CBIZ Company
Industry: Management services company
DescriptionCEO: Jerome P Grisko Headquarters: Cleveland, Ohio, United States Founded: 1987 Chief information officer: John Fleischer Subsidiaries: CMF Associates, LLC, EFL Associates Inc, SVPs: David J Sibits (Strategic Development, Financial Services), John Fleischer
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CBIZ Employees
Employee
Years
Job
Industry
Hans Fredericksen Hans Fredericksen's CBIZ Experience August 2012 - December 2012
Job Tax Associate
Industry Accounting
Experience
Richey May & Co., LLP January 2014 - Present
BYU-Idaho January 2013 - December 2013
CBIZ August 2012 - December 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Internal Audit, Forensic Accounting, QuickBooks, Finance, Financial Accounting, General Ledger, Analysis
Education
Brigham Young University - Idaho 2011 — 2013
Bachelor of Science (B.S.), Accounting, 3.9 GPA
Richey May & Co., LLP January 2014 - Present
BYU-Idaho January 2013 - December 2013
CBIZ August 2012 - December 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Internal Audit, Forensic Accounting, QuickBooks, Finance, Financial Accounting, General Ledger, Analysis
Education
Brigham Young University - Idaho 2011 — 2013
Bachelor of Science (B.S.), Accounting, 3.9 GPA
Katy Britt Katy Britt's CBIZ Experience April 1997 - October 2013
Job Human Resources Coordinator at Netsmart Technologies
Industry Human Resources
Experience
Netsmart Technologies October 2013 - Present
CBIZ April 1997 - October 2013
CBIZ 2001 - 2006
Robert D. O'Byrne & Associates/CBIZ April 1997 - January 1999
Skills
Recruiting, Human Resources, Performance Management, Onboarding, Benefits Administration, Customer Retention, Employee Relations, Interviews, Training, Talent Acquisition, Employee Benefits, Deferred Compensation, Strategy, HRIS, Payroll, Management, FMLA, Employment Law, Leadership, Talent Management, Event Management
Education
Baker College Center for Graduate Studies
Working towards Associates in HR Management
SHRM PHR/SPHR class
Netsmart Technologies October 2013 - Present
CBIZ April 1997 - October 2013
CBIZ 2001 - 2006
Robert D. O'Byrne & Associates/CBIZ April 1997 - January 1999
Skills
Recruiting, Human Resources, Performance Management, Onboarding, Benefits Administration, Customer Retention, Employee Relations, Interviews, Training, Talent Acquisition, Employee Benefits, Deferred Compensation, Strategy, HRIS, Payroll, Management, FMLA, Employment Law, Leadership, Talent Management, Event Management
Education
Baker College Center for Graduate Studies
Working towards Associates in HR Management
SHRM PHR/SPHR class
Loraine Feldmeier Loraine Feldmeier's CBIZ Experience September 2014 - Present
Job Compensation Associate at CBIZ
Industry Human Resources
Experience
CBIZ September 2014 - Present
CBIZ September 2012 - August 2014
Jefferson National Parks Association May 2006 - August 2010
Skills
Event Planning, Public Speaking, Leadership, Nonprofits
Education
Kirksville Area Technical Center 2011 — 2012
Emergency Medical Technology/Technician
Truman State University 2008 — 2012
Bachelor of Science (BS), Health Science
Cor Jesu
CBIZ September 2014 - Present
CBIZ September 2012 - August 2014
Jefferson National Parks Association May 2006 - August 2010
Skills
Event Planning, Public Speaking, Leadership, Nonprofits
Education
Kirksville Area Technical Center 2011 — 2012
Emergency Medical Technology/Technician
Truman State University 2008 — 2012
Bachelor of Science (BS), Health Science
Cor Jesu
Jennifer Zeck Jennifer Zeck's CBIZ Experience July 2015 - Present
Job Retirement Plan Consultant at CBIZ
Industry Financial Services
Experience
CBIZ July 2015 - Present
BB&T August 2014 - July 2015
PNC March 1997 - July 2014
Skills
Banking, Credit, Portfolio Management, Risk Management, Financial Analysis, Customer Service, Management, Finance, Investments, Loans, Underwriting
Education
Ashland University
Teaching Certificate, Elementary Education 1-8
The Ohio State University
Bachelor of Science (BS), Family and Consumer Sciences/Home Economics Teacher Education
CBIZ July 2015 - Present
BB&T August 2014 - July 2015
PNC March 1997 - July 2014
Skills
Banking, Credit, Portfolio Management, Risk Management, Financial Analysis, Customer Service, Management, Finance, Investments, Loans, Underwriting
Education
Ashland University
Teaching Certificate, Elementary Education 1-8
The Ohio State University
Bachelor of Science (BS), Family and Consumer Sciences/Home Economics Teacher Education
Stacy Emerick, QKA's CBIZ Experience August 1999 - Present
Job Pension Analyst at CBIZ Benefits and Insurance Services
Industry Insurance
Experience
CBIZ August 1999 - Present
Skills
Payroll Taxes, Payroll, Financial Reporting, Pension Administration, Compliance Testing, Retirement Planning, ERISA, Defined Contribution, Accounting, Account Reconciliation, Statutory Compliances, Customer Service, Long-term Customer..., Client Relations Skills, Problem Solving, Problem Analysis
Education
ASPPA 2013 — 2014
QKA
Allegany College of Maryland 1997 — 1999
Associate of Science (AS), Administrative Assistant and Secretarial Science, General
CBIZ August 1999 - Present
Skills
Payroll Taxes, Payroll, Financial Reporting, Pension Administration, Compliance Testing, Retirement Planning, ERISA, Defined Contribution, Accounting, Account Reconciliation, Statutory Compliances, Customer Service, Long-term Customer..., Client Relations Skills, Problem Solving, Problem Analysis
Education
ASPPA 2013 — 2014
QKA
Allegany College of Maryland 1997 — 1999
Associate of Science (AS), Administrative Assistant and Secretarial Science, General
Cori Derrick Cori Derrick's CBIZ Experience January 2012 - Present
Job Area Manager Southwest Region at CBIZ
Industry Human Resources
Experience
CBIZ January 2012 - Present
Pay-Tech March 2010 - January 2012
Vangard Concept Offices 2009 - 2010
Target Commercial Interiors 2007 - 2009
Metavante Corp. 1998 - 2006
Manpower Inc. 1996 - 1998
US Bank 1980 - 1996
Skills
Human Resources, Benefits Administration, Start-ups, Employee Benefits, Payroll, Account Management, Performance Management, Management, Budgets, Contract Negotiation, Leadership, HRIS, Outsourcing, Time Management, Finance, Accounting, Recruiting, Sales, Strategic Planning, Employee Relations
Education
Alverno College
Bachlor of Arts, Business Management & Computer Science
CBIZ January 2012 - Present
Pay-Tech March 2010 - January 2012
Vangard Concept Offices 2009 - 2010
Target Commercial Interiors 2007 - 2009
Metavante Corp. 1998 - 2006
Manpower Inc. 1996 - 1998
US Bank 1980 - 1996
Skills
Human Resources, Benefits Administration, Start-ups, Employee Benefits, Payroll, Account Management, Performance Management, Management, Budgets, Contract Negotiation, Leadership, HRIS, Outsourcing, Time Management, Finance, Accounting, Recruiting, Sales, Strategic Planning, Employee Relations
Education
Alverno College
Bachlor of Arts, Business Management & Computer Science
Daniel Rosenthal Daniel Rosenthal's CBIZ Experience July 2010 - Present
Job National Marketing Director at CBIZ
Industry Marketing and Advertising
Experience
CBIZ July 2010 - Present
CBIZ September 2008 - July 2010
CBIZ October 2006 - September 2008
The Jewish Federation of Greater Washington 2005 - 2006
The Jewish Federation of Greater Washington 2004 - 2005
The Jewish Federation of Greater Washington 2002 - 2004
United Synagogue Youth 1999 - 2002
USCJ 1999 - 2002
Skills
Marketing Strategy, Marketing Communications, Project Management, Problem Solving, Direct Marketing, Process Improvement, Strategic Planning, Marketing, Salesforce.com, Management, Change Management, Leadership, Public Relations, Fundraising, Copywriting, Business Development, Advertising, Event Management, Trade Shows, Community Outreach, Nonprofits, Personnel Management, Market Analysis, Social Media, Lead Generation, Budgets, CRM, B2B Marketing, Email Marketing, Brand Management, Internal Communications
Education
Bradley University 1997 — 1999
Bachelor of Science (B.S.)
The University of Kansas 1995 — 1997
Blue Valley North High School 1990 — 1994
CBIZ July 2010 - Present
CBIZ September 2008 - July 2010
CBIZ October 2006 - September 2008
The Jewish Federation of Greater Washington 2005 - 2006
The Jewish Federation of Greater Washington 2004 - 2005
The Jewish Federation of Greater Washington 2002 - 2004
United Synagogue Youth 1999 - 2002
USCJ 1999 - 2002
Skills
Marketing Strategy, Marketing Communications, Project Management, Problem Solving, Direct Marketing, Process Improvement, Strategic Planning, Marketing, Salesforce.com, Management, Change Management, Leadership, Public Relations, Fundraising, Copywriting, Business Development, Advertising, Event Management, Trade Shows, Community Outreach, Nonprofits, Personnel Management, Market Analysis, Social Media, Lead Generation, Budgets, CRM, B2B Marketing, Email Marketing, Brand Management, Internal Communications
Education
Bradley University 1997 — 1999
Bachelor of Science (B.S.)
The University of Kansas 1995 — 1997
Blue Valley North High School 1990 — 1994
Guilherme Brandao Guilherme Brandao's CBIZ Experience August 2013 - December 2013
Job MAcc Student at Idaho State University Seeking Employment Opportunities
Industry Accounting
Experience
Idaho State University January 2015 - Present
BYU-Idaho July 2014 - December 2014
BYU-Idaho April 2011 - December 2014
Deloitte January 2014 - March 2014
CBIZ August 2013 - December 2013
BYU-Idaho January 2012 - July 2013
Self-Employed February 2010 - April 2011
The Church of Jesus Christ of Latter-day Saints June 2010 - November 2010
Skills
Accounting, Income Tax, Tax Accounting, Japanese, Tax Preparation, Brazilian Portuguese, Microsoft Excel, Tax, Translation, Latin American culture, Mechatronics, Japanese culture, Conversational Japanese, Auditing, Microsoft Office, Time Management, Public Speaking, Analysis, Customer Service, PowerPoint, Cost Accounting, Teamwork, Microsoft Word, Spanish, Management
Education
Brigham Young University - Idaho 2011 — 2014
Accounting, Bachelor of Science, Accounting – Business Finance, Cumulative GPA 3.82 Major GPA 3.63
ETE Getulio Vargas 2005 — 2006
Technician, Mechatronics, Robotics, and Automation Engineering
Idaho State University January 2015 - Present
BYU-Idaho July 2014 - December 2014
BYU-Idaho April 2011 - December 2014
Deloitte January 2014 - March 2014
CBIZ August 2013 - December 2013
BYU-Idaho January 2012 - July 2013
Self-Employed February 2010 - April 2011
The Church of Jesus Christ of Latter-day Saints June 2010 - November 2010
Skills
Accounting, Income Tax, Tax Accounting, Japanese, Tax Preparation, Brazilian Portuguese, Microsoft Excel, Tax, Translation, Latin American culture, Mechatronics, Japanese culture, Conversational Japanese, Auditing, Microsoft Office, Time Management, Public Speaking, Analysis, Customer Service, PowerPoint, Cost Accounting, Teamwork, Microsoft Word, Spanish, Management
Education
Brigham Young University - Idaho 2011 — 2014
Accounting, Bachelor of Science, Accounting – Business Finance, Cumulative GPA 3.82 Major GPA 3.63
ETE Getulio Vargas 2005 — 2006
Technician, Mechatronics, Robotics, and Automation Engineering
Courtney Miller Courtney Miller's CBIZ Experience August 2013 - December 2013
Job Production Planner at Melaleuca:The Wellness Company
Industry Health, Wellness and Fitness
Experience
Melaleuca:The Wellness Company July 2014 - Present
Melaleuca:The Wellness Company July 2012 - June 2014
CBIZ August 2013 - December 2013
The Salvation Army Ray and Joan Kroc Corps Community Center of Salem, Oregon May 2010 - July 2012
Skills
Accounting, Forensic Accounting, Production Planning, Customer Service, Time Management, Leadership, QuickBooks, Access, Microsoft Word, Outlook, Customer Satisfaction, Data Entry
Education
Brigham Young University - Idaho 2012 — 2014
Bachelor of Science (BS), Accounting
Chemeketa Community College 2010 — 2012
Associate of Science (AS), Accounting
Melaleuca:The Wellness Company July 2014 - Present
Melaleuca:The Wellness Company July 2012 - June 2014
CBIZ August 2013 - December 2013
The Salvation Army Ray and Joan Kroc Corps Community Center of Salem, Oregon May 2010 - July 2012
Skills
Accounting, Forensic Accounting, Production Planning, Customer Service, Time Management, Leadership, QuickBooks, Access, Microsoft Word, Outlook, Customer Satisfaction, Data Entry
Education
Brigham Young University - Idaho 2012 — 2014
Bachelor of Science (BS), Accounting
Chemeketa Community College 2010 — 2012
Associate of Science (AS), Accounting
Lynne Cobin's CBIZ Experience April 2013 - Present
Job Senior Associate at CBIZ
Industry Accounting
Experience
CBIZ April 2013 - Present
J.P. Morgan Retirement Plan Services April 2011 - April 2013
CenturyLink January 2007 - April 2011
Embarq 2005 - 2007
JP Morgan 2003 - 2005
Sprint 2001 - 2003
Skills
Telecommunications, Project Management, Business Analysis, Management, Budgets, Business Process, Strategic Planning, Finance, Process Improvement, Business Process..., Leadership, Team Leadership, Software Documentation, Financial Analysis, Negotiation
Education
Baker University 2004 — 2007
Bachelor, Science in Management
Aquinas
Kansas State University
CBIZ April 2013 - Present
J.P. Morgan Retirement Plan Services April 2011 - April 2013
CenturyLink January 2007 - April 2011
Embarq 2005 - 2007
JP Morgan 2003 - 2005
Sprint 2001 - 2003
Skills
Telecommunications, Project Management, Business Analysis, Management, Budgets, Business Process, Strategic Planning, Finance, Process Improvement, Business Process..., Leadership, Team Leadership, Software Documentation, Financial Analysis, Negotiation
Education
Baker University 2004 — 2007
Bachelor, Science in Management
Aquinas
Kansas State University
Todd Sampson M.Ed. Todd Sampson M.Ed.'s CBIZ Experience March 2008 - April 2014
Job District Manager at Paylocity
Industry Computer Software
Experience
Paylocity April 2014 - Present
CBIZ March 2008 - April 2014
ADP 2000 - 2008
Education 1990 - 2000
Skills
Employee Benefits, Sales, HRIS, Human Resources, Payroll, Benefits Administration, Insurance, Performance Management, Onboarding, New Business Development, Small Business, SaaS, Management, Business Development, Professional Services, Budgets, Personnel Management, Leadership, Salesforce.com
Education
Bethel University
Paylocity April 2014 - Present
CBIZ March 2008 - April 2014
ADP 2000 - 2008
Education 1990 - 2000
Skills
Employee Benefits, Sales, HRIS, Human Resources, Payroll, Benefits Administration, Insurance, Performance Management, Onboarding, New Business Development, Small Business, SaaS, Management, Business Development, Professional Services, Budgets, Personnel Management, Leadership, Salesforce.com
Education
Bethel University
On Chi Li's CBIZ Experience January 2002 - April 2002
Job Graduate student in Information Management and Tax compliance auditor
Industry Government Administration
Experience
Internal Revenue Service June 2009 - Present
Pilgrim's Pride June 2008 - October 2008
CBIZ January 2002 - April 2002
Arizona State University 2001 - 2002
IBM June 2000 - December 2000
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Science (M.S.), Information Management
Texas A&M University-Commerce 2008 — 2011
Master of Science (M.S.), Finance
Texas A&M University-Commerce 2007 — 2009
Master of Business Administration (MBA), minor in Accounting
Arizona State University, W. P. Carey School of Business 1996 — 2002
Bachelor of Science (B.S.), Accountancy
Maryknoll Convent School
Hong Kong
Internal Revenue Service June 2009 - Present
Pilgrim's Pride June 2008 - October 2008
CBIZ January 2002 - April 2002
Arizona State University 2001 - 2002
IBM June 2000 - December 2000
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Science (M.S.), Information Management
Texas A&M University-Commerce 2008 — 2011
Master of Science (M.S.), Finance
Texas A&M University-Commerce 2007 — 2009
Master of Business Administration (MBA), minor in Accounting
Arizona State University, W. P. Carey School of Business 1996 — 2002
Bachelor of Science (B.S.), Accountancy
Maryknoll Convent School
Hong Kong
Barbara Balder's CBIZ Experience January 2005 - May 2011
Job I specialize in helping employers increase benefits without increasing budgets
Industry Insurance
Experience
Integra Benefit Advisors June 2011 - Present
CBIZ January 2005 - May 2011
Skills
Insurance, Employee Benefits, Benefits Administration, Disability Insurance, Underwriting, Management, Medicare, Health Savings Accounts, Health Insurance, Analysis, Managed Care, Workers Compensation, Brokers, Life Insurance, Sales
Education
Ashford University 2009 — 2010
BA, Organizational Management, 4.0
Ashford University
Bachelor of Arts (B.A.), Organizational Management
Integra Benefit Advisors June 2011 - Present
CBIZ January 2005 - May 2011
Skills
Insurance, Employee Benefits, Benefits Administration, Disability Insurance, Underwriting, Management, Medicare, Health Savings Accounts, Health Insurance, Analysis, Managed Care, Workers Compensation, Brokers, Life Insurance, Sales
Education
Ashford University 2009 — 2010
BA, Organizational Management, 4.0
Ashford University
Bachelor of Arts (B.A.), Organizational Management
Paul Soos - CIA, CRMA, CFE, CICA, CIDA Paul Soos - CIA, CRMA, CFE, CICA, CIDA's CBIZ Experience 2006 - Present
Job
Industry Financial Services
Experience
Preparis, Inc. April 2015 - Present
CBIZ 2006 - Present
The Scott Fetzer Company 2004 - 2006
The Scott Fetzer Company 2001 - 2004
The Little Tikes Company 2000 - 2000
Norandex Building Materials 1999 - 2000
Norandex Building Materials 1998 - 1999
Chase Financial Services 1996 - 1998
Skills
Data Analysis, Investigation, Certified Fraud Examiner, Internal Audit, Accounting, Financial Risk, Sarbanes-Oxley Act, Auditing, Internal Controls, Forensic Accounting, Fraud, GAAP, Financial Analysis, Business Valuation, Financial Reporting, Enterprise Risk..., Process Improvement, US GAAP, SEC filings, CPA
Education
Baldwin Wallace University
B.A.
Preparis, Inc. April 2015 - Present
CBIZ 2006 - Present
The Scott Fetzer Company 2004 - 2006
The Scott Fetzer Company 2001 - 2004
The Little Tikes Company 2000 - 2000
Norandex Building Materials 1999 - 2000
Norandex Building Materials 1998 - 1999
Chase Financial Services 1996 - 1998
Skills
Data Analysis, Investigation, Certified Fraud Examiner, Internal Audit, Accounting, Financial Risk, Sarbanes-Oxley Act, Auditing, Internal Controls, Forensic Accounting, Fraud, GAAP, Financial Analysis, Business Valuation, Financial Reporting, Enterprise Risk..., Process Improvement, US GAAP, SEC filings, CPA
Education
Baldwin Wallace University
B.A.
Lauren Mulrooney's CBIZ Experience July 2002 - April 2006
Job Managing Director at Meridian Health
Industry Hospital & Health Care
Experience
Meridian Health June 2015 - Present
Meridian Health January 2013 - June 2015
Holy Redeemer Health System November 2008 - January 2013
Horizon Healthcare Staffing October 2004 - April 2009
Arcadia Nursing and Rehab April 2005 - October 2008
CBIZ July 2002 - April 2006
Kensington Manor A Saint Barnabas Facility November 2000 - March 2003
Skills
CRRN, LNC, Healthcare, Hospitals, Nursing, Healthcare Management, Medicare, Home Care, Case Managment, Patient Safety, BLS, Cpr Certified, Clinical Research, Medicaid, Elder Care, Palliative Care, EHR, Inpatient, Healthcare Consulting, HIPAA, Managed Care, Orthopedic, Medical Terminology, Medical Records, Patient Education, Nursing Education, Medicine, Wound Care, Public Health, Healthcare Industry, Patient Advocacy, Medical Billing, Utilization Management, IV, Health Education, Rehabilitation, Treatment, Long-term Care, Physician Relations, JCAHO, Quality Improvement, Revenue Cycle, Acute Care, EMR, Physicians, CPR Certified, Team Leadership
Education
American Sentinel University, Denver 2010 — 2012
BSN, Nursing
Ocean County College 1988 — 1992
Associates Degree, Nursing
Meridian Health June 2015 - Present
Meridian Health January 2013 - June 2015
Holy Redeemer Health System November 2008 - January 2013
Horizon Healthcare Staffing October 2004 - April 2009
Arcadia Nursing and Rehab April 2005 - October 2008
CBIZ July 2002 - April 2006
Kensington Manor A Saint Barnabas Facility November 2000 - March 2003
Skills
CRRN, LNC, Healthcare, Hospitals, Nursing, Healthcare Management, Medicare, Home Care, Case Managment, Patient Safety, BLS, Cpr Certified, Clinical Research, Medicaid, Elder Care, Palliative Care, EHR, Inpatient, Healthcare Consulting, HIPAA, Managed Care, Orthopedic, Medical Terminology, Medical Records, Patient Education, Nursing Education, Medicine, Wound Care, Public Health, Healthcare Industry, Patient Advocacy, Medical Billing, Utilization Management, IV, Health Education, Rehabilitation, Treatment, Long-term Care, Physician Relations, JCAHO, Quality Improvement, Revenue Cycle, Acute Care, EMR, Physicians, CPR Certified, Team Leadership
Education
American Sentinel University, Denver 2010 — 2012
BSN, Nursing
Ocean County College 1988 — 1992
Associates Degree, Nursing
Julie Dobson Julie Dobson's CBIZ Experience July 2008 - November 2011
Job Implementation Team Lead at DialogTech
Industry Computer Software
Experience
DialogTech formerly Mongoose Metrics November 2011 - Present
CBIZ July 2008 - November 2011
Tax Projects Group January 2008 - July 2008
Boundless Flight January 2006 - May 2008
Sherwin Williams January 2007 - January 2008
Skills
Project Management, Business Intelligence, Analytics, Salesforce.com, CRM, Software Development, Enterprise Software, SQL, SharePoint, Databases, Integration, Leadership, Process Improvement, Business Process, Customer Retention, SDLC
Education
Baldwin-Wallace College 2004 — 2008
DialogTech formerly Mongoose Metrics November 2011 - Present
CBIZ July 2008 - November 2011
Tax Projects Group January 2008 - July 2008
Boundless Flight January 2006 - May 2008
Sherwin Williams January 2007 - January 2008
Skills
Project Management, Business Intelligence, Analytics, Salesforce.com, CRM, Software Development, Enterprise Software, SQL, SharePoint, Databases, Integration, Leadership, Process Improvement, Business Process, Customer Retention, SDLC
Education
Baldwin-Wallace College 2004 — 2008
William Haynes, CLCS William Haynes, CLCS's CBIZ Experience August 2014 - Present
Job Sales Associate at CBIZ
Industry Management Consulting
Experience
CBIZ August 2014 - Present
CBIZ January 2015 - January 2015
Bureau of Alcohol, Tobacco, Firearms & Explosives (ATF) April 2012 - August 2012
Education
Auburn University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Mount Paran Christian School 2006 — 2010
CBIZ August 2014 - Present
CBIZ January 2015 - January 2015
Bureau of Alcohol, Tobacco, Firearms & Explosives (ATF) April 2012 - August 2012
Education
Auburn University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Mount Paran Christian School 2006 — 2010
Frank Lloyd, Security+, Network+, Mobility+ Frank Lloyd, Security+, Network+, Mobility+'s CBIZ Experience 2006 - 2009
Job 411 Security, LLC: DoD 8570.01 IAT level II, IAM Level I compliant
Industry Education Management
Experience
411 Security, LLC July 2013 - Present
Mineral County Schools November 2009 - Present
RBC January 2013 - March 2015
Digital Tek Zone February 2009 - November 2009
InfoSpherix Inc. May 2008 - February 2009
CBIZ 2006 - 2009
Skills
Windows 7, Windows XP Pro, Routers, Switches, IIS, DHCP, DNS, TCP/IP, Windows Server, Technical Support, Security, Information Security, Security+, Laptops, Wireless Networking, VMware ESX, Networking, Virtualization, Server 2012, Server 2008, CompTIA Network+, Server 2003, Linux Mint, Ubuntu Linux, Aruba Wireless, ESXi, Linux+ & LPIC Study, CompTIA A+ Certification, Access Points, Solarwinds, Mobile Devices, Public Speaking, Active Directory, Windows, Ubuntu, Network Administration, System Administration
Education
Allegany College of Maryland 2000 — 2003
Associate of Science (A.S.), Computer Science
411 Security, LLC July 2013 - Present
Mineral County Schools November 2009 - Present
RBC January 2013 - March 2015
Digital Tek Zone February 2009 - November 2009
InfoSpherix Inc. May 2008 - February 2009
CBIZ 2006 - 2009
Skills
Windows 7, Windows XP Pro, Routers, Switches, IIS, DHCP, DNS, TCP/IP, Windows Server, Technical Support, Security, Information Security, Security+, Laptops, Wireless Networking, VMware ESX, Networking, Virtualization, Server 2012, Server 2008, CompTIA Network+, Server 2003, Linux Mint, Ubuntu Linux, Aruba Wireless, ESXi, Linux+ & LPIC Study, CompTIA A+ Certification, Access Points, Solarwinds, Mobile Devices, Public Speaking, Active Directory, Windows, Ubuntu, Network Administration, System Administration
Education
Allegany College of Maryland 2000 — 2003
Associate of Science (A.S.), Computer Science
Joe Cordova's CBIZ Experience February 2007 - June 2012
Job Tax Senior at ProVision Wealth Strategists
Industry Accounting
Experience
ProVision Wealth Strategists January 2015 - Present
Deloitte July 2012 - December 2014
CBIZ February 2007 - June 2012
Skills
GAAP, Tax, Corporate Tax, Tax Research, Tax Accounting, Income Tax, Accounting, Tax Preparation, US GAAP, Financial Reporting, Auditing, General Ledger, SEC filings, Financial Accounting, Partnership Taxation, Financial Statements, Tax Returns
Education
Arizona State University 2007 — 2010
Bachelor of Science (B.S.), Accounting
ProVision Wealth Strategists January 2015 - Present
Deloitte July 2012 - December 2014
CBIZ February 2007 - June 2012
Skills
GAAP, Tax, Corporate Tax, Tax Research, Tax Accounting, Income Tax, Accounting, Tax Preparation, US GAAP, Financial Reporting, Auditing, General Ledger, SEC filings, Financial Accounting, Partnership Taxation, Financial Statements, Tax Returns
Education
Arizona State University 2007 — 2010
Bachelor of Science (B.S.), Accounting
Rick Coan CPA, MBA, Crain's CFO of the Year Rick Coan CPA, MBA, Crain's CFO of the Year's CBIZ Experience 2001 - 2003
Job Chief Financial Officer at Ronyak Brothers Paving Inc
Industry Construction
Experience
Ronyak Paving, Inc 2014 - Present
Jenne, Inc 2011 - 2014
Digital Concepts, Inc. 2009 - 2010
Garick 2004 - 2009
CBIZ 2001 - 2003
JD Byrider 1999 - 2000
Pressco Technology 1989 - 1999
Nestlé USA - Stouffer Hotels and Resorts 1982 - 1989
Ernst & Young 1980 - 1982
Skills
Strategic Planning, M&A and Integration, Microsoft Excel, ERP, Forecasting, Financial Analysis, Budgets, Mergers & Acquisitions, Financial Reporting, Strategy, Accounting, Management, Finance, Business Development, Cross-functional Team..., Financial Modeling, Auditing, Analysis, Risk Management, Leadership, Program Management, Negotiation, Internal Controls, Project Planning, Manufacturing, Mergers, Start-ups, Executive Management, Cash Flow, Integration, Logistics, Acquisitions, Human Resources, Process Improvement, Sales, Business Planning, New Business Development, Due Diligence, Cash Management, Banking, Pricing, Accounts Receivable, Managerial Finance, Payroll, Internal Audit, Sarbanes-Oxley Act, Acquisition Integration, Strategic Financial..., Business Strategy, Management Consulting
Education
Baldwin-Wallace College 1984 — 1986
MBA, Strategy
Kent State University 1978 — 1980
BBA, Accounting
University of Missouri-Columbia 1975 — 1977
Business
Clayton High School 1973 — 1975
High School
Ronyak Paving, Inc 2014 - Present
Jenne, Inc 2011 - 2014
Digital Concepts, Inc. 2009 - 2010
Garick 2004 - 2009
CBIZ 2001 - 2003
JD Byrider 1999 - 2000
Pressco Technology 1989 - 1999
Nestlé USA - Stouffer Hotels and Resorts 1982 - 1989
Ernst & Young 1980 - 1982
Skills
Strategic Planning, M&A and Integration, Microsoft Excel, ERP, Forecasting, Financial Analysis, Budgets, Mergers & Acquisitions, Financial Reporting, Strategy, Accounting, Management, Finance, Business Development, Cross-functional Team..., Financial Modeling, Auditing, Analysis, Risk Management, Leadership, Program Management, Negotiation, Internal Controls, Project Planning, Manufacturing, Mergers, Start-ups, Executive Management, Cash Flow, Integration, Logistics, Acquisitions, Human Resources, Process Improvement, Sales, Business Planning, New Business Development, Due Diligence, Cash Management, Banking, Pricing, Accounts Receivable, Managerial Finance, Payroll, Internal Audit, Sarbanes-Oxley Act, Acquisition Integration, Strategic Financial..., Business Strategy, Management Consulting
Education
Baldwin-Wallace College 1984 — 1986
MBA, Strategy
Kent State University 1978 — 1980
BBA, Accounting
University of Missouri-Columbia 1975 — 1977
Business
Clayton High School 1973 — 1975
High School
Jack F. González's CBIZ Experience January 2011 - January 2012
Job Director | Consulting Finance & Accounting, Information Management, Supply Chain, GovernanceRisk & Compliance
Industry Management Consulting
Experience
RGP - Resources Global Professionals. May 2014 - Present
Florida International University May 2005 - May 2014
BDO USA, LLP April 2012 - March 2014
Miami Children's Hospital Foundation July 2012 - December 2013
Florida International University June 2010 - June 2012
CBIZ January 2011 - January 2012
Emerald Asset Advisors, LLC November 2008 - January 2011
Bank of Florida Trust Company December 2007 - June 2008
SFIS / SGC December 1999 - December 2007
ColonialBanc Investments October 1998 - December 1999
Skills
Leadership, Fundraising, Management, Business Development, Strategy, Business Strategy, Strategic Planning, Finance, Investments, Mergers & Acquisitions, New Business Development, Analysis, Strategic Financial..., Marketing, Recruiting, CRM, Wealth Management, Executive Management, Consulting, Financial Analysis, Financial Advisory, Marketing Strategy, Small Business, Social Media Marketing, Budgets, Public Relations, Financial Services, Leadership Development, Sales, Team Building, Public Speaking, Market Research, Event Planning, Community Development, Inter-personal, Entrepreneurship, Nonprofits, Organizational..., Management Consulting, Strategic Partnerships, Spanish, Investment Advisory, Business Intelligence, Supply Chain..., Finance Transformation, Organizational Design, Financial Planning
Education
Boston University 2008 — 2010
FinancialPlanning
Florida International University - College of Business Administration
Bachelor's degree, Business Management & International Business
Monsignor Edward Pace High School
RGP - Resources Global Professionals. May 2014 - Present
Florida International University May 2005 - May 2014
BDO USA, LLP April 2012 - March 2014
Miami Children's Hospital Foundation July 2012 - December 2013
Florida International University June 2010 - June 2012
CBIZ January 2011 - January 2012
Emerald Asset Advisors, LLC November 2008 - January 2011
Bank of Florida Trust Company December 2007 - June 2008
SFIS / SGC December 1999 - December 2007
ColonialBanc Investments October 1998 - December 1999
Skills
Leadership, Fundraising, Management, Business Development, Strategy, Business Strategy, Strategic Planning, Finance, Investments, Mergers & Acquisitions, New Business Development, Analysis, Strategic Financial..., Marketing, Recruiting, CRM, Wealth Management, Executive Management, Consulting, Financial Analysis, Financial Advisory, Marketing Strategy, Small Business, Social Media Marketing, Budgets, Public Relations, Financial Services, Leadership Development, Sales, Team Building, Public Speaking, Market Research, Event Planning, Community Development, Inter-personal, Entrepreneurship, Nonprofits, Organizational..., Management Consulting, Strategic Partnerships, Spanish, Investment Advisory, Business Intelligence, Supply Chain..., Finance Transformation, Organizational Design, Financial Planning
Education
Boston University 2008 — 2010
FinancialPlanning
Florida International University - College of Business Administration
Bachelor's degree, Business Management & International Business
Monsignor Edward Pace High School
Lindsey O'Brien, MBA's CBIZ Experience January 2015 - Present
Job Project Coordinator CBIZ, Inc.
Industry Human Resources
Experience
CBIZ January 2015 - Present
Berman & Rabin, P.A. January 2014 - October 2014
Cerner Corporation September 2013 - December 2013
Cerner Corporation January 2012 - September 2013
Bank of America Home Loans June 2009 - January 2012
Great Western Bank February 2008 - June 2009
Old Navy July 2006 - February 2008
Old Navy September 2005 - February 2008
Skills
Analysis, Time Management, Customer Service, Troubleshooting, Marketing, Retail, Microsoft Office, PeopleSoft, Microsoft Word
Education
Avila University 2008 — 2010
MBA, Marketing
University of Kansas 2004 — 2008
BGS, Communications, Minor in Business
CBIZ January 2015 - Present
Berman & Rabin, P.A. January 2014 - October 2014
Cerner Corporation September 2013 - December 2013
Cerner Corporation January 2012 - September 2013
Bank of America Home Loans June 2009 - January 2012
Great Western Bank February 2008 - June 2009
Old Navy July 2006 - February 2008
Old Navy September 2005 - February 2008
Skills
Analysis, Time Management, Customer Service, Troubleshooting, Marketing, Retail, Microsoft Office, PeopleSoft, Microsoft Word
Education
Avila University 2008 — 2010
MBA, Marketing
University of Kansas 2004 — 2008
BGS, Communications, Minor in Business
Kim Man Chan's CBIZ Experience August 2014 - December 2014
Job Student Accounting Society President at BYUIdaho
Industry Accounting
Experience
BYU-Idaho April 2015 - Present
CBIZ August 2014 - December 2014
BYU-Idaho June 2013 - July 2014
BYU-Idaho December 2012 - December 2012
BYU-Idaho September 2012 - September 2012
Virtually Protected Insurance Company September 2010 - June 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Management, Event Planning, Web Design, Photoshop, Mandarin, Social Media Marketing, Outlook, Strategic Planning, Critical Thinking, Speak, write, and read..., Microsoft Publisher, VBA, Data Entry, Data Analysis, Accounting, Time Management
Education
Brigham Young University - Idaho 2012 — 2015
Bachelor of Science (B.S.), Accounting, 3.90
BYU-Idaho April 2015 - Present
CBIZ August 2014 - December 2014
BYU-Idaho June 2013 - July 2014
BYU-Idaho December 2012 - December 2012
BYU-Idaho September 2012 - September 2012
Virtually Protected Insurance Company September 2010 - June 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Management, Event Planning, Web Design, Photoshop, Mandarin, Social Media Marketing, Outlook, Strategic Planning, Critical Thinking, Speak, write, and read..., Microsoft Publisher, VBA, Data Entry, Data Analysis, Accounting, Time Management
Education
Brigham Young University - Idaho 2012 — 2015
Bachelor of Science (B.S.), Accounting, 3.90
Connie Cannon's CBIZ Experience September 2010 - January 2012
Job IT Systems Analyst at O.co
Industry Information Technology and Services
Experience
Overstock.com January 2012 - Present
CBIZ September 2010 - January 2012
ADP September 2006 - May 2010
GE Money September 2003 - March 2006
ModusLink January 2001 - January 2003
Skills
Process Improvement, Business Intelligence, Business Analysis, Requirements Analysis, SDLC, Business Process..., Management, Microsoft SQL Server, Testing, Project Management, CRM, Software Implementation, ERP, Access, Visio, Unix, Databases, Integration, Software Documentation, Vendor Management, Agile Methodologies, Software Project..., SQL, Data Warehousing
Education
University of Washington 1987 — 1989
BA, Economics
Bellevue College 1982 — 1984
general
Overstock.com January 2012 - Present
CBIZ September 2010 - January 2012
ADP September 2006 - May 2010
GE Money September 2003 - March 2006
ModusLink January 2001 - January 2003
Skills
Process Improvement, Business Intelligence, Business Analysis, Requirements Analysis, SDLC, Business Process..., Management, Microsoft SQL Server, Testing, Project Management, CRM, Software Implementation, ERP, Access, Visio, Unix, Databases, Integration, Software Documentation, Vendor Management, Agile Methodologies, Software Project..., SQL, Data Warehousing
Education
University of Washington 1987 — 1989
BA, Economics
Bellevue College 1982 — 1984
general
Adam Flath, CPA's CBIZ Experience February 2006 - June 2006
Job Corporate FP&A expert with a focus on leveraging IT assets to deliver timely insights for future growth
Industry Transportation/Trucking/Railroad
Experience
Anheuser-Busch InBev April 2013 - November 2014
Anheuser-Busch InBev January 2012 - April 2013
Protiviti July 2007 - January 2012
ASU August 2006 - May 2007
CBIZ February 2006 - June 2006
Skills
Financial Reporting, Performance Management, Internal Audit, Internal Controls, Financial Analysis, Accounting, IT Audit, Workers Compensation, QlikView, Relational Data Modeling
Education
Arizona State University, W. P. Carey School of Business 2006 — 2007
Masters, Accounting & Information Systems
Arizona State University, W. P. Carey School of Business 2002 — 2005
B.S, Accountancy
Anheuser-Busch InBev April 2013 - November 2014
Anheuser-Busch InBev January 2012 - April 2013
Protiviti July 2007 - January 2012
ASU August 2006 - May 2007
CBIZ February 2006 - June 2006
Skills
Financial Reporting, Performance Management, Internal Audit, Internal Controls, Financial Analysis, Accounting, IT Audit, Workers Compensation, QlikView, Relational Data Modeling
Education
Arizona State University, W. P. Carey School of Business 2006 — 2007
Masters, Accounting & Information Systems
Arizona State University, W. P. Carey School of Business 2002 — 2005
B.S, Accountancy
Kenyon Fussell Kenyon Fussell's CBIZ Experience January 2009 - April 2009
Job Accounting Professional
Industry Accounting
Experience
Daszkal Bolton LLP February 2010 - June 2012
CBIZ January 2009 - April 2009
MBAF September 2007 - September 2008
PwC September 2002 - January 2007
Skills
Financial Analysis, Financial Reporting, Technical Accounting..., Strategic Planning, ADP Payroll, Bookkeeping, Percentage of Completion, External Audit, Financial Audits, Auditing, Business Development, Tax Preparation, GAAP, Tax, Consolidation, Accounting, CPA, Finance, Corporate Tax, SEC filings, Financial Statements, Sarbanes-Oxley, SEC Filings, Sarbanes-Oxley Act
Education
Bowling Green State University 2001 — 2002
Macc, Financial Reporting and Auditing
Voorhees College 1997 — 2001
B.S., Accounting
Daszkal Bolton LLP February 2010 - June 2012
CBIZ January 2009 - April 2009
MBAF September 2007 - September 2008
PwC September 2002 - January 2007
Skills
Financial Analysis, Financial Reporting, Technical Accounting..., Strategic Planning, ADP Payroll, Bookkeeping, Percentage of Completion, External Audit, Financial Audits, Auditing, Business Development, Tax Preparation, GAAP, Tax, Consolidation, Accounting, CPA, Finance, Corporate Tax, SEC filings, Financial Statements, Sarbanes-Oxley, SEC Filings, Sarbanes-Oxley Act
Education
Bowling Green State University 2001 — 2002
Macc, Financial Reporting and Auditing
Voorhees College 1997 — 2001
B.S., Accounting
Joanna Creager Joanna Creager's CBIZ Experience March 2006 - May 2009
Job Certified Payroll Professional
Industry Accounting
Experience
River-City Construction Services January 2014 - Present
The Comfort Group June 2011 - November 2013
a.d. vallett & co. June 2009 - May 2011
CBIZ March 2006 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Financial Reporting, Accounts Receivable, Accounts Payable, Payroll, Accounting, Budgets, QuickBooks, Bookkeeping, Human Resources, Payroll Taxes
Education
Adelphi University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Nassau Community College 2000 — 2002
Associate of Science (A.S.), Accounting and Business/Management
River-City Construction Services January 2014 - Present
The Comfort Group June 2011 - November 2013
a.d. vallett & co. June 2009 - May 2011
CBIZ March 2006 - May 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Financial Reporting, Accounts Receivable, Accounts Payable, Payroll, Accounting, Budgets, QuickBooks, Bookkeeping, Human Resources, Payroll Taxes
Education
Adelphi University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Nassau Community College 2000 — 2002
Associate of Science (A.S.), Accounting and Business/Management
Marci Maschino, CPA Marci Maschino, CPA's CBIZ Experience March 2009 - November 2009
Job Certified Public Accountant at Porter, Carswell & Raya, Chtd.
Industry Accounting
Experience
Porter, Carswell & Raya, Chtd. January 2014 - Present
CBIZ March 2009 - November 2009
Allen, Gibbs & Houlik, L.C. January 2002 - July 2005
Kennedy and Coe, LLC August 1997 - August 2001
Skills
Financial Accounting, Accounting, Microsoft Excel, Financial Reporting, CPA, Assurance, GAAP, Tax Preparation, Income Tax, Financial Statements, Corporate Tax, Auditing, General Ledger, Internal Controls
Education
Wichita State University 2001 — 2004
Master, Business Administration
Bethany College 1993 — 1997
Bachelor of Arts, Accounting and Finance
Porter, Carswell & Raya, Chtd. January 2014 - Present
CBIZ March 2009 - November 2009
Allen, Gibbs & Houlik, L.C. January 2002 - July 2005
Kennedy and Coe, LLC August 1997 - August 2001
Skills
Financial Accounting, Accounting, Microsoft Excel, Financial Reporting, CPA, Assurance, GAAP, Tax Preparation, Income Tax, Financial Statements, Corporate Tax, Auditing, General Ledger, Internal Controls
Education
Wichita State University 2001 — 2004
Master, Business Administration
Bethany College 1993 — 1997
Bachelor of Arts, Accounting and Finance
Seth Murphy Seth Murphy's CBIZ Experience 1999 - 2004
Job Forensic Accountant
Industry Accounting
Experience
Seth P. Murphy, CPA/ABV, CFE November 2011 - Present
FairShare Financial PC 2004 - November 2011
CBIZ 1999 - 2004
Skills
Certified Public..., Accredited in Business..., Certified Fraud Examiner, Collaborative Financial..., Business Valuation, Accounting, Forensic Accounting, Litigation Support, Tax, Expert Witness, Quickbooks, CPA, QuickBooks, Litigation Consulting, Tax Preparation
Education
Auburn University, College of Business 1994 — 1999
BS, MAC, Accounting
Seth P. Murphy, CPA/ABV, CFE November 2011 - Present
FairShare Financial PC 2004 - November 2011
CBIZ 1999 - 2004
Skills
Certified Public..., Accredited in Business..., Certified Fraud Examiner, Collaborative Financial..., Business Valuation, Accounting, Forensic Accounting, Litigation Support, Tax, Expert Witness, Quickbooks, CPA, QuickBooks, Litigation Consulting, Tax Preparation
Education
Auburn University, College of Business 1994 — 1999
BS, MAC, Accounting
Michael Marangiello CFP Michael Marangiello CFP's CBIZ Experience 1999 - 2001
Job Investment Advisor at Fifth Third Securities
Industry Investment Management
Experience
Fifth Third Securities September 2011 - Present
Raymond James Trust Private Wealth Management Family Office March 2008 - May 2011
SunTrust Investment Services 2005 - 2008
JP Morgan Chase 2003 - 2005
CBIZ 1999 - 2001
Key Bank 1996 - 1999
Citigroup Investment Services June 1991 - October 1996
Skills
Bonds
Education
Adelphi University
Fifth Third Securities September 2011 - Present
Raymond James Trust Private Wealth Management Family Office March 2008 - May 2011
SunTrust Investment Services 2005 - 2008
JP Morgan Chase 2003 - 2005
CBIZ 1999 - 2001
Key Bank 1996 - 1999
Citigroup Investment Services June 1991 - October 1996
Skills
Bonds
Education
Adelphi University
Sundar Ramamurthy Sundar Ramamurthy's CBIZ Experience 2002 - 2002
Job Director at PricewaterhouseCoopers
Industry Investment Management
Experience
PricewaterhouseCoopers July 2009 - Present
Highland Capital Management LP April 2007 - April 2009
Deloitte May 2003 - April 2007
CBIZ 2002 - 2002
Purdue University 1997 - 1999
Skills
Valuation, Due Diligence, Mergers, Investments, Hedge Funds, Strategy, Business Valuation, Financial Reporting, Finance, Derivatives, Accounting, Auditing, Business Development, Investment Management, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA, Finance
Purdue University 1997 — 1999
MS, Mechanical Engineering
Birla Institute of Technology and Science, Pilani 1991 — 1996
BE/MMS, Mechanical Engineering/Finance
PricewaterhouseCoopers July 2009 - Present
Highland Capital Management LP April 2007 - April 2009
Deloitte May 2003 - April 2007
CBIZ 2002 - 2002
Purdue University 1997 - 1999
Skills
Valuation, Due Diligence, Mergers, Investments, Hedge Funds, Strategy, Business Valuation, Financial Reporting, Finance, Derivatives, Accounting, Auditing, Business Development, Investment Management, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA, Finance
Purdue University 1997 — 1999
MS, Mechanical Engineering
Birla Institute of Technology and Science, Pilani 1991 — 1996
BE/MMS, Mechanical Engineering/Finance
Timothy H. Shaffer Timothy H. Shaffer's CBIZ Experience November 2002 - March 2006
Job Consultant at MorrisAnderson
Industry Financial Services
Experience
MorrisAnderson October 2008 - Present
Clotho Equity Fund I March 2008 - Present
Venture Commercial Mortgage, LLC April 2006 - March 2008
CBIZ November 2002 - March 2006
Trustee work 2005 - 2005
Skills
Restructuring, Due Diligence, Financial Modeling, Management Consulting, Financial Analysis, Corporate Finance, Strategic Planning, Start-ups, Turn Around Management, Performance Improvement, Acquisition Integration, Financial Advisory, Bankruptcy, Mergers, Mergers & Acquisitions, Business Valuation, Corporate Development, Private Equity, Valuation, Executive Management, Debt Restructuring, Venture Capital, Divestitures, Investment Banking, Financial Structuring, LBO, Acquisitions, Strategy, Capital, Finance, Management
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
MBA, Executive MBA
The University of Kansas 1971 — 1975
BS, Education-English
MorrisAnderson October 2008 - Present
Clotho Equity Fund I March 2008 - Present
Venture Commercial Mortgage, LLC April 2006 - March 2008
CBIZ November 2002 - March 2006
Trustee work 2005 - 2005
Skills
Restructuring, Due Diligence, Financial Modeling, Management Consulting, Financial Analysis, Corporate Finance, Strategic Planning, Start-ups, Turn Around Management, Performance Improvement, Acquisition Integration, Financial Advisory, Bankruptcy, Mergers, Mergers & Acquisitions, Business Valuation, Corporate Development, Private Equity, Valuation, Executive Management, Debt Restructuring, Venture Capital, Divestitures, Investment Banking, Financial Structuring, LBO, Acquisitions, Strategy, Capital, Finance, Management
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
MBA, Executive MBA
The University of Kansas 1971 — 1975
BS, Education-English
Stephanie Leslie Stephanie Leslie's CBIZ Experience August 2005 - August 2008
Job Healthcare Specialist / Business Development / Enterprise Sales / Lean Six Sigma
Industry Construction
Experience
Trane October 2006 - Present
CBIZ August 2005 - August 2008
UMB Bank January 1998 - January 1999
Skills
Six Sigma, Budgets, Team Building, New Business Development, Marketing, Project Management, Strategic Planning, Project Planning, Customer Service, Sales
Education
Baker University 1996 — 1998
Masters, Business Administration
Gannon University 1989 — 1993
Bachelor of Science, Management Information Systems
Trane October 2006 - Present
CBIZ August 2005 - August 2008
UMB Bank January 1998 - January 1999
Skills
Six Sigma, Budgets, Team Building, New Business Development, Marketing, Project Management, Strategic Planning, Project Planning, Customer Service, Sales
Education
Baker University 1996 — 1998
Masters, Business Administration
Gannon University 1989 — 1993
Bachelor of Science, Management Information Systems
Carolyn Mackie's CBIZ Experience April 2010 - April 2011
Job Data Management Associate Inside Sales at Nederman
Industry Industrial Automation
Experience
Nederman February 2013 - Present
TK Holdings, Inc November 2012 - February 2013
TK Holdings, Inc January 2012 - November 2012
CHOA Group July 2011 - December 2011
CBIZ April 2010 - April 2011
Skills
Customer Service, Outlook, Microsoft Excel, Teamwork, Microsoft Word, PowerPoint, Administrative..., Accounts Receivable, Manufacturing, Account Management, Analysis, Management, Access, Human Resources, Time Management, Project Management, Team Building, Event Planning, Forecasting, Customer Satisfaction, Process Improvement, Windows, Budgets, Accounts Payable, Project Planning, Marketing
Education
Art Institute of Pittsburgh 2008 — 2010
Fashion Design & Retail Management
Nederman February 2013 - Present
TK Holdings, Inc November 2012 - February 2013
TK Holdings, Inc January 2012 - November 2012
CHOA Group July 2011 - December 2011
CBIZ April 2010 - April 2011
Skills
Customer Service, Outlook, Microsoft Excel, Teamwork, Microsoft Word, PowerPoint, Administrative..., Accounts Receivable, Manufacturing, Account Management, Analysis, Management, Access, Human Resources, Time Management, Project Management, Team Building, Event Planning, Forecasting, Customer Satisfaction, Process Improvement, Windows, Budgets, Accounts Payable, Project Planning, Marketing
Education
Art Institute of Pittsburgh 2008 — 2010
Fashion Design & Retail Management
Dave Rucktaschel Dave Rucktaschel's CBIZ Experience August 1999 - October 2001
Job Senior Project Manager at TEKsystems, Inc
Industry Financial Services
Experience
TEKsystems, Inc December 2014 - Present
JPMorgan Chase January 2008 - November 2014
IS Directions, LLC September 2004 - December 2007
IS Directions, LLC January 2002 - August 2004
CBIZ August 1999 - October 2001
KPMG September 1998 - August 1999
Pioneer-Standard Electronics, Inc February 1996 - June 1998
KeyCorp June 1992 - November 1995
Price Waterhouse Management Consultants June 1988 - June 1992
Skills
Project Portfolio..., Program Management, PMO, Project Delivery, Lean Software..., SDLC, Solution Implementation, Business Analysis, Requirements Gathering, Requirements Analysis, Testing, Process Improvement, Vendor Management
Education
The University of Akron
Master's Degree, Business Administration and Management, General, B+
Bowling Green State University
Bachelor's Degree, Accounting
TEKsystems, Inc December 2014 - Present
JPMorgan Chase January 2008 - November 2014
IS Directions, LLC September 2004 - December 2007
IS Directions, LLC January 2002 - August 2004
CBIZ August 1999 - October 2001
KPMG September 1998 - August 1999
Pioneer-Standard Electronics, Inc February 1996 - June 1998
KeyCorp June 1992 - November 1995
Price Waterhouse Management Consultants June 1988 - June 1992
Skills
Project Portfolio..., Program Management, PMO, Project Delivery, Lean Software..., SDLC, Solution Implementation, Business Analysis, Requirements Gathering, Requirements Analysis, Testing, Process Improvement, Vendor Management
Education
The University of Akron
Master's Degree, Business Administration and Management, General, B+
Bowling Green State University
Bachelor's Degree, Accounting
Misty (Stoneman) Tate Misty (Stoneman) Tate's CBIZ Experience August 2011 - October 2013
Job HRIS/EMS Team Leader at CBIZ Payroll
Industry Financial Services
Experience
CBIZ Payroll October 2013 - Present
CBIZ August 2011 - October 2013
Skills
Account Management, Salesforce.com, Health Savings Accounts, Employee Benefits, Health Insurance, Strategic Planning, Payroll, Payroll Taxes, QuickBooks, Leadership, Process Improvement, Benefits Administration, Management, Employee Relations, Human Resources, Accounting, Performance Management, Small Business, Deferred Compensation, Insurance, HRIS, 401k, ADP Payroll
Education
Averett University 2004 — 2006
Bachelor of Business Administration (BBA), Business Administration
Averett University
CBIZ Payroll October 2013 - Present
CBIZ August 2011 - October 2013
Skills
Account Management, Salesforce.com, Health Savings Accounts, Employee Benefits, Health Insurance, Strategic Planning, Payroll, Payroll Taxes, QuickBooks, Leadership, Process Improvement, Benefits Administration, Management, Employee Relations, Human Resources, Accounting, Performance Management, Small Business, Deferred Compensation, Insurance, HRIS, 401k, ADP Payroll
Education
Averett University 2004 — 2006
Bachelor of Business Administration (BBA), Business Administration
Averett University
Stacy (Kadlec) O'Malley Stacy (Kadlec) O'Malley's CBIZ Experience June 2007 - March 2012
Job Travel & Expense Associate at Cliffs Natural Resources
Industry Mining & Metals
Experience
Cliffs Natural Resources March 2012 - Present
CBIZ June 2007 - March 2012
PolyOne July 2004 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Payable, Expense Reports, Concur, Customer Service, Outlook, Multi Tasking, Team-oriented
Education
Bowling Green State University 1997 — 2001
Bachelor's degree, General Business / Interpersonal Communications
Cliffs Natural Resources March 2012 - Present
CBIZ June 2007 - March 2012
PolyOne July 2004 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Payable, Expense Reports, Concur, Customer Service, Outlook, Multi Tasking, Team-oriented
Education
Bowling Green State University 1997 — 2001
Bachelor's degree, General Business / Interpersonal Communications
Serena Yu Serena Yu's CBIZ Experience June 2008 - August 2008
Job Senior Accounting Analyst at FreeportMcMoRan Copper & Gold Inc.
Industry Accounting
Experience
Freeport-McMoRan Copper & Gold Inc. June 2013 - Present
Deloitte & Touche September 2010 - May 2013
Deloitte & Touche June 2009 - August 2009
Heinfeld, Meech & Co. September 2008 - December 2008
CBIZ June 2008 - August 2008
Skills
Auditing, SEC filings, US GAAP, Financial Accounting, Accounting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Internal Controls, CPA, Consolidation, Financial Reporting, External Audit, Revenue Recognition, Accounting Research, General Ledger, Big 4, Refining, independent oil refining, Hyperion HFM
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
Master of Accountancy, Accounting
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science in Accounting, Accounting
Freeport-McMoRan Copper & Gold Inc. June 2013 - Present
Deloitte & Touche September 2010 - May 2013
Deloitte & Touche June 2009 - August 2009
Heinfeld, Meech & Co. September 2008 - December 2008
CBIZ June 2008 - August 2008
Skills
Auditing, SEC filings, US GAAP, Financial Accounting, Accounting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Internal Controls, CPA, Consolidation, Financial Reporting, External Audit, Revenue Recognition, Accounting Research, General Ledger, Big 4, Refining, independent oil refining, Hyperion HFM
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
Master of Accountancy, Accounting
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science in Accounting, Accounting
Elizabeth Leavell Elizabeth Leavell's CBIZ Experience August 2011 - April 2012
Job NextGen Application Specialist at SpecialtyCare, Inc.
Industry Hospital & Health Care
Experience
SpecialtyCare, Inc. October 2011 - Present
CBIZ August 2011 - April 2012
SpecialtyCare, Inc. August 2011 - October 2011
CBIZ May 2008 - August 2011
Pizza Hut May 2005 - April 2008
Skills
NextGen, Medical Billing, Troubleshooting, Managing Database, Claims Resolution, Cash Posting, Healthcare, Accounts Receivable, Microsoft Office, Gateway, Information Systems, Sentinel, Ad Hoc Reporting, Invoicing, Health Insurance, Healthcare Information..., Training, Reports
Education
Austin Peay State University 2006 — 2011
Bachelor of Science (B.S.), Psychology
SpecialtyCare, Inc. October 2011 - Present
CBIZ August 2011 - April 2012
SpecialtyCare, Inc. August 2011 - October 2011
CBIZ May 2008 - August 2011
Pizza Hut May 2005 - April 2008
Skills
NextGen, Medical Billing, Troubleshooting, Managing Database, Claims Resolution, Cash Posting, Healthcare, Accounts Receivable, Microsoft Office, Gateway, Information Systems, Sentinel, Ad Hoc Reporting, Invoicing, Health Insurance, Healthcare Information..., Training, Reports
Education
Austin Peay State University 2006 — 2011
Bachelor of Science (B.S.), Psychology
Rebecca Nicoles Rebecca Nicoles's CBIZ Experience September 2003 - January 2004
Job Sales Executive & Volunteer
Industry Marketing and Advertising
Experience
Neighborhood Literacy Ministry for At-Risk Youth March 2011 - May 2013
The Bazel Group, Inc. November 2011 - February 2012
Compass Rose Events July 2011 - October 2011
Restoration Academy August 2006 - November 2007
AFLAC 1999 - 2007
CLASS June 2005 - September 2005
CBIZ September 2003 - January 2004
Great-West Life and Annuity Insurance Company 1998 - 1999
CIGNA Healthcare 1994 - 1998
Skills
Public Relations, Strategic Planning, Proposal Writing, Volunteer Management, Budgeting, Analysis, Compliance, Salesforce Training, Salesforce.com..., Team Building, Computer Proficiency, Contract Management, Caseload Management, Event Management, Non-profit Program..., Nonprofit Technology, Non-profits, Interviewing Skills, Positive Work..., Positive Psychology, Positive Energy, Close Attention to..., Professionals, Cultural Diversity, Diversity Training, Human Resources, Business Owner Planning, Empathy, Compassion, pubic speaking, courage, Budgets, Public Speaking, Sales, Nonprofits, Sponsorship, New Business Development
Education
Belmont University 1987 — 1991
Business Administration
Southern Illinois University, Carbondale 1983 — 1986
Sociology and Design
Neighborhood Literacy Ministry for At-Risk Youth March 2011 - May 2013
The Bazel Group, Inc. November 2011 - February 2012
Compass Rose Events July 2011 - October 2011
Restoration Academy August 2006 - November 2007
AFLAC 1999 - 2007
CLASS June 2005 - September 2005
CBIZ September 2003 - January 2004
Great-West Life and Annuity Insurance Company 1998 - 1999
CIGNA Healthcare 1994 - 1998
Skills
Public Relations, Strategic Planning, Proposal Writing, Volunteer Management, Budgeting, Analysis, Compliance, Salesforce Training, Salesforce.com..., Team Building, Computer Proficiency, Contract Management, Caseload Management, Event Management, Non-profit Program..., Nonprofit Technology, Non-profits, Interviewing Skills, Positive Work..., Positive Psychology, Positive Energy, Close Attention to..., Professionals, Cultural Diversity, Diversity Training, Human Resources, Business Owner Planning, Empathy, Compassion, pubic speaking, courage, Budgets, Public Speaking, Sales, Nonprofits, Sponsorship, New Business Development
Education
Belmont University 1987 — 1991
Business Administration
Southern Illinois University, Carbondale 1983 — 1986
Sociology and Design
Cody Simon's CBIZ Experience January 2010 - April 2012
Job Test Analyst 724Downtime Viewer at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation May 2015 - Present
Cerner Corporation November 2012 - May 2015
Cerner Corporation May 2012 - November 2012
CBIZ January 2010 - April 2012
Farmers Insurance September 2007 - August 2009
Hertz September 2006 - September 2007
Epitaph Records June 2005 - August 2005
Skills
Customer Service, Technical Support, Project Management, Data Entry, Leadership, Microsoft Office, Management, Microsoft Excel, Sales, Training, Strategic Planning, Marketing, PowerPoint, Team Building
Education
Benedictine College 2003 — 2006
B.A, Business Administration
Benedictine College
Cerner Corporation May 2015 - Present
Cerner Corporation November 2012 - May 2015
Cerner Corporation May 2012 - November 2012
CBIZ January 2010 - April 2012
Farmers Insurance September 2007 - August 2009
Hertz September 2006 - September 2007
Epitaph Records June 2005 - August 2005
Skills
Customer Service, Technical Support, Project Management, Data Entry, Leadership, Microsoft Office, Management, Microsoft Excel, Sales, Training, Strategic Planning, Marketing, PowerPoint, Team Building
Education
Benedictine College 2003 — 2006
B.A, Business Administration
Benedictine College
Kerri Vinyard, GBA, HIA's CBIZ Experience November 2006 - September 2008
Job Sr. Project Manager at Lockton Companies
Industry Insurance
Experience
Lockton Companies October 2011 - Present
Willis of Greater Kansas Inc July 2010 - October 2011
KCNK Capital Management Group June 2008 - October 2011
Realty Executives of Kansas City May 2009 - February 2010
CBIZ November 2006 - September 2008
CBIZ 2001 - 2008
CBIZ December 2001 - September 2006
Solutions Point 1998 - 2000
Skills
Management, Employee Benefits, Human Resources, Outsourcing, Time Management, Insurance, Health Insurance, Benefits Administration, Process Improvement, Account Management, Strategic Planning, Risk Management, Underwriting, Leadership, New Business Development
Education
Baker University 2006 — 2009
BSM, Business Management
SMNW 1985 — 1987
Lockton Companies October 2011 - Present
Willis of Greater Kansas Inc July 2010 - October 2011
KCNK Capital Management Group June 2008 - October 2011
Realty Executives of Kansas City May 2009 - February 2010
CBIZ November 2006 - September 2008
CBIZ 2001 - 2008
CBIZ December 2001 - September 2006
Solutions Point 1998 - 2000
Skills
Management, Employee Benefits, Human Resources, Outsourcing, Time Management, Insurance, Health Insurance, Benefits Administration, Process Improvement, Account Management, Strategic Planning, Risk Management, Underwriting, Leadership, New Business Development
Education
Baker University 2006 — 2009
BSM, Business Management
SMNW 1985 — 1987
Maria E. Bates's CBIZ Experience March 2010 - June 2011
Job Technical Product Owner at NCR Corporation
Industry Information Technology and Services
Experience
NCR Corporation June 2015 - Present
NCR Corporation May 2013 - June 2015
Zions Bancorporation September 2011 - April 2013
CBIZ March 2010 - June 2011
Extend Health September 2009 - February 2010
Meritain Health January 1997 - September 2009
LifeChangeProgram.com September 2007 - December 2008
Meritain Health, an Aetna company August 2000 - July 2008
Administrative Services North America, Inc. 1988 - 1993
Skills
Excel, Business Analysis, Customer Relations, Customer Satisfaction, Social Media, Pivot Tables, Trend Analysis, Blogging, Customer Value..., InfoPath Forms, SharePoint, Public speaking, Delivering Technical..., Process Improvement, Analysis, CRM, Customer Service, Microsoft Excel, Public Speaking, Business Networking, Sales, Training, Leadership, Software Documentation, Marketing, Team Building, Risk Management, Business Process, Quality Assurance, Management, Business Process..., Call Centers
Education
Brigham Young University 2006 — 2008
MBA, Executive
Brigham Young University 1984 — 1987
BA, Comparative Literature, Logic and Psychology
Olympus High School
NCR Corporation June 2015 - Present
NCR Corporation May 2013 - June 2015
Zions Bancorporation September 2011 - April 2013
CBIZ March 2010 - June 2011
Extend Health September 2009 - February 2010
Meritain Health January 1997 - September 2009
LifeChangeProgram.com September 2007 - December 2008
Meritain Health, an Aetna company August 2000 - July 2008
Administrative Services North America, Inc. 1988 - 1993
Skills
Excel, Business Analysis, Customer Relations, Customer Satisfaction, Social Media, Pivot Tables, Trend Analysis, Blogging, Customer Value..., InfoPath Forms, SharePoint, Public speaking, Delivering Technical..., Process Improvement, Analysis, CRM, Customer Service, Microsoft Excel, Public Speaking, Business Networking, Sales, Training, Leadership, Software Documentation, Marketing, Team Building, Risk Management, Business Process, Quality Assurance, Management, Business Process..., Call Centers
Education
Brigham Young University 2006 — 2008
MBA, Executive
Brigham Young University 1984 — 1987
BA, Comparative Literature, Logic and Psychology
Olympus High School
Tricia Larade's CBIZ Experience October 2013 - Present
Job Experienced Professional Area Manager for Employee Services and Human Capital Management with CBIZ
Industry Management Consulting
Experience
CBIZ October 2013 - Present
DTI LLC June 2012 - September 2013
FindLaw, a Thomson Reuters business October 2010 - May 2012
Paychex November 2008 - October 2010
For Rent Media Solutions September 2002 - July 2008
Primedia 2000 - 2002
Skills
Consultative Selling, Cold Calling, Sales Management, Salesforce.com, Sales Presentations, Organizational..., Time Management, Highly Analytical, Creative Problem Solving, Selling, New Business Development, Sales Operations, Online Advertising, Business Development, Lead Generation, Advertising, Operational Excellence, Sales Process, Solution Selling, Analytical Skills, Sales, B2B, Customer Retention, Direct Sales, Strategic Planning, Account Management, SaaS, Strategic Partnerships, Email Marketing, Building Relationships, CRM, Marketing, Trusted Business Advisor
Education
Bridgewater College
BA Fine Arts, Fine Arts, Marketing, Academic Scholarship
CBIZ October 2013 - Present
DTI LLC June 2012 - September 2013
FindLaw, a Thomson Reuters business October 2010 - May 2012
Paychex November 2008 - October 2010
For Rent Media Solutions September 2002 - July 2008
Primedia 2000 - 2002
Skills
Consultative Selling, Cold Calling, Sales Management, Salesforce.com, Sales Presentations, Organizational..., Time Management, Highly Analytical, Creative Problem Solving, Selling, New Business Development, Sales Operations, Online Advertising, Business Development, Lead Generation, Advertising, Operational Excellence, Sales Process, Solution Selling, Analytical Skills, Sales, B2B, Customer Retention, Direct Sales, Strategic Planning, Account Management, SaaS, Strategic Partnerships, Email Marketing, Building Relationships, CRM, Marketing, Trusted Business Advisor
Education
Bridgewater College
BA Fine Arts, Fine Arts, Marketing, Academic Scholarship
Jermaine Southern, CPA Jermaine Southern, CPA's CBIZ Experience 1999 - 2002
Job Principal, Jermaine A. Southern, CPA
Industry Accounting
Experience
Jermaine A. Southern, CPA 2005 - Present
HomeSmart Realty January 2013 - Present
Clifton Gunderson LLP 2002 - 2005
CBIZ 1999 - 2002
Deloitte & Touche 1997 - 1999
Skills
Tax Research, Tax Advisory, Accounting, Tax, Business Formation, CPA, Financial Analysis, QuickBooks, IRS, Estate Planning, Corporate Tax, Financial Statements, Due Diligence, Auditing, Sales Tax, General Ledger, Tax Returns, Bookkeeping, Account Reconciliation, Small Business, Business Valuation, Fixed Assets, Strategic Financial..., International Tax, Financial Planners, Commercial Real Estate, Investment Properties, Payroll, Property, Residential Homes, Real Estate, Budgets, Investments, Finance, Leases, Partnership Taxation
Education
Arizona State University - W. P. Carey School of Business
Masters, Accounting, Taxation
Morehouse College
B.A., Business Administration -Accounting
Jermaine A. Southern, CPA 2005 - Present
HomeSmart Realty January 2013 - Present
Clifton Gunderson LLP 2002 - 2005
CBIZ 1999 - 2002
Deloitte & Touche 1997 - 1999
Skills
Tax Research, Tax Advisory, Accounting, Tax, Business Formation, CPA, Financial Analysis, QuickBooks, IRS, Estate Planning, Corporate Tax, Financial Statements, Due Diligence, Auditing, Sales Tax, General Ledger, Tax Returns, Bookkeeping, Account Reconciliation, Small Business, Business Valuation, Fixed Assets, Strategic Financial..., International Tax, Financial Planners, Commercial Real Estate, Investment Properties, Payroll, Property, Residential Homes, Real Estate, Budgets, Investments, Finance, Leases, Partnership Taxation
Education
Arizona State University - W. P. Carey School of Business
Masters, Accounting, Taxation
Morehouse College
B.A., Business Administration -Accounting
Cindy Wiscombe Cindy Wiscombe's CBIZ Experience 1988 - 2006
Job DirectorFinancial Services Operations Support Group at CBIZ MHM LLC
Industry Accounting
Experience
CBIZ MHM LLC January 2011 - Present
CBIZ MHM LLC 2006 - January 2011
CBIZ Accounting, Tax and Advisory Services, Inc. 2006 - December 2010
CBIZ Accounting Tax and Advisory Services of Kansas City May 1988 - September 2006
CBIZ 1988 - 2006
MHM Resources January 1993 - January 1998
Mayer Hoffman McCann LLC 1988 - 1997
Skills
Tax, Income Tax, Internal Controls, Auditing, Financial Accounting, Corporate Tax, SEC filings, Tax Preparation, GAAP, QuickBooks, Sarbanes-Oxley Act
Education
Avila University 1999 — 2001
BSBA, Management
Mooreland High School 1981 — 1985
CBIZ MHM LLC January 2011 - Present
CBIZ MHM LLC 2006 - January 2011
CBIZ Accounting, Tax and Advisory Services, Inc. 2006 - December 2010
CBIZ Accounting Tax and Advisory Services of Kansas City May 1988 - September 2006
CBIZ 1988 - 2006
MHM Resources January 1993 - January 1998
Mayer Hoffman McCann LLC 1988 - 1997
Skills
Tax, Income Tax, Internal Controls, Auditing, Financial Accounting, Corporate Tax, SEC filings, Tax Preparation, GAAP, QuickBooks, Sarbanes-Oxley Act
Education
Avila University 1999 — 2001
BSBA, Management
Mooreland High School 1981 — 1985
Deborah Welgoss SPHR Deborah Welgoss SPHR's CBIZ Experience July 2005 - August 2006
Job Volunteer Process Improver at Deerfield Beach Middle School
Industry Human Resources
Experience
Deerfield Beach Middle School September 2010 - October 2013
Helping Hands of Boca Raton May 2009 - April 2011
Titan America August 2006 - February 2009
CBIZ July 2005 - August 2006
Sun-Sentinel 2006 - 2006
Lambda Novatronics 1990 - 1999
Oki Electronics 1977 - 1983
Skills
Talent Acquisition, Employee Relations, Benefits Administration, Interviews, Talent Management, Recruiting, Succession Planning, Management, HRIS, Deferred Compensation, New Business Development, Process Improvement, Team Leadership, Workforce Planning, Performance Management, Human Resources, Job Descriptions, HR Consulting, Personnel Management, College Recruiting, Temporary Placement, Employee Benefits, Technical Recruiting, Leadership Development, Organizational...
Education
Barry University 1983 — 1991
Bachelors, Business Management
University of Scranton
Deerfield Beach Middle School September 2010 - October 2013
Helping Hands of Boca Raton May 2009 - April 2011
Titan America August 2006 - February 2009
CBIZ July 2005 - August 2006
Sun-Sentinel 2006 - 2006
Lambda Novatronics 1990 - 1999
Oki Electronics 1977 - 1983
Skills
Talent Acquisition, Employee Relations, Benefits Administration, Interviews, Talent Management, Recruiting, Succession Planning, Management, HRIS, Deferred Compensation, New Business Development, Process Improvement, Team Leadership, Workforce Planning, Performance Management, Human Resources, Job Descriptions, HR Consulting, Personnel Management, College Recruiting, Temporary Placement, Employee Benefits, Technical Recruiting, Leadership Development, Organizational...
Education
Barry University 1983 — 1991
Bachelors, Business Management
University of Scranton
Brittany Hart, MBA & MS I-O Brittany Hart, MBA & MS I-O's CBIZ Experience December 2010 - July 2012
Job Streamline Process & Procedure ● Salesforce.com ● Org. Training, Development & Change Professional
Industry Management Consulting
Experience
Fortimize September 2015 - Present
Fortimize September 2014 - August 2015
Fortimize February 2014 - August 2014
Fortimize July 2013 - January 2014
Breakwater Equity Partners January 2013 - October 2013
Breakwater Equity Partners July 2012 - January 2013
CBIZ December 2010 - July 2012
CBIZ June 2010 - November 2010
Point Loma Nazarene University August 2008 - May 2010
Point Loma Nazarene University August 2006 - May 2010
Skills
Salesforce.com, Organizational..., CRM, Leadership, Microsoft Excel, PowerPoint, Organizational Behavior, Project Management, Survey Design, Employee Training, Management, Training, New Business Development, Analysis, Qualitative Research, Strategy, Program Management, Human Resources, Organizational..., Database Management, SharePoint, DocuSign, Survey Development, ExactTarget
Education
CSPP at Alliant International University 2011 — 2013
M.S., Industrial/Organizational Psychology
Alliant International University-San Diego Scripps Ranch 2011 — 2013
MBA, Business Administration - Strategic Management
Point Loma Nazarene University 2006 — 2010
BA, Major: Psychology; Therapeutic & Community, Minor: Organismal Biology
Mesa Community College
General Education
Corona Del Sol High School
Diploma
Fortimize September 2015 - Present
Fortimize September 2014 - August 2015
Fortimize February 2014 - August 2014
Fortimize July 2013 - January 2014
Breakwater Equity Partners January 2013 - October 2013
Breakwater Equity Partners July 2012 - January 2013
CBIZ December 2010 - July 2012
CBIZ June 2010 - November 2010
Point Loma Nazarene University August 2008 - May 2010
Point Loma Nazarene University August 2006 - May 2010
Skills
Salesforce.com, Organizational..., CRM, Leadership, Microsoft Excel, PowerPoint, Organizational Behavior, Project Management, Survey Design, Employee Training, Management, Training, New Business Development, Analysis, Qualitative Research, Strategy, Program Management, Human Resources, Organizational..., Database Management, SharePoint, DocuSign, Survey Development, ExactTarget
Education
CSPP at Alliant International University 2011 — 2013
M.S., Industrial/Organizational Psychology
Alliant International University-San Diego Scripps Ranch 2011 — 2013
MBA, Business Administration - Strategic Management
Point Loma Nazarene University 2006 — 2010
BA, Major: Psychology; Therapeutic & Community, Minor: Organismal Biology
Mesa Community College
General Education
Corona Del Sol High School
Diploma
Ethan McPeake Ethan McPeake's CBIZ Experience January 2008 - June 2012
Job President at New Era Benefits Consulting, Ltd.
Industry Insurance
Experience
New Era Benefits Consulting, Ltd. September 2013 - Present
CPI-HR July 2012 - September 2013
CBIZ January 2008 - June 2012
CPI HR February 2002 - December 2007
American Express OPEN October 2001 - December 2002
Skills
Employee Benefits, Health Insurance, Disability Insurance, Insurance, Retirement, HRIS, Employee Relations
Education
Arizona State University 1997 — 2001
BA, Communication
Hiram College 1996 — 1997
-, -
Revere
New Era Benefits Consulting, Ltd. September 2013 - Present
CPI-HR July 2012 - September 2013
CBIZ January 2008 - June 2012
CPI HR February 2002 - December 2007
American Express OPEN October 2001 - December 2002
Skills
Employee Benefits, Health Insurance, Disability Insurance, Insurance, Retirement, HRIS, Employee Relations
Education
Arizona State University 1997 — 2001
BA, Communication
Hiram College 1996 — 1997
-, -
Revere
Christalene Harmon Christalene Harmon's CBIZ Experience January 2003 - January 2005
Job Graphic Designer/ Customer Service
Industry Consumer Services
Experience
Express Employment Professionals May 2014 - Present
KBS Computer Services December 2013 - May 2014
Westwood College February 2012 - October 2013
Westwood College January 2011 - 2012
Minuteman Press February 2011 - September 2011
Macy's April 2008 - December 2010
ComEd January 2006 - March 2008
Comcast Cable May 2005 - December 2006
CBIZ January 2003 - January 2005
Wilson, Elser, Moskowitz, Edelman & Dicker January 2001 - January 2003
Skills
Microsoft Office, Microsoft Word, Higher Education, Windows, Illustrator, Graphic Design, Photoshop, Adobe Creative Suite, Logo Design, Digital Illustration, Posters, Business Cards, Illustration, Brochures, Mac, Graphics, Customer Service, package design, Sales, Concept Development, Web Design, Magazine Layout Design, Layout, Motion Graphics, InDesign, Image Editing, Dreamweaver, Drawing, Typography, Flash, Art, After Effects, Photography, Animation, Painting, Flyers, Banners, Packaging, PowerPoint, Event Planning, Leadership, Brand Development, Research
Education
Westwood College-River Oaks 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Design and Visual Communications, General, 3.4 GPA
Express Employment Professionals May 2014 - Present
KBS Computer Services December 2013 - May 2014
Westwood College February 2012 - October 2013
Westwood College January 2011 - 2012
Minuteman Press February 2011 - September 2011
Macy's April 2008 - December 2010
ComEd January 2006 - March 2008
Comcast Cable May 2005 - December 2006
CBIZ January 2003 - January 2005
Wilson, Elser, Moskowitz, Edelman & Dicker January 2001 - January 2003
Skills
Microsoft Office, Microsoft Word, Higher Education, Windows, Illustrator, Graphic Design, Photoshop, Adobe Creative Suite, Logo Design, Digital Illustration, Posters, Business Cards, Illustration, Brochures, Mac, Graphics, Customer Service, package design, Sales, Concept Development, Web Design, Magazine Layout Design, Layout, Motion Graphics, InDesign, Image Editing, Dreamweaver, Drawing, Typography, Flash, Art, After Effects, Photography, Animation, Painting, Flyers, Banners, Packaging, PowerPoint, Event Planning, Leadership, Brand Development, Research
Education
Westwood College-River Oaks 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Design and Visual Communications, General, 3.4 GPA
Brett Rustand Brett Rustand's CBIZ Experience September 2008 - January 2011
Job Vice President at Crest Insurance Group
Industry Insurance
Experience
Crest Insurance Group January 2011 - Present
CBIZ September 2008 - January 2011
US Army 2000 - 2008
Education
Brigham Young University 1996 — 2000
BS, International relations
Crest Insurance Group January 2011 - Present
CBIZ September 2008 - January 2011
US Army 2000 - 2008
Education
Brigham Young University 1996 — 2000
BS, International relations
Ray Coury Ray Coury's CBIZ Experience September 2000 - May 2002
Job Accounting Professional
Industry Accounting
Experience
IFH Solutions, Inc March 2011 - Present
Metcalf Davis June 2002 - December 2010
CBIZ September 2000 - May 2002
Daniel Pappadakis July 1998 - September 2000
Raymond M. Coury, CPA September 1982 - May 1998
Coopers & Lybrand July 1979 - August 1982
Skills
Auditing, Accounting, Tax, GAAP, Finance, Tax Preparation, Financial Accounting, Financial Reporting, CPA, Corporate Tax, Tax Accounting, QuickBooks, Financial Statements, Income Tax, Internal Controls
Education
Binghamton University - School of Management 1974 — 1978
Bachelor of Science, Accounting
IFH Solutions, Inc March 2011 - Present
Metcalf Davis June 2002 - December 2010
CBIZ September 2000 - May 2002
Daniel Pappadakis July 1998 - September 2000
Raymond M. Coury, CPA September 1982 - May 1998
Coopers & Lybrand July 1979 - August 1982
Skills
Auditing, Accounting, Tax, GAAP, Finance, Tax Preparation, Financial Accounting, Financial Reporting, CPA, Corporate Tax, Tax Accounting, QuickBooks, Financial Statements, Income Tax, Internal Controls
Education
Binghamton University - School of Management 1974 — 1978
Bachelor of Science, Accounting
Brett Matzen, CPA Brett Matzen, CPA's CBIZ Experience September 2005 - January 2010
Job Senior Accountant at NextLabs
Industry Accounting
Experience
NextLabs December 2012 - Present
CBS Interactive June 2012 - June 2012
McGladrey & Pullen July 2011 - April 2012
CBIZ September 2005 - January 2010
Skills
QuickBooks, Pivot Tables, GAAP, SEC filings, Auditing, Revenue Recognition, US GAAP, Accounting, Financial Reporting, Internal Controls, Financial Statements, Financial Accounting, Financial Analysis, CPA, General Ledger, Bookkeeping, Tax Preparation, Sarbanes-Oxley Act, Tax Research, Fixed Assets
Education
University of California, Santa Barbara 2003 — 2005
BA, Business Economics and Accounting
American River College 2001 — 2003
AS, Mathematics and Sciences
American River College 1999 — 2001
AA, Liberal Arts
NextLabs December 2012 - Present
CBS Interactive June 2012 - June 2012
McGladrey & Pullen July 2011 - April 2012
CBIZ September 2005 - January 2010
Skills
QuickBooks, Pivot Tables, GAAP, SEC filings, Auditing, Revenue Recognition, US GAAP, Accounting, Financial Reporting, Internal Controls, Financial Statements, Financial Accounting, Financial Analysis, CPA, General Ledger, Bookkeeping, Tax Preparation, Sarbanes-Oxley Act, Tax Research, Fixed Assets
Education
University of California, Santa Barbara 2003 — 2005
BA, Business Economics and Accounting
American River College 2001 — 2003
AS, Mathematics and Sciences
American River College 1999 — 2001
AA, Liberal Arts
Cheryl Rhodes, SPHR, SHRM-SCP, MBA Cheryl Rhodes, SPHR, SHRM-SCP, MBA's CBIZ Experience February 1999 - May 2007
Job Regional Manager, HR Services at Insperity
Industry Human Resources
Experience
Insperity September 2013 - Present
Willis March 2009 - September 2013
Renaissance Bank Advisors, LLC (a divestiture from CBIZ) June 2007 - August 2008
CBIZ February 1999 - May 2007
International Paper April 1997 - December 1998
Skills
Talent Management, Coaching, Change Management, HR Consulting, HR Strategy, Talent Acquisition, Human Capital Management, Leadership Development, Employment Law, Legal Compliance, FMLA, Payroll, Mergers, HRIS, SPHR, Talent Development, Organizational Design, Performance Management, Employee Benefits, Personnel Management, Succession Planning, Mergers & Acquisitions, Process Improvement, Deferred Compensation, Onboarding, Human Resources
Education
Augusta State University - College of Business Administration 1993 — 1995
MBA
The University of Georgia 1989 — 1992
BBA, Finance
Insperity September 2013 - Present
Willis March 2009 - September 2013
Renaissance Bank Advisors, LLC (a divestiture from CBIZ) June 2007 - August 2008
CBIZ February 1999 - May 2007
International Paper April 1997 - December 1998
Skills
Talent Management, Coaching, Change Management, HR Consulting, HR Strategy, Talent Acquisition, Human Capital Management, Leadership Development, Employment Law, Legal Compliance, FMLA, Payroll, Mergers, HRIS, SPHR, Talent Development, Organizational Design, Performance Management, Employee Benefits, Personnel Management, Succession Planning, Mergers & Acquisitions, Process Improvement, Deferred Compensation, Onboarding, Human Resources
Education
Augusta State University - College of Business Administration 1993 — 1995
MBA
The University of Georgia 1989 — 1992
BBA, Finance
Marc Zanger Marc Zanger's CBIZ Experience October 1998 - Present
Job Regional President at CBIZ
Industry Management Consulting
Experience
CBIZ October 1998 - Present
Skills
Executive Management, Employee Benefits, Mergers & Acquisitions, Mergers, Insurance, Strategic Planning, Healthcare, Health Insurance, Risk Management, Workers Compensation, Benefits Administration, Property & Casualty..., Underwriting, Brokers, Disability Insurance, Liability, Managed Care, Claim, Long-term Care, Medicare
Education
Albright College 1965 — 1969
BA, psychology
CBIZ October 1998 - Present
Skills
Executive Management, Employee Benefits, Mergers & Acquisitions, Mergers, Insurance, Strategic Planning, Healthcare, Health Insurance, Risk Management, Workers Compensation, Benefits Administration, Property & Casualty..., Underwriting, Brokers, Disability Insurance, Liability, Managed Care, Claim, Long-term Care, Medicare
Education
Albright College 1965 — 1969
BA, psychology
Allan C. Klose, CPA Allan C. Klose, CPA's CBIZ Experience January 2004 - Present
Job Senior Manager at CBIZ/Mayer Hoffman McCann PC
Industry Accounting
Experience
CBIZ January 2004 - Present
Mayer Hoffman McCann P.C. 2004 - Present
CBIZ January 2004 - December 2008
Skills
GAAP, CPA, Auditing, External Audit, Financial Reporting, Internal Controls, US GAAP, Accounting, SEC filings, Cash Flow, Revenue Recognition, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, Financial Statements
Education
Arizona State University West 2001 — 2003
B.S., Accountancy
North Canyon High School
CBIZ January 2004 - Present
Mayer Hoffman McCann P.C. 2004 - Present
CBIZ January 2004 - December 2008
Skills
GAAP, CPA, Auditing, External Audit, Financial Reporting, Internal Controls, US GAAP, Accounting, SEC filings, Cash Flow, Revenue Recognition, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, Financial Statements
Education
Arizona State University West 2001 — 2003
B.S., Accountancy
North Canyon High School
David Phillips's CBIZ Experience March 2008 - January 2014
Job Senior Director Enterprise Applications at Intelligrated
Industry Information Technology and Services
Experience
Intelligrated January 2014 - Present
CBIZ March 2008 - January 2014
Redemtech March 2006 - January 2008
Norandex Building Materials December 1998 - March 2006
Owens Corning, Inc December 1998 - March 2006
KeyCorp May 1996 - December 1998
KeyCorp November 1981 - May 1996
Skills
IT Strategy, IT Management, SDLC, Software Development, Strategic Planning, Acquisition Integration, Budget Management, Procurement, Compliance, Integration, Vendor Management, Contract Negotiation, Project Portfolio..., Business Intelligence, Data Warehousing, Process Improvement, Banking, Governance, CRM, Budgets, Professional Services, Business Analysis, CIOs, Leadership, Program Management, IT Governance, IT Infrastructure..., IT Operations, Mergers, Project Delivery, Analysis, Team Building, Coaching, Client Relationship..., Client Service, Manufacturing, Distribution, Business Services, Information Technology, Security, Data Center, Telecommunications, Team Leadership, Business Process..., PMO, ERP, Enterprise Architecture, SaaS, Disaster Recovery, Networking
Education
Baldwin Wallace University 1986 — 1987
MBA, General Business
Ohio University 1978 — 1981
BBA, Computer Systems in Business
Intelligrated January 2014 - Present
CBIZ March 2008 - January 2014
Redemtech March 2006 - January 2008
Norandex Building Materials December 1998 - March 2006
Owens Corning, Inc December 1998 - March 2006
KeyCorp May 1996 - December 1998
KeyCorp November 1981 - May 1996
Skills
IT Strategy, IT Management, SDLC, Software Development, Strategic Planning, Acquisition Integration, Budget Management, Procurement, Compliance, Integration, Vendor Management, Contract Negotiation, Project Portfolio..., Business Intelligence, Data Warehousing, Process Improvement, Banking, Governance, CRM, Budgets, Professional Services, Business Analysis, CIOs, Leadership, Program Management, IT Governance, IT Infrastructure..., IT Operations, Mergers, Project Delivery, Analysis, Team Building, Coaching, Client Relationship..., Client Service, Manufacturing, Distribution, Business Services, Information Technology, Security, Data Center, Telecommunications, Team Leadership, Business Process..., PMO, ERP, Enterprise Architecture, SaaS, Disaster Recovery, Networking
Education
Baldwin Wallace University 1986 — 1987
MBA, General Business
Ohio University 1978 — 1981
BBA, Computer Systems in Business
Christopher Michael Carr Christopher Michael Carr's CBIZ Experience May 2007 - February 2010
Job PPC Manager at Endurance International Group
Industry Marketing and Advertising
Experience
Endurance International Group December 2013 - August 2015
Yodle May 2011 - December 2013
Google Combustion @ Direct Alliance December 2010 - April 2011
Reach Out Creative February 2010 - June 2010
CBIZ May 2007 - February 2010
Secured Financial Solutions January 2007 - May 2007
Starwood One June 2005 - January 2007
Skills
Social Media Marketing, Email Marketing, SEO, E-commerce, Copywriting, Marketing, Blogging, Google Adwords, Content Strategy, Market Research, SEM, Web Marketing, Google Analytics, Adobe Creative Suite, Web Analytics, PPC, Online Marketing
Education
Arizona State University 2001 — 2005
Bachelor's degree, Art/Art Studies, General
Scottsdale Community College / NAU - Glendale Campus
AA, the Arts; Marketing
Endurance International Group December 2013 - August 2015
Yodle May 2011 - December 2013
Google Combustion @ Direct Alliance December 2010 - April 2011
Reach Out Creative February 2010 - June 2010
CBIZ May 2007 - February 2010
Secured Financial Solutions January 2007 - May 2007
Starwood One June 2005 - January 2007
Skills
Social Media Marketing, Email Marketing, SEO, E-commerce, Copywriting, Marketing, Blogging, Google Adwords, Content Strategy, Market Research, SEM, Web Marketing, Google Analytics, Adobe Creative Suite, Web Analytics, PPC, Online Marketing
Education
Arizona State University 2001 — 2005
Bachelor's degree, Art/Art Studies, General
Scottsdale Community College / NAU - Glendale Campus
AA, the Arts; Marketing
Greg Doster Jr., MBA Greg Doster Jr., MBA's CBIZ Experience July 2013 - July 2015
Job Senior Financial Analyst at DentalOne Partners Inc.
Industry Accounting
Experience
DentalOne Partners Inc. July 2015 - Present
CBIZ July 2013 - July 2015
CBIZ 2007 - July 2015
Enterprise Rent-A-Car 2003 - 2007
Enterprise Rent-A-Car 2003 - 2003
Radisson 1998 - 2003
Skills
Accounting, General Ledger, Analysis, Forecasting, Fixed Assets, Financial Reporting, Leadership, SEC filings, Financial Analysis, Microsoft Excel, US GAAP, Financial Accounting, Internal Controls, Training, Financial Statements, Microsoft Office, Account Reconciliation, Teamwork, PeopleSoft, Sarbanes-Oxley, Auditing, CPA, Accruals, Corporate Finance, Managerial Finance, Strategic Financial..., Ad Hoc Reporting, Accounting Analysis, Problem Solving, Systematic, Budgeting, Customer Relations, Variance Analysis, Balance, Journal Entries, Troubleshooting, Reconciliations, Documentation, Inside Sales, Treasury Functions, Operating Budgets, Decision Support, Business Analysis, Analytics, Business Acquisition, Creative Problem Solving, Software Implementation, Free Thinking, Critical Thinking, Data Analysis
Education
Baldwin Wallace University 2008 — 2010
MBA, Accounting
Baldwin Wallace University 2000 — 2003
Bus. Admn, Finance
Cuyahoga Community College 1999 — 2001
BADM, Business Management/Marketing (Sales)
DentalOne Partners Inc. July 2015 - Present
CBIZ July 2013 - July 2015
CBIZ 2007 - July 2015
Enterprise Rent-A-Car 2003 - 2007
Enterprise Rent-A-Car 2003 - 2003
Radisson 1998 - 2003
Skills
Accounting, General Ledger, Analysis, Forecasting, Fixed Assets, Financial Reporting, Leadership, SEC filings, Financial Analysis, Microsoft Excel, US GAAP, Financial Accounting, Internal Controls, Training, Financial Statements, Microsoft Office, Account Reconciliation, Teamwork, PeopleSoft, Sarbanes-Oxley, Auditing, CPA, Accruals, Corporate Finance, Managerial Finance, Strategic Financial..., Ad Hoc Reporting, Accounting Analysis, Problem Solving, Systematic, Budgeting, Customer Relations, Variance Analysis, Balance, Journal Entries, Troubleshooting, Reconciliations, Documentation, Inside Sales, Treasury Functions, Operating Budgets, Decision Support, Business Analysis, Analytics, Business Acquisition, Creative Problem Solving, Software Implementation, Free Thinking, Critical Thinking, Data Analysis
Education
Baldwin Wallace University 2008 — 2010
MBA, Accounting
Baldwin Wallace University 2000 — 2003
Bus. Admn, Finance
Cuyahoga Community College 1999 — 2001
BADM, Business Management/Marketing (Sales)
Debbie Heard, CPA, MBT Debbie Heard, CPA, MBT's CBIZ Experience July 2000 - November 2003
Job Managing Director, Accounting Methods and Credit Services, KPMG
Industry Accounting
Experience
KPMG June 2008 - October 2014
Froehling Anderson December 2003 - June 2008
CBIZ July 2000 - November 2003
Skills
Corporate Tax, Tax, Strategic Planning, Microsoft Excel, Tax Advisory, Internal Controls, Management Consulting, Financial Accounting, Corporate Finance, Research, Nonprofits, QuickBooks, Due Diligence, Finance, Business Planning, SEC filings
Education
University of Minnesota - Carlson School of Management 2003 — 2008
Masters, Business Taxation
Augsburg College 1997 — 2000
Bachelors, Accounting
Newman Smith High School 1991 — 1995
KPMG June 2008 - October 2014
Froehling Anderson December 2003 - June 2008
CBIZ July 2000 - November 2003
Skills
Corporate Tax, Tax, Strategic Planning, Microsoft Excel, Tax Advisory, Internal Controls, Management Consulting, Financial Accounting, Corporate Finance, Research, Nonprofits, QuickBooks, Due Diligence, Finance, Business Planning, SEC filings
Education
University of Minnesota - Carlson School of Management 2003 — 2008
Masters, Business Taxation
Augsburg College 1997 — 2000
Bachelors, Accounting
Newman Smith High School 1991 — 1995
Robert Linger Robert Linger's CBIZ Experience January 2014 - Present
Job Forensic Accountant at CBIZ
Industry Accounting
Experience
CBIZ January 2014 - Present
BYU-Idaho September 2013 - December 2013
CBIZ January 2013 - April 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, QuickBooks, Public Speaking, Financial Accounting, Access, Financial Analysis, Windows, Forensic Analysis, Business Valuation, Forensic Accounting, Analysis, Time Management
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (BS), Accounting
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (B.S.), Accounting
CBIZ January 2014 - Present
BYU-Idaho September 2013 - December 2013
CBIZ January 2013 - April 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, QuickBooks, Public Speaking, Financial Accounting, Access, Financial Analysis, Windows, Forensic Analysis, Business Valuation, Forensic Accounting, Analysis, Time Management
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (BS), Accounting
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (B.S.), Accounting
Angela Potts's CBIZ Experience March 2006 - May 2008
Job CPC, CRC at Cigna
Industry Hospital & Health Care
Experience
RECORDFLOW September 2014 - Present
Altegra Health July 2012 - September 2014
CBIZ March 2006 - May 2008
Skills
HCC, Radiology, Interventional Radiology, Medical Coding, ICD-10, CPT, HCPCS, Revenue Cycle, Medical Billing, Health Information..., ICD-9, Medicaid, EHR, Healthcare, HIPAA, EMR, Medical Terminology
Education
Tennessee Technology Center at Murfreesboro 2011 — 2011
Certification of Medical Coding, Medical Coding
RECORDFLOW September 2014 - Present
Altegra Health July 2012 - September 2014
CBIZ March 2006 - May 2008
Skills
HCC, Radiology, Interventional Radiology, Medical Coding, ICD-10, CPT, HCPCS, Revenue Cycle, Medical Billing, Health Information..., ICD-9, Medicaid, EHR, Healthcare, HIPAA, EMR, Medical Terminology
Education
Tennessee Technology Center at Murfreesboro 2011 — 2011
Certification of Medical Coding, Medical Coding
Shannon Hoskins's CBIZ Experience March 2007 - February 2010
Job Learning Facilitator at Blue Cross and Blue Shield of Kansas City
Industry Insurance
Experience
Blue Cross and Blue Shield of Kansas City May 2013 - Present
CBIZ March 2007 - February 2010
Skills
Insurance, Health Insurance, Customer Service, Training, Teaching
Education
Avila University 2012 — 2014
Healthcare Management, Health/Health Care Administration/Management, Graduate
Blue Cross and Blue Shield of Kansas City May 2013 - Present
CBIZ March 2007 - February 2010
Skills
Insurance, Health Insurance, Customer Service, Training, Teaching
Education
Avila University 2012 — 2014
Healthcare Management, Health/Health Care Administration/Management, Graduate
Eli Clemens Eli Clemens's CBIZ Experience March 2010 - Present
Job National Marketing Manager
Industry Marketing and Advertising
Experience
CBIZ March 2010 - Present
MountainWest Capital Network June 2010 - June 2012
Mountain West Capital Network July 2010 - June 2011
CBIZ January 2008 - March 2010
Provo Craft 2007 - 2008
Open Air Cinema February 2005 - February 2007
HELP International 2004 - 2005
Marketing Advantage 2002 - 2004
Skills
B2B Marketing, B2C Marketing, Marketing Strategy, Market Research, Marketing, Product Management, Event Management, Product Launch, Projects, Management, Negotiation, Strategy, Social Media Marketing, Strategic Planning, Marketing Communications, Start-ups, Business Development, Strategic Partnerships, Advertising, Salesforce.com, Product Marketing, New Business Development, Entrepreneurship, Email Marketing, Online Marketing, Cross-functional Team..., Leadership, Budgets, Direct Marketing, Training, Project Management, Program Management, Analysis, Competitive Analysis, Marketing Management, Product Development, Project Planning
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA
Brigham Young University 2001 — 2004
BA, International Development
CBIZ March 2010 - Present
MountainWest Capital Network June 2010 - June 2012
Mountain West Capital Network July 2010 - June 2011
CBIZ January 2008 - March 2010
Provo Craft 2007 - 2008
Open Air Cinema February 2005 - February 2007
HELP International 2004 - 2005
Marketing Advantage 2002 - 2004
Skills
B2B Marketing, B2C Marketing, Marketing Strategy, Market Research, Marketing, Product Management, Event Management, Product Launch, Projects, Management, Negotiation, Strategy, Social Media Marketing, Strategic Planning, Marketing Communications, Start-ups, Business Development, Strategic Partnerships, Advertising, Salesforce.com, Product Marketing, New Business Development, Entrepreneurship, Email Marketing, Online Marketing, Cross-functional Team..., Leadership, Budgets, Direct Marketing, Training, Project Management, Program Management, Analysis, Competitive Analysis, Marketing Management, Product Development, Project Planning
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA
Brigham Young University 2001 — 2004
BA, International Development
Patrick O'Connell, ASA, CPA, ABV, CVA, CFE Patrick O'Connell, ASA, CPA, ABV, CVA, CFE's CBIZ Experience 1986 - 2008
Job Principal at Business Equity Appraisal Reports, Inc. and Business Value Group, LLC
Industry Financial Services
Experience
Business Equity Appraisal Reports (BEAR, Inc.) and Business Value Group (BVG, LLC) May 2008 - Present
CBIZ 1986 - 2008
Phoenix College January 2000 - January 2002
Skills
Accounting, Business Valuation, Valuation, CPA, Tax, Purchase Price..., GAAP, Financial Analysis, Financial Accounting, Financial Modeling, Tax Accounting, SEC filings, Financial Reporting, Mergers, Corporate Tax, Restructuring, Cost Accounting, Forensic Accounting, Partnership Taxation, Start-ups, Mergers & Acquisitions
Education
Arizona State University 1984 — 1986
B.S., Accounting
West High School Madison WI 1975 — 1977
High School
Business Equity Appraisal Reports (BEAR, Inc.) and Business Value Group (BVG, LLC) May 2008 - Present
CBIZ 1986 - 2008
Phoenix College January 2000 - January 2002
Skills
Accounting, Business Valuation, Valuation, CPA, Tax, Purchase Price..., GAAP, Financial Analysis, Financial Accounting, Financial Modeling, Tax Accounting, SEC filings, Financial Reporting, Mergers, Corporate Tax, Restructuring, Cost Accounting, Forensic Accounting, Partnership Taxation, Start-ups, Mergers & Acquisitions
Education
Arizona State University 1984 — 1986
B.S., Accounting
West High School Madison WI 1975 — 1977
High School
Garrett Weathers Garrett Weathers's CBIZ Experience May 2001 - May 2015
Job Technology Consultant
Industry Management Consulting
Experience
CBIZ May 2001 - May 2015
Skills
Microbiology, Laboratory Skills, Research, Data Analysis, Statistics, Computer Hardware, Customer Service, Computer Repair, Microsoft Excel, Microsoft Office, Strategic Planning, Management, Leadership, Team Leadership, PowerPoint, Technical Support
Education
Auburn University at Montgomery 2008 — 2012
BS , Microbiology, General
CBIZ May 2001 - May 2015
Skills
Microbiology, Laboratory Skills, Research, Data Analysis, Statistics, Computer Hardware, Customer Service, Computer Repair, Microsoft Excel, Microsoft Office, Strategic Planning, Management, Leadership, Team Leadership, PowerPoint, Technical Support
Education
Auburn University at Montgomery 2008 — 2012
BS , Microbiology, General
Angie Streeter's CBIZ Experience May 2015 - Present
Job Area Manager at CBIZ
Industry Human Resources
Experience
CBIZ May 2015 - Present
Paychex May 2014 - March 2015
DENTSPLY International July 2008 - May 2014
Warner Chilcott Pharmaceuticals October 2007 - June 2008
ADP March 2005 - October 2007
Sprint 1997 - 2004
Skills
Cold Calling, Account Management, Sales Presentations, Medical Devices, Recruiting, Customer Service, Salesforce.com, Selling Skills, Selling, Building Relationships, Outside Sales, Pharmaceutical Sales, Sales Effectiveness, Pricing, Pharmaceutical Industry, Trade Shows, COSMOS, Microsoft Office, PowerPoint, Direct Sales, Introducing New Products, Product Launch, Dental Sales, New Business Development, Team Building, Cross Selling, Sales Process, College Recruiting, Outsourced HR Services, Consultative Selling, B2B, Relationship Building, Leadership, Management
Education
Briar Cliff University 1991 — 1995
Bachelor of Arts (BA), Human Resources Management/Personnel Administration, General
CBIZ May 2015 - Present
Paychex May 2014 - March 2015
DENTSPLY International July 2008 - May 2014
Warner Chilcott Pharmaceuticals October 2007 - June 2008
ADP March 2005 - October 2007
Sprint 1997 - 2004
Skills
Cold Calling, Account Management, Sales Presentations, Medical Devices, Recruiting, Customer Service, Salesforce.com, Selling Skills, Selling, Building Relationships, Outside Sales, Pharmaceutical Sales, Sales Effectiveness, Pricing, Pharmaceutical Industry, Trade Shows, COSMOS, Microsoft Office, PowerPoint, Direct Sales, Introducing New Products, Product Launch, Dental Sales, New Business Development, Team Building, Cross Selling, Sales Process, College Recruiting, Outsourced HR Services, Consultative Selling, B2B, Relationship Building, Leadership, Management
Education
Briar Cliff University 1991 — 1995
Bachelor of Arts (BA), Human Resources Management/Personnel Administration, General
Scott Ellis's CBIZ Experience February 2015 - Present
Job Creative/Marketing Fearless Leader
Industry Marketing and Advertising
Experience
CBIZ February 2015 - Present
Scott Ellis Creative Communications 1999 - Present
VinSolutions July 2010 - July 2014
Jack Henry & Associates, Inc. June 2003 - June 2010
Jack Henry & Associates, Inc. March 2001 - June 2003
Jack Henry & Associates, Inc. February 2000 - March 2001
Jack Henry & Associates, Inc. June 1999 - February 2000
Webviper November 1998 - April 1999
CyberHawk, LLC August 1998 - November 1998
Skills
Photoshop, InDesign, Illustrator, Design Management, HTML, CSS, Video Editing, Flash, Process Management, Processes Development, Design Education, Team Management, Team Mentoring, Marketing, Digital Marketing, Brand Management, Creative Direction, Advertising, Email Marketing, Online Advertising, Team Leadership, Online Marketing, Direct Marketing, Marketing Communications, Creative Strategy, Graphic Design, Photography, Adobe Creative Suite
Education
Auburn University 1991 — 1997
BIND, Industrial Design - Specialized in Multimedia
Auburn University 1991 — 1997
minor, Business
CBIZ February 2015 - Present
Scott Ellis Creative Communications 1999 - Present
VinSolutions July 2010 - July 2014
Jack Henry & Associates, Inc. June 2003 - June 2010
Jack Henry & Associates, Inc. March 2001 - June 2003
Jack Henry & Associates, Inc. February 2000 - March 2001
Jack Henry & Associates, Inc. June 1999 - February 2000
Webviper November 1998 - April 1999
CyberHawk, LLC August 1998 - November 1998
Skills
Photoshop, InDesign, Illustrator, Design Management, HTML, CSS, Video Editing, Flash, Process Management, Processes Development, Design Education, Team Management, Team Mentoring, Marketing, Digital Marketing, Brand Management, Creative Direction, Advertising, Email Marketing, Online Advertising, Team Leadership, Online Marketing, Direct Marketing, Marketing Communications, Creative Strategy, Graphic Design, Photography, Adobe Creative Suite
Education
Auburn University 1991 — 1997
BIND, Industrial Design - Specialized in Multimedia
Auburn University 1991 — 1997
minor, Business
Martin Willie, CPA's CBIZ Experience January 2003 - December 2005
Job CPA Accounting, Tax Manager at Lopata, Flegel & Company, providing tax solutions for St. Louis Businesses
Industry Accounting
Experience
Lopata, Flegel & Company LLP November 2013 - Present
Post Foods January 2012 - February 2013
Independent Contractor / Business Adviser January 2007 - December 2011
CPI Corp. January 2005 - December 2006
CBIZ January 2003 - December 2005
PwC January 2000 - December 2003
Skills
Accounting, Finance, Tax, Income Tax, Account Reconciliation, Leadership, Strategy, Restructuring, Analysis, ERP, Federal & State Tax,..., Supply Chain, JD Edwards, Project Planning, Indirect Taxation, Corporate Law, Financial Analysis, Oracle, Lawson General Ledger, Lawson HRIS, Lawson 4GL, Tax Software, Chart of Accounts, Strategic Financial..., Aviation Accounting, Financial Close Process, Unclaimed Property, Financial Calculations, Effective Tax Rate, Multi State Tax Planning, Draft and Review Notes, Competitive Analysis, Credit Incentives, Proxy Languages and..., Contract Review, Sales & Use Tax..., Canada Imputed Tax..., Domestic Production..., Tax Accounting
Education
Benedictine College 1987 — 1991
BS/BA, Accounting and Finance
Lopata, Flegel & Company LLP November 2013 - Present
Post Foods January 2012 - February 2013
Independent Contractor / Business Adviser January 2007 - December 2011
CPI Corp. January 2005 - December 2006
CBIZ January 2003 - December 2005
PwC January 2000 - December 2003
Skills
Accounting, Finance, Tax, Income Tax, Account Reconciliation, Leadership, Strategy, Restructuring, Analysis, ERP, Federal & State Tax,..., Supply Chain, JD Edwards, Project Planning, Indirect Taxation, Corporate Law, Financial Analysis, Oracle, Lawson General Ledger, Lawson HRIS, Lawson 4GL, Tax Software, Chart of Accounts, Strategic Financial..., Aviation Accounting, Financial Close Process, Unclaimed Property, Financial Calculations, Effective Tax Rate, Multi State Tax Planning, Draft and Review Notes, Competitive Analysis, Credit Incentives, Proxy Languages and..., Contract Review, Sales & Use Tax..., Canada Imputed Tax..., Domestic Production..., Tax Accounting
Education
Benedictine College 1987 — 1991
BS/BA, Accounting and Finance
Melinda Hirsch's CBIZ Experience 2007 - 2010
Job Management Consulting Professional
Industry Accounting
Experience
American Women's Club of Brussels March 2011 - May 2012
Consulting Business September 2010 - May 2011
CBIZ 2007 - 2010
CBIZ 2003 - 2007
CBIZ 2000 - 2004
OfficeMax 1999 - 2000
OfficeMax January 1998 - March 1999
Skills
Software Implementation, Oracle Applications, Project Management, Contract Negotiation, Team Management, Instructor-led Training, Program Management, Cognos, Metrics Reporting, Internal Audit, Performance Appraisal, Month End Close, Intercompany..., Fixed Asset Management, Financial Accounting, General Ledger, Accounting
Education
Bowling Green State University 1994 — 1997
Bachelor of Science (BS), Accounting and Business/Management
Lorain County Community College 1992 — 1994
American Women's Club of Brussels March 2011 - May 2012
Consulting Business September 2010 - May 2011
CBIZ 2007 - 2010
CBIZ 2003 - 2007
CBIZ 2000 - 2004
OfficeMax 1999 - 2000
OfficeMax January 1998 - March 1999
Skills
Software Implementation, Oracle Applications, Project Management, Contract Negotiation, Team Management, Instructor-led Training, Program Management, Cognos, Metrics Reporting, Internal Audit, Performance Appraisal, Month End Close, Intercompany..., Fixed Asset Management, Financial Accounting, General Ledger, Accounting
Education
Bowling Green State University 1994 — 1997
Bachelor of Science (BS), Accounting and Business/Management
Lorain County Community College 1992 — 1994
Annette Mackey CCS, CPC, CEDC's CBIZ Experience September 2010 - November 2012
Job Assistant Director of Operations at All About Coding LLC Inpatient and Outpatient online coder training
Industry Medical Practice
Experience
All About Coding LLC October 2013 - Present
All About Coding LLC - Facility Coding Support/Online Coder Training/ Certification Review September 2013 - Present
Woodham & Associates November 2012 - May 2014
CBIZ September 2010 - November 2012
Department of Transport January 2007 - March 2010
HRH - Sid Banack Insurance May 1998 - June 2005
Trico Home Health Care January 1995 - May 1998
Skills
ICD-9-CM, CPT, DRG, NCCI, EMR, Medical Terminology, Hospitals, EHR, ICD-9, Medical Coding, Medical Records, HIPAA, Medical Billing, Healthcare Consulting, Medicare, Revenue Cycle Management, Invoicing, Revenue Cycle, Coders, Healthcare Industry, Medicaid, Health Information..., E/M coding, Medisoft, Inpatient, Healthcare Management, Practice Management, Meditech, Epic Systems, Managed Care, Radiology, Credentialing, Healthcare Reimbursement, 10 Key, Physician Coding, Physicians, Medical Compliance, Provider Relations, Healthcare Information..., HCPCS, Physician Relations, Health Insurance, ICD-10, IDX, Medicare/Medicaid..., Charge Entry, Denials, PPO, Centricity, Claims Resolution
Education
Aiken Technical College 2006 — 2007
Certification, Medical Insurance Coding Specialist/Coder
Indian River Community College 1993 — 1995
Health Information Technology, Medical Insurance Coding Specialist/Coder
All About Coding LLC October 2013 - Present
All About Coding LLC - Facility Coding Support/Online Coder Training/ Certification Review September 2013 - Present
Woodham & Associates November 2012 - May 2014
CBIZ September 2010 - November 2012
Department of Transport January 2007 - March 2010
HRH - Sid Banack Insurance May 1998 - June 2005
Trico Home Health Care January 1995 - May 1998
Skills
ICD-9-CM, CPT, DRG, NCCI, EMR, Medical Terminology, Hospitals, EHR, ICD-9, Medical Coding, Medical Records, HIPAA, Medical Billing, Healthcare Consulting, Medicare, Revenue Cycle Management, Invoicing, Revenue Cycle, Coders, Healthcare Industry, Medicaid, Health Information..., E/M coding, Medisoft, Inpatient, Healthcare Management, Practice Management, Meditech, Epic Systems, Managed Care, Radiology, Credentialing, Healthcare Reimbursement, 10 Key, Physician Coding, Physicians, Medical Compliance, Provider Relations, Healthcare Information..., HCPCS, Physician Relations, Health Insurance, ICD-10, IDX, Medicare/Medicaid..., Charge Entry, Denials, PPO, Centricity, Claims Resolution
Education
Aiken Technical College 2006 — 2007
Certification, Medical Insurance Coding Specialist/Coder
Indian River Community College 1993 — 1995
Health Information Technology, Medical Insurance Coding Specialist/Coder
Bob Consiglio Bob Consiglio's CBIZ Experience 2012 - Present
Job IT Project Manager
Industry Management Consulting
Experience
CBIZ 2012 - Present
Health Design Plus 2004 - 2012
Antares Management Solutions 1999 - 2004
Computer Sciences Corporation 1995 - 2000
Skills
Business Analysis, Process Improvement, SQL, Insurance, Business Intelligence, Health Insurance, Project Management, Data Analysis, Strategic Planning, Healthcare, Team Building, Risk Management, SharePoint, Change Management, IT Strategy, SDLC, Strategy, Integration, Account Management, Vendor Management, Software Documentation, Visio, Program Management, Management, Disaster Recovery, Access, Business Process..., IT Management, PMP, Budgets
Education
Bowling Green State University
Bachelor of Science (B.S.), Business Management, Information Systems
Maple Heights High
CBIZ 2012 - Present
Health Design Plus 2004 - 2012
Antares Management Solutions 1999 - 2004
Computer Sciences Corporation 1995 - 2000
Skills
Business Analysis, Process Improvement, SQL, Insurance, Business Intelligence, Health Insurance, Project Management, Data Analysis, Strategic Planning, Healthcare, Team Building, Risk Management, SharePoint, Change Management, IT Strategy, SDLC, Strategy, Integration, Account Management, Vendor Management, Software Documentation, Visio, Program Management, Management, Disaster Recovery, Access, Business Process..., IT Management, PMP, Budgets
Education
Bowling Green State University
Bachelor of Science (B.S.), Business Management, Information Systems
Maple Heights High
Stacey Kirk's CBIZ Experience June 2012 - March 2014
Job Payroll Administrator at Serco Inc
Industry Accounting
Experience
Serco July 2014 - Present
Dynamic Aviation March 2014 - July 2014
CBIZ June 2012 - March 2014
Harrisonburg Tourism January 2012 - June 2012
AC Furniture June 2007 - September 2007
Skills
PowerPoint, Research, Time Management, Marketing, Microsoft Excel, Training, Data Entry, Social Media, Account Management, Payroll, Microsoft Office 2007, Leadership Development, Public Speaking, Social Media Marketing, Analysis, Teamwork, Organizational..., Social Networking, Management, Data Analysis, Microsoft Word, Team Leadership, Fundraising, Critical Thinking, Facebook, Human Resources, Team Building, Strategic Planning, Leadership, Customer Satisfaction, System Administration, Employee Relations, Small Business, Project Planning, Project Management, Editing, Excel, Word, Time & Attendance, Microsoft Office, Customer Service
Education
Bridgewater College 2008 — 2012
BS, Business Administration with a concentration in management and marketing
Piedmont Governors School 2006 — 2008
Science; Advanced Diploma, Magna
Magna Vista High School 2004 — 2008
Advanced Diploma, 3.8
Serco July 2014 - Present
Dynamic Aviation March 2014 - July 2014
CBIZ June 2012 - March 2014
Harrisonburg Tourism January 2012 - June 2012
AC Furniture June 2007 - September 2007
Skills
PowerPoint, Research, Time Management, Marketing, Microsoft Excel, Training, Data Entry, Social Media, Account Management, Payroll, Microsoft Office 2007, Leadership Development, Public Speaking, Social Media Marketing, Analysis, Teamwork, Organizational..., Social Networking, Management, Data Analysis, Microsoft Word, Team Leadership, Fundraising, Critical Thinking, Facebook, Human Resources, Team Building, Strategic Planning, Leadership, Customer Satisfaction, System Administration, Employee Relations, Small Business, Project Planning, Project Management, Editing, Excel, Word, Time & Attendance, Microsoft Office, Customer Service
Education
Bridgewater College 2008 — 2012
BS, Business Administration with a concentration in management and marketing
Piedmont Governors School 2006 — 2008
Science; Advanced Diploma, Magna
Magna Vista High School 2004 — 2008
Advanced Diploma, 3.8
Jeffrey Dashiell's CBIZ Experience July 2004 - December 2005
Job Director of Sales at Omega Painting & Sandblasting
Industry Marketing and Advertising
Experience
Omega Painting & Sandblasting June 2014 - Present
Quicken Loans October 2013 - June 2014
Nations Lending Corportation January 2013 - July 2013
Yellowbook November 2006 - June 2012
Premier Business Solutions February 2006 - November 2007
CBIZ July 2004 - December 2005
Blue Technologies January 1998 - June 2004
Skills
Salesforce.com, Social Media Marketing, Email Marketing, Finance, Loans, Mortgage Lending
Education
Baldwin Wallace University 1995 — 2002
BA Business Administration, Accounting
Omega Painting & Sandblasting June 2014 - Present
Quicken Loans October 2013 - June 2014
Nations Lending Corportation January 2013 - July 2013
Yellowbook November 2006 - June 2012
Premier Business Solutions February 2006 - November 2007
CBIZ July 2004 - December 2005
Blue Technologies January 1998 - June 2004
Skills
Salesforce.com, Social Media Marketing, Email Marketing, Finance, Loans, Mortgage Lending
Education
Baldwin Wallace University 1995 — 2002
BA Business Administration, Accounting
Jason Dombar's CBIZ Experience June 2008 - March 2013
Job
Industry Financial Services
Experience
Pritchard, Bieler, Gruver & Willison, P.C., CPAs March 2013 - Present
CBIZ June 2008 - March 2013
Wealth and Tax Advisory Services August 2006 - June 2008
The Melting Pot Restaurant - Coral Springs July 1999 - September 2003
Skills
Management Consulting, Market Research, Strategic Planning, Business Strategy, Forensic Accounting, Damages Calculation, Business Valuation, Operations Management, Leadership, Litigation Support, Valuation, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Auditing, Accounting, Finance, Financial Reporting
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA
University of Cincinnati College of Business 1996 — 1999
BBA, Operations Management and Entrepreneurship
Indiana University Bloomington
Pritchard, Bieler, Gruver & Willison, P.C., CPAs March 2013 - Present
CBIZ June 2008 - March 2013
Wealth and Tax Advisory Services August 2006 - June 2008
The Melting Pot Restaurant - Coral Springs July 1999 - September 2003
Skills
Management Consulting, Market Research, Strategic Planning, Business Strategy, Forensic Accounting, Damages Calculation, Business Valuation, Operations Management, Leadership, Litigation Support, Valuation, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Auditing, Accounting, Finance, Financial Reporting
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA
University of Cincinnati College of Business 1996 — 1999
BBA, Operations Management and Entrepreneurship
Indiana University Bloomington
Melanie Bright's CBIZ Experience 1997 - 2000
Job American Express
Industry Financial Services
Experience
Royal Bank of Scotland August 2012 - July 2014
American Express April 2010 - August 2012
Mercury Insurance Company November 2008 - 2010
Countrywide Financial October 2002 - November 2008
California State University, Chancellor's Office January 2000 - October 2002
CBIZ 1997 - 2000
Skills
Internal Audit, Risk Management, Financial Risk, Enterprise Risk..., Banking, Financial Analysis, Auditing, Sarbanes-Oxley Act, Operational Risk..., Financial Services, Internal Controls, Operational Risk, Process Improvement, Finance, Risk Assessment
Education
Azusa Pacific University
Bachelor of Science (B.S.), Accounting
Royal Bank of Scotland August 2012 - July 2014
American Express April 2010 - August 2012
Mercury Insurance Company November 2008 - 2010
Countrywide Financial October 2002 - November 2008
California State University, Chancellor's Office January 2000 - October 2002
CBIZ 1997 - 2000
Skills
Internal Audit, Risk Management, Financial Risk, Enterprise Risk..., Banking, Financial Analysis, Auditing, Sarbanes-Oxley Act, Operational Risk..., Financial Services, Internal Controls, Operational Risk, Process Improvement, Finance, Risk Assessment
Education
Azusa Pacific University
Bachelor of Science (B.S.), Accounting
Ed Silva's CBIZ Experience 2004 - 2006
Job Vice President Big Data and Analytics
Industry Information Technology and Services
Experience
WorldLink US September 2015 - Present
HP Enterprise Services - Analytics and Data Management Practice February 2007 - September 2015
CBIZ 2004 - 2006
Cambridge Technology Partners/Novell 2001 - 2003
eLoyalty 1994 - 2001
EDS 1987 - 1994
Skills
Business Intelligence, Leadership, Program Management, Enterprise Software, Master Data Management, CRM, Management Consulting, Data Integration, SaaS, Analytics, IT Strategy, Business Process, Enterprise Architecture, Integration, Business Development, Sales, Strategy, Data Warehousing, Big Data, Business Analysis, Management, Professional Services, Selling, Solution Architecture, Cloud Computing, Data Quality, Outsourcing, Governance, Consulting, Solution Selling
Education
Bloomsburg University of Pennsylvania
Business Administration
WorldLink US September 2015 - Present
HP Enterprise Services - Analytics and Data Management Practice February 2007 - September 2015
CBIZ 2004 - 2006
Cambridge Technology Partners/Novell 2001 - 2003
eLoyalty 1994 - 2001
EDS 1987 - 1994
Skills
Business Intelligence, Leadership, Program Management, Enterprise Software, Master Data Management, CRM, Management Consulting, Data Integration, SaaS, Analytics, IT Strategy, Business Process, Enterprise Architecture, Integration, Business Development, Sales, Strategy, Data Warehousing, Big Data, Business Analysis, Management, Professional Services, Selling, Solution Architecture, Cloud Computing, Data Quality, Outsourcing, Governance, Consulting, Solution Selling
Education
Bloomsburg University of Pennsylvania
Business Administration
Benjamin Y. Weisenberg, CPA's CBIZ Experience July 2007 - January 2009
Job Senior Accountant at InterCoastal Electronics, Inc.
Industry Accounting
Experience
Inter-Coastal Electronics March 2014 - Present
Collection Agency February 2010 - Present
Consultant January 2009 - Present
IO 2013 - 2013
CBIZ July 2007 - January 2009
Tri-West Healthcare Alliance October 2006 - July 2007
Local medical practice December 2000 - October 2006
Skills
Auditing, Fixed Assets, Finance, Microsoft Excel, CPA, Account Reconciliation, Investments, Accounting, Management, Internal Controls, Payroll, PeopleSoft, Journal Entries, Financial Analysis, Budgets, Variance Analysis, Financial Statements, GAAP, Financial Reporting, Credit
Education
Arizona State University West 2005 — 2007
Certificate, Accounting
Arizona State University 1995 — 2000
BS, Finance
Horizon High School 1991 — 1995
Inter-Coastal Electronics March 2014 - Present
Collection Agency February 2010 - Present
Consultant January 2009 - Present
IO 2013 - 2013
CBIZ July 2007 - January 2009
Tri-West Healthcare Alliance October 2006 - July 2007
Local medical practice December 2000 - October 2006
Skills
Auditing, Fixed Assets, Finance, Microsoft Excel, CPA, Account Reconciliation, Investments, Accounting, Management, Internal Controls, Payroll, PeopleSoft, Journal Entries, Financial Analysis, Budgets, Variance Analysis, Financial Statements, GAAP, Financial Reporting, Credit
Education
Arizona State University West 2005 — 2007
Certificate, Accounting
Arizona State University 1995 — 2000
BS, Finance
Horizon High School 1991 — 1995
Kathleen Boas, SPHR's CBIZ Experience April 2002 - March 2004
Job Human Resources Business Partner and Change Management Champion focused on the bottom line
Industry Human Resources
Experience
hr-haven November 2014 - September 2015
Agspring, LLC --- Consulting Project December 2013 - August 2014
Advice & Aid Pregnancy Centers, Inc. --- Consulting Project October 2012 - September 2013
North American Pipe - formerly CertainTeed August 2010 - July 2012
Boas Associates LLC January 2005 - January 2010
Human Resources Management Corporation 2000 - 2007
Richardson Communications Group (formerly Richardson Printing) March 2004 - April 2005
CBIZ April 2002 - March 2004
Palmer & Cay April 2000 - March 2002
Skills
Employee Relations, Talent Management, Employee Benefits, Performance Management, Human Resources, Talent Acquisition, Onboarding, Conflict Resolution, Organizational Design, Succession Planning, HR Consulting, Training, Management, HR Policies, Employment Law, Employee Training, Budgets, Career Counseling, Deferred Compensation, Leadership Development, Strategic Planning, Personnel Management, Resume Writing, Temporary Placement, Coaching, Employee Engagement, Organizational..., Workforce Planning, Process Improvement, Benefits Administration, Strategy, Recruiting, Management Consulting, New Hire Orientations, FMLA, Program Management, Labor Relations, Job Descriptions, Interviews, Hiring
Education
Baker University 1993 — 1995
B.A., Business Administration - cum laude
Andrean High School
Professional Development Certifications
hr-haven November 2014 - September 2015
Agspring, LLC --- Consulting Project December 2013 - August 2014
Advice & Aid Pregnancy Centers, Inc. --- Consulting Project October 2012 - September 2013
North American Pipe - formerly CertainTeed August 2010 - July 2012
Boas Associates LLC January 2005 - January 2010
Human Resources Management Corporation 2000 - 2007
Richardson Communications Group (formerly Richardson Printing) March 2004 - April 2005
CBIZ April 2002 - March 2004
Palmer & Cay April 2000 - March 2002
Skills
Employee Relations, Talent Management, Employee Benefits, Performance Management, Human Resources, Talent Acquisition, Onboarding, Conflict Resolution, Organizational Design, Succession Planning, HR Consulting, Training, Management, HR Policies, Employment Law, Employee Training, Budgets, Career Counseling, Deferred Compensation, Leadership Development, Strategic Planning, Personnel Management, Resume Writing, Temporary Placement, Coaching, Employee Engagement, Organizational..., Workforce Planning, Process Improvement, Benefits Administration, Strategy, Recruiting, Management Consulting, New Hire Orientations, FMLA, Program Management, Labor Relations, Job Descriptions, Interviews, Hiring
Education
Baker University 1993 — 1995
B.A., Business Administration - cum laude
Andrean High School
Professional Development Certifications
Hanmanth Jogiraju's CBIZ Experience June 2008 - September 2010
Job Consultant at Progressive Insurance
Industry Computer Software
Experience
Progressive Insurance September 2013 - April 2015
Praxair June 2012 - August 2013
Dayton Power and Light October 2010 - January 2012
CBIZ June 2008 - September 2010
Sherwin Williams October 2007 - June 2008
Benmark, LLC July 2007 - October 2007
Dell, Inc January 2007 - June 2007
Ames True Temper March 2006 - December 2006
Ohio Savings Bank October 2004 - January 2006
CBIZ, Inc January 2002 - October 2004
Skills
PL/SQL, Oracle E-Business Suite, SQL, Oracle Forms, Oracle Reports, OAF, Oracle Discoverer, Oracle Workflow, XML Publisher, Oracle General Ledger, Order to Cash, Procure-to-Pay, Oracle Inventory, Oracle Work and Asset..., Oracle, ERP, Order Management, Oracle Applications, Databases
Education
University of Toledo 1996 — 1998
M.S., Chemican Engineering
Birla Institute of Technology and Science 1990 — 1994
B.E., Chemical Engineering
Progressive Insurance September 2013 - April 2015
Praxair June 2012 - August 2013
Dayton Power and Light October 2010 - January 2012
CBIZ June 2008 - September 2010
Sherwin Williams October 2007 - June 2008
Benmark, LLC July 2007 - October 2007
Dell, Inc January 2007 - June 2007
Ames True Temper March 2006 - December 2006
Ohio Savings Bank October 2004 - January 2006
CBIZ, Inc January 2002 - October 2004
Skills
PL/SQL, Oracle E-Business Suite, SQL, Oracle Forms, Oracle Reports, OAF, Oracle Discoverer, Oracle Workflow, XML Publisher, Oracle General Ledger, Order to Cash, Procure-to-Pay, Oracle Inventory, Oracle Work and Asset..., Oracle, ERP, Order Management, Oracle Applications, Databases
Education
University of Toledo 1996 — 1998
M.S., Chemican Engineering
Birla Institute of Technology and Science 1990 — 1994
B.E., Chemical Engineering
Rob Gardner's CBIZ Experience August 2004 - May 2007
Job VP of Finance and Operations at Barebones
Industry Consumer Electronics
Experience
Barebones January 2015 - Present
GOAL ZERO, LLC 2013 - 2014
Roberts Arts & Crafts June 2011 - June 2013
Sorenson Capital 2008 - 2013
Autism Journeys November 2008 - December 2011
BYU August 2007 - April 2009
Cougar Capital 2008 - 2009
CBIZ August 2004 - May 2007
Skills
Strategy, Financial Modeling, Forecasting, Management, Finance, Business Strategy, Market Research, Entrepreneurship, Portfolio Management, Auditing, Financial Analysis, Nonprofits, Due Diligence, Venture Capital, Valuation, Mergers & Acquisitions, Private Equity, Corporate Finance, Start-ups, Microsoft Excel, Strategic Planning, Financial Reporting, Corporate Development, Mutual Funds
Education
Brigham Young University 1997 — 2004
Barebones January 2015 - Present
GOAL ZERO, LLC 2013 - 2014
Roberts Arts & Crafts June 2011 - June 2013
Sorenson Capital 2008 - 2013
Autism Journeys November 2008 - December 2011
BYU August 2007 - April 2009
Cougar Capital 2008 - 2009
CBIZ August 2004 - May 2007
Skills
Strategy, Financial Modeling, Forecasting, Management, Finance, Business Strategy, Market Research, Entrepreneurship, Portfolio Management, Auditing, Financial Analysis, Nonprofits, Due Diligence, Venture Capital, Valuation, Mergers & Acquisitions, Private Equity, Corporate Finance, Start-ups, Microsoft Excel, Strategic Planning, Financial Reporting, Corporate Development, Mutual Funds
Education
Brigham Young University 1997 — 2004
William Hann's CBIZ Experience February 1999 - July 2003
Job Owner/CPA at William B. Hann, CPA
Industry Accounting
Experience
William B. Hann, CPA November 2013 - Present
BKD CPAs & Advisors June 2011 - December 2013
Hiland Partners, LP December 2007 - August 2011
William B. Hann, CPA 2005 - 2010
Collins, Butler and Co August 2005 - December 2007
Agler & Gaeddert September 2003 - August 2005
CBIZ February 1999 - July 2003
Bank of America November 1995 - January 1999
UMB Bank July 1990 - November 1995
Skills
Tax, Income Tax, GAAP, Internal Controls, Partnership Taxation, Tax Research, Tax Accounting, Tax Preparation, Accounting, CPA, Financial Accounting
Education
Baker University 1986 — 1990
Bachelor of Science, Accounting
Belton High School 1983 — 1986
Diploma, General
William B. Hann, CPA November 2013 - Present
BKD CPAs & Advisors June 2011 - December 2013
Hiland Partners, LP December 2007 - August 2011
William B. Hann, CPA 2005 - 2010
Collins, Butler and Co August 2005 - December 2007
Agler & Gaeddert September 2003 - August 2005
CBIZ February 1999 - July 2003
Bank of America November 1995 - January 1999
UMB Bank July 1990 - November 1995
Skills
Tax, Income Tax, GAAP, Internal Controls, Partnership Taxation, Tax Research, Tax Accounting, Tax Preparation, Accounting, CPA, Financial Accounting
Education
Baker University 1986 — 1990
Bachelor of Science, Accounting
Belton High School 1983 — 1986
Diploma, General
Yvonne Yap's CBIZ Experience September 2005 - October 2008
Job Finance Manager at TigerLogic Corporation
Industry Accounting
Experience
TigerLogic Corporation April 2014 - Present
Total Paper Services August 2012 - April 2014
The Resmark Companies May 2012 - August 2012
Simplicitea Creations, LLC January 2011 - December 2011
Windes & McClaughry November 2008 - November 2010
CBIZ September 2005 - October 2008
Skills
Auditing, Financial Statements, Inventory Management, Inventory Valuation, Cost Accounting, Accounting, Financial Reporting, US GAAP, Operating Budgets, Internal Controls, SAP, Fixed Assets, General Ledger, Revenue Recognition, Internal Audit, Financial Accounting, Financial Analysis, GAAP, Finance, Consolidation, Management, Sarbanes-Oxley Act
Education
Arizona State University, W. P. Carey School of Business 2004 — 2005
Master of Accountancy and Information Systems
Purdue University - Krannert School of Management 2001 — 2003
Taylor's College
TigerLogic Corporation April 2014 - Present
Total Paper Services August 2012 - April 2014
The Resmark Companies May 2012 - August 2012
Simplicitea Creations, LLC January 2011 - December 2011
Windes & McClaughry November 2008 - November 2010
CBIZ September 2005 - October 2008
Skills
Auditing, Financial Statements, Inventory Management, Inventory Valuation, Cost Accounting, Accounting, Financial Reporting, US GAAP, Operating Budgets, Internal Controls, SAP, Fixed Assets, General Ledger, Revenue Recognition, Internal Audit, Financial Accounting, Financial Analysis, GAAP, Finance, Consolidation, Management, Sarbanes-Oxley Act
Education
Arizona State University, W. P. Carey School of Business 2004 — 2005
Master of Accountancy and Information Systems
Purdue University - Krannert School of Management 2001 — 2003
Taylor's College
Doug Gwilliam, CHC's CBIZ Experience 1996 - January 2008
Job President, CBIZ Benefits California
Industry Financial Services
Experience
CBIZ Benefits June 2008 - Present
CBIZ 1996 - January 2008
The Grant Nelson Group June 1994 - January 1996
CoreSource November 1991 - June 1994
Managed Care Administrators - MCA July 1986 - November 1991
Coordinated Healthcare Systems September 1984 - June 1986
Scripps Clinic and Research Foundation September 1982 - August 1984
Skills
Employee Benefits, Strategic Planning, Insurance, Mergers, Health Insurance, 401k, Brokers, Retirement Planning, Disability Insurance, Property & Casualty..., Coaching, ERISA, Strategic Financial..., Benefits Administration, Investments, Executive Management, Healthcare, Risk Management, Defined Benefit, Workers Compensation, Retirement, Health Savings Accounts, Employee Relations, New Business Development, Process Improvement, Underwriting, Leadership, Team Building, Medicare, Human Resources, Mergers & Acquisitions, Marketing, COBRA, Accounting, HRIS, Long-term Care, Analysis, Budgets, Term Life Insurance, Small Business, Due Diligence, Dentistry, Financial Services, Commercial Insurance, Financial Analysis, Life Insurance, Executive Pay, Benefits Design, Retirement Plan...
Education
Purdue University - Krannert School of Management 1980 — 1982
Certified Health Consultant, Healthcare Financing
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1978 — 1980
Brigham Young University 1970 — 1976
Bachelor of Arts, English - Finance
CBIZ Benefits June 2008 - Present
CBIZ 1996 - January 2008
The Grant Nelson Group June 1994 - January 1996
CoreSource November 1991 - June 1994
Managed Care Administrators - MCA July 1986 - November 1991
Coordinated Healthcare Systems September 1984 - June 1986
Scripps Clinic and Research Foundation September 1982 - August 1984
Skills
Employee Benefits, Strategic Planning, Insurance, Mergers, Health Insurance, 401k, Brokers, Retirement Planning, Disability Insurance, Property & Casualty..., Coaching, ERISA, Strategic Financial..., Benefits Administration, Investments, Executive Management, Healthcare, Risk Management, Defined Benefit, Workers Compensation, Retirement, Health Savings Accounts, Employee Relations, New Business Development, Process Improvement, Underwriting, Leadership, Team Building, Medicare, Human Resources, Mergers & Acquisitions, Marketing, COBRA, Accounting, HRIS, Long-term Care, Analysis, Budgets, Term Life Insurance, Small Business, Due Diligence, Dentistry, Financial Services, Commercial Insurance, Financial Analysis, Life Insurance, Executive Pay, Benefits Design, Retirement Plan...
Education
Purdue University - Krannert School of Management 1980 — 1982
Certified Health Consultant, Healthcare Financing
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1978 — 1980
Brigham Young University 1970 — 1976
Bachelor of Arts, English - Finance
Josh Maxwell's CBIZ Experience November 2003 - August 2005
Job Partner Tax Attorney at Hone Maxwell LLP
Industry Law Practice
Experience
Hone Maxwell LLP June 2011 - Present
UC San Diego Extension June 2014 - August 2014
University of San Diego School of Law July 2011 - August 2013
KPMG January 2011 - June 2011
KPMG June 2007 - January 2011
Sempra Energy January 2007 - April 2007
CBIZ November 2003 - August 2005
Skills
Accounting, International Tax, Tax, Corporate Tax, Tax Law, CPA, Income Tax, Auditing, Tax Accounting, Litigation, Tax Advisory, Corporate Governance, Corporate Tax Planning, State Tax, Partnership Taxation, Tax Research, Due Diligence, Big 4, Cross-border..., US Tax, Tax Returns, US GAAP, FIN 48, Tax Preparation, Forensic Accounting, Appeals
Education
University of San Diego School of Law 2005 — 2008
JD, LLMT, Law, Tax
Arizona State University - W. P. Carey School of Business 2002 — 2003
MST, Tax
Syracuse University - Martin J. Whitman School of Management 1999 — 2002
BS, Accounting / Finance
Hone Maxwell LLP June 2011 - Present
UC San Diego Extension June 2014 - August 2014
University of San Diego School of Law July 2011 - August 2013
KPMG January 2011 - June 2011
KPMG June 2007 - January 2011
Sempra Energy January 2007 - April 2007
CBIZ November 2003 - August 2005
Skills
Accounting, International Tax, Tax, Corporate Tax, Tax Law, CPA, Income Tax, Auditing, Tax Accounting, Litigation, Tax Advisory, Corporate Governance, Corporate Tax Planning, State Tax, Partnership Taxation, Tax Research, Due Diligence, Big 4, Cross-border..., US Tax, Tax Returns, US GAAP, FIN 48, Tax Preparation, Forensic Accounting, Appeals
Education
University of San Diego School of Law 2005 — 2008
JD, LLMT, Law, Tax
Arizona State University - W. P. Carey School of Business 2002 — 2003
MST, Tax
Syracuse University - Martin J. Whitman School of Management 1999 — 2002
BS, Accounting / Finance
Will Spong's CBIZ Experience May 2015 - Present
Job Market Leader at CBIZ
Industry Insurance
Experience
CBIZ May 2015 - Present
Brown and Brown Insurance October 2008 - May 2015
The Hartford 2006 - 2008
Unum January 2001 - August 2006
Skills
Health Care Reform..., Ancillary Insurance..., Wellness Education, Disability Insurance, Employee Benefits, Dentistry, Health Insurance, Health Savings Accounts, Self-funded, Long-term Care, Term Life Insurance, Life Insurance, Underwriting, Insurance, Non-profit Volunteer, Organization Skills, Benefits Administration, Investments, COBRA, 401k, FMLA, Group Insurance, Health Care Reform, Group Medical, Flexible Spending..., Voluntary Employee..., Open Enrollment, Employee Wellness, Critical Illness, Sales, Brokers, Account Management
Education
Benedictine College 1999 — 2001
Bachelor of Arts (B.A.), Marketing
University of San Diego 1998 — 1999
Marketing
St. Mary's High School 1994 — 1997
High School
CBIZ May 2015 - Present
Brown and Brown Insurance October 2008 - May 2015
The Hartford 2006 - 2008
Unum January 2001 - August 2006
Skills
Health Care Reform..., Ancillary Insurance..., Wellness Education, Disability Insurance, Employee Benefits, Dentistry, Health Insurance, Health Savings Accounts, Self-funded, Long-term Care, Term Life Insurance, Life Insurance, Underwriting, Insurance, Non-profit Volunteer, Organization Skills, Benefits Administration, Investments, COBRA, 401k, FMLA, Group Insurance, Health Care Reform, Group Medical, Flexible Spending..., Voluntary Employee..., Open Enrollment, Employee Wellness, Critical Illness, Sales, Brokers, Account Management
Education
Benedictine College 1999 — 2001
Bachelor of Arts (B.A.), Marketing
University of San Diego 1998 — 1999
Marketing
St. Mary's High School 1994 — 1997
High School
Bill Pappa's CBIZ Experience 2009 - 2011
Job Strategic Planning/Corporate Development Manager at PetSmart
Industry Retail
Experience
PetSmart September 2014 - Present
PetSmart 2012 - September 2014
PetSmart 2011 - 2012
CBIZ 2009 - 2011
Encumbrance Inc September 2004 - August 2007
Ross University December 2002 - September 2004
Skills
Finance, Forecasting, Financial Modeling, Strategic Planning, Competitive Analysis, Cross-functional Team..., Supply Chain, Management, Strategy, Financial Analysis, Leadership, Project Management, Process Improvement, Analysis, Customer Service, Marketing Strategy, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Master of Business Administration (MBA), Real Estate, Finance
University of Virginia 2000 — 2002
B.S., Finance, Management, Marketing
PetSmart September 2014 - Present
PetSmart 2012 - September 2014
PetSmart 2011 - 2012
CBIZ 2009 - 2011
Encumbrance Inc September 2004 - August 2007
Ross University December 2002 - September 2004
Skills
Finance, Forecasting, Financial Modeling, Strategic Planning, Competitive Analysis, Cross-functional Team..., Supply Chain, Management, Strategy, Financial Analysis, Leadership, Project Management, Process Improvement, Analysis, Customer Service, Marketing Strategy, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Master of Business Administration (MBA), Real Estate, Finance
University of Virginia 2000 — 2002
B.S., Finance, Management, Marketing
Philip Massey's CBIZ Experience 1992 - 1993
Job Public Utility Auditor, College Professor
Industry Utilities
Experience
Biola University September 2006 - Present
Southern California Edison June 2004 - Present
Tenet Healthcare 2001 - 2004
Ameron International 1999 - 2001
M. F. Salta Company 1993 - 1997
CBIZ 1992 - 1993
Skills
Sarbanes-Oxley, Auditing, Non-profits, Cost Accounting, Finance, Financial Analysis, Accounting, Budgets, Analysis, Financial Reporting, Microsoft Excel, Financial Accounting, Internal Controls, Corporate Finance, Nonprofits, Financial Audits, Tax, Business Analysis, Microsoft Office, Cash Flow, GAAP, Forecasting, Account Reconciliation, Accounts Payable, Internal Audit, Leadership, Financial Statements, Sarbanes-Oxley Act, Business Process..., Managerial Finance, Financial Modeling, Strategic Financial...
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
Biola University 1988 — 1992
BS, Business: Accounting
Biola University Crowell School of Business 1988 — 1992
Bachelor of Science (B.S.), Accounting and Business/Management
La Mirada High School 1984 — 1988
Biola University September 2006 - Present
Southern California Edison June 2004 - Present
Tenet Healthcare 2001 - 2004
Ameron International 1999 - 2001
M. F. Salta Company 1993 - 1997
CBIZ 1992 - 1993
Skills
Sarbanes-Oxley, Auditing, Non-profits, Cost Accounting, Finance, Financial Analysis, Accounting, Budgets, Analysis, Financial Reporting, Microsoft Excel, Financial Accounting, Internal Controls, Corporate Finance, Nonprofits, Financial Audits, Tax, Business Analysis, Microsoft Office, Cash Flow, GAAP, Forecasting, Account Reconciliation, Accounts Payable, Internal Audit, Leadership, Financial Statements, Sarbanes-Oxley Act, Business Process..., Managerial Finance, Financial Modeling, Strategic Financial...
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
Biola University 1988 — 1992
BS, Business: Accounting
Biola University Crowell School of Business 1988 — 1992
Bachelor of Science (B.S.), Accounting and Business/Management
La Mirada High School 1984 — 1988
Jeff Rosenfeld's CBIZ Experience December 2006 - Present
Job VP Practice & Director of Business Development
Industry Accounting
Experience
CBIZ MHM, LLC 2007 - Present
CBIZ December 2006 - Present
CBIZ Human Capital Services 2006 - Present
CBIZ Accounting, Tax & Advisory Services 2006 - Present
Education
Boston University Questrom School of Business 1978 — 1982
CBIZ MHM, LLC 2007 - Present
CBIZ December 2006 - Present
CBIZ Human Capital Services 2006 - Present
CBIZ Accounting, Tax & Advisory Services 2006 - Present
Education
Boston University Questrom School of Business 1978 — 1982
Vaughn Hunsicker's CBIZ Experience September 1996 - March 2000
Job Service Director at TGaS Advisors
Industry Pharmaceuticals
Experience
TGaS Advisors August 2015 - Present
Merck February 2007 - July 2015
Merck January 2006 - January 2007
Merck July 2000 - December 2005
Aetna April 2000 - June 2000
CBIZ September 1996 - March 2000
Weiss & Associates, Inc. September 1995 - August 1996
Skills
Managed Care, Market Research, Pharmaceutical Industry, Oncology, Pharmaceutical Sales, Market Access, Diabetes, Therapeutic Areas, Marketing Research, Payer, Health Systems, Launch Products, Affordable Care Act, Health Insurance, Pricing Research, Pharmaceutical Research, Competitive Intelligence, Biotechnology, Cardiology, Rheumatology, Vaccines, Neurology, Product Launch, Market Analysis, Hospital Sales, Health Economics
Education
Bloomsburg University of Pennsylvania 1991 — 1995
Business Administration-Management
TGaS Advisors August 2015 - Present
Merck February 2007 - July 2015
Merck January 2006 - January 2007
Merck July 2000 - December 2005
Aetna April 2000 - June 2000
CBIZ September 1996 - March 2000
Weiss & Associates, Inc. September 1995 - August 1996
Skills
Managed Care, Market Research, Pharmaceutical Industry, Oncology, Pharmaceutical Sales, Market Access, Diabetes, Therapeutic Areas, Marketing Research, Payer, Health Systems, Launch Products, Affordable Care Act, Health Insurance, Pricing Research, Pharmaceutical Research, Competitive Intelligence, Biotechnology, Cardiology, Rheumatology, Vaccines, Neurology, Product Launch, Market Analysis, Hospital Sales, Health Economics
Education
Bloomsburg University of Pennsylvania 1991 — 1995
Business Administration-Management
Kasey Green's CBIZ Experience November 2006 - January 2008
Job Director of Transformation at Partners for Quality Health
Industry Hospital & Health Care
Experience
Partners for Quality Health June 2015 - Present
VillageMD March 2014 - June 2015
TransforMed November 2010 - February 2014
CBIZ November 2006 - January 2008
Devins Allergy Clinic June 2005 - April 2007
Skills
Healthcare, HIPAA, Process Improvement, Strategic Planning, Healthcare Management, Team Building, Organizational..., Healthcare Information..., Medical Billing, Practice Management, Change Management, Operations Management, Healthcare Consulting, Managed Care, Negotiation, Medical Practice..., Quality Patient Care, Population Health, Management, Medical Practice..., Leadership, Public Speaking, PCMH Implementation, Customer Service, Care Coordination
Education
Baker University 2006 — 2008
MBA, Business Administration and Management, General
Partners for Quality Health June 2015 - Present
VillageMD March 2014 - June 2015
TransforMed November 2010 - February 2014
CBIZ November 2006 - January 2008
Devins Allergy Clinic June 2005 - April 2007
Skills
Healthcare, HIPAA, Process Improvement, Strategic Planning, Healthcare Management, Team Building, Organizational..., Healthcare Information..., Medical Billing, Practice Management, Change Management, Operations Management, Healthcare Consulting, Managed Care, Negotiation, Medical Practice..., Quality Patient Care, Population Health, Management, Medical Practice..., Leadership, Public Speaking, PCMH Implementation, Customer Service, Care Coordination
Education
Baker University 2006 — 2008
MBA, Business Administration and Management, General
Maria Meyer's CBIZ Experience February 2008 - April 2009
Job Staff Accountant at AccuWeather
Industry Financial Services
Experience
AccuWeather May 2014 - Present
Worldwide Express November 2011 - Present
Pennsylvania Recreation and Park Society June 2011 - May 2014
St. Paul's United Methodist Church July 2009 - April 2012
CBIZ MHM, LLC September 2009 - April 2011
CBIZ February 2008 - April 2009
CoreTech Consulting Group July 2002 - February 2008
Chicago Title Insurance Company 1996 - July 2001
Skills
Accounting, Customer Service, QuickBooks, Leadership, Microsoft Office, Financial Reporting, General Ledger, Accounts Receivable, Payroll, Budgets
Education
Albright College 1988 — 1992
Bachelor of Arts, English/Communications
Villanova University
AccuWeather May 2014 - Present
Worldwide Express November 2011 - Present
Pennsylvania Recreation and Park Society June 2011 - May 2014
St. Paul's United Methodist Church July 2009 - April 2012
CBIZ MHM, LLC September 2009 - April 2011
CBIZ February 2008 - April 2009
CoreTech Consulting Group July 2002 - February 2008
Chicago Title Insurance Company 1996 - July 2001
Skills
Accounting, Customer Service, QuickBooks, Leadership, Microsoft Office, Financial Reporting, General Ledger, Accounts Receivable, Payroll, Budgets
Education
Albright College 1988 — 1992
Bachelor of Arts, English/Communications
Villanova University
Juli Lague's CBIZ Experience June 2001 - May 2007
Job Controller at Contemporary Management Concepts, LLLP
Industry Accounting
Experience
Contemporary Management Concepts, LLLP October 2012 - Present
Butler Enterprises September 2008 - October 2012
Bosshardt Realty Services, Inc. June 2007 - September 2008
CBIZ June 2001 - May 2007
Skills
Accounting, Real Estate, Asset Managment, Property Management, Real Estate Development, Brokerage, Financial Reporting, Financial Analysis, Home
Education
Auburn University
Bachelor of Science, Accounting
Miami Dade College
Contemporary Management Concepts, LLLP October 2012 - Present
Butler Enterprises September 2008 - October 2012
Bosshardt Realty Services, Inc. June 2007 - September 2008
CBIZ June 2001 - May 2007
Skills
Accounting, Real Estate, Asset Managment, Property Management, Real Estate Development, Brokerage, Financial Reporting, Financial Analysis, Home
Education
Auburn University
Bachelor of Science, Accounting
Miami Dade College
Kevin Schmitt, CPA's CBIZ Experience November 2011 - May 2013
Job Internal Auditor at Westar Energy
Industry Accounting
Experience
Westar Energy June 2014 - Present
Westar Energy August 2013 - June 2014
CBIZ November 2011 - May 2013
Mize, Houser & Company, P.A. June 2010 - November 2011
BDO Seidman September 2007 - June 2010
Skills
GAAP, US GAAP, Internal Controls, SEC filings, Auditing, Financial Reporting, Accounting, External Audit, Financial Accounting, Assurance, General Ledger, Finance, Sarbanes-Oxley Act, Financial Statements, Revenue Recognition, Consolidation, Financial Analysis, Variance Analysis, QuickBooks, SOX 404, Accounts Payable, Accounts Receivable, Sarbanes-Oxley, Journal Entries, Consolidated Financial..., Accruals, Financial Audits, Internal Audit, Public Companies, PeopleSoft, COSO, Audits of Employee..., 10Q, Fixed Assets, Cash Flow, Bank Reconciliation, 10K, Enterprise Risk..., Financial Statement..., Financial Statement..., Process Improvement, Construction Accounting, CPA, Microsoft Excel, SEC Filings, Income Tax, Tax
Education
Baker University 2003 — 2007
B.S., Accounting
Westar Energy June 2014 - Present
Westar Energy August 2013 - June 2014
CBIZ November 2011 - May 2013
Mize, Houser & Company, P.A. June 2010 - November 2011
BDO Seidman September 2007 - June 2010
Skills
GAAP, US GAAP, Internal Controls, SEC filings, Auditing, Financial Reporting, Accounting, External Audit, Financial Accounting, Assurance, General Ledger, Finance, Sarbanes-Oxley Act, Financial Statements, Revenue Recognition, Consolidation, Financial Analysis, Variance Analysis, QuickBooks, SOX 404, Accounts Payable, Accounts Receivable, Sarbanes-Oxley, Journal Entries, Consolidated Financial..., Accruals, Financial Audits, Internal Audit, Public Companies, PeopleSoft, COSO, Audits of Employee..., 10Q, Fixed Assets, Cash Flow, Bank Reconciliation, 10K, Enterprise Risk..., Financial Statement..., Financial Statement..., Process Improvement, Construction Accounting, CPA, Microsoft Excel, SEC Filings, Income Tax, Tax
Education
Baker University 2003 — 2007
B.S., Accounting
Janet Korman's CBIZ Experience April 2004 - August 2012
Job Experienced Corporate Finance Professional
Industry Financial Services
Experience
Oracle November 2013 - Present
GALLO (company was sold) March 2013 - September 2013
Patina Solutions October 2012 - March 2013
CBIZ April 2004 - August 2012
CBIZ January 2000 - April 2004
IHDG, Inc. July 1997 - December 1999
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Finance, Accounting, Variance Analysis, Budgets, Microsoft Excel, Management, Business Strategy, Financial Statements, Business Process..., Professional Services, Analysis, Trend Analysis, Process Improvement, Process Control, KPI Implementation, Performance Metrics, Financial Systems..., Financial Planning, System Testing, SaaS, Cloud Applications, Process Management, Corporate Finance, Revenue Recognition, Oracle Applications, Oracle Reports, Business Objects, Cash Flow Forecasting, Ad Hoc Reporting, US GAAP, Consolidation, Budget Management, Leadership, Business Intelligence, Strategic Partnerships, Strategic Planning, Cross-functional Team..., Internal Controls
Education
Baldwin Wallace University
Brecksville
Oracle November 2013 - Present
GALLO (company was sold) March 2013 - September 2013
Patina Solutions October 2012 - March 2013
CBIZ April 2004 - August 2012
CBIZ January 2000 - April 2004
IHDG, Inc. July 1997 - December 1999
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Finance, Accounting, Variance Analysis, Budgets, Microsoft Excel, Management, Business Strategy, Financial Statements, Business Process..., Professional Services, Analysis, Trend Analysis, Process Improvement, Process Control, KPI Implementation, Performance Metrics, Financial Systems..., Financial Planning, System Testing, SaaS, Cloud Applications, Process Management, Corporate Finance, Revenue Recognition, Oracle Applications, Oracle Reports, Business Objects, Cash Flow Forecasting, Ad Hoc Reporting, US GAAP, Consolidation, Budget Management, Leadership, Business Intelligence, Strategic Partnerships, Strategic Planning, Cross-functional Team..., Internal Controls
Education
Baldwin Wallace University
Brecksville
Cindy Wiscombe's CBIZ Experience June 2006 - Present
Job Business Project Manager at CBIZ
Industry Information Technology and Services
Experience
CBIZ June 2006 - Present
CBIZ 1988 - 2005
Education
Avila University 1998 — 2002
BSBA, Acctg, Business Management
CBIZ June 2006 - Present
CBIZ 1988 - 2005
Education
Avila University 1998 — 2002
BSBA, Acctg, Business Management
Todd Slutz's CBIZ Experience August 2008 - May 2011
Job Tax Manager/ CPA at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC January 2012 - Present
CBIZ MHM, LLC June 2011 - December 2011
CBIZ August 2008 - May 2011
CBIZ January 2007 - July 2008
Skills
CPA, Tax, Accounting, Financial Reporting, Financial Accounting, Corporate Tax, Income Tax, Financial Analysis, GAAP, Internal Controls, Auditing, Tax Accounting
Education
The University of Akron 2008 — 2013
Master of Tax
Ashland University 2002 — 2006
BSBA, Accounting/ Business Management
CBIZ MHM, LLC January 2012 - Present
CBIZ MHM, LLC June 2011 - December 2011
CBIZ August 2008 - May 2011
CBIZ January 2007 - July 2008
Skills
CPA, Tax, Accounting, Financial Reporting, Financial Accounting, Corporate Tax, Income Tax, Financial Analysis, GAAP, Internal Controls, Auditing, Tax Accounting
Education
The University of Akron 2008 — 2013
Master of Tax
Ashland University 2002 — 2006
BSBA, Accounting/ Business Management
Ann Spletstoser's CBIZ Experience December 2014 - Present
Job Senior Account Manager at CBIZ
Industry Management Consulting
Experience
CBIZ December 2014 - Present
John Knox Village February 2012 - December 2014
John Knox Village January 2011 - February 2012
John Knox Village September 2008 - January 2011
Erickson Retirement Communities 2007 - 2008
John Knox Village December 2005 - July 2007
Rockwell Automation March 2004 - February 2005
Tekgraf Corporation September 2002 - November 2003
stay at home mom 1999 - 2002
Mitsubishi Electric February 1998 - March 1999
Skills
Employee Relations, Recruiting, Onboarding, HRIS, Organizational..., Employee Benefits, Benefits Administration, Budgets, Deferred Compensation, Human Resources, Leadership Development, Succession Planning, Talent Acquisition, Training
Education
Augsburg College 1989 — 1993
BA, Communications
CBIZ December 2014 - Present
John Knox Village February 2012 - December 2014
John Knox Village January 2011 - February 2012
John Knox Village September 2008 - January 2011
Erickson Retirement Communities 2007 - 2008
John Knox Village December 2005 - July 2007
Rockwell Automation March 2004 - February 2005
Tekgraf Corporation September 2002 - November 2003
stay at home mom 1999 - 2002
Mitsubishi Electric February 1998 - March 1999
Skills
Employee Relations, Recruiting, Onboarding, HRIS, Organizational..., Employee Benefits, Benefits Administration, Budgets, Deferred Compensation, Human Resources, Leadership Development, Succession Planning, Talent Acquisition, Training
Education
Augsburg College 1989 — 1993
BA, Communications
Bill Cantrell's CBIZ Experience January 2004 - March 2007
Job Principal at OnPoint Financial Strategies LLC
Industry Financial Services
Experience
OnPoint Financial Strategies LLC August 2010 - Present
WillIam H Cantrell January 2010 - October 2011
Home Instead Senior Care May 2006 - December 2009
CBIZ January 2004 - March 2007
Hantz Financial June 1999 - January 2004
American Express Financial Advisors November 1989 - June 1999
National City Bank June 1972 - November 1987
Skills
Estate Planning, Long-term Care, Retirement Planning, Retirement, Investments, Strategic Financial..., Small Business, Insurance, Strategic Planning, Employee Benefits, Succession Planning, Financial Advisory, Coaching, Tax, Wealth, Financial Planners, Entrepreneurship, 401k, Management, Wealth Management..., Mutual Funds, Finance, Tax Preparation, Trusts, Wealth Management, Business Planning, Estate Tax Planning, Mergers & Acquisitions, Financial Planning, Executive Management, Life Insurance
Education
Heidelberg University 1999 — 1999
ACCOUNTING
American University 1970 — 1972
MBA FINANCE STUDY
Purdue University 1964 — 1969
BSIM, Industrial Economics
OnPoint Financial Strategies LLC August 2010 - Present
WillIam H Cantrell January 2010 - October 2011
Home Instead Senior Care May 2006 - December 2009
CBIZ January 2004 - March 2007
Hantz Financial June 1999 - January 2004
American Express Financial Advisors November 1989 - June 1999
National City Bank June 1972 - November 1987
Skills
Estate Planning, Long-term Care, Retirement Planning, Retirement, Investments, Strategic Financial..., Small Business, Insurance, Strategic Planning, Employee Benefits, Succession Planning, Financial Advisory, Coaching, Tax, Wealth, Financial Planners, Entrepreneurship, 401k, Management, Wealth Management..., Mutual Funds, Finance, Tax Preparation, Trusts, Wealth Management, Business Planning, Estate Tax Planning, Mergers & Acquisitions, Financial Planning, Executive Management, Life Insurance
Education
Heidelberg University 1999 — 1999
ACCOUNTING
American University 1970 — 1972
MBA FINANCE STUDY
Purdue University 1964 — 1969
BSIM, Industrial Economics
Teresa Burton's CBIZ Experience October 2001 - February 2011
Job Tax Administrative Assistant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC February 2011 - Present
CBIZ October 2001 - February 2011
Target 1996 - 2000
Skills
Nonprofits, Tax, Accounting, Leadership, Bookkeeping, Time Management, GAAP, CPA, US GAAP, Auditing, Internal Controls, SEC filings
Education
Brigham Young University 1989 — 1991
Unity High School 1979 — 1982
CBIZ MHM, LLC February 2011 - Present
CBIZ October 2001 - February 2011
Target 1996 - 2000
Skills
Nonprofits, Tax, Accounting, Leadership, Bookkeeping, Time Management, GAAP, CPA, US GAAP, Auditing, Internal Controls, SEC filings
Education
Brigham Young University 1989 — 1991
Unity High School 1979 — 1982
Robert Bailey, CPA's CBIZ Experience January 2006 - May 2010
Job Tax Manager at Barry and Moore, P.C.
Industry Accounting
Experience
Barry and Moore, P.C. January 2013 - Present
Deloitte May 2010 - December 2012
CBIZ January 2006 - May 2010
Gaughan & Nahom, PLC January 2004 - January 2006
Skills
Account Reconciliation, Accounting, Auditing, CPA, Corporate Tax, Financial Accounting, Financial Analysis, GAAP, General Ledger, Income Tax, Real Estate, S Corporations, SEC filings, State Tax, Tax, Tax Accounting, Tax Preparation, Tax Research, Tax Returns, US GAAP
Education
Arizona State University - W. P. Carey School of Business 2000 — 2004
Masters, Accountancy, Taxation
Barry and Moore, P.C. January 2013 - Present
Deloitte May 2010 - December 2012
CBIZ January 2006 - May 2010
Gaughan & Nahom, PLC January 2004 - January 2006
Skills
Account Reconciliation, Accounting, Auditing, CPA, Corporate Tax, Financial Accounting, Financial Analysis, GAAP, General Ledger, Income Tax, Real Estate, S Corporations, SEC filings, State Tax, Tax, Tax Accounting, Tax Preparation, Tax Research, Tax Returns, US GAAP
Education
Arizona State University - W. P. Carey School of Business 2000 — 2004
Masters, Accountancy, Taxation
Amanda Laubach's CBIZ Experience November 1999 - Present
Job Senior Human Resources Consultant
Industry Human Resources
Experience
CBIZ November 1999 - Present
Education
Arcadia University
B.A., Psychology
CBIZ November 1999 - Present
Education
Arcadia University
B.A., Psychology
Dana Lyons, PHR's CBIZ Experience May 2012 - Present
Job Account Executive at CBIZ
Industry Human Resources
Experience
CBIZ May 2012 - Present
CBIZ B & I September 2007 - Present
RSM EquiCo November 2006 - May 2007
GE Engine Services 1988 - 2003
Skills
Benefits Administration, Employee Relations, Talent Management, Employee Benefits, Human Resources, HRIS, Strategic Planning, FMLA, Leadership, Onboarding, Performance Management, Management, Process Improvement, Recruiting, Employee Engagement, Succession Planning, Talent Acquisition, Personnel Management, Organizational..., Deferred Compensation, New Hire Orientations, Applicant Tracking..., Organizational Design, Job Descriptions, Hiring, HR Consulting, Payroll, College Recruiting, Temporary Placement, Workers Compensation, Interviews, Technical Recruiting
Education
Barry University 1997 — 2000
HR Management, Human Resources
CBIZ May 2012 - Present
CBIZ B & I September 2007 - Present
RSM EquiCo November 2006 - May 2007
GE Engine Services 1988 - 2003
Skills
Benefits Administration, Employee Relations, Talent Management, Employee Benefits, Human Resources, HRIS, Strategic Planning, FMLA, Leadership, Onboarding, Performance Management, Management, Process Improvement, Recruiting, Employee Engagement, Succession Planning, Talent Acquisition, Personnel Management, Organizational..., Deferred Compensation, New Hire Orientations, Applicant Tracking..., Organizational Design, Job Descriptions, Hiring, HR Consulting, Payroll, College Recruiting, Temporary Placement, Workers Compensation, Interviews, Technical Recruiting
Education
Barry University 1997 — 2000
HR Management, Human Resources
Joseph Abicca's CBIZ Experience 2001 - 2005
Job Strategic Business Advisor Chief of Staff.com CFO CPA CGMA LLIF FLMI Road Warrior
Industry Accounting
Experience
Chiefofstaff.com September 2013 - Present
CFO Services & Consulting 2007 - Present
Consulting Insurance CFO 2005 - 2013
CBIZ 2001 - 2005
MetLife 1988 - 2001
Mutual Benefit Life Insurance Company 1983 - 1988
Beecham International 1981 - 1983
Skills
Finance, Financial Services, Internal Audit, Tax, Risk Management, Start-ups, Due Diligence, Strategic Planning, Banking, US GAAP, Management, Budgets, Forecasting, Corporate Finance, Process Improvement, Cash Management, Management Consulting, Cash Flow, General Ledger, Strategic Leadership, Organizational..., Executive-level..., Corporate Real Estate, Corporate Investment...
Education
Babson College 1992 — 1996
Designation of LIMRA Leadership Institute Fellow, LIMRA Leadership Institute
Stonehill College 1977 — 1981
BS in Business Administration, Accounting
Chiefofstaff.com September 2013 - Present
CFO Services & Consulting 2007 - Present
Consulting Insurance CFO 2005 - 2013
CBIZ 2001 - 2005
MetLife 1988 - 2001
Mutual Benefit Life Insurance Company 1983 - 1988
Beecham International 1981 - 1983
Skills
Finance, Financial Services, Internal Audit, Tax, Risk Management, Start-ups, Due Diligence, Strategic Planning, Banking, US GAAP, Management, Budgets, Forecasting, Corporate Finance, Process Improvement, Cash Management, Management Consulting, Cash Flow, General Ledger, Strategic Leadership, Organizational..., Executive-level..., Corporate Real Estate, Corporate Investment...
Education
Babson College 1992 — 1996
Designation of LIMRA Leadership Institute Fellow, LIMRA Leadership Institute
Stonehill College 1977 — 1981
BS in Business Administration, Accounting
Shelly Jurmain's CBIZ Experience September 2014 - Present
Job Benefits Analyst
Industry Nonprofit Organization Management
Experience
CBIZ September 2014 - Present
Humane Society of Southern Arizona July 2009 - August 2014
Humane Society of Southern Arizona June 2007 - June 2009
University of Arizona 1982 - 2006
Skills
Non-profits, Team Building, Public Speaking, Budgets, Fundraising, The Circle Way, Nonprofits, Strategic Planning, Event Planning, Newsletters, Teaching, Community Outreach, Grant Writing, Volunteer Management, Public Relations, Social Media, Program Development, Research, Program Management, Editing, Philanthropy
Education
University of Michigan
BS, Mathematics
Alma College
University of Arizona
Masters of Accounting Program
CBIZ September 2014 - Present
Humane Society of Southern Arizona July 2009 - August 2014
Humane Society of Southern Arizona June 2007 - June 2009
University of Arizona 1982 - 2006
Skills
Non-profits, Team Building, Public Speaking, Budgets, Fundraising, The Circle Way, Nonprofits, Strategic Planning, Event Planning, Newsletters, Teaching, Community Outreach, Grant Writing, Volunteer Management, Public Relations, Social Media, Program Development, Research, Program Management, Editing, Philanthropy
Education
University of Michigan
BS, Mathematics
Alma College
University of Arizona
Masters of Accounting Program
Jordan Graves's CBIZ Experience February 2010 - September 2014
Job Forensic Accountant/ Business Valuation
Industry Accounting
Experience
Pacific Business Valuation, LLC October 2014 - July 2015
CBIZ February 2010 - September 2014
Brigham Young University - Hawaii October 2007 - March 2010
Best Buy May 2005 - May 2006
Pacific Media Properties August 2004 - April 2005
Skills
Accounting, Excel, Valuation, Financial Forensic..., Financial Analysis, Tax, Microsoft Excel, Analysis, Business Valuation, CPA, Financial Accounting, Finance, Accounts Receivable, GAAP, US GAAP, Auditing, Internal Controls
Education
Brigham Young University - Hawaii 2007 — 2009
BS, Accounting, International Business Management
Brigham Young University 2005 — 2007
General Studies
Pacific Business Valuation, LLC October 2014 - July 2015
CBIZ February 2010 - September 2014
Brigham Young University - Hawaii October 2007 - March 2010
Best Buy May 2005 - May 2006
Pacific Media Properties August 2004 - April 2005
Skills
Accounting, Excel, Valuation, Financial Forensic..., Financial Analysis, Tax, Microsoft Excel, Analysis, Business Valuation, CPA, Financial Accounting, Finance, Accounts Receivable, GAAP, US GAAP, Auditing, Internal Controls
Education
Brigham Young University - Hawaii 2007 — 2009
BS, Accounting, International Business Management
Brigham Young University 2005 — 2007
General Studies
Michael Loden's CBIZ Experience 1998 - 2001
Job Sales Vice President at Capitas Financial
Industry Insurance
Experience
Capitas Financial April 2010 - Present
Crump Life Insurance Services 2006 - 2009
Gallagher Benefit Services 2001 - 2006
CBIZ 1998 - 2001
B.L.U. Benefits Group Inc. 1990 - 1998
Skills
Insurance, Sales Management, New Business Development, Estate Planning, Employee Benefits, Strategic Planning, Underwriting, Retirement Planning, Insurance Planning, Financial Planners, Disability Insurance, Long-term Care, Life Insurance, Term Life Insurance, Retirement, Long Term Care Insurance, Universal Life, Series 6, 401k, Fixed Annuities, Health Insurance, Series 63, Wealth Management, Mutual Funds, Series 7, Brokers, Whole Life, Strategic Financial..., IRAs, Variable Annuities, Investments, Asset Allocation, Series 65, Wealth, Financial Planning
Education
Bradley University
BS, Business Management Finance
Capitas Financial April 2010 - Present
Crump Life Insurance Services 2006 - 2009
Gallagher Benefit Services 2001 - 2006
CBIZ 1998 - 2001
B.L.U. Benefits Group Inc. 1990 - 1998
Skills
Insurance, Sales Management, New Business Development, Estate Planning, Employee Benefits, Strategic Planning, Underwriting, Retirement Planning, Insurance Planning, Financial Planners, Disability Insurance, Long-term Care, Life Insurance, Term Life Insurance, Retirement, Long Term Care Insurance, Universal Life, Series 6, 401k, Fixed Annuities, Health Insurance, Series 63, Wealth Management, Mutual Funds, Series 7, Brokers, Whole Life, Strategic Financial..., IRAs, Variable Annuities, Investments, Asset Allocation, Series 65, Wealth, Financial Planning
Education
Bradley University
BS, Business Management Finance
Brian Baumler, MSIM, CPCU, ARM, AIS's CBIZ Experience January 2011 - January 2015
Job Senior Loss Control Manager
Industry Insurance
Experience
CBIZ January 2011 - January 2015
Genesis Consolidated Services March 2010 - January 2011
Liberty Mutual Group April 2008 - February 2010
The Hartford January 2007 - April 2008
Skills
Employee Benefits, Risk Management, Property & Casualty..., Insurance, Workers Compensation, Process Improvement, Underwriting, Strategic Planning, Management, Enterprise Risk..., Analysis, Auditing, Leadership, Risk Assessment, Training, Financial Analysis, Management Consulting, Consulting
Education
Boston University 2011 — 2013
Master of Science (M.S.), Insurance & Risk Management
Bentley University 2003 — 2007
Bachelors, Marketing/Management
AHS
AHS
AHS
CBIZ January 2011 - January 2015
Genesis Consolidated Services March 2010 - January 2011
Liberty Mutual Group April 2008 - February 2010
The Hartford January 2007 - April 2008
Skills
Employee Benefits, Risk Management, Property & Casualty..., Insurance, Workers Compensation, Process Improvement, Underwriting, Strategic Planning, Management, Enterprise Risk..., Analysis, Auditing, Leadership, Risk Assessment, Training, Financial Analysis, Management Consulting, Consulting
Education
Boston University 2011 — 2013
Master of Science (M.S.), Insurance & Risk Management
Bentley University 2003 — 2007
Bachelors, Marketing/Management
AHS
AHS
AHS
Laura Weeks's CBIZ Experience April 2008 - Present
Job Account Executive at CBIZ
Industry Insurance
Experience
CBIZ April 2008 - Present
Lockton Companies October 1995 - March 2008
Lockton Companies September 1995 - March 2007
Skills
New Business Development, Commercial Insurance, Insurance, Property & Casualty..., Workers Compensation, Liability, Marketing, Casualty, General Insurance, Excess, Account Management
Education
Baker University 1995 — 1998
BSM, Management
Baker University
Bachelor of Science of Management
CBIZ April 2008 - Present
Lockton Companies October 1995 - March 2008
Lockton Companies September 1995 - March 2007
Skills
New Business Development, Commercial Insurance, Insurance, Property & Casualty..., Workers Compensation, Liability, Marketing, Casualty, General Insurance, Excess, Account Management
Education
Baker University 1995 — 1998
BSM, Management
Baker University
Bachelor of Science of Management
Michael Munson, CPA's CBIZ Experience 2004 - 2005
Job Controller at Harvard Investments
Industry Real Estate
Experience
Harvard Investments June 2015 - Present
Colony American Homes August 2013 - April 2015
Colony American Homes September 2012 - July 2013
ON Semiconductor April 2008 - August 2012
Cole Capital January 2007 - April 2008
CBIZ 2004 - 2005
Deloitte October 2002 - March 2004
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Accounting, SEC filings, Cost Accounting, Accounting, Financial Analysis, General Ledger, US GAAP, Revenue Recognition, Financial Modeling, Consolidation, Hyperion Enterprise, GAAP, Tax, Sarbanes-Oxley, Account Reconciliation, Internal Controls, Strategic Financial..., CPA, Financial Statements, SEC Filings, Variance Analysis
Education
Arizona State University 2004 — 2006
Certificate in Accountancy
University of San Francisco 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Brophy College Preperatory
Harvard Investments June 2015 - Present
Colony American Homes August 2013 - April 2015
Colony American Homes September 2012 - July 2013
ON Semiconductor April 2008 - August 2012
Cole Capital January 2007 - April 2008
CBIZ 2004 - 2005
Deloitte October 2002 - March 2004
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Accounting, SEC filings, Cost Accounting, Accounting, Financial Analysis, General Ledger, US GAAP, Revenue Recognition, Financial Modeling, Consolidation, Hyperion Enterprise, GAAP, Tax, Sarbanes-Oxley, Account Reconciliation, Internal Controls, Strategic Financial..., CPA, Financial Statements, SEC Filings, Variance Analysis
Education
Arizona State University 2004 — 2006
Certificate in Accountancy
University of San Francisco 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Brophy College Preperatory
Kevin Earley's CBIZ Experience June 2005 - December 2006
Job Marketing Representative at Medaus Pharmacy
Industry Marketing and Advertising
Experience
Medaus Pharmacy January 2007 - Present
CBIZ June 2005 - December 2006
Skills
Marketing, Healthcare, Management, Customer Service, Account Management, Managed Care, Strategic Planning, Team Building, Social Networking, Leadership, Hospitals, Healthcare Management, Data Analysis, Process Improvement, HIPAA
Education
Auburn University 2000 — 2005
Health Administration, Health Administration / Biomedical Sciences
Medaus Pharmacy January 2007 - Present
CBIZ June 2005 - December 2006
Skills
Marketing, Healthcare, Management, Customer Service, Account Management, Managed Care, Strategic Planning, Team Building, Social Networking, Leadership, Hospitals, Healthcare Management, Data Analysis, Process Improvement, HIPAA
Education
Auburn University 2000 — 2005
Health Administration, Health Administration / Biomedical Sciences
Candace Jones's CBIZ Experience May 2008 - August 2008
Job Manager
Industry Accounting
Experience
KPMG 2011 - Present
Financial Accounting Standards Board January 2010 - December 2010
Brigham Young University April 2009 - December 2009
CBIZ May 2008 - August 2008
Skills
Accounting, IFRS, Consolidation, US GAAP, Financial Accounting, Leases, Revenue Recognition, Financial Statements
Education
Brigham Young University 2008 — 2009
Masters of Accountancy, Accounting
Brigham Young University - Idaho 2004 — 2008
BS, Accounting
KPMG 2011 - Present
Financial Accounting Standards Board January 2010 - December 2010
Brigham Young University April 2009 - December 2009
CBIZ May 2008 - August 2008
Skills
Accounting, IFRS, Consolidation, US GAAP, Financial Accounting, Leases, Revenue Recognition, Financial Statements
Education
Brigham Young University 2008 — 2009
Masters of Accountancy, Accounting
Brigham Young University - Idaho 2004 — 2008
BS, Accounting
Angelia Green, PHR's CBIZ Experience 2000 - 2008
Job Affirmative Action Professional at US Foods, Inc
Industry Wholesale
Experience
US Foods, Inc 2011 - Present
Zurich in North America 2008 - 2011
CBIZ 2000 - 2008
Skills
Affirmative Action, Personnel Management, Affirmative Action..., OFCCP, Human Resources, EEO, Employee Training, Workforce Planning, Succession Planning, Talent Management
Education
Baker University
M.S., Management
Oklahoma State University
Business Administration and Management, General
US Foods, Inc 2011 - Present
Zurich in North America 2008 - 2011
CBIZ 2000 - 2008
Skills
Affirmative Action, Personnel Management, Affirmative Action..., OFCCP, Human Resources, EEO, Employee Training, Workforce Planning, Succession Planning, Talent Management
Education
Baker University
M.S., Management
Oklahoma State University
Business Administration and Management, General
Roja Gogineni's CBIZ Experience December 2000 - March 2007
Job
Industry Information Technology and Services
Experience
AST Corporation April 2014 - Present
AST Corporation October 2012 - March 2014
Johnson County November 2011 - September 2012
Johnson County March 2007 - November 2011
CBIZ December 2000 - March 2007
Skills
Oracle Applications, Oracle Financial, Oracle R12 Financials, Oracle Forms, Oracle Report Builder, BI Publisher, Oracle PL/SQL..., Oracle workflow, Oracle Application..., Oracle Discoverer, Database Design, Software Development, Oracle E-Business Suite, Disaster Recovery, PL/SQL
Education
Acharya Nagarjuna University 1995 — 1998
MCA
Acharya Nagarjuna University 1992 — 1995
B.SC.
AST Corporation April 2014 - Present
AST Corporation October 2012 - March 2014
Johnson County November 2011 - September 2012
Johnson County March 2007 - November 2011
CBIZ December 2000 - March 2007
Skills
Oracle Applications, Oracle Financial, Oracle R12 Financials, Oracle Forms, Oracle Report Builder, BI Publisher, Oracle PL/SQL..., Oracle workflow, Oracle Application..., Oracle Discoverer, Database Design, Software Development, Oracle E-Business Suite, Disaster Recovery, PL/SQL
Education
Acharya Nagarjuna University 1995 — 1998
MCA
Acharya Nagarjuna University 1992 — 1995
B.SC.
Linsey Gregory's CBIZ Experience February 2012 - May 2013
Job Director of Managed Care at The University of Kansas Hospital
Industry Hospital & Health Care
Experience
The University of Kansas Hospital May 2013 - Present
CBIZ February 2012 - May 2013
HCA Physician Services October 2007 - February 2012
University of Kansas Physicians Inc August 2004 - October 2007
University of Kansas Medical Center November 2001 - August 2004
Skills
Healthcare Management, Revenue Cycle, Hospitals, Healthcare, Medicine, Managed Care, Healthcare Information..., Physicians, Practice Management, Healthcare Consulting
Education
Baker University 2007 — 2008
MBA
Columbia College 1998 — 2000
BA, Business, Accounting, and Mgmt
The University of Kansas Hospital May 2013 - Present
CBIZ February 2012 - May 2013
HCA Physician Services October 2007 - February 2012
University of Kansas Physicians Inc August 2004 - October 2007
University of Kansas Medical Center November 2001 - August 2004
Skills
Healthcare Management, Revenue Cycle, Hospitals, Healthcare, Medicine, Managed Care, Healthcare Information..., Physicians, Practice Management, Healthcare Consulting
Education
Baker University 2007 — 2008
MBA
Columbia College 1998 — 2000
BA, Business, Accounting, and Mgmt
Barret Pinto's CBIZ Experience August 2011 - July 2012
Job Tax Manager at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias August 2012 - Present
CBIZ August 2011 - July 2012
CBIZ Tofias & Mayer Hoffman McCann August 2010 - July 2011
CBIZ Tofias January 2007 - July 2010
Skills
Income Tax, Tax, Tax Research, Tax Preparation, Corporate Tax, Tax Accounting
Education
Bryant University 2008 — 2011
Master of Science (M.S.), Taxation
Bridgewater State University 2004 — 2007
BS, Accounting
CBIZ Tofias August 2012 - Present
CBIZ August 2011 - July 2012
CBIZ Tofias & Mayer Hoffman McCann August 2010 - July 2011
CBIZ Tofias January 2007 - July 2010
Skills
Income Tax, Tax, Tax Research, Tax Preparation, Corporate Tax, Tax Accounting
Education
Bryant University 2008 — 2011
Master of Science (M.S.), Taxation
Bridgewater State University 2004 — 2007
BS, Accounting
Fortin Kate's CBIZ Experience December 2007 - April 2013
Job Licensed Massage Therapist at The Best Body Co
Industry Arts and Crafts
Experience
The Best Body Co December 2013 - Present
Kate's Paint 2010 - Present
CBIZ December 2007 - April 2013
A.C. Moore March 2005 - December 2007
Skills
Visual Arts, Logo Design, Fine Art, Sculpture, Art, Acrylic Painting, Painting, Photography, Dreamweaver, Graphic Design, Mac, Adobe Creative Suite, Contemporary Art, Oil Painting, Digital Illustration, Craft, Drawing, Illustrator, Character Animation, Adobe Acrobat, Illustration, Brochures, Screen Printing, Interior Design, Design, Deep Tissue Massage, Chair Massage, Therapeutic Massage, Holistic Massage, Public Speaking
Education
Cayce Reilly School of Massotherapy 2013 — 2013
Licensed Massage Therapist, Massage Therapy/Therapeutic Massage
Frederick Community College 2005 — 2007
Associate's degree, General Studies
The Best Body Co December 2013 - Present
Kate's Paint 2010 - Present
CBIZ December 2007 - April 2013
A.C. Moore March 2005 - December 2007
Skills
Visual Arts, Logo Design, Fine Art, Sculpture, Art, Acrylic Painting, Painting, Photography, Dreamweaver, Graphic Design, Mac, Adobe Creative Suite, Contemporary Art, Oil Painting, Digital Illustration, Craft, Drawing, Illustrator, Character Animation, Adobe Acrobat, Illustration, Brochures, Screen Printing, Interior Design, Design, Deep Tissue Massage, Chair Massage, Therapeutic Massage, Holistic Massage, Public Speaking
Education
Cayce Reilly School of Massotherapy 2013 — 2013
Licensed Massage Therapist, Massage Therapy/Therapeutic Massage
Frederick Community College 2005 — 2007
Associate's degree, General Studies
Rob Basnett's CBIZ Experience May 2003 - Present
Job Lead Developer at CBIZ
Industry Information Technology and Services
Experience
CBIZ May 2003 - Present
Intersoft Development, Inc. 2001 - 2003
Skills
SaaS, SQL, Salesforce.com, Solution Architecture, Microsoft SQL Server, Integration, Business Development, Management, Software Implementation, Business Intelligence, Web Services, Databases, Software Development, Strategic Planning, Business Process..., Professional Services, Business Process, VB.Net, Business Workflows, Object Oriented Design, Statistica, Statistical Software, Statistical Modeling
Education
Penn State University 2014 — 2017
Graduate Statistics
Baldwin Wallace University 1993 — 1997
Bachelor of Science (BS), Chemistry, Mathematics
CBIZ May 2003 - Present
Intersoft Development, Inc. 2001 - 2003
Skills
SaaS, SQL, Salesforce.com, Solution Architecture, Microsoft SQL Server, Integration, Business Development, Management, Software Implementation, Business Intelligence, Web Services, Databases, Software Development, Strategic Planning, Business Process..., Professional Services, Business Process, VB.Net, Business Workflows, Object Oriented Design, Statistica, Statistical Software, Statistical Modeling
Education
Penn State University 2014 — 2017
Graduate Statistics
Baldwin Wallace University 1993 — 1997
Bachelor of Science (BS), Chemistry, Mathematics
April Zusman's CBIZ Experience October 2008 - Present
Job Case Manager Post Placement Policy Services
Industry Insurance
Experience
CBIZ October 2008 - Present
CBIZ Special Risk Insurance Services, Inc. 2008 - Present
Stewart Title 2004 - 2006
Alliance Residential Company 1996 - 2003
Skills
Insurance, Customer-focused, Close Attention to..., Relationship-building..., Life Insurance, Microsoft Office, Data Entry, Goal Oriented, Outstanding..., Team-oriented, Customer Service, Time Management, Policy, Outlook, Microsoft Excel, Employee Benefits, Microsoft Word, Underwriting, General Insurance, Critical Thinking, Training, Administrative..., Leadership, Administrative..., Sales
Education
Loma Learning 2009 — 2012
Life Insurance education, Life Insurance
Ashford University 2008 — 2011
Bachelor of Arts, Organizational Management
CBIZ October 2008 - Present
CBIZ Special Risk Insurance Services, Inc. 2008 - Present
Stewart Title 2004 - 2006
Alliance Residential Company 1996 - 2003
Skills
Insurance, Customer-focused, Close Attention to..., Relationship-building..., Life Insurance, Microsoft Office, Data Entry, Goal Oriented, Outstanding..., Team-oriented, Customer Service, Time Management, Policy, Outlook, Microsoft Excel, Employee Benefits, Microsoft Word, Underwriting, General Insurance, Critical Thinking, Training, Administrative..., Leadership, Administrative..., Sales
Education
Loma Learning 2009 — 2012
Life Insurance education, Life Insurance
Ashford University 2008 — 2011
Bachelor of Arts, Organizational Management
Danielle Thoresen's CBIZ Experience January 2013 - February 2013
Job Certified Professional Coder
Industry Medical Practice
Experience
Bravo Reimbursement Specialists 2013 - Present
CBIZ January 2013 - February 2013
Newsweek Magazine, Inc January 2006 - November 2009
First MCO February 2002 - January 2006
Home Depot January 1999 - January 2002
Holland MFG January 1997 - January 1999
Skills
Excel, Word, Workers Compensation, Lotus Notes, PowerPoint, Outlook, Accounting, Customer Service, Data Analysis, Adobe Acrobat, HPP, E-Premis, Medisoft, Star, Chart Max, QuickBooks, Coding Experience, medical billing, CPC-A, Medical Terminology, Microsoft Word, Microsoft Excel, Payroll, Bookkeeping, Accounts Receivable, Financial Reporting, Accounts Payable, General Ledger, Journal Entries, Data Entry, Account Reconciliation, Invoicing, Time Management, Financial Statements, Microsoft Office, Healthcare, Insurance, Spreadsheets
Education
Anthem Institute-Parsippany 2012 — 2013
CPC-A / medical billing and coding, medical billing and coding, A
Montclair State University 1998 — 2001
BS, Accounting and Finance
County College of Morris 1995 — 1998
As, business administration
Bravo Reimbursement Specialists 2013 - Present
CBIZ January 2013 - February 2013
Newsweek Magazine, Inc January 2006 - November 2009
First MCO February 2002 - January 2006
Home Depot January 1999 - January 2002
Holland MFG January 1997 - January 1999
Skills
Excel, Word, Workers Compensation, Lotus Notes, PowerPoint, Outlook, Accounting, Customer Service, Data Analysis, Adobe Acrobat, HPP, E-Premis, Medisoft, Star, Chart Max, QuickBooks, Coding Experience, medical billing, CPC-A, Medical Terminology, Microsoft Word, Microsoft Excel, Payroll, Bookkeeping, Accounts Receivable, Financial Reporting, Accounts Payable, General Ledger, Journal Entries, Data Entry, Account Reconciliation, Invoicing, Time Management, Financial Statements, Microsoft Office, Healthcare, Insurance, Spreadsheets
Education
Anthem Institute-Parsippany 2012 — 2013
CPC-A / medical billing and coding, medical billing and coding, A
Montclair State University 1998 — 2001
BS, Accounting and Finance
County College of Morris 1995 — 1998
As, business administration
Barry Ferziger's CBIZ Experience January 2014 - July 2015
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey July 2015 - Present
CBIZ January 2014 - July 2015
Marks Paneth & Shron LLP September 2012 - December 2013
BKO Corp July 2009 - September 2012
UBS Financial Services June 2010 - August 2010
CPA Firm January 2010 - May 2010
Skills
Accounting, Financial Reporting, Cash Flow, Budgeting, Tax, Quickbooks, Problem Solving, Excel, Financial Analysis
Education
Baruch College 2011 — 2013
MS, Accountancy
Fairleigh Dickinson University 2008 — 2011
BA, Business Administration
McGladrey July 2015 - Present
CBIZ January 2014 - July 2015
Marks Paneth & Shron LLP September 2012 - December 2013
BKO Corp July 2009 - September 2012
UBS Financial Services June 2010 - August 2010
CPA Firm January 2010 - May 2010
Skills
Accounting, Financial Reporting, Cash Flow, Budgeting, Tax, Quickbooks, Problem Solving, Excel, Financial Analysis
Education
Baruch College 2011 — 2013
MS, Accountancy
Fairleigh Dickinson University 2008 — 2011
BA, Business Administration
Russell D Compton's CBIZ Experience 2001 - 2008
Job Tax Director at JMC Steel Group, Inc.
Industry Building Materials
Experience
JMC Steel Group, Inc. February 2008 - Present
CBIZ 2001 - 2008
Telxon 1995 - 2001
Education
Bowling Green State University 1967 — 1970
Bachelor of Science (BS), Business
George Washington High School
JMC Steel Group, Inc. February 2008 - Present
CBIZ 2001 - 2008
Telxon 1995 - 2001
Education
Bowling Green State University 1967 — 1970
Bachelor of Science (BS), Business
George Washington High School
Heather Mattern's CBIZ Experience January 2007 - Present
Job Compliance Consultant at CBIZ
Industry Management Consulting
Experience
CBIZ January 2007 - Present
Invesmart, Inc. April 2003 - January 2007
KeyBank (Victory Capital Management) 2002 - 2003
KeyBank 1999 - 2002
Skills
Defined Contribution, Retirement Planning, Defined Benefit, Pensions, 401k, ERISA, Retirement, Retirement Plan..., Benefits Administration, Employee Benefits, Mutual Funds, Pension Administration
Education
Baldwin-Wallace College
Bachelor of Arts
CBIZ January 2007 - Present
Invesmart, Inc. April 2003 - January 2007
KeyBank (Victory Capital Management) 2002 - 2003
KeyBank 1999 - 2002
Skills
Defined Contribution, Retirement Planning, Defined Benefit, Pensions, 401k, ERISA, Retirement, Retirement Plan..., Benefits Administration, Employee Benefits, Mutual Funds, Pension Administration
Education
Baldwin-Wallace College
Bachelor of Arts
Dana Shively's CBIZ Experience July 1998 - September 2012
Job Employed
Industry Executive Office
Experience
CBIZ July 1998 - September 2012
CBIZ January 1998 - September 2012
W.E. Stanley & Company January 1996 - July 1998
Seitz, Kate, and Medve, CPA, Inc October 1994 - November 1996
Skills
Employee Benefits, Insurance, Management Consulting, Mergers, Performance Management, Leadership Development, Change Management, Organizational..., Talent Management, ERISA, Strategic Planning, Coaching, Non-profits, 401k, Payroll
Education
Bowling Green State University
Bachelor of Fine Arts, Business
CBIZ July 1998 - September 2012
CBIZ January 1998 - September 2012
W.E. Stanley & Company January 1996 - July 1998
Seitz, Kate, and Medve, CPA, Inc October 1994 - November 1996
Skills
Employee Benefits, Insurance, Management Consulting, Mergers, Performance Management, Leadership Development, Change Management, Organizational..., Talent Management, ERISA, Strategic Planning, Coaching, Non-profits, 401k, Payroll
Education
Bowling Green State University
Bachelor of Fine Arts, Business
Amos Wang's CBIZ Experience June 2005 - August 2005
Job at Splunk
Industry Accounting
Experience
Splunk May 2013 - Present
KPMG September 2007 - May 2013
CBIZ June 2005 - August 2005
Skills
Internal Controls, US GAAP, Sarbanes-Oxley Act, Auditing, GAAP, Accounting, Financial Reporting, Financial Accounting, SEC filings, External Audit, Internal Audit, Revenue Recognition, Tax, Financial Analysis, CPA, IFRS, General Ledger, Big 4, Financial Audits, Consolidation, Assurance, Financial Statements
Education
Arizona State University - W. P. Carey School of Business 2006 — 2007
Masters, Accountancy and Information Systems
University of Arizona, Eller College of Management 2002 — 2006
BS, Accounting
Splunk May 2013 - Present
KPMG September 2007 - May 2013
CBIZ June 2005 - August 2005
Skills
Internal Controls, US GAAP, Sarbanes-Oxley Act, Auditing, GAAP, Accounting, Financial Reporting, Financial Accounting, SEC filings, External Audit, Internal Audit, Revenue Recognition, Tax, Financial Analysis, CPA, IFRS, General Ledger, Big 4, Financial Audits, Consolidation, Assurance, Financial Statements
Education
Arizona State University - W. P. Carey School of Business 2006 — 2007
Masters, Accountancy and Information Systems
University of Arizona, Eller College of Management 2002 — 2006
BS, Accounting
Dipthi Ramakrishnan's CBIZ Experience June 2005 - August 2005
Job Director, Transaction Services at PwC
Industry
Experience
PwC July 2012 - Present
PwC January 2011 - June 2012
Deloitte January 2007 - November 2010
Deloitte June 2006 - August 2006
CBIZ June 2005 - August 2005
Skills
Mergers & Acquisitions, Due Diligence, US GAAP, Cross-border..., Pharmaceutical Industry, Sale and Purchase..., SEC filings, IFRS
Education
East Carolina University 2004 — 2006
Masters, Accounting
Bangalore University
Bachelor of Commerce (B.Com.), Accountancy and Economics
PwC July 2012 - Present
PwC January 2011 - June 2012
Deloitte January 2007 - November 2010
Deloitte June 2006 - August 2006
CBIZ June 2005 - August 2005
Skills
Mergers & Acquisitions, Due Diligence, US GAAP, Cross-border..., Pharmaceutical Industry, Sale and Purchase..., SEC filings, IFRS
Education
East Carolina University 2004 — 2006
Masters, Accounting
Bangalore University
Bachelor of Commerce (B.Com.), Accountancy and Economics
Naomi Lim's CBIZ Experience 2010 - 2010
Job MBA Candidate 2017 at UCLA Anderson
Industry Telecommunications
Experience
Isagenix July 2013 - August 2015
Motorola Mobility June 2010 - May 2013
CBIZ 2010 - 2010
Target 2008 - 2008
Skills
Leadership, Global Sourcing, Cross-functional Team..., Supply Chain Management, Supply Management, Vendor Management, Process Improvement, Strategic Sourcing
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Arizona State University
Bachelor of Science, Supply Chain and Accounting
Isagenix July 2013 - August 2015
Motorola Mobility June 2010 - May 2013
CBIZ 2010 - 2010
Target 2008 - 2008
Skills
Leadership, Global Sourcing, Cross-functional Team..., Supply Chain Management, Supply Management, Vendor Management, Process Improvement, Strategic Sourcing
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Arizona State University
Bachelor of Science, Supply Chain and Accounting
Cory Bird's CBIZ Experience 2009 - 2009
Job at
Industry Financial Services
Experience
Government September 2012 - Present
Walmart February 2012 - August 2012
First Data Corporation February 2010 - February 2012
CBIZ 2009 - 2009
Education
Brigham Young University - Idaho 2005 — 2009
Bachelor of Science (BS), Accounting
Government September 2012 - Present
Walmart February 2012 - August 2012
First Data Corporation February 2010 - February 2012
CBIZ 2009 - 2009
Education
Brigham Young University - Idaho 2005 — 2009
Bachelor of Science (BS), Accounting
laura azeroual's CBIZ Experience May 2010 - August 2010
Job Accountant Assistant at Diamonds International
Industry Accounting
Experience
Diamonds International September 2011 - Present
CBIZ May 2010 - August 2010
Education
City University of New York-Baruch College 2009 — 2014
bs, Accounting and CIS
Diamonds International September 2011 - Present
CBIZ May 2010 - August 2010
Education
City University of New York-Baruch College 2009 — 2014
bs, Accounting and CIS
James Bower's CBIZ Experience August 2014 - Present
Job Senior Director at CBIZ
Industry Accounting
Experience
CBIZ August 2014 - Present
CBIZ April 2013 - August 2014
CBIZ April 2007 - April 2013
PolyOne November 2004 - April 2007
Lexington Precision Corporation December 2000 - November 2004
Deloitte & Touche June 1987 - February 1994
Skills
Auditing, SEC filings, Internal Controls, Financial Reporting, GAAP
Education
Bowling Green State University 1982 — 1987
Bachelor's degree, Accounting and Management Information Systems
CBIZ August 2014 - Present
CBIZ April 2013 - August 2014
CBIZ April 2007 - April 2013
PolyOne November 2004 - April 2007
Lexington Precision Corporation December 2000 - November 2004
Deloitte & Touche June 1987 - February 1994
Skills
Auditing, SEC filings, Internal Controls, Financial Reporting, GAAP
Education
Bowling Green State University 1982 — 1987
Bachelor's degree, Accounting and Management Information Systems
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
M-I SWACO
AlixPartners
ComPsych