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
Kevin LeMahieu Kevin LeMahieu's CliftonLarsonAllen Experience November 2013 - July 2014
Job Chief Financial Officer at Bank First National
Industry Banking
Experience
Bank First National August 2014 - Present
CliftonLarsonAllen November 2013 - July 2014
CliftonLarsonAllen September 2004 - October 2013
Beene Garter LLP January 1995 - September 2004
Skills
Accounting, Tax, Financial Analysis, Management, GAAP, CPA, Financial Reporting, Strategic Planning, Internal Controls, Banking, Financial Accounting
Education
Calvin College 1990 — 1994
BS, Accountancy
Bank First National August 2014 - Present
CliftonLarsonAllen November 2013 - July 2014
CliftonLarsonAllen September 2004 - October 2013
Beene Garter LLP January 1995 - September 2004
Skills
Accounting, Tax, Financial Analysis, Management, GAAP, CPA, Financial Reporting, Strategic Planning, Internal Controls, Banking, Financial Accounting
Education
Calvin College 1990 — 1994
BS, Accountancy
Phil Deming CMA (Inactive) Phil Deming CMA (Inactive)'s CliftonLarsonAllen Experience October 2014 - Present
Job Staff Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen October 2014 - Present
NEWSCYCLE Solutions May 2014 - May 2014
DeCare Dental December 2013 - January 2014
Ceridian June 2013 - September 2013
Cargill February 2013 - May 2013
T-Chek August 2012 - January 2013
Target April 2012 - August 2012
RCIS: Rural Community Insurance Services August 2011 - April 2012
Ingenix October 2010 - April 2011
Thomson Reuters July 2010 - October 2010
Skills
Finance, Analysis, General Ledger, Financial Statements, Account Reconciliation, Journal Entries, Accruals, Oracle, SAP, JD Edwards, Great Plains Software, Accounts Receivable, Accounts Payable, Auditing, Sarbanes-Oxley Act, Internal Audit, Fixed Assets, Cash Management, Tax, Payroll, ERP
Education
Northern Illinois University 1971 — 1974
Bachelor of Science, Accounting
Bethel University 1969 — 1971
None, General Education Courses
CliftonLarsonAllen October 2014 - Present
NEWSCYCLE Solutions May 2014 - May 2014
DeCare Dental December 2013 - January 2014
Ceridian June 2013 - September 2013
Cargill February 2013 - May 2013
T-Chek August 2012 - January 2013
Target April 2012 - August 2012
RCIS: Rural Community Insurance Services August 2011 - April 2012
Ingenix October 2010 - April 2011
Thomson Reuters July 2010 - October 2010
Skills
Finance, Analysis, General Ledger, Financial Statements, Account Reconciliation, Journal Entries, Accruals, Oracle, SAP, JD Edwards, Great Plains Software, Accounts Receivable, Accounts Payable, Auditing, Sarbanes-Oxley Act, Internal Audit, Fixed Assets, Cash Management, Tax, Payroll, ERP
Education
Northern Illinois University 1971 — 1974
Bachelor of Science, Accounting
Bethel University 1969 — 1971
None, General Education Courses
Ryan Mattox Ryan Mattox's CliftonLarsonAllen Experience February 2012 - October 2012
Job IT Desktop Support Specialist at Kroll Ontrack
Industry Information Technology and Services
Experience
Kroll Ontrack March 2013 - Present
CliftonLarsonAllen February 2012 - October 2012
Skills
Information Technology, Windows 7, Windows XP Pro, Customer Service, Microsoft Office, HP Service Desk, McAfee Antivirus, Ghost Imaging, Nagios, RDP, Encryption Software, BartPE, Troubleshooting, Technical Support, Active Directory, Computer Hardware, Help Desk Support, Service Management
Education
Capella University 2013 — 2014
Bachelor’s Degree, Information Technology - Cisco Networking
University of Maryland Baltimore County
Digital Arts
Kroll Ontrack March 2013 - Present
CliftonLarsonAllen February 2012 - October 2012
Skills
Information Technology, Windows 7, Windows XP Pro, Customer Service, Microsoft Office, HP Service Desk, McAfee Antivirus, Ghost Imaging, Nagios, RDP, Encryption Software, BartPE, Troubleshooting, Technical Support, Active Directory, Computer Hardware, Help Desk Support, Service Management
Education
Capella University 2013 — 2014
Bachelor’s Degree, Information Technology - Cisco Networking
University of Maryland Baltimore County
Digital Arts
Hale Fields Hale Fields's CliftonLarsonAllen Experience August 2011 - November 2014
Job Internal Audit Manager at Hagadone Corporation
Industry Accounting
Experience
Hagadone Corporation November 2014 - Present
CliftonLarsonAllen August 2011 - November 2014
Harris & Co. PLLC January 2010 - July 2011
Skills
CPA, GAAP, Accounting, Financial Reporting, Auditing, Internal Controls, Assurance
Education
Boise State University 2009 — 2009
Bachelor of Business Administration, Accountancy
Boise State University 2003 — 2006
Bachelor of Business Administration, Management
Hagadone Corporation November 2014 - Present
CliftonLarsonAllen August 2011 - November 2014
Harris & Co. PLLC January 2010 - July 2011
Skills
CPA, GAAP, Accounting, Financial Reporting, Auditing, Internal Controls, Assurance
Education
Boise State University 2009 — 2009
Bachelor of Business Administration, Accountancy
Boise State University 2003 — 2006
Bachelor of Business Administration, Management
James Dowell James Dowell's CliftonLarsonAllen Experience June 2013 - August 2013
Job Assurance Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers September 2015 - Present
Addus HomeCare, Inc. June 2014 - August 2014
KSM Consulting January 2014 - May 2014
CliftonLarsonAllen June 2013 - August 2013
Bass, Solomon & Dowell LLP June 2006 - December 2012
Skills
Auditing, Microsoft Excel, Accounting, QuickBooks, Budgets, Fundraising, Management, Creative Solutions..., Strategic Planning, Negotiation, Investments, Internal Controls, Financial Statements, Analysis, Microsoft Dynamics, CCH ProSystem fx, Teaching, Non-profit Volunteer
Education
Butler University 2014 — 2015
Master's Degree, Accounting
Butler University 2010 — 2014
Accounting and Finance, Business
PricewaterhouseCoopers September 2015 - Present
Addus HomeCare, Inc. June 2014 - August 2014
KSM Consulting January 2014 - May 2014
CliftonLarsonAllen June 2013 - August 2013
Bass, Solomon & Dowell LLP June 2006 - December 2012
Skills
Auditing, Microsoft Excel, Accounting, QuickBooks, Budgets, Fundraising, Management, Creative Solutions..., Strategic Planning, Negotiation, Investments, Internal Controls, Financial Statements, Analysis, Microsoft Dynamics, CCH ProSystem fx, Teaching, Non-profit Volunteer
Education
Butler University 2014 — 2015
Master's Degree, Accounting
Butler University 2010 — 2014
Accounting and Finance, Business
Aaron Erickson, CPA Aaron Erickson, CPA's CliftonLarsonAllen Experience June 2013 - Present
Job Senior Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 2013 - Present
CliftonLarsonAllen January 2012 - June 2013
University Math Center January 2009 - December 2011
Washington State Department of Agriculture May 2011 - September 2011
University Math Center September 2009 - December 2009
Skills
Tax Preparation, Financial Statements, Accounting, ProSystem fx Tax, CCH ProSystem fx, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, Prezi, Minitab, Lingo, CPA, GAAP, Financial Accounting
Education
Villanova University 2015 — 2017
Master's degree, Taxation
Central Washington University 2008 — 2013
Bachelor of Science (B.S.), Accounting and Supply Chain Management, Summa Cum Laude
CliftonLarsonAllen June 2013 - Present
CliftonLarsonAllen January 2012 - June 2013
University Math Center January 2009 - December 2011
Washington State Department of Agriculture May 2011 - September 2011
University Math Center September 2009 - December 2009
Skills
Tax Preparation, Financial Statements, Accounting, ProSystem fx Tax, CCH ProSystem fx, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, Prezi, Minitab, Lingo, CPA, GAAP, Financial Accounting
Education
Villanova University 2015 — 2017
Master's degree, Taxation
Central Washington University 2008 — 2013
Bachelor of Science (B.S.), Accounting and Supply Chain Management, Summa Cum Laude
Lizz Nelson Lizz Nelson's CliftonLarsonAllen Experience August 2015 - Present
Job Tax Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2015 - Present
Eide Bailly LLP January 2015 - July 2015
Brigham Young University August 2013 - December 2014
Brigham Young University August 2011 - December 2014
CH2M HILL June 2014 - August 2014
Christensen King PC January 2012 - April 2012
Skills
Accounting, Time Management, Microsoft Excel, Teaching, Customer Service, Auditing, PowerPoint, Access, Microsoft Office, Microsoft Word, Outlook, QuickBooks, Teamwork, Data Entry, Financial Accounting, Financial Reporting, Spreadsheets, Facebook, Finance, Telephone Skills, SAP, Research, Inventory Management, Data Analysis, HTML, Bookkeeping, Cost Accounting, Budgets, Strategic Planning, Cpr Certified, Microsoft Access
Education
Brigham Young University 2011 — 2014
Master's Degree, Accounting with an emphasis in Tax, 3.90
Columbia Basin College 2009 — 2011
Associate, Arts and Science, 3.97
CliftonLarsonAllen August 2015 - Present
Eide Bailly LLP January 2015 - July 2015
Brigham Young University August 2013 - December 2014
Brigham Young University August 2011 - December 2014
CH2M HILL June 2014 - August 2014
Christensen King PC January 2012 - April 2012
Skills
Accounting, Time Management, Microsoft Excel, Teaching, Customer Service, Auditing, PowerPoint, Access, Microsoft Office, Microsoft Word, Outlook, QuickBooks, Teamwork, Data Entry, Financial Accounting, Financial Reporting, Spreadsheets, Facebook, Finance, Telephone Skills, SAP, Research, Inventory Management, Data Analysis, HTML, Bookkeeping, Cost Accounting, Budgets, Strategic Planning, Cpr Certified, Microsoft Access
Education
Brigham Young University 2011 — 2014
Master's Degree, Accounting with an emphasis in Tax, 3.90
Columbia Basin College 2009 — 2011
Associate, Arts and Science, 3.97
Corey Heady's CliftonLarsonAllen Experience June 2009 - December 2014
Job Senior Associate at Deloitte.
Industry Financial Services
Experience
Deloitte December 2014 - Present
CliftonLarsonAllen June 2009 - December 2014
UnitedHealthcare June 2008 - August 2008
Business Negotiation Solutions Limited March 2008 - May 2008
LarsonAllen LLP May 2007 - August 2007
UnitedHealth Pharmaceutical Solutions June 2006 - August 2006
Target September 2004 - August 2005
Skills
Auditing, Financial Reporting, Financial Analysis, GAAP, Microsoft Excel, Accounting, General Ledger, Financial Statements, Internal Controls, CPA, Microsoft Office, QuickBooks, Financial Accounting, Management, Financial Modeling, Finance
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance and Accounting
Certified Public Accountant 2009 — 2010
CPA
Deloitte December 2014 - Present
CliftonLarsonAllen June 2009 - December 2014
UnitedHealthcare June 2008 - August 2008
Business Negotiation Solutions Limited March 2008 - May 2008
LarsonAllen LLP May 2007 - August 2007
UnitedHealth Pharmaceutical Solutions June 2006 - August 2006
Target September 2004 - August 2005
Skills
Auditing, Financial Reporting, Financial Analysis, GAAP, Microsoft Excel, Accounting, General Ledger, Financial Statements, Internal Controls, CPA, Microsoft Office, QuickBooks, Financial Accounting, Management, Financial Modeling, Finance
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance and Accounting
Certified Public Accountant 2009 — 2010
CPA
Jonathan Padilla Jonathan Padilla's CliftonLarsonAllen Experience August 2012 - December 2014
Job Assurance Associate at CliftonLarsonAllen
Industry Accounting
Experience
McGladrey November 2014 - Present
CliftonLarsonAllen August 2012 - December 2014
Skills
Accounting, Auditing, Financial Accounting, GAAP, Microsoft Excel, PowerPoint
Education
Bradley University 2007 — 2012
Master of Science (M.S.), Accounting
McGladrey November 2014 - Present
CliftonLarsonAllen August 2012 - December 2014
Skills
Accounting, Auditing, Financial Accounting, GAAP, Microsoft Excel, PowerPoint
Education
Bradley University 2007 — 2012
Master of Science (M.S.), Accounting
Walter Davenport II's CliftonLarsonAllen Experience February 2013 - May 2013
Job Analyst at AIG
Industry Financial Services
Experience
AIG August 2014 - Present
Butler Business Consulting Group January 2014 - May 2014
Duff & Phelps June 2013 - August 2013
CliftonLarsonAllen February 2013 - May 2013
Chapman Spingola, LLP May 2012 - August 2012
JW Marriott Indianapolis March 2012 - May 2012
Skills
Microsoft Excel, Market Research, Public Speaking, Customer Service, Problem Solving, Research, Teamwork, Financial Analysis, Microsoft Dynamics, Capital IQ, Compustat, Legal Research
Education
Butler University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Latin School of Chicago 1997 — 2010
AIG August 2014 - Present
Butler Business Consulting Group January 2014 - May 2014
Duff & Phelps June 2013 - August 2013
CliftonLarsonAllen February 2013 - May 2013
Chapman Spingola, LLP May 2012 - August 2012
JW Marriott Indianapolis March 2012 - May 2012
Skills
Microsoft Excel, Market Research, Public Speaking, Customer Service, Problem Solving, Research, Teamwork, Financial Analysis, Microsoft Dynamics, Capital IQ, Compustat, Legal Research
Education
Butler University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Latin School of Chicago 1997 — 2010
Jessi Sawyer's CliftonLarsonAllen Experience November 2014 - Present
Job Tax Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen October 2012 - October 2014
Bose Corporation May 2011 - October 2012
Clarke, Snow & Riley September 2005 - May 2011
North Easton Savings Bank 1999 - 2005
Skills
Tax Accounting, ProSystem fx Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Engagement, Auditing, Income Tax, Tax Returns, State Tax, Fixed Assets, Assurance, Accounting, Financial Reporting, Financial Statements, Tax
Education
Northeastern University 2011 — 2014
MST, Taxation, 3.833 GPA
Bridgewater State College 2001 — 2005
BS, Accounting
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen October 2012 - October 2014
Bose Corporation May 2011 - October 2012
Clarke, Snow & Riley September 2005 - May 2011
North Easton Savings Bank 1999 - 2005
Skills
Tax Accounting, ProSystem fx Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Engagement, Auditing, Income Tax, Tax Returns, State Tax, Fixed Assets, Assurance, Accounting, Financial Reporting, Financial Statements, Tax
Education
Northeastern University 2011 — 2014
MST, Taxation, 3.833 GPA
Bridgewater State College 2001 — 2005
BS, Accounting
Angie Dallam Angie Dallam's CliftonLarsonAllen Experience January 2007 - November 2013
Job Manager at Peru Waltham Mutual
Industry Insurance
Experience
Peru Waltham Mutual Insurance November 2013 - Present
CliftonLarsonAllen January 2007 - November 2013
Skills
Assurance, CPA, Financial Analysis, Financial Reporting, Financial Accounting, Internal Controls, Auditing, Financial Statements, Accounting, Financial Audits, Account Reconciliation, Bookkeeping
Education
Bradley University 2002 — 2006
Master's degree, Accounting
Peru Waltham Mutual Insurance November 2013 - Present
CliftonLarsonAllen January 2007 - November 2013
Skills
Assurance, CPA, Financial Analysis, Financial Reporting, Financial Accounting, Internal Controls, Auditing, Financial Statements, Accounting, Financial Audits, Account Reconciliation, Bookkeeping
Education
Bradley University 2002 — 2006
Master's degree, Accounting
Kyle D. Frazey, CPA Kyle D. Frazey, CPA's CliftonLarsonAllen Experience August 2010 - February 2012
Job Associate at Marketplace One
Industry Investment Management
Experience
Marketplace One January 2014 - Present
Navigant February 2012 - January 2014
CliftonLarsonAllen August 2010 - February 2012
Skills
Accounting, Internal Controls, Financial Accounting, Financial Reporting, Financial Analysis, Auditing, Corporate Tax, Tax, GAAP, Tax Returns, CPA
Education
Biola University 2007 — 2009
B.S., Accounting
Grand Canyon University 2005 — 2007
Marketplace One January 2014 - Present
Navigant February 2012 - January 2014
CliftonLarsonAllen August 2010 - February 2012
Skills
Accounting, Internal Controls, Financial Accounting, Financial Reporting, Financial Analysis, Auditing, Corporate Tax, Tax, GAAP, Tax Returns, CPA
Education
Biola University 2007 — 2009
B.S., Accounting
Grand Canyon University 2005 — 2007
Kailey Raese Kailey Raese's CliftonLarsonAllen Experience January 2013 - May 2013
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2013 - May 2013
Hutchinson Tech January 2012 - January 2013
Group Health Cooperative of Eau Claire August 2010 - January 2011
Security Health Plan August 2007 - August 2010
Marshfield Clinic July 2005 - August 2007
Skills
Access, Microsoft Excel, Outlook, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Insurance, Accounting, Analysis, Auditing, Healthcare, Data Analysis, Financial Accounting, Workers Compensation, Internal Audit, Tax, QuickBooks, Creative Solutions..., CCH ProSystem fx, STAR, Engagement, Financial Statements
Education
University of Wisconsin-Eau Claire 2011 — 2013
Bachelor, Accounting
Chippewa Valley Techincal College 2003 — 2005
Associate, Paralegal, American Bar Accredited
Brock University 2002 — 2003
Political Science
CliftonLarsonAllen January 2013 - May 2013
Hutchinson Tech January 2012 - January 2013
Group Health Cooperative of Eau Claire August 2010 - January 2011
Security Health Plan August 2007 - August 2010
Marshfield Clinic July 2005 - August 2007
Skills
Access, Microsoft Excel, Outlook, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Insurance, Accounting, Analysis, Auditing, Healthcare, Data Analysis, Financial Accounting, Workers Compensation, Internal Audit, Tax, QuickBooks, Creative Solutions..., CCH ProSystem fx, STAR, Engagement, Financial Statements
Education
University of Wisconsin-Eau Claire 2011 — 2013
Bachelor, Accounting
Chippewa Valley Techincal College 2003 — 2005
Associate, Paralegal, American Bar Accredited
Brock University 2002 — 2003
Political Science
Roger Tam, CPA, MSA Roger Tam, CPA, MSA's CliftonLarsonAllen Experience December 2014 - Present
Job Senior Auditor at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen December 2014 - Present
Russell Brier & Company August 2013 - December 2014
NAAAP Boston November 2011 - December 2014
Russell Brier & Company October 2008 - December 2014
McGladrey & Pullen August 2005 - June 2008
Gillette company 2003 - 2004
Skills
Auditing, Budgets, Accounting, Internal Audit, Tax, Project Management, Event Management, Corporate Events, Assurance, Leadership
Education
Northeastern University - Graduate School of Business Administration 2005 — 2006
MSA, Master in the Science of Accounting
Northeastern University 2000 — 2005
Bachelor, Accounting AND Finance
Boston Latin School
CliftonLarsonAllen December 2014 - Present
Russell Brier & Company August 2013 - December 2014
NAAAP Boston November 2011 - December 2014
Russell Brier & Company October 2008 - December 2014
McGladrey & Pullen August 2005 - June 2008
Gillette company 2003 - 2004
Skills
Auditing, Budgets, Accounting, Internal Audit, Tax, Project Management, Event Management, Corporate Events, Assurance, Leadership
Education
Northeastern University - Graduate School of Business Administration 2005 — 2006
MSA, Master in the Science of Accounting
Northeastern University 2000 — 2005
Bachelor, Accounting AND Finance
Boston Latin School
Jennifer Addis Jennifer Addis's CliftonLarsonAllen Experience August 2015 - Present
Job Intern at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2015 - Present
Archer Daniels Midland Company May 2015 - August 2015
CliftonLarsonAllen February 2015 - April 2015
Preferred Home Health Care Hospice May 2013 - October 2014
Pizza Hut April 2009 - May 2013
Skills
Microsoft Excel, Time Management, Microsoft Word, Microsoft Publisher, ProSystem fx Tax, Sage MAS 90, Medisoft, Teamwork, Accounts Receivable, Leadership
Education
Bradley University 2011 — 2015
Accounting 3:2
Wethersfield High School 2007 — 2011
CliftonLarsonAllen August 2015 - Present
Archer Daniels Midland Company May 2015 - August 2015
CliftonLarsonAllen February 2015 - April 2015
Preferred Home Health Care Hospice May 2013 - October 2014
Pizza Hut April 2009 - May 2013
Skills
Microsoft Excel, Time Management, Microsoft Word, Microsoft Publisher, ProSystem fx Tax, Sage MAS 90, Medisoft, Teamwork, Accounts Receivable, Leadership
Education
Bradley University 2011 — 2015
Accounting 3:2
Wethersfield High School 2007 — 2011
Joseph Wondolowski Joseph Wondolowski's CliftonLarsonAllen Experience January 2012 - April 2013
Job Audit Senior at Deloitte
Industry Accounting
Experience
Ameren October 2014 - Present
Deloitte May 2013 - October 2014
CliftonLarsonAllen January 2012 - April 2013
Bradley University September 2010 - December 2011
Peoria Chiefs Community Baseball LLC April 2009 - September 2011
Skills
Accounting, Financial Statements, External Audit
Education
Bradley University 2006 — 2011
Master's degree, Accounting
Ameren October 2014 - Present
Deloitte May 2013 - October 2014
CliftonLarsonAllen January 2012 - April 2013
Bradley University September 2010 - December 2011
Peoria Chiefs Community Baseball LLC April 2009 - September 2011
Skills
Accounting, Financial Statements, External Audit
Education
Bradley University 2006 — 2011
Master's degree, Accounting
Jake Dericks Jake Dericks's CliftonLarsonAllen Experience January 2014 - January 2014
Job Tax and Audit Intern at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman June 2015 - August 2015
Citrin Cooperman July 2014 - September 2014
Erickson Living September 2010 - August 2014
CliftonLarsonAllen January 2014 - January 2014
Skills
Teamwork, Time Management, Accounting, QuickBooks, PowerPoint, Accountability, Organization, Microsoft Excel, Microsoft Word, Leadership, Microsoft Office, Budgets, Financial Analysis
Education
Bryant University 2012 — 2016
Accounting
Pequannock Township High School 2009 — 2012
Citrin Cooperman June 2015 - August 2015
Citrin Cooperman July 2014 - September 2014
Erickson Living September 2010 - August 2014
CliftonLarsonAllen January 2014 - January 2014
Skills
Teamwork, Time Management, Accounting, QuickBooks, PowerPoint, Accountability, Organization, Microsoft Excel, Microsoft Word, Leadership, Microsoft Office, Budgets, Financial Analysis
Education
Bryant University 2012 — 2016
Accounting
Pequannock Township High School 2009 — 2012
Dan Koskamp Dan Koskamp's CliftonLarsonAllen Experience May 1988 - April 2012
Job CPA open to new opportunities in Cedar Rapids area
Industry Accounting
Experience
CliftonLarsonAllen May 1988 - April 2012
Skills
GAAP, CPA, Auditing, Accounting, Financial Reporting and..., Accounting Process..., Process Improvement, Tax, General Ledger, Financial Statements, Internal Controls, Payroll, Financial Accounting, Financial Reporting, Nonprofits, Tax Preparation, US GAAP, External Audit, Corporate Tax, Internal Audit, Fixed Assets, Financial Analysis, Assurance
Education
Central College 1978 — 1982
B.A., Accounting and Systems Management
CliftonLarsonAllen May 1988 - April 2012
Skills
GAAP, CPA, Auditing, Accounting, Financial Reporting and..., Accounting Process..., Process Improvement, Tax, General Ledger, Financial Statements, Internal Controls, Payroll, Financial Accounting, Financial Reporting, Nonprofits, Tax Preparation, US GAAP, External Audit, Corporate Tax, Internal Audit, Fixed Assets, Financial Analysis, Assurance
Education
Central College 1978 — 1982
B.A., Accounting and Systems Management
Jon L. Hughes, CPA's CliftonLarsonAllen Experience October 2011 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen October 2011 - Present
Sullivan and Folan, LLC November 2009 - December 2011
McGladrey & Pullen November 2007 - November 2009
Thevenin, Lynch, Bienvenue CPA January 2007 - October 2007
TechTarget April 2005 - January 2007
Skills
Small Business..., Accounting, Auditing, Internal Controls, Public Speaking, GAAP, CPA, Manufacturing, Distributors, Construction, Tax, Financial Audits, US GAAP, Assurance, Accounts Receivable, Financial Accounting, Management, Financial Analysis, Financial Reporting, Finance, QuickBooks, Income Tax, Financial Statements, Budgets
Education
Bridgewater State University 2006 — 2008
M.S.M., Accounting
Bridgewater State University 2003 — 2005
B.S., Accounting
South Shore Charter School
South Shore Charter School
CliftonLarsonAllen October 2011 - Present
Sullivan and Folan, LLC November 2009 - December 2011
McGladrey & Pullen November 2007 - November 2009
Thevenin, Lynch, Bienvenue CPA January 2007 - October 2007
TechTarget April 2005 - January 2007
Skills
Small Business..., Accounting, Auditing, Internal Controls, Public Speaking, GAAP, CPA, Manufacturing, Distributors, Construction, Tax, Financial Audits, US GAAP, Assurance, Accounts Receivable, Financial Accounting, Management, Financial Analysis, Financial Reporting, Finance, QuickBooks, Income Tax, Financial Statements, Budgets
Education
Bridgewater State University 2006 — 2008
M.S.M., Accounting
Bridgewater State University 2003 — 2005
B.S., Accounting
South Shore Charter School
South Shore Charter School
Blaire Langlois's CliftonLarsonAllen Experience May 2014 - August 2014
Job Passionate and Dedicated Future CPA
Industry Accounting
Experience
BKD CPAs & Advisors June 2015 - Present
CliftonLarsonAllen May 2014 - August 2014
Skills
Accounting, Teamwork, Leadership
Education
Butler University 2012 — 2016
Bachelor's Degree, Accounting
Butler University 2012 — 2016
BKD CPAs & Advisors June 2015 - Present
CliftonLarsonAllen May 2014 - August 2014
Skills
Accounting, Teamwork, Leadership
Education
Butler University 2012 — 2016
Bachelor's Degree, Accounting
Butler University 2012 — 2016
Jillian Martin Jillian Martin's CliftonLarsonAllen Experience September 2011 - Present
Job Senior Healthcare Consultant at Clifton Gunderson LLP
Industry Hospital & Health Care
Experience
CliftonLarsonAllen September 2011 - Present
Cape Animal Referral and Emergency January 2010 - Present
Self-employed January 2001 - January 2014
Sensible Clinical Solutions January 2001 - January 2014
Jordan Hospital November 2009 - July 2012
Skills
Medicare, Clinical Research, Medical Billing, Medicaid, HIPAA, Healthcare Consulting, Quality Improvement, Nursing, Utilization Management, EMR, Healthcare, Home Care, Healthcare Management, Acute Care, Patient Safety, Hospitals, BLS, Wound Care, MDS 3.0, Medicare/Medicaid..., Healthcare Reimbursement, Operational Planning, MMQ
Education
Cape Cod Community College 2004 — 2006
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Cape Cod Community College
Associate of Arts (A.A.), History
CliftonLarsonAllen September 2011 - Present
Cape Animal Referral and Emergency January 2010 - Present
Self-employed January 2001 - January 2014
Sensible Clinical Solutions January 2001 - January 2014
Jordan Hospital November 2009 - July 2012
Skills
Medicare, Clinical Research, Medical Billing, Medicaid, HIPAA, Healthcare Consulting, Quality Improvement, Nursing, Utilization Management, EMR, Healthcare, Home Care, Healthcare Management, Acute Care, Patient Safety, Hospitals, BLS, Wound Care, MDS 3.0, Medicare/Medicaid..., Healthcare Reimbursement, Operational Planning, MMQ
Education
Cape Cod Community College 2004 — 2006
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Cape Cod Community College
Associate of Arts (A.A.), History
Trish Kelly Trish Kelly's CliftonLarsonAllen Experience January 2015 - Present
Job Outsourcing at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
Lumix CPAs and Advisors 2011 - 2015
Peters Accounting Group 2008 - 2011
Aronson LLC 2008 - 2009
Maryland Center for Assault Prevention 1997 - 1999
Legal Aid Bureau February 1996 - February 1997
American Prosecutors Research Institute 1992 - 1994
National Organization for Women 1991 - 1992
Skills
Financial Reporting, Accounting, General Ledger, Internal Controls, Tax, Financial Analysis, Nonprofits, QuickBooks, Strategic Financial..., Financial Accounting, Auditing, Journal Entries, GAAP, Account Reconciliation, Tax Preparation, Peachtree, Accounts Receivable, Corporate Tax, CPA, Financial Statements
Education
University of Maryland University College
Certificate, Advanced Accounting
Georgetown University Law Center
JD, Public Interest Law
SUNY Binghamton
BS, Liberal Studies
Georgetown University
BS, Finance
Horace Greeley High School
CliftonLarsonAllen January 2015 - Present
Lumix CPAs and Advisors 2011 - 2015
Peters Accounting Group 2008 - 2011
Aronson LLC 2008 - 2009
Maryland Center for Assault Prevention 1997 - 1999
Legal Aid Bureau February 1996 - February 1997
American Prosecutors Research Institute 1992 - 1994
National Organization for Women 1991 - 1992
Skills
Financial Reporting, Accounting, General Ledger, Internal Controls, Tax, Financial Analysis, Nonprofits, QuickBooks, Strategic Financial..., Financial Accounting, Auditing, Journal Entries, GAAP, Account Reconciliation, Tax Preparation, Peachtree, Accounts Receivable, Corporate Tax, CPA, Financial Statements
Education
University of Maryland University College
Certificate, Advanced Accounting
Georgetown University Law Center
JD, Public Interest Law
SUNY Binghamton
BS, Liberal Studies
Georgetown University
BS, Finance
Horace Greeley High School
James R Pratt Jr James R Pratt Jr's CliftonLarsonAllen Experience February 1988 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen February 1988 - Present
Skills
Small Business, Financial Analysis, Estate Planning, Accounting, Non-profits, Insurance, Management Consulting, Business Planning, Budgets, Strategic Planning, Real Estate, Nonprofits, Auditing, Leadership, CPA, Tax, Management, Tax Preparation, Sales, Social Media, Event Planning, New Business Development
Education
Bryant University 1991 — 1995
Master’s Degree, Taxation
University of Massachusetts Dartmouth 1985 — 1989
Accounting, Accounting
CliftonLarsonAllen February 1988 - Present
Skills
Small Business, Financial Analysis, Estate Planning, Accounting, Non-profits, Insurance, Management Consulting, Business Planning, Budgets, Strategic Planning, Real Estate, Nonprofits, Auditing, Leadership, CPA, Tax, Management, Tax Preparation, Sales, Social Media, Event Planning, New Business Development
Education
Bryant University 1991 — 1995
Master’s Degree, Taxation
University of Massachusetts Dartmouth 1985 — 1989
Accounting, Accounting
Nick Dietzen, CPA Nick Dietzen, CPA's CliftonLarsonAllen Experience June 2008 - Present
Job Tax Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen June 2008 - Present
Grant Thornton LLP 2007 - 2008
Education
Biola University 2003 — 2007
BS, Accounting
CliftonLarsonAllen June 2008 - Present
Grant Thornton LLP 2007 - 2008
Education
Biola University 2003 — 2007
BS, Accounting
Sue Ulrey Sue Ulrey's CliftonLarsonAllen Experience June 2011 - September 2014
Job
Industry Hospital & Health Care
Experience
Tech Data Corporation October 2014 - Present
CliftonLarsonAllen June 2011 - September 2014
KPMG March 2005 - June 2011
Anthem, Inc September 1992 - January 2005
KPMG September 1984 - June 1991
Skills
SOX, Internal Audit, Quality Assurance, Internal Controls, Enterprise Risk..., Risk Management, Due Diligence, Governance, Sarbanes-Oxley Act, Auditing, Quality Auditing, GAAP, Leadership, Corporate Governance, Financial Accounting, Finance, Risk Assessment, External Audit, Business Process..., SEC filings, IT Audit, Sarbanes-Oxley, Process Improvement, COSO, Accounting, Management, Fraud, Financial Audits, Financial Reporting, CPA, CISA, US GAAP, Forensic Accounting, Financial Risk, Financial Analysis, Managerial Finance, Operational Risk..., Revenue Recognition, Assurance, Mergers & Acquisitions, Financial Statements, SAS70, Big 4
Education
Butler University - College of Business Administration 1998 — 2005
MBA, Leadership, Finance and Management
University of Kent 1981 — 1984
BA, Accounting
Harrow Weald Sixth Form College 1979 — 1981
Tech Data Corporation October 2014 - Present
CliftonLarsonAllen June 2011 - September 2014
KPMG March 2005 - June 2011
Anthem, Inc September 1992 - January 2005
KPMG September 1984 - June 1991
Skills
SOX, Internal Audit, Quality Assurance, Internal Controls, Enterprise Risk..., Risk Management, Due Diligence, Governance, Sarbanes-Oxley Act, Auditing, Quality Auditing, GAAP, Leadership, Corporate Governance, Financial Accounting, Finance, Risk Assessment, External Audit, Business Process..., SEC filings, IT Audit, Sarbanes-Oxley, Process Improvement, COSO, Accounting, Management, Fraud, Financial Audits, Financial Reporting, CPA, CISA, US GAAP, Forensic Accounting, Financial Risk, Financial Analysis, Managerial Finance, Operational Risk..., Revenue Recognition, Assurance, Mergers & Acquisitions, Financial Statements, SAS70, Big 4
Education
Butler University - College of Business Administration 1998 — 2005
MBA, Leadership, Finance and Management
University of Kent 1981 — 1984
BA, Accounting
Harrow Weald Sixth Form College 1979 — 1981
Greg Bussink Greg Bussink's CliftonLarsonAllen Experience July 1997 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen July 1997 - Present
Solomon and Nislow June 1996 - June 1997
Caldwell & Bodenheimer LLC 1994 - 1995
Skills
Internal Controls, Accounting, GAAP, Tax Preparation, Auditing, Income Tax, US GAAP, Forensic Accounting, Tax, CPA, Financial Accounting, Management Consulting, Financial Analysis, Financial Reporting, Assurance, Internal Audit, Financial Statements, Corporate Tax, Mergers & Acquisitions
Education
Bowie State University 1991 — 1993
BS, Accounting
Prince George's Community College 1986 — 1990
CliftonLarsonAllen July 1997 - Present
Solomon and Nislow June 1996 - June 1997
Caldwell & Bodenheimer LLC 1994 - 1995
Skills
Internal Controls, Accounting, GAAP, Tax Preparation, Auditing, Income Tax, US GAAP, Forensic Accounting, Tax, CPA, Financial Accounting, Management Consulting, Financial Analysis, Financial Reporting, Assurance, Internal Audit, Financial Statements, Corporate Tax, Mergers & Acquisitions
Education
Bowie State University 1991 — 1993
BS, Accounting
Prince George's Community College 1986 — 1990
Robert M Pielech's CliftonLarsonAllen Experience January 2012 - Present
Job Principal Cliftonlarsonallen, LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Larson Allen LLP January 2000 - Present
Skills
S Corporations, Tax Preparation, Tax, Corporate Tax, Income Tax, CPA, Partnership Taxation, Tax Research, Accounting, Tax Returns, Tax Accounting, Estate Planning, Estate Tax Planning, Gift Tax, Auditing, Financial Reporting, Forensic Accounting, IRS, Internal Controls, QuickBooks, Tax Advisory, Tax Law, US Tax, Business Valuation, International Tax
Education
Bentley University 1980 — 1982
MST, Taxation
CliftonLarsonAllen January 2012 - Present
Larson Allen LLP January 2000 - Present
Skills
S Corporations, Tax Preparation, Tax, Corporate Tax, Income Tax, CPA, Partnership Taxation, Tax Research, Accounting, Tax Returns, Tax Accounting, Estate Planning, Estate Tax Planning, Gift Tax, Auditing, Financial Reporting, Forensic Accounting, IRS, Internal Controls, QuickBooks, Tax Advisory, Tax Law, US Tax, Business Valuation, International Tax
Education
Bentley University 1980 — 1982
MST, Taxation
Shawn McGoldrick's CliftonLarsonAllen Experience January 2014 - Present
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Sullivan, Rogers & Company, LLC April 2012 - December 2013
Sullivan, Rogers & Company, LLC April 2007 - March 2012
Skills
Auditing, GAAP, GASB, Financial Reporting, Local Government, Financial Statements, Internal Controls, Accounting, Microsoft Office, Recruiting
Education
Plymouth State University 2008 — 2010
Master of Business Administration (MBA)
Bentley University 2001 — 2005
Bachelor of Science (BS), Accounting
CliftonLarsonAllen January 2014 - Present
Sullivan, Rogers & Company, LLC April 2012 - December 2013
Sullivan, Rogers & Company, LLC April 2007 - March 2012
Skills
Auditing, GAAP, GASB, Financial Reporting, Local Government, Financial Statements, Internal Controls, Accounting, Microsoft Office, Recruiting
Education
Plymouth State University 2008 — 2010
Master of Business Administration (MBA)
Bentley University 2001 — 2005
Bachelor of Science (BS), Accounting
Whitney Hendrickson's CliftonLarsonAllen Experience April 2013 - August 2015
Job Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
BDO USA, LLP September 2015 - Present
CliftonLarsonAllen April 2013 - August 2015
United States Department of Defense October 2009 - April 2013
Education
Central Michigan University 2008 — 2009
Master of Business Administration (MBA), Accounting
Central Michigan University 2004 — 2008
Bachelor of Science and Business Administration, Accounting
BDO USA, LLP September 2015 - Present
CliftonLarsonAllen April 2013 - August 2015
United States Department of Defense October 2009 - April 2013
Education
Central Michigan University 2008 — 2009
Master of Business Administration (MBA), Accounting
Central Michigan University 2004 — 2008
Bachelor of Science and Business Administration, Accounting
Emily Kopp Emily Kopp's CliftonLarsonAllen Experience August 2013 - December 2014
Job Project Manager at Molina Healthcare
Industry Hospital & Health Care
Experience
Molina Healthcare December 2014 - Present
CliftonLarsonAllen August 2013 - December 2014
Beck Advisory Group September 2011 - August 2013
Skills
Cpr Certified, Data Entry, Event Planning, PowerPoint, Community Outreach, Research, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Higher Education, Fundraising, File Management, Volunteer Management, Medical Terminology, Healthcare
Education
Boise State University 2006 — 2011
Bachelor of Science, Health Sciences
Molina Healthcare December 2014 - Present
CliftonLarsonAllen August 2013 - December 2014
Beck Advisory Group September 2011 - August 2013
Skills
Cpr Certified, Data Entry, Event Planning, PowerPoint, Community Outreach, Research, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Higher Education, Fundraising, File Management, Volunteer Management, Medical Terminology, Healthcare
Education
Boise State University 2006 — 2011
Bachelor of Science, Health Sciences
Ashley Barton, CPA Ashley Barton, CPA's CliftonLarsonAllen Experience October 2011 - October 2014
Job Senior Analyst I Tax & Trade COE at Caterpillar, Inc.
Industry Accounting
Experience
Caterpillar Inc. November 2014 - Present
CliftonLarsonAllen October 2011 - October 2014
Heinold-Banwart, Ltd. June 2008 - October 2011
Ronald L Henderson, CPA November 2006 - June 2008
Tompkins State Bank January 2006 - June 2008
Skills
CPA, Tax Preparation, Corporate Tax, Accounting, Tax, Tax Research, General Ledger, Tax Accounting, S Corporations, Personal Tax Planning, Income Tax, Financial Statements, Partnership Tax Returns, Business Tax Planning, Partnership Taxation, Fixed Assets, Tax Returns, QuickBooks, Microsoft Excel, Journal Entries, International Tax
Education
Bradley University 2004 — 2008
Bachelor & Master of Science, Accounting
Galesburg High School 2000 — 2004
High School
Caterpillar Inc. November 2014 - Present
CliftonLarsonAllen October 2011 - October 2014
Heinold-Banwart, Ltd. June 2008 - October 2011
Ronald L Henderson, CPA November 2006 - June 2008
Tompkins State Bank January 2006 - June 2008
Skills
CPA, Tax Preparation, Corporate Tax, Accounting, Tax, Tax Research, General Ledger, Tax Accounting, S Corporations, Personal Tax Planning, Income Tax, Financial Statements, Partnership Tax Returns, Business Tax Planning, Partnership Taxation, Fixed Assets, Tax Returns, QuickBooks, Microsoft Excel, Journal Entries, International Tax
Education
Bradley University 2004 — 2008
Bachelor & Master of Science, Accounting
Galesburg High School 2000 — 2004
High School
Catherine Block, CPA's CliftonLarsonAllen Experience May 2012 - August 2012
Job Senior Accountant at Baker Tilly
Industry Accounting
Experience
Baker Tilly July 2013 - Present
CliftonLarsonAllen May 2012 - August 2012
Education
Bradley University 2008 — 2013
Bachelors and Masters, Accounting 3:2
Baker Tilly July 2013 - Present
CliftonLarsonAllen May 2012 - August 2012
Education
Bradley University 2008 — 2013
Bachelors and Masters, Accounting 3:2
Rebecca Wanchisen Rebecca Wanchisen's CliftonLarsonAllen Experience May 2015 - Present
Job Assurance Intern at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen May 2015 - Present
CliftonLarsonAllen January 2014 - April 2014
Newtown Athletic Club March 2010 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Visual Basic, Customer Service, Microsoft Office, Facebook, Cpr Certified, Social Networking, Social Media, Time Management, Management, Accounting, Financial Accounting
Education
West Chester University of Pennsylvania 2012 — 2015
Bachelor's degree, Accounting and Business/Management, Junior
Bucks County Community College 2011 — 2012
Bachelor's degree
CliftonLarsonAllen May 2015 - Present
CliftonLarsonAllen January 2014 - April 2014
Newtown Athletic Club March 2010 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Visual Basic, Customer Service, Microsoft Office, Facebook, Cpr Certified, Social Networking, Social Media, Time Management, Management, Accounting, Financial Accounting
Education
West Chester University of Pennsylvania 2012 — 2015
Bachelor's degree, Accounting and Business/Management, Junior
Bucks County Community College 2011 — 2012
Bachelor's degree
Diane Hubbard Diane Hubbard's CliftonLarsonAllen Experience December 1995 - October 2009
Job Accountant at Metro West Neuro Psychology LLC
Industry Accounting
Experience
Metrowest Neuropsychology, LLC February 2014 - Present
Edward Jones November 2012 - Present
Jack Conway Realtor June 2012 - Present
CliftonLarsonAllen December 1995 - October 2009
Landa & Altsher P.C. December 1995 - October 2009
Beacon Distribution f/k/a Choice Security Systems 1992 - 1995
Electro Signal Labs, Inc. 1981 - November 1991
Skills
Confidentiality, Quickbooks, Peachtree, Excel, Microsoft Office, Accounting, Paychex, ADP Payroll, Employee Benefits, Financial Reporting, Year End Close, Client Services, Revenue Recognition, Cash Flow Management, Vendor Relations, Customer Service, Policy and Procedures, MIS Projects/Conversions, Office Administration, Property Management, Event Planning, Mitel Phone Systems, QuickBooks, Management, Sales, Cash Flow, Accounts Payable, Data Entry, General Ledger, Year-end Close, Human Resources, Auditing, System Administration, Administration, Invoicing, Bookkeeping, Accounts Receivable, Outlook, Payroll, Microsoft Excel
Education
Bridgewater State University 2010 — 2015
B.S., Accounting, 3.1
Northeastern University, Boston, MA 1982 — 1984
Bachelor's degree, Accounting/Finance, 3.5
Cape Cod Community College 1977 — 1979
Associate's degree, Accounting, 2.9
Metrowest Neuropsychology, LLC February 2014 - Present
Edward Jones November 2012 - Present
Jack Conway Realtor June 2012 - Present
CliftonLarsonAllen December 1995 - October 2009
Landa & Altsher P.C. December 1995 - October 2009
Beacon Distribution f/k/a Choice Security Systems 1992 - 1995
Electro Signal Labs, Inc. 1981 - November 1991
Skills
Confidentiality, Quickbooks, Peachtree, Excel, Microsoft Office, Accounting, Paychex, ADP Payroll, Employee Benefits, Financial Reporting, Year End Close, Client Services, Revenue Recognition, Cash Flow Management, Vendor Relations, Customer Service, Policy and Procedures, MIS Projects/Conversions, Office Administration, Property Management, Event Planning, Mitel Phone Systems, QuickBooks, Management, Sales, Cash Flow, Accounts Payable, Data Entry, General Ledger, Year-end Close, Human Resources, Auditing, System Administration, Administration, Invoicing, Bookkeeping, Accounts Receivable, Outlook, Payroll, Microsoft Excel
Education
Bridgewater State University 2010 — 2015
B.S., Accounting, 3.1
Northeastern University, Boston, MA 1982 — 1984
Bachelor's degree, Accounting/Finance, 3.5
Cape Cod Community College 1977 — 1979
Associate's degree, Accounting, 2.9
Joseph Lopatosky, CPA Joseph Lopatosky, CPA's CliftonLarsonAllen Experience 2008 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen 2008 - Present
Landa & Altsher (now CliftonLarsonAllen) July 2005 - December 2007
FM Global 2004 - 2005
Skills
Accounting, Financial Accounting, Internal Controls, Auditing, Financial Reporting, Financial Analysis, CPA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
MBA, Financial Planning
Bryant University 2002 — 2005
BS, Accounting
Classical High School 1995 — 1999
CliftonLarsonAllen 2008 - Present
Landa & Altsher (now CliftonLarsonAllen) July 2005 - December 2007
FM Global 2004 - 2005
Skills
Accounting, Financial Accounting, Internal Controls, Auditing, Financial Reporting, Financial Analysis, CPA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2009
MBA, Financial Planning
Bryant University 2002 — 2005
BS, Accounting
Classical High School 1995 — 1999
Austin Burby, CPA Austin Burby, CPA's CliftonLarsonAllen Experience July 2010 - Present
Job Senior Tax Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen July 2010 - Present
Carthage College September 2007 - May 2010
Carthage College September 2006 - May 2010
Carthage College 2006 - 2010
Jockey International January 2009 - January 2009
Penda Corporation June 2007 - August 2007
Skills
Member of AICPA, ProSystem fx Tax, Individual Returns, C-Corp, Pass-through Entities, Accounting, Corporate Tax, Tax, Finance, Tax Preparation, Income Tax
Education
Carthage College 2006 — 2010
Accounting, Economics & Geography
CliftonLarsonAllen July 2010 - Present
Carthage College September 2007 - May 2010
Carthage College September 2006 - May 2010
Carthage College 2006 - 2010
Jockey International January 2009 - January 2009
Penda Corporation June 2007 - August 2007
Skills
Member of AICPA, ProSystem fx Tax, Individual Returns, C-Corp, Pass-through Entities, Accounting, Corporate Tax, Tax, Finance, Tax Preparation, Income Tax
Education
Carthage College 2006 — 2010
Accounting, Economics & Geography
Bradley J. Yoder, CPA's CliftonLarsonAllen Experience September 2008 - Present
Job Manager Assurance Services at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen September 2008 - Present
Ernst & Young July 2007 - September 2008
Skills
Financial Reporting, US GAAP, External Audit, Internal Audit, Auditing, Internal Controls, Reviews, SSAE16, SOC 1, Financial Institutions, Community Banking, Banking, Manufacturing, CPA, SSAE 16, Tax, Financial Audits, Financial Statements, GAAP, SAS70, SEC filings, Financial Accounting, Corporate Tax
Education
Bob Jones University 2004 — 2007
B.S., Accounting
Heritage Christian School 1989 — 2004
HS Diploma
CliftonLarsonAllen September 2008 - Present
Ernst & Young July 2007 - September 2008
Skills
Financial Reporting, US GAAP, External Audit, Internal Audit, Auditing, Internal Controls, Reviews, SSAE16, SOC 1, Financial Institutions, Community Banking, Banking, Manufacturing, CPA, SSAE 16, Tax, Financial Audits, Financial Statements, GAAP, SAS70, SEC filings, Financial Accounting, Corporate Tax
Education
Bob Jones University 2004 — 2007
B.S., Accounting
Heritage Christian School 1989 — 2004
HS Diploma
Rachel Casey, CPA Rachel Casey, CPA's CliftonLarsonAllen Experience October 2011 - April 2014
Job Staff Accountant II at Caterpillar
Industry Accounting
Experience
Caterpillar Inc. April 2014 - Present
CliftonLarsonAllen October 2011 - April 2014
Baker Tilly Virchow Krause, LLP September 2008 - September 2011
RLI October 2006 - May 2008
Skills
Auditing, GAAP, Accounting, CPA, Financial Reporting, Assurance, US GAAP, Financial Accounting, Financial Statements
Education
Bradley University 2003 — 2008
B.S. and M.S., Accounting
Caterpillar Inc. April 2014 - Present
CliftonLarsonAllen October 2011 - April 2014
Baker Tilly Virchow Krause, LLP September 2008 - September 2011
RLI October 2006 - May 2008
Skills
Auditing, GAAP, Accounting, CPA, Financial Reporting, Assurance, US GAAP, Financial Accounting, Financial Statements
Education
Bradley University 2003 — 2008
B.S. and M.S., Accounting
Liz Rider Liz Rider's CliftonLarsonAllen Experience 2001 - Present
Job Senior Manager Assurance at Clifton Gunderson LLP
Industry Accounting
Experience
AIB College of Business 2002 - Present
CliftonLarsonAllen 2001 - Present
Skills
Auditing, Assurance, Tax, Internal Audit, Budget, Financial Analysis, Microsoft Office, Strategic Financial..., Non-profits
Education
MBA Drake University, CPA 2003 — 2005
MBA, Financial Resources
Graceland University 2001 — 2003
Bachelor of Arts (B.A.), Accounting
Bob Jones University 1998 — 2000
Accounting
AIB College of Business 2002 - Present
CliftonLarsonAllen 2001 - Present
Skills
Auditing, Assurance, Tax, Internal Audit, Budget, Financial Analysis, Microsoft Office, Strategic Financial..., Non-profits
Education
MBA Drake University, CPA 2003 — 2005
MBA, Financial Resources
Graceland University 2001 — 2003
Bachelor of Arts (B.A.), Accounting
Bob Jones University 1998 — 2000
Accounting
Nicole Goudie Nicole Goudie's CliftonLarsonAllen Experience November 2000 - Present
Job Senior Designer at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen November 2000 - Present
Illinois Central College 1998 - 2000
Skills
Direct Mail, Email Marketing, Graphic Design, Graphics, Marketing, Adobe Acrobat, Advertising, Marketing Communications
Education
Eastern Illinois University 1994 — 1996
Bachelor of Arts, Graphic Design
Bradley University 1992 — 1994
Graphic Design
CliftonLarsonAllen November 2000 - Present
Illinois Central College 1998 - 2000
Skills
Direct Mail, Email Marketing, Graphic Design, Graphics, Marketing, Adobe Acrobat, Advertising, Marketing Communications
Education
Eastern Illinois University 1994 — 1996
Bachelor of Arts, Graphic Design
Bradley University 1992 — 1994
Graphic Design
Ivan Ketterman Ivan Ketterman's CliftonLarsonAllen Experience January 2012 - May 2012
Job Partner at Larson, Certified Public Accountants
Industry Accounting
Experience
Larson, Certified Public Accountants August 2014 - Present
Larson October 2012 - Present
CliftonLarsonAllen January 2012 - May 2012
Clifton Gunderson LLP January 2010 - December 2011
Outrigger Enterprises 2008 - 2009
Accuity LLP 2006 - 2008
PricewaterhouseCoopers 1996 - 2006
Commonwealth Utilities Corporation 1990 - 1991
Peat Marwick 1977 - 1982
Skills
Tax, Tax Advisory, Accounting, Corporate Tax, Tax Research, Income Tax, US Tax, Tax Accounting, Partnership Taxation, CPA, International Tax, Tax Preparation, Internal Audit, Bookkeeping
Education
Villanova University 1995 — 1998
Masters, Taxation
Bob Jones University
Bachelors, Accounting
Larson, Certified Public Accountants August 2014 - Present
Larson October 2012 - Present
CliftonLarsonAllen January 2012 - May 2012
Clifton Gunderson LLP January 2010 - December 2011
Outrigger Enterprises 2008 - 2009
Accuity LLP 2006 - 2008
PricewaterhouseCoopers 1996 - 2006
Commonwealth Utilities Corporation 1990 - 1991
Peat Marwick 1977 - 1982
Skills
Tax, Tax Advisory, Accounting, Corporate Tax, Tax Research, Income Tax, US Tax, Tax Accounting, Partnership Taxation, CPA, International Tax, Tax Preparation, Internal Audit, Bookkeeping
Education
Villanova University 1995 — 1998
Masters, Taxation
Bob Jones University
Bachelors, Accounting
Christine DeGalan Christine DeGalan's CliftonLarsonAllen Experience January 2012 - Present
Job Client Services Coordinator at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP January 2011 - December 2011
Meyners + Company June 2004 - December 2010
Skills
QuickBooks, Accounting, Microsoft Excel, Financial Reporting
Education
California State University-Fullerton 1972 — 1977
BA, Anthropology
CliftonLarsonAllen January 2012 - Present
Clifton Gunderson LLP January 2011 - December 2011
Meyners + Company June 2004 - December 2010
Skills
QuickBooks, Accounting, Microsoft Excel, Financial Reporting
Education
California State University-Fullerton 1972 — 1977
BA, Anthropology
Ann Swindell, CPA Ann Swindell, CPA's CliftonLarsonAllen Experience November 2013 - Present
Job Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen January 2011 - Present
Harris & Co., PLLC January 2008 - December 2010
Skills
CPA, Accounting, GAAP, Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Accounting, Tax Research, Partnership Taxation, US GAAP, QuickBooks, Financial Reporting
Education
Boise State University 2007 — 2008
Bachelor, Accounting
Washington State University 1993 — 1998
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen January 2011 - Present
Harris & Co., PLLC January 2008 - December 2010
Skills
CPA, Accounting, GAAP, Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Accounting, Tax Research, Partnership Taxation, US GAAP, QuickBooks, Financial Reporting
Education
Boise State University 2007 — 2008
Bachelor, Accounting
Washington State University 1993 — 1998
Katelyn Nooney Katelyn Nooney's CliftonLarsonAllen Experience BookkeeperState Street MobilSeptember 2013 - August 2014
Job Assurance Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen BookkeeperState Street MobilSeptember 2013 - August 2014
Gordon College September 2013 - May 2014
Nooney Controls Corporation December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets
Education
Bryant University 2014 — 2015
Master's degree, Accounting
Gordon College 2010 — 2014
Bachelor of Science (B.S.), Accounting
CliftonLarsonAllen BookkeeperState Street MobilSeptember 2013 - August 2014
Gordon College September 2013 - May 2014
Nooney Controls Corporation December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets
Education
Bryant University 2014 — 2015
Master's degree, Accounting
Gordon College 2010 — 2014
Bachelor of Science (B.S.), Accounting
Rachel Sinks Rachel Sinks's CliftonLarsonAllen Experience 2012 - Present
Job Accounting Professional
Industry Accounting
Experience
CliftonLarsonAllen 2012 - Present
Carr, Riggs & Ingram, LLC April 2006 - January 2012
Jefferson, Urian, Doane & Sterner, PA October 2000 - June 2003
Skills
Internal Controls, Auditing, GAAP, Accounting, CPA, US GAAP, Financial Reporting, Financial Accounting, Financial Statements, Assurance, General Ledger
Education
Capital University 1996 — 1999
Bachelor of Arts (B.A.), Accounting
Sinclair Community College 1996 — 1999
None, transfer credits only, Business/Commerce, General
CliftonLarsonAllen 2012 - Present
Carr, Riggs & Ingram, LLC April 2006 - January 2012
Jefferson, Urian, Doane & Sterner, PA October 2000 - June 2003
Skills
Internal Controls, Auditing, GAAP, Accounting, CPA, US GAAP, Financial Reporting, Financial Accounting, Financial Statements, Assurance, General Ledger
Education
Capital University 1996 — 1999
Bachelor of Arts (B.A.), Accounting
Sinclair Community College 1996 — 1999
None, transfer credits only, Business/Commerce, General
Dan McArdle Dan McArdle's CliftonLarsonAllen Experience September 2007 - October 2012
Job Audit Manager at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP August 2015 - Present
CohnReznick LLP October 2012 - August 2015
CliftonLarsonAllen September 2007 - October 2012
Skills
Time Management, Attentiveness to Detail, Leadership, People Skills, Team-oriented, Goal-driven leader, Tech-savvy, Computer-savvy, Problem Solving, Analyzer
Education
Bentley University 2008 — 2011
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science (B.S.), Accounting
CohnReznick LLP August 2015 - Present
CohnReznick LLP October 2012 - August 2015
CliftonLarsonAllen September 2007 - October 2012
Skills
Time Management, Attentiveness to Detail, Leadership, People Skills, Team-oriented, Goal-driven leader, Tech-savvy, Computer-savvy, Problem Solving, Analyzer
Education
Bentley University 2008 — 2011
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science (B.S.), Accounting
Todd L. Christensen Todd L. Christensen's CliftonLarsonAllen Experience 2012 - Present
Job Systems Engineer Microsoft SCCM
Industry Information Technology and Services
Experience
CliftonLarsonAllen 2012 - Present
Accenture January 2011 - November 2012
Accenture March 2008 - January 2011
Accenture July 2004 - March 2008
Best Buy May 2002 - July 2004
Skills
Business Analysis, Project Management, Microsoft Office, Security Patch..., Troubleshooting, SQL, ITIL, Windows Server, Active Directory, VMware, Servers, SCCM, SharePoint, Operating Systems
Education
Brown College 1998 — 1999
Certificate, Computer Programming
CliftonLarsonAllen 2012 - Present
Accenture January 2011 - November 2012
Accenture March 2008 - January 2011
Accenture July 2004 - March 2008
Best Buy May 2002 - July 2004
Skills
Business Analysis, Project Management, Microsoft Office, Security Patch..., Troubleshooting, SQL, ITIL, Windows Server, Active Directory, VMware, Servers, SCCM, SharePoint, Operating Systems
Education
Brown College 1998 — 1999
Certificate, Computer Programming
Jana Sizemore's CliftonLarsonAllen Experience 2013 - Present
Job Manager at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen 2013 - Present
Skills
Financial Modeling, Valuation, Financial Analysis, Business Valuation, Corporate Finance, Investment Banking, Asset Managment, Portfolio Management, Due Diligence, Investments, Financial Reporting, Mergers, Private Equity, Equities, Capital Markets, Risk Management, DCF, Fixed Income, Bonds, Banking, Analysis, Strategic Consulting, Financial Advisory, Project Finance, Finance, Financial Forecasting, Mergers & Acquisitions, Management Consulting, Management, Consulting
Education
University of Denver - Daniels College of Business
MBA
Butler University
BS
CliftonLarsonAllen 2013 - Present
Skills
Financial Modeling, Valuation, Financial Analysis, Business Valuation, Corporate Finance, Investment Banking, Asset Managment, Portfolio Management, Due Diligence, Investments, Financial Reporting, Mergers, Private Equity, Equities, Capital Markets, Risk Management, DCF, Fixed Income, Bonds, Banking, Analysis, Strategic Consulting, Financial Advisory, Project Finance, Finance, Financial Forecasting, Mergers & Acquisitions, Management Consulting, Management, Consulting
Education
University of Denver - Daniels College of Business
MBA
Butler University
BS
Timothy Bradford Timothy Bradford's CliftonLarsonAllen Experience May 2013 - Present
Job Associate at CliftonLarsonAllen | BYUIdaho Ambassador & Mentor
Industry Accounting
Experience
CliftonLarsonAllen May 2013 - Present
University of Idaho August 2012 - May 2013
BYU-Idaho Student Accounting Society April 2012 - July 2012
KPMG Discover Leadership Program June 2012 - June 2012
Robert N. Dansie, CPA, P.A. January 2012 - April 2012
RC Willey Home Furnishings August 2009 - December 2010
The Church of Jesus Christ of Latter-day Saints August 2007 - August 2009
RC Willey Home Furnishings July 2006 - August 2007
Chick-fil-A October 2005 - August 2006
Skills
Accounting, Microsoft Excel, Auditing, Access, PowerPoint, Microsoft Word, Leadership, Team Leadership, Payroll, Analysis, Management, Tax Preparation, Brazilian Portuguese, Cost Accounting, Critical Thinking, Outlook, Organizing, Training, Excel, Word, Eagle Scout, Financial Accounting, Public Speaking, Team Building, Financial Reporting, External Audit, Financial Audits, Single Audit, Time Management
Education
University of Idaho 2012 — 2013
Master of Accountancy, Accounting, 3.89
Brigham Young University - Idaho 2011 — 2012
Bachelor of Science, Accounting, 3.5
Sierra College 2009 — 2010
Associate of Science, Accounting, Business Administration, 3.5
CliftonLarsonAllen May 2013 - Present
University of Idaho August 2012 - May 2013
BYU-Idaho Student Accounting Society April 2012 - July 2012
KPMG Discover Leadership Program June 2012 - June 2012
Robert N. Dansie, CPA, P.A. January 2012 - April 2012
RC Willey Home Furnishings August 2009 - December 2010
The Church of Jesus Christ of Latter-day Saints August 2007 - August 2009
RC Willey Home Furnishings July 2006 - August 2007
Chick-fil-A October 2005 - August 2006
Skills
Accounting, Microsoft Excel, Auditing, Access, PowerPoint, Microsoft Word, Leadership, Team Leadership, Payroll, Analysis, Management, Tax Preparation, Brazilian Portuguese, Cost Accounting, Critical Thinking, Outlook, Organizing, Training, Excel, Word, Eagle Scout, Financial Accounting, Public Speaking, Team Building, Financial Reporting, External Audit, Financial Audits, Single Audit, Time Management
Education
University of Idaho 2012 — 2013
Master of Accountancy, Accounting, 3.89
Brigham Young University - Idaho 2011 — 2012
Bachelor of Science, Accounting, 3.5
Sierra College 2009 — 2010
Associate of Science, Accounting, Business Administration, 3.5
Julie Ropp Julie Ropp's CliftonLarsonAllen Experience 1986 - Present
Job Director of Marketing Systems and Measurement
Industry Accounting
Experience
CliftonLarsonAllen 1986 - Present
Skills
Marketing Communications, Public Relations, Lead Generation, Leadership, Marketing Strategy, Email Marketing, Direct Marketing, Marketing, Marketing Management, Market Research, Integrated Marketing, Budgets, Social Media Marketing, Strategy
Education
Bradley University 1990 — 1992
BS, Marketing
CliftonLarsonAllen 1986 - Present
Skills
Marketing Communications, Public Relations, Lead Generation, Leadership, Marketing Strategy, Email Marketing, Direct Marketing, Marketing, Marketing Management, Market Research, Integrated Marketing, Budgets, Social Media Marketing, Strategy
Education
Bradley University 1990 — 1992
BS, Marketing
Stephanie (Schultz) Veith, CPA Stephanie (Schultz) Veith, CPA's CliftonLarsonAllen Experience December 2007 - December 2013
Job Tax Accountant / Certified Public Accountant
Industry Accounting
Experience
TAXPOND LLC January 2014 - Present
Carol Veith January 2014 - Present
CliftonLarsonAllen December 2007 - December 2013
LarsonAllen February 2006 - April 2007
Volunteer Income Tax Assistance (VITA) January 2005 - April 2005
Adium Marketing / Petro Plus 1999 - 2004
Skills
Office Technology Leader, Tax, Non-profits, Income Tax, Corporate Tax, Accounting, Tax Returns, Financial Planning, Financial Reporting, Tax Preparation, Small Business, Bookkeeping, Auditing, Individual Taxation, Tax Research, Tax Accounting, ProSystem fx Tax, Fixed Assets, QuickBooks, Partnership Taxation, GAAP, S Corporations, General Ledger, Financial Accounting, Internal Controls, Assurance, Accounts Payable, Accounts Receivable, CPA, Financial Statements, Single Audit, Sales Tax, US GAAP, Accountants, Account Reconciliation, Nonprofits
Education
College for Financial Planning 2010 — 2012
Financial Planning
St. Cloud State University 2003 — 2005
Bachelor of Applied Science (BASc), Accounting
Central Lakes College-Brainerd 2000 — 2003
Associate of Arts (AA)
Onamia
Valedictorian
TAXPOND LLC January 2014 - Present
Carol Veith January 2014 - Present
CliftonLarsonAllen December 2007 - December 2013
LarsonAllen February 2006 - April 2007
Volunteer Income Tax Assistance (VITA) January 2005 - April 2005
Adium Marketing / Petro Plus 1999 - 2004
Skills
Office Technology Leader, Tax, Non-profits, Income Tax, Corporate Tax, Accounting, Tax Returns, Financial Planning, Financial Reporting, Tax Preparation, Small Business, Bookkeeping, Auditing, Individual Taxation, Tax Research, Tax Accounting, ProSystem fx Tax, Fixed Assets, QuickBooks, Partnership Taxation, GAAP, S Corporations, General Ledger, Financial Accounting, Internal Controls, Assurance, Accounts Payable, Accounts Receivable, CPA, Financial Statements, Single Audit, Sales Tax, US GAAP, Accountants, Account Reconciliation, Nonprofits
Education
College for Financial Planning 2010 — 2012
Financial Planning
St. Cloud State University 2003 — 2005
Bachelor of Applied Science (BASc), Accounting
Central Lakes College-Brainerd 2000 — 2003
Associate of Arts (AA)
Onamia
Valedictorian
Braden Moore's CliftonLarsonAllen Experience January 2013 - Present
Job Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2013 - Present
Skills
PowerPoint, Leadership, Microsoft Excel, Budgets, Financial Analysis, Accounting, Auditing
Education
Rasmussen College 2010 — 2011
Finance & Accounting
University of Phoenix 2008 — 2010
Finance & Accounting
Brigham Young University 2000 — 2006
BA, History, Business (Minor)
CliftonLarsonAllen January 2013 - Present
Skills
PowerPoint, Leadership, Microsoft Excel, Budgets, Financial Analysis, Accounting, Auditing
Education
Rasmussen College 2010 — 2011
Finance & Accounting
University of Phoenix 2008 — 2010
Finance & Accounting
Brigham Young University 2000 — 2006
BA, History, Business (Minor)
Kristine Golz, CPA Kristine Golz, CPA's CliftonLarsonAllen Experience July 2011 - November 2014
Job Accounting Manager, City of Oconomowoc
Industry Accounting
Experience
City of Oconomowoc November 2014 - Present
CliftonLarsonAllen July 2011 - November 2014
Clifton Gunderson LLP June 2007 - July 2011
WhiteLight Group May 2006 - May 2007
Kim Zick Accounting February 2006 - April 2006
Skills
Assurance, CPA, Bookkeeping, Auditing, Tax, Accounting, Financial Statements, US GAAP, Financial Accounting, External Audit, Internal Controls, Financial Reporting, General Ledger, Financial Analysis, GAAP
Education
Carroll University 2003 — 2007
Bachelors, Accounting
City of Oconomowoc November 2014 - Present
CliftonLarsonAllen July 2011 - November 2014
Clifton Gunderson LLP June 2007 - July 2011
WhiteLight Group May 2006 - May 2007
Kim Zick Accounting February 2006 - April 2006
Skills
Assurance, CPA, Bookkeeping, Auditing, Tax, Accounting, Financial Statements, US GAAP, Financial Accounting, External Audit, Internal Controls, Financial Reporting, General Ledger, Financial Analysis, GAAP
Education
Carroll University 2003 — 2007
Bachelors, Accounting
Lisa Ahnen Lisa Ahnen's CliftonLarsonAllen Experience September 2008 - December 2012
Job Accounting Manager at Society of St. Vincent de Paul
Industry Accounting
Experience
Society of St. Vincent de Paul December 2012 - Present
CliftonLarsonAllen September 2008 - December 2012
Clifton Gunderson LLP August 2008 - December 2011
KPMG 1997 - 2001
Managed Care Solutions 1997 - 1997
GST Telecom 1995 - 1997
Skills
Assurance, Accounting, Non-profits, Auditing, Accountants, CPA, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, SEC filings, Financial Statements, Finance, Consolidation, GAAP, Financial Analysis, SEC Filings, US GAAP
Education
Concordia University-Portland 1994 — 1995
BA in Accounting, Accounting & Finance
The King's University 1992 — 1993
Accounting
Calvin College 1991 — 1992
Accounting
Society of St. Vincent de Paul December 2012 - Present
CliftonLarsonAllen September 2008 - December 2012
Clifton Gunderson LLP August 2008 - December 2011
KPMG 1997 - 2001
Managed Care Solutions 1997 - 1997
GST Telecom 1995 - 1997
Skills
Assurance, Accounting, Non-profits, Auditing, Accountants, CPA, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, SEC filings, Financial Statements, Finance, Consolidation, GAAP, Financial Analysis, SEC Filings, US GAAP
Education
Concordia University-Portland 1994 — 1995
BA in Accounting, Accounting & Finance
The King's University 1992 — 1993
Accounting
Calvin College 1991 — 1992
Accounting
John Moeller's CliftonLarsonAllen Experience January 2013 - Present
Job Principal at CliftonLarsonAllen
Industry Computer Networking
Experience
CliftonLarsonAllen January 2013 - Present
CliftonLarsonAllen LLP November 2007 - December 2012
RSM McGladrey 2003 - 2007
Entre Information Systems 1990 - 2000
Skills
CISSP, CEH, Security+, A+, CISA, IT Audit, Disaster Recovery, ECSA, Penetration Testing, Information Security, Security, Network Security, Network Administration, Security Awareness, Vulnerability Assessment
Education
Capella University 2010 — 2012
Bachelor of Science in Information Technology, Information Assurance and Security, 4.0
Indian Hills Community College 1984 — 1986
Associate of Applied Science, Computer Maintenance
CliftonLarsonAllen January 2013 - Present
CliftonLarsonAllen LLP November 2007 - December 2012
RSM McGladrey 2003 - 2007
Entre Information Systems 1990 - 2000
Skills
CISSP, CEH, Security+, A+, CISA, IT Audit, Disaster Recovery, ECSA, Penetration Testing, Information Security, Security, Network Security, Network Administration, Security Awareness, Vulnerability Assessment
Education
Capella University 2010 — 2012
Bachelor of Science in Information Technology, Information Assurance and Security, 4.0
Indian Hills Community College 1984 — 1986
Associate of Applied Science, Computer Maintenance
Irma Ashworth Irma Ashworth's CliftonLarsonAllen Experience April 2007 - February 2013
Job Finance Director at City of Mesa
Industry Accounting
Experience
City of Mesa February 2013 - Present
CliftonLarsonAllen April 2007 - February 2013
KPMG January 1997 - April 2007
Education
California State University-Chico 1992 — 1996
Bachelor, Accounting
City of Mesa February 2013 - Present
CliftonLarsonAllen April 2007 - February 2013
KPMG January 1997 - April 2007
Education
California State University-Chico 1992 — 1996
Bachelor, Accounting
Jana Butina, CGFM Jana Butina, CGFM's CliftonLarsonAllen Experience July 2015 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen July 2015 - Present
KPMG US August 2012 - March 2015
Commonwealth of Pennsylvania September 2008 - August 2012
Mid Penn Bank 2005 - 2008
Skills
Management Consulting, Internal Controls, Gap Analysis, Process Flow..., Accounting, Budgets, Finance, Strategic Planning, Risk Management, Banking, Loans, Credit Analysis, Meeting Facilitation, Customer Service, Event Planning, Community Outreach, Microsoft Office Suite, Business Travel
Education
Shippensburg University of Pennsylvania 2015 — 2017
Master of Business Administration (MBA), Management Informaton Systems
Central Pennsylvania College 2008 — 2011
Bachelor of Science (B.S.), Accounting, 3.56
University of Pittsburgh-Johnstown 1994 — 1996
Business Administration
CliftonLarsonAllen July 2015 - Present
KPMG US August 2012 - March 2015
Commonwealth of Pennsylvania September 2008 - August 2012
Mid Penn Bank 2005 - 2008
Skills
Management Consulting, Internal Controls, Gap Analysis, Process Flow..., Accounting, Budgets, Finance, Strategic Planning, Risk Management, Banking, Loans, Credit Analysis, Meeting Facilitation, Customer Service, Event Planning, Community Outreach, Microsoft Office Suite, Business Travel
Education
Shippensburg University of Pennsylvania 2015 — 2017
Master of Business Administration (MBA), Management Informaton Systems
Central Pennsylvania College 2008 — 2011
Bachelor of Science (B.S.), Accounting, 3.56
University of Pittsburgh-Johnstown 1994 — 1996
Business Administration
Tyler Ball Tyler Ball's CliftonLarsonAllen Experience January 2013 - October 2014
Job Financial Analyst
Industry Utilities
Experience
Republic Services October 2014 - Present
CliftonLarsonAllen January 2013 - October 2014
NorthPoint Advisory Group May 2012 - January 2013
Rigby, Andrus & Rigby Law April 2010 - May 2012
Skills
Team Leadership, Project Management, Financial Analysis, Business Process..., Creative Problem Solving, Microsoft Excel, Accounting, Public Speaking, Forecasting, GAAP, Budgeting, Financial Accounting, Financial Reporting, Auditing, Internal Controls, Interpersonal..., Tax Preparation, Interpersonal..., QuickBooks, Leadership, Microsoft Word, Financial Modeling
Education
Brigham Young University - Idaho 2007 — 2012
Bachelor's Degree, Accounting - Minor in Business Management
Republic Services October 2014 - Present
CliftonLarsonAllen January 2013 - October 2014
NorthPoint Advisory Group May 2012 - January 2013
Rigby, Andrus & Rigby Law April 2010 - May 2012
Skills
Team Leadership, Project Management, Financial Analysis, Business Process..., Creative Problem Solving, Microsoft Excel, Accounting, Public Speaking, Forecasting, GAAP, Budgeting, Financial Accounting, Financial Reporting, Auditing, Internal Controls, Interpersonal..., Tax Preparation, Interpersonal..., QuickBooks, Leadership, Microsoft Word, Financial Modeling
Education
Brigham Young University - Idaho 2007 — 2012
Bachelor's Degree, Accounting - Minor in Business Management
Michelle Martinez DeHerrera's CliftonLarsonAllen Experience December 2013 - Present
Job Accountant, Outsourcing at CliftonLarsonAllen
Industry Nonprofit Organization Management
Experience
CliftonLarsonAllen December 2013 - Present
ACLU March 2012 - December 2013
AISES September 2011 - March 2012
The Atrisco Companies February 2009 - August 2011
Skills
QuickBooks, Microsoft Office, Accounts Receivable, Accounts Payable, Payroll, Bank Reconciliation, Journal Entries, Communication Skills, Customer Service, Management, Fundraising, Employee Benefits, Filing, Accounting, Nonprofits, Strategic Planning, Budgets
Education
Central New Mexico Community College 2012 — 2014
Working towards Bachelors, Accounting/Business
CliftonLarsonAllen December 2013 - Present
ACLU March 2012 - December 2013
AISES September 2011 - March 2012
The Atrisco Companies February 2009 - August 2011
Skills
QuickBooks, Microsoft Office, Accounts Receivable, Accounts Payable, Payroll, Bank Reconciliation, Journal Entries, Communication Skills, Customer Service, Management, Fundraising, Employee Benefits, Filing, Accounting, Nonprofits, Strategic Planning, Budgets
Education
Central New Mexico Community College 2012 — 2014
Working towards Bachelors, Accounting/Business
Jared Koreff, CPA, CFE Jared Koreff, CPA, CFE's CliftonLarsonAllen Experience January 2011 - July 2013
Job Accounting PhD Candidate
Industry Accounting
Experience
University of Central Florida August 2013 - Present
CliftonLarsonAllen January 2011 - July 2013
Education
Bryant University 2009 — 2010
MPAc, Accounting
University of Central Florida August 2013 - Present
CliftonLarsonAllen January 2011 - July 2013
Education
Bryant University 2009 — 2010
MPAc, Accounting
Jacob Bergman Jacob Bergman's CliftonLarsonAllen Experience January 2015 - May 2015
Job Student at Carthage College
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - May 2015
Andis Company May 2014 - December 2014
Carthage College 2013 - May 2014
Carthage College September 2012 - May 2014
united van lines June 2012 - August 2013
Pizza Hut 2010 - 2012
Skills
Microsoft Excel, Social Skills, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, Strength Training, Time Management, Mathematics, Critical Thinking, Outlook, Leadership, AS400 system, Accounts Payable
Education
Carthage College 2012 — 2016
Bachelor's degree, Accounting and Finance
CliftonLarsonAllen January 2015 - May 2015
Andis Company May 2014 - December 2014
Carthage College 2013 - May 2014
Carthage College September 2012 - May 2014
united van lines June 2012 - August 2013
Pizza Hut 2010 - 2012
Skills
Microsoft Excel, Social Skills, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, Strength Training, Time Management, Mathematics, Critical Thinking, Outlook, Leadership, AS400 system, Accounts Payable
Education
Carthage College 2012 — 2016
Bachelor's degree, Accounting and Finance
Rebecca Dettmann, CPA Rebecca Dettmann, CPA's CliftonLarsonAllen Experience November 2013 - August 2015
Job Tax Associate at Boyle, Deveny, Meyer PC
Industry Accounting
Experience
CliftonLarsonAllen November 2013 - August 2015
CliftonLarsonAllen October 2012 - November 2013
Baker Tilly Virchow Krause, LLP September 2011 - October 2012
Baker Tilly January 2011 - April 2011
Quad/Graphics July 2009 - December 2010
Skills
Tax, CPA, Tax Preparation, Microsoft Excel, Account Reconciliation
Education
Carroll College 2008 — 2011
Bachelor of Science, Accounting - CPA Emphasis
CliftonLarsonAllen November 2013 - August 2015
CliftonLarsonAllen October 2012 - November 2013
Baker Tilly Virchow Krause, LLP September 2011 - October 2012
Baker Tilly January 2011 - April 2011
Quad/Graphics July 2009 - December 2010
Skills
Tax, CPA, Tax Preparation, Microsoft Excel, Account Reconciliation
Education
Carroll College 2008 — 2011
Bachelor of Science, Accounting - CPA Emphasis
Pam Gonigam Pam Gonigam's CliftonLarsonAllen Experience December 2008 - November 2014
Job Audit Manager at Phillips, Salmi & Associates, LLC
Industry Accounting
Experience
Phillips, Salmi & Associates, LLC September 2015 - Present
CliftonLarsonAllen December 2008 - November 2014
Heinold-Banwart, Ltd. January 2004 - October 2008
Skills
Auditing, Farm recordkeeping, Tax Preparation, QuickBooks, Quicken, GAAP
Education
Bradley University 1999 — 2003
Bachelor of Science, Accounting
Phillips, Salmi & Associates, LLC September 2015 - Present
CliftonLarsonAllen December 2008 - November 2014
Heinold-Banwart, Ltd. January 2004 - October 2008
Skills
Auditing, Farm recordkeeping, Tax Preparation, QuickBooks, Quicken, GAAP
Education
Bradley University 1999 — 2003
Bachelor of Science, Accounting
Annie Rasmussen's CliftonLarsonAllen Experience Finance InternCity of Wauwatosa2014 - 2015
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen Finance InternCity of Wauwatosa2014 - 2015
CliftonLarsonAllen 2014 - 2014
NOVA Systems Inc. July 2012 - December 2013
South Shore Country Store 2007 - 2010
Skills
Auditing, Tax, External Audit, Assurance, GAAP, US GAAP, Tax Preparation, Microsoft Excel, Customer Service, Accounting
Education
Carroll University
Bachelor’s Degree, accounting
CliftonLarsonAllen Finance InternCity of Wauwatosa2014 - 2015
CliftonLarsonAllen 2014 - 2014
NOVA Systems Inc. July 2012 - December 2013
South Shore Country Store 2007 - 2010
Skills
Auditing, Tax, External Audit, Assurance, GAAP, US GAAP, Tax Preparation, Microsoft Excel, Customer Service, Accounting
Education
Carroll University
Bachelor’s Degree, accounting
Jason Marcum Jason Marcum's CliftonLarsonAllen Experience October 2014 - Present
Job Audit Associate
Industry Accounting
Experience
CliftonLarsonAllen October 2014 - Present
State of Wyoming-Wyoming Department of Education October 2011 - October 2014
McGee Hearne & Piaz, LLP July 2010 - October 2011
Uptown Bagel March 2008 - November 2009
Western Union July 2009 - September 2009
Skills
Auditing, Accounting, Financial Accounting, Financial Reporting, Process Improvement, Tax Preparation, Financial Statements, Non-profits, Healthcare, GAAP
Education
Brigham Young University - Idaho 2005 — 2010
Bachelor's Degree, Accounting
CliftonLarsonAllen October 2014 - Present
State of Wyoming-Wyoming Department of Education October 2011 - October 2014
McGee Hearne & Piaz, LLP July 2010 - October 2011
Uptown Bagel March 2008 - November 2009
Western Union July 2009 - September 2009
Skills
Auditing, Accounting, Financial Accounting, Financial Reporting, Process Improvement, Tax Preparation, Financial Statements, Non-profits, Healthcare, GAAP
Education
Brigham Young University - Idaho 2005 — 2010
Bachelor's Degree, Accounting
Nichelle Marshman's CliftonLarsonAllen Experience February 2015 - Present
Job Recruiter, Consultant & Health Coach
Industry Financial Services
Experience
CliftonLarsonAllen February 2015 - Present
Metropolitan State University January 2015 - Present
Isagenix June 2014 - Present
NJK Holding Corporation February 2014 - January 2015
Robert Half Finance & Accounting September 2012 - January 2014
Walter G. Anderson, Inc. July 2011 - September 2012
Abdo Eick & Meyers, LLP November 2010 - April 2011
Jelinek Metz McDonald, Ltd July 2005 - October 2010
Jeff Hodroff, Ltd. October 2000 - July 2005
Valspar June 1999 - October 2000
Skills
Network Marketing, Team Building, Personal Development, Social Recruiting, Direct Sales, Health Education, Financial Statements, Building Strong..., Entrepreneurship..., Financial Reporting, QuickBooks, GAAP, Accounting, Financial Accounting, CPA, Cost Accounting, Recruiting, General Ledger, Tax Preparation, Finance, Accounts Payable, Variance Analysis, Start-ups, Candidate Retention, Small Business, Talent Acquisition, Passive Candidate..., Account Reconciliation, Capital Budgeting, Business Development, Team Leadership, Passive Candidate..., Accounting Applications, Operating Budgets, Client Development, Client Service Oriented, Supervisory Experience, Superior Client Service, Extending Offers, Client/Hiring Manager..., Tax, Candidate Marketing
Education
Bethel University 2010 — 2012
MBA, Business Administration and Management, General, 3.94
University of Minnesota - Carlson School of Management 1995 — 1999
BS, Accounting
University of Minnesota-Twin Cities 1995 — 1999
BSB, Business - Accounting
High School 1991 — 1995
CliftonLarsonAllen February 2015 - Present
Metropolitan State University January 2015 - Present
Isagenix June 2014 - Present
NJK Holding Corporation February 2014 - January 2015
Robert Half Finance & Accounting September 2012 - January 2014
Walter G. Anderson, Inc. July 2011 - September 2012
Abdo Eick & Meyers, LLP November 2010 - April 2011
Jelinek Metz McDonald, Ltd July 2005 - October 2010
Jeff Hodroff, Ltd. October 2000 - July 2005
Valspar June 1999 - October 2000
Skills
Network Marketing, Team Building, Personal Development, Social Recruiting, Direct Sales, Health Education, Financial Statements, Building Strong..., Entrepreneurship..., Financial Reporting, QuickBooks, GAAP, Accounting, Financial Accounting, CPA, Cost Accounting, Recruiting, General Ledger, Tax Preparation, Finance, Accounts Payable, Variance Analysis, Start-ups, Candidate Retention, Small Business, Talent Acquisition, Passive Candidate..., Account Reconciliation, Capital Budgeting, Business Development, Team Leadership, Passive Candidate..., Accounting Applications, Operating Budgets, Client Development, Client Service Oriented, Supervisory Experience, Superior Client Service, Extending Offers, Client/Hiring Manager..., Tax, Candidate Marketing
Education
Bethel University 2010 — 2012
MBA, Business Administration and Management, General, 3.94
University of Minnesota - Carlson School of Management 1995 — 1999
BS, Accounting
University of Minnesota-Twin Cities 1995 — 1999
BSB, Business - Accounting
High School 1991 — 1995
Brandon Upchurch's CliftonLarsonAllen Experience January 2015 - May 2015
Job Tax Associate at CLA (Jan 2016)
Industry Accounting
Experience
Highland Golf and Country Club June 2015 - Present
CliftonLarsonAllen January 2015 - May 2015
Column Capital Wealth Mgmt August 2011 - May 2014
Marsh Supermarkets May 2008 - July 2011
Skills
Microsoft Excel, Organization, Leadership, Microsoft Word, PowerPoint, GoSystems, Tax Preparation, Golf, GruntWorx, Event Planning, Social Networking, Finance, Social Media, Facebook
Education
Butler University 2011 — 2015
Bachelor's Degree, Accounting and Finance
Highland Golf and Country Club June 2015 - Present
CliftonLarsonAllen January 2015 - May 2015
Column Capital Wealth Mgmt August 2011 - May 2014
Marsh Supermarkets May 2008 - July 2011
Skills
Microsoft Excel, Organization, Leadership, Microsoft Word, PowerPoint, GoSystems, Tax Preparation, Golf, GruntWorx, Event Planning, Social Networking, Finance, Social Media, Facebook
Education
Butler University 2011 — 2015
Bachelor's Degree, Accounting and Finance
Casey O'Connell's CliftonLarsonAllen Experience January 2012 - November 2014
Job Administrative Professional by Trade, Healer at Heart
Industry Nonprofit Organization Management
Experience
An Inner Piece June 2015 - Present
Pathfinder International November 2014 - Present
CliftonLarsonAllen January 2012 - November 2014
Colangelo Synergy Marketing April 2009 - January 2012
Spire September 2006 - May 2008
Pierce Promotions June 2006 - August 2006
Skills
PowerPoint, Social Media, Microsoft Excel, Advertising, Microsoft Office, Event Planning, Event Management, Time Management, Research, Outlook, Creative Direction, Marketing, Digital Strategy, Brand Development, Digital Marketing
Education
State University of New York at Binghamton 2004 — 2008
BA, English
An Inner Piece June 2015 - Present
Pathfinder International November 2014 - Present
CliftonLarsonAllen January 2012 - November 2014
Colangelo Synergy Marketing April 2009 - January 2012
Spire September 2006 - May 2008
Pierce Promotions June 2006 - August 2006
Skills
PowerPoint, Social Media, Microsoft Excel, Advertising, Microsoft Office, Event Planning, Event Management, Time Management, Research, Outlook, Creative Direction, Marketing, Digital Strategy, Brand Development, Digital Marketing
Education
State University of New York at Binghamton 2004 — 2008
BA, English
Sarah Holtermann Sarah Holtermann's CliftonLarsonAllen Experience September 2015 - Present
Job Senior at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP July 2015 - August 2015
Sanford, Baumeister & Frazier, LLP January 2015 - June 2015
Johnson, Miller & Co., CPA's June 2013 - December 2014
Elder Accountancy February 2012 - August 2012
5th Avenue Real Estate Services November 2010 - February 2011
Jo-Ann Stores, Inc. November 2006 - March 2008
Skills
Accounting, QuickBooks, Tax, Auditing, CPA, Bookkeeping, Financial Reporting, Financial Accounting, Financial Analysis, Account Reconciliation, Microsoft Excel, General Ledger, Tax Returns, Microsoft Word, Small Business, Lacerte, Microsoft Office
Education
California State University-Sacramento 2010 — 2013
Bachelor of Science (B.S.), Accounting
California State University-Sacramento 2010 — 2012
Bachelor of Science (B.S.), Business Administration with Accounting Concentration, 3.24
CliftonLarsonAllen September 2015 - Present
Sanford, Baumeister & Frazier, LLP July 2015 - August 2015
Sanford, Baumeister & Frazier, LLP January 2015 - June 2015
Johnson, Miller & Co., CPA's June 2013 - December 2014
Elder Accountancy February 2012 - August 2012
5th Avenue Real Estate Services November 2010 - February 2011
Jo-Ann Stores, Inc. November 2006 - March 2008
Skills
Accounting, QuickBooks, Tax, Auditing, CPA, Bookkeeping, Financial Reporting, Financial Accounting, Financial Analysis, Account Reconciliation, Microsoft Excel, General Ledger, Tax Returns, Microsoft Word, Small Business, Lacerte, Microsoft Office
Education
California State University-Sacramento 2010 — 2013
Bachelor of Science (B.S.), Accounting
California State University-Sacramento 2010 — 2012
Bachelor of Science (B.S.), Business Administration with Accounting Concentration, 3.24
Drew Hefflefinger, CFP®'s CliftonLarsonAllen Experience May 2013 - Present
Job Associate Wealth Advisor at CliftonLarsonAllen Wealth Advisors, LLC
Industry Investment Management
Experience
CliftonLarsonAllen May 2013 - Present
Clarion Wealth Management Partners July 2012 - February 2013
OCBC Bank July 2011 - May 2012
Education
Boston University 2011 — 2013
Certificate, Financial Planning
University of Colorado at Boulder 2007 — 2011
Bachelors, Marketing / Economics / Entrepreneurship
Souhegan High School 2002 — 2006
CliftonLarsonAllen May 2013 - Present
Clarion Wealth Management Partners July 2012 - February 2013
OCBC Bank July 2011 - May 2012
Education
Boston University 2011 — 2013
Certificate, Financial Planning
University of Colorado at Boulder 2007 — 2011
Bachelors, Marketing / Economics / Entrepreneurship
Souhegan High School 2002 — 2006
Ronak Bhatt's CliftonLarsonAllen Experience July 2015 - Present
Job Intern at CLIFTON LARSON ALLEN
Industry Accounting
Experience
CliftonLarsonAllen July 2015 - Present
University of New Mexico January 2015 - Present
Quilted Care Ltd. Co February 2014 - July 2015
Pulakos CPAs PC January 2015 - April 2015
Days Inn February 2013 - June 2014
Holiday Inn Express, Hotel Blue February 2010 - November 2012
UPS August 2007 - July 2009
Skills
Self Management, Financial Statements, Financial Analysis, QuickBooks, Problem Solving, Customer Service, Leadership, Teamwork, Microsoft Excel, Public Speaking, Research, Communication, Management, Finance, Time Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance, GPA 3.89
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2014
Bachelor of Business Administration (BBA), Accounting, GPA 3.65
Central New Mexico Community College 2010 — 2012
Associate of Arts (AA), Business/Commerce, General
CliftonLarsonAllen July 2015 - Present
University of New Mexico January 2015 - Present
Quilted Care Ltd. Co February 2014 - July 2015
Pulakos CPAs PC January 2015 - April 2015
Days Inn February 2013 - June 2014
Holiday Inn Express, Hotel Blue February 2010 - November 2012
UPS August 2007 - July 2009
Skills
Self Management, Financial Statements, Financial Analysis, QuickBooks, Problem Solving, Customer Service, Leadership, Teamwork, Microsoft Excel, Public Speaking, Research, Communication, Management, Finance, Time Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance, GPA 3.89
The University of New Mexico - Robert O. Anderson School of Management 2013 — 2014
Bachelor of Business Administration (BBA), Accounting, GPA 3.65
Central New Mexico Community College 2010 — 2012
Associate of Arts (AA), Business/Commerce, General
Erin Flathmann Erin Flathmann's CliftonLarsonAllen Experience June 2008 - January 2009
Job Finance Professional 2 at the University of Minnesota, CPA (inactive)
Industry Financial Services
Experience
University of Minnesota May 2013 - Present
Prepare + Prosper January 2007 - Present
Prepare + Prosper June 2010 - April 2013
Prepare + Prosper February 2009 - June 2010
CliftonLarsonAllen June 2008 - January 2009
RBC Wealth Management May 2006 - August 2006
Skills
Customer Service, Software, Training, Collaborative Problem..., Leadership, Individual Tax..., Networking, Tax Research, Dedication to..., Close Attention to..., Program Management, Tax Preparation, Nonprofits, Fundraising, Program Development, Analysis, Auditing, Public Speaking
Education
Bethel University 2004 — 2008
B.S., Accounting and Finance
University of Minnesota May 2013 - Present
Prepare + Prosper January 2007 - Present
Prepare + Prosper June 2010 - April 2013
Prepare + Prosper February 2009 - June 2010
CliftonLarsonAllen June 2008 - January 2009
RBC Wealth Management May 2006 - August 2006
Skills
Customer Service, Software, Training, Collaborative Problem..., Leadership, Individual Tax..., Networking, Tax Research, Dedication to..., Close Attention to..., Program Management, Tax Preparation, Nonprofits, Fundraising, Program Development, Analysis, Auditing, Public Speaking
Education
Bethel University 2004 — 2008
B.S., Accounting and Finance
Tony Walton Tony Walton's CliftonLarsonAllen Experience January 2012 - May 2012
Job Relationship Consultant at QBE North America
Industry Insurance
Experience
QBE North America December 2013 - Present
QBE North America May 2012 - Present
CliftonLarsonAllen January 2012 - May 2012
CliftonLarsonAllen 2009 - April 2012
QBE Insurance February 2005 - October 2009
TDS Telecom January 1999 - September 2004
TDS September 1998 - September 2004
US Cellular 1998 - 2004
TDS August 1998 - January 1999
Jon Lancaster Chevrolet May 1989 - July 1998
Skills
Business Analysis, Business Relationship..., Software Project..., Project Management, Information Technology, Disaster Recovery, ITIL, Software Documentation, Technical Support, Business Process..., Enterprise Software, Service Delivery, Management, Databases, Troubleshooting, SharePoint, Analysis, Leadership, Windows, Security, Process Improvement, Visio, Training, Quality Assurance, SQL, Change Management, Strategy, Operations Management, Business Intelligence, Group Policy, IT Management, Citrix, Team Building, Incident Management, IT Strategy, Vendor Management, Help Desk Support, Integration, Data Analysis, Business Process, Windows Server, SCCM, System Administration, Active Directory, Enterprise Architecture, Requirements Gathering, VMware, Unix, SDLC, Project Portfolio...
Education
Cardinal Stritch University 2006 — 2010
Bachelors, Business Management
Madison Area Technical College 1988 — 1990
Associates, Automotive Technology
Benton High
QBE North America December 2013 - Present
QBE North America May 2012 - Present
CliftonLarsonAllen January 2012 - May 2012
CliftonLarsonAllen 2009 - April 2012
QBE Insurance February 2005 - October 2009
TDS Telecom January 1999 - September 2004
TDS September 1998 - September 2004
US Cellular 1998 - 2004
TDS August 1998 - January 1999
Jon Lancaster Chevrolet May 1989 - July 1998
Skills
Business Analysis, Business Relationship..., Software Project..., Project Management, Information Technology, Disaster Recovery, ITIL, Software Documentation, Technical Support, Business Process..., Enterprise Software, Service Delivery, Management, Databases, Troubleshooting, SharePoint, Analysis, Leadership, Windows, Security, Process Improvement, Visio, Training, Quality Assurance, SQL, Change Management, Strategy, Operations Management, Business Intelligence, Group Policy, IT Management, Citrix, Team Building, Incident Management, IT Strategy, Vendor Management, Help Desk Support, Integration, Data Analysis, Business Process, Windows Server, SCCM, System Administration, Active Directory, Enterprise Architecture, Requirements Gathering, VMware, Unix, SDLC, Project Portfolio...
Education
Cardinal Stritch University 2006 — 2010
Bachelors, Business Management
Madison Area Technical College 1988 — 1990
Associates, Automotive Technology
Benton High
Emi Scherer Emi Scherer's CliftonLarsonAllen Experience January 2008 - Present
Job Senior Accountant at LarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2008 - Present
Education
Bethel University 2003 — 2007
CliftonLarsonAllen January 2008 - Present
Education
Bethel University 2003 — 2007
Tyson Cook's CliftonLarsonAllen Experience January 2015 - April 2015
Job Accounting Specialist
Industry Accounting
Experience
Labarre Machine Works August 2012 - Present
CliftonLarsonAllen January 2015 - April 2015
Cambridge Court Apartments July 2013 - December 2014
City of Vancouver, Washington January 2007 - March 2011
Skills
Microsoft Office, Microsoft Word, Accounting, Accounts Payable, Accounts Receivable, Teamwork, Financial Analysis, Epicor, Microsoft Excel, Process Improvement, Business Process..., Tax, Income Tax, Tax Preparation, Tax Returns, Internal Audit, Auditing, QuickBooks, Leadership, Team Leadership, Financial Reporting
Education
Brigham Young University - Idaho 2009 — 2015
Bachelor of Science (B.S.), Accounting
Labarre Machine Works August 2012 - Present
CliftonLarsonAllen January 2015 - April 2015
Cambridge Court Apartments July 2013 - December 2014
City of Vancouver, Washington January 2007 - March 2011
Skills
Microsoft Office, Microsoft Word, Accounting, Accounts Payable, Accounts Receivable, Teamwork, Financial Analysis, Epicor, Microsoft Excel, Process Improvement, Business Process..., Tax, Income Tax, Tax Preparation, Tax Returns, Internal Audit, Auditing, QuickBooks, Leadership, Team Leadership, Financial Reporting
Education
Brigham Young University - Idaho 2009 — 2015
Bachelor of Science (B.S.), Accounting
Brandon Lowenbine Brandon Lowenbine's CliftonLarsonAllen Experience January 2015 - Present
Job Assurance Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
Window Well Covers Plus January 2007 - January 2015
Tirabassi, Felland, & Clark LLC February 2014 - April 2014
VITA January 2014 - April 2014
Quatrro April 2013 - January 2014
Menards January 2009 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, QuickBooks, FRx, FAS Asset Accounting, Lacerte
Education
Carthage College 2007 — 2011
Bachelor of Arts in Business Administration, Bachelor of Arts in Accounting, Business Administration and Management, Accounting
CliftonLarsonAllen January 2015 - Present
Window Well Covers Plus January 2007 - January 2015
Tirabassi, Felland, & Clark LLC February 2014 - April 2014
VITA January 2014 - April 2014
Quatrro April 2013 - January 2014
Menards January 2009 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, QuickBooks, FRx, FAS Asset Accounting, Lacerte
Education
Carthage College 2007 — 2011
Bachelor of Arts in Business Administration, Bachelor of Arts in Accounting, Business Administration and Management, Accounting
Kristi Schmidt's CliftonLarsonAllen Experience May 2014 - January 2015
Job Assistant Financial Analyst at State Farm
Industry Accounting
Experience
State Farm January 2015 - Present
CliftonLarsonAllen May 2014 - January 2015
Chi Omega Sorority December 2011 - February 2014
Carthage College September 2011 - January 2014
Ryerson June 2013 - August 2013
Internal Revenue Service January 2013 - April 2013
Skills
Teamwork, Leadership, Outlook, Team Leadership, Analysis, Auditing, Tax, Accounting, Finance, SAP, Sales Tax, Income Tax, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Carthage College 2010 — 2014
Bachelor of Arts (B.A.), Accounting, Minor: German
Normal Community High School 2006 — 2010
State Farm January 2015 - Present
CliftonLarsonAllen May 2014 - January 2015
Chi Omega Sorority December 2011 - February 2014
Carthage College September 2011 - January 2014
Ryerson June 2013 - August 2013
Internal Revenue Service January 2013 - April 2013
Skills
Teamwork, Leadership, Outlook, Team Leadership, Analysis, Auditing, Tax, Accounting, Finance, SAP, Sales Tax, Income Tax, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Carthage College 2010 — 2014
Bachelor of Arts (B.A.), Accounting, Minor: German
Normal Community High School 2006 — 2010
Roy M. Ruivo, CPA's CliftonLarsonAllen Experience January 2012 - August 2014
Job Senior Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP July 2015 - Present
Gray, Gray & Gray August 2014 - July 2015
CliftonLarsonAllen January 2012 - August 2014
Skills
GAAP, CPA, Accounting, Auditing, Tax, Tax Preparation, Assurance, Internal Controls, Financial Reporting, US GAAP, Financial Accounting, Corporate Tax
Education
Bryant University 2011 — 2011
Masters in Professional Accountancy (MPAc)
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Accounting & Economics
CliftonLarsonAllen LLP July 2015 - Present
Gray, Gray & Gray August 2014 - July 2015
CliftonLarsonAllen January 2012 - August 2014
Skills
GAAP, CPA, Accounting, Auditing, Tax, Tax Preparation, Assurance, Internal Controls, Financial Reporting, US GAAP, Financial Accounting, Corporate Tax
Education
Bryant University 2011 — 2011
Masters in Professional Accountancy (MPAc)
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Accounting & Economics
Larry Lundgren Larry Lundgren's CliftonLarsonAllen Experience October 2007 - Present
Job Controller / CFO Outsourcing Team at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen October 2007 - Present
Bethel University 2000 - Present
Northwestern College March 1994 - Present
Skills
Accounting, Financial Analysis, Process Improvement, Risk Management, Lean Manufacturing, Cost Accounting, Sarbanes-Oxley, Balanced Scorecard, Accounting System, SAS70, Activity Based Costing, Lean Transformation, Financial Reporting, Business Process..., Mergers, Managerial Finance, Forecasting, Internal Controls, Budgets, Management Consulting, Strategy, CPA, Finance, Management, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 1984 — 1988
MBA, Finance and Accounting
Northwestern College 1977 — 1979
Accounting
Bethel University
CliftonLarsonAllen October 2007 - Present
Bethel University 2000 - Present
Northwestern College March 1994 - Present
Skills
Accounting, Financial Analysis, Process Improvement, Risk Management, Lean Manufacturing, Cost Accounting, Sarbanes-Oxley, Balanced Scorecard, Accounting System, SAS70, Activity Based Costing, Lean Transformation, Financial Reporting, Business Process..., Mergers, Managerial Finance, Forecasting, Internal Controls, Budgets, Management Consulting, Strategy, CPA, Finance, Management, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 1984 — 1988
MBA, Finance and Accounting
Northwestern College 1977 — 1979
Accounting
Bethel University
Colin McKay Colin McKay's CliftonLarsonAllen Experience February 2014 - April 2014
Job Student of College of Podiatric Medicine at Western University of Health Sciences
Industry Medical Practice
Experience
Western University of Health Sciences August 2012 - Present
BYU-Idaho October 2006 - Present
CliftonLarsonAllen February 2014 - April 2014
Randy Jentzsch CPA & Co. February 2012 - April 2012
A+ tax service LLC in a association with H&R Block December 2010 - April 2011
The Church of Jesus Christ of Latter-day Saints April 2010 - December 2010
The Church of Jesus Christ of Latter-day Saints February 2007 - February 2009
Boy Scouts of America April 2006 - August 2006
Skills
Spanish, Tax Preparation, Portuguese
Education
Western University of Health Sciences 2012 — 2017
Doctorate of Podiatr
Brigham Young University - Idaho 2006 — 2011
Accounting
Western University of Health Sciences August 2012 - Present
BYU-Idaho October 2006 - Present
CliftonLarsonAllen February 2014 - April 2014
Randy Jentzsch CPA & Co. February 2012 - April 2012
A+ tax service LLC in a association with H&R Block December 2010 - April 2011
The Church of Jesus Christ of Latter-day Saints April 2010 - December 2010
The Church of Jesus Christ of Latter-day Saints February 2007 - February 2009
Boy Scouts of America April 2006 - August 2006
Skills
Spanish, Tax Preparation, Portuguese
Education
Western University of Health Sciences 2012 — 2017
Doctorate of Podiatr
Brigham Young University - Idaho 2006 — 2011
Accounting
Michael Prigge, CPA Michael Prigge, CPA's CliftonLarsonAllen Experience July 2002 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen July 2002 - Present
Ritchie, Luukkonen, Campbell & Co. Ltd. 1997 - 2002
Skills
Tax, Consulting, Assurance, Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, Financial Accounting, Financial Analysis, Cost Accounting, QuickBooks, Budgets, Managerial Finance, Financial Statements, General Ledger, Preparation
Education
Bethel University 1993 — 1997
CliftonLarsonAllen July 2002 - Present
Ritchie, Luukkonen, Campbell & Co. Ltd. 1997 - 2002
Skills
Tax, Consulting, Assurance, Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, Financial Accounting, Financial Analysis, Cost Accounting, QuickBooks, Budgets, Managerial Finance, Financial Statements, General Ledger, Preparation
Education
Bethel University 1993 — 1997
David Privette David Privette's CliftonLarsonAllen Experience January 2012 - November 2012
Job Infrastructure Services Engineer at Old Republic Title Company
Industry Insurance
Experience
Old Republic Title Company November 2012 - Present
D&L Estates of Minnesota, LLC 2006 - Present
CliftonLarsonAllen January 2012 - November 2012
LarsonAllen LLP January 2007 - January 2012
Allianz Life 2000 - 2006
Skills
Active Directory, Citrix, VMware, Windows Server, Virtualization, Citrix Metaframe, Process Improvement, Troubleshooting, ITIL, Group Policy, 2008 R2, Technical Support, VDI, Software Installation, Software Documentation, Information Technology, System Administration, Windows 7, Servers
Education
Brown College 2001 — 2002
Cert., Computer/LAN Support
Old Republic Title Company November 2012 - Present
D&L Estates of Minnesota, LLC 2006 - Present
CliftonLarsonAllen January 2012 - November 2012
LarsonAllen LLP January 2007 - January 2012
Allianz Life 2000 - 2006
Skills
Active Directory, Citrix, VMware, Windows Server, Virtualization, Citrix Metaframe, Process Improvement, Troubleshooting, ITIL, Group Policy, 2008 R2, Technical Support, VDI, Software Installation, Software Documentation, Information Technology, System Administration, Windows 7, Servers
Education
Brown College 2001 — 2002
Cert., Computer/LAN Support
Aimee Ferreira, MBA Aimee Ferreira, MBA's CliftonLarsonAllen Experience August 2015 - Present
Job Tax Senior at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2015 - Present
Staples July 2011 - August 2015
McGladrey (f/k/a Caturano and Company) October 2008 - July 2011
BearingPoint June 2007 - September 2008
Slades Bank November 2003 - January 2008
Skills
International Tax, Account Reconciliation, General Ledger, Income Tax, Auditing, Tax, Tax Preparation, Corporate Tax, Tax Returns, Tax Accounting, Budgets, Accounting, Tax Research, OneSource, ProSystem fx Tax, Access, GAAP, Financial Statements, Sarbanes-Oxley Act, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Accounting
Education
University of Phoenix 2011 — 2013
MBA
Bryant University 2006 — 2008
BSBA, Accounting
Dartmouth High School 2000 — 2004
CliftonLarsonAllen August 2015 - Present
Staples July 2011 - August 2015
McGladrey (f/k/a Caturano and Company) October 2008 - July 2011
BearingPoint June 2007 - September 2008
Slades Bank November 2003 - January 2008
Skills
International Tax, Account Reconciliation, General Ledger, Income Tax, Auditing, Tax, Tax Preparation, Corporate Tax, Tax Returns, Tax Accounting, Budgets, Accounting, Tax Research, OneSource, ProSystem fx Tax, Access, GAAP, Financial Statements, Sarbanes-Oxley Act, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Accounting
Education
University of Phoenix 2011 — 2013
MBA
Bryant University 2006 — 2008
BSBA, Accounting
Dartmouth High School 2000 — 2004
Elton Shoemaker Elton Shoemaker's CliftonLarsonAllen Experience October 2013 - Present
Job Audit Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen October 2013 - Present
Skills
Accounting, QuickBooks, Financial Accounting, Financial Analysis, Bookkeeping, Customer Service, Financial Reporting, Teamwork, Auditing, PowerPoint, Microsoft Excel, Account Reconciliation, CPA, Accounts Payable, Accounts Receivable, GAAP
Education
UNCC 2012 — 2013
MACC, Accounting
Catawba College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting Concentration
CliftonLarsonAllen October 2013 - Present
Skills
Accounting, QuickBooks, Financial Accounting, Financial Analysis, Bookkeeping, Customer Service, Financial Reporting, Teamwork, Auditing, PowerPoint, Microsoft Excel, Account Reconciliation, CPA, Accounts Payable, Accounts Receivable, GAAP
Education
UNCC 2012 — 2013
MACC, Accounting
Catawba College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting Concentration
Jim Kreiser Jim Kreiser's CliftonLarsonAllen Experience April 2011 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen April 2011 - Present
Capital Blue Cross March 2010 - April 2011
Clifton Gunderson LLP July 2008 - March 2010
Ernst & Young LLP 1998 - 2007
Skills
CISA, CRMA, CFSA, SSAE16, COSO ERM, Enterprise Risk..., Risk Governance, IT Audit, Project Management, Business Process..., Business Development, Business Impact Analysis, Auditing, COBIT, IT Risk Management, Governance, Internal Audit, Risk Assessment, Risk Management, SAS70, SSAE 16, Big 4, COSO, Fraud, ITGC, Information Technology, Internal Controls, SOX 404, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
Carnegie Mellon University 1992 — 1996
BS, Economics & Philosophy
CliftonLarsonAllen April 2011 - Present
Capital Blue Cross March 2010 - April 2011
Clifton Gunderson LLP July 2008 - March 2010
Ernst & Young LLP 1998 - 2007
Skills
CISA, CRMA, CFSA, SSAE16, COSO ERM, Enterprise Risk..., Risk Governance, IT Audit, Project Management, Business Process..., Business Development, Business Impact Analysis, Auditing, COBIT, IT Risk Management, Governance, Internal Audit, Risk Assessment, Risk Management, SAS70, SSAE 16, Big 4, COSO, Fraud, ITGC, Information Technology, Internal Controls, SOX 404, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
Carnegie Mellon University 1992 — 1996
BS, Economics & Philosophy
Cristi Barnes's CliftonLarsonAllen Experience August 2013 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2013 - Present
Allan G. Hutchison, CPA February 2013 - April 2013
Allan G. Hutchison, CPA February 2012 - April 2012
Utah Family Law and Reform Project August 2009 - February 2010
Never Again Foundation Legal Services May 2009 - July 2009
Utah Legal Services August 2008 - December 2008
Logan and Associates May 2008 - June 2008
Skills
Legal Research, Legal Writing, Tax Law, Federal Tax, Entity Formation, Legal Assistance, Research
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Accounting & Financial Management with Emphasis on CPA, Accounting and Finance, 3.89
Georgetown University Law Center 2010 — 2011
LL.M., Taxation, 3.05
Brigham Young University—J. Reuben Clark Law School 2007 — 2010
J.D., Law, 3.57; Top 20%
University of Arizona 2003 — 2007
B.S., Psychology, Chemistry, Mathematics, 3.53
CliftonLarsonAllen August 2013 - Present
Allan G. Hutchison, CPA February 2013 - April 2013
Allan G. Hutchison, CPA February 2012 - April 2012
Utah Family Law and Reform Project August 2009 - February 2010
Never Again Foundation Legal Services May 2009 - July 2009
Utah Legal Services August 2008 - December 2008
Logan and Associates May 2008 - June 2008
Skills
Legal Research, Legal Writing, Tax Law, Federal Tax, Entity Formation, Legal Assistance, Research
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Accounting & Financial Management with Emphasis on CPA, Accounting and Finance, 3.89
Georgetown University Law Center 2010 — 2011
LL.M., Taxation, 3.05
Brigham Young University—J. Reuben Clark Law School 2007 — 2010
J.D., Law, 3.57; Top 20%
University of Arizona 2003 — 2007
B.S., Psychology, Chemistry, Mathematics, 3.53
Tom Bauer's CliftonLarsonAllen Experience March 2012 - June 2012
Job Highly accomplished, resultsdriven IT management professional
Industry Information Technology and Services
Experience
Open Systems Technologies, Inc. April 2014 - Present
Best Buy June 2012 - April 2014
CliftonLarsonAllen March 2012 - June 2012
St. Jude Medical April 2009 - March 2012
Hydratight October 2007 - March 2009
AgriBank, FCB January 2003 - October 2007
AgStar Financial Services October 2001 - January 2003
Skills
Citrix Certified..., Citrix XenApp 4.5, Citrix XenApp 5.0, Citrix XenDesktop 5, Citrix XenDesktop 5 SP1, Citrix XenDesktop 5.5, Citrix XenApp 6.5, NetScaler MPX 5500, Citrix, Citrix Metaframe, Virtualization, Windows Server, Group Policy, Servers, VDI, Enterprise Architecture, System Administration, Security, Xen, Networking, Vendor Management, Enterprise Software, Computer Security, VMware ESX, IT Management
Education
Brown College 2000 — 2001
PC/LAN Management
Open Systems Technologies, Inc. April 2014 - Present
Best Buy June 2012 - April 2014
CliftonLarsonAllen March 2012 - June 2012
St. Jude Medical April 2009 - March 2012
Hydratight October 2007 - March 2009
AgriBank, FCB January 2003 - October 2007
AgStar Financial Services October 2001 - January 2003
Skills
Citrix Certified..., Citrix XenApp 4.5, Citrix XenApp 5.0, Citrix XenDesktop 5, Citrix XenDesktop 5 SP1, Citrix XenDesktop 5.5, Citrix XenApp 6.5, NetScaler MPX 5500, Citrix, Citrix Metaframe, Virtualization, Windows Server, Group Policy, Servers, VDI, Enterprise Architecture, System Administration, Security, Xen, Networking, Vendor Management, Enterprise Software, Computer Security, VMware ESX, IT Management
Education
Brown College 2000 — 2001
PC/LAN Management
Branden M. Rudd, CPA Branden M. Rudd, CPA's CliftonLarsonAllen Experience September 2009 - Present
Job CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen September 2009 - Present
Education
Boise State University
University of Portland
CliftonLarsonAllen September 2009 - Present
Education
Boise State University
University of Portland
Steve Roark Steve Roark's CliftonLarsonAllen Experience January 2012 - Present
Job Principal, Federal Tax Solutions Group at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Larson Allen November 2010 - January 2012
LeMaster & Daniels PLLC March 2005 - October 2010
USAF 1994 - 2005
Skills
Tax, Construction, Accounting, Financial Planning, Corporate Tax, Financial Reporting, Financial Analysis, Tax Preparation, Strategic Financial..., Tax Credits, CPA, Budgets, Income Tax, Tax Accounting, Tax Returns, GAAP, Partnership Taxation, Tax Research
Education
Central Michigan University 1995 — 1996
MSA, Administration
Park University 1991 — 1992
BS Mgt, Management
Shadle Park
CliftonLarsonAllen January 2012 - Present
Larson Allen November 2010 - January 2012
LeMaster & Daniels PLLC March 2005 - October 2010
USAF 1994 - 2005
Skills
Tax, Construction, Accounting, Financial Planning, Corporate Tax, Financial Reporting, Financial Analysis, Tax Preparation, Strategic Financial..., Tax Credits, CPA, Budgets, Income Tax, Tax Accounting, Tax Returns, GAAP, Partnership Taxation, Tax Research
Education
Central Michigan University 1995 — 1996
MSA, Administration
Park University 1991 — 1992
BS Mgt, Management
Shadle Park
Colleen Taplin Colleen Taplin's CliftonLarsonAllen Experience January 2014 - April 2014
Job Financial Analyst at Pfizer
Industry Accounting
Experience
Pfizer June 2015 - Present
CliftonLarsonAllen January 2014 - April 2014
Regulatory Compliance Associates Inc. February 2013 - January 2014
Carthage College September 2011 - August 2013
Epopus, INC June 2010 - August 2010
Skills
Time Management, Microsoft Excel, Microsoft Office, Learning Quickly, Accounts Payable, Data Entry, Financial Accounting, Efficiency, Adaptability, Budgets, Microsoft Dynamics, SharePoint, Small Business..., Hyperion HFM, Hyperion EPM
Education
Carthage College 2011 — 2015
Bachelor of Arts (B.A.), Accounting & Spanish
Lawton High School 2007 — 2011
Pfizer June 2015 - Present
CliftonLarsonAllen January 2014 - April 2014
Regulatory Compliance Associates Inc. February 2013 - January 2014
Carthage College September 2011 - August 2013
Epopus, INC June 2010 - August 2010
Skills
Time Management, Microsoft Excel, Microsoft Office, Learning Quickly, Accounts Payable, Data Entry, Financial Accounting, Efficiency, Adaptability, Budgets, Microsoft Dynamics, SharePoint, Small Business..., Hyperion HFM, Hyperion EPM
Education
Carthage College 2011 — 2015
Bachelor of Arts (B.A.), Accounting & Spanish
Lawton High School 2007 — 2011
Randall Strong's CliftonLarsonAllen Experience January 2012 - January 2013
Job Controller at Project Lead The Way
Industry Accounting
Experience
Project Lead The Way February 2013 - Present
CliftonLarsonAllen January 2012 - January 2013
Clifton Gunderson LLP January 2011 - December 2011
BKD, LLP January 2006 - December 2010
Skills
CPA, Partnership Taxation, Tax Research, Corporate Tax, Income Tax, Tax Preparation, Tax, Tax Accounting, Tax Returns, Accounting, Business Valuation, QuickBooks, Budgets, Nonprofits, Microsoft Office, Financial Analysis, Microsoft Word
Education
Indiana University-Purdue University at Indianapolis 2003 — 2010
MSA, Accounting
Cedarville University 1994 — 1998
BA, Bible/Christian Education
Project Lead The Way February 2013 - Present
CliftonLarsonAllen January 2012 - January 2013
Clifton Gunderson LLP January 2011 - December 2011
BKD, LLP January 2006 - December 2010
Skills
CPA, Partnership Taxation, Tax Research, Corporate Tax, Income Tax, Tax Preparation, Tax, Tax Accounting, Tax Returns, Accounting, Business Valuation, QuickBooks, Budgets, Nonprofits, Microsoft Office, Financial Analysis, Microsoft Word
Education
Indiana University-Purdue University at Indianapolis 2003 — 2010
MSA, Accounting
Cedarville University 1994 — 1998
BA, Bible/Christian Education
Della Redaja's CliftonLarsonAllen Experience June 2006 - Present
Job Senior Tax Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 2006 - Present
AZBC 2012 - 2013
Ahwatukee Little League 2008 - 2010
Insight Enterprises, Inc. September 2000 - January 2006
Ernst & Young January 1995 - January 2000
Times Mirror Corporation January 1993 - January 1994
Ernst & Young January 1991 - January 1993
Skills
Income Tax, Tax Accounting, Tax, SEC filings, FAS109, General Ledger, Sales Tax, Financial Analysis, Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Assurance, Tax Preparation, Preparation, Due Diligence, External Audit, US GAAP, Corporate Tax, Internal Audit, Use Tax, Financial Accounting, Project Planning, Tax Research, QuickBooks, Sarbanes-Oxley, Accounting, FIN 48, Fixed Assets, Financial Statements, Budgets, Small Business, US Tax, CPA
Education
California State University-Los Angeles 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
CliftonLarsonAllen June 2006 - Present
AZBC 2012 - 2013
Ahwatukee Little League 2008 - 2010
Insight Enterprises, Inc. September 2000 - January 2006
Ernst & Young January 1995 - January 2000
Times Mirror Corporation January 1993 - January 1994
Ernst & Young January 1991 - January 1993
Skills
Income Tax, Tax Accounting, Tax, SEC filings, FAS109, General Ledger, Sales Tax, Financial Analysis, Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Assurance, Tax Preparation, Preparation, Due Diligence, External Audit, US GAAP, Corporate Tax, Internal Audit, Use Tax, Financial Accounting, Project Planning, Tax Research, QuickBooks, Sarbanes-Oxley, Accounting, FIN 48, Fixed Assets, Financial Statements, Budgets, Small Business, US Tax, CPA
Education
California State University-Los Angeles 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
David Cobia's CliftonLarsonAllen Experience October 2005 - Present
Job Principal at CliftonLarsonAllen, LLP
Industry Accounting
Experience
CliftonLarsonAllen October 2005 - Present
Ernst & Young LLP January 2003 - September 2005
NLE 1999 - 2002
Skills
Corporate Finance, Financial Risk..., Accounting, GAAP, Internal Controls, Financial Reporting, US GAAP, Auditing, CPA, Financial Analysis, Financial Accounting, Assurance, External Audit
Education
Brigham Young University 1998 — 2002
Master of Accountancy, Professional Accounting
CliftonLarsonAllen October 2005 - Present
Ernst & Young LLP January 2003 - September 2005
NLE 1999 - 2002
Skills
Corporate Finance, Financial Risk..., Accounting, GAAP, Internal Controls, Financial Reporting, US GAAP, Auditing, CPA, Financial Analysis, Financial Accounting, Assurance, External Audit
Education
Brigham Young University 1998 — 2002
Master of Accountancy, Professional Accounting
Tim Winters's CliftonLarsonAllen Experience January 2012 - Present
Job Information Systems Management
Industry Information Technology and Services
Experience
CliftonLarsonAllen January 2012 - Present
CliftonLarsonAllen LLP April 2006 - January 2012
Bradley University 1999 - 2006
ComEd 1985 - 1997
Skills
IT Strategy, Disaster Recovery, Active Directory
Education
Bradley University 1999 — 2006
Business Administration and Management, General
Bradley University 1991 — 1997
CliftonLarsonAllen January 2012 - Present
CliftonLarsonAllen LLP April 2006 - January 2012
Bradley University 1999 - 2006
ComEd 1985 - 1997
Skills
IT Strategy, Disaster Recovery, Active Directory
Education
Bradley University 1999 — 2006
Business Administration and Management, General
Bradley University 1991 — 1997
Kelly Cuviello's CliftonLarsonAllen Experience January 2012 - July 2012
Job Senior Accountant at MEFA
Industry Accounting
Experience
MEFA June 2012 - Present
CliftonLarsonAllen January 2012 - July 2012
LarsonAllen January 2008 - January 2012
Skills
GAAP, Accounting, Financial Analysis, Insurance, Financial Reporting, Internal Controls, Auditing, Strategic Planning, Management, Management Consulting, Corporate Finance, Financial Modeling, Tax
Education
Bryant University 2001 — 2008
Master of Business Administration (M.B.A.)
MEFA June 2012 - Present
CliftonLarsonAllen January 2012 - July 2012
LarsonAllen January 2008 - January 2012
Skills
GAAP, Accounting, Financial Analysis, Insurance, Financial Reporting, Internal Controls, Auditing, Strategic Planning, Management, Management Consulting, Corporate Finance, Financial Modeling, Tax
Education
Bryant University 2001 — 2008
Master of Business Administration (M.B.A.)
Jared Woiwode's CliftonLarsonAllen Experience June 2006 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen June 2006 - Present
Clifton Gunderson LLP January 2006 - April 2006
Kuppler and Associates February 2005 - April 2005
Skills
Corporate Tax, CPA, Accounting, Tax, Depreciation, Cost Segregation
Education
Bradley University 2001 — 2006
Masters of Science, Accounting
CliftonLarsonAllen June 2006 - Present
Clifton Gunderson LLP January 2006 - April 2006
Kuppler and Associates February 2005 - April 2005
Skills
Corporate Tax, CPA, Accounting, Tax, Depreciation, Cost Segregation
Education
Bradley University 2001 — 2006
Masters of Science, Accounting
Jacob Lenell's CliftonLarsonAllen Experience October 2006 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen October 2006 - Present
Skills
Accounting, Assurance, Auditing, CPA, Financial Accounting, Financial Reporting, Financial Statements, GAAP, Internal Controls, Tax, US GAAP, Forensic Accounting, General Ledger, Financial Analysis, Budgets
Education
Lakeland College 2002 — 2005
MBA
Cardinal Stritch University 1998 — 2002
BA, Accounting
CliftonLarsonAllen October 2006 - Present
Skills
Accounting, Assurance, Auditing, CPA, Financial Accounting, Financial Reporting, Financial Statements, GAAP, Internal Controls, Tax, US GAAP, Forensic Accounting, General Ledger, Financial Analysis, Budgets
Education
Lakeland College 2002 — 2005
MBA
Cardinal Stritch University 1998 — 2002
BA, Accounting
Dawn Brooks's CliftonLarsonAllen Experience February 2015 - Present
Job Assistant Accountant/Bulletin Editor at St. Thomas Aquinas Parish
Industry Religious Institutions
Experience
CliftonLarsonAllen February 2015 - Present
St. Thomas Aquinas Parish July 2010 - December 2014
Benefits America July 2009 - October 2009
PointHR December 2008 - February 2009
Lakeshore Staffing April 2008 - September 2008
Little & Dranttel, P.C. October 2007 - February 2008
Education
University of Phoenix - New Mexico 2011 — 2012
MBA, Business Administration and Management, General
Cameron University 1999 — 2003
Bachelors, Accounting
CliftonLarsonAllen February 2015 - Present
St. Thomas Aquinas Parish July 2010 - December 2014
Benefits America July 2009 - October 2009
PointHR December 2008 - February 2009
Lakeshore Staffing April 2008 - September 2008
Little & Dranttel, P.C. October 2007 - February 2008
Education
University of Phoenix - New Mexico 2011 — 2012
MBA, Business Administration and Management, General
Cameron University 1999 — 2003
Bachelors, Accounting
Lena Raposo's CliftonLarsonAllen Experience October 2009 - 2015
Job QuickBooks Consultant & Trainer
Industry Accounting
Experience
Self-employed QuickBooks Consultant May 2015 - Present
CliftonLarsonAllen October 2009 - 2015
Association of Accounting Administrators 1988 - 2015
Rosenfield Raymon Pielech PC February 2006 - October 2009
Tofias PC 2004 - 2004
Rooney Plotkin & Willey 1986 - 2003
Skills
QuickBooks, Bookkeeping, Small Business, General Ledger, Accounting...
Education
Bridgewater State University 1968 — 1972
BS, Elementary Education
Mount St. Mary Academy 1964 — 1968
Self-employed QuickBooks Consultant May 2015 - Present
CliftonLarsonAllen October 2009 - 2015
Association of Accounting Administrators 1988 - 2015
Rosenfield Raymon Pielech PC February 2006 - October 2009
Tofias PC 2004 - 2004
Rooney Plotkin & Willey 1986 - 2003
Skills
QuickBooks, Bookkeeping, Small Business, General Ledger, Accounting...
Education
Bridgewater State University 1968 — 1972
BS, Elementary Education
Mount St. Mary Academy 1964 — 1968
Jeff Austad's CliftonLarsonAllen Experience March 2000 - Present
Job Manager, Solutions Development
Industry Accounting
Experience
CliftonLarsonAllen March 2000 - Present
Larson, Allen, Weishair & Co,. LLP March 2000 - December 2011
Skills
SharePoint, Email Marketing, Process Improvement, Project Management, Management, Leadership, Social Media, Marketing, Social Media Marketing, Marketing Strategy, Strategic Planning, Marketing Communications, Digital Marketing
Education
Brown College 1999 — 2000
LAN
Rosemount High School 1993 — 1996
CliftonLarsonAllen March 2000 - Present
Larson, Allen, Weishair & Co,. LLP March 2000 - December 2011
Skills
SharePoint, Email Marketing, Process Improvement, Project Management, Management, Leadership, Social Media, Marketing, Social Media Marketing, Marketing Strategy, Strategic Planning, Marketing Communications, Digital Marketing
Education
Brown College 1999 — 2000
LAN
Rosemount High School 1993 — 1996
Andrew J Frye's CliftonLarsonAllen Experience 2001 - Present
Job Principal at CliftonLarsonAllen Wealth Advisors
Industry Financial Services
Experience
CliftonLarsonAllen 2001 - Present
Education
Bethel University 1997 — 2001
Business, Accounting and Finance
CliftonLarsonAllen 2001 - Present
Education
Bethel University 1997 — 2001
Business, Accounting and Finance
Jennifer Cook, CPA's CliftonLarsonAllen Experience January 2006 - Present
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2006 - Present
Skills
CPA, Financial Accounting, Tax, Auditing, Internal Controls, GAAP, Tax Preparation, Accounting, Financial Reporting, Financial Statements
Education
Bryant University 2001 — 2005
Bachelor of Science (B.S.), Accounting
CliftonLarsonAllen January 2006 - Present
Skills
CPA, Financial Accounting, Tax, Auditing, Internal Controls, GAAP, Tax Preparation, Accounting, Financial Reporting, Financial Statements
Education
Bryant University 2001 — 2005
Bachelor of Science (B.S.), Accounting
Nathan Burt's CliftonLarsonAllen Experience 2014 - 2014
Job Tax Advisor at Ronald L Burt Tax and Accounting
Industry Accounting
Experience
Ronald L Burt Tax and Accounting January 2015 - Present
Boise State University August 2013 - December 2014
CliftonLarsonAllen 2014 - 2014
Clearwater Analytics 2014 - 2014
Teach For America April 2011 - June 2013
Ballard Center for Economic Self-Reliance May 2010 - April 2011
BYU Student Service Association May 2009 - April 2010
US Congress, Jason Chaffetz, R-UT May 2009 - August 2009
Brigham Young University (part time university employee) July 2008 - August 2009
Skills
Public Speaking, Research, Data Analysis, Teaching, Microsoft Office, PowerPoint, Nonprofits, Tax Accounting, Tax Research, Accounting, Time Management, Financial Analysis, Access, Microsoft Excel
Education
Brigham Young University 2005 — 2011
BS, Accounting
Boise State University 2013 — 2014
Master's Degree, Accounting and Taxation
Ronald L Burt Tax and Accounting January 2015 - Present
Boise State University August 2013 - December 2014
CliftonLarsonAllen 2014 - 2014
Clearwater Analytics 2014 - 2014
Teach For America April 2011 - June 2013
Ballard Center for Economic Self-Reliance May 2010 - April 2011
BYU Student Service Association May 2009 - April 2010
US Congress, Jason Chaffetz, R-UT May 2009 - August 2009
Brigham Young University (part time university employee) July 2008 - August 2009
Skills
Public Speaking, Research, Data Analysis, Teaching, Microsoft Office, PowerPoint, Nonprofits, Tax Accounting, Tax Research, Accounting, Time Management, Financial Analysis, Access, Microsoft Excel
Education
Brigham Young University 2005 — 2011
BS, Accounting
Boise State University 2013 — 2014
Master's Degree, Accounting and Taxation
Tim Loeffler, CPA's CliftonLarsonAllen Experience 2007 - 2012
Job Accounting Manager and CliftonLarsonAllen, LLP
Industry Accounting
Experience
Clifton Gunderson LLP ManagerClifton Gunderson LLP2007 - Present
CliftonLarsonAllen 2007 - 2012
Skills
GAAP, Auditing, CPA, Accounting, Financial Reporting, US GAAP, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Tax, General Ledger
Education
Bowling Green State University 1995 — 1999
BSBA, Accounting
Clifton Gunderson LLP ManagerClifton Gunderson LLP2007 - Present
CliftonLarsonAllen 2007 - 2012
Skills
GAAP, Auditing, CPA, Accounting, Financial Reporting, US GAAP, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Tax, General Ledger
Education
Bowling Green State University 1995 — 1999
BSBA, Accounting
J.D. Dietzen's CliftonLarsonAllen Experience September 2007 - Present
Job Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen September 2007 - Present
Skills
CPA, Corporate Tax, Tax, GAAP, Tax Preparation
Education
Biola University
Bachelor of Science, Accounting
CliftonLarsonAllen September 2007 - Present
Skills
CPA, Corporate Tax, Tax, GAAP, Tax Preparation
Education
Biola University
Bachelor of Science, Accounting
Cynthia Christianson's CliftonLarsonAllen Experience February 2008 - Present
Job Client Service Assistant, Tax at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen February 2008 - Present
Continental Merchandisers, Inc. 1998 - 2007
Skills
Business Planning, Accounting, Account Management, Financial Analysis
Education
Cardinal Stritch University 2004 — 2008
Bachelors of Science, Management
CliftonLarsonAllen February 2008 - Present
Continental Merchandisers, Inc. 1998 - 2007
Skills
Business Planning, Accounting, Account Management, Financial Analysis
Education
Cardinal Stritch University 2004 — 2008
Bachelors of Science, Management
Thomas Wallenfang III, CPA's CliftonLarsonAllen Experience June 2012 - January 2015
Job General Accountant at OSF HealthCare
Industry Accounting
Experience
OSF HealthCare January 2015 - Present
CliftonLarsonAllen June 2012 - January 2015
Volt Workforce Solutions November 2010 - June 2012
Chili's May 2009 - December 2010
CORE Construction May 2007 - July 2007
Skills
Process Improvement, Customer Service, Forecasting, Passion for Helping..., Servant Leadership, Business Continuity
Education
Bradley University 2006 — 2008
Bachelors of Science, Accounting
OSF HealthCare January 2015 - Present
CliftonLarsonAllen June 2012 - January 2015
Volt Workforce Solutions November 2010 - June 2012
Chili's May 2009 - December 2010
CORE Construction May 2007 - July 2007
Skills
Process Improvement, Customer Service, Forecasting, Passion for Helping..., Servant Leadership, Business Continuity
Education
Bradley University 2006 — 2008
Bachelors of Science, Accounting
Andrea Tews's CliftonLarsonAllen Experience April 2011 - May 2013
Job
Industry Computer Software
Experience
Palermos Pizza May 2013 - Present
CliftonLarsonAllen April 2011 - May 2013
TEKsystems August 2009 - February 2011
Waukesha Foundry February 2009 - August 2009
Quad Graphics Inc April 2007 - January 2009
QuadGraphics April 2005 - April 2007
QuadGraphics March 2000 - April 2005
Manpower Headquarters January 2000 - March 2000
M&I Bank December 1999 - January 2000
Technisource Recruiting Firm July 1999 - December 1999
Skills
Windows Server, Active Directory, Troubleshooting, Microsoft Certified..., Microsoft Exchange, Windows, Technical Support, Citrix, SharePoint, VMware, WSUS, SQL, XP, Servers, Software Documentation, Microsoft CRM, Microsoft Certified..., QuickBooks, CCH ProSystem fx, Creative Solutions..., Microsoft Server Support, ITIL v3 Foundations...
Education
Waukesha County Technical College 1997 — 1999
Associates, Computer Hardware Technician
Carroll University 1992 — 1994
B.S., Economics
Ripon College 1990 — 1992
Economics
Palermos Pizza May 2013 - Present
CliftonLarsonAllen April 2011 - May 2013
TEKsystems August 2009 - February 2011
Waukesha Foundry February 2009 - August 2009
Quad Graphics Inc April 2007 - January 2009
QuadGraphics April 2005 - April 2007
QuadGraphics March 2000 - April 2005
Manpower Headquarters January 2000 - March 2000
M&I Bank December 1999 - January 2000
Technisource Recruiting Firm July 1999 - December 1999
Skills
Windows Server, Active Directory, Troubleshooting, Microsoft Certified..., Microsoft Exchange, Windows, Technical Support, Citrix, SharePoint, VMware, WSUS, SQL, XP, Servers, Software Documentation, Microsoft CRM, Microsoft Certified..., QuickBooks, CCH ProSystem fx, Creative Solutions..., Microsoft Server Support, ITIL v3 Foundations...
Education
Waukesha County Technical College 1997 — 1999
Associates, Computer Hardware Technician
Carroll University 1992 — 1994
B.S., Economics
Ripon College 1990 — 1992
Economics
Megan Moulton's CliftonLarsonAllen Experience October 2012 - October 2014
Job Staff Accountant at Caterpillar
Industry Accounting
Experience
Caterpillar Inc. October 2014 - Present
CliftonLarsonAllen October 2012 - October 2014
A. Lucas & Sons Steel May 2009 - October 2012
Smith Career Center August 2006 - May 2010
Caterpillar Inc. May 2008 - March 2009
Byerly Aviation August 2005 - April 2008
Aeropostale May 2004 - January 2007
Education
Bradley University 2012 — 2014
Master of Business Administration (MBA)
Bradley University 2006 — 2010
Caterpillar Inc. October 2014 - Present
CliftonLarsonAllen October 2012 - October 2014
A. Lucas & Sons Steel May 2009 - October 2012
Smith Career Center August 2006 - May 2010
Caterpillar Inc. May 2008 - March 2009
Byerly Aviation August 2005 - April 2008
Aeropostale May 2004 - January 2007
Education
Bradley University 2012 — 2014
Master of Business Administration (MBA)
Bradley University 2006 — 2010
Alyssa Gutierrez's CliftonLarsonAllen Experience September 2014 - Present
Job Contractor at Elite Human Capital Group
Industry Legal Services
Experience
CliftonLarsonAllen September 2014 - Present
Elite Human Capital Group May 2014 - September 2014
Hippenmeyer, Reilly, Moodie & Blum, S.C. May 2012 - May 2014
Educators Credit Union February 2010 - June 2012
The Scrapbook Store March 2006 - January 2010
Skills
Bankruptcy, Legal Writing, Outlook, Legal Research, Legal Assistance, Microsoft Excel
Education
Carroll College 2008 — 2012
Bachelor's degree, Criminal Justice
CliftonLarsonAllen September 2014 - Present
Elite Human Capital Group May 2014 - September 2014
Hippenmeyer, Reilly, Moodie & Blum, S.C. May 2012 - May 2014
Educators Credit Union February 2010 - June 2012
The Scrapbook Store March 2006 - January 2010
Skills
Bankruptcy, Legal Writing, Outlook, Legal Research, Legal Assistance, Microsoft Excel
Education
Carroll College 2008 — 2012
Bachelor's degree, Criminal Justice
Robert Dillan, CPA's CliftonLarsonAllen Experience January 1997 - Present
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 1997 - Present
Skills
GAAP, Financial Reporting, Internal Controls, CPA, Accounting, Auditing, Microsoft Excel, Corporate Tax, Tax Preparation, Budgets, Financial Accounting, General Ledger, Financial Analysis, Financial Statements, Tax, US GAAP
Education
Bridgewater State University 1993 — 1995
BA, Accounting
CliftonLarsonAllen January 1997 - Present
Skills
GAAP, Financial Reporting, Internal Controls, CPA, Accounting, Auditing, Microsoft Excel, Corporate Tax, Tax Preparation, Budgets, Financial Accounting, General Ledger, Financial Analysis, Financial Statements, Tax, US GAAP
Education
Bridgewater State University 1993 — 1995
BA, Accounting
Ronald Durkin's CliftonLarsonAllen Experience January 2011 - Present
Job Principal at CliftonLarsonAllen, LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2011 - Present
Durkin Forensic, Inc. October 2008 - January 2011
AICPA National Accreditation Commission 2008 - 2010
KPMG March 2001 - September 2008
KPMG, LLP 2001 - 2008
AICPA Forensic & Valuation Services Executive Committee 2004 - 2007
Federal Bureau of Investigation 1976 - 1986
Skills
Management, Risk Management, External Audit
Education
California State University-Sacramento 1975 — 1978
MBA, Accounting
CliftonLarsonAllen January 2011 - Present
Durkin Forensic, Inc. October 2008 - January 2011
AICPA National Accreditation Commission 2008 - 2010
KPMG March 2001 - September 2008
KPMG, LLP 2001 - 2008
AICPA Forensic & Valuation Services Executive Committee 2004 - 2007
Federal Bureau of Investigation 1976 - 1986
Skills
Management, Risk Management, External Audit
Education
California State University-Sacramento 1975 — 1978
MBA, Accounting
Paul Niedermuller's CliftonLarsonAllen Experience January 2012 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Moss Levy & Hartzheim LLP 1998 - 2005
Skills
CPA, GAAP, Auditing
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Business Administration
CliftonLarsonAllen January 2012 - Present
Moss Levy & Hartzheim LLP 1998 - 2005
Skills
CPA, GAAP, Auditing
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Business Administration
Denise Riggio's CliftonLarsonAllen Experience June 2007 - Present
Job Senior Manager
Industry Program Development
Experience
CliftonLarsonAllen June 2007 - Present
Education
Bradley University
Master of Science, Accounting
Bradley University
Bachelor of Science, Accounting
CliftonLarsonAllen June 2007 - Present
Education
Bradley University
Master of Science, Accounting
Bradley University
Bachelor of Science, Accounting
Jason Filippini's CliftonLarsonAllen Experience 2009 - 2012
Job Senior Director of Finance
Industry Accounting
Experience
The Seattle Times March 2014 - Present
Amazon September 2012 - February 2014
CliftonLarsonAllen 2009 - 2012
Abramson Pendergast & Company/Clothier & Head 1998 - 2009
Perry-Smith LLP 1995 - 1998
CBRE 1994 - 1995
Skills
General Ledger, QuickBooks, Variance Analysis, Cost Accounting, Financial Modeling, Cash Flow, Budgets, Finance, External Audit, Payroll, Strategic Financial..., Due Diligence, Microsoft Excel, Process Improvement, Accounts Payable, Corporate Finance, Tax, Financial Planning
Education
California State University-Sacramento
Bachelor of Science (BS), Accounting
California State University-Sacramento
Bachelor of Science (B.S.) - Accounting, Accounting and Finance
The Seattle Times March 2014 - Present
Amazon September 2012 - February 2014
CliftonLarsonAllen 2009 - 2012
Abramson Pendergast & Company/Clothier & Head 1998 - 2009
Perry-Smith LLP 1995 - 1998
CBRE 1994 - 1995
Skills
General Ledger, QuickBooks, Variance Analysis, Cost Accounting, Financial Modeling, Cash Flow, Budgets, Finance, External Audit, Payroll, Strategic Financial..., Due Diligence, Microsoft Excel, Process Improvement, Accounts Payable, Corporate Finance, Tax, Financial Planning
Education
California State University-Sacramento
Bachelor of Science (BS), Accounting
California State University-Sacramento
Bachelor of Science (B.S.) - Accounting, Accounting and Finance
Stan DeLost's CliftonLarsonAllen Experience March 2015 - Present
Job Associate at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen March 2015 - Present
Pearl Insurance January 2013 - March 2015
Wells Fargo Insurance Services April 2011 - September 2012
Affirmative Insurance April 2010 - April 2011
National City Bank July 2008 - January 2009
Unland Companies June 2001 - June 2008
Caterpillar, Inc February 2000 - April 2001
Skills
Insurance, Commercial Insurance
Education
Bradley University 1997 — 2001
Bachelor of Science, Business Management & Administration
CliftonLarsonAllen March 2015 - Present
Pearl Insurance January 2013 - March 2015
Wells Fargo Insurance Services April 2011 - September 2012
Affirmative Insurance April 2010 - April 2011
National City Bank July 2008 - January 2009
Unland Companies June 2001 - June 2008
Caterpillar, Inc February 2000 - April 2001
Skills
Insurance, Commercial Insurance
Education
Bradley University 1997 — 2001
Bachelor of Science, Business Management & Administration
Michael Kruse, CPA, CFE's CliftonLarsonAllen Experience July 2010 - October 2013
Job Senior Internal Auditor at The Andersons, Inc.
Industry Accounting
Experience
The Andersons, Inc. October 2013 - Present
CliftonLarsonAllen July 2010 - October 2013
Clifton Gunderson LLP June 2008 - June 2010
Bowling Green State University August 2007 - July 2008
Skills
IDEA Data Analysis..., Auditing, Accounting, Financial Statements, Budgets, Non-profits, Leadership, Government, GAAP, Internal Controls, Financial Reporting, Internal Audit, Sarbanes-Oxley Act, Financial Accounting, Tax, Forensic Accounting, US GAAP, Financial Analysis, General Ledger, Cost Accounting, Fixed Assets
Education
Bowling Green State University 2007 — 2008
MAAC, Accounting
Bowling Green State University 2003 — 2007
Bachelor, Accounting
The Andersons, Inc. October 2013 - Present
CliftonLarsonAllen July 2010 - October 2013
Clifton Gunderson LLP June 2008 - June 2010
Bowling Green State University August 2007 - July 2008
Skills
IDEA Data Analysis..., Auditing, Accounting, Financial Statements, Budgets, Non-profits, Leadership, Government, GAAP, Internal Controls, Financial Reporting, Internal Audit, Sarbanes-Oxley Act, Financial Accounting, Tax, Forensic Accounting, US GAAP, Financial Analysis, General Ledger, Cost Accounting, Fixed Assets
Education
Bowling Green State University 2007 — 2008
MAAC, Accounting
Bowling Green State University 2003 — 2007
Bachelor, Accounting
Ryan Harkness, CPA's CliftonLarsonAllen Experience January 2014 - November 2014
Job at
Industry Accounting
Experience
EY December 2014 - Present
CliftonLarsonAllen January 2014 - November 2014
Sullivan, Rogers & Company, LLC July 2012 - December 2013
Ernst & Young June 2008 - September 2008
Costco Wholesale June 2007 - September 2007
Skills
Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2012
Master of Science in Accounting, Accounting
Yonsei University 2009 — 2010
Seattle University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
University of Washington 2004 — 2006
EY December 2014 - Present
CliftonLarsonAllen January 2014 - November 2014
Sullivan, Rogers & Company, LLC July 2012 - December 2013
Ernst & Young June 2008 - September 2008
Costco Wholesale June 2007 - September 2007
Skills
Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2012
Master of Science in Accounting, Accounting
Yonsei University 2009 — 2010
Seattle University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
University of Washington 2004 — 2006
Jarrett Rummel's CliftonLarsonAllen Experience November 2014 - Present
Job Senior Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
Ivey & Bauer, PA January 2013 - October 2014
LarsonAllen November 2009 - April 2012
Skills
Accounting, Single Audit, ProSystem fx Tax, S Corporations, Compilation, Tax Research, Tax Returns, Tax Preparation, Partnership Taxation, GAAP, Tax Accounting, Intacct
Education
Bowling Green State University 2008 — 2009
BSBA, Accounting
Montana State University-Billings 2005 — 2007
Accounting
CliftonLarsonAllen November 2014 - Present
Ivey & Bauer, PA January 2013 - October 2014
LarsonAllen November 2009 - April 2012
Skills
Accounting, Single Audit, ProSystem fx Tax, S Corporations, Compilation, Tax Research, Tax Returns, Tax Preparation, Partnership Taxation, GAAP, Tax Accounting, Intacct
Education
Bowling Green State University 2008 — 2009
BSBA, Accounting
Montana State University-Billings 2005 — 2007
Accounting
Akia Wesley's CliftonLarsonAllen Experience August 2015 - Present
Job Experienced Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2015 - Present
Kearney & Company August 2014 - August 2015
Lani Eko & Co, CPAs, PLLC January 2013 - August 2014
SunTrust Bank August 2012 - December 2012
BB&T June 2011 - July 2012
Lani Eko & Company, CPAs, LLC June 2010 - January 2011
Skills
Data Entry, PowerPoint, Word, Excel, Access, Quickbooks, TeamMate, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Accounts Receivable, Account Reconciliation, Auditing, Public Speaking
Education
Bowie State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration with a concentration in Accounting
Walter Johnson High School 2006 — 2008
Benjamin Banneker Academic HS 2004 — 2006
CliftonLarsonAllen August 2015 - Present
Kearney & Company August 2014 - August 2015
Lani Eko & Co, CPAs, PLLC January 2013 - August 2014
SunTrust Bank August 2012 - December 2012
BB&T June 2011 - July 2012
Lani Eko & Company, CPAs, LLC June 2010 - January 2011
Skills
Data Entry, PowerPoint, Word, Excel, Access, Quickbooks, TeamMate, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Accounts Receivable, Account Reconciliation, Auditing, Public Speaking
Education
Bowie State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration with a concentration in Accounting
Walter Johnson High School 2006 — 2008
Benjamin Banneker Academic HS 2004 — 2006
Patti Thielen's CliftonLarsonAllen Experience March 2003 - Present
Job Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen March 2003 - Present
PACLAND 1996 - 2003
Salal Credit Union fka Group Health CU 1991 - 1996
Skills
Accounting, QuickBooks, General Ledger, Account Reconciliation, Journal Entries, Accounts Payable, Sales Tax, Payroll
Education
Heald College 1980 — 1981
Legal Assistant Certificate, Legal Assistant/Paralegal
California State University-Sacramento 1979 — 1980
CliftonLarsonAllen March 2003 - Present
PACLAND 1996 - 2003
Salal Credit Union fka Group Health CU 1991 - 1996
Skills
Accounting, QuickBooks, General Ledger, Account Reconciliation, Journal Entries, Accounts Payable, Sales Tax, Payroll
Education
Heald College 1980 — 1981
Legal Assistant Certificate, Legal Assistant/Paralegal
California State University-Sacramento 1979 — 1980
Leah Wacek's CliftonLarsonAllen Experience August 2012 - Present
Job Staff Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2012 - Present
Education
Bethel University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
CliftonLarsonAllen August 2012 - Present
Education
Bethel University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Dustin Frey's CliftonLarsonAllen Experience 2007 - Present
Job Enterprise Systems Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen 2007 - Present
Capital Growth Madison Marquette 2007 - 2007
Madison Marquette 2005 - 2007
Skills
Active Directory, Windows Server, System Administration, Management, VMware, Servers, Business Analysis
Education
Brown College 2003 — 2004
Information Technology
River Falls Highschool 1992 — 1995
CliftonLarsonAllen 2007 - Present
Capital Growth Madison Marquette 2007 - 2007
Madison Marquette 2005 - 2007
Skills
Active Directory, Windows Server, System Administration, Management, VMware, Servers, Business Analysis
Education
Brown College 2003 — 2004
Information Technology
River Falls Highschool 1992 — 1995
Brian Bumann, CPA's CliftonLarsonAllen Experience December 2011 - June 2013
Job Corporate Accountant at Pine River Capital Management
Industry Accounting
Experience
Pine River Capital Management June 2013 - Present
CliftonLarsonAllen December 2011 - June 2013
LarsonAllen October 2010 - December 2011
McGladrey July 2008 - June 2010
Skills
GAAP, Accounting, Internal Controls, Financial Reporting, Auditing, US GAAP, Financial Accounting, General Ledger, Financial Analysis, Financial Statements
Education
Bethel University 2004 — 2008
Bachelor of Arts, Business: Accounting, Finance
Pine River Capital Management June 2013 - Present
CliftonLarsonAllen December 2011 - June 2013
LarsonAllen October 2010 - December 2011
McGladrey July 2008 - June 2010
Skills
GAAP, Accounting, Internal Controls, Financial Reporting, Auditing, US GAAP, Financial Accounting, General Ledger, Financial Analysis, Financial Statements
Education
Bethel University 2004 — 2008
Bachelor of Arts, Business: Accounting, Finance
Ben Jensen, CPA's CliftonLarsonAllen Experience October 2014 - April 2015
Job CFO
Industry Accounting
Experience
Orchard-Rite April 2015 - Present
CliftonLarsonAllen October 2014 - April 2015
CliftonLarsonAllen July 2012 - October 2014
Moss Adams LLP May 2011 - July 2012
Moss Adams LLP September 2009 - May 2011
Security One International, Inc. January 2007 - September 2009
Pinnacle Security February 2006 - December 2006
Brigham Young University August 2004 - February 2006
Skills
Tax Preparation, Accounting, Income Tax, Financial Planning, Business Succession..., Income Tax Planning, Farm accounting, CPA, Corporate Tax, Auditing, Tax Accounting, GAAP
Education
Brigham Young University 2001 — 2009
MAcc, Accounting
Othello High School 1997 — 2001
Orchard-Rite April 2015 - Present
CliftonLarsonAllen October 2014 - April 2015
CliftonLarsonAllen July 2012 - October 2014
Moss Adams LLP May 2011 - July 2012
Moss Adams LLP September 2009 - May 2011
Security One International, Inc. January 2007 - September 2009
Pinnacle Security February 2006 - December 2006
Brigham Young University August 2004 - February 2006
Skills
Tax Preparation, Accounting, Income Tax, Financial Planning, Business Succession..., Income Tax Planning, Farm accounting, CPA, Corporate Tax, Auditing, Tax Accounting, GAAP
Education
Brigham Young University 2001 — 2009
MAcc, Accounting
Othello High School 1997 — 2001
Clayton Brahier, CPA's CliftonLarsonAllen Experience August 2014 - Present
Job Audit Associate at CliftonLarsonAllen, Toledo, Ohio
Industry Accounting
Experience
CliftonLarsonAllen August 2014 - Present
Bowling Green State University August 2008 - August 2014
Bowling Green State University August 2013 - July 2014
GKN Driveline February 2012 - August 2013
Jed's Bar and Grill August 2008 - August 2012
Maumee Sports Mall April 2008 - August 2009
McDonald's Corporation June 2007 - April 2008
Skills
Accounting, Budgets, Cost Accounting, Microsoft Word, Microsoft Excel, Job Costing, Access, MySQL
Education
Bowling Green State University 2013 — 2014
Master's of Accountancy, Accounting & Auditing and Information Systems Auditing and Control
Bowling Green State University 2008 — 2012
BSBA, Accounting
Hong Kong Baptist University 2011 — 2011
Exchange, Business
CliftonLarsonAllen August 2014 - Present
Bowling Green State University August 2008 - August 2014
Bowling Green State University August 2013 - July 2014
GKN Driveline February 2012 - August 2013
Jed's Bar and Grill August 2008 - August 2012
Maumee Sports Mall April 2008 - August 2009
McDonald's Corporation June 2007 - April 2008
Skills
Accounting, Budgets, Cost Accounting, Microsoft Word, Microsoft Excel, Job Costing, Access, MySQL
Education
Bowling Green State University 2013 — 2014
Master's of Accountancy, Accounting & Auditing and Information Systems Auditing and Control
Bowling Green State University 2008 — 2012
BSBA, Accounting
Hong Kong Baptist University 2011 — 2011
Exchange, Business
Darren Christian's CliftonLarsonAllen Experience January 2007 - February 2012
Job Accountant Tax at Caterpillar Inc.
Industry Accounting
Experience
Caterpillar Inc. February 2012 - Present
CliftonLarsonAllen January 2007 - February 2012
Education
Bradley University 2006 — 2008
MSA, Accounting
Caterpillar Inc. February 2012 - Present
CliftonLarsonAllen January 2007 - February 2012
Education
Bradley University 2006 — 2008
MSA, Accounting
Chris Kempinski's CliftonLarsonAllen Experience July 2014 - June 2015
Job Assurance Associate at CliftonLarsonAllen
Industry Accounting
Experience
Wyoming Valley Country Club April 2011 - Present
CliftonLarsonAllen July 2014 - June 2015
Crestwood School District November 2011 - March 2014
C.D. Mountain Realty June 2006 - August 2013
NORSTAR Networks July 2012 - May 2013
Skills
Microsoft Office, Event Planning, Accounting, Customer Service, Leadership, Pfx Engagement
Education
King's College 2011 — 2014
3.99
Bloomsburg University of Pennsylvania 2010 — 2010
4.0
Wyoming Valley Country Club April 2011 - Present
CliftonLarsonAllen July 2014 - June 2015
Crestwood School District November 2011 - March 2014
C.D. Mountain Realty June 2006 - August 2013
NORSTAR Networks July 2012 - May 2013
Skills
Microsoft Office, Event Planning, Accounting, Customer Service, Leadership, Pfx Engagement
Education
King's College 2011 — 2014
3.99
Bloomsburg University of Pennsylvania 2010 — 2010
4.0
Allen Gilbert's CliftonLarsonAllen Experience January 2012 - Present
Job Engagement Director at CliftonLarsonAllen,LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Monson & Bass, Inc., P.S. July 2008 - October 2011
LarsonAllen November 2011 - 2011
Hagen, Kurth, Perman & Co. July 2004 - June 2008
RD Merrill Company July 2002 - June 2004
Hersman Serles Almond September 1995 - May 2002
Skills
GAAP, Accounting, Tax Preparation, Nonprofits, QuickBooks
Education
California State University-Hayward - School of Business and Economics 1985 — 1987
BS, Accounting
Seattle Pacific University 1977 — 1979
BA, Psychology
Diablo Valley College 1976 — 1977
AA, General
CliftonLarsonAllen January 2012 - Present
Monson & Bass, Inc., P.S. July 2008 - October 2011
LarsonAllen November 2011 - 2011
Hagen, Kurth, Perman & Co. July 2004 - June 2008
RD Merrill Company July 2002 - June 2004
Hersman Serles Almond September 1995 - May 2002
Skills
GAAP, Accounting, Tax Preparation, Nonprofits, QuickBooks
Education
California State University-Hayward - School of Business and Economics 1985 — 1987
BS, Accounting
Seattle Pacific University 1977 — 1979
BA, Psychology
Diablo Valley College 1976 — 1977
AA, General
Alex Barnard's CliftonLarsonAllen Experience January 2012 - April 2012
Job Bookkeeper / Property Manager at 129 LTD
Industry Accounting
Experience
129 LTD October 2012 - Present
CliftonLarsonAllen January 2012 - April 2012
Quality Inn August 2009 - December 2010
Holiday Inn Express August 2008 - December 2008
Jacob Lake Inn September 2007 - December 2007
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Accounting, Access, Financial Reporting, GAAP, Microsoft Office, Financial Analysis, Tax Preparation, Customer Service, Outlook, Internal Controls, Teamwork, Critical Thinking, Budgets, Auditing, Financial Accounting, PowerPoint
Education
University of St. Thomas (TX) 2014 — 2016
Master's Degree, Accounting
Brigham Young University - Idaho 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting
129 LTD October 2012 - Present
CliftonLarsonAllen January 2012 - April 2012
Quality Inn August 2009 - December 2010
Holiday Inn Express August 2008 - December 2008
Jacob Lake Inn September 2007 - December 2007
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Accounting, Access, Financial Reporting, GAAP, Microsoft Office, Financial Analysis, Tax Preparation, Customer Service, Outlook, Internal Controls, Teamwork, Critical Thinking, Budgets, Auditing, Financial Accounting, PowerPoint
Education
University of St. Thomas (TX) 2014 — 2016
Master's Degree, Accounting
Brigham Young University - Idaho 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting
Shaun DaCunha, CPA's CliftonLarsonAllen Experience July 2005 - Present
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen July 2005 - Present
Skills
Accounting, Audit, Financial Reporting, Healthcare, Financial Statements, Financial Accounting, Financial Analysis, GAAP, Internal Controls
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
Master of Business Administration, Finance
University of Massachusetts Dartmouth 2001 — 2005
Bachelor of Science, Accounting
CliftonLarsonAllen July 2005 - Present
Skills
Accounting, Audit, Financial Reporting, Healthcare, Financial Statements, Financial Accounting, Financial Analysis, GAAP, Internal Controls
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
Master of Business Administration, Finance
University of Massachusetts Dartmouth 2001 — 2005
Bachelor of Science, Accounting
Chris Lagestee, CPA's CliftonLarsonAllen Experience January 2013 - January 2015
Job Staff Accountant at Hyatt Hotels Corporation
Industry Accounting
Experience
Hyatt Hotels Corporation January 2015 - Present
CliftonLarsonAllen January 2013 - January 2015
Dreyer, Ooms, and Van Drunen Ltd. February 2012 - May 2012
Gordon Food Service September 2011 - December 2011
Jabaay Motors June 2009 - August 2011
American Diabetes Association January 2011 - May 2011
Sanfratellos Pizza August 2005 - August 2007
Skills
Acces, Excel, Word, Lacerte, ProSeries, QuickBooks, Creative Solutions..., SQL Server, HTML, CSS, XML, C#, Java, Website Building, Accounting
Education
Calvin College 2007 — 2011
Bachelor of Science, Public Accounting, Minor: Information Systems
Hyatt Hotels Corporation January 2015 - Present
CliftonLarsonAllen January 2013 - January 2015
Dreyer, Ooms, and Van Drunen Ltd. February 2012 - May 2012
Gordon Food Service September 2011 - December 2011
Jabaay Motors June 2009 - August 2011
American Diabetes Association January 2011 - May 2011
Sanfratellos Pizza August 2005 - August 2007
Skills
Acces, Excel, Word, Lacerte, ProSeries, QuickBooks, Creative Solutions..., SQL Server, HTML, CSS, XML, C#, Java, Website Building, Accounting
Education
Calvin College 2007 — 2011
Bachelor of Science, Public Accounting, Minor: Information Systems
Melody Jeng's CliftonLarsonAllen Experience August 2015 - Present
Job Audit Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen August 2015 - Present
Debevoise & Plimpton June 2013 - June 2014
Shecky's Media, Inc. 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, SEC filings, US GAAP, Corporate Tax
Education
Boston College 2014 — 2015
Master's Degree, Accounting
State University of New York at Stony Brook 2009 — 2013
Bachelor of Science (BS), Business Management, Accounting
CliftonLarsonAllen August 2015 - Present
Debevoise & Plimpton June 2013 - June 2014
Shecky's Media, Inc. 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, SEC filings, US GAAP, Corporate Tax
Education
Boston College 2014 — 2015
Master's Degree, Accounting
State University of New York at Stony Brook 2009 — 2013
Bachelor of Science (BS), Business Management, Accounting
Evan Dedrick's CliftonLarsonAllen Experience October 2014 - Present
Job Audit Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen October 2014 - Present
The Kraft Group January 2013 - August 2013
Bay Pointe Country Club June 2008 - August 2012
Skills
Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Access, Time Management, Financial Analysis
Education
Bryant University 2013 — 2014
MPAc, Accounting
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Bishop Stang High School 2005 — 2009
CliftonLarsonAllen October 2014 - Present
The Kraft Group January 2013 - August 2013
Bay Pointe Country Club June 2008 - August 2012
Skills
Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Access, Time Management, Financial Analysis
Education
Bryant University 2013 — 2014
MPAc, Accounting
Bryant University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Bishop Stang High School 2005 — 2009
Jeffrey Raymon's CliftonLarsonAllen Experience 2011 - Present
Job Tax Partner at CliftonLarsonAllen, LLP
Industry Accounting
Experience
CliftonLarsonAllen, LLP 2011 - Present
CliftonLarsonAllen 2011 - Present
Raymon Pielech Zexter, PC 1981 - 2011
Education
Bentley College 1978 — 1981
Master of Science (MS), Taxation
University of Colorado at Boulder 1973 — 1975
MBA, Accounting
Syracuse University 1968 — 1972
Bachelor's degree, Cultural Anthropology
CliftonLarsonAllen, LLP 2011 - Present
CliftonLarsonAllen 2011 - Present
Raymon Pielech Zexter, PC 1981 - 2011
Education
Bentley College 1978 — 1981
Master of Science (MS), Taxation
University of Colorado at Boulder 1973 — 1975
MBA, Accounting
Syracuse University 1968 — 1972
Bachelor's degree, Cultural Anthropology
Vicky McCarthy's CliftonLarsonAllen Experience December 2012 - Present
Job Senior Accountant at CliftonLarsonAllen
Industry
Experience
CliftonLarsonAllen December 2012 - Present
Education
Bradley University: Foster College of Business
Accounting
CliftonLarsonAllen December 2012 - Present
Education
Bradley University: Foster College of Business
Accounting
Bryan Schwartz's CliftonLarsonAllen Experience January 2015 - Present
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
CliftonLarsonAllen January 2014 - April 2014
Skills
Accounting, Internal Controls, Financial Reporting, Auditing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Public Speaking, Leadership, Time Management, Social Media, Management
Education
University of Missouri-Saint Louis 2012 — 2013
Accounting
Bradley University 2008 — 2012
Accounting
CliftonLarsonAllen January 2015 - Present
CliftonLarsonAllen January 2014 - April 2014
Skills
Accounting, Internal Controls, Financial Reporting, Auditing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Public Speaking, Leadership, Time Management, Social Media, Management
Education
University of Missouri-Saint Louis 2012 — 2013
Accounting
Bradley University 2008 — 2012
Accounting
Jason Mair's CliftonLarsonAllen Experience September 2011 - Present
Job Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2011 - Present
Skills
CPA, Internal Controls
Education
Carroll University 2007 — 2011
Bachelor of Science (B.S.), Accounting
CliftonLarsonAllen September 2011 - Present
Skills
CPA, Internal Controls
Education
Carroll University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Melissa Groves, CPA's CliftonLarsonAllen Experience November 2013 - November 2014
Job Tax Manager at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan November 2014 - Present
CliftonLarsonAllen November 2013 - November 2014
LarsonAllen November 2011 - October 2013
LarsonAllen January 2010 - October 2011
EY September 2008 - October 2009
Skills
GAAP
Education
Bowling Green State University
Master's degree, Taxation
PMB Helin Donovan November 2014 - Present
CliftonLarsonAllen November 2013 - November 2014
LarsonAllen November 2011 - October 2013
LarsonAllen January 2010 - October 2011
EY September 2008 - October 2009
Skills
GAAP
Education
Bowling Green State University
Master's degree, Taxation