Brown, Graham & Co
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Brown, Graham & Co Employees
L. Dale Ross, CPA, P.C. December 2014 - Present
Brown, Graham & Co September 2005 - November 2014
Sherri R. Champion, CPA May 2003 - September 2005
Henderson, Edwards, Wilson, CPA's May 1986 - May 2003
Skills
Tax, Tax Research, Multi-state tax returns, Estate Tax Planning, Financial Planners, Partnership Taxation, CPA, Corporate Tax, Tax-planning, corporations, S Corporations, GAAP, Oil/Gas, Healthcare, Tax Accounting, Income Tax, QuickBooks, CCH ProSystem fx, CCH Intelliconnect, CCH Research, Sales Tax, Franchise Tax, OGSYS, audit, ComputerEase, Construction Accounting, 401k audits, Compilation Of..., Reviews, Payroll Services, Bookkeeping, Auditing, Accounting, Tax Planning, Financial Reporting
Education
Texas A&M University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Brown, Graham & Co
Skills
Tax Research, Corporate Tax, Income Tax, Tax, Accounting, QuickBooks, Financial Statements, General Ledger, Financial Reporting, Financial Accounting, S Corporations
Education
University of Michigan 2002 — 2004
BBA, Accounting, 3.9
Baker College Business and Corporate Services
Master of Business Administration (MBA), Baker College, 3.75
Brown, Graham & Co October 2012 - March 2013
PwC July 2009 - August 2009
Bank of China June 2007 - August 2007
Skills
Tax Research, Financial Statements, Financial Audits, Microsoft Excel, Internal Audit
Education
The University of Texas at Dallas 2013 — 2015
Master's Degree, Finance, 3.8
The University of Texas at Dallas 2010 — 2012
Master, Accounting and Information Management, 3.9
Southwestern University of Finance and Economics 2006 — 2010
B.A, Bilingual Accounting, 3.7
FHWien 2008 — 2009
NOW CFO August 2014 - Present
NOW CFO April 2013 - August 2014
Accurence June 2011 - April 2013
EKS&H December 2005 - June 2011
eCollege August 2005 - November 2005
Centre Real Estate & Development July 2004 - August 2005
Brown, Graham & Co June 2003 - May 2004
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, GAAP, CPA, Internal Controls, General Ledger, Financial Accounting, US GAAP, Account Reconciliation, Forecasting, Payroll, Fixed Assets, Revenue Recognition
Education
Southwestern University 2000 — 2004
Bachelor of Arts, Accounting
Soukup, Bush & Associates, P.C. November 1997 - Present
Thompson & Associates November 1995 - November 1997
Brown, Graham & Co 1992 - 1995
Skills
Business and Individual..., Certified Fraud Examiner, Auditing, Reviews, Compilation, Certified CaseWare..., Tax Consulting and..., Caseware, Tax Preparation, CPA, Financial Planners, Financial Accounting, Tax Advisory, Assurance, Accounting, Internal Controls, Tax Returns, Corporate Tax, Forensic Accounting, Financial Planning, Financial Reporting, Tax, Income Tax
Education
Angelo State University 1987 — 1991
BBA, Accounting
B2 Legal Management, LLC March 2014 - Present
The Boon Group April 2008 - March 2014
Williamson County Sheriff's Department August 2006 - May 2008
S & S Creative Events 2003 - 2006
Brown, Graham & Co 2004 - 2005
Plan Data, Inc./Invesmart, Inc. 1998 - 2002
Skills
Employee Relations, Employee Benefits, Employment Law, Performance Management, Training, Policy, Payroll, Coaching, HRIS, Deferred Compensation, Personnel Management, Employee Training, Internal Communications, Training & Development, Compensation Planning, Employee Counseling, Crisis Counseling, Crisis Intervention, Creative Problem Solving, Policy/Procedure..., Positive & Optimistic, Compensation, Compliance, Event Management, Conflict Resolution, Organizational..., Interviewing, Employee Engagement, Leadership Development, Recruitment/Retention, Onboarding, Human Resources, Recruiting, Benefits Administration, Management, Job Descriptions, Budgets, Workforce Planning, New Hire Orientations, COBRA, HR Policies, Technical Recruiting, Mergers & Acquisitions, Employee Handbooks, FMLA, Recruitment Advertising, Talent Acquisition, Talent Management, Customer Service, Leadership
Education
The University of Texas at Austin
Psychology
ADVI Health, LLC October 2013 - Present
Padgett, Stratemann & Co., LLP January 2007 - September 2013
Brown, Graham & Co January 2005 - December 2006
Brown, Graham & Company, P.C. January 2002 - December 2004
Skills
Auditing, Internal Audit, Accounting, Banking, Loans, loan review, Investor Relations, Litigation Support, Bank Compliance, Process Improvement, Business Process..., Management Consulting, Compilation, Assurance, Revenue Recognition, Real Estate Transactions, Operating Budgets, Microsoft Excel, Analytics, Financial Analysis, Financial Modeling, Communication Skills, GAAP Standards, US GAAP reporting, US GAAP, CPA, SEC filings
Education
Southwestern University 1998 — 2002
BA, Accounting
Escuela Superior de Administración y Dirección de Empresas 2001 — 2001
Term Abroad, International Marketing
London School of Economics and Political Science 2000 — 2000
Term Abroad, International Business
USAA May 2014 - Present
AMD July 2012 - May 2014
Advanced Micro Devices September 2009 - July 2012
AMD August 2008 - September 2009
AMD December 2007 - August 2008
Vignette 2007 - 2007
Brown, Graham & Co 2006 - 2007
Mission Mortgage of Texas 2005 - 2006
Skills
Sarbanes-Oxley Act, Financial Analysis, Forecasting, Financial Reporting, Accounting, Financial Modeling, US GAAP, Financial Accounting, Cost Accounting, Budgets, Internal Audit, Process Improvement, Internal Controls, SAP, Revenue Recognition, Financial Forecasting, SEC filings, Finance, Cross-functional Team..., Managerial Finance, Hyperion Enterprise, Strategic Financial...
Education
Concordia University-Austin 2011 — 2012
Master of Business Administration
Texas State University-San Marcos 2003 — 2005
Bachelor of Business Administration, Accounting
Brown, Graham & Company, P.C. January 2015 - Present
Brown, Graham & Co January 2005 - December 2014
New Hope Manor September 2000 - September 2002
Skills
Income Tax, Account Reconciliation, Corporate Tax, GAAP, Internal Audit, Cost Accounting, Financial Reporting, Tax, Fixed Assets, General Ledger, Accounting, Auditing, Internal Controls, Sarbanes-Oxley Act, QuickBooks, CPA, Financial Accounting
Education
University of Mary-Hardin Baylor 2002 — 2005
BBA, Accounting
Mclennan Community College 1995 — 1997
ADN, Nursing
Brown, Graham & Co December 2009 - Present
PricewaterhouseCoopers October 2007 - January 2009
Argonaut Group 2006 - 2007
Skills
Auditing, US GAAP, Financial Analysis, Financial Accounting
Education
The University of Texas at San Antonio 2002 — 2006
BBA, Finance and Accounting
Brown, Graham & Co. November 2009 - Present
Southwestern University August 2011 - December 2013
Southwestern University January 2008 - May 2008
Dell August 1998 - March 2004
James E. Roberson & Co., PC January 1996 - August 1998
USDA - Office of Inspector General May 1994 - January 1996
Brown, Graham & Co January 1992 - May 1994
Skills
Accounting, QuickBooks, Financial Reporting, Tax, Finance, Financial Accounting, General Ledger, Financial Statements, Employee Training, Financial Analysis, Payroll, GAAP, Budgets, Microsoft Excel, Accounts Payable, Accounts Receivable, Microsoft Office, US GAAP
Education
Southwestern University 1990 — 1994
B.A., Accounting
Texas State University-San Marcos 1999 — 2001
MBA
Brown, Graham & Co
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, QuickBooks, Accounting
Education
Amarillo College 1976 — 1978
Associates, Businss
IF Hummingbird FD/Ken & Jill Iscol April 2013 - Present
Brown, Graham & Co January 2010 - April 2013
Leal's Management, LLC January 2008 - January 2010
Cellular One Amarillo July 1987 - August 2007
Skills
Payroll, Microsoft Excel, Customer Service, General Ledger, Training, Human Resources
Education
Amarillo College
Political Science
WTAMU
Brown, Graham & Co January 2012 - January 2014
First Texas Bank May 2010 - January 2012
Education
Texas State University-San Marcos
BBA, Accounting
Texas State University-San Marcos 2005 — 2011
BBA, Management
Wentwood Capital Advisors, LP December 2013 - Present
Weaver May 2009 - December 2013
Brown, Graham & Co January 2006 - May 2009
Skills
CPA, Tax Research, Financial Reporting, Tax, Corporate Tax, GAAP, Accounting, Financial Analysis, Tax Accounting, Income Tax, Due Diligence
Education
The University of Texas at Austin 1993 — 1996
Master in Professional Accounting - 1996, Taxation
The University of Texas at Austin 1993 — 1996
BBA, Accounting
TaxPro February 2012 - February 2013
Brown, Graham & Co January 2009 - May 2009
Collier Johnson & Woods P.C. July 2008 - August 2008
Skills
Tax
Education
Texas A&M University-Corpus Christi 2009 — 2010
Master's degree, Accounting
Southwestern University 2005 — 2009
Bachelor of Arts, Accounting
Brown, Graham & Co September 2009 - Present
Skills
Tax, Income Tax, QuickBooks, Bookkeeping, Payroll, Payroll Taxes, Tax Returns, Partnership Taxation, Corporate Tax, S Corporations, Multi-state tax returns, CCH ProSystem fx, CCH Intelliconnect, Tax Research, Accounting, Auditing, Financial Reporting, Franchise Tax, Sales Tax, Estate Tax Planning, Healthcare, Tax-planning, ComputerEase, 401k Audits, GAAP, Oil/Gas, Construction Accounting, Reviews, Compilation Of..., Financial Statements
Education
University of Mary Hardin-Baylor 2006 — 2010
Bachelor's Degree, Accounting