CBIZ MHM, LLC
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CBIZ MHM, LLC Employees
Employee
Years
Job
Industry
Thomas Miranda, CPA Thomas Miranda, CPA's CBIZ MHM, LLC Experience January 2014 - May 2015
Job Audit Manager at Friedman LLP
Industry Accounting
Experience
Friedman LLP June 2015 - Present
CBIZ MHM, LLC January 2014 - May 2015
CBIZ MHM, LLC November 2007 - January 2014
Skills
Accounting, GAAP, US GAAP, CPA, Auditing, External Audit, Forensic Accounting, Internal Controls, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements, Financial Audits, General Ledger, Assurance
Education
Holy Trinity High School
St. John's University, The Peter J. Tobin College of Business
Accounting
Friedman LLP June 2015 - Present
CBIZ MHM, LLC January 2014 - May 2015
CBIZ MHM, LLC November 2007 - January 2014
Skills
Accounting, GAAP, US GAAP, CPA, Auditing, External Audit, Forensic Accounting, Internal Controls, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements, Financial Audits, General Ledger, Assurance
Education
Holy Trinity High School
St. John's University, The Peter J. Tobin College of Business
Accounting
Patrick Thrower Patrick Thrower's CBIZ MHM, LLC Experience August 2011 - December 2011
Job Tax Manager at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC January 2012 - July 2014
CBIZ MHM, LLC August 2011 - December 2011
CBIZ MHM, LLC January 2009 - August 2011
CBIZ MHM, LLC June 2008 - December 2008
CohnReznick LLP (Formerly J.H. Cohn) January 2008 - April 2008
Advanced Training Associates, Inc January 2004 - December 2007
U.S. Marines February 1998 - January 2004
Skills
Partnerships, S Corporations, Corporate Tax, Tax, Income Tax, CPA, Tax Returns, ProSystem fx Tax, GoSystems, FIN 48, Preparation, Tax Accounting, Tax Research, Budgets, GAAP, Tax Preparation, High Net Worth..., US GAAP, Partnership Taxation, International Tax
Education
San Diego State University-California State University 2006 — 2008
BS, Accountancy
PwC July 2014 - Present
PwC January 2012 - July 2014
CBIZ MHM, LLC August 2011 - December 2011
CBIZ MHM, LLC January 2009 - August 2011
CBIZ MHM, LLC June 2008 - December 2008
CohnReznick LLP (Formerly J.H. Cohn) January 2008 - April 2008
Advanced Training Associates, Inc January 2004 - December 2007
U.S. Marines February 1998 - January 2004
Skills
Partnerships, S Corporations, Corporate Tax, Tax, Income Tax, CPA, Tax Returns, ProSystem fx Tax, GoSystems, FIN 48, Preparation, Tax Accounting, Tax Research, Budgets, GAAP, Tax Preparation, High Net Worth..., US GAAP, Partnership Taxation, International Tax
Education
San Diego State University-California State University 2006 — 2008
BS, Accountancy
Brad Dixon Brad Dixon's CBIZ MHM, LLC Experience April 2012 - September 2013
Job Sales Associate at Westlake Ace Hardware
Industry Accounting
Experience
Westlake Ace Hardware April 2015 - Present
Engeman and Company, P.C. September 2014 - January 2015
CBIZ MHM, LLC April 2012 - September 2013
CBIZ MHM, LLC March 2001 - September 2013
Bank of America 1995 - March 2001
Suncoast Motion Picture Company / Musicland Group 1991 - 1994
KSMT Radio and Television 1989 - 1991
Breckenridge Ski Corporation 1989 - 1991
Skills
Executive..., Customer Service, Microsoft Office, Written & Verbal..., Mentoring, Adobe Acrobat, Retail Banking, Retail Category..., Radio Broadcasting, Photography, Process Improvement, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Access, Proofreading, Copy Editing
Education
The University of Kansas 1985 — 1989
Bachelor's degree, Journalism
Shawnee Mission East High School 1982 — 1985
Westlake Ace Hardware April 2015 - Present
Engeman and Company, P.C. September 2014 - January 2015
CBIZ MHM, LLC April 2012 - September 2013
CBIZ MHM, LLC March 2001 - September 2013
Bank of America 1995 - March 2001
Suncoast Motion Picture Company / Musicland Group 1991 - 1994
KSMT Radio and Television 1989 - 1991
Breckenridge Ski Corporation 1989 - 1991
Skills
Executive..., Customer Service, Microsoft Office, Written & Verbal..., Mentoring, Adobe Acrobat, Retail Banking, Retail Category..., Radio Broadcasting, Photography, Process Improvement, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Access, Proofreading, Copy Editing
Education
The University of Kansas 1985 — 1989
Bachelor's degree, Journalism
Shawnee Mission East High School 1982 — 1985
Scott Hedrick, CPA Scott Hedrick, CPA's CBIZ MHM, LLC Experience December 2014 - Present
Job Supervising Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC December 2014 - Present
Abengoa Bioenergy February 2013 - November 2014
Energizer June 2010 - January 2013
Kiefer Bonfanti & Co. LLP January 2009 - April 2010
Savvis June 2008 - August 2008
Skills
Accounting, Corporate Tax, Tax, Property Tax, State Tax, Income Tax, Auditing, Financial Statements, Tax Returns, Financial Reporting, Financial Analysis, Internal Controls, Microsoft Excel, CPA, Management, Financial Audits
Education
Saint Louis University 2004 — 2008
MACC, Accounting
CBIZ MHM, LLC December 2014 - Present
Abengoa Bioenergy February 2013 - November 2014
Energizer June 2010 - January 2013
Kiefer Bonfanti & Co. LLP January 2009 - April 2010
Savvis June 2008 - August 2008
Skills
Accounting, Corporate Tax, Tax, Property Tax, State Tax, Income Tax, Auditing, Financial Statements, Tax Returns, Financial Reporting, Financial Analysis, Internal Controls, Microsoft Excel, CPA, Management, Financial Audits
Education
Saint Louis University 2004 — 2008
MACC, Accounting
Heath Leuck, CPA's CBIZ MHM, LLC Experience July 2010 - September 2012
Job Director of Finance at John Knox Village
Industry Accounting
Experience
John Knox Village September 2012 - Present
reStart Inc. January 2013 - Present
CBIZ MHM, LLC July 2010 - September 2012
SCLHS June 2008 - July 2010
BKD, LLP August 2003 - June 2008
Skills
Accounting, Auditing, Analysis, Mergers & Acquisitions, Financial Analysis, Financial Accounting, Financial Reporting, Healthcare, Microsoft Excel, New Business Development, Team Building, Microsoft Office, Account Management, Compliance, Mergers, Audit, Small Business, Non-profits, Excel, Word, Team Leadership, Troubleshooting, Teaching, Documentation, Database Administration, Leadership Development, Valuation, Business Strategy, Business Intelligence, Business Planning, Business Management, Business Analysis, Healthcare Industry, Senior Living..., Retirement Communities, Senior Communities, Retirement Homes, CARF, Residential Care, Home Health Agencies, Hospice, Hospitality, Healthcare Management, Healthcare Information..., Nursing, Staffing Models, Salary Review, Alzheimer's Care, Senior Living Design, Telehealth
Education
The University of Kansas 1998 — 2002
BS, Business and Accounting
Creighton Prep 1994 — 1998
John Knox Village September 2012 - Present
reStart Inc. January 2013 - Present
CBIZ MHM, LLC July 2010 - September 2012
SCLHS June 2008 - July 2010
BKD, LLP August 2003 - June 2008
Skills
Accounting, Auditing, Analysis, Mergers & Acquisitions, Financial Analysis, Financial Accounting, Financial Reporting, Healthcare, Microsoft Excel, New Business Development, Team Building, Microsoft Office, Account Management, Compliance, Mergers, Audit, Small Business, Non-profits, Excel, Word, Team Leadership, Troubleshooting, Teaching, Documentation, Database Administration, Leadership Development, Valuation, Business Strategy, Business Intelligence, Business Planning, Business Management, Business Analysis, Healthcare Industry, Senior Living..., Retirement Communities, Senior Communities, Retirement Homes, CARF, Residential Care, Home Health Agencies, Hospice, Hospitality, Healthcare Management, Healthcare Information..., Nursing, Staffing Models, Salary Review, Alzheimer's Care, Senior Living Design, Telehealth
Education
The University of Kansas 1998 — 2002
BS, Business and Accounting
Creighton Prep 1994 — 1998
Kelsey Bonilla Kelsey Bonilla's CBIZ MHM, LLC Experience April 2010 - Present
Job Administrative Services Manager at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC April 2010 - Present
Skills
Microsoft Word, Microsoft Excel
Education
San Diego State University-California State University 2003 — 2008
Master of Arts (M.A.), History
Saint Mary's College of California 1998 — 2002
Bachelor of Arts (B.A.), Intergral Liberal Arts
CBIZ MHM, LLC April 2010 - Present
Skills
Microsoft Word, Microsoft Excel
Education
San Diego State University-California State University 2003 — 2008
Master of Arts (M.A.), History
Saint Mary's College of California 1998 — 2002
Bachelor of Arts (B.A.), Intergral Liberal Arts
Elizabeth Murillo Elizabeth Murillo's CBIZ MHM, LLC Experience June 2005 - April 2007
Job Customer Success Manager at Xifin Inc.
Industry Medical Devices
Experience
XIFIN, Inc. August 2014 - Present
Shire Regenerative Medicine formerly Advanced BioHealing October 2012 - March 2014
CareFusion March 2008 - October 2012
Toro Micro Irrigation April 2007 - March 2008
CBIZ MHM, LLC June 2005 - April 2007
Skills
Customer Service, Process Improvement, Sales, Administrative..., Cross-functional Team..., Outlook, Software Documentation, Microsoft Excel, Marketing, PowerPoint, Process Scheduler, Project Management, Notary Public, Microsoft Office, Microsoft Word, Sales Support Tools, Proposal Leadership, Kaizen, Kaizen Facilitation, Spreadsheets, QuickBooks, Access, Budgets, Invoicing, Accounts Payable, Lotus Notes, Management, Leadership, Team Building, Operations Management, Sales Management, Team Leadership, Business Process...
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Science, Criminal Justice Administration
SDSU
BS, Criminal Justice and Corrections
XIFIN, Inc. August 2014 - Present
Shire Regenerative Medicine formerly Advanced BioHealing October 2012 - March 2014
CareFusion March 2008 - October 2012
Toro Micro Irrigation April 2007 - March 2008
CBIZ MHM, LLC June 2005 - April 2007
Skills
Customer Service, Process Improvement, Sales, Administrative..., Cross-functional Team..., Outlook, Software Documentation, Microsoft Excel, Marketing, PowerPoint, Process Scheduler, Project Management, Notary Public, Microsoft Office, Microsoft Word, Sales Support Tools, Proposal Leadership, Kaizen, Kaizen Facilitation, Spreadsheets, QuickBooks, Access, Budgets, Invoicing, Accounts Payable, Lotus Notes, Management, Leadership, Team Building, Operations Management, Sales Management, Team Leadership, Business Process...
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Science, Criminal Justice Administration
SDSU
BS, Criminal Justice and Corrections
Jayme Coonts Jayme Coonts's CBIZ MHM, LLC Experience 2009 - March 2012
Job Corporate Tax Manager at Ecova
Industry Information Technology and Services
Experience
Ecova June 2014 - Present
Sempra Energy February 2012 - June 2014
CBIZ MHM, LLC 2009 - March 2012
Sempra Energy June 2008 - June 2009
Accredited Home Lenders June 2007 - May 2008
Skills
Accounting, GAAP, Tax Research, Financial Reporting, Tax Preparation, CPA, Tax, Tax Returns, Income Tax, Tax Accounting, Account Reconciliation, Corporate Tax, Fixed Assets, Tax Advisory, Financial Statements, US GAAP, Internal Controls, Financial Accounting, General Ledger, Bookkeeping
Education
San Diego State University-California State University 2007 — 2009
B.S., Business Admin. - Accounting
Ecova June 2014 - Present
Sempra Energy February 2012 - June 2014
CBIZ MHM, LLC 2009 - March 2012
Sempra Energy June 2008 - June 2009
Accredited Home Lenders June 2007 - May 2008
Skills
Accounting, GAAP, Tax Research, Financial Reporting, Tax Preparation, CPA, Tax, Tax Returns, Income Tax, Tax Accounting, Account Reconciliation, Corporate Tax, Fixed Assets, Tax Advisory, Financial Statements, US GAAP, Internal Controls, Financial Accounting, General Ledger, Bookkeeping
Education
San Diego State University-California State University 2007 — 2009
B.S., Business Admin. - Accounting
Britt Peterson Britt Peterson's CBIZ MHM, LLC Experience August 2013 - August 2014
Job Director of Operations at The Pad Studios
Industry Writing and Editing
Experience
The Pad Studios June 2015 - Present
Bala Yoga June 2014 - June 2015
CBIZ MHM, LLC August 2013 - August 2014
Tyson & Mendes August 2012 - August 2013
KFMB/ CBS 8 April 2011 - June 2012
NBC San Diego January 2009 - May 2011
Modern Luxury January 2010 - June 2010
Blending Magazine August 2008 - December 2008
Skills
Final Cut Pro, Social Media, Content Management, Editorial, Broadcast, Blogging, Storytelling, Newsletters, Editing, AP Style, Publishing, Photography, Magazines, Entertainment, Writing, Social Media Marketing
Education
University of San Diego 2012 — 2013
Paralegal Certificate, Paralegal, Honors
San Diego State University-California State University 2005 — 2009
Journalism, Media Studies, Political Science
Florence University of the Arts 2008 — 2008
Political Science
The Pad Studios June 2015 - Present
Bala Yoga June 2014 - June 2015
CBIZ MHM, LLC August 2013 - August 2014
Tyson & Mendes August 2012 - August 2013
KFMB/ CBS 8 April 2011 - June 2012
NBC San Diego January 2009 - May 2011
Modern Luxury January 2010 - June 2010
Blending Magazine August 2008 - December 2008
Skills
Final Cut Pro, Social Media, Content Management, Editorial, Broadcast, Blogging, Storytelling, Newsletters, Editing, AP Style, Publishing, Photography, Magazines, Entertainment, Writing, Social Media Marketing
Education
University of San Diego 2012 — 2013
Paralegal Certificate, Paralegal, Honors
San Diego State University-California State University 2005 — 2009
Journalism, Media Studies, Political Science
Florence University of the Arts 2008 — 2008
Political Science
Alexandra Markowitz Alexandra Markowitz's CBIZ MHM, LLC Experience October 2014 - Present
Job Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC October 2014 - Present
Clarke County School District January 2014 - Present
Ryan May 2013 - August 2013
Treadwell, Tamplin & Company, LLC February 2013 - April 2013
Ryan May 2012 - August 2012
Skills
Accounting, Tax, Microsoft Excel, Income Tax, Tax Preparation, Financial Analysis, Microsoft Word, PowerPoint, Tax Returns, Microsoft Office, Tax Accounting, Corporate Tax
Education
University of Georgia - Terry College of Business 2013 — 2014
Masters of Accounting, Taxation
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Accounting
CBIZ MHM, LLC October 2014 - Present
Clarke County School District January 2014 - Present
Ryan May 2013 - August 2013
Treadwell, Tamplin & Company, LLC February 2013 - April 2013
Ryan May 2012 - August 2012
Skills
Accounting, Tax, Microsoft Excel, Income Tax, Tax Preparation, Financial Analysis, Microsoft Word, PowerPoint, Tax Returns, Microsoft Office, Tax Accounting, Corporate Tax
Education
University of Georgia - Terry College of Business 2013 — 2014
Masters of Accounting, Taxation
The University of Georgia 2009 — 2013
Bachelor of Business Administration, Accounting
Jeannine Jensen Jeannine Jensen's CBIZ MHM, LLC Experience January 2015 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Leisure, Travel & Tourism
Experience
CBIZ MHM, LLC January 2015 - Present
University of Utah January 2014 - Present
InterContinental Hotels Group July 2005 - February 2014
Marriott Guest Services March 2005 - May 2005
Target Corporation September 2002 - July 2004
Holiday Inn Sea-TacSea May 1998 - January 1999
Holiday Inn Worldwide January 1996 - April 1998
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Business, Customer Service, Hospitality, Higher Education, IFRS, Organization, PowerPoint, Problem Solving, User Experience, Web Applications
Education
University of Utah - David Eccles School of Business 2014 — 2014
Master's degree, Accounting
University of Utah - David Eccles School of Business 2012 — 2013
Bachelor of Science (BS), Accounting
Salt Lake Community College 2009 — 2011
Associate of Science, Business
CBIZ MHM, LLC January 2015 - Present
University of Utah January 2014 - Present
InterContinental Hotels Group July 2005 - February 2014
Marriott Guest Services March 2005 - May 2005
Target Corporation September 2002 - July 2004
Holiday Inn Sea-TacSea May 1998 - January 1999
Holiday Inn Worldwide January 1996 - April 1998
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Business, Customer Service, Hospitality, Higher Education, IFRS, Organization, PowerPoint, Problem Solving, User Experience, Web Applications
Education
University of Utah - David Eccles School of Business 2014 — 2014
Master's degree, Accounting
University of Utah - David Eccles School of Business 2012 — 2013
Bachelor of Science (BS), Accounting
Salt Lake Community College 2009 — 2011
Associate of Science, Business
Ryan Kalain Ryan Kalain's CBIZ MHM, LLC Experience August 2015 - Present
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC September 2012 - August 2015
CBIZ MHM, LLC January 2012 - September 2012
Firestone Country Club May 2009 - October 2011
Skills
Tax, Accounting, QuickBooks, Corporate Tax, Tax Preparation, Tax Accounting, Income Tax, Tax Returns, Bookkeeping, Financial Statements, Tax Research
Education
The University of Akron 2012 — 2015
Master's degree, Taxation
The University of Akron 2009 — 2012
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC September 2012 - August 2015
CBIZ MHM, LLC January 2012 - September 2012
Firestone Country Club May 2009 - October 2011
Skills
Tax, Accounting, QuickBooks, Corporate Tax, Tax Preparation, Tax Accounting, Income Tax, Tax Returns, Bookkeeping, Financial Statements, Tax Research
Education
The University of Akron 2012 — 2015
Master's degree, Taxation
The University of Akron 2009 — 2012
Bachelor of Science (B.S.), Accounting
Corey Centofanti Corey Centofanti's CBIZ MHM, LLC Experience January 2009 - April 2009
Job Senior Property Accountant at Ohio Realty Advisors, LLC
Industry Accounting
Experience
Ohio Realty Advisors, LLC June 2013 - Present
BCG & Company January 2011 - May 2013
The University of Akron August 2007 - December 2010
CBIZ MHM, LLC January 2009 - April 2009
Skills
Accounting, Financial Reporting, QuickBooks, Microsoft Excel, Financial Statements, Microsoft Office
Education
The University of Akron 2006 — 2010
B.S., Accounting
Ohio Realty Advisors, LLC June 2013 - Present
BCG & Company January 2011 - May 2013
The University of Akron August 2007 - December 2010
CBIZ MHM, LLC January 2009 - April 2009
Skills
Accounting, Financial Reporting, QuickBooks, Microsoft Excel, Financial Statements, Microsoft Office
Education
The University of Akron 2006 — 2010
B.S., Accounting
David Perl, CPA's CBIZ MHM, LLC Experience January 2015 - May 2015
Job Senior Tax Analyst at Sempra Energy
Industry Accounting
Experience
Sempra Energy May 2015 - Present
CBIZ MHM, LLC January 2015 - May 2015
CBIZ MHM, LLC November 2013 - December 2014
PwC July 2010 - October 2013
PwC September 2007 - June 2010
WR Grace June 2005 - August 2005
Skills
Tax Accounting, Corporate Tax, Tax Preparation, CPA, Tax Research, Asset Management, Mutual Funds, Investment Comanies, Taxation of Regulated..., Partnership Taxation, GoSystems, Income Tax, Tax
Education
State University of New York College at Oswego 2002 — 2007
Master of Business Administration (MBA), Accounting
State University of New York College at Oswego 2002 — 2007
Bachelor of Science (BS), Accounting
Sempra Energy May 2015 - Present
CBIZ MHM, LLC January 2015 - May 2015
CBIZ MHM, LLC November 2013 - December 2014
PwC July 2010 - October 2013
PwC September 2007 - June 2010
WR Grace June 2005 - August 2005
Skills
Tax Accounting, Corporate Tax, Tax Preparation, CPA, Tax Research, Asset Management, Mutual Funds, Investment Comanies, Taxation of Regulated..., Partnership Taxation, GoSystems, Income Tax, Tax
Education
State University of New York College at Oswego 2002 — 2007
Master of Business Administration (MBA), Accounting
State University of New York College at Oswego 2002 — 2007
Bachelor of Science (BS), Accounting
Christopher Giorgio Christopher Giorgio's CBIZ MHM, LLC Experience November 2010 - December 2013
Job
Industry Accounting
Experience
Leading Health Supplements, LLC. June 2014 - Present
Fully Accountable January 2014 - Present
Fully Accountable January 2014 - Present
Consumer's Choice Health January 2014 - June 2014
CBIZ MHM, LLC November 2010 - December 2013
Levin, Swedler & Company, Inc. July 2006 - November 2010
Skills
Corporate Tax, Tax, CPA, Tax Research, Tax Preparation, Accounting, GAAP, Income Tax, Financial Reporting, Tax Accounting, Auditing, Internal Controls, Strategic Planning, Finance, Management, Financial Accounting, Financial Statements, Financial Analysis, General Ledger
Education
The University of Akron
Bachelor of Science in Business Administration Degree, Accounting
The University of Akron
Master's in Business Administration Degree, Finance
Leading Health Supplements, LLC. June 2014 - Present
Fully Accountable January 2014 - Present
Fully Accountable January 2014 - Present
Consumer's Choice Health January 2014 - June 2014
CBIZ MHM, LLC November 2010 - December 2013
Levin, Swedler & Company, Inc. July 2006 - November 2010
Skills
Corporate Tax, Tax, CPA, Tax Research, Tax Preparation, Accounting, GAAP, Income Tax, Financial Reporting, Tax Accounting, Auditing, Internal Controls, Strategic Planning, Finance, Management, Financial Accounting, Financial Statements, Financial Analysis, General Ledger
Education
The University of Akron
Bachelor of Science in Business Administration Degree, Accounting
The University of Akron
Master's in Business Administration Degree, Finance
Michael Zeleznik Michael Zeleznik's CBIZ MHM, LLC Experience 1990 - 2011
Job CPA MT ABV AEP
Industry Financial Services
Experience
GDK & Company May 2014 - Present
Cornerstone Consulting Group, LLC 2011 - 2014
CBIZ MHM, LLC 1990 - 2011
Coopers & Lybrand 1983 - 1990
Skills
Finance, Insurance, Business Planning, Tax, Entrepreneurship, Leadership, Financial Services, Financial Advisory, Management, Real Estate, CPA, Corporate Tax, Income Tax, Accounting, Tax Preparation
Education
The University of Akron 1987 — 1990
Master of Taxation, Taxation
The Ohio State University - The Max M. Fisher College of Business 1978 — 1983
BSBA, Accounting
GDK & Company May 2014 - Present
Cornerstone Consulting Group, LLC 2011 - 2014
CBIZ MHM, LLC 1990 - 2011
Coopers & Lybrand 1983 - 1990
Skills
Finance, Insurance, Business Planning, Tax, Entrepreneurship, Leadership, Financial Services, Financial Advisory, Management, Real Estate, CPA, Corporate Tax, Income Tax, Accounting, Tax Preparation
Education
The University of Akron 1987 — 1990
Master of Taxation, Taxation
The Ohio State University - The Max M. Fisher College of Business 1978 — 1983
BSBA, Accounting
Megan O'Drain (Heenan) Megan O'Drain (Heenan)'s CBIZ MHM, LLC Experience May 2013 - Present
Job Marketing Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC May 2013 - Present
CBIZ MHM, LLC December 2006 - April 2013
CBIZ Benefits & Insurance Services May 2004 - December 2006
Philadelphia 76ers September 2003 - May 2004
Skills
Event Planning, Marketing, Marketing Communications, Advertising, Sales, Leadership, Marketing Strategy, Account Management, Salesforce.com, New Business Development, Management, Strategic Planning, Recruiting, Business Development, Insurance, Trade Shows, Proposal Writing, Social Media Marketing, Strategy, Public Relations, Small Business, Email Marketing, Social Networking, Direct Marketing, Event Management, Integrated Marketing
Education
Temple University 2000 — 2004
BA, Communications
Bishop McDevitt High School 1996 — 2000
CBIZ MHM, LLC May 2013 - Present
CBIZ MHM, LLC December 2006 - April 2013
CBIZ Benefits & Insurance Services May 2004 - December 2006
Philadelphia 76ers September 2003 - May 2004
Skills
Event Planning, Marketing, Marketing Communications, Advertising, Sales, Leadership, Marketing Strategy, Account Management, Salesforce.com, New Business Development, Management, Strategic Planning, Recruiting, Business Development, Insurance, Trade Shows, Proposal Writing, Social Media Marketing, Strategy, Public Relations, Small Business, Email Marketing, Social Networking, Direct Marketing, Event Management, Integrated Marketing
Education
Temple University 2000 — 2004
BA, Communications
Bishop McDevitt High School 1996 — 2000
Rachel Gilmore's CBIZ MHM, LLC Experience August 2015 - Present
Job Senior Marketing Specialist at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC August 2013 - July 2015
CBIZ MHM, LLC August 2012 - August 2013
General Ledger Resources July 2011 - July 2012
Satori World Medical September 2011 - February 2012
Skills
Salesforce.com, Marketing Strategy, Social Media Marketing, Competitive Analysis, Spanish, Microsoft Office, Lead Generation, International Business..., Marketing Event Planning, Direct Marketing, Proposals Writing, Constant Contact, Designing Marketing..., Western Europe, Business Writing, Adobe Illustrator
Education
San Diego State University-California State University 2008 — 2012
International Business, Marketing, Spanish
Universidad Antonio de Nebrija 2011 — 2011
Madrid, Spain - Study Abroad Program
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC August 2013 - July 2015
CBIZ MHM, LLC August 2012 - August 2013
General Ledger Resources July 2011 - July 2012
Satori World Medical September 2011 - February 2012
Skills
Salesforce.com, Marketing Strategy, Social Media Marketing, Competitive Analysis, Spanish, Microsoft Office, Lead Generation, International Business..., Marketing Event Planning, Direct Marketing, Proposals Writing, Constant Contact, Designing Marketing..., Western Europe, Business Writing, Adobe Illustrator
Education
San Diego State University-California State University 2008 — 2012
International Business, Marketing, Spanish
Universidad Antonio de Nebrija 2011 — 2011
Madrid, Spain - Study Abroad Program
Rosanne Migliorino Rosanne Migliorino's CBIZ MHM, LLC Experience December 2012 - December 2014
Job Family Office CFO at Energy Capital Partners
Industry Accounting
Experience
Energy Capital Partners January 2015 - Present
CBIZ MHM, LLC December 2012 - December 2014
Marcum LLP March 2004 - December 2012
Goldman Sachs July 1997 - February 2004
Ernst & Young 1984 - 1997
Skills
High Net Worth..., Asset Managment, Tax, Hedge Funds, Valuation, Private Equity, Financial Reporting, Tax Preparation, Estate Planning, Finance, Alternative Investments, Business, Financial Analysis, Income Tax, Strategic Financial..., Portfolio Management, Financial Planners, Financial Modeling, Tax Accounting, Accounting, Investments, Investment Advisory, Asset Management, Trusts, Financial Planning, Due Diligence, CPA, SEC filings
Education
Pace University
Master of Science (MS), Accounting
Adelphi University 1982 — 1984
Bachelor of Arts (BA), English Literature & History
State University of New York College at Oneonta 1980 — 1982
English Literature and History
Energy Capital Partners January 2015 - Present
CBIZ MHM, LLC December 2012 - December 2014
Marcum LLP March 2004 - December 2012
Goldman Sachs July 1997 - February 2004
Ernst & Young 1984 - 1997
Skills
High Net Worth..., Asset Managment, Tax, Hedge Funds, Valuation, Private Equity, Financial Reporting, Tax Preparation, Estate Planning, Finance, Alternative Investments, Business, Financial Analysis, Income Tax, Strategic Financial..., Portfolio Management, Financial Planners, Financial Modeling, Tax Accounting, Accounting, Investments, Investment Advisory, Asset Management, Trusts, Financial Planning, Due Diligence, CPA, SEC filings
Education
Pace University
Master of Science (MS), Accounting
Adelphi University 1982 — 1984
Bachelor of Arts (BA), English Literature & History
State University of New York College at Oneonta 1980 — 1982
English Literature and History
Robert Gellman, MSA, PFS, CPA's CBIZ MHM, LLC Experience January 1988 - Present
Job Specializing in Tax Minimization Strategies, Tax Incentives and Exempt Organizations
Industry Accounting
Experience
Mayer Hoffman McCann P.C. 2005 - Present
CBIZ MHM, LLC January 1988 - Present
Nation Smith Hermes Diamond January 1988 - January 2005
Peat Marwick September 1986 - December 1987
Skills
CPA, Personal Financial..., Tax Minimization, Tax Planning, Non-Profit Taxation..., 179D Energy Efficient..., Exit Strategies and..., Domestic International..., Tax, Tax Advisory, Financial Planners, GAAP, SEC filings, Strategy, Finance, Financial Reporting, Business Planning, Accounting, Tax Credits, Financial Analysis, Personal Finance, Mergers & Acquisitions, Estate Planning, Small Business, Mergers, Strategic Financial..., Financial Advisory, Exit Strategies, Financial Services, Due Diligence, Tax Accounting, Strategic Planning, Auditing, Succession Planning, Nonprofits, Tax Preparation, Non-profits, Corporate Tax, Internal Controls, Income Tax
Education
San Diego State University-California State University 1986 — 1990
Masters
University of Southern California - Marshall School of Business 1985 — 1986
Bachelor of Science
University of Southern California - Marshall School of Business 1979 — 1981
Bachelor of Science
Mayer Hoffman McCann P.C. 2005 - Present
CBIZ MHM, LLC January 1988 - Present
Nation Smith Hermes Diamond January 1988 - January 2005
Peat Marwick September 1986 - December 1987
Skills
CPA, Personal Financial..., Tax Minimization, Tax Planning, Non-Profit Taxation..., 179D Energy Efficient..., Exit Strategies and..., Domestic International..., Tax, Tax Advisory, Financial Planners, GAAP, SEC filings, Strategy, Finance, Financial Reporting, Business Planning, Accounting, Tax Credits, Financial Analysis, Personal Finance, Mergers & Acquisitions, Estate Planning, Small Business, Mergers, Strategic Financial..., Financial Advisory, Exit Strategies, Financial Services, Due Diligence, Tax Accounting, Strategic Planning, Auditing, Succession Planning, Nonprofits, Tax Preparation, Non-profits, Corporate Tax, Internal Controls, Income Tax
Education
San Diego State University-California State University 1986 — 1990
Masters
University of Southern California - Marshall School of Business 1985 — 1986
Bachelor of Science
University of Southern California - Marshall School of Business 1979 — 1981
Bachelor of Science
Michelle Billy Michelle Billy's CBIZ MHM, LLC Experience August 2015 - Present
Job Supervising Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC August 2013 - July 2015
CBIZ MHM, LLC September 2011 - July 2013
Arthur EA Review, Inc. May 2011 - September 2011
H&R Block December 2007 - April 2011
Los Angeles LOMOD Corporation November 2003 - November 2009
Baker Street Associates, LLC August 2000 - November 2003
Chester Housing Authority August 1998 - August 2000
Skills
Tax Advisory, Tax, Tax Accounting, Teaching, Grants, Tax Returns, Trusts, State Tax, IRS, Accounting, Partnership Taxation, Tax Preparation, Tax Research
Education
University of Southern California - Marshall School of Business 2010 — 2011
Master, Business Taxation
University of Pennsylvania 1996 — 1998
Master, City Planning
Stanford University 1992 — 1996
BA, Urban Studies, French
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC August 2013 - July 2015
CBIZ MHM, LLC September 2011 - July 2013
Arthur EA Review, Inc. May 2011 - September 2011
H&R Block December 2007 - April 2011
Los Angeles LOMOD Corporation November 2003 - November 2009
Baker Street Associates, LLC August 2000 - November 2003
Chester Housing Authority August 1998 - August 2000
Skills
Tax Advisory, Tax, Tax Accounting, Teaching, Grants, Tax Returns, Trusts, State Tax, IRS, Accounting, Partnership Taxation, Tax Preparation, Tax Research
Education
University of Southern California - Marshall School of Business 2010 — 2011
Master, Business Taxation
University of Pennsylvania 1996 — 1998
Master, City Planning
Stanford University 1992 — 1996
BA, Urban Studies, French
Adam Slechta Adam Slechta's CBIZ MHM, LLC Experience August 2007 - August 2008
Job Engineering Consultant at 1776 Energy Operators
Industry Oil & Energy
Experience
1776 Energy Operators April 2015 - Present
Samson Resources October 2014 - March 2015
Chevron June 2011 - October 2014
SM Energy Company May 2010 - August 2010
Encana Corporation June 2009 - August 2009
CBIZ MHM, LLC August 2007 - August 2008
EY September 2005 - April 2007
Skills
Drilling, Completions, Petroleum Engineering, Upstream, Reservoir Engineering, Reservoir Management, Petroleum, Onshore, Drilling Engineering, Stimulation, Well Testing, Product Optimization, Completion
Education
Texas A&M University 2010 — 2011
Master's Degree, Petroleum Engineering
University of Colorado Boulder 2002 — 2005
Bachelor's Degree, Accounting and Finance
1776 Energy Operators April 2015 - Present
Samson Resources October 2014 - March 2015
Chevron June 2011 - October 2014
SM Energy Company May 2010 - August 2010
Encana Corporation June 2009 - August 2009
CBIZ MHM, LLC August 2007 - August 2008
EY September 2005 - April 2007
Skills
Drilling, Completions, Petroleum Engineering, Upstream, Reservoir Engineering, Reservoir Management, Petroleum, Onshore, Drilling Engineering, Stimulation, Well Testing, Product Optimization, Completion
Education
Texas A&M University 2010 — 2011
Master's Degree, Petroleum Engineering
University of Colorado Boulder 2002 — 2005
Bachelor's Degree, Accounting and Finance
Abigail Anthony, CPA Abigail Anthony, CPA's CBIZ MHM, LLC Experience July 2004 - April 2008
Job Sr. Corporate Accounting Manager at Intuit
Industry Computer Software
Experience
Intuit January 2014 - Present
Intuit November 2011 - January 2014
Intuit April 2008 - November 2011
CBIZ MHM, LLC July 2004 - April 2008
San Diego Padres 2003 - 2004
The Scripps Research Institute 2001 - 2003
Skills
Accounting, SEC filings, Financial Reporting, Financial Accounting, CPA, US GAAP, General Ledger, Auditing, Internal Controls, Financial Analysis, Oracle E-Business Suite, Share Based Compensation, Account Reconciliation, Consolidation, Sarbanes-Oxley Act, GAAP, Revenue Recognition
Education
San Diego State University-California State University 2001 — 2004
MS
University of California, San Diego 1995 — 1999
BS
Intuit January 2014 - Present
Intuit November 2011 - January 2014
Intuit April 2008 - November 2011
CBIZ MHM, LLC July 2004 - April 2008
San Diego Padres 2003 - 2004
The Scripps Research Institute 2001 - 2003
Skills
Accounting, SEC filings, Financial Reporting, Financial Accounting, CPA, US GAAP, General Ledger, Auditing, Internal Controls, Financial Analysis, Oracle E-Business Suite, Share Based Compensation, Account Reconciliation, Consolidation, Sarbanes-Oxley Act, GAAP, Revenue Recognition
Education
San Diego State University-California State University 2001 — 2004
MS
University of California, San Diego 1995 — 1999
BS
Jill Hall's CBIZ MHM, LLC Experience August 2010 - September 2012
Job Athlete Network Senior National Account Executive
Industry Staffing and Recruiting
Experience
Athlete Network July 2014 - Present
Athlete Network September 2012 - Present
Freelance August 2010 - Present
CBIZ MHM, LLC August 2010 - September 2012
Caroline Burke Designs 2006 - 2008
The Bohle Company 2005 - 2006
University of Kansas 2001 - 2005
Skills
Media Relations, Account Management, On-camera Talent, Recruiting, Strategic Communications, Services Marketing, Key Account Development, Interior Design, Business Development
Education
University of Kansas 2001 — 2005
BS, Journalism
Athlete Network July 2014 - Present
Athlete Network September 2012 - Present
Freelance August 2010 - Present
CBIZ MHM, LLC August 2010 - September 2012
Caroline Burke Designs 2006 - 2008
The Bohle Company 2005 - 2006
University of Kansas 2001 - 2005
Skills
Media Relations, Account Management, On-camera Talent, Recruiting, Strategic Communications, Services Marketing, Key Account Development, Interior Design, Business Development
Education
University of Kansas 2001 — 2005
BS, Journalism
James Pierson James Pierson's CBIZ MHM, LLC Experience December 2013 - April 2014
Job Staff Accountant at Tyler & Company, P.A.
Industry Accounting
Experience
Tyler & Company, P.A. October 2014 - Present
Parkel Corp. July 2002 - Present
Salisbury University January 2014 - May 2014
CBIZ MHM, LLC December 2013 - April 2014
Skills
Accounting, Microsoft Excel, PowerPoint, Access, Leadership, Teamwork, Microsoft Word, Social Networking, Outlook, Time Management, Analysis, Microsoft Office, Corporate Communications, Financial Accounting, Tax, Training, Auditing, Internal Controls, Financial Reporting, Tax Accounting, GAAP, US GAAP, Sage Line50, XBRL, XML Schema, French, Customer Service, Pivot Tables, Accounts Receivable, Team Leadership, QuickBooks, Spreadsheets, Nonprofits, General Ledger, Peachtree, Financial Analysis, Journal Entries, Data Entry, Cost Accounting, Tax Preparation, Tax Returns, Variance Analysis, Accruals, Bank Reconciliation, Financial Statements, Account Reconciliation, Data Analysis
Education
Salisbury University - Perdue School of Business 2011 — 2014
BS, Accounting
University of Maryland College Park 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Management
Northfield Mount Hermon School 2002 — 2005
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Tyler & Company, P.A. October 2014 - Present
Parkel Corp. July 2002 - Present
Salisbury University January 2014 - May 2014
CBIZ MHM, LLC December 2013 - April 2014
Skills
Accounting, Microsoft Excel, PowerPoint, Access, Leadership, Teamwork, Microsoft Word, Social Networking, Outlook, Time Management, Analysis, Microsoft Office, Corporate Communications, Financial Accounting, Tax, Training, Auditing, Internal Controls, Financial Reporting, Tax Accounting, GAAP, US GAAP, Sage Line50, XBRL, XML Schema, French, Customer Service, Pivot Tables, Accounts Receivable, Team Leadership, QuickBooks, Spreadsheets, Nonprofits, General Ledger, Peachtree, Financial Analysis, Journal Entries, Data Entry, Cost Accounting, Tax Preparation, Tax Returns, Variance Analysis, Accruals, Bank Reconciliation, Financial Statements, Account Reconciliation, Data Analysis
Education
Salisbury University - Perdue School of Business 2011 — 2014
BS, Accounting
University of Maryland College Park 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Management
Northfield Mount Hermon School 2002 — 2005
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Angelina Milo Angelina Milo's CBIZ MHM, LLC Experience 1999 - September 2005
Job Vice President at Meaden & Moore
Industry Accounting
Experience
Meaden & Moore November 2014 - Present
Cohen & Company September 2005 - October 2014
CBIZ MHM, LLC 1999 - September 2005
PricewaterhouseCoopers 1991 - 1999
Skills
Tax, Accounting, CPA, GAAP, SEC filings, Internal Controls, Financial Analysis, Tax Preparation, Income Tax, Financial Reporting, Auditing, Corporate Tax, QuickBooks, S Corporations, Account Reconciliation, Payroll, Tax Accounting, Budgets, Tax Returns, Financial Accounting, Valuation, Partnership Taxation, Small Business, Bookkeeping, Due Diligence, Investments, Financial Modeling, Finance, US GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, Restructuring, Tax Research, Accounts Receivable, Business Valuation, Journal Entries, Forecasting, Accounts Payable, Forensic Accounting, Internal Audit, Private Equity, International Tax, General Ledger, Tax Advisory, Fixed Assets, Financial Statements, Cash Flow, Cost Accounting, Assurance, Strategic Financial...
Education
The University of Akron
Accounting
Meaden & Moore November 2014 - Present
Cohen & Company September 2005 - October 2014
CBIZ MHM, LLC 1999 - September 2005
PricewaterhouseCoopers 1991 - 1999
Skills
Tax, Accounting, CPA, GAAP, SEC filings, Internal Controls, Financial Analysis, Tax Preparation, Income Tax, Financial Reporting, Auditing, Corporate Tax, QuickBooks, S Corporations, Account Reconciliation, Payroll, Tax Accounting, Budgets, Tax Returns, Financial Accounting, Valuation, Partnership Taxation, Small Business, Bookkeeping, Due Diligence, Investments, Financial Modeling, Finance, US GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, Restructuring, Tax Research, Accounts Receivable, Business Valuation, Journal Entries, Forecasting, Accounts Payable, Forensic Accounting, Internal Audit, Private Equity, International Tax, General Ledger, Tax Advisory, Fixed Assets, Financial Statements, Cash Flow, Cost Accounting, Assurance, Strategic Financial...
Education
The University of Akron
Accounting
Austin Whitehead, MBA Austin Whitehead, MBA's CBIZ MHM, LLC Experience January 2014 - April 2014
Job Assurance Intern at PwC and Realtor at Whitehead Real Estate Executives
Industry Accounting
Experience
PwC June 2014 - Present
Whitehead Real Estate Executives January 2014 - Present
University Orchard Apartments at Salisbury August 2013 - June 2014
CBIZ MHM, LLC January 2014 - April 2014
Target June 2013 - January 2014
Salisbury University January 2013 - June 2013
Best Aquatic Pool Care May 2011 - September 2011
Skills
Accounting, Financial Analysis, Real Estate, Sales, Teamwork, Public Speaking, Time Management, Team Building, Leadership, Interviews, Entrepreneurship, Auditing, PowerPoint, Finance, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word
Education
Salisbury University - Perdue School of Business 2011 — 2014
Bachelor of Science (B.S.), Accounting and Finance, Senior
PwC June 2014 - Present
Whitehead Real Estate Executives January 2014 - Present
University Orchard Apartments at Salisbury August 2013 - June 2014
CBIZ MHM, LLC January 2014 - April 2014
Target June 2013 - January 2014
Salisbury University January 2013 - June 2013
Best Aquatic Pool Care May 2011 - September 2011
Skills
Accounting, Financial Analysis, Real Estate, Sales, Teamwork, Public Speaking, Time Management, Team Building, Leadership, Interviews, Entrepreneurship, Auditing, PowerPoint, Finance, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word
Education
Salisbury University - Perdue School of Business 2011 — 2014
Bachelor of Science (B.S.), Accounting and Finance, Senior
Trivani Ramcharran's CBIZ MHM, LLC Experience January 2011 - September 2012
Job Senior Tax Staff at UHY Advisors
Industry Accounting
Experience
UHY Advisors August 2015 - Present
Nussbaum Yates Berg Klein & Wolpow, LLP February 2013 - July 2015
CBIZ MHM, LLC January 2011 - September 2012
CBIZ MHM, LLC June 2008 - October 2010
Skills
CCH ProSystem fx, Tax, Tax Preparation, ProSystem fx Tax, High Net Worth..., Microsoft Office, Partnership Taxation, Tax Research, Corporate Tax, Tax Accounting, CPA, SEC filings, Tax Returns
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
Masters of Science, Taxation
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
Bachelor of Science, Accounting
UHY Advisors August 2015 - Present
Nussbaum Yates Berg Klein & Wolpow, LLP February 2013 - July 2015
CBIZ MHM, LLC January 2011 - September 2012
CBIZ MHM, LLC June 2008 - October 2010
Skills
CCH ProSystem fx, Tax, Tax Preparation, ProSystem fx Tax, High Net Worth..., Microsoft Office, Partnership Taxation, Tax Research, Corporate Tax, Tax Accounting, CPA, SEC filings, Tax Returns
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
Masters of Science, Taxation
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
Bachelor of Science, Accounting
Alexandra Elliott's CBIZ MHM, LLC Experience August 2013 - Present
Job Marketing Specialist experienced in strategizing and executing internal and external initiatives
Industry Marketing and Advertising
Experience
CBIZ MHM, LLC August 2013 - Present
CBIZ MHM, LLC August 2012 - August 2013
CBIZ MHM, LLC May 2010 - August 2012
Event Managment International December 2008 - January 2010
Fred Pryor Seminars 2010 - 2010
Beatwax May 2008 - July 2008
CBIZ May 2007 - August 2007
Skills
Media Relations, Social Media Marketing, Marketing Strategy, Marketing Communications, Public Relations, Public Speaking, Event Planning, Event Management
Education
The University of Kansas 2004 — 2008
B.S., Communication Studies; Marketing, Public Relations and Human Resources
The Consortium of Universities for International Studies 2007 — 2007
Communication & Business
CBIZ MHM, LLC August 2013 - Present
CBIZ MHM, LLC August 2012 - August 2013
CBIZ MHM, LLC May 2010 - August 2012
Event Managment International December 2008 - January 2010
Fred Pryor Seminars 2010 - 2010
Beatwax May 2008 - July 2008
CBIZ May 2007 - August 2007
Skills
Media Relations, Social Media Marketing, Marketing Strategy, Marketing Communications, Public Relations, Public Speaking, Event Planning, Event Management
Education
The University of Kansas 2004 — 2008
B.S., Communication Studies; Marketing, Public Relations and Human Resources
The Consortium of Universities for International Studies 2007 — 2007
Communication & Business
Arthur Mignogna Arthur Mignogna's CBIZ MHM, LLC Experience October 1984 - Present
Job Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC October 1984 - Present
Zelenkofske Axelrod & Co., Ltd. 1984 - 1997
Skills
Financial Reporting, Accounting
Education
Temple University 1977 — 1981
BBA, Accounting
CBIZ MHM, LLC October 1984 - Present
Zelenkofske Axelrod & Co., Ltd. 1984 - 1997
Skills
Financial Reporting, Accounting
Education
Temple University 1977 — 1981
BBA, Accounting
David Langhals's CBIZ MHM, LLC Experience September 2013 - October 2014
Job Compliance Administrator at CBIZ, Retirement Plan Services
Industry Financial Services
Experience
Tesla Motors December 2014 - Present
CBIZ MHM, LLC September 2013 - October 2014
RMG Financial May 2013 - August 2013
The Ohio State University January 2010 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Research, Social Media, Time Management, Teamwork
Education
The Ohio State University 2009 — 2013
BS Consumer Sciences, Financial Planning and Services
Tesla Motors December 2014 - Present
CBIZ MHM, LLC September 2013 - October 2014
RMG Financial May 2013 - August 2013
The Ohio State University January 2010 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Research, Social Media, Time Management, Teamwork
Education
The Ohio State University 2009 — 2013
BS Consumer Sciences, Financial Planning and Services
Andrew Kovatch Andrew Kovatch's CBIZ MHM, LLC Experience December 2013 - Present
Job Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC December 2013 - Present
Meaden & Moore January 2012 - April 2012
Cohen & Company June 2011 - July 2011
Skills
Accounting, CPA, Auditing, Fixed Assets, Assurance, GAAP, Internal Controls, Financial Statements, Financial Reporting, Financial Accounting, Financial Analysis, Tax, Finance, General Ledger, Tax Accounting
Education
The University of Akron
Bachelor’s Degree, Accounting
CBIZ MHM, LLC December 2013 - Present
Meaden & Moore January 2012 - April 2012
Cohen & Company June 2011 - July 2011
Skills
Accounting, CPA, Auditing, Fixed Assets, Assurance, GAAP, Internal Controls, Financial Statements, Financial Reporting, Financial Accounting, Financial Analysis, Tax, Finance, General Ledger, Tax Accounting
Education
The University of Akron
Bachelor’s Degree, Accounting
Brandon Salem, CPA's CBIZ MHM, LLC Experience January 2007 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2007 - Present
Skills
Accounting, Tax Compliance, Income Tax, Fixed Assets, Preparation, Tax Research, Sales Tax, S Corporations
Education
University of Tampa 2004 — 2006
Bachelors, Accounting
Springfield College 2002 — 2004
Associates, Sports Management
CBIZ MHM, LLC January 2007 - Present
Skills
Accounting, Tax Compliance, Income Tax, Fixed Assets, Preparation, Tax Research, Sales Tax, S Corporations
Education
University of Tampa 2004 — 2006
Bachelors, Accounting
Springfield College 2002 — 2004
Associates, Sports Management
Katy Chowning's CBIZ MHM, LLC Experience January 2011 - December 2011
Job Director of Tax at Adknowledge
Industry Accounting
Experience
Adknowledge July 2014 - Present
Cerner Corporation January 2012 - June 2014
CBIZ MHM, LLC January 2011 - December 2011
Ernst & Young September 2003 - December 2010
Ernst & Young January 2002 - May 2002
Hallmark Cards May 2001 - August 2001
Skills
Tax, Accounting, Tax Compliance, Tax Returns, Fixed Assets, Consolidation, Tax Preparation, S Corporations, Financial Reporting, Tax Research, Financial Statements, CPA, Transfer Pricing, Income Tax, US GAAP, GAAP, SEC filings, Sarbanes-Oxley Act, Corporate Tax, Internal Controls, Auditing, Financial Accounting, Financial Analysis, Finance, Tax Accounting, Management
Education
University of Kansas - Graduate School of Business 2002 — 2003
Masters, Accounting & Information Systems
The University of Kansas 1998 — 2002
Bachelors, Business Administration
Turner High School 1995 — 1998
n/a, n/a
Adknowledge July 2014 - Present
Cerner Corporation January 2012 - June 2014
CBIZ MHM, LLC January 2011 - December 2011
Ernst & Young September 2003 - December 2010
Ernst & Young January 2002 - May 2002
Hallmark Cards May 2001 - August 2001
Skills
Tax, Accounting, Tax Compliance, Tax Returns, Fixed Assets, Consolidation, Tax Preparation, S Corporations, Financial Reporting, Tax Research, Financial Statements, CPA, Transfer Pricing, Income Tax, US GAAP, GAAP, SEC filings, Sarbanes-Oxley Act, Corporate Tax, Internal Controls, Auditing, Financial Accounting, Financial Analysis, Finance, Tax Accounting, Management
Education
University of Kansas - Graduate School of Business 2002 — 2003
Masters, Accounting & Information Systems
The University of Kansas 1998 — 2002
Bachelors, Business Administration
Turner High School 1995 — 1998
n/a, n/a
Robert Lasher Robert Lasher's CBIZ MHM, LLC Experience August 2013 - February 2015
Job Chief Credit Officer, Dolan Finance, LLC
Industry Financial Services
Experience
Dolan Finance, LLC February 2015 - Present
CBIZ MHM, LLC August 2013 - February 2015
Lasher & Associates January 2001 - January 2015
Nova Bank November 2011 - October 2012
FDIC August 2009 - August 2011
M & T Bank June 2006 - November 2007
Conestoga Bank June 2003 - June 2006
Ameriprise Financial Advisors 1996 - 2000
Beneficial National Bank 1991 - 1996
WSFS Bank 1989 - 1991
Skills
Risk Management, Credit Analysis, Commercial Banking, Financial Analysis, Finance, Small Business Lending, Credit Risk, Portfolio Management, Strategic Planning, Team Building, New Business Development, Underwriting, Process Improvement, Budgets, Financial Services, Relationship Management, Management, Loan Origination, Real Estate, Business Development, Asset Based Lending, Analysis, Career Development..., Career Counseling, Commercial Real Estate, Due Diligence, Corporate Finance, Training, Mergers & Acquisitions, Accounting, Executive Management, Strategy
Education
State University of New York College at Fredonia
BS, Business Administration/Accounting
BNY Mellon
Formal Credit Training
Warren Area High School
Diploma, College Preparatory, Cum laude
Dolan Finance, LLC February 2015 - Present
CBIZ MHM, LLC August 2013 - February 2015
Lasher & Associates January 2001 - January 2015
Nova Bank November 2011 - October 2012
FDIC August 2009 - August 2011
M & T Bank June 2006 - November 2007
Conestoga Bank June 2003 - June 2006
Ameriprise Financial Advisors 1996 - 2000
Beneficial National Bank 1991 - 1996
WSFS Bank 1989 - 1991
Skills
Risk Management, Credit Analysis, Commercial Banking, Financial Analysis, Finance, Small Business Lending, Credit Risk, Portfolio Management, Strategic Planning, Team Building, New Business Development, Underwriting, Process Improvement, Budgets, Financial Services, Relationship Management, Management, Loan Origination, Real Estate, Business Development, Asset Based Lending, Analysis, Career Development..., Career Counseling, Commercial Real Estate, Due Diligence, Corporate Finance, Training, Mergers & Acquisitions, Accounting, Executive Management, Strategy
Education
State University of New York College at Fredonia
BS, Business Administration/Accounting
BNY Mellon
Formal Credit Training
Warren Area High School
Diploma, College Preparatory, Cum laude
Patrick Basney, CPA, MSA Patrick Basney, CPA, MSA's CBIZ MHM, LLC Experience January 2015 - Present
Job Experienced Financial Reporting & Auditing Professional
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC January 2012 - December 2014
CBIZ MHM, LLC August 2010 - December 2011
CBIZ MHM, LLC January 2008 - July 2010
CBIZ MHM, LLC July 2005 - December 2007
Skills
GAAP, Auditing, CPA, Internal Controls, US GAAP, Financial Reporting, Accounting, Management, Revenue Recognition, SEC Financial Reporting, Audits of Employee..., Financial Statements, Assurance, External Audit, SEC filings
Education
San Diego State University-California State University 2007 — 2009
MSA, Accountancy
San Diego State University-California State University 2000 — 2005
Under Grad, Accountancy
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC January 2012 - December 2014
CBIZ MHM, LLC August 2010 - December 2011
CBIZ MHM, LLC January 2008 - July 2010
CBIZ MHM, LLC July 2005 - December 2007
Skills
GAAP, Auditing, CPA, Internal Controls, US GAAP, Financial Reporting, Accounting, Management, Revenue Recognition, SEC Financial Reporting, Audits of Employee..., Financial Statements, Assurance, External Audit, SEC filings
Education
San Diego State University-California State University 2007 — 2009
MSA, Accountancy
San Diego State University-California State University 2000 — 2005
Under Grad, Accountancy
Lawrence D. Morriss, Jr. Lawrence D. Morriss, Jr.'s CBIZ MHM, LLC Experience August 2011 - July 2014
Job The University of Kansas School of Business Faculty Member
Industry Higher Education
Experience
The University of Kansas School of Business June 2014 - Present
CBIZ MHM, LLC August 2011 - July 2014
Henry W. Bloch School of Management at the University of Missouri Kansas City August 2012 - December 2013
Mesirow Financial 2006 - August 2011
XRoads Solutions Group 2001 - 2006
PricewaterhouseCoopers 1990 - 2001
Laventhol & Horwath 1977 - 1990
Skills
Forensic Accounting, Expert Witness, Analytics, Valuation, Bankruptcy, Finance, Public Speaking, Accounting, Analysis, Litigation, Arbitration, CPA, Listener, Due Diligence, Mergers & Acquisitions, Business Planning, Management Consulting
Education
University of Missouri-Columbia 1973 — 1977
BSBA, Accounting
University of Missouri-Kansas City 2012 — 2013
Master's Degree, Finance
University of Virginia Darden School of Business 1995 — 1995
CPE, International Business
The Tuck School of Business at Dartmouth 1992 — 1992
CPE, Business Strategy
The University of Kansas School of Business June 2014 - Present
CBIZ MHM, LLC August 2011 - July 2014
Henry W. Bloch School of Management at the University of Missouri Kansas City August 2012 - December 2013
Mesirow Financial 2006 - August 2011
XRoads Solutions Group 2001 - 2006
PricewaterhouseCoopers 1990 - 2001
Laventhol & Horwath 1977 - 1990
Skills
Forensic Accounting, Expert Witness, Analytics, Valuation, Bankruptcy, Finance, Public Speaking, Accounting, Analysis, Litigation, Arbitration, CPA, Listener, Due Diligence, Mergers & Acquisitions, Business Planning, Management Consulting
Education
University of Missouri-Columbia 1973 — 1977
BSBA, Accounting
University of Missouri-Kansas City 2012 — 2013
Master's Degree, Finance
University of Virginia Darden School of Business 1995 — 1995
CPE, International Business
The Tuck School of Business at Dartmouth 1992 — 1992
CPE, Business Strategy
Heather Speers Heather Speers's CBIZ MHM, LLC Experience January 2012 - August 2012
Job Law Student
Industry Law Practice
Experience
University of San Diego School of Law August 2012 - May 2015
California Attorney General - Correctional Writs and Appeals September 2014 - November 2014
Cooley LLP May 2014 - July 2014
United States District Court Southern District of California - Honorable M. James Lorenz January 2014 - April 2014
California Department of Business Oversight September 2013 - November 2013
US Securities and Exchange Commission May 2013 - August 2013
CBIZ MHM, LLC January 2012 - August 2012
McGladrey January 2011 - August 2011
CBIZ MHM 2006 - 2010
Skills
Auditing, GAAP, FASB, SEC filings, Financial Analysis, SEC Filings, Accounting, CPA, Corporate Tax, Financial Accounting
Education
University of San Diego School of Law 2012 — 2015
Doctor of Law (J.D.)
San Diego State University-California State University
Master of Business Administration (M.B.A.), Accounting, 3.5
San Diego State University-California State University 2002 — 2006
Bachelor of Science (BS), Accounting
University of San Diego School of Law August 2012 - May 2015
California Attorney General - Correctional Writs and Appeals September 2014 - November 2014
Cooley LLP May 2014 - July 2014
United States District Court Southern District of California - Honorable M. James Lorenz January 2014 - April 2014
California Department of Business Oversight September 2013 - November 2013
US Securities and Exchange Commission May 2013 - August 2013
CBIZ MHM, LLC January 2012 - August 2012
McGladrey January 2011 - August 2011
CBIZ MHM 2006 - 2010
Skills
Auditing, GAAP, FASB, SEC filings, Financial Analysis, SEC Filings, Accounting, CPA, Corporate Tax, Financial Accounting
Education
University of San Diego School of Law 2012 — 2015
Doctor of Law (J.D.)
San Diego State University-California State University
Master of Business Administration (M.B.A.), Accounting, 3.5
San Diego State University-California State University 2002 — 2006
Bachelor of Science (BS), Accounting
Aaron Pond Aaron Pond's CBIZ MHM, LLC Experience January 2000 - Present
Job Senior Tax Manager and Financial Services Professional
Industry Accounting
Experience
CBIZ MHM, LLC January 2000 - Present
UPS June 1997 - December 1999
FFR, Inc. April 1995 - August 1997
Skills
Financial Planning, Tax Compliance, Income Tax, Accounting, Estate Planning, Corporate Tax, Preparation, Quickbooks, Litigation Support, Strategic Financial..., QuickBooks, Partnership Taxation, High Net Worth..., Tax Research, Payroll, CPA, Tax Accounting, GAAP, Tax Advisory, Tax Returns, Tax Preparation
Education
University of Utah - David Eccles School of Business 1999 — 2001
MPrA, Accounting with Information Systems Emphasis
Salt Lake Community College 1994 — 1998
Associates, Business
CBIZ MHM, LLC January 2000 - Present
UPS June 1997 - December 1999
FFR, Inc. April 1995 - August 1997
Skills
Financial Planning, Tax Compliance, Income Tax, Accounting, Estate Planning, Corporate Tax, Preparation, Quickbooks, Litigation Support, Strategic Financial..., QuickBooks, Partnership Taxation, High Net Worth..., Tax Research, Payroll, CPA, Tax Accounting, GAAP, Tax Advisory, Tax Returns, Tax Preparation
Education
University of Utah - David Eccles School of Business 1999 — 2001
MPrA, Accounting with Information Systems Emphasis
Salt Lake Community College 1994 — 1998
Associates, Business
Gregg Landers, MBA, CMA, CPIM, CVA Gregg Landers, MBA, CMA, CPIM, CVA's CBIZ MHM, LLC Experience April 1996 - Present
Job Growth Management expert, Accounting and Finance Coaching, SSAE 16 / SOC expert and Value Enhancement Expert
Industry Accounting
Experience
CBIZ MHM, LLC April 1996 - Present
CBIZ MHM LLC 1996 - Present
Nation Smith Hermes Diamond 1996 - 2004
Skills
Internal Controls, Accounting, Auditing, Internal Audit, Due Diligence, Mergers & Acquisitions, Financial Analysis, Strategic Planning, Sarbanes-Oxley, Budgets, SAS70, Financial Modeling, Process Improvement, Finance, SEC filings, Financial Audits, Management Consulting, Manufacturing, Risk Management, Income Tax, Business Strategy, Business Planning, Leadership Development, Forensic Accounting, IT Audit, GAAP, Sarbanes-Oxley Act, Financial Statements, Growth Management, Public Speaking, Financial Reporting, Management, US GAAP, CPA, External Audit, Mergers, General Ledger, Forecasting, Business Valuation, Tax, Business Process..., Managerial Finance, Financial Accounting, Accounts Receivable, Revenue Recognition, Payroll, Small Business, Corporate Tax, Strategic Financial..., Budgeting
Education
San Diego State University-California State University
BS - Finance, Finance
San Diego State University-California State University
MBA, Finance & Management
CBIZ MHM, LLC April 1996 - Present
CBIZ MHM LLC 1996 - Present
Nation Smith Hermes Diamond 1996 - 2004
Skills
Internal Controls, Accounting, Auditing, Internal Audit, Due Diligence, Mergers & Acquisitions, Financial Analysis, Strategic Planning, Sarbanes-Oxley, Budgets, SAS70, Financial Modeling, Process Improvement, Finance, SEC filings, Financial Audits, Management Consulting, Manufacturing, Risk Management, Income Tax, Business Strategy, Business Planning, Leadership Development, Forensic Accounting, IT Audit, GAAP, Sarbanes-Oxley Act, Financial Statements, Growth Management, Public Speaking, Financial Reporting, Management, US GAAP, CPA, External Audit, Mergers, General Ledger, Forecasting, Business Valuation, Tax, Business Process..., Managerial Finance, Financial Accounting, Accounts Receivable, Revenue Recognition, Payroll, Small Business, Corporate Tax, Strategic Financial..., Budgeting
Education
San Diego State University-California State University
BS - Finance, Finance
San Diego State University-California State University
MBA, Finance & Management
Leah Carson Leah Carson's CBIZ MHM, LLC Experience May 2006 - April 2011
Job Consultant at Leah Carson, CPA
Industry Accounting
Experience
Leah Carson, CPA April 2010 - Present
CBIZ MHM, LLC May 2006 - April 2011
Hercher and Company, PC July 2003 - January 2006
Skills
Real Estate, Management, Project Planning
Education
The Master's College 1999 — 2003
BS, Accounting
Leah Carson, CPA April 2010 - Present
CBIZ MHM, LLC May 2006 - April 2011
Hercher and Company, PC July 2003 - January 2006
Skills
Real Estate, Management, Project Planning
Education
The Master's College 1999 — 2003
BS, Accounting
Devin Minkoff, CPA Devin Minkoff, CPA's CBIZ MHM, LLC Experience September 2006 - August 2014
Job Senior Associate of Finance and Accounting
Industry Financial Services
Experience
StepStone Group June 2015 - Present
Trex Enterprises September 2014 - June 2015
CBIZ MHM, LLC September 2006 - August 2014
Skills
Accounting, Financial Statements, CPA, Financial Reporting, Assurance, Internal Controls, Financial Analysis, Auditing, GAAP, Financial Audits, QuickBooks, External Audit, Bookkeeping, Variance Analysis, Revenue Recognition, SEC Filings, Cost Accounting
Education
San Diego State University-California State University 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of San Diego 2002 — 2006
BA, Accounting
StepStone Group June 2015 - Present
Trex Enterprises September 2014 - June 2015
CBIZ MHM, LLC September 2006 - August 2014
Skills
Accounting, Financial Statements, CPA, Financial Reporting, Assurance, Internal Controls, Financial Analysis, Auditing, GAAP, Financial Audits, QuickBooks, External Audit, Bookkeeping, Variance Analysis, Revenue Recognition, SEC Filings, Cost Accounting
Education
San Diego State University-California State University 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of San Diego 2002 — 2006
BA, Accounting
G. Daniel (Dan) Jones's CBIZ MHM, LLC Experience 1998 - Present
Job Experienced Financial Services, Forensics * Lit'n Support Professional
Industry Financial Services
Experience
CBIZ Forensic & Financial Services 1998 - Present
CBIZ MHM, LLC 1998 - Present
Jones Hayward & Lenzi, CPA 1977 - 1998
Internal Revenue Service 1973 - 1977
Education
Temple University
Bachelor of Science (BS), Accounting
CBIZ Forensic & Financial Services 1998 - Present
CBIZ MHM, LLC 1998 - Present
Jones Hayward & Lenzi, CPA 1977 - 1998
Internal Revenue Service 1973 - 1977
Education
Temple University
Bachelor of Science (BS), Accounting
Celeste Asbury, CPA Celeste Asbury, CPA's CBIZ MHM, LLC Experience 2001 - 2005
Job Corporate Controller
Industry Financial Services
Experience
Ingenu August 2015 - Present
Ted Elliott Resources April 2015 - August 2015
Resources Global Professionals January 2014 - July 2015
Vantage Point Advisors, Inc. December 2013 - September 2014
Vantage Point Advisors, Inc. October 2011 - December 2013
Slacker Inc 2009 - 2011
Resources Global Professionals 2007 - 2009
SC Design 2005 - 2006
Ted Elloitt & Associates 2005 - 2005
CBIZ MHM, LLC 2001 - 2005
Skills
Valuation, Mergers, Financial Reporting, Financial Analysis, Internal Controls, SEC filings, US GAAP, GAAP, Accounting, Auditing, Client Development, Stock Compensation, Mergers & Acquisitions, Cash Flow, Sarbanes-Oxley Act, CPA, Revenue Recognition, Financial Modeling, Business Valuation, Consolidation
Education
San Diego State University-California State University 1993 — 1995
Bachelor of Science, Business Administration (Accounting), Cum Laude with Distinction in Accounting
San Diego Mesa College 1989 — 1992
Deans List
Ingenu August 2015 - Present
Ted Elliott Resources April 2015 - August 2015
Resources Global Professionals January 2014 - July 2015
Vantage Point Advisors, Inc. December 2013 - September 2014
Vantage Point Advisors, Inc. October 2011 - December 2013
Slacker Inc 2009 - 2011
Resources Global Professionals 2007 - 2009
SC Design 2005 - 2006
Ted Elloitt & Associates 2005 - 2005
CBIZ MHM, LLC 2001 - 2005
Skills
Valuation, Mergers, Financial Reporting, Financial Analysis, Internal Controls, SEC filings, US GAAP, GAAP, Accounting, Auditing, Client Development, Stock Compensation, Mergers & Acquisitions, Cash Flow, Sarbanes-Oxley Act, CPA, Revenue Recognition, Financial Modeling, Business Valuation, Consolidation
Education
San Diego State University-California State University 1993 — 1995
Bachelor of Science, Business Administration (Accounting), Cum Laude with Distinction in Accounting
San Diego Mesa College 1989 — 1992
Deans List
Tracy Franklin's CBIZ MHM, LLC Experience May 2002 - May 2006
Job Senior Benefits Administrator at The Doe Run Company
Industry Mining & Metals
Experience
The Doe Run Company September 2012 - Present
RubinBrown LLP December 2008 - September 2012
CBIZ May 2006 - October 2008
CBIZ MHM, LLC May 2002 - May 2006
Skills
Accounting, Employee Benefits, Accounts Payable, Benefits Administration, Internal Controls, Employee Relations, Financial Accounting
Education
Southern Illinois University, Carbondale 1996 — 2002
BS/MA, Accountancy
The Doe Run Company September 2012 - Present
RubinBrown LLP December 2008 - September 2012
CBIZ May 2006 - October 2008
CBIZ MHM, LLC May 2002 - May 2006
Skills
Accounting, Employee Benefits, Accounts Payable, Benefits Administration, Internal Controls, Employee Relations, Financial Accounting
Education
Southern Illinois University, Carbondale 1996 — 2002
BS/MA, Accountancy
Ronald Pavlovich's CBIZ MHM, LLC Experience July 2006 - April 2015
Job Director of CFO Services at Fully Accountable LLC
Industry Accounting
Experience
Fully Accountable LLC April 2015 - Present
CBIZ MHM LLC July 2006 - April 2015
RFP Financial Outsourcing, Inc. November 1998 - June 2006
Cohen & Company January 1990 - October 1998
Skills
Healthcare Consulting, Corporate Tax, Individual Taxation, Accounting, Tax Preparation, Auditing, QuickBooks, Financial Reporting, Income Tax, Financial Analysis, GAAP, Internal Controls, Financial Accounting, CPA, General Ledger, Bookkeeping, Budgets, Tax Accounting, Business Valuation, Mergers, Small Business
Education
The University of Akron 1985 — 1990
Bachelors of Science, Accounting
Fully Accountable LLC April 2015 - Present
CBIZ MHM LLC July 2006 - April 2015
RFP Financial Outsourcing, Inc. November 1998 - June 2006
Cohen & Company January 1990 - October 1998
Skills
Healthcare Consulting, Corporate Tax, Individual Taxation, Accounting, Tax Preparation, Auditing, QuickBooks, Financial Reporting, Income Tax, Financial Analysis, GAAP, Internal Controls, Financial Accounting, CPA, General Ledger, Bookkeeping, Budgets, Tax Accounting, Business Valuation, Mergers, Small Business
Education
The University of Akron 1985 — 1990
Bachelors of Science, Accounting
Matthew Stayton, CPA's CBIZ MHM, LLC Experience June 2011 - August 2011
Job Staff Internal Auditor at USAC
Industry Accounting
Experience
USAC August 2015 - Present
KPMG US August 2012 - August 2015
Saint Michael's College October 2009 - May 2012
Saint Michael's College October 2009 - December 2011
CBIZ MHM, LLC June 2011 - August 2011
The Tyler Place Family Resort May 2010 - August 2010
Vermont Information Processing October 2009 - December 2009
McDonald's Corporation June 2009 - August 2009
Skills
Word, PowerPoint, Excel, Access, Quickbooks, Microsoft Word, Microsoft Excel, Accounting, Financial Reporting, Windows, QuickBooks, Microsoft Office, Bookkeeping, Management, Financial Analysis, US GAAP
Education
Saint Michael's College 2008 — 2012
Bachelor of Science, Accounting
Richmond, The American International University in London - Rome Center 2011 — 2011
Study Abroad, Roman History, Classical Mythology, Renaissance and Baroque Art, Italian
Easton High School 2004 — 2008
USAC August 2015 - Present
KPMG US August 2012 - August 2015
Saint Michael's College October 2009 - May 2012
Saint Michael's College October 2009 - December 2011
CBIZ MHM, LLC June 2011 - August 2011
The Tyler Place Family Resort May 2010 - August 2010
Vermont Information Processing October 2009 - December 2009
McDonald's Corporation June 2009 - August 2009
Skills
Word, PowerPoint, Excel, Access, Quickbooks, Microsoft Word, Microsoft Excel, Accounting, Financial Reporting, Windows, QuickBooks, Microsoft Office, Bookkeeping, Management, Financial Analysis, US GAAP
Education
Saint Michael's College 2008 — 2012
Bachelor of Science, Accounting
Richmond, The American International University in London - Rome Center 2011 — 2011
Study Abroad, Roman History, Classical Mythology, Renaissance and Baroque Art, Italian
Easton High School 2004 — 2008
Lawrence Carson Lawrence Carson's CBIZ MHM, LLC Experience January 2008 - April 2009
Job Accounting Specialist at Department of Treasury
Industry Government Administration
Experience
Department of Treasury September 2009 - Present
CBIZ MHM, LLC January 2008 - April 2009
United States Air Force August 2003 - October 2008
Skills
Microsoft Office, Visual Basic, Computer Aided Design
Education
Wright State University 2004 — 2006
Accounting
Tennessee State University 1993 — 1999
B.S., Mechanical Engineer
University of Missouri-Saint Louis
MS, Accounting
Department of Treasury September 2009 - Present
CBIZ MHM, LLC January 2008 - April 2009
United States Air Force August 2003 - October 2008
Skills
Microsoft Office, Visual Basic, Computer Aided Design
Education
Wright State University 2004 — 2006
Accounting
Tennessee State University 1993 — 1999
B.S., Mechanical Engineer
University of Missouri-Saint Louis
MS, Accounting
Kelly O'Neil, CPA Kelly O'Neil, CPA's CBIZ MHM, LLC Experience January 2011 - Present
Job Experienced Financial Reporting & Auditing Professional
Industry Accounting
Experience
CBIZ MHM, LLC January 2011 - Present
Mayer Hoffman McCann PC January 2011 - Present
CBIZ MHM, LLC September 2007 - December 2010
Squar Milner July 2002 - August 2007
Skills
SEC filings, Accounting, Auditing, GAAP, Revenue Recognition, Financial Reporting, Internal Controls, CPA, Sarbanes-Oxley Act, External Audit, Financial Audits, Mergers, Sarbanes-Oxley, US GAAP, Due Diligence, Management, Financial Modeling, Internal Audit, Leadership, Financial Analysis, Financial Accounting, Financial Statements, Tax, General Ledger, Forensic Accounting, Assurance, Business Valuation, Mergers & Acquisitions
Education
State University of New York College at Fredonia 1992 — 1996
Bachelor of Science, Business Administration
CBIZ MHM, LLC January 2011 - Present
Mayer Hoffman McCann PC January 2011 - Present
CBIZ MHM, LLC September 2007 - December 2010
Squar Milner July 2002 - August 2007
Skills
SEC filings, Accounting, Auditing, GAAP, Revenue Recognition, Financial Reporting, Internal Controls, CPA, Sarbanes-Oxley Act, External Audit, Financial Audits, Mergers, Sarbanes-Oxley, US GAAP, Due Diligence, Management, Financial Modeling, Internal Audit, Leadership, Financial Analysis, Financial Accounting, Financial Statements, Tax, General Ledger, Forensic Accounting, Assurance, Business Valuation, Mergers & Acquisitions
Education
State University of New York College at Fredonia 1992 — 1996
Bachelor of Science, Business Administration
Jenny Matasic Jenny Matasic's CBIZ MHM, LLC Experience September 2004 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2004 - Present
Beers & Cutler 2000 - 2004
Education
The College of William and Mary - The Mason School of Business 1996 — 2000
BBA, Accounting
CBIZ MHM, LLC September 2004 - Present
Beers & Cutler 2000 - 2004
Education
The College of William and Mary - The Mason School of Business 1996 — 2000
BBA, Accounting
Michelle Merrick Michelle Merrick's CBIZ MHM, LLC Experience August 2001 - July 2013
Job Staff Accountant at Konsyl Pharmaceuticals, Inc.
Industry Accounting
Experience
Konsyl November 2013 - Present
CBIZ MHM, LLC August 2001 - July 2013
Snyder Cohn P.C. 2000 - 2001
Skills
Financial Audits, Corporate Tax, book, Payroll Taxes, CPA, GAAP, US GAAP, Tax Accounting, Income Tax, External Audit, Tax Preparation, Tax, Tax Returns, Internal Controls, Tax Advisory, Preparation, Financial Statements, Auditing, Tax Research, Financial Accounting, Partnership Taxation, Revenue Recognition, Fixed Assets, ProSystem fx Tax, QuickBooks, Cost Accounting, Internal Audit, Journal Entries
Education
Salisbury University - Perdue School of Business 1994 — 1999
bs, Management Information Systems and Accounting
Konsyl November 2013 - Present
CBIZ MHM, LLC August 2001 - July 2013
Snyder Cohn P.C. 2000 - 2001
Skills
Financial Audits, Corporate Tax, book, Payroll Taxes, CPA, GAAP, US GAAP, Tax Accounting, Income Tax, External Audit, Tax Preparation, Tax, Tax Returns, Internal Controls, Tax Advisory, Preparation, Financial Statements, Auditing, Tax Research, Financial Accounting, Partnership Taxation, Revenue Recognition, Fixed Assets, ProSystem fx Tax, QuickBooks, Cost Accounting, Internal Audit, Journal Entries
Education
Salisbury University - Perdue School of Business 1994 — 1999
bs, Management Information Systems and Accounting
David Kapko David Kapko's CBIZ MHM, LLC Experience January 2008 - July 2009
Job Senior Internal Auditor at STERIS Corporation
Industry Medical Devices
Experience
STERIS Corporation May 2012 - Present
STERIS Corporation June 2010 - May 2012
CBIZ MHM, LLC January 2008 - July 2009
Education
The University of Akron 2005 — 2010
B.A., Accounting
STERIS Corporation May 2012 - Present
STERIS Corporation June 2010 - May 2012
CBIZ MHM, LLC January 2008 - July 2009
Education
The University of Akron 2005 — 2010
B.A., Accounting
Melissa Alway Melissa Alway's CBIZ MHM, LLC Experience January 2007 - Present
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2007 - Present
Elko & Associates July 1999 - December 2006
Sansiveri, Kimball & Co., L.L.P. August 1998 - May 1999
Skills
Corporate Tax, Tax Accounting, Tax Advisory, CPA, ProSystem fx Tax, CaseWare, Financial Planners, Tax Returns, Income Tax, Tax Research
Education
Salve Regina University 1993 — 1997
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC January 2007 - Present
Elko & Associates July 1999 - December 2006
Sansiveri, Kimball & Co., L.L.P. August 1998 - May 1999
Skills
Corporate Tax, Tax Accounting, Tax Advisory, CPA, ProSystem fx Tax, CaseWare, Financial Planners, Tax Returns, Income Tax, Tax Research
Education
Salve Regina University 1993 — 1997
Bachelor of Science (B.S.), Accounting
Gary Elbaum Gary Elbaum's CBIZ MHM, LLC Experience July 2010 - December 2014
Job Salesforce.com Development and Administration
Industry Information Technology and Services
Experience
Phreesia August 2015 - Present
Sackett National Holdings, Inc. December 2014 - Present
CBIZ MHM, LLC July 2010 - December 2014
CBIZ MHM, LLC April 2008 - July 2010
Nation Smith Hermes Diamond, LLC (CBIZ) May 2007 - April 2008
Mission Bay Aquatics Center January 2006 - May 2007
KPBS September 2006 - April 2007
Skills
Non-profits, CRM, Problem Solving, Salesforce.com, Strategic Planning, Customer Service, Nonprofits, Business Development, Process Improvement, Microsoft Office, Outlook, Leadership, Microsoft Excel, Time Management, Management, Project Management, Training, Marketing, Team Building
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Liberal Arts, Political Science and Government
Northwood High School 1999 — 2002
Phreesia August 2015 - Present
Sackett National Holdings, Inc. December 2014 - Present
CBIZ MHM, LLC July 2010 - December 2014
CBIZ MHM, LLC April 2008 - July 2010
Nation Smith Hermes Diamond, LLC (CBIZ) May 2007 - April 2008
Mission Bay Aquatics Center January 2006 - May 2007
KPBS September 2006 - April 2007
Skills
Non-profits, CRM, Problem Solving, Salesforce.com, Strategic Planning, Customer Service, Nonprofits, Business Development, Process Improvement, Microsoft Office, Outlook, Leadership, Microsoft Excel, Time Management, Management, Project Management, Training, Marketing, Team Building
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Liberal Arts, Political Science and Government
Northwood High School 1999 — 2002
John Dale, CPA John Dale, CPA's CBIZ MHM, LLC Experience September 2006 - August 2013
Job Audit Partner at Richey May & Co., LLP
Industry Accounting
Experience
Richey May & Co., LLP September 2013 - Present
Vegvisir Holdings I, LLC September 2012 - Present
CBIZ MHM, LLC September 2006 - August 2013
Mayer Hoffman McCann P.C. September 2006 - December 2012
LarsonAllen 1993 - 2006
Skills
Accounting, Auditing, Internal Controls, Internal Audit, Forecasting, Tax, Strategic Planning, Business Planning, Financial Reporting, Finance, Management, GAAP, Leadership, US GAAP, CPA, Financial Accounting
Education
St. Olaf College 1989 — 1992
BA, Economic and Accounting
Richey May & Co., LLP September 2013 - Present
Vegvisir Holdings I, LLC September 2012 - Present
CBIZ MHM, LLC September 2006 - August 2013
Mayer Hoffman McCann P.C. September 2006 - December 2012
LarsonAllen 1993 - 2006
Skills
Accounting, Auditing, Internal Controls, Internal Audit, Forecasting, Tax, Strategic Planning, Business Planning, Financial Reporting, Finance, Management, GAAP, Leadership, US GAAP, CPA, Financial Accounting
Education
St. Olaf College 1989 — 1992
BA, Economic and Accounting
Teri Overington, CPA's CBIZ MHM, LLC Experience February 2005 - Present
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC February 2005 - Present
Skills
Tax Accounting, Auditing, Audit, Tax, Accounting, Financial Reporting, Assurance, Quickbooks, Tax Returns, Preparation, Payroll, Forensic Accounting, GAAP, Internal Controls, CPA, US GAAP, QuickBooks, Income Tax, Strategic Financial..., Financial Statements, Financial Analysis, Bookkeeping, Corporate Tax, SEC filings, Partnership Taxation, Tax Preparation, ProSystem fx Tax, Tax Research, S Corporations, FIN 48, US Tax, Financial Accounting, Sales Tax, Financial Planning
Education
University of Baltimore 2011 — 2015
Masters, Taxation
Salisbury University 2001 — 2006
BS, Accounting & Finance
CBIZ MHM, LLC February 2005 - Present
Skills
Tax Accounting, Auditing, Audit, Tax, Accounting, Financial Reporting, Assurance, Quickbooks, Tax Returns, Preparation, Payroll, Forensic Accounting, GAAP, Internal Controls, CPA, US GAAP, QuickBooks, Income Tax, Strategic Financial..., Financial Statements, Financial Analysis, Bookkeeping, Corporate Tax, SEC filings, Partnership Taxation, Tax Preparation, ProSystem fx Tax, Tax Research, S Corporations, FIN 48, US Tax, Financial Accounting, Sales Tax, Financial Planning
Education
University of Baltimore 2011 — 2015
Masters, Taxation
Salisbury University 2001 — 2006
BS, Accounting & Finance
Christopher Riley, CPA/ABV Christopher Riley, CPA/ABV's CBIZ MHM, LLC Experience 1997 - Present
Job Business Valuation and Litigation Expert
Industry Accounting
Experience
CBIZ MHM, LLC 1997 - Present
City of Ramsey January 2013 - Present
Johnson, West & Company 1993 - 1997
Skills
Forensic Accounting, Corporate Tax, Income Tax, Tax Research, Partnership Taxation, Tax Accounting, CPA, GAAP, Tax, Auditing, Sales & Use Tax, Internal Controls, Use Tax, Tax Preparation, Litigation Support, Tax Returns, Financial Statements, Tax Advisory, Sarbanes-Oxley Act, Tax Law, Financial Accounting, Financial Reporting, Estate Tax Planning, Business Valuation, Litigation Consulting
Education
St. Cloud State University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Anoka High School 1985 — 1988
CBIZ MHM, LLC 1997 - Present
City of Ramsey January 2013 - Present
Johnson, West & Company 1993 - 1997
Skills
Forensic Accounting, Corporate Tax, Income Tax, Tax Research, Partnership Taxation, Tax Accounting, CPA, GAAP, Tax, Auditing, Sales & Use Tax, Internal Controls, Use Tax, Tax Preparation, Litigation Support, Tax Returns, Financial Statements, Tax Advisory, Sarbanes-Oxley Act, Tax Law, Financial Accounting, Financial Reporting, Estate Tax Planning, Business Valuation, Litigation Consulting
Education
St. Cloud State University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Anoka High School 1985 — 1988
Julie Richardson, CPA Julie Richardson, CPA's CBIZ MHM, LLC Experience 2002 - 2007
Job Partner at Shidell Mair & Richardson PLLP
Industry Accounting
Experience
Shidell Mair & Richardson PLLP January 2014 - Present
Wilkerson Associates 2007 - 2010
CBIZ MHM, LLC 2002 - 2007
Skills
Accounting, GAAP, Auditing, General Ledger, Corporate Tax, Internal Controls, CPA, Financial Reporting, Tax, Partnership Taxation, Tax Preparation, Sarbanes-Oxley Act, QuickBooks, Income Tax, Financial Accounting
Education
St. Cloud State University 1980 — 1989
BS, Accounting, English Education with a pyschology minor
Shidell Mair & Richardson PLLP January 2014 - Present
Wilkerson Associates 2007 - 2010
CBIZ MHM, LLC 2002 - 2007
Skills
Accounting, GAAP, Auditing, General Ledger, Corporate Tax, Internal Controls, CPA, Financial Reporting, Tax, Partnership Taxation, Tax Preparation, Sarbanes-Oxley Act, QuickBooks, Income Tax, Financial Accounting
Education
St. Cloud State University 1980 — 1989
BS, Accounting, English Education with a pyschology minor
Allison Hopke Allison Hopke's CBIZ MHM, LLC Experience September 2009 - December 2009
Job Senior Financial Analyst at Republic Services
Industry Accounting
Experience
Republic Services June 2015 - Present
PwC September 2014 - June 2015
PwC July 2014 - August 2014
PwC July 2011 - June 2014
PricewaterhouseCoopers June 2010 - August 2010
CBIZ MHM, LLC September 2009 - December 2009
Express Scripts May 2009 - August 2009
Skills
CPA, IT Audit, SOX 404, Assurance, Auditing, Microsoft Excel
Education
Saint Louis University 2010 — 2011
MACC
Saint Louis University 2007 — 2011
BSBA, Accounting
John Felice Rome Center 2009 — 2009
Republic Services June 2015 - Present
PwC September 2014 - June 2015
PwC July 2014 - August 2014
PwC July 2011 - June 2014
PricewaterhouseCoopers June 2010 - August 2010
CBIZ MHM, LLC September 2009 - December 2009
Express Scripts May 2009 - August 2009
Skills
CPA, IT Audit, SOX 404, Assurance, Auditing, Microsoft Excel
Education
Saint Louis University 2010 — 2011
MACC
Saint Louis University 2007 — 2011
BSBA, Accounting
John Felice Rome Center 2009 — 2009
Jason Shaver, CPA Jason Shaver, CPA's CBIZ MHM, LLC Experience May 2006 - May 2010
Job Finance Manager, Asset Management at Sempra Energy
Industry Accounting
Experience
Sempra Energy August 2013 - Present
Sempra Energy January 2012 - Present
Sempra Energy September 2010 - December 2011
ISE Corporation February 2010 - September 2010
CBIZ MHM, LLC May 2006 - May 2010
Peterson & Co, LLP 2003 - 2006
Milberg Weiss 2001 - 2003
Skills
Financial Reporting, External Audit, Project Management, Fair Value, Derivatives, Wealth Management, Financial Advisory, SEC filings, GAAP, US GAAP, Financial Analysis, Financial Statements, Financial Statement..., Microsoft Excel, Sarbanes-Oxley, Internal Controls, Analysis, Financial Audits, Budgets
Education
San Diego State University-California State University 2000 — 2002
Accounting
Temecula Valley High School 1993 — 1997
Sempra Energy August 2013 - Present
Sempra Energy January 2012 - Present
Sempra Energy September 2010 - December 2011
ISE Corporation February 2010 - September 2010
CBIZ MHM, LLC May 2006 - May 2010
Peterson & Co, LLP 2003 - 2006
Milberg Weiss 2001 - 2003
Skills
Financial Reporting, External Audit, Project Management, Fair Value, Derivatives, Wealth Management, Financial Advisory, SEC filings, GAAP, US GAAP, Financial Analysis, Financial Statements, Financial Statement..., Microsoft Excel, Sarbanes-Oxley, Internal Controls, Analysis, Financial Audits, Budgets
Education
San Diego State University-California State University 2000 — 2002
Accounting
Temecula Valley High School 1993 — 1997
Caleb Lundberg, CPA's CBIZ MHM, LLC Experience September 2012 - Present
Job Supervising Audit Senior at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2012 - Present
CBIZ January 2012 - April 2012
University of Kansas April 2011 - December 2011
Best Buy June 2009 - September 2011
Husqvarna Construction Products May 2008 - August 2008
CornerStone Bank May 2008 - August 2008
Husqvarna December 2006 - January 2008
Skills
Auditing, Spreadsheets, Time Management, Microsoft Excel, Accounting, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Financial Reporting, Outlook, PowerPoint, Financial Accounting, Forecasting, Budgets, Inventory Management, Finance, Sales, Tax, Leadership, Management
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master of Accountancy, Accounting
The University of Kansas 2009 — 2011
BSB Accounting, Accounting, Finance, Business Law
University of Kansas 2007 — 2011
Bachelor of Science, Accounting
CBIZ MHM, LLC September 2012 - Present
CBIZ January 2012 - April 2012
University of Kansas April 2011 - December 2011
Best Buy June 2009 - September 2011
Husqvarna Construction Products May 2008 - August 2008
CornerStone Bank May 2008 - August 2008
Husqvarna December 2006 - January 2008
Skills
Auditing, Spreadsheets, Time Management, Microsoft Excel, Accounting, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Financial Reporting, Outlook, PowerPoint, Financial Accounting, Forecasting, Budgets, Inventory Management, Finance, Sales, Tax, Leadership, Management
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master of Accountancy, Accounting
The University of Kansas 2009 — 2011
BSB Accounting, Accounting, Finance, Business Law
University of Kansas 2007 — 2011
Bachelor of Science, Accounting
Shannon L. House, CPA Shannon L. House, CPA's CBIZ MHM, LLC Experience July 2006 - September 2007
Job Controller at California Broadcasting Inc.
Industry Accounting
Experience
California Broadcasting Inc. April 2011 - Present
Matson and Isom October 2007 - April 2011
CBIZ MHM, LLC July 2006 - September 2007
Skills
Finance, Auditing, Accounting, GAAP, Internal Controls, Financial Reporting, CPA, Financial Accounting, Tax, US GAAP, Financial Statements, General Ledger, Income Tax
Education
San Diego State University-California State University 2001 — 2006
Bachelor of Science (B.S.), Accounting
University of Sydney 2003 — 2003
California Broadcasting Inc. April 2011 - Present
Matson and Isom October 2007 - April 2011
CBIZ MHM, LLC July 2006 - September 2007
Skills
Finance, Auditing, Accounting, GAAP, Internal Controls, Financial Reporting, CPA, Financial Accounting, Tax, US GAAP, Financial Statements, General Ledger, Income Tax
Education
San Diego State University-California State University 2001 — 2006
Bachelor of Science (B.S.), Accounting
University of Sydney 2003 — 2003
Bret Elliott, CPA's CBIZ MHM, LLC Experience January 2008 - June 2012
Job Partner at CapFusion
Industry Financial Services
Experience
CapFusion June 2012 - Present
CBIZ MHM, LLC January 2008 - June 2012
Skills
CPA, Financial Reporting, GAAP, US GAAP, Internal Controls, Accounting, Financial Analysis, Auditing, Financial Accounting, Sarbanes-Oxley Act
Education
University of Kansas 2004 — 2009
Master’s Degree, Accounting
CapFusion June 2012 - Present
CBIZ MHM, LLC January 2008 - June 2012
Skills
CPA, Financial Reporting, GAAP, US GAAP, Internal Controls, Accounting, Financial Analysis, Auditing, Financial Accounting, Sarbanes-Oxley Act
Education
University of Kansas 2004 — 2009
Master’s Degree, Accounting
Katya Mansurova, CPA, CFE Katya Mansurova, CPA, CFE's CBIZ MHM, LLC Experience August 2005 - September 2009
Job Business Owner & Entrepreneur
Industry Food & Beverages
Experience
Step2China January 2014 - Present
Fancy Dragon Tea, LLC January 2013 - Present
Allegro Bistro LLC July 2013 - February 2015
The Active Network October 2011 - June 2013
Scripps Health March 2010 - August 2011
CBIZ MHM, LLC August 2005 - September 2009
Ace Parking Management, Inc July 2002 - August 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, SEC filings, General Ledger, Revenue Recognition, Financial Statements, Sarbanes-Oxley, Finance, Financial Audits, Analysis, Budgets, Management, Assurance, Account Reconciliation, Customer Service, SEC Filings
Education
San Diego State University-California State University 2006 — 2009
Business of Wine
Alliant International University (formerly United States International University) 1998 — 2002
Bachelor of Science, Business Administration; Accounting
Step2China January 2014 - Present
Fancy Dragon Tea, LLC January 2013 - Present
Allegro Bistro LLC July 2013 - February 2015
The Active Network October 2011 - June 2013
Scripps Health March 2010 - August 2011
CBIZ MHM, LLC August 2005 - September 2009
Ace Parking Management, Inc July 2002 - August 2005
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, SEC filings, General Ledger, Revenue Recognition, Financial Statements, Sarbanes-Oxley, Finance, Financial Audits, Analysis, Budgets, Management, Assurance, Account Reconciliation, Customer Service, SEC Filings
Education
San Diego State University-California State University 2006 — 2009
Business of Wine
Alliant International University (formerly United States International University) 1998 — 2002
Bachelor of Science, Business Administration; Accounting
Andrew Perkins, MSA's CBIZ MHM, LLC Experience August 2015 - Present
Job Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2015 - Present
Levin Swedler Kennedy October 2013 - July 2015
AfterHours Notary Service May 2013 - July 2015
The Wabbits O' Westfield (WOWbits) August 2007 - December 2013
Mayer Consulting October 2013 - November 2013
Progressive Insurance May 2013 - August 2013
The University of Akron August 2012 - May 2013
Perkins Family Farms May 2010 - May 2013
Levin Swedler Kennedy February 2013 - April 2013
Skills
Accounting, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Tax Preparation, Project Management, Data Analysis, Public Speaking, Microsoft Office, Tax, Research, Training, Auditing, Performing Arts, Notary Public, Management, Event Planning, Teamwork, Sure Prep, Computers, Communication, Tax Returns, ProSystem fx Tax, Fixed Assets, Marketing Event Planning, Microsoft Outlook, Marketing, Team Leadership, Inventory Analysis, Inventory Accounting, Office Administration, Social Media Marketing, Music Performance, Closeouts, SOC 1, Music Composition, Community Outreach, Sacred Music, Clarinet Performance, Bass Clarinet, Singing, Agriculture, Consolidations, Band and Orchestral..., Peer Mentoring
Education
University of Connecticut 2014 — 2014
Master's Degree, Accounting
University of Akron 2011 — 2013
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC August 2015 - Present
Levin Swedler Kennedy October 2013 - July 2015
AfterHours Notary Service May 2013 - July 2015
The Wabbits O' Westfield (WOWbits) August 2007 - December 2013
Mayer Consulting October 2013 - November 2013
Progressive Insurance May 2013 - August 2013
The University of Akron August 2012 - May 2013
Perkins Family Farms May 2010 - May 2013
Levin Swedler Kennedy February 2013 - April 2013
Skills
Accounting, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Tax Preparation, Project Management, Data Analysis, Public Speaking, Microsoft Office, Tax, Research, Training, Auditing, Performing Arts, Notary Public, Management, Event Planning, Teamwork, Sure Prep, Computers, Communication, Tax Returns, ProSystem fx Tax, Fixed Assets, Marketing Event Planning, Microsoft Outlook, Marketing, Team Leadership, Inventory Analysis, Inventory Accounting, Office Administration, Social Media Marketing, Music Performance, Closeouts, SOC 1, Music Composition, Community Outreach, Sacred Music, Clarinet Performance, Bass Clarinet, Singing, Agriculture, Consolidations, Band and Orchestral..., Peer Mentoring
Education
University of Connecticut 2014 — 2014
Master's Degree, Accounting
University of Akron 2011 — 2013
Bachelor of Science (B.S.), Accounting
Jennifer Bethke, CPA Jennifer Bethke, CPA's CBIZ MHM, LLC Experience September 2007 - August 2008
Job Controller at MP Nexlevel, LLC
Industry Accounting
Experience
MP Nexlevel, LLC September 2011 - Present
MP Nexlevel, LLC April 2011 - September 2011
Entellus Medical October 2010 - April 2011
Barton, Walter & Krier, LLC August 2008 - October 2010
CBIZ MHM, LLC September 2007 - August 2008
CBIZ MHM, LLC January 2006 - April 2007
Skills
CPA, General Ledger, Accounting, Accounts Payable, Financial Reporting, Tax Preparation, Financial Statements, GAAP, US GAAP, Tax, Financial Accounting, QuickBooks, Internal Controls, Corporate Tax, Income Tax, Fixed Assets, Tax Returns, Account Reconciliation, Cost Accounting, Financial Analysis, Journal Entries, Partnership Taxation, Payroll, Tax Accounting, Accounts Receivable, Bookkeeping, Forecasting, Tax Research, Accruals, Revenue Recognition, Microsoft Excel, Cash Flow, Consolidation, Sales Tax, Cash Management, Microsoft Office, Variance Analysis
Education
St. Cloud State University
Bachelor's Degree, Accounting
MP Nexlevel, LLC September 2011 - Present
MP Nexlevel, LLC April 2011 - September 2011
Entellus Medical October 2010 - April 2011
Barton, Walter & Krier, LLC August 2008 - October 2010
CBIZ MHM, LLC September 2007 - August 2008
CBIZ MHM, LLC January 2006 - April 2007
Skills
CPA, General Ledger, Accounting, Accounts Payable, Financial Reporting, Tax Preparation, Financial Statements, GAAP, US GAAP, Tax, Financial Accounting, QuickBooks, Internal Controls, Corporate Tax, Income Tax, Fixed Assets, Tax Returns, Account Reconciliation, Cost Accounting, Financial Analysis, Journal Entries, Partnership Taxation, Payroll, Tax Accounting, Accounts Receivable, Bookkeeping, Forecasting, Tax Research, Accruals, Revenue Recognition, Microsoft Excel, Cash Flow, Consolidation, Sales Tax, Cash Management, Microsoft Office, Variance Analysis
Education
St. Cloud State University
Bachelor's Degree, Accounting
Sara Hug's CBIZ MHM, LLC Experience November 2012 - Present
Job Creative Professional
Industry Design
Experience
CBIZ MHM, LLC November 2012 - Present
White Forest Design & Events September 2012 - Present
St.Louis Association of REALTORS July 2012 - October 2012
The Men's Wearhouse, Inc May 2011 - July 2012
The Men's Warehouse, Inc. March 2008 - May 2011
Optima Graphics January 2010 - April 2011
Print & Design January 2007 - December 2009
Skills
Retail, Graphic Design, Management, Training, Business Networking, Social Media Marketing, Adobe Creative Suite, Microsoft Office, Outlook, Marketing, InDesign, Advertising, Public Relations, Photoshop, Sales, Event Management, Event Planning, Wedding Coordinating, Wedding Planning, Customer Service, Social Media, Illustrator, Microsoft Excel, Graphics, Strategic Planning, Microsoft Word, Leadership, Brochures, Marketing Communications, PowerPoint, Public Speaking, Adobe Acrobat, Email Marketing
Education
Webster University 2011 — 2015
Master of Business Administration (M.B.A.), Marketing
Southern Illinois University, Edwardsville 2005 — 2009
BA, Graphic Design, Art History
Waterloo High School 2001 — 2005
General Education, General Education
CBIZ MHM, LLC November 2012 - Present
White Forest Design & Events September 2012 - Present
St.Louis Association of REALTORS July 2012 - October 2012
The Men's Wearhouse, Inc May 2011 - July 2012
The Men's Warehouse, Inc. March 2008 - May 2011
Optima Graphics January 2010 - April 2011
Print & Design January 2007 - December 2009
Skills
Retail, Graphic Design, Management, Training, Business Networking, Social Media Marketing, Adobe Creative Suite, Microsoft Office, Outlook, Marketing, InDesign, Advertising, Public Relations, Photoshop, Sales, Event Management, Event Planning, Wedding Coordinating, Wedding Planning, Customer Service, Social Media, Illustrator, Microsoft Excel, Graphics, Strategic Planning, Microsoft Word, Leadership, Brochures, Marketing Communications, PowerPoint, Public Speaking, Adobe Acrobat, Email Marketing
Education
Webster University 2011 — 2015
Master of Business Administration (M.B.A.), Marketing
Southern Illinois University, Edwardsville 2005 — 2009
BA, Graphic Design, Art History
Waterloo High School 2001 — 2005
General Education, General Education
Victoria Dickinson's CBIZ MHM, LLC Experience 1988 - 1990
Job Assistant Professor at University of Mississippi
Industry Higher Education
Experience
University of Mississippi June 2010 - Present
University of Florida August 2006 - June 2010
Minnesota Delta Corporation 1992 - 1996
Lockheed Martin 1991 - 1992
Wells Fargo 1990 - 1991
CBIZ MHM, LLC 1988 - 1990
Computer Depot 1982 - 1985
Skills
Higher Education, Teaching, Research, University Teaching, Student Affairs, Microsoft Excel, PowerPoint, Student Development, College Teaching, Statistics, Public Speaking, Microsoft Office, Distance Learning, Accounting, Data Analysis, Academic Advising, Courses, Theory, Microsoft Word, Higher Education...
Education
University of Wisconsin-Madison - School of Business 2001 — 2006
PhD, Accounting
St. Cloud State University - Herberger Business School 1996 — 1998
Masters of Science, Accounting
St. Cloud State University - Herberger Business School 1985 — 1988
Bachelor of Science, Accounting
University of Mississippi June 2010 - Present
University of Florida August 2006 - June 2010
Minnesota Delta Corporation 1992 - 1996
Lockheed Martin 1991 - 1992
Wells Fargo 1990 - 1991
CBIZ MHM, LLC 1988 - 1990
Computer Depot 1982 - 1985
Skills
Higher Education, Teaching, Research, University Teaching, Student Affairs, Microsoft Excel, PowerPoint, Student Development, College Teaching, Statistics, Public Speaking, Microsoft Office, Distance Learning, Accounting, Data Analysis, Academic Advising, Courses, Theory, Microsoft Word, Higher Education...
Education
University of Wisconsin-Madison - School of Business 2001 — 2006
PhD, Accounting
St. Cloud State University - Herberger Business School 1996 — 1998
Masters of Science, Accounting
St. Cloud State University - Herberger Business School 1985 — 1988
Bachelor of Science, Accounting
Christina Burr Christina Burr's CBIZ MHM, LLC Experience June 2015 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC June 2015 - Present
Austen BioInnovation Institute in Akron March 2014 - June 2015
Aultman Health Foundation 2007 - February 2014
Cohen & Company 2004 - 2007
Brockman Coats Gedelian & Co 2002 - 2004
Education
Walsh University 2008 — 2010
Masters Business Administration, Business/Health Care
The University of Akron 1998 — 2002
Bachelor of Science, Accounting
Leadership Stark County
CBIZ MHM, LLC June 2015 - Present
Austen BioInnovation Institute in Akron March 2014 - June 2015
Aultman Health Foundation 2007 - February 2014
Cohen & Company 2004 - 2007
Brockman Coats Gedelian & Co 2002 - 2004
Education
Walsh University 2008 — 2010
Masters Business Administration, Business/Health Care
The University of Akron 1998 — 2002
Bachelor of Science, Accounting
Leadership Stark County
Linden Arakawa Linden Arakawa's CBIZ MHM, LLC Experience January 2015 - Present
Job Assurance Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
CBIZ Kirkland, Russ, Murphy & Tapp May 2013 - December 2014
CBIZ Kirkland, Russ, Murphy & Tapp January 2011 - June 2013
Tampa Tribe Lacrosse June 2008 - January 2011
Skills
Financial Statements, Auditing, Financial Audits, Assurance, Due Diligence, GAAP, US GAAP, Internal Controls, External Audit, Accounting, Sarbanes-Oxley Act, SEC Filings, Financial Accounting, Financial Reporting, Financial Analysis
Education
University of South Florida 2010 — 2010
Saint Leo University 2006 — 2010
Bachelor of Arts (BA), Accounting
CBIZ MHM, LLC January 2015 - Present
CBIZ Kirkland, Russ, Murphy & Tapp May 2013 - December 2014
CBIZ Kirkland, Russ, Murphy & Tapp January 2011 - June 2013
Tampa Tribe Lacrosse June 2008 - January 2011
Skills
Financial Statements, Auditing, Financial Audits, Assurance, Due Diligence, GAAP, US GAAP, Internal Controls, External Audit, Accounting, Sarbanes-Oxley Act, SEC Filings, Financial Accounting, Financial Reporting, Financial Analysis
Education
University of South Florida 2010 — 2010
Saint Leo University 2006 — 2010
Bachelor of Arts (BA), Accounting
Joseph Victoria, CPA Joseph Victoria, CPA's CBIZ MHM, LLC Experience July 2015 - Present
Job Senior Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2015 - Present
LevitZacks Certified Public Accountants November 2012 - December 2014
Macias Gini & O'Connell LLP September 2006 - September 2012
Skills
Auditing, Financial Statements, Forensic Accounting, Mergers & Acquisitions, Management, Tax, Management Consulting, GAAP, CPA, US GAAP, Financial Reporting, Internal Controls, External Audit, Accounting, Financial Accounting
Education
San Diego State University-California State University 2001 — 2006
Bachelor of Science (B.S.), Business Administration, emphasis in Accounting
CBIZ MHM, LLC July 2015 - Present
LevitZacks Certified Public Accountants November 2012 - December 2014
Macias Gini & O'Connell LLP September 2006 - September 2012
Skills
Auditing, Financial Statements, Forensic Accounting, Mergers & Acquisitions, Management, Tax, Management Consulting, GAAP, CPA, US GAAP, Financial Reporting, Internal Controls, External Audit, Accounting, Financial Accounting
Education
San Diego State University-California State University 2001 — 2006
Bachelor of Science (B.S.), Business Administration, emphasis in Accounting
Joshua Imbeau's CBIZ MHM, LLC Experience May 2014 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC May 2014 - Present
CBIZ MHM, LLC January 2013 - May 2014
The Walt Disney Company January 2012 - May 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Accounting, Financial Reporting, Tax Preparation, GAAP, Corporate Tax, QuickBooks
Education
The University of Akron 2009 — 2015
Accounting
CBIZ MHM, LLC May 2014 - Present
CBIZ MHM, LLC January 2013 - May 2014
The Walt Disney Company January 2012 - May 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Accounting, Financial Reporting, Tax Preparation, GAAP, Corporate Tax, QuickBooks
Education
The University of Akron 2009 — 2015
Accounting
Jesús Guillermo León Solórzano, MBA Jesús Guillermo León Solórzano, MBA's CBIZ MHM, LLC Experience June 2014 - September 2014
Job Senior Internal Auditor at CB&I
Industry Accounting
Experience
CB&I September 2014 - Present
CBIZ MHM, LLC June 2014 - September 2014
GRUPO YVASA May 2008 - June 2014
Ernst & Young March 2006 - May 2008
Baker & McKenzie December 2004 - March 2006
Nextel de México July 2003 - December 2004
Skills
Spanish (mother tongue), Oracle Financials 11i, Cost Accounting, Internal Audit, Internal Controls, Data Mining, Data Analysis, Cross-functional Team..., Microsoft Excel, Hyperion HFM, FCPA, Lotus Notes, SOX 404, ERP Implementation..., Risk Assessment, Financial Analysis, Business Process...
Education
The University of Texas at El Paso 2010 — 2012
MBA, Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey 1997 — 2001
LCPF, Accountings and Finance
CB&I September 2014 - Present
CBIZ MHM, LLC June 2014 - September 2014
GRUPO YVASA May 2008 - June 2014
Ernst & Young March 2006 - May 2008
Baker & McKenzie December 2004 - March 2006
Nextel de México July 2003 - December 2004
Skills
Spanish (mother tongue), Oracle Financials 11i, Cost Accounting, Internal Audit, Internal Controls, Data Mining, Data Analysis, Cross-functional Team..., Microsoft Excel, Hyperion HFM, FCPA, Lotus Notes, SOX 404, ERP Implementation..., Risk Assessment, Financial Analysis, Business Process...
Education
The University of Texas at El Paso 2010 — 2012
MBA, Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey 1997 — 2001
LCPF, Accountings and Finance
Amy Hagen Amy Hagen's CBIZ MHM, LLC Experience 2006 - 2006
Job Capital Assets Manager at University of Minnesota
Industry Accounting
Experience
University of Minnesota May 2013 - Present
Capella Education Company March 2012 - April 2013
Green Tree Servicing September 2011 - March 2012
Digital Angel Corporation August 2008 - September 2011
Lawrence Cumpston & Associates, PLLC January 2007 - July 2008
CBIZ MHM, LLC 2006 - 2006
Skills
Financial Reporting, SEC filings, Sarbanes-Oxley Act, Financial Statements, Accounting, Accruals, Forecasting, Internal Controls, Financial Accounting, Consolidation, Financial Analysis, General Ledger
Education
St. Cloud State University - Herberger Business School 2003 — 2006
BS, Accounting
University of Minnesota May 2013 - Present
Capella Education Company March 2012 - April 2013
Green Tree Servicing September 2011 - March 2012
Digital Angel Corporation August 2008 - September 2011
Lawrence Cumpston & Associates, PLLC January 2007 - July 2008
CBIZ MHM, LLC 2006 - 2006
Skills
Financial Reporting, SEC filings, Sarbanes-Oxley Act, Financial Statements, Accounting, Accruals, Forecasting, Internal Controls, Financial Accounting, Consolidation, Financial Analysis, General Ledger
Education
St. Cloud State University - Herberger Business School 2003 — 2006
BS, Accounting
Paul Bushno Jr. Paul Bushno Jr.'s CBIZ MHM, LLC Experience January 2012 - October 2014
Job Accountant, Loyola University Chicago
Industry Accounting
Experience
Loyola University Chicago October 2014 - Present
CBIZ MHM, LLC January 2012 - October 2014
Applied Systems May 2011 - September 2012
Borders Books and Music November 2007 - September 2011
Friedman and Huey Associates February 2011 - April 2011
Journal of the Academy of Finance November 2010 - February 2011
Skills
Accounting, Auditing, Microsoft Excel, Accounts Payable, Tax, Tax Preparation, Payroll, CPA, Account Reconciliation, GAAP, Financial Statements, Financial Reporting, Financial Analysis, Finance
Education
Saint Xavier University 2008 — 2011
BBA, Finance/Accounting, 4.0/4.0
Loyola University Chicago October 2014 - Present
CBIZ MHM, LLC January 2012 - October 2014
Applied Systems May 2011 - September 2012
Borders Books and Music November 2007 - September 2011
Friedman and Huey Associates February 2011 - April 2011
Journal of the Academy of Finance November 2010 - February 2011
Skills
Accounting, Auditing, Microsoft Excel, Accounts Payable, Tax, Tax Preparation, Payroll, CPA, Account Reconciliation, GAAP, Financial Statements, Financial Reporting, Financial Analysis, Finance
Education
Saint Xavier University 2008 — 2011
BBA, Finance/Accounting, 4.0/4.0
Peter Kolodynski Peter Kolodynski's CBIZ MHM, LLC Experience September 2005 - April 2010
Job Controller at CorTech, LLC
Industry Accounting
Experience
Cor-Tech, LLC January 2011 - July 2014
CBIZ MHM, LLC September 2005 - April 2010
CBIZ 2005 - 2009
Skills
Accounting, Financial Reporting, Payroll, Accounts Payable, Auditing, Audit, Accounts Receivable, General Ledger, Cash Management, Cash Flow, Internal Controls, GAAP, Inventory Management, Cash, Compliance, Fixed Assets, Consolidation, Expenses, SOX, Reconciliation, Financial Management, Quickbooks, Excel, Account Reconciliation, Journal Entries, Revenue Recognition, QuickBooks, Process Improvement, Sarbanes-Oxley Act, Sarbanes-Oxley
Education
University of Georgia - Terry College of Business 2000 — 2001
MAcc, Accounting
The University of Georgia 1996 — 2000
BBA, Accounting
Cor-Tech, LLC January 2011 - July 2014
CBIZ MHM, LLC September 2005 - April 2010
CBIZ 2005 - 2009
Skills
Accounting, Financial Reporting, Payroll, Accounts Payable, Auditing, Audit, Accounts Receivable, General Ledger, Cash Management, Cash Flow, Internal Controls, GAAP, Inventory Management, Cash, Compliance, Fixed Assets, Consolidation, Expenses, SOX, Reconciliation, Financial Management, Quickbooks, Excel, Account Reconciliation, Journal Entries, Revenue Recognition, QuickBooks, Process Improvement, Sarbanes-Oxley Act, Sarbanes-Oxley
Education
University of Georgia - Terry College of Business 2000 — 2001
MAcc, Accounting
The University of Georgia 1996 — 2000
BBA, Accounting
Jewel King's CBIZ MHM, LLC Experience September 2012 - May 2014
Job Auditor
Industry Accounting
Experience
KPMG May 2014 - Present
CBIZ MHM, LLC September 2012 - May 2014
University of Kansas November 2011 - May 2012
The University of Kansas, Department of Internal Audit August 2010 - October 2011
CBIZ MHM, LLC January 2010 - April 2010
DST Systems 2004 - 2009
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Internal Controls, Tax, Financial Accounting, Internal Audit, Finance, Access, Microsoft Excel, Data Analysis, QuickBooks, PowerPoint, Microsoft Office, Management Consulting, GAAP, Customer Service, Accounts Receivable, Outlook, General Ledger, Analysis, Sarbanes-Oxley Act, Process Improvement, Risk Management, Accounts Payable, Microsoft Word, CPA, Financial Services, Budgets, Financial Modeling, Financial Statements, Enterprise Risk..., Payroll, SEC filings, Sarbanes-Oxley, US GAAP
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master of Accounting, Information Systems
University of Kansas 2009 — 2011
Bachelor's of Science, Accounting
KPMG May 2014 - Present
CBIZ MHM, LLC September 2012 - May 2014
University of Kansas November 2011 - May 2012
The University of Kansas, Department of Internal Audit August 2010 - October 2011
CBIZ MHM, LLC January 2010 - April 2010
DST Systems 2004 - 2009
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Internal Controls, Tax, Financial Accounting, Internal Audit, Finance, Access, Microsoft Excel, Data Analysis, QuickBooks, PowerPoint, Microsoft Office, Management Consulting, GAAP, Customer Service, Accounts Receivable, Outlook, General Ledger, Analysis, Sarbanes-Oxley Act, Process Improvement, Risk Management, Accounts Payable, Microsoft Word, CPA, Financial Services, Budgets, Financial Modeling, Financial Statements, Enterprise Risk..., Payroll, SEC filings, Sarbanes-Oxley, US GAAP
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master of Accounting, Information Systems
University of Kansas 2009 — 2011
Bachelor's of Science, Accounting
Jonathan Kocon, CPA, EA, MAcc, MT's CBIZ MHM, LLC Experience January 2012 - October 2013
Job Tax Accountant
Industry Accounting
Experience
Skoda Minotti October 2013 - January 2015
CBIZ MHM, LLC January 2012 - October 2013
Augenstein, Gabriele & Mapes CPAs, LLC September 2010 - August 2011
Skills
Accounting, Financial Reporting, Financial Accounting, QuickBooks, Tax, Journal Entries, Tax Preparation, Income Tax, GAAP, Tax Returns, Payroll, Financial Analysis, Financial Statements
Education
The University of Akron 2011 — 2013
Master of Taxation
The Ohio State University - The Max M. Fisher College of Business 2009 — 2010
Master of Accounting
The Ohio State University - The Max M. Fisher College of Business 2007 — 2010
Bachelor of Science (B.S.), Accounting
The Ohio State University
Skoda Minotti October 2013 - January 2015
CBIZ MHM, LLC January 2012 - October 2013
Augenstein, Gabriele & Mapes CPAs, LLC September 2010 - August 2011
Skills
Accounting, Financial Reporting, Financial Accounting, QuickBooks, Tax, Journal Entries, Tax Preparation, Income Tax, GAAP, Tax Returns, Payroll, Financial Analysis, Financial Statements
Education
The University of Akron 2011 — 2013
Master of Taxation
The Ohio State University - The Max M. Fisher College of Business 2009 — 2010
Master of Accounting
The Ohio State University - The Max M. Fisher College of Business 2007 — 2010
Bachelor of Science (B.S.), Accounting
The Ohio State University
Robert Kahn's CBIZ MHM, LLC Experience 1993 - 1995
Job Managing Partner , Green Key Resources LLC
Industry Staffing and Recruiting
Experience
Green Key Resources 2001 - Present
Merrill Lynch 1996 - 1998
CBIZ MHM, LLC 1993 - 1995
Skills
Executive Search, Temporary Placement, Temporary Staffing, Private Equity, Recruiting, Fund Of Funds, Hedge Funds, Human Resources, Contract Recruitment, Permanent Placement, Financial Services, Investment Banking, Fixed Income, SEC filings, Leadership, Accounting, Management, Alternative Investments, Talent Acquisition, Fund Accounting, Internet Recruiting, Asset Management, Staffing Services, Industrial Sector, Partnership Accounting, Fund Administration, Equities, Corporate Finance, Benefits Negotiation, Big 4, CFOs, Controllers, Tax Preparation, Internal Audit, Public Sector Accounting, Applicant Tracking..., Screening Resumes, Financial Reporting, Financial Analysis, Auditing, Executive Staffing, Finance, Talent Management, Search, SEC Filings, Financial Modeling
Education
State University of New York College at Oneonta 1989 — 1993
BA
East Meadow High School
Green Key Resources 2001 - Present
Merrill Lynch 1996 - 1998
CBIZ MHM, LLC 1993 - 1995
Skills
Executive Search, Temporary Placement, Temporary Staffing, Private Equity, Recruiting, Fund Of Funds, Hedge Funds, Human Resources, Contract Recruitment, Permanent Placement, Financial Services, Investment Banking, Fixed Income, SEC filings, Leadership, Accounting, Management, Alternative Investments, Talent Acquisition, Fund Accounting, Internet Recruiting, Asset Management, Staffing Services, Industrial Sector, Partnership Accounting, Fund Administration, Equities, Corporate Finance, Benefits Negotiation, Big 4, CFOs, Controllers, Tax Preparation, Internal Audit, Public Sector Accounting, Applicant Tracking..., Screening Resumes, Financial Reporting, Financial Analysis, Auditing, Executive Staffing, Finance, Talent Management, Search, SEC Filings, Financial Modeling
Education
State University of New York College at Oneonta 1989 — 1993
BA
East Meadow High School
Kari Barker, CPA's CBIZ MHM, LLC Experience January 2006 - June 2011
Job
Industry Accounting
Experience
Total Joint Orthopedics, Inc. June 2011 - Present
CBIZ MHM, LLC January 2006 - June 2011
PRG Schultz, Inc. December 2003 - January 2006
PRG Schultz, Inc. 2003 - 2006
Skills
GAAP, Internal Controls, Auditing, Financial Reporting, Accounting, US GAAP, Financial Accounting, CPA, Sarbanes-Oxley Act, Financial Statements
Education
University of Utah - David Eccles School of Business 2007 — 2009
MBA
Weber State University 2000 — 2003
BS
Southern Utah University 1998 — 2000
Total Joint Orthopedics, Inc. June 2011 - Present
CBIZ MHM, LLC January 2006 - June 2011
PRG Schultz, Inc. December 2003 - January 2006
PRG Schultz, Inc. 2003 - 2006
Skills
GAAP, Internal Controls, Auditing, Financial Reporting, Accounting, US GAAP, Financial Accounting, CPA, Sarbanes-Oxley Act, Financial Statements
Education
University of Utah - David Eccles School of Business 2007 — 2009
MBA
Weber State University 2000 — 2003
BS
Southern Utah University 1998 — 2000
Joel Kramer's CBIZ MHM, LLC Experience 1984 - Present
Job Managing Director at CBIZ, Inc. Specializing in Business and Tax Consulting
Industry Accounting
Experience
Mayer Hoffman McCann P.C. 2004 - Present
CBIZ MHM, LLC 1984 - Present
Associated Asset Management (AAM) 2005 - 2013
Phoenix Suns 1978 - 1983
Skills
Tax Advisory, Business Planning, Business Valuation, Litigation Support, Professional Services, Healthcare, Personal Tax Planning, Tax, Accounting, Management Consulting, Mergers & Acquisitions, Finance, Start-ups, Real Estate, Management, Contract Negotiation, Insurance, Financial Analysis, CPA, Due Diligence, Small Business, Financial Reporting, GAAP, Forensic Accounting
Education
San Diego State University-California State University 1973 — 1978
Bachelor's degree, Accounting
Mayer Hoffman McCann P.C. 2004 - Present
CBIZ MHM, LLC 1984 - Present
Associated Asset Management (AAM) 2005 - 2013
Phoenix Suns 1978 - 1983
Skills
Tax Advisory, Business Planning, Business Valuation, Litigation Support, Professional Services, Healthcare, Personal Tax Planning, Tax, Accounting, Management Consulting, Mergers & Acquisitions, Finance, Start-ups, Real Estate, Management, Contract Negotiation, Insurance, Financial Analysis, CPA, Due Diligence, Small Business, Financial Reporting, GAAP, Forensic Accounting
Education
San Diego State University-California State University 1973 — 1978
Bachelor's degree, Accounting
Alberto Preciado's CBIZ MHM, LLC Experience September 2007 - January 2011
Job Senior Accountant at City of Tustin
Industry Government Administration
Experience
Alberto Preciado Consulting October 2013 - Present
City of Tustin December 2011 - Present
Marcum LLP February 2011 - July 2011
Mayer Hoffman McCann P.C. September 2007 - January 2011
CBIZ September 2007 - January 2011
CBIZ MHM, LLC September 2007 - January 2011
Skills
US GAAP, Auditing, Accounting, Non-profits, Govermental Accounting, Compliance, Local Government, Financial Reporting, Internal Controls, GAAP, Accounts Payable, Financial Accounting, General Ledger, Accounts Receivable, Assurance, Reconciliation, Account Reconciliation, Accruals, Customer Service
Education
San Diego State University-California State University 2006 — 2007
B.S., Accounting
Stanford University
Alberto Preciado Consulting October 2013 - Present
City of Tustin December 2011 - Present
Marcum LLP February 2011 - July 2011
Mayer Hoffman McCann P.C. September 2007 - January 2011
CBIZ September 2007 - January 2011
CBIZ MHM, LLC September 2007 - January 2011
Skills
US GAAP, Auditing, Accounting, Non-profits, Govermental Accounting, Compliance, Local Government, Financial Reporting, Internal Controls, GAAP, Accounts Payable, Financial Accounting, General Ledger, Accounts Receivable, Assurance, Reconciliation, Account Reconciliation, Accruals, Customer Service
Education
San Diego State University-California State University 2006 — 2007
B.S., Accounting
Stanford University
Robin Maxwell's CBIZ MHM, LLC Experience 1999 - 2005
Job Controller at Roof Structures, Inc.
Industry Construction
Experience
Roof Structures, Inc. June 2007 - Present
Stryker June 2005 - June 2007
CBIZ MHM, LLC 1999 - 2005
Skills
Internal Controls, Contract Management, Auditing, Strategic Planning, Cash Flow, Microsoft Office, Contract Negotiation, Financial Accounting, Project Planning, Managerial Finance, Account Reconciliation
Education
Santa Clara University 1995 — 1997
Bachelor of Science (B.S.), Accounting
Roof Structures, Inc. June 2007 - Present
Stryker June 2005 - June 2007
CBIZ MHM, LLC 1999 - 2005
Skills
Internal Controls, Contract Management, Auditing, Strategic Planning, Cash Flow, Microsoft Office, Contract Negotiation, Financial Accounting, Project Planning, Managerial Finance, Account Reconciliation
Education
Santa Clara University 1995 — 1997
Bachelor of Science (B.S.), Accounting
Iva Coll's CBIZ MHM, LLC Experience 2003 - 2006
Job Sr. Internal Audit Manager
Industry Accounting
Brenda Verduzco's CBIZ MHM, LLC Experience January 2014 - Present
Job Experienced Audit and Accounting Professional
Industry Accounting
Experience
Mayer Hoffman McCann P.C. January 2014 - Present
CBIZ MHM, LLC January 2014 - Present
Mayer Hoffman McCann PC July 2001 - December 2013
Education
San Diego State University-California State University 1997 — 2001
Mayer Hoffman McCann P.C. January 2014 - Present
CBIZ MHM, LLC January 2014 - Present
Mayer Hoffman McCann PC July 2001 - December 2013
Education
San Diego State University-California State University 1997 — 2001
Justin Reppy's CBIZ MHM, LLC Experience 2002 - 2003
Job Principal at Abeles and Hoffman PC
Industry Accounting
Experience
Abeles & Hoffman, P.C. December 2012 - Present
CliftonLarsonAllen January 2012 - December 2012
LarsonAllen June 2006 - December 2011
Larson Allen LLP June 2006 - December 2011
PricewaterhouseCoopers September 2003 - June 2006
PwC 2003 - 2006
CBIZ MHM, LLC 2002 - 2003
Arthur Andersen LLP 2001 - 2001
Skills
Tax, GAAP, Corporate Tax, Tax Research, Income Tax, Auditing, Tax Preparation, Financial Reporting, CPA, Tax Accounting, Accounting, Tax Returns, Partnership Taxation, Fixed Assets, Small Business
Education
Southern Illinois University, Carbondale 1998 — 2002
Master of Science, Accounting, Specialization in taxation
CCHS 1994 — 1998
Abeles & Hoffman, P.C. December 2012 - Present
CliftonLarsonAllen January 2012 - December 2012
LarsonAllen June 2006 - December 2011
Larson Allen LLP June 2006 - December 2011
PricewaterhouseCoopers September 2003 - June 2006
PwC 2003 - 2006
CBIZ MHM, LLC 2002 - 2003
Arthur Andersen LLP 2001 - 2001
Skills
Tax, GAAP, Corporate Tax, Tax Research, Income Tax, Auditing, Tax Preparation, Financial Reporting, CPA, Tax Accounting, Accounting, Tax Returns, Partnership Taxation, Fixed Assets, Small Business
Education
Southern Illinois University, Carbondale 1998 — 2002
Master of Science, Accounting, Specialization in taxation
CCHS 1994 — 1998
Alison Barresi's CBIZ MHM, LLC Experience January 1991 - August 1999
Job Senior Manager at Crowe Horwath LLP
Industry Accounting
Experience
Home Senior ManagerCrowe Horwath LLPMarch 2009 - December 2014
Retired April 2008 - March 2009
RSM McGladrey August 2002 - April 2008
CBIZ MHM, LLC January 1991 - August 1999
Belden & Blake, Inc. May 1988 - January 1991
KPMG Peat Marwick 1981 - 1988
Education
Aurora High School
The University of Akron
MT, Taxation
The University of Akron
BS, Accounting
Home Senior ManagerCrowe Horwath LLPMarch 2009 - December 2014
Retired April 2008 - March 2009
RSM McGladrey August 2002 - April 2008
CBIZ MHM, LLC January 1991 - August 1999
Belden & Blake, Inc. May 1988 - January 1991
KPMG Peat Marwick 1981 - 1988
Education
Aurora High School
The University of Akron
MT, Taxation
The University of Akron
BS, Accounting
Chris Carroll, CPA's CBIZ MHM, LLC Experience January 2013 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2013 - Present
CBIZ MHM, LLC. August 2009 - December 2012
CBIZ MHM, LLC. January 2008 - July 2009
CBIZ MHM, LLC. January 2007 - April 2007
Graf Growers 2001 - 2007
Skills
CPA, Business Tax Planning, Personal Tax Planning, Corporate Tax, Financial Reporting, US GAAP, Financial Accounting, Auditing, Tax Research, Tax Preparation, Tax, Sarbanes-Oxley Act, Income Tax, General Ledger, Partnership Taxation, GAAP, Accounting, Financial Analysis
Education
The University of Akron 2009 — 2012
Master's degree, Taxation
The University of Akron 2003 — 2007
ACCOUNTING
CBIZ MHM, LLC January 2013 - Present
CBIZ MHM, LLC. August 2009 - December 2012
CBIZ MHM, LLC. January 2008 - July 2009
CBIZ MHM, LLC. January 2007 - April 2007
Graf Growers 2001 - 2007
Skills
CPA, Business Tax Planning, Personal Tax Planning, Corporate Tax, Financial Reporting, US GAAP, Financial Accounting, Auditing, Tax Research, Tax Preparation, Tax, Sarbanes-Oxley Act, Income Tax, General Ledger, Partnership Taxation, GAAP, Accounting, Financial Analysis
Education
The University of Akron 2009 — 2012
Master's degree, Taxation
The University of Akron 2003 — 2007
ACCOUNTING
Keith Amerman, CPA's CBIZ MHM, LLC Experience 1994 - 2005
Job Manager at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP 2005 - Present
CBIZ MHM, LLC 1994 - 2005
Skills
Auditing, Financial Reporting, US GAAP, Nonprofits, Financial Statements, GAAP, Financial Accounting, Partnership Taxation, Tax Research, Tax, SEC filings, Sarbanes-Oxley Act, CPA, Accounting, Forensic Accounting, QuickBooks, External Audit, Corporate Tax, Financial Analysis, Tax Preparation, Internal Controls, General Ledger, Income Tax
Education
Temple University - Fox School of Business and Management
BBS, Accounting
CohnReznick LLP 2005 - Present
CBIZ MHM, LLC 1994 - 2005
Skills
Auditing, Financial Reporting, US GAAP, Nonprofits, Financial Statements, GAAP, Financial Accounting, Partnership Taxation, Tax Research, Tax, SEC filings, Sarbanes-Oxley Act, CPA, Accounting, Forensic Accounting, QuickBooks, External Audit, Corporate Tax, Financial Analysis, Tax Preparation, Internal Controls, General Ledger, Income Tax
Education
Temple University - Fox School of Business and Management
BBS, Accounting
Emily Noll's CBIZ MHM, LLC Experience May 2015 - Present
Job National Director of Wellness at CBIZ Benefits and Insurance Services Inc
Industry Health, Wellness and Fitness
Experience
CBIZ MHM, LLC May 2015 - Present
CBIZ Benefits and Insurance Services Inc April 2013 - Present
Adventist HealthCare July 2012 - March 2013
LifeWork Strategies April 2005 - June 2012
American Institutes for Research January 2001 - May 2006
Skills
Employee Relations, Employee Benefits, Organizational..., Talent Management, Coaching, Training, Deferred Compensation, Performance Management, Strategic Planning, Management, Healthcare, Employee Wellness, Wellness, Leadership Development, Human Resources
Education
The Johns Hopkins University 2002 — 2004
MS, Counseling
University of North Florida 1996 — 1999
BA, Psychology
Our Lady of Good Counsel High School 1993 — 1996
High School
CBIZ MHM, LLC May 2015 - Present
CBIZ Benefits and Insurance Services Inc April 2013 - Present
Adventist HealthCare July 2012 - March 2013
LifeWork Strategies April 2005 - June 2012
American Institutes for Research January 2001 - May 2006
Skills
Employee Relations, Employee Benefits, Organizational..., Talent Management, Coaching, Training, Deferred Compensation, Performance Management, Strategic Planning, Management, Healthcare, Employee Wellness, Wellness, Leadership Development, Human Resources
Education
The Johns Hopkins University 2002 — 2004
MS, Counseling
University of North Florida 1996 — 1999
BA, Psychology
Our Lady of Good Counsel High School 1993 — 1996
High School
Rosalind Edwards, CPA, MT's CBIZ MHM, LLC Experience January 2015 - Present
Job Tax Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
CBIZ July 1998 - December 2014
Spector & Saulino November 1992 - July 1998
Coopers & Lybrand November 1983 - October 1992
Sorkin, Thayer & Co. July 1979 - November 1983
Skills
Tax, Tax Research, Partnership Taxation, Tax Preparation, Corporate Tax, CPA, Income Tax, Accounting, Tax Advisory, Manufacturing
Education
The University of Akron 1984 — 1989
Master's degree, Taxation
The University of Akron 1975 — 1979
Bachelor of Science (BS), Accounting
CBIZ MHM, LLC January 2015 - Present
CBIZ July 1998 - December 2014
Spector & Saulino November 1992 - July 1998
Coopers & Lybrand November 1983 - October 1992
Sorkin, Thayer & Co. July 1979 - November 1983
Skills
Tax, Tax Research, Partnership Taxation, Tax Preparation, Corporate Tax, CPA, Income Tax, Accounting, Tax Advisory, Manufacturing
Education
The University of Akron 1984 — 1989
Master's degree, Taxation
The University of Akron 1975 — 1979
Bachelor of Science (BS), Accounting
Estelle Kilker's CBIZ MHM, LLC Experience 2004 - Present
Job Senior Associate at CBIZ
Industry Accounting
Experience
CBIZ January 2004 - Present
Mayer Hoffman McCann P.C. 2004 - Present
CBIZ MHM, LLC 2004 - Present
Education
The University of Akron 2005 — 2006
MBA, Finance
The University of Akron 2000 — 2004
BS, Accounting
CBIZ January 2004 - Present
Mayer Hoffman McCann P.C. 2004 - Present
CBIZ MHM, LLC 2004 - Present
Education
The University of Akron 2005 — 2006
MBA, Finance
The University of Akron 2000 — 2004
BS, Accounting
Fred Hinkle's CBIZ MHM, LLC Experience January 2009 - Present
Job Lead Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2009 - Present
CBIZ MHM, LLC January 1994 - December 2008
Coopers & Lybrand September 1991 - December 1993
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Risk Management, GAAP, Internal Controls, Auditing, Fair Value, US GAAP, CPA, Revenue Recognition, External Audit, General Ledger, Budgets, Tax, Corporate Tax, Mergers & Acquisitions
Education
The University of Akron 1986 — 1991
BS, Accounting
CBIZ MHM, LLC January 2009 - Present
CBIZ MHM, LLC January 1994 - December 2008
Coopers & Lybrand September 1991 - December 1993
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Risk Management, GAAP, Internal Controls, Auditing, Fair Value, US GAAP, CPA, Revenue Recognition, External Audit, General Ledger, Budgets, Tax, Corporate Tax, Mergers & Acquisitions
Education
The University of Akron 1986 — 1991
BS, Accounting
Brian Ayers's CBIZ MHM, LLC Experience June 2007 - Present
Job Director CBIZ MHM, LLC, Corporate Recovery Services
Industry Accounting
Experience
CBIZ MHM, LLC June 2007 - Present
BDO Seidman, LLP October 2005 - June 2007
Intelligroup, Inc January 1998 - September 2005
Skills
Operational Turnaround, Debt Restructuring, Strategic Financial..., Restructuring, Finance, Forensic Accounting, Due Diligence, Financial Analysis, Mergers & Acquisitions
Education
Syracuse University 1990 — 1994
BA, Econ/Finance
WM high school
CBIZ MHM, LLC June 2007 - Present
BDO Seidman, LLP October 2005 - June 2007
Intelligroup, Inc January 1998 - September 2005
Skills
Operational Turnaround, Debt Restructuring, Strategic Financial..., Restructuring, Finance, Forensic Accounting, Due Diligence, Financial Analysis, Mergers & Acquisitions
Education
Syracuse University 1990 — 1994
BA, Econ/Finance
WM high school
Jill Baird's CBIZ MHM, LLC Experience October 2008 - August 2010
Job Controller/Office Manager at Summit Sales & Equipment
Industry Accounting
Experience
Summit Sales & Equipment/SIW December 2014 - Present
Dyer, Hughes, Roche Inc. November 2014 - December 2014
ProSep. February 2013 - March 2014
Noble Davis Consulting, Inc. March 2011 - August 2012
CBIZ MHM & Mayer Hoffman McCann P.C. August 2010 - March 2011
CBIZ MHM, LLC October 2008 - August 2010
J. HORST MANUFACTURING CO March 2007 - July 2008
J. SHOULER-Baird Accounting & Pension Services January 2005 - December 2007
National City Bank May 2002 - June 2005
Western Reserve Group January 1996 - January 2002
Skills
Accounting, General Ledger, QuickBooks, Financial Statements, Payroll, Bank Reconciliation, Cash Management, Budgets, Bookkeeping, Management Accounting, Accounting System, Customer Service, PowerPoint, Invoicing, Consulting, 401k, Tax Preparation, Account Reconciliation, Tax, GAAP, CPA
Education
The College of Wooster 1982 — 1987
Bachelor's Degree, B.A. Mathematical Sciences
University of Phoenix 2001 — 2003
Bachelor's Degree, B.S. Business/Accounting
Datair Seminar
The American Insurance Institute
The University of Akron
Various accounting courses
Summit Sales & Equipment/SIW December 2014 - Present
Dyer, Hughes, Roche Inc. November 2014 - December 2014
ProSep. February 2013 - March 2014
Noble Davis Consulting, Inc. March 2011 - August 2012
CBIZ MHM & Mayer Hoffman McCann P.C. August 2010 - March 2011
CBIZ MHM, LLC October 2008 - August 2010
J. HORST MANUFACTURING CO March 2007 - July 2008
J. SHOULER-Baird Accounting & Pension Services January 2005 - December 2007
National City Bank May 2002 - June 2005
Western Reserve Group January 1996 - January 2002
Skills
Accounting, General Ledger, QuickBooks, Financial Statements, Payroll, Bank Reconciliation, Cash Management, Budgets, Bookkeeping, Management Accounting, Accounting System, Customer Service, PowerPoint, Invoicing, Consulting, 401k, Tax Preparation, Account Reconciliation, Tax, GAAP, CPA
Education
The College of Wooster 1982 — 1987
Bachelor's Degree, B.A. Mathematical Sciences
University of Phoenix 2001 — 2003
Bachelor's Degree, B.S. Business/Accounting
Datair Seminar
The American Insurance Institute
The University of Akron
Various accounting courses
Scott Schoenstadt, CPA, CGMA's CBIZ MHM, LLC Experience November 2003 - August 2011
Job Director of Tax Services at Morison Cogen LLP
Industry Accounting
Experience
Morison Cogen LLP August 2011 - Present
Morison Cogen LLP August 2011 - January 2012
CBIZ MHM, LLC November 2003 - August 2011
Carrow Doyle & Associates October 2001 - November 2003
CBIZ MHM, LLC December 1987 - October 2001
Zelenkofske Axelrod December 1987 - October 2001
Fishbein & Company, P.C. July 1985 - December 1987
Skills
Tax Preparation, Tax Research, Tax Compliance, Tax Controversy, Tax Audits, FAS109, Entity Selection, Tax Planning, Partnership Taxation, Corporate Tax, S Corporations, High Net Worth..., Financial Planners, Non-profits, Trusts, Private Foundations, Accounting, Tax, Financial Reporting, CPA, Auditing, Tax Accounting, Tax Advisory, Tax Returns, Nonprofits, Financial Analysis, Income Tax, Tax Law, General Ledger, Financial Accounting, GAAP, International Tax
Education
Millersville University of Pennsylvania 1982 — 1985
B.A., Business Administration (Accounting)
Temple University 1980 — 1982
n/a, Psychology / Philosophy
Morison Cogen LLP August 2011 - Present
Morison Cogen LLP August 2011 - January 2012
CBIZ MHM, LLC November 2003 - August 2011
Carrow Doyle & Associates October 2001 - November 2003
CBIZ MHM, LLC December 1987 - October 2001
Zelenkofske Axelrod December 1987 - October 2001
Fishbein & Company, P.C. July 1985 - December 1987
Skills
Tax Preparation, Tax Research, Tax Compliance, Tax Controversy, Tax Audits, FAS109, Entity Selection, Tax Planning, Partnership Taxation, Corporate Tax, S Corporations, High Net Worth..., Financial Planners, Non-profits, Trusts, Private Foundations, Accounting, Tax, Financial Reporting, CPA, Auditing, Tax Accounting, Tax Advisory, Tax Returns, Nonprofits, Financial Analysis, Income Tax, Tax Law, General Ledger, Financial Accounting, GAAP, International Tax
Education
Millersville University of Pennsylvania 1982 — 1985
B.A., Business Administration (Accounting)
Temple University 1980 — 1982
n/a, Psychology / Philosophy
Jennifer Hura-Boehlke's CBIZ MHM, LLC Experience August 1999 - Present
Job Senior Manager at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC August 1999 - Present
Cohen & Company January 1995 - May 1999
Skills
Tax, Corporate Tax, Income Tax, Tax Preparation, Accounting, CPA, State Tax
Education
The University of Akron 1991 — 1995
B.S., Accounting
CBIZ MHM, LLC August 1999 - Present
Cohen & Company January 1995 - May 1999
Skills
Tax, Corporate Tax, Income Tax, Tax Preparation, Accounting, CPA, State Tax
Education
The University of Akron 1991 — 1995
B.S., Accounting
Brian Davison's CBIZ MHM, LLC Experience 1995 - 1998
Job Staff Vice President Domestic Taxes at Leggett & Platt
Industry Furniture
Experience
Leggett & Platt 2002 - Present
Galamet, Inc. 1999 - 2002
CBIZ 1998 - 1999
CBIZ MHM, LLC 1995 - 1998
BKD, LLC 1988 - 1995
Skills
Property Tax, Operations Management
Education
Southwest Baptist University 1984 — 1988
BS, Accounting and Business Administration
Nevada High School
Leggett & Platt 2002 - Present
Galamet, Inc. 1999 - 2002
CBIZ 1998 - 1999
CBIZ MHM, LLC 1995 - 1998
BKD, LLC 1988 - 1995
Skills
Property Tax, Operations Management
Education
Southwest Baptist University 1984 — 1988
BS, Accounting and Business Administration
Nevada High School
Carlie Bittel, CPA's CBIZ MHM, LLC Experience January 2011 - October 2013
Job Owner Bittel Books & Taxes // Accounting, Tax, & Planning // bittelbooks.com
Industry Accounting
Experience
Bittel Books & Taxes October 2013 - Present
CBIZ MHM, LLC January 2011 - October 2013
University of Kansas Athletics August 2009 - December 2010
The University of Kansas School of Business August 2007 - December 2009
Ernst & Young January 2009 - April 2009
Thermo Fisher May 2008 - August 2008
Memorial Corporation Student Union Activities May 2007 - April 2008
Memorial Corporation Student Union Activities May 2006 - April 2007
Skills
Partnership Taxation, Tax Compliance, Accounting, Tax, Audit, Non-profits, Reviews, Compilation Of..., Charity Work, Not for Profit, Bookkeeping, Financial Analysis, Financial Reporting, Financial Accounting, Financial Audits, Internal Controls, Financial Risk, Bank Reconciliation, Mortgage Banking, Trust Services, Auditing, Financial Statements, GAAP, Tax Preparation, US GAAP, Tax Accounting, Finance, Corporate Tax, CPA, Nonprofits, Tax Research, SEC filings, Income Tax, QuickBooks
Education
University of Kansas 2009 — 2010
Master, Accounting
University of Kansas 2005 — 2008
Bachelor of Science, Accounting
Bittel Books & Taxes October 2013 - Present
CBIZ MHM, LLC January 2011 - October 2013
University of Kansas Athletics August 2009 - December 2010
The University of Kansas School of Business August 2007 - December 2009
Ernst & Young January 2009 - April 2009
Thermo Fisher May 2008 - August 2008
Memorial Corporation Student Union Activities May 2007 - April 2008
Memorial Corporation Student Union Activities May 2006 - April 2007
Skills
Partnership Taxation, Tax Compliance, Accounting, Tax, Audit, Non-profits, Reviews, Compilation Of..., Charity Work, Not for Profit, Bookkeeping, Financial Analysis, Financial Reporting, Financial Accounting, Financial Audits, Internal Controls, Financial Risk, Bank Reconciliation, Mortgage Banking, Trust Services, Auditing, Financial Statements, GAAP, Tax Preparation, US GAAP, Tax Accounting, Finance, Corporate Tax, CPA, Nonprofits, Tax Research, SEC filings, Income Tax, QuickBooks
Education
University of Kansas 2009 — 2010
Master, Accounting
University of Kansas 2005 — 2008
Bachelor of Science, Accounting
Donald Faul's CBIZ MHM, LLC Experience July 1985 - Present
Job Managing Director at CBIZ
Industry Accounting
Experience
Mayer Hoffman McCann 2003 - Present
CBIZ MHM, LLC July 1985 - Present
Zelenkofske Axelrod and Company 1983 - 1997
Skills
Business Services, Accounting, Tax, Financial Reporting, Corporate Tax, Forensic Accounting, Auditing, Tax Preparation, GAAP, Health Care..., Senior Housing, Not-for-profit, Cash Management, Tax Research, Partnership Taxation, Financial Accounting, SEC filings, Management Consulting, Not for Profit, General Ledger, Managerial Finance, US GAAP, Tax Accounting, Financial Statements, Internal Controls, Retirement Homes, SEC Filings, Income Tax
Education
Temple University - Fox School of Business and Management 1978 — 1981
BBA, Accounting
Mayer Hoffman McCann 2003 - Present
CBIZ MHM, LLC July 1985 - Present
Zelenkofske Axelrod and Company 1983 - 1997
Skills
Business Services, Accounting, Tax, Financial Reporting, Corporate Tax, Forensic Accounting, Auditing, Tax Preparation, GAAP, Health Care..., Senior Housing, Not-for-profit, Cash Management, Tax Research, Partnership Taxation, Financial Accounting, SEC filings, Management Consulting, Not for Profit, General Ledger, Managerial Finance, US GAAP, Tax Accounting, Financial Statements, Internal Controls, Retirement Homes, SEC Filings, Income Tax
Education
Temple University - Fox School of Business and Management 1978 — 1981
BBA, Accounting
Marie McGuire's CBIZ MHM, LLC Experience September 1996 - Present
Job Sr. Manager at CBIZ MHM LLC
Industry Accounting
Experience
CBIZ MHM LLC September 1996 - Present
Assessment Systems Inc. 1984 - 1995
Skills
CPA, Auditing, Tax Research, Tax Preparation, Partnership Taxation, GAAP, Accounting, Tax, Forensic Accounting, US GAAP, Income Tax, Corporate Tax, SEC filings
Education
Temple University
MBA, Accounting
CBIZ MHM LLC September 1996 - Present
Assessment Systems Inc. 1984 - 1995
Skills
CPA, Auditing, Tax Research, Tax Preparation, Partnership Taxation, GAAP, Accounting, Tax, Forensic Accounting, US GAAP, Income Tax, Corporate Tax, SEC filings
Education
Temple University
MBA, Accounting
Theresa (Bowen) Palladino, MBA, CPA's CBIZ MHM, LLC Experience July 2001 - August 2004
Job Assistant Finance Director at Erickson Living
Industry Hospital & Health Care
Experience
Erickson Living July 2014 - Present
Londonderry on the Tred Avon Retirement Community August 2004 - July 2014
CBIZ MHM, LLC July 2001 - August 2004
Miles & Stockbridge P.C. July 1998 - July 2001
Skills
Financial Reporting, GAAP, Financial Analysis, Budget Process, Variance Analysis, Full P&L Responsibility, Strategic Planning, Trusted Business Partner, Influence At All Levels, Business Planning, Operational Process..., Enterprise Risk..., Legal Issues, Trend Analysis, Financial Modeling, Value Added Analysis, Asset Protection, Internal Controls, Compliance, Covenant Compliance, Financial Audits, Operational Risk..., Cash Management, Continuous Improvement, Information Systems, Strategic Partnerships, Strategic Financial..., Capital Markets, Capital Budgeting, Dependable Team Player, Building Relationships, Business Relationship..., Board of Directors, Committees, Employee Relations, Staff Development, Human Resources, Recruiting, Employee Handbooks, Employee Evaluation, Employee Benefits, Banking Relationships, Mergers & Acquisitions, Due Diligence, Enthusiasm to learn, Team Facilitation, Critical Thinking, Analytic Problem Solving, Opportunity...
Education
Salisbury University - Perdue School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration
Salisbury University - Perdue School of Business 1997 — 2001
B.S., Accounting
Erickson Living July 2014 - Present
Londonderry on the Tred Avon Retirement Community August 2004 - July 2014
CBIZ MHM, LLC July 2001 - August 2004
Miles & Stockbridge P.C. July 1998 - July 2001
Skills
Financial Reporting, GAAP, Financial Analysis, Budget Process, Variance Analysis, Full P&L Responsibility, Strategic Planning, Trusted Business Partner, Influence At All Levels, Business Planning, Operational Process..., Enterprise Risk..., Legal Issues, Trend Analysis, Financial Modeling, Value Added Analysis, Asset Protection, Internal Controls, Compliance, Covenant Compliance, Financial Audits, Operational Risk..., Cash Management, Continuous Improvement, Information Systems, Strategic Partnerships, Strategic Financial..., Capital Markets, Capital Budgeting, Dependable Team Player, Building Relationships, Business Relationship..., Board of Directors, Committees, Employee Relations, Staff Development, Human Resources, Recruiting, Employee Handbooks, Employee Evaluation, Employee Benefits, Banking Relationships, Mergers & Acquisitions, Due Diligence, Enthusiasm to learn, Team Facilitation, Critical Thinking, Analytic Problem Solving, Opportunity...
Education
Salisbury University - Perdue School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration
Salisbury University - Perdue School of Business 1997 — 2001
B.S., Accounting
John Gozdzialski, CPA's CBIZ MHM, LLC Experience 2007 - October 2012
Job President of JFG Tax & Accounting, LLC
Industry Accounting
Experience
JFG Tax & Accounting, LLC June 2013 - Present
CliftonLarsonAllen October 2012 - June 2013
CBIZ MHM, LLC 2007 - October 2012
Anderson, Hager & Moe July 2002 - September 2007
Cornell, Kahler, Kosbab & Shidell, PLLP July 2001 - July 2002
Skills
ProSystem fx Tax, Sales Tax, Financial Statements, Tax, QuickBooks, Auditing, Internal Controls, Tax Preparation, Tax Law, Accounting, Financial Audits, Payroll, S Corporations, Tax Research, Tax Accounting, Income Tax, Partnership Taxation, Corporate Tax, Financial Reporting, General Ledger, Fixed Assets, Financial Accounting, US Tax, Financial Planners, Account Reconciliation, Personal Income Tax..., Payroll Taxes, Tax Advisory, State Tax, Small Business, IRS, CCH ProSystem fx, Budgets, Journal Entries, CPA, Bookkeeping, Tax Returns, Preparation
Education
The College of St. Scholastica 1998 — 2001
Bachelor, Accounting Major, Business Management Minor
JFG Tax & Accounting, LLC June 2013 - Present
CliftonLarsonAllen October 2012 - June 2013
CBIZ MHM, LLC 2007 - October 2012
Anderson, Hager & Moe July 2002 - September 2007
Cornell, Kahler, Kosbab & Shidell, PLLP July 2001 - July 2002
Skills
ProSystem fx Tax, Sales Tax, Financial Statements, Tax, QuickBooks, Auditing, Internal Controls, Tax Preparation, Tax Law, Accounting, Financial Audits, Payroll, S Corporations, Tax Research, Tax Accounting, Income Tax, Partnership Taxation, Corporate Tax, Financial Reporting, General Ledger, Fixed Assets, Financial Accounting, US Tax, Financial Planners, Account Reconciliation, Personal Income Tax..., Payroll Taxes, Tax Advisory, State Tax, Small Business, IRS, CCH ProSystem fx, Budgets, Journal Entries, CPA, Bookkeeping, Tax Returns, Preparation
Education
The College of St. Scholastica 1998 — 2001
Bachelor, Accounting Major, Business Management Minor
Michael Drennen's CBIZ MHM, LLC Experience October 1975 - Present
Job Managing Member at Mesarvey Russell & Co. LLC
Industry Accounting
Experience
CBIZ MHM, LLC October 1975 - Present
CBIZ MHM, LLC October 1975 - Present
Mesarvey Russell & Co. LLC October 1975 - Present
Education
The Ohio State University 1970 — 1974
Bachelor of Science Business Administration, Finance
CBIZ MHM, LLC October 1975 - Present
CBIZ MHM, LLC October 1975 - Present
Mesarvey Russell & Co. LLC October 1975 - Present
Education
The Ohio State University 1970 — 1974
Bachelor of Science Business Administration, Finance
Ken Tindall's CBIZ MHM, LLC Experience 1998 - Present
Job Senior Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC 1998 - Present
Skills
Tax Accounting, Corporate Tax, Income Tax, Tax, Tax Research, Tax Preparation, CPA, Partnership Taxation, Accounting
Education
San Diego State University-California State University 1986 — 1991
B.S., Accounting
CBIZ MHM, LLC 1998 - Present
Skills
Tax Accounting, Corporate Tax, Income Tax, Tax, Tax Research, Tax Preparation, CPA, Partnership Taxation, Accounting
Education
San Diego State University-California State University 1986 — 1991
B.S., Accounting
Atsuko Gatti, CPA's CBIZ MHM, LLC Experience July 2006 - September 2009
Job Sr. Equity Accountant at Intuit
Industry Accounting
Experience
Intuit March 2015 - Present
Intuit October 2009 - February 2015
CBIZ MHM, LLC July 2006 - September 2009
Skills
GAAP, Accounting, General Ledger, Financial Accounting, CPA, US GAAP, Internal Controls, SEC filings, Financial Reporting
Education
San Diego State University-California State University 2002 — 2006
B.S., Accounting
Intuit March 2015 - Present
Intuit October 2009 - February 2015
CBIZ MHM, LLC July 2006 - September 2009
Skills
GAAP, Accounting, General Ledger, Financial Accounting, CPA, US GAAP, Internal Controls, SEC filings, Financial Reporting
Education
San Diego State University-California State University 2002 — 2006
B.S., Accounting
Galina Roytman, CPA's CBIZ MHM, LLC Experience July 2006 - January 2011
Job Tax Supervisor
Industry Accounting
Experience
Miller Kaplan Arase LLP December 2011 - Present
CBIZ MHM, LLC July 2006 - January 2011
XL Care Home Health Agency Inc October 2002 - December 2005
Skills
GoSystem Tax RS, ProSystem fx Tax, BNA Income Tax Planner, GoSystem Audit, Caseware, QuickBooks, Microsoft Word, Microsoft Excel, Power Point Presentation
Education
University of California, Santa Barbara 2004 — 2006
B.A, Business Economics emphasis in Accounting
Santa Monica College 2002 — 2004
Accounting
Miller Kaplan Arase LLP December 2011 - Present
CBIZ MHM, LLC July 2006 - January 2011
XL Care Home Health Agency Inc October 2002 - December 2005
Skills
GoSystem Tax RS, ProSystem fx Tax, BNA Income Tax Planner, GoSystem Audit, Caseware, QuickBooks, Microsoft Word, Microsoft Excel, Power Point Presentation
Education
University of California, Santa Barbara 2004 — 2006
B.A, Business Economics emphasis in Accounting
Santa Monica College 2002 — 2004
Accounting
Jeff Onell's CBIZ MHM, LLC Experience January 2001 - July 2005
Job Senior Financial Analyst at Emerson Process Management
Industry Industrial Automation
Experience
Emerson Process Management December 2012 - Present
St. Jude Medical September 2006 - August 2012
MTS Systems August 2005 - August 2006
CBIZ MHM, LLC January 2001 - July 2005
Skills
Hyperion Enterprise, Sarbanes-Oxley Act, Variance Analysis, Financial Reporting, Financial Analysis, Forecasting, Cost Accounting, Accounting, Internal Controls, Auditing, SAP, Financial Modeling, Consolidation, US GAAP, General Ledger, Essbase, Process Improvement, GAAP, Internal Audit
Education
The College of St. Scholastica 1997 — 2000
Bachelor's degree, Accounting, 3.46
Emerson Process Management December 2012 - Present
St. Jude Medical September 2006 - August 2012
MTS Systems August 2005 - August 2006
CBIZ MHM, LLC January 2001 - July 2005
Skills
Hyperion Enterprise, Sarbanes-Oxley Act, Variance Analysis, Financial Reporting, Financial Analysis, Forecasting, Cost Accounting, Accounting, Internal Controls, Auditing, SAP, Financial Modeling, Consolidation, US GAAP, General Ledger, Essbase, Process Improvement, GAAP, Internal Audit
Education
The College of St. Scholastica 1997 — 2000
Bachelor's degree, Accounting, 3.46
Ben Burge's CBIZ MHM, LLC Experience January 2011 - May 2011
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
Deloitte September 2013 - August 2014
Deloitte September 2012 - August 2013
Deloitte June 2011 - August 2011
CBIZ MHM, LLC January 2011 - May 2011
Skills
Auditing, Internal Controls, US GAAP, Accounting, Financial Accounting, Financial Reporting, Assurance, Internal Audit, GAAP, Sarbanes-Oxley Act, Financial Analysis, CPA, Financial Modeling, General Ledger, Finance, IT Audit, Accounts Payable
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master, Accounting
University of Kansas 2007 — 2011
Bachelor of Science (B.S.), Accounting
Deloitte September 2014 - Present
Deloitte September 2013 - August 2014
Deloitte September 2012 - August 2013
Deloitte June 2011 - August 2011
CBIZ MHM, LLC January 2011 - May 2011
Skills
Auditing, Internal Controls, US GAAP, Accounting, Financial Accounting, Financial Reporting, Assurance, Internal Audit, GAAP, Sarbanes-Oxley Act, Financial Analysis, CPA, Financial Modeling, General Ledger, Finance, IT Audit, Accounts Payable
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master, Accounting
University of Kansas 2007 — 2011
Bachelor of Science (B.S.), Accounting
Martine Marcillac's CBIZ MHM, LLC Experience 2006 - 2007
Job Client Onboarding Consultant
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial August 2013 - Present
Mutual of America October 2008 - Present
M & M Design Resources 2007 - 2008
Prudential Financial March 2007 - December 2007
CBIZ MHM, LLC 2006 - 2007
Skills
Series 6, Series 63, Mutual Funds, Insurance, Asset Allocation, Customer Satisfaction, Securities, Investments, Credit, Customer Service, Financial Planners, Outlook, Life Insurance, Risk Management, Sales, Employee Benefits, Microsoft Excel, Access, Strategic Financial..., Process Improvement, Accounting Management, Internal Audit, Payroll, Income Tax
Education
UCSD Extension Studies 2011 — 2012
Certificate, Accounting
San Diego State University-California State University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
LPL Financial April 2015 - Present
LPL Financial August 2013 - Present
Mutual of America October 2008 - Present
M & M Design Resources 2007 - 2008
Prudential Financial March 2007 - December 2007
CBIZ MHM, LLC 2006 - 2007
Skills
Series 6, Series 63, Mutual Funds, Insurance, Asset Allocation, Customer Satisfaction, Securities, Investments, Credit, Customer Service, Financial Planners, Outlook, Life Insurance, Risk Management, Sales, Employee Benefits, Microsoft Excel, Access, Strategic Financial..., Process Improvement, Accounting Management, Internal Audit, Payroll, Income Tax
Education
UCSD Extension Studies 2011 — 2012
Certificate, Accounting
San Diego State University-California State University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Bryan Radecky's CBIZ MHM, LLC Experience June 2010 - November 2011
Job Ohio Department of Insurance; Office of Risk Assessment
Industry Government Relations
Experience
Ohio Department of Insurance November 2011 - Present
CBIZ MHM, LLC June 2010 - November 2011
SS&G January 2005 - April 2010
Skills
CPA, AFE
Education
The University of Akron 2001 — 2005
Ohio Department of Insurance November 2011 - Present
CBIZ MHM, LLC June 2010 - November 2011
SS&G January 2005 - April 2010
Skills
CPA, AFE
Education
The University of Akron 2001 — 2005
David Lindner, CPA's CBIZ MHM, LLC Experience August 2009 - August 2012
Job Senior Accountant/Financial Analyst at Berlin Packaging
Industry Accounting
Experience
Berlin Packaging August 2012 - Present
CBIZ MHM, LLC August 2009 - August 2012
CBIZ MHM, LLC January 2007 - August 2009
CBIZ MHM, LLC May 2006 - December 2006
Scott D. McRuer, CPA, LLC May 2005 - August 2005
Skills
Auditing, Accounting, Financial Reporting, Bookkeeping, Audit, Real Estate, Tax, Tax Preparation, Employee Benefit Plan...
Education
Saint Louis University 2006 — 2006
M.S., Accounting
Saint Louis University 2002 — 2005
B.A., Accounting
Berlin Packaging August 2012 - Present
CBIZ MHM, LLC August 2009 - August 2012
CBIZ MHM, LLC January 2007 - August 2009
CBIZ MHM, LLC May 2006 - December 2006
Scott D. McRuer, CPA, LLC May 2005 - August 2005
Skills
Auditing, Accounting, Financial Reporting, Bookkeeping, Audit, Real Estate, Tax, Tax Preparation, Employee Benefit Plan...
Education
Saint Louis University 2006 — 2006
M.S., Accounting
Saint Louis University 2002 — 2005
B.A., Accounting
Kristi Sutherland's CBIZ MHM, LLC Experience May 2015 - Present
Job Business Development Manager
Industry Financial Services
Experience
CBIZ MHM, LLC May 2015 - Present
Roanoke Regional Chamber of Commerce November 2011 - May 2015
Roanoke Regional Chamber of Commerce May 2011 - November 2011
Tom James Company October 2010 - May 2011
Skills
Event Planning, Marketing Communications, Strategic Planning, Public Relations, Public Speaking, Fundraising, Leadership, Team Building
Education
University of Colorado at Boulder 1994 — 1996
Certification, Secondary Education
Texas Tech University 1989 — 1994
BA, English
CBIZ MHM, LLC May 2015 - Present
Roanoke Regional Chamber of Commerce November 2011 - May 2015
Roanoke Regional Chamber of Commerce May 2011 - November 2011
Tom James Company October 2010 - May 2011
Skills
Event Planning, Marketing Communications, Strategic Planning, Public Relations, Public Speaking, Fundraising, Leadership, Team Building
Education
University of Colorado at Boulder 1994 — 1996
Certification, Secondary Education
Texas Tech University 1989 — 1994
BA, English
Robert Baldree's CBIZ MHM, LLC Experience November 2010 - Present
Job Senior Manager Business Valuation and Advisory Services at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC November 2010 - Present
Kirkland, Russ, Murphy & Tapp, PA November 2001 - October 2010
Broyles & Rooks, P.A. June 1998 - November 2001
Skills
Business Valuation, Income Tax, Litigation Support, Accounting, Internal Controls, Financial Reporting, Forensic Accounting, Financial Accounting, Financial Analysis, Tax Advisory, Tax, CPA, Bookkeeping, Tax Returns
Education
University of South Florida 1992 — 1998
BS, Accounting
St. Petersburg College 1984 — 1990
Associate of Arts (A.A.), Business Administration and Management, General
CBIZ MHM, LLC November 2010 - Present
Kirkland, Russ, Murphy & Tapp, PA November 2001 - October 2010
Broyles & Rooks, P.A. June 1998 - November 2001
Skills
Business Valuation, Income Tax, Litigation Support, Accounting, Internal Controls, Financial Reporting, Forensic Accounting, Financial Accounting, Financial Analysis, Tax Advisory, Tax, CPA, Bookkeeping, Tax Returns
Education
University of South Florida 1992 — 1998
BS, Accounting
St. Petersburg College 1984 — 1990
Associate of Arts (A.A.), Business Administration and Management, General
Alison Maddie, CPA, MSA's CBIZ MHM, LLC Experience January 2011 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2011 - Present
Skills
CPA, GAAP, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, Financial Statements, General Ledger, US GAAP
Education
The University of Akron 2008 — 2010
Master of Science, Accounting
The University of Akron 2005 — 2009
Bachelor of Science, Accounting
CBIZ MHM, LLC January 2011 - Present
Skills
CPA, GAAP, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, Financial Statements, General Ledger, US GAAP
Education
The University of Akron 2008 — 2010
Master of Science, Accounting
The University of Akron 2005 — 2009
Bachelor of Science, Accounting
Seth Oveson, CPA's CBIZ MHM, LLC Experience 2007 - 2009
Job Clerk/Auditor at Carbon County
Industry Accounting
Experience
Carbon County February 2013 - Present
Utah State University Eastern December 2012 - February 2013
Smuin, Rich & Marsing January 2010 - November 2012
CBIZ MHM, LLC 2007 - 2009
Skills
Tax Research, Partnership Taxation, Tax Preparation, S Corporations, Construction Accounting, Corporate Tax, Income Tax, Tax Accounting, Financial Accounting, Tax, Tax Returns, Accounting, US GAAP
Education
Southern Utah University
Masters, Accounting
Carbon County February 2013 - Present
Utah State University Eastern December 2012 - February 2013
Smuin, Rich & Marsing January 2010 - November 2012
CBIZ MHM, LLC 2007 - 2009
Skills
Tax Research, Partnership Taxation, Tax Preparation, S Corporations, Construction Accounting, Corporate Tax, Income Tax, Tax Accounting, Financial Accounting, Tax, Tax Returns, Accounting, US GAAP
Education
Southern Utah University
Masters, Accounting
Kevin Dipasupil's CBIZ MHM, LLC Experience January 2006 - October 2007
Job Sr Financial Analyst
Industry Accounting
Experience
United Technologies October 2012 - Present
Solar Turbines November 2007 - October 2012
CBIZ MHM, LLC January 2006 - October 2007
Solar Turbines February 2004 - December 2005
Skills
GAAP, General Ledger, Financial Reporting, Accounting, Financial Accounting, Auditing, US GAAP, Cost Accounting, CPA, Variance Analysis, Sarbanes-Oxley Act, Financial Statements, Internal Controls, Account Reconciliation, Financial Analysis, Fixed Assets, Journal Entries, External Audit, Hyperion Enterprise, Microsoft Excel, Bookkeeping
Education
San Diego State University-California State University 2001 — 2005
Bachelor of Science (BS), Accounting
United Technologies October 2012 - Present
Solar Turbines November 2007 - October 2012
CBIZ MHM, LLC January 2006 - October 2007
Solar Turbines February 2004 - December 2005
Skills
GAAP, General Ledger, Financial Reporting, Accounting, Financial Accounting, Auditing, US GAAP, Cost Accounting, CPA, Variance Analysis, Sarbanes-Oxley Act, Financial Statements, Internal Controls, Account Reconciliation, Financial Analysis, Fixed Assets, Journal Entries, External Audit, Hyperion Enterprise, Microsoft Excel, Bookkeeping
Education
San Diego State University-California State University 2001 — 2005
Bachelor of Science (BS), Accounting
Johnnie Pfeifer's CBIZ MHM, LLC Experience October 2011 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC October 2011 - Present
Education
Southwestern College
Bachelor of Business Administration (BBA), Accounting
CBIZ MHM, LLC October 2011 - Present
Education
Southwestern College
Bachelor of Business Administration (BBA), Accounting
Dushanka (Urosevic) Klacar, CPA's CBIZ MHM, LLC Experience September 2006 - September 2009
Job Lead, Internal Audit, FICO
Industry Computer Software
Experience
FICO December 2013 - Present
LPL Financial June 2011 - November 2013
Cricket Communications March 2010 - June 2011
CBIZ MHM, LLC September 2006 - September 2009
Skills
Internal Audit, Auditing, Sarbanes-Oxley, Accounting, General Ledger, US GAAP, Financial Reporting, Internal Controls, Financial Audits, Account Reconciliation, Finance
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Science, Accounting
FICO December 2013 - Present
LPL Financial June 2011 - November 2013
Cricket Communications March 2010 - June 2011
CBIZ MHM, LLC September 2006 - September 2009
Skills
Internal Audit, Auditing, Sarbanes-Oxley, Accounting, General Ledger, US GAAP, Financial Reporting, Internal Controls, Financial Audits, Account Reconciliation, Finance
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Science, Accounting
Norman Bitterman's CBIZ MHM, LLC Experience April 2012 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC April 2012 - Present
Caliber Commercial Corporation 1994 - 2012
Skills
Loans, Tax, Accounting, Credit Analysis, Cash Flow, Underwriting, Banking, Commercial Banking, Commercial Lending, C&I Lending, Credit Risk, Financial Analysis, Risk Management, Portfolio Management, Investments, Small Business Lending, Credit
Education
Columbia University Graduate School of Business 1976 — 1980
Consumer Credit Management Program, Consumer Credit Management
Harvard University Graduate School of Business Administration 1977 — 1977
Advanced Management Program (AMP), General Management
Temple University 1962 — 1968
Master of Business Administration, Major in Finance
Elizabethtown College 1957 — 1960
Bachelor of Science (BS), Major in Accounting
CBIZ MHM, LLC April 2012 - Present
Caliber Commercial Corporation 1994 - 2012
Skills
Loans, Tax, Accounting, Credit Analysis, Cash Flow, Underwriting, Banking, Commercial Banking, Commercial Lending, C&I Lending, Credit Risk, Financial Analysis, Risk Management, Portfolio Management, Investments, Small Business Lending, Credit
Education
Columbia University Graduate School of Business 1976 — 1980
Consumer Credit Management Program, Consumer Credit Management
Harvard University Graduate School of Business Administration 1977 — 1977
Advanced Management Program (AMP), General Management
Temple University 1962 — 1968
Master of Business Administration, Major in Finance
Elizabethtown College 1957 — 1960
Bachelor of Science (BS), Major in Accounting