Clifton Gunderson LLP
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Clifton Gunderson LLP Employees
Public Utility Commission of Texas May 2011 - March 2012
Clifton Gunderson LLP 2010 - 2011
ERCOT December 2008 - April 2010
City of Austin/Austin Energy May 2004 - December 2008
LBJ School of Public Affairs August 2003 - May 2004
Thielsch Engineering 2001 - 2003
Skills
Energy Policy, Renewable Energy, Energy, Policy Analysis, Demand Response, Research, Auditing, Energy Efficiency, Performance Measurement, Economic Regulation, Performance Auditing, Compliance, Capital Adequacy, Risk Analytics, Power Generation, CHP, Market Design, Economics, Electric Power
Education
The University of Texas at Austin - The LBJ School of Public Affairs 2003 — 2005
Masters in Public Affairs, Public Administration
Southwestern University
Bachelor of Arts
Defense Language Institute
Texas A&M University
Engineering
University of Illinois at Urbana-Champaign January 2015 - Present
McGladrey October 2013 - December 2014
Southern Illinois University August 2012 - July 2013
Clifton Gunderson LLP June 2012 - July 2012
Eastern Illinois University August 2010 - May 2012
Skills
Microsoft Office, Time Management, Microsoft Excel, Access, PowerPoint, Microsoft Word, Event Planning, Customer Service, Facebook, Teamwork, Public Speaking, Research, Social Media, Social Networking, QuickBooks, Accounting, Interpersonal..., Outlook, Photoshop, Spanish, Leadership, Data Entry, Data Analysis, Nonprofits, Analysis
Education
Southern Illinois University Carbondale 2012 — 2013
Master of Accountancy, Auditing, 4.0
Eastern Illinois University 2008 — 2012
Accounting, 4.0
Teutopolis High School
Messerli & Kramer, P.A. August 2014 - Present
Law Firm February 2009 - 2014
ING U.S. June 2006 - January 2009
BMO Harris Private Banking July 2001 - June 2006
Wells Fargo 2000 - 2001
U.S. Bank 1997 - 2001
Clifton Gunderson LLP June 1995 - June 1997
Hennepin County June 1994 - June 1995
Netherlands Chamber of Commerce 1988 - 1988
Skills
Estate Planning, Trusts, Wills, Estate Tax Planning, Probate Law, Guardianship, Elder Law, Succession Planning, Corporate Law, Asset Protection, Powers of Attorney, LLC, Conservatorships, Wealth, High Net Worth..., Litigation, Prenuptial Agreements, Tax, Finance, Special Needs Trusts, Charitable Trusts, Trust Management, Trusteeship, Estate & Gift Taxation, Charitable Gift Planning, Fiduciary Management, GLBT issues, Divorce Law, Estate Administration
Education
Hamline University School of Law 1991 — 1994
Mitchell Hamline Law School - Juris Doctor, Law - Focus on Estate Planning, Taxation and Corporations
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Arts, Political Science and French
Illinois State University August 2013 - Present
Illinois State University September 2011 - August 2013
Clifton Gunderson LLP July 2011 - September 2011
Illinois State University August 2010 - May 2011
Caterpillar Inc. May 2010 - August 2010
Skills
CPA, Account Reconciliation, Auditing, Budgets, Student Affairs, Accounting, PeopleSoft, Accounts Payable, Financial Statements, Financial Analysis, Payroll, Expenses, Project Planning
Education
Illinois State University 2010 — 2011
Master of Science (M.S.), Accounting
Eastern Illinois University 2007 — 2010
Bachelor of Science (B.S.), Accounting
Northstar Lottery Group, LLC November 2013 - Present
Memorial Health System June 2007 - November 2013
Clifton Gunderson LLP August 2005 - June 2007
Skills
CPA, Managerial Finance, Budgets, Accounting, Financial Analysis, Financial Statements, Variance Analysis, Leadership
Education
Eastern Illinois University
Bachelor of Arts (B.A.), Economics
University of Illinois Springfield
Accounting
Stout Risius Ross March 2014 - Present
American Appraisal 2008 - March 2014
Navigant Consulting, Inc. 2006 - 2008
Clifton Gunderson LLP 2004 - 2006
American Appraisal Associates 2001 - 2004
Integrated Health Services, Inc. 1997 - 2000
KPMG LLP 1994 - 1997
Skills
New Business Development, Business Planning, Marketing Strategy, Go-to-market Strategy, Salesforce.com, Sales Presentations, Sales Management, Corporate Development, Financial Accounting, M&A experience, Financial Analysis, Business Development, Restructuring, Due Diligence, Valuation, Corporate Finance, Mergers, Management Consulting, Account Management, Business Valuation, Business Strategy, Financial Modeling, Private Equity, Venture Capital, Client Development
Education
Cornell University 1987 — 1991
BA, Government
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
MS, Accounting
Phillips Exeter Academy 1986 — 1987
Liverpool High School
ADS Title Services, Inc. July 2012 - Present
Target February 2007 - June 2012
Law Offices of Alex D. Sirulnik, P.A. 2012 - 2012
Clifton Gunderson LLP 2005 - 2007
Skills
Inventory Management, Process Improvement, Inventory Control, Auditing, Forecasting, Retail, Payroll, Customer Service, Budgets, Microsoft Excel, Financial Analysis, Operations Management, PowerPoint, Strategic Planning
Education
Florida State University - College of Business 1997 — 2000
BS, Accounting and Finance
Harvard Business School August 2015 - Present
Cardinal Health May 2014 - June 2015
Cardinal Health July 2012 - August 2014
Cardinal Health July 2010 - April 2014
Clifton Gunderson LLP May 2008 - August 2008
Education
Harvard Business School 2015 — 2017
Miami University 2006 — 2010
Bachelor of Science, Farmer School of Business, Finance & Accountancy dual-major; Business Statistics minor
KPMG US January 2014 - Present
KPMG Nederland January 2015 - March 2015
CliftonLarsonAllen July 2010 - December 2013
Clifton Gunderson LLP July 2008 - June 2010
Missile Defense Agency May 2007 - August 2007
Northwest Savings Bank May 2006 - August 2006
Skills
Accounting, Auditing, Government, Internal Controls, Microsoft Excel, Financial Analysis, Financial Reporting, GAAP, Analysis, Financial Accounting, Financial Statements, Assurance, CPA, Sarbanes-Oxley Act, US GAAP
Education
Clarion University of Pennsylvania
Bachelor of Science in Business Administration, Majors: Accounting and Economics
Balsamo, Stewart, Lutters & Ruth, P.A. January 2008 - Present
Clifton Gunderson LLP November 2003 - December 2007
Coughlin & Mann Chartered October 2002 - November 2003
Skills
General Ledger..., Tax Returns, QuickBooks, Tax, Tax Preparation, Income Tax, Corporate Tax, Accounting, Financial Statements, Tax Accounting
Education
Goldey-Beacom College 1998 — 2002
Bachelor of Science (B.S.), Accounting, 4.0
Rubino & Company January 2015 - Present
WebsterRogers LLP June 2011 - December 2014
AMG Marketing September 2009 - December 2011
Wipfli LLP September 2010 - June 2011
Upper Iowa University January 2004 - May 2011
Clifton Gunderson LLP October 2007 - September 2009
Wisconsin Sports Development Corporation May 2005 - October 2007
RSM McGladrey 2004 - 2005
National Specialty Insurance 2002 - 2004
Skills
Marketing Strategy, Social Media Marketing, New Business Development, Public Relations, Market Planning, Copywriting, Event Marketing, Integrated Marketing, Strategic Planning, Event Planning, Social Media, Marketing Management, Advertising, Marketing, Business Strategy, Public Speaking, Leadership, Team Building, B2B, Email Marketing, Media Relations, Sales, Business Planning, Training, Entrepreneurship, Business Development, Strategy, Analysis, Program Management, Management, Marketing Communications, Small Business, Budgets, Online Marketing, Market Research, Time Management, Nonprofits, Social Networking, CRM, Event Management, Lead Generation, Start-ups, Community Outreach, Leadership Development, Accounting, Account Management, Coaching, Management Consulting, Customer Service, Fundraising
Education
Edgewood College 1999 — 2003
MBA
University of Wisconsin-Madison
BA
Upper Iowa University
BS
Alliant Energy January 1999 - Present
Nashville City Club January 1998 - January 1999
Kosse Accounting and Tax January 1992 - July 1998
President/Owner January 1992 - June 1998
Clifton Gunderson LLP January 1986 - January 1992
Skills
HTML
Education
Hamilton University 1982 — 1985
Bachelor's Degree, Accounting and Computer Science, High Honors
Upper Iowa University
Clark-Lindsey Village, Inc. April 2010 - Present
Fox Development Corporation February 2006 - October 2009
Clifton Gunderson LLP 1979 - 2006
Skills
Accounting, Auditing, Non-profits, Property Management, Software Implementation, Financial Analysis, Construction Accounting, CPA, Income Tax, Forecasting, Software Procurement, Technology..., Consulting, Corporate Budgeting, US GAAP, Due Diligence, Sales Tax, GAAP, Treasury Management, Management Consulting, Tax Returns, Strategic Financial..., Financial Accounting, External Audit, Mergers & Acquisitions, Revenue Recognition, Internal Audit, Microsoft Excel, QuickBooks, Financial Reporting, Finance, Investments, Tax Preparation, Fixed Assets, Real Estate Development, Financial Statements, Business Planning, Nonprofits, Valuation, General Ledger, Small Business, Budgets, Financial Modeling, Payroll, Corporate Tax, Internal Controls, Tax, Assurance, Tax Research, Cash Management
Education
Eastern Illinois University 1977 — 1979
BS, Accounting
CliftonLarsonAllen January 2012 - April 2012
Clifton Gunderson LLP June 1998 - January 2012
Dynamic Graphics, Inc. 1993 - 1998
Skills
Graphic Design, Advertising, Direct Mail, Newsletters, Brochures
Education
Eastern Illinois University
Bachelor of Arts (BA), Graphic Design
Huneycutt Capital + Research January 2015 - Present
Seeking Alpha October 2008 - Present
Huneycutt Capital August 2012 - June 2014
Private Family Trust November 2009 - June 2014
Clifton Gunderson LLP September 2009 - July 2010
CSC July 2008 - July 2009
Skills
Valuation, Private Equity, Investments, Portfolio Management, Corporate Finance, Hedge Funds, Equities, Alternative Investments, Asset Management, Finance, Financial Modeling, Financial Analysis, Venture Capital, Economics, Investment Management, Analysis, Managerial Finance, Capital Markets, Securities, Options, Asset Allocation, Global Macro, Equity Research, Value Investing, Financial Statement..., Due Diligence, Investment Strategies, Derivatives, Fundamental Analysis, Cash Flow Forecasting, Public Speaking
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Finance / Alternative Investments
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
MAC, Accounting
East Tennessee State University
BA, History, Political Science, 3.81
BB&T March 2014 - Present
Personal August 2008 - Present
Deloitte & Touche November 2010 - February 2014
Clifton Gunderson LLP August 2008 - November 2010
Avon Local Schools 2007 - 2007
Skills
Auditing, Financial Analysis, Internal Controls, Finance, Accounting, Federal Government, Data Analysis, Sarbanes-Oxley Act, Financial Reporting, Microsoft Office, Analysis, General Ledger, Accounts Payable, Citrix, Healthcare, Consulting, Investments, Assurance, Big 4, Management, Leadership, Personal Finance, Process Improvement, Business Analysis, Internal Financial..., Financial Modeling, Financial Risk, US GAAP
Education
George Mason University - School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Elon University 2004 — 2008
Bachelor of Science (B.S.), Accounting, Economics
Avon High School 2000 — 2004
Two Degrees May 2014 - Present
Resources Global Professionals ( now RGP) March 2012 - May 2014
Steed Properties, LLC February 2007 - August 2011
Resources Global Professionals January 2006 - February 2007
University of California, San Francisco 2004 - 2005
Women's Recovery Association 2003 - 2004
Clifton Gunderson LLP 1987 - 2002
Skills
Healthcare, Management Consulting, Strategic Planning, Professional Services, Human Resources, Nonprofits, Business Strategy, Microsoft Excel, Accounting, Finance, Internal Controls
Education
Golden Gate University 1982 — 1984
MBA, Taxation
University of Michigan
BA, Psychology
DuPont Pioneer May 2013 - Present
DuPont Pioneer November 2010 - May 2013
Pioneer Hi-Bred May 2007 - December 2010
Clifton Gunderson LLP June 2004 - April 2007
Skills
Financial Analysis, ABV, Financial Reporting, Mergers, Microsoft Excel, Financial Accounting, Data Analysis, Mergers & Acquisitions, Team Leadership, Valuation, Finance, Strategy, SAP, CPA, Forecasting, Accounting, Business Valuation, Forensic Accounting, Financial Planning, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2009
MBA
Drake University 2000 — 2004
BS, Accounting/Finance
Renewable Energy Group August 2013 - Present
Renewable Energy Group November 2011 - August 2013
Deloitte May 2002 - November 2011
Arthur Andersen LLP June 2000 - May 2002
Clifton Gunderson LLP 2000 - 2000
Skills
Accounting, Tax, Corporate Tax, Mergers, Income Tax, Tax Accounting, International Tax, SOX, Tax Returns, SEC reporting, Federal Tax, Financial Reporting, Tax Compliance, Due Diligence, Tax Audits, FIN 48, IFRS, Tax Research, Tax Advisory, Mergers & Acquisitions, US GAAP, State Tax, GAAP, Tax Law, Big 4, FAS109, US Tax, Sarbanes-Oxley Act, Internal Controls, Tax Preparation, Partnership Taxation, Transfer Pricing, Property Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
M.S., Taxation
University of Iowa - Henry B. Tippie College of Business 1996 — 1999
Bachelor of Business Administration, Accounting
Wartburg College 1995 — 1996
N/A, N/A
Humboldt High School 1992 — 1995
Purple Cow Organics, LLC January 2015 - Present
Purple Cow Organics, LLC August 2012 - January 2015
CliftonLarsonAllen October 2011 - August 2012
Clifton Gunderson LLP October 2010 - December 2011
Pellitteri Waste Systems July 2009 - October 2010
Pellitteri Waste Systems November 2008 - July 2009
Pellitteri Waste Systems April 2004 - October 2008
Madison Area Youth Soccer Association (MAYSA) November 2002 - March 2004
First Business February 2002 - November 2002
Skills
Operations Management, Process Improvement, Sales, Marketing, Business Development, Team Building, Training, Project Management, B2B, Leadership, Organizational Structure, Change Management, Strategic Communications, Start-ups, Small Business, Organizational..., SOP development, Team Management, Mentoring, People Development, Sales Management, Vendor Management, Customer Service, Customer Satisfaction
Education
Edgewood College 2007 — 2008
Systems Theory
University of Wisconsin-Whitewater 1997 — 2001
BS, Psychology, Statistics
CliftonLarsonAllen July 2011 - Present
Clifton Gunderson LLP August 2008 - July 2011
Wind Point Partners 2006 - 2008
Ferris State University 2002 - 2008
Skills
Accounting, Tax, Auditing, CPA, Financial Reporting, Microsoft Office, Financial Accounting, GAAP, Financial Analysis, US GAAP, Internal Controls
Education
Ferris State University 2002 — 2008
Bachelor, Accountancy
CliftonLarsonAllen LLP September 2006 - Present
Clifton Gunderson LLP January 2006 - January 2012
Skills
Nonprofits, Tax, Process Improvement, Accounting, Training, Financial Analysis, Auditing, GAAP, Corporate Tax, Leadership, Financial Accounting, Strategic Planning, Financial Statements
Education
Coe College 2002 — 2006
BA, Public Accounting, Business Administration
BDO USA, LLP October 2013 - September 2014
BDO USA, LLP January 2012 - September 2013
World-Okta Chasaedae Chicago Chapter January 2011 - December 2012
Clifton Gunderson LLP January 2011 - March 2011
Hwanil High School February 2006 - August 2007
Skills
Organizational..., Event Management, Social Networking, Financial Analysis, Analysis, Microsoft Excel, Accounting, CPA, US GAAP, Leadership, Assurance, Auditing, Financial Reporting, Internal Controls, Financial Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Science in Accountancy, Accounting
Ewha Womans University 2002 — 2006
Bachelor of Arts in Social Science Education / Bachelor of Arts in Common Social Studies, Secondary Education
Gross, Mendelsohn & Associates, P.A. September 2007 - Present
Clifton Gunderson LLP January 1994 - August 2007
International Association of Business Communicators, Baltimore Chapter 1998 - 1999
Skills
Microsoft Dynamics CRM, Marketing Communications, Proposal Writing, Database Management, Website Copy, Website Management, Social Media Marketing, Lead Generation, Direct Marketing, Professional Services..., Technical Writing, Public Relations, Promotional Writing, SalesLogix, Marketing, Accounting Marketing, Media Relations, Editing, Database Admin, Microsoft CRM, Webmaster Services, Accounting, Services Marketing, Marketing Copy, Project Management, Leadership, Marketing Strategy, Advertising, Social Media, Strategy, Team Leadership, Event Planning, Nonprofits, LinkedIn, Public Speaking, Program Management, Email Marketing, Newsletters, Business Development, Corporate Communications, Integrated Marketing, Budgets, B2B Marketing, Marketing Management, Corporate Branding, Strategic Communications, Internal Communications, Brand Awareness
Education
Gettysburg College 1989 — 1993
Bachelor of Arts, Philosophy
University of East Anglia 1991 — 1992
Notre Dame Preparatory School 1985 — 1989
Prent Corporation June 2011 - Present
Prent Corporation February 2010 - June 2011
Clifton Gunderson LLP September 2008 - February 2010
Skills
Microsoft Office, STAR, Manufacturing, ISO, Supply Chain Management, Six Sigma, Kaizen, Quality Assurance, Lean Manufacturing, Troubleshooting, Continuous Improvement, Strategic Planning, Inventory Management, Materials, Purchasing, 5S, Kanban, SPC
Education
Edgewood College 2004 — 2008
B.S.
McGladrey August 2014 - Present
Illinois State Board of Education February 2011 - July 2014
Illinois State Board of Education August 2009 - February 2011
Coldwell Banker Devonshire Realty June 2006 - July 2009
Clifton Gunderson LLP June 2008 - August 2008
Skills
Microsoft Excel, Staff Development, Public Speaking, Grants, Microsoft Office, Program Management, Financial Accounting, Time Management, Microsoft Word, PowerPoint, Accounting
Education
Eastern Illinois University 2005 — 2009
Bachelor of Science in Business, Accounting
McGladrey March 2012 - Present
Westchester Group Inc. December 2009 - June 2012
McGladrey & Pullen August 2007 - January 2010
Clifton Gunderson LLP December 1997 - August 2007
Skills
Assurance, General Ledger, Financial Reporting, Accounting, Variance Analysis, GAAP, Internal Controls, CPA, US GAAP, Tax, Auditing, Sarbanes-Oxley Act, Corporate Tax, SEC filings, Income Tax, Financial Analysis, Agriculture
Education
Eastern Illinois University 1993 — 1997
B.S., Accounting
Balsamo, Stewart, Lutters & Ruth, P.A. January 2008 - Present
Clifton Gunderson LLP October 2003 - December 2007
Coughlin & Mann Chtd April 1994 - September 2003
Skills
Accounting, Payroll Taxes, Payroll, General Ledger, Income Tax, QuickBooks
Education
Harford Community College
Accounting certificate, Accounting
Freestyle Editorial Services January 2013 - Present
TEKsystems January 2011 - January 2013
Clifton Gunderson LLP May 2010 - January 2011
RSM McGladrey June 2008 - May 2010
Clifton Gunderson LLP May 2006 - June 2008
Hydraulic Institute December 2004 - May 2006
various October 2002 - December 2004
Lippincott Williams and Wilkins July 2001 - October 2002
Skills
Editing, Business Development, Document Management, Proposal Writing, Technical Writing, Copy Editing, Writing Skills, Resume Writing, Report Writing, Grant Writing, Team Leadership, Project Coordination, Team Management, Business Communications, Strategic Communications, Software Documentation, Content Development, Analysis, Government, Content Management, Copywriting, Management, Public Speaking, Creative Writing, Non-profits, Program Management, CRM, Publications, Project Management, Leadership, Strategy, Process Improvement, Marketing Communications, Research, Training, Corporate Communications, Strategic Planning, Blogging, RFP, Interviews, Business Process..., Public Relations, Time Management, Consulting, Team Building, Sales, Social Networking, Professional Services
Education
University of California, San Diego 2012 — 2013
Graduate Certificate
Chatham College 2010 — 2013
M.A.
Loyola University Maryland 1997 — 2001
B.A.
Fiserv 2015 - Present
Fiserv 2013 - 2015
First Data Corporation 2009 - 2013
Clifton Gunderson LLP 2004 - 2009
Crowe Horwath LLP 2002 - 2004
Arthur Andersen 1999 - 2002
Skills
Corporate Finance, Accounting, Enterprise Risk..., IT Management, SEC filings, Process Improvement, FFIEC, Internal Audit, Information Technology, COSO 2013, Sarbanes-Oxley Act, CPA, Auditing, Internal Controls, US GAAP, Six Sigma, Transaction Processing, Management Consulting, SDLC, CIA, CISA
Education
Northwestern University - Kellogg School of Management
Executive Leadership Program
DePaul University
Master of Science (MS), Accounting
University of Iowa
Master of Business Administration (MBA), Finance
University of Iowa
Master of Arts (MA), Management Information Systems
Magenic August 2013 - Present
Independent January 2011 - August 2013
IncWorx Consulting August 2009 - March 2010
Dell August 2009 - March 2010
Jones Lang LaSalle 2010 - 2010
Clifton Gunderson LLP 2010 - 2010
Neutrino Technologies January 2009 - August 2009
SharpShooter Imaging April 2005 - August 2009
Sargent & Lundy May 1998 - January 2005
Skills
SharePoint, WCF, WF, .NET, ASP.NET, C#, jQuery, T-SQL, XML, JavaScript, LINQ, CSS, XSD, SharePoint Designer, Microsoft Office..., Microsoft SQL Server, Microsoft Technologies, InfoPath, Enterprise Architecture, SSRS, Windows Azure, ServiceStack, Silverlight, TFS, JSON, HTML, jQuery UI, Kendo, Twitter Bootstrap, Agile Methodologies, Software Development, Web Applications, Scrum, Web Services, IIS, REST, Software Project..., Solution Architecture, Application Architecture, AJAX
Education
DePaul University 2002 — 2004
MS, Computer Graphics And Animation - Software Development
University of Illinois at Chicago 1993 — 1998
BS, Mechanical Engineering
Balsamo, Stewart, Lutters & Ruth, P.A. December 2007 - Present
Clifton Gunderson LLP January 2004 - December 2007
Skills
Tax, QuickBooks, General Ledger, Financial Analysis, GAAP, Income Tax, Tax Preparation, Corporate Tax, Tax Returns
Education
University of Baltimore 1987 — 1988
Bachelor of Science, Accounting
Essex Community College 1985 — 1986
Associate of Arts (AA), Accounting
Aon Hewitt December 2012 - Present
Aon Hewitt January 2003 - Present
Aon Hewitt January 1997 - December 2002
Clifton Gunderson LLP June 1996 - December 1996
Skills
Vendor Management, Performance Management, PeopleSoft, Outsourcing, HRIS, Operations Management, Process Improvement, Benefits Administration, Employee Benefits, Defined Benefit, Business Process..., BPO
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Strategy, Execution and Valuation
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
BA, Accounting
CliftonLarsonAllen 2008 - Present
Clifton Gunderson LLP June 2002 - June 2008
Clifton Gunderson LLP May 1998 - June 2002
Skills
Marketing Communications, Event Management, Content Marketing, Email Marketing, Direct Marketing, Marketing Strategy, Market Planning, Integrated Marketing, Public Relations, Event Planning, Advertising, Marketing, Direct Mail, Budgets, Strategy, Leadership, B2B, Project Management
Education
Ferris State University 1990 — 1994
Bachelor of Science, Marketing, Public Relations
Rise Broadband July 2014 - Present
CliftonLarsonAllen January 2012 - July 2014
Clifton Gunderson LLP August 2011 - January 2012
Alta Colleges, Inc. May 2010 - August 2011
Colorado Auto Finders June 2009 - March 2010
Saj Mediterranean Grill June 2009 - March 2010
Skills
Tax, Auditing, GAAP, Accounting, Internal Controls, PeopleSoft, General Ledger, Platinum, Small Business, Financial Reporting, Financial Accounting, Financial Statements, Tax Accounting, US GAAP
Education
Colorado Christian University 2010 — 2012
Master's, Business Administration
Colorado Christian University 2005 — 2009
Bachelors, Accounting
Maricopa County July 2011 - Present
Phoenix Country Club 2008 - Present
Clifton Gunderson LLP 2000 - 2007
Skills
Valuation, Financial Analysis, Auditing, Accounting, Internal Audit, Accounts Receivable, Financial Reporting, Account Reconciliation, Tax, Microsoft Excel, Appraisals, CPA, Microsoft Office, Accounts Payable, QuickBooks, Process Improvement
Education
Grand Canyon University 2015 — 2015
Master’s Degree, Business Administration and Project Management
University of Phoenix 2006 — 2009
B.S., Accounting
University of Hawaii at Hilo 1997 — 1999
A.S., Business Administration
Cleveland Clinic 2002 - Present
HFMA 1985 - 2015
CCHS Huron Hospital December 2008 - August 2011
Lake Hospital System July 1989 - September 2002
HFMA 1995 - 1996
Bretton Ridge Home Owners 1989 - 1991
Deaconess Hospital of Cleveland October 1983 - July 1989
The Frankelite Company June 1978 - October 1983
Clifton Gunderson LLP September 1976 - March 1978
Skills
Process Improvement, Budgets, Revenue Cycle, Hospitals, Strategic Planning, Healthcare, Finance, Healthcare Management, Financial Analysis, Physicians, Leadership, Accounting, Auditing, Management, HIPAA, Healthcare Consulting, Program Management, Strategic Financial..., Accounts Payable, Executive Management, EHR, Medicaid, Medicare, Managerial Finance, Financial Reporting, Data Analysis, Microsoft Excel, Performance Improvement, Customer Service, Team Building, PowerPoint, General Ledger, Mergers & Acquisitions, Risk Management, Project Planning, Business Process..., Financial Modeling, Change Management, Epic Systems, Management Consulting, Organizational..., Accounts Receivable, Forecasting, Microsoft Word, Physician Relations, Financial Planning
Education
Cleveland State University 1978 — 1984
MBA, FInance
Miami University 1974 — 1976
BS, Accountancy
Cuyahoga Community College 1972 — 1974
AA, Liberal arts
Normandy High School 1969 — 1972
high school
Level Four Advisory Services, LLC December 2014 - Present
LPL Financial December 2014 - Present
Friedman Financial Strategies 1993 - Present
New England Financial 1993 - December 2014
Northwestern University's School of Continuing Studies January 2008 - December 2009
Kemper Sports Management 1984 - 1992
Lesnik Public Relations 1984 - 1992
Clifton Gunderson LLP 1974 - 1984
Skills
Securities, Investments, Risk Management, IRAs, Investment Advisory..., Finance, Mutual Funds, Asset Managment, Portfolio Management, Wealth Management, FINRA, Fixed Annuities, Series 7, Long-term Care, Life Insurance, Investment Advisory, Disability Insurance, Investment Management, Series 63, Strategic Financial..., Estate Conservation..., Retirement Funding...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MS, Taxation
University of Illinois at Chicago 1970 — 1974
BS, Accounting
University of Pennsylvania Health System January 2013 - Present
Foundations Behavioral Health January 2012 - December 2012
McGladrey & Pullen July 2007 - June 2009
Rothstein Kass September 2006 - May 2007
Clifton Gunderson LLP June 2005 - August 2006
Skills
Accounting, Auditing
Education
Drexel University 2010 — 2011
Bachelor of Nursing, Nursing
University of Maryland - Robert H. Smith School of Business 2001 — 2005
Bachelor of Arts, Accounting
Clifton High
St. Philip the Apostle
University of Maryland College Park
ARi - Automotive Robotics Inc. September 2014 - Present
Blue Horizon Tax Consulting, LLC December 2010 - Present
Caterpillar Inc. October 2011 - June 2012
Clifton Gunderson LLP November 2003 - December 2010
RSM McGladrey October 1998 - November 2003
RubinBrown LLP September 1997 - October 1998
Missouri Department of Revenue June 1995 - September 1997
Skills
Income Tax, Accounting, Tax Compliance, Tax Credits, Fixed Assets, Budgeting, Management Consulting, Due Diligence, Tax Preparation, Business Planning, Employee Relations, Professional Services, State Taxation, Client Service, Cost Segregation, Sales Tax, Tax Research, Sarbanes-Oxley Act, Mergers, Use Tax, Financial Analysis, Tax Returns, Corporate Tax, Budgets, Partnership Taxation, Tax, Tax Advisory, US Tax, Payroll, Auditing, Tax Accounting
Education
Culver Stockton College 2013 — 2015
Master of Business Administration (MBA), 4.0
Culver Stockton College 1991 — 1995
Bachelor of Science (BS), Accounting and Business/Management
American Transmission Company September 2011 - Present
American Transmission Company January 2010 - Present
American Transmission Company October 2007 - January 2010
Land Service Company November 2004 - October 2007
Clifton Gunderson LLP November 1997 - November 2001
Capitol Travel Service April 1993 - November 1997
Skills
Brokers License, Notary Public, Member-IRWA, Contract Management, Analysis, Energy, Smart Grid, Risk Management, Renewable Energy, Risk Assessment, Construction, Negotiation, Real Estate, NERC, Electric Power, Project Management, Engineering, Wind, Power Generation, Transmission Lines, Power Systems, Project Planning, Contract Negotiation, Power Distribution, Energy Policy, Utility Industry, GIS, Electricity
Education
Concordia University-Wisconsin 2006 — 2009
Bachelors, Communications/Business
McConnell Travel School 1988 — 1989
Travel, Computers, English, Geography
Hammerman & Gainer Inc. May 2013 - August 2015
MindsInSync Inc. September 2011 - July 2012
Sportcraft July 2008 - August 2011
Morris Center YMCA May 2004 - April 2007
Clifton Gunderson LLP March 1999 - March 2001
Northwest Auditing Resources, Inc. January 1993 - June 1998
Skills
Financial Reporting, Accounting, Consolidation, Forecasting, ERP, Pricing, Budgets, Finance, Analysis, Financial Analysis, Internal Controls, Cross-functional Team..., Cash Flow, Process Improvement, Risk Management, Leadership, Project Planning, Management, Strategic Planning, Budgeting
Education
Fairleigh Dickinson University 2007 — 2009
M.B.A, Finance
The University of Georgia 1989 — 1991
M.Ed, Exercise Physiology
University of Colorado at Boulder 1985 — 1989
B.A
Councilor, Buchanan & Mitchell, PC November 2011 - Present
Clifton Gunderson, LLP June 2009 - August 2009
Clifton Gunderson, LLP June 2008 - August 2008
Chevy Chase Bank June 2007 - August 2007
Bar-T June 2003 - August 2006
Skills
Tax, Financial Reporting, Accounting, Auditing, QuickBooks, Leadership
Education
Coastal Carolina University 2006 — 2011
Bachelor of Science, Accounting
Our Lady Of Good Counsel 2002 — 2006
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP 1984 - December 2011
Skills
Tax, Auditing, Consulting, Accounting, Leadership, Mergers & Acquisitions, Assurance, Nonprofits, Management Consulting, Internal Audit
Education
Drake University
Bachelor of Science in Business Administration, Accounting
Westminster Academy / CRPC, Inc. 1996 - 2010
Centex Homes 1994 - 1996
Biskind Development Company 1989 - 1994
Prestige Management Company 1985 - 1989
Ball & Associates CPA's Inc. 1981 - 1985
Clifton Gunderson LLP 1978 - 1981
Education
Cleveland State University 1973 — 1978
BBA, Accounting
Mile Hiigh Passion Parties October 2003 - Present
Clifton Gunderson LLP November 2000 - January 2004
National Center for Atmospheric Research September 1991 - September 1998
Education
Colorado State University 1986 — 1989
BA, Business and Accounting
AirlineCPA.com January 2009 - Present
CJBS, LLC January 2010 - April 2010
Leonard & Company, CPAs March 2009 - May 2009
Clifton Gunderson LLP October 2007 - March 2009
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2007
Masters of Science in Accounting
University of Wisconsin-Milwaukee
Bachelor of Science
Myers and Stauffer LC (formerly PHBV Partners LLP) January 2012 - Present
Clifton Gunderson LLP January 2011 - December 2011
MedStar Health December 2006 - August 2010
Health Alliance of Greater Cincinnati September 2003 - November 2006
Aetna 1997 - 2002
Philadelphia Child Guidance Center 1995 - 1997
Independence Blue Cross 1980 - 1994
Skills
Auditing, Compliance, Internal Audit, Internal Controls, Audit, Healthcare, Governance, Management Consulting, Enterprise Risk..., Strategic Planning, Accounting, Financial Reporting, Sarbanes-Oxley Act, Budgets, Managerial Finance, Business Strategy, Financial Analysis, GAAP, Management, Leadership, Executive Management, Process Improvement, Insurance, Policy, Finance, Financial Accounting, Business Process..., US GAAP, Risk Management, IT Audit, Assurance, Sarbanes-Oxley, External Audit, Certified Fraud Examiner, Risk Assessment, COSO
Education
Temple University 1988 — 1993
MS, General and Strategic Management
Temple University 1980 — 1983
MBA, Finance
Drexel University 1973 — 1978
BS, Commerce and Engineering Sciences
The Leadership 2008 — 2008
Leadership Cincinnati 2004 — 2005
Thomson Reuters July 2012 - Present
TEOCO March 2012 - June 2012
Illumina, Inc August 2008 - February 2012
Clifton Gunderson, LLP January 2007 - August 2008
ePlus, inc August 2004 - February 2007
Skills
Human Resources, HR Business Partnering, Strategic Planning, Change Management, Organizational Design, Talent Development, Compensation, Employee Engagement, Performance Management, Workforce Planning, Onboarding, Organizational Change, Talent Acquisition, Global HR, Employee Relations, Workplace Investigations, Progressive Discipline, Terminations, Exit Interviews, Goal Development, Employee Benefits, Leave Management, CFRA, PDL, Workforce Training, Succession Planning, Immigration, E-Verify, HRIS, Workday, Deferred Compensation, New Hire Orientations, Management, Talent Management, Payroll, Strategy, Process Improvement, Applicant Tracking..., Policy, College Recruiting, Coaching, Personnel Management, HR Policies, Benefits Administration
Education
Clemson University 1997 — 2001
Bachelor's, Psychology
Colorado Community College System June 2015 - Present
CliftonLarsonAllen November 2012 - June 2015
Clifton Gunderson LLP May 2011 - November 2012
Entrust New Direction IRA, Inc. August 2010 - May 2011
American Water May 2010 - August 2010
American Water May 2007 - August 2007
Skills
Account Reconciliation, Access, Budgets, Auditing, Microsoft Excel, Financial Reporting, Public Speaking, GAAP, Internal Controls, Financial Analysis, Financial Accounting, General Ledger, Microsoft Office, Accounting
Education
Franciscan University of Steubenville 2006 — 2010
Bachelor's of Science, Accounting, 3.89
Eastern Regional High School
Tatum, a Randstad company November 2014 - Present
Riveron Consulting, LP April 2013 - June 2014
Navigant Consulting April 2011 - March 2013
Clifton Gunderson, LLP March 2010 - April 2011
BDO Seidman, LLP September 2003 - March 2010
American Express Tax & Business Serivces 1995 - 2000
Skills
Strategic Thinking, Executive Level Selling, Business Solutions, Management Consulting, Litigation Support, Healthcare, Compliance, Mergers, Energy, New Business Development, Mergers & Acquisitions, Due Diligence, Strategy
Education
Southern Illinois University, Edwardsville 1985 — 1986
MBA, Finance
University of Maryland - Robert H. Smith School of Business
BS, Business Management
Davidson College
DeMatha High School
CliftonLarsonAllen October 2014 - Present
CliftonLarsonAllen January 2012 - October 2014
Clifton Gunderson LLP February 2006 - January 2012
Skills
Accounting, Auditing, CPA, Corporate Tax, GAAP, Internal Controls, Tax Accounting, Income Tax, Tax Preparation, Tax Research, Financial Accounting, Tax
Education
Grand Canyon University 2009 — 2011
MBA, Accounting
University of Phoenix 2006 — 2009
Bachelors, Accounting
Morgan Borszcz Consulting July 2011 - January 2015
Clifton Gunderson LLP July 2010 - June 2011
Clifton Gunderson LLP September 2007 - July 2010
Clifton Gunderson LLP December 2005 - September 2007
Skills
Event Planning, Marketing Strategy, Public Relations, Social Media, Marketing, Project Management, Budgets, Business Development, CRM, Strategic Planning, Marketing Communications, Customer Service, Microsoft Word, engagement control, Product Development, Proposal Writing, Program Management, Sales, Training, Marketing Management, Data Analysis, Government, Public Speaking, Consulting, Recruiting
Education
Friedman School of Nutrition Science and Policy at Tufts University 2014 — 2015
Graduate Certificate Program, Developing Healthy Communities: Nutrition, Behavior and Physical Activity
Loyola College in Maryland 2008 — 2011
MBA, Management
University of Maryland - Robert H. Smith School of Business 2003 — 2007
Bachelors of Science, Business Marketing
Academy of the Holy Cross (High School) 1999 — 2003
MTM Technologies August 2013 - Present
Guggenheim Partners March 2012 - August 2013
Clifton Gunderson LLP September 2011 - February 2012
First National Bank of Omaha February 2011 - September 2011
Skills
Citrix, Virtualization, VMware, Security, Cloud Computing, Enterprise Architecture, Microsoft Technologies, System Deployment, ITIL, Cisco Technologies, Leadership, Data Center, Infrastructure, Consulting
Education
Robert Morris University - Illinois 2009 — 2010
Master of Information Systems (MIS)
DePaul University 2006 — 2008
Bachelor of Science (BSc)
U-Haul International, Inc. May 2006 - Present
Tull Forsberg & Olson PLLC 2006 - 2006
USA Risk Group West, Inc. 2005 - 2005
Clifton Gunderson LLP 2004 - 2005
Auditor-General's Office 2002 - 2004
Financial Federal Credit, Inc. 2000 - 2001
CIT 1998 - 2000
Wells Fargo 1995 - 1995
World Savings Bank 1994 - 1995
Chicago Title Insurance Company 1992 - 1993
Skills
Accounting, Cost Accounting, Fixed Assets, Auditing, General Ledger, Budgets, Financial Analysis, Financial Statements, Finance, Microsoft Excel, Credit Analysis, Portfolio Management, Loans, Management
Education
Rockford University 1997 — 1997
Master of Business Administration (MBA)
Drake University 1989 — 1990
Bachelor's Degree, BSBA Finance Investments
Indiana University Bloomington 1986 — 1988
Business Administration
Guilford High School 1983 — 1986
High School
McGladrey January 2008 - Present
Clifton Gunderson LLP October 2004 - January 2008
Robert Half International May 2001 - May 2004
Student Travel Services August 1999 - October 2001
Skills
Strategic Sourcing, Customer Relations, Recruitment/Retention, Talent Acquisition, Technical Recruiting, Sourcing, Hiring, Accounting, Recruiting, Customer Service, Internet Recruiting, Applicant Tracking..., College Recruiting, Temporary Placement, Leadership, Temporary Staffing, Talent Management, Human Resources, Strategic Planning, Permanent Placement, Management, Management Consulting, Strategy, Contract Recruitment, Executive Search, Onboarding, Interviews, Benefits Negotiation
Education
East Carolina University 1995 — 1999
BSBA, Marketing
East Carolina University - College of Business 1995 — 1999
BSBA, Marketing/Management
Lyon Financial Services, LLC April 2015 - Present
FR&R October 2012 - April 2015
Tatum May 2012 - October 2012
All-American Care January 2011 - April 2012
Clifton Gunderson LLP August 2001 - May 2010
Skills
Financial Reporting, Due Diligence, Assurance Services, Tax Compliance, Risk Assessment, Internal Controls, Mergers & Acquisitions, Business Valuation, Auditing, Tax, Corporate Tax, Financial Statements, Cash Flow, Assurance
Education
Governors State University 1985 — 1986
BA, Accounting
The Siegfried Group, LLP September 2014 - Present
Capital Bank NA December 2013 - September 2014
Crowe Horwath LLP July 2013 - December 2013
Crowe Horwath LLP January 2009 - July 2013
Clifton Gunderson LLP January 2007 - August 2007
Skills
US GAAP, Sarbanes-Oxley Act, SEC filings, Internal Controls, GAAP, Financial Reporting, External Audit, Accounting, Auditing, CPA, Assurance, Financial Statements, Financial Accounting, Internal Audit, SEC Filings, Financial Analysis
Education
Purdue University 2004 — 2008
Bachelor of Science (BS), Accounting
Grace College and Seminary 2005 — 2005
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP January 2011 - December 2011
Meyners + Company, LLC December 2007 - December 2010
Beers & Cutler, PLLC December 1996 - October 2006
Halt, Buzas & Powell, LLP (formerly Halt, Jackson & Thrasher, LLP) July 1987 - December 1996
Skills
Tax, Tax Returns, Cash Flow, Financial Statements, Financial Reporting, Energy Efficiency..., Cost Segregation, Professional Services, Mergers & Acquisitions, Law Firms, Architectural &..., Corporate Tax, GAAP, Small Business, Tax Preparation, Income Tax, US GAAP, SEC filings, CPA, Tax Accounting, Auditing, Internal Controls
Education
Frostburg State University 1983 — 1987
Bachelor of Science, Accounting, Magna Cum Laude
Deloitte August 2014 - Present
Deloitte September 2012 - August 2014
Colorado State University August 2011 - May 2012
Clifton Gunderson LLP June 2009 - August 2009
Skills
Auditing, GAAP, Internal Controls, US GAAP
Education
Colorado State University 2011 — 2012
Master of Accountancy, Financial Accounting
Colorado State University 2007 — 2011
Bachelor of Science (B.S.) in Business Administration, Accounting
USDA - AMS - Federal Milk Market Administrator January 2015 - Present
USDA - AMS - Federal Milk Market Administrator January 2011 - January 2015
Clifton Gunderson LLP October 2005 - September 2010
The Lotias Inc November 2002 - September 2006
Skills
Tax, Auditing, Accounting, Tax Returns, Tax Preparation, General Ledger, Income Tax, Internal Controls, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, QuickBooks, Financial Analysis, Corporate Tax, Payroll, Bookkeeping, Financial Accounting, Internal Audit, Budget, PeopleSoft, Budgets, Access, Microsoft Excel, Spreadsheets, Financial Statements, Finance, GAAP, Management
Education
University of Missouri-Kansas City 2008 — 2010
Master of Business Administration (M.B.A.), Finance
DeVry University-Missouri 2002 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
University of Kansas 2000 — 2002
Associate's degree, Accounting
Mulcahy, Pauritsch, Salvador & Co., Ltd. February 2013 - Present
Children's Plus, Inc. June 2009 - January 2013
Mulcahy, Pauritsch, Salvador & Co., Ltd. October 2000 - June 2009
Ciarlette & Robbins, LLP January 1999 - October 2000
Clifton Gunderson LLP August 1997 - January 1999
Skills
Financial Reporting, Financial Accounting, General Ledger, QuickBooks, Government Accounting, Auditing
Education
Governors State University
Bachelor of Business Administration (B.B.A.), Accounting
Southern Illinois University, Carbondale
BKD CPAs & Advisors September 2010 - Present
Clifton Gunderson LLP November 2005 - September 2010
Skills
CPA, Accounting, Project Management, Microsoft Office, Microsoft Word, GAAP, Financial Reporting, Financial Accounting, Financial Analysis
Education
Huntington College 2000 — 2004
Bachelor of Science (B.S.), Accounting and Business/Management
Strategic CFO Services, LLC June 2011 - Present
GoIndustry DoveBid May 2008 - December 2010
Baltimore Technology Park 2005 - 2008
Alabanza Corporation April 2000 - August 2007
Bulkregister, LLC March 2001 - July 2006
Honeywell Technology Solutions August 1996 - April 2000
RSM McGladrey, Inc. 1993 - 1996
Clifton Gunderson LLP 1990 - 1993
Skills
Financial Modeling, Financial Analysis, Due Diligence, Strategic Planning, Financial Reporting, Accounting, Cash Flow, Government Contracting, Auditing, Mergers, Restructuring, Risk Management, Process Improvement, Business Strategy, Internal Controls, Executive Management, Six Sigma Process..., M&A experience, Contract Negotiations, Cash Flow Management, Turn Around Management, Debt & Lease Financing, Financial Systems..., B2B eCommerce, Treasury Management, Bank Financing, Proposal Pricing, Benchmarking, Six Sigma, Corporate Finance, Pricing, Debt, Financial Management, Financial Planning, Business Planning, Start-ups, Forecasting, Budgeting, Financial Accounting, GAAP, Management Consulting, Manufacturing, Cash Management, Cost Reduction, P&L Management, Cost Accounting, Leadership, Mergers & Acquisitions, Strategic Financial..., Finance
Education
The Johns Hopkins University - Carey Business School 1996 — 2000
MBA, Strategic Management
Frostburg State University 1986 — 1990
B.S., Accounting, Business
Ceridian Corporation 2007 - 2011
Prairie Meadows Racetrack and Casino December 2005 - July 2007
LWBJ Financial March 2004 - December 2005
Clifton Gunderson LLP September 2001 - June 2002
Econo Foods February 2000 - September 2001
2001 Video and Rent to Own August 1993 - August 1997
Skills
Ceridian Payroll System, Ceridian, Cybershift, Kronos Timekeeping, E-Time, Siebel, CRM, ADP ReportSmith, Enterprise Software, ProSystem fx Tax, Microsoft Office, Microsoft Excel, Microsoft Word, ADP Payroll, QuickBooks, Spectrum, Payroll Taxes
Education
Hawkeye Community College 1997 — 1999
College Diploma, Accounting, 3.379
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen July 2012 - October 2014
Elon University September 2009 - May 2012
Clifton Gunderson LLP May 2011 - August 2011
Eggspectation July 2007 - August 2010
Skills
GAAP, Auditing, Financial Reporting, Financial Accounting, Internal Controls, Tutoring, Nonprofits, Teamwork
Education
Elon University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Deloitte June 2014 - Present
IBM September 2012 - July 2014
Grant Thornton April 2010 - September 2012
Clifton Gunderson LLP January 2008 - 2010
Skills
Auditing, Internal Controls, GAAP, Assurance, Accounting, Financial Reporting, US GAAP, Internal Audit, External Audit, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, CISA, Public Speaking, Managerial Finance, Payroll, Enterprise Risk..., Financial Statements, Budgets, Business Formation, Accounting for Small...
Education
Christopher Newport University
B.S, Accounting
American Packaging Corporation January 2014 - Present
QBE Regional Insurance September 2008 - January 2014
QBE Regional Insurance (Sun Prairie, WI) 2008 - January 2014
QBE the Americas 2002 - January 2014
Clifton Gunderson LLP November 2006 - September 2008
General Casualty September 2000 - November 2006
QBE Regional Insurance 2000 - 2006
Swanson Services Corporation 1995 - 2000
Skills
Disaster Recovery, Servers, VMware, Citrix, IIS, Active Directory, Windows Server, Citrix Metaframe, Virtualization, Group Policy, vSphere, VMware Infrastructure, VMware ESX, Microsoft Exchange, HP
Education
Concordia University-Wisconsin 1996 — 1998
Bachelor (need 12 credits to reach), Management and Communication
TEGNA September 2014 - Present
Gannett December 2013 - September 2014
Gannett December 2011 - November 2013
Clifton Gunderson LLP June 2009 - November 2011
Clifton Gunderson LLP May 2008 - January 2009
Skills
Auditing, Financial Statements, Managerial Finance, Internal Controls, GAAP, CPA, Internal Audit, Sarbanes-Oxley Act, SEC filings, US GAAP, Financial Reporting, External Audit, Financial Accounting, Sarbanes-Oxley, Financial Audits, Accounting
Education
Frostburg State University 2008 — 2009
MBA
Frostburg State University 2004 — 2008
BS, Accounting
AEGON Senior Financial AnalystAthene USAOctober 2014 - Present
Varde Partners November 2013 - September 2014
CBRE August 2013 - October 2013
AEGON February 2008 - August 2013
Clifton Gunderson LLP June 2007 - February 2008
Skills
Financial Analysis, Financial Reporting, Financial Audits, Analysis, Insurance, Statutory Accounting, Finance, Sarbanes-Oxley Act, Tax Credits, Accounting, Internal Controls, Customer Service, Auditing, Microsoft Office
Education
Coe College
Bachelor of Science, Public Accounting, Business Administration
McKesson November 2013 - Present
McKesson April 2013 - November 2013
McKesson June 2010 - April 2013
McGladrey & Pullen 2004 - April 2010
Clifton Gunderson LLP 1998 - 2004
Skills
Audit, Auditing, Financial Reporting, Accounting, Internal Controls, Forecasting, Variance Analysis, Inventory Valuation, Due Diligence, Contractual Agreements, Controllership Functions, Analysis, General Ledger, CPA, Financial Statements, Financial Analysis, Sarbanes-Oxley Act, Finance
Education
Virginia Commonwealth University 1996 — 1998
BS in Science, Accounting
East Carolina University
BS in Science, Biology
CliftonLarsonAllen LLP January 2012 - Present
Clifton Gunderson LLP September 2001 - December 2011
Skills
Federal Government, Auditing
Education
Central Michigan University
MA, Management
University of South Carolina-Columbia
BS, Accounting
Vaco July 2014 - Present
Barry Glasser & Company January 2012 - July 2014
JD1 & Associates January 2007 - May 2012
Clifton Gunderson LLP 2005 - 2007
Williams, Adley & Company-DC, LLP 2003 - 2005
DJB Contracting January 2001 - January 2003
Price Waterhouse January 1997 - January 1998
CSTEA January 1994 - January 1997
United States Navy January 1989 - January 1993
Skills
Bookkeeping, Internal Controls, Sarbanes-Oxley, GAAP, Analysis, Accounting, Financial Audits, Financial Reporting, Internal Audit, Auditing, Tax, Consolidation, Budgets, Management Consulting, Finance, Income Tax, Financial Statements, Sarbanes-Oxley Act, CPA, Fixed Assets, Financial Accounting
Education
Howard University School of Law 1998 — 2001
Juris Doctor, Business Law
Howard University School of Business 1993 — 1997
Bachelor Business Administration, Accounting
Administrative Position May 2013 - Present
Myers and Stauffer LC January 2013 - May 2013
PHBV Partners LLP January 2012 - May 2013
Clifton Gunderson LLP November 2009 - May 2013
Pfluger Associates, LP January 2007 - April 2008
Cornerstone Healthcare Group September 2006 - December 2006
Dell March 2006 - July 2006
DocuData Solutions 2005 - 2006
Dell April 2004 - August 2004
Convio, Inc May 2002 - January 2004
Skills
Outlook, Project Management, Office Management, Microsoft Excel, Spreadsheets, Program Management, Inventory Management, Database Administration, Event Management, Contract Management, Purchasing, Scanners, Crystal Reports, Metrics, Policy Analysis, ISO, Administrative..., Microsoft Word, Office Administration, Internal Communications, PowerPoint, Accounting, Management, Accounts Payable, Payroll, Software Documentation, QuickBooks, Marketing, Administration, Accounts Receivable, Process Scheduler, Time Management, PeopleSoft, Human Resources, Employee Relations, Administrative...
Education
Various Training Institutes 1984 — 2013
Career Development / Skills Classes
Sussex County Community College 1984 — 1991
Business Administration/Marketing
County College of Morris 1979 — 1983
Nursing/Business
North Hills Neighborhood Association 2008 - Present
Clifton Gunderson LLP 2005 - 2008
Rowland Nursery, Inc 1998 - 2004
Group Health Association February 1978 - April 1997
Humana Group Health Plan, Inc 1994 - 1997
Group Health Association, Inc 1993 - 1994
Skills
Microsoft Office, Excel, Access, PowerPoint, Word, SQL, Windows, Problem Solving, Data Analysis, Troubleshooting, Research, Teamwork, Analysis, Databases, Documentation, MS Office Suite, Visual Basic, Security, Programming, Public Speaking, VBA, Microsoft Pub, Language Forums, Facilitor, Teaching English as a..., Management, Leadership, SDLC, Requirements Analysis, Software Documentation
Education
Central New Mexico Community College 2006 — 2009
Associate, Business and Information Technologies
Northern Virginia Community College 1980 — 1981
Accounting and Business/Management
University of Albuquerque 1969 — 1970
Theology and Ethics
Humboldt State University 1967 — 1968
Continuing Studies, Oceanography
Anchorage Methodist University 1965 — 1966
Continuing Studies, Advanced Music Theory
Manzano High School
Manzano High School
Manzano High School
Manzano High School
Manzano High School
The Children's Place Association January 2007 - Present
THE CHILDREN'S PLACE ASSOCIATION December 2006 - Present
Not-for=Profit CFO Group Chicago, Illinois 2006 - 2014
SEADAC 2005 - 2012
Lutheran Social Services of Illinois 1999 - 2007
Network Lutheran Social Services of Illinois January 1999 - January 2006
Clifton Gunderson LLP 1991 - 1999
Doty Jarrow & Co January 1989 - January 1991
Doty Jarrow & Co January 1987 - January 1989
Doty Jarrow & Co January 1986 - January 1987
Skills
Non-profits, Accounting, Management, Auditing, Program Management, Managerial Finance, Financial Analysis, Nonprofits, General Ledger, Forecasting, Budgets, Analysis, Payroll, Financial Statements, Account Reconciliation, Finance
Education
DePaul University 1982 — 1986
BA, ACCCOUNTING
DePaul University 1982 — 1986
Bachelor of Science, Accounting
Hubbard High School 1978 — 1982
Buckner Wadsworth & Associates, LLP November 2004 - Present
Intuit Proadvisor Program May 2006 - Present
Clifton Gunderson LLP December 2002 - November 2004
Skills
Tax Preparation, Tax, Tax Returns, QuickBooks, Payroll, Revenue Recognition, Financial Analysis, Corporate Tax, Accounting, Training, Tax Accounting, Fixed Assets, Small Business, General Ledger, Accounts Receivable, Partnership Taxation, US GAAP, Accounts Payable, Cash Flow, Customer Service, Financial Accounting, Bookkeeping, Cost Accounting, Accruals, Bank Reconciliation, Journal Entries, Account Reconciliation, Balance, Accountants, Variance Analysis, Preparation, Budgets, Auditing, Financial Statements
Education
Regis University 2003 — 2006
B. S. Accounting
Colorado State University
B. S. Child Development
Accounting and Auditing Professional in Transition 2012 - Present
Defense Finance and Accounting Service (DFAS) 2010 - 2011
FirstEnergy Corp. 1997 - 2009
Centerior Energy Corporation 1986 - 1997
The Cleveland Electric Illuminating Company 1981 - 1986
The Cleveland Electric Illuminating Company 1978 - 1981
Eaton Corporation 1978 - 1978
Clifton Gunderson LLP 1974 - 1978
Skills
Accounting, Auditing, Consolidated Financial..., CPA, Financial Analysis, Financial Reporting, General Ledger, Internal Audit, Regulatory Reporting, SAP, SEC Financial Reporting, Variance Analysis, SEC filings, Sarbanes-Oxley, Finance, Financial Statements, Analysis, Budgets, Forecasting, Account Reconciliation, Internal Controls, Management, Financial Accounting, Sarbanes-Oxley Act, US GAAP, GAAP
Education
Cleveland State University
MBA, Finance & Accounting
Cleveland State University
BBA, Accounting
St. Joseph High School, Cleveland
Myers and Stauffer LC May 2013 - Present
Myers and Stauffer LC January 2013 - April 2013
PHBV Partners LLP January 2012 - December 2012
Clifton Gunderson LLP August 2011 - December 2011
US Congress January 2010 - May 2010
Skills
Healthcare, Auditing, Government, Accounting, Medicaid, US GAAP, Medicare Advantage, Managed Care, Project Management, FX Engagement, Financial Analysis, Financial Reporting, CPA, Assurance
Education
Indiana University - Kelley School of Business 2010 — 2011
Masters of Science, Accounting
Georgetown University 2010 — 2010
Public Policy Program
University of Miami - School of Business 2006 — 2009
BSBA, Accounting
Ide Concrete Homes April 2005 - Present
IBTS LLC February 2003 - December 2012
Clifton Gunderson LLP 1994 - 2003
Skills
Construction, Green Building, Budgets, Contractors, Contract Negotiation, Residential Homes, Team Building, Team Leadership, Small Business, Contract Management, Strategic Planning, Process Scheduler, Negotiation, Project Planning
Education
Coe College 1990 — 1994
Bachelor of Science (BS), Accounting and Business/Management
Webb City High School 1986 — 1988
Pason Systems USA January 2006 - Present
Pason Systems 2006 - Present
Clifton Gunderson LLP January 1997 - January 2007
Iowa Student Loan Liquidity Corp. 1992 - 1996
Education
Drake University 1997 — 1999
Accounting
University of Iowa 1987 — 1992
BA, Economics
Waste Management March 2013 - Present
Catalina Marketing August 2009 - March 2013
AT&T January 2009 - August 2009
PepsiCo October 2007 - June 2009
Clifton Gunderson LLP February 2007 - October 2007
Skills
Data Modeling, Dashboard, OLAP, Microstrategy, Data Warehousing, Business Intelligence, Data Integration, Dimensional Modeling, ETL, Data Mining, Data Warehouse..., Teradata, Informatica
Education
Robert Morris University 2004 — 2005
MS, Information technology
Harvard Business School
Certificate - Business Administration and Management
CliftonLarsonAllen July 2010 - Present
Clifton Gunderson LLP January 2007 - June 2010
Clifton Gunderson LLP January 2005 - December 2006
Skills
Assurance, GAAP, Accounting, Auditing, CPA, Yellow Book, OMB Circular A-133, Internal Controls, Financial Accounting, Financial Reporting, Financial Statements, Single Audit, External Audit, Government Accounting, Financial Audits, US GAAP
Education
Colorado State University 2003 — 2004
Master of Science, Financial Accounting
Colorado State University 1998 — 2003
BS, Accounting and Finance
Village of Montgomery September 2013 - Present
Village of Sugar Grove August 2004 - August 2013
Ernst & Young July 2003 - August 2004
Baker Tilly Virchow Krause, LLP October 2001 - July 2003
McGladrey & Pullen July 1997 - October 2001
Clifton Gunderson LLP November 1995 - July 1997
Skills
Internal Controls, Auditing, CPA, Government Accounting, Financial Analysis, Financial Statements, Cash Management, Budgets, Forecasting, Risk Management, Financial Reporting, Finance, Accounting, Tax, Investments
Education
Drake University 1991 — 1995
B.S.B.A., Accounting, Finance
The Siegfried Group December 2013 - Present
Carolinas Healthcare System August 2012 - November 2013
McGladrey January 2011 - August 2012
Clifton Gunderson LLP August 2008 - January 2011
Kimberly-Clark February 2008 - June 2008
KPMG US July 2006 - February 2008
Doehring, Winders & Co. LLP July 2005 - June 2006
McGladrey 2004 - 2005
Skills
Internal Controls, Auditing, Accounting, Financial Reporting, GAAP, Finance, Accounts Receivable, Financial Statements, US GAAP, CPA, Financial Accounting, Sarbanes-Oxley Act, Tax, Internal Audit, Assurance, Financial Analysis, Account Reconciliation, Nonprofits, General Ledger, Sarbanes-Oxley, External Audit, Fixed Assets, Financial Audits, Variance Analysis, Consolidation, Tax Preparation, Cash Flow, Revenue Recognition, Cost Accounting, Journal Entries, Accounts Payable, PeopleSoft, Accruals, Managerial Finance, Business Process..., Bank Reconciliation, Training, Process Improvement, Tax Returns, Bookkeeping, Management Accounting, Big 4, COSO, Accountants, Small Business, Monthly Close, FASB, Preparation, Consolidated Financial..., SOX 404
Education
Eastern Illinois University 2001 — 2004
Bachelor of Science, Business; Accounting
OSF HealthCare System June 2011 - Present
OSF HealthCare System January 2008 - June 2011
Amdocs 2006 - 2007
Clifton Gunderson LLP November 2003 - August 2006
Skills
A+ Certified, Six Sigma, Citrix Certified..., Windows, Citrix, Microsoft Certified..., Citrix Metaframe, XP, Disaster Recovery, Process Improvement, Data Center, HP Proliant, Servers, Windows Vista, Active Directory, System Administration, Troubleshooting, Windows Server, VMware ESX, IIS, Software Documentation, VMware, CompTIA, MCSA, Integration, Visio, Cisco Technologies, Microsoft Exchange, SharePoint, Windows 7, DNS, DHCP, Network Architecture, IT Service Management, Routers, Information Technology, Security, Technical Support, LAN-WAN, Switches, Networking, Wireless Networking, ITIL, Cisco Nexus, Network Security, System Deployment, Cisco Call Manager, IT Management, Group Policy, Vendor Management
Education
DePaul University
Bachelor of Arts (B.A.), Business and Information Systems
Victoria Marschner, CPA 2006 - Present
Clifton Gunderson LLP January 1997 - November 2006
Small Boulder CPA Firms October 1987 - February 1997
PwC August 1986 - August 1987
Skills
Bookkeeping, Sales Tax, QuickBooks, Compilation, Financial Reporting, GAAP, General Ledger, Tax Accounting, Payroll Taxes, Financial Accounting
Education
University of Denver - Sturm College of Law 1985 — 1986
Master of Taxation, Taxation
Colorado State University
Bachelor of Science, Finance and Accounting
Santoni, Paulk & Glos, LLC January 2014 - Present
Tillman & Santoni LLC December 2012 - December 2013
CliftonLarsonAllen January 2012 - November 2012
Clifton Gunderson LLP June 2006 - December 2011
Georgia State Golf Association June 2003 - May 2006
The James Polk Company LLC December 1999 - August 2002
Skills
Accounting, GAAP, Internal Controls, Auditing, Financial Reporting, Financial Accounting, US GAAP, Financial Analysis, Assurance, SEC filings, Fixed Assets, Due Diligence, Mergers, Income Tax, Employee Stock Options, Estate & Gift Taxation
Education
Emory University - Goizueta Business School 1995 — 1999
J.D./M.B.A., Tax & Finance
Emory University School of Law 1995 — 1999
JD/MBA, Finance/Tax
St. John 's Children's Hospital October 2013 - Present
St. John's Hospital May 2011 - December 2011
Clifton Gunderson LLP January 2001 - November 2006
Computer Sciences Corporation 1985 - 1986
General Electric Information Systems Co 1982 - 1985
Honeywell Information Systems 1979 - 1982
Skills
Healthcare, Excel, Word, PowerPoint, Research, Social Services, Hospitals, Tax, Tax Preparation, Microsoft Excel, QuickBooks, Microsoft Word
Education
University of Illinois at Urbana-Champaign 2009 — 2011
MSW, Social Work
D'Amore-McKim School of Business at Northeastern University 1979 — 1986
MBA, Finance/Marketing
University at Albany, SUNY
B.S., Biology, Chemistry, Medical Technology
University of Illinois Springfield
Accounting
Sikich December 2007 - Present
Clifton Gunderson LLP December 2004 - December 2007
Education
Eastern Illinois University 1989 — 1993
BS in Business, Accounting / Economics
Castro & Company March 2012 - Present
Clifton Gunderson LLP 2008 - 2012
UHY Advisors 2006 - 2008
Deloitte & Touche - Federal Assurance Services 1999 - 2005
Gardiner, Kamya & Associates, PC 1995 - 1999
Skills
Federal CFO Act..., Accounting, Accounts Payable, CPA, Sarbanes-Oxley Act, Financial Audits, Internal Controls, Auditing, GAAP, Risk Assessment, Financial Reporting, Financial Analysis, Internal Audit, Budgets, Financial Statements, Financial Accounting, Project Planning, Business Process...
Education
Howard University
Bachelor of Science (B.S.), Finance, General
Roedl & Partner 2012 - Present
Robert Half International October 2011 - January 2012
Robert Half International July 2011 - September 2011
Robert Half International May 2011 - June 2011
Robert Half International May 2009 - January 2011
Clifton Gunderson LLP January 2009 - March 2009
Corptax LLC September 2007 - May 2008
Office of the Special Deputy 2003 - 2007
Skills
Accounting, Tax Returns, Hyperion Enterprise, Tax Research, Finance, Tax Accounting, Financial Reporting, Tax, Accounts Payable, Account Reconciliation, CPA, GAAP, Fixed Assets, Income Tax, Depreciation, Payroll
Education
Roosevelt University 1998 — 2001
MBA, business
DeVry University
BS, Computer Information Systems
Harper College
AAS, Accounting;
Maria Parham Medical Center November 2010 - Present
MYERS & STAUFFER April 2009 - November 2010
Clifton Gunderson LLP March 2008 - April 2009
Defense Contract Audit Agency August 2006 - March 2008
Skills
Budgets, Analysis, Auditing, Accounting, Internal Controls, Training, General Ledger, Cost Accounting, Financial Reporting, Accounts Payable, Strategic Planning, Financial Analysis, Healthcare, Integration, Hospitals, Kronos Timekeeping, parallon workforce..., Productivity Software, Microsoft Office, Microsoft Word, Leadership, Microsoft Excel
Education
Regent University 2015 — 2017
Master of Business Administration (MBA), Accounting
Elizabeth City State University 2002 — 2006
Bachelor of Science, Business Administration- Banking & Finance Concentration
Elizabeth City State University 2002 — 2006
Bachelor of Science, Accounting
Deloitte August 2010 - Present
Clifton Gunderson LLP June 2008 - August 2010
CGI September 2006 - June 2008
Educational Support Services May 2005 - September 2006
Skills
SharePoint, .NET, C#, Databases, C++, ASP, Access, IIS, Business Analysis, Java, Microsoft SQL Server, Oracle, Requirements Analysis, SDLC, SQL, Security Architecture...
Education
George Mason University 2001 — 2006
B.S., Computer Science
Clarian Health Partners July 2008 - Present
Resources Global Professionals 2004 - 2007
Clifton Gunderson LLP 2002 - 2004
Education
Cincinnati State Technical and Community College 1994 — 1997
No, Computer Programming
JSM Property Management October 2010 - Present
Clifton Gunderson LLP May 2006 - October 2010
Education
Eastern Illinois University 2001 — 2006
Chicago Public Schools June 2010 - Present
Education Pioneers June 2010 - August 2010
Applied Strategies International, Ltd. October 2008 - May 2010
Ernst & Young September 2005 - September 2008
Clifton Gunderson LLP 2000 - 2004
Education
University of Illinois at Chicago 2009 — 2011
Masters, Educational Policy Studies
ESADE Business School 2005 — 2005
University of Illinois at Urbana-Champaign - College of Business 2004 — 2005
Masters Degree, Accountancy
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelors of Science, Accountancy
Buckner Wadsworth & Assoociates, LLP October 2004 - Present
Clifton Gunderson LLP August 1999 - September 2004
Higgins Meritt & Burdick P.C. December 1992 - July 1999
Skills
Tax Preparation, Organizational..., Tax Accounting, Accounting, Community Engagement, Financial Analysis, Income Tax, Due Diligence, Budgets, Mergers & Acquisitions, Corporate Tax, Tax, Small Business, Tax Research, Auditing, Customer Service, Strategic Financial...
Education
Fort Lewis College 1988 — 1992
BA, Accounting, Economics
Wegner LLP, CPA's & Consultants November 2003 - Present
Wegner LLP CPA's & Consultants October 2003 - December 2008
Dale E Kunin CPA September 1995 - October 2003
Clifton Gunderson LLP 1987 - 1994
Skills
Bookkeeping, Tax, Peachtree, Income Tax, Financial Analysis, Strategic Financial..., CPA, Professional Mentoring, QuickBooks, Tax Preparation, S Corporations, Accounting, Payroll, Management Consulting, Leadership, Sales Tax, Tax Accounting, Tax Returns, GAAP, Financial Planning, Tax Research, Small Business
Education
University of Wisconsin-Madison 1981 — 1984
M.S., Accounting
University of Wisconsin-Madison 1974 — 1976
BA, History
Coe College 1971 — 1973
Three Jewels Accounting & Tax March 2013 - Present
Hayward & Associates PC August 2012 - December 2012
Flewelling & Company, PC February 2012 - April 2012
Mark H. Carson & Associates, PC October 2008 - December 2011
Brock and Company September 2007 - July 2008
Wild Oats Markets October 2003 - February 2007
Clifton Gunderson LLP January 2000 - June 2003
StorageTek March 1997 - December 2000
Abbott Labs January 1990 - January 1997
Skills
Tax Accountant, Accounting, Tax, Income Tax, Corporate Tax, Tax Compliance, Tax Preparation, Excel, Tax Returns, Partnership Taxation, Reconciliation, Tax Research, Microsoft Office, Word, Sales Tax, Outlook, Account Reconciliation, IRS, CPA Licensed in CO, Microsoft Excel
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1992
MST, Tax Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1986
MSA, Acountancy
Creighton University 1979 — 1982
BA, Psychology
HarrisData June 2010 - Present
HarrisData January 2010 - June 2010
Merge Healthcare November 2008 - October 2009
HarrisData March 2004 - November 2008
Clifton Gunderson LLP 2001 - 2004
Skills
Account Management, Customer Service, Project Management, Business Development, Cross-functional Team..., Business Analysis, Training, Team Building, Process Improvement, New Business Development, Sales Management, Microsoft Office, Strategic Planning, Employee Benefits, Management, Integration, Program Management, Sales Operations, Sales, Solution Selling, Business Intelligence, Leadership, Software Implementation, Change Management, SaaS, Team Leadership
Education
Harvard University 1977 — 1981
Phillips Exeter Academy 1975 — 1977
ACL Computers and Software, Inc. July 2010 - Present
Clifton Gunderson LLP November 2008 - May 2010
Grant Thornton September 2007 - November 2008
Skills
Financial Reporting, GAAP, Accounting, Auditing, Financial Analysis, CPA, Tax Preparation, US GAAP, Tax, Financial Statements, Corporate Tax, Financial Accounting, Income Tax, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Sales Management, Account Management, Operations Management, Sales Operations
Education
Drexel University 2002 — 2007
BS Business Administration, Accounting
Drexel University 2002 — 2007
Bachelor of Science (B.S.), Business Administration - Accounting
Ascension Health Senior Care October 2014 - Present
Alexian Brothers Health System March 2014 - October 2014
Tiffany Care Centers, Inc. March 2001 - February 2014
Clifton Gunderson LLP 1999 - 2001
Sumner Carter Hardy and Felling September 1997 - 1999
Coopers & Lybrand October 1995 - 1997
Skills
Financial Reporting, Financial Analysis, Managerial Finance, Accounting, Forecasting, Financial Modeling, Internal Controls, Budgets, Finance, Mergers & Acquisitions, Strategic Financial..., Auditing, Process Improvement, Corporate Finance, Financial Accounting, Cash Flow, Risk Management, Cash Management, Strategic Planning
Education
Northwest Missouri State University 1994 — 1995
BS, Accounting
Evangel University 1987 — 1991
BBA, Management
Contractor October 2009 - Present
JDA Software December 2008 - October 2009
Clifton Gunderson LLP June 2008 - October 2008
Jefferson Wells April 2007 - June 2008
Washington Mutual Bank November 1996 - March 2007
Boeing September 1991 - November 1996
Skills
Tax
Education
Golden Gate University 1995 — 1997
MS, Taxation
Washington State University 1987 — 1991
BA, Economics
CDW February 2012 - Present
Clifton Gunderson LLP September 2008 - February 2012
Clifton Gunderson Technology Solutions 2000 - February 2012
SWWDB January 1999 - August 2000
Skills
Citrix, Virtualization, Citrix Metaframe, Active Directory, Windows Server, Xen, Server Architecture, VDI, VMware Infrastructure, Microsoft Exchange, Servers, Cisco Technologies, Storage Area Networks, Network Administration, Windows 7, VMware ESX, SQL, Operating Systems, XenClient, Disaster Recovery, Group Policy, SAN, Microsoft Technologies, Provisioning, Data Center, IIS, DNS, Windows Server 2003, Windows Server 2008, XenServer, xendesktop, Provisioning Services, Exchange, Sexy, VMware, Linux VDA, Citrix XenDesktop, Netscaler, Citrix XenApp, Windows Server 2012
Education
Edgewood College 1992 — 1997
BS, Communication Arts
National Railway Equipment Co. December 1999 - Present
Steele Temkin Advisors June 2005 - December 2010
Clifton Gunderson LLP June 1983 - October 1999
US Army October 1947 - June 1969
Skills
Strategic Planning, Estate Planning, Retirement Planning, Public Speaking, Strategic Financial..., Financial Analysis, Business Coaching
Education
Duke University - Fuqua School of Business 1988 — 1988
Managing Partner Leadship Institute
Roosevelt University 1960 — 1961
Federal Estate Tax
Northwestern University 1954 — 1960
Accounting and Finance
Not Applicable February 2012 - July 2012
Arlington, VA January 2012 - January 2012
Clifton Gunderson LLP August 2000 - December 2011
Skills
Auditing
Education
Florida State University - College of Business 1956 — 1960
BS, Accounting
New York City Transit May 2015 - Present
State of NY Metropolitan Transportation Authority October 2013 - May 2015
Kearney & Company August 2011 - August 2013
Assurance Tax Accounting, P.C. January 2013 - April 2013
Clifton Gunderson LLP July 2009 - August 2011
Skills
Internal Controls, GAAP, Auditing, CPA, US GAAP, Access, Financial Statements, QuickBooks, Account Reconciliation, Financial Accounting, Financial Reporting, Accounting, Fixed Assets
Education
Oklahoma State University 2005 — 2009
B.S, Business Administration; Accounting
Central New Mexico Community College 2000 — 2011
TDS™ April 2015 - Present
TDS Telecom November 2014 - April 2015
TDS Telecommunications Corp. January 2012 - November 2014
Wipfli LLP September 2010 - January 2012
Wipfli LLP January 2010 - April 2010
Clifton Gunderson LLP January 2009 - April 2009
University of Wisconsin-Madison February 2007 - December 2008
Capitol Insurance Companies May 2008 - August 2008
Skills
QuickBooks, Accounting, Accounts Receivable, General Ledger, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Financial Analysis, GAAP, CPA, Microsoft Excel, US GAAP, Accounts Payable
Education
University of Wisconsin-Madison 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Wisconsin-Madison - School of Business 2005 — 2008
BBA, Accounting/Risk Management and Insurance
Federation University Australia 2004 — 2004
N/A, Study Abroad
University of Wisconsin-Marathon County 2003 — 2004
Associate, Liberal Arts and Sciences
CliftonLarsonAllen January 2011 - August 2015
Clifton Gunderson LLP June 2009 - January 2011
Skills
Financial Reporting, Financial Analysis, Auditing, Internal Controls, Assurance, GAAP, Federal Government, Microsoft Excel
Education
Elon University 2005 — 2009
Bachelor's Degree, Accounting
Elon University - Martha and Spencer Love School of Business 2005 — 2009
BS, Accounting
FIS March 2014 - Present
FIS October 2009 - Present
Metavante April 2006 - May 2010
GE Healthcare 2001 - 2006
Case New Holland July 1996 - July 2001
Clifton Gunderson LLP January 1995 - June 1996
Skills
Process Improvement, Finance, Management, Financial Analysis, Leadership, Sarbanes-Oxley Act, Forecasting, US GAAP, Strategic Planning, Financial Reporting
Education
Marquette University 1997 — 1999
Masters, Finance
Concordia University-Wisconsin 1991 — 1995
Bachelors, Accounting & Business Management
Circle Forensic Consulting, LLC October 2009 - Present
Crawford & Company September 2013 - April 2014
Naden/Lean, LLC November 2006 - October 2009
Clifton Gunderson LLP May 2005 - November 2006
McLean Kohler Sparks and Hammond 2002 - 2005
Gross, Mendelsohn & Associates, P.A. 1996 - 2002
Campos & Stratis January 1989 - June 1996
Skills
Valuation, SAS70, Transfer Pricing, Forensic Accounting, Expert Witness, Forensic Analysis, Business Valuation, Risk Management, Litigation, Risk Assessment, Fraud, Dispute Resolution, Estate Planning, Corporate Finance, Certified Fraud Examiner, Private Investigations, Insurance, Financial Analysis, Due Diligence, CPA, Accounting
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1988 — 1989
MBA, Finance & Accounting and Control
Whittier College 1986 — 1988
BA, Business Administration
Cardinal Gibbons High School 1980 — 1984
Mueller & Co., LLP February 2009 - April 2009
Clifton Gunderson LLP November 2006 - June 2008
Nykiel Carlin & Co. February 1998 - October 2006
Education
Elmhurst College 1996 — 1998
B.S, Accounting
Harper College 1995 — 1996
A.S., General
Northern Illinois University 1994 — 1994
Central Beer Distributors, Inc. November 2014 - Present
Aspirus November 2013 - November 2014
Wipfli LLP October 2011 - November 2013
Clifton Gunderson LLP September 2007 - October 2011
Skills
Accounting, CPA, GAAP, Auditing, Financial Reporting, US GAAP, Financial Statements, Financial Accounting, Assurance, External Audit, Fixed Assets, Financial Audits, Internal Controls, Tax Research
Education
University of Wisconsin-Milwaukee 2005 — 2007
MSA, Accounting
Concordia University-Wisconsin 2001 — 2005
Michael Simoniello, CPA February 2010 - Present
The Step2 Company January 2009 - February 2010
Forest City Enterprises 2005 - 2009
PASCO 2002 - 2005
Sherwin Williams 1992 - 2002
Sherwin Williams 1989 - 1992
Sherwin Williams 1986 - 1989
Sherwin Williams 1985 - 1986
Sherwin Williams 1983 - 1985
Clifton Gunderson LLP 1982 - 1983
Skills
Accounting, Forecasting, Mergers & Acquisitions, Leadership, Financial Analysis, Financial Reporting, Management, Internal Controls, Due Diligence, Integration, Mergers, Analysis, Project Planning, Consolidation, Cash Flow, Financial Accounting, Finance, US GAAP, Account Reconciliation, Process Improvement, Strategic Planning
Education
Cleveland State University
BBA, Accounting
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP December 2011 - December 2011
Clifton Gunderson LLP March 2008 - December 2011
Skills
Forensic Accounting, Accounting, Enterprise Risk..., Sarbanes-Oxley Act, CPA, Financial Analysis, GAAP, Auditing, Tax Preparation, Internal Audit, Tax, Assurance, Internal Controls, US GAAP, Financial Accounting, External Audit, Financial Statements, Financial Reporting, General Ledger
Education
Old Dominion University 2000 — 2001
Masters, Taxation
Clark Atlanta University 1985 — 1986
Bachelor of Arts, Accounting
Spelman College 1982 — 1983
Economics
Parkland Management Company July 2015 - Present
The Mutual Fund Store April 2012 - March 2015
The Lipson Group, Inc. September 2002 - November 2010
Sterling (Division of National City Bank) August 1999 - October 2001
Clifton Gunderson LLP September 1998 - July 1999
Kimball E. Rubin & Associates November 1996 - August 1998
Nash & Nash Attorneys at Law May 1995 - October 1996
Ernst & Young LLP May 1991 - April 1995
Skills
Asset Allocation, High Net Worth..., Estate Tax Planning, Tax, Estate Planning, Finance, Investments, Client Service Oriented, client service manager, Office Management, Office Administration, Accounting, Key Account Management, Tax Preparation, Income Tax, Wealth Management
Education
Cleveland State University - Cleveland-Marshall College of Law 1989 — 1992
JD, Law
Indiana University Bloomington 1985 — 1989
BS, Accounting
Brown Smith Wallace July 2015 - Present
Brown Smith Wallace June 2013 - June 2015
CliftonLarsonAllen January 2012 - June 2013
Clifton Gunderson LLP June 2010 - January 2012
Humes & Barrington, LLP October 2005 - June 2010
National Benevolent Association December 2001 - October 2005
Convergys November 2000 - December 2001
Skills
IT Audit, Training, Citrix, Networking, Network Administration, IT Controls, Great Plains Software, Technical Support, Troubleshooting, Information Security, Information Security..., Internal Controls, Operating Systems, GLBA, SSAE 16, Auditing, CISA, Financial Institutions, Standards Compliance, System Administration, Active Directory, SAS94, Microsoft Dynamics GP, Public Speaking, Information Technology, Management, Internal Audit, Network Security, SAS70
Education
Maryville University of Saint Louis 1996 — 1999
BS, Information Systems
Davidson College 1987 — 1988
Mathematics
US Treasury, Special Inspector General for TARP (SIGTARP) June 2009 - February 2015
Stevenson University September 2006 - March 2011
Reznick Group September 2008 - June 2009
Clifton Gunderson, LLP August 2005 - April 2008
FBI September 1979 - July 2005
Skills
Certified Fraud Examiner, Forensic Accounting, Fraud, Forensic Analysis, Information Assurance, Litigation Support, Auditing, Interrogation, Investigation, Private Investigations, Internal Investigations, Criminal Investigations, Evidence, Counterintelligence, Homeland Security, Law Enforcement
Education
University Maryland University College 1990 — 1995
Master, International Business, 3.6
Drexel University - College of Business and Administration 1971 — 1974
Bachelor's Degree, Accounting, 2.6
Anne Arundel Community College 1969 — 1971
Associate's Degree, Business Administration and Management, General, 2.9
Jarden Corporation September 2010 - Present
Tennessee Valley Authority August 2008 - September 2010
Pfizer 2001 - 2008
Clifton Gunderson LLP 1998 - 1999
Clifton Gunderson LLP 1998 - 1999
Skills
Sarbanes-Oxley Act, Cost Accounting, Forecasting, Accounting, Auditing, Financial Analysis, Financial Reporting, GAAP, Hyperion Enterprise, Internal Controls, Managerial Finance, General Ledger, Internal Audit, Variance Analysis, Process Improvement, Budgets, SAP, ERP, Continuous Improvement, Financial Accounting, Cross-functional Team..., Business Process..., Strategic Planning, Analysis
Education
Haslam College of Business at the University of Tennessee 2003 — 2004
MBA, MBA
University of Wisconsin-Whitewater 1993 — 1997
BS, Accounting
LETS Sparkle LLC July 2015 - Present
Capital One May 2013 - September 2013
PHBV Partners LLP January 2012 - March 2012
Clifton Gunderson LLP January 2011 - December 2011
Clifton Gunderson LLP July 2008 - December 2010
Clifton Gunderson LLP September 2006 - June 2008
Focus CPA Group January 2006 - September 2006
Skills
Payroll, Accounts Receivable, Tax, Auditing, Accounting, Project Planning, Policy, Management, Corporate Tax, Managerial Finance, Internal Controls, Financial Statements
Education
Virginia Commonwealth University 2003 — 2006
Bachelors, Accounting
ECPI University 2000 — 2002
Associates, IT Programming
Sherwood College, Nainital 1993 — 1998
Auckland House School 1989 — 1992
Aegon Asset Management July 2013 - Present
AEGON USA September 2009 - July 2013
Transamerica, Investments and Retirement June 2007 - September 2009
Transamerica, Investments and Retirement March 1999 - June 2007
Clifton Gunderson LLP June 1996 - March 1999
Skills
Leadership, Process Improvement, Management, Financial Analysis, Business Analysis, Team Building, Project Management, Strategic Planning, CPA, Financial Services, Accounting, Analysis
Education
University of Iowa 2011 — 2013
Master of Business Administration (MBA)
Coe College 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Myers and Stauffer LC January 2013 - Present
Clifton Gunderson LLP February 2005 - December 2012
Skills
GAAP, CPA, Internal Controls, Auditing, US GAAP, Assurance, Accounting, Tax, Financial Reporting, External Audit, Financial Accounting, SEC filings, Tax Accounting, Financial Statements, Financial Analysis
Education
East Carolina University 2000 — 2004
BSA and MSA, Accounting
Deloitte May 2012 - Present
Clifton Gunderson LLP January 2009 - May 2012
Skills
Accounting, Audit, Assurance, Internal Controls, US GAAP, External Audit, Financial Accounting, Financial Statements, SEC filings, Internal Audit, Sarbanes-Oxley Act, Financial Audits, General Ledger, Enterprise Risk...
Education
George Mason University 2006 — 2008
BS, Accounting
James W. Minnery, CPA, CFP 1991 - Present
DFAS February 1996 - May 2006
Deloitte January 1988 - May 1991
Clifton Gunderson LLP July 1984 - September 1987
Flannery & Foster CPAs June 1979 - July 1984
Baden & Linden CPAs June 1976 - June 1979
Skills
Accounting, Strategic Financial..., Financial Reporting, Financial Analysis, Tax, Small Business, Income Tax, Financial Accounting, Internal Controls, Account Reconciliation, QuickBooks, Financial Statements, Trusts, Tax Returns, CPA, Corporate Tax, Auditing, General Ledger, Member of AICPA, Forensic Accounting
Education
The University of Akron 1992 — 1993
MS TAXATION, TAXATION
Cleveland State University 1976 — 1978
MBA, ACCOUNTING
Cleveland State University 1971 — 1975
BBA, ACCOUNTING
Entrepreneurial Services Group LLC 2002 - Present
Kris G. Gulick CPA PLC 2002 - Present
Liveware 5 2000 - 2002
Clifton Gunderson LLP 1994 - 2000
Group Five Hospitality 1992 - 1994
McGladrey & Pullen 1990 - 1992
Ernst & Young 1986 - 1990
Skills
Accounting, Strategy, Financial Analysis, Budgets, Strategic Financial..., Small Business, Strategic Planning
Education
Coe College 1985 — 1986
BA, Accounting
University of Iowa 1980 — 1982
MA, Recreation Education
University of Northern Iowa 1977 — 1980
BA, Recreation Administration
Cornell College
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP 2010 - 2011
Skills
CPA, Internal Controls, Financial Accounting, Accounting, Income Tax, GAAP, Auditing, Financial Reporting, Tax Preparation, Tax, US GAAP, Corporate Tax, External Audit, Assurance, Tax Accounting, Financial Statements, Fixed Assets, Tax Returns, Tax Research
Education
Drexel University
Crowe Horwath LLP August 2007 - Present
Clifton Gunderson LLP January 2003 - August 2007
Skills
Income Tax, Tax Research, Sales Tax, Tax, Tax Preparation, COMPUTER SKILLS..., Tax Compliance, Tax Audits, Tax Returns, Corptax, Payroll Taxes, Nexus, Corporate Tax, Federal Tax, S Corporations, Partnership Taxation, Tax Services, Compliance, Tax Accounting, FAS109, Individual Taxation, State Compliance, State Taxation, OneSource, SAP, Financial Statements, Fixed Assets, Accounting, State Tax
Education
Northern Illinois University - College of Business 2001 — 2002
Bachelor of Science, Accountancy
College of DuPage 1998 — 2000
Associate of Arts, Accounting
ANOLA Consulting & Associates August 2011 - Present
Deloitte & Touche LLP May 2010 - September 2011
Clifton Gunderson LLP November 2007 - May 2010
Tai Pedro & Associates May 2007 - November 2007
The Siegfried Group January 2004 - April 2007
PNC Global Investment March 2000 - December 2003
Education
Brooklyn College 1995 — 1999
Bachelor of Science, Accounting
Nigerian Navy Secondary School
SEAKR Engineering December 2011 - Present
Ehrhardt Keefe Steiner Hottman July 2006 - December 2011
Clifton Gunderson LLP 2003 - 2006
Skills
Process Improvement, Auditing
Education
Gonzaga University 1995 — 2000
BBA, Accounting
Eastern Illinois University January 2010 - Present
Clifton Gunderson LLP 2011 - 2011
Education
Eastern Illinois University 2010 — 2012
Graham Packaging February 2014 - Present
Johns Hopkins University January 2012 - February 2014
Clifton Gunderson LLP January 2011 - January 2012
Graham Packaging December 2009 - January 2011
McGladrey & Pullen January 2005 - December 2009
Skills
Accounting, Non-profits, Coaching, Auditing, Internal Audit, Mentoring, Real Estate, Budgets, Tax, Process Improvement
Education
Clarion University of Pennsylvania 2003 — 2004
Masters, Business Administration
Clarion University of Pennsylvania 1999 — 2003
Bachelor of Business Administration, Accounting
LightHouse Business Information Solutions, LLC February 2012 - Present
Clifton Gunderson LLP January 2011 - December 2011
Meyners + Company November 1999 - December 2010
Skills
Active Directory, XP, Windows Server 2003, Servers, Adobe Acrobat
Education
Cochise College 1994 — 1996
Clifton Gunderson LLP
Skills
Accounting, Auditing, Financial Analysis, Budgets, Microsoft Excel, Financial Statements, Financial Reporting, Finance, CPA, Financial Accounting, GAAP, Tax Advisory, Internal Controls, Leadership, Tax, Community Outreach, Tax Preparation, Teaching, Public Speaking, Event Planning
Education
University of Kansas 1968 — 1969
Master of Accountancy, Accounting, Tax & Auditing
Graceland University 1961 — 1965
Bachelor of Business Administration (BBA), Accounting
Illinois High School Association September 1999 - Present
Clifton Gunderson LLP June 1998 - August 1999
Education
Eureka College 1996 — 1998
Bachelor of Science, Accounting
Heartland Community College 1992 — 1994
Associates Degree, Accounting
WebAssign November 2013 - Present
Hughes Pittman & Gupton LLP January 2013 - November 2013
McGladrey & Pullen January 2011 - March 2012
Clifton Gunderson LLP January 2008 - September 2010
Skills
Revenue Recognition, Financial Reporting, Auditing, Accounting, Internal Controls, Financial Accounting, US GAAP, General Ledger, Financial Statements, IT Audit
Education
East Carolina University 2005 — 2007
BSBA, Accounting
Centers for Medicare & Medicaid Services July 2014 - Present
Centers for Medicare & Medicaid Services September 2013 - July 2014
MedStar Health April 2011 - September 2013
Clifton Gunderson LLP October 2009 - April 2011
Schochor, Federico and Staton, P.A. September 2007 - September 2009
University of Maryland Medical Center August 2004 - September 2007
Skills
HIPAA, Medicaid, Healthcare Management, Healthcare, Medical Billing, Healthcare Information..., Managed Care, Process Improvement, Insurance, Hospitals, Nursing, Health Insurance, Policy, Medical Coding, Medical Records
Education
The Johns Hopkins University 2003 — 2004
Bachelor of Science (BS), Nursing
DeSales University 1999 — 2003
Bachelor of Arts (B.A.), Biology, General
The Denver Hospice October 2008 - Present
EKS&H December 2001 - October 2008
Clifton Gunderson LLP April 1997 - August 2001
Education
Colorado State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Maher Duessel May 2013 - Present
KPMG US January 2012 - April 2013
Clifton Gunderson LLP August 2008 - January 2012
Skills
Alternative Investments, Manufacturing, Not for Profit, Colleges and..., Elder Care, Tax Preparation, Inventory Analysis, Accounting, Technical Accounting..., US GAAP
Education
Elizabethtown College 2004 — 2008
Bachelor of Science (BS), Accounting