CliftonLarsonAllen Company
Description
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
Employee
Years
Job
Industry
Ashley Lacis Ashley Lacis's CliftonLarsonAllen Experience November 2012 - Present
Job Senior Health Care Consultant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2012 - Present
CliftonLarsonAllen January 2011 - October 2012
CCRC Actuaries, LLC June 2003 - December 2010
Skills
Microsoft Excel, Strategic Capital..., Continuing Care..., Financial Modeling, Pivot Tables, Deferred Revenue of..., Continuing Care at Home..., PowerPoint, Microsoft Word, Data Manipulation, Strategic Planning, Nonprofits, Financial Reporting, Accounting, Financial Analysis, Healthcare, Financial Accounting, GAAP, CPA, Finance
Education
University of Maryland Baltimore County 2015 — 2016
Master's Degree, Erickson School - Management of Aging Services
Carroll Community College 2011 — 2012
Accounting Certificate, 4.0
University of Maryland Baltimore County 2000 — 2003
BS; Cum Laude, Mathematics, 3.69
Franklin High School
CliftonLarsonAllen November 2012 - Present
CliftonLarsonAllen January 2011 - October 2012
CCRC Actuaries, LLC June 2003 - December 2010
Skills
Microsoft Excel, Strategic Capital..., Continuing Care..., Financial Modeling, Pivot Tables, Deferred Revenue of..., Continuing Care at Home..., PowerPoint, Microsoft Word, Data Manipulation, Strategic Planning, Nonprofits, Financial Reporting, Accounting, Financial Analysis, Healthcare, Financial Accounting, GAAP, CPA, Finance
Education
University of Maryland Baltimore County 2015 — 2016
Master's Degree, Erickson School - Management of Aging Services
Carroll Community College 2011 — 2012
Accounting Certificate, 4.0
University of Maryland Baltimore County 2000 — 2003
BS; Cum Laude, Mathematics, 3.69
Franklin High School
Amy Hendley, CPA Amy Hendley, CPA's CliftonLarsonAllen Experience October 2014 - Present
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen October 2014 - Present
Salo LLC March 2014 - September 2014
CliftonLarsonAllen September 2008 - February 2014
Minnesota Public Radio May 2007 - September 2008
Education
University of Minnesota - Carlson School of Management 2005 — 2008
B.S. Accounting/Finance, Accounting/Finance
CliftonLarsonAllen October 2014 - Present
Salo LLC March 2014 - September 2014
CliftonLarsonAllen September 2008 - February 2014
Minnesota Public Radio May 2007 - September 2008
Education
University of Minnesota - Carlson School of Management 2005 — 2008
B.S. Accounting/Finance, Accounting/Finance
Alex Christianson, CPA Alex Christianson, CPA's CliftonLarsonAllen Experience November 2012 - June 2013
Job Senior Financial Analyst
Industry Real Estate
Experience
Paces Lodging Corporation July 2013 - Present
CliftonLarsonAllen November 2012 - June 2013
CliftonLarsonAllen January 2011 - October 2012
Honeywell January 2009 - August 2009
Honeywell May 2008 - August 2008
Paces Lodging Corporation May 2007 - August 2007
Wildflower Golf Course May 2004 - August 2007
Skills
Audit, Financial Analysis, Excel, Hyperion, Accounting, Financial Reporting, Financial Modeling, Finance, Internal Controls, Financial Accounting, Access, Variance Analysis, Data Analysis, Analysis, Auditing, Experienced Business..., Hyperion Enterprise, GAAP, General Ledger, Craft Beer, Dinosaurs, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Major in Accounting and Finance, Minor in MIS
Paces Lodging Corporation July 2013 - Present
CliftonLarsonAllen November 2012 - June 2013
CliftonLarsonAllen January 2011 - October 2012
Honeywell January 2009 - August 2009
Honeywell May 2008 - August 2008
Paces Lodging Corporation May 2007 - August 2007
Wildflower Golf Course May 2004 - August 2007
Skills
Audit, Financial Analysis, Excel, Hyperion, Accounting, Financial Reporting, Financial Modeling, Finance, Internal Controls, Financial Accounting, Access, Variance Analysis, Data Analysis, Analysis, Auditing, Experienced Business..., Hyperion Enterprise, GAAP, General Ledger, Craft Beer, Dinosaurs, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Major in Accounting and Finance, Minor in MIS
Kimberly Lewis Chong, CPA Kimberly Lewis Chong, CPA's CliftonLarsonAllen Experience July 2002 - October 2013
Job Manager at Wilhelm & Wilhelm, LLC
Industry Accounting
Experience
Wilhelm & Wilhelm, LLC January 2014 - Present
CliftonLarsonAllen July 2002 - October 2013
PricewaterhouseCoopers August 1998 - June 2002
Skills
Financial Audits, Income Tax, Financial Reporting, Internal Controls, Not for Profit, QuickBooks, ProSystem fx Engagement, ProSystem fx Tax, Compilation Of..., Financial Statement..., Accounting, Tax Preparation, Financial Statements, Financial Accounting
Education
University of Iowa 1994 — 1998
Bachelor of Science (B.S.), Accounting
Wilhelm & Wilhelm, LLC January 2014 - Present
CliftonLarsonAllen July 2002 - October 2013
PricewaterhouseCoopers August 1998 - June 2002
Skills
Financial Audits, Income Tax, Financial Reporting, Internal Controls, Not for Profit, QuickBooks, ProSystem fx Engagement, ProSystem fx Tax, Compilation Of..., Financial Statement..., Accounting, Tax Preparation, Financial Statements, Financial Accounting
Education
University of Iowa 1994 — 1998
Bachelor of Science (B.S.), Accounting
Lisa Eiden Lisa Eiden's CliftonLarsonAllen Experience January 2014 - August 2015
Job Recruiter | Talent Acquisition | Shared Services | HR Operations | Generalist
Industry Accounting
Experience
Land O'Lakes, Inc. August 2015 - Present
CliftonLarsonAllen January 2014 - August 2015
Sterilmed 2013 - 2013
Sleep Number by Select Comfort 2012 - 2013
Sleep Number by Select Comfort 2009 - 2012
Sleep Number by Select Comfort 2006 - 2009
Sleep Number by Select Comfort 2004 - 2006
Sleep Number by Select Comfort 1997 - 2004
Skills
Onboarding, Talent Management, HRIS, Performance Management, Talent Acquisition, Human Resources, Recruiting, Employee Benefits, New Hire Orientations, Personnel Management, Vendor Management, Process Improvement, Program Management, Leadership, Employee Relations, Human Capital, College Recruiting, Sourcing, Employee Engagement, Interviews, Training, Internet Recruiting, Hiring, Corporate Recruiting, Full-life Cycle..., HR Policies, Organizational...
Education
St. Cloud State University
BA, Psychology
Carlson School of Management
Generalist Certificate
Land O'Lakes, Inc. August 2015 - Present
CliftonLarsonAllen January 2014 - August 2015
Sterilmed 2013 - 2013
Sleep Number by Select Comfort 2012 - 2013
Sleep Number by Select Comfort 2009 - 2012
Sleep Number by Select Comfort 2006 - 2009
Sleep Number by Select Comfort 2004 - 2006
Sleep Number by Select Comfort 1997 - 2004
Skills
Onboarding, Talent Management, HRIS, Performance Management, Talent Acquisition, Human Resources, Recruiting, Employee Benefits, New Hire Orientations, Personnel Management, Vendor Management, Process Improvement, Program Management, Leadership, Employee Relations, Human Capital, College Recruiting, Sourcing, Employee Engagement, Interviews, Training, Internet Recruiting, Hiring, Corporate Recruiting, Full-life Cycle..., HR Policies, Organizational...
Education
St. Cloud State University
BA, Psychology
Carlson School of Management
Generalist Certificate
Mark Shirley Mark Shirley's CliftonLarsonAllen Experience June 2014 - July 2014
Job Intern at Miller Welle Heiser Co. Ltd.
Industry Accounting
Experience
Pacific Wok April 2009 - Present
Miller Welle Heiser Co. Ltd. January 2015 - April 2015
CliftonLarsonAllen June 2014 - July 2014
Elevated Beer Wine & Spirits November 2012 - April 2013
Skills
Teamwork, Bass Fishing, Time Management, Leadership, Microsoft Excel, Microsoft Office, Team Leadership, Marketing, Social Networking, Microsoft Word, PowerPoint, Customer Service, Proposal Writing, Employee Training, QuickBooks, Tax Returns, Tax Preparation, Social Media
Education
University of Minnesota-Duluth 2013 — 2016
Acocunting, Junior
University of Minnesota - Carlson School of Management 2011 — 2013
University of Minnesota-Twin Cities 2011 — 2013
Accounting
Cathedral High School
Pacific Wok April 2009 - Present
Miller Welle Heiser Co. Ltd. January 2015 - April 2015
CliftonLarsonAllen June 2014 - July 2014
Elevated Beer Wine & Spirits November 2012 - April 2013
Skills
Teamwork, Bass Fishing, Time Management, Leadership, Microsoft Excel, Microsoft Office, Team Leadership, Marketing, Social Networking, Microsoft Word, PowerPoint, Customer Service, Proposal Writing, Employee Training, QuickBooks, Tax Returns, Tax Preparation, Social Media
Education
University of Minnesota-Duluth 2013 — 2016
Acocunting, Junior
University of Minnesota - Carlson School of Management 2011 — 2013
University of Minnesota-Twin Cities 2011 — 2013
Accounting
Cathedral High School
Laura Pechacek Laura Pechacek's CliftonLarsonAllen Experience November 2014 - Present
Job Associate Wealth Advisor
Industry Financial Services
Experience
CliftonLarsonAllen November 2014 - Present
Bates Financial Group, Inc. June 2013 - October 2014
Skills
Team Leadership, Time Management, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Leadership
Education
University of Minnesota-Duluth 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Financial Planning
CliftonLarsonAllen November 2014 - Present
Bates Financial Group, Inc. June 2013 - October 2014
Skills
Team Leadership, Time Management, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Leadership
Education
University of Minnesota-Duluth 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Financial Planning
Chase Ryan Chase Ryan's CliftonLarsonAllen Experience September 2011 - December 2013
Job Staff Accountant, CPA at Proto Labs
Industry Accounting
Experience
Proto Labs December 2013 - Present
CliftonLarsonAllen September 2011 - December 2013
Stockton Thunder, ECHL October 2010 - April 2011
Pioneer Bank May 2009 - August 2009
Skills
Financial Statement..., Personal Income Tax..., Prosystem fx Engagement, Adobe Acrobat, PFX Tax and Fixed Assets, Microsoft Office, Financial Accounting, Account Reconciliation
Education
University of Minnesota-Duluth 2006 — 2010
Bachelor of Science (B.S.), Accounting
Proto Labs December 2013 - Present
CliftonLarsonAllen September 2011 - December 2013
Stockton Thunder, ECHL October 2010 - April 2011
Pioneer Bank May 2009 - August 2009
Skills
Financial Statement..., Personal Income Tax..., Prosystem fx Engagement, Adobe Acrobat, PFX Tax and Fixed Assets, Microsoft Office, Financial Accounting, Account Reconciliation
Education
University of Minnesota-Duluth 2006 — 2010
Bachelor of Science (B.S.), Accounting
Robert Vaupel Robert Vaupel's CliftonLarsonAllen Experience January 2015 - Present
Job Manufacturing & Distribution at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
Kenneth Cole Productions January 2014 - November 2014
Made Clothing LLC 2011 - May 2013
RK Harrison June 2012 - July 2012
Sapphire Consulting September 2010 - May 2012
Hays Companies April 2011 - April 2012
Skills
Insurance, Sales, Training, Risk Management, CRM, Retail, Business Development, Leadership, Microsoft Excel, Customer Service, Start-ups, Accounting, Marketing, Financial Analysis, Program Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Accounting & Finance, Asian Studies & Culture (Minor)
CliftonLarsonAllen January 2015 - Present
Kenneth Cole Productions January 2014 - November 2014
Made Clothing LLC 2011 - May 2013
RK Harrison June 2012 - July 2012
Sapphire Consulting September 2010 - May 2012
Hays Companies April 2011 - April 2012
Skills
Insurance, Sales, Training, Risk Management, CRM, Retail, Business Development, Leadership, Microsoft Excel, Customer Service, Start-ups, Accounting, Marketing, Financial Analysis, Program Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Accounting & Finance, Asian Studies & Culture (Minor)
Aaron Begnaud, CPA, CCIFP Aaron Begnaud, CPA, CCIFP's CliftonLarsonAllen Experience January 2006 - December 2012
Job Assistant Controller at Cretex Companies
Industry Accounting
Experience
Cretex Companies December 2012 - Present
CliftonLarsonAllen January 2006 - December 2012
Skills
Auditing, Accounting
Education
University of Minnesota Duluth 2001 — 2005
BA, Accounting
Cretex Companies December 2012 - Present
CliftonLarsonAllen January 2006 - December 2012
Skills
Auditing, Accounting
Education
University of Minnesota Duluth 2001 — 2005
BA, Accounting
Eric Baltes Eric Baltes's CliftonLarsonAllen Experience May 2004 - August 2014
Job Finance Manager at Bluestem Brands, Inc.
Industry Financial Services
Experience
Bluestem Brands, Inc. December 2014 - Present
Salo LLC August 2014 - December 2014
CliftonLarsonAllen May 2004 - August 2014
U.S. Bank November 1997 - April 2004
Skills
Financial Modeling, Valuation, Finance, Mergers & Acquisitions, Financial Analysis, Financial Reporting, Forecasting, Leadership, Accounting
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Finance
WU (Vienna University of Economics and Business) 2002 — 2002
Study Abroad Program
University of Minnesota-Twin Cities 1993 — 1998
BS, Finance & Economics
Bluestem Brands, Inc. December 2014 - Present
Salo LLC August 2014 - December 2014
CliftonLarsonAllen May 2004 - August 2014
U.S. Bank November 1997 - April 2004
Skills
Financial Modeling, Valuation, Finance, Mergers & Acquisitions, Financial Analysis, Financial Reporting, Forecasting, Leadership, Accounting
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Finance
WU (Vienna University of Economics and Business) 2002 — 2002
Study Abroad Program
University of Minnesota-Twin Cities 1993 — 1998
BS, Finance & Economics
Rohit Palekar Rohit Palekar's CliftonLarsonAllen Experience January 2015 - April 2015
Job Student at University of Illinois at UrbanaChampaign
Industry Accounting
Experience
Illinois Business Consulting May 2013 - Present
McKinsey & Company June 2015 - August 2015
CliftonLarsonAllen January 2015 - April 2015
J.Crew May 2013 - October 2014
Deloitte June 2014 - August 2014
Kumon August 2011 - September 2012
University of Illinois at Urbana-Champaign June 2011 - September 2011
University of Illinois at Urbana-Champaign May 2011 - September 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Management Consulting, Data Analysis, Regression Testing, PowerPoint, Public Speaking, Time Management, Social Media, Teamwork, Leadership, Event Planning, Customer Service
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Accountancy, Hoeft Technology and Management Program
Illinois Business Consulting May 2013 - Present
McKinsey & Company June 2015 - August 2015
CliftonLarsonAllen January 2015 - April 2015
J.Crew May 2013 - October 2014
Deloitte June 2014 - August 2014
Kumon August 2011 - September 2012
University of Illinois at Urbana-Champaign June 2011 - September 2011
University of Illinois at Urbana-Champaign May 2011 - September 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Management Consulting, Data Analysis, Regression Testing, PowerPoint, Public Speaking, Time Management, Social Media, Teamwork, Leadership, Event Planning, Customer Service
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Accountancy, Hoeft Technology and Management Program
Molly Little's CliftonLarsonAllen Experience June 2014 - December 2014
Job Investment Analyst Intern at Mount Yale Capital Group
Industry
Experience
Mount Yale Capital Group August 2015 - Present
EY June 2015 - August 2015
eFront January 2015 - April 2015
CliftonLarsonAllen June 2014 - December 2014
Alpha Phi International Fraternity December 2013 - December 2014
University of Minnesota September 2013 - December 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business (B.S.B), Finance, Accounting and Management Information Systems, 3.7
Mount Yale Capital Group August 2015 - Present
EY June 2015 - August 2015
eFront January 2015 - April 2015
CliftonLarsonAllen June 2014 - December 2014
Alpha Phi International Fraternity December 2013 - December 2014
University of Minnesota September 2013 - December 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business (B.S.B), Finance, Accounting and Management Information Systems, 3.7
Alyx Souza's CliftonLarsonAllen Experience June 2014 - Present
Job Client Service Assistant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 2014 - Present
Woodlake Medical Management March 2013 - May 2014
Woodlake Medical Management February 2012 - March 2013
Woodlake Medical Management January 2010 - February 2012
Regency Beauty Institute June 2009 - January 2010
Exact Software August 2008 - June 2009
Skills
Public Speaking, Microsoft Word, Microsoft Excel, Social Media, Data Entry, Conflict Resolution, Customer Service, Training, Time Management, Recruiting, Goal Oriented, Mac, Workers Compensation, Medical Legal Consulting, Sales
Education
University of Hawaii at Hilo 2004 — 2008
Bachelor of Arts, Psychology
CliftonLarsonAllen June 2014 - Present
Woodlake Medical Management March 2013 - May 2014
Woodlake Medical Management February 2012 - March 2013
Woodlake Medical Management January 2010 - February 2012
Regency Beauty Institute June 2009 - January 2010
Exact Software August 2008 - June 2009
Skills
Public Speaking, Microsoft Word, Microsoft Excel, Social Media, Data Entry, Conflict Resolution, Customer Service, Training, Time Management, Recruiting, Goal Oriented, Mac, Workers Compensation, Medical Legal Consulting, Sales
Education
University of Hawaii at Hilo 2004 — 2008
Bachelor of Arts, Psychology
Blake Darsow, CPA Blake Darsow, CPA's CliftonLarsonAllen Experience March 2013 - Present
Job Manager Health Care at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen March 2013 - Present
Blue Cross and Blue Shield of Minnesota August 2012 - March 2013
CliftonLarsonAllen July 2006 - August 2012
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Financial Analysis, CPA, Financial Accounting, Internal Audit, GAAP, General Ledger, Financial Statements, Tax Preparation, Account Reconciliation, Assurance, Healthcare, Forecasting, External Audit, Variance Analysis, Business Process..., Nonprofits, Management Consulting, Strategic Planning
Education
University of St. Thomas 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Minnesota-Duluth 2002 — 2006
Bachelor of Accounting and Bachelor of Arts (B.A.), Accounting and Political Science
CliftonLarsonAllen March 2013 - Present
Blue Cross and Blue Shield of Minnesota August 2012 - March 2013
CliftonLarsonAllen July 2006 - August 2012
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Financial Analysis, CPA, Financial Accounting, Internal Audit, GAAP, General Ledger, Financial Statements, Tax Preparation, Account Reconciliation, Assurance, Healthcare, Forecasting, External Audit, Variance Analysis, Business Process..., Nonprofits, Management Consulting, Strategic Planning
Education
University of St. Thomas 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Minnesota-Duluth 2002 — 2006
Bachelor of Accounting and Bachelor of Arts (B.A.), Accounting and Political Science
John Rassi's CliftonLarsonAllen Experience 2007 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP November 2013 - Present
CliftonLarsonAllen 2007 - Present
Homeway Homes 2004 - 2007
Skills
Accounting, Financial Reporting, Tax, GAAP, Auditing, Financial Analysis, CPA, Tax Preparation, Assurance, Construction Accounting, QuickBooks, Mergers, Employee Benefits, Agribusiness, Cooperative, Strategic Consulting, Manufacturing, Employee Benefit Plan..., Leadership, Management
Education
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Accounting
CliftonLarsonAllen LLP November 2013 - Present
CliftonLarsonAllen 2007 - Present
Homeway Homes 2004 - 2007
Skills
Accounting, Financial Reporting, Tax, GAAP, Auditing, Financial Analysis, CPA, Tax Preparation, Assurance, Construction Accounting, QuickBooks, Mergers, Employee Benefits, Agribusiness, Cooperative, Strategic Consulting, Manufacturing, Employee Benefit Plan..., Leadership, Management
Education
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Accounting
Katie Bermingham, CPA's CliftonLarsonAllen Experience January 2012 - Present
Job Assurance Senior at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP June 2008 - December 2011
Crowe Horwath LLP January 2008 - April 2008
University of Illinois Employees Credit Union 2004 - 2008
Skills
CPA, US GAAP, Internal Controls, GAAP, Accounting, Auditing, Microsoft Excel, Assurance, SEC filings, Financial Accounting, External Audit
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2009
Accountancy
Centennial High School
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP June 2008 - December 2011
Crowe Horwath LLP January 2008 - April 2008
University of Illinois Employees Credit Union 2004 - 2008
Skills
CPA, US GAAP, Internal Controls, GAAP, Accounting, Auditing, Microsoft Excel, Assurance, SEC filings, Financial Accounting, External Audit
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2009
Accountancy
Centennial High School
Chris Collings's CliftonLarsonAllen Experience August 2005 - Present
Job Office Administrator
Industry Accounting
Experience
CliftonLarsonAllen August 2005 - Present
LeMaster & Daniels PLLC August 2005 - November 2010
Russell Investments April 1996 - June 2004
Skills
Editing, Management, Accounting, Tax Preparation, Microsoft Office, Budgets, Microsoft Excel, Financial Reporting, Public Speaking
Education
University of Idaho 1986 — 1986
Music Education
CliftonLarsonAllen August 2005 - Present
LeMaster & Daniels PLLC August 2005 - November 2010
Russell Investments April 1996 - June 2004
Skills
Editing, Management, Accounting, Tax Preparation, Microsoft Office, Budgets, Microsoft Excel, Financial Reporting, Public Speaking
Education
University of Idaho 1986 — 1986
Music Education
Marquis N. Barnes Marquis N. Barnes's CliftonLarsonAllen Experience September 2015 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Mitchell & Titus, LLP July 2014 - August 2015
University of Maryland Eastern Shore February 2012 - December 2013
Deloitte June 2013 - August 2013
Volunteer Income Tax Assistance January 2013 - May 2013
Becker Professional Education September 2011 - May 2013
USDA May 2012 - August 2012
Caton & Blye, LLC January 2012 - May 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, Bookkeeping, Department Budgeting, Team Leadership, Communication Skills, Teamwork, Account Reconciliation, Tax, Tax Returns, Financial Statements, Analysis, Budgets, Financial Accounting, Auditing, Finance, Journal Entries, Data Entry, Variance Analysis, Internal Controls, QuickBooks, CPA, US GAAP, Strategic Financial..., Spreadsheets, Accounts Payable, Financial Analysis, Access, Peachtree, Sarbanes-Oxley, GAAP, Management, General Ledger, Tax Preparation, Tax Accounting, Bank Reconciliation, Accounts Receivable, Sales Tax, SEC filings, Outlook, Tax Research, Financial Reporting, Income Tax, Fixed Assets, Cost Accounting, Corporate Tax, Cash Flow, Forensic Accounting, Great Plains Software
Education
University of Maryland Eastern Shore 2009 — 2013
Bachelor of Science, Accounting
CliftonLarsonAllen September 2015 - Present
Mitchell & Titus, LLP July 2014 - August 2015
University of Maryland Eastern Shore February 2012 - December 2013
Deloitte June 2013 - August 2013
Volunteer Income Tax Assistance January 2013 - May 2013
Becker Professional Education September 2011 - May 2013
USDA May 2012 - August 2012
Caton & Blye, LLC January 2012 - May 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, Bookkeeping, Department Budgeting, Team Leadership, Communication Skills, Teamwork, Account Reconciliation, Tax, Tax Returns, Financial Statements, Analysis, Budgets, Financial Accounting, Auditing, Finance, Journal Entries, Data Entry, Variance Analysis, Internal Controls, QuickBooks, CPA, US GAAP, Strategic Financial..., Spreadsheets, Accounts Payable, Financial Analysis, Access, Peachtree, Sarbanes-Oxley, GAAP, Management, General Ledger, Tax Preparation, Tax Accounting, Bank Reconciliation, Accounts Receivable, Sales Tax, SEC filings, Outlook, Tax Research, Financial Reporting, Income Tax, Fixed Assets, Cost Accounting, Corporate Tax, Cash Flow, Forensic Accounting, Great Plains Software
Education
University of Maryland Eastern Shore 2009 — 2013
Bachelor of Science, Accounting
Elizabeth Spina Elizabeth Spina's CliftonLarsonAllen Experience January 2007 - Present
Job Assurance Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2007 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
bba, accounting
CliftonLarsonAllen January 2007 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
bba, accounting
Ryan Patchett Ryan Patchett's CliftonLarsonAllen Experience January 2012 - April 2012
Job Staff Accountant at BerganKDV
Industry Accounting
Experience
BerganKDV September 2013 - Present
University of Northern Iowa May 2012 - August 2012
CliftonLarsonAllen January 2012 - April 2012
University of Northern Iowa March 2011 - December 2011
Congo River Mini Golf June 2010 - July 2011
Skills
Accounting, Positivity, New Challenges, Work Ethic, Microsoft Excel, Tax, Teamwork
Education
University of Northern Iowa 2010 — 2013
Masters of Arts; Master’s Degree, Accounting, Graduate
University of Louisville 2008 — 2010
BerganKDV September 2013 - Present
University of Northern Iowa May 2012 - August 2012
CliftonLarsonAllen January 2012 - April 2012
University of Northern Iowa March 2011 - December 2011
Congo River Mini Golf June 2010 - July 2011
Skills
Accounting, Positivity, New Challenges, Work Ethic, Microsoft Excel, Tax, Teamwork
Education
University of Northern Iowa 2010 — 2013
Masters of Arts; Master’s Degree, Accounting, Graduate
University of Louisville 2008 — 2010
Justin Hudnet Justin Hudnet's CliftonLarsonAllen Experience May 2013 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen May 2013 - Present
CliftonLarsonAllen January 2012 - May 2013
DavCo Restaurants June 2011 - September 2011
Skills
Accounting, GAAP, Auditing, US GAAP, Financial Accounting, Internal Controls, Bookkeeping, Corporate Tax, Cost Accounting, Finance, Income Tax, Microsoft Excel, SEC filings, Tax Accounting, Microsoft Office
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Accounting
CliftonLarsonAllen May 2013 - Present
CliftonLarsonAllen January 2012 - May 2013
DavCo Restaurants June 2011 - September 2011
Skills
Accounting, GAAP, Auditing, US GAAP, Financial Accounting, Internal Controls, Bookkeeping, Corporate Tax, Cost Accounting, Finance, Income Tax, Microsoft Excel, SEC filings, Tax Accounting, Microsoft Office
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Accounting
Tricia Schweska's CliftonLarsonAllen Experience July 2004 - January 2013
Job Tax Director at PricewaterhouseCoopers LLP
Industry Accounting
Experience
PricewaterhouseCoopers LLP July 2015 - Present
PricewaterhouseCoopers January 2013 - July 2015
CliftonLarsonAllen July 2004 - January 2013
Skills
Research & Development..., Cost Segregation, Tax Research, CPA, Income Tax, Tax Accounting, US Tax, FIN 48, Accounting, Fixed Assets
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2004
Master's, Tax
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelor's, Accounting
PricewaterhouseCoopers LLP July 2015 - Present
PricewaterhouseCoopers January 2013 - July 2015
CliftonLarsonAllen July 2004 - January 2013
Skills
Research & Development..., Cost Segregation, Tax Research, CPA, Income Tax, Tax Accounting, US Tax, FIN 48, Accounting, Fixed Assets
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2004
Master's, Tax
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelor's, Accounting
Elizabeth Robinson Elizabeth Robinson's CliftonLarsonAllen Experience January 2013 - February 2015
Job Senior Accountant at Marriott International
Industry Accounting
Experience
Marriott International March 2015 - Present
CliftonLarsonAllen January 2013 - February 2015
CliftonLarsonAllen LLP February 2006 - December 2012
Skills
Accounting, GAAP, QuickBooks, Financial Reporting, Auditing, External Audit, Internal Controls, Financial Statements, Tax, Small Business, Bookkeeping, Financial Accounting, Tax Accounting, Tax Preparation, General Ledger, Corporate Tax, CPA, Income Tax, Tax Returns, SEC filings, Sarbanes-Oxley Act
Education
University of Maryland College Park
Bachelor of Science (B.S.), Accounting snd Business Management
Marriott International March 2015 - Present
CliftonLarsonAllen January 2013 - February 2015
CliftonLarsonAllen LLP February 2006 - December 2012
Skills
Accounting, GAAP, QuickBooks, Financial Reporting, Auditing, External Audit, Internal Controls, Financial Statements, Tax, Small Business, Bookkeeping, Financial Accounting, Tax Accounting, Tax Preparation, General Ledger, Corporate Tax, CPA, Income Tax, Tax Returns, SEC filings, Sarbanes-Oxley Act
Education
University of Maryland College Park
Bachelor of Science (B.S.), Accounting snd Business Management
Jaime Itani Jaime Itani's CliftonLarsonAllen Experience November 2012 - Present
Job Tax Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2012 - Present
CBIZ Tofias January 2008 - April 2009
Skills
Corporate Tax, Income Tax, Partnership Taxation, ProSystem fx Tax, S Corporations, Tax, Tax Preparation, Tax Research
Education
University of Massachusetts Dartmouth 2005 — 2007
Accounting
CliftonLarsonAllen November 2012 - Present
CBIZ Tofias January 2008 - April 2009
Skills
Corporate Tax, Income Tax, Partnership Taxation, ProSystem fx Tax, S Corporations, Tax, Tax Preparation, Tax Research
Education
University of Massachusetts Dartmouth 2005 — 2007
Accounting
Ashley Rosata, CPA's CliftonLarsonAllen Experience January 2010 - November 2012
Job Financial Analyst at Advantage Resourcing
Industry Accounting
Experience
Advantage Resourcing September 2014 - Present
Advantage Resourcing November 2012 - September 2014
CliftonLarsonAllen January 2010 - November 2012
Skills
Auditor, Tax Preparation, Tax Planning, Healthcare Reimbursement, Masters of Business..., Certified Public..., CPA, GAAP, Finance, Financial Accounting, Financial Planners, Journal Entries, Account Reconciliation, Accounts Receivable, Auditing, Financial Analysis, Financial Planning, Financial Statements, Accounting, Microsoft Excel
Education
University of Massachusetts at Lowell 2010 — 2013
Master's degree, Business Administration and Management, General
University of Massachusetts Dartmouth 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Advantage Resourcing September 2014 - Present
Advantage Resourcing November 2012 - September 2014
CliftonLarsonAllen January 2010 - November 2012
Skills
Auditor, Tax Preparation, Tax Planning, Healthcare Reimbursement, Masters of Business..., Certified Public..., CPA, GAAP, Finance, Financial Accounting, Financial Planners, Journal Entries, Account Reconciliation, Accounts Receivable, Auditing, Financial Analysis, Financial Planning, Financial Statements, Accounting, Microsoft Excel
Education
University of Massachusetts at Lowell 2010 — 2013
Master's degree, Business Administration and Management, General
University of Massachusetts Dartmouth 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Emily Drahzal Emily Drahzal's CliftonLarsonAllen Experience January 2012 - March 2015
Job Revenue Accountant at Nuance Communications
Industry Accounting
Experience
Nuance Communications March 2015 - Present
CliftonLarsonAllen January 2012 - March 2015
Robert Half International February 2011 - December 2011
LifeWork Search September 2010 - February 2011
Skills
Excel Expert..., Payroll, Finance, Asset Managment, Process Improvement, Accounting, General Ledger, Financial Reporting, GAAP, Great Plains Software, Financial Statements, Hyperion Enterprise, Account Reconciliation
Education
University of Massachusetts Dartmouth 2007 — 2010
Accounting, Finance, Summa Cum Laude
Nuance Communications March 2015 - Present
CliftonLarsonAllen January 2012 - March 2015
Robert Half International February 2011 - December 2011
LifeWork Search September 2010 - February 2011
Skills
Excel Expert..., Payroll, Finance, Asset Managment, Process Improvement, Accounting, General Ledger, Financial Reporting, GAAP, Great Plains Software, Financial Statements, Hyperion Enterprise, Account Reconciliation
Education
University of Massachusetts Dartmouth 2007 — 2010
Accounting, Finance, Summa Cum Laude
Jamie Wetter, CPA Jamie Wetter, CPA's CliftonLarsonAllen Experience April 2010 - September 2012
Job Accounting Manager
Industry Accounting
Experience
JAMF Software October 2013 - Present
Wagner September 2012 - May 2013
CliftonLarsonAllen April 2010 - September 2012
Cahill Adams May 2008 - December 2009
Centex Homes March 2003 - May 2008
Centex Homes January 1999 - January 2001
Skills
Accounting, Account Reconciliation, Payroll, Financial Statements, QuickBooks, Financial Reporting, Fixed Assets, Bank Reconciliation, Month End Close, General Ledger, Budgets, CPA, MBA, Financial Accounting, Internal Controls, Process Improvement, Microsoft Excel, Consulting, ADP Payroll, Revenue Recognition, VSOE
Education
University of Saint Thomas - School of Business 2006 — 2009
MBA, Accounting
University of Minnesota - Carlson School of Management 1998 — 2003
Bachelors, Business, Music
JAMF Software October 2013 - Present
Wagner September 2012 - May 2013
CliftonLarsonAllen April 2010 - September 2012
Cahill Adams May 2008 - December 2009
Centex Homes March 2003 - May 2008
Centex Homes January 1999 - January 2001
Skills
Accounting, Account Reconciliation, Payroll, Financial Statements, QuickBooks, Financial Reporting, Fixed Assets, Bank Reconciliation, Month End Close, General Ledger, Budgets, CPA, MBA, Financial Accounting, Internal Controls, Process Improvement, Microsoft Excel, Consulting, ADP Payroll, Revenue Recognition, VSOE
Education
University of Saint Thomas - School of Business 2006 — 2009
MBA, Accounting
University of Minnesota - Carlson School of Management 1998 — 2003
Bachelors, Business, Music
Kelsey LaPayne's CliftonLarsonAllen Experience January 2012 - April 2013
Job Staff Accountant at Carle Foundation Hospital
Industry Accounting
Experience
Carle Foundation Hospital December 2013 - Present
CliftonLarsonAllen January 2012 - April 2013
Archer Daniels Midland Company August 2010 - January 2012
Archer Daniels Midland Company May 2009 - August 2009
First State Bank November 2008 - May 2009
Skills
Accounting, Account Reconciliation, Microsoft Excel, Outlook, Internal Controls, US GAAP, Financial Reporting, GAAP, Auditing, Financial Analysis, General Ledger, Financial Statements, Financial Accounting, Journal Entries, Tax Preparation, Cost Accounting, Microsoft Word, Assurance, Variance Analysis, Financial Audits, Cash Flow, PowerPoint, Due Diligence, Tax Returns
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Certificate, Accounting
University of Illinois at Urbana-Champaign 2005 — 2009
BS, Agricultural Accounting
Carle Foundation Hospital December 2013 - Present
CliftonLarsonAllen January 2012 - April 2013
Archer Daniels Midland Company August 2010 - January 2012
Archer Daniels Midland Company May 2009 - August 2009
First State Bank November 2008 - May 2009
Skills
Accounting, Account Reconciliation, Microsoft Excel, Outlook, Internal Controls, US GAAP, Financial Reporting, GAAP, Auditing, Financial Analysis, General Ledger, Financial Statements, Financial Accounting, Journal Entries, Tax Preparation, Cost Accounting, Microsoft Word, Assurance, Variance Analysis, Financial Audits, Cash Flow, PowerPoint, Due Diligence, Tax Returns
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Certificate, Accounting
University of Illinois at Urbana-Champaign 2005 — 2009
BS, Agricultural Accounting
Kelly McFarland, CPA Kelly McFarland, CPA's CliftonLarsonAllen Experience January 2013 - March 2014
Job Manager Transaction Advisory Services at EY
Industry Accounting
Experience
EY April 2014 - Present
CliftonLarsonAllen January 2013 - March 2014
McGladrey 2010 - 2012
Ziff Brothers Investments November 2009 - October 2010
Deloitte September 2008 - October 2009
Century 21, Beutler & Assoc., Coeur d'Alene January 2000 - January 2008
Deloitte June 2007 - August 2007
Skills
Accounting, Excel, Financial Reporting, Microsoft Office, Healthcare Industry, Internal Controls, External Audit, Microsoft Excel, GAAP, Budgets, CPA, Mergers & Acquisitions, Due Diligence, Corporate Finance, US GAAP
Education
University of Idaho 2004 — 2008
B.S. Business, Accounting, Summa Cum Laude
EY April 2014 - Present
CliftonLarsonAllen January 2013 - March 2014
McGladrey 2010 - 2012
Ziff Brothers Investments November 2009 - October 2010
Deloitte September 2008 - October 2009
Century 21, Beutler & Assoc., Coeur d'Alene January 2000 - January 2008
Deloitte June 2007 - August 2007
Skills
Accounting, Excel, Financial Reporting, Microsoft Office, Healthcare Industry, Internal Controls, External Audit, Microsoft Excel, GAAP, Budgets, CPA, Mergers & Acquisitions, Due Diligence, Corporate Finance, US GAAP
Education
University of Idaho 2004 — 2008
B.S. Business, Accounting, Summa Cum Laude
Sahaj Patel Sahaj Patel's CliftonLarsonAllen Experience July 2013 - May 2014
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US May 2014 - Present
CliftonLarsonAllen July 2013 - May 2014
Kearney & Company April 2012 - July 2013
Novogradac & Company LLP January 2012 - April 2012
Skills
LIHTC, NMTC, HUD, Proficient in..., Proficient in Prosystem..., Active DoD Secret..., Internal Control Testing, Internal Control..., OMB A-123, eAudIT, QuickBooks, GAAP, Auditing, Internal Controls, Tax, Financial Statements, IDEA software, Accounts Receivable, Finance
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science, Accounting
University of Maryland - Robert H. Smith School of Business
Study Abroad, UAE: Global Immersion Business and Culture
KPMG US May 2014 - Present
CliftonLarsonAllen July 2013 - May 2014
Kearney & Company April 2012 - July 2013
Novogradac & Company LLP January 2012 - April 2012
Skills
LIHTC, NMTC, HUD, Proficient in..., Proficient in Prosystem..., Active DoD Secret..., Internal Control Testing, Internal Control..., OMB A-123, eAudIT, QuickBooks, GAAP, Auditing, Internal Controls, Tax, Financial Statements, IDEA software, Accounts Receivable, Finance
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science, Accounting
University of Maryland - Robert H. Smith School of Business
Study Abroad, UAE: Global Immersion Business and Culture
Katie (Ellingson) Olby Katie (Ellingson) Olby's CliftonLarsonAllen Experience 2013 - Present
Job Office Administrator at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen 2013 - Present
FleishmanHillard 2009 - 2013
Padilla Speer Beardsley Inc. 2005 - 2009
Daugherty Hardware & Appliance 2004 - 2005
Arrowhead Juvenile Center January 2004 - May 2004
R&D Systems 1999 - 2004
Skills
Customer Service, Human Resources, Microsoft Office, Office Management, Accounts Payable, Space Management, Information Technology, Administrative..., Hospitality, Organization, Proofreading, Accounts Receivable, STAR, Expense Reports, Event Planning, New Hire Training, Executive Support, Client Billing, Invoice Processing, Meeting Scheduling, Process Improvement
Education
Lake Superior Community College 2004 — 2005
A.S., Paralegal Studies
University of Minnesota Duluth 2000 — 2004
B.A., Criminology
CliftonLarsonAllen 2013 - Present
FleishmanHillard 2009 - 2013
Padilla Speer Beardsley Inc. 2005 - 2009
Daugherty Hardware & Appliance 2004 - 2005
Arrowhead Juvenile Center January 2004 - May 2004
R&D Systems 1999 - 2004
Skills
Customer Service, Human Resources, Microsoft Office, Office Management, Accounts Payable, Space Management, Information Technology, Administrative..., Hospitality, Organization, Proofreading, Accounts Receivable, STAR, Expense Reports, Event Planning, New Hire Training, Executive Support, Client Billing, Invoice Processing, Meeting Scheduling, Process Improvement
Education
Lake Superior Community College 2004 — 2005
A.S., Paralegal Studies
University of Minnesota Duluth 2000 — 2004
B.A., Criminology
Shawna Barbee's CliftonLarsonAllen Experience January 2012 - Present
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Grant Thornton July 2006 - January 2012
Clifton Gunderson LLP January 2005 - April 2006
ADM May 2005 - August 2005
BKD, LLP January 2004 - March 2004
Skills
Tax, Tax Accounting, Income Tax, GAAP, Accounting, CPA, Corporate Tax, US GAAP, Tax Preparation
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2006
Masters, Accounting
CliftonLarsonAllen January 2012 - Present
Grant Thornton July 2006 - January 2012
Clifton Gunderson LLP January 2005 - April 2006
ADM May 2005 - August 2005
BKD, LLP January 2004 - March 2004
Skills
Tax, Tax Accounting, Income Tax, GAAP, Accounting, CPA, Corporate Tax, US GAAP, Tax Preparation
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2006
Masters, Accounting
Daniel Muckala Daniel Muckala's CliftonLarsonAllen Experience July 2013 - Present
Job Tax Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen July 2013 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. November 2005 - July 2013
RSM McGladrey, Inc January 1997 - November 2005
Skills
Accounting, Tax Research, Corporate Tax, CPA, State Tax, Use Tax, Tax, Fixed Assets, Strategic Planning, S Corporations, Tax Returns, Financial Statements, General Ledger, Auditing, Tax Accounting, SEC filings, US Tax, Partnership Taxation, Income Tax, GAAP, Tax Preparation
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBT, Business & Taxation
University of St. Thomas 1993 — 1997
BA, Accounting
CliftonLarsonAllen July 2013 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. November 2005 - July 2013
RSM McGladrey, Inc January 1997 - November 2005
Skills
Accounting, Tax Research, Corporate Tax, CPA, State Tax, Use Tax, Tax, Fixed Assets, Strategic Planning, S Corporations, Tax Returns, Financial Statements, General Ledger, Auditing, Tax Accounting, SEC filings, US Tax, Partnership Taxation, Income Tax, GAAP, Tax Preparation
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBT, Business & Taxation
University of St. Thomas 1993 — 1997
BA, Accounting
Nick Sigurdson Nick Sigurdson's CliftonLarsonAllen Experience January 2012 - Present
Job Staff Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Famous Dave's August 2007 - December 2012
Minnetonka Lacrosse Association June 2012 - August 2012
Minnetonka Lacrosse Association June 2007 - August 2009
Skills
Hospitality, Microsoft Word, Accounting, Sports, Microsoft Excel, PowerPoint
Education
University of Minnesota-Duluth 2008 — 2013
Bachelors, Accounting and Finance
CliftonLarsonAllen January 2012 - Present
Famous Dave's August 2007 - December 2012
Minnetonka Lacrosse Association June 2012 - August 2012
Minnetonka Lacrosse Association June 2007 - August 2009
Skills
Hospitality, Microsoft Word, Accounting, Sports, Microsoft Excel, PowerPoint
Education
University of Minnesota-Duluth 2008 — 2013
Bachelors, Accounting and Finance
Alana Keynes Alana Keynes's CliftonLarsonAllen Experience September 2011 - Present
Job Senior Copywriter
Industry Writing and Editing
Experience
CliftonLarsonAllen September 2011 - Present
Skills
Editing, Writing, Publishing, Production Management, Newsletters
Education
University of Maryland College Park 1996 — 2000
BA, Journalism
CliftonLarsonAllen September 2011 - Present
Skills
Editing, Writing, Publishing, Production Management, Newsletters
Education
University of Maryland College Park 1996 — 2000
BA, Journalism
Kenneth Welch Kenneth Welch's CliftonLarsonAllen Experience 1977 - Present
Job Partner at CliftonLarsonAllen LLP
Industry Accounting
Experience
LarsonAllen LLP July 2008 - Present
CliftonLarsonAllen 1977 - Present
Schreiner, Legge & Company May 1977 - June 2008
Skills
Family Business, GAAP, Quality Auditing, CPA, Financial Risk, Consulting, Professional Services, Budgets, Auditing, Financial Institutions, Accounting, Tax Research, Partnership Taxation, Tax Preparation, Assurance, US GAAP, Internal Controls, Finance, Financial Analysis, Tax, Financial Reporting
Education
University of Maryland College Park 1973 — 1977
BS, Accounting
LarsonAllen LLP July 2008 - Present
CliftonLarsonAllen 1977 - Present
Schreiner, Legge & Company May 1977 - June 2008
Skills
Family Business, GAAP, Quality Auditing, CPA, Financial Risk, Consulting, Professional Services, Budgets, Auditing, Financial Institutions, Accounting, Tax Research, Partnership Taxation, Tax Preparation, Assurance, US GAAP, Internal Controls, Finance, Financial Analysis, Tax, Financial Reporting
Education
University of Maryland College Park 1973 — 1977
BS, Accounting
Judy Enders CPA, CITP Judy Enders CPA, CITP's CliftonLarsonAllen Experience August 2012 - Present
Job Manager Outsourcing at CliftonLarsonAllen
Industry Computer Software
Experience
CliftonLarsonAllen August 2012 - Present
Blytheco LLC July 2008 - June 2012
Automated Business Solutions, Inc 1991 - 2008
Skills
CPA, Business Development, Business Process..., Solution Selling, Cloud Computing, Business Strategy, Business Intelligence, Professional Services, ERP Implementations, ERP Selection, Accounting, MAS 90, Forensic Accounting, SaaS, Instructor-led Training, Mas 90, Integration, CRM, Sage CRM, Software Implementation, Sage, Consulting, Enterprise Software, Lead Generation, Sales, ERP, Management, Sales Process
Education
Keller Graduate School of Management 2007 — 2011
MBA, Business/Accounting
University of Minnesota - Carlson School of Management 1994 — 1996
BS, Accounting
CliftonLarsonAllen August 2012 - Present
Blytheco LLC July 2008 - June 2012
Automated Business Solutions, Inc 1991 - 2008
Skills
CPA, Business Development, Business Process..., Solution Selling, Cloud Computing, Business Strategy, Business Intelligence, Professional Services, ERP Implementations, ERP Selection, Accounting, MAS 90, Forensic Accounting, SaaS, Instructor-led Training, Mas 90, Integration, CRM, Sage CRM, Software Implementation, Sage, Consulting, Enterprise Software, Lead Generation, Sales, ERP, Management, Sales Process
Education
Keller Graduate School of Management 2007 — 2011
MBA, Business/Accounting
University of Minnesota - Carlson School of Management 1994 — 1996
BS, Accounting
Brian Shull, CPA Brian Shull, CPA's CliftonLarsonAllen Experience May 2012 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen May 2012 - Present
Moss Adams LLP October 2004 - May 2012
Ribail, Stauffer & Associates January 2000 - October 2004
McCall & Landwehr, PA August 2000 - October 2001
LeMaster & Daniels PLLC May 1998 - December 1999
Skills
Accounting, CPA, Consolidation, Cost Accounting, Financial Reporting, Due Diligence, Internal Controls, GAAP, Mergers, Project Planning, Tax, US GAAP, Corporate Tax, Income Tax
Education
University of Idaho 1993 — 1998
Bachelors, Accounting
CliftonLarsonAllen May 2012 - Present
Moss Adams LLP October 2004 - May 2012
Ribail, Stauffer & Associates January 2000 - October 2004
McCall & Landwehr, PA August 2000 - October 2001
LeMaster & Daniels PLLC May 1998 - December 1999
Skills
Accounting, CPA, Consolidation, Cost Accounting, Financial Reporting, Due Diligence, Internal Controls, GAAP, Mergers, Project Planning, Tax, US GAAP, Corporate Tax, Income Tax
Education
University of Idaho 1993 — 1998
Bachelors, Accounting
Cathy Clarke Cathy Clarke's CliftonLarsonAllen Experience November 2002 - Present
Job Chief Assurance Officer at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen November 2002 - Present
Target January 2000 - October 2002
Fingerhut July 1997 - January 2001
Deloitte September 1992 - July 1997
Skills
GAAP, Financial Reporting, Financial Statements, CPA, Auditing, Accounting, US GAAP, Financial Accounting, Assurance, SEC filings, External Audit, FASB, Internal Controls, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1988 — 1991
BSB, Accounting
CliftonLarsonAllen November 2002 - Present
Target January 2000 - October 2002
Fingerhut July 1997 - January 2001
Deloitte September 1992 - July 1997
Skills
GAAP, Financial Reporting, Financial Statements, CPA, Auditing, Accounting, US GAAP, Financial Accounting, Assurance, SEC filings, External Audit, FASB, Internal Controls, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1988 — 1991
BSB, Accounting
Kristina Mahoney, MTAX, MBA Kristina Mahoney, MTAX, MBA's CliftonLarsonAllen Experience January 2011 - September 2012
Job Business Consultant & Tax Professional
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors February 2013 - November 2014
CliftonLarsonAllen January 2011 - September 2012
National Association of Black Accountants (NABA) 2001 - 2010
National Association of Black Accountants (NABA) 2001 - 2010
UHY Advisors 2006 - 2009
Spectra Energy 2007 - 2008
Skills
Tax, Accounting, GAAP, Auditing, Tax Advisory, Tax Accounting, Corporate Tax, Tax Preparation, Income Tax, General Ledger, Internal Controls, CPA, State Tax, FIN 48
Education
University of Miami - School of Business 2001 — 2004
MBA, International Marketing
University of Miami - School of Business 2001 — 2004
MST, Master in Taxation
BDO USA, LLP December 2014 - Present
UHY Advisors February 2013 - November 2014
CliftonLarsonAllen January 2011 - September 2012
National Association of Black Accountants (NABA) 2001 - 2010
National Association of Black Accountants (NABA) 2001 - 2010
UHY Advisors 2006 - 2009
Spectra Energy 2007 - 2008
Skills
Tax, Accounting, GAAP, Auditing, Tax Advisory, Tax Accounting, Corporate Tax, Tax Preparation, Income Tax, General Ledger, Internal Controls, CPA, State Tax, FIN 48
Education
University of Miami - School of Business 2001 — 2004
MBA, International Marketing
University of Miami - School of Business 2001 — 2004
MST, Master in Taxation
Derek Floyd's CliftonLarsonAllen Experience November 2014 - Present
Job Principal, Tax Services at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen August 2010 - Present
McGladrey August 1998 - August 2010
Skills
Corporate Tax, Tax, Tax Accounting, CPA, Tax Research, GAAP, Income Tax, Auditing, Tax Preparation, Accounting, Financial Reporting, Internal Controls
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
B.S., Accounting
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen August 2010 - Present
McGladrey August 1998 - August 2010
Skills
Corporate Tax, Tax, Tax Accounting, CPA, Tax Research, GAAP, Income Tax, Auditing, Tax Preparation, Accounting, Financial Reporting, Internal Controls
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
B.S., Accounting
Julia Kreibich Julia Kreibich's CliftonLarsonAllen Experience June 2012 - August 2012
Job Business Intelligence Analyst at Thrivent Financial
Industry Accounting
Experience
Thrivent Financial February 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - August 2014
maurices June 2013 - October 2013
CliftonLarsonAllen June 2012 - August 2012
Skills
Teamwork, Customer Service, Computer Proficiency, Oral & Written..., Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Microsoft Office, QuickBooks, Data Entry, Accounting, Bookkeeping, SPSS, Social Media, Sales
Education
University of Minnesota-Duluth 2010 — 2014
Bachelor's Degree, Accounting, Retail Marketing Analytics, Marketing
Thrivent Financial February 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - August 2014
maurices June 2013 - October 2013
CliftonLarsonAllen June 2012 - August 2012
Skills
Teamwork, Customer Service, Computer Proficiency, Oral & Written..., Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Microsoft Office, QuickBooks, Data Entry, Accounting, Bookkeeping, SPSS, Social Media, Sales
Education
University of Minnesota-Duluth 2010 — 2014
Bachelor's Degree, Accounting, Retail Marketing Analytics, Marketing
Craig Brogan, CPA Craig Brogan, CPA's CliftonLarsonAllen Experience January 2005 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2005 - Present
CBIZ MHM, LLC June 1999 - December 2004
Education
University of Maryland College Park 1989 — 1992
BS, Accounting
CliftonLarsonAllen January 2005 - Present
CBIZ MHM, LLC June 1999 - December 2004
Education
University of Maryland College Park 1989 — 1992
BS, Accounting
Nicholas Chapleau's CliftonLarsonAllen Experience January 2013 - Present
Job CPA, Assurance Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2013 - Present
University of Illinois at Urbana-Champaign August 2011 - May 2012
CliftonLarsonAllen June 2011 - August 2011
University of Illinois Foundation February 2011 - May 2011
Wizdom Systems, Inc. May 2010 - August 2010
Skills
Accounting, Auditing, Marketing Research, Team Leadership, Teamwork, Microsoft Office, QuickBooks, Event Planning, Public Speaking, Strategic Planning, Data Analysis, CPA
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Master's Degree, Master of Accounting Science
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor's Degree, Accountancy
Naperville North 2003 — 2007
CliftonLarsonAllen January 2013 - Present
University of Illinois at Urbana-Champaign August 2011 - May 2012
CliftonLarsonAllen June 2011 - August 2011
University of Illinois Foundation February 2011 - May 2011
Wizdom Systems, Inc. May 2010 - August 2010
Skills
Accounting, Auditing, Marketing Research, Team Leadership, Teamwork, Microsoft Office, QuickBooks, Event Planning, Public Speaking, Strategic Planning, Data Analysis, CPA
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Master's Degree, Master of Accounting Science
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor's Degree, Accountancy
Naperville North 2003 — 2007
Claire Pearson Claire Pearson's CliftonLarsonAllen Experience November 2013 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen February 2001 - November 2013
Clifton Gunderson LLP February 2001 - December 2011
Skills
Tax Accounting, CPA, Financial Accounting, Corporate Tax, Tax, Tax Research, Income Tax, Financial Reporting, Tax Preparation, Partnership Taxation, Accounting
Education
University of KwaZulu-Natal 1994 — 1996
Bachelor of Commerce, Accounting and Tax
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen February 2001 - November 2013
Clifton Gunderson LLP February 2001 - December 2011
Skills
Tax Accounting, CPA, Financial Accounting, Corporate Tax, Tax, Tax Research, Income Tax, Financial Reporting, Tax Preparation, Partnership Taxation, Accounting
Education
University of KwaZulu-Natal 1994 — 1996
Bachelor of Commerce, Accounting and Tax
Miles Miller Miles Miller's CliftonLarsonAllen Experience October 2014 - Present
Job Student at University of Massachusetts at Lowell
Industry Accounting
Experience
CliftonLarsonAllen October 2014 - Present
University of Massachusetts Lowell September 2009 - August 2014
Travelers Insurance of Massachusetts February 2008 - October 2009
Skills
PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork, Social Networking, Customer Service, Research, Social Media, Facebook, CPA, Nonprofits, Healthcare, U.S. GAAP, IFRS, Sarbanes-Oxley Act, Business Valuation, Consulting, Internal Controls, Fraud, Forensic Accounting, Mergers & Acquisitions, Income Tax, Auditing, SEC Filings, Financial Accounting, Corporate Tax, CFE
Education
University of Massachusetts Lowell 2013 — 2014
Master of Science in Accounting, 3.88
University of Massachusetts Lowell 2009 — 2013
B.S.B.A., Accounting and Finance, 3.3
Lorenzo D'Medici 2011 — 2011
Study Abroad, Cultural Studies
CliftonLarsonAllen October 2014 - Present
University of Massachusetts Lowell September 2009 - August 2014
Travelers Insurance of Massachusetts February 2008 - October 2009
Skills
PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork, Social Networking, Customer Service, Research, Social Media, Facebook, CPA, Nonprofits, Healthcare, U.S. GAAP, IFRS, Sarbanes-Oxley Act, Business Valuation, Consulting, Internal Controls, Fraud, Forensic Accounting, Mergers & Acquisitions, Income Tax, Auditing, SEC Filings, Financial Accounting, Corporate Tax, CFE
Education
University of Massachusetts Lowell 2013 — 2014
Master of Science in Accounting, 3.88
University of Massachusetts Lowell 2009 — 2013
B.S.B.A., Accounting and Finance, 3.3
Lorenzo D'Medici 2011 — 2011
Study Abroad, Cultural Studies
Alexander Chew Alexander Chew's CliftonLarsonAllen Experience October 2012 - June 2014
Job Associate Financial Analyst at AOC Solutions
Industry Accounting
Experience
AOC Solutions June 2014 - Present
CliftonLarsonAllen October 2012 - June 2014
U.S. Department of Energy June 2011 - August 2011
U.S. Department of Energy June 2010 - August 2010
Office of Management and Budget June 2009 - August 2009
Skills
Accounting, Auditing, Financial Statements, Microsoft Excel, Financial Accounting, Microsoft Word, PowerPoint, Federal Government, Internal Controls
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
AOC Solutions June 2014 - Present
CliftonLarsonAllen October 2012 - June 2014
U.S. Department of Energy June 2011 - August 2011
U.S. Department of Energy June 2010 - August 2010
Office of Management and Budget June 2009 - August 2009
Skills
Accounting, Auditing, Financial Statements, Microsoft Excel, Financial Accounting, Microsoft Word, PowerPoint, Federal Government, Internal Controls
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
Connor Paulsen Connor Paulsen's CliftonLarsonAllen Experience May 2015 - Present
Job EBP Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen May 2015 - Present
Ceridian May 2013 - August 2014
Volunteer Income Tax Assistant February 2013 - April 2014
Skills
Accounting, Financial Analysis, Tax, Auditing, PowerPoint, Time Management, Income Tax, Sales Tax, Fixed Assets, Management, Finance, Social Networking, Quality Assurance, Negotiation, Leadership, Microsoft Office
Education
University of Minnesota-Duluth 2010 — 2015
Bachelor of Accounting; Bachelor of Business Administration, Accounting and Finance
CliftonLarsonAllen May 2015 - Present
Ceridian May 2013 - August 2014
Volunteer Income Tax Assistant February 2013 - April 2014
Skills
Accounting, Financial Analysis, Tax, Auditing, PowerPoint, Time Management, Income Tax, Sales Tax, Fixed Assets, Management, Finance, Social Networking, Quality Assurance, Negotiation, Leadership, Microsoft Office
Education
University of Minnesota-Duluth 2010 — 2015
Bachelor of Accounting; Bachelor of Business Administration, Accounting and Finance
Aires Coleman, CPA Aires Coleman, CPA's CliftonLarsonAllen Experience January 2012 - Present
Job Senior Audit Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Education
University of Maryland Eastern Shore 1989 — 1993
Bachelors
CliftonLarsonAllen January 2012 - Present
Education
University of Maryland Eastern Shore 1989 — 1993
Bachelors
K. Christine Jacobson K. Christine Jacobson's CliftonLarsonAllen Experience January 2012 - December 2012
Job Controller at Aluminum Castings Corporation
Industry Accounting
Experience
Aluminum Castings Corporation December 2012 - Present
CliftonLarsonAllen January 2012 - December 2012
Clifton Gunderson LLP September 1998 - December 2011
Skills
Tax, Accounting, Financial Reporting, Tax Preparation, CPA, IT Audit, Income Tax, Internal Controls, Auditing, GAAP, QuickBooks, Financial Statements, Corporate Tax, US GAAP, Tax Accounting, Forensic Accounting, Financial Accounting, Fixed Assets, Sarbanes-Oxley Act
Education
University of Illinois Springfield
Accounting
Aluminum Castings Corporation December 2012 - Present
CliftonLarsonAllen January 2012 - December 2012
Clifton Gunderson LLP September 1998 - December 2011
Skills
Tax, Accounting, Financial Reporting, Tax Preparation, CPA, IT Audit, Income Tax, Internal Controls, Auditing, GAAP, QuickBooks, Financial Statements, Corporate Tax, US GAAP, Tax Accounting, Forensic Accounting, Financial Accounting, Fixed Assets, Sarbanes-Oxley Act
Education
University of Illinois Springfield
Accounting
Ben Mast Ben Mast's CliftonLarsonAllen Experience January 2012 - October 2012
Job Director of Finance at Fertilizer Dealer Supply
Industry Accounting
Experience
Fertilizer Dealer Supply October 2012 - Present
CliftonLarsonAllen January 2012 - October 2012
Clifton Gunderson LLP August 2004 - January 2012
Martin Hood Friese & Associates May 1999 - July 2004
Illiana Construction Co., Inc. May 1995 - August 1998
Skills
Auditing, US GAAP, Financial Reporting, Construction Accounting, Accounting, Employee Benefit Plan..., Employee Benefits, Assurance, GAAP, Tax, CPA, Internal Controls, Internal Audit, Financial Statements, External Audit, General Ledger, Corporate Tax, Income Tax, Tax Preparation, Financial Accounting, Forensic Accounting, Tax Accounting, Finance, Tax Research, Cost Accounting, QuickBooks, Sarbanes-Oxley Act, Financial Analysis, Cash Flow, Business Planning, Managerial Finance, Account Reconciliation, Strategic Financial...
Education
University of Illinois 1995 — 2000
Bachelor of Science, Accountancy
Fertilizer Dealer Supply October 2012 - Present
CliftonLarsonAllen January 2012 - October 2012
Clifton Gunderson LLP August 2004 - January 2012
Martin Hood Friese & Associates May 1999 - July 2004
Illiana Construction Co., Inc. May 1995 - August 1998
Skills
Auditing, US GAAP, Financial Reporting, Construction Accounting, Accounting, Employee Benefit Plan..., Employee Benefits, Assurance, GAAP, Tax, CPA, Internal Controls, Internal Audit, Financial Statements, External Audit, General Ledger, Corporate Tax, Income Tax, Tax Preparation, Financial Accounting, Forensic Accounting, Tax Accounting, Finance, Tax Research, Cost Accounting, QuickBooks, Sarbanes-Oxley Act, Financial Analysis, Cash Flow, Business Planning, Managerial Finance, Account Reconciliation, Strategic Financial...
Education
University of Illinois 1995 — 2000
Bachelor of Science, Accountancy
Jim Piotrowski Jim Piotrowski's CliftonLarsonAllen Experience January 2014 - Present
Job Senior Auditor at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Sullivan, Rogers & Company, LLC September 2011 - December 2013
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (B.B.A.)/Bachelor of Science (B.S.), Accounting/Sport Management
CliftonLarsonAllen January 2014 - Present
Sullivan, Rogers & Company, LLC September 2011 - December 2013
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (B.B.A.)/Bachelor of Science (B.S.), Accounting/Sport Management
Ashlei Pope's CliftonLarsonAllen Experience April 2013 - May 2015
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US May 2015 - Present
CliftonLarsonAllen April 2013 - May 2015
Allmond & Company, LLC March 2010 - March 2013
Skills
Sarbanes-Oxley, US GAAP, Microsoft Excel, Financial Audits, IFRS, Access, Microsoft Word, Microsoft Office, PowerPoint, OMB A-123, External Audit, Government Accounting, Government Auditing, Internal Controls, CPE, Professional..., Volunteering, Auditing, Account Reconciliation, Accounting, PCAOB standards, CFO Act, Sarbanes-Oxley Act, SEC, Analysis, Data Entry
Education
University of Maryland Eastern Shore 2005 — 2009
Bachelor of Science, Accounting
Western High School
KPMG US May 2015 - Present
CliftonLarsonAllen April 2013 - May 2015
Allmond & Company, LLC March 2010 - March 2013
Skills
Sarbanes-Oxley, US GAAP, Microsoft Excel, Financial Audits, IFRS, Access, Microsoft Word, Microsoft Office, PowerPoint, OMB A-123, External Audit, Government Accounting, Government Auditing, Internal Controls, CPE, Professional..., Volunteering, Auditing, Account Reconciliation, Accounting, PCAOB standards, CFO Act, Sarbanes-Oxley Act, SEC, Analysis, Data Entry
Education
University of Maryland Eastern Shore 2005 — 2009
Bachelor of Science, Accounting
Western High School
Rachel King, CPA Rachel King, CPA's CliftonLarsonAllen Experience January 2007 - August 2013
Job Financial Statement and Tax Consultant at Children's Hospitals and Clinics of Minnesota
Industry Accounting
Experience
Children's Hospitals and Clinics of Minnesota July 2015 - Present
Children's Hospitals and Clinics of Minnesota September 2013 - July 2015
CliftonLarsonAllen January 2007 - August 2013
UMD Stores August 2003 - December 2006
Ronald L King, DDS 1994 - 1998
Skills
Healthcare, Tax, Auditing, Accounting, QuickBooks, Tax Preparation, Financial Reporting, Financial Statements, CPA, Partnership Taxation, Corporate Tax, GAAP, General Ledger, Internal Controls, Fixed Assets, Tax Accounting, Income Tax, Tax Returns, Assurance, ProSystem fx Tax, US GAAP, Tax Research, Sarbanes-Oxley Act
Education
University of Minnesota-Duluth 2002 — 2006
Accounting, Finance Minor, MIS Focus
Southwest High School 1998 — 2002
International Baccalaureate (IB) Program
Children's Hospitals and Clinics of Minnesota July 2015 - Present
Children's Hospitals and Clinics of Minnesota September 2013 - July 2015
CliftonLarsonAllen January 2007 - August 2013
UMD Stores August 2003 - December 2006
Ronald L King, DDS 1994 - 1998
Skills
Healthcare, Tax, Auditing, Accounting, QuickBooks, Tax Preparation, Financial Reporting, Financial Statements, CPA, Partnership Taxation, Corporate Tax, GAAP, General Ledger, Internal Controls, Fixed Assets, Tax Accounting, Income Tax, Tax Returns, Assurance, ProSystem fx Tax, US GAAP, Tax Research, Sarbanes-Oxley Act
Education
University of Minnesota-Duluth 2002 — 2006
Accounting, Finance Minor, MIS Focus
Southwest High School 1998 — 2002
International Baccalaureate (IB) Program
Katherine Ethington Katherine Ethington's CliftonLarsonAllen Experience January 2015 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
University of Wisconsin Milwaukee January 2015 - May 2015
Terry Lockridge & Dunn January 2014 - April 2014
Warner Robinson LLC May 2013 - December 2013
Skills
Accounting, Microsoft Excel, Leadership, Microsoft Word, Financial Accounting, Financial Statements, Corporate Tax, Income Tax, Team Building, CPA, QuickBooks, Tax Preparation, R&D Tax Credits, PowerPoint
Education
University of Wisconsin-Milwaukee 2014 — 2015
M.S. Professional Accounting, Assurance Services
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Whitefish Bay High School 2006 — 2010
CliftonLarsonAllen January 2015 - Present
University of Wisconsin Milwaukee January 2015 - May 2015
Terry Lockridge & Dunn January 2014 - April 2014
Warner Robinson LLC May 2013 - December 2013
Skills
Accounting, Microsoft Excel, Leadership, Microsoft Word, Financial Accounting, Financial Statements, Corporate Tax, Income Tax, Team Building, CPA, QuickBooks, Tax Preparation, R&D Tax Credits, PowerPoint
Education
University of Wisconsin-Milwaukee 2014 — 2015
M.S. Professional Accounting, Assurance Services
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Whitefish Bay High School 2006 — 2010
Courtney Bressan, CPA Courtney Bressan, CPA's CliftonLarsonAllen Experience January 2012 - September 2012
Job Corporate Accounting Manager at Brandt Consolidated
Industry Accounting
Experience
Brandt Consolidated, Inc. September 2012 - Present
CliftonLarsonAllen January 2012 - September 2012
NBA, Inc. January 2010 - January 2012
McGladrey October 2004 - January 2010
Security Bank 2002 - 2004
Skills
Internal Controls, Strategic Financial..., GAAP, Auditing, Fixed Assets, US GAAP, Financial Analysis, CPA, General Ledger, Corporate Tax, Financial Statements
Education
University of Illinois Springfield 2000 — 2005
CPA - Bachelor's degree, Accounting
Brandt Consolidated, Inc. September 2012 - Present
CliftonLarsonAllen January 2012 - September 2012
NBA, Inc. January 2010 - January 2012
McGladrey October 2004 - January 2010
Security Bank 2002 - 2004
Skills
Internal Controls, Strategic Financial..., GAAP, Auditing, Fixed Assets, US GAAP, Financial Analysis, CPA, General Ledger, Corporate Tax, Financial Statements
Education
University of Illinois Springfield 2000 — 2005
CPA - Bachelor's degree, Accounting
Kyle Polasko Kyle Polasko's CliftonLarsonAllen Experience February 2013 - January 2015
Job Proposal Writer at PlanoCoudon
Industry Writing and Editing
Experience
Plano-Coudon, LLC January 2015 - Present
CliftonLarsonAllen February 2013 - January 2015
Rowman & Littlefield Publishing June 2011 - August 2011
Pizza Bolis June 2010 - September 2010
American Eagle Outfitters August 2007 - January 2008
Skills
Proposal Writing, Proofreading, Creative Writing, Editing, Copy Editing, Microsoft Word, CRM, Microsoft Office, Power Point, Business Development, Marketing
Education
University of Maryland College Park 2008 — 2012
Bachelors of Arts, English Language and Literature, Graduated
Bel Air Senior High School 2004 — 2007
High School Diploma
Plano-Coudon, LLC January 2015 - Present
CliftonLarsonAllen February 2013 - January 2015
Rowman & Littlefield Publishing June 2011 - August 2011
Pizza Bolis June 2010 - September 2010
American Eagle Outfitters August 2007 - January 2008
Skills
Proposal Writing, Proofreading, Creative Writing, Editing, Copy Editing, Microsoft Word, CRM, Microsoft Office, Power Point, Business Development, Marketing
Education
University of Maryland College Park 2008 — 2012
Bachelors of Arts, English Language and Literature, Graduated
Bel Air Senior High School 2004 — 2007
High School Diploma
Nancy Lisle, CPA Nancy Lisle, CPA's CliftonLarsonAllen Experience January 2014 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
OneSource Professional Services Group January 2002 - December 2013
Bureau of National Affairs, Inc. December 1989 - December 1998
Skills
Partnership Taxation, Tax, Personal Income Tax..., Partnerships, Financial Statements, Tax Research, Nonprofits, Corporate Tax, CPA, QuickBooks, CCH ProSystem fx, UltraTax
Education
University of Maryland College Park 1982 — 1987
Bachelor of Science (B.S.), Accounting
CliftonLarsonAllen January 2014 - Present
OneSource Professional Services Group January 2002 - December 2013
Bureau of National Affairs, Inc. December 1989 - December 1998
Skills
Partnership Taxation, Tax, Personal Income Tax..., Partnerships, Financial Statements, Tax Research, Nonprofits, Corporate Tax, CPA, QuickBooks, CCH ProSystem fx, UltraTax
Education
University of Maryland College Park 1982 — 1987
Bachelor of Science (B.S.), Accounting
Hammad Malik Hammad Malik's CliftonLarsonAllen Experience May 2015 - Present
Job Assurance/Audit Intern at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen May 2015 - Present
Macy's June 2014 - August 2014
University of Maryland 2013 - 2014
Skills
Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Teamwork, Time Management, Social Media, Accounting, Management, Auditing, Social Networking, Financial Analysis
Education
University of Maryland College Park 2013 — 2016
Bachelor's degree, Accounting, Senior
CliftonLarsonAllen May 2015 - Present
Macy's June 2014 - August 2014
University of Maryland 2013 - 2014
Skills
Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Teamwork, Time Management, Social Media, Accounting, Management, Auditing, Social Networking, Financial Analysis
Education
University of Maryland College Park 2013 — 2016
Bachelor's degree, Accounting, Senior
Steve Kopf Steve Kopf's CliftonLarsonAllen Experience February 2015 - Present
Job Outsourcing Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen February 2015 - Present
Sip Sip Bite, LLC dba Dunkin' Donuts August 2013 - January 2015
IAWood LLC DBA Mr. Sandless Iowa September 2009 - July 2013
LightEdge Solutions July 2008 - July 2009
Quebecor World October 2003 - 2009
Qualis, Inc. November 2001 - October 2003
Ruan Transport Corporation August 1993 - November 2001
AccessAir, Inc. April 2000 - July 2001
Partnership Press, Inc. & Midwest Newspapers, Inc. April 1992 - August 1993
Jacobsen, Flood, Gegner & Company November 1990 - April 1992
Skills
Product Quality, Floor Cleaning, Forecasting, Accounting, Budgets, Financial Analysis, Strategic Planning, Analysis, Financial Reporting, Auditing, Management, Microsoft Excel, Customer Service, Process Improvement, Team Building, Negotiation, Finance, Leadership, New Business Development, Payroll
Education
University of Iowa 1980 — 1983
BBA, Accounting
CliftonLarsonAllen February 2015 - Present
Sip Sip Bite, LLC dba Dunkin' Donuts August 2013 - January 2015
IAWood LLC DBA Mr. Sandless Iowa September 2009 - July 2013
LightEdge Solutions July 2008 - July 2009
Quebecor World October 2003 - 2009
Qualis, Inc. November 2001 - October 2003
Ruan Transport Corporation August 1993 - November 2001
AccessAir, Inc. April 2000 - July 2001
Partnership Press, Inc. & Midwest Newspapers, Inc. April 1992 - August 1993
Jacobsen, Flood, Gegner & Company November 1990 - April 1992
Skills
Product Quality, Floor Cleaning, Forecasting, Accounting, Budgets, Financial Analysis, Strategic Planning, Analysis, Financial Reporting, Auditing, Management, Microsoft Excel, Customer Service, Process Improvement, Team Building, Negotiation, Finance, Leadership, New Business Development, Payroll
Education
University of Iowa 1980 — 1983
BBA, Accounting
Mitchell Marcotte's CliftonLarsonAllen Experience August 2015 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2015 - Present
Education
University of Illinois at Urbana-Champaign 2012 — 2014
Bachelor of Applied Science (BASc), Agri-Accounting
CliftonLarsonAllen August 2015 - Present
Education
University of Illinois at Urbana-Champaign 2012 — 2014
Bachelor of Applied Science (BASc), Agri-Accounting
Brent Terhaar Brent Terhaar's CliftonLarsonAllen Experience October 1996 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen October 1996 - Present
Education
University of Minnesota Duluth 1992 — 1996
Bachelor of Accountancy, Accounting
CliftonLarsonAllen October 1996 - Present
Education
University of Minnesota Duluth 1992 — 1996
Bachelor of Accountancy, Accounting
Marlon Perry, CPA Marlon Perry, CPA's CliftonLarsonAllen Experience January 2012 - Present
Job Senior Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP March 2009 - January 2012
Perry & Associates June 2005 - February 2009
Ernst & Young June 2000 - June 2005
Soza & Company, LTD (now Perot Systems) January 1998 - June 2000
Skills
GAAP, Auditing, Assurance, Financial Statements, Internal Controls, CPA, Financial Reporting, US GAAP, External Audit, Accounting
Education
University of Maryland Eastern Shore
BS, Accounting
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP March 2009 - January 2012
Perry & Associates June 2005 - February 2009
Ernst & Young June 2000 - June 2005
Soza & Company, LTD (now Perot Systems) January 1998 - June 2000
Skills
GAAP, Auditing, Assurance, Financial Statements, Internal Controls, CPA, Financial Reporting, US GAAP, External Audit, Accounting
Education
University of Maryland Eastern Shore
BS, Accounting
Dan Keane Dan Keane's CliftonLarsonAllen Experience January 2015 - Present
Job Intern at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
University of Iowa Admissions Office September 2013 - Present
University of Iowa Water Plant November 2011 - September 2014
Tracc Films June 2013 - August 2013
Skills
Final Cut Pro, Film Production, Video Production, Television, Video Editing, Film, Broadcast, Camera, Post Production, Production Managment, Video, Premiere, Canon DSLR, Sound Editing, Auditing, Accounting
Education
University of Iowa 2010 — 2015
Bachelor of Business Administration (B.B.A.); Bachelor of Arts (B.A.), Accounting, Cinema
CliftonLarsonAllen January 2015 - Present
University of Iowa Admissions Office September 2013 - Present
University of Iowa Water Plant November 2011 - September 2014
Tracc Films June 2013 - August 2013
Skills
Final Cut Pro, Film Production, Video Production, Television, Video Editing, Film, Broadcast, Camera, Post Production, Production Managment, Video, Premiere, Canon DSLR, Sound Editing, Auditing, Accounting
Education
University of Iowa 2010 — 2015
Bachelor of Business Administration (B.B.A.); Bachelor of Arts (B.A.), Accounting, Cinema
Jenny Frerichs's CliftonLarsonAllen Experience January 2011 - July 2013
Job Senior Tax Analyst at Cargill
Industry Accounting
Experience
Cargill April 2015 - Present
Best Buy March 2014 - April 2015
Grant Thornton LLP July 2013 - March 2014
CliftonLarsonAllen January 2011 - July 2013
Panera Bread July 2007 - November 2010
Skills
Tax Accounting, Accounting, Corporate Tax, Financial Accounting, Financial Reporting, Income Tax
Education
Carlson School of Management 2008 — 2010
Bachelors of Science in Business, Accounting
Cargill April 2015 - Present
Best Buy March 2014 - April 2015
Grant Thornton LLP July 2013 - March 2014
CliftonLarsonAllen January 2011 - July 2013
Panera Bread July 2007 - November 2010
Skills
Tax Accounting, Accounting, Corporate Tax, Financial Accounting, Financial Reporting, Income Tax
Education
Carlson School of Management 2008 — 2010
Bachelors of Science in Business, Accounting
Heather Geissinger Heather Geissinger's CliftonLarsonAllen Experience August 2012 - Present
Job Senior Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen August 2012 - Present
Granite City Food & Brewery April 2005 - May 2011
Robert W. Baird & Co. January 2010 - July 2010
Cedar Rapids Kernels February 2009 - September 2009
Skills
Accounting, Auditing, Management, Tax, Customer Service, Project Planning, Financial Statements, Teamwork, Nonprofits, Corporate Tax, Tax Returns, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Time Management
Education
University of Northern Iowa 2010 — 2012
Bachelor of Arts (BA), Accounting
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Marketing
CliftonLarsonAllen August 2012 - Present
Granite City Food & Brewery April 2005 - May 2011
Robert W. Baird & Co. January 2010 - July 2010
Cedar Rapids Kernels February 2009 - September 2009
Skills
Accounting, Auditing, Management, Tax, Customer Service, Project Planning, Financial Statements, Teamwork, Nonprofits, Corporate Tax, Tax Returns, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Time Management
Education
University of Northern Iowa 2010 — 2012
Bachelor of Arts (BA), Accounting
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Marketing
Stephen O'Dea, CPA Stephen O'Dea, CPA's CliftonLarsonAllen Experience January 2012 - January 2013
Job Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2013 - Present
CliftonLarsonAllen January 2012 - January 2013
Clifton Gunderson LLP July 2011 - December 2011
Clifton Gunderson LLP June 2008 - June 2011
Skills
CPA, Financial Reporting, Accounting, Auditing, US GAAP, Assurance, Internal Controls, Financial Statements, External Audit, Financial Accounting, Financial Analysis, GAAP, Microsoft Excel, SEC filings, Sarbanes-Oxley Act
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Accounting
BDO USA, LLP January 2013 - Present
CliftonLarsonAllen January 2012 - January 2013
Clifton Gunderson LLP July 2011 - December 2011
Clifton Gunderson LLP June 2008 - June 2011
Skills
CPA, Financial Reporting, Accounting, Auditing, US GAAP, Assurance, Internal Controls, Financial Statements, External Audit, Financial Accounting, Financial Analysis, GAAP, Microsoft Excel, SEC filings, Sarbanes-Oxley Act
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Accounting
Ross Steinfeldt Ross Steinfeldt's CliftonLarsonAllen Experience November 2014 - Present
Job Senior Tax Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen November 2013 - November 2014
Lurie Besikof Lapidus & Company, LLP January 2012 - October 2013
Lurie Besikof Lapidus & Company, LLP July 2011 - January 2012
Skills
Accounting, Tax Accounting, Budgets, Tax Preparation, Income Tax, Auditing, Tax
Education
University of Minnesota - Carlson School of Management 2010 — 2011
MBT, Master of Business Taxation
University of Michigan 2007 — 2010
Bachelor, Economics
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen November 2013 - November 2014
Lurie Besikof Lapidus & Company, LLP January 2012 - October 2013
Lurie Besikof Lapidus & Company, LLP July 2011 - January 2012
Skills
Accounting, Tax Accounting, Budgets, Tax Preparation, Income Tax, Auditing, Tax
Education
University of Minnesota - Carlson School of Management 2010 — 2011
MBT, Master of Business Taxation
University of Michigan 2007 — 2010
Bachelor, Economics
Linda Rubenstein, CPA Linda Rubenstein, CPA's CliftonLarsonAllen Experience January 2014 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Financial Services
Experience
CliftonLarsonAllen January 2014 - Present
OneSource Professional Services Group 2001 - December 2013
Greenwood Group, Inc. 1997 - 2001
Oxford Development Company 1984 - 1991
Skills
Tax Research, CPA, Forensic Accounting, Management, Financial Analysis, Due Diligence, Tax, Retail, SEC filings, Tax Preparation, Corporate Tax, Partnership Taxation, Part-Time CFO Services, Financial Reporting, Banking, Strategic Financial...
Education
University of Maryland College Park 1979 — 1983
B.S., Finance
DuVal
CliftonLarsonAllen January 2014 - Present
OneSource Professional Services Group 2001 - December 2013
Greenwood Group, Inc. 1997 - 2001
Oxford Development Company 1984 - 1991
Skills
Tax Research, CPA, Forensic Accounting, Management, Financial Analysis, Due Diligence, Tax, Retail, SEC filings, Tax Preparation, Corporate Tax, Partnership Taxation, Part-Time CFO Services, Financial Reporting, Banking, Strategic Financial...
Education
University of Maryland College Park 1979 — 1983
B.S., Finance
DuVal
Kelly Kienholz Kelly Kienholz's CliftonLarsonAllen Experience November 2013 - Present
Job Principal Outsourcing Solutions Nonprofit & Government at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen March 2007 - Present
Volunteers of America National Services 2001 - 2006
LarsonAllen June 1997 - June 2001
Skills
CPA – Licensed in..., Member, Minnesota..., Member, AICPA, Member, Program..., Leadership Cabinet,..., Nonprofit Thought..., Financial Analysis, Auditing, Accounting, Internal Controls, Financial Reporting, General Ledger, Forecasting, Financial Accounting, Tax, CPA, Analysis, Accounts Receivable, Finance, Fixed Assets, Account Reconciliation, Payroll
Education
University of Minnesota-Duluth 1993 — 1997
Bachelor of Accounting
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen March 2007 - Present
Volunteers of America National Services 2001 - 2006
LarsonAllen June 1997 - June 2001
Skills
CPA – Licensed in..., Member, Minnesota..., Member, AICPA, Member, Program..., Leadership Cabinet,..., Nonprofit Thought..., Financial Analysis, Auditing, Accounting, Internal Controls, Financial Reporting, General Ledger, Forecasting, Financial Accounting, Tax, CPA, Analysis, Accounts Receivable, Finance, Fixed Assets, Account Reconciliation, Payroll
Education
University of Minnesota-Duluth 1993 — 1997
Bachelor of Accounting
Cory Halloran Cory Halloran's CliftonLarsonAllen Experience January 2013 - March 2013
Job Accountant at Prom Management Group, Inc.
Industry Accounting
Experience
Prom Management Group, Inc. June 2013 - Present
CliftonLarsonAllen January 2013 - March 2013
Crossroads Delicatessen April 2011 - December 2012
Volunteer Tax Assistance Program December 2010 - April 2012
SUPERVALU February 2006 - September 2011
City of St. Louis Park Parks and Recreation July 2009 - August 2011
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Customer Service, Leadership, Data Analysis, Public Speaking, Time Management, Critical Thinking, Financial Modeling, Visio, Inventory Management, QuickBooks, Financial Analysis, Data Entry, Soccer Coaching
Education
University of Minnesota - Carlson School of Management 2009 — 2014
Bachelor of Science, Accounting, Senior
University of Minnesota-Twin Cities
Prom Management Group, Inc. June 2013 - Present
CliftonLarsonAllen January 2013 - March 2013
Crossroads Delicatessen April 2011 - December 2012
Volunteer Tax Assistance Program December 2010 - April 2012
SUPERVALU February 2006 - September 2011
City of St. Louis Park Parks and Recreation July 2009 - August 2011
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Customer Service, Leadership, Data Analysis, Public Speaking, Time Management, Critical Thinking, Financial Modeling, Visio, Inventory Management, QuickBooks, Financial Analysis, Data Entry, Soccer Coaching
Education
University of Minnesota - Carlson School of Management 2009 — 2014
Bachelor of Science, Accounting, Senior
University of Minnesota-Twin Cities
Isaac Myhrum's CliftonLarsonAllen Experience January 2014 - April 2014
Job Staff Accountant at Nilson & Oord PLLC
Industry Financial Services
Experience
Nilson & Oord PLLC June 2014 - Present
CliftonLarsonAllen January 2014 - April 2014
First Lutheran of Kennewick September 2011 - December 2013
Saipan Community School July 2009 - May 2010
Bradley Angle House December 2007 - June 2009
Education
Washington State University 2011 — 2014
B.A., Accounting
University of Idaho 2001 — 2005
B.S., Political Science
Nilson & Oord PLLC June 2014 - Present
CliftonLarsonAllen January 2014 - April 2014
First Lutheran of Kennewick September 2011 - December 2013
Saipan Community School July 2009 - May 2010
Bradley Angle House December 2007 - June 2009
Education
Washington State University 2011 — 2014
B.A., Accounting
University of Idaho 2001 — 2005
B.S., Political Science
Lindsey Labus-Kunkel, CPA Lindsey Labus-Kunkel, CPA's CliftonLarsonAllen Experience January 2012 - August 2014
Job Senior Accountant Revenue Recognition at Avendra LLC
Industry Accounting
Experience
Avendra LLC May 2015 - Present
Avendra LLC August 2014 - April 2015
CliftonLarsonAllen January 2012 - August 2014
Clifton Gunderson LLP June 2011 - December 2011
Deleon and Stang CPA's and Advisors January 2010 - April 2010
QSSI September 2009 - January 2010
Skills
Accounting, Assurance, Auditing, Financial Accounting, Financial Audits, External Audit, General Ledger, CPA, US GAAP, Financial Reporting, GAAP, Financial Statements, Internal Controls, Account Reconciliation, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS), Accounting
Avendra LLC May 2015 - Present
Avendra LLC August 2014 - April 2015
CliftonLarsonAllen January 2012 - August 2014
Clifton Gunderson LLP June 2011 - December 2011
Deleon and Stang CPA's and Advisors January 2010 - April 2010
QSSI September 2009 - January 2010
Skills
Accounting, Assurance, Auditing, Financial Accounting, Financial Audits, External Audit, General Ledger, CPA, US GAAP, Financial Reporting, GAAP, Financial Statements, Internal Controls, Account Reconciliation, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS), Accounting
Katie Nilson's CliftonLarsonAllen Experience 2012 - Present
Job Senior Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen 2012 - Present
University of Kansas February 2010 - May 2012
Education
University of Kansas - Graduate School of Business 2011 — 2012
Macc, Accounting
The University of Kansas 2007 — 2011
BS, Accounting
CliftonLarsonAllen 2012 - Present
University of Kansas February 2010 - May 2012
Education
University of Kansas - Graduate School of Business 2011 — 2012
Macc, Accounting
The University of Kansas 2007 — 2011
BS, Accounting
Troy Langsdale Troy Langsdale's CliftonLarsonAllen Experience October 1999 - January 2014
Job Chief Financial Officer at Legend Healthcare
Industry Accounting
Experience
Legend Healthcare January 2014 - Present
CliftonLarsonAllen October 1999 - January 2014
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Accounting
Legend Healthcare January 2014 - Present
CliftonLarsonAllen October 1999 - January 2014
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Accounting
Steven A. Noble, CPA. CITP Steven A. Noble, CPA. CITP's CliftonLarsonAllen Experience January 2012 - Present
Job Principal, Chief Information Officer CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
LarsonAllen July 2000 - January 2012
LarsonAllen October 1988 - July 2000
LarsonAllen January 1985 - September 1988
Education
University of Minnesota - Carlson School of Management 1983 — 1985
CliftonLarsonAllen January 2012 - Present
LarsonAllen July 2000 - January 2012
LarsonAllen October 1988 - July 2000
LarsonAllen January 1985 - September 1988
Education
University of Minnesota - Carlson School of Management 1983 — 1985
Joe White's CliftonLarsonAllen Experience January 1982 - Present
Job Principal CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 1982 - Present
University of St Thomas 1992 - Present
Skills
Physicians, Healthcare, Radiology, Non-profits, Leadership Development, Healthcare Information..., Healthcare Management, HIPAA, Hospitals, Leadership, Budgets, Process Improvement, Financial Analysis, Team Building, Management Consulting, Auditing, Management, Nonprofits, Practice Management, Revenue Cycle, Clinical Research, Strategy, Customer Service, EMR, Business Strategy, Data Analysis, Coaching, Healthcare Industry, EHR, Finance, Training, Mergers & Acquisitions, Consulting, Strategic Planning, Healthcare Consulting
Education
University of St. Thomas 1999 — 2001
MBA, Executive MBA
University of Minnesota - Carlson School of Management 1978 — 1982
BSB, Acccounting
Stillwater High
CliftonLarsonAllen January 1982 - Present
University of St Thomas 1992 - Present
Skills
Physicians, Healthcare, Radiology, Non-profits, Leadership Development, Healthcare Information..., Healthcare Management, HIPAA, Hospitals, Leadership, Budgets, Process Improvement, Financial Analysis, Team Building, Management Consulting, Auditing, Management, Nonprofits, Practice Management, Revenue Cycle, Clinical Research, Strategy, Customer Service, EMR, Business Strategy, Data Analysis, Coaching, Healthcare Industry, EHR, Finance, Training, Mergers & Acquisitions, Consulting, Strategic Planning, Healthcare Consulting
Education
University of St. Thomas 1999 — 2001
MBA, Executive MBA
University of Minnesota - Carlson School of Management 1978 — 1982
BSB, Acccounting
Stillwater High
Chase Nystedt Chase Nystedt's CliftonLarsonAllen Experience December 2013 - May 2015
Job Investment Analyst & Private Investment Research at CliftonLarsonAllen Wealth Advisors
Industry Investment Management
Experience
CliftonLarsonAllen Wealth Advisors May 2015 - Present
CliftonLarsonAllen December 2013 - May 2015
Truly Northern September 2011 - September 2014
TCF Bank May 2013 - September 2013
TCF Bank May 2012 - August 2012
TCF Bank February 2011 - March 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Financial Analysis, Leadership, Finance, Financial Modeling, Accounting, Event Planning, Team Leadership, Banking, Portfolio Management, Corporate Finance, Time Management, Teamwork
Education
University of Minnesota - Carlson School of Management 2014 — 2015
Master’s Degree, Accounting
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor's Degree, Finance, Accounting
Breck School 2008 — 2010
Highschool Diploma
CliftonLarsonAllen Wealth Advisors May 2015 - Present
CliftonLarsonAllen December 2013 - May 2015
Truly Northern September 2011 - September 2014
TCF Bank May 2013 - September 2013
TCF Bank May 2012 - August 2012
TCF Bank February 2011 - March 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Financial Analysis, Leadership, Finance, Financial Modeling, Accounting, Event Planning, Team Leadership, Banking, Portfolio Management, Corporate Finance, Time Management, Teamwork
Education
University of Minnesota - Carlson School of Management 2014 — 2015
Master’s Degree, Accounting
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor's Degree, Finance, Accounting
Breck School 2008 — 2010
Highschool Diploma
Brittany Kaine Brittany Kaine's CliftonLarsonAllen Experience November 2012 - Present
Job IT Financial Operations Analyst at CliftonLarsonAllen LLP
Industry Computer Hardware
Experience
Polaris Industries February 2015 - Present
CliftonLarsonAllen November 2012 - Present
LarsonAllen August 2011 - November 2012
Skills
Process Improvement, Microsoft Excel, Vendor Relationships, Internal Audit, Corporate Communications, Process Auditing, Customer Service, Planning Budgeting &..., Financial Reporting, Time Management, Inventory Management, Budgets, Analysis, Training
Education
Minnesota State University, Mankato 2006 — 2011
Bachelor of Science (B.S.), International Business, Marketing
University of Limerick 2009 — 2010
Polaris Industries February 2015 - Present
CliftonLarsonAllen November 2012 - Present
LarsonAllen August 2011 - November 2012
Skills
Process Improvement, Microsoft Excel, Vendor Relationships, Internal Audit, Corporate Communications, Process Auditing, Customer Service, Planning Budgeting &..., Financial Reporting, Time Management, Inventory Management, Budgets, Analysis, Training
Education
Minnesota State University, Mankato 2006 — 2011
Bachelor of Science (B.S.), International Business, Marketing
University of Limerick 2009 — 2010
Tony Oman Tony Oman's CliftonLarsonAllen Experience November 2014 - Present
Job Valuation Senior Associate at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen November 2014 - Present
Andersen Corporation September 2013 - November 2014
IBM June 2006 - September 2013
Skills
Pricing Strategy, Pricing Analysis, Valuation, Financial Modeling, Capital Budgeting, Industry Analysis, Financial Reporting, Bid Pricing, Corporate Finance, Process Improvement, Financial Analysis, Financial Forecasting, Competitive Analysis, Project Planning, Finance, Forecasting, Analysis
Education
University of Minnesota - Carlson School of Management
MBA, Finance & Strategy
Winona State University
BA, Economics
CliftonLarsonAllen November 2014 - Present
Andersen Corporation September 2013 - November 2014
IBM June 2006 - September 2013
Skills
Pricing Strategy, Pricing Analysis, Valuation, Financial Modeling, Capital Budgeting, Industry Analysis, Financial Reporting, Bid Pricing, Corporate Finance, Process Improvement, Financial Analysis, Financial Forecasting, Competitive Analysis, Project Planning, Finance, Forecasting, Analysis
Education
University of Minnesota - Carlson School of Management
MBA, Finance & Strategy
Winona State University
BA, Economics
Patrik Curley Patrik Curley's CliftonLarsonAllen Experience October 2013 - October 2014
Job Audit Associate at PwC
Industry Accounting
Experience
PwC November 2014 - Present
CliftonLarsonAllen October 2013 - October 2014
Gordon Parry, CPA January 2012 - August 2012
Best Fitness Health Club 2011 - August 2012
UMass Lowell 2010 - January 2012
Skills
Accounting, QuickBooks, Microsoft Excel, Teamwork, Social Media, Social Networking, Financial Analysis, Data Analysis, Microsoft Office, PowerPoint, Team-oriented, Financial Reporting, Corporate Finance, Budgets, Internal Controls, Financial Accounting, Financial Modeling, General Ledger, Finance, Tax, Access, Time Management, Bookkeeping
Education
UMass Lowell 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.46/4.0, Cum Laude
PwC November 2014 - Present
CliftonLarsonAllen October 2013 - October 2014
Gordon Parry, CPA January 2012 - August 2012
Best Fitness Health Club 2011 - August 2012
UMass Lowell 2010 - January 2012
Skills
Accounting, QuickBooks, Microsoft Excel, Teamwork, Social Media, Social Networking, Financial Analysis, Data Analysis, Microsoft Office, PowerPoint, Team-oriented, Financial Reporting, Corporate Finance, Budgets, Internal Controls, Financial Accounting, Financial Modeling, General Ledger, Finance, Tax, Access, Time Management, Bookkeeping
Education
UMass Lowell 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.46/4.0, Cum Laude
Eric Stoebner, CPA Eric Stoebner, CPA's CliftonLarsonAllen Experience October 2010 - May 2012
Job Senior Accountant Corporate Accounting
Industry Accounting
Experience
Bluestem Brands April 2013 - Present
Certes Financial Pros August 2012 - April 2013
CliftonLarsonAllen October 2010 - May 2012
Certes Financial Pros July 2006 - October 2010
Spinal Designs June 2005 - July 2006
Parsons Transportation Group November 2000 - April 2004
Voyageur Outward Bound School November 1999 - November 2000
Minnesota Indian Women's Resource Center October 1997 - October 1999
The Stevens Group November 1993 - October 1996
Tannebaum, Bindler & Company 1981 - 1985
Skills
Non-profits, Training, Auditing, Program Management, Accounting, Leadership, Management, Nonprofits, Finance, CPA, Budgets, Management Consulting, Financial Reporting, Forecasting, Managerial Finance, Financial Analysis
Education
University of Massachusetts, Amherst 1990 — 1991
M.S., Sport Management
University of Minnesota-Twin Cities 1987 — 1989
B.S., Sport and Exercise Science
University of Northern Iowa 1977 — 1981
B.A., Accounting
Bluestem Brands April 2013 - Present
Certes Financial Pros August 2012 - April 2013
CliftonLarsonAllen October 2010 - May 2012
Certes Financial Pros July 2006 - October 2010
Spinal Designs June 2005 - July 2006
Parsons Transportation Group November 2000 - April 2004
Voyageur Outward Bound School November 1999 - November 2000
Minnesota Indian Women's Resource Center October 1997 - October 1999
The Stevens Group November 1993 - October 1996
Tannebaum, Bindler & Company 1981 - 1985
Skills
Non-profits, Training, Auditing, Program Management, Accounting, Leadership, Management, Nonprofits, Finance, CPA, Budgets, Management Consulting, Financial Reporting, Forecasting, Managerial Finance, Financial Analysis
Education
University of Massachusetts, Amherst 1990 — 1991
M.S., Sport Management
University of Minnesota-Twin Cities 1987 — 1989
B.S., Sport and Exercise Science
University of Northern Iowa 1977 — 1981
B.A., Accounting
Laura Wendle, CPA Laura Wendle, CPA's CliftonLarsonAllen Experience September 2006 - May 2013
Job CFO at Camp Fire Minnesota
Industry Nonprofit Organization Management
Experience
Camp Fire Minnesota May 2013 - Present
CliftonLarsonAllen September 2006 - May 2013
Skills
Tax, Accounting, Auditing, Fixed Assets, CPA, GAAP, ProSystem fx Tax, Financial Reporting, Tax Preparation, General Ledger, Financial Statements, US GAAP, Budgets
Education
University of Minnesota Duluth 2002 — 2006
Bachelor of Accounting
University of Minnesota Duluth 2002 — 2006
Bachelor of Business Administration, Finance
Camp Fire Minnesota May 2013 - Present
CliftonLarsonAllen September 2006 - May 2013
Skills
Tax, Accounting, Auditing, Fixed Assets, CPA, GAAP, ProSystem fx Tax, Financial Reporting, Tax Preparation, General Ledger, Financial Statements, US GAAP, Budgets
Education
University of Minnesota Duluth 2002 — 2006
Bachelor of Accounting
University of Minnesota Duluth 2002 — 2006
Bachelor of Business Administration, Finance
Jaclyn Walsh, CPA Jaclyn Walsh, CPA's CliftonLarsonAllen Experience November 2013 - May 2015
Job Senior Accountant at Bloomin Brands
Industry Accounting
Experience
Bloomin' Brands, Inc. May 2015 - Present
CliftonLarsonAllen November 2013 - May 2015
CliftonLarsonAllen 2010 - October 2013
CliftonLarsonAllen 2007 - 2010
Skills
Auditing, Tax Preparation, Single Audit, OMB Circular A-133, Compliance Testing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, CCH ProSystem fx, Recruiting, Event Planning, Mentoring Of Staff, CPA, GAAP, Financial Statements
Education
University of Phoenix 2008 — 2009
Master of Business Administration (MBA)
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science (B.S.), Accounting
Bloomin' Brands, Inc. May 2015 - Present
CliftonLarsonAllen November 2013 - May 2015
CliftonLarsonAllen 2010 - October 2013
CliftonLarsonAllen 2007 - 2010
Skills
Auditing, Tax Preparation, Single Audit, OMB Circular A-133, Compliance Testing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, CCH ProSystem fx, Recruiting, Event Planning, Mentoring Of Staff, CPA, GAAP, Financial Statements
Education
University of Phoenix 2008 — 2009
Master of Business Administration (MBA)
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science (B.S.), Accounting
Mary Ann (Jackson) Szwed's CliftonLarsonAllen Experience January 2004 - Present
Job Employment Practices Manager, CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2004 - Present
AOTA 2000 - 2003
ANSER 1985 - 2000
Skills
Employee Benefits, Onboarding, Benefits Administration, HRIS, Human Resources, Financial Reporting, Payroll, Applicant Tracking..., Deferred Compensation, Accounting, Talent Acquisition, Internal Controls, Talent Management, College Recruiting
Education
Marymount University 1985 — 1988
Masters, Human Resource Development
University of Maryland College Park 1982 — 1985
Business/Personnel Mgmt
Walt Whitman High School 1978 — 1981
CliftonLarsonAllen January 2004 - Present
AOTA 2000 - 2003
ANSER 1985 - 2000
Skills
Employee Benefits, Onboarding, Benefits Administration, HRIS, Human Resources, Financial Reporting, Payroll, Applicant Tracking..., Deferred Compensation, Accounting, Talent Acquisition, Internal Controls, Talent Management, College Recruiting
Education
Marymount University 1985 — 1988
Masters, Human Resource Development
University of Maryland College Park 1982 — 1985
Business/Personnel Mgmt
Walt Whitman High School 1978 — 1981
Gerald Paulino's CliftonLarsonAllen Experience January 2012 - December 2012
Job Advisor, IT Audit at CVS Health
Industry Computer & Network Security
Experience
CVS Health June 2015 - Present
CVS Caremark Corporation December 2012 - June 2015
CliftonLarsonAllen January 2012 - December 2012
Clifton Gunderson LLP June 2010 - December 2011
MainNerve, Inc. 2004 - 2010
Kenda Systems December 2001 - October 2003
Emerald Solutions September 2000 - September 2001
Skills
Information Security, CISSP, Security, IT Audit, CISA, Information Security..., Disaster Recovery, SAS70, Network Security, Penetration Testing, Vulnerability Assessment, PCI DSS, HIPAA, Security Audits, FISMA, Security Policy, Security Awareness, Sarbanes-Oxley Act, Computer Security, COBIT, Data Security, Vulnerability Management, Business Continuity, Computer Forensics, ISO 27001, Risk Assessment, Application Security, Sarbanes-Oxley, Enterprise Risk..., Data Privacy, IDS, Intrusion Detection, Governance, NIST, Security Architecture..., Identity Management, Compliance, Internal Controls
Education
University of Guam 1984 — 1988
BBA, Business Management
Father Duenas Memorial School
CVS Health June 2015 - Present
CVS Caremark Corporation December 2012 - June 2015
CliftonLarsonAllen January 2012 - December 2012
Clifton Gunderson LLP June 2010 - December 2011
MainNerve, Inc. 2004 - 2010
Kenda Systems December 2001 - October 2003
Emerald Solutions September 2000 - September 2001
Skills
Information Security, CISSP, Security, IT Audit, CISA, Information Security..., Disaster Recovery, SAS70, Network Security, Penetration Testing, Vulnerability Assessment, PCI DSS, HIPAA, Security Audits, FISMA, Security Policy, Security Awareness, Sarbanes-Oxley Act, Computer Security, COBIT, Data Security, Vulnerability Management, Business Continuity, Computer Forensics, ISO 27001, Risk Assessment, Application Security, Sarbanes-Oxley, Enterprise Risk..., Data Privacy, IDS, Intrusion Detection, Governance, NIST, Security Architecture..., Identity Management, Compliance, Internal Controls
Education
University of Guam 1984 — 1988
BBA, Business Management
Father Duenas Memorial School
Jason Bakke's CliftonLarsonAllen Experience June 2000 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen June 2000 - Present
Skills
Financial Reporting, Tax, Accounting, Assurance, Financial Analysis, CPA, Income Tax, Finance, Real Estate, Tax Preparation, Management Consulting, Auditing, GAAP, Internal Controls, Financial Accounting, Corporate Tax, Mergers & Acquisitions, Budgets, US GAAP, ERISA, Due Diligence, Construction, Financial Statements
Education
University of Minnesota-Duluth 1995 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
CliftonLarsonAllen June 2000 - Present
Skills
Financial Reporting, Tax, Accounting, Assurance, Financial Analysis, CPA, Income Tax, Finance, Real Estate, Tax Preparation, Management Consulting, Auditing, GAAP, Internal Controls, Financial Accounting, Corporate Tax, Mergers & Acquisitions, Budgets, US GAAP, ERISA, Due Diligence, Construction, Financial Statements
Education
University of Minnesota-Duluth 1995 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Craig Arends's CliftonLarsonAllen Experience January 2009 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2009 - Present
Ernst & Young January 2005 - December 2008
LarsonAllen August 2003 - January 2005
Deloitte & Touche LLP May 2002 - August 2003
Arthur Andersen 1991 - 2002
Skills
Mergers, Due Diligence, Private Equity, Accounting, US GAAP, Financial Modeling, Internal Controls, Valuation, Finance, Mergers & Acquisitions, GAAP, Financial Accounting, Auditing, SEC filings, Networking, Strategic Planning, Enterprise Risk..., Investments, Portfolio Management, Strategy, Capital Markets
Education
University of Minnesota - Carlson School of Management 1986 — 1990
Accounting
CliftonLarsonAllen January 2009 - Present
Ernst & Young January 2005 - December 2008
LarsonAllen August 2003 - January 2005
Deloitte & Touche LLP May 2002 - August 2003
Arthur Andersen 1991 - 2002
Skills
Mergers, Due Diligence, Private Equity, Accounting, US GAAP, Financial Modeling, Internal Controls, Valuation, Finance, Mergers & Acquisitions, GAAP, Financial Accounting, Auditing, SEC filings, Networking, Strategic Planning, Enterprise Risk..., Investments, Portfolio Management, Strategy, Capital Markets
Education
University of Minnesota - Carlson School of Management 1986 — 1990
Accounting
Nick Pirotte's CliftonLarsonAllen Experience January 2014 - Present
Job Tax Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Unity Point Health August 2012 - December 2013
Deloitte July 2006 - August 2012
Skills
Financial Modeling, Financial Analysis, Internal Controls, Financial Reporting, Financial Accounting, Accounting, Leadership, CPA
Education
University of Iowa Tippie School of Management 2012 — 2015
MBA Candidate, Finance and Management
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
Finance and Accounting
CliftonLarsonAllen January 2014 - Present
Unity Point Health August 2012 - December 2013
Deloitte July 2006 - August 2012
Skills
Financial Modeling, Financial Analysis, Internal Controls, Financial Reporting, Financial Accounting, Accounting, Leadership, CPA
Education
University of Iowa Tippie School of Management 2012 — 2015
MBA Candidate, Finance and Management
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
Finance and Accounting
Sarah Koelln, CPA's CliftonLarsonAllen Experience January 2010 - October 2012
Job Senior Tax Analyst at Castlelake, L.P.
Industry Investment Management
Experience
Castlelake, L.P. October 2012 - Present
CliftonLarsonAllen January 2010 - October 2012
Ernst & Young July 2008 - December 2009
Carlson School of Management September 2007 - May 2008
Ernst & Young June 2007 - August 2007
LarsonAllen January 2007 - May 2007
Carlson School of Management January 2006 - December 2006
Skills
Tax Preparation, Personal Income Tax..., Corporate Tax, Tax Returns, Research & Development..., Capitalization, Tax Research, Tax Accounting, Tax Advisory
Education
University of Minnesota - Carlson School of Management 2005 — 2008
BSB, Accounting
Castlelake, L.P. October 2012 - Present
CliftonLarsonAllen January 2010 - October 2012
Ernst & Young July 2008 - December 2009
Carlson School of Management September 2007 - May 2008
Ernst & Young June 2007 - August 2007
LarsonAllen January 2007 - May 2007
Carlson School of Management January 2006 - December 2006
Skills
Tax Preparation, Personal Income Tax..., Corporate Tax, Tax Returns, Research & Development..., Capitalization, Tax Research, Tax Accounting, Tax Advisory
Education
University of Minnesota - Carlson School of Management 2005 — 2008
BSB, Accounting
Jessica Shuster, CPA's CliftonLarsonAllen Experience January 2011 - Present
Job Senior Auditor at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2011 - Present
Watkins Meegan LLC October 2008 - December 2010
Sarfino & Rhoades February 2007 - September 2008
Skills
CPA, Tax, Tax Preparation, Auditing, Nonprofits, Internal Controls, Financial Reporting, OMB Circular A-133, 2 CFR 200, Financial Statements, Uniform Guidance, OMB Circular A-122, OMB Circular A-110, Staff Supervision, Alternative Investments, Interest Rate Swaps, Federal Grants, Revenue Recognition, Cost Principles
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2006
Master of Science, Accounting
University of Michigan 2001 — 2005
Bachelor of Arts, Political Science
CliftonLarsonAllen January 2011 - Present
Watkins Meegan LLC October 2008 - December 2010
Sarfino & Rhoades February 2007 - September 2008
Skills
CPA, Tax, Tax Preparation, Auditing, Nonprofits, Internal Controls, Financial Reporting, OMB Circular A-133, 2 CFR 200, Financial Statements, Uniform Guidance, OMB Circular A-122, OMB Circular A-110, Staff Supervision, Alternative Investments, Interest Rate Swaps, Federal Grants, Revenue Recognition, Cost Principles
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2006
Master of Science, Accounting
University of Michigan 2001 — 2005
Bachelor of Arts, Political Science
Harold (Hod) Dahl's CliftonLarsonAllen Experience January 1984 - Present
Job Principal, CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen January 1984 - Present
Skills
Financial Reporting, Mergers & Acquisitions, Process Improvement, Due Diligence, Tax, Entrepreneurship, Strategic Financial..., Analysis, Financial Modeling, Financial Analysis
Education
University of Minnesota-Duluth
Bachelor of Accounting, Emphasis in Economics
CliftonLarsonAllen January 1984 - Present
Skills
Financial Reporting, Mergers & Acquisitions, Process Improvement, Due Diligence, Tax, Entrepreneurship, Strategic Financial..., Analysis, Financial Modeling, Financial Analysis
Education
University of Minnesota-Duluth
Bachelor of Accounting, Emphasis in Economics
Abisoye Oki's CliftonLarsonAllen Experience May 2010 - December 2012
Job Senior Consultant at EY
Industry Accounting
Experience
EY November 2014 - Present
KPMG US January 2013 - November 2014
CliftonLarsonAllen May 2010 - December 2012
Clifton Gunderson, LLP June 2009 - May 2010
May & Barnhard, PC August 2008 - May 2009
Skills
Auditing, Accounting, Financial Accounting, Internal Controls, Financial Reporting, Assurance, GAAP, CPA, US GAAP, Sarbanes-Oxley Act, Financial Audits, External Audit, General Ledger, Audit Readiness, Business Process..., Remediation, Corrective Actions, Accounts Payable, Financial Statements, Accounts Receivable, Risk Management, Financial Analysis, Internal Audit
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor's Degree, Accounting, Government and Politics
EY November 2014 - Present
KPMG US January 2013 - November 2014
CliftonLarsonAllen May 2010 - December 2012
Clifton Gunderson, LLP June 2009 - May 2010
May & Barnhard, PC August 2008 - May 2009
Skills
Auditing, Accounting, Financial Accounting, Internal Controls, Financial Reporting, Assurance, GAAP, CPA, US GAAP, Sarbanes-Oxley Act, Financial Audits, External Audit, General Ledger, Audit Readiness, Business Process..., Remediation, Corrective Actions, Accounts Payable, Financial Statements, Accounts Receivable, Risk Management, Financial Analysis, Internal Audit
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor's Degree, Accounting, Government and Politics
Rachel B. Cohen's CliftonLarsonAllen Experience April 2008 - August 2013
Job Experienced facilitation and community strategist with a specialization in aging.
Industry Hospital & Health Care
Experience
Health Dimensions Group September 2013 - June 2015
CliftonLarsonAllen April 2008 - August 2013
Philadelphia Corporation for Aging August 2004 - April 2008
People's Emergency Center January 2003 - July 2004
Skills
Strategic Planning, Retreat Facilitation, Market Research, Focus Group Facilitation, Curriculum Design, Program Development, Community Development, Public Speaking, Focus Groups, Teaching, Strategy, Data Analysis, Fundraising, Strategic Visioning, Program Evaluation, Program Management, Proposal Writing, Project Management, Nonprofits, Organizational..., Policy, Graphic Facilitation, Community Outreach
Education
Grove Consultants International: Strategic Visioning 2013 — 2013
University of Michigan 2001 — 2002
MSW, Social Work--Gerontology specialty
University of Michigan 2000 — 2002
Masters of Urban Planning, Urban Planning
University of Virginia 1992 — 1996
Bachelors of City Planning, Urban Planning
Health Dimensions Group September 2013 - June 2015
CliftonLarsonAllen April 2008 - August 2013
Philadelphia Corporation for Aging August 2004 - April 2008
People's Emergency Center January 2003 - July 2004
Skills
Strategic Planning, Retreat Facilitation, Market Research, Focus Group Facilitation, Curriculum Design, Program Development, Community Development, Public Speaking, Focus Groups, Teaching, Strategy, Data Analysis, Fundraising, Strategic Visioning, Program Evaluation, Program Management, Proposal Writing, Project Management, Nonprofits, Organizational..., Policy, Graphic Facilitation, Community Outreach
Education
Grove Consultants International: Strategic Visioning 2013 — 2013
University of Michigan 2001 — 2002
MSW, Social Work--Gerontology specialty
University of Michigan 2000 — 2002
Masters of Urban Planning, Urban Planning
University of Virginia 1992 — 1996
Bachelors of City Planning, Urban Planning
Alyssa Cramer's CliftonLarsonAllen Experience January 2003 - September 2012
Job Director of Partnership Tax at Sawmill Private Management, Inc.
Industry Accounting
Experience
Sawmill Private Management, Inc. August 2014 - Present
Target September 2012 - July 2014
CliftonLarsonAllen January 2003 - September 2012
Baker Tilly Virchow Krause, LLP January 2002 - April 2002
Skills
Accounting, GAAP, Budgets, Financial Statements, General Ledger, Income Tax, Leadership, Microsoft Office, QuickBooks, Strategic Planning, Tax Accounting, Tax Returns, US GAAP
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MBT
University of Wisconsin-La Crosse 1998 — 2002
B.S. in Accountancy
Edgerton High School 1995 — 1998
Sawmill Private Management, Inc. August 2014 - Present
Target September 2012 - July 2014
CliftonLarsonAllen January 2003 - September 2012
Baker Tilly Virchow Krause, LLP January 2002 - April 2002
Skills
Accounting, GAAP, Budgets, Financial Statements, General Ledger, Income Tax, Leadership, Microsoft Office, QuickBooks, Strategic Planning, Tax Accounting, Tax Returns, US GAAP
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MBT
University of Wisconsin-La Crosse 1998 — 2002
B.S. in Accountancy
Edgerton High School 1995 — 1998
Seth Swartz, CPA's CliftonLarsonAllen Experience July 2010 - November 2012
Job Controller, DANSR, Inc.
Industry Accounting
Experience
DANRS, Inc. August 2013 - Present
CliftonLarsonAllen July 2010 - November 2012
Clifton Gunderson LLP May 2008 - June 2010
Skills
Tax Preparation, Income Tax, US GAAP, Accounting, Financial Reporting, Auditing, Estate Tax Planning, Financial Analysis, Tax, Tax Research, Partnership Taxation, Corporate Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Masters, Accounting
DANRS, Inc. August 2013 - Present
CliftonLarsonAllen July 2010 - November 2012
Clifton Gunderson LLP May 2008 - June 2010
Skills
Tax Preparation, Income Tax, US GAAP, Accounting, Financial Reporting, Auditing, Estate Tax Planning, Financial Analysis, Tax, Tax Research, Partnership Taxation, Corporate Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Masters, Accounting
Karla VonEschen's CliftonLarsonAllen Experience December 2011 - July 2015
Job Coding Analyst at 3M Health Care
Industry Hospital & Health Care
Experience
3M Health Care August 2015 - Present
CliftonLarsonAllen December 2011 - July 2015
CliftonLarsonAllen December 2011 - June 2015
Wipfli LLP 2015 - 2015
Wipfli LLP 2015 - 2015
OptumInsight April 2008 - December 2011
Medica Health Plans May 2006 - April 2008
Medica Health Plans 1997 - 2008
Park Nicollet Clinic January 2000 - January 2002
Medica Health Plans March 1996 - March 1998
Skills
Medicare, Healthcare, Insurance, Medicaid, Employee Benefits, Health Policy, Hospitals, Medical Coding, Software Documentation, Management, Analysis, CPT, Claim, Training, Policy, Medical Records, HIPAA, Program Management, Medical chart review, ICD-10-CM and ICD-10-PCS, AHIMA Approved..., Inpatient Hospital..., Outpatient Hospital...
Education
University of Minnesota Duluth 1987 — 1992
BAS, Community Health Education
University of Minnesota Duluth 1987 — 1992
Bachelor of Applied Science (B.A.Sc.), Community Health and Preventive Medicine
3M Health Care August 2015 - Present
CliftonLarsonAllen December 2011 - July 2015
CliftonLarsonAllen December 2011 - June 2015
Wipfli LLP 2015 - 2015
Wipfli LLP 2015 - 2015
OptumInsight April 2008 - December 2011
Medica Health Plans May 2006 - April 2008
Medica Health Plans 1997 - 2008
Park Nicollet Clinic January 2000 - January 2002
Medica Health Plans March 1996 - March 1998
Skills
Medicare, Healthcare, Insurance, Medicaid, Employee Benefits, Health Policy, Hospitals, Medical Coding, Software Documentation, Management, Analysis, CPT, Claim, Training, Policy, Medical Records, HIPAA, Program Management, Medical chart review, ICD-10-CM and ICD-10-PCS, AHIMA Approved..., Inpatient Hospital..., Outpatient Hospital...
Education
University of Minnesota Duluth 1987 — 1992
BAS, Community Health Education
University of Minnesota Duluth 1987 — 1992
Bachelor of Applied Science (B.A.Sc.), Community Health and Preventive Medicine
John Racek's CliftonLarsonAllen Experience January 2012 - December 2012
Job Retired Partner, CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - December 2012
Larson Allen Weishair & Co. 1973 - 2012
Skills
Quality Auditing, Healthcare, Long-term Care, Home Care, Auditing, Accounting, Assurance, Partnership Taxation, Strategic Planning, Tax Research, Budgets, Financial Analysis, CPA, Financial Reporting, Internal Controls
Education
University of Minnesota - Carlson School of Management 1968 — 1972
BS, Accounting
CliftonLarsonAllen January 2012 - December 2012
Larson Allen Weishair & Co. 1973 - 2012
Skills
Quality Auditing, Healthcare, Long-term Care, Home Care, Auditing, Accounting, Assurance, Partnership Taxation, Strategic Planning, Tax Research, Budgets, Financial Analysis, CPA, Financial Reporting, Internal Controls
Education
University of Minnesota - Carlson School of Management 1968 — 1972
BS, Accounting
Anthony Sisco's CliftonLarsonAllen Experience January 2004 - August 2012
Job Accounting Manager at Schwan's Conusmer Brands
Industry Accounting
Experience
Schwan's Conusmer Brands August 2012 - Present
CliftonLarsonAllen January 2004 - August 2012
Education
University of Minnesota Duluth 1999 — 2004
Accounting
Schwan's Conusmer Brands August 2012 - Present
CliftonLarsonAllen January 2004 - August 2012
Education
University of Minnesota Duluth 1999 — 2004
Accounting
David Lamberton, CPA's CliftonLarsonAllen Experience July 2008 - February 2015
Job Senior Income Tax Accountant at G&K Services
Industry Accounting
Experience
G&K Services February 2015 - Present
CliftonLarsonAllen July 2008 - February 2015
Skills
Accounting, Financial Reporting, Corporate Tax, Tax Preparation, Financial Analysis, Tax Accounting, CPA, Microsoft Excel, Income Tax, General Ledger, GAAP
Education
University of Minnesota - Carlson School of Management 2006 — 2008
BSB, Accounting
G&K Services February 2015 - Present
CliftonLarsonAllen July 2008 - February 2015
Skills
Accounting, Financial Reporting, Corporate Tax, Tax Preparation, Financial Analysis, Tax Accounting, CPA, Microsoft Excel, Income Tax, General Ledger, GAAP
Education
University of Minnesota - Carlson School of Management 2006 — 2008
BSB, Accounting
Bob Abel's CliftonLarsonAllen Experience 2000 - 2010
Job Robert M. Abel, CPA
Industry Accounting
Experience
Robert M. Abel 2011 - Present
CliftonLarsonAllen 2000 - 2010
BDO April 1977 - June 2000
BDO Seidman, LLP September 1973 - April 1977
Skills
Strategic Planning, Financial Analysis, Mergers & Acquisitions, Accounting, Corporate Tax, Income Tax
Education
University of Illinois at Urbana-Champaign 1964 — 1967
Juris Doctorate, Law
Robert M. Abel 2011 - Present
CliftonLarsonAllen 2000 - 2010
BDO April 1977 - June 2000
BDO Seidman, LLP September 1973 - April 1977
Skills
Strategic Planning, Financial Analysis, Mergers & Acquisitions, Accounting, Corporate Tax, Income Tax
Education
University of Illinois at Urbana-Champaign 1964 — 1967
Juris Doctorate, Law
Jonathan Langfield's CliftonLarsonAllen Experience January 2008 - Present
Job Principal at LarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2008 - Present
LarsonAllen, LLP 1986 - Present
Education
University of Massachusetts Dartmouth 1982 — 1986
BS, Accounting
CliftonLarsonAllen January 2008 - Present
LarsonAllen, LLP 1986 - Present
Education
University of Massachusetts Dartmouth 1982 — 1986
BS, Accounting
Jon Weston's CliftonLarsonAllen Experience January 2005 - Present
Job Manager at CliftonLarsonAllen
Industry Construction
Experience
CliftonLarsonAllen January 2005 - Present
Garrison Sports, Inc. May 2002 - September 2006
Skills
CPA, Auditing, Accounting, Tax, Consulting, Construction Accounting, Analytics, Information Technology, Budgeting, Financial Transactions, Treasury Management, Data Analysis, Succession Planning, Performance Benchmarking, Budgets, Leadership, Management
Education
University of Minnesota - Carlson School of Management 2002 — 2005
BSB, Accounting
Brainerd High School 2000 — 2002
CliftonLarsonAllen January 2005 - Present
Garrison Sports, Inc. May 2002 - September 2006
Skills
CPA, Auditing, Accounting, Tax, Consulting, Construction Accounting, Analytics, Information Technology, Budgeting, Financial Transactions, Treasury Management, Data Analysis, Succession Planning, Performance Benchmarking, Budgets, Leadership, Management
Education
University of Minnesota - Carlson School of Management 2002 — 2005
BSB, Accounting
Brainerd High School 2000 — 2002
Bill Siitari's CliftonLarsonAllen Experience July 2015 - Present
Job Senior Accountant Outsourcing at CliftonLarsonAllen
Industry Higher Education
Experience
CliftonLarsonAllen July 2015 - Present
Big Ten Conference June 2010 - June 2015
University of Minnesota October 2009 - May 2010
KPMG LLP August 2006 - March 2009
Skills
Auditing, Accounting, Financial Reporting, Internal Controls
Education
University of Minnesota-Twin Cities 2005 — 2006
M.Ed., Applied Kinesiology - Sport Management
University of Minnesota - Carlson School of Management 2001 — 2005
BSB, Accounting
CliftonLarsonAllen July 2015 - Present
Big Ten Conference June 2010 - June 2015
University of Minnesota October 2009 - May 2010
KPMG LLP August 2006 - March 2009
Skills
Auditing, Accounting, Financial Reporting, Internal Controls
Education
University of Minnesota-Twin Cities 2005 — 2006
M.Ed., Applied Kinesiology - Sport Management
University of Minnesota - Carlson School of Management 2001 — 2005
BSB, Accounting
Evan Bauernschmitt, CPA's CliftonLarsonAllen Experience January 2012 - July 2013
Job Financial Analyst at Ultra Machining Company (UMC, Inc.)
Industry Accounting
Experience
Ultra Machining Company December 2014 - Present
Sterilmed January 2014 - November 2014
Sterilmed July 2013 - January 2014
CliftonLarsonAllen January 2012 - July 2013
PwC August 2011 - December 2011
University of Minnesota Duluth October 2009 - May 2011
ATK May 2010 - August 2010
University of Minnesota Duluth September 2008 - May 2009
Skills
Individual Income Tax, Business Tax, ERISA Audits, Form 5500, Reviews, Compilations, Tax Preparation, Tax, CPA, CCH ProSystem fx, Audits of Employee..., Assurance, ProSystem fx Tax, Income Tax, Corporate Tax, ERISA, GAAP, Financial Statements, Accounting, Auditing, Internal Controls, US GAAP, Sarbanes-Oxley Act, Internal Audit, Sarbanes-Oxley, Finance, Analysis, General Ledger, Financial Reporting, Journal Entries, Fixed Assets, Account Reconciliation
Education
University of Minnesota-Duluth 2008 — 2011
BAcc, Accounting
Ultra Machining Company December 2014 - Present
Sterilmed January 2014 - November 2014
Sterilmed July 2013 - January 2014
CliftonLarsonAllen January 2012 - July 2013
PwC August 2011 - December 2011
University of Minnesota Duluth October 2009 - May 2011
ATK May 2010 - August 2010
University of Minnesota Duluth September 2008 - May 2009
Skills
Individual Income Tax, Business Tax, ERISA Audits, Form 5500, Reviews, Compilations, Tax Preparation, Tax, CPA, CCH ProSystem fx, Audits of Employee..., Assurance, ProSystem fx Tax, Income Tax, Corporate Tax, ERISA, GAAP, Financial Statements, Accounting, Auditing, Internal Controls, US GAAP, Sarbanes-Oxley Act, Internal Audit, Sarbanes-Oxley, Finance, Analysis, General Ledger, Financial Reporting, Journal Entries, Fixed Assets, Account Reconciliation
Education
University of Minnesota-Duluth 2008 — 2011
BAcc, Accounting
Adam Pulley's CliftonLarsonAllen Experience December 2008 - Present
Job Assurance Manager, CPA at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen December 2008 - Present
Baker Tilly Virchow Krause, LLP June 2007 - November 2008
Skills
Auditing, Financial Reporting, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Masters, Accounting Science
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelors, Accountancy
CliftonLarsonAllen December 2008 - Present
Baker Tilly Virchow Krause, LLP June 2007 - November 2008
Skills
Auditing, Financial Reporting, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Masters, Accounting Science
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelors, Accountancy
Kacie McEwen, CPA's CliftonLarsonAllen Experience January 2011 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2011 - Present
LarsonAllen LLP September 2008 - Present
Minnesota Power June 2007 - May 2008
Education
University of Minnesota Duluth 2004 — 2008
BAcc, Accounting, Communications
CliftonLarsonAllen January 2011 - Present
LarsonAllen LLP September 2008 - Present
Minnesota Power June 2007 - May 2008
Education
University of Minnesota Duluth 2004 — 2008
BAcc, Accounting, Communications
Michelle Hoffman, CPA's CliftonLarsonAllen Experience November 2013 - Present
Job Assurance Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen November 2010 - October 2013
CliftonLarsonAllen January 2008 - October 2010
Skills
Accounting, Auditing, Nonprofits, Tax, Finance, GAAP, Assurance, US GAAP, Financial Modeling, Internal Controls
Education
University of Minnesota - Carlson School of Management 2003 — 2007
BSB, Accounting, Marketing
University of Minnesota-Twin Cities 2003 — 2007
Minor, Spanish Studies
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen November 2010 - October 2013
CliftonLarsonAllen January 2008 - October 2010
Skills
Accounting, Auditing, Nonprofits, Tax, Finance, GAAP, Assurance, US GAAP, Financial Modeling, Internal Controls
Education
University of Minnesota - Carlson School of Management 2003 — 2007
BSB, Accounting, Marketing
University of Minnesota-Twin Cities 2003 — 2007
Minor, Spanish Studies
David Olson, CPA's CliftonLarsonAllen Experience September 2008 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2008 - Present
Close~Converse Commercial Properties June 2007 - August 2007
Education
University of Minnesota Duluth 2005 — 2008
Bachelors, Accounting, Finance
Central Lakes College 2003 — 2005
Associates of Arts
CliftonLarsonAllen September 2008 - Present
Close~Converse Commercial Properties June 2007 - August 2007
Education
University of Minnesota Duluth 2005 — 2008
Bachelors, Accounting, Finance
Central Lakes College 2003 — 2005
Associates of Arts
Michael Vittone's CliftonLarsonAllen Experience November 2012 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2012 - Present
PNC Bank August 2011 - November 2012
Center for Economic Progress January 2012 - March 2012
Skills
Tax Preparation, Accounting
Education
University of Illinois Springfield 2010 — 2012
Master of Arts, Accountancy, 3.83
University of Illinois at Urbana-Champaign 2007 — 2008
Master of Science, Economics, 3.93
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Arts, Economics, 3.8
CliftonLarsonAllen November 2012 - Present
PNC Bank August 2011 - November 2012
Center for Economic Progress January 2012 - March 2012
Skills
Tax Preparation, Accounting
Education
University of Illinois Springfield 2010 — 2012
Master of Arts, Accountancy, 3.83
University of Illinois at Urbana-Champaign 2007 — 2008
Master of Science, Economics, 3.93
University of Illinois at Urbana-Champaign 2004 — 2007
Bachelor of Arts, Economics, 3.8
Colin Peterson's CliftonLarsonAllen Experience November 2012 - April 2015
Job Assurance Manager at McGladrey
Industry Accounting
Experience
McGladrey April 2015 - Present
CliftonLarsonAllen November 2012 - April 2015
Clifton Gunderson LLP October 2009 - November 2012
McGladrey & Pullen September 2007 - October 2009
Skills
Auditing, Internal Controls, Accounting, GAAP, CPA, US GAAP, Financial Statements, Financial Reporting, External Audit, Financial Accounting, Tax, General Ledger, Fixed Assets, Revenue Recognition, Account Reconciliation, Cost Accounting, Financial Analysis, QuickBooks, Accounts Payable, Variance Analysis, Journal Entries, Assurance, Accounts Receivable, Financial Audits, Internal Audit
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
BBA, Accounting
McGladrey April 2015 - Present
CliftonLarsonAllen November 2012 - April 2015
Clifton Gunderson LLP October 2009 - November 2012
McGladrey & Pullen September 2007 - October 2009
Skills
Auditing, Internal Controls, Accounting, GAAP, CPA, US GAAP, Financial Statements, Financial Reporting, External Audit, Financial Accounting, Tax, General Ledger, Fixed Assets, Revenue Recognition, Account Reconciliation, Cost Accounting, Financial Analysis, QuickBooks, Accounts Payable, Variance Analysis, Journal Entries, Assurance, Accounts Receivable, Financial Audits, Internal Audit
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
BBA, Accounting
Erik Ordal, CPA's CliftonLarsonAllen Experience January 2012 - September 2012
Job Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP September 2014 - Present
Minikahda Club May 2014 - Present
Grant Thornton LLP October 2012 - May 2014
Grant Thornton LLP May 2013 - October 2013
CliftonLarsonAllen January 2012 - September 2012
Minnesota Twins January 2011 - January 2012
Minnehaha Country Club May 2010 - August 2010
Avera McKennan Prince of Peace November 2007 - August 2010
Skills
Teamwork, Sports, Customer Service, Critical Thinking, Excel, Microsoft Office, Microsoft Excel, Leadership, Social Media, Public Speaking, Accounting, PowerPoint, Auditing, Tax, Microsoft Word, Event Planning, Time Management
Education
Carlson School of Management 2013 — 2014
Master's degree, Accounting
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science, Business; Accounting
Grant Thornton LLP September 2014 - Present
Minikahda Club May 2014 - Present
Grant Thornton LLP October 2012 - May 2014
Grant Thornton LLP May 2013 - October 2013
CliftonLarsonAllen January 2012 - September 2012
Minnesota Twins January 2011 - January 2012
Minnehaha Country Club May 2010 - August 2010
Avera McKennan Prince of Peace November 2007 - August 2010
Skills
Teamwork, Sports, Customer Service, Critical Thinking, Excel, Microsoft Office, Microsoft Excel, Leadership, Social Media, Public Speaking, Accounting, PowerPoint, Auditing, Tax, Microsoft Word, Event Planning, Time Management
Education
Carlson School of Management 2013 — 2014
Master's degree, Accounting
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science, Business; Accounting
Adam Young, CPA's CliftonLarsonAllen Experience November 2013 - August 2014
Job Financial Reporting Staff Accountant
Industry Accounting
Experience
DHI Group, Inc. August 2014 - Present
CliftonLarsonAllen November 2013 - August 2014
CliftonLarsonAllen LLP July 2011 - October 2013
LimoLink Inc May 2007 - May 2011
Skills
CPA, Auditing, Accounting, Assurance, Internal Controls, Financial Accounting, GAAP, Financial Statements, Internal Audit, External Audit, Nonprofits
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Accounting, Finance, Political Science
DHI Group, Inc. August 2014 - Present
CliftonLarsonAllen November 2013 - August 2014
CliftonLarsonAllen LLP July 2011 - October 2013
LimoLink Inc May 2007 - May 2011
Skills
CPA, Auditing, Accounting, Assurance, Internal Controls, Financial Accounting, GAAP, Financial Statements, Internal Audit, External Audit, Nonprofits
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Accounting, Finance, Political Science
Robert Willems's CliftonLarsonAllen Experience January 2012 - Present
Job Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Education
University of Florida - Warrington College of Business Administration 1996 — 1998
Master, Accounting
CliftonLarsonAllen January 2012 - Present
Education
University of Florida - Warrington College of Business Administration 1996 — 1998
Master, Accounting
Rani Francis's CliftonLarsonAllen Experience February 2008 - July 2010
Job Kearney & Company, IT Audit Manager
Industry Accounting
Experience
Kearney & Company 2015 - Present
Office of Inspector General January 2011 - July 2015
Price Waterhouse Coopers June 2010 - January 2011
CliftonLarsonAllen February 2008 - July 2010
Wells Fargo August 2007 - February 2008
USDA May 2007 - August 2007
Robert H. Smith School of Business 2005 - 2005
Skills
Accounting, Analysis, Auditing, Financial Statements, GAAP, Internal Controls, Project Planning, QuickBooks, Software Documentation, CPA, Financial Reporting, Financial Accounting, Internal Audit, Microsoft Excel
Education
The Johns Hopkins University 2013 — 2015
Masters in Information Systems Engineering, Cyber security
University of Maryland College Park 2004 — 2008
Bachelor of Science (B.S.), Accounting
University of Maryland College Park 2004 — 2008
Bachelor of Science (B.S.), Logistics and Supply Chain Management
Kearney & Company 2015 - Present
Office of Inspector General January 2011 - July 2015
Price Waterhouse Coopers June 2010 - January 2011
CliftonLarsonAllen February 2008 - July 2010
Wells Fargo August 2007 - February 2008
USDA May 2007 - August 2007
Robert H. Smith School of Business 2005 - 2005
Skills
Accounting, Analysis, Auditing, Financial Statements, GAAP, Internal Controls, Project Planning, QuickBooks, Software Documentation, CPA, Financial Reporting, Financial Accounting, Internal Audit, Microsoft Excel
Education
The Johns Hopkins University 2013 — 2015
Masters in Information Systems Engineering, Cyber security
University of Maryland College Park 2004 — 2008
Bachelor of Science (B.S.), Accounting
University of Maryland College Park 2004 — 2008
Bachelor of Science (B.S.), Logistics and Supply Chain Management
Beth Auterman's CliftonLarsonAllen Experience December 1986 - Present
Job Principal, CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen December 1986 - Present
Skills
Income Tax, Tax Preparation, CPA, Partnership Taxation, Corporate Tax, Tax Accounting, Forensic Accounting, Tax, S Corporations, Tax Returns, US GAAP, Internal Controls, Assurance, Tax Research, SEC filings, Sarbanes-Oxley Act, Financial Accounting, QuickBooks, Financial Statements, Cost Segregation, Construction Accounting, General Ledger, Sales Tax, Tax Advisory, Fixed Assets, Estate Tax Planning, External Audit, Financial Reporting, Internal Audit
Education
University of Illinois at Urbana-Champaign - College of Business 1982 — 1986
Bachelor, Accounting
Champaign Central 1978 — 1982
CliftonLarsonAllen December 1986 - Present
Skills
Income Tax, Tax Preparation, CPA, Partnership Taxation, Corporate Tax, Tax Accounting, Forensic Accounting, Tax, S Corporations, Tax Returns, US GAAP, Internal Controls, Assurance, Tax Research, SEC filings, Sarbanes-Oxley Act, Financial Accounting, QuickBooks, Financial Statements, Cost Segregation, Construction Accounting, General Ledger, Sales Tax, Tax Advisory, Fixed Assets, Estate Tax Planning, External Audit, Financial Reporting, Internal Audit
Education
University of Illinois at Urbana-Champaign - College of Business 1982 — 1986
Bachelor, Accounting
Champaign Central 1978 — 1982
Ryan O'Conor's CliftonLarsonAllen Experience August 2010 - Present
Job Senior Associate in IT Assurance at CliftonLarsonAllen LLP
Industry Information Technology and Services
Experience
CliftonLarsonAllen August 2010 - Present
Department of Resident Life August 2008 - May 2010
O'Conor and Mooney Realtors 2008 - 2009
Skills
Auditing, IT Audit, FISMA, FISCAM, Government, SOX Compliancy, Internal Controls, Compliance, Access Control, Security Management, Configuration Management, SSAE16, Business Process, Contingency Planning, Segregation of Duties, PowerPoint, Microsoft Office, Excel, Word, Windows, Audit, CISA, SAS70, Information Technology, Information Security, Sarbanes-Oxley Act, SSAE 16
Education
University of Maryland College Park 2006 — 2010
B.S., Accounting/ Information Systems
CliftonLarsonAllen August 2010 - Present
Department of Resident Life August 2008 - May 2010
O'Conor and Mooney Realtors 2008 - 2009
Skills
Auditing, IT Audit, FISMA, FISCAM, Government, SOX Compliancy, Internal Controls, Compliance, Access Control, Security Management, Configuration Management, SSAE16, Business Process, Contingency Planning, Segregation of Duties, PowerPoint, Microsoft Office, Excel, Word, Windows, Audit, CISA, SAS70, Information Technology, Information Security, Sarbanes-Oxley Act, SSAE 16
Education
University of Maryland College Park 2006 — 2010
B.S., Accounting/ Information Systems
Abbey Van Vynckt's CliftonLarsonAllen Experience January 2004 - May 2012
Job Controller at Saint Paul Commodities and Greentree Logistics, Inc.
Industry Renewables & Environment
Experience
Saint Paul Commodities May 2012 - Present
CliftonLarsonAllen January 2004 - May 2012
Skills
Accounting, GAAP
Education
University of Minnesota Duluth 1999 — 2003
Bachelor of, Accounting
Saint Paul Commodities May 2012 - Present
CliftonLarsonAllen January 2004 - May 2012
Skills
Accounting, GAAP
Education
University of Minnesota Duluth 1999 — 2003
Bachelor of, Accounting
Herbert Hoffman's CliftonLarsonAllen Experience January 2009 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2009 - Present
BDO LLP July 1997 - December 2007
Skills
Tax Preparation, Corporate Tax, Financial Statements, Income Tax, Tax, High Net Worth..., Financial Planners, CPA, Tax Research, Financial Analysis
Education
Walsh College of Accountancy and Business Administration 1980 — 2004
MST, Taxation
University of Michigan Business School 1975 — 1979
BBA, Accounting
CliftonLarsonAllen January 2009 - Present
BDO LLP July 1997 - December 2007
Skills
Tax Preparation, Corporate Tax, Financial Statements, Income Tax, Tax, High Net Worth..., Financial Planners, CPA, Tax Research, Financial Analysis
Education
Walsh College of Accountancy and Business Administration 1980 — 2004
MST, Taxation
University of Michigan Business School 1975 — 1979
BBA, Accounting
Tram Jewett, CISA's CliftonLarsonAllen Experience November 2012 - Present
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2012 - Present
CliftonLarsonAllen January 2012 - November 2012
Clifton Gunderson LLP June 2004 - December 2011
Skills
FISCAM, FISMA, General...
Education
University of Maryland University College
Master’s Degree, MS IT-Information Assurance
University of Maryland Baltimore County 2000 — 2004
Information Systems
Watkins Mill High
CliftonLarsonAllen November 2012 - Present
CliftonLarsonAllen January 2012 - November 2012
Clifton Gunderson LLP June 2004 - December 2011
Skills
FISCAM, FISMA, General...
Education
University of Maryland University College
Master’s Degree, MS IT-Information Assurance
University of Maryland Baltimore County 2000 — 2004
Information Systems
Watkins Mill High
Shuo Zhao, CPA's CliftonLarsonAllen Experience January 2014 - September 2014
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey September 2014 - Present
CliftonLarsonAllen January 2014 - September 2014
Schafbuch Concrete & Foundations Inc. April 2013 - November 2013
CliftonLarsonAllen June 2013 - June 2013
The University of Iowa November 2012 - April 2013
2nd Story Software November 2012 - April 2013
Skills
Income Tax, CPA
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2013
Master of Accountancy, Accounting
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
McGladrey September 2014 - Present
CliftonLarsonAllen January 2014 - September 2014
Schafbuch Concrete & Foundations Inc. April 2013 - November 2013
CliftonLarsonAllen June 2013 - June 2013
The University of Iowa November 2012 - April 2013
2nd Story Software November 2012 - April 2013
Skills
Income Tax, CPA
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2013
Master of Accountancy, Accounting
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Allan Spratt's CliftonLarsonAllen Experience January 2014 - Present
Job Audit Senior at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Deloitte Tax LLP June 2011 - December 2013
LarsonAllen LLP January 2010 - June 2011
Education
University of Minnesota - Carlson School of Management 2005 — 2010
BSB, Accounting & Finance
CliftonLarsonAllen January 2014 - Present
Deloitte Tax LLP June 2011 - December 2013
LarsonAllen LLP January 2010 - June 2011
Education
University of Minnesota - Carlson School of Management 2005 — 2010
BSB, Accounting & Finance
Ryan Engebretson's CliftonLarsonAllen Experience November 2011 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2011 - Present
LarsonAllen November 2009 - October 2011
LarsonAllen January 2008 - October 2009
Skills
Auditing Standards, Financial Reporting, Financial Accounting, Medicare/Medicaid..., Cost Reporting, Microsoft Excel, Financial Audits, Healthcare Industry, Hospital Reimbursement
Education
University of Minnesota-Duluth 2003 — 2007
BA, Accounting
CliftonLarsonAllen November 2011 - Present
LarsonAllen November 2009 - October 2011
LarsonAllen January 2008 - October 2009
Skills
Auditing Standards, Financial Reporting, Financial Accounting, Medicare/Medicaid..., Cost Reporting, Microsoft Excel, Financial Audits, Healthcare Industry, Hospital Reimbursement
Education
University of Minnesota-Duluth 2003 — 2007
BA, Accounting
Emily Scheevel's CliftonLarsonAllen Experience 2003 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen 2003 - Present
TCF Bank January 2002 - December 2002
TCF Bank May 1999 - December 2001
Skills
Internal Controls, Auditing, CPA, Accounting, Financial Reporting, GAAP, Financial Accounting, Financial Analysis, US GAAP, Internal Audit, Assurance, Financial Statements, General Ledger, Financial Modeling, Banking, External Audit, Finance, Tax
Education
University of Minnesota - Carlson School of Management 1999 — 2003
BS, Accounting and Finance
CliftonLarsonAllen 2003 - Present
TCF Bank January 2002 - December 2002
TCF Bank May 1999 - December 2001
Skills
Internal Controls, Auditing, CPA, Accounting, Financial Reporting, GAAP, Financial Accounting, Financial Analysis, US GAAP, Internal Audit, Assurance, Financial Statements, General Ledger, Financial Modeling, Banking, External Audit, Finance, Tax
Education
University of Minnesota - Carlson School of Management 1999 — 2003
BS, Accounting and Finance
Soyeon (Kate) Shin's CliftonLarsonAllen Experience January 2013 - June 2015
Job Tax Associate at CliftonLarsonAllen
Industry Accounting
Experience
RS&F, Chartered July 2015 - Present
CliftonLarsonAllen January 2013 - June 2015
Albert Kim CPA P.A. November 2011 - January 2013
Education
University of Maryland Baltimore County 2007 — 2012
Psychology B.A., Economics Minor, Pre-Accounting
RS&F, Chartered July 2015 - Present
CliftonLarsonAllen January 2013 - June 2015
Albert Kim CPA P.A. November 2011 - January 2013
Education
University of Maryland Baltimore County 2007 — 2012
Psychology B.A., Economics Minor, Pre-Accounting
Greg W. Schmittgens's CliftonLarsonAllen Experience December 1986 - Present
Job tax partner at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen December 1986 - Present
Education
University of Maryland College Park
CliftonLarsonAllen December 1986 - Present
Education
University of Maryland College Park
Mary Ruzicka's CliftonLarsonAllen Experience June 1999 - Present
Job at
Industry Accounting
Experience
CliftonLarsonAllen June 1999 - Present
Skills
shipping/receiving, knowledge of..., Fiery command work..., Facility Management, Beading/art, Silversmithing, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Management, Time Management, Outlook
Education
University of Illinois at Urbana-Champaign 1984 — 1986
Bachelor of Science in Desgn, Interior Design
Parkland College
Associates degree Fine Art
CliftonLarsonAllen June 1999 - Present
Skills
shipping/receiving, knowledge of..., Fiery command work..., Facility Management, Beading/art, Silversmithing, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Management, Time Management, Outlook
Education
University of Illinois at Urbana-Champaign 1984 — 1986
Bachelor of Science in Desgn, Interior Design
Parkland College
Associates degree Fine Art
Vanessa Bechtel's CliftonLarsonAllen Experience January 2014 - Present
Job Director
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Wrigley Management Inc. September 2008 - December 2013
Briar Hall 2006 - 2008
Pasquesi Sheppard LLC 2002 - 2006
Skills
Microsoft Excel, CPA, Tax, Partnerships, Investments, Financial Statements, Financial Reporting, Budgets, Microsoft Word, Microsoft Office, General Ledger, Revenue Recognition, Fixed Assets, Outlook, Internal Controls, Accounts Receivable, Accounts Payable, Accruals, QuickBooks, Financial Analysis, Tax Preparation, Accounting, Auditing
Education
University of Illinois at Urbana-Champaign 2001 — 2002
Master of Accounting Science
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Accounting Science
CliftonLarsonAllen January 2014 - Present
Wrigley Management Inc. September 2008 - December 2013
Briar Hall 2006 - 2008
Pasquesi Sheppard LLC 2002 - 2006
Skills
Microsoft Excel, CPA, Tax, Partnerships, Investments, Financial Statements, Financial Reporting, Budgets, Microsoft Word, Microsoft Office, General Ledger, Revenue Recognition, Fixed Assets, Outlook, Internal Controls, Accounts Receivable, Accounts Payable, Accruals, QuickBooks, Financial Analysis, Tax Preparation, Accounting, Auditing
Education
University of Illinois at Urbana-Champaign 2001 — 2002
Master of Accounting Science
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Accounting Science
Sophie Jacobs's CliftonLarsonAllen Experience June 2014 - August 2014
Job Intern at Get Credit Healthy
Industry
Experience
Get Credit Healthy August 2015 - Present
J.P. Morgan June 2015 - August 2015
CliftonLarsonAllen June 2014 - August 2014
Korman Residential June 2013 - August 2013
Community Partnership School April 2012 - June 2012
Skills
Aviation, Master Scuba Diver, Microsoft Office, Social Media, Management, Microsoft Excel, Public Speaking
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Germantown Academy
Get Credit Healthy August 2015 - Present
J.P. Morgan June 2015 - August 2015
CliftonLarsonAllen June 2014 - August 2014
Korman Residential June 2013 - August 2013
Community Partnership School April 2012 - June 2012
Skills
Aviation, Master Scuba Diver, Microsoft Office, Social Media, Management, Microsoft Excel, Public Speaking
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Germantown Academy
Sijia Li, CPA's CliftonLarsonAllen Experience June 2015 - Present
Job Staff Accountant at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen June 2015 - Present
Steptoe & Johnson LLP June 2012 - June 2015
Haley & Associates, LLC February 2012 - May 2012
University of Maryland December 2010 - April 2011
Skills
Account Reconciliation, Financial Reporting, GAAP, Auditing, Financial Accounting, Variance Analysis
Education
University of Maryland - Robert H. Smith School of Business
Bachelor, Double Degree in Accounting & Finance
CliftonLarsonAllen June 2015 - Present
Steptoe & Johnson LLP June 2012 - June 2015
Haley & Associates, LLC February 2012 - May 2012
University of Maryland December 2010 - April 2011
Skills
Account Reconciliation, Financial Reporting, GAAP, Auditing, Financial Accounting, Variance Analysis
Education
University of Maryland - Robert H. Smith School of Business
Bachelor, Double Degree in Accounting & Finance
Janielle Kluzek, CPA's CliftonLarsonAllen Experience January 2014 - Present
Job Tax Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Deloitte Tax LLP October 2008 - December 2013
Education
University of Illinois at Urbana-Champaign 2007 — 2008
Master of Accounting Science, Accounting
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (B.S.), Accounting
CliftonLarsonAllen January 2014 - Present
Deloitte Tax LLP October 2008 - December 2013
Education
University of Illinois at Urbana-Champaign 2007 — 2008
Master of Accounting Science, Accounting
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (B.S.), Accounting
Jason Wagoner, CPA, CGFM, CISA's CliftonLarsonAllen Experience January 2012 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP November 2009 - November 2012
Clifton Gunderson LLP November 2007 - November 2009
Skills
Auditing, US GAAP, Accounting, Certified Government..., Internal Controls, Federal Government, Financial Reporting, Information Systems, CPA, CISA, Financial Audits, IT Audit, Quality Auditing, External Audit, Cyber-security
Education
Towson University 1996 — 2000
Bachelor of Science (BS), Accounting
University of Maryland University College
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP November 2009 - November 2012
Clifton Gunderson LLP November 2007 - November 2009
Skills
Auditing, US GAAP, Accounting, Certified Government..., Internal Controls, Federal Government, Financial Reporting, Information Systems, CPA, CISA, Financial Audits, IT Audit, Quality Auditing, External Audit, Cyber-security
Education
Towson University 1996 — 2000
Bachelor of Science (BS), Accounting
University of Maryland University College