Boulay Company
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Boulay Employees
Employee
Years
Job
Industry
Kris Braaten, CPA Kris Braaten, CPA's Boulay Experience February 2011 - Present
Job Assistant Controller at Boulay
Industry Entertainment
Experience
Boulay February 2011 - Present
Lorie Line Music, Inc. May 2009 - February 2011
Cargill April 2008 - May 2009
Skills
ADP Payroll, System Conversion, Internal Reporting, Accounting, General Ledger, Financial Reporting, Outlook, Payroll, Journal Entries, Account Reconciliation, Invoicing, Financial Analysis, Microsoft Office, Financial Statements, Financial Accounting, Budgets, Microsoft Excel
Education
Concordia College 2005 — 2009
BA, Accounting, Business
Boulay February 2011 - Present
Lorie Line Music, Inc. May 2009 - February 2011
Cargill April 2008 - May 2009
Skills
ADP Payroll, System Conversion, Internal Reporting, Accounting, General Ledger, Financial Reporting, Outlook, Payroll, Journal Entries, Account Reconciliation, Invoicing, Financial Analysis, Microsoft Office, Financial Statements, Financial Accounting, Budgets, Microsoft Excel
Education
Concordia College 2005 — 2009
BA, Accounting, Business
Steven Herrig Steven Herrig's Boulay Experience October 2015 - Present
Job Audit Associate at Boulay
Industry Accounting
Experience
Boulay October 2015 - Present
Sleep Number by Select Comfort July 2015 - September 2015
Barton, Walter & Krier, P.C. January 2015 - April 2015
Minnesota State University, Mankato August 2011 - January 2015
The Kenrich Group LLC May 2014 - August 2014
Herrig's Construction Inc. June 2007 - May 2014
Skills
Accounting, Teamwork, Communication Skills, Microsoft Excel, Technical Writing, Construction, Microsoft Word, Microsoft Office, PowerPoint, Leadership, Time Management
Education
Minnesota State University, Mankato 2010 — 2014
Bachelor's degree, Accounting and Human Resource Management
Boulay October 2015 - Present
Sleep Number by Select Comfort July 2015 - September 2015
Barton, Walter & Krier, P.C. January 2015 - April 2015
Minnesota State University, Mankato August 2011 - January 2015
The Kenrich Group LLC May 2014 - August 2014
Herrig's Construction Inc. June 2007 - May 2014
Skills
Accounting, Teamwork, Communication Skills, Microsoft Excel, Technical Writing, Construction, Microsoft Word, Microsoft Office, PowerPoint, Leadership, Time Management
Education
Minnesota State University, Mankato 2010 — 2014
Bachelor's degree, Accounting and Human Resource Management
Courtney Bonnstetter Courtney Bonnstetter's Boulay Experience November 2014 - Present
Job Tax Associate at Boulay
Industry Accounting
Experience
Boulay November 2014 - Present
Boulay January 2014 - April 2014
Sherwin Williams May 2012 - August 2013
The Lookout Bar and Grill May 2011 - June 2013
Fox Hollow Golf Club June 2007 - August 2012
Minnesota State University September 2011 - December 2011
Skills
Accounting, QuickBooks, Leadership, PowerPoint, Customer Service, Microsoft Word, Customer Satisfaction, Restaurants, Oral and Written..., Computer Skills, Time Management, Teamwork, Telephone Skills, Microsoft Excel
Education
Minnesota State University, Mankato 2009 — 2014
Bachelor's Degree, Accounting and Business/Management
Rogers High School 2005 — 2009
Diploma
Boulay November 2014 - Present
Boulay January 2014 - April 2014
Sherwin Williams May 2012 - August 2013
The Lookout Bar and Grill May 2011 - June 2013
Fox Hollow Golf Club June 2007 - August 2012
Minnesota State University September 2011 - December 2011
Skills
Accounting, QuickBooks, Leadership, PowerPoint, Customer Service, Microsoft Word, Customer Satisfaction, Restaurants, Oral and Written..., Computer Skills, Time Management, Teamwork, Telephone Skills, Microsoft Excel
Education
Minnesota State University, Mankato 2009 — 2014
Bachelor's Degree, Accounting and Business/Management
Rogers High School 2005 — 2009
Diploma
Lauren Erickson Lauren Erickson's Boulay Experience January 2015 - March 2015
Job Student at Gustavus Adolphus College
Industry Accounting
Experience
Gustavus Adolphus College September 2014 - Present
Depot Bar and Grill January 2010 - Present
Boulay January 2015 - March 2015
Boulay July 2014 - July 2014
Abdo Eick & Meyers, LLP May 2014 - May 2014
Skills
Accounting, Financial Accounting, Financial Reporting, Cash Management, Spreadsheets, Sarbanes-Oxley Act, Forecasting, PeopleSoft, Fixed Assets, Strategic Financial..., Leadership, Teamwork, Management
Education
Gustavus Adolphus College 2011 — 2015
Bachelor of Arts (BA), Public Accounting
Faribault High School 2007 — 2011
Gustavus Adolphus College September 2014 - Present
Depot Bar and Grill January 2010 - Present
Boulay January 2015 - March 2015
Boulay July 2014 - July 2014
Abdo Eick & Meyers, LLP May 2014 - May 2014
Skills
Accounting, Financial Accounting, Financial Reporting, Cash Management, Spreadsheets, Sarbanes-Oxley Act, Forecasting, PeopleSoft, Fixed Assets, Strategic Financial..., Leadership, Teamwork, Management
Education
Gustavus Adolphus College 2011 — 2015
Bachelor of Arts (BA), Public Accounting
Faribault High School 2007 — 2011
Rebecca Swanson, CPA, PMP Rebecca Swanson, CPA, PMP's Boulay Experience 2009 - August 2013
Job Supervisor at McGladrey
Industry Accounting
Experience
McGladrey September 2013 - Present
Boulay 2009 - August 2013
Skills
US GAAP, CPA, Accounting, GAAP, Financial Accounting, Auditing
Education
Gustavus Adolphus College 2005 — 2009
Bachelor Degree, Accounting
McGladrey September 2013 - Present
Boulay 2009 - August 2013
Skills
US GAAP, CPA, Accounting, GAAP, Financial Accounting, Auditing
Education
Gustavus Adolphus College 2005 — 2009
Bachelor Degree, Accounting
Alec Grande Alec Grande's Boulay Experience January 2013 - December 2013
Job Financial Auditor at North Dakota State Auditor's Office
Industry Accounting
Experience
North Dakota State Auditor's Office January 2014 - Present
Boulay January 2013 - December 2013
Fuel Force Convenience Store May 2012 - December 2012
Jackson Hewitt Tax Service January 2012 - April 2012
State Bank & Trust May 2011 - December 2011
Jackson Hewitt January 2011 - April 2011
US Bank November 2009 - January 2011
Hornbachers Foods June 2002 - January 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Auditing, QuickBooks, Accounts Payable, General Ledger, Finance, Tax, Internal Controls, GAAP, Cash Flow, Analysis, PowerPoint, Access, Income Tax, Forecasting, Tax Preparation, Process Improvement, Cost Accounting, CPA, Financial Audits, Business Planning, Financial Modeling, Tax Returns, Account Reconciliation, Financial Statements, Teamwork, SEC filings, Leadership, Management, Economics, Business Process..., Small Business, Corporate Tax, US GAAP, Spreadsheets, Accounts Receivable, Risk Management
Education
North Dakota State University 2011 — 2012
MAcc, Accounting
North Dakota State University 2003 — 2008
Finance, Business, Accounting, Finance
North Dakota State Auditor's Office January 2014 - Present
Boulay January 2013 - December 2013
Fuel Force Convenience Store May 2012 - December 2012
Jackson Hewitt Tax Service January 2012 - April 2012
State Bank & Trust May 2011 - December 2011
Jackson Hewitt January 2011 - April 2011
US Bank November 2009 - January 2011
Hornbachers Foods June 2002 - January 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Auditing, QuickBooks, Accounts Payable, General Ledger, Finance, Tax, Internal Controls, GAAP, Cash Flow, Analysis, PowerPoint, Access, Income Tax, Forecasting, Tax Preparation, Process Improvement, Cost Accounting, CPA, Financial Audits, Business Planning, Financial Modeling, Tax Returns, Account Reconciliation, Financial Statements, Teamwork, SEC filings, Leadership, Management, Economics, Business Process..., Small Business, Corporate Tax, US GAAP, Spreadsheets, Accounts Receivable, Risk Management
Education
North Dakota State University 2011 — 2012
MAcc, Accounting
North Dakota State University 2003 — 2008
Finance, Business, Accounting, Finance
Kevin Eidsmo Kevin Eidsmo's Boulay Experience January 2013 - August 2014
Job Tax Senior Quantitative Services at EY
Industry Accounting
Experience
EY September 2014 - Present
Boulay January 2013 - August 2014
Deloitte January 2009 - January 2013
Skills
Tax, Tax Advisory, Income Tax, Accounting, Corporate Tax, Tax Research, Tax Preparation
Education
University of St. Thomas 2008 — 2009
Masters of Science, Accounting
Saint Mary's University of Minnesota 2006 — 2008
Bachelor of Arts (B.A.), Accounting
St. Olaf College 2004 — 2006
EY September 2014 - Present
Boulay January 2013 - August 2014
Deloitte January 2009 - January 2013
Skills
Tax, Tax Advisory, Income Tax, Accounting, Corporate Tax, Tax Research, Tax Preparation
Education
University of St. Thomas 2008 — 2009
Masters of Science, Accounting
Saint Mary's University of Minnesota 2006 — 2008
Bachelor of Arts (B.A.), Accounting
St. Olaf College 2004 — 2006
Mariah Stenzel Mariah Stenzel's Boulay Experience January 2014 - Present
Job Tax Associate at Boulay
Industry Accounting
Experience
Boulay January 2014 - Present
Disability Resources September 2011 - December 2013
Duluth Entertainment Convention Center October 2010 - December 2013
Northwestern Mutual May 2013 - September 2013
Kohl's Department Stores September 2012 - January 2013
Valleyfair Family Amusement Park May 2011 - October 2011
Cub Foods June 2008 - September 2010
Skills
Customer Service, Microsoft Excel, Microsoft Word, Teamwork, Dependable Team Player, QuickBooks, Management, ProSystem fx Tax, Time Management, Leadership, Critical Thinking, PowerPoint, Money Guide Pro, Logic, Organization, Junxure, Morningstar, Data Entry, Finance, Taxwise, Accounting, Financial Analysis, Microsoft Office
Education
University of Minnesota-Duluth 2010 — 2013
Bachelor of Accounting, Accounting, Finance, and Financial Planning, Senior
Southwest Minnesota State University 2008 — 2010
Generals
Boulay January 2014 - Present
Disability Resources September 2011 - December 2013
Duluth Entertainment Convention Center October 2010 - December 2013
Northwestern Mutual May 2013 - September 2013
Kohl's Department Stores September 2012 - January 2013
Valleyfair Family Amusement Park May 2011 - October 2011
Cub Foods June 2008 - September 2010
Skills
Customer Service, Microsoft Excel, Microsoft Word, Teamwork, Dependable Team Player, QuickBooks, Management, ProSystem fx Tax, Time Management, Leadership, Critical Thinking, PowerPoint, Money Guide Pro, Logic, Organization, Junxure, Morningstar, Data Entry, Finance, Taxwise, Accounting, Financial Analysis, Microsoft Office
Education
University of Minnesota-Duluth 2010 — 2013
Bachelor of Accounting, Accounting, Finance, and Financial Planning, Senior
Southwest Minnesota State University 2008 — 2010
Generals
Scott Pollei Scott Pollei's Boulay Experience September 2014 - Present
Job Chief Operating Officer at Boulay
Industry Legal Services
Experience
Boulay September 2014 - Present
Catholic Charities of St. Paul and Minneapolis 2010 - Present
Crescent Electric Supply Company 2011 - Present
The Dolan Company August 2009 - March 2014
Habitat for Humanity of Minnesota 2007 - 2012
The Dolan Company January 1994 - July 2009
KPMG US August 1983 - January 1994
Twin Cities Habitat for Humanity 1990 - 1993
Skills
Financial Analysis, Vendor Management, Non-profit Leadership, Strategic Planning, Budgets, Leadership, Management, Financial Reporting, New Business Development, Sales Management, Public Speaking, Business Strategy, IT Management, Employee Relations, Negotiation, Private Equity, IPO, Accounting, Mergers & Acquisitions, Insurance, SEC Financial Reporting, Investor Relations, Corporate Tax
Education
Luther College 1979 — 1983
Bachelor's degree, Accounting, cum laude
Boulay September 2014 - Present
Catholic Charities of St. Paul and Minneapolis 2010 - Present
Crescent Electric Supply Company 2011 - Present
The Dolan Company August 2009 - March 2014
Habitat for Humanity of Minnesota 2007 - 2012
The Dolan Company January 1994 - July 2009
KPMG US August 1983 - January 1994
Twin Cities Habitat for Humanity 1990 - 1993
Skills
Financial Analysis, Vendor Management, Non-profit Leadership, Strategic Planning, Budgets, Leadership, Management, Financial Reporting, New Business Development, Sales Management, Public Speaking, Business Strategy, IT Management, Employee Relations, Negotiation, Private Equity, IPO, Accounting, Mergers & Acquisitions, Insurance, SEC Financial Reporting, Investor Relations, Corporate Tax
Education
Luther College 1979 — 1983
Bachelor's degree, Accounting, cum laude
Deidre Corniea Deidre Corniea's Boulay Experience February 2015 - Present
Job Contract Controller/CFO, Personal Accountant to Business Executives
Industry Accounting
Experience
AVL Growth Partners March 2015 - Present
Boulay February 2015 - Present
SNI CERTES FINANCIAL PROS June 2014 - Present
Ohms Lane October 2013 - Present
SNI CERTES FINANCIAL PROS July 2015 - September 2015
AVL Growth Partners April 2015 - July 2015
Vugo May 2015 - June 2015
SNI CERTES FINANCIAL PROS February 2015 - March 2015
Minneapolis Ragstock Co July 2014 - January 2015
Development Dialogues January 2009 - November 2013
Skills
Financial Reporting, Accounting, General Ledger, Auditing, Budgets, Finance, Financial Statements, GAAP, Variance Analysis, Internal Controls, Financial Analysis, Small Business, Forecasting, Financial Modeling, CPA, Fixed Assets, Accruals, Account Reconciliation, Journal Entries, Financial Accounting
Education
University of Minnesota-Twin Cities 1980 — 1985
Bachelor of Science (BS), Business/Accounting
AVL Growth Partners March 2015 - Present
Boulay February 2015 - Present
SNI CERTES FINANCIAL PROS June 2014 - Present
Ohms Lane October 2013 - Present
SNI CERTES FINANCIAL PROS July 2015 - September 2015
AVL Growth Partners April 2015 - July 2015
Vugo May 2015 - June 2015
SNI CERTES FINANCIAL PROS February 2015 - March 2015
Minneapolis Ragstock Co July 2014 - January 2015
Development Dialogues January 2009 - November 2013
Skills
Financial Reporting, Accounting, General Ledger, Auditing, Budgets, Finance, Financial Statements, GAAP, Variance Analysis, Internal Controls, Financial Analysis, Small Business, Forecasting, Financial Modeling, CPA, Fixed Assets, Accruals, Account Reconciliation, Journal Entries, Financial Accounting
Education
University of Minnesota-Twin Cities 1980 — 1985
Bachelor of Science (BS), Business/Accounting
Paul Croke Paul Croke's Boulay Experience January 1997 - May 2000
Job Director of Forecasting & Risk Analysis at TCF Bank
Industry Financial Services
Experience
TCF Bank September 2014 - Present
TCF Bank April 2013 - August 2014
GE Capital, Fleet Services May 2004 - April 2013
College City Beverage, Inc. May 2000 - April 2004
Boulay January 1997 - May 2000
Skills
Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, Process Improvement, Mergers, Management
Education
University of Wisconsin-Eau Claire 1992 — 1996
Accounting
Metropolitan State University 2001 — 2003
MBA
TCF Bank September 2014 - Present
TCF Bank April 2013 - August 2014
GE Capital, Fleet Services May 2004 - April 2013
College City Beverage, Inc. May 2000 - April 2004
Boulay January 1997 - May 2000
Skills
Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, Process Improvement, Mergers, Management
Education
University of Wisconsin-Eau Claire 1992 — 1996
Accounting
Metropolitan State University 2001 — 2003
MBA
Pat Schneeman Pat Schneeman's Boulay Experience January 2014 - Present
Job Associate, at Boulay
Industry Financial Services
Experience
Boulay January 2014 - Present
Securian Financial Group June 2007 - January 2014
TCF Bank 2005 - 2007
Education
Marquette University 2001 — 2005
St. Thomas Academy
Boulay January 2014 - Present
Securian Financial Group June 2007 - January 2014
TCF Bank 2005 - 2007
Education
Marquette University 2001 — 2005
St. Thomas Academy
Elizabeth Frye, SPHR Elizabeth Frye, SPHR's Boulay Experience August 2010 - Present
Job Director Human Resources at Boulay
Industry Accounting
Experience
Boulay August 2010 - Present
Lyman Lumber Company March 1997 - November 2009
Nordictrack October 1995 - February 1997
RedZone Robotics March 1994 - June 1995
Belcan June 1992 - March 1994
Kraft Foods Group October 1989 - March 1992
Skills
Performance Management, Benefits, Organizational..., Employment Law, Legal Compliance, Talent Acquisition, Benefits Administration, Talent Management, Change Management, Leadership Development, Employee Benefits, Onboarding, Compensation & Benefit, Deferred Compensation, Succession Planning, New Hire Orientations, HR Policies, Employee Relations, Payroll, Project Management, Human Resources, HRIS, Leadership, Employee Training, Compensation, Interviews, Personnel Management, Recruiting
Education
University of Minnesota Duluth 1981 — 1986
Eisenhower High School
Minnesota SHRM Conferences
Upper Midwest Employment Law Institute
Boulay August 2010 - Present
Lyman Lumber Company March 1997 - November 2009
Nordictrack October 1995 - February 1997
RedZone Robotics March 1994 - June 1995
Belcan June 1992 - March 1994
Kraft Foods Group October 1989 - March 1992
Skills
Performance Management, Benefits, Organizational..., Employment Law, Legal Compliance, Talent Acquisition, Benefits Administration, Talent Management, Change Management, Leadership Development, Employee Benefits, Onboarding, Compensation & Benefit, Deferred Compensation, Succession Planning, New Hire Orientations, HR Policies, Employee Relations, Payroll, Project Management, Human Resources, HRIS, Leadership, Employee Training, Compensation, Interviews, Personnel Management, Recruiting
Education
University of Minnesota Duluth 1981 — 1986
Eisenhower High School
Minnesota SHRM Conferences
Upper Midwest Employment Law Institute
Brett Sorenson Brett Sorenson's Boulay Experience December 2013 - Present
Job Accounting Advisory Associate at Boulay
Industry Accounting
Experience
Boulay December 2013 - Present
Olsen Thielen & Co., LTD October 2012 - December 2013
Advanced Medical Electronics April 2012 - October 2012
Cretex Concrete Products May 2011 - September 2011
Skills
Accounting, Tax, PowerPoint, Budgets, Finance, Financial Reporting, Financial Accounting, Auditing, Financial Analysis, General Ledger, QuickBooks, Accounts Payable, Tax Preparation, Corporate Tax, Microsoft Excel, SEC filings, Access, Forecasting
Education
Augsburg College 2008 — 2012
Bachelor's degree, Accounting, Finance, Business Administration
Boulay December 2013 - Present
Olsen Thielen & Co., LTD October 2012 - December 2013
Advanced Medical Electronics April 2012 - October 2012
Cretex Concrete Products May 2011 - September 2011
Skills
Accounting, Tax, PowerPoint, Budgets, Finance, Financial Reporting, Financial Accounting, Auditing, Financial Analysis, General Ledger, QuickBooks, Accounts Payable, Tax Preparation, Corporate Tax, Microsoft Excel, SEC filings, Access, Forecasting
Education
Augsburg College 2008 — 2012
Bachelor's degree, Accounting, Finance, Business Administration
Danielle Kennedy, CPA Danielle Kennedy, CPA's Boulay Experience January 2014 - Present
Job Tax Associate at Boulay
Industry Accounting
Experience
Boulay January 2014 - Present
Prepare + Prosper June 2013 - October 2014
TRI-CAP January 2013 - April 2013
iBeach March 2009 - October 2012
Skills
Accounting, Finance, Tax Preparation, Tax Law, US GAAP, Business Ethics, Critical Thinking, Strategic Planning, Leadership, Collaboration, Customer Service, Communication, Organization, Research, Microsoft Excel, Microsoft Office, Time Management, Teamwork
Education
St. Cloud State University - Herberger Business School 2009 — 2013
Bachelor of Science, Accounting and Finance, Cum Laude
Boulay January 2014 - Present
Prepare + Prosper June 2013 - October 2014
TRI-CAP January 2013 - April 2013
iBeach March 2009 - October 2012
Skills
Accounting, Finance, Tax Preparation, Tax Law, US GAAP, Business Ethics, Critical Thinking, Strategic Planning, Leadership, Collaboration, Customer Service, Communication, Organization, Research, Microsoft Excel, Microsoft Office, Time Management, Teamwork
Education
St. Cloud State University - Herberger Business School 2009 — 2013
Bachelor of Science, Accounting and Finance, Cum Laude
Julie Brown, PHR Julie Brown, PHR's Boulay Experience June 2007 - Present
Job Senior HR Representative & Recruiter at Boulay
Industry Human Resources
Experience
Boulay June 2007 - Present
Ernst & Young 2005 - 2007
Mall of America 2004 - 2005
Skills
Performance Management, Recruiting, Human Resources, Leadership, Program Management, New Hire Orientations, Onboarding, HRIS, Talent Management, Talent Acquisition, Benefits Administration, Employee Relations, Employee Benefits, HR Policies, Organizational..., Payroll, College Recruiting
Education
Saint Mary's University of Minnesota 2012 — 2015
Master's of Arts, Human Resource Management
University of Wisconsin-Eau Claire 1999 — 2004
Organizational Communications, Certificates Awarded: Training & Development, Advanced Business Communications, Business Leadership
Boulay June 2007 - Present
Ernst & Young 2005 - 2007
Mall of America 2004 - 2005
Skills
Performance Management, Recruiting, Human Resources, Leadership, Program Management, New Hire Orientations, Onboarding, HRIS, Talent Management, Talent Acquisition, Benefits Administration, Employee Relations, Employee Benefits, HR Policies, Organizational..., Payroll, College Recruiting
Education
Saint Mary's University of Minnesota 2012 — 2015
Master's of Arts, Human Resource Management
University of Wisconsin-Eau Claire 1999 — 2004
Organizational Communications, Certificates Awarded: Training & Development, Advanced Business Communications, Business Leadership
Carol Mackey Carol Mackey's Boulay Experience October 1991 - Present
Job Tax Manager at Boulay
Industry Accounting
Experience
Boulay October 1991 - Present
KPMG 1987 - 1989
Education
St. Cloud State University 1986 — 1987
Accounting
University of Minnesota-Twin Cities 1981 — 1985
BSB Accounting, Accounting
Alexander Ramsey High School
Boulay October 1991 - Present
KPMG 1987 - 1989
Education
St. Cloud State University 1986 — 1987
Accounting
University of Minnesota-Twin Cities 1981 — 1985
BSB Accounting, Accounting
Alexander Ramsey High School
Annette Martig Annette Martig's Boulay Experience September 2013 - Present
Job Senior Associate at Boulay
Industry Accounting
Experience
Boulay September 2013 - Present
ROCK Academy & Master's Academy September 2003 - January 2015
Self employed September 2012 - August 2013
Best & Flanagan, LLP December 1997 - April 2000
Best & Flanagan, LLP December 1994 - December 1997
Law Offices of Kristi Weiler Dean August 1993 - September 1994
Norwest Bank December 1989 - June 1993
Skills
Estate Planning, Litigation, Teaching, Public Speaking, Editing, Research, Tutoring, Community Outreach, Childcare, Proofreading, Microsoft Office, Curriculum Development, Microsoft Word, Child Development, Courts, Wills
Education
Minnesota State University, Moorhead 1985 — 1989
Bachelor of Science Degree, Paralegal Studies
College of St. Catherine
Boston University, Cannon Financial Institute, American Institute of Banking
Boulay September 2013 - Present
ROCK Academy & Master's Academy September 2003 - January 2015
Self employed September 2012 - August 2013
Best & Flanagan, LLP December 1997 - April 2000
Best & Flanagan, LLP December 1994 - December 1997
Law Offices of Kristi Weiler Dean August 1993 - September 1994
Norwest Bank December 1989 - June 1993
Skills
Estate Planning, Litigation, Teaching, Public Speaking, Editing, Research, Tutoring, Community Outreach, Childcare, Proofreading, Microsoft Office, Curriculum Development, Microsoft Word, Child Development, Courts, Wills
Education
Minnesota State University, Moorhead 1985 — 1989
Bachelor of Science Degree, Paralegal Studies
College of St. Catherine
Boston University, Cannon Financial Institute, American Institute of Banking
Alex Lindemann, CPA's Boulay Experience September 2011 - Present
Job Senior Audit Associate at Boulay
Industry Accounting
Experience
Boulay September 2011 - Present
Eide Bailly LLP January 2010 - March 2010
Skills
Auditing, Accounting, GAAP, Financial Reporting, Financial Accounting, Microsoft Office, CPA, General Ledger, Internal Controls, Tax, Financial Analysis, SEC Financial Reporting
Education
The University of North Dakota 2006 — 2011
Bachelor of Accountancy
Boulay September 2011 - Present
Eide Bailly LLP January 2010 - March 2010
Skills
Auditing, Accounting, GAAP, Financial Reporting, Financial Accounting, Microsoft Office, CPA, General Ledger, Internal Controls, Tax, Financial Analysis, SEC Financial Reporting
Education
The University of North Dakota 2006 — 2011
Bachelor of Accountancy
Jeff Olsen Jeff Olsen's Boulay Experience 2006 - 2006
Job Analyst at Land O' Lakes
Industry Food & Beverages
Experience
Land O'Lakes, Inc. February 2014 - Present
Land O'Lakes November 2012 - February 2014
KPMG September 2007 - November 2012
Boulay 2006 - 2006
Skills
US GAAP, External Audit, CPA, Essbase, Accounting, SEC filings
Education
University of Minnesota - Carlson School of Management 2014 — 2018
Master of Business Administration (MBA)
University of Wisconsin-Eau Claire 2004 — 2007
BBA, Accounting
Land O'Lakes, Inc. February 2014 - Present
Land O'Lakes November 2012 - February 2014
KPMG September 2007 - November 2012
Boulay 2006 - 2006
Skills
US GAAP, External Audit, CPA, Essbase, Accounting, SEC filings
Education
University of Minnesota - Carlson School of Management 2014 — 2018
Master of Business Administration (MBA)
University of Wisconsin-Eau Claire 2004 — 2007
BBA, Accounting
Kris Dierkhising Kris Dierkhising's Boulay Experience December 2003 - May 2007
Job Owner, Bottom Line Accounting Services, LLC
Industry Accounting
Experience
Bottom Line Accounting Services, LLC May 2009 - Present
Blanski Peter Kronlage & Zoch, P.A. October 2007 - May 2009
Boulay December 2003 - May 2007
Skills
Accounting, Business Analysis, Cash Management, Financial Reporting, Management Consulting, Due Diligence, General Ledger, Tax
Education
Keller Graduate School of Management of DeVry University 2010 — 2016
MBA, Accounting and Business/Management
University of Saint Thomas 1999 — 2003
Bachelors of Science, Accounting
Bottom Line Accounting Services, LLC May 2009 - Present
Blanski Peter Kronlage & Zoch, P.A. October 2007 - May 2009
Boulay December 2003 - May 2007
Skills
Accounting, Business Analysis, Cash Management, Financial Reporting, Management Consulting, Due Diligence, General Ledger, Tax
Education
Keller Graduate School of Management of DeVry University 2010 — 2016
MBA, Accounting and Business/Management
University of Saint Thomas 1999 — 2003
Bachelors of Science, Accounting
Cindy Barta's Boulay Experience October 2011 - September 2015
Job Manager
Industry Accounting
Experience
Abdo Eick & Meyers, LLP September 2015 - Present
Boulay October 2011 - September 2015
Hansen, Jergenson, Nergaard & Co., LLP September 2007 - October 2011
Skills
Tax, QuickBooks, Income Tax, Corporate Tax, Tax Research, GAAP
Education
University of Minnesota - Carlson School of Management 2009 — 2012
Master of Business Taxation, Business Taxation
Metropolitan State University 2005 — 2007
B.S., Accounting
Abdo Eick & Meyers, LLP September 2015 - Present
Boulay October 2011 - September 2015
Hansen, Jergenson, Nergaard & Co., LLP September 2007 - October 2011
Skills
Tax, QuickBooks, Income Tax, Corporate Tax, Tax Research, GAAP
Education
University of Minnesota - Carlson School of Management 2009 — 2012
Master of Business Taxation, Business Taxation
Metropolitan State University 2005 — 2007
B.S., Accounting
Jennifer Gaveske Jennifer Gaveske's Boulay Experience November 2014 - Present
Job Supervisor (Accounting Advisory) at Boulay
Industry Accounting
Experience
Boulay November 2014 - Present
North Corp: The Bachelor Farmer / Marvel Bar / Askov Finlayson June 2013 - January 2015
Boulay, Heutmaker, Zibell & Co. P.L.L.P. September 2012 - June 2013
Lawrence Cumpston & Assoc, PLLP January 2009 - September 2012
Aerosim Technologies April 2008 - December 2008
Copeland Buhl & Company January 2007 - April 2008
University of North Dakota August 2006 - December 2006
Skills
Microsoft Office, Quicken, ACL, GoTo Assist, Citrix, T-Value 5, ProSystems Fx Suite, CS Professional Suite, Auditing, Accounting, Tax, PowerPoint, Outlook, Financial Reporting, Supervisory Skills, Analysis, Audit, Documentation, Research, Contract Negotiation, General Ledger, Windows, Planning, Bookkeeping, Small Business, Financial Planning, Internal Controls, Internal Audit, Accounts Payable, Accounts Receivable, Financial Accounting, Account Reconciliation, Cost Accounting, GAAP, Fixed Assets, Spreadsheets, Reconciliation, Journal Entries, Tax Preparation, Business Planning, Reconciliations, Income Tax, Team Leadership, Cash Flow, QuickBooks, Software Documentation, Microsoft Excel, Microsoft Word, Project Planning, Corporate Tax
Education
Saint Cloud State University - G.R. Herberger College of Business 2007 — 2008
Bachelor of Science, Accounting
The University of North Dakota 2004 — 2007
Bachelor of Art, Fine Art
Boulay November 2014 - Present
North Corp: The Bachelor Farmer / Marvel Bar / Askov Finlayson June 2013 - January 2015
Boulay, Heutmaker, Zibell & Co. P.L.L.P. September 2012 - June 2013
Lawrence Cumpston & Assoc, PLLP January 2009 - September 2012
Aerosim Technologies April 2008 - December 2008
Copeland Buhl & Company January 2007 - April 2008
University of North Dakota August 2006 - December 2006
Skills
Microsoft Office, Quicken, ACL, GoTo Assist, Citrix, T-Value 5, ProSystems Fx Suite, CS Professional Suite, Auditing, Accounting, Tax, PowerPoint, Outlook, Financial Reporting, Supervisory Skills, Analysis, Audit, Documentation, Research, Contract Negotiation, General Ledger, Windows, Planning, Bookkeeping, Small Business, Financial Planning, Internal Controls, Internal Audit, Accounts Payable, Accounts Receivable, Financial Accounting, Account Reconciliation, Cost Accounting, GAAP, Fixed Assets, Spreadsheets, Reconciliation, Journal Entries, Tax Preparation, Business Planning, Reconciliations, Income Tax, Team Leadership, Cash Flow, QuickBooks, Software Documentation, Microsoft Excel, Microsoft Word, Project Planning, Corporate Tax
Education
Saint Cloud State University - G.R. Herberger College of Business 2007 — 2008
Bachelor of Science, Accounting
The University of North Dakota 2004 — 2007
Bachelor of Art, Fine Art
Katie Weis, CPA Katie Weis, CPA's Boulay Experience January 2014 - Present
Job Tax Associate at Boulay
Industry Accounting
Experience
Boulay January 2014 - Present
The Learning Lodge May 2009 - December 2013
Jasicki Tax and Finacial January 2008 - April 2013
Skills
Microsoft Excel, Drake Tax Software, Tax Preparation, Curriculum Development, Customer Satisfaction, Tax, Tax Returns, Microsoft Word, QuickBooks, PowerPoint, Accounting
Education
St. Catherine University 2010 — 2013
Bachelor of Science (B.S.), Accounting
Anoka Ramsey Community College 2007 — 2010
Associate of Arts (A.A.)
Boulay January 2014 - Present
The Learning Lodge May 2009 - December 2013
Jasicki Tax and Finacial January 2008 - April 2013
Skills
Microsoft Excel, Drake Tax Software, Tax Preparation, Curriculum Development, Customer Satisfaction, Tax, Tax Returns, Microsoft Word, QuickBooks, PowerPoint, Accounting
Education
St. Catherine University 2010 — 2013
Bachelor of Science (B.S.), Accounting
Anoka Ramsey Community College 2007 — 2010
Associate of Arts (A.A.)
Ali Zeman Ali Zeman's Boulay Experience September 2014 - Present
Job Audit Associate at Boulay
Industry Accounting
Experience
Boulay September 2014 - Present
Intelligent InSites September 2012 - May 2014
Silvola Family May 2010 - August 2013
Boulay January 2013 - April 2013
Prairie Heights Community Church March 2012 - May 2012
Ruby Tuesday November 2011 - May 2012
North Dakota State University August 2010 - December 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Photoshop, Blogger, Accounting, Outlook, Accounts Payable, Leadership, Tax Preparation, Social Media Marketing, QuickBooks, Marketing, Mac OS X, Dreamweaver, Data Entry, Positive Team Player, Customer Service, Positive Can-do Attitude, Expense Reports, Blogging, Journal Entries
Education
North Dakota State University 2010 — 2014
Bachelor of Science (BS), Accounting
University of Antwerp 2011 — 2011
European Union
University of St. Thomas 2009 — 2010
Boulay September 2014 - Present
Intelligent InSites September 2012 - May 2014
Silvola Family May 2010 - August 2013
Boulay January 2013 - April 2013
Prairie Heights Community Church March 2012 - May 2012
Ruby Tuesday November 2011 - May 2012
North Dakota State University August 2010 - December 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Photoshop, Blogger, Accounting, Outlook, Accounts Payable, Leadership, Tax Preparation, Social Media Marketing, QuickBooks, Marketing, Mac OS X, Dreamweaver, Data Entry, Positive Team Player, Customer Service, Positive Can-do Attitude, Expense Reports, Blogging, Journal Entries
Education
North Dakota State University 2010 — 2014
Bachelor of Science (BS), Accounting
University of Antwerp 2011 — 2011
European Union
University of St. Thomas 2009 — 2010
Molly Sebold Molly Sebold's Boulay Experience November 2004 - Present
Job Senior Wealth Advisor at Boulay
Industry Financial Services
Experience
Boulay November 2004 - Present
Skills
Tax, Securities, Strategic Financial..., CPA, Financial Analysis, Financial Reporting, Accounting, Insurance, Financial Advisory, Wealth, Trading, Due Diligence, SEC filings, Mergers & Acquisitions, Personal Tax Planning
Education
University of Minnesota-Twin Cities 1992 — 1994
Master of Business Administration (MBA), Accounting
University of Notre Dame 1977 — 1980
B.A., Economics
Boulay November 2004 - Present
Skills
Tax, Securities, Strategic Financial..., CPA, Financial Analysis, Financial Reporting, Accounting, Insurance, Financial Advisory, Wealth, Trading, Due Diligence, SEC filings, Mergers & Acquisitions, Personal Tax Planning
Education
University of Minnesota-Twin Cities 1992 — 1994
Master of Business Administration (MBA), Accounting
University of Notre Dame 1977 — 1980
B.A., Economics
Kalen Karnowski, CPA's Boulay Experience January 2006 - Present
Job Audit Manager at Boulay
Industry Accounting
Experience
Boulay January 2006 - Present
Skills
Certified Public..., GAAP, CPA, Internal Controls, Auditing, Financial Statements, US GAAP, Income Tax, Mergers & Acquisitions, Tax Preparation, Financial Reporting, Internal Audit, Financial Accounting, Accounting, Tax, General Ledger, SEC filings, Sarbanes-Oxley Act, Corporate Tax
Education
St. Cloud State University 2000 — 2005
Bachelor of Science (B.S.), Accounting
Boulay January 2006 - Present
Skills
Certified Public..., GAAP, CPA, Internal Controls, Auditing, Financial Statements, US GAAP, Income Tax, Mergers & Acquisitions, Tax Preparation, Financial Reporting, Internal Audit, Financial Accounting, Accounting, Tax, General Ledger, SEC filings, Sarbanes-Oxley Act, Corporate Tax
Education
St. Cloud State University 2000 — 2005
Bachelor of Science (B.S.), Accounting
Nate Weidner, CPA's Boulay Experience September 2012 - June 2014
Job Internal Auditor at Medica
Industry Financial Services
Experience
Medica June 2015 - Present
KPMG US June 2014 - June 2015
Boulay September 2012 - June 2014
The Lakeland Companies June 2010 - September 2012
Skills
Accounting, Financial Reporting, Auditing, SEC filings, SEC Financial Reporting, Management, Investments, Finance, Tax Returns
Education
Minnesota State University, Mankato
Bacheler's of Science, Accounting
Medica June 2015 - Present
KPMG US June 2014 - June 2015
Boulay September 2012 - June 2014
The Lakeland Companies June 2010 - September 2012
Skills
Accounting, Financial Reporting, Auditing, SEC filings, SEC Financial Reporting, Management, Investments, Finance, Tax Returns
Education
Minnesota State University, Mankato
Bacheler's of Science, Accounting
Shawn Ruby, CPA Shawn Ruby, CPA's Boulay Experience October 2003 - Present
Job Partner at Boulay (CPA)
Industry Accounting
Experience
Boulay October 2003 - Present
Cornell Shidell & Mair, PLLP December 1999 - October 2003
Skills
Income Tax, Tax, SEC filings, GAAP, Accounting, Corporate Tax, Internal Controls, Auditing, CPA, Financial Reporting, Financial Accounting, Tax Preparation, Tax Research, US GAAP, General Ledger, Fixed Assets, QuickBooks, Sarbanes-Oxley Act, Financial Statements, Tax Returns
Education
St. Cloud State University 1994 — 1999
BS, Accounting
Boulay October 2003 - Present
Cornell Shidell & Mair, PLLP December 1999 - October 2003
Skills
Income Tax, Tax, SEC filings, GAAP, Accounting, Corporate Tax, Internal Controls, Auditing, CPA, Financial Reporting, Financial Accounting, Tax Preparation, Tax Research, US GAAP, General Ledger, Fixed Assets, QuickBooks, Sarbanes-Oxley Act, Financial Statements, Tax Returns
Education
St. Cloud State University 1994 — 1999
BS, Accounting
Joel Suiter, CPA Joel Suiter, CPA's Boulay Experience October 2012 - Present
Job Manager at Boulay
Industry Accounting
Experience
Boulay October 2012 - Present
Boulay, Heutmaker, Zibell & Co. PLLP October 2010 - September 2012
Boulay, Heutmaker, Zibell & Co. P.L.L.P. 2006 - October 2010
Skills
Auditing, GAAP, Internal Controls, IFRS Consulting, Stock Option Valuation, Due Diligence, Real Estate Accounting, Manufacturing Accounting, US GAAP, Fixed Assets, Income Tax, Financial Statements, Accounting, CPA, Financial Reporting, Real Estate, Financial Accounting, SEC filings, Risk Assessment, Revenue Recognition, Sarbanes-Oxley Act
Education
Northwestern College 2002 — 2006
B.S., Accounting
Boulay October 2012 - Present
Boulay, Heutmaker, Zibell & Co. PLLP October 2010 - September 2012
Boulay, Heutmaker, Zibell & Co. P.L.L.P. 2006 - October 2010
Skills
Auditing, GAAP, Internal Controls, IFRS Consulting, Stock Option Valuation, Due Diligence, Real Estate Accounting, Manufacturing Accounting, US GAAP, Fixed Assets, Income Tax, Financial Statements, Accounting, CPA, Financial Reporting, Real Estate, Financial Accounting, SEC filings, Risk Assessment, Revenue Recognition, Sarbanes-Oxley Act
Education
Northwestern College 2002 — 2006
B.S., Accounting
Brittany Hancock Brittany Hancock's Boulay Experience September 2014 - Present
Job Audit Associate at Boulay
Industry Accounting
Experience
Boulay September 2014 - Present
Gustavus Adolphus College February 2013 - May 2014
BDO USA, LLP May 2013 - August 2013
Alaska National Insurance Company May 2008 - April 2013
The Alaska Club May 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Accounting, Microsoft Excel, Microsoft Office, Time Management
Education
Gustavus Adolphus College 2010 — 2014
Bachelor of Arts (B.A.), Public Accounting, Senior
Boulay September 2014 - Present
Gustavus Adolphus College February 2013 - May 2014
BDO USA, LLP May 2013 - August 2013
Alaska National Insurance Company May 2008 - April 2013
The Alaska Club May 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Accounting, Microsoft Excel, Microsoft Office, Time Management
Education
Gustavus Adolphus College 2010 — 2014
Bachelor of Arts (B.A.), Public Accounting, Senior
Tara Schini Tara Schini's Boulay Experience June 2013 - Present
Job Partner at Boulay
Industry Accounting
Experience
Boulay June 2013 - Present
Boulay, Heutmaker, Zibell & Co December 2004 - May 2013
Casey, Menden, Faust & Nelson 1999 - 2004
Skills
Auditing, SEC filings, GAAP, US GAAP, Financial Reporting, Financial Accounting, CPA, Accounting, Tax, General Ledger, Fixed Assets, Financial Statements, Tax Preparation, SAP
Education
North Dakota State University
Business Administration, Accounting
Boulay June 2013 - Present
Boulay, Heutmaker, Zibell & Co December 2004 - May 2013
Casey, Menden, Faust & Nelson 1999 - 2004
Skills
Auditing, SEC filings, GAAP, US GAAP, Financial Reporting, Financial Accounting, CPA, Accounting, Tax, General Ledger, Fixed Assets, Financial Statements, Tax Preparation, SAP
Education
North Dakota State University
Business Administration, Accounting
Dick Jergenson Dick Jergenson's Boulay Experience 2011 - Present
Job Partner at Boulay
Industry Accounting
Experience
Boulay 2011 - Present
Hansen, Jergenson, Nergaard & Co., LLP 1979 - Present
Hansen, Jergenson, Nergaard & Co, PLLP 1979 - October 2011
PricewaterhouseCoopers 1971 - 1979
Price Waterhouse Coopers 1971 - 1979
Skills
Tax, GAAP, Corporate Tax, Tax Preparation, Auditing, Income Tax, Tax Returns, Financial Accounting, Financial Reporting, CPA, SEC filings, Tax Research, Fixed Assets, Internal Controls, Partnership Taxation, Tax Accounting, Accounting, US GAAP
Education
Minnesota State University, Mankato 1969 — 1971
BS, Accounting
Boulay 2011 - Present
Hansen, Jergenson, Nergaard & Co., LLP 1979 - Present
Hansen, Jergenson, Nergaard & Co, PLLP 1979 - October 2011
PricewaterhouseCoopers 1971 - 1979
Price Waterhouse Coopers 1971 - 1979
Skills
Tax, GAAP, Corporate Tax, Tax Preparation, Auditing, Income Tax, Tax Returns, Financial Accounting, Financial Reporting, CPA, SEC filings, Tax Research, Fixed Assets, Internal Controls, Partnership Taxation, Tax Accounting, Accounting, US GAAP
Education
Minnesota State University, Mankato 1969 — 1971
BS, Accounting
Peter Carlson Peter Carlson's Boulay Experience June 2004 - August 2007
Job Lindstrom Metric LLC, Chief Financial Officer
Industry Accounting
Experience
Lindstrom Metric, LLC August 2013 - Present
Lindstrom Metric, LLC August 2007 - July 2013
Boulay June 2004 - August 2007
Skills
C.P.A. (inactive), SEC filings, Internal Controls, Financial Reporting, GAAP, CPA, Fixed Assets, Accounting, US GAAP, Financial Accounting, Auditing
Education
University of Minnesota - Carlson School of Management 2001 — 2004
BS, Accounting
Lindstrom Metric, LLC August 2013 - Present
Lindstrom Metric, LLC August 2007 - July 2013
Boulay June 2004 - August 2007
Skills
C.P.A. (inactive), SEC filings, Internal Controls, Financial Reporting, GAAP, CPA, Fixed Assets, Accounting, US GAAP, Financial Accounting, Auditing
Education
University of Minnesota - Carlson School of Management 2001 — 2004
BS, Accounting
Sarah Swenson Sarah Swenson's Boulay Experience September 2014 - Present
Job Audit Associate at Boulay
Industry Accounting
Experience
Boulay September 2014 - Present
Gustavus Adolphus College May 2012 - June 2014
Ecolab June 2013 - August 2013
Additional Experience September 2007 - August 2013
Gustavus Adolphus College September 2012 - December 2012
Dakota County Regional Chamber of Commerce May 2012 - August 2012
Gustavus Adolphus College May 2011 - May 2012
Skills
Accounting, Microsoft Office, Event Planning, PowerPoint, Public Speaking, Social Media, Microsoft Word, Microsoft Excel, Teamwork, Customer Service, Time Management, Research, Communication, Collaboration
Education
Gustavus Adolphus College 2010 — 2014
Bachelor of Arts (B.A.), Public Accounting
Université Paul Valéry (Montpellier III) 2013 — 2013
Non-Degree Seeking Student, Study Away
Boulay September 2014 - Present
Gustavus Adolphus College May 2012 - June 2014
Ecolab June 2013 - August 2013
Additional Experience September 2007 - August 2013
Gustavus Adolphus College September 2012 - December 2012
Dakota County Regional Chamber of Commerce May 2012 - August 2012
Gustavus Adolphus College May 2011 - May 2012
Skills
Accounting, Microsoft Office, Event Planning, PowerPoint, Public Speaking, Social Media, Microsoft Word, Microsoft Excel, Teamwork, Customer Service, Time Management, Research, Communication, Collaboration
Education
Gustavus Adolphus College 2010 — 2014
Bachelor of Arts (B.A.), Public Accounting
Université Paul Valéry (Montpellier III) 2013 — 2013
Non-Degree Seeking Student, Study Away
Richard Burrock Richard Burrock's Boulay Experience 1978 - Present
Job Partner at Boulay
Industry Accounting
Experience
Boulay 1978 - Present
Skills
Due Diligence, Income Tax, Accounting, Mergers, Tax, Mergers & Acquisitions, Business, Business Planning, Small Business, Budgets, Managerial Finance, Auditing, Management Consulting, Corporate Tax, Internal Controls, GAAP, CPA
Education
University of Minnesota-Twin Cities 1968 — 1972
Bachelor of Science, Accounting
Boulay 1978 - Present
Skills
Due Diligence, Income Tax, Accounting, Mergers, Tax, Mergers & Acquisitions, Business, Business Planning, Small Business, Budgets, Managerial Finance, Auditing, Management Consulting, Corporate Tax, Internal Controls, GAAP, CPA
Education
University of Minnesota-Twin Cities 1968 — 1972
Bachelor of Science, Accounting
Eleonora Khaskin, CPA, MBT Eleonora Khaskin, CPA, MBT's Boulay Experience October 2013 - Present
Job Tax Manager at Boulay
Industry Accounting
Experience
Boulay October 2013 - Present
Experis Finance January 2012 - October 2013
Eleonora Khaskin, CPA January 2010 - September 2013
PowerCubes Lab March 2011 - December 2011
Deloitte June 2006 - May 2009
KPMG January 2006 - May 2006
Lurie Besikof Lapidus & Company, LLP June 2004 - July 2005
MBS Technologies, Inc. November 1999 - May 2003
AG-Chem Equipment, Inc September 1996 - November 1999
Skills
Tax Research, Tax Compliance, Analytics, IRS, Financial Reporting, Cognos, Accounting, Tax Returns, International Tax, TM1, Cognos Controller, Cognos Finance, Tax Accounting, CPA, Tax Advisory, Sarbanes-Oxley Act, US GAAP, Corporate Tax, Income Tax, Tax, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2003 — 2006
Master, Business Taxation
Kyiv National University of Construction and Architecture 1985 — 1990
MS, Civil Engineering
Boulay October 2013 - Present
Experis Finance January 2012 - October 2013
Eleonora Khaskin, CPA January 2010 - September 2013
PowerCubes Lab March 2011 - December 2011
Deloitte June 2006 - May 2009
KPMG January 2006 - May 2006
Lurie Besikof Lapidus & Company, LLP June 2004 - July 2005
MBS Technologies, Inc. November 1999 - May 2003
AG-Chem Equipment, Inc September 1996 - November 1999
Skills
Tax Research, Tax Compliance, Analytics, IRS, Financial Reporting, Cognos, Accounting, Tax Returns, International Tax, TM1, Cognos Controller, Cognos Finance, Tax Accounting, CPA, Tax Advisory, Sarbanes-Oxley Act, US GAAP, Corporate Tax, Income Tax, Tax, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2003 — 2006
Master, Business Taxation
Kyiv National University of Construction and Architecture 1985 — 1990
MS, Civil Engineering
Andy Daly's Boulay Experience January 2005 - September 2014
Job Employee Benefits Attorney
Industry Law Practice
Experience
Gray Plant Mooty October 2014 - Present
Boulay January 2005 - September 2014
Skills
Employee Benefits, Tax, ESOP, Accounting, 401k, ERISA, Consulting, Profit Sharing, Corporate Tax, Income Tax, Tax Accounting, Tax Law, Retirement Plan..., Qualified Retirement..., Benefits Administration, Financial Analysis, Financial Accounting, Retirement
Education
University of St. Thomas School of Law 2001 — 2004
JD, Law
University of Notre Dame 1997 — 2001
BBA, Finance
Gray Plant Mooty October 2014 - Present
Boulay January 2005 - September 2014
Skills
Employee Benefits, Tax, ESOP, Accounting, 401k, ERISA, Consulting, Profit Sharing, Corporate Tax, Income Tax, Tax Accounting, Tax Law, Retirement Plan..., Qualified Retirement..., Benefits Administration, Financial Analysis, Financial Accounting, Retirement
Education
University of St. Thomas School of Law 2001 — 2004
JD, Law
University of Notre Dame 1997 — 2001
BBA, Finance
Jamie Rosin, CPA Jamie Rosin, CPA's Boulay Experience January 2005 - April 2005
Job Senior Audit Manager at KerberRose SC
Industry Accounting
Experience
KerberRose S.C. January 2012 - Present
KerberRose S.C. August 2008 - January 2012
Lethert, Skwira, Schultz, & Co LLP February 2007 - July 2008
Boulay January 2005 - April 2005
Skills
Professional..., Non-profits, Organizing, Business Communications, strong work ethic, Board Presentations, Time Management, Accounting, Auditing, Financial Reporting, Internal Controls, Excel, Compliance, GAAP, Microsoft Office, Audit, A-133 Compliance Audits, Client C, Nonprofits, General Ledger, Tax, Financial Accounting, Income Tax, Account Reconciliation
Education
Minnesota State University, Mankato 2002 — 2006
Bachelor of Science, Accounting
KerberRose S.C. January 2012 - Present
KerberRose S.C. August 2008 - January 2012
Lethert, Skwira, Schultz, & Co LLP February 2007 - July 2008
Boulay January 2005 - April 2005
Skills
Professional..., Non-profits, Organizing, Business Communications, strong work ethic, Board Presentations, Time Management, Accounting, Auditing, Financial Reporting, Internal Controls, Excel, Compliance, GAAP, Microsoft Office, Audit, A-133 Compliance Audits, Client C, Nonprofits, General Ledger, Tax, Financial Accounting, Income Tax, Account Reconciliation
Education
Minnesota State University, Mankato 2002 — 2006
Bachelor of Science, Accounting
Chris Cole, CPA Chris Cole, CPA's Boulay Experience October 2010 - October 2012
Job Controller at Allstar Construction
Industry Accounting
Experience
Allstar Construction January 2013 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. October 2012 - January 2013
Boulay October 2010 - October 2012
Boulay September 2008 - October 2010
Conway Deuth & Schmiesing PLLP January 2008 - January 2008
Conway Deuth & Schmiesing PLLP June 2007 - September 2007
Skills
Auditing, Financial Accounting, GAAP, SEC filings, Accounting, CPA, Financial Analysis, Internal Controls
Education
Gustavus Adolphus College 2004 — 2008
BS, Accounting
NLS
Allstar Construction January 2013 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. October 2012 - January 2013
Boulay October 2010 - October 2012
Boulay September 2008 - October 2010
Conway Deuth & Schmiesing PLLP January 2008 - January 2008
Conway Deuth & Schmiesing PLLP June 2007 - September 2007
Skills
Auditing, Financial Accounting, GAAP, SEC filings, Accounting, CPA, Financial Analysis, Internal Controls
Education
Gustavus Adolphus College 2004 — 2008
BS, Accounting
NLS
Chris Dolan, CPA Chris Dolan, CPA's Boulay Experience October 2011 - June 2014
Job Controller at Braas Company
Industry Accounting
Experience
Braas Company June 2014 - Present
Boulay October 2011 - June 2014
Hansen, Jergenson, Nergaard & Co., LLP October 2007 - October 2011
Petters Group Worldwide May 2006 - August 2006
Skills
Audit, Financial Reporting, Quickbooks, Accounting, Tax, Auditing, Financial Accounting, GAAP, Corporate Tax, Income Tax
Education
St. John's University 2003 — 2007
BA, Accounting, Mathematics
Braas Company June 2014 - Present
Boulay October 2011 - June 2014
Hansen, Jergenson, Nergaard & Co., LLP October 2007 - October 2011
Petters Group Worldwide May 2006 - August 2006
Skills
Audit, Financial Reporting, Quickbooks, Accounting, Tax, Auditing, Financial Accounting, GAAP, Corporate Tax, Income Tax
Education
St. John's University 2003 — 2007
BA, Accounting, Mathematics
Martin Nergaard Martin Nergaard's Boulay Experience November 2014 - Present
Job Consultant
Industry Accounting
Experience
Boulay November 2014 - Present
Boulay November 2011 - November 2014
Hansen, Jergenson, Nergaard & Co., LLP October 1983 - October 2011
Internal Revenue Service April 1972 - October 1983
Skills
Income Tax, Tax, Corporate Tax, CPA, Tax Research, Tax Preparation, Small Business, Tax Returns
Education
William Mitchell College of Law 1978 — 1982
J.D., Law
Minnesota State University, Mankato 1969 — 1971
bachelor of science, economics
Macalester College 1967 — 1969
none, liberal arts
Luverne Minnesota High School 1963 — 1967
h.s.
Boulay November 2014 - Present
Boulay November 2011 - November 2014
Hansen, Jergenson, Nergaard & Co., LLP October 1983 - October 2011
Internal Revenue Service April 1972 - October 1983
Skills
Income Tax, Tax, Corporate Tax, CPA, Tax Research, Tax Preparation, Small Business, Tax Returns
Education
William Mitchell College of Law 1978 — 1982
J.D., Law
Minnesota State University, Mankato 1969 — 1971
bachelor of science, economics
Macalester College 1967 — 1969
none, liberal arts
Luverne Minnesota High School 1963 — 1967
h.s.
Jordan Bondley, CPA Jordan Bondley, CPA's Boulay Experience January 2012 - Present
Job Audit Senior Associate at Boulay
Industry Accounting
Experience
Boulay January 2012 - Present
Goodrich May 2011 - December 2011
Cloverdale Foods Company November 2008 - May 2009
Skills
Audit, Accounting, Accounts Payable, Fixed Assets, Tax Research, Auditing, Tax Preparation, Corporate Tax, SEC filings, SEC Filings, CPA, Financial Statements
Education
Jamestown College 2009 — 2011
Bachelors, Accounting, Business Administration
Bismarck State College 2007 — 2009
Associate of Arts (A.A.)
Boulay January 2012 - Present
Goodrich May 2011 - December 2011
Cloverdale Foods Company November 2008 - May 2009
Skills
Audit, Accounting, Accounts Payable, Fixed Assets, Tax Research, Auditing, Tax Preparation, Corporate Tax, SEC filings, SEC Filings, CPA, Financial Statements
Education
Jamestown College 2009 — 2011
Bachelors, Accounting, Business Administration
Bismarck State College 2007 — 2009
Associate of Arts (A.A.)
David Froze, CPA David Froze, CPA's Boulay Experience November 2011 - August 2015
Job Senior Accountant at Whitebox Advisors LLC
Industry Accounting
Experience
Whitebox Advisors LLC September 2015 - Present
Boulay November 2011 - August 2015
Abdo, Eick & Meyers, LLP January 2011 - May 2011
Minnesota State University--Department of Accounting and Business Law January 2010 - December 2010
Skills
Financial Accounting, Financial Reporting, Auditing, Financial Analysis, GAAP, Internal Controls
Education
Minnesota State University, Mankato 2006 — 2011
Bachelor of Science, Accounting
Cedarburg High School 2002 — 2006
Diploma
Whitebox Advisors LLC September 2015 - Present
Boulay November 2011 - August 2015
Abdo, Eick & Meyers, LLP January 2011 - May 2011
Minnesota State University--Department of Accounting and Business Law January 2010 - December 2010
Skills
Financial Accounting, Financial Reporting, Auditing, Financial Analysis, GAAP, Internal Controls
Education
Minnesota State University, Mankato 2006 — 2011
Bachelor of Science, Accounting
Cedarburg High School 2002 — 2006
Diploma
Steph Rausch Steph Rausch's Boulay Experience April 1992 - Present
Job Audit Manager at Boulay
Industry Accounting
Experience
Boulay April 1992 - Present
Knutson Mortgage Company January 1990 - March 1992
Skills
Financial Accounting, Internal Controls, Financial Reporting, Accounting, Auditing, GAAP, General Ledger, Fixed Assets, Financial Statements, US GAAP, Budgets, CPA
Education
Saint Cloud State University - G.R. Herberger College of Business 1985 — 1989
B.S., Accounting
Boulay April 1992 - Present
Knutson Mortgage Company January 1990 - March 1992
Skills
Financial Accounting, Internal Controls, Financial Reporting, Accounting, Auditing, GAAP, General Ledger, Fixed Assets, Financial Statements, US GAAP, Budgets, CPA
Education
Saint Cloud State University - G.R. Herberger College of Business 1985 — 1989
B.S., Accounting
Cory Johnson, CPA's Boulay Experience October 2013 - Present
Job Audit Supervisor at Boulay
Industry Accounting
Experience
Boulay October 2013 - Present
Boulay October 2011 - Present
Boulay, Heutmaker, Zibell, & Co. P.L.L.P. September 2009 - October 2011
First International Bank and Trust May 2008 - August 2008
Skills
Auditing, Financial Statements, Manufacturing, Financial Reporting, Accounting, Tax, Financial Accounting, General Ledger, QuickBooks, Internal Audit, Internal Controls, Financial Analysis, Corporate Tax, Income Tax, SEC filings, Fixed Assets, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, CPA
Education
Concordia College 2005 — 2009
B.A. Accounting
Boulay October 2013 - Present
Boulay October 2011 - Present
Boulay, Heutmaker, Zibell, & Co. P.L.L.P. September 2009 - October 2011
First International Bank and Trust May 2008 - August 2008
Skills
Auditing, Financial Statements, Manufacturing, Financial Reporting, Accounting, Tax, Financial Accounting, General Ledger, QuickBooks, Internal Audit, Internal Controls, Financial Analysis, Corporate Tax, Income Tax, SEC filings, Fixed Assets, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, CPA
Education
Concordia College 2005 — 2009
B.A. Accounting
Dylan Jensen Dylan Jensen's Boulay Experience July 2014 - July 2014
Job Accounting Tutor at Gustavus Adolphus College
Industry Accounting
Experience
Gustavus Adolphus College September 2012 - Present
Menards May 2012 - Present
Self-Employed August 2008 - Present
Actuant Corporation May 2015 - August 2015
Gustavus Adolphus College February 2015 - May 2015
Gustavus Adolphus College May 2014 - August 2014
Boulay July 2014 - July 2014
Ace Hardware May 2013 - September 2013
Skills
Microsoft Word, Sales, Sound Editing, Teamwork, PowerPoint, Music Production, Customer Service, Microsoft Excel, Research, Facebook, Social Networking, Social Media, Photoshop, Time Management, Data Entry
Education
Gustavus Adolphus College 2012 — 2016
Public Accounting, 3.9/4.0
Gustavus Adolphus College September 2012 - Present
Menards May 2012 - Present
Self-Employed August 2008 - Present
Actuant Corporation May 2015 - August 2015
Gustavus Adolphus College February 2015 - May 2015
Gustavus Adolphus College May 2014 - August 2014
Boulay July 2014 - July 2014
Ace Hardware May 2013 - September 2013
Skills
Microsoft Word, Sales, Sound Editing, Teamwork, PowerPoint, Music Production, Customer Service, Microsoft Excel, Research, Facebook, Social Networking, Social Media, Photoshop, Time Management, Data Entry
Education
Gustavus Adolphus College 2012 — 2016
Public Accounting, 3.9/4.0
Jo Anna Weed Jo Anna Weed's Boulay Experience December 2014 - Present
Job Senior Associate at Boulay
Industry Accounting
Experience
Boulay December 2014 - Present
James J. Roeder, CPA January 2013 - November 2014
Stutzman & Associates, Ltd. November 2007 - December 2012
Deloitte January 2004 - May 2006
Skills
CPA, Federal & State Income..., Tax Preparation, Tax, Personal Tax Planning, Business Tax Planning, ProSystem fx Tax, Checkpoint, Lacerte
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor’s Degree, Accounting and International Business
Boulay December 2014 - Present
James J. Roeder, CPA January 2013 - November 2014
Stutzman & Associates, Ltd. November 2007 - December 2012
Deloitte January 2004 - May 2006
Skills
CPA, Federal & State Income..., Tax Preparation, Tax, Personal Tax Planning, Business Tax Planning, ProSystem fx Tax, Checkpoint, Lacerte
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor’s Degree, Accounting and International Business
Brandon Haugh, CPA's Boulay Experience September 2009 - Present
Job Supervisor at Boulay
Industry Accounting
Experience
Boulay September 2009 - Present
Hormel Foods May 2008 - August 2008
Skills
GAAP, Internal Controls, General Ledger, Financial Reporting, Auditing, Accounting, SEC filings, Financial Accounting, Tax Preparation, CPA, Fixed Assets, Financial Statements
Education
Saint Mary's University of Minnesota 2005 — 2009
Accounting
Boulay September 2009 - Present
Hormel Foods May 2008 - August 2008
Skills
GAAP, Internal Controls, General Ledger, Financial Reporting, Auditing, Accounting, SEC filings, Financial Accounting, Tax Preparation, CPA, Fixed Assets, Financial Statements
Education
Saint Mary's University of Minnesota 2005 — 2009
Accounting
Brett Ehrhardt's Boulay Experience December 2012 - July 2015
Job Accountant at Haven Hospice
Industry Accounting
Experience
Haven Hospice August 2015 - Present
Boulay December 2012 - July 2015
Drees, Riskey & Vallager, ltd. January 2011 - December 2012
Drees, Riskey & Vallager, ltd. January 2010 - April 2010
Skills
QuickBooks, Small Business Tax, Small Business..., Accounting Systems, Accounting, CPA, GAAP, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis
Education
The University of North Dakota 2006 — 2010
Bachelor of Accountancy, Accounting
Bismarck State College 2005 — 2006
General Studies
Haven Hospice August 2015 - Present
Boulay December 2012 - July 2015
Drees, Riskey & Vallager, ltd. January 2011 - December 2012
Drees, Riskey & Vallager, ltd. January 2010 - April 2010
Skills
QuickBooks, Small Business Tax, Small Business..., Accounting Systems, Accounting, CPA, GAAP, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis
Education
The University of North Dakota 2006 — 2010
Bachelor of Accountancy, Accounting
Bismarck State College 2005 — 2006
General Studies
Brian Olsen, CPA Brian Olsen, CPA's Boulay Experience November 2008 - Present
Job Boulay
Industry Accounting
Experience
Boulay November 2008 - Present
Baker Tilly Virchow Krause, LLP September 2007 - November 2008
Baune Dosen (Merged with Abdo, Eick & Meyers, LLP in 2014) September 2005 - September 2007
Buffets, Inc. 1997 - 2005
Skills
Auditing, Accounting, Tax, Income Tax, SEC filings, Internal Audit, Financial Accounting, General Ledger, Financial Statements, Financial Audits, Process Improvement, SEC reporting, Audit, Quickbooks, GAAP, CPA, Internal Controls, Corporate Tax, Tax Preparation, US GAAP, Cost Accounting, Mergers, Tax Research, State Tax, Account Reconciliation, Accounts Payable, Tax Accounting, Tax Returns, S Corporations, Payroll Taxes, Partnership Taxation, Mergers
Education
The College of St. Scholastica 2004 — 2005
BA, Accounting, 3.95 Final GPA
Boulay November 2008 - Present
Baker Tilly Virchow Krause, LLP September 2007 - November 2008
Baune Dosen (Merged with Abdo, Eick & Meyers, LLP in 2014) September 2005 - September 2007
Buffets, Inc. 1997 - 2005
Skills
Auditing, Accounting, Tax, Income Tax, SEC filings, Internal Audit, Financial Accounting, General Ledger, Financial Statements, Financial Audits, Process Improvement, SEC reporting, Audit, Quickbooks, GAAP, CPA, Internal Controls, Corporate Tax, Tax Preparation, US GAAP, Cost Accounting, Mergers, Tax Research, State Tax, Account Reconciliation, Accounts Payable, Tax Accounting, Tax Returns, S Corporations, Payroll Taxes, Partnership Taxation, Mergers
Education
The College of St. Scholastica 2004 — 2005
BA, Accounting, 3.95 Final GPA
Nicholas Craft's Boulay Experience June 2012 - Present
Job Audit Senior at Boulay
Industry Accounting
Experience
Boulay June 2012 - Present
Boulay January 2012 - April 2012
College of Business September 2010 - December 2011
Minnesota State University, Mankato September 2007 - May 2010
Skills
Excel, Access, Accounting, Auditing, Caseware, Microsoft Excel, Tax, Internal Controls, Financial Accounting, Financial Reporting, Microsoft Office, US GAAP, GAAP, Financial Statements, Income Tax, Financial Analysis, Microsoft Word
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Applied Science (BASc), Accounting, Finance
Anoka High School 2003 — 2007
Boulay June 2012 - Present
Boulay January 2012 - April 2012
College of Business September 2010 - December 2011
Minnesota State University, Mankato September 2007 - May 2010
Skills
Excel, Access, Accounting, Auditing, Caseware, Microsoft Excel, Tax, Internal Controls, Financial Accounting, Financial Reporting, Microsoft Office, US GAAP, GAAP, Financial Statements, Income Tax, Financial Analysis, Microsoft Word
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Applied Science (BASc), Accounting, Finance
Anoka High School 2003 — 2007
Ashmit Tuladhar Ashmit Tuladhar's Boulay Experience August 2012 - Present
Job Report Developer at Boulay P.L.L.P.
Industry Higher Education
Experience
Boulay August 2012 - Present
EI Microcircuits June 2011 - July 2012
Institutional Diversity at Minnesota State University September 2010 - June 2011
Sodexo August 2010 - June 2011
Minnesota State University, Mankato August 2007 - June 2011
Minnesota State Student Association August 2009 - August 2010
Skills
PHP, C#, Web Application Design, Web Design, Web Applications, .NET, Graphic Design, Pervasive, Performance Testing, User Interface Design, User Acceptance Testing, Product Management, Event Management, Graphics Software, Programming, HTML, CSS, SQL Server 2000-2008, Oracle SQL, MySQL, Firebird, Django, Apache, Python, Java, Business Objects, Crystal Reports, Crystal Xcelsius 2008, Infoview, SQL, Microsoft SQL Server, Access, SharePoint, Web Development, Databases, Visio, Microsoft Office, Oracle, Microsoft Excel, Customer Service
Education
Minnesota State University, Mankato 2007 — 2011
Bachelors of Science, Information Systems
Minnesota State University, Mankato 2007 — 2011
Bachelors of Science, Information Systems
Boulay August 2012 - Present
EI Microcircuits June 2011 - July 2012
Institutional Diversity at Minnesota State University September 2010 - June 2011
Sodexo August 2010 - June 2011
Minnesota State University, Mankato August 2007 - June 2011
Minnesota State Student Association August 2009 - August 2010
Skills
PHP, C#, Web Application Design, Web Design, Web Applications, .NET, Graphic Design, Pervasive, Performance Testing, User Interface Design, User Acceptance Testing, Product Management, Event Management, Graphics Software, Programming, HTML, CSS, SQL Server 2000-2008, Oracle SQL, MySQL, Firebird, Django, Apache, Python, Java, Business Objects, Crystal Reports, Crystal Xcelsius 2008, Infoview, SQL, Microsoft SQL Server, Access, SharePoint, Web Development, Databases, Visio, Microsoft Office, Oracle, Microsoft Excel, Customer Service
Education
Minnesota State University, Mankato 2007 — 2011
Bachelors of Science, Information Systems
Minnesota State University, Mankato 2007 — 2011
Bachelors of Science, Information Systems
Amanda Johnson Amanda Johnson's Boulay Experience June 2013 - September 2013
Job Office Assistant, Building and Inspections at City of Bloomington, MN
Industry Marketing and Advertising
Experience
City of Bloomington, MN April 2015 - Present
AJ Marketing August 2014 - Present
Best Buy January 2015 - June 2015
Friemann Companies, Inc September 2014 - April 2015
Finish Line Wellness March 2014 - September 2014
Lakeshore Plus, Inc. September 2013 - February 2014
Boulay June 2013 - September 2013
Country Inn & Suites by Carlson April 2012 - June 2013
Country Inns & Suites By Carlson August 2011 - April 2012
MSU, Mankato December 2008 - May 2011
Skills
Microsoft Office, Quickbooks, Opera, Innfusion, First Aid, First Responder, Event Planning, Marketing, Direct Sales, QuickBooks, Customer Service, Fundraising, Advertising, Budgets, Hotels, Sales, Social Media Marketing, Event Management, Social Media, Leadership, Management
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Science, Sport Management with Marketing and Business Administration
City of Bloomington, MN April 2015 - Present
AJ Marketing August 2014 - Present
Best Buy January 2015 - June 2015
Friemann Companies, Inc September 2014 - April 2015
Finish Line Wellness March 2014 - September 2014
Lakeshore Plus, Inc. September 2013 - February 2014
Boulay June 2013 - September 2013
Country Inn & Suites by Carlson April 2012 - June 2013
Country Inns & Suites By Carlson August 2011 - April 2012
MSU, Mankato December 2008 - May 2011
Skills
Microsoft Office, Quickbooks, Opera, Innfusion, First Aid, First Responder, Event Planning, Marketing, Direct Sales, QuickBooks, Customer Service, Fundraising, Advertising, Budgets, Hotels, Sales, Social Media Marketing, Event Management, Social Media, Leadership, Management
Education
Minnesota State University, Mankato 2007 — 2011
Bachelor of Science, Sport Management with Marketing and Business Administration
David Hedlund, CPA David Hedlund, CPA's Boulay Experience September 2013 - Present
Job Tax Associate at Boulay
Industry Accounting
Experience
Boulay September 2013 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. January 2013 - April 2013
Gustavus Athletics October 2010 - February 2013
Hedlund Lawn Service April 2005 - September 2012
Phi Alpha Fraternity September 2011 - May 2012
City Utilities Department May 2011 - September 2011
Dichtomatik Americas June 2010 - August 2010
Gustavus Dining Service September 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Management, Budgets, Customer Service, Microsoft Word, PowerPoint, Time Management, Teamwork, Research, Accounting, Public Speaking, QuickBooks, Outlook
Education
Gustavus Adolphus College 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Jefferson High School 2005 — 2009
High School Diploma
Boulay September 2013 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. January 2013 - April 2013
Gustavus Athletics October 2010 - February 2013
Hedlund Lawn Service April 2005 - September 2012
Phi Alpha Fraternity September 2011 - May 2012
City Utilities Department May 2011 - September 2011
Dichtomatik Americas June 2010 - August 2010
Gustavus Dining Service September 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Management, Budgets, Customer Service, Microsoft Word, PowerPoint, Time Management, Teamwork, Research, Accounting, Public Speaking, QuickBooks, Outlook
Education
Gustavus Adolphus College 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Jefferson High School 2005 — 2009
High School Diploma
Sean O'Brien, CPA Sean O'Brien, CPA's Boulay Experience January 2001 - November 2003
Job Senior Financial Analyst at SEH
Industry Civil Engineering
Experience
SEH November 2003 - Present
Boulay January 2001 - November 2003
Harris Companies 1998 - 1998
Skills
Financial Reporting, Accounting, Financial Accounting, General Ledger, Variance Analysis, Financial Analysis, FAR, Auditing, Forecasting, Corporate Budgeting, Board of Directors..., Office Management, Intercompany..., ERP Oracle, Oracle Discoverer, Ad Hoc Reporting, Microsoft Excel, Fixed Assets, Financial Statements, US GAAP
Education
Saint Cloud State University - G.R. Herberger College of Business 2012 — 2014
Master of Business Administration (MBA)
Gustavus Adolphus College 1997 — 2001
BA, Accounting
SEH November 2003 - Present
Boulay January 2001 - November 2003
Harris Companies 1998 - 1998
Skills
Financial Reporting, Accounting, Financial Accounting, General Ledger, Variance Analysis, Financial Analysis, FAR, Auditing, Forecasting, Corporate Budgeting, Board of Directors..., Office Management, Intercompany..., ERP Oracle, Oracle Discoverer, Ad Hoc Reporting, Microsoft Excel, Fixed Assets, Financial Statements, US GAAP
Education
Saint Cloud State University - G.R. Herberger College of Business 2012 — 2014
Master of Business Administration (MBA)
Gustavus Adolphus College 1997 — 2001
BA, Accounting
Steve Monson Steve Monson's Boulay Experience September 2009 - Present
Job Audit Manager at Boulay
Industry Accounting
Experience
Boulay September 2009 - Present
Corus Bank May 2008 - February 2009
GaiaTech August 2007 - December 2007
Much Shelist March 2007 - August 2007
Skills
SEC filings, Accounting, Auditing, GAAP, Financial Reporting, CPA, Financial Accounting, Internal Controls, Financial Analysis, Fixed Assets, Revenue Recognition, Fair Value, Derivatives, US GAAP, Corporate Tax, Income Tax, Tax, Due Diligence, Sarbanes-Oxley Act, General Ledger, SEC Filings
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2009
MSA, Accounting
Loyola University Chicago 2004 — 2008
BBA, Accounting, Cum Laude
John Felice Rome Center - Loyola University Chicago Study Abroad 2006 — 2006
Boulay September 2009 - Present
Corus Bank May 2008 - February 2009
GaiaTech August 2007 - December 2007
Much Shelist March 2007 - August 2007
Skills
SEC filings, Accounting, Auditing, GAAP, Financial Reporting, CPA, Financial Accounting, Internal Controls, Financial Analysis, Fixed Assets, Revenue Recognition, Fair Value, Derivatives, US GAAP, Corporate Tax, Income Tax, Tax, Due Diligence, Sarbanes-Oxley Act, General Ledger, SEC Filings
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2009
MSA, Accounting
Loyola University Chicago 2004 — 2008
BBA, Accounting, Cum Laude
John Felice Rome Center - Loyola University Chicago Study Abroad 2006 — 2006
Jacquelyn Hartwig's Boulay Experience December 2007 - May 2012
Job Sr. Client Manager at Hemingway Wealth Management
Industry Financial Services
Experience
Hemingway Wealth Management, LLC May 2012 - Present
Boulay December 2007 - May 2012
RBC Wealth Management July 2007 - November 2008
Wealth Enhancement Group 2001 - 2007
Skills
CRM, Financial Services, Finance, Relationship Management, Business Process, Financial Advisory, Fixed Annuities, Microsoft Excel, Life Insurance, Wealth, Research, Financial Analysis
Education
University of Minnesota-Twin Cities 1986 — 1988
Bachelor's degree, Business Administration and Management, General
Winona State University 1982 — 1985
Hemingway Wealth Management, LLC May 2012 - Present
Boulay December 2007 - May 2012
RBC Wealth Management July 2007 - November 2008
Wealth Enhancement Group 2001 - 2007
Skills
CRM, Financial Services, Finance, Relationship Management, Business Process, Financial Advisory, Fixed Annuities, Microsoft Excel, Life Insurance, Wealth, Research, Financial Analysis
Education
University of Minnesota-Twin Cities 1986 — 1988
Bachelor's degree, Business Administration and Management, General
Winona State University 1982 — 1985
Daniel Holz, CPA Daniel Holz, CPA's Boulay Experience September 2014 - Present
Job Audit Associate at Boulay
Industry Accounting
Experience
Boulay September 2014 - Present
Boulay January 2014 - March 2014
Minnesota State University - Business Services September 2012 - January 2014
Saint Peter Evangelical Lutheran School November 2012 - February 2013
Guardian Energy July 2011 - August 2012
University of Minnesota - Duluth September 2010 - December 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Teamwork, Team Leadership, TaxAct
Education
Minnesota State University, Mankato 2012 — 2014
Bachelor's Degree, Accounting & Business Law, 3.59
University of Minnesota-Duluth 2010 — 2012
Minnesota Valley Lutheran
Boulay September 2014 - Present
Boulay January 2014 - March 2014
Minnesota State University - Business Services September 2012 - January 2014
Saint Peter Evangelical Lutheran School November 2012 - February 2013
Guardian Energy July 2011 - August 2012
University of Minnesota - Duluth September 2010 - December 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Teamwork, Team Leadership, TaxAct
Education
Minnesota State University, Mankato 2012 — 2014
Bachelor's Degree, Accounting & Business Law, 3.59
University of Minnesota-Duluth 2010 — 2012
Minnesota Valley Lutheran
Mary Jo Haeg Mary Jo Haeg's Boulay Experience November 1982 - September 1989
Job CPA
Industry Accounting
Experience
Mary Jo Haeg, CPA AccountantCSSW, LTDAugust 2005 - June 2007
H & M Builders, Inc. October 1989 - 2005
Boulay November 1982 - September 1989
Skills
Accounting, Quickbooks, Small Business..., Bookkeeping, CPA, Sales Tax, Payroll Services
Education
College of St. Catherine
Bachelor of Science, Accounting
Mary Jo Haeg, CPA AccountantCSSW, LTDAugust 2005 - June 2007
H & M Builders, Inc. October 1989 - 2005
Boulay November 1982 - September 1989
Skills
Accounting, Quickbooks, Small Business..., Bookkeeping, CPA, Sales Tax, Payroll Services
Education
College of St. Catherine
Bachelor of Science, Accounting
Betty Clinton Betty Clinton's Boulay Experience May 1985 - Present
Job Tax Manager at Boulay
Industry Accounting
Experience
Boulay May 1985 - Present
Boulay May 1985 - Present
Skills
Income Tax, Corporate Tax, Tax Research, Tax Accounting, CPA, Tax Preparation, Accounting, Tax, Partnership Taxation, S Corporations, Tax Returns
Education
Angelo State University
Bachelor of Science, Accounting
Boulay May 1985 - Present
Boulay May 1985 - Present
Skills
Income Tax, Corporate Tax, Tax Research, Tax Accounting, CPA, Tax Preparation, Accounting, Tax, Partnership Taxation, S Corporations, Tax Returns
Education
Angelo State University
Bachelor of Science, Accounting
Dustin Mitchell, CPA Dustin Mitchell, CPA's Boulay Experience January 2014 - Present
Job Tax Research and Consulting Associate at Boulay
Industry Accounting
Experience
Boulay January 2014 - Present
Hill's Tax Service January 2011 - December 2013
Carmike Cinemas November 2005 - August 2013
Carmike Cinemas October 2004 - November 2005
Skills
Time Management, Payroll, Accounting, Data Entry, Customer Service, Microsoft Excel, Microsoft Office, QuickBooks, Tax Preparation, Income Tax, Sales Tax, Tax Research, Microsoft Word, PowerPoint, Access, GAAP, Peachtree, Sarbanes-Oxley Act, Bookkeeping
Education
University of Wisconsin-Eau Claire 2011 — 2013
Bachelor, Accounting
Chippewa Valley Technical College 2008 — 2011
Associate, Accounting
Boulay January 2014 - Present
Hill's Tax Service January 2011 - December 2013
Carmike Cinemas November 2005 - August 2013
Carmike Cinemas October 2004 - November 2005
Skills
Time Management, Payroll, Accounting, Data Entry, Customer Service, Microsoft Excel, Microsoft Office, QuickBooks, Tax Preparation, Income Tax, Sales Tax, Tax Research, Microsoft Word, PowerPoint, Access, GAAP, Peachtree, Sarbanes-Oxley Act, Bookkeeping
Education
University of Wisconsin-Eau Claire 2011 — 2013
Bachelor, Accounting
Chippewa Valley Technical College 2008 — 2011
Associate, Accounting
Abby Dupic, CPA Abby Dupic, CPA's Boulay Experience August 2014 - Present
Job Senior Tax Associate at Boulay, PLLP
Industry Accounting
Experience
Boulay August 2014 - Present
Hunzelman, Putzier & Co., PLC June 2012 - July 2014
Boulay, Heutmaker, Zibell & Co., P.L.L.P. September 2010 - May 2012
Heritage Bank, N.A. May 2008 - August 2010
Skills
Accounting, Auditing, Tax, Bookkeeping, Corporate Tax, Financial Reporting, CPA, Tax Preparation, Income Tax, General Ledger, Tax Research, Financial Analysis
Education
Northwestern College 2007 — 2010
B.S., Accounting
Boulay August 2014 - Present
Hunzelman, Putzier & Co., PLC June 2012 - July 2014
Boulay, Heutmaker, Zibell & Co., P.L.L.P. September 2010 - May 2012
Heritage Bank, N.A. May 2008 - August 2010
Skills
Accounting, Auditing, Tax, Bookkeeping, Corporate Tax, Financial Reporting, CPA, Tax Preparation, Income Tax, General Ledger, Tax Research, Financial Analysis
Education
Northwestern College 2007 — 2010
B.S., Accounting
Lynn Bemis Lynn Bemis's Boulay Experience May 1998 - June 1999
Job Corporate Controller at Northern Tool + Equipment
Industry Retail
Experience
Northern Tool + Equipment November 2003 - Present
Northern Tool + Equipment June 1999 - November 2003
Boulay May 1998 - June 1999
Northwest Airlines April 1996 - May 1998
Northern Tool + Equipment June 1994 - April 1996
Boulay September 1991 - June 1994
Skills
Leadership, Forecasting, Accounting, Financial Analysis, Financial Reporting, Budgets, Cash Flow, Inventory Management, Tax, Strategic Planning, Financial Accounting, Team Building, Customer Service, Negotiation, P&L, Payroll, Process Improvement, Consolidation, Cash Management, Treasury, Mergers & Acquisitions
Education
St. Cloud State University 1987 — 1991
BS, Accounting
Northern Tool + Equipment November 2003 - Present
Northern Tool + Equipment June 1999 - November 2003
Boulay May 1998 - June 1999
Northwest Airlines April 1996 - May 1998
Northern Tool + Equipment June 1994 - April 1996
Boulay September 1991 - June 1994
Skills
Leadership, Forecasting, Accounting, Financial Analysis, Financial Reporting, Budgets, Cash Flow, Inventory Management, Tax, Strategic Planning, Financial Accounting, Team Building, Customer Service, Negotiation, P&L, Payroll, Process Improvement, Consolidation, Cash Management, Treasury, Mergers & Acquisitions
Education
St. Cloud State University 1987 — 1991
BS, Accounting
Andy Kremer's Boulay Experience January 1999 - Present
Job Partner at Boulay
Industry Accounting
Experience
Andrew Kremer Law December 2005 - Present
Boulay January 1999 - Present
Skills
Strategic Financial..., Income Tax, Estate Tax Planning, Tax Preparation, Tax Research, Estate Planning, Trusts, Gift Tax
Education
William Mitchell College of Law 1996 — 1999
Juris Doctor, Law
University of Minnesota Duluth 1991 — 1995
Bachelor's, Accounting
Andrew Kremer Law December 2005 - Present
Boulay January 1999 - Present
Skills
Strategic Financial..., Income Tax, Estate Tax Planning, Tax Preparation, Tax Research, Estate Planning, Trusts, Gift Tax
Education
William Mitchell College of Law 1996 — 1999
Juris Doctor, Law
University of Minnesota Duluth 1991 — 1995
Bachelor's, Accounting
Jacqueline Dunker, MBA, CPA's Boulay Experience January 2001 - September 2002
Job Principal Accountant at Ameriprise Financial
Industry Accounting
Experience
Ameriprise Financial November 2009 - Present
Globe University September 2009 - December 2009
Ameriprise Financial December 2007 - October 2009
RBC Dain Rauscher November 2005 - June 2007
RBC Dain Rauscher September 2002 - November 2005
Boulay January 2001 - September 2002
Carlson Advisors, LLC August 1999 - January 2001
Skills
Finance, Accounting, Tax, Consolidation, Investments, CPA, Financial Analysis, Financial Reporting, Financial Planning, Forecasting, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, SEC Filings, Process Improvement
Education
Metropolitan State University 2004 — 2005
MBA, Masters of Business Administration
Lakeland College 1997 — 1999
Bachelors, Acccounting
Ameriprise Financial November 2009 - Present
Globe University September 2009 - December 2009
Ameriprise Financial December 2007 - October 2009
RBC Dain Rauscher November 2005 - June 2007
RBC Dain Rauscher September 2002 - November 2005
Boulay January 2001 - September 2002
Carlson Advisors, LLC August 1999 - January 2001
Skills
Finance, Accounting, Tax, Consolidation, Investments, CPA, Financial Analysis, Financial Reporting, Financial Planning, Forecasting, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, SEC Filings, Process Improvement
Education
Metropolitan State University 2004 — 2005
MBA, Masters of Business Administration
Lakeland College 1997 — 1999
Bachelors, Acccounting
Joan Boddicker's Boulay Experience October 2013 - Present
Job Estate and Trust Administration at Boulay
Industry Law Practice
Experience
Boulay October 2013 - Present
Johnston Law Group September 2007 - Present
Intuit November 2011 - April 2013
Rider Bennett, LLP April 2000 - December 2004
Skills
Estate Planning, Legal Research, Income Tax, Powers of Attorney, Tax, Wills, Trusts, Estate Administration, Legal Writing, Tax Research, Estate Law, Business Formation, Estate Tax Planning, Commercial Litigation, Corporate Law, Qualified Retirement...
Education
University of Minnesota - Carlson School of Management 1997 — 2000
MBT, Business Taxation
University of Iowa College of Law 1991 — 1994
J.D., Business and Tax Law
University of Iowa
BBA, Accounting
Boulay October 2013 - Present
Johnston Law Group September 2007 - Present
Intuit November 2011 - April 2013
Rider Bennett, LLP April 2000 - December 2004
Skills
Estate Planning, Legal Research, Income Tax, Powers of Attorney, Tax, Wills, Trusts, Estate Administration, Legal Writing, Tax Research, Estate Law, Business Formation, Estate Tax Planning, Commercial Litigation, Corporate Law, Qualified Retirement...
Education
University of Minnesota - Carlson School of Management 1997 — 2000
MBT, Business Taxation
University of Iowa College of Law 1991 — 1994
J.D., Business and Tax Law
University of Iowa
BBA, Accounting
Dana Bormann's Boulay Experience January 2012 - Present
Job Technical Training Manager at Boulay
Industry Accounting
Experience
Boulay January 2012 - Present
Braun Intertec Corporation July 2010 - December 2011
MA Peterson DesignBuild March 2008 - July 2010
BenNevis January 2007 - March 2008
Kroll Ontrack June 2004 - January 2007
Boulay September 1999 - June 2004
Skills
Process Improvement, Access, Budgets, Internal Controls, GAAP, Accounting, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Auditing, Financial Reporting, Microsoft Office, Financial Analysis, SEC filings
Education
Northwestern College 1995 — 1999
BS, Accounting
Boulay January 2012 - Present
Braun Intertec Corporation July 2010 - December 2011
MA Peterson DesignBuild March 2008 - July 2010
BenNevis January 2007 - March 2008
Kroll Ontrack June 2004 - January 2007
Boulay September 1999 - June 2004
Skills
Process Improvement, Access, Budgets, Internal Controls, GAAP, Accounting, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Auditing, Financial Reporting, Microsoft Office, Financial Analysis, SEC filings
Education
Northwestern College 1995 — 1999
BS, Accounting
Dan Markowitz's Boulay Experience May 2015 - Present
Job Partner at Boulay
Industry Accounting
Experience
Boulay May 2015 - Present
Boulay September 2009 - May 2015
Sobel & Co, LLC July 2007 - September 2009
Sobel & Co., LLC July 2006 - June 2007
Sobel & Co., LLC June 2004 - June 2006
Education
Utica College 2006 — 2008
MBA, Fraud Management
Penn State University 2000 — 2004
BA, Accounting
Boulay May 2015 - Present
Boulay September 2009 - May 2015
Sobel & Co, LLC July 2007 - September 2009
Sobel & Co., LLC July 2006 - June 2007
Sobel & Co., LLC June 2004 - June 2006
Education
Utica College 2006 — 2008
MBA, Fraud Management
Penn State University 2000 — 2004
BA, Accounting
Becky Wagenbach (Hoese)'s Boulay Experience November 1998 - December 2003
Job
Industry Accounting
Experience
SNI CERTES FINANCIAL PROS May 2015 - Present
PwC November 2014 - May 2015
HB Fuller August 2009 - October 2014
Pentair December 2003 - January 2009
Boulay November 1998 - December 2003
Nash Finch Company September 1997 - October 1998
Skills
Accounting, Auditing, Hyperion Enterprise, Strategic Financial..., Financial Analysis, Financial Reporting, Business Intelligence..., Microsoft Excel, Variance Analysis, Process Improvement, Business Finance..., Time Management, Interpersonal..., Consolidation, Corporate Finance, Sales Reporting, Financial Statements, Manufacturing, Internal Controls, Forecasting, US GAAP, Acquisition Integration, Account Reconciliation, Hyperion HFM, JD Edwards, ERP, Sarbanes-Oxley Act, General Ledger, Cash Flow, Budget Process, Finance Presentations, Internal Audit, Finance, Cost Accounting, Analysis, SEC filings, Essbase, Financial Planning, SEC Filings
Education
St. Cloud State University 1993 — 1997
B.S., Accounting
SNI CERTES FINANCIAL PROS May 2015 - Present
PwC November 2014 - May 2015
HB Fuller August 2009 - October 2014
Pentair December 2003 - January 2009
Boulay November 1998 - December 2003
Nash Finch Company September 1997 - October 1998
Skills
Accounting, Auditing, Hyperion Enterprise, Strategic Financial..., Financial Analysis, Financial Reporting, Business Intelligence..., Microsoft Excel, Variance Analysis, Process Improvement, Business Finance..., Time Management, Interpersonal..., Consolidation, Corporate Finance, Sales Reporting, Financial Statements, Manufacturing, Internal Controls, Forecasting, US GAAP, Acquisition Integration, Account Reconciliation, Hyperion HFM, JD Edwards, ERP, Sarbanes-Oxley Act, General Ledger, Cash Flow, Budget Process, Finance Presentations, Internal Audit, Finance, Cost Accounting, Analysis, SEC filings, Essbase, Financial Planning, SEC Filings
Education
St. Cloud State University 1993 — 1997
B.S., Accounting
Deanna Staeheli, CPA's Boulay Experience October 2009 - Present
Job Manager at Boulay
Industry Accounting
Experience
Boulay October 2009 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. March 2007 - October 2009
Wells Fargo May 2001 - March 2007
McGladrey & Pullen October 1998 - April 2001
Skills
Tax, Accounting, Estate Law, Income Tax, Corporate Tax, Estate Tax, Gift Tax, Fiduciary Tax, Generation Skipping..., Tax Returns, Tax Research, High Net Worth..., Tax Preparation, Estate Tax Planning
Education
University of St. Thomas - Opus College of Business 1997 — 1998
MBA, Accounting
California Lutheran University 1996 — 1997
B.A., Psychology
Agoura High School 1986 — 1990
Boulay October 2009 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. March 2007 - October 2009
Wells Fargo May 2001 - March 2007
McGladrey & Pullen October 1998 - April 2001
Skills
Tax, Accounting, Estate Law, Income Tax, Corporate Tax, Estate Tax, Gift Tax, Fiduciary Tax, Generation Skipping..., Tax Returns, Tax Research, High Net Worth..., Tax Preparation, Estate Tax Planning
Education
University of St. Thomas - Opus College of Business 1997 — 1998
MBA, Accounting
California Lutheran University 1996 — 1997
B.A., Psychology
Agoura High School 1986 — 1990
Diana Jacks's Boulay Experience January 2013 - Present
Job Boulay
Industry Financial Services
Experience
Boulay January 2013 - Present
PwC January 2011 - January 2013
C.A.S.E. January 2010 - January 2011
ABC Supply Co., Inc. 2008 - 2009
Charter Bank Eau Claire 2005 - 2008
Skills
Accounting, Finance, Tax, Income Tax, Banking, QuickBooks, Financial Reporting, Accounts Receivable, Financial Analysis, Accounts Payable, Forecasting, Payroll, Internal Controls, Budget, Spreadsheets, Partnership Taxation, State Tax, Fixed Asset Depreciation
Education
University of Wisconsin-Eau Claire 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
The University of Glasgow 2007 — 2008
Accounting
Boulay January 2013 - Present
PwC January 2011 - January 2013
C.A.S.E. January 2010 - January 2011
ABC Supply Co., Inc. 2008 - 2009
Charter Bank Eau Claire 2005 - 2008
Skills
Accounting, Finance, Tax, Income Tax, Banking, QuickBooks, Financial Reporting, Accounts Receivable, Financial Analysis, Accounts Payable, Forecasting, Payroll, Internal Controls, Budget, Spreadsheets, Partnership Taxation, State Tax, Fixed Asset Depreciation
Education
University of Wisconsin-Eau Claire 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
The University of Glasgow 2007 — 2008
Accounting
Cheryl Kerek's Boulay Experience July 2015 - Present
Job Supervisor at Boulay Accounting and Advisory Services
Industry Accounting
Experience
Boulay July 2015 - Present
Martin Calibration Inc. June 2013 - June 2015
Margaret M Benson LLC May 2012 - October 2013
Cheryl L Bump, CPA January 2000 - July 2000
PwC 1995 - 2000
PwC (Coopers & Lybrand) 1987 - 1995
Skills
Accounting, Internal Controls, Bookkeeping, Payroll, Financial Statements, Financial Accounting, Financial Reporting, Tax, Auditing, HR Policies, Financial Analysis, Sourcing, Talent Management, Team Building, Small Business, Training, US GAAP, Process Improvement
Education
Miami University 1982 — 1987
BA, Accounting
Miami University European Center, Luxembourg 1984 — 1985
Political Science of Western Europe and International Economics
Boulay July 2015 - Present
Martin Calibration Inc. June 2013 - June 2015
Margaret M Benson LLC May 2012 - October 2013
Cheryl L Bump, CPA January 2000 - July 2000
PwC 1995 - 2000
PwC (Coopers & Lybrand) 1987 - 1995
Skills
Accounting, Internal Controls, Bookkeeping, Payroll, Financial Statements, Financial Accounting, Financial Reporting, Tax, Auditing, HR Policies, Financial Analysis, Sourcing, Talent Management, Team Building, Small Business, Training, US GAAP, Process Improvement
Education
Miami University 1982 — 1987
BA, Accounting
Miami University European Center, Luxembourg 1984 — 1985
Political Science of Western Europe and International Economics
Erin Basney's Boulay Experience June 2004 - Present
Job Tax Manager at Boulay
Industry Accounting
Experience
Boulay June 2004 - Present
Education
Minnesota State University, Mankato 1995 — 1998
BS, Accounting
Boulay June 2004 - Present
Education
Minnesota State University, Mankato 1995 — 1998
BS, Accounting
Maureen Shelton's Boulay Experience September 2012 - November 2013
Job at Lakeview Bank
Industry Banking
Experience
Lakeview Bank November 2013 - Present
Boulay September 2012 - November 2013
Stonebridge Bank Minnesota September 2010 - August 2012
Citizens State Bank of Shakopee March 2008 - September 2010
Citizens State Bank of Shakopee February 2005 - February 2008
Citizens State Bank of Shakopee October 2000 - January 2005
Skills
Accounting, Internal Controls, Financial Reporting, Banking, Financial Accounting, GAAP, Tax, Tax Preparation
Education
Bemidji State University 2011 — 2012
BS, Accounting
Minnesota State University, Mankato 2005 — 2009
BS, MARKETING/BUSINESS ADMINISTRATION
Normandale Community College 2003 — 2009
AA, Accounting
Lakeview Bank November 2013 - Present
Boulay September 2012 - November 2013
Stonebridge Bank Minnesota September 2010 - August 2012
Citizens State Bank of Shakopee March 2008 - September 2010
Citizens State Bank of Shakopee February 2005 - February 2008
Citizens State Bank of Shakopee October 2000 - January 2005
Skills
Accounting, Internal Controls, Financial Reporting, Banking, Financial Accounting, GAAP, Tax, Tax Preparation
Education
Bemidji State University 2011 — 2012
BS, Accounting
Minnesota State University, Mankato 2005 — 2009
BS, MARKETING/BUSINESS ADMINISTRATION
Normandale Community College 2003 — 2009
AA, Accounting
Kami Nelson's Boulay Experience June 2015 - Present
Job at
Industry Financial Services
Experience
Boulay June 2015 - Present
Voyager Bank April 2013 - June 2015
Voyager Bank January 2005 - April 2013
Crown of Glory Lutheran Church June 2002 - January 2005
CNT March 1998 - April 2001
Skills
Outlook, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Banking, Leadership, Team Building
Education
Augsburg College 1994 — 1997
BA, Marketing, MIS
Boulay June 2015 - Present
Voyager Bank April 2013 - June 2015
Voyager Bank January 2005 - April 2013
Crown of Glory Lutheran Church June 2002 - January 2005
CNT March 1998 - April 2001
Skills
Outlook, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Banking, Leadership, Team Building
Education
Augsburg College 1994 — 1997
BA, Marketing, MIS
Meg Alexandra Browning CPA, MBT's Boulay Experience January 2012 - June 2013
Job Tax Senior Analyst at Peterson Sullivan LLP
Industry Accounting
Experience
Peterson Sullivan LLP June 2014 - Present
Peterson Sullivan LLP September 2013 - June 2014
Boulay January 2012 - June 2013
Key Properties August 2008 - May 2011
Skills
Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, Tax, Tax Preparation, Tax Research, Income Tax, Financial Reporting, Corporate Tax, QuickBooks, Real Estate, Financial Statements, Outlook, Bookkeeping, General Ledger
Education
University of Minnesota-Twin Cities 2011 — 2013
Master's, Business Taxation
University of Idaho 2007 — 2011
BS Bus, Accounting & Economics
Peterson Sullivan LLP June 2014 - Present
Peterson Sullivan LLP September 2013 - June 2014
Boulay January 2012 - June 2013
Key Properties August 2008 - May 2011
Skills
Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, Tax, Tax Preparation, Tax Research, Income Tax, Financial Reporting, Corporate Tax, QuickBooks, Real Estate, Financial Statements, Outlook, Bookkeeping, General Ledger
Education
University of Minnesota-Twin Cities 2011 — 2013
Master's, Business Taxation
University of Idaho 2007 — 2011
BS Bus, Accounting & Economics
Eileen O'Byrne's Boulay Experience 1993 - Present
Job Tax manager at Boulay
Industry Accounting
Experience
Boulay 1993 - Present
Boulay 1993 - Present
Saltz, Shamis & Goldfarb December 1991 - August 1992
Risk Protectors, Inc October 1987 - November 1989
Arthur Andersen & Co September 1983 - October 1987
Education
University of Minnesota - Carlson School of Management
BS, MBT, accounting
Boulay 1993 - Present
Boulay 1993 - Present
Saltz, Shamis & Goldfarb December 1991 - August 1992
Risk Protectors, Inc October 1987 - November 1989
Arthur Andersen & Co September 1983 - October 1987
Education
University of Minnesota - Carlson School of Management
BS, MBT, accounting
Brendan Lacy, J.D.'s Boulay Experience December 2013 - Present
Job Estate and Trust Associate at Boulay
Industry Accounting
Experience
Boulay December 2013 - Present
AccountAbility Minnesota January 2012 - March 2013
Rinella and Rinella, Ltd. May 2012 - August 2012
Le Vander and Vander Linden, P.A. August 2011 - January 2012
Rinella and Rinella, Ltd. May 2009 - August 2011
Education
University of Saint Thomas School of Law 2010 — 2013
Juris Doctor (J.D.), Tax and Business Law Concentration, Magna Cum Laude
Denison University 2005 — 2009
B.A., Economics, Spanish
Boulay December 2013 - Present
AccountAbility Minnesota January 2012 - March 2013
Rinella and Rinella, Ltd. May 2012 - August 2012
Le Vander and Vander Linden, P.A. August 2011 - January 2012
Rinella and Rinella, Ltd. May 2009 - August 2011
Education
University of Saint Thomas School of Law 2010 — 2013
Juris Doctor (J.D.), Tax and Business Law Concentration, Magna Cum Laude
Denison University 2005 — 2009
B.A., Economics, Spanish
Logan Richman, CPA's Boulay Experience October 2013 - Present
Job Tax Supervisor at Boulay
Industry Accounting
Experience
Boulay October 2013 - Present
Boulay June 2012 - October 2013
Boulay September 2009 - June 2012
Cargill April 2008 - April 2009
Concordia College April 2007 - April 2008
Tim Richman Farm April 1997 - September 2006
Education
Concordia College 2005 — 2009
Bachelor of Arts, Accounting, Religion
Boulay October 2013 - Present
Boulay June 2012 - October 2013
Boulay September 2009 - June 2012
Cargill April 2008 - April 2009
Concordia College April 2007 - April 2008
Tim Richman Farm April 1997 - September 2006
Education
Concordia College 2005 — 2009
Bachelor of Arts, Accounting, Religion
Colin Crawford, CPA's Boulay Experience January 2010 - August 2013
Job Tax Supervisor at Regis Corporation
Industry Accounting
Experience
Regis Corporation January 2015 - Present
Regis Corporation August 2013 - December 2014
Boulay January 2010 - August 2013
Wright County Parks Department May 2005 - September 2009
Boulay January 2009 - April 2009
Skills
Accounting, Income Tax, Tax, Tax Returns, Corporate Tax, Partnership Taxation, S Corporations, CPA, Fixed Assets, Tax Preparation, Transfer Pricing, Account Reconciliation
Education
North Dakota State University 2005 — 2010
Bachelors, Accounting
Regis Corporation January 2015 - Present
Regis Corporation August 2013 - December 2014
Boulay January 2010 - August 2013
Wright County Parks Department May 2005 - September 2009
Boulay January 2009 - April 2009
Skills
Accounting, Income Tax, Tax, Tax Returns, Corporate Tax, Partnership Taxation, S Corporations, CPA, Fixed Assets, Tax Preparation, Transfer Pricing, Account Reconciliation
Education
North Dakota State University 2005 — 2010
Bachelors, Accounting
Bruce Paulson's Boulay Experience October 2011 - October 2013
Job Staff Accountant at Thrifty White Pharmacy
Industry Accounting
Experience
Thrifty White Pharmacy July 2015 - Present
J.C. Autoworks June 2004 - Present
Access Genetics March 2014 - July 2015
Boulay October 2011 - October 2013
Alerus Financial June 2010 - October 2011
Skills
Trust Taxation, Financial Analysis, Estate Tax Planning, Tax Preparation, Estate Planning, Tax Research, Gift Tax, Gift Planning, Microsoft Excel, Journal Entries, Accounting, General Ledger, Account Reconciliation, Financial Accounting
Education
University of Minnesota-Duluth 2006 — 2010
Bachelor's Degree
Thrifty White Pharmacy July 2015 - Present
J.C. Autoworks June 2004 - Present
Access Genetics March 2014 - July 2015
Boulay October 2011 - October 2013
Alerus Financial June 2010 - October 2011
Skills
Trust Taxation, Financial Analysis, Estate Tax Planning, Tax Preparation, Estate Planning, Tax Research, Gift Tax, Gift Planning, Microsoft Excel, Journal Entries, Accounting, General Ledger, Account Reconciliation, Financial Accounting
Education
University of Minnesota-Duluth 2006 — 2010
Bachelor's Degree