CBIZ MHM
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CBIZ MHM Employees
AArete March 2014 - Present
Acquity Group Accenture Interactive April 2012 - February 2014
CBIZ-MHM October 2010 - May 2012
Business Productivity Solutions September 2007 - October 2009
Cision September 2005 - September 2007
Skills
Business Intelligence, Database Administration, JavaScript, Visual Studio, ASP.NET, End User Training, SDLC, Web Applications, Databases, Microsoft SQL Server, Integration, XML, Report Writing, CSS, Analysis, SQL, Microsoft Office..., SSRS, ERP, Business Process, Microsoft Dynamics, C#, Access, Software Documentation, Project Management, Requirements Gathering, System Administration, Visio, Information Technology, Visual Basic, Business Analysis, Testing, Software Development
Education
Robert Morris University 2010 — 2011
MIS, Management, Information Systems
University of Minnesota-Morris 2000 — 2004
Bachelor of Arts, Political Science, Emphasis in American Politics
Netsmart Technologies May 2015 - Present
CBIZ MHM January 2004 - May 2015
Lang Allan & Co CPAs October 1999 - October 2004
Skills
Recruiting, College Recruiting, Leadership, Internet Recruiting, Applicant Tracking..., Social Networking, Management, Accounting, Social Media, Benefits Negotiation, Employee Relations, Employer Branding, Interviews, Recruitment Advertising, Executive Search, Onboarding, Resume Writing, Talent Management, Event Planning, Staff Development, Business Networking, Sourcing, Human Resources, Cold Calling, Social Networking Sites, Job Descriptions, Hiring, Talent Acquisition, Employee Referral..., Full-cycle Recruiting, Resume, Payroll, Creative Sourcing, Internet Research, Partner Recruitment, Online Research, SDLC, Resource Management, Job Scanning, New Hire Orientations, Taleo, Interviewing, Job Description..., Job Posting, Professional Networking, Recruitment/Retention, Resource Utilization, Resume Mining, Salary Negotiation, Talent Mapping
Education
Kent State University
US Government Accountability Office June 2015 - Present
US Government Accountability Office May 2014 - August 2014
CBIZ MHM June 2013 - August 2013
Hooters Restaurant August 2007 - May 2013
Innovation Salon and Spa November 2008 - November 2010
Mirage Nail and Hair Studio January 2002 - January 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Windows, Laserfische, Data Analysis
Education
California State University of Northridge 2013 — 2015
Bachelor’s Degree, Accounting
CSUN 2012 — 2015
Bachelor's degree, Accounting
College of the Canyons
Associate of Science, Office Accounting
ARMA International March 2013 - Present
Children's Mercy Hospital March 2011 - March 2013
CBIZ, MHM December 2009 - March 2011
Deloitte September 2005 - December 2009
Skills
CPA, Auditing, Accounting, Financial Analysis, Financial Reporting, Planning Budgeting &..., Association Management, Executive Management, Federal Grants..., External Audit, US GAAP, GAAP, SEC filings, Big 4, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Sarbanes-Oxley, A-133, A-122, Software Project..., Software Solution Sales, Records Management, Information Governance
Education
University of Kansas 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Tate & Tryon, CPAs & Consultants June 2012 - Present
CBIZ MHM January 2006 - June 2012
Department of Treasury August 2002 - December 2005
Skills
External Audit, Financial Reporting, Non-profits, Alternative Investments, Fair Value, Hedge Funds, Manufacturing, Technology Companies, GAAP, Tax Preparation, 990 Preparation, Federal Government, Single Audits (A-133), Account Reconciliation, Nonprofits, Tax
Education
The George Washington University - School of Business 2004 — 2005
MS, Accountancy
University of Pittsburgh 1998 — 2002
BS, Accounting
Datameer July 2014 - Present
Harvard Club of Silicon Valley May 2008 - Present
Datameer February 2013 - July 2014
Datameer October 2011 - February 2013
Boy Scouts of America, Santa Clara County Council December 2011 - June 2012
Serious Energy Inc. June 2010 - September 2011
CBIZ MHM February 2005 - June 2010
PRG-Schultz 2003 - 2004
Skills
GAAP, Revenue Recognition, Financial Analysis, Forecasting, Financial Audits, Financial Modeling, Accounting, Business Planning, Financial Reporting, CPA, Analysis, Management Consulting, Financial Statements, Internal Controls, Start-ups
Education
Harvard University 1998 — 2002
BA, Economics
Westminster College 2003 — 2006
MBA, Accounting
Mayer Hoffman McCann P.C. November 1999 - Present
CBIZ Womens Advantage July 2010 - Present
Life Balance Professional February 2011 - Present
CBIZ MHM November 1999 - Present
General Atomics May 1996 - November 1999
Bank of America May 1988 - May 1996
Skills
IT Audit, IT Risk, SAS70, ISO 27001, ITGC, Transformational Life..., Risk Assessment, Information Technology, Internal Controls, Internal Audit, Information Security, Change Management, Sarbanes-Oxley, CISA, CISSP, Training, Auditing, Sarbanes-Oxley Act, Business Process, SEC filings, US GAAP, Enterprise Risk..., COSO, Fraud, Information Security..., ERP, SDLC, Assurance, CPA, COBIT, Governance, SSAE 16, External Audit, Risk Management, PCI DSS, Management, Business Continuity
Education
University of California, San Diego 2008 — 2009
Accounting, Accounting Certificate
University of Phoenix 2001 — 2003
MBA, Technology Management
San Diego State University-California State University 1997 — 2001
BS, Information Systems
University of San Diego School of Law August 2012 - May 2015
California Attorney General - Correctional Writs and Appeals September 2014 - November 2014
Cooley LLP May 2014 - July 2014
United States District Court Southern District of California - Honorable M. James Lorenz January 2014 - April 2014
California Department of Business Oversight September 2013 - November 2013
US Securities and Exchange Commission May 2013 - August 2013
CBIZ MHM, LLC January 2012 - August 2012
McGladrey January 2011 - August 2011
CBIZ MHM 2006 - 2010
Skills
Auditing, GAAP, FASB, SEC filings, Financial Analysis, SEC Filings, Accounting, CPA, Corporate Tax, Financial Accounting
Education
University of San Diego School of Law 2012 — 2015
Doctor of Law (J.D.)
San Diego State University-California State University
Master of Business Administration (M.B.A.), Accounting, 3.5
San Diego State University-California State University 2002 — 2006
Bachelor of Science (BS), Accounting
CBIZ MHM August 2006 - Present
Goldstein Lewin & Co. 2006 - December 2009
Gerson, Preston, Robinson & Co. 2004 - 2005
Jackler Nelkin Ewanyk & Co Certified Public Accountants 1976 - 2003
Skills
Tax, Tax Research, CPA, Tax Advisory, Mergers & Acquisitions, International Tax, Income Tax, Corporate Tax, Tax Law, Mergers, Finance, Auditing, Tax Accounting, Partnership Taxation, Consulting, State Tax, Tax Returns, Financial Analysis, SEC filings, Accounting, S Corporations, Project Planning, High Net Worth..., Sarbanes-Oxley Act, Financial Accounting, Management, Due Diligence, Financial Reporting, FIN 48, IRS, Business Valuation, Internal Controls, Tax Preparation, Strategic Planning, Forensic Accounting, Financial Planners, Sales Tax, Leading Meetings, ProSystem fx Tax, Executive Management
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Accounting & Finance
Daniel J. Getzinger, CPA May 1984 - Present
Nation Smith Hermes Diamond, CPAs February 1996 - May 2005
CBIZ MHM 1997 - 2005
Skills
Tax, CPA, Income Tax, Tax Preparation, Accounting, Tax Returns
Education
Golden Gate University 1981 — 1990
Masters in Taxation, Taxation
California State University-Fullerton, Mihaylo College of Business and Economics 1973 — 1978
Bachelor of Science, Accounting
Marcus & Millichap April 2015 - Present
Marcus & Millichap January 2012 - Present
The Sarah Daft Home May 2011 - Present
Woodlands Commercial Bank April 2009 - December 2011
First Unitarian Church of Salt Lake City August 2009 - September 2010
CBIZ/MHM February 2005 - April 2009
CBIZ /MHM February 2005 - December 2006
Brigham Young University - Hawaii January 2004 - December 2004
Skills
Excel, Auditing, Troubleshooting, Risk Assessment, Financial Services, GAAP, Finance, Financial Audits, Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Financial Accounting, Microsoft Excel, Team Building, Leadership, External Audit, Project Planning, Investments, Accounts Payable, Analysis, Due Diligence, Enterprise Risk..., Marketing, CPA, Management, Budgets, Negotiation, Real Estate, Commercial Real Estate, Brokerage, Real Estate Transactions, Investment Properties, Sales, Public Speaking, Valuation, Contract Negotiation
Education
Westminster College 2009 — 2011
Master, Business Adminstration
Brigham Young University - Hawaii 2002 — 2004
Bachelor of Science, Accounting
Mt. Hood Community College 1999 — 2001
Associate of Arts, General Studies
Mt. Hood Community College 1996 — 1997
Associate of Arts, General Studies
Steve McBride LLC February 2003 - Present
GriefLink LLC February 2012 - Present
WebsColorado 2004 - Present
Heart2Hand LLC 2010 - Present
The Elder Mediation Alliance 2011 - December 2012
Colorado CASA 2008 - November 2011
CBIZ-MHM January 2007 - February 2009
Colorado Collaborative Law Professionals 2007 - 2009
BACE Capital Partners 1999 - 2003
Aspen Management Consultants 1991 - 1999
Skills
Life Style Analysis, QDRO preparation, Divorce Financial..., Mediation, Conflict Coaching, Separate Property..., Divorce, Analysis, Property, Coaching, Preparation, Alternative Dispute..., Leadership, Litigation, Dispute Resolution, Collaborative Law, Management, Qualified Domestic..., Management Consulting, Business Planning, Non-profits, Small Business, Personal Development, Family Law, Conflict Management, Nonprofits, Conflict Resolution, Stress Management, Counseling Psychology, Elder Care, Recruiting, Courts, Certified Divorce..., Leadership Development, Workshop Facilitation, Consulting, Organizational..., Performance Management, Life Coaching, Executive Coaching
Education
University of Pittsburgh 1975 — 1978
MPIA
Nebraska Wesleyan University 1972 — 1975
BS
United States Air Force Academy 1971 — 1972
Lincoln Northeast 1968 — 1971
CBIZ MHM September 1998 - Present
Skills
Non-profits, Employee Benefits, Manufacturing, Audit, Internal Controls, Financial Reporting, Accounting, CPA, US GAAP reporting, Finance, Auditing, US GAAP, Internal Audit, GAAP, Nonprofits, External Audit, Financial Analysis, Financial Accounting, Financial Statements, General Ledger
Education
Clemson University 1994 — 1998
BS, Accounting
Gonzaga College High School 1990 — 1994
Mariner Wealth Advisors, LLC January 2011 - Present
Mariner Wealth Advisors 2011 - Present
CBIZ Wealth Mgmt January 1997 - December 2010
CBIZ-Mayer Hoffman McCann P.C. 1997 - December 2010
CBIZ MHM 1997 - December 2010
CBIZ 1997 - December 2010
Mayer Hoffman Mc Cann P.C 1997 - December 2010
Nation Smith Hermes Diamond, Accountants and Consultants May 1997 - February 2005
Skills
Wealth Management, Strategic Financial..., Wealth, Certified Financial..., Financial Advisory, Retirement Planning, Estate Planning, Asset Allocation, Financial Analysis, Alternative Investments, 401k, Small Business
Education
San Diego State University-California State University 1979 — 1980
University of California, Davis 1972 — 1976
Economics
Policy Solutions November 2008 - Present
CBIZ MHM August 2006 - October 2008
Protiviti June 2003 - June 2006
Sprint Nextel June 1999 - April 2003
NAIC April 1994 - June 1999
Arthur Andersen & Co. February 1992 - April 1994
Putnam Investments June 1985 - February 1992
Skills
Strategy, Business Process..., Business Intelligence, Sarbanes-Oxley Act, Business Analysis, Management Consulting, Organizational Structure, Board of Directors..., Corporate Governance, Conflict Mineral, Change Management, Succession Planning, Organizational Design, Organizational..., Team Leadership, Crisis Management, Strategic Partnerships, Mergers, Corporate turn-around, Executive Development, Early Stage Companies, Profitable Growth, Talent Acquisition, Acquisition Integration, Start-ups, Process Improvement, Leadership, Executive Management, Management, Mergers, Strategic Planning, ERP, Business Development, Project Management, Budgets, Telecommunications, Consulting
Education
Pensacola Christian College 1980 — 1984
BS, Business Administration, Accounting
Bucksport High School
SPARC SF July 2015 - Present
SPARC SF January 2015 - July 2015
LifeHOUSE Properties June 2012 - October 2014
CBIZ MHM July 2011 - January 2012
Cowan Financial Group January 2007 - August 2009
Skills
Tax, Accounting, QuickBooks, Investments, Spreadsheets, Financial Statements, Strategic Financial..., Financial Analysis, Financial Reporting, Auditing, Account Reconciliation, Insurance
Education
Long Island University 2009 — 2011
MS, Accounting
Skidmore College 2002 — 2006
BA, English
MHS
CBIZ. MHM August 2013 - Present
Nasco Distributor Sales April 2010 - February 2013
Citrus Health Care, Inc. September 2007 - January 2010
Skills
Accounting, Accounts Receivable, Accounts Payable, Bookkeeping, QuickBooks
Education
New York University 1993 — 1997
BS, Speech Language Pathology
Keller Graduate School of Management of DeVry University
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)
CBIZ/Mayer Hoffman McCann November 1998 - Present
CBIZ MHM 1998 - Present
Skills
Auditing, CPA, Accounting, Tax, Financial Statements, Financial Reporting, Tax Preparation, GAAP, Financial Accounting, Financial Analysis, Internal Controls
Education
California Lutheran University 1994 — 1998
BS, Accounting
California Lutheran University 1994 — 1998
Bachelor's degree, Accounting
Doctor On Demand March 2015 - Present
Castlight Health July 2013 - February 2015
Castlight Health July 2012 - July 2013
CBIZ MHM, LLC August 2010 - July 2012
Miami University August 2009 - May 2010
CBIZ MHM May 2009 - August 2009
Skills
Auditing, Accounting, Financial Accounting, SOX, Reviews, Business Development, Finance, SEC filings, Tax, GAAP, Internal Controls, Financial Analysis, Financial Reporting, Tax Preparation, Financial Modeling, US GAAP, Sales, Salesforce.com, Building Relationships, Prospect Qualification, Networking, Healthcare, Healthcare Information..., Employee Benefits, CPA, Accounts Receivable, QuickBooks, Due Diligence, New Business Development, Start-ups, Strategic Financial...
Education
Miami University 2005 — 2010
Masters, Accounting
Littler Mendelson July 2015 - Present
CBIZ MHM September 2007 - July 2015
Fasone & Partners October 2006 - July 2007
Two West January 2005 - September 2006
Two West May 2001 - December 2004
MartinLogan ® February 1999 - April 2001
Mark's Jewelers June 1998 - February 1999
Skills
InterAction, Salesforce.com, Project Management, Strategic Planning, Management, Marketing, Financial Analysis, Budgets, Customer Service, Human Resources, Recruiting, Microsoft Office, Microsoft Excel
Education
University of Kansas 1993 — 1997
Bachelors in General Studies, Geography
Alvarez & Marsal September 2015 - Present
PWC Assurance October 2012 - August 2015
PricewaterhouseCoopers November 2014 - March 2015
Federal Reserve Bank June 2011 - August 2011
CBIZ MHM July 2010 - August 2010
Nannette Lepore June 2009 - August 2009
Skills
Internal Controls, Auditing, Accounts Receivable, Sarbanes-Oxley Act, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Office, Financial Statements
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration (BSBA), Accounting and Finance
Crowe Horwath LLP January 2014 - Present
Sterling Caviar LLC May 2013 - January 2014
Crowe Horwath LLP June 2011 - May 2013
CBIZ MHM September 2010 - June 2011
Noell Agnew & Morse January 2009 - April 2009
Safeway August 2006 - August 2008
Skills
Excel, Auditing, Accounting, Audit, Microsoft Office, General Ledger, Word, Access, PowerPoint, SOX, Financial Planning, Financial Analysis, Compliance, Outlook, GAAP, Payroll, Accounts Receivable, Retail, Customer Service, Financial Reporting, Internal Controls, Microsoft Excel, CPA, Microsoft Word, Financial Statements, Sarbanes-Oxley Act, Accounts Payable
Education
California State University, Fresno 2008 — 2010
BS, Accounting
Santa Rosa Junior College 2007 — 2008
AS, Business
University of California, Santa Cruz
CBIZ MHM May 2012 - Present
Champion Solutions Group July 2011 - May 2012
Champion Solutions Group November 2010 - July 2011
Champion Solutions Group October 2008 - November 2010
Amtrust Bank February 2007 - June 2008
Amtrust Bank August 2006 - February 2007
Office Depot Corp. Office December 2004 - August 2006
Skills
Dynamics CRM..., Dynamics CRM Training, Training, Microsoft CRM, Vendor Management, SharePoint, Process Improvement, Business Process, Human Resources, CRM, Management, HRIS, Strategy, Analysis, Requirements Analysis, Account Management, System Administration, Project Planning, Marketing, Interviews, Professional Services, Applicant Tracking..., Onboarding, Team Leadership, Leadership, Business Analysis, SDLC, Pre-sales, Consulting
Education
Florida Atlantic University 2008 — 2008
Certification, HR Management
Friesland College 1989 — 1991
AA, Business Administration
De Marne College
BA, Business Administration
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
CBIZ MHM February 2009 - Present
Hewlett-Packard January 2006 - January 2009
Black & Veatch 1998 - 2005
Skills
PeopleSoft, HRIS, Requirements Gathering, Business Analysis, Visio, Taleo, SDLC, Access, Process Improvement, Applicant Tracking..., Requirements Analysis, Analysis, Software Documentation, Employee Benefits, Human Resources, SharePoint, Business Process, Business Process..., Crystal Reports, Software Implementation, Business Intelligence, ERP, Data Warehousing, Vendor Management, Change Management
Education
Baker University 2003 — 2007
BBIS, Business Information Systems
CBIZ August 1999 - Present
CBIZ/MHM 1999 - Present
CBIZ MHM 1999 - Present
Mayer Hoffman McCann 1999 - Present
Mayer Hoffman McCann P.C. 1999 - Present
Halbert & Katz, P. C. December 1990 - August 1999
Laventhol & Horwath July 1976 - November 1990
Skills
Forensic Accounting, Accounting, Auditing, SEC filings, CPA, Tax, Corporate Tax, GAAP, Financial Analysis, Cash Flow, Internal Controls, Income Tax, Partnership Taxation, Financial Reporting, Tax Research, Tax Accounting, Business Valuation, Tax Preparation, External Audit, US GAAP, Revenue Recognition, Financial Accounting, Tax Returns, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Litigation Consulting, Financial Statements, QuickBooks, Financial Audits, Internal Audit, High Net Worth..., SEC Filings
Education
Drexel University - College of Business and Administration 1971 — 1976
Outdoor Channel October 2009 - August 2010
CBIZ MHM November 2003 - August 2009
Education
California State University-San Marcos - College of Business Administration
Cherry Bekaert LLP August 2015 - Present
Mayer Hoffman McCann P.C. January 2011 - August 2015
CBIZ-MHM August 1997 - August 2015
Skills
Financial Statement..., Internal Audit, Government Contracting, Acquisition Due..., Sarbanes-Oxley/404..., Technology Risk..., Accounting System..., SEC Compliance, Auditing, Internal Controls, CPA, Accounting, Forensic Accounting, US GAAP, Income Tax, SEC filings, GAAP, Tax, Strategic Planning, Financial Reporting, Financial Analysis, Internal Audit, Due Diligence, Mergers & Acquisitions, Tax Preparation, Corporate Tax
Education
University of Delaware 1988 — 1993
BS, Accounting
University of Delaware
cbiz mhm January 2005 - January 2011
Mayer Hoffman McCann P.C. (CBIZ Inc.) April 2003 - January 2011
CBIZ 2003 - 2005
Skills
GAAP, Internal Controls, US GAAP, Auditing
Education
California State University San Marcos 1999 — 2002
BS, Business administation
BofI November 2011 - August 2013
Huntington National Bank March 2010 - June 2011
CBIZ MHM October 2008 - April 2009
PwC June 2005 - September 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Forecasting, Auditing, Customer Service, Financial Analysis, Financial Reporting
Education
Franklin University
BS, Accounting
Franklin University
Master of Business Administration (M.B.A.)
The Ohio State University
BS, Financial Management
Bass Pro Shops March 2013 - Present
Bass Pro Shops October 2011 - Present
Andrews McMeel Universal June 2009 - September 2011
CBIZ MHM November 2008 - June 2009
KPMG LLP 2002 - 2008
Skills
Auditing, Sarbanes-Oxley Act, SEC filings, Accounting, Internal Controls, Financial Reporting, US GAAP, Financial Statements, CPA
Education
University of Missouri-Columbia, College of Business 1999 — 2002
BA, Accounting
EBA October 2010 - October 2011
CBIZ MHM September 2009 - June 2010
The Dunrite Group April 2004 - June 2007
Luminent, Inc June 2000 - March 2003
Education
California State University-Northridge 2006 — 2009
BS, Accountancy
2006-2009Cal State University
BS, Accountancy; general education