CBIZ MHM, LLC
CBIZ MHM, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CBIZ MHM, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
CBIZ MHM, LLC Salaries. You can even request information on how much does CBIZ MHM, LLC pay if you want to. Learn about salaries, pros and cons of working for CBIZ MHM, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,462 CBIZ MHM, LLC employees in database. Find out everything there's to know about CBIZ MHM, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
CBIZ MHM, LLC Employees
Employee
Years
Job
Industry
Koby Watanabe Koby Watanabe's CBIZ MHM, LLC Experience May 2013 - August 2013
Job Master of Business Taxation Candidate at University of Southern California
Industry Accounting
Experience
Deloitte January 2014 - May 2014
CBIZ MHM, LLC May 2013 - August 2013
Southern California Edison January 2011 - March 2012
Southern California Edison March 2010 - January 2011
Skills
Microsoft Office, Access, Microsoft Excel, Financial Analysis, Analysis, Data Analysis, Financial Accounting, Accounting, Financial Reporting, Teamwork, Time Management, PowerPoint, Microsoft Word, Public Speaking, Tax
Education
University of Southern California 2014 — 2015
Master's Degree, Taxation
Brigham Young University - Idaho 2012 — 2013
Bachelor's Degree, Accounting
Deloitte January 2014 - May 2014
CBIZ MHM, LLC May 2013 - August 2013
Southern California Edison January 2011 - March 2012
Southern California Edison March 2010 - January 2011
Skills
Microsoft Office, Access, Microsoft Excel, Financial Analysis, Analysis, Data Analysis, Financial Accounting, Accounting, Financial Reporting, Teamwork, Time Management, PowerPoint, Microsoft Word, Public Speaking, Tax
Education
University of Southern California 2014 — 2015
Master's Degree, Taxation
Brigham Young University - Idaho 2012 — 2013
Bachelor's Degree, Accounting
Samuel Magureanu Samuel Magureanu's CBIZ MHM, LLC Experience February 2014 - Present
Job Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC February 2014 - Present
Tekniton February 2008 - December 2010
Skills
CPA, GAAP, Tax, Corporate Tax, Auditing, US GAAP, Internal Controls, SEC filings, Income Tax, Financial Reporting, Financial Accounting, Tax Preparation, External Audit, Tax Research
Education
Biola University 2009 — 2013
Accounting
CBIZ MHM, LLC February 2014 - Present
Tekniton February 2008 - December 2010
Skills
CPA, GAAP, Tax, Corporate Tax, Auditing, US GAAP, Internal Controls, SEC filings, Income Tax, Financial Reporting, Financial Accounting, Tax Preparation, External Audit, Tax Research
Education
Biola University 2009 — 2013
Accounting
Jacob Ames Jacob Ames's CBIZ MHM, LLC Experience August 2014 - Present
Job Forensic Accountant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2014 - Present
Liberty Tax Service January 2014 - April 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Accounting, Customer Service, English, Research, Outlook, Windows, Financial Analysis, Financial Accounting, Public Speaking, Photoshop, Access, Bookkeeping, Financial Reporting, Social Media, Accounts Payable, Tax
Education
Brigham Young University - Idaho 2009 — 2015
Bachelor of Science (BS), Accounting
CBIZ MHM, LLC August 2014 - Present
Liberty Tax Service January 2014 - April 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Accounting, Customer Service, English, Research, Outlook, Windows, Financial Analysis, Financial Accounting, Public Speaking, Photoshop, Access, Bookkeeping, Financial Reporting, Social Media, Accounts Payable, Tax
Education
Brigham Young University - Idaho 2009 — 2015
Bachelor of Science (BS), Accounting
Travis Landry CPA Travis Landry CPA's CBIZ MHM, LLC Experience February 2013 - April 2013
Job Controller at Lusid Technologies
Industry Accounting
Experience
Lusid Technologies July 2012 - Present
Shreeve Landry CPAs July 2012 - Present
CBIZ MHM, LLC February 2013 - April 2013
Cook Martin Poulson, PC January 2009 - July 2012
Skills
Lacerte, Partnership Taxation, Tax Accounting, Tax Preparation, Payroll Taxes, Tax Returns, QuickBooks, Corporate Tax, Financial Statements, Bookkeeping, Accounting, Tax, Auditing, Financial Audits, GAAP, Financial Reporting, Microsoft Excel, Account Reconciliation, Financial Accounting, Fixed Assets
Education
University of Utah - David Eccles School of Business 2008 — 2009
Master's of Accounting, Taxation
University of Utah - David Eccles School of Business 2006 — 2008
Bachelor of Accounting
BYU-Idaho 2004 — 2006
Associate's degree, General Studies
Lusid Technologies July 2012 - Present
Shreeve Landry CPAs July 2012 - Present
CBIZ MHM, LLC February 2013 - April 2013
Cook Martin Poulson, PC January 2009 - July 2012
Skills
Lacerte, Partnership Taxation, Tax Accounting, Tax Preparation, Payroll Taxes, Tax Returns, QuickBooks, Corporate Tax, Financial Statements, Bookkeeping, Accounting, Tax, Auditing, Financial Audits, GAAP, Financial Reporting, Microsoft Excel, Account Reconciliation, Financial Accounting, Fixed Assets
Education
University of Utah - David Eccles School of Business 2008 — 2009
Master's of Accounting, Taxation
University of Utah - David Eccles School of Business 2006 — 2008
Bachelor of Accounting
BYU-Idaho 2004 — 2006
Associate's degree, General Studies
Bobby Ray Bobby Ray's CBIZ MHM, LLC Experience April 2014 - August 2014
Job MAcc Graduate at the University of Oregon
Industry Accounting
Experience
CBIZ MHM, LLC April 2014 - August 2014
Haynie & Company CPA's January 2014 - April 2014
Smothered Sweets (IBC) September 2012 - December 2012
American Public Television June 2012 - August 2012
I-Comm Agency April 2012 - August 2012
Discovery Communications Inc January 2012 - April 2012
I-Comm Student Media April 2011 - August 2011
San Joaquin Valley Pulmonary Medical Group June 2006 - December 2010
Skills
Microsoft Excel, Excel VBA, Accounting, US GAAP, Survey Research, Teamwork, Survey Design, Marketing Communications, Spanish, Microsoft Office, Data Analysis, Market Research
Education
University of Oregon - Charles H. Lundquist College of Business 2014 — 2015
Master’s Degree, Accounting
Brigham Young University - Idaho 2009 — 2012
BS, Communications, Business Management, Accounting
CBIZ MHM, LLC April 2014 - August 2014
Haynie & Company CPA's January 2014 - April 2014
Smothered Sweets (IBC) September 2012 - December 2012
American Public Television June 2012 - August 2012
I-Comm Agency April 2012 - August 2012
Discovery Communications Inc January 2012 - April 2012
I-Comm Student Media April 2011 - August 2011
San Joaquin Valley Pulmonary Medical Group June 2006 - December 2010
Skills
Microsoft Excel, Excel VBA, Accounting, US GAAP, Survey Research, Teamwork, Survey Design, Marketing Communications, Spanish, Microsoft Office, Data Analysis, Market Research
Education
University of Oregon - Charles H. Lundquist College of Business 2014 — 2015
Master’s Degree, Accounting
Brigham Young University - Idaho 2009 — 2012
BS, Communications, Business Management, Accounting
Alexandra Blakeslee Alexandra Blakeslee's CBIZ MHM, LLC Experience January 2010 - August 2015
Job Executive Recruiter at Abacus Group, LLC
Industry Staffing and Recruiting
Experience
Abacus Group, LLC August 2015 - Present
CBIZ MHM, LLC January 2010 - August 2015
Skills
Recruiting, Direct Sales, CPA, US GAAP, Tax Research, Income Tax, Tax Preparation, GAAP, Tax, Tax Accounting
Education
Bentley University
Royal Holloway, U. of London
Abacus Group, LLC August 2015 - Present
CBIZ MHM, LLC January 2010 - August 2015
Skills
Recruiting, Direct Sales, CPA, US GAAP, Tax Research, Income Tax, Tax Preparation, GAAP, Tax, Tax Accounting
Education
Bentley University
Royal Holloway, U. of London
Danny Anson Danny Anson's CBIZ MHM, LLC Experience July 2014 - Present
Job Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2014 - Present
CVS Pharmacy May 2005 - Present
Cambridge Systematics, Inc. August 2013 - December 2013
Skills
Peachtree, Time Management, Operations Management, Cash Management, Revenue Recognition, Organization, Bookkeeping, Accounting, Microsoft Office, QuickBooks, Leadership, Team Leadership, Team Building, Management, Motivation, Multi Tasking, Task Management, Problem Solving, Accounts Receivable, Financial Statements, Financial Accounting, Journal Entries, General Ledger
Education
Suffolk University 2014 — 2016
MSA, Accounting
Suffolk University 2009 — 2014
Bachelor of Business Administration, Accounting
Bunker Hill Community College
Accounting
CBIZ MHM, LLC July 2014 - Present
CVS Pharmacy May 2005 - Present
Cambridge Systematics, Inc. August 2013 - December 2013
Skills
Peachtree, Time Management, Operations Management, Cash Management, Revenue Recognition, Organization, Bookkeeping, Accounting, Microsoft Office, QuickBooks, Leadership, Team Leadership, Team Building, Management, Motivation, Multi Tasking, Task Management, Problem Solving, Accounts Receivable, Financial Statements, Financial Accounting, Journal Entries, General Ledger
Education
Suffolk University 2014 — 2016
MSA, Accounting
Suffolk University 2009 — 2014
Bachelor of Business Administration, Accounting
Bunker Hill Community College
Accounting
Theodore Phan Theodore Phan's CBIZ MHM, LLC Experience 2009 - 2010
Job Senior Social Worker at County of Orange
Industry Government Administration
Experience
County of Orange 2014 - Present
County of Riverside 2013 - 2014
CBIZ MHM, LLC 2009 - 2010
Skills
Case Management, Nonprofits, Social Services, Community Outreach, Crisis Intervention, Mental Health, Policy, Group Therapy
Education
California State University-Fullerton 2011 — 2013
Master of Social Work (M.S.W.)
California Polytechnic State University-San Luis Obispo 2006 — 2009
Bachelor of Science (B.S.), Accounting and Business/Management
Sonora High School 2001 — 2005
County of Orange 2014 - Present
County of Riverside 2013 - 2014
CBIZ MHM, LLC 2009 - 2010
Skills
Case Management, Nonprofits, Social Services, Community Outreach, Crisis Intervention, Mental Health, Policy, Group Therapy
Education
California State University-Fullerton 2011 — 2013
Master of Social Work (M.S.W.)
California Polytechnic State University-San Luis Obispo 2006 — 2009
Bachelor of Science (B.S.), Accounting and Business/Management
Sonora High School 2001 — 2005
Coral M. Hansen, CPA/CFF, CFE Coral M. Hansen, CPA/CFF, CFE's CBIZ MHM, LLC Experience October 2005 - Present
Job Shareholder at Mayer Hoffman McCann P.C.
Industry Accounting
Experience
Mayer Hoffman McCann P.C. October 2005 - Present
CBIZ MHM, LLC October 2005 - Present
Sunterra Corporation April 2003 - September 2004
Homestore.com July 2001 - April 2003
Tejon Ranch February 1998 - July 2001
Daniells Phillips Vaughan & Bock September 1994 - February 1997
Dauberman CPA Review March 1993 - September 1994
Ernst & Young January 1991 - March 1993
Skills
Forensic Accounting, CFF, Litigation Consulting, Asset Tracing, Financial Investigation, CPA, Certified Fraud Examiner, Forensic Services, Internal Controls, Fraud, Auditing, Accounting, Finance, Tax, Litigation, Internal Audit, Assurance, Big 4, Financial Analysis, SEC filings, Income Tax, Expert Witness, Financial Reporting, GAAP, Enterprise Risk..., Due Diligence, Managerial Finance, Forensic Analysis, Litigation Support, High Net Worth..., Partnership Taxation, Mergers & Acquisitions, General Ledger, Business Valuation, Revenue Recognition, SEC Filings, Fraud Detection
Education
California State University-Fresno
Bachelor of Science (B.S.), Accounting
Mayer Hoffman McCann P.C. October 2005 - Present
CBIZ MHM, LLC October 2005 - Present
Sunterra Corporation April 2003 - September 2004
Homestore.com July 2001 - April 2003
Tejon Ranch February 1998 - July 2001
Daniells Phillips Vaughan & Bock September 1994 - February 1997
Dauberman CPA Review March 1993 - September 1994
Ernst & Young January 1991 - March 1993
Skills
Forensic Accounting, CFF, Litigation Consulting, Asset Tracing, Financial Investigation, CPA, Certified Fraud Examiner, Forensic Services, Internal Controls, Fraud, Auditing, Accounting, Finance, Tax, Litigation, Internal Audit, Assurance, Big 4, Financial Analysis, SEC filings, Income Tax, Expert Witness, Financial Reporting, GAAP, Enterprise Risk..., Due Diligence, Managerial Finance, Forensic Analysis, Litigation Support, High Net Worth..., Partnership Taxation, Mergers & Acquisitions, General Ledger, Business Valuation, Revenue Recognition, SEC Filings, Fraud Detection
Education
California State University-Fresno
Bachelor of Science (B.S.), Accounting
Christa Thorne Christa Thorne's CBIZ MHM, LLC Experience September 2014 - Present
Job Attest Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2014 - Present
Odyssey Mediterranean Cuisine March 2011 - August 2014
EXPRESS November 2010 - January 2011
Bath & Body Works November 2010 - January 2011
San Sai Japanese Grill July 2008 - October 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Customer Service, Time Management, Teamwork, Data Entry, Access, Event Planning, Cash Flow, Public Speaking, Social Media, Team Building, Leadership, Spreadsheets, Inventory Management, Team Leadership, Analysis, Customer Satisfaction, Operations Management, Auditing
Education
California State University-San Marcos 2009 — 2014
Bachelor of Science (B.S.), Accounting
Palomar College 2009 — 2011
Bachelor of Science (B.S.)
CBIZ MHM, LLC September 2014 - Present
Odyssey Mediterranean Cuisine March 2011 - August 2014
EXPRESS November 2010 - January 2011
Bath & Body Works November 2010 - January 2011
San Sai Japanese Grill July 2008 - October 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Customer Service, Time Management, Teamwork, Data Entry, Access, Event Planning, Cash Flow, Public Speaking, Social Media, Team Building, Leadership, Spreadsheets, Inventory Management, Team Leadership, Analysis, Customer Satisfaction, Operations Management, Auditing
Education
California State University-San Marcos 2009 — 2014
Bachelor of Science (B.S.), Accounting
Palomar College 2009 — 2011
Bachelor of Science (B.S.)
Jonathan Monson Jonathan Monson's CBIZ MHM, LLC Experience January 2012 - April 2012
Job Senior assurance associate at Mantyla McReynolds, LLC
Industry Accounting
Experience
Mantyla McReynolds, LLC January 2013 - Present
GEAR UP May 2012 - December 2012
CBIZ MHM, LLC January 2012 - April 2012
Brigham Young University April 2011 - December 2011
Brigham Young University March 2011 - July 2011
The Church of Jesus Christ of Latter-day Saints December 2007 - December 2009
Skills
Microsoft Excel, Microsoft Word, Laserfiche, PowerPoint, Microsoft Office, Public Speaking, Customer Service, Data Analysis, Social Media, Accounting, Mathematica, Financial Accounting, QuickBooks, Financial Reporting, Auditing, GAAP, Financial Statements, US GAAP
Education
Southern Utah University 2013 — 2014
Master's degree, Accounting, 3.9
Utah Valley University 2012 — 2013
Bachelors of Science, Accounting, 3.9
Brigham Young University - Idaho 2010 — 2011
Associate's degree, Accounting, 3.9
Mantyla McReynolds, LLC January 2013 - Present
GEAR UP May 2012 - December 2012
CBIZ MHM, LLC January 2012 - April 2012
Brigham Young University April 2011 - December 2011
Brigham Young University March 2011 - July 2011
The Church of Jesus Christ of Latter-day Saints December 2007 - December 2009
Skills
Microsoft Excel, Microsoft Word, Laserfiche, PowerPoint, Microsoft Office, Public Speaking, Customer Service, Data Analysis, Social Media, Accounting, Mathematica, Financial Accounting, QuickBooks, Financial Reporting, Auditing, GAAP, Financial Statements, US GAAP
Education
Southern Utah University 2013 — 2014
Master's degree, Accounting, 3.9
Utah Valley University 2012 — 2013
Bachelors of Science, Accounting, 3.9
Brigham Young University - Idaho 2010 — 2011
Associate's degree, Accounting, 3.9
Nathan Story Nathan Story's CBIZ MHM, LLC Experience September 2005 - Present
Job Attest Services Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2005 - Present
Skills
Auditing, Internal Controls, Accounting, SEC filings, Assurance, GAAP, US GAAP, CPA, Budgets, Financial Statements, External Audit, Financial Accounting, Revenue Recognition, Tax Preparation, Sarbanes-Oxley Act, SEC Filings
Education
California State University San Marcos 2000 — 2005
BS Business Administration, Accounting
CBIZ MHM, LLC September 2005 - Present
Skills
Auditing, Internal Controls, Accounting, SEC filings, Assurance, GAAP, US GAAP, CPA, Budgets, Financial Statements, External Audit, Financial Accounting, Revenue Recognition, Tax Preparation, Sarbanes-Oxley Act, SEC Filings
Education
California State University San Marcos 2000 — 2005
BS Business Administration, Accounting
Yanchao (Emma) Zhao Yanchao (Emma) Zhao's CBIZ MHM, LLC Experience January 2015 - Present
Job Audit Associate at CBIZ/MHM
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
Washington University in St. Louis September 2014 - December 2014
CHS September 2014 - December 2014
Lutheran Senior Services March 2014 - May 2014
Washington University in St. Louis December 2013 - February 2014
Beijing Jiaxin Century Investment Ltd. December 2013 - January 2014
Inner Power Business Consulting Ltd, Beijing Branch January 2013 - March 2013
PwC December 2011 - March 2012
Kreston International February 2011 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Finance, Financial Accounting
Education
Washington University in St. Louis 2013 — 2014
Master of Accounting, Accounting
Beijing Technology and Business University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.61/4.0
University of Oxford 2009 — 2009
CBIZ MHM, LLC January 2015 - Present
Washington University in St. Louis September 2014 - December 2014
CHS September 2014 - December 2014
Lutheran Senior Services March 2014 - May 2014
Washington University in St. Louis December 2013 - February 2014
Beijing Jiaxin Century Investment Ltd. December 2013 - January 2014
Inner Power Business Consulting Ltd, Beijing Branch January 2013 - March 2013
PwC December 2011 - March 2012
Kreston International February 2011 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Finance, Financial Accounting
Education
Washington University in St. Louis 2013 — 2014
Master of Accounting, Accounting
Beijing Technology and Business University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.61/4.0
University of Oxford 2009 — 2009
Benjamin Benson, CPA Benjamin Benson, CPA's CBIZ MHM, LLC Experience January 2011 - April 2011
Job MBA Candidate Marriott School of Business
Industry Financial Services
Experience
3P Equity Partners, LLC November 2013 - June 2015
PwC January 2012 - October 2013
Brigham Young University - Idaho February 2010 - January 2012
CBIZ MHM, LLC January 2011 - April 2011
Skills
Excel, VBA, Access, Portuguese, Financial Accounting, Visual Basic, Microsoft Office, Financial Reporting, Financial Modeling, Lotus Notes, Mentoring, Teaching, Microsoft Excel, Auditing, CPA, Analysis, GAAP
Education
Brigham Young University 2015 — 2017
Master of Business Administration (MBA)
Brigham Young University - Idaho 2009 — 2011
Accounting, Computer Information Technology
3P Equity Partners, LLC November 2013 - June 2015
PwC January 2012 - October 2013
Brigham Young University - Idaho February 2010 - January 2012
CBIZ MHM, LLC January 2011 - April 2011
Skills
Excel, VBA, Access, Portuguese, Financial Accounting, Visual Basic, Microsoft Office, Financial Reporting, Financial Modeling, Lotus Notes, Mentoring, Teaching, Microsoft Excel, Auditing, CPA, Analysis, GAAP
Education
Brigham Young University 2015 — 2017
Master of Business Administration (MBA)
Brigham Young University - Idaho 2009 — 2011
Accounting, Computer Information Technology
David Castellanos David Castellanos's CBIZ MHM, LLC Experience January 2015 - Present
Job Tax Accountant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
CSULA VITA October 2013 - April 2014
EcoCAR2 CSULA April 2013 - January 2014
Skills
Accounting, Partnership Taxation, Corporate Tax, Tax Preparation, Academic Tutoring, Managerial Finance, Finance, Financial Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Microsoft Word, Tax, Tax Accounting, Research, Teamwork
Education
California State University, Los Angeles - College of Business and Economics 2009 — 2014
Bachelor's degree, Senior
CBIZ MHM, LLC January 2015 - Present
CSULA VITA October 2013 - April 2014
EcoCAR2 CSULA April 2013 - January 2014
Skills
Accounting, Partnership Taxation, Corporate Tax, Tax Preparation, Academic Tutoring, Managerial Finance, Finance, Financial Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Microsoft Word, Tax, Tax Accounting, Research, Teamwork
Education
California State University, Los Angeles - College of Business and Economics 2009 — 2014
Bachelor's degree, Senior
Breanna Lyda, CPA Breanna Lyda, CPA's CBIZ MHM, LLC Experience September 2004 - Present
Job Sharp and dedicated audit professional
Industry Accounting
Experience
CBIZ MHM, LLC September 2004 - Present
Mayer Hoffman McCann P.C. September 2004 - Present
Skills
GAAP, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Analysis, Audits of Employee..., Financial Audits, Financial Statements, Consolidation
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
Bachelor of Science (BS), Business Administration, concentration in Accounting, minor in economics
California State University-San Bernardino 2000 — 2002
Bachelor of Science (B.S.), Accounting and Business/Management
CBIZ MHM, LLC September 2004 - Present
Mayer Hoffman McCann P.C. September 2004 - Present
Skills
GAAP, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Analysis, Audits of Employee..., Financial Audits, Financial Statements, Consolidation
Education
California Polytechnic State University-San Luis Obispo 2002 — 2004
Bachelor of Science (BS), Business Administration, concentration in Accounting, minor in economics
California State University-San Bernardino 2000 — 2002
Bachelor of Science (B.S.), Accounting and Business/Management
Ryan Hashmi Ryan Hashmi's CBIZ MHM, LLC Experience July 2008 - January 2010
Job International Tax Professional
Industry Accounting
Experience
McGladrey June 2015 - Present
University of Miami School of Law August 2013 - December 2013
United States Securities and Exchange Commission May 2013 - August 2013
University of Miami School of Law May 2012 - November 2012
Marcum LLP January 2011 - July 2011
CBIZ MHM, LLC July 2008 - January 2010
Skills
Accounting, Auditing, Financial Reporting, Quickbooks, GAAP, Time Management, Risk Assessment, Analysis, Tax, Financial Accounting, Internal Controls
Education
University of Miami School of Law 2011 — 2014
Juris Doctor, LL.M. - Taxation, Law
California State Polytechnic University-Pomona 2004 — 2008
Bachelor of Science, Accounting
Fountain Valley High School 2000 — 2004
Diploma
McGladrey June 2015 - Present
University of Miami School of Law August 2013 - December 2013
United States Securities and Exchange Commission May 2013 - August 2013
University of Miami School of Law May 2012 - November 2012
Marcum LLP January 2011 - July 2011
CBIZ MHM, LLC July 2008 - January 2010
Skills
Accounting, Auditing, Financial Reporting, Quickbooks, GAAP, Time Management, Risk Assessment, Analysis, Tax, Financial Accounting, Internal Controls
Education
University of Miami School of Law 2011 — 2014
Juris Doctor, LL.M. - Taxation, Law
California State Polytechnic University-Pomona 2004 — 2008
Bachelor of Science, Accounting
Fountain Valley High School 2000 — 2004
Diploma
Thimitrios Andoniades, CPA Thimitrios Andoniades, CPA's CBIZ MHM, LLC Experience January 2012 - October 2014
Job Senior Audit Consultant at Deloitte
Industry Accounting
Experience
Deloitte October 2014 - Present
CBIZ MHM, LLC January 2012 - October 2014
Bentley University September 2007 - May 2011
TD May 2009 - August 2009
Skills
Client Relations Skills, Financial Statement..., Microsoft Excel, Planning Budgeting &..., US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2013
Master of Science (M.S.), Accounting
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Accounting and Liberal Studies
Deloitte October 2014 - Present
CBIZ MHM, LLC January 2012 - October 2014
Bentley University September 2007 - May 2011
TD May 2009 - August 2009
Skills
Client Relations Skills, Financial Statement..., Microsoft Excel, Planning Budgeting &..., US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2013
Master of Science (M.S.), Accounting
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Accounting and Liberal Studies
Michael Jaeger Michael Jaeger's CBIZ MHM, LLC Experience November 2009 - October 2014
Job Assurance Manager at EY
Industry Accounting
Experience
EY November 2014 - Present
CBIZ MHM, LLC November 2009 - October 2014
Kreischer Miller 2006 - 2009
Skills
Accounting Research, Internal Controls, Financial Statements, External Audit, Accounting, Management, Budgets, GAAP, CPA, US GAAP, Financial Accounting, General Ledger, Forensic Accounting, Sarbanes-Oxley Act, Revenue Recognition
Education
Bloomsburg University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Accounting with a concentration in Fraud Examination
North Penn 1999 — 2001
EY November 2014 - Present
CBIZ MHM, LLC November 2009 - October 2014
Kreischer Miller 2006 - 2009
Skills
Accounting Research, Internal Controls, Financial Statements, External Audit, Accounting, Management, Budgets, GAAP, CPA, US GAAP, Financial Accounting, General Ledger, Forensic Accounting, Sarbanes-Oxley Act, Revenue Recognition
Education
Bloomsburg University of Pennsylvania 2001 — 2005
Bachelor of Science (BS), Accounting with a concentration in Fraud Examination
North Penn 1999 — 2001
Daniel Burrows, CPA Daniel Burrows, CPA's CBIZ MHM, LLC Experience January 2011 - May 2011
Job Fund Tax Accountant at Strata Fund Solutions
Industry Accounting
Experience
Strata Fund Solutions LLC August 2011 - Present
CBIZ MHM, LLC January 2011 - May 2011
Brigham Young University Hawaii September 2009 - June 2010
Living Scriptures May 2007 - August 2009
The Church of Jesus Christ of Latter-day Saints September 2003 - October 2005
Skills
ProSystem fx Tax, GoSystems, Microsoft Excel, Federal & State Income..., Partnership Taxation, International Tax, Fund Accounting, Accounting, Selling Skills, Alternative Investments, Tax, Tax Accounting, Tax Advisory, Six Sigma, Sales
Education
University of Utah - David Eccles School of Business 2012 — 2012
Master of Accounting, Taxation
Brigham Young University - Hawaii 2006 — 2010
B.S., Accounting, Economics
Strata Fund Solutions LLC August 2011 - Present
CBIZ MHM, LLC January 2011 - May 2011
Brigham Young University Hawaii September 2009 - June 2010
Living Scriptures May 2007 - August 2009
The Church of Jesus Christ of Latter-day Saints September 2003 - October 2005
Skills
ProSystem fx Tax, GoSystems, Microsoft Excel, Federal & State Income..., Partnership Taxation, International Tax, Fund Accounting, Accounting, Selling Skills, Alternative Investments, Tax, Tax Accounting, Tax Advisory, Six Sigma, Sales
Education
University of Utah - David Eccles School of Business 2012 — 2012
Master of Accounting, Taxation
Brigham Young University - Hawaii 2006 — 2010
B.S., Accounting, Economics
Kyle Slattery, CPA's CBIZ MHM, LLC Experience July 2008 - June 2012
Job Audit Supervisor at County of Santa Barbara
Industry Government Administration
Experience
County of Santa Barbara June 2012 - Present
CBIZ MHM, LLC July 2008 - June 2012
Skills
PowerPoint, GAAP, Financial Accounting, Accounting, Auditing, Financial Reporting, CPA, SEC filings, Internal Controls, Tax, Financial Audits, Sarbanes-Oxley Act, Revenue Recognition, QuickBooks, US GAAP, Flow Charts
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Business, Concentration in Accounting, Minor in Economics
County of Santa Barbara June 2012 - Present
CBIZ MHM, LLC July 2008 - June 2012
Skills
PowerPoint, GAAP, Financial Accounting, Accounting, Auditing, Financial Reporting, CPA, SEC filings, Internal Controls, Tax, Financial Audits, Sarbanes-Oxley Act, Revenue Recognition, QuickBooks, US GAAP, Flow Charts
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Business, Concentration in Accounting, Minor in Economics
Eric Carrillo Eric Carrillo's CBIZ MHM, LLC Experience February 2014 - April 2014
Job Financial Operations Cost Analyst at Boeing
Industry Defense & Space
Experience
Boeing January 2015 - Present
Boeing June 2014 - September 2014
CBIZ MHM, LLC February 2014 - April 2014
Skills
Tax Accounting, Tax Preparation, Tax Returns, Income Tax
Education
California State Polytechnic University-Pomona 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
East Los Angeles College 2008 — 2012
Associate of Arts (A.A.), Social and Behavioral Sciences
Boeing January 2015 - Present
Boeing June 2014 - September 2014
CBIZ MHM, LLC February 2014 - April 2014
Skills
Tax Accounting, Tax Preparation, Tax Returns, Income Tax
Education
California State Polytechnic University-Pomona 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
East Los Angeles College 2008 — 2012
Associate of Arts (A.A.), Social and Behavioral Sciences
Ori Cohen's CBIZ MHM, LLC Experience July 2015 - Present
Job Tax Intern at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC July 2015 - Present
Boston University's Public Markets Investment Group September 2014 - Present
Boston University's TAMID Chapter 2013 - Present
Universal Pacific Diamonds July 2014 - August 2014
Reflective Energy Solutions July 2013 - August 2013
Skills
Salesforce.com..., Microsoft Access, Non-profit Volunteer, Event Planning, Microsoft Office, Social Media, Social Networking, Microsoft Excel, Leadership, PowerPoint, Research, Public Speaking, Microsoft Word, Facebook, Teamwork, Management, Customer Service, Marketing
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor of Science in Business Administration, Finance & Accounting
The Ashreinu School 2012 — 2013
The Frisch School 2008 — 2012
High School Diploma, Honors Student
CBIZ MHM, LLC July 2015 - Present
Boston University's Public Markets Investment Group September 2014 - Present
Boston University's TAMID Chapter 2013 - Present
Universal Pacific Diamonds July 2014 - August 2014
Reflective Energy Solutions July 2013 - August 2013
Skills
Salesforce.com..., Microsoft Access, Non-profit Volunteer, Event Planning, Microsoft Office, Social Media, Social Networking, Microsoft Excel, Leadership, PowerPoint, Research, Public Speaking, Microsoft Word, Facebook, Teamwork, Management, Customer Service, Marketing
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor of Science in Business Administration, Finance & Accounting
The Ashreinu School 2012 — 2013
The Frisch School 2008 — 2012
High School Diploma, Honors Student
Bryant McKinley, CPA Bryant McKinley, CPA's CBIZ MHM, LLC Experience December 2004 - December 2012
Job Manager, Technical Accounting and External Reporting at Amkor Technology
Industry Accounting
Experience
Amkor Technology January 2015 - Present
Amkor Technology December 2012 - Present
CBIZ MHM, LLC December 2004 - December 2012
Howard D Fox CPA October 2003 - October 2004
Skills
Auditing, Financial Reporting, GAAP, Internal Controls, Managerial Finance, Microsoft Excel, SEC filings, US GAAP, CPA, Accounting, Sarbanes-Oxley Act, External Audit, Financial Accounting, Revenue Recognition, Financial Statements
Education
California Lutheran University 1999 — 2004
Accounting - Bachelor of Science, Accounting
Amkor Technology January 2015 - Present
Amkor Technology December 2012 - Present
CBIZ MHM, LLC December 2004 - December 2012
Howard D Fox CPA October 2003 - October 2004
Skills
Auditing, Financial Reporting, GAAP, Internal Controls, Managerial Finance, Microsoft Excel, SEC filings, US GAAP, CPA, Accounting, Sarbanes-Oxley Act, External Audit, Financial Accounting, Revenue Recognition, Financial Statements
Education
California Lutheran University 1999 — 2004
Accounting - Bachelor of Science, Accounting
Jaclyn Lee's CBIZ MHM, LLC Experience July 2013 - Present
Job Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2013 - Present
Biola University August 2012 - May 2013
Barcelon Associates Management Corp. June 2009 - August 2012
Skills
Accounting, Financial Statement..., Financial Statement..., Microsoft Excel, Office Administration, Auditing, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Teamwork, Financial Analysis
Education
Biola University 2009 — 2013
Bachelor of Science (BS), Business Administration: Accounting
CBIZ MHM, LLC July 2013 - Present
Biola University August 2012 - May 2013
Barcelon Associates Management Corp. June 2009 - August 2012
Skills
Accounting, Financial Statement..., Financial Statement..., Microsoft Excel, Office Administration, Auditing, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Teamwork, Financial Analysis
Education
Biola University 2009 — 2013
Bachelor of Science (BS), Business Administration: Accounting
Andrew S. Folsom, CPA/ABV Andrew S. Folsom, CPA/ABV's CBIZ MHM, LLC Experience August 2014 - May 2015
Job Supervising Senior Associate at CBIZ MHM, LLC
Industry Hospitality
Experience
Mayer Hoffman McCann P.C. August 2015 - Present
CBIZ MHM, LLC August 2014 - May 2015
CBIZ MHM, LLC January 2012 - July 2014
Walt Disney World January 2007 - August 2011
Target May 2006 - December 2007
Skills
CPA, Accounting, QuickBooks, Microsoft Excel, Financial Analysis, Financial Accounting, Auditing, Leadership, Account Reconciliation, Access, Financial Reporting, English, Financial Modeling, IDEA Data Mining..., Forensic Accounting, Microsoft Word, Business Valuation, Microsoft Office, Customer Service, Time Management, Fraud, Litigation Consulting, GAAP, ABV
Education
Brigham Young University - Idaho 2010 — 2012
Bachelor of Science (BS), Accounting
Brigham Young University 2006 — 2007
Pre-Law Studies
Mayer Hoffman McCann P.C. August 2015 - Present
CBIZ MHM, LLC August 2014 - May 2015
CBIZ MHM, LLC January 2012 - July 2014
Walt Disney World January 2007 - August 2011
Target May 2006 - December 2007
Skills
CPA, Accounting, QuickBooks, Microsoft Excel, Financial Analysis, Financial Accounting, Auditing, Leadership, Account Reconciliation, Access, Financial Reporting, English, Financial Modeling, IDEA Data Mining..., Forensic Accounting, Microsoft Word, Business Valuation, Microsoft Office, Customer Service, Time Management, Fraud, Litigation Consulting, GAAP, ABV
Education
Brigham Young University - Idaho 2010 — 2012
Bachelor of Science (BS), Accounting
Brigham Young University 2006 — 2007
Pre-Law Studies
Jimena Jimenez-Aguilar Jimena Jimenez-Aguilar's CBIZ MHM, LLC Experience July 2014 - Present
Job Tax Associate
Industry Accounting
Experience
CBIZ MHM, LLC July 2014 - Present
DEX May 2013 - May 2014
California Lutheran University August 2011 - May 2014
California Lutheran University September 2012 - December 2013
California Lutheran University May 2012 - August 2012
RISCO Insurance Services, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Lacerte, Bilingual, Time Management, Data Entry, Outlook, Telephone Skills, Customer Service, Oracle, Accounts Payable, PowerPoint, Accounting, Public Speaking
Education
California Lutheran University 2010 — 2014
Bachelor's Degree, Accounting
CBIZ MHM, LLC July 2014 - Present
DEX May 2013 - May 2014
California Lutheran University August 2011 - May 2014
California Lutheran University September 2012 - December 2013
California Lutheran University May 2012 - August 2012
RISCO Insurance Services, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Lacerte, Bilingual, Time Management, Data Entry, Outlook, Telephone Skills, Customer Service, Oracle, Accounts Payable, PowerPoint, Accounting, Public Speaking
Education
California Lutheran University 2010 — 2014
Bachelor's Degree, Accounting
Adam Goodworth Adam Goodworth's CBIZ MHM, LLC Experience January 2013 - April 2013
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Idaho State University August 2014 - May 2015
Galusha, Higgins, & Galusha, P.C. February 2014 - April 2014
BYU-Idaho April 2013 - January 2014
CBIZ MHM, LLC January 2013 - April 2013
Idaho Steel March 2011 - December 2012
Skills
Accounting, Microsoft Excel, Spreadsheets, QuickBooks, Microsoft Word, Microsoft Office, Inventory Management, Data Entry, PowerPoint, Manufacturing, VBA, Auditing, Access, Financial Reporting, Bookkeeping, Teamwork
Education
Idaho State University 2014 — 2015
Master's degree, Accounting
Brigham Young University - Idaho 2011 — 2014
Bachelor's degree, Accounting
Shelley High School
Deloitte September 2015 - Present
Idaho State University August 2014 - May 2015
Galusha, Higgins, & Galusha, P.C. February 2014 - April 2014
BYU-Idaho April 2013 - January 2014
CBIZ MHM, LLC January 2013 - April 2013
Idaho Steel March 2011 - December 2012
Skills
Accounting, Microsoft Excel, Spreadsheets, QuickBooks, Microsoft Word, Microsoft Office, Inventory Management, Data Entry, PowerPoint, Manufacturing, VBA, Auditing, Access, Financial Reporting, Bookkeeping, Teamwork
Education
Idaho State University 2014 — 2015
Master's degree, Accounting
Brigham Young University - Idaho 2011 — 2014
Bachelor's degree, Accounting
Shelley High School
Imari Molifua Imari Molifua's CBIZ MHM, LLC Experience August 2013 - December 2013
Job Incoming Audit Associate 2016 @ Deloitte & Touche
Industry Accounting
Experience
Deloitte January 2015 - April 2015
CBIZ MHM, LLC August 2013 - December 2013
Crandall & Co. January 2012 - April 2013
Skills
Microsoft Excel, Accounting, Microsoft Word, Financial Accounting, QuickBooks, Tax, PowerPoint, Financial Reporting, Access, Time Management, Leadership
Education
Idaho State University 2014 — 2016
Master of Business Administration (MBA) / Master of Accounting (MAcc)
BYU-Idaho 2011 — 2014
Bachelor of Science (B.S.), Accounting
Deloitte January 2015 - April 2015
CBIZ MHM, LLC August 2013 - December 2013
Crandall & Co. January 2012 - April 2013
Skills
Microsoft Excel, Accounting, Microsoft Word, Financial Accounting, QuickBooks, Tax, PowerPoint, Financial Reporting, Access, Time Management, Leadership
Education
Idaho State University 2014 — 2016
Master of Business Administration (MBA) / Master of Accounting (MAcc)
BYU-Idaho 2011 — 2014
Bachelor of Science (B.S.), Accounting
Jeff Penrose Jeff Penrose's CBIZ MHM, LLC Experience 2005 - 2006
Job Manager, Finance Shared Services at Office Depot
Industry Retail
Experience
Office Depot June 2015 - Present
Hertz July 2014 - February 2015
Hertz August 2012 - July 2014
Sprint Nextel February 2012 - August 2012
Sprint Nextel September 2009 - February 2012
NSP 2006 - 2008
CBIZ MHM, LLC 2005 - 2006
Skills
Brazilian Portuguese, Spanish, Eagle Scout, Team Building, Financial Analysis, Management, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Accounting, Analysis, Finance, Training, Accounts Payable, Forecasting, Auditing, Process Improvement
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Master of Business Administration (MBA), Corporate Finance
Brigham Young University - Hawaii 2002 — 2004
Bachelor of Science (B.S.), International Business Management
Office Depot June 2015 - Present
Hertz July 2014 - February 2015
Hertz August 2012 - July 2014
Sprint Nextel February 2012 - August 2012
Sprint Nextel September 2009 - February 2012
NSP 2006 - 2008
CBIZ MHM, LLC 2005 - 2006
Skills
Brazilian Portuguese, Spanish, Eagle Scout, Team Building, Financial Analysis, Management, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Accounting, Analysis, Finance, Training, Accounts Payable, Forecasting, Auditing, Process Improvement
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Master of Business Administration (MBA), Corporate Finance
Brigham Young University - Hawaii 2002 — 2004
Bachelor of Science (B.S.), International Business Management
Alex Kaiser Alex Kaiser's CBIZ MHM, LLC Experience January 2015 - Present
Job Associate at CBIZ, Inc.
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
Paul C Chen Accountancy Corporation August 2014 - December 2014
Home Services of America August 2014 - December 2014
Ball and Associates Inc. July 2012 - June 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, PowerPoint, Customer Service, Teamwork, Time Management, Outlook, Leadership, Research, Team Leadership
Education
California State University-Fresno 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Senior
CBIZ MHM, LLC January 2015 - Present
Paul C Chen Accountancy Corporation August 2014 - December 2014
Home Services of America August 2014 - December 2014
Ball and Associates Inc. July 2012 - June 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, PowerPoint, Customer Service, Teamwork, Time Management, Outlook, Leadership, Research, Team Leadership
Education
California State University-Fresno 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Senior
Nathan Drake Nathan Drake's CBIZ MHM, LLC Experience October 2000 - September 2002
Job Controller at Northern Colorado Constructors
Industry Accounting
Experience
Northern Colorado Constructors May 2014 - Present
HUGHES, WEDGWOOD & COMPANY, LLC September 2002 - April 2014
CBIZ MHM, LLC October 2000 - September 2002
Skills
Tax, Sales Tax, Financial Accounting, Financial Reporting, Tax Research, GAAP, Auditing, CPA, Corporate Tax, Partnership Taxation, S Corporations, US GAAP, Financial Analysis, Quickbooks, Tax Preparation, Internal Controls
Education
Bob Jones University 1994 — 1997
Accounting, Business
Northern Colorado Constructors May 2014 - Present
HUGHES, WEDGWOOD & COMPANY, LLC September 2002 - April 2014
CBIZ MHM, LLC October 2000 - September 2002
Skills
Tax, Sales Tax, Financial Accounting, Financial Reporting, Tax Research, GAAP, Auditing, CPA, Corporate Tax, Partnership Taxation, S Corporations, US GAAP, Financial Analysis, Quickbooks, Tax Preparation, Internal Controls
Education
Bob Jones University 1994 — 1997
Accounting, Business
John T. Dougherty III John T. Dougherty III's CBIZ MHM, LLC Experience January 2015 - Present
Job Tax Senior Associate at CBIZ MHM, LLC
Industry Legal Services
Experience
CBIZ MHM, LLC January 2015 - Present
John T. Dougherty CPA, LLC January 2007 - January 2015
Schofield & Varde, LLP August 2012 - August 2014
Loyola Federal Tax Clinic August 2013 - December 2013
Office of the Governor, Legislative Affairs June 2012 - August 2012
Loyola Business Law Clinic January 2012 - May 2012
Kaplan November 2009 - July 2011
Ladder Up January 2011 - April 2011
Skills
Legal Research, Technical Writing, Sales Presentations, Group Presentations, Public Speaking, Management, Team Leadership, Corporation Financial..., Economic Analysis, Tax, Estate Planning, Analysis, Westlaw, Lexis, Legal Writing, Research, LexisNexis, Microsoft Excel
Education
Loyola University Chicago School of Law 2013 — 2014
LL.M. in Taxation
Loyola University Chicago School of Law 2010 — 2013
Juris Doctor (J.D.), Law - Certificate in Taxation
Southern Connecticut State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Bryant University 2002 — 2005
Accounting and Finance
CBIZ MHM, LLC January 2015 - Present
John T. Dougherty CPA, LLC January 2007 - January 2015
Schofield & Varde, LLP August 2012 - August 2014
Loyola Federal Tax Clinic August 2013 - December 2013
Office of the Governor, Legislative Affairs June 2012 - August 2012
Loyola Business Law Clinic January 2012 - May 2012
Kaplan November 2009 - July 2011
Ladder Up January 2011 - April 2011
Skills
Legal Research, Technical Writing, Sales Presentations, Group Presentations, Public Speaking, Management, Team Leadership, Corporation Financial..., Economic Analysis, Tax, Estate Planning, Analysis, Westlaw, Lexis, Legal Writing, Research, LexisNexis, Microsoft Excel
Education
Loyola University Chicago School of Law 2013 — 2014
LL.M. in Taxation
Loyola University Chicago School of Law 2010 — 2013
Juris Doctor (J.D.), Law - Certificate in Taxation
Southern Connecticut State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Bryant University 2002 — 2005
Accounting and Finance
Olin Fields's CBIZ MHM, LLC Experience June 2012 - Present
Job Senior Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC June 2012 - Present
Independent Entertainment Professional September 2002 - Present
CBIZ MHM, LLC September 2011 - December 2011
BANDER Investments April 2011 - August 2011
Searle Hart & Associates April 2011 - July 2011
Expresso Fitness July 2007 - December 2008
Skills
Accounting, Financial Analysis, GAAP, Auditing, Financial Accounting, Financial Reporting, Internal Controls, Financial Statements, Team Building, Teamwork, Team Leadership, Teaching, Solo Piano, Music, Composition, Creative Problem Solving, Microsoft Excel, Microsoft Office, Microsoft Word, Piano Performance, PowerPoint, Time Management, US GAAP
Education
Brigham Young University - Idaho 2007 — 2012
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC June 2012 - Present
Independent Entertainment Professional September 2002 - Present
CBIZ MHM, LLC September 2011 - December 2011
BANDER Investments April 2011 - August 2011
Searle Hart & Associates April 2011 - July 2011
Expresso Fitness July 2007 - December 2008
Skills
Accounting, Financial Analysis, GAAP, Auditing, Financial Accounting, Financial Reporting, Internal Controls, Financial Statements, Team Building, Teamwork, Team Leadership, Teaching, Solo Piano, Music, Composition, Creative Problem Solving, Microsoft Excel, Microsoft Office, Microsoft Word, Piano Performance, PowerPoint, Time Management, US GAAP
Education
Brigham Young University - Idaho 2007 — 2012
Bachelor of Science (B.S.), Accounting
Stephanie J. Prows, CPA Stephanie J. Prows, CPA's CBIZ MHM, LLC Experience January 2007 - Present
Job
Industry Accounting
Experience
Mayer Hoffman McCann P.C. January 2007 - Present
CBIZ MHM, LLC January 2007 - Present
Jones Simkins, P.C. May 2006 - August 2006
Skills
GAAP, CPA, Auditing, US GAAP, Financial Reporting, Financial Accounting, Revenue Recognition, Financial Statements, Accounting, Financial Analysis, Mergers & Acquisitions, Audits of Employee..., Consulting, HOA, Reviews, Financial Audits
Education
Utah State University - Jon M. Huntsman School of Business 2005 — 2006
Master of Accounting, Accounting
Brigham Young University - Idaho 2000 — 2005
Bachelor of Science, Accounting
Mayer Hoffman McCann P.C. January 2007 - Present
CBIZ MHM, LLC January 2007 - Present
Jones Simkins, P.C. May 2006 - August 2006
Skills
GAAP, CPA, Auditing, US GAAP, Financial Reporting, Financial Accounting, Revenue Recognition, Financial Statements, Accounting, Financial Analysis, Mergers & Acquisitions, Audits of Employee..., Consulting, HOA, Reviews, Financial Audits
Education
Utah State University - Jon M. Huntsman School of Business 2005 — 2006
Master of Accounting, Accounting
Brigham Young University - Idaho 2000 — 2005
Bachelor of Science, Accounting
Jackelyn Choto Jackelyn Choto's CBIZ MHM, LLC Experience August 2013 - January 2014
Job Tax Accountant at Equinox
Industry Accounting
Experience
EQUINOX Business Solutions January 2014 - Present
Reed & Reed Architect and Ass. January 2006 - Present
CBIZ MHM, LLC August 2013 - January 2014
Vantec World Transport (USA), Inc May 2013 - July 2013
Brighan Young Universaty-Hawaii June 2012 - April 2013
Santa Monica Mail Boxes & More January 2008 - April 2012
Skills
Microsoft Word, Customer Service, Teamwork, QuickBooks, Bilingual, Architectural Drawings, Bookkeeping, Blueprint Reading, Accounts Payable, Spanish, Critical Thinking, Spreadsheets, Account Reconciliation, Tax, Outlook, Tax Preparation, Journal Entries, Bank Reconciliation, Accounting, PeopleSoft, Access
Education
Liberty University 2013 — 2014
Master of Science (MS), Accounting
Brigham Young University - Hawaii 2009 — 2013
EQUINOX Business Solutions January 2014 - Present
Reed & Reed Architect and Ass. January 2006 - Present
CBIZ MHM, LLC August 2013 - January 2014
Vantec World Transport (USA), Inc May 2013 - July 2013
Brighan Young Universaty-Hawaii June 2012 - April 2013
Santa Monica Mail Boxes & More January 2008 - April 2012
Skills
Microsoft Word, Customer Service, Teamwork, QuickBooks, Bilingual, Architectural Drawings, Bookkeeping, Blueprint Reading, Accounts Payable, Spanish, Critical Thinking, Spreadsheets, Account Reconciliation, Tax, Outlook, Tax Preparation, Journal Entries, Bank Reconciliation, Accounting, PeopleSoft, Access
Education
Liberty University 2013 — 2014
Master of Science (MS), Accounting
Brigham Young University - Hawaii 2009 — 2013
Jeremy Larson Jeremy Larson's CBIZ MHM, LLC Experience January 2013 - July 2013
Job Audit Senior at Baldwin & Baldwin
Industry Accounting
Experience
Baldwin & Baldwin PLLC August 2013 - Present
CBIZ MHM, LLC January 2013 - July 2013
CBIZ MHM, LLC January 2011 - April 2011
Lockheed Martin January 2010 - April 2010
New View Real Estate January 2009 - April 2009
The Church of Jesus Christ of Latter-day Saints April 2006 - April 2008
Skills
Accounting, Financial Reporting, Financial Accounting, Auditing, Microsoft Excel, Access, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Cost Accounting, Finance, Analysis
Education
Idaho State University 2012 — 2012
Master of Business Administration (M.B.A.), Accounting
Brigham Young University - Idaho 2006 — 2011
Bachelors of Science, Accounting; International Business and Spanish
Baldwin & Baldwin PLLC August 2013 - Present
CBIZ MHM, LLC January 2013 - July 2013
CBIZ MHM, LLC January 2011 - April 2011
Lockheed Martin January 2010 - April 2010
New View Real Estate January 2009 - April 2009
The Church of Jesus Christ of Latter-day Saints April 2006 - April 2008
Skills
Accounting, Financial Reporting, Financial Accounting, Auditing, Microsoft Excel, Access, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Cost Accounting, Finance, Analysis
Education
Idaho State University 2012 — 2012
Master of Business Administration (M.B.A.), Accounting
Brigham Young University - Idaho 2006 — 2011
Bachelors of Science, Accounting; International Business and Spanish
Orson Holt, CPA Orson Holt, CPA's CBIZ MHM, LLC Experience January 2010 - June 2015
Job Tax Manager at Beyond Trust
Industry Accounting
Experience
Beyond Trust June 2015 - Present
CBIZ MHM, LLC January 2010 - June 2015
Medicis Pharmaceutical Corporation July 2008 - November 2009
Deloitte June 2006 - June 2008
Arthur Andersen 1993 - 2002
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Accounting, CPA, Partnership Taxation, SEC filings, Tax Preparation, Tax Research
Education
Brigham Young University 1988 — 1993
MAcc; BS, Accounting
Beyond Trust June 2015 - Present
CBIZ MHM, LLC January 2010 - June 2015
Medicis Pharmaceutical Corporation July 2008 - November 2009
Deloitte June 2006 - June 2008
Arthur Andersen 1993 - 2002
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Accounting, CPA, Partnership Taxation, SEC filings, Tax Preparation, Tax Research
Education
Brigham Young University 1988 — 1993
MAcc; BS, Accounting
Jason Ross, CPA Jason Ross, CPA's CBIZ MHM, LLC Experience January 2009 - October 2013
Job Senior External Reporting Analyst at Kansas City Power & Light
Industry Accounting
Experience
Kansas City Power & Light April 2015 - Present
Westar Energy October 2014 - Present
Westar Energy October 2013 - Present
CBIZ MHM, LLC January 2009 - October 2013
Hard Hat Steakhouse and Grill May 2006 - May 2007
Nill Bros Sporting Goods April 2001 - January 2006
Skills
CPA, GAAP, US GAAP, Auditing, Financial Statements, External Audit, Internal Controls, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Corporate Tax, Income Tax, Tax, Sarbanes-Oxley Act, Internal Audit, Accruals, Managerial Finance, Assurance, Management Consulting, Finance, Sales, Revenue Recognition, Sarbanes-Oxley, Construction Accounting, Nonprofits, QuickBooks, Financial Modeling, SEC filings, Cash Flow, Forensic Accounting, Accounts Payable, Journal Entries, Account Reconciliation, Accounts Receivable, Cost Accounting, General Ledger, Tax Preparation, Payroll
Education
Washburn University 2008 — 2010
BBA, Accounting
Brigham Young University - Idaho 2006 — 2008
Accounting
Johnson County Community College 2001 — 2006
General Transfer
Kansas City Power & Light April 2015 - Present
Westar Energy October 2014 - Present
Westar Energy October 2013 - Present
CBIZ MHM, LLC January 2009 - October 2013
Hard Hat Steakhouse and Grill May 2006 - May 2007
Nill Bros Sporting Goods April 2001 - January 2006
Skills
CPA, GAAP, US GAAP, Auditing, Financial Statements, External Audit, Internal Controls, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Corporate Tax, Income Tax, Tax, Sarbanes-Oxley Act, Internal Audit, Accruals, Managerial Finance, Assurance, Management Consulting, Finance, Sales, Revenue Recognition, Sarbanes-Oxley, Construction Accounting, Nonprofits, QuickBooks, Financial Modeling, SEC filings, Cash Flow, Forensic Accounting, Accounts Payable, Journal Entries, Account Reconciliation, Accounts Receivable, Cost Accounting, General Ledger, Tax Preparation, Payroll
Education
Washburn University 2008 — 2010
BBA, Accounting
Brigham Young University - Idaho 2006 — 2008
Accounting
Johnson County Community College 2001 — 2006
General Transfer
Michael Silvio, CPA Michael Silvio, CPA's CBIZ MHM, LLC Experience 2007 - June 2015
Job Director of Tax Services at Hall & Company CPAs
Industry Accounting
Experience
Hall & Company CPAs June 2015 - Present
CBIZ October 2007 - June 2015
CBIZ MHM, LLC 2007 - June 2015
McGladrey & Pullen January 1990 - October 2007
RSM McGladrey 1990 - 2007
Skills
Research & Development..., Software, Lifesciences, Architecture, Construction, Tax, Manufacturing, Food Manufacturing, Aerospace, Engineering, Tax Accounting, Auditing, Management, CPA, Accounting, Corporate Tax, Forensic Accounting, Tax Law, Finance, GAAP, Tax Research, US GAAP, Tax Preparation, Tax Advisory, Internal Controls, Business Valuation, International Tax, Partnership Taxation, Income Tax, Financial Accounting
Education
California State Polytechnic University-Pomona 1984 — 1989
Bachelor of Science (B.S.), Accounting
Hall & Company CPAs June 2015 - Present
CBIZ October 2007 - June 2015
CBIZ MHM, LLC 2007 - June 2015
McGladrey & Pullen January 1990 - October 2007
RSM McGladrey 1990 - 2007
Skills
Research & Development..., Software, Lifesciences, Architecture, Construction, Tax, Manufacturing, Food Manufacturing, Aerospace, Engineering, Tax Accounting, Auditing, Management, CPA, Accounting, Corporate Tax, Forensic Accounting, Tax Law, Finance, GAAP, Tax Research, US GAAP, Tax Preparation, Tax Advisory, Internal Controls, Business Valuation, International Tax, Partnership Taxation, Income Tax, Financial Accounting
Education
California State Polytechnic University-Pomona 1984 — 1989
Bachelor of Science (B.S.), Accounting
Kevin Meng Pan's CBIZ MHM, LLC Experience August 2015 - Present
Job Tax at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC August 2015 - Present
College CFO September 2014 - July 2015
C A V E V I A February 2013 - May 2015
Hi Performance Cia. Ltda. May 2014 - August 2014
Hi Performance Cia. Ltda. June 2012 - September 2012
Skills
Social Media Marketing, Blogging, Social Media, Management, Analysis, Spanish, English, Financial Modeling, Financial Analysis, Valuation, Financial Accounting, Teamwork
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Business Administration (B.S.B.A.), Finance and Accounting (AICPA Track)
CBIZ MHM, LLC August 2015 - Present
College CFO September 2014 - July 2015
C A V E V I A February 2013 - May 2015
Hi Performance Cia. Ltda. May 2014 - August 2014
Hi Performance Cia. Ltda. June 2012 - September 2012
Skills
Social Media Marketing, Blogging, Social Media, Management, Analysis, Spanish, English, Financial Modeling, Financial Analysis, Valuation, Financial Accounting, Teamwork
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Business Administration (B.S.B.A.), Finance and Accounting (AICPA Track)
Sanford Trado Sanford Trado's CBIZ MHM, LLC Experience July 2005 - November 2006
Job Public Accountant, CPA
Industry Accounting
Experience
True North Accounting & Tax, LLC June 2007 - Present
National College of Business & Technology November 2010 - June 2011
Fortis College October 2007 - December 2010
Brockman,Coats and Gedelian, CPAs November 2006 - May 2007
CBIZ MHM, LLC July 2005 - November 2006
Sherritt and Associates, CPAs August 2001 - May 2005
Reynolds & Rowella, LLP September 1992 - May 2001
Skills
Accounting, Tax, Auditing, Cash Flow, Strategic Planning, Tax Preparation, Income Tax, Bookkeeping, Business Valuation, Financial Reporting, Strategic Financial..., Accounts Payable, Payroll
Education
Bryant University 1980 — 1983
BS in BA, Accounting
True North Accounting & Tax, LLC June 2007 - Present
National College of Business & Technology November 2010 - June 2011
Fortis College October 2007 - December 2010
Brockman,Coats and Gedelian, CPAs November 2006 - May 2007
CBIZ MHM, LLC July 2005 - November 2006
Sherritt and Associates, CPAs August 2001 - May 2005
Reynolds & Rowella, LLP September 1992 - May 2001
Skills
Accounting, Tax, Auditing, Cash Flow, Strategic Planning, Tax Preparation, Income Tax, Bookkeeping, Business Valuation, Financial Reporting, Strategic Financial..., Accounts Payable, Payroll
Education
Bryant University 1980 — 1983
BS in BA, Accounting
Gregg Sagers's CBIZ MHM, LLC Experience August 2014 - December 2014
Job MAcc Student at Idaho State University
Industry Accounting
Experience
Idaho State University August 2015 - Present
Searle Hart & Associates PLLC January 2015 - Present
CBIZ MHM, LLC August 2014 - December 2014
Searle Hart & Associates PLLC January 2013 - April 2013
Skills
Microsoft Office, Accounting, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Access, Tax
Education
Idaho State University 2015 — 2016
Master's degree, Accounting
Brigham Young University - Idaho 2010 — 2014
Bachelor's degree, Accounting
Idaho State University August 2015 - Present
Searle Hart & Associates PLLC January 2015 - Present
CBIZ MHM, LLC August 2014 - December 2014
Searle Hart & Associates PLLC January 2013 - April 2013
Skills
Microsoft Office, Accounting, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Access, Tax
Education
Idaho State University 2015 — 2016
Master's degree, Accounting
Brigham Young University - Idaho 2010 — 2014
Bachelor's degree, Accounting
Katy Benito McIntosh Katy Benito McIntosh's CBIZ MHM, LLC Experience July 2010 - July 2013
Job Assistant Director of Fiscal Management at Vanguard University
Industry Accounting
Experience
Vanguard University April 2014 - Present
Charles Z. Fedak & Company August 2013 - March 2014
CBIZ MHM, LLC July 2010 - July 2013
Skincare by Alana March 2009 - May 2010
Capin Crouse LLP January 2009 - March 2009
Skills
Accounting, Financial Reporting, GAAP, Auditing, Internal Controls, Finance, Financial Statements, Financial Accounting, Nonprofits, SEC filings
Education
Biola University 2006 — 2010
Business Administration Emphasis: Accounting
Vanguard University April 2014 - Present
Charles Z. Fedak & Company August 2013 - March 2014
CBIZ MHM, LLC July 2010 - July 2013
Skincare by Alana March 2009 - May 2010
Capin Crouse LLP January 2009 - March 2009
Skills
Accounting, Financial Reporting, GAAP, Auditing, Internal Controls, Finance, Financial Statements, Financial Accounting, Nonprofits, SEC filings
Education
Biola University 2006 — 2010
Business Administration Emphasis: Accounting
Kyle Holtz Kyle Holtz's CBIZ MHM, LLC Experience July 2015 - Present
Job Tax Associate at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC July 2015 - Present
Christy White Associates February 2015 - July 2015
Sonic Boom Wellness June 2014 - February 2015
San Diego Zoo Global February 2010 - February 2015
Taste of Florence April 2008 - January 2010
Skills
Microsoft Office, Accounting, Budgets, Team Building, Accounts Payable, Accounts Receivable, Strategic Planning, Outlook, Small Business, Customer Service, Customer Satisfaction, Time Management, Administration, Payroll, Inventory Management, Invoicing, Access, Social Networking
Education
Cal State San Marcos 2011 — 2014
Bachelor of Science (BS), Accounting
Palomar College 2008 — 2011
Associate of Arts (A.A.) General, Business Administration and Management, General
CBIZ MHM, LLC July 2015 - Present
Christy White Associates February 2015 - July 2015
Sonic Boom Wellness June 2014 - February 2015
San Diego Zoo Global February 2010 - February 2015
Taste of Florence April 2008 - January 2010
Skills
Microsoft Office, Accounting, Budgets, Team Building, Accounts Payable, Accounts Receivable, Strategic Planning, Outlook, Small Business, Customer Service, Customer Satisfaction, Time Management, Administration, Payroll, Inventory Management, Invoicing, Access, Social Networking
Education
Cal State San Marcos 2011 — 2014
Bachelor of Science (BS), Accounting
Palomar College 2008 — 2011
Associate of Arts (A.A.) General, Business Administration and Management, General
Mark Nichols's CBIZ MHM, LLC Experience January 2007 - July 2011
Job Assurance Partner at PricewaterhouseCoopers LLP
Industry Accounting
Experience
PricewaterhouseCoopers LLP September 2013 - Present
Larson July 2011 - August 2013
CBIZ MHM, LLC January 2007 - July 2011
Pilot Flying J January 2004 - January 2007
PricewaterhouseCoopers LLP August 1995 - January 2004
Skills
Accounting, Internal Controls, Auditing, Financial Reporting, GAAP, SEC filings, Tax, CPA, Financial Accounting, Cash Management, Assurance, US GAAP, Sarbanes-Oxley Act, Financial Modeling, Bookkeeping, Tax Preparation, Internal Audit, Revenue Recognition, Managerial Finance, QuickBooks, Corporate Tax, Financial Analysis, Due Diligence, Income Tax, External Audit, Tax Accounting, Big 4, Financial Statements, SEC Filings
Education
Brigham Young University 1988 — 1995
Master of Accountancy, Accounting
Brigham Young University 1988 — 1995
Bachelors of Science, Accounting
Wasatch High School 1984 — 1988
PricewaterhouseCoopers LLP September 2013 - Present
Larson July 2011 - August 2013
CBIZ MHM, LLC January 2007 - July 2011
Pilot Flying J January 2004 - January 2007
PricewaterhouseCoopers LLP August 1995 - January 2004
Skills
Accounting, Internal Controls, Auditing, Financial Reporting, GAAP, SEC filings, Tax, CPA, Financial Accounting, Cash Management, Assurance, US GAAP, Sarbanes-Oxley Act, Financial Modeling, Bookkeeping, Tax Preparation, Internal Audit, Revenue Recognition, Managerial Finance, QuickBooks, Corporate Tax, Financial Analysis, Due Diligence, Income Tax, External Audit, Tax Accounting, Big 4, Financial Statements, SEC Filings
Education
Brigham Young University 1988 — 1995
Master of Accountancy, Accounting
Brigham Young University 1988 — 1995
Bachelors of Science, Accounting
Wasatch High School 1984 — 1988
Nicole C. Diaz, CPA Nicole C. Diaz, CPA's CBIZ MHM, LLC Experience January 2009 - May 2011
Job Senior Accountant/ Financial Analyst at National Raisin Company
Industry Food Production
Experience
National Raisin Company February 2014 - Present
Olam International January 2012 - February 2014
CBIZ MHM, LLC January 2009 - May 2011
Skills
Financial Accounting, GAAP, CPA, Microsoft Excel, SAP, Mas 90, Financial Analysis, Financial Reporting
Education
California State University, Fresno 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
National Raisin Company February 2014 - Present
Olam International January 2012 - February 2014
CBIZ MHM, LLC January 2009 - May 2011
Skills
Financial Accounting, GAAP, CPA, Microsoft Excel, SAP, Mas 90, Financial Analysis, Financial Reporting
Education
California State University, Fresno 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
Ashley Hardin Ashley Hardin's CBIZ MHM, LLC Experience January 2013 - December 2013
Job Economic Development Coordinator
Industry Nonprofit Organization Management
Experience
Leavenworth County Development Corporation December 2013 - Present
CBIZ MHM, LLC January 2013 - December 2013
TOWER Physical Therapy August 2011 - April 2012
Spring Hill Chamber of Commerce, TN May 2010 - August 2011
Skills
Management Consulting, Strategic Planning, Budgets, Accounting, Consulting, Partnerships, Financial Analysis, Business Development, Leadership, Financial Reporting, Management, Marketing, Proposal Writing, Strategic Communications, Business Planning, Public Speaking, Due Diligence, Event Planning, Grant Writing, Research, Problem Solving
Education
Belmont University 1999 — 2004
Bachelor of Arts (B.A.), English
Leavenworth County Development Corporation December 2013 - Present
CBIZ MHM, LLC January 2013 - December 2013
TOWER Physical Therapy August 2011 - April 2012
Spring Hill Chamber of Commerce, TN May 2010 - August 2011
Skills
Management Consulting, Strategic Planning, Budgets, Accounting, Consulting, Partnerships, Financial Analysis, Business Development, Leadership, Financial Reporting, Management, Marketing, Proposal Writing, Strategic Communications, Business Planning, Public Speaking, Due Diligence, Event Planning, Grant Writing, Research, Problem Solving
Education
Belmont University 1999 — 2004
Bachelor of Arts (B.A.), English
Gloria Berghoefer, CPA Gloria Berghoefer, CPA's CBIZ MHM, LLC Experience April 2007 - October 2013
Job Controller at Atlas Development Corporation
Industry Accounting
Experience
Atlas Development Corporation October 2013 - Present
CBIZ MHM, LLC April 2007 - October 2013
Skills
Accounting, CPA, Internal Controls, US GAAP, GAAP, SEC filings, Tax Preparation, Auditing, Financial Analysis, Financial Reporting, Cost Accounting, Corporate Tax, Corporate Tax Planning, Sarbanes-Oxley Act, Consolidation, Due Diligence, Start-ups, Finance, Revenue Recognition
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science (BS), Business Administration with an emphasis in Accounting
Oxnard High
Atlas Development Corporation October 2013 - Present
CBIZ MHM, LLC April 2007 - October 2013
Skills
Accounting, CPA, Internal Controls, US GAAP, GAAP, SEC filings, Tax Preparation, Auditing, Financial Analysis, Financial Reporting, Cost Accounting, Corporate Tax, Corporate Tax Planning, Sarbanes-Oxley Act, Consolidation, Due Diligence, Start-ups, Finance, Revenue Recognition
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science (BS), Business Administration with an emphasis in Accounting
Oxnard High
David Thomas, CPA's CBIZ MHM, LLC Experience January 2007 - October 2007
Job Tax Manager at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP November 2007 - Present
CBIZ MHM, LLC January 2007 - October 2007
Price Waterhouse Coopers January 2006 - May 2006
Education
Brigham Young University - Idaho 2000 — 2006
Bachelor, Accounting, Economics
Deloitte Tax LLP November 2007 - Present
CBIZ MHM, LLC January 2007 - October 2007
Price Waterhouse Coopers January 2006 - May 2006
Education
Brigham Young University - Idaho 2000 — 2006
Bachelor, Accounting, Economics
Dave McLennan's CBIZ MHM, LLC Experience 2006 - 2007
Job Associate Director of SEC Reporting & Technical Accounting
Industry Biotechnology
Experience
Retrophin April 2015 - Present
Nixon February 2013 - April 2015
BeyondTrust December 2011 - February 2013
REMEC Broadband Wireless April 2010 - December 2011
Deloitte 2007 - 2010
CBIZ MHM, LLC 2006 - 2007
Skills
SEC filings, Revenue Recognition, Auditing, Accounting, GAAP, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Financial Accounting, External Audit, Big 4, Cost Accounting, CPA, General Ledger, Consolidation, Financial Statements, Internal Controls, Fixed Assets, Sarbanes-Oxley, Managerial Finance, Corporate Tax, Financial Modeling, Account Reconciliation, Financial Audits, Forecasting, Internal Audit, SEC Filings
Education
California Polytechnic State University-San Luis Obispo 2003 — 2006
BS, Business Accounting
San Pasqual High School 1998 — 2001
Retrophin April 2015 - Present
Nixon February 2013 - April 2015
BeyondTrust December 2011 - February 2013
REMEC Broadband Wireless April 2010 - December 2011
Deloitte 2007 - 2010
CBIZ MHM, LLC 2006 - 2007
Skills
SEC filings, Revenue Recognition, Auditing, Accounting, GAAP, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Financial Accounting, External Audit, Big 4, Cost Accounting, CPA, General Ledger, Consolidation, Financial Statements, Internal Controls, Fixed Assets, Sarbanes-Oxley, Managerial Finance, Corporate Tax, Financial Modeling, Account Reconciliation, Financial Audits, Forecasting, Internal Audit, SEC Filings
Education
California Polytechnic State University-San Luis Obispo 2003 — 2006
BS, Business Accounting
San Pasqual High School 1998 — 2001
Chris Foutch's CBIZ MHM, LLC Experience January 2012 - April 2012
Job Staff Auditor at Walker & Armstrong LLP
Industry Higher Education
Experience
Walker & Armstrong LLP August 2012 - Present
CBIZ MHM, LLC January 2012 - April 2012
Albertsons May 2009 - November 2010
Skills
Advertising, Access, Photoshop, Microsoft Excel, Accounting, Management, Auditing
Education
Brigham Young University - Idaho 2009 — 2012
BS, Accounting
Walker & Armstrong LLP August 2012 - Present
CBIZ MHM, LLC January 2012 - April 2012
Albertsons May 2009 - November 2010
Skills
Advertising, Access, Photoshop, Microsoft Excel, Accounting, Management, Auditing
Education
Brigham Young University - Idaho 2009 — 2012
BS, Accounting
Steve Regier Steve Regier's CBIZ MHM, LLC Experience February 1990 - April 2013
Job CFO, Multiple entities
Industry Accounting
Experience
Medical Development Management, LLC May 2013 - Present
Kearney Regional Medical Center, LLC May 2013 - Present
Mayer Hoffman McCann P.C. December 2002 - April 2013
CBIZ MHM, LLC February 1990 - April 2013
Robert R. Coe, CPA July 1997 - February 2000
Skills
Forensic Accounting, CPA, Partnership Taxation, Tax, GAAP, Corporate Tax, Income Tax, Accounting, Tax Preparation, Auditing, Not for Profit, Internal Controls, Financial Statements, Financial Reporting, Small Business, Tax Returns, Financial Accounting, Revenue Recognition, Account Reconciliation, Accounts Payable, Accounts Receivable, Cash Flow, Due Diligence, Financial Analysis, General Ledger, Assurance, Budgets, Cost Accounting, Estate Planning, Estate Tax Planning, External Audit, Finance, Financial Audits, Fixed Assets, Internal Audit, Mergers, Payroll, Preparation, QuickBooks, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Financial..., Tax Accounting, Tax Advisory, Tax Research, US GAAP
Education
Bethel College 1986 — 1987
Bachelors of Science, Accounting
The University of Kansas 1985 — 1986
Undergraduate
Butler Community College 1983 — 1985
Associate of Arts, General Studies
Medical Development Management, LLC May 2013 - Present
Kearney Regional Medical Center, LLC May 2013 - Present
Mayer Hoffman McCann P.C. December 2002 - April 2013
CBIZ MHM, LLC February 1990 - April 2013
Robert R. Coe, CPA July 1997 - February 2000
Skills
Forensic Accounting, CPA, Partnership Taxation, Tax, GAAP, Corporate Tax, Income Tax, Accounting, Tax Preparation, Auditing, Not for Profit, Internal Controls, Financial Statements, Financial Reporting, Small Business, Tax Returns, Financial Accounting, Revenue Recognition, Account Reconciliation, Accounts Payable, Accounts Receivable, Cash Flow, Due Diligence, Financial Analysis, General Ledger, Assurance, Budgets, Cost Accounting, Estate Planning, Estate Tax Planning, External Audit, Finance, Financial Audits, Fixed Assets, Internal Audit, Mergers, Payroll, Preparation, QuickBooks, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Financial..., Tax Accounting, Tax Advisory, Tax Research, US GAAP
Education
Bethel College 1986 — 1987
Bachelors of Science, Accounting
The University of Kansas 1985 — 1986
Undergraduate
Butler Community College 1983 — 1985
Associate of Arts, General Studies
Andrew Leith, CPA/ABV's CBIZ MHM, LLC Experience January 2015 - Present
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC August 2013 - January 2015
CBIZ MHM, LLC August 2012 - August 2013
CBIZ MHM, LLC August 2011 - August 2012
CBIZ MHM, LLC May 2011 - August 2011
CBIZ MHM, LLC January 2011 - May 2011
Brigham Young University - Idaho November 2009 - December 2010
Skills
Accounting, Microsoft Excel, Forensic Accounting, Financial Analysis, Auditing, Internal Audit, Leadership, CPA, Internal Controls, Financial Reporting, Financial Accounting, Tax, Microsoft Word
Education
Brigham Young University - Idaho 2005 — 2010
BS, Accounting
Montana State University-Bozeman 2004 — 2005
Architecture
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC August 2013 - January 2015
CBIZ MHM, LLC August 2012 - August 2013
CBIZ MHM, LLC August 2011 - August 2012
CBIZ MHM, LLC May 2011 - August 2011
CBIZ MHM, LLC January 2011 - May 2011
Brigham Young University - Idaho November 2009 - December 2010
Skills
Accounting, Microsoft Excel, Forensic Accounting, Financial Analysis, Auditing, Internal Audit, Leadership, CPA, Internal Controls, Financial Reporting, Financial Accounting, Tax, Microsoft Word
Education
Brigham Young University - Idaho 2005 — 2010
BS, Accounting
Montana State University-Bozeman 2004 — 2005
Architecture
Jeffrey Varsalone Jeffrey Varsalone's CBIZ MHM, LLC Experience March 2014 - Present
Job Experienced Restructuring, Bankruptcy and Insolvency Advisor
Industry Financial Services
Experience
CBIZ MHM, LLC March 2014 - Present
EisnerAmper LLP April 2012 - March 2014
BDO Capital Advisors, LLC December 2010 - March 2012
BDO Consulting, a division of BDO USA, LLP October 2006 - December 2010
Parente Randolph, LLC June 2005 - October 2006
BMC Group 2004 - 2005
Wander & Associates, P.C. 2000 - 2004
Skills
Restructuring, Bankruptcy, Mergers, Corporate Finance, Due Diligence, Valuation, Financial Analysis, Private Equity, Venture Capital, Investment Banking, Creditors' Rights, Financial Advisory, Business Valuation, M, Debt Restructuring, Capital Markets, Turn Around Management, Financial Structuring, Mergers & Acquisitions, Hedge Funds, Corporate Governance, Private Placements, Asset Based Lending, Corporate Law, Securities, Forensic Accounting, Leveraged Finance, LBO, Finance, Investments, Structured Finance, Divestitures, M&A experience, Corporate Development, Litigation Consulting
Education
Saint John's University School of Law 1998 — 2001
Juris Doctor
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
CBIZ MHM, LLC March 2014 - Present
EisnerAmper LLP April 2012 - March 2014
BDO Capital Advisors, LLC December 2010 - March 2012
BDO Consulting, a division of BDO USA, LLP October 2006 - December 2010
Parente Randolph, LLC June 2005 - October 2006
BMC Group 2004 - 2005
Wander & Associates, P.C. 2000 - 2004
Skills
Restructuring, Bankruptcy, Mergers, Corporate Finance, Due Diligence, Valuation, Financial Analysis, Private Equity, Venture Capital, Investment Banking, Creditors' Rights, Financial Advisory, Business Valuation, M, Debt Restructuring, Capital Markets, Turn Around Management, Financial Structuring, Mergers & Acquisitions, Hedge Funds, Corporate Governance, Private Placements, Asset Based Lending, Corporate Law, Securities, Forensic Accounting, Leveraged Finance, LBO, Finance, Investments, Structured Finance, Divestitures, M&A experience, Corporate Development, Litigation Consulting
Education
Saint John's University School of Law 1998 — 2001
Juris Doctor
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Cameron DeWitt Cameron DeWitt's CBIZ MHM, LLC Experience April 2015 - August 2015
Job Lead Internal Auditor at BYUIdaho
Industry Accounting
Experience
BYU-Idaho September 2015 - Present
CBIZ MHM, LLC April 2015 - August 2015
BYU-Idaho November 2014 - April 2015
BYU-Idaho March 2014 - January 2015
Melaleuca:The Wellness Company March 2013 - May 2014
BYU-Idaho March 2013 - March 2014
BYU-Idaho October 2012 - March 2013
Five Buck Pizza September 2012 - October 2012
Landlord Solutions LLC January 2012 - April 2012
Dollar Rent a Car June 2011 - August 2011
Skills
Data Entry, General Labor, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Spanish, Time Management, Leadership, Team Leadership, Teamwork, Public Speaking, Internal Controls, Auditing, Accounting
Education
Brigham Young University - Idaho 2011 — 2015
Bachelor of Science (BS), Accounting
Moses Lake High School
Moses Lake High School
Moses Lake High School
BYU-Idaho September 2015 - Present
CBIZ MHM, LLC April 2015 - August 2015
BYU-Idaho November 2014 - April 2015
BYU-Idaho March 2014 - January 2015
Melaleuca:The Wellness Company March 2013 - May 2014
BYU-Idaho March 2013 - March 2014
BYU-Idaho October 2012 - March 2013
Five Buck Pizza September 2012 - October 2012
Landlord Solutions LLC January 2012 - April 2012
Dollar Rent a Car June 2011 - August 2011
Skills
Data Entry, General Labor, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Spanish, Time Management, Leadership, Team Leadership, Teamwork, Public Speaking, Internal Controls, Auditing, Accounting
Education
Brigham Young University - Idaho 2011 — 2015
Bachelor of Science (BS), Accounting
Moses Lake High School
Moses Lake High School
Moses Lake High School
Stephanie Reaves's CBIZ MHM, LLC Experience July 2014 - Present
Job Natl Webinar and Compliance Specialist at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2014 - Present
AlixaRx December 2012 - July 2014
CVS Pharmacy February 2006 - November 2012
Skills
Webinar Management, Webinar Development, Standards Compliance, Regulatory Compliance, Compliance Management, Statutory Compliances, Data Entry, Customer Service, Training & Development, Employee Training, Pharmacy Technicians, Long-term Care, Retail Sales, Instructional Technology, Reporting & Analysis
Education
University of Missouri-Kansas City 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Benedictine College 2006 — 2010
Bachelor of Arts (BA), History
CBIZ MHM, LLC July 2014 - Present
AlixaRx December 2012 - July 2014
CVS Pharmacy February 2006 - November 2012
Skills
Webinar Management, Webinar Development, Standards Compliance, Regulatory Compliance, Compliance Management, Statutory Compliances, Data Entry, Customer Service, Training & Development, Employee Training, Pharmacy Technicians, Long-term Care, Retail Sales, Instructional Technology, Reporting & Analysis
Education
University of Missouri-Kansas City 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Benedictine College 2006 — 2010
Bachelor of Arts (BA), History
Nicole (Murphy) McNaughton Nicole (Murphy) McNaughton's CBIZ MHM, LLC Experience April 2013 - Present
Job Senior Forensic Accountant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC April 2013 - Present
Professional Accounting Society September 2012 - December 2012
BYU-Hawaii Accounting Department January 2012 - December 2012
Jan Thomas Swim School March 2012 - August 2012
Skills
Accounting, Microsoft Excel, QuickBooks, Tutoring, Business Valuation, SAP, PowerPoint, Access, Microsoft Word, IFRS, Team Leadership, Teamwork, ACL, Problem Solving, Teaching, Financial Reporting, Time Management
Education
New England College 2013 — 2015
Master's of Science, Accounting
Brigham Young University - Hawaii 2011 — 2012
Bachelor of Science (B.S.), Accounting, 3.63/4.0
Fresno City College 2009 — 2011
Associates of Arts, Business Administration, 3.81/4.0
CBIZ MHM, LLC April 2013 - Present
Professional Accounting Society September 2012 - December 2012
BYU-Hawaii Accounting Department January 2012 - December 2012
Jan Thomas Swim School March 2012 - August 2012
Skills
Accounting, Microsoft Excel, QuickBooks, Tutoring, Business Valuation, SAP, PowerPoint, Access, Microsoft Word, IFRS, Team Leadership, Teamwork, ACL, Problem Solving, Teaching, Financial Reporting, Time Management
Education
New England College 2013 — 2015
Master's of Science, Accounting
Brigham Young University - Hawaii 2011 — 2012
Bachelor of Science (B.S.), Accounting, 3.63/4.0
Fresno City College 2009 — 2011
Associates of Arts, Business Administration, 3.81/4.0
Jordan Tucker Jordan Tucker's CBIZ MHM, LLC Experience August 2013 - January 2014
Job Tax Associate at PwC
Industry Accounting
Experience
PwC June 2015 - Present
PwC June 2014 - August 2014
CBIZ MHM, LLC August 2013 - January 2014
BYU-Idaho January 2013 - August 2013
Skills
Teaching, Public Speaking, Research, PowerPoint, Higher Education, Microsoft Excel, Microsoft Office, Microsoft Word, Spanish, Tutoring, Critical Thinking, Editing, Data Analysis, Leadership, Statistics, Teamwork, Customer Service, Data Entry
Education
BYU-Idaho 2011 — 2014
Bachelor's degree, Accounting
Brigham Young University - Idaho 2011 — 2014
Bachelor's degree, Accounting
PwC June 2015 - Present
PwC June 2014 - August 2014
CBIZ MHM, LLC August 2013 - January 2014
BYU-Idaho January 2013 - August 2013
Skills
Teaching, Public Speaking, Research, PowerPoint, Higher Education, Microsoft Excel, Microsoft Office, Microsoft Word, Spanish, Tutoring, Critical Thinking, Editing, Data Analysis, Leadership, Statistics, Teamwork, Customer Service, Data Entry
Education
BYU-Idaho 2011 — 2014
Bachelor's degree, Accounting
Brigham Young University - Idaho 2011 — 2014
Bachelor's degree, Accounting
Alexander Vizcarra's CBIZ MHM, LLC Experience June 2015 - August 2015
Job Accounting Lab Tutor at California State University San Marcos
Industry Accounting
Experience
California State University San Marcos September 2015 - Present
CBIZ MHM, LLC June 2015 - August 2015
CSUSM Accounting Society August 2014 - May 2015
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - April 2015
Pei Wei Asian Diner June 2012 - January 2015
Costco Wholesale October 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Accounting, Accounting, PowerPoint, Restaurants, Time Management, Leadership, Teamwork, Customer Service
Education
California State University-San Marcos 2011 — 2016
Bachelor's Degree, Business Administration, Option in Accountancy
California State University San Marcos September 2015 - Present
CBIZ MHM, LLC June 2015 - August 2015
CSUSM Accounting Society August 2014 - May 2015
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - April 2015
Pei Wei Asian Diner June 2012 - January 2015
Costco Wholesale October 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Accounting, Accounting, PowerPoint, Restaurants, Time Management, Leadership, Teamwork, Customer Service
Education
California State University-San Marcos 2011 — 2016
Bachelor's Degree, Business Administration, Option in Accountancy
George Tuihalangingie George Tuihalangingie's CBIZ MHM, LLC Experience August 2013 - Present
Job Forensic Intern at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2013 - Present
GV & Sons, LLC June 2013 - August 2013
BYU-Hawaii April 2012 - April 2013
Brigham Young University Hawaii April 2012 - November 2012
Brigham Young University Hawaii January 2011 - April 2012
Fransisco Bay Inn June 2010 - December 2010
Skills
Microsoft Excel, Teamwork, QuickBooks, Data Entry, Time Management, Research, English, Auditing, Outlook, Data Analysis, Team Leadership, Accounts Receivable, Accounts Payable, Finance, Bookkeeping, Teaching, Spanish, PeopleSoft, Budgets
Education
Brigham Young University - Hawaii 2011 — 2013
Bachelor's degree, Accounting, 3.55/4.0
Brigham Young University - Hawaii 2011 — 2013
Bachelor of Science (BS), Finance, 3.5/4.0
Laney College 2005 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
CBIZ MHM, LLC August 2013 - Present
GV & Sons, LLC June 2013 - August 2013
BYU-Hawaii April 2012 - April 2013
Brigham Young University Hawaii April 2012 - November 2012
Brigham Young University Hawaii January 2011 - April 2012
Fransisco Bay Inn June 2010 - December 2010
Skills
Microsoft Excel, Teamwork, QuickBooks, Data Entry, Time Management, Research, English, Auditing, Outlook, Data Analysis, Team Leadership, Accounts Receivable, Accounts Payable, Finance, Bookkeeping, Teaching, Spanish, PeopleSoft, Budgets
Education
Brigham Young University - Hawaii 2011 — 2013
Bachelor's degree, Accounting, 3.55/4.0
Brigham Young University - Hawaii 2011 — 2013
Bachelor of Science (BS), Finance, 3.5/4.0
Laney College 2005 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Faba Shaji's CBIZ MHM, LLC Experience August 2014 - Present
Job Supervising Senior at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2014 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Management, Research
Education
Boston University Questrom School of Business 2006 — 2010
BSBA
CBIZ MHM, LLC August 2014 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Management, Research
Education
Boston University Questrom School of Business 2006 — 2010
BSBA
Scott R. Olson, CPA Scott R. Olson, CPA's CBIZ MHM, LLC Experience January 2005 - June 2014
Job International Controller at Skullcandy Inc.
Industry Accounting
Experience
Skullcandy Inc. June 2014 - Present
CBIZ MHM, LLC January 2005 - June 2014
Brigham Young University Hawaii August 2002 - August 2005
Skills
Accounting, Tax Returns, High Net Worth..., Tax, GAAP, Auditing, Internal Controls, Tax Preparation, S Corporations, Forensic Accounting, Business Valuation, Corporate Tax, CPA, SEC filings, Tax Research, US GAAP
Education
University of Utah - David Eccles School of Business 2007 — 2009
Masters of Accounting, Accounting
Brigham Young University - Hawaii 2002 — 2005
B.S., Accounting
Skullcandy Inc. June 2014 - Present
CBIZ MHM, LLC January 2005 - June 2014
Brigham Young University Hawaii August 2002 - August 2005
Skills
Accounting, Tax Returns, High Net Worth..., Tax, GAAP, Auditing, Internal Controls, Tax Preparation, S Corporations, Forensic Accounting, Business Valuation, Corporate Tax, CPA, SEC filings, Tax Research, US GAAP
Education
University of Utah - David Eccles School of Business 2007 — 2009
Masters of Accounting, Accounting
Brigham Young University - Hawaii 2002 — 2005
B.S., Accounting
Stephen Hillmer Stephen Hillmer's CBIZ MHM, LLC Experience September 2015 - Present
Job Manager at Demetrius Berkower LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2015 - Present
Demetruis Berkower LLC February 2004 - September 2015
Carr, Daley, Sullivan & Weir, CP September 2001 - February 2004
The Great Atlantic & Pacific Tea Company October 2000 - August 2001
The Videre Group, LLP 1997 - 2000
Skills
Tax, Accounting, Auditing, Financial Reporting, Financial Accounting, Internal Controls, Bookkeeping, GAAP, External Audit, General Ledger, Account Reconciliation, Assurance, Financial Analysis, US GAAP, Corporate Tax, Tax Returns, Tax Accounting, CPA, Tax Preparation, Income Tax, Revenue Recognition, Sarbanes-Oxley, SEC filings, Tax Research, SEC Filings, Sarbanes-Oxley Act
Education
Montclair State University 1989 — 1992
Bachelor of Science (BS), Accounting
Bergen Community College 1987 — 1989
Associate of Science (A.S.), Business Administration and Management, General
Passaic Valley High School
CBIZ MHM, LLC September 2015 - Present
Demetruis Berkower LLC February 2004 - September 2015
Carr, Daley, Sullivan & Weir, CP September 2001 - February 2004
The Great Atlantic & Pacific Tea Company October 2000 - August 2001
The Videre Group, LLP 1997 - 2000
Skills
Tax, Accounting, Auditing, Financial Reporting, Financial Accounting, Internal Controls, Bookkeeping, GAAP, External Audit, General Ledger, Account Reconciliation, Assurance, Financial Analysis, US GAAP, Corporate Tax, Tax Returns, Tax Accounting, CPA, Tax Preparation, Income Tax, Revenue Recognition, Sarbanes-Oxley, SEC filings, Tax Research, SEC Filings, Sarbanes-Oxley Act
Education
Montclair State University 1989 — 1992
Bachelor of Science (BS), Accounting
Bergen Community College 1987 — 1989
Associate of Science (A.S.), Business Administration and Management, General
Passaic Valley High School
Daniel Schwendiman's CBIZ MHM, LLC Experience April 2008 - April 2009
Job Portfolio Controller at Peak Living
Industry Accounting
Experience
Peak Living May 2015 - Present
Cottonwood Residential July 2011 - April 2015
The Accend Group, Inc. June 2010 - December 2011
Korea Technology Industry America, Inc. April 2009 - March 2010
CBIZ MHM, LLC April 2008 - April 2009
Edgewood Builders, Inc. April 2006 - April 2008
CBIZ MHM, LLC April 2004 - April 2006
Deloitte June 2000 - April 2004
Skills
Finance, GAAP, Due Diligence, Business Development, Internal Controls, Financial Modeling, Management, Budgets, Financial Analysis, Microsoft Excel, Financial Reporting, US GAAP, Financial Accounting, SEC filings, Microsoft Word, Public Speaking, QuickBooks, Microsoft Office, Revenue Recognition, Project Management, Risk Management, Yardi, PowerPoint, Budgeting, Writing, Accounting, Auditing, Start-ups, Financial Statements, Strategic Planning, Mergers & Acquisitions, Tax, Consulting, Entrepreneurship, General Ledger, Leadership, Financial Audits, Account Reconciliation, Real Estate, Forecasting, Corporate Finance, Cash Flow, Management Consulting, Team Building, Financial Planning, Managerial Finance, Executive Management
Education
Brigham Young University - Marriott School of Management 1998 — 2002
Bachelor's degree, Accounting
Brigham Young University - Idaho 1998 — 1998
Associates, Business Management / Economics
Keller Graduate School of Management of DeVry University
Master's degree, Accounting and Financial Management
Peak Living May 2015 - Present
Cottonwood Residential July 2011 - April 2015
The Accend Group, Inc. June 2010 - December 2011
Korea Technology Industry America, Inc. April 2009 - March 2010
CBIZ MHM, LLC April 2008 - April 2009
Edgewood Builders, Inc. April 2006 - April 2008
CBIZ MHM, LLC April 2004 - April 2006
Deloitte June 2000 - April 2004
Skills
Finance, GAAP, Due Diligence, Business Development, Internal Controls, Financial Modeling, Management, Budgets, Financial Analysis, Microsoft Excel, Financial Reporting, US GAAP, Financial Accounting, SEC filings, Microsoft Word, Public Speaking, QuickBooks, Microsoft Office, Revenue Recognition, Project Management, Risk Management, Yardi, PowerPoint, Budgeting, Writing, Accounting, Auditing, Start-ups, Financial Statements, Strategic Planning, Mergers & Acquisitions, Tax, Consulting, Entrepreneurship, General Ledger, Leadership, Financial Audits, Account Reconciliation, Real Estate, Forecasting, Corporate Finance, Cash Flow, Management Consulting, Team Building, Financial Planning, Managerial Finance, Executive Management
Education
Brigham Young University - Marriott School of Management 1998 — 2002
Bachelor's degree, Accounting
Brigham Young University - Idaho 1998 — 1998
Associates, Business Management / Economics
Keller Graduate School of Management of DeVry University
Master's degree, Accounting and Financial Management
Carin Delos Santos Carin Delos Santos's CBIZ MHM, LLC Experience April 2007 - April 2012
Job Department Secretary Army ROTC at BYU
Industry Higher Education
Experience
BYU May 2013 - Present
BYU Army ROTC April 2012 - May 2013
CBIZ MHM, LLC April 2007 - April 2012
Skills
Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Spreadsheets, Public Speaking, Customer Service, Leadership, Event Planning, Research, Social Media, Time Management, Teaching, Teamwork, Editing
Education
Brigham Young University 2012 — 2015
Bachelor's Degree, Geography, Travel & Tourism
LDS Business College 2008 — 2010
AAS, General Studies
BYU-Idaho 2006 — 2006
BYU May 2013 - Present
BYU Army ROTC April 2012 - May 2013
CBIZ MHM, LLC April 2007 - April 2012
Skills
Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Spreadsheets, Public Speaking, Customer Service, Leadership, Event Planning, Research, Social Media, Time Management, Teaching, Teamwork, Editing
Education
Brigham Young University 2012 — 2015
Bachelor's Degree, Geography, Travel & Tourism
LDS Business College 2008 — 2010
AAS, General Studies
BYU-Idaho 2006 — 2006
M. Stephen Ellis's CBIZ MHM, LLC Experience June 2015 - Present
Job Associate CBIZ MHM, LLC
Industry Banking
Experience
CBIZ MHM, LLC June 2015 - Present
Magna Bank January 2014 - July 2015
Aerotek March 2013 - January 2014
Follett Higher Education Group February 2010 - January 2013
MidSouth Bank (Murfreesboro, TN) February 2007 - February 2010
Skills
Recruiting, Temporary Placement, Staffing Services, Sales, Customer Service, Visual Merchandising, Inventory Management, Cold Calling, Hiring, Microsoft Office, Applicant Tracking..., Outlook, Data Entry, Microsoft Excel, PowerPoint, Training, Retail, Store Management, Merchandising, Talent Acquisition, Team Building, Sourcing, Interviews, Onboarding, Loss Prevention, Employee Training, Income Statement, Building Relationships, Coaching, Retail Sales, Facebook, Microsoft Word, Management, Inventory Control, Employee Relations, Time Management, College Recruiting, Leadership, Human Resources, Customer Retention, Payroll, Customer Satisfaction, Account Management, Performance Management, New Hire Orientations, Internet Recruiting, Technical Recruiting, Temporary Staffing, Screening Resumes, Employee Benefits
Education
Belhaven University 2015 — 2015
Certificate/Accounting, Accounting
Middle Tennessee State University 2004 — 2008
Bachelor's Degree, Business Administration, Economics and Finance
Itawama Community College 2002 — 2004
General Studies
Amory High School 1998 — 2002
High School Diploma, General Studies
CBIZ MHM, LLC June 2015 - Present
Magna Bank January 2014 - July 2015
Aerotek March 2013 - January 2014
Follett Higher Education Group February 2010 - January 2013
MidSouth Bank (Murfreesboro, TN) February 2007 - February 2010
Skills
Recruiting, Temporary Placement, Staffing Services, Sales, Customer Service, Visual Merchandising, Inventory Management, Cold Calling, Hiring, Microsoft Office, Applicant Tracking..., Outlook, Data Entry, Microsoft Excel, PowerPoint, Training, Retail, Store Management, Merchandising, Talent Acquisition, Team Building, Sourcing, Interviews, Onboarding, Loss Prevention, Employee Training, Income Statement, Building Relationships, Coaching, Retail Sales, Facebook, Microsoft Word, Management, Inventory Control, Employee Relations, Time Management, College Recruiting, Leadership, Human Resources, Customer Retention, Payroll, Customer Satisfaction, Account Management, Performance Management, New Hire Orientations, Internet Recruiting, Technical Recruiting, Temporary Staffing, Screening Resumes, Employee Benefits
Education
Belhaven University 2015 — 2015
Certificate/Accounting, Accounting
Middle Tennessee State University 2004 — 2008
Bachelor's Degree, Business Administration, Economics and Finance
Itawama Community College 2002 — 2004
General Studies
Amory High School 1998 — 2002
High School Diploma, General Studies
Veronica Quintana, CPA Veronica Quintana, CPA's CBIZ MHM, LLC Experience January 2015 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC January 1996 - Present
Skills
Fluent in Spanish, GAAP, CPA, US GAAP, Tax, Corporate Tax, Revenue Recognition, Tax Research, Income Tax, Financial Accounting, Tax Preparation, SEC filings, General Ledger, Tax Accounting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Statements, Forensic Accounting, Accounting, Tax Returns, Assurance, Auditing, Financial Analysis, Management, Finance, Small Business
Education
California Polytechnic State University-San Luis Obispo 1993 — 1995
Bachelors, Business Administration, Concentration in Accounting
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC January 1996 - Present
Skills
Fluent in Spanish, GAAP, CPA, US GAAP, Tax, Corporate Tax, Revenue Recognition, Tax Research, Income Tax, Financial Accounting, Tax Preparation, SEC filings, General Ledger, Tax Accounting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Statements, Forensic Accounting, Accounting, Tax Returns, Assurance, Auditing, Financial Analysis, Management, Finance, Small Business
Education
California Polytechnic State University-San Luis Obispo 1993 — 1995
Bachelors, Business Administration, Concentration in Accounting
Minsang Park Minsang Park's CBIZ MHM, LLC Experience May 2014 - July 2015
Job Associate 2 at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC May 2014 - July 2015
CBIZ MHM, LLC May 2013 - August 2013
RPM Revenue Drivers, LLC January 2012 - April 2012
BYU-Idaho May 2010 - September 2011
BYU-Idaho September 2010 - April 2011
Skills
Accounting, Data Analysis, Tax Preparation, Statistics, Excel, Word, Microsoft Office, Forecasting, Financial Analysis, Financial Reporting, English, Teamwork, Analysis, Research, Windows, Financial Accounting, Team Leadership, Supply Chain, Problem Solving, SPSS, Economics, Teaching, Tax, Account Management, Integrity, Microsoft Excel, Microsoft Word, Hardwork, PowerPoint, Critical Thinking, Management
Education
Brigham Young University - Idaho 2010 — 2014
Bachelor of Science, Accounting, 3.86
CBIZ MHM, LLC May 2014 - July 2015
CBIZ MHM, LLC May 2013 - August 2013
RPM Revenue Drivers, LLC January 2012 - April 2012
BYU-Idaho May 2010 - September 2011
BYU-Idaho September 2010 - April 2011
Skills
Accounting, Data Analysis, Tax Preparation, Statistics, Excel, Word, Microsoft Office, Forecasting, Financial Analysis, Financial Reporting, English, Teamwork, Analysis, Research, Windows, Financial Accounting, Team Leadership, Supply Chain, Problem Solving, SPSS, Economics, Teaching, Tax, Account Management, Integrity, Microsoft Excel, Microsoft Word, Hardwork, PowerPoint, Critical Thinking, Management
Education
Brigham Young University - Idaho 2010 — 2014
Bachelor of Science, Accounting, 3.86
Ashley Baker, CPA Ashley Baker, CPA's CBIZ MHM, LLC Experience July 2007 - Present
Job Audit Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2007 - Present
Skills
Auditing, Financial Reporting, US GAAP, Internal Controls, CPA, ERISA, Financial Accounting, SEC Financial Reporting, Revenue Recognition, Cost Accounting, Financial Statements, Sarbanes-Oxley Act, External Audit, SEC filings, Assurance, SEC Filings
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration - Concentration: Accounting
CBIZ MHM, LLC July 2007 - Present
Skills
Auditing, Financial Reporting, US GAAP, Internal Controls, CPA, ERISA, Financial Accounting, SEC Financial Reporting, Revenue Recognition, Cost Accounting, Financial Statements, Sarbanes-Oxley Act, External Audit, SEC filings, Assurance, SEC Filings
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration - Concentration: Accounting
Kyle Robbins, CPA Kyle Robbins, CPA's CBIZ MHM, LLC Experience May 2010 - September 2013
Job Audit Manager at Larson, Certified Public Accountants
Industry Accounting
Experience
Larson, Certified Public Accountants September 2013 - Present
CBIZ MHM, LLC May 2010 - September 2013
Mayer Hoffman McCann P.C. May 2010 - September 2013
CBIZ MHM, LLC January 2009 - March 2009
Downeast Outfitters May 2007 - December 2008
Skills
Financial Reporting, Auditing, Audit, Excel, Accounting, Bookkeeping, Word, PowerPoint, Microsoft Office, Assurance, Spanish, Budgets, Finance, Microsoft Excel, CPA, GAAP, Account Reconciliation, US GAAP, SEC filings, Financial Accounting, Microsoft Word
Education
Brigham Young University 2003 — 2010
BS, MAcc, Accounting
Larson, Certified Public Accountants September 2013 - Present
CBIZ MHM, LLC May 2010 - September 2013
Mayer Hoffman McCann P.C. May 2010 - September 2013
CBIZ MHM, LLC January 2009 - March 2009
Downeast Outfitters May 2007 - December 2008
Skills
Financial Reporting, Auditing, Audit, Excel, Accounting, Bookkeeping, Word, PowerPoint, Microsoft Office, Assurance, Spanish, Budgets, Finance, Microsoft Excel, CPA, GAAP, Account Reconciliation, US GAAP, SEC filings, Financial Accounting, Microsoft Word
Education
Brigham Young University 2003 — 2010
BS, MAcc, Accounting
Trenten Kammerman's CBIZ MHM, LLC Experience January 2014 - April 2014
Job BYUIdaho Accounting Student (Senior)
Industry Accounting
Experience
Army National Guard February 2008 - Present
CBIZ MHM, LLC January 2014 - April 2014
BYU-Idaho May 2012 - October 2013
The Church of Jesus Christ of Latter-day Saints March 2011 - November 2011
The Church of Jesus Christ of Latter-day Saints December 2009 - November 2011
Skills
Leadership, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Training, Microsoft Excel, Accounting, Time Management, Spanish, Critical Thinking, Teamwork, Tutoring, Statistics, Budgets, Social Media, Research, Financial Accounting, Teaching, Marketing, Budget Analysis, Coaching, Strategic Planning, Computer Networking, Cisco Networking, VBA, Microsoft Access
Education
Brigham Young University - Idaho 2009 — 2015
Bachelor of Science (B.S.), Accounting, Cumulative GPA: 3.766 Accounting GPA: 3.806
Financial Peace University (Dave Ramsey) 2013 — 2013
FPU Graduate, Personal Finance
Army National Guard February 2008 - Present
CBIZ MHM, LLC January 2014 - April 2014
BYU-Idaho May 2012 - October 2013
The Church of Jesus Christ of Latter-day Saints March 2011 - November 2011
The Church of Jesus Christ of Latter-day Saints December 2009 - November 2011
Skills
Leadership, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Training, Microsoft Excel, Accounting, Time Management, Spanish, Critical Thinking, Teamwork, Tutoring, Statistics, Budgets, Social Media, Research, Financial Accounting, Teaching, Marketing, Budget Analysis, Coaching, Strategic Planning, Computer Networking, Cisco Networking, VBA, Microsoft Access
Education
Brigham Young University - Idaho 2009 — 2015
Bachelor of Science (B.S.), Accounting, Cumulative GPA: 3.766 Accounting GPA: 3.806
Financial Peace University (Dave Ramsey) 2013 — 2013
FPU Graduate, Personal Finance
Emerson Go, CPA Emerson Go, CPA's CBIZ MHM, LLC Experience January 2009 - January 2013
Job Tax Manager at Brown Armstrong Accountancy Corporation
Industry Accounting
Experience
Brown Armstrong Accountancy Corporation January 2015 - Present
Brown Armstrong Accountancy Corporation January 2013 - January 2015
CBIZ MHM, LLC January 2009 - January 2013
Polynesian Cultural Center January 2006 - December 2008
Brigham Young University Hawaii 2005 - 2008
Skills
Auditing, Accounting, GAAP, Financial Accounting, Tax, Financial Reporting, US GAAP, Microsoft Office, Partnership Taxation, Corporate Taxation, Individual Taxation, Tax Planning and..., Bookkeeping, Cost Accounting, Tax Research, Tax Returns, Customer Service, Forensic Accounting, PowerPoint, ProSystem fx Tax, Strategic Financial...
Education
Brigham Young University - Hawaii 2005 — 2008
Bachelor, Accounting and Business/Management
Brown Armstrong Accountancy Corporation January 2015 - Present
Brown Armstrong Accountancy Corporation January 2013 - January 2015
CBIZ MHM, LLC January 2009 - January 2013
Polynesian Cultural Center January 2006 - December 2008
Brigham Young University Hawaii 2005 - 2008
Skills
Auditing, Accounting, GAAP, Financial Accounting, Tax, Financial Reporting, US GAAP, Microsoft Office, Partnership Taxation, Corporate Taxation, Individual Taxation, Tax Planning and..., Bookkeeping, Cost Accounting, Tax Research, Tax Returns, Customer Service, Forensic Accounting, PowerPoint, ProSystem fx Tax, Strategic Financial...
Education
Brigham Young University - Hawaii 2005 — 2008
Bachelor, Accounting and Business/Management
David Moshashvili, CPA David Moshashvili, CPA's CBIZ MHM, LLC Experience 2004 - April 2015
Job Partner at KMR LLP
Industry Accounting
Experience
KMR LLP May 2015 - Present
Contemporary Credit Club September 2011 - Present
CBIZ MHM, LLC 2004 - April 2015
PricewaterhouseCoopers September 2003 - October 2004
Skills
Auditing, Due Diligence, Budgets, Accounting, SEC filings, Financial Reporting, Financial Analysis, US GAAP, CPA, Financial Forecasting, Forecasting, Accounts Receivable, Account Reconciliation, Private Equity, Financial Statements, Revenue Recognition, Corporate Finance, Internal Controls, Finance, General Ledger, GAAP, Financial Accounting, Mergers, Income Tax, Financial Audits, Cash Flow, Variance Analysis, Tax, Sarbanes-Oxley Act, Forensic Accounting, Mergers & Acquisitions, SEC Filings
Education
Binghamton University 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
Binghamton University - School of Management 1999 — 2003
Bachelor of Science, Accounting and Minor in Economics
KMR LLP May 2015 - Present
Contemporary Credit Club September 2011 - Present
CBIZ MHM, LLC 2004 - April 2015
PricewaterhouseCoopers September 2003 - October 2004
Skills
Auditing, Due Diligence, Budgets, Accounting, SEC filings, Financial Reporting, Financial Analysis, US GAAP, CPA, Financial Forecasting, Forecasting, Accounts Receivable, Account Reconciliation, Private Equity, Financial Statements, Revenue Recognition, Corporate Finance, Internal Controls, Finance, General Ledger, GAAP, Financial Accounting, Mergers, Income Tax, Financial Audits, Cash Flow, Variance Analysis, Tax, Sarbanes-Oxley Act, Forensic Accounting, Mergers & Acquisitions, SEC Filings
Education
Binghamton University 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
Binghamton University - School of Management 1999 — 2003
Bachelor of Science, Accounting and Minor in Economics
Jesse Sparks, CPA's CBIZ MHM, LLC Experience May 2010 - August 2010
Job Assistant Controller at Enterprise Holdings
Industry Leisure, Travel & Tourism
Experience
Enterprise Holdings July 2014 - Present
Enterprise Holdings January 2013 - July 2014
Enterprise Holdings July 2011 - January 2013
Enterprise Holdings September 2010 - July 2011
CBIZ MHM, LLC May 2010 - August 2010
Skills
US GAAP, IFRS, PeopleSoft, Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Microsoft Excel, QuickBooks, Financial Analysis, GAAP, Financial Statements, Auditing, Analysis, Finance
Education
Brigham Young University - Hawaii 2007 — 2010
B.S., Accounting
Enterprise Holdings July 2014 - Present
Enterprise Holdings January 2013 - July 2014
Enterprise Holdings July 2011 - January 2013
Enterprise Holdings September 2010 - July 2011
CBIZ MHM, LLC May 2010 - August 2010
Skills
US GAAP, IFRS, PeopleSoft, Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Microsoft Excel, QuickBooks, Financial Analysis, GAAP, Financial Statements, Auditing, Analysis, Finance
Education
Brigham Young University - Hawaii 2007 — 2010
B.S., Accounting
Stephanie Wuerz, CPA Stephanie Wuerz, CPA's CBIZ MHM, LLC Experience August 2013 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2013 - Present
CBIZ MHM, LLC January 2012 - August 2013
William O'Neil + Co. October 2006 - June 2010
Education
California State University-Fresno 2010 — 2011
MBA, Accounting
University of California, San Diego 2002 — 2006
Bachelor of Science, Management Science
CBIZ MHM, LLC August 2013 - Present
CBIZ MHM, LLC January 2012 - August 2013
William O'Neil + Co. October 2006 - June 2010
Education
California State University-Fresno 2010 — 2011
MBA, Accounting
University of California, San Diego 2002 — 2006
Bachelor of Science, Management Science
Patrick Freise, CPA, CFE Patrick Freise, CPA, CFE's CBIZ MHM, LLC Experience January 2013 - Present
Job Senior Audit Associate
Industry Accounting
Experience
CBIZ MHM, LLC January 2013 - Present
CSG Partners, LLC May 2011 - August 2011
Skills
Auditing, Accounting, Financial Accounting, Microsoft Excel, US GAAP, PowerPoint, Financial Analysis, Financial Statements, Excel, Word, Microsoft Office, Market Research, Teamwork, CPA, Financial Reporting, QuickBooks, Due Diligence, Access, Outlook, Research, Problem Solving, External Audit, Assurance, Financial Audits, Pivot Tables, GAAP, Internal Controls, Caseware Idea, General Ledger
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Science (MS), Accounting
SUNY Binghamton 2006 — 2010
Bachelor of Science (BS), Financial Economics
CBIZ MHM, LLC January 2013 - Present
CSG Partners, LLC May 2011 - August 2011
Skills
Auditing, Accounting, Financial Accounting, Microsoft Excel, US GAAP, PowerPoint, Financial Analysis, Financial Statements, Excel, Word, Microsoft Office, Market Research, Teamwork, CPA, Financial Reporting, QuickBooks, Due Diligence, Access, Outlook, Research, Problem Solving, External Audit, Assurance, Financial Audits, Pivot Tables, GAAP, Internal Controls, Caseware Idea, General Ledger
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Science (MS), Accounting
SUNY Binghamton 2006 — 2010
Bachelor of Science (BS), Financial Economics
David LeBaron David LeBaron's CBIZ MHM, LLC Experience August 2012 - October 2013
Job Staff Accountant at Brown Armstrong Accountancy Corporation
Industry Accounting
Experience
Brown Armstrong Accountancy Corporation October 2013 - Present
CBIZ MHM, LLC August 2012 - October 2013
CBIZ MHM, LLC May 2012 - August 2012
Skills
Accounting, Microsoft Office, PowerPoint, Financial Reporting, Financial Analysis, Microsoft Word, Financial Accounting, Microsoft Excel, Auditing
Education
Brigham Young University - Hawaii 2008 — 2012
Bachelor of Science, Accounting
Bartlett High School, Anchorage AK 2000 — 2004
Brown Armstrong Accountancy Corporation October 2013 - Present
CBIZ MHM, LLC August 2012 - October 2013
CBIZ MHM, LLC May 2012 - August 2012
Skills
Accounting, Microsoft Office, PowerPoint, Financial Reporting, Financial Analysis, Microsoft Word, Financial Accounting, Microsoft Excel, Auditing
Education
Brigham Young University - Hawaii 2008 — 2012
Bachelor of Science, Accounting
Bartlett High School, Anchorage AK 2000 — 2004
Shawn Gillis's CBIZ MHM, LLC Experience December 2014 - Present
Job Tax & Audit Associate
Industry Accounting
Experience
CBIZ MHM, LLC December 2014 - Present
Accounting Association May 2014 - December 2014
Simi Valley Unified School District 2002 - December 2014
Becker CPA review June 2013 - August 2014
Volunteer Income Tax Assistance Program December 2013 - April 2014
Skills
Microsoft Word, Microsoft Excel, People Skills, Teamwork, Leadership, Problem Solving, Possess strong..., Financial Accounting, Customer Service, Accounting, Microsoft Office, PowerPoint, Social Media, Team Building, Public Speaking, Research, Event Planning, Time Management
Education
California Lutheran University 2012 — 2014
Bachelor of Science (BS), Accounting
Moorpark College 2002 — 2012
Associate of Arts (AA), Behavioral Science Emphasis
CBIZ MHM, LLC December 2014 - Present
Accounting Association May 2014 - December 2014
Simi Valley Unified School District 2002 - December 2014
Becker CPA review June 2013 - August 2014
Volunteer Income Tax Assistance Program December 2013 - April 2014
Skills
Microsoft Word, Microsoft Excel, People Skills, Teamwork, Leadership, Problem Solving, Possess strong..., Financial Accounting, Customer Service, Accounting, Microsoft Office, PowerPoint, Social Media, Team Building, Public Speaking, Research, Event Planning, Time Management
Education
California Lutheran University 2012 — 2014
Bachelor of Science (BS), Accounting
Moorpark College 2002 — 2012
Associate of Arts (AA), Behavioral Science Emphasis
Meredith Hatai Meredith Hatai's CBIZ MHM, LLC Experience August 2014 - December 2014
Job Accountant
Industry Accounting
Experience
Borchardt, Corona & Faeth January 2015 - May 2015
CBIZ MHM, LLC August 2014 - December 2014
United Way of Fresno County February 2013 - April 2013
Better Business Bureau serving Central California June 2012 - October 2012
Skills
Accounts Payable, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Teamwork, Bookkeeping, Leadership, Financial Reporting, Tax, Auditing
Education
California State University-Fresno 2011 — 2014
Bachelor of Science (BS), Business Administration/Accountancy
Borchardt, Corona & Faeth January 2015 - May 2015
CBIZ MHM, LLC August 2014 - December 2014
United Way of Fresno County February 2013 - April 2013
Better Business Bureau serving Central California June 2012 - October 2012
Skills
Accounts Payable, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Teamwork, Bookkeeping, Leadership, Financial Reporting, Tax, Auditing
Education
California State University-Fresno 2011 — 2014
Bachelor of Science (BS), Business Administration/Accountancy
Matthew Werle Matthew Werle's CBIZ MHM, LLC Experience July 2000 - June 2014
Job Tax Senior at Foelgner, Ronz & Straw P.A.
Industry Accounting
Experience
FRSCPA, PLLC June 2014 - Present
CBIZ MHM, LLC July 2000 - June 2014
Wilson, Reyes, & Associates July 1997 - June 2000
Adam's Mark Corporation 1996 - 1997
Skills
Corporate Tax, Income Tax, Tax Research, QuickBooks, GAAP, US GAAP, Tax Accounting, Tax Preparation, Tax, ProSystem fx Tax, Internal Controls, Forensic Accounting, Accounting, Auditing, External Audit, Financial Reporting, Tax Returns
Education
Belmont Abbey College 1992 — 1997
Bachelor of Arts, Accounting
Cardinal Gibbons High School 1988 — 1992
FRSCPA, PLLC June 2014 - Present
CBIZ MHM, LLC July 2000 - June 2014
Wilson, Reyes, & Associates July 1997 - June 2000
Adam's Mark Corporation 1996 - 1997
Skills
Corporate Tax, Income Tax, Tax Research, QuickBooks, GAAP, US GAAP, Tax Accounting, Tax Preparation, Tax, ProSystem fx Tax, Internal Controls, Forensic Accounting, Accounting, Auditing, External Audit, Financial Reporting, Tax Returns
Education
Belmont Abbey College 1992 — 1997
Bachelor of Arts, Accounting
Cardinal Gibbons High School 1988 — 1992
Holly Spriggs Holly Spriggs's CBIZ MHM, LLC Experience January 2013 - Present
Job
Industry Accounting
Experience
CBIZ MHM, LLC January 2013 - Present
Cal State San Marcos August 2012 - December 2012
Skills
Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, Fixed Assets, Financial Reporting, General Ledger, Analytics, Auditing, US GAAP, External Audit, Internal Controls, Accounts Receivable, Account Reconciliation, Revenue Recognition, Financial Accounting, Financial Statements, Bookkeeping, Accounts Payable
Education
California State University-San Marcos 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Palomar College
CBIZ MHM, LLC January 2013 - Present
Cal State San Marcos August 2012 - December 2012
Skills
Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, Fixed Assets, Financial Reporting, General Ledger, Analytics, Auditing, US GAAP, External Audit, Internal Controls, Accounts Receivable, Account Reconciliation, Revenue Recognition, Financial Accounting, Financial Statements, Bookkeeping, Accounts Payable
Education
California State University-San Marcos 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Palomar College
Christine Petrilla, CPA's CBIZ MHM, LLC Experience August 2015 - Present
Job Audit Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC October 2010 - Present
CBIZ October 2007 - October 2010
Coventry First 2005 - 2007
Brinker Capital October 2003 - February 2005
Skills
Accounting, Tax, Auditing, Financial Reporting, GAAP, Financial Analysis, Tax Preparation, US GAAP, Tax Research, Sarbanes-Oxley Act, QuickBooks, Corporate Tax, Partnership Taxation, Non-profits, Compilation Of..., Reviews, External Audit, Nonprofits, Account Reconciliation, Assurance, Bank Reconciliation, CPA, Financial Accounting, Financial Statements, Fixed Assets, Forensic Accounting, General Ledger, GoSystems, Income Tax, Internal Controls, Journal Entries, ProSystem fx Tax, Revenue Recognition, Tax Accounting, Tax Returns
Education
Cabrini College 2001 — 2005
BS, Accounting, Finance
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC October 2010 - Present
CBIZ October 2007 - October 2010
Coventry First 2005 - 2007
Brinker Capital October 2003 - February 2005
Skills
Accounting, Tax, Auditing, Financial Reporting, GAAP, Financial Analysis, Tax Preparation, US GAAP, Tax Research, Sarbanes-Oxley Act, QuickBooks, Corporate Tax, Partnership Taxation, Non-profits, Compilation Of..., Reviews, External Audit, Nonprofits, Account Reconciliation, Assurance, Bank Reconciliation, CPA, Financial Accounting, Financial Statements, Fixed Assets, Forensic Accounting, General Ledger, GoSystems, Income Tax, Internal Controls, Journal Entries, ProSystem fx Tax, Revenue Recognition, Tax Accounting, Tax Returns
Education
Cabrini College 2001 — 2005
BS, Accounting, Finance
Gwynne Glavicic's CBIZ MHM, LLC Experience November 1998 - May 2009
Job Principal at Frost & Company, P.S.
Industry Accounting
Experience
Frost & Company, P.S. January 2011 - Present
CBIZ MHM, LLC November 1998 - May 2009
Mayer Hoffman McCann P.C. November 1998 - May 2009
Poppe, Taylor & Clark, CPAs August 1994 - November 1998
Glenn Burdette November 1986 - June 1994
Skills
Income Tax, Tax Accounting, Tax, Tax Preparation, Tax Research, Partnership Taxation, Corporate Tax, Due Diligence, Tax Returns, Mergers, CPA, Tax Advisory, High Net Worth...
Education
Cal Poly San Luis Obispo 1980 — 1989
BS, Accounting
Morro Bay High School 1977 — 1980
Frost & Company, P.S. January 2011 - Present
CBIZ MHM, LLC November 1998 - May 2009
Mayer Hoffman McCann P.C. November 1998 - May 2009
Poppe, Taylor & Clark, CPAs August 1994 - November 1998
Glenn Burdette November 1986 - June 1994
Skills
Income Tax, Tax Accounting, Tax, Tax Preparation, Tax Research, Partnership Taxation, Corporate Tax, Due Diligence, Tax Returns, Mergers, CPA, Tax Advisory, High Net Worth...
Education
Cal Poly San Luis Obispo 1980 — 1989
BS, Accounting
Morro Bay High School 1977 — 1980
Eric Bell, CPA Eric Bell, CPA's CBIZ MHM, LLC Experience December 2012 - Present
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC December 2012 - Present
Briggs & Veselka Co. July 2012 - December 2012
CBIZ MHM, LLC January 2010 - July 2012
Brigham Young University - Idaho January 2009 - December 2009
BYU-Idaho 2009 - 2009
Skills
Excel, Word, Outlook, Financial Reporting, Auditing, Financial Statements, Financial Analysis, Access, General Ledger, Internal Controls, Spreadsheets, Accounts Receivable, PowerPoint, Cost Accounting, CPA, Sarbanes-Oxley Act, Microsoft Office, Internal Audit, Tax Returns, Pivot Tables, VBA, Finance
Education
Brigham Young University - Idaho 2008 — 2010
B.S., Accounting
CBIZ MHM, LLC December 2012 - Present
Briggs & Veselka Co. July 2012 - December 2012
CBIZ MHM, LLC January 2010 - July 2012
Brigham Young University - Idaho January 2009 - December 2009
BYU-Idaho 2009 - 2009
Skills
Excel, Word, Outlook, Financial Reporting, Auditing, Financial Statements, Financial Analysis, Access, General Ledger, Internal Controls, Spreadsheets, Accounts Receivable, PowerPoint, Cost Accounting, CPA, Sarbanes-Oxley Act, Microsoft Office, Internal Audit, Tax Returns, Pivot Tables, VBA, Finance
Education
Brigham Young University - Idaho 2008 — 2010
B.S., Accounting
Erika Morgan's CBIZ MHM, LLC Experience January 2009 - October 2010
Job Accounting Supervisor at Team Jenn Corp
Industry Accounting
Experience
Team Jenn Corp April 2012 - Present
CBG&T, Inc. October 2010 - April 2012
CBIZ MHM, LLC January 2009 - October 2010
CBIZ MHM, LLC July 2007 - January 2009
Victoria's March 2006 - June 2007
Cal Poly Housing and Residential Life August 2004 - June 2006
Skills
Accounting, Tax Preparation, Tax, Tax Returns, Government, QuickBooks, Tax Accounting, Income Tax, Corporate Tax, Auditing, GoSystems, Financial Accounting, Microsoft Excel, ProSystem fx Tax
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration- Accounting
Team Jenn Corp April 2012 - Present
CBG&T, Inc. October 2010 - April 2012
CBIZ MHM, LLC January 2009 - October 2010
CBIZ MHM, LLC July 2007 - January 2009
Victoria's March 2006 - June 2007
Cal Poly Housing and Residential Life August 2004 - June 2006
Skills
Accounting, Tax Preparation, Tax, Tax Returns, Government, QuickBooks, Tax Accounting, Income Tax, Corporate Tax, Auditing, GoSystems, Financial Accounting, Microsoft Excel, ProSystem fx Tax
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration- Accounting
Austin Farley Austin Farley's CBIZ MHM, LLC Experience May 2012 - Present
Job Supervising Senior Forensic Accountant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC May 2012 - Present
Rexburg Tile and Stone April 2011 - April 2012
Clark Brother's Builders January 2008 - March 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Access, Customer Service
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor of Science (BS), Accounting
CBIZ MHM, LLC May 2012 - Present
Rexburg Tile and Stone April 2011 - April 2012
Clark Brother's Builders January 2008 - March 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Access, Customer Service
Education
Brigham Young University - Idaho 2008 — 2012
Bachelor of Science (BS), Accounting
Richard Generazio's CBIZ MHM, LLC Experience August 2014 - Present
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2014 - Present
CBIZ MHM, LLC January 2012 - August 2014
Venn Group May 2010 - July 2010
Skills
CPA, ASC740 (FAS109), Tax, Corporate Tax, Partnership Taxation, Internal Controls, Tax Preparation, Payroll, Access, GAAP, Tax Accounting, Income Tax, Tax Research, Microsoft Excel
Education
Providence College 2014 — 2017
Master of Business Administration (MBA)
Bryant University 2011 — 2011
Master of Professional Accountancy, Accounting
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, Accounting
CBIZ MHM, LLC August 2014 - Present
CBIZ MHM, LLC January 2012 - August 2014
Venn Group May 2010 - July 2010
Skills
CPA, ASC740 (FAS109), Tax, Corporate Tax, Partnership Taxation, Internal Controls, Tax Preparation, Payroll, Access, GAAP, Tax Accounting, Income Tax, Tax Research, Microsoft Excel
Education
Providence College 2014 — 2017
Master of Business Administration (MBA)
Bryant University 2011 — 2011
Master of Professional Accountancy, Accounting
Bryant University 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Marshal Kline Marshal Kline's CBIZ MHM, LLC Experience March 2012 - Present
Job Managing Director at CBIZ MHM, LLC
Industry Alternative Dispute Resolution
Experience
CBIZ MHM, LLC March 2012 - Present
Dow Lohnes Price December 2005 - March 2012
Exopack October 2001 - December 2005
Agfa Healthcare June 1999 - September 2001
Sterling Diagnostic December 1997 - June 1999
Deloitte & Touche August 1996 - December 1997
Ernst & Young June 1993 - August 1996
Skills
Tax, Corporate Tax, Planning, Accounting, Tax Controversy, Tax Services, Use Tax, Tax Audits, Audit, Compliance, Mergers, Sales Tax, Due Diligence, Federal Tax, Tax Research, Tax Compliance, Income Tax, Tax Accounting, Property Tax, Tax Credits, Unclaimed Property, Auditing, Sales & Use Tax, Project Planning, US Tax, Mergers & Acquisitions, State Tax, FIN 48, Tax Law, Property, CPA, Tax Advisory, International Tax, Transfer Pricing, Tax Preparation, State Tax Planning, Tax Returns, Corporate Tax Planning, FAS109, Internal Controls, US GAAP, Financial Accounting, FAS 5, Restructuring, Business Valuation, Forensic Accounting, QuickBooks, Voluntary Disclosure, Financial Reporting, Preparation
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Bachelor of Science (BS), Accounting
CBIZ MHM, LLC March 2012 - Present
Dow Lohnes Price December 2005 - March 2012
Exopack October 2001 - December 2005
Agfa Healthcare June 1999 - September 2001
Sterling Diagnostic December 1997 - June 1999
Deloitte & Touche August 1996 - December 1997
Ernst & Young June 1993 - August 1996
Skills
Tax, Corporate Tax, Planning, Accounting, Tax Controversy, Tax Services, Use Tax, Tax Audits, Audit, Compliance, Mergers, Sales Tax, Due Diligence, Federal Tax, Tax Research, Tax Compliance, Income Tax, Tax Accounting, Property Tax, Tax Credits, Unclaimed Property, Auditing, Sales & Use Tax, Project Planning, US Tax, Mergers & Acquisitions, State Tax, FIN 48, Tax Law, Property, CPA, Tax Advisory, International Tax, Transfer Pricing, Tax Preparation, State Tax Planning, Tax Returns, Corporate Tax Planning, FAS109, Internal Controls, US GAAP, Financial Accounting, FAS 5, Restructuring, Business Valuation, Forensic Accounting, QuickBooks, Voluntary Disclosure, Financial Reporting, Preparation
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Bachelor of Science (BS), Accounting
Levi Barrett, CPA's CBIZ MHM, LLC Experience January 2010 - May 2015
Job Controller, North Bennet Street School
Industry Higher Education
Experience
North Bennet Street School June 2015 - Present
CBIZ MHM, LLC January 2010 - May 2015
Internships/Part-time May 2006 - November 2010
Bretwood Golf Course January 2000 - September 2005
Skills
Auditing, Project Management, Financial Accounting, Internal Controls, Financial Reporting, Microsoft Office, Risk Assessment, US GAAP, Student Financial Aid, CPA, GAAP, Accounting, Finance, Financial Analysis, Microsoft Excel, Tax
Education
Bentley University 2009 — 2011
MS, Accountancy
Bentley University 2005 — 2009
BS, Accountancy
Universitat Pompeu Fabra 2007 — 2007
Education Abroad
North Bennet Street School June 2015 - Present
CBIZ MHM, LLC January 2010 - May 2015
Internships/Part-time May 2006 - November 2010
Bretwood Golf Course January 2000 - September 2005
Skills
Auditing, Project Management, Financial Accounting, Internal Controls, Financial Reporting, Microsoft Office, Risk Assessment, US GAAP, Student Financial Aid, CPA, GAAP, Accounting, Finance, Financial Analysis, Microsoft Excel, Tax
Education
Bentley University 2009 — 2011
MS, Accountancy
Bentley University 2005 — 2009
BS, Accountancy
Universitat Pompeu Fabra 2007 — 2007
Education Abroad
Clifford Johnson Clifford Johnson's CBIZ MHM, LLC Experience January 2005 - January 2011
Job Controller / Accountant / Business Consultant
Industry Accounting
Experience
Jeff Luchetti Construction. Inc. December 2013 - Present
JL Modular, Inc. December 2013 - Present
Pacific Crest Group August 2012 - December 2013
Zainer Rinehart Clarke November 2011 - June 2012
Scott McHone, CPA, A Professional Corporation April 2011 - November 2011
CBIZ MHM, LLC January 2005 - January 2011
CJ Services, A Sole Proprietorship October 2004 - January 2006
Washington Mutual Bank October 2003 - December 2004
Bank of America March 2002 - December 2003
Skills
Accounting, Litigation Support, Management, Business Valuation, Family Law, Tracing, Microsoft Excel Expert, Personal Finance, Business Analysis, Complex Systems..., Consulting, Income Tax, Quicken, Public Speaking, Peachtree, Prosystems Tax, ATX, Crystal Reports, Tax Preparation, Financial Reporting, Accounts Payable, Accounts Receivable, General Ledger, Year-end Close, Leadership, Training, Client Relations Skills, Deal Closer, QuickBooks, Microsoft Excel, GAAP, Ninja Skills, Bookkeeping, Controllership Functions, Revenue Recognition, Corporate Tax, Tax, Financial Accounting, Auditing, Cost Accounting, Tax Accounting, Forensic Accounting, Analysis, Account Reconciliation, US GAAP, Internal Controls, Journal Entries, Payroll, Deal Closure, Financial Statements
Education
Brigham Young University - Idaho 2004 — 2006
BS, Accounting / Quantitative Reasoning
Santa Rosa Junior College 2002 — 2003
AS/AA, Accounting / Business
American Institute of Certified Public Accountants 2007 — 2007
Certificate, ABV - Business Valuation Course
Jeff Luchetti Construction. Inc. December 2013 - Present
JL Modular, Inc. December 2013 - Present
Pacific Crest Group August 2012 - December 2013
Zainer Rinehart Clarke November 2011 - June 2012
Scott McHone, CPA, A Professional Corporation April 2011 - November 2011
CBIZ MHM, LLC January 2005 - January 2011
CJ Services, A Sole Proprietorship October 2004 - January 2006
Washington Mutual Bank October 2003 - December 2004
Bank of America March 2002 - December 2003
Skills
Accounting, Litigation Support, Management, Business Valuation, Family Law, Tracing, Microsoft Excel Expert, Personal Finance, Business Analysis, Complex Systems..., Consulting, Income Tax, Quicken, Public Speaking, Peachtree, Prosystems Tax, ATX, Crystal Reports, Tax Preparation, Financial Reporting, Accounts Payable, Accounts Receivable, General Ledger, Year-end Close, Leadership, Training, Client Relations Skills, Deal Closer, QuickBooks, Microsoft Excel, GAAP, Ninja Skills, Bookkeeping, Controllership Functions, Revenue Recognition, Corporate Tax, Tax, Financial Accounting, Auditing, Cost Accounting, Tax Accounting, Forensic Accounting, Analysis, Account Reconciliation, US GAAP, Internal Controls, Journal Entries, Payroll, Deal Closure, Financial Statements
Education
Brigham Young University - Idaho 2004 — 2006
BS, Accounting / Quantitative Reasoning
Santa Rosa Junior College 2002 — 2003
AS/AA, Accounting / Business
American Institute of Certified Public Accountants 2007 — 2007
Certificate, ABV - Business Valuation Course
Stephanie Angeli's CBIZ MHM, LLC Experience 2005 - 2006
Job Senior Tax Analyst at Princess Cruises
Industry Accounting
Experience
Princess Cruises December 2012 - Present
County of Ventura May 2011 - Present
U.S. HealthWorks October 2011 - December 2012
Health Net November 2006 - March 2011
CBIZ MHM, LLC 2005 - 2006
HSNO 2001 - 2001
Skills
Tax, Corporate Tax, Tax Preparation, Excel, Income Tax, SOX, Tax Compliance, SAP, Microsoft Office, Sarbanes-Oxley Act, Microsoft Excel, Financial Reporting, GAAP, Spreadsheets, Process Improvement, Tax Returns, Tax Research, Finance, Accounts Payable
Education
California Lutheran University 2003 — 2005
Bachelors Degree, Accounting
College of the Canyons
Princess Cruises December 2012 - Present
County of Ventura May 2011 - Present
U.S. HealthWorks October 2011 - December 2012
Health Net November 2006 - March 2011
CBIZ MHM, LLC 2005 - 2006
HSNO 2001 - 2001
Skills
Tax, Corporate Tax, Tax Preparation, Excel, Income Tax, SOX, Tax Compliance, SAP, Microsoft Office, Sarbanes-Oxley Act, Microsoft Excel, Financial Reporting, GAAP, Spreadsheets, Process Improvement, Tax Returns, Tax Research, Finance, Accounts Payable
Education
California Lutheran University 2003 — 2005
Bachelors Degree, Accounting
College of the Canyons
Nelson Joseph's CBIZ MHM, LLC Experience October 2008 - October 2011
Job Audit Manager at PwC
Industry Accounting
Experience
PwC October 2011 - Present
CBIZ MHM, LLC October 2008 - October 2011
Horowitz & Ullmann, P.C. October 2004 - October 2008
Henry Schein 2002 - 2004
Skills
Financial Accounting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Auditing, US GAAP, GAAP, Due Diligence, Financial Reporting
Education
Binghamton University - School of Management 1998 — 2002
PwC October 2011 - Present
CBIZ MHM, LLC October 2008 - October 2011
Horowitz & Ullmann, P.C. October 2004 - October 2008
Henry Schein 2002 - 2004
Skills
Financial Accounting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Auditing, US GAAP, GAAP, Due Diligence, Financial Reporting
Education
Binghamton University - School of Management 1998 — 2002
Chris Thibodeau, CPA's CBIZ MHM, LLC Experience July 2004 - June 2009
Job Audit Manager at Hosaka, Rotherham & Company
Industry Accounting
Experience
Hosaka, Rotherham & Company May 2014 - Present
Mountain Movers Engineering Contractors November 2009 - Present
MT-Energie USA, Inc. November 2012 - December 2013
CBIZ MHM, LLC July 2004 - June 2009
John Kearns & Company January 1997 - April 2004
Skills
Auditing, Accounting, GAAP, Revenue Recognition, Financial Statements, Management, Analysis, Financial Reporting, Internal Controls, CPA, Financial Analysis, Financial Accounting, Tax Preparation, Software Documentation, Tax, US GAAP, QuickBooks, General Ledger, Income Tax, Project Management, Forecasting, Finance
Education
California State University-San Marcos 1994 — 1996
Bachelor of Science (BS)
California State University-San Marcos - College of Business Administration 1994 — 1996
BS
Hosaka, Rotherham & Company May 2014 - Present
Mountain Movers Engineering Contractors November 2009 - Present
MT-Energie USA, Inc. November 2012 - December 2013
CBIZ MHM, LLC July 2004 - June 2009
John Kearns & Company January 1997 - April 2004
Skills
Auditing, Accounting, GAAP, Revenue Recognition, Financial Statements, Management, Analysis, Financial Reporting, Internal Controls, CPA, Financial Analysis, Financial Accounting, Tax Preparation, Software Documentation, Tax, US GAAP, QuickBooks, General Ledger, Income Tax, Project Management, Forecasting, Finance
Education
California State University-San Marcos 1994 — 1996
Bachelor of Science (BS)
California State University-San Marcos - College of Business Administration 1994 — 1996
BS
Blake Ryan's CBIZ MHM, LLC Experience October 2006 - January 2010
Job Audit Manager at Lavine, Lofgren, Morris & Engelberg, LLP
Industry Accounting
Experience
Lavine, Lofgren, Morris & Engelberg, LLP September 2015 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - Present
Wolters Kluwer October 2012 - Present
Newland Communities May 2011 - October 2012
The Siegfried Group January 2011 - March 2011
Quetzaltrekkers Leon March 2010 - July 2010
CBIZ MHM, LLC October 2006 - January 2010
Skills
Revenue Recognition, Financial Reporting, Auditing, Internal Controls, US GAAP, Accounting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Financial Statements, SEC filings, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science, Business - Accounting
Palm Desert High School 1998 — 2002
Lavine, Lofgren, Morris & Engelberg, LLP September 2015 - Present
Lavine, Lofgren, Morris & Engelberg, LLP January 2015 - Present
Wolters Kluwer October 2012 - Present
Newland Communities May 2011 - October 2012
The Siegfried Group January 2011 - March 2011
Quetzaltrekkers Leon March 2010 - July 2010
CBIZ MHM, LLC October 2006 - January 2010
Skills
Revenue Recognition, Financial Reporting, Auditing, Internal Controls, US GAAP, Accounting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Financial Statements, SEC filings, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science, Business - Accounting
Palm Desert High School 1998 — 2002
Allison Buono's CBIZ MHM, LLC Experience August 2006 - November 2010
Job Global Revenue Manager at OpenLink Financial
Industry Accounting
Experience
OpenLink Financial July 2014 - Present
CA Technologies December 2010 - July 2014
CBIZ MHM, LLC August 2006 - November 2010
Computer Associates January 2004 - July 2006
Skills
SEC filings, GAAP, Revenue Recognition, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Auditing, Financial Analysis, Hyperion Enterprise, Consolidation, Forecasting, Accounting, CPA
Education
Boston University Questrom School of Business 2002 — 2006
BSBA, Concentration in Accounting
OpenLink Financial July 2014 - Present
CA Technologies December 2010 - July 2014
CBIZ MHM, LLC August 2006 - November 2010
Computer Associates January 2004 - July 2006
Skills
SEC filings, GAAP, Revenue Recognition, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Auditing, Financial Analysis, Hyperion Enterprise, Consolidation, Forecasting, Accounting, CPA
Education
Boston University Questrom School of Business 2002 — 2006
BSBA, Concentration in Accounting
Shawna Ruiz's CBIZ MHM, LLC Experience 2006 - December 2010
Job Audit Senior Manager at WeiserMazars LLP
Industry Accounting
Experience
WeiserMazars LLP January 2012 - Present
Biscotti, Toback & Company, CPA's PC January 2011 - January 2012
Mahoney Cohen & Company August 2006 - December 2010
CBIZ MHM, LLC 2006 - December 2010
Skills
US GAAP, Fixed Assets, Auditing, Corporate Tax, Cash Flow, CPA, GAAP, Tax Preparation, Internal Controls, Consolidated Financial..., Forecasting, Financial Reporting, External Audit, QuickBooks, Payroll, ProSystem fx Tax, Managerial Finance, Due Diligence, Internal Audit, Sales Tax, Tax Returns, Revenue Recognition, Accounts Payable, Sarbanes-Oxley Act, Accounting, Partnership Taxation, Bookkeeping, Accounts Receivable, Tax, Accountants, Budgets, Consolidation, Financial Analysis, General Ledger, Financial Audits, Forensic Accounting, Financial Modeling, SEC filings, Income Tax, Tax Law, Financial Statements, Financial Accounting, Cost Accounting, Finance, Microsoft Excel, Bank Reconciliation, Variance Analysis, International Tax, Corporate Finance, Accruals
Education
Binghamton University 2002 — 2006
WeiserMazars LLP January 2012 - Present
Biscotti, Toback & Company, CPA's PC January 2011 - January 2012
Mahoney Cohen & Company August 2006 - December 2010
CBIZ MHM, LLC 2006 - December 2010
Skills
US GAAP, Fixed Assets, Auditing, Corporate Tax, Cash Flow, CPA, GAAP, Tax Preparation, Internal Controls, Consolidated Financial..., Forecasting, Financial Reporting, External Audit, QuickBooks, Payroll, ProSystem fx Tax, Managerial Finance, Due Diligence, Internal Audit, Sales Tax, Tax Returns, Revenue Recognition, Accounts Payable, Sarbanes-Oxley Act, Accounting, Partnership Taxation, Bookkeeping, Accounts Receivable, Tax, Accountants, Budgets, Consolidation, Financial Analysis, General Ledger, Financial Audits, Forensic Accounting, Financial Modeling, SEC filings, Income Tax, Tax Law, Financial Statements, Financial Accounting, Cost Accounting, Finance, Microsoft Excel, Bank Reconciliation, Variance Analysis, International Tax, Corporate Finance, Accruals
Education
Binghamton University 2002 — 2006
Sanford Trado's CBIZ MHM, LLC Experience July 2005 - November 2006
Job Owner, True North Accounting & Tax, LLC
Industry Accounting
Experience
True North Accounting & Tax, LLC June 2007 - Present
Brockman, Coats, Gedelian, CPAs November 2006 - May 2007
CBIZ MHM, LLC July 2005 - November 2006
Skills
Accounting, Income Tax, International Tax, Financial Planners, Internal Controls, Financial Reporting, Strategic Financial..., Process Improvement, Management Consulting, CPA, Insurance, Tax Preparation, Nonprofits, Strategic Planning
Education
Bryant University 1980 — 1984
Accounting
Bryant University 1980 — 1983
Business Administration and Management, General
True North Accounting & Tax, LLC June 2007 - Present
Brockman, Coats, Gedelian, CPAs November 2006 - May 2007
CBIZ MHM, LLC July 2005 - November 2006
Skills
Accounting, Income Tax, International Tax, Financial Planners, Internal Controls, Financial Reporting, Strategic Financial..., Process Improvement, Management Consulting, CPA, Insurance, Tax Preparation, Nonprofits, Strategic Planning
Education
Bryant University 1980 — 1984
Accounting
Bryant University 1980 — 1983
Business Administration and Management, General
Chantell Toure's CBIZ MHM, LLC Experience January 2012 - August 2013
Job Tax Senior at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman August 2013 - Present
CBIZ MHM, LLC January 2012 - August 2013
PricewaterhouseCoopers January 2006 - January 2012
Re:Sources Germany GmbH September 2004 - December 2005
Centerline Capital Group March 2002 - June 2004
Related Capital 2002 - 2004
Skills
Income Tax, Due Diligence, Tax, Financial Statements, Corporate Tax, Tax Accounting, GAAP, US GAAP, Accounting, Financial Reporting, Sarbanes-Oxley Act, Big 4, Tax Research, General Ledger, Partnership Taxation, Internal Controls, Forecasting, Financial Analysis, Budgets, CPA
Education
Berkeley College 2003 — 2005
BBA, Accounting
Citrin Cooperman August 2013 - Present
CBIZ MHM, LLC January 2012 - August 2013
PricewaterhouseCoopers January 2006 - January 2012
Re:Sources Germany GmbH September 2004 - December 2005
Centerline Capital Group March 2002 - June 2004
Related Capital 2002 - 2004
Skills
Income Tax, Due Diligence, Tax, Financial Statements, Corporate Tax, Tax Accounting, GAAP, US GAAP, Accounting, Financial Reporting, Sarbanes-Oxley Act, Big 4, Tax Research, General Ledger, Partnership Taxation, Internal Controls, Forecasting, Financial Analysis, Budgets, CPA
Education
Berkeley College 2003 — 2005
BBA, Accounting
Don Reiser's CBIZ MHM, LLC Experience February 2012 - Present
Job Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC February 2012 - Present
Marcum LLP September 2010 - January 2012
Kilpatrick Townsend & Stockton LLP February 2007 - August 2010
PricewaterhouseCoopers LLP September 1998 - January 2007
Education
New York University School of Law 1978 — 1979
LLM, Taxation
University of Pennsylvania Law School 1975 — 1978
JD
Boston University 1971 — 1975
Boston University - School of Management 1971 — 1975
B.S.
CBIZ MHM, LLC February 2012 - Present
Marcum LLP September 2010 - January 2012
Kilpatrick Townsend & Stockton LLP February 2007 - August 2010
PricewaterhouseCoopers LLP September 1998 - January 2007
Education
New York University School of Law 1978 — 1979
LLM, Taxation
University of Pennsylvania Law School 1975 — 1978
JD
Boston University 1971 — 1975
Boston University - School of Management 1971 — 1975
B.S.
Jeff Rosenfeld's CBIZ MHM, LLC Experience 2007 - Present
Job VP Practice & Director of Business Development
Industry Accounting
Experience
CBIZ MHM, LLC 2007 - Present
CBIZ December 2006 - Present
CBIZ Human Capital Services 2006 - Present
CBIZ Accounting, Tax & Advisory Services 2006 - Present
Education
Boston University Questrom School of Business 1978 — 1982
CBIZ MHM, LLC 2007 - Present
CBIZ December 2006 - Present
CBIZ Human Capital Services 2006 - Present
CBIZ Accounting, Tax & Advisory Services 2006 - Present
Education
Boston University Questrom School of Business 1978 — 1982
Teresa Burton's CBIZ MHM, LLC Experience February 2011 - Present
Job Tax Administrative Assistant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC February 2011 - Present
CBIZ October 2001 - February 2011
Target 1996 - 2000
Skills
Nonprofits, Tax, Accounting, Leadership, Bookkeeping, Time Management, GAAP, CPA, US GAAP, Auditing, Internal Controls, SEC filings
Education
Brigham Young University 1989 — 1991
Unity High School 1979 — 1982
CBIZ MHM, LLC February 2011 - Present
CBIZ October 2001 - February 2011
Target 1996 - 2000
Skills
Nonprofits, Tax, Accounting, Leadership, Bookkeeping, Time Management, GAAP, CPA, US GAAP, Auditing, Internal Controls, SEC filings
Education
Brigham Young University 1989 — 1991
Unity High School 1979 — 1982
Laura DeFlavia, CPA's CBIZ MHM, LLC Experience February 1998 - October 2002
Job Controller at Pottstown Area Health & Wellness Foundation
Industry Accounting
Experience
Pottstown Area Health & Wellness Foundation December 2005 - Present
Keystone Shipping Company May 2003 - December 2005
CBIZ MHM, LLC February 1998 - October 2002
Skills
Accounting, Journal Entries, Fixed Assets, Financial Statements, Account Reconciliation, Tax Preparation, Tax, QuickBooks, CPA, Accounts Payable, Accruals, Nonprofits, Consolidated Financial..., Cash Management, Cash Flow, Financial Reporting, Auditing, Pensions, GAAP, Reporting & Analysis, Peachtree, Quicken
Education
Cabrini College 1991 — 1995
Bachelor of Science (BS), Accounting
Pottstown Area Health & Wellness Foundation December 2005 - Present
Keystone Shipping Company May 2003 - December 2005
CBIZ MHM, LLC February 1998 - October 2002
Skills
Accounting, Journal Entries, Fixed Assets, Financial Statements, Account Reconciliation, Tax Preparation, Tax, QuickBooks, CPA, Accounts Payable, Accruals, Nonprofits, Consolidated Financial..., Cash Management, Cash Flow, Financial Reporting, Auditing, Pensions, GAAP, Reporting & Analysis, Peachtree, Quicken
Education
Cabrini College 1991 — 1995
Bachelor of Science (BS), Accounting
Janelle Howell, CPA's CBIZ MHM, LLC Experience July 2007 - September 2011
Job Accounting Manager at Fat Quarter Shop
Industry Accounting
Experience
Fat Quarter Shop September 2012 - Present
Reznick Group November 2011 - September 2012
CBIZ MHM, LLC July 2007 - September 2011
BYU-Idaho January 2004 - April 2007
National Instruments May 2006 - August 2006
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Accounting, Internal Controls, Financial Analysis, Member of AICPA, Financial Statements, Tax Returns, CPA, Microsoft Excel, Tax, Tax Preparation, US GAAP
Education
Brigham Young University - Idaho 2003 — 2007
BS, Accounting
Fat Quarter Shop September 2012 - Present
Reznick Group November 2011 - September 2012
CBIZ MHM, LLC July 2007 - September 2011
BYU-Idaho January 2004 - April 2007
National Instruments May 2006 - August 2006
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Accounting, Internal Controls, Financial Analysis, Member of AICPA, Financial Statements, Tax Returns, CPA, Microsoft Excel, Tax, Tax Preparation, US GAAP
Education
Brigham Young University - Idaho 2003 — 2007
BS, Accounting
Alexandra Bolton-Schultes's CBIZ MHM, LLC Experience February 2014 - Present
Job Tax Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC February 2014 - Present
Lewis Birch & Ricardo, LLC January 2013 - February 2014
Pender Newkirk & Company July 2010 - December 2012
Pender NewKirk & Company CPA's July 2008 - July 2010
Lewis, Birch & Ricardo, LLC August 1999 - June 2008
Skills
US Tax, CPA, Corporate Tax, Tax Accounting, Tax Returns, Tax Preparation, Tax, GAAP, Auditing, Financial Reporting, Financial Accounting, Accounting, QuickBooks, General Ledger, FAS109, Account Reconciliation, Financial Analysis, Income Tax, Partnership Taxation, SEC filings, Internal Controls, Tax Research, S Corporations
Education
University of South Florida 1982 — 1987
none--coursework as a preparation for CPA exam, Accounting
University of Cincinnati College of Business 1974 — 1977
MBA, Quantitative Analysis
Bryn Mawr College 1961 — 1965
AB, Physics
CBIZ MHM, LLC February 2014 - Present
Lewis Birch & Ricardo, LLC January 2013 - February 2014
Pender Newkirk & Company July 2010 - December 2012
Pender NewKirk & Company CPA's July 2008 - July 2010
Lewis, Birch & Ricardo, LLC August 1999 - June 2008
Skills
US Tax, CPA, Corporate Tax, Tax Accounting, Tax Returns, Tax Preparation, Tax, GAAP, Auditing, Financial Reporting, Financial Accounting, Accounting, QuickBooks, General Ledger, FAS109, Account Reconciliation, Financial Analysis, Income Tax, Partnership Taxation, SEC filings, Internal Controls, Tax Research, S Corporations
Education
University of South Florida 1982 — 1987
none--coursework as a preparation for CPA exam, Accounting
University of Cincinnati College of Business 1974 — 1977
MBA, Quantitative Analysis
Bryn Mawr College 1961 — 1965
AB, Physics
Darin Fielding's CBIZ MHM, LLC Experience December 2001 - January 2007
Job Treasurer
Industry Telecommunications
Experience
Veracity Networks January 2007 - Present
CBIZ MHM, LLC December 2001 - January 2007
Skills
Financial Accounting, Budgets, Revenue Recognition, Accounting, GAAP, Financial Reporting, Financial Analysis, CPA, Forecasting, Financial Audits, Telecommunications, Internal Controls, US GAAP, Auditing, Corporate Tax, Fixed Assets, Income Tax, Strategic Financial..., Payroll, Mergers & Acquisitions, Consolidation, SEC filings
Education
Brigham Young University 1999 — 2001
Master of Accounting, Accounting
Veracity Networks January 2007 - Present
CBIZ MHM, LLC December 2001 - January 2007
Skills
Financial Accounting, Budgets, Revenue Recognition, Accounting, GAAP, Financial Reporting, Financial Analysis, CPA, Forecasting, Financial Audits, Telecommunications, Internal Controls, US GAAP, Auditing, Corporate Tax, Fixed Assets, Income Tax, Strategic Financial..., Payroll, Mergers & Acquisitions, Consolidation, SEC filings
Education
Brigham Young University 1999 — 2001
Master of Accounting, Accounting
Brandon Judy, CPA's CBIZ MHM, LLC Experience November 2010 - November 2013
Job Senior Accountant at Ascent Solar Technologies, Inc.
Industry Accounting
Experience
Ascent Solar Technologies, Inc. November 2013 - Present
CBIZ MHM, LLC November 2010 - November 2013
First Data Corporation 2010 - 2010
First Data Corporation 2010 - 2010
Skills
CPA, Forensic Accounting, GAAP, Internal Controls, Auditing
Education
Brigham Young University - Idaho 2003 — 2009
Ascent Solar Technologies, Inc. November 2013 - Present
CBIZ MHM, LLC November 2010 - November 2013
First Data Corporation 2010 - 2010
First Data Corporation 2010 - 2010
Skills
CPA, Forensic Accounting, GAAP, Internal Controls, Auditing
Education
Brigham Young University - Idaho 2003 — 2009
Robert Perl, CPA's CBIZ MHM, LLC Experience June 2006 - June 2011
Job Audit Supervisor at White Nelson Diehl Evans, LLP
Industry Accounting
Experience
White Nelson Diehl Evans LLP August 2013 - Present
Windes & McClaughry Accountancy Corporation July 2011 - August 2013
CBIZ MHM, LLC June 2006 - June 2011
Skills
CPA, Auditing, US GAAP, Accounting, GAAP, Financial Reporting, Financial Accounting, Financial Statements, Internal Controls
Education
Brigham Young University - Hawaii
Bachelor of Science (BS), Accounting
White Nelson Diehl Evans LLP August 2013 - Present
Windes & McClaughry Accountancy Corporation July 2011 - August 2013
CBIZ MHM, LLC June 2006 - June 2011
Skills
CPA, Auditing, US GAAP, Accounting, GAAP, Financial Reporting, Financial Accounting, Financial Statements, Internal Controls
Education
Brigham Young University - Hawaii
Bachelor of Science (BS), Accounting
Brian Skinner, CPA's CBIZ MHM, LLC Experience February 2013 - May 2014
Job Tax Specialist
Industry Accounting
Experience
Company Confidential May 2014 - Present
CBIZ MHM, LLC February 2013 - May 2014
CBIZ MHM, LLC January 2008 - February 2013
CBIZ MHM, LLC January 2007 - December 2007
CBIZ MHM, LLC January 2005 - December 2006
CBIZ MHM, LLC August 2002 - December 2004
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, CCH ProSystem fx, Caseware, QuickBooks
Education
Brigham Young University - Hawaii 1998 — 2002
Bachelor's degree, Accounting, Sophmore - Senior
Utah Valley State College 1995 — 1996
None, General, Freshmen
Company Confidential May 2014 - Present
CBIZ MHM, LLC February 2013 - May 2014
CBIZ MHM, LLC January 2008 - February 2013
CBIZ MHM, LLC January 2007 - December 2007
CBIZ MHM, LLC January 2005 - December 2006
CBIZ MHM, LLC August 2002 - December 2004
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, CCH ProSystem fx, Caseware, QuickBooks
Education
Brigham Young University - Hawaii 1998 — 2002
Bachelor's degree, Accounting, Sophmore - Senior
Utah Valley State College 1995 — 1996
None, General, Freshmen
Sylvia Espinoza's CBIZ MHM, LLC Experience January 2007 - August 2010
Job Senior Business Analyst at CGI Group Inc.
Industry Information Technology and Services
Experience
CGI May 2015 - Present
Custom Sensors & Technologies October 2013 - May 2015
Kavlico Corporation August 2010 - October 2013
CBIZ MHM, LLC January 2007 - August 2010
Skills
Internal Controls, Accounts Receivable, General Ledger, Financial Reporting, GAAP, Auditing, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Consolidation, Variance Analysis, Forecasting, Hyperion Enterprise, Finance, Budgets, Process Improvement, Income Tax, Internal Audit, Fixed Assets, ERP, JD Edwards, Sales Tax, Payroll, Accounting, Cost Accounting, Business Analysis, Management, Business Process, Integration, Accounts Payable, Analysis
Education
California Lutheran University 2005 — 2007
Bachelors of science, Accounting
Oxnard College
CGI May 2015 - Present
Custom Sensors & Technologies October 2013 - May 2015
Kavlico Corporation August 2010 - October 2013
CBIZ MHM, LLC January 2007 - August 2010
Skills
Internal Controls, Accounts Receivable, General Ledger, Financial Reporting, GAAP, Auditing, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Consolidation, Variance Analysis, Forecasting, Hyperion Enterprise, Finance, Budgets, Process Improvement, Income Tax, Internal Audit, Fixed Assets, ERP, JD Edwards, Sales Tax, Payroll, Accounting, Cost Accounting, Business Analysis, Management, Business Process, Integration, Accounts Payable, Analysis
Education
California Lutheran University 2005 — 2007
Bachelors of science, Accounting
Oxnard College
Raquel Escarrega, PHR's CBIZ MHM, LLC Experience January 2007 - August 2011
Job Senior HR Generalist NetSuite
Industry Human Resources
Experience
NetSuite September 2015 - Present
Advantage Sales & Marketing September 2012 - August 2015
Fresh & Easy Neighborhood Market, Inc. October 2011 - August 2012
CBIZ MHM, LLC January 2007 - August 2011
Sapphire Technologies 2005 - 2007
Skills
PeopleSoft, Ceridian, Benefits Administration, HRIS, Payroll, Employee Benefits, New Hire Orientations, Employee Relations, ADP Payroll, Applicant Tracking..., Background Checks, Benefits Negotiation, College Recruiting, Deferred Compensation, Employee Engagement, Employment Law, FMLA, HR Consulting, HR Policies, Hiring, Human Resources, Internet Recruiting, Interviews, Job Descriptions, Labor Relations, LinkedIn, Networking Strategy, Onboarding, Organizational..., Performance Management, Personnel Management, Recruiting, Succession Planning, Talent Acquisition, Talent Management, Taleo, Temporary Placement, Workforce Planning, Training
Education
Golden Gate University 2010 — 2012
Master of Science, Human Resource Management
Bellevue University 2004 — 2006
Bachelor of Science, Business Administration
NetSuite September 2015 - Present
Advantage Sales & Marketing September 2012 - August 2015
Fresh & Easy Neighborhood Market, Inc. October 2011 - August 2012
CBIZ MHM, LLC January 2007 - August 2011
Sapphire Technologies 2005 - 2007
Skills
PeopleSoft, Ceridian, Benefits Administration, HRIS, Payroll, Employee Benefits, New Hire Orientations, Employee Relations, ADP Payroll, Applicant Tracking..., Background Checks, Benefits Negotiation, College Recruiting, Deferred Compensation, Employee Engagement, Employment Law, FMLA, HR Consulting, HR Policies, Hiring, Human Resources, Internet Recruiting, Interviews, Job Descriptions, Labor Relations, LinkedIn, Networking Strategy, Onboarding, Organizational..., Performance Management, Personnel Management, Recruiting, Succession Planning, Talent Acquisition, Talent Management, Taleo, Temporary Placement, Workforce Planning, Training
Education
Golden Gate University 2010 — 2012
Master of Science, Human Resource Management
Bellevue University 2004 — 2006
Bachelor of Science, Business Administration
Joel LaSalle, CPA's CBIZ MHM, LLC Experience August 2011 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2011 - Present
GENCO May 2011 - August 2011
New England Pain Associates January 2011 - May 2011
Custom Business Solutions September 2009 - December 2010
Rogers Corporation May 2009 - August 2009
Staples June 2008 - January 2009
Skills
Audit, Internal Audit, Financial Accounting, Excel, Accounting, Quickbooks, Bookkeeping, Auditing, Financial Analysis, QuickBooks
Education
Bryant University 2010 — 2010
Masters of Professional Accountancy, Accounting
Bryant University 2006 — 2010
Bachelors of Science in Business Administration, Accounting, Economics
CBIZ MHM, LLC August 2011 - Present
GENCO May 2011 - August 2011
New England Pain Associates January 2011 - May 2011
Custom Business Solutions September 2009 - December 2010
Rogers Corporation May 2009 - August 2009
Staples June 2008 - January 2009
Skills
Audit, Internal Audit, Financial Accounting, Excel, Accounting, Quickbooks, Bookkeeping, Auditing, Financial Analysis, QuickBooks
Education
Bryant University 2010 — 2010
Masters of Professional Accountancy, Accounting
Bryant University 2006 — 2010
Bachelors of Science in Business Administration, Accounting, Economics
Seth Nelson, CPA's CBIZ MHM, LLC Experience January 2014 - October 2014
Job Senior Auditor at Tanner LLC
Industry Accounting
Experience
Tanner LLC October 2014 - Present
CBIZ MHM, LLC January 2014 - October 2014
Larson & Company September 2013 - December 2013
Pickard and Green CPA's January 2011 - September 2013
CyberSource June 2008 - 2009
Morgan Stanley November 2007 - June 2008
Skills
Accounting, Auditing, Financial Modeling, Customer Service, SEC Financial Reporting, Audits of Employee..., Compilation, Finance, GAAP, Spanish, Account Reconciliation, Assurance, Microsoft Office, Options, Warrants, CPA, US GAAP, Internal Controls, Financial Statements
Education
Brigham Young University 2008 — 2010
Bachelor of Science, Accounting
DeVry University Phoenix 2004 — 2005
Bachelor of Science (B.S.), Accounting
Tanner LLC October 2014 - Present
CBIZ MHM, LLC January 2014 - October 2014
Larson & Company September 2013 - December 2013
Pickard and Green CPA's January 2011 - September 2013
CyberSource June 2008 - 2009
Morgan Stanley November 2007 - June 2008
Skills
Accounting, Auditing, Financial Modeling, Customer Service, SEC Financial Reporting, Audits of Employee..., Compilation, Finance, GAAP, Spanish, Account Reconciliation, Assurance, Microsoft Office, Options, Warrants, CPA, US GAAP, Internal Controls, Financial Statements
Education
Brigham Young University 2008 — 2010
Bachelor of Science, Accounting
DeVry University Phoenix 2004 — 2005
Bachelor of Science (B.S.), Accounting
Truman Young's CBIZ MHM, LLC Experience May 2014 - August 2014
Job BYUIdaho graduate
Industry Accounting
Experience
CBIZ MHM, LLC May 2014 - August 2014
BYU-Idaho 2012 - 2014
Idaho Department of Transportation August 2009 - June 2010
Skills
Accounting, Microsoft Excel, Technical Writing, Financial Accounting, GAAP, Public Speaking, Leadership, Financial Analysis, Visual Basic, Tax, Business Analysis, Financial Reporting, Forensic Accounting, Access, Team Leadership, Teamwork, Analysis
Education
Brigham Young University - Idaho 2012 — 2014
Bachelor's degree, Accounting
Boise State University 2008 — 2010
Music Business
CBIZ MHM, LLC May 2014 - August 2014
BYU-Idaho 2012 - 2014
Idaho Department of Transportation August 2009 - June 2010
Skills
Accounting, Microsoft Excel, Technical Writing, Financial Accounting, GAAP, Public Speaking, Leadership, Financial Analysis, Visual Basic, Tax, Business Analysis, Financial Reporting, Forensic Accounting, Access, Team Leadership, Teamwork, Analysis
Education
Brigham Young University - Idaho 2012 — 2014
Bachelor's degree, Accounting
Boise State University 2008 — 2010
Music Business
Mathew Howell's CBIZ MHM, LLC Experience January 2006 - August 2007
Job CPA, Federal Taxation
Industry Accounting
Experience
Internal Revenue Service 2010 - Present
JLH Resources September 2009 - August 2010
Deloitte February 2008 - August 2009
CBIZ MHM, LLC January 2006 - August 2007
Skills
Tax, Tax Preparation, Corporate Tax, CPA, Accounting, Tax Research, Income Tax, Tax Accounting, General Ledger, Tax Returns
Education
Brigham Young University - Idaho 2002 — 2006
2006, Accounting
Internal Revenue Service 2010 - Present
JLH Resources September 2009 - August 2010
Deloitte February 2008 - August 2009
CBIZ MHM, LLC January 2006 - August 2007
Skills
Tax, Tax Preparation, Corporate Tax, CPA, Accounting, Tax Research, Income Tax, Tax Accounting, General Ledger, Tax Returns
Education
Brigham Young University - Idaho 2002 — 2006
2006, Accounting
Imad Makdah's CBIZ MHM, LLC Experience 2007 - 2008
Job Chief Information Officer at American Beverage Marketers
Industry Information Technology and Services
Experience
American Beverage Marketers July 2014 - Present
Jordan Consulting June 1989 - July 2014
CBIZ MHM, LLC 2007 - 2008
Alpha Baking 1994 - 1997
Richard P Zachmann, Inc. 1988 - 1989
Crest Flooring Distributors 1985 - 1988
Skills
Great Plains Software, Microsoft SQL Server, Microsoft Dynamics, Crystal Reports, Accounting, Microsoft Excel, Microsoft Office, Accounting System, Professional Services, ERP, Consulting, Business Intelligence
Education
Benedictine University 1985 — 1987
Graduate, Business Administration (MBA)
University of Jordan 1979 — 1984
BS, Graduate, Accounting & Business Administration
American Beverage Marketers July 2014 - Present
Jordan Consulting June 1989 - July 2014
CBIZ MHM, LLC 2007 - 2008
Alpha Baking 1994 - 1997
Richard P Zachmann, Inc. 1988 - 1989
Crest Flooring Distributors 1985 - 1988
Skills
Great Plains Software, Microsoft SQL Server, Microsoft Dynamics, Crystal Reports, Accounting, Microsoft Excel, Microsoft Office, Accounting System, Professional Services, ERP, Consulting, Business Intelligence
Education
Benedictine University 1985 — 1987
Graduate, Business Administration (MBA)
University of Jordan 1979 — 1984
BS, Graduate, Accounting & Business Administration
Cory Randall, CPA's CBIZ MHM, LLC Experience 2005 - 2009
Job MAcc Student, SUU
Industry Accounting
Experience
HintonBurdick CPAs & Advisors January 2015 - Present
Cory Randall CPA October 2014 - December 2014
David Evans Farming, Inc. January 2012 - September 2014
Tule River Tribal Council 2010 - 2012
CBIZ MHM, LLC 2005 - 2009
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Budgets, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Audits, Financial Reporting, Forensic Accounting, GAAP, General Ledger, Income Tax, Journal Entries, Internal Controls, Microsoft Excel, Microsoft Office, Partnership Taxation, ProSystem fx Tax, Revenue Recognition, S Corporations, Tax, Tax Accounting, Tax Preparation, Tax Research, US GAAP
Education
Southern Utah University 2015 — 2015
Master's degree, Accounting
Brigham Young University - Hawaii 2004 — 2005
B.S., Accounting
HintonBurdick CPAs & Advisors January 2015 - Present
Cory Randall CPA October 2014 - December 2014
David Evans Farming, Inc. January 2012 - September 2014
Tule River Tribal Council 2010 - 2012
CBIZ MHM, LLC 2005 - 2009
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Budgets, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Audits, Financial Reporting, Forensic Accounting, GAAP, General Ledger, Income Tax, Journal Entries, Internal Controls, Microsoft Excel, Microsoft Office, Partnership Taxation, ProSystem fx Tax, Revenue Recognition, S Corporations, Tax, Tax Accounting, Tax Preparation, Tax Research, US GAAP
Education
Southern Utah University 2015 — 2015
Master's degree, Accounting
Brigham Young University - Hawaii 2004 — 2005
B.S., Accounting
Will Duerksen's CBIZ MHM, LLC Experience February 1991 - Present
Job Managing Director Forensic & Financial Services
Industry Accounting
Experience
CBIZ MHM, LLC February 1991 - Present
Education
California Polytechnic State University-San Luis Obispo 1988 — 1990
Bachelor’s Degree, Accounting
CBIZ MHM, LLC February 1991 - Present
Education
California Polytechnic State University-San Luis Obispo 1988 — 1990
Bachelor’s Degree, Accounting
Sarah Bowling's CBIZ MHM, LLC Experience October 2011 - March 2012
Job AP Supervisor TMKIPSCO
Industry Accounting
Experience
TMK-IPSCO November 2012 - Present
Honeywell FM&T March 2012 - November 2012
CBIZ MHM, LLC October 2011 - March 2012
Battelle & Battelle LLP June 2008 - September 2011
Education
Wright State University 2006 — 2008
Bachelor of Science, Accountancy and Finance
Bowling Green State University 2004 — 2006
TMK-IPSCO November 2012 - Present
Honeywell FM&T March 2012 - November 2012
CBIZ MHM, LLC October 2011 - March 2012
Battelle & Battelle LLP June 2008 - September 2011
Education
Wright State University 2006 — 2008
Bachelor of Science, Accountancy and Finance
Bowling Green State University 2004 — 2006
Dustin Blunck's CBIZ MHM, LLC Experience January 2012 - April 2012
Job Tax Senior Associate at PwC
Industry Accounting
Experience
PwC July 2013 - Present
CBIZ MHM, LLC January 2012 - April 2012
Skills
Microsoft Excel, Accounting, QuickBooks, Microsoft Word, PowerPoint, Microsoft Office, Financial Accounting, Tax Preparation, Financial Analysis, Teamwork, Peachtree, Bookkeeping, Spreadsheets, Access, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2013
Master's degree, Accounting
Brigham Young University - Idaho 2009 — 2012
Bachelor of Science (B.S.), Accounting
PwC July 2013 - Present
CBIZ MHM, LLC January 2012 - April 2012
Skills
Microsoft Excel, Accounting, QuickBooks, Microsoft Word, PowerPoint, Microsoft Office, Financial Accounting, Tax Preparation, Financial Analysis, Teamwork, Peachtree, Bookkeeping, Spreadsheets, Access, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2013
Master's degree, Accounting
Brigham Young University - Idaho 2009 — 2012
Bachelor of Science (B.S.), Accounting
Ben Allison, CPA's CBIZ MHM, LLC Experience May 2008 - August 2008
Job Controller at Brooks Range Petroleum
Industry Accounting
Experience
Brooks Range Petroleum October 2014 - Present
BDO USA, LLP July 2013 - October 2014
Mikunda, Cottrell & Co., Inc. January 2009 - June 2013
CBIZ MHM, LLC May 2008 - August 2008
Skills
GAAP, Financial Accounting, Microsoft Excel, Financial Reporting, Government Contracting, Accounting, Internal Controls, Auditing, Financial Statements, CPA, QuickBooks, Financial Analysis, Account Reconciliation
Education
Brigham Young University - Idaho 2003 — 2008
BS, Accounting
Brooks Range Petroleum October 2014 - Present
BDO USA, LLP July 2013 - October 2014
Mikunda, Cottrell & Co., Inc. January 2009 - June 2013
CBIZ MHM, LLC May 2008 - August 2008
Skills
GAAP, Financial Accounting, Microsoft Excel, Financial Reporting, Government Contracting, Accounting, Internal Controls, Auditing, Financial Statements, CPA, QuickBooks, Financial Analysis, Account Reconciliation
Education
Brigham Young University - Idaho 2003 — 2008
BS, Accounting
Jeff McKeown, CPA, CGMA's CBIZ MHM, LLC Experience September 2008 - October 2013
Job Chief Financial Officer / Director of Human Resources at LACOUSTICS, INC
Industry Electrical/Electronic Manufacturing
Experience
L-ACOUSTICS, INC. October 2013 - Present
CBIZ MHM, LLC September 2008 - October 2013
Lenders First Choice 2004 - 2008
Consolidated Graphics - T.O. Printing June 2002 - January 2004
Skills
CPA, GAAP, Auditing, Accounting, Financial Accounting, Financial Reporting, Internal Controls, Corporate Tax, Tax Preparation, Financial Analysis, Strategic Financial..., US GAAP, Revenue Recognition, Financial Statements, Tax Accounting, Tax Research
Education
Golden Gate University 2012 — 2015
Master's in Taxation, Tax Law/Taxation
UCLA 2008 — 2009
Accounting
Cal Poly San Luis Obispo 1998 — 2002
BS, Graphic Communication
L-ACOUSTICS, INC. October 2013 - Present
CBIZ MHM, LLC September 2008 - October 2013
Lenders First Choice 2004 - 2008
Consolidated Graphics - T.O. Printing June 2002 - January 2004
Skills
CPA, GAAP, Auditing, Accounting, Financial Accounting, Financial Reporting, Internal Controls, Corporate Tax, Tax Preparation, Financial Analysis, Strategic Financial..., US GAAP, Revenue Recognition, Financial Statements, Tax Accounting, Tax Research
Education
Golden Gate University 2012 — 2015
Master's in Taxation, Tax Law/Taxation
UCLA 2008 — 2009
Accounting
Cal Poly San Luis Obispo 1998 — 2002
BS, Graphic Communication
Michelle Ezzie's CBIZ MHM, LLC Experience September 2005 - April 2006
Job English Teacher at Upper Darby High School
Industry
Experience
Upper Darby High School September 2012 - Present
Assistant Cross Country Coach August 2012 - Present
Marple Newtown School District January 2009 - August 2012
Sovereign Bank April 2006 - November 2008
CBIZ MHM, LLC September 2005 - April 2006
Education
Cabrini College 2006 — 2009
Secondary Education, English
Villanova University 2001 — 2005
Business, Accountancy
Upper Darby High School September 2012 - Present
Assistant Cross Country Coach August 2012 - Present
Marple Newtown School District January 2009 - August 2012
Sovereign Bank April 2006 - November 2008
CBIZ MHM, LLC September 2005 - April 2006
Education
Cabrini College 2006 — 2009
Secondary Education, English
Villanova University 2001 — 2005
Business, Accountancy
Matthew N. Davis, CPA, MST's CBIZ MHM, LLC Experience January 1994 - Present
Job Tax and Financial Services Expert
Industry Accounting
Experience
CBIZ MHM, LLC January 1994 - Present
Skills
Tax, Accounting
Education
Golden Gate University
Master of Science (M.S.), Taxation
California State University-Fresno 1992 — 1993
Bachelor of Science (B.S.), Business Administration, Accounting
CBIZ MHM, LLC January 1994 - Present
Skills
Tax, Accounting
Education
Golden Gate University
Master of Science (M.S.), Taxation
California State University-Fresno 1992 — 1993
Bachelor of Science (B.S.), Business Administration, Accounting
Sophie Holman's CBIZ MHM, LLC Experience January 2012 - Present
Job Senior Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2012 - Present
CBIZ and Mayer Hoffman & McCann P.C. 2012 - Present
Scientific Cutting Tools, Inc. May 2007 - December 2011
Skills
GAAP, US GAAP, Accounting, Internal Controls, Auditing, CPA, Financial Accounting, Financial Analysis, Financial Statements, General Ledger, Microsoft Excel, QuickBooks, SEC filings, Sarbanes-Oxley Act, Tax Preparation
Education
California State University-Northridge 2009 — 2011
Bachelor of Science (B.S.), Accounting
California State University-Channel Islands 2006 — 2008
CBIZ MHM, LLC January 2012 - Present
CBIZ and Mayer Hoffman & McCann P.C. 2012 - Present
Scientific Cutting Tools, Inc. May 2007 - December 2011
Skills
GAAP, US GAAP, Accounting, Internal Controls, Auditing, CPA, Financial Accounting, Financial Analysis, Financial Statements, General Ledger, Microsoft Excel, QuickBooks, SEC filings, Sarbanes-Oxley Act, Tax Preparation
Education
California State University-Northridge 2009 — 2011
Bachelor of Science (B.S.), Accounting
California State University-Channel Islands 2006 — 2008
Jamie Lane, CPA's CBIZ MHM, LLC Experience February 2010 - Present
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC February 2010 - Present
Ducor Telephone Company 2007 - 2010
Skills
Tax Preparation, Financial Accounting, Payroll, QuickBooks, Auditing, CPA
Education
California State University-Bakersfield 2007 — 2010
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC February 2010 - Present
Ducor Telephone Company 2007 - 2010
Skills
Tax Preparation, Financial Accounting, Payroll, QuickBooks, Auditing, CPA
Education
California State University-Bakersfield 2007 — 2010
Bachelor of Science (B.S.), Accounting
Brandon Cooley's CBIZ MHM, LLC Experience January 2007 - January 2010
Job Financial Services | Quality Assurance | Technical Writing
Industry Financial Services
Experience
Massachusetts General Hospital January 2013 - April 2014
Defense Finance and Accounting Services January 2010 - February 2011
CBIZ MHM, LLC January 2007 - January 2010
Biogen Idec January 2005 - December 2006
Skills
Quality Assurance, Project Management, Report Writing, Customer Service, Strategic Communications, Microsoft Office, Editing, Proofreading, Financial Calculations, GMP Compliance, Electronic Document..., Crystal Reports, Security Clearance, Defense Debt Management..., Defense Jumps..., Defense Personnel..., Report Web, cGMP practices, 21 CFR Part 11..., Access, Databases
Education
Bunker Hill Community College 2011 — 2013
Massachusetts General Hospital January 2013 - April 2014
Defense Finance and Accounting Services January 2010 - February 2011
CBIZ MHM, LLC January 2007 - January 2010
Biogen Idec January 2005 - December 2006
Skills
Quality Assurance, Project Management, Report Writing, Customer Service, Strategic Communications, Microsoft Office, Editing, Proofreading, Financial Calculations, GMP Compliance, Electronic Document..., Crystal Reports, Security Clearance, Defense Debt Management..., Defense Jumps..., Defense Personnel..., Report Web, cGMP practices, 21 CFR Part 11..., Access, Databases
Education
Bunker Hill Community College 2011 — 2013
Adam Harston's CBIZ MHM, LLC Experience April 2011 - Present
Job Forensic Accountant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC April 2011 - Present
Skills
Forensic Accounting, Accounting, Tax, Tax Preparation, Financial Accounting, Corporate Tax, Financial Statements
Education
Brigham Young University - Idaho 2008 — 2011
Bachelor of Science (BS), Accounting and Economics
CBIZ MHM, LLC April 2011 - Present
Skills
Forensic Accounting, Accounting, Tax, Tax Preparation, Financial Accounting, Corporate Tax, Financial Statements
Education
Brigham Young University - Idaho 2008 — 2011
Bachelor of Science (BS), Accounting and Economics