Atkinson & Co., Ltd

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Atkinson & Co., Ltd Employees

Employee
Years
Job
Industry
Bobbi Kay Nelson Bobbi Kay Nelson Albuquerque, New Mexico Area Details
Bobbi Kay Nelson's Atkinson & Co., Ltd Experience September 2015 - Present
Job Tax Specialty Group Practice Leader at Atkinson & Co., Ltd
Industry Accounting
Experience
Atkinson & Co., Ltd   September 2015 - Present
REDW  July 2013 - August 2015
Moss Adams LLP  January 2006 - July 2013
Neff + Ricci LLP   January 2000 - December 2005
McCrary & Associates   1988 - 1990

Skills
Accounting, CPA, Property Tax, Tax Returns, GAAP, Tax, Mergers & Acquisitions, General Ledger, Auditing, Cash Flow, Cost Segregation, Sarbanes-Oxley Act, Financial Statements, Financial Accounting, SEC filings, Assurance, Internal Controls, US GAAP, Budgets, Sales & Use Tax, Consulting, Financial Reporting, Income Tax, Corporate Tax, Internal Audit, Tax Accounting, Partnership Taxation, QuickBooks, Tax Preparation, Account Reconciliation, International Tax, Revenue Recognition, Financial Analysis, External Audit, Small Business, Due Diligence, Tax Research, Forensic Accounting, Tax Advisory, Fixed Assets, Strategic Planning

Education
The University of New Mexico - Robert O. Anderson School of Management   1983 — 1987
BBA, Accounting

Highland High School

Ben Balkcom, CPA Ben Balkcom, CPA Albuquerque, New Mexico Details
Ben Balkcom, CPA's Atkinson & Co., Ltd Experience July 2015 - Present
Job Senior Accountant at Atkinson & Co., Ltd
Industry Accounting
Experience
Atkinson & Co., Ltd   July 2015 - Present
Atkinson & Co., Ltd   January 2014 - July 2015
Vitality Works Inc.   October 2013 - December 2013
New Mexico Taxation & Revenue- Tax Fraud Investigation Division   February 2013 - June 2013
Starbucks  September 2010 - January 2013
Balkcom, Pearsall & Parrish CPAs, P.A.   January 2012 - October 2012

Skills
Accounting, Accounts Receivable, Customer Service, Microsoft Excel, Critical Thinking, Tax Preparation, Group Projects, Problem Solving, Tax, Tax Returns

Education
The University of New Mexico - Robert O. Anderson School of Management   2013 — 2014
Master of Accounting, Taxation

The University of New Mexico   2008 — 2012
Bachelor of Business Administration (BBA), Accounting

Monte del Sol Charter School   2004 — 2008

Salim Shakir, CPA, MBA Salim Shakir, CPA, MBA Albuquerque, New Mexico Area Details
Salim Shakir, CPA, MBA's Atkinson & Co., Ltd Experience October 2012 - Present
Job Senior Accountant, Audit Department at Atkinson & Co., Ltd
Industry Accounting
Experience
Atkinson & Co., Ltd   October 2012 - Present
Accounting Principals  June 2011 - October 2012
UNM Anderson School of Management  August 2010 - May 2012
UNM Anderson School of Management  January 2011 - July 2011
Adla Southwest Marketing Mail Order Company   January 2005 - April 2007

Education
The University of New Mexico - Robert O. Anderson School of Management   2010 — 2011
Master of Business Administration (MBA), Accounting, 3.9

The University of New Mexico - Robert O. Anderson School of Management   2006 — 2010
BBA with dual concentration in Accounting/Finance, Accounting, 3.88

La Cueva High School   2002 — 2006

Morgan Browning Morgan Browning Albuquerque, New Mexico Area Details
Morgan Browning's Atkinson & Co., Ltd Experience June 2007 - October 2011
Job CPA, CGFM
Industry Accounting
Experience
Atkinson & Co., Ltd   June 2007 - October 2011
Dixon-Hughes PLLC  July 2005 - May 2007
U.S. Army Infantry   July 1997 - June 2001

Skills
Government Accounting, Auditing

Education
The University of New Mexico - Robert O. Anderson School of Management   2001 — 2005
BBA, Accounting

Audra Jones Audra Jones Albuquerque, New Mexico Details
Audra Jones's Atkinson & Co., Ltd Experience July 2012 - July 2013
Job CPA, Tax Manager
Industry Accounting
Experience
Prudential New Mexico Properties   September 2013 - Present
Evolve Accounting & CPAs, LLC   July 2013 - Present
University of New Mexico  January 2013 - Present
Atkinson & Co., Ltd   July 2012 - July 2013
Findell & Co., PC   January 2012 - April 2012
Decosimo Certified Public Accountants  July 2008 - July 2011
PricewaterhouseCoopers  January 2007 - July 2008
Veterans Administration  June 2004 - August 2004
Florida House of Representatives  March 2002 - March 2002
U.S. House of Representatives   January 2001 - June 2001

Skills
Trusts, Estate Law, Tax, Gifts, S Corporations, Corporate Tax, Tax Preparation, Income Tax, Accounting, Tax Accounting, Tax Returns, CPA, Real Estate, Partnership Taxation

Education
Florida Atlantic University   2007 — 2009
Masters, Taxation

Florida State University   2002 — 2006
B.S., Accounting

Patrick Cannady, CPA Patrick Cannady, CPA Albuquerque, New Mexico Area Details
Patrick Cannady, CPA's Atkinson & Co., Ltd Experience February 2012 - May 2013
Job Accountant, New Mexico Cancer Center
Industry Accounting
Experience
Sandia National Laboratories  July 2015 - Present
New Mexico Cancer Center/NMOHC  December 2014 - Present
Ultramain Systems, Inc.   May 2013 - December 2014
Atkinson & Co., Ltd   February 2012 - May 2013
Barraclough & Associates, P.C.   July 2010 - January 2012
Beasley, Mitchell and Co.   January 2010 - April 2010

Skills
CPA, Accounting, GAAP, US GAAP, General Ledger, QuickBooks, Auditing, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Financial Statements, Accounts Payable, Accounts Receivable, Cash Flow

Education
New Mexico State University   2004 — 2010
Bachelor's degree, Accountancy

Lee Baldwin Lee Baldwin Albuquerque, New Mexico Area Details
Lee Baldwin's Atkinson & Co., Ltd Experience February 2013 - April 2015
Job Audit Manager at Hinkle + Landers, PC
Industry Accounting
Experience
Hinkle + Landers, P.C.   April 2015 - Present
Atkinson & Co., Ltd   February 2013 - April 2015
State of New Mexico - Department of Workforce Solutions   April 2012 - February 2013
Griego Professional Services, LLC   May 2010 - April 2012
Arrowhead Center  January 2009 - December 2009
Beasley, Mitchell & Co, CPAs   2007 - 2008

Skills
Tax Preparation, Tax, CPA, Strategic Financial..., Analysis, Accounting, Internal Controls, Financial Reporting, Auditing, GAAP, Financial Analysis, Financial Accounting, Income Tax, Tax Returns, CGFM, General Ledger, US GAAP, Account Reconciliation, Government Accounting

Education
New Mexico State University   2008 — 2009
Masters, Accounting

New Mexico State University   2002 — 2007
Bachelors, Accounting

Becky Auge Becky Auge Los Lunas, New Mexico Details
Becky Auge's Atkinson & Co., Ltd Experience 2007 - 2011
Job Controller at Yearout Mechanical
Industry Executive Office
Experience
Yearout Mechanical   November 2011 - Present
Atkinson & Co., Ltd   2007 - 2011
D.W. Tower, Inc.   2001 - 2007

Skills
Construction, QuickBooks, Accounting, Accounts Payable, Microsoft Excel, Budgets, Accounts Receivable, Financial Reporting, Payroll, Microsoft Word, Financial Analysis, Microsoft Office, Outlook, Forecasting, Bookkeeping, Managerial Finance, PowerPoint, Invoicing, Internal Controls, Financial Accounting, Auditing

Education
The University of New Mexico   1990 — 1994
Bachelors of Business Administration, Accounting

Sarah Brack, CPA, CGFM, CGMA Sarah Brack, CPA, CGFM, CGMA Albuquerque, New Mexico Area Details
Sarah Brack, CPA, CGFM, CGMA's Atkinson & Co., Ltd Experience July 2013 - Present
Job Audit Manager at Atkinson & Co., Ltd
Industry Accounting
Experience
Atkinson & Co., Ltd   July 2013 - Present
AICPA  2012 - Present
Atkinson & Co., Ltd   October 2011 - July 2013
AICPA  October 2010 - July 2012
Burt & Company CPAs, LLC   January 2010 - October 2011
Burt & Company CPAs, LLC   February 2006 - January 2010
Stephen A. Avery, CPA   January 2005 - February 2006

Skills
Auditing, Accounting, Cost Accounting, Information Technology, Government Accounting, Financial Statements, Financial Statement..., Certified Government..., Local Government, Construction Accounting, Audits of Employee..., Compilation Of..., QuickBooks, Tax, Corporate Tax, Peachtree, CPA, Internal Audit, Internal Controls, GAAP, Financial Analysis, Financial Accounting, Financial Reporting

Education
The University of New Mexico - Robert O. Anderson School of Management   2005 — 2007
MACCT, Accounting

Tulane University - A.B. Freeman School of Business   2001 — 2004
BS Management, Accounting, Economics

Dean Willingham, CPA, CCIFP, CGMA Dean Willingham, CPA, CCIFP, CGMA Albuquerque, New Mexico Details
Dean Willingham, CPA, CCIFP, CGMA's Atkinson & Co., Ltd Experience January 1998 - November 2013
Job Principal at REDW, LLC
Industry Accounting
Experience
REDW, LLC  December 2013 - Present
Atkinson & Co.   January 1998 - November 2013
Atkinson & Co., Ltd   January 1998 - November 2013
Contractors' Marble and Glass, Inc.   October 1994 - December 1997

Skills
Construction, Accounting, Start-ups, CPA, Corporate Tax, GAAP, Income Tax, Tax Preparation, Internal Controls, Tax, Financial Reporting, US GAAP, Tax Returns, Tax Accounting, Financial Accounting, Employee Benefits, Payroll, Auditing, Subcontracting, Tax Research, Contract Negotiation, Management Consulting, Financial Analysis, Budgets, QuickBooks, VAT, General Ledger, New Business Development, Small Business, Cost Accounting

Education
New Mexico State University   1985 — 1990
BBA

The University of New Mexico

Clarke Cagle, CPA, CCIFP, CGFM Clarke Cagle, CPA, CCIFP, CGFM Albuquerque, New Mexico Area Details
Clarke Cagle, CPA, CCIFP, CGFM's Atkinson & Co., Ltd Experience July 2009 - Present
Job Audit Shareholder at Atkinson & Co., Ltd
Industry Accounting
Experience
Atkinson & Co., Ltd   July 2009 - Present
Moss Adams LLP  August 1995 - July 2009

Skills
Construction Accounting, Real Estate Investment, Management Consulting, Financial Statement..., Succession Planning, Accounting, CPA, Auditing, Financial Reporting, GAAP, Internal Controls, Income Tax, Tax Preparation, Tax, Corporate Tax, Financial Accounting, Financial Analysis, Internal Audit, QuickBooks, General Ledger, Tax Returns, Tax Accounting, US GAAP, Strategic Financial..., Bookkeeping, SEC filings, Forensic Accounting, Partnership Taxation, Tax Research, Cash Management, Fixed Assets, Investment Properties, Small Business, Revenue Recognition, Sarbanes-Oxley Act, Managerial Finance, S Corporations, Financial Statements, Finance, Cost Accounting, Financial Audits, External Audit, Cash Flow, Cash Flow Forecasting, Sales Tax, Assurance, Account Reconciliation, Accounts Payable, Accounts Receivable, Variance Analysis

Education
Ouachita Baptist University   1986 — 1989
B.A., Accounting and Business Administration

Paul Chamness Paul Chamness Orange County, California Area Details
Paul Chamness's Atkinson & Co., Ltd Experience 1992 - 1995
Job Senior Director, Accounting at Smile Brands Inc.
Industry Health, Wellness and Fitness
Experience
Smile Brands Inc.  2011 - Present
Irvine Company  1999 - 2011
New Mexico Student Loans  1995 - 1999
Atkinson & Co., Ltd   1992 - 1995
Barraclough & Associates PC   1991 - 1992
Deloitte & Touche  1989 - 1991

Skills
Continuous Improvement, Financial Reporting, SAP, GAAP, Financial Analysis, Payroll, Negotiation, Accounting, Managerial Finance, Analysis, Finance, Variance Analysis, Consolidation, Integration, Inventory Management, Auditing, Customer Service, Process Improvement, Change Management, US GAAP, Operations Management, Hyperion Enterprise, Tax, Project Management, Financial Modeling, Microsoft Excel, Coaching, Budgets, Performance Management, Strategic Planning, Management, Cost Accounting, Internal Controls, Accounts Payable, Financial Accounting, Accounts Receivable, General Ledger, Forecasting, Business Planning, Risk Management, CPA, Microsoft Office, Corporate Finance, Fixed Assets, Revenue Recognition, Due Diligence, Mergers & Acquisitions, Financial Statements, Sarbanes-Oxley Act, Cash Flow

Education
California State Polytechnic University-Pomona
Business, Accounting

Gary Stepic Gary Stepic Rio Rancho, New Mexico Details
Gary Stepic's Atkinson & Co., Ltd Experience October 1981 - February 1983
Job Accountant at Jon Bell, CPA
Industry Accounting
Experience
Jon Bell, CPA   January 2014 - Present
Self-employed  2003 - Present
NM Coalition of Charter Schools   April 2012 - June 2013
R.D. Wright & Assoc., PC CPA   November 2010 - January 2012
University of New Mexico  April 2001 - June 2010
University of New Mexico  April 1996 - April 2001
Gary Stepic and Associates   February 1983 - April 1994
Atkinson & Co., Ltd   October 1981 - February 1983

Skills
Portraits, Event Photography, Photography

Education
The University of New Mexico   1975 — 1981
Bachelors of Business Administration, Accounting

Liz Avery Liz Avery Greater Denver Area Details
Liz Avery's Atkinson & Co., Ltd Experience 1990 - 1995
Job CFO at Christy Sports, LLC
Industry Retail
Experience
Christy Sports, L.L.C.   March 2011 - Present
Christy Sports, L.L.C.   November 2010 - March 2011
The Shane Company  May 2009 - October 2010
Coram Healthcare  December 2006 - May 2009
Big O Tires  1999 - 2006
Xcel Energy  1997 - 1999
Grant Thornton  1995 - 1997
Atkinson & Co., Ltd   1990 - 1995

Skills
Inventory Management, Budgets, Forecasting, Accounting, Retail, Financial Analysis, Accounts Receivable, Purchasing, Access, Microsoft Excel, Financial Reporting, Payroll, Sales, Customer Service, General Ledger, Finance, Auditing, Accounts Payable, Process Improvement, P&L, Sarbanes-Oxley Act

Education
The University of Chicago - Booth School of Business   2012 — 2012
Mergers and Acquisitions

The University of Chicago - Booth School of Business   2011 — 2011
Negotiation and Decision Making Strategies Program

University of Colorado at Denver   1999 — 2001
MS in Finance

The University of New Mexico - Robert O. Anderson School of Management   1985 — 1989
BBA, Accounting

Alvin McCray Alvin McCray Miami/Fort Lauderdale Area Details
Alvin McCray's Atkinson & Co., Ltd Experience 1988 - 2010
Job SWM Route Performance Coordinator and Operations Manager at Miami Dade Public Works and Waste Management
Industry Government Administration
Experience
Miami Dade Public Works and Waste Management   May 1985 - Present
Atkinson & Co., Ltd   1988 - 2010
Miami Dade Solid Waste Management   January 2005 - June 2007

Skills
Strategic Planning, Public Administration, Government, Analysis, Local Government, Policy, Nonprofits, Fundraising, Accounting, Construction, Public Speaking, Economic Development, Financial Reporting, Community Outreach, Management Consulting, Microsoft Excel, Contract Negotiation, System Administration, Customer Service, Event Planning, Budgets, Contract Management, Leadership, Project Planning, Management, Program Management, Administration, Strategy, Community Development

Education
Barry University   1997 — 1999
BS

Divan Coetzee Divan Coetzee Greater New York City Area Details
Divan Coetzee's Atkinson & Co., Ltd Experience May 2009 - May 2010
Job CPA
Industry Accounting
Experience
Ernst & Young  May 2010 - Present
Atkinson & Co., Ltd   May 2009 - May 2010

Skills
Financial Reporting, Financial Analysis, Accounting, US GAAP, Financial Accounting, Auditing, Internal Controls, GAAP, CPA, Tax

Education
The University of New Mexico   2003 — 2004
Master of Business Administration (MBA), Finance, General

The University of New Mexico   2001 — 2003
Bachelor's degree, Accounting

Curtis Cadwell Curtis Cadwell Elko, Nevada Details
Curtis Cadwell's Atkinson & Co., Ltd Experience January 1994 - November 1997
Job General Manager Bald Mountain Mine
Industry Mining & Metals
Experience
Barrrick Gold Corporation   December 2014 - Present
Barrick Gold Corporation  January 2014 - November 2014
Barrick Gold Corporation  July 2013 - November 2014
Barrick Gold Corporation  January 2012 - June 2013
Barrick Gold Corporation  March 2006 - December 2011
Barrick Gold Corporation  February 1998 - February 2006
Atkinson & Co., Ltd   January 1994 - November 1997

Skills
Mining, Gold, Internal Controls, Base Metals, IFRS, Consolidation, Auditing, US GAAP, Minerals, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Variance Analysis, Due Diligence, Cost Accounting, Cash Flow, Hyperion Enterprise, Financial Accounting, ERP, Managerial Finance, Financial Modeling, Fixed Assets, GAAP

Education
The University of New Mexico - Robert O. Anderson School of Management   1989 — 1993
BA, Accounting & Finance

Jeremy Ginnett, CPA, MBA Jeremy Ginnett, CPA, MBA Albuquerque, New Mexico Details
Jeremy Ginnett, CPA, MBA's Atkinson & Co., Ltd Experience May 2013 - Present
Job Audit Manager at Atkinson & Co., Ltd
Industry Accounting
Experience
Atkinson & Co., Ltd   May 2013 - Present
Rubin Brown  September 2012 - May 2013
Atkinson & Co., Ltd   March 2009 - October 2012
General Mailing and Shipping Systems Inc.   March 2003 - February 2009

Skills
General Ledger, Quickbooks, Financial Reporting, QuickBooks, Accounting, CPA, GAAP, Financial Accounting

Education
University of Phoenix   2006 — 2008
MBA, Accounting

University of Phoenix-San Diego Campus
Bachelor's degree, Marketing

Melissa Taylor(Engel) Melissa Taylor(Engel) Davenport, Iowa Area Details
Melissa Taylor(Engel)'s Atkinson & Co., Ltd Experience June 2011 - July 2012
Job Audit Manager at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touche LLP  August 2012 - Present
Atkinson & Co., Ltd   June 2011 - July 2012
Deloitte & Touche LLP  August 2008 - May 2011

Skills
Auditing, US GAAP, Accounting, Internal Controls, QuickBooks, GAAP, Financial Reporting, Financial Accounting, Internal Audit

Education
University of Iowa - Henry B. Tippie College of Business   2010 — 2015
Master of Business Administration (M.B.A.)

Augustana College   2004 — 2008
Bachelor of Arts (B.A.), Accounting and Business/Management

Jimmy Bryan, CPA Jimmy Bryan, CPA Albuquerque, New Mexico Details
Jimmy Bryan, CPA's Atkinson & Co., Ltd Experience May 2005 - May 2007
Job ML Crane Group
Industry Construction
Experience
ML Crane Group   May 2007 - Present
Atkinson & Co., Ltd   May 2005 - May 2007
Henderson Black & Company   January 2004 - April 2005
New Mexico Timber and Viga and Atchley New Mexico   July 2002 - January 2004
Henderson Black and Comapny   January 2001 - July 2002
Kriegel/Gray/Shaw & CO   July 1996 - January 2001

Skills
Job Costing, General Ledger, Construction Accounting, Fixed Assets, Variance Analysis, Accruals, Contract Negotiation, Consolidation, Revenue Recognition, Accounts Payable, Project Accounting, Strategic Planning, Financial Statements, Accounts Receivable, Accounting, Budgets, Monthly Close, Year-end Close, Depreciation, QuickBooks, Financial Analysis, Internal Controls, Auditing

Education
University of Miami   1994 — 1996
Master of Business Administration (MBA), Accounting and Finance

Univeristy of Miami   1990 — 1993
Bachelor of Business Administration (BBA), Accounting

Robert Valdiviez Robert Valdiviez Albuquerque, New Mexico Area Details
Robert Valdiviez's Atkinson & Co., Ltd Experience May 1993 - May 1994
Job Banking Professional
Industry Banking
Experience
Bank of New Mexico - Grants State Bank- Gallup State Bank- Sunrise Bank of Albuquerque member FDIC   September 2014 - Present
Sunrise Bank of Albuquerque   June 2006 - May 2014
Charter Bank  June 1996 - June 2006
Mock Homes Associates, Inc.   June 1994 - June 1996
Atkinson & Co., Ltd   May 1993 - May 1994
First National Bank of Albuquerque   March 1987 - May 1993
First National Bank of Albuquerque   August 1980 - February 1987
Republic National Bank of Dallas   June 1975 - July 1980

Skills
Credit, Finance, Banking, Portfolio Management, Underwriting, Commercial Lending, Financial Analysis, Loan Origination, Construction Loans, Consumer Lending

Education
Pacific Coast Banking School   1989 — 1991
Post-graduate degree, Commercial Banking

The University of New Mexico   1973 — 1975
Master of Business Administration (MBA), Accounting and Finance

The University of New Mexico   1970 — 1974
Bachelor of University Studies, Business Admin, Economics, History

Highland High School
Diploma

Lee Brinckerhoff, CPA Lee Brinckerhoff, CPA Albuquerque, New Mexico Details
Lee Brinckerhoff, CPA's Atkinson & Co., Ltd Experience November 2014 - Present
Job Senior Accountant at Atkinson & Co., Ltd.
Industry Accounting
Experience
Atkinson & Co., Ltd   November 2014 - Present
Matts & Co Accounting Professionals, LLC   November 2013 - October 2014
Stone Age Climbing Gym   2002 - 2013
Charlie Patterson Construction   2000 - 2001

Skills
Customer Service

Education
Central New Mexico Community College   2013 — 2014
CPA prep courses

Colorado College   1996 — 2000
Bachelor's degree, Mathematics