CBIZ MHM, LLC

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CBIZ MHM, LLC Employees

Employee
Years
Job
Industry
Steve J. Ochse, CPA Steve J. Ochse, CPA Easton, Maryland Details
Steve J. Ochse, CPA's CBIZ MHM, LLC Experience October 1987 - April 2015
Job Member of the EUC team dedicated to improving the quailty of life in the community.
Industry Accounting
Experience
Easton Utilities Commission   April 2015 - Present
Mayer Hoffman McCann P.C.   June 2004 - April 2015
CBIZ MHM, LLC   October 1987 - April 2015
Vincent T. Brown & Associates   October 1986 - October 1987
Walpert, Smullian & Blumenthal   June 1985 - October 1986

Skills
Accounting, Forensic Accounting, Tax, Finance, Tax Preparation, QuickBooks, Real Estate, Internal Controls, Management, Nonprofits, Auditing, Financial Statements, Financial Reporting, CPA, Financial Accounting, Partnership Taxation, Strategic Planning, Income Tax, GAAP, Small Business, Cost Segregation, Corporate Tax, Tax Accounting, US GAAP

Education
University of Baltimore   1983 — 1985
Bachelor of Science, Accounting

Loyola University Maryland   1982 — 1983
Accounting and Business/Management, Sophmore

University of Utah   1982 — 1983
Freshman

Jim McGettigan, CPA, CCIFP Jim McGettigan, CPA, CCIFP Greater Philadelphia Area Details
Jim McGettigan, CPA, CCIFP's CBIZ MHM, LLC Experience DirectorCBIZ MHM, LLCJanuary 2014 - Present
Job Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   DirectorCBIZ MHM, LLCJanuary 2014 - Present
Zelenkofske, Axelrod & Co.   1988 - 2002

Skills
Forensic Accounting, Auditing, CPA, GAAP, Tax Research, External Audit, Financial Reporting, Corporate Tax, Internal Controls, Accounting, Fixed Assets, Forecasting, US GAAP, General Ledger, Revenue Recognition, Partnership Taxation, Tax Accounting, Income Tax, Tax Preparation, Tax, Financial Statements, Financial Accounting, Tax Returns, Sarbanes-Oxley Act, SEC filings, Sarbanes-Oxley, Cost Accounting, Assurance, Financial Analysis

Education
La Salle University   1983 — 1987
Business Administration, Accounting

Mike Buchheit, CPA, CGMA Mike Buchheit, CPA, CGMA Greater Philadelphia Area Details
Mike Buchheit, CPA, CGMA's CBIZ MHM, LLC Experience 2008 - 2013
Job Resourceful Financial & Operational Executive►Passion for Buliding Businesses & Teams through Networking & Relationships
Industry Accounting
Experience
Professional Service Firms & Corporate Finance   2015 - Present
McGladrey (formerly Fesnak LLP)   2013 - 2015
CBIZ MHM, LLC   2008 - 2013
The Siegfried Group, LLP  2005 - 2008
Siegfried & Schieffer, LLC (a CPA Firm and subsidary of The Siegfried Group, LLP   2001 - 2005
Ernst & Young, LLP   1991 - 2001

Skills
Process Improvement, Accounting, Auditing, Mergers & Acquisitions, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Sales, Leadership, Strategic Planning, Analysis, Managerial Finance, Valuation, US GAAP, Tax, Consolidation, Management Consulting, Training, Financial Reporting, Mergers, Due Diligence, Business Planning, Strategy, SEC filings, Management, Human Resources, CPA, GAAP, Financial Statements, Financial Analysis, Assurance, Financial Accounting, Restructuring, Revenue Recognition, Sarbanes-Oxley, External Audit, Corporate Tax, Finance, Enterprise Risk..., Financial Modeling, Forensic Accounting, SEC Filings

Education
Juniata College   1987 — 1991
B.S., Public Accounting

Father Judge High School   1983 — 1987
High School

Adam Pfautsch, CPA Adam Pfautsch, CPA Kansas City, Missouri Area Details
Adam Pfautsch, CPA's CBIZ MHM, LLC Experience July 2012 - Present
Job Experienced Supervising Senior Associate and Accounting Professional serving the greater Kansas City area.
Industry Accounting
Experience
CBIZ MHM, LLC   July 2012 - Present
CBIZ MHM, LLC   August 2010 - July 2012
Challenger Sports  May 2005 - August 2009
CBIZ MHM, LLC   January 2009 - April 2009

Skills
Financial Institutions, Auditing, Accounting, US GAAP, Investments, Financial Accounting, ERISA, GAAP, Financial Statements, Internal Controls, Financial Reporting, Revenue Recognition, External Audit, Financial Audits, Assurance, Audits of Employee..., Credit Unions, Fair Market Value, Trust Companies, Loans and Deposits, Director Exams, Trust Audits, Retail, EBP, Bank Reconciliation, Community Banks, CPA, Fair Value, Financial Analysis, Cash Flow, Forensic Accounting, Sarbanes-Oxley, Budgets, General Ledger, Income Tax, Internal Audit, Tax Accounting, Payroll, SEC filings, Sarbanes-Oxley Act

Education
Kansas State University   2006 — 2010
Business Administration, Accounting and Finance

Dan Gaston Dan Gaston Kansas City, Missouri Area Details
Dan Gaston's CBIZ MHM, LLC Experience April 2012 - October 2013
Job Senior Manager at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors  September 2014 - Present
Kennedy and Coe, LLC  October 2013 - September 2014
CBIZ MHM, LLC   April 2012 - October 2013
Kennedy and Coe, LLC  September 2005 - April 2012

Skills
Accounting, Tax, Financial Reporting, Auditing, Financial Analysis, Payroll, Succession Planning, Tax Preparation, Internal Controls, Forecasting, Corporate Tax, Financial Accounting, Consulting, QuickBooks, Income Tax

Education
Kansas State University   2003 — 2005
Masters, Accounting

The University of Kansas   1998 — 2003
BA, Economics with Minor in Chemistry

Matt Schalmo Matt Schalmo Canton, Ohio Area Details
Matt Schalmo's CBIZ MHM, LLC Experience January 2013 - April 2013
Job Staff Accountant at Cohen & Company
Industry Accounting
Experience
Cohen & Company  August 2013 - Present
CBIZ MHM, LLC   January 2013 - April 2013
Apple Growth Partners  January 2012 - May 2012
Schalmo Builders Inc.   June 2003 - July 2011

Skills
Construction Management, Labor, Heavy Equipment, Woodworking, Framing, New Construction Homes, Personal Finance, Tax Accounting, Estate Planning, Trusts, Tax Preparation, Tax Returns, Accounting, Tax, Corporate Tax, Income Tax

Education
The University of Akron   2013 — 2014
Master's degree, Taxation

Kent State University   2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance

Lindsay McCart, CPA/ABV Lindsay McCart, CPA/ABV Kansas City, Missouri Area Details
Lindsay McCart, CPA/ABV's CBIZ MHM, LLC Experience November 2011 - Present
Job Manager Healthcare Valuation & Litigation Consulting
Industry Financial Services
Experience
CBIZ MHM, LLC   November 2011 - Present
CBIZ MHM, LLC   November 2011 - December 2012
RGL Forensics  February 2009 - October 2011
Deloitte & Touche  January 2007 - February 2009

Skills
Business Valuation, Litigation Support, Forensic Accounting, Accounting, CPA, Valuation, GAAP, Fair Value, Business Interruption, Corporate Fraud..., Fair Market Value, Sarbanes-Oxley, External Audit, Healthcare Consulting, Healthcare Valuation, Physician Compensation, Qui Tam, Breach Of Contract, Lost Profits, Compensation & Benefit

Education
Kansas State University   2005 — 2006
Master of Accountancy

Kansas State University   2001 — 2005
Bachelor of Science, Accounting

Brooke Balducci Brooke Balducci Memphis, Tennessee Details
Brooke Balducci's CBIZ MHM, LLC Experience January 2014 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2014 - Present
CBIZ MHM, LLC   July 2011 - December 2013
Thompson Dunavant PLC  January 2011 - June 2011
Thompson Dunavant PLC  January 2009 - December 2010
KPMG US  September 2005 - January 2009

Skills
Financial Audits, Income Tax, CPA, Corporate Tax, Partnership Taxation, State Tax, Franchise Tax

Education
Mississippi State University
Master of Taxation

J. Eustis Corrigan, Jr. J. Eustis Corrigan, Jr. Greater Memphis Area Details
J. Eustis Corrigan, Jr.'s CBIZ MHM, LLC Experience May 2013 - Present
Job Senior Managing Director at CBIZ MHM, LLC Strategic Business and Tax Executive
Industry Accounting
Experience
CBIZ MHM, LLC   May 2013 - Present
Horne LLP  January 2010 - May 2013
Postlethwaite & Netterville  January 2009 - December 2009
MidSouth Bank  June 2006 - January 2009
KPMG  December 1991 - June 2006
Arthur Andersen  January 1987 - December 1991
Camp Arrowhead for Boys  1976 - 1978

Skills
M&A experience, M&A due diligence, Corporate Tax, Tax Accounting, State Taxation, Investor Relations, Corporate Finance, Financial Accounting, Financial Analysis, Strategic Planning, Banking, Tax Law, Business Strategy, New Business Development, Creative Problem Solving, Corporate Transactions, Start-up Consulting, Securitization, IRC 382 Consulting, Transaction Cost..., LLC Planning, Entity Selection, Practice Management, US Tax, Tax, Collaborative..., LLC, Due Diligence, Executive Pay, Mergers & Acquisitions, Income Tax, Team Building, Internal Audit, Financial Statements, Tax Preparation, Leadership, Forecasting, CPA, US GAAP, Partnership Taxation, Strategic Leadership, Accounting Methods &..., National Account..., Key Account Management, Sarbanes-Oxley Act, International Tax, Tax Research, Value Creation, Internal Controls, Business Valuation

Education
Louisiana State University   1982 — 1986
B.S., Accounting

Cathedral-Carmel High School (Lafayette, LA)   1979 — 1982

Betsy Paulk Betsy Paulk Charlotte, North Carolina Details
Betsy Paulk's CBIZ MHM, LLC Experience July 2005 - December 2008
Job Financial Services Advisory Senior Associate at PwC
Industry Financial Services
Experience
PwC  June 2013 - Present
PwC  September 2012 - July 2013
PwC  August 2010 - August 2012
PwC  January 2009 - July 2010
CBIZ MHM, LLC   July 2005 - December 2008

Skills
Internal Controls, Financial Reporting, Tax, Financial Accounting, Accounting, Auditing, GAAP, Management Consulting, Operations Management, Business Analysis, User Acceptance Testing, Financial Analysis, Data Analysis, Mortgage Servicing, Process Improvement, Strategy, Banking, Financial Services, Research, Compliance Regulations

Education
University of Tennessee-Knoxville
Business Administration, Accounting

Kennesaw State University - Michael J. Coles College of Business
Master's in Accountancy

Swayze Bowman Swayze Bowman Greater Memphis Area Details
Swayze Bowman's CBIZ MHM, LLC Experience January 2015 - Present
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2015 - Present
CBIZ MHM, LLC   December 2013 - December 2014
KPMG US  November 2009 - December 2013

Skills
Tax, Corporate Tax, State Tax, CPA, Accounting, Microsoft Excel, Income Tax, US GAAP, Financial Accounting, Tax Accounting

Education
Mississippi State University   2008 — 2009
MTX, Masters of Taxation

Mississippi State University   2004 — 2008
BAC, Accounting

Misty Walker Misty Walker Greater Denver Area Details
Misty Walker's CBIZ MHM, LLC Experience August 2008 - November 2010
Job Owner at MDW Bookkeeping Services
Industry Accounting
Experience
MDW Bookkeeping Services   May 2014 - Present
Kaiser Permanente  November 2010 - March 2014
CBIZ MHM, LLC   August 2008 - November 2010
Kaiser Permanente  May 2005 - August 2008

Skills
Full-Charge Bookkeeping, Accounts Payable, Accounts Receivable, Payroll, QuickBooks, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Public Speaking, Budgets, Training, Tax Preparation, Team Building

Education
Metropolitan State College of Denver   2003 — 2008
Bachelor of Science (B.S.), Accounting and Business/Management

Sara Slocum Sara Slocum Leawood, Kansas Details
Sara Slocum's CBIZ MHM, LLC Experience August 2010 - April 2013
Job Ignite your future at Netsmart! Hiring Engineers, IT, Finance & Marketing professionals.
Industry Computer Software
Experience
Netsmart Technologies  April 2013 - Present
CBIZ MHM, LLC   August 2010 - April 2013
Physicians Reference Laboratory  August 2008 - August 2010
EMBARQ  December 2004 - August 2008
EMBARQ  May 2004 - December 2004

Skills
College Recruiting, Recruitment/Retention, Coaching, Social Media, Diversity Recruitment, Social Networking, Accounting, Applicant Tracking..., Cold Calling, Cold Calling Experience, Employer Branding, Full-life Cycle..., Internet Recruiting, Internet Research, Behavioral Interviewing, Interviewing Skills, Telephone Interviewing, Job Description..., Job Postings, Partner Recruitment, Professional Services, Professional Networking, Recruitment Advertising, Graduate Recruitment, Tax, Tax Accounting, Auditing, Financial Audits, Forensic Accounting, Tax Advisory, Recruiting, Job Descriptions, Leadership, Business Networking, Resume Writing, Employee Relations, Human Resources, Onboarding, Career Counseling, Talent Management

Education
MidAmerica Nazarene University   2001 — 2004
BA

Nicole Hartman, CPA Nicole Hartman, CPA Greater St. Louis Area Details
Nicole Hartman, CPA's CBIZ MHM, LLC Experience January 1995 - Present
Job Experienced Accounting and Audit Professional
Industry Accounting
Experience
CBIZ MHM, LLC   January 1995 - Present

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

Education
Missouri State University   1990 — 1994
Bachelor of Science (B.S.), Accounting

Ellen Wisbar Ellen Wisbar Cleveland/Akron, Ohio Area Details
Ellen Wisbar's CBIZ MHM, LLC Experience January 1998 - December 2013
Job Director CBIZ MHM LLC
Industry Accounting
Experience
CBIZ  December 2013 - Present
Towards Employment  May 2008 - Present
CBIZ MHM, LLC   January 1998 - December 2013
KPMG  July 1985 - January 1998

Skills
Tax, US GAAP, Financial Reporting, Financial Accounting, Employee Benefits, Financial Analysis, Internal Controls, Auditing, Income Tax, Business Valuation, Finance, Nonprofits, Internal Audit, Training

Education
Miami University   1981 — 1985
B.S., Accounting

Susan Giffin Susan Giffin Kansas City, Missouri Area Details
Susan Giffin's CBIZ MHM, LLC Experience January 2012 - Present
Job Providing National Marketing Expertise and Support to CBIZ and Mayer Hoffman McCann P.C.
Industry Financial Services
Experience
CBIZ MHM, LLC   January 2012 - Present
Mayer Hoffman McCann P.C.   January 2012 - Present
Mid-America Regional Council  February 2006 - December 2011
City of Overland Park  October 1999 - February 2006
Johnson County Community College  March 1999 - October 1999
KCTV / KSMO / Meredith Corporation   November 1998 - May 1999
WDAF-TV  November 1997 - May 1998
Kansas Regents Educational Communications Center, Kansas State University - Bob Dole Center   January 1995 - August 1997

Skills
Email Marketing, Blogging, Social Media Marketing, Facebook, Social Media, Marketing, Dreamweaver, InDesign, Graphic Design, Web Design, PowerPoint, Marketing Communications, Web Content, DotNetNuke, HTML, Salesforce.com, Illustrator, Photoshop, Google Analytics, Local Government, B2B Marketing, Digital Marketing, Writing, E-newsletter Design, CSS, Twitter, LinkedIn, Digital Photography, Adobe Creative Suite, Wordpress, Crisis Communications, Google Plus, Webinars, ExactTarget, Constant Contact, Marketing Automation, Pardot

Education
Kansas State University   1993 — 1997
Bachelor of Arts, Journalism and Mass Communications, Concentration in Marketing

Amanda Koehler Amanda Koehler Greater St. Louis Area Details
Amanda Koehler'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   May 2007 - January 2013
Fleishman-Hillard  May 2006 - May 2007
Lawns of Distinction   June 2002 - May 2006

Skills
Quickbooks, Auditing, Accounting, QuickBooks, Internal Controls, Nonprofits, Employee Benefits, US GAAP, Financial Statements, CPA, GAAP

Education
University of Missouri-Saint Louis   2007 — 2008
Masters of Accounting

University of Missouri-Saint Louis   2004 — 2007
BA, Accounting

LHS

Missouri State University

Kevin McCreery, CPA Kevin McCreery, CPA Greater Philadelphia Area Details
Kevin McCreery, CPA's CBIZ MHM, LLC Experience October 1989 - Present
Job Managing Director Tax Services at CBIZMHM LLC
Industry Accounting
Experience
CBIZ MHM LLC  October 1989 - Present

Skills
Accounting, Due Diligence, Tax Research, Corporate Tax, Income Tax, Partnership Taxation, CPA, GAAP, Tax Accounting, Tax, Financial Accounting, Tax Preparation, Forensic Accounting, Financial Reporting, Auditing, Financial Analysis, SEC filings

Education
La Salle University - School of Business Administration   1984 — 1986
BS, Accounting

Jerry Dieckhaus, CPA, CIA, MBA Jerry Dieckhaus, CPA, CIA, MBA Greater Philadelphia Area Details
Jerry Dieckhaus, CPA, CIA, MBA's CBIZ MHM, LLC Experience 1996 - 1999
Job Controller at Devine Brothers Inc.
Industry Accounting
Experience
Devine Brothers Inc.   2013 - Present
Iron Mountain  2008 - 2012
Vanguard  2006 - 2008
Smart & Associates Accounting Firm   2003 - 2006
McGladrey & Pullen  2001 - 2003
KPMG  1999 - 2001
CBIZ MHM, LLC   1996 - 1999
Archdiocese of Philadelphia  1993 - 1996

Skills
Public Accounting, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, Corporate Finance, Financial Statements, Invoicing, Accounts Payable, Account Reconciliation, IFRS, PeopleSoft, Journal Entries, Financial Accounting, Cost Accounting, Accounts Receivable, Revenue Recognition, Accruals, Variance Analysis, Payroll, General Ledger, GAAP, Auditing, Analysis, US GAAP, Cash Flow, Fixed Assets, Financial Analysis, Forecasting, Expenses, Great Plains Software, Financial Audits, Sarbanes-Oxley, Process Improvement, CPA

Education
Villanova University   2005 — 2009
MBA, Management

La Salle University   1988 — 1992
BS Business Administration, Accounting

Father Judge

Alexander Boyd, MSA Alexander Boyd, MSA San Diego, California Details
Alexander Boyd, MSA's CBIZ MHM, LLC Experience October 2012 - Present
Job Experienced Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   October 2012 - Present
CBIZ MHM, LLC   July 2012 - August 2012
US Best Repairs  June 2011 - August 2011
Swinerton Builders  October 2010 - December 2010
University Bookstore, University of California   January 2007 - October 2010

Skills
Accounting, GAAP, Microsoft Excel, Auditing, Tax Preparation, Financial Reporting, Financial Accounting, QuickBooks, ProSystem fx Tax, Income Tax, Sarbanes-Oxley Act, Financial Analysis, CCH ProSystem fx, Tax Accounting, Tax, US GAAP, Leadership, Bookkeeping, Data Management, Analysis, Financial Statements, Internal Controls, General Ledger, Microsoft Office, Microsoft Word, PowerPoint

Education
San Diego State University-California State University   2011 — 2013
Masters of Science, Accounting

Irvine Valley College   2011 — 2011
NA, Accounting

University of California   2006 — 2010
Bachelor of Arts, Economics

San Clemente High School

Amy Grant Amy Grant Greater New York City Area Details
Amy Grant's CBIZ MHM, LLC Experience October 2014 - Present
Job New York Operations Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   October 2014 - Present
Wiss & Company, LLP   January 2012 - October 2014
Tekmark Global Solutions  January 2011 - May 2011
EisnerAmper LLP  June 2005 - September 2009
Volvo of Edison   September 2003 - June 2005
Schlesinger Associates  June 2000 - September 2003

Skills
Management, Recruiting, Tax, Accounting, Marketing, Strategic Planning, Microsoft Office, Account Reconciliation, Auditing, ProSystem fx Tax, Customer Service, Financial Reporting, Leadership, Microsoft Excel, Budgets, Outlook, Forecasting, Microsoft Word, Analysis, PowerPoint, Interviews, Teamwork, Human Resources, Market Research, Time Management, Employee Relations, Administration, Training, Social Media, Project Management, Due Diligence, Data Entry, Process Improvement, CCH ProSystem fx, Team Leadership, Business Analysis, Team Building, Team Management, Event Planning, Customer Satisfaction, Organizational..., Marketing Strategy, Onboarding, Internal Controls, Office Management, Office Administration, Public Speaking

Education
Rider University   2008 — 2010
Bachelor of Science, Business Administration and Marketing

Middlesex County College   2006 — 2008
Associates Degree, Business Administration

Aaron Millsap - CPA, CFE Aaron Millsap - CPA, CFE Leawood, Kansas Details
Aaron Millsap - CPA, CFE's CBIZ MHM, LLC Experience October 2011 - October 2012
Job Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP  October 2012 - Present
CBIZ MHM, LLC   October 2011 - October 2012
Localbase, Inc.   July 2010 - October 2011
BKD, LLP  December 2006 - July 2010

Skills
CPA, Internal Controls, Auditing, Accounting, Financial Reporting, Assurance, Financial Analysis, SEC filings, US GAAP, Assurance Services, Certified Fraud Examiner, Certified Public..., Consulting Services, Forensic Accounting, Internal Audit, Nunchucks

Education
Missouri Southern State University   2005 — 2006
BS, Accounting

Missouri Southern State University   1998 — 2003
BS, Economics & Finance

Sheree (Lynee) Harrison Sheree (Lynee) Harrison Greater San Diego Area Details
Sheree (Lynee) Harrison's CBIZ MHM, LLC Experience June 2014 - Present
Job Marketing Director
Industry Marketing and Advertising
Experience
CBIZ MHM, LLC   June 2014 - Present
McKenna Long & Aldridge LLP  February 2014 - June 2014
Frosted Robin   July 2010 - March 2014
Maples and Calder  June 2007 - May 2010
Walkers  November 2001 - March 2007
Cayman Government Information Services   January 1999 - November 2001
Cayman Government Information Services   July 1994 - December 1999

Skills
Public Relations, Marketing, Business Development, Marketing Communications, Social Media Marketing, Marketing Strategy, Corporate Law, Event Management, Event Planning, Public Speaking, Corporate Communications, Social Media, Press Releases, Media Relations, Graphic Design, Brochures, Art Direction, Management, Advertising, Brand Management, Strategic Planning, Community Development, Brand Development, Entertainment, Internal Communications, Strategy, Strategic Communications, B2B Marketing, New Business Development, Microsoft Office, Business Strategy, Corporate Events, Speech Writing, Integrated Marketing, Marketing Management, Photoshop, Illustrator, Leadership, Thought Leadership, Competitive Analysis, Competitive Marketing..., Copy Editing, Editing, CRM

Education
Loyola University New Orleans   1990 — 1994
BA, Mass Communications

Cameron Lindsey Cameron Lindsey Lees Summit, Missouri Details
Cameron Lindsey's CBIZ MHM, LLC Experience August 2015 - Present
Job Audit Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2015 - Present
CBIZ MHM, LLC   September 2013 - August 2015
CBIZ MHM, LLC   January 2013 - April 2013
Downing & Associates, Inc.   January 2012 - April 2012

Skills
Accounting, Tax, Auditing, Tax Returns, Microsoft Excel, Microsoft Office, Bookkeeping, Public Speaking, Financial Accounting, Microsoft Word, S Corporations, Tax Preparation, Financial Reporting, Preparation, Accounts Receivable, GAAP, Income Tax, CPA, Internal Controls, Corporate Tax, Outlook, US GAAP, Tax Accounting

Education
John Brown University   2010 — 2012
B.S. of Accounting, Accounting

Laurie L. Hopkins, CPA Laurie L. Hopkins, CPA Greater St. Louis Area Details
Laurie L. Hopkins, CPA's CBIZ MHM, LLC Experience June 2002 - Present
Job Experienced Financial Reporting & Auditing Professional
Industry Accounting
Experience
Mayer Hoffman McCann P.C.   June 2002 - Present
CBIZ MHM, LLC   June 2002 - Present
Arthur Andersen  1984 - 2002

Skills
Financial Accounting..., Non Profit Organizations, Middle Market Financial..., Non-profits, Auditing, Nonprofits, Start-ups, Strategic Planning, Financial Reporting, Management Consulting, Internal Audit, Leadership, Internal Controls, Forensic Accounting, Accounting, Management, GAAP, SEC filings, Mergers & Acquisitions, CPA

Education
Missouri State University   1980 — 1984
Bachelor of Science (BS), Accouning

Eric Naylor, CPA Eric Naylor, CPA Minneapolis, Minnesota Details
Eric Naylor, CPA's CBIZ MHM, LLC Experience November 2012 - Present
Job Sr. Tax Accountant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   November 2012 - Present
DS&B, Ltd.   November 2009 - October 2012
Accountemps  May 2009 - June 2009
Virchow Krause & Co., LLP   October 2008 - February 2009
John A. Knutson & Co   September 2007 - June 2008
CSI Accounting Services   June 2006 - September 2007

Skills
QuickBooks, ProSystem fx Tax, Tax Preparation, Microsoft Excel, Mas 90, Income Tax, Accounting, Accounting for Small..., Account Reconciliation, Fast Learner, CPA, Corporate Tax

Education
Metropolitan State University   2004 — 2006
Bachelors, Accounting; Business Computer Certificate; Microsoft Office

Metropolitan State University   2004 — 2006
Bachelor of Science, Accounting

Mariette Freitas Mariette Freitas Greater San Diego Area Details
Mariette Freitas's CBIZ MHM, LLC Experience September 2004 - July 2010
Job MBA
Industry Accounting
Experience
LevitZacks Certified Public Accountants  July 2010 - Present
CBIZ MHM, LLC   September 2004 - July 2010
Alliant International University  September 2002 - August 2004
Novex, Inc.   January 1991 - April 2000

Skills
Account Reconciliation, Accounting, QuickBooks, Financial Statements, Bookkeeping

Education
Institute of Business Administration   1976 — 1980
MBA, Finance and Accounting

St. Joseph's Convent School (Karachi)
High School

Anthony M. Hakes, CPA, CCIFP, CGMA Anthony M. Hakes, CPA, CCIFP, CGMA Phoenix, Arizona Details
Anthony M. Hakes, CPA, CCIFP, CGMA's CBIZ MHM, LLC Experience June 2002 - Present
Job National Practice Leader Construction Industry Services / Attest Practice Leader Phoenix Office
Industry Accounting
Experience
CBIZ MHM, LLC   June 2002 - Present
Arthur Andersen, LLP  March 1999 - May 2002
KPMG US  January 1997 - February 1999

Skills
Accounting, Financial Accounting, Financial Reporting, SEC filings, Financial Audits, Defined Contribution, Defined Benefit, Audits of Employee..., Private Placements, Consulting, Employee Stock Options, ERISA, Team Leadership, Construction Accounting, Finance, Management, Tax, US GAAP, Auditing, Internal Controls, SEC Filings

Education
Iowa State University   1990 — 1993
Bachelor of Business Administration (BBA), Accounting

Mary Margaret Cockroft, CPA Mary Margaret Cockroft, CPA Jackson, Mississippi Details
Mary Margaret Cockroft, CPA's CBIZ MHM, LLC Experience January 2011 - July 2013
Job Corporate Tax Accountant at C Spire
Industry Accounting
Experience
C Spire  November 2014 - Present
Tann, Brown & Russ Co., PLLC   August 2013 - November 2014
CBIZ MHM, LLC   January 2011 - July 2013
John C. Stennis Institute of Government   August 2009 - August 2010
Thompson Dunavant PLC  June 2009 - August 2009

Skills
ProSystem fx Tax, CPA, Tax Preparation, CCH Intelliconnect, Tax Research, Corporate Tax, Income Tax, Tax, Tax Accounting, Partnership Taxation, US GAAP, CCH ProSystem fx

Education
Mississippi State University - College of Business and Industry   2009 — 2010
Masters, Taxation

Mississippi State University - College of Business and Industry   2005 — 2009
Bachelors, Accountancy

Cindy Wisner Cindy Wisner Kansas City, Missouri Area Details
Cindy Wisner's CBIZ MHM, LLC Experience October 2004 - June 2009
Job Senior Accountant at Codero
Industry Accounting
Experience
Codero  July 2009 - Present
CBIZ MHM, LLC   October 2004 - June 2009
Two West, Inc.   October 2001 - October 2004
Barkley, Inc.   February 2000 - October 2001

Skills
Financial Statement..., Accounting, Financial Reporting, GAAP, Financial Analysis, Financial Accounting, Budgets, Accounts Payable, Auditing, Financial Statements, CPA, General Ledger, Account Reconciliation, Accounts Receivable, Tax Accounting, Spreadsheets, Analysis, Forecasting, Bank Reconciliation, Payroll, Invoicing

Education
Missouri Western State University   1998 — 1999
BSBA, Accounting

North Central Missouri College   1996 — 1998
AAS, Accounting

Laura Granade Laura Granade Aiken, South Carolina Details
Laura Granade's CBIZ MHM, LLC Experience November 2006 - November 2007
Job CPA, Tax Accountant 9 years experience
Industry Accounting
Experience
Various Companies  January 2011 - Present
Snyder & Stewart   2010 - 2011
OMNOVA Solutions Inc.  April 2009 - January 2010
Apple Growth Partners  November 2007 - August 2008
CBIZ MHM, LLC   November 2006 - November 2007
Ernst & Young  April 2005 - November 2006
Ernst & Young  July 2001 - April 2005

Skills
Tax, Accounting, Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Tax Accounting, International Tax, Sales Tax, Property Tax, Partnership Taxation, Research, Mentoring, State Taxation, Data Analysis, Account Management, Budget Management, Staff Management, Staff Supervision, Training Staff, Quickbooks, Lacerte, ProSystem, GoSystem, SAP, Fasttax, Excel, Report Writing, Tax Planning, Business Process..., Efficiency Improvement, Consolidated returns, Multi-state activity

Education
The University of Georgia   2000 — 2001
Master's degree, Accounting - Taxation

Lander University   1996 — 2000
Bachelor's degree, Business Administration - Accounting

Silver Bluff High School

Silver Bluff High School

Amy L. Carter CPA Amy L. Carter CPA Kansas City, Missouri Area Details
Amy L. Carter CPA's CBIZ MHM, LLC Experience 1999 - 2002
Job Principal at Accounting Alliance, P.A.
Industry Accounting
Experience
Accounting Alliance, P.A.   June 2009 - Present
RSM McGladrey  June 2006 - May 2009
The Lockton Companies   September 2005 - June 2006
National Association of Insurance Commissioners  March 2004 - September 2005
Ernst & Young  2002 - 2004
CBIZ MHM LLC  1999 - 2002

Skills
Auditing, Insurance, Operational Reviews, Accounting, Internal Controls, Litigation Support, Financial Analysis, Forensic Accounting, Financial Regulation, Risk Assessment, Analysis, Process Improvement, Budgets, Forecasting

Education
Kansas State University   1996 — 1999
Masters in Accounting, Accounting

Jennifer Minkin Jennifer Minkin Scottsdale, Arizona Details
Jennifer Minkin's CBIZ MHM, LLC Experience June 2008 - November 2009
Job CPA & Realtor
Industry Accounting
Experience
TriWest Healthcare Alliance  January 2015 - Present
Realty ONE Group  June 2013 - Present
Hammond, Travers & Tuttle P.C.   December 2013 - January 2015
R.T. Realty, LLC   September 2012 - June 2013
eeCPA plc   January 2013 - May 2013
Russ Lyon Sotheby's International Realty  June 2011 - September 2012
Hypercom Corporation  November 2009 - December 2011
CBIZ MHM, LLC   June 2008 - November 2009

Education
Loyola University Maryland   1997 — 1998
MBA, Accounting

Syracuse University   1988 — 1992
BS, Marketing

Joseph E. Carrico CPA, MSTax Joseph E. Carrico CPA, MSTax Baltimore, Maryland Area Details
Joseph E. Carrico CPA, MSTax's CBIZ MHM, LLC Experience January 2008 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2008 - Present
Joseph E. Carrico, CPA   January 1992 - December 2007
C. W. Amos & Company   November 1978 - June 1991
Chesapeake College  1980 - 1982

Skills
Tax, Quickbooks, Financial Reporting, Accounting, Tax Compliance, Not-For-Profit..., Management Consulting, Chief Financial Officer, Tax Preparation, Management, Tax Accounting, Nonprofits, Corporate Tax, Tax Research, Income Tax

Education
University of Baltimore   1991 — 1997
MSTax, Taxation

University of Maryland University College   1975 — 1978
BS, Business/Accounting

McDaniel College   1971 — 1975
BA, Political Science

Western Maryland College   1971 — 1975
BA, Political Science

Pennie Milo Pennie Milo Phoenix, Arizona Area Details
Pennie Milo's CBIZ MHM, LLC Experience August 2007 - Present
Job Administrative Assistant Banner Thunderbird
Industry Accounting
Experience
CBIZ MHM, LLC   August 2007 - Present

Education
Lincoln Land Community College   1983 — 1984

Glenwood High School, Chatham, Illinois   1978 — 1982

Sara Burkhart, CPA Sara Burkhart, CPA Dallas, Texas Details
Sara Burkhart, CPA's CBIZ MHM, LLC Experience November 2009 - September 2014
Job Senior Tax Accountant
Industry Accounting
Experience
McGladrey  October 2014 - Present
CBIZ MHM, LLC   November 2009 - September 2014
Mayer Hoffman McCann P.C.   June 2008 - August 2008
Ameriprise Financial Services, Inc.   May 2007 - August 2007

Skills
Accounting, Tax Preparation, Research, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, GAAP

Education
Michigan State University - The Eli Broad Graduate School of Management   2008 — 2009
Master of Arts (M.A.), Accounting

Michigan State University   2004 — 2008
Bachelor of Science (B.S.), Accounting

Michelle Kruse Michelle Kruse Kansas City, Missouri Area Details
Michelle Kruse's CBIZ MHM, LLC Experience May 2011 - Present
Job Registered Dietitian Nutritionist, Wellness Consultant, Speaker, Writer
Industry Health, Wellness and Fitness
Experience
My Dietitian's Kitchen   November 2013 - Present
CBIZ MHM, LLC   May 2011 - Present
CardioTabs   April 2010 - 2012
Good Things Health   April 2010 - September 2011
Formation Strategies  March 2002 - March 2010
Martindale-Hubbell  January 1999 - March 2002

Skills
Leadership Development, Public Speaking, Supplements, Event Planning, Nonprofits, Nutrition, Healthcare, Budgets, Nutritional Counseling, Wellness, Customer Service, Hospitals, Health Education, Lifestyle, Program Development, Management, Wellness Coaching, Sales, Corporations, Healthcare Management, New Business Development, Nutrition Education, Strategic Planning, Dietetics, Sports Nutrition, Lifestyle Coaching, Strategy

Education
University of Nebraska-Lincoln   1992 — 1996
Bachelor of Journalism, Broadcasting, Spanish

Iowa State University   2013 — 2013
Graduate, Dietetics and Clinical Nutrition Services

University of Northern Colorado   2010 — 2012
Bachelor's degree, Dietetics/Nutrition

Patty Gibbs, CPA Patty Gibbs, CPA Cleveland/Akron, Ohio Area Details
Patty Gibbs, CPA's CBIZ MHM, LLC Experience January 2015 - Present
Job Tax Director: Trusted Business Advisor at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC   January 2015 - Present
CBIZ MHM,LLC   May 1999 - December 2014
Fashinpaur & Associates   January 1994 - May 1999
KPMG Peat Marwick  July 1986 - March 1992

Skills
Tax Research, CPA, Tax, Income Tax, Corporate Tax, Accounting, International Tax, Tax Preparation, Tax Advisory, Tax Accounting, Partnership Taxation, Finance, Financial Analysis

Education
Liberty University   1982 — 1986
BS -magna cum laude, Accounting

Josh Littlejohn, CPA Josh Littlejohn, CPA Memphis, Tennessee Details
Josh Littlejohn, CPA's CBIZ MHM, LLC Experience January 2015 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2015 - Present
CBIZ MHM, LLC   November 2012 - Present
Ernst & Young  June 2007 - November 2012
Ernst & Young  January 2006 - June 2006

Skills
State Tax Planning, State Tax, Multi-state tax returns, Tax, CPA, Income Tax, Corporate Tax, Tax Research, International Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Accounting

Education
Mississippi State University   2006 — 2007
Masters of Taxation

Mississippi State University   2002 — 2006
Bachelor of Accountancy

Erin Olson, CPA, CCIFP Erin Olson, CPA, CCIFP Minneapolis, Minnesota Details
Erin Olson, CPA, CCIFP's CBIZ MHM, LLC Experience August 2003 - Present
Job Senior Tax Manager specializing in taxation
Industry Accounting
Experience
CBIZ MHM, LLC   August 2003 - Present

Skills
Construction Accounting, Accounting, Finance, Tax, Income Tax, Corporate Tax, Tax Returns, S Corporations, Corporations, Construction, High Net Worth..., Cost Segregation, College Recruiting, Student Recruiting, Recruiting, Financial Reporting, Tax Accounting

Education
Iowa State University   1998 — 2003
Bachelor of Science, Accounting

Monica Ramos, MBA Monica Ramos, MBA Miami/Fort Lauderdale Area Details
Monica Ramos, MBA's CBIZ MHM, LLC Experience August 2005 - September 2011
Job Accounting Director at Santillana USA
Industry Accounting
Experience
Santillana USA  February 2012 - Present
CBIZ MHM, LLC   August 2005 - September 2011
Sepac Corp - Eseam, Inc.   March 2002 - August 2005

Skills
Accounting, Accounts Payable, Accounts Receivable, Auditing, Bank Reconciliation, Budgets, Finance, Financial Audits, Financial Statements, Internal Controls, Payroll, SEC filings, Tax, Tax Preparation, External Audit

Education
Keller Graduate School of Management of DeVry University   2004 — 2005
MBA, Concentration in Accounting

Pontificia Universidad Católica del Ecuador   1997 — 2001
Commercial Engineer, Financial Management

Spellman

Deanna Thate Deanna Thate Overland Park, Kansas Details
Deanna Thate's CBIZ MHM, LLC Experience November 2005 - December 2005
Job OA Clerk at Internal Revenue Service
Industry Insurance
Experience
Internal Revenue Service  May 2010 - Present
Hallmark Cards  February 2006 - February 2009
CBIZ MHM, LLC   November 2005 - December 2005
Portamedic  October 2005 - November 2005
Sprint  August 2005 - October 2005
Indy Mac Bank  May 2005 - July 2005
NAIT  February 2005 - March 2005
ERC/GE/ Now SWISS RE   November 1978 - March 2004
ERC  1978 - 2004

Skills
Outlook, Data Entry, Time Management, PowerPoint, Customer Service, Microsoft Excel, Teamwork, Microsoft Word, Adobe Acrobat, Microsoft Office, Access, Customer Satisfaction, Spreadsheets, Research, Accounting

Education
National American University   2011 — 2013
Associates, Information Technology Health

National American University   2009 — 2011
diploma, Medical coding

Johnson County Community College   2004 — 2005

University of Missouri-Kansas City   1980 — 1983
none, Secretarial Science

Central Missouri State University   1977 — 1978
none, Accounting

Casey Winchell, CPA Casey Winchell, CPA Wichita, Kansas Area Details
Casey Winchell, CPA's CBIZ MHM, LLC Experience January 2011 - February 2014
Job Senior Accountant at Koch Siedhoff Hand & Dunn
Industry Accounting
Experience
Koch Siedhoff Hand & Dunn   October 2014 - Present
InfoSync Services  February 2014 - October 2014
CBIZ MHM, LLC   January 2011 - February 2014
Allen, Gibbs & Houlik, L.C.   July 2009 - November 2010

Skills
Accounting, Audit, Auditing, Financial Reporting, GAAP, Internal Controls, Financial Accounting, External Audit, Financial Analysis, Accounts Payable, Financial Statements, US GAAP, CPA, Accounts Receivable, General Ledger, Non-profits, Account Reconciliation, Fixed Assets, Microsoft Excel, Cash Flow, Microsoft Word, Nonprofits, Corporate Tax

Education
Kansas State University   2008 — 2009
Master's, Accountancy

Kansas State University   2005 — 2007
Bachelor's, Accounting

Garden City High School

Chris Augustine Chris Augustine Salina, Kansas Details
Chris Augustine's CBIZ MHM, LLC Experience September 2014 - Present
Job Senior Audit Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   September 2014 - Present
Assurance Partners, LLC  January 2012 - September 2014
CBIZ MHM, LLC   June 2006 - March 2012
Lindburg & Vogel, Chtd   December 2001 - July 2006

Skills
Certified Public..., CPA, GAAP, Accounting, Financial Reporting, Construction Accounting, Tax Accounting, Sarbanes-Oxley Act, US GAAP, Internal Controls, Auditing, Account Reconciliation, Accounts Payable, Accounts Receivable, Cash Flow, Corporate Tax, External Audit, Financial Accounting, Financial Analysis, Financial Audits, Financial Statements, Fixed Assets, Forecasting, Forensic Accounting, Tax Research, Tax Preparation, Tax Advisory, Tax, Sarbanes-Oxley, SEC filings, Revenue Recognition, QuickBooks, Payroll, Partnership Taxation, Insurance, Income Tax, Mergers & Acquisitions, General Ledger, Big 4, Internal Audit, Cost Accounting, Consolidation, Variance Analysis, Risk Management, Accruals, Tax Returns, Sales Tax, Cash Flow Forecasting, Business Process..., Contract Management

Education
Kansas State University   1997 — 2001
Masters of Accountantcy, Accounting

Ben Witters, CPA Ben Witters, CPA Kansas City, Missouri Area Details
Ben Witters, CPA's CBIZ MHM, LLC Experience January 2004 - December 2009
Job
Industry Insurance
Experience
Zenitel   October 2013 - Present
Midwest Builders' Casualty Mutual Company   September 2010 - October 2013
CBIZ MHM, LLC   January 2004 - December 2009
CBIZ MHM, LLC   January 2004 - December 2005
KPMG, LLP  January 2003 - April 2003

Skills
Internal Controls, CPA, Auditing, Accounting, Financial Accounting, General Ledger, Financial Analysis, Microsoft Excel, GAAP, Financial Statements, US GAAP, Financial Audits, Finance, Managerial Finance, Internal Audit

Education
Kansas State University   1998 — 2003
B.S, Accounting and Finance

Nemaha Valley

Jennifer Cummings, CPA Jennifer Cummings, CPA Greater Minneapolis-St. Paul Area Details
Jennifer Cummings, CPA's CBIZ MHM, LLC Experience September 2004 - November 2008
Job CPAControllerConsultant specializing in small and startup businesses
Industry Accounting
Experience
RAzOR Capital, LLC   July 2009 - Present
Cummings Accounting & Tax Services, LLC   December 2008 - Present
Frontline Asset Strategies, LLC  July 2009 - November 2009
CBIZ MHM, LLC   September 2004 - November 2008
Betts & Hayes, Ltd.   January 2004 - April 2004
RuffaloCODY  May 1996 - May 2002

Skills
Consulting, Accounting, Tax Preparation, Tax, CPA, Tax Returns, Preparation, QuickBooks, Financial Reporting

Education
St. Cloud State University   1999 — 2003
BS

Kirkwood Community College   1999 — 2001
AA

Donna Witters Donna Witters Overland Park, Kansas Details
Donna Witters's CBIZ MHM, LLC Experience October 2006 - January 2010
Job Communications Specialist at Overland Park Convention & Visitors Bureau (OPCVB)
Industry Public Relations and Communications
Experience
Overland Park Convention & Visitors Bureau (OPCVB)   August 2013 - Present
Westside Family Church  April 2010 - August 2013
CBIZ MHM, LLC   October 2006 - January 2010
Helzberg Diamonds  September 2005 - October 2006
PlattForm Advertising  June 2004 - July 2005

Skills
Email Marketing, SEO, PPC, Direct Marketing, SEM, Advertising, Interactive Marketing, Salesforce.com, Management, CMS, HTML, Marketing Communications, Market Planning, Marketing Strategy, Event Planning, Web Content, Marketing, Nonprofits, Strategic Planning, Accounting, Blogging, Newsletters, Leadership

Education
Kansas State University   2000 — 2004
B.A, Journalism and Mass CommunicationsCurriculum; Advertising; Marketing

University of Malaga   2003 — 2003
Minor, Spanish

Brenda Phillips Brenda Phillips Kansas City, Missouri Area Details
Brenda Phillips's CBIZ MHM, LLC Experience August 1999 - April 2014
Job Senior Executive Assistant
Industry Accounting
Experience
CBIZ MHM LLC  August 1999 - April 2014
IAAP Johnson County Chapter   2008 - 2008
John C. Dunn & Company   March 1981 - August 1999

Skills
Travel Arrangements, Outlook, Administrative..., Microsoft Excel, Microsoft Word, Coordinating Special..., Office Management, Office Administration, Spreadsheets, Calendaring, Mail Merge, Access, Word Processing, PowerPoint, eBridge, Concur, GoFileRoom, QuickBooks, Invoicing, Accounting, Administrative..., Accounts Payable, Microsoft Office

Education
Longview Community College

Ruskin High School

Peter LaBerge Peter LaBerge Greater Minneapolis-St. Paul Area Details
Peter LaBerge's CBIZ MHM, LLC Experience September 2007 - December 2011
Job Attorney at Law at LaBerge Law Firm PLC
Industry Law Practice
Experience
LaBerge Law Firm PLC   December 2011 - Present
CBIZ MHM LLC  September 2007 - December 2011
Olsen Thielen & Co., Ltd, CPAs & Consultants   1999 - 2007
Dold LaBerge & Aden   1994 - 1999

Skills
Auditing, Management Consulting, Finance, Business Development, Payroll, Tax, Human Resources, Employee Benefits, Corporate Tax, Valuation, Leadership, Due Diligence, Business Valuation, Mergers & Acquisitions, Private Equity, Internal Audit, Consulting, Insurance, HR Consulting, Time Management, Litigation, Civil Litigation, Personal Injury, Estate Tax Planning, Commercial Litigation, New Business Development

Education
University of Minnesota-Twin Cities

William Mitchell College of Law

J. Frank Emert, CPA J. Frank Emert, CPA Kansas City, Missouri Area Details
J. Frank Emert, CPA's CBIZ MHM, LLC Experience August 2014 - Present
Job Supervising Senior Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2014 - Present
CBIZ MHM, LLC   July 2012 - August 2014
CBIZ MHM, LLC   August 2010 - July 2012
Kansas State University  June 2009 - May 2010
CBIZ MHM, LLC   January 2009 - April 2009
Kansas City Country Club  August 2003 - July 2007

Skills
Reviews, Manufacturing, Construction, Accounting, Auditing, Internal Controls, Finance, Microsoft Office, Financial Reporting, Compilation, Assurance, US GAAP, GAAP

Education
Kansas State University   2005 — 2010
Masters of Accounting & Finance

Shawnee Mission East High School   2001 — 2005
GED

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

Robert E. (Bob) Dowling, CPA Robert E. (Bob) Dowling, CPA Kansas City, Missouri Area Details
Robert E. (Bob) Dowling, CPA's CBIZ MHM, LLC Experience August 2008 - Present
Job Managing Director at CBIZ MHM, LLC and Shareholder at Mayer Hoffman McCann P.C.
Industry Accounting
Experience
Mayer Hoffman McCann P.C.   August 2008 - Present
Mayer Hoffman McCann P.C.   April 2012 - Present
CBIZ MHM, LLC   August 2008 - Present
Ernst & Young, LLP   1985 - 2000

Skills
Financial Statement..., Sarbanes-Oxley Act, SEC Compliance, Acquisition Due..., Business Consulting, Lifesciences, Manufacturing Industry..., Consumer Products..., Software Industry..., Retail Industry...

Education
Michigan State University
B.S., Accounting

Bjorn Zellner Bjorn Zellner Greater Minneapolis-St. Paul Area Details
Bjorn Zellner's CBIZ MHM, LLC Experience January 2008 - July 2009
Job President at Financial Navigation Group, LLC
Industry Accounting
Experience
Financial Navigation Group, LLC   September 2011 - Present
Central Lutheran Church Employment Team   July 2009 - Present
Grant Park Association Networking Group   July 2009 - Present
Butler & Eichstaedt CPAs, LLC   November 2010 - September 2011
Energy REO Solutions  October 2009 - November 2010
CBIZ MHM, LLC   January 2008 - July 2009
UPS  January 2007 - December 2007
Hamby Transfer   March 2003 - January 2007
EZ Vending, Inc.   September 2000 - March 2003

Skills
Budgeting, Accounting, Financial Reporting, Accounts Receivable, Auditing, Audit, Internal Controls, Accounts Payable, Strategic Financial..., Financial Statements, Customer Service, Analysis, Training, Tax, General Ledger, Payroll, Account Reconciliation, Cash Flow, Project Planning, Forecasting, Corporate Tax, Variance Analysis, Financial Accounting, Business Analysis, Operations Management, Budgets, Tax Preparation, Financial Analysis, QuickBooks, Leadership, Management, Finance, GAAP, Small Business

Education
Minnesota School of Business   2004 — 2008
BS, Accounting

Minnesota School of Business   2004 — 2008
BS, Business Administration

Roxanne Guerrerio Roxanne Guerrerio New York, New York Details
Roxanne Guerrerio's CBIZ MHM, LLC Experience August 2015 - Present
Job Tax Middle Market/Apparel/HNW/International
Industry Accounting
Experience
CBIZ MHM LLC  August 2015 - Present
Hertz Herson, LLP  January 2013 - July 2015
Citrin Cooperman & Company, LLP   November 2011 - January 2013
Iona College  September 2009 - 2013
Weiser, LLP  August 2005 - November 2009
Weinick Sanders Leventhal LLP   2005 - 2005
Gelfand, Rennert & Feldman, LLP   June 2001 - July 2004
Maier Markey & Justic LLP  1996 - 1999

Skills
Tax, Accounting, Financial Reporting, QuickBooks, Auditing, Bookkeeping, Income Tax, Tax Preparation, Accounts Payable, Accounts Receivable, Financial Analysis, Internal Controls, Financial Accounting, Partnership Taxation, Corporate Tax

Education
Iona College   2005 — 2008
MBA, Finance & HR

Harrison High School   1991 — 1993

Gabe Rimey Gabe Rimey Greater Denver Area Details
Gabe Rimey's CBIZ MHM, LLC Experience August 2006 - November 2007
Job Managing Partner at Rimey Management & Accounting
Industry Accounting
Experience
Rimey Management & Accounting   August 2015 - Present
Anton Collins Mitchell LLP  February 2015 - August 2015
PostNet  July 2011 - June 2013
Grabau & Company PC   December 2009 - July 2011
Wilson Downing Group LLC  November 2007 - April 2009
CBIZ MHM, LLC   August 2006 - November 2007
AXA Advisors  May 2005 - August 2006

Skills
Accounting, Financial Analysis, Finance, Financial Reporting, QuickBooks, Strategic Financial..., General Ledger, Accounts Payable, Internal Controls, US GAAP, Tax, GAAP, Revenue Recognition, Customer Service, Auditing

Education
Metropolitan State College of Denver   2003 — 2005
BS, Finance

Noah Slabotsky, CPA Noah Slabotsky, CPA United States Details
Noah Slabotsky, CPA's CBIZ MHM, LLC Experience August 2010 - July 2012
Job Business Development at Doctor On Demand
Industry Hospital & Health Care
Experience
Doctor On Demand  March 2015 - Present
Castlight Health  July 2013 - February 2015
Castlight Health  July 2012 - July 2013
CBIZ MHM, LLC   August 2010 - July 2012
Miami University  August 2009 - May 2010
CBIZ MHM  May 2009 - August 2009

Skills
Auditing, Accounting, Financial Accounting, SOX, Reviews, Business Development, Finance, SEC filings, Tax, GAAP, Internal Controls, Financial Analysis, Financial Reporting, Tax Preparation, Financial Modeling, US GAAP, Sales, Salesforce.com, Building Relationships, Prospect Qualification, Networking, Healthcare, Healthcare Information..., Employee Benefits, CPA, Accounts Receivable, QuickBooks, Due Diligence, New Business Development, Start-ups, Strategic Financial...

Education
Miami University   2005 — 2010
Masters, Accounting

Denver Hamrick Denver Hamrick Greater Denver Area Details
Denver Hamrick's CBIZ MHM, LLC Experience December 2008 - May 2010
Job Strategic Account Manager at Delta Dental of Colorado
Industry Insurance
Experience
Delta Dental of Colorado  May 2015 - Present
Delta Dental of Colorado  May 2010 - Present
CBIZ MHM, LLC   December 2008 - May 2010
Great-West Healthcare  July 2006 - December 2008
Blue Cross Blue Shield of Montana  June 2004 - July 2006

Skills
Data Analysis, Employee Benefits, Health Insurance, Insurance, Underwriting

Education
Montana Tech of the University of Montana   2000 — 2003
Bachelor's, Mathematics

Emma Pierce, CPA, CCIFP Emma Pierce, CPA, CCIFP Greater Denver Area Details
Emma Pierce, CPA, CCIFP's CBIZ MHM, LLC Experience October 2004 - October 2007
Job Controller at ICI
Industry Construction
Experience
ICI  November 2014 - Present
Lawrence Construction Company  August 2014 - November 2014
ARES LLC   November 2012 - July 2014
Gilmore Construction Corporation   June 2009 - April 2013
CFMA Colorado Chapter   April 2008 - April 2013
Aardex  October 2007 - November 2009
CBIZ MHM, LLC   October 2004 - October 2007
Feldhake & Associates   October 2003 - October 2004
Libby Bortz Assisted Living Center   December 1996 - June 2000

Skills
Accounting, Financial Reporting, Tax, GAAP, Financial Analysis, Auditing, General Ledger, Financial Accounting, Financial Statements, Tax Preparation, Internal Controls, CPA, SEC filings, Cost Accounting, US GAAP, Strategic Financial..., Cash Flow, Payroll, Budgets, Management, Internal Audit, Tax Returns, Finance, QuickBooks, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Planning

Education
Metropolitan State College of Denver   2000 — 2003
BS, Accounting

Logan Monaco Logan Monaco Greater Denver Area Details
Logan Monaco's CBIZ MHM, LLC Experience December 2014 - Present
Job Experienced Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   December 2014 - Present
CohnReznick LLP  September 2012 - August 2014
Dave's Tax Service   January 2012 - April 2012
Kings College  August 2008 - 2011

Skills
Accounting, Financial Accounting, Financial Reporting, Auditing, Financial Analysis, Microsoft Excel, Microsoft Word, Tax Preparation, Tax, Financial Statements, GAAP, Internal Controls

Education
King's College   2008 — 2012
Bachelor of Science (B.S.), Accounting

Nathaniel Shriver Nathaniel Shriver Denver, Colorado Details
Nathaniel Shriver's CBIZ MHM, LLC Experience January 2011 - April 2011
Job Accountant at Sphero
Industry Accounting
Experience
Sphero  August 2015 - Present
KPMG US  July 2015 - August 2015
KPMG  August 2013 - June 2015
Collegian Media Group  January 2013 - July 2013
Collegian Media Group  August 2010 - December 2012
KPMG  June 2012 - August 2012
CBIZ MHM, LLC   January 2011 - April 2011

Skills
Marketing, Accounting, Leadership, Management, Auditing, Analysis, Financial Analysis, Advertising, Sales, Sales Management

Education
Kansas State University   2012 — 2013
Master of Accountancy

Kansas State University   2008 — 2012
Bachelor of Business Administration (BBA), Accounting

St. Thomas Aquinas High School   2004 — 2008

Jeff Stolper, CPA Jeff Stolper, CPA Kansas City, Missouri Area Details
Jeff Stolper, CPA's CBIZ MHM, LLC Experience August 2010 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2010 - Present

Education
Kansas State University   2009 — 2010
Master of Accountancy, Accounting

Kansas State University   2005 — 2009
Bachelor of Science in Business Administration, Accounting, Finance

Bennie Jefferson Bennie Jefferson Round Rock, Texas Details
Bennie Jefferson's CBIZ MHM, LLC Experience May 2014 - Present
Job
Industry Financial Services
Experience
Capital Farm Credit  June 2015 - Present
CBIZ MHM, LLC   May 2014 - Present
CBIZ MHM, LLC   May 2014 - March 2015

Skills
Financial Analysis, Sales and Marketing, Project Management, Communication, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop

Education
Millsaps College   2013 — 2014
Master of Business Administration (MBA)

Millsaps College   2009 — 2013
Economics and Business Administration

Christa Minardi Christa Minardi Denver, Colorado Details
Christa Minardi's CBIZ MHM, LLC Experience January 2014 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2014 - Present
University of Colorado Denver  May 2008 - December 2013

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Customer Service, Research, English, Time Management, Public Speaking, Windows

Education
Metropolitan State College of Denver   2011 — 2014
Bachelor of Science (BS), Accounting, Senior

Louis J. Stifter Louis J. Stifter Greater Memphis Area Details
Louis J. Stifter's CBIZ MHM, LLC Experience February 2011 - January 2014
Job Senior Financial Analyst Tax at Helena Chemical Company
Industry Accounting
Experience
Helena Chemical Company  August 2015 - Present
KPMG  February 2014 - August 2015
CBIZ MHM, LLC   February 2011 - January 2014
Cannon Wright Blount, PLLC   January 2007 - January 2011
ServiceMaster  February 2005 - December 2006
Ideal Refrigeration Service   January 2003 - August 2004
Morris County Superintendent of Elections Office   June 1996 - December 2002

Skills
Income Tax, Financial Reporting, General Ledger, Corporate Tax, Partnership Taxation, Tax Returns, Tax Preparation, Tax Accounting, Personal Income Tax..., Federal & State Income..., Financial Accounting, Microsoft Office, RIA GoSystem Tax RS, CCH ProSystem fx Suite, CaseWare Working Papers, Creative Solutions..., Employee Training, Recruiting, Mentoring, Advising, Business Development, Interpersonal...

Education
The University of Memphis   2007 — 2010
Master of Science in Accounting coursework (15/30 credits), Taxation

Montclair State University   2003 — 2004
Bachelor of Arts (Cum Laude), Political Science

Betsy Hegg Betsy Hegg Kansas City, Missouri Area Details
Betsy Hegg's CBIZ MHM, LLC Experience January 2011 - February 2012
Job Senior Tax Analyst at Novation Companies, Inc.
Industry Accounting
Experience
Novation Companies   February 2012 - Present
CBIZ MHM, LLC   January 2011 - February 2012
BKD CPAs & Advisors  August 2008 - December 2010
House Park & Dobratz, PC   October 2007 - July 2008
Cerner Corporation  April 2007 - September 2007
Sutherlands  October 2001 - April 2007

Skills
Tax Preparation, Tax Research, Corporate Tax, Tax, Tax Returns, Income Tax, Partnership Taxation, Customer Service, CPA, Sales Tax, Multi-state tax returns, Consolidated Returns, ProSystem fx Tax, State Tax, Sales & Use Tax...

Education
University of Missouri-Kansas City   2005 — 2008
Bachelor of Science in Accounting, Accounting

Kansas State University

David Allison, CPA David Allison, CPA Kansas City, Missouri Area Details
David Allison, CPA's CBIZ MHM, LLC Experience January 1983 - May 2012
Job Chief Administrative Officer at Crossland Construction
Industry Construction
Experience
Crossland Construction  May 2012 - Present
CBIZ MHM, LLC   January 1983 - May 2012
Aubrey E. Richardson, CPA   January 1980 - December 1982

Skills
Customer Service, Public Speaking, Contract Negotiation, Strategic Planning, CPA, Financial Reporting, Financial Analysis, Accounting, Microsoft Office, Budgets, QuickBooks, Payroll, Financial Accounting, Auditing, Internal Controls, Tax, General Ledger, GAAP, Financial Statements, Corporate Tax, Tax Preparation, Cash Flow, US GAAP, Managerial Finance, Income Tax, Construction Accounting, Sarbanes-Oxley Act, SEC filings, Tax Returns, Revenue Recognition, Tax Accounting, Tax Research, Forensic Accounting

Education
Kansas State University   1977 — 1980
Bachelor of Science (B.S.), Accounting

Kansas State University   1977 — 1980
Bachelor of Science (B.S.), Accounting

Kansas City Kansas Community College   1975 — 1977
Associate of Arts (A.A.)

Wandi Yang Wandi Yang Greater San Diego Area Details
Wandi Yang's CBIZ MHM, LLC Experience June 2014 - August 2014
Job Audit Assistant at Deloitte
Industry Accounting
Experience
AKT CPAs, Advisors, Consultants   January 2015 - April 2015
San Diego State University  September 2013 - December 2014
CBIZ MHM, LLC   June 2014 - August 2014
Volunteer Income Tax Assistance  February 2014 - April 2014
Samsung Electronics  November 2011 - June 2012
Pragmatium Consulting Group, Inc.   June 2011 - November 2011
Knox College  September 2008 - June 2011
Caterpillar Inc.  June 2010 - August 2010

Skills
GAAP, Auditing, SAP, Financial Analysis, Teamwork, Data Analysis, Financial Reporting, Microsoft Excel, Public Speaking, PowerPoint, Financial Accounting, Access, Time Management, Management

Education
San Diego State University-California State University   2013 — 2015
Master of Science (MS)

Knox College   2007 — 2011
Bachelor of Arts

Erica Ronning, CPPM Erica Ronning, CPPM Greater Minneapolis-St. Paul Area Details
Erica Ronning, CPPM's CBIZ MHM, LLC Experience August 2014 - August 2015
Job Client Development Focus on driving business and revenue growth through strategic marketing initiatives
Industry Public Relations and Communications
Experience
Modacto   August 2015 - Present
CBIZ MHM, LLC   August 2014 - August 2015
CBIZ  April 2013 - August 2014
Pilates and Personal Training Studio   December 2012 - March 2013
American Cancer Society  July 2012 - November 2012
Secura Consultants  August 2010 - July 2012
Secura Consultants  June 2010 - July 2012
Life Time Fitness  February 2010 - August 2010
Minneapolis Heart Institute Foundation  August 2009 - February 2010
MSU Student Newspaper, Mankato, MN   January 2009 - May 2009

Skills
Social Media, Public Relations, Blogging, Facebook, Newsletters, Fundraising, Marketing, Community Outreach, Advertising, Public Speaking, Training, Recruiting, Event Planning, Social Media Marketing, Marketing Communications, Coaching, Microsoft Office, Social Networking, Customer Service, Press Releases, Health and Wellness, Twitter, Convio, Salesforce.com, InDesign, Photoshop, Online Marketing, Sales, Lead Generation, Management

Education
University of St. Thomas
Certified Professional Project Manager

Minnesota State University, Mankato   2004 — 2009
Bachelor's degree, Mass Communications/Marketing

Chaska High School   2002 — 2004

Alison Siegfried Alison Siegfried Warminster, Pennsylvania Details
Alison Siegfried's CBIZ MHM, LLC Experience May 2007 - August 2007
Job Customer Administration Analyst at Teva Pharmaceuticals
Industry Pharmaceuticals
Experience
Teva Pharmaceuticals  September 2014 - Present
Teva Pharmaceuticals  June 2013 - September 2014
Teva Pharmaceuticals  September 2012 - June 2013
Teva Pharmaceuticals  June 2010 - September 2012
ICT Group  May 2009 - August 2009
CBIZ MHM, LLC   May 2007 - August 2007

Skills
Analysis, Auditing, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Sarbanes-Oxley Act, Microsoft Word, Data Analysis, Accruals, Internal Audit, SOX Compliancy, Incentives, Differential Equations, Differential, SOP development, Recalls, Returns, Rebates, Pharmaceutical Industry, Oracle, Essbase

Education
La Salle University   2012 — 2014
Master of Business Administration (MBA), Marketing

La Salle University   2006 — 2010
Bachelor of Science, Finance & Management Dual Major

Wendy K. Mateega, CPA Wendy K. Mateega, CPA Greater Minneapolis-St. Paul Area Details
Wendy K. Mateega, CPA's CBIZ MHM, LLC Experience 2000 - 2005
Job Controller, Optum, Complex Population Management at UnitedHealth Group
Industry Accounting
Experience
UnitedHealth Group  November 2013 - Present
OptumHealth  January 2009 - Present
Salo LLC  November 2008 - December 2008
E & Y  April 2005 - August 2008
CBIZ MHM, LLC   2000 - 2005

Skills
SEC filings, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, GAAP, Auditing, Accounting, Financial Analysis, US GAAP, Internal Audit, External Audit, Sarbanes-Oxley, Consolidation, Financial Accounting, General Ledger, Variance Analysis, CPA, SOX 404, Revenue Recognition, Finance

Education
Iowa State University - College of Business   1992 — 1997
Bachelor of Scient, Accounting

Judy J Lewis Judy J Lewis West Palm Beach, Florida Area Details
Judy J Lewis's CBIZ MHM, LLC Experience January 2010 - Present
Job Director at CBIZ Goldstein Lewin
Industry Accounting
Experience
CBIZ MHM, LLC   January 2010 - Present
Goldstein Lewin & Co.   June 2008 - January 2010
Goldstein Lewin & Co.   2002 - 2008
Goldstein Lewin & Co.   2000 - 2002

Skills
CPA, Corporate Tax, Income Tax, GAAP, Tax, Forensic Accounting, Tax Accounting, Tax Research, Tax Preparation

Education
King's College   1971 — 1975
BS Bus Adm, Business/Accounting

Stephanie Hedrick, CPA Stephanie Hedrick, CPA Greater Chicago Area Details
Stephanie Hedrick, CPA's CBIZ MHM, LLC Experience 2000 - 2005
Job CFO at Seneca Real Estate Group
Industry Real Estate
Experience
Seneca Real Estate Group   August 2012 - Present
Preferred Development   February 2006 - July 2012
CBIZ MHM, LLC   2000 - 2005

Skills
Due Diligence, Financial Analysis, Real Estate, GAAP, Real Estate Development, Financial Reporting, Financial Modeling, CPA, Accounting, Cash Flow Forecasting, Internal Controls, Cash Flow

Education
Iowa State University   1996 — 2000
Bachelors, Acccounting

Erik Hejl Erik Hejl Kansas City, Kansas Details
Erik Hejl's CBIZ MHM, LLC Experience November 2002 - November 2003
Job Software Developer
Industry Computer Software
Experience
NIC  September 2013 - Present
Jack Henry & Associates  September 2012 - September 2013
Stackify  January 2012 - August 2012
Paige Tech   October 2011 - January 2012
HNTB  December 2006 - October 2011
NCCT  February 2006 - December 2006
GSI  April 2005 - February 2006
Shinn Fu America   February 2004 - April 2005
CBIZ MHM, LLC   November 2002 - November 2003

Skills
C#, Microsoft SQL Server, Windows Azure, ASP.NET MVC, JavaScript, HTML 5, Object Oriented Design, Unit Testing, .NET, Silverlight, SQL, WPF, ASP.NET, Software Development, Software Design, MVC, Programming

Education
Johnson County Community College   2001 — 2005
Computer Information Systems, computer programing

Marie Schmieg Marie Schmieg Willow Grove, Pennsylvania Details
Marie Schmieg's CBIZ MHM, LLC Experience January 2014 - Present
Job MBA
Industry Accounting
Experience
CBIZ MHM, LLC   January 2014 - Present
Pennsylvania Small Business Development Centers  August 2012 - December 2013
Kutztown University Foundation  January 2010 - December 2013
Unox Inc.   May 2013 - August 2013
Small Business Development Center  January 2012 - May 2012
EXPRESS  June 2010 - January 2012
Abercrombie & Fitch  August 2007 - January 2009
Panera Bread  May 2005 - December 2007

Skills
Accounting, Auditing, Cost Accounting, Managerial Experience, Customer Service, Communication, Food Industry, Retail, Microsoft Word, Microsoft Office, Financial Accounting, Management, SAP, Financial Analysis, PowerPoint, Social Media, Business Planning, Marketing, Public Relations, Microsoft Excel, Social Networking, Leadership, Time Management, Market Research, QuickBooks, Outlook, Teamwork, Budgets, Sales, Finance, Event Planning, Facebook, Training

Education
Kutztown University of Pennsylvania   2012 — 2013
Master of Business Administration (MBA)

Kutztown University of Pennsylvania   2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting

Larissa Schilling Larissa Schilling Overland Park, Kansas Details
Larissa Schilling's CBIZ MHM, LLC Experience August 2015 - Present
Job Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2015 - Present
Kansas State University College of Business   July 2014 - May 2015
CBIZ MHM, LLC   January 2014 - July 2014
DIVISION OF FINANCIAL SERVICES   January 2011 - December 2013
EY  June 2013 - August 2013
WHISKEY CREEK WOOD FIRE GRILL  August 2010 - December 2010
COUNTRY CABIN   October 2007 - August 2010
GREASE RACK, INC   January 2004 - August 2010
LRS CONSTRUCTION, INC   January 2002 - August 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Public Speaking, Human Resources, Accounting, QuickBooks

Education
Kansas State University   2013 — 2015
Master's degree, Accounting

Kansas State University   2010 — 2013
Bachelor of Science (BS), Accounting, 3.73

Hiawatha High School   2006 — 2010
High School Diploma, 3.98

Patrick Dougherty Patrick Dougherty Richmond, Virginia Area Details
Patrick Dougherty's CBIZ MHM, LLC Experience October 2009 - December 2010
Job Outside Sales Rep at James Hardie Building Products
Industry Building Materials
Experience
James Hardie Building Products  April 2012 - Present
Magellan Search Group  December 2010 - February 2012
CBIZ MHM, LLC   October 2009 - December 2010
Smart, Inc.   June 2009 - October 2009
McNeil Consumer & Specialty Pharmaceuticals  June 2008 - January 2009

Education
La Salle University - School of Business Administration   2005 — 2009
Accounting and Finance

Father Judge High School

Agnes Rychtarczyk Agnes Rychtarczyk Tampa/St. Petersburg, Florida Area Details
Agnes Rychtarczyk's CBIZ MHM, LLC Experience June 2015 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   June 2015 - Present
Miller, Cooper & Co., Ltd.   January 2015 - April 2015
ITW  May 2014 - December 2014
Friedman & Huey Associates, LLP   January 2014 - April 2014
Men's Wearhouse  April 2010 - January 2014

Skills
Customer Service, Sales, Accounting, Financial Analysis, Auditing, Microsoft Office, Deloitte Online, OneSource, GoSystems, Adobe, Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, Account Reconciliation, Time Management, English, Public Speaking, Access, Financial Accounting, Finance, General Ledger, Analysis, Data Entry, Teamwork, Tax, Financial Statements, Cash Flow, Cash Management, Tax Returns, Management, Income Tax, Tax Research, Social Media

Education
Lewis University   2012 — 2015
Bachelor of Science (BS), Major: Accounting and Finance, Minor: Economics, 3.9/4.0

Moraine Valley Community College   2010 — 2012

Jonathan Hinds, CPA Jonathan Hinds, CPA Greater Atlanta Area Details
Jonathan Hinds, CPA's CBIZ MHM, LLC Experience June 2008 - August 2015
Job Controller at LakePoint Sports
Industry Accounting
Experience
LakePoint Sports  August 2015 - Present
CBIZ MHM, LLC   June 2008 - August 2015

Skills
Audit, SAS70, Financial Reporting, Employee Benefit Plan..., Financial Accounting, Accounting, Non-profits, GAAP

Education
Kennesaw State University - Michael J. Coles College of Business   2006 — 2008
Masters of Business Administration (MBA), Accounting Focus

Kennesaw State University   2002 — 2006
Bachelor of Business Administration (BBA), Accounting

Damon Pallay Damon Pallay Cleveland/Akron, Ohio Area Details
Damon Pallay's CBIZ MHM, LLC Experience April 2007 - April 2009
Job Independent Business Owner at Pallay Financial Consulting
Industry Accounting
Experience
Pallay Financial Consulting   June 2015 - Present
CTPartners  November 2014 - June 2015
CBIZ  April 2007 - November 2014
CBIZ MHM, LLC   April 2007 - April 2009
Progressive Insurance  2001 - 2007
Deloitte  1999 - 2001

Skills
Financial Analysis, Financial Reporting, Financial Services, Auditing, Finance, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Accounting, GAAP, Corporate Finance, Due Diligence, SEC filings, Internal Audit, CPA, External Audit, Variance Analysis, Financial Statements, Revenue Recognition, SEC Filings

Education
Kent State University   1995 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance

Frank Berardi Frank Berardi Greater Philadelphia Area Details
Frank Berardi's CBIZ MHM, LLC Experience 1999 - Present
Job Controller at CBIZ
Industry Financial Services
Experience
CBIZ  August 1999 - Present
CBIZ MHM, LLC   1999 - Present

Education
La Salle University   1994 — 1997

Kevin Winters, CPA Kevin Winters, CPA Kansas City, Missouri Area Details
Kevin Winters, CPA's CBIZ MHM, LLC Experience 1984 - Present
Job Managing Director Taxation expert serving the Greater Kansas City area
Industry Accounting
Experience
CBIZ MHM, LLC   1984 - Present
Mayer Hoffman McCann P.C.   1984 - Present

Skills
Tax, Accounting, Personal Financial..., Tax Advisory, Corporate Tax, General Ledger, CPA, Income Tax, Employee Benefits, Financial Statements, Tax Research, SEC filings, GAAP, Partnership Taxation, Tax Preparation, Tax Accounting, US GAAP, Forensic Accounting, Auditing, SEC Filings

Education
Kansas State University
B.S., Accounting

David Sibits David Sibits Cleveland/Akron, Ohio Area Details
David Sibits's CBIZ MHM, LLC Experience January 2014 - Present
Job SR.VP.STRATEGIC INITIATIVES at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC   January 2014 - Present
CBIZ  May 2007 - Present
RSM McGladrey  2005 - 2007
American Express Tax and Business Services  2000 - 2005
Hausser + Taylor  1976 - 2000

Skills
Due Diligence, Accounting, Tax, US GAAP, Mergers & Acquisitions, Management, GAAP, Financial Analysis, Income Tax, CPA, Financial Reporting, Internal Controls, Auditing, Business Valuation, Corporate Tax

Education
Kent State University   1968 — 1972
Bachelor of Business Administration (BBA), Accounting

Andrew Burczyk, CPA Andrew Burczyk, CPA Kansas City, Missouri Details
Andrew Burczyk, CPA's CBIZ MHM, LLC Experience February 2007 - Present
Job President at Mayer Hoffman McCann P.C. and Lead Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
Mayer Hoffman McCann P.C.   July 2015 - Present
CBIZ MHM, LLC   February 2007 - Present
Mayer Hoffman McCann P.C.   2007 - Present
CBIZ  2007 - Present
KPMG  2002 - 2007
Arthur Andersen, LLP  1994 - 2002

Skills
Financial Statement..., Financial due diligence, SEC Reporting, LIFO Inventory..., Manufacturing Industry..., Retail Industry..., Auditing, Accounting, Manufacturing, Internal Controls, US GAAP, Financial Accounting, CISA, CPA, Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, External Audit, General Ledger, Revenue Recognition, Financial Statements, Assurance, Big 4, COSO, Business Valuation, Certified Fraud Examiner, Consolidation, Cost Accounting, Finance, Financial Analysis, IPO, SEC Filings

Education
Marquette University   1980 — 1984
B.S., Accountancy

Marquette University   1980 — 1984
Bachelor of Science (BS), Accounting

Dale C Korpi Dale C Korpi Greater Minneapolis-St. Paul Area Details
Dale C Korpi's CBIZ MHM, LLC Experience July 2007 - Present
Job Senior Tax Manager at CBIZ
Industry Accounting
Experience
CBIZ MHM LLC  July 2007 - Present
KPMG Peat Marwick  2007 - 2007
Super Valu  1979 - 1982

Skills
Tax Controversy, Expert Witness Services

Education
William Mitchell College of Law   1977 — 1981
J. D.

Saint John's University   1971 — 1975
B.A., Accounting

Meghan Finucane-Gatoff, CPA Meghan Finucane-Gatoff, CPA Kansas City, Missouri Area Details
Meghan Finucane-Gatoff, CPA's CBIZ MHM, LLC Experience January 2014 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2014 - Present
CBIZ  September 2007 - December 2013
Finucane Enterprises   February 2006 - September 2007

Education
University of Missouri-Kansas City   2003 — 2004
Masters, Accounting

Kansas State University   1999 — 2003
Business, Accounting

Christopher Paulson Christopher Paulson Ames, Iowa Details
Christopher Paulson's CBIZ MHM, LLC Experience January 2000 - September 2003
Job RIN and Commodity Accounting Manager at Renewable Energy Group
Industry Accounting
Experience
Renewable Energy Group  March 2010 - Present
Hawkeye Energy Holdings   March 2009 - October 2010
BKD, LLP  September 2003 - February 2009
CBIZ MHM, LLC   January 2000 - September 2003
CBIZ  2000 - 2003

Skills
GAAP, US GAAP, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting

Education
Iowa State University - College of Business   1995 — 1999
Bachelor, Accounting

Sheri Chiosie Sheri Chiosie Greater Atlanta Area Details
Sheri Chiosie's CBIZ MHM, LLC Experience December 2003 - Present
Job Executive Assistant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   December 2003 - Present
DialAmerica Marketing  1999 - 2003

Skills
Customer Service, Financial Analysis, Microsoft Excel, QuickBooks

Education
Kennesaw State University   1997 — 1999
English

Sequoyah High School   1995 — 1997

Chris Clabby Chris Clabby Greater New York City Area Details
Chris Clabby's CBIZ MHM, LLC Experience February 2013 - September 2014
Job Managing Director and Partner at SMART DEVINE
Industry Accounting
Experience
SMART DEVINE  October 2014 - Present
CBIZ MHM, LLC   February 2013 - September 2014
Geller & Company  May 2009 - January 2013
Grant Thornton  September 2003 - June 2009
Ernst & Young  1997 - 2003
KPMG  1989 - 1992

Skills
Accounting, CPA, GAAP, Due Diligence, Financial Analysis, Financial Accounting, Income Tax, US GAAP

Education
LIU Post   1994 — 1997
ms, tax

Saint John's University - Peter J. Tobin College of Business   1983 — 1987
Bachelor of Arts (B.A.), Accounting

Joseph O'Drain, CPA Joseph O'Drain, CPA Greater Philadelphia Area Details
Joseph O'Drain, CPA's CBIZ MHM, LLC Experience September 2000 - June 2009
Job BBD, LLP
Industry Accounting
Experience
BBD, LLP  December 2011 - Present
Holtec International  April 2010 - December 2011
CBIZ MHM, LLC   September 2000 - June 2009
Arthur Andersen  August 1998 - September 2000
ARAMARK Corporation  1996 - 1998

Skills
Due Diligence, Financial Accounting, Internal Controls, Financial Analysis, Financial Reporting, GAAP, Sarbanes-Oxley Act, Auditing, SEC filings, Accounting, Corporate Tax, CPA

Education
Philadelphia University   2010 — 2013
M.S., Taxation

La Salle University   1992 — 1996
B.S., Accounting

Ed Reitmeyer Ed Reitmeyer Greater Philadelphia Area Details
Ed Reitmeyer's CBIZ MHM, LLC Experience November 2011 - October 2013
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP  October 2013 - Present
CBIZ MHM, LLC   November 2011 - October 2013
Wynnewood Financial Partners, LLC   February 2006 - October 2011
Wynnewood Development, Inc.   2006 - October 2011
First Penn Bank  2005 - 2008
Drucker & Scaccetti, P.C.   1990 - 2005
Laventhol & Horwath  1985 - 1990
Laventhol & Howath   1985 - 1990

Skills
Real Estate, Accounting, Tax, Corporate Tax, Tax Accounting, Auditing, Due Diligence, Tax Preparation, Income Tax, Forensic Accounting, Financial Analysis, Financial Reporting, Tax Research

Education
Villanova University   1989 — 1991
MST, Taxation

La Salle University   1981 — 1985
BA, Accounting

La Salle University - School of Business Administration   1981 — 1985
BA, Accounting\Finance

Paul VI High School   1977 — 1981

Steven Juska, ASA Steven Juska, ASA Greater Philadelphia Area Details
Steven Juska, ASA's CBIZ MHM, LLC Experience November 2008 - February 2013
Job Shareholder at Pritchard, Bieler, Gruver & Willison, P.C., CPAs, Business Valuation and Litigation Support
Industry Accounting
Experience
Pritchard, Bieler, Gruver & Willison, P.C., CPAs   November 2014 - Present
Pritchard, Bieler, Gruver & Willison, P.C.   March 2013 - October 2014
CBIZ MHM LLC  November 2008 - February 2013
Wealth and Tax Advisory Services, LLC   January 2005 - October 2008
Cowhey Girard Consulting, LLC   April 2003 - January 2005

Skills
Valuation, Due Diligence, Business Valuation, Financial Analysis, Financial Reporting, Accounting, SEC filings, Forensic Accounting

Education
La Salle University - School of Business Administration   1997 — 2001
MBA

James Madison University   1987 — 1991
BBA, Finance

Upper Merion   1983 — 1987

Gregory Cowhey, ASA, CBA Gregory Cowhey, ASA, CBA Greater Philadelphia Area Details
Gregory Cowhey, ASA, CBA's CBIZ MHM, LLC Experience October 2008 - April 2014
Job Partner Financial Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey  April 2014 - Present
CBIZ MHM, LLC   October 2008 - April 2014
WTAS  January 2005 - October 2008
Cowhey-Girard Consulting LLC   April 2002 - January 2005
Arthur Andersen  1999 - 2002

Skills
Forensic Analysis, Litigation Support, Mergers, Investments, Bankruptcy, Tax, Mergers & Acquisitions, Corporate Law, Courts, Financial Reporting, Analysis, Business Valuation, Forensic Accounting, Expert Witness, Accounting, Financial Analysis, CPA, Corporate Tax, Litigation Consulting, SEC filings, Tax Research, Tax Accounting, GAAP, Income Tax, Due Diligence, Restructuring, Certified Fraud Examiner, Tax Preparation, International Tax, US GAAP, High Net Worth..., Tax Advisory, Auditing, Tax Returns, Estate Tax Planning, Tax Law, LLC, Internal Controls, Private Equity, Revenue Recognition, Valuation, Sarbanes-Oxley Act, Strategic Financial..., Financial Accounting, Fair Value, Financial Statements, Accountants, Assurance, Property Tax, Partnership Taxation

Education
La Salle University - School of Business Administration   1983 — 1984
MBA, Accounting

La Salle University - School of Business Administration   1979 — 1983
BS, Finance

Jeffrey Botwin Jeffrey Botwin Los Angeles, California Details
Jeffrey Botwin's CBIZ MHM, LLC Experience December 2013 - September 2014
Job Audit Associate at KPMG, LLP
Industry Accounting
Experience
KPMG US  October 2014 - Present
CBIZ MHM, LLC   December 2013 - September 2014
Smile Brands Inc.  September 2012 - November 2013
SchoolsFirst Federal Credit Union  September 2011 - September 2012
Wells Fargo Bank  August 2010 - September 2011
Wells Fargo Bank  March 2009 - August 2010
Wells Fargo  June 2007 - March 2009

Skills
California Tax..., Customer Service, Excel, PowerPoint, Word, Accounting, Teamwork, Building Relationships, Leadership, Management, Multi Tasking, Time Management, Microsoft Excel, Sales, Accounts Payable, Auditing, Account Reconciliation, Microsoft Word, Finance, Banking, Financial Analysis, Outlook

Education
University of California, Irvine   2004 — 2009
B.A., Economics, Political Science

Irvine Valley College   2011 — 2011
Certificate of Proficiency in Taxation, Accounting

Pepper David Pepper David Topeka, Kansas Area Details
Pepper David's CBIZ MHM, LLC Experience September 1997 - Present
Job Experienced Accounting & Auditing Professional
Industry Accounting
Experience
CBIZ MHM, LLC   September 1997 - Present
CBIZ MHM, LLC & Mayer Hoffman McCann P.C.   September 1997 - Present

Skills
Accounting, Auditing, Financial Reporting, Construction Financial..., Consulting, CPA, Financial Audits, SEC filings, US GAAP, Internal Controls, Management, Forensic Accounting, Financial Accounting, GAAP, Tax, Finance, Financial Statements, Financial Analysis

Education
Kansas State University   1993 — 1997
BS, Accounting

Alison Kneller Alison Kneller Greater New York City Area Details
Alison Kneller's CBIZ MHM, LLC Experience September 2005 - July 2014
Job Senior Tax Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP  June 2015 - Present
CBIZ MHM, LLC   September 2005 - July 2014
Merrill Lynch & Co., Inc   June 2000 - September 2005
Eisner LLP  September 1995 - May 2000
PricewaterhouseCoopers, LLP  August 1992 - August 1995

Education
Lehigh University   1988 — 1992
Received a Bachelor of Science, Accounting

Cara Mayer Cara Mayer Kansas City, Missouri Area Details
Cara Mayer's CBIZ MHM, LLC Experience August 2007 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2007 - Present
CBIZ MHM, LLC   January 2006 - August 2006
CBIZ MHM, LLC   2005 - 2005

Education
University of Kansas - Graduate School of Business   2006 — 2007
Masters, Accounting

Kansas State University   2001 — 2005
Bachelor of Science, Accounting

Dana Dreier Dana Dreier Kansas City, Missouri Area Details
Dana Dreier's CBIZ MHM, LLC Experience 1994 - Present
Job at CBIZ
Industry Accounting
Experience
CBIZ  January 1994 - Present
CBIZ MHM, LLC   1994 - Present

Skills
ERISA, Employee Benefit Plan..., Audits of Employee..., Employee Benefits, SEC filings, GAAP, CPA

Education
Rockhurst University   1992 — 1994
BSBA, Accounting

Millikin University

Quincy Notre Dame

Abiola Olamoyegun Abiola Olamoyegun Baltimore, Maryland Area Details
Abiola Olamoyegun's CBIZ MHM, LLC Experience April 2015 - Present
Job Snr. Manager IT Audit at CBIZ MHM, LLC
Industry Information Technology and Services
Experience
CBIZ MHM, LLC   April 2015 - Present
IBM  May 2013 - Present
LC Div.Konsults   April 2013 - Present
APTEC, LLC  July 2012 - January 2013
Deloitte & Touche  February 2010 - July 2012
CareFirst BlueCross BlueShield  September 2008 - October 2009
Optimal Solutions  January 2008 - September 2008
T. Rowe Price  2003 - 2007
Medifast, Inc.   2006 - 2006

Skills
Enterprise Architecture, Integration, Testing, Software Development, SDLC, Oracle, Governance, Project Planning, Requirements Analysis, Program Management, Business Analysis, CRM, PMP, Requirements Gathering, Project Delivery, SOA, Project Management, Vendor Management, IT Strategy, IdAM, IT Risk Management, Security Risk, NIST, FISMA, DIACAP, Data Security, Cyber-security, Vulnerability Assessment, Vulnerability Scanning, Threat & Vulnerability...

Education
Kent State University   1997 — 2000
BSA, Aerospaced Systems & Computer Technology

Brad Berlin Brad Berlin Greater Minneapolis-St. Paul Area Details
Brad Berlin's CBIZ MHM, LLC Experience December 2014 - Present
Job Senior Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   December 2014 - Present
Baker Tilly Virchow Krause, LLP  December 2007 - December 2014
John A. Knutson & Company, PLLP   2002 - 2007
Copeland Buhl & Company  1997 - 2002
Wilkerson Guthmann And Johnson   1994 - 1997

Skills
Tax, Income Tax, International Tax..., Tax Research, Tax Accounting, Sales Tax, Corporate Tax, CPA, Tax Advisory, International Tax, Partnership Taxation, State Tax, Tax Preparation, S Corporations, Financial Reporting, Accounting

Education
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Accounting

Michigan State University
Clinical Laboratory Science/Medical Technology/Technologist

Edward Pavletich, CPA CCIFP Edward Pavletich, CPA CCIFP Greater Denver Area Details
Edward Pavletich, CPA CCIFP's CBIZ MHM, LLC Experience September 2002 - November 2009
Job Controller at Best Car Buys, Inc./ First Premier Financial Inc.
Industry Accounting
Experience
Best Car Buys, Inc./ First Premier Financial Inc.   April 2012 - Present
Performance Building Services   January 2010 - February 2012
CBIZ MHM, LLC   September 2002 - November 2009
Charles Schwab  August 2000 - May 2001
Duke Energy Field Services  September 1999 - May 2000

Skills
Auditing, GAAP, Tax, Accounting, Financial Reporting, CPA, Financial Accounting, US GAAP, Corporate Tax, Financial Statements, General Ledger, Construction Accounting, Partnership Taxation, QuickBooks, Cost Accounting, Cash Flow, Account Reconciliation, S Corporations, Financial Analysis, Payroll, Microsoft Excel, Revenue Recognition, Accounts Payable, Construction, Internal Controls, Income Tax

Education
Indiana Wesleyan University   1995 — 1999
BS, Accounting, Finance

James Berkoben James Berkoben Greater Philadelphia Area Details
James Berkoben's CBIZ MHM, LLC Experience December 2004 - June 2009
Job Senior Manager at SMART DEVINE
Industry Accounting
Experience
SMART DEVINE  November 2013 - Present
Hanna, McGlone & Co. P.C.   November 2009 - November 2013
CBIZ MHM, LLC   December 2004 - June 2009

Skills
Auditing, Financial Reporting, Internal Controls, Accounting, Internal Audit, Budgets, IFRS, Assurance, Finance, Financial Audits, Management, GAAP, Training, CPA, Tax

Education
Indiana University of Pennsylvania   1991 — 1996
Bachelor of Science, Accountancy

Benjamin Hake, CPA Benjamin Hake, CPA Kansas City, Missouri Area Details
Benjamin Hake, CPA's CBIZ MHM, LLC Experience August 2008 - December 2013
Job Tax Director at Creative Planning Inc.
Industry Accounting
Experience
Creative Planning Inc.  December 2013 - Present
CBIZ MHM, LLC   August 2008 - December 2013

Skills
CPA, Financial Accounting, Tax Preparation, Accounting, Tax, Corporate Tax, Not for Profit, Partnership Taxation, State Tax, Microsoft Excel, Tax Advisory

Education
Kansas State University   2007 — 2008
Masters, Accounting

Kansas State University   2003 — 2007
Bachelors, Accounting

Morgan Padgett, CPA Morgan Padgett, CPA Topeka, Kansas Area Details
Morgan Padgett, CPA's CBIZ MHM, LLC Experience June 2001 - Present
Job Shareholder in Mayer Hoffman McCann P.C. and Managing Director at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC and Mayer Hoffman McCann P.C.   January 2015 - Present
CBIZ MHM, LLC   June 2001 - Present

Skills
Auditing, Accounting, Tax, CPA, GAAP, Internal Controls, US GAAP, Financial Reporting, Financial Accounting, Non-profits

Education
Kansas State University   2000 — 2001
Masters, Accountancy

Kansas State University   1996 — 2000
Bachelor of Science, Accounting

Washburn Rural High School   1992 — 1996
Diploma

Linda Behymer Linda Behymer Kansas City, Missouri Area Details
Linda Behymer's CBIZ MHM, LLC Experience January 2000 - Present
Job National CRM Administrator at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2000 - Present
Shook, Hardy & Bacon L.L.P.   March 1986 - January 2000

Skills
Salesforce.com, Conflict Analysis, CRM, Customer Service, Database Administration, Database Design, Data Entry, Data Management, Data Migration, Due Diligence, Data Processing, Knowledge Management, Process Improvement, Project Management, Quality Auditing, Quality Management, Strategic Planning, Microsoft Excel, Microsoft Word, Outlook

Education
Missouri Valley College   1982 — 1984
Accounting and Business/Management

Joe Cegla, CPA Joe Cegla, CPA Greater Minneapolis-St. Paul Area Details
Joe Cegla, CPA's CBIZ MHM, LLC Experience November 2014 - Present
Job Senior Tax Accountant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   November 2014 - Present
Smith, Schafer, & Associates, Ltd.   November 2011 - November 2014
Park Nicollet Health Services  October 2010 - November 2011
Kraft Fods   October 2006 - August 2010
Frito Lay  January 2006 - October 2006
Tena Companies  July 2003 - March 2005

Skills
Microsoft Excel..., Quickbooks, Income Tax, US GAAP, Tax Preparation, S Corporations, Accounting, CCH ProSystem fx, Partnerships, Fixed Assets, Forecasting, Financial Statements, Financial Reporting, QuickBooks, Accounts Receivable, Internal Controls, Assurance, Accruals, Sales Tax, Accounts Payable, Corporate Tax, CPA, Journal Entries, Financial Analysis, General Ledger, Variance Analysis, Investments, Tax, Mergers & Acquisitions, GAAP, Auditing, Bookkeeping

Education
Minnesota State University, Mankato   2010 — 2011
Bachelors, Accounting

Minnesota State University, Moorhead   1998 — 2002
Bachelor's, Finance

Moorhead High School   1994 — 1998

James Howes II James Howes II Topeka, Kansas Area Details
James Howes II's CBIZ MHM, LLC Experience November 1992 - February 2004
Job Sr. Manager at SS&C Business and Tax Serivces, Inc.
Industry Accounting
Experience
SS&C Business and Tax Serivces, Inc.   February 2004 - Present
CBIZ MHM, LLC   November 1992 - February 2004

Education
Kansas State University   1988 — 1992
BA, Accounting

Jason Grear, CPA Jason Grear, CPA Greater Memphis Area Details
Jason Grear, CPA's CBIZ MHM, LLC Experience January 2005 - June 2014
Job Assurance Manager at EY
Industry Accounting
Experience
EY  June 2014 - Present
CBIZ MHM, LLC   January 2005 - June 2014

Skills
Accounting, Internal Controls, Financial Analysis, GAAP, Due Diligence, Financial Reporting, CPA, US GAAP, Auditing, Sarbanes-Oxley Act, External Audit

Education
Middle Tennessee State University   2002 — 2004
BBA, Accounting

Marialuisa Ciocca Marialuisa Ciocca Greater Philadelphia Area Details
Marialuisa Ciocca's CBIZ MHM, LLC Experience May 2007 - November 2013
Job Senior Tax Accountant at Voynow, Bayard, Whyte & Company
Industry Accounting
Experience
Voynow, Bayard, Whyte & Company   November 2013 - Present
CBIZ MHM, LLC   May 2007 - November 2013
Dunlap and Associates, Inc.   2004 - 2007

Skills
Tax Research, Tax Preparation, Partnership Taxation, GoSystems, Tax Accounting, SEC filings, Accounting, Corporate Tax

Education
La Salle University   2000 — 2004
Bachelor of Science (BS), Accounting

Emily Kruse, CPA Emily Kruse, CPA Kansas City, Missouri Area Details
Emily Kruse, CPA's CBIZ MHM, LLC Experience January 2013 - July 2014
Job Experienced Accounting Professional
Industry Accounting
Experience
CVR Energy, Inc.   July 2014 - Present
CBIZ MHM, LLC   January 2013 - July 2014
SCHULTEIS AND WALSH   January 2008 - December 2012

Skills
Accounting, Financial Reporting, Tax, Financial Accounting, General Ledger, Tax Returns, Financial Statements, Financial Analysis, Account Reconciliation, QuickBooks, Business Planning, GAAP, Income Tax, Tax Accounting, CPA, Tax Preparation, US GAAP, Microsoft Excel

Education
Park University
Bachelors, Accounting

Iowa State University   2002 — 2006
Bachelors, Finance & Managment

Bill Ivers Bill Ivers Greater New York City Area Details
Bill Ivers's CBIZ MHM, LLC Experience January 1982 - Present
Job Managing Director at CBIZ Mahoney Cohen
Industry Accounting
Experience
CBIZ MHM, LLC   January 1982 - Present

Skills
Tax, Tax Accounting, Tax Preparation, QuickBooks, GAAP, Sarbanes-Oxley Act, Payroll, Cash Flow, Financial Analysis, General Ledger, Tax Returns, Nonprofits, Financial Statements, Consolidation, Assurance, Business Valuation, Financial Audits, Cost Accounting, Internal Audit, External Audit, Forecasting, Managerial Finance

Education
Iona College
Bachelor of Business Administration (B.B.A.), Accounting

Brian Stecklein Brian Stecklein Greater Denver Area Details
Brian Stecklein's CBIZ MHM, LLC Experience December 2002 - April 2007
Job Accounting Professional
Industry
Experience
EKS&H  September 2007 - March 2010
CBIZ MHM, LLC   December 2002 - April 2007

Education
Metropolitan State University of Denver   1998 — 2001
Bachelor of Science, Accounting

Cheryl (Kolp) Williamson Cheryl (Kolp) Williamson Greater Philadelphia Area Details
Cheryl (Kolp) Williamson's CBIZ MHM, LLC Experience January 2007 - November 2011
Job Financial Reporting Manager at Penn
Industry Accounting
Experience
University of Pennsylvania  November 2014 - Present
University of Pennsylvania  December 2011 - November 2014
CBIZ MHM, LLC   January 2007 - November 2011
Advanta Inc   February 1984 - February 1988
Ernst & Whinney (predecessor to Ernst & Young)   July 1978 - February 1984

Education
Lehigh University - College of Business and Economics   1974 — 1978
BS, Accounting and Finance

Laurie Maciag Laurie Maciag Greater Denver Area Details
Laurie Maciag's CBIZ MHM, LLC Experience January 2014 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2014 - Present
TaxOps   January 2013 - April 2013
Intrawest  November 2011 - November 2012
Hayward & Associates   January 2011 - October 2011
McGladrey  January 2006 - September 2010
Trimble Weist Dye & Ezra CPA's   2001 - 2005

Skills
ASC740 (Tax Provision), Partnership Taxation, Corporate Tax, Individual Tax

Education
University of Denver   2002 — 2006
MT, Taxation

Michigan State University   1992 — 1996
Bachelor, Accounting

Michael Gunter Michael Gunter Greater Boston Area Details
Michael Gunter's CBIZ MHM, LLC Experience October 2002 - January 2013
Job CPA
Industry Accounting
Experience
The Siegfried Group  January 2013 - Present
CBIZ MHM, LLC   October 2002 - January 2013

Skills
SEC filings, SOX 404, GAAP, CPA, Revenue Recognition, Financial Statements, Accounting, Auditing, Internal Controls, Financial Accounting

Education
Merrimack College   1997 — 2002
BA, Accounting

Brendan Kinkopf Brendan Kinkopf Greater Denver Area Details
Brendan Kinkopf's CBIZ MHM, LLC Experience August 2014 - Present
Job Tax Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   August 2014 - Present
CBIZ MHM, LLC (Formerly Knight Field Fabry, LLP)   August 2013 - August 2014
Plante Moran  October 2011 - July 2013

Skills
Income Tax, Tax Research, Consulting, Financial Reporting, GAAP, CPA, Corporate Tax, Tax Preparation, Tax, Accounting, Tax Accounting, Partnership Taxation, US Tax, Tax Returns, Financial Accounting, Microsoft Excel

Education
Michigan State University   2010 — 2011
Master of Science, Accounting, Tax

Michigan State University   2006 — 2010
Bachelor of Arts, Accounting

Trudy Wisch Trudy Wisch Greater Chicago Area Details
Trudy Wisch's CBIZ MHM, LLC Experience October 2014 - Present
Job Tax Associate, CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC   October 2014 - Present
Northern Illinois University  August 2012 - August 2014
Midwest Operating Engineers Fringe Benefits   November 2000 - August 2012
Pillars  June 2007 - August 2011

Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Outlook, Research, Budgets, Windows, Strategic Planning, Photoshop, Access

Education
Lewis University   2009 — 2010
Master of Business Administration (M.B.A.), International Business

Lewis University   2004 — 2010
MBA, Business Administartion

Kinjal Amin, CPA Kinjal Amin, CPA New York, New York Details
Kinjal Amin, CPA's CBIZ MHM, LLC Experience January 2012 - November 2014
Job Senior Accountant at Kargo Global Inc
Industry Accounting
Experience
Kargo Global Inc   November 2014 - Present
CBIZ MHM, LLC   January 2012 - November 2014
Antech Diagnostics  January 2008 - September 2011
Laguardia community college  June 2008 - October 2010

Skills
US GAAP, External Audit, Financial Reporting, Financial Accounting, Analytics, Internal Controls, Consolidation, Compliance, CPA, Financial Statements

Education
City University of New York-Queens College   2009 — 2011
BA, Accounting & Information Systems and Economics (CPA Track 150 credits)

LaGuardia Community College   2007 — 2009
Associates in Accountig, Accounting

Patricia Eastman Patricia Eastman Greater Boston Area Details
Patricia Eastman's CBIZ MHM, LLC Experience June 2008 - October 2011
Job Business Administrator at DJD Medical, Inc.
Industry Medical Devices
Experience
The Sisters Essentials   February 2015 - Present
DJD Medical, Inc.   May 2013 - Present
Clarke, Snow & Riley   November 2011 - April 2012
CBIZ MHM, LLC   June 2008 - October 2011
CBIZ MHM, LLC   February 2007 - June 2008
Sharkansky LLP  December 2004 - July 2006
PricewaterhouseCoopers  September 2003 - August 2004

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

Education
Merrimack College   1999 — 2003
B.S., Accounting

Andrés Colocho Andrés Colocho Dallas, Texas Details
Andrés Colocho's CBIZ MHM, LLC Experience August 2013 - October 2014
Job Senior Associate at PwC
Industry Accounting
Experience
PwC  November 2014 - Present
CBIZ MHM, LLC   August 2013 - October 2014
CBIZ MHM, LLC   June 2011 - July 2013

Skills
Financial Modeling, Financial Analysis, Transfer Pricing, Microsoft Excel, Microsoft Office, Transfer Pricing..., Benchmarking, FIN 48, Intangible Assets, Visual Basic, Option Pricing Models, DCF Valuation, Equity Valuation, Regression Analysis, Statistical Modeling, Statistics, Linear Regression, Microsoft Word, Functional Analysis, Technical Writing, Time Series Analysis, Corporate Finance, ASC 740-10, ktMINE, ORBIS - Bureau van Dijk, Comparable Analysis, Cross-border..., Valuation, Finance, Private Equity

Education
Millsaps College   2010 — 2011
Master of Business Administration (M.B.A.), Business

Millsaps College   2006 — 2010
Bachelor's Degree, Business Administration with Finance Concentration

Kim Rome Kim Rome Mobile, Alabama Area Details
Kim Rome's CBIZ MHM, LLC Experience August 2004 - August 2009
Job Sales Representative at PlanTech
Industry Financial Services
Experience
PlanTech  June 2015 - Present
Employee Fiduciary  August 2009 - December 2014
CBIZ MHM, LLC   August 2004 - August 2009

Skills
Customer Service, Manage Client..., Client Relations Skills, 401k, Retirement, Pensions, Retirement Planning, Employee Benefits, Retirement Plan..., Mergers & Acquisitions, 401k Rollovers, Qualified Retirement...

Education
Louisiana State University   1981 — 1985
B.A., History

Scott Prol Scott Prol Greater New York City Area Details
Scott Prol's CBIZ MHM, LLC Experience January 2012 - Present
Job Senior Accountant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   January 2012 - Present
CBIZ MHM, LLC   May 2010 - January 2012
Valley National Bank  May 2008 - May 2010

Skills
Accounting, Financial Reporting, Auditing, Account Reconciliation, Financial Analysis, Financial Accounting, Forensic Accounting, General Ledger, Time Management, Microsoft Office, Microsoft Excel, Pivot Tables

Education
Montclair State University   2007 — 2011
BS, Accounting & Management, Graduated Cum Laude

Wayne Hills High School   2003 — 2007

Daniel Eckhardt, MBA Daniel Eckhardt, MBA Greater Philadelphia Area Details
Daniel Eckhardt, MBA's CBIZ MHM, LLC Experience January 2013 - April 2013
Job Financial Analyst
Industry Sports
Experience
Chatham Bay Group   June 2015 - Present
La Salle University  August 2014 - Present
Power Home Remodeling Group  June 2014 - August 2014
Manayunk Brewery and Restaurant  June 2014 - August 2014
La Salle University  August 2013 - May 2014
Delaware River Tubing, Inc.   June 2009 - September 2013
CBIZ MHM, LLC   January 2013 - April 2013
Sports Authority  December 2009 - June 2010

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Leadership, Financial Statement..., Business Valuation, Customer Service, Market Research, Time Management, PowerPoint, Sales, Competition, Teamwork, Analysis Services, Microsoft Word, Customer Satisfaction, Inventory Management, Retail, Retail Sales, Access, Facebook, Accounting

Education
La Salle University   2014 — 2015
Master of Business Administration (M.B.A.), Finance, 3.81

La Salle University   2010 — 2014
B.S. in Business Administration, Accounting and Finance, Overall: 3.6 ~ Finance: 3.94 ~ Accounting: 3.84

Dan Krug Dan Krug Frankfort, Illinois Details
Dan Krug's CBIZ MHM, LLC Experience August 2013 - January 2015
Job Tax Accountant at SIRVA Worldwide Relocation & Moving
Industry Accounting
Experience
SIRVA Worldwide Relocation & Moving  January 2015 - Present
CBIZ MHM, LLC   August 2013 - January 2015
CBIZ MHM, LLC   November 2012 - August 2013
CBIZ MHM, LLC   January 2012 - April 2012

Skills
Accounting, Financial Reporting, Financial Statements, General Ledger, Financial Accounting, Bookkeeping, GAAP, US GAAP, Internal Controls, Tax Preparation, Corporate Tax, Tax Accounting, International Tax, Tax Law, Income Tax, Federal & State Income..., Microsoft Excel

Education
Lewis University   2008 — 2012
Bachelor's degree, Accounting and Finance

Marc Wasserman Marc Wasserman New York, New York Details
Marc Wasserman's CBIZ MHM, LLC Experience November 2004 - July 2011
Job CFO at Turn on Products/Younique/Almost Famous Clothing
Industry Apparel & Fashion
Experience
Turn on Products/Younique/Almost Famous Clothing   July 2011 - Present
CBIZ MHM, LLC   November 2004 - July 2011

Skills
Accounting, Auditing, CPA, Apparel, Royalties

Education
Lehigh University - College of Business and Economics   2000 — 2004
Bachelor of Applied Science (BASc)

Kenneth Goldstein Kenneth Goldstein Greater New York City Area Details
Kenneth Goldstein's CBIZ MHM, LLC Experience September 2013 - Present
Job Business Development Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   September 2013 - Present
BDO USA, LLP  2013 - 2013
Grant Thornton LLP  1996 - 2013

Skills
New Business Development, Business Strategy, Business Planning, Forecasting, Financial Reporting, Strategic Negotiations, Sales, Marketing, Thought Leadership, Integrated Marketing, Strategy, Start-ups, Training, Mergers & Acquisitions

Education
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Business Administration and Management, General

Mariellen Rae Mariellen Rae Lafayette Hill, Pennsylvania Details
Mariellen Rae's CBIZ MHM, LLC Experience September 2010 - Present
Job CRM/Marketing Coordinator at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   September 2010 - Present
Ajilon Finance Solutions  2007 - August 2010
California Design College  2006 - 2007

Education
West Chester University of Pennsylvania   2001 — 2003
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Indiana University of Pennsylvania   1999 — 2001

Braden Tyler Braden Tyler Memphis, Tennessee Details
Braden Tyler's CBIZ MHM, LLC Experience February 2013 - Present
Job Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC   February 2013 - Present

Education
Mississippi State University

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