CliftonLarsonAllen Company
CliftonLarsonAllen LLP is a professional services network and the eighth largest accountancy firm in the United States. It was established in 2012 when two top 20 U.S. firms merged: Clifton Gunderson LLP and LarsonAllen LLP. It is a member of the Nexia International accounting network. Headquarters: Minneapolis, Minnesota, United States Revenue: 749 million USD (2017) Number of employees: 5,400 (2018) Founded: 2012 Type of business: Limited Liability Partnership (LLP) Subsidiaries: KFMR Katz Ferraro McMurtry P.C.,
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CliftonLarsonAllen Employees
FHN August 2015 - Present
MiTek July 2012 - July 2015
CliftonLarsonAllen July 2011 - April 2012
Skills
Accounting, Golf, QuickBooks, General Ledger, Tax, Financial Accounting, Management Accounting, Financial Statements, Journal Entries, Internal Controls
Education
St. Ambrose University 2010 — 2011
Masters of Accounting, Accounting
Augustana College 2006 — 2010
Bachelor of Arts (BA), Accounting and Finance
Long Realty Company August 2014 - Present
Grant Thornton LLP August 2012 - August 2014
CliftonLarsonAllen January 2011 - May 2012
Jennings Strouss and Salmon October 2007 - January 2011
Skills
Marketing Communications, Corporate Communications, Event Planning, Social Media Marketing, Budgets, Email Marketing, Strategic Planning, Social Media, Advertising, Social Networking, Internal Communications, Proposal Writing, Press Releases, Leadership, Project Management, Microsoft Office, Marketing Management, Market Research, Public Speaking
Education
Arizona State University 1999 — 2004
Bachelor of Arts (B.A.), Communication
Baylor University August 2015 - Present
CliftonLarsonAllen January 2015 - April 2015
Saint Leo University August 2011 - December 2014
NASCAR May 2013 - August 2013
Ripken Baseball April 2012 - July 2012
Skills
Sports Management, Accounting, Microsoft Office, Facebook, Microsoft Excel, Sports Marketing, Microsoft Word, Sports, Public Speaking, PowerPoint, Event Planning, Social Media, Time Management, Baseball, Customer Service, Event Management, Leadership, Marketing, Social Networking, Teamwork
Education
Baylor University 2015 — 2016
Master's degree, Accounting, Graduate Student
Saint Leo University 2010 — 2014
Bachelor's degree, Accounting, Minor in Economics, 3.72
Cardinal Mooney High School 2006 — 2010
High School Diploma
CliftonLarsonAllen October 2014 - Present
CherryBekaert LLP January 2013 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Appalachian State University 2013 — 2014
Masters of Accountancy
Appalachian State University 2009 — 2014
BS, Accounting
PricewaterhouseCoopers LLP September 2013 - Present
Arizona State University July 2013 - August 2013
Arizona State University August 2012 - May 2013
Arizona State University August 2012 - May 2013
PwC June 2012 - August 2012
CliftonLarsonAllen January 2012 - June 2012
Deloitte May 2012 - May 2012
Freeport-McMoRan Copper & Gold Inc. June 2011 - August 2011
Fleischer Scholars Program June 2011 - June 2011
Henry and Horne January 2011 - April 2011
Skills
Accounting, Tax, Tax Preparation, Time Management, Analysis, Microsoft Word, Training, Management, Microsoft Excel, PowerPoint, Budgets, Public Speaking, SAP, Auditing, Access, Finance, Financial Statements, Coaching
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelors of Science, Accountancy
Longmont High School 2004 — 2008
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen LLP November 2010 - October 2014
Skills
Auditing, CPA, Accounting, US GAAP, Tax Preparation, GASB, Tax, Tax Research, GAAP, Tax Returns, Corporate Tax, Income Tax, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, QuickBooks, Certified Fraud Examiner
Education
Bemidji State University 1999 — 2003
Bachelors, Accounting
Centerline Solutions April 2015 - Present
Honoring Women Worldwide 2014 - 2015
CliftonLarsonAllen September 2013 - December 2014
Northwestern Health Sciences University April 2014 - September 2014
Organic Valley June 2013 - August 2013
University of St. Thomas February 2012 - May 2013
Minnesota Brain Injury Alliance June 2012 - October 2012
Hospital Unimed Vale do Cai December 2007 - May 2010
Skills
Psychology, Recruiting, Coaching, Talent Management, Career Development, Leadership Development, Organizational..., Succession Planning, Conflict Resolution, Career Counseling, Organizational..., Employee Relations, Benefits Administration, Onboarding, Human Resources, Interviews
Education
University of St. Thomas 2012 — 2014
Master of Arts (M.A.), Human Resources and Change Leadership
ELS Center 2011 — 2011
English
Universidade Luterana do Brasil 2003 — 2009
Bachelor's Degree, Psychology
CliftonLarsonAllen October 2014 - Present
CMGRP, Inc. January 2013 - August 2014
Warners' Stellian Appliance Co. Inc. December 2012 - August 2014
CMGRP, Inc. September 2007 - January 2013
Lennar Corporation June 2006 - September 2007
Skills
Financial Analysis, Financial Reporting, General Ledger, Multi-State Sales Tax, Account Reconciliation, Variance Analysis, Accruals, Journal Entries, Accounts Receivable, Accounting, Financial Statements, Auditing, Cost Accounting, Balance, Accounts Payable, Budgets, Financial Accounting
Education
Bemidji State University 2001 — 2006
Bachelor of Science (BS), Accounting and Business Administration
Ascent Aviation Services Corp. June 2015 - Present
Ascent Aviation Services Corp. February 2015 - May 2015
Ascent Aviation Services Corp. March 2014 - January 2015
HBL CPAs, P.C. April 2013 - March 2014
CliftonLarsonAllen January 2010 - April 2013
Skills
Internal Controls, Auditing, Financial Reporting, GAAP, US GAAP, Financial Accounting, External Audit, CPA, Financial Audits, Financial Statements, Assurance, Accounting, Financial Analysis, Tax, Corporate Tax, Tax Preparation, Microsoft Excel, Budgets, General Ledger, Finance, Income Tax, Accounts Payable, Tax Accounting, Financial Planning, Strategic Planning, Account Reconciliation, QuickBooks, Financial Modeling, Cost Accounting, Management, Cash Flow
Education
Arizona State University - W. P. Carey School of Business 2012 — 2013
Master of Business Administration (MBA), Finance
University of Wisconsin-Stevens Point 2006 — 2009
Bachelor of Science (B.S.), Business Administration and Accounting
CliftonLarsonAllen October 2010 - Present
LarsonAllen January 2006 - October 2010
US Bancorp 2004 - 2006
Skills
Internal Controls, CPA, Auditing, Accounting, Tax, Management, GAAP, Corporate Tax, Tax Preparation, Financial Statements, Financial Reporting, US GAAP, Tax Returns, Income Tax, Tax Accounting
Education
Arizona State University 1997 — 2000
Bachelor of Science, Accountancy
EY August 2013 - Present
Ball State University August 2012 - July 2013
CliftonLarsonAllen February 2013 - April 2013
Ball State University May 2012 - February 2013
Hunter's Tax Services December 2012 - January 2013
Ball State University May 2012 - May 2012
Taco Bell August 2010 - May 2012
Starbucks October 2011 - April 2012
Excellence In Leadership 2011 - 2012
Beta Alpha Psi 2011 - 2012
Skills
Microsoft Office, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Accounting, Outlook, Financial Reporting, Public Speaking, Customer Service, Leadership, Analysis, Research, Social Media, Team Leadership
Education
Ball State University 2012 — 2013
Masters of Science in Accounting, Accounting, 4.0/4.0
Ball State University 2009 — 2012
Bachelor of Science, Summa Cum Laude, Accounting, 4.0/4.0
Kurgantube State University 2008 — 2009
Bachelor of Arts, English Education, 4.0/4.0
Tajik Turkish High School after Jelaleddini Rumi 2003 — 2008
High School Diploma, 4.0/4.0
BSU
Pottawatomie County June 2014 - Present
CliftonLarsonAllen January 2013 - June 2014
TEAM Industries July 2012 - December 2012
Walgreens September 2011 - September 2012
Bemidji State University February 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, QuickBooks, Outlook, Customer Service, Access, Inventory Management, Accounting, Accounts Payable, Accounts Receivable, Time Management, Teamwork, 10 Key, Spreadsheets
Education
Bemidji State University 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.69
McGladrey June 2015 - Present
CliftonLarsonAllen November 2014 - June 2015
CliftonLarsonAllen November 2012 - November 2014
Norwest Equity Partners June 2011 - September 2012
CliftonLarsonAllen January 2012 - April 2012
Skills
Communication Skills, Creative Problem Solving, Teamwork, Motivated self-starter, Accounting, Internal Audit, External Audit, CPA
Education
University of St. Thomas 2010 — 2012
Bachelor's degree, Accounting
Augsburg College 2007 — 2010
Bachelor's degree, Finance, General
Vavrinek, Trine, Day & Co., LLP July 2014 - Present
CliftonLarsonAllen May 2013 - May 2014
Arizona State University August 2012 - May 2013
Comerica Bank August 2011 - August 2012
Paramount Leisure Industries May 2011 - August 2011
Bank of America 2007 - 2010
Skills
Customer Service, Financial Analysis, Leadership, PowerPoint, Data Analysis, Microsoft Office, Microsoft Excel, Financial Reporting, Financial Modeling, Microsoft Word, Financial Accounting, Analysis, Accounting, Auditing, Time Management, Finance, Internal Controls
Education
Arizona State University 2012 — 2013
Masters of Accountancy, Accounting
Arizona State University 2007 — 2011
Bachelor's degree, Accounting
T.W. Lewis January 2014 - Present
CliftonLarsonAllen August 2012 - December 2013
Charleston's Restaurant January 2011 - August 2012
Level 3 Audio Visual February 2008 - February 2011
Skills
QuickBooks, Highly detail oriented, Microsoft Excel, Sales Tax, Account Reconciliation, Financial Accounting, Auditing
Education
Arizona State University 2011 — 2013
Bachelors Degree, Accountancy
Mesa Community College 2011 — 2011
AGEC-B
CliftonLarsonAllen January 2013 - Present
Skills
Accounting, Assurance, Financial Services, Microsoft Excel, Microsoft Office, PowerPoint, GAAP, Financial Analysis, Microsoft Word, Customer Service, Time Management, Financial Reporting, Leadership, Auditing, Financial Accounting
Education
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Arizona State University 2008 — 2012
Certificate, International Business
Essential TherapeuticBodywork September 1998 - Present
CliftonLarsonAllen August 2012 - December 2013
Kronstedt Incentives November 2005 - August 2012
Ramada Inn & Suites February 2004 - April 2005
Origins Natural Resources August 1999 - February 2004
Color Me Tan Plus 1998 - 2000
Hills and Dales August 1997 - June 1998
Skills
Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Employee Management, Employee Training, Customer Satisfaction, Internal Controls, Data Entry, General Ledger, Time Management, Teamwork, Invoicing, Journal Entries, Spreadsheets, Shipping, Therapeutic Massage, Website Development, Office Administration, People Skills
Education
Capri College-Dubuque 1997 — 1998
Certificate, Massage Therapy/Therapeutic Massage
Kellogg Community College 1996 — 1997
General Studies
Delton Kellogg
General Studies
CliftonLarsonAllen 2014 - Present
LBMC Technologies 2013 - 2014
PwC 2013 - 2013
Nokia 2012 - 2013
NAVTEQ 2007 - 2011
Target 2005 - 2006
Skills
GIS, Project Management, Data Analysis, Analysis, Intacct, Microsoft Dynamics GP, IT Audit, Accounting, US GAAP, Financial Statement...
Education
Belmont University
Master of Accountancy, Accounting
Miami University
Bachelor of Science in Business, Economics
EY June 2014 - August 2014
CliftonLarsonAllen January 2014 - April 2014
University of Arizona FSO January 2013 - December 2013
Keegan, Linscott & Kenon, P.C. August 2012 - December 2012
Ace Hardware January 2012 - August 2012
Skills
Tax Accounting, Accounting, Customer Service, Spanish, Financial Statements, Microsoft Excel, Time Management, Budgets, Business Writing, Public Speaking, Process Improvement, Spanish-speaking, Portuguese, Team Leadership, Financial Audits, Tax Preparation
Education
Arizona State University 2014 — 2015
Master's Degree, Taxation, GPA 3.93
University of Arizona 2009 — 2014
Bachelor of Science (B.S.), Accounting, 3.65
University of Arizona 2009 — 2014
Bachelor of Arts (B.A.), Spanish Language and Literature, 3.65
Universidad Adolfo Ibáñez 2010 — 2011
Non-degree seeking, Spanish Language and Literature, 3.88
CliftonLarsonAllen June 2014 - Present
ProcessPro® Software January 2012 - June 2013
Olive Garden May 2007 - January 2013
Viking Beverages September 2007 - September 2008
Skills
Restaurants, Food Service, Restaurant Management, Customer Service, Time Management, Food & Beverage, Bartending, Hospitality, Cashiering, Customer Satisfaction, Microsoft Office, Microsoft Word, Data Entry, PowerPoint, Phone Etiquette, Menu Development, Telephone Skills, Microsoft Excel, Food, Catering
Education
Bemidji State University 2010 — 2012
Psychology
Saint Cloud Technical and Community College 2005 — 2007
Associate's degree, General Education
AZ Scarlet & Gold Committee - Benefiting Marine Corps Scholarship Foundation July 2014 - Present
Vavrinek, Trine, Day & Co., LLP (merged with Gaintner, Bandler, Reed & Peters PLC) October 2013 - Present
CliftonLarsonAllen January 2003 - September 2013
USMC May 1995 - May 2001
Skills
Auditing, CPA, Accounting, GAAP, US GAAP, Assurance, Financial Reporting, Internal Controls, Financial Accounting, External Audit, Leadership, Tax, Management
Education
Arizona State University 2002 — 2003
B.S., Accountancy
CliftonLarsonAllen February 2008 - Present
Lake Washington School District February 2005 - February 2008
Skills
Tax, QuickBooks, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Accounts Receivable, Payroll Taxes, Tax Preparation, Social Media, Microsoft Office, CPA
Education
University of Washington 2010 — 2012
Bachelor's, Accounting/Finance, 3.48
Bellevue College 2013 — 2013
Bellevue Community College 2005 — 2008
Associates, 3.59
South Washington County Schools August 2014 - Present
School Business Solutions February 2013 - August 2014
HLB Tautges Redpath, Ltd. December 2010 - February 2013
CliftonLarsonAllen November 2008 - December 2010
Kris N. Blackburn, CPA November 2004 - November 2008
CliftonLarsonAllen November 2002 - November 2004
Skills
Microsoft Excel, Mentoring Of Staff, Business Development, CCH ProSystem fx..., Microsoft Office, Presenter, Analytics, Financial Reporting, General Ledger, US GAAP, Accounting, QuickBooks, GAAP, Financial Accounting
Education
Bemidji State University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Reinsel Kuntz Lesher LLP June 2015 - Present
Alvernia University August 2011 - May 2015
Reinsel Kuntz Lesher LLP January 2015 - March 2015
CliftonLarsonAllen July 2014 - August 2014
Columbia Fruit Packers, Inc June 2014 - July 2014
Alvernia University August 2012 - May 2014
Milander's Market July 2010 - January 2014
Alvernia University September 2011 - May 2012
Skills
Microsoft Office, Auditing, Accounting, Social Networking, Time Management, Microsoft Word, PowerPoint, Positivity, Teamwork, Critical Thinking, Networking, Financial Accounting, Bookkeeping, QuickBooks, Financial Statements, Always Willing to Learn, Financial Analysis, Financial Reporting, Office Administration, Cost Accounting, Accounting Applications, Corporate Finance, Financial Markets, Financial Services, Internships
Education
Alvernia University 2011 — 2015
Bachelor’s Degree, Accounting and Business/Management, magna cum laude
Allentown Central Catholic High School 2007 — 2011
High School, Business
Eide Bailly LLP May 2013 - Present
CliftonLarsonAllen January 2013 - April 2013
Sequoia Choice Education June 2012 - January 2013
Kryterion Inc April 2010 - May 2011
Tiempo Development, LLC July 2005 - October 2007
Camisa Technologies, Inc July 2002 - July 2005
Skills
Bookkeeping, Account Management, QuickBooks, Accounting, Budgets, Management, Office Management, Microsoft Excel, Customer Service, Microsoft Office, Marketing, Payroll, Tax, Intacct, Process Improvement, Training, Education, Managment Reporting, Small Business, Financial Reporting, Bill Payment, Outsourced Accounting, Financial Statements
Education
Grand Canyon University 2013 — 2014
Master of Science (MS), Accounting
Arizona State University - W. P. Carey School of Business 2001 — 2005
BS, Business Administration
Remax Preferred Choice March 2014 - Present
CliftonLarsonAllen February 2013 - May 2014
Heinfeld, Meech & Co August 2008 - December 2011
Discover Financial Services April 2004 - August 2008
Skills
Auditing
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (MBA), Accounting and Business/Management
Arizona State University 2006 — 2008
Accounting
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen January 2012 - Present
LarsonAllen November 2007 - January 2012
Schultz Chaipel Redovan Baker & Co., LLP June 2004 - November 2007
Skills
Accounts Payable, Payroll, QuickBooks, Windows, Bookkeeping, Management, Tax Preparation, Accounting, Budgets, General Ledger, Customer Service
Education
American InterContinental University 2003 — 2006
Bachelor's Degree
CliftonLarsonAllen May 2013 - Present
Northwest Community Television October 2007 - Present
Metropolitan Sports Facilities Commision February 2006 - February 2014
Fox Sports North October 2012 - July 2013
TN Marketing 2012 - 2013
98.5 KTIS June 2011 - June 2012
Skytown Productions June 2000 - 2012
Robins, Kaplan, Miller & Ciresi L.L.P. August 2008 - 2011
City of Edina January 2005 - March 2008
CTN Studios February 2003 - 2008
Skills
Boom Operator, Video Production, Final Cut Pro, Adobe Creative Suite, Avid, Post Production, Television Directing, Multi-camera Directing, Camera, Producing, Editing, Video Production for..., Social Media Marketing, Still Photography, Sound, Audio Editing, Video Editing, Videography, Creative Direction, Graphic Design, DVD Studio Pro, Social Media, Wordpress, Broadcast Television, Event Management, Photography, Camera Operating, Television, Video, Broadcast, Premiere, Multimedia, Motion Graphics, Web Video, Media Production, TV Production
Education
MCAD 2009 — 2009
Bellevue College
AA, Media Communications & Technology
CliftonLarsonAllen June 2015 - Present
Integrated Wealth Management October 2013 - May 2015
Charles Schwab February 2013 - October 2013
Facebook June 2012 - February 2013
Arizona State University February 2010 - May 2012
Arizona State University January 2009 - May 2012
Arizona State University September 2010 - May 2011
Skills
Public Speaking, Event Planning, Research, Microsoft Office, Social Media, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Leadership, Event Management, Time Management, Coaching, Marketing, Higher Education, Management, Sales, Conflict Resolution
Education
Arizona State University 2007 — 2012
Bachelor's degree, Management (Entrepreneurship), 3.33
Ironwood High School 2003 — 2007
Diploma, Genereral
Baker Tilly Virchow Krause, LLP November 2014 - Present
CliftonLarsonAllen April 2013 - October 2014
Robert Watkins and Company September 2011 - April 2013
Homes, Lowry, Horn & Johnson, Ltd June 2010 - August 2010
Education
American University 2014 — 2016
Master of Science (M.S.), Accounting
Elon University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Berkeley Preparatory School 2003 — 2007
CliftonLarsonAllen October 2014 - Present
State of Minnesota December 1996 - October 2014
State of Minnesota November 1983 - December 1996
Skills
Spreadsheets, Auditing, Legislation, Strategic Planning, Program Development, Policy Analysis, Government, Public Speaking, Public Policy, GAAP, Internal Controls, Budgets, Leadership, Management, Policy, Financial Statements, General Ledger, Leadership Development, Nonprofits, Program Management
Education
University of Minnesota - Carlson School of Management 1980 — 1982
Bachelor of Arts, Accounting
Anoka Ramsey Community College 1978 — 1980
None, Transfer credits
Covidien March 2013 - Present
CliftonLarsonAllen October 2007 - March 2013
CenturyLink January 2003 - October 2007
Sage Software 2001 - 2003
NetPro Computing, Inc 2000 - 2001
Skills
Marketing Strategy, Demand Generation, Marketing Communications, Market Analysis, Strategic Planning, Strategy, Product Marketing, Lead Generation, Direct Marketing, Product Management, Market Research, Marketing, Leadership, CRM, Cross-functional Team..., Market Planning, Analytics
Education
Thunderbird School of Global Management 1989 — 1991
MBA, International Business
Arizona State University
David C. Cook August 2013 - Present
Thunder Mountain Community Church October 2014 - November 2014
CliftonLarsonAllen January 2014 - March 2014
Carolinas Healthcare System May 2013 - July 2013
Salon Piper Glen August 2009 - May 2010
Education
University of North Carolina at Wilmington 2010 — 2014
BSBA, Accounting, 3.99
Appalachian State University 2012 — 2012
CliftonLarsonAllen April 2015 - Present
Office of Legislative Audits January 2014 - April 2015
AUDITORS OF PUBLIC ACCOUNTS October 2012 - December 2013
Sikorsky Aircraft Corporation April 2007 - October 2012
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft PowerPoint, Government Auditing, Pricing Analysis, Pricing, Aerospace, Medical Billing, CCH ProSystem fx, TeamMate, Oral & Written...
Education
University of New Haven 2007 — 2009
Master of Business Administration, Business Administration – Accounting
Albertus Magnus College 2004 — 2006
Bachelor of Science, Business Administration - Accounting
McGladrey May 2015 - Present
CliftonLarsonAllen February 2015 - April 2015
CliftonLarsonAllen May 2014 - August 2014
Flinn Scientific May 2012 - August 2013
Packaged Concrete, Inc. May 2010 - August 2011
Skills
Microsoft Excel, Accounting, Microsoft Office, Financial Analysis, PowerPoint, Teamwork, Financial Accounting, Microsoft Word, Auditing, Financial Reporting, Research, Corporate Finance, Customer Service, Leadership, Financial Modeling, English, Tax, Data Analysis, Time Management, Team Leadership
Education
Augustana College 2010 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
Kaneland High School
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen September 2011 - November 2013
PNC June 2010 - September 2011
PNC Investments August 2009 - January 2011
National City Bank 2006 - 2009
Wells Fargo Advisors August 2004 - January 2006
Weaver Ridge 1998 - 2006
Weaver Ridge 1998 - 2006
Skills
Bank Secrecy Act, ACH, Regulatory Compliance, Fair Lending, Auditing, Mortgage Lending, Mortgage Underwriting, Trust, Retail Banking, Bank Management, Investment Management, Credit Risk, Quality Auditing, Fiduciary Services, Trust Services, Anti Money Laundering, FCRA, FACTA, Fiduciary, FinCEN, OFAC, Suspicious Activity..., Risk Assessment, Training, Regulations, Banking, Financial Services, Series 7, Mutual Funds, Loans, Consumer Lending, Wealth Management, Financial Institutions, Finance, AML, Risk Management, Credit, Due Diligence
Education
Cannon Institute of Higher Learning 2012 — 2012
Trust Audit, Compliance & Risk Management I, Trust Audit & Risk Management
Eastern Illinois University 2002 — 2006
Bachelors of Science, Finance, Economics, 3.67
Peoria Notre Dame High School 1998 — 2002
CliftonLarsonAllen September 2009 - Present
Skills
Tax Research, Partnership Taxation, Accounting, Corporate Tax
Education
Arizona State University, W. P. Carey School of Business 2008 — 2009
Masters, Taxation
Arizona State University, W. P. Carey School of Business 2006 — 2008
B.S., Accountancy
University of Minnesota September 2008 - Present
CliftonLarsonAllen February 2015 - April 2015
Green Tree Servicing March 2014 - January 2015
The McKnight Foundation September 2013 - February 2014
Education
University of Minnesota-Twin Cities 2008 — 2010
Anoka Ramsey Community College 2006 — 2008
A.A., Generals
Arizona Humane Society May 2015 - Present
CliftonLarsonAllen July 2003 - Present
Xyron 2002 - 2003
Skills
Financial Reporting, CPA, Auditing, Investments, Real Estate, Accountants, GAAP, Accounting, Internal Controls, Tax, Financial Accounting, Financial Analysis, US GAAP, Tax Preparation, Sarbanes-Oxley Act, Income Tax, General Ledger, Corporate Tax, QuickBooks, SEC Filings, Financial Statements, Assurance, Mergers & Acquisitions, SEC filings, Finance
Education
Arizona State University 2002 — 2004
BS, Accounting
Arizona State University, W. P. Carey School of Business 1997 — 2002
BS, Finance
CliftonLarsonAllen May 2015 - Present
HSF-Group August 2010 - May 2015
New England Tractor Trailer Training School (NETTTS) June 2013 - August 2014
Alexander Proudfoot April 2010 - August 2010
Maine Pointe April 2006 - March 2010
Eldred Wheeler March 2005 - April 2006
Atlantic Custom Cabinetry March 2003 - March 2005
Plimoth Plantation July 2000 - March 2003
Anchor Capital Advisors April 1994 - July 2000
State Street Bank and Trust January 1991 - December 1992
Skills
Strategic Planning, Business Planning, Non-profits, Budgeting, Operations Management, Process Improvement, Business Strategy, Microsoft Office, Change Management, Business Analysis, Budgets, Executive Management, Leadership, Management Consulting, Analysis, Operational Excellence, Business Process, Internal Controls, Six Sigma, Finance, Marketing, Nonprofits, Project Planning, Training
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1989
MBA, Finance and Management
Northeastern University 1980 — 1984
BSBA, Finance and Management
University of Massachusetts, Amherst 1977 — 1979
none, Electrical Engineering
Duxbury High School 1972 — 1976
The Millice Group January 2015 - Present
CliftonLarsonAllen September 2013 - December 2014
Clifton Gunderson LLP June 2010 - April 2013
Nelnet November 2006 - January 2010
Sports Authority December 2004 - October 2006
Skills
Accounting, Office Management, Financial Reporting, SharePoint, Teamwork, Event Planning, Employee Relations, Vendor Management, Project Management, Training, Onboarding
Education
Olean Business Institute 1987 — 1988
CliftonLarsonAllen May 2002 - Present
Skills
Auditing, Assurance, CPA, GAAP, Internal Controls, Accounting, US GAAP, Financial Reporting, Financial Accounting, Tax, Corporate Tax, Financial Analysis, Financial Statements, Tax Preparation, External Audit, Forensic Accounting, Tax Accounting, Income Tax, Internal Audit, Sarbanes-Oxley Act
Education
Adams State University 1998 — 2002
BS, Business Adminstration with an emphasis in accounting.
CliftonLarsonAllen October 2013 - Present
GWSCPA 2008 - Present
BDO, USA (formerly Argy, Wiltse & Robinson, P.C.) March 2007 - August 2013
PricewaterhouseCoopers September 1999 - March 2007
Arthur Andersen June 1997 - September 1999
Skills
Tax, Accounting, Income Tax, Tax Research, Tax Preparation, US Tax, Tax Advisory, Tax Returns, Financial Reporting, GAAP, Tax Accounting, CPA, US GAAP, Tax Law, Forensic Accounting, FASB, Financial Accounting, Big 4, Nonprofits, External Audit, International Tax, Financial Statements, SEC filings, Mergers & Acquisitions, Revenue Recognition
Education
American University 2004 — 2010
Master of Science (MS), Taxation
James Madison University - College of Business 1996 — 1998
BBA, Accounting
Fort Defiance 1984 — 1987
CliftonLarsonAllen January 2014 - Present
Lowes Home Improvement June 2009 - August 2012
Rowley Bushue & Company LLP January 2012 - April 2012
Skills
Auditing, Accounting
Education
Ball State University 2008 — 2013
Bachelor of Science (B.S.), Accounting and Finance, 3.8
Discover June 2015 - Present
CliftonLarsonAllen August 2014 - May 2015
Discover Financial Services June 2014 - August 2014
CliftonLarsonAllen January 2014 - May 2014
JPMorgan Chase June 2012 - December 2013
Gap Inc./Old Navy May 2011 - September 2012
Skills
Banking, Credit, Financial Analysis, Cash Management, Finance, Microsoft Excel, Customer Service, Retail Banking, Sales, PowerPoint, Time Management, Commercial Banking, Leadership
Education
Arizona State University 2011 — 2015
Bachelor's degree, Accounting
American Alliance of Museums August 2014 - Present
CliftonLarsonAllen January 2010 - August 2014
LitCon Group, LLC June 2009 - July 2009
Deloitte January 2007 - February 2009
Lockheed Martin 2009 - 2009
Public Company Accounting Oversight Board August 2006 - December 2006
Intelsat General Corporation May 2005 - June 2006
Skills
Tax, Corporate Tax, Tax Accounting, Income Tax, Tax Research, GAAP, CPA
Education
American University 2003 — 2006
Bachelors, Accounting, Finance
Calvin C. Kuhn Consulting September 2014 - Present
CliftonLarsonAllen 2013 - 2014
CliftonLarsonAllen 1996 - 2013
City of Noblesville 1993 - 1996
Attorney General, State of Indiana 1981 - 1993
Attorney General, State of Indiana 1978 - 1981
Skills
Mun-ease, Municipal..., Donald R. Frey BUCS..., Sage Fixed Asset..., Financial Reporting, Internal Controls, Auditing, GAAP, Accounting, Assurance, Financial Accounting, Strategic Planning, Forensic Accounting, Tax Preparation, Budgets, US GAAP, Financial Analysis, Leadership, Financial Statements, Management
Education
Butler University 1987 — 1990
MBA
Ball State University 1973 — 1977
Bachelor of Science (BS), Business Administration and Management, General
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP April 2011 - January 2012
Grant Thornton July 2006 - April 2011
McGladrey & Pullen 2000 - 2006
RSM McGladrey 2000 - 2006
McGladrey & Pullen 1997 - 2000
Deloitte & Touche 1993 - 1997
Skills
Income Tax, Tax, Corporate Tax, Tax Research, Tax Advisory, Strategy, CPA, Accounting, Tax Preparation, Management, Leadership, GAAP, International Tax, Tax Accounting, Partnership Taxation, Tax Law
Education
DePaul University 1986 — 1989
MST, Taxation
Augustana College 1978 — 1982
B.A., Accounting, Business Administration
CliftonLarsonAllen January 2000 - Present
Clifton Gunderson LLP 2005 - 2010
Polo Police Department April 1996 - December 1999
Skills
Project Planning, Information Technology, Security, Network Administration, Business Development, Networking, Disaster Recovery, Project Management, IT Strategy, Information Security, Network Design, Software Development, CISSP, Managed Services, Budgets, VoIP, IT Audit, Management, Process Improvement, Nonprofits, Consulting, System Administration, Active Directory, Technical Support, Business Continuity, Information Security..., Network Security
Education
Ashford University 2013 — 2014
Bachelor's Degree, Criminal Justice/Law Enforcement Administration
Sauk Valley Community College 2004 — 2006
A.A.S., Criminal Justice
CliftonLarsonAllen November 2012 - Present
CliftonLarsonAllen January 2012 - November 2012
Clifton Gunderson LLP June 2011 - December 2011
University of Delaware June 2009 - July 2011
American University chapter of Alpha Kappa Psi August 2009 - December 2009
Skills
Access, SQL, Accounting, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Microsoft Excel, QuickBooks, Internal Controls, Financial Statements, Financial Modeling, Budgets, Microsoft Office, Finance, Account Reconciliation
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2011
MS, Accounting
American University - Kogod School of Business 2006 — 2009
BS, Accounting, International Business
Universidad Pontificia Comillas 2008 — 2008
Business Administration
CliftonLarsonAllen 1996 - Present
Skills
Auditing, Financial Reporting, Internal Controls, Financial Accounting, CISA, IT Audit, Tax, Sarbanes-Oxley Act, External Audit, Accounting, Assurance, Forensic Accounting, Enterprise Risk..., GAAP, ITGC, Internal Audit, SAS70, Financial Analysis, COSO, Financial Audits, Financial Risk, Finance, Corporate Tax, Financial Statements, Information Security..., US GAAP, Information Technology, Income Tax, Fixed Assets, SEC filings, Segregation of Duties, Governance, SSAE 16, Certified Fraud Examiner, Tax Preparation, SOX 404, CPA, CISM, Information Security, Risk Management, Sarbanes-Oxley, Due Diligence, Revenue Recognition, FISMA, General Ledger, Risk Assessment, Cash Flow, Financial Modeling, Fraud, COBIT
Education
American University 1985 — 1987
MA, Economics
Corbett & Robbins, LLP November 2014 - Present
CliftonLarsonAllen November 2011 - November 2014
Middleton, Burns & Davis, PC January 1998 - October 2011
Grant Thornton LLP May 1994 - December 1998
Skills
Estate Planning, Succession Planning, Business Tax, Individual Taxation, Fiduciary Tax, Strategic Planning, Estate Tax Planning, CPA, Tax, Financial Analysis, Management, Corporate Tax, Tax Accounting, Financial Advisory, Financial Planners, Fiduciary, Trusts, Retirement Planning, Mergers & Acquisitions, Partnership Taxation, High Net Worth..., Income Tax, Small Business, Tax Law, Accounting
Education
Universy of Wisonsin at Oshkosh 1984 — 1987
Master of Science, Accounting
Arizona State University 1975 — 1981
Master of Music, Composition
CliftonLarsonAllen September 2014 - Present
Estep Burkey Simmons, LLC May 2012 - April 2014
State Farm Agent, Mike Wright July 2011 - May 2012
Advanced Property Preservations May 2010 - June 2011
Dauby O'Connor & Zaleski January 2010 - April 2010
Skills
Time Management, Business Communications, Analytical Abilities, Accounting, Auditing, GAAP, Financial Accounting, Financial Reporting, US GAAP, Tax, Financial Analysis, Financial Statements, General Ledger, Microsoft Excel, Accounts Payable, QuickBooks, Bookkeeping, Account Reconciliation, Internal Controls, Payroll, External Audit, Small Business, Assurance, Tax Returns, Tax Preparation, Accounts Receivable, Analytical Skills, Corporate Tax, HUD audits, Income Tax, Partnership Taxation, Tax Accounting, Tax Research, Fixed Assets, Internal Audit
Education
Ball State University - College of Business 2005 — 2009
Bachelor of Science in Business Administration, Accounting, Marketing, 3.8
City of Westminster College - London 2008 — 2008
Study Abroad, Cultural Studies/Critical Theory and Analysis
Patheon May 2014 - November 2014
ClosedWon June 2013 - March 2014
CliftonLarsonAllen April 2013 - June 2013
Qforma Inc March 2011 - November 2012
PPD February 2008 - March 2009
PPD September 2007 - February 2008
Novogradac & Company LLP January 2006 - March 2006
Austin Regional Clinic January 2002 - December 2003
Skills
Salesforce.com, Healthcare, Pharmaceutical Industry, Customer Service, Microsoft Excel, Training, CRM, Databases, Sales Operations, Management, Sales Support, Process Improvement, Microsoft Office, Cross-functional Team..., Salesforce.com..., Microsoft Word, Clinical Trials, Project Planning, Windows, Sales, Leadership, Team Leadership, Accounting, Conga Composer, Cloud Computing
Education
Texas State University-San Marcos 2005 — 2007
B.B.A., Accounting
Austin Community College 2000 — 2002
Associate of Applied Science, Medical Laboratory Technology
Arizona State University November 2012 - Present
CliftonLarsonAllen January 2015 - May 2015
Workiva June 2014 - December 2014
United States Air Force March 2009 - December 2012
Skills
Security Clearance, Data Analysis, Team Leadership, Teamwork, Team-oriented, Microsoft Office, Customer Service, Criminal Investigations, Correlation, Coordination, Public Speaking, Microsoft Excel, Policy
Education
Arizona State University 2014 — 2015
Master’s Degree, Accounting
Arizona State University 2013 — 2014
Bachelor's Degree, Accounting, Summa Cum Laude
University of Maryland Baltimore County 2004 — 2006
Bachelor of Arts (B.A.), Psychology, Magna Cum Laude
CliftonLarsonAllen September 2015 - Present
KeyBank May 2015 - August 2015
Lertikal Production January 2013 - May 2015
Comerica Bank April 2011 - September 2011
US Navy July 2006 - August 2011
Skills
Wireshark, Splunk, ArcSight, Nmap, pfSense, Python, PHP, C++, Java, Customer Service, PowerPoint, Teamwork, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Social Media, Public Speaking
Education
Baldwin-Wallace College 2013 — 2015
Bachelor of Computer Science, Computer Networking and Security Analyst - Minor: National Security, GPA - 3.5
Baker College of Clinton Township 2011 — 2013
Bachelor of Computer Science, Computer Networking and Security Anaylst
CliftonLarsonAllen January 2011 - Present
Bemidji State University April 2007 - July 2011
City of Baudette May 2007 - August 2009
Skills
Accounting, Microsoft Excel, Auditing, Microsoft Word, Accounts Payable, Microsoft Office, PowerPoint, Accounts Receivable, Financial Reporting, Financial Statements
Education
Bemidji State University 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Moore Stephens Lovelace July 2015 - Present
CliftonLarsonAllen June 2014 - June 2015
Kiefer Bonfanti & Co. LLP January 2011 - June 2014
UBC Group August 2006 - January 2011
Zhivago's Restaurant July 2004 - August 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Management, Internal Controls, Auditing, QuickBooks, Tax Returns, Tax Preparation, Tax, Financial Accounting, Income Tax, Account Reconciliation, General Ledger, GAAP
Education
University of Missouri-Saint Louis 2010 — 2010
Master's Degree, Accounting
University of Missouri-Saint Louis 2002 — 2004
Bachelor's Degree, Accounting
2000 — 2001
BSBA
Belarusian State University 1998 — 2000
BSBA, International Business
CliftonLarsonAllen January 2006 - Present
Skills
Auditing, Local Government, GAAP, CPA, Internal Controls, Accounting, Assurance, Financial Reporting
Education
Bemidji State University 2002 — 2006
Bachelors, Accounting
CliftonLarsonAllen 2007 - Present
Roth & Company CPA's 2001 - 2006
Fogg, Nims and Company 1985 - 2001
Education
Albion College 1981 — 1985
BA, Economics and Management/Accounting
CliftonLarsonAllen May 2015 - Present
Arizona Society of CPAs June 1999 - July 2014
Arizona Society of CPAs July 1997 - June 1999
Arizona Society of CPAs October 1994 - July 1997
Chase 1993 - 1994
Skills
Budgets, Nonprofits, Financial Analysis, Strategic Planning, Training, Small Business, Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2013
MBA, Accounting
Arizona State University 2003 — 2009
Bachelors, Accounting
Och-Ziff Capital Management August 2015 - Present
PwC August 2013 - August 2015
PwC June 2012 - August 2012
Sun Lakes Fire District April 2011 - May 2012
CliftonLarsonAllen January 2012 - April 2012
Wells Fargo March 2008 - December 2011
Skills
Accounting, SEA Rule 15c3-3:..., Hedge Accounting, Financial Instruments, Interest Rate..., Credit Derivatives, Securitizations, Repurchase and Reverse..., Securities Industry, Securities Financing, Business Statistics, Financial Statement..., Financial Reporting, Business Economics, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2013
Masters of Accountancy
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Sciences, Accountancy & Economics
Deloitte June 2015 - August 2015
CliftonLarsonAllen June 2014 - July 2014
Sandia National Laboratories May 2013 - August 2013
Business Evolutions January 2009 - May 2013
Sandia Resort & Casino May 2011 - July 2011
Skills
Accounting, Outlook, Spreadsheets, Microsoft Office, PowerPoint, Access, Data Entry, Microsoft Excel, MS Excel Pivot Tables, Oracle, TeamMate, Telephone Skills, Pivot Tables, OS X, Customer Service, Microsoft Office 2007
Education
Arizona State University 2015 — 2016
Master of Taxation, Accounting
New Mexico State University - Main Campus 2012 — 2015
Bachelor, Accounting (ACCT)
La Cueva High School 2008 — 2011
KPMG US September 2014 - Present
CliftonLarsonAllen August 2013 - July 2014
McGladrey November 2011 - August 2013
Skills
Auditing, Internal Controls, US GAAP, Accounting, Assurance, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Financial Statements, General Ledger, Communication Skills, Client Relations Skills, Project Planning, Project Management, Business Analysis, Business Process, Business Process..., Collaborative Leadership, Collaborative Problem..., Team Building, Team Management, Teamwork, Data Analysis, Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, Hands-on Training, Organization, Customer Service, Committed to Customer..., External Audit
Education
Assumption College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Assumption College 2007 — 2011
Bachelor of Arts (B.A.), Accounting
CliftonLarsonAllen January 2015 - April 2015
Lowe's Companies, Inc. September 2009 - December 2014
InHarvest November 2013 - April 2014
Marketplace Foods September 2012 - April 2013
Education
Bemidji State University 2012 — 2016
Bachelor's degree, Accounting and Finance
Bemidji State University 2012 — 2014
Other, Accounting B.S.
CliftonLarsonAllen May 2015 - Present
Seattle Metropolitan Chamber of Commerce June 2014 - September 2014
Activate Cellular July 2012 - October 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Teamwork, Social Media, Windows, Sales, English, Research, Outlook, Retail, Time Management, Marketing, Social Media Marketing, Accounting
Education
Eastern Washington University 2011 — 2015
Bachelor's Degree, Professional Accounting
Bellevue Community College 2009 — 2011
CliftonLarsonAllen April 2015 - Present
Mohu Consumer Electronics December 2012 - April 2015
Monaghan Group, PLLC November 2011 - December 2012
Kinetic Systems, Inc. November 2009 - June 2011
International Textile Group November 2007 - November 2009
Pharmagraphics March 2002 - November 2007
McGladrey & Pullen November 1997 - March 2002
DMJ & Company November 1994 - November 1997
Skills
Leadership, Accounting, Financial Reporting, Budgets, Process Improvement, Change Management, Internal Controls, Strategic Planning, Payroll, Finance, Accounts Payable, Sarbanes-Oxley Act, Financial Accounting, US GAAP, CPA
Education
Appalachian State University 1989 — 1994
BSBA, Accounting
CliftonLarsonAllen June 2015 - Present
Centers for Disease Control and Prevention June 2013 - January 2015
U.S. Nuclear Regulatory Commission September 2008 - June 2013
US EPA December 2000 - September 2008
Skills
IT systems development, Financial System..., Organizational..., Organizational..., Strategic Planning, Customer Service, Financial Reporting, Financial Analysis, Financial Accounting, Financial Policies &..., Internal Audit, Internal Controls, Financial Operations, Payroll, Accounts Payable, Leadership, Accounts Receivable, Federal Procurement, Financial Systems Design, Budget..., Budgets, Government, Policy Analysis, Analysis, Risk Management, Policy
Education
American University 1979 — 1981
Master's degree, Public Financial Management
University of Florida 1972 — 1976
Bachelor of Science in Business Administration., Accounting and Finance
CliftonLarsonAllen May 2015 - Present
Skills
Accounting, Non-profits, Month End Close, General Ledger, Reconciliation, Excel, Payroll, Budgeting, Accounts Payable, Accruals
Education
Montgomery College 2005 — 2008
Certificate
Тверской Государственный Технический Университет 1993 — 1998
BS/MS
CliftonLarsonAllen August 2012 - Present
Prairie Wind Energy LLC June 2007 - 2015
LarsonAllen August 2007 - November 2010
LarsonAllen August 2004 - July 2007
LarsonAllen January 2002 - July 2004
Cargill June 2001 - August 2001
Rural Cellular Corporation May 2000 - August 2000
Skills
Accounting, Auditing, Employee Benefits, CPA
Education
Bemidji State University 1998 — 2001
Bachelor of Science, Accounting and Business Administration
CliftonLarsonAllen January 2013 - Present
Truluck's February 2010 - May 2013
Hill, Barth & King LLC January 2011 - April 2012
Starbucks September 2007 - May 2011
Skills
Tax Preparation, Sales Management, Staff Supervision, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Access, ProSystem fx Tax, Accounting, Tax, Time Management, QuickBooks, Finance, Budgets, Account Reconciliation, Financial Reporting, Financial Accounting, Bookkeeping, Income Tax, Auditing, Financial Analysis, Corporate Tax, Financial Statements, Microsoft Office, Accounts Payable, Internal Controls, CPA, Tax Returns, Tax Accounting, General Ledger, Management, Accounts Receivable, Partnership Taxation, Fixed Assets, Journal Entries, Public Speaking, Sales, Teamwork, Tax Research, Due Diligence, Leadership
Education
Florida Gulf Coast University 2014 — 2015
Master of Science (M.S.), Accounting and Taxation
Florida Gulf Coast University 2010 — 2012
Bachelor's degree, Accounting
Universitatea Agrară de Stat din Moldova 2004 — 2007
Bachelor's degree, Banking and Financial Support Services
Peterson Sullivan LLP July 2015 - Present
CliftonLarsonAllen December 2013 - June 2015
Pamela Page Bookkeeping Services 1996 - 2013
Ernst & Young 1988 - 1993
Skills
Accounting, Full-Charge Bookkeeping, Payroll Services, Payroll Taxes, Tax Preparation, Office Management, QuickBooks, Microsoft Excel, Microsoft Word, General Ledger, Public Speaking, Financial Accounting, Microsoft Office, Income Tax, Financial Reporting, Customer Service, Tax Returns, Tax, Budgets, Internal Controls, Financial Analysis, Outlook, Accounts Payable, Accounts Receivable, Leadership
Education
Bellevue College
Business Administration and Management, General
Oklahoma Christian University
Accounting
Baker Tilly Virchow Krause, LLP January 2011 - Present
Kern, DeWenter, Viere January 2010 - April 2010
CliftonLarsonAllen January 2009 - April 2009
Fluid System Components May 2002 - October 2004
Skills
Tax, Tax Research, Auditing
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master of Business Taxation (MBT)
Saint Cloud State University - G.R. Herberger College of Business 2005 — 2010
Bachelor of Science, Accounting
Alexandria Technical College 2000 — 2002
diploma, Fluid Power
Spot Freight, Inc December 2013 - Present
CliftonLarsonAllen May 2013 - August 2013
White River Aquatics May 2012 - September 2012
Sigma Chi Fraternity January 2011 - December 2011
Champaign Park District May 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, QuickBooks, Accounting, Dedication to..., Auditing, Teamwork, Recruiting, Time Management
Education
Ball State University 2009 — 2013
B.S, Accounting
Midwest Plan Advisors January 2015 - Present
American Airlines May 2014 - Present
BMBG March 2011 - November 2013
CliftonLarsonAllen January 2013 - April 2013
TT May 2012 - January 2013
DeKalb County Youth Service Bureau April 2011 - June 2012
TCOC May 2009 - October 2011
Delnor Community Hospital April 2011 - September 2011
Azafady September 2007 - December 2007
Skills
Management, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Corporate Tax, Marketing Strategy, Personal Income Tax..., Photoshop, Program Development, Project Planning, Social Media Marketing, Analysis, Finance, Microsoft Office, Program Management, Public Health, Public Speaking, Sales, Time Management, Project Management, Promotions, ProSystem fx Tax, Marketing, Accounting, Financial Analysis, Teamwork, Salesforce.com, Event Planning
Education
Benedictine University 2011 — 2013
Master of Science (MS), MBA-Accounting
University of Illinois at Urbana-Champaign 2005 — 2009
BS, psychology and neuroscience
Somonauk High School 2001 — 2005
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP May 1989 - August 2015
Condley and Company, L.L.P. June 1984 - May 1989
Skills
Quickbooks, Accounting, Auditing, GAAP, QuickBooks, CPA, Tax Preparation, Strategic Planning, Forecasting, Financial Statements, Partnership Taxation, SEC filings, Internal Controls, Income Tax, Financial Reporting, SEC Filings
Education
Baylor University - Hankamer School of Business 1980 — 1984
BBA, Accounting
CliftonLarsonAllen April 2013 - Present
CliftonLarsonAllen December 2010 - April 2013
CliftonLarsonAllen September 2003 - December 2010
Curative Care Network November 2001 - September 2003
The Revere Group September 1998 - November 2001
Medical College of Wisconsin March 1996 - September 1998
Skills
Office Management, Recruiting, Performance Management, PeopleSoft, Employee Relations, Operations Management, Personnel Management, Accounting, Human Resources
Education
Alverno College 1993 — 1998
BA, Professional Communcations
Predictive Index
Certification
Arizonas Children Association July 2015 - Present
Arizona's Children Association June 2014 - Present
Child Care 2006 - 2014
CliftonLarsonAllen May 2012 - August 2012
Skills
Nonprofits, Community Outreach, Critical Thinking, Public Speaking, Microsoft Office, Microsoft Excel, Fundraising, Program Development, PowerPoint, Goal Oriented, Office Administration, Crisis Intervention, Behavioral Health, Close Attention to..., Case Management, Written & Verbal..., Creative Problem Solving, Conscientious, Multi Tasking, file retention, Events Coordination, Project Coordination, Motivated self-starter
Education
Arizona State University 2012 — 2014
Bachelor's Degree, Human Development and Family Studies
Scottsdale Community College
Associate of Arts (AA)
Omak High School 2004 — 2008
BCforward August 2014 - Present
CliftonLarsonAllen July 2007 - August 2014
Skills
CPA, Auditing, Internal Controls, Accounting, Assurance, GAAP, Employee Benefits, General Ledger, Account Reconciliation, External Audit, Cash Flow, Accounts Payable, Financial Statements, Revenue Recognition, Consolidation, Financial Audits, Fixed Assets
Education
Ball State University - College of Business 2002 — 2007
BS & MS, Accounting
CliftonLarsonAllen April 2014 - Present
Graphic Communications Local 1B Health and Welfare Fund April 2011 - April 2014
St. Paul Plumbing and Heating May 2010 - May 2011
Primerica Financial Services March 2003 - May 2010
Skills
Small Business, Retirement Planning, IRAs, Retirement, Mutual Funds, Series 6, Financial Education, Life Insurance, 401k, Long-term Care, Investments, Strategic Financial..., Series 63, Income Protection, Team Building, Mortgage Lending, Financial Services, Series 26, Financial Accounting, Business Analysis, Non-profit..., QuickBooks, Tax Advisory, Corporate Finance, Fixed Annuities, Budgets, Financial Analysis, Leadership, Financial Planning, Public Speaking, Management, Customer Service
Education
American Public University System 2013 — 2015
Bachelor’s Degree, Accounting, 3.8 GPA
American Public University System 2011 — 2013
Bachelor of Arts (BA), Business Administration and Management, General, 3.9 GPA
Century College 2000 — 2003
2 YR, General Education
CliftonLarsonAllen June 1997 - Present
Skills
Government Accounting..., Tax Preparation, GAAP, Tax, CPA, Auditing, Financial Statements
Education
Arizona State University 1992 — 1996
Bachelor of Science (BS), Accounting
CliftonLarsonAllen June 2015 - Present
Pavement Surface Control September 2007 - January 2015
Tri-Cities Enterprise Association December 1998 - January 2007
Parents Anonymous of Arizona Inc April 1998 - September 1998
The Salvation Army June 1982 - January 1998
Skills
Quickbooks, General Ledger, Accounts Payable, Accounting, Financial Reporting, Finance, Account Reconciliation, Budgets, Payroll, QuickBooks, GAAP, Variance Analysis, Cash Flow, Cost Accounting, Fixed Assets, Invoicing, Public Speaking
Education
Azusa Pacific University 1980 — 1982
Associate of Arts (AA), Business Administration and Management, General
Wilfrid Laurier University 1971 — 1973
2 yrs toward BA (Bus. Admin.), Business Administration and Management, General
Woodstock Collegiate Institute 1965 — 1971
High School, Liberal Arts and Sciences, General Studies and Humanities
Francis & Company PLLC January 2015 - Present
CliftonLarsonAllen November 2012 - January 2015
Volunteer Income Tax Assistance (VITA) January 2012 - April 2012
RSM China Certified Public Accountants, Beijing, China January 2011 - January 2011
Zurich Insurance Group in Hong Kong (Fortune 500 company) January 2009 - January 2009
Skills
Mandarin, ACL, Microsoft Word, Excel,..., Accounting, Financial Reporting, Accounts Receivable, Accounts Payable, Auditing, Tax Preparation, Fixed Assets
Education
Arizona State University 2011 — 2012
Master of Accountancy, Accountancy, 3.3
Tianjin University of Finance and Economics 2007 — 2011
Bachelor of Management, Financial Management, 3.3
CliftonLarsonAllen May 2015 - Present
Private November 2009 - May 2015
Serenic Software March 2010 - June 2013
Maptek February 2007 - February 2009
Action Air July 2005 - October 2006
Intuit January 2003 - July 2005
Strategic Machine Tool, Inc., April 2001 - January 2003
CARQUEST 2000 - 2001
Merrick & Company 1997 - 1999
Skills
Account Reconciliation, Accounts Payable, Accounts Receivable, Accounting, Auditing, Analysis, Access, Axapta, Bookkeeping, Business Analysis, Business Process, Business Process..., Business Intelligence, Bank Reconciliation, Databases, Consulting, ERP, Finance, Financials, Financial Reporting, Financial Analysis, Fixed Asset Management, Financial Accounting, Financial Statements, Forecasting, GAAP, Payroll, Internal Audit, Leadership, Training, Software Documentation, Team Building, Invoicing, Purchasing, Process Improvement, Microsoft Dynamics, Navision, Software Implementation, Microsoft CRM, General Ledger, Professional Services, SQL Tuning, Fixed Assets, SharePoint, Enterprise Software, SaaS, SSRS, Oracle, Management, Workers Compensation
Education
Metropolitan State University of Denver 2014 — 2014
Bachelor of Arts (B.A.)
Arapahoe Community College
Associates
Metropolitan State College of Denver
Bachelors
CliftonLarsonAllen June 1999 - Present
Clifton Gunderson LLP June 1999 - Present
Education
Ball State University - College of Business 1995 — 1999
Bachelor's degree, Accounting
Aegerion Pharmaceuticals September 2014 - Present
The Community Builders, Inc. July 2014 - September 2014
The Community Builders, Inc. July 2013 - June 2014
CliftonLarsonAllen January 2012 - July 2013
Clifton Gunderson LLP October 2010 - January 2012
Strategic Health Care May 2010 - September 2010
Skills
Non-profits, Nonprofits, Government, Auditing, Internal Controls, Budgets, Grants, PowerPoint, Financial Accounting, GAAP
Education
Miami University 2006 — 2010
Bachelors, Accounting
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.)
CliftonLarsonAllen January 2015 - Present
Isenberg School of Management, UMass Amherst September 2013 - December 2014
Deutsche Bank Championship June 2014 - September 2014
Special Olympics Massachusetts May 2013 - September 2013
Onsport Pty Limited January 2013 - April 2013
Pawtucket Red Sox May 2012 - August 2012
University of Massachusetts Athletics Marketing and Promotion Street Team 2011 - 2012
Skills
Sports Management, Financial Accounting, Event Management, Sales, Sponsorship Sales, Sponsorship Activation, Management Accounting, Accounts Payable, Accounts Receivable, Ticket Operations, Ticket Sales, Account Management, Public Relations, Microsoft Office, Office Administration
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Bachelor of Science (B.S.), Accounting, Sport Management
Australian Catholic University
Seabury Group September 2012 - Present
CliftonLarsonAllen December 2011 - September 2012
Numberworks September 2011 - December 2011
Hines October 2005 - February 2011
Education
Augsburg College
BA, Accounting
Dairy Farmers of America June 2014 - Present
LIMELIGHT Drywall October 2013 - Present
KDV October 2012 - October 2013
CliftonLarsonAllen January 2012 - April 2012
Ryan, Hodgins & Associates CPAs July 2011 - September 2011
NORDBY DRYWALL INCORPORATED January 2005 - July 2011
Skills
Microsoft Excel, Customer Service, Tax Preparation, ProSystem fx Tax, Account Reconciliation, Financial Accounting, Managerial Finance, Microsoft Word, Financial Statements, Outlook, Forecasting, Data Entry, Finance, Microsoft Office, PowerPoint, Analysis, S Corporations, Fixed Assets, CPA, Research, Corporate Tax, Accounts Receivable, GAAP
Education
Augsburg College 2008 — 2011
Bachelor of Science (B.S.), Accounting and Finance
McLeod West 2004 — 2007
CliftonLarsonAllen January 2005 - Present
Education
Bemidji State University 2001 — 2005
Bachelor Degree, Accounting
CliftonLarsonAllen January 2015 - Present
Rowley Bushue & Company LLP September 2013 - December 2014
BDO USA, LLP December 2011 - August 2013
Marcum LLP February 2011 - December 2011
PricewaterhouseCoopers September 2008 - February 2011
Rowley Bushue & Company LLP January 2007 - May 2007
Skills
Tax Compliance, Corporate Tax, Individual Taxation, Partnership Taxation, Tax Preparation, Tax Research, eForms, CCH, GoSystems, Microsoft Office, ProSystem fx Tax, US Tax, Tax
Education
Ball State University - College of Business 2004 — 2008
B.A., Accounting, Spanish
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP January 2014 - September 2015
CliftonLarsonAllen January 2012 - January 2014
Middleton Burns & Davis, PC 2010 - January 2012
Grant Thornton 2007 - March 2010
Paul Majors CPA 1983 - 2007
Deloitte Haskins + Sells 1978 - 1980
Skills
CPA, Trusts, Tax Preparation, Tax Accounting, Accounting, Tax, Strategic Planning, Estate Planning, Income Tax, High Net Worth..., Retirement Planning, Retirement, Wealth, Corporate Tax, Estate Tax Planning, Tax Advisory, Partnership Taxation, Tax Returns, S Corporations, Tax Research, Tax Law, Trust, Sales Tax
Education
Baylor University 1974 — 1978
BBA, Accounting
Robt E Lee High School
PwC October 2011 - Present
Citrin Cooperman June 2009 - September 2011
Citrin Cooperman & Company, LLP January 2007 - June 2009
Anchin, Block & Anchin LLP July 2005 - January 2007
CliftonLarsonAllen 2001 - 2005
Skills
Brand Management, Integrated Marketing..., Strategic Communications, Customer Retention, Incentive Programs, Marketing, Public Relations, Proposal Writing, Marketing Communications, Marketing Strategy, Business Development, Email Marketing, Strategic Planning, Budgets, Social Media, Advertising, Marketing Management, Event Planning, Integrated Marketing, Social Media Marketing, Online Marketing, Media Relations, Strategy, Lead Generation, Direct Marketing, New Business Development, Market Research, Corporate Communications
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
MBA, Marketing and Industrial/Organizational Psychology
College of Notre Dame of Maryland 1999 — 2001
Communications, TV/Radio Production, Publication Editing & Design, Film Criticism, Advertising, Journalism, PR, Corp
Calvert High School 1993 — 1997
Viad Corp February 2013 - Present
CliftonLarsonAllen January 2007 - February 2013
Grant Thornton 2006 - 2006
David A. Lipinski, CPA 2004 - 2005
Skills
US GAAP, Assurance, Microsoft Excel, General Ledger, Account Reconciliation, Financial Reporting, Auditing, Accounting, Internal Controls, GAAP, Financial Accounting, Financial Analysis, CPA, Sarbanes-Oxley Act, Internal Audit, Financial Statements, External Audit
Education
Arizona State University, W. P. Carey School of Business 2004 — 2005
Bachelor's degree, Accounting
Arizona State University
Bachelor's degree, Marketing with a minor in Psychology
CVS Caremark Corporation September 2012 - Present
Duane Greene April 1995 - Present
CliftonLarsonAllen July 2009 - June 2012
HLB Mann Judd July 2011 - November 2011
Clifton Gunderson LLP February 2007 - July 2009
Apollo Group February 2004 - February 2007
Apollo Group April 2001 - February 2004
Conseco Finance May 1999 - March 2001
Skills
Internal Audit, Financial Accounting, Auditing, Budgets, Tax, Account Reconciliation, Finance, Financial Statements, IFRS, Assurance, Mergers & Acquisitions, Training, Tax Returns, US GAAP, Accounting, Internal Controls, GAAP, CPA
Education
University of Phoenix 2004 — 2006
Masters of Business Administration, Accounting
Arizona State University 1993 — 1997
Bachelor's, Human Resource Management
McGladrey August 2015 - Present
CliftonLarsonAllen January 2015 - August 2015
Regulatory Compliance Consulting June 2014 - January 2015
PlainsCapital Bank July 2013 - June 2014
Robert Half Management Resources March 2013 - July 2013
Kaiku Finance, LLC September 2012 - February 2013
Federal Deposit Insurance Corporation 2007 - September 2012
Skills
Financial Analysis, Compliance, PowerPoint, Excel, Risk Management, Word, Financial Reporting, Customer Relations, Strategic Planning, Business Planning, Business Analysis, New Business Development, Negotiation, Cross-functional Team..., Business Management, Insurance, Contract Negotiation, Problem Solving, Microsoft Word, Management, Microsoft Excel, Customer Service, Analysis, Finance, Banking, Loans, Due Diligence, Fraud, Financial Risk, Credit, Credit Analysis, Mortgage Lending, Asset Management, Auditing, Policy, Financial Services, Underwriting, Strategy, Bank Secrecy Act, Internal Controls, AML, Credit Risk, Risk Assessment, Financial Institutions, Commercial Lending, Commercial Banking, OFAC, Consumer Lending, Financial Regulation, Loan Origination
Education
Woodbury University 2005 — 2007
MBA, Business
Arizona State University 1998 — 2001
BIS, Psychology & Communications
The George Washington University Law School 2009 — 2009
Contract Oversight Management Certification
First Federal Savings Bank January 2015 - Present
CliftonLarsonAllen November 2014 - January 2015
Teachers Credit Union 1985 - 2014
Indiana Department of Financial Institutions 1981 - 1985
Skills
Insurance, Fraud, Banking, Financial Analysis, Risk Management, Internal Audit, Enterprise Risk..., Auditing, Finance, Mortgage Lending, Training, Project Management, Financial Risk, Strategic Planning, Credit, Sarbanes-Oxley Act, Loans, Credit Unions, Team Building
Education
Ball State University - College of Business
BS
CliftonLarsonAllen November 2012 - Present
Clifton Gunderson LLP October 2007 - November 2012
Kiesling Associates LLP 1997 - 2007
Skills
Sarbanes-Oxley Act, Auditing, CPA, Assurance, GAAP, US GAAP, Tax, Internal Controls, Financial Reporting, Accounting, Corporate Tax, Financial Accounting, Tax Preparation, External Audit, Income Tax, Financial Statements, IT Audit, Financial Analysis
Education
Augustana University (SD) 1975 — 1979
Your Part Time Controller February 2012 - Present
CliftonLarsonAllen June 2008 - May 2012
Norris Square Neighborhood Project August 2004 - June 2008
United Way Campaign for Working Families January 2005 - April 2005
AmeriCorps, City of September 2003 - July 2004
Skills
Accounting, QuickBooks, Auditing, Non-profits, Financial Reporting, Financial Statements, Peachtree, GAAP, Financial Analysis, CPA, General Ledger, Government Accounting, Internal Controls, Tax, Financial Accounting, Certified Fraud Examiner, Corporate Tax, Bookkeeping, Income Tax, Tax Returns, Sales Tax, Cash Flow, Assurance, Nonprofits, Tax Preparation, Account Reconciliation, Revenue Recognition, US GAAP, Forensic Accounting
Education
University of Pennsylvania 2010 — 2012
Graduate Certificate, Nonprofit Management
La Salle University - School of Business Administration 2006 — 2008
MBA, Accounting Focus
American University 1999 — 2003
BA, Criminal Justice
CliftonLarsonAllen April 2007 - Present
WhiteStone Farms LLP September 2005 - April 2007
Rock Island 2000 - 2004
Skills
Certified Fraud Examiner, Fraud Detection, Forensic Accounting, Data Analysis, Internal Audit, Internal Controls, Risk Assessment, Litigation Support, Analysis, Fraud, Financial Analysis
Education
The University of Chicago 2002 — 2005
MBA, Finance
Beloit College 1996 — 2000
B.S., Ecology, Evolution, Behavioral Biology
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen October 2010 - October 2013
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
Master of Taxation
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Accountancy
Financial Institutions Risk Management February 2015 - Present
CliftonLarsonAllen April 2008 - December 2014
UHY Advisors March 2007 - April 2008
CBIZ MHM, LLC February 2003 - March 2007
Jefferson Wells March 2001 - April 2002
Skills
Accounting, Auditing, Finance, Financial Analysis, Financial Reporting, GAAP, IT Audit, Internal Controls, Sarbanes-Oxley Act, General Ledger, Financial Statements, Risk Management
Education
Auburn University 1986 — 1989
BSc, Business Financial Management
Delta Air Lines May 2015 - Present
MicroNet Solutions, Inc May 1998 - Present
CliftonLarsonAllen November 2012 - May 2015
Delta Air Lines July 2002 - April 2012
Flywell Flying Club 2001 - 2003
Ecolab 2001 - 2002
Children's Hospitals and Clinics of Minnesota 2000 - 2001
Target February 1999 - December 1999
Imation January 1997 - February 1999
The Pillsbury Company / Grand Met January 1995 - January 1997
Skills
Flight Operations, Documentation, Aircraft, Testing, Process Improvement, Strategic Planning, Problem Solving, Customer Service, Team Leadership, Aerospace, Change Management, Airlines, Team Building, Compliance, Aviation, Mentoring, Excel, Public Speaking, Business Process..., Technical Writing, Visio, Business Analysis, Customer Relations, Microsoft Office, Analysis, Mergers, Integration, Transportation, Instructing, Learning Strategies, Learning Systems, Instructional Design, E-learning Development, Classroom Training, Airplane Multiengine..., Single Engine Land, Private Pilot, Flights, Airports, Commercial Aviation, Piloting, Microsoft Excel, Leadership, Software Documentation, Management, Program Management, Human Factors, E-Learning, Avionics, Operations Management
Education
Augustana University (SD) 1988 — 1992
BA, Comptuer Science
Mitchell High School 1986 — 1988
CliftonLarsonAllen September 2003 - Present
Skills
Management, Visio, Application Architecture, Process Improvement, Project Planning, Financial Reporting, Tax Preparation, Project Management, Technology, Accounting, Business Analysis, Tax, Auditing, Information Technology
Education
Augsburg College 1991 — 1996
BA, Business Management
CliftonLarsonAllen July 2010 - Present
Clifton Gunderson LLP July 2009 - July 2010
Clifton Gunderson LLP March 2007 - July 2009
APL 2002 - 2007
Kirkland & Ellis LLP 1999 - 2002
Skills
Windows 7, Windows Server, Active Directory, XP, VMware, Citrix
Education
Elmhurst College 2008 — 2010
MS, Computer Information Systems
University of Illinois at Chicago 1996 — 1999
BA, Psycholoogy, Criminal Justice
Benedictine University 1995 — 1996
Biology, General
Queen of Peace 1991 — 1995
Todd Tramonte Home Selling Team - Market Experts Realty July 2013 - Present
CliftonLarsonAllen December 2011 - July 2013
Larson Allen, LLP 2009 - July 2013
LarsonAllen LLP f/k/a Henry, Held & Reilly LLP November 2008 - November 2009
Henry, Held & Reilly, LLP January 2007 - November 2009
Deloitte & Touche 2005 - 2007
Deloitte Tax, LLP 2005 - 2007
Skills
Income Tax, Tax, Accounting, Corporate Tax, Tax Research, CPA, Partnership Taxation, Tax Accounting
Education
Baylor University 2000 — 2004
MAcc, Accounting
Baylor University - Hankamer School of Business 2000 — 2004
Masters of Accounting, Accounting
CliftonLarsonAllen April 2013 - Present
Skills
CISA, Security+ Certification, Network+ Certification, Gramm-Leach-Bliley, Information Security..., Cloud Computing, Technology Law, Legal Research, Information Security, Computer Security, Information Technology, Penetration Testing, Vulnerability Assessment, Governance, IT Audit, Vendor Management, Auditing
Education
University of Iowa College of Law 2005 — 2007
JD, Law
University of Iowa 1992 — 1993
MA, Political Science
Beloit College 1988 — 1992
BA, Government
CliftonLarsonAllen June 2015 - Present
Washington State Department of Corrections November 2013 - October 2014
WA-HI's 10-Year Reunion Committee February 2013 - July 2013
Staples May 2009 - July 2012
Sharpstein Elementary June 2007 - May 2009
Brasserie Four September 2008 - January 2009
Skylite Cellars June 2007 - January 2008
Skylite Gallery June 2007 - January 2008
Skills
Strategic Thinking, Creative Problem Solving, Marketing Strategy, Social Networking, Event Planning, Advertising, Marketing Communications, Microsoft Office, Building Customer..., Photo Editing, Maintaining Business..., Print Production, Microsoft Office Suite, Copy Editing, Time Management, Team Building, Project Management
Education
Bellevue University 2007 — 2008
Bachelor of Science, Advertising Managment
Kaplan University 2005 — 2007
Associate of Applied Science, Computer Information Systems with concentration in Web Development
CliftonLarsonAllen January 2012 - Present
UMBC 2011 - 2012
Rutland Beard Floral Group May 2007 - December 2011
Skills
Information Assurance, FISMA, HTML, Social Media, Strategic Planning, Problem Solving, Security, Network Security, Computer Security, Customer Service, Information Security, IPS, Risk Assessment, Nessus, Virtualization, Vulnerability Assessment, Penetration Testing, Information Technology, Firewalls, Networking, Management, Microsoft Office, Public Speaking, Information Security..., Marketing Strategy
Education
UMBC 2011 — 2012
Masters, Cybersecurity, Cyber/Computer Forensics and Counterterrorism, 3.9
Allegheny College 2002 — 2007
Bachelor, Art and Technology, Psychology
Gilman School 1996 — 2001
CliftonLarsonAllen January 2009 - Present
Skills
Employee Relations, Human Resources, HRIS, Personnel Management, Performance Management, PeopleSoft, New Hire Orientations, Talent Management, Talent Acquisition, Onboarding, College Recruiting, Workforce Planning, Benefits Administration, HR Policies, Nonprofits, Employee Benefits, Employee Engagement, Recruiting, Applicant Tracking..., Accounting, Deferred Compensation, Payroll, Compensation & Benefit, FMLA
Education
Arizona State University 2006 — 2008
Bachelor of Interdisciplinary Studies, Business and Communication
Arizona Public Service (APS) May 2015 - Present
CliftonLarsonAllen July 2013 - April 2015
Ledgent February 2013 - April 2013
CliftonLarsonAllen July 2006 - February 2013
Skills
CCH ProSystem fx, Fixed Assets, S Corporations, FIN 48, US Tax, ProSystem fx Tax, Tax Returns, Partnership Taxation, Income Tax, Tax Preparation, Corporate Tax
Education
Arizona State University West 2004 — 2006
BS, Accounting
Staples Motley Schools February 2012 - Present
CliftonLarsonAllen December 2008 - February 2012
Mas Tec May 2007 - December 2007
Education
Bemidji State University 2004 — 2008
Bachelor of Science, Accounting
Financial Institutions Risk Management February 2015 - Present
CliftonLarsonAllen February 2008 - December 2014
UHY Advisors 2006 - 2008
Mayer Hoffman McCann P.C. 2002 - 2006
Jefferson Wells 2000 - 2001
First Virginia Banks Inc 1989 - 1999
Skills
Enterprise Risk..., Internal Audit, Financial Institutions, Information Security..., Information Technology, IT Audit, CISA, Assurance, Auditing, COSO, GAAP, Internal Controls, SAS70, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Reporting, Financial Risk, Management
Education
Auburn University 1986 — 1989
Bachelor of Science, Business Financial Management
Eide Bailly LLP July 2012 - Present
CliftonLarsonAllen August 2010 - June 2012
Arizona State University August 2008 - May 2009
Education
Arizona State University, W. P. Carey School of Business 2008 — 2009
Bachelor of Science (B.S.), Accounting
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen February 2010 - Present
Grant Thornton LLP 2006 - 2010
Skills
Corporate Tax, Tax Research, Tax Accounting, CPA, Tax, Income Tax, Partnership Taxation, Tax Preparation, Tax Returns, Accounting, FIN 48
Education
Baylor University - Hankamer School of Business
BBA/MTax, Accounting
CliftonLarsonAllen LLP January 1988 - Present
CliftonLarsonAllen January 1988 - Present
Skills
Business consulting, Succession Planning, Tax preparation and..., Financial Statement..., Management Consulting, Income Tax, Tax, Financial Accounting, Estate Tax Planning, Start-ups, Budgets, Accounting, CPA, Financial Reporting, Strategic Financial..., Partnership Taxation, Tax Accounting, Internal Controls, Managerial Finance, GAAP, Tax Preparation, US GAAP, Corporate Tax, Auditing, Assurance, Tax Advisory, Tax Returns, S Corporations
Education
Bemidji State University 1973 — 1976
BS, Accounting
CliftonLarsonAllen November 2009 - Present
Deloitte August 2005 - November 2009
Ernst & Young 2000 - 2004
Education
Appalachian State University 1991 — 1995
Accounting, Accounting
CliftonLarsonAllen July 2014 - Present
CliftonLarsonAllen July 2012 - June 2014
APL May 2011 - July 2012
APL September 2009 - May 2011
APL October 2007 - August 2009
APL July 2006 - October 2007
Northwestern Mutual December 2005 - July 2006
Indiana Sports Corporation January 2004 - September 2005
Skills
Management, Negotiation, Event Planning, Accounting, Time Management, New Business Development, Logistics, Financial Reporting, Pricing, Operations Management, Customer Service, Microsoft Excel, Account Management, SAP, Visio, Recruiting, US GAAP, Financial Audits, Single Audit
Education
University of Colorado at Denver 2008 — 2012
MBA & Masters in Accounting, Taxation Specialization
Ball State University 2000 — 2005
Bachelor of Science, Marketing
Insight Policy Research May 2015 - Present
CliftonLarsonAllen January 2013 - May 2015
University of Denver September 2011 - November 2012
The Whitaker Group April 2010 - June 2011
The Whitaker Group May 2007 - April 2010
The Whitaker Group August 2006 - May 2007
Skills
QuickBooks, Budgets, Accounts Payable, Payroll, Accounts Receivable, Financial Statements, Research, Microsoft Excel, French, Invoicing, Financial Audits, External Audit
Education
University of Denver - Daniels College of Business 2011 — 2012
MACC, Accountancy
American University 2003 — 2007
BA, International Studies
American University - Kogod School of Business 2003 — 2007
BS, Business Administration
Université Paris Dauphine 2006 — 2006
The Wolff Company July 2013 - Present
CliftonLarsonAllen January 2012 - Present
EZ Shredding Solutions, LLC December 2010 - November 2011
Tempe Union High School District December 2009 - November 2010
Skills
Accounting, Tax Preparation, Tax, QuickBooks, Tax Accounting
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master's of Tax
Arizona State University 2009 — 2012
B.S. of Accountancy
McGladrey December 2014 - Present
CliftonLarsonAllen November 2014 - December 2014
CliftonLarsonAllen January 2013 - November 2014
CliftonLarsonAllen January 2012 - December 2013
LarsonAllen November 2011 - January 2012
LarsonAllen February 2011 - November 2011
Target December 2009 - February 2011
Skills
Accounting, QuickBooks
Education
Arizona State University - W. P. Carey School of Business 2007 — 2010
Markit October 2014 - Present
CliftonLarsonAllen January 2014 - April 2014
Skills
ProSystem fx Tax, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Leadership, Accounting, Microsoft Office, PowerPoint, Event Planning, Time Management, Outlook, Photography
Education
Baylor University 2011 — 2014
Bachelor of Business Administration (BBA), Accounting, Junior
CliftonLarsonAllen May 1985 - Present
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Financial Analysis, Tax, QuickBooks, General Ledger, Accounts Payable, Account Reconciliation, GAAP, Accounts Receivable
Education
Alexandria Technical College 1984 — 1985
CliftonLarsonAllen January 2013 - Present
Twinkle Star Boutique June 2009 - April 2012
First Place Complex 2007 - 2008
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Account Reconciliation, Financial Accounting, Financial Analysis, Accounts Payable, Accounting, Financial Reporting, Auditing, Access, Data Analysis, US GAAP, Customer Service, Financial Modeling, Time Management, GAAP, SEC filings, Tax, Tax Preparation, Teamwork, Budgets, Outlook, General Ledger, CPA, Tax Research, Fixed Assets, Invoicing, Accounts Receivable, Tax Accounting, Bookkeeping
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2012
Bachelor of Business Administration (BBA), Accounting
University of Otago 2011 — 2011
Barry University 2007 — 2009
Accounting
BlueCross BlueShield of Arizona March 2012 - Present
CliftonLarsonAllen December 2008 - March 2012
San Jose State University May 2000 - June 2006
Skills
Financial Reporting, Accounting, GAAP, Healthcare, Internal Controls, Auditing, US GAAP, Sarbanes-Oxley Act, CPA, General Ledger, Leadership, Assurance, External Audit, Financial Accounting, Financial Analysis, Financial Statements, Internal Audit
Education
Arizona State University West 2006 — 2008
Post Bac, Accounting
San Jose State University 1998 — 2000
MA, Sport Management
Fort Lewis College 1994 — 1997
BA, Humanities
Myers and Stauffer LC January 2013 - Present
CliftonLarsonAllen January 2012 - December 2012
Clifton Gunderson LLP October 2007 - December 2011
Mechanical Research and Design Engineering Institute of Sichuan 1998 - 2001
Skills
Assurance, Auditing, GAAP, Internal Controls, Accounting, Sarbanes-Oxley Act, External Audit, US GAAP, General Ledger, Corporate Tax, Financial Reporting, Tax, Account Reconciliation, Tax Preparation, Financial Accounting, Team Leadership, Training, Cost Accounting
Education
John Molson School of Business, Concordia University 2003 — 2006
BS, Accounting
Tianjin Polytechnic University 1993 — 1997
BS, Engineering
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen September 2012 - October 2014
Payors, Providers and Managed Care Consultants June 2004 - September 2012
Skills
Microsoft Office, Windows, SharePoint, MS Project, Microsoft SQL Server, SQL, Adobe Acrobat, Microsoft Dynamics, Office for Mac, Auditing, Financial Statements, Government Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Internal Controls, Accounting, US GAAP, Financial Analysis, Finance, Accounts Payable
Education
Arizona State University - W. P. Carey School of Business 2011 — 2012
MAcc, Accountancy
Arizona State University - W. P. Carey School of Business 2007 — 2011
Bachelors, Accoutancy
CliftonLarsonAllen August 2007 - Present
Education
Anderson University
Accounting
DeSales Community Housing Corporation June 2015 - Present
Community Asset Management Company - May 2012 - May 2015
Community Asset Management Company - January 2011 - December 2011
CliftonLarsonAllen January 2010 - December 2010
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Accounts Payable, Tax Preparation, Financial Accounting, Accounts Receivable, Journal Entries, GAAP, Income Tax, Fixed Assets, Financial Statements, Financial Analysis, Payroll
Education
Southern Illinois University, Carbondale 2008 — 2009
Bachelor's degree, Accounting
Barry University
Master of Business Administration (MBA), Business Administration and Management, General
Florida International University
Bachelor of Science (BS), Business Administration and Management, General
CliftonLarsonAllen July 2012 - March 2015
Arizona Department of Gaming August 2011 - July 2012
Arizona Department of Education July 2007 - August 2011
Wells Fargo February 2004 - July 2007
Skills
People oriented with..., Proficient in Microsoft..., Accounting, Auditing, Microsoft Excel, Outlook, Microsoft Word, Finance, Access, Government, Financial Reporting, Financial Analysis, Government Accounting, Financial Statements, Banking, Internal Controls, Financial Accounting, GAAP, Internal Audit, Account Reconciliation, Budgets, Data Analysis
Education
University of Phoenix 2010 — 2011
Master of Science, Accounting
Arizona State University 2005 — 2007
Bachelor of Science, Accounting
CliftonLarsonAllen May 2013 - Present
Radiance Medspa May 2005 - April 2008
Norcon General Contractors June 1994 - March 2004
Skills
Taxwise Proficient in..., Volunteer Income Tax...
Education
Anoka Technical College 2010 — 2013
Associate of Science (AS), Accounting