Hein & Associates
Industry: Company
DescriptionHeadquarters: Denver, Colorado, United States Founded: 1977 Parent organization: Moss Adams
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Hein & Associates Employees
Employee
Years
Job
Industry
Lise Monahan, CPA Lise Monahan, CPA's Hein & Associates Experience September 1994 - June 1997
Job Senior IT Manager at Halliburton
Industry Oil & Energy
Experience
Halliburton September 2013 - Present
Halliburton January 2013 - September 2013
Halliburton October 2010 - December 2012
Halliburton March 2005 - October 2010
KBR June 2003 - March 2005
Landmark Graphics August 2000 - June 2003
Landmark Graphics December 1998 - August 2000
Enercon Engineering June 1997 - November 1998
Hein & Associates September 1994 - June 1997
Ernst & Young September 1993 - June 1994
Skills
Project Management, ERP, Project Planning, SAP R/3, SAP, Team Leadership, Business Process, Business Analysis, Business Process..., Financial Reporting, Team Management, Leadership, Department Budgeting, IT Management, Financial Analysis, SAP Financial, Process Improvement, Budgets, Project Portfolio..., Professional Mentoring, Problem Solving, Decision Making, Interpersonal..., Supplier Negotiation, Crisis Management
Education
Johnson and Wales University 1990 — 1993
Bachelor of Science, Accounting
Halliburton September 2013 - Present
Halliburton January 2013 - September 2013
Halliburton October 2010 - December 2012
Halliburton March 2005 - October 2010
KBR June 2003 - March 2005
Landmark Graphics August 2000 - June 2003
Landmark Graphics December 1998 - August 2000
Enercon Engineering June 1997 - November 1998
Hein & Associates September 1994 - June 1997
Ernst & Young September 1993 - June 1994
Skills
Project Management, ERP, Project Planning, SAP R/3, SAP, Team Leadership, Business Process, Business Analysis, Business Process..., Financial Reporting, Team Management, Leadership, Department Budgeting, IT Management, Financial Analysis, SAP Financial, Process Improvement, Budgets, Project Portfolio..., Professional Mentoring, Problem Solving, Decision Making, Interpersonal..., Supplier Negotiation, Crisis Management
Education
Johnson and Wales University 1990 — 1993
Bachelor of Science, Accounting
Caleb Stephens, CPA Caleb Stephens, CPA's Hein & Associates Experience 2005 - 2007
Job Controller at Liberty Resources
Industry Oil & Energy
Experience
Liberty Resources April 2014 - Present
Resolute Energy Corporation March 2013 - March 2014
Resolute Energy Corporation March 2012 - March 2013
Resolute Energy Corporation October 2010 - March 2012
Resolute Energy Corporation July 2008 - September 2010
EKS&H 2007 - 2008
Hein & Associates 2005 - 2007
Washington Mutual, Inc. 2002 - 2004
Skills
GAAP, Accounting, SEC reporting, Oil, Financial Reporting, US GAAP, 10Q, Technical Accounting, Audit, General Ledger, FASB, Financial Analysis, 10K, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Auditing, CPA, Internal Controls, Petroleum
Education
Metropolitan State College of Denver 2005 — 2006
Bachelor of Science, Accounting
Colorado State University 1998 — 2002
Bachelor of Science, Marketing
Keele University 2001 — 2001
Foreign Exchange Program
Montezuma Cortez 1995 — 1998
Liberty Resources April 2014 - Present
Resolute Energy Corporation March 2013 - March 2014
Resolute Energy Corporation March 2012 - March 2013
Resolute Energy Corporation October 2010 - March 2012
Resolute Energy Corporation July 2008 - September 2010
EKS&H 2007 - 2008
Hein & Associates 2005 - 2007
Washington Mutual, Inc. 2002 - 2004
Skills
GAAP, Accounting, SEC reporting, Oil, Financial Reporting, US GAAP, 10Q, Technical Accounting, Audit, General Ledger, FASB, Financial Analysis, 10K, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Auditing, CPA, Internal Controls, Petroleum
Education
Metropolitan State College of Denver 2005 — 2006
Bachelor of Science, Accounting
Colorado State University 1998 — 2002
Bachelor of Science, Marketing
Keele University 2001 — 2001
Foreign Exchange Program
Montezuma Cortez 1995 — 1998
Emily Selig Emily Selig's Hein & Associates Experience January 2015 - Present
Job Tax Administrative Assistant at Hein & Associates
Industry Accounting
Experience
Hein & Associates January 2015 - Present
Natural K9 Supplies May 2013 - March 2014
MacNeill Group, Inc. June 2012 - August 2012
Skills
Sales Operations, Sales, CRM, Merchandising, Customer Service, Brand Management, Visual Merchandising, Digital Marketing, Human Resources, Marketing, Social Media Marketing, Market Research, Insurance, Digital Media
Education
Florida International University 2012 — 2014
Bachelor of Business Administration (BBA), Marketing, 3.3
Hein & Associates January 2015 - Present
Natural K9 Supplies May 2013 - March 2014
MacNeill Group, Inc. June 2012 - August 2012
Skills
Sales Operations, Sales, CRM, Merchandising, Customer Service, Brand Management, Visual Merchandising, Digital Marketing, Human Resources, Marketing, Social Media Marketing, Market Research, Insurance, Digital Media
Education
Florida International University 2012 — 2014
Bachelor of Business Administration (BBA), Marketing, 3.3
Lindsey Lagos Lindsey Lagos's Hein & Associates Experience August 2014 - Present
Job Audit Manager at Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates August 2014 - Present
Hein & Associates August 2012 - August 2014
Hein & Associates December 2010 - August 2012
Hein & Associates September 2008 - December 2010
Skills
SEC filings, Auditing, US GAAP, CPA, Financial Audits, 10Q
Education
Chapman University 2004 — 2008
BS, Accounting. Minor in Film Studies
Hein & Associates August 2014 - Present
Hein & Associates August 2012 - August 2014
Hein & Associates December 2010 - August 2012
Hein & Associates September 2008 - December 2010
Skills
SEC filings, Auditing, US GAAP, CPA, Financial Audits, 10Q
Education
Chapman University 2004 — 2008
BS, Accounting. Minor in Film Studies
Sandi Pike's Hein & Associates Experience June 1996 - August 2001
Job Sr. Accountant at Frost and Company, P.C.
Industry Accounting
Experience
Frost & Company, P.C. (Healthcare Consulting CPA Firm) July 2007 - Present
Bookkeeping Solutions LLC August 2001 - June 2008
Hein & Associates June 1996 - August 2001
Skills
Peachtree, QuickBooks, ADP Payroll, CMS, Microsoft Office, Mas 90, Creative Solutions..., CYMA, Paychex, UltraTax, Accounting, Financial Reporting, Bank Reconciliation, Tax Preparation, Office Management, Human Resources, Invoicing, Payroll, General Ledger, Accounts Receivable, Financial Statements, Financial Accounting, Account Reconciliation, Tax Returns, Bookkeeping, Corporate Tax, Journal Entries, Fixed Assets, Internal Controls, Payroll Taxes, Accounts Payable, Sales Tax
Education
Houston Community College
Associate's Degree, Human Resources Management/Personnel Administration, General
Frost & Company, P.C. (Healthcare Consulting CPA Firm) July 2007 - Present
Bookkeeping Solutions LLC August 2001 - June 2008
Hein & Associates June 1996 - August 2001
Skills
Peachtree, QuickBooks, ADP Payroll, CMS, Microsoft Office, Mas 90, Creative Solutions..., CYMA, Paychex, UltraTax, Accounting, Financial Reporting, Bank Reconciliation, Tax Preparation, Office Management, Human Resources, Invoicing, Payroll, General Ledger, Accounts Receivable, Financial Statements, Financial Accounting, Account Reconciliation, Tax Returns, Bookkeeping, Corporate Tax, Journal Entries, Fixed Assets, Internal Controls, Payroll Taxes, Accounts Payable, Sales Tax
Education
Houston Community College
Associate's Degree, Human Resources Management/Personnel Administration, General
Lauren Tyson's Hein & Associates Experience January 2015 - Present
Job Staff Auditor at Hein & Associates
Industry Accounting
Experience
Hein & Associates January 2015 - Present
Langley, Williams & Company January 2014 - December 2014
Langley, Williams & Company July 2013 - December 2013
University of Louisiana at Lafayette August 2009 - May 2013
McElroy, Quirk & Burch December 2012 - April 2013
Postlethwaite & Netterville January 2012 - November 2012
Skills
ProSystem fx Tax, Tax Preparation, Tax Returns, QuickBooks, Microsoft Excel, Adobe Acrobat, Bookkeeping, Peachtree, Microsoft Word, Financial Reporting, Auditing, Microsoft Office, PowerPoint, Accounting, Corporate Tax, Financial Accounting
Education
McNeese State University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Louisiana at Lafayette 2009 — 2013
Bachelor's degree, Accounting
Hein & Associates January 2015 - Present
Langley, Williams & Company January 2014 - December 2014
Langley, Williams & Company July 2013 - December 2013
University of Louisiana at Lafayette August 2009 - May 2013
McElroy, Quirk & Burch December 2012 - April 2013
Postlethwaite & Netterville January 2012 - November 2012
Skills
ProSystem fx Tax, Tax Preparation, Tax Returns, QuickBooks, Microsoft Excel, Adobe Acrobat, Bookkeeping, Peachtree, Microsoft Word, Financial Reporting, Auditing, Microsoft Office, PowerPoint, Accounting, Corporate Tax, Financial Accounting
Education
McNeese State University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Louisiana at Lafayette 2009 — 2013
Bachelor's degree, Accounting
Joel Gustafson Joel Gustafson's Hein & Associates Experience September 2008 - February 2014
Job Vice President of Tax at NGL Energy Partners LP
Industry Accounting
Experience
NGL Energy Partners LP August 2015 - Present
NGL Energy Partners LP March 2014 - August 2015
Hein & Associates September 2008 - February 2014
Blain L Christianson & Associates December 2006 - July 2007
Skills
CPA, Oil/Gas, Tax, Income Tax, Corporate Tax, Partnership Taxation, Financial Reporting
Education
University of Denver 2007 — 2008
Master's degree, Taxation
Minnesota State University, Moorhead 2004 — 2007
Bachelor of Science (BS), Accounting
NGL Energy Partners LP August 2015 - Present
NGL Energy Partners LP March 2014 - August 2015
Hein & Associates September 2008 - February 2014
Blain L Christianson & Associates December 2006 - July 2007
Skills
CPA, Oil/Gas, Tax, Income Tax, Corporate Tax, Partnership Taxation, Financial Reporting
Education
University of Denver 2007 — 2008
Master's degree, Taxation
Minnesota State University, Moorhead 2004 — 2007
Bachelor of Science (BS), Accounting
Courtney Potts Courtney Potts's Hein & Associates Experience April 2008 - September 2012
Job Program Manager ar The Colorado Office of Film, Television & Media
Industry Entertainment
Experience
Colorado Office of Film, Television & Media October 2012 - Present
Self January 2010 - Present
Shack Over There Productions January 2010 - December 2012
Hein & Associates April 2008 - September 2012
Tricky Films LLC 2009 - 2012
Hogan & Hartson July 2006 - August 2007
Skills
Final Cut Pro 7, DVD Studio Pro, Motion 4, Adobe Creative Suite 5, HTML, Video Editing, Final Cut Pro, Web Design, Adobe Creative Suite, Graphic Design, Film, Post Production, Film Production, Entertainment, Video Production, Social Media
Education
DePaul University
Bachelor of Arts, Communications; Film/TV/Radio) and Italian
University of Colorado Denver
N/A, Accounting and Business/Management
Colorado Office of Film, Television & Media October 2012 - Present
Self January 2010 - Present
Shack Over There Productions January 2010 - December 2012
Hein & Associates April 2008 - September 2012
Tricky Films LLC 2009 - 2012
Hogan & Hartson July 2006 - August 2007
Skills
Final Cut Pro 7, DVD Studio Pro, Motion 4, Adobe Creative Suite 5, HTML, Video Editing, Final Cut Pro, Web Design, Adobe Creative Suite, Graphic Design, Film, Post Production, Film Production, Entertainment, Video Production, Social Media
Education
DePaul University
Bachelor of Arts, Communications; Film/TV/Radio) and Italian
University of Colorado Denver
N/A, Accounting and Business/Management
Laura Bloom Laura Bloom's Hein & Associates Experience January 2012 - October 2012
Job Senior Accountant at Arrow Electronics
Industry Accounting
Experience
Arrow Electronics January 2013 - Present
Hein & Associates January 2012 - October 2012
Integrated Airline Services June 2002 - December 2011
Skills
Business Process..., Finance, Sarbanes-Oxley, Financial Analysis, General Ledger, Financial Reporting, Accounting, Internal Controls, Account Reconciliation, Variance Analysis, Data Analytics, Microsoft Excel, Microsoft Access, GAAP, Forecasting, Cross-functional Team..., KPI Dashboards
Education
Northwestern University 2015 — 2017
Master of Science (MS), Analytics
Metropolitan State College of Denver 2004 — 2011
Bachelor of Science (B.S.), Accounting, 3.94 Overall GPA, 4.0 Accounting
Arrow Electronics January 2013 - Present
Hein & Associates January 2012 - October 2012
Integrated Airline Services June 2002 - December 2011
Skills
Business Process..., Finance, Sarbanes-Oxley, Financial Analysis, General Ledger, Financial Reporting, Accounting, Internal Controls, Account Reconciliation, Variance Analysis, Data Analytics, Microsoft Excel, Microsoft Access, GAAP, Forecasting, Cross-functional Team..., KPI Dashboards
Education
Northwestern University 2015 — 2017
Master of Science (MS), Analytics
Metropolitan State College of Denver 2004 — 2011
Bachelor of Science (B.S.), Accounting, 3.94 Overall GPA, 4.0 Accounting
Chasidey Geissler's Hein & Associates Experience August 2005 - July 2009
Job Accounting Professional
Industry Accounting
Experience
ADInstruments July 2015 - Present
Various Companies November 2012 - Present
PingIdentity Corporation August 2011 - November 2012
MarketForce Information August 2009 - May 2011
Hein & Associates August 2005 - July 2009
Arthur Andersen LLP January 2001 - January 2004
KPMG Audit 2002 - 2004
Skills
Internal Controls, Accounting, Financial Reporting, GAAP, Auditing, US GAAP, SEC filings, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, CPA, Financial Accounting, Netsuite, Microsoft Excel, Outlook, Gmail, Financial Forecasting, Due Diligence, Strategic Financial..., Strategic Planning, Financial Modeling, Business Analytics, Revenue Forecasting, Corporate Finance, Salesforce.com, Financial Force, Forecasting, Account Reconciliation, Variance Analysis, Financial Statements, Accounts Payable, Finance, Management, Budgets
Education
Chadron State College 1998 — 2001
Bachelor's, Accounting, Finance
Norris High School 1994 — 1998
Diploma
ADInstruments July 2015 - Present
Various Companies November 2012 - Present
PingIdentity Corporation August 2011 - November 2012
MarketForce Information August 2009 - May 2011
Hein & Associates August 2005 - July 2009
Arthur Andersen LLP January 2001 - January 2004
KPMG Audit 2002 - 2004
Skills
Internal Controls, Accounting, Financial Reporting, GAAP, Auditing, US GAAP, SEC filings, Revenue Recognition, Financial Analysis, Sarbanes-Oxley Act, CPA, Financial Accounting, Netsuite, Microsoft Excel, Outlook, Gmail, Financial Forecasting, Due Diligence, Strategic Financial..., Strategic Planning, Financial Modeling, Business Analytics, Revenue Forecasting, Corporate Finance, Salesforce.com, Financial Force, Forecasting, Account Reconciliation, Variance Analysis, Financial Statements, Accounts Payable, Finance, Management, Budgets
Education
Chadron State College 1998 — 2001
Bachelor's, Accounting, Finance
Norris High School 1994 — 1998
Diploma
Pooja Mansukhani Pooja Mansukhani's Hein & Associates Experience January 2014 - April 2014
Job Fixed Asset Accountant at Schlumberger
Industry Accounting
Experience
Schlumberger February 2015 - Present
Hein & Associates January 2014 - April 2014
University of Houston August 2013 - December 2013
Sukhani Petroleum June 2012 - July 2013
Skills
Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Word, Peachtree, Accurate Record Keeping, Accounting, Financial Statements, Invoicing, Financial Reporting, Accounts Payable, Fixed Assets, Access, Microsoft Office
Education
University of Houston 2011 — 2013
Bachelor of Business Administration (BBA), Accounting, Graduate GPA:3.56
Houston Community College
Houston Community College
Schlumberger February 2015 - Present
Hein & Associates January 2014 - April 2014
University of Houston August 2013 - December 2013
Sukhani Petroleum June 2012 - July 2013
Skills
Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Word, Peachtree, Accurate Record Keeping, Accounting, Financial Statements, Invoicing, Financial Reporting, Accounts Payable, Fixed Assets, Access, Microsoft Office
Education
University of Houston 2011 — 2013
Bachelor of Business Administration (BBA), Accounting, Graduate GPA:3.56
Houston Community College
Houston Community College
Andrea Huerta Andrea Huerta's Hein & Associates Experience June 2014 - August 2014
Job PwC Tax
Industry Accounting
Experience
PwC July 2015 - Present
Wood Group - ODL September 2014 - June 2015
Hein & Associates June 2014 - August 2014
PwC February 2014 - April 2014
Courtyard by Marriott February 2013 - August 2013
Wood Group July 2012 - August 2012
Florida State University May 2011 - July 2012
Skills
Accounting, Microsoft Word, Tax, Microsoft Office, Microsoft Dynamics, PowerPoint, Analysis, Leadership, Customer Service, Access, Microsoft Excel, Accounts Payable, Finance, Financial Analysis, English, Budgets, Financial Reporting
Education
University of Houston 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Florida State University 2010 — 2012
Associate of Arts (AA), Liberal Arts
PwC July 2015 - Present
Wood Group - ODL September 2014 - June 2015
Hein & Associates June 2014 - August 2014
PwC February 2014 - April 2014
Courtyard by Marriott February 2013 - August 2013
Wood Group July 2012 - August 2012
Florida State University May 2011 - July 2012
Skills
Accounting, Microsoft Word, Tax, Microsoft Office, Microsoft Dynamics, PowerPoint, Analysis, Leadership, Customer Service, Access, Microsoft Excel, Accounts Payable, Finance, Financial Analysis, English, Budgets, Financial Reporting
Education
University of Houston 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Florida State University 2010 — 2012
Associate of Arts (AA), Liberal Arts
Susie Kuntz Susie Kuntz's Hein & Associates Experience October 2001 - November 2010
Job Controller at Cascade Petroleum LLC
Industry Accounting
Experience
Cascade Petroleum LLC March 2014 - Present
Triangle Petroleum Corporation December 2010 - January 2014
Hein & Associates October 2001 - November 2010
Republic Financial Corporation June 2004 - January 2006
Lantis Enterprises, Inc. October 1995 - October 1999
Education
Black Hills State University 1987 — 1993
Bachelor of Science, Business Administration - Accounting
Cascade Petroleum LLC March 2014 - Present
Triangle Petroleum Corporation December 2010 - January 2014
Hein & Associates October 2001 - November 2010
Republic Financial Corporation June 2004 - January 2006
Lantis Enterprises, Inc. October 1995 - October 1999
Education
Black Hills State University 1987 — 1993
Bachelor of Science, Business Administration - Accounting
Joy Shouse Joy Shouse's Hein & Associates Experience 2002 - 2008
Job Administrative Assistant at EKS&H
Industry Financial Services
Experience
EKS&H March 2014 - Present
Shouse House Publishing December 2011 - Present
Quadron Data Solutions January 2014 - March 2014
Alliance Residential Company October 2012 - November 2013
Big Sky Communications March 2010 - September 2012
Ascend Geo, LLC 2008 - March 2010
Hein & Associates 2002 - 2008
Skills
Marketing Strategy, Public Relations, Strategic Planning, Marketing, Budgets, Customer Service, Microsoft Office, Email Marketing, Social Media, Event Planning, Advertising, Online Advertising, Public Speaking, Sales
Education
Metropolitan State College of Denver 2002 — 2012
Bachelor of Science (BS), Behavioral Sciences
EKS&H March 2014 - Present
Shouse House Publishing December 2011 - Present
Quadron Data Solutions January 2014 - March 2014
Alliance Residential Company October 2012 - November 2013
Big Sky Communications March 2010 - September 2012
Ascend Geo, LLC 2008 - March 2010
Hein & Associates 2002 - 2008
Skills
Marketing Strategy, Public Relations, Strategic Planning, Marketing, Budgets, Customer Service, Microsoft Office, Email Marketing, Social Media, Event Planning, Advertising, Online Advertising, Public Speaking, Sales
Education
Metropolitan State College of Denver 2002 — 2012
Bachelor of Science (BS), Behavioral Sciences
Kim Van Eeckhout's Hein & Associates Experience September 2013 - Present
Job Marketing Director at Hein & Associates
Industry Marketing and Advertising
Experience
Hein & Associates September 2013 - Present
Everprises, Inc. 2012 - 2013
ARMADA Supply Chain Solutions 2011 - 2012
Qwest Communications 2006 - 2011
McDonald Automotive Group 2004 - 2006
Independent Consultant 2000 - 2004
ACT Teleconferencing Inc 1996 - 2000
Skills
Marketing Communications, Marketing, Social Media Marketing, Marketing Strategy, Content Marketing, Business Development, Project Management, Sales, Social Media, Account Management, Budgets, Strategic Planning, Email Marketing, Competitive Analysis, Lead Generation, Advertising, Direct Marketing, CRM, Management, Leadership
Education
Colorado State University
Master's degree, Communications
University of Colorado at Boulder
Bachelor's degree, Communications
Hein & Associates September 2013 - Present
Everprises, Inc. 2012 - 2013
ARMADA Supply Chain Solutions 2011 - 2012
Qwest Communications 2006 - 2011
McDonald Automotive Group 2004 - 2006
Independent Consultant 2000 - 2004
ACT Teleconferencing Inc 1996 - 2000
Skills
Marketing Communications, Marketing, Social Media Marketing, Marketing Strategy, Content Marketing, Business Development, Project Management, Sales, Social Media, Account Management, Budgets, Strategic Planning, Email Marketing, Competitive Analysis, Lead Generation, Advertising, Direct Marketing, CRM, Management, Leadership
Education
Colorado State University
Master's degree, Communications
University of Colorado at Boulder
Bachelor's degree, Communications
Rocky Bertz Rocky Bertz's Hein & Associates Experience February 1984 - September 1989
Job Senior QA Analyst at CH2M
Industry Environmental Services
Experience
CH2M January 2007 - Present
CH2M January 2000 - January 2007
Oracle Applications Users Group January 1995 - December 2001
CH2M January 1994 - January 2000
Nerco Oil and Gas April 1990 - December 1993
Geotechnology International October 1989 - March 1990
Hein & Associates February 1984 - September 1989
McGladrey June 1982 - January 1984
Skills
Project Management, Quality Assurance, Financial Reporting, Financial Analysis, Oracle, Business Process..., Accounting, Business Intelligence, Software conversions, Auditing, Agile Methodologies, Process Improvement, Risk Assessment
Education
University of Wyoming 1979 — 1982
BS Accounting, Accounting and Finance
Casper College 1977 — 1979
Associate of Science (A.S.), Construction Management
NCHS
NCHS
NCHS
CH2M January 2007 - Present
CH2M January 2000 - January 2007
Oracle Applications Users Group January 1995 - December 2001
CH2M January 1994 - January 2000
Nerco Oil and Gas April 1990 - December 1993
Geotechnology International October 1989 - March 1990
Hein & Associates February 1984 - September 1989
McGladrey June 1982 - January 1984
Skills
Project Management, Quality Assurance, Financial Reporting, Financial Analysis, Oracle, Business Process..., Accounting, Business Intelligence, Software conversions, Auditing, Agile Methodologies, Process Improvement, Risk Assessment
Education
University of Wyoming 1979 — 1982
BS Accounting, Accounting and Finance
Casper College 1977 — 1979
Associate of Science (A.S.), Construction Management
NCHS
NCHS
NCHS
Ashley Eaves's Hein & Associates Experience May 2013 - Present
Job Tax Senior at Hein & Associates
Industry Accounting
Experience
Hein & Associates May 2013 - Present
Lady Leah School of Dance September 2010 - May 2013
Skills
Accounting, CPA, Corporate Tax, Financial Accounting, GAAP, Income Tax, Partnership Taxation, SEC filings, Tax Accounting, Tax Law, Tax Research, US GAAP, Tax Preparation, International Tax
Education
McNeese State University 2008 — 2012
Bachelor of Applied Science (BASc), Accounting
Hein & Associates May 2013 - Present
Lady Leah School of Dance September 2010 - May 2013
Skills
Accounting, CPA, Corporate Tax, Financial Accounting, GAAP, Income Tax, Partnership Taxation, SEC filings, Tax Accounting, Tax Law, Tax Research, US GAAP, Tax Preparation, International Tax
Education
McNeese State University 2008 — 2012
Bachelor of Applied Science (BASc), Accounting
Larry Schultz Larry Schultz's Hein & Associates Experience January 2006 - Present
Job Office Managing Partner, Orange County
Industry Accounting
Experience
Hein & Associates January 2006 - Present
Aerospace and Defense Forum January 2014 - Present
California Society of CPAs/CalCPA Education Foundation September 2009 - Present
Community SeniorServe June 2011 - Present
BDO December 1998 - January 2006
Corbin & Wertz July 1992 - November 1998
Detroit Red Wings 1990 - 1992
Skills
Auditing, Accounting, SEC filings, SSAE 16, NetSuite, SEC reporting, Online Media and..., Life Sciences, Aerospace Industries, Industrial and Energy, Software and Technology
Education
Walsh College 1990 — 1992
Masters, Accounting
Ferris State University 1984 — 1989
BA, Finance
Berkley 1979 — 1982
Hein & Associates January 2006 - Present
Aerospace and Defense Forum January 2014 - Present
California Society of CPAs/CalCPA Education Foundation September 2009 - Present
Community SeniorServe June 2011 - Present
BDO December 1998 - January 2006
Corbin & Wertz July 1992 - November 1998
Detroit Red Wings 1990 - 1992
Skills
Auditing, Accounting, SEC filings, SSAE 16, NetSuite, SEC reporting, Online Media and..., Life Sciences, Aerospace Industries, Industrial and Energy, Software and Technology
Education
Walsh College 1990 — 1992
Masters, Accounting
Ferris State University 1984 — 1989
BA, Finance
Berkley 1979 — 1982
Larissa Farrell's Hein & Associates Experience January 2014 - June 2015
Job Administrative Assistant at DaVita Kidney Care
Industry Accounting
Experience
DaVita Kidney Care June 2015 - Present
Hein & Associates January 2014 - June 2015
Telvent USA LLC June 2011 - November 2013
Boulder Scientific Company May 2010 - June 2011
Skills
Office Administration, Microsoft Word, Microsoft Excel, Adobe Acrobat, Access, Master Scheduling, Contract Management, SAP ERP, GoSystems, GoFileRoom, Billing Systems, Logistics Management, Travel Arrangements, Events Coordination, Budget Monitoring, Conference Coordination, ADP Payroll, Accounting, Training, Lotus Notes
Education
Metropolitan State University of Denver
Master's Degree, Accounting
Colorado State University 2006 — 2010
Bachelors of Science in Business Administration, minor in English, Marketing
DaVita Kidney Care June 2015 - Present
Hein & Associates January 2014 - June 2015
Telvent USA LLC June 2011 - November 2013
Boulder Scientific Company May 2010 - June 2011
Skills
Office Administration, Microsoft Word, Microsoft Excel, Adobe Acrobat, Access, Master Scheduling, Contract Management, SAP ERP, GoSystems, GoFileRoom, Billing Systems, Logistics Management, Travel Arrangements, Events Coordination, Budget Monitoring, Conference Coordination, ADP Payroll, Accounting, Training, Lotus Notes
Education
Metropolitan State University of Denver
Master's Degree, Accounting
Colorado State University 2006 — 2010
Bachelors of Science in Business Administration, minor in English, Marketing
Jawad Manekia Jawad Manekia's Hein & Associates Experience January 2015 - Present
Job Senior Tax Associate at Hein & Associates
Industry Accounting
Experience
Hein & Associates January 2015 - Present
TravisWolff Independent Advisors & Accountants January 2011 - January 2015
Agero, Inc. June 2008 - November 2010
Carrollton-Farmers Branch ISD January 2007 - May 2008
Brookhaven College August 2006 - May 2008
Skills
Accounting, Tax Preparation, QuickBooks, Tax, Customer Service, Time Management, Training, Tax Research, Income Tax, Corporate Tax, Partnership Taxation, Account Reconciliation, Microsoft Excel
Education
The University of Texas at Arlington 2008 — 2010
Bachelor of Science, Accounting
Brookhaven Community College 2005 — 2007
Associates of Science, Business
Hein & Associates January 2015 - Present
TravisWolff Independent Advisors & Accountants January 2011 - January 2015
Agero, Inc. June 2008 - November 2010
Carrollton-Farmers Branch ISD January 2007 - May 2008
Brookhaven College August 2006 - May 2008
Skills
Accounting, Tax Preparation, QuickBooks, Tax, Customer Service, Time Management, Training, Tax Research, Income Tax, Corporate Tax, Partnership Taxation, Account Reconciliation, Microsoft Excel
Education
The University of Texas at Arlington 2008 — 2010
Bachelor of Science, Accounting
Brookhaven Community College 2005 — 2007
Associates of Science, Business
Crystal Kennell Crystal Kennell's Hein & Associates Experience November 2007 - April 2011
Job Financial Advisor
Industry Insurance
Experience
Scott Financial Services April 2014 - Present
Halcon Resources Corporation March 2013 - December 2013
Newfield Exploration April 2011 - February 2013
Hein & Associates November 2007 - April 2011
Aimbridge Hospitality December 2006 - November 2007
Dynamic Events February 2005 - September 2006
Skills
Internal Controls, Budgets, Auditing, Accounting, Account Reconciliation, Microsoft Excel, Financial Reporting, Financial Analysis, Program Management, Invoicing, Management, Accounts Payable, Finance
Education
Johnson & Wales University 2003 — 2005
Bachelor of Science, Sports/Entertainment/Event Management
Angelo State University 2001 — 2003
Scott Financial Services April 2014 - Present
Halcon Resources Corporation March 2013 - December 2013
Newfield Exploration April 2011 - February 2013
Hein & Associates November 2007 - April 2011
Aimbridge Hospitality December 2006 - November 2007
Dynamic Events February 2005 - September 2006
Skills
Internal Controls, Budgets, Auditing, Accounting, Account Reconciliation, Microsoft Excel, Financial Reporting, Financial Analysis, Program Management, Invoicing, Management, Accounts Payable, Finance
Education
Johnson & Wales University 2003 — 2005
Bachelor of Science, Sports/Entertainment/Event Management
Angelo State University 2001 — 2003
Tessa Lambourne Tessa Lambourne's Hein & Associates Experience October 2007 - September 2011
Job Construction Management Administrator at Baceline Investments
Industry Real Estate
Experience
Baceline Investments November 2014 - Present
Victoria's Secret November 2011 - November 2014
Hein & Associates October 2007 - September 2011
Ajilon Professional Staffing June 2007 - October 2007
Auto-Owners Insurance March 2006 - June 2007
Radiation Instruments Company April 2003 - August 2006
Skills
Software Documentation, Training, Invoicing, Payroll, Time Management, Sales, Business Analysis, Sales Operations, Office Management, Telephone Skills, Merchandising, Filing
Education
Metropolitan State University of Denver 2002 — 2005
N/A, Undecided/Education
University of Colorado at Boulder 2000 — 2001
N/A, Kinesiology and Exercise Science
Baceline Investments November 2014 - Present
Victoria's Secret November 2011 - November 2014
Hein & Associates October 2007 - September 2011
Ajilon Professional Staffing June 2007 - October 2007
Auto-Owners Insurance March 2006 - June 2007
Radiation Instruments Company April 2003 - August 2006
Skills
Software Documentation, Training, Invoicing, Payroll, Time Management, Sales, Business Analysis, Sales Operations, Office Management, Telephone Skills, Merchandising, Filing
Education
Metropolitan State University of Denver 2002 — 2005
N/A, Undecided/Education
University of Colorado at Boulder 2000 — 2001
N/A, Kinesiology and Exercise Science
Jason Sivells Jason Sivells's Hein & Associates Experience October 2011 - May 2014
Job Assistant Controller at Westbrook
Industry Accounting
Experience
Westbrook June 2014 - Present
Hein & Associates October 2011 - May 2014
Ernst & Young September 2008 - October 2011
US Army July 1996 - April 2004
Skills
Internal Controls, Auditing, SEC filings, US GAAP, GAAP, Sarbanes-Oxley Act, External Audit, Financial Reporting, Accounting, IFRS, Financial Accounting, General Ledger, Assurance, Leadership, Sarbanes-Oxley, Financial Audits, Risk Assessment
Education
Texas A&M University 2005 — 2008
Master of Science (MS), Finance, General
Texas A&M University 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
Austin Community College 2004 — 2005
Associate of Science (A.S.), Business Administration and Management, General
Westbrook June 2014 - Present
Hein & Associates October 2011 - May 2014
Ernst & Young September 2008 - October 2011
US Army July 1996 - April 2004
Skills
Internal Controls, Auditing, SEC filings, US GAAP, GAAP, Sarbanes-Oxley Act, External Audit, Financial Reporting, Accounting, IFRS, Financial Accounting, General Ledger, Assurance, Leadership, Sarbanes-Oxley, Financial Audits, Risk Assessment
Education
Texas A&M University 2005 — 2008
Master of Science (MS), Finance, General
Texas A&M University 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
Austin Community College 2004 — 2005
Associate of Science (A.S.), Business Administration and Management, General
Laura Jolly Laura Jolly's Hein & Associates Experience September 2003 - April 2005
Job Director of Human Resources at Hudson Products
Industry Oil & Energy
Experience
Hudson Products Corporation November 2014 - Present
WCA Waste January 2014 - June 2014
WCA Waste March 2012 - January 2014
WCA Waste October 2009 - March 2012
Ham, Langston & Brezina, LLP April 2005 - October 2009
Hein & Associates September 2003 - April 2005
Skills
Accounting, Payroll Conversions, Payroll, Benefits Administration, Benefits Management, Retirement Benefits, Human Resources, Special Processes, 404 Compliance, Process Consulting, ADP Payroll, Compensation & Benefit, Ceridian, 401k, FMLA, Sarbanes-Oxley Act, Management, Employee Benefits, Auditing, Leadership, Strategic Planning, Recruiting, Financial Analysis, Employee Relations, Internal Controls, Financial Reporting
Education
The University of Texas at San Antonio 2002 — 2003
Master of Business Administration (MBA), Accounting
Hardin-Simmons University 1999 — 2002
Bachelor of Business Administration (BBA), Accounting
Hudson Products Corporation November 2014 - Present
WCA Waste January 2014 - June 2014
WCA Waste March 2012 - January 2014
WCA Waste October 2009 - March 2012
Ham, Langston & Brezina, LLP April 2005 - October 2009
Hein & Associates September 2003 - April 2005
Skills
Accounting, Payroll Conversions, Payroll, Benefits Administration, Benefits Management, Retirement Benefits, Human Resources, Special Processes, 404 Compliance, Process Consulting, ADP Payroll, Compensation & Benefit, Ceridian, 401k, FMLA, Sarbanes-Oxley Act, Management, Employee Benefits, Auditing, Leadership, Strategic Planning, Recruiting, Financial Analysis, Employee Relations, Internal Controls, Financial Reporting
Education
The University of Texas at San Antonio 2002 — 2003
Master of Business Administration (MBA), Accounting
Hardin-Simmons University 1999 — 2002
Bachelor of Business Administration (BBA), Accounting
Kaitlyn Foster's Hein & Associates Experience May 2013 - August 2013
Job at
Industry Accounting
Experience
Packaging Corporation of America June 2014 - Present
Langley, Williams, & Co December 2013 - June 2014
Hein & Associates May 2013 - August 2013
Langley, Williams, & Co February 2013 - May 2013
Skills
Accounting, Financial Reporting, General Ledger, Auditing, Account Reconciliation, GAAP, Financial Accounting, Internal Controls, Tax, Accounts Payable, QuickBooks, Tax Preparation, Financial Statements, Journal Entries, Accounts Receivable
Education
McNeese State University 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance, 3.36
Packaging Corporation of America June 2014 - Present
Langley, Williams, & Co December 2013 - June 2014
Hein & Associates May 2013 - August 2013
Langley, Williams, & Co February 2013 - May 2013
Skills
Accounting, Financial Reporting, General Ledger, Auditing, Account Reconciliation, GAAP, Financial Accounting, Internal Controls, Tax, Accounts Payable, QuickBooks, Tax Preparation, Financial Statements, Journal Entries, Accounts Receivable
Education
McNeese State University 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance, 3.36
Cynthia Ebbers Cynthia Ebbers's Hein & Associates Experience January 2006 - July 2010
Job Executive Assistant to President of North America
Industry Executive Office
Experience
Ricoh Imaging Americas Corporation April 2014 - February 2015
DaVita Inc. March 2011 - January 2014
Hein & Associates January 2006 - July 2010
American Petcare Properties, LLC January 2005 - January 2006
Skills
Editing, Project Management, Market Research, Business Development, Administration, Heavy Calendaring, Travel and Logistics..., Corporate Events, Fundraising, Mergers & Acquisitions, Management, Healthcare, Finance, Budgets, Accounting
Education
Metropolitan State University of Denver
English
Ricoh Imaging Americas Corporation April 2014 - February 2015
DaVita Inc. March 2011 - January 2014
Hein & Associates January 2006 - July 2010
American Petcare Properties, LLC January 2005 - January 2006
Skills
Editing, Project Management, Market Research, Business Development, Administration, Heavy Calendaring, Travel and Logistics..., Corporate Events, Fundraising, Mergers & Acquisitions, Management, Healthcare, Finance, Budgets, Accounting
Education
Metropolitan State University of Denver
English
Scott Elrod Scott Elrod's Hein & Associates Experience January 2013 - December 2013
Job Tax Manager at ClearChoice Dental Implant Centers
Industry Real Estate
Experience
ClearChoice Dental Implant Centers January 2014 - Present
Hein & Associates January 2013 - December 2013
Prologis Inc January 2006 - January 2013
KPMG US December 1998 - January 2006
Coopers & Lybrand Consulting January 1998 - December 1998
Education
Colorado State University
Masters of Taxation
Colorado State University
Bachelors of Science, Accounting
ClearChoice Dental Implant Centers January 2014 - Present
Hein & Associates January 2013 - December 2013
Prologis Inc January 2006 - January 2013
KPMG US December 1998 - January 2006
Coopers & Lybrand Consulting January 1998 - December 1998
Education
Colorado State University
Masters of Taxation
Colorado State University
Bachelors of Science, Accounting
Lexie Torres Lexie Torres's Hein & Associates Experience August 2010 - Present
Job State & Local Tax Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2010 - Present
City & County of Denver June 2007 - August 2010
Skills
Tax Research, Sales & Use Tax, State Tax, Oil & Gas Industry, Income Tax, GAAP, Tax Accounting, CPA, Financial Analysis, Corporate Tax, SEC Filings, Auditing, Financial Accounting, Tax Preparation
Education
Colorado State University 2003 — 2007
Bachelor of Science (B.S.), Business Administration - Accounting & Finance
Hein & Associates August 2010 - Present
City & County of Denver June 2007 - August 2010
Skills
Tax Research, Sales & Use Tax, State Tax, Oil & Gas Industry, Income Tax, GAAP, Tax Accounting, CPA, Financial Analysis, Corporate Tax, SEC Filings, Auditing, Financial Accounting, Tax Preparation
Education
Colorado State University 2003 — 2007
Bachelor of Science (B.S.), Business Administration - Accounting & Finance
Pamela Faye Fraser-Shenkin, CPA, CGMA Pamela Faye Fraser-Shenkin, CPA, CGMA's Hein & Associates Experience 2000 - 2003
Job 2015 Five Star Award Winner for Professional Services
Industry Financial Services
Experience
1stWEST Mergers & Acquisitons September 2006 - Present
Business Owner September 2004 - Present
Pamela F. Fraser, CPA May 2003 - Present
Hein & Associates 2000 - 2003
Dixon Hughes Goodman LLP 1993 - 2000
Deloitte & Touche 1981 - 1984
Skills
Accounting, Strategic Planning, Financial Analysis, Tax, Finance, Financial Reporting, Auditing, CPA, Strategic Financial..., Mergers & Acquisitions, Microsoft Excel, Due Diligence, Restructuring, Managerial Finance, Small Business, Financial Services, Nonprofits, Corporate Finance, Private Equity, Business Planning, Management Consulting, Start-ups, Financial Planning
Education
Georgia State University 1979 — 1981
MBA, Accounting and Tax
Oglethorpe University 1976 — 1979
BBA, Accounting
1stWEST Mergers & Acquisitons September 2006 - Present
Business Owner September 2004 - Present
Pamela F. Fraser, CPA May 2003 - Present
Hein & Associates 2000 - 2003
Dixon Hughes Goodman LLP 1993 - 2000
Deloitte & Touche 1981 - 1984
Skills
Accounting, Strategic Planning, Financial Analysis, Tax, Finance, Financial Reporting, Auditing, CPA, Strategic Financial..., Mergers & Acquisitions, Microsoft Excel, Due Diligence, Restructuring, Managerial Finance, Small Business, Financial Services, Nonprofits, Corporate Finance, Private Equity, Business Planning, Management Consulting, Start-ups, Financial Planning
Education
Georgia State University 1979 — 1981
MBA, Accounting and Tax
Oglethorpe University 1976 — 1979
BBA, Accounting
Jonathan Howard, CPA's Hein & Associates Experience August 2012 - Present
Job Tax Senior at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2012 - Present
Hein & Associates, LLP January 2010 - July 2012
Skills
Oil/Gas, Corporate Tax, Tax Accounting, Partnership Taxation, Personal Income Tax...
Education
McNeese State University 2004 — 2008
B.S. in Accounting
Hein & Associates August 2012 - Present
Hein & Associates, LLP January 2010 - July 2012
Skills
Oil/Gas, Corporate Tax, Tax Accounting, Partnership Taxation, Personal Income Tax...
Education
McNeese State University 2004 — 2008
B.S. in Accounting
Rebecca Velthoen's Hein & Associates Experience 1998 - 1999
Job Senior Tax Accountant MWH Global, Inc.
Industry Civil Engineering
Experience
MWH Global July 2014 - Present
Level 3 Communications January 2003 - July 2014
Hein & Associates 1998 - 1999
GHP Horwath, P.C. 1995 - 1998
Johnson Cahill & O'Kelly 1990 - 1996
Skills
Federal & State Income..., Tax Provision, Account Reconciliation, Account Analysis, Microsoft Excel, Microsoft Word, Vertex Compliance..., OneSource Tax Provision, OneSource Domestic..., US GAAP, Attention to Detail, Patience, Managing Workflow, Financial Analysis, Financial Reporting, General Ledger
Education
Metropolitan State College of Denver 1992 — 1995
Accounting
Colorado State University 1974 — 1978
BS, Business Administration/Finance
MWH Global July 2014 - Present
Level 3 Communications January 2003 - July 2014
Hein & Associates 1998 - 1999
GHP Horwath, P.C. 1995 - 1998
Johnson Cahill & O'Kelly 1990 - 1996
Skills
Federal & State Income..., Tax Provision, Account Reconciliation, Account Analysis, Microsoft Excel, Microsoft Word, Vertex Compliance..., OneSource Tax Provision, OneSource Domestic..., US GAAP, Attention to Detail, Patience, Managing Workflow, Financial Analysis, Financial Reporting, General Ledger
Education
Metropolitan State College of Denver 1992 — 1995
Accounting
Colorado State University 1974 — 1978
BS, Business Administration/Finance
Larry Strader's Hein & Associates Experience August 1998 - January 2000
Job Manager, External Pursuits at Jacobs Technology
Industry Defense & Space
Experience
Jacobs Technology June 2012 - Present
L-3 Communications November 2009 - June 2012
Easi October 2007 - November 2009
L-3 Communications January 2007 - October 2007
L-3 Communications August 2005 - January 2007
L-3 Communications November 2003 - August 2005
L-3 Communications February 2001 - November 2003
Tenagra June 2000 - February 2001
Set Solutions, Inc. January 2000 - June 2000
Hein & Associates August 1998 - January 2000
Skills
Aerospace, Business Development, Project Planning, Analysis, Program Management, Strategy, Defense, New Business Development, Databases, Proposal Writing, Integration, DoD, Sales, Management, Marketing, Earned Value Management, Security Clearance, Software Engineering, Enterprise Software, Systems Engineering, Process Improvement, Government Contracting, Telecommunications, E-commerce, Requirements Analysis, Training, Information Technology, Strategic Planning, Project Management, Configuration Management, Engineering Management, Requirements Management, Technical Writing, Networking, Testing
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Purdue University 1986 — 1991
BSAAE, Aerospace Engineering
Rice University - Jesse H. Jones Graduate School of Business
Jacobs Technology June 2012 - Present
L-3 Communications November 2009 - June 2012
Easi October 2007 - November 2009
L-3 Communications January 2007 - October 2007
L-3 Communications August 2005 - January 2007
L-3 Communications November 2003 - August 2005
L-3 Communications February 2001 - November 2003
Tenagra June 2000 - February 2001
Set Solutions, Inc. January 2000 - June 2000
Hein & Associates August 1998 - January 2000
Skills
Aerospace, Business Development, Project Planning, Analysis, Program Management, Strategy, Defense, New Business Development, Databases, Proposal Writing, Integration, DoD, Sales, Management, Marketing, Earned Value Management, Security Clearance, Software Engineering, Enterprise Software, Systems Engineering, Process Improvement, Government Contracting, Telecommunications, E-commerce, Requirements Analysis, Training, Information Technology, Strategic Planning, Project Management, Configuration Management, Engineering Management, Requirements Management, Technical Writing, Networking, Testing
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Purdue University 1986 — 1991
BSAAE, Aerospace Engineering
Rice University - Jesse H. Jones Graduate School of Business
Barry J. Levine Barry J. Levine's Hein & Associates Experience October 2011 - February 2012
Job Director, Chief Operating Officer and Chief Financial Officer at Scott's Liquid Gold, Inc.
Industry Consumer Goods
Experience
Scott's Liquid Gold, Inc. February 2012 - Present
Hein & Associates October 2011 - February 2012
LGK Advisors, LLC December 2008 - September 2011
Cohen Brothers Homes, LLC September 2005 - December 2008
BL Consulting January 2003 - August 2005
ChannelPoint, Inc June 2001 - December 2002
ChannelPoint, Inc. January 2000 - June 2001
Belae Brands, Inc. June 1998 - January 2000
Talley Industries, Inc. January 1993 - June 1998
Hill & Weiss June 1990 - January 1993
Skills
Mergers, Private Equity, Strategy, Due Diligence, Restructuring, Mergers & Acquisitions, Strategic Partnerships, Venture Capital, Strategic Planning, Corporate Finance, Finance, Executive Management, Accounting
Education
The George Washington University Law School 1980 — 1983
J.D. with Honors
Lehigh University - College of Business and Economics 1976 — 1980
B.S., Magna Cum Laude, Accounting and Finance with a minor in Probability and Statistics
Scott's Liquid Gold, Inc. February 2012 - Present
Hein & Associates October 2011 - February 2012
LGK Advisors, LLC December 2008 - September 2011
Cohen Brothers Homes, LLC September 2005 - December 2008
BL Consulting January 2003 - August 2005
ChannelPoint, Inc June 2001 - December 2002
ChannelPoint, Inc. January 2000 - June 2001
Belae Brands, Inc. June 1998 - January 2000
Talley Industries, Inc. January 1993 - June 1998
Hill & Weiss June 1990 - January 1993
Skills
Mergers, Private Equity, Strategy, Due Diligence, Restructuring, Mergers & Acquisitions, Strategic Partnerships, Venture Capital, Strategic Planning, Corporate Finance, Finance, Executive Management, Accounting
Education
The George Washington University Law School 1980 — 1983
J.D. with Honors
Lehigh University - College of Business and Economics 1976 — 1980
B.S., Magna Cum Laude, Accounting and Finance with a minor in Probability and Statistics
Jason Barlow Jason Barlow's Hein & Associates Experience August 2015 - Present
Job Audit Senior at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2015 - Present
Hein & Associates January 2013 - August 2015
Hein & Associates January 2012 - December 2012
Vons November 2004 - January 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Tax Preparation, Financial Reporting, Financial Accounting, Financial Analysis, US GAAP, Tax Accounting, Microsoft Word, Tax, Auditing, Internal Controls, GAAP, Sarbanes-Oxley Act
Education
Golden West College 2006 — 2008
Associate of Arts, Business Administration; Accounting
Hein & Associates August 2015 - Present
Hein & Associates January 2013 - August 2015
Hein & Associates January 2012 - December 2012
Vons November 2004 - January 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Tax Preparation, Financial Reporting, Financial Accounting, Financial Analysis, US GAAP, Tax Accounting, Microsoft Word, Tax, Auditing, Internal Controls, GAAP, Sarbanes-Oxley Act
Education
Golden West College 2006 — 2008
Associate of Arts, Business Administration; Accounting
Nicolas Hutnyak Nicolas Hutnyak's Hein & Associates Experience February 2010 - June 2010
Job Commodity Derivative Sales
Industry Investment Banking
Experience
Wells Fargo October 2014 - Present
First Southwest Company January 2012 - October 2014
First Southwest Company July 2011 - August 2011
Enogex LLC/OGE Energy Corp May 2011 - July 2011
Hein & Associates February 2010 - June 2010
Deloitte September 2008 - September 2009
GSI Technologies June 2008 - August 2008
Skills
Derivatives, Trading, Fixed Income, Options, Energy, Economics, Hedging, Pricing, Portfolio Management, Financial Analysis, Due Diligence, Finance, Analysis
Education
Oklahoma State University 2010 — 2011
Master
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master
Texas Tech University 2004 — 2006
Bachelor
United States Merchant Marine Academy 2002 — 2003
Wells Fargo October 2014 - Present
First Southwest Company January 2012 - October 2014
First Southwest Company July 2011 - August 2011
Enogex LLC/OGE Energy Corp May 2011 - July 2011
Hein & Associates February 2010 - June 2010
Deloitte September 2008 - September 2009
GSI Technologies June 2008 - August 2008
Skills
Derivatives, Trading, Fixed Income, Options, Energy, Economics, Hedging, Pricing, Portfolio Management, Financial Analysis, Due Diligence, Finance, Analysis
Education
Oklahoma State University 2010 — 2011
Master
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master
Texas Tech University 2004 — 2006
Bachelor
United States Merchant Marine Academy 2002 — 2003
Al Richards Al Richards's Hein & Associates Experience September 1986 - June 2007
Job Tax Consultant at Kleinman, Guerra & Co. P.C.
Industry Accounting
Experience
KLEINMAN, GUERRA & CO June 2007 - Present
Becker CPA Review January 1996 - Present
Metropolitan State College of Denver September 1985 - Present
Hein & Associates September 1986 - June 2007
Deloitte & Touche (Touche Ross) January 1979 - September 1986
Skills
Tax, Accounting, Financial Reporting, Financial Analysis, Income Tax, Tax Preparation, Financial Accounting, Auditing, GAAP, Tax Accounting, CPA, QuickBooks, Internal Controls, Tax Research, Small Business, Corporate Tax, Microsoft Excel, General Ledger, Strategic Planning, Public Speaking, Due Diligence, Management Consulting, Accounts Payable, Consulting, Account Reconciliation, Payroll, Customer Service, Mergers & Acquisitions, Deal Structuring
Education
University of Denver 1981 — 1982
Master's Degree, Tax Law/Taxation
Metropolitan State University of Denver 1975 — 1979
Bachelor's Degree, Accounting, Magna Cum Laude
KLEINMAN, GUERRA & CO June 2007 - Present
Becker CPA Review January 1996 - Present
Metropolitan State College of Denver September 1985 - Present
Hein & Associates September 1986 - June 2007
Deloitte & Touche (Touche Ross) January 1979 - September 1986
Skills
Tax, Accounting, Financial Reporting, Financial Analysis, Income Tax, Tax Preparation, Financial Accounting, Auditing, GAAP, Tax Accounting, CPA, QuickBooks, Internal Controls, Tax Research, Small Business, Corporate Tax, Microsoft Excel, General Ledger, Strategic Planning, Public Speaking, Due Diligence, Management Consulting, Accounts Payable, Consulting, Account Reconciliation, Payroll, Customer Service, Mergers & Acquisitions, Deal Structuring
Education
University of Denver 1981 — 1982
Master's Degree, Tax Law/Taxation
Metropolitan State University of Denver 1975 — 1979
Bachelor's Degree, Accounting, Magna Cum Laude
Courtney Cudlip's Hein & Associates Experience November 2006 - April 2010
Job Managing Consultant at IBM
Industry Utilities
Experience
IBM January 2014 - Present
IBM July 2012 - December 2013
Georgetown University's McDonough School of Business August 2010 - May 2012
Georgetown Energy and Cleantech Club January 2011 - December 2011
Exelon (formerly Constellation Energy) May 2011 - August 2011
Hein & Associates November 2006 - April 2010
Rocky Mountain Area Conference January 2008 - March 2010
Grant Thornton August 2006 - September 2006
Skills
Financial Modeling, Business Strategy, Project Management, Data Analysis, Financial Analysis, Process Improvement, Strategic Planning, Management, Energy, Risk Management, Finance, Financial Reporting, Due Diligence, Management Consulting, Natural Gas, Corporate Finance, Enterprise Mobility, Internet of Things
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Strategy
University of California, Los Angeles 2003 — 2006
B.A., Business Economics, Geography
Cherry Creek High School 1999 — 2003
IBM January 2014 - Present
IBM July 2012 - December 2013
Georgetown University's McDonough School of Business August 2010 - May 2012
Georgetown Energy and Cleantech Club January 2011 - December 2011
Exelon (formerly Constellation Energy) May 2011 - August 2011
Hein & Associates November 2006 - April 2010
Rocky Mountain Area Conference January 2008 - March 2010
Grant Thornton August 2006 - September 2006
Skills
Financial Modeling, Business Strategy, Project Management, Data Analysis, Financial Analysis, Process Improvement, Strategic Planning, Management, Energy, Risk Management, Finance, Financial Reporting, Due Diligence, Management Consulting, Natural Gas, Corporate Finance, Enterprise Mobility, Internet of Things
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Strategy
University of California, Los Angeles 2003 — 2006
B.A., Business Economics, Geography
Cherry Creek High School 1999 — 2003
Danielle Bianchini Danielle Bianchini's Hein & Associates Experience May 2007 - June 2014
Job Manager at Vertical Advisors LLP
Industry Accounting
Experience
VERTICAL ADVISORS LLP October 2014 - Present
Hein & Associates May 2007 - June 2014
Rosen Seymour Shapss Martin January 2001 - March 2007
Paul Scherer & Company LLP June 1998 - December 2000
Assigned to TransAmerica Leasing Financial Services June 1997 - August 1997
Skills
Financial Reporting, Auditing, Internal Controls, Financial Accounting, Accounting, GAAP, Financial Analysis, Sarbanes-Oxley Act, Accounts Payable, Financial Statements, SEC filings, CPA, US GAAP, Corporate Tax, Consolidation
Education
Marist College 1994 — 1998
B.S, Accounting
VERTICAL ADVISORS LLP October 2014 - Present
Hein & Associates May 2007 - June 2014
Rosen Seymour Shapss Martin January 2001 - March 2007
Paul Scherer & Company LLP June 1998 - December 2000
Assigned to TransAmerica Leasing Financial Services June 1997 - August 1997
Skills
Financial Reporting, Auditing, Internal Controls, Financial Accounting, Accounting, GAAP, Financial Analysis, Sarbanes-Oxley Act, Accounts Payable, Financial Statements, SEC filings, CPA, US GAAP, Corporate Tax, Consolidation
Education
Marist College 1994 — 1998
B.S, Accounting
Kenny Wilks's Hein & Associates Experience January 2011 - Present
Job Partner at Hein & Associates
Industry Oil & Energy
Experience
Hein & Associates January 2011 - Present
Hein & Associates LLP December 2004 - January 2011
Deloitte September 2001 - December 2004
Skills
Petroleum, Derivatives, SEC, SEC filings, Accounting, External Audit, Corporate Finance, Valuation, Financial Advisory, Financial Analysis, Private Equity, Due Diligence, Assurance, Capital Markets, Auditing, GAAP, Budgets, Finance, US GAAP, Sarbanes-Oxley, Financial Accounting, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Energy, CPA, Financial Audits, Mergers & Acquisitions, Financial Modeling, General Ledger, Mergers
Education
Kansas State University 1996 — 2001
Hein & Associates January 2011 - Present
Hein & Associates LLP December 2004 - January 2011
Deloitte September 2001 - December 2004
Skills
Petroleum, Derivatives, SEC, SEC filings, Accounting, External Audit, Corporate Finance, Valuation, Financial Advisory, Financial Analysis, Private Equity, Due Diligence, Assurance, Capital Markets, Auditing, GAAP, Budgets, Finance, US GAAP, Sarbanes-Oxley, Financial Accounting, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Energy, CPA, Financial Audits, Mergers & Acquisitions, Financial Modeling, General Ledger, Mergers
Education
Kansas State University 1996 — 2001
Katherine Sirimarco's Hein & Associates Experience February 2014 - January 2015
Job SEO Analyst, Marketing Consultant, Manager
Industry Marketing and Advertising
Experience
Digabit, Inc. May 2015 - Present
Access Marketing Company February 2015 - Present
Consultant September 2012 - Present
Hein & Associates February 2014 - January 2015
Winn-Marion Companies December 2009 - September 2012
Skills
SEM, Joomla, Social Media Marketing, SEO, Web Development, Google Analytics, HTML, Web Marketing, PHP, Content Managed Websites, Graphic Design, Troubleshooting, Technical Writing, Photoshop, Adobe Creative Suite, Vector Illustration, Search Engine Ranking, Keywording, CRM Integration, E-commerce Optimization, Online Video Marketing, Google Adwords, CMS, Website Development, Email Marketing, Blogging, Online Advertising, Newsletters, CRM, Analytics, Social Media, Market Research, Competitive Analysis, Marketing, WordPress, Web Analytics, Digital Marketing, PPC, Lead Generation, E-commerce, Advertising, Strategy, Copywriting, User Experience, Web Content, Content Development, Marketing Strategy, B2B
Education
University of Colorado Denver 2007 — 2008
Bachelor of Science (BS), Mathematics
Colorado School of Mines 2003 — 2005
Engineering Physics
Digabit, Inc. May 2015 - Present
Access Marketing Company February 2015 - Present
Consultant September 2012 - Present
Hein & Associates February 2014 - January 2015
Winn-Marion Companies December 2009 - September 2012
Skills
SEM, Joomla, Social Media Marketing, SEO, Web Development, Google Analytics, HTML, Web Marketing, PHP, Content Managed Websites, Graphic Design, Troubleshooting, Technical Writing, Photoshop, Adobe Creative Suite, Vector Illustration, Search Engine Ranking, Keywording, CRM Integration, E-commerce Optimization, Online Video Marketing, Google Adwords, CMS, Website Development, Email Marketing, Blogging, Online Advertising, Newsletters, CRM, Analytics, Social Media, Market Research, Competitive Analysis, Marketing, WordPress, Web Analytics, Digital Marketing, PPC, Lead Generation, E-commerce, Advertising, Strategy, Copywriting, User Experience, Web Content, Content Development, Marketing Strategy, B2B
Education
University of Colorado Denver 2007 — 2008
Bachelor of Science (BS), Mathematics
Colorado School of Mines 2003 — 2005
Engineering Physics
Erika Moreno Erika Moreno's Hein & Associates Experience February 2015 - Present
Job Senior Associate at Hein
Industry Financial Services
Experience
Hein & Associates February 2015 - Present
Deloitte September 2012 - May 2014
Deloitte México September 2007 - September 2012
Skills
Financial Modeling, Valuation, Corporate Finance, Finance, Financial Analysis, Financial Reporting, Restructuring, Business Valuation, Mergers & Acquisitions, Strategic Planning, Analysis, Project Management, Strategic Financial..., Business Strategy, Project Finance, Due Diligence, Equities, Management Consulting
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey - EGADE Business School 2011 — 2013
Master in Finance, Corporate Finance
Tecnológico de Monterrey 2003 — 2008
Bachelor of Science, Industrial and Systems Engineering
Babson College 2007 — 2007
Exchange Student, Entrepreneurship
Institute De Touraine. Tours, France 2002 — 2002
French
Surval Mont-Fleuri. Montreux, Switzerland 2002 — 2002
French
Instituto Tecnológico y de Estudios Superiores de Monterrey - Prepa Tec Santa Catarina 1999 — 2002
High School, International Baccalaureate Diploma Programme
Hein & Associates February 2015 - Present
Deloitte September 2012 - May 2014
Deloitte México September 2007 - September 2012
Skills
Financial Modeling, Valuation, Corporate Finance, Finance, Financial Analysis, Financial Reporting, Restructuring, Business Valuation, Mergers & Acquisitions, Strategic Planning, Analysis, Project Management, Strategic Financial..., Business Strategy, Project Finance, Due Diligence, Equities, Management Consulting
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey - EGADE Business School 2011 — 2013
Master in Finance, Corporate Finance
Tecnológico de Monterrey 2003 — 2008
Bachelor of Science, Industrial and Systems Engineering
Babson College 2007 — 2007
Exchange Student, Entrepreneurship
Institute De Touraine. Tours, France 2002 — 2002
French
Surval Mont-Fleuri. Montreux, Switzerland 2002 — 2002
French
Instituto Tecnológico y de Estudios Superiores de Monterrey - Prepa Tec Santa Catarina 1999 — 2002
High School, International Baccalaureate Diploma Programme
Aubry Wolff's Hein & Associates Experience June 2010 - April 2012
Job Recent Master of Water Management Graduate
Industry Environmental Services
Experience
Texas A&M AgriLife Research - Texas Water Resources Institute May 2015 - Present
Texas A&M AgriLife Extension - Texas Water Resources Institute May 2014 - May 2015
San Antonio Water System May 2014 - August 2014
Mohr Partners April 2012 - January 2013
Hein & Associates June 2010 - April 2012
Texas A&M University January 2009 - August 2009
Texas Engineering Experiment Station May 2007 - October 2008
Slay Engineering Co., Inc. May 2006 - August 2006
NAPPCO Fastener Company May 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Outlook, Data Analysis, Strategic Planning, Teamwork
Education
Texas A&M University 2013 — 2015
M.W.M., Water Management and Hydrological Sciences
Texas A&M University 2006 — 2010
B.S., Agricultural Systems Management, Business Administration
Blinn College 2004 — 2006
A.S., Mathematics
Texas A&M AgriLife Research - Texas Water Resources Institute May 2015 - Present
Texas A&M AgriLife Extension - Texas Water Resources Institute May 2014 - May 2015
San Antonio Water System May 2014 - August 2014
Mohr Partners April 2012 - January 2013
Hein & Associates June 2010 - April 2012
Texas A&M University January 2009 - August 2009
Texas Engineering Experiment Station May 2007 - October 2008
Slay Engineering Co., Inc. May 2006 - August 2006
NAPPCO Fastener Company May 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Outlook, Data Analysis, Strategic Planning, Teamwork
Education
Texas A&M University 2013 — 2015
M.W.M., Water Management and Hydrological Sciences
Texas A&M University 2006 — 2010
B.S., Agricultural Systems Management, Business Administration
Blinn College 2004 — 2006
A.S., Mathematics
Nicole Munsey's Hein & Associates Experience August 2014 - Present
Job Business Advisory Services Associate at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2014 - Present
CGI June 2012 - August 2014
Radford University January 2011 - May 2012
Fedstar Federal Credit Union June 2006 - January 2012
Washington Post June 2011 - August 2011
Radford University August 2009 - November 2010
Skills
Peachtree, Oracle, Microsoft Office 2007, Excel, Microsoft Excel, Spreadsheets, Remedy Ticketing System, Outlook, QuickBooks, Account Reconciliation, SDLC, Analysis, Financial Reporting, PeopleSoft, Requirements Gathering, Microsoft Office
Education
Radford University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Hidden Valley High
Hidden Valley High
Hein & Associates August 2014 - Present
CGI June 2012 - August 2014
Radford University January 2011 - May 2012
Fedstar Federal Credit Union June 2006 - January 2012
Washington Post June 2011 - August 2011
Radford University August 2009 - November 2010
Skills
Peachtree, Oracle, Microsoft Office 2007, Excel, Microsoft Excel, Spreadsheets, Remedy Ticketing System, Outlook, QuickBooks, Account Reconciliation, SDLC, Analysis, Financial Reporting, PeopleSoft, Requirements Gathering, Microsoft Office
Education
Radford University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Hidden Valley High
Hidden Valley High
Stephen Pierleoni, MBA Stephen Pierleoni, MBA's Hein & Associates Experience September 2012 - December 2013
Job Senior Advisory Consultant at KPMG US
Industry Accounting
Experience
KPMG US December 2014 - Present
M&T Bank December 2013 - November 2014
Hein & Associates September 2012 - December 2013
Mengel, Metzger, Barr & Co. LLP December 2010 - September 2012
AXA Advisors May 2010 - September 2010
Skills
Accounting, Financial Reporting, Inventory Management, Tax, Auditing, General Ledger, Data Analysis, Customer Service, Finance, Microsoft Office, Assurance, PowerPoint, Time Management, Cost Accounting, ProSystem fx Tax, US GAAP, Financial Accounting, QuickBooks, Internal Controls, Financial Statements, Corporate Tax, Tax Research, Partnership Taxation, Internal Audit, Microsoft Excel, Microsoft Word, Sarbanes-Oxley Act, CCH ProSystem fx, Business Valuation, SAP, Process Improvement, Bank Reconciliation, Financial Audits, GAAP, Financial Analysis, CPA, Accounts Payable
Education
Niagara University 2010 — 2011
MBA, Accounting
Niagara University 2006 — 2009
B.A., Accounting
KPMG US December 2014 - Present
M&T Bank December 2013 - November 2014
Hein & Associates September 2012 - December 2013
Mengel, Metzger, Barr & Co. LLP December 2010 - September 2012
AXA Advisors May 2010 - September 2010
Skills
Accounting, Financial Reporting, Inventory Management, Tax, Auditing, General Ledger, Data Analysis, Customer Service, Finance, Microsoft Office, Assurance, PowerPoint, Time Management, Cost Accounting, ProSystem fx Tax, US GAAP, Financial Accounting, QuickBooks, Internal Controls, Financial Statements, Corporate Tax, Tax Research, Partnership Taxation, Internal Audit, Microsoft Excel, Microsoft Word, Sarbanes-Oxley Act, CCH ProSystem fx, Business Valuation, SAP, Process Improvement, Bank Reconciliation, Financial Audits, GAAP, Financial Analysis, CPA, Accounts Payable
Education
Niagara University 2010 — 2011
MBA, Accounting
Niagara University 2006 — 2009
B.A., Accounting
Robert Laubach Robert Laubach's Hein & Associates Experience March 2006 - January 2008
Job Director of Finance & Operations at Advanced Workplace Strategies Inc.
Industry Financial Services
Experience
Advanced Workplace Strategies Inc. February 2008 - Present
Hein & Associates March 2006 - January 2008
Solstice Capital 2005 - 2006
Ditech.com 1999 - 2000
Loder Drew & Associates 1994 - 1999
Profit Recovery Group 1993 - 1999
Education
California State University-Fullerton 1998 — 2000
Masters, Taxation
Indiana University Bloomington 1993 — 1996
B.S., Business/Accounting
Gonzaga University 1991 — 1992
Tustin High School 1988 — 1991
Advanced Workplace Strategies Inc. February 2008 - Present
Hein & Associates March 2006 - January 2008
Solstice Capital 2005 - 2006
Ditech.com 1999 - 2000
Loder Drew & Associates 1994 - 1999
Profit Recovery Group 1993 - 1999
Education
California State University-Fullerton 1998 — 2000
Masters, Taxation
Indiana University Bloomington 1993 — 1996
B.S., Business/Accounting
Gonzaga University 1991 — 1992
Tustin High School 1988 — 1991
Bryan Becker Bryan Becker's Hein & Associates Experience December 2012 - October 2013
Job IT Senior Audit Leader Wholesale & International Audit Coverage
Industry Wholesale
Experience
Wells Fargo Audit & Security May 2015 - Present
Colorado Office of the State Auditor October 2013 - May 2015
Hein & Associates December 2012 - October 2013
Grant Thornton LLP August 2006 - November 2012
Grant Thornton LLP July 2005 - August 2006
King Soopers August 1996 - August 2002
Skills
Sarbanes-Oxley, IT Audit, SAS70, SSAE16, Business Process..., HIPAA, Meaningful Use, HITECH, Federal Information..., Business Analysis, Risk Assessment, Pharmacy Audit, Communication, Technology, Electronic Payments, Certified Information..., Auditing, Internal Audit, Process Improvement, Accounting, CISA, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Management, GAAP
Education
Metropolitan State University of Denver 2003 — 2006
Bachelor of Science, Accounting
Canon City High School 1987 — 1990
High School Diploma, Business
Wells Fargo Audit & Security May 2015 - Present
Colorado Office of the State Auditor October 2013 - May 2015
Hein & Associates December 2012 - October 2013
Grant Thornton LLP August 2006 - November 2012
Grant Thornton LLP July 2005 - August 2006
King Soopers August 1996 - August 2002
Skills
Sarbanes-Oxley, IT Audit, SAS70, SSAE16, Business Process..., HIPAA, Meaningful Use, HITECH, Federal Information..., Business Analysis, Risk Assessment, Pharmacy Audit, Communication, Technology, Electronic Payments, Certified Information..., Auditing, Internal Audit, Process Improvement, Accounting, CISA, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Management, GAAP
Education
Metropolitan State University of Denver 2003 — 2006
Bachelor of Science, Accounting
Canon City High School 1987 — 1990
High School Diploma, Business
Don Top Don Top's Hein & Associates Experience 2000 - 2003
Job Computer Sales & Service at Brookwood Best Computers
Industry Computer Hardware
Experience
Brookwood Best Computers January 2008 - Present
Creative Touch Interiors February 2004 - January 2008
Creative Touch Interiors/The Home Depot 2004 - 2008
Metropolitan Homes 2003 - 2004
Hein & Associates 2000 - 2003
Skills
Microsoft Office, Contract Negotiation, Project Management, Process Improvement, Operations Management, Customer Service, Account Management, Team Building, Networking, Purchasing, Change Management, Sales Management, Customer Satisfaction, New Business Development, Management
Education
George Fox University 1993 — 1995
BA, Management
Brookwood Best Computers January 2008 - Present
Creative Touch Interiors February 2004 - January 2008
Creative Touch Interiors/The Home Depot 2004 - 2008
Metropolitan Homes 2003 - 2004
Hein & Associates 2000 - 2003
Skills
Microsoft Office, Contract Negotiation, Project Management, Process Improvement, Operations Management, Customer Service, Account Management, Team Building, Networking, Purchasing, Change Management, Sales Management, Customer Satisfaction, New Business Development, Management
Education
George Fox University 1993 — 1995
BA, Management
Carina Kocsis's Hein & Associates Experience June 2005 - April 2008
Job CoOwner/Photographer at C&F Photography
Industry Design
Experience
C&F Photography May 2012 - Present
3 Decorating Divas January 2010 - May 2012
Hein & Associates June 2005 - April 2008
Comiskey & Company, PC May 2004 - June 2005
Gonzales Consulting Services, Inc. 2001 - 2003
Skills
Accounting, GAAP, Financial Reporting, FASB, Photoshop, Portrait Photography, Digital Photography, General Ledger, Event Planning, SEC filings, Auditing, Image Editing
Education
Metropolitan State University of Denver 1998 — 2000
Business, Accounting
California State Polytechnic University-Pomona 1996 — 1998
Accounting
Mt. San Antonio College 1994 — 1996
Associates, Accounting
C&F Photography May 2012 - Present
3 Decorating Divas January 2010 - May 2012
Hein & Associates June 2005 - April 2008
Comiskey & Company, PC May 2004 - June 2005
Gonzales Consulting Services, Inc. 2001 - 2003
Skills
Accounting, GAAP, Financial Reporting, FASB, Photoshop, Portrait Photography, Digital Photography, General Ledger, Event Planning, SEC filings, Auditing, Image Editing
Education
Metropolitan State University of Denver 1998 — 2000
Business, Accounting
California State Polytechnic University-Pomona 1996 — 1998
Accounting
Mt. San Antonio College 1994 — 1996
Associates, Accounting
Alejandro Alvarez Alejandro Alvarez's Hein & Associates Experience October 2014 - Present
Job Managing Consultant Cloud Solutions at Hein & Associates
Industry Computer Software
Experience
Hein & Associates October 2014 - Present
Epiphany December 2012 - July 2014
Equipa Panama, S.A. / Tecun Panama, S.A. July 2008 - December 2011
Solusoft August 2006 - June 2008
J Cain January 2002 - August 2006
Dell August 2000 - December 2001
Skills
Supply Chain Management, Inventory Management, Strategic Planning, Logistics, Sales Management, Project Execution, Warehousing Operations, International Logistics, WMS, Warehouse Management, Microsoft Office, Oracle E-Business Suite, 3PL, Facilities Management, Full P&L Responsibility, NetSuite, General Management, Management, Project Management, Business Strategy, New Business Development, Team Leadership, Warehousing, Business Process..., Project Planning, Budgets, Negotiation, Change Management, Operations Management, Process Improvement, Contract Negotiation, Strategy, Business Development, Leadership, Management Consulting, Team Building, Start-ups, Account Management, Supply Chain, Sales Operations, Sales, Analysis, Manufacturing, Forecasting, Business Process, Business Planning, Customer Satisfaction, Income Statement, Cross-functional Team..., Customer Service
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
MBA, Business Administration, 3.95
Georgia Institute of Technology 1992 — 1996
Bachelor's degree, Industrial and Systems Engineering, 3.96
Colegio La Salle 1982 — 1991
Bachiller, Ciencias y Letras, 4.7
Hein & Associates October 2014 - Present
Epiphany December 2012 - July 2014
Equipa Panama, S.A. / Tecun Panama, S.A. July 2008 - December 2011
Solusoft August 2006 - June 2008
J Cain January 2002 - August 2006
Dell August 2000 - December 2001
Skills
Supply Chain Management, Inventory Management, Strategic Planning, Logistics, Sales Management, Project Execution, Warehousing Operations, International Logistics, WMS, Warehouse Management, Microsoft Office, Oracle E-Business Suite, 3PL, Facilities Management, Full P&L Responsibility, NetSuite, General Management, Management, Project Management, Business Strategy, New Business Development, Team Leadership, Warehousing, Business Process..., Project Planning, Budgets, Negotiation, Change Management, Operations Management, Process Improvement, Contract Negotiation, Strategy, Business Development, Leadership, Management Consulting, Team Building, Start-ups, Account Management, Supply Chain, Sales Operations, Sales, Analysis, Manufacturing, Forecasting, Business Process, Business Planning, Customer Satisfaction, Income Statement, Cross-functional Team..., Customer Service
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
MBA, Business Administration, 3.95
Georgia Institute of Technology 1992 — 1996
Bachelor's degree, Industrial and Systems Engineering, 3.96
Colegio La Salle 1982 — 1991
Bachiller, Ciencias y Letras, 4.7
Timothy Snider Timothy Snider's Hein & Associates Experience December 2011 - Present
Job Tax Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates December 2011 - Present
Hanson&Co. CPAs July 2008 - December 2011
Clifton Gunderson LLP November 2006 - June 2008
Levine, Hughes, & Mithuen August 2005 - November 2006
Hunter Hagan & Company, Ltd. October 1998 - August 2005
Skills
Finance, Tax, Tax Research, Tax Returns, Financial Planners, Accounting, Auditing, Financial Accounting, Financial Advisory, CPA, Tax Advisory, Corporate Tax, Retirement Planning, Income Tax, GAAP
Education
Arizona State University - W. P. Carey School of Business 1990 — 1996
BS, Accounting
Hein & Associates December 2011 - Present
Hanson&Co. CPAs July 2008 - December 2011
Clifton Gunderson LLP November 2006 - June 2008
Levine, Hughes, & Mithuen August 2005 - November 2006
Hunter Hagan & Company, Ltd. October 1998 - August 2005
Skills
Finance, Tax, Tax Research, Tax Returns, Financial Planners, Accounting, Auditing, Financial Accounting, Financial Advisory, CPA, Tax Advisory, Corporate Tax, Retirement Planning, Income Tax, GAAP
Education
Arizona State University - W. P. Carey School of Business 1990 — 1996
BS, Accounting
Adina Phillips's Hein & Associates Experience February 2015 - Present
Job Tax Associate
Industry Accounting
Experience
Hein & Associates February 2015 - Present
Grant Thornton LLP February 2013 - January 2015
Elevating Systems & Service June 2010 - February 2013
Custom Image Painters July 2007 - June 2010
Skills
Quickbooks, Microsoft Office, Customer Service, Payroll, Accounts Payable, Accounting, Bookkeeping, Microsoft Excel, Sales Tax, Administrative..., Account Reconciliation, Accounts Receivable, QuickBooks, Budgets, Tax, Auditing
Education
The University of Texas at Dallas 2011 — 2014
Master of Science, Accounting
The University of Texas at Dallas 2011 — 2013
Bachelors, Accounting
Brookhaven Community College 2010 — 2011
Associates, Liberal Sciences
Tarrant County College 2009 — 2010
Accounting
Hein & Associates February 2015 - Present
Grant Thornton LLP February 2013 - January 2015
Elevating Systems & Service June 2010 - February 2013
Custom Image Painters July 2007 - June 2010
Skills
Quickbooks, Microsoft Office, Customer Service, Payroll, Accounts Payable, Accounting, Bookkeeping, Microsoft Excel, Sales Tax, Administrative..., Account Reconciliation, Accounts Receivable, QuickBooks, Budgets, Tax, Auditing
Education
The University of Texas at Dallas 2011 — 2014
Master of Science, Accounting
The University of Texas at Dallas 2011 — 2013
Bachelors, Accounting
Brookhaven Community College 2010 — 2011
Associates, Liberal Sciences
Tarrant County College 2009 — 2010
Accounting
Jan McCulloh, CPA, CFE Jan McCulloh, CPA, CFE's Hein & Associates Experience November 2007 - November 2008
Job Assistant Controller at Four Seasons Sales USA
Industry Accounting
Experience
Four Seasons Sales USA September 2014 - Present
Western Union February 2012 - March 2014
Michael W West & Associates June 2011 - December 2013
Denver Area Youth Services April 2011 - July 2011
Gold Resource Corporation July 2009 - April 2010
Hein & Associates November 2007 - November 2008
Masini and Company, P.C. December 2005 - November 2007
Oasis Plumbing Company, Inc. January 2003 - August 2005
Ryan, Gunsauls & O'Donnell November 2003 - May 2004
Skills
Auditing, Budget, Forecasting, ERP, Training, SAP, Project Management, Internal Audit, Payroll, Accounting, Process Improvement, Budgets, Fraud, Cash Flow, Sarbanes-Oxley Act, Financial Accounting, Due Diligence, Financial Analysis, Internal Controls, Analysis, Leadership, Tax, Business Process..., US GAAP, Operations Management, Recruiting, Start-ups, Access, Financial Reporting, Management, Mergers & Acquisitions, General Ledger, Risk Management, Security, Finance, Nonprofits
Education
Metropolitan State University of Denver 1999 — 2002
BS
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1985
N/A
Northwestern University 1977 — 1982
BA
Four Seasons Sales USA September 2014 - Present
Western Union February 2012 - March 2014
Michael W West & Associates June 2011 - December 2013
Denver Area Youth Services April 2011 - July 2011
Gold Resource Corporation July 2009 - April 2010
Hein & Associates November 2007 - November 2008
Masini and Company, P.C. December 2005 - November 2007
Oasis Plumbing Company, Inc. January 2003 - August 2005
Ryan, Gunsauls & O'Donnell November 2003 - May 2004
Skills
Auditing, Budget, Forecasting, ERP, Training, SAP, Project Management, Internal Audit, Payroll, Accounting, Process Improvement, Budgets, Fraud, Cash Flow, Sarbanes-Oxley Act, Financial Accounting, Due Diligence, Financial Analysis, Internal Controls, Analysis, Leadership, Tax, Business Process..., US GAAP, Operations Management, Recruiting, Start-ups, Access, Financial Reporting, Management, Mergers & Acquisitions, General Ledger, Risk Management, Security, Finance, Nonprofits
Education
Metropolitan State University of Denver 1999 — 2002
BS
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1985
N/A
Northwestern University 1977 — 1982
BA
Natasha Gleichmann Natasha Gleichmann's Hein & Associates Experience September 2010 - Present
Job MBA, Administrative Assistant at Hein & Associates
Industry Accounting
Experience
Hein & Associates September 2010 - Present
Bovine Metropolis Theater 2009 - Present
University of Colorado Denver September 2009 - July 2010
Bravo! Ristorante August 2007 - November 2008
Claremont Summer Theatre Academy June 2007 - August 2007
Pomona College Theatre Department January 2005 - May 2007
Los Angeles Children's Chorus May 2006 - August 2006
Education
University of Colorado at Denver 2009 — 2010
Master's, Business Administration
University of Colorado at Denver Business School 2009 — 2010
B.A, Theatre
Claremont Colleges 2004 — 2007
Bachellor of Arts, Theatre
Pomona College 2004 — 2007
Bachelor of Arts, Theatre
Hein & Associates September 2010 - Present
Bovine Metropolis Theater 2009 - Present
University of Colorado Denver September 2009 - July 2010
Bravo! Ristorante August 2007 - November 2008
Claremont Summer Theatre Academy June 2007 - August 2007
Pomona College Theatre Department January 2005 - May 2007
Los Angeles Children's Chorus May 2006 - August 2006
Education
University of Colorado at Denver 2009 — 2010
Master's, Business Administration
University of Colorado at Denver Business School 2009 — 2010
B.A, Theatre
Claremont Colleges 2004 — 2007
Bachellor of Arts, Theatre
Pomona College 2004 — 2007
Bachelor of Arts, Theatre
Victoria (Villemez) Mueller, MSA's Hein & Associates Experience 2012 - 2012
Job Tax Staff at Weinstein Spira & Co.
Industry Accounting
Experience
Weinstein Spira & Company January 2014 - Present
CommunityBank of Texas October 2012 - December 2013
Hein & Associates 2012 - 2012
BBVA Compass 2008 - 2011
Skills
Accounting, Tax Preparation, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Analysis, Fixed Assets, Microsoft Excel, General Ledger, Budgets, Management, Financial Statements, Finance, Financial Reporting, QuickBooks, Auditing, Financial Accounting, GAAP, Customer Service, Microsoft Office, Banking, Microsoft Word, Access, PowerPoint, SAP, Payroll, Software Documentation, Time Management, Inventory Management, Internal Controls, Variance Analysis, Income Tax, Corporate Tax, Tax Returns
Education
Lamar University 2012 — 2013
Master of Science (M.S.), Accounting
Lamar University 2004 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Weinstein Spira & Company January 2014 - Present
CommunityBank of Texas October 2012 - December 2013
Hein & Associates 2012 - 2012
BBVA Compass 2008 - 2011
Skills
Accounting, Tax Preparation, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Analysis, Fixed Assets, Microsoft Excel, General Ledger, Budgets, Management, Financial Statements, Finance, Financial Reporting, QuickBooks, Auditing, Financial Accounting, GAAP, Customer Service, Microsoft Office, Banking, Microsoft Word, Access, PowerPoint, SAP, Payroll, Software Documentation, Time Management, Inventory Management, Internal Controls, Variance Analysis, Income Tax, Corporate Tax, Tax Returns
Education
Lamar University 2012 — 2013
Master of Science (M.S.), Accounting
Lamar University 2004 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Desirae (Roth) Pezzulo, CPA Desirae (Roth) Pezzulo, CPA's Hein & Associates Experience September 2013 - July 2014
Job Senior Property Accountant at Escalante Golf
Industry Accounting
Experience
CVentures Inc June 2015 - Present
Escalante Golf July 2014 - June 2015
Hein & Associates September 2013 - July 2014
Escalante Golf September 2011 - August 2013
Skills
Auditing, GAAP, Financial Accounting, US GAAP, General Ledger, Account Reconciliation, Accounting, Financial Reporting, Financial Statements, SEC filings, Journal Entries, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, Internal Controls, CPA, Financial Analysis
Education
Metropolitan State University of Denver 2011 — 2013
Bachelor of Applied Science, Accounting
Southeast Community College 2006 — 2007
Associate of Applied Science, Business Administration
CVentures Inc June 2015 - Present
Escalante Golf July 2014 - June 2015
Hein & Associates September 2013 - July 2014
Escalante Golf September 2011 - August 2013
Skills
Auditing, GAAP, Financial Accounting, US GAAP, General Ledger, Account Reconciliation, Accounting, Financial Reporting, Financial Statements, SEC filings, Journal Entries, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, Internal Controls, CPA, Financial Analysis
Education
Metropolitan State University of Denver 2011 — 2013
Bachelor of Applied Science, Accounting
Southeast Community College 2006 — 2007
Associate of Applied Science, Business Administration
Ryan Cerise, CPA Ryan Cerise, CPA's Hein & Associates Experience November 2011 - April 2012
Job Senior Accountant at The Broe Group
Industry Financial Services
Experience
The Broe Group August 2015 - Present
Bonanza Creek Energy, Inc. May 2014 - July 2015
Bonanza Creek Energy, Inc. September 2012 - April 2014
Hein & Associates November 2011 - April 2012
McGladrey November 2010 - June 2011
Junkermier Clark Campanella Stevens PC June 2009 - August 2009
Skills
Accounting, Auditing, Accounts Payable, Sarbanes-Oxley Act, SEC filings, GAAP, General Ledger, US GAAP, Financial Analysis, Account Reconciliation, Internal Controls, CPA, Financial Statements, Strategy, Payroll, Journal Entries, Revenue Recognition, Microsoft Excel, SAP ERP, Financial Reporting, Microsoft Office, Fixed Assets, Finance, Financial Accounting
Education
Montana State University-Bozeman 2005 — 2010
B.S., Accounting, Finance
Cheyenne Mountain HS 2001 — 2005
The Broe Group August 2015 - Present
Bonanza Creek Energy, Inc. May 2014 - July 2015
Bonanza Creek Energy, Inc. September 2012 - April 2014
Hein & Associates November 2011 - April 2012
McGladrey November 2010 - June 2011
Junkermier Clark Campanella Stevens PC June 2009 - August 2009
Skills
Accounting, Auditing, Accounts Payable, Sarbanes-Oxley Act, SEC filings, GAAP, General Ledger, US GAAP, Financial Analysis, Account Reconciliation, Internal Controls, CPA, Financial Statements, Strategy, Payroll, Journal Entries, Revenue Recognition, Microsoft Excel, SAP ERP, Financial Reporting, Microsoft Office, Fixed Assets, Finance, Financial Accounting
Education
Montana State University-Bozeman 2005 — 2010
B.S., Accounting, Finance
Cheyenne Mountain HS 2001 — 2005
Alyssa Neumann Alyssa Neumann's Hein & Associates Experience December 2012 - August 2015
Job Office Administrator at Application Experts, LLC
Industry Information Technology and Services
Experience
Application Experts, LLC August 2015 - Present
Hein & Associates December 2012 - August 2015
Education
Metropolitan State University of Denver 2003 — 2008
Communication and Media Studies
Application Experts, LLC August 2015 - Present
Hein & Associates December 2012 - August 2015
Education
Metropolitan State University of Denver 2003 — 2008
Communication and Media Studies
Lisa Grace's Hein & Associates Experience January 2011 - June 2011
Job Per Diem at Bolar Hirsch & Jennings LLP
Industry Accounting
Experience
Bolar Hirsch & Jennings LLP March 2013 - Present
CoreLogic December 2011 - February 2013
Golden State Foods June 2011 - August 2011
Hein & Associates January 2011 - June 2011
First American Title January 2001 - November 2003
NRT Incorporated April 1998 - September 1999
Apria Healthcare April 1998 - September 1999
Bolar Hirsch & Jennings, LLP May 1996 - April 1998
Coopers & Lybrand September 1993 - April 1996
Skills
Tax, Accounting, Tax Accounting, Income Tax, Corporate Tax, Tax Research
Education
Golden Gate University 1996 — 2001
Masters of Science, Taxation
California State University-Fullerton 1988 — 1993
Bachelor of Science, Business Administration; Accounting
Bolar Hirsch & Jennings LLP March 2013 - Present
CoreLogic December 2011 - February 2013
Golden State Foods June 2011 - August 2011
Hein & Associates January 2011 - June 2011
First American Title January 2001 - November 2003
NRT Incorporated April 1998 - September 1999
Apria Healthcare April 1998 - September 1999
Bolar Hirsch & Jennings, LLP May 1996 - April 1998
Coopers & Lybrand September 1993 - April 1996
Skills
Tax, Accounting, Tax Accounting, Income Tax, Corporate Tax, Tax Research
Education
Golden Gate University 1996 — 2001
Masters of Science, Taxation
California State University-Fullerton 1988 — 1993
Bachelor of Science, Business Administration; Accounting
Anuradha Masand's Hein & Associates Experience January 2015 - Present
Job LEAD, BUSINESS ASSURANCE SERVICES (BAS)
Industry Oil & Energy
Experience
Hein & Associates January 2015 - Present
Skills
Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, Microsoft Excel, SAP, Risk Assessment, Finance, Microsoft Office, Risk Management, Analysis, Project Planning, Microsoft Word, Leadership, Financial Analysis, Management, FCPA, Risk Analysis, Performance Auditing, Critical Thinking, Business Acumen, Eminent Domain, COSO Framework, Dependable Team Player, Grit, Financial Accounting, Data Analysis, Compliance, Teamm, Construction Audit, Construction Audits, Facilities Management..., Purchasing Cards Audits, Strategic Mind, Insight, Right of Way, Yellow Pages, Governmental Records..., COMMON SENSE :-), Instinct, ERP Software, HIGHWAY CONDITION..., Conflict Resolution, Operations Management, Public Speaking
Education
Louisiana State University and Agricultural and Mechanical College 2004 — 2007
B.SC., Management/Internal Audit
The Lawrence School, Sanawar, India
Hein & Associates January 2015 - Present
Skills
Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, Microsoft Excel, SAP, Risk Assessment, Finance, Microsoft Office, Risk Management, Analysis, Project Planning, Microsoft Word, Leadership, Financial Analysis, Management, FCPA, Risk Analysis, Performance Auditing, Critical Thinking, Business Acumen, Eminent Domain, COSO Framework, Dependable Team Player, Grit, Financial Accounting, Data Analysis, Compliance, Teamm, Construction Audit, Construction Audits, Facilities Management..., Purchasing Cards Audits, Strategic Mind, Insight, Right of Way, Yellow Pages, Governmental Records..., COMMON SENSE :-), Instinct, ERP Software, HIGHWAY CONDITION..., Conflict Resolution, Operations Management, Public Speaking
Education
Louisiana State University and Agricultural and Mechanical College 2004 — 2007
B.SC., Management/Internal Audit
The Lawrence School, Sanawar, India
Kyle Blue's Hein & Associates Experience September 2002 - April 2007
Job President / Owner at JLB Trucking Company Inc.
Industry Transportation/Trucking/Railroad
Experience
JLB Trucking Company Inc. April 2015 - Present
AGS Capital LLC October 2013 - March 2015
Cocona, Inc August 2012 - March 2013
EDCI Holdings, Inc. May 2007 - January 2013
Hein & Associates September 2002 - April 2007
Crowe Horwath LLP June 2000 - September 2002
Skills
US GAAP, Financial Analysis, Finance, Management, Financial Reporting, Auditing, Internal Controls, Strategic Planning, GAAP, Accounting, Due Diligence, Transportation, Recruiting, Staff Retention, Corporate Development
Education
Indiana University Bloomington 1997 — 2000
Business, Accounting and Finance
JLB Trucking Company Inc. April 2015 - Present
AGS Capital LLC October 2013 - March 2015
Cocona, Inc August 2012 - March 2013
EDCI Holdings, Inc. May 2007 - January 2013
Hein & Associates September 2002 - April 2007
Crowe Horwath LLP June 2000 - September 2002
Skills
US GAAP, Financial Analysis, Finance, Management, Financial Reporting, Auditing, Internal Controls, Strategic Planning, GAAP, Accounting, Due Diligence, Transportation, Recruiting, Staff Retention, Corporate Development
Education
Indiana University Bloomington 1997 — 2000
Business, Accounting and Finance
John DeVore, CPA John DeVore, CPA's Hein & Associates Experience January 2006 - December 2007
Job Tax Partner at EKS&H
Industry Accounting
Experience
EKS&H January 2008 - Present
Hein & Associates January 2006 - December 2007
The Seff Group August 2004 - January 2006
Deloitte February 2002 - August 2004
Arthur Andersen LLP January 1999 - February 2002
Skills
Tax Research, Partnership Taxation, Tax, Income Tax, CPA, SEC filings, Corporate Tax, Tax Accounting, FIN 48, Tax Returns, Tax Preparation, Mergers & Acquisitions, Due Diligence, US GAAP, Financial Reporting, SEC Filings
Education
Colorado State University 1994 — 1998
BSBA, MS, Accounting, Tax
Moon Valley 1984 — 1988
High School Diploma, Advanced Studies.
EKS&H January 2008 - Present
Hein & Associates January 2006 - December 2007
The Seff Group August 2004 - January 2006
Deloitte February 2002 - August 2004
Arthur Andersen LLP January 1999 - February 2002
Skills
Tax Research, Partnership Taxation, Tax, Income Tax, CPA, SEC filings, Corporate Tax, Tax Accounting, FIN 48, Tax Returns, Tax Preparation, Mergers & Acquisitions, Due Diligence, US GAAP, Financial Reporting, SEC Filings
Education
Colorado State University 1994 — 1998
BSBA, MS, Accounting, Tax
Moon Valley 1984 — 1988
High School Diploma, Advanced Studies.
Jeff Brimhall Jeff Brimhall's Hein & Associates Experience June 2007 - January 2010
Job Controller at Inflection Energy LLC
Industry Accounting
Experience
Inflection Energy LLC January 2015 - Present
Caspian Services Group August 2010 - Present
Resolute Energy Corporation March 2014 - January 2015
Resolute Energy March 2013 - March 2014
Resolute Energy Corporation March 2012 - February 2013
Resolute Energy Corporation March 2011 - February 2012
Resolute Energy Corporation January 2010 - February 2011
Hein & Associates June 2007 - January 2010
Grant Thornton August 2005 - June 2007
Skills
Auditing, Financial Reporting, SEC filings, SEC, Financial Analysis, Sarbanes-Oxley Act, CPA, Accounting
Education
Brigham Young University 2001 — 2005
Bachelor's, Accounting
Inflection Energy LLC January 2015 - Present
Caspian Services Group August 2010 - Present
Resolute Energy Corporation March 2014 - January 2015
Resolute Energy March 2013 - March 2014
Resolute Energy Corporation March 2012 - February 2013
Resolute Energy Corporation March 2011 - February 2012
Resolute Energy Corporation January 2010 - February 2011
Hein & Associates June 2007 - January 2010
Grant Thornton August 2005 - June 2007
Skills
Auditing, Financial Reporting, SEC filings, SEC, Financial Analysis, Sarbanes-Oxley Act, CPA, Accounting
Education
Brigham Young University 2001 — 2005
Bachelor's, Accounting
Jonathan Ryan Sandberg Jonathan Ryan Sandberg's Hein & Associates Experience 2007 - 2010
Job Controller Government
Industry Accounting
Experience
Government Agency September 2015 - Present
DTC Energy Group, Inc. August 2014 - September 2015
Salba Smart Natural Products, LLC January 2014 - August 2014
EKS&H January 2012 - December 2013
PMB Helin Donovan 2010 - December 2011
Hein & Associates 2007 - 2010
Skills
Financial Audits, Accounts Receivable, Sarbanes-Oxley Act, External Audit, Financial Analysis, Internal Controls, Cash Flow, Assurance, Financial Accounting, CPA, Auditing, SEC Filings, Budgets, General Ledger, Accruals, QuickBooks, GAAP, Account Reconciliation, US GAAP, Accounts Payable, Financial Reporting, Financial Statements, Fixed Assets, Revenue Recognition, Variance Analysis, Journal Entries, Accounting, SEC Financial Reporting, 10Q, 10K, Audits of Employee..., Business Valuation, Payroll, Sarbanes-Oxley, Financial Statement..., Accounting Research, FASB, SEC, Preparation, SSAE 16, Big 4
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2007
Accounting, Accounting and Economics
Portland State University 1999 — 2003
Liberal Arts, Communication and Conflict Resolution
Spokane Falls Community College 1997 — 1999
AA
Government Agency September 2015 - Present
DTC Energy Group, Inc. August 2014 - September 2015
Salba Smart Natural Products, LLC January 2014 - August 2014
EKS&H January 2012 - December 2013
PMB Helin Donovan 2010 - December 2011
Hein & Associates 2007 - 2010
Skills
Financial Audits, Accounts Receivable, Sarbanes-Oxley Act, External Audit, Financial Analysis, Internal Controls, Cash Flow, Assurance, Financial Accounting, CPA, Auditing, SEC Filings, Budgets, General Ledger, Accruals, QuickBooks, GAAP, Account Reconciliation, US GAAP, Accounts Payable, Financial Reporting, Financial Statements, Fixed Assets, Revenue Recognition, Variance Analysis, Journal Entries, Accounting, SEC Financial Reporting, 10Q, 10K, Audits of Employee..., Business Valuation, Payroll, Sarbanes-Oxley, Financial Statement..., Accounting Research, FASB, SEC, Preparation, SSAE 16, Big 4
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2007
Accounting, Accounting and Economics
Portland State University 1999 — 2003
Liberal Arts, Communication and Conflict Resolution
Spokane Falls Community College 1997 — 1999
AA
Angelina Kent's Hein & Associates Experience August 2013 - June 2015
Job Student
Industry Education Management
Experience
Hein & Associates August 2013 - June 2015
Miller Geyer & Stewart September 2011 - November 2012
Patent Law Works LLP 2011 - 2012
V Chocolates January 2010 - September 2011
Skills
Office Management, Administrative..., Calendaring, Travel Arrangements, File Management, Office Administration, Calendars, Management, Retail, Writing, Fundraising, Poetry, Customer Service, Editing, Microsoft Excel, Outlook, Public Speaking, Administrative..., Event Planning, Social Media
Education
Metropolitan State University of Denver 2015 — 2016
Secondary Education and Teaching
Portland State University 2004 — 2009
Bachelor’s Degree, English, 3.34
Hein & Associates August 2013 - June 2015
Miller Geyer & Stewart September 2011 - November 2012
Patent Law Works LLP 2011 - 2012
V Chocolates January 2010 - September 2011
Skills
Office Management, Administrative..., Calendaring, Travel Arrangements, File Management, Office Administration, Calendars, Management, Retail, Writing, Fundraising, Poetry, Customer Service, Editing, Microsoft Excel, Outlook, Public Speaking, Administrative..., Event Planning, Social Media
Education
Metropolitan State University of Denver 2015 — 2016
Secondary Education and Teaching
Portland State University 2004 — 2009
Bachelor’s Degree, English, 3.34
Tony Banks's Hein & Associates Experience 2010 - Present
Job Director, Business Development at Hein & Associates
Industry Accounting
Experience
Hein & Associates 2010 - Present
JD Ford, Investment Banking 2008 - 2010
Goldman Sachs 2005 - 2008
Alexander Capital Management Group 1999 - 2005
Skills
Financial Modeling, Mergers, Private Equity, Valuation, Business Development, Due Diligence, Accounting, Marketing, Sales, Client Service Oriented, Energy, Start-ups, Strategic Planning, Mergers & Acquisitions, Business Valuation, Corporate Finance, Analysis, Strategy, M&A experience, Budgets, Business Planning, Executive Management, Business Strategy, New Business Development, Investments, Finance, Financial Analysis, Strategic Financial..., Venture Capital, SEC filings, Restructuring, Entrepreneurship, Networking, Financial Planning, Portfolio Management, IPO
Education
University of Colorado at Boulder
Howard University
BS
Fairview HS-Boulder
Hein & Associates 2010 - Present
JD Ford, Investment Banking 2008 - 2010
Goldman Sachs 2005 - 2008
Alexander Capital Management Group 1999 - 2005
Skills
Financial Modeling, Mergers, Private Equity, Valuation, Business Development, Due Diligence, Accounting, Marketing, Sales, Client Service Oriented, Energy, Start-ups, Strategic Planning, Mergers & Acquisitions, Business Valuation, Corporate Finance, Analysis, Strategy, M&A experience, Budgets, Business Planning, Executive Management, Business Strategy, New Business Development, Investments, Finance, Financial Analysis, Strategic Financial..., Venture Capital, SEC filings, Restructuring, Entrepreneurship, Networking, Financial Planning, Portfolio Management, IPO
Education
University of Colorado at Boulder
Howard University
BS
Fairview HS-Boulder
Umair Abbasi, CPA's Hein & Associates Experience August 2013 - Present
Job Senior Consultant Transaction Advisory Services at BDO USA, LLP
Industry Oil & Energy
Experience
BDO USA, LLP July 2015 - Present
Hein & Associates August 2013 - Present
Hein & Associates January 2012 - August 2013
United Way of Southwest Louisiana January 2011 - April 2011
Skills
US GAAP, QuickBooks, Microsoft Excel, Tax Accounting, GAAP, Microsoft Office, Tax, Auditing, Sarbanes-Oxley Act, Tax Returns, Microsoft Word, Accounting, General Ledger, Financial Accounting, Financial Reporting, SEC filings, Oil & Gas Accounting, 401k, Internal Controls, Oil & Gas Industry, Partnership Taxation, SEC Filings, CPA
Education
McNeese State University 2006 — 2010
Bachelor of Science Accounting
BDO USA, LLP July 2015 - Present
Hein & Associates August 2013 - Present
Hein & Associates January 2012 - August 2013
United Way of Southwest Louisiana January 2011 - April 2011
Skills
US GAAP, QuickBooks, Microsoft Excel, Tax Accounting, GAAP, Microsoft Office, Tax, Auditing, Sarbanes-Oxley Act, Tax Returns, Microsoft Word, Accounting, General Ledger, Financial Accounting, Financial Reporting, SEC filings, Oil & Gas Accounting, 401k, Internal Controls, Oil & Gas Industry, Partnership Taxation, SEC Filings, CPA
Education
McNeese State University 2006 — 2010
Bachelor of Science Accounting
Heidi L'Esperance Heidi L'Esperance's Hein & Associates Experience November 2011 - February 2014
Job Vice President at Antonoff & Co.
Industry Accounting
Experience
Antonoff & Co. August 2014 - Present
Hein & Associates November 2011 - February 2014
Mengel, Metzger, Barr & Co. LLP October 2008 - September 2011
WinnCompanies May 2007 - October 2008
Viele Solimano Swagler & Chapman CPA PC December 2007 - April 2008
Excellus BCBS September 2006 - May 2007
Skills
Auditing, Accounting, Internal Controls, General Ledger, Financial Reporting, US GAAP, GAAP, Tax Preparation, Income Tax, Financial Statements, Corporate Tax, Tax, Internal Audit, SOX 404, Risk Assessment, SOX Compliancy, External Audit, QuickBooks, Sarbanes-Oxley Act, Financial Analysis, Cash Flow, Variance Analysis, ProSystem fx Tax, Nonprofits, Caseware
Education
Nazareth College of Rochester 2004 — 2008
Bachelor of Science (BS), Accounting
Antonoff & Co. August 2014 - Present
Hein & Associates November 2011 - February 2014
Mengel, Metzger, Barr & Co. LLP October 2008 - September 2011
WinnCompanies May 2007 - October 2008
Viele Solimano Swagler & Chapman CPA PC December 2007 - April 2008
Excellus BCBS September 2006 - May 2007
Skills
Auditing, Accounting, Internal Controls, General Ledger, Financial Reporting, US GAAP, GAAP, Tax Preparation, Income Tax, Financial Statements, Corporate Tax, Tax, Internal Audit, SOX 404, Risk Assessment, SOX Compliancy, External Audit, QuickBooks, Sarbanes-Oxley Act, Financial Analysis, Cash Flow, Variance Analysis, ProSystem fx Tax, Nonprofits, Caseware
Education
Nazareth College of Rochester 2004 — 2008
Bachelor of Science (BS), Accounting
Josh Brox ☁'s Hein & Associates Experience April 2014 - Present
Job Senior Associate at Hein & Associates
Industry Information Technology and Services
Experience
Hein & Associates April 2014 - Present
Bo Newell Art June 2010 - Present
TrueCloud November 2013 - April 2014
TrueCloud April 2012 - April 2014
Team Sport Outfitters November 2010 - April 2012
DirectClarity Online Solutions September 2009 - October 2010
Union Estate Planning September 2008 - June 2009
InnovationSpace August 2008 - December 2008
Skills
ERP, HTML, Business Analysis, Management, Web Design, Accounting, NetSuite, Social Media Marketing, Social Networking, SaaS, Project Management, Entrepreneurship, Web Development, Team Leadership, Direct Sales, Marketing, New Business Development, Leadership, Inventory Management, Graphic Design, Online Marketing, Facebook, Promotions, Photoshop, Dreamweaver, Email Marketing, ERP Implementations, ERP Implementation..., Boomi
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
B.S., Accountancy
Hein & Associates April 2014 - Present
Bo Newell Art June 2010 - Present
TrueCloud November 2013 - April 2014
TrueCloud April 2012 - April 2014
Team Sport Outfitters November 2010 - April 2012
DirectClarity Online Solutions September 2009 - October 2010
Union Estate Planning September 2008 - June 2009
InnovationSpace August 2008 - December 2008
Skills
ERP, HTML, Business Analysis, Management, Web Design, Accounting, NetSuite, Social Media Marketing, Social Networking, SaaS, Project Management, Entrepreneurship, Web Development, Team Leadership, Direct Sales, Marketing, New Business Development, Leadership, Inventory Management, Graphic Design, Online Marketing, Facebook, Promotions, Photoshop, Dreamweaver, Email Marketing, ERP Implementations, ERP Implementation..., Boomi
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
B.S., Accountancy
Kim Daly Kim Daly's Hein & Associates Experience December 2006 - September 2013
Job Marketer Communicator Project Manager Brand Champion Writer Editor Blogger Influencer
Industry Marketing and Advertising
Experience
Blog: The Soulicious Life September 2011 - Present
Hein & Associates December 2006 - September 2013
Scuba Schools International April 2001 - December 2006
Steamboat Pilot & Today June 1999 - June 2000
Steamboat Springs Review and Downtowner May 1998 - March 1999
Skills
Social Media, Event Planning, Graphic Design, Project Management, Marketing, Public Relations, Strategic Planning, Marketing Strategy, Social Media Marketing, Content Marketing, Branding, Internal Communications, Brand Management, Strategy, Management, Email Marketing, Social Networking
Education
Hofstra University 1993 — 1997
Bachelor
Blog: The Soulicious Life September 2011 - Present
Hein & Associates December 2006 - September 2013
Scuba Schools International April 2001 - December 2006
Steamboat Pilot & Today June 1999 - June 2000
Steamboat Springs Review and Downtowner May 1998 - March 1999
Skills
Social Media, Event Planning, Graphic Design, Project Management, Marketing, Public Relations, Strategic Planning, Marketing Strategy, Social Media Marketing, Content Marketing, Branding, Internal Communications, Brand Management, Strategy, Management, Email Marketing, Social Networking
Education
Hofstra University 1993 — 1997
Bachelor
Marcus Floyd Marcus Floyd's Hein & Associates Experience June 2015 - Present
Job Desktop/Network Support Technician
Industry Information Technology and Services
Experience
Hein & Associates June 2015 - Present
Enbridge October 2010 - 2014
Echo Communications 2006 - 2008
Skills
Customer Service, Analysis, Troubleshooting, Program Management, Change Management, Windows, Microsoft Office, Active Directory, Oracle, BMC Remedy, Citrix XenApp, Networking, Information Technology
Education
Colorado Technical University 2014 — 2016
Master's Degree, Network and System Administration/Administrator
Colorado Technical University 2008 — 2012
Bachelor's Degree, System, Networking, and LAN/WAN Management/Manager
Hein & Associates June 2015 - Present
Enbridge October 2010 - 2014
Echo Communications 2006 - 2008
Skills
Customer Service, Analysis, Troubleshooting, Program Management, Change Management, Windows, Microsoft Office, Active Directory, Oracle, BMC Remedy, Citrix XenApp, Networking, Information Technology
Education
Colorado Technical University 2014 — 2016
Master's Degree, Network and System Administration/Administrator
Colorado Technical University 2008 — 2012
Bachelor's Degree, System, Networking, and LAN/WAN Management/Manager
Ashley LeJeune Ashley LeJeune's Hein & Associates Experience January 2015 - Present
Job Audit Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates January 2015 - Present
Hein & Associates August 2013 - December 2014
Hein & Associates July 2011 - July 2013
Hein & Associates January 2010 - June 2011
Skills
CPA, SEC filings, SOX Compliancy, 10Q, 10K, External Audit, US GAAP, Internal Controls, Corporate Tax, Sarbanes-Oxley Act, GAAP, Accounting, Fixed Assets, Auditing, Audits of Employee..., Sarbanes-Oxley, Financial Statements, Financial Accounting, Financial Reporting, Tax Accounting, Partnership Taxation
Education
Houston Baptist University 2005 — 2009
Master's, Accountancy
Hein & Associates January 2015 - Present
Hein & Associates August 2013 - December 2014
Hein & Associates July 2011 - July 2013
Hein & Associates January 2010 - June 2011
Skills
CPA, SEC filings, SOX Compliancy, 10Q, 10K, External Audit, US GAAP, Internal Controls, Corporate Tax, Sarbanes-Oxley Act, GAAP, Accounting, Fixed Assets, Auditing, Audits of Employee..., Sarbanes-Oxley, Financial Statements, Financial Accounting, Financial Reporting, Tax Accounting, Partnership Taxation
Education
Houston Baptist University 2005 — 2009
Master's, Accountancy
Miller Gordon, CPA's Hein & Associates Experience October 2011 - November 2014
Job Assistant Controller at Clean Coal Solutions
Industry Accounting
Experience
Clean Coal Solutions December 2014 - Present
Hein & Associates October 2011 - November 2014
Postlethwaite & Netterville August 2009 - August 2011
Postlethwaite & Netterville January 2009 - April 2009
Northrop Grumman Corporation June 2008 - August 2008
United Home Care Services April 2007 - April 2008
Skills
Audit, Auditing, Accounting, SEC reporting, Fraud Investigations, Financial Reporting, SOX, Sarbanes-Oxley Act, Fraud, SEC filings, External Audit, CPA, US GAAP, Finance, Internal Audit, Assurance, Financial Accounting, Accounts Payable, Internal Controls, SEC Filings
Education
Louisiana State University 2004 — 2008
B.S., Accounting
Jesuit High School 2000 — 2004
Diploma
Clean Coal Solutions December 2014 - Present
Hein & Associates October 2011 - November 2014
Postlethwaite & Netterville August 2009 - August 2011
Postlethwaite & Netterville January 2009 - April 2009
Northrop Grumman Corporation June 2008 - August 2008
United Home Care Services April 2007 - April 2008
Skills
Audit, Auditing, Accounting, SEC reporting, Fraud Investigations, Financial Reporting, SOX, Sarbanes-Oxley Act, Fraud, SEC filings, External Audit, CPA, US GAAP, Finance, Internal Audit, Assurance, Financial Accounting, Accounts Payable, Internal Controls, SEC Filings
Education
Louisiana State University 2004 — 2008
B.S., Accounting
Jesuit High School 2000 — 2004
Diploma
Adam Jenkins, MBA's Hein & Associates Experience April 2005 - October 2011
Job CRM Marketing Manager at Evans Senior Investments
Industry Marketing and Advertising
Experience
CRM Marketing Consultant August 2014 - Present
Evans Senior Investments August 2014 - Present
ClientsFirst Consulting February 2012 - April 2014
Hein & Associates April 2005 - October 2011
Baily Design, Inc January 2003 - December 2008
LION, Inc. November 2003 - April 2006
GBSM September 2001 - January 2003
Chimaera Online January 2001 - September 2001
Fusion Dynamics May 2000 - January 2001
Skills
Online Marketing, Email Marketing, Web Analytics, Web Design, Marketing Strategy, CRM, SugarCRM, Graphic Design, Website Development, Project Management, Adobe Creative Suite, Microsoft Office, Web Project Management, Online Communications, Logo Design, Creative Direction, Collateral, Marketing, HTML, LexisNexis, HTML + CSS, Print Collateral, CRM software, Social Media Marketing, Social Media, Marketing Communications, Corporate Branding, Social Networking, CRM Strategy, CRM Integration, LexisNexis InterAction
Education
University of Phoenix 2009 — 2011
MBA, Masters in Business Administration
Iowa State University 1995 — 2000
BFA, Visual Studies
BC-IG
CRM Marketing Consultant August 2014 - Present
Evans Senior Investments August 2014 - Present
ClientsFirst Consulting February 2012 - April 2014
Hein & Associates April 2005 - October 2011
Baily Design, Inc January 2003 - December 2008
LION, Inc. November 2003 - April 2006
GBSM September 2001 - January 2003
Chimaera Online January 2001 - September 2001
Fusion Dynamics May 2000 - January 2001
Skills
Online Marketing, Email Marketing, Web Analytics, Web Design, Marketing Strategy, CRM, SugarCRM, Graphic Design, Website Development, Project Management, Adobe Creative Suite, Microsoft Office, Web Project Management, Online Communications, Logo Design, Creative Direction, Collateral, Marketing, HTML, LexisNexis, HTML + CSS, Print Collateral, CRM software, Social Media Marketing, Social Media, Marketing Communications, Corporate Branding, Social Networking, CRM Strategy, CRM Integration, LexisNexis InterAction
Education
University of Phoenix 2009 — 2011
MBA, Masters in Business Administration
Iowa State University 1995 — 2000
BFA, Visual Studies
BC-IG
john ohalloran john ohalloran's Hein & Associates Experience 1999 - 2002
Job
Industry
Experience
Quality Services Corp 2008 - 2014
Innovative Captive Strategies 2002 - 2007
Hein & Associates 1999 - 2002
BDO USA, LLP 1996 - 1999
Skills
Microsoft Excel, Microsoft Word, Team Building, Account Management, Budgets, Process Improvement, New Business Development
Education
Loras College 1992 — 1994
Bachelor's degree, Accounting, Magna Cum Laude
University of Dayton 1990 — 1992
Quality Services Corp 2008 - 2014
Innovative Captive Strategies 2002 - 2007
Hein & Associates 1999 - 2002
BDO USA, LLP 1996 - 1999
Skills
Microsoft Excel, Microsoft Word, Team Building, Account Management, Budgets, Process Improvement, New Business Development
Education
Loras College 1992 — 1994
Bachelor's degree, Accounting, Magna Cum Laude
University of Dayton 1990 — 1992
Duane Snyder Duane Snyder's Hein & Associates Experience October 2004 - Present
Job Partner at Hein & Associates
Industry Accounting
Experience
Hein & Associates October 2004 - Present
Deloitte & Touche 1992 - 2004
Deloitte & Touche Canada January 1999 - August 2001
Education
University of Oklahoma - Price College of Business 1988 — 1992
BAcc, MAcc, Taxation
Oklahoma State University 1986 — 1988
Hein & Associates October 2004 - Present
Deloitte & Touche 1992 - 2004
Deloitte & Touche Canada January 1999 - August 2001
Education
University of Oklahoma - Price College of Business 1988 — 1992
BAcc, MAcc, Taxation
Oklahoma State University 1986 — 1988
Jacque Nason, CPA Jacque Nason, CPA's Hein & Associates Experience November 2006 - July 2011
Job Director of Financial Reporting at Optiv Inc
Industry Accounting
Experience
Optiv Inc May 2015 - Present
Accuvant August 2014 - Present
Accuvant April 2012 - August 2014
Accuvant July 2011 - April 2012
Hein & Associates November 2006 - July 2011
Lehman Communications Corporation June 2004 - October 2006
Adams State College August 2002 - May 2004
Skills
Auditing, Accounting, Internal Controls, Financial Analysis, Financial Accounting, General Ledger, CPA, Internal Audit, Budgets, Account Reconciliation, Financial Audits, Sarbanes-Oxley, Financial Statements, Data Analysis
Education
Adams State College 2000 — 2004
Bachelor of Science, Business Adminstration in Accounting & Managerial Information Systems
Optiv Inc May 2015 - Present
Accuvant August 2014 - Present
Accuvant April 2012 - August 2014
Accuvant July 2011 - April 2012
Hein & Associates November 2006 - July 2011
Lehman Communications Corporation June 2004 - October 2006
Adams State College August 2002 - May 2004
Skills
Auditing, Accounting, Internal Controls, Financial Analysis, Financial Accounting, General Ledger, CPA, Internal Audit, Budgets, Account Reconciliation, Financial Audits, Sarbanes-Oxley, Financial Statements, Data Analysis
Education
Adams State College 2000 — 2004
Bachelor of Science, Business Adminstration in Accounting & Managerial Information Systems
Barbara DeMauro Barbara DeMauro's Hein & Associates Experience 2002 - 2004
Job Consultant Robert Half
Industry Accounting
Experience
Robert Half December 2013 - March 2014
McConway & Torley October 2011 - October 2013
Consulting Group March 2011 - September 2011
Hein & Associates 2002 - 2004
Skills
Cost Accounting, Variance Analysis, Fixed Assets, General Ledger, Accruals, Internal Controls, Account Reconciliation, Financial Statements, GAAP, Financial Reporting, Journal Entries, Sarbanes-Oxley Act, Financial Accounting, Finance, Financial Analysis, Accounts Receivable, Accounting
Education
Point Park University 1983 — 1988
Bachelor of Science (BS), Accounting
Robert Half December 2013 - March 2014
McConway & Torley October 2011 - October 2013
Consulting Group March 2011 - September 2011
Hein & Associates 2002 - 2004
Skills
Cost Accounting, Variance Analysis, Fixed Assets, General Ledger, Accruals, Internal Controls, Account Reconciliation, Financial Statements, GAAP, Financial Reporting, Journal Entries, Sarbanes-Oxley Act, Financial Accounting, Finance, Financial Analysis, Accounts Receivable, Accounting
Education
Point Park University 1983 — 1988
Bachelor of Science (BS), Accounting
Kevin Bland Kevin Bland's Hein & Associates Experience September 2006 - November 2011
Job Accounting and Financial Consultant
Industry Oil & Energy
Experience
FUSION Light and Design November 2009 - Present
Rivers Edge Consulting April 2014 - Present
Elgin Energy Partners November 2011 - March 2014
Hein & Associates September 2006 - November 2011
Pelican Lakes Golf and Country Club March 1999 - September 2006
Skills
GAAP, Financial Reporting, US GAAP, Internal Controls, Accounting, Auditing, Sarbanes-Oxley Act, Financial Accounting, SEC filings, General Ledger, External Audit, Financial Statements, Internal Audit, Financial Audits, Fixed Assets
Education
Gonzaga University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
FUSION Light and Design November 2009 - Present
Rivers Edge Consulting April 2014 - Present
Elgin Energy Partners November 2011 - March 2014
Hein & Associates September 2006 - November 2011
Pelican Lakes Golf and Country Club March 1999 - September 2006
Skills
GAAP, Financial Reporting, US GAAP, Internal Controls, Accounting, Auditing, Sarbanes-Oxley Act, Financial Accounting, SEC filings, General Ledger, External Audit, Financial Statements, Internal Audit, Financial Audits, Fixed Assets
Education
Gonzaga University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Rick Barich Rick Barich's Hein & Associates Experience 1993 - 1996
Job CFO at At The Beach
Industry Food & Beverages
Experience
At The Beach January 2014 - Present
Maui Wowi Hawaiian Coffees and Smoothies July 2008 - January 2014
Franchise Sherpas July 2008 - January 2014
Doc Popcorn May 2008 - January 2014
Groople 2005 - 2008
Air Courier Association 2001 - 2004
Telseon 2000 - 2001
Hein & Associates 1993 - 1996
Ernst & Young 1990 - 1993
Skills
Auditing, Franchising, Business Planning, Entrepreneurship, Start-ups, Small Business, Strategic Planning, Budgets, P&L, Mergers & Acquisitions, Business Strategy, Franchise Consulting, Leadership, Forecasting, Financial Analysis, New Business Development, Team Building, Management, Cash Flow, Financial Reporting
Education
California State University-Long Beach 1987 — 1990
B.S, Accounting
At The Beach January 2014 - Present
Maui Wowi Hawaiian Coffees and Smoothies July 2008 - January 2014
Franchise Sherpas July 2008 - January 2014
Doc Popcorn May 2008 - January 2014
Groople 2005 - 2008
Air Courier Association 2001 - 2004
Telseon 2000 - 2001
Hein & Associates 1993 - 1996
Ernst & Young 1990 - 1993
Skills
Auditing, Franchising, Business Planning, Entrepreneurship, Start-ups, Small Business, Strategic Planning, Budgets, P&L, Mergers & Acquisitions, Business Strategy, Franchise Consulting, Leadership, Forecasting, Financial Analysis, New Business Development, Team Building, Management, Cash Flow, Financial Reporting
Education
California State University-Long Beach 1987 — 1990
B.S, Accounting
Ying-Chun(Angela) Pan Ying-Chun(Angela) Pan's Hein & Associates Experience July 2015 - Present
Job Audit Senior at Hein & Associates
Industry Accounting
Experience
Hein & Associates July 2015 - Present
BDO Alliance USA October 2013 - July 2015
University of Illinois at Urbana-Champaign January 2013 - May 2013
KPMG September 2011 - May 2012
Taipei International Flora Exposition November 2010 - April 2011
The Public Relations of the Statistic Department Association September 2009 - June 2010
Skills
CPA, SAS, SPSS, Auditing, Accounting
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master's degree, Accounting
National Taipei University 2007 — 2011
Bachelor's degree, Statistics
Hein & Associates July 2015 - Present
BDO Alliance USA October 2013 - July 2015
University of Illinois at Urbana-Champaign January 2013 - May 2013
KPMG September 2011 - May 2012
Taipei International Flora Exposition November 2010 - April 2011
The Public Relations of the Statistic Department Association September 2009 - June 2010
Skills
CPA, SAS, SPSS, Auditing, Accounting
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master's degree, Accounting
National Taipei University 2007 — 2011
Bachelor's degree, Statistics
Raymond Reed Raymond Reed's Hein & Associates Experience October 2006 - May 2008
Job Accounting & Finance Professional
Industry Oil & Energy
Experience
Caerus Oil & Gas llc August 2013 - Present
Caerus Oil & Gas llc November 2011 - July 2013
Resolute Energy Corporation June 2010 - May 2011
Consultant 2008 - 2011
KB Home October 2009 - May 2010
Hein & Associates October 2006 - May 2008
Grant Thornton September 2005 - October 2006
US Bank November 2001 - June 2003
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, SEC filings, General Ledger, Sarbanes-Oxley Act, Financial Modeling, GAAP, Internal Audit, Business Development, Corporate Finance, Budget Process, Risk Management, Valuation, Finance, SQL
Education
University of Colorado Denver 2007 — 2009
M.S., Finance
Metropolitan State University of Denver 2002 — 2005
B.S., Dual Major Accounting and Finance
Caerus Oil & Gas llc August 2013 - Present
Caerus Oil & Gas llc November 2011 - July 2013
Resolute Energy Corporation June 2010 - May 2011
Consultant 2008 - 2011
KB Home October 2009 - May 2010
Hein & Associates October 2006 - May 2008
Grant Thornton September 2005 - October 2006
US Bank November 2001 - June 2003
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, SEC filings, General Ledger, Sarbanes-Oxley Act, Financial Modeling, GAAP, Internal Audit, Business Development, Corporate Finance, Budget Process, Risk Management, Valuation, Finance, SQL
Education
University of Colorado Denver 2007 — 2009
M.S., Finance
Metropolitan State University of Denver 2002 — 2005
B.S., Dual Major Accounting and Finance
James Befort's Hein & Associates Experience September 2013 - Present
Job Business Systems Support at Hein & Associates
Industry Information Technology and Services
Experience
Hein & Associates September 2013 - Present
Iowa State Dining August 2010 - May 2013
Circuit City November 2007 - June 2009
Skills
Time Management, Leadership, Sales, Training, Customer Service, PowerPoint, Microsoft Word, Team Leadership, Management, Microsoft Excel, Outlook, Inventory Management, Customer Satisfaction, Cashiering, Cash Register, Computer Hardware, Social Media, Marketing, Retail Sales, Java, Active Directory, Project Management, Microsoft Office, Microsoft Visio, Microsoft Project, Microsoft Windows 7, Troubleshooting, Caseware, Citrix, SCCM
Education
Iowa State University - College of Business 2010 — 2013
Bachelor's degree, Management Information Systems, General
Hein & Associates September 2013 - Present
Iowa State Dining August 2010 - May 2013
Circuit City November 2007 - June 2009
Skills
Time Management, Leadership, Sales, Training, Customer Service, PowerPoint, Microsoft Word, Team Leadership, Management, Microsoft Excel, Outlook, Inventory Management, Customer Satisfaction, Cashiering, Cash Register, Computer Hardware, Social Media, Marketing, Retail Sales, Java, Active Directory, Project Management, Microsoft Office, Microsoft Visio, Microsoft Project, Microsoft Windows 7, Troubleshooting, Caseware, Citrix, SCCM
Education
Iowa State University - College of Business 2010 — 2013
Bachelor's degree, Management Information Systems, General
Jordan Lamb, CPA, CGMA Jordan Lamb, CPA, CGMA's Hein & Associates Experience September 2010 - June 2013
Job Accounting Manager at Antero Resources
Industry Accounting
Experience
Antero Resources June 2013 - Present
Hein & Associates September 2010 - June 2013
McGladrey June 2009 - August 2009
University of Northern Colorado May 2007 - May 2009
University of Northern Colorado January 2007 - May 2007
Skills
Auditing, GAAP, Internal Controls, Financial Accounting, SEC filings, Accounting, Microsoft Office, Budgets, Financial Reporting, Oil & Gas Industry, Alternative Energy, Financial Statements, Variance Analysis, CPA, Finance, General Ledger, Account Reconciliation, Financial Analysis, Consolidation, Forecasting, Carve-out Financial..., Consolidated Financial..., SEC Filings
Education
University of Northern Colorado 2006 — 2009
Business Administration, Accounting
Ottawa University 2005 — 2006
Antero Resources June 2013 - Present
Hein & Associates September 2010 - June 2013
McGladrey June 2009 - August 2009
University of Northern Colorado May 2007 - May 2009
University of Northern Colorado January 2007 - May 2007
Skills
Auditing, GAAP, Internal Controls, Financial Accounting, SEC filings, Accounting, Microsoft Office, Budgets, Financial Reporting, Oil & Gas Industry, Alternative Energy, Financial Statements, Variance Analysis, CPA, Finance, General Ledger, Account Reconciliation, Financial Analysis, Consolidation, Forecasting, Carve-out Financial..., Consolidated Financial..., SEC Filings
Education
University of Northern Colorado 2006 — 2009
Business Administration, Accounting
Ottawa University 2005 — 2006
Greg Barta Greg Barta's Hein & Associates Experience September 1993 - December 1997
Job Corporate Controller at P.H. Glatfelter Company
Industry Paper & Forest Products
Experience
P.H. Glatfelter Company December 2011 - Present
The Intersect Group September 2011 - November 2011
Mirant March 2001 - August 2011
Bennett Thrasher January 1998 - March 2001
Hein & Associates September 1993 - December 1997
Arthur Andersen January 1991 - July 1993
Skills
Sarbanes-Oxley Act, SEC filings, Divestitures, Internal Controls, Investor Relations, Variance Analysis, Corporate Finance, Sarbanes-Oxley, Mergers & Acquisitions, Financial Analysis, GAAP, US GAAP
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business
BBA, Accounting
P.H. Glatfelter Company December 2011 - Present
The Intersect Group September 2011 - November 2011
Mirant March 2001 - August 2011
Bennett Thrasher January 1998 - March 2001
Hein & Associates September 1993 - December 1997
Arthur Andersen January 1991 - July 1993
Skills
Sarbanes-Oxley Act, SEC filings, Divestitures, Internal Controls, Investor Relations, Variance Analysis, Corporate Finance, Sarbanes-Oxley, Mergers & Acquisitions, Financial Analysis, GAAP, US GAAP
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business
BBA, Accounting
Kelly (Sheppard) Reifel Kelly (Sheppard) Reifel's Hein & Associates Experience October 2008 - Present
Job Office Manager at Hein & Associates in Houston
Industry Accounting
Experience
Hein & Associates October 2008 - Present
JP Morgan Chase June 1997 - September 2008
Pierpont Communications May 1996 - May 1997
Tablots 1994 - 1996
Gap Inc. 1992 - 1994
A pea in a pod 1990 - 1992
Saks Fifth Avenue 1988 - 1990
Lord & Taylor 1987 - 1988
Skills
Accounting, Budgets, Strategic Planning, Business Planning, Tax, Recruiting, Strategy, Analysis, Business Development, Marketing, Project Management, Employee Relations, Sales, Banking, Management, Financial Analysis
Education
University of Houston 1992 — 1997
Marketing, Management
Art Institute of Dallas 1987 — 1989
Associates, Fashion Merchandising
Hein & Associates October 2008 - Present
JP Morgan Chase June 1997 - September 2008
Pierpont Communications May 1996 - May 1997
Tablots 1994 - 1996
Gap Inc. 1992 - 1994
A pea in a pod 1990 - 1992
Saks Fifth Avenue 1988 - 1990
Lord & Taylor 1987 - 1988
Skills
Accounting, Budgets, Strategic Planning, Business Planning, Tax, Recruiting, Strategy, Analysis, Business Development, Marketing, Project Management, Employee Relations, Sales, Banking, Management, Financial Analysis
Education
University of Houston 1992 — 1997
Marketing, Management
Art Institute of Dallas 1987 — 1989
Associates, Fashion Merchandising
Jon Timmer's Hein & Associates Experience January 2012 - Present
Job Audit Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates January 2012 - Present
McGladrey & Pullen October 2009 - December 2011
McGladrey & Pullen January 2008 - September 2009
McGladrey & Pullen May 2007 - August 2007
Skills
US GAAP, Auditing
Education
Malone University 2004 — 2007
Accounting
Hein & Associates January 2012 - Present
McGladrey & Pullen October 2009 - December 2011
McGladrey & Pullen January 2008 - September 2009
McGladrey & Pullen May 2007 - August 2007
Skills
US GAAP, Auditing
Education
Malone University 2004 — 2007
Accounting
Collin Chadderdon's Hein & Associates Experience July 2011 - September 2013
Job Tax Manager
Industry Accounting
Experience
Dixon Hughes Goodman LLP July 2014 - Present
Crowe Horwath LLP October 2013 - May 2014
Hein & Associates July 2011 - September 2013
Hein & Associates September 2007 - July 2011
Skills
Income Tax, Tax, Tax Accounting, Tax Research, Accounting
Education
Adams State University 2002 — 2006
Dixon Hughes Goodman LLP July 2014 - Present
Crowe Horwath LLP October 2013 - May 2014
Hein & Associates July 2011 - September 2013
Hein & Associates September 2007 - July 2011
Skills
Income Tax, Tax, Tax Accounting, Tax Research, Accounting
Education
Adams State University 2002 — 2006
Jim Reddan, CPA's Hein & Associates Experience July 2015 - Present
Job Managing Consultant at Hein & Associates
Industry Accounting
Experience
Hein & Associates July 2015 - Present
Kaiser Permanente February 2015 - July 2015
Cognizant Technology Solutions November 2014 - February 2015
Antero Resources July 2014 - November 2014
Envision Healthcare August 2005 - February 2014
Dynegy December 2004 - August 2005
Sirius Solutions June 2002 - December 2004
Skills
Internal Controls, Internal Audit, Auditing, Risk Management, IT Audit, Sarbanes-Oxley Act, Process Improvement, Management, Sarbanes-Oxley, Enterprise Risk..., Financial Analysis, Strategy, Executive Management, Leadership, US GAAP, Mergers & Acquisitions, Business Process..., Risk Assessment, Accounting, Financial Audits, Financial Reporting, CPA, Governance, Strategic Planning, Finance, Due Diligence, GAAP, SEC filings, Accounts Payable, Acquisition Integration, Payroll, Operational Risk, Strategic Financial..., COSO, Big 4, COBIT, Fraud, Accounts Receivable, Account Reconciliation, External Audit, Variance Analysis, Mergers, HIPAA
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1996
Master of Business Administration, Accounting and Business/Management
Université d'Orléans 1990 — 1991
Certificat d'Etude Francaise, French Language and Literature
Oakland University 1985 — 1991
BA and BS, French and Finance
Hein & Associates July 2015 - Present
Kaiser Permanente February 2015 - July 2015
Cognizant Technology Solutions November 2014 - February 2015
Antero Resources July 2014 - November 2014
Envision Healthcare August 2005 - February 2014
Dynegy December 2004 - August 2005
Sirius Solutions June 2002 - December 2004
Skills
Internal Controls, Internal Audit, Auditing, Risk Management, IT Audit, Sarbanes-Oxley Act, Process Improvement, Management, Sarbanes-Oxley, Enterprise Risk..., Financial Analysis, Strategy, Executive Management, Leadership, US GAAP, Mergers & Acquisitions, Business Process..., Risk Assessment, Accounting, Financial Audits, Financial Reporting, CPA, Governance, Strategic Planning, Finance, Due Diligence, GAAP, SEC filings, Accounts Payable, Acquisition Integration, Payroll, Operational Risk, Strategic Financial..., COSO, Big 4, COBIT, Fraud, Accounts Receivable, Account Reconciliation, External Audit, Variance Analysis, Mergers, HIPAA
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1996
Master of Business Administration, Accounting and Business/Management
Université d'Orléans 1990 — 1991
Certificat d'Etude Francaise, French Language and Literature
Oakland University 1985 — 1991
BA and BS, French and Finance
Jim Brendel's Hein & Associates Experience September 1987 - Present
Job Partner at Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates September 1987 - Present
PricewaterhouseCoopers August 1979 - August 1987
Skills
Financial Reporting, SEC reporting, Audit, SOX, IPO, Due Diligence, Auditing, Public Companies, Accounting, GAAP, Technical Accounting, SEC filings, Mergers & Acquisitions, Business Strategy, US GAAP, Tax, Business Valuation, Internal Controls, Financial Analysis, CPA, IFRS, Sarbanes-Oxley Act, Corporate Governance, SOX 404, Revenue Recognition, Corporate Tax, Strategic Financial...
Education
Colorado State University 1975 — 1979
Bachelor of Science, Business Adminstration
Hein & Associates September 1987 - Present
PricewaterhouseCoopers August 1979 - August 1987
Skills
Financial Reporting, SEC reporting, Audit, SOX, IPO, Due Diligence, Auditing, Public Companies, Accounting, GAAP, Technical Accounting, SEC filings, Mergers & Acquisitions, Business Strategy, US GAAP, Tax, Business Valuation, Internal Controls, Financial Analysis, CPA, IFRS, Sarbanes-Oxley Act, Corporate Governance, SOX 404, Revenue Recognition, Corporate Tax, Strategic Financial...
Education
Colorado State University 1975 — 1979
Bachelor of Science, Business Adminstration
Cliff Linhardt's Hein & Associates Experience June 2004 - February 2015
Job Chief Accounting Officer at Fifth Creek Energy
Industry Accounting
Experience
United States Navy Reserve 1998 - Present
Fifth Creek Energy March 2015 - Present
Hein & Associates June 2004 - February 2015
Lehman Butterwick 2001 - 2004
Donohue Feiman Retirement Plan Services, Inc. 1999 - 2001
Skills
Accounting, Audit, Auditing, Assurance, Financial Reporting, Internal Controls, GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, US GAAP, SEC filings, Mergers, Private Equity, CPA, Financial Accounting, Financial Analysis, Due Diligence, Tax, Cash Flow, Financial Audits, Sarbanes-Oxley, SEC Filings
Education
University of Colorado Denver 1999 — 2001
Master, Accounting
Fort Lewis College 1990 — 1995
BA, Finance
United States Navy Reserve 1998 - Present
Fifth Creek Energy March 2015 - Present
Hein & Associates June 2004 - February 2015
Lehman Butterwick 2001 - 2004
Donohue Feiman Retirement Plan Services, Inc. 1999 - 2001
Skills
Accounting, Audit, Auditing, Assurance, Financial Reporting, Internal Controls, GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, US GAAP, SEC filings, Mergers, Private Equity, CPA, Financial Accounting, Financial Analysis, Due Diligence, Tax, Cash Flow, Financial Audits, Sarbanes-Oxley, SEC Filings
Education
University of Colorado Denver 1999 — 2001
Master, Accounting
Fort Lewis College 1990 — 1995
BA, Finance
RD Patel's Hein & Associates Experience January 2012 - October 2014
Job Senior Accountant at Orthofix
Industry Accounting
Experience
Orthofix October 2014 - Present
Hein & Associates January 2012 - October 2014
Pillar Hotels and Resorts (formerly Archon Hospitality) July 2008 - December 2011
Whitley Penn 2008 - 2008
Travis Wolff and Company 2007 - 2007
Skills
Accounting, Financial Reporting, Management, Financial Accounting, Payroll, Auditing, CPA, Due Diligence, Account Reconciliation, Sarbanes-Oxley Act, GAAP, Internal Audit, General Ledger, SEC filings, Accounts Receivable, Accounts Payable, Financial Analysis, Teamwork, Internal Controls, US GAAP, Assurance, SEC Filings
Education
University of North Texas 2004 — 2007
BS, Accounting
Mountain View College
Orthofix October 2014 - Present
Hein & Associates January 2012 - October 2014
Pillar Hotels and Resorts (formerly Archon Hospitality) July 2008 - December 2011
Whitley Penn 2008 - 2008
Travis Wolff and Company 2007 - 2007
Skills
Accounting, Financial Reporting, Management, Financial Accounting, Payroll, Auditing, CPA, Due Diligence, Account Reconciliation, Sarbanes-Oxley Act, GAAP, Internal Audit, General Ledger, SEC filings, Accounts Receivable, Accounts Payable, Financial Analysis, Teamwork, Internal Controls, US GAAP, Assurance, SEC Filings
Education
University of North Texas 2004 — 2007
BS, Accounting
Mountain View College
Carla Stewart's Hein & Associates Experience 1986 - 1988
Job Vice President Customer Provisioning and Carrier Management at CenturyLink
Industry Telecommunications
Experience
CenturyLink February 2013 - Present
CenturyLink November 2009 - Present
Qwest May 2008 - November 2009
Qwest May 2005 - May 2008
Qwest May 2004 - May 2005
Qwest June 2001 - May 2004
Qwest November 1995 - June 2001
Leprino Foods October 1988 - November 1995
Hein & Associates 1986 - 1988
Skills
•Executive leadership..., •Margin expansion..., •Operational..., •Merger, acquisition..., •Cross-functional..., •Strategic and..., •Capital expenditure..., •Teambuilding and..., •Negotiating domestic..., •ERP system..., •Telecommunications,..., •Budgeting and..., CPA, CMA, Telecommunications, Leadership, Program Management, Managed Services, IP, Cross-functional Team..., Sarbanes-Oxley Act, Vendor Management, Process Improvement, VoIP, Strategic Partnerships, Integration, Business Development, Management, Strategic Planning, Forecasting, Strategy, Customer Experience, Sales Operations
Education
Colorado State University 1980 — 1984
Bachelor - Science, Accounting
CenturyLink February 2013 - Present
CenturyLink November 2009 - Present
Qwest May 2008 - November 2009
Qwest May 2005 - May 2008
Qwest May 2004 - May 2005
Qwest June 2001 - May 2004
Qwest November 1995 - June 2001
Leprino Foods October 1988 - November 1995
Hein & Associates 1986 - 1988
Skills
•Executive leadership..., •Margin expansion..., •Operational..., •Merger, acquisition..., •Cross-functional..., •Strategic and..., •Capital expenditure..., •Teambuilding and..., •Negotiating domestic..., •ERP system..., •Telecommunications,..., •Budgeting and..., CPA, CMA, Telecommunications, Leadership, Program Management, Managed Services, IP, Cross-functional Team..., Sarbanes-Oxley Act, Vendor Management, Process Improvement, VoIP, Strategic Partnerships, Integration, Business Development, Management, Strategic Planning, Forecasting, Strategy, Customer Experience, Sales Operations
Education
Colorado State University 1980 — 1984
Bachelor - Science, Accounting
Tom Zehren's Hein & Associates Experience 2010 - Present
Job Tax Supervisor at Hein & Associates, LLP
Industry Accounting
Experience
Hein & Associates 2010 - Present
GHP Horwath, P.C. 2006 - 2010
Skills
CPA
Education
Metropolitan State College of Denver 2003 — 2005
Bachelor of Science, Accounting
University of Wisconsin-Milwaukee 1992 — 1998
Anthropology
Hein & Associates 2010 - Present
GHP Horwath, P.C. 2006 - 2010
Skills
CPA
Education
Metropolitan State College of Denver 2003 — 2005
Bachelor of Science, Accounting
University of Wisconsin-Milwaukee 1992 — 1998
Anthropology
C Patrick Wilson's Hein & Associates Experience 1989 - 1989
Job Owner, Lytle & Wilson, P.C.
Industry Accounting
Experience
Lytle & Wilson, P.C. September 1994 - Present
Hein & Associates 1989 - 1989
Skills
Accounts Payable, Account Reconciliation, Tax Research, Estate Law, General Ledger, Assurance, Sarbanes-Oxley Act, Accounting System, Business Planning, Corporations, Tax Preparation, Income Tax, Accounting, Financial Modeling, Corporate Tax, Finance, Variance Analysis, Tax Returns, Partnership Taxation, S Corporations, Sales Tax, Tax Accounting, CPA, Payroll Taxes, Bookkeeping, GAAP, US GAAP, Tax
Education
McNeese State University 1967 — 1971
Accounting
University of Houston
Lytle & Wilson, P.C. September 1994 - Present
Hein & Associates 1989 - 1989
Skills
Accounts Payable, Account Reconciliation, Tax Research, Estate Law, General Ledger, Assurance, Sarbanes-Oxley Act, Accounting System, Business Planning, Corporations, Tax Preparation, Income Tax, Accounting, Financial Modeling, Corporate Tax, Finance, Variance Analysis, Tax Returns, Partnership Taxation, S Corporations, Sales Tax, Tax Accounting, CPA, Payroll Taxes, Bookkeeping, GAAP, US GAAP, Tax
Education
McNeese State University 1967 — 1971
Accounting
University of Houston
Phoebe Smith, CPA's Hein & Associates Experience January 2008 - Present
Job Experienced Tax and Accounting Professional
Industry Accounting
Experience
Phoebe L. Smith, CPA June 2015 - Present
Hein & Associates January 2008 - Present
Colorado Business Bank September 2006 - December 2007
Horizon Banks 2006 - 2006
Horizon Banks September 2004 - 2006
American National Bank August 2002 - September 2004
Skills
Tax, CPA, Cash Management, Income Tax, Corporate Tax, Tax Research, Tax Accounting, Partnership Taxation, Tax Returns, Tax Preparation, Microsoft Excel, Accounting, SEC filings, GAAP
Education
University of Colorado at Boulder - Leeds School of Business 1996 — 2003
Bachelor of Business Administration (B.B.A.)
Metropolitan State University of Denver 2006 — 2007
Mapleton, Bear Creek, Baseline Middle School, Fairvew H.S. 1985 — 1996
Phoebe L. Smith, CPA June 2015 - Present
Hein & Associates January 2008 - Present
Colorado Business Bank September 2006 - December 2007
Horizon Banks 2006 - 2006
Horizon Banks September 2004 - 2006
American National Bank August 2002 - September 2004
Skills
Tax, CPA, Cash Management, Income Tax, Corporate Tax, Tax Research, Tax Accounting, Partnership Taxation, Tax Returns, Tax Preparation, Microsoft Excel, Accounting, SEC filings, GAAP
Education
University of Colorado at Boulder - Leeds School of Business 1996 — 2003
Bachelor of Business Administration (B.B.A.)
Metropolitan State University of Denver 2006 — 2007
Mapleton, Bear Creek, Baseline Middle School, Fairvew H.S. 1985 — 1996
Brian Herbert's Hein & Associates Experience November 2008 - April 2012
Job Senior Manager Domestic Tax at IHS
Industry Accounting
Experience
IHS May 2012 - Present
Hein & Associates November 2008 - April 2012
Deloitte Tax, LLP January 2006 - November 2008
Skills
Tax Research, Partnership Taxation, Corporate Tax, Income Tax, Tax Returns, Tax Preparation, Tax, Accounting, Financial Reporting, Tax Accounting, General Ledger, Financial Analysis, Fixed Assets, GAAP
Education
University of Denver 2005 — 2005
Masters, Tax
Idaho State University 2000 — 2004
Bachelor of Science (B.S.), Accounting
IHS May 2012 - Present
Hein & Associates November 2008 - April 2012
Deloitte Tax, LLP January 2006 - November 2008
Skills
Tax Research, Partnership Taxation, Corporate Tax, Income Tax, Tax Returns, Tax Preparation, Tax, Accounting, Financial Reporting, Tax Accounting, General Ledger, Financial Analysis, Fixed Assets, GAAP
Education
University of Denver 2005 — 2005
Masters, Tax
Idaho State University 2000 — 2004
Bachelor of Science (B.S.), Accounting
Carrie Osicka's Hein & Associates Experience January 2006 - December 2008
Job Manager of Business Analysis at Resolute Energy Corporation
Industry Accounting
Experience
Resolute Energy Corporation November 2010 - Present
Resolute Energy Corporation December 2008 - November 2010
Hein & Associates January 2006 - December 2008
BKD, LLP January 2005 - December 2005
Skills
Strategic Financial..., Forecasting, A&D, Board of Directors..., Rating Agency Relations, Hedging, Financial Modeling, Investor Relations..., Reserve Analysis, Compensation analysis, Stock compensation..., Financial Reporting, Enertia, BOLO, Accounting, Financial Analysis, SEC filings, Budgets, Auditing, SEC Filings, Sarbanes-Oxley Act, Financial Accounting
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Metropolitan State University of Denver 1999 — 2004
BS, Accounting
Resolute Energy Corporation November 2010 - Present
Resolute Energy Corporation December 2008 - November 2010
Hein & Associates January 2006 - December 2008
BKD, LLP January 2005 - December 2005
Skills
Strategic Financial..., Forecasting, A&D, Board of Directors..., Rating Agency Relations, Hedging, Financial Modeling, Investor Relations..., Reserve Analysis, Compensation analysis, Stock compensation..., Financial Reporting, Enertia, BOLO, Accounting, Financial Analysis, SEC filings, Budgets, Auditing, SEC Filings, Sarbanes-Oxley Act, Financial Accounting
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Metropolitan State University of Denver 1999 — 2004
BS, Accounting
Paul Dickman's Hein & Associates Experience August 2005 - January 2007
Job Chief Financial Officer
Industry Accounting
Experience
Superior Traffic Controls, LLC November 2012 - Present
Vintages Handcrafted Wine International, Inc. October 2012 - Present
CHINESEINVESTORS.COM November 2009 - Present
Paul Dickman, CPA February 2009 - Present
Northstar Commercial Partners February 2007 - October 2009
Hein & Associates August 2005 - January 2007
Cherry, Bekaert & Holland August 2003 - April 2005
Skills
SEC Accounting &..., Internal Controls..., Equity and Debt Sourcing, Start-up Consulting, Financial Statement..., Financial Modeling, Internal Controls, Auditing, Finance, Accounting, Corporate Tax, Mergers & Acquisitions, Entrepreneurship, Financial Analysis, Management, CPA, Due Diligence, Financial Reporting, Financial Audits
Education
Colorado State University 2008 — 2008
Certificate, Construction Management
Bob Jones University 1998 — 2002
Bachelors of Science, Financial Management & Accounting
Bob Jones University 1998 — 2002
Bachelor of Science, Finance & Accounting
Superior Traffic Controls, LLC November 2012 - Present
Vintages Handcrafted Wine International, Inc. October 2012 - Present
CHINESEINVESTORS.COM November 2009 - Present
Paul Dickman, CPA February 2009 - Present
Northstar Commercial Partners February 2007 - October 2009
Hein & Associates August 2005 - January 2007
Cherry, Bekaert & Holland August 2003 - April 2005
Skills
SEC Accounting &..., Internal Controls..., Equity and Debt Sourcing, Start-up Consulting, Financial Statement..., Financial Modeling, Internal Controls, Auditing, Finance, Accounting, Corporate Tax, Mergers & Acquisitions, Entrepreneurship, Financial Analysis, Management, CPA, Due Diligence, Financial Reporting, Financial Audits
Education
Colorado State University 2008 — 2008
Certificate, Construction Management
Bob Jones University 1998 — 2002
Bachelors of Science, Financial Management & Accounting
Bob Jones University 1998 — 2002
Bachelor of Science, Finance & Accounting
Jennifer Capser, CPA's Hein & Associates Experience November 2014 - Present
Job Tax Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates November 2014 - Present
EKS&H September 2013 - November 2014
Borchardt Senger & Associates, LLC November 2012 - September 2013
Hein & Associates, LLP August 2004 - October 2012
CBIZ July 2003 - August 2004
A&E Architects, P.C. 1998 - 2002
Skills
CPA, Partnership Taxation, Accounting, Tax Preparation, Tax Returns, Income Tax, S Corporations, Tax Research, Tax, Tax Accounting, Tax Advisory, State Tax, Accounts Receivable, QuickBooks, Corporate Tax
Education
University of Denver 2002 — 2003
Masters of Tax
BDF
BDF
Montana State University-Billings
Bachelor of Science in Business Administration, Accounting
Hein & Associates November 2014 - Present
EKS&H September 2013 - November 2014
Borchardt Senger & Associates, LLC November 2012 - September 2013
Hein & Associates, LLP August 2004 - October 2012
CBIZ July 2003 - August 2004
A&E Architects, P.C. 1998 - 2002
Skills
CPA, Partnership Taxation, Accounting, Tax Preparation, Tax Returns, Income Tax, S Corporations, Tax Research, Tax, Tax Accounting, Tax Advisory, State Tax, Accounts Receivable, QuickBooks, Corporate Tax
Education
University of Denver 2002 — 2003
Masters of Tax
BDF
BDF
Montana State University-Billings
Bachelor of Science in Business Administration, Accounting
Jonathan Anton's Hein & Associates Experience
Job Audit Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates
Skills
Sarbanes-Oxley, General Ledger, Partnership Taxation, SEC filings, Corporate Tax, Tax, US GAAP, Financial Statements, Internal Audit, GAAP, External Audit, Assurance, Due Diligence, Income Tax, Sarbanes-Oxley Act, Tax Accounting, Auditing, Account Reconciliation, Financial Audits, Financial Accounting, Financial Analysis, CPA, Consolidation, Revenue Recognition, Internal Controls, Financial Reporting, Accounting, IFRS
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
Bachelor, Accounting
Hein & Associates
Skills
Sarbanes-Oxley, General Ledger, Partnership Taxation, SEC filings, Corporate Tax, Tax, US GAAP, Financial Statements, Internal Audit, GAAP, External Audit, Assurance, Due Diligence, Income Tax, Sarbanes-Oxley Act, Tax Accounting, Auditing, Account Reconciliation, Financial Audits, Financial Accounting, Financial Analysis, CPA, Consolidation, Revenue Recognition, Internal Controls, Financial Reporting, Accounting, IFRS
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2001 — 2006
Bachelor, Accounting
Pamela Kocsis's Hein & Associates Experience January 2005 - November 2008
Job PDK & Company LLC, Managing Member
Industry Oil & Energy
Experience
PDK & Company, LLC February 2012 - Present
Enerplus Resources November 2008 - February 2012
Hein & Associates January 2005 - November 2008
Skills
Excalibur, Natural Gas, Energy Industry, Accounts Payable, Auditing, Integra Systems, Financial Analysis, Financial Reporting, Budget, Microsoft Office, AFE Navigator, Essbase, ESI Manage, Oildex, Revenue, Joint Ventures
Education
Metropolitan State University of Denver 2001 — 2004
BS, Accounting
The University of Texas at Austin 1987 — 1991
BA, Journalism
PDK & Company, LLC February 2012 - Present
Enerplus Resources November 2008 - February 2012
Hein & Associates January 2005 - November 2008
Skills
Excalibur, Natural Gas, Energy Industry, Accounts Payable, Auditing, Integra Systems, Financial Analysis, Financial Reporting, Budget, Microsoft Office, AFE Navigator, Essbase, ESI Manage, Oildex, Revenue, Joint Ventures
Education
Metropolitan State University of Denver 2001 — 2004
BS, Accounting
The University of Texas at Austin 1987 — 1991
BA, Journalism
Carolyn Duffy's Hein & Associates Experience June 2012 - Present
Job Retired
Industry Accounting
Experience
Hein & Associates June 2012 - Present
Education
University of Colorado Boulder 1978 — 1981
MS, Accounting
Marquette University 1964 — 1968
BS, Mathematics
Hein & Associates June 2012 - Present
Education
University of Colorado Boulder 1978 — 1981
MS, Accounting
Marquette University 1964 — 1968
BS, Mathematics
Joe Utterback's Hein & Associates Experience 2014 - Present
Job Tax Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates 2014 - Present
Hein & Associates August 2011 - July 2014
Deloitte January 2010 - August 2011
St. Mary Land & Exploration Company August 2006 - August 2008
Skills
Tax, Partnership Taxation, Tax Accounting, Corporate Tax, Income Tax, CPA, Tax Preparation, US Tax, Tax Returns, GoSystems, Tax Research, FAS109, Preparation, Energy, Oil & Gas Industry
Education
University of Denver - Sturm College of Law 2008 — 2009
M.T., Taxation
Lewis University 2004 — 2005
B.A., Accounting, Business, Criminal Justice
Hein & Associates 2014 - Present
Hein & Associates August 2011 - July 2014
Deloitte January 2010 - August 2011
St. Mary Land & Exploration Company August 2006 - August 2008
Skills
Tax, Partnership Taxation, Tax Accounting, Corporate Tax, Income Tax, CPA, Tax Preparation, US Tax, Tax Returns, GoSystems, Tax Research, FAS109, Preparation, Energy, Oil & Gas Industry
Education
University of Denver - Sturm College of Law 2008 — 2009
M.T., Taxation
Lewis University 2004 — 2005
B.A., Accounting, Business, Criminal Justice
Brent Alexander's Hein & Associates Experience July 2009 - December 2011
Job Partner at Alexander & Lievens, PC
Industry Accounting
Experience
Alexander & Lievens, PC December 2011 - Present
Hein & Associates July 2009 - December 2011
Hartman Leito & Bolt LLP November 2007 - December 2008
Hein & Associates April 2006 - November 2007
Skills
Corporate Tax
Education
Abilene Christian University
Bachelor, Accountancy
Alexander & Lievens, PC December 2011 - Present
Hein & Associates July 2009 - December 2011
Hartman Leito & Bolt LLP November 2007 - December 2008
Hein & Associates April 2006 - November 2007
Skills
Corporate Tax
Education
Abilene Christian University
Bachelor, Accountancy
Kim Westlake's Hein & Associates Experience January 2010 - July 2014
Job Tax Manager at NGL Energy Partners LP
Industry Accounting
Experience
NGL Energy Partners LP August 2014 - Present
Hein & Associates January 2010 - July 2014
Clifton Gunderson LLP November 2008 - January 2010
Crowe Chizek December 2006 - November 2008
Skills
CPA, Tax Accounting, Tax, Financial Accounting, Accounting, Budgets, GAAP
Education
Indiana University - Kelley School of Business 2004 — 2006
Masters of Professional Accountancy, Accounting
Purdue University 1994 — 1999
NGL Energy Partners LP August 2014 - Present
Hein & Associates January 2010 - July 2014
Clifton Gunderson LLP November 2008 - January 2010
Crowe Chizek December 2006 - November 2008
Skills
CPA, Tax Accounting, Tax, Financial Accounting, Accounting, Budgets, GAAP
Education
Indiana University - Kelley School of Business 2004 — 2006
Masters of Professional Accountancy, Accounting
Purdue University 1994 — 1999
John Lencioni's Hein & Associates Experience 1999 - 2000
Job Assistant Corporate Controller at Ingram Micro Inc.
Industry Information Technology and Services
Experience
Ingram Micro Inc. June 2002 - Present
Ingram Micro August 2000 - June 2002
Hein & Associates 1999 - 2000
BAX Global 1997 - 1999
IKON Office Solutions 1994 - 1996
Ernst & Young 1986 - 1994
Skills
Auditing, Due Diligence, Finance, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Forecasting, Accounting, Financial Analysis, US GAAP, Process Improvement, SEC filings
Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Business Administration with Accounting Concentration
Ingram Micro Inc. June 2002 - Present
Ingram Micro August 2000 - June 2002
Hein & Associates 1999 - 2000
BAX Global 1997 - 1999
IKON Office Solutions 1994 - 1996
Ernst & Young 1986 - 1994
Skills
Auditing, Due Diligence, Finance, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Forecasting, Accounting, Financial Analysis, US GAAP, Process Improvement, SEC filings
Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Business Administration with Accounting Concentration
Debbie Schreiber, CPA's Hein & Associates Experience January 2004 - June 2004
Job General Ledger Accountant at Swingle Lawn, Tree & Landscape Care
Industry Accounting
Experience
Swingle Lawn, Tree & Landscape Care September 2014 - Present
DCP Midstream October 2013 - November 2013
MediaNews Group April 2013 - June 2013
StoneRiver May 2011 - February 2013
Securcare Self Storage September 2010 - January 2011
CollegeInvest April 2010 - July 2010
Pro Build August 2009 - December 2009
Forest City Enterprises January 2005 - November 2008
Echostar July 2004 - January 2005
Hein & Associates January 2004 - June 2004
Skills
Sarbanes-Oxley Act, Payroll, Accounting, Internal Controls, Auditing, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Flow, Journal Entries, Finance, SAP, Financial Statements, Tax, Internal Audit, Budgets, Bank Reconciliation, Great Plains Software, Invoicing, Financial Reporting
Education
Metropolitan State College of Denver 2000 — 2003
B.S. in Accounting, Accounting
Northern Montana College 1986 — 1990
Bachelors, Business Administration
Swingle Lawn, Tree & Landscape Care September 2014 - Present
DCP Midstream October 2013 - November 2013
MediaNews Group April 2013 - June 2013
StoneRiver May 2011 - February 2013
Securcare Self Storage September 2010 - January 2011
CollegeInvest April 2010 - July 2010
Pro Build August 2009 - December 2009
Forest City Enterprises January 2005 - November 2008
Echostar July 2004 - January 2005
Hein & Associates January 2004 - June 2004
Skills
Sarbanes-Oxley Act, Payroll, Accounting, Internal Controls, Auditing, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Flow, Journal Entries, Finance, SAP, Financial Statements, Tax, Internal Audit, Budgets, Bank Reconciliation, Great Plains Software, Invoicing, Financial Reporting
Education
Metropolitan State College of Denver 2000 — 2003
B.S. in Accounting, Accounting
Northern Montana College 1986 — 1990
Bachelors, Business Administration
Jennifer Elder's Hein & Associates Experience May 2005 - Present
Job Audit Partner at Hein & Associates
Industry Accounting
Experience
Hein & Associates May 2005 - Present
Deloitte December 2003 - April 2005
Williams Company July 1998 - December 2003
Skills
Audit, SOX, Derivatives, Hedging, Trading, Energy, Energy Trading, Internal Controls, Commodities, Financial Reporting, Accounting, Swaps, US GAAP, Sarbanes-Oxley Act, Auditing, Finance, GAAP, Internal Audit, Valuation
Education
Oklahoma State University 1999 — 2000
MBA, International Business
Oklahoma State University 1995 — 1998
BS, Accounting
Hein & Associates May 2005 - Present
Deloitte December 2003 - April 2005
Williams Company July 1998 - December 2003
Skills
Audit, SOX, Derivatives, Hedging, Trading, Energy, Energy Trading, Internal Controls, Commodities, Financial Reporting, Accounting, Swaps, US GAAP, Sarbanes-Oxley Act, Auditing, Finance, GAAP, Internal Audit, Valuation
Education
Oklahoma State University 1999 — 2000
MBA, International Business
Oklahoma State University 1995 — 1998
BS, Accounting
Tami Rash's Hein & Associates Experience 1987 - 1996
Job Tax Operations Director for Experis (fka Jefferson Wells)
Industry Accounting
Experience
Experis April 2007 - Present
Corporate Express 2003 - 2007
Graphic Packaging International 1999 - 2003
Golden Technologies a spin off of the Coors Brewing Company 1996 - 1999
Hein & Associates 1987 - 1996
John Hanson & Co 1986 - 1987
Skills
Corporate Tax, Tax Research, Tax Compliance, Tax Audits, Use Tax, Income Tax, Risk Advisory, Tax, Compliance, Tax Accounting, FAS109, Federal Tax, International Tax, Property Tax, Tax Advisory, Tax Reporting, Tax Strategies, Tax Services, Tax Credits, Tax Return Preparation, Sales Tax, Tax Controversy, Tax Returns, Tax Law, Forensic Accounting, CPA, Tax Preparation, Auditing, Accounting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, GAAP, Transfer Pricing, State Tax, US GAAP, FIN 48, Sarbanes-Oxley
Education
University of Denver 1993 — 1995
MT, Tax
Metropolitan State University of Denver 1985 — 1990
BS, Accounting
Experis April 2007 - Present
Corporate Express 2003 - 2007
Graphic Packaging International 1999 - 2003
Golden Technologies a spin off of the Coors Brewing Company 1996 - 1999
Hein & Associates 1987 - 1996
John Hanson & Co 1986 - 1987
Skills
Corporate Tax, Tax Research, Tax Compliance, Tax Audits, Use Tax, Income Tax, Risk Advisory, Tax, Compliance, Tax Accounting, FAS109, Federal Tax, International Tax, Property Tax, Tax Advisory, Tax Reporting, Tax Strategies, Tax Services, Tax Credits, Tax Return Preparation, Sales Tax, Tax Controversy, Tax Returns, Tax Law, Forensic Accounting, CPA, Tax Preparation, Auditing, Accounting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, GAAP, Transfer Pricing, State Tax, US GAAP, FIN 48, Sarbanes-Oxley
Education
University of Denver 1993 — 1995
MT, Tax
Metropolitan State University of Denver 1985 — 1990
BS, Accounting
Emily Whitney's Hein & Associates Experience November 2012 - September 2013
Job Executive Assistant at Index Ventures
Industry Marketing and Advertising
Experience
Index Ventures April 2014 - Present
Origami Logic November 2013 - February 2014
Hein & Associates November 2012 - September 2013
CBRE February 2010 - May 2012
VerHalen, Inc. May 2007 - August 2008
Active Marketing Group May 2006 - August 2007
Skills
Customer Service, Event Planning, Microsoft Office, Spanish, PowerPoint, Time Management, Marketing, Microsoft Word, Budgets, Social Media, Microsoft Excel, Real Estate, Outlook, Social Networking, Social Media Marketing
Education
University of Saint Thomas - School of Business 2005 — 2009
Marketing and Spanish
University of St. Thomas 2005 — 2009
Marketing and Spanish
Bond University 2008 — 2008
Marketing
IES-Barcelona 2007 — 2007
Business, Management Across Borders, International Marketing and Spanish
Green Bay Southwest
Index Ventures April 2014 - Present
Origami Logic November 2013 - February 2014
Hein & Associates November 2012 - September 2013
CBRE February 2010 - May 2012
VerHalen, Inc. May 2007 - August 2008
Active Marketing Group May 2006 - August 2007
Skills
Customer Service, Event Planning, Microsoft Office, Spanish, PowerPoint, Time Management, Marketing, Microsoft Word, Budgets, Social Media, Microsoft Excel, Real Estate, Outlook, Social Networking, Social Media Marketing
Education
University of Saint Thomas - School of Business 2005 — 2009
Marketing and Spanish
University of St. Thomas 2005 — 2009
Marketing and Spanish
Bond University 2008 — 2008
Marketing
IES-Barcelona 2007 — 2007
Business, Management Across Borders, International Marketing and Spanish
Green Bay Southwest
Nathaniel Hawley's Hein & Associates Experience September 2006 - April 2013
Job Controller at Intervention Energy, LLC
Industry Accounting
Experience
Intervention Energy, LLC April 2013 - Present
Hein & Associates September 2006 - April 2013
Skills
SEC reporting, Financial Reporting, Audit, Accounting, GAAP, Oil, Auditing, Technical Accounting, Excel, FASB, Microsoft Office, Research, Financial Accounting, US GAAP, Cash Flow, Manufacturing, IFRS, SEC filings, Internal Controls, Sarbanes-Oxley, CPA, Sarbanes-Oxley Act
Education
Duquesne University 2005 — 2006
Master's, Accountancy
John Carroll University 2000 — 2004
Bachelor's, Accounting
Knoch High School 1997 — 2000
St. Luke's 1986 — 1996
Intervention Energy, LLC April 2013 - Present
Hein & Associates September 2006 - April 2013
Skills
SEC reporting, Financial Reporting, Audit, Accounting, GAAP, Oil, Auditing, Technical Accounting, Excel, FASB, Microsoft Office, Research, Financial Accounting, US GAAP, Cash Flow, Manufacturing, IFRS, SEC filings, Internal Controls, Sarbanes-Oxley, CPA, Sarbanes-Oxley Act
Education
Duquesne University 2005 — 2006
Master's, Accountancy
John Carroll University 2000 — 2004
Bachelor's, Accounting
Knoch High School 1997 — 2000
St. Luke's 1986 — 1996
Beth Evans's Hein & Associates Experience October 2010 - October 2012
Job Financial Analyst at Oxy
Industry Accounting
Brian Leppa's Hein & Associates Experience 2003 - August 2012
Job Tax Director Federal and International at Nexeo Solutions, LLC
Industry Accounting
Experience
Nexeo Solutions, LLC August 2012 - Present
Hein & Associates 2003 - August 2012
deloitte 1997 - 2003
Skills
Tax, Corporate Tax, Tax Accounting, CPA, International Tax, SEC filings, US GAAP, Tax Research, FIN 48
Education
Baylor University - Hankamer School of Business 1990 — 1994
Accounting
Nexeo Solutions, LLC August 2012 - Present
Hein & Associates 2003 - August 2012
deloitte 1997 - 2003
Skills
Tax, Corporate Tax, Tax Accounting, CPA, International Tax, SEC filings, US GAAP, Tax Research, FIN 48
Education
Baylor University - Hankamer School of Business 1990 — 1994
Accounting
Danielle Ems's Hein & Associates Experience January 2004 - January 2005
Job Financial Reporting Manager at MOARK LLC
Industry Food Production
Experience
MOARK LLC October 2008 - Present
Squar Milner January 2005 - July 2008
Hein & Associates January 2004 - January 2005
KS&Co August 1999 - October 2003
LCP International March 1994 - July 1999
Skills
SEC filings, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, US GAAP, Mergers & Acquisitions, Revenue Recognition, Internal Controls, Auditing, Cost Accounting, General Ledger, Consolidation
Education
California State University-Long Beach 1989 — 1993
BS, Accountancy
MOARK LLC October 2008 - Present
Squar Milner January 2005 - July 2008
Hein & Associates January 2004 - January 2005
KS&Co August 1999 - October 2003
LCP International March 1994 - July 1999
Skills
SEC filings, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, US GAAP, Mergers & Acquisitions, Revenue Recognition, Internal Controls, Auditing, Cost Accounting, General Ledger, Consolidation
Education
California State University-Long Beach 1989 — 1993
BS, Accountancy
Ken Nollsch, CPA's Hein & Associates Experience July 2011 - August 2012
Job Oil & Gas consultant
Industry Accounting
Experience
Opportune LLP May 2014 - Present
Ping Identity August 2012 - April 2014
Hein & Associates July 2011 - August 2012
Hein & Associates August 2008 - July 2011
Skills
SEC filings, GAAP, US GAAP, CPA, Auditing, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, 10Q, FASB, Tax Research, Financial Accounting, Financial Analysis, General Ledger, Financial Statements, Budgets, Sarbanes-Oxley, Revenue Recognition
Education
Metropolitan State College of Denver 2002 — 2004
Bachelor's degree, Accounting
University of Colorado at Boulder 1987 — 1990
Opportune LLP May 2014 - Present
Ping Identity August 2012 - April 2014
Hein & Associates July 2011 - August 2012
Hein & Associates August 2008 - July 2011
Skills
SEC filings, GAAP, US GAAP, CPA, Auditing, Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, 10Q, FASB, Tax Research, Financial Accounting, Financial Analysis, General Ledger, Financial Statements, Budgets, Sarbanes-Oxley, Revenue Recognition
Education
Metropolitan State College of Denver 2002 — 2004
Bachelor's degree, Accounting
University of Colorado at Boulder 1987 — 1990
Shanna Crabb's Hein & Associates Experience October 2007 - May 2014
Job Audit Supervisor at LBB & Associates Ltd., LLP
Industry Accounting
Experience
LBB & Associates Ltd., LLP May 2014 - Present
Deus Vult 2004 - Present
Raleigh W. Johson & Company 1997 - Present
Hein & Associates October 2007 - May 2014
Mohle Adams LLP 2000 - 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1990 - 1995
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, 10K, Fixed Assets, Financial Analysis, Budgets, Accounts Receivable, GAAP, Accounts Payable, General Ledger, Sarbanes-Oxley Act, QuickBooks, US GAAP, Financial Statements, Financial Accounting, 10Q, SEC filings, External Audit, Payroll, Tax, CPA, Financial Audits
Education
LeTourneau University
Business Administration
LBB & Associates Ltd., LLP May 2014 - Present
Deus Vult 2004 - Present
Raleigh W. Johson & Company 1997 - Present
Hein & Associates October 2007 - May 2014
Mohle Adams LLP 2000 - 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1990 - 1995
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, 10K, Fixed Assets, Financial Analysis, Budgets, Accounts Receivable, GAAP, Accounts Payable, General Ledger, Sarbanes-Oxley Act, QuickBooks, US GAAP, Financial Statements, Financial Accounting, 10Q, SEC filings, External Audit, Payroll, Tax, CPA, Financial Audits
Education
LeTourneau University
Business Administration
Josh Bloese's Hein & Associates Experience September 2011 - Present
Job Audit Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates September 2011 - Present
Hein & Associates September 2011 - July 2015
Hein and Associates September 2011 - August 2013
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, GAAP, Sarbanes-Oxley Act, General Ledger
Education
University of Colorado Denver 2008 — 2010
MS, Accounting
Colorado State University 2000 — 2004
Bachelor of Science (BS), Biology/Biological Sciences, General
Hein & Associates September 2011 - Present
Hein & Associates September 2011 - July 2015
Hein and Associates September 2011 - August 2013
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, GAAP, Sarbanes-Oxley Act, General Ledger
Education
University of Colorado Denver 2008 — 2010
MS, Accounting
Colorado State University 2000 — 2004
Bachelor of Science (BS), Biology/Biological Sciences, General
Adam Chamberlain's Hein & Associates Experience February 2006 - July 2011
Job Senior Tax Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young October 2012 - Present
EnergySolutions July 2011 - October 2012
Hein & Associates February 2006 - July 2011
PwC August 2004 - January 2006
Skills
CPA
Education
New Mexico State University 2000 — 2001
Master of Business Administration (MBA)
Utah State University 1997 — 1999
Bachelor's degree, Accounting
Ernst & Young October 2012 - Present
EnergySolutions July 2011 - October 2012
Hein & Associates February 2006 - July 2011
PwC August 2004 - January 2006
Skills
CPA
Education
New Mexico State University 2000 — 2001
Master of Business Administration (MBA)
Utah State University 1997 — 1999
Bachelor's degree, Accounting
Ashley Hutchison, CPA's Hein & Associates Experience December 2013 - September 2015
Job Sr. Fixed Assets Analyst
Industry Accounting
Experience
Carter's OshKosh B'gosh September 2015 - Present
Hein & Associates December 2013 - September 2015
MDC Holdings, Inc. April 2013 - December 2013
Anton Collins Mitchell LLP May 2010 - April 2013
BDO Seidman, LLP January 2008 - April 2010
Skills
GAAP, Auditing, US GAAP, CPA, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Revenue Recognition, Financial Analysis
Education
Charleston Southern University 2003 — 2007
BS, Business Accounting
Carter's OshKosh B'gosh September 2015 - Present
Hein & Associates December 2013 - September 2015
MDC Holdings, Inc. April 2013 - December 2013
Anton Collins Mitchell LLP May 2010 - April 2013
BDO Seidman, LLP January 2008 - April 2010
Skills
GAAP, Auditing, US GAAP, CPA, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Revenue Recognition, Financial Analysis
Education
Charleston Southern University 2003 — 2007
BS, Business Accounting
Brad Jamison, CPA's Hein & Associates Experience August 2014 - Present
Job Senior Audit Associate at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2014 - Present
Hein & Associates September 2012 - July 2014
Hein & Associates January 2012 - April 2012
College Works Painting March 2008 - August 2008
Skills
Microsoft Word, Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Public Speaking, Accounts Payable, General Ledger, Financial Reporting, Budgets, Access, Financial Accounting, SEC filings, GAAP, Auditing
Education
University of Houston, C.T. Bauer College of Business 2011 — 2012
Master of Science (M.S.), Accountancy
University of Houston, C.T. Bauer College of Business 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Lancaster University 2008 — 2008
Study abroad
Hein & Associates August 2014 - Present
Hein & Associates September 2012 - July 2014
Hein & Associates January 2012 - April 2012
College Works Painting March 2008 - August 2008
Skills
Microsoft Word, Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Public Speaking, Accounts Payable, General Ledger, Financial Reporting, Budgets, Access, Financial Accounting, SEC filings, GAAP, Auditing
Education
University of Houston, C.T. Bauer College of Business 2011 — 2012
Master of Science (M.S.), Accountancy
University of Houston, C.T. Bauer College of Business 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Lancaster University 2008 — 2008
Study abroad
Brian Parmelee's Hein & Associates Experience August 2013 - Present
Job Director, Tax Provision Services at Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates August 2013 - Present
Hein & Associates August 2010 - August 2013
Deloitte & Touche August 1997 - August 2010
Skills
Corporate Tax, Tax Research, Tax Accounting, FIN 48, International Tax
Education
University of Denver 1996 — 1997
Master in Tax, Accounting - Tax
Brigham Young University 1990 — 1996
BS Accounting, Accounting
Hein & Associates August 2013 - Present
Hein & Associates August 2010 - August 2013
Deloitte & Touche August 1997 - August 2010
Skills
Corporate Tax, Tax Research, Tax Accounting, FIN 48, International Tax
Education
University of Denver 1996 — 1997
Master in Tax, Accounting - Tax
Brigham Young University 1990 — 1996
BS Accounting, Accounting
Martin Tschida's Hein & Associates Experience July 2011 - Present
Job State and Local Tax Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates July 2011 - Present
Crowe Horwath LLP September 2007 - July 2011
Skills
Tax Returns, Tax, State Tax, Accounting, PowerPoint, Tax Research, Microsoft Office, Income Tax, Tax Accounting, S Corporations, Corporate Tax
Education
Purdue University 2002 — 2007
Accounting, Management
Hein & Associates July 2011 - Present
Crowe Horwath LLP September 2007 - July 2011
Skills
Tax Returns, Tax, State Tax, Accounting, PowerPoint, Tax Research, Microsoft Office, Income Tax, Tax Accounting, S Corporations, Corporate Tax
Education
Purdue University 2002 — 2007
Accounting, Management
LaToya Shaw's Hein & Associates Experience October 2011 - November 2014
Job Financial Reporting Manager at Atinum Energy Investments, LLC
Industry
Experience
Atinum Energy Investments, LLC November 2014 - Present
Hein & Associates October 2011 - November 2014
Calvetti Ferguson & Wagner PC April 2006 - October 2011
PricewaterhouseCoopers 2001 - 2006
Skills
Internal Controls, US GAAP, Financial Accounting
Education
Clark Atlanta University
Atinum Energy Investments, LLC November 2014 - Present
Hein & Associates October 2011 - November 2014
Calvetti Ferguson & Wagner PC April 2006 - October 2011
PricewaterhouseCoopers 2001 - 2006
Skills
Internal Controls, US GAAP, Financial Accounting
Education
Clark Atlanta University
Landon Estay's Hein & Associates Experience October 2009 - September 2014
Job Tax Manager at Calvetti Ferguson
Industry Accounting
Experience
Calvetti Ferguson February 2015 - Present
Newpark Resources, Inc September 2014 - January 2015
Hein & Associates October 2009 - September 2014
Calpine June 2008 - August 2009
Grant Thornton LLP August 2005 - June 2008
Skills
Tax, Income Tax, International Tax, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, FIN 48, CPA, FAS 5
Education
Louisiana State University 2004 — 2005
MS, Accounting
Mississippi State University 2000 — 2004
BAcc, BBA, Accounting, Banking & Finance
Parklane Academy 1987 — 2000
High School Diploma
Calvetti Ferguson February 2015 - Present
Newpark Resources, Inc September 2014 - January 2015
Hein & Associates October 2009 - September 2014
Calpine June 2008 - August 2009
Grant Thornton LLP August 2005 - June 2008
Skills
Tax, Income Tax, International Tax, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, FIN 48, CPA, FAS 5
Education
Louisiana State University 2004 — 2005
MS, Accounting
Mississippi State University 2000 — 2004
BAcc, BBA, Accounting, Banking & Finance
Parklane Academy 1987 — 2000
High School Diploma
MARISSA (London) FIRSTENBERG, C.P.A.'s Hein & Associates Experience January 2012 - Present
Job Controller at Highlands Resorts at Christie Lodge
Industry Accounting
Experience
Highlands Resorts at Christie Lodge January 2015 - Present
Hein & Associates January 2012 - Present
London Witte & Company, P.A. May 2008 - May 2009
Skills
Tax Preparation, Tax, Tax Research, QuickBooks, Auditing, Payroll, Accounting, Financial Reporting, CPA, Financial Accounting, Tax Accounting, General Ledger, Tax Returns, GAAP, US GAAP, Income Tax, Partnership Taxation, SEC filings
Education
Nova Southeastern University
Master of Accounting, Accounting
Highlands Resorts at Christie Lodge January 2015 - Present
Hein & Associates January 2012 - Present
London Witte & Company, P.A. May 2008 - May 2009
Skills
Tax Preparation, Tax, Tax Research, QuickBooks, Auditing, Payroll, Accounting, Financial Reporting, CPA, Financial Accounting, Tax Accounting, General Ledger, Tax Returns, GAAP, US GAAP, Income Tax, Partnership Taxation, SEC filings
Education
Nova Southeastern University
Master of Accounting, Accounting
Donna Smith, CPA's Hein & Associates Experience July 1997 - July 1999
Job Tax Senior Manager at JCPenney
Industry Retail
Experience
JCPenney August 2001 - Present
Rent-A-Center August 1999 - January 2001
Hein & Associates July 1997 - July 1999
Turnage & Associates November 1996 - July 1997
Thomas Stephens & Associates June 1996 - October 1996
Jonathan Cox & Associates January 1995 - May 1996
Holtz Rubenstein & Associates July 1986 - July 1994
Skills
General Ledger, Auditing, CPA, Financial Analysis, Account Reconciliation, Income Tax, US GAAP, Financial Statements, Microsoft Excel, Tax Research, Journal Entries, Process Improvement, Corporate Tax, Tax Accounting, Managerial Finance, Accounting, Financial Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act
Education
LIU Post 1982 — 1985
BS, Accounting
Queen of the Rosary Academy
JCPenney August 2001 - Present
Rent-A-Center August 1999 - January 2001
Hein & Associates July 1997 - July 1999
Turnage & Associates November 1996 - July 1997
Thomas Stephens & Associates June 1996 - October 1996
Jonathan Cox & Associates January 1995 - May 1996
Holtz Rubenstein & Associates July 1986 - July 1994
Skills
General Ledger, Auditing, CPA, Financial Analysis, Account Reconciliation, Income Tax, US GAAP, Financial Statements, Microsoft Excel, Tax Research, Journal Entries, Process Improvement, Corporate Tax, Tax Accounting, Managerial Finance, Accounting, Financial Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act
Education
LIU Post 1982 — 1985
BS, Accounting
Queen of the Rosary Academy
Andrew Roush, CPA's Hein & Associates Experience July 2012 - Present
Job Tax Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates July 2012 - Present
UHY Advisors July 2010 - July 2012
UHY Advisors February 2009 - April 2009
Skills
Income Tax, Tax Preparation, FAS 109, Corporate Tax, Individual Tax, Partnership Taxation, State Tax, ASC 740, International Tax, CPA, Tax Research, FIN 48, Tax, Tax Accounting
Education
Baylor University 2005 — 2009
Bachelor's, Accounting
TCA
Hein & Associates July 2012 - Present
UHY Advisors July 2010 - July 2012
UHY Advisors February 2009 - April 2009
Skills
Income Tax, Tax Preparation, FAS 109, Corporate Tax, Individual Tax, Partnership Taxation, State Tax, ASC 740, International Tax, CPA, Tax Research, FIN 48, Tax, Tax Accounting
Education
Baylor University 2005 — 2009
Bachelor's, Accounting
TCA
Kristin Atkins's Hein & Associates Experience February 2007 - October 2011
Job Income Tax Manager at Kleinman, Guerra & Company PC
Industry Oil & Energy
Experience
Kleinman, Guerra & Company PC January 2012 - Present
Suncor Energy October 2011 - January 2012
Hein & Associates February 2007 - October 2011
Levine, Hughes, and Mithuen September 2005 - October 2006
Skills
Income Tax, Tax Returns, Partnership Taxation, State Tax, Tax Research, Tax, Corporate Tax
Education
Metropolitan State College of Denver 2003 — 2006
BS, Accounting
Kleinman, Guerra & Company PC January 2012 - Present
Suncor Energy October 2011 - January 2012
Hein & Associates February 2007 - October 2011
Levine, Hughes, and Mithuen September 2005 - October 2006
Skills
Income Tax, Tax Returns, Partnership Taxation, State Tax, Tax Research, Tax, Corporate Tax
Education
Metropolitan State College of Denver 2003 — 2006
BS, Accounting
Tate Rogers, CPA's Hein & Associates Experience December 2014 - Present
Job Business Advisory Services Associate at Hein & Associates
Industry Accounting
Experience
Hein & Associates December 2014 - Present
Fortner, Bayens, Levkulich & Garrison, P.C. November 2010 - November 2014
Skills
GAAP, Internal Controls, General Ledger, Auditing, Tax Preparation, Accounting, Financial Accounting, Financial Reporting, Fixed Assets, Internal Audit, Tax Returns, Trust Services, QuickBooks, US GAAP, CPA, Financial Analysis
Education
Colorado State University 2005 — 2009
BS in Business Administration, Accounting
Hein & Associates December 2014 - Present
Fortner, Bayens, Levkulich & Garrison, P.C. November 2010 - November 2014
Skills
GAAP, Internal Controls, General Ledger, Auditing, Tax Preparation, Accounting, Financial Accounting, Financial Reporting, Fixed Assets, Internal Audit, Tax Returns, Trust Services, QuickBooks, US GAAP, CPA, Financial Analysis
Education
Colorado State University 2005 — 2009
BS in Business Administration, Accounting
Christian Pacas's Hein & Associates Experience September 2013 - Present
Job Staff AccountantAuditor at Hein & Associates
Industry Accounting
Experience
Hein & Associates September 2013 - Present
Nordstrom April 2004 - August 2013
Bloomingdale's December 2000 - April 2004
Education
University of Colorado at Denver 2010 — 2012
Bachelor of Science (BS), Accounting, 3.2
Red Rocks Community College 2007 — 2010
Associate's degree, Business
Hein & Associates September 2013 - Present
Nordstrom April 2004 - August 2013
Bloomingdale's December 2000 - April 2004
Education
University of Colorado at Denver 2010 — 2012
Bachelor of Science (BS), Accounting, 3.2
Red Rocks Community College 2007 — 2010
Associate's degree, Business
Joyce Hormigoso's Hein & Associates Experience February 2013 - April 2013
Job Accounting Professional
Industry Accounting
Experience
Pope & Associates June 2013 - Present
Hein & Associates February 2013 - April 2013
Kling & Pathak LLP January 2008 - September 2011
Murphy, Murphy, & Murphy, CPAs November 2007 - April 2008
Skills
Income Tax
Education
California State University-Long Beach 2003 — 2007
Bachelor of Science (B.S.), Accounting
Pope & Associates June 2013 - Present
Hein & Associates February 2013 - April 2013
Kling & Pathak LLP January 2008 - September 2011
Murphy, Murphy, & Murphy, CPAs November 2007 - April 2008
Skills
Income Tax
Education
California State University-Long Beach 2003 — 2007
Bachelor of Science (B.S.), Accounting
Michio McGrath's Hein & Associates Experience November 2013 - Present
Job Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates November 2013 - Present
KPMG Australia May 2010 - June 2013
Telstra January 2009 - May 2009
Westnet January 2008 - January 2009
Skills
Qualified Chartered..., Financial Accounting, Auditing, Financial Reporting, Financial Analysis, Internal Audit, Financial Audits, IFRS, External Audit, Management
Education
Institute of Chartered Accountants Australia 2010 — 2012
Graduate Diploma of Chartered Accounting (CA)
The University of Western Australia 2004 — 2008
Bachelor of Commerce, Accounting
The University of Western Australia 2004 — 2008
Bachelor of Arts (B.A.), Japanese
Kansai Gaidai University 2007 — 2007
Bachelor of Commerce (B.Com.), Japanese
Hein & Associates November 2013 - Present
KPMG Australia May 2010 - June 2013
Telstra January 2009 - May 2009
Westnet January 2008 - January 2009
Skills
Qualified Chartered..., Financial Accounting, Auditing, Financial Reporting, Financial Analysis, Internal Audit, Financial Audits, IFRS, External Audit, Management
Education
Institute of Chartered Accountants Australia 2010 — 2012
Graduate Diploma of Chartered Accounting (CA)
The University of Western Australia 2004 — 2008
Bachelor of Commerce, Accounting
The University of Western Australia 2004 — 2008
Bachelor of Arts (B.A.), Japanese
Kansai Gaidai University 2007 — 2007
Bachelor of Commerce (B.Com.), Japanese
Alicia Harden's Hein & Associates Experience January 2015 - Present
Job Tax Associate at Hein & Assoicates, LLP
Industry Accounting
Experience
Hein & Associates January 2015 - Present
BDO USA, LLP October 2012 - January 2015
BDO USA, LLP September 2014 - October 2014
JP Services, Inc November 2009 - July 2012
Skyline Ridge September 2005 - July 2012
Skills
US GAAP, GAAP, SEC filings, CPA, Auditing, Assurance, Internal Controls, External Audit, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
Bachelor's Degree, Accounting
Hein & Associates January 2015 - Present
BDO USA, LLP October 2012 - January 2015
BDO USA, LLP September 2014 - October 2014
JP Services, Inc November 2009 - July 2012
Skyline Ridge September 2005 - July 2012
Skills
US GAAP, GAAP, SEC filings, CPA, Auditing, Assurance, Internal Controls, External Audit, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2009 — 2011
Bachelor's Degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY