CBIZ MHM, LLC
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CBIZ MHM, LLC Employees
Employee
Years
Job
Industry
Amy O'Loughlin, CPA, MBA Amy O'Loughlin, CPA, MBA's CBIZ MHM, LLC Experience January 2002 - Present
Job Senior Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM LLC January 2002 - Present
American Red Cross and VITA January 1983 - January 2002
City of San Antonio January 1980 - January 1983
Skills
Corporate Tax, Tax Accounting, Tax Returns, Partnership Taxation, US GAAP, Financial Reporting, Budgets, CPA, Tax Preparation, Tax Research, Accounting, GAAP, S Corporations, Financial Statements, US Tax, State Tax, Tax Advisory, Sales Tax, SEC filings, Sarbanes-Oxley Act, ProSystem fx Tax, QuickBooks, General Ledger, Account Reconciliation
Education
Arizona State University West 1999 — 2001
Certificate of accountancy
University of Nebraska at Omaha 1978 — 1980
MBA, Finance
Gonzaga University 1974 — 1978
BBAd, Business and Communications
CBIZ MHM LLC January 2002 - Present
American Red Cross and VITA January 1983 - January 2002
City of San Antonio January 1980 - January 1983
Skills
Corporate Tax, Tax Accounting, Tax Returns, Partnership Taxation, US GAAP, Financial Reporting, Budgets, CPA, Tax Preparation, Tax Research, Accounting, GAAP, S Corporations, Financial Statements, US Tax, State Tax, Tax Advisory, Sales Tax, SEC filings, Sarbanes-Oxley Act, ProSystem fx Tax, QuickBooks, General Ledger, Account Reconciliation
Education
Arizona State University West 1999 — 2001
Certificate of accountancy
University of Nebraska at Omaha 1978 — 1980
MBA, Finance
Gonzaga University 1974 — 1978
BBAd, Business and Communications
Molly Shaw Molly Shaw's CBIZ MHM, LLC Experience February 2014 - April 2014
Job Staff Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2015 - Present
US Airways May 2014 - May 2015
CBIZ MHM, LLC February 2014 - April 2014
University of Phoenix August 2010 - October 2012
Medifast Weight Control Centers October 2008 - July 2010
CNResource January 2008 - August 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Academic Advising, Weight Loss Coaching, Outlook, Policy, Nutrition, Critical Thinking, Data Analysis, Leadership Development, SPSS, Teamwork, Time Management, Trivia, Higher Education, Adult Education, Healthy Eating, Accounting, Student Counseling, Nutritional Counseling, Coaching, Training, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Accountancy, Accountancy, 4.00 GPA
Arizona State University 2004 — 2008
Nutrition and Food Service Management
Moss Adams LLP October 2015 - Present
US Airways May 2014 - May 2015
CBIZ MHM, LLC February 2014 - April 2014
University of Phoenix August 2010 - October 2012
Medifast Weight Control Centers October 2008 - July 2010
CNResource January 2008 - August 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Academic Advising, Weight Loss Coaching, Outlook, Policy, Nutrition, Critical Thinking, Data Analysis, Leadership Development, SPSS, Teamwork, Time Management, Trivia, Higher Education, Adult Education, Healthy Eating, Accounting, Student Counseling, Nutritional Counseling, Coaching, Training, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Accountancy, Accountancy, 4.00 GPA
Arizona State University 2004 — 2008
Nutrition and Food Service Management
Trevor Bergeron, CPA Trevor Bergeron, CPA's CBIZ MHM, LLC Experience May 2009 - July 2009
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte September 2011 - Present
Arizona State University August 2006 - August 2011
Deloitte June 2010 - August 2010
CBIZ MHM, LLC May 2009 - July 2009
CBIZ MHM, LLC January 2009 - April 2009
Skills
Financial Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Accounting, US GAAP, Internal Controls, Financial Reporting, SEC filings, External Audit
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Master of Science, Accountancy
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Accountancy
Deloitte September 2011 - Present
Arizona State University August 2006 - August 2011
Deloitte June 2010 - August 2010
CBIZ MHM, LLC May 2009 - July 2009
CBIZ MHM, LLC January 2009 - April 2009
Skills
Financial Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Accounting, US GAAP, Internal Controls, Financial Reporting, SEC filings, External Audit
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Master of Science, Accountancy
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Accountancy
Lawrence Rosenblum Lawrence Rosenblum's CBIZ MHM, LLC Experience November 1994 - Present
Job Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC November 1994 - Present
Brown, Leifer, Slatkin & Berns June 1991 - October 1994
Fabrizio, Radmin & Buksbaum June 1988 - June 1991
Skills
Cost Segregation, Partnership Taxation, Accounting, Corporate Tax
Education
Adelphi University 1988 — 1990
Allegheny College 1983 — 1987
Bachelor's degree, Accounting
CBIZ MHM, LLC November 1994 - Present
Brown, Leifer, Slatkin & Berns June 1991 - October 1994
Fabrizio, Radmin & Buksbaum June 1988 - June 1991
Skills
Cost Segregation, Partnership Taxation, Accounting, Corporate Tax
Education
Adelphi University 1988 — 1990
Allegheny College 1983 — 1987
Bachelor's degree, Accounting
Sarah N. Linman, CPA Sarah N. Linman, CPA's CBIZ MHM, LLC Experience January 2004 - May 2015
Job Assistant Director of Internal Audit at Shamrock Foods Company
Industry Accounting
Experience
Shamrock Foods Company May 2015 - Present
CBIZ MHM, LLC January 2004 - May 2015
Mayer Hoffman McCann P.C. January 2004 - May 2015
Empire Southwest September 2000 - August 2003
Skills
Audit, Auditing, Financial Reporting, Accounting, SEC reporting, GAAP, Analytics, Financial Accounting, SEC filings, Audits of Employee..., Financial Audits, Budget Forecasts, Financial Transactions, US GAAP, Internal Controls, Financial Statements, External Audit, Revenue Recognition, CPA, Corporate Tax, Partnership Taxation, Sarbanes-Oxley Act, Income Tax, General Ledger, Tax Preparation, Tax Accounting, Sarbanes-Oxley, Forensic Accounting, Assurance, Tax Returns, Tax Research, Tax
Education
Arizona State University - W. P. Carey School of Business 1998 — 2003
Bachelor of Science, Accountancy, Accountancy
Blue Ridge High School
Chandler High School
Shamrock Foods Company May 2015 - Present
CBIZ MHM, LLC January 2004 - May 2015
Mayer Hoffman McCann P.C. January 2004 - May 2015
Empire Southwest September 2000 - August 2003
Skills
Audit, Auditing, Financial Reporting, Accounting, SEC reporting, GAAP, Analytics, Financial Accounting, SEC filings, Audits of Employee..., Financial Audits, Budget Forecasts, Financial Transactions, US GAAP, Internal Controls, Financial Statements, External Audit, Revenue Recognition, CPA, Corporate Tax, Partnership Taxation, Sarbanes-Oxley Act, Income Tax, General Ledger, Tax Preparation, Tax Accounting, Sarbanes-Oxley, Forensic Accounting, Assurance, Tax Returns, Tax Research, Tax
Education
Arizona State University - W. P. Carey School of Business 1998 — 2003
Bachelor of Science, Accountancy, Accountancy
Blue Ridge High School
Chandler High School
Chuck McLane, CPA Chuck McLane, CPA's CBIZ MHM, LLC Experience 2002 - Present
Job Financial Services
Industry Accounting
Experience
Mayer Hoffman McCann P.C. June 2002 - Present
CBIZ MHM, LLC 2002 - Present
Andersen 1987 - 2002
Arthur Andersen 1987 - 2002
Skills
SEC reporting, IPO, Financial Reporting, Manufacturing, Audit, Due Diligence, Revenue Recognition, Auditing, Construction, Distribution, Hospitality, Accounting, Healthcare, ERISA, GAAP, CPA, SEC filings, Forensic Accounting, Mergers & Acquisitions, Management Consulting, US GAAP, Forecasting, Finance, Financial Audits, Sarbanes-Oxley Act, Business Valuation, Tax, Corporate Tax, Tax Research, Partnership Taxation, Financial Analysis, Internal Controls, Management, Financial Accounting, Budgets, Consulting, SEC Filings, Leadership, Strategic Planning
Education
Arizona State University 1983 — 1987
BS, Accounting
Mayer Hoffman McCann P.C. June 2002 - Present
CBIZ MHM, LLC 2002 - Present
Andersen 1987 - 2002
Arthur Andersen 1987 - 2002
Skills
SEC reporting, IPO, Financial Reporting, Manufacturing, Audit, Due Diligence, Revenue Recognition, Auditing, Construction, Distribution, Hospitality, Accounting, Healthcare, ERISA, GAAP, CPA, SEC filings, Forensic Accounting, Mergers & Acquisitions, Management Consulting, US GAAP, Forecasting, Finance, Financial Audits, Sarbanes-Oxley Act, Business Valuation, Tax, Corporate Tax, Tax Research, Partnership Taxation, Financial Analysis, Internal Controls, Management, Financial Accounting, Budgets, Consulting, SEC Filings, Leadership, Strategic Planning
Education
Arizona State University 1983 — 1987
BS, Accounting
Farhan Younas, CPA Farhan Younas, CPA's CBIZ MHM, LLC Experience January 2013 - July 2015
Job Corporate Accountant, JetBlue Airways
Industry Accounting
Experience
JetBlue Airways July 2015 - Present
CBIZ MHM, LLC January 2013 - July 2015
CBIZ MHM, LLC January 2012 - December 2012
Worldwide Business Research April 2011 - January 2012
Leona H. Chan, CPA January 2011 - April 2011
The Fresh Air Fund April 2010 - December 2010
Skills
Quickbooks, Microsoft Office, SunSystems, Accounts Payable, Accounting, General Ledger, Accounts Receivable, Financial Accounting, Microsoft Excel, Pivot Tables, Financial Reporting, Account Reconciliation, Peachtree, Auditing, CCH ProSystem fx, Tax Preparation, Corporate Tax, Income Tax
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
BBA, Accountancy
Valley Central High School 2004 — 2008
JetBlue Airways July 2015 - Present
CBIZ MHM, LLC January 2013 - July 2015
CBIZ MHM, LLC January 2012 - December 2012
Worldwide Business Research April 2011 - January 2012
Leona H. Chan, CPA January 2011 - April 2011
The Fresh Air Fund April 2010 - December 2010
Skills
Quickbooks, Microsoft Office, SunSystems, Accounts Payable, Accounting, General Ledger, Accounts Receivable, Financial Accounting, Microsoft Excel, Pivot Tables, Financial Reporting, Account Reconciliation, Peachtree, Auditing, CCH ProSystem fx, Tax Preparation, Corporate Tax, Income Tax
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
BBA, Accountancy
Valley Central High School 2004 — 2008
Stephanie Peters, CPA Stephanie Peters, CPA's CBIZ MHM, LLC Experience June 1997 - June 2014
Job Senior Tax Manager at Daniells Phillips Vaughan & Bock, CPAs & Advisors
Industry Accounting
Experience
Daniells Phillips Vaughan & Bock, CPAs & Advisors July 2014 - Present
CBIZ MHM, LLC June 1997 - June 2014
Education
California State University-Bakersfield 1995 — 1997
Bachelor of Science (B.S.), Business Administration, Magna Cum Laude
Bakersfield College 1993 — 1995
Associate of Arts (A.A.), Business Administration
Daniells Phillips Vaughan & Bock, CPAs & Advisors July 2014 - Present
CBIZ MHM, LLC June 1997 - June 2014
Education
California State University-Bakersfield 1995 — 1997
Bachelor of Science (B.S.), Business Administration, Magna Cum Laude
Bakersfield College 1993 — 1995
Associate of Arts (A.A.), Business Administration
Rosa Itzel Reefer, CPA, MBA Rosa Itzel Reefer, CPA, MBA's CBIZ MHM, LLC Experience January 2007 - April 2008
Job Senior Accountant
Industry Accounting
Experience
Limoneira Company June 2014 - Present
RL SAFE Accounting, Tax, Notary & Advisory Services September 2011 - Present
Paramount Citrus September 2013 - June 2014
Paramount Citrus - Creative Financial Staffing August 2013 - September 2013
Accountemps August 2011 - April 2012
Kern County - Auditor Controller Department April 2008 - July 2011
CBIZ MHM, LLC January 2007 - April 2008
Los Angeles County - Department of Children and Family Services March 2001 - January 2007
McDonald´s February 1998 - March 2001
Vidrios Panameños, S.A. October 1996 - October 1997
Skills
Accounting, Tax Preparation, Tax, Microsoft Excel, Auditing, Financial Accounting, Internal Controls, Account Reconciliation, Accounts Receivable, GAAP, Financial Statements, Fixed Assets, Sarbanes-Oxley Act, General Ledger, Accounts Payable, Bookkeeping, Forecasting, Tax Returns, Accruals, Income Tax, Budgets, Finance, Tax Accounting, Preparation, QuickBooks, Peachtree, Payroll Taxes, Bank Reconciliation, Balance, Cash Flow, Cost Accounting, Journal Entries, Payroll, Sales Tax
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), 3.95
California State University-Bakersfield 2005 — 2007
Bachelor of Science (BS), Business Administration/Accounting
Antelope Valley College 2003 — 2004
Associate of Science (A.S.), Business Administration and Management, General
Antelope Valley College 2001 — 2003
Business Computer Information Science Certificate, Computer and Information Sciences, General
Panama School 1993 — 1996
Diploma, Business Administration/Accounting/Bilingual Secretary
Limoneira Company June 2014 - Present
RL SAFE Accounting, Tax, Notary & Advisory Services September 2011 - Present
Paramount Citrus September 2013 - June 2014
Paramount Citrus - Creative Financial Staffing August 2013 - September 2013
Accountemps August 2011 - April 2012
Kern County - Auditor Controller Department April 2008 - July 2011
CBIZ MHM, LLC January 2007 - April 2008
Los Angeles County - Department of Children and Family Services March 2001 - January 2007
McDonald´s February 1998 - March 2001
Vidrios Panameños, S.A. October 1996 - October 1997
Skills
Accounting, Tax Preparation, Tax, Microsoft Excel, Auditing, Financial Accounting, Internal Controls, Account Reconciliation, Accounts Receivable, GAAP, Financial Statements, Fixed Assets, Sarbanes-Oxley Act, General Ledger, Accounts Payable, Bookkeeping, Forecasting, Tax Returns, Accruals, Income Tax, Budgets, Finance, Tax Accounting, Preparation, QuickBooks, Peachtree, Payroll Taxes, Bank Reconciliation, Balance, Cash Flow, Cost Accounting, Journal Entries, Payroll, Sales Tax
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), 3.95
California State University-Bakersfield 2005 — 2007
Bachelor of Science (BS), Business Administration/Accounting
Antelope Valley College 2003 — 2004
Associate of Science (A.S.), Business Administration and Management, General
Antelope Valley College 2001 — 2003
Business Computer Information Science Certificate, Computer and Information Sciences, General
Panama School 1993 — 1996
Diploma, Business Administration/Accounting/Bilingual Secretary
Victor Juliana Victor Juliana's CBIZ MHM, LLC Experience August 1998 - April 1999
Job Experienced Partnership Manager / Developer
Industry Marketing and Advertising
Experience
Bernstein-Rein Advertising May 1996 - Present
CBIZ MHM, LLC August 1998 - April 1999
Christensen Media Group July 1994 - May 1996
Skills
Digital Marketing, Account Management, Print Management, Advertising Sales, Media Planning, Direct Mail, Mobile Marketing, Multi-channel Marketing, Integrated Marketing, Press Releases, Direct Marketing, Interactive Marketing, Digital Strategy, Media Buying
Education
Avila University
University of Missouri-Kansas City
Urban Affairs / Economic Planning
Bernstein-Rein Advertising May 1996 - Present
CBIZ MHM, LLC August 1998 - April 1999
Christensen Media Group July 1994 - May 1996
Skills
Digital Marketing, Account Management, Print Management, Advertising Sales, Media Planning, Direct Mail, Mobile Marketing, Multi-channel Marketing, Integrated Marketing, Press Releases, Direct Marketing, Interactive Marketing, Digital Strategy, Media Buying
Education
Avila University
University of Missouri-Kansas City
Urban Affairs / Economic Planning
Olivia Caballero, CPA Olivia Caballero, CPA's CBIZ MHM, LLC Experience January 2000 - July 2012
Job Controller for an International Firm
Industry Accounting
Experience
Column5 Consulting July 2012 - Present
CBIZ MHM, LLC January 2000 - July 2012
Skills
Tax, CPA, Accounting, Financial Reporting, Corporate Tax, US GAAP, Income Tax, Tax Preparation, GAAP, Partnership Taxation, Tax Accounting, Tax Research, High Net Worth..., Tax Returns, Financial Statements, QuickBooks, Internal Controls, Financial Planning, S Corporations, General Ledger, Financial Accounting, Strategic Financial..., Fixed Assets, Tax Advisory, International Tax, SEC filings, Payroll Taxes, Microsoft Dynamics GP
Education
Arizona State University - W. P. Carey School of Business 1999 — 2000
Master of Taxation, Accounting
Arizona State University 1996 — 1999
Bachelor of Science (B.S.), Accounting
Column5 Consulting July 2012 - Present
CBIZ MHM, LLC January 2000 - July 2012
Skills
Tax, CPA, Accounting, Financial Reporting, Corporate Tax, US GAAP, Income Tax, Tax Preparation, GAAP, Partnership Taxation, Tax Accounting, Tax Research, High Net Worth..., Tax Returns, Financial Statements, QuickBooks, Internal Controls, Financial Planning, S Corporations, General Ledger, Financial Accounting, Strategic Financial..., Fixed Assets, Tax Advisory, International Tax, SEC filings, Payroll Taxes, Microsoft Dynamics GP
Education
Arizona State University - W. P. Carey School of Business 1999 — 2000
Master of Taxation, Accounting
Arizona State University 1996 — 1999
Bachelor of Science (B.S.), Accounting
Kirsten Lee's CBIZ MHM, LLC Experience January 2014 - January 2014
Job Intern at Aon Risk Solutions
Industry Accounting
Experience
Aon Risk Solutions May 2015 - August 2015
Deloitte June 2015 - June 2015
Amway June 2014 - July 2014
CBIZ MHM, LLC January 2014 - January 2014
Maine Township High School South District 207 July 2010 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Teamwork, Leadership, Research, Facebook
Education
University of Illinois at Urbana-Champaign 2013 — 2017
Bachelor of Science, Accountancy
Nanyang Business School, NTU 2015 — 2015
Bachelor's degree, Business Administration and Management, General
Maine Township High School South 2009 — 2013
Aon Risk Solutions May 2015 - August 2015
Deloitte June 2015 - June 2015
Amway June 2014 - July 2014
CBIZ MHM, LLC January 2014 - January 2014
Maine Township High School South District 207 July 2010 - July 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Teamwork, Leadership, Research, Facebook
Education
University of Illinois at Urbana-Champaign 2013 — 2017
Bachelor of Science, Accountancy
Nanyang Business School, NTU 2015 — 2015
Bachelor's degree, Business Administration and Management, General
Maine Township High School South 2009 — 2013
Nicholas Blakiston, CPA Nicholas Blakiston, CPA's CBIZ MHM, LLC Experience July 2012 - Present
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2012 - Present
Joy C. Cervantes CPA, P.C. February 2012 - April 2012
H&R Block 2007 - 2010
US Navy August 2000 - August 2006
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
Master of Taxation
Arizona State University, W. P. Carey School of Business 2009 — 2011
Bachelor of Science (B.S.), Accountancy
Thomas Edison State College 2007 — 2008
Bachelor's Degree, Nuclear Engineering Technology/Technician
Chaparral High School 1996 — 2000
High School
CBIZ MHM, LLC July 2012 - Present
Joy C. Cervantes CPA, P.C. February 2012 - April 2012
H&R Block 2007 - 2010
US Navy August 2000 - August 2006
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
Master of Taxation
Arizona State University, W. P. Carey School of Business 2009 — 2011
Bachelor of Science (B.S.), Accountancy
Thomas Edison State College 2007 — 2008
Bachelor's Degree, Nuclear Engineering Technology/Technician
Chaparral High School 1996 — 2000
High School
Amanda Manfredi Amanda Manfredi's CBIZ MHM, LLC Experience 2012 - 2012
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
Loyola University Chicago August 2013 - July 2014
CFO Certified Public Accountants March 2013 - May 2013
ACAC Fitness & Wellness Center February 2013 - May 2013
State Farm Sharon Layman Agency November 2012 - December 2012
Arizona State University Women's Club Soccer April 2010 - January 2012
CBIZ MHM, LLC 2012 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Auditing, Customer Service, Access, Event Planning, Social Media, Research, Social Networking, QuickBooks, Bank Reconciliation, Teamwork, Outlook, Sales
Education
Loyola University of Chicago 2013 — 2014
Master of Science (M.S.), Accounting
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Accounting and International Business
Bozeman High School 2004 — 2008
McGladrey October 2014 - Present
Loyola University Chicago August 2013 - July 2014
CFO Certified Public Accountants March 2013 - May 2013
ACAC Fitness & Wellness Center February 2013 - May 2013
State Farm Sharon Layman Agency November 2012 - December 2012
Arizona State University Women's Club Soccer April 2010 - January 2012
CBIZ MHM, LLC 2012 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Auditing, Customer Service, Access, Event Planning, Social Media, Research, Social Networking, QuickBooks, Bank Reconciliation, Teamwork, Outlook, Sales
Education
Loyola University of Chicago 2013 — 2014
Master of Science (M.S.), Accounting
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Accounting and International Business
Bozeman High School 2004 — 2008
Rakesh Abad's CBIZ MHM, LLC Experience September 2012 - Present
Job Consultant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2012 - Present
Skills
Appraisals, Customer Service, Sales, Computer Proficiency, Typing, Conflict Management, Collections, Data Entry, Property Tax, Valuation
Education
Albany State University 2001 — 2007
Bachelor of Science (B.S.), Business Information Systems
Greene-Taliaferro High School 1997 — 2001
High School Diploma
CBIZ MHM, LLC September 2012 - Present
Skills
Appraisals, Customer Service, Sales, Computer Proficiency, Typing, Conflict Management, Collections, Data Entry, Property Tax, Valuation
Education
Albany State University 2001 — 2007
Bachelor of Science (B.S.), Business Information Systems
Greene-Taliaferro High School 1997 — 2001
High School Diploma
Kim Hubscher's CBIZ MHM, LLC Experience January 2008 - Present
Job Assistant Controller at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2008 - Present
CBIZ MHM, LLC April 2007 - December 2007
CBIZ MHM, LLC September 2004 - March 2007
The Pension Company March 2002 - August 2004
The Franklin Mint September 1997 - March 2002
Skills
Accounts Receivable, Invoicing, Accounts Payable, Microsoft Excel, Data Entry, Microsoft Word, Time Management, PowerPoint, Payroll, Financial Reporting, Accounting, Microsoft Office, Outlook, Financial Analysis
Education
American Public University System 2009 — 2013
Bachelor's Degree
The Chubb Institute 1999 — 2001
Diploma in Computer Programming
Berklee College of Music 1993 — 1996
CBIZ MHM, LLC January 2008 - Present
CBIZ MHM, LLC April 2007 - December 2007
CBIZ MHM, LLC September 2004 - March 2007
The Pension Company March 2002 - August 2004
The Franklin Mint September 1997 - March 2002
Skills
Accounts Receivable, Invoicing, Accounts Payable, Microsoft Excel, Data Entry, Microsoft Word, Time Management, PowerPoint, Payroll, Financial Reporting, Accounting, Microsoft Office, Outlook, Financial Analysis
Education
American Public University System 2009 — 2013
Bachelor's Degree
The Chubb Institute 1999 — 2001
Diploma in Computer Programming
Berklee College of Music 1993 — 1996
JINJING BI JINJING BI's CBIZ MHM, LLC Experience March 2014 - July 2015
Job Associate Auditor in KPMG
Industry Accounting
Experience
KPMG US July 2015 - Present
CBIZ MHM, LLC March 2014 - July 2015
Virtela Technology Services Incorporated June 2013 - November 2013
China Travel and Tour November 2012 - June 2013
Skills
Fluent in English and..., Proficient in Microsoft..., Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Tax Preparation, QuickBooks, Bookkeeping, Accounting, Auditing, Oracle, Data Analysis, Accounts Receivable, Accounts Payable, Financial Analysis, Invoicing, Financial Statements, Financial Accounting, Analysis, Financial Reporting, Finance
Education
University of Denver 2012 — 2013
Master of Science in Accounting, Accounting, 3.8
Ningbo University 2007 — 2011
Bachelor's degree, International Business/Trade/Commerce, 3.6
KPMG US July 2015 - Present
CBIZ MHM, LLC March 2014 - July 2015
Virtela Technology Services Incorporated June 2013 - November 2013
China Travel and Tour November 2012 - June 2013
Skills
Fluent in English and..., Proficient in Microsoft..., Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Tax Preparation, QuickBooks, Bookkeeping, Accounting, Auditing, Oracle, Data Analysis, Accounts Receivable, Accounts Payable, Financial Analysis, Invoicing, Financial Statements, Financial Accounting, Analysis, Financial Reporting, Finance
Education
University of Denver 2012 — 2013
Master of Science in Accounting, Accounting, 3.8
Ningbo University 2007 — 2011
Bachelor's degree, International Business/Trade/Commerce, 3.6
Tayler Koenig Tayler Koenig's CBIZ MHM, LLC Experience October 2010 - July 2012
Job Senior Account Manager at CoBiz Insurance
Industry Insurance
Experience
CoBiz Insurance July 2014 - Present
Benefit Services Group Inc May 2013 - July 2014
CIGNA July 2012 - May 2013
CBIZ MHM, LLC October 2010 - July 2012
FirstBank September 2008 - October 2010
Skills
Life Insurance, Health Insurance, Accident Insurance, Employee Benefits, Benefits Administration, Marketing Communications, Reports Analysis, Adobe Design Programs, Microsoft Office, COBRA, Insurance, Brokers, Health Savings Accounts, Account Management, Customer Service, Management, Sales, Underwriting, Disability Insurance
Education
Arapahoe Community College
Interior Design, Marketing
ThunderRidge High School 2002 — 2007
CoBiz Insurance July 2014 - Present
Benefit Services Group Inc May 2013 - July 2014
CIGNA July 2012 - May 2013
CBIZ MHM, LLC October 2010 - July 2012
FirstBank September 2008 - October 2010
Skills
Life Insurance, Health Insurance, Accident Insurance, Employee Benefits, Benefits Administration, Marketing Communications, Reports Analysis, Adobe Design Programs, Microsoft Office, COBRA, Insurance, Brokers, Health Savings Accounts, Account Management, Customer Service, Management, Sales, Underwriting, Disability Insurance
Education
Arapahoe Community College
Interior Design, Marketing
ThunderRidge High School 2002 — 2007
Melanie Rogoff Melanie Rogoff's CBIZ MHM, LLC Experience May 2014 - May 2014
Job Student, Arizona State University
Industry Entertainment
Experience
Sleeping Giant Music Group March 2015 - Present
KASC The Blaze 1330 A.M. September 2011 - Present
Jewish National Fund of Arizona August 2014 - August 2014
CBIZ MHM, LLC May 2014 - May 2014
Skills
Social Media, Marketing, Radio, Music, Research, Social Networking, Time Management, Public Relations, Microsoft Office, Microsoft Excel, Accounting, French, Songwriting, Event Planning, PowerPoint, Microsoft Word, Leadership, Teamwork, Public Speaking, Management, Social Media Marketing, Marketing Strategy, Marketing Communications, Writing, Creative Writing, Entertainment, Ethics, Law, Communication, Blogging
Education
Arizona State University
Sleeping Giant Music Group March 2015 - Present
KASC The Blaze 1330 A.M. September 2011 - Present
Jewish National Fund of Arizona August 2014 - August 2014
CBIZ MHM, LLC May 2014 - May 2014
Skills
Social Media, Marketing, Radio, Music, Research, Social Networking, Time Management, Public Relations, Microsoft Office, Microsoft Excel, Accounting, French, Songwriting, Event Planning, PowerPoint, Microsoft Word, Leadership, Teamwork, Public Speaking, Management, Social Media Marketing, Marketing Strategy, Marketing Communications, Writing, Creative Writing, Entertainment, Ethics, Law, Communication, Blogging
Education
Arizona State University
Janell Niederriter's CBIZ MHM, LLC Experience January 2014 - August 2015
Job Graduate Assistant at American University
Industry Public Relations and Communications
Experience
CBIZ MHM, LLC January 2014 - August 2015
CBIZ MHM, LLC October 2012 - January 2014
Guide 2 Athens/Bulldawg Illustrated April 2011 - May 2012
Kappa Alpha Theta, Gamma Delta Chapter August 2010 - January 2012
Athens Banner-Herald August 2010 - October 2010
Hot Schatz PR May 2010 - July 2010
Belltower Books December 2009 - May 2010
Skills
Social Media, Social Media Marketing, Blogging, Event Planning, Marketing Communications, Salesforce.com..., Hootsuite, Strategic Communications, Corporate Communications, Brand Management, Internal & External..., Event Management
Education
American University 2015 — 2016
Master’s Degree, Strategic Communication
The University of Georgia 2008 — 2012
Bachelor of Arts (B.A.) in Journalism, Advertising- Grady College of Journalism & Mass Communication
The University of Georgia 2008 — 2012
Bachelor of Arts (B.A.), English- Franklin College of Arts and Sciences
St. Agnes Academy 2004 — 2008
CBIZ MHM, LLC January 2014 - August 2015
CBIZ MHM, LLC October 2012 - January 2014
Guide 2 Athens/Bulldawg Illustrated April 2011 - May 2012
Kappa Alpha Theta, Gamma Delta Chapter August 2010 - January 2012
Athens Banner-Herald August 2010 - October 2010
Hot Schatz PR May 2010 - July 2010
Belltower Books December 2009 - May 2010
Skills
Social Media, Social Media Marketing, Blogging, Event Planning, Marketing Communications, Salesforce.com..., Hootsuite, Strategic Communications, Corporate Communications, Brand Management, Internal & External..., Event Management
Education
American University 2015 — 2016
Master’s Degree, Strategic Communication
The University of Georgia 2008 — 2012
Bachelor of Arts (B.A.) in Journalism, Advertising- Grady College of Journalism & Mass Communication
The University of Georgia 2008 — 2012
Bachelor of Arts (B.A.), English- Franklin College of Arts and Sciences
St. Agnes Academy 2004 — 2008
Danielle Fuentes, CPA Danielle Fuentes, CPA's CBIZ MHM, LLC Experience January 2009 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2009 - Present
Skills
Partnership Taxation, Personal Income Tax..., Tax Research, Tax Accounting, Corporate Tax, Personal Tax Planning, Business Tax Planning, CPA, Tax, Financial Statements, General Ledger, Income Tax, Accounting
Education
Arizona State University 2008 — 2009
Master's degree, Taxation
Arizona State University 2004 — 2008
Bachelor of Science (B.S.), Accountancy
CBIZ MHM, LLC January 2009 - Present
Skills
Partnership Taxation, Personal Income Tax..., Tax Research, Tax Accounting, Corporate Tax, Personal Tax Planning, Business Tax Planning, CPA, Tax, Financial Statements, General Ledger, Income Tax, Accounting
Education
Arizona State University 2008 — 2009
Master's degree, Taxation
Arizona State University 2004 — 2008
Bachelor of Science (B.S.), Accountancy
Nathan Faler, CPA Nathan Faler, CPA's CBIZ MHM, LLC Experience July 2011 - June 2015
Job Financial Analyst at Plexus Worldwide
Industry Accounting
Experience
Plexus Worldwide June 2015 - Present
CBIZ MHM, LLC July 2011 - June 2015
SimonMed Imaging January 2010 - July 2011
Skills
CPA, GAAP, Auditing, US GAAP, Internal Controls, Accounting, Financial Reporting, External Audit, Financial Accounting, Tax Research, Assurance, Sarbanes-Oxley Act, Revenue Recognition, Financial Statements, Teaching, Leadership, Team Leadership
Education
University of Connecticut 2010 — 2011
Master's degree, Accountancy
Arizona State University 2004 — 2010
Bachelor of Science (BS), Accounting
Plexus Worldwide June 2015 - Present
CBIZ MHM, LLC July 2011 - June 2015
SimonMed Imaging January 2010 - July 2011
Skills
CPA, GAAP, Auditing, US GAAP, Internal Controls, Accounting, Financial Reporting, External Audit, Financial Accounting, Tax Research, Assurance, Sarbanes-Oxley Act, Revenue Recognition, Financial Statements, Teaching, Leadership, Team Leadership
Education
University of Connecticut 2010 — 2011
Master's degree, Accountancy
Arizona State University 2004 — 2010
Bachelor of Science (BS), Accounting
Jamila AlSarheed Jamila AlSarheed's CBIZ MHM, LLC Experience November 2010 - April 2013
Job Project Manager at Aliyat LLC
Industry Mechanical or Industrial Engineering
Experience
Aliyat LLC July 2014 - Present
Al Ghurair Commodities February 2014 - Present
creativeLIVE September 2013 - January 2014
CBIZ MHM, LLC November 2010 - April 2013
Catalyst IpF October 2009 - October 2010
Kingdom Holding Company January 2005 - March 2006
The Ad Vantage January 2004 - May 2004
Martinez Gallery October 2003 - November 2003
King Faisal Specialist Hospital October 1999 - March 2000
Dr Sulaiman Al Habib medical center May 1999 - October 1999
Skills
Photography, Change Management, Strategic Planning, Leadership, Advertising, Strategic Communications, Logo Design, Product Design, Organization &..., Claymation, Architectural Drawings, Architectural Modeling, Creative Strategy, Visual Communication, Concept Development, Graphic Design, Project Management, Photoshop, Public Speaking, Strategy
Education
American University - Kogod School of Business 2009 — 2009
Graduate Business Certificate, Leadership Essentials for Professionals
American University 2007 — 2009
MA, Public Communication
The Catholic University of America 2006 — 2006
One year of Masters level courses (28 credits), Architecture & Planning, GPA 3.5/4.0
State University of New York at Albany 2001 — 2004
Bachelor of Arts (B.A.) [Double Major], Anthropology Honors + Fine Arts, Cum Laude Graduate GPA 3.4/4.0
Aliyat LLC July 2014 - Present
Al Ghurair Commodities February 2014 - Present
creativeLIVE September 2013 - January 2014
CBIZ MHM, LLC November 2010 - April 2013
Catalyst IpF October 2009 - October 2010
Kingdom Holding Company January 2005 - March 2006
The Ad Vantage January 2004 - May 2004
Martinez Gallery October 2003 - November 2003
King Faisal Specialist Hospital October 1999 - March 2000
Dr Sulaiman Al Habib medical center May 1999 - October 1999
Skills
Photography, Change Management, Strategic Planning, Leadership, Advertising, Strategic Communications, Logo Design, Product Design, Organization &..., Claymation, Architectural Drawings, Architectural Modeling, Creative Strategy, Visual Communication, Concept Development, Graphic Design, Project Management, Photoshop, Public Speaking, Strategy
Education
American University - Kogod School of Business 2009 — 2009
Graduate Business Certificate, Leadership Essentials for Professionals
American University 2007 — 2009
MA, Public Communication
The Catholic University of America 2006 — 2006
One year of Masters level courses (28 credits), Architecture & Planning, GPA 3.5/4.0
State University of New York at Albany 2001 — 2004
Bachelor of Arts (B.A.) [Double Major], Anthropology Honors + Fine Arts, Cum Laude Graduate GPA 3.4/4.0
Wendy L. Caldwell, CPA/MBA's CBIZ MHM, LLC Experience June 2003 - June 2004
Job Executive Director at Eisner Jaffe, A Professional Corporation
Industry Law Practice
Experience
Eisner Jaffe, A Professional Corporation June 2008 - Present
VistaCare June 2004 - June 2008
CBIZ MHM, LLC June 2003 - June 2004
Skills
Corporate Law, Legal Research, Litigation, Mergers & Acquisitions, Employment Law, Intellectual Property, Commercial Litigation, Legal Assistance, Legal Writing, Corporate Governance, Due Diligence, Administrative..., Civil Litigation, Employee Relations, Bankruptcy, Contract Negotiation, Mediation, Employee Benefits, Office Management, Microsoft Office, Mergers, Cross Functional Team..., Finance, Microsoft Word, Microsoft Excel, Accounting, Licensing, Leadership
Education
University of California, Los Angeles 2012 — 2015
Human Resources Certification, Human Resources Management/Personnel Administration, General
Grand Canyon University 2006 — 2008
MBA, Finance
Arizona State University 1999 — 2003
BS, Accountancy & Communications
Eisner Jaffe, A Professional Corporation June 2008 - Present
VistaCare June 2004 - June 2008
CBIZ MHM, LLC June 2003 - June 2004
Skills
Corporate Law, Legal Research, Litigation, Mergers & Acquisitions, Employment Law, Intellectual Property, Commercial Litigation, Legal Assistance, Legal Writing, Corporate Governance, Due Diligence, Administrative..., Civil Litigation, Employee Relations, Bankruptcy, Contract Negotiation, Mediation, Employee Benefits, Office Management, Microsoft Office, Mergers, Cross Functional Team..., Finance, Microsoft Word, Microsoft Excel, Accounting, Licensing, Leadership
Education
University of California, Los Angeles 2012 — 2015
Human Resources Certification, Human Resources Management/Personnel Administration, General
Grand Canyon University 2006 — 2008
MBA, Finance
Arizona State University 1999 — 2003
BS, Accountancy & Communications
Max Sharp Max Sharp's CBIZ MHM, LLC Experience
Job Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC
Skills
Accounting, Financial Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Internal Controls
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master's degree, Accounting
Arizona State University 2008 — 2012
Bachelor's degree, Accounting and Finance
CBIZ MHM, LLC
Skills
Accounting, Financial Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Internal Controls
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master's degree, Accounting
Arizona State University 2008 — 2012
Bachelor's degree, Accounting and Finance
Sarah (Botto) Bigham Sarah (Botto) Bigham's CBIZ MHM, LLC Experience 2009 - 2010
Job Security Analyst at Indiana University (RENISAC)
Industry Information Technology and Services
Experience
REN-ISAC March 2014 - Present
Harvard University July 2012 - September 2013
Harvard University September 2010 - July 2012
CBIZ MHM, LLC 2009 - 2010
Tofias PC 2008 - 2009
Sabre Systems Inc. September 2006 - April 2008
Comcast Cable January 2003 - September 2006
Skills
Active Directory, Servers, Troubleshooting, Microsoft Exchange, Information Technology, Windows, Software Installation, Training, Laptops, Software Documentation, Administration, BMC Remedy, Windows Server, Technical Support, Microsoft Office, Outlook, Windows XP, Help Desk Support, Operating Systems, HIPAA, Networking, Hardware, Computer Hardware, Call Centers, Norton Ghost, System Administration, ITIL, Databases
Education
Anne Arundel Community College 2000 — 2002
Associate of Applied Sciences, Computer Network Management
University of Maryland University College
Bachelor of Science, Information Systems Management
REN-ISAC March 2014 - Present
Harvard University July 2012 - September 2013
Harvard University September 2010 - July 2012
CBIZ MHM, LLC 2009 - 2010
Tofias PC 2008 - 2009
Sabre Systems Inc. September 2006 - April 2008
Comcast Cable January 2003 - September 2006
Skills
Active Directory, Servers, Troubleshooting, Microsoft Exchange, Information Technology, Windows, Software Installation, Training, Laptops, Software Documentation, Administration, BMC Remedy, Windows Server, Technical Support, Microsoft Office, Outlook, Windows XP, Help Desk Support, Operating Systems, HIPAA, Networking, Hardware, Computer Hardware, Call Centers, Norton Ghost, System Administration, ITIL, Databases
Education
Anne Arundel Community College 2000 — 2002
Associate of Applied Sciences, Computer Network Management
University of Maryland University College
Bachelor of Science, Information Systems Management
Juliana Thompson Juliana Thompson's CBIZ MHM, LLC Experience May 2013 - May 2013
Job Teaching Assistant at Arizona State University
Industry Accounting
Experience
Arizona State University August 2014 - May 2015
Alliance Bank of Arizona January 2014 - August 2014
Clifton Larson Allen June 2014 - July 2014
Arizona State University June 2012 - January 2014
McGladrey July 2013 - July 2013
Schmidt Westergard & Company, PLLC June 2013 - June 2013
CBIZ MHM, LLC May 2013 - May 2013
Skills
Customer Service, Administrative..., Loans, Mortgage Lending, Mortgage Banking, Social Skills, Calendaring, Microsoft Office, Executive Support, Business Correspondence, Calendars, PowerPoint, Residential Mortgages, Switchboard Operator, Management, Microsoft Excel, Business Writing, Accounting
Education
Arizona State University, W. P. Carey School of Business 2014 — 2015
Master's Degree, Accountancy
Arizona State University 2012 — 2014
Bachelor's Degree, Accounting and Business/Management, 3.68 GPA
Arizona State University August 2014 - May 2015
Alliance Bank of Arizona January 2014 - August 2014
Clifton Larson Allen June 2014 - July 2014
Arizona State University June 2012 - January 2014
McGladrey July 2013 - July 2013
Schmidt Westergard & Company, PLLC June 2013 - June 2013
CBIZ MHM, LLC May 2013 - May 2013
Skills
Customer Service, Administrative..., Loans, Mortgage Lending, Mortgage Banking, Social Skills, Calendaring, Microsoft Office, Executive Support, Business Correspondence, Calendars, PowerPoint, Residential Mortgages, Switchboard Operator, Management, Microsoft Excel, Business Writing, Accounting
Education
Arizona State University, W. P. Carey School of Business 2014 — 2015
Master's Degree, Accountancy
Arizona State University 2012 — 2014
Bachelor's Degree, Accounting and Business/Management, 3.68 GPA
Woo Chang Kang Woo Chang Kang's CBIZ MHM, LLC Experience February 2013 - April 2013
Job Accountant at Farmer's Market International
Industry Accounting
Experience
Cordova Farmer's Market International June 2013 - Present
CBIZ MHM, LLC February 2013 - April 2013
The University of Memphis May 2010 - December 2012
Skills
Accounting, Microsoft Office, Korean, Chinese
Education
The University of Memphis 2011 — 2012
Masters Degree, Accounting, 3.57
Beijing Normal University 2011 — 2011
Chinese Language, 88
The University of Memphis 2009 — 2011
Bachelor's degree, Accounting, 3.75
Cordova Farmer's Market International June 2013 - Present
CBIZ MHM, LLC February 2013 - April 2013
The University of Memphis May 2010 - December 2012
Skills
Accounting, Microsoft Office, Korean, Chinese
Education
The University of Memphis 2011 — 2012
Masters Degree, Accounting, 3.57
Beijing Normal University 2011 — 2011
Chinese Language, 88
The University of Memphis 2009 — 2011
Bachelor's degree, Accounting, 3.75
Erin (Mulvaney) Jones, CPA Erin (Mulvaney) Jones, CPA's CBIZ MHM, LLC Experience January 2011 - October 2013
Job at
Industry Accounting
Experience
Blue Cross Blue Shield of Arizona April 2015 - Present
Blue Cross Blue Shield of Arizona October 2013 - Present
CBIZ MHM, LLC January 2011 - October 2013
CBIZ MHM, LLC August 2006 - December 2010
CBIZ MHM, LLC July 2004 - July 2006
Skills
Audits of Employee..., Construction Accounting, US GAAP, CPA, GAAP, Auditing, Internal Controls
Education
Arizona State University 1999 — 2003
Bachelor of Science (BS), Accounting
Blue Cross Blue Shield of Arizona April 2015 - Present
Blue Cross Blue Shield of Arizona October 2013 - Present
CBIZ MHM, LLC January 2011 - October 2013
CBIZ MHM, LLC August 2006 - December 2010
CBIZ MHM, LLC July 2004 - July 2006
Skills
Audits of Employee..., Construction Accounting, US GAAP, CPA, GAAP, Auditing, Internal Controls
Education
Arizona State University 1999 — 2003
Bachelor of Science (BS), Accounting
Jianjie Li Jianjie Li's CBIZ MHM, LLC Experience November 2014 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC November 2014 - Present
Tempe January 2014 - Present
Ketelaar Accounting June 2014 - November 2014
Natixis June 2013 - August 2013
Huixin Accounting Firm May 2012 - August 2012
Bank of Beijing June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
Arizona State University 2013 — 2014
Master of Accounting
Utah State University 2009 — 2013
BS in Accounting and Economics
CBIZ MHM, LLC November 2014 - Present
Tempe January 2014 - Present
Ketelaar Accounting June 2014 - November 2014
Natixis June 2013 - August 2013
Huixin Accounting Firm May 2012 - August 2012
Bank of Beijing June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office
Education
Arizona State University 2013 — 2014
Master of Accounting
Utah State University 2009 — 2013
BS in Accounting and Economics
Bart Bates, CPA Bart Bates, CPA's CBIZ MHM, LLC Experience August 2000 - August 2005
Job Construction Driven By Steel
Industry Construction
Experience
Agate, Inc. May 2014 - Present
Razmataz May 2011 - March 2013
Razmataz February 2009 - May 2011
SelectBuild Arizona, LLC September 2007 - November 2008
SelectBuild Arizona, LLC September 2005 - September 2007
CBIZ MHM, LLC August 2000 - August 2005
Skills
Accounting, GAAP, Financial Reporting, CPA, Auditing, Internal Controls, QuickBooks, General Ledger, Financial Accounting, Financial Statements, Sarbanes-Oxley Act, Financial Analysis, Account Reconciliation, Accounts Payable, Cash Flow, Accounts Receivable, Cost Accounting, Financial Audits, Payroll, Consolidation, Forecasting, Variance Analysis, Budgets, Cash Management, Sales Tax, US GAAP, Microsoft Excel, Cash Flow Forecasting, Invoicing, Process Improvement, Management, Leadership
Education
Arizona State University - W. P. Carey School of Business 1996 — 2000
Bachelor of Arts (B.A.), Accounting
Agate, Inc. May 2014 - Present
Razmataz May 2011 - March 2013
Razmataz February 2009 - May 2011
SelectBuild Arizona, LLC September 2007 - November 2008
SelectBuild Arizona, LLC September 2005 - September 2007
CBIZ MHM, LLC August 2000 - August 2005
Skills
Accounting, GAAP, Financial Reporting, CPA, Auditing, Internal Controls, QuickBooks, General Ledger, Financial Accounting, Financial Statements, Sarbanes-Oxley Act, Financial Analysis, Account Reconciliation, Accounts Payable, Cash Flow, Accounts Receivable, Cost Accounting, Financial Audits, Payroll, Consolidation, Forecasting, Variance Analysis, Budgets, Cash Management, Sales Tax, US GAAP, Microsoft Excel, Cash Flow Forecasting, Invoicing, Process Improvement, Management, Leadership
Education
Arizona State University - W. P. Carey School of Business 1996 — 2000
Bachelor of Arts (B.A.), Accounting
Anita Walker's CBIZ MHM, LLC Experience June 2001 - Present
Job Controller at CBIZMHM, LLC
Industry Accounting
Experience
CBIZ-MHM, LLC June 2001 - Present
Analysts International Corp October 1983 - March 2001
Skills
Financial Reporting, Accounting, Internal Controls, Revenue Recognition, Human Resources, Payroll, Budgets, Accounts Receivable, Microsoft Office, Analysis, Finance, General Ledger, Financial Accounting, Sarbanes-Oxley Act
Education
Baldwin Wallace University
BA, Business Management
CBIZ-MHM, LLC June 2001 - Present
Analysts International Corp October 1983 - March 2001
Skills
Financial Reporting, Accounting, Internal Controls, Revenue Recognition, Human Resources, Payroll, Budgets, Accounts Receivable, Microsoft Office, Analysis, Finance, General Ledger, Financial Accounting, Sarbanes-Oxley Act
Education
Baldwin Wallace University
BA, Business Management
Terry Hothem, CPA Terry Hothem, CPA's CBIZ MHM, LLC Experience January 1974 - Present
Job Audit & Accounting Expert
Industry Accounting
Experience
CBIZ MHM, LLC January 1974 - Present
Mayer Hoffman McCann P.C. January 1974 - Present
Skills
Accounting, Consulting, Instructors, Speaker Development, GAAP, US GAAP, Financial Accounting, Financial Reporting, Revenue Recognition, Mergers
Education
Arizona State University
Bachelor's degree, Accounting
Arizona State University
Master of Business Administration (MBA), Business Administration and Management, General
CBIZ MHM, LLC January 1974 - Present
Mayer Hoffman McCann P.C. January 1974 - Present
Skills
Accounting, Consulting, Instructors, Speaker Development, GAAP, US GAAP, Financial Accounting, Financial Reporting, Revenue Recognition, Mergers
Education
Arizona State University
Bachelor's degree, Accounting
Arizona State University
Master of Business Administration (MBA), Business Administration and Management, General
Kevin Head Kevin Head's CBIZ MHM, LLC Experience July 2008 - December 2010
Job Senior Consultant at Junction Solutions
Industry Financial Services
Experience
Junction Solutions February 2013 - Present
Van Gilder Insurance January 2012 - July 2012
Northwestern Mutual January 2011 - December 2011
CBIZ MHM, LLC July 2008 - December 2010
Skills
SEC filings, GAAP, US GAAP, Financial Reporting, Accounting, CPA, Financial Analysis, Financial Statements, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Auditing, External Audit, Sarbanes-Oxley, Budgets, Forecasting, Finance, Revenue Recognition, SEC Filings
Education
Arizona State University - W. P. Carey School of Business 2003 — 2007
Bachelors, Accounting
Mullen High School 2000 — 2003
Junction Solutions February 2013 - Present
Van Gilder Insurance January 2012 - July 2012
Northwestern Mutual January 2011 - December 2011
CBIZ MHM, LLC July 2008 - December 2010
Skills
SEC filings, GAAP, US GAAP, Financial Reporting, Accounting, CPA, Financial Analysis, Financial Statements, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Auditing, External Audit, Sarbanes-Oxley, Budgets, Forecasting, Finance, Revenue Recognition, SEC Filings
Education
Arizona State University - W. P. Carey School of Business 2003 — 2007
Bachelors, Accounting
Mullen High School 2000 — 2003
Bailey Tocco, CPA Bailey Tocco, CPA's CBIZ MHM, LLC Experience July 2013 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2013 - Present
WealthPoint, LLC September 2012 - July 2013
CBIZ MHM, LLC September 2005 - September 2012
CBIZ MHM, LLC January 2005 - April 2005
Skills
Tax Preparation, Consulting, Income Tax, High Net Worth..., Tax Advisory, Partnership Taxation, CPA, Tax, Mergers & Acquisitions, Corporate Tax, Tax Returns, General Ledger, Tax Law
Education
Arizona State University 2000 — 2004
BA, Accounting
CBIZ MHM, LLC July 2013 - Present
WealthPoint, LLC September 2012 - July 2013
CBIZ MHM, LLC September 2005 - September 2012
CBIZ MHM, LLC January 2005 - April 2005
Skills
Tax Preparation, Consulting, Income Tax, High Net Worth..., Tax Advisory, Partnership Taxation, CPA, Tax, Mergers & Acquisitions, Corporate Tax, Tax Returns, General Ledger, Tax Law
Education
Arizona State University 2000 — 2004
BA, Accounting
Cord Armstrong, CPA, MST, CCIFP Cord Armstrong, CPA, MST, CCIFP's CBIZ MHM, LLC Experience August 2000 - Present
Job Financial Services & Tax Expert
Industry Accounting
Experience
CBIZ MHM, LLC August 2000 - Present
Walker & Armstrong, LLP 1987 - 2000
Skills
High Net Worth..., Corporate Tax, Construction Accounting, Accounting, Tax, Financial Analysis, Financial Statements, CPA, Finance, Management, Auditing, Valuation, Income Tax
Education
Arizona State University 1983 — 1986
Bachelor of Science in Accounting
CBIZ MHM, LLC August 2000 - Present
Walker & Armstrong, LLP 1987 - 2000
Skills
High Net Worth..., Corporate Tax, Construction Accounting, Accounting, Tax, Financial Analysis, Financial Statements, CPA, Finance, Management, Auditing, Valuation, Income Tax
Education
Arizona State University 1983 — 1986
Bachelor of Science in Accounting
Anthony Combs CPA Anthony Combs CPA's CBIZ MHM, LLC Experience 2005 - 2010
Job Corporate Controller at Radisys Corporation
Industry Accounting
Experience
Radisys Corporation September 2012 - Present
US Airways June 2011 - September 2012
PricewaterhouseCoopers 2010 - 2011
CBIZ MHM, LLC 2005 - 2010
Skills
SEC filings, US GAAP, Accounting, Auditing, Sarbanes-Oxley Act, Revenue Recognition, Financial Audits, GAAP, External Audit, Financial Statements, CPA, Internal Audit, Tax, Technical Accounting...
Education
Arizona State University, W. P. Carey School of Business 2005 — 2006
Masters of Accountancy and Information Systems
Arizona State University 2001 — 2005
Bachelors of Accountancy
Radisys Corporation September 2012 - Present
US Airways June 2011 - September 2012
PricewaterhouseCoopers 2010 - 2011
CBIZ MHM, LLC 2005 - 2010
Skills
SEC filings, US GAAP, Accounting, Auditing, Sarbanes-Oxley Act, Revenue Recognition, Financial Audits, GAAP, External Audit, Financial Statements, CPA, Internal Audit, Tax, Technical Accounting...
Education
Arizona State University, W. P. Carey School of Business 2005 — 2006
Masters of Accountancy and Information Systems
Arizona State University 2001 — 2005
Bachelors of Accountancy
Jessica Bickle Jessica Bickle's CBIZ MHM, LLC Experience February 2015 - April 2015
Job Master of Taxation (MTax) student at W. P. Carey School of Business
Industry Financial Services
Experience
ON Semiconductor June 2013 - May 2015
CBIZ MHM, LLC February 2015 - April 2015
Strategic Points Tax Solutions March 2013 - June 2013
Quest Ventures Southwest December 2012 - March 2013
International Cruise and Excursions July 2012 - November 2012
International Cruise and Excursions January 2011 - November 2012
Skills
Direct Sales, Microsoft Excel, Microsoft Office, Accounts Payable, Accounts Receivable, Auditing, PowerPoint, Sales Process, Accounting, Data Analysis, Time Management
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Bachelor of Science (B.S.), Accountancy
ON Semiconductor June 2013 - May 2015
CBIZ MHM, LLC February 2015 - April 2015
Strategic Points Tax Solutions March 2013 - June 2013
Quest Ventures Southwest December 2012 - March 2013
International Cruise and Excursions July 2012 - November 2012
International Cruise and Excursions January 2011 - November 2012
Skills
Direct Sales, Microsoft Excel, Microsoft Office, Accounts Payable, Accounts Receivable, Auditing, PowerPoint, Sales Process, Accounting, Data Analysis, Time Management
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Bachelor of Science (B.S.), Accountancy
Leonard Lyons Leonard Lyons's CBIZ MHM, LLC Experience October 2012 - July 2013
Job Principal & General Counsel at Pun & McGeady LLP
Industry Accounting
Experience
Pun & McGeady LLP July 2013 - Present
CBIZ MHM, LLC October 2012 - July 2013
Marcum LLP December 2010 - October 2012
Rimkus Analytics, LLC July 2009 - December 2010
Stonefield Josephson February 2007 - June 2009
FMV Opinions, Inc. 2005 - 2007
White, Zuckerman, Warsavsky, Luna & Hunt 2004 - 2005
Moss Adams LLP 2001 - 2004
Daylight CIS, Inc. 1998 - 2000
Gardiner & Rauen, Inc. 1997 - 1999
Skills
Forensic Accounting, Litigation Support, Business Valuation, SEC filings, Auditing, Fraud, Due Diligence, Accounting, Expert Witness, Tax, GAAP, Certified Fraud Examiner, Internal Controls, US GAAP, Financial Reporting, Corporate Tax, Litigation Consulting, Tax Preparation, Income Tax, Valuation, Financial Analysis, Forensic Analysis, Restructuring, Assurance, Mergers & Acquisitions, Tax Accounting, SEC Filings
Education
American University Washington College of Law 1991 — 1994
JD, Law
The George Washington University - School of Business 1983 — 1985
MA, Accounting
The George Washington University - School of Business 1981 — 1983
MBA, Finance & Investments
University of Pennsylvania 1976 — 1980
BA, Chemistry
Pun & McGeady LLP July 2013 - Present
CBIZ MHM, LLC October 2012 - July 2013
Marcum LLP December 2010 - October 2012
Rimkus Analytics, LLC July 2009 - December 2010
Stonefield Josephson February 2007 - June 2009
FMV Opinions, Inc. 2005 - 2007
White, Zuckerman, Warsavsky, Luna & Hunt 2004 - 2005
Moss Adams LLP 2001 - 2004
Daylight CIS, Inc. 1998 - 2000
Gardiner & Rauen, Inc. 1997 - 1999
Skills
Forensic Accounting, Litigation Support, Business Valuation, SEC filings, Auditing, Fraud, Due Diligence, Accounting, Expert Witness, Tax, GAAP, Certified Fraud Examiner, Internal Controls, US GAAP, Financial Reporting, Corporate Tax, Litigation Consulting, Tax Preparation, Income Tax, Valuation, Financial Analysis, Forensic Analysis, Restructuring, Assurance, Mergers & Acquisitions, Tax Accounting, SEC Filings
Education
American University Washington College of Law 1991 — 1994
JD, Law
The George Washington University - School of Business 1983 — 1985
MA, Accounting
The George Washington University - School of Business 1981 — 1983
MBA, Finance & Investments
University of Pennsylvania 1976 — 1980
BA, Chemistry
January Gomez January Gomez's CBIZ MHM, LLC Experience January 2007 - February 2011
Job
Industry Financial Services
Experience
Eide Bailly LLP February 2013 - Present
Republic Services Inc February 2011 - February 2013
CBIZ MHM, LLC January 2007 - February 2011
CBIZ MHM, LLC August 1998 - December 2006
Skills
Accounting, Financial Reporting, Auditing, Budgets, Financial Analysis, Forecasting, QuickBooks, General Ledger, Account Reconciliation
Education
Arizona State University, W. P. Carey School of Business 1996 — 2001
Eide Bailly LLP February 2013 - Present
Republic Services Inc February 2011 - February 2013
CBIZ MHM, LLC January 2007 - February 2011
CBIZ MHM, LLC August 1998 - December 2006
Skills
Accounting, Financial Reporting, Auditing, Budgets, Financial Analysis, Forecasting, QuickBooks, General Ledger, Account Reconciliation
Education
Arizona State University, W. P. Carey School of Business 1996 — 2001
Cindy Wiscombe Cindy Wiscombe's CBIZ MHM, LLC Experience January 2011 - Present
Job DirectorFinancial Services Operations Support Group at CBIZ MHM LLC
Industry Accounting
Experience
CBIZ MHM LLC January 2011 - Present
CBIZ MHM LLC 2006 - January 2011
CBIZ Accounting, Tax and Advisory Services, Inc. 2006 - December 2010
CBIZ Accounting Tax and Advisory Services of Kansas City May 1988 - September 2006
CBIZ 1988 - 2006
MHM Resources January 1993 - January 1998
Mayer Hoffman McCann LLC 1988 - 1997
Skills
Tax, Income Tax, Internal Controls, Auditing, Financial Accounting, Corporate Tax, SEC filings, Tax Preparation, GAAP, QuickBooks, Sarbanes-Oxley Act
Education
Avila University 1999 — 2001
BSBA, Management
Mooreland High School 1981 — 1985
CBIZ MHM LLC January 2011 - Present
CBIZ MHM LLC 2006 - January 2011
CBIZ Accounting, Tax and Advisory Services, Inc. 2006 - December 2010
CBIZ Accounting Tax and Advisory Services of Kansas City May 1988 - September 2006
CBIZ 1988 - 2006
MHM Resources January 1993 - January 1998
Mayer Hoffman McCann LLC 1988 - 1997
Skills
Tax, Income Tax, Internal Controls, Auditing, Financial Accounting, Corporate Tax, SEC filings, Tax Preparation, GAAP, QuickBooks, Sarbanes-Oxley Act
Education
Avila University 1999 — 2001
BSBA, Management
Mooreland High School 1981 — 1985
Jonathan Adelman Jonathan Adelman's CBIZ MHM, LLC Experience September 2008 - March 2010
Job Graduate Student in Counseling and Psychotherapy
Industry Mental Health Care
Experience
Eastside Neighborhood Services May 2012 - July 2013
Tubman May 2011 - December 2011
CBIZ MHM, LLC September 2008 - March 2010
Koret Foundation October 2007 - June 2008
Abbott, Stringham & Lynch September 2004 - 2007
Mount Madonna Yoga Center June 1999 - June 2002
Skills
Not for Profit, Tax, Non-profits, Tax Preparation, Financial Accounting, Fixed Assets, ProSystem fx Tax, Financial Analysis, Accounts Receivable, Income Tax
Education
Alfred Adler Graduate School 2011 — 2014
Master of Arts, Counseling and Psychotherapy, emphasis in Marriage and Family Therapy
San Jose State University 2003 — 2004
MSA, Accounting
Boston University 1988 — 1992
BA, Comparative World Religion and Philosophy
Eastside Neighborhood Services May 2012 - July 2013
Tubman May 2011 - December 2011
CBIZ MHM, LLC September 2008 - March 2010
Koret Foundation October 2007 - June 2008
Abbott, Stringham & Lynch September 2004 - 2007
Mount Madonna Yoga Center June 1999 - June 2002
Skills
Not for Profit, Tax, Non-profits, Tax Preparation, Financial Accounting, Fixed Assets, ProSystem fx Tax, Financial Analysis, Accounts Receivable, Income Tax
Education
Alfred Adler Graduate School 2011 — 2014
Master of Arts, Counseling and Psychotherapy, emphasis in Marriage and Family Therapy
San Jose State University 2003 — 2004
MSA, Accounting
Boston University 1988 — 1992
BA, Comparative World Religion and Philosophy
George Bagdassarian, CPA, CMA, CFE George Bagdassarian, CPA, CMA, CFE's CBIZ MHM, LLC Experience October 2012 - Present
Job Supervising Senior Auditor at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC October 2012 - Present
CohnReznick LLP November 2011 - October 2012
Rosen Seymour Shapss Martin & Company LLP October 2008 - October 2011
Skills
U.S. GAAP, Federal Taxation, U.S. GAAS, ProSystem fx Tax, CCH ProSystem fx, Caseware, Technical Accounting..., IFRS, US GAAP, Tax, Financial Statements, SEC filings
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
Bachelor's in Business Adminstration, Public accountancy, Overall GPA 3.6, Major GPA 3.85
Kingsborough Community College 2003 — 2005
Associates in Applied Science, Accounting, Overall GPA 3.6
CBIZ MHM, LLC October 2012 - Present
CohnReznick LLP November 2011 - October 2012
Rosen Seymour Shapss Martin & Company LLP October 2008 - October 2011
Skills
U.S. GAAP, Federal Taxation, U.S. GAAS, ProSystem fx Tax, CCH ProSystem fx, Caseware, Technical Accounting..., IFRS, US GAAP, Tax, Financial Statements, SEC filings
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
Bachelor's in Business Adminstration, Public accountancy, Overall GPA 3.6, Major GPA 3.85
Kingsborough Community College 2003 — 2005
Associates in Applied Science, Accounting, Overall GPA 3.6
Andy Mak's CBIZ MHM, LLC Experience November 2008 - April 2009
Job CPA Exam Passed I MS Taxation Student at Baruch College I Creative Web Auditor in AppNexus
Industry Accounting
Experience
AppNexus December 2011 - Present
Fuhu, Inc March 2013 - July 2013
Hartford Institute for Geriatric Nursing, NYU College of Nursing January 2012 - August 2012
CBIZ MHM, LLC November 2008 - April 2009
Skills
Accounts Payable, Bookkeeping, CPA, Journal Entries, General Ledger, Account Reconciliation, QuickBooks, Financial Reporting, Financial Accounting, Tax, Tax Preparation, Accounts Receivable, Invoice Processing, GAAP
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (MS), Taxation
State University of New York at Albany 2004 — 2008
Bachelor of Science (BS), Accounting, 3.72
AppNexus December 2011 - Present
Fuhu, Inc March 2013 - July 2013
Hartford Institute for Geriatric Nursing, NYU College of Nursing January 2012 - August 2012
CBIZ MHM, LLC November 2008 - April 2009
Skills
Accounts Payable, Bookkeeping, CPA, Journal Entries, General Ledger, Account Reconciliation, QuickBooks, Financial Reporting, Financial Accounting, Tax, Tax Preparation, Accounts Receivable, Invoice Processing, GAAP
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (MS), Taxation
State University of New York at Albany 2004 — 2008
Bachelor of Science (BS), Accounting, 3.72
Stephen R. Pace CPA Stephen R. Pace CPA's CBIZ MHM, LLC Experience August 2011 - Present
Job Shareholder at Mayer Hoffman McCann P.C.
Industry Accounting
Experience
CBIZ MHM, LLC August 2011 - Present
Mayer Hoffman McCann P.C. August 2011 - Present
Thompson Dunavant PLC January 2006 - August 2011
Stephen R. Pace CPA January 2002 - December 2005
Deloitte August 1989 - June 2001
Touche Ross January 1978 - August 1989
Skills
Accounting, CPA, Auditing, Financial Reporting, Internal Controls, GAAP, Financial Analysis, Financial Accounting, Tax Research, Due Diligence, General Ledger, Financial Statements, Mergers & Acquisitions, US GAAP, Forensic Accounting, Budgets, Tax Accounting, Tax Returns
Education
Arkansas State University 1974 — 1997
Bachelor's of Science, Accounting
CBIZ MHM, LLC August 2011 - Present
Mayer Hoffman McCann P.C. August 2011 - Present
Thompson Dunavant PLC January 2006 - August 2011
Stephen R. Pace CPA January 2002 - December 2005
Deloitte August 1989 - June 2001
Touche Ross January 1978 - August 1989
Skills
Accounting, CPA, Auditing, Financial Reporting, Internal Controls, GAAP, Financial Analysis, Financial Accounting, Tax Research, Due Diligence, General Ledger, Financial Statements, Mergers & Acquisitions, US GAAP, Forensic Accounting, Budgets, Tax Accounting, Tax Returns
Education
Arkansas State University 1974 — 1997
Bachelor's of Science, Accounting
Stephy Li's CBIZ MHM, LLC Experience February 2014 - Present
Job Tax Staff at EY
Industry Accounting
Experience
EY January 2015 - Present
CBIZ MHM, LLC February 2014 - Present
Gilt Groupe June 2013 - August 2013
Campaign for Working Families January 2013 - April 2013
British Embassy April 2012 - August 2012
Beijing Zhong Xing Bai Rui Technology Co., Ltd January 2012 - April 2012
Thomson Reuters Technology China Co. Ltd January 2011 - February 2011
Skills
Accounting, Team Leadership, Creative Strategy, Time Management, Motivated self-starter, Teamwork, Strategic Negotiations, Forward Thinking, Strategic Consulting, Interpersonal Skill, Problem Solving, Analytical Skills, Highly Detailed, High Organizational..., Oracle Applications, General Ledger, Cost Accounting, Auditing, Tax Accounting, Account Reconciliation, Financial Analysis, Statistics, Minitab, Tax Research, Vlookup, MS Excel Pivot Tables
Education
Drexel University 2012 — 2013
Master of Science (MS), Accounting, GPA3.83/4.0
Beijing Technology and Business University 2008 — 2012
Bachelor's degree, Accounting
EY January 2015 - Present
CBIZ MHM, LLC February 2014 - Present
Gilt Groupe June 2013 - August 2013
Campaign for Working Families January 2013 - April 2013
British Embassy April 2012 - August 2012
Beijing Zhong Xing Bai Rui Technology Co., Ltd January 2012 - April 2012
Thomson Reuters Technology China Co. Ltd January 2011 - February 2011
Skills
Accounting, Team Leadership, Creative Strategy, Time Management, Motivated self-starter, Teamwork, Strategic Negotiations, Forward Thinking, Strategic Consulting, Interpersonal Skill, Problem Solving, Analytical Skills, Highly Detailed, High Organizational..., Oracle Applications, General Ledger, Cost Accounting, Auditing, Tax Accounting, Account Reconciliation, Financial Analysis, Statistics, Minitab, Tax Research, Vlookup, MS Excel Pivot Tables
Education
Drexel University 2012 — 2013
Master of Science (MS), Accounting, GPA3.83/4.0
Beijing Technology and Business University 2008 — 2012
Bachelor's degree, Accounting
Aaron M. Banda, CPA Aaron M. Banda, CPA's CBIZ MHM, LLC Experience May 2007 - Present
Job Senior Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC May 2007 - Present
Arizona State University August 2006 - May 2007
CBIZ MHM, LLC February 2005 - August 2006
Skills
Partnership Taxation, Real Estate Transactions, Multi-State Income Tax, Accounting, Tax Accounting, Business Taxes, Commercial Real Estate, Corporate Tax, Consulting, Tax Preparation, Tax, Tax Advisory, Texas Franchise Margin..., Income Tax, CPA, Financial Analysis, Finance, GAAP, Financial Statements, US GAAP, US Tax, General Ledger, QuickBooks, Tax Returns, Sarbanes-Oxley Act, S Corporations
Education
Arizona State University 2006 — 2007
Masters, Taxation
Arizona State University 2002 — 2006
Bachelors, Accountancy
CBIZ MHM, LLC May 2007 - Present
Arizona State University August 2006 - May 2007
CBIZ MHM, LLC February 2005 - August 2006
Skills
Partnership Taxation, Real Estate Transactions, Multi-State Income Tax, Accounting, Tax Accounting, Business Taxes, Commercial Real Estate, Corporate Tax, Consulting, Tax Preparation, Tax, Tax Advisory, Texas Franchise Margin..., Income Tax, CPA, Financial Analysis, Finance, GAAP, Financial Statements, US GAAP, US Tax, General Ledger, QuickBooks, Tax Returns, Sarbanes-Oxley Act, S Corporations
Education
Arizona State University 2006 — 2007
Masters, Taxation
Arizona State University 2002 — 2006
Bachelors, Accountancy
Brett Drummond's CBIZ MHM, LLC Experience May 2007 - August 2007
Job CPA, Deloitte Advisory
Industry Accounting
Experience
Deloitte & Touche August 2008 - Present
CBIZ MHM, LLC May 2007 - August 2007
Willis of Arizona, Inc. May 2006 - August 2006
Supreme Oil Company May 2005 - August 2005
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, GAAP, Accounting, IT Audit, Financial Accounting, CPA, Financial Analysis, Enterprise Risk..., CISA, Sarbanes-Oxley, US GAAP, Financial Audits, SEC filings, Big 4
Education
Arizona State University 2007 — 2008
Master of Accountancy and Information Systems
University of Arizona 2003 — 2007
B.S. in Accounting
Deloitte & Touche August 2008 - Present
CBIZ MHM, LLC May 2007 - August 2007
Willis of Arizona, Inc. May 2006 - August 2006
Supreme Oil Company May 2005 - August 2005
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Internal Audit, GAAP, Accounting, IT Audit, Financial Accounting, CPA, Financial Analysis, Enterprise Risk..., CISA, Sarbanes-Oxley, US GAAP, Financial Audits, SEC filings, Big 4
Education
Arizona State University 2007 — 2008
Master of Accountancy and Information Systems
University of Arizona 2003 — 2007
B.S. in Accounting
Brenda Blunt Brenda Blunt's CBIZ MHM, LLC Experience October 1993 - May 2011
Job Tax Partner at Eide Bailly LLP
Industry Financial Services
Experience
Eide Bailly LLP July 2012 - Present
Brenda A. Blunt, CPA, PLLC June 2011 - July 2012
Mayer Hoffman McCann P.C. February 2006 - May 2011
CBIZ MHM, LLC October 1993 - May 2011
Ernst & Young 1989 - August 1990
Allen, Chew & Co. August 1985 - 1989
Skills
Tax, CPA, Accounting, Tax Preparation, Auditing, Non-profits, Financial Statements, Partnership Taxation, Tax Research, Nonprofits, Income Tax, GAAP, Corporate Tax, Strategic Planning, Financial Reporting, Tax Accounting, Tax Advisory, Financial Accounting, US GAAP, Teaching, Tax Returns, Internal Controls, S Corporations, Tax Compliance
Education
Arizona State University - W. P. Carey School of Business 1982 — 1985
B. S. Accountancy, Accounting
Arizona State University - W. P. Carey School of Business 1982 — 1985
Bachelor of Science in Accounting, Accounting
Eide Bailly LLP July 2012 - Present
Brenda A. Blunt, CPA, PLLC June 2011 - July 2012
Mayer Hoffman McCann P.C. February 2006 - May 2011
CBIZ MHM, LLC October 1993 - May 2011
Ernst & Young 1989 - August 1990
Allen, Chew & Co. August 1985 - 1989
Skills
Tax, CPA, Accounting, Tax Preparation, Auditing, Non-profits, Financial Statements, Partnership Taxation, Tax Research, Nonprofits, Income Tax, GAAP, Corporate Tax, Strategic Planning, Financial Reporting, Tax Accounting, Tax Advisory, Financial Accounting, US GAAP, Teaching, Tax Returns, Internal Controls, S Corporations, Tax Compliance
Education
Arizona State University - W. P. Carey School of Business 1982 — 1985
B. S. Accountancy, Accounting
Arizona State University - W. P. Carey School of Business 1982 — 1985
Bachelor of Science in Accounting, Accounting
Jill O'Shea, CPA Jill O'Shea, CPA's CBIZ MHM, LLC Experience July 2003 - April 2005
Job Shareholder at O'Shea Accounting Services, PLC
Industry Accounting
Experience
O'Shea Accounting Services, PLC January 2011 - Present
Pyramid Financial + Tax October 2013 - Present
O'Shea & French, CPAs, PLLC March 2011 - September 2013
Jill O'Shea, CPA July 2008 - February 2011
Rockford Corporation April 2005 - December 2009
CBIZ MHM, LLC July 2003 - April 2005
Gradient Analytics December 2002 - June 2003
Arizona State University August 2002 - May 2003
Earnhardt Management Company October 2000 - August 2002
Skills
Accounting, Internal Controls, Certified Payroll, Consulting, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Statements, General Ledger, Financial Accounting, Financial Analysis, Finance, Tax, QuickBooks, CPA, Accounts Payable, Cost Accounting, Tax Preparation, Financial Audits, Cash Flow, Account Reconciliation, Corporate Finance
Education
Certified Public Accountant 2003 — 2004
CPA
Arizona State University - W. P. Carey School of Business 1999 — 2003
Masters, Accounting and Information Systems
O'Shea Accounting Services, PLC January 2011 - Present
Pyramid Financial + Tax October 2013 - Present
O'Shea & French, CPAs, PLLC March 2011 - September 2013
Jill O'Shea, CPA July 2008 - February 2011
Rockford Corporation April 2005 - December 2009
CBIZ MHM, LLC July 2003 - April 2005
Gradient Analytics December 2002 - June 2003
Arizona State University August 2002 - May 2003
Earnhardt Management Company October 2000 - August 2002
Skills
Accounting, Internal Controls, Certified Payroll, Consulting, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Statements, General Ledger, Financial Accounting, Financial Analysis, Finance, Tax, QuickBooks, CPA, Accounts Payable, Cost Accounting, Tax Preparation, Financial Audits, Cash Flow, Account Reconciliation, Corporate Finance
Education
Certified Public Accountant 2003 — 2004
CPA
Arizona State University - W. P. Carey School of Business 1999 — 2003
Masters, Accounting and Information Systems
Renee Pederson Renee Pederson's CBIZ MHM, LLC Experience May 2001 - February 2011
Job CPA at Wells Fargo
Industry Accounting
Experience
Wells Fargo June 2011 - Present
Orange County Equality Coalition July 2009 - April 2012
Mayer Hoffman McCann, P.C. May 2001 - February 2011
CBIZ MHM, LLC May 2001 - February 2011
Skills
Real Estate, Auditing, CPA, GAAP, Assurance, Internal Controls, US GAAP, Financial Reporting, Financial Accounting, Accounting, Sarbanes-Oxley Act, Account Reconciliation, Financial Statements
Education
Azusa Pacific University 1997 — 2001
Bachelor of Science (BS), Accounting
Wells Fargo June 2011 - Present
Orange County Equality Coalition July 2009 - April 2012
Mayer Hoffman McCann, P.C. May 2001 - February 2011
CBIZ MHM, LLC May 2001 - February 2011
Skills
Real Estate, Auditing, CPA, GAAP, Assurance, Internal Controls, US GAAP, Financial Reporting, Financial Accounting, Accounting, Sarbanes-Oxley Act, Account Reconciliation, Financial Statements
Education
Azusa Pacific University 1997 — 2001
Bachelor of Science (BS), Accounting
Peter Iannone, CPA/CFF CITP CGMA MBA Peter Iannone, CPA/CFF CITP CGMA MBA's CBIZ MHM, LLC Experience 2004 - March 2012
Job Chief Financial Officer at CTS Engines
Industry Accounting
Experience
CTS Engines June 2014 - Present
Unitrans International Corporation March 2012 - June 2014
CBIZ MHM, LLC 2004 - March 2012
The Epoch Group, Inc May 2003 - May 2004
Envenergy, Inc. March 2001 - April 2003
The Spatz Corporation March 1989 - March 2001
Advanced Matrix Technology, Inc December 1986 - February 1989
Arthur Young & Company January 1986 - December 1986
Computer Memories June 1983 - December 1985
Computer Memories, Inc June 1983 - December 1985
Skills
Financial Management, Financial Planning, Consultancy, Account Management, Accounts Payable, Cost Accounting, Capital Budgeting, Tax Preparation, Internal Controls, Auditing, Strategic Financial..., Expert Witness Services, Forensic Accounting, IT Solutions, Litigation Support, Financial Control, Corporate Finance, Corporate Tax, Outsourcing, CFO, Outsourced CFO, Financial Audits, Managerial Finance, Start-ups, Tax, Strategy, Mergers & Acquisitions, Venture Capital, Cash Flow, Restructuring, Finance, Budgets, SEC filings, Analysis, Management Consulting, Due Diligence, Accounting, Management, Business Development, Entrepreneurship, CPA, Financial Accounting, Strategic Planning, Leadership, US GAAP, Business Valuation, GAAP, Internal Audit, Sarbanes-Oxley Act, Consolidation
Education
California Lutheran University 1990 — 1993
Master's degree, Business Administration; Human Resource Management & Computer Science
California Lutheran University 1989 — 1992
Masters of Business Administration, Human Resource Management
Babson College 1976 — 1979
B.S.B.A, Accounting/Business Law
CTS Engines June 2014 - Present
Unitrans International Corporation March 2012 - June 2014
CBIZ MHM, LLC 2004 - March 2012
The Epoch Group, Inc May 2003 - May 2004
Envenergy, Inc. March 2001 - April 2003
The Spatz Corporation March 1989 - March 2001
Advanced Matrix Technology, Inc December 1986 - February 1989
Arthur Young & Company January 1986 - December 1986
Computer Memories June 1983 - December 1985
Computer Memories, Inc June 1983 - December 1985
Skills
Financial Management, Financial Planning, Consultancy, Account Management, Accounts Payable, Cost Accounting, Capital Budgeting, Tax Preparation, Internal Controls, Auditing, Strategic Financial..., Expert Witness Services, Forensic Accounting, IT Solutions, Litigation Support, Financial Control, Corporate Finance, Corporate Tax, Outsourcing, CFO, Outsourced CFO, Financial Audits, Managerial Finance, Start-ups, Tax, Strategy, Mergers & Acquisitions, Venture Capital, Cash Flow, Restructuring, Finance, Budgets, SEC filings, Analysis, Management Consulting, Due Diligence, Accounting, Management, Business Development, Entrepreneurship, CPA, Financial Accounting, Strategic Planning, Leadership, US GAAP, Business Valuation, GAAP, Internal Audit, Sarbanes-Oxley Act, Consolidation
Education
California Lutheran University 1990 — 1993
Master's degree, Business Administration; Human Resource Management & Computer Science
California Lutheran University 1989 — 1992
Masters of Business Administration, Human Resource Management
Babson College 1976 — 1979
B.S.B.A, Accounting/Business Law
Casey Joyce's CBIZ MHM, LLC Experience February 2014 - April 2014
Job JPMorgan Chase & Co.
Industry Accounting
Experience
JPMorgan Chase & Co. September 2015 - Present
New Leaf Communities Inc. May 2015 - September 2015
CBIZ MHM, LLC February 2014 - April 2014
ASU Undergraduate Admissions August 2012 - January 2014
UCF Bookstore November 2008 - July 2009
University of Utah Hospitals and Clinics May 2008 - July 2008
University of Utah Hospitals and Clinics October 2006 - February 2007
Skills
• Proficient in..., • Capable of preparing..., • Competent in..., • Knowledgeable of..., •Generating income..., Sales, Time Management, Customer Service, Accounting, Filing, Management, Public Speaking, Accounts Receivable, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Human Resources
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Bachelor of Science (B.S.), Accounting, Senior
JPMorgan Chase & Co. September 2015 - Present
New Leaf Communities Inc. May 2015 - September 2015
CBIZ MHM, LLC February 2014 - April 2014
ASU Undergraduate Admissions August 2012 - January 2014
UCF Bookstore November 2008 - July 2009
University of Utah Hospitals and Clinics May 2008 - July 2008
University of Utah Hospitals and Clinics October 2006 - February 2007
Skills
• Proficient in..., • Capable of preparing..., • Competent in..., • Knowledgeable of..., •Generating income..., Sales, Time Management, Customer Service, Accounting, Filing, Management, Public Speaking, Accounts Receivable, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Human Resources
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Bachelor of Science (B.S.), Accounting, Senior
Jason Samstein Jason Samstein's CBIZ MHM, LLC Experience January 2015 - Present
Job Legal and Tax Intern at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
CBIZ MHM, LLC January 2015 - Present
Aizer Realty Group December 2012 - July 2013
Tebah Publishing June 2012 - July 2012
Jimmy Jazz June 2011 - August 2011
Skills
Books, Microsoft Excel, Analysis, Microsoft Office, Microsoft Word, Research
Education
City University of New York-Baruch College 2012 — 2016
Bachelor's Degree, Accounting, 3.96
Macaulay Honors College 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Deloitte June 2015 - Present
CBIZ MHM, LLC January 2015 - Present
Aizer Realty Group December 2012 - July 2013
Tebah Publishing June 2012 - July 2012
Jimmy Jazz June 2011 - August 2011
Skills
Books, Microsoft Excel, Analysis, Microsoft Office, Microsoft Word, Research
Education
City University of New York-Baruch College 2012 — 2016
Bachelor's Degree, Accounting, 3.96
Macaulay Honors College 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Ronika J. Ledesma's CBIZ MHM, LLC Experience September 2015 - Present
Job Staff Accountant I at New Directions Behavioral Health
Industry Retail
Experience
CBIZ MHM, LLC September 2015 - Present
New Directions Behavioral Health September 2014 - September 2015
HCI Hospitality June 2013 - May 2014
Kansas State University January 2011 - May 2014
Kansas State University August 2011 - May 2013
Varney & Associates, CPAs, LLC December 2012 - April 2013
KSU July 2011 - August 2012
Sara Lee Farms January 2010 - March 2010
Silk Screen Ink. October 2008 - January 2010
Serenity Aveda Salon & Spa November 2005 - October 2008
Skills
Bookkeeping, Payroll, QuickBooks, Accounts Payable, Accounts Receivable, Inventory, Sales, Marketing, Cosmetology, Data Entry, Purchase Orders, Invoice Processing, Personal Financial..., Financial Advisory, Employee Benefits, Academic Tutoring, Sales Presentations, Bank Reconciliation, Receptionist Duties, Accounting, Reports Analysis, Customer Service, Office Administration, Finance, Microsoft Excel, Budgets
Education
The University of Kansas 2014 — 2016
Master's Degree, Accounting, 4.0
Kansas State University 2011 — 2014
Bachelor of Arts (BA), Accounting
Iowa Central Community College 2009 — 2011
Associate of Arts (A.A.), Accounting, 3.6
Faust Institute of Cosmetology-Storm Lake 2004 — 2005
Cosmetology, Cosmetology, Barber/Styling, and Nail Instructor
CBIZ MHM, LLC September 2015 - Present
New Directions Behavioral Health September 2014 - September 2015
HCI Hospitality June 2013 - May 2014
Kansas State University January 2011 - May 2014
Kansas State University August 2011 - May 2013
Varney & Associates, CPAs, LLC December 2012 - April 2013
KSU July 2011 - August 2012
Sara Lee Farms January 2010 - March 2010
Silk Screen Ink. October 2008 - January 2010
Serenity Aveda Salon & Spa November 2005 - October 2008
Skills
Bookkeeping, Payroll, QuickBooks, Accounts Payable, Accounts Receivable, Inventory, Sales, Marketing, Cosmetology, Data Entry, Purchase Orders, Invoice Processing, Personal Financial..., Financial Advisory, Employee Benefits, Academic Tutoring, Sales Presentations, Bank Reconciliation, Receptionist Duties, Accounting, Reports Analysis, Customer Service, Office Administration, Finance, Microsoft Excel, Budgets
Education
The University of Kansas 2014 — 2016
Master's Degree, Accounting, 4.0
Kansas State University 2011 — 2014
Bachelor of Arts (BA), Accounting
Iowa Central Community College 2009 — 2011
Associate of Arts (A.A.), Accounting, 3.6
Faust Institute of Cosmetology-Storm Lake 2004 — 2005
Cosmetology, Cosmetology, Barber/Styling, and Nail Instructor
K.C. (Flack) Oakes's CBIZ MHM, LLC Experience May 2015 - May 2015
Job Parttime Associate at Whiles Bart V CPA
Industry Accounting
Experience
W.P. Carey School of Business August 2014 - Present
Whiles Bart V CPA December 2014 - August 2015
Protiviti July 2015 - July 2015
Deloitte June 2015 - June 2015
PwC June 2015 - June 2015
CBIZ MHM, LLC May 2015 - May 2015
EY May 2015 - May 2015
Best Buy February 2008 - May 2012
Skills
Discovering problems..., Attention to Detail, Time Management, Analytical Skills, Critical Thinking, Goal Oriented, Accounting, Auditing, Team-oriented, Customer Satisfaction, Microsoft Excel, Microsoft Office, Sales, Training, Inventory Management, Microsoft Word, Retail Sales, Loss Prevention, Customer Service
Education
Arizona State University 2014 — 2016
Bachelor's Degree, Accountancy
Glendale Community College 2011 — 2014
Associate of Science (AS), General Business Studies
W.P. Carey School of Business August 2014 - Present
Whiles Bart V CPA December 2014 - August 2015
Protiviti July 2015 - July 2015
Deloitte June 2015 - June 2015
PwC June 2015 - June 2015
CBIZ MHM, LLC May 2015 - May 2015
EY May 2015 - May 2015
Best Buy February 2008 - May 2012
Skills
Discovering problems..., Attention to Detail, Time Management, Analytical Skills, Critical Thinking, Goal Oriented, Accounting, Auditing, Team-oriented, Customer Satisfaction, Microsoft Excel, Microsoft Office, Sales, Training, Inventory Management, Microsoft Word, Retail Sales, Loss Prevention, Customer Service
Education
Arizona State University 2014 — 2016
Bachelor's Degree, Accountancy
Glendale Community College 2011 — 2014
Associate of Science (AS), General Business Studies
Corinne Paget Wood, CPA Corinne Paget Wood, CPA's CBIZ MHM, LLC Experience July 2010 - Present
Job Manager at Davis Farr LLP
Industry Accounting
Experience
Davis Farr LLP July 2015 - Present
CBIZ MHM, LLC July 2010 - Present
Tiny Hands International May 2010 - July 2010
Azusa Pacific University August 2009 - May 2010
University Relations at Azusa Pacific University October 2008 - May 2010
Skills
GAAP, Financial Accounting, OMB Circular A-133, Government Accounting, Audits of Employee..., Financial Statement..., Non-profits, Agreed Upon Procedures, Internal Controls, Nonprofits, External Audit, SEC filings, US GAAP, CPA, Financial Statements, Assurance, Accounting, Financial Reporting, Sarbanes-Oxley Act, Public Speaking, Microsoft Office, Microsoft Excel
Education
Azusa Pacific University 2008 — 2010
Bachelor of Science in Accounting, Accounting
Shasta College 2007 — 2008
Davis Farr LLP July 2015 - Present
CBIZ MHM, LLC July 2010 - Present
Tiny Hands International May 2010 - July 2010
Azusa Pacific University August 2009 - May 2010
University Relations at Azusa Pacific University October 2008 - May 2010
Skills
GAAP, Financial Accounting, OMB Circular A-133, Government Accounting, Audits of Employee..., Financial Statement..., Non-profits, Agreed Upon Procedures, Internal Controls, Nonprofits, External Audit, SEC filings, US GAAP, CPA, Financial Statements, Assurance, Accounting, Financial Reporting, Sarbanes-Oxley Act, Public Speaking, Microsoft Office, Microsoft Excel
Education
Azusa Pacific University 2008 — 2010
Bachelor of Science in Accounting, Accounting
Shasta College 2007 — 2008
Rosa Lara Rios's CBIZ MHM, LLC Experience February 2003 - October 2007
Job Finance Director/Treasurer at City of Delano, CA
Industry Government Administration
Experience
City of Delano, CA September 2011 - Present
Wireless Capital Partners, LLC March 2011 - September 2011
Private manufacturing company October 2007 - March 2011
The Walt Disney Studios October 2007 - March 2008
CBIZ MHM, LLC February 2003 - October 2007
Kern County Superior Court June 1999 - February 2003
Skills
Accounting, Financial Reporting, Financial Analysis, GAAP, Managerial Finance, Financial Accounting, Sarbanes-Oxley Act, Customer Service, Microsoft Excel, Public Speaking, Leadership, Strategic Planning, Budgets, Finance, Financial Modeling, Government, Process Improvement, Project Management, Analysis
Education
Ashford University 2014 — 2016
Master of Public Administration (MPA), Public Administration
California State University-Bakersfield 1998 — 2003
Bachelor of Business Administration (BBA), Accounting
City of Delano, CA September 2011 - Present
Wireless Capital Partners, LLC March 2011 - September 2011
Private manufacturing company October 2007 - March 2011
The Walt Disney Studios October 2007 - March 2008
CBIZ MHM, LLC February 2003 - October 2007
Kern County Superior Court June 1999 - February 2003
Skills
Accounting, Financial Reporting, Financial Analysis, GAAP, Managerial Finance, Financial Accounting, Sarbanes-Oxley Act, Customer Service, Microsoft Excel, Public Speaking, Leadership, Strategic Planning, Budgets, Finance, Financial Modeling, Government, Process Improvement, Project Management, Analysis
Education
Ashford University 2014 — 2016
Master of Public Administration (MPA), Public Administration
California State University-Bakersfield 1998 — 2003
Bachelor of Business Administration (BBA), Accounting
Armand Slason II's CBIZ MHM, LLC Experience December 2012 - Present
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC December 2012 - Present
Legends Cadillac Hummer Saab & Pre-Owned Vehicles October 2010 - November 2012
Shortform.com September 2010 - February 2011
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Word, PowerPoint, SAP, CCH Intelliconnect, CCH Research, eVal
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
Master's, Tax
Arizona State University 2007 — 2011
Bachelor of Science, Accountancy
CBIZ MHM, LLC December 2012 - Present
Legends Cadillac Hummer Saab & Pre-Owned Vehicles October 2010 - November 2012
Shortform.com September 2010 - February 2011
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Word, PowerPoint, SAP, CCH Intelliconnect, CCH Research, eVal
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
Master's, Tax
Arizona State University 2007 — 2011
Bachelor of Science, Accountancy
Cara Marks, MST Cara Marks, MST's CBIZ MHM, LLC Experience May 2012 - July 2015
Job Tax Manager at Cherry Bekaert LLP
Industry Accounting
Experience
CBIZ MHM, LLC May 2012 - July 2015
Skills
Tax, Tax Returns, Strategic Planning, Global Tax Compliance, FATCA, Foreign Tax Credit..., Wealth Management Tax..., Tax treaty research and...
Education
American University - Kogod School of Business 2011 — 2015
MST, Taxation
The George Washington University - School of Business 2000 — 2004
Accounting, Accounting
CBIZ MHM, LLC May 2012 - July 2015
Skills
Tax, Tax Returns, Strategic Planning, Global Tax Compliance, FATCA, Foreign Tax Credit..., Wealth Management Tax..., Tax treaty research and...
Education
American University - Kogod School of Business 2011 — 2015
MST, Taxation
The George Washington University - School of Business 2000 — 2004
Accounting, Accounting
Chad Larson, CPA Chad Larson, CPA's CBIZ MHM, LLC Experience July 2013 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2013 - Present
CBIZ MHM, LLC January 2012 - April 2012
Brigham Young University Hawaii April 2011 - December 2011
Brigham Young University Hawaii September 2010 - April 2011
The Church of Jesus Christ of Latter-day Saints May 2010 - August 2010
Brigham Young University April 2008 - August 2010
OfficeMax August 2007 - December 2007
The Church of Jesus Christ of Latter-day Saints August 2005 - August 2007
Chino Valley Unified School District March 2004 - August 2005
Skills
Accounting, PeopleSoft, QuickBooks, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Accounting, Financial Reporting, Financial Analysis, Teamwork, Account Reconciliation
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master's Degree, Taxation, 3.6
Brigham Young University - Hawaii 2010 — 2011
Bachelor's Degree, Accounting, 3.9
CBIZ MHM, LLC July 2013 - Present
CBIZ MHM, LLC January 2012 - April 2012
Brigham Young University Hawaii April 2011 - December 2011
Brigham Young University Hawaii September 2010 - April 2011
The Church of Jesus Christ of Latter-day Saints May 2010 - August 2010
Brigham Young University April 2008 - August 2010
OfficeMax August 2007 - December 2007
The Church of Jesus Christ of Latter-day Saints August 2005 - August 2007
Chino Valley Unified School District March 2004 - August 2005
Skills
Accounting, PeopleSoft, QuickBooks, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Accounting, Financial Reporting, Financial Analysis, Teamwork, Account Reconciliation
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master's Degree, Taxation, 3.6
Brigham Young University - Hawaii 2010 — 2011
Bachelor's Degree, Accounting, 3.9
Parminder Saini's CBIZ MHM, LLC Experience June 2011 - June 2015
Job Senior FSO at Ernst & Young
Industry Accounting
Experience
Ernst & Young July 2015 - Present
CBIZ MHM, LLC June 2011 - June 2015
BDO USA, LLP December 2010 - June 2011
Raich Ende Malter & Co., LLP August 2008 - December 2010
Skills
High Net Worth..., Commercial Real Estate, Hedge Funds, Partnership Taxation, Corporate Tax, Tax Research, Tax, Tax Accounting, Income Tax
Education
City University of New York-Baruch College 2005 — 2008
Bachelor's degree, Accounting
Ernst & Young July 2015 - Present
CBIZ MHM, LLC June 2011 - June 2015
BDO USA, LLP December 2010 - June 2011
Raich Ende Malter & Co., LLP August 2008 - December 2010
Skills
High Net Worth..., Commercial Real Estate, Hedge Funds, Partnership Taxation, Corporate Tax, Tax Research, Tax, Tax Accounting, Income Tax
Education
City University of New York-Baruch College 2005 — 2008
Bachelor's degree, Accounting
Adeel Raza, CPA Adeel Raza, CPA's CBIZ MHM, LLC Experience June 2015 - Present
Job Tax Associate at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC June 2015 - Present
Hertz Herson & Co. LLP January 2014 - Present
Barry C. Schneps Professional Services January 2013 - Present
Baruch College 2011 - 2012
Lustine Toyota January 2004 - June 2009
Skills
Accounts Payable, Non-profits, Accounting, Financial Reporting, Payroll, Microsoft Excel, Nonprofits, Financial Accounting, General Ledger, PowerPoint, QuickBooks, Tax
Education
Baruch College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Northern Virginia Community College 2007 — 2008
Associate of Science (A.S.), Business Administration and Management, General
CBIZ MHM, LLC June 2015 - Present
Hertz Herson & Co. LLP January 2014 - Present
Barry C. Schneps Professional Services January 2013 - Present
Baruch College 2011 - 2012
Lustine Toyota January 2004 - June 2009
Skills
Accounts Payable, Non-profits, Accounting, Financial Reporting, Payroll, Microsoft Excel, Nonprofits, Financial Accounting, General Ledger, PowerPoint, QuickBooks, Tax
Education
Baruch College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Northern Virginia Community College 2007 — 2008
Associate of Science (A.S.), Business Administration and Management, General
Cristina Beacham Cristina Beacham's CBIZ MHM, LLC Experience August 2008 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2008 - Present
SS&G July 2013 - January 2014
Bober Markey Fedorovich July 2012 - June 2013
Summa Western Reserve Hospital April 2010 - July 2012
CBIZ MHM, LLC May 2008 - August 2008
CBIZ MHM, LLC September 2004 - May 2008
Blair Rubber Company ISO 9001 June 2004 - September 2004
Skills
Tax Preparation, Bank Reconciliation, Auditing, Accounting, General Ledger, Fixed Assets, Accounts Payable, QuickBooks, Account Reconciliation, Financial Statements, GAAP, Payroll, CPA, Tax, Journal Entries
Education
Ashland University 2014 — 2016
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations/Accounting
Ashland University 2005 — 2008
BSBA, Accounting and Business Management
CBIZ MHM, LLC August 2008 - Present
SS&G July 2013 - January 2014
Bober Markey Fedorovich July 2012 - June 2013
Summa Western Reserve Hospital April 2010 - July 2012
CBIZ MHM, LLC May 2008 - August 2008
CBIZ MHM, LLC September 2004 - May 2008
Blair Rubber Company ISO 9001 June 2004 - September 2004
Skills
Tax Preparation, Bank Reconciliation, Auditing, Accounting, General Ledger, Fixed Assets, Accounts Payable, QuickBooks, Account Reconciliation, Financial Statements, GAAP, Payroll, CPA, Tax, Journal Entries
Education
Ashland University 2014 — 2016
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations/Accounting
Ashland University 2005 — 2008
BSBA, Accounting and Business Management
Kristina Phi's CBIZ MHM, LLC Experience 2015 - September 2015
Job Associate Director of Programs / Q.M.P. at Cass County Community Living
Industry Insurance
Experience
Cass County Community Living September 2015 - Present
CBIZ MHM, LLC 2015 - September 2015
Lockton Companies August 2014 - January 2015
Lockton Companies May 2004 - September 2014
Skills
Microsoft Office, Medicare Supplements, Liability, Insurance, Commercial Insurance, Microsoft Word, Brokers, General Insurance, Training, Data Entry, Outlook, Lync, Account Management, Life Insurance, Whole Life, Field Underwriting
Education
National American University-Overland Park 2011 — 2016
Bachelor’s Degree, Business Administration and Management, General
Metropolitan Community College-Penn Valley 2009 — 2011
Associate of Science (A.S.), General Studies
Cass County Community Living September 2015 - Present
CBIZ MHM, LLC 2015 - September 2015
Lockton Companies August 2014 - January 2015
Lockton Companies May 2004 - September 2014
Skills
Microsoft Office, Medicare Supplements, Liability, Insurance, Commercial Insurance, Microsoft Word, Brokers, General Insurance, Training, Data Entry, Outlook, Lync, Account Management, Life Insurance, Whole Life, Field Underwriting
Education
National American University-Overland Park 2011 — 2016
Bachelor’s Degree, Business Administration and Management, General
Metropolitan Community College-Penn Valley 2009 — 2011
Associate of Science (A.S.), General Studies
Katie Peterson Katie Peterson's CBIZ MHM, LLC Experience June 2015 - July 2015
Job Master of Accountancy Student at Arizona State University
Industry Accounting
Experience
CBIZ MHM, LLC June 2015 - July 2015
The Seamans family October 2013 - May 2015
Heinfeld Meech & Co June 2014 - June 2014
CBIZ MHM, LLC May 2014 - May 2014
The Hinrich Household August 2013 - May 2014
Vanguard 2014 - 2014
The Egg I am May 2013 - August 2013
Yasu Sushi Bistro May 2013 - August 2013
Delta Gamma January 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Leadership, Customer Service, Childcare, PowerPoint, Time Management, Event Planning, Community Outreach, Fundraising
Education
Arizona State University 2015 — 2016
Master’s Degree, Accounting
University of Arizona 2011 — 2015
Bachelor's Degree, Accounting and Finance
University of Arizona, Eller College of Management 2011 — 2015
BS, Accounting and Finance
CBIZ MHM, LLC June 2015 - July 2015
The Seamans family October 2013 - May 2015
Heinfeld Meech & Co June 2014 - June 2014
CBIZ MHM, LLC May 2014 - May 2014
The Hinrich Household August 2013 - May 2014
Vanguard 2014 - 2014
The Egg I am May 2013 - August 2013
Yasu Sushi Bistro May 2013 - August 2013
Delta Gamma January 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Leadership, Customer Service, Childcare, PowerPoint, Time Management, Event Planning, Community Outreach, Fundraising
Education
Arizona State University 2015 — 2016
Master’s Degree, Accounting
University of Arizona 2011 — 2015
Bachelor's Degree, Accounting and Finance
University of Arizona, Eller College of Management 2011 — 2015
BS, Accounting and Finance
Barbara (Nikki) Rye Barbara (Nikki) Rye's CBIZ MHM, LLC Experience October 2013 - Present
Job AR/Billing Clerk
Industry Accounting
Experience
CBIZ MHM, LLC October 2013 - Present
Argosy University August 2013 - Present
Mortgage Slolutions November 2009 - April 2011
Comprehensive Blood and Cancer Center June 2008 - October 2009
Linens N Things October 2002 - July 2004
Skills
Typing, Multi-line Phone, Microsoft Office, Microsoft Excel, Outlook, Internet, Insurance Verification, Heavy Phones, Copying, Scanners, 10 Key, Printmaster, E-mailers, Client Correspondence, General Correspondence, Greeting, Assisting Executives, Certified Mailing Labels, Appointment Scheduling, Appointment Making, Insurance
Education
Argosy University Phoenix 2013 — 2015
Associate of Science (AS), Business Administration and Management, General
Bakersfield Adult School 2008 — 2008
Certificate, Medical Billing and Coding
California State University, Bakersfield 2001 — 2002
General Studies
centennial high school 1997 — 2001
CBIZ MHM, LLC October 2013 - Present
Argosy University August 2013 - Present
Mortgage Slolutions November 2009 - April 2011
Comprehensive Blood and Cancer Center June 2008 - October 2009
Linens N Things October 2002 - July 2004
Skills
Typing, Multi-line Phone, Microsoft Office, Microsoft Excel, Outlook, Internet, Insurance Verification, Heavy Phones, Copying, Scanners, 10 Key, Printmaster, E-mailers, Client Correspondence, General Correspondence, Greeting, Assisting Executives, Certified Mailing Labels, Appointment Scheduling, Appointment Making, Insurance
Education
Argosy University Phoenix 2013 — 2015
Associate of Science (AS), Business Administration and Management, General
Bakersfield Adult School 2008 — 2008
Certificate, Medical Billing and Coding
California State University, Bakersfield 2001 — 2002
General Studies
centennial high school 1997 — 2001
Bridget Alston's CBIZ MHM, LLC Experience January 2014 - April 2014
Job CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP January 2015 - April 2015
CBIZ MHM, LLC January 2014 - April 2014
Jeaneen Fabbro-Operating Accountant February 2012 - September 2013
Sechoir Plus February 2012 - August 2013
Koji Toyoda Hair Salon August 2009 - November 2011
Skills
Research, Microsoft Word, Accounts Receivable, Microsoft Office, Accounting, Public Speaking, Microsoft Excel, QuickBooks, Event Planning, Social Media, Customer Service, PowerPoint, Social Networking, Budgets, Invoicing, Auditing, Financial Statements, Financial Accounting
Education
California State University Northridge 2012 — 2014
Bachelor of Science (BS), Accounting, Cum Laude, Accounting GPA 3.9
American Academy of Dramatic Arts-Los Angeles 2006 — 2007
Associate of Arts (A.A.), Theater
CohnReznick LLP January 2015 - April 2015
CBIZ MHM, LLC January 2014 - April 2014
Jeaneen Fabbro-Operating Accountant February 2012 - September 2013
Sechoir Plus February 2012 - August 2013
Koji Toyoda Hair Salon August 2009 - November 2011
Skills
Research, Microsoft Word, Accounts Receivable, Microsoft Office, Accounting, Public Speaking, Microsoft Excel, QuickBooks, Event Planning, Social Media, Customer Service, PowerPoint, Social Networking, Budgets, Invoicing, Auditing, Financial Statements, Financial Accounting
Education
California State University Northridge 2012 — 2014
Bachelor of Science (BS), Accounting, Cum Laude, Accounting GPA 3.9
American Academy of Dramatic Arts-Los Angeles 2006 — 2007
Associate of Arts (A.A.), Theater
Michael Milliken Michael Milliken's CBIZ MHM, LLC Experience January 2015 - Present
Job Audit Associate at CBIZ Mayer Hoffman McCann Phoenix
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
Arizona Multihousing Association January 2013 - June 2014
Culver's January 2010 - December 2012
Skills
Team Leadership, Account Management, QuickBooks, Attention To Detail, Accountability, Executive Management, Professional..., Member Relations, Account Reconciliation, Budgets, Accounts Payable, Critical Thinking, Invoicing, Strategic Planning
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science, Accounting
Brophy College Preparatory 2006 — 2010
CBIZ MHM, LLC January 2015 - Present
Arizona Multihousing Association January 2013 - June 2014
Culver's January 2010 - December 2012
Skills
Team Leadership, Account Management, QuickBooks, Attention To Detail, Accountability, Executive Management, Professional..., Member Relations, Account Reconciliation, Budgets, Accounts Payable, Critical Thinking, Invoicing, Strategic Planning
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science, Accounting
Brophy College Preparatory 2006 — 2010
Donna LaGuardia Donna LaGuardia's CBIZ MHM, LLC Experience August 2014 - Present
Job at
Industry Environmental Services
Experience
CBIZ MHM, LLC August 2014 - Present
Arizona Department of Transportation February 2012 - Present
Ellertson Wilson Street Community Garden March 2010 - Present
Desert Botanical Garden February 2012 - January 2013
Desert Botanical Garden 2011 - 2012
Arizona State University February 2003 - December 2011
Arizona State University February 2010 - February 2011
Skills
Sustainability, desert gardening, native/drought tolerant..., desert ecology, Horticulture, Gardening, Organic Gardening, Garden, Landscape Design, Plant Identification, Botany, Landscape Architecture, Environmental Issues, Conservation Issues, Environmental Education, Landscaping, Science, Sustainable Development, Vegetables, Plant Propagation, Native Plants, Environmental Awareness, Prospect Research, Ecology, Parks, Raiser's Edge, Community Outreach, Fundraisers, Grants, Sustainable Agriculture
Education
Arizona State University
Botany/Plant Biology & Range Ecology
Arizona State University 1982 — 1987
Bachelor of Science (B.S.), Botany/Ecology-Emphasis in Desert Ecology
Arizona State University 1982 — 1987
Bachelor of Science (B.S.), Environmental Resources in Agriculture
Desert Botanical Garden 2012 — 2013
Certification, Desert Landscape Design
CBIZ MHM, LLC August 2014 - Present
Arizona Department of Transportation February 2012 - Present
Ellertson Wilson Street Community Garden March 2010 - Present
Desert Botanical Garden February 2012 - January 2013
Desert Botanical Garden 2011 - 2012
Arizona State University February 2003 - December 2011
Arizona State University February 2010 - February 2011
Skills
Sustainability, desert gardening, native/drought tolerant..., desert ecology, Horticulture, Gardening, Organic Gardening, Garden, Landscape Design, Plant Identification, Botany, Landscape Architecture, Environmental Issues, Conservation Issues, Environmental Education, Landscaping, Science, Sustainable Development, Vegetables, Plant Propagation, Native Plants, Environmental Awareness, Prospect Research, Ecology, Parks, Raiser's Edge, Community Outreach, Fundraisers, Grants, Sustainable Agriculture
Education
Arizona State University
Botany/Plant Biology & Range Ecology
Arizona State University 1982 — 1987
Bachelor of Science (B.S.), Botany/Ecology-Emphasis in Desert Ecology
Arizona State University 1982 — 1987
Bachelor of Science (B.S.), Environmental Resources in Agriculture
Desert Botanical Garden 2012 — 2013
Certification, Desert Landscape Design
Katie Olson, CPA Katie Olson, CPA's CBIZ MHM, LLC Experience September 2008 - Present
Job Manager
Industry Accounting
Experience
CBIZ MHM, LLC September 2008 - Present
YMCA 2002 - 2010
State of Minnesota May 2007 - September 2008
Skills
Tax Preparation, Non-profits, ProSystem fx Tax, QuickBooks, GoSystems, FPS, Sage FAS, Caseware, SurePrep, Tax Accounting, Microsoft Excel, CPA, Financial Analysis, Tax Returns, Internal Controls
Education
Augsburg College 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Wayzata High School
CBIZ MHM, LLC September 2008 - Present
YMCA 2002 - 2010
State of Minnesota May 2007 - September 2008
Skills
Tax Preparation, Non-profits, ProSystem fx Tax, QuickBooks, GoSystems, FPS, Sage FAS, Caseware, SurePrep, Tax Accounting, Microsoft Excel, CPA, Financial Analysis, Tax Returns, Internal Controls
Education
Augsburg College 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Wayzata High School
STEPHEN LASSAR STEPHEN LASSAR's CBIZ MHM, LLC Experience 1999 - 2007
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP November 2007 - Present
CBIZ MHM, LLC 1999 - 2007
Skills
Estate Planning, Tax, Accounting
Education
Brooklyn Law School
Doctor of Law (JD), Law
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA)
NYU School of Law
Master of Laws (LLM), Taxation
Marcum LLP November 2007 - Present
CBIZ MHM, LLC 1999 - 2007
Skills
Estate Planning, Tax, Accounting
Education
Brooklyn Law School
Doctor of Law (JD), Law
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA)
NYU School of Law
Master of Laws (LLM), Taxation
Jonathon Ciampa Jonathon Ciampa's CBIZ MHM, LLC Experience December 2007 - May 2008
Job Tax Associate at Wayne Bradford, CPA
Industry Accounting
Experience
Wayne Bradford, CPA February 2009 - Present
CBIZ MHM, LLC December 2007 - May 2008
Skills
Income Tax, Tax, Tax Research, Tax Accounting, CPA, Partnership Taxation
Education
Arizona State University - W. P. Carey School of Business 2005 — 2009
Bachelor of Science, Accountancy
Wayne Bradford, CPA February 2009 - Present
CBIZ MHM, LLC December 2007 - May 2008
Skills
Income Tax, Tax, Tax Research, Tax Accounting, CPA, Partnership Taxation
Education
Arizona State University - W. P. Carey School of Business 2005 — 2009
Bachelor of Science, Accountancy
Benjamin Finkel, CPA Benjamin Finkel, CPA's CBIZ MHM, LLC Experience October 2014 - May 2015
Job Financial Accounting Analyst at Penn Mutual
Industry Accounting
Experience
Penn Mutual June 2015 - Present
CBIZ MHM, LLC October 2014 - May 2015
CBIZ MHM, LLC June 2011 - October 2014
DriveTime June 2010 - August 2010
Skills
Forensic Accounting, Valuation, Financial Analysis, QuickBooks, CPA, US GAAP, Financial Modeling, Accounting, Internal Controls, Financial Reporting
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
BS, Accounting
Penn Mutual June 2015 - Present
CBIZ MHM, LLC October 2014 - May 2015
CBIZ MHM, LLC June 2011 - October 2014
DriveTime June 2010 - August 2010
Skills
Forensic Accounting, Valuation, Financial Analysis, QuickBooks, CPA, US GAAP, Financial Modeling, Accounting, Internal Controls, Financial Reporting
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
BS, Accounting
M. Branden Meredith's CBIZ MHM, LLC Experience July 2001 - November 2012
Job Audit Manager at Toal, Griffith + Ragula, LLC
Industry Accounting
Experience
Toal, Griffith + Ragula, LLC May 2015 - Present
KRT, CPAs P.C. January 2013 - May 2015
CBIZ MHM, LLC July 2001 - November 2012
Skills
Auditing, Accounting, Bookkeeping, Financial Reporting, Financial Statements, GAAP, Compilation Of..., Nonprofits, QuickBooks, Tax Preparation, Payroll, Payroll Processing, Employee Benefits, Corporate Tax, Partnership Taxation, Single Audit, Tax, Management Consulting, Income Tax, Microsoft Excel, Employee Benefit Plan..., Governmental Audits, Tax Minimization, Business Consulting, Non-profits, Excel, Governmental Accounting..., CAFR Preparation, GFOA Certificate of..., ASBO Certificate of...
Education
Baker College Center for Graduate Studies 2003 — 2005
in process, MBA with Accounting Concentration
Salisbury University - Perdue School of Business 1997 — 2001
Bachelor of Science, Accounting
Toal, Griffith + Ragula, LLC May 2015 - Present
KRT, CPAs P.C. January 2013 - May 2015
CBIZ MHM, LLC July 2001 - November 2012
Skills
Auditing, Accounting, Bookkeeping, Financial Reporting, Financial Statements, GAAP, Compilation Of..., Nonprofits, QuickBooks, Tax Preparation, Payroll, Payroll Processing, Employee Benefits, Corporate Tax, Partnership Taxation, Single Audit, Tax, Management Consulting, Income Tax, Microsoft Excel, Employee Benefit Plan..., Governmental Audits, Tax Minimization, Business Consulting, Non-profits, Excel, Governmental Accounting..., CAFR Preparation, GFOA Certificate of..., ASBO Certificate of...
Education
Baker College Center for Graduate Studies 2003 — 2005
in process, MBA with Accounting Concentration
Salisbury University - Perdue School of Business 1997 — 2001
Bachelor of Science, Accounting
Michael Hesano, CPA's CBIZ MHM, LLC Experience February 2011 - April 2011
Job Senior Financial Analyst at Bluerock Real Estate
Industry Accounting
Experience
Bluerock Real Estate April 2015 - Present
Plante Moran August 2011 - April 2015
CBIZ MHM, LLC February 2011 - April 2011
Skills
Tax Preparation, Tax Returns, Tax, Accounting, Partnership Taxation, Tax Research, Tax Accounting, Corporate Tax, Income Tax, High Net Worth..., GAAP, Financial Accounting, Financial Reporting, Auditing, General Ledger, US GAAP, US Tax, S Corporations, CPA, Finance
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Master of Science, Taxation
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Accounting
University of Phoenix
Bluerock Real Estate April 2015 - Present
Plante Moran August 2011 - April 2015
CBIZ MHM, LLC February 2011 - April 2011
Skills
Tax Preparation, Tax Returns, Tax, Accounting, Partnership Taxation, Tax Research, Tax Accounting, Corporate Tax, Income Tax, High Net Worth..., GAAP, Financial Accounting, Financial Reporting, Auditing, General Ledger, US GAAP, US Tax, S Corporations, CPA, Finance
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Master of Science, Taxation
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Accounting
University of Phoenix
Janda Myrick, CPA Janda Myrick, CPA's CBIZ MHM, LLC Experience July 1995 - May 2011
Job Owner, Janda S. Myrick, CPA, LLC
Industry Accounting
Experience
Advisors Excel, LLC June 2013 - Present
Janda S. Myrick, CPA, LLC June 2011 - Present
CBIZ MHM LLC July 1995 - May 2011
Skills
Tax Preparation, Accounting, Quickbooks, Construction Accounting, Tax, Tax Advisory, Individual Taxation, Corporate Tax, Partnership Taxation, Financial Statements, Tax Returns, QuickBooks, Financial Accounting, Internal Controls, US GAAP, GAAP, General Ledger, CPA, SEC filings, Auditing, Small Business, IRS, S Corporations, Preparation, Tax Accounting, Tax Research, Strategic Financial..., Forensic Accounting, Income Tax, Financial Reporting, Analysis, Accountants, Sales Tax
Education
Golden Gate University 2005 — 2010
Masters of Science, Taxation
Baker University 1993 — 1995
Bachelor of Science, Accounting and Finance
Chanute High School 1989 — 1991
Advisors Excel, LLC June 2013 - Present
Janda S. Myrick, CPA, LLC June 2011 - Present
CBIZ MHM LLC July 1995 - May 2011
Skills
Tax Preparation, Accounting, Quickbooks, Construction Accounting, Tax, Tax Advisory, Individual Taxation, Corporate Tax, Partnership Taxation, Financial Statements, Tax Returns, QuickBooks, Financial Accounting, Internal Controls, US GAAP, GAAP, General Ledger, CPA, SEC filings, Auditing, Small Business, IRS, S Corporations, Preparation, Tax Accounting, Tax Research, Strategic Financial..., Forensic Accounting, Income Tax, Financial Reporting, Analysis, Accountants, Sales Tax
Education
Golden Gate University 2005 — 2010
Masters of Science, Taxation
Baker University 1993 — 1995
Bachelor of Science, Accounting and Finance
Chanute High School 1989 — 1991
Filippo Comella , CRP Filippo Comella , CRP's CBIZ MHM, LLC Experience 2008 - 2009
Job Associate Real Estate Broker at Sirva/DJK Residential
Industry Real Estate
Experience
DJK Residential / SIRVA Relocation March 2004 - Present
The Jack Parker Corporation 2009 - 2010
CBIZ MHM, LLC 2008 - 2009
Exit Realty Central NY 2003 - 2004
Skills
Real Estate, Property Management, Relocation, Rentals, Sales, Residential Homes, Sellers, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Auditing, Lease Negotiations, Contract Negotiation, Buyer Representation, First Time Home Buyers, Relocation Buyers, Seller Representation, First Time Sellers, Selling, Investment Properties, Real Estate Transactions, Leases, Management, Negotiation, Buyers, Apartments
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor, Accounting
DJK Residential / SIRVA Relocation March 2004 - Present
The Jack Parker Corporation 2009 - 2010
CBIZ MHM, LLC 2008 - 2009
Exit Realty Central NY 2003 - 2004
Skills
Real Estate, Property Management, Relocation, Rentals, Sales, Residential Homes, Sellers, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Auditing, Lease Negotiations, Contract Negotiation, Buyer Representation, First Time Home Buyers, Relocation Buyers, Seller Representation, First Time Sellers, Selling, Investment Properties, Real Estate Transactions, Leases, Management, Negotiation, Buyers, Apartments
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor, Accounting
Blair (Davis) Hauser Blair (Davis) Hauser's CBIZ MHM, LLC Experience November 2006 - February 2008
Job Senior Accountant at Clean Coal Solutions, LLC
Industry Accounting
Experience
Clean Coal Solutions, LLC September 2015 - Present
The ReAlignment Group, Ltd. August 2012 - January 2015
ExED July 2010 - November 2011
KC Premiere Basketball March 2009 - January 2010
UCSD Extension January 2008 - March 2009
Moss Adams LLP April 2008 - February 2009
CBIZ MHM, LLC November 2006 - February 2008
Lucas, Horsfall, Murphy & Pindroh, LLP 2005 - 2006
Eide Bailly LLP 2002 - 2004
Skills
Auditing, Non-profits, Employee Benefits, Event Management, Sports, Accounting, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, GAAP, Financial Analysis, QuickBooks, Financial Accounting, General Ledger, Tax, Tax Preparation, CPA, US GAAP, Budgets, Financial Statements, Management, Finance, Analysis, Nonprofits
Education
Golden Gate University 2005 — 2006
MBA w/ Accounting Concentration
Arizona State University - W. P. Carey School of Business 1998 — 2002
B.S., Accounting & Information Management
Clean Coal Solutions, LLC September 2015 - Present
The ReAlignment Group, Ltd. August 2012 - January 2015
ExED July 2010 - November 2011
KC Premiere Basketball March 2009 - January 2010
UCSD Extension January 2008 - March 2009
Moss Adams LLP April 2008 - February 2009
CBIZ MHM, LLC November 2006 - February 2008
Lucas, Horsfall, Murphy & Pindroh, LLP 2005 - 2006
Eide Bailly LLP 2002 - 2004
Skills
Auditing, Non-profits, Employee Benefits, Event Management, Sports, Accounting, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, GAAP, Financial Analysis, QuickBooks, Financial Accounting, General Ledger, Tax, Tax Preparation, CPA, US GAAP, Budgets, Financial Statements, Management, Finance, Analysis, Nonprofits
Education
Golden Gate University 2005 — 2006
MBA w/ Accounting Concentration
Arizona State University - W. P. Carey School of Business 1998 — 2002
B.S., Accounting & Information Management
Aaron M. Carr's CBIZ MHM, LLC Experience October 2014 - Present
Job Area Manager CBIZ Benefits & Insurance Services, Inc.
Industry Financial Services
Experience
CBIZ MHM, LLC October 2014 - Present
Wells Fargo June 2010 - October 2014
JPMorgan Chase 2006 - 2008
NetBank 2004 - 2007
World Savings 2002 - 2004
Chase 2000 - 2002
Wells Fargo 1997 - 2000
Skills
Banking, Credit, Loans, Team Building, Financial Services, Relationship Management, Mortgage Lending, Mortgage Banking, Negotiation, Cross Selling, Business Planning, Portfolio Management, Business Development, Retail Banking, Marketing Strategy, Insurance, Loan Origination, Credit Analysis, Sales, Financial Analysis, Small Business Lending, Marketing, Time Management, Social Networking, Consumer Lending, Underwriting, Commercial Lending, Finance, Public Relations
Education
Columbia Southern University
Business Administration / Project Management
Kaplan University-Des Moines Campus
Business Administration and Management, General
Allan Hancock College
Business, Management, Marketing, and Related Support Services
CBIZ MHM, LLC October 2014 - Present
Wells Fargo June 2010 - October 2014
JPMorgan Chase 2006 - 2008
NetBank 2004 - 2007
World Savings 2002 - 2004
Chase 2000 - 2002
Wells Fargo 1997 - 2000
Skills
Banking, Credit, Loans, Team Building, Financial Services, Relationship Management, Mortgage Lending, Mortgage Banking, Negotiation, Cross Selling, Business Planning, Portfolio Management, Business Development, Retail Banking, Marketing Strategy, Insurance, Loan Origination, Credit Analysis, Sales, Financial Analysis, Small Business Lending, Marketing, Time Management, Social Networking, Consumer Lending, Underwriting, Commercial Lending, Finance, Public Relations
Education
Columbia Southern University
Business Administration / Project Management
Kaplan University-Des Moines Campus
Business Administration and Management, General
Allan Hancock College
Business, Management, Marketing, and Related Support Services
Amy Bittner's CBIZ MHM, LLC Experience August 2014 - August 2015
Job Senior Technology Consultant CBIZ MHM
Industry Accounting
Experience
CBIZ MHM, LLC August 2014 - August 2015
Sikich February 2012 - March 2014
CBIZ MHM, LLC July 2011 - February 2012
KTL Solutions July 2007 - July 2011
Unified Business Solutions, LLC June 2003 - July 2007
InterDyn LANAC Technology October 1998 - June 2003
Skills
ERP, Microsoft Dynamics, Great Plains Software, Professional Services, Business Process, Crystal Reports, Enterprise Software, Financials, Integration, Software Implementation, Business Intelligence, Microsoft SQL Server, Accounting, Business Analysis, Software Project..., Business Process..., Microsoft Dynamics GP, SharePoint, Consulting, Project Management, Solution Selling, Requirements Gathering, Financial Reporting
Education
Ball State University 1991 — 1994
BS, Accounting
CBIZ MHM, LLC August 2014 - August 2015
Sikich February 2012 - March 2014
CBIZ MHM, LLC July 2011 - February 2012
KTL Solutions July 2007 - July 2011
Unified Business Solutions, LLC June 2003 - July 2007
InterDyn LANAC Technology October 1998 - June 2003
Skills
ERP, Microsoft Dynamics, Great Plains Software, Professional Services, Business Process, Crystal Reports, Enterprise Software, Financials, Integration, Software Implementation, Business Intelligence, Microsoft SQL Server, Accounting, Business Analysis, Software Project..., Business Process..., Microsoft Dynamics GP, SharePoint, Consulting, Project Management, Solution Selling, Requirements Gathering, Financial Reporting
Education
Ball State University 1991 — 1994
BS, Accounting
Sylvia Matlock, CPA, CGMA, CFE's CBIZ MHM, LLC Experience October 2005 - April 2010
Job at KS Industries
Industry Accounting
Experience
KS Industries April 2010 - Present
CBIZ MHM, LLC October 2005 - April 2010
Sunterra Resorts August 2003 - September 2005
Sunterra Resorts September 2002 - August 2003
Sunterra Resorts April 1998 - September 2002
Garrett Aviation June 1996 - April 1998
Unison Healthcare July 1995 - June 1996
Low & Childers, PC June 1993 - May 1995
Frome & Halberg PC December 1991 - June 1993
Greengard & Finley August 1988 - April 1992
Skills
Fraud Investigations, Accounting, Litigation Support, Forensic Accounting, Financial Reporting, CPA, Internal Audit, Fraud, Auditing, Financial Analysis, General Ledger, Financial Accounting, Payroll, GAAP, Cost Accounting, Management
Education
Arizona State University 1988 — 1991
B of Science, Accounting
Phoenix College 1986 — 1988
Transfer, Accounting
Cusanus Gymnasium St. Wendel 1970 — 1975
KS Industries April 2010 - Present
CBIZ MHM, LLC October 2005 - April 2010
Sunterra Resorts August 2003 - September 2005
Sunterra Resorts September 2002 - August 2003
Sunterra Resorts April 1998 - September 2002
Garrett Aviation June 1996 - April 1998
Unison Healthcare July 1995 - June 1996
Low & Childers, PC June 1993 - May 1995
Frome & Halberg PC December 1991 - June 1993
Greengard & Finley August 1988 - April 1992
Skills
Fraud Investigations, Accounting, Litigation Support, Forensic Accounting, Financial Reporting, CPA, Internal Audit, Fraud, Auditing, Financial Analysis, General Ledger, Financial Accounting, Payroll, GAAP, Cost Accounting, Management
Education
Arizona State University 1988 — 1991
B of Science, Accounting
Phoenix College 1986 — 1988
Transfer, Accounting
Cusanus Gymnasium St. Wendel 1970 — 1975
Kelli Cloutier's CBIZ MHM, LLC Experience September 2007 - Present
Job Audit Manager at CBIZ Mayer Hoffman McCann with experience in BrokerDealer, Manufacturer and Benefit Plan audits
Industry Accounting
Experience
CBIZ MHM, LLC September 2007 - Present
RSM McGladrey February 2007 - April 2007
Skills
Accounting, Financial Reporting, Financial Analysis, Excel, Outlook, Tax, Budgets, Auditing, Microsoft Excel, Financial Accounting
Education
Augustana College (SD) 2003 — 2007
BA, Accounting & Business Administration
CBIZ MHM, LLC September 2007 - Present
RSM McGladrey February 2007 - April 2007
Skills
Accounting, Financial Reporting, Financial Analysis, Excel, Outlook, Tax, Budgets, Auditing, Microsoft Excel, Financial Accounting
Education
Augustana College (SD) 2003 — 2007
BA, Accounting & Business Administration
Maria Meyer's CBIZ MHM, LLC Experience September 2009 - April 2011
Job Staff Accountant at AccuWeather
Industry Financial Services
Experience
AccuWeather May 2014 - Present
Worldwide Express November 2011 - Present
Pennsylvania Recreation and Park Society June 2011 - May 2014
St. Paul's United Methodist Church July 2009 - April 2012
CBIZ MHM, LLC September 2009 - April 2011
CBIZ February 2008 - April 2009
CoreTech Consulting Group July 2002 - February 2008
Chicago Title Insurance Company 1996 - July 2001
Skills
Accounting, Customer Service, QuickBooks, Leadership, Microsoft Office, Financial Reporting, General Ledger, Accounts Receivable, Payroll, Budgets
Education
Albright College 1988 — 1992
Bachelor of Arts, English/Communications
Villanova University
AccuWeather May 2014 - Present
Worldwide Express November 2011 - Present
Pennsylvania Recreation and Park Society June 2011 - May 2014
St. Paul's United Methodist Church July 2009 - April 2012
CBIZ MHM, LLC September 2009 - April 2011
CBIZ February 2008 - April 2009
CoreTech Consulting Group July 2002 - February 2008
Chicago Title Insurance Company 1996 - July 2001
Skills
Accounting, Customer Service, QuickBooks, Leadership, Microsoft Office, Financial Reporting, General Ledger, Accounts Receivable, Payroll, Budgets
Education
Albright College 1988 — 1992
Bachelor of Arts, English/Communications
Villanova University
Curt Lee's CBIZ MHM, LLC Experience 2002 - 2005
Job Assistant Controller at Red Door Spas
Industry Retail
Experience
Red Door Spas June 2006 - Present
Concord Mortgage Company 2004 - 2005
CBIZ MHM, LLC 2002 - 2005
Mayer Hoffman McCann P.C. 2002 - 2005
MHM 2001 - 2004
Skills
Financial Reporting, Microsoft Excel, Accounts Payable, Accounting, Financial Analysis, Budgets, Auditing, Sarbanes-Oxley Act, Financial Accounting, Forecasting, US GAAP
Education
Arizona State University - W. P. Carey School of Business
Red Door Spas June 2006 - Present
Concord Mortgage Company 2004 - 2005
CBIZ MHM, LLC 2002 - 2005
Mayer Hoffman McCann P.C. 2002 - 2005
MHM 2001 - 2004
Skills
Financial Reporting, Microsoft Excel, Accounts Payable, Accounting, Financial Analysis, Budgets, Auditing, Sarbanes-Oxley Act, Financial Accounting, Forecasting, US GAAP
Education
Arizona State University - W. P. Carey School of Business
Gil Bohene's CBIZ MHM, LLC Experience February 2003 - March 2007
Job Managing Principal
Industry Financial Services
Experience
Financial Institutions Risk Management February 2015 - Present
CliftonLarsonAllen April 2008 - December 2014
UHY Advisors March 2007 - April 2008
CBIZ MHM, LLC February 2003 - March 2007
Jefferson Wells March 2001 - April 2002
Skills
Accounting, Auditing, Finance, Financial Analysis, Financial Reporting, GAAP, IT Audit, Internal Controls, Sarbanes-Oxley Act, General Ledger, Financial Statements, Risk Management
Education
Auburn University 1986 — 1989
BSc, Business Financial Management
Financial Institutions Risk Management February 2015 - Present
CliftonLarsonAllen April 2008 - December 2014
UHY Advisors March 2007 - April 2008
CBIZ MHM, LLC February 2003 - March 2007
Jefferson Wells March 2001 - April 2002
Skills
Accounting, Auditing, Finance, Financial Analysis, Financial Reporting, GAAP, IT Audit, Internal Controls, Sarbanes-Oxley Act, General Ledger, Financial Statements, Risk Management
Education
Auburn University 1986 — 1989
BSc, Business Financial Management
Todd Slutz's CBIZ MHM, LLC Experience January 2012 - Present
Job Tax Manager/ CPA at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC January 2012 - Present
CBIZ MHM, LLC June 2011 - December 2011
CBIZ August 2008 - May 2011
CBIZ January 2007 - July 2008
Skills
CPA, Tax, Accounting, Financial Reporting, Financial Accounting, Corporate Tax, Income Tax, Financial Analysis, GAAP, Internal Controls, Auditing, Tax Accounting
Education
The University of Akron 2008 — 2013
Master of Tax
Ashland University 2002 — 2006
BSBA, Accounting/ Business Management
CBIZ MHM, LLC January 2012 - Present
CBIZ MHM, LLC June 2011 - December 2011
CBIZ August 2008 - May 2011
CBIZ January 2007 - July 2008
Skills
CPA, Tax, Accounting, Financial Reporting, Financial Accounting, Corporate Tax, Income Tax, Financial Analysis, GAAP, Internal Controls, Auditing, Tax Accounting
Education
The University of Akron 2008 — 2013
Master of Tax
Ashland University 2002 — 2006
BSBA, Accounting/ Business Management
Courtney Kline's CBIZ MHM, LLC Experience 2007 - 2010
Job CA Kline CPA
Industry Accounting
Experience
C A Kline CPA PC August 2013 - Present
Hines December 2011 - August 2013
MEAG Power February 2010 - June 2011
CBIZ MHM, LLC 2007 - 2010
Skills
GAAP, CPA, Income Tax, US GAAP, Partnership Taxation, Cost Accounting, Fixed Assets, Variance Analysis, Cash Flow, Financial Statements, Tax Accounting, Cash Management, QuickBooks, Great Plains Software, Budgets, Bank Reconciliation, Financial Analysis, Sarbanes-Oxley Act, Accounts Receivable, Monthly Close, Cash Flow Forecasting, Accounts Payable, General Ledger, Accounting, Accruals, Revenue Recognition, Tax Preparation, Financial Reporting, Sales Tax, Tax, Journal Entries, Bookkeeping, Corporate Tax, Depreciation, Account Reconciliation, Financial Accounting, Sarbanes-Oxley, Tax Research, Payroll
Education
Jacksonville State University 2005 — 2006
MBA, Accounting
Auburn University 2000 — 2004
BSBA, Accounting
C A Kline CPA PC August 2013 - Present
Hines December 2011 - August 2013
MEAG Power February 2010 - June 2011
CBIZ MHM, LLC 2007 - 2010
Skills
GAAP, CPA, Income Tax, US GAAP, Partnership Taxation, Cost Accounting, Fixed Assets, Variance Analysis, Cash Flow, Financial Statements, Tax Accounting, Cash Management, QuickBooks, Great Plains Software, Budgets, Bank Reconciliation, Financial Analysis, Sarbanes-Oxley Act, Accounts Receivable, Monthly Close, Cash Flow Forecasting, Accounts Payable, General Ledger, Accounting, Accruals, Revenue Recognition, Tax Preparation, Financial Reporting, Sales Tax, Tax, Journal Entries, Bookkeeping, Corporate Tax, Depreciation, Account Reconciliation, Financial Accounting, Sarbanes-Oxley, Tax Research, Payroll
Education
Jacksonville State University 2005 — 2006
MBA, Accounting
Auburn University 2000 — 2004
BSBA, Accounting
Lisette Free's CBIZ MHM, LLC Experience 1999 - 2007
Job Audit Manager at County of Orange
Industry Accounting
Experience
County of Orange October 2012 - Present
County of Orange July 2007 - October 2012
CBIZ MHM, LLC 1999 - 2007
Skills
GAAP, Internal Controls, Auditing, Accounting, Internal Audit, Financial Reporting, US GAAP, CPA, General Ledger, External Audit, Financial Accounting, Government Accounting, Financial Statements
Education
Azusa Pacific University 1995 — 1999
BS, Accounting
County of Orange October 2012 - Present
County of Orange July 2007 - October 2012
CBIZ MHM, LLC 1999 - 2007
Skills
GAAP, Internal Controls, Auditing, Accounting, Internal Audit, Financial Reporting, US GAAP, CPA, General Ledger, External Audit, Financial Accounting, Government Accounting, Financial Statements
Education
Azusa Pacific University 1995 — 1999
BS, Accounting
Tammy Jarvi's CBIZ MHM, LLC Experience December 1989 - Present
Job Administrative Assistant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC December 1989 - Present
Gustafson, Inc. June 1981 - December 1989
Skills
Customer Service, QuickBooks, Payroll, Bookkeeping, Financial Reporting, Accounting, Financial Accounting, Tax, Microsoft Excel, Microsoft Office, Accounts Payable, Data Entry, Tax Preparation, Financial Statements, Accounts Receivable
Education
Anoka Technical College
Administrative Assistant and Secretarial Science, General
CBIZ MHM, LLC December 1989 - Present
Gustafson, Inc. June 1981 - December 1989
Skills
Customer Service, QuickBooks, Payroll, Bookkeeping, Financial Reporting, Accounting, Financial Accounting, Tax, Microsoft Excel, Microsoft Office, Accounts Payable, Data Entry, Tax Preparation, Financial Statements, Accounts Receivable
Education
Anoka Technical College
Administrative Assistant and Secretarial Science, General
Duane Tucker's CBIZ MHM, LLC Experience 1999 - 2000
Job Director at Baymark Partners
Industry Venture Capital & Private Equity
Experience
Baymark Partners 2012 - Present
Raytheon 2010 - July 2012
Ventex Capital 2008 - 2010
Xerox (ACS) 2004 - 2008
Contractor 2000 - 2004
Rudd and Company, PLLC 2000 - 2001
CBIZ MHM, LLC 1999 - 2000
Mayer Hoffman McCann P.C. 1998 - 2000
Bayer 1996 - 1998
Skills
SAS70, SOX, SSAE 16, COBIT, Business Process..., Frameworks, Security Audits, Financial Analysis, Compliance, LBO, Private Equity, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Finance
Education
Avila University 2002 — 2004
Master of Business Administration (MBA), Management Information Systems, Honors
Rockhurst University 1995 — 1998
Bachelor of Science (B.S.), Accounting, Honors
Johnson County Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, Honors
Kansas City Kansas Community College
Baymark Partners 2012 - Present
Raytheon 2010 - July 2012
Ventex Capital 2008 - 2010
Xerox (ACS) 2004 - 2008
Contractor 2000 - 2004
Rudd and Company, PLLC 2000 - 2001
CBIZ MHM, LLC 1999 - 2000
Mayer Hoffman McCann P.C. 1998 - 2000
Bayer 1996 - 1998
Skills
SAS70, SOX, SSAE 16, COBIT, Business Process..., Frameworks, Security Audits, Financial Analysis, Compliance, LBO, Private Equity, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Finance
Education
Avila University 2002 — 2004
Master of Business Administration (MBA), Management Information Systems, Honors
Rockhurst University 1995 — 1998
Bachelor of Science (B.S.), Accounting, Honors
Johnson County Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, Honors
Kansas City Kansas Community College
Jason Fellows, CPA's CBIZ MHM, LLC Experience October 2007 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC October 2007 - Present
Deloitte Financial Advisory Services January 2005 - September 2007
KPMG 2000 - 2005
Education
Acadia University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
CBIZ MHM, LLC October 2007 - Present
Deloitte Financial Advisory Services January 2005 - September 2007
KPMG 2000 - 2005
Education
Acadia University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Wynn Christensen's CBIZ MHM, LLC Experience January 2001 - September 2004
Job Manager, Financial Reporting at US Airways
Industry Airlines/Aviation
Experience
US Airways Senior AuditorKruse Mennillo LLPSeptember 2004 - March 2006
CBIZ MHM, LLC January 2001 - September 2004
Education
Arizona State University - W. P. Carey School of Business
Accounting
US Airways Senior AuditorKruse Mennillo LLPSeptember 2004 - March 2006
CBIZ MHM, LLC January 2001 - September 2004
Education
Arizona State University - W. P. Carey School of Business
Accounting
Mark D Stopa's CBIZ MHM, LLC Experience 2001 - 2002
Job Finance Controller, Keithley Instruments, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Keithley Instruments December 2008 - Present
OEConnection LLC August 2006 - December 2008
OEConnection LLC August 2006 - December 2008
Ernst & Young November 2002 - July 2006
CBIZ MHM, LLC 2001 - 2002
Skills
Process Improvement, Finance, Management, Cross-functional Team..., Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Forecasting, Cost Accounting, Auditing, Budgets, Accounting, Strategic Planning, Team Building, Internal Audit, Business Analysis, Business Development, Data Analysis, ERP, Financial Reporting, General Ledger, Oracle E-Business Suite, Product Management, Project Management, Variance Analysis
Education
Baldwin Wallace University 1995 — 1999
BA, Accounting & Finance
Keithley Instruments December 2008 - Present
OEConnection LLC August 2006 - December 2008
OEConnection LLC August 2006 - December 2008
Ernst & Young November 2002 - July 2006
CBIZ MHM, LLC 2001 - 2002
Skills
Process Improvement, Finance, Management, Cross-functional Team..., Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Forecasting, Cost Accounting, Auditing, Budgets, Accounting, Strategic Planning, Team Building, Internal Audit, Business Analysis, Business Development, Data Analysis, ERP, Financial Reporting, General Ledger, Oracle E-Business Suite, Product Management, Project Management, Variance Analysis
Education
Baldwin Wallace University 1995 — 1999
BA, Accounting & Finance
Dan Hughes, CPA's CBIZ MHM, LLC Experience January 1993 - Present
Job CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 1993 - Present
Mayer Hoffman McCann P.C. January 1993 - Present
Miller Wagner, PLLC 1994 - 1999
James D. Beaton, PC 1988 - 1994
Skills
tax, Partnership Taxation, Stock Option, Trust Taxation, Estate Tax Planning, Gift Tax, Real Estate Private..., Cost Segregation, High Net Worth..., Income Tax, Tax Preparation, Corporate Tax, Tax Advisory, Tax Research, Due Diligence, Tax, CPA, International Tax, Financial Planners, Estate Planning, Auditing, Property Tax, GAAP, Tax Accounting, Revenue Recognition, Forensic Accounting, US GAAP, FAS109, Tax Returns, Accounting, Financial Reporting
Education
Arizona State University 1984 — 1988
BS, Accounting
CBIZ MHM, LLC January 1993 - Present
Mayer Hoffman McCann P.C. January 1993 - Present
Miller Wagner, PLLC 1994 - 1999
James D. Beaton, PC 1988 - 1994
Skills
tax, Partnership Taxation, Stock Option, Trust Taxation, Estate Tax Planning, Gift Tax, Real Estate Private..., Cost Segregation, High Net Worth..., Income Tax, Tax Preparation, Corporate Tax, Tax Advisory, Tax Research, Due Diligence, Tax, CPA, International Tax, Financial Planners, Estate Planning, Auditing, Property Tax, GAAP, Tax Accounting, Revenue Recognition, Forensic Accounting, US GAAP, FAS109, Tax Returns, Accounting, Financial Reporting
Education
Arizona State University 1984 — 1988
BS, Accounting
Kevin Lesueur's CBIZ MHM, LLC Experience September 2000 - September 2002
Job Vice President Finance at Winsight, LLC
Industry Publishing
Experience
Winsight, LLC July 2015 - Present
CSP Buisiness Media, LLC January 2014 - July 2015
CSP Business Media, LLC July 2012 - December 2013
CSP Information Group February 2007 - June 2012
Leadership Network October 2006 - February 2007
Perfect Hindsight August 2004 - October 2006
Schmidt Westergard & Company September 2002 - August 2004
CBIZ MHM, LLC September 2000 - September 2002
Skills
Scrum, Strategic Planning, Microsoft Office, Microsoft Excel, Marketing, Sarbanes-Oxley Act, Contract Negotiation, Marketing Strategy, Social Media, Leadership, Project Management, Team Building, Tax Accounting, Accounts Receivable, Bookkeeping, Retail, Management, GAAP, Mergers, Mergers, Mergers & Acquisitions
Education
University of Phoenix 2011 — 2013
MBA, expected completion May 2013
Arizona State University, W. P. Carey School of Business 1998 — 2000
Accounting, Accounting
Mesa Community College 1996 — 1998
N/A, Accounting
Winsight, LLC July 2015 - Present
CSP Buisiness Media, LLC January 2014 - July 2015
CSP Business Media, LLC July 2012 - December 2013
CSP Information Group February 2007 - June 2012
Leadership Network October 2006 - February 2007
Perfect Hindsight August 2004 - October 2006
Schmidt Westergard & Company September 2002 - August 2004
CBIZ MHM, LLC September 2000 - September 2002
Skills
Scrum, Strategic Planning, Microsoft Office, Microsoft Excel, Marketing, Sarbanes-Oxley Act, Contract Negotiation, Marketing Strategy, Social Media, Leadership, Project Management, Team Building, Tax Accounting, Accounts Receivable, Bookkeeping, Retail, Management, GAAP, Mergers, Mergers, Mergers & Acquisitions
Education
University of Phoenix 2011 — 2013
MBA, expected completion May 2013
Arizona State University, W. P. Carey School of Business 1998 — 2000
Accounting, Accounting
Mesa Community College 1996 — 1998
N/A, Accounting
Linda Dolan's CBIZ MHM, LLC Experience November 2013 - January 2015
Job Auditing Manager / Consultant
Industry Accounting
Experience
McGladrey April 2015 - Present
CBIZ MHM, LLC November 2013 - January 2015
Radke & Schlesner, SC CPAs November 2009 - October 2013
Wipfli LLP 2005 - 2009
Komisar Brady & Co., LLP 1991 - 2004
KPMG Tucson, AZ 1983 - 1991
Skills
QuickBooks, Financial Reporting, Tax Returns, Tax Accounting, Bookkeeping, Corporate Tax, Income Tax, Financial Analysis, Accounting, Financial Accounting, Budgets, Management, Partnership Taxation, Microsoft Excel, Tax, Small Business, Tax Preparation
Education
Arizona State University 1979 — 1981
Bachelor of Science (B.S.), Accounting
Arizona State University
Bachelor of Science (B.S.), Accounting
McGladrey April 2015 - Present
CBIZ MHM, LLC November 2013 - January 2015
Radke & Schlesner, SC CPAs November 2009 - October 2013
Wipfli LLP 2005 - 2009
Komisar Brady & Co., LLP 1991 - 2004
KPMG Tucson, AZ 1983 - 1991
Skills
QuickBooks, Financial Reporting, Tax Returns, Tax Accounting, Bookkeeping, Corporate Tax, Income Tax, Financial Analysis, Accounting, Financial Accounting, Budgets, Management, Partnership Taxation, Microsoft Excel, Tax, Small Business, Tax Preparation
Education
Arizona State University 1979 — 1981
Bachelor of Science (B.S.), Accounting
Arizona State University
Bachelor of Science (B.S.), Accounting
Elena Leyman's CBIZ MHM, LLC Experience December 2014 - Present
Job Audit Associate at CBIZ MHM
Industry Accounting
Experience
CBIZ MHM, LLC December 2014 - Present
Wedding Bands Manufacturer NY March 2009 - Present
2009Diamond City Jewelry 2007 - 2009
Skills
Microsoft Office, Customer Service, Research, Microsoft Excel, Accounting, PowerPoint, Social Networking, Microsoft Word, Marketing, Management, Retail, Training, Marketing Strategy, Business Planning, Business Development, Start-ups, Time Management, Managerial Finance, Analysis, Sales Process, Market Research, Tax, Bookkeeping, Financial Reporting, Access, Process Improvement, Business Analysis, Account Management, Financial Analysis, Strategic Planning, Business Strategy
Education
Queens College 2011 — 2014
Bachelor of Business Administration (B.B.A.), B.A., Accounting, Economics, Finance, International Business, Magna Cum Laude - GPA - 3.8
Vyatka State University of Humanities 1999 — 2004
Master's degree, Linguistics and crosscultural relations
CBIZ MHM, LLC December 2014 - Present
Wedding Bands Manufacturer NY March 2009 - Present
2009Diamond City Jewelry 2007 - 2009
Skills
Microsoft Office, Customer Service, Research, Microsoft Excel, Accounting, PowerPoint, Social Networking, Microsoft Word, Marketing, Management, Retail, Training, Marketing Strategy, Business Planning, Business Development, Start-ups, Time Management, Managerial Finance, Analysis, Sales Process, Market Research, Tax, Bookkeeping, Financial Reporting, Access, Process Improvement, Business Analysis, Account Management, Financial Analysis, Strategic Planning, Business Strategy
Education
Queens College 2011 — 2014
Bachelor of Business Administration (B.B.A.), B.A., Accounting, Economics, Finance, International Business, Magna Cum Laude - GPA - 3.8
Vyatka State University of Humanities 1999 — 2004
Master's degree, Linguistics and crosscultural relations
Wienerson Previl's CBIZ MHM, LLC Experience January 2013 - Present
Job SENIOR TAX MANAGER at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2013 - Present
McGladrey & Pullen, LLP January 2007 - January 2013
Deloitte Tax, LLP January 1990 - December 2006
City of New York Department of Finance January 1985 - December 1989
Education
Baruch College, City University of New York (CUNY)
BBA, Accountancy
Pace University - Lubin School of Business
MS, Taxation
CBIZ MHM, LLC January 2013 - Present
McGladrey & Pullen, LLP January 2007 - January 2013
Deloitte Tax, LLP January 1990 - December 2006
City of New York Department of Finance January 1985 - December 1989
Education
Baruch College, City University of New York (CUNY)
BBA, Accountancy
Pace University - Lubin School of Business
MS, Taxation
Shervane Browne, MACC's CBIZ MHM, LLC Experience February 2011 - June 2014
Job Senior Tax Associate at Grant Thornton, LLP
Industry Accounting
Experience
Grant Thornton LLP December 2014 - Present
Mary E Prados, CPA, PA July 2014 - November 2014
CBIZ MHM, LLC February 2011 - June 2014
Tenet Healthcare October 2010 - February 2011
Wachovia, A Wells Fargo Company January 2010 - October 2010
CBIZ MHM, LLC February 2007 - April 2008
Skills
Tax Preparation, Tax, Accounts Receivable, Tax Research, Partnership Taxation, Corporate Tax, Finance, Financial Reporting, Tax Accounting, Income Tax, US GAAP, Journal Entries, QuickBooks, FIN 48, S Corporations, Tax Returns, Fixed Assets, ProSystem fx Tax, Consolidation, State Tax, Tax Advisory, International Tax, GAAP
Education
Nova Southeastern University 2009 — 2011
Master, Accounting
Barry University 2005 — 2009
Bachelor, Accounting
Grant Thornton LLP December 2014 - Present
Mary E Prados, CPA, PA July 2014 - November 2014
CBIZ MHM, LLC February 2011 - June 2014
Tenet Healthcare October 2010 - February 2011
Wachovia, A Wells Fargo Company January 2010 - October 2010
CBIZ MHM, LLC February 2007 - April 2008
Skills
Tax Preparation, Tax, Accounts Receivable, Tax Research, Partnership Taxation, Corporate Tax, Finance, Financial Reporting, Tax Accounting, Income Tax, US GAAP, Journal Entries, QuickBooks, FIN 48, S Corporations, Tax Returns, Fixed Assets, ProSystem fx Tax, Consolidation, State Tax, Tax Advisory, International Tax, GAAP
Education
Nova Southeastern University 2009 — 2011
Master, Accounting
Barry University 2005 — 2009
Bachelor, Accounting
Joseph Anyanwu's CBIZ MHM, LLC Experience June 2008 - July 2010
Job Senior Auditor
Industry Accounting
Experience
Simpson & Simpson CPAs October 2010 - Present
CBIZ MHM, LLC June 2008 - July 2010
Deloitte August 2006 - June 2008
Education
Azusa Pacific University 2002 — 2006
B.Sc., Accounting
Simpson & Simpson CPAs October 2010 - Present
CBIZ MHM, LLC June 2008 - July 2010
Deloitte August 2006 - June 2008
Education
Azusa Pacific University 2002 — 2006
B.Sc., Accounting
Alicia Hansen's CBIZ MHM, LLC Experience March 2007 - Present
Job Executive Assistant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC March 2007 - Present
VT, Inc. March 2000 - March 2007
GlobalSource LLC January 1996 - January 2000
Education
Baker University 2007 — 2010
Bachelor of Science, Management
CBIZ MHM, LLC March 2007 - Present
VT, Inc. March 2000 - March 2007
GlobalSource LLC January 1996 - January 2000
Education
Baker University 2007 — 2010
Bachelor of Science, Management
Alicia Hansen's CBIZ MHM, LLC Experience 2014 - Present
Job National Salesforce Supervisor at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC 2014 - Present
CBIZ MHM, LLC Executive AssistantVAN TUYL AUTO GROUPMarch 2000 - March 2007
Education
Baker University 2007 — 2010
Bachelor of Science, Management
CBIZ MHM, LLC 2014 - Present
CBIZ MHM, LLC Executive AssistantVAN TUYL AUTO GROUPMarch 2000 - March 2007
Education
Baker University 2007 — 2010
Bachelor of Science, Management
Richard Weisenberg, CPA's CBIZ MHM, LLC Experience July 2008 - March 2010
Job Franchisee Owner of Liberty Tax Service
Industry Accounting
Experience
Liberty Tax Service April 2012 - Present
CBIZ MHM, LLC July 2008 - March 2010
PREMIER COMMUNITY MANAGEMENT, INC. 2010 - 2010
BDO Seidman, LLP June 2006 - June 2008
CBIZ TAX & ADVISORY SERVICES of PHOENIX February 2006 - April 2006
Education
Arizona State University 2004 — 2006
Post baccalaureate Certificate, Accountancy
Arizona State University
B.S, Airway Science Management
Liberty Tax Service April 2012 - Present
CBIZ MHM, LLC July 2008 - March 2010
PREMIER COMMUNITY MANAGEMENT, INC. 2010 - 2010
BDO Seidman, LLP June 2006 - June 2008
CBIZ TAX & ADVISORY SERVICES of PHOENIX February 2006 - April 2006
Education
Arizona State University 2004 — 2006
Post baccalaureate Certificate, Accountancy
Arizona State University
B.S, Airway Science Management
Caety Meyer's CBIZ MHM, LLC Experience September 2011 - Present
Job Senior Associate Healthcare Valuation
Industry Accounting
Experience
CBIZ MHM, LLC September 2011 - Present
MHM Retirement Plan Solutions January 2007 - September 2011
Midland Loan Services June 2005 - December 2006
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Accounting, Forecasting, Valuation, Outlook, Marketing, Accounts Receivable, Auditing
Education
Baker University 2008 — 2010
MBA, Finance, General
University of Kansas 2001 — 2005
Economics
CBIZ MHM, LLC September 2011 - Present
MHM Retirement Plan Solutions January 2007 - September 2011
Midland Loan Services June 2005 - December 2006
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Accounting, Forecasting, Valuation, Outlook, Marketing, Accounts Receivable, Auditing
Education
Baker University 2008 — 2010
MBA, Finance, General
University of Kansas 2001 — 2005
Economics
Crystal Becerril, CPA's CBIZ MHM, LLC Experience September 2012 - January 2014
Job Senior Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2012 - January 2014
Heinfeld Meech & Co October 2011 - August 2012
T & M Management, LLC May 2011 - November 2011
CBIZ MHM, LLC February 2011 - May 2011
T & M Management LLC September 2001 - February 2011
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, General Ledger, Tax, US GAAP
Education
Arizona State University West
BS, Accountancy
CBIZ MHM, LLC September 2012 - January 2014
Heinfeld Meech & Co October 2011 - August 2012
T & M Management, LLC May 2011 - November 2011
CBIZ MHM, LLC February 2011 - May 2011
T & M Management LLC September 2001 - February 2011
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, General Ledger, Tax, US GAAP
Education
Arizona State University West
BS, Accountancy
Alison Gerbens's CBIZ MHM, LLC Experience June 2005 - August 2005
Job Sales Accounting Manager at BarS Foods Co.
Industry Food & Beverages
Experience
Bar-S Foods Co. January 2014 - Present
EY October 2013 - January 2014
Ernst & Young October 2009 - September 2013
Ernst & Young July 2007 - September 2009
CBIZ MHM, LLC June 2005 - August 2005
Skills
SEC filings, US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, Big 4, Assurance, Financial Reporting, External Audit, Financial Accounting, XBRL, SEC Filings
Education
Arizona State University - W. P. Carey School of Business 2006 — 2007
M.S., Accountancy and Information Systems
Arizona State University - W. P. Carey School of Business 2002 — 2006
B.S., Accountancy
Bar-S Foods Co. January 2014 - Present
EY October 2013 - January 2014
Ernst & Young October 2009 - September 2013
Ernst & Young July 2007 - September 2009
CBIZ MHM, LLC June 2005 - August 2005
Skills
SEC filings, US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, Big 4, Assurance, Financial Reporting, External Audit, Financial Accounting, XBRL, SEC Filings
Education
Arizona State University - W. P. Carey School of Business 2006 — 2007
M.S., Accountancy and Information Systems
Arizona State University - W. P. Carey School of Business 2002 — 2006
B.S., Accountancy
Christine Tooker's CBIZ MHM, LLC Experience June 2014 - Present
Job Audit Associate with CBIZ MHM, LLC and Mayer Hoffman McCann P.C.
Industry Accounting
Experience
CBIZ MHM, LLC June 2014 - Present
BDO USA, LLP January 2013 - April 2013
JW Marriott May 2011 - July 2011
Education
Arizona State University - W. P. Carey School of Business 2013 — 2014
Master of Science (MS), Accountancy
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor of Science (B.S.), Accountancy
Chandler-Gilbert Community College 2008 — 2010
Accounting
CBIZ MHM, LLC June 2014 - Present
BDO USA, LLP January 2013 - April 2013
JW Marriott May 2011 - July 2011
Education
Arizona State University - W. P. Carey School of Business 2013 — 2014
Master of Science (MS), Accountancy
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor of Science (B.S.), Accountancy
Chandler-Gilbert Community College 2008 — 2010
Accounting
Sarah Chernick, CPA's CBIZ MHM, LLC Experience July 2015 - Present
Job Experienced Tax Professional
Industry Accounting
Experience
CBIZ MHM, LLC July 2015 - Present
Spielman, Koenigsberg & Parker LLP August 2010 - July 2015
Third Avenue Management June 2004 - November 2008
Charles W Cammack Associates July 2003 - June 2004
Skills
CPA
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MBA, Accountancy
Bucknell University 1999 — 2003
BSBA, Management
CBIZ MHM, LLC July 2015 - Present
Spielman, Koenigsberg & Parker LLP August 2010 - July 2015
Third Avenue Management June 2004 - November 2008
Charles W Cammack Associates July 2003 - June 2004
Skills
CPA
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MBA, Accountancy
Bucknell University 1999 — 2003
BSBA, Management
Aaron Charapp's CBIZ MHM, LLC Experience January 2013 - Present
Job Auditor at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2013 - Present
CBIZ MHM, LLC June 2011 - December 2012
DLT Solutions June 2008 - July 2010
Education
Baruch College 2010 — 2012
MBA, Accountancy
University of Pittsburgh 2003 — 2008
Business, Marketing
CBIZ MHM, LLC January 2013 - Present
CBIZ MHM, LLC June 2011 - December 2012
DLT Solutions June 2008 - July 2010
Education
Baruch College 2010 — 2012
MBA, Accountancy
University of Pittsburgh 2003 — 2008
Business, Marketing
Wayne Teeter's CBIZ MHM, LLC Experience January 2015 - Present
Job Controller at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
North American Title Company April 2012 - December 2014
First American Title June 2010 - April 2012
National Retail Development Partners, LLC January 2008 - June 2010
AREAD, Inc. April 2007 - January 2008
FINOVA Capital Corporation March 1995 - February 2007
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Cash Management, Variance Analysis, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Financial Modeling, Mergers & Acquisitions, GAAP, Internal Controls, Business Analysis, Finance, Process Improvement, Forecasting, Management
Education
Arizona State University - W. P. Carey School of Business 1988 — 1991
MBA, Finance
The University of Kansas 1978 — 1982
BS, Accounting and Business Administration
CBIZ MHM, LLC January 2015 - Present
North American Title Company April 2012 - December 2014
First American Title June 2010 - April 2012
National Retail Development Partners, LLC January 2008 - June 2010
AREAD, Inc. April 2007 - January 2008
FINOVA Capital Corporation March 1995 - February 2007
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Cash Management, Variance Analysis, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Financial Modeling, Mergers & Acquisitions, GAAP, Internal Controls, Business Analysis, Finance, Process Improvement, Forecasting, Management
Education
Arizona State University - W. P. Carey School of Business 1988 — 1991
MBA, Finance
The University of Kansas 1978 — 1982
BS, Accounting and Business Administration
Maribel (Velazquez) Martínez, CPA's CBIZ MHM, LLC Experience July 2008 - October 2011
Job CPA, Ports America
Industry Accounting
Experience
Ports America June 2015 - Present
Viad Corp October 2011 - June 2015
CBIZ MHM, LLC July 2008 - October 2011
Quest Ventures January 2007 - June 2008
Skills
Internal Controls, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Account Reconciliation, Audits of Employee..., Insurance, Nonprofits, Journal Entries, Financial Statements, External Audit, Auditing, GAAP, General Ledger, CPA
Education
Arizona State University West 2004 — 2008
B.S Accountancy
Ports America June 2015 - Present
Viad Corp October 2011 - June 2015
CBIZ MHM, LLC July 2008 - October 2011
Quest Ventures January 2007 - June 2008
Skills
Internal Controls, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Account Reconciliation, Audits of Employee..., Insurance, Nonprofits, Journal Entries, Financial Statements, External Audit, Auditing, GAAP, General Ledger, CPA
Education
Arizona State University West 2004 — 2008
B.S Accountancy
Josh Gallegos's CBIZ MHM, LLC Experience July 2012 - July 2013
Job Accountant at American Express
Industry Accounting
Experience
American Express March 2014 - Present
Independent Consultant July 2013 - December 2013
CBIZ MHM, LLC July 2012 - July 2013
Arizona State University Foundation November 2008 - July 2012
Sports Business Association May 2010 - April 2011
City of Chandler October 2006 - July 2007
Skills
Accounting, Auditing, Financial Reporting, Access, Financial Accounting, Account Reconciliation, General Ledger, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Finance, Accounts Payable, Internal Controls, US GAAP, Financial Statements, Journal Entries, Analysis
Education
Arizona State University 2011 — 2012
Master of Accountancy, Accounting
Arizona State University, W. P. Carey School of Business 2007 — 2011
B.S. Accountancy, Accounting
American Express March 2014 - Present
Independent Consultant July 2013 - December 2013
CBIZ MHM, LLC July 2012 - July 2013
Arizona State University Foundation November 2008 - July 2012
Sports Business Association May 2010 - April 2011
City of Chandler October 2006 - July 2007
Skills
Accounting, Auditing, Financial Reporting, Access, Financial Accounting, Account Reconciliation, General Ledger, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Finance, Accounts Payable, Internal Controls, US GAAP, Financial Statements, Journal Entries, Analysis
Education
Arizona State University 2011 — 2012
Master of Accountancy, Accounting
Arizona State University, W. P. Carey School of Business 2007 — 2011
B.S. Accountancy, Accounting
Dave Miller, CPA's CBIZ MHM, LLC Experience June 2002 - Present
Job Shareholder/Managing Director
Industry Accounting
Experience
Mayer Hoffman McCann P.C. June 2002 - Present
CBIZ MHM, LLC June 2002 - Present
Arthur Andersen September 1995 - June 2002
Skills
Accounting, Financial Reporting, Auditing, US GAAP, Internal Controls, Financial Analysis, OMB Circular A-133, HUD audits, Nonprofits, Healthcare, Insurance, Board Governance, Due Diligence, CPA, Behavioral Health, Foundations, Statutory Accounting, Charter Schools, Corporate Tax, GAAP, SEC filings, Forensic Accounting, Tax Preparation, Revenue Recognition, SEC Filings
Education
The University of Texas at Austin 1993 — 1995
Masters in Professional Accounting, Accounting and Finance
Arizona State University 1989 — 1993
B.S., Accounting
Mayer Hoffman McCann P.C. June 2002 - Present
CBIZ MHM, LLC June 2002 - Present
Arthur Andersen September 1995 - June 2002
Skills
Accounting, Financial Reporting, Auditing, US GAAP, Internal Controls, Financial Analysis, OMB Circular A-133, HUD audits, Nonprofits, Healthcare, Insurance, Board Governance, Due Diligence, CPA, Behavioral Health, Foundations, Statutory Accounting, Charter Schools, Corporate Tax, GAAP, SEC filings, Forensic Accounting, Tax Preparation, Revenue Recognition, SEC Filings
Education
The University of Texas at Austin 1993 — 1995
Masters in Professional Accounting, Accounting and Finance
Arizona State University 1989 — 1993
B.S., Accounting
Fay Hakkani's CBIZ MHM, LLC Experience July 2015 - Present
Job Senior IT Consultant at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC July 2015 - Present
IES Internet eBusiness Solution May 2013 - Present
Qpay March 2008 - Present
Southeast Computer Solutions February 2006 - March 2008
Skills
Great Plains Software, Fixed Assets, FRx, Accounting, SSRS, Crystal Reports, Microsoft Excel, Financial Analysis, ERP, Business Intelligence, Managment Reporter, Software Implementation, Business Analysis, Integration, Microsoft Dynamics, Databases, Microsoft CRM, CRM, Project Management, Business Process, Business Process..., SharePoint, Software Project..., Microsoft Dynamics GP
Education
Aspen University
Certification, Information Technology Project Management
Florida Atlantic University
Certification, Six Sigma
Aspen University
Certification, Microsoft SQL Server 2005 Database Development
American Universtiy of Beirute
Bachelor's degree, English Language and Literature, General
ICS Learn
Certification, Accounting and Business/Management
CBIZ MHM, LLC July 2015 - Present
IES Internet eBusiness Solution May 2013 - Present
Qpay March 2008 - Present
Southeast Computer Solutions February 2006 - March 2008
Skills
Great Plains Software, Fixed Assets, FRx, Accounting, SSRS, Crystal Reports, Microsoft Excel, Financial Analysis, ERP, Business Intelligence, Managment Reporter, Software Implementation, Business Analysis, Integration, Microsoft Dynamics, Databases, Microsoft CRM, CRM, Project Management, Business Process, Business Process..., SharePoint, Software Project..., Microsoft Dynamics GP
Education
Aspen University
Certification, Information Technology Project Management
Florida Atlantic University
Certification, Six Sigma
Aspen University
Certification, Microsoft SQL Server 2005 Database Development
American Universtiy of Beirute
Bachelor's degree, English Language and Literature, General
ICS Learn
Certification, Accounting and Business/Management
Cathy Irby's CBIZ MHM, LLC Experience October 1998 - Present
Job Assistant Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC October 1998 - Present
Education
Angelo State University 1989 — 1991
CBIZ MHM, LLC October 1998 - Present
Education
Angelo State University 1989 — 1991
Ada Lam's CBIZ MHM, LLC Experience July 2012 - March 2014
Job
Industry Accounting
Experience
Grassi & Co. January 2015 - May 2015
CBIZ MHM, LLC July 2012 - March 2014
EY December 1995 - July 2012
PF Financial Services Inc June 1992 - December 1995
Skills
Financial Statements, Accounting, Tax, Auditing, Strategic Financial..., Tax Returns, High Net Worth..., Financial Planners, Tax Law, Analysis, Budgets, Investments, Journal Entries, Trusts, Human Resources, CPA, Income Tax
Education
Baruch College, City University of New York (CUNY) 1990 — 1992
Bachelor
Grassi & Co. January 2015 - May 2015
CBIZ MHM, LLC July 2012 - March 2014
EY December 1995 - July 2012
PF Financial Services Inc June 1992 - December 1995
Skills
Financial Statements, Accounting, Tax, Auditing, Strategic Financial..., Tax Returns, High Net Worth..., Financial Planners, Tax Law, Analysis, Budgets, Investments, Journal Entries, Trusts, Human Resources, CPA, Income Tax
Education
Baruch College, City University of New York (CUNY) 1990 — 1992
Bachelor
Anne Davison, CPA, MBA's CBIZ MHM, LLC Experience January 2015 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
Anne Davison, CPA July 2011 - December 2014
Kingman Winslow LLC February 2010 - August 2011
Skills
Tax Preparation, Tax, State Tax Planning, Auditing, Tax Research, Tax Accounting, Tax Returns, Accounting, Finance, CPA, Real Estate, Short Sales, Sales Tax, Corporate Tax
Education
Arizona State University - W. P. Carey School of Business 1979 — 1990
BA & MBA, Accounting, Information Systems
CBIZ MHM, LLC January 2015 - Present
Anne Davison, CPA July 2011 - December 2014
Kingman Winslow LLC February 2010 - August 2011
Skills
Tax Preparation, Tax, State Tax Planning, Auditing, Tax Research, Tax Accounting, Tax Returns, Accounting, Finance, CPA, Real Estate, Short Sales, Sales Tax, Corporate Tax
Education
Arizona State University - W. P. Carey School of Business 1979 — 1990
BA & MBA, Accounting, Information Systems
Shelvin Sam's CBIZ MHM, LLC Experience March 2012 - January 2013
Job Tax Associate Private Wealth Services at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP June 2014 - Present
Marks Paneth & Shron LLP January 2013 - May 2014
Jefferies & Company June 2013 - September 2013
CBIZ MHM, LLC March 2012 - January 2013
Deloitte July 2012 - July 2012
KKR March 2011 - March 2012
Professional Accounting & Tax Services January 2009 - April 2011
Herman Associates December 2010 - March 2011
Skills
Accounting, QuickBooks, Tax Preparation, Financial Reporting, Financial Accounting, Tax, Corporate Tax, Income Tax, Tax Research, CPA, GAAP, US GAAP, Tax Returns, Partnership Taxation, Financial Statements
Education
Saint John's University - Peter J. Tobin College of Business 2013 — 2014
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Grant Thornton LLP June 2014 - Present
Marks Paneth & Shron LLP January 2013 - May 2014
Jefferies & Company June 2013 - September 2013
CBIZ MHM, LLC March 2012 - January 2013
Deloitte July 2012 - July 2012
KKR March 2011 - March 2012
Professional Accounting & Tax Services January 2009 - April 2011
Herman Associates December 2010 - March 2011
Skills
Accounting, QuickBooks, Tax Preparation, Financial Reporting, Financial Accounting, Tax, Corporate Tax, Income Tax, Tax Research, CPA, GAAP, US GAAP, Tax Returns, Partnership Taxation, Financial Statements
Education
Saint John's University - Peter J. Tobin College of Business 2013 — 2014
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Monica Ma, CPA's CBIZ MHM, LLC Experience July 2006 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2006 - Present
Delta Design May 2005 - April 2006
Skills
Tax Accounting, CPA, Corporate Tax, Income Tax, Tax, Accounting, Consolidated Returns, Tax Preparation, GoSystems, FIN 48, Multi-state tax returns, Tax Research, International Tax, FAS109, CCH ProSystem fx
Education
San Diego State University-California State University 2004 — 2006
Master of Science (M.S.), Taxation
Beijing Technology and Business University 1991 — 1995
Bachelor's degree, English Language and Literature, General
CBIZ MHM, LLC July 2006 - Present
Delta Design May 2005 - April 2006
Skills
Tax Accounting, CPA, Corporate Tax, Income Tax, Tax, Accounting, Consolidated Returns, Tax Preparation, GoSystems, FIN 48, Multi-state tax returns, Tax Research, International Tax, FAS109, CCH ProSystem fx
Education
San Diego State University-California State University 2004 — 2006
Master of Science (M.S.), Taxation
Beijing Technology and Business University 1991 — 1995
Bachelor's degree, English Language and Literature, General
Andrea Riordan, CPA, MST's CBIZ MHM, LLC Experience 2013 - August 2015
Job FSI Group
Industry Accounting
Experience
Deloitte US August 2015 - Present
CBIZ MHM, LLC 2013 - August 2015
EisnerAmper LLP 2012 - 2013
BDO USA, LLP July 2010 - December 2012
Farm Bureau Financial Services March 2009 - February 2010
Wolf & Company LLP May 2008 - August 2008
Skills
Corporate Tax, Tax Research, Accounting, Tax Accounting, Tax, Income Tax, Partnership Taxation, CPA, ProSystem fx Tax, State Tax, Tax Preparation, Tax Returns
Education
Arizona State University 2009 — 2010
Master of Science (MS), Taxation, 3.77
Northern Illinois University 2006 — 2008
Bachelor of Science (B.S.), Accounting, 4.0
Deloitte US August 2015 - Present
CBIZ MHM, LLC 2013 - August 2015
EisnerAmper LLP 2012 - 2013
BDO USA, LLP July 2010 - December 2012
Farm Bureau Financial Services March 2009 - February 2010
Wolf & Company LLP May 2008 - August 2008
Skills
Corporate Tax, Tax Research, Accounting, Tax Accounting, Tax, Income Tax, Partnership Taxation, CPA, ProSystem fx Tax, State Tax, Tax Preparation, Tax Returns
Education
Arizona State University 2009 — 2010
Master of Science (MS), Taxation, 3.77
Northern Illinois University 2006 — 2008
Bachelor of Science (B.S.), Accounting, 4.0
Cody Guetzow's CBIZ MHM, LLC Experience May 2014 - May 2014
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG US August 2015 - Present
Cody's Exotic Parrots January 2007 - Present
Schmidt Westergard January 2014 - December 2014
Heinfeld, Meech & Company June 2014 - June 2014
Deloitte June 2014 - June 2014
CBIZ MHM, LLC May 2014 - May 2014
Chicanos Por La Causa September 2013 - December 2013
Arizona State University June 2012 - December 2013
McGladrey July 2013 - July 2013
Education
Arizona State University, W. P. Carey School of Business 2011 — 2014
Bachelor of Science (BS), Accountancy, 3.83 GPA
UCLA Extension 2012 — 2013
Accountancy
KPMG US August 2015 - Present
Cody's Exotic Parrots January 2007 - Present
Schmidt Westergard January 2014 - December 2014
Heinfeld, Meech & Company June 2014 - June 2014
Deloitte June 2014 - June 2014
CBIZ MHM, LLC May 2014 - May 2014
Chicanos Por La Causa September 2013 - December 2013
Arizona State University June 2012 - December 2013
McGladrey July 2013 - July 2013
Education
Arizona State University, W. P. Carey School of Business 2011 — 2014
Bachelor of Science (BS), Accountancy, 3.83 GPA
UCLA Extension 2012 — 2013
Accountancy
Julie Micheels's CBIZ MHM, LLC Experience September 1997 - June 2000
Job Accounting Manager at Spirit Realty Capital
Industry Real Estate
Experience
Spirit Realty Capital August 2007 - Present
PetSmart June 2004 - August 2007
Henkel Corporation September 2003 - July 2004
American Express June 2000 - September 2003
CBIZ MHM, LLC September 1997 - June 2000
Skills
Finance, Variance Analysis
Education
Arizona State University West 1983 — 1993
Bachelor of Science (B.S.), Accounting
Moon Valley High School 1979 — 1983
High School diploma, General
Spirit Realty Capital August 2007 - Present
PetSmart June 2004 - August 2007
Henkel Corporation September 2003 - July 2004
American Express June 2000 - September 2003
CBIZ MHM, LLC September 1997 - June 2000
Skills
Finance, Variance Analysis
Education
Arizona State University West 1983 — 1993
Bachelor of Science (B.S.), Accounting
Moon Valley High School 1979 — 1983
High School diploma, General
Gustavo Macgrew Jr's CBIZ MHM, LLC Experience February 2015 - April 2015
Job Student at Arizona State University
Industry Accounting
Experience
CBIZ MHM, LLC February 2015 - April 2015
Pinnacle Business Solutions LLP February 2014 - February 2015
Arizona State University-Department of Transit and Parking Services Walk Only Zones August 2013 - August 2014
Hispanic Research Center April 2012 - April 2013
Skills
Bilingual-English/Spanis..., Knowledgeable with..., Know basic Macintosh..., Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Leadership, Public Speaking, Customer Service, Time Management, Event Planning, QuickBooks, Pro System FX Tax..., Microsoft Dynamics GP
Education
Arizona State University 2011 — 2015
Bachelor’s Degree, Accounting
CBIZ MHM, LLC February 2015 - April 2015
Pinnacle Business Solutions LLP February 2014 - February 2015
Arizona State University-Department of Transit and Parking Services Walk Only Zones August 2013 - August 2014
Hispanic Research Center April 2012 - April 2013
Skills
Bilingual-English/Spanis..., Knowledgeable with..., Know basic Macintosh..., Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Leadership, Public Speaking, Customer Service, Time Management, Event Planning, QuickBooks, Pro System FX Tax..., Microsoft Dynamics GP
Education
Arizona State University 2011 — 2015
Bachelor’s Degree, Accounting
Samuel Schachter's CBIZ MHM, LLC Experience March 2014 - April 2015
Job Assistant Controller at TRYKO PARTNERS
Industry Accounting
Experience
TRYKO PARTNERS April 2015 - Present
CBIZ MHM, LLC March 2014 - April 2015
VITA(Volunteer Income Tax Assistance) February 2014 - March 2014
Joseph Opoczynski, CPA June 2013 - October 2013
Skills
Corporate Tax, Tax Preparation, Tax, Financial Accounting, Accounting, Tax Returns, Income Tax, Tax Research, Tax Accounting, GAAP
Education
Fairleigh Dickinson University 2013 — 2014
Master's Degree, Accounting
Yeshiva Shaar Hatorah
Yeshiva Shaar Hatorah
TRYKO PARTNERS April 2015 - Present
CBIZ MHM, LLC March 2014 - April 2015
VITA(Volunteer Income Tax Assistance) February 2014 - March 2014
Joseph Opoczynski, CPA June 2013 - October 2013
Skills
Corporate Tax, Tax Preparation, Tax, Financial Accounting, Accounting, Tax Returns, Income Tax, Tax Research, Tax Accounting, GAAP
Education
Fairleigh Dickinson University 2013 — 2014
Master's Degree, Accounting
Yeshiva Shaar Hatorah
Yeshiva Shaar Hatorah
Blake Calloway's CBIZ MHM, LLC Experience 2007 - 2008
Job Tax Manager at McGladrey
Industry Accounting
Experience
McGladrey May 2015 - Present
Sellers Richardson Holman & West July 2013 - April 2015
Lehmann, Ullman and Barclay LLP 2009 - 2013
CBIZ MHM, LLC 2007 - 2008
Aldridge, Borden & Company, PC 2005 - 2006
Skills
Accounting, Financial Reporting, CPA, Financial Accounting, GAAP, Income Tax, Corporate Tax, Internal Controls, Tax Preparation, Tax Accounting
Education
Auburn University at Montgomery 2002 — 2006
Bachelor's degree, Accounting
McGladrey May 2015 - Present
Sellers Richardson Holman & West July 2013 - April 2015
Lehmann, Ullman and Barclay LLP 2009 - 2013
CBIZ MHM, LLC 2007 - 2008
Aldridge, Borden & Company, PC 2005 - 2006
Skills
Accounting, Financial Reporting, CPA, Financial Accounting, GAAP, Income Tax, Corporate Tax, Internal Controls, Tax Preparation, Tax Accounting
Education
Auburn University at Montgomery 2002 — 2006
Bachelor's degree, Accounting
Cheryl Carnahan's CBIZ MHM, LLC Experience July 2005 - Present
Job Admin Assistant, Tax Processor at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2005 - Present
Community Banks of Colorado, a Division of NBH Bank, N.A. September 2003 - June 2005
Covered Wagon Restaurant April 1995 - June 2002
Skills
Microsoft Excel, Outlook
Education
Arapahoe Community College 1979 — 1983
Fashion Merchandising & Business Management
CBIZ MHM, LLC July 2005 - Present
Community Banks of Colorado, a Division of NBH Bank, N.A. September 2003 - June 2005
Covered Wagon Restaurant April 1995 - June 2002
Skills
Microsoft Excel, Outlook
Education
Arapahoe Community College 1979 — 1983
Fashion Merchandising & Business Management