CBIZ, Inc.
Industry: Management services company
DescriptionHeadquarters: Cleveland, OH CEO: Jerome P Grisko Founded: 1987 Chief information officer: John Fleischer Subsidiaries: CMF Associates, LLC, SVPs: David J Sibits (Strategic Development, Financial Services), John Fleischer
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CBIZ, Inc. Employees
CBIZ, Inc September 1996 - Present
State of Maryland January 1994 - January 1996
Skills
Disability Insurance, Health Insurance, Employee Benefits, Insurance, Health Savings Accounts, COBRA, Health Care Reform, Brokers, Benefits Administration, Account Management, Open Enrollment, Medicare, Managed Care, Process Improvement, Payroll, Direct Sales, Term Life Insurance, Management, Selling, Life Insurance, New Business Development, Customer Service, Negotiation, Customer Retention, Claim, Sales, Strategic Planning, Healthcare, FMLA, Employee Relations, Sales Presentations, Consulting, Marketing, CRM, Relationship Management, Business, General Insurance, Competitive Analysis, Business Development, Sales Operations, Contract Negotiation, Business Planning, Start-ups, Customer Satisfaction, B2B, Investments, Analysis, Cross-functional Team...
Education
Allegany College of Maryland 1992 — 1994
Associate of Arts, Legal Technologies
Allegany College of Maryland
Associate of Arts (AA), Legal Technologies
Every Night's a Friday Night July 2014 - Present
CBIZ, Inc. August 2001 - July 2014
University Hospitals Health System July 1999 - July 2001
Akron General Medical Center January 1995 - July 1999
Medical Mutual of Ohio 1989 - December 1994
Mutual Health Services (Subsidiary of Med. Mutual of Ohio) 1986 - 1989
Sherwin Williams July 1979 - August 1986
Picker Corporation January 1977 - July 1979
Skills
Vendor Management, Mergers, Process Improvement, IT Strategy, Disaster Recovery, Integration, Strategic Planning, Cloud Computing, Business Analysis, Business Intelligence, Mergers & Acquisitions, Business Strategy, Governance, Cross-functional Team..., Change Management, ERP, SaaS, CRM, Business Process..., PMO, Project Management, Risk Management, Program Management, Consulting, Executive Management, Enterprise Software, IT Management, Strategy, Information Technology, Professional Services, Enterprise Architecture, SDLC, Project Portfolio..., Data Center, Business Process, Management Consulting, Outsourcing, Software Project..., Security, Leadership, SharePoint, Start-ups, Management, Requirements Analysis, Software Development, Team Leadership, PMP, Solution Architecture, Business Continuity, IT Audit
Education
Baldwin Wallace University 1984 — 1986
MBA, Business management
Albert Gallatin HS 1900 — 1901
HS, Academic
CBiz, Inc. July 2015 - Present
World Servants US September 2013 - July 2015
Accord Benefit Resources, Inc. December 2007 - July 2015
Burkwald & Associates, Inc. June 2005 - December 2007
Bethlehem Lutheran Church September 2001 - June 2005
Skills
Insurance, Employee Benefits, Customer Service, Account Management, Strategic Planning, Health Insurance, Team Building, Coaching, Public Speaking, Project Management, Marketing, Marketing Communications, Benefits Administration, Team Leadership, Microsoft Word, Process Improvement, Microsoft Excel, Healthcare, Human Resources, Teaching, Leadership Development, Microsoft Office, Organizational..., Leadership, Training, Social Media, Nonprofits, Staff Development, Research, Social Networking, Program Development, Outlook, Analysis, Fundraising, Volunteer Management
Education
Bethel Seminary-St. Paul 2011 — 2014
Master's Degree, Theological Studies
Jerusalem University College 2012 — 2012
Historical Sites of the Bible & Jesus and His Times
Cardinal Stritch University
Bachelor of Business Management
CBIZ, Inc. August 2002 - Present
Arthur Andersen April 1998 - November 2001
Skills
Marketing Communications, Budgets, Marketing Strategy, Strategic Planning, Brand Awareness, Direct Marketing, Salesforce.com, Lead Generation, Public Relations, Marketing, Email Marketing, Corporate Branding, Marketing Management, Advertising, B2B Marketing, Integrated Marketing, Social Media Marketing, Strategy, Market Research
Education
University of Illinois at Urbana-Champaign 1988 — 1992
B.S., Economics
Myers Industries June 2015 - Present
Myers Industries June 2013 - Present
Precision Castparts April 2012 - June 2013
Precision Castparts December 2008 - April 2012
Precision Castparts December 2006 - December 2008
Ernst & Young, LLP June 2005 - December 2006
CBIZ, Inc August 2003 - May 2005
CBIZ March 2001 - July 2003
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Analysis, Accounting, Business Process..., General Ledger, External Audit, Corporate Finance, Project Management, Management, Sarbanes-Oxley, Project Planning, Risk Assessment, Internal Controls, SEC filings, Financial Reporting, Account Reconciliation, GAAP, Business Process
Education
Grove City College 1996 — 2000
BS, Accounting
Cleveland State University 2001 — 2003
Master of Business Administration (MBA)
Brecksville-Broadview Hts. High School 1992 — 1996
College Prep, College Prep
MergerSouth, LLC a division of Applied Economics, LLC February 2015 - Present
CBIZ, Inc. April 2006 - January 2015
PricewaterhouseCoopers Securities, LLC January 1999 - June 2003
Morgan Keegan & Co Inc January 1996 - January 1999
Nationsbanc Securities September 1992 - December 1995
Skills
Valuation, Mergers, Investment Banking, Mergers & Acquisitions, Strategy, Financial Reporting, Fixed Income, Analysis, Banking, Real Estate, Options, Strategic Planning, Financial Advisory, Private Equity, Investment Properties, Due Diligence, Financial Modeling, Business Valuation
Education
University of Georgia - Terry College of Business 1990 — 1992
MBA, Corporate Finance, Banking
University of Virginia 1984 — 1988
Bachelor of Arts (B.A.), English
The Westminster Schools 1978 — 1984
Stop Aging Now, Inc. June 2012 - Present
DecisionHealth May 2008 - March 2012
Varsity Group Inc. March 2005 - April 2008
Knauss Foods January 2004 - February 2005
Berdon LLP October 2001 - November 2003
Goldstein Golub Kessler LLP March 2000 - October 2001
Phillips Hitchner Group 1998 - 2000
CBIZ Inc. 1997 - 1998
Shore & Azimov 1995 - 1997
Skills
Business Valuation, Data Mining, Corporate Finance, Financial Accounting, Financial Analysis, Financial Modeling, Cash Flow, M&A experience, M&A due diligence, Financial Operations, Forensic Accounting, CPA, MBA Finance, Forecasting Models, Financial Forecasting, systems integration, Managerial Finance, Budgets, SEC filings, Forecasting, Leadership, Strategic Financial..., Executive Management, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance, Statistics
University of Pittsburgh 1990 — 1994
Economics, Accounting
Moravian Academy
Friedman LLP October 2014 - Present
CBIZ MHM, LLC January 2009 - October 2014
ACCRETIVE SOLUTIONS (formerly HORN MURDOCK COLE) January 2005 - December 2008
CBIZ INC January 2000 - January 2005
CBIZ (f/k/a Mahoney Cohen) January 1998 - January 2000
Skills
Bankruptcy, Restructuring, Insolvency, Chapter 11, Chapter 7, Tax, Forecasting, Financial Statements, Financial Analysis, Accounting, Accounts Payable, Due Diligence, Internal Controls, Accounts Receivable, Forensic Accounting, Auditing, Teamwork, General Ledger, Finance, Financial Reporting, CPA, QuickBooks, SEC filings, Business Valuation, Valuation
Education
University at Albany, SUNY 1994 — 1998
Bachelor of Science, Accounting
CBIZ, Inc. February 2015 - Present
United Insurance Holding Corp May 2013 - Present
Lennar January 2008 - Present
TECO Energy July 2004 - Present
Florida Institute of CPAs 1983 - Present
Publix January 2003 - April 2015
Deloitte & Touche LLP 1965 - 2002
Skills
Strategic Planning, Financial Analysis, Due Diligence, Mergers, Budgets, Fundraising, Accounting, Public Speaking, Asset Managment, Contract Negotiation, Business Strategy, Strategy, Process Improvement, Policy, Mergers & Acquisitions, Management, Financial Reporting, Business Planning, Auditing, Management Consulting, Real Estate, Insurance, Asset Management, Analysis
Education
Ashland University 1961 — 1965
BS in BA, Accounting, Economics, and Philosophy
DFAS November 2010 - Present
CBIZ Network Solutions, LLC June 2005 - March 2010
CBIZ Network Solutions, LLC June 2005 - March 2010
CBIZ, Inc. September 2001 - June 2005
CBIZ, Inc. September 2001 - June 2005
CBIZ, Inc. January 2000 - September 2001
CBIZ September 1998 - September 2001
CBIZ, Inc. August 1998 - January 2000
Skills
Accounting, Financial Analysis, Forecasting, Internal Controls, Sarbanes-Oxley Act, General Ledger
Education
Cleveland State University 1993 — 1997
BBA, Accounting
Cleveland State UniversityAmerican Institute of Certified Public
BBA, 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
CBIZ, Inc. April 2012 - Present
Hardin Compliance Consulting, LLC March 2011 - April 2012
KeyBank Real Estate Capital August 2007 - August 2010
The InvestLinc Group November 2005 - August 2007
CBIZ, Inc. January 2004 - November 2005
KeyBank National Association September 1996 - January 2004
Skills
Mergers, Private Equity, Investments, Asset Managment, Corporate Governance, Hedge Funds, Mutual Funds, Securities, Equities, Investment Management, Risk Management, Banking
Education
University of Toledo College of Law 1991 — 1994
J.D., Law
Governors State University 1988 — 1990
M.A., Education
Miami University 1982 — 1986
B.S., Education
The Rees Group May 2015 - Present
CBIZ Inc January 1999 - May 2015
PacifiCare Health Systems Arizona Region-Phoenix January 1995 - January 1999
Washington National Insurance Co 1985 - 1996
Washington National Insurance Company January 1985 - July 1995
Washington National Insurance Company-Illinois Phoenix January 1985 - January 1995
Skills
Conference Speaking, Insurance, Employee Benefits, Benefits, Executive Management, Healthcare, Radio show Host, Health Insurance, Sales Operations, Mergers & Acquisitions, Public Speaking, Human Resources, Sales, Management, Training, Strategy, Budgets, Sales Management, Health Savings Accounts, Strategic Planning
Education
Florida State University 1978 — 1984
Bachelor of Science (B.S.), Psychology & Marketing
Robert E. Lee High School 1977 — 1978
HS Diploma, General Studies
CVR Energy, Inc. June 2013 - Present
CBIZ, Inc. October 2003 - April 2013
Southeastern Archaeological Research, Inc. September 2001 - January 2002
Camelot Music 1995 - 1999
Skills
Research, Excel, Word, Microsoft Office, Laptop Repair, Desktop Repair, Inventory Management, Leases, Computer Security, Building Security, Microsoft Excel, Microsoft Word, Access, Computer Repair, Customer Service, Software Documentation, Computer Hardware, Outlook, Time Management, Troubleshooting, Training, Payroll, Networking, Leadership, Laptops, Process Improvement, Employee Benefits, Accounting, Sales
Education
The University of Kansas 1996 — 2001
Bachelor of the Arts, Anthropology
Cvent November 2014 - Present
newBrandAnalytics November 2013 - September 2014
LivingSocial October 2012 - October 2013
LivingSocial November 2011 - September 2012
CBIZ, Inc. October 2009 - October 2011
Cumberland Broadcasting Company July 2006 - October 2009
PharmaCare Network May 2004 - September 2004
Skills
Press Releases, Advertising, Marketing Strategy, Marketing, Newsletters, Social Media Marketing, Social Media, Marketing Communications, Online Advertising, Facebook, Digital Marketing, Lead Generation, Social Networking, Email Marketing, Integrated Marketing, Research, Digital Media, Digital Strategy, Salesforce.com, Event Planning, SEM, Media Planning, Management, Online Marketing, Sales, Leadership, B2B, Account Management
Education
Frostburg State University 2009 — 2011
Master of Business Administration, Business
Emerson College 2001 — 2006
Bachelor of Science, Marketing Communications: Advertising & Public Relations
A. P. Orleans Risk Management October 2012 - Present
Advanced Risk Management Solutions, LLC August 2011 - November 2012
CBIZ, Inc. December 2000 - August 2011
Highlands Insurance Company January 2000 - November 2000
General Accident Insurance Company May 1997 - January 2000
General Accident Insurance Company 1987 - 1991
Colonial Penn Insurance Company 1985 - 1987
Skills
Insurance, Employee Benefits, Health Insurance, Property & Casualty..., Risk Management, Workers Compensation, Life Insurance, Underwriting, Commercial Insurance, Claim, Disability Insurance, Liability, Brokers, Professional Liability, Term Life Insurance, Leadership, General Insurance, Business Planning, Retirement Planning, Public Speaking, 401k, Training, Financial Risk, Captives, Homeowners Insurance, Risk Assessment, Results Oriented, Reinsurance, Delivering Results, Group Medical, Auto, Employment Practices..., Customer Focus, Collaborative Planning, Business Insurance, Directors and Officers..., Technology E&O, Miscellaneous..., Media Liability, Directors & Officers..., Insurance Agency..., E&O, Persuasive Writing, Scotch/Whiskey Tasting..., Financial Services, Umbrella Insurance, Finance, Casualty, Commercial Lines, Legal Liability
Education
Saint Michael's College 1981 — 1985
BA, Liberal Arts, Political Science
Abington High School 1978 — 1981
CBIZ, Inc. January 1990 - Present
Education
University at Buffalo 1977 — 1981
BS, Accounting
CBIZ, Inc. August 2015 - Present
CBIZ MHM February 2007 - Present
Atlantic Coast Cafe January 2005 - Present
Discovery Day Camp January 1989 - March 2008
CBIZ Accounting, Tax & Advisory Services January 2003 - December 2006
Skills
Strategic Planning, New Business Development, Business Development, Marketing, Marketing Strategy, Clear Communications, Marketing Management, Event Management, Project Planning, Project Management, Business Planning, Management, Proposal Writing, Small Business, CRM, Management Consulting, Strategy, Leadership, Sales
Education
American University 1968 — 1970
Sociology, Social Change (lived it)
St. Louis Cardinals November 2013 - Present
Riverview Gardens School District November 2012 - November 2013
CBIZ, Inc April 2006 - November 2012
CBIZ, Inc. February 2006 - April 2006
Riverview Gardens School District July 2004 - February 2006
Allegiant Bancorp, Inc June 2003 - August 2003
Skills
Employee Relations, FMLA, EEO, Employee Handbooks, Benefits Administration, HRIS, Human Resources, Performance Management, Recruiting, Payroll, Policy, Training, Coaching, Employee Benefits, Onboarding, Deferred Compensation, HR Consulting
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Science, Business Administration and Management, General
CBIZ, Inc. January 2001 - June 2015
Tri-Tek Information Systems March 1994 - January 2001
Skills
Troubleshooting, Network Administration, Disaster Recovery, Cisco Technologies, WAN, Strategic Planning, Switches, Active Directory, Integration, Security
Education
South Florida Community College 1993 — 1994
Technical Certificate, Electronics
MicroPower Technologies, Inc. February 2014 - Present
Connex International Inc / Milestone Systems 2013 - January 2014
Connex International Inc. 2010 - 2013
MN National Guard / US Marine Corps 2008 - 2011
CBIZ Inc 2006 - 2008
Paychex, Inc. 1999 - 2006
Prudential & Healthsource Provident 1989 - 1999
United States Marine Corps 1982 - 1992
Skills
Training, Sales Management, Account Management, Salesforce.com, Sales, Customer Service, Business Development, New Business Development, Problem Solving, Selling, Cold Calling, Sales Operations, Leadership, Recruiting, Security, Management, Solution Selling, Direct Sales, Channel Partners, Team Leadership, Sales Process, Networking, Team Building, Professional Services, CCTV, Telecommunications, Contract Negotiation, B2B, Wireless, Access Control, Physical Security, Key Account Management, Surveillance, Negotiation, Cross-functional Team..., Video Analytics, Strategic Partnerships, IP Cameras, Security Management, Security Training, Biometrics, Customer Satisfaction, Strategic Planning, Video over IP, Analysis, Security Audits, Alarm Systems, Corporate Security, DVR, Intrusion Detection
Education
Concordia University-St. Paul 2006 — 2010
Bachelor's degree, Organizational Management and Leadership, A
Concordia University 2005 — 2009
B.A, Organizational Management & Leadership
North Hennepin Community College 1989 — 1991
South St Paul High School 1979 — 1982
North Hennepin Community College
Geneva National Golf Club November 2013 - Present
Sunshine Daydream Events September 2011 - October 2014
Geneva National Resort April 2013 - November 2013
Red Frog Events January 2012 - May 2012
The Italian Wedding Planner May 2011 - August 2011
CBIZ, Inc. December 2008 - April 2011
Mission Bay Aquatic Center- Associated Students of San Diego State University May 2005 - December 2008
Skills
Marketing, Microsoft Office, Event Planning, Management, Budgets, Microsoft Word, Underwriting, Customer Service, Time Management, Public Speaking, PowerPoint, New Business Development, Outlook, Event Management
Education
San Diego State University-California State University 2003 — 2008
Bachelor's, Communication, Media Studies, Sociology
CBIZ, Inc. August 2015 - Present
The Community Foundation of the Alleghenies March 2015 - April 2015
United States Army June 2001 - November 2004
Skills
Microsoft Excel, QuickBooks, Microsoft Office, Financial Accounting, Accounting, Microsoft Word, Teamwork, Payroll, Accounts Payable, Time Management, Accounts Receivable, Financial Reporting, Microsoft PowerPoint, Tax Preparation, Prepare and Analyze..., Customer Service, Working knowledge of..., Physical Inventory, Management
Education
Cambria-Rowe Business College-Johnstown 2013 — 2015
Associate in Specialized Business, Accounting, GPA: 4.0
Printed Ink, LLC December 2012 - Present
Street Media Corporation May 2008 - Present
Boston University School of Management September 2008 - May 2009
Boston University Hillel House September 2007 - May 2009
CBIZ, INC May 2007 - September 2007
Skills
Graphics, Adobe Creative Suite, Digital Printing, Wide Format Printing, Graphic Design, Entrepreneurship, Leadership, Teamwork, New Business Development
Education
Boston University Questrom School of Business 2005 — 2009
Bachelor of Science, Business Administration; International Management
S&P Solutions November 2014 - Present
Net One Inc. 1993 - Present
Benedictine High School August 2012 - October 2014
CBIZ, Inc. March 2012 - June 2012
Net One, Inc. November 2009 - March 2010
Progressive Insurance 2006 - 2008
S&P Solutions 2001 - 2008
S&P Solutions November 1995 - May 2001
S&P Solutions November 1995 - May 2001
S&P Solutions November 1995 - May 2001
Skills
ASP, Microsoft SQL Server, MySQL, Data Warehousing, Servers, JCL, Information Security, Hardware, HTML, JavaScript, Testing, IBM Mainframe, SDLC, CICS, Access, Software Documentation, Linux, SQL, Windows, DB2, Databases, Management, Networking, SharePoint, Oracle, Project Management, Software Installation, AIX, Data Center, Systems Analysis, Computer Hardware, Troubleshooting, MVS, OS/390, Business Intelligence, Technical Support, Disaster Recovery, Performance Tuning, Security, TSO, .NET, HP-UX, System Administration, Java, Unix, Vendor Management, Mainframe, Visio, Operating Systems, Integration
Education
Cleveland State University 1976 — 1982
Bachelor, Computer Science with Accounting Minor
Institute of Computer Management School of Business Cleveland, Ohio 1974 — 1975
Certification of Completion
Ashtabula Edgewood Senior High
Tri-c
A'Hern Agency & Insurors of Colorado January 2012 - Present
Rocky Mountain Insurance Specialists, Inc. January 2010 - July 2011
Associates Insurance Group 2008 - April 2010
Risk Management Consultants, LLC March 2008 - September 2008
CBIZ Inc. May 2004 - March 2008
Insurance April 2004 - March 2008
AON 1991 - 1998
Allstate 1980 - 1982
Skills
Insurance, Workers Compensation, Underwriting, Risk Management, Strategic Planning, Property & Casualty..., Commercial Insurance, Employee Benefits, Mergers, Legal Liability, Financial Analysis, Executive Management, Indoor Trampoline Park..., Markeing, Negotiation, Team Leadership, Account Management, Liability, Program Management, Leadership
Education
University of Phoenix 2002 — 2004
Masters, Organizational Management
University of Wisconsin-Madison 1976 — 1980
Bachelor of Arts (B.A.), Social Work & Sociology (Double degrees)
University of Wisconsin-Madison 1976 — 1980
BA, Sociology/Social Work
Sauk Prairie High School 1972 — 1976
College Prep, Graduated
CBIZ, Inc. August 1998 - Present
Baker & Hostetler LLP September 1987 - August 1998
Education
Case Western Reserve University School of Law 1984 — 1987
Law Degree
Kent State University 1979 — 1983
Bachelor of Business Administration, Finance
Stephano Slack January 2013 - Present
Big Brothers Big Sisters Southeastern PA October 2014 - Present
Montgomery County Youth Aid Panel March 2014 - Present
Montgomery Conflict Mediation Center August 2013 - November 2014
CBIZ MHM August 2011 - December 2012
CBIZ Accounting Tax & Advisory 2002 - August 2011
CBIZ, Inc. 2002 - August 2011
Skills
Financial Reporting, GAAP, Accounting, Financial Analysis, Auditing, Corporate Tax, Financial Accounting, Tax, Income Tax, Internal Controls
Education
Philadelphia University 1999 — 2003
BS, Accounting
Curtis Jacobson December 2008 - Present
Curtis Jacobson December 2008 - Present
at CBIZ Insurance Services of Maryland, Inc December 1989 - December 2008
CBIZ Financial Solutions, Inc January 1999 - January 2008
CBIZ, Inc December 1999 - 2008
CBIZ Benefits and Insurance of MD, Inc. 1989 - 2008
National Planning Corporation January 2001 - January 2007
CBIZ Insurance Services January 1989 - January 2001
Education
The University of South Dakota 1973 — 1976
BA, Economics, Political Science, Philosophy
Pembroke HS
Rice University
Masters of Arts, Anthropology
The University of South Dakota
Bachelors of Arts, Economics and Political Science
Stephano Slack LLC January 2010 - Present
Mayer Hoffman McCann 2004 - 2009
CBIZ MHM, LLC December 1998 - 2009
CBIZ, Inc. 1998 - 2009
Jones HAyward & Lenzi PC 1996 - 1998
Skills
Tax, Income Tax, High Net Worth..., IRS, LLC, Auditing, Accounting, Corporate Tax, Partnership Taxation, Tax Research, Tax Preparation, Bookkeeping, Strategic Financial..., CPA, Financial Statements, GAAP, Financial Reporting, Tax Returns, ProSystem fx Tax, State Tax, Financial Accounting, Mergers & Acquisitions, Finance, Financial Planning
Education
Widener University 1997 — 2000
MST, Taxation
Drexel University - LeBow College of Business 1969 — 1973
BS, Accounting
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
Harvard Business School March 2011 - Present
Harvard University February 2008 - February 2011
CountryWide March 2007 - February 2008
Move, Inc July 2004 - February 2007
Sprint December 2002 - July 2004
Sprint May 2000 - November 2002
CBIZ, Inc January 1999 - May 2000
Electronic Data Systems (EDS) June 1997 - January 1999
Skills
PMP, Project Portfolio..., Program Management, PMO, Project Management, IT Project & Program..., Vendor Management, Product Management, Requirements analysis &..., Business Systems..., MS Project, Agile Methodologies, Scrum, Agile Project Management, Problem Solving, Deployment Planning, Issue Resolution, SDLC, Business Intelligence, Analytics, Data Conversion, Business Analysis, Enterprise Software, Software Documentation, Quality Assurance, Leadership, Management, Databases, Change Management, Risk Management, SQL, Software Project..., Team Leadership, Software Development
Education
Project Management Institute 2004 — 2004
Project Management Professional
The University of Kansas 2000 — 2004
Masters of Science
Institute of Computer science and engineering 1995 — 1997
PG Diploma
Osmania University 1993 — 1997
Bachelor of Engineering
Tricycle Creative February 2011 - Present
Chrysalis Marketing December 2007 - Present
Sublime Design Group October 2008 - January 2011
Ellipsis Consulting December 2003 - November 2007
CBIZ, Inc. 1998 - 2003
Skills
Social Networking, Marketing Strategy, Email Marketing, Social Media Marketing, Direct Marketing, Marketing Communications, Online Advertising, Online Marketing, Business Development, Advertising, Strategic Planning, Brand Development
Education
San Jose State University 1990 — 1994
Sokol Greater Cleveland December 2012 - Present
CBIZ, Inc. 2007 - Present
CBIZ, Inc. September 2003 - Present
Dress for Success Cleveland April 2012 - May 2015
Dress for Success Cleveland June 2011 - May 2015
Sokol Greater Cleveland October 2004 - June 2012
CBIZ, Inc. May 1996 - September 2003
Alliance Holding Corporation June 1994 - May 1996
Skills
Media Relations, Public Relations, Investor Relations, Relationship Management, Community Service, Project Management, Volunteer Management, Volunteering, Event Planning, Internal Communications, Marketing Communications, Organizational..., Leadership Development, Philanthropy, Press Releases, Corporate Communications, Leadership, Program Management, Marketing
Education
Cleveland State University
CBIZ, Inc. June 2002 - Present
Wegman, Hessler & Vanderburg May 2000 - June 2002
Skills
Mergers, Litigation, Mergers & Acquisitions, Due Diligence, Corporate Governance, Litigation Support, SEC filings, Restructuring, Tax, Providing strategic,..., Acquisitions and..., Complex commercial..., Risk analysis and..., Compliance, Contracts, Strategic Alliances
Education
Cleveland State University - Cleveland-Marshall College of Law 1998 — 2001
J.D.
Case Western Reserve University 1994 — 1998
B.S., Accounting
Saint Ignatius High School 1990 — 1994
Vectren October 2014 - Present
Vectren December 2004 - September 2014
CBIZ, Inc. September 2001 - November 2004
Skills
Oracle E-Business Suite, Process Improvement, OBIEE, Oracle Applications, Sarbanes-Oxley Act, Access, Hyperion Enterprise, Business Process..., Oracle, Business Analysis, Financial Analysis, Visio, Financial Reporting, Oracle HR, Project Management, Business Intelligence, ERP, SQL, SDLC, Requirements Gathering
Education
Indiana University Bloomington 1997 — 2001
Bachelor of Science (BS), Accounting and Finance
Alside October 2011 - Present
Robert Half Management Resources June 2008 - May 2009
Resources Global Professionals November 2005 - May 2008
American Teleradiology Management Co. and affiliates April 2005 - October 2005
American Greetings Corporation November 2003 - February 2005
Penton Media, Inc January 2000 - October 2003
CBIZ, Inc December 1996 - January 2000
Allen Telecom Group, Inc August 1992 - December 1996
Banner Industries, Inc November 1988 - March 1991
PriceWaterhouseCoopers December 1983 - June 1988
Skills
Sarbanes-Oxley Act
Education
The Weatherhead School of Management, Case Western Reserve University
MBA, Finance
Oakland University 1976 — 1980
BA, Accounting and Computer Science
CBIZ. Inc 2008 - Present
CBIZ, Inc 1998 - Present
Skills
Organizational..., Talent Management, Executive Pay, Leadership Development, Succession Planning, Organizational Design, Executive Coaching, Strategy, Onboarding, Organizational..., Employee Benefits, Benefits Administration, Career Development, Culture Change, Employee Engagement, Deferred Compensation, Executive Management, HR Consulting, HRIS, Human Capital, Mergers & Acquisitions, Personnel Management, Workforce Planning, Employment Law, Strategic Planning, Performance Management, Workshop Facilitation, Leadership, College Recruiting, Executive Development, Human Resources, FMLA, Recruiting, ERISA, Talent Acquisition, Management Consulting, Performance Improvement
Education
The University of Texas at Dallas
MA, Political Economy
Ernst & Young August 2011 - April 2014
CBIZ Inc May 2011 - August 2011
Community Service January 2011 - May 2011
First Investors May 2010 - August 2010
PNC Bank Arts Center January 2005 - January 2010
Longstreet Farm May 2006 - September 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Valuation, Business Analysis, Mergers & Acquisitions
Education
The College of New Jersey 2007 — 2011
Bachelor of Arts (BA), Finance, General
CBIZ, Inc. March 2001 - Present
Blackwell Sanders Peper Martin, LLC 1996 - 2001
Shook, Hardy & Bacon 1993 - 1996
Skills
Employee Relations, Organizational..., Human Resources, Recruiting, Training, HRIS, FMLA, Benefits Administration, Onboarding, Workforce Planning, Payroll, Job Descriptions, Policy, Compensation & Benefit, COBRA, Compensation & Benefits, Employee Benefits
Education
Central Missouri State University 1972 — 1976
B.S., Business
Blue Springs High School 1969 — 1972
CBIZ, Inc. March 2006 - Present
Baker & Hostetler LLP March 1995 - March 2006
Cleveland Indians July 1995 - December 2001
Clestra Hauserman July 1992 - April 1995
Track, Inc. January 1991 - July 1992
LTV Steel October 1989 - January 1991
APCOA, Inc./Graelic, Inc. April 1988 - October 1989
Skills
Event Planning, Administrative..., Outlook, Interior Design, Travel Arrangements, Marketing, Planning & Organizing..., Employee Benefits, Office Administration, Benefits Administration, Legal Translation, Legal Assistance, Legal Documents, Team Leadership, Corporate Events, Coordinating Events, Organizational..., Microsoft Word, Microsoft Excel, PowerPoint, Concur, Conference Registration, Proofreading, Fashion, Accounting, Event Management, Leadership, Customer Service
Education
Ohio University 1982 — 1983
Fashion Merchandising & Business
Sawyer Business College 1985 — 1986
Certificate, Business
Cuyahoga Community College 1987 — 1988
Real Estate
Cleveland Heights High School 1979 — 1982
Diploma
CBIZ, Inc. July 1997 - Present
CBIZ July 1997 - Present
Skills
Health Savings Accounts, HRA, STD, Employee Benefits, COBRA, Health Insurance, ERISA, Benefits Administration, Insurance, Open Enrollment, HRIS, Disability Insurance, Defined Benefit, Human Resources, Mergers & Acquisitions, FSA, Health Care Reform, Executive Pay, Benefits Design, FMLA, Defined Contribution, Deferred Compensation, Workers Compensation, Life Insurance, Wellness, Dental Insurance, Customer Service, Client Development, Customer Support
Education
Eastern Illinois University 1993 — 1997
BA, Business
Homewood Flossmoor High School 1989 — 1993
UNIVERSAL AMERICAN CORP. / CVS CAREMARK June 2009 - Present
CBIZ, INC November 2003 - May 2009
Ridge Tool Company December 1999 - November 2003
KPMG LLP September 1994 - December 1999
Skills
Forecasting, Process Improvement, Financial Analysis, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, US GAAP, Budgets, Sarbanes-Oxley, GAAP, Microsoft Excel, Auditing, Financial Accounting, Acquisition Integration
Education
Baldwin Wallace University
BA, Computer; Business Administration; Accounting
Samuel U. Rodgers Health Center September 2013 - July 2015
HNTB May 2013 - September 2013
Carondelet Health St. Mary's & St. Joseph Medical Centers June 2012 - May 2013
Kindred Hospital Northland August 2011 - May 2012
Acire's Designs July 2009 - May 2012
CBIZ, Inc November 2006 - August 2009
Quintiles Inc July 2006 - November 2006
Skills
PeopleSoft, Payroll, Time Management, Benefits Administration, Human Resources, HRIS, File Management, Recruiting, Kronos, HR Policies, Job Descriptions, Volunteer Management, Job Fairs, Taleo, Employee Relations, Employee Recognition, New Hire Orientations, New Hire Processes, Background Checks, Onboarding, Applicant Tracking..., 360 Degree Assessment, E-Verify, I-9 Compliance, I-9 audits, iCIMS, Licensure Verifications, Coordinating Special..., Ceridian Payroll System, Website Updating, Employment Verifications, Prism, Office Management, Hiring, Personnel Management, Sourcing, FMLA, Training, Employee Benefits, Policy, COBRA, Performance Management, Employee Engagement, Conflict Resolution, HIPAA, EEO, Compensation, Deferred Compensation
Education
Webster University
Master of Arts (M.A.), Human Resources Management and Services
Park University 2012 — 2013
Bachelor of Science (B.S.) Cum Laude, Social Psychology Human Growth & Development, Cum Laude
Park University 2011 — 2012
Associate of Science (AS), Social Psychology
The ProTrade Group LLC June 2014 - Present
Triton Products LLC June 2011 - Present
NorthCoast Awning LLC April 2011 - Present
Taylor-Wharton International August 2012 - January 2014
Chart Industries March 2008 - December 2010
Chart Industries November 2004 - March 2008
W.W. Holdings, LLC October 2001 - October 2004
PwC October 2000 - October 2001
CBIZ, Inc. February 1998 - October 2000
Elsag Bailey Process Automation N.V. April 1995 - February 1998
Skills
Change Management, Instrumentation, LNG, Financial Reporting, Public Companies, Auditing, Mergers & Acquisitions, Business Strategy, Financial Analysis, Financial Accounting, Revenue Recognition, Manufacturing, Sarbanes-Oxley Act, Budgets, Project Planning, Gas, Leadership, Engineering, Business Planning, Business Development, Fixed Assets, Natural Gas, Internal Controls, Mergers, Forecasting, Accounting, Team Building, Strategic Planning, Process Improvement
Education
The Ohio State University 1982 — 1986
Bachelor of Science, Accounting
CBIZ, Inc. July 1997 - Present
QUADS January 1993 - July 1997
Skills
Defined Contribution, Plan Valuation, Employer Contribution..., Compliance Testing, ERISA, Retirement Plan...
Education
Università degli Studi di Napoli 'Federico II' 1985 — 1988
Aereonautical Engineering
FlagZone, LLC July 2014 - Present
FlagZone, LLC. December 2013 - June 2014
FlagZone, LLC September 2013 - December 2013
Grant Manufacturing and Alloying Inc. 2002 - August 2013
CBIZ, inc. 1997 - 2002
ICON Clinical Research 1995 - 1997
AmCare Corporation 1994 - 1995
Skills
Nonprofits, Corporate Tax, Teamwork, Human Resources, Mergers & Acquisitions, Financial Reporting, Accounts Payable, Accounts Receivable, Contract Management, Internal Controls, Internal Audit, Team Management, Payroll, Controllers, Budgets, Inventory Valuation, Inventory Planning, Banking, Microsoft Excel, Spreadsheets, Financial Analysis, Forecasting, Management, Business Analysis, Process Improvement, Analysis
Education
Temple University 1990 — 1994
Bachelor of Science (B.S.), Accounting
BSB Partners CPAs & Business Advisors September 2008 - Present
Moore Stephens Apple January 2003 - March 2005
American Express Tax and Business Services January 2000 - October 2002
CBIZ, Inc. August 1998 - December 1999
Eulcid Hitachi, Inc. September 1997 - August 1998
TRW June 1997 - September 1997
Education
John Carroll University
Accounting and Finance