H & R Block
Industry: Tax preparation company
DescriptionH&R Block, Inc., or H&R Block, is an American tax preparation company operating in North America, Australia, and India. The company was founded in 1955 by brothers Henry W. Bloch and Richard Bloch. As of 2018, H&R Block operates approximately 12,000 retail tax offices staffed by tax professionals worldwide. Customer service: 00 1 800-472-5625 Headquarters: Kansas City, Missouri, United States CEO: Jeff Jones Subsidiaries: H&R Block ltd, H&R Block Services Inc,
H & R Block List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at H & R Block. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,760 H & R Block employees in database. Find out everything there's to know about H & R Block employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
H & R Block Employees
Tom Early, CPA October 2014 - Present
Edward C. David & Company CPAs PLLC October 2013 - April 2014
CUMMINGS, LAMONT & MCNAMEE, P.A. January 2011 - April 2011
MALONEY & KENNEDY, PLLC June 2008 - October 2010
H & R BLOCK November 2007 - May 2008
US Navy November 1987 - November 2007
Skills
Tax, Microsoft Office, Accounting, Microsoft Excel, Microsoft Word, Budgets, QuickBooks, PowerPoint, Public Speaking, Customer Service
Education
Southern New Hampshire University 2011 — 2013
Master of Science (MS), Accounting, 3.83
Columbia College of Missouri 2006 — 2009
Bachelor of Arts (B.A.), Business Administration, 3.50
Bishop Brady High School
TSYS February 2013 - Present
H & R Block July 2009 - Present
JVL Laboratories, Inc. February 2003 - February 2013
Business Outreach Program (www.businessoutreach.org) April 2009 - December 2012
School of Business, Southern Illinois University Edwardsville January 2000 - May 2002
Aptech June 1998 - December 1999
Skills
Marketing, Sales, Management, Logistics, Operations, Business Strategy, Tax Preparation, Income Tax Planning..., Internet Strategy, Non-Profit, Small business..., Social Media Marketing, Small Business, Non-profits, Income Tax, Strategy, Project Management, Analysis, Budgets, Forecasting, Project Planning, Business Development, Leadership, Marketing Strategy, Team Building, Start-ups, Team Leadership, Time Management, E-commerce, Advertising, Finance, Entrepreneurship, CRM, Consulting, Business Planning, Recruiting, Training, Competitive Analysis, Social Networking, Strategic Partnerships, Online Marketing, Market Research, Lead Generation, Management Consulting, Strategic Planning, Analytics, Marketing Communications, New Business Development, Public Relations
Education
Southern Illinois University, Edwardsville 2000 — 2002
MBA, E-Business and General Management
University of Kerala 1996 — 1998
Masters, Public Administration
University of Kerala 1989 — 1992
BS, Zoology
Columbus Technical College 2008 — 2009
Coursework, Individual and Business Taxes
H & R Block December 2002 - Present
Toys R Us October 2008 - June 2010
Gate Gourmet February 2000 - December 2005
Skills
Active Learning, Critical Thinking, Compliance, Service Orientation, Customer Service, Customer Experience, Delegation, Accountability, Flexible Working, Analytical Abilities, Classroom Instruction, Large Group Facilitation, Analytical Skills, Management, Training, Spreadsheets, Payroll, Bank Reconciliation, Tax Returns, Customer Satisfaction, Team Building, Customer Relations, Time Management, Customer Insight, Sales, Microsoft Excel, Tax Preparation, Supervisory Skills, Customer Retention, Team Leadership, Tax Accounting, Income Tax, Microsoft Office
Education
Strayer University-Georgia 2012 — 2014
Associate of Arts and Sciences (AAS), Business Administration and Management, General
H & R Block
Skills
Tax Preparation, Accounting, Financial Reporting, General Ledger, Budgets, Management, Microsoft Excel, Project Management
Education
State University of New York Empire State College
Loretta Baker Ministries, Inc. December 1998 - Present
Office of Employment and Training November 2007 - December 2013
H & R Block December 1993 - May 2000
Skills
Executive Coaching, Organizational..., Career Development, Soft Skills, Instructional Design, Community Outreach, Adult Education, Career Counseling, Leadership, Research, Nonprofits, Team Building, Event Planning, Social Networking, Customer Service, Fundraising, Program Development, Public Speaking, Training, Leadership Development, Coaching, Teaching, Volunteer Management, Staff Development, Program Management, Strategic Planning, Management
Education
The Southern Baptist Theological Seminary 1999 — 2015
Master of Divinity (M.Div.), Theology/Theological Studies
I M TERRELL HIGH SCHOOL
Investax Business Strategies January 2011 - Present
Robert Half International 2013 - 2013
H & R Block 2006 - 2011
Skills
Accounting, Financial Analysis, Account Reconciliation, Financial Reporting, Microsoft Excel, SharePoint, QuickBooks, PowerPoint, Accounts Receivable, Microsoft Word, Business Analysis, Project Planning, Project Management, MS Project, CompTIA Project+, CompTIA A+, CompTIA Network+, CompTIA, Budgets, Management, Tax
Education
New Horizons Computer Learning Centers 2013 — 2014
Studying for Professional Certifications (PMP, CBAP, CompTIA IT), A+, Network+, Project+, Project Management, Business Analysis
The University of Texas at Arlington 1976 — 1979
Accounting and Computer Science
H & R Block 1991 - 1996
E-Z Mart 1990 - 1991
Skills
Preparing individual..., QuickBooks, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking
Education
Southern Arkansas University 2010 — 2013
(B.S.) Sociology 1990 and (B.B.A.) Accounting 2013, Sociology & Anthropology (Social Work)/ Accounting
Microsoft October 2012 - Present
H & R Block January 2011 - April 2011
MetroPCS June 2008 - December 2010
Budget Rent a Car May 2003 - November 2007
Skills
Profit, Microsoft Office, Team Building, Time Management, PowerPoint, New Business Development, Sales Operations, Call Center, Recruiting, Coaching, Loss Prevention, Training, Budgets, Leadership, Sales Process, Phone Etiquette, Strategic Planning, Human Resources, Marketing, Salesforce.com
Education
The College of New Rochelle 2008 — 2010
Communication Arts, Communication Arts
Department of Education 1990 — 1990
General Equivalency Diploma, All Acedemic Courses
Orion Township Public Library June 2014 - Present
H&R Block January 2014 - April 2014
Curves of Oxford May 2013 - December 2013
Northern Seafood Company May 2013 - November 2013
H & R BLOCK January 2013 - April 2013
Chic Antiques February 2011 - January 2013
H&R Block January 2006 - April 2011
Boulder Pointe Golf Club and Banquet Center April 2007 - August 2009
The Wyndgate Golf and Country Club August 2001 - April 2005
Skills
Customer Service, Data Entry, Microsoft Word, Customer Satisfaction, Microsoft Office, Microsoft Excel, Outlook, Call Center, PowerPoint, Fax, Sales, Teamwork, Administrative..., Keyboard Skills, Retail, Call Centers, Advertising, Invoicing, Public Speaking
Education
St. Clair College 1970 — 1971
Associate's degree, Administrative Assistant and Secretarial Science, General
Walkerville Collegiate Institute 1965 — 1970
Grade 13 Diploma, General Arts and Sciences
Yahoo January 2015 - Present
BrightRoll September 2014 - December 2014
Omnicom Media Group June 2013 - August 2014
Omnicom Media Group December 2011 - May 2013
Starcom MediaVest Group February 2011 - November 2011
Americash Loans LLC August 2010 - February 2011
H & R Block December 2007 - April 2010
Southern Illinois Miners April 2009 - September 2009
R & A Hart Construction Inc June 2003 - June 2007
Skills
Microsoft Excel, Customer Service, Management, Recruiting, Marketing, Digital Marketing, Advertising, Online Advertising, Digital Media, Digital Strategy, Media Planning, Mobile Advertising
Education
Southern Illinois University, Carbondale 2006 — 2009
Marketing, Management
Ardmore Associates, LLC July 2013 - Present
Chicago Department of Transportation July 1981 - June 2013
H & R Block 1992 - 1995
Skills
Inspection, Stormwater Management, Road, Engineering, Drainage, Civil Engineering, Sewer, Construction Management, Project Management, Construction, Water, Transportation..., Bridge, Microstation, Surveying, Highways, Concrete, Traffic Engineering, Transportation Planning, Municipalities, Erosion Control, Private Pilot, Land Development
Education
Southern Illinois University, Edwardsville
Bachelor of Science Civil Engineering
H&R Block November 2009 - June 2015
H & R Block November 2011 - October 2014
Pizza Hut March 2009 - April 2011
Skills
Customer Relations, Customer Retention, Customer Satisfaction, Customer Service, Supervisory Skills, Tax Preparation, Time Management, Data Entry, Inventory Management, Telephone Skills, Leadership, Team Leadership, Team Building, Microsoft Office, Microsoft Word, Inventory Control, Payroll, Accounting, PowerPoint, Process Scheduler, Management, Hiring, Microsoft Excel, QuickBooks, General Ledger, Bookkeeping, Auditing
Education
Tarrant County College 2013 — 2016
Associate of Applied Sciences, Business Administration and Management, General
Green B. Trimble Technical 2006 — 2007
High School Diploma, Emergency Medical Technology/Technician (EMT Paramedic)
United Parcel Service September 2015 - Present
GM Financial June 2015 - August 2015
JP Morgan Chase August 2011 - May 2015
JP Morgan Chase Bank Auto Finance June 2010 - August 2011
AT&T November 2009 - June 2010
H & R Block August 2008 - February 2010
MTN Nigeria Communications Ltd May 2006 - July 2008
MTN Nigeria Communications Ltd June 2004 - May 2006
Skills
Banking, Access, Account Reconciliation, Auditing, Loans, Software Documentation, Accounting, Credit, Accounts Receivable, Accounts Payable, Management, Finance, Microsoft Excel, Financial Accounting, Customer Service
Education
The University of Texas at Arlington - College of Business Administration 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Lagos State University Jibowu Campus 2005 — 2006
MBA, Financial Management
Kwara State Polytechnic 1995 — 2000
HND, Accountancy
Raytheon January 2014 - Present
ABM Industries March 2013 - January 2014
Air Serv Corporation (an ABM Company) May 2012 - March 2013
Turner Broadcasting January 2012 - May 2012
Nissan North America June 2011 - May 2012
The Covenant Group October 2010 - May 2011
StandardAero/Dubai Aerospace June 2007 - August 2010
ACT 1 Group of Companies November 2005 - June 2007
H & R Block 2004 - 2005
Skills
Employee Relations, Succession Planning, Recruiting, Organizational..., Human Resources, Talent Management, Leadership Development, Performance Management, Onboarding, Talent Acquisition, Analysis, Applicant Tracking..., Benefits Administration, College Recruiting, Employee Training, HRIS, Change Management, Deferred Compensation, Employee Benefits, Employee Engagement, Interviews, Labor Relations, Leadership, Management, Mergers, New Hire Orientations, Operations Management, PeopleSoft, Personnel Management, Sourcing, Strategic Planning, Strategy, Temporary Placement, Training, Workforce Planning, Coaching
Education
Texas Southern University 1990 — 1995
BA -Broadcast Journalism
Michael E Debakey Highs School for Health Professions
Michael E Debakey Highs School for Health Professions
Michael E Debakey Highs School for Health Professions
University of Houston
MA - Industrial and Organizational Psychology
R Larry Farmer CPA December 2012 - Present
Allen ISD August 2005 - May 2010
H & R Block December 1999 - April 2003
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Customer Service, Accounts Payable, Accounts Receivable, Research, Financial Reporting, Account Reconciliation, Payroll, English, General Ledger, Bookkeeping, Income Tax, Tax Preparation, QuickBooks, Financial Statements
Education
College of St. Catherine 1979 — 1982
Bachelor of Business Administration (B.B.A.), Accounting with minors in Economics and Psycology
St. Olaf College 1978 — 1979
Catfish Bend Casino April 2013 - Present
H & R Block December 2014 - March 2015
Catfish Bend Casino October 1994 - April 2013
Skills
Managing multiple..., Monitoring progress..., Associating new..., Gathering information..., Choosing and..., Interviewing people for..., Responding to..., Speaking to explain..., Updating skills..., Practicing integrity..., Working well with..., Reading to follow..., Meet deadlines., Ability to delegate., Ability to plan., Results oriented., Customer Service..., Supervise others., Accept responsibility., Desire to learn and..., Good time management., Solve problems., Work independently., Computer Skills., Follow instructions., Detail-oriented., Take inventory., Patient., Persuasive., Confront others., Pleasant., Supportive., High energy., Working with others., Adaptable., Outgoing., Communicate verbally., Understand the big..., Motivate people., Self-motivated., Take risks., Payroll, Microsoft Excel
Education
Kaplan University-Davenport Campus 2012 — 2014
Bachelor's degree, Accounting
Southeastern Community College 2008 — 2011
Associate of Arts and Sciences (AAS), Accounting
ARNI Advantage Referral Network, Inc. December 2012 - Present
Virtual Assistant January 2010 - Present
Coldwell Banker Advantage Cary NC March 2012 - December 2012
Prime Internal Medicine February 2009 - August 2009
Quality Staffing September 2008 - December 2008
Advanced Pelvic Surgery April 2002 - January 2008
H & R Block December 2001 - April 2002
Lakota & Mason School Districts,, OH April 2001 - April 2002
Rockwood School District August 1998 - March 2001
Hide-Away Preschool December 1995 - June 1998
Skills
Short Sales, Sellers, First Time Home Buyers, Real Estate, Buyer Representation, Relocation, Foreclosures, Investment Properties, Single Family Homes, Listings, REO, Condos, New Home Sales, Residential Homes, Investors, Referrals, Townhomes, Luxury, Real Estate Transactions, Rentals
Education
St. Louis Community College
Associate's degree, Business Administration and Management, General
Distressed Capital Management, LLC September 2014 - Present
H & R Block January 2014 - Present
Independent October 2011 - Present
Bank of America April 2007 - September 2011
New Century Mortgage March 2002 - April 2007
Option One Mortgage 1999 - 2002
Skills
Credit, Mortgage, Credit Risk, Pricing, Financial Modeling, Capital Markets, Risk Management, Strategic Planning, Investments, Project Management, Process Improvement, Loans, Mortgage Lending, Portfolio Management, Banking, Finance, Business Analysis, Budgets, Corporate Finance, Forecasting, Financial Analysis, Financial Services, Analytics, Loan Origination, Credit Analysis, Cross-functional Team..., Strategic Financial..., Mergers & Acquisitions, Mortgage Banking, Executive Management, Financial Risk, Underwriting, Asset Management, Cash Management, Residential Mortgages, Valuation, Due Diligence, Securities, Financial Structuring, Fixed Income, Structured Finance
Education
The Johns Hopkins University - Carey Business School
M.S., Finance
University of Pennsylvania - The Wharton School
B.S. Economics
H&R Block Franchise November 2012 - Present
EttTone Productions 2009 - Present
Bigham Rentals 2000 - Present
H & R Block 1978 - Present
Skills
Small Business Marketing, Event Management, Accounting, Payroll, Income Tax, Property Management, Vacation Rental, Event Based Marketing, Public Speaking, Public Relations, Year End Accounts, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Marketing, Outlook, Social Networking, Event Planning, Small Business, Bookkeeping, Nonprofits, Budgets, Tax Preparation, Social Media Marketing, Leadership, Strategic Planning, Time Management, Sales, Accounts Receivable, Team Building, Management, Training, Fundraising, Customer Satisfaction
Education
The University of Tennessee at Chattanooga 1976 — 1978
accounting, business management
Revere Rossetti-Cowan Senior Center & Council on Elder Affairs July 2013 - Present
Dan Rizzo for Mayor Campaign Committee November 2010 - April 2015
Salesian Boys & Girls Club of East Boston May 2011 - July 2013
H & R Block November 2010 - April 2011
Self-Employed December 2009 - November 2010
CreativeOne Direct (a division of Amergent) October 2008 - June 2009
Bank of America November 2007 - March 2008
MFA -Moody, Famiglietti & Andronico, LLP October 2005 - November 2007
Massachusetts Citizens For Life, Inc. November 2003 - October 2005
FleetBoston Financial Corporation 2000 - 2003
Skills
Fundraising, Public Relations, Direct Mail, Marketing, Copywriting, Project Management, Internal & External..., Vendor Relationships, Marketing Communications, Email Marketing, Social Media, Direct Marketing, Lead Generation, Event Planning, Strategic Planning, Marketing Strategy, Public Speaking, Social Media Marketing, Non-profits, Integrated Marketing, Advertising, Media Relations, Event Management, Press Releases, Online Marketing, Digital Marketing, Online Advertising, Newsletters, Multi-channel Marketing, Internal Communications, Product Marketing, Budgets, Copy Editing, Sales, Nonprofits, Leadership, Strategic Communications, Corporate Communications, Strategy, Management, Trade Shows, Marketing Management, Entrepreneurship, Training, Program Management, Cross-functional Team..., Grant Writing, SEO, Editing, Facebook
Education
Suffolk University 1974 — 1977
BS, Journalism/Public Relations
Zocklein & Associates
Certificate, Grant Writing & Resource Development
The Phoebe Company January 2011 - Present
Deliverance Ministries, Inc. October 2009 - Present
Rich Dad Education 2014 - 2014
Wardrobe Boutique 2011 - 2011
MLH Tax Preparation Services December 2005 - December 2010
Lane Bryant March 2006 - October 2009
H & R Block December 2004 - January 2008
United States Federation of Amateur Athletics January 1996 - August 2004
Skills
Public Speaking, Project Management, Brand Developement, Event Management, Strategic Consulting, Research, Data Analysis, Social Networking Sites, Administrative/Clerical, Writing, Accounting, Microsoft Office, Mac, Marketing, Event Planning, Management, Nonprofits, Brand Development, Social Networking, Customer Service, Coaching, Training, Team Building
Education
Southern Nazarene University 2003 — 2005
Master of Arts, Theology
Southwestern Christian University 2000 — 2002
Bachelor of Science, Biblical Studies
Oklahoma City Community College
Associate of Arts, Psychology
Northeast Academy of Health Sciences and Engineering
Biomedical/Medical Engineering
Simply Yours June 2006 - Present
The Bentley Companies, LLC August 2007 - April 2010
JNC Services December 1999 - December 2007
Protection Security Shutters March 2007 - June 2007
Cresent Estates Custom Homes March 2006 - March 2007
Arlington Independent School District September 2001 - April 2006
H & R Block December 2004 - April 2005
Skills
Accounts Payable, Budgeting, Supervisory Skills, Data Entry, Payroll, Invoicing, Customer Relations, Inventory Management, Bookkeeping, Microsoft Office, Spreadsheets, Contract Management, Database Administration, Research, Office Management, Public Relations, Record Keeping, Property Management, Accounts Receivable, Accounting, Quickbooks, Financial Reporting, Payroll Processing, Excel, Cash Flow, Financial Analysis, Word, Reconciliation, General Ledger, Small Business, PowerPoint, Billing, Purchasing, Administration, Scheduling, Customer Service, Forecasting, Outlook, Financial Management, Problem Solving, Balance, Administrative Support, Hiring, Negotiation, Tax Preparation, QuickBooks, Real Estate, Human Resources, Management, Time Management
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2011
Bachelor of Business Administration, Management
Tarrant County College 2005 — 2009
Associate of Applied Science, Business2009
RJE Telecom 2011 - Present
ITT-Technical Institute June 2008 - March 2010
ITT-Technical Institute August 2009 - December 2009
MedCentral Health System January 1997 - September 2008
United Telephone Long Distance/Sprint April 1995 - May 1997
H & R Block December 1994 - April 1995
Hidalgo Trading Company September 1993 - April 1995
WinCon Corporation June 1991 - September 1993
Eastern Balance Corporation June 1988 - June 1992
Ames Department Stores, Inc March 1983 - June 1986
Skills
Windows Server, XP, Servers, Windows, Network Administration, Virtualization, Networking, Software Installation, Access, Windows XP, Routers, Switches, Microsoft Office, Network Security
Education
ITT Technical Institute 2008 — 2010
AASITCNS, Computer Networking
The Ohio State University 1978 — 1982
BS, Administrative Science
H&R Block July 2014 - Present
H&R Block May 2012 - June 2014
H & R Block November 2010 - May 2012
Kansas Medical Clinic, PA October 2008 - August 2010
Green Tree Servicing 2004 - 2008
Midland Credit Mgmt/Encore 1998 - 2004
Skills
Employee Relations, Human Resources, Leadership, Leadership Development, Coaching, HR Policies, Employment Law, Talent Management, Employee Training
Education
University of Kansas
Bachelor of Science, Business/Human Resources
Glenn E. Barbour, PC September 2002 - Present
South Hill, Virginia January 1996 - May 2002
H & R Block January 1993 - March 1996
Skills
Auditing, Tax, GAAP, Accounting, QuickBooks, Financial Accounting, Account Reconciliation, Tax Preparation, Tax Returns, Income Tax, Bookkeeping, Accounts Payable, General Ledger, Financial Statements, Accounts Receivable
Education
Southside Virginia Community College 1997 — 2002
Associates Degree, Business Management
Brunswick Senior High School 1979 — 1982
Diploma, Business
H & R Block January 1997 - Present
Skills
Tax Preparation
Education
Tarrant County College
Western Iowa Tech Community College 2013 - Present
CD Norvell PC Tax and Accounting Services 2012 - Present
Eckerd Youth Alternatives 2012 - July 2015
Center For Siouxland 2004 - 2012
H & R Block 2002 - 2012
Western Iowa Tech Community College August 2005 - December 2008
Skills
Non-profits, Community Outreach, Event Management, Event Planning, Fundraising, Time Management, Microsoft Excel, Microsoft Office, Public Speaking, Teacher Training, Volunteer Management, Nonprofits, Program Management, Staff Development, Leadership Development, Grant Writing
Education
The University of South Dakota 1996 — 1998
MA, Elementary Education; Early Childhood
Wayne State College
BS, Early Childhood Education
Transition Advisors, LLC 2004 - Present
Ozanam 1990 - Present
H & R Block 1998 - 2004
H&R Block 1998 - 2004
RSM McGladrey / Donnelly Meiners Jordan Kline 1978 - 2004
RSM McGladrey 2001 - 2002
Donnelly Meiners Jordan Kline 1978 - 1998
Skills
CPA, Management, Accounting, Mergers & Acquisitions, Strategic Planning, Tax Preparation, Succession Planning, QuickBooks, Mergers, Strategic Financial..., Small Business, Due Diligence, Corporate Tax, Income Tax, Management Consulting, Financial Analysis, Financial Reporting, Auditing, Budgets, Business Valuation, Tax, Financial Planning
Education
The University of Kansas 1972 — 1978
Cocoa Villa Alpaca's April 2008 - Present
H & R Block January 1989 - Present
SEACORP May 2002 - December 2009
Skills
Microsoft Office, Customer Service, Team Building, Public Speaking, Strategic Planning, Systems Engineering, User Acceptance Testing, Test Planning, Regression Testing, Testing
Education
The George Washington University 1971 — 1974
Master of Business Administration (M.B.A.), Business Administration and Management, General
The George Washington University 1970 — 1972
MS, Math
Union College (KY) 1965 — 1969
BA / BS, Physics and Math
Just A Little Somethin August 2014 - Present
DTS Associates October 2013 - May 2014
Wells Fargo Home Mortgage September 2011 - November 2011
H & R Block December 2010 - October 2011
University of Minnesota Carlson School of Management January 2009 - April 2010
R&D Systems July 1996 - January 2006
Skills
Bookkeeping, Tax Returns, Sales, Internet Research, Mortgage Servicing, Immunoassays, Financial Analysis, Customer Service, Customer Support, QuickBooks, Microsoft Excel, Finance, Accounts Payable, Auditing
Education
University of Minnesota Crookston 2015 — 2016
Bachelor's degree, Accounting, 2.75
University of St. Thomas 2012 — 2012
Mini MBA in Non Profit Management ( Center for Non Profit), Non-Profit/Public/Organizational Management
University of Minnesota-Twin Cities 2006 — 2010
Accounting and Finance, 3.35
University of Minnesota-Twin Cities 1988 — 1990
Bachelors of Science in Biology, Microbiology and Immunology, 2.5
The University of New Mexico 1983 — 1988
Pharmacy
Eldorado High School 1980 — 1983
High School Diploma, General coursework, 2.5
H & R Block January 2008 - Present
Aflac May 1992 - January 2014
E Z Mail March 2007 - October 2012
San Luis Arizona Chamber of Commerce 2009 - 2011
Skills
Tax Preparation, Employee Benefits, Insurance, Customer Service, Data Entry, Outlook, Human Resources, Non-profits, Microsoft Excel, Microsoft Office, Payroll, QuickBooks, Employee Relations, Accounting, Account Management, Coaching, Bookkeeping, Team Building, Microsoft Word, PowerPoint, Accounts Receivable
Education
El Paso Community College 1982 — 1986
Bookkeeping Certificate, Accounting
The University of New Mexico - Robert O. Anderson School of Management 1977 — 1979
Business Administration
H & R Block January 2011 - Present
Ross Strent and Company, LLP May 2009 - October 2010
ROSS STRENT AND COMPANY, LLP January 2009 - October 2010
Ross Strent and Company, LLP January 2009 - May 2010
Athens Regional Medical Center January 2002 - June 2004
AVON Georgia January 1996 - June 2004
Barrow County Mental Health Services August 2001 - January 2002
Coda Men's Store August 1999 - December 1999
CODA MEN'S STORE August 1999 - December 1999
Skills
Invoicing, Office Administration, Time Management, System Administration, Human Resources, Filing, Auditing, Financial Statements, Fax, Sales, Retail, Office Equipment, Market Research, Administrative Work
Education
Suffolk County Community College 1989 — 1992
A.A.S., Business Administration
Suffolk County Community College 1989 — 1992
A.A.S, Business Administration
State Farm Insurance April 2011 - June 2015
H & R Block August 2009 - April 2011
HTI Employment Solutions June 2010 - February 2011
Stratosphere Quality April 2009 - March 2010
Skills
Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Life Insurance, Retirement Planning, Long-term Care, Long Term Care Insurance, Property & Casualty..., Umbrella Insurance, Strategic Financial..., Small Business, Commercial Insurance, IRAs, Whole Life, Financial Planning, Customer Service, Sales, Training
Education
Southern Wesleyan University 2005 — 2008
Associate, Business
First United Methodist Church of Lubbock August 2014 - Present
Sam's Club April 2014 - September 2014
Sam's Club June 2013 - March 2014
The Worship Center October 2012 - July 2013
TOMA Consulting February 2009 - February 2013
TEKSystems April 2011 - June 2012
H & R Block January 2008 - June 2010
Profiles International 2009 - 2010
Bombardier Aerospace March 2008 - October 2008
Perot Systems February 2002 - December 2007
Skills
Team Building, Project Planning, Requirements Analysis, Customer Service, Client Relationship..., Program Management, Change Management, Process Improvement, Strategic Planning, Team Leadership, Business Analysis, Customer Relations, Problem Solving, MS Project, Vendor Management, Project Implementation, Cross-functional Team..., Visio, CRM, Disaster Recovery, SDLC, PeopleSoft, Project Coordination, Analysis, Leadership, Recruiting, Human Resources, PMP, Microsoft Project
Education
ITT Technical Institute - Wichita, KS 2010 — 2012
BA, Information Security
Texas Tech University 1984 — 1986
Coronado High School 1981 — 1984
Stinnett
Media City Groove 2008 - Present
H & R Block December 2010 - April 2011
Los Angeles Daily News/Valleynews.com February 2007 - June 2008
Los Angeles County Registrar-Recorder/County Clerk September 2005 - November 2005
NBC4 Los Angeles January 1994 - April 2004
Skills
Interviews, Blogging, Content Management, Investigative Reporting, Editing, Publishing, Storytelling, Broadcast, Television, Entertainment, Photography, Broadcast Journalism, Journalism, Copy Editing
Education
New Horizons Computer Learning Centers 2010 — 2010
Certificate, web specialist
University of California, Los Angeles 1986 — 1992
Certificate, writing for film and television
Stanford University 1970 — 1973
B.A., journalism/communications
C.A.M.S. Management March 2011 - Present
Accounting Principals 2010 - 2011
GRS Management Associates, Inc. 2008 - 2010
Marine Exhaust Systems, Inc. 2005 - 2008
Rosenbaum Fine Art 2001 - 2005
H & R Block January 2001 - April 2001
Aerofab, Inc. 1985 - 2001
Skills
Leases, Property Management, Management, Accounts Payable
Education
State University of New York at Buffalo - School of Management
BS, Business Administration
Memoire June 1997 - April 2009
H & R Block December 1998 - April 2002
Accountemps April 1997 - June 1997
Ablest Staffing March 1995 - April 1997
Ames Department Stores, Inc October 1987 - March 1995
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2006
BS, Accounting
Cayuga Community College 1985 — 1986
AAS, Accounting
Huntington National Bank June 2006 - June 2013
Sky Bank February 2002 - March 2004
KeyBank June 1998 - June 1999
H & R Block January 1993 - April 1999
Skills
Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training, Data Entry, Supervision, Team Mentoring, Cost Accounting, Inventory Control
Education
Itawamba Community College - Fulton, MS
Accounting
The University of Southern Mississippi
Music
Tupelo High School
High School, Music Performance, General, Bookkeeping, Shorthand, Typing, Top 10%
Capitano Entertainment October 2001 - Present
H & R Block January 2009 - January 2012
New York Life Insurance Company January 1998 - November 2008
New York Life Insurance Company January 1978 - October 2008
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Financial Analysis, Mutual Funds, Retirement, Financial Planners, Life Insurance, Investments, Securities, Training, Disability Insurance, Management, Financial Services, Small Business
Education
The American College 1985 — 1994
Charter Life Underwriter, Insurance and Fiancial Services
St. Francis University 1966 — 1970
BA, History and Secondary Education
Circle K February 2015 - Present
Dollar General July 2012 - February 2015
The Pantry 2008 - 2011
Sub-Linc acquisitions dba/Subway October 2006 - February 2008
H & R Block July 1999 - October 2006
Taco Bell February 1994 - July 1999
Skills
Recruiting, Team Building, Budgets, Leadership, Retail, Merchandising, Customer Satisfaction, Loss Prevention, Profit, Training, Customer Service, CRM, Visual Merchandising, Forecasting, P&L, P&L Management, Hiring, Sales, Income Statement, Multi-unit, Inventory Control, Store Management, Inventory Management, Management, Customer Retention, Driving Results, Sales Operations, Operations Management, Employee Training, Pricing, Store Operations, Shrinkage
Education
Southern New Hampshire University 2003 — 2005
MBA, Business and Business Law
Advantage Audit and Tax LLC June 2014 - Present
Logan Christian Publishing Company April 2005 - Present
H & R Block December 2008 - April 2014
MBNA Corporation (now Bank of America) September 1994 - April 2005
The Systems Group 1993 - 1994
Sprint July 1988 - August 1993
Skills
Project Management, Software Development, Software Project..., Program Management, Business Analysis, SDLC, Leadership, Process Improvement, Customer Service, Banking, Business Development, Budgets, Analysis, IRS Representation, Writing, Publishing Services, Risk Management, Business Process..., Management, Team Building, Team Leadership, Training, IRS
Education
The University of Texas at Arlington - College of Business 1976 — 1980
BBA, Systems Analysis
C2FO 2014 - Present
H&R Block October 2010 - 2013
H & R Block 2009 - 2010
Vantive Partners an H&R Block Company 2007 - 2009
H & R Block 2003 - 2007
H & R Block 2000 - 2003
Aventis Pharmaceuticals 1988 - 2000
Skills
Strategic Planning, Cross-functional Team..., Program Management, Process Improvement, Product Development, Account Management, Analysis, Analytics, Budgets, Business Analysis, Business Development, Business Intelligence, Business Planning, Business Process..., Business Strategy, CRM, Change Management, Coaching, Competitive Analysis, Contract Management, Contract Negotiation, Data Analysis, Financial Analysis, Financial Services, Leadership, Leadership Development, Management Consulting, Marketing, Marketing Strategy, Mergers & Acquisitions, Negotiation, New Business Development, Operations Management, P&L Management, Product Management, Product Marketing, Retail, Sales, Sales Management, Start-ups, Strategic Partnerships, Strategy, Team Building, Team Leadership, Training, Entrepreneurship, Executive Management, Management, Vendor Management, Customer Experience
Education
Bloch School of Business and Public Administration, University of Missouri – Kansas City
Bloch Executive Education Leadership Development Program
University of Kansas
B.S.B., Business Administration
Extreme Climate Controls May 2014 - Present
Created With Love, LLC February 2012 - Present
Department of the Navy April 2009 - May 2014
Alutiiq April 2009 - April 2010
H & R Block January 2009 - April 2009
United States Department of Defense January 2007 - January 2008
United 1st Federal Credit Union February 2006 - January 2007
Securiguard, Inc July 2005 - February 2006
Thomas Nelson Community College / Workforce Development May 2004 - June 2005
Department of the Navy October 2002 - December 2003
Skills
Security Clearance, Military, Human Resources, Microsoft Office, Management, Analysis, Process Improvement, Time Management, Tactical Planning, Military Communications, Currency, Program Management, Finance, Executive Office..., Financial Reporting, Payment Systems, Customer Service..., Security, Federal Government, Planning & Execution of..., Administrative..., Branch Banking, Child Advocacy, Data Entry, Software Documentation, Process Scheduler, Customer Service, Access, Navy, Budgets, DoD, Training, Policy, Military Operations, Organizational..., PowerPoint, Microsoft Excel, Teamwork, Office Management, Microsoft Word, Payroll, Research, Outlook, Invoicing, Career Development, Organizational..., Event Planning, QuickBooks, Workforce Development, Telephone Skills
Education
Southern Illinois University, Carbondale 2002 — 2003
Bachelor of Science, Workforce Education and Development, 3.0 of a maximum 4.0
Neptune Senior High
H&R Block Business OwnerInsight Bookkeeping Solutions2015 - Present
H & R Block 2010 - 2012
Skills
Tax, Accounting, Income Tax, Tax Returns, Financial Reporting, Tax Accounting, Bookkeeping, Payroll, Corporate Tax, QuickBooks
Education
American Payroll Association
Penn Foster
Bookkeeping and Small Business Manager
Swarthmore College
Political Science and Asian Studies
Temple University
Accounting Office Specialist and Meeting Planning
H & R Block
Skills
Tax Preparation, Bookkeeping, Income Tax, Tax, QuickBooks, Tax Returns, Customer Service, Accounting, IRS, Accounts Receivable, Payroll Taxes, Tax Accounting, Accounts Payable, Sales Tax, Tax Research
Education
The Ohio State University
Psychology
New York State Assembly/Speaker's Correspondence January 2006 - Present
H & R Block January 2009 - Present
Skills
Tax Specialist II at..., Notary Public, National Ski Patrol, Volunteer Firefighter, Legislative Relations, Internal Communications, Public Relations, Editing, Political Campaigns, Registered Tax Return..., Research, Public Policy, Politics, Legal Writing, Policy Analysis, Public Speaking, Legislation, Speech Writing, Legislative Research
Education
SUNY Empire State College
Bachelor's degree, Public Administration
Wells Fargo Home Mortgage September 2014 - Present
Wells Fargo Home Mortgage February 2013 - September 2014
Wells Fargo Home Mortgage February 2012 - February 2013
Wells Fargo Home Mortgage September 2011 - February 2012
H & R Block December 2008 - April 2011
Homeowners Financial Group April 2008 - December 2010
Skills
Management, Mortgage Lending, Mortgage Underwriting, Training, Quality Auditing, Sales, Risk Assessment, Internal Communications, Leadership Development, Customer Engagement, Employee Engagement, Credit Analysis, Written & Oral..., Tax Returns, Fixed Income Analysis, Proactive self-starter, Highly detail oriented, Staff Development, Escalation Resolution, Process Management, Commercial Lending, Team Leadership, Team Management, Team Building
Education
Texas Christian University - M.J. Neeley School of Business 1983 — 1984
BBA, Finance
International Furnishings Design Association January 1985 - Present
Ortenzi/Button Designs January 1983 - Present
Graphic Artists Guild 1978 - Present
H&R Block January 2006 - December 2011
Color Marketing Group January 1993 - December 2011
H & R Block January 2007 - April 2011
Beacon Looms October 1990 - August 1996
Parsons School of Design September 1980 - May 1993
Gloria Concepts for Gloria Vanderbilt October 1975 - December 1983
PRATT INSTITUTE September 1977 - May 1980
Skills
Art, Graphic Design, Advertising, Creative Direction, Textiles, Concept Development, Art Direction, Packaging, Painting, Product Development, Layout, Fine Art, Graphics, Posters, Fashion Design, Magazines, Typography, Logo Design, Sketching, Brochures, Web Design, Brand Development, Product Design, Drawing, Fashion, Branding & Identity, Concept Design, Styling, Sewing, Visual Communication, Apparel, Trade Shows, Trend Analysis, Textile Design
Education
The University of Georgia 1973 — 1975
MFA, Textile Design
University of Florida 1970 — 1972
BD, Graphic Design
University of Cincinnati 1967 — 1970
Fashion Design
Seoul American High School 1964 — 1967
high school diploma
H&R Block June 2013 - Present
H & R Block 2010 - Present
Konecranes 2006 - January 2008
FreeStyle Entertainment LLC 2001 - 2006
Aldi Holding ApS 1999 - 2001
Skills
Market Planning, Marketing, Marketing Management, Brand Management, Marketing Communications, Direct Marketing, Email Marketing, Marketing Strategy, Product Marketing, Market Research, Social Media Marketing, Digital Marketing, Web Analytics, Lead Generation, Advertising, Online Advertising, Competitive Analysis, Social Media, Sales, Market Analysis, Business Development, Leadership, Public Relations, Management, Online Marketing, Training, Social Networking, CRM, SEO, Strategy, Budgets, Negotiation
Education
Tennessee State University
BBA, Business
University of Phoenix
MBA, Business-Marketing
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza, LLP October 2012 - January 2015
Seeler Engineering, P.C. September 2011 - September 2012
Wegmans Food Markets June 2006 - September 2012
CNY Blast Volleyball Club November 2010 - March 2012
Testone, Marshall & Discenza, LLP December 2010 - September 2011
H & R Block January 2011 - April 2011
Skills
Microsoft Excel, QuickBooks, Customer Service, GAAP, Account Reconciliation, Auditing, Financial Statements, ProSystem fx Tax, Accounting, Tax, Tax Preparation, Payroll, Invoicing, Financial Reporting, Financial Accounting, Bookkeeping
Education
Saint John Fisher College
Master of Business Administration (M.B.A.), Accounting
Saint John Fisher College 2008 — 2012
Bachelor of Science, Accounting with a minor in Corporate Finance
Legalite P.I Private Limited September 2015 - Present
MN TAX SOLUTIONS, LLC August 2012 - Present
Kay Harris, CPA February 2011 - Present
Accounting Concepts May 2009 - May 2012
Franskoviak & Company, P.C. March 2011 - September 2011
Thomson Reuters 2005 - 2007
Raymond James-Heritage Funds February 2005 - October 2005
H & R Block December 1999 - February 2005
Ganesh & Sudhir, Chartered Accountants 1989 - 1993
Skills
Tax, Tax Preparation, Tax Returns, Corporate Tax, Income Tax, Tax Law, Nonprofits, Bookkeeping, Accounting, Tax Research, Tax Accounting, QuickBooks, Accountants, International Tax, Small Business, LLC, Trusts, CPA, Payroll, High Net Worth..., Financial Planners, Payroll Taxes, Payroll Services, Partnership Taxation, IRS Enrolled Agent, Sole Proprietors, Property Tax, S Corporations, IRS problem resolution, Non-profit Leadership, Expatriate Tax, Financial Planning, Technical Writing, Creative Writing
Education
The Institute of Chartered Accountants of India 1989 — 1993
St. Agnes College, Mangalore University, India 1986 — 1989
Bachelors
Capitalink Property Management Inc 2009 - Present
InnSys Inc 2011 - Present
Premier Technologies 1999 - Present
H & R Block January 2009 - April 2010
Ceylon Business Appliances (CBA) April 2004 - August 2008
Skills
Cost Accounting, Budgets, Management, Internal Controls, Financial Analysis, ERP, Telecommunications, Business Planning, Customer Service, Leadership, Project Planning, Financial Reporting, Financial Accounting, Business Process..., Microsoft Excel, Account Reconciliation, Managerial Finance, Cash Flow, Sales Operations, 4PSA, QuickBooks, Mentoring New Hires, VoIP, TPIA, DSL, Condo Manager, Team Leadership, Accounting, Finance, Strategic Planning, New Business Development
Education
Humber College, Toronto 2011 — 2014
Registered Condominium Manager (RCM) - ACMO
The Chartered Institute of Management Accountants 2002 — 2004
Adv.Dip.in Management Accounting
London Business School, Colombo 2005 — 2005
Dip.in HRM
St Peter's College 1986 — 2001
GCE A/L
Findley Davies, Inc. February 2007 - Present
Harold Jaffe Jewelers March 2004 - February 2007
H & R Block December 2002 - March 2004
Girl Scouts of Maumee Valley August 1996 - October 2002
The National Exchange Club June 1986 - October 1996
Toledo Pediatrics January 1979 - 1990
Skills
Event Management, Management, Inventory Control, Payroll, Process Scheduler, PowerPoint, Sales, Employee Benefits, Access, Human Resources, Employee Relations, Outlook, Performance Management, Fundraising, Pension Administration, Defined Benefit, Recruiting, Administrative..., Onboarding, Nonprofits
Education
University of Toledo 2000 — 2002
Masters Course Work - Not Complete, Human Resources
Spring Arbor University 1998 — 2000
BS, Management and Organizational Development
Smokey View Farms June 2014 - Present
H & R Block 1988 - 2014
BV Solutions Group 1997 - 2000
Aegis Consumer Finance Inc 1997 - 1997
BSC Holding Inc. 1996 - 1996
Miller-Aldridge Chemicals, Inc 1991 - 1996
Skills
Tax Preparation, Financial Analysis, Accounting, Payroll, Tax Returns, Tax, Strategic Financial..., Income Tax, Bookkeeping, General Ledger, QuickBooks, Auditing, Managerial Finance, Small Business
Education
Blue Valley High School
Stilwell High School
University of Kansas
BACHELORS, Social Psychology
Southeast Georgia Health System November 2012 - Present
Southeast Georgia Health System March 2012 - Present
Jos. A. Bank Clothiers November 2011 - April 2012
United Water May 2009 - February 2011
St. Simons Health and Fitness Club August 2008 - February 2011
Coastal Georgia Historical Society December 2009 - 2010
Island Sea Designs April 2007 - December 2007
H & R Block January 2006 - April 2006
University of Georgia August 2005 - April 2006
Upward Bound May 2005 - July 2005
Skills
Psychology, Health Psychology, SPSS, CMMS, Datastream, HBOC, Industrial Psychology, Organizational..., Research
Education
The University of Georgia 2004 — 2006
Bachelor of Science
School of Kukulcan 2004 — 2004
Certificate
Coastal College of Georgia 2002 — 2004
Associate of Science
Moblico January 2011 - Present
Moblico July 2010 - January 2011
Gragg Advertising October 2009 - February 2010
H & R Block August 2009 - October 2009
Client March 2009 - July 2009
USA 800 October 2004 - November 2008
USA 800 January 2001 - October 2004
USA 800 1998 - 2001
USA 800 1997 - 1998
Xerox 1995 - 1997
Skills
CRM, Cross-functional Team..., Marketing, Strategy, Analysis, Call Centers, Management, Business Development, Customer Satisfaction, Lead Generation, Email Marketing, Training, Project Management, Sales Process, Account Management, Customer Retention, Forecasting, Leadership, Strategic Partnerships, Database Marketing, Direct Response, Marketing Strategy, Sales Management, Mobile Technology, Product Marketing, Customer Service
Education
University of Kansas 1988 — 1993
Bachelor's degree, History
Nomani, Sharrif, and Zakaria LLP May 2009 - Present
H & R Block February 2010 - April 2014
Academy Sports + Outdoors September 2008 - April 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Payroll, Inventory Management, Sales, Project Management, Outlook, Business Analysis, Accounting, Accounts Payable, Account Reconciliation, Auditing, Finance, QuickBooks, Lotus 123, Peachtree, PeopleSoft
Education
Texas Southern University
Master of Business Administration (M.B.A.), I am working on my MBA _MHA program from Texas Southern University.
Texas Southern University
Master of Health Administration (M.H.A.), MBA_MHA
University of Houston, C.T. Bauer College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Burlington County Education Association January 2009 - Present
H & R Block January 2008 - Present
Delran Board of Education September 1971 - July 2006
Skills
Creative Writer, Tax Preparation, Digital Photography
Education
The College of New Jersey 1974 — 1976
M.Ed., Student Personnel Services
The College of New Jersey 1967 — 1971
B.S., Elementary Education
Piscataway High School 1964 — 1967
High School
Colorado Property Resource, Inc. April 2014 - Present
The Toad Tavern September 2007 - December 2013
H & R Block July 2013 - July 2014
Rubber Planet January 1998 - June 2013
Herman's Hideaway 2007 - 2007
Cricket on the Hill 2006 - 2007
CSD 1999 - 2001
Skills
Entertainment, Event Management, Music Industry, Music, Social Media Marketing, Live Events, Event Planning, Social Media, Television, Corporate Events, Festivals, Digital Media, Film, Public Relations, Social Networking, Talent Booking, Marketing, Video Production, Advertising, New Media, Tax Preparation
Education
St. Mary's College of Maryland 1986 — 1991
Bachelor of Science (BS), Psychology
Parks College 1996 — 1998
Associate of Arts and Sciences (AAS), Computer Science
H & R Block December 2010 - April 2011
IBM July 1981 - March 2010
Skills
Software Development, Project Management, Management, PMP
Education
The University of Texas at Austin 1975 — 1980
Millennium Marketing Group July 2007 - Present
AMF June 2003 - June 2007
H & R Block January 1982 - April 2007
Bryan/Donald Advertising & Public Relations January 1982 - December 2002
Education
The University of Kansas 1971 — 1975
H & R Block January 1999 - Present
Commerce Dept November 1977 - January 2010
Skills
Tax, Tax Preparation, Accounting, Income Tax, Corporate Tax, Financial Reporting, Financial Accounting
Education
University of Central Oklahoma 1986 — 2000
Bachelor's degree, Accounting
Southeastern Oklahoma State University 1975 — 1977
Accounting and Finance
Wavecreste March 2013 - Present
Braincraft solutions group April 2011 - February 2013
H & R Block October 2009 - August 2012
Curosys solutions 2008 - 2009
Skills
SDLC, Human Resources
Education
Sri Bhagawan Mahaveer Jain College 2001 — 2004
BSc., Maths, electronics, computers
H & R Block January 2012 - April 2012
Oz Powersports June 2011 - December 2011
H & R Block January 2011 - April 2011
Staff Management @ American Eagle October 2010 - January 2011
Scanning America November 2007 - February 2010
Temp for Manpower at a Local Manufacturer August 2007 - November 2007
Adorable Animal Designs February 2007 - July 2007
Cathy's Showcase Grooming May 2006 - February 2007
H&R Block December 2005 - February 2006
Late Bloomer's Creations January 2005 - December 2005
Skills
Payroll, Accounts Payable, Shipping, Bookkeeping, Account Reconciliation, Data Entry, Spreadsheets, Outlook, Customer Service, Administrative..., Small Business Tax, Tax Preparation, Copy Editing, Proofreading, Information Organization
Education
The University of Kansas 2000 — 2004
Cultural Anthropology
Fort Scott Truck Driving School 1994 — 1994
CDL
Johnson County Community College
General Studies
Neosho County Community College
General Studies
Island County November 2014 - Present
Wanda J. Grone, CPA, CFE October 2010 - Present
Island County 2011 - 2014
H & R Block 2010 - 2011
McKinley Irvin PLLC 2010 - 2010
Private Valuations, Inc. 2008 - 2010
Demand Media 2007 - 2008
Mueller & Partin, CPAs 2002 - 2007
Trammell Crow Company 2001 - 2002
Port Blakely Communities 1998 - 2001
Skills
Financial Analysis, QuickBooks, Financial Reporting, Accounting, Accounts Receivable, Accounts Payable, Mergers & Acquisitions, Account Reconciliation
Education
The University of Texas at Austin
BBA, Accounting, Marketing, Statistics
University of Houston
California Motorcycle Adventures October 2008 - Present
H & R Block 2008 - 2010
Altierre April 2008 - October 2008
Safeway March 2005 - February 2008
Safeway, Inc. August 2000 - February 2005
Skills
Retail, Management, Microsoft Excel, Marketing, Marketing Strategy, Training, Small Business, Public Relations, Financial Analysis, Merchandising, Program Management, Finance, Forecasting, Event Planning, Entrepreneurship, Marketing Communications
Education
Stony Brook University 1974 — 1977
B.S., Psychology & Biology
State University of New York at Albany 1972 — 1974
Bachelor's degree, Psychology
TIAA-CREF October 2012 - Present
TIAA-CREF July 2010 - Present
H & R Block December 2008 - July 2010
Commerce Bank April 2008 - December 2008
Assurant Employee Benefits October 2007 - April 2008
American Century Investments April 2007 - October 2007
Transamerica February 2005 - April 2007
JP Morgan Chase Retirement Plan Service June 2003 - February 2005
American Century Investments September 1997 - June 2003
Education
University of Kansas
MTU America Inc November 2012 - Present
Tognum America Inc November 2009 - November 2012
MTU Detroit Diesel December 2007 - November 2009
Blue Care Network of Michigan July 2006 - September 2007
H & R Block January 2007 - April 2007
Blue Care Network of Michigan March 2004 - July 2006
Blue Care Network of Michigan October 2001 - March 2004
State of Tennessee January 2001 - May 2001
Skills
Accounts Payable, Accounts Receivable, Outlook, Microsoft Excel, Accounting, General Ledger, Microsoft Office, Balance, Financial Reporting, Account Reconciliation, Financial Statements, PeopleSoft, Financial Accounting, Forecasting, Journal Entries, Finance
Education
Walsh College of Accountancy and Business Administration 2004 — 2007
Master's degree, Accounting
Tennessee State University 1997 — 2001
Bachelors of Science, Accounting
NYC Board of Education January 2011 - Present
H & R Block 2009 - 2011
Skills
Teaching, Curriculum Development, Public Speaking, Staff Development, Microsoft Office, Research, Higher Education, PowerPoint, Microsoft Word, Non-profits, Event Planning, Editing, Microsoft Excel, Social Media, Leadership, Employee Training, Event Management, Nonprofits, Community Outreach, Curriculum Design
Education
John Jay College of Criminal Justice 2002 — 2006
Bachelor of Arts (B.A.), Criminal Justice
Saint John's University - Peter J. Tobin College of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance
Cumberland Hospital for Children and Adolescents May 2010 - Present
H & R Block December 2002 - Present
ZGHI 2012 - 2013
Career Transition, CTG 2009 - 2009
Robert Half International August 2008 - December 2008
Henrico Doctors' Hospital June 2003 - September 2004
Independent Contractor February 2002 - September 2004
University of Pennsylvania Medical Center September 1993 - September 2001
Reformed Episcopal Seminary 1997 - 1999
Reformed Episcopal Seminary 1997 - 1999
Skills
Process Improvement, Marketing, Strategic Planning, Insurance, Budgets, Healthcare, Negotiation, Change Management, Accounting, Management, Accounts Payable, Training, Policy
Education
University of Pennsylvania - The Wharton School 1984 — 1992
Business
Temple University 1968 — 1976
B.A. and M.A., history, magna cum laude
University of Richmond 1966 — 1968
Liberal Arts
Hermitage High School
R.E. Seminary
R.E. Seminary
H & R Block January 2009 - Present
AllianceBernstein May 2002 - June 2008
member of Midtown Regulatory Group 1997 - 2008
CIBC World Markets March 2000 - October 2001
Schroders June 1997 - March 2000
FINRA 1994 - 1997
Skills
Internal Controls, Securities, Equity Trading, Finance, Short Sales, Risk Management, Series 7, Financial Services, Investments, Hedge Funds, Financial Risk, Auditing, Due Diligence, Capital Markets, Trading, AML, Equities, Options, Banking, FINRA, Accounting, Mutual Funds, Tax, Asset Management, Fixed Income, Series 63
Education
State University of New York College at Oneonta
BS, Elementary Education
State University of New York College at Oswego
Accounting
W C Mepham High in Merrick
The VAR-City February 2001 - Present
H & R Block 2001 - April 2013
Title Solutions, Inc. January 2004 - January 2008
CDXC Corp. September 1999 - February 2001
Access Graphics / GE IT Solutions September 1993 - January 2000
Mid States CAD Supply September 1987 - September 1992
Skills
Small Business, Sales, Real Estate, Sales Operations, Channel Partners, Training, QuickBooks, Business Planning, Start-ups, Leadership, Management, Strategy, Direct Sales, Account Management
Education
Univ of MN - Duluth 1975 — 1977
Bachelor of Science (BS), Psychology
The Ohio State University 1971 — 1974
Pre- Med, Psychology
H&R Block December 2014 - Present
ARC July 2014 - Present
Hrblock December 2013 - December 2014
H&R Block January 2012 - December 2013
ARC December 2010 - July 2013
H & R Block December 2009 - December 2011
ARC July 2009 - December 2010
ARC July 2009 - December 2010
Skills
Microsoft Excel, Project Management, Accounting, Microsoft Word, Customer Service, Outlook, Invoicing, Tax Returns, Analysis, Databases, Tax Preparation
Education
The Maryland Institute College of Art 1993 — 1996
BFA, in Photography
Glassell School of Art, Houston, TX 1992 — 1993
Art
High School for the Performing and Visual Art 1990 — 1993
Diplomat, Fine/Studio Arts, General
Cleveland Clinic January 2014 - Present
CorVel Corporation June 2013 - November 2013
Premier Physicians Center April 2011 - June 2013
Praxair Healthcare Services October 2010 - April 2011
RMBJ Financial Services - December 2009 - April 2010
H & R Block August 2008 - May 2009
Chase Bank (Bank One) January 2001 - December 2007
Ticor Realty Tax Service 1984 - 1992
Skills
Strategic Planning, Change Management, Project Management, Performance Metrics, Coaching, Management, Training, Healthcare, Medical Billing, Contract Negotiation
Education
New Horizons 2009 — 2010
Health Care Information Management
Bay Village High School
The Ohio State University
Business Administration
PwC January 2015 - Present
PwC October 2012 - Present
United Healthcare March 2010 - October 2012
H & R Block December 2009 - March 2010
Stream February 2004 - September 2009
Army National Guard August 1996 - November 2004
Stream International June 2001 - February 2004
M&I Bank June 1999 - June 2001
Army National Guard January 1993 - August 1996
Skills
Word, Training Delivery, Instructor-led Training, Microsoft Word, Call Center, Change Management, Customer Service, Management, Customer Satisfaction, Software Documentation, Team Leadership, Technical Support, Time Management, Training, Windows 7, Call Centers, Process Improvement
Education
State College of Florida-Manatee-Sarasota 1994 — 1998
AA, Liberal Arts
H & R Block January 2009 - April 2014
Ruby Construction Services August 2011 - February 2014
Visitors Publishing 2010 - 2011
Skills
Payroll Taxes, General Ledger, Income Tax, Account Reconciliation, QuickBooks, Tax, Bookkeeping, Full-Charge Bookkeeping, Accounting, Preparation
Education
State University of New York at New Paltz 2005 — 2006
Master of Business Administration (M.B.A.), Accounting
State University of New York at New Paltz
H & R Block January 2005 - Present
Kober Financial Corp. June 1988 - June 1992
Harvard Management Company September 1985 - June 1987
Education
Southern Oregon University 2007 — 2009
Post-Bac Certificate, Accounting
West Virginia University 1979 — 1982
B.A., Geography
H & R Block January 2011 - Present
Reuters India Private Limited February 2010 - July 2010
Tata Teleservices Limited October 2009 - February 2010
Maersk India Private Limited August 2007 - September 2009
Reuters India Private Limited April 2003 - July 2007
Novartis September 2002 - April 2003
Pfizer India Limited 1997 - 2002
Education
Certified General Accountants of Ontario
CGA, Accountancy
The Institute of Chartered Accountants of India 1988 — 1992
CA, Accountancy
KC College 1983 — 1988
B.Com, Accountancy, Economics and Taxation
Taheri High School 1974 — 1983
SSC, English
JLC-Tech July 2013 - Present
H & R Block January 1996 - Present
Cool Gear International, Inc. September 2006 - December 2008
Duxbury Appalachia Service Project August 2002 - September 2006
Restonic Mattress Corporation November 2004 - November 2005
Skills
Project Management, Tax Preparation, Non-profits, Microsoft Office, Budgets, Microsoft Excel, Event Planning, Research, Public Speaking, Customer Service, Strategic Planning, Fundraising, Nonprofits, Office Management, Project Planning, Marketing
Education
Stonehill College
BA, Modern Languages
Universidad de Navarra
H & R Block December 2010 - Present
HyperCision, Inc October 2008 - February 2010
Hutchinson Law Office, LLC June 2004 - October 2008
Adams Jones Law Firm, PA May 2002 - June 2004
Hinkle Elkouri Law Firm L.L.C. October 1998 - May 2002
The University of Kansas May 1998 - August 1998
Stinson, Lasswell and Wilson, L.C June 1997 - August 1997
Skills
Business Planning, Training, Training Development, Virtual Classroom, Estate & Gift Taxation, Taxation of Trusts, Writing, Tax, E-Learning, Virtual Learning, Estate Planning, Employee Training, Learning Management..., Small Business, Research, Learning Management, Instructor-led Training, Training & Development, Legal Writing, Public Speaking, Management, Leadership, Team Building, Microsoft Office, Leadership Development, Budgets
Education
University of Kansas School of Law 1995 — 1998
Juris Doctor, Taxation, Estate Planning and Business Planning
University of Kansas 1991 — 1995
Bachelor of Arts, English and Political Science
Teetha's "Sneaux"balls, Cafe & Concessions July 2014 - Present
Unlimited Perceptions LLC July 2013 - Present
H & R Block November 2011 - April 2014
Kids N Technology June 2009 - October 2011
Memphis City Schools October 2008 - May 2011
Weichert Realtors July 2006 - January 2008
Skills
Curriculum Design, Staff Development, Educational Technology, Teaching, Public Speaking, Higher Education, Community Outreach, Leadership Development, Fundraising, Coaching, Event Planning, Nonprofits, Research, Customer Service, Microsoft Office, PowerPoint, Leadership, Editing, Training, Team Building
Education
The University of Memphis 2009 — 2012
Curriculum & Leadership Development, Special Education and Teaching
University of Phoenix 1999 — 2004
Master, Business Administration
Tulane University
Accounting concentration (28+ hours), Accounting and Finance
BNY Mellon December 2010 - Present
ROTOscouting.com March 2014 - September 2014
Wolters Kluwer Financial Services July 2010 - December 2010
H & R Block December 2009 - April 2010
PNC Global Investment Servicing July 2007 - February 2009
PFPC July 2005 - July 2007
PFPC October 2004 - July 2005
PFPC July 2003 - October 2004
ITworld.com November 1999 - May 2001
Suburban Staffing, Inc. 1998 - 1998
Skills
Mutual Funds, Process Improvement, Business Analysis, CRM, Accounting, Finance, Project Management
Education
Syracuse University - S.I. Newhouse School of Public Communications 1994 — 1998
B.S., newhouse
Syracuse University
Bachelor's degree, Broadcast Journalism
westborough high school
Grainger December 2014 - Present
W.W. Grainger 2002 - December 2014
h & r block 2002 - 2005
McDonald's 1992 - 2002
Skills
Sales Management, Sales Process, Cold Calling, Account Management, Sales Operations, Inventory Management, Solution Selling, Sales, Strategic Planning, Leadership, B2B, Customer Service
Education
Southwestern Illinois College 1995 — 1998
associate, business
H&R Block 1990 - September 2015
H & R Block 1990 - September 2015
National Association of Tax Professionals 1999 - 2011
Skills
Tax and Business..., Public Speaking
Education
Southeastern Louisiana University 1989 — 1995
Master's degree, Marketing/Marketing Management, General
Office Depot June 2009 - Present
Olive Garden Restaurant April 2008 - Present
H & R Block January 2009 - April 2009
Young Voices Child Development Center April 2008 - November 2008
Education
Southeast Community College 2006 — 2008
Business Administraction
Houston Montrose Great Books book club June 2005 - Present
Paul Aman Attorney at Law P.C. January 2004 - Present
Houston Central Market Book Club March 2002 - January 2012
H & R Block December 2008 - March 2009
NASA JSC December 1980 - January 2004
Education
The University of Texas at Austin 1964 — 1980
BSEE, Electrical Engineering
Spirit Home Healthcare August 2013 - Present
Certified Pools January 2011 - Present
H & R Block January 1991 - Present
Dallas Independent School District January 1991 - July 2007
Skills
Program Management, Healthcare, Nursing, Teaching, Microsoft Excel, Home Care, Public Speaking, Budgets, Microsoft Office, Microsoft Word, Payroll, Data Analysis, Purchasing
Education
The University of Dallas 1998 — 2000
none, MBA
Texas Woman's University 1976 — 1980
BSN, Science, Nursing
Harte Hanks 2008 - 2009
Texarkana 1989 - 2009
Texarkana Water Utilities 2006 - 2007
Atlanta Memorial Hospital 2005 - 2007
H & R Block 2005 - 2007
Wadley Hospital 1986 - 1991
Atlanta Memorial Hospital 1980 - 1984
Education
Texas A&M University-Texarkana 2005 — 2007
Bachelors, Communications
Atlanta High 1974 — 1978
Diploma, General
SideLine Services January 2000 - Present
Texas Christian University TRIO January 1997 - Present
SideLine Services January 1991 - Present
Jackson Hewitt Tax Service Inc. January 2014 - April 2014
Zavala Contractors January 2013 - April 2014
God's Garden Pre-School October 2011 - August 2012
Citigroup October 2010 - December 2010
H & R Block November 2007 - January 2010
Texas Christian University January 1996 - September 2000
Vought Corporation January 1984 - January 1991
Skills
Income Tax, Strategic Planning, Payroll, Bookkeeping, Office Management, Office Administration, Microsoft Office, Microsoft Excel, Microsoft Word, Quality Management, Database Design, Grant Writing, Educational Technology, Elementary Education, Statistics, Statistical Software, Statistical Data..., Human Resources, Management
Education
University of Phoenix 2002 — 2004
Human Resources
Texas Wesleyan University 1996 — 2000
BS, General Psychology
Tarrant County College 1994 — 1996
AA, General Studies
Tarrant County College 1981 — 1984
AAS, Quality Technology
Burleson High School
Stephenson & Warner, CPA's Inc. July 2011 - Present
Miller-Valentine Group March 2008 - July 2011
Manning & Associates CPAs, LLC January 2004 - February 2008
H & R Block January 1999 - January 2004
Skills
Tax, Small Business, Accounting, Financial Reporting, CPA, General Ledger, Tax Preparation, QuickBooks, Payroll, Financial Statements, Corporate Tax, Partnership Taxation, Tax Research, Income Tax, GAAP, Financial Analysis
Education
The Ohio State University Fisher College of Business 1976 — 1984
Bachelor of Science, Finance, International Business
Regulatory Compliance, LLC February 2003 - Present
Southern NH University September 1997 - Present
H & R Block January 1992 - Present
Jefferson Pilot Securities August 1992 - February 2003
NASL Financial Services 1984 - 1992
Skills
Series 7, Mutual Funds, Securities, Tax, Investment Advisory, Risk Management, Investments, Strategic Financial..., Accounting, Customer Service, AML, Operations Management, Retirement Planning, Series 63, Financial Services, Financial Planning, Insurance, Retirement, Wealth Management, Series 24
Education
Southern New Hampshire University 1992 — 2004
Master, Business Admin
Fall Mountain 1973 — 1977
JP Ventures of Bloomington, LLC 2011 - Present
H & R Block January 2010 - April 2012
Ameriprise Financial Services, Inc. September 1996 - April 2009
Ameriprise Financial September 1996 - April 2009
IKON Office Solutions November 1994 - August 1996
First Bank System November 1986 - November 1994
Skills
Leadership, Management, Risk Management, Insurance, Analysis, Operations Management
Education
University of St. Thomas - Opus College of Business 2010 — 2010
Mini-MBA, Business
H&R Block 2009 — 2009
Tax
The American College 2000 — 2002
Master Science Financial Services (MSFS), CLU, ChFC, Financial Services
University of Pennsylvania - The Wharton School
CEBS, Employee Benefits
University of St. Thomas
BA, Business Administration-Finance
Continental Maritime San Diego June 2015 - Present
H & R Block January 2001 - Present
TearLab Corporation May 2011 - June 2015
BAE Systems May 2010 - January 2011
Continental Maritime December 2009 - May 2010
JMAR August 2008 - August 2009
NASSCO April 2007 - August 2008
JMAR Technologies, Inc September 2003 - April 2007
First Allied Securities, Inc February 2000 - June 2003
Handlery Hotel and Resort December 1994 - January 2000
Skills
DCAA, Government, Accounting, Financial Reporting, Auditing, Audit, Compliance, SOX, CAS, DFAR, Policy, Internal Audit, Government Contracting, Tax, Billing, Fixed Assets, Analysis, Preparation, Journal Entries, General Ledger, Accruals, Reconciliation, GAAP, Quickbooks, Accounts Payable, FAR, Sarbanes-Oxley Act, Account Reconciliation, Invoicing, Process Improvement, Financial Audits, QuickBooks, Income Tax, Payroll, Microsoft Excel, Financial Accounting, Cash Management, Balance, Expenses, Variance Analysis, Finance, Accounts Receivable, Sales Tax, Financial Statements
Education
St. Cloud State University 1983 — 1988
B.S; B.A, Computer Science; Mathematics
Viracor-IBT Laboratories August 2011 - Present
PKS Executive Search and Consulting January 2010 - August 2011
H & R Block December 2010 - May 2011
Wendy's/Arby's Group, Inc. December 1996 - September 2009
Saint Luke's Hospital May 1988 - December 1996
First National Bank 1979 - 1983
Education
The University of Kansas
Bachelor's, Human Resources
H & R Block
Centric Consulting November 2012 - December 2012
TEKsystems April 2011 - October 2012
lia sophia January 2000 - August 2012
Decision Research Corporation January 2006 - October 2009
IDP, Inc. 1992 - 2003
Skills
SDLC, Requirements Analysis, Project Management, Software Development, MS Project, Analysis, Business Analysis, Process Improvement, Requirements Gathering, Visio, Vendor Management, SharePoint, Business Process..., Access, Insurance, Business Requirements, Software Documentation, Recruiting, Quality Assurance, Strategic Planning, CRM
Education
The Ohio State University 1983 — 1985
Business Administration
H & R Block January 2000 - Present
Education
Tennessee State University 1991 — 1996
Bachelor of Science, Special Education
H & R Block May 2003 - Present
Custom Building Products May 2003 - Present
Smurfit-Stone February 1987 - May 2003
Education
Tarrant County College
Business, Accounting
H&R Block 1998 - Present
H & R Block December 1997 - Present
H&R Block 1998 - 2013
H & R Block 2005 - 2012
Skills
Microsoft Office, Tax Preparation, Income Tax, Tax Returns, IRS, Corporate Tax, Tax, Spreadsheets
Education
The Ohio State University - The Max M. Fisher College of Business 1984 — 1987
BSBA, Marketing and Advertising
H & R Block September 1978 - Present
Skills
Small Business, New Business Development, Public Speaking
Education
Southeast Missouri State University 1969 — 1973
Bachelor of Science, Business, Accounting, Mathematics
H & R Block December 2001 - Present
Education
Southern Illinois University, Carbondale 1984 — 1988
Crushing Tigers January 2015 - Present
Xplore Technologies August 2014 - January 2015
FreightWatch International January 2012 - August 2014
Franchise Specialist Incorporated September 2010 - January 2012
H & R Block November 2009 - April 2010
TEAM Enterprises February 2008 - June 2009
TEAM Enterprises February 2006 - February 2008
Skills
Event Planning, Event Management, Leadership, Management, Marketing, Budgets, Microsoft Office, Program Management, Social Media, Account Management, Customer Service, Training, Sales
Education
Texas State University 2003 — 2007
Major- Psychology/ Minor- Business, Psychology, Business
SHANE OF NEW YORK July 2004 - Present
H & R Block July 2004 - Present
Confidential July 2004 - Present
Thakkar July 2004 - Present
Confidential August 1992 - June 2004
Education
H R COLLEGE 1984 — 1989
The Institute of Chartered Accountants of India
Bachelor of Commerce
H & R Block January 2003 - Present
H&R Block January 2002 - Present
Anritsu October 1995 - June 1999
Skills
More than 12 years of..., Tax Returns, Tax, Tax Preparation, Tax Accounting, Income Tax, Bookkeeping, Corporate Tax, Tax Law, Preparation, Tax Advisory, Sales Tax, QuickBooks, General Ledger
Education
The University of New Mexico 1964 — 1973
BSEE/CS, Engineering
Keuka College August 2014 - Present
Finger Lakes Community College January 2013 - Present
H & R Block November 2012 - Present
St. Ann School September 2008 - June 2012
St. George's Church, West Falls, NY June 2000 - May 2009
Ebert's Tax Service June 1982 - December 2006
Skills
Lesson Planning, Classroom, Curriculum Design, Curriculum Development, Teaching, Classroom Management, Elementary Education, Differentiated..., Smartboard, Literacy, Educational Technology, K-12, Secondary Education, Instructional Technology, Literature
Education
SUNY Geneseo 2009 — 2011
MS, Literacy B-12
SUNY Fredonia 2005 — 2008
BA, English Education
Yale University School of Music 1981 — 1982
Music Performance
SUNY Fredonia 1977 — 1981
BM, Music Performance
State University of New York College at Fredonia 1977 — 1981
BA, BM
H & R Block PresidentCoarsegold Chamber of Commerce2009 - 2010
Hillside Alpaca Ranch 2003 - 2010
Skills
Small Business
Education
The University of Texas at Arlington 1959 — 1963
BS, Electrical Engineering
Wells Fargo Home Mortgage June 2013 - Present
H & R Block October 2011 - Present
Nico & Company LLC January 2008 - October 2011
Wells Fargo Home Mortgage February 1996 - February 2007
Skills
Refinance, Financial Analysis, Mortgage Lending, Mortgage Banking, Credit, Residential Mortgages, Loans, Banking, Compliance, Tax Preparation, Loan Origination
Education
College of St. Catherine 1992 — 1995
Bachelor of Arts (B.A.), International Business/Economics
7-Eleven February 2013 - Present
ACE Cash Express May 2011 - February 2013
H & R Block January 2006 - April 2011
BP March 2008 - December 2009
BP January 2000 - March 2008
BP January 1997 - December 1999
BP January 1988 - January 1997
Skills
Leadership, Management, Sales Management, Sales, Team Building, Merchandising, Sales Operations, Budgets, P&L Management, Inventory Management, Marketing, Forecasting, Strategy, Pricing, Process Improvement, Account Management, P&L, Recruiting, Project Planning, Coaching, Contract Negotiation
Education
The University of Akron 1991 — 1996
Bachelor of Science, Marketing
H & R Block December 1999 - April 2012
H&R Block; District Office December 1999 - April 2012
Education
Southern Illinois University, Edwardsville 2006 — 2010
Southwestern Illinois College
Southern Illinois University
Bachelor of Science, Business Administration; Accounting
H & R Block 2011 - Present
Bexar Metropolitan Water District April 2009 - August 2011
San Antonio Water System August 2001 - February 2009
Skills
Sarbanes-Oxley Act, Accounting, General Ledger, Financial Reporting, Accounts Payable, Accounts Receivable, Tax Preparation, Journal Entries, Account Reconciliation, Fixed Assets, Tax Returns, Financial Statements, Tax Accounting, Bank Reconciliation, Peachtree, Microsoft Excel
Education
The University of Texas at San Antonio 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
H & R Block December 2010 - Present
First Investors Corporation September 2010 - December 2010
StreetWise Partners September 2010 - December 2010
Bond Street Group LLC January 2010 - April 2010
Skills
Tax, Data Entry, Tax Returns, Sales Tax, QuickBooks, Financial Analysis, Accounting, Financial Reporting, Tax Preparation, Pivot Tables, Financial Modeling, Accounts Payable, Auditing, Access, Financial Accounting, Account Reconciliation, Microsoft Excel, Sarbanes-Oxley Act, Income Tax, Bookkeeping, General Ledger, Outlook
Education
St. Francis College 2008 — 2013
Masters, Accounting
MarBlue (formerly known as Marware) 2013 - 2014
Rapoport's Restaurant Group 2012 - 2013
Jarden Consumer Solutions 2005 - 2012
Vision Care Holdings February 2005 - November 2005
Consulting Assignments 2004 - 2004
Vanguard Car Rental 2001 - 2003
Office Depot 1995 - 2000
H & R Block 1993 - 1995
Skills
JD Edwards, SAP, Great Plains Software, Hyperion Enterprise, HFM, Essbase, Oracle, PeopleSoft, Lawson, Mas 90, Crystal Reports, Treasury Management, Internal Audit, Financial Reporting, SEC reporting, Compliance, Staff Management, Process Improvement, Royalty/License..., Technical Accounting..., Corporate Policy and..., US GAAP, CPA, Accounting, Consolidation, Financial Analysis, Internal Controls, Revenue Recognition, Cash Management, SEC filings, GAAP, Sarbanes-Oxley, Analysis, Auditing, Variance Analysis, Cash Flow, Financial Forecasting, General Ledger, SEC Filings, Sarbanes-Oxley Act, Hyperion
Education
Temple University
BBA, Accounting
H & R Block November 2012 - Present
Thomson Reuters October 2007 - April 2008
Skills
Financial Analysis, Accounting
Education
Strayer University-Pennsylvania 2008 — 2010
Masters, Accounting/Taxation
Defense Finance and Accounting May 2006 - Present
H & R Block November 1996 - April 2009
Education
SUNY Polytechnic Institute 2006 — 2011
BS, Accounting
VINFEN November 2014 - Present
Xerox December 2013 - June 2014
Schmoozer's Job Network May 2013 - 2014
Prometric June 2012 - April 2013
Bel-Air Manor June 2010 - January 2011
H & R Block January 2009 - April 2010
Travelers October 2006 - December 2008
United HealthCare, Hartford, CT October 2002 - September 2006
UnitedHealthcare September 1999 - October 2002
Skills
Customer Service, Office Management, Management, Supervisory Experience, Group Insurance, Rate Pricing, Tax Compliance, Office Administrator, Analyzing, Employee benefits Group, Interviewing Skills, Tax Preparation, Benefits Administration, Affordable Care Act, Medicaid Managed Care, Vendor Management, Staff Development, Policies & procedures, Team Building, Issue Resolution, Caseload Management, Banking, Staff Supervision, Representative Payee...
Education
University of Saint Joseph 2005 — 2006
Master's Degree, Business Administration and Management, General, 3.8
Georgiqan Court University 1990 — 1993
Bachelor's Degree, Business Administration and Management, General, 3.0
The University of Connecticut School of Business 2010 — 2011
Certificate, Long Term HealthCare Administration
H & R Block January 2010 - Present
TeleTech 1995 - February 2002
Education
The Maharaja Sayajirao University of Baroda 1993 — 1994
M.Sc., Mathematics, Operations Research, Statastics
H & R Block 2003 - Present
Odyssey House, Inc August 1989 - April 2002
Education
Southern NH University
BS, Human Resource Management
H & R Block
Education
American School 1967 — 1968
High School Diploma, Business, 12th
East Orange High School 1957 — 1960
Business, thru 11th
St. Petersburg College
Business Administration and Management, General
Scentsy Independent Consultant April 2012 - Present
H & R Block October 2010 - Present
H&R Block January 2011 - April 2011
Skills
Tax Returns, Data Entry, Accounts Payable, Access, Accounts Receivable, Inventory Management, Office Management, Outlook, Customer Service, Accounting, Time Management, Tax Preparation, Bookkeeping, Books, Business, Hospitals, LaTeX, Mathematics, Non-profits, QuickBooks, Fundraising, Nonprofits, Budgets, Public Relations, Management, Small Business, Training, Event Planning, PowerPoint, Human Resources
Education
Thomas Edison State College 2012 — 2016
BSBA, Public Administration
Strayer University - Online 2011 — 2012
Dioguardi Jewelers October 2013 - Present
JSJ Business Solutions January 2011 - Present
K.E.Y. Property Services, Inc January 2010 - September 2012
H & R Block 2007 - 2010
Big Y Foods Inc. August 1993 - January 1999
Skills
Sales Tax, QuickBooks, Bookkeeping, Income Tax, Spreadsheets, Tax, Small Business, Tax Law, Financial Planners, Tax Research, Partnership Taxation, Accounting, Spokesperson, Social Media, Social Networking, Customer Experience, Accounts Payable, Accounts Receivable, Account Reconciliation, Budgets, Customer Service, Financial Planning
Education
Umass Amherst 2010 — 2014
Taxation - Continuing Education
Springfield Technical Community College 1997 — 2000
Micro Computer Specialist
H & R Block January 1990 - Present
H & R Block 1990 - 2014
H & R Block 1990 - 2014
H & R Block 1990 - 2014
FirstMerit Bank October 1968 - December 2004
Skills
Computer analysis, Adult Education, Tax Preparation, Tax Returns, IRS, Image Analysis, Accounting, Income Tax, Tax Research, Tax Accounting, Financial Reporting, Payroll Taxes, Auditing, Partnership Taxation, Personal Income Tax...
Education
The University of Akron 1976 — 1985
BS, Tech Education
The University of Akron 1973 — 1985
Associate's degree, Computer Programming
H & R Block January 2007 - Present
JM Family Enterprises October 1983 - December 2002
Skills
Quickbooks, Tax Preparation, Accounts Payable, Excel, Customer Service, Payroll, Budgeting, Microsoft Office, Accounting, Payroll Processing, Outlook, Financial Analysis, Microsoft Excel, Insurance, Budgets, General Ledger, Risk Management, Employee Benefits, Forecasting, Process Improvement, Customer Satisfaction, Customer Retention, Customer Relations, Tax Accounting, Income Tax, Tax Law, Tax Returns, Tax Advisory, Time Management
Education
Stetson University 1953 — 1957
BA, American Studies, Communication
Isle of Capri Casino January 2015 - Present
H & R Block January 2006 - Present
Professional Transportation Inc July 2008 - October 2014
Skills
Customer Service, Data Entry, Income Tax, Microsoft Excel, Microsoft Office, Tax Preparation, Tax Returns
Education
Sowela Technical Community College 1998 — 2001
Associates, Office Systems Technology
H & R Block January 1986 - Present
Education
Southern Illinois University, Carbondale 1960 — 1964
BS, Management Finance
Tn department of revenue June 2014 - Present
Internal Revenue Service January 2013 - December 2014
Verizon August 2013 - October 2013
H & R Block January 2003 - January 2013
Skills
Tax Preparation, Tax Returns, QuickBooks, Credit, Bookkeeping
Education
Strayer university 2010 — 2012
Bs, Accounting
Strayer university 2010 — 2012
Bs, Accounting
Strayer university 2010 — 2012
Bs, Accounting
Spartanburg Community College 2008 — 2010
Associate of Arts and Sciences (AAS), Accounting
Tusculum college 1993 — 1994
H & R Block
Education
Stephen F. Austin State University 1954 — 1957
Bachelor of Business Administration (BBA)
H & R Block December 2011 - Present
Z-CoiL Footwear August 2010 - Present
Thalia Trinity Early Childhood School August 2004 - November 2011
Harford County Public Schools May 1994 - June 1998
Education
St. Mary's College of Maryland 1987 — 1989
Aberdeen High School 1983 — 1987
HS Diploma
RollinsBrook Community Hospital March 2011 - Present
H & R Block 1992 - 2010
Education
The University of Texas at Austin 1961 — 1967
BA, Nicrobiology
H & R Block January 1998 - Present
Michigana Tax Services November 1987 - February 1992
Skills
Tax Preparation, QuickBooks, Income Tax, Tax Returns, Bookkeeping, Accounting, Tax, Accounts Payable, Payroll, Accounts Receivable, General Ledger, Account Reconciliation, Financial Reporting, Corporate Tax, Sales Tax
Education
South Bend College of Commerce 1955 — 1956
Secretarial, Administrative Assistant and Secretarial Science, General
Southwestern Michigan College
none, Accounting and Computer Science
H & R Block January 2011 - Present
Easter Seals, Inc. October 2011 - January 2012
Skills
Tax Preparation, QuickBooks, Accounting, Tax Returns, Accounts Payable, Tax, General Ledger, Account Reconciliation, Income Tax, Accounts Receivable, Bookkeeping, Tax Research, Payroll Taxes, Financial Statements, Peachtree
Education
Southern Illinois University, Carbondale 2009 — 2013
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, Accounting
H&R Block January 2000 - Present
H & R Block January 1991 - Present
Skills
like to work with people
Education
RIT 1989 — 1990
Bachelor's degree, Accounting
Adirondack Community College 1987 — 1988
Associate's degree, Accounting
H & R Block 2012 - 2012
Oakdale Care Center September 2009 - December 2011
Kneibert Clinic November 2007 - September 2008
Kmart December 2005 - January 2008
Education
Central Missouri State University 2010 — 2012
Bachelor's degree, Accounting, 3.0
Three Rivers Community College 2007 — 2011
Associate's degree, Business Administration, 3.0
H & R Block September 2011 - Present
Jackson Hewitt January 2008 - April 2011
The Home Depot August 2005 - August 2008
Skills
Tax Preparation, Corporate Tax, Tax Returns, Tax Law, Tax Accounting, International Tax, Accounts Payable, Account Management, Account Reconciliation, Accounts Receivable, Financial Accounting
Education
Strayer University-Maryland 2010 — 2013
Bachelor of Arts (B.A.), Accounting and Finance
H & R Block January 2004 - Present
Golden Rule Accounting Services March 2007 - May 2008
US Techno Engineering May 2006 - November 2007
Skills
Computer skills, •QuickBooks, MS-Excel,..., Payroll, Invoicing, Accounts Receivable, Accounts Payable, Bookkeeping, General Ledger, Journal Entries, Accounting, Financial Statements, Income Tax, Teamwork, Tax, Analysis, Account Reconciliation, Customer Service
Education
The Maharaja Sayajirao University of Baroda
Bachelor of Commerce (B.Com.), Accounting
The Maharaja Sayajirao University of Baroda
Masters of Commerce, Finance and Financial Management Services
H & R Block 2000 - 2010
Convergys October 2003 - May 2007
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2007 — 2012
Bachelor of Science (BS), Criminal Justice
North Border Financial Services, LLC January 1990 - Present
Boise Inc. December 1994 - July 2011
International Bildrite, Inc October 1989 - December 1994
H & R Block May 1982 - May 1988
Skills
Tax Preparation, Payroll Services, tax consulting, Tax Audit preparation, International Tax, Accounting
Education
The University of North Dakota 1975 — 1980
BSBA, Accounting
H & R Block January 2003 - Present
Coca-Cola Enterprises August 2008 - April 2010
Coca-Cola Enterprises February 2006 - August 2008
Coca-Cola Enterprises November 2004 - January 2006
Skills
Investments, Tax Preparation, Financial Analysis, Tax, Financial Reporting, Strategic Financial..., Tax Returns, Income Tax, Finance, Accounting, Microsoft Excel, Tax Advisory, Logistics, Inventory Analysis, Customer Service, Quantitative Research, Portfolio Management, IRS, Tax Research, Investment Management, Investment Portfolio..., QuickBooks, Bookkeeping, Account Reconciliation, General Ledger, Accounts Payable, Preparation, Financial Statements, Accounts Receivable, Sales Tax, Balance, Payroll Taxes, Payroll, Financial Planners, Quicken, Journal Entries, Corporate Tax, GAAP, Expenses, Fixed Assets, Peachtree, Sarbanes-Oxley Act, Accruals, Depreciation, Sales & Use Tax, Cash Management, Small Business, Variance Analysis, Invoicing, Great Plains Software
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1990
Master of Business Administration (MBA), Investment Finance
Tulane University - A.B. Freeman School of Business 1984 — 1988
Bachelor of Science in Management, Finance and Economics
Christiansen Tax Services & IRS Representation April 2013 - Present
Prather Kalman, PC September 2007 - April 2013
Freelance Network Center, Inc. 1982 - 2009
H & R Block December 2003 - April 2007
Skills
Tax, Tax Preparation, Microsoft Office, Training, Small Business, Management, IRS, Real Estate, Tax Controversy, Writing Winning IRS..., Tax Research, QuickBooks, Bookkeeping, Income Tax, Preparation, Due Diligence, Tax Returns, Customer Service
Education
The University of Texas at Austin
H & R Block 2009 - 2011
Milgard Windows & Doors January 2000 - 2004
CleanCare Corporation 1993 - 1999
North American Environmental September 1991 - August 1997
Skills
Credit Manager, Office Management, Credit Analyst, Executive Secretary, Accounts Receivable, Accounts Payable, Payroll, Customer Service, Inventory/Manifest..., Management, Accounting, Collections, Data Entry, Banking, Human Resources, Account Reconciliation
Education
Tacoma Community College 1997 — 1998
Certificate, Credit Management
H & R Block January 2014 - April 2014
Good Samaritan Hospital Medical Center October 2007 - April 2013
Skills
Medical Terminology, Hospitals, Laboratory, Epic Systems, Cerner, HIPAA, Patient Safety, OSHA, Phone Etiquette, Fax, Filing, Copying, UPS Shipping, Troubleshooting, Multi Tasking
Education
Stony Brook University 2005 — 2007
Bachelor of Science (B.S.), Biology, 3.4
Suffolk County Community College 2003 — 2005
Associate of Science (A.S.) in Biology, Biology, General, 3.7
Suffolk County Community College
A.A.S Accounting, General Accounting, 4.0
None Currently June 2013 - Present
H & R Block 2010 - 2010
State of Kentucky October 1994 - February 2000
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Bookkeeping, QuickBooks, Accounts Payable, Tax, Auditing, Journal Entries, Accounts Receivable, Tax Preparation, Internal Controls, Income Tax, Budgets
Education
Sullivan University 2010 — 2013
Bachelor of Science (BS), Business Administration with Accounting emphasis
Lexington Technical Institute 1977 — 1979
Associate of Arts (AA), Secretarial Administration
H & R Block January 1991 - April 2008
Lockheed Martin February 1955 - June 1989
Employers Casualty Co September 1952 - February 1955
Education
The University of Texas at Arlington 1946 — 1947
Engineering
The University of Texas at Austin 1947 — 1951
Bachelor of Mecanical Engering, Mechanical Engineering
H & R Block January 2004 - Present
Skills
Tax, Income Tax, Corporate Tax, Tax Accounting, Tax Law, Tax Advisory, Accounting, International Tax, Tax Returns, Tax Preparation, Financial Reporting, Auditing, Payroll Taxes
Education
Southern Crescent Technical College