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
Jo-Ann Stores, LLC. November 2014 - Present
CBIZ January 2014 - April 2014
Cedar Fair Entertainment Company May 2013 - August 2013
Great Lakes Cheese May 2012 - May 2013
Nike March 2010 - May 2012
Skills
Accounting, Financial Reporting, Microsoft Excel, Microsoft Access, Microsoft Word, Windows 7, Journal Entries, Time Management, Auditing
Education
Kent State University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Human Resources
Hudson High School 2006 — 2010
Roanoke City Public Schools (RCPS) October 2014 - Present
CBIZ 2011 - September 2014
CBIZ 2010 - 2011
CBIZ 2007 - 2010
CBIZ 2002 - 2007
CBIZ 2001 - 2002
GEICO 1999 - 2001
Friedmans Jewelers 1997 - 1999
Skills
Microsoft Excel, Microsoft Word, Insurance, Payroll Taxes, Quality Assurance, Accounting, Benefits Administration, Retirement..., Accounts Receivable, Financial Analysis
Education
Liberty University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting
Mary Baldwin College 2011 — 2014
Bachelor of Arts (B.A.), Business, Cum Laude
Ingredient (restaurant) July 2011 - February 2015
CBIZ June 2014 - July 2014
Skills
Social Media, Editing, Leadership, Communication Skills, Creativity, Strategy, Engagement, Organization, Web Development, Respect, Problem Solving, Mentoring, Video Editing, Microsoft Word, microsoft powerpoint, Hardwork, Teamwork, Cinematography, PowerPoint, Communication
Education
Johnson County Community College 2014 — 2016
Game Development, Game and Interactive Media Design, 9
Lincoln College Preparatory Academy High School 2009 — 2014
Completed
CBIZ September 2015 - Present
CBIZ January 2013 - August 2015
Payroll Control Systems January 2011 - December 2012
Payroll Control Systems June 2007 - December 2010
Animal Humane Society November 2005 - June 2007
Skills
Payroll, Employee Benefits, Leadership, Customer Service, Accounting, Software Documentation, Process Improvement, Microsoft Office, Auditing, Training, Millennium, Payentry.com, Data Entry, Internal Audit, Accruals, QuickBooks, Windows, PCSTime, Accounts Receivable, Accounts Payable, SwipeClock, Troubleshooting, Garnishments, Non-profits, SharePoint, WordPress, Problem Solving, Report Writing, Payroll Taxes, Fringe Benefits, Record Retention, Fair Labor Standards Act, Customer Retention, Payroll Processing
Education
Minneapolis Business College 2003 — 2004
Associate in Applied Science, Accounting
CBIZ August 2014 - Present
Wellness PartnersMcCook, NE February 2013 - Present
Wellness PartnersMcCook, NE January 2013 - February 2013
Big Lakes Developmental CenterManhattan, KS July 2008 - December 2012
Kansas State University September 2010 - August 2011
Homecare and HospiceManhattan, KS September 2010 - January 2011
Meadowlark HillsManhattan, KS September 2009 - December 2009
Prime Time FitnessManhattan, KS May 2008 - August 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Public Health, Product Development, Project Management, PowerPoint, Wellness, Research
Education
Kansas State University 2011 — 2013
Master of Public Health (MPH), Physical Activity
Kansas State University
Bachelor of Science, Kinesiology
Federal Home Loan Bank of Dallas June 2014 - Present
OCC February 2014 - June 2014
CBIZ December 2012 - November 2013
Charles Schwab September 2010 - January 2011
Kershner Trading Group September 2004 - December 2009
Trustmark National Bank August 2002 - May 2004
Trustmark National Bank June 2002 - August 2002
Skills
Bloomberg, Financial Modeling, Equity Trading, Investments, Financial Analysis, Equities, Equity Research, Trading, Risk Management
Education
Texas A&M University - Mays Business School 2011 — 2012
MBA
Millsaps College 1998 — 2002
B.B.A, Business Administration and Computer Science
Denver Health July 2014 - Present
Midland Memorial Hospital May 2013 - April 2014
CBIZ November 2009 - May 2013
Midland Memorial Hospital January 2008 - November 2009
Skills
Management, Medical Billing, Registration, Scheduling Management, Human Resources, Training, ICD-9, CPT, HIPAA, Medical Records, Medical Coding, Insurance, Revenue Cycle, Healthcare, Outlook, Revenue Cycle Management, Employee Training, EHR, Medicaid, Employee Relations, Healthcare Management, Medical Terminology, Software Documentation, EMR
Education
Anthem College-Phoenix 2009 — 2011
Associate of Science (A.S.), Medical Billing and Coding
Kent State University
The Advocator Group January 2013 - Present
The Advocator Group April 2009 - December 2012
The Advocator Group November 2007 - April 2009
O'Byrne Williams Capital Group June 2002 - November 2007
CBIZ January 2001 - June 2002
Skills
Employee Benefits, Call Centers, Process Improvement, Customer Service, Insurance, Project Management, Performance Measurement, Training, Performance Management, Team Building, Recruiting, Customer Satisfaction, Leadership, Management, Quality Assurance, Strategic Planning, Account Management
Education
Johnson County Community College
Associate of Arts, Paralegal, ABA approved program
CBIZ July 2013 - Present
CompuPay, A BenefitMall Company October 2011 - July 2013
Wachovia A Wells Fargo Company 2010 - October 2011
Modis February 2009 - January 2010
Miami Dolphins January 2008 - January 2009
Skills
Account Management, Sales Process, Salesforce.com, Sales, Cold Calling, Leadership, SaaS, Selling, Marketing, Interviews, Recruiting, Lead Generation, Sales Presentations, Networking, Sales Operations, CRM, B2B, Business Development, Business Advisory, Relationship Building, Revenue
Education
Lynn University 2002 — 2006
Bachelors, Sales and Marketing
Spring Hill College 2002 — 2004
Business, Marketing/Sales
DeSmet Jesuit High School
CBIZ December 2013 - Present
Towards Employment May 2008 - Present
CBIZ MHM, LLC January 1998 - December 2013
KPMG July 1985 - January 1998
Skills
Tax, US GAAP, Financial Reporting, Financial Accounting, Employee Benefits, Financial Analysis, Internal Controls, Auditing, Income Tax, Business Valuation, Finance, Nonprofits, Internal Audit, Training
Education
Miami University 1981 — 1985
B.S., Accounting
CBIZ June 2015 - Present
Hollywood Casino September 2013 - June 2015
DineEquity - Applebee's June 2013 - August 2013
Skills
Teamwork, Microsoft Office, Training, Customer Service, Time Management, Public Speaking, Coaching, Leadership Development, Microsoft Word, Employee Relations, HRIS, PowerPoint, Research, English, Social Media, Employee Benefits, Oracle Fusion HCM
Education
MidAmerica Nazarene University 2013 — 2015
Master of Science in Management, Management
MidAmerica Nazarene University 2012 — 2013
Bachelor of Arts (BA), Management & Human Relations
Truman State University 2008 — 2010
Saint Thomas Aquinas 2004 — 2008
MiMedx November 2014 - Present
Quintiles November 2005 - September 2014
Dell Perot Systems November 1999 - August 2005
CBIZ November 1998 - November 1999
Skills
Integration, Disaster Recovery, IT Management, VMware, Windows Server, Active Directory, System Administration, IT Strategy, Data Center, Vendor Management, Citrix, IT Service Management, Enterprise Architecture, Technical Support, Healthcare Information..., Troubleshooting, Citrix Metaframe, Citrix XenApp, Software Documentation, SDLC, Linux, Unix, ITIL, SharePoint, Requirements Analysis, Visio, Quality Assurance, Process Improvement, Virtualization
Education
University of Arizona
Aerospace Engineering, Computer Science
University of Phoenix 2004 — 2009
Bachelor of Science, Information Technology
Louisiana Tech University 1986 — 1989
Computer Science
Great Plains United Methodist July 2015 - Present
United Healthcare September 2009 - Present
CBIZ June 2000 - September 2009
Skills
Disability Insurance, Health Insurance, Health Savings Accounts, Underwriting, Insurance, Affordable Care Act, Flexible Spending...
Education
University of Missouri-Kansas City 1999 — 2001
Bachelor's, General Studies
Johnson County Community College 1995 — 1999
Associates of Arts Degree, Liberal Arts and Sciences/Liberal Studies, 3.5
University of Kansas 1998 — 1998
General Studies
Johnson County Area Vocational Technical School 1995 — 1995
Certified Nurses Assistant, Nursing Practice
Spring Hill High School 1991 — 1995
Great Plains UMC
CLM coursework
Spencer Fane Britt & Browne September 2011 - February 2014
CBIZ May 2011 - March 2012
Forsyth County August 2010 - March 2011
Skills
Nutrition Education, Health Promotion, Health Education, Dietetics, Nutritional Counseling, Microsoft Word, PowerPoint, Motivational..., Sports Nutrition, Microsoft Excel, Employee Wellness, Clinical Nutrition, Microsoft Office, Behavior Change
Education
University of North Carolina at Greensboro 2009 — 2010
Post-Graduate Certificate, Dietetics
Kansas State University 2007 — 2009
BS, Dietetics
University of Kansas 2002 — 2006
BS, Sports and Fitness Management
CBIZ November 2014 - Present
CBIZ October 2012 - November 2014
LTC Solutions, Inc. September 2012 - October 2012
LTC Solutions, Inc. December 2008 - September 2012
Focus Architecture, LLC June 2007 - January 2008
360 Architecture June 2006 - January 2007
CBIZ June 2004 - August 2006
CDFM2 Architecture June 2004 - August 2004
Education
The University of Kansas
Master of Business Administration (M.B.A.)
Kansas State University 2004 — 2008
Bachelor of Science, Interior Design, Minor in Business Administration
St Thomas Aquinas High School 2000 — 2004
CBIZ February 2011 - Present
Saint-Gobain Building Distribution September 2007 - February 2011
Owens Corning October 2004 - September 2007
Owens Corning (Norandex Distribution Co.) January 1996 - December 2003
Owens Corning December 1993 - 1994
Skills
Internal Controls, Auditing, Internal Audit, Process Improvement, Forensic Accounting, Operations Management, Team Building, Sales Management, Financial Reporting, Managerial Finance, Management, Business Planning, Strategic Planning, Sarbanes-Oxley Act, Risk Assessment, Accounting, Continuous Improvement, Coaching, SAP, Forecasting, Training, Mergers & Acquisitions, Financial Analysis, Project Planning, Business Process..., Finance, Leadership
Education
Miami University 1986 — 1990
Bachelor of Science (B.S.), Accounting and Finance
St. Ignatius High School
CBIZ April 2001 - Present
CBIZ April 2001 - April 2012
Skills
Employee Benefits, Underwriting, Workers Compensation, Term Life Insurance, Property & Casualty..., Dentistry, Claim, Commercial Insurance, Employee Relations, Medicare, Coaching
Education
Longview Community College
University of Missouri-Kansas City
CBIZ November 2005 - Present
Ernst & Young LLP 1987 - 2000
Skills
Internal Controls, Auditing, Financial Reporting, CPA, Forecasting, Leadership, Budgets, Due Diligence, GAAP, Manufacturing, Mergers & Acquisitions, Sarbanes-Oxley Act, ERISA, US GAAP, Financial Analysis, Accounting
Education
Miami University 1983 — 1987
BS, Accounting
Cleveland Heights High School
SuccessFactors June 2014 - Present
SumTotal Systems December 2012 - June 2014
Oracle May 2006 - December 2012
Taleo May 2006 - May 2007
YRCW 2004 - 2006
CBIZ 2002 - 2004
ADP 1999 - 2001
Barton Protective Services 1997 - 1999
Skills
Taleo, Onboarding, Employee Engagement, Consulting, Talent Management, Succession Planning, Performance Management, HR Consulting, Deferred Compensation, PeopleSoft, Professional Services, Workforce Planning, CRM, Recruiting, Leadership, Human Resources, Management, Cloud Computing, Personnel Management, Human Capital, Salesforce.com, Business Intelligence, Enterprise Software, Analytics, Vendor Management, Process Improvement, Strategy, Solution Selling, SaaS
Education
Kansas State University 2004 — 2007
Bach of Science
US Naval Survival and Jump School 1988 — 1992
Cerification
Parsons Senior High 1984 — 1988
General
CBIZ June 2014 - Present
CBIZ July 2006 - June 2014
Cintas 2003 - 2006
Skills
Investments, Retirement, Retirement Planning, 401k, Investment Strategies, Mutual Funds, Asset Allocation, Financial Risk, Financial Analysis, Portfolio Management, Financial Modeling, Strategic Financial..., Valuation, Asset Management, Insurance, Financial Reporting, 403 b
Education
John Carroll University 2002 — 2006
Bachelors, Finance
Notre Dame-Cathedral Latin
GCA Services Group April 2015 - Present
CBIZ August 2012 - Present
CBIZ March 2009 - August 2012
The Lubrizol Corporation September 2006 - March 2009
The Lubrizol Corporation July 2004 - September 2006
Noveon (acquired by Lubrizol) 2002 - 2004
Marconi PLC (RELTEC before being acquired by Marconi) 1997 - 2002
Arthur Andersen & Co. 1993 - 1997
Skills
Strategic Financial..., Sarbanes-Oxley Act, Internal Controls, SEC filings, US GAAP, Financial Reporting, CPA, Analysis, Cost Accounting, Acquisition Integration, Hyperion Enterprise, Business Valuation, Financial Analysis, Process Improvement, Budgets, Mergers & Acquisitions, Financial Planning, Budgeting, External Audit, Forecasting, Internal Audit, Manufacturing, Mergers, IPO, Divestitures, Financial Systems..., International Business, Turnaround Experience, Professional Services, Profitability..., Supervisory Skills, Volunteer Leadership, Contract Management, SOX, Project Planning
Education
Kent State University 1989 — 1993
Bachelors of Business Administration, Accounting, graduated summa cum laude
CBIZ April 1999 - Present
Skills
Employee Benefits, Mergers & Acquisitions, Accounting, Auditing, Valuation, Management, Tax, Marketing, Payroll, Life Insurance, Consulting, Financial Services
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Group Benefits Associate, Certified Employee Benefits Specialists Program
Kansas State University 1994 — 1998
Bachelor of Science, Marketing & International Business
Rockhurst High School 1990 — 1994
CBIZ March 1982 - Present
CBIZ Actuarial & Benefit Consultants 1982 - Present
Skills
ERISA, Defined Benefit, 401k, Retirement Plan...
Education
Michigan State University College of Law 1976 — 1980
JD
University of Michigan - Stephen M. Ross School of Business 1973 — 1976
Pritchard, Bieler, Gruver & Willison, P.C. August 2014 - Present
Deloitte Consulting August 2012 - July 2014
Deloitte Consulting July 2011 - August 2012
Marsh June 2010 - August 2010
CBIZ January 2010 - May 2010
AXA Advisors August 2009 - December 2009
Northwestern Mutual February 2009 - December 2009
Philadelphia GOP September 2007 - January 2009
Woodcrest Country Club May 2008 - November 2008
Skills
Financial Analysis, Valuation, Financial Reporting, Financial Modeling, Management Consulting, Finance, Risk Management, Corporate Finance, Strategic Financial..., Valuation Modeling, Business Valuation, Investment Valuation, DCF Valuation, Accounting, Financial Planning, Internal Controls, Financial Accounting, Auditing, Due Diligence, Internal Audit
Education
La Salle University 2007 — 2011
Bachelor of Science, Finance, Cum Laude
CBIZ June 2014 - Present
Tegrit Group September 2009 - June 2014
Towers Watson June 1996 - September 2009
Skills
Pensions, 401k, Defined Benefit, Retirement, Actuarial Science, Pension Administration
Education
Marietta College
Bachelor of Science (B.S.), Mathematics
Ohio University
Master of Science (M.S.), Mathematics
USTA Missouri Valley January 2014 - Present
CBIZ September 2010 - January 2014
Rafael Architects, Inc. May 2008 - September 2010
State of Nebraska January 2008 - April 2008
Etelligent 2006 - 2007
Skills
Quickbooks, Deltek Accounting..., Healthcare Practice..., QuickBooks, Budgets, Tax, Account Reconciliation, Analysis, Auditing, Financial Reporting, Invoicing, Accounting, Financial Statements, Financial Accounting, CPA, Finance, Internal Controls
Education
University of Missouri-Kansas City 2005 — 2007
Bachelor of Science in Accounting, Accounting
Longview Community College 2002 — 2004
Associates of Arts
CBIZ October 2012 - Present
Northwestern Mutual August 2011 - October 2012
Cellular Sales June 2008 - August 2011
Skills
Employee Benefits, Insurance, Sales, Employee Relations, Program Management, Management, Customer Service, Team Building, Disability Insurance, Cold Calling, Health Insurance, Process Improvement, Customer Retention, Leadership, Customer Satisfaction, Account Management, Strategic Planning, Human Resources, Training, Leadership Development, Small Business, Coaching, Benefits Administration, Outlook, Sales Management, Performance Management, Microsoft Excel, New Business Development, Direct Sales, Marketing
Education
Middle Tennessee State University
Computer Network Systems, Business Management
CBIZ March 2015 - Present
Protiviti September 2012 - March 2015
Durkin Group LLC March 2006 - September 2012
GE Commercial Finance March 2003 - March 2006
GE Commercial Finance April 2001 - March 2003
Merrill Lynch January 2000 - April 2001
Skills
Finance, Credit, Accounting, Auditing, Portfolio Management, Analysis, Management, Leadership, Valuation, Investments, Cash Flow, Cash Management, Business Planning, Underwriting, P&L, Asset Based Lending, Financial Analysis, Retail, Accounts Receivable, Account Reconciliation, Cash Flow Forecasting
Education
University of Chicago Graham School of Continuing Education 2002 — 2003
U of Chicago At Large Program, Business/Commerce, General
Lake Forest College 1995 — 1999
Bachelor of Arts (B.A.), Business & Political Science
Olympic High School 1992 — 1995
High School Degree, NA
AccessMED, LLC-McKesson Specialty Health March 2008 - Present
CBIZ 2005 - 2007
Boyce And Bynum Pathology Laboratories January 2005 - July 2005
Port Acres Medical Clinic December 1993 - August 2004
Karl O Hynes D.C. April 1991 - November 1993
self employed Medical Billing April 1991 - November 1993
Kona-Kohala Health Care June 1990 - April 1991
Choudhury Medical Clinic-M. Hasan Choudhury M.D. July 1988 - February 1990
Mauldin Yates & Wheeler Clinic, Inc. April 1987 - May 1988
Carol T Ewing M.D. & Deo k. Bhati M.D. June 1978 - June 1986
Skills
Pathology, Medicare, Healthcare, Managed Care, Oncology, Pharmaceutical Industry, ICD-9, Medical Coding, Medical Devices, ICD-10, Medicaid, Medical Terminology, Customer Service, Medical Billing, Practice Management, CPT, Healthcare Management, HIPAA, Process Improvement, Radiology, Radiopharmaceuticals, Patient Advocacy, Medical Records, Surgery, Healthcare Industry, Health Insurance, Microsoft Office 2007, Microsoft Expression, Computer Network..., Siebel, Image Now, Software Documentation, Training, Healthcare Information..., EMR
Education
American Academy of Professional Coders (AAPC) 2007 — 2007
Certified Professional Coder, ICD-9-CM diagnosis and CPT coding, certification
Lamar University 1993 — 1994
Computer Science, 4
Rose State College 1982 — 1984
Histotechnology
Cleveland Clinic January 2011 - Present
CBIZ September 2006 - December 2010
Noetix Corporation July 2005 - September 2006
Cap Gemini Ernst & Young September 1998 - June 2005
Skills
Business Process..., ERP, CPA, Performance Management, Business Analysis, Business Intelligence, Management, Process Improvement, Project Management, Oracle Applications, Accounting, Budgets, Oracle HR, Finance, Program Management, SDLC, Software Project..., Financial Analysis, SQL, Microsoft SQL Server, Oracle PL/SQL..., Leadership
Education
John Carroll University 1989 — 1992
Benedictine High School 1984 — 1988
Littler Mendelson National Training and Professional Development AdministratorCBIZ MHM, LLCMarch 2007 - December 2014
CBIZ March 2007 - November 2007
CBIZ September 2003 - February 2007
Skills
Writing, Editing, Microsoft Office, Microsoft Excel, Microsoft Word, Budget Process, Event Management, Event Planning, Meeting Planning
Education
Kansas State University 1998 — 2003
BA, Journalism & Mass Communications
Notre Dame De Sion 1994 — 1998
High School
Fifth Third Bank October 2009 - Present
Western & Southern Financial Group April 2009 - October 2009
Fidelity Investments June 2007 - March 2009
Fidelity Investments October 2004 - June 2007
Mutual of Omaha November 2001 - October 2004
Invesmart 2000 - 2001
CBIZ 1997 - 2000
Skills
Investments, Retirement Plans, Business Relationship..., ERISA, 401k, Employee Benefits, Pensions, Mutual Funds, Retirement, Financial Services, Business Planning, Retirement Planning, Leadership, CRM, Analysis, Asset Management, Relationship Management, Process Improvement, Sales, Series 63, Qualified Retirement...
Education
Miami University 1992 — 1996
BA
St. Ignatius High School, Cleveland 1988 — 1994
MTD Products April 2014 - Present
BBP Partners, LLC August 2009 - September 2013
PwC August 2004 - January 2009
CBIZ September 1999 - April 2004
Education
Miami University 1995 — 1999
Bachelor of Science, Finance
Commission for Case Manager Certification (CCMC) - A Client Partner of Association Headquarters, Inc March 2015 - Present
Commission for Case Manager Certification (CCMC) - A Client Partner of Association Headquarters, Inc September 2012 - Present
Association Headquarters, Inc. June 2010 - Present
Commission for Case Manager Certification (CCMC) - A Client Partner of Association Headquarters, Inc June 2010 - September 2012
The Leukemia & Lymphoma Society October 2009 - May 2010
Johnson & Johnson Health Care Systems 2000 - 2002
CBIZ September 1992 - February 2000
Skills
Advertising, Analysis, Association Management, Community Outreach, Fundraising
Education
Lehigh University - College of Business and Economics 1988 — 1992
B.S., Accounting
JONES DAY® October 2014 - Present
CBIZ, Inc August 2013 - October 2014
CBIZ February 1997 - October 2014
First Federal of Lakewood 1993 - 1998
Deloitte January 1990 - February 1993
Skills
Financial Reporting, SEC reporting, Audit, FASB, Auditing, Accounting, SEC filings, CPA, Internal Audit, Financial Statements, Account Reconciliation, Budgets, GAAP, SEC Filings, US GAAP, Financial Analysis, Finance, Internal Controls, Sarbanes-Oxley Act
Education
Miami University 1985 — 1989
Bachelor of Science, Accountancy
Thayer Distribution February 2015 - Present
JTO Consulting, LLC November 2009 - February 2015
Cetrulo & Morgan Group January 2009 - November 2009
Starboard Group November 2007 - January 2009
CBIZ November 2004 - November 2007
Margolis & Company November 2002 - November 2004
Duckrey Enterprises June 1998 - November 2002
Robbins Diamonds May 1990 - June 1998
Halbert Katz & Company May 1982 - May 1990
Waldbaum Rockower & Company September 1979 - May 1982
Skills
Auditing, Outsourcing, Corporate Tax, CPA, Tax Preparation, Retail, Consulting, Franchising, Accounting, Tax, Financial Analysis, SEC filings, Tax Accounting, Cash Flow, Internal Audit, Construction, Partnership Taxation, Financial Services, Management, Income Tax, Tax Research, Finance, Financial Reporting, Real Estate Development, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Networking, GAAP, Mergers & Acquisitions, Time Management, Financial Accounting, Compilation
Education
La Salle University - School of Business Administration 1975 — 1979
BA, Accounting
Archbisop Ryan High School 1971 — 1975
Diploma, Various
Mercer April 2014 - Present
Mercer September 2012 - Present
CBIZ November 2009 - August 2012
CIGNA Healthcare March 2004 - November 2009
Skills
Strategy, Strategic Planning, Performance Management, Management, Leadership, Insurance, Human Resources, Health Savings Accounts, Health Insurance, Employee Benefits, Disability Insurance, COBRA, Benefits Administration
Education
Loyola College in Maryland 2002 — 2004
MBA, General
Villa Julie College 1998 — 2002
BS, Business Information Systems
Sterling National Bank December 2014 - Present
John D. Crawford, CPA October 2014 - Present
CBIZ August 2014 - October 2014
John D. Crawford, CPA April 2012 - August 2014
Freed Maxick CPAs, P.C. June 2013 - December 2013
CIT 2002 - 2012
CIT 1996 - 2002
Skills
Financial Reporting, Financial Advisory..., Quality of Earnings..., M&A experience, Finance, Mergers & Acquisitions, Due Diligence, Internal Controls, Strategic Financial..., Cash Flow, Auditing, Valuation, Accounting, Financial Accounting, Risk Management, Internal Audit, Forecasting, Private Equity, SEC filings, Financial Services, Credit, Banking, Project Finance, Corporate Governance, Equities, Tax, Strategy, Investment Advisory...
Education
Kean University
Bachelor's degree, Accounting and Finance
Pace University
MS, Finance & Investment Management
Paylocity April 2014 - Present
CBIZ Payroll January 2013 - March 2014
CBIZ January 2012 - December 2012
CBIZ October 2005 - December 2011
ADP 2003 - 2005
Hallmark Cards 1998 - 2000
Skills
Prevailing Wage, Employee Benefits, Group Benefit Plans, Outsourced Solutions, Online Enrollment, Benefits Accounting, COBRA, Payroll Services, FSA, Workers Compensation, Recruiting, Benefits Administration, Health Care Reform, Performance Management, Open Enrollment, Compensation & Benefit, 401k, Human Resources, Payroll, Succession Planning, Onboarding, Accounting, Management, HRIS, FMLA
Education
Kansas State University 1992 — 1996
Bachelor of Science (B.S.), Apparel and Textile Marketing Management
Wellsville High School 1988 — 1992
Bachelor of Science, Apparel and Textile Marketing Management
Farm Bureau Insurance of Tennessee July 2013 - Present
CBIZ 2008 - 2012
Skills
Medical Billing, Medical Assisting, Customer Service, Invoicing, Insurance, Medical Coding, HIPAA, Data Entry, Accounts Receivable, Medical Terminology, Accounts Payable, Telephone Skills, ICD-9, Healthcare, Medicare
Education
Keiser University-Ft Lauderdale 2011 — 2012
Associate of Science (AS), Medical Assistant
MasterCard March 2015 - Present
MasterCard August 2013 - February 2015
Savvis December 2012 - August 2013
Savvis May 2012 - December 2012
Savvis August 2011 - May 2012
CBIZ January 2011 - August 2011
Healthways April 2009 - January 2011
TLC Vision Corporation May 2008 - February 2009
Spartech Corporation January 2008 - May 2008
Tueth Keeney Cooper Mohan and Jackstadt June 2006 - January 2008
Skills
ADP Payroll, PeopleSoft, Workers Compensation, Software Documentation, Ceridian, Private Investigations, Operating Systems, Dashboarding, Employee Relations, Performance Management, Personnel Management, Leadership, Talent Management, Human Resources, Technical Recruiting, Employee Benefits, FMLA, Management, Workforce Planning, Recruiting, Onboarding
Education
Missouri Baptist University 2008 — 2010
Masters, Masters of Business Administration
Saint Louis University 2005 — 2008
BS, Business Administration w/ HR Management emphasis
Wurth Revcar Fasteners, Inc. July 2011 - Present
City of Roanoke, VA September 2010 - August 2011
CBIZ October 2009 - September 2010
Ameritrust October 2002 - September 2009
Corning Incorporated April 2000 - January 2002
Harris Teeter/Ruddick Corporation April 1994 - April 2000
Skills
Employee Benefits, Human Resources, Benefits Administration, HRIS, Employee Relations, Performance Management, Onboarding, Strategic Planning, Team Building, Payroll, Deferred Compensation, Change Management, Customer Service, New Hire Orientations, Talent Acquisition, Process Improvement, Training, Recruiting, Talent Management, Leadership, Personnel Management, Management, Hiring, Policy
Education
Liberty University 2011 — 2013
MBA, Human Resources
UNCC 1990 — 2010
BS - Business Administration, Finance
Patrick Henry Community College
AAS, Business
Hays Companies January 2013 - Present
CBIZ March 2010 - January 2013
Skills
Team Building, Sales, Strategic Planning, Selling, Employee Benefits, New Business Development, Insurance, Health Insurance, Business Development, Financial Analysis, Marketing Strategy
Education
Webster University 2012 — 2014
MIB, International Business
Maryville University of Saint Louis 1993 — 1999
B.A., History
John F. Kennedy Catholic High School 1989 — 1993
Sacred Heart 1981 — 1989
Equity Trust Company January 2015 - Present
CBIZ June 2014 - January 2015
Tegrit Group April 2011 - May 2014
Summit Retirement Plan Services, Inc. December 2009 - March 2011
Charles Schwab May 2006 - September 2009
Charles Schwab February 2000 - May 2006
Charles Schwab May 1998 - February 2000
Sterling Jewelers June 1994 - May 1998
John Hancock September 1993 - June 1994
Bank One August 1991 - September 1993
Skills
Project Management, Quality Assurance, Compliance, Sales, Training, Business Process..., Business Intelligence, Investments, Management, Call Centers, Retirement Planning, Project Planning, Leadership, Customer Satisfaction, Financial Services, Customer Service, Finance, Mutual Funds, Retirement, Policy, Time Management, Business Analysis, Employee Benefits
Education
Keller School of Management of DeVry University 2009 — 2011
Masters, Accounting and Financial Management
Kent State University 1989 — 1993
BA, English, History
CBIZ February 1998 - Present
United States Marine Corps February 1993 - December 1997
Education
Liberty University
Bachelor of Science, MIS
PNC Investments (Unofficial) January 2014 - Present
Disciples of Christ Global Outreach December 2008 - Present
Chayil Media October 2007 - Present
VALIC April 2010 - January 2014
CBIZ November 2008 - March 2010
Principal Financial Group December 2006 - November 2008
Mercer Health & Benefits September 2005 - December 2006
Ameriprise Financial 2004 - 2005
Skills
Leadership, Training, Public Speaking, Strategic Planning, Management, Coaching, Strategy, Leadership Development, Consulting, Desktop Publishing, Change Management, Project Management, Risk Management, Health & Wellness
Education
The King's University 2009 — 2012
Master of Divinity (M.Div.)
Maryville University of Saint Louis 1997 — 2001
Bachelors, Philosophy, Actuarial Science
CBIZ January 2014 - Present
Reliable IT November 2013 - December 2013
Len Conrad Photography July 2013 - October 2013
Universal Protection Services October 2012 - July 2013
Océ North America October 2011 - July 2012
Smith-Watkins & Associates January 2006 - August 2010
Skills
Microsoft Excel, Microsoft Office, Computers, Creative Problem Solving, Customer Service, Information Technology, Auditing, Computer Repair, CompTIA A+ Certification, CompTIA Network+..., Account Management, Technical Support, Troubleshooting, Security, Computer Proficiency, IT Solutions
Education
Louisiana State University 2007 — 2011
B.A., Communication Studies
Ryan April 2015 - Present
CBIZ April 2014 - November 2014
Shareholder InSite, Inc May 2013 - April 2014
Shareholder InSite, Inc August 2012 - April 2013
Shareholder InSite, Inc August 2011 - July 2012
Saint Thomas Health Services: Center for Sleep May 2011 - August 2011
Skills
Scenario Planning, Financial Modeling, Analytics, Venture Capital, Valuation, Start-ups, Management, Financial Analysis, Portfolio Management, Cash Management, Business Valuation, Mergers
Education
Middle Tennessee State University 2007 — 2011
B.B.A., Business Finance
CBIZ October 2011 - Present
Young Variety- Philadelphia January 2011 - Present
PricewaterhouseCoopers April 2010 - October 2011
CBIZ January 2007 - April 2010
Commerce Bank June 2005 - January 2007
Skills
Due Diligence, Financial Analysis, Accounting, Tax Compliance, Microsoft Office, Quickbooks, Peachtree, Italian, Problem Solving, Volunteer Leadership, Caseware, GoSystems, ProSystem fx Tax, QuickBooks, GAAP, CPA, Corporate Tax, Volunteering, Tax, Tax Research, Auditing, Income Tax, Tax Accounting, Partnership Taxation, US GAAP, Forensic Accounting, Tax Preparation, Sarbanes-Oxley Act, Finance, Tax Advisory, Financial Accounting, Business Valuation, Financial Statements, Financial Planners, SEC filings, Financial Reporting, Internal Controls, Revenue Recognition, External Audit, Tax Returns, S Corporations, High Net Worth..., Mergers & Acquisitions, Big 4, Internal Audit, Strategic Financial..., Financial Planning, SEC Filings
Education
La Salle University 2008 — 2009
MBA, Accounting
La Salle University 2005 — 2008
Bachelor of Science in Business Administration, Accounting
CBIZ November 2002 - Present
CBIZ 2002 - 2014
Skills
Claim Investigation, Insurance, Claim, Workers Compensation, Commercial Insurance, Claims Management, Commercial Lines, Subrogation, General Insurance, Liability, Property & Casualty..., Casualty, Reinsurance, Human Res, Risk Management, Experience Mod Rating..., Employee Benefits, Professional Liability, Human Resources, Strategic Planning, Casualty Insurance
Education
Michigan State University
School of Labor & Industrial Relations
Midland College
Biology for Science Majors & Health Sciences
Highland Community College August 2012 - Present
Lag Design Custom Wood Doors, Inc. September 2010 - May 2012
Blue Sky Innovations, LLC November 2009 - May 2012
CBIZ January 2004 - November 2009
Skills
GAAP, Cash Flow, Financial Reporting, Budgets, Business Development, Construction, Tax, Auditing, Mergers & Acquisitions, Finance, Restructuring, Internal Controls, CPA, Accounting, Account Management, Consulting, Due Diligence, Management Consulting, Financial Accounting, Real Estate, Contract Negotiation, Contract Management, Team Building, Strategic Planning, Financial Services, Project Management, Cash Management, Financial Analysis, New Business Development, US GAAP, Analysis, Forecasting, Business Planning, Managerial Finance, SEC filings, Forensic Accounting
Education
Kansas State University 2003 — 2004
Highland High School
CBIZ June 1996 - Present
TIMBERLAKE CARE CENTER 1985 - 1996
Skills
Microsoft Excel, Strategic Planning, Customer Service, Event Planning, Social Media, Insurance, Microsoft Word, Windows, PowerPoint, Microsoft Office, Financial Analysis, Customer Satisfaction, Sales, Accounting, Payroll
Education
Longview Community College 1980 — 1983
Associate, Accounting, Business Management
Grandview Senior High School 1967 — 1969
Motofuze February 2015 - Present
Motofuze January 2015 - Present
Kristin Huntley Creative January 2014 - Present
AnalyzeDirect October 2013 - February 2014
CBIZ May 2012 - October 2013
CBIZ Human Capital Services May 2011 - May 2012
kristin huntley creative June 1999 - March 2011
Lakeland Community Church October 2004 - June 2009
Dallas Ziegenhorn DDS September 1994 - June 1996
Skills
Creative copy, Managing creative teams, Social media monitoring, Marketing strategy, Brand Communication, Brand development, Graphic design, Public relations, Strategic Planning, Social Media Monitoring, Social Media Development, Social Media Marketing, Web 2.0, Inbound Marketing..., SEO copywriting, SEO, Creative Strategy, Creative Services, Google Analytics, Google Adwords, Marketing Event Planning, Event Producing, Creative Direction, Art Direction, Marketing Strategy, Graphic Design, Social Media Measurement, Social Media, Integrated Marketing, Brand Development, Management, Event Planning, Advertising, Blogging, Marketing, WordPress, Web Design, Media Relations, Digital Marketing, Event Management, Strategy, Brand Management, Email Marketing, Direct Marketing, Strategic Communications, Corporate Branding, Mobile Marketing, Copywriting, Lead Generation, Web Analytics
Education
Missouri State University 1988 — 1992
Bachelor of Science, Communications Management [Business Management/Design/Public Relations
CBIZ January 2015 - Present
Maryville University January 2015 - Present
Centene Corporation February 2014 - December 2014
Saint Louis University August 2011 - December 2014
CBIZ December 2013 - January 2014
Skills
Technical Writing, Spanish, Compensation & Benefit, Benchmarking, Problem Solving, Benefits Administration, Organizational Behavior, Employee Benefits, Team Leadership, Customer Service, Public Speaking, Social Networking, Research, Microsoft Office, Compensation, Delegation, College Recruiting, Student Recruiting, Consulting
Education
Saint Louis University 2011 — 2014
Bachelor of Arts (BA), Industrial and Organizational Psychology & Spanish, 3.58/4.0
Maryville University of Saint Louis 2015 — 2016
Master of Arts (MA), Organizational Leadership & Development, 4.0/4.0
Franklin County Public Schools, Rocky Mount VA. April 2015 - Present
Franklin County Public Schools, Rocky Mount VA. September 2014 - Present
CBIZ Payroll January 2014 - August 2014
CBIZ Payroll August 2011 - January 2014
CBIZ February 2002 - August 2011
Skills
Sarbanes-Oxley, Internal Audit, Internal Controls, Auditing, Process Improvement, Accounting, SAS70, GAAP, US GAAP, Risk Assessment, COSO, Financial Audits, SOX 404, Employee Training, Quality Assurance, Employee Management, Payroll, Human Resources, Leadership, Financial Reporting, Sarbanes-Oxley Act, Management, Employee Benefits, Financial Analysis, Customer Service
Education
Liberty University 2011 — 2015
Master of Arts Teaching (MAT), Elementary Education and Teaching
Liberty University 2008 — 2010
BS, Accounting
CBIZ January 2011 - Present
Forman, Itzkowitz, Berenson & LaGreca, P.C. February 2010 - October 2010
DiCicco, Gulman & Company January 2008 - April 2009
Skills
Auditing, Accounting, CPA, Financial Statements, GAAP, US GAAP, Not for Profit, Audits of Employee...
Education
Suffolk University - Sawyer School of Management
Graduate Diploma in Professional Accounting
Lasell College 2006 — 2007
MS, Management, Marketing Concentration
Lasell College 2003 — 2006
BS, Business
CBIZ January 2015 - Present
CBIZ March 2013 - Present
CBIZ April 2009 - February 2013
CBIZ October 2007 - March 2009
True Manufacturing August 2006 - September 2007
Skills
Personnel Management, Human Resources, Benefits Administration, Employee Benefits, Employee Relations, Performance Management, HRIS, Payroll, Recruiting, Onboarding, Deferred Compensation, Talent Management
Education
Lindenwood University 2002 — 2006
Bachelor's degree, Public Management
Lindenwood University 2002 — 2006
Bachelor's degree, Political Science
St. Charles West
Fidelity Investments November 2010 - Present
Fidelity Investments April 2013 - March 2014
Fidelity Investments April 2012 - March 2013
Fidelity Investments May 2011 - April 2012
Fidelity Investments October 2010 - April 2011
CBIZ June 2008 - August 2008
CBIZ Financial Services, Inc. March 2007 - August 2007
Education
Miami University 2005 — 2009
Bachelor's, Finance, Economics
Miami University Study Abroad 2008 — 2008
International Business/Economics, International Business
CBIZ April 2015 - Present
CBIZ Life Insurance Solutions, Inc September 2008 - April 2015
CBIZ Life Insurance Solutions, Inc September 2007 - September 2008
Gap Inc. August 2005 - September 2007
Skills
Account Management, Case Managment, Insurance, Liability, Term Life Insurance, Customer Service, Life Insurance, New Business Development, Underwriting, Research, Financial Services, Microsoft Office, Policy
Education
Michigan State University 1999 — 2003
Bachelor, Journalism/Public Relations
Kronos March 2015 - Present
CBIZ August 2013 - Present
Certified Appraisal Network April 2012 - August 2013
TALX September 2008 - April 2012
Vision Builders, LLC June 2000 - September 2008
The Hillemann Law Firm, LLC August 1999 - May 2003
Skills
Proficient in Windows,..., Completed Achieve..., Microsoft Office, Sales, New Business Development, Team Building, Account Management, Project Management, Process Improvement, Customer Service, Strategic Planning, Microsoft Excel, PowerPoint, Team Leadership, Contract Negotiation, Direct Sales, Public Speaking, Recruiting, Customer Service..., Training, CRM, Leadership, Management, Sales Management, Human Resources
Education
Lindenwood University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lindenwood University 2000 — 2004
Master's degree, Human Resources Management/Personnel Administration, General
Modacto August 2015 - Present
CBIZ MHM, LLC August 2014 - August 2015
CBIZ April 2013 - August 2014
Pilates and Personal Training Studio December 2012 - March 2013
American Cancer Society July 2012 - November 2012
Secura Consultants August 2010 - July 2012
Secura Consultants June 2010 - July 2012
Life Time Fitness February 2010 - August 2010
Minneapolis Heart Institute Foundation August 2009 - February 2010
MSU Student Newspaper, Mankato, MN January 2009 - May 2009
Skills
Social Media, Public Relations, Blogging, Facebook, Newsletters, Fundraising, Marketing, Community Outreach, Advertising, Public Speaking, Training, Recruiting, Event Planning, Social Media Marketing, Marketing Communications, Coaching, Microsoft Office, Social Networking, Customer Service, Press Releases, Health and Wellness, Twitter, Convio, Salesforce.com, InDesign, Photoshop, Online Marketing, Sales, Lead Generation, Management
Education
University of St. Thomas
Certified Professional Project Manager
Minnesota State University, Mankato 2004 — 2009
Bachelor's degree, Mass Communications/Marketing
Chaska High School 2002 — 2004
Prometheus Laboratories Inc., A Nestlé Health Science Company January 2013 - Present
CHC/Vista Clinical Diagnostics September 2011 - November 2012
Publicis Touchpoint Solutions/AstraZeneca October 2010 - September 2011
Takeda Pharmaceuticals, Inc February 2003 - June 2010
CBIZ November 2001 - January 2003
IAC October 2000 - October 2001
Technical Recruiter June 1999 - September 2000
Skills
Pharmaceuticals, Diagnostics, medical sales, Gastroenterology, Laboratory, Account Management, Cold Calling, Specialty Sales..., Presidents Club, award winner, Top Producer, Clinical Pathology, Internal Medicine, OB/GYN, Pharmaceutical Industry, Medical Sales
Education
Kent State University 1993 — 1998
Bachelor of Arts, Rhetoric and Communications
Bryan High School Bryan, OH 1989 — 1993
CBIZ October 2012 - Present
Northwestern Mutual 2003 - 2013
Northwestern Mutual June 2000 - October 2012
Skills
Employee Benefits, Disability Insurance, Benefits Administration, 401k, Employee Relations, Insurance, Life Insurance, Human Resources, Health Insurance, Health Savings Accounts, Telemedicine, Medical Gap Insurance, Retirement, Management, Long-term Care, Fixed Annuities, Term Life Insurance, Long Term Care Insurance, COBRA, Workers Compensation
Education
Middle Tennessee State University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ezell Harding Christian School
Nestlé September 2015 - Present
Environmental Recruiting Services, LLC. March 2009 - Present
KellyOCG March 2015 - August 2015
ADP October 2010 - October 2012
Contractor July 2006 - April 2009
Contract Recruiter 2003 - 2009
Florida Power and Light (FPL) June 2007 - September 2008
FPL 2007 - September 2008
CBIZ February 2007 - June 2007
Bureau Veritas September 2006 - December 2006
Skills
Recruiting, Management, Hiring, Sourcing, Human Resources, Applicant Tracking..., Talent Acquisition, Talent Management, Environmental Awareness, Contract Recruitment, Interviews, Technical Recruiting, Internet Recruiting, Employee Relations, Contract Negotiation, College Recruiting, Team Building, Cold Calling, Temporary Placement, EHS, Temporary Staffing, Hazardous Waste..., Waste, Sustainability..., Environmental Compliance, Recycling, Remediation, Waste Management, Staffing Services, Renewable Energy, Energy, Onboarding, Environmental..., Environmental Impact..., Screening Resumes, Environmental Consulting, Business Development, Engineering, Strategic Planning, Executive Search, Benefits Negotiation, Permanent Placement, Environmental..., Water, Benchmarking, Employee Training, Sustainability, Performance Management, Contract Management, Environmental Issues
Education
Lynn University
Bachelor of Science (BS)
HG&K, Ltd. November 2007 - Present
CBIZ December 1997 - November 2007
Skills
Tax, Accounting, Benchmarking, Quickbooks, Tax Preparation, Financial Analysis, Auditing, GAAP, CPA, QuickBooks, Corporate Tax, General Ledger, Income Tax, Financial Reporting, Financial Accounting, Financial Statements, Internal Controls, Small Business, Managerial Finance, Cost Accounting
Education
Minnesota State University, Mankato 1993 — 1997
BS, Accounting
Operation Food Search December 2014 - Present
SFW Partners, LLC (Formally Shapiro Flom & Company LLC) January 2009 - November 2014
CBIZ January 2006 - December 2008
Skills
Construction Accounting, Non-profits, Accounting, Financial Reporting, GAAP, Audit, Quickbooks, Internal Controls, Auditing, Tax, Tax Preparation, Audits of Employee..., Business Valuation, QuickBooks, Corporate Tax, CPA, Financial Statements, Partnership Taxation, External Audit, SEC filings, Accounts Receivable, US GAAP, Financial Accounting, Nonprofits, Revenue Recognition, Account Reconciliation, Financial Audits, Tax Research, Journal Entries, Financial Analysis, Assurance, Tax Advisory, S Corporations, Accounts Payable, Consolidation, Tax Returns, Fixed Assets, Variance Analysis, ProSystem fx Tax, Peachtree, Sales Tax, Tax Accounting, Accountants, Bookkeeping, Forensic Accounting, General Ledger, IRS, Income Tax
Education
Kansas State University 2004 — 2005
MACC, Accounting and Business
University of Missouri-Saint Louis 1999 — 2003
Bachelors, Accounting
Parkway North 1995 — 1999
CBIZ May 2012 - Present
Community Insurance Consultants, LLC July 2009 - May 2012
Chubb Group 2007 - 2009
Zurich 2001 - 2007
Zurich Financial Services 2001 - 2006
Chubb Group 1999 - 2001
Education
Kansas State University
Bachelor of Science, Sociology
CBIZ June 2014 - Present
Tegrit Group May 2008 - June 2014
Escott & Company, LLC May 2007 - April 2008
Green Family YMCA December 2004 - April 2007
Skills
Microsoft Excel, Accounting, Microsoft Office, Business Analysis, Process Improvement, Budgets, Strategic Planning, Auditing, Customer Service, Data Analysis, Defined Benefit, Retirement Planning, Retirement, ERISA, Long-term Customer..., Analysis, Leadership, Employee Benefits
Education
Malone College 2001 — 2005
Bachelor's degree, Accounting and Business Admin.
CBIZ September 2012 - Present
475 Esquire Toppers Credit Club April 2014 - Present
Jerry D'Amato Charity Foundation 2006 - Present
BDO Consulting December 2008 - September 2012
BDO Consulting December 2008 - September 2012
BDO Seidman January 2006 - December 2008
CIT 2003 - 2004
Skills
Forensic Accounting, SEC filings, GAAP, Financial Reporting, Accounting, US GAAP, Internal Controls, Auditing, Financial Analysis, Business Valuation, Due Diligence, Assurance, Restructuring
Education
Manhattan College 2002 — 2006
Bachelor of Science, Accounting
Saint Thomas Aquinas College 1999 — 2002
NRHS
JRZ Construction January 2013 - Present
Independent Living Design January 2009 - Present
DRM Labs, inc. February 2008 - November 2009
Consolidated Restaurant Operations January 2004 - February 2008
Pet Applause 2003 - 2004
CBIZ 1998 - 2000
Power Smoothie 1993 - 1998
Rhone-Poulenc Rorer 1992 - 1993
NCR 1990 - 1992
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Marketing
Loyola University New Orleans 1985 — 1989
BBA, Finance
CBIZ January 2015 - Present
Skills
Information Security, CISA, CISSP, IT Audit, ERP, Security, Information Technology, Network Security, Risk Management, Risk Assessment, Networking, Enterprise Software, Integration, Management, Sarbanes-Oxley Act, Project Management, Program Management, Disaster Recovery
Education
Malone University 1997 — 1998
BA
Stark State Technical College 1981 — 1984
AA
Dawson Consulting Group January 2010 - Present
QBA August 2002 - February 2010
CBIZ June 1995 - July 2002
Springs Industries September 1983 - June 1989
Skills
Employee Benefits, Strategic Planning, Insurance, Organizational..., Mergers, Management Consulting, HRIS, Deferred Compensation, Succession Planning, Performance Management, Talent Management, Employee Relations, Health Insurance, Leadership Development, New Business Development, Financial Analysis, Human Capital, Due Diligence, Change Management, Team Building, Retirement Planning, Workforce Planning, Strategy, Executive Management, Process Improvement, Workers Compensation, Underwriting, Talent Acquisition, Policy, Employee Engagement, Risk Management, Human Resources, Management, Project Planning, Coaching, Disability Insurance, Recruiting, Onboarding, Training, Leadership, Personnel Management, Property & Casualty..., Casualty, Commercial Insurance, Brokers, Health Savings Accounts, Benefits Administration
Education
LIU Brooklyn 1979 — 1983
BS, International Business
HDT Global October 2008 - Present
The Kennedy Group August 2004 - October 2008
Allstate Mortgage 2001 - 2004
Allstate Home Mortgage 2001 - 2004
ashm 2001 - 2004
cpc 2001 - 2004
dataservenet 2001 - 2004
phase iii 2001 - 2004
ntac 2001 - 2004
cbiz 2001 - 2004
Skills
Windows, IT Management, Strategic Planning, Process Improvement, Product Development, Backup Exec, Project Management, Integration, SQL, Program Management
Education
Lakeland Community College 1987 — 1998
Kent State University 1987 — 1989
Pallay Financial Consulting June 2015 - Present
CTPartners November 2014 - June 2015
CBIZ April 2007 - November 2014
CBIZ MHM, LLC April 2007 - April 2009
Progressive Insurance 2001 - 2007
Deloitte 1999 - 2001
Skills
Financial Analysis, Financial Reporting, Financial Services, Auditing, Finance, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Accounting, GAAP, Corporate Finance, Due Diligence, SEC filings, Internal Audit, CPA, External Audit, Variance Analysis, Financial Statements, Revenue Recognition, SEC Filings
Education
Kent State University 1995 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
SKW North America (Affival, Inc. & ESM Group, Inc.) January 2015 - Present
Affival, Inc. August 2013 - December 2014
SEEGRID August 2012 - August 2013
SEEGRID June 2010 - August 2012
TUDI Mechanical Systems, inc. May 2009 - March 2010
McCrory & McDowell LLC September 2008 - April 2009
CBIZ June 2006 - August 2008
Skills
Auditing, Tax, Journal Entries, Financial Reporting, Accounting, Budgets, GAAP, Financial Analysis, Financial Accounting, General Ledger, Sarbanes-Oxley Act, QuickBooks, Tax Accounting, Microsoft Excel, Management, Internal Controls, Finance, Accounts Receivable, Accounts Payable
Education
John Carroll University 2003 — 2007
Bachelor's, Accountancy
Gilroy Prep School, Navigator Schools August 2011 - Present
Centennial Recreation Center, Senior Center August 2008 - August 2011
CBIZ 2005 - 2007
California State University, Monterey Bay 2003 - 2005
Skills
Microsoft Office, Customer Service, Event Planning, Microsoft Excel
Education
Kansas State University 1992 — 1994
Bachelor of Science, Mass Communications/Public Relations
CBIZ May 2007 - Present
Protiviti 2005 - 2007
RSM McGladrey 2000 - 2005
BDO Seidman LLP 1990 - 2000
Skills
Due Diligence, Mergers, Risk Management
Education
La Salle University
Creative Health Capital, LLC, ("CHC") 2007 - Present
WellSpring Valuation, Ltd. 2001 - 2006
CBIZ 1997 - 2000
Valuation Counselors 1996 - 1998
Skills
Valuation, Mergers, Financial Analysis, Debt, Private Equity, Start-ups, Real Estate Development, Healthcare, Business Planning, Due Diligence, Real Estate, Business Development, Joint Ventures, Investments, Mergers & Acquisitions, Financial Services, Financial Modeling, Asset Management, Portfolio Management, Corporate Finance, Executive Management, Finance, Restructuring, Financial Advisory, Investment Banking, Capital Markets, Corporate Development, Acquisitions, Funding, Financial Structuring, Real Estate Economics, Loans, Structured Finance, Business Valuation, Credit, Credit Analysis, Leveraged Finance, Management, Strategic Planning, Strategy, Leadership, Budgets, Consulting
Education
Realtors Real Estate School
IL Licensed Real Estate Broker, Real Estate, IL Licensed Real Estate Broker
McMaster University 2000 — 2003
Honours B.A.
The University of British Columbia / UBC 1994 — 1996
Bachelor's Degree, Bachelor of Arts & Science
New Trier 1990 — 1994
High School Diploma
CBIZ December 1998 - Present
Knight Ridder May 1983 - December 1998
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, Tax, GAAP, Nonprofits, Sarbanes-Oxley Act, Process Improvement, Financial Statements, QuickBooks, Financial Analysis, Employee Benefits, Accounts Receivable, Outlook, General Ledger, Accounts Payable, Payroll, Finance, Invoicing
Education
Missouri Southern State University 1978 — 1982
BSED, Education
Independent Consultant Professional February 2010 - Present
CBIZ 2005 - 2010
INNOVATIVE MAGNETICS 2001 - 2005
Communication Technology for Business 1999 - 2001
West Pharmaceutical Services 1992 - 1998
McGRAW-HILL, INC. 1985 - 1991
Skills
Auditing, Financial Analysis, IT Audit, Sarbanes-Oxley, Risk Assessment, Financial Audits, Analysis, Consolidation, Access, Software Documentation, Budgets, Accounts Payable, Account Reconciliation, Cash Flow, Finance, Accounts Receivable, Financial Accounting, Business Process..., Governance, Mergers, US GAAP, Cost Accounting, Disaster Recovery, Project Planning, Risk Management, Forecasting, Mergers & Acquisitions, CRM, External Audit, Leadership, Strategy, COBIT, Executive Management, General Ledger, Corporate Governance, Sarbanes-Oxley Act, Payroll, CISA, Acquisition Integration, GAAP, Management, CPA, Human Resources, Essbase, Security, IT Strategy, SAP, Strategic Financial..., Financial Risk, Integration
Education
New Jersey Institute of Technology 1990 — 1993
MS, Finance
Kean University 1979 — 1983
BS, Accounting
CBIZ August 1999 - Present
CBIZ MHM, LLC 1999 - Present
Education
La Salle University 1994 — 1997
Sarah Edgar Photography 2011 - Present
Navarre Corporation May 2008 - February 2010
Life Time Fitness May 2006 - May 2008
CBIZ January 2006 - April 2006
Mayo Clinic February 2003 - May 2005
Skills
Accounting, Photos, Microsoft Office, Leadership, Customer Service, Team Building, Microsoft Excel, Financial Analysis, Budgets, Process Improvement, Microsoft Word, Management
Education
Metropolitan State University 2003 — 2006
Bachelor of Applied Science (BASc), Accounting
AT&T Mobility 2002 - Present
PricewaterhouseCoopers 2000 - 2002
CBIZ 1997 - 2000
Skills
Financial Reporting
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2006
MBA
CBIZ MHM, LLC January 2014 - Present
CBIZ May 2007 - Present
RSM McGladrey 2005 - 2007
American Express Tax and Business Services 2000 - 2005
Hausser + Taylor 1976 - 2000
Skills
Due Diligence, Accounting, Tax, US GAAP, Mergers & Acquisitions, Management, GAAP, Financial Analysis, Income Tax, CPA, Financial Reporting, Internal Controls, Auditing, Business Valuation, Corporate Tax
Education
Kent State University 1968 — 1972
Bachelor of Business Administration (BBA), Accounting
Mayer Hoffman McCann P.C. July 2015 - Present
CBIZ MHM, LLC February 2007 - Present
Mayer Hoffman McCann P.C. 2007 - Present
CBIZ 2007 - Present
KPMG 2002 - 2007
Arthur Andersen, LLP 1994 - 2002
Skills
Financial Statement..., Financial due diligence, SEC Reporting, LIFO Inventory..., Manufacturing Industry..., Retail Industry..., Auditing, Accounting, Manufacturing, Internal Controls, US GAAP, Financial Accounting, CISA, CPA, Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, External Audit, General Ledger, Revenue Recognition, Financial Statements, Assurance, Big 4, COSO, Business Valuation, Certified Fraud Examiner, Consolidation, Cost Accounting, Finance, Financial Analysis, IPO, SEC Filings
Education
Marquette University 1980 — 1984
B.S., Accountancy
Marquette University 1980 — 1984
Bachelor of Science (BS), Accounting
CBIZ May 2001 - Present
Skills
Employee Benefits, Solution Selling, Account Management, Strategic Planning, Health Insurance, Sales, Business Development, New Business Development, Direct Sales, Brokers, Employee Relations, COBRA, Disability Insurance, Life Insurance, Dental Insurance, FSA, Employee Wellness
Education
Johnson County Community College
National American University December 2010 - Present
Dalton State College August 2010 - May 2012
Writtencopy.com July 2007 - May 2012
CBIZ April 2008 - December 2010
Around Town Publishing October 2007 - April 2008
The Lawandales Group October 2006 - October 2007
Lifetouch Portrait Studios June 2003 - September 2006
Skills
Adobe Acrobat, Ap Style, InDesign, Microsoft Word, Editing, Copy Editing, Creative Writing, Proofreading, Blogging, Copywriting, Web Content, Technical Writing, Newsletters, Social Media, Press Releases, Public Speaking, Event Planning, Public Relations, Research, Facebook, Advertising, Editorial, AP Style
Education
Kennesaw State University 2008 — 2009
M.A., Professional Writing
CBIZ MHM, LLC January 2014 - Present
CBIZ September 2007 - December 2013
Finucane Enterprises February 2006 - September 2007
Education
University of Missouri-Kansas City 2003 — 2004
Masters, Accounting
Kansas State University 1999 — 2003
Business, Accounting
University Hospitals February 2013 - Present
University Hospitals January 2011 - January 2013
University Hospitals October 2007 - January 2013
Novus Clinic 2005 - 2007
University Hospitals of Cleveland 2005 - 2005
Medina General Hospital 2002 - 2005
CBIZ 1999 - 2002
Akron Children's Hospital 1999 - 1999
Skills
Healthcare, Marketing Strategy, Public Relations, Marketing, Media Relations, Event Planning, Direct Marketing, Advertising, Account Management, Event Management, Fundraising, Business Development, Management, Strategy, Leadership, CRM, Internal Communications, Budgets, Public Speaking, Community Outreach, Sales, Marketing Communications, Strategic Planning, Team Building, Training, Newsletters, Hospitals
Education
Kent State University 1995 — 1999
BS, Public Relations with concentration in Marketing
BJC HealthCare August 2010 - Present
BJC HealthCare May 2010 - August 2010
selfemployed September 2008 - May 2010
Sisters of Mercy Health System January 2007 - September 2008
Express Scripts July 2003 - November 2006
Deutsche Financial Services January 2002 - November 2002
selfemployed August 2001 - December 2001
CBIZ January 2001 - July 2001
Oracle December 1997 - January 2001
selfemployed March 1993 - December 1997
Education
Kansas State University 1974 — 1978
BS, Computer Science
Kansas State University 1974 — 1978
BS, Accounting
Scidera, Inc. March 2011 - Present
PPC, Inc. 2004 - 2011
Worth Capital July 2003 - December 2004
CBIZ January 1999 - June 2003
Skills
CPA, US GAAP, Internal Controls, Financial Reporting, GAAP, Corporate Tax, SEC filings, Mergers & Acquisitions, Due Diligence, SEC Filings
Education
Kent State University 1988 — 1993
BA, Accounting
Belisle Viens Associates PC January 2012 - January 2013
Richey May & Co. 2011 - May 2012
CBIZ January 2004 - June 2009
Skills
Tax Research
Education
Luther College
Accounting
University of Colorado Boulder
MS Accounting
CBIZ August 1986 - Present
Skills
Employee Benefits, 401k, Benefits Administration, COBRA, Health Insurance, Health Savings Accounts, Disability Insurance, Insurance, Onboarding, Employee Relations, Workers Compensation, Executive Pay, HRIS, Deferred Compensation, FMLA, Succession Planning, Human Resources, Performance Management, Talent Management, Employee Engagement
Education
McDaniel College 1982 — 1986
BS, Sociology
Northfield Mount Hermon 1981 — 1982
Ernst & Young August 2010 - Present
Designs By Deneen 2007 - Present
Lasell College 2001 - Present
Beijo Bags October 2008 - April 2011
CBIZ March 2009 - October 2009
Facing Our Journey Ministries 2008 - 2009
Ernst & Young September 2007 - August 2008
Professional Nanny 2006 - 2008
Fisher College September 2005 - June 2006
Skills
Organizational..., Event Planning, Supervisory Skills, Microsoft Office, Excel, Event Management, Word, Customer Service, PowerPoint, Problem Solving, Teamwork, Administration, Microsoft Excel, Time Management, Program Management
Education
Lasell College 2005 — 2007
MSM, Business: Elder Care Mgmt
LHS
HIgh School Diploma
GeoComm December 2010 - Present
ProcessPro software September 2009 - December 2010
Komo Machine/CIM-Tech May 2005 - February 2009
Quali-Tech October 2002 - May 2005
CBIZ July 2001 - August 2002
Skills
C#, ASP.NET, SQL Server, Visual Basic, T-SQL
Education
Metropolitan State University 2000 — 2001
Bachelor of Science, Computer Science
Center Academy September 2006 - Present
CBIZ June 2002 - June 2006
Walsh Jesuit High School June 1996 - July 2002
Skills
Organizational..., Leadership Development, Classroom
Education
Kent State University
BS, Education
Kent State University
EDS &MS, Educational Administration
National Association of Basketball Coaches July 2008 - Present
Keller Graduate School of Management January 2009 - July 2015
CBIZ February 2007 - July 2008
Mayer Hoffman McCann / CBIZ 1994 - 2000
Skills
CPA, Due Diligence, Budgets, Public Speaking, Accounting, Strategic Planning, Forensic Accounting, Financial Analysis, Mergers
Education
University of Kansas - Graduate School of Business 2005 — 2007
MBA, Business
Kansas State University 1987 — 1991
BS, Accounting
CBIZ January 1994 - Present
CBIZ MHM, LLC 1994 - Present
Skills
ERISA, Employee Benefit Plan..., Audits of Employee..., Employee Benefits, SEC filings, GAAP, CPA
Education
Rockhurst University 1992 — 1994
BSBA, Accounting
Millikin University
Quincy Notre Dame
CBIZ June 2013 - Present
Westar Energy September 2001 - March 2013
Skills
Commodity Markets, Visio, Energy Markets, Energy, Project Planning, Strategic Planning, Business Process..., Team Building, Process Improvement, Smart Grid, Demand Response, Regulatory Affairs, Electricity Markets, NERC, Natural Gas, Power Generation, Electric Power, Risk Management
Education
Kansas State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kansas State University
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
CBIZ June 1998 - Present
Schweitzer Rubin Karon & Bremer September 1988 - June 1998
Olson & Barta Ltd CPA January 1985 - September 1988
Skills
Auditing, Process Improvement, Sarbanes-Oxley Act, Network Administration, Internal Audit, Customer Service, Budgets, Data Analysis, Financial Audits, Windows Server, Microsoft Office, Data Warehousing, Microsoft Exchange, Help Desk Support, Accounting Applications, Strategic Planning, Microsoft Excel, Management, Financial Accounting, GAAP
Education
Minnesota State University, Mankato 1980 — 1984
BS, Accounting
Maple Heights Board of Education December 2012 - Present
Private CPA firms and Start-up LLCs May 2012 - Present
Sankofa Fine Art Plus December 2011 - June 2013
Huntington National Bank February 2011 - September 2011
Huntington National Bank March 2005 - January 2011
Huntington National Bank February 2003 - March 2005
Hilton Hotels Worldwide April 2000 - August 2001
CBIZ 1997 - 1999
PricewaterhouseCoopers 1994 - 1995
Skills
Financial Reporting, Financial Analysis, Loans, Commercial Banking, Portfolio Management, Banking, Underwriting, Training, Commercial Lending, Credit, Coaching, Auditing, Strategic Planning, Leadership, Recruiting, Analysis, Management, Credit Analysis, Budgets, Accounting, Financial Risk, Investments
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
MPM, Project Management, 4.0
Kent State University - Graduate School of Management 1992 — 1994
MSAcct, Masters of Science - Accounting
Ohio University 1985 — 1990
BSEE, Bachelor of Science Electrical Engineering
Hathaway Brown School 1979 — 1985
HS Diploma, College Preparatory
CBIZ Payroll October 2006 - Present
CBIZ 2000 - Present
Skills
New Business Development, COBRA, Sales Process, Account Management, Salesforce.com, Solution Selling, Lead Generation, Cold Calling, Direct Sales, Selling, SaaS, Sales Presentations, Business Development, Sales, Employee Benefits, Strategic Partnerships, Leadership, Strategic Planning, Sales Management, Sales Operations, Strategy, Insurance, Team Building, Marketing Strategy, Training, Management, Small Business, CRM, Marketing, Human Resources, Start-ups, Benefits Administration
Education
Marquette University 1989 — 1993
Business, International Business, Marketing
Vermillion State Bank June 2014 - Present
CBIZ January 2013 - June 2014
Payroll Control Systems December 2007 - December 2012
Ameriprise Financial Services, Inc. October 2006 - December 2007
Piper Jaffray October 2004 - September 2006
Piper Jaffray March 2002 - October 2004
Skills
Payroll Processing, Payroll, General Ledger, Customer Service, Human Resources, Microsoft Office, Accounts Payable, Sales, Analysis, Finance, Training, Process Improvement, Account Management, Microsoft Excel, Employee Relations, Time Management
Education
University of St. Thomas 1999 — 2001
Bachelor of Science (BS), Business Administration - Finance
Marquette University 1999 — 1999
Business Administration
University of Minnesota-Duluth 1996 — 1998
CBIZ July 2008 - Present
RSM McGladrey January 2008 - May 2008
Skills
Business Valuation
Education
Kent State University 2004 — 2008
Bachelor's, Finance, Accounting
The University of Akron
Master's Degree, Finance, General
CBIZ July 2014 - Present
Paychex September 2005 - July 2014
Airgroup 1996 - 2005
US Foods 1995 - 1999
Road Runner Sports 1992 - 1994
Skills
Retirement Services, PEO, 401k, Retirement Planning, Business Planning, Small Business, Sales, Employee Benefits, Human Resources, Cold Calling, Account Management, Salesforce.com, Management, Customer Retention, Customer Service, Team Building, Strategic Planning, Leadership, Payroll, New Business Development, Sales Process, Sales Management, Sales Presentations, Sales Operations, Consulting, Marketing, Employee Relations, Mutual Funds, Retirement, Workers Compensation, Benefits Administration, Financial Advisory, Finance
Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance/Marketing
Notre Dame High School - Riverside, CA
St Hyacinth's Academy
Elementary School
Teleflex January 2014 - Present
De Lage Landen March 2012 - October 2013
CBIZ April 2010 - December 2011
NELSON October 2005 - April 2010
Kitchen & Associates Architectural Services, PA July 2001 - October 2005
Greene & Company January 2001 - May 2001
Skills
Project Management, Writing, Internal Communications, Corporate Communications, Employee Engagement, Social Media, Marketing Communications, Event Planning, Press Releases, Proposal Writing, Proposal Production, Market Research, Microsoft Office Suite, Newsweaver, Wordpress, SharePoint, InDesign, Salesforce.com, Visio, Macintosh and PC...
Education
Lafayette College 1997 — 2001
Bachelor of Arts, English major, Anthropology & Sociology minor
Enercon Services January 2011 - Present
Card Compliant June 2009 - December 2010
CBIZ February 2007 - May 2009
Deloitte April 2006 - February 2007
Kansas City Power & Light August 1993 - March 2006
Kansas City Power & Light November 1988 - July 1993
Skills
Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Customer Service, Project Management, Microsoft Word, Access, Social Media, Windows, Administrative..., Staff Supervision, Analysis, Program Management, Budgets, Contract Management, Energy, Human Resources, Engineering
Education
Career Track
Adult and Continuing Education Administration
Johnson County Community College
Business Administration and Management, General
Rockhurst University
Adult and Continuing Education Administration
CBIZ August 2015 - Present
American Appraisal Associates April 2001 - April 2015
Skills
Microsoft Word, Microsoft Excel, VBA, PowerPoint, Adobe Acrobat, Visio, Visual Studio, Outlook, SharePoint, OneNote, Management, Business Process..., Pivot Tables, Computer Software..., Microsoft Office..., Process Automation, Staff Development, Statistical Data..., Financial Analysis
Education
University of Wisconsin-Milwaukee 2015 — 2015
Project Management Certificate
Lakeland College
Bachelor of Arts (B.A.), Computer Science / Business Administration
Arizona Hospital and Healthcare Association April 2013 - Present
Abrazo Community Health Network October 2008 - April 2013
Nouveau Riche University November 2007 - October 2008
Abrazo Community Health Network January 2006 - November 2007
SIRVA Worldwide Relocation & Moving July 2003 - August 2004
Sirva Relocation July 2003 - August 2004
Sirva Relocation November 2000 - July 2003
CBIZ January 2000 - November 2000
CBIZ August 1999 - January 2000
Deloitte January 1998 - August 1999
Skills
Internal Controls, Accounting, Auditing, General Ledger, Account Reconciliation, Variance Analysis, Payroll, Fixed Assets, Financial Statements, Internal Audit, GAAP, Accounts Payable, Invoicing, Cash Flow, Journal Entries, Budgets, Process Improvement, Finance, QuickBooks, Accruals, Human Resources, PeopleSoft, Accounts Receivable, US GAAP, Hyperion Enterprise, External Audit, SEC filings, Financial Analysis, Forecasting, Sarbanes-Oxley, Sarbanes-Oxley Act, Software Documentation, CPA, Balance, Management, Access, Tax, Financial Reporting, Financial Accounting, Training, Managerial Finance, Data Analysis, Cost Accounting, Analysis, Movex, Expenses, Revenue Recognition, Policy, Fixed Asset Management, Revenue Cycle
Education
John Carroll University 1995 — 1997
BSBA, Accounting
Beacon Bridge Wealth Partners November 2013 - Present
CBIZ June 2006 - June 2012
CBIZ Life Insurance Solutions June 2006 - February 2012
Commonwealth Investment Mgmt Group/Commonwealth Benefits June 2004 - June 2006
Skills
Account Management, Insurance, New Business Development, Direct Sales, Sales, Sales Management, Employee Benefits, Customer Service, 401k, Networking, Managed Services, Telecommunications, Licensed Life & Health..., Series Licensed
Education
Mansfield University of Pennsylvania
Camden CountyTechnical School October 2013 - Present
One Bright Ray,Inc. September 2009 - Present
CBIZ February 2004 - February 2008
Weekly Reader December 1993 - February 1996
Skills
Teaching, Staff Training, Team Leadership
Education
Rider University
Special Education Certification, Special Education and Teaching
Rider University 2006 — 2010
Masters, Art of Teaching
Mercer County Community College 2004 — 2006
Associates, Education
Ashton Staffing-(IES & Dickerson Agency) September 2014 - Present
Kennesaw State University January 2015 - Present
Cobb and Douglas Public Health January 2015 - May 2015
CBIZ May 2008 - September 2014
Publix Super Markets March 2006 - July 2008
Kennesaw State University January 2008 - May 2008
Skills
Customer Service, Data Entry, Health Insurance, Process Improvement, Microsoft Excel, Marketing, Event Planning, Strategic Planning, Healthcare, HIPAA, Medicare, Healthcare Management, Healthcare Information..., Revenue Cycle, Managed Care, Time Management, Microsoft Office, Nonprofits, Outlook, Leadership, Public Speaking, Social Media, Research, Microsoft Word, Community Outreach, Training, Micro, PowerPoint, Team Building, Coaching, Event Management
Education
Kennesaw State University 2010 — 2015
Bachelor of Science (B.S.), Integrative Studies-Health Promotion and Communication
Alvarez & Marsal June 2012 - Present
CBIZ December 2004 - June 2012
WeiserMazars LLP January 2003 - December 2004
FTI Consulting September 2000 - January 2003
Skills
Financial Modeling, Valuation, Financial Analysis, Accounting, Due Diligence, Restructuring, Management Consulting, Strategy, Finance, Business Valuation, Analysis, Forecasting, Financial Reporting, Strategic Planning, Executive Management, Asset, Credit, Bankruptcy, Financial Advisory, Business Strategy, Investments, Asset Management, Economics, Portfolio Management, Derivatives, Financial Planning, Options, Capital, Private Equity, Debt, Equities, Venture Capital, Capital Markets, Operational Planning, Operational Excellence
Education
Rice University - Jesse H. Jones Graduate School of Management 1998 — 2000
MBA, Finance, Consulting, 3.8 / 4.0 GPA
New Jersey Institute of Technology 1992 — 1996
Bachelor of Science (B.S.), Civil Engineering
Isolite Corp 2004 - Present
CBIZ 1998 - 2003
Jones Hayward & Lenzi CPA's 1987 - 1998
Education
La Salle University 1989 — 1992
Masters, MBA
Villanova University 1983 — 1987
Accounting
PwC July 2013 - Present
Onur Marble & Granite June 2007 - Present
La Salle University January 2012 - May 2012
CBIZ January 2012 - April 2012
Sila Turkish Restaurant June 2005 - August 2006
Skills
Microsoft Excel, Financial Reporting, Auditing, Access, Financial Analysis, Tax, PowerPoint, Microsoft Word, Accounting, Sales, Financial Accounting, Finance, Time Management, QuickBooks
Education
La Salle University 2009 — 2013
Bachelor's degree, Accounting
La Salle University 2009 — 2013
Bachelor of Science, Business Administration; Accounting/International Business
Heatland Midwest, LLC January 2011 - Present
HCA July 2010 - December 2010
Bickford Senior Living May 2004 - May 2010
Penny's Concrete July 2000 - May 2004
CBIZ December 1999 - May 2000
Education
Washburn University 1997 — 1999
BBA, Accounting
Kansas State University 1993 — 1996
Osage City High 1989 — 1993
High School
CBIZ January 2014 - Present
CBIZ April 2011 - January 2014
Hooper Holmes April 2008 - April 2011
Chrysler Financial January 2006 - April 2008
Skills
Problem-solving, Creative thinking, computational skills, Thai language, Financial Analysis, Risk Management, Computation, Financial Reporting, Auditing, Leadership, Accounting, English, Insurance, Analytical Skills, International Business, Finance, Strategic Financial..., Forecasting
Education
University of Phoenix 2009 — 2010
Master of Accountancy, Accounting
Kansas State University 1995 — 2001
B.A., Economics
CBIZ January 2001 - Present
Education
La Salle University 1983 — 1987
Bachelor of Science in Business Administration, Accounting
Zaveta Custom Homes LLC April 2014 - Present
CBIZ November 2007 - July 2010
Nihill Riedley & Co October 2000 - November 2007
Skills
Accounting, GAAP, General Ledger, CPA, Tax Research, Revenue Recognition, Tax Accounting, SEC filings, US GAAP, Business Process..., Internal Controls, Financial Reporting, Financial Analysis, Auditing, Budgets, Sarbanes-Oxley Act, Forensic Accounting, External Audit, Tax, Tax Preparation, Corporate Tax
Education
Lebanon Valley College 1978 — 1982
BS, Accounting
Physicians Reference Laboratory April 2012 - June 2012
H&R Block December 2011 - January 2012
H&R Block October 2011 - December 2011
Providence Medical Center July 2011 - October 2011
Living Center December 2010 - February 2011
Comprehensive Professional Resources August 2008 - October 2009
CBIZ December 2005 - April 2007
CBIZ August 2005 - December 2005
Leavenworth Family Health January 2005 - May 2005
Renzenberger, Inc August 2002 - June 2004
Skills
Medical Coding, Talking to Insurance..., Finding Solutions to...
Education
Johnson County Community College 2004 — 2004
Technical Certificate, Medical Coding and Billing
Kansas City Kansas Community College 1998 — 2001
Did not graduate yet-2yrs, Social Work
Monsanto September 2013 - Present
CBIZ March 2012 - September 2013
CBRE, Inc. February 1999 - February 2012
Nooney, Inc. November 1997 - January 1999
Skills
Valuation, Commercial Real Estate, Leases, Event Planning, Microsoft Office, PowerPoint, Public Relations, Customer Service, Microsoft Word
Education
Maryville University of Saint Louis
Bachelor of Arts, Communications
CBIZ 2005 - 2012
HCA September 2003 - April 2005
Skills
Typing, 10 Key, Microsoft Office, Microsoft Excel, Adobe Acrobat, ERDAS Imagine, Amicus, Telecommunications, Team Building, Customer Service, Outsourcing Management, Office Management, Medical Billing, Medical Terminology, Accounts Receivable, Financial Accounting, Accounts Payable, Monarch Pro, Oral & Written..., Organizational..., Goal Oriented, Teamwork, Self-starter, Self Management, Self-driven
Education
University of Missouri-Kansas City 2000 — 2003
Bachelor of Arts (BA), General Studies
Longview Community College 1998 — 2000
Associate's degree, General Studies
The Babcock & Wilcox Company January 2014 - Present
Babcock & Wilcox May 2012 - December 2013
Babcock & Wilcox March 2005 - May 2012
CBIZ January 2002 - March 2005
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Auditing, Cash Flow Forecasting, Revenue Recognition, Project Accounting, Budgets, Due Diligence
Education
Kent State University - Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Kent State University 1996 — 2002
Bachelor's degree, Accounting and Finance
The Limited August 2014 - Present
Party Personnel May 2013 - Present
The Limited June 2014 - August 2014
The Limited June 2013 - June 2014
CBIZ May 2007 - August 2013
CBIZ March 2002 - April 2007
CBIZ May 2001 - February 2002
Pro Staff - Sprint PCS March 2000 - April 2001
US Army May 1992 - February 2000
Skills
Leadership, Teamwork, Hiring, Time Management, Driving Results, Spanish Fluency in both..., Oracle Applications, Merchandising..., Analytical Skills
Education
Emporia State University 2006 — 2009
Bachelor of Science (B.S.), Accounting
Johnson County Community College 2001 — 2006
Associate of Arts: Liberal Arts
Army Professional Leadership Development School 1994 — 1994
Leadership, Counseling and Strategy
CBIZ February 2014 - Present
Equifax, Inc October 2007 - February 2014
Missouri Historical Society August 2000 - October 2007
Education
Lindenwood University
Master's Degree, Human resource Management
Webster University
Master's Degree, Management and Leadership
DDR Corp. August 2007 - Present
CBIZ July 2005 - August 2007
MACK CONCRETE INDUSTRIES INC February 2004 - July 2005
Education
Kent State University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting