Checkers, Simon & Rosner
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Checkers, Simon & Rosner Employees
Weltman Bernfield LLC CPAs July 2002 - Present
Midwest Truck & Auto Parts October 1999 - June 2002
American Express Tax & Business Services 1997 - 1999
Checkers, Simon & Rosner 1986 - 1997
B.L. Rosenberg & Co. August 1980 - 1986
Skills
Income Tax, Tax, Accounting, Partnership Taxation, Tax Preparation, Financial Reporting, Financial Accounting, Tax Research, Auditing, CPA, GAAP, QuickBooks, Tax Accounting, Tax Returns, Mergers & Acquisitions, Finance, Financial Analysis, Corporate Tax, Strategic Financial..., Small Business, US GAAP, Sales Tax, Financial Statements, Forensic Accounting
Education
University of Iowa - Henry B. Tippie College of Business 1976 — 1980
BBA, Accounting
Composites One November 2012 - Present
College of DuPage September 2002 - Present
Play Mechanix October 2011 - November 2012
Self Employed January 2009 - October 2011
Self Employed May 1998 - December 2008
Whittman-Hart / marchFIRST May 1996 - April 1998
Checkers, Simon & Rosner December 1989 - May 1996
Rockwell International June 1988 - December 1989
Skills
Photoshop, AutoCAD, JavaScript, CSS, MySQL, Programming, Adobe Creative Suite, Illustrator, InDesign, Graphic Design, HTML, Web Design, HTML 5, User Experience, SQL, Software Development
Education
University of Illinois at Urbana-Champaign 1984 — 1988
B.S., Computer Science
College of DuPage 2010 — 2012
Associate of Arts and Sciences (AAS), Graphic Design
Herbert Brenner & Associates, LLC December 2013 - Present
LarsonAllen January 2010 - January 2012
Africk Chez PC January 2007 - January 2010
Baker Tilly Virchow Krause, LLP 2004 - December 2006
Kupferberg, Goldberg & Neimark 1989 - 2004
Checkers Simon & Rosner January 1985 - October 1988
Skills
Tax, Estate Planning, Strategic Financial..., High Net Worth..., Tax Advisory, S Corporations, Income Tax, Personal Income Tax..., Partnership Taxation, Retirement Planning, Retirement Income, Tax Research, Tax Compliance, Roth Conversions, Roth IRA, IRS problem resolution, Financial Planners
Education
DePaul University 1986 — 1989
MST, Taxation
Union Tank Car Company 2009 - 2014
D.A. Stuart 2005 - 2009
CP Kelco 2003 - 2004
Akzo Nobel 1986 - 2003
Deloitte 1984 - 1986
Checkers, Simon & Rosner 1981 - 1984
Skills
Financial Analysis, Strategy, Change Management, Mergers & Acquisitions, Mergers, Accounting, Process Improvement, Leadership, Internal Controls, Strategic Planning, Forecasting, Manufacturing, Project Planning, Due Diligence, Financial Reporting, Budgets, Financial Modeling, Finance, Sarbanes-Oxley Act, Managerial Finance
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1984
Masters, Taxation
Bradley University 1978 — 1981
Bachelor's, Accounting
Abacus Advantage 2013 - Present
PNC Bank, NA 2012 - 2013
Abacus Advantage Associates 2010 - 2012
Michael J. Liccar & Co. 2008 - 2010
Iowa Grain Company 2005 - 2008
Katherine Uchyn, CPA 1983 - 2005
Finacor Vendome, Inc. 1990 - 2000
Checkers, Simon & Rosner 1979 - 1983
Skills
Securities, Equities, Options, Risk Management, Hedge Funds, Derivatives, Alternative Investments, Financial Markets, Trading, Asset Managment, Fund Of Funds, Accounting, Fixed Income, Hedging, Investments, Capital Markets, FX Options, Series 7, Financial Risk, Financial Modeling, Portfolio Management, Financial Services, Treasury Management, Bloomberg, Asset Management, Valuation, FINRA, Investment Strategies, Private Equity, Mutual Funds, Trading Systems, Commodity, Investment Management, Asset Allocation, Cash Management, Finance, Series 63, AML
Education
University of Illinois at Chicago 1974 — 1978
BS
Graff Machine Tools, LLC August 2012 - Present
Associated Internal Medicine Physicians January 2012 - Present
Ronni L Graff Management Consulting January 1990 - Present
Graff-Pinkert & Co., Inc. September 2008 - August 2012
Checkers Simon & Rosner 1988 - 1990
Price Waterhouse 1986 - 1988
Skills
Management Consulting, Financial Analysis, Social Networking, Photoshop, Online Marketing, Email Marketing, Marketing Strategy, Website Management, Website Development, Video Editing, Internal Controls, Webmaster Services, Accounting
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA, Accounting
Duke University 1979 — 1983
BA, Anthropology
CJBS, LLC August 2011 - Present
Tax season February 2011 - April 2011
RSM McGladrey January 1995 - July 2010
Checkers Simon & Rosner August 1984 - December 1994
William R. Corren & Company August 1979 - August 1984
Skills
Corporate Tax, Tax Returns, Partnership Taxation, Tax Research, S Corporations, Tax Exempt Organizations, Tax, Tax Law, Tax Accounting, Tax Preparation, Income Tax, US Tax, Tax-exempt, IRS, Tax Advisory, State Tax
Education
DePaul University
MS Taxation
Illinois Institute of Technology 1975 — 1979
BS Management
Lane Technical High School 1971 — 1975
Salo LLC October 2014 - Present
PRGX March 2013 - October 2014
PRGX November 2010 - March 2013
The Johnsson Group March 2007 - November 2010
The Johnsson Group 2005 - March 2007
CNA Insurance 2003 - 2005
CNA Insurance 1999 - 2003
CNA Insurance 1996 - 1999
Wheels, Inc. 1989 - 1999
Checkers, Simon & Rosner 1987 - 1989
Skills
Financial Analysis, Internal Controls, Process Improvement, Management Consulting, Accounting, Business Intelligence, Management, Finance, Cash Management, Banking, Internal Audit, Cash Flow, Business Process..., Business Strategy, Sarbanes-Oxley Act, Business Analysis, Treasury Management, Financial Reporting
Education
Lake Forest Graduate School of Management 2001 — 2005
MBA, Accounting and Finance
University of Illinois at Chicago 1982 — 1986
BS, Accounting
James McHugh Construction Co October 2013 - Present
TJ Lambrecht Construction, Inc July 1998 - December 2013
Checkers, Simon & Rosner September 1990 - July 1998
Skills
CPA, Technology Integration, Process Improvement, Management, Internal Controls, Financial Analysis, Succession Planning, Corporate Tax, Construction, Viewpoint, Document imaging, Growth Strategies, Team Leadership, Proficient Communicator
Education
Northern Illinois University 1986 — 1990
Accounting
Marist High School 1983 — 1986
Consolidated Trading April 2011 - Present
Chicago Help Initiative September 2011 - Present
Daniel Murphy Scholarship Fund March 2005 - March 2011
Avent August 1998 - December 2002
Gelber Group LLC 1989 - 1997
Checkers Simon & Rosner 1985 - 1989
Skills
Non-profits, Contract Negotiation, Budgeting, Financial Analysis, Accounting, Excel, Forecasting, Strategic Planning, Due Diligence, Financial Reporting, Risk Management, Fundraising, Problem Solving, Negotiation, Auditing, Team Building, Valuation, Customer Service, Change Management, Asset Management, Planning, Public Speaking, P&L, Team Leadership, Compliance, Business Planning, Financial Modeling, Business Strategy, Process Improvement, Analysis, Financial Planning, Financial Management, New Business Development, P&L Management, Customer Relations, Internal Controls, Audit, Finance, Investments, Strategy, Portfolio Management, Strategic Financial..., Budgets, Nonprofits, Start-ups
Education
Illinois State University
BA, Accounting
North Carolina State University
GIVEndeavors August 2010 - Present
McGladrey October 2005 - April 2011
American Express Tax and Business Services 1997 - 2005
Checkers, Simon & Rosner 1987 - 1997
Scully-Jones Corporation 1983 - 1987
Allied Corporation 1977 - 1983
Skills
Business Analysis, Operations Management, Business Process..., Continuous Improvement, Order to Cash, Procure-to-Pay, Sarbanes-Oxley Act, Business Process..., Internal Controls, Accounting, Process Improvement, Management Consulting, Internal Audit, Auditing, Risk Management, Change Management
Education
Bowling Green State University 1976 — 1977
MBA, Business
Clarke University 1972 — 1976
BA, Business/Computer Science
Resources Global Professionals September 2011 - Present
DLS Consulting February 2009 - Present
RSM McGladrey February 2008 - February 2009
Morris Anderson September 2007 - December 2007
Jefferson Wells 1998 - 2007
Jefferson Wells International 1998 - 2007
AW Mendenhall May 1989 - May 1994
Checkers, Simon & Rosner December 1980 - May 1989
Skills
Acquisition Integration, Project Management, Business Process..., Due Diligence, Cash Flow Forecasting, Sarbanes-Oxley Act, Organizational Learning, Forecasting, Analysis, Finance, Accounting, Bankruptcy, Budgets, Business Analysis, Business Development, Business Planning, Business Process, Business Strategy, Cash Flow, Cash Management, Consolidation, Enterprise Risk..., Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Financial Statements, GAAP, Governance, Internal Controls, Leadership, Management Consulting, Managerial Finance, Mergers, Mergers, Process Improvement, Reorganisation, Restructuring, Risk Management, Start-ups, Strategy, US GAAP, Variance Analysis
Education
Lewis University 1973 — 1976
BA, Accounting & Finance
Gebert & Morley, LLC January 1993 - Present
Supreme Court of Illinois August 1992 - December 1993
Checkers, Simon & Rosner 1983 - 1990
Skills
Estate Planning, Trusts, LLC, Estate Tax Planning, Business Formation, Estate Administration, Tax, Wills, Tax Law, Business Transactions, Business Acquisition, Business Sale
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1987 — 1991
JD, Law
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
MST, Taxation
DePaul University 1981 — 1984
BS, Accountancy
Benet Academy 1977 — 1981
Hospira, Inc. 2010 - September 2015
Hospira, Inc. 2008 - 2010
Hospira, Inc. 2005 - 2008
Hospira, Inc. 2004 - 2005
Exelon 1999 - 2004
ILLINOIS CENTRAL RAILROAD 1998 - 1999
ILLINOIS CENTRAL RAILROAD 1997 - 1998
Checkers Simon & Rosner 1991 - 1997
Skills
Treasury, Capital Markets, Cash Flow Forecasting, Financial Reporting, Internal Audit, Sarbanes-Oxley Act, Leadership, Consolidation, Cash Flow, SEC filings, Talent Developer, Working Capital..., Technical Accounting..., Share Repurchase, Risk Management, Insurance, Finance, Process Improvement, Accounting, Forecasting, Financial Analysis, Strategy, Management, Cash Management, Auditing, Variance Analysis, Mergers & Acquisitions, Cross-functional Team..., Budgets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance
Illinois State University
Bachelor’s Degree, Accounting
Senex Solutions LLC September 2007 - Present
Sangamon Trading Inc April 1994 - September 2007
Checkers Simon & Rosner August 1991 - April 1994
Skills
Proprietary Trading, Options, Finance, Commodity Markets
Education
DePaul University
Bachelor of Science (B.S.), Accountancy
Deutsche Bank Securities Inc. July 2015 - Present
FGMK October 2014 - July 2015
Macquarie Futures USA January 2013 - October 2014
Deutsche Bank April 2012 - December 2012
ALaS Consulting January 2011 - March 2012
SunGard January 2010 - December 2010
RSM McGladrey January 1999 - December 2009
Rolfe & Nolan January 1997 - December 1998
Rosenthal Collins Group January 1994 - December 1996
Checkers, Simon & Rosner January 1991 - December 1993
Skills
Derivatives, Back Office, Middle Office, Internal Controls, Brokerage, Accounting, Futures, Vendor Management, Operational Efficiency, New Business Development, Client Development, GMI, Business Networking, Straight Through..., Troubleshooting, Cost Management, Cost Control, Front Office, Cost Reduction, Reconciliation, Exchange and Clearing..., Client Relationship..., Commodities, Cost Containment, Generating Revenue, Operational Risk..., Risk Assessment, Financial Risk, Credit Risk, Market Risk, Risk Management, Hedge Funds, Financial Services, Equities, Securities, Financial Markets
Education
Dominican University 1990 — 1992
MBA, Finance
Loyola University of Chicago 1982 — 1985
BA, Accounting and Personnel Management
Creighton University 1980 — 1982
Lyons Township High School 1976 — 1980
McGladrey October 2009 - Present
McGladrey January 2005 - October 2009
American Express Tax and Business Services 1998 - 2004
Checkers, Simon & Rosner 1998 - 2004
Wallace Computer Services 1995 - 1998
Skills
Tax Research, Corporate Tax, Income Tax, International Tax, Tax, FIN 48, Partnership Taxation, US Tax, Tax Accounting, Tax Returns, Accounting, Tax Preparation, GAAP, CPA
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MST, Taxation
DePaul University 1995 — 1998
BS, Accounting
Elk Grove High School
Elk Grove High School
Littany Lane Investments January 2009 - Present
Fiduciary Asset Management 2004 - 2008
Globetrotters Engineering Corporation 2002 - 2004
The BRUT ECN 2000 - 2002
Chicago Board Options Exchange (CBOE) 1994 - 2001
Checkers Simon & Rosner 1987 - 1994
Skills
Equities, Derivatives, Investments, Trading, Options, Equity Derivatives, Securities, Wealth Management, Financial Analysis, Cash Flow, Risk Management, Institutional, Investment Strategies, Alternative Investments, Equity Research, Private Equity, Mutual Funds, Bloomberg, Investment Management, Fixed Income, Valuation, Asset Allocation, Asset Management, Financial Services, Corporate Finance, Financial Modeling, Finance, Due Diligence, Bonds, Hedge Funds, Financial Markets, Investment Advisory, Technical Analysis, Capital Markets, Equity Valuation, ETFs, Series 7, Equity Trading, Portfolio Management, Trading Strategies, Investment Banking, Hedging, Commodity, Electronic Trading, Currency, Global Macro
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
MBA, Finance
University of Iowa 1982 — 1986
BBA, Accounting/Finance
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
BBA, Accounting/Finance
Alliance for Clinical Trials in Oncology Foundation September 2009 - Present
ABN AMRO Mortgage Group August 2001 - January 2007
ABN AMRO Mortgage Group September 1983 - August 2001
Checkers, Simon & Rosner June 1978 - June 1981
Skills
Banking, Project Management, Accounting, Mortgage Banking, Non-profit Accounting, Financial Analysis, Project Finance, Test Management, Financial Reporting, Management, Account Reconciliation, General Ledger, Finance, Leadership, Risk Management, Process Improvement, Business Analysis, Loans, Portfolio Management, Credit, Mortgage Lending, Microsoft Excel
Education
DePaul University 1976 — 1980
BSC, Accounting
SS&G, Skokie IL January 2013 - Present
SLSF August 2007 - January 2013
Checkers, Simon & Rosner 1978 - 1982
Education
University of Illinois at Chicago 1966 — 1973
BA, Psychology
Allston Trading December 2013 - Present
Cadent Financial Services LLC August 2003 - February 2010
Lind-Waldock July 1997 - April 2003
TradeLink LLC January 1988 - June 1997
Checkers, Simon & Rosner August 1982 - December 1987
Various May 1982 - July 1982
Skills
Tax, Accounting, General Ledger, Financial Reporting, Cash Management, Financial Analysis, Compliance, Quickbooks, Securities, Cash Flow, QuickBooks, Internal Audit, Forecasting, Auditing, Finance
Education
Northern Illinois University 1975 — 1977
Bachelors, Accountancy
The Second Coming now available....7/15/14 June 2001 - Present
RH Love Galleries February 2001 - 2009
Checkers, Simon & Rosner 1982 - 1992
Skills
Customer Service, Accounting
Education
DePaul University
Avaya November 2010 - Present
Avaya, Inc. 2007 - March 2011
Enabling Technologies April 2006 - February 2007
Avaya 1997 - 2006
Checkers Simon & Rosner 1987 - 1996
McDermott Will and Emery 1987 - 1996
BAR/BRI Bar Review 1982 - 1985
Education
Illinois State University 1977 — 1981
BS, Social Work
Avaya February 2012 - Present
Avaya November 2010 - February 2012
Avaya 1997 - January 2011
Enabling Technologies 2006 - 2007
Octel Communications 1997 - 1998
Checkers Simon & Rosner 1987 - 1996
McDermott Will & Emery 1985 - 1987
Skills
Telecommunications, Avaya, VoIP, Servers, Voice Mail, System Administration, Unified Communications, Project Management, Software Documentation, Telephony
Education
Illinois State University 1977 — 1981
BS, Social Work
Ford Component Sales, LLC AuditorArchdiocese of DetroitAugust 2007 - February 2008
DENSO International America, Inc. April 1986 - July 2007
Veach, Rich & Nadler May 1985 - April 1986
Checkers, Simon & Rosner September 1982 - April 1985
Gale, Takahashi & Channon December 1978 - September 1982
Gale, Takahashi & Channon 1978 - 1982
Skills
Internal Controls, Financial Reporting, General Ledger, Budgets, Auditing, Process Improvement
Education
Illinois State University 1969 — 1973
BS
Owen McDonald, CPA January 2010 - Present
Riha Design Group, Inc. December 2003 - December 2009
American Express Tax & Business Services December 1997 - May 2003
Checkers Simon & Rosner April 1980 - November 1997
Education
Regis University
BS, Accounting
MultiPlan March 2007 - September 2015
Aramark November 2001 - March 2007
ServiceMaster December 1996 - November 2001
Oce USA September 1993 - December 1996
Checkers, Simon & Rosner January 1993 - September 1993
Coopers & Lybrand July 1990 - August 1992
Skills
Accounting, Sarbanes-Oxley Act, General Ledger, Internal Controls, Analysis, Financial Reporting, Account Reconciliation, Finance, Budgets, Financial Accounting, Process Improvement, Financial Analysis, Forecasting, Accounts Payable, Internal Audit, Variance Analysis, Accounts Receivable, Auditing
Education
Northern Illinois University 2000 — 2002
MBA
Illinois State University 1986 — 1990
BS, Accounting
General Truck Parts & Equipment 2000 - Present
Nu-Way Speaker Products 1997 - 2000
Dataworks 1995 - 1997
P&K Products Company 1990 - 1995
Checkers Simon & Rosner 1985 - 1990
Skills
Financial Reporting, Contract Negotiation, Human Resources, Computer-savvy, Management, Leadership, Finance
Education
Illinois Wesleyan University 1981 — 1985
Bachelor of Arts (B.A.), Accounting
Medical Express Ambulance Service, Inc July 2014 - Present
PACE Insurance Consultants January 2003 - June 2014
Wilbur Wright Collage January 2014 - May 2014
Priority Insurance Agency April 1997 - January 2003
Northern Trust Corporation April 1996 - April 1997
CQG, Inc. August 1994 - April 1996
UIC Independent Research January 1992 - August 1994
Checkers Simon & Rosner August 1990 - October 1991
Core Concepts August 1984 - August 1990
Skills
Brokers, Health Savings Accounts, Disability Insurance, Health Insurance, Term Life Insurance, Employee Benefits, Licensed EMT, Long-term Care, Property & Casualty..., Group Medical, Life Insurance, Whole Life, Critical Illness, Accident, Commercial Insurance, Fixed Annuities, Underwriting, COBRA
Education
City Colleges of Chicago-Wilbur Wright College 2013 — 2014
EMT, Emergency Medicine (EMT Ambulance), A
University of Illinois at Chicago 1990 — 1995
Biological and Biomedical Sciences
City Colleges of Chicago-Wilbur Wright College 1984 — 1990
Biology/Biological Sciences, Electrical Engineering
Weber HS 1980 — 1984
R&M Consulting July 2013 - Present
DePaul University July 2008 - Present
Hyatt Hotels Corporation March 2004 - July 2008
Deloitte August 1996 - January 2004
Checkers Simon & Rosner 1987 - 1996
Skills
ASC 740 Tax Accounting, Tax Planning & Research, Corporate Tax, Partnership Taxation, University Teaching, Curriculum Development, Distance Learning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master's degree, Taxation
University of Notre Dame
Bachelor of Arts (B.A.), Economics
The Hitting Zone January 2007 - April 2014
Transamerica April 1997 - January 2007
Checkers Simon & Rosner April 1988 - April 1997
Skills
Marketing, Financial Analysis, Sales, Sales Management, Operations Management, Loan Work-outs, Work Outs, Investigation, Employee Training, New Business Development, Social Media Marketing, Accounting, Advertising, Small Business, Strategic Planning, Coaching, Sports, Microsoft Office, Management, Customer Service, Marketing Strategy, Event Management, Leadership, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Sports Marketing, Event Planning, Finance, Team Building, Account Management
Education
Bradley University 1981 — 1985
Bachelor of Arts (BA), Administration of Criminal Justice
Waukegan High School
CBOE November 1999 - Present
Department of Housing and Urban Development September 1992 - October 1999
Checkers, Simon & Rosner July 1991 - August 1992
Skills
Supervisory Management, Auditing, Auditing Standards, Financial Accounting, Financial Regulation, Financial Analysis, Budgets, Tax, Securities Regulation, Housing Regulation, Microsoft Office
Education
Indiana University Bloomington
Master of Business Administration (MBA), Finance and Business
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Business/Marketing