CBIZ MHM, LLC
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CBIZ MHM, LLC Employees
Employee
Years
Job
Industry
Gary Jones, QPA, QKA, ERPA Gary Jones, QPA, QKA, ERPA's CBIZ MHM, LLC Experience 1998 - 2002
Job Senior Retirement Plan Administrator at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions May 2011 - Present
DST Systems 2002 - 2011
CBIZ MHM, LLC 1998 - 2002
Buck Consultants 1996 - 1998
American Century Investments 1988 - 1996
Skills
Employee Benefits, Pensions, Mutual Funds, 401k, Financial Services, Retirement Planning, Retirement, Defined Contribution, ERISA, Defined Benefit, Series 6, Securities
Education
Truman State University 1984 — 1988
BS, Business Administration - Human Resources
DST Retirement Solutions May 2011 - Present
DST Systems 2002 - 2011
CBIZ MHM, LLC 1998 - 2002
Buck Consultants 1996 - 1998
American Century Investments 1988 - 1996
Skills
Employee Benefits, Pensions, Mutual Funds, 401k, Financial Services, Retirement Planning, Retirement, Defined Contribution, ERISA, Defined Benefit, Series 6, Securities
Education
Truman State University 1984 — 1988
BS, Business Administration - Human Resources
Richard Nguyen Richard Nguyen's CBIZ MHM, LLC Experience August 2011 - January 2014
Job Staff 2 at EY
Industry Management Consulting
Experience
EY February 2014 - Present
CBIZ MHM, LLC August 2011 - January 2014
CBIZ MHM, LLC January 2011 - March 2011
Southern California Law Group, PLC June 2010 - September 2010
Skills
Tax, CPA, Tax Research, Partnership Taxation, Forensic Accounting, Corporate Tax, Income Tax, GAAP, Finance, Tax Accounting, ProSystem fx Tax, US GAAP, SEC filings, Tax Preparation, SEC Filings
Education
University of California, Santa Barbara 2007 — 2011
Bachelors, Business Economics with Emphasis in Accounting
EY February 2014 - Present
CBIZ MHM, LLC August 2011 - January 2014
CBIZ MHM, LLC January 2011 - March 2011
Southern California Law Group, PLC June 2010 - September 2010
Skills
Tax, CPA, Tax Research, Partnership Taxation, Forensic Accounting, Corporate Tax, Income Tax, GAAP, Finance, Tax Accounting, ProSystem fx Tax, US GAAP, SEC filings, Tax Preparation, SEC Filings
Education
University of California, Santa Barbara 2007 — 2011
Bachelors, Business Economics with Emphasis in Accounting
Cephas Chen Cephas Chen's CBIZ MHM, LLC Experience May 2015 - Present
Job Lien Representative at Samuelsen, Gonzalez, Valenzuela & Brown LLP
Industry Legal Services
Experience
CBIZ MHM, LLC May 2015 - Present
McMaster-Carr May 2014 - April 2015
Samuelsen, Gonzalez, Valenzuela & Brown LLP October 2013 - April 2014
Law Offices of Gene J. Goldsman April 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Customer Service, English, Photoshop, Strategic Planning, Business Strategy, Program Management, Project Management, Negotiation, Team Building, Analysis, Management, Teaching, Budgets
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (BA), Political Science and International Studies
University of Madrid, Complutense 2011 — 2012
Political Science and Government
CBIZ MHM, LLC May 2015 - Present
McMaster-Carr May 2014 - April 2015
Samuelsen, Gonzalez, Valenzuela & Brown LLP October 2013 - April 2014
Law Offices of Gene J. Goldsman April 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Customer Service, English, Photoshop, Strategic Planning, Business Strategy, Program Management, Project Management, Negotiation, Team Building, Analysis, Management, Teaching, Budgets
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (BA), Political Science and International Studies
University of Madrid, Complutense 2011 — 2012
Political Science and Government
Jennifer Lee, CPA Jennifer Lee, CPA's CBIZ MHM, LLC Experience January 2009 - December 2012
Job Senior Financial Analyst
Industry Accounting
Experience
Guess? January 2014 - Present
McGladrey December 2012 - January 2014
CBIZ MHM, LLC January 2009 - December 2012
The Walt Disney Company January 2008 - December 2008
Skills
CPA, Auditing, GAAP, Accounting, Internal Controls, Financial Statements, Assurance, US GAAP, Financial Accounting, Financial Reporting, Financial Audits, Consolidation, Finance, SEC filings, SEC Filings
Education
UCLA 2004 — 2008
Bachelor of Arts (B.A.), International Economics
Guess? January 2014 - Present
McGladrey December 2012 - January 2014
CBIZ MHM, LLC January 2009 - December 2012
The Walt Disney Company January 2008 - December 2008
Skills
CPA, Auditing, GAAP, Accounting, Internal Controls, Financial Statements, Assurance, US GAAP, Financial Accounting, Financial Reporting, Financial Audits, Consolidation, Finance, SEC filings, SEC Filings
Education
UCLA 2004 — 2008
Bachelor of Arts (B.A.), International Economics
Connor Hartwell, CPA Connor Hartwell, CPA's CBIZ MHM, LLC Experience February 2011 - November 2012
Job Senior Internal Wholesaler at BNY Mellon
Industry Investment Management
Experience
BNY Mellon August 2014 - Present
BNY Mellon January 2013 - July 2014
CBIZ MHM, LLC February 2011 - November 2012
The Appetizer October 2003 - February 2011
Pacific Coast Business Times June 2009 - August 2009
Skills
Portfolio Management, Investments, Team Building, Sales, Series 7, Series 66, Mutual Funds, Strategic Financial..., Manage Client..., Financial Analysis, Private Equity, Alternative Investments, Asset Allocation, Customer Service, Hedge Funds, Microsoft Excel, Financial Reporting, Derivatives, Trading, Sarbanes-Oxley, US GAAP, Data Analysis, Internal Controls, Financial Audits, Accounting
Education
University of California, Santa Barbara 2007 — 2010
CA; Bachelor of Arts, Business Economics; Accounting
BNY Mellon August 2014 - Present
BNY Mellon January 2013 - July 2014
CBIZ MHM, LLC February 2011 - November 2012
The Appetizer October 2003 - February 2011
Pacific Coast Business Times June 2009 - August 2009
Skills
Portfolio Management, Investments, Team Building, Sales, Series 7, Series 66, Mutual Funds, Strategic Financial..., Manage Client..., Financial Analysis, Private Equity, Alternative Investments, Asset Allocation, Customer Service, Hedge Funds, Microsoft Excel, Financial Reporting, Derivatives, Trading, Sarbanes-Oxley, US GAAP, Data Analysis, Internal Controls, Financial Audits, Accounting
Education
University of California, Santa Barbara 2007 — 2010
CA; Bachelor of Arts, Business Economics; Accounting
Brooke Jensen, CPA's CBIZ MHM, LLC Experience January 2012 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2012 - Present
KPMG US June 2010 - August 2010
Skills
CPA
Education
University of Kansas - Graduate School of Business 2010 — 2011
Master's degree, Accounting
University of Kansas 2006 — 2010
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC January 2012 - Present
KPMG US June 2010 - August 2010
Skills
CPA
Education
University of Kansas - Graduate School of Business 2010 — 2011
Master's degree, Accounting
University of Kansas 2006 — 2010
Bachelor of Science (B.S.), Accounting
Casey Williamson's CBIZ MHM, LLC Experience September 1999 - February 2002
Job AVP, Treasury Manager at Lockton Companies
Industry Accounting
Experience
Lockton Companies April 2014 - Present
Lockton Companies, LLC June 2006 - March 2014
Northland Symphony Orchestra July 2007 - June 2011
Lockton Companies, LLC June 2005 - June 2006
Ernst & Young, LLP February 2002 - June 2005
Together Center October 1999 - June 2002
CBIZ MHM LLC September 1999 - February 2002
Skills
Project Management, Income Tax, Property Tax, Partnership Taxation, S Corporations, Tax Dispute Resolution, Team Management, Tax Consolidation, Tax Incentives, State Tax, Apportionment, Use Tax, Fixed Asset Management, Fixed Asset Depreciation, Microsoft Office, PeopleSoft Financial, Finance, International Tax, Tax Advisory, Variance Analysis, Cash Management, Tax Research, Consolidation, Tax Returns, Forecasting, CPA, Journal Entries, Financial Statements, Account Reconciliation, General Ledger, Budgets, PeopleSoft
Education
Truman State University 1995 — 1999
Bachelor of Science (B.S.), Accounting
Lockton Companies April 2014 - Present
Lockton Companies, LLC June 2006 - March 2014
Northland Symphony Orchestra July 2007 - June 2011
Lockton Companies, LLC June 2005 - June 2006
Ernst & Young, LLP February 2002 - June 2005
Together Center October 1999 - June 2002
CBIZ MHM LLC September 1999 - February 2002
Skills
Project Management, Income Tax, Property Tax, Partnership Taxation, S Corporations, Tax Dispute Resolution, Team Management, Tax Consolidation, Tax Incentives, State Tax, Apportionment, Use Tax, Fixed Asset Management, Fixed Asset Depreciation, Microsoft Office, PeopleSoft Financial, Finance, International Tax, Tax Advisory, Variance Analysis, Cash Management, Tax Research, Consolidation, Tax Returns, Forecasting, CPA, Journal Entries, Financial Statements, Account Reconciliation, General Ledger, Budgets, PeopleSoft
Education
Truman State University 1995 — 1999
Bachelor of Science (B.S.), Accounting
Matthew Bayer's CBIZ MHM, LLC Experience January 2013 - April 2013
Job Assurance Staff at EY
Industry Accounting
Experience
EY September 2015 - Present
Naismith Hall May 2014 - May 2015
RubinBrown LLP June 2014 - August 2014
Naismith Hall August 2011 - May 2014
University of Kansas Office of the Comptroller May 2013 - December 2013
CBIZ MHM, LLC January 2013 - April 2013
ARAMARK March 2011 - December 2012
Skills
Financial Analysis, Financial Statements, Accounting, Auditing, Tax, PeopleSoft, Financial Audits, Customer Service, Tax Returns, Human Resources, General Ledger, Tax Preparation
Education
University of Kansas 2010 — 2015
Master's degree, Accounting
EY September 2015 - Present
Naismith Hall May 2014 - May 2015
RubinBrown LLP June 2014 - August 2014
Naismith Hall August 2011 - May 2014
University of Kansas Office of the Comptroller May 2013 - December 2013
CBIZ MHM, LLC January 2013 - April 2013
ARAMARK March 2011 - December 2012
Skills
Financial Analysis, Financial Statements, Accounting, Auditing, Tax, PeopleSoft, Financial Audits, Customer Service, Tax Returns, Human Resources, General Ledger, Tax Preparation
Education
University of Kansas 2010 — 2015
Master's degree, Accounting
Danielle Eddy, CPA's CBIZ MHM, LLC Experience January 2012 - November 2013
Job Sr. Accountant at Sunland Asphalt
Industry Accounting
Experience
Sunland Asphalt November 2013 - Present
CBIZ MHM, LLC January 2012 - November 2013
University of Arizona BookStores November 2009 - November 2011
CBIZ MHM, LLC June 2011 - August 2011
Skills
Communication, Troubleshooting, Research, General Ledger, Financial Reporting, Tax, Accounts Payable, Account Reconciliation, GAAP, Tax Preparation, Financial Analysis, Internal Controls, Microsoft Excel, Financial Statements, Sarbanes-Oxley Act, Fixed Assets, Bookkeeping, Internal Audit
Education
University of Arizona 2007 — 2011
Accounting, Business/Accounting
Sunland Asphalt November 2013 - Present
CBIZ MHM, LLC January 2012 - November 2013
University of Arizona BookStores November 2009 - November 2011
CBIZ MHM, LLC June 2011 - August 2011
Skills
Communication, Troubleshooting, Research, General Ledger, Financial Reporting, Tax, Accounts Payable, Account Reconciliation, GAAP, Tax Preparation, Financial Analysis, Internal Controls, Microsoft Excel, Financial Statements, Sarbanes-Oxley Act, Fixed Assets, Bookkeeping, Internal Audit
Education
University of Arizona 2007 — 2011
Accounting, Business/Accounting
Tyler Ricossa's CBIZ MHM, LLC Experience July 2015 - Present
Job Marketing Specialist at CBIZ MHM, LLC
Industry Marketing and Advertising
Experience
CBIZ MHM, LLC July 2015 - Present
The University of Memphis September 2013 - July 2015
University of Memphis, Admissions- Recruitment & Orientation January 2012 - September 2013
Cummins Inc. May 2011 - August 2011
Skills
Gallup Top 5 Strengths:..., Leadership Development, LPI, Fundraising, Event Planning, Marketing Management, Project Management Tools, Microsoft Office, Photoshop, Training, Logistics, Social Media, Community Outreach, Public Speaking, Microsoft Excel, PowerPoint, Government, Data Analysis, Customer Service, Microsoft Word, Leadership, Time Management, Marketing
Education
The University of Memphis 2012 — 2014
Master of Business Administration (M.B.A.)
The University of Memphis 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing & Supply Chain Management
Christian Brothers High School 2003 — 2007
CBIZ MHM, LLC July 2015 - Present
The University of Memphis September 2013 - July 2015
University of Memphis, Admissions- Recruitment & Orientation January 2012 - September 2013
Cummins Inc. May 2011 - August 2011
Skills
Gallup Top 5 Strengths:..., Leadership Development, LPI, Fundraising, Event Planning, Marketing Management, Project Management Tools, Microsoft Office, Photoshop, Training, Logistics, Social Media, Community Outreach, Public Speaking, Microsoft Excel, PowerPoint, Government, Data Analysis, Customer Service, Microsoft Word, Leadership, Time Management, Marketing
Education
The University of Memphis 2012 — 2014
Master of Business Administration (M.B.A.)
The University of Memphis 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing & Supply Chain Management
Christian Brothers High School 2003 — 2007
Eve Lei, CPA Eve Lei, CPA's CBIZ MHM, LLC Experience October 2009 - September 2012
Job Tax Manager at Gursey | Schneider LLP
Industry Accounting
Experience
Gursey Schneider LLP September 2012 - Present
CBIZ MHM, LLC October 2009 - September 2012
Warner Bros. 2008 - 2008
Skills
CCH ProSystem fx, CPA, Tax Accounting, Partnership Taxation, Income Tax, Tax Preparation, Corporate Tax, Tax, ProSystem fx Tax, Tax Research
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (B.A.), International Economics/Accounting
Gursey Schneider LLP September 2012 - Present
CBIZ MHM, LLC October 2009 - September 2012
Warner Bros. 2008 - 2008
Skills
CCH ProSystem fx, CPA, Tax Accounting, Partnership Taxation, Income Tax, Tax Preparation, Corporate Tax, Tax, ProSystem fx Tax, Tax Research
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (B.A.), International Economics/Accounting
Molly Flood's CBIZ MHM, LLC Experience August 2015 - Present
Job Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2015 - Present
The KU School of Business August 2014 - May 2015
The KU School of Business August 2012 - May 2015
Deloitte May 2014 - August 2014
CBIZ MHM, LLC January 2014 - April 2014
The KU School of Business August 2013 - December 2013
KU Office of First Year Experience April 2013 - December 2013
KU Memorial Unions April 2012 - April 2013
KU Department of Student Housing August 2011 - May 2012
Skills
Event Planning, Program Management, Teaching, Budgets, Leadership, Public Relations, Community Outreach, Social Media Marketing, Accounting, Strategic Planning, Time Management, Management, Communication
Education
University of Kansas 2014 — 2015
Master's Degree, Accounting
University of Kansas 2010 — 2013
Bachelor of Science (B.S.), Accounting, Minor in Leadership Studies
CIMBA, Undergraduate, Summer 2012 2012 — 2012
International Business
Mission Viejo High School 2008 — 2010
Neuqua Valley High School 2006 — 2008
CBIZ MHM, LLC August 2015 - Present
The KU School of Business August 2014 - May 2015
The KU School of Business August 2012 - May 2015
Deloitte May 2014 - August 2014
CBIZ MHM, LLC January 2014 - April 2014
The KU School of Business August 2013 - December 2013
KU Office of First Year Experience April 2013 - December 2013
KU Memorial Unions April 2012 - April 2013
KU Department of Student Housing August 2011 - May 2012
Skills
Event Planning, Program Management, Teaching, Budgets, Leadership, Public Relations, Community Outreach, Social Media Marketing, Accounting, Strategic Planning, Time Management, Management, Communication
Education
University of Kansas 2014 — 2015
Master's Degree, Accounting
University of Kansas 2010 — 2013
Bachelor of Science (B.S.), Accounting, Minor in Leadership Studies
CIMBA, Undergraduate, Summer 2012 2012 — 2012
International Business
Mission Viejo High School 2008 — 2010
Neuqua Valley High School 2006 — 2008
Lance Willis, CPA's CBIZ MHM, LLC Experience January 2003 - Present
Job Senior Manager CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2003 - Present
Skills
Accounting, Auditing, Manufacturing, Internal Controls, Financial Accounting, Cost Accounting, Financial Audits, External Audit, Construction Accounting, CPA, Financial Statement..., Financial Statements, Financial Statement..., Financial Statement..., Government Accounting, Government Auditing, Due Diligence, US GAAP, GAAS
Education
The University of Memphis 2001 — 2003
MBA, Accounting
The University of Memphis 1996 — 1999
BBA, Accounting
Germantown High School
CBIZ MHM, LLC January 2003 - Present
Skills
Accounting, Auditing, Manufacturing, Internal Controls, Financial Accounting, Cost Accounting, Financial Audits, External Audit, Construction Accounting, CPA, Financial Statement..., Financial Statements, Financial Statement..., Financial Statement..., Government Accounting, Government Auditing, Due Diligence, US GAAP, GAAS
Education
The University of Memphis 2001 — 2003
MBA, Accounting
The University of Memphis 1996 — 1999
BBA, Accounting
Germantown High School
Drew Downing, CPA'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
Frank, Rimerman + Co. LLP September 2012 - July 2015
The University of Arizona June 2012 - July 2012
Education
University of Arizona, Eller College of Management
Master of Accounting
CBIZ MHM, LLC August 2015 - Present
Frank, Rimerman + Co. LLP September 2012 - July 2015
The University of Arizona June 2012 - July 2012
Education
University of Arizona, Eller College of Management
Master of Accounting
Morgan Sachs's CBIZ MHM, LLC Experience January 2010 - April 2010
Job Epic Recruiter at Sagacious Consultants
Industry Information Technology and Services
Experience
Sagacious Consultants October 2014 - Present
Morgan Paris Fitness LLC February 2013 - June 2015
The Resource Group - Ascension Health August 2011 - February 2013
University of Missouri August 2010 - May 2011
CBIZ MHM, LLC January 2010 - April 2010
Skills
Analysis, Recruiting, Healthcare, Nutrition, Financial Analysis, Training, Fitness, Wellness, Public Speaking, Personal Training, Strategy, Leadership, Process Improvement, Wellness Coaching, Data Analysis, Microsoft Excel, Supply Chain, Coaching, Program Management, Management, Sales, Strategic Planning
Education
University of Missouri-Columbia 2007 — 2011
Master of Accountancy (MAcc), Accounting
Trinity University 2006 — 2007
Rock Bridge High School 2003 — 2006
High School Diploma
Sagacious Consultants October 2014 - Present
Morgan Paris Fitness LLC February 2013 - June 2015
The Resource Group - Ascension Health August 2011 - February 2013
University of Missouri August 2010 - May 2011
CBIZ MHM, LLC January 2010 - April 2010
Skills
Analysis, Recruiting, Healthcare, Nutrition, Financial Analysis, Training, Fitness, Wellness, Public Speaking, Personal Training, Strategy, Leadership, Process Improvement, Wellness Coaching, Data Analysis, Microsoft Excel, Supply Chain, Coaching, Program Management, Management, Sales, Strategic Planning
Education
University of Missouri-Columbia 2007 — 2011
Master of Accountancy (MAcc), Accounting
Trinity University 2006 — 2007
Rock Bridge High School 2003 — 2006
High School Diploma
Cheryl Calhoun, CPA, MBA Cheryl Calhoun, CPA, MBA's CBIZ MHM, LLC Experience January 2000 - Present
Job Financial Services Expert Specializing in Tax & Business Management High Net Worth Individuals, Closely Held Businesses
Industry Accounting
Experience
American Lung Association July 2014 - Present
CBIZ MHM, LLC January 2000 - Present
CBIZ MHM, LLC 2005 - Present
American Lung Association 2010 - Present
Dress for Success Worldwide-West January 2011 - Present
Parks, Palmer, Turner & Yemenidjian 1985 - 2000
Skills
Tax, CPA, Managerial Finance, Income Tax, Financial Analysis, Accounting, Due Diligence, SEC filings, Financial Reporting, Mergers, Corporate Tax, Management Consulting, Management, Forensic Accounting, High Net Worth..., Non-profits, Business Planning, Investments, Nonprofits, Tax Preparation, Financial Accounting, Estate Planning, Auditing, Mergers & Acquisitions, Internal Controls, Small Business, Business Valuation, GAAP, Restructuring, Strategic Financial..., Tax Research, International Tax, Tax Accounting, Tax Advisory, Sarbanes-Oxley Act, External Audit, Revenue Recognition, Financial Statements, Financial Audits, US GAAP, Finance, QuickBooks, Financial Planning, SEC Filings
Education
UCLA
M.B.A, Accounting & Information Systems
UCLA
B.A, History
American Lung Association July 2014 - Present
CBIZ MHM, LLC January 2000 - Present
CBIZ MHM, LLC 2005 - Present
American Lung Association 2010 - Present
Dress for Success Worldwide-West January 2011 - Present
Parks, Palmer, Turner & Yemenidjian 1985 - 2000
Skills
Tax, CPA, Managerial Finance, Income Tax, Financial Analysis, Accounting, Due Diligence, SEC filings, Financial Reporting, Mergers, Corporate Tax, Management Consulting, Management, Forensic Accounting, High Net Worth..., Non-profits, Business Planning, Investments, Nonprofits, Tax Preparation, Financial Accounting, Estate Planning, Auditing, Mergers & Acquisitions, Internal Controls, Small Business, Business Valuation, GAAP, Restructuring, Strategic Financial..., Tax Research, International Tax, Tax Accounting, Tax Advisory, Sarbanes-Oxley Act, External Audit, Revenue Recognition, Financial Statements, Financial Audits, US GAAP, Finance, QuickBooks, Financial Planning, SEC Filings
Education
UCLA
M.B.A, Accounting & Information Systems
UCLA
B.A, History
Derek Bridges's CBIZ MHM, LLC Experience December 2004 - September 2011
Job Enterprise Risk Officer at DST Systems
Industry Management Consulting
Experience
DST Systems April 2015 - Present
Frogs and Friends, LLC November 2009 - Present
PwC July 2013 - April 2015
North American Savings Bank September 2011 - August 2013
CBIZ MHM, LLC December 2004 - September 2011
Deloitte & Touche 1995 - 2005
Skills
Project Management, Governance, Risk Assessment, Business Development, SAS70, Accounting, Program Management, Due Diligence, IT Audit, Change Management, Banking, Outsourcing, Business Process..., COSO, Internal Controls, Financial Modeling, Internal Audit, Marketing, Management, Security, Auditing, Financial Risk, Recruiting, Information Security, Process Improvement, Vendor Management, Risk Management, Business Process, Training, Strategic Planning
Education
The University of Kansas 1991 — 1994
BS, Business Administration/Accounting
DST Systems April 2015 - Present
Frogs and Friends, LLC November 2009 - Present
PwC July 2013 - April 2015
North American Savings Bank September 2011 - August 2013
CBIZ MHM, LLC December 2004 - September 2011
Deloitte & Touche 1995 - 2005
Skills
Project Management, Governance, Risk Assessment, Business Development, SAS70, Accounting, Program Management, Due Diligence, IT Audit, Change Management, Banking, Outsourcing, Business Process..., COSO, Internal Controls, Financial Modeling, Internal Audit, Marketing, Management, Security, Auditing, Financial Risk, Recruiting, Information Security, Process Improvement, Vendor Management, Risk Management, Business Process, Training, Strategic Planning
Education
The University of Kansas 1991 — 1994
BS, Business Administration/Accounting
Katherine Shell Katherine Shell's CBIZ MHM, LLC Experience June 2014 - July 2014
Job Audit Intern, CBIZ MHM, LLC
Industry Higher Education
Experience
The University of Arizona August 2014 - Present
CBIZ MHM, LLC June 2014 - July 2014
Accounting Students Association May 2013 - May 2014
Becker CPA May 2013 - May 2014
Accounting Tutor September 2012 - May 2014
Eller College May 2012 - May 2014
Accounting Students Assocation April 2012 - May 2013
Think Tank, The University of Arizona August 2011 - September 2012
Skills
Public Speaking, Higher Education, Student Affairs, Teaching, Academic Advising, Student Development, Tutoring, Academic Tutoring, Student Engagement
Education
University of Arizona 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
The University of Arizona August 2014 - Present
CBIZ MHM, LLC June 2014 - July 2014
Accounting Students Association May 2013 - May 2014
Becker CPA May 2013 - May 2014
Accounting Tutor September 2012 - May 2014
Eller College May 2012 - May 2014
Accounting Students Assocation April 2012 - May 2013
Think Tank, The University of Arizona August 2011 - September 2012
Skills
Public Speaking, Higher Education, Student Affairs, Teaching, Academic Advising, Student Development, Tutoring, Academic Tutoring, Student Engagement
Education
University of Arizona 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Peter Bigit, CPA's CBIZ MHM, LLC Experience January 2013 - December 2014
Job Senior Accountant at The Rockefeller Group
Industry Accounting
Experience
The Rockefeller Group June 2015 - Present
PwC January 2015 - June 2015
CBIZ MHM, LLC January 2013 - December 2014
Schiavone & Evola, CPAs June 2012 - September 2012
Figliozzi & Co, CPAs, PC June 2011 - September 2011
Skills
GAAP, CPA, US GAAP, Auditing, Internal Controls, SEC filings, Accounting, External Audit, Financial Accounting, Financial Reporting, Tax, Financial Statements
Education
SUNY Albany 2010 — 2012
Master of Science (MS), Accounting
SUNY Albany 2008 — 2010
Bachelor of Arts (B.A.), Criminal Justice/Police Science
The Rockefeller Group June 2015 - Present
PwC January 2015 - June 2015
CBIZ MHM, LLC January 2013 - December 2014
Schiavone & Evola, CPAs June 2012 - September 2012
Figliozzi & Co, CPAs, PC June 2011 - September 2011
Skills
GAAP, CPA, US GAAP, Auditing, Internal Controls, SEC filings, Accounting, External Audit, Financial Accounting, Financial Reporting, Tax, Financial Statements
Education
SUNY Albany 2010 — 2012
Master of Science (MS), Accounting
SUNY Albany 2008 — 2010
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Eric Hawkinson Eric Hawkinson's CBIZ MHM, LLC Experience June 2012 - Present
Job Director of Business Development at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC June 2012 - Present
Various June 2009 - Present
Blanski Peter Kronlage & Zoch, P.A. July 2009 - June 2012
Jefferson Wells March 2007 - June 2009
Jefferson Wells July 2006 - March 2007
Allianz Life April 2004 - July 2006
Allianz Life December 1999 - April 2004
Allianz Life January 1997 - December 1999
Gallagher Bassett December 1994 - January 1997
Skills
Business Development, Account Management, Risk Management, Business Process..., Project Management, Recruiting, Process Improvement, Coaching, Management, Sales, Leadership, Analysis, Marketing, Vendor Management, Business Planning, New Business Development, CRM, Selling, Accounting, Consulting, Finance, Analytics, Banking, Strategy, Auditing, Insurance, Management Consulting, Employee Benefits, Mergers & Acquisitions, Financial Analysis, Budgets, Forecasting, Start-ups, Strategic Planning, Small Business, Internal Controls
Education
University of Minnesota-Twin Cities 1992 — 1994
Art History
University of Wisconsin-Milwaukee 1991 — 1992
Communications
The University of North Dakota 1989 — 1991
Aviation Administration
CBIZ MHM, LLC June 2012 - Present
Various June 2009 - Present
Blanski Peter Kronlage & Zoch, P.A. July 2009 - June 2012
Jefferson Wells March 2007 - June 2009
Jefferson Wells July 2006 - March 2007
Allianz Life April 2004 - July 2006
Allianz Life December 1999 - April 2004
Allianz Life January 1997 - December 1999
Gallagher Bassett December 1994 - January 1997
Skills
Business Development, Account Management, Risk Management, Business Process..., Project Management, Recruiting, Process Improvement, Coaching, Management, Sales, Leadership, Analysis, Marketing, Vendor Management, Business Planning, New Business Development, CRM, Selling, Accounting, Consulting, Finance, Analytics, Banking, Strategy, Auditing, Insurance, Management Consulting, Employee Benefits, Mergers & Acquisitions, Financial Analysis, Budgets, Forecasting, Start-ups, Strategic Planning, Small Business, Internal Controls
Education
University of Minnesota-Twin Cities 1992 — 1994
Art History
University of Wisconsin-Milwaukee 1991 — 1992
Communications
The University of North Dakota 1989 — 1991
Aviation Administration
Shelley Dion Shelley Dion's CBIZ MHM, LLC Experience December 1997 - March 2005
Job Controller at Everything But Water
Industry Accounting
Experience
Canon Solutions America August 2006 - June 2013
CBIZ January 2004 - July 2006
CBIZ MHM, LLC December 1997 - March 2005
Skills
Financial Reporting, Internal Controls, Financial Analysis, Oracle, Excel, Accounting, SOX, General Ledger, Quickbooks, Auditing, Consolidation, Integration, Internal Audit, Construction Accounting, Consulting, Team Management, Revenue Analysis, Sarbanes-Oxley Act, Forecasting, Account Reconciliation, Microsoft Excel, Accounts Payable, Cost Accounting, Accounts Receivable, Variance Analysis, Sarbanes-Oxley, Invoicing, Cash Flow, Financial Accounting, Fixed Assets, Payroll, Cash Management, PeopleSoft, SAP, Finance, P&L, Process Improvement, Tax, Strategic Financial...
Education
Washburn University 1998 — 2002
Master of Business Administration (M.B.A.)
Washburn University 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
University of California, Riverside 1988 — 1991
Bachelor of Arts (B.A.), History
Canon Solutions America August 2006 - June 2013
CBIZ January 2004 - July 2006
CBIZ MHM, LLC December 1997 - March 2005
Skills
Financial Reporting, Internal Controls, Financial Analysis, Oracle, Excel, Accounting, SOX, General Ledger, Quickbooks, Auditing, Consolidation, Integration, Internal Audit, Construction Accounting, Consulting, Team Management, Revenue Analysis, Sarbanes-Oxley Act, Forecasting, Account Reconciliation, Microsoft Excel, Accounts Payable, Cost Accounting, Accounts Receivable, Variance Analysis, Sarbanes-Oxley, Invoicing, Cash Flow, Financial Accounting, Fixed Assets, Payroll, Cash Management, PeopleSoft, SAP, Finance, P&L, Process Improvement, Tax, Strategic Financial...
Education
Washburn University 1998 — 2002
Master of Business Administration (M.B.A.)
Washburn University 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
University of California, Riverside 1988 — 1991
Bachelor of Arts (B.A.), History
Marty Gold Marty Gold's CBIZ MHM, LLC Experience September 2006 - April 2010
Job Tax Director at The Broe Group
Industry Accounting
Experience
The Broe Group September 2014 - Present
RubinBrown LLP March 2013 - August 2014
The Comex Group December 2010 - March 2013
CBIZ MHM, LLC September 2006 - April 2010
PricewaterhouseCoopers September 1999 - September 2006
Tele-Communications, Inc June 1997 - September 1999
Lehman Butterwick & Co January 1996 - June 1997
Ernst & Young December 1988 - January 1996
Atlantic Richfield Company April 1985 - December 1988
Arthur Andersen & Co January 1981 - April 1985
Skills
Journal Entries, Tax Accounting, Tax Research, Corporate Tax, Tax, Income Tax, CPA, Tax Preparation, Tax Advisory, Tax Returns, FIN 48, IRS, State Tax, Sales & Use Tax, Sales Tax, S Corporations, Finance, Property Tax, Accounting, International Tax, GAAP, SEC filings, US GAAP
Education
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
The Broe Group September 2014 - Present
RubinBrown LLP March 2013 - August 2014
The Comex Group December 2010 - March 2013
CBIZ MHM, LLC September 2006 - April 2010
PricewaterhouseCoopers September 1999 - September 2006
Tele-Communications, Inc June 1997 - September 1999
Lehman Butterwick & Co January 1996 - June 1997
Ernst & Young December 1988 - January 1996
Atlantic Richfield Company April 1985 - December 1988
Arthur Andersen & Co January 1981 - April 1985
Skills
Journal Entries, Tax Accounting, Tax Research, Corporate Tax, Tax, Income Tax, CPA, Tax Preparation, Tax Advisory, Tax Returns, FIN 48, IRS, State Tax, Sales & Use Tax, Sales Tax, S Corporations, Finance, Property Tax, Accounting, International Tax, GAAP, SEC filings, US GAAP
Education
University of California, Santa Barbara 1977 — 1981
BA, Business Economics
Scott Nugent RPLU Scott Nugent RPLU's CBIZ MHM, LLC Experience 2010 - 2010
Job Professional Liability Specialist, Insurance, Risk Management, Client Success, Outside Sales, Client Management
Industry Insurance
Experience
Stuckey Insurance August 2010 - Present
Stephen L. Gilsdorf, CPA February 2010 - April 2010
CBIZ MHM, LLC 2010 - 2010
Arizona Retail Advisors May 2009 - July 2009
Skills
Insurance, Professional Liability, Workers Compensation, Sales, Employment Practices..., Employee Benefits, Commercial Insurance, Auditing, Commercial Lines, Risk Management, Analysis, Legal Liability, Investments, Property & Casualty..., D&O, Underwriting, Tax, Liability, Manual Labor, Claims Management, Brokers, Pizza, Customer Service
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Accouting
Arcadia
Stuckey Insurance August 2010 - Present
Stephen L. Gilsdorf, CPA February 2010 - April 2010
CBIZ MHM, LLC 2010 - 2010
Arizona Retail Advisors May 2009 - July 2009
Skills
Insurance, Professional Liability, Workers Compensation, Sales, Employment Practices..., Employee Benefits, Commercial Insurance, Auditing, Commercial Lines, Risk Management, Analysis, Legal Liability, Investments, Property & Casualty..., D&O, Underwriting, Tax, Liability, Manual Labor, Claims Management, Brokers, Pizza, Customer Service
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Accouting
Arcadia
Phillip Zaman, CPA's CBIZ MHM, LLC Experience January 2011 - Present
Job Director, National Tax Office at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2011 - Present
CBIZ MHM, LLC January 2009 - December 2010
CBIZ MHM, LLC January 2008 - December 2008
CBIZ MHM, LLC December 2003 - December 2007
Skills
US Tax, Tax Returns, High Net Worth..., ProSystem fx Tax, IRS, Income Tax, Corporate Tax, Tax Accounting, Tax Advisory, Tax Law, Training, Legal Writing, News Writing
Education
The University of Kansas 2002 — 2004
B.A., Film Studies
The University of Kansas 1990 — 1993
B.S., Accounting
CBIZ MHM, LLC January 2011 - Present
CBIZ MHM, LLC January 2009 - December 2010
CBIZ MHM, LLC January 2008 - December 2008
CBIZ MHM, LLC December 2003 - December 2007
Skills
US Tax, Tax Returns, High Net Worth..., ProSystem fx Tax, IRS, Income Tax, Corporate Tax, Tax Accounting, Tax Advisory, Tax Law, Training, Legal Writing, News Writing
Education
The University of Kansas 2002 — 2004
B.A., Film Studies
The University of Kansas 1990 — 1993
B.S., Accounting
Alex Slabaugh Alex Slabaugh's CBIZ MHM, LLC Experience August 2014 - Present
Job Private Client Services
Industry Accounting
Experience
CBIZ MHM, LLC August 2014 - Present
SS&G October 2013 - August 2014
University of Akron August 2011 - May 2013
CBIZ MHM, LLC January 2013 - April 2013
ValMark Securities May 2012 - August 2012
CBIZ MHM, LLC January 2012 - April 2012
Community Legal Aid Services June 2011 - August 2011
CBIZ MHM, LLC January 2010 - April 2010
CBIZ MHM, LLC January 2009 - April 2009
Education
The University of Akron College of Business Administration 2011 — 2013
Master Business Administration, Finance, General
University of Akron School of Law 2010 — 2013
Juris Doctor
The University of Akron College of Business Administration 2007 — 2009
Bachelor of Science, Accounting
CBIZ MHM, LLC August 2014 - Present
SS&G October 2013 - August 2014
University of Akron August 2011 - May 2013
CBIZ MHM, LLC January 2013 - April 2013
ValMark Securities May 2012 - August 2012
CBIZ MHM, LLC January 2012 - April 2012
Community Legal Aid Services June 2011 - August 2011
CBIZ MHM, LLC January 2010 - April 2010
CBIZ MHM, LLC January 2009 - April 2009
Education
The University of Akron College of Business Administration 2011 — 2013
Master Business Administration, Finance, General
University of Akron School of Law 2010 — 2013
Juris Doctor
The University of Akron College of Business Administration 2007 — 2009
Bachelor of Science, Accounting
Bradley Jones, CPA Bradley Jones, CPA's CBIZ MHM, LLC Experience June 2013 - October 2013
Job Audit Senior at LBMC, PC.
Industry Accounting
Experience
LBMC October 2013 - Present
CBIZ MHM, LLC June 2013 - October 2013
Central High School August 2012 - May 2013
Fairview High School August 2010 - May 2012
Skills
Auditing, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, GAAP, Financial Statement..., Accounts Payable, Financial Statements, Microsoft Office, Financial Accounting, Internal Controls
Education
University of Mississippi 2012 — 2013
Non-degree seeking, Accounting
The University of Tennessee at Chattanooga 2006 — 2010
Bachelor of Science (B.S.), Secondary Education and Teaching
LBMC October 2013 - Present
CBIZ MHM, LLC June 2013 - October 2013
Central High School August 2012 - May 2013
Fairview High School August 2010 - May 2012
Skills
Auditing, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, GAAP, Financial Statement..., Accounts Payable, Financial Statements, Microsoft Office, Financial Accounting, Internal Controls
Education
University of Mississippi 2012 — 2013
Non-degree seeking, Accounting
The University of Tennessee at Chattanooga 2006 — 2010
Bachelor of Science (B.S.), Secondary Education and Teaching
Philip Luu, CPA Philip Luu, CPA's CBIZ MHM, LLC Experience July 2008 - March 2011
Job
Industry Accounting
Experience
?What If! Innovation Partners April 2013 - December 2014
BAMKO February 2012 - April 2013
Wanderlusting May 2011 - January 2012
CBIZ MHM, LLC July 2008 - March 2011
Anderson Financial Management, Inc. April 2007 - July 2008
Skills
Auditing, Accounting, QuickBooks, Financial Reporting, Consolidated Financial..., Compilation Of..., Sales & Use Tax..., VAT, International..., Staff Supervision, Bookkeeping, Tax Preparation, Tax, Microsoft Excel, Financial Analysis, Finance, Fixed Assets, Internal Controls, Cash Flow, Financial Statements
Education
University of California, Los Angeles 2004 — 2008
BA
La Quinta High School 2004 — 2008
?What If! Innovation Partners April 2013 - December 2014
BAMKO February 2012 - April 2013
Wanderlusting May 2011 - January 2012
CBIZ MHM, LLC July 2008 - March 2011
Anderson Financial Management, Inc. April 2007 - July 2008
Skills
Auditing, Accounting, QuickBooks, Financial Reporting, Consolidated Financial..., Compilation Of..., Sales & Use Tax..., VAT, International..., Staff Supervision, Bookkeeping, Tax Preparation, Tax, Microsoft Excel, Financial Analysis, Finance, Fixed Assets, Internal Controls, Cash Flow, Financial Statements
Education
University of California, Los Angeles 2004 — 2008
BA
La Quinta High School 2004 — 2008
Robert A. Svoboda, CPA Robert A. Svoboda, CPA's CBIZ MHM, LLC Experience August 2011 - Present
Job Lead Managing Director/CBIZ MHM, LLC
Industry Accounting
Experience
Mayer Hoffman McCann P.C. August 2011 - Present
CBIZ MHM, LLC August 2011 - Present
Thompson Dunavant PLC January 1992 - July 2011
Skills
Auditing, Accounting, Management, Financial Reporting, Mergers & Acquisitions, Leadership, Financial Analysis, GAAP, Financial Accounting
Education
The University of Memphis 1974 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Christian Brothers High School 1970 — 1974
Mayer Hoffman McCann P.C. August 2011 - Present
CBIZ MHM, LLC August 2011 - Present
Thompson Dunavant PLC January 1992 - July 2011
Skills
Auditing, Accounting, Management, Financial Reporting, Mergers & Acquisitions, Leadership, Financial Analysis, GAAP, Financial Accounting
Education
The University of Memphis 1974 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Christian Brothers High School 1970 — 1974
Kristi Brown's CBIZ MHM, LLC Experience November 2004 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC November 2004 - Present
KPMG US March 2000 - October 2004
O'Halloran Stewart Key, LLC January 1997 - October 1999
Myers and Stauffer LC February 1996 - December 1997
Education
University of Kansas - Graduate School of Business 1995 — 1996
Masters of Accounting and Information Systems, Taxation
University of Kansas 1992 — 1995
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC November 2004 - Present
KPMG US March 2000 - October 2004
O'Halloran Stewart Key, LLC January 1997 - October 1999
Myers and Stauffer LC February 1996 - December 1997
Education
University of Kansas - Graduate School of Business 1995 — 1996
Masters of Accounting and Information Systems, Taxation
University of Kansas 1992 — 1995
Bachelor of Science (B.S.), Accounting
Ryan Valencia Ryan Valencia's CBIZ MHM, LLC Experience July 2014 - Present
Job Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2014 - Present
Education
University of Arizona 2013 — 2014
Masters of Accounting, Audit
University of Arizona 2010 — 2013
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC July 2014 - Present
Education
University of Arizona 2013 — 2014
Masters of Accounting, Audit
University of Arizona 2010 — 2013
Bachelor of Science (B.S.), Accounting
Jennifer Chien Jennifer Chien's CBIZ MHM, LLC Experience October 2011 - June 2012
Job Health Care Consultant at Keenan Health Care
Industry Insurance
Experience
Keenan Health Care July 2012 - Present
CBIZ MHM, LLC October 2011 - June 2012
Marsh Risk & Insurance Services January 2010 - September 2011
Willis April 2005 - April 2009
Mercer November 2001 - April 2005
Deloitte Consulting January 2000 - November 2001
Skills
Project Management, Consulting, Team Building, Strategy, Relationship Management, Customer Service, Mental Health, Employee Benefits, Insurance, Health Insurance, Risk Management, Vendor Management, Marketing, Data Analytics, Performance Benchmarking
Education
University of Michigan 1997 — 1999
MSW, Communication and Business
University of California, Irvine 1988 — 1994
BA, Psychology
Keenan Health Care July 2012 - Present
CBIZ MHM, LLC October 2011 - June 2012
Marsh Risk & Insurance Services January 2010 - September 2011
Willis April 2005 - April 2009
Mercer November 2001 - April 2005
Deloitte Consulting January 2000 - November 2001
Skills
Project Management, Consulting, Team Building, Strategy, Relationship Management, Customer Service, Mental Health, Employee Benefits, Insurance, Health Insurance, Risk Management, Vendor Management, Marketing, Data Analytics, Performance Benchmarking
Education
University of Michigan 1997 — 1999
MSW, Communication and Business
University of California, Irvine 1988 — 1994
BA, Psychology
Shelly Hoyt, CPA Shelly Hoyt, CPA's CBIZ MHM, LLC Experience June 1986 - Present
Job Tax Expert for Individual Taxation and Planning
Industry Accounting
Experience
CBIZ MHM, LLC June 1986 - Present
Wipfli LLP 1983 - 1986
McGladrey January 1983 - April 1983
Skills
Tax Preparation, Tax Advisory, Consulting, Tax, Small Business, High Net Worth..., Financial Planners, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, CPA, GAAP, Tax Research, SEC filings, US GAAP, Accounting, Auditing
Education
The University of South Dakota 1979 — 1983
Bachelor's degree, Accounting
CBIZ MHM, LLC June 1986 - Present
Wipfli LLP 1983 - 1986
McGladrey January 1983 - April 1983
Skills
Tax Preparation, Tax Advisory, Consulting, Tax, Small Business, High Net Worth..., Financial Planners, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, CPA, GAAP, Tax Research, SEC filings, US GAAP, Accounting, Auditing
Education
The University of South Dakota 1979 — 1983
Bachelor's degree, Accounting
Sarah Bosworth, CPA Sarah Bosworth, CPA's CBIZ MHM, LLC Experience July 2008 - May 2011
Job Assistant Corporate Controller at Taylor Morrison
Industry Accounting
Experience
Taylor Morrison June 2015 - Present
DriveTime May 2011 - June 2015
CBIZ MHM, LLC July 2008 - May 2011
CSW Contractors, Inc December 2005 - July 2008
University of Arizona July 2005 - May 2006
Skills
Accounts Payable, Accounting, Financial Accounting, Tax, Tax Preparation, Auditing, Financial Reporting, Account Reconciliation, General Ledger, Payroll, Nonprofits, Time Management, Tax Returns, Spreadsheets, Bookkeeping, Financial Statements, Budgets
Education
University of Phoenix 2008 — 2009
Master of Science, Accountancy
University of Arizona 2004 — 2008
Bachelor’s Degree, Accountancy
Taylor Morrison June 2015 - Present
DriveTime May 2011 - June 2015
CBIZ MHM, LLC July 2008 - May 2011
CSW Contractors, Inc December 2005 - July 2008
University of Arizona July 2005 - May 2006
Skills
Accounts Payable, Accounting, Financial Accounting, Tax, Tax Preparation, Auditing, Financial Reporting, Account Reconciliation, General Ledger, Payroll, Nonprofits, Time Management, Tax Returns, Spreadsheets, Bookkeeping, Financial Statements, Budgets
Education
University of Phoenix 2008 — 2009
Master of Science, Accountancy
University of Arizona 2004 — 2008
Bachelor’s Degree, Accountancy
Sonya Daniels's CBIZ MHM, LLC Experience June 2008 - Present
Job Manager at CBIZ MHM LLC
Industry Accounting
Experience
CBIZ MHM LLC June 2008 - Present
AutoZone October 2004 - August 2007
AutoZone December 1999 - August 2004
Skills
Multi-State Sales Tax, Gross Receipts, Sales Tax
Education
Union University 1988 — 1992
Bachelor of Science, Accounting
CBIZ MHM LLC June 2008 - Present
AutoZone October 2004 - August 2007
AutoZone December 1999 - August 2004
Skills
Multi-State Sales Tax, Gross Receipts, Sales Tax
Education
Union University 1988 — 1992
Bachelor of Science, Accounting
David Patalsky David Patalsky's CBIZ MHM, LLC Experience January 2006 - September 2009
Job Corporate Controller at Preferred Homecare
Industry Accounting
Experience
Preferred Homecare January 2014 - Present
McGladrey November 2011 - December 2013
Arizona Science Center October 2010 - October 2011
Tull, Forsberg, & Olson, PLLC October 2009 - October 2010
CBIZ MHM, LLC January 2006 - September 2009
Keegan, Linscott & Kenon, P.C. November 2004 - August 2005
Skills
Accounting, CPA, Financial Statements, Auditing, GAAP, Outlook, Internal Controls, Financial Accounting, Financial Audits, Assurance, Tax Preparation, Bookkeeping, US GAAP, SEC filings
Education
University of Arizona 2003 — 2005
Masters, Accounting
Preferred Homecare January 2014 - Present
McGladrey November 2011 - December 2013
Arizona Science Center October 2010 - October 2011
Tull, Forsberg, & Olson, PLLC October 2009 - October 2010
CBIZ MHM, LLC January 2006 - September 2009
Keegan, Linscott & Kenon, P.C. November 2004 - August 2005
Skills
Accounting, CPA, Financial Statements, Auditing, GAAP, Outlook, Internal Controls, Financial Accounting, Financial Audits, Assurance, Tax Preparation, Bookkeeping, US GAAP, SEC filings
Education
University of Arizona 2003 — 2005
Masters, Accounting
Karl Knechtel Karl Knechtel's CBIZ MHM, LLC Experience January 2009 - October 2014
Job Director at Friedman LLP
Industry Accounting
Experience
Friedman LLP October 2014 - Present
CBIZ MHM, LLC January 2009 - October 2014
ACCRETIVE SOLUTIONS (formerly HORN MURDOCK COLE) January 2005 - December 2008
CBIZ INC January 2000 - January 2005
CBIZ (f/k/a Mahoney Cohen) January 1998 - January 2000
Skills
Bankruptcy, Restructuring, Insolvency, Chapter 11, Chapter 7, Tax, Forecasting, Financial Statements, Financial Analysis, Accounting, Accounts Payable, Due Diligence, Internal Controls, Accounts Receivable, Forensic Accounting, Auditing, Teamwork, General Ledger, Finance, Financial Reporting, CPA, QuickBooks, SEC filings, Business Valuation, Valuation
Education
University at Albany, SUNY 1994 — 1998
Bachelor of Science, Accounting
Friedman LLP October 2014 - Present
CBIZ MHM, LLC January 2009 - October 2014
ACCRETIVE SOLUTIONS (formerly HORN MURDOCK COLE) January 2005 - December 2008
CBIZ INC January 2000 - January 2005
CBIZ (f/k/a Mahoney Cohen) January 1998 - January 2000
Skills
Bankruptcy, Restructuring, Insolvency, Chapter 11, Chapter 7, Tax, Forecasting, Financial Statements, Financial Analysis, Accounting, Accounts Payable, Due Diligence, Internal Controls, Accounts Receivable, Forensic Accounting, Auditing, Teamwork, General Ledger, Finance, Financial Reporting, CPA, QuickBooks, SEC filings, Business Valuation, Valuation
Education
University at Albany, SUNY 1994 — 1998
Bachelor of Science, Accounting
Brian Donenberg, CPA Brian Donenberg, CPA's CBIZ MHM, LLC Experience January 2009 - January 2009
Job Senior Associate State & Local Tax at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC October 2012 - June 2015
Instructional Computing Services August 2009 - August 2012
Knutte & Associates, P.C. May 2011 - August 2011
Midlothian Country Club June 2007 - August 2010
CBIZ MHM, LLC January 2009 - January 2009
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Microsoft Excel, Tax, Financial Analysis, PowerPoint, Microsoft Word, QuickBooks, Microsoft Office, CPA
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master, Accounting Science
University of Illinois at Urbana-Champaign - College of Business 2008 — 2011
Bachelor of Science, Accountancy
The University of Manchester 2010 — 2010
Carl Sandburg High School 2004 — 2008
PwC July 2015 - Present
PwC October 2012 - June 2015
Instructional Computing Services August 2009 - August 2012
Knutte & Associates, P.C. May 2011 - August 2011
Midlothian Country Club June 2007 - August 2010
CBIZ MHM, LLC January 2009 - January 2009
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Microsoft Excel, Tax, Financial Analysis, PowerPoint, Microsoft Word, QuickBooks, Microsoft Office, CPA
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master, Accounting Science
University of Illinois at Urbana-Champaign - College of Business 2008 — 2011
Bachelor of Science, Accountancy
The University of Manchester 2010 — 2010
Carl Sandburg High School 2004 — 2008
Patty Chan Patty Chan's CBIZ MHM, LLC Experience September 2012 - Present
Job CPA/CFF, CFE Forensic Accounting Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2012 - Present
White, Zuckerman, Warsavsky, Luna & Hunt July 2010 - September 2012
LECG June 2008 - June 2010
Skills
Bankruptcy, Forensic Accounting, Business Valuation, Forensic Analysis, Financial Statements, Financial Modeling, Database Management, Litigation Support, Damages Calculation, Excel models, QuickBooks, Financial Analysis, Accounting, Damage Control, Database Admin, Auditing, Access, Analysis
Education
University of California, Los Angeles 2004 — 2008
Bachelors of Arts
CBIZ MHM, LLC September 2012 - Present
White, Zuckerman, Warsavsky, Luna & Hunt July 2010 - September 2012
LECG June 2008 - June 2010
Skills
Bankruptcy, Forensic Accounting, Business Valuation, Forensic Analysis, Financial Statements, Financial Modeling, Database Management, Litigation Support, Damages Calculation, Excel models, QuickBooks, Financial Analysis, Accounting, Damage Control, Database Admin, Auditing, Access, Analysis
Education
University of California, Los Angeles 2004 — 2008
Bachelors of Arts
Alfred Botha Alfred Botha's CBIZ MHM, LLC Experience January 2007 - December 2009
Job Manager, Professional Services External Reporting (XBRL) at Workiva
Industry Accounting
Experience
Workiva (formerly WebFilings) 2012 - Present
ACS, a Xerox Company 2010 - 2012
CBIZ MHM, LLC January 2007 - December 2009
Citicards January 2005 - December 2006
Intuit July 2004 - January 2005
Skills
SEC filings, Internal Controls, Microsoft Excel, GAAP, Financial Reporting, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Auditing, Financial Accounting, XBRL, Variance Analysis, CPA, Sarbanes-Oxley, Accounts Payable, Managerial Finance, Corporate Finance, Strategic Financial..., General Ledger, Revenue Recognition, US GAAP, Financial Statements, Cash Flow, QuickBooks, Internal Audit, Financial Analysis, Consolidation, External Audit, Financial Modeling, Finance, IFRS, Forecasting, Accounts Receivable, Process Improvement, Tax, Analysis, Risk Management, Cost Accounting, Hyperion Enterprise, PeopleSoft
Education
University of Arizona, Eller College of Management 2005 — 2006
Masters, Accounting
University of Arizona, Eller College of Management 2001 — 2004
Bachelor of Science in Business Administration, Management Information Systems & Accounting
Lechwe 1998 — 2000
Mpelembe Secondary School 1993 — 1997
Workiva (formerly WebFilings) 2012 - Present
ACS, a Xerox Company 2010 - 2012
CBIZ MHM, LLC January 2007 - December 2009
Citicards January 2005 - December 2006
Intuit July 2004 - January 2005
Skills
SEC filings, Internal Controls, Microsoft Excel, GAAP, Financial Reporting, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Auditing, Financial Accounting, XBRL, Variance Analysis, CPA, Sarbanes-Oxley, Accounts Payable, Managerial Finance, Corporate Finance, Strategic Financial..., General Ledger, Revenue Recognition, US GAAP, Financial Statements, Cash Flow, QuickBooks, Internal Audit, Financial Analysis, Consolidation, External Audit, Financial Modeling, Finance, IFRS, Forecasting, Accounts Receivable, Process Improvement, Tax, Analysis, Risk Management, Cost Accounting, Hyperion Enterprise, PeopleSoft
Education
University of Arizona, Eller College of Management 2005 — 2006
Masters, Accounting
University of Arizona, Eller College of Management 2001 — 2004
Bachelor of Science in Business Administration, Management Information Systems & Accounting
Lechwe 1998 — 2000
Mpelembe Secondary School 1993 — 1997
J. Ryan Rold, CPA J. Ryan Rold, CPA's CBIZ MHM, LLC Experience January 2014 - Present
Job Experienced Audit and Accounting Professional / Employee Benefit Plan Specialist
Industry Accounting
Experience
Mayer Hoffman McCann P.C. January 2014 - Present
CBIZ MHM, LLC January 2014 - Present
CBIZ MHM, LLC January 2000 - December 2013
Mayer Hoffman McCann P.C. January 2000 - December 2013
Skills
Auditing, External Audit, Reviews and Compilations, ERISA, Audits of Employee..., GAAP, US GAAP, US GAAP reporting, Caseware, Audit Software, CPA
Education
University of Arizona 1995 — 1999
BSBA, Accounting and Finance
University of Arizona, Eller College of Management 1995 — 1999
Bachelor's, Accounting, Finance
Mayer Hoffman McCann P.C. January 2014 - Present
CBIZ MHM, LLC January 2014 - Present
CBIZ MHM, LLC January 2000 - December 2013
Mayer Hoffman McCann P.C. January 2000 - December 2013
Skills
Auditing, External Audit, Reviews and Compilations, ERISA, Audits of Employee..., GAAP, US GAAP, US GAAP reporting, Caseware, Audit Software, CPA
Education
University of Arizona 1995 — 1999
BSBA, Accounting and Finance
University of Arizona, Eller College of Management 1995 — 1999
Bachelor's, Accounting, Finance
IRIS HSUEH IRIS HSUEH's CBIZ MHM, LLC Experience July 2013 - Present
Job Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2013 - Present
CBIZ MHM, LLC February 2013 - April 2013
Kohl's Department Stores June 2012 - August 2012
Skills
Mandarin, Accounting, Tax, Auditing, Statistics, Microsoft Excel, Quantitative Analytics, Financial Accounting, Financial Analysis, Quantitative Analysis
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
CBIZ MHM, LLC July 2013 - Present
CBIZ MHM, LLC February 2013 - April 2013
Kohl's Department Stores June 2012 - August 2012
Skills
Mandarin, Accounting, Tax, Auditing, Statistics, Microsoft Excel, Quantitative Analytics, Financial Accounting, Financial Analysis, Quantitative Analysis
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
Ira Cooperman Ira Cooperman's CBIZ MHM, LLC Experience 1998 - 2011
Job Senior Audit Manager at WeiserMazars LLP
Industry Accounting
Experience
WeiserMazars LLP January 2012 - Present
Biscotti, Toback & Company, CPA's PC September 2011 - January 2012
CBIZ MHM, LLC 1998 - 2011
Skills
Auditing, GAAP, US GAAP, CPA, Sarbanes-Oxley Act, External Audit, Accounting, SEC Filings
Education
State University of New York at Albany 1994 — 1998
Accounting
WeiserMazars LLP January 2012 - Present
Biscotti, Toback & Company, CPA's PC September 2011 - January 2012
CBIZ MHM, LLC 1998 - 2011
Skills
Auditing, GAAP, US GAAP, CPA, Sarbanes-Oxley Act, External Audit, Accounting, SEC Filings
Education
State University of New York at Albany 1994 — 1998
Accounting
Andy Monsue, CPA's CBIZ MHM, LLC Experience September 1997 - Present
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 1997 - Present
Skills
Tax, Outsourced..., Tax Research, CPA, Tax, Accounting, Payroll, Income Tax, Financial Accounting, Tax Preparation, GAAP, ProSystem fx Tax, Partnership Taxation, Finance, Corporate Tax, Tax Accounting, Financial Analysis
Education
The University of Memphis 1995 — 1999
Bachelor of Business Administration, Accounting
CBIZ MHM, LLC September 1997 - Present
Skills
Tax, Outsourced..., Tax Research, CPA, Tax, Accounting, Payroll, Income Tax, Financial Accounting, Tax Preparation, GAAP, ProSystem fx Tax, Partnership Taxation, Finance, Corporate Tax, Tax Accounting, Financial Analysis
Education
The University of Memphis 1995 — 1999
Bachelor of Business Administration, Accounting
Nathan Daniels, CPA's CBIZ MHM, LLC Experience September 2011 - Present
Job Supervising Senior Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2011 - Present
Ernst & Young June 2010 - August 2010
CBIZ MHM, LLC January 2010 - April 2010
Education
University of Kansas 2010 — 2011
Master of Science (M.S.), Accounting
University of Kansas 2006 — 2010
Bachelor of Science (B.S.), Accounting
Consortium Institute for Management and Business Analysis
Business Law & Finance
CBIZ MHM, LLC September 2011 - Present
Ernst & Young June 2010 - August 2010
CBIZ MHM, LLC January 2010 - April 2010
Education
University of Kansas 2010 — 2011
Master of Science (M.S.), Accounting
University of Kansas 2006 — 2010
Bachelor of Science (B.S.), Accounting
Consortium Institute for Management and Business Analysis
Business Law & Finance
Tony Cipriano, CPA Tony Cipriano, CPA's CBIZ MHM, LLC Experience September 2010 - Present
Job Audit Manager at CBIZ MHM, LLC, MBA Candidate at UCLA Anderson School of Management
Industry Accounting
Experience
CBIZ MHM, LLC September 2010 - Present
UC Santa Barbara September 2008 - June 2010
Skills
Microsoft Office, Auditing, Accounting, Financial Statement..., Caseware, Financial Analysis, Financial Reporting, GAAP, Client Development, Engagement Planning, Revenue Recognition, External Audit, Assurance, Financial Audits, Financial Statements, Internal Controls, Financial Accounting
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
University of California, Santa Barbara 2006 — 2010
B.A., Business Economics w/ Accounting Emphasis
Agoura High School 2002 — 2006
CBIZ MHM, LLC September 2010 - Present
UC Santa Barbara September 2008 - June 2010
Skills
Microsoft Office, Auditing, Accounting, Financial Statement..., Caseware, Financial Analysis, Financial Reporting, GAAP, Client Development, Engagement Planning, Revenue Recognition, External Audit, Assurance, Financial Audits, Financial Statements, Internal Controls, Financial Accounting
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
University of California, Santa Barbara 2006 — 2010
B.A., Business Economics w/ Accounting Emphasis
Agoura High School 2002 — 2006
Amy Y. Chen, CPA Amy Y. Chen, CPA's CBIZ MHM, LLC Experience ManagerKPMGMay 2000 - October 2001
Job Tax Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC ManagerKPMGMay 2000 - October 2001
Skills
CPA, Tax
Education
University of Southern California - Marshall School of Business 2005 — 2006
Masters, Business Taxation
University of California, Los Angeles 2001 — 2005
Bachelors, Business Economics
Santa Monica High School 1987 — 1991
CBIZ MHM, LLC ManagerKPMGMay 2000 - October 2001
Skills
CPA, Tax
Education
University of Southern California - Marshall School of Business 2005 — 2006
Masters, Business Taxation
University of California, Los Angeles 2001 — 2005
Bachelors, Business Economics
Santa Monica High School 1987 — 1991
Bruce Thiel Bruce Thiel's CBIZ MHM, LLC Experience July 2006 - Present
Job Senior Audit Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2006 - Present
KDV August 2000 - July 2006
Brown and Company, LLP 1992 - 2000
Skills
Audit, Auditing, Financial Reporting, Accounting, Financial Accounting, GAAP, Budgets, Internal Controls, Corporate Tax, Internal Audit, Sarbanes-Oxley Act, Income Tax, Tax Preparation, Financial Statements, General Ledger, Financial Analysis, Tax Returns, Fixed Assets, Tax Research, Account Reconciliation
Education
The University of North Dakota 1984 — 1988
Bachelor of Accountancy, Accounting
CBIZ MHM, LLC July 2006 - Present
KDV August 2000 - July 2006
Brown and Company, LLP 1992 - 2000
Skills
Audit, Auditing, Financial Reporting, Accounting, Financial Accounting, GAAP, Budgets, Internal Controls, Corporate Tax, Internal Audit, Sarbanes-Oxley Act, Income Tax, Tax Preparation, Financial Statements, General Ledger, Financial Analysis, Tax Returns, Fixed Assets, Tax Research, Account Reconciliation
Education
The University of North Dakota 1984 — 1988
Bachelor of Accountancy, Accounting
Valerie Ferry, CPA's CBIZ MHM, LLC Experience July 2005 - July 2006
Job Senior Tax Manager at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC July 2006 - Present
CBIZ MHM, LLC July 2005 - July 2006
ZDONEK & WOLOWICZ ACCOUNTANCY CORPORATION April 1999 - July 2005
Wayland & Vukadinovich 1989 - 1994
Skills
Partnership Taxation, CPA, Tax Accounting, Tax Research, S Corporations, Corporate Tax, Management, Tax Advisory, Income Tax, Property Tax, International Tax, FIN 48, ProSystem fx Tax, Estate Tax Planning, Use Tax
Education
University of California, Los Angeles 1980 — 1984
BA
Schmidt Westergard & Company, PLLC July 2006 - Present
CBIZ MHM, LLC July 2005 - July 2006
ZDONEK & WOLOWICZ ACCOUNTANCY CORPORATION April 1999 - July 2005
Wayland & Vukadinovich 1989 - 1994
Skills
Partnership Taxation, CPA, Tax Accounting, Tax Research, S Corporations, Corporate Tax, Management, Tax Advisory, Income Tax, Property Tax, International Tax, FIN 48, ProSystem fx Tax, Estate Tax Planning, Use Tax
Education
University of California, Los Angeles 1980 — 1984
BA
Diane Pope Diane Pope's CBIZ MHM, LLC Experience June 1995 - September 2013
Job Manager Member at EDP Accounting, LLC
Industry Accounting
Experience
EDP Accounting, LLC June 2010 - Present
CBIZ MHM, LLC June 1995 - September 2013
Brockmann Armour 1995 - 2004
Demolition Contractor (out of business) August 1990 - August 1994
Skills
Accounting, Construction Accounting, Payroll, Financial Statements, Tax Preparation, Cash Management, General Ledger, CPA, Tax, Corporate Tax, Accounts Payable, Accounts Receivable, Tax Accounting, Finance, Internal Controls, Income Tax, GAAP, Accountants
Education
The University of Memphis 1967 — 1970
BBA
EDP Accounting, LLC June 2010 - Present
CBIZ MHM, LLC June 1995 - September 2013
Brockmann Armour 1995 - 2004
Demolition Contractor (out of business) August 1990 - August 1994
Skills
Accounting, Construction Accounting, Payroll, Financial Statements, Tax Preparation, Cash Management, General Ledger, CPA, Tax, Corporate Tax, Accounts Payable, Accounts Receivable, Tax Accounting, Finance, Internal Controls, Income Tax, GAAP, Accountants
Education
The University of Memphis 1967 — 1970
BBA
Larry Kline, CPA Larry Kline, CPA's CBIZ MHM, LLC Experience November 1996 - Present
Job Experienced Professional in TaxAdvantaged Deal Structuring
Industry Accounting
Experience
CBIZ MHM, LLC November 1996 - Present
Marriott International 1978 - 1981
Skills
Income Tax, Tax, Tax Research, Tax Accounting, Corporate Tax, CPA, Tax Preparation, Partnership Taxation, Auditing, Tax Returns
Education
University of Baltimore
Master of Science, Taxation
University of Maryland College Park
Bachelor of Science, Accounting
CBIZ MHM, LLC November 1996 - Present
Marriott International 1978 - 1981
Skills
Income Tax, Tax, Tax Research, Tax Accounting, Corporate Tax, CPA, Tax Preparation, Partnership Taxation, Auditing, Tax Returns
Education
University of Baltimore
Master of Science, Taxation
University of Maryland College Park
Bachelor of Science, Accounting
Laurie Day's CBIZ MHM, LLC Experience March 2011 - Present
Job Executive Admin Assistant
Industry Accounting
Experience
CBIZ MHM, LLC March 2011 - Present
Sprint March 1987 - November 2009
Skills
Telecommunications, Process Improvement, Vendor Management
Education
The University of Kansas
CBIZ MHM, LLC March 2011 - Present
Sprint March 1987 - November 2009
Skills
Telecommunications, Process Improvement, Vendor Management
Education
The University of Kansas
Dale Derks, CPA Dale Derks, CPA's CBIZ MHM, LLC Experience January 2004 - Present
Job Experienced accounting and tax expert for midmarket, privately held businesses and nonprofit organizations
Industry Accounting
Experience
CBIZ MHM, LLC January 2004 - Present
Mayer Hoffman McCann P.C. January 2004 - Present
Crowe Horwath LLP January 2000 - December 2003
Platinum Technology 1997 - 1999
Skills
Accounting, Auditing, Financial Reporting, Due Diligence, GAAP, Tax, Financial Analysis, Financial Accounting, Real Estate, Internal Controls, Mergers, Income Tax, Non-profits, Manufacturing, Professional Services..., Strategic Planning, Microsoft Excel, Quality Auditing, Bookkeeping, Segregation of Duties, Mental Health, Professional..., Investment Companies, HUD audits, Nonprofits, Mergers & Acquisitions, US GAAP, Finance, Corporate Tax, Assurance, CPA, Financial Statements, Tax Preparation, Financial Audits, Tax Research, Revenue Recognition, External Audit
Education
Trinity Christian College 1996 — 2000
BS, Accounting & Finance
CBIZ MHM, LLC January 2004 - Present
Mayer Hoffman McCann P.C. January 2004 - Present
Crowe Horwath LLP January 2000 - December 2003
Platinum Technology 1997 - 1999
Skills
Accounting, Auditing, Financial Reporting, Due Diligence, GAAP, Tax, Financial Analysis, Financial Accounting, Real Estate, Internal Controls, Mergers, Income Tax, Non-profits, Manufacturing, Professional Services..., Strategic Planning, Microsoft Excel, Quality Auditing, Bookkeeping, Segregation of Duties, Mental Health, Professional..., Investment Companies, HUD audits, Nonprofits, Mergers & Acquisitions, US GAAP, Finance, Corporate Tax, Assurance, CPA, Financial Statements, Tax Preparation, Financial Audits, Tax Research, Revenue Recognition, External Audit
Education
Trinity Christian College 1996 — 2000
BS, Accounting & Finance
Gretchen Moore's CBIZ MHM, LLC Experience January 2007 - June 2010
Job Tax Accountant at Harper Hofer & Associates, LLC
Industry Accounting
Experience
Harper Hofer & Associates, LLC January 2014 - Present
First Data Corporation June 2010 - December 2013
CBIZ MHM, LLC January 2007 - June 2010
Skills
Tax, Accounting, Financial Reporting, Tax Research, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation
Education
University of Kansas 2002 — 2006
Harper Hofer & Associates, LLC January 2014 - Present
First Data Corporation June 2010 - December 2013
CBIZ MHM, LLC January 2007 - June 2010
Skills
Tax, Accounting, Financial Reporting, Tax Research, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation
Education
University of Kansas 2002 — 2006
Alex Israel, CPA Alex Israel, CPA's CBIZ MHM, LLC Experience January 2013 - January 2014
Job Accounting Manager at GovX, Inc.
Industry Accounting
Experience
GovX, Inc. January 2014 - Present
UC San Diego June 2008 - Present
CBIZ MHM, LLC January 2013 - January 2014
Smart Alex Tutoring Services January 2009 - December 2012
UCSD Extension January 2011 - March 2012
High Tech High February 2010 - June 2010
Voit Commercial Real Estate June 2008 - September 2008
Skills
Quickbooks, Microsoft Office, Spanish, Tutoring, Turbo Tax, Auditing, Teamwork, QuickBooks, Time Management, Accounting, Data Analysis, Nonprofits, Research, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint
Education
UCSD 2005 — 2009
Bachelor of Science, Economics: Management Science
UC San Diego Extension 2011 — 2012
Professional Certificate, Accounting, 4.0
GovX, Inc. January 2014 - Present
UC San Diego June 2008 - Present
CBIZ MHM, LLC January 2013 - January 2014
Smart Alex Tutoring Services January 2009 - December 2012
UCSD Extension January 2011 - March 2012
High Tech High February 2010 - June 2010
Voit Commercial Real Estate June 2008 - September 2008
Skills
Quickbooks, Microsoft Office, Spanish, Tutoring, Turbo Tax, Auditing, Teamwork, QuickBooks, Time Management, Accounting, Data Analysis, Nonprofits, Research, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint
Education
UCSD 2005 — 2009
Bachelor of Science, Economics: Management Science
UC San Diego Extension 2011 — 2012
Professional Certificate, Accounting, 4.0
Kimberly Olswing, CPA Kimberly Olswing, CPA's CBIZ MHM, LLC Experience July 2013 - March 2014
Job Financial Reporting Analyst at EdR Collegiate Housing
Industry Financial Services
Experience
EdR Collegiate Housing June 2015 - Present
Perkins & Marie Callender's, LLC March 2014 - June 2015
CBIZ MHM, LLC July 2013 - March 2014
CBIZ MHM, LLC January 2012 - July 2013
Skills
Auditing, GAAP, Accounting, US GAAP, CPA, Financial Reporting, Financial Accounting, External Audit, General Ledger, Financial Statements, Internal Controls, Financial Audits, Sarbanes-Oxley Act, Tax, SEC filings, Internal Audit, Finance, COSO Framework, IT Audit, GAAS, Process Control, I-9 Compliance, Legal Compliance, Corporate Governance, Risk Assessment, 10Q, SEC Filings
Education
The University of Memphis 2011 — 2013
Master's degree, Accounting
The University of Memphis 2007 — 2010
Bachelor of Science (BS), Accounting and Finance
EdR Collegiate Housing June 2015 - Present
Perkins & Marie Callender's, LLC March 2014 - June 2015
CBIZ MHM, LLC July 2013 - March 2014
CBIZ MHM, LLC January 2012 - July 2013
Skills
Auditing, GAAP, Accounting, US GAAP, CPA, Financial Reporting, Financial Accounting, External Audit, General Ledger, Financial Statements, Internal Controls, Financial Audits, Sarbanes-Oxley Act, Tax, SEC filings, Internal Audit, Finance, COSO Framework, IT Audit, GAAS, Process Control, I-9 Compliance, Legal Compliance, Corporate Governance, Risk Assessment, 10Q, SEC Filings
Education
The University of Memphis 2011 — 2013
Master's degree, Accounting
The University of Memphis 2007 — 2010
Bachelor of Science (BS), Accounting and Finance
Marco A. Pulido, CPA & IFRS Certified Marco A. Pulido, CPA & IFRS Certified's CBIZ MHM, LLC Experience January 2013 - Present
Job Experienced Financial Reporting & Auditing Professional
Industry Accounting
Experience
CBIZ MHM, LLC January 2013 - Present
Mayer Hoffman McCann P.C. January 2013 - Present
Deloitte January 2011 - December 2012
Deloitte July 2006 - December 2010
Ernst & Young September 1999 - May 2006
Skills
Certified Public..., IFRS, SEC filings, GAAP, Revenue Recognition, CPA, Accounting Standards, Statutory Accounting, Big 4, US GAAP, COSO, Assurance, Internal Controls, Sarbanes-Oxley Act, Consolidation, FASB, Member of AICPA, Financial Accounting, Financial Audits, Accounting, Internal Audit, Financial Statements
Education
UC Berkeley 1994 — 1999
Bachelor of Science, Economics/Business Administration
CBIZ MHM, LLC January 2013 - Present
Mayer Hoffman McCann P.C. January 2013 - Present
Deloitte January 2011 - December 2012
Deloitte July 2006 - December 2010
Ernst & Young September 1999 - May 2006
Skills
Certified Public..., IFRS, SEC filings, GAAP, Revenue Recognition, CPA, Accounting Standards, Statutory Accounting, Big 4, US GAAP, COSO, Assurance, Internal Controls, Sarbanes-Oxley Act, Consolidation, FASB, Member of AICPA, Financial Accounting, Financial Audits, Accounting, Internal Audit, Financial Statements
Education
UC Berkeley 1994 — 1999
Bachelor of Science, Economics/Business Administration
Matthew Hinson, CPA, JD Matthew Hinson, CPA, JD's CBIZ MHM, LLC Experience July 2013 - Present
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2013 - Present
DGLF CPAs & Business Consultants October 2012 - July 2013
Deloitte September 2006 - April 2008
Education
The University of Memphis—Cecil C. Humphreys School of Law 2008 — 2011
Doctor of Law (J.D.), International Business, Trade, and Tax Law
University of Mississippi 2005 — 2006
Master of Taxation, Tax Accounting
University of Mississippi 2002 — 2005
Bachelor's of Accounting
CBIZ MHM, LLC July 2013 - Present
DGLF CPAs & Business Consultants October 2012 - July 2013
Deloitte September 2006 - April 2008
Education
The University of Memphis—Cecil C. Humphreys School of Law 2008 — 2011
Doctor of Law (J.D.), International Business, Trade, and Tax Law
University of Mississippi 2005 — 2006
Master of Taxation, Tax Accounting
University of Mississippi 2002 — 2005
Bachelor's of Accounting
Emily Conley Emily Conley's CBIZ MHM, LLC Experience September 2002 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2002 - Present
Arthur Andersen LLP September 2000 - March 2002
Education
University of Alabama 1995 — 2000
MACC, BS, Accounting
CBIZ MHM, LLC September 2002 - Present
Arthur Andersen LLP September 2000 - March 2002
Education
University of Alabama 1995 — 2000
MACC, BS, Accounting
Lisa Mikijanis's CBIZ MHM, LLC Experience 2006 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC 2006 - Present
Skills
Corporate Tax, Financial Reporting, GAAP, Accountants, Tax Accounting, Accounting, Tax Preparation, Financial Accounting, Tax Research, S Corporations, Income Tax, US GAAP, Construction Accounting, QuickBooks, Tax, Tax Returns, Partnership Taxation
Education
The University of Kansas 2002 — 2006
Bachelor of Science in Accounting & Business Administration
CBIZ MHM, LLC 2006 - Present
Skills
Corporate Tax, Financial Reporting, GAAP, Accountants, Tax Accounting, Accounting, Tax Preparation, Financial Accounting, Tax Research, S Corporations, Income Tax, US GAAP, Construction Accounting, QuickBooks, Tax, Tax Returns, Partnership Taxation
Education
The University of Kansas 2002 — 2006
Bachelor of Science in Accounting & Business Administration
Ryan Staub, CPA's CBIZ MHM, LLC Experience January 2015 - Present
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC August 2011 - December 2014
CBIZ MHM, LLC January 2010 - July 2011
School of Business, University of Kansas January 2008 - December 2009
CBIZ MHM, LLC January 2009 - April 2009
Gutschenritter and Johnson L.L.C. May 2007 - August 2007
Skills
Audit, Financial Accounting, US GAAP, Reviews, Accounting, Internal Controls, Financial Reporting, Financial Analysis, GAAP, Financial Statements, Internal Audit, General Ledger, CPA, Auditing, Accounts Payable, External Audit
Education
University of Kansas - Graduate School of Business 2008 — 2009
MAcc, Accounting
University of Kansas 2004 — 2008
BS in Accounting, Accounting
Maize Senior High School 2001 — 2004
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC August 2011 - December 2014
CBIZ MHM, LLC January 2010 - July 2011
School of Business, University of Kansas January 2008 - December 2009
CBIZ MHM, LLC January 2009 - April 2009
Gutschenritter and Johnson L.L.C. May 2007 - August 2007
Skills
Audit, Financial Accounting, US GAAP, Reviews, Accounting, Internal Controls, Financial Reporting, Financial Analysis, GAAP, Financial Statements, Internal Audit, General Ledger, CPA, Auditing, Accounts Payable, External Audit
Education
University of Kansas - Graduate School of Business 2008 — 2009
MAcc, Accounting
University of Kansas 2004 — 2008
BS in Accounting, Accounting
Maize Senior High School 2001 — 2004
Stephanie M. Smith's CBIZ MHM, LLC Experience June 2015 - Present
Job Audit Intern at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC June 2015 - Present
AutoZone January 2015 - May 2015
Smith & Smith, CPAs January 2010 - May 2015
Firebirds Wood Fired Grill June 2007 - December 2012
Skills
Bookkeeping, Tax Preparation, Accounting, Microsoft Office, PowerPoint, Microsoft Word, Payroll, Financial Statements, Tax, Account Reconciliation, Tax Returns, Bank Reconciliation, Income Tax, CPA, Budgets, Spreadsheets, Microsoft Excel, Customer Service, Customer Satisfaction, Teamwork, Leadership, Data Entry, Sales, Social Media, Financial Accounting, Auditing, Social Networking, Internal Controls, Research, Access, Organization Skills, Internal Audit, Sarbanes-Oxley Act, GAAP, PeopleSoft, Financial Audits, Audits of Employee..., Caseview, Networking, Time Management
Education
The University of Memphis 2015 — 2016
Master’s Degree, Accounting, 3.55 GPA
The University of Memphis 2010 — 2015
Bachelor’s Degree, Accounting, 3.55 GPA
Saint Benedict at Auburndale High School 2007 — 2010
High School, Diploma, 4.10 GPA
CBIZ MHM, LLC June 2015 - Present
AutoZone January 2015 - May 2015
Smith & Smith, CPAs January 2010 - May 2015
Firebirds Wood Fired Grill June 2007 - December 2012
Skills
Bookkeeping, Tax Preparation, Accounting, Microsoft Office, PowerPoint, Microsoft Word, Payroll, Financial Statements, Tax, Account Reconciliation, Tax Returns, Bank Reconciliation, Income Tax, CPA, Budgets, Spreadsheets, Microsoft Excel, Customer Service, Customer Satisfaction, Teamwork, Leadership, Data Entry, Sales, Social Media, Financial Accounting, Auditing, Social Networking, Internal Controls, Research, Access, Organization Skills, Internal Audit, Sarbanes-Oxley Act, GAAP, PeopleSoft, Financial Audits, Audits of Employee..., Caseview, Networking, Time Management
Education
The University of Memphis 2015 — 2016
Master’s Degree, Accounting, 3.55 GPA
The University of Memphis 2010 — 2015
Bachelor’s Degree, Accounting, 3.55 GPA
Saint Benedict at Auburndale High School 2007 — 2010
High School, Diploma, 4.10 GPA
Janet Gordon Janet Gordon's CBIZ MHM, LLC Experience July 2008 - July 2010
Job Healthcare Administrator
Industry Hospital & Health Care
Experience
Lee's Summit Physicians Group, Inc. January 2015 - Present
Nueterra July 2010 - December 2014
CBIZ MHM, LLC July 2008 - July 2010
ENT Associates of Greater Kansas City, P.C. July 2004 - July 2008
Utilicorp United/Aquila/Everest Connections May 1998 - June 2004
Cardiovascular Consultants, P.C. February 1997 - May 1998
Blue Cross Blue Shield of Kansas City October 1995 - February 1997
Olathe Medical Center September 1994 - September 1995
Health Net (Mid-America Health Network) April 1994 - September 1994
Pharmacy Corporation of America (PCA) - now PharMerica November 1992 - April 1994
Skills
Physician Practice..., Facilities and..., Healthcare, Managed Care, Budgets, Physicians, Management, Joint Commission, State/CMS Regulatory..., Strategic Planning, Executive Leadership, Board Governance, Joint Ventures, Quality..., Facility Expansion, Microsoft Excel, Cross-functional Team..., Physician Practice..., Ambulatory Surgery, Business Process..., Financial Modeling, Accounting, Finance, Revenue Cycle Management, Auditing, Physician Relations, Healthcare Consulting, Healthcare Management, HIPAA, EMR, Employee Relations, Analysis, Forecasting, Leadership
Education
University of Kansas 1996 — 2000
MBA
University of Missouri-Kansas City 1986 — 1990
BS
Lee's Summit Physicians Group, Inc. January 2015 - Present
Nueterra July 2010 - December 2014
CBIZ MHM, LLC July 2008 - July 2010
ENT Associates of Greater Kansas City, P.C. July 2004 - July 2008
Utilicorp United/Aquila/Everest Connections May 1998 - June 2004
Cardiovascular Consultants, P.C. February 1997 - May 1998
Blue Cross Blue Shield of Kansas City October 1995 - February 1997
Olathe Medical Center September 1994 - September 1995
Health Net (Mid-America Health Network) April 1994 - September 1994
Pharmacy Corporation of America (PCA) - now PharMerica November 1992 - April 1994
Skills
Physician Practice..., Facilities and..., Healthcare, Managed Care, Budgets, Physicians, Management, Joint Commission, State/CMS Regulatory..., Strategic Planning, Executive Leadership, Board Governance, Joint Ventures, Quality..., Facility Expansion, Microsoft Excel, Cross-functional Team..., Physician Practice..., Ambulatory Surgery, Business Process..., Financial Modeling, Accounting, Finance, Revenue Cycle Management, Auditing, Physician Relations, Healthcare Consulting, Healthcare Management, HIPAA, EMR, Employee Relations, Analysis, Forecasting, Leadership
Education
University of Kansas 1996 — 2000
MBA
University of Missouri-Kansas City 1986 — 1990
BS
Jeff Szczepaniak, MSA Jeff Szczepaniak, MSA's CBIZ MHM, LLC Experience July 2013 - August 2013
Job Risk Assurance Associate at PwC
Industry Accounting
Experience
PwC October 2014 - Present
CBIZ MHM, LLC July 2013 - August 2013
AMS Servicing, LLC August 2012 - June 2013
WeiserMazars LLP June 2012 - August 2012
Best Buy January 2010 - March 2011
Skills
Financial Analysis, Customer Service, Credit, Mortgage Banking, Mortgage Lending, Loans, Microsoft Office, Strategic Financial..., Process Improvement, Microsoft Word, Call Center, Customer Satisfaction, PowerPoint, Business Analysis, Analysis, Account Reconciliation, Sales, Auditing
Education
University at Buffalo 2013 — 2014
Master of Science (MS), Accounting
University at BUffalo, THE STATE UNIVERSITY OF NEW YORK 2009 — 2013
Bachelor of Science (B.S.), Accounting; Accounting
PwC October 2014 - Present
CBIZ MHM, LLC July 2013 - August 2013
AMS Servicing, LLC August 2012 - June 2013
WeiserMazars LLP June 2012 - August 2012
Best Buy January 2010 - March 2011
Skills
Financial Analysis, Customer Service, Credit, Mortgage Banking, Mortgage Lending, Loans, Microsoft Office, Strategic Financial..., Process Improvement, Microsoft Word, Call Center, Customer Satisfaction, PowerPoint, Business Analysis, Analysis, Account Reconciliation, Sales, Auditing
Education
University at Buffalo 2013 — 2014
Master of Science (MS), Accounting
University at BUffalo, THE STATE UNIVERSITY OF NEW YORK 2009 — 2013
Bachelor of Science (B.S.), Accounting; Accounting
Kathleen Milford Kathleen Milford's CBIZ MHM, LLC Experience November 1984 - Present
Job Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC November 1984 - Present
Skills
Tax, Accounting, Forensic Accounting, CPA, Corporate Tax, GAAP, Mergers & Acquisitions, Finance, SEC filings, Internal Controls, Financial Analysis, Income Tax, Tax Preparation, US GAAP, Due Diligence, Small Business, Partnership Taxation, Tax Research, SEC Filings
Education
University of Southern California
Master's Degree, Tax Law/Taxation
University of California, Los Angeles 1979 — 1984
Bachelor's Degree, Economics
CBIZ MHM, LLC November 1984 - Present
Skills
Tax, Accounting, Forensic Accounting, CPA, Corporate Tax, GAAP, Mergers & Acquisitions, Finance, SEC filings, Internal Controls, Financial Analysis, Income Tax, Tax Preparation, US GAAP, Due Diligence, Small Business, Partnership Taxation, Tax Research, SEC Filings
Education
University of Southern California
Master's Degree, Tax Law/Taxation
University of California, Los Angeles 1979 — 1984
Bachelor's Degree, Economics
Yirui Nemo Zheng Yirui Nemo Zheng's CBIZ MHM, LLC Experience August 2015 - Present
Job Senior Tax Associate at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC January 2013 - July 2015
Skills
Financial Analysis, Microsoft Office, Corporate Tax, C++, Individual Tax, Financial Audits, Customer Service, Teamwork, Income Tax
Education
University of California, Los Angeles
Mathematics/Economics, Accounting
CBIZ MHM, LLC August 2015 - Present
CBIZ MHM, LLC January 2013 - July 2015
Skills
Financial Analysis, Microsoft Office, Corporate Tax, C++, Individual Tax, Financial Audits, Customer Service, Teamwork, Income Tax
Education
University of California, Los Angeles
Mathematics/Economics, Accounting
Sandi Guy Sandi Guy's CBIZ MHM, LLC Experience March 2012 - April 2014
Job Human Capital and Talent Strategies
Industry Accounting
Experience
Carr, Riggs & Ingram June 2015 - Present
CBIZ May 2014 - June 2015
CBIZ MHM, LLC March 2012 - April 2014
Greer & Walker, LLP August 2011 - March 2012
BDO USA, LLP March 2000 - November 2010
COONEY, RIKARD & CURTIN, INC January 1996 - February 2000
Skills
Mergers, Talent Acquisition, Organizational..., Talent Development, Planning, Project Planning, Employee Relations, Talent Management, Recruiting, Mergers & Acquisitions, Employee Engagement, Strategic Planning, Leadership Development, Human Resources, Healthcare, Employee Benefits, Leadership, Personnel Management
Education
University of Alabama
Bachelor of Science, Commerce and Business Administration; Human Resources Management
Carr, Riggs & Ingram June 2015 - Present
CBIZ May 2014 - June 2015
CBIZ MHM, LLC March 2012 - April 2014
Greer & Walker, LLP August 2011 - March 2012
BDO USA, LLP March 2000 - November 2010
COONEY, RIKARD & CURTIN, INC January 1996 - February 2000
Skills
Mergers, Talent Acquisition, Organizational..., Talent Development, Planning, Project Planning, Employee Relations, Talent Management, Recruiting, Mergers & Acquisitions, Employee Engagement, Strategic Planning, Leadership Development, Human Resources, Healthcare, Employee Benefits, Leadership, Personnel Management
Education
University of Alabama
Bachelor of Science, Commerce and Business Administration; Human Resources Management
Phillip Bastow's CBIZ MHM, LLC Experience June 2012 - April 2013
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US January 2015 - Present
KPMG US June 2013 - August 2013
CBIZ MHM, LLC June 2012 - April 2013
University of Kansas August 2012 - December 2012
The University of Kansas October 2011 - December 2012
US AgBank, FCB (Now CoBank) May 2011 - August 2011
American Fun Foods May 2008 - August 2010
Skills
Excel, Access, Visio, Critical Thinking, Process Improvement, Problem Solving, Oral & Written..., Active Listening, Microsoft Excel, Auditing, Accounts Receivable, Tax, Financial Statements, Tax Accounting, External Audit, Financial Accounting, Tax Preparation, Financial Reporting, Microsoft Word, PowerPoint
Education
The University of Texas at Austin 2013 — 2014
Master's Degree, Accounting
The University of Kansas 2009 — 2012
Bachelor's Degree, Accounting, Summa Cum Laude
KPMG US January 2015 - Present
KPMG US June 2013 - August 2013
CBIZ MHM, LLC June 2012 - April 2013
University of Kansas August 2012 - December 2012
The University of Kansas October 2011 - December 2012
US AgBank, FCB (Now CoBank) May 2011 - August 2011
American Fun Foods May 2008 - August 2010
Skills
Excel, Access, Visio, Critical Thinking, Process Improvement, Problem Solving, Oral & Written..., Active Listening, Microsoft Excel, Auditing, Accounts Receivable, Tax, Financial Statements, Tax Accounting, External Audit, Financial Accounting, Tax Preparation, Financial Reporting, Microsoft Word, PowerPoint
Education
The University of Texas at Austin 2013 — 2014
Master's Degree, Accounting
The University of Kansas 2009 — 2012
Bachelor's Degree, Accounting, Summa Cum Laude
Michael Walden, CPA Michael Walden, CPA's CBIZ MHM, LLC Experience January 2008 - April 2008
Job Senior Accountant at JE Dunn Construction
Industry Construction
Experience
JE Dunn Construction February 2013 - Present
Ernst & Young September 2009 - February 2013
CBIZ MHM, LLC January 2008 - April 2008
Hallmark Cards May 2007 - August 2007
Skills
Accounting, Financial Reporting, Auditing, US GAAP, Internal Controls, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, GAAP, Tax, CPA, Internal Audit
Education
University of Missouri-Kansas City 2008 — 2009
MSA
Truman State University 2004 — 2008
BS, Accounting
JE Dunn Construction February 2013 - Present
Ernst & Young September 2009 - February 2013
CBIZ MHM, LLC January 2008 - April 2008
Hallmark Cards May 2007 - August 2007
Skills
Accounting, Financial Reporting, Auditing, US GAAP, Internal Controls, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, GAAP, Tax, CPA, Internal Audit
Education
University of Missouri-Kansas City 2008 — 2009
MSA
Truman State University 2004 — 2008
BS, Accounting
Fran Bieberly's CBIZ MHM, LLC Experience October 2008 - January 2011
Job Seasoned professional with extensive experience in Account Management, Training, and Administrative Support
Industry Computer Software
Experience
Research Medical Center May 2014 - August 2015
Accuhealth Partners, Inc. May 2013 - March 2014
VinSolutions November 2012 - March 2013
iModules Software January 2011 - November 2012
CBIZ MHM, LLC October 2008 - January 2011
iModules Software September 2005 - October 2008
Mid America Health (Healthnet) 1999 - 2003
Skills
Email Marketing, Social Media, SaaS, Marketing Communications, CRM, Strategic Partnerships, Account Management, Project Management, Online Marketing, Strategic Planning, HTML, Marketing Strategy, Enterprise Software, Sales Process, Social Media Marketing, Salesforce.com, Budgets, Training, Customer Service, Data Analysis
Education
University of Nebraska at Omaha 1993 — 1995
Bachelor of Applied Science (BASc), Elementary Eduation
University of Kansas 1983 — 1987
Bachelor of Arts (BA), Personnel Administration
Research Medical Center May 2014 - August 2015
Accuhealth Partners, Inc. May 2013 - March 2014
VinSolutions November 2012 - March 2013
iModules Software January 2011 - November 2012
CBIZ MHM, LLC October 2008 - January 2011
iModules Software September 2005 - October 2008
Mid America Health (Healthnet) 1999 - 2003
Skills
Email Marketing, Social Media, SaaS, Marketing Communications, CRM, Strategic Partnerships, Account Management, Project Management, Online Marketing, Strategic Planning, HTML, Marketing Strategy, Enterprise Software, Sales Process, Social Media Marketing, Salesforce.com, Budgets, Training, Customer Service, Data Analysis
Education
University of Nebraska at Omaha 1993 — 1995
Bachelor of Applied Science (BASc), Elementary Eduation
University of Kansas 1983 — 1987
Bachelor of Arts (BA), Personnel Administration
Lauren Wilk, CPA's CBIZ MHM, LLC Experience January 2009 - Present
Job Supervising Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2009 - Present
Skills
S Corporations, CPA, Consolidated Returns, Multi-state tax returns, International Tax, Partnership Taxation, GoSystems, Tax Research, ProSystem fx Tax, US Tax, Tax Accounting, CCH ProSystem fx, State Tax, FIN 48, ASC 740
Education
University of Kansas - Graduate School of Business 2008 — 2008
Master's degree, Accountancy (Tax Track)
University of Kansas 2004 — 2007
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC January 2009 - Present
Skills
S Corporations, CPA, Consolidated Returns, Multi-state tax returns, International Tax, Partnership Taxation, GoSystems, Tax Research, ProSystem fx Tax, US Tax, Tax Accounting, CCH ProSystem fx, State Tax, FIN 48, ASC 740
Education
University of Kansas - Graduate School of Business 2008 — 2008
Master's degree, Accountancy (Tax Track)
University of Kansas 2004 — 2007
Bachelor of Science (B.S.), Accounting
Sean Curtis Soper's CBIZ MHM, LLC Experience October 2006 - September 2008
Job Assistant Controller @ Sungevity
Industry Renewables & Environment
Experience
Sungevity August 2015 - Present
Sungevity December 2014 - Present
YapStone May 2014 - December 2014
XOJET May 2013 - May 2014
Trayer Engineering Corporation June 2010 - May 2013
Spiegel Accountancy Corp. September 2008 - August 2009
CBIZ MHM, LLC October 2006 - September 2008
Merrill Lynch January 2005 - March 2005
Singapore Armed Forces June 1999 - December 2001
Skills
Financial Reporting, Internal Controls, Compliance, US GAAP, Auditing, Financial Statements, GAAP, Sarbanes-Oxley Act, Revenue Recognition, Consolidation, Financial Accounting, Financial Audits, Due Diligence, Finance, Sarbanes-Oxley, Cost Accounting, Cross-functional Team..., Team Leadership, Managerial Finance, Financial Analysis, Acquisition Integration, Financial Modeling, General Ledger, Fixed Assets, Variance Analysis, Account Reconciliation, Cash Flow, Cash Flow Forecasting, External Audit, Assurance, Lean Manufacturing, Kaizen, Kanban, Sales Tax, Forensic Accounting, Accounts Receivable, Accounting, Strategy, Leadership, Payroll, Business Strategy, Tax, Training, CPA
Education
University of California, Los Angeles 2002 — 2006
Bachelor's Degree, Economics
Sungevity August 2015 - Present
Sungevity December 2014 - Present
YapStone May 2014 - December 2014
XOJET May 2013 - May 2014
Trayer Engineering Corporation June 2010 - May 2013
Spiegel Accountancy Corp. September 2008 - August 2009
CBIZ MHM, LLC October 2006 - September 2008
Merrill Lynch January 2005 - March 2005
Singapore Armed Forces June 1999 - December 2001
Skills
Financial Reporting, Internal Controls, Compliance, US GAAP, Auditing, Financial Statements, GAAP, Sarbanes-Oxley Act, Revenue Recognition, Consolidation, Financial Accounting, Financial Audits, Due Diligence, Finance, Sarbanes-Oxley, Cost Accounting, Cross-functional Team..., Team Leadership, Managerial Finance, Financial Analysis, Acquisition Integration, Financial Modeling, General Ledger, Fixed Assets, Variance Analysis, Account Reconciliation, Cash Flow, Cash Flow Forecasting, External Audit, Assurance, Lean Manufacturing, Kaizen, Kanban, Sales Tax, Forensic Accounting, Accounts Receivable, Accounting, Strategy, Leadership, Payroll, Business Strategy, Tax, Training, CPA
Education
University of California, Los Angeles 2002 — 2006
Bachelor's Degree, Economics
Meagan Dowell, CPA Meagan Dowell, CPA's CBIZ MHM, LLC Experience August 2010 - Present
Job Supervising Senior Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2010 - Present
The University of Arizona August 2009 - May 2010
Skills
Partnership Taxation, Corporate Tax, Real Estate Transactions, Holding Companies, Problem Solving, Financial Statements, Communication, Leadership
Education
University of Arizona 2009 — 2010
Master's of Accounting, Taxation
University of Kansas 2005 — 2009
Bachelor's of Science, Accounting
Consortium Institute of Management and Business Analysis 2008 — 2008
International Business and Auditing
CBIZ MHM, LLC August 2010 - Present
The University of Arizona August 2009 - May 2010
Skills
Partnership Taxation, Corporate Tax, Real Estate Transactions, Holding Companies, Problem Solving, Financial Statements, Communication, Leadership
Education
University of Arizona 2009 — 2010
Master's of Accounting, Taxation
University of Kansas 2005 — 2009
Bachelor's of Science, Accounting
Consortium Institute of Management and Business Analysis 2008 — 2008
International Business and Auditing
Niki Bhatia's CBIZ MHM, LLC Experience April 2012 - July 2015
Job Human Resources Generalist at Interactive Achievement, LLC
Industry Human Resources
Experience
Interactive Achievement, LLC July 2015 - Present
CBIZ MHM, LLC April 2012 - July 2015
Euro Asia Transload Inc. January 2003 - August 2011
Euro Asia Transload Inc. January 2003 - August 2011
Wan Mohamed & Khoo Consulting Engineers June 1995 - September 1997
Education
Universiti Teknologi Malaysia
Bachelor of Engineering (B.Eng.), Civil Engineering
Interactive Achievement, LLC July 2015 - Present
CBIZ MHM, LLC April 2012 - July 2015
Euro Asia Transload Inc. January 2003 - August 2011
Euro Asia Transload Inc. January 2003 - August 2011
Wan Mohamed & Khoo Consulting Engineers June 1995 - September 1997
Education
Universiti Teknologi Malaysia
Bachelor of Engineering (B.Eng.), Civil Engineering
Kari Keese, CPA Kari Keese, CPA's CBIZ MHM, LLC Experience September 2006 - March 2012
Job Director of Finance / Controller at Axonics Modulation Technologies, Inc.
Industry Medical Devices
Experience
Axonics Modulation Technologies, Inc. August 2014 - Present
Vessix Vascular, Inc (a division of Boston Scientific Corp.) April 2012 - July 2014
CBIZ MHM, LLC September 2006 - March 2012
Skills
Accounting, Auditing, Internal Controls, QuickBooks, Microsoft Excel, Operating Budgets, Payroll, Financial Statements, Financial Analysis, Financial Reporting, Tax, Business Planning, Budgets, Tax Accounting, Financial Accounting, Fixed Assets, Revenue Recognition, Tennis, GAAP, SEC filings
Education
UCSB
Bachelor of Arts (B.A.), Business/Managerial Economics
Axonics Modulation Technologies, Inc. August 2014 - Present
Vessix Vascular, Inc (a division of Boston Scientific Corp.) April 2012 - July 2014
CBIZ MHM, LLC September 2006 - March 2012
Skills
Accounting, Auditing, Internal Controls, QuickBooks, Microsoft Excel, Operating Budgets, Payroll, Financial Statements, Financial Analysis, Financial Reporting, Tax, Business Planning, Budgets, Tax Accounting, Financial Accounting, Fixed Assets, Revenue Recognition, Tennis, GAAP, SEC filings
Education
UCSB
Bachelor of Arts (B.A.), Business/Managerial Economics
Brian Ryniker's CBIZ MHM, LLC Experience January 2011 - Present
Job Managing Director at CBIZ MHM, LLC and Shareholder of Mayer Hoffman McCann P.C.
Industry Accounting
Experience
CBIZ MHM, LLC January 2011 - Present
Mayer Hoffman McCann P.C. January 2011 - Present
CBIZ MHM, LLC 2008 - 2010
Mahoney Cohen & Co. CPA P.C. 1998 - 2008
Skills
Bankruptcy, Forensic Accounting, Accounting, Litigation Support, Restructuring, Insolvency, Assurance, Auditing, Financial Accounting, QuickBooks, Corporate Recovery, Tax, Business Valuation, CPA, Internal Controls, Financial Reporting, Financial Statements, Litigation Consulting, US GAAP, GAAP, General Ledger, Corporate Tax, SEC filings
Education
State University of New York at Albany 1995 — 1998
Bachelor of Science (BS), accounting
University at Albany, SUNY 1994 — 1998
BS, Accounting
Northport High School 1991 — 1994
CBIZ MHM, LLC January 2011 - Present
Mayer Hoffman McCann P.C. January 2011 - Present
CBIZ MHM, LLC 2008 - 2010
Mahoney Cohen & Co. CPA P.C. 1998 - 2008
Skills
Bankruptcy, Forensic Accounting, Accounting, Litigation Support, Restructuring, Insolvency, Assurance, Auditing, Financial Accounting, QuickBooks, Corporate Recovery, Tax, Business Valuation, CPA, Internal Controls, Financial Reporting, Financial Statements, Litigation Consulting, US GAAP, GAAP, General Ledger, Corporate Tax, SEC filings
Education
State University of New York at Albany 1995 — 1998
Bachelor of Science (BS), accounting
University at Albany, SUNY 1994 — 1998
BS, Accounting
Northport High School 1991 — 1994
Suzanne Johnston, CPA, CCIFP's CBIZ MHM, LLC Experience August 2004 - July 2014
Job Controller at Bettis Asphalt & Construction, Inc.
Industry Accounting
Experience
Bettis Asphalt & Construction, Inc. July 2014 - Present
CBIZ MHM, LLC August 2004 - July 2014
Skills
Financial Reporting, Process Improvement, Auditing, Accounting, GAAP, General Ledger, Business Process..., Internal Controls, Tax, Income Tax, CPA, Financial Accounting, Construction Accounting, Internal Audit, Forensic Accounting, Management, Sarbanes-Oxley Act, Financial Analysis, Business Valuation, US GAAP, QuickBooks, Cost Accounting, Financial Statements
Education
University of Kansas - Graduate School of Business 2003 — 2004
Master of Accounting and Information Systems, Accounting and Information Systems
The University of Kansas 2000 — 2003
Bachelor of Science in Business, Accounting and Business Administration
Bettis Asphalt & Construction, Inc. July 2014 - Present
CBIZ MHM, LLC August 2004 - July 2014
Skills
Financial Reporting, Process Improvement, Auditing, Accounting, GAAP, General Ledger, Business Process..., Internal Controls, Tax, Income Tax, CPA, Financial Accounting, Construction Accounting, Internal Audit, Forensic Accounting, Management, Sarbanes-Oxley Act, Financial Analysis, Business Valuation, US GAAP, QuickBooks, Cost Accounting, Financial Statements
Education
University of Kansas - Graduate School of Business 2003 — 2004
Master of Accounting and Information Systems, Accounting and Information Systems
The University of Kansas 2000 — 2003
Bachelor of Science in Business, Accounting and Business Administration
Asha Pruitt's CBIZ MHM, LLC Experience 2009 - 2012
Job Bookkeeper at AMP Bookkeeping
Industry Accounting
Experience
AMP Bookkeeping January 2013 - Present
CBIZ MHM, LLC 2009 - 2012
Skills
Accounting, General Ledger, QuickBooks, Financial Reporting, Financial Accounting, Auditing, Account Reconciliation, Financial Statements, Accounts Payable, Sales Tax, Payroll
Education
Washburn University 2008 — 2010
Bachelor's degree, Accounting
University of Kansas
Architectural Studies
AMP Bookkeeping January 2013 - Present
CBIZ MHM, LLC 2009 - 2012
Skills
Accounting, General Ledger, QuickBooks, Financial Reporting, Financial Accounting, Auditing, Account Reconciliation, Financial Statements, Accounts Payable, Sales Tax, Payroll
Education
Washburn University 2008 — 2010
Bachelor's degree, Accounting
University of Kansas
Architectural Studies
Eric Waser Eric Waser's CBIZ MHM, LLC Experience September 2004 - March 2007
Job Controller at Slaton Bros, Inc.
Industry Construction
Experience
Slaton Bros, Inc. August 2013 - Present
Freyssinet April 2011 - July 2013
Nicholson Construction June 2010 - April 2011
Refco Holdings, Inc. March 2007 - May 2010
CBIZ MHM, LLC September 2004 - March 2007
Youngstown State University September 2002 - December 2002
Bruner-Cox LLP September 2000 - May 2002
Skills
Accounting, GAAP, Internal Controls, Financial Analysis, Auditing, Cash Management, CPA, Financial Statements, Budgets, SEC filings
Education
University of Akron School of Law 2000 — 2002
Masters, Accounting
Youngstown State University 1996 — 2000
Bachelors, Business Administration
Slaton Bros, Inc. August 2013 - Present
Freyssinet April 2011 - July 2013
Nicholson Construction June 2010 - April 2011
Refco Holdings, Inc. March 2007 - May 2010
CBIZ MHM, LLC September 2004 - March 2007
Youngstown State University September 2002 - December 2002
Bruner-Cox LLP September 2000 - May 2002
Skills
Accounting, GAAP, Internal Controls, Financial Analysis, Auditing, Cash Management, CPA, Financial Statements, Budgets, SEC filings
Education
University of Akron School of Law 2000 — 2002
Masters, Accounting
Youngstown State University 1996 — 2000
Bachelors, Business Administration
Sam Gilman's CBIZ MHM, LLC Experience June 2015 - Present
Job Summer Intern at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC June 2015 - Present
Brookridge Golf & Fitness June 2013 - July 2014
Skills
Leadership, Accounting, Event Planning, Teamwork, Social Media, Coaching, Recruiting, Community Service, Microsoft Word, ProSystem fx Tax, Communication
Education
University of Kansas 2012 — 2016
Accounting and Finance
CBIZ MHM, LLC June 2015 - Present
Brookridge Golf & Fitness June 2013 - July 2014
Skills
Leadership, Accounting, Event Planning, Teamwork, Social Media, Coaching, Recruiting, Community Service, Microsoft Word, ProSystem fx Tax, Communication
Education
University of Kansas 2012 — 2016
Accounting and Finance
Marissa Wilbur's CBIZ MHM, LLC Experience August 2011 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
Magnolia Properties Group, LLC August 2014 - Present
CBIZ MHM, LLC August 2011 - Present
UC Santa Barbara August 2010 - June 2011
Roger CPA June 2010 - June 2011
Skills
PowerPoint, Accounting, Salesforce.com, Microsoft Excel, Microsoft Word, Financial Reporting, Auditing, Financial Accounting, QuickBooks, Public Speaking, Microsoft Office, Social Networking, Social Media
Education
University of California, Santa Barbara 2007 — 2011
B.A., Economics and Accounting
Magnolia Properties Group, LLC August 2014 - Present
CBIZ MHM, LLC August 2011 - Present
UC Santa Barbara August 2010 - June 2011
Roger CPA June 2010 - June 2011
Skills
PowerPoint, Accounting, Salesforce.com, Microsoft Excel, Microsoft Word, Financial Reporting, Auditing, Financial Accounting, QuickBooks, Public Speaking, Microsoft Office, Social Networking, Social Media
Education
University of California, Santa Barbara 2007 — 2011
B.A., Economics and Accounting
Corey Chan, CPA Corey Chan, CPA's CBIZ MHM, LLC Experience September 2011 - December 2013
Job Senior Financial Analyst at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment January 2014 - Present
CBIZ MHM, LLC September 2011 - December 2013
KPMG June 2010 - August 2010
UCLA Athletics August 2009 - June 2010
Skills
Financial Analysis, Financial Reporting, GAAP, Auditing, Financial Statement..., CPA, Internal Controls, Accounting, Financial Statements, Microsoft Excel, Microsoft Office, PowerPoint, Financial Statement..., Bank Reconciliation, Caseware, SAP, SAP BW, Essbase
Education
University of California, Los Angeles 2007 — 2011
B.A., Business Economics
St. Ignatius College Prep 2003 — 2007
Sony Pictures Entertainment January 2014 - Present
CBIZ MHM, LLC September 2011 - December 2013
KPMG June 2010 - August 2010
UCLA Athletics August 2009 - June 2010
Skills
Financial Analysis, Financial Reporting, GAAP, Auditing, Financial Statement..., CPA, Internal Controls, Accounting, Financial Statements, Microsoft Excel, Microsoft Office, PowerPoint, Financial Statement..., Bank Reconciliation, Caseware, SAP, SAP BW, Essbase
Education
University of California, Los Angeles 2007 — 2011
B.A., Business Economics
St. Ignatius College Prep 2003 — 2007
Katie Lavery, PHR's CBIZ MHM, LLC Experience October 2013 - Present
Job Human Resources Generalist at CBIZ MHM, LLC
Industry Human Resources
Experience
CBIZ MHM, LLC October 2013 - Present
CBIZ May 2012 - October 2013
Sedona Staffing May 2011 - May 2012
Skills
Employee Relations, Client Retention, Recruitment/Retention, Customer Retention, Payroll, Training, Interviews, Workers Compensation, Benefits Administration, Customer Service, Performance Management, Talent Acquisition, Personnel Management, Human Resources, Microsoft Office, Employee Benefits, Applicant Tracking..., Microsoft Excel, Organizational..., College Recruiting, Talent Management, New Hire Orientations, Team Building, Management, Sales, Strategic Planning, Leadership Development, Deferred Compensation, Account Management, Employee Engagement, Leadership
Education
University of Kansas 2006 — 2011
Bachelor of Science, Management and Leadership (HR Concentration)
CBIZ MHM, LLC October 2013 - Present
CBIZ May 2012 - October 2013
Sedona Staffing May 2011 - May 2012
Skills
Employee Relations, Client Retention, Recruitment/Retention, Customer Retention, Payroll, Training, Interviews, Workers Compensation, Benefits Administration, Customer Service, Performance Management, Talent Acquisition, Personnel Management, Human Resources, Microsoft Office, Employee Benefits, Applicant Tracking..., Microsoft Excel, Organizational..., College Recruiting, Talent Management, New Hire Orientations, Team Building, Management, Sales, Strategic Planning, Leadership Development, Deferred Compensation, Account Management, Employee Engagement, Leadership
Education
University of Kansas 2006 — 2011
Bachelor of Science, Management and Leadership (HR Concentration)
Melanie Corrigan's CBIZ MHM, LLC Experience February 2013 - Present
Job Senior Human Resource Generalist at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC February 2013 - Present
Arbor River Oaks July 2012 - February 2013
Appling Lakes Apartments December 2010 - July 2012
Skills
Performance Management, Interviews, Onboarding, Recruiting, New Hire Orientations, Management, Customer Service, Accounting, Administration, Personnel Management, Employee Benefits, HR Policies, PeopleSoft, Human Resources
Education
The University of Memphis 2006 — 2010
Bachelors of Business Adminstration, Business Management
Cordova High School 2002 — 2006
CBIZ MHM, LLC February 2013 - Present
Arbor River Oaks July 2012 - February 2013
Appling Lakes Apartments December 2010 - July 2012
Skills
Performance Management, Interviews, Onboarding, Recruiting, New Hire Orientations, Management, Customer Service, Accounting, Administration, Personnel Management, Employee Benefits, HR Policies, PeopleSoft, Human Resources
Education
The University of Memphis 2006 — 2010
Bachelors of Business Adminstration, Business Management
Cordova High School 2002 — 2006
Nathaniel Hoekstra's CBIZ MHM, LLC Experience August 2012 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2012 - Present
CBIZ MHM Thompson Dunavant July 2010 - July 2012
Thompson Dunavant PLC January 2010 - April 2010
Education
The University of Memphis 2009 — 2010
Accounting
The University of Memphis 2002 — 2006
BBA, Finance
CBIZ MHM, LLC August 2012 - Present
CBIZ MHM Thompson Dunavant July 2010 - July 2012
Thompson Dunavant PLC January 2010 - April 2010
Education
The University of Memphis 2009 — 2010
Accounting
The University of Memphis 2002 — 2006
BBA, Finance
Courtney Murray's CBIZ MHM, LLC Experience November 2012 - Present
Job Human Resources Director at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC November 2012 - Present
National Association of Insurance Commissioners September 2006 - November 2012
National Association of Insurance Commissioners January 2003 - September 2006
NAIC July 2000 - January 2003
Maxim Group October 1998 - July 2000
Skills
Policy, Personnel Management, Onboarding, Employee Relations, HRIS, Benefits Administration, Employee Benefits, Performance Management, Human Resources, College Recruiting, Process Improvement, Succession Planning, Deferred Compensation, Project Management, Recruiting, Employment Law, Team Building, Microsoft Excel
Education
University of Kansas
Bachelor's degree, Speech, Language, and Hearing
CBIZ MHM, LLC November 2012 - Present
National Association of Insurance Commissioners September 2006 - November 2012
National Association of Insurance Commissioners January 2003 - September 2006
NAIC July 2000 - January 2003
Maxim Group October 1998 - July 2000
Skills
Policy, Personnel Management, Onboarding, Employee Relations, HRIS, Benefits Administration, Employee Benefits, Performance Management, Human Resources, College Recruiting, Process Improvement, Succession Planning, Deferred Compensation, Project Management, Recruiting, Employment Law, Team Building, Microsoft Excel
Education
University of Kansas
Bachelor's degree, Speech, Language, and Hearing
Matt deMontesquiou, CPA's CBIZ MHM, LLC Experience September 2003 - May 2009
Job Finance, SOX & Accounting Consultant
Industry Accounting
Experience
Financial,SOX, Internal Audit Consulting September 2013 - Present
The Retail Equation March 2012 - September 2013
Western Dental Services June 2009 - February 2012
CBIZ MHM, LLC September 2003 - May 2009
Law Offices of Walsh & deMontesquiou July 1999 - December 2001
Skills
Auditing, Accounting, Internal Audit, Leadership, Finance, GAAP, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Business Process, Internal Controls, Cash Management, Revenue Recognition, US GAAP, Tax, Corporate Finance, Financial Analysis, Financial Statements, PPA, Consolidation, External Audit, SOX 404, Forecasting, Budgets, Time Management, P&L Management, Forensic Accounting, Presentations, Financial Accounting, Start-ups, Mergers, Team Building, Due Diligence, Process Improvement, Strategic Consulting, Flowcharts, Management, Sarbanes-Oxley, SEC Filings, Mergers & Acquisitions
Education
University of California, Santa Barbara 1999 — 2003
Business Economics with an emphasis in Accounting
Chaminade High School 1995 — 1999
Financial,SOX, Internal Audit Consulting September 2013 - Present
The Retail Equation March 2012 - September 2013
Western Dental Services June 2009 - February 2012
CBIZ MHM, LLC September 2003 - May 2009
Law Offices of Walsh & deMontesquiou July 1999 - December 2001
Skills
Auditing, Accounting, Internal Audit, Leadership, Finance, GAAP, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Business Process, Internal Controls, Cash Management, Revenue Recognition, US GAAP, Tax, Corporate Finance, Financial Analysis, Financial Statements, PPA, Consolidation, External Audit, SOX 404, Forecasting, Budgets, Time Management, P&L Management, Forensic Accounting, Presentations, Financial Accounting, Start-ups, Mergers, Team Building, Due Diligence, Process Improvement, Strategic Consulting, Flowcharts, Management, Sarbanes-Oxley, SEC Filings, Mergers & Acquisitions
Education
University of California, Santa Barbara 1999 — 2003
Business Economics with an emphasis in Accounting
Chaminade High School 1995 — 1999
Joann C. Cueto, CPA, ABV, CVA, CFF, CFE's CBIZ MHM, LLC Experience January 2005 - April 2012
Job Accounting Manager at UTC Aerospace Systems
Industry Accounting
Experience
UTC Aerospace Systems December 2014 - Present
UTC Aerospace Systems January 2014 - November 2014
Life Technologies May 2013 - January 2014
NuVasive December 2012 - May 2013
CBIZ MHM, LLC January 2005 - April 2012
Nation Smith Hermes Diamond, LLC October 2002 - January 2005
HDOS Enterprises February 1999 - October 2002
Hot Dog on a Stick 1999 - 2002
Skills
Business Valuation, Due Diligence, Accounting, Financial Analysis, Bankruptcy, Financial Audits, Asset Tracing, Report Writing, Certified Fraud Examiner, Certified Public..., Fraud, Forensic Accounting, CPA, Financial Reporting, Litigation Support, Mergers & Acquisitions, Internal Audit, Finance, Valuation, Financial Statements, Account Reconciliation, Revenue Recognition, Cost Accounting, Auditing, SEC filings, US GAAP, GAAP, Forecasting, SEC Filings
Education
University of California, San Diego 1998 — 2000
Professional Certificate, Accounting
University of California, San Diego 1990 — 1995
Bachelor of Arts (B.A.), Economics
University of California, San Diego 1990 — 1995
Bachelor of Arts (B.A.), Sociology
UTC Aerospace Systems December 2014 - Present
UTC Aerospace Systems January 2014 - November 2014
Life Technologies May 2013 - January 2014
NuVasive December 2012 - May 2013
CBIZ MHM, LLC January 2005 - April 2012
Nation Smith Hermes Diamond, LLC October 2002 - January 2005
HDOS Enterprises February 1999 - October 2002
Hot Dog on a Stick 1999 - 2002
Skills
Business Valuation, Due Diligence, Accounting, Financial Analysis, Bankruptcy, Financial Audits, Asset Tracing, Report Writing, Certified Fraud Examiner, Certified Public..., Fraud, Forensic Accounting, CPA, Financial Reporting, Litigation Support, Mergers & Acquisitions, Internal Audit, Finance, Valuation, Financial Statements, Account Reconciliation, Revenue Recognition, Cost Accounting, Auditing, SEC filings, US GAAP, GAAP, Forecasting, SEC Filings
Education
University of California, San Diego 1998 — 2000
Professional Certificate, Accounting
University of California, San Diego 1990 — 1995
Bachelor of Arts (B.A.), Economics
University of California, San Diego 1990 — 1995
Bachelor of Arts (B.A.), Sociology
Karen Jonas's CBIZ MHM, LLC Experience October 1997 - January 2011
Job Tax Specialist
Industry Accounting
Experience
Ascent Private Capital Management, a division of US Bank August 2011 - Present
WhippleWood CPAs PC January 2011 - July 2011
CBIZ MHM, LLC October 1997 - January 2011
Barnes Van Vorst Reposa Gosnell & Indowsky, P.A. June 1997 - August 1997
CBIZ MHM, LLC (formerly Shenkin Kurtz Baker & Co., P.C.) September 1988 - May 1997
Deloitte Touche, LLP June 1985 - September 1988
Wholenberg Ritzman & Co November 1981 - May 1985
Education
University of Denver - College of Law
Juris Doctor
University of Denver - College of Law
Master of Tax
The University of South Dakota
Master, Professional Accountancy
Wayne State College 1978 — 1981
B.S, Business Administration; Accounting Emphasis
Ascent Private Capital Management, a division of US Bank August 2011 - Present
WhippleWood CPAs PC January 2011 - July 2011
CBIZ MHM, LLC October 1997 - January 2011
Barnes Van Vorst Reposa Gosnell & Indowsky, P.A. June 1997 - August 1997
CBIZ MHM, LLC (formerly Shenkin Kurtz Baker & Co., P.C.) September 1988 - May 1997
Deloitte Touche, LLP June 1985 - September 1988
Wholenberg Ritzman & Co November 1981 - May 1985
Education
University of Denver - College of Law
Juris Doctor
University of Denver - College of Law
Master of Tax
The University of South Dakota
Master, Professional Accountancy
Wayne State College 1978 — 1981
B.S, Business Administration; Accounting Emphasis
Daniel Tevis, CPA's CBIZ MHM, LLC Experience September 2014 - Present
Job Tax Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2014 - Present
Genske, Mulder & Company, LLP September 2009 - September 2014
Deloitte September 2004 - September 2009
Skills
Audit, Income Tax, Tax, Auditing, US GAAP, Financial Reporting, GAAP, Financial Accounting, Big 4, Sarbanes-Oxley Act
Education
University of California, Riverside 2001 — 2004
Bachelor's Degree, Accounting
CBIZ MHM, LLC September 2014 - Present
Genske, Mulder & Company, LLP September 2009 - September 2014
Deloitte September 2004 - September 2009
Skills
Audit, Income Tax, Tax, Auditing, US GAAP, Financial Reporting, GAAP, Financial Accounting, Big 4, Sarbanes-Oxley Act
Education
University of California, Riverside 2001 — 2004
Bachelor's Degree, Accounting
Holly Giammanco's CBIZ MHM, LLC Experience January 2009 - March 2011
Job IT Audit Senior Manager at CHAN HEALTHCARE
Industry Accounting
Experience
CHAN HEALTHCARE May 2013 - Present
CHAN HEALTHCARE March 2011 - Present
CBIZ MHM, LLC January 2009 - March 2011
CBIZ MHM, LLC January 2005 - January 2009
Ernst & Young June 2003 - January 2005
Ernst & Young January 2002 - May 2002
Skills
CISA, IT Audit, Internal Audit, Information Security, Sarbanes-Oxley Act, SAS70, SSAE 16, Auditing, Risk Management, Information Technology, Internal Controls, Consulting, Data Center, Enterprise Risk..., GAAP, Financial Audits, COSO, Governance, Financial Risk, External Audit, Financial Accounting, Sarbanes-Oxley, SEC filings, Financial Reporting, Assurance, Accounting, SOX 404, COBIT, Risk Assessment, CPA, Information Security..., Business Process..., Financial Analysis, US GAAP, Business Continuity
Education
The University of Kansas 1998 — 2003
BSB
CHAN HEALTHCARE May 2013 - Present
CHAN HEALTHCARE March 2011 - Present
CBIZ MHM, LLC January 2009 - March 2011
CBIZ MHM, LLC January 2005 - January 2009
Ernst & Young June 2003 - January 2005
Ernst & Young January 2002 - May 2002
Skills
CISA, IT Audit, Internal Audit, Information Security, Sarbanes-Oxley Act, SAS70, SSAE 16, Auditing, Risk Management, Information Technology, Internal Controls, Consulting, Data Center, Enterprise Risk..., GAAP, Financial Audits, COSO, Governance, Financial Risk, External Audit, Financial Accounting, Sarbanes-Oxley, SEC filings, Financial Reporting, Assurance, Accounting, SOX 404, COBIT, Risk Assessment, CPA, Information Security..., Business Process..., Financial Analysis, US GAAP, Business Continuity
Education
The University of Kansas 1998 — 2003
BSB
Chris Wittig, CPA's CBIZ MHM, LLC Experience June 1986 - Present
Job Local Office Audit Practice Lead Managing Director and Regional EBP Audit Leader
Industry Accounting
Experience
CBIZ MHM LLC June 1986 - Present
Mayer Hoffman McCann PC CPA's June 1986 - Present
Skills
Helping Clients Succeed, Auditing, Benefits Accounting, Helping clients...
Education
State University of New York at Buffalo
Bachelor's degree, Accounting, Cum Laude
CBIZ MHM LLC June 1986 - Present
Mayer Hoffman McCann PC CPA's June 1986 - Present
Skills
Helping Clients Succeed, Auditing, Benefits Accounting, Helping clients...
Education
State University of New York at Buffalo
Bachelor's degree, Accounting, Cum Laude
Hornichter, Andrew CPA/ABV/CFF's CBIZ MHM, LLC Experience 2007 - Present
Job Senior Manager at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC 2007 - Present
Education
University of California, San Diego 1994 — 1998
Bachelor's degree, Economics, With Honors
CBIZ MHM, LLC 2007 - Present
Education
University of California, San Diego 1994 — 1998
Bachelor's degree, Economics, With Honors
Tom Schawang's CBIZ MHM, LLC Experience October 1987 - June 1993
Job CFO at Major Brands
Industry Wholesale
Experience
Major Brands June 1993 - Present
CBIZ MHM, LLC October 1987 - June 1993
Skills
Auditing, Management, Tax, Wine, Strategic Planning, Microsoft Excel, Forecasting, Accounting, Financial Statements, Banking, Financial Reporting, Financial Analysis, Sales, Business Strategy, Risk Management, Budgets, Account Management, Customer Service
Education
The University of Kansas 1985 — 1987
BS, Accounting and Business Management
Major Brands June 1993 - Present
CBIZ MHM, LLC October 1987 - June 1993
Skills
Auditing, Management, Tax, Wine, Strategic Planning, Microsoft Excel, Forecasting, Accounting, Financial Statements, Banking, Financial Reporting, Financial Analysis, Sales, Business Strategy, Risk Management, Budgets, Account Management, Customer Service
Education
The University of Kansas 1985 — 1987
BS, Accounting and Business Management
Bill Saxton's CBIZ MHM, LLC Experience December 2012 - Present
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC December 2012 - Present
CBIZ MHM, LLC November 2011 - December 2012
BKD, LLP July 2004 - November 2011
Skills
GAAP, Auditing, Accounting, CPA, Financial Reporting, Internal Controls, Financial Accounting, US GAAP, General Ledger, Financial Analysis, Financial Statements
Education
University of Kansas 1999 — 2004
BS, Accounting and Business Administration
West 1996 — 1999
CBIZ MHM, LLC December 2012 - Present
CBIZ MHM, LLC November 2011 - December 2012
BKD, LLP July 2004 - November 2011
Skills
GAAP, Auditing, Accounting, CPA, Financial Reporting, Internal Controls, Financial Accounting, US GAAP, General Ledger, Financial Analysis, Financial Statements
Education
University of Kansas 1999 — 2004
BS, Accounting and Business Administration
West 1996 — 1999
Adam Clapp, CPA's CBIZ MHM, LLC Experience 2005 - 2007
Job Controller at Bron Tapes, Inc.
Industry Accounting
Experience
Bron Tapes May 2014 - Present
Ascent Solar Technologies, Inc. December 2013 - May 2014
Ascent Solar Technologies, Inc. May 2010 - December 2013
Hein & Associates September 2007 - May 2010
CBIZ MHM, LLC 2005 - 2007
Skills
Financial Audits, CPA, SEC filings, GAAP, Internal Controls, Auditing, US GAAP, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, Internal Audit, General Ledger, Assurance, Income Tax
Education
The University of Kansas 2001 — 2006
BS, Accounting - Emphasis in Corporate Finance
Bron Tapes May 2014 - Present
Ascent Solar Technologies, Inc. December 2013 - May 2014
Ascent Solar Technologies, Inc. May 2010 - December 2013
Hein & Associates September 2007 - May 2010
CBIZ MHM, LLC 2005 - 2007
Skills
Financial Audits, CPA, SEC filings, GAAP, Internal Controls, Auditing, US GAAP, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, Internal Audit, General Ledger, Assurance, Income Tax
Education
The University of Kansas 2001 — 2006
BS, Accounting - Emphasis in Corporate Finance
Meagan Shober's CBIZ MHM, LLC Experience 2010 - Present
Job Student at University of Kansas
Industry Accounting
Experience
CBIZ MHM, LLC 2010 - Present
Education
The University of Kansas 2004 — 2009
CBIZ MHM, LLC 2010 - Present
Education
The University of Kansas 2004 — 2009
Gregg Spiegel, CPA's CBIZ MHM, LLC Experience 2009 - Present
Job Shareholder at Mayer Hoffman McCann P.C. with strong experience in the Apparel and Consumer Products Industries
Industry Accounting
Experience
Mayer Hoffman McCann P.C. January 2009 - Present
CBIZ MHM, LLC 2009 - Present
Mahoney Cohen November 1995 - December 2008
Rashba and Pokart CPAs 1978 - 1995
Skills
Accounting, Tax, GAAP, Forensic Accounting, Auditing, Internal Controls, Corporate Tax, Mergers & Acquisitions, CPA, Financial Reporting, SEC filings, Forecasting, Valuation, Corporate Finance, Financial Analysis, Banking, Managerial Finance, Restructuring, Finance, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Financial Statements, Business Valuation, Due Diligence, Tax Research, Revenue Recognition, External Audit, Tax Accounting, Income Tax, General Ledger, Tax Preparation, Financial Audits, Internal Audit, Cash Flow, Consolidation, Cash Management, Tax Returns, Partnership Taxation, IFRS, QuickBooks
Education
University at Buffalo 1974 — 1978
BS, Accounting
Mayer Hoffman McCann P.C. January 2009 - Present
CBIZ MHM, LLC 2009 - Present
Mahoney Cohen November 1995 - December 2008
Rashba and Pokart CPAs 1978 - 1995
Skills
Accounting, Tax, GAAP, Forensic Accounting, Auditing, Internal Controls, Corporate Tax, Mergers & Acquisitions, CPA, Financial Reporting, SEC filings, Forecasting, Valuation, Corporate Finance, Financial Analysis, Banking, Managerial Finance, Restructuring, Finance, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Financial Statements, Business Valuation, Due Diligence, Tax Research, Revenue Recognition, External Audit, Tax Accounting, Income Tax, General Ledger, Tax Preparation, Financial Audits, Internal Audit, Cash Flow, Consolidation, Cash Management, Tax Returns, Partnership Taxation, IFRS, QuickBooks
Education
University at Buffalo 1974 — 1978
BS, Accounting
Julia Holland, CPA's CBIZ MHM, LLC Experience January 2008 - April 2008
Job International Tax Manager at Deloitte
Industry Accounting
Experience
Deloitte August 2012 - Present
Koch Industries, Inc June 2009 - July 2012
Koch Industries May 2008 - August 2008
CBIZ MHM, LLC January 2008 - April 2008
Skills
Tax Accounting, Tax Research, Corporate Tax, Tax
Education
University of Kansas - Graduate School of Business 2008 — 2009
Masters of Accountancy, Accounting and Minor in Finance
The University of Kansas 2004 — 2008
BS, Accounting
Deloitte August 2012 - Present
Koch Industries, Inc June 2009 - July 2012
Koch Industries May 2008 - August 2008
CBIZ MHM, LLC January 2008 - April 2008
Skills
Tax Accounting, Tax Research, Corporate Tax, Tax
Education
University of Kansas - Graduate School of Business 2008 — 2009
Masters of Accountancy, Accounting and Minor in Finance
The University of Kansas 2004 — 2008
BS, Accounting
Laura Hartley, CPA, CFE's CBIZ MHM, LLC Experience August 2009 - Present
Job Senior Audit Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2009 - Present
University of Kansas September 2005 - July 2009
University of Kansas September 2005 - May 2009
Skills
Accounting, GAAP, Auditing, Tax Preparation, Account Reconciliation, QuickBooks, Financial Accounting, Invoicing, Accounts Payable, Financial Analysis, Financial Reporting, Internal Controls, SEC filings, Corporate Tax, US GAAP, General Ledger, Assurance, External Audit, Sarbanes-Oxley Act, Internal Audit, Financial Statements, Tax, CPA, Income Tax
Education
University of Kansas - Graduate School of Business 2008 — 2009
MAcc, Accounting, Audit Track
The University of Kansas 2007 — 2009
BS, Accounting
Highland Community College 2003 — 2005
AA/AS, Business
PLHS
CBIZ MHM, LLC August 2009 - Present
University of Kansas September 2005 - July 2009
University of Kansas September 2005 - May 2009
Skills
Accounting, GAAP, Auditing, Tax Preparation, Account Reconciliation, QuickBooks, Financial Accounting, Invoicing, Accounts Payable, Financial Analysis, Financial Reporting, Internal Controls, SEC filings, Corporate Tax, US GAAP, General Ledger, Assurance, External Audit, Sarbanes-Oxley Act, Internal Audit, Financial Statements, Tax, CPA, Income Tax
Education
University of Kansas - Graduate School of Business 2008 — 2009
MAcc, Accounting, Audit Track
The University of Kansas 2007 — 2009
BS, Accounting
Highland Community College 2003 — 2005
AA/AS, Business
PLHS
BJ Adams's CBIZ MHM, LLC Experience August 2009 - May 2010
Job Partner at CapFusion
Industry Financial Services
Experience
CapFusion January 2014 - Present
Flat Iron Capital Partners January 2012 - Present
EdgeHill Capital Partners June 2011 - December 2011
Myers and Stauffer LC June 2010 - May 2011
CBIZ MHM, LLC August 2009 - May 2010
CBIZ January 2008 - April 2008
CBIZ June 2007 - July 2007
Skills
Accounting, Tax, Financial Accounting, Auditing, Financial Reporting, Income Tax, QuickBooks, Financial Analysis, Microsoft Excel, Tax Preparation, Microsoft Word, Microsoft Office, PowerPoint, Bookkeeping, GAAP, Corporate Tax, Internal Controls, General Ledger, Accounts Payable, Accounts Receivable
Education
University of Kansas 2004 — 2008
Bachelor of Science (BS), Accounting
University of Missouri-Kansas City 2008 — 2009
Accounting
CapFusion January 2014 - Present
Flat Iron Capital Partners January 2012 - Present
EdgeHill Capital Partners June 2011 - December 2011
Myers and Stauffer LC June 2010 - May 2011
CBIZ MHM, LLC August 2009 - May 2010
CBIZ January 2008 - April 2008
CBIZ June 2007 - July 2007
Skills
Accounting, Tax, Financial Accounting, Auditing, Financial Reporting, Income Tax, QuickBooks, Financial Analysis, Microsoft Excel, Tax Preparation, Microsoft Word, Microsoft Office, PowerPoint, Bookkeeping, GAAP, Corporate Tax, Internal Controls, General Ledger, Accounts Payable, Accounts Receivable
Education
University of Kansas 2004 — 2008
Bachelor of Science (BS), Accounting
University of Missouri-Kansas City 2008 — 2009
Accounting
Kurt J. Philippin, CPA's CBIZ MHM, LLC Experience September 2008 - December 2012
Job Technically Sound and Practical Senior Financial Executive
Industry Accounting
Experience
CBIZ MHM, LLC September 2008 - December 2012
Marcum LLP November 2007 - June 2008
Perelson Weiner LLP February 2004 - November 2007
Quigo Technologies, Inc. December 2002 - December 2004
Gemini Voice Solutions, Inc. July 1999 - December 2002
Ernst & Young LLP September 1991 - June 1999
Skills
Auditing, GAAP, Accounting, Internal Controls, Forensic Accounting, SEC rules and..., Debt & Equity Capital..., Mergers and acquisitions, Financial planning and..., Income taxes, Financial Analysis, Private Equity, Financial Statements, Income Tax, Finance, US GAAP, Venture Capital, CPA, Due Diligence, SEC filings, Sarbanes-Oxley Act, mergers and acquisitions
Education
State University of New York at Albany 1987 — 1991
Bachelor of Science (BS), Accounting
CBIZ MHM, LLC September 2008 - December 2012
Marcum LLP November 2007 - June 2008
Perelson Weiner LLP February 2004 - November 2007
Quigo Technologies, Inc. December 2002 - December 2004
Gemini Voice Solutions, Inc. July 1999 - December 2002
Ernst & Young LLP September 1991 - June 1999
Skills
Auditing, GAAP, Accounting, Internal Controls, Forensic Accounting, SEC rules and..., Debt & Equity Capital..., Mergers and acquisitions, Financial planning and..., Income taxes, Financial Analysis, Private Equity, Financial Statements, Income Tax, Finance, US GAAP, Venture Capital, CPA, Due Diligence, SEC filings, Sarbanes-Oxley Act, mergers and acquisitions
Education
State University of New York at Albany 1987 — 1991
Bachelor of Science (BS), Accounting
Christopher Parrott's CBIZ MHM, LLC Experience October 2012 - June 2014
Job Spreadsheet Aficionado | Data Hoarder | Learner | Thinking It Over
Industry Accounting
Experience
Neighbor.ly March 2012 - Present
DotRegitry September 2011 - Present
CBIZ MHM, LLC October 2012 - June 2014
CMP, LLC August 2010 - October 2012
Marks Nelson Vohland Campbell Radetic LLC October 2006 - August 2010
KeyBank Real Estate Capital 2003 - 2006
Prudential Financial 2000 - 2002
Skills
IFRS, Financial Modeling, Accounting, Valuation, Property Tax, Financial Analysis, Asset Managment, Financial Reporting, Tax, Tax Credits, Strategic Financial..., Finance, Budgets, Financial Planners, Cash Flow, Financial Statements, Corporate Finance, Strategic Planning, Financial Statement..., Consulting, Forecasting
Education
University of Kansas 1996 — 2000
Bishop Miege 1991 — 1995
Pembroke Hill School 1985 — 1991
Neighbor.ly March 2012 - Present
DotRegitry September 2011 - Present
CBIZ MHM, LLC October 2012 - June 2014
CMP, LLC August 2010 - October 2012
Marks Nelson Vohland Campbell Radetic LLC October 2006 - August 2010
KeyBank Real Estate Capital 2003 - 2006
Prudential Financial 2000 - 2002
Skills
IFRS, Financial Modeling, Accounting, Valuation, Property Tax, Financial Analysis, Asset Managment, Financial Reporting, Tax, Tax Credits, Strategic Financial..., Finance, Budgets, Financial Planners, Cash Flow, Financial Statements, Corporate Finance, Strategic Planning, Financial Statement..., Consulting, Forecasting
Education
University of Kansas 1996 — 2000
Bishop Miege 1991 — 1995
Pembroke Hill School 1985 — 1991
Cyndi Ruth Ponikvar's CBIZ MHM, LLC Experience January 2006 - November 2009
Job Associate at Wallace Valuation Advisors
Industry Financial Services
Experience
Wallace Valuation Advisors January 2012 - Present
Superior Court of California, County of Plumas December 2009 - December 2011
CBIZ MHM, LLC January 2006 - November 2009
White Zuckerman Warsavsky Luna Wolf & Hunt, LLP July 2004 - January 2006
Education
University of California, Santa Barbara 2000 — 2004
BA, Business Economics with an Emphasis in Accounting
Wallace Valuation Advisors January 2012 - Present
Superior Court of California, County of Plumas December 2009 - December 2011
CBIZ MHM, LLC January 2006 - November 2009
White Zuckerman Warsavsky Luna Wolf & Hunt, LLP July 2004 - January 2006
Education
University of California, Santa Barbara 2000 — 2004
BA, Business Economics with an Emphasis in Accounting
Molly Wendland's CBIZ MHM, LLC Experience January 2013 - Present
Job Sales & Marketing Professional
Industry Accounting
Experience
CBIZ MHM, LLC January 2013 - Present
CBIZ MHM, LLC 2006 - January 2013
Willow House 2002 - 2006
Alliance Financial Group 1998 - 2000
Propeller Interactive Design & Development 1997 - 1998
ARAMARK Refreshment Services 1992 - 1997
Skills
Proposal Generation, Marketing Material..., Sales, Building Relationships, Customer Service, Proposal Writing, Proposal Management, Content Development, Technical Writing, New Business Development, Sales Presentations, Business Development, Content Writing, Leadership, Sales Management, Selling, Training, Strategic Negotiations, Public Relations, Grant Writing, Tax Incentives, CRM, Problem Solving
Education
The University of Kansas 1983 — 1988
BA, Communication Studies
Shawnee Mission East High School
CBIZ MHM, LLC January 2013 - Present
CBIZ MHM, LLC 2006 - January 2013
Willow House 2002 - 2006
Alliance Financial Group 1998 - 2000
Propeller Interactive Design & Development 1997 - 1998
ARAMARK Refreshment Services 1992 - 1997
Skills
Proposal Generation, Marketing Material..., Sales, Building Relationships, Customer Service, Proposal Writing, Proposal Management, Content Development, Technical Writing, New Business Development, Sales Presentations, Business Development, Content Writing, Leadership, Sales Management, Selling, Training, Strategic Negotiations, Public Relations, Grant Writing, Tax Incentives, CRM, Problem Solving
Education
The University of Kansas 1983 — 1988
BA, Communication Studies
Shawnee Mission East High School
Leah Cole, CPA's CBIZ MHM, LLC Experience November 2012 - Present
Job Tax Supervising Senior Associate at CBIZ MHM and Lecturer at University of Kansas
Industry Accounting
Experience
The University of Kansas August 2015 - Present
CBIZ MHM, LLC November 2012 - Present
Rockhurst University October 2011 - August 2013
RubinBrown LLP October 2010 - October 2012
University of Kansas May 2009 - June 2010
University of Kansas August 2008 - June 2010
Koch Industries May 2009 - August 2009
University of Kansas January 2007 - May 2008
Skills
Tax Preparation, Tax, Accounting, Audit, Financial Reporting
Education
University of Kansas - Graduate School of Business
Masters of Accounting, Taxation
The University of Kansas
Bachelor of Science, Accounting and Finance
The University of Kansas August 2015 - Present
CBIZ MHM, LLC November 2012 - Present
Rockhurst University October 2011 - August 2013
RubinBrown LLP October 2010 - October 2012
University of Kansas May 2009 - June 2010
University of Kansas August 2008 - June 2010
Koch Industries May 2009 - August 2009
University of Kansas January 2007 - May 2008
Skills
Tax Preparation, Tax, Accounting, Audit, Financial Reporting
Education
University of Kansas - Graduate School of Business
Masters of Accounting, Taxation
The University of Kansas
Bachelor of Science, Accounting and Finance
Jeff Quillin, CPA's CBIZ MHM, LLC Experience 2006 - July 2012
Job Senior Accountant at Agrex, Inc.
Industry Import and Export
Experience
Agrex, Inc. July 2012 - Present
CBIZ November 2006 - July 2012
CBIZ, Mayer Hoffman McCann P November 2006 - July 2012
CBIZ MHM, LLC 2006 - July 2012
CBIZ 2006 - 2009
Koch, Seidhoff, Hand, & Dunn LLP June 2004 - November 2006
KSHD, LLP May 2005 - October 2006
Morrow and Company, LLP January 2005 - May 2005
Skills
Auditing, Accounting, SEC filings, Internal Controls, Financial Reporting, GAAP, Tax, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Tax Research, Income Tax, CPA, Partnership Taxation, General Ledger, Financial Analysis, Tax Preparation, Revenue Recognition, Tax Accounting, Financial Statements, IFRS, Internal Audit, Account Reconciliation, Fixed Assets, Tax Returns, Bookkeeping, Finance
Education
Washburn University 2003 — 2004
Bachelor, Accounting
Washburn University 2003 — 2004
B.A, Accounting
The University of Kansas 2000 — 2003
Business, Accounting
Agrex, Inc. July 2012 - Present
CBIZ November 2006 - July 2012
CBIZ, Mayer Hoffman McCann P November 2006 - July 2012
CBIZ MHM, LLC 2006 - July 2012
CBIZ 2006 - 2009
Koch, Seidhoff, Hand, & Dunn LLP June 2004 - November 2006
KSHD, LLP May 2005 - October 2006
Morrow and Company, LLP January 2005 - May 2005
Skills
Auditing, Accounting, SEC filings, Internal Controls, Financial Reporting, GAAP, Tax, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Tax Research, Income Tax, CPA, Partnership Taxation, General Ledger, Financial Analysis, Tax Preparation, Revenue Recognition, Tax Accounting, Financial Statements, IFRS, Internal Audit, Account Reconciliation, Fixed Assets, Tax Returns, Bookkeeping, Finance
Education
Washburn University 2003 — 2004
Bachelor, Accounting
Washburn University 2003 — 2004
B.A, Accounting
The University of Kansas 2000 — 2003
Business, Accounting
Tom Huey's CBIZ MHM, LLC Experience 1998 - 2007
Job Senior Audit Manager at Windes, Inc.
Industry Accounting
Experience
Windes July 2007 - Present
CBIZ MHM, LLC 1998 - 2007
Skills
Auditing, GAAP, Internal Controls, US GAAP, SEC filings, CPA, Financial Reporting, Financial Statements, Financial Analysis, External Audit
Education
University of California, Los Angeles 1994 — 1996
BA, Business Economics
Windes July 2007 - Present
CBIZ MHM, LLC 1998 - 2007
Skills
Auditing, GAAP, Internal Controls, US GAAP, SEC filings, CPA, Financial Reporting, Financial Statements, Financial Analysis, External Audit
Education
University of California, Los Angeles 1994 — 1996
BA, Business Economics
Adriana Gourian, CPA's CBIZ MHM, LLC Experience July 2008 - September 2014
Job Revenue Analyst at Ixia
Industry Accounting
Experience
Ixia October 2014 - Present
CBIZ MHM, LLC July 2008 - September 2014
Skills
CPA, Auditing, US GAAP, Financial Statements, QuickBooks, General Ledger, Fixed Assets, Accounts Payable, Financial Audits, Cash Flow, Journal Entries, Accounts Receivable, Internal Controls
Education
University of California, Santa Barbara 2004 — 2008
BA, Business Economics w/ emphasis in Accounting, Spanish
Ixia October 2014 - Present
CBIZ MHM, LLC July 2008 - September 2014
Skills
CPA, Auditing, US GAAP, Financial Statements, QuickBooks, General Ledger, Fixed Assets, Accounts Payable, Financial Audits, Cash Flow, Journal Entries, Accounts Receivable, Internal Controls
Education
University of California, Santa Barbara 2004 — 2008
BA, Business Economics w/ emphasis in Accounting, Spanish
Grant Spannuth, CPA's CBIZ MHM, LLC Experience December 2010 - September 2013
Job Audit Manager at Grant Thornton
Industry Accounting
Experience
Grant Thornton LLP September 2013 - Present
CBIZ MHM, LLC December 2010 - September 2013
CBIZ January 2009 - April 2009
Skills
Auditing, US GAAP, CPA, Revenue Recognition, Internal Controls, Financial Accounting, Accounting, Financial Reporting, Accounting Research
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2010
Master in Professional Accounting, Accounting
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
BS, Accounting
Grant Thornton LLP September 2013 - Present
CBIZ MHM, LLC December 2010 - September 2013
CBIZ January 2009 - April 2009
Skills
Auditing, US GAAP, CPA, Revenue Recognition, Internal Controls, Financial Accounting, Accounting, Financial Reporting, Accounting Research
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2010
Master in Professional Accounting, Accounting
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
BS, Accounting
Kevin Walker, CPA's CBIZ MHM, LLC Experience March 2004 - Present
Job Managing Director at CBIZ MHM
Industry Accounting
Experience
CBIZ MHM, LLC March 2004 - Present
Mayer Hoffman McCann P.C. 2004 - Present
First Downs for Down Syndrome January 1999 - Present
Saint Luke's Medical Group April 1996 - January 2004
US Oncology June 1995 - April 1996
Olathe Medical Services Inc. June 1993 - April 1995
Arthur Andersen & Co June 1987 - May 1993
Skills
Healthcare Consulting, Healthcare Industry, healthcare valuation, Valuation, Financial Modeling, Healthcare Reimbursement, Business Valuation, Budgets, Strategic Planning, Analysis, Accounts Receivable, Income Tax, GAAP, CPA, Partnership Taxation, Corporate Tax, Forensic Accounting, Accounting, Healthcare, Finance
Education
University of Kansas 1983 — 1987
B.S., Business Administration and Accounting
CBIZ MHM, LLC March 2004 - Present
Mayer Hoffman McCann P.C. 2004 - Present
First Downs for Down Syndrome January 1999 - Present
Saint Luke's Medical Group April 1996 - January 2004
US Oncology June 1995 - April 1996
Olathe Medical Services Inc. June 1993 - April 1995
Arthur Andersen & Co June 1987 - May 1993
Skills
Healthcare Consulting, Healthcare Industry, healthcare valuation, Valuation, Financial Modeling, Healthcare Reimbursement, Business Valuation, Budgets, Strategic Planning, Analysis, Accounts Receivable, Income Tax, GAAP, CPA, Partnership Taxation, Corporate Tax, Forensic Accounting, Accounting, Healthcare, Finance
Education
University of Kansas 1983 — 1987
B.S., Business Administration and Accounting
Jeff Carlstedt, CPA's CBIZ MHM, LLC Experience January 1995 - Present
Job Senior Managing Director at CBIZ MHM, LLC and Shareholder at Mayer Hoffman McCann P.C.
Industry Accounting
Experience
CBIZ MHM, LLC January 1995 - Present
Mayer Hoffman McCann P.C. January 1995 - Present
Skills
Not-for-profit..., Regulatory auditing, Tax Credits - Section..., Tax Credits - Section..., State Historic Tax..., Manufacturing and..., Financial Statement..., Internal Controls, Accounting, Not for Profit, Internal Audit, Financial Audits, Auditing
Education
The University of Kansas
M.S., Business/Tax Emphasis
CBIZ MHM, LLC January 1995 - Present
Mayer Hoffman McCann P.C. January 1995 - Present
Skills
Not-for-profit..., Regulatory auditing, Tax Credits - Section..., Tax Credits - Section..., State Historic Tax..., Manufacturing and..., Financial Statement..., Internal Controls, Accounting, Not for Profit, Internal Audit, Financial Audits, Auditing
Education
The University of Kansas
M.S., Business/Tax Emphasis
John Shoemaker, CPA's CBIZ MHM, LLC Experience August 2011 - July 2013
Job Manager at CBIZ MHM, LLC and Mayer Hoffman McCann P.C.
Industry Accounting
Experience
CBIZ MHM, LLC and Mayer Hoffman McCann P.C. May 2014 - Present
The Carlyle Group July 2013 - May 2014
CBIZ MHM, LLC August 2011 - July 2013
CBIZ MHM, LLC August 2009 - July 2011
CBIZ MHM, LLC January 2008 - April 2008
Skills
US GAAP, Auditing, Accounting, GAAP, CPA, SEC filings, Internal Controls, Financial Accounting, Financial Reporting, Financial Statements, External Audit, Financial Audits, Financial Analysis, Assurance, Sarbanes-Oxley Act
Education
University of Kansas 2008 — 2009
Master of Accounting, Audit Track
University of Kansas 2004 — 2008
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC and Mayer Hoffman McCann P.C. May 2014 - Present
The Carlyle Group July 2013 - May 2014
CBIZ MHM, LLC August 2011 - July 2013
CBIZ MHM, LLC August 2009 - July 2011
CBIZ MHM, LLC January 2008 - April 2008
Skills
US GAAP, Auditing, Accounting, GAAP, CPA, SEC filings, Internal Controls, Financial Accounting, Financial Reporting, Financial Statements, External Audit, Financial Audits, Financial Analysis, Assurance, Sarbanes-Oxley Act
Education
University of Kansas 2008 — 2009
Master of Accounting, Audit Track
University of Kansas 2004 — 2008
Bachelor of Science (B.S.), Accounting
Shana Radparvar's CBIZ MHM, LLC Experience January 2007 - June 2014
Job VP of Finance and Operations at Channel Factory
Industry Accounting
Experience
Channel Factory February 2015 - Present
Glass Jacobson Malek June 2014 - January 2015
CBIZ MHM, LLC January 2007 - June 2014
NR Tax & Accounting October 2004 - December 2006
Skills
ProSystem fx Tax, Tax Research, Partnership Taxation, US Tax, Tax Accounting, Tax Preparation, Income Tax, Corporate Tax, S Corporations, CPA, Accounting, Tax, Tax Returns, Financial Reporting, GAAP, SEC filings, Tax Advisory, US GAAP
Education
University of California, Los Angeles
Channel Factory February 2015 - Present
Glass Jacobson Malek June 2014 - January 2015
CBIZ MHM, LLC January 2007 - June 2014
NR Tax & Accounting October 2004 - December 2006
Skills
ProSystem fx Tax, Tax Research, Partnership Taxation, US Tax, Tax Accounting, Tax Preparation, Income Tax, Corporate Tax, S Corporations, CPA, Accounting, Tax, Tax Returns, Financial Reporting, GAAP, SEC filings, Tax Advisory, US GAAP
Education
University of California, Los Angeles
E. Cooper O'Connor's CBIZ MHM, LLC Experience 2010 - May 2011
Job Senior Private Client Associate/Associate Officer at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management April 2014 - Present
Bernstein Private Wealth Management March 2012 - March 2014
6th Street Consulting May 2011 - March 2012
CBIZ MHM, LLC 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, PowerPoint, MS Project, Portfolio Optimization, Resource Allocation, Excel, SharePoint, Word
Education
University of California, Los Angeles 2005 — 2010
B.A. International Economic Development, Minor Environmental Studies/Geography
Bernstein Private Wealth Management April 2014 - Present
Bernstein Private Wealth Management March 2012 - March 2014
6th Street Consulting May 2011 - March 2012
CBIZ MHM, LLC 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, PowerPoint, MS Project, Portfolio Optimization, Resource Allocation, Excel, SharePoint, Word
Education
University of California, Los Angeles 2005 — 2010
B.A. International Economic Development, Minor Environmental Studies/Geography
Greg Schmidtlein, CPA's CBIZ MHM, LLC Experience August 2009 - March 2010
Job Director of Assurance Services at Douthett and Co. CPA PA
Industry Accounting
Experience
Douthett and Co. CPA PA August 2013 - Present
Kennedy and Coe December 2012 - August 2013
Lunchbox October 2010 - December 2012
Applied Strategies International, LTD June 2010 - October 2010
CBIZ MHM, LLC August 2009 - March 2010
CBIZ MHM, LLC January 2005 - August 2009
Skills
CPA, GAAP, Financial Statements, Tax Preparation, Corporate Tax, Income Tax, Managerial Finance, Sarbanes-Oxley, Variance Analysis, SEC filings, Forecasting, Finance, External Audit, Tax Research, Strategic Planning, Analysis
Education
University of Kansas - Graduate School of Business 2006 — 2007
Master's degree, Accounting and Information Systems
University of Kansas 2001 — 2006
Bachelor of Science (B.S.), Accounting and Business Administration
Douthett and Co. CPA PA August 2013 - Present
Kennedy and Coe December 2012 - August 2013
Lunchbox October 2010 - December 2012
Applied Strategies International, LTD June 2010 - October 2010
CBIZ MHM, LLC August 2009 - March 2010
CBIZ MHM, LLC January 2005 - August 2009
Skills
CPA, GAAP, Financial Statements, Tax Preparation, Corporate Tax, Income Tax, Managerial Finance, Sarbanes-Oxley, Variance Analysis, SEC filings, Forecasting, Finance, External Audit, Tax Research, Strategic Planning, Analysis
Education
University of Kansas - Graduate School of Business 2006 — 2007
Master's degree, Accounting and Information Systems
University of Kansas 2001 — 2006
Bachelor of Science (B.S.), Accounting and Business Administration
Naveed Mirza, CPA's CBIZ MHM, LLC Experience January 2013 - September 2015
Job Senior Audit Staff at Cannon Wright Blount
Industry Accounting
Experience
Cannon Wright Blount September 2015 - Present
CBIZ MHM, LLC January 2013 - September 2015
Skills
CPA, SEC filings, GAAP, US GAAP, External Audit, Internal Controls, Financial Statements, Auditing, Sarbanes-Oxley Act, Assurance, Financial Accounting
Education
The University of Memphis 2011 — 2012
Master's degree, Accounting
University of Tennessee-Knoxville 2007 — 2011
Bachelor's degree, Accounting
Memphis University School 2003 — 2007
Cannon Wright Blount September 2015 - Present
CBIZ MHM, LLC January 2013 - September 2015
Skills
CPA, SEC filings, GAAP, US GAAP, External Audit, Internal Controls, Financial Statements, Auditing, Sarbanes-Oxley Act, Assurance, Financial Accounting
Education
The University of Memphis 2011 — 2012
Master's degree, Accounting
University of Tennessee-Knoxville 2007 — 2011
Bachelor's degree, Accounting
Memphis University School 2003 — 2007
Charlie Odhner, CPA, CFE's CBIZ MHM, LLC Experience December 2013 - Present
Job Audit Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC December 2013 - Present
CBIZ MHM, LLC October 2012 - December 2013
Isdaner & Company, LLC September 2009 - September 2012
Skills
Auditing, Accounting, Financial Statements, GAAP, Internal Controls, Financial Reporting
Education
Villanova University 2008 — 2009
Masters, Accountancy and Professional Consultancy
University of Arizona 2003 — 2008
Bachelors, Accounting
CBIZ MHM, LLC December 2013 - Present
CBIZ MHM, LLC October 2012 - December 2013
Isdaner & Company, LLC September 2009 - September 2012
Skills
Auditing, Accounting, Financial Statements, GAAP, Internal Controls, Financial Reporting
Education
Villanova University 2008 — 2009
Masters, Accountancy and Professional Consultancy
University of Arizona 2003 — 2008
Bachelors, Accounting
Britney Latham, CPA's CBIZ MHM, LLC Experience December 2012 - August 2013
Job Staff Auditor at Frazee Ivy Davis, PLC
Industry Accounting
Experience
Frazee Ivy Davis, PLC June 2014 - Present
The University of Memphis August 2013 - May 2014
CBIZ MHM, LLC December 2012 - August 2013
Joy McDaniel Academy of Dance August 2009 - May 2013
Distribution Services Incorporated February 2010 - December 2012
Frazee Ivy Davis, PLC December 2011 - August 2012
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Project Management, Data Analysis, Public Speaking, GAAP, Management
Education
The University of Memphis 2012 — 2014
Master's Degree, Accounting
The University of Memphis 2009 — 2012
Bachelor of Business Administration, Accounting
Frazee Ivy Davis, PLC June 2014 - Present
The University of Memphis August 2013 - May 2014
CBIZ MHM, LLC December 2012 - August 2013
Joy McDaniel Academy of Dance August 2009 - May 2013
Distribution Services Incorporated February 2010 - December 2012
Frazee Ivy Davis, PLC December 2011 - August 2012
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Project Management, Data Analysis, Public Speaking, GAAP, Management
Education
The University of Memphis 2012 — 2014
Master's Degree, Accounting
The University of Memphis 2009 — 2012
Bachelor of Business Administration, Accounting
Joe Zamora's CBIZ MHM, LLC Experience 2005 - 2006
Job
Industry Information Technology and Services
Experience
AMN Healthcare January 2007 - September 2007
KPMG US October 2006 - January 2007
CBIZ MHM, LLC 2005 - 2006
Federal Bureau of Prisons September 1998 - September 2004
Ogden Corporation (Allied Services GmbH) March 1992 - September 1997
C/326 Engineer Bn.,101st ABN 1989 - 1991
Skills
Internal Controls, Internal Audit, Accounting, Auditing, IT Audit, Enterprise Risk..., Risk Management, Financial Analysis, Leadership, Government, Policy, Sarbanes-Oxley, Microsoft Office, Financial Accounting, Training, Financial Reporting, Risk Assessment, Military, Analysis, Security, Defense, Emergency Management, DoD, Organizational..., Leadership Development, Command, Team Building, Process Improvement, Security Clearance, Sarbanes-Oxley Act, Operational Planning, General Ledger, Special Operations
Education
UCSD 2008 — 2010
Master's degree (not-completed), Data Mining
University of Maryland University College 1987 — 1997
Bachelor of Science (BS), Accounting and Business/Management, 3.4
AMN Healthcare January 2007 - September 2007
KPMG US October 2006 - January 2007
CBIZ MHM, LLC 2005 - 2006
Federal Bureau of Prisons September 1998 - September 2004
Ogden Corporation (Allied Services GmbH) March 1992 - September 1997
C/326 Engineer Bn.,101st ABN 1989 - 1991
Skills
Internal Controls, Internal Audit, Accounting, Auditing, IT Audit, Enterprise Risk..., Risk Management, Financial Analysis, Leadership, Government, Policy, Sarbanes-Oxley, Microsoft Office, Financial Accounting, Training, Financial Reporting, Risk Assessment, Military, Analysis, Security, Defense, Emergency Management, DoD, Organizational..., Leadership Development, Command, Team Building, Process Improvement, Security Clearance, Sarbanes-Oxley Act, Operational Planning, General Ledger, Special Operations
Education
UCSD 2008 — 2010
Master's degree (not-completed), Data Mining
University of Maryland University College 1987 — 1997
Bachelor of Science (BS), Accounting and Business/Management, 3.4
Lauren Pollmiller's CBIZ MHM, LLC Experience June 2010 - July 2010
Job Audit Senior
Industry Accounting
Experience
Deloitte September 2012 - Present
University of Kansas School of Business August 2010 - July 2012
University of Kansas August 2007 - May 2012
Deloitte June 2011 - August 2011
CBIZ MHM, LLC June 2010 - July 2010
Skills
Accounting, Financial Accounting, Microsoft Excel, Microsoft Office
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master of Accounting
University of Kansas 2007 — 2011
Bachelor of Accounting
Deloitte September 2012 - Present
University of Kansas School of Business August 2010 - July 2012
University of Kansas August 2007 - May 2012
Deloitte June 2011 - August 2011
CBIZ MHM, LLC June 2010 - July 2010
Skills
Accounting, Financial Accounting, Microsoft Excel, Microsoft Office
Education
University of Kansas - Graduate School of Business 2011 — 2012
Master of Accounting
University of Kansas 2007 — 2011
Bachelor of Accounting
Steve Schnepel's CBIZ MHM, LLC Experience January 2012 - February 2013
Job Senior Tax Manager at EKS&H
Industry Accounting
Experience
EKS&H February 2013 - Present
CBIZ MHM, LLC January 2012 - February 2013
PwC September 2010 - December 2011
Deloitte February 2004 - September 2010
KPMG US August 2002 - February 2004
Arthur Andersen May 2001 - August 2001
Skills
International Tax, Tax Comp, Tax Compliance, Tax Accounting, International Tax...
Education
Tulane University - A.B. Freeman School of Business 1999 — 2002
BS, Accounting & Finance
Regis Jesuit High School 1994 — 1998
EKS&H February 2013 - Present
CBIZ MHM, LLC January 2012 - February 2013
PwC September 2010 - December 2011
Deloitte February 2004 - September 2010
KPMG US August 2002 - February 2004
Arthur Andersen May 2001 - August 2001
Skills
International Tax, Tax Comp, Tax Compliance, Tax Accounting, International Tax...
Education
Tulane University - A.B. Freeman School of Business 1999 — 2002
BS, Accounting & Finance
Regis Jesuit High School 1994 — 1998
Joanne Chon, CPA's CBIZ MHM, LLC Experience June 2008 - October 2011
Job Senior Supervisor at RBZ
Industry Accounting
Experience
RBZ February 2015 - Present
Glass Jacobson Malek, LLP June 2014 - January 2015
BDO USA, LLP October 2011 - June 2014
CBIZ MHM, LLC June 2008 - October 2011
Skills
Tax Accounting, Tax Compliance, Tax Preparation, Bookkeeping, Tax Research, Partnership Taxation, ProSystem fx Tax, S Corporations, GoSystems, CPA, Income Tax
Education
UCLA 2004 — 2008
Bachelor of Arts (BA), Economics, Minor in Accounting
RBZ February 2015 - Present
Glass Jacobson Malek, LLP June 2014 - January 2015
BDO USA, LLP October 2011 - June 2014
CBIZ MHM, LLC June 2008 - October 2011
Skills
Tax Accounting, Tax Compliance, Tax Preparation, Bookkeeping, Tax Research, Partnership Taxation, ProSystem fx Tax, S Corporations, GoSystems, CPA, Income Tax
Education
UCLA 2004 — 2008
Bachelor of Arts (BA), Economics, Minor in Accounting
Jessica Hilger, CPA's CBIZ MHM, LLC Experience January 2011 - April 2012
Job Financial Reporting Analyst at Spirit AeroSystems
Industry Aviation & Aerospace
Experience
Spirit AeroSystems April 2012 - Present
CBIZ MHM, LLC January 2011 - April 2012
Westar Energy May 2009 - August 2009
Skills
Financial Reporting, Accounting, Auditing, Financial Accounting
Education
University of Kansas - Graduate School of Business 2010 — 2010
Master's degree, Accounting
University of Kansas 2006 — 2010
Bachelor of Arts (B.A.), Accounting
Spirit AeroSystems April 2012 - Present
CBIZ MHM, LLC January 2011 - April 2012
Westar Energy May 2009 - August 2009
Skills
Financial Reporting, Accounting, Auditing, Financial Accounting
Education
University of Kansas - Graduate School of Business 2010 — 2010
Master's degree, Accounting
University of Kansas 2006 — 2010
Bachelor of Arts (B.A.), Accounting
Terrence Waldren's CBIZ MHM, LLC Experience September 2013 - Present
Job Sr. Associate Audit and Compliance
Industry Accounting
Experience
CBIZ MHM, LLC September 2013 - Present
Ralph C Johnson & Co, P.C. July 2004 - August 2013
Warinner Gesinger & Associates January 2002 - May 2004
Skills
US GAAP, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Accounting, Financial Statements, GAAP, Tax, General Ledger, CPA, External Audit, Sarbanes-Oxley Act, Assurance, Agreed Upon Procedures, Attest, Financial Statement..., Nonprofits, OMB Circular, Yellow Book Audits
Education
Truman State University 1999 — 2000
Master's degree, Accountancy, 3.0
Truman State University 1995 — 1999
Bachelor's of Science, Accounting, 3.0
CBIZ MHM, LLC September 2013 - Present
Ralph C Johnson & Co, P.C. July 2004 - August 2013
Warinner Gesinger & Associates January 2002 - May 2004
Skills
US GAAP, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Accounting, Financial Statements, GAAP, Tax, General Ledger, CPA, External Audit, Sarbanes-Oxley Act, Assurance, Agreed Upon Procedures, Attest, Financial Statement..., Nonprofits, OMB Circular, Yellow Book Audits
Education
Truman State University 1999 — 2000
Master's degree, Accountancy, 3.0
Truman State University 1995 — 1999
Bachelor's of Science, Accounting, 3.0