Cherry, Bekaert & Holland
Industry: Company
DescriptionCherry Bekaert LLP is the second largest certified public accounting firm headquartered in the Southeast United States and one of the Top 30 accounting firms in the United States. Number of employees: More than 1,150 (2018) Headquarters: Richmond, Virginia, United States Revenue: 173.8 million USD (2018) Founded: 1947 Type of business: Limited Liability Partnership Subsidiaries: THIncIT LLC, CTS Capital Advisors, LLC,
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Cherry, Bekaert & Holland Employees
Cherry Bekaert LLP August 2014 - Present
Cherry Bekaert LLP July 2011 - August 2014
Cherry, Bekaert & Holland November 2009 - July 2011
Cherry, Bekaert & Holland June 2008 - August 2008
Five Below June 2007 - August 2007
Five Below June 2006 - May 2007
Skills
Auditing, Accounting, GAAP, Financial Statements, Internal Controls, CPA, US GAAP, SEC Filings, SSAE16, SOC 1, SOC 2, Sarbanes-Oxley Act, IT Audit, Financial Accounting, Financial Reporting, Single Audit, Compliance Audits, MS Excel Pivot Tables
Education
Elon University 2005 — 2009
B.S., Accounting
Hyde Park Capital Partners, LLC March 2014 - Present
Grant Thornton LLP October 2010 - February 2014
Cherry, Bekaert & Holland January 2009 - October 2010
GrayRobinson, P.A. February 2007 - December 2008
GE Insurance Solutions 2000 - 2007
Skills
Entrepreneurship, Marketing Communications, Marketing, New Business Development, Business Development, Strategy, Business Strategy, Strategic Planning, Marketing Strategy, CRM, Financial Analysis, Management Consulting, Process Improvement, Mergers & Acquisitions, Team Building, Social Media Marketing, Due Diligence, Mergers, Budgets, Contract Negotiation, Negotiation, Leadership, Start-ups, Management, Accounting, Auditing, Analysis, Lead Generation, Business Planning, Social Media
Education
Emporia State University 1997 — 2001
Bachelor of Science, Marketing, Economics
Raleigh Wealth Solutions August 2015 - Present
Raleigh Wealth Solutions January 2015 - August 2015
Raleigh Wealth Solutions January 2014 - January 2015
Cherry, Bekaert & Holland December 2010 - August 2012
Greater Raleigh Convention & Visitors Bureau August 2010 - December 2010
Carolina Hurricanes, NHL December 2007 - May 2008
Skills
Investments, Wealth Management, Estate Tax Planning, Sales, Series 7, Series 63, Retirement Planning, ETFs, REIT, Insurance, Trusts, Fixed Indexed Annuities, Customer Service
Education
Campbell University 2012 — 2013
Master, Trust and Wealth Management
North Carolina State University
Bachelor of Science (B.S.), Parks and Recreation
Clark, Schaefer, Hackett & Co. January 2015 - Present
PwC July 2014 - January 2015
Clark Schaefer Hackett January 2010 - July 2014
Cherry, Bekaert & Holland January 2006 - December 2009
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, External Audit, Financial Audits, Assurance, Financial Accounting, US GAAP, GAAP, CPA, SEC filings, Management, Financial Statements
Education
Bob Jones University 2002 — 2006
BS, Accounting
Cherry, Bekaert & Holland August 2012 - Present
Cherry, Bekaert & Holland January 2011 - August 2012
Education
Appalachian State University
Elliott Davis, LLC July 2014 - Present
Elliott Davis, LLC December 2012 - Present
Cherry, Bekaert & Holland October 2008 - December 2012
Deloitte August 2006 - October 2008
Skills
Accounting, Internal Controls, Financial Reporting, Finance, GAAP, Consolidation, Auditing, US GAAP, Tax, Sarbanes-Oxley Act, CPA, Financial Accounting, Financial Statements, External Audit
Education
Bob Jones University 2002 — 2006
B.S., Accounting
The Information Technology Alliance (ITA) September 2012 - Present
Eagle Consulting and Investing January 2002 - Present
The Information Technology Alliance (ITA) May 1997 - September 2012
Centerprise Advisors / UHY January 1999 - January 2002
Geo S Olive and Co January 1990 - December 1998
Cherry, Bekaert & Holland January 1988 - January 1990
Skills
Leading Consulting..., Start-ups, Consulting, Organization, Strategy, CRM, ERP, Professional Services, Leadership, Payroll, SaaS, Cloud Computing, Enterprise Software, Business Intelligence, Management Consulting, Software Implementation, CPA, Business Analysis, Solution Selling, Business Process..., Microsoft CRM, Information Technology
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1976 — 1977
mba, mgmt
Central Michigan University 1966 — 1969
BS-BA, Accounting and Economics
University of Michigan 1964 — 1966
none, pre med - chemistry
TL Handy High School 1960 — 1964
high school.diploma, College Prep
Justine E Laurie, CPA, PC July 2012 - Present
Cherry, Bekaert & Holland September 2011 - July 2012
Carr, Riggs & Ingram, LLC July 2010 - September 2011
Countrywide Home Loans June 2005 - December 2008
Boston Stock Exchange March 2004 - June 2005
Brown Brothers Harriman October 2003 - March 2004
Skills
Accounting, Accounts Payable, General Ledger, Income Tax, Financial Statements, Payroll Services, Small Business
Education
Suffolk University - Sawyer School of Management 2011 — 2015
MBA, Accounting, 3.865
Boston University Questrom School of Business 1999 — 2003
Bachelors, Finance, 3.1
Verizon May 2014 - Present
Moore Stephens Lovelace May 2009 - May 2014
Cherry, Bekaert & Holland June 2008 - February 2009
Skills
Auditing, Accounting, Financial Statements, GAAP, Internal Audit, Internal Controls, Management, Financial Reporting, Financial Accounting, US GAAP, General Ledger
Education
Florida Atlantic University 2009 — 2011
Master of Accounting
University of Central Florida 2004 — 2008
Bachelor of Science, Business Administration; Accounting
Grant Thornton LLP June 2014 - Present
Cherry Bekaert LLP August 2013 - June 2014
Cherry Bekaert LLP August 2011 - August 2013
Florida International University August 2010 - August 2011
Cherry, Bekaert & Holland January 2010 - April 2010
Thorsen and Crucet, P.A. May 2008 - July 2008
Kenny Nachwalter May 2006 - August 2006
Skills
US Tax, Tax Returns, Partnership Taxation, Accounting, Individual Tax, S Corporations, Corporate Tax, State Tax, Income Tax, QuickBooks, Finance, GAAP, ProSystem fx Tax, US GAAP, Tax, Auditing, Accounts Payable, CPA, Microsoft Excel, Tax Preparation, Tax Accounting, Financial Statements
Education
Florida International University 2010 — 2011
Masters, Taxation
University of Florida 2006 — 2010
Bachelors, Accounting
Wendy Sternberg & Associates, LLC February 2010 - Present
Crunching Numbers, Inc. August 2007 - January 2010
McCurry & Ingalls, LLC July 2000 - August 2007
Kirkland, Russ, Murphy & Tapp, PA January 2000 - June 2000
Presser, Lahnen & Edelman, CPA's August 1998 - August 1999
Kirkland, Russ, Murphy & Tapp, PA August 1997 - August 1998
Cherry, Bekaert & Holland January 1996 - August 1997
Education
Florida Atlantic University 1991 — 1995
BS, Accounting
Mark J. Burger, P.A. June 1995 - Present
Rebel Cook Real Estate, RCRE Inc. January 2014 - Present
Innovative Employee Management Company, LLC January 2004 - Present
Cherry, Bekaert & Holland October 2009 - January 2012
Mark J Burger, P.A. June 1995 - October 2009
Rachlin Cohen & Holtz LLC February 1995 - February 2001
Ernst and Young, LLP January 1987 - December 1992
Skills
Tax, Accounting, Financial Planning, Compliance, Estate Planning, Employee Benefits, Tax Compliance, Quickbooks, Financial Analysis, Real Estate, Bookkeeping, Mergers, Management Consulting, Strategic Planning, Internal Controls, Budgeting, Forecasting, Non-profits, Due Diligence, Tax Preparation, Income Tax, Payroll, Business Planning, Retail, Corporate Tax, Healthcare, Small Business, Financial Management, Process Improvement, Cash Flow, Insurance, Professional Employer..., Financial Reporting, Management, Budgets, Finance, Mergers & Acquisitions, QuickBooks, Strategic Financial..., Auditing, GAAP, Financial Accounting, Financial Planners, Managerial Finance, Nonprofits, CPA
Education
Florida International University - College of Business Administration 1985 — 1987
MST, Masters in Taxation
University of South Florida - College of Business Administration 1980 — 1984
BA, Accounting
Womack & Associates LLC June 2015 - Present
Redstone Government Consulting, Inc. April 2013 - April 2015
Beason & Nalley, Inc. November 2004 - September 2008
Griffon Aerospace February 2004 - May 2004
Williford High and Co., CPAs, P.A. June 1996 - June 1999
Cherry, Bekaert & Holland January 1994 - May 1996
Skills
General Ledger, Microsoft Excel, Financial Reporting, Internal Controls, Staff Supervision, Technical Accounting..., Drafting Policies, Training, Performance Reviews, Financial Statement..., Consolidated Financial..., Compliance Auditing, Financial Analysis, Personal Finance..., Mac, Microsoft Word, PowerPoint, PC, Financial Accounting, GAAP, Cost Accounting, CPA, Corporate Tax, Government Contracting, Auditing, Accounting, Accounts Payable
Education
Fayetteville State University 1992 — 1993
Bachelor of Science (B.S.), Accounting, 4.0
New Mexico State University 1987 — 1989
Bachelor of Science (B.S.), Accounting, 3.9/4.0
Frazier & Deeter, LLC August 2014 - Present
Kingery & Crouse, PA May 2010 - August 2014
Cherry, Bekaert & Holland 2008 - April 2010
Aidman, Piser & Company January 2005 - April 2008
Kellogg & Andelson 1995 - 2004
Singer, Lewak, Greenbaum & Goldstein 2001 - 2003
Skills
CPA, Auditing, Accounting, Financial Reporting, SEC filings, GAAP, Corporate Tax, Tax Preparation, Financial Statements
Education
California State University-Northridge 1989 — 1995
Bachelor of Business Administration (B.B.A.), Accounting
Elliott Davis Decosimo, LLC July 2014 - Present
Elliott Davis, LLC July 2012 - July 2014
Elliott Davis, LLC August 2011 - July 2012
United States Marine Reserves October 2003 - October 2011
Cherry, Bekaert & Holland October 2009 - July 2011
Various May 2007 - April 2009
Skills
Accounting, CPA, GAAP, Financial Reporting, Auditing, Internal Controls, Tax, Account Reconciliation, Financial Statements, Accounts Receivable, Tax Returns, Analysis, Financial Accounting, Presentations/Public..., Corporate Tax, Tax Accounting, Tax Research
Education
Bob Jones University 2003 — 2009
Bachelor of Science, Accounting
Forensic Accountants & Consultants, PA October 2013 - Present
Cherry, Bekaert & Holland January 2012 - September 2013
Skills
Litigation Support, GAAP, Auditing, Accounting, Financial Reporting, Tax Preparation, Financial Analysis, Finance, CPA, Forensic Accounting, US GAAP, Financial Statements, QuickBooks, Financial Accounting, Tax
Education
Florida International University - College of Business Administration 2010 — 2012
BS, Accounting
Florida International University - College of Business Administration 1990 — 1996
BS, Finance
Jackson Thornton January 2002 - Present
Cherry, Bekaert & Holland March 1995 - January 2002
Continental Eagle Corporation March 1992 - May 1995
Durr Drug Company September 1991 - May 1992
Skills
Tax, CPA, Accounting, Financial Reporting, Income Tax, Corporate Tax, Fixed Assets, Internal Controls, General Ledger, Tax Preparation, Account Reconciliation, Tax Research, Tax Accounting, Partnership Taxation
Education
Birmingham-Southern College 1987 — 1991
BS, Accounting
Stäubli November 2013 - Present
KPMG December 2011 - November 2013
Cherry, Bekaert & Holland June 2008 - November 2011
Carter & Company CPA, LLC 2007 - 2007
THE WILDS Christian Camp & Conference Center June 2005 - August 2005
Skills
Accounting, Auditing, GAAP, Internal Controls, Financial Reporting, Revenue Recognition, IFRS, Microsoft Excel, Finance, Financial Analysis
Education
Bob Jones University 2004 — 2008
Bachelor of Science, Accounting
Kaufman, Rossin & Co. August 2014 - Present
Cherry, Bekaert & Holland June 2012 - July 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, English, Windows, Accounting, Data Analysis, Outlook, Financial Analysis, Financial Reporting, Auditing, Budgets, QuickBooks
Education
Florida Atlantic University 2010 — 2012
Masters in Forensic Accounting, Accounting
Florida International University 2004 — 2009
Bachelor of Science (B.S.), Psychology
NC Department of Health and Human Services April 2013 - Present
CommScope March 2008 - September 2012
CommScope January 2005 - February 2008
CommScope January 2001 - December 2004
CommScope February 1999 - December 2000
Deloitte September 1997 - February 1999
Benco Steel, Inc. July 1995 - September 1997
McGladrey August 1994 - April 1995
Johnson Price Sprinkle PA December 1991 - July 1994
Cherry, Bekaert & Holland June 1989 - November 1991
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Financial Reporting, Accounting, Process Improvement, Business Process, Business Process..., Risk Management, Risk Based Testing, Operational Risk..., Financial Risk..., Risk Assessment, Internal Audit..., Cross-functional Team..., Team Management, Team Building, PwC TeamMate, SAP, Acquisition Integration, Financial Audits, Project Planning, Sarbanes-Oxley, GAAP, Financial Analysis, CPA, External Audit, Finance
Education
Appalachian State University 1984 — 1989
BSBA, Accounting
RyanSharkey, LLP November 2007 - Present
Cherry, Bekaert & Holland August 2006 - November 2007
GAO May 2005 - August 2005
Skills
Accounting, Tax, Tax Preparation, Tax Accounting, Corporate Tax, CPA, Income Tax, Tax Research, SEC filings, Partnership Taxation
Education
George Mason University - School of Management 2009 — 2012
MBA
Elon University - Martha and Spencer Love School of Business 2002 — 2006
BS, Accounting
Ultimate Medical Academy - Tampa September 2011 - Present
Visionary Financial Services Inc. January 2006 - Present
Cherry, Bekaert & Holland August 2002 - January 2006
Allgood Tax Services October 1985 - August 2002
Skills
Financial Reporting, Strategic Planning, Auditing, Mergers, Due Diligence, Microsoft Excel, Business Strategy, Business Planning, Strategic Financial..., Financial Statements, Corporate Tax, Tax Returns, Management Accounting, Leadership, Payroll, Accounts Receivable, Internal Controls, Cash Flow, PowerPoint, Public Speaking, Accounts Payable, Payroll Taxes, Financial Accounting, GAAP, General Ledger, Nonprofits, Invoicing, Peachtree, Sales Tax, Tax Accounting, Cost Accounting, Fixed Assets, Business, Journal Entries, Preparation, Microsoft Word, Account Reconciliation, Training, Tax Research, Spreadsheets, Expenses, Cash Flow Forecasting, Financial Analysis, Variance Analysis, Sage, Consolidation, Budget Process, College Teaching, Managerial Finance, Balance
Education
Walden University 2008 — 2016
Doctorate of Busness Administration, Leadership, In Progress
University of Phoenix 2000 — 2004
Master of Business Administration (M.B.A.), Accounting, 3.59
Florida Metropolitan University 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, 4.0
St. Petersburg College 1989 — 1995
Associate of Arts (AA), Accounting
Apple, Bell, Johnson & Co., PA August 2009 - Present
Cherry, Bekaert & Holland December 2005 - April 2009
STOUT STUART McGOWEN & KING LLP 1998 - 2005
Sandhills Links, Inc. 1996 - 1998
Thomas, Stout, Stuart, Core & Stuart, LLP July 1988 - June 1996
Skills
Accounting, Income Tax, Financial Reporting, Forensic Accounting, Corporate Tax, Tax Preparation, CPA, Auditing, Tax, GAAP, Partnership Taxation, Tax Returns, Tax Research, Tax Accounting, S Corporations
Education
Elon University 1984 — 1988
BS, Accounting
Wayne Memorial Hospital September 2012 - Present
UHS - Holly Hill Hospital January 2010 - September 2012
Johnston Health December 2007 - November 2009
Wake Med 2006 - 2008
Rex Healthcare 2002 - 2006
Dixon Hughes Goodman LLP 2000 - 2001
Cherry, Bekaert & Holland 1999 - 2001
Skills
Accounting, Contract Management, General Ledger, Payroll, Financial Analysis, Hospital Reimbursement, Contractuals, Bad Debt, Member of AICPA, Management, Healthcare, Leadership, Strategic Financial..., Invoicing, Medicaid, Hospitals, Internal Controls, Microsoft Excel, Revenue Cycle, Accounts Receivable, Accounts Payable, Medicare, Managerial Finance, Revenue Cycle Management, Auditing, Healthcare Consulting, Non-profits, Financial Reporting, Process Improvement, Budgets, Cost Accounting, Movex, Meditech, Healthcare Information..., Managed Care, Employee Benefits, Finance, Physician Relations, Physicians, Healthcare Management, Hyperion Enterprise, EMR, Human Resources, Health Information..., HIPAA, Medical Billing, Practice Management, EHR, Medical Coding, Access
Education
University of North Carolina at Chapel Hill 2003 — 2007
Master of Health Administration, Health/Health Care Administration/Management
Campbell University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Dixon Hughes Goodman LLP 2007 - Present
Cherry, Bekaert & Holland 2000 - 2007
Skills
Sarbanes-Oxley Act, Financial Analysis, CPA, Financial Accounting, GAAP, Due Diligence, Tax, Accounting, Auditing, SEC filings, Internal Controls, Private Equity, Financial Reporting, Revenue Recognition, Corporate Tax, Financial Audits, US GAAP, Tax Accounting, Internal Audit, Finance, Tax Preparation, Sarbanes-Oxley, General Ledger, Cost Accounting, Financial Statements, Strategy, Financial Modeling, Cash Flow, Managerial Finance, External Audit, Consolidation
Education
Appalachian State University 1995 — 2000
BSBA (magna cum laude) / MS, Accounting
First Flight Federal Credit Union December 2009 - Present
Cherry, Bekaert & Holland August 2008 - November 2009
Skills
Auditing, GAAP, Internal Controls, US GAAP, CPA, Revenue Recognition, External Audit, Financial Statements, Financial Reporting, Financial Accounting, General Ledger, Accounting
Education
Elon University 2004 — 2008
Bachelor's degree, Accounting
AIG Global Real Estate Investment Corp - Affordable Housing February 2008 - Present
Integrated Tax Solutions, Inc. October 2007 - December 2007
Northern Border Pipeline, L.P June 2004 - October 2007
Swanson Corporation September 2000 - February 2003
Royal and Associates January 1999 - May 2000
James Dudzinski CPA, PA December 1991 - December 1998
KPMG November 1984 - December 1991
Goldman, Klasfeld, Horkey and Ferraro, CPAs March 1983 - November 1984
Cherry, Bekaert & Holland November 1981 - March 1983
Skills
Tax, Accounting, Corporate Tax, Income Tax, Financial Analysis, Tax Accounting, Financial Accounting, CPA, Tax Preparation, Sarbanes-Oxley Act, International Tax, Tax Research, Tax Advisory, Tax Returns, Partnership Taxation, S Corporations, Fixed Assets
Education
University of Nebraska at Omaha 1980 — 1981
Accounting
Creighton University 1972 — 1977
BSBA, Finance/Pre-law
The Opus Group of Virginia May 2011 - Present
Cherry, Bekaert & Holland July 2007 - May 2011
Acrilex, Inc. 2000 - June 2007
Skills
Accounting, Customer Service, Microsoft Office, Budgets, Microsoft Excel, QuickBooks, Financial Reporting, Financial Analysis, Strategic Planning, Insurance, Process Improvement, Outlook, Team Building, New Business Development, Event Planning, Microsoft Word, Time Management, Account Management, Customer Satisfaction, Leadership, Management, Sales
Education
Old Dominion University 2015 — 2017
Bachelor's Degree, Communication, General
Bucks County Community College 2003 — 2007
Associates in Business Administration, Business Administration
PricewaterhouseCoopers December 2010 - Present
Cherry, Bekaert & Holland October 2008 - December 2010
MedCath April 2007 - October 2008
Ernst & Young March 2006 - May 2007
Grant Thornton LLP October 2004 - March 2006
Price Waterhouse Coopers January 2002 - March 2002
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Business Valuation, Controls Assessment, Due Diligence, Risk Management, Vendor Risk Management, Third Party Vendor...
Education
Appalachian State University 1998 — 2003
MS, Accounting
Vance Flouhouse & Garges, PLLC January 2012 - Present
Ed Lloyd & Associates, PLLC December 2010 - December 2011
Compass Group North America April 2010 - December 2010
Cherry, Bekaert & Holland August 2008 - November 2009
Skills
Income taxes, Audits of Employee...
Education
Appalachian State University 2007 — 2008
Masters, Accounting - Taxation
Appalachian State University 2003 — 2007
BSBA, Accounting
Cherry Bekaert LLP January 2014 - Present
Cherry Bekaert LLP January 2013 - March 2013
Cherry, Bekaert & Holland June 2012 - August 2012
Skills
Accounting, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Budgets, Event Management, Public Relations, Team Building, Data Entry, Project Management, Access, Strategic Planning
Education
The College of William and Mary 2012 — 2013
Master of Science (M.S.), Accounting, Emphasis in Taxation
East Carolina University - College of Business 2009 — 2012
Bachelor of Science, Business Administration, Accounting
FROST, PLLC January 2012 - Present
Hancock Accounting Services November 2010 - December 2011
Cherry, Bekaert & Holland June 2009 - August 2009
North Carolina Department of Public Instruction May 2008 - August 2008
Skills
GAAP, Financial Statements, Sales Tax, General Ledger, Accounting, Account Reconciliation, Financial Accounting, QuickBooks, Financial Reporting, Auditing, Internal Controls
Education
Appalachian State University 2009 — 2010
Master's Degree, Accounting
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Bachelor's Degree, Accounting
Cherry, Bekaert & Holland January 2011 - Present
Skills
GAAP, Accounting, Hair Cutting, Internal Controls, Auditing
Education
Appalachian State University 2004 — 2009
Accounting
Blue Ridge Consulting Services, Inc. 2004 - Present
Hawks, Giffels, & Pullin (HGP), Inc. 1993 - 2004
Cherry, Bekaert & Holland 1991 - 1993
Milliken & Company 1979 - 1988
Skills
Expert Witness, Regulatory Affairs, Auditing, Utility Rate Cases, Revenue Requirements, Risk Management, Mergers & Acquisitions, Financial Accounting, Budgets, Analysis, Due Diligence, Accounting, Project Management, Leadership
Education
Clemson University - College of Business and Behavioral Science 1978 — 1979
Masters, Management
Liberty University July 2013 - Present
Liberty University Online June 2007 - Present
Miriam's House Lynchburg January 2011 - December 2014
Cherry Bekaert LLP August 2011 - July 2013
Cherry, Bekaert & Holland August 2008 - July 2011
Cherry, Bekaert & Holland August 2006 - July 2008
BWX Technologies October 2005 - May 2006
Skills
Auditing, Finance, Nonprofits, Financial Reporting, QuickBooks, Financial Statements, Tax Preparation, Financial Accounting, Non-profits, Healthcare, Nonprofit Taxation, Payroll, US GAAP, Sage 50, Peachtree, Public Speaking, Financial Planning, IFRS, Higher Education, Education, Accounting, Accounting Applications
Education
Liberty University 2013 — 2016
Doctor of Business Administration (DBA), Accounting
Liberty University 2006 — 2007
Master's, Accounting
Liberty University 2004 — 2005
Bachelor's, Accounting
Danville Community College
Danville Community College
Danville Community College
Westover Christian Academy
Westover Christian Academy
Regional Management Corp. September 2014 - Present
Elliott Davis, LLC November 2012 - September 2014
Cherry, Bekaert & Holland July 2006 - July 2012
Santi & Associates September 2000 - July 2006
Honeywell May 1999 - March 2000
Powell Goldstein LLP June 1992 - May 1999
Skills
QuickBooks ProAdvisor, Accounting, Partnership Taxation, CPA, Corporate Tax, GAAP, General Ledger, Tax, Accounts Payable, Payroll, Auditing, Tax Preparation, Income Tax, US GAAP, Internal Controls, Financial Accounting, Financial Reporting, Financial Analysis, Financial Statements, Sarbanes-Oxley Act, Account Reconciliation, Microsoft Excel, External Audit, Tax Returns, Accounts Receivable, Budgets, Microsoft Office, SEC filings, QuickBooks, Analysis, Management, Cash Flow, Tax Accounting, Leadership, Journal Entries, Finance, Fixed Assets
Education
Auburn University 1987 — 1990
Bachelor of Science (BS), Accounting
Auburn University, College of Business 1987 — 1990
BS, Accounting
Albany Junior College 1985 — 1987
Associate's degree, Business Administration and Management, General
Sheer & Co CPA Firm January 2015 - Present
SXM Vision Center January 2015 - Present
Cherry, Bekaert & Holland January 2011 - January 2013
Berenfeld, Spritzer, Shechter & Sheer May 2007 - December 2010
Touchpoint Entertainment April 2006 - June 2007
Foreyes May 2000 - April 2006
Skills
Tax, Global Business..., Philanthropy, Start-ups, Business Development, Due Diligence, Mergers, Financial Analysis, Financial Reporting, Accounting, Estate Planning, Strategic Financial..., Financial Modeling, Private Equity, Finance, Business Strategy, Business Valuation, Leadership, CPA, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Corporate Tax, Income Tax, Valuation, High Net Worth..., US GAAP, Tax Accounting, SEC filings, International Tax, GAAP, Tax Preparation, Financial Statements, Cash Flow, Financial Accounting, Internal Controls, General Ledger, QuickBooks, Tax Returns, Auditing, Sarbanes-Oxley Act, Budgets, Marketing, Marketing Strategy, Strategic Planning, Event Planning, Management, Social Media, Social Media Marketing, Financial Planning
Education
Boston University 2002 — 2006
BS, Economics
Gulliver Prep 1996 — 2002
Isthmus Acupuncture Center May 2005 - Present
Cherry, Bekaert & Holland January 1996 - June 2004
Dun & Bradstreet Pension Services June 1992 - January 1996
Skills
Accounting, Management, Acupuncture, Essential Oils, Teaching, Chinese Herbal Medicine, Technical Writing, Herbal, Holistic Health, Therapists, Therapeutic Massage, Public Speaking, Reiki, Chronic Illness, Alternative Medicine, Pain Management, Healthcare, ESOP, Pregnancy, Fertility, Digestive Disorders, Nutritional Counseling, Healing
Education
Midwest College of Oriental Medicine-Chicago 1999 — 2002
Master's degree, Oriental Medicine
Midwest College of Oriental Medicine-Wisconsin 1999 — 2002
Master's degree, Acupuncture and Oriental Medicine
City of Largo, Florida February 1987 - Present
University of South Florida, St. Petersburg Campus January 2009 - Present
Cherry, Bekaert & Holland September 1982 - February 1987
Canning Wells & Salzer, CPA's January 1980 - September 1982
Skills
Event Planning, Strategic Planning, Leadership Development, Organizational..., Research, Microsoft Office, Accounting, Customer Service, Local Government, Public Administration, Leadership, Auditing, Human Resources, CPA, Finance, Financial Statements, Analysis, Small Business, Payroll, Management, Financial Analysis, Time Management, Project Planning, PowerPoint, Team Building, Training, Staff Development, Microsoft Word, Program Management, Microsoft Excel, Process Improvement, Team Leadership, Marketing, Financial Reporting, Data Analysis
Education
University of South Florida - College of Business Administration 2005 — 2011
Master of Accountancy
Colorado State University 1997 — 2001
MBA, Business
University of South Florida 1977 — 1980
BA, Business - Accounting major, Graduated cum laude
St. Petersburg College 1972 — 1977
AA, Business, Graduated with honors.
Cherry, Bekaert & Holland February 2011 - July 2012
Education
California State University-Northridge
Bachelor of Science (B.S.), Business with an option in Accounting and Theory
GovConConsulting2013 June 2013 - Present
RyanSharkey, LLP August 2012 - June 2013
Cherry, Bekaert & Holland September 2007 - August 2012
Gaffey & Associates August 2005 - August 2007
KPMG LLP January 1993 - July 2005
Frontier Management, Inc. October 1988 - December 1992
Allied-Bendix Aerospace, Bendix Corporation June 1985 - July 1988
Bendix Navigation and Control September 1962 - May 1985
Skills
Analysis, FAR, Government Procurement, Forecasting, Proposal Writing, Contract Management, Business Systems..., Indirect Cost..., Unallowable Cost
Education
Bowling Green State University 1958 — 1962
Bachelor of Science (B.S.), Accounting and Marketing
Harris Corporation February 2014 - Present
Carr, Riggs & Ingram, LLC February 2010 - January 2014
Cherry, Bekaert & Holland August 2008 - February 2010
Cherry, Bekaert & Holland July 2006 - July 2008
Skills
CPA, CGAP, Auditing, External Audit, Internal Audit, Financial Audits, Financial Reporting, Single Audit, Internal Controls, Accounting, Government Accounting, GAAP, Member of AICPA, Financial Statements, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Financial Accounting
Education
University of Florida - Warrington College Of Business 2003 — 2006
Master of Accounting, Accounting
Brevard Community College 2001 — 2003
Associate of Arts (A.A.), General Studies
Dennis A. Newman CPA/ABV September 2015 - Present
Dennis A Newman, CPA/ABV, P.A. September 2015 - Present
Sharrard McGee & Co., P.A. December 1995 - August 2015
Cherry, Bekaert & Holland January 1991 - December 1995
Skills
Income Tax, Corporate Tax, Business Valuation, LLC/Partnership Tax, Estate Planning, Retirement Planning, Small Business..., Non-profits, Financial Planning, Accounting, Tax Research, Tax Preparation, Tax, Small Business, Nonprofits, QuickBooks, Partnership Taxation, CPA, IRS, Tax Accounting, Tax Returns, Tax Advisory, S Corporations, Tax Law, Estate Tax Planning, Gift Tax, High Net Worth..., Multi-state tax returns, Restructuring, ProSystem fx Tax, Pass-through Entities
Education
University of North Carolina at Greensboro 1988 — 1990
BS, Accounting
East Carolina University 1974 — 1983
BA, Math/Computer Science
Biogen Idec March 2014 - Present
Biogen Idec December 2012 - March 2014
INC Research May 2012 - December 2012
INC Research November 2011 - May 2012
Binstock Rubin Adler Aldecoa & Ellzey November 2007 - April 2011
Stehpens Lynn Klein LaCava Hoffman & Puya 2004 - 2007
Cherry, Bekaert & Holland 2000 - 2004
Skills
Employee Relations, Performance..., Change Management, Organizational Design, Cultural Diversity, Workplace Safety, Employee Engagement, Team Management, Employment-based..., Human Resources, Employee Benefits, New Hire Orientations, Applicant Tracking..., Benefits Administration, Interviews, Performance Management, HRIS, Training, Deferred Compensation, HR Policies, Personnel Management, Policy
Education
North Carolina State University 2015 — 2015
Six Sigma Green Belt Training Certified
Florida International University - College of Business 2006 — 2010
BA, Business Administration, Human Resources
Miami Dade College 2001 — 2005
Associate of Arts (AA), Business Administration and Management, General
Newbrook Capital Advisors September 2014 - Present
EY July 2011 - September 2014
Cherry, Bekaert & Holland May 2010 - August 2010
The Clement Companies May 2007 - May 2010
Skills
Microsoft Excel
Education
East Carolina University - College of Business 2009 — 2011
MSA, Accounting
East Carolina University - College of Business 2005 — 2009
BSBA, Finance
Workday April 2015 - Present
EY March 2012 - April 2015
First Citizens Bank March 2010 - March 2012
Cherry, Bekaert & Holland July 2007 - March 2010
Vavrinek, Trine, Day & Co., LLP July 2005 - June 2007
The Helsing Group, inc. January 2005 - June 2005
Skills
Auditing, Internal Controls, GAAP, Risk Assessment, Analysis, Sarbanes-Oxley Act, Compliance, Risk, Internal Audit, SOX, Risk Management, Financial Analysis, Research, External Audit, Banking, Revenue Recognition, Fraud, Management Consulting, Financial Accounting, SEC filings
Education
San Francisco State University 2000 — 2004
BA
Cornell University
Dixon Hughes Goodman LLP August 2015 - Present
Dixon Hughes Goodman LLP September 2013 - August 2015
Dixon Hughes Goodman LLP October 2010 - August 2013
Cherry, Bekaert & Holland August 2009 - October 2010
Cherry, Bekaert & Holland June 2007 - August 2009
Serotta, Maddocks, Evans & Co., CPA's August 2005 - June 2007
Skills
Tax, Income Tax, CPA, GAAP, Accounting, Financial Reporting, Corporate Tax, International Tax, US GAAP, Finance
Education
Augusta State University - College of Business Administration 2003 — 2007
Business Administration, Accounting
CSC January 2011 - August 2011
Department of Defense Office of the Inspector General October 2008 - December 2010
Cherry, Bekaert & Holland July 2007 - October 2008
Education
American University 2011 — 2013
Master's degree, Art History, Criticism and Conservation
West Virginia University 2002 — 2007
Bachelor of Arts (BA), Art History, Criticism and Conservation
West Virginia University 2002 — 2006
Bachelor of Science (BS), Accounting
Skoda Minotti November 2013 - Present
Carr Riggs & Ingram CPAs and Advisors October 2011 - November 2013
Cherry, Bekaert & Holland November 2010 - August 2011
Windes & McClaughry Accountancy Corporation 2006 - 2010
Fidel Perner & Michnovicz 2000 - 2004
Skills
Corporate Tax, Partnerships and LLCs, Multi-state tax returns, Individual Tax, Consulting, Closely Held Businesses, Tax Planning, Tax Research, Partnership Taxation, Fixed Assets, CPA, Financial Planners
Education
University of Colorado at Colorado Springs 1997 — 1999
MBA, Accounting
University of Maria Curie-Sklodowska
Master’s Degree, English
Cal Poly Pomona 1992 — 1993
-, Marketing Management
Golden Gate University
Master’s Degree, Taxation
NewMarket Services Corporation November 2011 - Present
Cherry, Bekaert & Holland September 2009 - November 2011
Cherry, Bekaert & Holland August 2007 - September 2009
Apex Systems, Inc. March 2005 - August 2007
Skills
Talent Acquisition, Technical Recruiting, Onboarding, Recruiting, Employee Relations, Talent Management, Applicant Tracking..., Human Resources, Sourcing, Performance Management, Succession Planning, College Recruiting, Internet Recruiting
Education
Central Michigan University 2003 — 2004
Masters of Science, Human Resources
Hampton University 1999 — 2003
Bachelor of Science, Sport Management
Facebook CPA August 2012 - Present
Charles Rutenberg Realty January 2004 - Present
Jacqueline R Maltry CPA MBA March 1999 - Present
Jacqueline R Maltry CPA LLC January 1993 - Present
Morton Plant Foundation 1999 - 2011
Schiller International University 2008 - 2010
Segal Institute (Edutech) January 1995 - December 1996
Sole Proprietor January 1985 - December 1992
Cherry, Bekaert & Holland August 1984 - December 1985
Pfizer January 1981 - December 1983
Skills
CPA, CFE, MBA, Accounting, Tax Preparation, Tax, Estate Planning, Finance, Financial Accounting, Investments, Entrepreneurship, Wealth Management, Management, Forensic Accounting, Real Estate, Auditing, GAAP, Small Business, QuickBooks, Internal Audit, Financial Analysis, Strategic Financial..., Sales Tax
Education
Florida Institute of Technology 1986 — 1990
MBA, Business/Accounting
University of South Florida - College of Business Administration 1978 — 1980
BA Magna cum Laude, Accounting
University of Cincinnati 1975 — 1975
BFA, Radio/TV/Theatre Arts
Deer Park
High School Diploma, College Preparatory
Seiler LLP November 2014 - Present
Aronson LLC October 2013 - October 2014
Berman Goldman & Ribakow LLP September 1999 - September 2013
Cherry, Bekaert & Holland September 2009 - September 2011
Skills
Tax, Income Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Tax Research, Tax Accounting, Accounting, Cost Segregation, Tax Returns, S Corporations, US Tax, CPA, Financial Planners, Mergers & Acquisitions, Internal Controls, US GAAP
Education
American University - Kogod School of Business 2000 — 2003
MS, Taxation
Wells Fargo Advisors, LLC June 1987 - Present
Cherry, Bekaert & Holland May 1986 - June 1987
H & R Block January 1981 - April 1986
Education
Wake Forest University 1978 — 1980
BS, Business
Catawba College 1976 — 1978
Business
Independence High School 1973 — 1976
Diploma, General
ZooM Consulting, LLC May 2010 - Present
QinetiQ North America 2007 - 2010
Cherry, Bekaert & Holland 2005 - 2007
PEC Solutions, Inc 2001 - 2005
ICF Consulting 2000 - 2001
Wheat International Communications 1997 - 1999
Beck and Associates 1996 - 1997
Skills
Deltek, Government Contracting, FAR, Cost Accounting, Managerial Finance, Government, Accounting, Financial Analysis, Auditing, Proposal Writing, Management Consulting, Internal Controls, Process Improvement, Small Business, Contract Management, Due Diligence, Risk Management, Mergers, Pricing, Budgets, ERP, Sarbanes-Oxley Act, Financial Reporting, Program Management, Strategic Planning, Executive Management, Business Process..., Revenue Recognition, Internal Audit, GAAP, Costpoint, Variance Analysis, Analysis, General Ledger, Financial Accounting, Sarbanes-Oxley, Mergers & Acquisitions, Financial Forecasting
Education
Elon University - Martha and Spencer Love School of Business 1991 — 1995
Bachelor of Science, Accounting
Robinson 1987 — 1991
Bank of America March 2013 - Present
Bank of America December 2010 - February 2013
Cherry, Bekaert & Holland November 2007 - December 2010
Moore & Van Allen, PLLC April 2007 - November 2007
BDO Seidman, LLP December 1999 - April 2007
Education
University of South Carolina - Darla Moore School of Business 2001 — 2002
MTAX, Taxation
Davidson College 1992 — 1996
McKinzie, Thompson & Van Dyne PLLC January 2011 - Present
Cherry, Bekaert & Holland November 2003 - December 2010
Deloitte 1998 - 2003
Skills
GAAP, Corporate Tax, Financial Reporting, Sarbanes-Oxley Act, Tax Preparation, Tax, Financial Analysis, Tax Accounting, Fixed Assets, Accountants, Auditing, Mergers, Transfer Pricing, US GAAP, Private Equity, Tax Returns, Income Tax, Partnership Taxation, General Ledger, Tax Research, Internal Controls, Financial Modeling, Tax Advisory, SEC filings, Internal Audit, Cost Accounting, Due Diligence, Financial Audits, CPA, Tax Law, Financial Statements, QuickBooks, Restructuring, Corporate Finance, Accounting, External Audit, Financial Accounting, Assurance, Consolidation
Education
Rochester Institute of Technology 1989 — 1991
MBA, Public Accounting
Alfred University 1982 — 1987
BS, Business Administration
M. Randall Branch, CPA, PC August 2004 - Present
Air Liquide America October 1997 - July 2004
Cherry, Bekaert & Holland July 1995 - July 1997
Skills
Accounting, Tax, General Ledger, Auditing, Financial Analysis, Corporate Tax, CPA, Account Reconciliation, Income Tax, Tax Returns, Sarbanes-Oxley Act, Accounts Payable, Sales Tax, Accruals, Financial Reporting, GAAP, Payroll Taxes, Tax Compliance, Cost Accounting, Payroll, Tax Preparation, Quickbooks, Federal Tax, Fixed Assets, Audit, Bookkeeping, Financial Planning, Financial Accounting, Tax Services, US GAAP, Budgeting, Reconciliation, Journal Entries, Revenue Recognition, Cash Flow, External Audit, Accounts Receivable, Microsoft Office, Oracle Financials, Peachtree, Lacerte, Compliance, Internal Controls, Capital Budgeting, Tax Advisory, IRS, Sage
Education
University of North Carolina at Greensboro 1994 — 1995
Master of Science, Accounting
Elon University 1989 — 1992
Bachelor of Science, Accounting
Sobelman & Anstett, P.A. January 2013 - Present
Scullin & Sobelman, P.A. December 2010 - December 2012
Hill, Barth & King LLC September 2009 - November 2010
Cherry, Bekaert & Holland January 2008 - September 2009
Skills
Tax Preparation, Tax Accounting, Partnership Taxation, Estate Law, Account Reconciliation, Trusts, Tax, Financial Reporting
Education
Florida Gulf Coast University 2006 — 2008
MS, Accounting & Taxation
Florida Gulf Coast University 2004 — 2006
BS, Accounting
Northland Pines
PRA Health Sciences February 2015 - Present
Liberty Mutual Insurance November 2011 - April 2014
Cherry, Bekaert & Holland October 2011 - November 2011
Cherry, Bekaert & Holland October 2009 - October 2011
Federal Reserve Board May 2008 - August 2008
Digital Federal Credit Union May 2006 - August 2007
Community Tax Aid, Inc. January 2007 - April 2007
Skills
Accounting, Microsoft Office, Financial Accounting
Education
American University - Kogod School of Business 2009 — 2011
MS, Taxation
American University - Kogod School of Business 2005 — 2009
BSBA, Accounting, International Finance
Langdon & Company April 2014 - Present
Cherry Bekaert LLP July 2012 - April 2014
Cherry, Bekaert & Holland January 2011 - July 2012
North Carolina State University August 2009 - May 2010
Cherry, Bekaert & Holland May 2009 - August 2009
Skills
Auditing, Financial Accounting, Internal Controls, Financial Reporting, GAAP, CPA, Single Audit
Education
North Carolina State University 2009 — 2010
Masters of Science, Accounting
Elon University 2005 — 2009
Bachelor of Science, Accounting, Economics
UNC Health Care May 2015 - Present
TCnetworks Inc August 2013 - April 2015
Epic January 2012 - August 2013
Cherry, Bekaert & Holland January 2011 - April 2011
Skills
Project Management, Software Project..., Process Improvement, Business Analysis, Data Analysis, Visio, Software Documentation, Access, SharePoint, Leadership, Team Leadership, Microsoft Excel
Education
East Carolina University 2010 — 2011
Master's degree, Business Administration and Management, General
Appalachian State University 2006 — 2009
Bachelor's degree, Accounting
Hall & Company CPAs September 2015 - Present
Twin Peak Advisors December 2014 - Present
Trident Case COO / CFO March 2014 - June 2015
Daniel Hertz, LLP October 2012 - December 2014
Squar Milner January 2008 - September 2012
Cherry, Bekaert & Holland January 2006 - January 2008
Skills
Internal Controls, Financial Reporting, GAAP, SEC filings, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Finance, Financial Analysis, Management, Accounting
Education
Valdosta State University 1999 — 2000
BBA, Accounting
Auburn University 1984 — 1988
Economics
Booz Allen Hamilton May 2013 - Present
Cherry Bekaert LLP May 2011 - April 2013
Cherry, Bekaert & Holland September 2009 - July 2011
WVU Eberly College of Arts & Sciences October 2006 - December 2007
Skills
Revenue Recognition, Accruals, Government Contracting, Internal Audit, Compliance, GAAP, Internal Controls, Incurred Cost Submission, Indirect Rates, Auditing, FAR, CPA
Education
West Virginia University 2004 — 2008
Accounting
Bond University 2006 — 2006
Accounting
Liberty Baptist Church April 2015 - Present
Liberty Baptist Church January 2014 - Present
Dixon Hughes Goodman LLP September 2012 - Present
Rodman & Rodman, P.C. August 2011 - August 2012
Parent to Parent USA February 2010 - May 2011
Cherry, Bekaert & Holland January 2011 - March 2011
Reactive Innovations, LLC May 2010 - August 2010
Skills
Accounting, Financial Reporting, Fixed Assets, Audit, Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Tax Law, Tax Accounting, Personal Income Tax..., Personal Tax Planning, Auditing, Financial Audits, External Audit, Tax Incentives, Tax Credits, Cost Accounting, Project Accounting, Forensic Accounting, QuickBooks, Microsoft Excel, ProSystem fx Tax, CCH Research, CCH ProSystem fx, Peachtree, Internal Controls, GAAP, Financial Statements, Accounts Receivable, CPA, Bookkeeping, Accounts Payable, Financial Accounting, Partnership Taxation
Education
Liberty University 2011 — 2013
MSA, Accounting
Appalachian State University 2007 — 2011
BS, Accounting
Piedmont Natural Gas February 2015 - Present
Piedmont Natural Gas May 2011 - Present
Cherry, Bekaert & Holland August 2008 - May 2011
Cherry, Bekaert & Holland August 2006 - July 2008
Skills
Internal Controls, Accounting, GAAP, Financial Statements, IFRS, Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Financial Accounting, Auditing, Financial Analysis, General Ledger, Due Diligence, QuickBooks, Forecasting, Internal Audit, Strategic Financial..., Financial Modeling
Education
Wake Forest University 2013 — 2015
Master of Business Administration (MBA)
Elon University - Martha and Spencer Love School of Business 2002 — 2006
BS, Business Administration and Accounting
Red Bank Regional High School 1998 — 2002
PwC December 2012 - Present
Cherry, Bekaert & Holland January 2011 - September 2012
Skills
Auditing, Financial Reporting, Financial Accounting, External Audit, Internal Controls, Forensic Accounting, SEC filings, US GAAP, Financial Statements, Corporate Tax, Tax Preparation, Accounting, Internal Audit, Cost Accounting, General Ledger, Revenue Recognition, CPA, Income Tax, GAAP, QuickBooks, Financial Audits, Consolidation, Sarbanes-Oxley, Assurance, Big 4, Fixed Assets, IFRS, Variance Analysis, Cash Flow, Account Reconciliation, Financial Analysis, Managerial Finance, SOX 404, Journal Entries, Accounts Payable, Accruals, Accounts Receivable, Bank Reconciliation, Payroll, IT Audit, Sales Tax, Statutory Accounting, COSO, Payroll Taxes, S Corporations, FASB, SEC Filings, Finance
Education
Florida International University - College of Business Administration 2011 — 2012
MAcc, Master of Accounting
Florida International University - College of Business Administration 2008 — 2010
MBA, Business Administration
Sage/Gentle Dental Group - Central and Southeast Florida April 2014 - Present
Weatherby Healthcare December 2011 - April 2014
Cherry, Bekaert & Holland November 2008 - June 2011
EY October 2007 - November 2008
EY June 2006 - August 2006
Skills
Recruiting, Accounting, CPA, Auditing, General Ledger, Tax Preparation, Corporate Tax, Financial Reporting, Tax, Financial Statements, Internal Controls, Financial Accounting, Income Tax, Employee Benefits, Healthcare
Education
Florida State University 2006 — 2007
Master's degree, Accounting/Audit
Florida State University 2002 — 2006
Bachelor's degree, Accounting and Finance, 3.8 GPA, Graduated Cum Laude
Mission Health April 2015 - Present
Mission Health May 2013 - April 2015
First Flight Federal Credit Union December 2010 - April 2013
First Flight Federal Credit Union April 2010 - December 2010
First Flight Federal Credit Union July 2009 - April 2010
Cherry, Bekaert & Holland August 2008 - March 2009
Cherry, Bekaert & Holland January 2007 - March 2007
Skills
SQL Database Queries, Database Analysis, Accounting Analysis, Accounting Research, Financial Analysis, Financial Reporting, Internal Reporting, Ad Hoc Reporting, Microsoft Office, Excel, Ten Key, Journal Entries, Accruals, Depreciation, General Ledger..., General Ledger..., Reconciliations, Monthly Close, Year End Close, General Ledger, Accounting, Fixed Assets, Accounts Payable, Account Reconciliation, Microsoft Excel, Year-end Close, CPA, Finance
Education
Appalachian State University 2007 — 2008
Masters, Accounting
Appalachian State University 2003 — 2007
BSBA, Accounting
Cherry, Bekaert & Holland May 2008 - Present
Aidman Piser & Company September 2003 - April 2008
Deloitte 1997 - September 2003
Skills
Corporate Tax, CPA, Tax Research, Tax, Income Tax, Tax Accounting, Tax Preparation, Partnership Taxation, SEC filings, Tax Returns, Tax Advisory
Education
University of Miami School of Law 1984 — 1987
Doctor of Law (J.D.)
College of Charleston 1980 — 1984
Bachelor of Science (B.S.), Business Administration
Keller Williams Real Estate August 2011 - Present
Cherry, Bekaert & Holland November 2010 - February 2011
Skills
Buyer Representation, New Home Sales, Relocation, Single Family Homes, Residential Homes, Real Estate Transactions, Selling, Sellers, Short Sales, Foreclosures, Move Up Buyers, SFR, ABR, Seniors
Education
Bob Jones University 2001 — 2005
BA, Counseling
Griffin Brothers Companies April 2015 - Present
SOS Intl 2013 - 2015
Spire Sports + Entertainment, LLC March 2011 - December 2013
Motorsports Management International, LLC January 2005 - February 2011
Motorsports Management International, LLC January 2010 - September 2010
Motorsports Management International, LLC March 2003 - December 2005
Evergreen Investments, Inc July 2000 - March 2003
McGladrey & Pullen, LLP March 1999 - July 2000
Toter, Inc January 1997 - March 1999
Cherry, Bekaert & Holland January 1996 - April 1997
Skills
CPA (Certified in NC), Excel-based Financial..., Cashflow Management, Forecasting, Budgeting, Expense Tracking, Payroll Administration, QuickBooks, HR, 401(k) Setup and..., Disability Insurance, W/C Insurance, MS Office, Budgets, Payroll, Cash Flow, Microsoft Office, Accounting, Account Reconciliation, Human Resources, Financial Planning, Management, Cash Management, Auditing, Financial Analysis, Finance, Internal Controls, Strategic Planning, Marketing, Expenses, Financial Statements
Education
Appalachian State University
Masters of Science, Accounting, 3.67
Davidson College
B.A., Political Science
Guilford College 1987 — 1990
Political Science and Government
Charlotte catholic
Ernst & Young April 2013 - Present
Cherry, Bekaert & Holland August 2011 - April 2012
Fastenal August 2010 - August 2011
Cherry, Bekaert & Holland June 2010 - August 2010
Lambda Chi Alpha - Elon University January 2009 - February 2010
Cherry, Bekaert & Holland June 2009 - August 2009
CAPTRUST May 2008 - August 2008
Senator Elizabeth Dole August 2006 - December 2006
Skills
GAAP, Accounting, Auditing, Financial Reporting, Financial Statements, Financial Analysis, Internal Controls, QuickBooks, Microsoft Office, Financial Accounting, Single Audit, CCH ProSystem fx
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Bachelor of Science, Finance and Accounting
Harding C.o February 2010 - Present
ExxonMobil February 2005 - February 2010
Cherry, Bekaert & Holland February 2008 - May 2008
Skills
Marketing Communications, Investment Banking, Real Estate Economics, Management Consulting
Education
University of California, Berkeley 2001 — 2005
Master's degree, International Business
Bentley College 1999 — 2001
Bachelor's degree, Economics
BioDelivery Sciences International 2015 - Present
BioDelivery Sciences International 2012 - 2015
PRA Health Sciences 2011 - 2012
PRA Health Sciences 2009 - 2011
NC Dept. of Public Instruction 2009 - 2009
North Carolina State Board of Education 2008 - 2009
NC Department of Commerce 2008 - 2008
Robert Half International 2008 - 2008
Cherry, Bekaert & Holland 2008 - 2008
Toll Brothers 2004 - 2007
Skills
Contract Negotiation, Leadership, Process Improvement, Budgets, Contract Management, Management, Project Management, Strategic Sourcing, Forecasting, Strategic Communications, Negotiation, Project Finance, Proposal Writing, Operations Management, Finance, Business Development, Strategy, Outsourcing, Vendor Management, Public Speaking, Sales, Program Management
Education
Elon University 2015 — 2018
Master of Business Administration (M.B.A.), Concentration: Organizational Analytics
Elon University 2000 — 2004
B.S. (x2), Dual Degrees: Accounting & Business Administration
Elon University - Martha and Spencer Love School of Business 2007 — 2007
Executive Education
HPW Real Estate School 2009 — 2012
Provisional Broker's Course & Post-Licensing Courses, Real Estate
George Mason University 2006 — 2006
Marketing
Robert Half Finance & Accounting March 2015 - Present
Grant Thornton LLP October 2014 - March 2015
Robert Half Finance & Accounting July 2012 - October 2014
MISource March 2012 - July 2012
Cherry, Bekaert & Holland October 2007 - September 2011
Berenfeld, Spritzer, Shechter & Sheer 2007 - 2010
Rachlin Cohen & Holtz October 2005 - September 2007
Education
Florida Atlantic University
Master's degree, Taxation
Florida State University
Bachelor of Science (BS), Accounting
spanish river
Boca raton middle school
Cherry, Bekaert & Holland August 2012 - June 2013
Cherry, Bekaert & Holland January 2011 - July 2012
Skills
GAAP, Auditing, Financial Reporting, Accounting, Single Audit, General Ledger, Financial Accounting, Internal Controls, QuickBooks, CPA, Account Reconciliation, Revenue Recognition, Income Tax Basis Audit, OMB Circular A-133, US GAAP
Education
North Carolina State University 2009 — 2010
Master of Accounting
Barton College 2005 — 2008
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Accounting, Spanish
Park Ophthalmology July 1984 - Present
EyeCare America January 1986 - Present
UNC Health Care July 1984 - Present
Park Ophthalmology July 1984 - Present
UnaVoce 2015 - 2015
UnaVoce 2015 - 2015
UnaVoce 2015 - 2015
Cherry, Bekaert & Holland 1990 - 2012
Robert Rosenthal, Attorney 1981 - 2012
TearScience, Inc. 2005 - 2011
Skills
Ophthalmology, Glaucoma, Surgery, Clinical Trials, Clinical Research, Clinical Development, Medical Devices, Pharmaceutical Industry, Medical Education, Healthcare, Medicine, Pharmacology, Hospitals, CRO, Treatment, FDA, Protocol, Lifesciences, Diabetes, Clinical Pharmacology, GCP, Drug Development, Public Health, Biotechnology, Cataract Surgery, Physicians, Medical Writing, Medical Research, Immunology, Dry Eye, Cataract, Pharmaceutics, Regulatory Affairs, Regulatory Submissions, Epidemiology, Managed Care, Informatics, Pharmacovigilance, clinical investigator, Life Sciences
Education
University of Miami Leonard M. Miller School of Medicine 1981 — 1984
Residency, Ophthalmology
Duke University School of Medicine 1980 — 1981
Intern, PGY-1, Internal Medicine
University of Florida College of Medicine 1979 — 1980
Post Doctoral, Pharmacology
University of Florida College of Medicine 1975 — 1979
M.D., Medicine, Phamacology
McGladrey September 2012 - Present
FSO 2011 - Present
RGP (formerly a division of Deloitte) 2003 - 2011
Jefferson Wells (now Experis) 2000 - 2003
Own Name 1998 - 2000
BellSouth (now AT&T) 1993 - 1998
Cherry, Bekaert & Holland 1900 - 1993
Skills
Business Process..., Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Sarbanes-Oxley, Auditing, Internal Audit, Accounting, Compliance, Inventory Management, Management Consulting, Process Improvement, Event Planning, IT Audit, Enterprise Risk..., SEC filings, US GAAP, Team Leadership, GAAP, Financial Analysis, Analysis, COSO, CPA, College Accounting, Community Service, Controller, Customer Oriented, Forensic Accounting, Government, Microsoft Office, Policy, Problem Solving, Risk Advisory, QuickBooks, SOX, SharePoint, Teaching, Travel, Visio, Volunteer Management, Event Management
Education
Auburn University
BS, Accounting (ED)
University of Alabama at Birmingham
BS, Accounting (BUS)
Virgil I. Grissom High School
Cherry Bekaert LLP August 2014 - Present
Cherry, Bekaert & Holland January 2011 - August 2014
Cherry, Bekaert & Holland December 2008 - February 2011
Bradley Plumbing & Heating August 2003 - April 2008
Skills
Tax, CPA, Corporate Tax, Tax Accounting, Partnership Taxation, Trusts, Estate Tax Planning, Gift Tax, Mergers & Acquisitions, Estates, Financial Reporting, Financial Accounting, Income Tax, Tax Preparation, Accounting, QuickBooks, Financial Analysis, GAAP Standards, Corporate Tax Planning, Owner-managed businesses, Individual Returns, Individual Planning, Payroll, Microsoft Excel, Peachtree, Microsoft Office, Accounts Payable, Account Reconciliation, Bank Reconciliation, General Ledger, Journal Entries, BusinessWorks, Financial Statements, Tax Returns, Tax Research, GAAP, US GAAP
Education
Augusta State University 2005 — 2008
BBA, Accounting
University of South Carolina-Aiken 2003 — 2005
ECU Medical & Health Sciences Foundation and ECU Alumni Association September 2015 - Present
Dixon Hughes Goodman LLP August 2012 - August 2015
Cherry, Bekaert & Holland August 2011 - July 2012
East Carolina University January 2010 - May 2011
Wells Fargo Advisors March 2009 - December 2009
Skills
Research, Microsoft Office, Excel, Adobe Acrobat, Accounting, Auditing, Microsoft Excel, Financial Reporting, Financial Accounting, GAAP, Internal Controls
Education
East Carolina University - College of Business 2010 — 2011
MSA, Accounting
East Carolina University - College of Business 2006 — 2009
BSBA, Accounting and Finance
Cherry, Bekaert & Holland December 2009 - Present
TS Designs June 2009 - March 2010
Elon University August 2005 - May 2009
Nine West Group June 2008 - January 2009
Graduate Admissions of Elon University 2008 - 2008
English National Opera September 2007 - November 2007
Carolina Public Relations July 2007 - August 2007
Education
Elon University 2005 — 2009
Bachelor of Science, Business Marketing
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Cherry, Bekaert & Holland June 2012 - August 2012
Geo-Di Electric Inc. January 2006 - March 2009
Fayette County April 2004 - December 2005
Village of Royal Palm Beach May 2002 - April 2004
City of Henderson March 2000 - October 2001
Walt Disney World January 1997 - May 1997
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Peachtree, PowerPoint, Access, Nonprofits, Accounts Payable, Financial Analysis, Public Speaking, Financial Accounting, Budgets, Leadership, Outlook, Customer Service, Analysis, Accounts Receivable, Teamwork
Education
Old Dominion University 2010 — 2012
Bachelor of Science (B.S.), Accounting
Auburn University 1995 — 1999
BA, Political Science
American Capital January 2015 - Present
American Capital July 2013 - December 2014
American Capital May 2012 - June 2013
Standard & Poor's September 2010 - May 2012
US Securities and Exchange Commission June 2010 - August 2010
American University August 2008 - May 2010
Ernst & Young June 2009 - August 2009
Cherry, Bekaert & Holland January 2009 - April 2009
Skills
Structured Finance, Financial Modeling, VBA, Investments, MBS, Stata, Fixed Income, Bloomberg, Financial Analysis, Data Analysis, Microsoft Excel, Private Equity, Corporate FP&A
Education
American University - Kogod School of Business 2009 — 2010
Masters of Science, Finance
American University - Kogod School of Business 2006 — 2009
Bachelor of Science, Business; Accounting
Cherry Bekaert LLP 2006 - Present
Cherry, Bekaert & Holland January 1996 - Present
Skills
CPA, GAAP, SEC filings, Internal Controls, Corporate Tax, Tax Preparation, Tax, Tax Research, Forensic Accounting, US GAAP, S Corporations, Partnership Taxation, Revenue Recognition, Tax Accounting, Income Tax, Financial Accounting, External Audit, Auditing, Tax Returns
Education
Valdosta State University 1994 — 1996
Bachelor of Business Administration, Accounting
Columbus State University 1991 — 1993
Thompson Greenspon January 2013 - Present
Thompson Greenspon January 2011 - December 2012
Thompson, Greenspon & Co., P.C. December 2009 - January 2011
Cherry, Bekaert & Holland August 2009 - December 2009
Cherry Bekaert & Holland September 2006 - August 2009
Reznick Group October 2005 - September 2006
Scribner, Cohen & Co. January 2001 - October 2005
Skills
CPA, Tax, Tax Accounting, Accounting, Depreciation, Income Tax, Corporate Tax, Government Contracting, Partnership Taxation, ProSystem fx Tax, Tax Preparation, Tax Research, Tax Returns, Financial Statements, Financial Analysis, Strategic Planning, Finance
Education
American University - Kogod School of Business 2008 — 2011
MS, Taxation
Marquette University 1998 — 2002
BS, Accounting
Dollar Tree Stores, Inc. February 2006 - Present
Virginia Society of CPAs 2011 - 2012
Cherry, Bekaert & Holland 2001 - 2006
KPMG 1996 - 2001
ZF Friedrichshafen July 1994 - June 1996
Skills
Accounting, Tax, Income Tax, Financial Reporting, Auditing, CPA, Sales Tax, International Tax, Tax Advisory, Fixed Assets, Big 4, Transfer Pricing, Microsoft Excel, Account Reconciliation, GAAP, Corporate Tax, Tax Returns, Tax Accounting, Tax Research, US GAAP, Sarbanes-Oxley Act, Tax Preparation, Financial Accounting, SEC filings, Financial Statements, Cost Accounting, FIN 48, State Tax
Education
University of Georgia - Terry College of Business 1993 — 1995
MAcc, Accounting
East Carolina University - College of Business 1989 — 1993
BAcc, Accounting
Highland Fairview February 2013 - Present
Caribbean Property Group May 2011 - February 2013
Cherry, Bekaert & Holland November 2009 - May 2011
General Motors May 2008 - October 2009
Grant Thornton October 2001 - April 2008
Skills
Auditing, Accounting, Leadership, Management, Sarbanes-Oxley Act, Consolidation, Financial Reporting, GAAP, IFRS, Budgets, Internal Audit, SEC filings, US GAAP, CPA, Financial Accounting, Account Reconciliation, Financial Analysis, IT Audit, Internal Controls, Finance, Mergers & Acquisitions, Cash Management, Strategic Financial...
Education
Florida International University 2001 — 2002
Masters, Accounting
Florida International University - College of Business 1996 — 2000
Bachelors, Accounting
Highsmith & Highsmith, LLC November 2011 - Present
McKinley Cooper and Co., LLC December 2008 - November 2011
VIS, LLC May 1996 - December 2008
Cherry, Bekaert & Holland October 1991 - May 1996
Skills
Auditing, Accounting, Tax, Bookkeeping, Internal Controls, Non-profits, Small Business
Education
Bob Jones University 1987 — 1991
BS, Accounting
Steve Calvar, P.A. December 2011 - Present
Cherry, Bekaert & Holland July 2008 - December 2011
Kaufman Rossin & Company August 2004 - June 2008
Rachlin Cohen & Holtz 2001 - 2003
Skills
Tax Advisory &..., International Taxation, Business Consulting, Business Entity..., Partnership Taxation, Corporate Tax, Professional Services, Personal Income Tax..., Income Tax, International Tax, Personal Tax Planning, Retail, Tax Law, Tax Returns, Accounting, Small Business Tax, Entertainment, Investments, Tax, Management Consulting, Tax Preparation, Manufacturing, Tax Advisory, Strategic Financial..., Business Tax Planning, Bookkeeping, CPA, Tax Accounting, Business Valuation, Estate Planning, Sarbanes-Oxley Act, SEC filings, High Net Worth..., Forensic Accounting, GAAP, US GAAP, Internal Controls, Finance
Education
Florida International University - College of Business 2000 — 2001
Executive Masters of Science in Taxation, (Taxation/Accounting)
Florida International University - College of Business 1998 — 2000
Bachelors of Arts in Accounting, Accounting
Florida International University 1994 — 1998
Health Education, Sports Medicine
Miami Dade College 1992 — 1994
Associates in Arts, Accounting
Coral Park Senior High School 1992 — 1992
High School Diploma
VCU School of Engineering January 2008 - Present
VCU School of Engineering Foundation 2010 - 2011
Cherry, Bekaert & Holland January 2006 - January 2008
FMI Corporation December 2004 - January 2006
Skills
Complex Problem Solving, Strategic and Financial..., Cash Flow Forecasting, Financial Reporting, Budget Development, Business Transformation, Budgeting, Administration, Analysis, Financial Analysis, Forecasting, Payroll, Budgets, Strategy, Negotiation, Human Resources, Sarbanes-Oxley Act
Education
North Carolina State University - College of Management 1994 — 1999
Bachelor of Science, Business Management, Finance concentration
Duke University
Certificate of Completion, Non-profit Management Program
TOSHIBA Global Commerce Solutions, Inc October 2013 - Present
Toshiba November 2012 - October 2013
Cherry, Bekaert & Holland November 2011 - November 2012
Myers and Stauffer LC December 2010 - September 2011
Lloyd McConnel, CPA July 2008 - August 2011
Lenovo March 2005 - August 2008
KPMG 2004 - 2005
IBM December 1995 - June 2004
Skills
Accounting, Auditing, Internal Audit, Finance, Process Improvement, Forecasting, Mergers & Acquisitions, Analysis, Budgets, Business Process, Due Diligence, Financial Analysis, Financial Reporting, Financial Statements, Internal Controls, Management, Revenue Recognition, Strategy, Tax
Education
East Carolina University - College of Business 1991 — 1997
Benhaven
Western Harnett High School
Kingsbery CPAs December 2013 - Present
Cherry, Bekaert & Holland December 2010 - May 2012
Stephen M. Berman & Assoc., LLC January 2008 - December 2010
Cumulus Broadcasting May 2007 - January 2008
Daniel/Pappadakis & Associates December 2005 - May 2007
Skills
Accounting, Financial Reporting, Tax, Tax Preparation, Income Tax, Partnership Taxation, Tax Research, Tax Accounting, GAAP, Financial Accounting
Education
Emory University 2002 — 2005
Bachelor of Arts (B.A.), Economics
Georgia State University
Post Baccalaureate, Accounting
Sell My MSP August 2015 - Present
ABC Solutions, LLC June 2005 - Present
Global IT Community Association 2010 - December 2012
Cherry, Bekaert & Holland July 2001 - November 2003
Skills
Small Business, Accounting, Tax Preparation, QuickBooks, CPA, Great Plains Software, Autotask, IRS Enrolled Agent, GAAP, Tax Returns, Financial Accounting, Corporate Tax, Payroll Taxes, Cloud Computing, Cash Flow, General Ledger, Sales Tax, Bookkeeping, Accountants, Virtualization, Accounts Payable, Disaster Recovery, Financial Statements, Balance, Partnership Taxation, Account Reconciliation, Tax Accounting, Peachtree, Income Tax, Fixed Assets, Accruals, Accounting Applications, Payroll, Bank Reconciliation, Cost Accounting, US GAAP, Tax, Cash Management, Accounts Receivable, Consulting, Finance, Strategic Financial..., IT Audit, Process Improvement, Financial Reporting
Education
Florida Institute of Technology 2012 — 2013
Accounting
University of Phoenix 2010 — 2012
Associate of Arts (AA), Accounting, 3.98
City of Knoxville Pension System August 2013 - Present
Pugh CPAs July 2006 - August 2013
Cherry, Bekaert & Holland October 1994 - July 2006
Skills
Accounting, Audit, Auditing, Assurance, Compliance, Financial Reporting, US GAAP, Internal Audit, Technical Accounting, External Audit, Revenue Recognition, GAAP, Preparation, Internal Controls, Government Contracting, Government, Financial Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, Tax Research, Tax Preparation, Tax Returns, Tax Accounting, Corporate Tax, Financial Statements, Income Tax, Financial Audits, General Ledger, Tax, CPA, SEC filings, QuickBooks, Sarbanes-Oxley Act, Payroll
Education
Carson-Newman College 1987 — 1991
BS, Accounting
Cherry Bekaert LLP January 2005 - Present
Cherry, Bekaert & Holland January 2005 - Present
Skills
Accounting, Financial Reporting, Auditing, Microsoft Excel
Education
East Carolina University
Superior Traffic Controls, LLC November 2012 - Present
Vintages Handcrafted Wine International, Inc. October 2012 - Present
CHINESEINVESTORS.COM November 2009 - Present
Paul Dickman, CPA February 2009 - Present
Northstar Commercial Partners February 2007 - October 2009
Hein & Associates August 2005 - January 2007
Cherry, Bekaert & Holland August 2003 - April 2005
Skills
SEC Accounting &..., Internal Controls..., Equity and Debt Sourcing, Start-up Consulting, Financial Statement..., Financial Modeling, Internal Controls, Auditing, Finance, Accounting, Corporate Tax, Mergers & Acquisitions, Entrepreneurship, Financial Analysis, Management, CPA, Due Diligence, Financial Reporting, Financial Audits
Education
Colorado State University 2008 — 2008
Certificate, Construction Management
Bob Jones University 1998 — 2002
Bachelors of Science, Financial Management & Accounting
Bob Jones University 1998 — 2002
Bachelor of Science, Finance & Accounting
PT Solutions Physical Therapy September 2014 - Present
SunLink Health Systems, Inc. May 2009 - September 2014
Dixon Hughes PLLC March 2008 - April 2009
Cherry, Bekaert & Holland May 2003 - March 2008
Skills
SEC filings, Auditing, Sarbanes-Oxley Act, Financial Reporting, General Ledger, Healthcare, Internal Controls, GAAP, Financial Statements, US GAAP, Accounting, Accounts Payable, Corporate Tax, Financial Accounting, Compliance, SEC Filings
Education
University of Georgia - Terry College of Business 1999 — 2003
BBA, Accounting
Augusta State University - College of Business Administration 2004 — 2005
MBA
Cherry Bekaert LLP December 2012 - Present
Cherry, Bekaert & Holland February 2009 - November 2012
McKean, Paul, Chrycy, Fletcher & co. 1999 - 2009
Skills
Tax Preparation, Forensic Accounting, Auditing, Income Tax, Corporate Tax, Accounts Receivable, CPA, Fixed Assets, External Audit, Revenue Recognition, Internal Audit, Financial Analysis, SEC filings, US GAAP, Sarbanes-Oxley Act, Account Reconciliation, Financial Reporting, Cash Flow, Financial Accounting, Internal Controls, Financial Statements, Tax Accounting, Tax Research, Consolidation, QuickBooks, Partnership Taxation, Tax Returns, Journal Entries, General Ledger, Cost Accounting, Tax, Big 4, Accounting, Bookkeeping, International Tax, GAAP, S Corporations, Variance Analysis, Assurance, Accruals, Peachtree, Accounts Payable
Education
Florida International University - College of Business 1992 — 1995
Citi December 2010 - Present
Assurance Dimensions August 2009 - May 2010
Cherry, Bekaert & Holland January 2008 - July 2009
American Tin Ceilings March 2006 - December 2007
Raymond James Financial 2003 - 2006
US Army February 1996 - February 1999
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Financial Statements, GAAP, Program Management, QuickBooks, Training, Management, Budgets, Finance, Financial Analysis, General Ledger, Sarbanes-Oxley Act, US GAAP
Education
University of South Florida - College of Business Administration 2003 — 2008
B.A.
Florida State University 1999 — 2002
B.A.
Manatee
Cherry, Bekaert & Holland November 2008 - Present
Wachovia Securities August 2004 - November 2008
Education
Strayer University 2006 — 2009
Masters of Business Administration, Finance
Christopher Newport University 2001 — 2004
Bachelor of Science, Psychology
The Kenrich Group LLC January 2014 - Present
Cherry, Bekaert & Holland December 2011 - January 2014
Segovia May 2011 - December 2011
Argy February 2009 - April 2011
Argy October 2007 - February 2009
Argy September 2006 - October 2007
Arthur F. Bell May 2005 - August 2006
Solomon & Nislow, PC July 2004 - May 2005
Skills
Internal Controls, Accounting, Due Diligence, Pricing Negotiation, Revenue Recognition, Budgeting, Forecasting, Financial Accounting, Financial Reporting, Cost Accounting, GAAP, Forensic Accounting, Tax, Litigation Support, Government Contract...
Education
Florida Atlantic University 2005 — 2007
Masters of Science, Taxation
Florida Atlantic University 2005 — 2007
M.S, Taxation
Penn State University 2000 — 2004
Bachelor of Science, Accounting
Penn State University 2000 — 2004
B.S, Accounting
Hilton Worldwide June 2012 - Present
ServiceMaster January 2011 - June 2012
HTI Consulting June 2009 - August 2009
Grubb & EllisBRE Commercial August 2008 - May 2009
KPMG August 2007 - August 2008
Cherry, Bekaert & Holland August 2006 - August 2007
Education
Tsinghua University 2009 — 2010
MBA
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
Master of Business Administration (MBA)
Georgia State University 2005 — 2006
Master of Professional Accountancy, Accounting
Georgia State University - J. Mack Robinson College of Business
B.B.A, Accounting and Finance
Retirement Strategies, Inc. November 2011 - Present
The Cleveland Group, Certified Public Accountatns & Business Advisors, LLC January 2008 - November 2011
Cherry, Bekaert & Holland May 1995 - August 1998
Skills
QuickBooks, Financial Analysis, Tax Preparation, Payroll, Budgets, Tax, Nonprofits, Accounting, Small Business, Income Tax, Auditing, GAAP, Strategic Financial..., CPA, Internal Controls
Education
Augusta State University 1989 — 1995
BBA, Accounting
Augusta State University - College of Business Administration 1989 — 1995
BBA, Accounting
Cherry, Bekaert & Holland July 2002 - Present
Cherry, Bekaert & Holland July 2002 - Present
Mckean, Paul, Chrycy, Fletcher & Co. July 2002 - January 2009
Darla M Lee, PA January 1990 - June 2002
Coopers & Lybrand August 1987 - December 1990
McClain & Company August 1985 - July 1987
Skills
Tax Compliance &..., Tax Compliance &..., Tax Compliance &...
Education
Florida International University - College of Business 1988 — 1993
MS, Taxation
Binghamton University 1981 — 1985
BS, Accounting
Florida State University - College of Business
Certificate, Financial Planning
Cherry, Bekaert & Holland January 2010 - June 2012
James Madison University October 2008 - December 2010
Cherry, Bekaert & Holland June 2008 - August 2008
Education
James Madison University - College of Business 2007 — 2010
Bachelors of Business Administration, Accounting
Christendom College 2005 — 2007
Thomsonreuters January 1983 - Present
Thomson Reuters January 1983 - Present
Cherry, Bekaert & Holland March 2001 - December 2001
Deloitte & Touche January 2000 - January 2001
Education
Appalachian State University 1968 — 1972
BS, Health and Physical Education
Aronson LLC January 2015 - Present
American Capital October 2007 - December 2014
Cherry, Bekaert & Holland 2006 - 2007
Reznick Group 2004 - 2006
BISYS 2000 - 2004
PricewaterhouseCoopers 1999 - 2000
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Due Diligence, Financial Analysis, Financial Modeling, CPA, Mergers, International Tax, Tax Research, Corporate Finance, Corporate Tax, Tax, Tax Accounting, Partnership Taxation, Business Valuation, Tax Law, Income Tax
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
MS-Taxation
Fordham University 1989 — 1993
BS Accounting
Sheer & Company January 2015 - Present
For Eyes, Inc. 2012 - 2014
Cherry, Bekaert & Holland January 2011 - December 2012
Berenfeld, Spritzer, Shechter & Sheer July 1995 - December 2010
Skills
S Corporations, Corporate Tax, Income Tax, CPA, Tax Preparation, Tax Returns, Accounting, Auditing, Financial Accounting, Financial Reporting, Due Diligence, Financial Analysis, Mergers, Tax, Partnership Taxation, Mergers & Acquisitions, SEC filings, GAAP, Internal Controls, US GAAP, Tax Accounting, Forensic Accounting, SEC Filings
Education
Boston University
Florida International University
Mansfield University of Pennsylvania
Montero Medical Missions, Inc. April 2014 - Present
Arviso, Inc. August 2012 - October 2012
Isle of Wight Volunteer Rescue Squad 2008 - March 2011
Cherry, Bekaert & Holland June 2003 - March 2011
Skills
Small Business, QuickBooks, Auditing, Partnership Taxation, Accounting, Strategic Financial..., Corporate Tax
Education
ECPI College of Technology 2013 — 2014
Bachelor's Degree, Health/Health Care Administration/Management
University of New Haven 1995 — 1998
B.S., Financial Accounting
Homes, Lowry, Horn & Johnson, Ltd December 2008 - Present
Cherry, Bekaert & holland August 2005 - November 2008
Soza Associates, Ltd October 2002 - August 2005
Soza and Company, Ltd 1994 - 2002
Skills
Corporate Tax, Tax, Audit, Due Diligence, Compliance, Government Contracting, Tax Research, Auditing, GAAP, Internal Controls, CPA, Tax Accounting, Partnership Taxation, Income Tax, US GAAP
Education
American University - Kogod School of Business 2006 — 2009
MST, Taxation
The College of William and Mary 1978 — 1982
BBA, Accounting
Cherry, Bekaert & Holland October 2009 - Present
Education
Virginia Tech 2010 — 2011
Psychology, Statistcis
Virginia Western Community College 2010 — 2010
Psychology
Belmont Abbey College 1999 — 2003
BA, Business Administration- Marketing
Elgin Academy
Windham Brannon Audit In-chargeWindham Brannon, PCOctober 2010 - Present
Cherry, Bekaert & Holland 2007 - 2008
GA Department of Audits and Accounts 2006 - 2006
Skills
Internal Controls, Auditing, Tax, Financial Reporting, Financial Accounting, Accounting, Assurance, Sarbanes-Oxley Act, Income Tax, Accounts Payable, Financial Analysis, Corporate Tax, QuickBooks, GAAP, Internal Audit, US GAAP
Education
University of West Georgia 2002 — 2006
BBA, Accounting
Birmingham-Southern College 2001 — 2002
McIntosh High School
Georgia Department of Transportation November 2010 - Present
Cherry, Bekaert & Holland August 2008 - November 2010
Education
Clemson University - College of Business and Behavioral Science 2003 — 2008
BS, MPAcc, Accounting
American Underground November 2014 - Present
American Underground March 2013 - October 2014
Fleet Feet, Incorporated September 2010 - February 2013
Cherry, Bekaert & Holland January 2010 - March 2010
Center for Creative Leadership June 2009 - August 2009
Skills
Financial Reporting, Risk Management, Inventory Management, Customer Acquisition, Accounting, Financial Analysis, Corporate Finance, QuickBooks, Budget, Small Business, Entrepreneurship, Make Things Happen, Budgets
Education
Appalachian State University 2006 — 2010
Bachelor of Science, Business Administration, Accounting
First Citizens Bank January 2014 - Present
First Citizens Bank September 2010 - Present
Cherry, Bekaert & Holland August 2008 - September 2010
Cherry, Bekaert & Holland January 2007 - August 2008
Education
East Carolina University - College of Business 2004 — 2006
MSA, Accounting
East Carolina University 2000 — 2004
BS, Biology
Anthem, Inc. June 2015 - Present
Anthem, Inc. / Amerigroup February 2011 - June 2015
Bay Electric Co., Inc. April 2010 - February 2011
Cherry, Bekaert & Holland January 2007 - April 2010
Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Tax, Internal Controls, Microsoft Excel, Process Improvement, Healthcare, Managed Care, Local Government, Government Contracting, General Ledger, CPA, Financial Statements
Education
East Carolina University 2001 — 2006
MSA/BSA, Accounting
SNL Financial July 2014 - Present
SNL Financial May 2010 - July 2014
Cherry, Bekaert & Holland March 2008 - May 2010
Froehling & Robertson, Inc. February 2002 - March 2008
Isis Inc 2000 - 2002
Skills
Microsoft SQL Server, Databases, SharePoint, Visio, T-SQL, SQL, Crystal Reports, SSRS, IIS, VB.NET, Visual Studio, ASP.NET, Integration, Access, JavaScript, Visual Basic, HTML, VBA, ETL, Testing
Education
ECPI University 1997 — 1999
Associates
Cherry, Bekaert & Holland February 2012 - Present
Aspect Communications 2000 - 2003
Aspect Communications 1997 - 2000
Aspect Communications 1996 - 1997
Education
Chestnut Hill College 1983 — 1985
Sociology
Mercer County Community College
AA, Liberal Arts
Wilson Senior Care, Inc. May 2000 - Present
Cherry, Bekaert & Holland 1998 - 2000
Skills
Accounting, Employee Benefits, Strategic Planning, Healthcare, Auditing, Hospitals, PowerPoint, Leadership, Microsoft Office, Managerial Finance, Financial Analysis, Financial Reporting, Microsoft Excel
Education
Clemson University 1988 — 1991
BS, Marketing
Francis Marion University
Accounting
Cherry Bekaert LLP August 2013 - Present
Cherry, Bekaert & Holland January 2012 - August 2013
Skills
Financial Accounting, Accounting, Tax Preparation, General Ledger, QuickBooks, Auditing, Account Reconciliation, Bookkeeping, Microsoft Excel, CPA, Corporate Tax, US GAAP, Income Tax, Financial Statements
Education
Indiana University-Purdue University at Indianapolis 2009 — 2011
Masters of Science in Accounting
Butler University 2001 — 2005
Bachelor of Science in Economics
Cherry, Bekaert & Holland August 2011 - Present
Cherry, Bekaert & Holland January 2008 - August 2011
Education
Appalachian State University 2004 — 2006
BS, Accounting
Duke Energy Corporation May 2013 - Present
CB&I December 2010 - Present
Cherry, Bekaert & Holland November 2008 - December 2010
Wachovia, A Wells Fargo Company November 2006 - October 2008
TIAA-CREF July 2006 - November 2006
Cherry, Bekaert & Holland January 2004 - July 2006
Skills
Accounting, Financial Reporting, Auditing, SEC reporting, gaap, GAAP, CPA, Financial Accounting, Monthly Close Process, Interest Rate..., MD&A, Technical Accounting..., 10Q, Deadline Oriented, Microsoft Word, Microsoft Excel, Pivot Tables, Vlookup, Journal Entries, G/L Reconciliations, JD Edwards, Cognos, Essbase, Internal Controls, SEC filings
Education
Appalachian State University 2002 — 2003
Masters, Accounting
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics, Political Science
Hartzog, Risoen & Swordsma, LLC December 2014 - Present
Kirschner & Associates, PC September 2008 - December 2014
Cherry, Bekaert & Holland November 1981 - August 2008
Skills
Accounting, Auditing, CPA
Education
Augusta State University - College of Business Administration 1975 — 1978
BBA, Accounting
Kirschner & Associates, PC Tax AccountaKirscher & Associates2008 - Present
JDC Homes, LLC 2009 - 2011
Cherry, Bekaert & Holland 2001 - 2008
Education
Florida Atlantic University 1976 — 1979
BA, Accounting
EY October 2012 - Present
Ernst & Young February 2012 - October 2012
Cherry, Bekaert & Holland November 2011 - February 2012
Cherry, Bekaert & Holland November 2009 - November 2011
Cherry, Bekaert & Holland January 2008 - July 2008
Serco - North America May 2007 - December 2007
Education
American University 2011 — 2013
American University - Kogod School of Business 2011 — 2013
James Madison University 2004 — 2009
James Madison University - College of Business 2004 — 2009
Bachelor of Science in Business Administration, Accounting
S.T. Wooten Corporation January 2006 - Present
Central Paving Company, Inc. August 2003 - January 2006
CoreNet Services, Inc. January 2000 - April 2003
Cherry, Bekaert & Holland May 1998 - January 2000
Education
Elon University 1993 — 1997
BS, Accounting and Management
Bohlmann Accounting Group, PLLC December 2014 - Present
Binstock, Rubin, Adler, Aldecoa & Ellzey November 2012 - December 2014
Cherry, Bekaert & Holland December 2010 - November 2012
Berenfeld, Spritzer, Shechter & Sheer July 2004 - December 2010
Berenfeld, Spritzer, Shechter & Sheer June 1989 - July 2004
Skills
Corporate Tax, Accounting, Income Tax, Tax Preparation, Tax Accounting, Tax Returns, Tax Research, GAAP, CPA, Partnership Taxation
Education
Florida International University 1985 — 1991
WPLG 2015 - Present
Florida Auditor General 2012 - 2014
Dieppa, Padron & Associates, CPA, LLC 2011 - 2012
Compass Group North America 2009 - 2010
Cherry, Bekaert & Holland 2008 - 2009
Education
Clemson University 2007 — 2008
MPAcc
Florida State University 2003 — 2007
Bachelor of Science (B.S.)
Cherry Bekaert LLP August 2014 - Present
Cherry, Bekaert & Holland December 2011 - Present
Smith Miller & Buff, CPA, PA January 2009 - November 2011
Skills
Tax, Corporate Tax, CPA, Income Tax, Tax Preparation, Financial Accounting
Education
Appalachian State University 2007 — 2008
Bachelor of Science (BS), Accounting
Appalachian State University 1987 — 1991
bachelor of science, Applied Mathematics