CBIZ MHM, LLC
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CBIZ MHM, LLC Employees
Employee
Years
Job
Industry
Paul Gilmore Paul Gilmore's CBIZ MHM, LLC Experience December 2010 - August 2014
Job Accounting Information Systems: Dynamics GP, SQL, Management Reporter
Industry Accounting
Experience
Logan Consulting September 2014 - Present
CBIZ MHM, LLC December 2010 - August 2014
Ligo Products, Inc February 2006 - November 2010
Union Leasing, Inc April 2004 - January 2006
Legacy Professionals, LLP 2002 - 2004
Aerotek USA, LTD 2001 - 2002
CBIZ-MHM, Inc 1999 - 2001
MAS Consulting, Inc 1996 - 1999
Skills
Great Plains Software, Business Systems..., FRx, Management Reporter, Dynamics GP, Accounting Information..., McLeod Transportation..., Microsoft SQL Server, Training, Project Accounting, Fixed Assets, Integration, Internal Controls, Financial Reporting, Accounting Applications, Accounting, ERP, Account Reconciliation, Accounting System, Accounts Receivable, Microsoft Dynamics GP, Consulting, Financial Statements, Business Analysis, Business Intelligence, Process Improvement
Education
DeVry University 1988 — 1991
Bachelor of Science
Logan Consulting September 2014 - Present
CBIZ MHM, LLC December 2010 - August 2014
Ligo Products, Inc February 2006 - November 2010
Union Leasing, Inc April 2004 - January 2006
Legacy Professionals, LLP 2002 - 2004
Aerotek USA, LTD 2001 - 2002
CBIZ-MHM, Inc 1999 - 2001
MAS Consulting, Inc 1996 - 1999
Skills
Great Plains Software, Business Systems..., FRx, Management Reporter, Dynamics GP, Accounting Information..., McLeod Transportation..., Microsoft SQL Server, Training, Project Accounting, Fixed Assets, Integration, Internal Controls, Financial Reporting, Accounting Applications, Accounting, ERP, Account Reconciliation, Accounting System, Accounts Receivable, Microsoft Dynamics GP, Consulting, Financial Statements, Business Analysis, Business Intelligence, Process Improvement
Education
DeVry University 1988 — 1991
Bachelor of Science
Haley Horton Haley Horton's CBIZ MHM, LLC Experience March 2013 - Present
Job Marketing expert in IT, SAAS and Professional Services arenas
Industry Financial Services
Experience
CBIZ MHM, LLC March 2013 - Present
inhouseIT January 2009 - October 2011
Spam Soap January 2009 - October 2011
Weiland Golden LLP December 2008 - July 2009
BMS inc June 2004 - December 2008
HaleyPhotography July 1996 - July 2004
Skills
Email Marketing, Value Propositions, Strategy, Social Media Marketing, Blogging, Marketing, Social Media, Business Development, Management, Entrepreneurship, Sales, Start-ups, Project Management, Facebook, Cloud Computing, Google Analytics, Product Marketing, Budgets, SEO, Digital Marketing, Strategic Planning, Product Management, Account Management, Solution Selling, Marketing Communications, Online Marketing, Lead Generation, Training, Multi-channel Marketing, Managed Services, E-commerce, Strategic Partnerships, B2B, New Business Development, Marketing Management, CRM, Press Releases, Channel Partners, Salesforce.com, SaaS, Networking, Go-to-market Strategy, Demand Generation, Competitive Analysis, Web Design, Enterprise Software, Marketing Strategy, Product Development, Online Advertising, Trade Shows
Education
California State University-Fullerton 1992 — 1997
Bachelors of Arts Degree, English
CBIZ MHM, LLC March 2013 - Present
inhouseIT January 2009 - October 2011
Spam Soap January 2009 - October 2011
Weiland Golden LLP December 2008 - July 2009
BMS inc June 2004 - December 2008
HaleyPhotography July 1996 - July 2004
Skills
Email Marketing, Value Propositions, Strategy, Social Media Marketing, Blogging, Marketing, Social Media, Business Development, Management, Entrepreneurship, Sales, Start-ups, Project Management, Facebook, Cloud Computing, Google Analytics, Product Marketing, Budgets, SEO, Digital Marketing, Strategic Planning, Product Management, Account Management, Solution Selling, Marketing Communications, Online Marketing, Lead Generation, Training, Multi-channel Marketing, Managed Services, E-commerce, Strategic Partnerships, B2B, New Business Development, Marketing Management, CRM, Press Releases, Channel Partners, Salesforce.com, SaaS, Networking, Go-to-market Strategy, Demand Generation, Competitive Analysis, Web Design, Enterprise Software, Marketing Strategy, Product Development, Online Advertising, Trade Shows
Education
California State University-Fullerton 1992 — 1997
Bachelors of Arts Degree, English
Jay Alvaran Jay Alvaran's CBIZ MHM, LLC Experience March 2014 - Present
Job Account Manager at CBIZ
Industry Insurance
Experience
CBIZ MHM, LLC March 2014 - Present
Corporate Benefit Marketing March 2009 - March 2013
Bolton & Company March 2008 - March 2009
Hub International January 2007 - March 2008
Skills
Health Savings Accounts, Employee Benefits, COBRA, Disability Insurance, Health Insurance, Brokers, Health Care Reform, Insurance, Workers Compensation, Benefits Administration, Flexible Spending..., 401k, Term Life Insurance, Underwriting
Education
CSUN 2012 — 2015
Los Angeles Valley College 2004 — 2012
Associate of Arts (A.A.), Economics
CBIZ MHM, LLC March 2014 - Present
Corporate Benefit Marketing March 2009 - March 2013
Bolton & Company March 2008 - March 2009
Hub International January 2007 - March 2008
Skills
Health Savings Accounts, Employee Benefits, COBRA, Disability Insurance, Health Insurance, Brokers, Health Care Reform, Insurance, Workers Compensation, Benefits Administration, Flexible Spending..., 401k, Term Life Insurance, Underwriting
Education
CSUN 2012 — 2015
Los Angeles Valley College 2004 — 2012
Associate of Arts (A.A.), Economics
Philip Babin, CPA, CMA, FPC's CBIZ MHM, LLC Experience February 2005 - Present
Job Senior ManagerCBIZ MHM; InstructorUofM
Industry Accounting
Experience
Take Shape For Life June 2013 - Present
University of Memphis August 2012 - Present
Bellevue Baptist Church July 2011 - Present
CBIZ MHM, LLC February 2005 - Present
Christian Brothers University 2000 - Present
Memphis Literacy Council 2007 - 2009
University of Phoenix 2006 - 2009
Union University 2000 - 2006
FasTracKids International, Ltd. 2003 - 2005
FedEx June 2000 - May 2004
Skills
Teaching, Accounting, Tax, Income Tax, Payroll, Corporate Tax, Public Speaking, Budgets, CPA, Managerial Finance, Financial Accounting, Tax Law, Tax Preparation, Nonprofits, Management, Cost Accounting, Finance, GAAP, Tax Accounting, Financial Analysis, Tax Compliance, CPE, Health Education
Education
The University of Memphis 2000 — 2004
MBA, Accounting
The University of Memphis 2000 — 2004
Ed.D. - in process, Education Doctorate in Higher Education
Christian Brothers University 1979 — 1983
Bachelor of Science, Accounting
Collierville High
Collierville High
Take Shape For Life June 2013 - Present
University of Memphis August 2012 - Present
Bellevue Baptist Church July 2011 - Present
CBIZ MHM, LLC February 2005 - Present
Christian Brothers University 2000 - Present
Memphis Literacy Council 2007 - 2009
University of Phoenix 2006 - 2009
Union University 2000 - 2006
FasTracKids International, Ltd. 2003 - 2005
FedEx June 2000 - May 2004
Skills
Teaching, Accounting, Tax, Income Tax, Payroll, Corporate Tax, Public Speaking, Budgets, CPA, Managerial Finance, Financial Accounting, Tax Law, Tax Preparation, Nonprofits, Management, Cost Accounting, Finance, GAAP, Tax Accounting, Financial Analysis, Tax Compliance, CPE, Health Education
Education
The University of Memphis 2000 — 2004
MBA, Accounting
The University of Memphis 2000 — 2004
Ed.D. - in process, Education Doctorate in Higher Education
Christian Brothers University 1979 — 1983
Bachelor of Science, Accounting
Collierville High
Collierville High
Kevin Grenning, CPA Kevin Grenning, CPA's CBIZ MHM, LLC Experience December 2014 - Present
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC December 2014 - Present
Michael J. Liccar & Co. CPA August 2014 - December 2014
EY December 2013 - July 2014
CBIZ MHM, LLC August 2011 - December 2013
CBIZ MHM, LLC December 2008 - August 2011
SMART Business Advisory and Consulting May 2008 - August 2008
CBIZ MHM, LLC January 2008 - April 2008
Skills
Tax Preparation, Partnership Taxation, Tax Accounting, Tax Research, ProSystem fx Tax, Tax Returns, S Corporations, GoSystems, High Net Worth..., Tax Advisory, Tax Audit Representation, Individuals Taxation, Trust Taxation, Income Tax, Tax, Private Equity, Hedge Funds, Asset Management, Mutual Funds, CPA, Financial Reporting, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2015
Master of Science (MS), Taxation, 3.0
DePaul University 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting, 3.6
CBIZ MHM, LLC December 2014 - Present
Michael J. Liccar & Co. CPA August 2014 - December 2014
EY December 2013 - July 2014
CBIZ MHM, LLC August 2011 - December 2013
CBIZ MHM, LLC December 2008 - August 2011
SMART Business Advisory and Consulting May 2008 - August 2008
CBIZ MHM, LLC January 2008 - April 2008
Skills
Tax Preparation, Partnership Taxation, Tax Accounting, Tax Research, ProSystem fx Tax, Tax Returns, S Corporations, GoSystems, High Net Worth..., Tax Advisory, Tax Audit Representation, Individuals Taxation, Trust Taxation, Income Tax, Tax, Private Equity, Hedge Funds, Asset Management, Mutual Funds, CPA, Financial Reporting, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2015
Master of Science (MS), Taxation, 3.0
DePaul University 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting, 3.6
Kimberly Druding Kimberly Druding's CBIZ MHM, LLC Experience January 2010 - April 2010
Job Staff Accountant at University of Pennsylvania Health System
Industry Accounting
Experience
University of Pennsylvania Health System April 2012 - Present
Albert Einstein Healthcare Network September 2010 - April 2012
CBIZ MHM, LLC January 2010 - April 2010
Skills
Accounting, Microsoft Excel, Microsoft Office, General Ledger, Financial Reporting, Accounts Payable, Auditing, QuickBooks, PowerPoint, Accounts Receivable, Lawson General Ledger
Education
La Salle University 2007 — 2011
Bachelor's degree, Accounting
Drexel University
Master of Business Administration (MBA)
University of Pennsylvania Health System April 2012 - Present
Albert Einstein Healthcare Network September 2010 - April 2012
CBIZ MHM, LLC January 2010 - April 2010
Skills
Accounting, Microsoft Excel, Microsoft Office, General Ledger, Financial Reporting, Accounts Payable, Auditing, QuickBooks, PowerPoint, Accounts Receivable, Lawson General Ledger
Education
La Salle University 2007 — 2011
Bachelor's degree, Accounting
Drexel University
Master of Business Administration (MBA)
Jennifer Elton, CPA's CBIZ MHM, LLC Experience August 2011 - Present
Job Audit Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2011 - Present
The Regional Medical Center at Memphis May 2012 - January 2013
Thompson Dunavant PLC January 2006 - August 2011
Skills
Auditing, Accounting, Employee Benefits, Government, CPA, GAAP
Education
Christian Brothers University 2003 — 2007
B.S. Business Administration, Accounting
CBIZ MHM, LLC August 2011 - Present
The Regional Medical Center at Memphis May 2012 - January 2013
Thompson Dunavant PLC January 2006 - August 2011
Skills
Auditing, Accounting, Employee Benefits, Government, CPA, GAAP
Education
Christian Brothers University 2003 — 2007
B.S. Business Administration, Accounting
Brandon Ware's CBIZ MHM, LLC Experience September 2014 - Present
Job Attest Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2014 - Present
Progenity, Inc. August 2013 - September 2014
Athleisure, Inc. dba: Sun Diego Boardshops November 2005 - August 2013
Athleisure, Inc. dba: Sun Diego Boardshops January 2011 - March 2012
Skills
Networking, Customer Service, Presentations, Positive Can-do Attitude, Communication, Business Representation, Accounts Payable, Time Management, Marketing, Sales, Teamwork, Store Management, Accounting
Education
California State University-San Marcos - College of Business Administration 2011 — 2014
Accounting
Palomar College 2006 — 2010
Associate of Arts (AA), General Studies
CBIZ MHM, LLC September 2014 - Present
Progenity, Inc. August 2013 - September 2014
Athleisure, Inc. dba: Sun Diego Boardshops November 2005 - August 2013
Athleisure, Inc. dba: Sun Diego Boardshops January 2011 - March 2012
Skills
Networking, Customer Service, Presentations, Positive Can-do Attitude, Communication, Business Representation, Accounts Payable, Time Management, Marketing, Sales, Teamwork, Store Management, Accounting
Education
California State University-San Marcos - College of Business Administration 2011 — 2014
Accounting
Palomar College 2006 — 2010
Associate of Arts (AA), General Studies
Shanti Winter Shanti Winter's CBIZ MHM, LLC Experience November 2008 - June 2010
Job Currently looking for a great fulltime or parttime job.
Industry Apparel & Fashion
Experience
Saddleback College September 2014 - Present
CBIZ MHM, LLC November 2008 - June 2010
Moss Adams, LLP November 2007 - October 2008
Arch-Rite, Inc. August 2000 - November 2007
Geneva Funding Corporation February 1998 - July 2000
Skills
Accounting, Management, GAAP, Financial Reporting, CPA, US GAAP, Internal Controls, Microsoft Excel, Financial Accounting, Corporate Tax, Auditing
Education
Saddleback College 2010 — 2011
AA, Fashion Design
California State University-Fullerton 2003 — 2005
BA, Linguistics
Irvine Valley College
Saddleback College September 2014 - Present
CBIZ MHM, LLC November 2008 - June 2010
Moss Adams, LLP November 2007 - October 2008
Arch-Rite, Inc. August 2000 - November 2007
Geneva Funding Corporation February 1998 - July 2000
Skills
Accounting, Management, GAAP, Financial Reporting, CPA, US GAAP, Internal Controls, Microsoft Excel, Financial Accounting, Corporate Tax, Auditing
Education
Saddleback College 2010 — 2011
AA, Fashion Design
California State University-Fullerton 2003 — 2005
BA, Linguistics
Irvine Valley College
Tracy Luong Tracy Luong's CBIZ MHM, LLC Experience July 2008 - October 2010
Job Associate Manager
Industry Accounting
Experience
BLOWFISH SHOE LLC March 2011 - September 2012
AAA Auto Club South November 2010 - March 2011
CBIZ MHM, LLC July 2008 - October 2010
Novogradac & Company LLP January 2008 - June 2008
Skills
Internal Controls, Auditing, Financial Reporting, General Ledger, Internal Audit, Audit, Corporate Finance, E-commerce, Financial Controlling, Single Audit, Non-profits, Local Government, Accruals, Affordable Housing, PeopleSoft Financial
Education
California State University-Fullerton - College of Business and Economics 2006 — 2008
Accounting
BLOWFISH SHOE LLC March 2011 - September 2012
AAA Auto Club South November 2010 - March 2011
CBIZ MHM, LLC July 2008 - October 2010
Novogradac & Company LLP January 2008 - June 2008
Skills
Internal Controls, Auditing, Financial Reporting, General Ledger, Internal Audit, Audit, Corporate Finance, E-commerce, Financial Controlling, Single Audit, Non-profits, Local Government, Accruals, Affordable Housing, PeopleSoft Financial
Education
California State University-Fullerton - College of Business and Economics 2006 — 2008
Accounting
Drew Bringhurst's CBIZ MHM, LLC Experience January 2014 - February 2015
Job Director of Operations at Poplar Healthcare
Industry Accounting
Experience
Poplar Healthcare February 2015 - Present
CBIZ MHM, LLC January 2014 - February 2015
MemphisJobFever.com June 2011 - January 2014
Bringmor Group January 2008 - January 2014
Robert Half Finance & Accounting June 2006 - June 2008
Skills
Human Resources, Engineering, Social Media, Recruiting, Temporary Placement, Cold Calling, Sourcing, Account Management, Healthcare, Strategic Planning, Business Development, Sales, Budgets, Temporary Staffing, Outside Sales, Career Counseling, Strategy, New Business Development, Training, Talent Acquisition, Direct Sales, Building Relationships, Marketing, Lead Generation, Sales Process, Salesforce.com, B2B, Interviews
Education
Christian Brothers University 2000 — 2004
Bachelors, Management, Accounting, Finance
Poplar Healthcare February 2015 - Present
CBIZ MHM, LLC January 2014 - February 2015
MemphisJobFever.com June 2011 - January 2014
Bringmor Group January 2008 - January 2014
Robert Half Finance & Accounting June 2006 - June 2008
Skills
Human Resources, Engineering, Social Media, Recruiting, Temporary Placement, Cold Calling, Sourcing, Account Management, Healthcare, Strategic Planning, Business Development, Sales, Budgets, Temporary Staffing, Outside Sales, Career Counseling, Strategy, New Business Development, Training, Talent Acquisition, Direct Sales, Building Relationships, Marketing, Lead Generation, Sales Process, Salesforce.com, B2B, Interviews
Education
Christian Brothers University 2000 — 2004
Bachelors, Management, Accounting, Finance
Joanna Lovin Joanna Lovin's CBIZ MHM, LLC Experience May 2007 - August 2008
Job Accounting Services Manager at Bethesda Community Church (Bethesda Christian School)
Industry Accounting
Experience
Bethesda Community Church (Bethesda Christian School) February 2015 - Present
Bethesda Community Church (Bethesda Christian School) October 2011 - February 2015
Lowenthal, Webb & Odermann, P.A. January 2009 - September 2010
CBIZ MHM, LLC May 2007 - August 2008
Skills
Accounting, Non-profits, Tax Preparation, Account Reconciliation, Accounts Payable, Financial Statements, Financial Reporting, Auditing, Payroll, Tax, Tax Returns, External Audit, Small Business, QuickBooks, GAAP, Financial Accounting, Financial Analysis, US GAAP, General Ledger, Income Tax, Internal Controls
Education
Texas A&M University-Commerce 2014 — 2016
Master's Degree, Accounting
The University of Kansas 2004 — 2007
Bachelors, Accounting, Business
Concordia University-Austin 2002 — 2004
Bethesda Community Church (Bethesda Christian School) February 2015 - Present
Bethesda Community Church (Bethesda Christian School) October 2011 - February 2015
Lowenthal, Webb & Odermann, P.A. January 2009 - September 2010
CBIZ MHM, LLC May 2007 - August 2008
Skills
Accounting, Non-profits, Tax Preparation, Account Reconciliation, Accounts Payable, Financial Statements, Financial Reporting, Auditing, Payroll, Tax, Tax Returns, External Audit, Small Business, QuickBooks, GAAP, Financial Accounting, Financial Analysis, US GAAP, General Ledger, Income Tax, Internal Controls
Education
Texas A&M University-Commerce 2014 — 2016
Master's Degree, Accounting
The University of Kansas 2004 — 2007
Bachelors, Accounting, Business
Concordia University-Austin 2002 — 2004
Amy Moench's CBIZ MHM, LLC Experience 2010 - 2011
Job Nonprofit Operations Professional
Industry Nonprofit Organization Management
Experience
Kidsafe Foundation, Inc. November 2013 - Present
Independent Consultant 2011 - October 2013
CBIZ MHM, LLC 2010 - 2011
CBIZ MHM, LLC 2009 - 2010
CBIZ MHM, LLC 2004 - 2009
CBIZ MHM, LLC 2000 - 2004
Skills
Process Improvement, Corporate Social..., Non-profits, Leadership, Staff Development, Strategic Planning, Leadership Development, Recruiting, Public Speaking, Human Resources, Budgets, Consulting, Management, College Recruiting, Program Management, Nonprofits, Talent Management, Strategy, Performance Management, Fundraising, Management Consulting, Policy, Training, Personnel Management, Talent Acquisition, Interviews, Succession Planning
Education
University of Missouri-Kansas City 2009 — 2011
Master of Business Administration (MBA), Executive MBA
Drake University 1990 — 1994
Bachelor's
Kidsafe Foundation, Inc. November 2013 - Present
Independent Consultant 2011 - October 2013
CBIZ MHM, LLC 2010 - 2011
CBIZ MHM, LLC 2009 - 2010
CBIZ MHM, LLC 2004 - 2009
CBIZ MHM, LLC 2000 - 2004
Skills
Process Improvement, Corporate Social..., Non-profits, Leadership, Staff Development, Strategic Planning, Leadership Development, Recruiting, Public Speaking, Human Resources, Budgets, Consulting, Management, College Recruiting, Program Management, Nonprofits, Talent Management, Strategy, Performance Management, Fundraising, Management Consulting, Policy, Training, Personnel Management, Talent Acquisition, Interviews, Succession Planning
Education
University of Missouri-Kansas City 2009 — 2011
Master of Business Administration (MBA), Executive MBA
Drake University 1990 — 1994
Bachelor's
Chesley Wells Chesley Wells's CBIZ MHM, LLC Experience October 2007 - December 2008
Job Teacher at St. Josephs School Seattle
Industry Education Management
Experience
St. Josephs School - Seattle August 2014 - Present
St. Paul the Apostle School October 2011 - June 2014
Tutor Doctor October 2010 - October 2011
LA Surf and Swim June 2009 - October 2009
CBIZ MHM, LLC October 2007 - December 2008
Skills
Bilingual-Spanish, Able To Multi-task, Dependable, Professional, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Quickbooks, Expertise in strategic..., Time Management, Nonprofits, PowerPoint, Accounting, Event Planning, Social Networking, Teaching, Outlook, Teamwork, Access, Tutoring, QuickBooks, Research, Public Relations, Microsoft Word, Public Speaking
Education
California State University-Northridge 2010 — 2011
Credential, Single Subject Teaching Credential in Mathematics
University of California, Santa Barbara 2003 — 2007
BA, Business Economics with an emphasis in Accounting
St. Josephs School - Seattle August 2014 - Present
St. Paul the Apostle School October 2011 - June 2014
Tutor Doctor October 2010 - October 2011
LA Surf and Swim June 2009 - October 2009
CBIZ MHM, LLC October 2007 - December 2008
Skills
Bilingual-Spanish, Able To Multi-task, Dependable, Professional, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Quickbooks, Expertise in strategic..., Time Management, Nonprofits, PowerPoint, Accounting, Event Planning, Social Networking, Teaching, Outlook, Teamwork, Access, Tutoring, QuickBooks, Research, Public Relations, Microsoft Word, Public Speaking
Education
California State University-Northridge 2010 — 2011
Credential, Single Subject Teaching Credential in Mathematics
University of California, Santa Barbara 2003 — 2007
BA, Business Economics with an emphasis in Accounting
DI WANG DI WANG's CBIZ MHM, LLC Experience July 2013 - August 2013
Job Manufacturing Data Analyst at Niagara Bottling
Industry Oil & Energy
Experience
Niagara Bottling September 2015 - Present
ZNSHINE PV-TECH INC. October 2014 - April 2015
ZNSHINE PV-TECH INC. August 2014 - September 2014
CBIZ MHM, LLC July 2013 - August 2013
CHINA FUTURES CO., LTD October 2011 - August 2012
China Securities Co., Ltd. July 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Accounting, C++, Leadership, Time Management, Windows, Team Leadership, Data Analysis, Financial Modeling, Analysis
Education
DePaul University 2012 — 2015
Master of Science (MS), Computational Finance, 3.65 with distinction
South China University of Technology 2007 — 2011
Bachelor’s Degree, Finance, General
Niagara Bottling September 2015 - Present
ZNSHINE PV-TECH INC. October 2014 - April 2015
ZNSHINE PV-TECH INC. August 2014 - September 2014
CBIZ MHM, LLC July 2013 - August 2013
CHINA FUTURES CO., LTD October 2011 - August 2012
China Securities Co., Ltd. July 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Accounting, C++, Leadership, Time Management, Windows, Team Leadership, Data Analysis, Financial Modeling, Analysis
Education
DePaul University 2012 — 2015
Master of Science (MS), Computational Finance, 3.65 with distinction
South China University of Technology 2007 — 2011
Bachelor’s Degree, Finance, General
Jamie Millard Jamie Millard's CBIZ MHM, LLC Experience 2005 - 2010
Job Contract Administration at Laramar Group
Industry Real Estate
Experience
Laramar Group July 2010 - Present
CBIZ MHM, LLC 2005 - 2010
JR Engineering September 1999 - July 2005
Skills
Yardi, Apartments, Property Management, Yardi Voyager, Fair Housing, Yardi Property..., Leases, Rentals, Lease Administration, Real Estate, Affordable Housing, Contract Management, Real Estate Development, Residential Homes, Property, Contract Negotiation, Management, Budgets
Education
Colorado State University-Pueblo 1994 — 1997
Nursing Administration
Laramar Group July 2010 - Present
CBIZ MHM, LLC 2005 - 2010
JR Engineering September 1999 - July 2005
Skills
Yardi, Apartments, Property Management, Yardi Voyager, Fair Housing, Yardi Property..., Leases, Rentals, Lease Administration, Real Estate, Affordable Housing, Contract Management, Real Estate Development, Residential Homes, Property, Contract Negotiation, Management, Budgets
Education
Colorado State University-Pueblo 1994 — 1997
Nursing Administration
Sam Perera, CPA, CFE, CITP, CGMA Sam Perera, CPA, CFE, CITP, CGMA's CBIZ MHM, LLC Experience February 1999 - March 2014
Job Partner at Conrad LLP
Industry Accounting
Experience
Conrad LLP April 2014 - Present
CBIZ MHM, LLC February 1999 - March 2014
Mayer Hoffman McCann P.C. February 1999 - March 2014
WellPoint March 1998 - January 1999
Skills
Auditing, Internal Controls, GAAP, CPA, Accounting, Financial Reporting, Forensic Accounting, Assurance, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Internal Audit, SSAE16, SOC 1, Finance, SAS70, Audits of Employee..., Financial Audits, IT Audit, Certified Fraud Examiner, Cost Accounting, COSO, OMB Circular A-133, Quality Auditing, External Audit, Fraud, Government Accounting, Single Audit, FASB, Information Technology, Management Consulting, Financial Statements, Revenue Recognition, SSAE 16
Education
California State University-Northridge 1986 — 1988
Bachelor of Science, Business Administration, with an emphasis in Accounting
st benedict's
st benedict's
Conrad LLP April 2014 - Present
CBIZ MHM, LLC February 1999 - March 2014
Mayer Hoffman McCann P.C. February 1999 - March 2014
WellPoint March 1998 - January 1999
Skills
Auditing, Internal Controls, GAAP, CPA, Accounting, Financial Reporting, Forensic Accounting, Assurance, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Internal Audit, SSAE16, SOC 1, Finance, SAS70, Audits of Employee..., Financial Audits, IT Audit, Certified Fraud Examiner, Cost Accounting, COSO, OMB Circular A-133, Quality Auditing, External Audit, Fraud, Government Accounting, Single Audit, FASB, Information Technology, Management Consulting, Financial Statements, Revenue Recognition, SSAE 16
Education
California State University-Northridge 1986 — 1988
Bachelor of Science, Business Administration, with an emphasis in Accounting
st benedict's
st benedict's
Kim Faul Kim Faul's CBIZ MHM, LLC Experience June 2008 - August 2011
Job Design Manager at Coach
Industry Architecture & Planning
Experience
Coach August 2015 - Present
Coach August 2014 - August 2015
Coach May 2013 - August 2014
Louis Vuitton North America July 2012 - April 2013
KPF September 2011 - January 2012
CBIZ MHM, LLC June 2008 - August 2011
Phillips & Associates Architects June 2010 - August 2010
Skills
AutoCAD, SketchUp, Adobe Creative Suite, Photoshop, Architectural Design, Rhino, Sketching, Illustrator, Rendering, InDesign, Microsoft Excel, Bluebeam, Web Design, Vray, Ecotect
Education
Cornell University 2007 — 2012
Bachelor of Architecture, Architecture
Upper Dublin High School 2003 — 2007
Coach August 2015 - Present
Coach August 2014 - August 2015
Coach May 2013 - August 2014
Louis Vuitton North America July 2012 - April 2013
KPF September 2011 - January 2012
CBIZ MHM, LLC June 2008 - August 2011
Phillips & Associates Architects June 2010 - August 2010
Skills
AutoCAD, SketchUp, Adobe Creative Suite, Photoshop, Architectural Design, Rhino, Sketching, Illustrator, Rendering, InDesign, Microsoft Excel, Bluebeam, Web Design, Vray, Ecotect
Education
Cornell University 2007 — 2012
Bachelor of Architecture, Architecture
Upper Dublin High School 2003 — 2007
David Botwinick David Botwinick's CBIZ MHM, LLC Experience January 2009 - February 2012
Job Executive Director at Werdiger Family Office
Industry Accounting
Experience
Werdiger Family Office March 2012 - Present
CBIZ MHM ,LLC January 2009 - February 2012
Mahoney Cohen July 1996 - December 2008
Rashba & Pokart PC July 1987 - June 1996
Skills
SEC filings, Tax, GAAP, Financial Reporting, Accounting, Corporate Tax, Due Diligence, Auditing, CPA, Corporate Finance
Education
City University of New York-Brooklyn College 1973 — 1977
Accounting
Werdiger Family Office March 2012 - Present
CBIZ MHM ,LLC January 2009 - February 2012
Mahoney Cohen July 1996 - December 2008
Rashba & Pokart PC July 1987 - June 1996
Skills
SEC filings, Tax, GAAP, Financial Reporting, Accounting, Corporate Tax, Due Diligence, Auditing, CPA, Corporate Finance
Education
City University of New York-Brooklyn College 1973 — 1977
Accounting
Elijah Olachea Elijah Olachea's CBIZ MHM, LLC Experience 2014 - 2015
Job Business Operations Project Manager at University of Colorado Denver
Industry Consumer Electronics
Experience
University of Colorado 2015 - Present
CBIZ MHM, LLC 2014 - 2015
Comcentric Inc. 2014 - 2014
American Kickboxing Academy 2013 - 2014
Apple 2013 - 2014
Apple 2011 - 2013
Colorado State University 2010 - 2011
Colorado State University 2007 - 2010
Skills
Personal Training, Time Management, Sales, Public Speaking, Public Health, Employee Wellness, Strength & Conditioning, Cpr Certified, Program Management, Exercise Physiology, Health Assessment, Counseling Psychology, Blood Pressure, Organizational..., Motivational Speaking, Relaxation Therapy, CrossFit, Troubleshooting, Deductive Reasoning, Recruiting, Customer Service, Training, Microsoft Excel, CPR Certified, Management, Marketing, Microsoft Word, Social Media, Event Planning, Leadership
Education
Colorado State University 2006 — 2011
Bachelor of Science, Health and Exercise Science; Health Promotion
Colorado State University 2006 — 2011
Bachelor of Science, Psychology
University of Colorado 2015 - Present
CBIZ MHM, LLC 2014 - 2015
Comcentric Inc. 2014 - 2014
American Kickboxing Academy 2013 - 2014
Apple 2013 - 2014
Apple 2011 - 2013
Colorado State University 2010 - 2011
Colorado State University 2007 - 2010
Skills
Personal Training, Time Management, Sales, Public Speaking, Public Health, Employee Wellness, Strength & Conditioning, Cpr Certified, Program Management, Exercise Physiology, Health Assessment, Counseling Psychology, Blood Pressure, Organizational..., Motivational Speaking, Relaxation Therapy, CrossFit, Troubleshooting, Deductive Reasoning, Recruiting, Customer Service, Training, Microsoft Excel, CPR Certified, Management, Marketing, Microsoft Word, Social Media, Event Planning, Leadership
Education
Colorado State University 2006 — 2011
Bachelor of Science, Health and Exercise Science; Health Promotion
Colorado State University 2006 — 2011
Bachelor of Science, Psychology
Pina Patel, CPA Pina Patel, CPA's CBIZ MHM, LLC Experience January 2008 - December 2012
Job Senior Auditor at Burr Pilger Mayer
Industry Accounting
Experience
Burr Pilger Mayer August 2012 - Present
CBIZ MHM, LLC January 2008 - December 2012
CBIZ MHM, LLC July 2006 - December 2007
Skills
Auditing, Financial Analysis, Accounting, OMB Circular A-133, Nonprofits, Internal Controls, Risk Assessment, Financial Audits, Compilation Of..., US GAAP, CPA
Education
California State University-Fullerton 2002 — 2006
Accounting
Burr Pilger Mayer August 2012 - Present
CBIZ MHM, LLC January 2008 - December 2012
CBIZ MHM, LLC July 2006 - December 2007
Skills
Auditing, Financial Analysis, Accounting, OMB Circular A-133, Nonprofits, Internal Controls, Risk Assessment, Financial Audits, Compilation Of..., US GAAP, CPA
Education
California State University-Fullerton 2002 — 2006
Accounting
Jason Volpe, 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 October 2011 - August 2013
Lipscomb & Pitts Insurance, LLC October 2010 - October 2011
Skills
Auditing, GAAP, CPA, US GAAP, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Tax, Partnership Taxation, Tax Research, Financial Analysis, Microsoft Excel, External Audit, Assurance
Education
The University of Memphis 2010 — 2012
Masters of Accounting, Accounting
Christian Brothers University 2006 — 2010
Bachelor's degree, Accounting
Christian Brothers High School 2002 — 2006
CBIZ MHM, LLC August 2013 - Present
CBIZ MHM, LLC October 2011 - August 2013
Lipscomb & Pitts Insurance, LLC October 2010 - October 2011
Skills
Auditing, GAAP, CPA, US GAAP, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Tax, Partnership Taxation, Tax Research, Financial Analysis, Microsoft Excel, External Audit, Assurance
Education
The University of Memphis 2010 — 2012
Masters of Accounting, Accounting
Christian Brothers University 2006 — 2010
Bachelor's degree, Accounting
Christian Brothers High School 2002 — 2006
Sean Kumar, MBA's CBIZ MHM, LLC Experience November 2011 - August 2013
Job Career Counselor Expert: I help students move towards their dreams
Industry Higher Education
Experience
Pepperdine University Graziadio School of Business and Management November 2014 - Present
Professional Independent Ventures November 2003 - Present
CBIZ MHM, LLC November 2011 - August 2013
Fitness Club Warehouse, Inc. August 2010 - March 2011
Axiom Health August 2008 - June 2010
Innovative Diagnostics Medical Group, Inc. February 2006 - August 2008
Skills
Career Development..., Career Counseling, Career Strategist, Resume Writing, Screening Resumes, Social Networking, Career Opportunities, Career Management, Job Coaching, Presentation Skills, Networking, Elevator Pitch, Accounting, Career Assessment, Career Development, Sales Presentations, Financial Accounting, Finance, Auditing, Leadership, Financial Analysis, QuickBooks, Management, Career Skills, Internal Controls, Financial Statements, Tax, Accounts Payable, Accounts Receivable, Cash Flow, Income Tax, Small Business, Corporate Tax, Budgets, Bookkeeping, Business Planning, Marketing, Microsoft Office
Education
California State University-Dominguez Hills 2007 — 2009
Master of Business Administration, Finance
California State University-Dominguez Hills 2008 — 2008
Certificate, Accounting
California State University-Dominguez Hills 2005 — 2006
Bachelor of Science, Marketing
Santa Monica College 2003 — 2005
Associate of Arts, Business
Santa Monica High School 1996 — 2000
High School
Pepperdine University Graziadio School of Business and Management November 2014 - Present
Professional Independent Ventures November 2003 - Present
CBIZ MHM, LLC November 2011 - August 2013
Fitness Club Warehouse, Inc. August 2010 - March 2011
Axiom Health August 2008 - June 2010
Innovative Diagnostics Medical Group, Inc. February 2006 - August 2008
Skills
Career Development..., Career Counseling, Career Strategist, Resume Writing, Screening Resumes, Social Networking, Career Opportunities, Career Management, Job Coaching, Presentation Skills, Networking, Elevator Pitch, Accounting, Career Assessment, Career Development, Sales Presentations, Financial Accounting, Finance, Auditing, Leadership, Financial Analysis, QuickBooks, Management, Career Skills, Internal Controls, Financial Statements, Tax, Accounts Payable, Accounts Receivable, Cash Flow, Income Tax, Small Business, Corporate Tax, Budgets, Bookkeeping, Business Planning, Marketing, Microsoft Office
Education
California State University-Dominguez Hills 2007 — 2009
Master of Business Administration, Finance
California State University-Dominguez Hills 2008 — 2008
Certificate, Accounting
California State University-Dominguez Hills 2005 — 2006
Bachelor of Science, Marketing
Santa Monica College 2003 — 2005
Associate of Arts, Business
Santa Monica High School 1996 — 2000
High School
Boya Wang's CBIZ MHM, LLC Experience January 2015 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
Vanguard December 2014 - January 2015
U-combination Technology(USA)Inc March 2014 - September 2014
Skills
Accounting, Financial Analysis, PowerPoint, Financial Accounting, SAP, Data Analysis, QuickBooks, Corporate Tax, Income Tax, Managerial Finance, Peachtree, Outlook, Investments
Education
Drexel University 2012 — 2013
Master's degree, Accounting, 3.75
California State University-Chico 2011 — 2012
Exchange student, Accounting
Huazhong University of Science and Technology 2008 — 2012
Bachelor's degree, Taxation, Major GPA: 3.75/4.00
CBIZ MHM, LLC January 2015 - Present
Vanguard December 2014 - January 2015
U-combination Technology(USA)Inc March 2014 - September 2014
Skills
Accounting, Financial Analysis, PowerPoint, Financial Accounting, SAP, Data Analysis, QuickBooks, Corporate Tax, Income Tax, Managerial Finance, Peachtree, Outlook, Investments
Education
Drexel University 2012 — 2013
Master's degree, Accounting, 3.75
California State University-Chico 2011 — 2012
Exchange student, Accounting
Huazhong University of Science and Technology 2008 — 2012
Bachelor's degree, Taxation, Major GPA: 3.75/4.00
Mykel Ellen Robinson's CBIZ MHM, LLC Experience August 2013 - Present
Job Owner at Mykel Ellen Photography & Mykel & Lizzy Photography & Executive Assistant at CBIZ MHM, LLC
Industry Photography
Experience
Mykel Ellen Photography May 2015 - Present
Mykel & Lizzy Photography January 2015 - Present
CBIZ MHM, LLC August 2013 - Present
Protiviti August 2010 - January 2013
Skills
Accounting, Financial Accounting, Financial Analysis, Internal Controls, Auditing, Financial Reporting, GAAP, Internal Audit, Portrait Photography, Wedding Photography, Real Estate Photography
Education
Florida State University 2009 — 2009
Master's Degree, Accounting
Clemson University 2004 — 2008
Bachelor's Degree, Accounting
Mykel Ellen Photography May 2015 - Present
Mykel & Lizzy Photography January 2015 - Present
CBIZ MHM, LLC August 2013 - Present
Protiviti August 2010 - January 2013
Skills
Accounting, Financial Accounting, Financial Analysis, Internal Controls, Auditing, Financial Reporting, GAAP, Internal Audit, Portrait Photography, Wedding Photography, Real Estate Photography
Education
Florida State University 2009 — 2009
Master's Degree, Accounting
Clemson University 2004 — 2008
Bachelor's Degree, Accounting
Wade Miller, CPA, CCIFP Wade Miller, CPA, CCIFP's CBIZ MHM, LLC Experience January 2006 - September 2013
Job Manager at Bradley Consulting
Industry Accounting
Experience
Bradley Consulting Group September 2013 - Present
CBIZ MHM, LLC January 2006 - September 2013
Skills
Accounting and Auditing..., Accounting and Auditing..., Accounting and Auditing..., Accounting and Auditing..., Accounting and Auditing..., Accounting and Auditing..., Accounting and Auditing..., CPA, Internal Controls, GAAP, Not for Profit, SEC filings, Accounting, Finance, Auditing, US GAAP, Financial Accounting, Financial Statements, Partnership Taxation, Tax, Tax Preparation, Revenue Recognition
Education
Colorado State University 2002 — 2005
B.S., Accounting
Bradley Consulting Group September 2013 - Present
CBIZ MHM, LLC January 2006 - September 2013
Skills
Accounting and Auditing..., Accounting and Auditing..., Accounting and Auditing..., Accounting and Auditing..., Accounting and Auditing..., Accounting and Auditing..., Accounting and Auditing..., CPA, Internal Controls, GAAP, Not for Profit, SEC filings, Accounting, Finance, Auditing, US GAAP, Financial Accounting, Financial Statements, Partnership Taxation, Tax, Tax Preparation, Revenue Recognition
Education
Colorado State University 2002 — 2005
B.S., Accounting
Piyush Modi, CPA Piyush Modi, CPA's CBIZ MHM, LLC Experience January 2015 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC August 2013 - December 2014
CBIZ MHM, LLC August 2010 - July 2013
CBIZ MHM, LLC January 2008 - July 2010
Skills
Tax Preparation, Income Tax, Corporate Tax, Tax Accounting, Tax Law, Individual Taxation, high net worth..., Partnership Taxation, Tax Returns Review, Tax Research, State Taxation, Multi-State Taxation, Gift Tax, Financial Accounting, Tax Returns, High Net Worth..., Tax, CPA, Fixed Assets, FIN 48, S Corporations, CCH ProSystem fx, Multi-State Sales Tax, US Tax, QuickBooks, Personal Tax Planning, Financial Planners, ProSystem fx Tax, State Tax, Tax Advisory, Revenue Recognition, Financial Statements, Journal Entries, Consolidated Returns, Multi-state tax returns, International Tax, GoSystems, General Ledger, Trust Taxation, CCH Intelliconnect
Education
California State University-Northridge 2007 — 2008
Bachelor of Science (B.S.), Accounting and Information System
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC August 2013 - December 2014
CBIZ MHM, LLC August 2010 - July 2013
CBIZ MHM, LLC January 2008 - July 2010
Skills
Tax Preparation, Income Tax, Corporate Tax, Tax Accounting, Tax Law, Individual Taxation, high net worth..., Partnership Taxation, Tax Returns Review, Tax Research, State Taxation, Multi-State Taxation, Gift Tax, Financial Accounting, Tax Returns, High Net Worth..., Tax, CPA, Fixed Assets, FIN 48, S Corporations, CCH ProSystem fx, Multi-State Sales Tax, US Tax, QuickBooks, Personal Tax Planning, Financial Planners, ProSystem fx Tax, State Tax, Tax Advisory, Revenue Recognition, Financial Statements, Journal Entries, Consolidated Returns, Multi-state tax returns, International Tax, GoSystems, General Ledger, Trust Taxation, CCH Intelliconnect
Education
California State University-Northridge 2007 — 2008
Bachelor of Science (B.S.), Accounting and Information System
Terry Stabiner Terry Stabiner's CBIZ MHM, LLC Experience October 2011 - Present
Job Human Resources Director at CBIZ MHM
Industry Financial Services
Experience
CBIZ MHM, LLC October 2011 - Present
Lewis Floor & Home July 2004 - October 2011
Robert Arden & Associates, Inc. 2001 - 2004
Segal McCambridge Singer & Mahoney, Ltd. and The Bensman Group, Ltd. 2001 - 2001
Rootberg Business Services, Inc. (now CBIZ MHM, LLC) 1984 - 1999
Skills
Employee Relations, Performance Management, Recruiting, Employee Benefits, Human Resources, Payroll, HR Consulting, Benefits Administration, Deferred Compensation, Interviews, Sourcing, Onboarding, Talent Acquisition, Talent Management, Applicant Tracking..., Career Counseling, Training, Management, New Hire Orientations, Sales, Internet Recruiting, Personnel Management, Policy, Executive Search, Hiring, Leadership, Career Development, Succession Planning, HRIS, College Recruiting, Technical Recruiting, Time Management, Benefits Negotiation, Taleo, Workforce Planning, FMLA, Job Descriptions, HR Policies, Labor Relations, Employer Branding, Organizational..., Employee Engagement, Employee Handbooks
Education
DePaul University
Master of Science in Taxation, Tax
The University of Texas at Austin
Bachlor of Business Administration, Accounting
CBIZ MHM, LLC October 2011 - Present
Lewis Floor & Home July 2004 - October 2011
Robert Arden & Associates, Inc. 2001 - 2004
Segal McCambridge Singer & Mahoney, Ltd. and The Bensman Group, Ltd. 2001 - 2001
Rootberg Business Services, Inc. (now CBIZ MHM, LLC) 1984 - 1999
Skills
Employee Relations, Performance Management, Recruiting, Employee Benefits, Human Resources, Payroll, HR Consulting, Benefits Administration, Deferred Compensation, Interviews, Sourcing, Onboarding, Talent Acquisition, Talent Management, Applicant Tracking..., Career Counseling, Training, Management, New Hire Orientations, Sales, Internet Recruiting, Personnel Management, Policy, Executive Search, Hiring, Leadership, Career Development, Succession Planning, HRIS, College Recruiting, Technical Recruiting, Time Management, Benefits Negotiation, Taleo, Workforce Planning, FMLA, Job Descriptions, HR Policies, Labor Relations, Employer Branding, Organizational..., Employee Engagement, Employee Handbooks
Education
DePaul University
Master of Science in Taxation, Tax
The University of Texas at Austin
Bachlor of Business Administration, Accounting
Jim Colville Jim Colville's CBIZ MHM, LLC Experience 2004 - 2006
Job CPA, CFE, CFF Audits & Reviews | Fraud & Forensic Accounting | Elder Fraud & Financial Abuse | Taxes
Industry Accounting
Experience
Jim Colville CPA 1982 - Present
Nation Smith Hermes Diamond 2004 - 2006
CBIZ MHM, LLC 2004 - 2006
Skills
CPA, GAAP, Private Foundations, Tax Preparation, Accounting, SEC filings, Forensic Accounting, Auditing, Litigation Support, Revenue Recognition, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Cost Accounting, Business Valuation, Sarbanes-Oxley, Fraud, General Ledger, Financial Reporting, Due Diligence, Financial Audits, Mergers & Acquisitions, Certified Fraud Examiner, Finance, Financial Accounting, US GAAP, External Audit, Income Tax, Corporate Tax, Tax Accounting, Tax Research, Tax, Financial Statements, QuickBooks, Tax Returns, Partnership Taxation, Accountants, S Corporations, Tax Advisory, Consolidation, Bookkeeping, Sales Tax, International Tax, Fixed Assets, Cash Flow
Education
California State University-Long Beach
Bachelor of Science, Accounting
Jim Colville CPA 1982 - Present
Nation Smith Hermes Diamond 2004 - 2006
CBIZ MHM, LLC 2004 - 2006
Skills
CPA, GAAP, Private Foundations, Tax Preparation, Accounting, SEC filings, Forensic Accounting, Auditing, Litigation Support, Revenue Recognition, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Cost Accounting, Business Valuation, Sarbanes-Oxley, Fraud, General Ledger, Financial Reporting, Due Diligence, Financial Audits, Mergers & Acquisitions, Certified Fraud Examiner, Finance, Financial Accounting, US GAAP, External Audit, Income Tax, Corporate Tax, Tax Accounting, Tax Research, Tax, Financial Statements, QuickBooks, Tax Returns, Partnership Taxation, Accountants, S Corporations, Tax Advisory, Consolidation, Bookkeeping, Sales Tax, International Tax, Fixed Assets, Cash Flow
Education
California State University-Long Beach
Bachelor of Science, Accounting
Anastassia Jurtsenko, CPA Anastassia Jurtsenko, CPA's CBIZ MHM, LLC Experience January 2009 - October 2012
Job Senior Tax Accountant at Ernst & Young
Industry Accounting
Experience
Ernst & Young October 2012 - Present
CBIZ MHM, LLC January 2009 - October 2012
Skills
Accounting, Tax Compliance, Financial Accounting, Journal Entries, Account Reconciliation, Tax Preparation, Income Tax, Corporate Tax, Tax Accounting, Trust Accounting, Manufacturing, Real Estate, Tax
Education
California State University-Northridge 2005 — 2008
bachelor of science, accounting & finance
Santa Monica College 2002 — 2005
associate of arts, tourism and hospitality
Ernst & Young October 2012 - Present
CBIZ MHM, LLC January 2009 - October 2012
Skills
Accounting, Tax Compliance, Financial Accounting, Journal Entries, Account Reconciliation, Tax Preparation, Income Tax, Corporate Tax, Tax Accounting, Trust Accounting, Manufacturing, Real Estate, Tax
Education
California State University-Northridge 2005 — 2008
bachelor of science, accounting & finance
Santa Monica College 2002 — 2005
associate of arts, tourism and hospitality
Bryan Koch Bryan Koch's CBIZ MHM, LLC Experience August 2011 - Present
Job Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2011 - Present
Thompson Dunavant PLC January 2000 - July 2011
Skills
Tax, Tax Research, Process Improvement, Corporate Tax, Income Tax, CPA, Healthcare
Education
Christian Brothers University 1996 — 2000
Bachelors of Business Administration, Accounting
Christian Brothers High School 1992 — 1996
High School Diploma
CBIZ MHM, LLC August 2011 - Present
Thompson Dunavant PLC January 2000 - July 2011
Skills
Tax, Tax Research, Process Improvement, Corporate Tax, Income Tax, CPA, Healthcare
Education
Christian Brothers University 1996 — 2000
Bachelors of Business Administration, Accounting
Christian Brothers High School 1992 — 1996
High School Diploma
Lori Hammond, CPA Lori Hammond, CPA's CBIZ MHM, LLC Experience March 1997 - Present
Job CPA/Advanced QuickBooks Certified ProAdvisor Owner of 8N Business Solutions, PC & Senior Manager at CBIZ MHM, LLCUTAH
Industry Accounting
Experience
8N Business Solutions, PC January 2005 - Present
CBIZ MHM, LLC March 1997 - Present
Heard Gardens 1993 - 1997
Deloitte & Touche 1988 - 1993
McGladrey & Pullen 1984 - 1986
Skills
Tax Preparation, Income Tax, Accounting, ProAdvisor, QuickBooks, Financial Statements, General Ledger, Internal Controls, Advanced Quickbooks..., System Conversions and..., QuickBooks Certified..., QuickBooks Enterprise..., Internal Audit, Payroll Taxes, Tax Returns, Accountants, Management, Microsoft Excel, Preparation, Auditing, Partnership Taxation, Sales Tax, Corporate Tax, Tax Accounting, Tax, GAAP, Forensic Accounting, Tax Research
Education
Drake University 1986 — 1988
BSBA, Accounting
Des Moines Area Community College 1993 — 1995
AAS, Commercial Horticulture
Des Moines Area Community College 1979 — 1981
AAS, Accounting Specialist
Dallas Community
Fishbowl training
8N Business Solutions, PC January 2005 - Present
CBIZ MHM, LLC March 1997 - Present
Heard Gardens 1993 - 1997
Deloitte & Touche 1988 - 1993
McGladrey & Pullen 1984 - 1986
Skills
Tax Preparation, Income Tax, Accounting, ProAdvisor, QuickBooks, Financial Statements, General Ledger, Internal Controls, Advanced Quickbooks..., System Conversions and..., QuickBooks Certified..., QuickBooks Enterprise..., Internal Audit, Payroll Taxes, Tax Returns, Accountants, Management, Microsoft Excel, Preparation, Auditing, Partnership Taxation, Sales Tax, Corporate Tax, Tax Accounting, Tax, GAAP, Forensic Accounting, Tax Research
Education
Drake University 1986 — 1988
BSBA, Accounting
Des Moines Area Community College 1993 — 1995
AAS, Commercial Horticulture
Des Moines Area Community College 1979 — 1981
AAS, Accounting Specialist
Dallas Community
Fishbowl training
Rebekah Jackson Rebekah Jackson's CBIZ MHM, LLC Experience June 2014 - July 2014
Job Audit Intern at CBIZ MHM, LLC
Industry Accounting
Experience
Aerotek 2014 - Present
CBIZ MHM, LLC June 2014 - July 2014
Delta Sigma Theta Sorority, Inc. December 2013 - May 2014
The University of Arizona August 2013 - May 2014
Beta Alpha Psi Beta Omicrom Chapter May 2013 - May 2014
CBIZ MHM, LLC May 2013 - May 2013
European Wax Center July 2012 - November 2012
Hotdog on a Stick December 2007 - June 2012
Alexander Aesthetics June 2011 - August 2011
Skills
Customer Service, Chemical Peels, Sales, Organization, Marketing, Skin Care, Written & Oral..., Teamwork, Time Management, PowerPoint, Facials, Consulting, Microsoft Word, Waxing, Event Planning, Accounting, Microsoft Excel, Research, Public Speaking, Microsoft Office, Social Networking, Leadership
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor's degree in Business Administration, Accounting
East Valley Institute of Technology 2009 — 2010
License, Esthetician
Aerotek 2014 - Present
CBIZ MHM, LLC June 2014 - July 2014
Delta Sigma Theta Sorority, Inc. December 2013 - May 2014
The University of Arizona August 2013 - May 2014
Beta Alpha Psi Beta Omicrom Chapter May 2013 - May 2014
CBIZ MHM, LLC May 2013 - May 2013
European Wax Center July 2012 - November 2012
Hotdog on a Stick December 2007 - June 2012
Alexander Aesthetics June 2011 - August 2011
Skills
Customer Service, Chemical Peels, Sales, Organization, Marketing, Skin Care, Written & Oral..., Teamwork, Time Management, PowerPoint, Facials, Consulting, Microsoft Word, Waxing, Event Planning, Accounting, Microsoft Excel, Research, Public Speaking, Microsoft Office, Social Networking, Leadership
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor's degree in Business Administration, Accounting
East Valley Institute of Technology 2009 — 2010
License, Esthetician
J. Daniel Maxwell, CPA's CBIZ MHM, LLC Experience August 2006 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2006 - Present
Morgan Stanley November 2003 - June 2006
Skills
Tax, Accounting, CPA, Auditing, Internal Controls, Corporate Tax, Financial Reporting, External Audit, Financial Accounting, Income Tax, Forensic Accounting, Assurance, Public Speaking, Business Valuation, Financial Analysis, Tax Accounting
Education
Denver Seminary 2012 — 2016
Master of Divinity (MDiv)
Georgia State University 1998 — 2002
Bachelor's degree, Accounting and Finance
CBIZ MHM, LLC August 2006 - Present
Morgan Stanley November 2003 - June 2006
Skills
Tax, Accounting, CPA, Auditing, Internal Controls, Corporate Tax, Financial Reporting, External Audit, Financial Accounting, Income Tax, Forensic Accounting, Assurance, Public Speaking, Business Valuation, Financial Analysis, Tax Accounting
Education
Denver Seminary 2012 — 2016
Master of Divinity (MDiv)
Georgia State University 1998 — 2002
Bachelor's degree, Accounting and Finance
Jay Graham, CPA, MT Jay Graham, CPA, MT's CBIZ MHM, LLC Experience January 2013 - Present
Job Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2013 - Present
True Partners Consulting June 2010 - January 2013
Amper, Politziner & Mattia, LLP November 2007 - June 2010
PricewaterhouseCoopers September 2000 - November 2007
KPMG 1997 - 2000
Ernst & Young 1989 - 1994
Skills
Tax Research, Corporate Tax, Tax, Tax Accounting, Income Tax, Tax Outsourcing /...
Education
Villanova University School of Law 1997 — 2001
MT, Taxation
Drexel University - LeBow College of Business 1988 — 1992
BS, Accounting
Rutgers University-New Brunswick 1987 — 1988
WTHS
CBIZ MHM, LLC January 2013 - Present
True Partners Consulting June 2010 - January 2013
Amper, Politziner & Mattia, LLP November 2007 - June 2010
PricewaterhouseCoopers September 2000 - November 2007
KPMG 1997 - 2000
Ernst & Young 1989 - 1994
Skills
Tax Research, Corporate Tax, Tax, Tax Accounting, Income Tax, Tax Outsourcing /...
Education
Villanova University School of Law 1997 — 2001
MT, Taxation
Drexel University - LeBow College of Business 1988 — 1992
BS, Accounting
Rutgers University-New Brunswick 1987 — 1988
WTHS
Thomas Van Hazebroeck Thomas Van Hazebroeck's CBIZ MHM, LLC Experience September 2006 - May 2009
Job Certified Public Accountant / President & CEO at Thomas J. Van Hazebroeck, LLC
Industry Accounting
Experience
CBIZ MHM LLC September 2006 - May 2009
Evers & Fox, PC 2004 - 2005
George A. Pennington & Co., LLC 2000 - 2004
Skills
Tax Planning, Tax Preparation, Corporate Tax, QuickBooks, CPA, Tax Problem Resolution, Business Income Taxes, Personal Income Taxes, S Corporation Tax, Partnership & LLC Tax, Trust Tax, Estate & Gift Tax, Small Business, Partnership Taxation
Education
University of Illinois at Urbana-Champaign 1965 — 1969
BS
De Paul University
MBA
CBIZ MHM LLC September 2006 - May 2009
Evers & Fox, PC 2004 - 2005
George A. Pennington & Co., LLC 2000 - 2004
Skills
Tax Planning, Tax Preparation, Corporate Tax, QuickBooks, CPA, Tax Problem Resolution, Business Income Taxes, Personal Income Taxes, S Corporation Tax, Partnership & LLC Tax, Trust Tax, Estate & Gift Tax, Small Business, Partnership Taxation
Education
University of Illinois at Urbana-Champaign 1965 — 1969
BS
De Paul University
MBA
Nancy L Foster, CFE Nancy L Foster, CFE's CBIZ MHM, LLC Experience February 2014 - Present
Job Manager at CBIZ MHM LLC
Industry Financial Services
Experience
CBIZ MHM LLC February 2014 - Present
PriceKubecka, PLLC 2012 - January 2014
Lenders Consulting Group July 2009 - September 2012
Evergreen Collateral Consulting March 2004 - July 2009
BDO LLP/Freed Maxick 1995 - March 2004
Marine Midland Bank (HSBC) February 1985 - March 1995
Manufacturers Hanover Bank March 1979 - February 1985
Skills
Securitization, Capital, Brokerage, Bankruptcy, Cost Accounting, Financial Analysis, Loans, Internal Controls, Cash Flow, Asset Based Lending, Auditing, Due Diligence, Factoring, Internal Audit, Accounts Receivable, Corporate Finance, Accounting, Credit Analysis, Finance, Banking, Credit Risk, Account Reconciliation, Cash Management, Credit, Financial Reporting
Education
D'Youville College 1980 — 1984
BS, Accounting
CBIZ MHM LLC February 2014 - Present
PriceKubecka, PLLC 2012 - January 2014
Lenders Consulting Group July 2009 - September 2012
Evergreen Collateral Consulting March 2004 - July 2009
BDO LLP/Freed Maxick 1995 - March 2004
Marine Midland Bank (HSBC) February 1985 - March 1995
Manufacturers Hanover Bank March 1979 - February 1985
Skills
Securitization, Capital, Brokerage, Bankruptcy, Cost Accounting, Financial Analysis, Loans, Internal Controls, Cash Flow, Asset Based Lending, Auditing, Due Diligence, Factoring, Internal Audit, Accounts Receivable, Corporate Finance, Accounting, Credit Analysis, Finance, Banking, Credit Risk, Account Reconciliation, Cash Management, Credit, Financial Reporting
Education
D'Youville College 1980 — 1984
BS, Accounting
Wendy Spindler Wendy Spindler's CBIZ MHM, LLC Experience January 2006 - July 2011
Job Communications Assistant at J. Paul Getty Trust
Industry Marketing and Advertising
Experience
J. Paul Getty Trust April 2013 - Present
CBIZ MHM, LLC January 2006 - July 2011
2005 - 2006TMG International August 2005 - January 2006
2004 - 2005House of Taylor Jewelry March 2004 - August 2005
House of Taylor Jewelry April 2004 - July 2005
Education
California State University-Long Beach - College of Business Administration 2000 — 2004
Business Administration, Marketing
California State University-Long Beach
B.A. Business Administration, Marketing
J. Paul Getty Trust April 2013 - Present
CBIZ MHM, LLC January 2006 - July 2011
2005 - 2006TMG International August 2005 - January 2006
2004 - 2005House of Taylor Jewelry March 2004 - August 2005
House of Taylor Jewelry April 2004 - July 2005
Education
California State University-Long Beach - College of Business Administration 2000 — 2004
Business Administration, Marketing
California State University-Long Beach
B.A. Business Administration, Marketing
Gary Prugh Gary Prugh's CBIZ MHM, LLC Experience September 2012 - October 2013
Job Portfolio Management at Keystone Property Group
Industry Real Estate
Experience
Keystone Property Group March 2014 - Present
Haven Real Estate October 2013 - February 2014
CBIZ MHM, LLC September 2012 - October 2013
Somerset Properties November 2011 - January 2012
TRECAP Partners (formerly Capmark Investments & GMAC Investments) January 2003 - September 2011
Legg Mason Real Estate October 2002 - January 2003
Keystone Property Trust October 2000 - September 2002
Cushman & Wakefield January 2000 - September 2000
Lend Lease/Equitable Real Estate April 1989 - December 1999
Laventhol & Horwath April 1984 - March 1989
Skills
Due Diligence, Real Estate, Appraisals, Valuation, Dispositions, Real Estate Investment, Portfolio Management, Investment Properties, Asset Management, Asset Managment, Disposition, Investments, Property Management, Commercial Real Estate, Leases, Strategy, Strategic Planning, Loans, Real Estate Development, Real Estate Transactions, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Real Estate Economics, Brokerage, Property, Risk Management, Investors, Negotiation, Underwriting, Business Planning, Market Analysis, Acquisitions
Education
Drexel University 1984 — 1986
MBA, Finance/Investment
Millersville University of Pennsylvania 1975 — 1979
BA, Economics
Keystone Property Group March 2014 - Present
Haven Real Estate October 2013 - February 2014
CBIZ MHM, LLC September 2012 - October 2013
Somerset Properties November 2011 - January 2012
TRECAP Partners (formerly Capmark Investments & GMAC Investments) January 2003 - September 2011
Legg Mason Real Estate October 2002 - January 2003
Keystone Property Trust October 2000 - September 2002
Cushman & Wakefield January 2000 - September 2000
Lend Lease/Equitable Real Estate April 1989 - December 1999
Laventhol & Horwath April 1984 - March 1989
Skills
Due Diligence, Real Estate, Appraisals, Valuation, Dispositions, Real Estate Investment, Portfolio Management, Investment Properties, Asset Management, Asset Managment, Disposition, Investments, Property Management, Commercial Real Estate, Leases, Strategy, Strategic Planning, Loans, Real Estate Development, Real Estate Transactions, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Real Estate Economics, Brokerage, Property, Risk Management, Investors, Negotiation, Underwriting, Business Planning, Market Analysis, Acquisitions
Education
Drexel University 1984 — 1986
MBA, Finance/Investment
Millersville University of Pennsylvania 1975 — 1979
BA, Economics
Megan Wortham Murdock's CBIZ MHM, LLC Experience January 2012 - Present
Job Marketing Manager at CBIZ MHM, LLC Memphis & Tampa Bay
Industry Accounting
Experience
CBIZ MHM, LLC January 2012 - Present
Robert Half Finance & Accounting May 2011 - January 2012
Thompson Dunavant PLC - Now CBIZ MHM, LLC August 2007 - April 2011
Askew Nixon Ferguson Architects July 2005 - July 2007
Barret School of Banking January 2003 - August 2005
Skills
Marketing, Social Media, Public Relations, Sales, Client Development, Professional Services, Budgets, Financial Analysis, Strategic Planning, Forecasting, Recruiting, Salesforce.com, Event Management, Event Planning, Customer Service, Nonprofits
Education
The University of Memphis 2006 — 2008
Masters, Public Relations/Journalism
Christian Brothers University 2001 — 2005
Bachelors, English for Corporate Communications
St. Agnes Academy 1997 — 2001
High School Diploma
CBIZ MHM, LLC January 2012 - Present
Robert Half Finance & Accounting May 2011 - January 2012
Thompson Dunavant PLC - Now CBIZ MHM, LLC August 2007 - April 2011
Askew Nixon Ferguson Architects July 2005 - July 2007
Barret School of Banking January 2003 - August 2005
Skills
Marketing, Social Media, Public Relations, Sales, Client Development, Professional Services, Budgets, Financial Analysis, Strategic Planning, Forecasting, Recruiting, Salesforce.com, Event Management, Event Planning, Customer Service, Nonprofits
Education
The University of Memphis 2006 — 2008
Masters, Public Relations/Journalism
Christian Brothers University 2001 — 2005
Bachelors, English for Corporate Communications
St. Agnes Academy 1997 — 2001
High School Diploma
Nicole.WenShan Li Nicole.WenShan Li's CBIZ MHM, LLC Experience February 2012 - May 2012
Job Senior Financial Analyst at The Clorox Company
Industry Consumer Goods
Experience
The Clorox Company March 2015 - Present
The Clorox Company September 2013 - February 2015
The Clorox Company September 2012 - August 2013
CBIZ MHM, LLC February 2012 - May 2012
Skills
Financial Reporting, Account Reconciliation, Financial Accounting, Accounting, Microsoft Excel, Accounts Receivable, Tax, General Ledger, Financial Analysis, Income Tax, Internal Controls, Variance Analysis, Sarbanes-Oxley Act, Cost Accounting, US GAAP, Tax Preparation
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (B.A.), Major - Business Economics, Minor - Accounting, Magna Cum Laude Honor
City College of San Francisco 2008 — 2010
Business Economics
The Clorox Company March 2015 - Present
The Clorox Company September 2013 - February 2015
The Clorox Company September 2012 - August 2013
CBIZ MHM, LLC February 2012 - May 2012
Skills
Financial Reporting, Account Reconciliation, Financial Accounting, Accounting, Microsoft Excel, Accounts Receivable, Tax, General Ledger, Financial Analysis, Income Tax, Internal Controls, Variance Analysis, Sarbanes-Oxley Act, Cost Accounting, US GAAP, Tax Preparation
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (B.A.), Major - Business Economics, Minor - Accounting, Magna Cum Laude Honor
City College of San Francisco 2008 — 2010
Business Economics
Jeannine Cox Jeannine Cox's CBIZ MHM, LLC Experience March 2012 - Present
Job
Industry
Experience
CBIZ MHM, LLC March 2012 - Present
Dow Lohnes Price Tax Consulting Group LLC September 2003 - February 2012
Insignia Financial Group October 1997 - September 2003
Greenville County Schools September 1992 - June 1997
Skills
Auditing, Tax, Financial Reporting, Financial Analysis, Microsoft Excel, Accounting, Financial Modeling
Education
Clemson University 1988 — 1992
Bachelor of Arts (B.A.), Secondary Education (English)
CBIZ MHM, LLC March 2012 - Present
Dow Lohnes Price Tax Consulting Group LLC September 2003 - February 2012
Insignia Financial Group October 1997 - September 2003
Greenville County Schools September 1992 - June 1997
Skills
Auditing, Tax, Financial Reporting, Financial Analysis, Microsoft Excel, Accounting, Financial Modeling
Education
Clemson University 1988 — 1992
Bachelor of Arts (B.A.), Secondary Education (English)
Demeil Nissan Demeil Nissan's CBIZ MHM, LLC Experience July 2013 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2013 - Present
PwC January 2013 - April 2013
G.H.F CPA, An Accountancy Corporation January 2009 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, QuickBooks, GoSystems, Superforms, RPM, Peachtree, Income Tax, Accounting, Tax, Tax Research, Tax Preparation, Auditing, Financial Accounting, Financial Analysis, Financial Reporting
Education
California State University-Northridge
Bachelor's degree, Accounting
CBIZ MHM, LLC July 2013 - Present
PwC January 2013 - April 2013
G.H.F CPA, An Accountancy Corporation January 2009 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, QuickBooks, GoSystems, Superforms, RPM, Peachtree, Income Tax, Accounting, Tax, Tax Research, Tax Preparation, Auditing, Financial Accounting, Financial Analysis, Financial Reporting
Education
California State University-Northridge
Bachelor's degree, Accounting
Luke D. Snyder Luke D. Snyder's CBIZ MHM, LLC Experience January 2015 - Present
Job Senior Manager Transaction Advisory Services at CBIZ MHM, LLC
Industry Venture Capital & Private Equity
Experience
CBIZ MHM, LLC January 2015 - Present
Gavin/Solmonese LLC April 2009 - December 2014
Craftex Mills, Inc. of Pennsylvania June 2007 - March 2009
PricewaterhouseCoopers September 2002 - June 2007
Arthur Andersen September 2000 - March 2002
Education
Drexel University - LeBow College of Business 1998 — 2002
Bachelor of Science, Accounting and Management Information Systems
CBIZ MHM, LLC January 2015 - Present
Gavin/Solmonese LLC April 2009 - December 2014
Craftex Mills, Inc. of Pennsylvania June 2007 - March 2009
PricewaterhouseCoopers September 2002 - June 2007
Arthur Andersen September 2000 - March 2002
Education
Drexel University - LeBow College of Business 1998 — 2002
Bachelor of Science, Accounting and Management Information Systems
Mike Finnegan, CPA, MST Mike Finnegan, CPA, MST's CBIZ MHM, LLC Experience October 1997 - Present
Job Business and Individual Tax Expert
Industry Accounting
Experience
CBIZ MHM, LLC October 1997 - Present
Miller, Cooper & Co., Ltd. February 1996 - October 1997
Premark International, Inc. April 1993 - February 1996
Coopers & Lybrand August 1987 - April 1993
Skills
Corporate Tax, Manufacturing Taxation..., individual tax, Income Tax Accounting, LIFO, State Tax, Income Tax, Small Business, Tax Preparation, Tax Returns, Financial Statements, International Tax, CPA, US GAAP, GAAP, Tax Accounting, Tax Advisory, Tax, Tax Research, Financial Planners, Accounting
Education
DePaul University 1991 — 1995
Master of Science, Taxation
Northern Illinois University 1983 — 1987
B.S., Accountancy
CBIZ MHM, LLC October 1997 - Present
Miller, Cooper & Co., Ltd. February 1996 - October 1997
Premark International, Inc. April 1993 - February 1996
Coopers & Lybrand August 1987 - April 1993
Skills
Corporate Tax, Manufacturing Taxation..., individual tax, Income Tax Accounting, LIFO, State Tax, Income Tax, Small Business, Tax Preparation, Tax Returns, Financial Statements, International Tax, CPA, US GAAP, GAAP, Tax Accounting, Tax Advisory, Tax, Tax Research, Financial Planners, Accounting
Education
DePaul University 1991 — 1995
Master of Science, Taxation
Northern Illinois University 1983 — 1987
B.S., Accountancy
Joseph Gravenstine's CBIZ MHM, LLC Experience September 2005 - May 2012
Job CFO at B. Pietrini & Sons
Industry Accounting
Experience
B. Pietrini & Sons May 2012 - Present
Actively seeking new ways to help you achieve your financial goals. May 2012 - May 2012
CBIZ MHM, LLC September 2005 - May 2012
Cintas Fire Protection Services May 2003 - September 2005
Cornerstone Technologies, LLC September 2000 - May 2003
Zelenkofske, Axelrod & Company CPAs, Ltd. 1995 - September 2000
Teltek Sales, Inc. 1994 - 1995
Boardman Hamilton Company 1990 - 1994
Zelenkofse, Axelrod & Co., CPAs, Ltd. 1984 - 1990
Murray M. Axelrod, CPAs 1983 - 1984
Skills
Caseware Working Papers, IDEA (Interactive Data..., Word and other..., Microsoft Excel, Construction, Business Modeling, Financial Reporting, Auditing, Accounting, Financial Analysis, Financial Modeling, Budgets, External Audit, Project Planning, General Ledger, Financial Accounting, Finance, Financial Statements, CPA, Payroll, Tax, GAAP, US GAAP, Analysis, Business Planning, Cost Accounting
Education
Drexel University - LeBow College of Business 1977 — 1982
B.S., Accounting
LaSalle College High School 1973 — 1977
N/A, College preparatory
Resurrection of Our Lord Grade School
B. Pietrini & Sons May 2012 - Present
Actively seeking new ways to help you achieve your financial goals. May 2012 - May 2012
CBIZ MHM, LLC September 2005 - May 2012
Cintas Fire Protection Services May 2003 - September 2005
Cornerstone Technologies, LLC September 2000 - May 2003
Zelenkofske, Axelrod & Company CPAs, Ltd. 1995 - September 2000
Teltek Sales, Inc. 1994 - 1995
Boardman Hamilton Company 1990 - 1994
Zelenkofse, Axelrod & Co., CPAs, Ltd. 1984 - 1990
Murray M. Axelrod, CPAs 1983 - 1984
Skills
Caseware Working Papers, IDEA (Interactive Data..., Word and other..., Microsoft Excel, Construction, Business Modeling, Financial Reporting, Auditing, Accounting, Financial Analysis, Financial Modeling, Budgets, External Audit, Project Planning, General Ledger, Financial Accounting, Finance, Financial Statements, CPA, Payroll, Tax, GAAP, US GAAP, Analysis, Business Planning, Cost Accounting
Education
Drexel University - LeBow College of Business 1977 — 1982
B.S., Accounting
LaSalle College High School 1973 — 1977
N/A, College preparatory
Resurrection of Our Lord Grade School
Steve Dunavant Steve Dunavant's CBIZ MHM, LLC Experience August 2011 - Present
Job Managing Director, CBIZ MHM LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2011 - Present
Thompson Dunavant PLC May 1992 - July 2011
Arthur Andersen January 1988 - May 1992
Fogelman Properties January 1985 - December 1987
Arthur Andersen May 1983 - December 1985
Skills
Affordable Care Act, Tax Advisory, Partnership Taxation, Corporate Tax, Income Tax, Accounting, Corporate Finance, Business Strategy, Business Development, Strategic Planning, Mergers & Acquisitions, Joint Ventures, Partnerships, Mergers, Tax Accounting, Tax, GAAP, Internal Controls, CPA, Auditing, Financial Planning, Financial Analysis, Small Business, Tax Research, Managerial Finance, Budgets, Due Diligence, Strategic Financial..., Management, Finance, Business Planning, Venture Capital
Education
Christian Brothers University 1979 — 1983
Bachelor of Science, Accounting
CBIZ MHM, LLC August 2011 - Present
Thompson Dunavant PLC May 1992 - July 2011
Arthur Andersen January 1988 - May 1992
Fogelman Properties January 1985 - December 1987
Arthur Andersen May 1983 - December 1985
Skills
Affordable Care Act, Tax Advisory, Partnership Taxation, Corporate Tax, Income Tax, Accounting, Corporate Finance, Business Strategy, Business Development, Strategic Planning, Mergers & Acquisitions, Joint Ventures, Partnerships, Mergers, Tax Accounting, Tax, GAAP, Internal Controls, CPA, Auditing, Financial Planning, Financial Analysis, Small Business, Tax Research, Managerial Finance, Budgets, Due Diligence, Strategic Financial..., Management, Finance, Business Planning, Venture Capital
Education
Christian Brothers University 1979 — 1983
Bachelor of Science, Accounting
Tina Bruns's CBIZ MHM, LLC Experience August 2015 - Present
Job Senior Audit Associate at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC December 2013 - July 2015
Portico Benefit Services August 2013 - December 2013
Portico Benefit Services February 2012 - August 2013
COKeM International August 2010 - February 2012
Carlson Advisors, LLC January 2010 - April 2010
Skills
Accounting, Financial Reporting, Microsoft Excel, Account Reconciliation, Financial Accounting, Financial Analysis, Outlook, Internal Controls, Auditing, Forecasting, Accounts Receivable, Accounts Payable, Leadership, Microsoft Office
Education
College of Saint Benedict 2006 — 2010
Bachelors, Accounting
Saint John's University 2006 — 2010
Bachelors, Accounting
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC December 2013 - July 2015
Portico Benefit Services August 2013 - December 2013
Portico Benefit Services February 2012 - August 2013
COKeM International August 2010 - February 2012
Carlson Advisors, LLC January 2010 - April 2010
Skills
Accounting, Financial Reporting, Microsoft Excel, Account Reconciliation, Financial Accounting, Financial Analysis, Outlook, Internal Controls, Auditing, Forecasting, Accounts Receivable, Accounts Payable, Leadership, Microsoft Office
Education
College of Saint Benedict 2006 — 2010
Bachelors, Accounting
Saint John's University 2006 — 2010
Bachelors, Accounting
Roth Gail Roth Gail's CBIZ MHM, LLC Experience March 1999 - Present
Job Senior Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC March 1999 - Present
Skills
Accounting, Corporate Tax, Corporate Governance, Mathematics, Corporate Finance, High Net Worth..., Partnership Taxation, Nonprofits, Trusts, Tax Accounting, QuickBooks, Quicken, Datafaction, ATB, Microsoft Excel, PowerPoint, Financial Statements, Tax Advisory, General Ledger, Tax, Auditing, Financial Analysis, Financial Accounting, Income Tax, US GAAP, GAAP, Financial Reporting, Internal Controls, Tax Preparation, Tax Research
Education
City University of New York-Brooklyn College
bachelor's degree, CPA
CBIZ MHM, LLC March 1999 - Present
Skills
Accounting, Corporate Tax, Corporate Governance, Mathematics, Corporate Finance, High Net Worth..., Partnership Taxation, Nonprofits, Trusts, Tax Accounting, QuickBooks, Quicken, Datafaction, ATB, Microsoft Excel, PowerPoint, Financial Statements, Tax Advisory, General Ledger, Tax, Auditing, Financial Analysis, Financial Accounting, Income Tax, US GAAP, GAAP, Financial Reporting, Internal Controls, Tax Preparation, Tax Research
Education
City University of New York-Brooklyn College
bachelor's degree, CPA
Kimberly Gimbel Kimberly Gimbel's CBIZ MHM, LLC Experience October 2012 - Present
Job Administrative Coordinator at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC October 2012 - Present
North Bridge Staffing Group August 2012 - October 2012
TEKsystems July 2010 - June 2012
TEKsystems July 2010 - October 2011
Knife River August 2005 - July 2010
Knife River Construction August 2005 - July 2010
Knife River 2005 - 2009
Temporary August 2005 August 2005 - December 2005
Butte College August 2002 - June 2005
Butte Community College August 2002 - June 2005
Skills
Payroll Administration, Payroll Processing, Front Office, Administration, Microsoft Office, Background Checks, Customer Service, PeopleSoft, Third Party Vendor..., E-Verify, California Labor Law, Spreadsheets, Staffing Services, Process Scheduler, Accounting, PABX, Fax, Payroll, System Administration, Ap Style, Data Entry, Scheduling Management, CPE, Records Management, Webinar Management, Mac, PowerPoint, Audio Visual Support, Process Management, Microsoft Excel, Microsoft Word, Administrative..., Administrative..., Outlook
Education
City College of San Francisco 2011 — 2013
Business Administration
California State University-Chico 2001 — 2008
High School Diploma Paradise High School 1997 — 2001
CBIZ MHM, LLC October 2012 - Present
North Bridge Staffing Group August 2012 - October 2012
TEKsystems July 2010 - June 2012
TEKsystems July 2010 - October 2011
Knife River August 2005 - July 2010
Knife River Construction August 2005 - July 2010
Knife River 2005 - 2009
Temporary August 2005 August 2005 - December 2005
Butte College August 2002 - June 2005
Butte Community College August 2002 - June 2005
Skills
Payroll Administration, Payroll Processing, Front Office, Administration, Microsoft Office, Background Checks, Customer Service, PeopleSoft, Third Party Vendor..., E-Verify, California Labor Law, Spreadsheets, Staffing Services, Process Scheduler, Accounting, PABX, Fax, Payroll, System Administration, Ap Style, Data Entry, Scheduling Management, CPE, Records Management, Webinar Management, Mac, PowerPoint, Audio Visual Support, Process Management, Microsoft Excel, Microsoft Word, Administrative..., Administrative..., Outlook
Education
City College of San Francisco 2011 — 2013
Business Administration
California State University-Chico 2001 — 2008
High School Diploma Paradise High School 1997 — 2001
Mel Smith, CPA Mel Smith, CPA's CBIZ MHM, LLC Experience August 2009 - July 2011
Job Senior Accountant at Advanced Energy
Industry Electrical/Electronic Manufacturing
Experience
Advanced Energy May 2014 - Present
Odell Brewing Company February 2013 - May 2014
Advanced Energy July 2012 - February 2013
Advanced Energy July 2011 - July 2012
CBIZ MHM, LLC August 2009 - July 2011
Skills
CPA, Auditing, SEC filings, Accounting, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, GAAP, Cost Accounting, Financial Analysis, General Ledger, Budgets, Internal Audit, QuickBooks, SAP, Revenue Recognition, Cupcakes, Process Improvement, Financial Statements, Tax Preparation, Tax, Variance Analysis, Corporate Tax, Accounts Receivable, Accounts Payable
Education
Colorado State University 2005 — 2009
Bachelor of Science (BS), Accounting
Advanced Energy May 2014 - Present
Odell Brewing Company February 2013 - May 2014
Advanced Energy July 2012 - February 2013
Advanced Energy July 2011 - July 2012
CBIZ MHM, LLC August 2009 - July 2011
Skills
CPA, Auditing, SEC filings, Accounting, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, GAAP, Cost Accounting, Financial Analysis, General Ledger, Budgets, Internal Audit, QuickBooks, SAP, Revenue Recognition, Cupcakes, Process Improvement, Financial Statements, Tax Preparation, Tax, Variance Analysis, Corporate Tax, Accounts Receivable, Accounts Payable
Education
Colorado State University 2005 — 2009
Bachelor of Science (BS), Accounting
Teryna Hanuscin Teryna Hanuscin's CBIZ MHM, LLC Experience March 1994 - Present
Job Firm Administrator at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC March 1994 - Present
CBIZ MHM, LLC (Formerly Duitch Franklin & Co., LLP) March 1994 - January 2001
Skills
Facilities and..., Leadership & Employee..., Marketing Communications, Event Management, Operations Management, Facilities Management, Solutions Marketing, Leadership, Management, Accounts Receivable, Human Resources, Strategic Planning, CPA, Employee Relations, Payroll, Event Planning, Time Management, Outlook, Microsoft Word, Benefits Administration, Tax Accounting, Office Management, Negotiation, Project Planning, Accounts Payable, Financial Reporting, Accounting, Auditing, Financial Accounting
Education
California State University-Northridge 2012 — 2015
Bachelor of Science (B.S.), Business Management
Los Angeles Pierce College 2005 — 2010
AA Social & Behavioral Sciences, Social and Behavioral Sciences
CBIZ MHM, LLC March 1994 - Present
CBIZ MHM, LLC (Formerly Duitch Franklin & Co., LLP) March 1994 - January 2001
Skills
Facilities and..., Leadership & Employee..., Marketing Communications, Event Management, Operations Management, Facilities Management, Solutions Marketing, Leadership, Management, Accounts Receivable, Human Resources, Strategic Planning, CPA, Employee Relations, Payroll, Event Planning, Time Management, Outlook, Microsoft Word, Benefits Administration, Tax Accounting, Office Management, Negotiation, Project Planning, Accounts Payable, Financial Reporting, Accounting, Auditing, Financial Accounting
Education
California State University-Northridge 2012 — 2015
Bachelor of Science (B.S.), Business Management
Los Angeles Pierce College 2005 — 2010
AA Social & Behavioral Sciences, Social and Behavioral Sciences
Derek Weil, CPA Derek Weil, CPA's CBIZ MHM, LLC Experience January 2009 - May 2013
Job Senior Tax Accountant at Atlas Management Services LLC
Industry Accounting
Experience
Atlas Management Services LLC May 2013 - Present
CBIZ MHM, LLC January 2009 - May 2013
Flying J October 2008 - December 2008
Crane, Christensen, & Ambrose January 2008 - April 2008
Baltimore Museum of Industry April 2004 - August 2006
Skills
Bookkeeping, General Ledger, Accounting, Income Tax, Tax Preparation, Tax Returns, Financial Accounting, Partnership Taxation, Tax Accounting, Tax, QuickBooks, S Corporations, Financial Planners, Tax Research, High Net Worth...
Education
Weber State University 2006 — 2008
MAcc, Accounting
University of Delaware 2001 — 2003
Master of Arts, History, Museum Studies
Drexel University 1997 — 2001
Bachelor of Science, History & Politics
Atlas Management Services LLC May 2013 - Present
CBIZ MHM, LLC January 2009 - May 2013
Flying J October 2008 - December 2008
Crane, Christensen, & Ambrose January 2008 - April 2008
Baltimore Museum of Industry April 2004 - August 2006
Skills
Bookkeeping, General Ledger, Accounting, Income Tax, Tax Preparation, Tax Returns, Financial Accounting, Partnership Taxation, Tax Accounting, Tax, QuickBooks, S Corporations, Financial Planners, Tax Research, High Net Worth...
Education
Weber State University 2006 — 2008
MAcc, Accounting
University of Delaware 2001 — 2003
Master of Arts, History, Museum Studies
Drexel University 1997 — 2001
Bachelor of Science, History & Politics
Brad D. Rae, CPA Brad D. Rae, CPA's CBIZ MHM, LLC Experience October 2006 - December 2011
Job Manager, Accounting and Reporting at Arrow Electronics
Industry Accounting
Experience
Arrow Electronics December 2011 - Present
CBIZ MHM, LLC October 2006 - December 2011
Needles and Associates July 2005 - October 2006
Albertsons April 1998 - July 2006
Skills
Financial Accounting, Auditing, Financial Reporting, Financial Analysis, Accounting, GAAP, US GAAP, Management, Internal Controls, Sarbanes-Oxley Act, SEC filings, Revenue Recognition, General Ledger, Financial Statements
Education
Colorado State University 2003 — 2005
BS, Business Administration, Concentration in Accounting
Arrow Electronics December 2011 - Present
CBIZ MHM, LLC October 2006 - December 2011
Needles and Associates July 2005 - October 2006
Albertsons April 1998 - July 2006
Skills
Financial Accounting, Auditing, Financial Reporting, Financial Analysis, Accounting, GAAP, US GAAP, Management, Internal Controls, Sarbanes-Oxley Act, SEC filings, Revenue Recognition, General Ledger, Financial Statements
Education
Colorado State University 2003 — 2005
BS, Business Administration, Concentration in Accounting
Alice Wang, CPA Alice Wang, CPA's CBIZ MHM, LLC Experience January 2009 - February 2012
Job Tax Manager at Ernst & Young, LLP
Industry Accounting
Experience
Ernst & Young February 2012 - Present
CBIZ MHM, LLC January 2009 - February 2012
Federal Payroll Tax Seminar Partnership June 2008 - December 2008
Ernst & Young May 2007 - August 2007
IPAN HILL & KNOWLTON December 2006 - January 2007
Skills
Accounting, Tax, Financial Accounting, Tax Compliance, Income Tax, Tax Provision, Entertainment Industry
Education
California State University-Northridge 2004 — 2008
Bachelor, Accounting; System and Operation Management
Ernst & Young February 2012 - Present
CBIZ MHM, LLC January 2009 - February 2012
Federal Payroll Tax Seminar Partnership June 2008 - December 2008
Ernst & Young May 2007 - August 2007
IPAN HILL & KNOWLTON December 2006 - January 2007
Skills
Accounting, Tax, Financial Accounting, Tax Compliance, Income Tax, Tax Provision, Entertainment Industry
Education
California State University-Northridge 2004 — 2008
Bachelor, Accounting; System and Operation Management
Lindsay Golliher Lindsay Golliher's CBIZ MHM, LLC Experience November 2006 - August 2010
Job Corporate Controller at Triangle Distributing Company
Industry Accounting
Experience
Triangle Distributing Company December 2011 - Present
Windes & McClaughry Accountancy Corporation September 2010 - November 2011
CBIZ MHM, LLC November 2006 - August 2010
Windes & McClaughry Accountancy Corporation August 2004 - November 2006
Skills
Auditing, Financial Accounting, Account Reconciliation, Financial Statements
Education
Concordia University Irvine 2000 — 2004
Business, Accounting, Management
Triangle Distributing Company December 2011 - Present
Windes & McClaughry Accountancy Corporation September 2010 - November 2011
CBIZ MHM, LLC November 2006 - August 2010
Windes & McClaughry Accountancy Corporation August 2004 - November 2006
Skills
Auditing, Financial Accounting, Account Reconciliation, Financial Statements
Education
Concordia University Irvine 2000 — 2004
Business, Accounting, Management
Jason Friesema, CPA Jason Friesema, CPA's CBIZ MHM, LLC Experience August 2010 - December 2011
Job Manager General Accounting
Industry Real Estate
Experience
ULTA Beauty May 2014 - Present
ULTA Beauty December 2011 - May 2014
CBIZ MHM, LLC August 2010 - December 2011
CBIZ MHM, LLC August 2006 - July 2010
CBIZ MHM, LLC September 2004 - July 2006
Skills
Financial Reporting, Accounting, GAAP, Auditing, CPA, Internal Controls, Tax Preparation, US GAAP, Finance, Tax
Education
Eastern Illinois University 2003 — 2004
MBA, Concentration in Accounting
Eastern Illinois University 1999 — 2003
Bachelors, Accounting
ULTA Beauty May 2014 - Present
ULTA Beauty December 2011 - May 2014
CBIZ MHM, LLC August 2010 - December 2011
CBIZ MHM, LLC August 2006 - July 2010
CBIZ MHM, LLC September 2004 - July 2006
Skills
Financial Reporting, Accounting, GAAP, Auditing, CPA, Internal Controls, Tax Preparation, US GAAP, Finance, Tax
Education
Eastern Illinois University 2003 — 2004
MBA, Concentration in Accounting
Eastern Illinois University 1999 — 2003
Bachelors, Accounting
Terri Bachtel Terri Bachtel's CBIZ MHM, LLC Experience March 2007 - June 2009
Job Sr. Staff Accountant at Integrated Healthcare Strategies
Industry Accounting
Experience
Integrated Healthcare Strategies June 2015 - Present
Laura Welch & Associates 2011 - Present
Keller & Owens, LLC January 2011 - May 2015
CBIZ MHM, LLC March 2007 - June 2009
Deloitte 2003 - 2007
EY 2002 - 2003
EY 1986 - 2003
Skills
Auditing, Risk Management, Accounting, Finance, Budgets, Financial Analysis, Leadership, Program Management, GAAP, Financial Statements, Assurance, Enterprise Risk..., Public Speaking, Financial Reporting, Investments, Management, Nonprofits, Strategic Planning
Education
Claremont McKenna College
BA, Economics
Integrated Healthcare Strategies June 2015 - Present
Laura Welch & Associates 2011 - Present
Keller & Owens, LLC January 2011 - May 2015
CBIZ MHM, LLC March 2007 - June 2009
Deloitte 2003 - 2007
EY 2002 - 2003
EY 1986 - 2003
Skills
Auditing, Risk Management, Accounting, Finance, Budgets, Financial Analysis, Leadership, Program Management, GAAP, Financial Statements, Assurance, Enterprise Risk..., Public Speaking, Financial Reporting, Investments, Management, Nonprofits, Strategic Planning
Education
Claremont McKenna College
BA, Economics
Kristen Fee Kristen Fee's CBIZ MHM, LLC Experience January 1994 - November 1999
Job CFO at CoreCare System Inc.
Industry Accounting
Experience
CoreCare System Inc. December 2011 - Present
KLF Business Services,LLC January 2004 - Present
Cardiologist at Cardiology Consultants November 1999 - December 2002
CBIZ MHM, LLC January 1994 - November 1999
Skills
Financial Reporting, Accounting, Accounts Payable, Cash Management, Budgets, Internal Controls, Financial Analysis, Financial Statements, Accounts Receivable, GAAP, Payroll, Budgeting, Auditing, Financial Audits, Finacial Management, Financial Accounting, CPA, General Ledger, Tax, Corporate Tax
Education
Drexel University 1986 — 1991
BS in Business Adminatration, Accounting and Finance
Drexel University 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting
CoreCare System Inc. December 2011 - Present
KLF Business Services,LLC January 2004 - Present
Cardiologist at Cardiology Consultants November 1999 - December 2002
CBIZ MHM, LLC January 1994 - November 1999
Skills
Financial Reporting, Accounting, Accounts Payable, Cash Management, Budgets, Internal Controls, Financial Analysis, Financial Statements, Accounts Receivable, GAAP, Payroll, Budgeting, Auditing, Financial Audits, Finacial Management, Financial Accounting, CPA, General Ledger, Tax, Corporate Tax
Education
Drexel University 1986 — 1991
BS in Business Adminatration, Accounting and Finance
Drexel University 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting
David Reule, CPA, MBT, MBA David Reule, CPA, MBT, MBA's CBIZ MHM, LLC Experience June 2015 - Present
Job Tax Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC June 2015 - Present
Skills
Multi-State Sales Tax, Accounting, SEC filings, Tax, Tax Accounting, Corporate Tax, CPA, Auditing, Income Tax, Tax Research, Sarbanes-Oxley Act, Financial Reporting, GAAP, Due Diligence, Internal Controls, Tax Preparation, US GAAP, Finance, Business Valuation, Partnership Taxation, FIN 48, International Tax, Financial Statements, Tax Law, Assurance, US Tax, S Corporations, Big 4, Tax Returns, External Audit, Financial Accounting, Forensic Accounting, Business Tax Planning, Sarbanes-Oxley, Estate Tax Planning, Gift Tax, Tax Advisory, Sales Tax, Public Companies, High Net Worth..., Accountants, General Ledger, Revenue Recognition, IPO, SEC Filings
Education
University of Southern California 2009 — 2012
Masters of Business Taxation, Taxation
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Finance - Entrepreneurship
California State University-Fullerton - College of Business and Economics 1989 — 1995
BA, Business Admin - Accounting
CBIZ MHM, LLC June 2015 - Present
Skills
Multi-State Sales Tax, Accounting, SEC filings, Tax, Tax Accounting, Corporate Tax, CPA, Auditing, Income Tax, Tax Research, Sarbanes-Oxley Act, Financial Reporting, GAAP, Due Diligence, Internal Controls, Tax Preparation, US GAAP, Finance, Business Valuation, Partnership Taxation, FIN 48, International Tax, Financial Statements, Tax Law, Assurance, US Tax, S Corporations, Big 4, Tax Returns, External Audit, Financial Accounting, Forensic Accounting, Business Tax Planning, Sarbanes-Oxley, Estate Tax Planning, Gift Tax, Tax Advisory, Sales Tax, Public Companies, High Net Worth..., Accountants, General Ledger, Revenue Recognition, IPO, SEC Filings
Education
University of Southern California 2009 — 2012
Masters of Business Taxation, Taxation
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Finance - Entrepreneurship
California State University-Fullerton - College of Business and Economics 1989 — 1995
BA, Business Admin - Accounting
Amr Alnowfi Amr Alnowfi's CBIZ MHM, LLC Experience February 2015 - Present
Job CPA Candidate, Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC February 2015 - Present
CBIZ MHM, LLC February 2014 - January 2015
Skills
Accounting, Tax, Payroll, Income Tax, Tax Preparation, ProSystem fx Tax, GoSystems, 1099 Preparation, Tax Research, Microsoft Excel, Financial Accounting, Tax Accounting
Education
City University of New York-Brooklyn College 2010 — 2015
Bachelor's Degree, Public Accounting and Business Management and Finance.
CBIZ MHM, LLC February 2015 - Present
CBIZ MHM, LLC February 2014 - January 2015
Skills
Accounting, Tax, Payroll, Income Tax, Tax Preparation, ProSystem fx Tax, GoSystems, 1099 Preparation, Tax Research, Microsoft Excel, Financial Accounting, Tax Accounting
Education
City University of New York-Brooklyn College 2010 — 2015
Bachelor's Degree, Public Accounting and Business Management and Finance.
Pik Yee (Cathy) Chow, CPA Pik Yee (Cathy) Chow, CPA's CBIZ MHM, LLC Experience February 2012 - July 2012
Job Senior Tax Analyst at The Wonderful Company
Industry Accounting
Experience
The Wonderful Company August 2015 - Present
PwC July 2014 - July 2015
PwC July 2012 - June 2014
CBIZ MHM, LLC February 2012 - July 2012
Lions Gate Entertainment Inc. October 2011 - December 2011
De Anza College June 2008 - June 2010
The Children's Place August 2006 - June 2008
Skills
Microsoft Office, Languages, Soft Skills, Tax Returns, Income Tax, Corporate Tax, Partnership Taxation, Microsoft Excel, PowerPoint, Financial Analysis, Research, Microsoft Word, Mandarin
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts, Business Economics, 3.66
De Anza College 2008 — 2010
Associate of Arts (A.A.), Business Administration, 3.91
The Wonderful Company August 2015 - Present
PwC July 2014 - July 2015
PwC July 2012 - June 2014
CBIZ MHM, LLC February 2012 - July 2012
Lions Gate Entertainment Inc. October 2011 - December 2011
De Anza College June 2008 - June 2010
The Children's Place August 2006 - June 2008
Skills
Microsoft Office, Languages, Soft Skills, Tax Returns, Income Tax, Corporate Tax, Partnership Taxation, Microsoft Excel, PowerPoint, Financial Analysis, Research, Microsoft Word, Mandarin
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts, Business Economics, 3.66
De Anza College 2008 — 2010
Associate of Arts (A.A.), Business Administration, 3.91
Karl Erickson Karl Erickson's CBIZ MHM, LLC Experience January 2012 - August 2015
Job Accounting Professional, Auditor
Industry Accounting
Experience
CVS Health September 2015 - Present
CBIZ MHM, LLC January 2012 - August 2015
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Internal Controls, GAAP, Financial Statements, US GAAP
Education
Eastern Illinois University 2010 — 2011
Master of Business Administration, Accounting
Eastern Illinois University 2006 — 2010
Bachelor of Science in Business, Accounting
CVS Health September 2015 - Present
CBIZ MHM, LLC January 2012 - August 2015
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Internal Controls, GAAP, Financial Statements, US GAAP
Education
Eastern Illinois University 2010 — 2011
Master of Business Administration, Accounting
Eastern Illinois University 2006 — 2010
Bachelor of Science in Business, Accounting
Fabricio Jimenez, CPA Fabricio Jimenez, CPA's CBIZ MHM, LLC Experience February 2012 - October 2013
Job Assurance Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2014 - Present
BDO USA, LLP October 2013 - July 2014
CBIZ MHM, LLC February 2012 - October 2013
SchoolsFirst Federal Credit Union June 2005 - August 2011
Skills
Auditing, Accounting, Internal Controls, Assurance, Tax Returns, Tax, Bank Reconciliation, ProSystem fx Tax, Audits of Employee..., Revenue Recognition, External Audit, Tax Accounting, Corporate Tax, Financial Accounting
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Art, Business Administration; Finance and Accounting
BDO USA, LLP August 2014 - Present
BDO USA, LLP October 2013 - July 2014
CBIZ MHM, LLC February 2012 - October 2013
SchoolsFirst Federal Credit Union June 2005 - August 2011
Skills
Auditing, Accounting, Internal Controls, Assurance, Tax Returns, Tax, Bank Reconciliation, ProSystem fx Tax, Audits of Employee..., Revenue Recognition, External Audit, Tax Accounting, Corporate Tax, Financial Accounting
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Art, Business Administration; Finance and Accounting
Daniela Dinu, CPA's CBIZ MHM, LLC Experience November 2013 - Present
Job Audit Associate
Industry Accounting
Experience
CBIZ MHM, LLC November 2013 - Present
American Westbrook Insurance Services, LLC 2008 - October 2013
After Hours Formalwear April 2007 - January 2008
Chimney Solutions Inc January 2005 - April 2007
Skills
Accounting, Microsoft Word, Customer Service, PowerPoint, Access, Microsoft Office, Outlook, General Ledger, Teamwork, Data Entry, Leadership, Spreadsheets, Highly detail oriented, PeopleSoft, QuickBooks, Microsoft Excel, Peachtree, Insurance, Financial Reporting, Financial Accounting, Auditing, Bookkeeping
Education
College of DuPage 2008 — 2010
CBIZ MHM, LLC November 2013 - Present
American Westbrook Insurance Services, LLC 2008 - October 2013
After Hours Formalwear April 2007 - January 2008
Chimney Solutions Inc January 2005 - April 2007
Skills
Accounting, Microsoft Word, Customer Service, PowerPoint, Access, Microsoft Office, Outlook, General Ledger, Teamwork, Data Entry, Leadership, Spreadsheets, Highly detail oriented, PeopleSoft, QuickBooks, Microsoft Excel, Peachtree, Insurance, Financial Reporting, Financial Accounting, Auditing, Bookkeeping
Education
College of DuPage 2008 — 2010
Emma Grossman, CPA Emma Grossman, CPA's CBIZ MHM, LLC Experience August 2014 - Present
Job Tax Associate II at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2014 - Present
McGladrey October 2012 - August 2014
Education
University of Southern California - Marshall School of Business 2011 — 2012
Master of Accounting, MAcc
Drew University 2007 — 2011
BA, Business Studies
CBIZ MHM, LLC August 2014 - Present
McGladrey October 2012 - August 2014
Education
University of Southern California - Marshall School of Business 2011 — 2012
Master of Accounting, MAcc
Drew University 2007 — 2011
BA, Business Studies
Lewis Dillard Lewis Dillard's CBIZ MHM, LLC Experience November 2013 - Present
Job Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC November 2013 - Present
TGG Accounting May 2011 - October 2013
Becker Professional Education January 2012 - May 2013
Sempra Energy May 2012 - August 2012
Skills
Accounting, Bookkeeping, QuickBooks, Financial Statements, Auditing, Internal Controls, Financial Accounting, Microsoft Excel, Accounts Receivable, Accounts Payable, Account Reconciliation, Bank Reconciliation, Data Entry, GAAP, Time Management, Journal Entries, General Ledger, Small Business, Budgets, Spreadsheets, Microsoft Word, Internal Audit, Invoicing, Financial Statement..., Microsoft Office, Management Accounting, US GAAP
Education
California State University-San Marcos - College of Business Administration 2010 — 2013
Bachelor of Science Business Administration, Accountancy
Palomar College 2008 — 2010
Associates, Liberal Arts and Sciences, Math and Science, Arts and Humanities
Escondido Charter High School 2002 — 2006
CBIZ MHM, LLC November 2013 - Present
TGG Accounting May 2011 - October 2013
Becker Professional Education January 2012 - May 2013
Sempra Energy May 2012 - August 2012
Skills
Accounting, Bookkeeping, QuickBooks, Financial Statements, Auditing, Internal Controls, Financial Accounting, Microsoft Excel, Accounts Receivable, Accounts Payable, Account Reconciliation, Bank Reconciliation, Data Entry, GAAP, Time Management, Journal Entries, General Ledger, Small Business, Budgets, Spreadsheets, Microsoft Word, Internal Audit, Invoicing, Financial Statement..., Microsoft Office, Management Accounting, US GAAP
Education
California State University-San Marcos - College of Business Administration 2010 — 2013
Bachelor of Science Business Administration, Accountancy
Palomar College 2008 — 2010
Associates, Liberal Arts and Sciences, Math and Science, Arts and Humanities
Escondido Charter High School 2002 — 2006
Joseph Klapka, CPA, CFE Joseph Klapka, CPA, CFE's CBIZ MHM, LLC Experience October 2005 - September 2006
Job Senior Manager at Legacy Professionals LLP
Industry Accounting
Experience
Legacy Professionals LLP June 2014 - Present
Graff, Ballauer & Blanski, P.C. May 2008 - May 2014
FGMK, LLC July 2007 - April 2008
Baker Tilly Virchow Krause, LLP October 2006 - July 2007
CBIZ MHM, LLC October 2005 - September 2006
Graff, Ballauer, Blanski & Friedman, P.C. October 1994 - September 2005
Solomon, Berkson & Baerson August 1990 - September 1994
Schwartz, Frumm & Millman November 1989 - August 1990
Wolf, Weis & Horowitz November 1988 - November 1989
Skills
Payroll, Employee Benefits, Non-profits, Auditing, Accounting, Tax, 401k, Accounts Payable, Financial Reporting, Accounts Receivable, Compliance, Internal Controls, Pensions, General Ledger, Audit, Certified Fraud Examiner, Fraud Investigations, Payroll Taxes, Small Business, Income Tax, Quickbooks, Tax Preparation, GAAP, Financial Accounting, Reconciliation, Cash Flow, Tax Returns, Financial Analysis, Account Reconciliation, Corporate Tax, Fixed Assets, Forensic Accounting, Tax Services, Budgeting, Consolidation, Excel, Real Estate, US GAAP, External Audit, Microsoft Office, Partnership Taxation, Word, Revenue Recognition, CPA, S Corporations, Financial Statements, Depreciation, Compilation, Financial Audits, Single Audit
Education
Eastern Illinois University 1983 — 1987
Bachelors of Science in Business, Accounting
Legacy Professionals LLP June 2014 - Present
Graff, Ballauer & Blanski, P.C. May 2008 - May 2014
FGMK, LLC July 2007 - April 2008
Baker Tilly Virchow Krause, LLP October 2006 - July 2007
CBIZ MHM, LLC October 2005 - September 2006
Graff, Ballauer, Blanski & Friedman, P.C. October 1994 - September 2005
Solomon, Berkson & Baerson August 1990 - September 1994
Schwartz, Frumm & Millman November 1989 - August 1990
Wolf, Weis & Horowitz November 1988 - November 1989
Skills
Payroll, Employee Benefits, Non-profits, Auditing, Accounting, Tax, 401k, Accounts Payable, Financial Reporting, Accounts Receivable, Compliance, Internal Controls, Pensions, General Ledger, Audit, Certified Fraud Examiner, Fraud Investigations, Payroll Taxes, Small Business, Income Tax, Quickbooks, Tax Preparation, GAAP, Financial Accounting, Reconciliation, Cash Flow, Tax Returns, Financial Analysis, Account Reconciliation, Corporate Tax, Fixed Assets, Forensic Accounting, Tax Services, Budgeting, Consolidation, Excel, Real Estate, US GAAP, External Audit, Microsoft Office, Partnership Taxation, Word, Revenue Recognition, CPA, S Corporations, Financial Statements, Depreciation, Compilation, Financial Audits, Single Audit
Education
Eastern Illinois University 1983 — 1987
Bachelors of Science in Business, Accounting
Grant Guyer's CBIZ MHM, LLC Experience May 2012 - August 2012
Job Equity Analyst, Trade Capture Utility at Barclays UK
Industry Higher Education
Experience
Barclays UK August 2015 - Present
The PFM Group June 2014 - August 2014
Public Financial Management June 2013 - August 2013
CBIZ MHM, LLC May 2012 - August 2012
Philadelphia Cricket Club June 2008 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Spanish, Microsoft Word, Customer Service, Event Planning, Facebook, Leadership, Public Speaking, Outlook, Social Media, Teamwork
Education
Dickinson College 2011 — 2015
Bachelor's Degree, International Business and Management
Universitat Autònoma de Barcelona 2013 — 2013
Bachelor's Degree, International Business and Management
William Penn Charter School 2003 — 2011
Barclays UK August 2015 - Present
The PFM Group June 2014 - August 2014
Public Financial Management June 2013 - August 2013
CBIZ MHM, LLC May 2012 - August 2012
Philadelphia Cricket Club June 2008 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Spanish, Microsoft Word, Customer Service, Event Planning, Facebook, Leadership, Public Speaking, Outlook, Social Media, Teamwork
Education
Dickinson College 2011 — 2015
Bachelor's Degree, International Business and Management
Universitat Autònoma de Barcelona 2013 — 2013
Bachelor's Degree, International Business and Management
William Penn Charter School 2003 — 2011
Alan Risola's CBIZ MHM, LLC Experience January 2010 - December 2010
Job Investment Consultant
Industry Financial Services
Experience
UBS Global Asset Management May 2013 - Present
UBS O'Connor February 2012 - Present
Deloitte & Touche January 2011 - February 2012
CBIZ MHM, LLC January 2010 - December 2010
Skills
Financial Reporting, Auditing, Valuation, Internal Controls, Financial Statements, Financial Services, Private Equity, Financial Analysis, Management, Corporate Finance, Accounting, Asset Management, Sarbanes-Oxley Act, Financial Modeling, Hedge Funds, Tax
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2009
Masters, Accounting
Dowling College 2003 — 2007
Bachelors Degree, Finance
UBS Global Asset Management May 2013 - Present
UBS O'Connor February 2012 - Present
Deloitte & Touche January 2011 - February 2012
CBIZ MHM, LLC January 2010 - December 2010
Skills
Financial Reporting, Auditing, Valuation, Internal Controls, Financial Statements, Financial Services, Private Equity, Financial Analysis, Management, Corporate Finance, Accounting, Asset Management, Sarbanes-Oxley Act, Financial Modeling, Hedge Funds, Tax
Education
St. John's University, The Peter J. Tobin College of Business 2008 — 2009
Masters, Accounting
Dowling College 2003 — 2007
Bachelors Degree, Finance
Wendy Schock Wendy Schock's CBIZ MHM, LLC Experience January 2013 - August 2015
Job Tax Manager Private Wealth Services Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2015 - Present
CBIZ MHM, LLC January 2013 - August 2015
Kreischer Miller 2011 - 2012
Asher & Company, Ltd. 2004 - 2011
Drexel University 2002 - 2004
The Siegfried Group, LLP January 2002 - June 2002
Drexel University June 2001 - December 2001
Goldenberg Rosenthal, LLP January 1999 - May 2001
Skills
Tax, Partnership Taxation, Corporate Tax, Non-profits, High Net Worth..., Professional Services..., Manufacturing, ProSystem fx Tax, Tax Law, Nonprofits, International Tax, Tax Returns, Financial Planners, Accounting
Education
Philadelphia University 2012 — 2015
MBA/MST
Drexel University 1997 — 2002
Bentworth
Grant Thornton LLP August 2015 - Present
CBIZ MHM, LLC January 2013 - August 2015
Kreischer Miller 2011 - 2012
Asher & Company, Ltd. 2004 - 2011
Drexel University 2002 - 2004
The Siegfried Group, LLP January 2002 - June 2002
Drexel University June 2001 - December 2001
Goldenberg Rosenthal, LLP January 1999 - May 2001
Skills
Tax, Partnership Taxation, Corporate Tax, Non-profits, High Net Worth..., Professional Services..., Manufacturing, ProSystem fx Tax, Tax Law, Nonprofits, International Tax, Tax Returns, Financial Planners, Accounting
Education
Philadelphia University 2012 — 2015
MBA/MST
Drexel University 1997 — 2002
Bentworth
Shari (Leland) Kennedy, CPA Shari (Leland) Kennedy, CPA's CBIZ MHM, LLC Experience March 2013 - April 2013
Job Accountant at Spirit AeroSystems
Industry Aviation & Aerospace
Experience
Spirit AeroSystems February 2014 - Present
ZeroChaos April 2013 - February 2014
CBIZ MHM, LLC March 2013 - April 2013
Boeing September 2011 - January 2013
Boeing October 2009 - September 2011
Boeing November 2007 - October 2009
Boeing January 2003 - November 2007
Boeing June 2000 - January 2003
Boeing November 1997 - June 2000
Koch Industries July 1996 - November 1997
Skills
Finance, Accounting, Forecasting, Business Planning, EAC, Oral & Written..., Leadership, Aerospace
Education
Wichita State University 1984 — 1985
Bachelor of Business Administration (BBA), Accounting
Emporia State University 1983 — 1984
Accounting and Business/Management
Cowley College 1982 — 1983
Accounting and Business/Management
Arkansas City High School
Spirit AeroSystems February 2014 - Present
ZeroChaos April 2013 - February 2014
CBIZ MHM, LLC March 2013 - April 2013
Boeing September 2011 - January 2013
Boeing October 2009 - September 2011
Boeing November 2007 - October 2009
Boeing January 2003 - November 2007
Boeing June 2000 - January 2003
Boeing November 1997 - June 2000
Koch Industries July 1996 - November 1997
Skills
Finance, Accounting, Forecasting, Business Planning, EAC, Oral & Written..., Leadership, Aerospace
Education
Wichita State University 1984 — 1985
Bachelor of Business Administration (BBA), Accounting
Emporia State University 1983 — 1984
Accounting and Business/Management
Cowley College 1982 — 1983
Accounting and Business/Management
Arkansas City High School
Michael P. Hogan, CPA Michael P. Hogan, CPA's CBIZ MHM, LLC Experience September 2004 - August 2011
Job Assistant Vice President Finance at Cherry Creek Mortgage
Industry Accounting
Experience
Cherry Creek Mortgage June 2014 - Present
Cherry Creek Mortgage November 2011 - June 2014
CBIZ MHM, LLC September 2004 - August 2011
Janus Capital Group November 2000 - September 2004
MWH May 1999 - November 2000
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Financial Statements, GAAP, Financial Analysis
Education
Colorado State University 1995 — 1999
Bachelor of Science, Business Administration, Cum Laude, Financial Accounting
Cherry Creek Mortgage June 2014 - Present
Cherry Creek Mortgage November 2011 - June 2014
CBIZ MHM, LLC September 2004 - August 2011
Janus Capital Group November 2000 - September 2004
MWH May 1999 - November 2000
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Financial Statements, GAAP, Financial Analysis
Education
Colorado State University 1995 — 1999
Bachelor of Science, Business Administration, Cum Laude, Financial Accounting
Fran Buro's CBIZ MHM, LLC Experience November 1990 - Present
Job Report Processing Supervisor at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC November 1990 - Present
Deloitte & Touche March 1990 - November 1990
Kraft Fischman & Associates January 1986 - July 1989
Skills
Time Management, Proofreading, Prioritize Workload, Financial Statements, Data Entry, Editing
Education
City University of New York-Hunter College
BA, Communications-Media
CBIZ MHM, LLC November 1990 - Present
Deloitte & Touche March 1990 - November 1990
Kraft Fischman & Associates January 1986 - July 1989
Skills
Time Management, Proofreading, Prioritize Workload, Financial Statements, Data Entry, Editing
Education
City University of New York-Hunter College
BA, Communications-Media
Susan Rolek Susan Rolek's CBIZ MHM, LLC Experience July 1985 - Present
Job Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 1985 - Present
Skills
CPA, Financial Reporting, Accounting, GAAP, Internal Controls, Financial Analysis, Auditing, Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MST, Masters of Taxaton
University of Illinois at Chicago 1981 — 1985
Bachelor's degree, Accounting
CBIZ MHM, LLC July 1985 - Present
Skills
CPA, Financial Reporting, Accounting, GAAP, Internal Controls, Financial Analysis, Auditing, Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MST, Masters of Taxaton
University of Illinois at Chicago 1981 — 1985
Bachelor's degree, Accounting
Carol Jacobs's CBIZ MHM, LLC Experience October 2000 - March 2006
Job Interim Assistant City Manager at City of Newport Beach
Industry Government Administration
Experience
City of Newport Beach June 2015 - Present
City of Grand Terrace January 2015 - May 2015
City of Eastvale, CA September 2012 - August 2014
City of Stanton March 2009 - September 2012
City of Stanton March 2006 - March 2009
CBIZ MHM, LLC October 2000 - March 2006
City of Costa Mesa March 1987 - September 2000
Skills
Local Government, Public Administration, Public Policy, Policy, Economic Development, Budgets, Public/private..., Strategic Planning, Organizational..., Redevelopment, Managerial Finance, City Management, Customer Service, Community Outreach, Community Development, Public Finance, Intergovernmental..., Land Use, Management, Government, Regional Planning, State Government, Grant Writing, Emergency Management, Transportation Planning, Zoning, Politics, Land Use Planning, Affordable Housing, Policy Analysis, Nonprofits, Urban Planning, Municipalities, Public Safety, Local Government Finance, Municipal Management, Political Campaigns, Finance, Public Budgeting, Transit-oriented..., Human Resources, Grant Administration, Legislative Relations, Public-private..., Code Enforcement, Public Sector Budgeting, Public Speaking, Legislation, Community Engagement, Grants
Education
California State University-Fullerton 1989 — 1991
MPA, Public Administration
City of Newport Beach June 2015 - Present
City of Grand Terrace January 2015 - May 2015
City of Eastvale, CA September 2012 - August 2014
City of Stanton March 2009 - September 2012
City of Stanton March 2006 - March 2009
CBIZ MHM, LLC October 2000 - March 2006
City of Costa Mesa March 1987 - September 2000
Skills
Local Government, Public Administration, Public Policy, Policy, Economic Development, Budgets, Public/private..., Strategic Planning, Organizational..., Redevelopment, Managerial Finance, City Management, Customer Service, Community Outreach, Community Development, Public Finance, Intergovernmental..., Land Use, Management, Government, Regional Planning, State Government, Grant Writing, Emergency Management, Transportation Planning, Zoning, Politics, Land Use Planning, Affordable Housing, Policy Analysis, Nonprofits, Urban Planning, Municipalities, Public Safety, Local Government Finance, Municipal Management, Political Campaigns, Finance, Public Budgeting, Transit-oriented..., Human Resources, Grant Administration, Legislative Relations, Public-private..., Code Enforcement, Public Sector Budgeting, Public Speaking, Legislation, Community Engagement, Grants
Education
California State University-Fullerton 1989 — 1991
MPA, Public Administration
Robert Zeigen Robert Zeigen's CBIZ MHM, LLC Experience January 2010 - December 2014
Job Managing Member at Zeigen CPA LLC
Industry Accounting
Experience
Robert C. Zeigen CPA, LLC January 2015 - Present
CBIZ MHM, LLC January 2010 - December 2014
CBIZ Goldstein Lewin January 2010 - December 2012
Goldstein Lewin & Co. July 2008 - January 2010
Goldstein Lewin & Co. July 2003 - June 2008
Goldstein Lewin & Co. January 1998 - June 2003
Weinberg & Company August 1993 - December 1997
Prager and Fenton January 1984 - August 1993
Skills
Tax Preparation, CPA, Accounting, Tax, Income Tax, Corporate Tax, Tax Returns, Tax Accounting, Mergers & Acquisitions, QuickBooks, Tax Research, International Tax, Tax Advisory, Sales Tax, High Net Worth..., ProSystem fx Tax, Internal Controls, US GAAP, Financial Reporting
Education
City University of New York-Brooklyn College 1980 — 1984
Bachelor of Science, Accounting
Robert C. Zeigen CPA, LLC January 2015 - Present
CBIZ MHM, LLC January 2010 - December 2014
CBIZ Goldstein Lewin January 2010 - December 2012
Goldstein Lewin & Co. July 2008 - January 2010
Goldstein Lewin & Co. July 2003 - June 2008
Goldstein Lewin & Co. January 1998 - June 2003
Weinberg & Company August 1993 - December 1997
Prager and Fenton January 1984 - August 1993
Skills
Tax Preparation, CPA, Accounting, Tax, Income Tax, Corporate Tax, Tax Returns, Tax Accounting, Mergers & Acquisitions, QuickBooks, Tax Research, International Tax, Tax Advisory, Sales Tax, High Net Worth..., ProSystem fx Tax, Internal Controls, US GAAP, Financial Reporting
Education
City University of New York-Brooklyn College 1980 — 1984
Bachelor of Science, Accounting
Debra Jaide Debra Jaide's CBIZ MHM, LLC Experience April 2007 - October 2010
Job Comfortable and adept at interacting with people from various backgrounds and cultures.
Industry Health, Wellness and Fitness
Experience
Evolving Wisdom November 2010 - March 2015
CBIZ MHM, LLC April 2007 - October 2010
Banner - University Medical Center February 2005 - April 2007
Hill Physicians Medical Group July 2000 - June 2004
Hill Physicians Medical Group February 1998 - August 2000
Skills
Training, Program Management, Marketing, Editing, Analysis, Policy, Networking, Recruiting, Management, Coaching, Leadership, Social Media, Project Management, Event Planning, CRM, Workshop Facilitation, Public Speaking, Customer Service
Education
Diablo Valley College 2001 — 2003
AA, Liberal Arts
Evolving Wisdom November 2010 - March 2015
CBIZ MHM, LLC April 2007 - October 2010
Banner - University Medical Center February 2005 - April 2007
Hill Physicians Medical Group July 2000 - June 2004
Hill Physicians Medical Group February 1998 - August 2000
Skills
Training, Program Management, Marketing, Editing, Analysis, Policy, Networking, Recruiting, Management, Coaching, Leadership, Social Media, Project Management, Event Planning, CRM, Workshop Facilitation, Public Speaking, Customer Service
Education
Diablo Valley College 2001 — 2003
AA, Liberal Arts
Stan Wielgus's CBIZ MHM, LLC Experience December 1998 - 2009
Job
Industry Accounting
Experience
Stephano Slack LLC January 2010 - Present
Mayer Hoffman McCann 2004 - 2009
CBIZ MHM, LLC December 1998 - 2009
CBIZ, Inc. 1998 - 2009
Jones HAyward & Lenzi PC 1996 - 1998
Skills
Tax, Income Tax, High Net Worth..., IRS, LLC, Auditing, Accounting, Corporate Tax, Partnership Taxation, Tax Research, Tax Preparation, Bookkeeping, Strategic Financial..., CPA, Financial Statements, GAAP, Financial Reporting, Tax Returns, ProSystem fx Tax, State Tax, Financial Accounting, Mergers & Acquisitions, Finance, Financial Planning
Education
Widener University 1997 — 2000
MST, Taxation
Drexel University - LeBow College of Business 1969 — 1973
BS, Accounting
Stephano Slack LLC January 2010 - Present
Mayer Hoffman McCann 2004 - 2009
CBIZ MHM, LLC December 1998 - 2009
CBIZ, Inc. 1998 - 2009
Jones HAyward & Lenzi PC 1996 - 1998
Skills
Tax, Income Tax, High Net Worth..., IRS, LLC, Auditing, Accounting, Corporate Tax, Partnership Taxation, Tax Research, Tax Preparation, Bookkeeping, Strategic Financial..., CPA, Financial Statements, GAAP, Financial Reporting, Tax Returns, ProSystem fx Tax, State Tax, Financial Accounting, Mergers & Acquisitions, Finance, Financial Planning
Education
Widener University 1997 — 2000
MST, Taxation
Drexel University - LeBow College of Business 1969 — 1973
BS, Accounting
Cindy Pellegrino's CBIZ MHM, LLC Experience September 2015 - Present
Job Seeking a position in the Human Resources Field
Industry Human Resources
Experience
CBIZ MHM, LLC September 2015 - Present
Broadcast Microwave Services November 2006 - April 2015
CSC July 2005 - July 2006
Computer Sciences Corporation July 1997 - July 2005
Skills
Process Improvement, Team Leadership, Program Management, Vendor Management, Team Building, Management, Software Documentation, Strategic Planning, Outlook, Human Resources, Project Management, ITIL, Project Planning, Access, Quality Assurance, MS Project, Help Desk Support, Leadership, Business Requirements, SharePoint, Time Management, Change Management, Microsoft Office, RFP, Microsoft Excel, Microsoft Word, Business Travel, Travel Arrangements
Education
University of Phoenix-San Diego Campus 2009 — 2012
Bachelor of Science (BS), Business/HR Management
Chapman University 1990 — 1993
General Education
CBIZ MHM, LLC September 2015 - Present
Broadcast Microwave Services November 2006 - April 2015
CSC July 2005 - July 2006
Computer Sciences Corporation July 1997 - July 2005
Skills
Process Improvement, Team Leadership, Program Management, Vendor Management, Team Building, Management, Software Documentation, Strategic Planning, Outlook, Human Resources, Project Management, ITIL, Project Planning, Access, Quality Assurance, MS Project, Help Desk Support, Leadership, Business Requirements, SharePoint, Time Management, Change Management, Microsoft Office, RFP, Microsoft Excel, Microsoft Word, Business Travel, Travel Arrangements
Education
University of Phoenix-San Diego Campus 2009 — 2012
Bachelor of Science (BS), Business/HR Management
Chapman University 1990 — 1993
General Education
Jason S. Vanden Bosch, CPA's CBIZ MHM, LLC Experience September 1997 - Present
Job Experienced accounting and tax expert for midmarket, privately held businesses
Industry Accounting
Experience
CBIZ MHM, LLC September 1997 - Present
MCI Corporation May 1997 - September 1997
ESSCO Pumps and Controls September 1993 - May 1997
Skills
Tax, Accounting, Auditing, Tax Return Preparation, Real Estate, 1031 Exchanges, Construction Accounting, Partnership Accounting, Audit, Compilation, GAAP, Depreciation, Tax Research, S Corporations, High Net Worth..., LLC, State Taxation, Federal Tax, Partnership Taxation, Individual Taxation, Entity Selection, Tax Structuring, Tax Compliance, US Tax, Tax Preparation, CPA, Tax Returns, Forensic Accounting, Finance, Income Tax, US GAAP, Financial Analysis
Education
Northwestern College 1994 — 1997
B.A., Accounting and Business Administration
California State University-Long Beach 1993 — 1994
Accounting
Grace Davis High School 1990 — 1993
High School Diploma, Accounting
CBIZ MHM, LLC September 1997 - Present
MCI Corporation May 1997 - September 1997
ESSCO Pumps and Controls September 1993 - May 1997
Skills
Tax, Accounting, Auditing, Tax Return Preparation, Real Estate, 1031 Exchanges, Construction Accounting, Partnership Accounting, Audit, Compilation, GAAP, Depreciation, Tax Research, S Corporations, High Net Worth..., LLC, State Taxation, Federal Tax, Partnership Taxation, Individual Taxation, Entity Selection, Tax Structuring, Tax Compliance, US Tax, Tax Preparation, CPA, Tax Returns, Forensic Accounting, Finance, Income Tax, US GAAP, Financial Analysis
Education
Northwestern College 1994 — 1997
B.A., Accounting and Business Administration
California State University-Long Beach 1993 — 1994
Accounting
Grace Davis High School 1990 — 1993
High School Diploma, Accounting
Hannah Gentry's CBIZ MHM, LLC Experience 2008 - Present
Job Staff at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC 2008 - Present
Core Innovation May 2007 - November 2008
KPMG June 2008 - August 2008
Education
Colorado State University 2003 — 2008
BS, Accounting; Finance
CBIZ MHM, LLC 2008 - Present
Core Innovation May 2007 - November 2008
KPMG June 2008 - August 2008
Education
Colorado State University 2003 — 2008
BS, Accounting; Finance
Brian T. Ash's CBIZ MHM, LLC Experience 2002 - March 2013
Job Managing Director at CoMetrics Partners LLC
Industry Management Consulting
Experience
CoMetrics Partners LLC April 2013 - Present
CBIZ MHM, LLC 2002 - March 2013
Deloitte Consulting March 2002 - October 2002
CIT January 2000 - March 2002
Morgan Stanley January 1998 - June 1999
BDO USA, LLP November 1996 - December 1998
Skills
Forensic Accounting, Due Diligence, Accounting, Internal Audit, Auditing, Internal Controls, Financial Risk, SEC filings, Management, Financial Modeling, Cash Flow, US GAAP, Finance, Restructuring, Financial Audits, GAAP, Mergers & Acquisitions, Portfolio Management, Financial Services, Credit, SEC Filings, Credit Risk, CPA
Education
Pace University - Lubin School of Business 1993 — 1996
B.B.A, Public Accounting
City University of New York
CoMetrics Partners LLC April 2013 - Present
CBIZ MHM, LLC 2002 - March 2013
Deloitte Consulting March 2002 - October 2002
CIT January 2000 - March 2002
Morgan Stanley January 1998 - June 1999
BDO USA, LLP November 1996 - December 1998
Skills
Forensic Accounting, Due Diligence, Accounting, Internal Audit, Auditing, Internal Controls, Financial Risk, SEC filings, Management, Financial Modeling, Cash Flow, US GAAP, Finance, Restructuring, Financial Audits, GAAP, Mergers & Acquisitions, Portfolio Management, Financial Services, Credit, SEC Filings, Credit Risk, CPA
Education
Pace University - Lubin School of Business 1993 — 1996
B.B.A, Public Accounting
City University of New York
Debbie Cooper's CBIZ MHM, LLC Experience October 2012 - January 2014
Job Controller at The Pun Group, LLP a division of Pun & McGeady
Industry Financial Services
Experience
The Pun Group, LLP May 2014 - Present
CBIZ MHM, LLC October 2012 - January 2014
Connolly Consulting April 2009 - September 2012
Pearson October 2006 - December 2008
PRG-Schultz (formerly Loder, Drew & Associates) 1997 - 2005
Unplugged 1996 - 1997
Vision Sports Holding Corp. 1995 - 1996
Johnson, Fujita, Peauroi an Accountancy Corporation 1991 - 1995
Skills
Cross-functional Team..., Strategic Planning, Forecasting, Process Improvement, Budgets, Project Management, SaaS, Auditing
Education
California State University-Long Beach 1987 — 1989
BS, Accounting
Pepperdine University 1985 — 1986
Business Admin
The Pun Group, LLP May 2014 - Present
CBIZ MHM, LLC October 2012 - January 2014
Connolly Consulting April 2009 - September 2012
Pearson October 2006 - December 2008
PRG-Schultz (formerly Loder, Drew & Associates) 1997 - 2005
Unplugged 1996 - 1997
Vision Sports Holding Corp. 1995 - 1996
Johnson, Fujita, Peauroi an Accountancy Corporation 1991 - 1995
Skills
Cross-functional Team..., Strategic Planning, Forecasting, Process Improvement, Budgets, Project Management, SaaS, Auditing
Education
California State University-Long Beach 1987 — 1989
BS, Accounting
Pepperdine University 1985 — 1986
Business Admin
Scott Slabotsky, CPA's CBIZ MHM, LLC Experience July 1976 - Present
Job Lead Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 1976 - Present
Mayer Hoffman McCann P.C. July 1976 - Present
Skills
Financial Analysis, Tax Accounting, Tax, Income Tax, Business Valuation, Auditing, Not for Profit, SEC filings, Due Diligence, Succession Planning, Management, US GAAP, Corporate Tax, Mergers, Estate Planning, GAAP, Sarbanes-Oxley Act, Financial Audits, Accounting, Strategic Planning, Valuation, Tax Advisory, Employee Benefits, Financial Modeling, Internal Audit, Consulting
Education
University of Southern California - Marshall School of Business 1975 — 1976
M.B.A., Taxation
Drake University 1971 — 1975
B.A., Accounting
CBIZ MHM, LLC July 1976 - Present
Mayer Hoffman McCann P.C. July 1976 - Present
Skills
Financial Analysis, Tax Accounting, Tax, Income Tax, Business Valuation, Auditing, Not for Profit, SEC filings, Due Diligence, Succession Planning, Management, US GAAP, Corporate Tax, Mergers, Estate Planning, GAAP, Sarbanes-Oxley Act, Financial Audits, Accounting, Strategic Planning, Valuation, Tax Advisory, Employee Benefits, Financial Modeling, Internal Audit, Consulting
Education
University of Southern California - Marshall School of Business 1975 — 1976
M.B.A., Taxation
Drake University 1971 — 1975
B.A., Accounting
John Shelton's CBIZ MHM, LLC Experience September 2000 - June 2002
Job Partner Fairview Search Group
Industry Accounting
Experience
Fairview Search Group, LLC June 2014 - Present
National Staffing Firm June 2013 - March 2014
Robert Half Finance & Accounting February 2008 - April 2013
Robert Half Finance & Accounting June 2004 - January 2008
Samet, Payne, Wood, Horton & Company June 2002 - February 2004
CBIZ MHM, LLC September 2000 - June 2002
Skills
Accounting, Executive Search, College Recruiting, Accounting Recruitment, Internet Recruiting, Finance, Contract Recruitment, Permanent Placement, Financial Reporting, Sourcing, Financial Audits, Interviews, Employee Benefits, Screening Resumes, US GAAP, Hiring, Management, Corporate Recruiting, Forecasting, Financial Services, Strategic Financial..., Resume Writing, Leadership, Financial Analysis, Auditing, Budgets, Financial Accounting, Financial Planning
Education
East Carolina University 1994 — 2000
BSA/MSA, Accounting
Fairview Search Group, LLC June 2014 - Present
National Staffing Firm June 2013 - March 2014
Robert Half Finance & Accounting February 2008 - April 2013
Robert Half Finance & Accounting June 2004 - January 2008
Samet, Payne, Wood, Horton & Company June 2002 - February 2004
CBIZ MHM, LLC September 2000 - June 2002
Skills
Accounting, Executive Search, College Recruiting, Accounting Recruitment, Internet Recruiting, Finance, Contract Recruitment, Permanent Placement, Financial Reporting, Sourcing, Financial Audits, Interviews, Employee Benefits, Screening Resumes, US GAAP, Hiring, Management, Corporate Recruiting, Forecasting, Financial Services, Strategic Financial..., Resume Writing, Leadership, Financial Analysis, Auditing, Budgets, Financial Accounting, Financial Planning
Education
East Carolina University 1994 — 2000
BSA/MSA, Accounting
Chris Stein, CPA's CBIZ MHM, LLC Experience August 2015 - Present
Job Financial Services Professional Specializing in Tax
Industry Accounting
Experience
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC August 2012 - July 2015
CBIZ MHM, LLC September 2009 - July 2012
Chernin's Shoe Outlet, LLC 2007 - 2009
Skills
Tax Research, Partnership Taxation, Tax, Tax Preparation, Income Tax, GoSystems, CPA, QuickBooks, ProSystem fx Tax, High Net Worth..., Corporate Tax, Tax Accounting, Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science (MS), Taxation
University of Illinois at Chicago 2004 — 2008
BS, Finance
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC August 2012 - July 2015
CBIZ MHM, LLC September 2009 - July 2012
Chernin's Shoe Outlet, LLC 2007 - 2009
Skills
Tax Research, Partnership Taxation, Tax, Tax Preparation, Income Tax, GoSystems, CPA, QuickBooks, ProSystem fx Tax, High Net Worth..., Corporate Tax, Tax Accounting, Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science (MS), Taxation
University of Illinois at Chicago 2004 — 2008
BS, Finance
Robert Threatt's CBIZ MHM, LLC Experience January 2008 - November 2008
Job Compliance Officer
Industry Financial Services
Experience
North County Transit District March 2012 - Present
North County Transit District January 2010 - March 2012
Intuit November 2008 - November 2009
CBIZ MHM, LLC January 2008 - November 2008
Squar Milner January 2005 - January 2008
Skills
Internal Audit, Financial Statements, Auditing, Sarbanes-Oxley Act, Budgets, Financial Reporting, Internal Controls, GAAP, Accounting, Corporate Finance, Financial Accounting, Process Improvement, SEC filings, Payroll
Education
California State University-San Marcos - College of Business Administration 2002 — 2005
BS Business Admin., Accounting
North County Transit District March 2012 - Present
North County Transit District January 2010 - March 2012
Intuit November 2008 - November 2009
CBIZ MHM, LLC January 2008 - November 2008
Squar Milner January 2005 - January 2008
Skills
Internal Audit, Financial Statements, Auditing, Sarbanes-Oxley Act, Budgets, Financial Reporting, Internal Controls, GAAP, Accounting, Corporate Finance, Financial Accounting, Process Improvement, SEC filings, Payroll
Education
California State University-San Marcos - College of Business Administration 2002 — 2005
BS Business Admin., Accounting
Richard Gralitzer, CPA's CBIZ MHM, LLC Experience January 2009 - Present
Job Principal of CBIZ MHM, CoChair of CBIZ Restaurant Practice Group
Industry Accounting
Experience
CBIZ MHM, LLC January 2009 - Present
Creative Sports Management 1994 - Present
Skills
Forensic Accounting, CPA, Accounting, Corporate Tax, Tax Preparation, Income Tax, Tax, Tax Accounting, Partnership Taxation, High Net Worth..., ProSystem fx Tax, SEC filings, Tax Returns, Revenue Recognition, Financial Reporting, Financial Accounting, US Tax, Due Diligence, Internal Controls, Tax Research, Assurance, Mergers & Acquisitions, CCH ProSystem fx, Restaurant Accounting..., Hospitality Accounting..., Internal Audit, S Corporations, Managerial Finance, US GAAP, Financial Statements, Tax Advisory, Auditing, International Tax, Fixed Assets, GAAP
Education
California State University-Northridge 1976 — 1980
B.S., Accounting
CBIZ MHM, LLC January 2009 - Present
Creative Sports Management 1994 - Present
Skills
Forensic Accounting, CPA, Accounting, Corporate Tax, Tax Preparation, Income Tax, Tax, Tax Accounting, Partnership Taxation, High Net Worth..., ProSystem fx Tax, SEC filings, Tax Returns, Revenue Recognition, Financial Reporting, Financial Accounting, US Tax, Due Diligence, Internal Controls, Tax Research, Assurance, Mergers & Acquisitions, CCH ProSystem fx, Restaurant Accounting..., Hospitality Accounting..., Internal Audit, S Corporations, Managerial Finance, US GAAP, Financial Statements, Tax Advisory, Auditing, International Tax, Fixed Assets, GAAP
Education
California State University-Northridge 1976 — 1980
B.S., Accounting
Ronald Posner's CBIZ MHM, LLC Experience January 2000 - August 2015
Job Business Advisor Serving Small Business, Executives and Owners
Industry Financial Services
Experience
Cherry Bekaert LLP August 2015 - Present
CBIZ MHM, LLC January 2000 - August 2015
Mayer Hoffman McCann P.C. January 2000 - August 2015
Skills
Forensic Accounting, CPA, Tax, Tax Accounting, Restructuring, Due Diligence, Accounting, Business Valuation, Tax Preparation, SEC filings, International Tax, Corporate Tax, Auditing, Tax Research, Mergers & Acquisitions, Tax Law, Internal Controls, Income Tax, Financial Statements, Financial Reporting, GAAP, Internal Audit, QuickBooks, Strategic Financial..., SEC Filings, Financial Planning
Education
University of Maryland College Park 1967 — 1972
Bachelor's degree, Psychology, Accounting
Duke University
Cherry Bekaert LLP August 2015 - Present
CBIZ MHM, LLC January 2000 - August 2015
Mayer Hoffman McCann P.C. January 2000 - August 2015
Skills
Forensic Accounting, CPA, Tax, Tax Accounting, Restructuring, Due Diligence, Accounting, Business Valuation, Tax Preparation, SEC filings, International Tax, Corporate Tax, Auditing, Tax Research, Mergers & Acquisitions, Tax Law, Internal Controls, Income Tax, Financial Statements, Financial Reporting, GAAP, Internal Audit, QuickBooks, Strategic Financial..., SEC Filings, Financial Planning
Education
University of Maryland College Park 1967 — 1972
Bachelor's degree, Psychology, Accounting
Duke University
John Stahulak's CBIZ MHM, LLC Experience June 1981 - Present
Job Managing Director at CBIZ MHM, LLC
Industry Computer Software
Experience
CBIZ MHM, LLC June 1981 - Present
Skills
CPA, Accounting, GAAP, Financial Reporting, Internal Controls, Risk Management, Financial Analysis, Professional Services, Auditing, Tax, SEC filings, Leadership, Employee Benefits, Consulting, Strategic Planning, Change Management, Forensic Accounting, Corporate Tax, Internal Audit, Management Consulting, Microsoft Dynamics GP, SYSPRO
Education
DePaul University 1978 — 1981
BS, Accounting
CBIZ MHM, LLC June 1981 - Present
Skills
CPA, Accounting, GAAP, Financial Reporting, Internal Controls, Risk Management, Financial Analysis, Professional Services, Auditing, Tax, SEC filings, Leadership, Employee Benefits, Consulting, Strategic Planning, Change Management, Forensic Accounting, Corporate Tax, Internal Audit, Management Consulting, Microsoft Dynamics GP, SYSPRO
Education
DePaul University 1978 — 1981
BS, Accounting
Katherine Boag, CPA's CBIZ MHM, LLC Experience January 2010 - September 2012
Job Manager of SEC Financial Reporting at MiFi (Novatel Wireless, Inc)
Industry Accounting
Experience
MiFi (Novatel Wireless, Inc) April 2015 - Present
LPL Financial September 2012 - April 2015
CBIZ MHM, LLC January 2010 - September 2012
PowerGenix August 2007 - April 2009
Skills
GAAP, Financial Reporting, Accounting, SEC filings, US GAAP, Auditing, Internal Controls, Financial Accounting, Financial Analysis, Financial Statements, CPA, External Audit, QuickBooks, Sarbanes-Oxley Act, Microsoft Excel, SEC Filings, Tax, Microsoft Office
Education
California State University-San Marcos - College of Business Administration 2004 — 2009
Bachelor's Degree, Business Administration: Accounting, Dean's List; GPA 3.5 Cum Laude
MiFi (Novatel Wireless, Inc) April 2015 - Present
LPL Financial September 2012 - April 2015
CBIZ MHM, LLC January 2010 - September 2012
PowerGenix August 2007 - April 2009
Skills
GAAP, Financial Reporting, Accounting, SEC filings, US GAAP, Auditing, Internal Controls, Financial Accounting, Financial Analysis, Financial Statements, CPA, External Audit, QuickBooks, Sarbanes-Oxley Act, Microsoft Excel, SEC Filings, Tax, Microsoft Office
Education
California State University-San Marcos - College of Business Administration 2004 — 2009
Bachelor's Degree, Business Administration: Accounting, Dean's List; GPA 3.5 Cum Laude
Wendy J. Claborn, CPA's CBIZ MHM, LLC Experience June 1977 - January 2013
Job Senior Manager at Farber Hass Hurley LLP
Industry Accounting
Experience
Farber Hass Hurley LLP September 2014 - Present
Mayer Hoffman McCann P.C. June 1977 - January 2013
CBIZ MHM, LLC June 1977 - January 2013
Skills
CPA, External Audit, Financial Accountancy, Private Companies, Technical Accounting..., Financial Statement..., Audits of Employee..., US GAAP, Member of AICPA, Accounting, Project Accounting, Accounting Applications, GAAP, Assurance, Financial Accounting, Financial Reporting, Auditing, Financial Statements
Education
California State University-Northridge 1973 — 1977
Bachelors, Business Administration - Accounting
Farber Hass Hurley LLP September 2014 - Present
Mayer Hoffman McCann P.C. June 1977 - January 2013
CBIZ MHM, LLC June 1977 - January 2013
Skills
CPA, External Audit, Financial Accountancy, Private Companies, Technical Accounting..., Financial Statement..., Audits of Employee..., US GAAP, Member of AICPA, Accounting, Project Accounting, Accounting Applications, GAAP, Assurance, Financial Accounting, Financial Reporting, Auditing, Financial Statements
Education
California State University-Northridge 1973 — 1977
Bachelors, Business Administration - Accounting
Anne-Marie Fisher's CBIZ MHM, LLC Experience September 1990 - Present
Job Tax Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 1990 - Present
Skills
CPA, High Net Worth..., Tax Preparation, Compliance, US Tax, Corporate Tax, Partnership Taxation, State Tax, Tax Accounting, Closely Held Business, Tax Research, Retirement Planning, Fiduciary and Trust..., Corporations
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
MST, Taxation
Indiana University Bloomington 1987 — 1990
BS, Accounting
CBIZ MHM, LLC September 1990 - Present
Skills
CPA, High Net Worth..., Tax Preparation, Compliance, US Tax, Corporate Tax, Partnership Taxation, State Tax, Tax Accounting, Closely Held Business, Tax Research, Retirement Planning, Fiduciary and Trust..., Corporations
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
MST, Taxation
Indiana University Bloomington 1987 — 1990
BS, Accounting
Galina Zavalijs, MBA's CBIZ MHM, LLC Experience January 2010 - November 2013
Job Family Office Executive
Industry Accounting
Experience
Reichenbaum Capital Corp January 2014 - Present
CBIZ MHM, LLC January 2010 - November 2013
Housing Trust Group, LLC January 2009 - January 2010
New World School of the Arts August 2006 - June 2008
Florida International University August 2006 - May 2007
Brooklyn College September 2004 - August 2006
Education
Keller Graduate School of Management 2007 — 2008
MBA, Accounting
City University of New York-Brooklyn College 2000 — 2006
MM, Music
Reichenbaum Capital Corp January 2014 - Present
CBIZ MHM, LLC January 2010 - November 2013
Housing Trust Group, LLC January 2009 - January 2010
New World School of the Arts August 2006 - June 2008
Florida International University August 2006 - May 2007
Brooklyn College September 2004 - August 2006
Education
Keller Graduate School of Management 2007 — 2008
MBA, Accounting
City University of New York-Brooklyn College 2000 — 2006
MM, Music
Robert Wilneff's CBIZ MHM, LLC Experience 1967 - Present
Job Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC 1967 - Present
Skills
Tax Preparation, Income Tax, Tax, Corporate Tax, Partnership Taxation, Tax Returns, S Corporations, Accounting, Forensic Accounting, CPA, Bookkeeping, QuickBooks, Small Business, Tax Advisory, Tax Accounting, IRS, Auditing, Financial Reporting, Tax Research, Financial Accounting
Education
DePaul University College of Law 1969 — 1973
Doctor of Law (J.D.), Law
DePaul University 1963 — 1967
Bachelor of Science (BSc), Accounting
CBIZ MHM, LLC 1967 - Present
Skills
Tax Preparation, Income Tax, Tax, Corporate Tax, Partnership Taxation, Tax Returns, S Corporations, Accounting, Forensic Accounting, CPA, Bookkeeping, QuickBooks, Small Business, Tax Advisory, Tax Accounting, IRS, Auditing, Financial Reporting, Tax Research, Financial Accounting
Education
DePaul University College of Law 1969 — 1973
Doctor of Law (J.D.), Law
DePaul University 1963 — 1967
Bachelor of Science (BSc), Accounting
Karl G. Fassnacht's CBIZ MHM, LLC Experience July 2013 - Present
Job Director/Shareholder at CBIZ MHM LLC
Industry Accounting
Experience
CBIZ MHM LLC July 2013 - Present
Grant Thornton LLP November 1994 - July 2013
ParenteBeard LLC November 2003 - November 2004
Glickman, Berkovitz, Levinson & Weiner July 1982 - October 1994
Ernst & Young January 1977 - June 1982
Deloitte July 1972 - December 1976
Skills
•Technical accounting, •Compliance (Internal..., •International, •Complex organization..., •Coaching and mentoring, Instructing, Presenting Solutions, Auditing, Internal Controls, Accounting
Education
Drexel University 1980 — 1985
MBA, Finance and Financial Management Services, 3.7
Drexel University 1967 — 1972
BS, Humanities & Social Sciences, 3.5
CBIZ MHM LLC July 2013 - Present
Grant Thornton LLP November 1994 - July 2013
ParenteBeard LLC November 2003 - November 2004
Glickman, Berkovitz, Levinson & Weiner July 1982 - October 1994
Ernst & Young January 1977 - June 1982
Deloitte July 1972 - December 1976
Skills
•Technical accounting, •Compliance (Internal..., •International, •Complex organization..., •Coaching and mentoring, Instructing, Presenting Solutions, Auditing, Internal Controls, Accounting
Education
Drexel University 1980 — 1985
MBA, Finance and Financial Management Services, 3.7
Drexel University 1967 — 1972
BS, Humanities & Social Sciences, 3.5
Jonathan Albert's CBIZ MHM, LLC Experience January 2013 - October 2013
Job Controller at Marmon/Keystone LLC
Industry Mining & Metals
Experience
Marmon/Keystone LLC November 2014 - Present
Baker Tilly Virchow Krause, LLP January 2015 - April 2015
Baker Tilly Virchow Krause, LLP November 2013 - November 2014
CBIZ MHM, LLC January 2013 - October 2013
Ryerson Inc. February 2010 - January 2013
Marmon/Keystone LLC October 2006 - February 2010
Education
Mercer University
Master of Accountancy (MAcc), Accounting
Clarion University of Pennsylvania
Bachelor of Science in Business Administration (BSBA), Marketing
Marmon/Keystone LLC November 2014 - Present
Baker Tilly Virchow Krause, LLP January 2015 - April 2015
Baker Tilly Virchow Krause, LLP November 2013 - November 2014
CBIZ MHM, LLC January 2013 - October 2013
Ryerson Inc. February 2010 - January 2013
Marmon/Keystone LLC October 2006 - February 2010
Education
Mercer University
Master of Accountancy (MAcc), Accounting
Clarion University of Pennsylvania
Bachelor of Science in Business Administration (BSBA), Marketing
Sheryl Anderson's CBIZ MHM, LLC Experience October 2008 - Present
Job Tax, Accounting & Audit Dept.: CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC October 2008 - Present
Haworth January 2003 - April 2008
John Hancock Life Insurance Company (U.S.A.) March 1998 - July 2002
Midland Food Services December 1996 - March 1998
Minnesota Mutual March 1993 - April 1996
Computer Associates, Inc 1986 - 1990
Skills
Customer Service, Insurance, Spreadsheets, Sales, Team Building, Administrative..., Invoicing, Accounts Receivable, Microsoft Excel, Payroll, Accounting, Employee Benefits, Marketing, Outlook, Strategic Planning, Human Resources, Sales Management, Management
Education
Cuyahoga Community College
Business
Richland Community College
CBIZ MHM, LLC October 2008 - Present
Haworth January 2003 - April 2008
John Hancock Life Insurance Company (U.S.A.) March 1998 - July 2002
Midland Food Services December 1996 - March 1998
Minnesota Mutual March 1993 - April 1996
Computer Associates, Inc 1986 - 1990
Skills
Customer Service, Insurance, Spreadsheets, Sales, Team Building, Administrative..., Invoicing, Accounts Receivable, Microsoft Excel, Payroll, Accounting, Employee Benefits, Marketing, Outlook, Strategic Planning, Human Resources, Sales Management, Management
Education
Cuyahoga Community College
Business
Richland Community College
Dan Smith, FLMI's CBIZ MHM, LLC Experience April 2004 - September 2006
Job Sr. Software Engineer at NCR Retail
Industry Information Technology and Services
Experience
NCR Retail March 2015 - Present
Diversified Solutions August 2014 - February 2015
Valtech March 2014 - August 2014
LRS August 2013 - January 2014
Goetze Dental September 2006 - July 2013
CBIZ MHM, LLC April 2004 - September 2006
Trac-Excel Consulting October 2003 - April 2004
Triple I July 2002 - September 2003
MetLife June 2000 - March 2002
Business Men's Assurance Company of America February 1991 - June 2000
Skills
Requirements Gathering, SDLC, Systems Analysis, COBOL, Visio, Business Analysis, Requirements Analysis, Vendor Management, Project Portfolio..., PMP, User Acceptance Testing, DB2, Process Improvement, PeopleSoft, Enterprise Architecture, Insurance, TSO, Business Process..., Mainframe, Visual C#, Visual Studio, Borland Delphi, Microsoft Office, Microsoft SQL Server, Oracle SQL, Document Management, SharePoint
Education
Creighton University 1979 — 1983
BSBA, Mgt. Information Systems
Cathedral High School
Cathedral High School
NCR Retail March 2015 - Present
Diversified Solutions August 2014 - February 2015
Valtech March 2014 - August 2014
LRS August 2013 - January 2014
Goetze Dental September 2006 - July 2013
CBIZ MHM, LLC April 2004 - September 2006
Trac-Excel Consulting October 2003 - April 2004
Triple I July 2002 - September 2003
MetLife June 2000 - March 2002
Business Men's Assurance Company of America February 1991 - June 2000
Skills
Requirements Gathering, SDLC, Systems Analysis, COBOL, Visio, Business Analysis, Requirements Analysis, Vendor Management, Project Portfolio..., PMP, User Acceptance Testing, DB2, Process Improvement, PeopleSoft, Enterprise Architecture, Insurance, TSO, Business Process..., Mainframe, Visual C#, Visual Studio, Borland Delphi, Microsoft Office, Microsoft SQL Server, Oracle SQL, Document Management, SharePoint
Education
Creighton University 1979 — 1983
BSBA, Mgt. Information Systems
Cathedral High School
Cathedral High School
Ashley Caspersen, CPA's CBIZ MHM, LLC Experience January 2009 - April 2009
Job at
Industry Accounting
Experience
Trinity Health April 2014 - Present
UHS May 2013 - March 2014
UHS October 2011 - May 2013
EnergyPlus Company August 2010 - October 2011
CBIZ MHM, LLC January 2009 - April 2009
Skills
Financial Reporting, Auditing, Financial Statements, GAAP, Accounting, US GAAP, Financial Accounting, General Ledger, Nonprofits, Internal Audit, CPA, Internal Controls, Healthcare, Tax, Tax Returns, Finance, Financial Analysis, GASB, Sarbanes-Oxley Act
Education
Delaware County Community College
West Chester University of Pennsylvania
Bachelor of Science, Accounting
Trinity Health April 2014 - Present
UHS May 2013 - March 2014
UHS October 2011 - May 2013
EnergyPlus Company August 2010 - October 2011
CBIZ MHM, LLC January 2009 - April 2009
Skills
Financial Reporting, Auditing, Financial Statements, GAAP, Accounting, US GAAP, Financial Accounting, General Ledger, Nonprofits, Internal Audit, CPA, Internal Controls, Healthcare, Tax, Tax Returns, Finance, Financial Analysis, GASB, Sarbanes-Oxley Act
Education
Delaware County Community College
West Chester University of Pennsylvania
Bachelor of Science, Accounting
Ashley McDonough's CBIZ MHM, LLC Experience December 2000 - Present
Job Senior Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC December 2000 - Present
Skills
Tax, Accounting, Income Tax, Tax Compliance, Real Estate, Tax Accounting, Corporate Tax, Tax Preparation, CPA, Internal Controls, Tax Research, Tax Returns, Tax Advisory, Partnership Taxation, ProSystem fx Tax, US Tax, Financial Reporting
Education
Golden Gate University 2003 — 2007
Master's Degree, Taxation
California State University-Northridge 1992 — 1997
Bachelor's Degree, Accounting
CBIZ MHM, LLC December 2000 - Present
Skills
Tax, Accounting, Income Tax, Tax Compliance, Real Estate, Tax Accounting, Corporate Tax, Tax Preparation, CPA, Internal Controls, Tax Research, Tax Returns, Tax Advisory, Partnership Taxation, ProSystem fx Tax, US Tax, Financial Reporting
Education
Golden Gate University 2003 — 2007
Master's Degree, Taxation
California State University-Northridge 1992 — 1997
Bachelor's Degree, Accounting
Robert Karon's CBIZ MHM, LLC Experience 1975 - Present
Job CPA Attorney with experience in estate and sophisticated tax planning
Industry Accounting
Experience
CBIZ MHM, LLC 1975 - Present
CBIZ AttorneyMaun Law FirmJanuary 1970 - October 1972
PwC December 1968 - June 1970
Skills
Tax, Wealth Transfer, Philanthropy, Wealth Accumulation, Succession Planning, Tax Litigation, Auditing, International Tax, Mergers & Acquisitions, Forensic Accounting, SEC filings, Corporate Tax, Tax Research, Tax Law, Accounting, Estate Planning, Income Tax, Budgets, High Net Worth..., Tax Accounting, Mergers, Tax Advisory, Due Diligence, Tax Preparation, Estate Tax Planning, CPA, Business Valuation
Education
Drake University Law School 2000 — 2002
JD, Law
University of Minnesota-Twin Cities 1964 — 1968
Bachelor of Science (BS), Accounting and Related Services
CBIZ MHM, LLC 1975 - Present
CBIZ AttorneyMaun Law FirmJanuary 1970 - October 1972
PwC December 1968 - June 1970
Skills
Tax, Wealth Transfer, Philanthropy, Wealth Accumulation, Succession Planning, Tax Litigation, Auditing, International Tax, Mergers & Acquisitions, Forensic Accounting, SEC filings, Corporate Tax, Tax Research, Tax Law, Accounting, Estate Planning, Income Tax, Budgets, High Net Worth..., Tax Accounting, Mergers, Tax Advisory, Due Diligence, Tax Preparation, Estate Tax Planning, CPA, Business Valuation
Education
Drake University Law School 2000 — 2002
JD, Law
University of Minnesota-Twin Cities 1964 — 1968
Bachelor of Science (BS), Accounting and Related Services
Anna Kadushin's CBIZ MHM, LLC Experience April 2013 - July 2014
Job
Industry Accounting
Experience
CBIZ MHM, LLC April 2013 - July 2014
Unified Physician Management April 2012 - March 2013
BDO Seidman, LLP September 2005 - April 2010
Russell Novak & Company, LLP April 2004 - September 2005
Skills
Tax Research, Corporate Tax, Tax Accounting, Tax, Income Tax, Tax Returns, Partnership Taxation, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
MS, Taxation
University of Miami - School of Business 2000 — 2004
BBA, Accounting
CBIZ MHM, LLC April 2013 - July 2014
Unified Physician Management April 2012 - March 2013
BDO Seidman, LLP September 2005 - April 2010
Russell Novak & Company, LLP April 2004 - September 2005
Skills
Tax Research, Corporate Tax, Tax Accounting, Tax, Income Tax, Tax Returns, Partnership Taxation, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
MS, Taxation
University of Miami - School of Business 2000 — 2004
BBA, Accounting
Keith Gregorski's CBIZ MHM, LLC Experience December 2007 - July 2009
Job Owner, Law Office of Keith Gregorski
Industry Law Practice
Experience
Consultant July 2009 - Present
CBIZ MHM, LLC December 2007 - July 2009
The Ohio Department of Taxation December 2002 - December 2007
Skills
Legal Research, Civil Litigation, Litigation, Personal Injury, Commercial Litigation, Appeals, Trial Practice, Courts, Mediation, Criminal Defense, Arbitration, Product Liability, Family Law, Wills, Wrongful Death, Torts, Trials, Legal Writing, Alternative Dispute..., Criminal Law, Personal Injury..., Corporate Law, Bankruptcy
Education
Cleveland State University - Cleveland-Marshall College of Law 1999 — 2002
JD, Law, cum laude
Ohio University 1990 — 1994
Bachelor of Arts (BA), Psychology
Consultant July 2009 - Present
CBIZ MHM, LLC December 2007 - July 2009
The Ohio Department of Taxation December 2002 - December 2007
Skills
Legal Research, Civil Litigation, Litigation, Personal Injury, Commercial Litigation, Appeals, Trial Practice, Courts, Mediation, Criminal Defense, Arbitration, Product Liability, Family Law, Wills, Wrongful Death, Torts, Trials, Legal Writing, Alternative Dispute..., Criminal Law, Personal Injury..., Corporate Law, Bankruptcy
Education
Cleveland State University - Cleveland-Marshall College of Law 1999 — 2002
JD, Law, cum laude
Ohio University 1990 — 1994
Bachelor of Arts (BA), Psychology
Kristina (Hicks) Drukker, CPA's CBIZ MHM, LLC Experience January 2013 - Present
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Higher Education
Experience
CBIZ MHM, LLC January 2013 - Present
Miller Haviland Ketter PC, PA June 2011 - January 2013
Miller Haviland Ketter PC, PA January 2011 - April 2011
University of Missouri-Kansas City August 2009 - April 2010
Property Valuation Services October 2007 - March 2009
Peace Corps 2005 - 2007
Skills
Bookkeeping, Tax, Tax Returns, Journal Entries, Accounting
Education
University of Missouri-Kansas City 2009 — 2010
MSA, Accounting
College of Charleston 2000 — 2004
BS, BA, International Business, German
University of Tübingen 2002 — 2003
German
CBIZ MHM, LLC January 2013 - Present
Miller Haviland Ketter PC, PA June 2011 - January 2013
Miller Haviland Ketter PC, PA January 2011 - April 2011
University of Missouri-Kansas City August 2009 - April 2010
Property Valuation Services October 2007 - March 2009
Peace Corps 2005 - 2007
Skills
Bookkeeping, Tax, Tax Returns, Journal Entries, Accounting
Education
University of Missouri-Kansas City 2009 — 2010
MSA, Accounting
College of Charleston 2000 — 2004
BS, BA, International Business, German
University of Tübingen 2002 — 2003
German
Angie Renshaw's CBIZ MHM, LLC Experience January 2011 - May 2012
Job Controller at Bayless Behavioral Health Solutions
Industry Health, Wellness and Fitness
Experience
Bayless Healthcare Group May 2012 - Present
CBIZ MHM, LLC January 2011 - May 2012
CBIZ MHM, LLC May 2005 - December 2010
Cronstrom and Trbovich August 2004 - April 2005
M V Acceptance July 2002 - August 2004
Arizona Attorney General's Office August 2001 - July 2002
Skills
Audit, Auditing, Non-profits, Insurance, Internal Controls, Accounting, Financial Reporting, GAAP, Financial Accounting, US GAAP, Healthcare, External Audit, Government, Compliance Audits, Financial Statements, CPA, Budgets, SEC filings, Quality Auditing
Education
Keller Graduate School of Management 2004 — 2006
MBA, Business
DeVry University Phoenix 2001 — 2003
BA, Accounting
University of Alaska Anchorage 1998 — 2001
Accounting
Bayless Healthcare Group May 2012 - Present
CBIZ MHM, LLC January 2011 - May 2012
CBIZ MHM, LLC May 2005 - December 2010
Cronstrom and Trbovich August 2004 - April 2005
M V Acceptance July 2002 - August 2004
Arizona Attorney General's Office August 2001 - July 2002
Skills
Audit, Auditing, Non-profits, Insurance, Internal Controls, Accounting, Financial Reporting, GAAP, Financial Accounting, US GAAP, Healthcare, External Audit, Government, Compliance Audits, Financial Statements, CPA, Budgets, SEC filings, Quality Auditing
Education
Keller Graduate School of Management 2004 — 2006
MBA, Business
DeVry University Phoenix 2001 — 2003
BA, Accounting
University of Alaska Anchorage 1998 — 2001
Accounting
Jason Tedesco, CPA's CBIZ MHM, LLC Experience September 2002 - October 2006
Job Accounting Professional
Industry Accounting
Experience
P3 Data Systems, Inc. October 2011 - December 2014
Rivet Software December 2009 - October 2011
Incentra Solutions, Inc. October 2006 - December 2009
CBIZ MHM, LLC September 2002 - October 2006
Fortner, Bayens, Levkulich & Garrison, P.C. October 2000 - April 2002
Skills
Financial Statements, GAAP, Financial Reporting, Accounting, SEC filings, Financial Accounting, General Ledger, Financial Analysis, US GAAP, Revenue Recognition, Forecasting, XBRL
Education
University of Denver - Daniels College of Business 1998 — 2000
Master's Degree, Accounting
Canisius College 1991 — 1995
Bachelor's Degree, Management
P3 Data Systems, Inc. October 2011 - December 2014
Rivet Software December 2009 - October 2011
Incentra Solutions, Inc. October 2006 - December 2009
CBIZ MHM, LLC September 2002 - October 2006
Fortner, Bayens, Levkulich & Garrison, P.C. October 2000 - April 2002
Skills
Financial Statements, GAAP, Financial Reporting, Accounting, SEC filings, Financial Accounting, General Ledger, Financial Analysis, US GAAP, Revenue Recognition, Forecasting, XBRL
Education
University of Denver - Daniels College of Business 1998 — 2000
Master's Degree, Accounting
Canisius College 1991 — 1995
Bachelor's Degree, Management
Richard Kudzmas's CBIZ MHM, LLC Experience 1998 - Present
Job CPA with extensive expertise in audits of public and private companies
Industry Accounting
Experience
CBIZ MHM, LLC 1998 - Present
Wolf Block Schorr & Solis-Cohen 1994 - 1995
Deloitte and Touche September 1979 - July 1994
Skills
Construction, Manufacturing, Accounting, Financial Reporting, Auditing, SEC reporting, Areas of expertise..., Financial Reporting..., Manufacturing, Public and Privately..., and Employee Benefit...
Education
Drexel University - LeBow College of Business 1973 — 1978
BS, Accounting / Business Administration
Northeast Catholic High School
CBIZ MHM, LLC 1998 - Present
Wolf Block Schorr & Solis-Cohen 1994 - 1995
Deloitte and Touche September 1979 - July 1994
Skills
Construction, Manufacturing, Accounting, Financial Reporting, Auditing, SEC reporting, Areas of expertise..., Financial Reporting..., Manufacturing, Public and Privately..., and Employee Benefit...
Education
Drexel University - LeBow College of Business 1973 — 1978
BS, Accounting / Business Administration
Northeast Catholic High School
Jason Soodsma's CBIZ MHM, LLC Experience 2005 - 2008
Job Owner at Jason Soodsma, CPA
Industry Accounting
Experience
Jason Soodsma, CPA August 2014 - Present
RubinBrown LLP October 2012 - July 2014
Martin, Vejvoda, and Associates, Inc. November 2008 - July 2012
CBIZ MHM, LLC 2005 - 2008
Bauerle and Company, PC 2002 - 2005
Sioux Automation Center, Inc. August 1997 - June 2002
Skills
S Corporations, Corporate Tax, Auditing, CPA, Financial Reporting, Tax, Accounting, Tax Preparation, GAAP, Income Tax, Financial Accounting, General Ledger, Construction Accounting, Financial Analysis, QuickBooks, Financial Statements, Assurance, US GAAP
Education
Dordt College 1992 — 1996
Accounting & Business Admin
Jason Soodsma, CPA August 2014 - Present
RubinBrown LLP October 2012 - July 2014
Martin, Vejvoda, and Associates, Inc. November 2008 - July 2012
CBIZ MHM, LLC 2005 - 2008
Bauerle and Company, PC 2002 - 2005
Sioux Automation Center, Inc. August 1997 - June 2002
Skills
S Corporations, Corporate Tax, Auditing, CPA, Financial Reporting, Tax, Accounting, Tax Preparation, GAAP, Income Tax, Financial Accounting, General Ledger, Construction Accounting, Financial Analysis, QuickBooks, Financial Statements, Assurance, US GAAP
Education
Dordt College 1992 — 1996
Accounting & Business Admin
Gary Zhang's CBIZ MHM, LLC Experience July 2011 - April 2013
Job Tax Manager at KPMG, LLP
Industry Accounting
Experience
KPMG US April 2013 - Present
CBIZ MHM, LLC July 2011 - April 2013
CBIZ MHM, LLC January 2009 - June 2011
Skills
Tax, Corporate Tax, Management, Income Tax, Accounting, High Net Worth..., Tax Accounting, Trusts, Strategy, Tax Returns, Partnership Taxation
Education
California State University-Los Angeles 2007 — 2008
B.S., Accounting
UC San Diego 2004 — 2006
B.A., Economics
KPMG US April 2013 - Present
CBIZ MHM, LLC July 2011 - April 2013
CBIZ MHM, LLC January 2009 - June 2011
Skills
Tax, Corporate Tax, Management, Income Tax, Accounting, High Net Worth..., Tax Accounting, Trusts, Strategy, Tax Returns, Partnership Taxation
Education
California State University-Los Angeles 2007 — 2008
B.S., Accounting
UC San Diego 2004 — 2006
B.A., Economics
Aleks Lazarov, CPA's CBIZ MHM, LLC Experience August 2015 - Present
Job Supervising Senior Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC August 2013 - July 2015
CBIZ MHM, LLC July 2011 - July 2013
Skills
Financial Analysis, Financial Reporting, Auditing, GAAP, GAAS, Internal Controls, CPA, Financial Statements, General Ledger
Education
California State University-Northridge 2008 — 2010
B.S., Accountancy and B.S., Finance
College of the Canyons 2005 — 2007
A.S., Accountancy
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC August 2013 - July 2015
CBIZ MHM, LLC July 2011 - July 2013
Skills
Financial Analysis, Financial Reporting, Auditing, GAAP, GAAS, Internal Controls, CPA, Financial Statements, General Ledger
Education
California State University-Northridge 2008 — 2010
B.S., Accountancy and B.S., Finance
College of the Canyons 2005 — 2007
A.S., Accountancy
Kimberly Burczyk's CBIZ MHM, LLC Experience June 2007 - August 2009
Job Lead Services Project Manager at GE Power & Water
Industry Mechanical or Industrial Engineering
Experience
GE Power & Water June 2014 - Present
GE Power & Water January 2014 - June 2014
GE Power & Water July 2013 - December 2013
GE Power & Water January 2013 - July 2013
GE Energy June 2012 - December 2012
GE Energy June 2011 - August 2011
GE Energy June 2010 - August 2010
CBIZ MHM, LLC June 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Project Management, Team Leadership, Public Speaking
Education
Duke University 2008 — 2012
Bachelor of Engineering (B.E.), Mechanical Engineering and Materials Science
GE Power & Water June 2014 - Present
GE Power & Water January 2014 - June 2014
GE Power & Water July 2013 - December 2013
GE Power & Water January 2013 - July 2013
GE Energy June 2012 - December 2012
GE Energy June 2011 - August 2011
GE Energy June 2010 - August 2010
CBIZ MHM, LLC June 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Project Management, Team Leadership, Public Speaking
Education
Duke University 2008 — 2012
Bachelor of Engineering (B.E.), Mechanical Engineering and Materials Science
Annie Timan's CBIZ MHM, LLC Experience October 2010 - June 2012
Job Tax Analyst at Computer Services, Inc.
Industry Accounting
Experience
Computer Services, Inc. November 2012 - Present
CBIZ MHM, LLC October 2010 - June 2012
Kennedy and Coe, LLC April 2009 - August 2010
Kennedy and Coe, LLC September 2005 - March 2009
Prochaska Tax Service October 2003 - May 2005
Skills
CPA, Tax Preparation, Income Tax, Sales and Use Tax, Property Tax, Tax, Accounting, Corporate Tax, Financial Reporting, Financial Accounting, QuickBooks, Tax Returns, General Ledger, Partnership Taxation, Financial Analysis, Tax Research, Tax Accounting, Cash Flow, Internal Audit, US GAAP, Financial Statements, Bookkeeping, S Corporations, Accounts Receivable, Fixed Assets
Education
Doane College 2001 — 2005
Bachelor of Arts, Accounting, Business
Computer Services, Inc. November 2012 - Present
CBIZ MHM, LLC October 2010 - June 2012
Kennedy and Coe, LLC April 2009 - August 2010
Kennedy and Coe, LLC September 2005 - March 2009
Prochaska Tax Service October 2003 - May 2005
Skills
CPA, Tax Preparation, Income Tax, Sales and Use Tax, Property Tax, Tax, Accounting, Corporate Tax, Financial Reporting, Financial Accounting, QuickBooks, Tax Returns, General Ledger, Partnership Taxation, Financial Analysis, Tax Research, Tax Accounting, Cash Flow, Internal Audit, US GAAP, Financial Statements, Bookkeeping, S Corporations, Accounts Receivable, Fixed Assets
Education
Doane College 2001 — 2005
Bachelor of Arts, Accounting, Business
Michael P Nunez's CBIZ MHM, LLC Experience June 2009 - August 2010
Job Tax Director, McGladrey
Industry Accounting
Howard Tatsumi's CBIZ MHM, LLC Experience 2003 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC 2003 - Present
PricewaterhouseCoopers 1994 - 2001
Skills
Cost Segregation
Education
California State University-Long Beach
BS, Mechanical Engineering
CBIZ MHM, LLC 2003 - Present
PricewaterhouseCoopers 1994 - 2001
Skills
Cost Segregation
Education
California State University-Long Beach
BS, Mechanical Engineering
R. Stephen Cripps, CPA's CBIZ MHM, LLC Experience September 2007 - January 2010
Job Accounting Officer at Ventura County Public Guardian Office
Industry Accounting
Experience
Ventura County Public Guardian Office May 2013 - Present
R. Stephen Cripps, CPA December 2010 - Present
Barrows & Company February 2009 - May 2010
CBIZ MHM, LLC September 2007 - January 2010
Thomas Tignino & Associates May 2000 - November 2005
Skills
Financial Reporting, Accounting, CPA, GAAP, Tax Preparation, Internal Controls, Tax Returns, Partnership Taxation, S Corporations, Tax Research, Auditing, Income Tax, Revenue Recognition, Corporate Tax, US GAAP, Tax, General Ledger, Financial Statements
Education
California State University-Los Angeles
BS & MBA, Business & Accounting
Ventura County Public Guardian Office May 2013 - Present
R. Stephen Cripps, CPA December 2010 - Present
Barrows & Company February 2009 - May 2010
CBIZ MHM, LLC September 2007 - January 2010
Thomas Tignino & Associates May 2000 - November 2005
Skills
Financial Reporting, Accounting, CPA, GAAP, Tax Preparation, Internal Controls, Tax Returns, Partnership Taxation, S Corporations, Tax Research, Auditing, Income Tax, Revenue Recognition, Corporate Tax, US GAAP, Tax, General Ledger, Financial Statements
Education
California State University-Los Angeles
BS & MBA, Business & Accounting
Karen Burd, CPA's CBIZ MHM, LLC Experience January 2015 - Present
Job Audit and Tax Associate
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
The Elks Lodge February 2007 - Present
Accounting Strategies Group September 2011 - December 2014
Wildlife International June 2011 - August 2011
Talbot County Parks and Recreation June 2010 - August 2010
Skills
Microsoft Excel, Accounting, Auditing, Microsoft Office, PowerPoint, Financial Reporting, Microsoft Word, Outlook, Access, Payroll, Financial Analysis, QuickBooks, Customer Service, Financial Accounting, Bookkeeping, General Ledger, Budgets, Time Management, Research, Social Networking, Public Speaking, Management, GAAP, Peachtree, Marketing, Internal Controls, SAP, Analysis, Finance, Leadership, Financial Statements
Education
Salisbury University - Perdue School of Business 2008 — 2012
Bachelor's, Accounting
Chesapeake College 2007 — 2008
General Studies
CBIZ MHM, LLC January 2015 - Present
The Elks Lodge February 2007 - Present
Accounting Strategies Group September 2011 - December 2014
Wildlife International June 2011 - August 2011
Talbot County Parks and Recreation June 2010 - August 2010
Skills
Microsoft Excel, Accounting, Auditing, Microsoft Office, PowerPoint, Financial Reporting, Microsoft Word, Outlook, Access, Payroll, Financial Analysis, QuickBooks, Customer Service, Financial Accounting, Bookkeeping, General Ledger, Budgets, Time Management, Research, Social Networking, Public Speaking, Management, GAAP, Peachtree, Marketing, Internal Controls, SAP, Analysis, Finance, Leadership, Financial Statements
Education
Salisbury University - Perdue School of Business 2008 — 2012
Bachelor's, Accounting
Chesapeake College 2007 — 2008
General Studies
Paul Skelton II's CBIZ MHM, LLC Experience November 2014 - Present
Job R&D Associate, Federal Credits and Incentives at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC November 2014 - Present
Pieter D. Speyer, Attorney at Law May 2014 - October 2014
GoDaddy.com August 2011 - August 2012
Skills
Project Management, Leadership, Writing, Data Analysis, Business Strategy, Photoshop, Customer Service, Microsoft Office, Spanish, Social Media, Social Media Marketing, Social Networking, PowerPoint, InDesign, Strategic Planning, Event Planning, Research, Editing, Microsoft Word, Outlook, Trademarks, Microsoft Excel, Copyright Law, Time Management, Negotiation, Contract Negotiation, Legal Writing, Critical Thinking, Legal Research, Windows, OS X, Team Leadership
Education
California Western School of Law 2012 — 2014
Doctor of Law (J.D.)
University of Arizona 2009 — 2011
Bachelor of Arts, Sociology
Cactus Shadows High School 2003 — 2007
High School Diploma
CBIZ MHM, LLC November 2014 - Present
Pieter D. Speyer, Attorney at Law May 2014 - October 2014
GoDaddy.com August 2011 - August 2012
Skills
Project Management, Leadership, Writing, Data Analysis, Business Strategy, Photoshop, Customer Service, Microsoft Office, Spanish, Social Media, Social Media Marketing, Social Networking, PowerPoint, InDesign, Strategic Planning, Event Planning, Research, Editing, Microsoft Word, Outlook, Trademarks, Microsoft Excel, Copyright Law, Time Management, Negotiation, Contract Negotiation, Legal Writing, Critical Thinking, Legal Research, Windows, OS X, Team Leadership
Education
California Western School of Law 2012 — 2014
Doctor of Law (J.D.)
University of Arizona 2009 — 2011
Bachelor of Arts, Sociology
Cactus Shadows High School 2003 — 2007
High School Diploma
Jeremiah McLeod, CPA's CBIZ MHM, LLC Experience August 2012 - December 2013
Job Finance and Accounting Professional
Industry Accounting
Experience
Qualcomm December 2013 - Present
CBIZ MHM, LLC August 2012 - December 2013
CBIZ MHM, LLC January 2009 - July 2012
Skills
Accounting, GAAP, SEC filings, Financial Reporting, US GAAP, External Audit, Internal Controls, Auditing, Financial Accounting, Financial Statements, CPA, TM1, Budget Forecasts, Financial Variance..., FX Hedging, Foreign Currency, SEC Filings, Financial Analysis, Microsoft Excel
Education
California State University-San Marcos - College of Business Administration 2007 — 2009
Bachelor of Business Administration (BBA), Accounting
Qualcomm December 2013 - Present
CBIZ MHM, LLC August 2012 - December 2013
CBIZ MHM, LLC January 2009 - July 2012
Skills
Accounting, GAAP, SEC filings, Financial Reporting, US GAAP, External Audit, Internal Controls, Auditing, Financial Accounting, Financial Statements, CPA, TM1, Budget Forecasts, Financial Variance..., FX Hedging, Foreign Currency, SEC Filings, Financial Analysis, Microsoft Excel
Education
California State University-San Marcos - College of Business Administration 2007 — 2009
Bachelor of Business Administration (BBA), Accounting
Victor Mireles's CBIZ MHM, LLC Experience July 2013 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2013 - Present
Education
California State University-Northridge 2011 — 2013
Bachelor of Science, Accountancy, Alumni
College of the Canyons 2010 — 2011
Associate, Science; Accounting
CBIZ MHM, LLC July 2013 - Present
Education
California State University-Northridge 2011 — 2013
Bachelor of Science, Accountancy, Alumni
College of the Canyons 2010 — 2011
Associate, Science; Accounting
Bethany Cherry, RN's CBIZ MHM, LLC Experience June 1999 - March 2008
Job Registered Nurse at Reflection Medical Spa
Industry Health, Wellness and Fitness
Experience
Reflection Medical Spa November 2013 - Present
Massage Envy June 2012 - June 2013
YMCA September 2010 - May 2011
Macy's May 2008 - March 2009
CBIZ MHM, LLC June 1999 - March 2008
Skills
Medical Esthetics, Botox Injection, Chemical Peels, Laser Hair Removal, Microdermabrasion, Multidermabrasion, Beauty Industry, Facials, Skin Assessment, Makeup Artistry, Hair Removal, Eyebrow Arching, Relaxation Massage, Healthcare, Gynecology Nursing, Lab Management, Specimen Collection, Specimen Preparation, Office Administration, Project Management, Team Management, Customer Service, Sales Management, Sales, Retail Sales, Policy Writing, Procedure Manuals, Physician Contracting, Physician Credentialing, Medical Billing, Knitting
Education
Cincinnati State Technical and Community College 2010 — 2014
Associate's degree
TriCounty Beauty College 2008 — 2010
Managing Esthetician
Mott Community College 2002 — 2005
Université Laval 1998 — 1998
Reflection Medical Spa November 2013 - Present
Massage Envy June 2012 - June 2013
YMCA September 2010 - May 2011
Macy's May 2008 - March 2009
CBIZ MHM, LLC June 1999 - March 2008
Skills
Medical Esthetics, Botox Injection, Chemical Peels, Laser Hair Removal, Microdermabrasion, Multidermabrasion, Beauty Industry, Facials, Skin Assessment, Makeup Artistry, Hair Removal, Eyebrow Arching, Relaxation Massage, Healthcare, Gynecology Nursing, Lab Management, Specimen Collection, Specimen Preparation, Office Administration, Project Management, Team Management, Customer Service, Sales Management, Sales, Retail Sales, Policy Writing, Procedure Manuals, Physician Contracting, Physician Credentialing, Medical Billing, Knitting
Education
Cincinnati State Technical and Community College 2010 — 2014
Associate's degree
TriCounty Beauty College 2008 — 2010
Managing Esthetician
Mott Community College 2002 — 2005
Université Laval 1998 — 1998
JT Teel's CBIZ MHM, LLC Experience November 2012 - July 2013
Job
Industry Accounting
Experience
CBIZ MHM, LLC November 2012 - July 2013
SandRidge Energy April 2012 - August 2012
Skills
Accounting, Financial Audits, Auditing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook
Education
Oklahoma State University 2004 — 2009
Bachelor's degree, Accounting
Duke University 2003 — 2003
None, General Studies
CBIZ MHM, LLC November 2012 - July 2013
SandRidge Energy April 2012 - August 2012
Skills
Accounting, Financial Audits, Auditing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook
Education
Oklahoma State University 2004 — 2009
Bachelor's degree, Accounting
Duke University 2003 — 2003
None, General Studies
Brian Gilchrist's CBIZ MHM, LLC Experience August 2013 - Present
Job
Industry Accounting
Experience
CBIZ MHM, LLC August 2013 - Present
Skills
Accounting, Financial Reporting, Microsoft Excel, Customer Service, Financial Accounting, Auditing, Tax, Account Reconciliation, Accounts Payable, Budgets, General Ledger, Bookkeeping, Financial Analysis
Education
Wichita State University 2012 — 2014
Bachelor's, Accounting
Cloud County Community College 2009 — 2010
Accounting and Business/Management
CBIZ MHM, LLC August 2013 - Present
Skills
Accounting, Financial Reporting, Microsoft Excel, Customer Service, Financial Accounting, Auditing, Tax, Account Reconciliation, Accounts Payable, Budgets, General Ledger, Bookkeeping, Financial Analysis
Education
Wichita State University 2012 — 2014
Bachelor's, Accounting
Cloud County Community College 2009 — 2010
Accounting and Business/Management
Meagan Hanks's CBIZ MHM, LLC Experience June 2010 - Present
Job Receptionist at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC June 2010 - Present
Education
California State University-Long Beach 2008 — 2012
Bachelor of Applied Science (BASc), Health/Health Care Administration/Management
CBIZ MHM, LLC June 2010 - Present
Education
California State University-Long Beach 2008 — 2012
Bachelor of Applied Science (BASc), Health/Health Care Administration/Management
Niki Sutter Zengerle's CBIZ MHM, LLC Experience 2000 - 2002
Job Student at Digital Media Arts College
Industry Graphic Design
Experience
Designs By Lisa Marie 2008 - 2011
On My Mark Designs 2006 - 2009
CBIZ MHM, LLC 2000 - 2002
Skills
Graphic Design, Web Design, HTML, Book-making, Adobe Creative Suite, Bookkeeping, Bill Processing, Proofreading, Professional Writing, Teamwork, Carpentry
Education
Digital Media Arts College 2012 — 2013
Web Design Certificate, Website Design
University at Buffalo 2003 — 2005
Bachelor of Science (BS), Communication Design
Designs By Lisa Marie 2008 - 2011
On My Mark Designs 2006 - 2009
CBIZ MHM, LLC 2000 - 2002
Skills
Graphic Design, Web Design, HTML, Book-making, Adobe Creative Suite, Bookkeeping, Bill Processing, Proofreading, Professional Writing, Teamwork, Carpentry
Education
Digital Media Arts College 2012 — 2013
Web Design Certificate, Website Design
University at Buffalo 2003 — 2005
Bachelor of Science (BS), Communication Design
Cathy Atchison's CBIZ MHM, LLC Experience June 2006 - September 2014
Job Accounting Clerk II
Industry Government Administration
Experience
EnSoftek October 2014 - Present
CBIZ MHM, LLC June 2006 - September 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Accounts Receivable, Account Management, Accounting, Financial Reporting, Account Reconciliation, Time Management, Leadership
Education
College of Lake County
Business/Commerce, General
EnSoftek October 2014 - Present
CBIZ MHM, LLC June 2006 - September 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Accounts Receivable, Account Management, Accounting, Financial Reporting, Account Reconciliation, Time Management, Leadership
Education
College of Lake County
Business/Commerce, General