CBIZ MHM, LLC

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CBIZ MHM, LLC Employees

Employee
Years
Job
Industry
Jane Hoffman Jane Hoffman Miami/Fort Lauderdale Area Details
Jane Hoffman's CBIZ MHM, LLC Experience May 2012 - June 2013
Job Independant Tax Consultant
Industry Accounting
Experience
Hoffman Tax & Consulting, Inc   May 2012 - Present
CBIZ MHM, LLC   May 2012 - June 2013
CBIZ MHM, LLC   October 2006 - May 2012
Universal Music Group  August 2005 - September 2006

Education
Florida International University
Accounting

St. Thomas University
Bachelor of Business Administration (B.B.A.), Accounting, 4.0

Jason Sundermeier Jason Sundermeier West Palm Beach, Florida Area Details
Jason Sundermeier's CBIZ MHM, LLC Experience August 2004 - Present
Job Senior Attest Manager at CBIZ & Mayer Hoffman McCann P.C.
Industry Accounting
Experience
CBIZ MHM, LLC   August 2004 - Present

Skills
Tax Preparation, QuickBooks, CPA, GAAP, US GAAP, Tax, Financial Accounting, Auditing, Internal Controls, External Audit, Accounting, Forensic Accounting, Financial Statements, Financial Reporting, Financial Analysis

Education
Florida Atlantic University   2003 — 2004
Master of Business Administration (MBA), Accounting

Lynn University   1998 — 2002
Bachelor of Science (BS), Business Administration, Accounting

Yan Valdes, CPA Yan Valdes, CPA Miami/Fort Lauderdale Area Details
Yan Valdes, CPA's CBIZ MHM, LLC Experience January 2008 - December 2010
Job Tax Manager at Hernandez & Company, CPAs
Industry Accounting
Experience
Hernandez & Company   October 2013 - Present
KPMG Tax & Advisory  January 2011 - October 2013
CBIZ MHM, LLC   January 2008 - December 2010
Jardon Realty Corp   July 2006 - December 2007

Skills
Tax Accounting, Tax, Corporate Tax, Financial Accounting, Accounting, International Tax, Income Tax, Investments, Partnership Taxation, QuickBooks, S Corporations, Tax Advisory, Tax Research, Tax Returns, Trusts

Education
Florida International University   2009 — 2010
Masters, Taxation

Florida International University - College of Business   2006 — 2007
Bachelors, Accounting

Miami Dade College   2003 — 2006
AA, Accounting

Cherry L. Blanton, CPA Cherry L. Blanton, CPA Greater Memphis Area Details
Cherry L. Blanton, CPA's CBIZ MHM, LLC Experience August 2011 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2011 - Present
Thompson Dunavant PLC  January 2000 - August 2011
The Memphis Group  August 1996 - December 1999

Skills
Audit, Accounting, Employee Benefits and..., Financial Accounting, Financial Analysis, CPA, GAAP, Auditing, US GAAP, Tax, SEC filings, Financial Reporting, Income Tax, Internal Controls, Sarbanes-Oxley Act, Corporate Tax, Tax Preparation

Education
Faulkner University   1993 — 1995
BBA, Accounting

Matthew Nicholas, CPA Matthew Nicholas, CPA Tampa, Florida Details
Matthew Nicholas, CPA's CBIZ MHM, LLC Experience July 2015 - Present
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   July 2015 - Present
CliftonLarsonAllen  January 2014 - July 2015
CliftonLarsonAllen  January 2013 - December 2013
University of Tampa  June 2012 - June 2013
E Solutions  June 2011 - August 2011
E Solutions  June 2010 - August 2010

Skills
Microsoft Office, QuickBooks, Microsoft Excel, Accounting, Financial Statements, Tax, Account Reconciliation, Payroll, Management, Auditing, CPA, Financial Analysis

Education
University of Tampa - John H. Sykes College of Business   2012 — 2013
Master of Science (M.S.), Accounting

Florida State University - College of Business   2008 — 2012
Bachelor of Science (B.S.), Accounting, Communications Minor

H.B. Plant High School   2004 — 2008

Karen Burton, CPA Karen Burton, CPA Memphis, Tennessee Details
Karen Burton, 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 2011 - December 2014
Thompson Dunavant, PLC  June 2009 - August 2011

Skills
Tax, Sales Tax, Property Tax, State Tax, Income Tax, Tax Research, Accountants, Corporate Tax, Tax Accounting

Education
Florida Atlantic University   2013 — 2015
Masters degree, Taxation

Harding University
Bachelor of Business Administration (BBA), Accounting

Kimberly Randolph Kimberly Randolph West Palm Beach, Florida Area Details
Kimberly Randolph's CBIZ MHM, LLC Experience December 2014 - Present
Job Tax Director, CBIZ MHM LLC
Industry Accounting
Experience
CBIZ MHM, LLC   December 2014 - Present
Tyco  February 2014 - December 2014
Tyco  April 2011 - January 2014
McGladrey  November 2002 - April 2011

Skills
Tax Accounting, Accounting, Auditing, Corporate Tax, Financial Reporting, Tax, CPA

Education
Florida International University   1998 — 1999
Master's degree, Taxation

Florida State University   1994 — 1998
Bachelor's degree, Accounting

Alyssa Galovich Alyssa Galovich Miami/Fort Lauderdale Area Details
Alyssa Galovich's CBIZ MHM, LLC Experience June 2014 - July 2014
Job Marketing, Promotions, Public Relations
Industry Public Relations and Communications
Experience
CBIZ MHM, LLC   June 2014 - July 2014
Midtown Athletic Clubs  May 2009 - August 2013

Education
Florida State University   2011 — 2015
Bachelor's Degree, Media/Communication Studies, GPA: 3.61

Sylvia Miles, CPA Sylvia Miles, CPA Glendale, Arizona Details
Sylvia Miles, CPA's CBIZ MHM, LLC Experience August 2011 - November 2014
Job Director of Financial Operations at DC Ranch Community Council
Industry Accounting
Experience
DC Ranch Community Council  November 2014 - Present
CBIZ MHM, LLC   August 2011 - November 2014
CBIZ MHM, LLC   September 2006 - August 2011
CBIZ MHM, LLC   September 2004 - September 2006
CBIZ MHM, LLC   September 2003 - September 2004
California State University  September 1998 - May 2003
Palm Springs Unified School District  September 1987 - June 1998

Skills
Tax Returns, Financial Statements, Accounting, CPA, Construction Accounting, Tax Preparation, Tax Research, Forensic Accounting, Corporate Tax, Tax, Auditing, Accounts Receivable, S Corporations, Financial Reporting, US GAAP, GAAP, Internal Controls

Education
Stanford University
Bachelor of Science (BS), Mathematical and Computational Sciences

UCLA
Master of Education (MEd), Secondary Education and Teaching

Golden Gate University
Classes towards Master of Science in Taxation

Bill DeDonder Bill DeDonder Topeka, Kansas Area Details
Bill DeDonder's CBIZ MHM, LLC Experience March 2006 - March 2011
Job Owner Management at Bill and Donna DeDo Farms
Industry Farming
Experience
Bill and   April 2006 - Present
Self employed  2000 - 2013
CBIZ MHM, LLC   March 2006 - March 2011
Farmers Union Coop Business Association   January 2000 - April 2006

Skills
Budgets, Business Strategy, Sales Management, Advertising, Management, Small Business, Event Management, Sales, Public Relations, Business Planning, Auditing, Agriculture, Accounting, Photoshop, Farms, Public Speaking, Start-ups, Real Estate, Customer Service, Strategic Planning

Education
Kansas State University,   1969 — 1969

Fort Hays State University   1966 — 1967

Jared Price, MBA, CPA Jared Price, MBA, CPA Chicago, Illinois Details
Jared Price, MBA, CPA's CBIZ MHM, LLC Experience June 2009 - August 2009
Job Senior Associate KPMG Deal Advisory
Industry Financial Services
Experience
KPMG  July 2014 - Present
Sammons Financial Group Member Companies  2013 - 2014
Deloitte & Touche LLP  2011 - 2013
Kelley School of Business Finance Department   August 2010 - May 2011
BKD CPAs & Advisors   June 2010 - August 2010
Belgacom  April 2010 - May 2010
CBIZ MHM, LLC   June 2009 - August 2009

Skills
Accounting, Auditing, Financial Analysis, Finance, CPA, Transaction Advisory..., Business Valuation, Financial Modeling, Valuation, Consulting, Financial Accounting, US GAAP, Microsoft Excel

Education
Indiana University - Kelley School of Business   2009 — 2011
MBA(a), Finance

Indiana University - Kelley School of Business   2006 — 2009
BS, Accounting

Thomas Chappell Thomas Chappell Fairfax, Virginia Details
Thomas Chappell's CBIZ MHM, LLC Experience April 2012 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   April 2012 - Present
Dixon Hughes Goodman LLP  January 2006 - April 2012
McGladrey  January 2000 - December 2005

Skills
CPA, CFE, Forensic..., CPA, GAAP, US GAAP, Internal Controls, Auditing, Accounting, Financial Reporting, Financial Accounting, External Audit

Education
George Mason University
Bachelor of Science (B.S.), Accounting

Jamie Pabst Jamie Pabst Greater Chicago Area Details
Jamie Pabst's CBIZ MHM, LLC Experience May 2005 - August 2005
Job Senior Multimedia Designer at CBRE
Industry Design
Experience
CBRE  June 2015 - Present
Pabst Photo   2007 - Present
Jones Lang LaSalle  April 2013 - June 2015
Cannon Design  July 2011 - April 2013
Walsh Construction  August 2009 - June 2011
Walsh Construction  August 2009 - March 2011
Aon  September 2008 - August 2009
DeStefano Partners  June 2006 - August 2007
CBIZ MHM, LLC   May 2005 - August 2005

Skills
Proposal Writing, Microsoft Office, InDesign, Adobe Creative Suite, PowerPoint, Word, Excel, Brochures, Graphic Design, Photoshop, Writing, Promotions, Editing, Public Relations, Coordination, Research, Press Releases, Graphics, Marketing Materials, Illustrator, Photography, Print, RFP, Trade Shows, Layout, Conferences, Publications, Magazines, Art, Marketing Communications, Databases, Marketing Strategy, Social Media, Photo Editing, Text Editing, Corporate Storytelling, Typography, Desktop Publishing, Proposal Coordination, Presentation Materials, Trade Promotions, Visual Marketing, Tradeshow Design, Creative Branding, Strategic Communications, Marketing

Education
Indiana University Bloomington   2004 — 2008
Bachelor's, Communications and Culture, Graphic Design, Art History

Astrid Restrepo, CPA, MST Astrid Restrepo, CPA, MST Miami/Fort Lauderdale Area Details
Astrid Restrepo, CPA, MST's CBIZ MHM, LLC Experience May 2012 - November 2014
Job Bilingual Tax Manager
Industry Accounting
Experience
Hernandez & Company, CPAs   January 2015 - Present
CBIZ MHM, LLC   May 2012 - November 2014
Marcum LLP  May 2010 - April 2012
ARCABIZ   July 2005 - April 2010

Skills
Property Tax, Tax, Transfer Pricing, Accounting, Auditing, International Tax, Tax Accounting, Partnership Taxation, Income Tax, Tax Returns, FIN 48, Tax Research, Tax Preparation, Corporate Tax, Financial Reporting, CPA, GAAP, QuickBooks, Tax Advisory, Financial Statements, Financial Accounting, General Ledger, Financial Analysis

Education
Florida International University   2005 — 2006
Master, Executive Master of Science in Taxation

Florida International University   2003 — 2005
Bachelor in Accounting, Accounting and Finance

Annie Downing Annie Downing Wichita, Kansas Details
Annie Downing's CBIZ MHM, LLC Experience August 1984 - Present
Job Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 1984 - Present

Skills
Certified Public..., Trust Taxation, Corporate Tax, Estate Tax Planning, Gift Tax, Personal Income Tax..., Tax Accounting, CPA, General Ledger, Tax Research, Financial Analysis, Tax Advisory, Corporate Tax Planning, Forensic Accounting, Income Tax, Partnership Taxation, Accounting, Auditing, Tax Preparation

Education
Emporia State University   1980 — 1981
Bachelor of Science (BS), Accounting and Mathematics

University of Kansas   1977 — 1980
Accounting and Mathematics

David Juan David Juan Tampa/St. Petersburg, Florida Area Details
David Juan's CBIZ MHM, LLC Experience January 2014 - September 2014
Job Senior Internal Auditor at Roper Industries
Industry Accounting
Experience
Roper Industries  September 2014 - Present
CBIZ MHM, LLC   January 2014 - September 2014
CBIZ MHM, LLC   January 2013 - August 2013
University of Tampa  August 2012 - December 2012

Education
Florida International University
Master of Business Administration (MBA), International Business

University of Central Florida
Bachelor of Business Administration (BBA), Accounting

University of Tampa
Master of Science (MS), Accounting

Jaime Feldman, CPA Jaime Feldman, CPA West Palm Beach, Florida Area Details
Jaime Feldman, CPA's CBIZ MHM, LLC Experience January 2000 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2000 - Present

Skills
Corporate Tax, CPA, Income Tax, Not for Profit, Private Foundations, Commercial Real Estate, Multi-state tax returns, Partnership Taxation, Tax Research, Accounting

Education
Florida International University   1998 — 1999
Masters of Taxation, Taxation

University of Georgia - Terry College of Business   1994 — 1998
Bachelor of Business Administration, Accounting

Dustin Peiffer Dustin Peiffer West Palm Beach, Florida Details
Dustin Peiffer's CBIZ MHM, LLC Experience August 2014 - Present
Job Microsoft Dynamics Consultant at CBIZ MHM, LLC
Industry Information Technology and Services
Experience
CBIZ MHM, LLC   August 2014 - Present
Complete Business Solutions  January 2014 - August 2014
Florida Atlantic University  August 2012 - December 2013

Skills
Computer Hardware, Windows 7, Troubleshooting, Windows Server, Windows, XP, Network Administration, System Administration, Computer Repair, Operating Systems, Software Installation, Java

Education
Florida Atlantic University   2012 — 2014
Bachelor of Business Administration (BBA), Management Information Systems

Paula Mostafa Paula Mostafa Miami, Florida Details
Paula Mostafa's CBIZ MHM, LLC Experience January 2014 - Present
Job Senior Consultant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2014 - Present
PaperSave  October 2010 - January 2014
Beauty Schools of America  February 2010 - October 2010
Areas USA, Inc.   September 2008 - January 2010
MBAF  April 2007 - September 2008
Terremark  April 2002 - April 2007
MiniMed/Diabetes Support Systems   October 1997 - June 2001
Alufab, Inc.   June 2000 - April 2001
Miami-Dade County  December 1995 - October 1997
Various Banks  October 1989 - December 1995

Skills
Financial Reporting, Internal Controls, Accounting, Budgets, Great Plains Software, Analysis, Microsoft Dynamics, Business Process, ERP, Sarbanes-Oxley Act, Auditing, Accounts Payable, Payroll, General Ledger, Accounts Receivable, Microsoft Dynamics GP

Education
Florida International University - College of Business   1992 — 1994
Bachelor, Accounting & Finance

Michael A. Maxwell, CPA Michael A. Maxwell, CPA Greater Memphis Area Details
Michael A. Maxwell, CPA's CBIZ MHM, LLC Experience January 2013 - Present
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2013 - Present
CBIZ MHM, LLC   January 2012 - January 2013
Cannon Wright Blount, PLLC   January 2009 - January 2012
Cannon Wright Blount, PLLC   August 2005 - January 2009

Skills
International Tax, Tax Law, Tax Returns, Tax Preparation, Tax, Corporate Tax, Partnership Taxation, CPA, Income Tax, State Tax, Bookkeeping, Accountants, Personal Income Tax..., Personal Tax Planning, State Tax Planning, Business Tax Planning, Tax Accounting, Accounting

Education
Harding University   2001 — 2005
B.B.A. in Accounting, Accounting

Alex Eng Alex Eng West Palm Beach, Florida Details
Alex Eng's CBIZ MHM, LLC Experience January 2013 - March 2013
Job Risk Assurance Associate at PwC
Industry Accounting
Experience
PwC  August 2014 - Present
AmTrust North America  May 2014 - August 2014
Renaissance Regulatory Services, Inc.   August 2013 - August 2014
CBIZ MHM, LLC   January 2013 - March 2013

Skills
Accounting, Customer Service, QuickBooks, Microsoft Office, Microsoft Excel, Auditing, PowerPoint, Microsoft Word, Training, Human Resources, Accounts Receivable, Time Management, Data Entry, Accounts Payable, Inventory Management, Access, Financial Reporting, Financial Analysis, FINRA, Financial Statements, Consolidated Financial..., Microsoft Dynamics, FINRA/NASD, Journal Entries, Business Analysis, SEC Compliance, FINRA Compliance, Compliance, Teamwork, Account Reconciliation, Payroll, Spreadsheets, SEC, Financial Accounting, Internal Controls, Finance

Education
Florida Atlantic University   2011 — 2014
Master's degree, Accounting

Palm Beach State College   2008 — 2011
Associate of Arts (A.A.), Business

Wellington High School

Don Siegel Don Siegel Greater Chicago Area Details
Don Siegel's CBIZ MHM, LLC Experience June 2010 - August 2010
Job Portfolio Analyst at Thoma Bravo
Industry Venture Capital & Private Equity
Experience
Thoma Bravo  September 2015 - Present
City Capital Advisors  April 2014 - September 2015
KPMG  September 2012 - April 2014
KPMG Advisory  June 2011 - August 2011
Baxter Healthcare  April 2011 - June 2011
Deloitte Consulting  July 2010 - August 2010
CBIZ MHM, LLC   June 2010 - August 2010

Skills
Finance, US GAAP, Financial Statements, Financial Analysis, GAAP, Mergers & Acquisitions, Strategy, CPA, Investment Banking, SEC filings, Restructuring, Due Diligence, Accounting, Financial Reporting, Microsoft Excel

Education
Indiana University - Kelley School of Business   2010 — 2012
MBA, Financial Analysis

Indiana University - Kelley School of Business   2007 — 2010
Bachelors, Accounting and Finance

Adlai E. Stevenson High School   2003 — 2007

Jared Asay, CPA, CCIFP Jared Asay, CPA, CCIFP Chandler, Arizona Details
Jared Asay, CPA, CCIFP's CBIZ MHM, LLC Experience January 2000 - June 2010
Job Construction Accounting, Financial Expert, Business.Life.Legacy. Proactive Advisor, A/E/C, 4804247855
Industry Accounting
Experience
Morrison, Clark & Conover CPAs   August 2011 - Present
Chipio   July 2010 - July 2011
CBIZ MHM, LLC   January 2000 - June 2010

Skills
Construction accounting, Financial reporting, Maximizing bond capacity, Construction Accounting, Financial Reporting, Financial Analysis, Accounting, Internal Controls, US GAAP, Financial Statements, Finance, Managerial Finance, Financial Audits, GAAP, Auditing, CPA, General Ledger, Financial Accounting

Education
Indiana University Bloomington   1993 — 1999
Bachelor of Science, Accounting and CIS

Franklin Central High School   1989 — 1993

Jeff Halvorson Jeff Halvorson Rogers, Minnesota Details
Jeff Halvorson's CBIZ MHM, LLC Experience September 2015 - Present
Job Tax and Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   September 2015 - Present
CBIZ MHM, LLC   January 2015 - April 2015
Arby's Restaurant Group, Inc.   June 2014 - November 2014
Waconia Farm Supply  July 2012 - March 2013

Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork

Education
Gustavus Adolphus College   2011 — 2015
Bachelor of Arts (BA), Public Accounting, GPA: 3.49

Sarah Freer Sarah Freer Little Rock, Arkansas Details
Sarah Freer's CBIZ MHM, LLC Experience June 2013 - August 2013
Job Accountant at JPMS Cox PLLC
Industry Accounting
Experience
JPMS Cox PLLC  August 2015 - Present
Harding University  January 2014 - May 2015
CBIZ MHM, LLC   June 2013 - August 2013
Liberty Bank of Arkansas  May 2012 - August 2012

Skills
Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Bookkeeping, Tax Preparation, Time Management, Customer Service, Financial Reporting

Education
Harding University   2014 — 2015
Master of Business Administration (MBA)

Harding University   2010 — 2013
Bachelor of Business Administration (BBA), Accounting

Judy Pruitt Judy Pruitt Denver, Colorado Details
Judy Pruitt's CBIZ MHM, LLC Experience May 2012 - Present
Job Administrator at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   May 2012 - Present
Advanced Pension Solutions   December 2007 - May 2012
Pension Design Group , LLC   August 1999 - December 2007

Skills
Financial Reporting, Payroll, Accounts Receivable, Financial Accounting, Microsoft Excel, Spreadsheets

Education
Florida Southern College   1996 — 1998
Associate's degree, Paralegal

Calvin Palguta, CPA Calvin Palguta, CPA Greater San Diego Area Details
Calvin Palguta, CPA's CBIZ MHM, LLC Experience January 2006 - December 2010
Job Assurance Manager
Industry Accounting
Experience
Ernst & Young  January 2011 - Present
CBIZ MHM, LLC   January 2006 - December 2010

Skills
Assurance, Financial Audits, Financial Statements, GAAP, Internal Audit, Internal Controls, Tax, US GAAP, External Audit, CPA, Financial Analysis, Accounting, Auditing

Education
Fordham University   2003 — 2007
B.S., Accounting

Emily Mathurin Emily Mathurin Tampa/St. Petersburg, Florida Area Details
Emily Mathurin's CBIZ MHM, LLC Experience January 1989 - Present
Job Administrative Assistant at CBIZ MHM, LLC
Industry Accounting
Experience
Lewis, Birch, & Ricardo LLC   Administrative AssistantCBIZ MHM
CBIZ MHM, LLC   January 1989 - Present
Lewis, Birch, & Ricardo LLC   October 1989 - January 2014

Skills
Accounts Receivable,...

Education
Eastern Nazarene College   1970 — 1973
Associates degree, Social Work, one semester of my senior year

Eastern Nazarene College   1970 — 1973
Associate's degree, Social Work

Eastern Nazarene College   1970 — 1973
Associate's degree, Social Work

Dane White Dane White Miami/Fort Lauderdale Area Details
Dane White's CBIZ MHM, LLC Experience January 2012 - August 2012
Job General Manager at BG John U Lloyd, LLC.
Industry Leisure, Travel & Tourism
Experience
BG John U Lloyd, LLC.   March 2015 - Present
Southern Wine & Spirits  September 2013 - March 2015
M.S.P. Electric, Inc.   June 2013 - September 2013
GrillSmith Restaurants  June 2008 - June 2013
CBIZ MHM, LLC   January 2012 - August 2012

Skills
Auditing, Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Accounting, Tax, Internal Controls, Microsoft Word, PowerPoint, Budgets, QuickBooks, Customer Service, Accounts Payable, Account Reconciliation, Outlook, Accounts Receivable

Education
Florida Atlantic University   2013 — 2014
Graduate Accounting Classes required for CPA License, Accounting

University of South Florida   2010 — 2013
Bachelor of Science (B.S.), Accounting

Jennifer Roncoroni Jennifer Roncoroni Greater New York City Area Details
Jennifer Roncoroni's CBIZ MHM, LLC Experience January 2009 - April 2010
Job Analyst at OchZiff Capital Management
Industry Accounting
Experience
Och-Ziff Capital Management  March 2014 - Present
KPMG Advisory  January 2012 - February 2014
KPMG LLP  June 2010 - July 2010
CBIZ MHM LLC  January 2009 - April 2010
Fordham University Althletics Department   September 2008 - December 2008

Skills
Forensic Accounting, Microsoft Excel, Fraud, Analysis

Education
Fordham University - Graduate School of Business Administration   2011 — 2011
Master of Science, Professional Accounting

Fordham University   2007 — 2011
Bachelor of Science, Public Accounting

Paul M. Tertan Paul M. Tertan Miami/Fort Lauderdale Area Details
Paul M. Tertan's CBIZ MHM, LLC Experience January 2005 - July 2013
Job Financial Management
Industry Accounting
Experience
Coastal Construction Company  July 2013 - Present
Goldstein Lewin & Co.   January 2005 - July 2013
CBIZ MHM, LLC   January 2005 - July 2013

Skills
Financial Reporting, US GAAP, Internal Controls, GAAP, CPA

Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Accounting

Ann Braun, CPA, MS Taxation Ann Braun, CPA, MS Taxation Bakersfield, California Area Details
Ann Braun, CPA, MS Taxation's CBIZ MHM, LLC Experience 1989 - Present
Job Managing Director at CBIZ MHM, LLC Tax Expert
Industry Accounting
Experience
CBIZ MHM, LLC   1989 - Present

Skills
Corporate Tax Planning, Personal Tax Planning, Inheritance Tax Planning, Estate Tax Planning, State Tax Planning, CPA, Corporate Tax, Income Tax, International Tax, Tax, Tax Accounting, Tax Preparation, Accounting, US GAAP, S Corporations, Mergers & Acquisitions, Financial Reporting, Financial Accounting, Auditing, GAAP, Financial Analysis

Education
Golden Gate University   1992 — 1997
Master's degree, Taxation

Cal State University - Bakersfield   1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Accounting

Sarah Hoerber Sarah Hoerber Tampa, Florida Details
Sarah Hoerber's CBIZ MHM, LLC Experience February 2014 - Present
Job Litigation Support Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   February 2014 - Present
Lewis, Birch, & Ricardo LLC   April 2012 - January 2014

Skills
Litigation Support, Expert Witness, Collaborative Law, Litigation, Financial Analysis, Financial Reporting, Accounting, Forensic Analysis, Financial Accounting

Education
Florida Atlantic University

University of West Florida

Lauren Godlewski, CPA Lauren Godlewski, CPA Greater Boston Area Details
Lauren Godlewski, CPA's CBIZ MHM, LLC Experience November 2004 - September 2011
Job Assistant Controller ~ Wayfair.com
Industry Accounting
Experience
Wayfair  March 2015 - Present
Wayfair  March 2013 - March 2015
Wayfair  November 2011 - March 2013
CBIZ MHM, LLC   November 2004 - September 2011

Skills
Corporate Financial..., US GAAP, Management, Online Retail, Royalties, Foreign Currency..., Foreign Currency..., Month End Close, Auditing, Manage Client..., Software Auditing, Consolidated Financial..., Team-oriented, Thrive in..., Inventory Accounting, Accounts Receivable

Education
Fordham University   2000 — 2004
Accounting, Accounting

Saint Peter Marian   1996 — 2000
High School

Drew Bauer Drew Bauer Greater Denver Area Details
Drew Bauer's CBIZ MHM, LLC Experience July 2007 - April 2012
Job Senior Manager at Grant Thornton LLP
Industry Accounting
Experience
mpowered   June 2014 - Present
Grant Thornton LLP  August 2013 - Present
Grant Thornton LLP  April 2012 - August 2013
CBIZ MHM, LLC   July 2007 - April 2012
Mayer Hoffman McCann P.C.   July 2007 - April 2012
Mitchell & Company CPA   May 2003 - July 2007

Skills
Auditing, US GAAP, External Audit, Financial Reporting, SEC filings, Internal Controls, Revenue Recognition, Accounting, Financial Accounting, GAAP, Financial Analysis, Real Estate, Consulting, Audit, Internal Audit, Construction Accounting, Hospitality Industry, Construction, Non-profits, PCAOB standards, Sarbanes-Oxley Act, CPA, SEC Filings

Education
University of Florida   1997 — 2002
BA, Economics, minor Finance

Florida State University   2003 — 2005
BS, Accounting

Charlie Atalig, MST Charlie Atalig, MST San Diego, California Details
Charlie Atalig, MST's CBIZ MHM, LLC Experience August 2014 - Present
Job Tax Senior at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2014 - Present
CBIZ MHM, LLC   August 2011 - July 2014
San Diego County Mobile Notary   March 2009 - February 2013
Intuit  June 2011 - August 2011
Beta Alpha Psi - San Diego State University Chapter   January 2011 - May 2011
H&R Block  December 2009 - April 2011
Casas Law Group   August 2009 - December 2009

Skills
Excel, PowerPoint, Word, Quickbooks, Turbo Tax, CaseWare, RIA, GoSystem RS, ProSystem fx, Tax Preparation, Checkpoint, BNA, GoFileRoom, Photography, Photoshop, Web Design, Joomla, Wordpress, Google Analytics, Google Adwords, Google Webmaster Tools, QuickBooks, Microsoft Excel, Microsoft Word, ProSystem fx Tax, General Ledger, Accounts Payable, Financial Statements, Accounts Receivable, Tax Accounting, Accounting, Financial Accounting, Account Reconciliation, Bookkeeping, WordPress, Fixed Assets, Internal Controls, Tax, Tax Returns, Auditing, Sales Tax, Journal Entries, CPA, Sarbanes-Oxley Act, SEC filings, Tax Research, Financial Reporting, Corporate Tax, Income Tax, Budgets

Education
San Diego State University-California State University   2010 — 2011
Masters of Science, Taxation

San Diego State University-California State University   2007 — 2010
Bachelor of Science, Accounting

Grossmont College   2007 — 2008
Associate in Science Business Administration, Business Administration

University of Guam   2006 — 2007
Accounting

Lucas Ford, CPA Lucas Ford, CPA Greater Atlanta Area Details
Lucas Ford, CPA's CBIZ MHM, LLC Experience December 2012 - July 2014
Job Audit Associate at PwC
Industry Accounting
Experience
PwC  July 2014 - Present
CBIZ MHM, LLC   December 2012 - July 2014
Edge Capital Partners, LLC  January 2011 - December 2012
Ford Tutoring Company   January 2007 - June 2010

Skills
Financial Analysis, Cash Flow, Forecasting, Cost Accounting, Finance, Accounting, Auditing, GAAP, Budgets, Variance Analysis, Financial Statements, Internal Audit, External Audit, Due Diligence, Financial Reporting, Financial Accounting, CPA

Education
Florida State University - College of Business   2003 — 2008
B.S., Accounting, Finance, Real Estate

Marjory Stoneman Douglas High School   1999 — 2003

Cindy Rosenberg, CPA Cindy Rosenberg, CPA Greater New York City Area Details
Cindy Rosenberg, CPA's CBIZ MHM, LLC Experience 2009 - Present
Job Experienced Financial Reporting and Auditing Professional
Industry Accounting
Experience
CBIZ MHM, LLC   2009 - Present
CBIZ  2009 - Present
Mayer Hoffman McCann P.C  2009 - Present
Mahoney Cohen  1994 - 2008

Skills
Management, GAAP, SEC filings, Forensic Accounting, Budgets, Financial Accounting, Financial Reporting, Auditing, Accounting, US GAAP, Financial Analysis, CPA, Nonprofits, Mergers & Acquisitions, Managerial Finance, Internal Controls, Finance, Tax, Revenue Recognition, Corporate Tax, Sarbanes-Oxley Act, External Audit, Business Valuation, Tax Research, Financial Statements, Income Tax, Financial Audits, Due Diligence, Tax Accounting, General Ledger, Tax Preparation

Education
Emory University - Goizueta Business School   1990 — 1994
BBA, Concentration in Accounting

Ryan Perlman, CPA Ryan Perlman, CPA Greater Los Angeles Area Details
Ryan Perlman, CPA's CBIZ MHM, LLC Experience September 2010 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   September 2010 - Present
UBS Wealth Management  June 2008 - June 2010
ClumeckStern Schenkelberg & Getzoff Accounting & Consulting   June 2009 - August 2009

Skills
Tax Compliance, Accounting, Microsoft Office, Partnership Taxation, Personal Tax Planning, High Net Worth..., QuickBooks, CCH ProSystem fx, Leadership, Tax, Tax Accounting, Tax Research, CPA, Tax Returns, Corporate Tax, Journal Entries, ProSystem fx Tax, Real Estate, Income Tax, Tax Preparation, GAAP, Financial Statements

Education
Golden Gate University   2015 — 2018
Master’s Degree, Taxation

University of California, Irvine   2006 — 2010
B.A. Economics, Minor in Accounting

Charles Berk Charles Berk Greater New York City Area Details
Charles Berk's CBIZ MHM, LLC Experience September 1984 - Present
Job CoPractice Leader Corporate Recovery Services at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   September 1984 - Present
Mahoney Cohen & Company, CPA, P.C.   September 1984 - December 2008

Education
Rutgers University - Graduate School of Management   1983 — 1984
MBA, Professional Accountantcy

Emory University   1979 — 1983
B.A., Economics

Katie Easter, CPA Katie Easter, CPA Greater Memphis Area Details
Katie Easter, CPA's CBIZ MHM, LLC Experience August 2011 - Present
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2011 - Present

Skills
Auditing, GAAP, CPA, Accounting, Internal Controls, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Financial Statements, Financial Analysis

Education
Harding University   2003 — 2007
BBA Summa Cum Laude

Matt Dvorak Matt Dvorak Greater Minneapolis-St. Paul Area Details
Matt Dvorak's CBIZ MHM, LLC Experience November 2012 - September 2015
Job Auditor II at Ecolab
Industry Accounting
Experience
Ecolab  September 2015 - Present
CBIZ MHM, LLC   November 2012 - September 2015
Gustavus Adolphus College  September 2009 - May 2012
Cedar Fair Entertainment Company  May 2011 - September 2011
Dick's Sporting Goods  May 2009 - September 2010

Skills
Leadership, Management, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Reporting, Time Management, Auditing, Customer Service, Financial Analysis, Financial Accounting, Event Planning, Outlook

Education
Gustavus Adolphus College   2008 — 2012
Bachelor of Accounting, Accounting

Brittanny Bradley Brittanny Bradley Greater New York City Area Details
Brittanny Bradley's CBIZ MHM, LLC Experience October 2009 - May 2011
Job Financial Services Advisory Senior at Ernst & Young LLP
Industry Accounting
Experience
Ernst & Young  August 2012 - Present
Ernst & Young  June 2011 - August 2011
CBIZ MHM, LLC   October 2009 - May 2011

Skills
Microsoft Excel, Accounting, Litigation Support, Spanish, PowerPoint, Auditing, Financial Accounting, Tax, QuickBooks, Budgets, Financial Reporting, Financial Analysis, Microsoft Word, Teamwork, Time Management, Data Analysis

Education
Fordham University   2008 — 2012
Bachelor of Science (BS), Accounting

Jason Naparstek Jason Naparstek Miami/Fort Lauderdale Area Details
Jason Naparstek's CBIZ MHM, LLC Experience June 2012 - February 2014
Job Senior Revenue Accountant, Worldwide Revenue Operations at Citrix
Industry Computer Software
Experience
Citrix  February 2014 - Present
CBIZ MHM, LLC   June 2012 - February 2014
Schulman Wolfson & Abruzzo, LLP   July 2011 - March 2012
MarcumRachlin, A Division of Marcum LLP  January 2010 - August 2010
Jewett, Schwartz, Wolfe & Associates   May 2007 - December 2009

Skills
Auditing, Accounting, Financial Reporting, GAAP, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Financial Accounting, SEC filings, Mergers, General Ledger, Revenue Recognition, VSOE, SAP, SAP BW, Microsoft Office, QuickBooks, Financial Audits, Accounts Payable, Risk Assessment, Consulting, Risk Management, Strategic Planning, Analysis

Education
Florida Atlantic University   2006 — 2007
Bachelor of Science, Accounting

Florida Atlantic University   1999 — 2001
Bachelor of Arts, Communications

Cory Kaiser, CPA, MBA Cory Kaiser, CPA, MBA Kansas City, Missouri Details
Cory Kaiser, CPA, MBA's CBIZ MHM, LLC Experience January 2001 - April 2012
Job Internal Control Audit & Risk Advisory Manager, Business & Technology Risk Services for CBIZ MHM
Industry Financial Services
Experience
Business & Technology Risk Services of CBIZ MHM, LLC   April 2012 - Present
CBIZ MHM, LLC   January 2001 - April 2012

Skills
SOX, Internal Audit, SAS70, Audit, Compliance Audits, Internal Controls, Financial Reporting, Compliance, Risk Assessment, US GAAP, Auditing, Sarbanes-Oxley Act, SSAE 16, SOX 404, SEC filings, Financial Statements, Quality Auditing, Assurance, Financial Audits, CPA, External Audit, GAAP

Education
Fort Hays State University   2001 — 2001
Master of Business Administration (MBA)

Michael M Pantori Jr Michael M Pantori Jr Boca Raton, Florida Details
Michael M Pantori Jr's CBIZ MHM, LLC Experience August 2011 - Present
Job Senior Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2011 - Present
McGladrey  November 2002 - August 2011
F Altman & Company   April 1996 - May 1998
Ernst & Young  January 1995 - April 1996
Kellogg & Andelson  August 1992 - January 1995
Arthur Andersen  August 1989 - August 1992

Skills
CPA - FL & NY, Business Consultant, Trusted Advisor, Tax, Corporate Tax, FIN 48, Financial Planners, S Corporations, LLC, Accounting, SEC filings, Tax Research, Financial Reporting, Income Tax, International Tax, Tax Accounting, CPA, Partnership Taxation, Tax Advisory, US Tax

Education
Hofstra University   1988 — 1989
MBA, Taxation

Hofstra University   1983 — 1987
BBA, Accounting

university of florida

Consuelo Salcedo, CPA, CGMA Consuelo Salcedo, CPA, CGMA Miami/Fort Lauderdale Area Details
Consuelo Salcedo, CPA, CGMA's CBIZ MHM, LLC Experience 1999 - 2009
Job Senior Manager at Bohlmann Accounting Group, PLLC
Industry Accounting
Experience
Bohlmann Accounting Group, PLLC   January 2015 - Present
Binstock, Rubin, Adler, Aldecoa & Ellzey, PA   January 2011 - December 2014
Cherry, Bekaert & Holland, L.L.P.   January 2010 - November 2010
CBIZ MHM, LLC   1999 - 2009
NEW HIGH GLASS, INC.   July 2004 - February 2007

Skills
Tax, Accounting, Auditing, GAAP, Financial Reporting, Internal Controls, Income Tax, Corporate Tax, CPA, Financial Accounting, Tax Preparation, International Tax, Tax Research, US GAAP, Tax Accounting, General Ledger, Forensic Accounting, QuickBooks, Tax Returns, Account Reconciliation, Financial Planners, Cash Flow, Financial Analysis, Accounts Payable, Partnership Taxation, Financial Statements, Revenue & Profit Growth, New Business Development, Tax Law, S Corporations, State Tax, External Audit, Sales Tax, Tax Advisory, Fixed Assets

Education
Florida International University   1998 — 1999
MASTER IN TAXATION, TAXES

Florida International University - College of Business   1994 — 1996
Bachellor in Accounting, Accounting

Ben Ralston Ben Ralston Greater Chicago Area Details
Ben Ralston's CBIZ MHM, LLC Experience September 2001 - Present
Job CPA providing audit and tax services for closely held businesses
Industry Accounting
Experience
CBIZ MHM, LLC   September 2001 - Present
Brooks Construction Company, Inc.   May 1999 - August 1999

Skills
Tax Compliance, Auditing, Tax Returns, Projections, Income Tax, Accounting, Financial Reporting, Internal Controls, Bookkeeping, GAAP, College Recruiting, Interviewing, Compilation Of..., Tax Research, US GAAP, CPA, Cash Flow Forecasting

Education
Indiana University - Kelley School of Business   1996 — 2001
Accounting (B.A.)

Indiana University - Kelley School of Business   1996 — 2001
Finance (B.A.)

Huntington North High School   1992 — 1996

Timi Omotoso Timi Omotoso Greater Atlanta Area Details
Timi Omotoso's CBIZ MHM, LLC Experience December 2014 - Present
Job Audit / Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   December 2014 - Present
MetLife  December 2013 - April 2014
Georgia State University  September 2013 - December 2013
eSecuritel  June 2013 - July 2013

Skills
Customer Service, Public Speaking, Teamwork, Microsoft Office, Time Management, Microsoft Excel, Access, Internal Controls, PowerPoint, Accounting, Microsoft Word, Data Entry, Account Reconciliation, General Ledger

Education
Georgia State University - J. Mack Robinson College of Business   2013 — 2014
Master's degree, Professional Accountancy

Georgia State University   2009 — 2013
Bachelor of Business Administration (BBA), Accounting

Allison Lima, CPA Allison Lima, CPA Greater Chicago Area Details
Allison Lima, CPA's CBIZ MHM, LLC Experience August 2013 - December 2014
Job Prior Public Accountant Helping People Find Their Place in Accounting & Finance
Industry Accounting
Experience
Parker and Lynch  January 2015 - Present
CBIZ MHM, LLC   August 2013 - December 2014
CBIZ MHM, LLC   August 2012 - August 2013
CBIZ MHM, LLC   November 2011 - August 2012
CBIZ MHM, LLC   January 2010 - April 2011

Skills
Tax, Tax Preparation, Accounting, CPA, Finance, QuickBooks, Auditing, Microsoft Excel, Tax Research, ProSystem fx Tax, Financial Accounting, Partnership Taxation, Tax Accounting, Recruiting, Recruitment Advertising, College Recruiting, Student Recruiting, Permanent Staffing, Relationship Building, Business Development

Education
Northern Illinois University   2007 — 2010
Bachelor's degree, Accountancy

Illinois State University   2006 — 2007
N/A, Mathematics

Lisle Senior High School   2002 — 2006

Evan Schwartz Evan Schwartz Washington, District Of Columbia Details
Evan Schwartz's CBIZ MHM, LLC Experience 2010 - 2010
Job Financial Analyst at The Bozzuto Group
Industry Accounting
Experience
The Bozzuto Group  August 2014 - Present
The Bozzuto Group  July 2012 - August 2014
Broadway Partners  July 2010 - June 2012
CBIZ MHM, LLC   2010 - 2010

Skills
MRI Software, Microsoft Excel, Outlook, CCH ProSystem fx, Microsoft Word, Adobe, Yardi Voyager, Yardi Enterprise, Financial Statements, Internal Controls, Finance, Accounting, Cash Flow, Forecasting, Management

Education
Georgetown University   2014 — 2016
MPS, Real Estate Development

Yeshiva University   2007 — 2009
Bachelor of Science (BS), Accounting

Frisch   2000 — 2004

David Mowery, CPA David Mowery, CPA Greater Denver Area Details
David Mowery, CPA's CBIZ MHM, LLC Experience August 2012 - November 2013
Job
Industry Accounting
Experience
Gomerdinger & Associates, LLC   November 2013 - Present
CBIZ MHM, LLC   August 2012 - November 2013
Clark, Schaefer, Hackett & Co.   June 2012 - August 2012
RubinBrown LLP  January 2009 - May 2012
The Fentress Group, LLC   August 2005 - December 2008
Homewood Corporation  March 2005 - August 2005
Accelerated Construction Services, Ltd.   December 2001 - March 2005
Norman, Jones, Enlow & Co.   November 1998 - December 2001
GBQ Partners  June 1998 - November 1998
Ciuni & Panichi, Inc.   August 1997 - June 1998

Skills
Tax, Construction Accounting, Real Estate, Accounting Applications, CCH ProSystem fx, Caseware, UltraTax, Finance, GAAP, Tax Research, Tax Preparation, Partnership Taxation

Education
Grove City College   1988 — 1992
BA, Accounting

Christine McAlarney, CPA Christine McAlarney, CPA Clearwater, Florida Details
Christine McAlarney, CPA's CBIZ MHM, LLC Experience 2010 - Present
Job Assurance Senior Manager at CBIZ MHM
Industry Accounting
Experience
CBIZ MHM, LLC   2010 - Present

Skills
GAAP, SEC Consulting, SEC Financial Reporting, Technical Accounting..., External Audit, CPA, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act

Education
Florida Atlantic University
BBA, Accounting

Florida International University
Master of Accounting, Accounting

Gregg Tonkery Gregg Tonkery Greater Chicago Area Details
Gregg Tonkery's CBIZ MHM, LLC Experience August 1989 - August 1998
Job Controller and Financial Leader
Industry Accounting
Experience
Miller, Cooper & Co., Ltd.   July 2015 - Present
ETA hand2mind  April 2007 - March 2015
Omron Healthcare, Inc.   August 1998 - April 2007
CBIZ MHM, LLC   August 1989 - August 1998

Skills
Financial Analysis, Accounting, Financial Reporting, Forecasting, Cash Management, Leadership, ERP, General Ledger, Microsoft Excel, Internal Controls, Cost Accounting, Budgets, Publishing, Salesforce.com, Strategic Planning, Process Improvement, Account Management, Finance, Management, Auditing, Strategy, Analysis

Education
Indiana University Bloomington   1986 — 1989
Bachelor, Accounting

Carolina Alcalde Carolina Alcalde Washington D.C. Metro Area Details
Carolina Alcalde's CBIZ MHM, LLC Experience January 2014 - Present
Job Project Administrator
Industry Accounting
Experience
CBIZ MHM, LLC   January 2014 - Present
CBIZ MHM, LLC   June 2007 - January 2014
Private Practice  January 2007 - August 2012
Global Services  July 2004 - May 2007
Chatelain Architects, pc   June 2002 - May 2004
Georgetown University Medical Center  May 2001 - December 2001
Irwin Mortgage  October 1997 - May 2000

Skills
Languages, Accounts Payable, Accounts Receivable, Financial Statements, Bookkeeping, Non-profits, Proposal Writing, Budgets, QuickBooks, Microsoft Office, Microsoft Excel, Training, Accounting, Customer Service, Event Planning, PowerPoint, Leadership, Strategic Planning, Microsoft Word, Project Management, Nonprofits, Management, Recruiting, Spanish, Human Resources, Employee Relations, Administration

Education
Indiana University Bloomington   1993 — 1997
BA, Psychology

Amber Manera Amber Manera Fort Pierce, Florida Area Details
Amber Manera's CBIZ MHM, LLC Experience 2010 - 2010
Job Accounting Graduate Student at Florida Atlantic University
Industry Accounting
Experience
CBIZ MHM, LLC   2010 - 2010
Schorner & Associates   2004 - 2010

Education
Florida Atlantic University   2007 — 2011

Katina Larsen, CPA Katina Larsen, CPA Kansas City, Missouri Area Details
Katina Larsen, CPA's CBIZ MHM, LLC Experience October 2009 - Present
Job Audit Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   October 2009 - Present
Mize, Houser & Company, P.A.   August 2008 - October 2009
PricewaterhouseCoopers  October 2003 - August 2008
Brotherhood Bank & Trust  August 2002 - October 2003
Lindburg & Vogel, Chartered   August 2000 - August 2002
Office of the State Bank Commission   January 2000 - August 2000

Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Tax, Assurance, US GAAP, External Audit, Financial Analysis, Due Diligence, Financial Statement..., Compilation Of..., Tax Research, Forensic Accounting, Tax Accounting, General Ledger, CPA, Partnership Taxation, Tax Preparation, Income Tax, Financial Audits, Financial Statements, Big 4, Corporate Tax, Sarbanes-Oxley Act, Internal Audit, Revenue Recognition

Education
Fort Hays State University   1998 — 1999
MBA

Fort Hays State University   1994 — 1998
BBA

Adam Eisenstadt Adam Eisenstadt Mount Airy, Maryland Details
Adam Eisenstadt's CBIZ MHM, LLC Experience February 2014 - April 2014
Job Staff Auditor at SB & Company, LLC
Industry Accounting
Experience
SB & Company, LLC   August 2015 - Present
Andersen Tax  February 2015 - June 2015
CBIZ MHM, LLC   February 2014 - April 2014
Sarfino and Rhoades, LLP  June 2013 - September 2013
U.S. Department of Housing and Urban Development   July 2012 - August 2012
The ASPIRA Association, Inc   January 2012 - January 2012
Camps Airy and Louise   June 2011 - August 2011

Skills
Basic understanding of..., Basic understanding of..., Microsoft Word, QuickBooks, Leadership, Accounting, Microsoft Office, PowerPoint, Management, Auditing, Nonprofits, Teamwork, Account Reconciliation, Time Management, Budgets, Finance, Accounts Payable

Education
Towson University   2013 — 2014
Masters in Accounting and Business Advisory Services, Accounting and Finance, Graduate School

Frostburg State University   2010 — 2013
Bachelor's Degree, Accounting

University of Baltimore   2009 — 2010
Accounting

Laura Brock Laura Brock Tampa/St. Petersburg, Florida Area Details
Laura Brock's CBIZ MHM, LLC Experience 2007 - July 2015
Job Certified Public Accountant
Industry Accounting
Experience
CBIZ MHM, LLC   2007 - July 2015
Kirkland, Russ, Murphy & Tapp PA   May 2007 - October 2010
Cherry, Bekaert & Holland   June 1998 - May 2007

Skills
Forensic Accounting, Certified Fraud Examiner, Audit, Internal Controls, Accounting, Non-profits, Fraud, Business Valuation, Fraud Investigations, GAAP, Auditing, Employee Benefit Plan..., Management, CPA, Payroll, Nonprofits, External Audit, Financial Accounting, Sarbanes-Oxley, US GAAP, Financial Analysis, Employee Benefits, Revenue Recognition, Valuation, Financial Statements, Financial Reporting, Assurance, Corporate Finance, Finance

Education
Florida State University - College of Business   1975 — 1978
Accounting, Accounting

Zachary Gordon Zachary Gordon Greater Memphis Area Details
Zachary Gordon's CBIZ MHM, LLC Experience January 2014 - Present
Job Associate at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC   January 2014 - Present
Owen Company   August 2012 - April 2013
Kelly School of Business   September 2007 - May 2012
Sherwin Williams  May 2011 - January 2012
MTX Wealth Management   May 2010 - August 2010
Private Client Group LLC  May 2008 - July 2008
Poh's Institute   May 2008 - July 2008

Skills
Accounting, Wealth Management, Asset Allocation, Financial Modeling, Financial Analysis, Microsoft Excel, Finance, PowerPoint, Data Analysis, Spanish

Education
Indiana University - Kelley School of Business   2007 — 2012
Bachelor of Science, Business; Finance

The University of Memphis
Masters of Accountancy, Accounting - Tax

Lisa Montejo Lisa Montejo Miami/Fort Lauderdale Area Details
Lisa Montejo's CBIZ MHM, LLC Experience September 2013 - December 2014
Job Managing Director at MarCom Innovations
Industry Marketing and Advertising
Experience
MarCom Innovations   September 2015 - Present
MBAF  December 2014 - August 2015
CBIZ MHM, LLC   September 2013 - December 2014
McGladrey LLP  November 2002 - September 2013
KPMG  1992 - 2002

Skills
Strategic Planning, Marketing, Budgets, Microsoft Office, PowerPoint, Marketing Strategy, Strategy, Project Management, Accounting, Leadership, Public Relations, Sales, Marketing Communications, Brand Management, Auditing, Financial Reporting, Mergers, Email Marketing, Microsoft Excel, Mergers & Acquisitions, Financial Analysis, Event Planning, Market Research, Business Development, Business Strategy, Marketing Management, Forecasting, Management Consulting, Management, New Business Development

Education
Florida Atlantic University

Florida State University

St. Thomas Aquinas High School

Jordan Wald Jordan Wald Boca Raton, Florida Details
Jordan Wald's CBIZ MHM, LLC Experience November 2014 - Present
Job Attest Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   November 2014 - Present
Mallah Furman  June 2014 - October 2014
Berkowitz Pollack Brant  January 2014 - April 2014
Siegelaub, Rosenberg, Golding, & Feller P.A.   January 2013 - December 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, Matlab, Windows, Event Planning, Team Leadership

Education
Florida Atlantic University   2012 — 2015
Master's Degree, Accounting, 4.0

Florida Atlantic University   2012 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.3 - Accounting and overall GPA

Ethan Bryant, CPA Ethan Bryant, CPA Greater Memphis Area Details
Ethan Bryant, CPA's CBIZ MHM, LLC Experience January 2009 - December 2013
Job Five Pack Creative, Inc.
Industry Accounting
Experience
Five Pack Creative   February 2014 - Present
TruckPro, LLC  December 2013 - July 2014
CBIZ MHM, LLC   January 2009 - December 2013

Skills
CPA, GAAP, Accounting, Auditing, Financial Reporting, Financial Accounting, US GAAP, General Ledger

Education
Harding University   2004 — 2008
Bachelor of Business Administration (BBA), Accounting

Jason Rubin Jason Rubin Boca Raton, Florida Details
Jason Rubin's CBIZ MHM, LLC Experience August 2015 - Present
Job Tax Intern at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2015 - Present
Gadge USA  June 2014 - August 2014
Zimmerman Advertising  May 2013 - August 2013
It'Sugar  June 2012 - August 2012
Philadelphia Freedoms  June 2010 - August 2010

Skills
Sage MAS200, Microsoft Word, Microsoft Excel, PowerPoint, Qualtrics, Marketing, Mintel, Simmons Research..., Social Media, Event Planning, Social Media Marketing, Social Networking, Time Management

Education
Indiana University - Kelley School of Business   2011 — 2015
Bachelor’s Degree, Accounting and Finance

Lori Anne Paillet, Lean Six Sigma White Belt Lori Anne Paillet, Lean Six Sigma White Belt Topeka, Kansas Area Details
Lori Anne Paillet, Lean Six Sigma White Belt's CBIZ MHM, LLC Experience August 2001 - Present
Job National Licensing Specialist
Industry Accounting
Experience
CBIZ MHM, LLC   August 2001 - Present

Skills
Accounts Payable, State CPA Licensing, Database Management, Payroll Processing, Payroll Taxes, CPE Compliance, Regulatory Requirements, Compliance Management, Regulatory Compliance, Standards Compliance

Education
Washburn University   1996 — 2014
Accounting, Finance

Fort Hays State University   2002 — 2008
Accounting and Finance

Isaac Sprecher Isaac Sprecher Greater New York City Area Details
Isaac Sprecher's CBIZ MHM, LLC Experience January 2013 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC   January 2013 - Present
KitchenClique.Com   January 2009 - January 2013
UBS  June 2007 - September 2007

Skills
Accounting, Financial Accounting, Marketing, Investments, Microsoft Word, Alternative Investments, Sales, Accounts Payable, QuickBooks, Tax, Equities, Corporate Finance, PowerPoint, Bloomberg Terminal, Microsoft Excel, Bonds, Trading, Options

Education
FDU   2011 — 2013
MS-Accounting, Accounting

Fairleigh Dickinson University
B.A, Liberal Arts With; Business

Pamela Donado, CPA Pamela Donado, CPA Miami/Fort Lauderdale Area Details
Pamela Donado, CPA's CBIZ MHM, LLC Experience January 2009 - May 2009
Job Senior Tax Accountant at Marcum LLP
Industry Accounting
Experience
Morrison, Brown, Argiz & Farra, LLC   June 2015 - Present
Marcum LLP  January 2011 - May 2015
Ronny Ackermann CPA, PA   January 2010 - January 2011
CBIZ MHM, LLC   January 2009 - May 2009

Skills
Accounting, Tax, CPA, Financial Reporting, Tax Preparation, QuickBooks, Corporate Tax, Tax Accounting, Accounts Receivable, Tax Returns, Accounts Payable, Income Tax, Financial Accounting

Education
Florida International University - College of Business   2010 — 2010
EMST, Tax

Florida International University - College of Business   2005 — 2009
Bachelor of Accounting, Accounting

JOHN SMYTH JOHN SMYTH Cumberland, Maryland Area Details
JOHN SMYTH's CBIZ MHM, LLC Experience January 1975 - Present
Job senior managing director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 1975 - Present

Skills
Financial Analysis, SEC filings, Tax, Accounting, Auditing, Forensic Accounting, Tax Accounting, CPA, Strategic Planning, Internal Controls, Income Tax, Business Valuation, Due Diligence, Partnership Taxation, GAAP, Financial Reporting, Corporate Tax, International Tax, Tax Research, Sarbanes-Oxley Act, Mergers & Acquisitions, Strategic Financial..., SEC Filings

Education
Frostburg State University   1971 — 1975
Bachelor of Applied Science (B.A.Sc.), ACCT/BUS/ECON

Robert Hinckley Robert Hinckley Wichita, Kansas Details
Robert Hinckley's CBIZ MHM, LLC Experience August 1999 - July 2004
Job CPA
Industry Accounting
Experience
Self employed  August 2004 - Present
Robert D. Hinckley, CPA LLC   2004 - Present
CBIZ MHM, LLC   August 1999 - July 2004
Hinckley & Company   June 1982 - 1999
Galen Gose CPA   January 1981 - May 1982
Parman Tanner Soule & Jackson   May 1979 - December 1980

Skills
Accounting, CPA, Tax Preparation, Financial Reporting, Corporate Tax, Financial Statements, Income Tax, Financial Accounting, General Ledger, QuickBooks, Tax Returns, Tax Accounting, Account Reconciliation, Tax

Education
Wichita State University   1976 — 1979
Bachelor of Business Administration (BBA), Accounting

Garden City Community College   1973 — 1975

Olenka Bravo, CPA Olenka Bravo, CPA Miami/Fort Lauderdale Area Details
Olenka Bravo, CPA's CBIZ MHM, LLC Experience January 2014 - November 2014
Job Audit Associate at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP  November 2014 - Present
CBIZ MHM, LLC   January 2014 - November 2014
Garcia, Espinosa, Miyares & Co., LLP   March 2013 - May 2013
ImaginaUS  September 2011 - February 2013

Skills
Accounting, Microsoft Office, Microsoft Excel, Auditing, Accounts Receivable, Financial Reporting, Research, Tax Preparation, Financial Analysis, Financial Accounting, US GAAP

Education
Florida International University   2012 — 2013
Master's degree, Accounting

Florida International University   2007 — 2011
Bachelor of Accounting

Stephen Schaefer Stephen Schaefer Mahwah, New Jersey Details
Stephen Schaefer's CBIZ MHM, LLC Experience January 2009 - August 2012
Job Managing Director at Full Circle Solutions Group
Industry Information Technology and Services
Experience
Full Circle Solutions Group  March 2013 - Present
CBIZ MHM, LLC   January 2009 - August 2012
Mahoney Cohen & Company  May 1977 - December 2008

Skills
Auditing, Financial Accounting, Due Diligence, CFOs, Internal Controls, Mergers & Acquisitions, Apparel, Nonprofits, Manufacturing, Human Resources, US GAAP, Financial Statements, Business Development

Education
Fordham University   1973 — 1977
Bachelor of Science (B.S.), Accounting

Mount St. Michael   1965 — 1973
4th thru 12th

Stephanie Worthington Stephanie Worthington Topeka, Kansas Area Details
Stephanie Worthington's CBIZ MHM, LLC Experience September 2010 - December 2013
Job
Industry Utilities
Experience
Kansas Electric Power Cooperative, Inc.   December 2013 - Present
CBIZ MHM, LLC   September 2010 - December 2013

Skills
Accounting, Financial Analysis, GAAP, Tax, Auditing, Financial Accounting, Financial Reporting, Internal Controls, Corporate Tax, Internal Audit

Education
Emporia State University   2006 — 2010
Bachelor of Science (B.S.), Accounting

Beth Hamlin Beth Hamlin Greater Philadelphia Area Details
Beth Hamlin's CBIZ MHM, LLC Experience April 2012 - December 2014
Job Principal at Caliber Training Inc.
Industry Financial Services
Experience
Caliber Training Inc.   January 2015 - Present
CBIZ MHM, LLC   April 2012 - December 2014
Caliber Commercial Corporation   1994 - April 2012
Copelco Leasing   1990 - 1993
PSFS  May 1986 - May 1990
First Pennsylvania Bank  December 1977 - May 1986
Chase Manhattan Bank  August 1971 - December 1977

Skills
Credit Analysis, Credit, Loans, Underwriting, Small Business Lending, Credit Training, Credit Training..., Commercial Lending, Financial Institutions, Risk Management, Financial Risk, Cash Flow, Commercial Banking, Relationship Management, Credit Risk, Financial Structuring, Portfolio Management, Cash Management, Management, Executive Management, Financial Analysis, Financial Services, Mergers & Acquisitions, Finance, Due Diligence, Corporate Finance, Capital Markets, Valuation, Enterprise Risk..., Financial Modeling, Investments, Funding, Banking, Asset Management, Investment Banking, Project Finance, Securities, Strategic Financial..., Treasury Management

Education
Georgetown University   1967 — 1971
BSFS, International Affairs

Bob Ballard Bob Ballard Greater St. Louis Area Details
Bob Ballard's CBIZ MHM, LLC Experience 2000 - 2003
Job CFO at Global Granite & Marble
Industry Wholesale
Experience
Global Granite & Marble  December 2006 - Present
Custom Industries USA   2003 - 2006
CBIZ MHM, LLC   2000 - 2003
CBIZ MHM, LLC   2000 - 2003
Ansehl Company   1990 - 1999
Ansehl Company   1990 - 1999
Price Waterhouse  1981 - 1990

Skills
Financial Analysis, Budgets, Mergers & Acquisitions, Financial Reporting, Managerial Finance, Process Improvement, Accounting, Financial Modeling, GAAP, Cash Management, Mergers, Auditing, Finance, Forecasting, Internal Controls, Analysis, Due Diligence, Corporate Finance, Restructuring, Treasury Management, CPA, Strategic Financial..., Private Equity, Asset Based Finance, Turnaround Experience

Education
Washington University in St. Louis - Olin Business School   1979 — 1981
MBA, Finance

Illinois State University   1976 — 1979
Bachelor of Science, Accounting

MARK DENNIS MARK DENNIS Greater Chicago Area Details
MARK DENNIS's CBIZ MHM, LLC Experience July 2012 - July 2013
Job Vice President of Acquisitions at Landmark Dividend
Industry Financial Services
Experience
Landmark Dividend LLC  April 2015 - Present
Agape Real Estate Investments   May 2012 - Present
Weltman, Weinberg & Reis Co., LPA   September 2013 - April 2015
CBIZ MHM, LLC   July 2012 - July 2013
CoStar Group  November 2010 - July 2012
Morgan Stanley Smith Barney  November 2007 - September 2010
Porchlight Consulting   2001 - 2007
Comdisco  1997 - 2001
National Football League  1987 - 1997

Skills
Financial Analysis, Consultative Selling, Strategic Planning, Negotiation, Market Analysis, Accounting, Tax, Corporate Tax, Self-motivated Team..., Financial Modeling, Creative Problem Solving, Consulting, Business Strategy, Business Planning, Business Development, Customer Retention, Presentations, Leadership, Growth Strategies, Strategy, New Business Development, Strategic Financial..., Sales Process, Selling, Management, Account Management, Management Consulting, Mergers & Acquisitions, CRM, Finance, Forecasting, Marketing Strategy, Salesforce.com, Investments, Due Diligence, Mergers, Sales, Start-ups, Entrepreneurship, Sales Operations, Enterprise Software, Analysis, Portfolio Management, Valuation, Sales Management, Training, Financial Services, Outsourcing, Professional Services, Relationship Management

Education
Florida International University   1989 — 1993
MBA, Business

University of Illinois at Urbana-Champaign   1983 — 1987
Bachelor of Science, Finance

Jack W. Kirkland, Jr., CPA, CVA Jack W. Kirkland, Jr., CPA, CVA Tampa/St. Petersburg, Florida Area Details
Jack W. Kirkland, Jr., CPA, CVA's CBIZ MHM, LLC Experience November 2010 - Present
Job Tax Lead Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   November 2010 - Present
Kirkland, Russ, Murphy & Tapp, PA   September 1991 - October 2010
KPMG  September 1981 - September 1991

Skills
Tax, Income Tax, Forensic Accounting, Mergers & Acquisitions, Business Valuation, Accounting, Estate Tax Planning, Tax Research, Valuation, Corporate Tax, Partnership Taxation, Tax Advisory, Sales Tax, Consolidation, Tax Preparation, Due Diligence, Tax Returns, State Tax, High Net Worth..., Financial Modeling, US Tax, Tax Accounting, S Corporations, Corporate Tax Planning, Transfer Pricing, Property Tax, Payroll Taxes, Expatriate Tax, Tax Audit Representation, Business Tax Planning, Purchase Price...

Education
Florida State University - College of Business   1978 — 1981
B.S., Accounting, Finance with honors

David Grobstein, CPA David Grobstein, CPA Boca Raton, Florida Details
David Grobstein, CPA's CBIZ MHM, LLC Experience July 2013 - Present
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   July 2013 - Present
SBA Communications  July 2012 - August 2012

Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Tax Accounting

Education
Florida State University   2007 — 2012
Bachelor of Science (BS), Accounting and Finance

Spanish River High School   2003 — 2007

Marc List Marc List West Palm Beach, Florida Area Details
Marc List's CBIZ MHM, LLC Experience January 2010 - Present
Job Senior Managing Director
Industry Accounting
Experience
CBIZ MHM, LLC   January 2010 - Present
Goldstein Lewin & Co.   January 1995 - December 2009

Education
University of North Carolina at Chapel Hill   1988 — 1991
JD, Law

Hofstra University
BBA, Accounting

Jenny Moyer, CFE Jenny Moyer, CFE Tampa, Florida Details
Jenny Moyer, CFE's CBIZ MHM, LLC Experience July 2015 - Present
Job Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   July 2015 - Present
Rivero, Gordimer & Company, P.A.   January 2014 - June 2015
iHospital, LLC  August 2012 - January 2014

Skills
QuickBooks, Financial Statement..., Single Audit, US GAAP, Forensic Accounting, Certified Fraud Examiner, Financial Accounting, External Audit, Microsoft Office, Data Access, Auditing, Internal Controls, PowerPoint, Microsoft Excel

Education
Florida Atlantic University   2013 — 2015
Master of Science (M.S.), Accounting

University of Tampa - John H. Sykes College of Business   2009 — 2012
Bachelor of Science (B.S.), Accounting

RYAN DIFFEE RYAN DIFFEE Bakersfield, California Area Details
RYAN DIFFEE's CBIZ MHM, LLC Experience June 2001 - September 2006
Job CPA at Wayne Long & Co., CPAs
Industry Accounting
Experience
Wayne Long & Co., CPAs   September 2006 - Present
CBIZ MHM, LLC   June 2001 - September 2006
A.G. Edwards & Sons, Inc.   June 2000 - June 2001

Skills
Strategic Financial..., CPA, Tax Preparation, Corporate Tax, GAAP, Partnership Taxation, Tax Research, Income Tax, Tax Returns, Tax Accounting, US GAAP, SEC filings, S Corporations, Internal Controls, Sales Tax, Financial Statements, General Ledger, External Audit

Education
Golden Gate University   2005 — 2011
Master's degree, Taxation

University of California, Santa Barbara   2000 — 2001
Bachelor's degree, Business/Managerial Economics w/Accounting Emphasis

Philip O'Neil, CPA Philip O'Neil, CPA Easton, Maryland Details
Philip O'Neil, CPA's CBIZ MHM, LLC Experience March 2005 - September 2014
Job Financial Reporting Officer
Industry Accounting
Experience
Shore Bancshares, Inc.   October 2014 - Present
CBIZ MHM, LLC   March 2005 - September 2014

Education
Frostburg State University   2001 — 2005
Bachelor of Science, Accounting

Kayleigh Malone Kayleigh Malone Tampa, Florida Details
Kayleigh Malone's CBIZ MHM, LLC Experience June 2015 - Present
Job Accounting Clerk at The Zimmerman Agency
Industry Accounting
Experience
The Zimmerman Agency  August 2015 - Present
CBIZ MHM, LLC   June 2015 - Present
Henri Girl Boutique  March 2013 - June 2015
Pendergrass Flea Market   February 2011 - March 2014

Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, QuickBooks, LogMeIn

Education
Florida State University   2012 — 2016
Bachelor’s Degree, Accounting

H.B. Plant High School   2008 — 2012
Highschool Diploma

Bonnie Norwood, CPA Bonnie Norwood, CPA Little Rock, Arkansas Area Details
Bonnie Norwood, CPA's CBIZ MHM, LLC Experience June 2012 - August 2012
Job Controller at Dale Carnegie Training of the Midsouth
Industry Accounting
Experience
Dale Carnegie Training of the Midsouth   August 2015 - Present
JPMS Cox PLLC  August 2013 - July 2015
Harding University  August 2009 - May 2013
CBIZ MHM, LLC   June 2012 - August 2012
Germantown Church of Christ   May 2010 - August 2011
The Village Toymaker   February 2007 - August 2009

Skills
Spanish, PowerPoint, Public Speaking, Microsoft Word, Fundraising, Microsoft Excel, Microsoft Office, Social Media, Customer Service, InDesign, Public Relations, Photoshop, Teamwork, Event Planning, Sales

Education
Harding University   2009 — 2013
BBA, Accounting, Spanish

Robert Cini Robert Cini Boca Raton, Florida Details
Robert Cini's CBIZ MHM, LLC Experience August 1998 - Present
Job Managing Director, Business Technology
Industry Information Technology and Services
Experience
CBIZ MHM, LLC   August 1998 - Present
Mayer Hoffman McCann P.C.   August 1998 - Present
Goldstein Lewin & Co.   1998 - January 2010

Skills
CPA, QuickBooks, GAAP, SEC filings, Corporate Tax, US GAAP, Internal Controls, Tax, Income Tax

Education
Florida International University - College of Business   1988 — 1993
BA Accounting, Accounting

Marlena Stark (Jaskolski) Marlena Stark (Jaskolski) Greater Chicago Area Details
Marlena Stark (Jaskolski)'s CBIZ MHM, LLC Experience April 2010 - Present
Job Lead Technical Consultant Microsoft Dynamics GP
Industry Computer Software
Experience
CBIZ MHM, LLC   April 2010 - Present
Sikich LL   January 2010 - April 2010
Hal Weinberger Consulting, LLC   September 2006 - December 2009

Skills
Microsoft SQL Server, Microsoft Dynamics, Integration, Business Intelligence, System Architecture, Software Implementation, Technical Staff..., Business Process..., Customer Satisfaction, Long-term Customer..., Project Management, Software Solution Sales, Microsoft Certified..., Microsoft Dynamics GP, Data Migration, Financial Reporting, IT Management, Business Process, Consulting

Education
Governors State University
BS, Computer Science

Michael Gibboney, CPA Michael Gibboney, CPA Indianapolis, Indiana Details
Michael Gibboney, CPA's CBIZ MHM, LLC Experience August 2009 - January 2012
Job Manager, Financial Planning and Analysis
Industry Retail
Experience
Finish Line  May 2015 - Present
Finish Line  January 2012 - Present
CBIZ MHM, LLC   August 2009 - January 2012
CBIZ MHM, LLC   September 2006 - August 2009

Education
Indiana University - Kelley School of Business   2002 — 2006
Bachelor’s Degree, Accounting and Finance

Jonathan Babu Jonathan Babu Washington D.C. Metro Area Details
Jonathan Babu's CBIZ MHM, LLC Experience June 2011 - May 2013
Job Senior Manager at CohnReznick LLP
Industry Law Practice
Experience
CohnReznick LLP  November 2014 - Present
The Catholic University of America  January 2014 - Present
Watkins Meegan LLC  May 2013 - November 2014
CBIZ MHM, LLC   June 2011 - May 2013
Patton Boggs  June 2007 - June 2011
Burt Staples & Maner   February 2006 - June 2007
United States Tax Court  2004 - 2006

Skills
Tax Law, International Tax, Tax, Corporate Law, Corporate Tax, Accounting, Legal Research, Legal Writing, Income Tax, Due Diligence, Mergers & Acquisitions, Corporate Governance

Education
Georgetown University Law Center   2003 — 2004
LLM, Taxation

Seton Hall University School of Law   2000 — 2003
JD

New England Conservatory of Music   1991 — 1996
B Mus

Tufts University   1991 — 1996
BA

Scott Steurer Scott Steurer Greater Chicago Area Details
Scott Steurer's CBIZ MHM, LLC Experience September 1999 - December 2003
Job Vice President, Controller at Cooper's Hawk Winery and Restaurants
Industry Restaurants
Experience
Cooper's Hawk Winery and Restaurants  June 2014 - Present
ULTA Beauty  July 2010 - May 2014
ULTA Beauty  June 2007 - June 2010
Inland Retail Real Estate Trust   January 2004 - May 2007
CBIZ MHM, LLC   September 1999 - December 2003

Skills
SEC reporting, Financial Accounting, Managerial Finance, Investor Relations, External Audit, Audit Management, IPO, Joint Ventures, Mergers, Internal Controls, Software Implementation, Process Improvement, Accounting Research, US GAAP, Tax, Staff Supervision, Staff Development, Dashboards, Rapid Growth, Retail Accounting, Real Estate Accounting, Financial Modeling, Derivatives, Stock Options, 10K, 10Q, Earnings Release, Proxy, Prospects, SAP, SAP BW, JD Edwards, Excel, Word, PowerPoint, Access, Crystal Reports, Cognos, Accounting, SEC filings, Financial Statements, Auditing, Mergers & Acquisitions, Forecasting, Financial Reporting, GAAP, Variance Analysis, General Ledger, Finance

Education
Eastern Illinois University
B.S., Accounting

Daniel Oftring, CPA Daniel Oftring, CPA Greater New York City Area Details
Daniel Oftring, CPA's CBIZ MHM, LLC Experience 2000 - 2007
Job Director of Accounting at Clinton Management
Industry Accounting
Experience
Clinton Management   July 2014 - Present
Raich Ende Malter & Co., LLP   December 2007 - June 2014
Mahoney Cohen  2000 - 2007
CBIZ MHM, LLC   2000 - 2007
Mahoney Cohen & Co. CPA P.C.   2000 - 2007

Skills
Auditing, Internal Controls, Tax, Financial Reporting, GAAP, SEC filings, QuickBooks, Financial Analysis, Corporate Tax, Financial Accounting

Education
Fordham University   1998 — 2002
Bachelor's degree, Accounting

Fordham University

James Brummitt, JD, CPA, LLM James Brummitt, JD, CPA, LLM Bethesda, Maryland Details
James Brummitt, JD, CPA, LLM's CBIZ MHM, LLC Experience December 2013 - July 2015
Job Senior Manager at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP  August 2015 - Present
CBIZ MHM, LLC   December 2013 - July 2015
Empire Petroleum Partners   July 2012 - August 2013
Empire Petroleum Holdings   February 2008 - July 2012
Ernst & Young  August 2006 - February 2008
Reznick   1998 - 2005

Skills
Financial Analysis, GAAP, Financial Modeling, Mergers & Acquisitions, Due Diligence, CPA, Strategy, Tax, Accounting, Business Analytics, Corporate Tax, International Tax, Tax Accounting, Mergers, SEC filings, US GAAP, General Ledger, Financial Statements, Internal Controls, Financial Reporting, Business Valuation, Financial Accounting, Business Analysis, Big 4, Accounts Payable, Financial Audits, Acquisition Integration, Cash Flow, Small Business Tax, Data Visualization, Statistical Data..., Business Process..., Key Performance..., Dashboard Metrics, Metrics Reporting, Data Science, Data Wrangling, Data Warehousing, Data Modeling, Dimensional Modeling, Data Mining, Data Analysis, Machine Learning, Python, Web Development, Tableau, Management, Predictive Analytics, Real Estate Transactions

Education
Georgetown University Law Center   2005 — 2006
LLM, Taxation

University of Baltimore School of Law   2002 — 2005
JD, Law

Loyola University Maryland   1998 — 2001
M.S., Finance

Mount Saint Mary's College   1994 — 1998
Bachelor's degree, Accounting

Mary Beth Leeds Mary Beth Leeds West Palm Beach, Florida Area Details
Mary Beth Leeds's CBIZ MHM, LLC Experience January 2008 - May 2010
Job Senior Federal Tax Manager at KPMG
Industry Financial Services
Experience
KPMG US  May 2014 - Present
KPMG US  September 2013 - May 2014
Goldman Sachs  August 2010 - December 2012
CBIZ MHM LLC  January 2008 - May 2010
PricewaterhouseCoopers  January 2005 - January 2008
BDO Seidman, LLP  January 2003 - December 2004
Arthur Andersen & Co.   January 1992 - February 2003

Skills
Federal Tax Compliance, SALT Compliance, Hedge & PE Partnerships, Private Equity, Venture Capital, Tax Research, Federal Tax, Compliance, Tax, Corporate Tax, High Net Worth..., Income Tax, Tax Returns, Tax Audits, Tax Preparation, Real Estate, Big 4, Individual Taxation, Partnership Taxation, Tax Services, ASC 740, ASC 740-10, Foreign Tax Credit, Sarbanes-Oxley Act, GAAP, Financial Reporting, Auditing, SEC filings, Sales Tax, FIN 48, CPA, Tax Advisory, Transfer Pricing, Tax Accounting, International Tax, Hedge Funds, US GAAP, Compliance Regulations, US Tax, Forensic Accounting, Due Diligence, Tax Law, Internal Controls, Consolidation, External Audit, IFRS, FASB, Restructuring, Financial Statements, Financial Audits

Education
Florida Atlantic University   1988 — 1992
Bachelors and Masters, Accounting and Taxation

Beth Van Leeuwen, CPA Beth Van Leeuwen, CPA Kansas City, Missouri Area Details
Beth Van Leeuwen, CPA's CBIZ MHM, LLC Experience August 2005 - May 2012
Job Tax Manager at MarksNelson LLC
Industry Accounting
Experience
MarksNelson LLC  January 2013 - Present
Lockton Companies  May 2012 - January 2013
CBIZ MHM, LLC   August 2005 - May 2012

Skills
Income Tax, S Corporations, Accounting, Tax, CPA, Tax Preparation

Education
University of Missouri-Kansas City   2006 — 2008
Master of Science

Illinois Wesleyan University   2001 — 2005
Bachelor of Arts

Johanna Nowicki, CPA Johanna Nowicki, CPA Minneapolis, Minnesota Details
Johanna Nowicki, CPA's CBIZ MHM, LLC Experience August 2009 - October 2011
Job Audit Project Manager at U.S. Bank
Industry Accounting
Experience
U.S. Bank   July 2015 - Present
Ambassador Press  December 2012 - July 2015
CHS  October 2011 - November 2012
CBIZ MHM, LLC   August 2009 - October 2011
CBIZ MHM, LLC   September 2006 - July 2009

Skills
Financial Reporting, GAAP, SOX, Internal Audit, External Audit, Internal Controls, Financial Analysis, Financial Accounting, Fixed Assets, FAS Asset Accounting, Caseware, QuickBooks, Financial Statement..., Compilation Of..., IDEA Data Analysis and..., Tax Preparation, Sarbanes-Oxley Act, Tax, Account Reconciliation, Financial Statements, Budgets, Accounts Payable, CPA, Auditing, Accounting, General Ledger, Tax Returns, Finance, US GAAP, Variance Analysis

Education
Gustavus Adolphus College   2002 — 2006
Bachelor of Arts, Accounting, Minor in English

IES London   2005 — 2005
Business

Amanda S. Young Amanda S. Young West Palm Beach, Florida Area Details
Amanda S. Young's CBIZ MHM, LLC Experience February 2004 - September 2006
Job Accounting Manager at Bridge Real Estate Group/Waypoint Property Management
Industry Financial Services
Experience
Bridge Real Estate Group/Waypoint Property Management   May 2013 - Present
Bridge Real Estate Group   June 2012 - May 2013
Fleet Advantage  October 2011 - July 2012
Gables Residential  September 2007 - October 2011
Wachovia Mortgage  September 2006 - September 2007
Wachovia, A Wells Fargo Company  2006 - 2007
CBIZ MHM, LLC   February 2004 - September 2006
CBIZ Accounting, Tax & Advisory Services   February 2004 - September 2006

Skills
QuickBooks, Financial Statements, Accounting, Accounts Payable, Microsoft Word, PowerPoint, Financial Planners, Budgets, Microsoft Excel, Outlook, Finance, Customer Service, JD Edwards, Accounting Applications, Sales, Account Reconciliation, Invoicing

Education
Florida Atlantic University   2005 — 2008
MBA, Accounting

University of Central Florida - College of Business Administration   1999 — 2003
Accounting

Jamie Nelden Jamie Nelden Cedar Rapids, Iowa Details
Jamie Nelden's CBIZ MHM, LLC Experience July 2009 - May 2012
Job Accounting Professional
Industry Accounting
Experience
CBIZ MHM, LLC   July 2009 - May 2012
CBIZ MHM, LLC   January 2007 - June 2009

Skills
GAAP, Income Tax, Tax Preparation, Tax Returns, Tax, Auditing, Accounting, Financial Reporting, Tax Research, Assurance, Bookkeeping, Account Reconciliation, Financial Analysis, Accounts Payable, Partnerships, Accounts Receivable, General Ledger, Accounting System

Education
Illinois State University   2002 — 2006
Bachelor of Science (BS), Accountancy

Illinois State University   2002 — 2006
Bachelor of Science (BS), Finance, General

Paula Kimmel Paula Kimmel Cleveland, Ohio Details
Paula Kimmel's CBIZ MHM, LLC Experience January 2006 - June 2011
Job Senior Internal Auditor at NACCO Industries, Inc.
Industry Mining & Metals
Experience
NACCO Industries, Inc.   October 2013 - Present
Associated Materials Incorporated  June 2011 - September 2013
CBIZ MHM LLC  January 2006 - June 2011
Bober, Markey, Fedorovich & Company   February 2003 - June 2006
Anness, Gerlach & Williams CPA's   January 1996 - January 2003
U.S. Navy   January 1988 - January 1990

Skills
CPA, Internal Audit, Accounting, Auditing, Financial Reporting, Internal Controls, US GAAP, Sarbanes-Oxley Act, Risk Assessment, Audits of Employee..., Financial Analysis, GAAP, Sarbanes-Oxley, General Ledger

Education
Hiram College   1996 — 1999
BA, Accounting and Business Management

Dee Carpenter Dee Carpenter Greater Atlanta Area Details
Dee Carpenter's CBIZ MHM, LLC Experience Senior Administrative StaffKPMG LLPAugust 1991 - May 2007
Job Administrative Assistant at CBIZ MHM LLC
Industry Accounting
Experience
CBIZ MHM LLC  Senior Administrative StaffKPMG LLPAugust 1991 - May 2007

Education
Eastern Michigan University   1980 — 1984
Accounting

Patricia Wood Patricia Wood Kansas City, Missouri Area Details
Patricia Wood's CBIZ MHM, LLC Experience 2011 - June 2012
Job Litigation and Forensics/Fraud Consultant at Meara Welch Browne, P.C.
Industry Financial Services
Experience
UMKC  2014 - Present
Meara Welch Browne, P.C.   2014 - Present
Financial Forensic Associates LLC   June 2012 - 2014
CBIZ MHM, LLC   2011 - June 2012
Mesirow Financial  2006 - 2011
XRoads Solutions Group  2002 - 2006
CBIZ  1997 - 2002
BKD CPAs & Advisors  1993 - 1995

Skills
Forensic Accounting, Certified Fraud Examiner, Business Valuation, CPA, Financial Analysis, Financial Statements, Litigation Consulting, Forensic Analysis, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Tax, Financial Modeling, Litigation Support, US GAAP, Financial Reporting, Expert Witness, Auditing, Due Diligence, SEC filings, Valuation, Assurance

Education
Emporia State University
BSBA, Accounting

University of Missouri-Kansas City
Master's Degree, Accounting

Robert Vandewater Robert Vandewater Greater New York City Area Details
Robert Vandewater's CBIZ MHM, LLC Experience 2000 - 2009
Job at Hecht and Company
Industry Accounting
Experience
Hecht and Company   June 2010 - Present
MHM Mahoney Cohen   January 2009 - June 2010
CBIZ MHM, LLC   2000 - 2009
Mahoney Cohen  2000 - 2008
Rashba and Pokart   1984 - 1995

Skills
GAAP, Internal Controls, Auditing, Financial Statements, IFRS, Corporate Tax, Tax Research, Internal Audit, Tax Preparation, Financial Accounting, Sarbanes-Oxley Act, Accounting Research, External Audit, Financial Analysis, Accounting, US GAAP, Sarbanes-Oxley, General Ledger, Assurance, Forensic Accounting, QuickBooks, Financial Audits, Income Tax, Revenue Recognition, CPA

Education
Hofstra University   1980 — 1984
BBA, Accounting

Jennie Bury, CPA Jennie Bury, CPA Greater Philadelphia Area Details
Jennie Bury, CPA's CBIZ MHM, LLC Experience September 2003 - October 2013
Job Finance Director at Barclay Friends
Industry Accounting
Experience
Barclay Friends  October 2013 - Present
CBIZ MHM, LLC   September 2003 - October 2013
Vertis Communications  September 2002 - August 2003

Skills
Auditing, Accounting, GAAP, Financial Reporting, CPA, US GAAP, Long-term Care, Nursing Homes, Nonprofits, Management, Budgets

Education
Holy Family University   1999 — 2003
BA, Accounting

Carol Surowiec Carol Surowiec Miami/Fort Lauderdale Area Details
Carol Surowiec's CBIZ MHM, LLC Experience January 2009 - December 2013
Job Tax Partner at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP  December 2013 - Present
CBIZ MHM, LLC   January 2009 - December 2013
Mahoney Cohen  September 2004 - December 2008
Berkowitz Pollack Brant  September 1998 - September 2004
Grant Thornton LLP  January 1988 - September 1998

Skills
Tax, Accounting, Income Tax, Corporate Tax, CPA, Tax Preparation, Financial Accounting, Partnership Taxation, Tax Advisory, Tax Returns, US Tax

Education
Florida State University
Bachelor's degree, Accounting

Ashley Wikle, CPA Ashley Wikle, CPA Chicago, Illinois Details
Ashley Wikle, CPA's CBIZ MHM, LLC Experience November 2012 - Present
Job Financial Services Professional Specializing in Audit & Tax
Industry Accounting
Experience
CBIZ MHM, LLC   November 2012 - Present
Becker CPA Review  2011 - 2012

Skills
Auditing, General Ledger, Income Tax, Partnership Taxation, SEC filings, Financial Accounting, Accounting, GAAP, Internal Controls, CPA, ProSystem fx Tax, Corporate Tax, Tax Preparation, Financial Statements, Financial Reporting, Tax, US GAAP

Education
Indiana University - Kelley School of Business   2008 — 2012
Bachelor of Science (B.S.), Accounting

Hamilton Southeastern High School   2004 — 2008

Jillian Mott, CPA Jillian Mott, CPA Kansas City, Missouri Area Details
Jillian Mott, CPA's CBIZ MHM, LLC Experience January 2005 - Present
Job Experienced Audit and Accounting Professional / Employee Benefit Plan Specialist
Industry Accounting
Experience
CBIZ MHM, LLC   January 2005 - Present
Mayer Hoffman McCann P.C.   January 2005 - Present

Skills
Audits of Employee..., Auditing, CPA, ERISA, US GAAP, Reviews and Compilations, Financial Reporting, Payroll, Pensions, 401k, Defined Benefit, Defined Contribution, Health & Welfare..., Qualified Retirement...

Education
Graceland University
Bachelor's Degree, Accounting

University of Missouri - Kansas City
M.S. in Accounting, Accounting

Dana Holt Dana Holt Gainesville, Florida Details
Dana Holt's CBIZ MHM, LLC Experience November 2007 - August 2013
Job Assistant Director of Finance at University of Florida
Industry Accounting
Experience
University of Florida, UF/IFAS Office of the Dean for Research   August 2015 - Present
University of Florida, Office of Contracts & Grants Accounting Services   December 2013 - August 2015
CBIZ MHM, LLC   November 2007 - August 2013
Starbridge Valuation and Forensic Solutions   September 2006 - October 2007
Deiter, Stephens & Durham   May 2005 - September 2006
University of Florida, Office of Technology Licensing  October 2003 - May 2005
United States Small Business Administration  May 2004 - August 2004

Skills
Business Valuation, Forensic Accounting, Excel, Research, Valuation, Financial Analysis, Due Diligence, QuickBooks, Financial Modeling, Peachtree, Microsoft Excel, Accounting, Tax, Business Planning, US GAAP, Financial Reporting

Education
Florida Atlantic University   2010 — 2012
Masters, Accounting, concentration in Forensic Accounting

University of Florida - Warrington College Of Business   2001 — 2005
BS, Business Economics / French

The Washington Center for Internships and Academic Seminars
International Relations Program

Institute for American Universities
Intensive French Program

Rob W., CPA Rob W., CPA Springfield, Illinois Area Details
Rob W., CPA's CBIZ MHM, LLC Experience May 2000 - June 2007
Job Managing Member at The Ledge Consulting, Inc.
Industry Accounting
Experience
The Ledge Consulting, Inc.   January 2014 - Present
Robert's Automotive, Inc.   July 2013 - Present
Sikich  December 2007 - July 2013
Clifton Gunderson LLP  July 2007 - November 2007
CBIZ MHM, LLC   May 2000 - June 2007
Selden Fox, Ltd.   January 2000 - April 2000

Skills
Internal Controls, Auditing, Financial modeling, tax preparation, Audits of Employee..., Employee Benefits Design

Education
Illinois State University   1996 — 2000
BS, Financial accounting

Darina Bowerman, CPA Darina Bowerman, CPA West Palm Beach, Florida Area Details
Darina Bowerman, CPA's CBIZ MHM, LLC Experience September 2006 - Present
Job Audit Senior at CBIZ \​ Mayer Hoffman McCann P.C.
Industry Accounting
Experience
CBIZ MHM, LLC   September 2006 - Present

Skills
Accounting, CPA, Auditing, 401k, SEC filings, Audits of Employee..., Broker-Dealer, Management, Team Management, Development Of Employees, GAAP, Accounting Standards, Financial Reporting, US GAAP, External Audit, Internal Controls, Big 4, Sarbanes-Oxley Act, Forensic Accounting, Finance, Tax Preparation, Financial Statements

Education
Franklin University   2004 — 2006
Bachelor of Science (BS), Accounting, GPA 4.0

University of National and World Economy, Sofia, Bulgaria   2000 — 2003
Accounting and Economics, Highest Standard

Caryl Ladd Caryl Ladd Greater St. Louis Area Details
Caryl Ladd's CBIZ MHM, LLC Experience January 2003 - Present
Job Senior Benefit Consultant at CBIZ MHM, LLC
Industry Management Consulting
Experience
CBIZ MHM, LLC   January 2003 - Present

Skills
Form 5500 preparation, Employee Benefits, ERISA, Benefits Administration

Education
Fontbonne University
Bachelor of Business Administration (BBA)

David Stollberg David Stollberg West Palm Beach, Florida Area Details
David Stollberg's CBIZ MHM, LLC Experience June 2011 - November 2013
Job Dynamics GP Administrator at FirstService Residential
Industry Information Technology and Services
Experience
FirstService Residential  November 2013 - Present
CBIZ MHM, LLC   June 2011 - November 2013
Vila & Son Landscaping Corp  December 2007 - June 2011
Complete Business Solutions  December 2005 - December 2007

Skills
Microsoft SQL Server, Great Plains Software, Business Intelligence, Microsoft Dynamics, Crystal Reports, Network Administration, Computer Hardware, Microsoft Office, SSRS, SSIS, Vendor Management, Business Analysis, Project Management, Budgets, Business Development, Process Improvement

Education
Florida Atlantic University   2000 — 2005
Bachelor, Management Information Systems

Jerry Loukatos, CPA Jerry Loukatos, CPA Greater New York City Area Details
Jerry Loukatos, CPA's CBIZ MHM, LLC Experience November 2007 - July 2013
Job Assurance Manager at BDO USA, LLP Serving Clients in Retail and Consumer Products and Technology/Software
Industry Accounting
Experience
BDO USA, LLP  August 2014 - Present
BDO USA, LLP  August 2013 - July 2014
CBIZ MHM, LLC   November 2007 - July 2013
Laro Holdings   February 2006 - October 2007
Sleepy's  2005 - 2006

Skills
Auditing, Assurance, Accounting, Consolidation, GAAP, US GAAP, SEC filings, CPA, Financial Reporting, External Audit, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Revenue Recognition, Internal Audit, Financial Audits, Software Revenue...

Education
Hofstra University   2005 — 2007
MS, Accounting

Hofstra University   2000 — 2004
BBA, Marketing

Pam Huelsman Pam Huelsman Greater St. Louis Area Details
Pam Huelsman's CBIZ MHM, LLC Experience December 2006 - June 2009
Job Manager State & Local Taxes at Brown Smith Wallace
Industry Accounting
Experience
Brown Smith Wallace  June 2009 - Present
CBIZ MHM, LLC   December 2006 - June 2009
Ernst & Young  March 2006 - December 2006
May Department Stores  August 1984 - March 2006

Skills
Tax, Income Tax, Corporate Tax, Tax Research, Accounting

Education
Southern Illinois University, Edwardsville   1982 — 1984
B.S., Business Administration

Eastern Illinois University   1980 — 1982
Business

Edwin Baker, CPA, CCIFP Edwin Baker, CPA, CCIFP Topeka, Kansas Area Details
Edwin Baker, CPA, CCIFP's CBIZ MHM, LLC Experience November 1992 - April 2011
Job Controller at Batis Development Company
Industry Accounting
Experience
Batis Development Company   April 2011 - Present
Genesis Fitness  2011 - Present
CBIZ MHM, LLC   November 1992 - April 2011
Braunsdorf, Carlson & Clinkinbeard, CPA's   November 1992 - December 1998
PBX   1981 - 1992

Skills
GAAP, Auditing, Accounting, CPA, Internal Controls, Financial Statements, Financial Accounting, Tax, US GAAP, Corporate Tax, SEC filings, Revenue Recognition, Partnership Taxation, Tax Research, Income Tax, General Ledger, Tax Preparation, Forensic Accounting, Tax Accounting, Financial Reporting, Financial Audits, External Audit, Fixed Assets, Sarbanes-Oxley Act, Tax Returns, Assurance, Cash Flow, Cost Accounting, QuickBooks, Tax Advisory, Account Reconciliation, Accruals, Cash Flow Forecasting, Construction Accounting, S Corporations, Consolidation, Internal Audit, Accounts Payable, Accounts Receivable, Bookkeeping, Journal Entries, Payroll, IFRS, Managerial Finance, Audits of Employee..., Financial Analysis, Business Valuation, Transfer Pricing, Bank Reconciliation, Due Diligence

Education
Emporia State University   1988 — 1992
BS, Accounting

Emporia High School   1972 — 1975
High School Diploma, Auto Mechanics and Metal Working

Steve Saussy Steve Saussy Atlanta, Georgia Details
Steve Saussy's CBIZ MHM, LLC Experience August 2009 - October 2011
Job Accounting Manager at DS Services
Industry Accounting
Experience
DS Services  July 2015 - Present
Windham Brannon  October 2014 - July 2015
Windham Brannon  October 2011 - September 2014
CBIZ MHM, LLC   August 2009 - October 2011
Martin & Orr   February 2008 - April 2009

Skills
Accounting, Financial Reporting, Payroll, Internal Controls, External Audit, ERISA, Financial Accounting, Financial Statements, Auditing, Assurance, Corporate Tax, GAAP

Education
Georgia State University - J. Mack Robinson College of Business   2007 — 2009
B.B.A., Accounting

The University of Georgia   2002 — 2006
B.A., History, Political Science

Sean L. Greene Sean L. Greene Miami/Fort Lauderdale Area Details
Sean L. Greene's CBIZ MHM, LLC Experience July 2007 - December 2008
Job Managing Director, Greene, Greene and Associates LLC
Industry Accounting
Experience
Greene, Greene & Associates LLC   June 2009 - Present
Mayer Hoffman McCann P.C. / CBIZ MHM LLC   January 2009 - July 2009
CBIZ MHM, LLC   July 2007 - December 2008
PwC  October 2002 - July 2007
PwC  September 1995 - October 2002

Skills
SOX, Management Consulting, External Audit, Business Process Design, Risk Management, Internal Controls, Internal Audit, Audit, Process Improvement, GAAP, Accounting, Auditing, Sarbanes-Oxley Act, Assurance, Sarbanes-Oxley, SEC filings, CPA, Financial Analysis, US GAAP, SEC Filings, Financial Reporting

Education
Florida International University   1994 — 1995
Master of Accounting, Internal Audit and Accounting Information Systems

Florida International University
Bachelor of Accounting, Accounting

Shawn Schaffman Shawn Schaffman Miami/Fort Lauderdale Area Details
Shawn Schaffman's CBIZ MHM, LLC Experience February 2012 - December 2013
Job SALT Senior Manager at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP  January 2014 - Present
CBIZ MHM, LLC   February 2012 - December 2013
Grant Thornton LLP  2005 - 2010

Skills
Tax Research, Use Tax, Corporate Tax, SOX 404, CPA, Tax Accounting, US GAAP, GAAP, Property Tax, Internal Controls, Income Tax, Tax, Tax Returns, State Tax, Forensic Accounting, SEC filings

Education
Florida State University - College of Business   1999 — 2004

Florida State University

Nicole Wendle Nicole Wendle Greater Denver Area Details
Nicole Wendle's CBIZ MHM, LLC Experience September 2008 - May 2011
Job Senior Accountant, Colliers International
Industry Accounting
Experience
Colliers International  May 2011 - Present
CBIZ MHM, LLC   September 2008 - May 2011
Gorenz and Associates   June 2005 - August 2007

Education
Illinois State University   2007 — 2008
MSA, Accounting

Illinois State University   2003 — 2007
BS, Accounting

Abigail Thierman Abigail Thierman Miami/Fort Lauderdale Area Details
Abigail Thierman's CBIZ MHM, LLC Experience February 2013 - Present
Job Senior Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   February 2013 - Present
Deloitte Tax LLP  February 2012 - February 2013
Deloitte Tax LLP  September 1994 - January 2012

Education
New York University School of Law
LLM Taxation, Taxation

Emory University School of Law   1977 — 1981
JD/MBA, Law/Business

Goizueta Business School, Emory University   1977 — 1981
JD/MBA, Law/Business

Rice University   1973 — 1977
BA, Behavioral Science

David Epstein, CFE David Epstein, CFE West Palm Beach, Florida Area Details
David Epstein, CFE's CBIZ MHM, LLC Experience August 2012 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2012 - Present
Shavell & Company, P.A.   June 2012 - August 2012
CBIZ Goldstein Lewin & Co.   February 2012 - April 2012
Beta Alpha Psi  January 2011 - August 2011

Skills
Microsoft Office, Accounting, Research, Banking, Invoicing, Internal Controls, Auditing, Financial Reporting, Forensic Accounting, Fraud Investigations, Quickbooks, Financial Analysis, Financial Planning, Excel, GAAP, Fraud, Risk Assessment, Litigation Support, Risk Management, Bookkeeping, QuickBooks, Microsoft Excel, Tax Preparation

Education
Florida Atlantic University   2010 — 2012
Executive Masters of Accounting with a focus in Forensic Accounting, Accounting

Florida Atlantic University   2007 — 2010
Bachelor of Business Administration, Accounting

Brian Currie Brian Currie Greater Atlanta Area Details
Brian Currie's CBIZ MHM, LLC Experience December 2011 - October 2012
Job Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   December 2011 - October 2012
Georgia State University  August 2010 - June 2012

Education
Georgia State University   2010 — 2011
Master of Professional Accountancy, Auditing

Georgia State University   2009 — 2011
BBA, Accounting

The University of Georgia   1989 — 1993
BBA, Risk Management

Bradley Roelofs Bradley Roelofs Greater Memphis Area Details
Bradley Roelofs's CBIZ MHM, LLC Experience July 2015 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   July 2015 - Present
CBIZ MHM, LLC   March 2013 - Present
Memphis Research Group   August 2012 - March 2013
ServiceMaster  May 2012 - August 2012
Merrill Lynch  June 2011 - July 2011
Shoemaker Financial  June 2010 - July 2010

Skills
Financial Analysis

Education
University of Tennessee-Knoxville - College of Business Administration   2008 — 2012
Accounting and Finance

Susan Mendez Susan Mendez San Jose, California Details
Susan Mendez's CBIZ MHM, LLC Experience January 2008 - July 2011
Job Accounting Professional
Industry Accounting
Experience
CBIZ MHM, LLC   January 2008 - July 2011
Various Organizations  April 2007 - January 2011
Quiet Solution, Inc.   August 2006 - April 2007
IXYS Corporation  June 2005 - July 2006
ADA Manufacturing, Inc.   September 2004 - September 2005
Nexray, Inc.   June 2003 - May 2004
TEC, Inc.   October 1993 - February 2003

Skills
Notary Public, Cost Accounting, Software Implementation, Management

Education
Heald College
AA, Accounting

University of Phoenix
BS, Accounting/Business

Scott Schulman, CPA Scott Schulman, CPA Boca Raton, Florida Details
Scott Schulman, CPA's CBIZ MHM, LLC Experience January 2012 - Present
Job Senior Tax Associate at CBIZ MHM
Industry Accounting
Experience
CBIZ MHM, LLC   January 2012 - Present
SourceEcreative   July 2009 - December 2011
Tax Solutions Group  January 2009 - August 2009

Skills
CPA

Education
Florida Atlantic University   2010 — 2011
Master's of Taxation, Taxation

Florida Atlantic University   2008 — 2010
Bachelor of Business Administration, Accounting & Finance

Manisha Suckoo, CPA Manisha Suckoo, CPA Hollywood, Florida Details
Manisha Suckoo, CPA's CBIZ MHM, LLC Experience November 2005 - March 2010
Job Accounting Professional
Industry Accounting
Experience
J.I. Kislak, Inc   March 2010 - July 2011
CBIZ MHM, LLC   November 2005 - March 2010
Kwal & Oliva, CPA   February 2004 - December 2004

Skills
Internal Controls, Financial Reporting, Auditing, Accounting, Budgets, External Audit, Financial Statements, Account Reconciliation, Financial Audits, GAAP, Journal Entries, Consolidation, CPA

Education
Florida International University - College of Business Administration   2005 — 2005
Master's, Accounting

Florida International University - College of Business Administration   1999 — 2003
Bachelor's, Accounting

Catherine Mavrogeorgis Catherine Mavrogeorgis Miami/Fort Lauderdale Area Details
Catherine Mavrogeorgis's CBIZ MHM, LLC Experience January 2014 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2014 - Present
Ahearn Jasco + Company P.A.   January 2013 - December 2013
WeiserMazars LLP  August 2012 - January 2013
Waldman, Hirsch & Company LLP   August 2010 - August 2012

Skills
Accounting, Tax, Financial Reporting, QuickBooks, Auditing, Financial Analysis, Financial Accounting, Accounts Payable, Tax Preparation, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Due Diligence, Tax Accounting

Education
Hartwick College   2006 — 2010
B.S., Major: Accounting CPA, Minor: Finance & Music

Molly Field Molly Field Chicago, Illinois Details
Molly Field's CBIZ MHM, LLC Experience November 2013 - Present
Job Associate at CBIZ MHM
Industry Accounting
Experience
CBIZ MHM, LLC   November 2013 - Present
Bell Helicopter  June 2012 - August 2012
Volunteer Income Tax Assistant  January 2012 - April 2012

Education
Indiana University Bloomington   2009 — 2013
BS, Accounting and Finance

Audie Alsopp Audie Alsopp United States Details
Audie Alsopp's CBIZ MHM, LLC Experience 2010 - 2014
Job
Industry
Experience
Alsopp's Accounting Services, LLC   January 1997 - Present
CBIZ MHM, LLC   2010 - 2014

Skills
Microsoft Office, CPA, Microsoft Word, Tax Preparation, Customer Service, Microsoft Excel, Bookkeeping

Education
Florida International University   1987 — 1999
Master of Science (M.S.), Taxation, 3.6

S.U.N.Y @ Old Westbury   1993 — 1994
Bachelor of Arts (B.A.), Accounting, 3.5

University of Miami   1987 — 1989
Accounting, 3.0

J. Chris Cheney, CPA J. Chris Cheney, CPA Las Vegas, Nevada Area Details
J. Chris Cheney, CPA's CBIZ MHM, LLC Experience June 2012 - October 2014
Job Experienced Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte  November 2014 - Present
CBIZ MHM, LLC   June 2012 - October 2014
Miller & Company  December 2011 - June 2012
The Cheney Company   November 2009 - December 2011
Howland & Norris, CPAs   June 2008 - October 2009
Howland & Norris, CPAs   June 2006 - May 2008

Skills
Auditing, Accounting, Financial Reporting, CPA, GAAP, Financial Accounting, US GAAP, Financial Statements, Internal Controls, Financial Analysis, Income Tax, Corporate Tax, Consolidation, IDEA Data Analysis, Foreign Currency, Tax Returns, Tax Research, SEC Filings

Education
Hendrix College   2005 — 2006
M.A.

Hendrix College   2000 — 2004
B.A.

Adam Morrow Adam Morrow Decatur, Georgia Details
Adam Morrow's CBIZ MHM, LLC Experience August 2014 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2014 - Present
Emory University Goizueta Business School  2013 - Present
Goizueta Business School  August 2012 - May 2014
Mildred's Thrift Store   January 2008 - May 2013
Ingles Markets  May 2012 - August 2012

Skills
Financial Accounting, Microsoft Excel, Financial Reporting, Financial Analysis, Tax Accounting, Microsoft Word, Customer Service, Auditing, Online Research, Operations Management, Bowling, Rifle, Eagle Scout, Survival Training, Data Entry, Online Gaming, Social Networking, Teamwork, Microsoft Office, Internal Controls, Time Management, Strategic Planning, ProSystem fx Tax

Education
Goizueta Business School, Emory University   2012 — 2014
Bachelor of Business Administration (BBA), Accounting and Business/Management, Alumni

Oxford College of Emory University   2009 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies, A

Corey Twigg Corey Twigg Cumberland, Maryland Details
Corey Twigg's CBIZ MHM, LLC Experience January 2011 - Present
Job Accountant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2011 - Present

Skills
GAAP

Education
Frostburg State University   2007 — 2011
Bachelor of Science (B.S.), Accounting

Aaron Golden Aaron Golden Clarendon Hills, Illinois Details
Aaron Golden's CBIZ MHM, LLC Experience September 1996 - November 2000
Job Financial Planning and Reporting Professional
Industry Electrical/Electronic Manufacturing
Experience
Siemens  June 2007 - Present
Siemens  August 2004 - June 2007
Siemens  September 2002 - August 2004
Deloitte  November 2000 - September 2002
CBIZ MHM, LLC   September 1996 - November 2000

Skills
Strategic Financial..., Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Business Analysis, Process Improvement, Month End Close, Internal Audit, Internal Controls, Mentoring, Process Implementation

Education
Indiana University Bloomington   1991 — 1996
Bachelor of Science (BS), Accounting and Finance

Audie Alsopp Audie Alsopp Miami, Florida Details
Audie Alsopp's CBIZ MHM, LLC Experience February 2000 - Present
Job
Industry Accounting
Experience
CBIZ MHM, LLC   February 2000 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets

Education
Florida International University   1998 — 1999
Master of Science (M.S.), Taxation, 3.7 GPA

State University of New York College at Old Westbury   1993 — 1994
Bachelor of Science (B.S.), Accounting

University of Miami   1987 — 1989
Accounting

Shawn McIntosh Shawn McIntosh West Palm Beach, Florida Area Details
Shawn McIntosh's CBIZ MHM, LLC Experience September 2009 - July 2011
Job Sr. Internal Auditor at The Breakers
Industry Hospitality
Experience
The Breakers Palm Beach  May 2015 - Present
Garda Cash Logistics  March 2014 - May 2015
Office Depot  July 2011 - March 2014
CBIZ MHM, LLC   September 2009 - July 2011
Mortgage Funding Group   January 2000 - May 2008

Skills
Internal Controls, Risk Management, Compliance, Auditing, Tax, Bookkeeping, Acl, Microsoft Excel, Lean six sigma, Mortgage

Education
Florida Atlantic University   2008 — 2009
Masters, Accounting

Nova Southeastern University   1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General

Lori (Zeleznik) Vazquez Lori (Zeleznik) Vazquez United States Details
Lori (Zeleznik) Vazquez's CBIZ MHM, LLC Experience June 2014 - Present
Job Administrative Assistant at CBIZ MHM, LLC
Industry
Experience
CBIZ MHM, LLC   June 2014 - Present
McGladrey  November 2010 - June 2014
NuCO2  September 2007 - November 2010

Education
Indian River Community College
Associate's Degree

Kelli Gibson Kelli Gibson Zion, Illinois Details
Kelli Gibson's CBIZ MHM, LLC Experience January 2006 - February 2012
Job Senior Accountant at Walgreens
Industry Retail
Experience
Walgreens  February 2012 - Present
CBIZ MHM, LLC   January 2006 - February 2012

Education
Illinois State University   2001 — 2005
Bachelor of Science (BS), Accounting

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