Ernst & Young LLP
Industry: Company
DescriptionErnst & Young is a multinational professional services firm headquartered in London, England, United Kingdom. EY is one of the largest professional services firms in the world and is one of the "Big Four" accounting firms. CEO: Mark Weinberger (1 Jul 2013–) Headquarters: London Revenue: 34.8 billion USD (2018) Number of employees: 260,000 (2018) Founded: 1989, England Subsidiaries: Ernst & Young Private Limited, Ernst & Young UK,
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Ernst & Young LLP Employees
Latham & Watkins May 2014 - Present
Ernst & Young LLP August 2012 - May 2014
Judge Weissbrodt, Northern District of California Bankruptcy Court May 2011 - December 2011
Law Offices of William Vaughn April 2010 - August 2010
Professor Shawn Kantor, UC Merced May 2008 - September 2009
Education
Santa Clara University School of Law 2010 — 2012
JD, Magna Cum Laude
University of California at Merced 2005 — 2009
BA, Economics
Facebook July 2013 - Present
Ernst & Young, LLP April 2011 - June 2013
Deloitte Tax LLP May 2010 - April 2011
Deloitte April 2003 - May 2010
Ernst & Young LLP September 2001 - March 2003
Arthur Andersen LLP March 2000 - September 2001
US Embassy Sarajevo June 1994 - August 1995
Skills
Indirect Taxation, Tax, Transfer Pricing, International Tax, Customs Regulations, International Trade, Management Consulting, VAT, Trading, Financial Reporting, Tax Advisory, Due Diligence, Trade Compliance, Valuation, Mergers & Acquisitions, Program Management, Export Controls, Accounting, Auditing, Free Trade Agreements, Internal Controls, Internal Audit, Financial Analysis, Tax Law, Sarbanes-Oxley Act, Supply Chain, International Business, Process Improvement, Project Planning, Restructuring, Big 4, Enterprise Risk..., Import
Education
Southern Methodist University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Marketing
EY July 2014 - Present
Alpha Kappa Psi April 2011 - Present
Santa Clara University November 2011 - June 2014
Ernst & Young LLP June 2013 - August 2013
Peter Holden & Partners November 2012 - December 2012
GLOBAL BUSINESS BRIGADES February 2012 - March 2012
Bank of Singapore July 2011 - August 2011
MONARK EQUIPMENT CORP June 2010 - August 2010
CISV International July 2008 - August 2008
Skills
Financial Analysis, Information Systems, Consulting, Data Analysis, Access, Leadership, Microsoft Excel, Microsoft Word, Finance, Operations Management, Nonprofits, Human Resources, Customer Service, Risk Assessment, PowerPoint, Public Speaking
Education
Santa Clara University 2011 — 2014
Bachelor's Degree, Finance, 3.76
Grant Thornton LLP February 2015 - Present
Ernst & Young LLP January 2014 - January 2015
Grant Thornton LLP April 2013 - January 2014
Grant Thornton LLP August 2010 - April 2013
PricewaterhouseCoopers November 2006 - August 2010
Skills
Business Development, Account Management, Proposal Writing, Executive Presentations, Management Consulting, Professional Services, Strategic Planning, Business Strategy, New Business Development, Marketing Strategy, Private Equity, Key Account Development, Key Account Management, Solution Selling, Strategy, Coaching, Corporate Development, CRM, Leadership, Consulting, Executive Management, Marketing, Project Management, Program Management, Negotiation, Strategic Partnerships, Sales, Integrated Marketing, Business Process..., Human Resources, Competitive Analysis
Education
Southern Methodist University - Cox School of Business 1990 — 1994
Bachelor of Business Administration
North Garland High School 1987 — 1990
Ernst & Young LLP October 2010 - Present
Sivik Global Healthcare, LLC (sector hedge fund) March 2010 - September 2010
JPMorgan Private Bank September 2009 - March 2010
Merrill Lynch October 2004 - September 2009
UBS PaineWebber August 2000 - October 2004
Anchin, Block & Anchin LLP 1999 - 2000
Skills
RFP strategy and..., Strategy, Financial Services, Portfolio Management, Hedge Funds, Business Development, Risk Management, Investments, Alternative Investments, Marketing Communications, Marketing Management, Marketing, Mutual Funds, Wealth Management, Fund Of Funds, Investor Relations, Finance, Management
Education
The University of Connecticut 2003 — 2005
Executive MBA, MBA
Southern Connecticut State University 1993 — 1997
BA, Marketing
Mandy Thiebaud CPA, LLC January 2015 - Present
Mandy Thiebaud CPA December 2011 - January 2015
Mandy Thiebaud Bookkeeping and Tax Services October 2006 - November 2011
Ernst & Young LLP March 2005 - September 2006
Texas Instruments July 2003 - December 2004
Texas Instruments January 2001 - June 2003
Citizens Communications February 2000 - December 2001
Fox, Byrd & Company, P.C. August 1999 - January 2000
Boucher, Morgan & Young PC February 1998 - July 1999
Skills
Bookkeeping, Internal Controls, Accounting, Auditing, Forecasting, Finance, Internal Audit, Financial Statements, Payroll, Sarbanes-Oxley Act, Strategic Financial..., Tax, Management, Strategy, Financial Reporting, Financial Planning
Education
Southern Methodist University - Cox School of Business 2000 — 2003
Master of Business Administration, Finance
Tarleton State University 1994 — 1998
Bachelor of Business Administration (BBA), Accounting
Ernst & Young LLP May 2002 - Present
Skills
Export Controls, Indirect Taxation, FCPA, International Trade, Customs Regulations, Auditing, Internal Controls, Transfer Pricing, Tax, Tax Law, Cross-border..., Import, VAT, Tax Advisory, Due Diligence, Corporate Governance, Corporate Tax, Trade Compliance, Tax Research, International Tax, Big 4, Internal Audit, Tax Accounting, Mergers & Acquisitions, Business Valuation, CPA, Sarbanes-Oxley Act, IFRS, Anti-corruption, GAAP, Restructuring, SEC filings, US GAAP, Income Tax, Sarbanes-Oxley
Education
Santa Clara University - Leavey School of Business 1987 — 1991
BBA, Accounting
Ernst & Young LLP September 1994 - Present
Franchise Tax Board June 1990 - September 1994
Skills
Corporate Tax, Tax Accounting, Due Diligence, Mergers & Acquisitions, State Income Tax, Sales and Use Tax, Credits and Incentives, Tax Advisory
Education
Santa Clara University 1986 — 1990
Bachelor of Science (BS), Accounting
San Jose State University
Master of Business Administration (MBA), Taxation
Zynga 2010 - 2015
Proteolix, Inc. 2008 - 2010
Ernst & Young LLP 2000 - 2008
Arthur Anderson 1998 - 2000
Skills
Accounting, Mergers, SEC reporting, Venture Capital, IPO, SEC filings, Financial Modeling, Strategic Financial..., Sarbanes-Oxley Act, Consolidation, Internal Audit, Mergers & Acquisitions, General Ledger, Start-ups, GAAP, Revenue Recognition, Auditing, US GAAP, CPA, Budgets, Sarbanes-Oxley, Finance, Fixed Assets, Public Companies, Due Diligence, Acquisition Integration, Financial Reporting, Payroll, Internal Controls, Financial Analysis, Management, Strategy, Forecasting, Financial Accounting, Strategic Planning, Corporate Finance, Portfolio Management, IFRS, Leadership, SEC Filings, Financial Planning, Analysis
Education
San Diego State University-California State University 1994 — 1998
BS
Hillsdale High School 1990 — 1994
Invitae April 2014 - Present
Ernst & Young LLP September 2011 - April 2014
Sprint/Nextel Corp. October 2003 - August 2011
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Accounting, Financial Analysis, Financial Accounting, Microsoft Office, Microsoft Excel, Internal Controls, Account Reconciliation, US GAAP, Assurance, SEC filings, Budgets, GAAP, SOX 404
Education
San Jose State University 2009 — 2011
BS, Accounting
San Jose State University August 2014 - Present
Ernst & Young LLP January 2008 - June 2011
Reactrix Systems, Inc. January 2003 - May 2006
IBM Tivoli Software February 1999 - 2003
Skills
Microsoft Excel, Accounting, Financial Accounting, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Windows, Customer Service, English, Management, Project Management, University Teaching, Academic Tutoring
Education
University of Southern California 2015 — 2016
Master of Education (M.Ed.)
San Jose State University 2013 — 2015
Bachelor of Arts (B.A.), Global Studies, GPA 3.98
University of Oxford 2013 — 2013
16th Century British History, Foreign Policy, and Economics, Alpha w/ Highest Distinction, GPA 4.0
San Jose City College 2012 — 2013
Associate of Arts (A.A.), Behavioral Sciences, 4.0
Avenue Capital Group February 2006 - Present
Ernst & Young LLP January 2001 - January 2006
Grant Thornton LLP January 2000 - January 2001
Skills
Private Equity, Hedge Funds, Corporate Tax, Tax
Education
San Diego State University-California State University 1996 — 1999
Bachelor of Science (BS), Accounting
Vail & Knauth, LLP September 2008 - Present
Michael G. Vail, P.C. January 2005 - September 2008
Vail Leasing Solutions, LLC January 2004 - December 2004
MikeVail,dbaTheControllerGroup January 2002 - January 2004
Ernst & Young LLP October 1993 - December 2001
Skills
Auditing, Internal Controls, Financial Reporting, CPA, Tax, IT Audit, Leadership, Assurance, Entrepreneurship, Financial Audits, SAS70, Accounting, Outsourcing, Income Tax, Nonprofits
Education
Southern Methodist University 2008 — 2009
MS, Engineering - IT Governance & Controls
The University of Texas at Dallas 2004 — 2006
MS, Accounting&Info.Mgmt
University of Oklahoma - Price College of Business 1988 — 1993
Bachelor of Accountancy, Accounting and Finance
Turner Investments, LP September 2011 - Present
Ernst & Young LLP April 2005 - September 2011
Punongbayan & Araullo (formerly Ernst and Young - Manila Office) November 2000 - February 2005
Pamantasan ng Lungsod ng Pasig June 2003 - October 2004
Education
San Beda College
Bachelors of Science, Accountancy
Noble Logsitics, Inc. February 2008 - Present
Noble Logistics, Inc. February 2008 - July 2012
PharMerica January 2003 - January 2008
UBS 2002 - 2003
Edix Corporation 2000 - 2002
Ernst & Young LLP 1996 - 2000
Education
Schiller International University 1995 — 1996
MBA, International MBA
Weatherhead School of Management at Case Western Reserve University 1989 — 1994
BA, Accounting & Finance
EY March 2013 - Present
Ernst & Young LLP September 2009 - Present
Ingersoll Rand Company, Shanghai, China September 2007 - December 2007
KPMG, LLP August 2007 - August 2007
Skills
Financial Reporting, Auditing, Mergers, Asset Management, Mandarin, Banking
Education
UCLA Anderson School of Management 2011 — 2014
Candidate, Class of 2014, Fully Employed MBA, 3.93
USC Marshall School of Business 2008 — 2009
Master, Master of Accounting, 3.84
Shanghai University of Finance and Economics 2004 — 2008
Bachelor, International Accounting, 3.74
591 RBK Media September 2009 - Present
Rabidly Red August 2006 - September 2009
Long Island University September 2002 - August 2006
Thomson Reuters 2000 - 2002
Long Island University 1999 - 2002
The Carson Group 1998 - 2000
Ernst & Young LLP 1996 - 1998
New York University 1996 - 1998
Skills
CSS, Photoshop, Video, Flash, HTML, Illustrator, Audio, ActionScript, JavaScript, XHTML, SQL, Web Standards, Computer Graphics, Audacity, Final Cut Studio, Color Grading, Large Format Printing, CFML, Gimp, RTSP, Recording, Graphic Design, Multimedia, SEO, Dreamweaver, Adobe Creative Suite, Integration, Web Design, Mac, Web Development, Graphics, XML, Wordpress, CMS, Troubleshooting, Mac OS X, Photography, After Effects, Programming, Windows, MySQL, HTML5, Public Speaking, Adobe Acrobat, XP, Red Hat Linux
Education
School of Visual Arts 1992 — 1994
MFA, Computer Art
School of Visual Arts 1987 — 1991
BFA, Photography
Sally Beauty Company January 2013 - Present
PwC June 2011 - January 2012
Ernst & Young LLP July 2004 - May 2011
Skills
International Tax, Tax Advisory, Tax, Tax Law, Tax Accounting, Corporate Tax, Transfer Pricing, Tax Research, Income Tax, Big 4, Partnership Taxation, Restructuring
Education
University of Washington School of Law 2002 — 2003
LLM TAX, Tax Law
Southern Methodist University Dedman School of Law
JD
Temple Law
University of Nebraska at Omaha
静岡大学
Japanese Economics and Language
Bank of America November 2014 - Present
Ernst & Young LLP October 2011 - October 2014
Ayco, a Goldman Sachs Company January 2010 - April 2011
Skills
Risk Management, Wealth Management, Microsoft Excel, Capital Markets, Credit Risk, Business Process..., Derivative Valuation, Financial Risk
Education
SUNY Albany 2009 — 2011
Bachelor of Science (BS), Summa Cum Laude, Business Administration, Finance and Management, 3.89
Saint John Fisher College 2008 — 2009
London Life March 2011 - Present
Vemma October 2011 - Present
The Arts Project July 2009 - January 2013
Graham Scott Enns LLP November 2009 - January 2011
Ernst & Young LLP October 2006 - May 2009
KPMG LLP January 2005 - October 2006
Partridge Skrypnyk LLP December 2003 - January 2005
Pallett & Townsend LLP January 1999 - January 2003
Skills
Communicator, Accounting, Tax, Analysis, Corporate Tax, Financial Analysis, Strategic Financial..., Small Business, Investments, Business Planning, Financial Planners, Risk Management, Financial Accounting, Insurance, Wealth Management, Retirement Planning, Financial Planning
Education
CICA - In-Depth 2006 — 2007
In-Depth, Taxation
Canadian Institute of Chartered Accountants 2002 — 2002
Chartered Accountant, Accounting
University of Windsor 1996 — 1998
Bachelor of Commerce, accounting
St. Clair College 1993 — 1996
Honours, Business Administration Accounting
Theravance Biopharma, Inc. February 2014 - Present
Red Rock Volleyball Club October 2012 - Present
IntelePeer September 2011 - February 2014
Ernst & Young LLP September 2007 - September 2011
Creative Vision Media LLC January 2005 - January 2008
American Property Management Corporation June 2007 - September 2007
Education
Santa Clara University
Bachelor of Science, Accounting
Ernst & Young LLP September 2008 - Present
US Technology Resources LLC 2004 - 2006
Skills
Financial Risk, Risk Management, IT Strategy, Financial Services, CRM, Data Analytics, AML, Banking, Analytics, Databases, E - Discovery Services, Fraud Triangle Analytics, Risk Assessment, Digital Forensics, Visual Analytics, List Screening, AML Transaction..., Compliance Risk..., Fraud Analysis, Consumer Compliance
Education
Southern Methodist University 2006 — 2008
MS, Computer Science
University of Kerala 2000 — 2004
Bachelors, Computer Science
arya central school
Gap Inc. August 2015 - Present
Stanford Hospital & Clinics January 2014 - Present
Ernst & Young LLP July 2006 - July 2015
Apple Inc. 2005 - 2006
UBS Wealth Management 2004 - 2005
Skills
Financial Analysis, Financial Reporting, Valuation, Financial Modeling, Microsoft Excel, Photography, International Growth, Auditing, Financial Accounting, Corporate Finance, Due Diligence, Internal Controls, Finance, Tax, Global Mobility, Management, Strategy
Education
Santa Clara University - Leavey School of Business 2002 — 2006
Bachelor of Science, Finance with Entrepreneurship Certificate
Franklin College in Switzerland 2004 — 2005
International Business
Pinewood High School 1996 — 2002
Leysin American School in Switzerland 1999 — 2000
TASIS: The American School in England 1999 — 1999
Anglo American School of Moscow 1995 — 1996
Jacobs June 2013 - Present
Ernst & Young LLP October 2010 - June 2013
Commonwealth Engineering Construction 2007 - 2009
Ernst & Young November 2006 - July 2008
Jacobs Engineering February 1998 - November 2006
IWL Communications 1995 - 1998
IWL Connect 1993 - 1998
Skills
Microsoft Office, Strategy, Project Management, Process Improvement, Management, Project Planning, Strategic Planning, Budgets, PowerPoint, Leadership, Accounting, Financial Reporting, Change Management, Team Building, Analysis, Access, Contract Negotiation
Education
Sam Houston State University 1980 — 1983
Huntsville High School 1978 — 1980
Stanley Black & Decker , Inc. August 2008 - Present
Stanley Black & Decker , Inc. May 2005 - August 2008
Stanley Black & Decker , Inc. June 2002 - May 2005
Stanley Black & Decker , Inc. January 1994 - June 2002
Ernst & Young LLP June 1989 - December 1993
Skills
Risk Management, Tax, Accounting, Forecasting, Auditing, Hyperion Enterprise, Financial Reporting, Payroll, Acquisition Integration, Banking, Corporate Tax, Financial Analysis, Hyperion, Internal Controls, Management, Process Improvement, Sarbanes-Oxley Act
Education
University of New Haven 1992 — 2000
MS, Taxation
Southern Connecticut State University 1985 — 1989
BSBA, Accounting
Ernst & Young LLP October 2006 - Present
C.eng Design August 2006 - Present
PricewaterhouseCoopers October 1998 - August 2006
Purple Moon October 1997 - October 1998
Insignia Solutions August 1996 - October 1997
Metro Newspapers March 1994 - July 1996
Skills
Corporate Branding, Graphic Design, Art Direction, Illustrator, Web Design, Advertising, Layout, Packaging, Photography, Graphics, Collateral, Corporate Identity, Brochures, Public Relations, Logo Design, Adobe Acrobat, InDesign, Creative Direction, Marketing, Branding & Identity, Adobe Creative Suite, Trade Shows
Education
San Jose State University 1990 — 1993
BA, Design
O'Regan's Automotive Group June 2014 - Present
Fortune Bay Corp March 2014 - June 2014
Brigus Gold April 2011 - March 2014
Homburg Canada REIT November 2010 - March 2011
Ernst & Young LLP September 1997 - November 2010
Ernst and Young 1997 - 2007
Education
St. Francis Xavier University 1992 — 1997
BBA, Accounting
Ecolab June 2015 - Present
Ecolab January 2012 - June 2015
OptumInsight (a UnitedHealth Group Company) September 2010 - December 2011
McAfee, Inc. (formerly Secure Computing Corporation) November 2008 - September 2010
Secure Computing Corporation April 2003 - November 2008
Fiserv Health, Inc. 2002 - 2003
Ernst & Young LLP 1999 - 2002
Skills
Forecasting, Financial Analysis, Financial Modeling, Project Management, Finance, Financial Reporting, Sales Compensation, Cross-functional Team..., Auditing, Management, Leadership, SEC Financial Reporting, Annual Planning, Strategic Financial..., Strategy, Leadership and..., Software Revenue..., Acquisitions &..., SEC filings, Internal Controls, Analysis
Education
University of Minnesota - Carlson School of Management 2003 — 2006
MBA, Finance
Simpson College 1995 — 1999
BA, Accounting, Management, Computer Science
RE/MAX Gold July 2004 - Present
Citigroup May 1999 - June 2001
Accenture May 1998 - May 1999
Ernst & Young LLP May 1994 - May 1998
Electronic Data Systems June 1990 - May 1994
Skills
Expert Realtor in..., Medical Esthetician..., Specialist in short..., Experienced real estate..., Short Sales, Selling, Real Estate, Investment Properties, Investors, First Time Home Buyers, Relocation, Foreclosures
Education
San Francisco State University 1989 — 1991
Bachelor's Degree, Computer Science
Emerald Textiles, LLC March 2010 - Present
Eli Lilly October 2008 - March 2010
SGX Pharmaceuticals April 2000 - September 2008
Ernst & Young LLP February 1995 - April 2000
San Diego Clinical Research February 1993 - February 1995
Evergreen Nursery July 1990 - February 1993
Skills
Accounting, Payroll, Sarbanes-Oxley, Budgets, Accounts Payable, Great Plains Software, General Ledger, Accounts Receivable, Financial Statements, QuickBooks, Mas 90, Peachtree, Finance, Financial Planners, Accounting Applications
Education
San Diego State University-California State University
Masters of Science, Accountancy emph. Taxation
San Diego State University-California State University 1993 — 1995
BS, Accounting
Taylor White November 2011 - Present
Creative Financial Staffing (CFS) September 2007 - November 2011
Ernst & Young LLP August 2004 - September 2007
Skills
Accounting, Corporate Finance, Sales Process
Education
Salve Regina University 2003 — 2004
MBA, Master of Business Administration
Salve Regina University 1999 — 2003
BS, Accounting
Brewster Academy 1997 — 1999
St. John's Preparatory School 1994 — 1997
Capella University October 2014 - Present
UnitedHealth Group February 2011 - Present
Accounting & Auditing Student Conference (AASC) Committee March 2007 - October 2012
UnitedHealth Group March 2010 - February 2011
UnitedHealth Group May 2009 - March 2010
Ernst & Young LLP August 2005 - May 2009
University of Minnesota June 2004 - August 2005
University of Minnesota June 2002 - June 2004
Metropolitan Council May 2000 - May 2002
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, SAS70, Auditing, Governance, IT Audit, Risk Management, Management Consulting, Risk Assessment, Finance, Management, Financial Audits, Accounting, Process Improvement, Enterprise Risk...
Education
College of St. Catherine
BS in Business Administration, Double Major: Accounting and Information Systems; Antonian Honors & Suma cum Laude
University of Minnesota - Carlson School of Management
MBA, Emphases: Strategic Management and Information Technology; Sigma Beta Delta
Moneta Group October 2011 - Present
Ernst & Young LLP May 2003 - June 2009
PricewaterhouseCoopers January 1992 - May 2003
Skills
Comprehensive Wealth..., High Net Worth..., Estate Planning, Charitable Giving, Wealth Preservation, Business Advisory, Investment Strategies, Individual Taxation, Retirement Planning, Wealth Management..., Tax
Education
Southern Illinois University, Carbondale 1990 — 1991
Master of Science, Accounting
Southern Illinois University, Edwardsville 1986 — 1990
Bachelor of Science, Accounting
Gallagher Benefit Services, Inc. June 2015 - Present
Gallagher Benefit Services March 2004 - June 2015
Ernst & Young LLP 1996 - 2004
Education
Santa Clara University 1992 — 1996
BSC, Finance
MONAVIE March 2011 - Present
Generational Equity September 2004 - January 2010
GE Capital Real Estate August 2003 - August 2004
Silverleaf Resorts August 2002 - August 2003
Ernst & Young LLP January 2000 - December 2001
Excel Communications January 1985 - January 1999
Hilite Industries 1995 - 1996
Southland Corporation 1986 - 1992
Texas Oil & Gas Corporation 1985 - 1986
Cooper & Lybrand 1983 - 1985
Skills
Financial Analysis, Accounting, Mergers & Acquisitions, Budgets, Access, Marketing, Strategic Planning, Finance, Management, Microsoft Excel, Accounts Payable, Auditing, Leadership, PowerPoint, Portfolio Management, Forecasting
Education
Southwestern University 1979 — 1983
BBA, Accounting
Altum Partners LLP April 2015 - Present
GALLINA LLP November 2013 - Present
Marcum LLP June 2009 - November 2013
Ernst & Young LLP November 2003 - May 2009
Frank, Rimerman + Co. LLP September 1995 - November 2003
Education
San Jose State University 1997 — 2002
Masters, Taxation
San Jose State University 1991 — 1992
Business Management, Accounting
Univ. of Berkeley
PwC February 2013 - Present
Transilwrap Company, Inc. December 2010 - June 2012
Birchstone Consulting, LLC September 2007 - December 2010
NetApp May 2005 - September 2007
Cap Gemini Ernst & Young May 2000 - May 2005
Ernst & Young LLP July 1995 - May 2000
Skills
Customer Experience, Salesforce.com, B2B Marketing, Digital Marketing, Display Advertising, CRM, Business Transformation, Lead Generation, Process Improvement, Sales Operations, Sales Management, Sales Process, Marketing, Digital Strategy, Business Development, Marketing Strategy, Sales, Business Process, Digital Media, Go-to-market Strategy, Strategic Planning, Business Strategy, New Business Development, Customer Satisfaction, Customer Service, Customer Relations, Management, Market Research, Market Planning, Leadership, Strategy, Mergers & Acquisitions, Integration, Start-ups, Analysis, Change Management, Market Analysis, Competitive Analysis, Cross-functional Team..., Project Management
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy, Marketing
Smith College
BA, Government
University of Geneva
Junior Year Abroad
North Shore-LIJ Health System October 2013 - Present
Atos September 2013 - October 2013
CitiGroup 2011 - April 2013
Rockefeller Group International, Inc. December 2006 - June 2010
ASI System Integration September 2004 - December 2006
Ernst & Young LLP June 1998 - June 2003
Lotus Development / IBM June 1996 - June 1998
Chase Bank February 1985 - June 1996
JP Morgan Chase 1991 - 1996
JPMorganChase 1991 - 1996
Skills
Business Continuity, Project Management, Data Center, Disaster Recovery, Business Analysis, Vendor Management, PMO, Business Process, Program Management, IT Management, Enterprise Software, IT Strategy, Information Technology, Governance, Business Process..., Software Development, Project Portfolio..., Infrastructure, Leadership, Management, PMP, Integration, System Administration, Resource Management, ITIL, Outsourcing, Enterprise Architecture, Servers, IT Service Management, Software Project..., SDLC, Professional Services
Education
St. John's University 1981 — 1986
BS, Management
United States Naval Academy 1973 — 1976
Operations Analysis
MUFG Americas June 2015 - Present
Ernst & Young LLP April 2011 - June 2015
Marsh & McLennan Companies, Inc. August 2010 - February 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Project Planning, Business Intelligence, Team Leadership, Management Consulting, Management, Insurance, Transfer Pricing, Market Research, Recruiting, Benchmarking, Translation, Knowledge Sharing, Intercompany..., Transaction Management, Business Valuation, Company Valuation, Mergers & Acquisitions, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
上智大学 / Sophia University
Bachelor's degree, International Business and Finance
Ericsson January 2014 - Present
Nokia 2009 - 2013
Nortel Networks 2005 - 2009
Nortel Networks 2002 - 2005
Nortel Networks 1999 - 2002
Nortel Networks 1995 - 1999
Ernst & Young LLP 1990 - 1995
Skills
Corporate Real Estate, Business Strategy, Portfolio Management, Real Estate Economics, International Project..., Commercial Management, RFP, Return on Investment, Operations Management, Real Estate, Leadership, Strategy, Financial Analysis, Project Management, CRM, Outsourcing, Strategic Planning, Cross-functional Team..., Contract Management, Facilities Management, Strategic Financial..., Finance, Business Planning, Asset Management, Management, Valuation, Negotiation, Analysis, Project Planning, Managerial Finance, Property Management, Team Leadership, Contract Negotiation, Due Diligence, Commercial Real Estate, Telecommunications, Disposition, Real Estate Development, Market Analysis, Leases, Brokerage, Real Estate Transactions, Acquisitions, Financial Modeling
Education
Southern Methodist University
MA, Applied Economics
Southern Methodist University
BA, Economics
Southern Methodist University - Cox School of Business
BBA, Finance
Simmons household April 2013 - Present
none October 2012 - April 2013
Intrepid Potash, Inc. October 2008 - March 2011
Crocs, Inc 2008 - 2008
Corporate Express 2006 - 2008
TeleTech 2005 - 2006
Ernst & Young LLP 2002 - 2005
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Sarbanes-Oxley, Accounting, Auditing, Financial Analysis, General Ledger, Financial Accounting, Variance Analysis, Process Improvement, Forecasting, Account Reconciliation, Cost Accounting, SEC filings
Education
Southwestern University 1998 — 2002
BA, Accounting
Capital Analytics July 2006 - Present
Ernst & Young LLP September 1995 - July 2006
Education
Southern Methodist University - Cox School of Business 1991 — 1995
BBA
Deloitte April 2013 - Present
UTi Worldwide June 2011 - May 2013
Becker Professional Education August 2008 - May 2013
Ernst & Young LLP October 2006 - September 2010
Ernst & Young LLP January 2010 - April 2010
Ernst & Young LLP August 2009 - November 2009
Skills
Financial Modeling, Mergers & Acquisitions, Finance, Acquisition Integration, US GAAP, Auditing, Accounting, IFRS, Internal Controls, External Audit, Assurance, Sarbanes-Oxley, SEC filings, Tax, CPA, Leadership, Due Diligence, Sarbanes-Oxley Act, Revenue Recognition, GAAP, Analysis, Financial Reporting, Financial Accounting, Financial Audits, General Ledger, Account Reconciliation, Internal Audit, Management, Enterprise Risk..., Financial Statements, Mergers, QuickBooks, Strategy, Financial Analysis, Microsoft Excel, Corporate Finance
Education
Seattle University 2001 — 2006
BA in Business Administration, BA in Humanities, Triple-major in Accounting, Finance, and Humanities, Magna Cum Laude
Seattle Preparatory School 1998 — 2001
High school
PayPal July 2015 - Present
Ernst & Young LLP January 2011 - July 2015
Stanford University-Office of Sponsored Research May 2010 - January 2011
Skills
Sarbanes-Oxley Act, SEC filings, Big 4, Tax, Auditing, Finance, GAAP, Accounting, US GAAP, Assurance
Education
San Jose State University 2008 — 2010
Accounting
Wilcox
Kelle's Transport Service, Inc. April 2014 - Present
Ernst & Young LLP June 2003 - April 2014
Arthur Andersen 1996 - 2002
Education
Saint Michael's College 1991 — 1995
Weichert Mobility Tax Services January 2015 - Present
Weichert Workforce Mobility February 2012 - January 2015
Ernst & Young LLP January 2003 - February 2012
KPMG LLP May 1998 - January 2003
PwC 1997 - 1998
Skills
Expatriate Management, Expatriate Tax, Global Mobility, Tax, International Tax, Income Tax, Tax Advisory, Tax Accounting, Corporate Relocation, Transfer Pricing, Payroll, Performance Management, Big 4, Tax Preparation, Policy, Consulting, Tax Returns, US Tax, Talent Management, HR Policies, Financial Services, Relocation, Immigration Law, Workforce Planning, Executive Management, Management, Accounting, Business Development, Tax Law, Relocation Advice, Risk Management, Financial Analysis, Leadership, Strategy, Strategic Planning
Education
Saint Michael's College 1993 — 1996
BS
THS 1989 — 1993
AB & B Plumbing Company (family business) February 2014 - Present
CBIZ January 2013 - January 2014
Cricket Wireless (formerly Cricket Communications, Inc.) April 2012 - December 2012
REVA Medical, Inc. June 2010 - September 2010
Leidos (formerly SAIC) May 2008 - June 2010
Ernst & Young LLP May 2003 - May 2008
Ernst & Young LLP June 2002 - August 2002
Skills
Sarbanes-Oxley Act, GAAP, Auditing, Financial Reporting, Accounting, Financial Audits, Big 4, External Audit, FASB, Consolidation, Cash Flow, Variance Analysis, Internal Controls, General Ledger, Account Reconciliation, Balance, Accounts Payable, Fixed Assets, Accruals, Microsoft Office, PowerPoint, Outlook, Compliance, Windows, CPA, Internal Audit, SEC reporting, Technical Accounting, Excel, Word, IPO, Skilled Multi-tasker, Time Management, Process Improvement, Bookkeeping, Memos, Research, Financial Statement..., Financial Analysis, Revenue Recognition, Budgets, Accounts Receivable, Management, Management Accounting, SEC Filings, Financial Accounting, US GAAP
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
Masters
University of San Diego 2001 — 2003
Bachelors
San Diego Mesa College
2014 - 2015 - Continuing Education
Ernst & Young LLP January 2014 - March 2014
Federal Home Loan Bank of Des Moines May 2013 - August 2013
Skills
Accounting, Microsoft Excel, Auditing, Financial Reporting, Account Reconciliation, Teamwork
Education
Simpson College 2011 — 2015
Bachelor's degree in Accounting and Management
Ernst & Young LLP September 2013 - Present
Education
Southern Methodist University Dedman School of Law 2010 — 2013
Juris Doctor (J.D.), Law
San Diego State University-California State University 2006 — 2008
Master's Degree, Accountancy
The University of Texas at Austin 2003 — 2006
Bachelor's Degree
EY October 2014 - Present
Ernst & Young LLP July 2012 - Present
Skills
Python, VBA, VB.NET, Accounting, Access, Tax, Microsoft Excel, US GAAP, Corporate Tax, CPA, Tax Accounting, Data Analysis, Tax Research, Analysis, OneSource, Object Oriented Design, Project Management
Education
San Jose State University 2010 — 2012
BS, Business Administration, Concentration in Accounting
EY March 2014 - Present
Ocwen Financial Corporation September 2012 - January 2014
Ernst & Young May 2012 - August 2012
Ernst & Young LLP June 2008 - May 2012
EMC Mortgage, a JP Morgan Chase Company (Heritage Bear Stearns) September 2007 - May 2008
Bear, Stearns & Co. Inc. (EMC Mortgage Corp.) June 2006 - September 2007
Bear, Stearns & Co. Inc. August 2003 - May 2006
Verza Inc. 1999 - 2001
Bank of America 1996 - 1999
Skills
Financial Services, Mortgage Lending, Banking, Risk Management, Mortgage Banking, Mortgage Servicing, Loss Mitigation, Valuation, Portfolio Management, Investment Banking, Strategy, Foreclosures, Due Diligence, Capital Markets, Financial Analysis, Vendor Management, Commercial Banking, Loans, Asset Management, REO, Credit Analysis, Credit Risk, Default, Management Consulting, Relationship Management, Mergers & Acquisitions, Corporate Finance, Bankruptcy, Executive Management, Acquisition Integration, Strategic Financial..., Loan Origination, Business Process..., Operational Risk..., Consumer Lending, Credit Cards, Merchant Card Processing, Commercial Lending, Retail Banking, Student Loans, Operational Strategy, Credit Management, Program Management, Change Management, Process Improvement, Process Integration, Compliance, Internal Audit, Internal Controls, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
Santa Clara University 1991 — 1995
Bachelor of Science (BS)
MN State Retirement System August 2014 - Present
Alliance Accounting Solutions February 2007 - January 2015
Certes Financial Pros February 2005 - August 2014
Green Tree Servicing September 2013 - March 2014
ARGENTA ADVISORS LLC May 2007 - February 2012
NMC September 2002 - February 2007
Merrill Corporation April 2000 - May 2002
MSC CONCRETE, INC October 1997 - March 2000
ERNST & YOUNG LLP September 1993 - October 1997
Skills
Financial Reporting, Accounting, Auditing, Budgets, Business Process..., Sarbanes-Oxley Act, General Ledger, Cash Flow, Financial Audits, Access, Financial Analysis, Financial Accounting, Internal Audit, Variance Analysis, Sarbanes-Oxley, Financial Statements, PeopleSoft, Process Improvement, Journal Entries, External Audit, Payroll, Fixed Assets, Accounts Payable, Corporate Governance, Risk Assessment, State Government, Internal Controls, Finance
Education
St. Cloud State University 1991 — 1993
Bachelor's degree, Accounting
St. Cloud State University 1986 — 1991
Bachelor of Science Degree, Accounting
EY December 2012 - Present
Ernst & Young LLP June 2007 - December 2012
Control Point Solutions November 2005 - June 2007
Global Payments 2004 - 2004
Ernst & Young LLP December 1996 - July 1999
Magnetek August 1994 - December 1996
Skills
Financial Analysis, Business Analysis, Training, Training Delivery, Project Management, Management Consulting, Customer Service, Business Development, Events Coordination, Coordinating Special..., Training Facilitation, Organizational..., Process Improvement
Education
Southern Illinois University, Edwardsville 1999 — 2001
Secondary Education, Speech Communication, Sociology, Economics
Southern Illinois University, Edwardsville 1992 — 1994
Bachelor of Science (BS), Speech Communication
Kurt Orban Partners May 2013 - Present
Ernst & Young LLP July 2012 - May 2013
Santa Clara University September 2009 - June 2012
Ernst & Young June 2011 - August 2011
Skills
Accounting, Corporate Tax, Tax, GAAP, Financial Accounting, Financial Reporting, Tax Preparation, Financial Statements, Tax Accounting, Highly detail oriented, Organization, Problem Solving, Microsoft Excel, PowerPoint, GoSystems, OneSource, eDocs, Data Entry, Data Analysis, Preparation Of Reports, Academic Tutoring, Peer Tutoring, Management, Mathematics, Spanish, Spanish-speaking, Compliance, Hiring Employees, QuickBooks, FileMaker, Accounts Payable, Bank Reconciliation, Chart of Accounts, Journal Entries, Invoice Processing, Invoicing, P&L accounts
Education
Santa Clara University 2008 — 2012
Bachelor of Science in Commerce, Accounting, Spanish Studies
White & Case LLP 2002 - Present
Dewey Ballantine LLP 1995 - 2002
Ernst & Young LLP 1986 - 1990
Skills
Commercial Litigation, Litigation, Civil Litigation, Antitrust Law, Pharmaceutical Industry, Intellectual Property, Class Actions, Trials, Corporate Governance, Courts, Corporate Law, Securities Regulation
Education
St. John's University School of Law 1990 — 1993
J.D.
University of Virginia 1982 — 1986
B.S., Accounting
Green Key Resources LLC 2008 - Present
Icahn Capital Management 2007 - 2008
Deutsche Bank 2006 - 2007
Ernst & Young LLP 2004 - 2006
Eisner LLP 2003 - 2004
Skills
Hedge Funds, Executive Search
Education
Saint Peter's University 1998 — 2002
BS, Accounting
Shure Incorporated October 2008 - Present
GATX Corporation March 2004 - October 2008
Deloitte Consulting LLP June 2000 - March 2004
Ernst & Young LLP August 1997 - February 2000
SPR Inc. May 1996 - August 1997
Metropolitan Bank Group November 1993 - May 1996
Skills
Leadership
Education
Saint Mary's University of Minnesota 1989 — 1993
BA, Accounting, Computer Information Systems
JSL Bookkeeping and Tax Services, LLC December 2011 - Present
LegalShield, Independent Associate May 2013 - Present
Credit Justice Services August 2013 - Present
Private Venture February 2004 - September 2011
UBS Financial Services, Inc August 2001 - February 2004
Penske Automotive Group December 2000 - August 2001
Rothstein Kass July 1997 - December 2000
ERNST & YOUNG LLP July 1996 - July 1997
PJ Mechanical. 1994 - 1996
Skills
Quickbooks, Word, PowerPoint, Outlook, Microsoft Office, Excel, Tax Audits, Fixed Assets, Accounting, Financial Reporting, Payroll, Cash Flow, Compliance, Financial Planning, Accounts Payable, Budgeting, Audit, General Ledger, Auditing, Due Diligence, Internal Controls, Tax, Bookkeeping, Reconciliations, Supervisory Skills, Small Business, Financial Accounting, SOX, GAAP, Signal Processing, Promotional Products, Strategic Financial..., Microsoft Excel, QuickBooks, Budgets, Banking, Finance, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, Microsoft Word, Internal Audit, Accounts Receivable, CPA, Cash Management, Employee Benefits, Managerial Finance, Financial Audits, Variance Analysis, Tax Accounting
Education
St. Peter's College 2001 — 2004
MBA in progress, Finance
St. Peter's College 1989 — 1993
Bachelor of Science, Accounting
Hudson Catholic High School 1983 — 1987
Grant Thornton LLP April 2004 - Present
CIBC World Markets March 2001 - April 2004
Bank of Bermuda 1998 - 2001
Ernst & Young LLP October 1996 - April 1998
Skills
Investments, Corporate Finance, Hedge Funds, Venture Capital, Financial Services, Finance, Auditing, Credit, Financial Analysis, Accounting, Due Diligence, Mergers & Acquisitions, Financial Modeling, Financial Reporting, Tax, Forecasting, Financial Accounting, Business Valuation, Strategic Planning, Business Advisory, Strategic Financial...
Education
Association for Investment Management and Research 1998 — 2000
CFA, Finance
Institute of Chartered Accountants of Nova Scotia 1992 — 1995
CA, Chartered Accounting
Saint Mary's University 1988 — 1992
Bachelor of Commerce, Accounting
Connor Consulting Corp August 2014 - Present
Ruvixx, Inc. August 2014 - Present
EY July 2013 - August 2014
Ernst & Young September 2006 - August 2011
Ernst & Young LLP June 2005 - September 2005
Fitzpatrick Consulting September 2004 - December 2004
IBM April 2004 - September 2004
Skills
Financial Analysis, Internal Controls, Accounting, Financial Modeling, Financial Reporting, Sarbanes-Oxley Act, Auditing, US GAAP, Financial Accounting, Internal Audit, GAAP, Corporate Finance, CPA, SEC filings, Tax, Valuation, External Audit, Revenue Recognition, Business Valuation, Assurance, Sarbanes-Oxley, Financial Statements, Finance
Education
University of Notre Dame 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Magna Cum Laude
Santa Clara University 2002 — 2006
Bachelor of Commerce, Accounting, Magna Cum Laude
understandinc. February 2005 - Present
Stanford Financial Group 2004 - 2005
kitba 2000 - 2002
TeS 1996 - 1999
Ernst & Young LLP 1993 - 1995
Skills
Video Production, Advertising, Multimedia, Mac, Post Production, Editing, Social Media Marketing, Creative Direction, Graphics, InDesign, Graphic Design, Illustrator, Digital Media, Photoshop, Video Editing, Adobe Creative Suite, Logo Design, Art Direction
Education
Sam Houston State University 1988 — 1991
BFA, Advertising / Graphic Design
Ernst & Young February 2007 - Present
Ernst & Young LLP August 2004 - February 2007
Education
St. John's University - Peter J. Tobin College of Business 1999 — 2004
Masters, Accounting
St. John's University
Master's degree, Accounting and Finance
N. Charles Corporate Tax Services, Inc. January 2009 - Present
Ernst & Young LLP January 2007 - December 2008
Grant Thornton LLP January 2005 - January 2007
PriceWaterhouseCoopers June 2000 - July 2004
Skills
Tax Returns, Microsoft Excel, Federal & State Income..., International Tax..., Fixed Asset Depreciation, State Tax Planning, Franchise Tax, Tax Accounting, Payroll Taxes, Tax Law, Financial Statements, Tax Research, Auditing, CPA, Corporate Tax, Tax, Accounting, Income Tax, GAAP, Financial Planners, Budgets
Education
Southern University at New Orleans 1996 — 2000
B.S., Accounting
McMain Magnet School 1987 — 1993
High School Diploma
MUFG Union Bank, N.A. July 2014 - Present
MUFG Union Bank, N.A. October 2011 - June 2014
Federal Home Loan Bank of San Francisco April 2010 - September 2011
East West Bank September 2009 - November 2009
The Leukemia & Lymphoma Society February 2009 - May 2009
Financial Freedom Senior Funding Corporation [Reverse Mortgage Originations/Servicing] March 2007 - January 2009
Financial Freedom Senior Funding Corporation November 2004 - March 2007
Financial Freedom Senior Funding Corporation April 2002 - October 2004
Ernst & Young LLP January 2001 - December 2001
Skills
Financial Analysis, Financial Reporting, Accounting, Finance, Internal Controls, Auditing, PeopleSoft, Analysis, Management, Microsoft Excel, Budgets, Strategic Financial..., Leadership, Risk Management, Portfolio Management, Banking, Financial Services
Education
San Francisco State University
B.S., Business Administration, Accounting, Finance
Grant Thornton LLP March 2011 - Present
LECG April 2006 - February 2011
Ernst & Young LLP December 2000 - February 2006
KPMG LLP November 1999 - December 2000
Blockbuster Inc. May 1997 - November 1999
Webb Cooley Co, Inc. November 1993 - May 1997
Dallas Central Appraisal District August 1990 - November 1993
Skills
Property Tax, Due Diligence, Tax, Financial Planning, Compliance, Financial Analysis, Management, Corporate Tax, Tax Accounting, Leadership, CRM, Auditing, Strategic Financial..., Sarbanes-Oxley Act, Consulting, Mergers & Acquisitions, US GAAP, Accounting, Finance, GAAP
Education
The University of Texas at Dallas - School of Management 1994 — 1999
MBA, General Business
Southern Methodist University 1986 — 1990
BBA, Finance
Apple Inc. May 2014 - Present
Apple Inc. July 2011 - April 2014
Apple Inc. September 2007 - July 2011
SiRF Technology January 2006 - September 2007
PG&E Corporation June 2004 - December 2005
Ernst & Young LLP 2001 - 2004
Education
Santa Clara University 1997 — 2001
Hewlett-Packard March 2011 - Present
Oracle Corp. March 2006 - March 2011
Information Builders Consulting Group 2001 - 2005
Intelisys Electronic Commerce 2000 - 2001
Ernst & Young LLP 1999 - 2000
Honeywell Aerospace 1996 - 1999
Boeing Commercial Airplanes 1995 - 1996
Skills
Consulting, IT Strategy, Sales Management, ERP, Strategic Planning, Management, Business Transformation, Data Center, Direct Sales, Enterprise Software, CRM, Outsourcing, Negotiation, Team Building, Leadership, Strategy, Professional Services, SaaS, New Business Development, Complex Sales, Practice Management, Solution Selling, Pre-sales, Strategic Partnerships, Go-to-market Strategy, Complex Solution..., Business Strategy..., Salesforce Training, Business Alliances, Managed Services, Consulting Delivery, Enterprise IT Strategy, Data Center..., Unified Communications, Coaching, Cloud Computing, Start-ups, Business Development, Project Management, Business Intelligence, Engaging Public Speaker, Executive Level..., Mentoring, Written & Oral..., Competitive Strategies, Business Strategy
Education
University of Southern California - Marshall School of Business 1994 — 1997
MBA
San Francisco State University, College of Business 1986 — 1990
B.S.
IBM January 2015 - Present
IBM December 2010 - Present
Sterling Commerce an AT&T company February 2006 - September 2010
Fleishman Hillard April 2004 - February 2006
UCCC 2000 - 2006
Cap Gemini May 2001 - September 2003
Ernst & Young LLP April 1990 - May 2001
Skills
Enterprise Software, Marketing, Thought Leadership, Professional Services, Retail, SaaS, E-commerce, Strategic Partnerships, CRM, Change Management, Product Management, Strategy
Education
Southern Illinois University, Carbondale 1981 — 1985
B.S., Journalism, Marketing
Gap Inc. April 2015 - Present
Gap Inc. March 2014 - April 2015
San Francisco Giants July 2013 - February 2014
Gap, Inc. June 2012 - July 2013
Gap, Inc. September 2009 - June 2012
Gap, Inc. October 2007 - September 2009
eBay May 2007 - September 2007
Ernst & Young LLP September 2004 - May 2007
Education
Santa Clara University 2008 — 2011
Master of Business Administration, Leading People and Organizations
Santa Clara University 2000 — 2004
Bachelor of Science in Commerce, Accounting
Sangamo BioSciences March 2014 - Present
Responsys June 2012 - March 2014
Oracle February 2008 - June 2012
Oracle August 2007 - February 2008
Oracle November 2006 - August 2007
Ernst & Young LLP September 2002 - November 2006
Skills
SEC reporting, Technical Accounting, US GAAP, Big 4, Mergers & Acquisitions, Auditing, SEC filings, Accounting, Financial Analysis, Finance
Education
Santa Clara University - Leavey School of Business
Accounting, Accounting and Finance
Primerica June 2014 - Present
McKesson Provider Technologies April 2012 - May 2014
McKesson Provider Technologies January 2011 - April 2012
McKesson Provider Technologies April 2010 - January 2011
Ernst & Young LLP June 2005 - April 2010
Skills
SAP, Hyperion, HFM, Siterra, VirtualPremise, Microsoft Office, SharePoint, Lotus Notes, Hyperion Enterprise, US GAAP, Internal Controls, Account Reconciliation, SEC filings
Education
University of Virginia 2005 — 2006
Masters of Accountancy
Spelman College 2001 — 2005
Bachelors of Economics
Coldwell Banker & Coldwell Banker Commercial 2002 - Present
2Roam 2000 - 2002
Ernst & Young LLP 1998 - 2000
Skills
Investment Properties, Real Estate, Commercial Real Estate
Education
Santa Clara University 1991 — 1995
B.S., Biology
Saint Ignatius College Prep
Oracle October 2014 - Present
One, Inc. (Sacramento, CA) January 2014 - October 2014
CSAA Insurance Group September 2007 - December 2013
Armanino McKenna LLP 2006 - 2007
Robert Half International 2004 - 2006
Protiviti 2004 - 2006
Ernst & Young LLP 1999 - 2004
eSecurityOnline LLC 2000 - 2003
Maze & Associates 1997 - 1999
Skills
Sarbanes-Oxley Act, Accounting, Internal Controls, Revenue Recognition, SEC filings, Financial Reporting, US GAAP, Auditing, GAAP, Sarbanes-Oxley, Consolidation, Financial Analysis, Internal Audit, Financial Accounting, CPA, Hyperion Enterprise, General Ledger, External Audit, Variance Analysis, Enterprise Risk..., Account Reconciliation, Financial Statements, Member of AICPA, Accounts Payable, Tax, PeopleSoft, Mergers & Acquisitions, Analysis, Due Diligence, Essbase, Budgets, Business Process, Access, Finance, Strategic Financial...
Education
St. Mary's College of California 1995 — 1997
BS, Accounting
Placer High School
Menlo Ventures September 1999 - Present
Ernst & Young LLP 1996 - 1999
Skills
Due Diligence, Venture Capital, Private Equity, Corporate Development, Financial Analysis, Investor Relations, Corporate Finance, Valuation, Financial Modeling, Start-ups, Investments, Entrepreneurship, Financial Reporting, Mergers & Acquisitions, Accounting, Strategy
Education
Santa Clara University 1992 — 1996
Bank of America December 2011 - Present
Bank of America July 2007 - December 2011
PDS TECHNICAL SERVICES, INC May 2005 - July 2007
ERNST & YOUNG LLP September 2004 - May 2005
PwC January 2001 - July 2002
KPMG August 1998 - January 2001
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Strategic Planning, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Strategic Financial..., Forecasting
Education
Southern Methodist University - Cox School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and accounting
Egan LLP (Ernst & Young Canada) June 2006 - Present
Ernst & Young LLP August 2000 - June 2006
TEJ Technologies, Inc September 1998 - May 2000
Education
St. John's University School of Law 1995 — 1998
University of Virginia 1987 — 1991
B.A.
Dixon Hughes Goodman LLP April 2014 - Present
Storkland Baby & Kid Furniture March 2007 - Present
Proventix June 2009 - April 2014
Cardinal Health 2006 - 2007
Cardinal Health - MedMined Services 2004 - 2007
MedMined 2004 - 2007
Vulcan Materials Company 2004 - 2004
Ernst & Young LLP 2001 - 2004
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Strategic Planning, Sarbanes-Oxley Act, Financial Modeling, SEC filings, Data Analysis, Process Improvement, Forecasting, CPA, GAAP, SEC Filings, US GAAP, Internal Controls, Management, Internal Audit, Finance
Education
Samford University 2005 — 2006
Master of Business Administration (M.B.A.)
Samford University 2000 — 2001
Master's Degree, Accounting
Samford University 1996 — 2000
Bachelor's Degree, Accounting and Business Mgmt
Floral Designs by Janet September 2009 - Present
Sony Computer Entertainment America August 2009 - December 2011
Ernst & Young LLP September 2006 - August 2009
Ernst & Young LLP - San Jose 2005 - August 2006
Polo Ralph Lauren June 2001 - September 2002
University Florist & Gift Shop June 1998 - September 2002
Skills
Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, Accounting, GAAP, Internal Controls, Auditing, Financial Accounting, Sarbanes-Oxley, External Audit, Financial Analysis, US GAAP, SEC filings, General Ledger, Financial Statements
Education
Santa Clara University 2004 — 2006
Bachelor of Science (B.S.), Accounting
LinkedIn August 2015 - Present
Palo Alto Networks March 2014 - August 2015
Aruba Networks 2014 - 2014
Cisco Systems May 2012 - October 2013
Cisco April 2007 - May 2012
Ernst & Young LLP 2005 - 2007
Skills
Accounting, CPA, Sarbanes-Oxley Act, Finance, Forecasting, Consolidation, Auditing, US GAAP, Internal Controls, Collaboration, Employee Training, Financial Modeling, Business Process..., Budgets
Education
San Francisco State University 1995 — 1999
BS, Accounting and Internal Audit
Strategic Payment Systems 2011 - Present
CoCard Marketing Group 2006 - 2011
Rockwell Collins, Inc. 2003 - 2006
Ernst & Young LLP 2002 - 2003
Education
Vanderbilt University Law School 1993 — 1996
JD
Sewanee-The University of the South 1984 — 1988
BA, English
Bullpen Financial January 2012 - Present
Ox Consulting Group LLC January 2012 - January 2014
CFGI June 2007 - January 2012
Jjill/Talbots Inc. October 2004 - June 2007
Ernst & Young LLP June 2001 - October 2004
Skills
Accounting, Auditing, Financial Reporting, Audit, SOX, Business Process...
Education
Salve Regina University 1997 — 2001
Bachelor of Science (BS), Accounting
Planet Fitness January 2013 - Present
Robert Half Management Resources May 2011 - February 2013
Core Medical Group February 2009 - November 2010
n/a May 2008 - February 2009
GT Solar Incorporated January 2006 - April 2008
n/a September 2004 - December 2005
Berlex Biosciences January 1999 - June 2004
Diatide, Inc. November 1996 - January 1999
Ernst & Young LLP 1988 - 1996
Skills
SAP R/3, Syteline ERP, Great Plains Software, Max- Exact, Microsoft Excel, Microsoft Office, Epicor, Hyperion Enterprise, Hyperion Planning, Cognos, Tagetik
Education
Southern New Hampshire University 1984 — 1988
B.S., Accounting and M.I.S.
Wayland High
Clyde & Co LLP June 2010 - Present
Duane Morris LLP January 2006 - April 2010
Hancock Rothert & Bunshoft LLP October 2000 - December 2005
Ropers, Majeski, Kohn & Bentley June 1999 - September 2000
Ernst & Young LLP September 1997 - June 1999
Skills
Litigation, Appeals, Insurance Law, Civil Litigation, Mediation, Litigation Management, Appellate Practice, Unfair Competition
Education
Santa Clara University School of Law 1994 — 1997
J.D., Law
University of California, Davis 1989 — 1993
B.A, Economics
Affinity Wine Group January 2010 - Present
PICO International January 2008 - January 2010
ACT, inc. - PICO January 2003 - January 2008
Ernst & Young LLP June 2001 - July 2003
Skills
Relationship Marketing, Leadership
Education
Southern Illinois University, Carbondale 1999 — 2002
Marketing Communications
Naperville Central High School 1994 — 1997
FCCI Insurance Group 2011 - Present
FCCI Insurance Group June 2006 - June 2011
FCCI Insurance Group May 2005 - June 2006
GN Netcom Inc. 2001 - 2005
Essential.com 1999 - 2001
Ernst & Young LLP 1997 - 1999
Skills
Financial Reporting, Accounting
Education
Southern New Hampshire University 1993 — 1997
Bachelor of Science, Accounting
Leeds Equity Partners July 1999 - Present
Ernst & Young LLP September 1988 - July 1999
Skills
Private Equity, Corporate Development, Mergers & Acquisitions, Financial Analysis, Capital Markets, Investment Banking, Corporate Finance, Venture Capital, Buyouts, Due Diligence, Investments, Leadership, Restructuring, IPO, M&A experience, Strategic Planning, LBO, Valuation, Investor Relations, Private Placements, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
Saint Michael's College 1984 — 1988
Tandem Diabetes Care, Inc. October 2013 - Present
Ernst & Young October 2010 - October 2013
Ernst & Young LLP July 2005 - September 2010
Skills
SEC filings, US GAAP, Internal Controls, Sarbanes-Oxley Act, GAAP, Auditing, Financial Reporting, Accounting, Financial Accounting, Revenue Recognition, External Audit, CPA, Assurance, Financial Analysis, Big 4, Internal Audit
Education
San Diego State University-California State University 2002 — 2005
Master of Science, Accounting
EY October 2013 - Present
Quantcast March 2013 - October 2013
The Gymboree Corporation September 2011 - March 2013
Ernst & Young LLP 2005 - 2011
Skills
SEC filings, Financial Reporting, Financial Audits, US GAAP, Sarbanes-Oxley Act, GAAP, Internal Controls, CPA, Accounting, Revenue Recognition, Auditing, Financial Accounting, Financial Analysis
Education
San Francisco State University 2002 — 2005
Bachelor of Science (BS), Accounting
San Francisco State University, College of Business 2002 — 2005
B.S., Buss Admin/Accounting
Ernst & Young LLP October 1988 - Present
Skills
Training, Management, Time Management, Sales, Invoicing, Accounting, Auditing, Management Consulting, Microsoft Excel, Budgets, Recruiting, Human Resources, Project Management, Risk Management, Business Process..., Change Management, Strategic Planning, Logistics, Process Improvement, Leadership
Education
Southern Alberta Institute of Technology 1982 — 1984
Secretarial certificate
Impact Advisors October 2012 - Present
Accenture LLP June 2005 - September 2012
Cap Gemini Ernst & Young 2000 - 2005
Capgemini 2000 - 2005
Capgemini (formerly Ernst & Young Consulting) 2000 - 2005
Capgemini Consulting 2000 - 2005
Ernst & Young LLP 1994 - 2000
Ernst & Young Consulting 1994 - 2000
Ernst & Young, Healthcare Consulting 1994 - 2000
E & Y 1994 - 2000
Skills
IT Strategy, Business Transformation, Management Consulting, Business Process..., Change Management, Healthcare Information..., PMO, Program Management, Outsourcing, Healthcare Consulting, Business Intelligence, Process Improvement, Business Development, Business Process, Business Process..., Business Strategy, Consulting, IT Management, Leadership, Operations Management, Performance Improvement, Project Management
Education
Southern Methodist University 1964 — 1968
Bachelor of Business Administration (B.B.A.), Industrial Management
KPMG November 2004 - Present
Ernst & Young LLP 2000 - 2004
Education
Saint Peter's University 1999 — 2001
MBA, Managment Information Systems
Saint Peter's University 1998 — 2000
MS, Accountancy
Fontanero Fluid & Instrument Technologies, LLC November 2007 - Present
Accenture October 2011 - April 2015
Burlington Coat Factory 2008 - 2010
Burlington Stores, Inc. 2008 - 2010
Crashboat Entertainment June 2005 - November 2007
Bristol Myers Squibb/ConvaTec 2000 - 2006
Ernst & Young LLP 1997 - 1999
Skills
Music, Business Strategy, Sales Management, Strategy, Strategic Planning, Negotiation, Start-ups, Contract Negotiation, Budgets, Management Consulting, Team Building, Mergers & Acquisitions, Change Management, Business Process..., Entrepreneurship, Risk Management, Business Planning, Organizational..., Due Diligence, Management, Program Management, Leadership, Project Management
Education
St. Peter's College 1986 — 1987
Ernst & Young LLP Tax AcctArthur Andersen1987 - 1989
Skills
Tax, Financial Reporting, Accounting
Education
Southern Methodist University - Cox School of Business 1983 — 1987
Englewood Hospital and Medical Center June 2004 - Present
Ernst & Young LLP June 1995 - June 2004
Skills
Revenue Cycle
Education
Seton Hall University 1978 — 1982
National Instruments January 2012 - Present
Ernst & Young LLP August 2011 - January 2012
Ernst & Young January 2009 - July 2011
Skills
CPA - California, SEC filings, Accounting, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Financial Accounting, External Audit, GAAP, Financial Analysis, IFRS, Assurance, Cost Accounting, Tax, CPA, Internal Audit, Revenue Recognition
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science, Accountancy
The Chinese University of Hong Kong 2007 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Reuters October 2007 - Present
ThomsonReuters 2007 - Present
A. G. Edwards 2006 - 2007
A.G. Edwards & Sons, Inc. 2006 - 2007
Wachovia Securities 2005 - 2006
Ernst & Young LLP 2000 - 2005
Ernst & Young/Cap Gemini Ernst & Young 2000 - 2005
Cap Gemini Ernst and Young 2000 - 2005
Capgemini 2000 - 2005
Hancock Securities 1998 - 2000
Skills
Business Analysis, PMO, Risk Management, Program Management, Software Project..., SDLC, New Business Development, Vendor Management, Requirements Analysis, Strategy, IT Strategy, Process Improvement, Management, Contract Negotiation, PMP, Management Consulting, Strategic Planning, Change Management, Business Intelligence, Project Management, Account Management, Business Process..., Project Portfolio..., Integration, Analysis, Business Process, Business Transformation, CRM, Cloud Computing, Cross-functional Team..., Enterprise Architecture, IT Management, Outsourcing, SaaS, ITIL, Requirements Gathering, IT Service Management
Education
Washington University in St. Louis 1998 — 2000
MBA
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA
Santa Clara University 1991 — 1995
SLUH
Oracle HR/Tax Program ManagerCisco Systems2000 - 2005
Ernst & Young LLP 1992 - 2000
Nutech Engineers 1980 - 1992
Education
San Jose State University
Vista Equity Partners April 2015 - Present
Blum Capital Partners June 2005 - April 2015
Delphi Ventures April 2004 - June 2005
Ernst & Young LLP 2001 - 2004
Education
San Francisco State University 1997 — 2002
MBA, Finance
San Francisco State University 1994 — 1996
BS, Accounting
Georgia-Pacific LLC December 2013 - Present
Kaplan, Inc. September 2009 - December 2013
Ernst & Young LLP December 2005 - September 2009
California State Board of Equalization 1998 - 2005
Skills
Tax, Indirect Taxation, Sales Tax, Sales, Customer Service, Accounting, Auditing, Corporate Tax, Financial Reporting, Sarbanes-Oxley Act, Tax Accounting, Financial Analysis, Income Tax, Internal Controls, Sales & Use Tax
Education
San Jose State University 1993 — 1998
Bachelor of Science (BS), Business Administration/Accounting
McCauley Sales & Use Tax Consulting February 2013 - Present
Intuit, Inc & Subsidiaries January 2005 - February 2013
24 Hour Fitness, Inc. February 2001 - November 2004
Ernst & Young LLP July 1998 - January 2001
KPMG October 1994 - June 1998
Arthur Andersen LLP August 1991 - September 1994
California State Board of Equalization June 1975 - July 1991
Skills
Sales Tax, Use Tax, Auditing, Tax Research, Sarbanes-Oxley Act, Accounting, Sales & Use Tax, Multi-State Sales Tax, Tax Law, Internal Controls, Voluntary Disclosure, Training, Indirect Taxation, Process Improvement
Education
Thomas Jefferson School of Law 1984 — 1988
Juris Doctor, Law
San Diego State University-California State University 1974 — 1975
B.S., Business Administration - Accounting
Ernst & Young LLP
Skills
Financial Reporting
Education
Southeast Missouri State University 1992 — 1996
Southeast Missouri State University - Harrison College of Business 1993 — 1995
BA in Business Administration, Accounting
Meg Energy November 2013 - Present
Ernst & Young LLP March 2009 - November 2010
PricewaterhousecoopersLLP March 2008 - March 2009
Bruker Biospin December 2003 - March 2008
Malden Mills Industries September 1988 - May 2003
Hitachi Cable September 1986 - September 1988
Bigelow and Company September 1983 - September 1985
Skills
Corptax, Tax, Income Tax, Auditing, Accounting, Tax Preparation, International Tax, Fixed Assets, Account Reconciliation, General Ledger, Financial Statements, Cost Accounting, Finance, US GAAP, Payroll, Accounts Payable, Accounts Receivable, CPA, Payroll Taxes, Budgets, US Tax
Education
Bentley College Graduate School 1989 — 1991
Masters, Taxation
Southern New Hampshire University 1979 — 1983
B.S, Accounting
Carrizo Oil & Gas, Inc. January 2010 - Present
Ernst & Young LLP May 2002 - December 2009
Arthur Andersen LLP June 1988 - May 2002
Education
Southwest Baptist University 1984 — 1988
Bachelor's degree, Accounting and Business
Brand Energy & Infrastructure Services, Inc. July 2011 - Present
Brand Energy & Infrastructure Services, Inc. November 2007 - June 2011
Pac-West Telecomm, Inc. 2000 - 2008
Ernst & Young LLP 1997 - 1999
Russell Miller Inc. 1995 - 1997
United States Marine Corps August 1987 - August 1991
Skills
Mergers, Restructuring, Business Valuation, Accounting, Budgeting, Financial Analysis, Business Planning, Financial Reporting, Budgets, Mergers & Acquisitions, Management, Strategy, Finance, Corporate Finance, Process Improvement, Leadership, Forecasting
Education
University of the Pacific - Eberhardt School of Business 1993 — 1995
B.S., Finance Concentration
San Joaquin Delta College 1991 — 1993
Associates, General Education
CFA Institute
CFA Designation, Finance and Investment Mgmt.
Added Value Management Services June 2001 - Present
Total Pay Inc. January 1999 - June 2001
Ernst & Young LLP April 1997 - November 1998
Mellon Bank July 1994 - April 1997
Bankers Trust Corp January 1986 - July 1994
Citibank December 1983 - January 1986
Education
Saint Peter's University 1978 — 1981
BS, Accounting
Constellation Brands, Inc. April 2013 - Present
Ernst & Young LLP July 2010 - April 2013
Hutchings Financial Group March 2009 - May 2009
The Bonadio Group January 2009 - March 2009
Skills
Assurance, Auditing, Internal Controls, Internal Audit, Financial Reporting, Corporate Finance, Finance, Sarbanes-Oxley Act, Accounting, Financial Accounting, US GAAP, Analysis, Financial Analysis
Education
Saint John Fisher College 2006 — 2010
Bachelor of Science, Accounting, 3.94
Ernst & Young LLP September 2012 - Present
Ernst & Young LLP May 2008 - October 2012
B.P.Rao & Co April 2005 - May 2008
Skills
IT Audit, Auditing, ERP, SAP, Data Analysis, Financial Audits, Sarbanes-Oxley Act, SAP Implementation, CISA, Accounting, Big 4, Analysis, Assurance, Business Process, Business Valuation, Business Process..., IFRS
Education
Institute of Chartered Accountants of India 2004 — 2007
CA
Sri Sathya Sai Institute of Higher Learning 2000 — 2003
B.Com (H), Accounts, Costing, Mgmt acts & Tax
Information Systems Audit & Control Association
CISA
New Green Fields Public School
Ernst & Young LLP November 2011 - Present
Silicon Valley Community Foundation 2010 - 2011
Saratoga Capital, Inc. 2010 - 2010
Jerome A. Bellotti & Associates April 2003 - 2009
Jerome A. Bellotti & Associates October 2001 - March 2003
Burr, Pilger & Mayer LLP February 2000 - July 2001
Skills
Accounting, Auditing, Financial Reporting, US GAAP, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, SOX 404, SEC filings, Financial Accounting, Financial Analysis, General Ledger, Finance, Financial Statements
Education
San Francisco State University, College of Business 1997 — 2000
Master of Science in Business Administration, Accounting
Gucci July 2014 - Present
Richemont May 2013 - June 2014
Richemont July 2007 - April 2013
Ernst & Young LLP February 2004 - June 2007
Skills
Talent Acquisition, Human Resources, Talent Management, Succession Planning, Recruiting, Employee Relations, Performance Management, Change Management, HR Policies
Education
Teachers College of Columbia University 2002 — 2004
Masters, Social-Organizational Psychology
St. John's University 1998 — 2002
Bachelor's degree, Psychology
Kronos 2009 - Present
Kronos 2009 - 2009
Kronos 2006 - 2009
Independent Consultant 2004 - 2006
Levi, Ray & Shoup, Inc 2003 - 2004
CorVu Corporation / Progress Software 1999 - 2002
Walker Interactive Systems, Inc. 1997 - 1999
Ernst & Young LLP 1990 - 1997
Skills
Enterprise Software, SaaS, Business Intelligence, Strategy, Business Process, Business Development, Management, Sales Process, Analytics, Sales Operations, Project Management, Selling, Direct Sales, New Business Development, Sales Management, Cloud Computing, Solution Selling
Education
Continuing Sales, Sales Presentation and Business Analysis Study
Professional Development
Santa Clara University
BSC, Business Management
GE Equity October 2010 - Present
GE Commercial Finance, Corporate Lending 1999 - Present
GE Capital Sponsor Finance May 2009 - October 2010
AIG Global Investment Group, Inc. January 1996 - May 1999
Ernst & Young LLP November 1990 - December 1995
Spicer & Oppenheim LLC (formerly Oppenheim, Appel, Dixon & Co.) September 1986 - November 1990
Skills
Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Audits, US GAAP, Financial Modeling, Microsoft Excel, Due Diligence, Financial Accounting, Corporate Finance, Finance, Risk Management, Auditing
Education
Siena College
Bachelor of Business Administration (BBA), Accounting
G&L PhotoGraphics November 2008 - Present
Ernst & Young LLP 2004 - Present
Ernst & Young LLP 1990 - 2004
Ernst & Young LLP 1981 - 1990
Skills
Logo Design, Layout, Graphics, Brochures, Microsoft Word, Corporate Identity, Graphic Design, Illustrator, Microsoft Office, InDesign, Microsoft Excel, Adobe Creative Suite, PowerPoint, Photoshop, Mac, Illustration, Flash, Adobe Acrobat, Digital Photography, Flash Animation, Dreamweaver, Corporate Branding, QuarkXPress, Web Design
Education
Contra Costa College 2009 — 2011
Associate of Arts (AA), Liberal Arts Degree/Certificate of Completion in Graphic Design
University of California, Los Angeles 1973 — 1974
Humanities
San Jose State University 1970 — 1973
Graphic Arts
Ernst & Young LLP June 1999 - Present
Alliance November 1998 - June 1999
Sage US November 1997 - November 1998
Luminator US May 1995 - November 1997
Skills
Financial Reporting, Financial Analysis, Fraud Auditing
Education
Sam Houston State University 1990 — 1992
MBA, Business Administration
Sam Houston State University 1985 — 1989
BBA, Accounting
Ernst & Young LLP March 1988 - Present
Arthur Andersen 1985 - 1988
Skills
Tax
Education
Seton Hall University 1987 — 1990
MS, Taxation
Seton Hall University 1977 — 1981
BS, Accounting
EY October 2001 - Present
Ernst & Young LLP October 2001 - July 2013
Ernst & Young, LLP 2004 - 2004
Skills
Assurance, Financial Reporting, Auditing, Accounting, SEC filings, US GAAP, External Audit, Big 4, Sarbanes-Oxley Act, Internal Controls, GAAP, Sarbanes-Oxley, Managerial Finance, Revenue Recognition, CPA, IFRS, Consolidation, COSO, Forensic Accounting, Enterprise Risk..., Financial Audits
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2010
Masters in Business Administration
Saint Vincent College 1997 — 2001
Bachelor of Science, Accounting (Finance Minor)
BDO USA, LLP August 2014 - Present
BDO USA, LLP April 2013 - Present
AICPA August 2007 - April 2013
Ernst & Young LLP August 2003 - August 2007
Skills
Accounting, Auditing, Internal Controls, US GAAS, Peer Reviews, US GAAP, GAAP, CPA, Assurance, SEC filings, External Audit, Sarbanes-Oxley Act, Financial Reporting
Education
University of Virginia 2003 — 2004
Masters of Science, Accounting
South Carolina State University 1999 — 2003
Bachelor of Science, Accounting, Summa Cum Laude
PBL
PBL
Kershner Trading Group December 2008 - March 2009
Texas Department of State Health Services April 2007 - November 2008
Cisco 1998 - 2000
Ernst & Young LLP 1987 - 1993
Education
The University of Texas at Austin 1981 — 1983
MSChE, Chemical Enginnering
St. Edward's University 1978 — 1979
MBA, Business Adminstration
Sysco Virginia, LLC July 2007 - June 2013
Sysco Corporation January 2004 - June 2007
Ernst & Young LLP January 2001 - December 2003
Skills
General Ledger, Forecasting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, Fixed Assets, Accounts Receivable, Accounts Payable, GAAP, Account Reconciliation, Accruals, Auditing, Financial Accounting, Financial Statements
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1996 — 2000
Bachelor of Science (BS)
Rocket Fuel Inc. September 2014 - Present
QuinStreet September 2009 - September 2014
Ernst & Young LLP December 2005 - September 2009
SGV & Co. (a member practice of Ernst & Young Global) January 2002 - December 2005
Skills
Sarbanes-Oxley Act, US GAAP, SEC filings, Financial Reporting, Accounting, CPA, Auditing, IFRS, GAAP, Internal Controls, External Audit, Financial Accounting, Assurance, Financial Analysis, Sarbanes-Oxley, Big 4, Consolidation, SEC Filings
Education
Silliman University
B.S., Accountancy
Hydro One, Inc April 2011 - Present
Ernst & Young LLP March 2005 - April 2011
KPMG LLP April 2002 - January 2005
Ernst & Young LLP January 1997 - January 2001
Skills
Internal Controls, Internal Audit, Financial Risk, Auditing, Risk Assessment, Business Process, ERP, Information Security, Analysis, Information Technology, Enterprise Risk..., IT Audit, Sarbanes-Oxley Act, CISA
Education
San Beda College 1994 — 1997
Bachelor of Science, Accountancy
IBM Advance Career Education
Java
Berris Mangan Valuations Inc. December 2010 - Present
Ernst & Young LLP July 2003 - November 2010
Education
Simon Fraser University 1968 — 1971
B.Sc., Chemistry, Commerce
Interthinx, a First Amercian Company November 2007 - Present
Countrywide Financial Corp August 1999 - September 2007
Ernst & Young LLP March 1994 - August 1999
Skills
Agile Methodologies, Software Project..., Requirements Analysis, SDLC, Software Development, Microsoft SQL Server, Enterprise Architecture, Scrum, Business Intelligence, SQL, Databases, XML, .NET, Agile Project Mgmt, Business Systems..., Analytics
Education
University of Southern California 1992 — 1993
Master of Science (MS), Counseling Psychology
St. John Fisher College 1974 — 1976
Bachelor of Arts (B.A.), Psychology, Statistics
KPMG US January 2015 - Present
EY September 2013 - January 2015
Ernst & Young LLP September 2011 - January 2015
Accounting Students Organization (ASO) April 2006 - January 2007
Skyline College Bookstore December 2001 - August 2004
Raji Jweinat Automobile Trading January 2000 - June 2000
The Ranch July 1997 - January 2000
Skills
Auditing, Accounting, GAAP, Internal Controls, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, External Audit, SEC filings, Assurance, Revenue Recognition, Internal Audit, Financial Statements, Financial Analysis, Big 4, QuickBooks, SAS70, Due Diligence, IPO, Mergers, Private Equity, Analysis, Financial Services, SOX 404, Enterprise Risk..., Entrepreneurship, Time Management, Management Consulting, SEC Financial Reporting, Accountants
Education
San Francisco State University, College of Business 2004 — 2010
BS, Accounting, Marketing, & International Business
Skyline College 2001 — 2004
AS, Accounting
Covidien October 2013 - Present
Covidien October 2012 - Present
Covidien November 2011 - October 2012
Covidien (Formerly Tyco) October 2008 - November 2011
ArvinMeritor July 2007 - September 2008
Tyco International June 2006 - July 2007
Ernst & Young LLP September 2003 - June 2006
Education
Shanghai University 1999 — 2003
Bachelor, Finance
Ernst & Young LLP (New York, NY) June 2010 - Present
Ernst & Young LLP December 2009 - April 2011
Marhsall and Stevens November 2007 - December 2009
Kepak Group January 2004 - July 2004
Skills
Valuation, Restructuring, Financial Modeling, Financial Analysis, Due Diligence, Management, Mergers & Acquisitions, Microsoft Office, Finance, Analysis, Private Equity, Financial Reporting, Investments
Education
Shippensburg University of Pennsylvania 2002 — 2005
B.S.
Central Bucks East 1998 — 2001
High School
JPMorgan Chase November 2013 - Present
Ernst & Young LLP November 2010 - November 2013
Public Service Enterprise Group (PSEG) January 2009 - November 2010
Ospraie Management LLC May 2007 - September 2008
Deutsche Bank April 2006 - April 2007
Constellation Energy Commodities Group November 2002 - March 2006
Reliant Resources, Inc. April 2000 - September 2002
Bank of Nova Scotia August 1998 - March 2000
Skills
Consulting, Project..., Finance, Mathematics, Languages & Systems, Software and Vendor..., Hedge Funds, Basel II, Credit Risk, Commodities, Model Validation, Volatility, Market Risk, Quantitative Finance, Derivatives, Quantitative Analysis, Stress Testing, Fixed Income, VAR, Capital Markets, Risk Management, FX, Structured Products, Credit Derivatives, Monte Carlo Simulation, Hedging, Valuation, Investment Banking, Basel III, Quantitative Analytics, Commodity, Commodity Markets, FX Options, Financial Modeling, Options, Equities, Equity Derivatives, Portfolio Management, Swaps, Corporate Finance, Trading, Liquidity Risk, Structured Finance, Bonds, Portfolio Optimization, Interest Rate..., Counterparty Risk, Bloomberg, Investments, Financial Structuring, Financial Engineering
Education
University of Toronto 1995 — 1999
Ph.D., Financial Economics(Concentration:Finance/Econometrics)
University of Toronto 1994 — 1995
M.A, Economics
Shandong University 1990 — 1993
M.S., Mathematics
Shandong University 1986 — 1990
B.S., Mathematics
Lexicon Relocation November 2014 - Present
Ernst & Young LLP January 2011 - October 2014
Ernst & Young Ltd August 2007 - December 2010
EY February 1995 - July 2007
PwC September 1991 - September 1994
Touche Ross September 1990 - August 1991
Skills
International Tax, Tax Advisory, Corporate Tax, Big 4, US GAAP, Tax, Accounting, Financial Reporting, Expatriate Tax, Income Tax, CPA, Tax Research, Global Mobility, Management, US Tax
Education
Saint Peter's University 1984 — 1988
Bachelor of Science (BS), Accounting
University of Strathclyde 1986 — 1987
International Student Exchange Program (ISEP)
CrossonVoyer Trust Company Inc. December 2014 - Present
CrossonVoyer LLP July 2014 - Present
Ernst & Young LLP July 2003 - June 2014
Crosson Voyer and Blair Crosson Voyer June 1989 - June 2003
Deloitte August 1985 - May 1989
Skills
Estate Planning, Business Valuation, International Tax, Assurance, IFRS, External Audit, Internal Controls, US GAAP, Due Diligence, Accounting, Auditing, Corporate Finance, Tax
Education
Simon Fraser University
Bachelor of Business Administration (BBA), Commerce and Computer Sciences
Thach Family Group January 2014 - Present
David Thach, CPA 2008 - 2014
Ernst & Young LLP 1986 - 2007
Skills
Due Diligence, Valuation, Mergers & Acquisitions, Private Equity, Corporate Finance, Financial Modeling, Investments, Finance, Restructuring, Financial Analysis, Venture Capital, Management Consulting
Education
The University of Texas at Austin - Red McCombs School of Business 1984 — 1986
Master of Business Administration (MBA), Finance and Taxation
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Chesapeake Lodging Trust December 2012 - Present
Erickson Living May 2011 - December 2012
Ernst & Young LLP October 2006 - April 2011
Education
Salisbury University - Perdue School of Business
MBA
Salisbury University - Perdue School of Business 2001 — 2005
B.S., Accounting
Ernst & Young LLP 2011 - Present
Ernst & Young 2004 - 2011
Ernst & Young LLP 1997 - 2004
Skills
US GAAP, Auditing, Mergers & Acquisitions, Internal Controls, Due Diligence, Divestitures, IFRS, Financial Statement..., US generally accepted..., International Financial..., Internal Controls..., Financial Due Diligence, Regulatory Reporting..., Accounting change and..., Technical accounting...
Education
Simon Fraser University 1992 — 1997
Bachelor of Business Administration, Accounting
Ernst & Young LLP June 2004 - Present
Skills
Internal Controls, Financial Reporting, US GAAP, Sarbanes-Oxley Act, SEC filings
Education
Sichuan University
University of North Carolina at Chapel Hill
Encana January 2010 - Present
Ernst & Young LLP 2003 - 2009
PwC January 1998 - November 2003
Skills
Corporate Tax, Tax Accounting, Corporate Tax Planning, International Tax, Tax Research, Tax Preparation, Transfer Pricing, Partnership Taxation, Tax Returns, Tax Law, GAAP, Big 4, US GAAP, IFRS, SEC filings, FIN 48, Sarbanes-Oxley Act, Internal Controls
Education
University of Waterloo 1997 — 1999
Master of Taxation
Simon Fraser University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
The Warranty Group October 2011 - Present
Ernst & Young LLP September 2004 - October 2011
Skills
Financial Reporting, Internal Controls, Auditing, GAAP
Education
Saint Xavier University 2003 — 2004
Master of Science, Finance
Saint Xavier University 1999 — 2003
Bachelor of Science, Accountancy
Silverlake January 2004 - November 2011
Connectif Sdn Bhd May 2001 - December 2003
Ernst & Young Asia-Pacific GCC December 1998 - May 2000
Ernst & Young LLP May 1995 - November 1998
Skills
Business Development, Coordination, Curriculum Design, Document Management, E-Learning, Gap Analysis, Hands-on Training, Instructional Design, Job Coaching, Job Descriptions, Knowledge Management, Leadership Development, Lecturing, Microsoft Office, Marketing Research, Mentoring, Office Management, PowerPoint, Program Development, Project Management, Project Planning, Project Delivery, Quality Assurance, Quality Auditing, Recruiting, Strategic Planning, Training, Teaching, Team Building, Team Leadership, Team Management, Technical Writing, User Interface Design, Visual Basic, Visio, Writing, Windows
Education
Southern Illinois University, Carbondale 1994 — 1995
Master's degree, Educational/Instructional Technology
Southern Illinois University, Carbondale 1991 — 1993
Bachelor of Science (B.Sc.), Business Administration and Management, General
Southern Illinois University, Carbondale 1981 — 1985
Bachelor of Science (BSc), Business Administration/Finance
FedEx Express January 2011 - Present
FedEx Express June 2005 - January 2011
Growers Express January 2004 - April 2005
CaseCentral May 2003 - October 2003
Pacific Gas and Electric Company March 2003 - May 2003
Ernst & Young LLP September 2000 - March 2003
Skills
Accounting, Auditing, US GAAP, General Ledger, Financial Analysis, Internal Controls, Consolidation, Mergers & Acquisitions, Intercompany..., Transfer Pricing, Due Diligence, Intangible Assets, Purchase Price..., SOX 404, International..., International Relations
Education
Santa Clara University 1996 — 2000
Bachelor of Science (B.S.), Accounting
FJM Advisory Services June 2012 - Present
IHS Inc. 2000 - 2012
Ernst & Young LLP August 1999 - February 2000
Ryder TRS 1998 - 1999
Price Waterhouse LLP 1993 - 1998
Skills
Mergers & Acquisitions, Due Diligence, International..., Corporate Tax, Process Improvement, People Skills, Communication, International Tax, State Tax, Project Management, US Tax, Sales & Use Tax, Executive Compensation..., Financial Accounting, Cross-functional Team..., Team Leadership, Staff Development, Tax Accounting, Tax Returns, Tax Advisory, Communication Skills, Energetic Self-Starter, Corporate Tax Planning, IRS problem resolution, Maintaining A Positive..., Coaching Baseball
Education
Santa Clara University 1975 — 1979
Bachelor of Science (BS), Accounting
Ernst & Young LLP October 2013 - Present
Ernst & Young October 2008 - October 2013
Skills
Corporate Tax, Tax Accounting
Education
St. John's University
Master of Science (MS), Taxation
St. John's University
Bachelor of Science (BS), Accounting
Ernst & Young LLP July 2015 - Present
AIG Inc. June 2008 - Present
AIG, Inc. June 2008 - Present
CIT January 2006 - June 2008
Barclays Investment Bank January 2000 - January 2006
White & Case July 1996 - January 2000
Prudential Financial January 1991 - July 1996
Skills
Tax Attorney and..., Mergers & Acquisitions, Financial Services, Investments, Portfolio Management, Capital Markets, Finance, Financial Modeling, Restructuring, Structured Finance, Strategy
Education
Seton Hall University School of Law 1994 — 1996
Juris Doctor, Law
State University of New York at Stony Brook 1987 — 1991
Bachelor of Arts (BA), Economics & Politics
Freeport McMoran Oil and Gas July 2014 - Present
Freeport McMoran Oil and Gas March 2013 - July 2014
Plains Exploration and Production March 2012 - March 2013
Plains Exploration and Production August 2005 - March 2012
Dynegy July 2003 - August 2005
Ernst & Young LLP August 1999 - July 2003
Skills
Sarbanes-Oxley Act, Internal Audit, Accruals, Internal Controls, Auditing, Accounting, Financial Analysis, Accounts Payable, SEC filings, Account Reconciliation, GAAP, US GAAP, Cost Accounting, Variance Analysis, Project Management, Contract Management, Inventory Control, Vendor Management, IT Procurement, Procurement, Supply Chain...
Education
J. Frank Dobie
Sam Houston State University
Bachelor of Business Administration (B.B.A.), Accounting
Texas A&M University