BDO USA, LLP
Industry: Accounting company
DescriptionBDO USA, LLP is the United States Member Firm of BDO International, a global accounting network. The company is headquartered in Chicago. Headquarters: Prudential Plaza, Chicago, Illinois, United States Number of employees: 6,057 Founded: 1910 Type of business: Limited Liability Partnership (LLP) Key people: Wayne Kolins
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BDO USA, LLP Employees
BDO USA, LLP 2013 - Present
Skills
Alternative Investments, Risk Management, Business Strategy, Strategic Partnerships, Team Building, Sales Management, Marketing Strategy, Solution Selling
Education
Brooklyn Law School
J.D., Law
University of Florida
B.S., Criminal Justice/Business Administration
BDO USA, LLP January 2013 - Present
Consilient Hospitality March 2011 - December 2012
Buffalo Wild WIngs December 2008 - June 2010
Skills
US GAAP, GAAP, SEC filings, Internal Controls, Assurance, Auditing, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Statements, Accounting, General Ledger, Revenue Recognition
Education
The University of Texas at Dallas 2011 — 2012
Bachelor of Science (BS), Accounting and Finance
Brookhaven Community College 2010 — 2011
BDO USA, LLP January 2015 - Present
Nasif, Hicks, Harris & Co., LLP July 2013 - September 2013
lynda.com June 2011 - September 2011
Alfred M. Frankel, CPA June 2011 - September 2011
G by Guess June 2011 - September 2011
Hayes Commercial Group June 2010 - September 2010
Himelsien Group June 2009 - September 2009
Sundance Beach May 2007 - January 2009
Skills
Microsoft Office, ProSystem fx Tax, Engagement, Quicken, Microsoft Word, Microsoft Excel, QuickBooks, PowerPoint
Education
Golden Gate University 2014 — 2015
Master's Degree, Master's of Science in Taxation
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Business Administration
BDO USA, LLP April 2015 - Present
Brigham Young University Hawaii April 2014 - April 2015
Protection 1 Security Solutions May 2012 - August 2013
Skills
Spanish, QuickBooks, Microsoft Excel, Public Speaking, Sales, Management, Customer Service, Microsoft Office, Teamwork, Data Entry, Time Management, PowerPoint, Leadership, Microsoft Word, Access, Research
Education
Brigham Young University - Hawaii 2012 — 2015
Accounting, Accounting
BDO USA, LLP January 2015 - Present
Yosemite Farm Credit, ACA June 2014 - September 2014
Cal Poly Agribusiness Department January 2014 - June 2014
Grower's Choice, Inc. June 2013 - September 2013
California Polytechnic State University August 2012 - May 2013
Skills
Accounting, Taxation, Microsoft Excel, Microsoft Word, Agribusiness
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Agricultural Business, GPA: 3.65
Waterford High School 2006 — 2010
BDO USA, LLP January 2004 - Present
Progressive AE July 2002 - January 2004
Divine August 2001 - July 2002
Oracle 1996 - 2001
Oshkosh Truck Corp 1992 - 1996
BEI Electronics 1988 - 1992
Ernst & Young 1987 - 1988
General Dynamics 1985 - 1987
Skills
Management Consulting, Business Strategy, Manufacturing, Program Management, ERP, Customer Relations, Strategic Planning, Problem Solving, Process Improvement, Team Building
Education
Texas Tech University - Rawls College of Business 1983 — 1985
MBA
Bryant University 1977 — 1981
BS
BDO USA, LLP January 2014 - Present
R.S. Abrams & Co., LLP July 2010 - December 2013
Skills
Auditing, Organization, Multi-tasking Skills, Collaboration, Keen Listener, Leadership, Accounting, Journal Entries, Tax Preparation, Account Reconciliation, General Ledger, Financial Reporting, Microsoft Excel
Education
Dowling College 2011 — 2012
Master of Business Administration (M.B.A.), Corporate Finance
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, Accounting
BDO USA, LLP January 2015 - Present
SS&G, Inc. October 2003 - December 2014
SS&G October 2003 - December 2014
Bick Fredman and Company June 1997 - September 2003
Skills
Financial Reporting, Financial Analysis, Auditing, Accounting, Financial Accounting, GAAP, Internal Controls, US GAAP, Tax, Assurance
Education
Bowling Green State University 1993 — 1997
BSBA, Accounting
Holy Name
BDO USA, LLP May 2014 - Present
BDO USA, LLP October 2011 - May 2014
Berlitz February 2008 - June 2009
UNEX Manufacturing August 2005 - February 2008
HAI YANG INTERNATIONAL INC March 2005 - June 2005
Grand Central Marketing August 2004 - December 2004
Skills
Trade Shows, Event Planning, Microsoft Excel, Research, Marketing, Email Marketing, Social Media Marketing, Marketing Communications, Social Media, Online Advertising, Advertising, Public Relations, Web Analytics, Digital Marketing, Marketing Strategy, Integrated Marketing, Facebook, Social Networking, Event Management, Customer Service, Graphic Design, Photoshop, PowerPoint, Copywriting, Management, Strategy, Budgets, Sales, Public Speaking, Analysis, Data Management
Education
Laboratory Institute of Merchandising 2003 — 2005
BBA, Marketing
Brookdale Community College 2001 — 2002
AAS, Fashion Merchandising
BDO USA, LLP October 2014 - Present
Sharkansky January 2013 - September 2014
Capital Lease Group, Ltd. March 2012 - January 2013
Skills
QuickBooks, Microsoft Office, Accounting, Financial Accounting
Education
Bridgewater State University 2009 — 2013
Accounting and Finance
BDO USA, LLP May 2014 - Present
Ernst & Young, LLP September 2012 - April 2014
The Law Office of Brent D. Peterson June 2011 - January 2012
Education
California Polytechnic State University-San Luis Obispo 2010 — 2012
Bachelor's Degree, Business Administration (Accounting), 4.0 GPA
Santa Barbara City College 2007 — 2010
Accounting, 4.0 GPA
Azerbaijani State University of Foreign Languages; Baku, Azerbaijan 2001 — 2005
Bachelor of Arts, Teaching English as a Foreign Language
California Polytechnic University, Pomona 2003 — 2004
Foreign exchange student under a scholarship from the FREEDOM Support Act Undergraduate Program
Starwood Hotels & Resorts Worldwide, Inc. May 2014 - Present
Maricopa Community Colleges January 2012 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2012 - May 2014
BDO USA, LLP May 2009 - May 2012
PricewaterhouseCoopers 2007 - 2009
PricewaterhouseCoopers, LLP June 2006 - August 2006
Skills
Tax, International Tax, Income Tax, Tax Advisory, Corporate Tax, Preparation, FASB, Tax Accounting, SEC filings, FIN 48, CPA, Accounting, Spanish-speaking
Education
Brigham Young University 2006 — 2007
MAcc, Accounting - Tax
Brigham Young University 2003 — 2006
BS - Accounting
BDO USA, LLP June 2015 - Present
PricewaterhouseCoopers LLP October 2007 - May 2015
Rocky Mountain Tax, LLC 2003 - 2005
Skills
Tax, Accounting, Tax Accounting, Financial Accounting, Microsoft Word, GAAP, Financial Reporting, Tax Research, CPA, Asset Management, Partnership Taxation, Microsoft Excel, Project Management, Engagement Management, Private Equity, Hedge Funds, Partnership Tax Returns, IRC Section 704(c)...
Education
Texas Tech University - Rawls College of Business 2006 — 2007
Master's Degree, Accountancy, Taxation
Brigham Young University - Idaho 2000 — 2005
Bachelor's Degree, Accounting, Business Management
Alpenglow Short Stay Assisted Living November 2014 - Present
Orthopedic Physicians Anchorage March 2014 - Present
BDO USA, LLP January 2012 - February 2014
Medical Recovery Services April 2010 - December 2011
American Airlines Center May 2011 - July 2011
Skills
Accounting, Accounts Receivable, Collections, Excel, Word, Access, Microsoft Office, Quickbooks, Financial Accounting, Problem Solving, VBA, Financial Statements, Financial Analysis, Microsoft Word, Internal Controls, GAAP, General Ledger, Microsoft Excel, Auditing, Analysis, QuickBooks, CPA, Account Reconciliation, Finance, Financial Reporting, Revenue Recognition, US GAAP
Education
Brigham Young University - Idaho 2007 — 2011
Bachelors, Accounting
BDO USA, LLP July 2015 - Present
Hayner, Hayner, Miller, & Crist, LLP. January 2015 - April 2015
Cal Poly Low Income Taxpayer Clinic July 2014 - December 2014
California Polytechnic State University, New Student Programs January 2014 - May 2014
Sigma Nu Fraternity March 2013 - March 2014
Skills
Financial Accounting, Public Speaking, Leadership, IRS Controversy, Individual Income Tax, Time Management, Adobe Design Programs, Microsoft Office, Minitab, QuickBooks, Tax Tools, Constitutional Law
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor's Degree, Business Administration: Accounting
BDO USA, LLP June 2014 - August 2014
Cal Poly State University January 2013 - June 2014
Skills
Time Management, Teamwork, Microsoft Excel, PowerPoint, Access, Microsoft Word, QuickBooks, Data Analysis, Critical Thinking, Leadership, Data Entry, Outlook, Microsoft Office, Accounting, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 2014 — 2015
Master of Science (M.S.), Financial Accounting
Cal Poly San Luis Obispo 2010 — 2014
Bachelor of Science (B.S.), Business Administration
BDO USA, LLP 2014 - Present
Blue Lynx Media April 2012 - March 2014
United Surgical Partners Intl, Inc December 2010 - January 2012
Mary Kay August 2008 - September 2010
Mary Kay Inc. July 2006 - August 2008
Mary Kay Inc. March 2005 - March 2006
Fitcorp USA Inc. January 2001 - December 2004
Skills
Auditing, Microsoft Word, Analysis, Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Microsoft Office, Budgets, Internal Audit, Internal Controls, Hyperion Enterprise, Accounts Payable, Finance, GAAP, Sarbanes-Oxley, Fixed Assets, Process Improvement, Sarbanes-Oxley Act, General Ledger
Education
The University of Texas at Dallas 2007 — 2010
BS, Accounting and Information Management
Brookhaven Community College
AAS, Accounting
BDO USA, LLP October 2014 - Present
National Franchise Financial Services October 2012 - Present
Paradise Artists 2011 - 2012
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Financial Analysis, Financial Reporting, Teamwork, Financial Accounting, Customer Service
Education
University of California, San Diego Extension 2013 — 2014
Certificate, Accounting
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor's degree, Business Administration, Marketing
BDO USA, LLP June 2015 - Present
Lotus Salon and Spa June 2014 - May 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English
Education
California Lutheran University 2012 — 2016
Notre Dame Preparatory
Notre Dame Preparatory
BDO USA, LLP January 2015 - Present
Champions Club at the Retreat April 2014 - January 2015
General Old Golf Course June 2011 - June 2014
StorQuest Self Storage July 2010 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, QuickBooks, Leadership, Public Speaking, Social Media, Customer Service, Accounting, Time Management
Education
California Baptist University 2008 — 2012
Bachelor's Degree, Accounting
Jacquelene Bishop, CPA August 2015 - Present
Tax-Aid February 2010 - Present
Montage Services Inc. November 2014 - July 2015
Indinero January 2013 - June 2014
Jones, Schiller & Company January 2011 - December 2012
Becker Professional Review June 2011 - August 2012
Wittrock LLP June 2010 - December 2010
BDO USA, LLP January 2008 - April 2009
BDO USA, LLP June 2007 - August 2007
MMG Holdings, Inc. February 2005 - June 2007
Skills
Teaching, Tax Research, Income Tax, Mentoring, Corporate Tax, Accounting, Tax, Tax Preparation, CPA, Small Business, Auditing, QuickBooks, GAAP, Finance, Tax Accounting, Financial Accounting
Education
Golden Gate University 2009 — 2011
Master's, Taxation
Bridgewater State College 2005 — 2008
Bachelor's, Accounting
Weymouth High School 2002 — 2005
BDO USA, LLP August 2015 - Present
BDO USA, LLP January 2015 - July 2015
SS&G October 2013 - December 2014
SS&G September 2010 - September 2013
SS&G January 2010 - April 2010
B.W. Rogers Company February 2008 - December 2009
Skills
Accounting, Auditing, GAAP, Outlook, Internal Controls, Assurance, Microsoft Excel, Microsoft Word, Financial Statements, CPA, Financial Reporting, US GAAP, General Ledger
Education
The University of Akron 2006 — 2010
bachelor of science, Accounting
Bowling Green State University 2005 — 2006
N/A, Undecided
The Church of Jesus Christ of Latter-day Saints June 2015 - Present
BDO USA, LLP July 2013 - May 2015
Mikunda, Cottrell, & Co., Inc. July 2011 - July 2013
Education
Brigham Young University - Idaho 2008 — 2011
Bachelor of Science (BS), Accounting
The Walt Disney Company, ABC.Inc. October 2014 - Present
McDonald's Corporation May 2013 - September 2014
McDonald's Corporation February 2011 - April 2013
BDO USA, LLP September 2007 - February 2011
EMC May 2006 - August 2006
Skills
Auditing, Accounting, Management, Financial Analysis, Financial Services, Financial Reporting
Education
Northeastern University 2007 — 2008
MSA, Accounting
Bryant University 2003 — 2007
BSBA, Accounting, Legal Studies
BDO USA, LLP October 2014 - Present
ERT, Inc May 2012 - April 2014
BDO USA, LLP June 2013 - July 2013
Ericsson January 2013 - June 2013
SJSU Latino Business Student Association September 2011 - April 2013
Ernst & Young July 2012 - July 2012
Intuit Inc March 2012 - March 2012
Jackson Hewitt Tax Service November 2010 - April 2011
Skills
Customer Service, Finance, Auditing, Analysis, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Social Media, Microsoft Office, Team Leadership, Time Management
Education
San Jose State University 2011 — 2014
Bachelor's Degree, Business Admin-Corporate Financial Management
Cabrillo College 2009 — 2011
Associate of Science (A.S.), Business
RGP - Resources Global Professionals. May 2014 - Present
Florida International University May 2005 - May 2014
BDO USA, LLP April 2012 - March 2014
Miami Children's Hospital Foundation July 2012 - December 2013
Florida International University June 2010 - June 2012
CBIZ January 2011 - January 2012
Emerald Asset Advisors, LLC November 2008 - January 2011
Bank of Florida Trust Company December 2007 - June 2008
SFIS / SGC December 1999 - December 2007
ColonialBanc Investments October 1998 - December 1999
Skills
Leadership, Fundraising, Management, Business Development, Strategy, Business Strategy, Strategic Planning, Finance, Investments, Mergers & Acquisitions, New Business Development, Analysis, Strategic Financial..., Marketing, Recruiting, CRM, Wealth Management, Executive Management, Consulting, Financial Analysis, Financial Advisory, Marketing Strategy, Small Business, Social Media Marketing, Budgets, Public Relations, Financial Services, Leadership Development, Sales, Team Building, Public Speaking, Market Research, Event Planning, Community Development, Inter-personal, Entrepreneurship, Nonprofits, Organizational..., Management Consulting, Strategic Partnerships, Spanish, Investment Advisory, Business Intelligence, Supply Chain..., Finance Transformation, Organizational Design, Financial Planning
Education
Boston University 2008 — 2010
FinancialPlanning
Florida International University - College of Business Administration
Bachelor's degree, Business Management & International Business
Monsignor Edward Pace High School
BDO USA, LLP December 2014 - Present
Grant Thornton International Ltd October 2011 - June 2014
Ernst & Young June 2010 - July 2010
Boston College February 2008 - May 2010
Skills
Financial Reporting, Auditing, Accounting, Financial Accounting, Financial Analysis
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.), Accounting, 3.4
Franklin High School
ION Trading November 2013 - Present
KERING March 2011 - November 2013
MBAF May 2009 - March 2011
BDO USA, LLP August 2007 - April 2009
KERING 2006 - 2007
Skills
Transfer Pricing, Tax, Corporate Tax, International Tax, Tax Law, Mergers, International Tax..., Tax Research, Due Diligence, Income Tax, Finance, Internal Audit, Trusts, Restructuring, Cross-border..., Mergers & Acquisitions, Legal Research, Corporate Tax Planning
Education
The University of Alabama School of Law 2011 — 2013
LLM, Tax, GPA 3.865
Brooklyn Law School 2004 — 2007
J.D., Emphasis on Tax & Finance Law
Wake Forest University 2000 — 2004
BA, Political Science & East Asian Lang. & Culture
Myers Park High 1996 — 2000
International Bacculaureate Diploma
BDO USA, LLP June 2014 - Present
London 1st January 2014 - April 2014
Boston Redevelopment Authority June 2013 - December 2013
Keep Me Certified Online Real Estate School May 2013 - August 2013
Rice Cohen International June 2012 - August 2012
Education
Boston University - School of Management 2011 — 2015
Bachelor's Degree, Business Administration and Management, Accounting
Bader Martin, P.S. September 2013 - Present
BDO USA, LLP January 2012 - September 2013
Chaffee Geddes Chucka January 2011 - April 2011
Skills
Accounting, Financial Accounting, GAAP, Microsoft Excel, Access, Teamwork, Analysis, Analytics, Financial Reporting, Finance, QuickBooks, Tax
Education
Brigham Young University - Idaho 2009 — 2011
Bachelor of Applied Science (BASc), Accounting
Green River Community College 2005 — 2006
Associate's degree, General Studies
BDO USA, LLP July 2009 - Present
Ernst & Young 2004 - 2009
McGladrey 2003 - 2004
Education
Brigham Young University
Bachelor's degree, Finance, General
Southern Utah University
Master's degree, Accounting
LivePerson October 2014 - Present
The Dailey Method June 2013 - Present
New Relic, Inc. July 2013 - October 2014
New Relic, Inc. November 2012 - June 2013
buildOn 2011 - 2013
Work4 February 2012 - October 2012
Work4 Labs August 2011 - February 2012
BDO USA, LLP October 2010 - June 2011
BDO USA, LLP January 2010 - October 2010
BDO USA, LLP July 2007 - July 2009
Skills
Salesforce.com, Facebook, Social Media, Compliance, Excel, Coordination, Event Planning, Event Marketing, Fundraising, Key Account Management, Community Outreach, Leadership, Microsoft Excel, Business Development, PowerPoint, Budgets, Entrepreneurship, Customer Success, Advertising
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
Bachelors of Science
BDO USA, LLP July 2011 - Present
Bechtel June 2010 - September 2010
Hathway January 2010 - May 2010
Skills
Partnership Taxation, S Corporations Taxation, Microsoft Excel, GoSystems, Federal & State Income..., High Net Worth..., Venture Capital, VBA, QuickBooks, Tax Accounting, Tax Research, Tax Returns, Bookkeeping
Education
California Polytechnic State University-San Luis Obispo 2007 — 2010
BS, Business Administration: Accounting
Wash House
BDO USA, LLP January 2015 - Present
SS&G January 2011 - December 2014
McGladrey & Pullen 1999 - 2010
AGA Gas, Inc 1997 - 1999
Hausser + Taylor LLC 1992 - 1997
Skills
Financial Reporting, Assurance, Real Estate, Fixed Assets, Auditing, Accounting, Non-profits, Audit, Compliance, US GAAP, Small Business
Education
Bowling Green State University 1987 — 1992
BSBA and MBA, Business with a concentration in Accounting
BDO USA, LLP July 2015 - Present
Universal MH/DD/SAS February 2010 - June 2015
Cape Fear Academy 2010 - March 2013
Alpha Omega Health Inc. February 2008 - March 2010
CNC Access 2006 - 2008
The Pantry 2004 - 2006
Dairy Queen of Wilmington 2002 - 2004
Skills
Customer Service, Teaching, Microsoft Word, Event Planning, Microsoft Office, Tutoring, Training, Phone Skills, PowerPoint, Data Entry, Sales, Microsoft Excel, Critical Thinking, SAS programming, Maple, R, Public Speaking, Leadership, Teamwork, Time Management
Education
University of North Carolina at Wilmington 2014 — 2015
Master's Degree, Master of Science, Accountancy
University of North Carolina at Wilmington 2011 — 2013
Bachelor of Arts (B.A.), Mathematics
Brunswick Community College
Business
Cape Fear Academy
High School Diploma, College Prep
Cape Fear Community College
Associate of Arts (A.A.), Basic Studies
BDO USA, LLP August 2014 - Present
BDO USA, LLP September 2012 - August 2014
BDO USA, LLP September 2008 - September 2012
BDO USA, LLP September 2006 - September 2008
Skills
US GAAP, Assurance, SEC Filings, Internal Controls, External Audit, Auditing, Sarbanes-Oxley Act, CPA, Financial Reporting, Financial Accounting, Mergers & Acquisitions, Accounting, Financial Analysis, Financial Statements
Education
Boston University 2002 — 2006
Bachelor's degree, Accounting and Finance
Cable ONE December 2014 - Present
BDO USA, LLP April 2013 - December 2014
JT Accounting & Consulting November 2012 - March 2013
Grant Thornton LLP October 2010 - November 2012
PricewaterhouseCoopers July 2010 - September 2010
PricewaterhouseCoopers September 2000 - July 2010
Skills
SEC reporting, External Audit, GAAP, SOX, Internal Controls, GAAS, Risk Assessment, Training Delivery, Software Development..., User Acceptance Testing, Fitness Training, Auditing Standards, Revenue Recognition, SEC filings, Sarbanes-Oxley Act, Auditing, Tax Accounting, Financial Statements, Financial Audits, Business Process..., Financial Reporting, Accounting, Valuation, Internal Audit, Sarbanes-Oxley, US GAAP, Risk Management
Education
University of Southern California - Marshall School of Business 1999 — 2000
Master of Accounting, Accounting
Brigham Young University 1994 — 1998
Master of Science, Psychology
EY June 2013 - August 2013
Yahoo! June 2012 - August 2012
Deloitte July 2012 - July 2012
PwC July 2011 - July 2011
Ernst & Young June 2011 - June 2011
BDO USA, LLP June 2011 - June 2011
Skills
Recruiting, Public Speaking, Financial Accounting, Leadership, Accounting, Microsoft Excel, Market Research, Auditing, Finance, PowerPoint
Education
California Polytechnic State University-San Luis Obispo 2013 — 2014
M.S. Accounting, with distinction
California Polytechnic State University-San Luis Obispo 2009 — 2013
B.S. Business Administration, Accounting, Psychology (Minor), summa cum laude
BDO USA, LLP January 2015 - Present
SS&G September 2012 - December 2014
SS&G, Inc. October 2011 - September 2012
SS&G January 2010 - September 2011
Grant Thornton LLP August 2009 - October 2009
Grant Thornton LLP September 2007 - July 2009
ABX Air, Inc. May 2005 - August 2006
Skills
Tax, Customer Service, Accounting, Financial Reporting, Small Business, Corporate Tax, Tax Preparation, Income Tax, CPA, Tax Accounting, Partnership Taxation, Internal Controls, Auditing, Tax Research
Education
Bowling Green State University 2006 — 2007
Master of Accountancy, Tax
Wilmington College 2002 — 2006
BA, Accounting
BDO USA, LLP June 2014 - Present
Gumbiner Savett January 2014 - June 2014
Nordstrom August 2013 - December 2013
Becker Professional Education April 2013 - December 2013
Nordstrom June 2013 - August 2013
California Baptist University October 2009 - May 2013
Grey, Salt and Associates, LLP February 2013 - April 2013
California Baptist University May 2012 - September 2012
Nordstrom May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Pivot Tables, Linear Programming, Microsoft Excel, Event Planning, Photography, Public Speaking, Excel, Income Tax, Break-even Analysis, Marketing, Sales, Social Media, Facebook, Time Management, Accounting, Management, Retail, Microsoft Word, Teamwork, Leadership
Education
California Baptist University 2013 — 2014
Master of Business Administration (M.B.A.), Concentration in Accounting
California Baptist University 2009 — 2013
Bachelor of Science, Accounting
CW Financial Services LLC February 2013 - Present
Equity Staffing Group July 2012 - January 2013
Lehigh Technical Service August 2011 - July 2012
BDO October 2010 - June 2011
BDO USA, LLP August 2007 - September 2010
Todres & Company, LLP January 2006 - August 2007
Smart & Associates, LLP October 2004 - December 2005
Random House, Inc April 2001 - February 2004
Random House August 1999 - April 2001
Clarfeld Financial Advisors May 1999 - August 1999
Skills
Financial Reporting, Auditing, Internal Controls, GAAP, Reconciliation
Education
Pace University - Lubin School of Business 2003 — 2005
MS, Accounting
Pace University - Lubin School of Business 1995 — 1999
MBA, Financial Management
Brown University 1991 — 1995
BA, Environmental Studies
BDO USA, LLP November 2012 - October 2014
Argy, Wiltse & Robinson, P.C. September 2010 - October 2012
Squire January 2010 - July 2010
Global Service Center 2007 - 2010
Skills
Auditing, GAAP, CPA, Internal Controls, Accounting, Revenue Recognition, Financial Reporting, US GAAP, Financial Accounting, Assurance, QuickBooks, Financial Analysis, External Audit
Education
Brigham Young University 2006 — 2010
Bachelor of Science (BS), Accounting
BDO USA, LLP November 2013 - Present
Burr Pilger Mayer August 2012 - November 2013
Skills
GAAP, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, QuickBooks, Tax, Microsoft Excel
Education
California Polytechnic State University-San Luis Obispo 2011 — 2012
Master of Science (MS), Taxation, Graduate Student
California Polytechnic State University-San Luis Obispo 2007 — 2011
B.S, Business Administration; Accounting
BDO USA, LLP January 2011 - Present
Windes & McClaughry Accountancy Corporation July 2004 - December 2010
Bolar Hirsch & Jennings LLP July 2002 - May 2004
Arthur Andersen May 2001 - June 2002
Skills
Tax, Income Tax, Corporate Tax, Federal Tax, Tax Compliance, Accounting, Financial Reporting, Auditing, CPA, FIN 48, Financial Accounting, Financial Analysis, Financial Planners, Fixed Assets, GAAP, General Ledger, Internal Controls, Mergers, Partnership Taxation, ProSystem fx Tax, QuickBooks, S Corporations, SEC filings, SEC Filings, Tax Preparation, Tax Research, Tax Accounting, Sarbanes-Oxley Act, US GAAP, Tax Returns, Mergers & Acquisitions, Financial Planning
Education
University of Southern California 2012 — 2015
MBT, Taxation
Bryant University 1997 — 2001
B.S.B.A, Accounting
BDO USA, LLP August 2013 - Present
Deloitte Tax LLP May 2007 - May 2012
Shop At Home Network June 2005 - August 2005
Skills
Financial Analysis, Due Diligence, Superior Client Service, Employee Share Plans, Project Management, Technical Analysis, Online Research, Tax Advisory, Issue Identification, Collaborative Problem..., Business Strategy, Supply Chain Management, Corporate Finance, Compliance, Consulting, Virtual Teams, Technical Writing, Financial Modeling, Equity Compensation, Business Analysis, Equities, Program Management, CRM, Internal Controls
Education
Vanderbilt University - Owen Graduate School of Management 2004 — 2006
MBA, Finance and Strategy
Boston University
Bachelor of Arts (B.A.), Molecular and Cellular Biology
Harvard University - Extension
Finance and Control
Bassini & Co, LLC July 2014 - Present
LyonRoss Capital Management, LLC July 2008 - July 2014
MayerCap LLC May 2007 - June 2008
Haidar Capital Management May 2006 - May 2007
Aristeia Capital March 1998 - April 2006
MD Sass July 1996 - March 1998
BDO USA, LLP January 1991 - July 1996
Skills
Financial Modeling, Corporate Finance, Valuation, Hedge Funds, Financial Analysis, Financial Reporting, Investments, Internal Audit, Accounting, Finance, Auditing, Internal Controls, Tax, Management, CPA, Financial Statements, Portfolio Management, Forecasting, Due Diligence
Education
Bryant College
Bachelor of Science (BS), Accounting
Orion Seafood International December 2009 - October 2013
Reef Point Systems July 2005 - September 2008
Lightspace 2004 - 2005
Beacon Power Corporation January 2001 - September 2003
Waste Systems International September 1998 - January 2001
PictureTel June 1997 - September 1998
Zoom Telephonics 1996 - 1997
BDO USA, LLP 1993 - 1996
Ernst & Young 1987 - 1991
Parent, McLaughlin & Nangle, CPAs September 1985 - October 1987
Education
Boston University 1993 — 1995
MBA, Management
Boston University - School of Management 1981 — 1985
Bachelor of Science/Business Administration, Accounting and Finance
BDO USA, LLP October 2014 - Present
BDO USA, LLP January 2014 - March 2014
On Point Investigations December 2011 - January 2014
Office of Massachusetts Inspector General October 2010 - July 2011
The Conway Daily Sun August 2004 - September 2010
The Northern Light January 2002 - August 2004
Skills
Research, Interviews, Investigation, Investigative Research, Writing, Interviewing, Analysis, Investigative Reporting, Editing, Journalism, Copy Editing, Stories, Proofreading, Newspaper, AP Style, Private Investigations, Accounting, Corporate Fraud..., Securities Fraud, Revenue Recognition, Auditing, SOX 404, Internal Controls
Education
Northeastern University 2013 — 2014
MBA/MSA Master of Science in Accounting (MSA) and Master of Business Administration (MBA), Accounting and Business/Management
Boston College
BA, English
Boston University
Journalism
BDO USA, LLP September 2014 - Present
BDO USA, LLP April 2011 - August 2014
Deloitte January 2006 - March 2011
Skills
Corporate Tax, Tax, International Tax, US GAAP, Tax Research, Tax Accounting, CPA, Income Tax, GAAP
Education
DePaul University 2004 — 2005
Masters, Taxation
Boston College - Carroll School of Management 2000 — 2004
Bachelor's degree, Accounting
BDO USA, LLP June 2015 - Present
BDO USA, LLP January 2015 - April 2015
Temple Resev LLC June 2013 - December 2014
Taormina's Pizza and Pasta August 2008 - December 2012
Keystone Redevelopment May 2011 - August 2011
Skills
QuickBooks, Accounts Payable, Bookkeeping, Peachtree, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Social Networking, Teamwork
Education
Temple University 2012 — 2014
Bachelor of Business Administration (BBA), Accounting; Minor in Management Information Systems
Bucks County Community College 2010 — 2012
BDO USA, LLP October 2014 - Present
USLI August 2013 - May 2014
BDO USA, LLP July 2013 - August 2013
AXA Advisors January 2013 - May 2013
Cabrini College August 2012 - May 2013
NFI May 2012 - August 2012
Fine Grinding Corporation January 2012 - May 2012
Lucid Longboarding June 2011 - January 2012
Ultimate Collision June 2007 - August 2011
Skills
Microsoft Office, Internet, Mac OS, VITA Volunteer, Accounting Association..., Enactus Member and..., PICPA Affiliate
Education
Cabrini College 2010 — 2014
Bachelor's Degree, Finance, Accounting
KPMG US October 2014 - Present
BDO USA, LLP June 2013 - August 2013
Skills
Microsoft Office, Accounting, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, Auditing, Financial Analysis, Teamwork, Access, Data Entry, Research, Public Speaking, Social Media, Data Analysis, Leadership
Education
University of Southern California 2013 — 2014
Masters in Accounting
Cal Poly San Luis Obispo 2009 — 2013
Bachelor of Science (B.S.), Business Administration
BDO USA, LLP October 2007 - Present
Education
Adler University 2002 — 2005
Master's Degree, Psychology
Boston College 1994 — 1998
Bachelor's Degree, Marketing
BDO USA, LLP May 1991 - Present
KPMG July 1975 - May 1991
Skills
SEC filings, Financial Accounting, CPA, Tax Accounting, Financial Analysis, GAAP, US GAAP, Corporate Tax, Income Tax, Tax, Assurance, Financial Reporting, Internal Controls, External Audit, Tax Preparation, Auditing, Accounting, Tax Research, Sarbanes-Oxley Act, Due Diligence
Education
Bowling Green State University 1971 — 1975
BS, Accounting
The Coffee Bean & Tea Leaf October 2011 - Present
The Coffee Bean & Tea Leaf June 2011 - October 2011
Pacific Ridge Farms April 2011 - April 2011
BDO USA, LLP June 2006 - September 2010
BDO Canada January 2000 - May 2006
Education
Brock University 2003 — 2003
MAcc, Accounting
Brock University 1998 — 2002
BAcc, Accounting
GoDaddy.com June 2013 - Present
BDO USA, LLP May 2010 - May 2013
Jefferson Wells July 2006 - May 2010
KPMG 1995 - 2003
Skills
SEC filings, Tax Accounting, Tax, International Tax, Corporate Tax, FIN 48, CPA, Financial Reporting, Accounting, Tax Research, Income Tax, Sarbanes-Oxley Act, Acquisitions, GAAP, Financial Analysis, US GAAP, Management, Mergers, Mergers & Acquisitions, Auditing, Process Improvement
Education
Brigham Young University 1979 — 1984
Master of Accountancy-Tax, Accounting
BDO USA, LLP August 2015 - Present
Cross, Fernandez & Riley, LLP January 2015 - August 2015
Bank of America April 2013 - December 2014
Skills
Cash Management, Microsoft Excel, Customer Service, Microsoft Word, Commercial Banking, Accounting, Leadership
Education
University of Central Florida 2015 — 2016
Master's degree, Accounting
University of Central Florida 2013 — 2014
Bachelor's degree, Accounting
Broward Community College 2010 — 2012
Associate of Arts (A.A.)
Transitions May 2014 - Present
BDO USA, LLP August 2012 - Present
Eastern Washington University September 2011 - August 2012
Richey May & Co January 2010 - May 2011
Skills
Microsoft Excel, Accounting, Visual Basic, Auditing, GAAP
Education
Eastern Washington University 2011 — 2012
Masters, Business Administration
Brigham Young University - Idaho 2008 — 2010
Bachelors, Accounting
BDO USA, LLP October 2014 - Present
True Partners Consulting May 2006 - October 2014
Jefferson Wells 2003 - 2006
PricewaterhouseCoopers 1996 - 2003
Kerr Group, Inc. 1990 - 1996
Skills
Tax, Corporate Tax, Income Tax, FAS109, International Tax, Tax Research, Tax Accounting, FIN 48, Tax Advisory, Partnership Taxation
Education
California Polytechnic State University-San Luis Obispo 1980 — 1984
BA, Accounting
San Jose State University
MST, Taxation
KPMG US December 2014 - Present
BDO USA, LLP May 2014 - November 2014
PwC October 2010 - April 2014
Hood & Strong LLP July 2008 - July 2010
Eichstaedt & Devereaux LLP November 2006 - June 2008
CBIZ & Mayer Hoffman McCann P.C. July 2001 - October 2006
Skills
GAAP, Auditing, Internal Controls, US GAAP, Accounting, Financial Reporting, Tax, Financial Audits, Financial Statements, Assurance, Tax Preparation, SOX 404, Financial Accounting, Sarbanes-Oxley Act, Revenue Recognition, External Audit, Consolidation, Income Tax, OMB Circular A-133, Big 4, ERISA, Audits of Employee...
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
BS, Business Administration emphasis in Accounting
Yardi March 2014 - Present
Yardi July 2013 - March 2014
Becker Professional Review September 2012 - March 2013
Cal Poly Accounting Club February 2012 - March 2013
Cal Poly Orientation Programs June 2012 - September 2012
Cal Poly Accounting Club February 2011 - February 2012
San Luis Obispo Collaboration Center July 2011 - September 2011
Grant Thornton LLP August 2011 - August 2011
BDO USA, LLP June 2011 - June 2011
Ventura Highway Luxury Boarding for Dogs July 2008 - December 2010
Skills
Leadership, Recruiting, Time Management, Accounting, Networking, Microsoft Excel, Teamwork, Outlook, Project Management, Event Planning, College Recruiting, Interviews, Microsoft Word, Salesforce.com, Cold Calling, Screening Resumes, Public Speaking, Applicant Tracking..., Technical Recruiting, Organization, Background Checks, HRIS, Phone Screening, Permanent Placement, Travel Arrangements, CRM
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science, Business, Accounting
University of California, Santa Barbara 2014 — 2015
Professional Certificate, Human Resources Management
UC Irvine, Extension 2015 — 2017
Professional Certificate, Human Resources Management
BDO USA, LLP January 2015 - Present
SS&G September 2014 - December 2014
SS&G September 2013 - September 2014
SS&G August 2010 - September 2013
Ernst & Young LLP January 2009 - March 2009
Skills
Accounting, Audit, Employee Benefits, Assurance, Customer Service, Financial Reporting, Internal Controls, Auditing, Non-profits, GAAP, Compliance, Fixed Assets, General Ledger, Small Business, Financial Accounting, Excel, Pensions, Reconciliation, Account Reconciliation, Client Service, Accounts Payable, Accruals, CPA, certified public..., Financial Analysis, Risk Assessment, US GAAP, Financial Statements, Microsoft Excel
Education
Bowling Green State University 2005 — 2010
Bachelors of Science, Accounting and Finance
Brecksville Broadview Heights High School 2001 — 2005
Deloitte July 2014 - Present
Deloitte January 2014 - April 2014
TVG Network October 2009 - January 2014
McGladrey August 2013 - August 2013
BDO USA, LLP January 2013 - March 2013
Avery Dennison June 2012 - September 2012
NBCUniversal, Inc. February 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, GoSystems, OneSource, Microsoft Word, Outlook, Customer Service, Public Speaking, Event Planning, Research, Mac, Access, Tax Preparation, Corporate Tax, Accounting, Tax
Education
California State University-Los Angeles 2012 — 2013
MS, Accountancy
Boston University 2005 — 2007
Television Production
State University of New York College at Oneonta
BS, Mass Communication
BDO USA, LLP January 2011 - Present
State Street June 2009 - August 2009
Massachusetts State Lottery Commission June 2006 - August 2008
Skills
SEC filings, GAAP
Education
Boston College 2006 — 2010
BS, Management
Forensic Risk Alliance July 2015 - Present
Fidelity Investments, LLC August 2011 - June 2015
BDO USA, LLP August 2007 - July 2011
EFP Rotenberg, LLP October 2004 - August 2007
SUNY Geneseo September 2002 - December 2004
YMCA of Greater Rochester May 2002 - August 2002
Skills
Litigation Support, Forensic Accounting, Certified Fraud Examiner, Fraud, FCPA, Financial Reporting, Expert Witness, Accounting, Auditing, Private Investigations, Forensic Analysis, Sarbanes-Oxley Act, Revenue Recognition, AML, Financial Accounting, Financial Statements, Tax, Internal Audit, QuickBooks, Due Diligence, Litigation Consulting, Microsoft Office, PowerPoint, Accounts Payable, CPA, Risk Management, SEC filings, Investigation, Computer Forensics, Internal Controls, Financial Analysis, Microsoft Excel, Analysis, Management
Education
Boston University 2013 — 2015
Master of Business Administration, MBA
State University of New York College at Geneseo 1999 — 2003
Bachelor of Science, Accounting
BDO USA, LLP July 2015 - Present
BDO USA, LLP July 2014 - March 2015
ITW June 2013 - September 2013
Skills
Accounting, Financial Analysis, Sales, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Tax, Time Management
Education
Cal Poly San Luis Obispo 2014 — 2015
Master of Science (M.S.), Accounting - Taxation
Cal Poly San Luis Obispo 2010 — 2014
Bachelor of Science (BS), Business Administration - Accounting
Vornado Realty Trust May 2015 - Present
BDO USA, LLP August 2014 - January 2015
ASM Capital June 2013 - August 2013
BDO USA, LLP January 2013 - February 2013
BDO USA, LLP June 2012 - September 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Critical Thinking, Mathematics, IDEA Data Analysis
Education
Bryant University 2012 — 2016
Oceanside High School
Key Tronic Corp March 2009 - Present
FLSmidth Spokane December 2008 - February 2009
BDO USA, LLP June 2002 - May 2004
Skills
Microsoft Office, Manufacturing, Product Development, Project Management, Microsoft Excel, Strategic Planning, Engineering, Electronics, Lean Manufacturing, Forecasting, Accounting, Financial Reporting, Auditing, Process Improvement, Budgets, Management, Financial Accounting, SEC filings, Financial Analysis, Internal Controls
Education
Brigham Young University 1991 — 1998
Master's degree, Accounting and Finance
Brigham Young University
Master of Accountancy, Accounting and Business/Management
Ernst and Young, LLP August 2014 - Present
BDO USA, LLP July 2011 - July 2014
Beckman Coulter April 2009 - June 2011
Education
California State Polytechnic University-Pomona 2008 — 2010
Bachelor of Science (BS)
Andersen Tax July 2014 - July 2015
BDO USA, LLP January 2014 - March 2014
Niner Wine Estates March 2011 - August 2013
Moss Levy & Hartzheim LLP May 2012 - December 2012
Internal Revenue Service January 2012 - March 2012
Skills
CPA, Auditing, Financial Accounting, Tax, Accounting, US GAAP, Cash Flow, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2013 — 2014
Master of Science (MS), Taxation
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Administration, Accounting
Leaders in Technology, Healthcare, Business & Services Consulting in the Greater Boston MA. Area 2014 - Present
Founder Global Sage Group May 2001 - Present
Endicott College 2007 - Present
MDL Partners January 2013 - 2014
TMI Executive Resources 2013 - 2013
BDO USA, LLP 2005 - 2011
Commonwealth of Massachusetts 2002 - 2010
AnswerThink 1997 - 2001
SAIC 1995 - 1997
Hewlett-Packard 1981 - 1995
Skills
Business Strategy, Management Consulting, Management, Start-ups, Strategic Planning, Change Management, Strategy, IT Strategy, Leadership, Integration, Team Building, Business Planning, Entrepreneurship, Business Process..., Consulting, Leadership Development, Organizational..., ERP, Nonprofits, Mergers & Acquisitions, Program Management, Executive Coaching, Mentoring, Team Leadership, Non-profits, Strategy Development, Business Development, Strategic Leadership, Enterprise Architecture
Education
Northeastern University 1972 — 1976
MS, Computer Science
Boston College 1966 — 1976
BS, Physics & Psychology
KPMG US July 2014 - Present
Rothstein Kass August 2013 - June 2014
BDO USA, LLP May 2005 - August 2013
MR Valuation Consulting, LLC October 2003 - September 2004
Skills
Outlook, PeopleSoft, Microsoft Excel, Microsoft Word, PowerPoint, GoFileRoom, GoSystems, Accounts Payable, Accounts Receivable, Proposal Support, Travel Management, Contract Management, Microsoft CRM
Education
Brookdale Community College
BDO USA, LLP August 2015 - Present
BDO USA, LLP November 2013 - July 2015
BDO USA, LLP June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Financial Reporting, Auditing, Accounting, Assurance
Education
California Polytechnic State University-San Luis Obispo 2009 — 2012
Bachelor of Science (BS), Business Administration
Andersen Tax June 2015 - Present
BDO USA, LLP June 2013 - Present
BDO USA, LLP May 2011 - May 2013
Jones, Schiller & Company February 2011 - May 2011
Eichstaedt & Devereaux, LLP July 2008 - July 2010
WEL & Co June 2007 - August 2007
Skills
Tax Research, Tax, Corporate Tax, GAAP, Tax Accounting, Partnership Taxation, US GAAP, Tax Preparation
Education
Golden Gate University 2011 — 2013
Masters, Taxation
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science, Business; Accounting
The University of Queensland
BDO USA, LLP October 1996 - Present
University Settlement 2006 - 2014
Mustang Dynamometer February 1991 - August 1996
Ernst & Young May 1985 - February 1991
Education
Leadership Geauga 2010 — 2011
Bowling Green State University 1979 — 1983
Bachelor of Science, Accounting
Brush High School
BDO USA, LLP July 2014 - Present
BDO USA, LLP November 2004 - Present
Craig P. Linnell, CPA November 2002 - October 2004
KPMG LLP 1993 - 2002
Deloitte & Touche LLP 1988 - 1993
Bergen Brunswig 1985 - 1988
Education
Loyola Marymount University 1971 — 1974
BA, Business Administration
California Polytechnic State University-San Luis Obispo
BDO USA, LLP August 2007 - Present
Reinhart Consulting Services, LLC January 2006 - July 2007
Deloitte May 2002 - January 2006
Deloitte Tax LLP 2002 - 2006
Skills
Tax, Corporate Tax, State Tax, International Tax, Tax Research, Sales Tax, Partnership Taxation, Income Tax, Tax Law, CPA, Tax Advisory, Accounting, Internal Controls
Education
Indiana University School of Law—Bloomington 1994 — 1998
JD/MBA
Indiana University - Kelley School of Business 1995 — 1997
MBA
Boston University 1990 — 1994
BSBA
London Study Abroad Program
BDO USA, LLP September 2015 - Present
Osprey Funding LLC April 2012 - Present
Kinn Real Estate Counselors, LLC June 2014 - September 2015
The Osprey Capital Group LLC March 2011 - May 2012
The Ackman-Ziff Real Estate Group LLC January 2009 - April 2010
WeiserMazars LLP October 2004 - July 2007
Skills
Real Estate Economics, Real Estate, Investments, Due Diligence, Real Estate Development, Financial Analysis, Disposition, Equities, Private Equity, Brokerage, Capital Markets, Loans, Argus Modeling, Structured Finance, Portfolio Management, Commercial Real Estate, Finance
Education
New York University 2008 — 2012
MS, Real Estate
Ecole Hôtelière de Lausanne 2001 — 2002
MHA, hotel management
Boston College 1989 — 1993
B.S., General Management & Chemistry
REFM
REFM
REFM
REFM Classes
The Lawrenceville School
BDO USA, LLP March 2015 - Present
Goodness & Flavor, LLC March 2012 - March 2015
Mercer March 1986 - November 2011
Kitchen Circus September 2010 - December 2010
USAF September 1984 - November 1985
Skills
Leadership Development, Performance Management, Employee Relations, Organizational Design, Employee Benefits, Talent Management, Organizational..., Benefits Administration, HRIS, Human Resources, Training, Entrepreneurship, Team Leadership, Management, Strategy, Workshop Facilitation, Employee Engagement, Organizational..., Leadership, Strategic Planning, Program Management
Education
Brown University
ABs, Degrees in International Relations and Political Science
Georgetown University
Middle Eastern Studies
Vashon Island High School
McGladrey July 2015 - Present
BDO USA, LLP January 2005 - June 2015
BDO USA, LLP January 2014 - October 2014
KPMG 2003 - 2005
Deloitte & Touche 2002 - 2003
KPMG Advisory 2000 - 2002
Basic Vegetable Products, LP 1998 - 2000
Ernst & Young 1996 - 1998
Skills
Financial Audits, Mergers, SEC filings, Revenue Recognition, US GAAP, Private Equity, Venture Capital, Finance, Auditing, CPA, GAAP, Sarbanes-Oxley Act, Due Diligence, Accounting, Assurance, Business Valuation, Corporate Tax, Financial Accounting, Financial Modeling, Financial Reporting, Leadership, IPO, Income Tax, Internal Controls, Mergers, SEC Filings
Education
California Polytechnic State University-San Luis Obispo 1995 — 1996
Bachelor of Science (BS) (Honors), Business Administration with an Accounting Concentration
Young and Reckless February 2015 - Present
Five Four February 2015 - Present
KPMG US February 2013 - February 2015
BDO USA, LLP July 2012 - January 2013
PwC September 2009 - December 2011
PwC September 2005 - August 2009
PricewaterhouseCoopers August 2003 - August 2005
PricewaterhouseCoopers January 2002 - August 2003
Skills
International Tax, Tax, Corporate Tax, Accounting, Tax Research, CPA, Income Tax, Auditing, Tax Accounting, US GAAP, SEC filings, Forecasting
Education
Brigham Young University 1998 — 2001
BDO USA, LLP August 2015 - Present
Mercury Insurance February 2015 - August 2015
BDO USA, LLP October 2012 - January 2015
BDO USA, LLP July 2010 - September 2012
Costco Wholesale September 2000 - December 2008
Education
California State Polytechnic University-Pomona 2008 — 2010
B.S., Accounting, 3.87
Mt. San Antonio College
Associate of Arts and Sciences (AAS)
Affirmative Insurance December 2014 - Present
BDO USA, LLP November 2008 - December 2014
Fossil April 2008 - November 2008
GTESS Corporation July 2007 - April 2008
PricewaterhouseCoopers June 2005 - July 2007
Skills
Accounting, Financial Accounting, US GAAP, SEC filings, Financial Analysis, GAAP, CPA, Sarbanes-Oxley Act, Internal Controls, External Audit, Financial Reporting, Auditing, QuickBooks, SOX 404, Revenue Recognition, Assurance, Internal Audit
Education
Bowling Green State University 2000 — 2003
MBA, Finance
EY February 2014 - Present
BDO USA, LLP January 2011 - February 2014
Deloitte September 2003 - January 2011
Skills
Corporate Tax, Tax, Tax Accounting, International Tax, Income Tax, Tax Research, Accounting, US GAAP, Auditing, SEC filings, Tax Advisory, CPA, FAS109, Big 4, FIN 48, Partnership Taxation, Tax Preparation, Tax Returns, US Tax, S Corporations, GoSystems, ProSystem fx Tax, IRS, Fixed Assets, GAAP, SEC Filings, Tax Law, Transfer Pricing
Education
Boston University - School of Management 1998 — 2003
BSBA, Finance and Accounting
Fudan University 2001 — 2002
foreign language program
Island school 1991 — 1998
BDO USA, LLP July 2009 - Present
Wilson Markle Stucky, LLP November 2008 - July 2009
Radakovich, Shaw & Blythe, LLP January 2008 - April 2008
Skills
Accounting, Income Tax, Tax Returns, Tax Research, Tax Preparation, Financial Statements, Tax, Corporate Tax, Account Reconciliation, Management
Education
California Polytechnic State University-San Luis Obispo 2006 — 2008
Redgrave LLP February 2015 - Present
BDO USA, LLP August 2014 - February 2015
BDO Consulting February 2013 - August 2014
Goodwin Procter LLP July 2012 - January 2013
Goodwin Procter LLP February 2009 - July 2012
Goodwin Procter LLP February 2011 - June 2012
Goodwin Procter LLP February 2007 - January 2009
Goodwin Procter 1999 - January 2007
Skills
Litigation Support, Document Review, Litigation, LiveNote, Commercial Litigation, Project Management, Relativity, Trials, Forensic Analysis, Legal Writing, Consulting, Legal Research
Education
Boston University 2011 — 2012
Graduate Certificate in Project Management, Project Management
Colby College 1995 — 1999
Bachelor of Arts (BA), Psychology
2na Sports January 2015 - Present
BDO USA, LLP September 2010 - December 2014
Bowne June 1995 - April 2008
Skills
Start-ups, Financial Analysis, Business Development, Strategic Planning, Mergers, Due Diligence, Professional Services, Contract Negotiation, Leadership, Management, Strategy, Process Improvement, Mergers & Acquisitions, Tax, Account Management, New Business Development, SaaS, Accounting, Consulting, Management Consulting, Executive Management, Budgets, Business Strategy, Business Planning, Strategic Partnerships, Competitive Analysis, Sales, Forecasting, Finance, Cross-functional Team..., Business Process..., SEC filings, Entrepreneurship, Risk Management
Education
California Polytechnic State University-San Luis Obispo
BS, Graphic Communications
Startup Institute June 2015 - August 2015
McKesson March 2014 - June 2015
BDO USA, LLP December 2010 - February 2014
Fall Fest Committee, Brandeis University August 2008 - November 2008
CBRE June 2007 - August 2007
Skills
Auditing, Accounting, Marketing Communications, Marketing Strategy, Marketing, Management, GAAP, Accounts Payable, Financial Statements, Financial Accounting
Education
Northeastern University 2009 — 2010
Master of Business Administration (MBA), Masters of Science of Accounting (MSA), Accounting and Business/Management
Brandeis University 2005 — 2009
BS, Economics
Bazaarvoice February 2013 - Present
CSC September 2008 - January 2013
BDO USA, LLP January 2008 - September 2008
Novogradac & Company LLP December 2000 - December 2007
Skills
Tax, Tax Accounting, Tax Advisory, Income Tax, International Tax, Sales Tax, Corporate Tax, Tax Law, Auditing, Finance, Expatriate Management, Expatriate Tax, Tax Research, Transfer Pricing
Education
Boston University - School of Management
Master of Business Administration (M.B.A.)
Boston University - School of Management
Master's Degree, Finance and Financial Management Services
University of the Incarnate Word
Master's Degree, Taxation
Hardin-Simmons University 1996 — 2000
Bachelor's Degree, Accounting
BDO USA, LLP 2012 - Present
Piedmont Natural Gas June 2011 - February 2012
FRITO LAY, INC 2005 - 2010
COLFAX PUMP GROUP 2003 - 2005
Colfax Pump Group 2002 - 2003
Corning Incorporated January 2000 - January 2001
Canal Industries (Company Ceased January 1999 - January 2000
BLUE CROSS AND BLUE SHIELD OF SOUTH CAROLINA January 1998 - January 1999
Skills
Job Analysis, Compensation..., Succession Planning, Applicant Tracking..., Performance Management, Deferred Compensation, Human Resources, HRIS, Personnel Management, Recruiting, Employee Relations, Organizational..., College Recruiting, Talent Acquisition, Training
Education
UNIVERSITY OF SOUTH CAROLINA
Master, Human Resources
Butler University 1992 — 1996
B.A, Psychology
Parkersburg High Shool
BDO USA, LLP January 2008 - Present
Skills
Transaction Advisory..., Mergers & Acquisitions, Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Advisory, Tax Accounting, Due Diligence, CPA, Venture Capital, Private Equity, Recruiting, US GAAP, SEC filings
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Accounting and Finance
Fordham University - Graduate School of Business Administration
BDO USA, LLP July 2013 - Present
Ernst & Young LLP June 2010 - June 2013
Ernst & Young LLP May 2004 - June 2010
Ernst & Young July 1991 - October 2003
Skills
Tax, Real Estate Investment, Compliance, Partnership Taxation, US GAAP, Financial Analysis, Corporate Tax, Tax Accounting, CPA, International Tax, Accounting, Financial Reporting, Due Diligence, Auditing, GAAP, Income Tax, Internal Controls, SEC Filings, Sarbanes-Oxley Act, Financial Accounting
Education
Brigham Young University 1986 — 1991
BS & MAcc, Accounting/Tax
BDO USA, LLP August 2014 - Present
BDO USA, LLP October 2011 - Present
BDO USA, LLP October 2008 - September 2011
BDO USA, LLP June 2006 - September 2008
Skills
SEC filings, US GAAP, Auditing, International Team..., Financial Reporting, Accounting, Sarbanes-Oxley Act, Project Management, Internal Controls, Revenue Recognition, Financial Accounting, Assurance
Education
Suffolk University - Sawyer School of Management
Master's Degree, Accounting
Bryant University
BS, Finance and Economics
Coverys - Corporate Finance May 2015 - Present
Liberty Mutual Insurance - Corporate Internal Reporting October 2014 - May 2015
Liberty Mutual Insurance - Business Insurance Finance December 2012 - October 2014
Liberty Mutual Insurance - Corporate Internal Reporting September 2009 - December 2012
Liberty Mutual Insurance - Liberty Mutual Agency Corporation (LMAC) Accounting December 2005 - September 2009
Samet & Company September 2004 - November 2005
BDO USA, LLP January 2003 - April 2003
Education
Boston University Questrom School of Business 2007 — 2010
Masters, Business Administration
Isenberg School of Management, UMass Amherst 2004 — 2005
Masters, Accounting
Isenberg School of Management, UMass Amherst 2000 — 2004
Bachelors, Accounting
BDO USA, LLP January 2014 - Present
Grant Thornton LLP October 2008 - June 2013
McGladrey January 2008 - August 2008
PricewaterhouseCoopers LLP January 1997 - February 2007
Skills
Tax Law, High Net Worth..., S Corporations
Education
Bradley University
Andrew Silverman, CPA December 2014 - Present
BDO USA, LLP January 2014 - December 2014
KLR October 2012 - April 2013
Andrew Siliverman, CPA January 2010 - September 2012
Rochester Bituminous Products May 2006 - May 2009
Skills
Accounting, Auditing, Budgets, Corporate Tax, Financial Reporting, GAAP, Income Tax, Tax, Tax Preparation
Education
Suffolk University 2011 — 2013
Master's degree, Taxation
Bridgewater State College 2003 — 2006
Bachelor's degree, Accounting
EY May 2014 - Present
EY September 2010 - May 2014
EY 2009 - 2009
Arrow Electronics 2008 - 2009
BDO USA, LLP June 2008 - August 2008
Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Word, Account Reconciliation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
MSA, Accounting
Hofstra University 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
CB&I September 2014 - Present
BDO USA, LLP January 2011 - August 2014
Brigham Young University April 2010 - May 2010
BDO Seidman, LLP January 2009 - April 2009
Skills
Partnership Taxation, Corporate Tax, Personal Income Tax..., Tax Research, ASC 740, JDE Enterprise One, GoSystem Tax RS, Microsoft Excel, Oil & Gas Taxation, Real Estate Taxation, QuickBooks, Staff Supervision, Account Management, Microsoft Word, Adobe, Caseware, Accounting, Bookkeeping, Microsoft Office, Tax Accounting
Education
Brigham Young University 2009 — 2010
Masters, Tax
Brigham Young University - Idaho 2002 — 2009
BS, Accounting
Systems & Technology Research April 2015 - Present
Aspen Technology October 2014 - March 2015
Vistaprint April 2012 - October 2014
Group 1 Automotive 2010 - April 2012
BDO USA, LLP 2007 - 2010
Skills
Accounting, GAAP, SEC filings, US GAAP, Financial Reporting, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, General Ledger, Financial Statements
Education
Bryant University 2003 — 2007
BSBA, Accounting
BDO USA, LLP August 2015 - Present
BDO USA, LLP January 2014 - July 2015
KPMG September 2011 - 2013
KPMG June 2010 - July 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Valuation, Private Equity, Microsoft Excel, Financial Accounting, Due Diligence
Education
Boston College 2007 — 2011
BS, Accounting, Information Systems
BDO USA, LLP July 2014 - Present
- June 2011 - April 2013
Ernst and Young LLP September 2005 - July 2009
E & Y September 2005 - June 2009
slocal.net August 1999 - December 2005
Cal Poly 2004 - 2005
Verizon Wireless October 2002 - April 2003
Arrival Communications March 2001 - March 2002
Cingular Wireless (formerly Pacific Bell Wireless) June 2000 - March 2001
MacSuperstore Inc January 2000 - June 2000
Skills
Sarbanes-Oxley Act, Internal Controls, Governance, Auditing, Information Technology, Security, ERP, IT Audit, CISA, Internal Audit, Information Security..., Information Security, COBIT, Business Process, Risk Management, IT Management
Education
California Polytechnic State University-San Luis Obispo 2005 — 2005
BS, Information Systems
Cuesta College 2001 — 2003
A.A, Business Management
Cuesta College 2001 — 2003
A.S, Management Information Systems, Computer Information Systems
BDO USA, LLP August 2014 - Present
Accenture LLP 2007 - January 2014
DLA Piper US LLP 1999 - 2007
USA Financial Marketing Corporation 1992 - 1995
Skills
Mergers, Joint Ventures, Intellectual Property, Due Diligence, Corporate Governance, Licensing, Mergers & Acquisitions, Corporate Law, Strategy, Venture Capital, Privacy Law, Acquisitions, M&A experience, Restructuring, Private Equity, Management, Integration
Education
Boston College Law School 1996 — 1999
Juris Doctorate
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1999
MBA
Northwestern University
Bachelor of Science
Easton Technical Products November 2014 - Present
Easton Technical Products May 2014 - November 2014
BDO USA, LLP January 2012 - April 2014
BYU-Idaho June 2007 - December 2010
Heritage Propane April 2010 - August 2010
Skills
SEC filings, Accounting, Financial Reporting, GAAP, Financial Accounting, Microsoft Excel, Microsoft Office, VBA, GAAS, Assurance, Auditing, CPA, Budgets
Education
University of Idaho 2011 — 2011
MAcc, Accounting
Brigham Young University - Idaho 2004 — 2010
Bachelor of Science (BS), Accounting
Teck Alaska, Incorporated (Red Dog Mine) November 2013 - Present
BDO USA, LLP January 2011 - November 2012
Skills
Financial Accounting
Education
University of Alaska Anchorage 2009 — 2010
Bachelor's Degree, Accounting
Brigham Young University - Idaho 2008 — 2009
Accounting
BDO USA, LLP June 2013 - Present
Plymouth Rock Assurance May 2011 - June 2013
Nardella & Taylor, LLP October 2010 - May 2011
BDO Seidman, LLP July 2008 - October 2010
Skills
Tax, Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Tax Accounting, SEC filings, Financial Modeling, Tax Research, Corporate Tax, US GAAP, International Tax, Due Diligence, Income Tax, Microsoft Excel
Education
New England School of Law 2011 — 2015
JD, Corporate Law
Boston College 2004 — 2008
B.S., Accounting
McGladrey February 2015 - Present
BDO USA, LLP November 2012 - January 2015
Skills
Auditing, US GAAP, Financial Analysis, SEC filings, GAAP
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
KPMG US May 2015 - Present
BDO USA, LLP February 2013 - March 2015
Mercer February 2011 - October 2012
Ernst & Young January 2006 - February 2011
KPMG 1987 - 2006
Skills
Mergers & Acquisitions, Due Diligence, SEC Filings, Sarbanes-Oxley Act, Tax, Compensation Consutling, Deferred Compensation, Compensation & Benefits, Global Equity, Accounting for Equity
Education
Boston University School of Law
Master of Laws (LL.M.) Taxation
Quinnipiac University School of Law - JD
Zajac Group July 2015 - Present
BDO USA, LLP September 2012 - March 2015
Prado Day Center Homeless Shelter September 2010 - June 2012
BDO USA, LLP June 2011 - August 2011
Skills
US GAAP, Accounting, Auditing, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
B.S., Business Administration - Accounting
BDO USA, LLP August 2015 - Present
BDO USA, LLP July 2013 - July 2015
BDO USA, LLP January 2012 - June 2013
Accounting Society May 2011 - December 2011
Computer Consultants February 2011 - April 2011
Skills
Accounting, Tax Research, Tax, QuickBooks, Corporate Tax, Tax Preparation, Tax Accounting, Income Tax, Financial Accounting, Financial Reporting, Partnership Taxation, CPA, GAAP, S Corporations, Tax Returns, Accounts Payable, US GAAP, Internal Controls
Education
California Baptist University 2009 — 2011
Accounting, Accounting
BDO USA, LLP May 2011 - Present
daniel dennis & co August 2007 - April 2011
Skills
SEC filings, Auditing, Assurance, SOX 404, GAAP, Revenue Recognition, Internal Controls, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, Tax, US GAAP, CPA, Tax Returns, External Audit, Sarbanes-Oxley, Financial Statements, Consolidation, Financial Analysis
Education
Boston University
Bachelors, Accounting
Brookwood Finacial Partners August 2013 - Present
BDO USA, LLP September 2008 - September 2012
DuCharme, McMillen & Associates May 2007 - August 2007
Intercity Home Care Inc. October 2004 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Financial Reporting
Education
Boston College - Carroll School of Management 2010 — 2011
Master of Science (M.S.), Accounting
Ithaca College 2004 — 2008
Bachelor of Science (B.S.), Accounting
Brooks Range Petroleum October 2014 - Present
BDO USA, LLP July 2013 - October 2014
Mikunda, Cottrell & Co., Inc. January 2009 - June 2013
CBIZ MHM, LLC May 2008 - August 2008
Skills
GAAP, Financial Accounting, Microsoft Excel, Financial Reporting, Government Contracting, Accounting, Internal Controls, Auditing, Financial Statements, CPA, QuickBooks, Financial Analysis, Account Reconciliation
Education
Brigham Young University - Idaho 2003 — 2008
BS, Accounting
Morgan Stanley August 2014 - Present
BDO USA, LLP November 2012 - August 2014
Rothstein Kass November 2009 - November 2012
Rothstein Kass June 2008 - August 2008
Skills
Auditing, Hedge Funds, Tax, Microsoft Office, Bloomberg Terminal, Financial Statements, Accounting, Fund Of Funds, Financial Audits, Investments, US GAAP, Financial Services, CPA, Financial Reporting
Education
Boston University - School of Management 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
BDO USA, LLP December 2014 - Present
Deloitte Tax LLP August 2008 - November 2014
Skills
Tax Research, Tax Accounting, Income Tax, Tax Provision..., Big 4, GAAP, Tax Return
Education
Cal Poly San Luis Obispo 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Emerson Industrial Automation June 2005 - Present
ASCO Numatics June 1992 - June 2005
BDO USA, LLP 1987 - 1988
Education
NYU Stern School of Business 1990 — 1992
Master of Business Administration (MBA), Finance and international business
Boston University 1983 — 1987
BSBA, Accounting
BDO USA, LLP January 2014 - Present
Jia Xin Hong Lin Hwa Leather Chemical Company Ltd. August 2012 - December 2013
Deloitte September 2009 - July 2012
Skills
Auditing, IFRS, External Audit, Internal Controls, Financial Reporting, Big 4, Assurance, Financial Audits
Education
Boston College - Carroll School of Management 2005 — 2009
Bachelor of Science (BS), Accounting/Finance
Hein & Associates January 2015 - Present
BDO USA, LLP October 2012 - January 2015
BDO USA, LLP September 2014 - October 2014
JP Services, Inc November 2009 - July 2012
Skyline Ridge September 2005 - July 2012
Skills
US GAAP, GAAP, SEC filings, CPA, Auditing, Assurance, Internal Controls, External Audit, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
Bachelor's Degree, Accounting
BDO USA, LLP November 2014 - Present
PwC June 2013 - November 2014
Abrams Little-Gill Loberfeld PC September 2006 - May 2013
Skills
Income Tax, Tax Accounting, Accounting, US GAAP, Personal Income Tax..., Tax Advisory
Education
Northeastern University 2013 — 2016
Master's Degree, Taxation
Boston University 2002 — 2006
Bachelor's Degree, Accounting and Finance