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
Poston Communications 2012 - Present
Jaffe PR 2007 - 2012
Legal Marketing Association Southeastern Chapter 2010 - 2011
Freelancer 2006 - 2007
Cherry, Bekaert & Holland 2006 - 2007
Holland & Knight LLP 2002 - 2006
Skills
Reputation Management, Media Relations, Marketing Communications, Marketing Strategy, Corporate Communications, Internal Communications, Team Leadership, Professional Services..., Legal Marketing, Public Relations, Services Marketing, Marketing, Business Development, Social Media, Executive Messaging, Leadership, Social Media Marketing, Public Speaking, Nonprofits, Press Releases, Strategic Communications, Crisis Communications
Education
Stetson University 1999 — 2002
B.B.A., Marketing
David B McRee, CPA July 2005 - Present
Writer, blogger, self-employed July 2005 - Present
David McRee - Social Media Manager October 2009 - January 2012
Cherry, Bekaert & Holland September 2003 - July 2005
Fraser and Company, CPA's July 1996 - August 2003
Fraser Company 1996 - 2003
Skills
Blogging, Ebooks, Tax Compliance, Writing, Books, CPA, Nonprofits, Travel Writing, Tax, Small Business, Photography, Publishing, Web Content, Social Media, Tax Law, Tax Returns, Facebook, Tax Research, Corporate Tax, Accounting, Management, Social Networking, Public Speaking
Education
University of South Florida - College of Business Administration 1991 — 1996
BS, Accounting
State College of Florida-Manatee-Sarasota 1989 — 1991
Associate's degree, Accounting and Business/Management
Frazier & Deeter, LLC July 2014 - Present
Terry College of Business - Young Alumni Board July 2013 - Present
Frazier & Deeter, LLC July 2012 - June 2014
KPMG July 2009 - July 2012
KPMG US September 2007 - June 2009
KPMG June 2006 - August 2006
Cherry, Bekaert & Holland June 2005 - August 2005
Skills
External Audit, Sarbanes-Oxley Act, Revenue Recognition, IFRS, Internal Controls, Auditing, Financial Reporting, Accounting, Financial Analysis, Financial Modeling, Valuation, Financial Risk, Financial Audits, Financial Statements, US GAAP
Education
University of Georgia - J.M. Tull School of Accounting 2006 — 2007
MACC, Accountancy
University of Georgia - Terry College of Business 2003 — 2006
BBA, Accounting
Post Properties May 2015 - Present
Rental CCC February 2011 - Present
The Worthing Companies August 2014 - May 2015
The Worthing Companies June 2013 - August 2014
ARPS March 2012 - September 2012
FIRST CITIZENS BANK January 2010 - February 2011
Cherry, Bekaert & Holland June 2009 - July 2009
South Carolina Firefighters Federal Credit Union January 2008 - May 2009
University of South Carolina August 2006 - May 2008
Skills
Real Estate Investor, Property Management, Banking, Credit Unions, Retails, Financial Accounting, Internal Audit, Accountants, CPA, Analysis, Accounting, Finance, Financial Statements, General Ledger
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelor of Science, Accounting, Finance
Frazier & Deeter, LLC July 2014 - Present
Frazier & Deeter, LLC July 2013 - July 2014
Frazier & Deeter, LLC July 2011 - June 2013
Frazier & Deeter, LLC September 2009 - July 2011
Cherry, Bekaert & Holland June 2008 - August 2008
Skills
Assurance, Business Process..., Auditing, Accounting, Internal Audit, Employee Benefits, Financial Services, Financial Reporting, SEC filings, GAAP, Revenue Recognition, Internal Controls, Forensic Accounting, Sarbanes-Oxley Act, US GAAP, CPA
Education
University of Georgia - Terry College of Business 2008 — 2009
MAcc, Accounting
University of Georgia - Terry College of Business 2003 — 2008
BBA, Accounting
PwC July 2014 - Present
PwC January 2011 - June 2014
Cherry, Bekaert & Holland January 2009 - December 2010
Skills
Member of AICPA, CPA, US GAAP, Microsoft Excel, SEC Financial Reporting, External Audit, SOX 404, Consolidated Financial..., SEC filings, GAAP, Internal Controls
Education
University of Central Florida - College of Business Administration 2008 — 2009
MSA, Accounting
University of Central Florida 2004 — 2007
BSBA, Accounting
Sinkunas & Company May 2008 - Present
McGladrey January 2007 - May 2008
Ernst & Young June 2005 - November 2006
Clayton & McKervey, P.C. November 2003 - May 2005
Cherry, Bekaert & Holland August 2002 - November 2003
Skills
Accounting, Financial Reporting, QuickBooks, S Corporations, Financial Analysis, Income Tax, Tax Preparation, Tax, Corporate Tax, Tax Accounting, Strategic Financial..., Financial Accounting, GAAP, Account Reconciliation, Forensic Accounting, Finance, Sarbanes-Oxley Act, CPA, Tax Returns, Accounts Receivable, Accounts Payable, Managerial Finance, Due Diligence
Education
University of Michigan-Dearborn 1996 — 2000
BBA, Accounting
CBIZ MHM, LLC October 2014 - September 2015
CareerSource Pinellas and CareerSource Tampa Bay March 2010 - September 2014
Cherry, Bekaert & Holland September 2008 - March 2010
KPMG Audit July 1992 - September 2008
Skills
Assurance, Accounting, Financial Accounting, Financial Analysis, Internal Audit, CPA, External Audit, US GAAP, Big 4, Tax, Revenue Recognition, General Ledger, A-122, A-133, Single Audit, Yellow Book, HUD audits, Compilation Of..., Financial Statement..., Auditing Standards, Accounting Research, NFP, GAO, Financial Audits, Forensic Accounting, Financial Statements, Internal Controls, Financial Reporting, Auditing, GAAP, Management, Leadership, Budgets, Strategic Planning, Finance, Process Improvement, Training
Education
University of South Florida 1987 — 1992
Bachelor of Science (B.S.), Accounting
University of South Florida
Bachelors of Science Accounting, Accounting
Bauknight Pietras & Stormer, P.A. January 2010 - Present
EDENS : Connective Retail August 2013 - November 2013
Lang-Mekra North America September 2009 - March 2010
Cherry, Bekaert & Holland June 2009 - July 2009
Skills
Auditing, Internal Controls, Accounting, GAAP, Financial Accounting, Financial Reporting, QuickBooks, Banking, Forecasting, US GAAP, Consolidation, External Audit, General Ledger, Microsoft Excel, Cash Flow, Analysis, PowerPoint, Financial Analysis, Assurance, Budgets, Audits of Employee..., Financial Audits, Insurance, Financial Statements, Revenue Recognition, Fixed Assets, Microsoft Word, Sarbanes-Oxley Act, Nonprofits, Spreadsheets, Training, Tax Research, Yellow Book, A-133
Education
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelors of Science, Accounting, Insurance and Risk Management
Leadership Columbia
Leadership Columbia
Leadership Columbia
Gateway Health April 2015 - Present
Highmark Health August 2012 - April 2015
Caterpillar Inc. February 2012 - August 2012
ICF International August 2008 - 2012
Carnegie Mellon Tepper School of Business August 2009 - August 2011
Merck June 2010 - August 2010
Cherry Bekaert & Holland January 2006 - August 2008
Cherry Bekaert & Holland January 2006 - November 2006
Skills
Financial Analysis, GAAP, Corporate Finance, Financial Modeling, Change Management, Strategic Planning, Project Management, Business Intelligence, Business Strategy, Data Analysis, Enterprise Risk..., Valuation, Process Improvement, Teamwork, Integration, Cross-functional Team..., Finance, Strategy, Analysis, Management
Education
Carnegie Mellon University - Heinz School of Management 2009 — 2011
Master of Science, Public Policy and Management
Carnegie Mellon University - Tepper School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, Strategy & Operations
West Virginia University
BS, Acounting
National Aeronautics and Space Administration (NASA) February 2014 - Present
American Diabetes Association February 2012 - February 2014
American Diabetes Association June 2010 - February 2012
Cherry, Bekaert & Holland May 2008 - June 2010
Fraternity Management September 2007 - May 2008
Skills
Tax, Accounting, Financial Reporting, General Ledger, Financial Accounting, GAAP, Financial Analysis, Account Reconciliation, Financial Statements, Financial Modeling, Corporate Finance, PowerPoint, US GAAP, Microsoft Excel, Microsoft Word, Nonprofits, Budgets, Analysis, Internal Audit, Cash Flow, Tax Research, Management, Invoicing, Forecasting, Finance
Education
University of Tampa 2008 — 2012
M.S., Accounting
The George Washington University - School of Business 2011 — 2012
University of Florida 2004 — 2008
B.S., Accounting
The Ayco Company, L.P. January 2011 - Present
Cherry, Bekaert & Holland September 2008 - November 2010
WebsterRogers LLP 2005 - 2008
PricewaterhouseCoopers 1999 - 2005
Skills
Income Tax, Tax, Corporate Tax, Tax Preparation, CPA, Tax Research, Tax Returns, Partnership Taxation, Estate Tax Planning, Tax Law
Education
University at Albany, SUNY 1998 — 1999
MS, Taxation
The College of Saint Rose 1994 — 1998
BS, Accounting
Dean Dorton Allen Ford, PLLC July 2013 - Present
Dean Dorton Allen Ford January 2012 - July 2013
Cherry, Bekaert & Holland August 2011 - December 2011
Cherry, Bekaert & Holland November 2008 - August 2011
H-Communication May 2001 - February 2005
Skills
Tax Preparation, Financial Reporting, ProSystem fx Tax, Tax Research, S Corporations, Tax, Corporate Tax, Financial Accounting, Accounting, Fixed Assets, Income Tax, Partnership Taxation, Tax Accounting, CPA, Tax Returns, Tax Advisory, International Tax
Education
University of Florida - Warrington College of Business Administration 2006 — 2008
Master, Accounting
Universiteti i Tiranës 1997 — 2001
Bachelor of Science, Finance / Accounting
Petro Nini Luarasi 1994 — 1997
High School Diploma
Carr, Riggs & Ingram, LLC September 2011 - Present
Cherry, Bekaert & Holland August 2011 - September 2011
Cherry, Bekaert & Holland August 2007 - July 2011
Skills
GAAP, Accounting, CPA, Auditing, Internal Controls, ProSystem fx Tax, Financial Reporting, Financial Accounting, Tax Preparation, Tax, Government Accounting, Corporate Tax, External Audit, General Ledger, Financial Statements, US GAAP
Education
University of Florida 1998 — 2003
Master's degree, Accounting
University of Florida 1998 — 2003
Bachelor's degree, Accounting
Carolina Bank May 2009 - Present
Hanesbrands Inc. October 2007 - May 2009
BDO Seidman, LLP / Smith Leonard PLLC June 2006 - October 2007
Cherry, Bekaert & Holland May 2003 - May 2006
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Accounting, SEC filings, Financial Analysis, US GAAP, General Ledger, Financial Reporting, Finance, Internal Audit, Cash Management, Sarbanes-Oxley, Financial Accounting, Consolidation
Education
University of North Carolina at Greensboro 2002 — 2003
Master of Science (M.S.), Accounting
University of North Carolina at Greensboro 1998 — 2002
Bachelor of Science (B.S.), Accounting
Garrard Group June 2015 - Present
Hillside, Inc February 2013 - Present
Warren Averett September 2013 - May 2015
Cherry Bekaert LLP August 2010 - August 2013
Cherry Bekaert & Holland July 2008 - July 2010
Windham Brannon March 2007 - July 2008
PricewaterhouseCoopers September 2005 - February 2007
Skills
CPA, Accounting, Auditing, Financial Audits, GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, External Audit, Financial Accounting, Financial Reporting, US GAAP, Revenue Recognition, Financial Statements, Corporate Tax, SEC Filings
Education
Florida State University 2004 — 2005
MAcc, Accounting
University of Florida - Warrington College of Business Administration 2002 — 2004
Bachelors, Business Administration
Florida College 2000 — 2002
AA, Liberal Arts
Moore Colson September 2014 - Present
Cherry Bekaert LLP August 2013 - August 2014
Cherry Bekaert LLP August 2011 - July 2013
Cherry, Bekaert & Holland August 2010 - July 2011
Braver, Schimler, Pierce, Jenkins LLP January 2010 - July 2010
Skills
CPA, Tax, Corporate Tax, Income Tax, Accounting, Tax Research, Pass-through Entities, Real Estate, State Tax, Partnership Taxation, Tax Preparation, GoSystems, Tax Accounting, GAAP, FIN 48
Education
University of Florida - Warrington College Of Business 2004 — 2009
Macc, Accounting
KPMG US October 2013 - Present
KPMG July 2011 - October 2013
KPMG Audit November 2007 - July 2011
Cherry, Bekaert & Holland January 2005 - October 2007
Skills
GAAP, Auditing, SEC filings, Internal Controls, US GAAP, Sarbanes-Oxley Act, Financial Reporting, External Audit
Education
University of Florida 1999 — 2004
BA and MACC, Accounting
Altitude Medical, Inc. 2014 - Present
Oxford nanoSystems LTD November 2011 - March 2014
The Great American Tee Company March 2003 - March 2013
KPMG September 2008 - August 2011
Supreme Court of the U.S. May 2007 - August 2007
Cherry, Bekaert & Holland May 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Entrepreneurship, Equities, Finance, Corporate Finance, Risk Management, Business Strategy, Due Diligence, Investment Banking, Private Equity, Venture Capital, Auditing, Mergers & Acquisitions
Education
University of Oxford - Said Business School 2011 — 2012
M.B.A., Finance
The College of William and Mary 2004 — 2008
B.B.A., Finance with Accounting; Minor: Kinesiology
University of Oxford
Universal Orlando Resort May 2015 - Present
Universal Orlando December 2013 - May 2015
Universal Orlando May 2013 - December 2013
Grant Thornton LLP August 2012 - June 2013
Grant Thornton LLP August 2010 - August 2012
Grant Thornton LLP January 2009 - August 2010
Cherry, Bekaert & Holland January 2008 - December 2008
Skills
Auditing, GAAP, CPA, Internal Controls, US GAAP, SEC filings, Accounting, Sarbanes-Oxley Act, Corporate Tax, Financial Reporting, Financial Accounting, Tax, Income Tax, Tax Preparation, Financial Statements, Internal Audit, External Audit, Tax Research, General Ledger, Financial Analysis, Account Reconciliation, Assurance, Cash Flow, Consolidation, Cost Accounting, Sarbanes-Oxley, Tax Accounting, SEC Filings
Education
University of Central Florida - College of Business Administration 2007 — 2008
M.S.T., Taxation
University of Central Florida - College of Business Administration 2003 — 2007
B.S.B.A., Accounting
Ruth's Hospitality Group Inc., April 2015 - Present
Ruth's Hospitality Group Inc., February 2012 - March 2015
Grant Thornton LLP August 2011 - February 2012
Grant Thornton LLP October 2009 - August 2011
Grant Thornton LLP June 2008 - July 2008
Cherry, Bekaert & Holland June 2007 - August 2007
Education
University of Florida 2006 — 2008
Masters of Accounting, Concentration: Audit
University of Florida 2003 — 2006
Bachelors of Science in Accounting
MasTec, Inc September 2012 - Present
Cherry, Bekaert & Holland August 2010 - August 2011
Builders Association of South Florida September 2009 - August 2011
Cherry, Bekaert & Holland February 2009 - August 2010
Rachlin Cohen & Holtz February 2008 - May 2008
Rachlin Cohen & Holtz September 2006 - January 2007
Education
University of Miami 2006 — 2008
Masters in Accounting, Accounting
University of Central Florida - College of Business Administration 2002 — 2006
Bachelors of Science in Business, Accounting
The NPD Group, Inc September 2007 - Present
HDR Engineering, Inc April 2007 - September 2007
HDR Engineering, Inc January 2005 - April 2007
Cherry Bekaert & Holland July 2004 - December 2004
The NPD Group, Inc December 2000 - June 2004
Atlantic Coast Airlines November 1999 - November 2000
Sterling Savings Bank March 1998 - September 1999
Skills
Email Marketing, Lead Generation, Marketing Strategy, Salesforce.com, Marketing Communications, Marketing Research, Social Media Marketing, Email Design, HTML, Market Research, B2B, Marketing Management, Digital Marketing, Litmus, ExactTarget, Landing Pages, Coordinating Events, Marketing Operations, Marketing Automation, Market Planning
Education
Eastern Washington University 1995 — 1999
Bachelor of Arts, Business Administration / Marketing
CFO Strategic Partners December 2014 - Present
McDirmit Davis October 2013 - December 2014
Melamed & Karp, P.A. October 2011 - October 2013
Cherry Bekaert & Holland December 2010 - October 2011
Berenfeld, Spritzer, Shechter & Sheer 2006 - 2010
Skills
Internal Controls, Auditing, GAAP, US GAAP, Accounting, External Audit, Financial Reporting, Revenue Recognition, Due Diligence, Budgets, Financial Statements, Tax Returns, Single Audit, QuickBooks, Consolidation, Financial Accounting, Assurance Engagements, Financial Audits, Financial Statement..., Analytical Review, General Ledger, Cash Flow, Assurance, Accounting Research, OMB Circular A-133, Consolidated Financial..., Audits of Employee..., Yellow Book, A-133, FASB, CPA, Forensic Accounting, SEC filings, Tax, SEC Filings, Financial Analysis, Internal Audit, Account Reconciliation
Education
Nova Southeastern University 2005 — 2006
MST, Taxation/Accounting
Florida Atlantic University
MST, Accounting, Tax
Mark Hoffman CPA, CPCM August 2014 - Present
NCMA 2000 - Present
CostTrend Consulting, Inc. January 2006 - July 2014
Cherry, Bekaert & Holland 2002 - 2004
Offutt Childers & Putman 1998 - 2002
AECOM (PADCO) 1994 - 1997
PricewaterhouseCoopers 1983 - 1993
Hadron 1981 - 1983
OAO corporation 1978 - 1981
Dun & Bradstreet Credibility Corp. 1977 - 1978
Skills
Government Contracting, Cost Accounting, Contract Management, Accounting, Contract Negotiation, Non-profits, DCAA, Proposal Writing, Government Contracts, Budgeting, Financial Management, Financial Analysis, Procurement, DFAR, Management Consulting, Pricing, Negotiation, Business Planning, Purchasing, Due Diligence, Managerial Finance, Management, Auditing, Government Procurement, Training, Budgets, Nonprofits, FAR, DoD, Process Improvement, Business Development, Cost Benefit, Project Planning, Strategy, Government, Analysis, Leadership, Defense
Education
University of Maryland University College 1980 — 1982
Undergraduate curriculum, Accounting
University of Maryland College Park 1973 — 1977
BS, Finance
Cherry Bekaert LLP July 2013 - Present
Cherry Bekaert LLP August 2011 - July 2013
Cherry, Bekaert & Holland January 2010 - August 2011
Cherry, Bekaert & Holland January 2009 - May 2009
Skills
SOX, SEC reporting, Auditing, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Accounting, GAAP, CPA, Internal Controls, External Audit, US GAAP, Financial Statements, Tax Accounting, SEC Filings, General Ledger
Education
University of South Florida 2004 — 2009
BAcc, Accounting/Management Info Sys
Cisco July 2014 - Present
Cisco May 2014 - July 2014
RFMD June 2012 - May 2014
VF Corporation June 2006 - June 2012
Cherry Bekaert & Holland January 2006 - June 2006
Skills
Tax, Tax Research, Financial Analysis, Corporate Tax, International Tax, Tax Accounting, Transfer Pricing, CPA, Cross-functional Team..., Income Tax, Tax Advisory, US GAAP
Education
Elon University - Martha and Spencer Love School of Business 2002 — 2005
BS, Accounting
Serotta, Maddocks, Evans & Co., CPA's August 2013 - Present
Cherry Bekaert LLP August 2012 - July 2013
Cherry, Bekaert & Holland November 2011 - July 2012
Premiere Global Services December 2010 - November 2011
Cherry, Bekaert & Holland December 2009 - December 2010
Porter Keadle Moore, LLP December 2008 - December 2009
Porter Keadle Moore, LLP January 2008 - December 2008
Deloitte June 2007 - August 2007
Porter Keadle Moore, LLP June 2006 - August 2006
Skills
Tax, Accounting, Tax Research, Tax Returns, Banking, Partnership Taxation, Corporate Tax, Consolidated Returns, State Tax, FIN 48, CPA, SEC filings, GAAP, Finance, OneSource, Tax Preparation, Tax Accounting
Education
University of Georgia - Terry College of Business 2006 — 2007
MAcc, Accounting with Emphasis in Taxation
University of Georgia - Terry College of Business 2003 — 2007
BBA, Accounting, Summa Cum Laude with Highest Honors
BDO USA, LLP April 2012 - Present
PricewaterhouseCoopers November 2008 - April 2012
Cherry, Bekaert & Holland May 2003 - November 2008
Little Diversified Architectural Consulting September 2001 - May 2003
Ketchum May 2000 - August 2001
Skills
Marketing Communications, Proposal Writing, Public Relations, Marketing Strategy, Event Management, Event Planning, Leadership, Marketing, Marketing Research, Media Relations, Online Marketing, Management, Program Management, Strategy, Trade Shows
Education
University of North Carolina at Chapel Hill 1995 — 2000
Bachelor of Arts (B.A.), Journalism and Mass Communication
Philly's Famous Water Ice, Inc. April 2009 - Present
Cherry, Bekaert & Holland September 2004 - April 2009
Education
University of Florida
BS, Accounting
University of South Florida
Master, Accounting
Virginia Tech January 2013 - Present
Virginia Tech July 2012 - December 2012
Cherry, Bekaert & Holland November 2010 - July 2011
McLeod & Company August 2010 - November 2010
HD Vest/Wells Fargo July 2007 - August 2009
AECOM/AGS 2005 - 2007
The Church of Jesus Christ of Latter-day Saints September 2002 - August 2004
Skills
Auditing, Accounting, CPA, Financial Reporting, Internal Controls
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2009 — 2010
Master of Accounting and Information Systems, Audit
Texas Christian University - M.J. Neeley School of Business 2004 — 2007
BBA, Finance/Accounting
Hooters Management Corporation April 2012 - Present
Cherry, Bekaert & Holland January 2008 - April 2012
Cherry, Bekart & Holland, LLP January 2005 - January 2008
Skills
Financial Analysis, Tax Research, External Audit, Tax Returns, Corporate Tax, Tax Preparation, Business Valuation, Cash Flow, US GAAP, Accounts Payable, Budgets, Financial Audits, General Ledger
Education
University of Florida - Warrington College Of Business
BS ACC, Accounting, Economics
Stanton Chase - Executive Search Consultants June 2015 - Present
SC&H Group September 2012 - April 2014
SC&H Group August 2011 - September 2012
New Enterprise Associates January 2011 - August 2011
Cherry, Bekaert & Holland October 2009 - November 2010
Deca Design, Inc. 2006 - 2009
Skills
Tax, Partnerships, Tax Preparation, Tax Returns, ProSystem fx Tax, Analysis, CPA, Tax Research, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, Accounting, State Tax
Education
University of Florida 2004 — 2009
Master of Accounting, Tax
University of Florida 2004 — 2009
Bachelor of Science, Accounting
CliftonLarsonAllen January 2012 - Present
Financial Management Standards Board, Association of Government Accountants July 2007 - Present
U.S. Small Business Administration August 2004 - Present
Clifton Gunderson LLP November 2010 - December 2011
Independent Boards September 1989 - March 2010
Cherry, Bekaert & Holland 2007 - 2010
Governmental Accounting Standards Board (GASB) July 1997 - June 2007
Federal and State Government, and Universities June 1977 - June 2004
Commonwealth of Virginia 1980 - 1991
Commonwealth of Virginia 1980 - 1991
Skills
Government, Policy Development, Auditing, Internal Controls, Financial Reporting, Accounting, GAAP, Internal Audit, Managerial Finance, Financial Accounting, Financial Analysis, CPA, Assurance, Financial Statements, US GAAP, Federal Government, Enterprise Risk..., Sarbanes-Oxley Act, Budgets, Risk Assessment, Management Consulting, Tax, Policy
Education
Wharton Graduate Division, University of Pennsylvania 1966 — 1968
MBA, Industrial Management
University of Connecticut 1960 — 1964
BS, Mechanical Engineering
Accountable Consulting LLC January 2013 - Present
TSG Financial Management LLC August 2009 - January 2013
V.A.A.S Professionals September 2008 - May 2009
Cherry Bekaert & Holland August 2007 - June 2008
Brighton Custom Homes May 2005 - July 2007
Skills
Accounting, Account Reconciliation, General Ledger, Auditing, Internal Controls, Cash Flow, Budgets, Finance, Financial Statements, Analysis, Tax, Management
Education
Georgia State University 2003 — 2008
BBA, Accounting/ Finance
Georgia State University, Robinson College of Business 2007 — 2007
Bachelor of Business Administration, Finance
CohnReznick LLP January 2011 - Present
Cherry, Bekaert & Holland December 2007 - October 2010
Dixon Hughes Goodman LLP June 2007 - November 2007
LaPorte January 2004 - May 2007
Skills
Partnership Taxation, Tax Advisory, Tax Accounting, Individual Taxation, Income Tax, Non-profits, Real Estate, Manufacturing, Construction, Private Foundations, Corporate Tax, Tax Credits, Tax Returns, Supervisory Skills, Management, Employee Training, Fixed Assets, Tax
Education
University of New Orleans 1998 — 2000
Masters, MBA
University of New Orleans 1995 — 1997
Bachelor, B.S. in Accounting
Quality Data Systems, Inc. April 2015 - Present
Quality Data Systems, Inc. June 2014 - March 2015
Northside Baptist Church September 2011 - May 2014
Novant Health March 2011 - September 2011
Charlotte Dentistry (Armstrong & Eshleman) April 2010 - November 2010
Wells Fargo August 2008 - March 2010
Acoustics Inc June 2005 - July 2008
PCA International February 2004 - June 2005
Pinkerton Consulting & Investigations November 2001 - February 2004
Cherry, Bekaert & Holland June 1999 - October 2001
Skills
Forecasting, Leadership Development, Accounts Payable, Leadership, Accounting, Auditing, Public Speaking, Payroll, Risk Management, Analysis, Team Building, Accounts Receivable, Budgets, Microsoft Office, Finance, Account Reconciliation, System Administration, Management, Customer Service, Teaching, Time Management, Nonprofits, Human Resources, Outlook, Microsoft Word, Microsoft Excel, Financial Analysis, Strategic Planning, Employee Benefits, Team Leadership, Recruiting, Policy, Access, Bookkeeping, Invoicing, Administration, Insurance, Training, PowerPoint, Internal Audit
Education
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
Bachelor's degree, Accounting
Schlumberger 2013 - 2015
PricewaterhouseCoopers 2011 - 2013
University of South Carolina 2010 - 2011
Cherry, Bekaert & Holland 2010 - 2010
Skills
Accounting, Auditing, Financial Statements, US GAAP, External Audit, Internal Controls, CPA, Account Reconciliation, Finance, GAAP, Variance Analysis, Assurance, Oracle Applications, Hyperion HFM, SAP BPC
Education
University of South Carolina - The Moore School of Business 2009 — 2011
Master, Accountancy
University of South Carolina-Columbia 2005 — 2009
Bachelor of Science, Finance & Chemistry
12Stone Church May 2015 - Present
The John Maxwell Company February 2011 - May 2015
Cherry, Bekaert & Holland July 2009 - February 2011
Skills
Accounting, Tax, Accounts Payable
Education
The University of Georgia 2008 — 2009
Master of Accountancy, Taxation
The University of Georgia 2004 — 2009
Bachelor of Arts, English
University of Georgia - Terry College of Business 2004 — 2009
Bachelor of Business Administration, Accounting
YPA - Young Professionals of Augusta 2015 - Present
Tucker Long, P.C. February 2012 - Present
Andersen, Tate & Carr August 2007 - January 2012
Supreme Court of Georgia June 2006 - August 2006
Hull Barrett, PC 2005 - 2005
Medical College of Georgia Health, Inc. 2003 - 2004
Cherry Bekaert & Holland 2001 - 2003
Skills
Commercial Litigation, Personal Injury, Litigation, Real Estate, Medical Malpractice, Employment Law, Business Litigation, Appellate Practice, Civil Litigation, Trials, Appeals, Dispute, Legal Writing, Courts, Product Liability, Lexis, Legal Research, Trial Practice, Hearings
Education
Mercer University - Walter F. George School of Law 2004 — 2007
J.D., Law
Augusta State University 1999 — 2001
BBA, Accounting
Augusta State University 1999 — 2001
Bachelor of Business Administration (BBA), Accounting
Maryville College 1997 — 1999
Atlantic Bay Mortgage Group May 2013 - Present
Atlantic Bay Mortgage Group September 2012 - April 2013
Cherry, Bekaert & Holland January 2002 - September 2012
Skills
Accounting, Auditing, Internal Controls, GAAP, CPA, Financial Reporting, SEC filings, Financial Accounting, Financial Analysis, US GAAP, Finance
Education
Old Dominion University - College of Business and Public Administration 1998 — 2002
Bachelor’s Degree, Accounting
JDS Professional Group April 2014 - Present
Carr, Riggs & Ingram, LLC November 2011 - April 2014
Hoyman Dobson October 2010 - November 2011
Cherry, Bekaert & Holland January 2009 - October 2010
Winn Dixie Stores May 2007 - August 2007
Skills
GAAP, Financial Reporting, Internal Controls, Auditing, Accounting, General Ledger, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Government Accounting, Audits of Employee..., US GAAP
Education
University of North Florida - College of Business Administration 2007 — 2008
Masters, Accounting
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelors, Accounting
Boca High 1999 — 2003
High School Diploma
COTY Inc. January 2015 - Present
Thomas & Gibbs CPAs, PLLC July 2014 - January 2015
Cherry, Bekaert & Holland August 2012 - April 2014
Fidelity Investments November 2006 - January 2012
Skills
Financial Analysis, Financial Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, GAAP, Accounting, Internal Controls, Microsoft Word, Auditing, US GAAP, SEC Filings, Budgets, PowerPoint, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
Master's degree, Accounting
Shaw University 2006 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
The Hobbs Group, PA August 2015 - Present
McGregor & Company, LLP July 2012 - May 2015
Western Carolina University August 2011 - March 2012
Scott and Company LLP August 2010 - May 2011
Cherry, Bekaert & Holland May 2010 - July 2010
Sellars, Cole, & Bachkosky, L.L.C. January 2010 - April 2010
Skills
Quickbooks, Excel, Engagement, Checkpoint PPC, ProSystem fx Tax, Prosystem fx Trial..., Fixed Assets CS, Microsoft Excel, Accounting, Auditing, Fast Tax, Financial Statements, Fixed Assets, Internal Controls, Tax, Tax Preparation
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor of Science, Accounting
Western Carolina University 2011 — 2012
MACC, Accounting
Serrano State Tax Consulting, LLC August 2010 - Present
Partnership in Houston, TX 2007 - August 2010
Cherry, Bekaert & Holland 2006 - October 2007
KPMG, LLP May 2003 - January 2006
Arthur Andersen 1998 - 2002
Texas Comptroller of Public January 1988 - October 1998
Skills
Sales Tax, Tax Audits, Tax, Use Tax, Tax Services, State Taxation, Small Business, Auditing, Tax Accounting, US Tax, Tax Advisory, State Tax, Internal Controls, Sales & Use Tax, CPA, Financial Analysis, Financial Accounting, GAAP, Management, Accounting, Tax Research, Financial Reporting
Education
University of Texas of the Permian Basin
BBA, Accounting and Information Systems
Sul Ross State University
Leith Management Company November 2005 - Present
McMillan, Pate & Company January 2002 - November 2005
Cherry, Bekaert & Holland June 2001 - December 2001
Cherry, Bekaert & Holland June 1999 - June 2001
Skills
GAAP, Corporate Tax, CPA, Auditing, Financial Reporting, QuickBooks, Fixed Assets, Financial Analysis, Non-profits, US GAAP, Forecasting, Cost Accounting, Tax Preparation, General Ledger, Financial Statements, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
Master, Accounting
University of North Carolina at Chapel Hill 1993 — 1997
BA, International Studies & French
G&G Outfitters August 2013 - July 2015
CliftonLarsonAllen January 2011 - August 2013
Cherry, Bekaert & Holland June 2010 - August 2010
US Department of Transportation (DOT) June 2009 - August 2009
US Department of Transportation (DOT) 2009 - 2009
US Department of Transportation (DOT) May 2008 - August 2008
Hutchinson International Corp June 2004 - July 2004
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
University of South Carolina-Columbia 2006 — 2010
MOORE SCHOOL OF BUSINESS, University of South Carolina
Bachelor of Science, Business Administration; Accounting and Finance
Cherry, Bekaert & Holland 2002 - 2006
Fraser & Company 1987 - 2002
KPMG 1985 - 1987
KMG Main Hurdman 1980 - 1985
Fraser, Hall & Miller, CPAs 1973 - 1980
Education
University of Florida
BSBA & BAA, Accounting
St. Petersburg College
Independent Restaurant Consultants September 2015 - Present
David's Real Pit BBQ March 2012 - Present
David's Real Pit BBQ May 2010 - March 2012
Cherry, Bekaert & Holland October 2009 - May 2010
Stormant & Chalmers CPA May 2008 - September 2009
David's Real Pit BBQ September 2000 - December 2007
Skills
QuickBooks, Bookkeeping, Accounts Payable, Accounting, Payroll, PowerPoint, Corporate Tax, Microsoft Word, Microsoft Excel, Tax Accounting, Tax, Tax Preparation, Microsoft Office, Customer Service, Budgets, Outlook, CPA, Financial Reporting, Financial Accounting, Management
Education
University of Florida 2005 — 2009
M.Acc, Accounting
University of Florida 2005 — 2009
B.S., Accounting
Burlan Corporation October 2002 - Present
Carolina Strapping and Buckles Company October 2002 - Present
Burke Narrow Fabric Corp December 1996 - February 2002
Cherry, Bekaert & Holland January 1992 - December 1996
BDO September 1989 - January 1992
US Army April 1981 - March 1985
Skills
GAAP, Sarbanes-Oxley Act, Financial Analysis, Leadership, Cost Accounting, Project Management, Forecasting, Strategic Planning, Great Plains Software, Accounting, Internal Controls, Financial Reporting, Inventory Management, Manufacturing, General Ledger, Managerial Finance, Financial Audits, SEC filings, Cash Management, Revenue Recognition, Financial Accounting, Sarbanes-Oxley, Variance Analysis, Budgets, Entrepreneurship, Cash Flow, Fixed Assets, Mergers & Acquisitions, Consolidation, ERP, Finance, CPA, Process Improvement, Auditing, Strategic Financial..., Project Accounting, Year-end Close, Treasury Management, Treasury
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1989
Bachelor of Science, Accounting
Williams Company June 2013 - Present
Latt Maxcy Corporation July 2012 - May 2013
Latt Maxcy Corporation September 2006 - July 2012
The Nassal Company 2003 - 2006
Wiginton Fire Sprinklers 1996 - 2003
Cherry, Bekaert & Holland 1992 - 1996
Skills
Accounting, Financial Reporting, GAAP, CPA, Internal Controls, Auditing, Budgets, Financial Accounting, Cost Accounting, Cash Flow, Financial Analysis, Cash Management
Education
University of Florida 1990 — 1992
Masters, Accounting
University of Florida 1986 — 1990
Bachelor, Accounting
Dixon Hughes Goodman LLP August 2015 - Present
Liz Moore & Associates July 2012 - August 2015
Cherry, Bekaert & Holland May 2011 - July 2012
KPMG July 2006 - April 2011
Education
University of Notre Dame 2005 — 2006
Masters in Tax, Accounting
The College of William and Mary - The Mason School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Sears Holdings Corporation July 2011 - Present
Cherry, Bekaert & Holland August 2008 - July 2011
Scott McElveen September 2005 - August 2008
Deloitte & Touche June 2007 - July 2007
Skills
Accounting, Financial Reporting, Auditing, GAAP, Internal Controls, General Ledger, Financial Accounting, US GAAP, Microsoft Word, Assurance, Sarbanes-Oxley Act, Process Improvement, Internal Audit, Financial Audits, QuickBooks
Education
University of South Carolina - Darla Moore School of Business 2003 — 2007
Bachelor of Science, Accounting
University of South Carolina - Darla Moore School of Business
PwC October 2012 - Present
USAC June 2011 - September 2012
Cherry, Bekaert & Holland October 2009 - May 2011
Skills
Russian, Turkish, Internal Controls, Auditing, IFRS, US GAAP, Internal Audit, Financial Analysis, Telecommunications, CPA, GAAP, External Audit, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, Assurance, Financial Statements, SEC Filings, Finance
Education
Shenandoah University 2007 — 2009
MBA, MBA with emphasis in Accounting – Degree Awarded With Highest Honors, GPA 4.0
Shenandoah University 2004 — 2007
Undergraduate Degree in Business Administration, Management/Finance, GPA 4.0
Brightworth April 2015 - Present
Brightworth August 2014 - March 2015
Brightworth August 2011 - July 2014
Cherry, Bekaert & Holland October 2009 - July 2011
Cherry, Bekaert & Holland May 2008 - July 2008
Cherry, Bekaert & Holland May 2007 - July 2007
Education
University of Georgia - Terry College of Business 2004 — 2009
MAcc, BBA, Accounting, Finance
Zynga January 2010 - Present
Cherry, Bekaert & Holland January 2006 - July 2009
Education
University of Florida 2002 — 2005
Bachelors, Accounting
Make-A-Wish Foundation of Eastern North Carolina April 2015 - Present
DHIC March 2014 - April 2015
TrialCard June 2009 - March 2014
Hughes Pittman & Gupton LLP January 2004 - May 2009
Cherry Bekaert & Holland January 1999 - December 2003
IBM 1997 - 1998
Skills
Accounting, Financial Reporting, Auditing, Audit, Accounts Receivable, General Ledger, Analysis, Expenses, Reconciliation, Invoicing, Accounts Payable, Budgeting, Journal Entries, Preparation, Balance, Billing, Forecasting, Excel, Fixed Assets, Accruals, Annual Reports, P&L, Statements, Cash, Microsoft Office, Financial Analysis, Reconciliations, Cash Flow, Account Reconciliation, Internal Controls, Financials, Quickbooks, GAAP, Revenue Recognition, Financial Accounting, QuickBooks, Budgets, Financial Statements
Education
North Carolina State University 1993 — 1998
Master's degree, Accounting
EY July 2013 - Present
Ernst & Young June 2012 - August 2012
Cherry, Bekaert & Holland June 2011 - August 2011
Alpha Chi Omega Sorority December 2009 - December 2010
Invesco Ltd. June 2010 - August 2010
Education
University of Georgia - Terry College of Business 2012 — 2012
Master of Accountancy (MAcc), Audit
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Holloway Sportswear, Inc. July 2015 - Present
Verizon Wireless June 2012 - July 2015
Aflac August 2010 - June 2012
Aldersgate December 2009 - August 2010
Morris Communications October 2007 - January 2009
Cherry, Bekaert & Holland June 2005 - October 2007
Skills
Sales, Management, Budgets, Accounting, Finance, Human Resources, Analysis, Project Planning, Banking, Event Planning, Auditing, Payroll, Advertising, Internal Controls, Small Business
Education
The Citadel 2001 — 2006
Bachelor of Science, Business (Accounting)
Richmond Academy
Sentara Healthcare June 2012 - Present
Cherry, Bekaert & Holland February 2011 - April 2012
Burrus, Paul & Turnbull, PLC December 1999 - January 2011
Skills
Tax Preparation, Quickbooks, Partnership Taxation, Tax Returns, Corporate Tax, Income Tax, Federal Tax, Individual Taxation, Accounting, Tax Accounting, Tax Research, S Corporations, Tax, Bookkeeping, Preparation, Tax Services, Tax Compliance, Tax Return Preparation, Small Business..., Business Tax, Fixed Assets, QuickBooks, Financial Statements, Payroll, GAAP, Peachtree, CPA, General Ledger, Accountants, Account Reconciliation, Finance, Sales Tax
Education
Tidewater Community College 2003 — 2004
Career Studies Certificate, Accounting
Virginia Commonwealth University 1987 — 1991
Bacholor of Science, Economics
Carr Riggs & Ingram 1996 - Present
Cherry, Bekaert & Holland August 1986 - December 1996
St. Leo University January 1975 - May 1976
Skills
Business Valuation, Financial Planning, Succession Planning, Management Consulting, Retirement Planning, Tax Return Preparation, Expert Witness Services, Oil Spill Claim..., Strategic Financial..., Tax Preparation, Strategic Planning, Income Tax, CPA, Tax, Finance, Small Business, Forensic Accounting, Mergers & Acquisitions, Financial Planners, Accounting, GAAP, Tax Accounting, Partnership Taxation, S Corporations
Education
University of South Florida 1973 — 1974
Masters of Accountancy, Accountancy
University of Central Florida - College of Business Administration 1971 — 1973
BSBA, Accounting
Kellen February 2015 - Present
Smith & Howard November 2006 - December 2014
Cherry, Bekaert & Holland November 2004 - October 2006
Meyners + Company June 1999 - October 2004
Skills
Accounting, Assurance, Auditing, Budgets, Corporate Tax, Finance, Financial Analysis, Financial Reporting, General Ledger, Income Tax, Management Consulting, Non-profits, Nonprofits, Partnership Taxation, Small Business, Tax, Tax Preparation, GAAP, CPA, Internal Controls, US GAAP, Financial Accounting, Financial Statements, Due Diligence, S Corporations, Cash Flow, Microsoft Excel, Consolidation, Cash Management, Revenue Recognition, Financial Modeling, Forensic Accounting, Risk Management, Financial Advisory
Education
University of Phoenix 1994 — 1997
BS, Business Administration
Sandia High 1984 — 1987
Discovery Communications December 2011 - Present
Cherry, Bekaert & Holland August 2009 - December 2011
Georgetown University Medical Center June 2009 - September 2009
Tween Brands February 2004 - April 2009
University of Richmond 2008 - 2009
Skills
GAAP, Strategic Planning, Accounting, Auditing, Financial Analysis, Financial Reporting, CPA, US GAAP, Financial Accounting
Education
University of Richmond - Robins School of Business
MS, Accounting
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS, Accounting
Cherry, Bekaert & Holland September 2011 - Present
Skills
GAAP, Accounting, Tax, CPA, Tax Preparation, Income Tax, Corporate Tax, QuickBooks, Tax Research, Partnership Taxation, Tax Accounting, US GAAP, Trusts, SEC filings, Tax Returns, FIN 48, External Audit, Tax Advisory, Revenue Recognition, Assurance, International Tax, Financial Statements, Financial Accounting, Auditing, Internal Controls
Education
University of South Carolina-Columbia 1975 — 1979
Bachelor of Science, Business Administration, concentrated in Accounting
Gaffney Senior High School
Cherry Bekaert LLP August 2014 - Present
Cherry Bekaert LLP January 2013 - July 2014
Gnat's Landing Bar & Grill July 2009 - April 2012
Cherry, Bekaert & Holland June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Word, PowerPoint, Microsoft Office, Forecasting, CCH ProSystem fx, ProSystem fx Tax, US GAAP, Budgets, Access, General Ledger, Tax Accounting, Outlook
Education
The University of Georgia 2011 — 2012
MAcc, Accounting
University of Georgia - Terry College of Business 2007 — 2011
B.B.A, Accounting
Crescent Heights July 2014 - Present
LNR Property Corporation October 2006 - July 2014
CCS Medical 2004 - 2006
Syniverse Technologies 2002 - 2004
Rex Meighen & Company 2000 - 2002
Republic Bank 1997 - 2000
Hurd, Hawkins, Meyers and Radosevich, P.A. 1997 - 1998
Gregory, Sharer & Stuart 1996 - 1997
Roberts Hanna & Arndt CPAs 1995 - 1996
Cherry, Bekaert & Holland 1989 - 1994
Skills
Financial Reporting, Accounting, Finance, Corporate Tax, Internal Audit, Mergers & Acquisitions, Team Building, Tax, Financial Analysis, Variance Analysis, Real Estate, Portfolio Management, Due Diligence, Investments, Consolidation
Education
University of South Florida 1990 — 1995
BA, Accounting
The Brink's Company February 2002 - Present
Cherry, Bekaert & Holland December 1999 - February 2002
Pennsylvania Liquor Control Board September 1993 - December 1999
Skills
Tax, Bookkeeping, Reconciliation, PeopleSoft, Sales Tax, Use Tax, Property Tax, Tax Returns, Account Reconciliation
Education
J Sarg Reynolds 2004 — 2011
Associates Degree - Business Administration, Accounting, 4.0
Gettysburg High School 1989 — 1992
Strayer University (VA)
Accounting
Sage Automotive Interiors December 2013 - Present
ScanSource April 2011 - December 2013
Island Global Yachting November 2009 - April 2011
Cherry, Bekaert & Holland 2006 - 2009
Skills
Financial Reporting, Accounting, Internal Controls, Financial Accounting, Audit, SEC reporting, Financial Analysis, Consolidation, Stock Comp, US GAAP, FACTS, Oracle Enterprise..., FRx Report Writer, SEC filings, CPA, GAAP, Financial Statements, General Ledger, Account Reconciliation, Journal Entries, Forecasting, Finance, External Audit
Education
University of South Carolina - Darla Moore School of Business 2001 — 2006
Bachelor, Accounting
JLL April 2015 - Present
Genworth August 2014 - April 2015
Genworth August 2010 - August 2014
Cherry, Bekaert & Holland December 2008 - August 2010
Cherry Bekaert & Holland July 2007 - December 2008
James Madison University September 2006 - May 2007
Skills
Internal Controls, Financial Accounting, SEC filings, Financial Statements, Government Accounting, GAAP, Financial Reporting, Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Reinsurance, Divestitures
Education
James Madison University 2006 — 2007
Masters, Accounting
James Madison University 2002 — 2006
Bachelors, Accounting
PKF California June 2015 - Present
PKF California December 2012 - June 2015
Hein & Associates LLP July 2011 - October 2012
Cherry, Bekaert & Holland January 2010 - June 2011
Surface Optics Corporation October 2003 - October 2006
Anderson & Kreiger LLP January 2002 - December 2002
Skills
Auditing, GAAP, US GAAP, SEC filings, CPA, Financial Reporting, Accounting, General Ledger, Internal Controls, Financial Accounting, Financial Statements, Financial Analysis, External Audit, Account Reconciliation, Journal Entries, Accruals, Variance Analysis, Consolidation, Cash Flow, Accounts Payable, Financial Audits, Accounts Receivable, Revenue Recognition, Internal Audit, Finance, Microsoft Excel
Education
University of North Carolina at Charlotte 2008 — 2009
Masters, Accounting
University of North Carolina at Charlotte 2007 — 2008
BS, Accounting
Virginia Tech August 2014 - Present
Pinellas County Schools July 2011 - August 2014
Various 2010 - 2013
University of Tampa September 2008 - July 2011
University of Tampa January 2009 - December 2010
Cherry, Bekaert & Holland 2007 - 2008
Cherry, Bekaert & Holland 2005 - 2008
Admiral Farragut Academy 1997 - 1999
Skills
Tutoring, Teaching, Statistics, Algebra, Higher Education, Community Outreach, Curriculum Design, Teacher Training, Data Analysis, Curriculum Development, Student Development, Classroom, Educational Technology, Instructional Design, Microsoft Excel, Access, Public Speaking, Calculus, Geometry, Test Preparation, Research, Analysis, Event Planning, Financial Accounting, Management Accounting, Pre-Calculus, Social Networking, Event Management, Marketing Communications, Action Research
Education
Virginia Polytechnic Institute and State University 2014 — 2019
Doctor of Philosophy (Ph.D.), Mathematics Education
Dunedin High School
University of Florida
Master's, Accounting
University of Florida
BS, Accounting
University of Florida
BS, Math
University of Florida
Ed.S., Education - Curriculum & Instruction
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
Mizuno USA July 2012 - Present
WTAS June 2013 - September 2013
University of Michigan August 2010 - June 2012
Cherry, Bekaert & Holland May 2007 - July 2007
Education
The College of William and Mary - The Mason School of Business 2009 — 2010
MAcc, Accounting
The College of William and Mary 2004 — 2008
BBA, Finance and Economics
BDO USA, LLP June 2012 - Present
Cherry, Bekaert & Holland December 2010 - June 2012
Berenfeld, Spritzer, Shechter & Sheer October 2006 - January 2011
KPMG LLP January 1997 - September 2006
Skills
Tax Returns, FIN 48, Tax Accounting, Tax Advisory, CPA, US Tax, S Corporations
Education
University of Miami 1995 — 1996
Master of Business Administration (MBA), Taxation
University of Miami - School of Business 1991 — 1995
Bachelor of Science (B.S.), Accounting
Freed Maxick CPAs, P.C. July 2011 - Present
EFP Rotenberg, LLP October 1999 - July 2011
Cherry, Bekaert & Holland 2002 - 2003
Skills
GAAP
Education
State University of New York College at Geneseo 1995 — 1999
Spencerport High School
Advantage Sales & Marketing August 2010 - Present
Cherry, Bekaert & Holland August 2006 - April 2009
Skills
Financial Audits, Finance, Auditing, Financial Analysis, Financial Accounting, Accounting, Financial Reporting, Equity Research, Portfolio Management, Stock Market, Economics, CPA, Chartered Financial..., Equity Valuation, Business Valuation, Internal Controls, Strategic Planning, Business Strategy
Education
University of South Florida 2008 — 2010
MBA, Finance and Accounting
University of Florida 2002 — 2006
Bachelor of Science in Accounting
Cott Beverages April 2014 - Present
Cott Beverages July 2012 - March 2014
CBIZ Kirkland, Russ, Murphy & Tapp 2005 - July 2012
Cherry, Bekaert & Holland 2003 - 2005
Skills
Auditing, Due Diligence, Forensic Accounting, Audit, Certified Fraud Examiner, Accounting, SEC reporting, GAAP, External Audit, SOX, Financial Reporting, Internal Controls, Fraud Investigations, Financial Accounting, Process Improvement, Risk Management, Manufacturing, Mergers, US GAAP, Assurance, Microsoft Office, Risk Assessment, Consolidation, Management Consulting, SEC filings
Education
University of Florida 1998 — 2003
Masters, Accounting
Grant Thornton December 2006 - Present
Cherry, Bekaert & Holland December 2003 - December 2006
Education
University of Florida
FHI 360 August 2013 - Present
Acuity Consulting Inc. May 2009 - August 2013
Argy, Wiltse & Robinson, P.C. May 2008 - April 2009
Cherry Bekaert & Holland July 2007 - May 2008
Skills
Auditing, Internal Controls, CPA, Accounting, GAAP, Federal Government, General Ledger, Financial Analysis, Financial Reporting, Government Accounting, Accounts Payable, Risk Assessment, External Audit, Financial Statements, Financial Audits, Accounts Receivable, Analysis, Budgets, Internal Audit, Financial Accounting
Education
Ohio University 2003 — 2007
Bachelor's degree, Accounting
Ohio University 2003 — 2007
Accounting
Mission Health June 2014 - Present
Mission Health June 2013 - June 2014
Mission Health May 2013 - June 2013
Mission Health Systems, Inc April 2013 - June 2013
Children's Hospital of The King's Daughters November 2009 - March 2013
Cherry, Bekaert & Holland June 2002 - November 2009
Education
University of Arkansas at Monticello 1997 — 2000
Medtronic February 2015 - Present
Covidien July 2012 - February 2015
Covidien November 2010 - July 2012
Covidien July 2008 - November 2010
First Quality April 2008 - July 2008
Covidien April 2006 - April 2008
Tyco Healthcare July 2001 - January 2003
Tyco Healthcare November 1999 - July 2001
Bridgestone/Firestone South Carolina (BFSC) December 1997 - November 1999
Cherry, Bekaert & Holland January 1995 - December 1997
Skills
Forecasting, Cross-functional Team..., Department Budgeting, Project Management, Staff Development, Leadership, Continuous Improvement, Supply Chain, Six Sigma, Process Improvement, Sarbanes-Oxley Act, Cost Accounting, Manufacturing, Lean Manufacturing, Medical Devices, Finance, Budgets, Management, Mergers & Acquisitions, Pricing, Financial Analysis, Financial Reporting, Accounting, Strategy, Strategic Planning
Education
The University of Georgia 1990 — 1994
BBA, Accounting
Pugh CPAs May 2006 - Present
Cherry Bekaert & Holland December 1997 - May 2006
Foust & Kelch, PLLC August 1996 - December 1997
Coopers & Lybrand (now Price Waterhouse Coopers) December 1984 - August 1996
Interstate Contracting Company June 1974 - December 1984
Skills
Tax Preparation, Tax, Income Tax, Accounting for Small..., Business Tax Planning, Estate Tax Planning, Strategic Consulting, Business Consulting, Emerging Businesses, Startup Development, Financial Analysis, Accounting
Education
University of Tennessee-Knoxville - College of Business Administration 1979 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
University of Tennessee-Knoxville
Masters of Accountancy, Taxation
Ingram Barge Company July 1991 - Present
Cherry, Bekaert & Holland 1988 - July 1991
Allen, Davis, Martin & Vaughn September 1985 - 1988
Skills
Accounting, Financial Reporting, Financial Analysis, Process Improvement, Analysis, Management, Microsoft Excel, Customer Service, Business Analysis, Budgets
Education
Trevecca Nazarene University 1981 — 1985
Highwoods Properties August 2000 - Present
Cherry Bekaert & Holland 1999 - 2000
Skills
SEC filings, Financial Reporting, Accounting, Financial Statements, Account Reconciliation, JD Edwards, Webfilings SEC..., Software Documentation, MS Office Suite (Excel,..., Budgets, Analysis, Journal Entries, Internal Audit, Microsoft Office, Microsoft Excel, Sarbanes-Oxley Act, Outlook, Finance, Auditing, US GAAP, Variance Analysis, Edgarfilings Suite...
Education
North Carolina Central University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
INTO University of South Florida May 2012 - Present
FIS May 2007 - November 2011
Bayfront Medical Center June 2006 - May 2007
FIS April 2005 - June 2006
Cherry, Bekaert & Holland July 1999 - April 2005
Skills
CPA, CGMA, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., Auditing, Risk Assessment, Financial Analysis, Financial Statements, Risk Management, IFRS, Accounting System, Hyperion Enterprise, US GAAP, Sarbanes-Oxley, GAAP
Education
University of South Florida - College of Business Administration 1996 — 1999
Bachelor of Science (B.S.), Accounting
Miami Children's Hospital October 2011 - Present
Cherry Bekaert & Holland December 2010 - September 2011
Berenfeld, Spritzer, Shechter, Sheer October 2004 - January 2011
UM Bookstore December 2002 - October 2004
Esther Z Bejar, CPA, PA May 2004 - September 2004
Skills
Fluent English and..., Proficient in French, Auditing, Accounting, Financial Statements, Internal Controls, Financial Reporting, CPA, US GAAP, Financial Analysis, Financial Accounting, General Ledger, Cost Accounting, External Audit, Consolidation, Nonprofits, QuickBooks, Variance Analysis, Cash Flow, GAAP, Finance, Internal Audit
Education
Florida International University 2005 — 2006
MAcc, Accounting
University of Miami 2002 — 2005
BBA, Accounting
University of Pennsylvania 2000 — 2002
BS, Health and Society
Time Warner Cable May 2012 - Present
Time Warner Cable May 2010 - May 2012
Scottish Re October 2009 - April 2010
Cherry, Bekaert & Holland July 2007 - March 2009
Ernst & Young January 2005 - July 2007
Skills
Hyperion HFM, Essbase, Smartview, Hyperion Financial..., EAS, CPA, Internal Controls, Sarbanes-Oxley Act, Auditing, Accounting, Financial Audits, Financial Statements, External Audit, Microsoft Excel, US GAAP, Finance, Accounts Receivable, Adobe Acrobat
Education
State University of New York College at Oswego 2004 — 2005
BS, Accounting
State University of New York College at Brockport 1998 — 2001
Rose Financial Services December 2007 - Present
Cherry, Bekaert & Holland August 2006 - November 2007
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS, Acounting
Orr and Company November 2007 - Present
Tschopp, Whitcomb & Orr January 1998 - October 2007
Orr & Associates January 1994 - December 1997
Orr, LeMastus & Company July 1990 - December 1993
KPMG Peat Marwick January 1985 - June 1990
Cherry, Bekaert & Holland July 1981 - December 1984
Skills
Tax, Accounting, Tax Preparation, S Corporations, Partnership Taxation, Corporate Tax, Business Performance..., Business Valuation, Tax Research, Tax Accounting, QuickBooks, Auditing, Financial Accounting, Estate Tax Planning, GAAP, Financial Reporting, Strategic Consulting, Tax Returns, Income Tax, CPA, Strategic Planning, Tax Advisory, Budgets, Internal Controls
Education
University of Central Florida - College of Business Administration 1979 — 1981
BSBA, Accounting
Wheeler Real Estate Investment Trust June 2013 - Present
Amerigroup Corporation April 2012 - April 2013
Liberty Tax Service April 2011 - April 2012
Cherry, Bekaert & Holland September 2008 - April 2011
Motorsports Authentics December 2007 - August 2008
Witt Mares January 2003 - December 2007
Skills
Due Diligence, Sarbanes-Oxley Act, Auditing, Finance, Financial Accounting, Revenue Recognition, SEC filings, IPO, Systems Improvement, Enterprise Systems..., US GAAP, Accounting, Financial Audits, GAAP, Tax Returns, Financial Reporting, SEC Filings
Education
Strome College of Business 2000 — 2002
MS, Accountancy
Strome College of Business 1995 — 1999
BSBA, International Business
CBIZ October 2006 - Present
Mayer Hoffman McCann P.C. 2006 - Present
H&A Consulting 2006 - Present
Cherry, Bekaert & Holland 2003 - 2006
Ernst & Young 1986 - 2003
Education
The University of Georgia 1974 — 1978
BBA, MAcc, Accounting, Tax
Synovis Micro Companies Alliance, Inc. February 2013 - Present
Cork, Hill & Company, LLC March 1998 - February 2013
Claude H. Estes + Company, LLC 1993 - 1998
Morrison Restaurants, Inc. 1991 - 1993
University of South Alabama 1990 - 1991
BellSouth Advanced Systems, Inc. 1988 - 1990
EY 1985 - 1988
Cherry, Bekaert & Holland 1984 - 1985
Skills
Financial Analysis, Process Improvement, Customer Service, Business Planning, Microsoft Office, Accounting, Internal Controls, Sales, Strategic Planning, Forecasting, Financial Accounting, Strategic Financial..., Financial Reporting, Payroll, Financial Planning, Finance, CPA, Management, Auditing, Budgets, Tax
Education
Samford University 1980 — 1984
BS in BA, Accounting
Mountain Brook 1968 — 1980
Ajilon Finance Solutions November 2008 - Present
J. Berry & Company, Inc. March 2006 - June 2008
GMAC Commercial Mortgage January 2002 - January 2006
Julian LeCraw & Company September 2000 - December 2001
Provident Capital Funding June 1995 - August 2000
Raymond James July 1987 - June 1995
Spence Marston & Bunch, CPAs May 1986 - July 1987
Cherry, Bekaert & Holland September 1982 - April 1986
Education
University of Florida 1980 — 1982
B.S., Accounting
St. Petersburg Junior College 1978 — 1980
A.A., Accounting
Martex Fiber January 2014 - Present
Martex Fiber July 2013 - December 2013
CoaLogix Inc. June 2010 - April 2013
CoaLogix Inc. March 2010 - June 2010
Industrial Piping, Inc. (IPI) May 2009 - March 2010
Cherry, Bekaert & Holland September 2002 - April 2009
Porter Keadle Moore, LLP June 1999 - September 2002
Skills
Financial Reporting, Accounting, GAAP, CPA, Financial Statements, Budgets, Leadership, Finance, Internal Audit, Operations Management, Management Accounting, Financial Accounting, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Due Diligence, Forecasting, Mergers, Revenue Recognition, Financial Modeling, Corporate Finance, Cash Flow Forecasting, Analysis
Education
University of Georgia - Terry College of Business 1998 — 1999
MAcc, Accounting
University of Georgia - Terry College of Business 1994 — 1998
BBA, Accounting
Upper St. Clair 1990 — 1994
Vermont Tax Practioners Association 2011 - Present
Kelly R. Donley EA January 2010 - Present
Cherry, Bekaert & Holland January 2005 - April 2009
Skills
Tax, Income Tax, Accounting
Education
St. Michaels College - Winooski, VT 1991 — 1996
MSA, Business Administration
University of Massachusetts, Amherst 1972 — 1977
BS, Environmental Design
Burdette Smith & Bish LLC September 2005 - Present
Cherry, Bekaert & Holland January 2001 - August 2005
Association of Universities for Research in Astronomy 1998 - 2001
DRCS July 1996 - June 1998
National Confectioners Association July 1994 - July 1996
Dole Food Company May 1991 - April 1994
KPMG Peat Marwick September 1988 - May 1991
Skills
Auditing, Consolidation, Forensic Accounting, Accounting, DCAA, SEC filings, Tax, GAAP, CPA, External Audit, Cost Accounting, US GAAP, Financial Reporting, Revenue Recognition, Certified Fraud Examiner, Big 4, Assurance, Internal Controls, General Ledger, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, Tax Preparation, Payroll, Tax Returns, Finance, Income Tax, Financial Analysis, Financial Accounting, Business Valuation
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1986
BS, Accounting
Stella & Dot January 2012 - Present
Cherry, Bekaert & Holland September 2007 - October 2011
Ernst & Young 2005 - 2007
Skills
Auditing, Human Resources, Internal Controls, Leadership, Time Management, Internal Audit, Accounting, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
Masters, Accounting
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts, English / History
Visionary Finanical Services, Inc January 2006 - Present
Cherry, Bekaert & Holland September 2002 - January 2006
Education
Walden University 2008 — 2011
DBA, Leadership
University of Phoenix 2002 — 2004
MBA-ACC, Accounting
KPMG May 2008 - Present
Interface October 2005 - March 2007
Cherry, Bekaert & Holland July 2001 - October 2005
Skills
Accounting, Accounts Receivable, Investment Management, Collections, Risk Management, Financial Accounting, Revenue Cycle Management, Revenue Recognition, Financial Analysis, Analysis
Education
Shorter University 2000 — 2001
DTECH LABS March 2011 - Present
Cubic Cyber Solutions March 2011 - September 2015
The Saint Consulting Group December 2008 - January 2011
Cherry, Bekaert & Holland 2006 - 2008
Skills
Employee Relations, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Training, Leadership, Administrative..., Human Resources, Customer Service, Government, Tax Returns, Data Entry, Software Documentation, System Administration, Public Relations, Administration, Process Scheduler, Office Management, Office Administration, Time Management, Team Building, Event Planning
Education
Strayer University (VA) 2012 — 2014
BA, Human Resource Management
Strayer 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Virginia Commonwealth University 1996 — 1998
Associate of Arts (A.A.), Human Resources Management and Services
Dalia Accounting Service, Inc. July 2008 - Present
Florida Crystals October 2003 - July 2008
Cherry, Bekaert & Holland June 1999 - September 2003
Skills
Corporate Tax, Tax, Tax Research, Tax Preparation, Accounting, CPA, Tax Returns, Fixed Assets, Financial Statements, Financial Accounting, Tax Law, Preparation, Tax Compliance, Depreciation
Education
University of Florida - Warrington College of Business Administration 1994 — 1999
Masters, Accounting - Taxation
HG & A Associates, P.C. September 2005 - Present
Cherry, Bekaert & Holland September 2002 - June 2005
Education
University of South Carolina - Darla Moore School of Business 2000 — 2001
Accounting
University of Mississippi - School of Business Administration 1991 — 1993
MBA, Business
University of South Carolina - Darla Moore School of Business 1982 — 1984
B.S., Finance and Management
McKinzie, Thompson & Van Dyne PLLC March 2014 - Present
Cannon Accounting February 2010 - January 2014
Assure Professional, LLC August 2012 - August 2013
Forensic CPA Society, USA July 2009 - May 2013
Cherry, Bekaert & Holland January 2007 - July 2008
Deloitte January 2006 - April 2006
Education
The University of North Dakota 2002 — 2006
Bachelor of Accountancy, Accountancy
Staples July 2013 - Present
McGladrey February 2008 - June 2013
Grant Thornton January 2007 - January 2008
Grant Thornton May 2006 - September 2006
Cherry, Bekaert & Holland May 2005 - August 2005
Leslie Shaw Card, CPA P.C. May 2004 - March 2005
Skills
ProSystem fx Tax, ePace, Corporate Tax, Tax, FIN 48, FAS109, Tax Research, CPA, Income Tax, Tax Preparation, Tax Accounting, Strategic Financial..., Financial Accounting, GAAP, Enterprise Risk..., Sarbanes-Oxley Act, International Tax, Tax Returns, Management, Financial Analysis
Education
University of Georgia - Terry College of Business 2005 — 2006
MAcc, Accounting (Specialized in Tax)
University of Georgia - Terry College of Business 2002 — 2006
BBA, Accounting
Gordon, Gelley & Co., PLLC October 2012 - Present
Cherry, Bekaert & Holland January 2011 - October 2012
Berenfeld, Spritzer, Shechter & Sheer January 1998 - April 2011
Melody R. Lavrich Accounting & Tax January 1995 - December 1997
Ralston & Associates January 1992 - December 1994
Skills
Tax Research, Tax Preparation, Corporate Tax, Partnership Taxation, Tax, Accounting, Internal Controls, Income Tax, Tax Returns, Financial Statements, QuickBooks
Education
Inter American University 1990 — 1991
B.A., Accounting
Seton Hill University 1986 — 1990
B.A., ACCOUNTING
Cherry Bekaert LLP January 2011 - Present
Cherry, Bekaert & Holland June 2008 - December 2010
Cherry, Bekaert & Holland June 1997 - May 2008
Walt Disney World December 1987 - February 1997
Skills
QuickBooks, Financial Accounting, Auditing, Accounting, Financial Reporting, Tax Preparation, Financial Statements, Financial Analysis, External Audit, Forensic Accounting, Internal Controls, Account Reconciliation, Internal Audit, Accounts Payable, General Ledger, Revenue Recognition, Payroll, Corporate Tax, Tax, New Hire Orientations, Team Building, Employee Relations, Employee Training, Recruiting, Leadership, Management, Operations Management, Interviews, Time Management, Office Administration, ProSystem fx Tax, ProSystem fx Engagement, Microsoft Office, Planning & Scheduling
Education
University of Florida 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Florida 1987 — 1993
Engineering
TIAA-CREF August 2015 - Present
Bank of America November 2013 - July 2015
Bank of America August 2010 - November 2013
Alliance Bank & Trust September 2009 - August 2010
Elliott Davis September 2008 - August 2009
Cherry Bekaert & Holland June 2007 - August 2008
Porter Keadle Moore, LLP August 2005 - May 2007
CFO Today / LedgerPlus, Inc. December 2003 - June 2005
Skills
GAAP, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, SEC filings, External Audit, Financial Accounting, Financial Statements, Treasury Management, Risk Management, Finance, Internal Audit, SEC Filings
Education
Florida State University - College of Business 2001 — 2005
BS, Accounting
Florida State University - College of Business 2001 — 2005
BS, Finance
PwC June 2013 - Present
PwC November 2011 - June 2013
Cherry, Bekaert & Holland January 2011 - November 2011
Cherry, Bekaert & Holland May 2008 - August 2009
Skills
Accounting, QuickBooks, Financial Accounting, GAAP
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2010
Masters, Accounting
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Science, Accounting, Finance
Pearson Properties May 2008 - Present
Cherry, Bekaert & Holland January 2002 - May 2008
Arthur Andersen August 1990 - October 2001
Education
University of North Carolina at Chapel Hill
BS, MAC, Business, Accounting
Ernst & Young LLP 2011 - Present
Cherry, Bekaert & Holland February 2009 - December 2011
Real Estate Exchange Services, Inc. 2007 - 2009
Tarkenton Financial 2004 - 2007
Skills
Management, Marketing, Strategic Planning, Business Development, Marketing Communications, CRM, Marketing Strategy, Leadership, Project Management, Budgets
Education
Troy University 2001 — 2003
MBA, Marketing
Troy University 1997 — 2001
Bachelors of Business Administration; Concentration in Marketing, Marketing
E Shawn Danley CPA PC December 1999 - Present
Cherry, Bekaert & Holland 1996 - 1999
Bryant & Company CPAs January 1979 - 1996
Skills
Tax Preparation, Income Tax, Partnership Taxation, Tax, Quickbooks, Small Business, Accounting, Non-profits, QuickBooks, CPA, Corporate Tax, Nonprofits, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Internal Audit, Tax Returns, Valuation, Tax Advisory, Preparation, IRS
Education
University of South Alabama 1968 — 1972
Bachelor of Science (BS), Accounting and Finance
BDO USA, LLP December 2011 - Present
Cherry, Bekaert & Holland December 2008 - December 2011
Reznick Group September 2006 - December 2008
Skills
Tax Returns, CPA, FIN 48, Tax, Tax Research, GAAP, Income Tax, Partnership Taxation, Corporate Tax, US GAAP, SEC filings, State Tax, Tax Accounting
Education
The George Washington University 2004 — 2006
Bachelors, Accountancy, Magna Cum Laude
Dixon Hughes Goodman LLP January 2011 - Present
Two Degrees August 2009 - June 2010
Cherry, Bekaert & Holland January 2008 - August 2009
Massey and Pittman CPA 2002 - January 2008
HLB Gross Collins, P.C. 2001 - 2002
Dean Dorton Ford September 1997 - March 2001
Skills
Tax, Financial Reporting, Accounting, Auditing, Income Tax, Financial Accounting, Corporate Tax, CPA, Tax Accounting, Sarbanes-Oxley Act, General Ledger, QuickBooks, Tax Preparation, Tax Returns, Bookkeeping, Tax Research, Partnership Taxation, Account Reconciliation, Fixed Assets, State Tax, Payroll, Sales Tax, S Corporations, Sales, Payroll Taxes, ProSystem fx Tax, Abandoned and Unclaimed..., US GAAP, GAAP, Internal Controls, Financial Analysis, Management
Education
University of Kentucky 1992 — 1997
BS, Accounting
Kennedy Elementary
Livonia Churchill High School
Wells Fargo Securities April 2013 - Present
Wells Fargo May 2010 - April 2013
Cherry, Bekaert & Holland June 2008 - May 2010
Dixon Hughes PLLC 2006 - 2008
Deloitte & Touche 2005 - 2005
Skills
Fixed Income, Finance, Portfolio Management, Banking, Series 65, Series 63, Series 7, CPA, Sarbanes-Oxley Act
Education
University of North Carolina at Wilmington 2005 — 2006
Masters Of Science in Accountancy, Accountancy
Mylan March 2014 - Present
Mylan January 2013 - March 2014
Mylan January 2012 - December 2012
Mylan Pharmaceuticals June 2010 - December 2011
Cherry, Bekaert & Holland June 2009 - July 2009
Skills
Forecasting, SAP, Microsoft Excel, Lotus Notes, Financial Analysis, Microsoft Office, Financial Reporting, Accounting, Data Analysis, PowerPoint, Microsoft Word, Financial Modeling, Strategic Planning, Pharmaceutical Industry, Analysis
Education
West Virginia University 2006 — 2010
Bachelor of Science (B.S.), Accounting and Marketing
University of Hertfordshire 2009 — 2009
Fonville Morisey Realty December 2012 - Present
Salix Pharmaceuticals May 2010 - February 2012
Cherry, Bekaert & Holland December 2003 - March 2010
Community Coordinated Care for Children January 2000 - September 2003
Entre' Computer Center June 1990 - December 1999
Skills
Active Directory, Microsoft Exchange, Windows 7, Information Technology, Windows Server, VMware, System Administration, Listing Homes, First Time Home Buyers, Move Up Buyers, New Home Sales, Contract Negotiation, Vacant Land Sales, IT Management, VMware ESX, XP, SharePoint, Troubleshooting, ITIL, SCCM, IIS, Networking, Microsoft SQL Server, IT Audit, Microsoft Certified..., Access, Citrix, Visio, Real Estate, Sellers, Windows XP
Education
University of Phoenix 2003 — 2006
BS, Information Technology
Fonville Morisey Real Estate School
Real Estate
Duke University January 2011 - Present
North Carolina State University March 2010 - February 2011
Tekelec 2010 - 2010
Cherry, Bekaert & Holland August 2008 - December 2009
Independent Trader September 2002 - May 2007
Schonfeld Group February 1997 - September 2002
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Accounting
Skidmore College
NII Holdings, Inc. August 2015 - Present
PwC January 2012 - August 2015
Clifton Gunderson LLP June 2011 - December 2011
Cherry, Bekaert & Holland October 2008 - May 2011
PricewaterhouseCoopers September 2005 - October 2008
Rubino & McGeehin January 2005 - September 2005
Cherry, Bekaert & Holland January 2002 - December 2004
Arthur Andersen, LLP September 2000 - December 2001
Skills
Financial Reporting, GAAP, Cost Accounting, Variance Analysis, US GAAP, Financial Audits, Process Improvement, Revenue Recognition, Government Contracting, Internal Controls, Assurance, Auditing, SEC filings, Sarbanes-Oxley Act
Education
The George Washington University - School of Business 2008 — 2009
MBA, Accountancy
University of Utah - David Eccles School of Business 2002 — 2007
BA, Accounting and Japanese
Yonsei University 2000 — 2001
Physics
Cherry, Bekaert & Holland September 2004 - Present
Enterprise Capital Management December 1999 - August 2004
Franklin Templeton Group May 1995 - April 1999
Skills
Accounting, Financial Statements, GAAP, Financial Audits, Auditing
Education
University of South Florida 1990 — 1994
BS, Accounting
PricewaterhouseCoopers LLP September 2012 - Present
PricewaterhouseCoopers LLP August 2011 - September 2012
Gallo Building Services, Inc. August 2010 - March 2011
Cherry, Bekaert & Holland December 2006 - August 2010
UC Riverside November 2002 - May 2006
Education
University of California, Riverside
Bachelor of Science, Business Administration - Accounting
HSN September 2005 - Present
Danka Office Imaging August 1998 - September 2005
Eckerd May 1997 - August 1998
Cherry, Bekaert & Holland August 1996 - April 1997
Catalina Marketing September 1993 - July 1996
Christopher, Smith, Gentile, Leonard & Bristow, P.A. September 1990 - September 1993
Arthur Andersen LLP September 1986 - September 1990
Skills
Tax Accounting, Sarbanes-Oxley Act, Tax, Accounting, Corporate Tax, CPA, Tax Preparation
Education
University of Florida 1985 — 1986
Master of Accountancy, Taxation
University of Florida 1981 — 1985
Bachelor of Science, Accounting
BB&T July 2013 - Present
Dixon Hughes Goodman LLP January 2007 - July 2013
Cherry, Bekaert & Holland August 2002 - December 2006
Skills
Internal Controls, Corporate Governance, Auditing, Financial Statements, Sarbanes-Oxley Act, SEC filings, SEC Filings, Internal Audit, Financial Audits, Financial Analysis, Accounting
Education
University of North Carolina at Chapel Hill 1997 — 2002
Business Administration and Masters of Accounting
Infilco Degremont October 2007 - February 2010
Sarbanes Oxley and Internal Audit Consulting March 2007 - September 2007
Old Dominion Electric Cooperative January 2006 - March 2007
Cherry, Bekaert & Holland October 2004 - January 2006
McKesson Medical Surgical June 1998 - June 2004
SkateNation Inc. March 1997 - June 1998
Owens & Minor September 1979 - November 1996
Coopers & Lybrand June 1977 - September 1979
Education
University of Richmond - Robins School of Business 1973 — 1977
BSBA, Business with Accounting Concentration
Ernst & Young October 2011 - Present
Cherry, Bekaert & Holland June 2010 - August 2010
PwC January 2010 - January 2010
Education
Wake Forest University 2010 — 2011
Masters of Accountancy, Focuses in Taxation and Audit
Wofford College 2007 — 2010
BA Accounting, Summa Cum Laude
University of North Carolina at Chapel Hill 2006 — 2007
Population Services International October 2013 - Present
Population Services International June 2011 - Present
USAC June 2010 - June 2011
Cherry Bekaert & Holland August 2005 - June 2010
Skills
Financial Statement..., OMB Circular A-133, Donor Audits, US GAAP
Education
The College of William and Mary - The Mason School of Business 2004 — 2005
Master of Accounting, Accounting
Cherry, Bekaert & Holland February 1998 - Present
Cherry Bekaert LLP February 1998 - Present
Education
University of North Carolina at Charlotte 1996 — 1999
BS, Accounting
PCAOB August 2011 - Present
Cherry, Bekaert & Holland July 2007 - July 2011
McGladrey & Pullen October 1997 - July 2007
Ocwen Financial Corporation April 1996 - October 1997
Deloitte & Touche October 1994 - April 1996
Education
The University of Connecticut School of Business 1988 — 1992
Bachelor of Science Business Administration, Accounting
University of Connecticut
Bachelor of Science (B.S.), Accounting
Intertape Polymer Group October 2011 - Present
Cherry, Bekaert & Holland January 2008 - October 2011
Education
University of Florida 2000 — 2004
B.S., Accounting
Gastroenterology Consultantans of Augusta July 2012 - Present
Medac, Inc April 2009 - May 2012
United Energy Distributors, Inc September 2008 - March 2009
Cherry Bekaert & Holland September 2005 - September 2008
Care South March 2003 - September 2005
Palmetto Ambulance Service January 2002 - March 2003
Elliott Davis, LLC 1994 - 1998
Skills
CPA, CFE, Quickbooks Pro Advisor, Financial Statements, QuickBooks, Human Resources, Payroll, Accounts Payable, Internal Controls, Accounting, Certified Fraud Examiner, Invoicing, US GAAP, GAAP, Financial Reporting, Budgets, Financial Accounting, Financial Analysis, Management
Education
Eastern Connecticut State University
Bachelor of Science, Accounting
GlobalTech Industries, Inc. December 2013 - Present
Kristen Trapnell CPA March 2013 - November 2013
KIK Custom Products October 2011 - January 2013
Georgia Corporate Federal Credit Union December 2008 - September 2011
Regions Financial Corporation September 2002 - June 2008
Hancock, Askew & Co., LLP February 2000 - August 2002
Cherry, Bekaert & Holland 1997 - 1999
Emelyn T Hunter, CPA 1992 - 1996
Skills
Accounting, Financial Analysis, General Ledger, Account Reconciliation, Process Improvement, Auditing, Microsoft Excel, Internal Controls, Financial Statements, Cash Flow, Financial Reporting, Cash Management, Financial Accounting, Accounts Payable, Accounts Receivable, GAAP, Analysis
Education
University of Georgia - Terry College of Business 1991 — 1995
BBA, Accounting
Screven County High School 1987 — 1991
Cherry Bekaert LLP January 2014 - Present
University of Tampa August 2012 - January 2014
Cohen & Grieb, P.A. February 2013 - April 2013
Chuy's June 2012 - October 2012
Cherry, Bekaert & Holland January 2012 - April 2012
ARAMARK February 2010 - December 2011
Chi Phi January 2009 - December 2009
MPI Research May 2007 - August 2008
Skills
Sales, Microsoft Word, Budgets, Inventory Management, Merchandising, Visual Merchandising, Retail, Loss Prevention, Customer Service, Store Management, Inventory Control, Cashiering, Process Scheduler, Microsoft Office, Microsoft Excel, Profit, Customer Satisfaction, PowerPoint, Time Management, Outlook, Tax Preparation, ProSystem fx Tax, Income Tax, Tax Accounting, Tax Returns
Education
University of Tampa 2012 — 2013
Master’s of Science, Accounting
University of Florida 2008 — 2011
Bachelor of Science (B.S.), Accounting
Portage Northern High School
ICI Services 2011 - Present
Cherry, Bekaert & Holland 2011 - 2012
Oceaneering 2002 - 2011
Skills
Deltek, Government Contracting, Costpoint, FAR, Management Consulting, Business Process..., Proposal Writing, Government, Financial Analysis, Process Improvement, Analysis, Policy
Education
Mary Washington College 1987 — 1991
BA, Economics
Liberty Tax Service November 2013 - Present
Self Employed April 2012 - Present
Accounttemps August 2012 - October 2013
Kaufman & Canoles November 2011 - April 2012
Roger L. Handy, PC September 2008 - November 2010
Cherry, Bekaert & Holland February 1998 - September 2008
Skills
Enrolled Agent, Income Tax, Estate Tax Planning, Tax, Tax Preparation, Accounting, Financial Reporting, Corporate Law, IRS, Financial Planners, QuickBooks, Preparation, Tax Returns, Payroll Taxes, Journal Entries, Bookkeeping, Accounts Payable, Account Reconciliation, Accounts Receivable, Bank Reconciliation
Education
University of Oklahoma 1977 — 1981
Bachelor of Business Administration, Marketing
Putnam City High School 1975 — 1977
Cherry, Bekaert & Holland November 2007 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
Masters, Accounting
CCA Industries, Inc January 2012 - February 2014
Cherry, Bekaert & Holland September 2010 - June 2011
Cherry Bekaert & Holland September 2008 - August 2010
Deloitte Tax LLP June 2007 - July 2008
Deloitte Tax LLP January 2006 - April 2006
Deloitte Tax LLP January 2005 - April 2005
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Sarbanes-Oxley Act, Tax, Tax Research, Tax Accounting, Accounting, Auditing
Education
Michigan State University 2002 — 2007
Bachelor of Arts, Finance
Zambia Center for Accountancy Studies
EY December 2014 - Present
Cherry, Bekaert & Holland January 2012 - November 2014
Coral Gables Chamber of Commerce 2013 - 2013
PwC June 2011 - August 2011
University of Florida August 2008 - December 2010
PwC June 2010 - August 2010
Skills
QuickBooks, Tax Preparation, General Ledger, Financial Statements, Account Reconciliation, Income Tax, Tax Accounting, Financial Analysis, Cost Accounting, Tax Research, Accounting, Auditing, Big 4, Financial Audits, Tax Returns, Revenue Recognition, Forensic Accounting
Education
University of Florida 2007 — 2011
Bachelor's degree, Accounting
Cherry, Bekaert & Holland July 2012 - Present
Dixon Hughes Goodman LLP March 2000 - July 2012
Skills
Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Auditing, Financial Reporting, GAAP, US GAAP, CPA, SEC Filings, Due Diligence, Assurance, External Audit
Education
University of Richmond - Robins School of Business 1983 — 1986
Bachelor's Degree, Accounting and Business/Management
Wipfli Ullrich Bertelson 2009 - Present
Cherry Bekaert & Holland 2003 - 2009
M.R. Weiser & Co LLP 1998 - 2003
Eide Bailly 1992 - 1998
Skills
Strategic Planning, Strategic Consulting, Strategic Leadership, Strategic Partnerships, Strategy, Marketing Strategy, Market Research, Marketing, Accounting, Project Planning, Integrated Marketing, Competitive Analysis, Digital Marketing, Digital Strategy
Education
Louisiana State University Health Sciences Center 1990 — 1992
Master's Degree, Accounting and Finance