Deloitte & Touche LLP
Industry: Company
DescriptionDeloitte Touche Tohmatsu Limited, commonly referred to as Deloitte, is a multinational professional services network. Deloitte is one of the "Big Four" accounting organizations and the largest professional services network in the world by revenue and number of professionals. CEO: Punit Renjen (1 Jun 2015–) Headquarters: London Revenue: 43.2 billion USD (2018) Number of employees: 286,200 (2018) Founder: William Welch Deloitte Subsidiaries: Deloitte UK, Monitor Deloitte,
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Deloitte & Touche LLP Employees
Deloitte & Touche, LLP September 2014 - Present
Deloitte & Touche, LLP September 2009 - Present
Brigham Young University - SLC Center June 2009 - August 2009
Haynie & Company May 2006 - August 2008
The Church of Jesus Christ of Latter-Day Saints July 2003 - July 2005
Skills
Accounting, CPA, SEC filings, Internal Controls, GAAP, Auditing, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, US GAAP, External Audit, Big 4, Sarbanes-Oxley, SEC Filings, Financial Statements
Education
Brigham Young University 2003 — 2009
Bachelors and Masters, Accounting
PAAMCO May 2013 - Present
Deloitte & Touche, LLP September 2008 - April 2013
Bowne Incorporated September 2007 - August 2008
American Alarm Co February 2007 - August 2007
Skills
Financial Analysis, Internal Controls, Account Reconciliation, Analysis, Auditing
Education
Brigham Young University 2005 — 2008
B.S., Accounting
Marriott School of Management
Bachelor of Science, Accounting
Brigham Young University
National Football League January 2014 - Present
Deloitte & Touche, LLP September 2010 - December 2013
Deloitte & Touche, LLP June 2009 - August 2009
JPMorgan Chase April 2008 - June 2009
Bear, Stearns & Co., Inc. October 2006 - March 2008
Skills
Certified Public..., CPA, US GAAP, Auditing, External Audit, Internal Controls, GAAP, Tax, Big 4, SEC Filings, Sarbanes-Oxley Act, Accounting, Financial Accounting
Education
Baruch College
Master of Science (M.S.) Accounting, summa cum laude
Deloitte & Touche, LLP October 2012 - Present
Skills
Financial Reporting, Financial Accounting, External Audit, Auditing
Education
Brooklyn College 2011 — 2012
M.S. Accounting
Roger Williams University 2008 — 2011
B.S. Business Administration, Accounting
Deloitte June 2013 - Present
Deloitte & Touche LLP January 2011 - Present
Deloitte & Touche LLP June 2009 - January 2011
Deloitte & Touche, LLP September 2005 - June 2009
Deloitte & Touche, LLP April 2003 - September 2005
Skills
Performance Management, Human Resources, Recruiting, Budgets, Training, Leadership, Customer Service, Payroll, Management, Project Management, Employee Benefits, Process Improvement, Change Management, System Administration, Business Process..., Program Management, Project Planning, Coaching, Strategic Planning, Policy, Accounting, Financial Reporting, Management Consulting, Administrative...
Education
Broward Community College 1975 — 1976
Liberal Arts Coursework
Deloitte Faculty Training - Certificate of Completion
Deloitte & Touche, LLP August 2008 - Present
Skills
CPA, Internal Controls, IFRS, Financial Accounting, Sarbanes-Oxley Act, External Audit
Education
Boston University 2004 — 2008
Bachelor of Science (BS), Business Administration
Deloitte & Touche, LLP October 2012 - Present
Deloitte & Touche, LLP October 2007 - September 2012
Skills
Auditing, Accounting, Internal Controls, US GAAP, External Audit, CPA, Big 4, Financial Audits, Financial Statements, SEC filings, Financial Modeling, SEC Filings
Education
Bucknell University 2003 — 2007
Bachelor of Science, Accounting
Cacique Inc. March 2015 - Present
Southern California Edison February 2010 - February 2015
Mitsubishi Motors October 2005 - March 2009
Golden State Foods September 2003 - September 2005
Deloitte & Touche, LLP April 1998 - May 2003
Franklin Templeton Group 1997 - 1998
Lotus Development Corporation 1994 - 1997
Skills
Windows Server, Active Directory, Microsoft Exchange, Disaster Recovery, Data Center, ITIL, VMware, Visio, Security, DNS, Unix, Process Improvement, VMware ESX, SAN, System Administration, VPN, Switches, Technical Support, Virtualization, Antivirus, Citrix Metaframe, Server Administration, Troubleshooting, Servers, TSM, DHCP, Networking, NetApp, Group Policy, Cisco Technologies, Red Hat Linux, NetApp Filers, Backup Solutions
Education
Brigham Young University 1984 — 1991
B.S. & M.S., Statistics
Warbird Consulting Partners, LLC April 2014 - Present
Warbird Consulting Partners, LLC January 2011 - April 2014
Huron Consulting Group July 2007 - January 2012
Callaway Partners December 2003 - May 2007
InterContinental Hotels Group May 2002 - December 2003
InterContinental Hotels Group July 2001 - May 2002
InterContinental Hotels Group August 2000 - July 2001
InterContinental Hotels Group July 1999 - August 2000
Robert W. Woodruff Foundation June 1998 - July 1999
Deloitte & Touche, LLP June 1995 - June 1998
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Healthcare, Operations Management, sales, Account Management, Internal Controls, Recruiting, Sarbanes-Oxley Act, Auditing, Forecasting, Sales, Managerial Finance, Business Process, Due Diligence, Business Strategy, Risk Management, Acquisition Integration, Forensic Accounting, Management Consulting, Project Management, Analysis, Process Improvement, Banking, Sarbanes-Oxley, Budgets, Restructuring, Change Management, Start-ups, Consulting, Internal Audit, Financial Modeling, SEC filings, Business Development, Leadership, Financial Services, GAAP, Human Resources, Cash Flow, Project Planning, Finance, Cash Management, Strategy, Mergers & Acquisitions, Business Process..., Business Planning, Corporate Finance, Consolidation
Education
University of Massachusetts, Amherst 1992 — 1995
Bachelor, Business Administration; Accounting
Bryant College 1991 — 1992
PRJONES Consulting June 2015 - Present
CorePower Yoga April 2014 - June 2015
Noodles & Company December 2010 - March 2014
Noodles & Company August 2007 - December 2010
Deloitte October 2003 - May 2007
Deloitte & Touche, LLP 2003 - 2007
Skills
Accounting, Financial Analysis, Financial Reporting, US GAAP, Sarbanes-Oxley Act, SEC filings, General Ledger, Cash Flow, Auditing
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
CCH, a Wolters Kluwer business May 2008 - Present
Marcia Fritz & Company, CPAs September 2005 - December 2007
Sides Accountancy Corporation February 2005 - July 2005
Indoor Sun Systems, Inc. dba TanAmerica October 1999 - September 2004
Sides Accountancy September 1998 - September 1999
Deloitte & Touche, LLP June 1997 - August 1998
Integrated Surgical Systems February 1996 - May 1997
Integrated Surgical Systems June 1993 - January 1996
Integrated Surgical Systems June 1992 - May 1993
Skills
Accounting, Tax, Financial Reporting, Corporate Tax, Auditing, Small Business, Management Consulting, Tax Preparation, Analysis, Budgets, Leadership, Payroll, Professional..., Management, Account Reconciliation
Education
Golden Gate University 1992 — 1996
Certificate Program, Accounting
CSU Sacramento 1981 — 1992
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Deloitte & Touche LLP August 2013 - Present
Deloitte & Touche LLP September 2011 - August 2013
Deloitte & Touche, LLP January 2010 - March 2010
First City Financial Corporation May 2009 - August 2009
First City Financial Corporation May 2008 - August 2008
Skills
Auditing, Financial Statements, Accounting, SEC filings, US GAAP, CPA, GAAP, Sarbanes-Oxley Act, External Audit
Education
Baylor University - Hankamer School of Business 2010 — 2011
Master of Accountancy, Accounting
Baylor University - Hankamer School of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Deloitte & Touche, LLP March 2001 - Present
Skills
Training, Career Counseling, Process Improvement, Research, Management, Management Consulting, Customer Service, Project Management, Employee Benefits, Microsoft Office, Accounting, Risk Management, Human Resources, Business Process..., Program Management, Financial Analysis, Performance Management, Business Analysis
Education
Capella University 2009 — 2012
Masters of Education, Training and Performance Improvement
Bank of America Merrill Lynch June 1997 - Present
Deloitte & Touche, LLP September 1991 - May 1997
Lockheed Martin January 1986 - August 1991
Skills
Prime Brokerage,..., Broker-dealer..., Financing Products, Operational processes &..., Financial and..., Corporate Finance, Mergers & Acquisitions, Risk Management, Financial Modeling, Business Strategy
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
Master of Business Administration (M.B.A.), Accounting
Columbia University in the City of New York 1981 — 1985
Bachelor of Science (BS), Chemical Engineering
KPBM Bookkeeping, LLC April 2014 - Present
Deloitte & Touche, LLP January 2014 - March 2014
Flagship Financial Group, LLC, NMLS #3133 May 2013 - December 2013
UHSAA October 2012 - May 2013
Vivint May 2011 - September 2011
global background checks June 2010 - February 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Sales, Budgets, Data Entry, Teamwork, QuickBooks, Public Speaking, Data Analysis, Accounting
Education
Brigham Young University 2010 — 2015
Accounting
Deloitte & Touche, LLP October 2012 - Present
Deloitte &Touche, LLP October 2012 - August 2014
Education
Brigham Young University
Bachelor's Degree, Accounting
Valeant Pharmaceuticals February 2014 - June 2014
Amarin Corporation December 2012 - August 2013
First Solar April 2008 - October 2009
Verizon Wireless April 2004 - April 2008
Verizon Wireless May 2001 - April 2004
Deloitte & Touche, LLP June 1997 - August 1999
Skills
PeopleSoft Financial, PeopleSoft nVision, PeopleSoft Query Manager, JDE Enterprise One, Oracle, Timberline Accounting, Microsoft Dynamics, Lawson General Ledger, QuickBooks, Prophix, Hyperion Enterprise, Business Objects, Visio, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Auditing
Education
Centenary College 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rider University 1994 — 1996
Bachelor of Science (BS), Accounting
UBS Financial Services, Inc. 2008 - Present
Morgan Stanley 2003 - 2008
Murphy, Hesse, Toomey & Lehane, LLP 2002 - 2003
Deloitte & Touche, LLP 1996 - 2002
Education
Boston University School of Law 1998 — 2001
LL.M., Tax Law
Syracuse University College of Law 1993 — 1996
J.D., Business Law
University of Vermont 1987 — 1991
B.S., Business
Advanced Commercial Capital, Inc. July 2006 - Present
Clove & Associates, CPAs June 2000 - Present
Deloitte & Touche, LLP June 1998 - June 2000
Skills
Invoice Discounting, Freight Bill Factoring, Tax Consulting, Factoring, Corporate Tax, QuickBooks, Outsourcing, Capital, Business Advisory, Cash Flow, Accountants, Tax, Commercial Finance, Tax Preparation, Financial Planners, Finance, Accounting, Corporate Finance
Education
Brigham Young University - Marriott School of Management 1998 — 1999
Master, Accounting
Brigham Young University 1996 — 1999
Bachelor of Science, Accounting
EDF Renewable Energy May 2012 - Present
Fluor September 2004 - May 2012
Certus Corporation December 2001 - September 2003
Talega Pest Control, Inc October 2000 - November 2001
Deloitte & Touche, LLP September 1998 - September 2000
Education
Brigham Young University 1991 — 1998
Master/BS in Accountancy, Professional Emphasis
Deloitte & Touche, LLP August 2006 - Present
Skills
Consulting, Strategy, Project Management, Enterprise Risk..., Management Consulting, Governance, Internal Controls, Financial Modeling, Financial Analysis, Due Diligence, Risk Management
Education
Bucknell University 2002 — 2006
B.S.B.A., Business Management
Ernst & Young LLP December 2014 - Present
Deloitte & Touche, LLP September 2013 - November 2014
Deloitte & Touche, LLP September 2011 - September 2013
Skills
Auditing, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, US GAAP, Financial Analysis, GAAP, Microsoft Excel, Microsoft Office, PowerPoint, Access, General Ledger, Data Analysis, Microsoft Word, Account Reconciliation, Accounts Payable
Education
Bowling Green State University 2007 — 2011
BSBA, Accounting, International Business
Corden Pharma Colorado November 2011 - Present
Sandoz US March 2008 - August 2011
Sandoz US November 2002 - March 2008
J.D. Edwards January 2000 - November 2002
Deloitte & Touche, LLP November 1998 - January 2000
Akzo Nobel Nonwovens, Inc. April 1996 - November 1998
Rosemont Pharmaceutical Corp (Parent Company: Akzo Nobel) January 1989 - April 1996
Skills
Supply Chain, Procurement, Inventory Management, Planning, Distribution Management, Software Implementation, Project Planning, Pharmaceutical Industry, Distributed Team..., Warehousing, Purchasing, ERP, Supply Chain Management, Cross-functional Team..., Strategic Sourcing, Continuous Improvement, SAP, Six Sigma, GMP, Quality Assurance, Manufacturing, Process Improvement
Education
SUNY Binghamton 1986 — 1988
MBA, Operations Management
University of Colorado at Boulder 1982 — 1986
Bachelor of Science, Chemical Engineering
HHCBR July 2015 - Present
Toro Accountng & Consulting Services, LLC, Certified Pucblic Accountant September 2005 - June 2015
Imerys Rio Capim Caulim January 2003 - December 2005
Imerys January 2001 - December 2003
Scotiabank de Puerto Rico January 1999 - December 2001
KPMG, LLP January 1996 - January 1999
YLISÁSTIGUI, ORÓL & CO January 1995 - December 1995
DELOITTE & TOUCHE, LLP January 1993 - January 1994
FLORIDA DEPARTMENT OF REVENUE January 1991 - January 1992
Skills
Financial Reporting, Auditing, Due Diligence, Management, Accounting, Internal Controls, Finance, Financial Analysis, Mergers & Acquisitions, Strategic Planning, CPA, Tax, Financial Statements, General Ledger, Internal Audit, Banking, QuickBooks, Budgets, Leadership, Cost Accounting, Negotiation, Contract Negotiation
Education
Florida International University - College of Business 1987 — 1991
Bachelors of Accounting, Accounting
US ARMY
Boston University 1985 — 1986
Violin
Commissioned OfficerReserve Officer Training Corps
Stanford Health Care May 2015 - Present
Shutterfly, Inc June 2010 - May 2015
Xand Customer Strategies Inc January 2010 - June 2012
Expedia November 2008 - January 2010
JP Morgan Chase October 2003 - December 2008
Diamond Management & Technology Consulting July 1999 - October 2003
Deloitte & Touche, LLP June 1995 - July 1997
Board of Governors of the Federal Reserve System February 1994 - May 1995
McMaster-Carr Supply Company May 1993 - February 1994
Skills
Analytics, CRM, E-commerce, Start-ups, Program Management, Strategy, Business Strategy, Product Management, Leadership, Executive Management, Product Development, Operations Management, Marketing Strategy, Integration, Call Centers, Process Improvement, Analysis, Web Applications, Healthcare, Market Development, Contact Center..., Information Technology, Financial Analysis, Project Management, Financial Services, Positioning, Digital Strategy, Information Architecture, Customer Service, Customer Retention, Contract Negotiation, Customer Experience, Contact Center Strategy, Intelligent Call Routing, Contact Center..., Contact Center..., Contact Center..., Roadmap Creation, Preparing Business Cases, Technology Roadmapping, Strategic Roadmaps, Pre-press Operations, Information Systems
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MBA
University of Pennsylvania - The Wharton School 1989 — 1993
BS/BA in Economics
Radford High
McClintock & Associates, P.C. 2013 - Present
Alpern Rosenthal 2008 - 2013
Ernst & Young 2004 - 2008
Deloitte & Touche, LLP 2001 - 2004
Cardinal Health 1996 - 1998
Skills
Tax, Tax Advisory, Employment Tax, S Corporations, Corporate Tax, Income Tax, International Tax, Business Valuation, Tax Accounting, Financial Reporting, C Corporations, Mergers and Acquisitions, Executive Compensation..., Fringe Benefit Taxation
Education
Capital University Law School 1998 — 2001
J.D., Tax and Business Law
Yale University 1992 — 1996
B.A., Economics
Self - Employed Attorney January 2010 - Present
JC Penney 2007 - 2010
BDO USA, LLP 2004 - 2007
Deloitte & Touche, LLP 2002 - 2004
Arthur Andersen/KPMG 2000 - 2002
Skills
Legal Research, Tax Law, Litigation, International Tax, Income Tax, Commercial Litigation, Legal Assistance, Legal Writing, Corporate Tax, Litigation Support, Estate Planning, Business Strategy, Partnership Taxation, Probate and Estate..., Tax, Restructuring, Corporate Law, Legal Advice, Mergers & Acquisitions, Transfer Pricing
Education
University of Denver Graduate Tax Program 1999 — 2000
Master of Laws (LLM), Tax
Texas Tech University School of Law 1990 — 1993
Doctor of Law (JD), Law
Baylor University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Economics and Finance
Shea Nerland Calnan LLP September 2011 - Present
Meyers Norris Penny, LLP February 2011 - June 2011
Deloitte & Touche, LLP February 2010 - February 2011
Ernst & Young, LLP October 2007 - December 2008
International Tax Advisors June 2002 - July 2007
United States Marine Corps June 1994 - June 1998
Skills
Corporate Tax, Auditing, Restructuring, Tax, Income Tax, International Tax, Project Management, Analysis, Transfer Pricing, Management, Financial Planners, Accounting, CPA, Mergers, Big 4, Tax Law
Education
DePaul University College of Law
LL.M., Master of Laws in Taxation
DePaul College of Law
J.D., Juris Doctorate
Campbell University
B.B.A., Bachelor of Business Administration
Deloitte August 2014 - Present
Deloitte & Touche, LLP August 2013 - Present
Deloitte & Touche September 2008 - August 2013
Education
Ball State University - College of Business 2004 — 2008
Bachelors of Science, Accounting
Deloitte & Touche, LLP August 2015 - Present
Boston College Carroll Graduate School of Management July 2014 - June 2015
WT Phelan Insurance June 2013 - September 2013
Dream Careers Inc. September 2011 - May 2012
Karmaloop.com June 2011 - August 2011
Skills
Excel, PowerPoint, Social Networking, Linear Programming, Econometrics, SPSS, Stata, LaTeX, Digital Marketing, Financial Accounting, CSS, HTML scripting, Economics, Microsoft Excel
Education
Boston College 2010 — 2014
Bachelor's Degree, Economics & Mathematics
John Cabot University 2013 — 2013
Buckingham Browne & Nichols High School 2006 — 2010
GroupM January 2011 - Present
Warner Music Group January 2010 - January 2011
Deloitte & Touche, LLP October 2003 - October 2009
Skills
US GAAP, Internal Controls, Auditing, IFRS, CPA, Budgets, Revenue Recognition, Sarbanes-Oxley, Finance, IPO, SEC filings, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Financial Modeling, GAAP, Accounting, Consolidation, External Audit, Tax
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
Bachelor of Science, Management; Accounting and Marketing
University of New South Wales 2002 — 2002
New York University August 2010 - Present
Mohler, Nixon and Williams June 2006 - July 2010
Deloitte & Touche, LLP September 2004 - June 2006
City of Grover Beach, CA September 2000 - August 2004
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor of Science, Accounting and Finance, Economics minor
Deloitte September 2013 - Present
Deloitte & Touche August 2010 - August 2013
Deloitte & Touche September 2008 - September 2010
Deloitte & Touche, LLP September 2008 - September 2009
Arrow Bookkeeping October 2006 - September 2008
Skills
Bookkeeping, US GAAP, Financial Reporting, Financial Statements, Internal Controls, Sarbanes-Oxley Act, Accounting, QuickBooks, Accounts Payable, Auditing, Internal Audit, Cash Flow, Accounts Receivable, Account Reconciliation, CPA, Journal Entries, Income Tax
Education
Bowie State University 2003 — 2008
Bachelor of Science, Accounting
Bowie State University 2003 — 2008
Bachelor of Science (B.S.), Accounting
Bank of America November 2009 - Present
Washington Mutual/Chase February 2003 - October 2009
Rockwell Collins July 2000 - January 2003
Deloitte & Touche, LLP January 1998 - July 2000
Education
Chapman University 1997 — 2000
Masters, Human Resources
Chapman University 1995 — 1997
BA, Liberal Studies
Fountain Valley High School 1989 — 1993
Pension Assurance LLP November 2014 - Present
CNM LLP April 2014 - October 2014
Deloitte & Touche, LLP September 2011 - December 2013
CNM LLP May 2010 - August 2011
Beta Alpha Psi December 2010 - May 2011
Becker Professional Education August 2009 - May 2011
Beta Alpha Psi December 2009 - December 2010
VITA 2009 - 2010
Beta Alpha Psi August 2009 - December 2009
Beta Alpha Psi January 2009 - May 2009
Skills
Audits of Employee..., 401k, Auditing, Employee Benefits, Financial Accounting, Internal Controls, Assurance, US GAAP, Microsoft Office, Financial Statements, PowerPoint
Education
California State University-Northridge 2008 — 2011
BS, Accountancy/Finance
Los Angeles Mission College
Minsk State Linguistic University
Moorpark Community College
Deloitte & Touche, LLP September 2013 - Present
Deloitte & Touche, LLP September 2011 - August 2013
Skills
Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, IT Audit, Risk Assessment, Sarbanes-Oxley, Management Consulting, Risk Management..., Microsoft Excel, Microsoft Office, IT Controls, External Audit, COSO, SAS70, ITGC, CISSP
Education
Boston College 2007 — 2011
Bachelor of Science, Management with Concentrations in Finance and Accounting Information Systems, Cum Laude
Defense Contract Audit Agency September 2013 - Present
Defense Contract Audit Agency September 2010 - September 2013
Westbrook Bastrire Edwards September 2008 - September 2010
Goodman and Company August 2007 - June 2008
Deloitte & Touche, LLP September 2004 - August 2007
Skills
Internal Controls, Auditing, Tax, Financial Reporting, GAAP, Accounting, Sarbanes-Oxley Act, QuickBooks, Income Tax, Financial Analysis, Financial Accounting, Strategic Financial..., Forensic Accounting, Forecasting, Tax Research, Internal Audit, Tax Accounting, Financial Modeling, Bookkeeping, Accounts Payable, CPA, Tax Preparation, Financial Statements, Assurance, Corporate Tax, Fixed Assets, Due Diligence, Cash Flow, External Audit, Revenue Recognition, Variance Analysis, Cost Accounting, General Ledger, Account Reconciliation, Tax Returns, Accruals, Bank Reconciliation, Microsoft Excel, SEC filings, Managerial Finance
Education
Berry College 2000 — 2004
Bachelor of Science
Berry College - Campbell School of Business 2000 — 2004
Bachelor of Science
Deloitte September 2015 - Present
University at Albany August 2013 - May 2015
Deloitte & Touche, LLP June 2014 - July 2014
LeverPoint Management, LLC January 2014 - May 2014
The Ayco Company, L.P. May 2011 - August 2013
Global Equity Fund January 2011 - April 2011
Global Financial Advisors August 2010 - December 2010
Raymond James Financial Services, Inc. May 2010 - September 2010
Skills
Series 7, Microsoft Excel, Bloomberg, Equity Research, Financial Accounting, Financial Statement..., Microsoft Office
Education
State University of New York at Albany
Master of Science, Accounting
Brigham Young University
Bachelor of Science, Business Management: Finance
Plymouth Poultry Company June 2013 - Present
PCC Aerostructures / Primus International July 2011 - June 2013
MTR Western 2009 - May 2011
Allyis September 2007 - March 2009
Deloitte & Touche, LLP September 2004 - September 2007
Skills
Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Financial Analysis, Consolidation, Forecasting, Sarbanes-Oxley Act, US GAAP, Cash Flow, Budgets, Financial Accounting, Cost Accounting, General Ledger
Education
Central Washington University 2003 — 2004
Master of Accountancy, Accounting
Central Washington University 2000 — 2003
Bachelor of Science, Accounting
Columbia River High School
ExtraTeam, an SPS Company March 2015 - Present
ExtraTeam August 2014 - March 2015
ExtraTeam March 2012 - March 2015
Deloitte & Touche, LLP April 2000 - August 2002
Arthur Andersen, LLP July 1996 - April 2000
Arthur Andersen LLP February 1992 - July 1996
Skills
Data Center, Business Process, Disaster Recovery, SaaS, Management Consulting, Cloud Computing, Virtualization, SharePoint, Project Management, Professional Services, Microsoft Exchange, VoIP, Unified Communications, Security, IIS, Managed Services, Troubleshooting, Software Development, Microsoft Technologies, Integration, Solution Selling, Windows Server, Cisco Technologies, Active Directory, Team Building, Lync, Office 365
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
Master of Business Administration (M.B.A.), Information Technology
CSU Chico 1985 — 1989
Bachelor's degree, Accounting
Mars Hill Fellowship, Inc. 2015 - Present
Mars Hill Church 2011 - 2014
Cornerstone Christian Fellowship, Inc. 2009 - 2011
Central Christian Church of Arizona 2007 - 2009
Deloitte & Touche, LLP 1998 - 2007
United States Navy 1989 - 1994
G&D Constructions 1988 - 1989
Skills
Leadership, Team Building, Leadership Development, Process Improvement, Budgets, Strategic Planning, Management, Training, Coaching, Team Leadership, Non-profits, Cross-functional Team..., Enterprise Risk..., New Business Development, General Operations..., Budgeting and Cost..., Construction Processes, Sarbanes-Oxley..., Problem Resolution and..., Financial Analysis, Human Resource Functions, Retail Management, Strategic Planning and...
Education
University of Washington 1996 — 1998
Bachelor's Degree, Business Administration, Accounting & Information Systems
Bellevue College 1994 — 1996
Associate in Arts and Sciences
Religious, Christian 1984 — 1987
Christian Education
Elevation Solar June 2015 - Present
Wells Fargo Securities July 2011 - Present
Citigroup June 2010 - August 2010
Sage Capital, LLC May 2007 - September 2009
Deloitte & Touche, LLP August 2006 - May 2007
Skills
Accounting, Cash Flow, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Risk, Forecasting, Internal Controls, Investments, Mergers, Strategy, Venture Capital, Valuation, Analysis, Private Equity
Education
Brigham Young University 2009 — 2011
MBA, Finance and Strategy
Brigham Young University 2003 — 2006
Bachelor, Accounting
Alvarez & Marsal 2006 - Present
Navigant Consulting, Inc. 2004 - 2006
Deloitte & Touche, LLP 2000 - 2004
PricewaterhouseCoopers, LLP 1998 - 2000
Coopers & Lybrand LLP 1996 - 1998
Pardue, Heid, Church, Smith & Waller, Inc. 1995 - 1995
Gallagher Appraisal Company 1991 - 1994
Consulting Engineers Partnership, Ltd. 1982 - 1990
Skills
Expert Witness, Consulting, Arbitration, Real Estate, Litigation Support, Mediation, Claim, Litigation, Appraisals, Leases, Due Diligence, Insurance, Analysis, Civil Litigation, Fraud, Dispute, Trials, Project Management, Strategy, Management, Strategic Planning, Leadership, Financial Analysis
Education
University of Florida 1994 — 1996
Master of Arts
Cardiff University / Prifysgol Caerdydd 1978 — 1982
Bachelor of Engineering
DIRECTV July 2014 - Present
DIRECTV July 2012 - June 2014
Bank of America July 2011 - July 2012
Bank of America January 2008 - December 2011
Bank of America June 2006 - January 2008
Bank of America April 2005 - June 2006
Pepsi Bottling Group May 2004 - August 2004
Deloitte & Touche, LLP January 2000 - January 2003
Skills
Performance Management, Onboarding, Leadership, Employee Relations, Leadership Development, Management, Talent Management, Training, Talent Acquisition, Human Resources
Education
Marriott School of Management, Brigham Young University 2003 — 2005
Master of Business Administration, Human Resources Emphasis
Idaho State University 1998 — 2000
Bachelor, Business Administration; Accounting & Computer Information Systems
Ricks College 1997 — 1998
Associate Degree, Business Adminstration
Grand Island Senior High 1991 — 1994
High School Graduate
FTS International December 2013 - Present
Texland Petroleum September 2011 - December 2013
DELOITTE & TOUCHE, LLP August 2009 - December 2010
DELOITTE & TOUCHE, LLP August 2006 - August 2009
DELOITTE & TOUCHE, LLP August 2004 - August 2006
Spitzer & Parker, LLC January 2002 - May 2004
Fort Worth International Center 2000 - 2001
Skills
Internal Controls, Auditing, Accounting, Tax, Finance, Valuation, Income Tax, Tax Returns, US GAAP, Sarbanes-Oxley Act, Financial Reporting, GAAP, IFRS, Consolidation
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2004
BBA, MAc, Accounting
Texas Wesleyan University 2000 — 2001
Accounting
Belarusian State Economic University 1998 — 2000
International Economic Relations ("MEO")
Alvarado High School 1998 — 1999
Green Tree Servicing November 2013 - Present
CHS June 2006 - November 2013
Supervalu Inc September 2003 - June 2006
Deloitte & Touche, LLP September 2001 - September 2003
Skills
Accounting, Auditing, General Ledger, Financial Analysis, Financial Reporting, Financial Statements, Accounts Payable
Education
St. Cloud State University 2005 — 2007
Master, Business Administration
Bethel University 1997 — 2001
Bachelor of Arts; emphases, Business; Accounting and Finance
UNIVERSITY OF MINNESOTA
Whittier Trust Company March 2015 - Present
Oaktree Capital Management September 2012 - March 2015
Western Asset Management August 2008 - September 2012
Indymac Bank August 2006 - August 2008
Indymac Bank January 2006 - August 2006
Indymac Bank November 2002 - December 2005
Deloitte & Touche, LLP September 1999 - November 2002
Skills
Microsoft Excel, Microsoft Access, Crystal Reports, SQL, PowerPoint, Cognos EP, Cognos BI, Bloomberg, Coda, Microsoft Word
Education
Bucknell University 1995 — 1999
BSBA, Accounting
HCP February 2015 - Present
HCP August 2014 - February 2015
Deloitte & Touche, LLP September 2012 - August 2014
Deloitte & Touche August 2010 - August 2012
Deloitte & Touche September 2007 - August 2010
Skills
Accounting, IFRS, US GAAP, Auditing, Financial Statements, Hedge Accounting, Valuation, Risk Management, Banking, SEC filings
Education
Biola University 2003 — 2007
Bachelor's degree
Oracle December 2010 - Present
Oracle January 2013 - June 2013
Perry-Smith LLP (now known as Crowe Horwath LLP) October 2008 - November 2010
Deloitte & Touche, LLP July 2004 - October 2008
The Linscheid Company 2003 - 2004
Skills
Oracle Applications, Audit Applications, General Computer..., Enterprise Risk..., IT Governance, Internal Controls, SOX, Audit, Auditing, Sarbanes-Oxley Act, IT Audit, Governance, Information Technology, Enterprise Software, Leadership, Management Consulting, Business Process..., ERP, SDLC, Internal Audit, Management, Consulting, Project Management, Business Analysis
Education
California State University Chico 2002 — 2004
Bachelor of Science (B.S.), Management Information Systems
California Polytechnic State University-San Luis Obispo 1999 — 2002
Management Information Systems
University of Maryland College Park 2001 — 2001
Hardin County Schools July 2011 - Present
Hardin County Schools July 2007 - July 2011
Deloitte & Touche, LLP 1997 - 1999
Skills
Teacher Training, Educational Leadership, K-12, Curriculum Design, Educational Technology, Curriculum Development, Staff Development, Literacy, Classroom Management, Differentiated..., Instructional Technology, Elementary Education, Program Management, Training, Leadership, Public Speaking, Strategic Planning, Leadership Development, Teaching, Higher Education, Classroom, Instructional Design
Education
Western Kentucky University 2015 — 2017
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration
Chapman University 2000 — 2002
Master's degree, Public Administration
California State University-San Bernardino 1995 — 1997
Bachelor of Science (BS), Accounting
CBIZ Tofias & Mayer Hoffman McCann P.C. January 2015 - Present
Telerik, Inc August 2013 - January 2015
Nuance Communications February 2010 - August 2013
Deloitte & Touche Tax Technologies February 2006 - February 2010
Electronics for Imaging, Inc May 2000 - February 2006
Arthur Andersen, LLP March 1998 - May 2000
Millipore Corporation June 1995 - February 1998
Deloitte & Touche, LLP September 1988 - June 1995
Cullinet Software, Inc July 1986 - September 1988
Skills
Tax Accounting, SEC filings, International Tax, Tax, Sarbanes-Oxley Act, Corporate Tax, Transfer Pricing
Education
Bentley University 1990 — 1995
Masters of Tax, Taxation
Boston College 1982 — 1986
Bachelor of Science (BS), Business/Finance
Deloitte January 1980 - Present
Deloitte & Touche, LLP 2006 - 2011
Deloitte 2005 - 2006
Skills
Accounting, Auditing, Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Healthcare, Internal Controls, Management Consulting, Mergers, SEC filings, SEC Filings, Business Process..., Business Strategy, Leadership, Strategic Planning, Strategy, Process Improvement
Education
Capital University 1976 — 1980
B.S., Accounting
Bank of America February 2008 - Present
Meridias Capital 2006 - 2007
Countrywide Bank 2004 - 2006
Countrywide Financial 2002 - 2006
Countrywide Home Loans 2002 - 2004
Deloitte & Touche, LLP 1999 - 2002
Aon Capital Markets / SRS 1996 - 1999
Skills
Portfolio Management, Credit Risk, Transaction Management, Mortgage Lending, Credit, Capital Markets, Financial Modeling, Valuation, Residential Mortgages, Credit Cards, Loans, MBS, Banking, Fixed Income, Derivatives, Risk Management, Underwriting, Bloomberg, Mortgage Banking, Financial Analysis, Financial Services, Finance, Financial Risk, Credit Analysis, Management, Structured Finance, Trading, Investments
Education
University of Southern California - Marshall School of Business 2000 — 2002
Master of Business Administration (MBA), Finance and Info Systems
Brigham Young University 1993 — 1996
BS, International Finance, Japanese
Silicon Valley Bank July 2013 - Present
Camp Fire Minnesota July 2011 - Present
Deloitte & Touche, LLP September 2012 - August 2013
Deloitte & Touche LLP September 2010 - August 2012
Skills
US GAAP, Sarbanes-Oxley Act, Internal Controls, CPA, GAAP, Auditing, SEC filings, Accounting, Microsoft Office, External Audit, Financial Accounting, SEC Filings, Financial Analysis
Education
Butler University 2005 — 2009
Bachelors, Accounting, MIS
Pacific Bay Management Corporation/Restaurant Tax Solutions,LLC/PB Construction Accounting & Tax July 2006 - Present
Panda Restaurant Group December 1997 - June 2006
Deloitte & Touche, LLP January 1995 - December 1997
Skills
Accounting, Tax, Income Tax, Bookkeeping, Financial Analysis, Microsoft Office, Customer Service, Budgets, Team Building, Forecasting, Microsoft Excel, Strategic Planning, Team Leadership, Mergers, Financial Reporting, Leadership, Microsoft Word, Business Planning, Sales & Use Tax, Sales Tax, Corporate Tax, Income Statement, Payroll, Management, Start-ups, Inventory Management, Tax Preparation, SAP, Financial Modeling, Contract Negotiation, Accruals, Property Tax, Auditing, QuickBooks, Mergers & Acquisitions, Accounts Payable, Access, Cost Accounting, Tax Advisory, Strategy, Analysis, Use Tax, PowerPoint, Real Estate, Tax Research, Business Strategy, Process Improvement, Outlook
Education
Brigham Young University 1992 — 1994
Masters of Accountancy, Tax
New Mexico State University 1989 — 1992
Bachelors of Accountancy
Pattern Energy Group Inc. October 2014 - Present
XOMA Corporation July 2009 - October 2014
ABM Industries, Inc. July 2006 - September 2008
Plantronics, Inc. May 2005 - July 2007
Deloitte & Touche, LLP September 1998 - April 2005
Deloitte 1998 - 2004
Skills
SEC filings, Revenue Recognition, Sarbanes-Oxley Act, GAAP, Financial Reporting, Accounting, Auditing, Financial Analysis, US GAAP, Internal Audit, Internal Controls, Variance Analysis, Forecasting, Financial Modeling, Due Diligence, Mergers, Financial Accounting, IFRS, Big 4, Sarbanes-Oxley, Consolidation
Education
Chartered Accountant School of Business 1999 — 2002
CA, Accounting
The University of British Columbia 1995 — 1998
BA, Finance & Accounting
Capilano University 1991 — 1994
BA, Finance
Pepperidge Farm Independent Distributor June 2013 - Present
Schneider Electric March 2004 - April 2013
Sun Life Financial March 1999 - March 2002
Deloitte & Touche, LLP September 1997 - October 1998
New England Financial June 1987 - September 1997
Skills
Marketing Communications, Marketing, Trade Shows, Advertising, Marketing Strategy, Project Management, Cross-functional Team..., Program Management, Development of..., Management, Strategy, Product Marketing, Training, Product Management, Event Planning, Event Management, Corporate Events, Managing Events, Budgets, Internal Communications, Account Management, Marketing Budget..., Program Management..., Meeting Planning, Conference Logistics, Strategic Planning, Project Planning, Team Management, Market Planning, Marketing Management, Corporate Communications
Education
Bentley University
University of Massachusetts, Amherst
BS
Muirfield Accounting and Advisory Services May 2015 - Present
ADA Carbon Solutions June 2015 - September 2015
Parker Hannifin November 2012 - May 2015
Velcon Filters (Acquired by Parker Hannifin) 2010 - May 2015
Steven S Fradin, CPA 2009 - 2010
Holthouse Carlin & Van Trigt 2007 - 2009
Triple Net Properties 2005 - 2007
RBF Consulting 2001 - 2005
Steven S Fradin, CPA 1998 - 2001
Deloitte & Touche, LLP 1993 - 1998
Skills
Manufacturing, Financial Reporting, Accounting, Audit, External Audit, Internal Controls, Budgeting, General Ledger, Financial Analysis, Forecasting, Strategic Planning, Auditing, Revenue Recognition, Excel, Microsoft Office, Internal Audit, GAAP, Word, Analysis, Planning, Quickbooks, Cost Accounting, Financial Accounting, Cash Management, Inventory Management, Financial Management, Reconciliation, Foreign Currency, Budgets, Finance, Microsoft Excel, Managerial Finance, Project Planning, Account Reconciliation, QuickBooks
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1987 — 1991
Bachelor of Arts, Accounting
TIAA-CREF June 2015 - Present
TIAA-CREF November 2012 - Present
Deloitte & Touche, LLP January 2012 - November 2012
Deloitte Consulting December 2007 - January 2012
US Department of Labor, EBSA January 2007 - May 2007
New York State Supreme Court 2005 - 2006
Towers Perrin May 2001 - April 2004
American Management Systems (AMS) July 2000 - April 2001
Skills
Risk Management, Employee Benefits, Employment Law, Strategy, Insurance, Business Process, Mergers & Acquisitions, Leadership, Change Management, Banking, Quality Assurance, Finance, Enterprise Risk..., Business Process..., Consulting, Financial Services, Financial Risk, Due Diligence
Education
Brooklyn Law School
Juris Doctor
Temple University - Fox School of Business and Management
Master of Business Administration, RISK MANAGEMENT & INSURANCE
Howard University, School of Business
Bachelor of Business Administration, ACTUARIAL SCIENCE & INSURANCE
Deloitte August 2015 - Present
Deloitte & Touche, LLP May 2015 - August 2015
Deloitte & Touche, LLP September 2013 - May 2015
Morgan Stanley May 2012 - August 2012
Novo Nordisk A/S May 2011 - August 2011
Skills
Financial Reporting, Finance, Auditing, Due Diligence, Accounting, External Audit, US GAAP, Social Media, Research, PowerPoint, Microsoft Excel, Microsoft Office, Internal Controls
Education
Boston University - School of Management 2009 — 2013
BSBA, Accounting and Finance, Magna Cum Laude
Boston University
athenahealth April 2014 - Present
Deloitte April 2012 - March 2014
Deloitte August 2011 - April 2012
Deloitte & Touche, LLP August 2006 - August 2011
Skills
Auditing, Sarbanes-Oxley Act, Internal Controls, US GAAP, SEC filings
Education
Boston College 2001 — 2006
BS, MS, Accounting
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2006
BS, MS, Business/Accounting
GroupeSTAHL Sales Alliance January 2013 - Present
Compuware July 2012 - December 2012
Red Level Networks 2004 - June 2012
Deloitte & Touche, LLP 2005 - 2008
Skills
Flash, JavaScript, ActionScript, Captivate, HTML 5, Web Development, User Experience, PHP, Photoshop, HTML, XML, CSS, Web Design, Mobile Applications, Web Applications, Illustrator, SCORM, User Interface Design, Dreamweaver, E-Learning, WordPress, HTML5, Information Architecture
Education
Bowling Green State University 1996 — 2002
First Niagara Bank, N.A. 2013 - Present
HSBC Bank USA, N.A. 2011 - 2013
Deloitte & Touche, LLP 2008 - 2011
Skills
Financial Analysis, Auditing, Finance, Internal Controls, Financial Reporting, Microsoft Office, Financial Accounting, Accounting, Microsoft Excel, Sarbanes-Oxley Act
Education
Canisius College 2004 — 2008
BS, Accounting
Stifel Financial Corp. September 2013 - Present
AmSouth Investment Services Inc. June 2003 - Present
Morgan Keegan and Company, Inc. January 2007 - September 2013
Allstate Financial Services, LLC January 2000 - May 2003
Deloitte & Touche, LLP May 1997 - January 2000
Securities and Exchange Commission June 1991 - June 1997
Education
Brooklyn Law School
Juris Doctor (J.D.)
St. John's University, New York
Bachelor of Science (B.S.), Finance
The Catholic University of America, Columbus School of Law
Weaver Popcorn March 2012 - Present
Deloitte & Touche, LLP September 2010 - March 2012
The Care Group, LLC 2009 - 2010
Education
Indiana University - Kelley School of Business 2009 — 2010
Masters, Accounting
Ball State University 2005 — 2009
Bachelors, Accounting
Northside Hospital July 2012 - Present
Atlanta Radiology Consultants, PC June 2003 - June 2012
Gaylord Entertainment Company 2000 - 2002
Community Health Systems 2000 - 2000
HCA Healthcare 1997 - 2000
Deloitte & Touche, LLP 1995 - 1997
Skills
Healthcare, Managed Care, Hospitals, Leadership, Credentialing, Healthcare Management, Radiology, Healthcare Information..., Management, Physicians, Operations Management, Strategic Planning, Practice Management, EMR, Revenue Cycle, Performance Improvement, PACS, EHR
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MHA
Belmont University - Jack C. Massey Graduate School of Business 1996 — 1997
MBA
University of Mississippi - School of Business Administration 1995 — 1996
Cumberland University
BBA
Public Consulting Group July 2009 - March 2011
Public Consulting Group October 2007 - July 2009
Deloitte & Touche, LLP May 2005 - August 2005
Hollywood Entertainment Corporation August 2000 - June 2001
Aldine Independent School District July 1997 - August 2000
Skills
Microsoft SQL Server, Microsoft Excel, Access, SSRS, Requirements Analysis, Requirements Gathering, Technical Documentation
Education
State University of New York 2004 — 2005
Binghamton University - School of Management 2001 — 2003
Master of Business Administration (MBA), Management Information Systems, General
Lamar University 1993 — 1997
Bachelors Degree, History
JPMorgan Chase August 2012 - Present
Deloitte & Touche, LLP August 2008 - August 2012
Skills
Business Transformation, Auditing, Sarbanes-Oxley Act, Internal Audit, Business Process, Change Management, Enterprise Risk..., Business Process..., Risk Assessment, Internal Controls, IT Audit, Management Consulting, Strategy
Education
Suny Binghamton •Professional Masters in Business Administration 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
SUNY Binghamton 2004 — 2008
Bachelor of Science (B.S.), Finance and Consulting/Leadership
KPMG October 2013 - Present
Navigant Consulting, Inc. October 2011 - August 2013
Strategy, Finance & Economics, LLC October 2003 - October 2011
Marsh, Inc. (Marsh & McLennan) June 2002 - October 2003
Arthur Andersen LLP June 2001 - June 2002
Deloitte & Touche, LLP January 1997 - June 2001
KPMG, LLP January 1994 - January 1997
Arthur D. Little, Inc. August 1986 - January 1994
National Economic Research Associates, Inc. ("NERA") (Marsh & McLennan subsidiary) August 1984 - August 1986
CBS, Inc. June 1983 - August 1984
Skills
Electricity markets, Energy, Strategy, Renewable Energy, Mergers, Management Consulting, Risk Management, Economics, Business Strategy, Mergers & Acquisitions, Corporate Finance, Program Management, Smart Grid, Corporate Development, Economic Policy, Economic Modeling, Demand Response, Energy Efficiency, International Project..., International, Solar Energy, Energy Policy, Energy conservation, Carbon, Policy Analysis, Sustainablity, Integrated resource..., Econometrics, Alternative Energy, Wind Power, Energy Markets, Energy Management, AMI, Corporate strategy, Econometics, Valuation, Analytics, Strategic Planning, Due Diligence, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1979 — 1981
Sc.M., Finance & Applied Economics
Brandeis University 1975 — 1981
Ph.D., Economics & Politics
Qualtrics June 2015 - Present
Bain & Company August 2013 - Present
Bain & Company August 2011 - July 2013
Bain & Company June 2010 - August 2010
Sprint Nextel October 2006 - May 2009
Deloitte & Touche, LLP September 2004 - October 2006
Skills
CPA, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Mergers, Strategy, Finance, Competitive Analysis, Business Strategy, Management Consulting, Financial Reporting, Strategic Planning, Cross-functional Team..., Entrepreneurship, Data Analysis, Accounting, Mergers & Acquisitions, Change Management, Acquisition Integration, Market Analysis, Process Improvement, Corporate Development, Project Management, Team Leadership, Business Process..., Strategic Consulting, Analytics
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Strategy and Marketing
Brigham Young University 1998 — 2004
BS, MS, Accounting
Capgemini Consulting July 2012 - Present
HSBC July 2008 - June 2012
IBM January 2005 - June 2008
Deloitte & Touche, LLP April 2002 - December 2004
Arthur Andersen March 2001 - March 2002
JP Morgan Chase August 1997 - February 2001
Bank of America August 1994 - July 1997
Skills
Risk Management, Business Analysis, Financial Modeling, Business Process..., Portfolio Management, Banking, Financial Risk, Financial Analysis, Analysis, Analytics, Basel II, Business Intelligence, Capital Markets, Credit, Corporate Finance, Credit Risk, Derivatives, Due Diligence, Enterprise Risk..., Equities, Finance, Financial Reporting, Financial Services, Fixed Income, Forecasting, Internal Audit, Investment Banking, Investments, Management, Mergers, Relationship Management, Strategic Financial..., Strategy, Valuation
Education
University of Alabama 1990 — 1995
Ph.D., Economics
University of Alabama 1990 — 1993
M.A., Financial Economics
Birla Institute of Technology and Science, Pilani 1985 — 1990
B.S. (Honors), Mechanical Engineering
Birla Institute of Technology and Science, Pilani 1984 — 1990
M.S. (Honors), Economics
CFA Institute
CFA Charter, Investment Management
Cisco Capital October 2010 - January 2014
Cisco August 2006 - June 2009
Cisco January 2005 - July 2005
Cisco December 2001 - December 2004
Cisco October 1999 - November 2001
Deloitte & Touche, LLP June 1999 - August 1999
Nortel Networks, Corp. (Bay Networks) April 1997 - March 1999
Washington Mutual Bank October 1993 - April 1997
Skills
Product Management, Product Marketing, Enterprise Software, Cloud Computing, Pre-sales, Business Process..., Systems Engineering, Pricing Strategy, Microsoft Excel, PowerPoint, Cisco Technologies, Program Management, Strategy, Cross-functional Team..., Windows 7, Pricing Analysis, Inventory Analysis, Channel, Integration, CRM, Customer Retention, Channel Partners, Go-to-market Strategy, Market Pricing, Market Analysis, Internetworking, VoIP, Consulting, Data Center, Switches, Routers, Solution Selling, Apple OS-X, Competitive Analysis, Catalyst Switches, Cisco Routers, Cisco Nexus, Cisco Networking, Solution Architecture, Roadshows, Webcasting, Public Speaking, Cross-functional..., Cross Functional..., Financial Analysis, Financial Markets, Human Factors, Digital Media, Digital Photography, Marketing Strategy
Education
California Polytechnic State University, San Luis Obispo
BSIE, Industrial Engineering
Stanford University 2001 — 2005
Continuing Studies, Courses in Leadership, Ethics, Sales, Marketing, Public Speaking, Branding, Financial Management
Sunroc Building Materials, Inc. January 2010 - Present
Clyde Companies, Inc. January 2008 - February 2010
Clyde Companies, Inc. September 2004 - January 2008
Deloitte & Touche, LLP 2001 - 2004
Franklin Covey Co. 1996 - 1999
Education
Brigham Young University 1996 — 2001
MAcc, Accounting
Benchmark Mortgage (NMLS #2143) November 2008 - Present
Dixon-Hughes, LLP February 2005 - October 2006
Deloitte & Touche, LLP May 2003 - February 2005
Skills
Mortgage Lending, Finance, Wealth, Tax, First Time Home Buyers, Small Business, Investments, Refinance, Retirement Planning, Residential Mortgages, Strategic Financial..., Estate Planning, Financial Advisory, Debt Consolidation, Financial Planners
Education
Bob Jones University 1999 — 2003
Bachelor of Science (BS)
Cancer Genetics, Inc. March 2015 - Present
Emblem Health June 2009 - March 2015
Deloitte & Touche, LLP February 2006 - June 2008
Protiviti Risk Consulting February 2004 - February 2006
Skills
Accounting, Accounts Payable, Internal Audit, Risk Management, Sarbanes-Oxley Act, Visio, Auditing, GAAP, Internal Controls, General Ledger, Hyperion, Financial Analysis, Process Improvement, Variance Analysis, Account Reconciliation, PeopleSoft, Analysis, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
Bachelor, Accounting
CLEARLINK October 2014 - Present
CLEARLINK July 2011 - October 2014
iBAHN April 2010 - July 2011
Omniture / Adobe November 2007 - March 2010
EnticeLabs 2010 - 2010
Deloitte & Touche, LLP August 2006 - November 2007
Brigham Young University September 2004 - August 2006
BYU-Idaho August 2002 - April 2003
Skills
Great Plains Software, Equity Edge, Financial Reporting, Accounting, Financial Accounting, Auditing, SEC reporting, Financial Analysis, Forecasting, Financial Modeling, Excel, Quickbooks, Budgeting, Analysis, Compliance, Audit, Word, Data Analysis, Microsoft Office, PowerPoint, Revenue Recognition, Microsoft Excel, SEC filings, Budgets, QuickBooks, Equities, Microsoft Word, Management, Payroll, Finance, Financial Statements, Cash Flow, Fixed Assets, Account Reconciliation, CPA, US GAAP, Financial Audits, Consolidation, GAAP, External Audit, Sarbanes-Oxley Act, Accounts Payable, Internal Controls, Cash Management, Corporate Finance, Leadership, Accounts Receivable, General Ledger, Tax Preparation, SEC Filings
Education
Brigham Young University 2003 — 2006
MAcc, BA, Accountancy
Brigham Young University - Idaho 1998 — 2002
AAS, General Business
Lake City High School 1994 — 1998
Graduate, High School
Deloitte & Touche, LLP 2006 - Present
Skills
Auditing, Accounting, Financial Reporting, Budgets, GAAP, Internal Controls, Microsoft Excel, SEC filings, CPA
Education
Brigham Young University - Marriott School of Management 2004 — 2006
Masters, Accounting
Brigham Young University 2001 — 2006
Masters, Accounting
Brigham Young University - Marriott School of Management 2000 — 2006
Bachelors, Accounting
Merit Medical Systems, Inc. May 2015 - Present
Merit Medical Systems, Inc. April 2013 - May 2015
Merit Medical Systems, Inc. September 2012 - April 2013
Deloitte & Touche LLP June 2007 - September 2012
Securities Seminars February 2004 - May 2007
Brigham Young University September 2006 - December 2006
Deloitte & Touche, LLP January 2006 - May 2006
Skills
SEC filings, Auditing, Revenue Recognition, GAAP, US GAAP, Internal Controls, CPA, External Audit, Sarbanes-Oxley Act, Accounting, Financial Reporting, Sarbanes-Oxley, Financial Statements, Financial Accounting, Internal Audit, Corporate Tax, Tax, Tax Accounting, IFRS, SEC Filings
Education
Brigham Young University
MAcc, Accounting
Springleaf Financial Services July 2014 - Present
Springleaf Financial Services February 2013 - Present
Deloitte & Touche, LLP January 2007 - February 2013
Sweden Stockholm Mission January 2001 - December 2002
Skills
Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Accounting, Auditing, Accounting, SEC filings, Internal Audit, Analysis, CPA, Financial Statements, Valuation, IFRS, Financial Audits, External Audit, Sarbanes-Oxley, Financial Reporting, Finance, QuickBooks, Corporate Finance, IPO, Business Combinations, SEC Financial Reporting, Business Valuation, Big 4, FASB, US GAAP, Revenue Recognition, Consolidation, Assurance, Financial Analysis, Cash Flow, Due Diligence
Education
Brigham Young University 2004 — 2006
Master of Accountancy, Professional Accounting
Brigham Young University 2004 — 2006
BS, Accounting
Brigham Young University - Idaho 2000 — 2004
Associate, Accounting
California Independent System Operator August 2008 - Present
Deloitte & Touche, LLP September 2006 - August 2008
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, Auditing, CPA, Financial Analysis, General Ledger, Internal Controls, Account Reconciliation, GAAP, US GAAP
Education
California State University-Sacramento 2003 — 2005
bswift June 2014 - August 2015
BT Global Services August 2008 - June 2014
CompTIA May 2008 - October 2008
Intrinsic Technologies March 2008 - May 2008
TransUnion October 2007 - February 2008
TransUnion March 2007 - October 2007
Corn Products International, Inc. July 2002 - March 2007
iMask 2000 - 2001
Deloitte & Touche, LLP 1998 - 2000
Johson & Higgins 1991 - 1993
Skills
Information Security..., Business Continuity, Governance, P&L Management, Team Building, Enterprise Risk..., Information Security..., CISM, Security Architecture..., Vulnerability Management, CISSP, PCI DSS, CISA, ISO 27001, Security Awareness, HIPAA, GLBA, Vulnerability Assessment, SOX, Security, Application Security, Risk Assessment, Security Management, Cyber Security, Cloud Computing, Disaster Recovery, Network Security, Charm, Negotiation, Financial Risk, Security Audits, Sarbanes-Oxley Act, Firewalls, Information Security, IPS, Risk Management, Computer Security, Data Privacy, DLP, Identity Management, Penetration Testing, Computer Forensics, Risk, IT Audit, Intrusion Detection, Data Center, Compliance Management, DDoS Mitigation, CEH, IDS
Education
Capella University 2003 — 2006
BS Information Systems - Cum Laude, Information Technology
GlobalLogic June 2014 - April 2015
Tivo, Inc. April 2005 - September 2013
Broadvision, Inc. July 2004 - February 2005
Roxio, Inc./ Napster, Inc/ Adaptec, Inc March 2001 - November 2004
Sunrise Telecom, Inc. March 2000 - March 2001
P-Com, Inc. March 1999 - March 2000
Deloitte & Touche, LLP August 1996 - March 1999
Skills
Investor Relations, IPO, Acquisition Integration, Mergers, Executive Management, Venture Capital, Start-ups, Restructuring, Sarbanes-Oxley Act, Due Diligence, Managerial Finance, Financial Modeling, Forecasting, Corporate Finance, Corporate Governance, Accounting, Mergers & Acquisitions, SEC filings, Revenue Recognition, Finance, Financial Reporting, Strategic Financial..., Financial Analysis
Education
California Polytechnic State University-San Luis Obispo
B.S.
Boston University March 2013 - Present
Questar March 2011 - Present
Questar Corporation May 2008 - March 2011
Protiviti July 2006 - May 2008
Network and Computing Services August 2003 - May 2006
Deloitte & Touche, LLP June 2005 - August 2005
Skills
Sarbanes-Oxley Act, Application Security, Network Security, Teaching, Troubleshooting, Microsoft Office, CISSP, CISA, GSEC, Windows, Mac OS X, Data Loss Protection, Vulnerability Management, Intrusion Detection, Internet Security, Auditing, Data Analysis, Active Directory, PCI DSS, PII, Presenting, Technical Writing
Education
Boston University 2010 — 2012
Masters, Computer Information Systems
Utah State University 2003 — 2006
Bachelor of Science, Economics
SANS
Utah State University
Bachelor of Science, Business Information Systems (MIS)
Bill & Melinda Gates Foundation March 2012 - Present
Group Health Cooperative December 2010 - March 2012
Deloitte & Touche, LLP September 2006 - December 2010
Education
Seattle Pacific University 2002 — 2005
Seattle Pacific University - School of Business and Economics 2002 — 2005
Barry University 2000 — 2002
Intellia Therapeutics, Inc. June 2015 - Present
Epizyme September 2014 - June 2015
Epizyme January 2013 - September 2014
Talbots July 2011 - January 2013
Talbots April 2010 - July 2011
Deloitte & Touche, LLP August 2005 - April 2010
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, SEC filings, US GAAP
Education
Boston University Questrom School of Business 2001 — 2005
Thomson Reuters July 2013 - Present
Brooks Automation December 2008 - July 2013
Deloitte & Touche, LLP July 2005 - October 2008
Deloitte 2005 - 2008
Skills
SDLC, IT Audit, Software Project..., Business Process..., Business Process, Sarbanes-Oxley Act, Cross-functional Team..., Project Management, Business Analysis, Program Management, Process Improvement
Education
Bentley University 1998 — 2002
Trinity Industries September 2012 - Present
Trinity Industries January 2012 - September 2012
Trinity Industries August 2009 - December 2011
Deloitte & Touche, LLP January 2008 - July 2009
Brigham Young University Office of Compliance & Audit September 2004 - December 2007
Skills
Cost Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, CPA, Microsoft Office, Accounting, GAAP, US GAAP, Finance
Education
Brigham Young University 2003 — 2007
Master of Accountancy, Accounting
Affiliated Managers Group September 2013 - Present
Deloitte & Touche, LLP August 2012 - September 2013
Deloitte & Touche, LLP August 2007 - August 2012
Deloitte January 2005 - August 2006
Skills
US GAAP, Financial Reporting, Private Equity, Accounting Research, Auditing, CPA, GAAP, Asset Management, External Audit, Big 4, Financial Analysis, Business Valuation, Due Diligence, Financial Services, Assurance, Internal Controls, SEC filings
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Master of Science (M.S.), Accounting
Bentley University 2002 — 2007
Bachelor of Science, Corporate Finance & Accounting
ACCO Brands June 2013 - Present
Beam July 2012 - April 2013
Deloitte & Touche, LLP August 2010 - July 2012
Deloitte & Touche, LLP September 2008 - August 2010
Deloitte & Touche, LLP January 2008 - March 2008
Skills
Excel, Access, ACL, Bloomberg Terminal, VBA, Financial Analysis, Internal Controls, US GAAP, Auditing, Internal Audit
Education
Northeastern University - Graduate School of Business Administration
MS/MBA
Central University of Finance and Economics
BA
Terroir Capital February 2013 - Present
Wise Food Storage January 2011 - February 2013
Wise Food Storage July 2009 - December 2010
Deloitte & Touche, LLP September 2007 - June 2009
Skills
US GAAP, Financial Reporting, Internal Controls, SEC filings, Auditing, Revenue Recognition, GAAP, Sarbanes-Oxley Act
Education
Brigham Young University 2003 — 2007
Jefferson Apartment Group 2012 - Present
ULI Boston District Council October 2013 - Present
ULI Boston District Council September 2012 - Present
Red Projects LLC 2009 - 2012
Federal Realty Investment Trust December 2007 - November 2009
JPI March 2005 - December 2007
Archstone March 2002 - March 2005
ADMINE.COM, INC May 2000 - January 2002
DELOITTE & TOUCHE, LLP October 1999 - May 2000
DELOITTE & TOUCHE, LLP January 1999 - January 2000
Skills
Due Diligence, Mixed-use, Market Analysis, Financial Analysis, Negotiation, Project Management, Location Intelligence, Design Management, Construction, Land Acquisition, Real Estate Development, Entitlements, Disposition, Real Estate, Strategy, Real Estate Economics, Management
Education
University of Washington 1996 — 1999
MUP, Urban Planning, Real Estate
University of Washington, Michael G. Foster School of Business 1996 — 1999
Master of Business Administration, Finance
Boston University 1988 — 1992
Bachelor of Arts, Bachelor of Arts, Urban Studies and Public Policy
UPMC Health Plan 2011 - Present
UPMC Health Plan 2009 - 2011
UPMC 2005 - 2009
UPMC 2002 - 2005
American Eagle Outfitters 2001 - 2002
Deloitte & Touche, LLP 1997 - 2001
Skills
Healthcare Management, Strategic Financial..., Healthcare, Hospitals, Healthcare Information..., Data Analysis, Process Improvement, Microsoft Excel, Medicare, Microsoft Office, Revenue Cycle, Financial Analysis, Managed Care, PowerPoint, Microsoft Word
Education
Carnegie Mellon University
Data Analytics
Westminster College (PA)
Bachelor of Arts (BA), Accounting, Business Administration (Minor)
INC Research August 2015 - Present
INC Research February 2015 - Present
Eli Lilly and Company December 2012 - January 2015
Eli Lilly May 2007 - December 2012
No Labels 2011 - 2012
Lumenis 2001 - 2004
Workscape 1999 - 2001
Deloitte & Touche, LLP 1995 - 1997
SEI 1994 - 1995
Skills
Project Portfolio..., Product Life Cycle..., Regulatory Submissions, Medical Devices, Cross-functional Team..., Strategic Planning, Process Improvement, Clinical Trials, Project Management, Management, Microsoft Excel, Marketing, Training, Product Lifecycle..., Leadership, Consulting, Strategy, Pharmaceutical Industry, Oncology
Education
Boston University 1989 — 1995
Bachelor of Arts, Economics
Office of the Nassau County Attorney January 2011 - Present
New York State Senate 2009 - 2011
Deloitte & Touche, LLP 2007 - 2009
Merrill Lynch 2006 - 2007
Ryan & Henderson, PC 2002 - 2006
New York State Unified Court System May 2001 - September 2001
United States District Court for the Southern District of New York September 2000 - March 2001
New York State Supreme Court, County of Nassau May 2000 - October 2000
Kopff, Nardelli, & Dopf LLP 1998 - 1999
John Hancock Financial Services September 1997 - January 1998
Skills
Corporate Finance, Litigation, Legal Writing, Corporate Law, Financial Analysis, Risk Management, Civil Litigation, Commercial Litigation, Analysis, Arbitration, Chapter 11 Bankruptcy, Chapter 13 Bankruptcy, Chapter 7 Bankruptcy, Land Use, Commercial Transactions, Municipal Law, Courts, Appeals, Bankruptcy, Securities, Finance, Legal Research, Insurance
Education
Hofstra University - Frank G. Zarb Graduate School of Business 2005 — 2007
MBA, Finance
City University of New York School of Law at Queens College 1999 — 2002
JD, Law
Fordham University 1993 — 1997
BA
Chaminade High School 1989 — 1993
Drolet Consulting August 2015 - Present
Digital - The Fruth Group May 2010 - Present
CVS/Caremark December 2008 - May 2010
Deloitte & Touche, LLP September 2005 - December 2008
Digital - The Fruth Group 2003 - 2005
Digitec 2001 - 2003
Image Technology Specialists 1995 - 2001
Sanmina (formerly Hadco) 1987 - 1994
Education
Bentley University 1998 — 1999
Master's, Finance
Southern New Hampshire University 1988 — 1992
Bachelor's, Marketing
BMW of North America, LLC August 2015 - Present
BMW Bank of North America May 2014 - August 2015
BMW Bank of North America January 2013 - May 2014
Deloitte & Touche, LLP September 2008 - December 2012
Skills
Auditing, Accounting, GAAP, SEC filings, Valuation, Consolidation, Budgets, US GAAP, External Audit, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, IFRS, CPA, Financial Accounting, Revenue Recognition, Assurance, Big 4, SEC Filings
Education
Brigham Young University 2001 — 2008
Master of Science in Accountancy, Bachelor of Science in Accountancy
Riverside Community Hospital April 2013 - Present
BDO USA, LLP February 2012 - April 2013
Deloitte & Touche, LLP November 2010 - February 2012
Corinthian Colleges January 2009 - October 2010
20th Century Fox August 2007 - January 2009
Deloitte 2004 - 2007
Skills
Sarbanes-Oxley Act, SEC filings, Internal Controls, GAAP, US GAAP, Auditing, Financial Reporting, Accounting, CPA, Revenue Recognition, Financial Accounting, External Audit, Financial Analysis, IFRS, Internal Audit, Financial Statements
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2004
Bachelors, Business Administration - Accounting
VMD Systems Integrators, Inc. October 2013 - Present
Deloitte & Touche, LLP March 2012 - October 2013
B-Line Medical October 2009 - March 2012
ServicePower 2008 - 2009
B-Line Medical October 2006 - February 2008
Legg Mason 2005 - 2007
DCWASA 2003 - 2005
Skills
Access Controls, Cryptography, Security Architecture..., Active Directory, SQL, SQL Server, PKI, Apache, Microsoft SQL Server, Siteminder, Information Security, Network Security, Unix, Data Center
Education
University of Maryland University College 2007 — 2011
Master of Science, Information Assurance
Bowie State University 2002 — 2005
Bachelors of Science, Computer Technology/MIS
Pearson plc November 2014 - March 2015
Ameriprise Financial Services, Inc. April 2013 - July 2014
ManpowerGroup, World Headquarters, Milwaukee, WI October 2009 - February 2012
General Electric Company, Global Business Services October 2008 - July 2009
Fair Isaac Corporation (FICO) September 2004 - April 2008
American Express Retirement Services (currently Ameriprise Financial) December 2002 - September 2004
US Bank and US Bancorp Asset Management Inc August 1999 - August 2002
Deloitte & Touche, LLP May 1998 - August 1999
Bremer Trust Company December 1996 - May 1998
Minnesota Department of Commerce - Banking Division December 1995 - December 1996
Skills
Data Privacy, Financial Regulation, International Business, Compliance, Privacy, HIPAA, Governance, Risk Management, Security, Compliance Management, Corporate Law, Corporate Governance, Privacy Law, Policy, Legal Research, Licensing, Legal Writing, Contract Negotiation, Information Security, Leadership
Education
University of Akron School of Law 1988 — 1991
Juris Doctorate
University of Houston 1984 — 1986
Bachelor of Arts
City University of New York-Brooklyn College 1982 — 1984
Brooklyn Technical High School, Brooklyn, NY 1978 — 1982
High School Diploma
Integrated Oncology Network, LLC July 2014 - Present
Prospect Medical August 2012 - July 2014
Pacific Health Corporation September 2011 - August 2012
Moss Adams LLP October 2005 - September 2011
Deloitte 1999 - 2005
Deloitte & Touche, LLP 1999 - 2005
Skills
SEC filings, Sarbanes-Oxley Act, Financial Reporting, US GAAP, GAAP, Internal Controls, Auditing, Revenue Recognition, Corporate Finance, Financial Accounting, Assurance, Sarbanes-Oxley, External Audit, CPA, Corporate Tax
Education
California State University-Long Beach 1996 — 1998
BS, Accounting & Finance
MetLife Investments April 2011 - Present
MetLife Investments July 2004 - March 2011
Metropolitan LIfe Insurance Company July 1999 - July 2004
Deloitte & Touche, LLP September 1995 - July 1999
Skills
Investments, Fixed Income, Financial Modeling, Alternative Investments, Valuation, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance
Binghamton University
MS Accounting
Kforce January 2012 - Present
Eclipse Group Solutions Ltd. July 2001 - August 2009
Lowery Consulting July 2000 - July 2001
Deloitte & Touche, LLP June 1997 - June 2000
Skills
Change Management, Business Strategy, Management Consulting, Project Management, Business Analysis, Program Management, Entrepreneurship, Integration, Consulting, Business Process..., Visio, Business Process, CRM, Requirements Analysis, SharePoint, Project Planning, Management, Process Improvement, Budgets, Business Intelligence, Business Requirements, Data Migration, Enterprise Software, IT Strategy, Information Technology, Outsourcing, Project Delivery, Project Portfolio..., Proposal Writing, Requirements Gathering, Resource Management, Risk Management, SDLC, Software Project..., Testing, Vendor Management, PMP, PMO
Education
California State University-Chico 1992 — 1997
Bachelor of Science (BS), Business Administation and Management Information Systems, Cum Laude
California State University-Sacramento
Certificate Program, Project Management
EY April 2014 - Present
Ernst & Young April 2012 - April 2014
Fisher Investments June 2010 - April 2012
Accume Partners July 2008 - March 2009
Deloitte & Touche, LLP August 2007 - May 2008
Boston College September 2003 - May 2007
JPMorgan Real Estate June 2006 - August 2006
United Rentals May 2005 - August 2005
Skills
Financial Modeling, Banking, Finance, Financial Analysis, Due Diligence, Internal Controls, Financial Risk, Accounting, Managerial Finance, Analysis, Financial Services, Structured Finance, Internal Audit, Financial Reporting, Microsoft Excel, Corporate Finance
Education
Boston College 2003 — 2007
Bachelor of Science, Finance
Copenhagen Business School 2005 — 2005
Salt River Financial Services May 2015 - Present
Crexendo July 2013 - May 2015
Deloitte & Touche, LLP January 2012 - June 2013
Medicis Pharmaceuticals Corp. January 2011 - January 2012
Pension Plan Specialists, PC October 2008 - January 2011
BMW Northwest November 2007 - October 2008
Skills
Microsoft Office, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Team Building, Auditing, Cross-functional Team..., Leadership, Accounting, Sales Operations, US GAAP
Education
Brigham Young University 1998 — 2005
Finance, Business Mangagement
Universal Technical Institute 2006 — 2007
Automotive Technology
Advantage Sales & Marketing April 2014 - Present
Advantage Sales & Marketing October 2013 - Present
AECOM December 2011 - October 2013
AECOM July 2010 - December 2012
AECOM Consult September 2008 - September 2010
Deloitte & Touche, LLP 2003 - 2008
Skills
Financial Reporting, Internal Controls, General Ledger, Auditing, SEC filings, Sarbanes-Oxley Act, GAAP, US GAAP, Revenue Recognition, Accounting, Consolidation, Financial Accounting, SEC Filings
Education
California State University-Long Beach - College of Business Administration 2001 — 2003
Bachelors of Science, Accountancy
California Department of Corrections and Rehabilitation August 2013 - Present
Britannia Pacific Properties, Inc. October 2006 - October 2012
Deloitte & Touche, LLP September 2003 - October 2006
Swan Legal Search March 1998 - June 2001
Skills
GAAP, Auditing, Financial Reporting, Budgets, General Ledger, Property Tax, Internal Audit, Account Reconciliation, Strategic Planning, Real Estate, Financial Analysis, Accounts Payable, Accounting, Risk Management, Accounts Receivable, Financial Accounting, CPA, Internal Controls, QuickBooks, Fixed Assets, Accruals, Financial Audits, Financial Statements, Forecasting, Journal Entries, Tax, Tax Preparation, US GAAP, Variance Analysis
Education
California State University-Northridge
Bachelor of Science (BS), Accountancy
Quiksilver April 2015 - May 2015
Quiksilver September 2012 - March 2015
Quiksilver July 2012 - September 2012
Pacific Sunwear September 2000 - April 2011
Deloitte & Touche, LLP September 1994 - September 2000
Skills
Investor Relations, Team Building, Expenses, SEC filings, Accounting, Sarbanes-Oxley Act, Financial Reporting, Retail, Forecasting, Financial Analysis, Cash Management, Budgets, Internal Controls, Treasury, Auditing, GAAP, Managerial Finance, Strategic Planning, Inventory Management, Cash Flow Forecasting, Financial Accounting, Process Improvement, Strategic Financial..., Financial Modeling, US GAAP, Financial Planning, SEC Filings, Management, Finance, Internal Audit, Leadership
Education
California Polytechnic State University-San Luis Obispo 1991 — 1993
Bachelor, Business Administration
New Hanover Regional Medical Center March 2012 - Present
Granite Services, Inc January 2011 - March 2012
Jefferson Wells June 2009 - December 2010
Altran-Control Solutions Inc November 2005 - June 2009
Time Warner Cable November 2004 - October 2005
aaiPharma, Inc September 2004 - October 2004
Deloitte & Touche, LLP October 2001 - August 2004
Skills
Risk Advisory, SOX, Financial Analysis, Internal Controls, Internal Audit, Financial Forecasting, Strategic Planning, Capital Budgeting
Education
University of North Carolina at Wilmington 2014 — 2016
Master of Business Administration (M.B.A.)
University at Buffalo 1997 — 2001
Bachelor of Science, Business Administration; Registered Accounting Program and Finance
Binghamton University 1996 — 1997
None
InterCare Consulting, Inc PresidentInterCare Consulting, IncMarch 1996 - Present
Deloitte & Touche, LLP 1991 - 1996
Education
City University of New York-Herbert H. Lehman College 1973 — 1977
BS, Accounting
Glenn M Gelman & Associates 2014 - 2015
Glenn M Gelman & Associates 2014 - 2015
JOSEPH EVE, Certified Public Accountants October 2013 - September 2014
Deloitte and Touche December 2011 - October 2013
Auto Club of Southern Califorina February 2011 - November 2011
Altran Control Solutions October 2010 - January 2011
NZG Gourmet Trading June 2010 - October 2010
Venture Aircraft Inc. April 2009 - January 2010
Deloitte and RSM McGladrey September 1997 - November 2008
Deloitte & Touche, LLP 2005 - 2007
Skills
Internal Controls, Sarbanes-Oxley Act, Budgets, Financial Analysis, Financial Statements, Accounting, Auditing, SEC filings, General Ledger, CPA, Finance, Mergers & Acquisitions, Leadership, Internal Audit, Recruiting, Employee Benefits, Accounts Receivable, Sarbanes-Oxley, Microsoft Excel, Training, Access, Financial Reporting, GAAP, US GAAP
Education
Brigham Young University 1995 — 1997
MAAC, accounting
Brigham Young University 1995 — 1997
Masters Degree, Accountancy
Brigham Young University 1993 — 1997
Bachelors Degree, Accountancy
Hoover HIgh
Hoover HIgh, Glendale
Deloitte & Touche, LLP August 2011 - Present
Deloitte & Touche, LLP September 2008 - August 2011
Deloitte & Touche, LLP September 2005 - August 2008
Deloitte & Touche, LLP November 2004 - August 2005
Education
California Polytechnic State University-San Luis Obispo 1998 — 2002
Business Administration, Accounting
HSM Solutions (Formerly known as Hickory Springs Manufacturing Co) February 2012 - Present
Hickory Springs Manufacturing Co February 2007 - February 2012
Hickory Springs Manufacturing Co. April 2002 - February 2007
Mainsail Consulting September 2001 - April 2002
Tangent Technology July 2000 - September 2001
Century Furniture Industries 1997 - 2000
Century Furniture Industries July 1995 - March 1997
Deloitte & Touche, LLP December 1992 - July 1995
Catawba Valley Medical Center 1988 - 1990
Douglas, Golden & Associates 1985 - 1988
Skills
Accounts Payable, Accounts Receivable, SAP, Fixed Assets, Auditing, Internal Audit, Finance, Tax, Purchasing, Corporate Finance, Project Planning, Cost Accounting, Financial Reporting, Budgets, Internal Controls, Account Reconciliation, Variance Analysis, Microsoft Office, Business Process, QuickBooks, US GAAP, Microsoft Excel, General Ledger, Inventory Management, Financial Accounting, Financial Analysis, External Audit, Manufacturing, Business Process..., ERP, Microsoft Word, Inventory Control, CPA, Process Improvement, Accounting, Team Building, Managerial Finance, JD Edwards, Continuous Improvement, GAAP, Strategic Planning, Payroll, Forecasting, Accruals, Access, Corporate Tax, Journal Entries, Cash Management
Education
Lenoir-Rhyne University 1990 — 1992
BA, Accounting
California State University-Sacramento 1984 — 1986
Accounting
Resources Global Professionals March 2009 - Present
KPMG LLP March 2007 - November 2008
Deloitte & Touche, LLP January 1999 - February 2007
AXA Financial, Inc. - Equitable Life Assurance December 1993 - December 1998
Skills
Consulting, Management, Project Management, Risk Management, Insurance, Asset Management, Business Analysis, Business Process..., Financial Analysis, Management Consulting
Education
Baruch College, City University of New York (CUNY) 1980 — 1988
BBA, Finance, Accounting
SSR, Inc. 2009 - Present
Deloitte & Touche, LLP 2005 - 2009
Education
Belmont University - Jack C. Massey Graduate School of Business 2004 — 2005
MACC
Belmont University 2000 — 2004
BBA, Accounting
TreeHouse Foods November 2014 - Present
TreeHouse Foods July 2012 - Present
PwC September 2010 - July 2012
Deloitte & Touche, LLP September 2009 - September 2010
Deloitte & Touche, LLP September 2007 - August 2009
United States September 2005 - December 2006
Michigan State University January 2006 - April 2006
Membership of Beta January 2001 - January 2004
Skills
Finance, SAP, PeopleSoft, Microsoft Excel, Hyperion Enterprise, Financial Planners, File Management, Sarbanes-Oxley, PowerPoint, Microsoft Word, Inventory Management, Insurance, Equities, Customer Service, Mandarin, Transmission, Accounting, Financial Reporting, Financial Accounting, Financial Analysis
Education
Michigan State University 2005 — 2006
M.A. Degree, Accounting (Financial Reporting and Assurance Services Option)
Beijing University of Technology 2001 — 2005
B.A. Degree, Accounting
Marine Jet Power, Inc. July 2014 - Present
Robert Half Finance & Accounting April 2003 - August 2009
BISYS Fund Services, Inc April 2001 - April 2003
Deloitte & Touche, LLP May 1998 - April 2001
Skills
Account Reconciliation, Accounting, Financial Statements, Fixed Assets, Payroll, Tax, Accounts Payable, Accounts Receivable, Financial Accounting, Bookkeeping, Invoicing, Tax Research, CPA, Spreadsheets, General Ledger, Financial Reporting
Education
Capella University 2006 — 2008
Bachelors, Business Administration
Columbus State Community College 1998 — 2000
Associate, Accounting
SeaChange International October 2012 - Present
Seachange International, Inc. January 2008 - September 2012
Cytyc Corporation January 2000 - April 2004
Staples 1996 - 2000
Deloitte & Touche, LLP 1992 - 1996
Skills
Tax Research, Financial Reporting, SEC filings, International Tax, Sarbanes-Oxley Act, Fixed Assets, Tax Accounting, Internal Controls, Sarbanes-Oxley, Income Tax, Transfer Pricing, General Ledger
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MS, Taxation
Bentley University 1989 — 1993
BS, Accounting
Deloitte & Touche, LLP September 2000 - November 2008
Education
California State University, Fresno 1995 — 2000
Bachelor of Science, Accounting
Youngs Market Company August 2010 - Present
Stillwater Associates July 2009 - August 2010
Deloitte & Touche, LLP September 2005 - December 2008
Skills
Accounting, Financial Audits, Sarbanes-Oxley Act, SEC filings, US GAAP, Internal Controls, GAAP, Financial Reporting, CPA, Revenue Recognition, Financial Accounting, Auditing, Sarbanes-Oxley, Financial Statements, IFRS, External Audit, General Ledger, Variance Analysis, Financial Analysis, Hyperion Enterprise
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2005
Bachelor of Arts, Accounting
Certified Public Accountant
SunPower Corporation August 2014 - Present
SunPower Corporation April 2012 - August 2014
SunPower Corporation August 2010 - April 2012
Deloitte & Touche, LLP 2006 - September 2010
Skills
Auditing, US GAAP, Financial Reporting, Sarbanes-Oxley Act
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
B.S. in Buisiness Administration, Concentration: Accounting; Minor: Economics
Somerset Capital Group, Ltd. October 2009 - October 2010
HealthCapital, Inc June 1999 - October 2009
Deloitte & Touche, LLP March 1990 - December 1998
Education
Western Connecticut State University 1983 — 1987
MSA, Finance
Baruch College, City University of New York (CUNY) 1969 — 1974
BBA, Accounting
MUFG Union Bank N.A. April 2015 - Present
Deloitte & Touche, LLP September 2011 - March 2015
County of Los Angeles - Department of Mental Health 2006 - September 2011
Crayon Fabrics, Inc 2003 - 2005
Digi International, Inc October 1999 - June 2002
Trogon Computers 1998 - 1999
Skills
Java, Microsoft SQL Server, Visual Studio, SQL, Eclipse, Security, Visio, VMware, CSS, Access, IT Audit, Wireless, Network Security, Databases, HTML, DHCP, Firewalls, Business Intelligence, Networking, Integration, Windows, DNS
Education
California State Polytechnic University-Pomona 2006 — 2011
BS, Computer Information Systems
University of California, Berkeley
Aramark January 2014 - Present
Leaders in Salesforce, Informatica, CRM Administration & Analysis in the Greater Philadelphia Area 2013 - Present
Comcast (Contract/Consultant) August 2013 - January 2014
Lincoln Financial July 2013 - August 2013
Iron Mountain April 2013 - May 2013
TargetX January 2012 - March 2013
Philadelphia International Advisors, LP January 2001 - November 2011
Glenmede Trust Company January 2000 - December 2001
Accenture 1997 - 1999
Deloitte & Touche, LLP 1995 - 1997
Skills
Data Integration..., Executive..., Technical Documentation, Thinking Outside the Box, Vendor Relationships, Language Skills, Software Training, Efficiency: Analysis &..., Social Networking, CRM Administrator, SS&C PAGES, Cloud Computing, Relationship Cultivation, Creative Problem Solving, Data Analysis, Data Mining, Hands-on Training, Informatica Cloud, CRM Fusion's DemandTools, Datatel, Hobsons, Goldmine, Salesforce (Force.com), Conga Composer, Form Assembly, Boomi, TargetX CRM, ProTrak International, Microsoft SQL Server, Unix, Linux, Informatica, Data Integration, Salesforce.com, Android Development, Mobile Web Design, SharePoint, Access Database, Training, Analytics, Agile Methodologies, Leadership, Access, Project Management
Education
Bellevue University
Master of Science (MS), Organizational Performance, GPA 3.9
Drexel University
BS/BA
The Church of Jesus Christ of Latter-day Saints October 2011 - Present
Deloitte & Touche, LLP September 2003 - October 2011
Skills
External Audit, Corporate Finance, Due Diligence, Outlook, Financial Statements, Project Management, IFRS, Auditing
Education
Brigham Young University 1999 — 2003
MAcc, Accounting
Miovision Technologies May 2013 - Present
Miovision Technologies 2011 - April 2013
Deloitte & Touche 2011 - 2012
Deloitte & Touche, LLP 2009 - 2011
Skills
IFRS, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Finance
Education
Brock University
BAcc, Accounting
Deloitte & Touche, LLP June 2011 - August 2011
Fessenden Day Camp June 2010 - August 2010
Education
Bates College 2008 — 2012
Bachelor of Arts, Mathematics & History
The University of Edinburgh 2010 — 2010
Dover-Sherborn Regional High School 2004 — 2008
Deloitte & Touche, LLP 1991 - 2012
Blue Cross and Blue Sield of Massachusetts 1989 - 1991
Skills
Healthcare Reimbursement, Healthcare Financial..., Healthcare Management, Financial Reporting, Revenue Cycle, Medicare, Medicaid, Healthcare Industry, Revenue Cycle Management, Healthcare Consulting, Revenue Recognition, Practice Management, HIPAA, Financial Analysis, Healthcare Information..., Managed Care
Education
University of Massachusetts, Amherst 1982 — 1984
Master of Business Administration (MBA)
Boston College 1974 — 1978
Bachelor of Science (BS), Biology, General
Greene Music October 2011 - Present
Hill View Montessori Charter Public School 2003 - 2005
Harvard University October 2001 - May 2003
Deloitte & Touche, LLP July 2000 - July 2001
Los Angeles Unified School District July 1998 - June 2000
Skills
Teaching, Microsoft Office, Training, Accounting, Financial Accounting, Financial Reporting, Internal Controls, US GAAP, Financial Analysis, Financial Statements, General Ledger, Auditing, Microsoft Excel
Education
Montessori Institute of San Diego 2010 — 2012
Montessori Education, AMI, 0-3, and 3-6 age group Montessori curriculum
University of San Diego 2010 — 2011
Master of Education (M.Ed.), Curriculum and Instruction, Specialization in Montessori Education, Gradaute School
Harvard University, Extension School 2001 — 2003
Music and Entrepreneurship/Entrepreneurial Studies
California State University-Northridge 1996 — 1998
California Multiple-Subject Teacher Credentail, Professional Clear, K-12, Graduate School of Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1992
Master in Professional Accounting, Accounting and Business/Management, Graduate Business School
Tesco - Fresh and Easy Neighborhood Markets June 2007 - March 2011
Kroll Zolfo Cooper, LLP January 2005 - January 2007
Deloitte & Touche, LLP September 2001 - July 2004
Education
California State University-Long Beach
Bachelor of Science (BS), Accounting; Management Information Systems
Schoene Consulting January 2013 - Present
Xtrategit Corp. September 2011 - October 2012
Perdomo Ferrer & Company PSC March 2011 - August 2011
The Clorox Company July 2010 - March 2011
Value Added Accounting Services, Inc. March 2009 - July 2010
iPR Pharmaceuticals, Inc. a part of AstraZeneca group October 2001 - April 2008
iPR Pharmaceuticals, Inc., a part of AstraZeneca Group July 1997 - September 2001
Triple-S Inc. April 1996 - June 1997
Deloitte & Touche, LLP May 1993 - March 1996
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Corporate Finance, Project Management, Business Planning, Cash Flow, Internal Audit, Compliance, Return on Investment..., New Business Development, Business Process
Education
Boston College 1988 — 1992
Bachelor of Science in Business Administration, Accounting
Lahey Health System November 2002 - Present
Deaconess Waltham Hospital March 1994 - July 2002
Deloitte & Touche, LLP May 1989 - March 1994
Skills
Revenue Cycle, EMR, Healthcare Information..., Healthcare, Medicare, Managed Care, Healthcare Consulting, Hospitals, EHR, Healthcare Management, Process Improvement
Education
Bentley College Graduate School of Accounting 1975 — 1980
Master of Science, Accounting
Boston University 1970 — 1972
Bachelor of Arts (BA), Sociology
Dayton Progress October 2013 - Present
Deloitte & Touche, LLP September 2010 - September 2013
Skills
Accounting, Financial Reporting, Internal Controls, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, US GAAP, GAAP, Auditing
Education
Wright State University 1999 — 2001
Masters of Accountancy, Accounting
Bowling Green State University 1983 — 1988
BS, Broadcast Journalism
Deloitte Tax LLP October 2014 - Present
Deloitte & Touche, LLP November 2014 - February 2015
Seeligson & Co. February 2014 - September 2014
Deloitte Tax LLP February 2013 - April 2013
Skills
Auditing, US GAAP, IFRS, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Tax, Accounting, Financial Analysis, Financial Accounting, GAAP, Big 4, Corporate Tax, Microsoft Excel, Microsoft Office, Microsoft Project
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Baylor University - Hankamer School of Business 2009 — 2013
Master of Taxation, Accounting