Planning, US GAAP
Education
Lehigh University 1995 — 1999
BS, Accounting
Jones Battles Group LLC September 2010 - Present
Shiffler Equipment Sales, Inc. February 2007 - October 2009
Blake & Wachs LLP May 2004 - February 2007
Robert Half International June 2003 - April 2004
Howard Wershbale and Co. September 2002 - May 2003
Arthur Andersen LLP May 1996 - June 2002
Skills
Budgets, Accounting, Auditing, General Ledger, Tax, Tax Returns, Financial Statements, Corporate Tax, Tax Research, CPA, SEC filings, GAAP, Income Tax, Tax Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Audits, Payroll Taxes, Tax Preparation, Cash Flow, Financial Reporting, Variance Analysis, Big 4, Financial Accounting, Tax Advisory
Education
Lake Erie College 1994 — 1996
Bachelor of Science, Accounting
Smartbridge March 2004 - Present
BearingPoint July 2002 - March 2004
Arthur Andersen LLP November 2000 - June 2002
Skills
Master Data Management, Business Intelligence, Data Warehousing, Data Integration, Business Analysis, IT Strategy, Requirements Analysis, Enterprise Architecture
Education
Louisiana State University
KPMG US September 2014 - Present
Exelon Corporation April 2012 - August 2014
Exelon Corporation April 2010 - April 2012
KPMG May 2002 - April 2010
Arthur Andersen LLP September 1992 - May 2002
Skills
State Tax, FIN 48, Tax Accounting, Corporate Tax, FAS 5, Income Tax, CPA, Tax Law, Financial Reporting, Tax Advisory, US Tax, Due Diligence, Tax, Tax Research, Mergers & Acquisitions
Education
Villanova University 1996 — 1998
Masters, Taxation
Lehigh University 1988 — 1992
BS, Accounting & Finance
KPMG LLP May 2005 - Present
International Paper September 2002 - November 2004
Arthur Andersen LLP September 1984 - August 2002
Skills
External Audit, Financial Reporting, Accounting, SEC filings
Education
Louisiana Tech University 1983 — 1984
Master of Business Administration (M.B.A.), Accounting and Finance
Ouachita Baptist University 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Business/Management
OverDrive, Inc. August 2015 - Present
American Greetings Corporation September 2012 - August 2015
American Greetings Corporation December 2007 - September 2012
American Greetings Corporation July 2005 - December 2007
Hilite International February 2003 - July 2005
American Greetings Corporation March 2002 - February 2003
Arthur Andersen LLP April 1999 - March 2002
STERIS Corporation December 1998 - April 1999
STERIS Corporation December 1996 - December 1998
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Forecasting, Financial Analysis
Education
Kent State University 1992 — 1996
BBA, Accounting
WeiserMazars LLP (from LECG Partners LLP) January 2005 - Present
PMA Capital September 2003 - January 2005
CIGNA February 2002 - September 2003
Arthur Andersen LLP September 1996 - February 2002
Skills
Audit, Accounting, Insurance, Due Diligence, GAAP, Auditing, Financial Modeling, Budget, Analysis, Forensic Accounting, Financial Audits, Financial Reporting, US GAAP, Reinsurance, Statutory Accounting, Enterprise Risk..., Strategic Financial..., Financial Risk, Risk Management, Financial Analysis, Internal Audit, Forecasting, Restructuring, Variance Analysis, Finance, Financial Statements, SEC filings, Budgets, CPA, Sarbanes-Oxley Act, Strategy
Education
King's College 1992 — 1996
BS, Accounting
Healthcare Business Solutions LLC January 2014 - Present
LSH Healthcare Consultants March 2010 - December 2013
Noblis, Inc. October 2009 - March 2010
Noblis 2007 - 2009
RSM McGladrey 2005 - 2007
Arthur Andersen LLP 1999 - 2003
Holy Cross Hospital 1993 - 1999
Ingalls Memorial Hospital 1990 - 1993
Loyola University Medical Center 1985 - 1990
Medicus Systems 1981 - 1983
Skills
operations, strategy, facilties planning, Health, Healthcare IT, Hospitals, Customer Service, Leadership Development, Strategy, Strategic Planning, Healthcare Information..., Healthcare Consulting, Healthcare Management, Process Improvement, Program Management, Revenue Cycle, Healthcare Industry, Performance Improvement, Management, Management Consulting, Executive Management, Consulting, Policy, Leadership, Health Policy, Informatics, Medicare, EHR, Data Analysis, HIPAA, Proposal Writing, Physicians, Physician Relations, Managed Care, EMR
Education
University of Michigan 1979 — 1981
Masters in Healthcare Services Administration
Knox College 1975 — 1979
B.A., Political Science
Callaway & Company, LLC 2007 - Present
Callaway Geer, LLC May 2012 - November 2014
Lend Lease Corporation June 2004 - March 2008
Cendian Corporation September 2001 - April 2004
Knology, Inc. May 1999 - August 2001
Arthur Andersen LLP 1995 - 1999
Skills
Forensic Accounting, Accounting, Valuation, Financial Analysis, Auditing, Mergers, Process Improvement
Education
LaGrange College
MBA, Finance
University of Alabama
BS, Accounting
Prudential Financial April 2015 - Present
BNP Paribas September 2008 - April 2014
BNP Paribas 2002 - 2008
Arthur Andersen LLP 1997 - 2002
ITT Corporation 1994 - 1997
Arthur Andersen LLP 1988 - 1994
Skills
Employee Relations, Talent Management, Change Management, Performance Management, Process Improvement, Risk Management, Human Resources, Vendor Management, Budgets, Contract Negotiation, Sales Operations, Management, Outsourcing, Team Building, Banking, Team Management, Business Process..., Strategy, Mergers & Acquisitions
Education
Katharine Gibbs School 1987 — 1988
Executive Secretarial/Business Administration
Wright State University August 2013 - Present
Miami University August 2007 - July 2013
University of Cincinnati September 2002 - August 2007
Mahle, Wack, Zaidain & Co. PLL 2000 - 2001
Arthur Andersen LLP 1999 - 2000
Delphi Automotive Systems June 1986 - June 1998
Skills
Data Analysis, Statistics, Student Development, Higher Education, Research, Microsoft Office, Student Affairs, Accounting, Financial Accounting, Finance, SAS, Teaching, Academic Advising, Curriculum Design, University Teaching, Management, PowerPoint, Public Speaking
Education
University of Cincinnati
PhD, Business Administration: Accounting
Wright State University
MAcc
Kettering University 1990 — 1993
MS, Manufacturing Management
University of Cincinnati
BS, Chemical Engineering
Morgan, Lewis & Bockius LLP April 2015 - Present
Morgan, Lewis & Bockius LLP April 2011 - March 2015
Morgan, Lewis & Bockius LLP December 2006 - March 2011
Morgan, Lewis & Bockius LLP October 1999 - November 2006
Arthur Andersen LLP October 1998 - October 1999
Skills
Management, Finance, Financial Modeling, Financial Reporting, Pricing, Strategic Planning, Practice Operations, Process Improvement, Corporate Finance, Due Diligence, Corporate Governance
Education
La Salle University 1995 — 1998
Master of Business Administration (MBA), Accounting and Finance
La Salle University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Corporate Finance and Accounting
TIAA-CREF December 2014 - June 2015
Wells Fargo Home Mortgage March 2013 - February 2014
Bank of America January 2011 - August 2012
Bank of America January 2010 - January 2011
Bank of America March 2009 - May 2010
Bank of America – eCommerce / ATM January 2007 - March 2009
Bank of America - Network Computing Group January 2006 - January 2007
Bank of America January 2001 - January 2003
Arthur Andersen LLP September 1999 - August 2001
Skills
Banking, Risk Management, Loans, Credit Analysis, Financial Analysis, Management, Financial Risk, Mortgage Lending, Budgets, Analysis, Finance, Process Improvement, CRM, Leadership, Marketing, Mergers & Acquisitions, Accounting, Forecasting, Coaching, Relationship Management, Sales, Project Planning, Credit, Leadership Development, Data Analysis, Performance Management, Business Process, Retail Banking, Sales Management, Customer Service, Microsoft Office, Program Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Masters of Business Administration, Human Resources
Johnson C. Smith University 1995 — 1999
Bachelor of Science, Accounting
Roman Catholic 1991 — 1995
Cynosure, Inc. November 2009 - Present
Cynosure, Inc. August 2006 - November 2009
BDO Seidman, LLP November 2002 - July 2006
Arthur Andersen, LLP 1999 - 2002
Skills
SEC filings, Revenue Recognition, GAAP, Internal Controls, CPA, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Auditing, Accounting, Forecasting, US GAAP, General Ledger, Analysis
Education
Lehigh University 1995 — 1999
B.S., Accounting
Pending September 2015 - Present
Intergraph October 2014 - September 2015
Consulting Solutions March 2014 - September 2014
Blue Marble Risk Solutions January 2010 - February 2014
Selcon Consulting August 1999 - January 2010
Arthur Andersen LLP December 1996 - August 1999
DuPont March 1994 - June 1996
Conoco Inc July 1990 - March 1994
Skills
Management Consulting, Risk Management, Program Management, Change Management, Project Management, Business Process..., Project Planning, Energy, Project Portfolio..., Environmental..., Risk Assessment, Due Diligence, Environmental Awareness, Construction, Petroleum, Business Analysis, Remediation, Contract Management, Contract Negotiation, Upstream, Management, Organizational..., Pipelines, Policy, Business Strategy, Analysis, Engineering, Operational Excellence, Supply Chain, Water, Waste Management, Oil/Gas, Expert Witness, Performance Management, Spend Analysis, Mergers & Acquisitions, Procurement, Executive Management, Process Engineering, Hazardous Waste..., Sustainability, Large Capital Projects, Gap Analysis, Environmental Compliance, Strategic Planning, Energy Industry, Project Control, Project Risk Management, Consulting, Leadership
Education
Akron University & Kent State University 1973 — 1978
MS, Civil Engineering / Engineering Geology
Kent State University 1968 — 1972
BS, Geology
LB Industries, Inc. March 2007 - Present
CARES Foundation January 2014 - Present
EIC Associates, Inc. May 2000 - March 2007
Arthur Andersen, LLP June 1998 - May 2000
Skills
Valuation, Construction, Water, Water Treatment, Engineering, Finance, New Business Development, Project Estimation, Analysis
Education
Lehigh University 1994 — 1998
Bachelor of Science (BS), Finance, General
Bethlehem Catholic
Ernst & Young LLP October 2003 - Present
Arthur Andersen LLP May 1995 - October 2002
Education
La Salle University - School of Business Administration 1989 — 1993
Bachelor of Science, Accounting
Park West Asset Management LLC August 2005 - Present
Pantera Capital Management LP January 2004 - August 2005
Orchid Asia Management LLC February 1998 - December 2003
Arthur Andersen LLP October 1993 - January 1998
KPMG US July 1991 - October 1993
Skills
Hedge Funds, Operations, Private Equity, Tax, Alternative Investments, CPA, Credit, Asset Management, Mutual Funds, Valuation, Finance, Equities
Education
Rice University - Jesse H. Jones Graduate School of Management 1990 — 1991
Masters, Accounting
Rice University 1985 — 1989
BA, Mathematical Economic Analysis
New Trier High School, Winnetka, IL 1981 — 1985
F. H. Paschen November 2005 - Present
H&R Block December 2010 - April 2012
JCDecaux, NA April 2004 - May 2005
Globetrotters Engineering Corporation October 2002 - March 2004
Arthur Andersen, LLP August 1998 - April 2002
Illinois Department of Transportation January 1984 - August 1998
Skills
Quality Assurance, Software Documentation, Project Management, Procurement, Construction, Management, Inspection, Quality Control, Access, Continuous Improvement, Microsoft Excel, Accounting
Education
Keller Graduate School of Management of DeVry University 1991 — 1993
Master of Business Administration, Accounting
University of Wisconsin-Madison 1977 — 1983
BSCEE, Civil Engineering
Kinephos Design September 2009 - Present
Spanx, Inc. September 2007 - Present
After Hours Formalwear, Inc. / Men's Wearhouse April 2003 - August 2007
Rite Aid Corporation 1998 - 2003
Arthur Andersen LLP 1991 - 1998
Fraser Business Systems 1984 - 1991
Skills
Process Improvement, Strategic Planning, ERP, Business Development, Team Management, Software Development, Financial Analysis, Managerial Finance, Application Architecture, Infrastructure, Governance, Business Intelligence, E-commerce, Business Analysis, Retail, Integration, Start-ups, Management, Strategy, Analysis, Cross-functional Team..., Leadership, Budgets, SharePoint, Project Management, Team Leadership, Business Process..., Consulting, Project Planning
Education
Kutztown University of Pennsylvania 1983 — 1987
BS
Penn State University 1982 — 1984
BS
Deloitte May 2004 - Present
JP Morgan Chase May 2002 - May 2004
Arthur Andersen LLP October 1994 - May 2002
Columbia National Bank of Chicago 1989 - 1994
Skills
Project Management, Credit, Business Requirements, Loans, Underwriting, Programme Governance, Financial Risk, Risk Management, Analytics, Financial Modeling, Portfolio Management, Project Portfolio..., Financial Analysis, Business Analysis, Integration, Budgets, SDLC, Process Improvement, Governance, Business Process, Program Management, Enterprise Risk..., CRM
Education
University of Wisconsin-Madison 1985 — 1987
MBA, Finance
University of Wisconsin-Madison 1978 — 1981
BS, Economics
Lawrence University 1975 — 1977
Math
Unisys Corporation September 2009 - Present
Unisys June 2008 - September 2009
Milestone Partners 2006 - 2007
Commerce Capital Markets (now TD BankCorp) 2004 - 2006
Bank of America (previously FleetBoston/Howard Lawson) 1999 - 2004
Arthur Andersen LLP 1995 - 1999
Skills
Mergers, Venture Capital, Valuation, Investment Banking, Business Strategy, Private Equity, Due Diligence, Financial Modeling, Corporate Finance, Corporate Development, Financial Analysis, M&A experience, Business Development, Divestitures, Restructuring, Mergers & Acquisitions, Acquisition Integration, Strategy, Management, Strategic Planning
Education
La Salle University
Bachelor of Science (BS)
University of Notre Dame
Master of Business Administration (MBA)
Bass Security January 2014 - Present
Anytime Tree Service March 2013 - Present
Romeo's Pizza Inc April 2001 - October 2009
PDK Management, Inc. May 1999 - March 2001
Kali Associates, d.b.a. Aljon's Pizza March 1996 - August 1998
Arthur Andersen LLP July 1994 - April 1996
Schlabig & Associates Ltd July 1993 - May 1994
Skills
QuickBooks, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Market Research, Research, Teamwork, Cost Management, Financial Analysis, Corporate Finance, Healthcare Management, Social Media Marketing, Social Networking, Payroll, Accounts Payable, Accounts Receivable, Sales, Cpr Certified, Phlebotomy, Sonography, Finance, Brand Development, Brand Management, Leadership, Office Management, Accounting, Employee Benefits, Compassion, Data Entry, Telephone Skills, Medical Terminology, Invoicing, Critical Thinking, Administrative..., Inventory Management, Small Business, Schedules, Medical Billing, Process Scheduler, Management, Supervisory Skills
Education
Liberty University 2012 — 2014
Bachelor of Science in Business Administration: Healthcare Mgmt, Health/Health Care Administration/Management, 3.76
Sanford Brown College 2009 — 2011
Medical Assisting/Cardiovascular Sonography, Medical/Clinical Assistant, 3.5
Lake High School
McGladrey January 2005 - Present
Arthur Andersen, LLP January 1999 - July 2002
Deloitte July 1995 - January 1999
Skills
Corporate Tax, Corporate Transactions
Education
University of New Orleans 1994 — 1995
Masters of Science, Taxation
Louisiana State University 1989 — 1993
B.S., Accounting
Heard, McElroy & Vestal, LLC CPA July 2011 - Present
Heard, McElroy & Vestal, LLC CPA September 2008 - June 2011
KPMG, LLP August 1995 - September 2008
Arthur Andersen, LLP January 1990 - August 1995
Skills
Accounting, Tax, Strategic Financial..., Tax Returns, Tax Preparation, Corporate Tax, Tax Accounting, Tax Research, Partnership Taxation, Income Tax, Tax Advisory, Investments, Sales Tax, US Tax, Trusts, CPA, International Tax, LLC, Use Tax, Tax Law, S Corporations, Financial Statements, Internal Controls, State Tax, Account Reconciliation, US GAAP, Financial Planning
Education
University of New Orleans 1988 — 1989
Master of Business Administration, General Business
Louisiana Tech University 1983 — 1987
Bachelor of Science, Accounting
Kaplan, Inc. June 2004 - August 2015
Arthur Andersen, LLP September 1997 - January 2002
Arthur Andersen, LLP September 1995 - September 1997
Arthur Andersen & Co. September 1990 - September 1995
Skills
HRIS, Talent Management, Human Resources, PeopleSoft, Process Improvement, Training, Strategic Planning, Personnel Management, Onboarding, Access, Microsoft Excel, Leadership, SaaS, Team Leadership, Microsoft Office, Management, Talent Acquisition, Employee Relations, Organizational..., Business Analysis, Data Analysis, Business Process..., Analysis, Time Management, Project Management, Employee Benefits, SuccessFactors, Performance Management, Process Engineering, Workday, HR Strategy, Human Capital Management, ERP, Excel
Education
Kean University
BA, Liberal Arts, 3.64
Euro-Pro July 2013 - Present
Grant Thornton LLP December 2011 - June 2013
CCR LLP September 2002 - December 2011
Arthur Andersen, LLP September 2000 - July 2002
Skills
Auditing, Accounting, Mergers, IFRS, Start-ups, Venture Capital, SEC filings, GAAP, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Corporate Tax, US GAAP, Mergers & Acquisitions, Income Tax, Tax, Due Diligence, Revenue Recognition, CPA
Education
Lehigh University 1996 — 2000
Bachelor of Science, Accounting
Grant Thornton LLP 2002 - Present
Arthur Andersen LLP 1997 - 2002
Skills
Legal Research, Investigative Research, Due Diligence, Investigation, Online Research, Background Checks, Business Intelligence, Risk Management, Risk Assessment, Asset Investigations, Domestic Investigations, Locating People, Research, Court Cases, Private Investigations, Litigation Support, Internet Investigations, Lexis, Westlaw, Operational Due..., Identity Verification
Education
Kent State University
Master of Information Science (MLIS)
Youngstown State University
Bachelor of Arts (B.A.), Russian and International Relations (dual major)
TCF Bank January 2006 - December 2008
Mid Country Banks September 2005 - December 2005
Mid-States Corporate Fed Credit Union (currently Members United Corp. Fed Credit Union) 2002 - 2005
Arthur Andersen, LLP 2000 - 2002
Bank One Corporation (JP Morgan Chase) 1997 - 2000
Federal Reserve Board 1992 - 1997
Office of Thrift Supervision, Department of U.S. Treasury 1986 - 1992
Farmers National Bancorp (Wells Fargo) 1982 - 1986
Touche Ross 1977 - 1982
Skills
Auditing, Internal Controls, Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Internal Audit, Banking, Finance, Business Process..., Budgets, Strategic Planning, Leadership, Analysis, Financial Risk, Policy, Economics, Teaching
Education
Loyola University Maryland 1993 — 1995
MBA, Finance
Kent State University 1973 — 1977
BBA, Accounting, Accounting
US Navy - Naval Hospital Lemoore September 2014 - Present
Naval Hospital Guam October 2011 - August 2014
US Navy June 2008 - September 2011
Arthur Andersen LLP October 1998 - August 2002
PC Connection September 1992 - May 1998
Skills
Board Certified, Healthcare, Microsoft Word, Medical Education, Preventive Medicine, PowerPoint, Microsoft Office, Teaching, Family Medicine, Customer Service
Education
University of Colorado School of Medicine 2003 — 2008
Doctor of Medicine, Medicine
Keene State College 1991 — 1995
BA, Psychology
EY August 2015 - Present
Ernst & Young April 2007 - August 2015
Ernst & Young February 2001 - April 2007
Ernst & Young December 1996 - February 2001
Arthur Andersen LLP 1990 - 1996
Skills
International Tax, Tax
Education
La Salle University - School of Business Administration 1985 — 1989
B.A., Finance
Holy Cross High School 1981 — 1985
College Prep
De Smet Jesuit High School August 2015 - Present
CliftonLarsonAllen Foundation August 2015 - Present
CliftonLarsonAllen October 2014 - Present
Academy of the Sacred Heart 2010 - 2015
Ernst & Young June 2012 - June 2014
EY June 2012 - June 2014
PwC February 2011 - June 2012
MORGAN STANLEY July 2001 - July 2006
ARTHUR ANDERSEN LLP January 1997 - January 2001
UNITED STATES FEDERAL PUBLIC DEFENDER January 1996 - January 1997
Skills
Finance, Financial Planners, Cash Management, Marketing, Management, Strategy, Customer Service, Proposal Writing, Legal Writing, Business Process, Telecommunications, Transportation, Trade Shows, Local Government, System Administration, Tax, Accounting, Strategic Planning, Due Diligence, Investments, Income Tax, Mergers & Acquisitions, Leadership, Negotiation, Management Consulting, Tax Credits, Tax Credit Financing, Tax Incentives, Corporate Communications, Business Communications, Training, CRM, Project Management, Program Management, Financial Planning, Public Speaking, Financial Analysis, Budgets
Education
Saint Louis University School of Law 1994 — 1997
Juris Doctor, Corporate and Tax Law
OXFORD UNIVERSITY 1995 — 1995
Comparitive Law Studies, Summer Law Program
Lindenwood University 1992 — 1994
Bachelor of Arts, Mass Communication, Summa Cum Laude
Academy of the Sacred Heart 1978 — 1987
Academy of the Sacred Heart
Stroz Friedberg August 2014 - Present
Bridgewater Associates LP April 2013 - Present
Fiserv March 2009 - March 2013
Fiserv September 2007 - March 2009
Fiserv EFT March 2006 - August 2007
Cerner Corporation January 2002 - March 2006
Arthur Andersen LLP June 1999 - December 2001
Sprint March 1996 - May 1999
Skills
Executive Management, Information Technology, Access, Leadership, Finance, Internal Audit, Security, Risk Management, Mergers & Acquisitions, Auditing, Business Strategy, Enterprise Risk..., Information Security..., Information Security, Strategy, Business Planning, Credit, Business Development, Program Management, Disaster Recovery, Soft Skills:...
Education
Kansas State University 1994 — 1994
MBA, Finance Major
Université d'Angers 1989 — 1992
Bachelor Business Administration, Business
University of Limerick 1990 — 1991
Erasmus (European Excahnge program), Business
University of Oklahoma - Information Technology December 2003 - Present
Texas Wesleyan University September 2002 - November 2003
Arthur Andersen LLP October 1998 - October 2001
Texas Christian University January 1990 - September 1998
Skills
SharePoint, PeopleSoft, ERP, SQL, Programming, Troubleshooting, Photoshop, Information Technology, Oracle, InfoPath, Training, PeopleTools, Peoplesoft Technical, Software Development, Microsoft Office, Databases, Business Analysis, Software Documentation, Microsoft SQL Server, Requirements Analysis, XML
Education
Louisiana Tech University 1965 — 1969
BBA, Accounting
Texas Christian University 1971 — 1975
BMusic, Organ Performance, Music Form & Analysis
Vertical Quest Consulting May 2001 - Present
Cypress Semiconductor 2007 - 2010
Cypress Semiconductor 2007 - 2010
University of San Francisco August 2003 - February 2007
Costello & Sons August 2000 - September 2002
Arthur Andersen, LLP August 1998 - June 2000
Education
Loyola University Chicago 1995 — 1999
PhD, Social Psychology
Loyola Marymount University 1990 — 1995
MA, Counseling Psychology
University of Notre Dame - Mendoza College of Business 1987 — 1988
MBA, Finance & Marketing
Loyola Marymount University 1983 — 1987
BBA, Management / Minor: Psychology
PRA Health Sciences September 2014 - Present
SAP January 2009 - August 2014
SAP January 2006 - December 2008
SAP January 2002 - December 2005
Independent Consultant October 2000 - December 2001
Paine Webber January 2000 - October 2000
Arthur Andersen LLP September 1992 - January 2000
Education
Lehigh University - College of Business and Economics 1988 — 1992
Accounting, Business, Cum Laude graduate
Crothall Healthcare February 2010 - Present
Compass Group April 2007 - January 2010
Compass Group November 2004 - April 2007
Duke Energy Corporation April 2002 - November 2004
ARTHUR ANDERSEN LLP September 2000 - April 2002
Skills
Management, Project Planning, Training, Integration, Payroll, Invoicing, Cash Flow, Process Improvement, Budgets, Project Management, Change Management, Business Analysis, Operations Management, Strategic Planning, Healthcare, Access, Forecasting, Microsoft Excel, Customer Service, Team Building
Education
UNC Charlotte 2004 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
La Salle University 1996 — 2000
Bachelor of Science (B.S.), Accounting
TripGuy Travel LLC (www.TripGuy.com) January 2002 - Present
VacationCRM LLC May 2014 - Present
Marsh, Inc. January 2004 - January 2012
Advent Software 2003 - 2004
Kinexus 1999 - 2003
Arthur Andersen LLP 1995 - 1999
Skills
Product Management, Change Management, Business Process..., Process Improvement, Business Strategy, Operations Management, Strategic Planning, Program Management, Team Building, Analysis, Business Process, Product Development, Account Management, Travel Management, Leisure Travel, Online Travel, Inclusive Resorts, Sales, Leadership, CRM, Management, Business Analysis, Marketing Strategy
Education
Lehigh University 1991 — 1995
BS, Accounting
The Riverside Company June 2010 - Present
Chick Packaging April 2008 - June 2010
Hanson April 2006 - April 2008
Hanson Brick March 2004 - April 2006
Hanson Brick and Tile April 2002 - March 2004
Okuma America Corporation September 2000 - April 2002
Okuma 2000 - 2002
Arthur Andersen LLP June 1995 - September 2000
Skills
Financial Analysis, Accounting, Forecasting, Financial Reporting, Mergers, Sarbanes-Oxley Act, Budgets, Due Diligence, Consolidation, Internal Controls, Managerial Finance, Financial Accounting, Process Improvement, Variance Analysis, Restructuring, Financial Modeling, Strategic Planning, Hyperion Enterprise, Cash Flow, Cost Accounting
Education
Pace University - Lubin School of Business 1994 — 1996
Bachelor of Business Administration (BBA), Public Accounting
King's College
Hico Group August 2009 - June 2011
Penske Truck Leasing December 2003 - July 2009
Walt Denny, Inc October 2002 - December 2003
Software Architects December 1999 - October 2002
Arthur Andersen, LLP July 1996 - December 1999
Education
Lewis University
Bachelor of Arts, Accounting and Finance Double Major
Lewis University
Master of Business Administration, Accounting
EY April 2014 - Present
AVI-SPL July 2012 - September 2013
Grant Thornton LLP June 2004 - December 2011
Paradigm Learning March 2004 - June 2004
Protiviti (Division of Robert Half International) - formerly Arthur Andersen LLP August 2001 - November 2003
Arthur Andersen LLP August 2001 - May 2002
Skills
Human Resources, Process Scheduler, Recruiting, Interviews, PowerPoint, Calendaring, Travel Arrangements, Calendars, Editing, Executive Support, Expense Reports, Travel Planning, Logistics, Trade Shows, Financial Statements, Legal Writing, Outlook, Microsoft Excel
Education
Lakeland Community College 1975 — 1977
Priority Funding Solutions, Inc December 2012 - Present
Priority Leasing, Inc. d/b/a Priority Capital December 2009 - Present
Elite Financial Corp July 2005 - December 2009
Priority Leasing Inc. April 2002 - July 2005
Arthur Andersen, LLP January 2001 - April 2002
Skills
Sales, Account Management, Customer Service, Business Development, Sales Management, Advertising, Salesforce.com, Training, Small Business, Direct Sales, Sales Process, Financial Analysis, Finance, Leadership, Start-ups
Education
Louisiana State University 2000 — 2001
Minor in Accounting, Accounting
Providence College 1996 — 2000
BS, Finance, Accounting
NutriSystem, Inc. July 2010 - Present
La Salle University June 2008 - Present
La Salle University Center for Entrepreneurship May 2010 - Present
JDRF (f/k/a Juvenile Diabetes Research Foundation) June 2006 - Present
Kleinbard Bell & Brecker LLP January 1993 - June 2010
Montgomery, McCracken, Walker & Rhoads, LLP May 1992 - December 1992
Dechert LLP September 1990 - May 1992
Arthur Andersen LLP June 1984 - August 1987
Skills
Corporate Governance, Contract Negotiation
Education
Villanova University School of Law 1987 — 1990
J.D., Law
La Salle University 1980 — 1984
B.S., Accounting
Archbishop Ryan High School 1976 — 1980
Things Remembered February 2012 - Present
Memory Suppliers and iPromo January 2010 - February 2012
Uline, Inc. June 2002 - January 2010
Arthur Andersen LLP September 2000 - May 2002
Skills
Accounts Receivable, Financial Analysis, Budgets, Forecasting, Financial Reporting, Finance, Accounting, Management, Leadership, Strategic Financial..., Strategic Planning, Process Improvement, Accounts Payable, Cash, Auditing, Internal Controls, Strategy, Internal Audit
Education
Lehigh University - College of Business and Economics 1996 — 2000
BS, Accounting
Old Bridge High School 1992 — 1996
bluebird bio May 2012 - Present
Aileron Therapeutics February 2010 - May 2012
Helicos BioSciences Corporation April 2007 - February 2010
BearingPoint February 2004 - March 2007
General Dynamics August 2002 - February 2004
Arthur Andersen LLP 1998 - 2002
Skills
Sarbanes-Oxley Act, SEC filings, Revenue Recognition, Internal Controls, Financial Reporting, Forecasting, GAAP, US GAAP, Auditing, Mergers & Acquisitions, Cost Accounting, Variance Analysis, Sarbanes-Oxley, Consolidation
Education
La Salle University 1994 — 1998
BS, Accounting
Medsolutions, Inc. May 2011 - Present
INVENTIV HEALTH, INC May 2007 - September 2010
inVentiv Commercial Services, a division of inVentiv Health, Inc. 2003 - 2007
inVentiv Integrated Solutions January 2001 - January 2002
inVentiv Health, Inc January 1999 - January 2000
SNYDER COMMUNICATIONS, INC October 1997 - October 1999
ARTHUR ANDERSEN LLP September 1993 - September 1997
Education
Lafayette College 1989 — 1993
B.A, Economics and Business
Applied Materials July 2013 - Present
Applied Materials October 2010 - July 2013
Applied Materials March 2008 - October 2010
Marakon Associates July 2004 - January 2008
KLA-Tencor July 2003 - September 2003
Arthur Andersen LLP September 1997 - June 2002
Skills
Corporate Development, Financial Modeling, Valuation, Acquisition Integration, Competitive Analysis, Investor Relations, New Business Development, Strategic Planning, Business Strategy, Key Message Development, Management Consulting
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA, Finance and Strategy
University of Notre Dame 1994 — 1997
BBA, Finance
Lehigh University 1992 — 1993
Allen Stevenson
Allen Stevenson
Zeus October 2012 - Present
Kaydon Corporation March 2008 - October 2012
Dots, LLC August 2006 - December 2007
Dots, LLC August 2006 - December 2006
Jo-Ann Stores, Inc October 2004 - August 2006
Jo-Ann Stores, Inc May 2002 - October 2004
Arthur Andersen LLP May 1998 - May 2002
Skills
Six Sigma, Change Management, Project Management, Lean Manufacturing, Employee Training, Continuous Improvement, Leadership, Kaizen, Value Stream Mapping, Quality Management, Project Planning, Manufacturing, 5S, Quality Assurance, Process Improvement, Manufacturing..., Process Engineering, DMAIC, Operational Excellence, Kanban, Industrial Engineering, Manufacturing..., Root Cause Analysis, Toyota Production System
Education
University of Dayton 1994 — 1998
Bachelor of Science (BS), Industrial Engineering Technology
Kaplan University 2006 — 2007
Certification, Six Sigma Black Belt
Qlik September 2009 - Present
MEDecision, Inc. April 2002 - September 2009
VerticalNet January 2000 - April 2002
Arthur Andersen LLP December 1997 - January 2000
Zelenkofske Axelrod CPAs January 1996 - December 1997
Skills
SEC reporting, Revenue Recognition, SOX, Mergers, XBRL, SEC filings, CPA, SOP 97-2, Sarbanes-Oxley Act, Pre-IPO, Internal Controls, Forecasting, Mergers & Acquisitions, Accounting, Finance, Internal Audit, Consolidation, IPO, Budgets, Strategic Financial..., Financial Reporting, External Audit, GAAP, Managerial Finance, US GAAP, Cash Flow, Financial Analysis, Acquisition Integration, Variance Analysis, Sarbanes-Oxley, SEC Filings, Financial Planning
Education
Villanova University 2002 — 2007
MBA, Finance
La Salle University 1992 — 1995
B.S., Accounting
Holy Ghost Preparatory School 1987 — 1991
High School
Schoenthaler Law Group January 2011 - Present
Hill, Kertscher & Wharton, LLP November 1999 - December 2010
Schreeder, Wheeler and Flint 1997 - 1999
Arthur Andersen LLP 1996 - 1997
Skills
Litigation, Commercial Litigation, Trade Secrets, Civil Litigation, Arbitration, Trials, Trademarks, Product Liability, Business Litigation, Torts, Joint Ventures, Courts, Securities Regulation, Dispute Resolution, Employment Law, Appeals, Toxic Tort, Legal Research, Legal Writing, Trademark Infringement, Intellectual Property, Patent Prosecution, Non-compete Agreements, Breach Of Contract, Alternative Dispute..., Patents, Patent Litigation, Corporate Governance, Trial Practice, Construction Law, Corporate Law, Mediation, Wrongful Death, Securities Litigation, Licensing, Personal Injury, Copyright Law
Education
Vanderbilt University Law School 1992 — 1995
JD, Law
Louisiana State University and Agricultural and Mechanical College 1987 — 1991
Bachelor of Arts (BA), Political Science and History
Bartlett and Company April 2009 - Present
Lockton Companies July 2008 - April 2009
Archer Daniels Midland July 1995 - May 2008
Arthur Andersen LLP January 1993 - July 1995
Trans World Airlines July 1989 - January 1993
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Financial Risk, Accounting, Auditing, Account Reconciliation, GAAP, Financial Accounting, Financial Analysis, Sarbanes-Oxley, US GAAP, Fixed Assets, SEC filings, Financial Reporting
Education
Kansas State University 1985 — 1989
Bachelor of Science, Accounting
6 Degrees Health, Inc. May 2012 - Present
INTERLINK Health Services February 2005 - May 2012
VanTrease and Ray 2004 - 2005
KPMG September 2001 - January 2004
Arthur Andersen LLP 2001 - 2002
Educational Service District 112 1995 - 1997
North Pacific 1994 - 1995
Skills
Managed Care, Contract Negotiation, Strategic Planning, Provider Relations, Network Development, Healthcare, Transplant, Benefits Design, Benefits Administration, Contract Management, Leadership, Healthcare Management, Healthcare Information..., Hospitals, Medicare, HIPAA, Healthcare Consulting, Health Insurance, Health Policy, Insurance, Physicians, Healthcare Industry, Employee Benefits, PPO, HMO, Physician Relations, Revenue Cycle, Utilization Management, Credentialing
Education
Lewis & Clark Law School 1998 — 2001
Doctor of Law (JD)
Heeschen & Associates Director of TaxSGHJune 2004 - January 2007
WTAS July 2002 - May 2004
Arthur Andersen, LLP August 1999 - July 2002
Deloitte & Touche August 1997 - July 1999
Education
Loyola Law School, Los Angeles 1994 — 1997
University of California, Riverside 1990 — 1994
BS, Business Administration
HealthFitness September 2013 - Present
Health Care Service Corporation June 2011 - September 2013
Health Care Service Corporation April 2010 - June 2011
Dearborn National (subsidiary of HCSC) August 2007 - April 2010
Dearborn National (subsidiary of HCSC) May 2002 - August 2007
Arthur Andersen LLP May 1997 - May 2002
Skills
Financial Reporting, Financial Analysis, Accounting, Strategic Financial..., Valuation, Insurance, Employee Benefits, Auditing, Sarbanes-Oxley, CPA, Managerial Finance, Investments, Management, Change Management, Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Leadership, Financial Services, Treasury
Education
Lake Forest Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Northern Illinois University 1993 — 1997
B.S., Accountancy
Altar Bridal January 2010 - Present
Deloitte August 2006 - October 2012
Marks, Nelson, Vohland, Campbell & Radetic November 2004 - August 2006
Cerner Corporation November 2002 - November 2004
Arthur Andersen LLP 1999 - 2000
Skills
Tax, Compliance, Retail, Tax Returns, Accounting, Business Planning, Financial Reporting, Tax Preparation
Education
Kansas State University 1994 — 1999
Masters, Accounting - Tax
Morton Salt June 2014 - Present
Juno Lighting Group by Schneider Electric 2008 - 2013
Juno Lighting Group by Schneider Electric January 2007 - December 2008
Chef Solutions January 2003 - January 2007
American Auto Guardian, Inc 2002 - 2003
IT Associates 2001 - 2002
Arthur Andersen, LLP 1998 - 2001
Skills
Analysis, Management, Strategy, Business Planning, Team Building, Pricing, Visio, Product Development, Auditing, General Accounting, Financial Analysis, Corporate Finance, Manufacturing, Salesforce.com, Sales Reporting and..., Staff Development, Staff Management, Training, Process Improvement, Budgets, Forecasting, Accounting, Leadership, Cross-functional Team..., SAP, ERP
Education
Keller Graduate School of Management of DeVry University
MAFM, Master of Accounting and Financial Management
North Central College
BA, Business Management
LSRB Consulting LLC August 2007 - Present
Protiviti Inc. 2004 - 2007
Share Our Strength 2002 - 2004
Arthur Andersen Business Consulting August 1998 - August 2002
Arthur Andersen LLP December 1994 - August 1998
Skills
Strategic Planning, Interim and Outsourced..., Financial Modeling, Financial Management..., Nonprofit Finance and..., Nonprofit Financial..., Nonprofit Audit Prep..., Nonprofit Governance, Cost Management, Program Management, Managerial Finance, Budgets, Financial Reporting, Management, Professional..., Association Financial..., Finance Function..., Finance Function..., Finance Function..., Audit Prep, Project Management, Accounting Operations, Executive Management, Business Process..., Sarbanes-Oxley Act, Auditing, Finance, Accounting, Programme Governance, Financial Risk, CFOs, Nonprofits, Enterprise Risk..., Internal Audit, Leadership, Governance, Management Consulting, Business Planning, Internal Controls
Education
University of Wisconsin-Oshkosh 1993 — 1995
Bachelor of Business Administration (BBA), Accounting
Louisiana State University 1990 — 1992
Accounting
The Coca-Cola Company February 2015 - Present
The Coca-Cola Company January 2011 - February 2015
The Coca-Cola Company August 1998 - January 2011
Six Flags Houston 1995 - 1998
Arthur Andersen, LLP September 1992 - June 1995
Education
Louisiana Tech University 1988 — 1992
Bachelor of Science, Accounting
GC Services September 2010 - Present
Stanford Group Company October 2006 - August 2010
BDO Seidman 2001 - 2006
Arthur Andersen LLP 1995 - 2001
Skills
Accounting, CPA, Sarbanes-Oxley Act, Auditing, Financial Reporting, GAAP, General Ledger, Financial Analysis, Internal Controls, US GAAP, Accounts Payable, Internal Audit, SEC filings, Assurance
Education
Louisiana State University and Agricultural and Mechanical College 1991 — 1995
Bachelor of Science (BS), Accounting
TD Bank October 2013 - Present
Green Tree Servicing (fka GMAC Residential) August 2011 - October 2013
SolomonEdwardsGroup LLC April 2011 - August 2011
Home Ownership Advantage Solutions LLC 2009 - 2010
GMAC ResCap 2003 - 2007
CooperNeff 2000 - 2003
ContiMortgage 1997 - 2000
Arthur Andersen LLP 1993 - 1997
Skills
Internal Audit, Risk Management, Data Privacy, Sarbanes-Oxley Act, Auditing, Risk Assessment, Financial Risk, Enterprise Risk..., Banking, Due Diligence, Operational Risk..., Financial Audits, Analysis, Internal Controls, Finance, Management
Education
Lehigh University 1990 — 1993
MBA, Business Administration
Lehigh University 1983 — 1987
BA, International Relations
Business Valuation Group, Inc. PrincipalBusiness Valuation Group, Inc.1999 - Present
Arthur Andersen LLP 1985 - 1989
Skills
Real Estate, Small Business
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Lawrence University 1975 — 1979
BA, Economics & Mathematics
Ronald Blue & Co. January 2001 - Present
Arthur Andersen LLP September 1998 - January 2001
Skills
Investments, Budgets, Tax, Retirement Planning, Microsoft Excel, Wealth Management, Accounting, Microsoft Office, Estate Planning, Comprehensive Planning, Strategic Financial..., Helping Clients Succeed, Philanthropy, Business Planning
Education
Kansas State University
Master's degree, Family Financial Planning
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Accounting
Blackland Prairie PTA 2006 - Present
Blackland Prairie Elementary PTA 2010 - 2012
Bratton Glen HOA 2002 - 2004
Arthur Andersen, LLP 1998 - 2000
Bank One 1996 - 1998
Medallion Hotels (Hilton) 1992 - 1996
Skills
Employee Relations, Compliance, Policy, Employment Law, Administration, HRIS, Hiring
Education
Kansas State University 1989 — 1992
Grant Thornton LLP August 2014 - Present
St. Cecilia School August 2007 - August 2014
Drum Cussac June 2004 - August 2014
Arthur Andersen LLP August 1988 - October 2000
Skills
Microsoft Dynamics, Accounting, Auditing, Financial Reporting
Education
Lamar University
Blackbaud, Inc 2005 - Present
Blackbaud 2003 - 2005
Khameleon Software 2001 - 2003
Arthur Andersen LLP 1999 - 2001
Richardson and Ellison, CPAs, 1997 - 1999
Rooney, Plotkin & Willey, CPAs, 1995 - 1997
Skills
CRM, Management, Leadership, Integration, Business Process, Business Development, Professional Services, Consulting, Pre-sales, Salesforce.com, SaaS, Program Management, Business Analysis, Sales, Accounting, Project Management, Budgeting, Forecasting, Productivity, Resource Optimization, Leveraging Authority, Driving Utilization, Interpersonal, Collaboration, Decision Making, Problem Solving, Supervision, Relationship Building
Education
College of the Holy Cross
Bachelor of Arts, Economics and Accounting
Liberty University
Master’s Degree, Pastoral Studies/Counseling
University of Florida - Warrington College Of Business
Master of Accounting, Auditing
Southern California Edison October 2007 - Present
WTAS August 2005 - October 2007
Deloitte May 2002 - November 2004
Arthur Andersen LLP 1998 - 2002
Skills
Tax Research, Corporate Tax, Tax, Income Tax, Tax Law, Auditing, State and Local Tax
Education
Loyola Law School, Loyola Marymount University 1995 — 1998
JD
Swarthmore College 1990 — 1994
BA with Honors, Economics, Political Science
Fidelity Investments February 2007 - Present
JPMorgan Chase May 1997 - February 2007
Arthur Andersen LLP September 1994 - May 1997
Chemical Bank April 1989 - September 1994
Skills
Internal Controls, GAAP, Internal Audit, Finance, Accounting, Risk Management, Auditing, Budgets, Financial Risk, Managerial Finance, CPA, Financial Audits, Sarbanes-Oxley Act, Sarbanes-Oxley, Strategic Financial..., Management, Analysis
Education
Long Island University, C.W. Post Campus
MBA, International Finance
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Accounting
Philadelphia Park & Casino July 2008 - Present
Applied Tech Products February 2002 - June 2008
Corporate Interiors June 2000 - June 2001
PECO June 1999 - June 2000
Arthur Andersen LLP September 1993 - June 1999
Skills
Forecasting, Budgets, Accounting, Internal Controls, Auditing, Process Improvement
Education
La Salle University - School of Business Administration 1989 — 1993
BS, Accounting
PricewaterhouseCoopers October 1999 - Present
Arthur Andersen LLP September 1997 - September 1999
Grant Thornton LLP 1991 - 1994
Skills
Business Strategy, Forecasting, Marketing Strategy, International Marketing, Services Marketing, Competitive Intelligence, Market Research, Strategy, Marketing, Management Consulting, Competitive Analysis, Business Planning, Due Diligence, Marketing Management, Strategic Planning, Oil & Gas Industry, Energy Industry
Education
Rice University - Jesse H. Jones Graduate School of Management 1988 — 1990
Master of Business Administration (MBA), Marketing
Trinity University 1978 — 1982
Bachelor of Arts (B.A.), Business and Latin American Studies
NVR, Inc. October 2005 - Present
BearingPoint July 2002 - October 2005
Arthur Andersen, LLP 1995 - 2002
Skills
Project Management, Contract Negotiation, Contract Management, Program Management, Change Management, Strategic Planning, Budgets, Business Process..., Process Improvement, Procurement, MS Project, Management Consulting, Project Planning, Vendor Management
Education
Louisiana State University and Agricultural and Mechanical College 2001 — 2005
B.S., Quantitative Business Analysis
GamePlan Financial Marketing July 2004 - Present
BELLSOUTH CORPORATION January 2001 - July 2004
ALLCONNECT, INC June 2000 - January 2001
ARTHUR ANDERSEN, LLP July 1999 - June 2000
Crawford Communications, Inc June 1992 - July 1999
Education
Kennesaw State University 1989 — 1992
B.S., Accounting
Palm Consulting LLC January 2007 - Present
ICM Insurance Company June 2011 - December 2013
Robert Plan Corporation May 2001 - January 2007
Arthur Andersen LLP August 1992 - April 2001
American International Group 1990 - 1992
Great American Insurance 1974 - 1990
Prudential Property & Casualty Insurance Company 1972 - 1974
Skills
Property & Casualty..., Insurance, Underwriting, General Insurance, Risk Management, Commercial Insurance, Reinsurance, Casualty, Workers Compensation, Liability, Financial Analysis, Strategic Planning, Accounting, Internal Controls, Commercial Lines, Enterprise Risk..., Casualty Insurance, Actuarial Science, Actuarial Consulting
Education
University of Cincinnati 1981 — 1982
Executive MBA
Lehigh University 1968 — 1972
Bachelor of Arts (B.A.), Mathematics
Swiss Re Cost AccountantAmerican Italian Pasta CompanyJanuary 2005 - August 2007
Dayton Superior April 2002 - January 2005
Arthur Andersen, LLP August 1999 - April 2002
Education
Kansas State University 1994 — 1999
Point Park University July 2013 - Present
RIDC July 2012 - Present
August Wilson Center for African American Culture 2008 - Present
Ernst & Young May 2002 - Present
Rodman Street Missionary Baptist Church 2009 - 2013
Ernst & Young May 2002 - June 2010
Ernst & Young 2002 - June 2010
Arthur Andersen LLP 1994 - 2002
Andersen 1994 - 2002
Education
La Salle University 1990 — 1994
Bachelor of Science (B.S.), Accounting
Johnson & Johnson January 2015 - Present
Johnson & Johnson October 2013 - January 2015
Johnson & Johnson February 1997 - October 2013
Arthur Andersen LLP 1992 - 1997
Education
Villanova University 2000 — 2004
Master of Business Administration (MBA), Business/Commerce, General
La Salle University 1989 — 1992
BS, Accounting
Arthur Andersen LLP 1996 - 2002
Skills
IT Strategy, CPA
Education
Stevens Institute of Technology
MS, Information Technology
Lehigh University
Bachelor of Science, Accounting
SEI November 2014 - Present
SEI May 2002 - November 2014
Arthur Andersen LLP September 1997 - May 2002
Skills
SEC filings, Financial Reporting, Fund Administration, US GAAP, Sarbanes-Oxley Act, Auditing, Hedge Funds, Fund Of Funds, Financial Statements, Mutual Funds, CPA
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Accounting
Lansdale Catholic High School 1989 — 1993
St. Stanislaus School
Onshore Partners Inc. April 2013 - Present
Column5 Consulting July 2009 - March 2013
Akili January 2008 - June 2009
Countrywide April 2002 - September 2007
Arthur Andersen LLP February 2000 - April 2002
Skills
Business Intelligence, Business Objects, Business Analytics, Business Analysis, Hyperion Enterprise, Data Warehousing, Business Process..., Forecasting, Business Process, Essbase, ETL, Consolidation, SAP, Process Improvement, Outlooksoft, Requirements Analysis, EPM, Microsoft SQL Server, Management, Analytics, SAP Netweaver, SAP BI, Data Modeling, SAP BW, Consulting, Pre-sales, Financial Analysis, Financial Reporting, Solution Architecture, Management Consulting, Business Planning, Solution Selling, Requirements Gathering, Project Management, SAP BPC, SAP ERP, SSIS
Education
Texas Tech University - Rawls College of Business 1996 — 1998
Finance, Real Estate
Louisiana State University 1994 — 1996
Keithley Instruments Manager of Financial ReportingSTERIS2000 - 2002
Arthur Andersen LLP 1995 - 2001
Education
John Carroll University 1991 — 1995
BSBA, Accounting
Lindenwood University April 2015 - Present
Lindenwood University October 2013 - March 2015
Rock-Tenn Company August 2008 - October 2013
Rock-Tenn Company (and Predecessor Companies) October 2007 - August 2008
Rock-Tenn Company (and Predecessor Companies) June 2004 - September 2007
Wolfe Nilges Nahorski PC September 2003 - June 2004
Abeles & Hoffman, P.C. January 2002 - March 2003
Mirant October 2001 - December 2001
Arthur Andersen LLP February 2001 - October 2001
Dixon Hughes Goodman LLP (and Predecessor Companies) July 1997 - February 2001
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Financial Audits, Auditing, SAP R/3, SAP BW, ACL, GAAP, SAP, Variance Analysis, Financial Statements, Accounting, JD Edwards, Hyperion Enterprise, External Audit, Forecasting, Due Diligence
Education
Lindenwood University 2014 — 2016
Master of Business Administration (MBA)
Oakland City University 1991 — 1995
Bachelor of Science (BS), Accounting
International Raw Materials Ltd. April 2012 - Present
Rhoads Industries November 2008 - April 2012
Advertising Specialty Institute January 2005 - October 2008
Right Management 2001 - 2004
Arthur Andersen, LLP 1999 - 2001
Skills
Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Budgeting, Process Improvement, Consolidation, Forecasting, Financial Accounting, Internal Controls, Business Analysis, Business Process..., Cash Flow, Cash Management, Sarbanes-Oxley Act, Revenue Recognition, Account Reconciliation, Microsoft Word, General Ledger, GAAP, Internal Audit, Budgets, Management, Managerial Finance, Access, Variance Analysis, Finance, Auditing, Microsoft Excel, Financial Statements, US GAAP, Strategic Financial..., Cost Accounting
Education
La Salle University 1994 — 1999
Bachelor of Science in Business Administration, Accounting
The Eroen Law Firm June 2003 - Present
Arthur Andersen, LLP April 1994 - June 1997
Skills
Probate, Trust, Estate Planning, Tax Law, Trusts, CPA, Litigation
Education
Loyola Law School, Loyola Marymount University 1990 — 1993
Doctor of Law (J.D.), Law
University of Colorado at Boulder 1980 — 1984
Bachelor of Science (BS), Accounting
Vail Resorts August 2014 - Present
Einstein Noah Restaurant Group, Inc. October 2013 - August 2014
SSB Consulting Group August 2012 - October 2013
Einstein Noah Restaurant Group, Inc. April 2011 - August 2012
Einstein Noah Restaurant Group, Inc. December 2009 - April 2011
Einstein Noah Restaurant Group Inc. December 2007 - December 2009
Protiviti January 2006 - December 2007
Protiviti July 2003 - January 2006
Protiviti May 2002 - July 2003
Arthur Andersen LLP September 2001 - May 2002
Skills
Internal Audit, IT Audit, Financial Modeling, Sarbanes-Oxley Act, Process Improvement, Financial Analysis, Business Process..., Management Consulting, Forecasting, Budgets, Business Analysis, Internal Controls, Finance, Auditing, Risk Management, Business Process, Accounting, Leadership, Enterprise Risk..., ERP, Financial Reporting, Strategic Planning, Change Management, Vendor Management
Education
Kansas State University 1996 — 2001
BS, Accounting and MIS
BlackLine Systems October 2014 - Present
Herbalife August 2013 - September 2014
Playboy Plus Entertainment, Inc. June 2011 - August 2013
Watts Health Foundation, Inc. and Watts Health Charities, Inc. 2007 - 2011
Gemstar-TV Guide 2005 - 2007
Disney Consumer Products 2003 - 2005
Assante Sports and Entertainment 2002 - 2003
Saint John's Health Center 1999 - 2002
Tenet Healthcare 1993 - 1998
Arthur Andersen, LLP 1989 - 1993
Skills
Finance, Financial Modeling, Mergers, Accounting, ERP, Analysis, SAP, Internal Controls, GAAP, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Process Improvement, Forecasting, PeopleSoft, Month End Close, Change Management, Consolidated Financial..., Variance Analysis, Business Planning, Due Diligence, Managerial Finance, Auditing, Management, Mergers & Acquisitions, Cost Accounting, Cash Flow, Restructuring, SEC filings, CPA, US GAAP, General Ledger, Consolidation, Great Plains Software, Internal Audit, Payroll, Accounts Payable, Accounts Receivable, Tax, Cash Management, Revenue Recognition, QuickBooks, Hyperion Enterprise, Account Reconciliation, Sarbanes-Oxley, Fixed Assets, Strategic Financial..., Budgets, Consulting, Financial Accounting
Education
Loyola Marymount University 1986 — 1989
Bachelor of Science, Accounting
Strategic Value Group, LLC July 2004 - Present
Sinaiko Healthcare Consulting, Inc. July 2004 - June 2010
Kroll, Inc. July 2002 - July 2004
Arthur Andersen LLP September 1993 - June 2002
Skills
Valuation, Financial Reporting, Financial Modeling, Business Valuation, Management Consulting, Mergers & Acquisitions, Financial Analysis, Start-ups, Strategy, Healthcare, Due Diligence, Strategic Planning, Business Strategy, Venture Capital, Corporate Development, Accounting, Private Equity, Corporate Finance
Education
San Diego State University-California State University 1991 — 1992
MBA, Finance, Real Estate
Lewis and Clark College 1984 — 1988
B.S., Liberal Arts
Glencoe High School
Green Brick Partners Inc. February 2011 - Present
K Hovnanian Enterprises December 2004 - February 2011
Ernst & Young, LLP August 2003 - December 2004
Centex Corporation January 2003 - August 2003
Union Industrial Gas Group May 2002 - January 2003
Arthur Andersen LLP December 1998 - May 2002
Louisiana Tech University May 1997 - November 1998
Louisiana Tech University Auxiliary Services and Housing May 1996 - August 1996
Skills
Financial Reporting, Auditing, Internal Controls, Forecasting, Internal Audit, GAAP, Due Diligence, Budgets, Mergers, Variance Analysis, Analysis, External Audit
Education
Louisiana Tech University 1993 — 1998
M.B.A, Accounting, Marketing
Cedar Creek High School 1989 — 1993
Hornbeck Offshore January 2001 - Present
RBC Dominion Securities August 1999 - January 2001
Jefferies & Company June 1997 - August 1999
Arthur Andersen LLP July 1982 - June 1997
Education
Louisiana State University 1978 — 1982
B.S., Accounting
Baton Rouge High School 1974 — 1978
Diploma
Cisco June 2015 - Present
RTI International March 2012 - February 2015
Easter Seals UCP North Carolina & Virginia September 2009 - June 2010
Brenntag Latin America May 2002 - August 2009
Arthur Andersen LLP September 1999 - May 2002
Skills
Analysis, Forecasting, Finance, Financial Modeling, Budgets, Strategy, Process Improvement, Leadership, Mergers & Acquisitions, Management, Business Strategy, Strategic Financial..., Variance Analysis, Valuation, Financial Risk, Consulting, Corporate FP&A, Nonprofits, Spanish, German, French, SQL, Microsoft Excel, Access
Education
Louisiana State University 1994 — 1999
BS, International Trade and Finance
Louisiana State University 1994 — 1999
BA, German
Shaker Heights High School
Ernst & Young September 2012 - Present
Convergent Consulting, LLC August 2009 - September 2012
Deloitte Tax LLP April 2003 - February 2009
KPMG LLP May 2002 - March 2003
Arthur Andersen LLP September 2000 - May 2002
Skills
Tax, Accounting, Tax Compliance, Sales Tax, Use Tax, Consulting, Tax Audit, Tax Research, Tax Services, Due Dilligence, Tax Law, State Taxation, Indirect Taxation, Problem Solving, Business Process..., CPA
Education
Kansas State University 1998 — 2000
B.S. in Business, Accounting
Barclays Capital April 2009 - Present
Deutsche Asset Management March 2006 - February 2009
Deutsche Bank April 2002 - March 2006
Global Crossing October 2000 - March 2002
Arthur Andersen LLP September 1998 - October 2000
Skills
Capital Markets, Hedge Funds, Financial Modeling, Valuation, Equities, Mergers & Acquisitions, Derivatives, Alternative Investments, Private Equity, Investment Banking, Equity Research
Education
Lehigh University - College of Business and Economics 1994 — 1998
Bachelor of Science, Accounting
Tenet Healthcare December 2012 - Present
Cornerstone Healthcare Group April 2012 - October 2012
KPMG LLP August 2002 - November 2011
Arthur Andersen LLP 1994 - 2002
Skills
GAAP, Internal Controls, SEC filings, Financial Reporting, Accounting, US GAAP, Auditing, Sarbanes-Oxley Act, CPA, Financial Accounting, Financial Analysis, Sarbanes-Oxley, Internal Audit, Consolidation, Revenue Recognition, Tax Accounting, SEC Filings
Education
Louisiana State University 1990 — 1994
BS, Business Administration - Accounting
Toyota Financial Services January 2012 - Present
Manatt, Phelps & Phillips, LLP July 2009 - September 2010
Sempra Energy July 2005 - May 2009
Hill's Pet Nutrition June 2002 - June 2005
Enron Corporation April 1999 - December 2001
Arthur Andersen, LLP May 1996 - April 1999
Skills
Tax, Auditing, Tax Research, Accounting, Sales Tax, Tax Returns, Sales & Use Tax, Human Resources, Preparation, Vertex, Tax Accounting, Corporate Tax, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Forecasting, Process Improvement, Private Equity
Education
Keller Graduate School of Management of DeVry University 2010 — 2013
Master of Business Administration (MBA), General Management, 3.94
Morehouse College 1988 — 1992
B.A., Accounting
NBCUniversal, Inc. August 2011 - Present
Comcast January 2011 - August 2011
Comcast Cable 2005 - December 2010
Charming Shoppes May 2002 - May 2005
Arthur Andersen, LLP 1995 - May 2002
Education
King's College 1991 — 1995
B.S., Accounting
RBS Citizens October 2011 - Present
Wells Fargo Securities March 2009 - October 2011
Wachovia Securities July 2003 - February 2009
Masco Corporation September 2000 - November 2001
Arthur Andersen LLP September 1997 - August 2000
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance
Kettering University 1992 — 1997
BS, Accounting
E*TRADE Financial July 2010 - May 2015
BNP Paribas March 2010 - July 2010
Marsh & McLennan Companies October 2008 - October 2009
John Wiley and Sons March 2004 - October 2008
Prudential Financial May 2002 - March 2004
Arthur Andersen LLP February 2001 - April 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Variance Analysis, Forecasting, Internal Controls, Budgets, Finance, Analysis, Business Analysis, Financial Modeling
Education
Kean University
Bachelor of Science, Finance
Citi Fund Services October 2006 - Present
On Common Ground May 2014 - June 2015
KKRB Consulting October 2003 - November 2006
State Street November 2001 - October 2003
Arthur Andersen LLP April 1998 - September 2001
BISYS Fund Services September 1995 - April 1998
Merrill Lynch January 1994 - September 1995
Sanford C. Bernstein June 1988 - January 1994
Skills
Mutual Funds, Fund Administration, Policy and Procedure..., Process Improvement, Business Planning, Staffing Models, Performance Measurement, Software Implementation, Software Project..., Management Consulting, Operational Risk..., Quality Management, Finance, Portfolio Management
Education
Long Island University, C.W. Post Campus 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
TranSystems April 2012 - Present
TranSystems October 2011 - April 2012
TranSystems January 2010 - October 2011
KPMG LLP October 2007 - April 2009
KPMG LLP May 2002 - September 2007
Arthur Andersen LLP December 1994 - May 2002
Skills
Auditing, Sarbanes-Oxley Act, SEC filings, Internal Audit, Accounting, CPA, Finance, Sarbanes-Oxley, Financial Reporting, Analysis, US GAAP, Internal Controls, Cost Accounting, General Ledger, GAAP, Managerial Finance
Education
Kansas State University 1993 — 1994
Masters of Accountancy, Accounting
Kansas State University 1990 — 1993
BS in Business Administration, Accounting
Harley-Davidson Motor Company September 2012 - Present
Kohl's Department Stores August 2010 - May 2012
Kohl's Department Stores January 2004 - August 2010
Iowa Air National Guard September 1994 - May 2010
Kerry Ingredients, Inc July 2001 - January 2004
Arthur Andersen, LLP July 1999 - April 2001
United States Air Force September 1989 - August 1994
Skills
General Ledger, PeopleSoft, Accounting, Budget, Account Reconciliation, Expenses, Forecasting, Financial Analysis, Financial Reporting, Strategic Financial..., Income Statement, Microsoft Excel, Capital Budgeting, Financial Accounting, Auditing, Internal Controls, Analysis, Microsoft Word, Budgets, Finance, Project Planning, P&L, Management
Education
University of Northern Iowa 1994 — 1999
Bachelor of Science, Accounting
Kirkwood Community College
Andersen Tax July 2002 - Present
Arthur Andersen LLP 1980 - 2002
Skills
High Net Worth..., Tax, Estate Tax Planning, Tax Research, Business Valuation, Corporate Tax, Income Tax, International Tax, Tax Accounting, Private Equity, Tax Advisory, Estate Planning, Accounting, Tax Preparation, Valuation, Tax Law, Financial Modeling
Education
Loyola Law School, Loyola Marymount University 1977 — 1980
J.D.
University of California, Los Angeles 1973 — 1977
B.A., Economics
Deutsche Bank October 2012 - Present
Merrill Lynch May 2011 - October 2012
Merrill Lynch October 2009 - May 2011
Merrill Lynch 2005 - 2009
FTI Consulting 2001 - 2005
Arthur Andersen LLP 1998 - 2001
Skills
Municipal, Accounting, Audit, Derivatives, Due Diligence, Valuation, Bonds, Structured Products, Options, Financial Modeling, Forensic Accounting, Financial Analysis, Portfolio Management, Asset Management, Fraud, Corporate Finance
Education
Lehigh University 1994 — 1998
BS, Accounting
Keys
UNCG August 2007 - Present
UNCG 2013 - 2014
Nanjing University / Sinoway International Education June 2012 - May 2013
PwC February 2006 - July 2007
McGladrey November 1975 - August 2003
Arthur Andersen LLP June 1970 - November 1975
Skills
Higher Education, Teaching, Public Speaking, Research, Student Development, Accounting, Student Affairs, PowerPoint, Data Analysis, Nonprofits, Microsoft Office, Community Outreach, Auditing, Microsoft Excel, Program Development, Staff Development, Time Management, Financial Analysis
Education
Virginia Commonwealth University 2003 — 2007
Doctor of Philosophy (Ph.D.), Accounting and Business/Management
King's College 1966 — 1970
Bachelor of Science (B.S.), Accounting
Estee Lauder Companies January 2002 - Present
Estee Lauder Companies May 1995 - Present
Arthur Andersen LLP May 1986 - May 1995
Skills
Auditing, Cosmetics, Accounting, Fixed Assets, Business Planning, Finance, Skin Care, Strategy, Corporate Finance, Beauty Industry, Strategic Planning, Financial Reporting, Management Consulting
Education
Long Island University, C.W. Post Campus
Master's degree, Accounting
CIP Capital June 2010 - Present
Credit Suisse/DLJ Merchant Banking Partners March 2005 - June 2010
Rothschild 2000 - 2004
Arthur Andersen LLP July 1995 - November 2000
Education
Lehigh University - College of Business and Economics 1991 — 1995
BS, Accounting
Langley High School 1988 — 1991
Valentino Tax Services January 2014 - Present
Ernst & Young LLP July 2008 - February 2014
KPMG LLP April 2002 - June 2008
Arthur Andersen, LLP January 2001 - April 2002
Skills
Corporate Tax, Income Tax, Tax, Tax Accounting, Tax Research, High Net Worth..., Strategic Financial...
Education
La Salle University 1998 — 2002
Bachelor of Science Degree, Business Administration; Accounting and Finance
Penn State University 1997 — 1998
Sun Life Financial September 2014 - Present
TDC Medical: A Vention Medical Company 2014 - 2014
Boston Scientific August 2010 - 2013
Boston Scientific January 2007 - August 2010
Boston Scientific July 2004 - January 2007
Boston Scientific June 2001 - July 2004
Boston Scientific December 1996 - June 2001
Arthur Andersen LLP September 1990 - December 1996
Skills
Medical Devices, Forecasting, Capital Equipment, FDA, Process Improvement, Cross-functional Team..., Auditing, Financial Reporting, Business Process..., Human Resources, Leadership, Global P&L Management, Strategic Planning, Cost Reduction..., Leading Change, Finance System..., Global Teams, Vendor Management, Finance Transformation, CPA, 404 Compliance, Controls Assessment, Technical Accounting..., SEC Financial Reporting, Analysis, Budgets, Management, Accounting, Strategy, Outsourcing, Internal Controls, Change Management, Finance, Due Diligence
Education
Lafayette College 1986 — 1990
BA, Business and Econoomics
Kidder Mathews June 2014 - Present
Cascade Management, Inc January 2006 - June 2014
Leland Consulting Group October 2002 - April 2003
Arthur Andersen LLP 1998 - 2002
Columbia Consulting Group August 1996 - July 1998
Appraisal Group, Inc. March 1995 - August 1996
Skills
Real Estate, Property Management, Contract Negotiation, Apartments, Customer Service, Budgets, Microsoft Office, Negotiation, Strategic Planning, Public Speaking, Community Outreach, Marketing, Management, Property, Research, Community Development, Project Management, Affordable Housing, Leases, Analysis
Education
University of Vermont 1993 — 1995
Master of Science (M.S.), Historic Preservation and Conservation
Lewis and Clark College 1987 — 1991
BA, History, Political Economy
The Estée Lauder Companies Inc. July 2015 - Present
Financial Strategy Consultant January 2013 - June 2015
Olympus America Inc. (Olympus Corporation of the Americas) June 2002 - April 2012
Arthur Andersen LLP September 1993 - May 2002
Skills
Executive Management, Strategic Financial..., Contract Negotiation, Financial Risk..., Operations Management, Enterprise Risk..., Capital Markets, Managerial Finance, Strategy, Forecasting, Equipment Leasing, Commercial Financing, Medical Equipment, Consumer Products, Direct Marketing, Retail, Wholesale Distribution, Healthcare Finance, Industrial Products, Team Building, Team Leadership, Customer Experience, Customer Retention, Long-term Customer..., Customer Service, Business Strategy, Strategic Planning, Performance Improvement, Performance Management, Performance Measurement, Key Performance..., Business Process..., Operating Budgets, Capital Budgeting, Budgets, Internal Controls, Financial Reporting, Management, Analysis, Portfolio Management, Accounting, Financial Analysis, Auditing, Healthcare, Credit, Mergers & Acquisitions, Investments, Financial Modeling, SEC filings, Valuation
Education
Long Island University, C.W. Post Campus 1988 — 1992
B.S.
PartsSource May 2013 - Present
Myers Industries June 2011 - January 2013
Myers Industries December 1995 - June 2011
Arthur Andersen LLP August 1981 - December 1995
Skills
Accounting, SEC Financial Reporting, Mergers and Acquisitions, Corporate Governance..., Financial and..., Working Capital..., Budgeting, Staff Development, Budgets, Cost Accounting, SEC filings, General Ledger, Financial Reporting, Cash Flow, Finance, mergers and acquisitions, Financial Analysis, Auditing
Education
Kent State University
MBA, International Business
Kent State University
Bachelor of Business Administration (BBA)
Fletcher Asset December 2011 - Present
Mitchell & Titus, LLP December 2010 - July 2011
THE NYC Business Networking Group May 2008 - June 2010
ODGEN CAPITAL PROPERTIES; MELLON BANK - HBV FUND; BANK OF NEW YORK; MARSH USA; MEDIAEDGE:CIA; MORGA April 2003 - May 2008
Temporarily Yours Staffing June 2002 - January 2003
ARTHUR ANDERSEN LLP February 1998 - July 2001
CAREER EXPERIENCE October 1996 - February 1998
LEHMAN BROTHERS, INC March 1994 - October 1996
HERZOG, HEINE, GEDULD, INC May 1991 - March 1994
Skills
Administrative..., Microsoft Excel, Outlook, PowerPoint, Lotus Notes, Microsoft Word, Microsoft Office, Editing, Sales, Public Speaking, Employee Benefits, Recruiting, Spreadsheets, Calendars, Human Resources, PeopleSoft, Customer Service, Employee Relations, Access, Event Planning, Executive..., Accounting, Payroll, Accounts Payable, Invoicing
Education
Katherine Gibbs School 1995 — 1996
CERTIFICATION, Secretarial and Administration Sciences
Katharine Gibbs School, Inc. 1985 — 1996
Secretarial and Administration Sciences, Secretarial and Administration Sciences
Katharine Gibbs School, Inc.
AmeriLife Group, LLC September 2010 - Present
Christmas Toy Shop 2001 - 2011
United Insurance October 2008 - September 2010
DNAPrint Genomics, Inc. June 2005 - February 2008
Digital Fusion, Inc. 1995 - 2003
PowerCerv 1995 - 1998
Progress Energy Financial Services 1985 - 1995
Arthur Andersen LLP 1981 - 1984
Skills
General Ledger, SEC filings, GAAP, Accounting, US GAAP, Financial Modeling, Internal Audit, Insurance, Auditing, Financial Reporting, Financial Accounting, Finance, Sarbanes-Oxley Act, Internal Controls, CPA, Financial Analysis, Process Improvement, Mergers & Acquisitions, Strategic Financial...
Education
University of Tampa 1987 — 1992
MBA, Business
Kansas State University 1977 — 1981
BS, Accounting
Sweet Adelines International December 2013 - May 2014
Sweet Adelines International January 2013 - December 2013
Community Care College February 2010 - January 2013
Jill Deutscher, Virtual Assistant 2002 - 2005
Arthur Andersen LLP 1993 - 2002
Skills
Higher Education, Curriculum Design, Staff Development, Teaching, Event Planning, Adult Education, Student Recruiting, Student Affairs, Public Speaking, Microsoft Excel, Curriculum Development, Editing, Leadership, Career Counseling, Microsoft Office, Coaching, Academia, Higher Education..., Resume Writing, Admissions, Customer Service, Microsoft Word, Training, Leadership Development, Career Development, Enrollment Management, Campus, E-Learning, Retaining Customers, Student Financial Aid, Accreditation, Student Engagement
Education
Kansas State University 2011 — 2013
MS, Adult and Continuing Education
The University of Kansas 1989 — 1993
BS, Accounting and Business Administration
Metzbower, Watts & Hulting 1994 - Present
Campanella & Co. 1992 - 1994
Arthur Andersen LLP 1986 - 1992
Education
Saint Mary's Collge of Maryland 1976 — 1978
BA, Political Science
Lebanon Valley College
Lebanon Valley College
Transamerica August 1996 - Present
NORAND/Intermec Technologies October 1994 - August 1996
Arthur Andersen, LLP January 1993 - October 1994
Skills
Enterprise Risk..., Disaster Recovery, IT Audit, Business Continuity, IT Strategy, IT Management, Incident Management, IT Operations, Governance, Data Center, SDLC, Enterprise Architecture, IT Service Management, Service Management, Virtualization, Information Security, Risk Management, High Availability, Security, Vendor Management, Information Security..., Information Technology, Project Portfolio..., Business Continuity..., Service Delivery, Solution Architecture, Infrastructure, VMware
Education
Loras College 1989 — 1992
Computer Science, Mathematics, Accounting
Cameron LNG LLC November 2014 - Present
Nabors Corporate Services, Inc. March 2011 - November 2014
Nabors Well Services Ltd February 2007 - March 2011
Kellogg Brown & Root (KBR) June 2006 - February 2007
Direct Energy June 2004 - June 2006
Hines Interests January 2002 - June 2004
Enron Global Markets November 2000 - December 2001
Arthur Andersen, LLP May 2000 - October 2000
Koch Gateway Pipeline Company October 1998 - April 2000
Arthur Andersen, LLP September 1996 - October 1998
Skills
Financial Reporting, Financial Analysis, General Ledger, SEC filings, Forecasting, SAP, Accounting, Consolidation, Finance, Corporate Finance, Internal Controls, Analysis, Accounts Payable, Cash Flow, Auditing, GAAP, Cost Accounting, Variance Analysis, US GAAP, Account Reconciliation, Internal Audit, Process Improvement, Due Diligence
Education
Lamar University 1994 — 1995
BBA, Accounting
Texas A&M University 1986 — 1990
BBA, Finance
Deloitte Touche Tohmatsu Limited May 2014 - Present
Deloitte LLP August 2013 - April 2014
Deloitte Touche Tohmatsu Limited August 2002 - August 2013
Arthur Andersen LLP 1995 - August 2002
Arthur Andersen LLP January 1984 - 1995
The Boston Consulting Group 1981 - January 1984
Education
University of Chicago 1978 — 1981
Master of Arts (M.A.)
Knox College 1975 — 1978
Bachelor of Arts (B.A.)
PSEG July 2014 - Present
Public Service Enterprise Group April 2011 - July 2014
Exelon March 2004 - April 2011
Kroll Zolfo Cooper September 2001 - March 2004
Arthur Andersen LLP September 1998 - August 2001
Education
Kean University 1993 — 1997
BS, Accounting
Legacy Health September 2014 - Present
Samaritan Health Services October 2007 - September 2014
Corvallis Community Theatre January 2009 - December 2010
KPMG May 2002 - September 2007
Arthur Andersen LLP September 2000 - May 2002
Skills
Healthcare, Higher Education, CPA, MBA, CHFP, Accounting, US GAAP, Managerial Finance, Internal Controls, Financial Reporting, Financial Statements, Financial Accounting, Account Reconciliation, PeopleSoft, Meditech, Nonprofits
Education
University of Oregon 2009 — 2011
Masters, Business
Linfield College 1996 — 2000
BA, Accounting, Mathematics, Magna cum Laude
Mercer July 2011 - Present
CVS Caremark March 2009 - July 2011
CVS Caremark August 2003 - July 2011
Aronson, Fetridge & Weigle October 2001 - March 2002
Arthur Andersen, LLP October 2000 - October 2001
Aronson, Fetridge January 2000 - October 2000
Southern Illinois University (Legal Clinic) June 1998 - June 1998
Skills
Tax, Auditing, Management, Employee Benefits, Managed Care, Leadership, Medicare, Process Improvement, Strategic Planning, Team Building
Education
Southern Illinois University
Master of Business Administration, Business Administration
Southern Illinois University
Juris Doctor, Business Law
Langston University
Bachelor of Business Administration, Management
Cablevision 2001 - 2005
Arthur Andersen LLP 1996 - 2001
Skills
Financial Reporting, Budgeting, Forecasting, Financial Planning, Auditing, Budgets
Education
Long Island University 1993 — 1996
BS in Accounting, Accounting
Pace University 1992 — 1993
JEC Enterprises, LP June 1997 - Present
KPMG June 2002 - February 2003
Arthur Andersen LLP August 2000 - June 2002
Skills
Tax, Corporate Tax, Tax Accounting, Tax Preparation, Tax Returns, Financial Analysis, Financial Reporting, Tax Research, Due Diligence, Finance, Tax Law
Education
University of Denver Graduate Tax Program 1998 — 2000
Masters of Law Tax, Tax
University of Denver - Sturm College of Law 1997 — 2000
JD LLM, Law Tax
Kansas State University 1992 — 1996
Dual Degree Bachelor of Science (B.S.), Accounting, Finance
Kansas State University
Bachelor's degree, Accounting and Finance
IFMI, Inc January 2004 - Present
KPMG 2002 - 2004
Arthur Andersen LLP October 2000 - May 2002
Skills
SEC filings
Education
La Salle University
Bachelor of Science, Accounting
Deloitte June 2003 - Present
Arthur Andersen LLP December 1992 - August 2002
Skills
Customer Service, Accounting, Management, Analysis, Business Analysis, Financial Reporting, Microsoft Office, Project Management, Bilingual in English...
Education
Los Angeles Valley College
Accounting and Computer Science
United College of Business
Secretarial Studies
ANKOR Energy LLC July 2008 - Present
Supreme Court of Louisiana April 1998 - July 2008
Louisiana Legislative Auditor April 1995 - April 1998
Arthur Andersen LLP 1994 - 1994
University of New Orleans - Student 1992 - 1994
Mobil Oil Corporation May 1979 - 1992
Skills
Petroleum Engineering, Reservoir Engineering, Production Engineering, Field Development, Well Testing, Reservoir Management, Stimulation, Aries, Pressure Transient..., MBAL, Nodal Analysis, Offshore Oil & Gas, Onshore Oil & Gas, Onshore, Energy Industry, Completion, Workover, Energy, Completions, Pressure, Oil/Gas, Product Optimization, Reserves, Formation Evaluation, Offshore Operations, Cement, Wireline, Pumps, Well Control, Pipelines, Oil & Gas Industry, Oilfield, Tubing
Education
University of New Orleans 1992 — 1994
Licensed LA Certified Public Accountant, Accounting, 3.7/4.0
Louisiana Tech University 1975 — 1979
Bachelor's degree, Petroleum Engineering, Magna Cum Laude 3.6/4.0
Confidential Company May 2012 - Present
Associated Materials May 2003 - March 2012
Grant Thornton LLP June 2002 - June 2003
ARTHUR ANDERSEN LLP December 1998 - June 2002
Skills
Signifcant M&A..., Budgeting and Modeling, Private Equity, Big 4, SEC filings, Accounting, Budgets, Strategic Financial..., Financial Analysis, Analysis, Auditing, Consolidation, Due Diligence, Finance, Financial Audits, Managerial Finance, Mergers, Financial Planning, Financial Reporting, Internal Audit, SEC Filings
Education
Kent State University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Accounting
Kent State University
Bachelor of Business Administration, Accounting
Honors College and College of Business Scholarships
Webroot July 2013 - Present
Molson Coors Brewing Company April 2012 - Present
Molson Coors Brewing Company January 2011 - April 2012
Molson Coors Brewing Company December 2008 - December 2010
Ernst & Young October 2006 - December 2008
Deloitte Tax November 2003 - October 2006
Benham J. Sims III, Attorney-at-Law May 2000 - July 2002
Arthur Andersen LLP May 2001 - December 2001
H+M Company January 1999 - July 1999
Skills
Treasury, International Tax, Mergers & Acquisitions, Tax, Finance, Strategic Planning, Corporate Finance, Strategic Financial..., Budget Setting, Management, Strategy, Due Diligence, Budgets, Forecasting
Education
University of Denver 2002 — 2003
Master of Laws (LL.M.), Taxation
Louis D. Brandeis School of Law at the University of Louisville 1999 — 2002
Juris Doctor, Law
University of Kansas 1993 — 1998
Bachelor of Science, Accounting and Business Administration
Priority Energy Services, LLC December 2014 - Present
Goux Properties March 2010 - November 2014
Donna Marshall, CPA May 2002 - April 2004
Matrix Oil & Gas November 1998 - June 2001
Arthur Andersen, LLP December 1994 - November 1998
Skills
Intercompany Accounts, Account Reconciliation, Variance Analysis, Auditing, Accounts Payable, Accounts Receivable, Bank Reconciliation, Financial Reporting
Education
University of New Orleans 1989 — 1994
Bachelor of Science (B.S.), Accounting
Louisiana State University 1988 — 1989
Florida East Coast Industries February 2004 - September 2008
Allied Holdings October 1994 - February 2004
Arthur Andersen LLP July 1986 - October 1994
Education
Lehigh University 1982 — 1986
Bachelor's degree, Accounting
The Westminster Schools 1977 — 1982