Clifton Gunderson LLP
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Clifton Gunderson LLP Employees
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP 2001 - December 2011
Amtrak 1996 - 2001
Robert Reimers Enterprises Inc. June 1990 - June 1995
Skills
IT Audit, Auditing, HIPAA, GAAP, Internal Controls, Assurance, Internal Audit, Enterprise Risk..., SSAE 16, Accounting, Sarbanes-Oxley Act, CISA, CPA, Security, Information Security, US GAAP, Information Security..., External Audit, COBIT, SAS70, Financial Statements, Financial Audits
Education
The Johns Hopkins University - Carey Business School 2000 — 2005
MS, Information and Telecommunication Systems
Temple University - Fox School of Business and Management 1983 — 1998
BBA, Accounting/Finance
EY January 2011 - Present
Ernst & Young July 2012 - September 2012
Clifton Gunderson LLP January 2010 - January 2011
Rothstein Kass January 2009 - March 2009
Skills
Assurance, Auditing, US GAAP, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, External Audit, Financial Accounting, Financial Statements, GAAP, Sarbanes-Oxley, CPA, Financial Audits, SOX 404
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 2003 — 2008
BBA, Accounting
Gonzales Consulting Services, Inc. July 2007 - Present
Gonzales Consulting Services, Inc. January 1999 - July 2007
Gonzales Consulting Services, Inc. September 1996 - January 1999
Clifton Gunderson LLP February 1995 - August 1996
Bondi & Co, LLC February 1994 - February 1995
OppenheimerFunds April 1993 - February 1994
OppenheimerFunds April 1992 - March 1993
OppenheimerFunds October 1990 - March 1992
Skills
Accounting, Human Resources, Financial Reporting, Mergers, Strategic Planning, Finance, Budgets, Financial Analysis, Managerial Finance, Forecasting, Payroll, Business Strategy
Education
The University of North Dakota 1985 — 1989
Bachelor of Science (B.S.), Accounting
CliftonLarsonAllen June 2009 - Present
State of New Mexico April 2012 - October 2012
Clifton Gunderson LLP June 2009 - November 2011
Chugach Alaska Corporation February 2008 - May 2009
Skills
Accounting, Microsoft Office, Analysis, Auditing, Accounts Payable, QuickBooks, Accounts Receivable, Financial Reporting, Financial Analysis, Account Reconciliation, Payroll, General Ledger, Internal Controls, Tax, Access, Microsoft Excel, Internal Audit, Fixed Assets
Education
Saint Joseph College of Maine 2010 — 2013
Master's in Accountancy, Accounting, 3.5 GPA
Troy University 2003 — 2008
BS, Business Administration
Store Supply Warehouse May 2011 - Present
Clifton Gunderson LLP July 2009 - May 2011
Humes & Barrington, LLP August 2007 - June 2009
Skills
Accounting, CPA, GAAP, Auditing, Financial Reporting, Financial Statements, Fixed Assets, Internal Controls, General Ledger, US GAAP, Financial Accounting
Education
Truman State University 2006 — 2007
MAcc, Accounting
Truman State University 2002 — 2006
B.S., Accounting
Harvin & Associates, LLC June 2011 - Present
The University of Maryland Medical System January 2014 - August 2015
Associated Catholic Charities February 2012 - January 2014
Presbyterian Home of Maryland, Inc June 2010 - February 2012
Clifton Gunderson LLP May 2008 - November 2009
The Baltimore Sun December 2006 - May 2008
Skills
Accounting, Auditing, Internal Controls, QuickBooks, PeopleSoft, Analysis, Microsoft Excel, Financial Audits, Financial Reporting, Journal Entries, Financial Accounting, Tax, Financial Analysis, GAAP, Bank Reconciliation, Financial Statements, General Ledger, Internal Audit, Accounts Receivable, Access, Variance Analysis, Budgets, Microsoft Office, Bookkeeping, Management, Microsoft Word, Invoicing
Education
University of Baltimore 2011 — 2014
Masters of Business Administration
Towson University 2005 — 2009
Bachelor's of Science, Accounting
Saint Louis University June 2014 - Present
University of Wisconsin Milwaukee August 2012 - May 2014
CDW February 2011 - January 2012
ASQ April 2008 - February 2011
Clifton Gunderson, LLP October 2010 - January 2011
ASQ January 2008 - April 2008
University Resident Living 2004 - 2005
Skills
Data Analysis, Market Research, Training, SPSS, Quantitative Research, Process Improvement, Report Writing, Coaching, Leadership, Non-profits, Microsoft Excel, Nonprofits, Marketing, Survey Design, Higher Education, Project Management, Student Counseling, Public Speaking, Presentations, Editing, Teaching, Budgets, MAP-Works, Survey Programming, Microsoft Office, Social Media, Analysis, Statistics, Marketing Research, PowerPoint, Counseling Psychology, Client Counseling, Small Group Counseling
Education
University of Wisconsin-Milwaukee 2012 — 2014
Master of Science (M.S.), Educational Psychology
University of Wisconsin-Stevens Point 2003 — 2007
Bachelor of Arts, Psychology
Université de Caen Normandie 2006 — 2006
French, French History
Blakehurst March 1999 - Present
Clifton Gunderson LLP January 1991 - March 1999
Skills
CPA, Accounting, General Ledger, GAAP, Internal Controls, Financial Reporting, Financial Accounting, Fixed Assets, Variance Analysis, Financial Analysis, Medicare Cost Reporting..., Healthcare Management, Budget Forecasts, Cash Management, Strategic Planning
Education
Towson University 1983 — 1991
Batchelor of Science, Accounting
Towson University
Bachelor's degree, Accounting and Business/Management
National Flood Services December 2013 - Present
Time Warner Cable August 2011 - December 2013
Time Warner Cable April 2011 - December 2013
Clifton Gunderson LLP August 2006 - August 2010
Skills
Auditing, General Ledger, Financial Reporting, Internal Audit, Internal Controls, Account Reconciliation, Accounts Payable, Financial Analysis, QuickBooks, Accounts Receivable, GAAP, Accounting, PeopleSoft, Sarbanes-Oxley Act, Financial Statements, Financial Accounting, Bookkeeping
Education
University of Kansas 2000 — 2005
Economics
Starwood Hotels & Resorts Worldwide, Inc. October 2014 - Present
Deloitte & Touche September 2011 - September 2014
Clifton Gunderson LLP May 2010 - August 2010
Skills
Microsoft Excel, Accounting, External Audit, Internal Controls, Financial Reporting, SEC filings, Sarbanes-Oxley, GAAP, Auditing, US GAAP, Big 4, Sarbanes-Oxley Act, Financial Accounting, Assurance, SEC Filings
Education
University of Arizona 2010 — 2011
Master's degree, Accounting
University of Arizona 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
MorganFranklin Consulting January 2014 - Present
MorganFranklin Corporation November 2012 - Present
CliftonLarsonAllen January 2012 - November 2012
Peace Corps 2008 - 2012
Clifton Gunderson LLP July 2008 - December 2011
Clifton Gunderson LLP April 2008 - June 2008
UHY Advisors 2006 - 2008
UHY Advisors, Inc. (also doing business as Urbach Kahn & Werlin) 2006 - 2008
Skills
GAAP, US GAAP, Internal Controls, Accounting, Auditing, CPA, Financial Statements, Sarbanes-Oxley Act, Financial Reporting, Financial Audits, Financial Accounting, External Audit, Internal Audit, SEC filings, General Ledger, Assurance
Education
State University of New York College at Plattsburgh 2002 — 2005
Accounting and Business/Management
State University of New York College at Plattsburgh 2002 — 2005
Accounting and Business/Management
Phillips, LLC April 2006 - Present
Brown & Phillips, LLC November 2003 - March 2006
Clifton Gunderson LLP January 1996 - October 2003
William H. Norris, P.A. January 1995 - December 1995
Skills
Tax, Tax Preparation, Accounting, CPA, GAAP, Finance, Process Improvement, Auditing, Corporate Tax, Internal Controls, Financial Statements, Financial Analysis, Financial Accounting, US GAAP, Income Tax
Education
University of Baltimore
Bachelor of Science (BS), Accounting
Ernest Healthcare January 2013 - Present
UNM Hospitals November 2010 - January 2013
Clifton Gunderson LLP July 2007 - August 2010
Skills
Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable, Financial Analysis, Auditing
Education
The University of New Mexico 2002 — 2006
Bachelor's degree, Accounting
Menaul School 1999 — 2002
High School Diploma
CRST International January 2015 - Present
McGladrey August 2011 - December 2014
Riverside Casino & Golf Resort August 2010 - August 2011
Clifton Gunderson LLP August 2009 - March 2010
Skills
Auditing, Financial Reporting, Accounting, Microsoft Excel, Internal Controls, Sarbanes-Oxley Act, GAAP, General Ledger, Assurance, Financial Accounting, Tax, Fixed Assets, Internal Audit, Financial Statements, Microsoft Office, External Audit, SOX 404, Corporate Tax, Sarbanes-Oxley, SAS70, US GAAP, CPA, Account Reconciliation
Education
Truman State University 2004 — 2009
Master's degree, Accounting
Health Fidelity February 2015 - Present
TapInfluence May 2013 - February 2015
Self-employed May 2010 - June 2013
BiOptix January 2011 - May 2013
Bright Horizons January 2010 - June 2010
Work Options Group July 2006 - December 2009
Otologics, LLC June 2004 - July 2006
RNDC February 1999 - May 2004
Pearl Izumi October 1996 - December 1998
Clifton Gunderson LLP October 1995 - October 1996
Skills
ADP Payroll, Software Conversions, MAS500, Great Plains Software, QuickBooks, ADP ReportSmith, ADP ezLaborManager, PEO, Xcel, Supervisory Experience, Tax Compliance, Business Process..., Startups, Paychex, Paperless Acounting..., FRx Report Writer
Education
Truman State University 1989 — 1993
Bachelor of Science (BS), Accounting
Wagner Barnes & Griggs, PC September 2013 - Present
Community Resource Services of Colorado January 2013 - June 2013
Community Resource Services of Colorado August 2011 - December 2012
Clifton Gunderson LLP December 2008 - April 2011
PG-USA dba Tehama August 2006 - November 2008
Mastercraft Cabinets March 2004 - June 2006
Norcraft Companies, LLC formerly Starmark, Inc. October 2003 - March 2004
Norcraft Companies, LLC formerly Starmark, Inc. March 2002 - October 2003
Starmark, Inc. January 2001 - March 2002
Starmark, Inc. April 1997 - December 2000
Skills
Accounting, Process Improvement, Great Plains Software, General Ledger, Consulting, CPA, Manufacturing, Customer Service, Inventory Control, US GAAP, GASB, Governmental Accounting, Government Auditing, Audit, Financial Statements, Internal Controls, Management, Auditing, Forecasting, Finance
Education
The University of South Dakota
Master of Business Administration (MBA)
The University of South Dakota
Bachelor of Science in Business Administration, Accounting
FedChoice Federal Credit Union January 2013 - Present
McGladrey October 2011 - January 2013
Clifton Gunderson LLP May 2005 - September 2011
Skills
Local Government, Audit, Financial Institutions, Auditing, Accounting, Banking, Compliance, Financial Reporting, Internal Audit, Credit Unions, Internal Controls, Account Reconciliation, Financial Accounting, US GAAP, Accounts Payable, Cost Accounting, SEC filings, Financial Statements, Tax Accounting, Fixed Assets, General Ledger, GAAP, Finance
Education
Towson University 2008 — 2013
MBA, Finance
Towson University 2001 — 2005
Bachelors, Accounting
Prudential Capital Partners August 2013 - Present
J.P. Morgan July 2012 - August 2013
Credit Agricole / Hedgeserv June 2006 - July 2012
Credit Suisse March 2005 - June 2006
Clifton Gunderson LLP June 2003 - March 2005
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Accounting, Analytical Finance, Entrepreneurship
University of Dayton 1999 — 2003
BS, Accounting and Finance
Advance - We Live and Breathe This Stuff.™ (Baltimore, Maryland) August 2014 - Present
Wallenius Wilhelmsen Logistics August 2012 - August 2014
Wallenius Wilhelmsen Logistics August 2012 - December 2012
UMBC Training Centers April 2007 - August 2012
Edward J. Gill & Associates September 2003 - April 2005
Erickson Retirement Communities December 2002 - September 2003
Clifton Gunderson, LLP January 2001 - September 2002
Skills
Accounting, Financial Reporting, Auditing, Payroll, Budgeting, Human Resources, Salary Review, Financial Forecasting, Cash Flow Forecasting, Cash Management, SQL, Public Speaking, Tax, Human Capital, Internal Controls, Process Control, Non-profits, Cost Accounting, Peachtree, Hyperion Interactive..., JD Edwards, Budgets, PowerPoint, Finance, Leadership, Management, Training, Nonprofits
Education
Rogers CPA Review 2014 — 2015
CPA Exam Review Course, CPA Exam
Towson University 1997 — 2002
B.S., Accounting
CliftonLarsonAllen 2010 - Present
Clifton Gunderson LLP 2003 - 2010
Clifton Gunderson LLP 1996 - 2002
American Girl 1995 - 1996
ACDI 1993 - 1995
The World Bank 1991 - 1993
Skills
Event Management, Marketing Strategy, Market Planning, Marketing, Newsletters, Leadership, Trade Shows, Management, Proposal Writing, Budgets, Direct Mail, Marketing Research, Sponsorship, Project Planning, Email Marketing, Direct Marketing, Strategic Communications, Social Media Marketing, Marketing Management, Marketing Communications, Press Releases, Lead Generation, Small Business, Online Marketing
Education
The George Washington University 1990 — 1993
M.A.
Tufts University 1986 — 1990
B.A.
Institut d’Études Françaises La Rochelle Business School 1988 — 1988
Deloitte August 2014 - Present
Deloitte August 2012 - Present
CliftonLarsonAllen May 2011 - August 2012
Clifton Gunderson LLP January 2009 - May 2011
Skills
Accounting, Auditing, Financial Accounting, Internal Audit
Education
Towson University 2007 — 2011
Bachelors of Science, Accounting
Rogers & Company PLLC December 2013 - October 2014
Deloitte & Touche November 2009 - October 2013
Clifton Gunderson LLP April 2008 - November 2009
UHY Advisors April 2007 - April 2008
Skills
Auditing, Assurance, Internal Controls, Enterprise Risk..., Internal Audit, Federal Government, Business Process..., Management Consulting, External Audit, Project Management, IT Audit, GAAP, Governance, Accounting, SAS70, Financial Accounting, CPA
Education
State University of New York College at Plattsburgh 2002 — 2006
B.SC, Acounting and Business
KPMG April 2014 - Present
Deloitte & Touche November 2009 - April 2014
Clifton Gunderson LLP April 2008 - December 2009
UHY Advisors Mid-Atlantic, Inc June 2006 - March 2008
Jenkins, Law, Beecher & Bethel LLP May 2005 - August 2005
Skills
Internal Controls, Financial Accounting, DoD, Audit, Process Improvement, Federal Government, Accounting, Auditing, Financial Reporting
Education
State University of New York College at Plattsburgh 2002 — 2006
B.S., Accounting and Business
KPMG March 2014 - Present
Optum/QSSI May 2012 - March 2014
Clifton Gunderson LLP March 2010 - May 2012
FDA July 2008 - March 2010
Centers for Medicare & Medicaid Services March 1998 - June 2008
Skills
Policy, Medicaid, Auditing, Health Insurance, Financial Analysis, Medicare, Financial Reporting, CPA, Project Management, Management Consulting, Business Development, Healthcare, Managed Care, Internal Controls, Accounting, Government, Informatics, HIPAA, Program Management, Business Strategy, Management, Process Improvement, Strategic Planning
Education
The Johns Hopkins University 2013 — 2017
Master's degree, Clinical Informatics and Health IT
George Washington University 2008 — 2009
Masters Certificate, Project Management
University of Baltimore 1998 — 2002
Master of Business Administration (MBA), Health/Health Care Administration/Management
University of Maryland Baltimore 1994 — 1998
Master of Science (MS), Nursing and Health Policy
University of Maryland Baltimore 1989 — 1991
BSN, Registered Nursing/Registered Nurse
Maryland Association of CPAs March 2014 - Present
Business Learning Institute December 2012 - Present
Maryland Association of CPAs December 2012 - Present
SC&H Group August 2009 - November 2012
The Ohio Society of CPAs September 2008 - June 2009
SC&H Group June 2008 - August 2008
Clifton Gunderson LLP June 2007 - September 2007
Maryland Association of CPAs June 2003 - June 2004
Skills
Auditing, Financial Reporting, Accounting, Financial Accounting, Internal Controls, Corporate Tax, Non-profits, GAAP, Financial Statements, Microsoft Excel, CPA, External Audit, Nonprofits, US GAAP, Assurance, Leadership, Financial Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Bachelor of Science in Business Administration, Specializing in Accounting and Sports Management
RallyUp.com, Inc. May 2013 - Present
AnchorBox, LLC August 2011 - October 2013
PacketTrap, LLC September 2009 - June 2013
Izonim, Inc. April 2006 - December 2009
Clifton Gunderson LLP July 2002 - April 2006
Datahelp, Inc. September 1987 - July 2002
ContainerTrack, LLC April 1994 - March 2000
Skills
Start-ups, Entrepreneurship, Business Strategy, Executive Management, Business Development, Product Management, Marketing, Nonprofits, Product Innovation, Fundraising, Accounting, Management, SaaS, Strategic Partnerships, Leadership, Strategy, Mergers & Acquisitions, Business Analysis, Software Project..., Customer Service, Strategic Planning, New Business Development, Product Development, Market Research, Revenue & Profit Growth
Education
University of Arizona 1978 — 1982
BS in Business Administration, Finance
Pinnacle Consulting Group, Inc. May 2015 - Present
JBS March 2013 - May 2015
Fort Collins Figure Skating Club 2014 - 2015
Accounting & Financial Womens Alliance August 2011 - July 2014
Eetrex Incorporated July 2012 - March 2013
Sample & Bailey, CPAs September 2011 - May 2012
Stone Pine Accounting Services, LLC August 2010 - June 2011
Clifton Gunderson LLP May 2010 - August 2010
Compassion and Choices August 2007 - June 2010
Quality Test Services May 2006 - September 2006
Skills
QuickBooks, Financial Statements, Bank Reconciliation, Microsoft Office, Income Tax, Spanish, General Journal, Accounting, Financial Reporting, Tax, Payroll, Accounts Payable, Bookkeeping, Financial Analysis, Accounts Receivable, Auditing, Financial Accounting, General Ledger, Budgets, Microsoft Excel, Journal Entries, Finance, SAP, SAP BPC, GAAP, Cash Management, Analysis, CPA
Education
University of Colorado at Denver 2006 — 2011
MS, MBA, Accounting, International Business
University of Colorado at Boulder 2000 — 2006
Bachelor of Arts (B.A.), Spanish for the Professions
QVC December 2012 - Present
Lancaster General Health April 2010 - December 2012
Clifton Gunderson LLP May 2009 - April 2010
PHEAA/AES April 2008 - May 2009
Ernst & Young, LLP July 2006 - March 2008
Skills
IT Audit, Internal Controls, Internal Audit, External Audit, Risk Management, Report Writing, Compliance, SAS70, Risk Assessment, HIPAA
Education
Susquehanna University 2002 — 2006
BS, Business Administration/Information Systems
Beverly Bareham CPA, PA December 2014 - Present
Genesee Valley Outdoor Learning Center 2014 - Present
SC&H Group LLC 2007 - December 2014
Maryland Association of CPAs July 2009 - June 2011
Katz Abosch 2006 - 2007
Clifton Gunderson LLP 2001 - 2006
Skills
Tax, Income Tax, CPA, Accounting, Corporate Tax, Sales Tax, State Tax, Tax Research, Partnership Taxation, Tax Preparation, Tax Accounting, Government Contracting, Tax Returns, Franchise Tax, US Tax, US GAAP, SALT, Financial Analysis, Financial Reporting
Education
University of Baltimore 2001 — 2004
Master, Taxation
Stevenson University 1999 — 2001
Bachelor, Accounting
Ernst & Young LLP September 2015 - Present
Practising Law Institute November 2012 - Present
America Scores Chicago February 2010 - March 2014
Clarity Advisory Group, LLC January 2012 - September 2013
AICPA January 2010 - December 2012
Clifton Gunderson LLP June 2011 - December 2011
Duff & Phelps August 2008 - April 2011
Huron Consulting Group January 2006 - June 2007
PricewaterhouseCoopers LLP February 1997 - January 2006
Andersen Worldwide 1992 - 1996
Skills
Litigation Support, Computer Forensics, Forensic Investigations, Data Management, Records Management, Forensic Analysis, Expert Witness, Litigation, Forensic Accounting, Business Strategy, Business Development, Fraud, Project Management, Risk Assessment, Leadership, Tax, CPA, Enterprise Risk..., Accounting, Due Diligence, Bankruptcy, Financial Modeling, Internal Controls, Private Equity, Management, Finance, Internal Audit, Data Analysis, Valuation, Sarbanes-Oxley Act, Private Investigations, Corporate Governance, Consulting, Business Valuation, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA
St. John The Baptist High School
University of Illinois at Chicago, College of Business Adminstration
Bachelors
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP May 2006 - December 2011
Reznick Group May 2005 - May 2006
American Express Tax and Business Services September 2003 - May 2005
Holtz Rubenstein Reminick LLP December 1999 - September 2003
Berenson LLP July 1998 - November 1999
Skills
Auditing, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Internal Audit, CPA, Financial Statements, Assurance, Finance, GAAP, US GAAP, Tax, Tax Returns
Education
St. Francis College 1994 — 1998
B.S., Accounting, Cum Laude
Charter Communications 2012 - 2013
Clifton Gunderson LLP 2006 - 2010
QWEST COMMUNICATIONS CORP 2002 - 2005
MCI Corporation 1997 - 2002
Skills
Vendor Management, Strategic Sourcing, Program Management, Accounting, Telecommunications, Contract Negotiation, Cross-functional Team..., Process Improvement, Procurement, Contract Management
Education
University of Denver - Sturm College of Law
LLM, Taxation
The University of New Mexico School of Law
JD, Law
Texas A&M University
BBA, Accounting
McGladrey November 2014 - Present
BDO USA, LLP December 2012 - November 2014
Rosen Seymour Shapss Martin & Company LLP January 2012 - December 2012
Clifton Gunderson LLP July 2008 - January 2012
Defense Contract Audit Agency July 2006 - June 2008
Skills
Auditing, Accounting, GAAP, CPA, US GAAP, SEC filings, Financial Accounting, Financial Analysis, General Ledger, Financial Statements, Assurance, Fixed Assets, CCH ProSystem fx, Audit Process Tool, IDEA
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2007
Master of Science, Accounting
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science, Accounting
Bantum Consulting Services February 2003 - Present
Williams Young LLC CPA now part of Wilfip CPA's February 2000 - May 2002
Clifton Gunderson LLP July 1992 - October 1996
Deloitte and Touche June 1979 - October 1982
Skills
Web Based Grants..., Non Profit Grants..., Accounting, Financial Reporting, Budgeting, EHR, Financial Accounting, Healthcare, Non-profits, Management Consulting, EMR, Grants, Purchasing, Cloud Computing, Financial Analysis, Accounts Payable, Forecasting, Internal Controls, General Ledger, Healthcare IT, Healthcare Information..., Fundraising, Financial Management, Quickbooks, Fixed Assets, Cash Management, Grant Writing, QuickBooks, Budgets, Managerial Finance, Auditing, Training, Income Tax, Management, Cost Accounting, Small Business, GAAP, Government, Nonprofits, Tax, Financial Audits, Sarbanes-Oxley, Revenue Recognition, SEC filings, Sage, Corporate Tax, Sarbanes-Oxley Act, Payroll, Account Reconciliation, US GAAP
Education
University of Baltimore 1978 — 1980
BS, Accounting
Georgia Military College
Resource Management
Broderick, Phillippi, Wright & Card, LLC May 2014 - Present
CliftonLarsonAllen January 2012 - May 2014
Clifton Gunderson LLP January 2011 - January 2012
Meyners + Company January 2009 - December 2010
Skills
CPA, Internal Controls, GAAP, US GAAP, Single Audit, Financial Reporting, Corporate Tax, Tax Preparation, Tax Accounting, General Ledger, Assurance, Auditing, Forensic Accounting, Tax, Income Tax, Bookkeeping, Tax Research, IFRS, Account Reconciliation, Financial Accounting, SEC filings, Payroll, Cost Accounting, Sarbanes-Oxley Act, Accounting, Partnership Taxation, Accounts Payable, Fixed Assets, QuickBooks, Internal Audit, Peachtree, Accounts Receivable, Sales Tax, Financial Audits, Great Plains Software, Financial Statements, Accountants, Government Accounting, Financial Analysis, External Audit, Sarbanes-Oxley, Tax Returns, Variance Analysis, US Tax, Revenue Recognition, ProSystem fx Tax, Managerial Finance
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2008
Bachelor of Business Administration (BBA), Accounting
FTS International September 2011 - Present
Clifton Gunderson LLP 2008 - September 2011
Deloitte & Touche 2006 - 2008
Novogradac & Company LLP 2005 - 2006
Skills
Auditing, Sarbanes-Oxley Act, Sarbanes-Oxley, SEC filings, Assurance, IPO, Internal Controls, GAAP, US GAAP, Internal Audit, Enterprise Risk..., Financial Statements, Financial Accounting, IT Audit, Financial Reporting, External Audit, Revenue Recognition, Risk Assessment, Cost Accounting, Financial Audits, CPA, Accounting, Financial Analysis, Account Reconciliation, General Ledger, Big 4
Education
Texas State University 2004 — 2005
MAcy, Accounting
Texas State University 2000 — 2004
BBA, Accounting
DirectEmployers Association January 2012 - Present
Ambassador Solutions July 2010 - January 2012
Indy Data, LLC June 2009 - March 2010
Independent Contractor March 2009 - June 2009
Clifton Gunderson, LLP September 2006 - March 2009
Meridian IQ 1999 - 2006
Source Environmental Sciences 1990 - 1999
Skills
Microsoft SQL Server, SQL, Data Analysis, Business Intelligence, T-SQL, Databases, ASP.NET, Software Development, XML, Database Design, .NET, Visual Studio, C#, Access, Web Services, Web Applications, Visual Basic, Business Analysis, VB.NET, HTML, JavaScript, Visio, SDLC, Windows Server, XSLT
Education
Stephen F. Austin State University 1983 — 1990
MS, Physics, Mathematics
Marshall High School 1979 — 1983
HS Diploma, science, math
Health Language, Inc. August 2008 - Present
Harlan M. Zeinstra, CPA July 2008 - November 2012
Clifton Gunderson LLP January 2007 - July 2008
Wells Fargo Home Mortgage January 2005 - January 2007
Harlan M. Zeinstra, CPA August 1988 - December 2004
Skills
CPA, Executive Management, Mergers & Acquisitions, Finance, Budgets, Analysis, Internal Controls, Management, Auditing, Tax, Financial Reporting, Software, CRM, Process Improvement, Financial Analysis, Mergers, Accounting, Financial Statements, Human Resources, Leadership, Consulting, Strategic Planning, Financial Accounting, GAAP, Start-ups
Education
Saint Cloud State University - G.R. Herberger College of Business 1976 — 1980
BS, Accounting
Cast Technologies, Inc. April 2006 - Present
SVI Systems, Inc. 2001 - 2006
Agregate Equipment and Supply 1999 - 2001
Clifton Gunderson LLP 1986 - 1999
Skills
Accounting, Budgeting, Financial Analysis, Budgets, Financial Reporting, Management, Microsoft Excel, Leadership, Internal Controls, Microsoft Office, Forecasting, Microsoft Word, GAAP, Fixed Assets, Business Process..., Project Management, Team Building, Operations Management, Inventory Management, Business Strategy, Tax, Strategic Planning, Process Improvement, Customer Service, CPA, Financial Accounting, Team Leadership
Education
St. Ambrose University 1982 — 1986
Bachelors, Accounting, Computer Science
AOL/SI 1978 — 1982
High school diploma, Math, Accounting
Ameriprise Financial Services, Inc. September 2014 - Present
Subcontractor May 2011 - May 2014
Fountain Green Swim Club, Inc. October 2012 - October 2014
Self-Employed September 2006 - May 2009
Clifton Gunderson LLP January 1997 - February 2006
Education
Towson University 1992 — 1996
BS, Accounting
C. Milton Wright High School
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP April 2007 - December 2011
Chavarria, Dunne & Lamey LLC October 2003 - April 2007
Mesilla Valley Accounting 2003 - 2003
Pena, Vogel, Briones & Co 2001 - 2002
Rogers, Fitzhugh & Co 1998 - 1999
Skills
GAAP, Auditing, Internal Controls, Accounting, Financial Reporting, CPA, Forensic Accounting, Financial Accounting, US GAAP, External Audit, Assurance, Financial Audits, Cash Flow, Financial Statements, Revenue Recognition, Cost Accounting, Fixed Assets, Financial Analysis, Accounts Receivable, Risk Assessment, General Ledger, Financial Modeling, Payroll, Fraud, Accounts Payable, Account Reconciliation, Variance Analysis
Education
University of Kansas - Graduate School of Business 2008 — 2011
University of Arizona, Eller College of Management 1994 — 1998
BSBA, Finance and Accounting
Albuquerque Bar Association 2012 - Present
Clifton Gunderson LLP September 2009 - March 2012
Office of the Governor, NM January 2009 - November 2009
NM Public Regulation Commission October 2007 - December 2008
Office of the Mayor 2007 - 2007
Madrid for congress 2005 - 2006
Skills
Non-profits, Event Planning, Fundraising, Public Speaking, Government, Social Media, Public Policy, Event Management, Community Outreach, Social Media Marketing, Nonprofits, Strategic Planning, Customer Service, Volunteer Management, Marketing, Social Networking, Program Management, Entrepreneurship, Media Relations, Grant Writing, Strategic Communications, Community Development, Leadership
Education
The University of New Mexico 2001 — 2008
Bachelor of Arts (BA), Economics
Exelon June 2012 - Present
Constellation Energy (merged with Exelon Corporation in Q1-2012) July 2010 - May 2012
Clifton Gunderson LLP June 2006 - June 2010
Skills
SEC filings, Accounting, GAAP, US GAAP, CPA, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Auditing, Financial Accounting, Internal Controls, General Ledger, Account Reconciliation, Financial Statements, Financial Modeling, SEC Filings
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
BS, Accounting
University of Baltimore Merrick School of Business 2012 — 2014
MBA, Finance
Sandia National Laboratories May 2015 - Present
CliftonLarsonAllen November 2014 - May 2015
CliftonLarsonAllen 2012 - November 2014
Clifton Gunderson LLP January 2011 - December 2011
Meyners + Company January 2009 - December 2010
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2008
BA, Accounting
BKD CPAs & Advisors August 2015 - Present
CliftonLarsonAllen LLP January 2012 - July 2015
Clifton Gunderson LLP November 2005 - December 2011
Deloitte & Touche April 2003 - October 2005
James DiFrancesco & Associates January 2000 - March 2003
Winograd Miller/Winograd Reichl & Associates January 1993 - December 1999
Melton & Melton, LLP July 1989 - December 1992
Skills
Auditing, Employee Benefits, Audits of Employee..., Defined Contribution, Defined Benefit, GAAP, Tax, CPA, Assurance, Pension Funds
Education
Stephen F. Austin State University 1985 — 1989
BBA, Accounting
U.S. Department of the Treasury June 2009 - Present
American Legacy Tax & Finances January 2009 - June 2009
Ash Grove Cement company September 2006 - December 2008
RSM McGladrey 2004 - 2006
Clifton Gunderson LLP 2002 - 2004
Arthur Andersen LLP 2000 - 2002
Education
University of Central Missouri 1995 — 2000
BSBA & MBA, Accounting & Taxation
AOC July 2015 - Present
Defense Contract Audit Agency August 2014 - June 2015
Global Accounting & Tax Services February 2013 - June 2014
PAHO/WHO March 2012 - December 2012
AGA Group December 2009 - August 2011
Clifton Gunderson LLP June 2007 - September 2009
GKA September 2006 - June 2007
MARRIOTT INTERNATIONAL INC. January 2005 - September 2006
Platinum Financial Group, LLC May 2000 - December 2005
COGEREM FINANCIAL SEARCH & ASSOCIATES October 1998 - January 2000
Skills
Go System Audit, FX..., PeopleSoft, QuickBooks,..., Access, Excel, Outlook,..., French(native) ..., Quickbooks, Excel, PeopleSoft, Access, PowerPoint, Outlook, Great Plains, Internal Controls, Financial Reporting, Accounting, Tax, Peachtree, Auditing, Audit, Management Consulting, Grants, Financial Accounting, General Ledger, Fixed Assets, Reconciliation, Account Reconciliation, Accounts Payable, Internal Audit, Accounts Receivable, Financial Analysis, Cash Flow, Budgeting, Payroll, US GAAP, Financial Planning, Cash Management, Balance, GAAP, Word, Non-profits, Payroll Processing, Analysis, Income Tax, Microsoft Office, Banking, Lotus 1-2-3, QuickBooks, Financial Audits, Finance
Education
Strayer University 2002 — 2003
Master, Accounting
Università di Bologna 1993 — 1998
Master, Business Economics
Connections Education February 2015 - Present
Finest Kind Landscaping & Home Improvements February 2013 - Present
Hopkins Automotive Group July 2014 - February 2015
PKS & Company, P.A. June 2010 - July 2014
Acc January 2010 - March 2010
PwC January 2007 - November 2009
Clifton Gunderson LLP October 2005 - October 2006
Werres Corporation January 2003 - September 2004
Skills
Auditing, Account Reconciliation, Financial Statements, QuickBooks, Financial Reporting, General Ledger, Reviews, Compilation Of..., Analytical Skills, Budget Process, Tax Returns, Bookkeeping, Internal Controls, Research, Microsoft Excel, Highly motivated..., Accounting, Tax, Financial Accounting, GAAP, Income Tax, Budgets, Finance, Tax Preparation, CPA, Corporate Tax, Payroll, Process Improvement, Analytics, Communication, Staff Supervision, Performance Appraisal
Education
Towson University 2003 — 2007
Bachelor's Degree, Accounting, 3.98 GPA
Davis, Agnor, Rapaport & Skalny LLC June 2014 - Present
Freeh Group International Solutions January 2013 - June 2014
George Mason University January 2013 - May 2013
Clifton Gunderson LLP October 2011 - August 2012
KPMG LLP August 1998 - October 2011
Skills
Due Diligence, FCPA, Forensic Accounting, Fraud, Investigation, Policy, Private Investigations, Risk Assessment, Risk Management, Training, Certified Fraud Examiner, Management, Corporate Governance, Internal Controls
Education
University of Miami 2014 — 2015
Master of Laws (LLM), Estate Planning
University of Baltimore 1991 — 1998
BA, MBA, JD
Mt Hebron High School
CliftonLarsonAllen May 2014 - Present
CliftonLarsonAllen January 2012 - May 2014
Clifton Gunderson LLP June 2009 - December 2011
Skills
Auditing, Single Audit, HUD audits, Microsoft Office, Microsoft Excel, Financial Accounting, US GAAP
Education
Towson University 2011 — 2014
Bachelor's Degree, Accounting
Carroll Community College 2009 — 2011
Associate's Degree, Accounting
North Carroll High School 2005 — 2009
Legacy.com August 2013 - Present
Progressive Impressions International September 2011 - July 2013
Clifton Gunderson LLP June 2011 - September 2011
Dixon Fisheries, Inc December 2010 - February 2011
Quad City Botanical Center August 2009 - May 2010
Peoria Park District May 2009 - August 2009
Aeropostale May 2008 - 2009
Peoria Park District May 2008 - August 2008
Skills
Microsoft Office, Organization, Time Management, Event Planning, Marketing Communications, Social Media, Public Relations, Customer Service, Facebook, Microsoft Excel, PowerPoint, Social Networking, Social Media Marketing, Advertising, Microsoft Word, Research, Market Research, Event Management, Marketing
Education
St. Ambrose University 2006 — 2010
Dual Major: Bachelor of Arts, Marketing and Management
Peoria Notre Dame High School 2002 — 2006
Baltimore Equitable Insurance July 2014 - Present
Stegman & Company July 2008 - June 2014
Clifton Gunderson LLP 1997 - 2000
Maryland Association of CPAs 1996 - 1997
Education
Towson University
Bachelor's degree, Accounting
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP January 1987 - December 2011
Education
St. Ambrose University 1973 — 1977
Myers and Stauffer LC January 2013 - Present
CliftonLarsonAllen LLP January 2012 - December 2012
Clifton Gunderson LLP June 2008 - January 2012
clifton gunderson 2004 - 2007
Texas State Auditor's Office 2001 - 2004
State Auditor's Office 1999 - 2001
Skills
IT Audit, Auditing, Risk Assessment, Internal Audit, HIPAA, Vulnerability Assessment, Penetration Testing, Consulting, Computer Security, CISA, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, COBIT, Accounting, Information Security..., Assurance, Information Security, SSAE16 Audit, SOC2 Audit, SOC3 Audit, Regulatory Healthcare, Performance Auditing, CRISC, Certified Fraud Examiner, Certified Internal..., INformation Technology..., Risk Management, Governance, SSAE 16, FISMA, GLBA, Security, Sarbanes-Oxley, COSO, Fraud, Business Continuity, ITGC, External Audit, PCI DSS, CISSP, Information Technology, Vulnerability Management, Security Audits, ISO 27001, Application Security, Security Awareness, NIST, IT Controls, Disaster Recovery
Education
Webster University 1990 — 1992
MBA, Computer Resource Management
Texas A&M University 1975 — 1979
BBA, Accounting
Raffa, PC September 2013 - Present
Venable LLP October 2010 - September 2013
CBIZ February 2010 - October 2010
Clifton Gunderson LLP July 2008 - February 2010
All Risks, Ltd January 2005 - July 2008
Skills
Business Development, Marketing Communications, Project Management, Marketing Strategy, Proposal Writing, Graphic Design, Research, Event Planning, Brand Management, Digital Marketing, Salesforce.com, Web Design, Web Analytics, CRM, SEO, CMS, Social Media Marketing
Education
The Ohio State University 2000 — 2004
Bachelor, Interactive Communications
Computer Career Institute at Johns Hopkins University 2008 — 2009
Masters Certificate, Multimedia Graphic and Web Design
CliftonLarsonAllen 2012 - Present
Clifton Gunderson LLP March 1975 - December 2011
Skills
Individual Taxation, Entrepreneurial..., Management Advisory..., Construction, Retail, Petroleum, Trust and estates tax...
Education
Central Missouri State University 1971 — 1973
BA, Accounting
Merrill Edge October 2014 - Present
Phocus Accounting and Tax Specialists, PLLC August 2011 - October 2014
MG Peterson Consulting, PLLC October 2008 - May 2010
Clifton Gunderson LLP October 2007 - April 2008
Skills
Corporate Tax, Individual Taxation, Financial Analysis, Partnership Taxation, Lacerte, Quickbooks, Excel, Financial Reporting, Tax, QuickBooks, Microsoft Excel, Accounting, Auditing, Bookkeeping, Finance, Financial Accounting, Financial Statements, GAAP, General Ledger, Income Tax, Tax Preparation, US GAAP
Education
University of Arizona 2005 — 2008
Bachelor of Science, Accounting
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP June 2010 - December 2011
Clifton Gunderson LLP July 2001 - May 2010
Skills
Tax, Corporate Tax, Financial Institutions, Community Banks, Personal Tax Planning, Corporate Tax Planning, Tax Accounting, CPA, Income Tax, GAAP
Education
University of Cambridge 1987 — 1990
MA, Engineering
STA Group, LLC March 2012 - November 2012
Independent Risk Management & Information Security Consultant February 2011 - April 2012
Grant Thornton LLP March 2010 - February 2011
Clifton Gunderson LLP December 2007 - March 2009
RSM McGladrey July 1997 - December 2007
RBC Mortgage April 2002 - August 2004
Sterling Plumbing Group (A Kohler Company) January 1994 - June 1997
Sterling Plumbing Group (A Kohler Company) September 1990 - December 1993
Skills
Risk Management, IT Risk, IS Governance, Security Awareness, Information Security..., Data Classification, Firewall Management, Information Technology, Information Security, Vendor Management, Security, IT Audit, Business Continuity, Programme Governance, Strategy, Governance, CISA, COBIT, Auditing, Business Process..., Firewalls, Information Security..., Disaster Recovery, CISSP, SAS70, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Risk Assessment, Information Systems, IT Risk Management, Internal Controls, ISO 27001, Business Continuity..., SSAE 16, Sarbanes-Oxley, Integration
Education
Cumberland County High School
Intrinsic
Intrinsic
Intrinsic
Tennessee Technological University
BS, Industrial Technology
Myers and Stauffer LC January 2013 - Present
PHBV Partners LLP January 2012 - December 2012
Clifton Gunderson LLP 1992 - 2011
State of Maryland-Office of Legislative Audits 1991 - 1992
Skills
Litigation Support, Auditing, Medicare, Healthcare, Accounting, Hospitals, Expert Witness, Medicaid, CPA, US GAAP, GAAP, Forensic Accounting, Internal Controls, Fraud
Education
Healthcare Financial Management Association 1999 — 1999
Certificate of Advanced Technical Study, Managed Care
Towson University 1981 — 1985
Bachelor of Science, Accounting and Economics
Myers and Stauffer LC January 2013 - Present
CliftonLarsonAllen October 2007 - December 2012
Clifton Gunderson, LLP July 2006 - September 2007
Clifton Gunderson December 2004 - June 2006
Texas State Auditor's Office April 2001 - December 2004
Texas State Auditor's Office June 1999 - April 2001
Skills
IT Audit, IT Controls, IT Governance, Information Security, TopSecret, Unix Security, Windows Security, Project Management, SSAE 16, Risk Management, Risk Assessment
Education
University of California, Berkeley 2006 — 2008
Certificate, Computer Information Systems Analysis and Design
The University of Texas at Austin 1997 — 1999
Master's, Public Affairs
University of North Carolina at Chapel Hill 1992 — 1996
BA, English
The University of Manchester 1994 — 1995
Study Abroad
Lenders Risk Services July 2013 - Present
MedStar Health December 2011 - June 2013
Price Waterhouse Coopers June 2010 - December 2011
Clifton Gunderson LLP January 2007 - June 2010
Skills
Financial Reporting, GAAP, Auditing, Internal Controls, Financial Analysis, CPA, Financial Accounting, Sarbanes-Oxley Act, Tax, Accounting, Internal Audit, Financial Modeling, Financial Statements, US GAAP, SEC filings, SEC Filings
Education
University of Baltimore 2011 — 2013
MBA, Finance
Towson University 2003 — 2007
BS, Accounting
Burns & McDonnell July 2014 - Present
Yarco September 2011 - July 2014
Clifton Gunderson LLP July 2008 - September 2011
H & R Block, Tax Preparation Office January 2009 - April 2009
Sports Illustrated July 2007 - May 2008
Skills
Auditing, Team Leadership, Financial Reporting, Financial Analysis, Financial Accounting, Microsoft Office, Microsoft Excel, Accounting, Microsoft Word, Outlook, Access, Accounts Payable
Education
The University of Kansas 2004 — 2008
BA, Economics, Business
Consortium Institute for Management & Business Analysis (CIMBA)
MorganFranklin Consulting August 2013 - Present
Deloitte & Touche LLP November 2009 - July 2013
Clifton Gunderson LLP April 2008 - October 2009
UHY Advisors May 2007 - March 2008
Hudson Valley Bank August 2005 - April 2007
Skills
Accounting, Outlook, Customer Relations, Word, Business Process, Excel, Finance, Microsoft Word, Microsoft Excel, Risk Management, Customer Service, Internal Controls, Financial Reporting, Financial Audits, Access, Management, Auditing, Financial Accounting, Financial Analysis
Education
SUNY 2002 — 2006
B.S, Accounting and Business
State University of New York College at Plattsburgh 2002 — 2006
Bacholer's, Accounting and Finance
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen January 2012 - October 2014
Clifton Gunderson LLP January 2011 - January 2012
Meyners + Company February 2007 - December 2010
Morgan Stanley January 2006 - February 2007
JP Morgan Chase October 2003 - March 2006
CUNA Mutual Group January 1998 - November 2003
Skills
Financial Reporting, Accounts Receivable, General Ledger, Office Administration, Firm Administration, Cost Control, Time and billing..., Client Billing, Accounts Payable, Management, Budgets, Account Reconciliation, Human Resources, Financial Statements, Office Management, Benefits Administration, Finance, Payroll
Education
The University of Texas at El Paso 1999 — 2004
BA, Finance
CliftonLarsonAllen January 2015 - Present
CliftonLarsonAllen, formerly Clifton Gunderson July 2008 - Present
Clifton Gunderson LLP June 2002 - May 2008
Clifton Gunderson LLP June 1997 - May 2002
Urbach, Kahn & Werlin PC May 1996 - May 1997
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, Business Process..., Financial Audits, CPA, GAAP, Assurance, Finance, Tax, Forensic Accounting, US GAAP, Analysis, Financial Accounting, External Audit, Internal Audit, Financial Statements, Sarbanes-Oxley Act, Policy
Education
The Ohio State University 1999 — 2001
Bachelor of Science, Accounting
Myers and Stauffer LC October 2012 - Present
Maxim Healthcare Services April 2011 - October 2012
McGinnity & Associates, LLC January 2007 - April 2011
Symphony Health Services September 2001 - September 2006
Clifton Gunderson LLP 1995 - 2001
Maryland Association of CPAs 1990 - 1993
Skills
HIPAA, Internal Controls, Sarbanes-Oxley, Auditing, Medicare, Accounting, Analysis, Customer Service, Project Management, Finance, Healthcare, Policy
Education
University of Arizona 1985 — 1989
BA, General Studies - Business, Pol Sci & Comm
United Way of Central New Mexico May 2015 - Present
CliftonLarsonAllen January 2012 - May 2015
Clifton Gunderson LLP January 2011 - December 2011
Meyners + Company December 1990 - December 2010
Ehrhardt, Keefe, Steiner & Hottman August 1997 - August 2000
First National Bank in Albuquerque 1989 - 1990
Farmers Market Albuquerque, NM August 1976 - August 1986
Skills
CPA, Internal Controls, Auditing, GAAP, Assurance, US GAAP, Financial Audits, Financial Statements, Nonprofits, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Accounting, Corporate Tax, Managerial Finance
Education
The University of New Mexico - Robert O. Anderson School of Management 1975 — 1985
BBA, Accounting
Grant Thornton LLP March 2010 - Present
PricewaterhouseCoopers January 2007 - March 2010
Clifton Gunderson LLP June 2002 - December 2006
Skills
Auditing, Accounting, GAAP, Assurance, Internal Controls, Federal Government, Financial Statements, Financial Analysis, Financial Reporting, Management Consulting, Tax, Revenue Recognition, US GAAP, Corporate Tax, Financial Accounting, IT Audit, SEC filings, External Audit, General Ledger, Financial Audits, CISA, Internal Audit, Income Tax, CPA, Sarbanes-Oxley Act
Education
University of Baltimore 2007 — 2012
Master of Business Administration (MBA)
Westminster College (PA) 1996 — 2000
Bachelors of Science
ERDMAN Company September 2009 - Present
Clifton Gunderson LLP February 2006 - May 2009
Winterthur North America 2005 - 2006
General Casualty 2005 - 2006
Swiss Colony 2002 - 2005
SC Data Center 2002 - 2005
Primen 2000 - 2001
Wausau Financial Systems 1997 - 2000
CCI May 1994 - July 1995
Skills
Disaster Recovery, Business Analysis, VMware, Leadership, Agile Methodologies, Process Improvement, Vendor Management, ITIL, IT Strategy, Management, Strategy, Project Management, IT Management, Analysis, Active Directory, Networking, Security, Servers, Windows Server, Troubleshooting, SharePoint, Cloud Computing, Business Intelligence, Information Technology, Microsoft SQL Server, Data Center, Integration, Program Management, Virtualization, Project Planning, Enterprise Architecture, Software Development, Visio, System Administration, System Deployment, Software Documentation, Team Leadership
Education
University of Maryland University College 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Wisconsin-Madison - School of Business 2003 — 2005
Master's, Project Management
Towson University 1990 — 1992
Bachelor of Science (B.S.), Biology
University of Maryland College Park
Master of Business Administration (MBA), Business Administration and Management, General
Weiner & Company, P.C. May 2015 - Present
CliftonLarsonAllen January 2012 - March 2015
Clifton Gunderson LLP January 2011 - January 2012
Association of Government Accountants (AGA) 2011 - 2012
Meyners + Company January 2004 - January 2011
Center For Adaptive Systems Applications 1996 - 2000
Skills
Government Accounting, CPA, Auditing, Accounting, Internal Controls, Financial Reporting, Tax Preparation, Assurance, GAAP, Tax, General Ledger, US GAAP, SEC filings, Internal Audit, External Audit, Financial Accounting, QuickBooks, Forensic Accounting, Financial Statements, Income Tax, Tax Accounting, Corporate Tax, Budgets, Sarbanes-Oxley Act, Financial Audits, Tax Returns, Certified Fraud Examiner, Bookkeeping, Sales Tax, Account Reconciliation, Peachtree, Financial Analysis, Accounts Payable
Education
The University of New Mexico - Robert O. Anderson School of Management 1994 — 1997
BBA, Accounting
University of Missouri August 2015 - Present
Keegan, Linscott & Kenon, P.C. July 2011 - Present
BDO USA, LLP October 2010 - July 2011
Healthcare Consulting and Accounting July 2010 - July 2010
Clifton Gunderson LLP January 2010 - May 2010
Keegan, Linscott & Kenon, P.C. September 2009 - January 2010
Raytheon Missile Systems May 2009 - August 2009
Bank of America 2007 - 2009
Skills
Auditing, Tax, CPA, Assurance, Finance, Nonprofits, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Sarbanes-Oxley Act
Education
University of Arizona 2005 — 2010
Bachelor of Science (BS), Accounting and Management Information Systems
Utah State University
Red Hammer LLC January 2014 - Present
Innovative Practices LLC December 2012 - December 2013
Providence Service Corporation August 2006 - January 2013
Clifton Gunderson LLP January 2004 - August 2006
Apta Software July 2001 - January 2004
United States Air Force August 1993 - August 1997
Skills
Change Management, Project Management, Program Management, Software Documentation, Process Improvement, Strategic Planning, Team Leadership, PMO, Account Management, Customer Service, Leadership, Management, Cross-functional Team..., Healthcare, Project Planning, Troubleshooting, Coaching, Operations Management, Contract Management, Analysis, Budgets, Team Building, Vendor Management, Training, Business Process..., Software Project..., Enterprise Architecture, Business Analysis, Data Analysis, CRM, Strategy, Information Technology, Requirements Analysis, Visio, Business Intelligence, System Administration, MS Project, SDLC, Healthcare Information..., IT Management, Integration, Requirements Gathering, Business Process, IT Strategy, Software Implementation
Education
University of Arizona, Eller College of Management 1998 — 2001
Bachelor of Science, Management Information Systems
Conexus Lens, Inc. July 2015 - Present
Intuor Technologies March 2015 - Present
University of Arizona, Eller MBA Program January 2010 - March 2015
Clifton Gunderson LLP October 2005 - December 2009
KPMG US September 1999 - October 2003
KPMG - San Antonio January 1999 - September 1999
Skills
Consulting, Strategic Planning, Management Consulting, Business Development, Marketing Strategy, Management, Leadership, Market Research, Analysis, Nonprofits, Training, Marketing, Data Analysis, Leadership Development, Strategy, Teaching, Program Management, Budgets, Organizational..., Project Management, Process Improvement, Public Speaking, Financial Analysis, CRM, Business Planning, Sales, Team Building, Cross-functional Team..., Team Leadership, Business Strategy
Education
The University of Texas at San Antonio
Masters In Tax
University of Tennessee-Knoxville
BS in BA, Accounting
Rogers DVS LLC June 2011 - Present
Dixon Hughes Goodman LLP June 2008 - June 2011
Deloitte Financial Advisory Services LLP June 2003 - June 2008
Clifton Gunderson LLP August 2002 - June 2003
PricewaterhouseCoopers 1999 - 2002
IPC Group (now CRA International) June 1996 - May 1999
US Navy 1987 - 1994
Skills
Experience valuing..., Experience valuing..., Experience valuing..., Experience establishing..., Experience calculating..., Intellectual Property..., Intangible Assets, Expert Witness, Business Valuation, Valuation, Patent Litigation, Litigation Support, Trade Secrets, Damages, Private Companies, Litigation, Patents, Commercial Litigation, Trademarks, Intellectual Property, Licensing, Corporate Law, Arbitration, Mediation, Fraud, Dispute Resolution, Civil Litigation
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Economics
United States Naval Academy 1983 — 1987
B.S., Physical Science
Park Tudor 1973 — 1983
HS
University of Phoenix August 2014 - Present
Johns Hopkins Health System July 2013 - Present
Johns Hopkins Hospital January 2010 - June 2013
Johns Hopkins Hospital March 2006 - December 2009
Johns Hopkins Bayview Medical Center March 2006 - April 2007
Clifton Gunderson LLP January 2005 - June 2006
Johns Hopkins Hospital February 2003 - April 2005
Skills
Revenue Cycle Management, Patient Access..., Financial Analysis, Financial Reporting, Strategic Planning, Organizational..., Global Regulatory..., Healthcare Information..., Health Insurance, Team Management, Team Building, Team Leadership, Strategic Leadership, Customer Service..., Billing Systems, Healthcare Management, Physician Relations, Healthcare Consulting, EHR, EMR, Hospitals, Epic Systems, HIPAA, Healthcare, Meditech, Physicians, Quality Improvement, Informatics, Medicaid, Medical Billing, Medicare, CPOE, HL7, Healthcare Industry, JCAHO, Inpatient, Health Policy, Process Improvement, Performance Improvement
Education
Walden University 2015 — 2020
Doctor of Philosophy (PhD), Health Services/Allied Health/Health Sciences, General
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Strayer University-Maryland 2005 — 2007
Master of Public Health (MPH), Health/Health Care Administration/Management
Strayer University-Maryland 1996 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Talk of the Town Toastmasters in DePere August 2009 - Present
FOCUS CPA Inc September 2004 - Present
SCORE "Counselors to America's Small Business" August 2009 - July 2015
PAI 2004 - 2004
Rhino Systems 2003 - 2004
Clifton Gunderson LLP May 1996 - August 2003
Skills
Financial Analysis, Sales Tax, Tax Compliance, Accounting, Small Business, Tax, Payroll, Finance, Leadership, Training, Accounts Receivable, Bookkeeping, Nonprofits, Entrepreneurship, Financial Modeling, Tax Preparation, QuickBooks, Financial Statements, Strategic Financial..., General Ledger, Accounts Payable, Cash Management, Financial Reporting, Budgets, Income Tax, Business Planning
Education
St. Norbert College 1977 — 1980
BBA, Accounting
Bay Port High School
Centers for Medicare & Medicaid Services July 2014 - Present
Myers and Stauffer LC January 2013 - July 2014
CliftonLarsonAllen January 2011 - December 2012
Clifton Gunderson LLP January 2011 - December 2011
Skills
Auditing, Financial Accounting, US GAAP, GAAP, Accounting, Financial Reporting, General Ledger, Tax, Tax Preparation, Corporate Tax, CPA, Medicare Advantage, Medicare Part D, Medicare Prescription..., Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word
Education
Towson University 2010 — 2012
MS, Accounting & Business Advisory Services
Towson University 2006 — 2010
BS, Accounting
Perceptive Software October 2011 - August 2012
Clifton Gunderson LLP September 2007 - September 2010
A Charleston Wedding 2005 - 2007
Skills
Salesforce.com, Enterprise Software, Microsoft Office, Account Management, Financial Reporting, New Business Development, Sales, Sales Process
Education
The University of Kansas 2000 — 2005
BS, Economics, Communication
Hancock Natural Resource Group September 2015 - Present
The Siegfried Group September 2014 - August 2015
CBIZ Tofias July 2011 - September 2014
QRGA LLP June 2010 - June 2011
Clifton Gunderson LLP January 2008 - May 2010
Skills
Auditing, GAAP, Financial Reporting, Accounting, Tax, Internal Controls, Financial Accounting, CPA, Tax Preparation, Financial Analysis, Assurance, IFRS
Education
Towson University 2006 — 2008
B.S.
Homestead High School 1998 — 2002
Pivot June 2014 - Present
Marquette Group March 2012 - May 2014
Simantel Group October 2007 - March 2012
Clifton Gunderson LLP January 2006 - October 2007
Kathryn Beich Fundraising June 2000 - January 2006
PricewaterhouseCoopers November 1997 - June 2000
Various Companies July 1989 - November 1997
Stein Roe & Farnham 1992 - 1996
Skills
Strategy, Strategic Planning, Program Management, Leadership, Risk Management, Internal Controls, Finance, Executive Management, Budgets, Process Improvement, Marketing Strategy, Financial Analysis, Mergers, Strategic Financial..., Project Management, Financial Modeling, Change Management, Financial Reporting, Team Building, Business Analysis, ERP, Vendor Management, Mergers & Acquisitions, Management, Project Planning, Accounting, Marketing, Lead Generation, Human Resources, Start-ups, Business Planning, Business Strategy, Business Process..., Forecasting, Financial Planning
Education
The University of Chicago Booth School of Business 1992 — 1995
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Finance
Montini
Montini
Newmont Mining Corporation December 2012 - Present
Janus Capital Group June 2009 - November 2012
Janus Capital Group October 2008 - June 2009
Janus Capital Group April 2005 - October 2008
Clifton Gunderson LLP January 2002 - March 2005
Qwest Communications January 2001 - November 2001
Q Strategies Inc. June 2000 - December 2000
PricewaterhouseCoopers March 1999 - May 2000
PricewaterhouseCoopers September 1997 - February 1999
Skills
Business Process, SAP ERP, ERP, Integration, Business Intelligence, Security, Business Analysis, Process Improvement, SAP Security..., Business Process..., CISA, Requirements Analysis, Requirements Gathering, MCDBA, Microsoft Excel, SharePoint, IT Strategy, Risk Management, SAP Implementation, SAP BI, Security Policy, Financial Systems, CPA, Databases, IT Audit, SAP BW, Internal Controls, User Acceptance Testing, Auditing, ECC, VBA
Education
University of Colorado at Boulder 1995 — 1997
BS, Business Administration
System1 Incorporated December 2013 - Present
Salient Federal Solutions June 2010 - October 2013
Verizon Communications May 2008 - December 2010
Clifton Gunderson LLP May 1999 - April 2007
Kearney and Company May 1997 - March 1999
Skills
Network Security, Security Architecture..., ISO 27001, Disaster Recovery, Security, Information Security, Computer Security, Firewalls, Risk Assessment, Information Technology, VPN, IT Audit, Integration, NIST, Data Center, ITIL, FISMA, Vulnerability Assessment
Education
Universidad Mayor de San Simón 1974 — 1977
BBA, Business Administration
Johnson Manley Lumber Company May 2013 - Present
Rain Bird Services Corporation May 2009 - May 2013
Johnson Manley Lumber Company May 2004 - May 2009
Datahelp, Inc. 2000 - September 2004
Clifton Gunderson LLP 2000 - June 2004
Scott Fricks Automotive 2000 - 2001
Arizona Honda 1995 - 1999
Skills
Customer Service, Budgets, Strategic Planning, Sarbanes-Oxley Act, Forecasting, Process Improvement, Accounting, Management, Microsoft Excel, Cross-functional Team..., Project Management, Account Reconciliation, Six Sigma, Financial Accounting, Cost Accounting, Job Costing, Inventory Management, Inventory Control, Software Project..., Software Installation, Navision, Credit Management, Cash Flow, Cash Management
Education
University of Arizona
Accounting
The Depository Trust & Clearing Corporation August 2013 - Present
Deloitte & Touche February 2011 - August 2013
DynCorp International 2010 - 2011
Clifton Gunderson LLP 2009 - 2010
Weaver and Tidwell June 2007 - May 2009
Skills
Internal Controls, Risk Assessment, CPA, CISA, IT Audit, SSAE 16, Enterprise Risk..., External Audit, Information Security..., SAP ERP Audit, IPO Readiness, Oracle SQL, Unix / Linux, COBIT, COSO, IPO, Information Technology, IT Controls, Assurance, SAS70, Internal Audit
Education
University of Texas at Dallas - Naveen Jindal School of Management
MS, Accounting and Information Management
The University of Texas at Dallas - School of Management
Internal Auditing Education Partnership (IAEP)
The University of Texas at Dallas
MS, Computer Science - Software Engineering
The Johns Hopkins University Applied Physics Laboratory November 2014 - Present
Johns Hopkins Bloomberg School of Public Health September 2012 - November 2014
Johns Hopkins Peabody Institute August 2008 - January 2012
Kensington Rose Veatch February 2004 - August 2008
Clifton Gunderson LLP August 2002 - February 2004
Whitney, Bailey, Cox & Magnani August 2000 - May 2002
Maryland Air National Guard 1986 - 2002
International Travel January 2000 - August 2000
University of Baltimore 1996 - December 1999
T. Rowe Price 1990 - 1996
Skills
Event Planning, Management, Proposal Writing, Budgets, Human Resources, Marketing Communications, Event Management, Military Experience, Operations Management, Strategic Planning, Internal Communications, Advertising, Process Improvement, Conducting Interviews, Training Delivery, Customer Service, Customer Relations, Military Operations, Budgeting, New Hire Orientation, Copy Editing, Proofreading
Education
University of Baltimore 1997 — 1999
Bachelor of Science, Business Administration concentration in Marketing, 3.7 GPA
The Community College of Baltimore County 1995 — 1997
Associate of Science, Business Administration
Glowpoint August 2010 - Present
Verizon May 2008 - May 2010
Carestream Health 2007 - 2008
Eastman Kodak 2004 - 2007
Urbach Kahn & Werlin Advisors 2002 - 2003
Clifton Gunderson, LLP 2001 - 2002
Tranzact Technologies, Inc 1999 - 2001
Education
University of Illinois at Chicago 1997 — 1998
MBA, Finance & Accounting
The Chinese University of Hong Kong 1993 — 1996
Bachelor of Science, Chemistry
Big Brothers Big Sisters 2012 - Present
Wipfli LLP December 2007 - Present
Lutz Tax and Consulting December 2004 - December 2008
Dillon Endries Otto Calmes 2006 - 2007
Clifton Gunderson LLP August 1994 - December 2004
Bober, Markey, Fedorovich & Co. October 1986 - July 1994
Skills
Tax, Tax Preparation, Accounting, Income Tax, Tax Advisory, Auditing, Small Business, Corporate Tax, CPA, Strategic Planning, Budgets, Tax Returns, Financial Planners, Financial Reporting, Tax Research, IRS, Mergers & Acquisitions, Tax Accounting, Forecasting, GAAP, ProSystem fx Tax, Financial Statements, Research, Financial Accounting, Nonprofits, Non-profits, Mergers, Real Estate, Payroll, Sales Tax, Financial Planning, Tax Audits, Quickbooks, Manufacturing, Juggling
Education
The University of Akron 1987 — 1989
Masters, Tax
The University of Akron 1982 — 1986
BS, Accounting
Myers and Stauffer LC August 2005 - Present
Bike Maryland December 2011 - Present
AICPA 2008 - 2011
Towson University 2004 - 2008
Maryland Association of CPA's July 2006 - June 2007
Clifton Gunderson LLP 1993 - 2005
Skills
Auditing, Medicare, Account Reconciliation, CPA, Internal Controls, Healthcare, Accounting, GAAP, Medicaid
Education
Towson University 1989 — 1993
BS, Accounting
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP April 1983 - Present
The Beta Group 2011 - 2012
Workplace Excellence of Greater Tucson 2007 - 2009
Skills
Income Tax, Financial Reporting, Accounting, Payroll, Tax Preparation, Microsoft Excel, Tax, Auditing, QuickBooks, Financial Analysis, Internal Controls, Tax Returns, Sales Tax, Outlook, Sarbanes-Oxley Act, Assurance, Budgets, Customer Service, Financial Accounting, PeopleSoft, CPA, Corporate Tax, General Ledger, Tax Accounting, US GAAP, Internal Audit, GAAP, Microsoft Word, SAP, Strategic Financial..., Microsoft Office
Education
University of Arizona 1969 — 1984
Bachelor of Arts (BA), Client Relations and Humanities
CliftonLarsonAllen June 2009 - Present
Clifton Gunderson LLP December 2004 - June 2009
Clifton Gunderson LLP 2003 - 2004
Skills
Commitment and..., Professionalism, Business Awareness
Education
University of Wisconsin-Parkside 2002 — 2005
B.S., Business Administration - Accounting
University of National and World Economy 1995 — 2001
Master of Economics, Economics
Universitet za nacionalno i svetovno stopanstvo 1995 — 2000
Master, Macroeconomics
Myers and Stauffer LC January 2013 - Present
PHBV Partners LLP January 2012 - January 2013
Clifton Gunderson LLP November 1997 - December 2011
State of Maryland Judiciary - Administrative Office of the Courts April 1996 - November 1997
Skills
Auditing, Accounting, Litigation Support, CPA, Forensic Accounting, Healthcare, Data Analysis, Data Mining, Health Care Fraud, Healthcare Reimbursement, Medicaid, Internal Audit, US GAAP, GAAP
Education
Towson University 1993 — 1996
Bachelor of Science, Accounting
William C. Carey, P.C. October 2008 - Present
Clifton Gunderson LLP June 2003 - September 2006
Ernst & Young LLP January 1996 - March 2003
Price Waterhouse Coopers 1985 - 1993
Skills
Accounting, Fraud, Valuation, Tax, Management Consulting, Civil Litigation, Finance, CPA, Forensic Analysis, Due Diligence, Business Valuation, GAAP, Forensic Accounting, Internal Controls
Education
The Ohio State University 1978 — 1979
Masters of Accounting, Accounting
University of Notre Dame 1968 — 1972
BA, Political Science
Modular Genius, Inc June 2010 - Present
Stegman & Company August 2005 - June 2010
Katz & Associates, PA January 2004 - August 2005
American Express Tax and Business Services September 2000 - May 2002
Clifton Gunderson LLP February 1997 - August 2000
Skills
Accounting, Financial Reporting, Tax, Audit, Auditing, Forecasting, Budgeting, Financial Analysis, SEC filings, Finance, GAAP, Analysis, US GAAP, Budgets, Managerial Finance, Financial Statements
Education
Towson University 1988 — 1992
ComEd December 2013 - April 2015
Exelon September 2012 - December 2013
Constellation Energy June 2011 - August 2012
Constellation Energy January 2009 - June 2011
Constellation Energy February 2007 - January 2009
Constellation Energy February 2005 - February 2007
Clifton Gunderson LLP 2003 - 2005
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
M.B.A.
Syracuse University 1999 — 2003
B.S., Accounting & Finance
Kent School 1997 — 1999
High School
Dell June 2013 - Present
Texas Health & Human Service Commission (HHSC) 2009 - 2013
American Campus Communities 2008 - 2009
Clifton Gunderson LLP 2007 - 2008
Texas Health & Human Service Commisson (HHSC), Office of Inspector General 2005 - 2007
Texas Department of Health and Human Service Commission (HHSC) 2005 - 2005
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Accounting, GAAP, Financial Analysis, Financial Reporting, Internal Audit, Financial Accounting, General Ledger, Account Reconciliation, Accounts Payable, Budgeting, Budget Management, Budget Forecasts, Budget Process, Financial Planning, Financial Risk, Financial Audits, Process Improvement, Business Process..., Requirements Analysis, Business Analysis, Strategic Planning, Strategy, Marketing Strategy
Education
St. Edward's University 2006 — 2008
Master of Business Administration (M.B.A.), Business Management
St. Edward's University 2000 — 2004
BBA, Accounting
Southwestern Christian College 1995 — 1997
Associate, ARTS
SunPower Corporation March 2012 - Present
SunPower Corporation August 2011 - March 2012
Clifton Gunderson LLP August 2010 - August 2011
TravisWolff August 2008 - September 2010
PricewaterhouseCoopers January 2005 - August 2008
Perot Systems 2004 - 2004
Skills
Internal Controls, US GAAP, Auditing, Sarbanes-Oxley Act, Financial Reporting, IFRS
Education
London School of Economics and Political Science 2001 — 2004
Bachelor of Science (BSc), Accounting and Finance
The London School of Economics and Political Science (LSE) 2001 — 2004
BSc, Accounting & Finance
Markel Corporation March 2007 - Present
Markel Corporation March 2007 - Present
Markel International 2007 - Present
Clifton Gunderson LLP February 2005 - March 2007
McGuireWoods August 2004 - January 2005
Education
Strayer University
Strayer University in
Completion of B.S, Accounting
Cherokee Services Group October 2010 - Present
Clifton Gunderson LLP July 2010 - September 2010
Clifton Gunderson LLP March 2007 - June 2010
Chavarria, Dunne, & Lamey LLC November 2005 - February 2007
Hallmark Cards October 1993 - December 2002
Skills
Strategic Planning, Microsoft Excel, Management, Microsoft Office, Leadership, Training, Team Building
Education
The University of Kansas 1992 — 2001
BFA, Industrial Design
Southwest Energy Solutions March 2011 - Present
Clifton Gunderson LLP January 2001 - March 2011
Education
University of Arizona, Eller College of Management 1995 — 2000
BSBA, Accounting
Tucson
CliftonLarsonAllen January 2012 - January 2013
Clifton Gunderson LLP April 2008 - January 2012
UHY Advisors June 2006 - March 2008
Education
State University of New York College at Plattsburgh 2002 — 2006
Trident USA Health Services November 2009 - Present
APS Healthcare March 2008 - December 2009
ADP October 2003 - March 2008
American Express Tax & Business Services 2000 - 2002
American Express Tax And Business 2000 - 2002
Clifton Gunderson LLP 1998 - 1999
Skills
Financial Analysis, Accounting, Financial Reporting, Budgets, Auditing, Internal Controls, Sarbanes-Oxley, Financial Modeling, Mergers, Forecasting, Leadership, Analysis, Accounts Receivable, Finance, Account Reconciliation, Mergers & Acquisitions
Education
University of Maryland University College 2005 — 2008
MBA, Business & Global Economics
Towson University 1994 — 1997
Bachelor's Degree, Accounting
Community Health Charities July 2011 - Present
Community Health Charities of Minnesota July 2007 - July 2011
Hale, Page, Diamond Lake Neighborhood Association 2005 - 2009
Achieve!Minneapolis June 2004 - June 2007
Clifton Gunderson LLP June 2001 - May 2004
Skills
Nonprofits, Fundraising, Auditing, Strategic Planning, Grant Writing, Philanthropy, Internal Controls, Financial Reporting, Budgets, Volunteer Management, Leadership, Accounting, Finance, Financial Analysis, Financial Statements, General Ledger, Grants, Non-profit..., Non-profits, QuickBooks, Revenue Recognition
Education
University of Arizona 1998 — 2001
Bachelor of Science (B.S.), Accounting
Herzing University May 2010 - Present
Clifton Gunderson LLP September 2006 - May 2010
United States Army June 2007 - April 2008
United States Army October 2005 - March 2006
United States Army September 2003 - September 2005
United States Army September 2001 - September 2005
Skills
Active Directory, Network Security, Troubleshooting, Servers, Computer Hardware
Education
Sullivan University 2003 — 2004
MCSE, Microsoft Systems
Herzing University
Associate of Computer Networking and Security Technology, Information Technology
Kaiser Permanente June 2008 - Present
Great-West Life May 2006 - June 2008
Arrow Electronics May 2005 - May 2006
Clifton Gunderson LLP October 2001 - June 2005
Skills
Sarbanes-Oxley Act, Microsoft Excel, Sarbanes-Oxley, Risk Assessment, Internal Audit, IT Audit, Internal Controls, Accounting, Auditing, CISA, Enterprise Risk..., Business Process..., Financial Analysis, Financial Reporting, GAAP, US GAAP
Education
St. Cloud State University
BS, Accounting with IS emphasis
CliftonLarsonAllen February 2012 - Present
Clifton Gunderson LLP May 2008 - February 2012
KPMG Audit September 2006 - May 2008
Education
University of Arizona 2004 — 2006
Bachelor of Science (BS), Accounting and Business/Management
Concur April 2015 - Present
Chase Paymentech December 2011 - December 2014
Clifton Gunderson LLP December 2004 - November 2011
Blue Bell Creameries, Inc. September 1988 - November 2011
Texas State Auditor's Office April 1998 - February 2004
State of Texas 1994 - 2004
Skills
Proposal Writing, Marketing Communications, Marketing, Leadership, Marketing Strategy, Project Management, Public Relations, Analysis, Government, Technical Writing, Editing, Budgets, Management, Microsoft Office, Social Media, Program Management, Process Improvement, Business Development, Event Planning, Outlook, Strategic Planning, Corporate Communications, Internal Communications, Team Building, Nonprofits, Product Marketing, Merchandising, Visual Merchandising, Merchant Acquiring, Retail Marketing, Retail Merchandising
Education
The University of Texas at Austin 1986 — 1993
BJ and BA, Journalism / History
Robert E. Lee High School
High School Diploma
Fox (Film, TV and Sports) April 2014 - Present
Technicolor 2008 - 2013
Ampac Tire Dist 2006 - 2008
Gemstar/ TV Guide 2005 - 2006
KPMG 2004 - 2005
Clifton Gunderson LLP 2000 - 2004
Legg Mason 1999 - 2000
Skills
Cost Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, Internal Audit, SAP, Consolidation, Enterprise Risk..., Corporate Finance, GAAP, Finance, IFRS, Mergers & Acquisitions, Accounting, Variance Analysis, Business Process..., Process Improvement, External Audit, SEC filings, Financial Modeling, Account Reconciliation, Auditing, IT Audit, Financial Reporting, Hyperion Enterprise, Strategic Financial..., Financial Analysis, Financial Accounting, Sarbanes-Oxley, Risk Management, Managerial Finance, Financial Audits, Forecasting, US GAAP, Financial Risk, General Ledger, Change Management, Team Leadership, SAP Implementation, SOX Compliancy, Oracle
Education
University of Baltimore
B.S., Business Administration, Accounting
CliftonLarsonAllen December 2009 - April 2013
Clifton Gunderson LLP 2003 - 2008
Skills
Accounting, Software Documentation, Business Process, Business Analysis, Budgets, Financial Analysis, Information Technology, QuickBooks, Software Project..., Troubleshooting, Process Improvement, Business Process..., Business Intelligence, Auditing, Financial Accounting, Financial Reporting, Internal Controls, Project Management
Education
The University of Texas at El Paso 1977 — 1981
BBA, Accounting
CliftonLarsonAllen LLP January 2007 - Present
Archstone-Smith November 2005 - January 2007
Clifton Gunderson LLP 2002 - 2004
Arthur Andersen LLP January 1999 - January 2002
Skills
Tax, Accounting
Education
Truman State University 1994 — 1998
B.S., Accounting
Sandia National Laboratories April 2014 - Present
Lovelace Respiratory Research Institute November 2012 - June 2013
SabioSystems July 2011 - March 2013
Clifton Gunderson LLP June 2010 - July 2011
Lovelace Health Plan July 2009 - January 2010
Forest City Enterprises/Mesa del Sol, Inc. March 2007 - November 2008
Sotheby's International Realty June 2005 - February 2007
NCA Architects, P.A. 2000 - 2005
Skills
Administrative..., Marketing, Proposal Writing, PowerPoint, Newsletters, SAP, Leadership, Management, Employee Relations, Budgets, Payroll, Process Improvement, Editing, SharePoint, Customer Service, Event Planning, Office Administration, Real Estate, Accounts Receivable, Administrative..., Microsoft Excel
Education
Central New Mexico 2008 — 2009
The University of New Mexico 1990 — 1992
Tristan Hiemstra Accounting Services December 2007 - Present
ABET August 2006 - October 2007
Constellation July 2004 - August 2006
Clifton Gunderson LLP January 1999 - July 2004
PwC December 2001 - June 2002
Skills
Bookkeeping, Accounting, Sales Tax, Small Business, QuickBooks, Financial Reporting, S Corporations, Auditing, Financial Accounting, Accountants, IRS, General Ledger, Internal Controls, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Statements, Financial Analysis, Cash Flow, Business Advisory, Strategic Financial..., Journal Entries, Managerial Finance, Fixed Assets, Management Consulting, Budgets, Internal Audit, Finance, Preparation
Education
Towson University 1995 — 1998
Bachelor's degree, Accounting
The Johns Hopkins University
Carlson Hartsock & Guither PLC 2008 - Present
Clifton Gunderson LLP 1994 - 2007
Skills
QuickBooks, CPA, Accounting, Income Tax, Small Business, Tax, Real Estate, Budgets, S Corporations, Finance, Investments, Auditing, Financial Advisory, General Ledger, Strategic Financial..., Tax Preparation, Sales Tax, Fixed Assets, Financial Accounting, Payroll Taxes, Financial Statements, Tax Returns, Estate Planning, Assurance, Accountants, Financial Analysis, Tax Accounting, Corporate Tax, Tax Advisory, Peachtree, Account Reconciliation, Financial Reporting, Forensic Accounting, Financial Planners, IRS, Bookkeeping, Balance, Cash Flow, Partnership Taxation, Nonprofits, Accounts Receivable, Preparation, Payroll, US GAAP, Tax Research, GAAP, Banking, VAT
Education
St. Ambrose University
MBA, Business, Accounting
Clifton Gunderson LLP September 2011 - Present
PwC November 2010 - September 2011
Clifton Gunderson LLP May 2005 - November 2010
Catalyst IT Services 2004 - 2005
Catalyst IT Services 2004 - 2005
Skills
Auditing, CPA, GAAP, Assurance
Education
University of Baltimore 2002 — 2010
BS, MBA, Accounting, Finance
CliftonLarsonAllen January 2012 - January 2013
Clifton Gunderson LLP July 1982 - December 2011
Education
Essex Community College
Associate's degree, Accounting
University of Baltimore
Accounting
Internal Revenue Service April 2011 - Present
NAV Technologies, Inc/Prestigous Fashion & Accessories January 2014 - September 2014
InfoReliance Corporation December 2009 - December 2010
Radius Technology, Inc. (DOL) June 2006 - April 2009
Clifton Gunderson, LLP October 2004 - October 2005
Skills
Information Security, Vulnerability Assessment, Network Security, NIST, Disaster Recovery, Computer Security, FISMA, IT Audit, Information Assurance, Penetration Testing, Risk Management, Information Security..., Configuration Management, System Analysis, IT Project & Program..., Application Security..., Asset Management, Governance, Federal Regulatory..., DoD Network and..., IS/Contingency Plan and..., Oracle Database..., Application Security..., Business Requirements..., Enterprise Architecture, Continuous Monitoring..., Customer Service, System Logs Analysis, System Planning,..., Budget Analysis and..., Information Technology, Security, SDLC, Networking, Integration, Business Continuity, Visio, Analysis, Network Administration, Unix, System Administration, DoD, Program Management, Risk Assessment, Training, Application Security, SharePoint, IT Management
Education
Strayer University 2012 — 2014
Master's Degree, Management Information Systems (Computer Security Management), A
University of the District of Columbia 1991 — 1995
Bachelor's Degree, Business & Finance, B
High School-Cameroon
Baccalaureate, Arts & Sciences
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
KatzAbosch September 2008 - Present
KatzAbosch September 2008 - Present
Gross Mendelsohn 2006 - 2008
Clifton Gunderson LLP 1999 - 2006
Skills
Partnership Taxation, Corporate Tax, Income Tax, Tax Preparation, Accounting, Tax Accounting, State and Local Tax, CPA, Tax Returns, US Tax, GAAP, Auditing, Tax
Education
University of Baltimore 1998 — 2003
Masters of Science, Tax
Howard County Government August 2013 - Present
Howard County Government May 2012 - August 2013
Howard County Government September 2010 - May 2012
Clifton Gunderson LLP January 2009 - August 2010
Brown Contracting January 2006 - December 2008
Skills
Financial Reporting, Financial Accounting, Auditing, Accounting
Education
Towson University 2004 — 2008
Bachelor of Science, Accounting
Legg Mason December 2010 - Present
Legg Mason December 2010 - Present
Clifton Gunderson LLP August 2007 - October 2009
Reznick Group January 2005 - September 2006
Constellation Energy August 2005 - December 2005
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, Financial Accounting, General Ledger, Variance Analysis, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Fixed Assets, Internal Audit, Ad Hoc Reporting, Access, Non-profits, OMB Circular A-133, Corporate Tax, Revenue Recognition, Revenue Analysis, Estimates, Mutual Funds, Fund Accounting
Education
Stevenson University 2003 — 2007
Bachelor of Science, Accounting
Villa Julie College 2003 — 2007
Bachelor of Science (BS), Accounting
Carlson Hartsock & Guither PLC January 2015 - Present
Carlson Hartsock & Guither PLC January 2010 - January 2015
Clifton Gunderson LLP 2008 - 2008
Thomas & Perkins Advertising 1993 - 1995
Skills
Accounting, Tax, QuickBooks, Financial Accounting, Income Tax, Corporate Tax, Tax Research, CPA, Tax Preparation
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
Master of Accountancy (MAc), Accounting, 3.71
University of Colorado Boulder 1987 — 1991
Bachelor of Science (B.S.), Journalism, Psychology
CliftonLarsonAllen 2014 - Present
Moss Adams LLP March 2013 - January 2014
Levi Strauss & Co. February 2011 - March 2013
Clifton Gunderson LLP June 2008 - February 2011
Skills
Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Accounting, Variance Analysis, Financial Audits, Financial Statements, Tax, CPA, GAAP, US GAAP, Tax Preparation, General Ledger
Education
St. Cloud State University 2005 — 2008
BS, Accounting
Ellison Media Company May 2015 - Present
Apollo Group January 2012 - Present
JDA Software May 2011 - January 2012
Clifton Gunderson LLP January 2009 - May 2011
BDO USA, LLP January 2007 - December 2008
Skills
Financial Accounting, Internal Controls, Financial Statements, Financial Analysis, Financial Statement..., Communication, Oracle, Hyperion Planning, CPA, Data Analysis, Business Process..., Partnership Taxation, SEC
Education
University of Arizona, Eller College of Management 2005 — 2006
Master's Degree, Accounting
University of Arizona, Eller College of Management 2001 — 2005
Bachelor's Degree, Accounting
Clifton Gunderson LLP
Skills
QuickBooks, GAAP, Tax Research, Accounting
Education
University of Colorado Boulder
Bachelor of Science (B.S.), Accounting
Cherokee services Group October 2010 - September 2013
Clifton Gunderson LLP May 2009 - September 2010
Clifton Gunderson LLP April 2007 - April 2009
CD&L June 2006 - April 2007
Education
University of Kansas - Graduate School of Business 2000 — 2002
MBA, FINANCE
The University of Kansas 1995 — 1997
MASTERS, ECONOMICS
University of Calcutta 1983 — 1987
Bachelors, Economics
Woodspear Properties September 2014 - Present
CBRE March 2014 - August 2014
CBRE November 2013 - March 2014
CBRE November 2012 - November 2013
ALPS Fund Services June 2011 - November 2012
Mapleton Real Estate Group January 2011 - May 2011
UBS December 2010 - May 2011
Clifton Gunderson LLP May 2009 - July 2009
Skills
Auditing, Analysis, Financial Analysis, Accounting, Time Management, Financial Statements, Financial Modeling, Property Management, Financial Reporting, Finance, Bloomberg, Financial Accounting, Real Estate, Variance Analysis, General Ledger, Accounts Receivable, Managerial Finance, Lease Administration, Account Reconciliation, QuickBooks, Invoicing, Journal Entries, Team Management, Business Process, Budgets, Data Analysis, Fund Accounting, Forecasting, Valuation, Tax, Securities, Investments, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Leases, Customer Service, Leadership, Financial Services, Accounts Payable, Internal Audit, Sarbanes-Oxley Act, Cash Flow, Accruals, Mutual Funds, GAAP, Project Management, Tenant
Education
University of Denver 2013 — 2015
Master of Business Administration (MBA), Real Estate and Construction Management.
University of Colorado Boulder 2006 — 2011
BA in Accounting and Finance and a Certificate in Real Estate, Accounting, Finance and Real Estate
Visa August 2015 - Present
Myers and Stauffer LC May 2013 - August 2015
Myers and Stauffer LC January 2013 - May 2013
CliftonLarsonAllen January 2012 - December 2012
Clifton Gunderson LLP January 2011 - December 2011
Texas State University 2007 - 2010
Skills
IT Audit, Accounting, Auditing, Internal Controls, Internal Audit, External Audit, CISA, Risk Assessment, Assurance
Education
Texas State University-San Marcos 2009 — 2010
Masters, Accounting and Information Technology
Texas State University-San Marcos 2006 — 2008
BBA, Accounting
Alexian Brothers Health System July 2014 - Present
Goodwill Industries of Southern Arizona 2011 - 2012
Treasury 2009 - 2010
Intuit 2007 - 2009
Clifton Gunderson LLP 2007 - 2008
Accounting Assistance, Inc August 1991 - August 2007
Skills
Auditing, Government, Policy, Accounting, Analysis, Internal Controls, Financial Reporting, Tax, Managerial Finance, Internal Audit, Program Management, Process Improvement, EHR/EMR Training
Education
Southern Illinois University, Carbondale
Bachelor of Science
Myers and Stauffer LC May 2013 - Present
Myers and Stauffer LC January 2013 - May 2013
PHBV Partners LLP January 2012 - December 2012
Clifton Gunderson LLP August 2011 - December 2011
Peoples Pharmacy June 2002 - July 2011
Education
Texas State University-San Marcos 2010 — 2011
Master's Degree, Accounting
Texas State University-San Marcos 2007 — 2010
Bachelor's Degree, Accounting
Citco Fund Services November 2011 - Present
Clifton Gunderson LLP September 2009 - December 2010
Skills
Financial Reporting, Accounting, General Ledger, Account Reconciliation, Financial Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
Master of Business Administration (M.B.A.), Accounting
Becton Dickinson August 2012 - Present
Clifton Gunderson LLP May 2010 - November 2011
Hyatt Regency Houston July 2003 - August 2007
Skills
SAP BI, SAP BW, SAP, Hyperion HFM, OneSource, Microsoft Excel, Microsoft Office, Accounting, Financial Statements, Financial Reporting, General Ledger, Financial Accounting, Bank Reconciliation, Account Reconciliation, Auditing, Internal Controls, Accounts Receivable, Accounts Payable, Cash Flow, Financial Analysis, Accounting Applications, Tax, Cash Management, Payroll
Education
Texas Tech University 2007 — 2009
Bachelor of Business Administration (BBA), Finance, Economics
Addis Ababa University College of Commerce 1998 — 2000
Associate's degree, Accounting
North Central Texas Council of Governments April 2012 - Present
BCForward Contracted with Hewlett Packard June 2011 - January 2012
North Texas Regional Extension Center August 2010 - June 2011
Clifton Gunderson LLP June 2003 - July 2010
Radiology Associates of Albuquerque May 2002 - April 2003
Modrall Law Firm October 1995 - May 2002
Skills
Microsoft Office, Access, Excel, Word, Outlook, Documentation, Administration, Billing, Customer Service, Supervisory Skills, Data Analysis, Research, Invoicing, Databases, SQL, SQL database design, Report Writing, Salesforce.com, Travel, Forensic Accounting, Typing, Software Project..., Legal Support, Litigation Support, Office Equipment, Resource Allocation, Quality Assurance, Virtual Teams, Account Reconciliation, Check Processing, Meeting Deadlines, Microsoft Excel
Education
University of Phoenix 2001 — 2002
BACHELORS OF SCIENCE, BUSINESS ADMINISTRATION
The University of New Mexico 1986 — 1990
McCarthy Bush Companies - Construction Division October 1992 - December 2013
Clifton Gunderson LLP February 1987 - October 1992
Education
St. Ambrose University 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
St Ambrose University 1997 — 2000
MA, Accounting, 4.0
University of Northern Iowa 1981 — 1985
BA, Accounting
Awana International October 2013 - Present
H&R Block January 2012 - April 2013
Clifton Gunderson LLP January 2004 - January 2007
Deloitte Canada January 1998 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Accounting
Education
BC Institute of Chartered Accountants 1999 — 2000
Chartered Accountant Designation
Trinity Western University 1994 — 1999
Bachelor of Business Administration (BBA), Accounting
Clifton Gunderson LLP November 2006 - May 2008
NCC 1976 - 2005
Education
St. Joseph's College (IN) 1964 — 1967
BS, ACCOUNTING
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP November 1999 - December 2011
Education
University of Arizona
Bachelor of Science, Food & Nutrition
ERA June 2015 - Present
Ready Foods Inc. November 2011 - March 2015
Clifton Gunderson LLP February 2007 - October 2011
THE HANKE GROUP September 2003 - January 2007
BOYUM & BARENSCHEER, PLLP November 2000 - July 2003
KANSAS RACING COMMISSION June 1999 - September 2000
Skills
Accounting, GAAP, Auditing, Financial Accounting, Financial Statements, CPA, Manufacturing, Assurance
Education
The University of Kansas 1994 — 1999
Bachelor of Science, Accounting and Business Administration
Run Business Solutions, Inc. February 2007 - Present
Clifton Gunderson LLP September 1999 - April 2004
Mason, Warner & Company September 1986 - September 1999
Skills
ERP, Microsoft Dynamics, Business Intelligence, Accounting, Business Process, Integration, Microsoft SQL Server, Management, QuickBooks, Start-ups, Management Consulting, SSRS, Consulting, Professional Services, Great Plains Software
Education
Texas Tech University 1982 — 1986
BBA, Accounting
ITW ROCOL North America 2006 - 2012
Eu-Tec Nutrition 2004 - 2005
Clifton Gunderson LLP 2001 - 2004
McGladrey 1997 - 2000
Education
St. Ambrose University
Bachelor's degree, Accounting, 4.0
Clinton Community College, Clinton, IA
Associate's degree, Accounting and Business/Management, 4.0
Royal Bank of Canada 2014 - Present
Sun Life Financial 2013 - 2014
Manulife Financial 2012 - 2013
TD Canada Trust 2012 - 2012
National Credit and Research Analysts 2011 - 2012
AKAR Development (Real Estate) 2010 - 2011
Clifton Gunderson LLP 2004 - 2010
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Financial Modeling, Forecasting, Auditing, Analysis, Pricing Analysis, Business Planning, Trend Forecasting, Accounting..., MS Excel VBA Programming, Insurance, Statistical Modeling, Statistical Data..., Budgets, Bank Reconciliation, Microsoft Access, Executive Reporting, Budgeting, Real Estate Finance, Econometrics, Econometric Modeling, Stress Testing, Regression Analysis, Regression Models, Access
Education
University of Missouri-Kansas City 2007 — 2008
Master of Business Administration (MBA), Finance
University of Kansas 1999 — 2004
Bachelor of Science (B.S.), Accounting and Business Administration
University of Colorado Health June 2010 - Present
Clifton Gunderson LLP December 2006 - June 2010
REMAX International July 2005 - December 2006
Skills
Financial Analysis, Financial Reporting, Healthcare, Financial Modeling, Financial Accounting, Finance
Education
University of Arizona 2001 — 2005
BSBA, Accounting, International Business
Schiavi, Wallace & Rowe PC August 1994 - Present
Clifton Gunderson LLP November 1985 - August 1994
Skills
Healthcare Reimbursement, Accounting, Auditing, CPA, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Accounts Receivable, Home Care, Budgets, Long-term Care, Hospitals, Forecasting, Revenue Cycle, Medicaid, Healthcare, Medicare, Healthcare Consulting
Education
University of Baltimore 1990 — 1998
Master of Business Administration (M.B.A.), Healthcare Finance
University of Baltimore 1981 — 1985
Bachelor's degree, Accounting and Business/Management