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
Sharon Kelso (Crawley), CIA, MBA Sharon Kelso (Crawley), CIA, MBA's Hein & Associates Experience November 2012 - November 2014
Job Client Relationship Representative at Kforce Inc
Industry Staffing and Recruiting
Experience
Kforce Inc January 2015 - Present
Hein & Associates November 2012 - November 2014
EOG Resources April 2011 - October 2012
SNI Companies March 2010 - March 2011
TEAM Enterprises July 2006 - January 2010
Skills
Certified Internal..., Microsoft Excel, PowerPoint, Microsoft Word, Management, Accounting, Internal Controls, Internal Audit, Training, Financial Reporting, Auditing
Education
Sam Houston State University 2001 — 2006
Master of Business Administration (MBA), Accounting, 3.5
Kforce Inc January 2015 - Present
Hein & Associates November 2012 - November 2014
EOG Resources April 2011 - October 2012
SNI Companies March 2010 - March 2011
TEAM Enterprises July 2006 - January 2010
Skills
Certified Internal..., Microsoft Excel, PowerPoint, Microsoft Word, Management, Accounting, Internal Controls, Internal Audit, Training, Financial Reporting, Auditing
Education
Sam Houston State University 2001 — 2006
Master of Business Administration (MBA), Accounting, 3.5
Shannon Gibson Shannon Gibson's Hein & Associates Experience June 2014 - Present
Job National Marketing Manager at Hein & Associates
Industry Marketing and Advertising
Experience
Hein & Associates June 2014 - Present
Quadron Data Solutions September 2013 - May 2014
RMO October 2012 - September 2013
LotusGroup Advisors July 2012 - October 2012
DataPhysics Research, Inc. September 2011 - January 2012
Chevron May 2007 - November 2010
Chevron June 2002 - September 2006
Education
Saint Mary's College 2010 — 2012
MBA, Marketing and Finance
Whittier College 2003 — 2007
Bachelors, Business Marketing & Mass Communications
California High School
Stanford University
Hein & Associates June 2014 - Present
Quadron Data Solutions September 2013 - May 2014
RMO October 2012 - September 2013
LotusGroup Advisors July 2012 - October 2012
DataPhysics Research, Inc. September 2011 - January 2012
Chevron May 2007 - November 2010
Chevron June 2002 - September 2006
Education
Saint Mary's College 2010 — 2012
MBA, Marketing and Finance
Whittier College 2003 — 2007
Bachelors, Business Marketing & Mass Communications
California High School
Stanford University
Ivaylo Petrov Ivaylo Petrov's Hein & Associates Experience 2001 - 2003
Job Vice President and Chief Software Architect
Industry Computer Software
Experience
Rand Group August 2001 - Present
Hein & Associates 2001 - 2003
First Edge Sornson June 1999 - July 2001
Skills
.NET, Microsoft SQL Server, Microsoft CRM, T-SQL, ERP, Business Intelligence, Enterprise Software, ASP.NET, SharePoint, Software Development, SSRS, Business Process, Integration, Business Analysis, Microsoft Dynamics, Cloud Computing, Business Process..., Management, Visual Studio, Project Management, Software Implementation, Databases, Requirements Analysis, Software Project...
Education
University of Houston, C.T. Bauer College of Business 1995 — 1999
Bachelor's Degree, Management Information Systems
Sofia University St. Kliment Ohridski 1991 — 1994
Bachelor's Degree, Ecology
Rand Group August 2001 - Present
Hein & Associates 2001 - 2003
First Edge Sornson June 1999 - July 2001
Skills
.NET, Microsoft SQL Server, Microsoft CRM, T-SQL, ERP, Business Intelligence, Enterprise Software, ASP.NET, SharePoint, Software Development, SSRS, Business Process, Integration, Business Analysis, Microsoft Dynamics, Cloud Computing, Business Process..., Management, Visual Studio, Project Management, Software Implementation, Databases, Requirements Analysis, Software Project...
Education
University of Houston, C.T. Bauer College of Business 1995 — 1999
Bachelor's Degree, Management Information Systems
Sofia University St. Kliment Ohridski 1991 — 1994
Bachelor's Degree, Ecology
W. Michael Hsu, CPA CITP MSA W. Michael Hsu, CPA CITP MSA's Hein & Associates Experience 2007 - 2009
Job DeepSky | Entrepreneur's Accounting Department
Industry Accounting
Experience
DeepSky May 2009 - Present
Hein & Associates 2007 - 2009
Security Corporation January 2006 - March 2007
Walsh College January 2006 - March 2007
Skills
Accounting, Entrepreneur, Internal Controls, Financial Reporting, outsourced accounting, accounting for service..., Accounting for Small..., Outsourcing, Entrepreneurship, Auditing, General Ledger, Finance, Start-ups, CPA, Management, Business Planning, Small Business, Leadership, Strategic Vision, CRM, Tax, Mergers & Acquisitions, Xero, Accounts Receivable, Bookkeeping, Accounts Payable, QuickBooks
Education
Walsh College 2006 — 2007
M.S., Accountancy
University of California, Santa Barbara 2002 — 2005
B.A., Business Economics w/ Accounting Emphasis
DeepSky May 2009 - Present
Hein & Associates 2007 - 2009
Security Corporation January 2006 - March 2007
Walsh College January 2006 - March 2007
Skills
Accounting, Entrepreneur, Internal Controls, Financial Reporting, outsourced accounting, accounting for service..., Accounting for Small..., Outsourcing, Entrepreneurship, Auditing, General Ledger, Finance, Start-ups, CPA, Management, Business Planning, Small Business, Leadership, Strategic Vision, CRM, Tax, Mergers & Acquisitions, Xero, Accounts Receivable, Bookkeeping, Accounts Payable, QuickBooks
Education
Walsh College 2006 — 2007
M.S., Accountancy
University of California, Santa Barbara 2002 — 2005
B.A., Business Economics w/ Accounting Emphasis
Katya Newton Katya Newton's Hein & Associates Experience 2006 - 2008
Job Audit Manager at Carr, Gouveia + Associates, CPAs
Industry Accounting
Experience
Carr, Gouveia + Associates, CPAs September 2011 - Present
Brock and Company CPAs, LLP May 2008 - September 2011
Hein & Associates 2006 - 2008
Skills
Auditing, SEC filings, CPA, Financial Reporting, Financial Accounting, Tax, GAAP, US GAAP, Business Analysis, Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Statements, General Ledger
Education
Rochester Institute of Technology 1995 — 1998
BS, Finance
Carr, Gouveia + Associates, CPAs September 2011 - Present
Brock and Company CPAs, LLP May 2008 - September 2011
Hein & Associates 2006 - 2008
Skills
Auditing, SEC filings, CPA, Financial Reporting, Financial Accounting, Tax, GAAP, US GAAP, Business Analysis, Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Statements, General Ledger
Education
Rochester Institute of Technology 1995 — 1998
BS, Finance
Brittney Hampshire Brittney Hampshire's Hein & Associates Experience September 2004 - August 2005
Job Accounting Adjunct Professor at Lone Star College
Industry Oil & Energy
Experience
Lone Star College June 2013 - May 2014
Anadarko Petroleum May 2006 - December 2008
Enterprise Products December 2005 - May 2006
Deloitte September 2005 - December 2005
Hein & Associates September 2004 - August 2005
Skills
Financial Audits, Revenue Accounting, Oil and Gas Accounting, Sarbanes-Oxley Act, SAP, Microsoft Excel, CPA, US GAAP, Internal Controls, Accounting, Financial Statements, Tax
Education
Texas A&M University 1999 — 2004
Master of Science (M.S.), Accounting, 3.7
Texas A&M University 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting, 3.8
Lone Star College June 2013 - May 2014
Anadarko Petroleum May 2006 - December 2008
Enterprise Products December 2005 - May 2006
Deloitte September 2005 - December 2005
Hein & Associates September 2004 - August 2005
Skills
Financial Audits, Revenue Accounting, Oil and Gas Accounting, Sarbanes-Oxley Act, SAP, Microsoft Excel, CPA, US GAAP, Internal Controls, Accounting, Financial Statements, Tax
Education
Texas A&M University 1999 — 2004
Master of Science (M.S.), Accounting, 3.7
Texas A&M University 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting, 3.8
Joshua Cloud Joshua Cloud's Hein & Associates Experience August 2015 - Present
Job Audit Senior at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2015 - Present
Hein & Associates September 2013 - July 2015
Cardtronics December 2012 - September 2013
Sprint Nextel August 2011 - December 2012
Skills
Accounting, Auditing, Oil & Gas Industry, SOX Compliancy, Financial Statements, General Ledger, Financial Accounting, Journal Entries, Internal Controls, Account Reconciliation, Accounts Payable, Payroll, Analysis, Financial Analysis, Microsoft Excel, Outlook, Access, Mobile Technology, Team Leadership, Leadership, QuickBooks, Microsoft Office, Time Management, Customer Satisfaction, Team Building, SEC
Education
The University of Texas at San Antonio 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Hein & Associates August 2015 - Present
Hein & Associates September 2013 - July 2015
Cardtronics December 2012 - September 2013
Sprint Nextel August 2011 - December 2012
Skills
Accounting, Auditing, Oil & Gas Industry, SOX Compliancy, Financial Statements, General Ledger, Financial Accounting, Journal Entries, Internal Controls, Account Reconciliation, Accounts Payable, Payroll, Analysis, Financial Analysis, Microsoft Excel, Outlook, Access, Mobile Technology, Team Leadership, Leadership, QuickBooks, Microsoft Office, Time Management, Customer Satisfaction, Team Building, SEC
Education
The University of Texas at San Antonio 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Scott Casarez, CPA Scott Casarez, CPA's Hein & Associates Experience November 2009 - Present
Job Audit Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates November 2009 - Present
Skills
CPA, Auditing, Oil & Gas Accounting, US GAAP, Financial Reporting, Accounting, General Ledger, Financial Accounting, Internal Controls, External Audit, Microsoft Excel
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2009
Masters of Science (Major: Accounting)
Hein & Associates November 2009 - Present
Skills
CPA, Auditing, Oil & Gas Accounting, US GAAP, Financial Reporting, Accounting, General Ledger, Financial Accounting, Internal Controls, External Audit, Microsoft Excel
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2009
Masters of Science (Major: Accounting)
★Chad Stowe, CISSP, CISA, MBA★ ★Chad Stowe, CISSP, CISA, MBA★'s Hein & Associates Experience March 2014 - Present
Job Managing Consultant at Hein & Associates
Industry Investment Banking
Experience
Hein & Associates March 2014 - Present
Regis University College for Professional Studies June 2012 - Present
Experis September 2010 - November 2013
Kaiser Permanente July 2008 - February 2009
Lehman Brothers September 2006 - January 2008
Lehman Brothers September 2006 - January 2008
Resources Global Professionals November 2002 - October 2006
StorageTek January 2000 - November 2002
Ernst and Young 1997 - 2000
Arthur Andersen 1995 - 1997
Skills
Risk Management, IT Audit, Sarbanes-Oxley Act, Governance, Internal Audit, Management, Strategy, Auditing, Leadership, Financial Risk, Information Technology, Internal Controls, CISA, SDLC, PMP, Consulting, SOX Compliancy, Enterprise Risk..., Information Securit, Information Security..., Information Security...
Education
Regis University 2007 — 2009
MBA, MBA, Honors Graduate
University of Northern Iowa 1991 — 1995
BA, Management Information Systems
Hein & Associates March 2014 - Present
Regis University College for Professional Studies June 2012 - Present
Experis September 2010 - November 2013
Kaiser Permanente July 2008 - February 2009
Lehman Brothers September 2006 - January 2008
Lehman Brothers September 2006 - January 2008
Resources Global Professionals November 2002 - October 2006
StorageTek January 2000 - November 2002
Ernst and Young 1997 - 2000
Arthur Andersen 1995 - 1997
Skills
Risk Management, IT Audit, Sarbanes-Oxley Act, Governance, Internal Audit, Management, Strategy, Auditing, Leadership, Financial Risk, Information Technology, Internal Controls, CISA, SDLC, PMP, Consulting, SOX Compliancy, Enterprise Risk..., Information Securit, Information Security..., Information Security...
Education
Regis University 2007 — 2009
MBA, MBA, Honors Graduate
University of Northern Iowa 1991 — 1995
BA, Management Information Systems
Eric Theil Eric Theil's Hein & Associates Experience March 2013 - Present
Job IT Services Manager at Hein & Associates
Industry Information Technology and Services
Experience
Hein & Associates March 2013 - Present
Hein & Associates August 2010 - March 2013
Hein & Associates January 2009 - August 2010
Hein & Associates July 2009 - December 2009
Hein & Associates November 2006 - June 2009
Flyweight, LLC September 2005 - November 2006
Mentis Broadband June 2004 - August 2005
3t Systems December 2003 - June 2004
Microsource - Greenwood Village, CO March 2003 - April 2003
Nobody in Particular Presents September 2001 - February 2003
Skills
Entrepreneurship, Web Development, Web Design, E-commerce, Software Development, .NET, Microsoft SQL Server, IT Management, Intranet Portals
Education
University of Colorado Denver 1998 — 2001
Hein & Associates March 2013 - Present
Hein & Associates August 2010 - March 2013
Hein & Associates January 2009 - August 2010
Hein & Associates July 2009 - December 2009
Hein & Associates November 2006 - June 2009
Flyweight, LLC September 2005 - November 2006
Mentis Broadband June 2004 - August 2005
3t Systems December 2003 - June 2004
Microsource - Greenwood Village, CO March 2003 - April 2003
Nobody in Particular Presents September 2001 - February 2003
Skills
Entrepreneurship, Web Development, Web Design, E-commerce, Software Development, .NET, Microsoft SQL Server, IT Management, Intranet Portals
Education
University of Colorado Denver 1998 — 2001
Allison Kaku Allison Kaku's Hein & Associates Experience August 2015 - Present
Job Graduate from University of California, Irvine
Industry Accounting
Experience
Hein & Associates August 2015 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, QuickBooks, Dance, Microsoft Office, Outlook
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (BA), Business economics
Hein & Associates August 2015 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, QuickBooks, Dance, Microsoft Office, Outlook
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (BA), Business economics
Austin Word Austin Word's Hein & Associates Experience October 2010 - November 2012
Job Experienced Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP September 2015 - Present
Grant Thornton LLP November 2013 - September 2015
Grant Thornton LLP November 2012 - October 2013
Hein & Associates October 2010 - November 2012
UHY Advisors May 2005 - September 2010
Halliburton January 2004 - December 2004
HJMRR, LLP November 2000 - December 2003
RSM McGladry (McGladry & Pullen) September 1999 - October 2000
PriceWaterhouseCoopers January 1999 - May 1999
Skills
Tax, Tax Research, Tax Returns, Accounting, Tax Compliance, Corporate Tax, Excel, Income Tax, Compliance, Manufacturing, Real Estate, Word, Quickbooks, PowerPoint, Tax Accounting, GAAP, Microsoft Office, Mergers, International Tax, Financial Reporting, Access, Research, Private Equity, Business Planning, Microsoft Word, Microsoft Excel, Tax Preparation, S Corporations, Mergers & Acquisitions, QuickBooks, Partnership Taxation, CPA, Sarbanes-Oxley Act, SEC filings
Education
Southern Methodist University 1994 — 2008
BBA, Accounting and Economics
University of Denver 1998 — 1999
MT, Taxation
Stephen F. Austin State University
Grant Thornton LLP September 2015 - Present
Grant Thornton LLP November 2013 - September 2015
Grant Thornton LLP November 2012 - October 2013
Hein & Associates October 2010 - November 2012
UHY Advisors May 2005 - September 2010
Halliburton January 2004 - December 2004
HJMRR, LLP November 2000 - December 2003
RSM McGladry (McGladry & Pullen) September 1999 - October 2000
PriceWaterhouseCoopers January 1999 - May 1999
Skills
Tax, Tax Research, Tax Returns, Accounting, Tax Compliance, Corporate Tax, Excel, Income Tax, Compliance, Manufacturing, Real Estate, Word, Quickbooks, PowerPoint, Tax Accounting, GAAP, Microsoft Office, Mergers, International Tax, Financial Reporting, Access, Research, Private Equity, Business Planning, Microsoft Word, Microsoft Excel, Tax Preparation, S Corporations, Mergers & Acquisitions, QuickBooks, Partnership Taxation, CPA, Sarbanes-Oxley Act, SEC filings
Education
Southern Methodist University 1994 — 2008
BBA, Accounting and Economics
University of Denver 1998 — 1999
MT, Taxation
Stephen F. Austin State University
Clifton McCarra Clifton McCarra's Hein & Associates Experience September 1988 - June 1991
Job Deputy Manager at NASA Johnson Space Center
Industry Government Administration
Experience
NASA Johnson Space Center June 1991 - Present
Hein & Associates September 1988 - June 1991
Cantrell, Cantrell & Associates February 1987 - September 1988
Education
University of Houston-Clear Lake 1984 — 1988
Bachelor of Science (BS), Accounting
The University of Texas at Austin 1976 — 1977
NASA Johnson Space Center June 1991 - Present
Hein & Associates September 1988 - June 1991
Cantrell, Cantrell & Associates February 1987 - September 1988
Education
University of Houston-Clear Lake 1984 — 1988
Bachelor of Science (BS), Accounting
The University of Texas at Austin 1976 — 1977
Ben Isley Ben Isley's Hein & Associates Experience August 2013 - Present
Job Tax Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2013 - Present
Hein & Associates August 2012 - Present
Hein & Associates July 2010 - August 2012
Hein & Associates July 2008 - July 2010
Hein & Associates February 2007 - May 2007
Skills
Tax Research, Partnership Taxation, FIN 48, Corporate Tax, Tax Accounting, Income Tax, Tax Returns, Tax, CPA, Tax Preparation, Tax Advisory, Accounting, ASC 740, S Corporations
Education
Texas A&M University 2007 — 2008
Master of Science (M.S.), Taxation
Texas A&M University 2003 — 2007
Bachelor of Science (B.S.), Accounting
Hein & Associates August 2013 - Present
Hein & Associates August 2012 - Present
Hein & Associates July 2010 - August 2012
Hein & Associates July 2008 - July 2010
Hein & Associates February 2007 - May 2007
Skills
Tax Research, Partnership Taxation, FIN 48, Corporate Tax, Tax Accounting, Income Tax, Tax Returns, Tax, CPA, Tax Preparation, Tax Advisory, Accounting, ASC 740, S Corporations
Education
Texas A&M University 2007 — 2008
Master of Science (M.S.), Taxation
Texas A&M University 2003 — 2007
Bachelor of Science (B.S.), Accounting
Amanda Pfefferkorn, CPA Amanda Pfefferkorn, CPA's Hein & Associates Experience January 2009 - November 2010
Job Stay at Home Mom
Industry Accounting
Experience
Self-employed February 2013 - Present
EY November 2010 - May 2013
Hein & Associates January 2009 - November 2010
Skills
Partnership Taxation, Corporate Tax, Personal Income Tax..., Tax Preparation, Oil & Gas Accounting, Tax, CPA, Income Tax
Education
Texas A&M University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Self-employed February 2013 - Present
EY November 2010 - May 2013
Hein & Associates January 2009 - November 2010
Skills
Partnership Taxation, Corporate Tax, Personal Income Tax..., Tax Preparation, Oil & Gas Accounting, Tax, CPA, Income Tax
Education
Texas A&M University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Danielle Watson, CPA's Hein & Associates Experience January 2014 - Present
Job Audit Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates January 2014 - Present
Hein & Associates July 2011 - December 2013
Hein & Associates November 2007 - July 2011
Riverstone Residential Group January 2007 - November 2007
Fortson Oil Company 2003 - 2006
Skills
US GAAP, Accounting, GAAP, SEC filings, CPA, External Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Assurance, Financial Reporting, Sarbanes-Oxley, Financial Audits, General Ledger
Education
Texas Christian University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Arlington
Master's degree, Accounting
Hein & Associates January 2014 - Present
Hein & Associates July 2011 - December 2013
Hein & Associates November 2007 - July 2011
Riverstone Residential Group January 2007 - November 2007
Fortson Oil Company 2003 - 2006
Skills
US GAAP, Accounting, GAAP, SEC filings, CPA, External Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Accounting, Assurance, Financial Reporting, Sarbanes-Oxley, Financial Audits, General Ledger
Education
Texas Christian University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Arlington
Master's degree, Accounting
Katherine Douglas Katherine Douglas's Hein & Associates Experience December 2006 - October 2011
Job Tax Supervisor, CVentures, Inc
Industry Accounting
Experience
CVentures Inc June 2015 - Present
McElvain Energy, Inc. January 2013 - February 2015
Parker & Lynch August 2012 - December 2012
Richey May & Co October 2011 - August 2012
Hein & Associates December 2006 - October 2011
Fay CPA December 2005 - November 2006
Vail Resorts May 2004 - December 2005
BiggsKofford, P.C. January 2004 - April 2004
Robert A. Reynolds, CPA March 2003 - July 2003
Skills
Partnerships, GAAP, Accounting, Tax Research, CPA, Financial Reporting, Tax, Financial Accounting, SEC filings, US GAAP, Financial Analysis, Income Tax, Partnership Taxation, Tax Preparation, Oil & Gas Accounting, Tax Returns, QuickBooks
Education
University of Colorado Colorado Springs 1999 — 2002
B.S, Business Administration and Accounting
Lewis-Palmer HS 1994 — 1998
High School Degree
CVentures Inc June 2015 - Present
McElvain Energy, Inc. January 2013 - February 2015
Parker & Lynch August 2012 - December 2012
Richey May & Co October 2011 - August 2012
Hein & Associates December 2006 - October 2011
Fay CPA December 2005 - November 2006
Vail Resorts May 2004 - December 2005
BiggsKofford, P.C. January 2004 - April 2004
Robert A. Reynolds, CPA March 2003 - July 2003
Skills
Partnerships, GAAP, Accounting, Tax Research, CPA, Financial Reporting, Tax, Financial Accounting, SEC filings, US GAAP, Financial Analysis, Income Tax, Partnership Taxation, Tax Preparation, Oil & Gas Accounting, Tax Returns, QuickBooks
Education
University of Colorado Colorado Springs 1999 — 2002
B.S, Business Administration and Accounting
Lewis-Palmer HS 1994 — 1998
High School Degree
Natalie Bott, CPA Natalie Bott, CPA's Hein & Associates Experience September 2010 - Present
Job Audit Senior at Hein & Associates
Industry Accounting
Experience
Hein & Associates September 2010 - Present
University of Colorado at Boulder July 2009 - August 2010
Skills
Auditing, Accounting, US GAAP, SOX 404, SEC filings, Oil & Gas Industry, Not For Profit..., Microsoft Office, CPA, Financial Reporting, Financial Accounting
Education
University of Colorado at Boulder 2006 — 2010
Bachelor of Science (BS), Accounting
Hein & Associates September 2010 - Present
University of Colorado at Boulder July 2009 - August 2010
Skills
Auditing, Accounting, US GAAP, SOX 404, SEC filings, Oil & Gas Industry, Not For Profit..., Microsoft Office, CPA, Financial Reporting, Financial Accounting
Education
University of Colorado at Boulder 2006 — 2010
Bachelor of Science (BS), Accounting
William Duncan William Duncan's Hein & Associates Experience August 2014 - Present
Job Senior Staff Auditor at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2014 - Present
Hein & Associates September 2012 - August 2014
Hein & Associates January 2012 - April 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Accounts Payable, Auditing, Account Reconciliation, Accounts Receivable, Fixed Assets, General Ledger, External Audit, Bank Reconciliation, Teamwork, Financial Reporting, Financial Accounting
Education
Sam Houston State University 2005 — 2011
Bachelors in Business Administration, Accounting
Hein & Associates August 2014 - Present
Hein & Associates September 2012 - August 2014
Hein & Associates January 2012 - April 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Accounts Payable, Auditing, Account Reconciliation, Accounts Receivable, Fixed Assets, General Ledger, External Audit, Bank Reconciliation, Teamwork, Financial Reporting, Financial Accounting
Education
Sam Houston State University 2005 — 2011
Bachelors in Business Administration, Accounting
Lia Gamarra Lia Gamarra's Hein & Associates Experience January 2007 - January 2009
Job Internal Audit Manager at Herbalife International of America, Inc.
Industry Accounting
Experience
Herbalife International of America, Inc. June 2011 - Present
Oracle Corporation March 2011 - June 2011
Cacciamatta Accountancy Corporation January 2009 - June 2011
Hein & Associates January 2007 - January 2009
Cacciamatta Accountancy Corp. November 2003 - January 2007
Ernst & Young July 2002 - October 2003
Skills
SEC filings, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, Sarbanes-Oxley, Internal Audit, IFRS, US GAAP, Accounting, GAAP, 10Q, CPA, Financial Analysis, Financial Accounting, External Audit, Assurance, Revenue Recognition, Enterprise Risk..., Financial Audits, Consolidation, Financial Statements, General Ledger
Education
PRG
Universidad del Pacífico (PE)
BS Accounting
Herbalife International of America, Inc. June 2011 - Present
Oracle Corporation March 2011 - June 2011
Cacciamatta Accountancy Corporation January 2009 - June 2011
Hein & Associates January 2007 - January 2009
Cacciamatta Accountancy Corp. November 2003 - January 2007
Ernst & Young July 2002 - October 2003
Skills
SEC filings, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, Sarbanes-Oxley, Internal Audit, IFRS, US GAAP, Accounting, GAAP, 10Q, CPA, Financial Analysis, Financial Accounting, External Audit, Assurance, Revenue Recognition, Enterprise Risk..., Financial Audits, Consolidation, Financial Statements, General Ledger
Education
PRG
Universidad del Pacífico (PE)
BS Accounting
Chris Cassimus, CPA's Hein & Associates Experience August 2013 - Present
Job Tax Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2013 - Present
Hein & Associates July 2011 - August 2013
REDW, LLC September 2007 - June 2011
Hello, Deli! January 2002 - September 2007
University of Denver Student Center September 2003 - August 2006
Hello, Deli! January 2002 - September 2003
Skills
CPA, Tax Accounting, Corporate Tax, Tax Research, Tax Preparation, Income Tax, Partnership Taxation, Tax Advisory, State Tax, Financial Accounting, Access, Accounting, Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
MBA, Marketing
University of Denver - Daniels College of Business 2002 — 2006
BS, Accounting
Hein & Associates August 2013 - Present
Hein & Associates July 2011 - August 2013
REDW, LLC September 2007 - June 2011
Hello, Deli! January 2002 - September 2007
University of Denver Student Center September 2003 - August 2006
Hello, Deli! January 2002 - September 2003
Skills
CPA, Tax Accounting, Corporate Tax, Tax Research, Tax Preparation, Income Tax, Partnership Taxation, Tax Advisory, State Tax, Financial Accounting, Access, Accounting, Management
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2009
MBA, Marketing
University of Denver - Daniels College of Business 2002 — 2006
BS, Accounting
Justin Rachner's Hein & Associates Experience September 2015 - Present
Job Director Transaction Advisory Services at Hein & Associates
Industry Oil & Energy
Experience
Hein & Associates September 2015 - Present
WG Consulting, LLC December 2013 - August 2015
International Soccer Development Center June 2012 - December 2013
Sunrise Securities February 2009 - June 2012
Jefferies & Company May 2006 - October 2008
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Hein & Associates September 2015 - Present
WG Consulting, LLC December 2013 - August 2015
International Soccer Development Center June 2012 - December 2013
Sunrise Securities February 2009 - June 2012
Jefferies & Company May 2006 - October 2008
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Tamara Alsarraf Tamara Alsarraf's Hein & Associates Experience January 2013 - June 2014
Job Financial Analyst at Alta Mesa Resources
Industry Financial Services
Experience
Alta Mesa Resources July 2014 - Present
Hein & Associates January 2013 - June 2014
Strike Construction, LLC March 2012 - December 2012
FTI Consulting September 2010 - March 2012
Deloitte June 2009 - September 2009
KPMG January 2009 - March 2009
Virtualbookworm Publishing Inc. January 2008 - February 2009
Skills
Mergers, Energy Industry, Financial Analysis, Financial Modeling, Natural Gas, Valuation, Restructuring, Financial Reporting, Due Diligence, SEC filings, Contract Negotiation, Mergers & Acquisitions, Energy, Financial Services, Auditing, Finance, Business Valuation, Analysis, Corporate Finance, US GAAP, Sarbanes-Oxley Act, CPA, Private Equity, Internal Controls, Accounting, SEC Filings
Education
Texas A&M University 2005 — 2010
BBA, MS, Accounting, Finance, Communication
Alta Mesa Resources July 2014 - Present
Hein & Associates January 2013 - June 2014
Strike Construction, LLC March 2012 - December 2012
FTI Consulting September 2010 - March 2012
Deloitte June 2009 - September 2009
KPMG January 2009 - March 2009
Virtualbookworm Publishing Inc. January 2008 - February 2009
Skills
Mergers, Energy Industry, Financial Analysis, Financial Modeling, Natural Gas, Valuation, Restructuring, Financial Reporting, Due Diligence, SEC filings, Contract Negotiation, Mergers & Acquisitions, Energy, Financial Services, Auditing, Finance, Business Valuation, Analysis, Corporate Finance, US GAAP, Sarbanes-Oxley Act, CPA, Private Equity, Internal Controls, Accounting, SEC Filings
Education
Texas A&M University 2005 — 2010
BBA, MS, Accounting, Finance, Communication
Deanna Duell-Smed Deanna Duell-Smed's Hein & Associates Experience September 2013 - Present
Job Managing Consultant, Business Advisory Services at Hein & Associates
Industry Oil & Energy
Experience
Hein & Associates September 2013 - Present
SM Energy Company September 2012 - September 2013
SM Energy Company June 2010 - August 2012
Duell & Associates, LLC 2007 - September 2010
PRB Energy, Inc. 2006 - 2007
Resouce Strategies, LLC 1997 - 2006
Metropolitan State College of Denver January 2005 - May 2005
University of Colorado 1992 - 1997
Skills
Business Process..., Microsoft Office, SharePoint, OneNote, Pivot Tables, Accounts Payable, Accounts Receivable, Cross-functional Team..., Excel, PowerPoint, SEC reporting, Financial Reporting, Budgeting, Project Planning, Project Portfolio..., Supervisory Skills, Managerial Experience, Controller, Inventory Management, Process Development, Accruals, Payroll, SEC filings, Account Reconciliation, Management, Microsoft Excel, General Ledger, Accounting, Budgets, Journal Entries, SAP, Process Simulation, Financial Analysis, Internal Controls, QuickBooks, Financial Statements, CPA, Sarbanes-Oxley Act, GAAP, Finance, Energy Industry, US GAAP, Financial Accounting, Variance Analysis, Mergers & Acquisitions, IFRS, Oil & Gas Industry, Petroleum, Energy, Natural Gas
Education
University of Colorado Denver 1999 — 2002
MS, Accounting
University of Colorado Boulder 1992 — 1997
BS, Business Administration with emphasis in accounting
University of Pittsburgh 1996 — 1996
Study Abroad, World Studies
Hein & Associates September 2013 - Present
SM Energy Company September 2012 - September 2013
SM Energy Company June 2010 - August 2012
Duell & Associates, LLC 2007 - September 2010
PRB Energy, Inc. 2006 - 2007
Resouce Strategies, LLC 1997 - 2006
Metropolitan State College of Denver January 2005 - May 2005
University of Colorado 1992 - 1997
Skills
Business Process..., Microsoft Office, SharePoint, OneNote, Pivot Tables, Accounts Payable, Accounts Receivable, Cross-functional Team..., Excel, PowerPoint, SEC reporting, Financial Reporting, Budgeting, Project Planning, Project Portfolio..., Supervisory Skills, Managerial Experience, Controller, Inventory Management, Process Development, Accruals, Payroll, SEC filings, Account Reconciliation, Management, Microsoft Excel, General Ledger, Accounting, Budgets, Journal Entries, SAP, Process Simulation, Financial Analysis, Internal Controls, QuickBooks, Financial Statements, CPA, Sarbanes-Oxley Act, GAAP, Finance, Energy Industry, US GAAP, Financial Accounting, Variance Analysis, Mergers & Acquisitions, IFRS, Oil & Gas Industry, Petroleum, Energy, Natural Gas
Education
University of Colorado Denver 1999 — 2002
MS, Accounting
University of Colorado Boulder 1992 — 1997
BS, Business Administration with emphasis in accounting
University of Pittsburgh 1996 — 1996
Study Abroad, World Studies
Shuja Akram's Hein & Associates Experience November 2008 - December 2011
Job Senior Director Tax
Industry Accounting
Experience
BDO USA, LLP December 2011 - Present
Hein & Associates November 2008 - December 2011
Ernst & Young October 2006 - November 2008
HRSS CPAs & Advisors 1996 - 2006
Skills
Oil & Gas Taxation, Corporate Tax, Tax Accounting, International Tax, CPA, Partnership Taxation, Tax Advisory, FIN 48, Auditing, Financial Accounting, Oil & Gas Law, S Corporations, Sarbanes-Oxley Act, Tax, Tax Law, Tax Research, State Tax, Tax Preparation, GoSystems, Financial Reporting
Education
University of Houston Law Center 2002 — 2004
LLM, Taxation
Rice University 2002 — 2003
Certificate in Financial Planning, Financial Planning
American Institute of Certified Public Accountants
Certified Public Accountant (CPA)
Chartered Global Management Accountant
CGMA
. 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
BDO USA, LLP December 2011 - Present
Hein & Associates November 2008 - December 2011
Ernst & Young October 2006 - November 2008
HRSS CPAs & Advisors 1996 - 2006
Skills
Oil & Gas Taxation, Corporate Tax, Tax Accounting, International Tax, CPA, Partnership Taxation, Tax Advisory, FIN 48, Auditing, Financial Accounting, Oil & Gas Law, S Corporations, Sarbanes-Oxley Act, Tax, Tax Law, Tax Research, State Tax, Tax Preparation, GoSystems, Financial Reporting
Education
University of Houston Law Center 2002 — 2004
LLM, Taxation
Rice University 2002 — 2003
Certificate in Financial Planning, Financial Planning
American Institute of Certified Public Accountants
Certified Public Accountant (CPA)
Chartered Global Management Accountant
CGMA
. 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
Michael L. Grant Michael L. Grant's Hein & Associates Experience 2014 - Present
Job Director, Business Development at Hein & Associates
Industry Accounting
Experience
Hein & Associates 2014 - Present
DuCharme, McMillen & Associates 2010 - 2013
Jefferson Wells International (now Experis) 2005 - 2010
BindView Software, acquired by Symantec 1999 - 2005
BCS Systems 1994 - 1999
Equinox 1992 - 1994
PricewaterhouseCoopers 1989 - 1992
Arthur Andersen 1986 - 1989
Skills
Professional Services, Financial Risk, Accounting, Salesforce.com, Enterprise Software, Business Development, Auditing, Cross-functional Team..., Lead Generation, Sales Operations, Solution Selling, Contract Negotiation, Sales, Leadership, Strategy, Management, Financial Accounting, New Business Development, Selling, CRM, Consulting, Business Strategy, Management Consulting, Risk Management, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Sales Process, Finance, Security, Integration, Business Process..., Forecasting, Mergers & Acquisitions, Executive Management, Strategic Planning, Process Improvement, Sales Presentations, Business Planning, SaaS, Start-ups, Tax, Strategic Partnerships, Budgets, Business Process, Financial Modeling, Business Analysis, ERP, Internal Controls, Strategic Financial...
Education
University of Texas 1984 — 1986
BBA, Accounting
University of Kansas 1982 — 1984
Pre Business
Hein & Associates 2014 - Present
DuCharme, McMillen & Associates 2010 - 2013
Jefferson Wells International (now Experis) 2005 - 2010
BindView Software, acquired by Symantec 1999 - 2005
BCS Systems 1994 - 1999
Equinox 1992 - 1994
PricewaterhouseCoopers 1989 - 1992
Arthur Andersen 1986 - 1989
Skills
Professional Services, Financial Risk, Accounting, Salesforce.com, Enterprise Software, Business Development, Auditing, Cross-functional Team..., Lead Generation, Sales Operations, Solution Selling, Contract Negotiation, Sales, Leadership, Strategy, Management, Financial Accounting, New Business Development, Selling, CRM, Consulting, Business Strategy, Management Consulting, Risk Management, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Sales Process, Finance, Security, Integration, Business Process..., Forecasting, Mergers & Acquisitions, Executive Management, Strategic Planning, Process Improvement, Sales Presentations, Business Planning, SaaS, Start-ups, Tax, Strategic Partnerships, Budgets, Business Process, Financial Modeling, Business Analysis, ERP, Internal Controls, Strategic Financial...
Education
University of Texas 1984 — 1986
BBA, Accounting
University of Kansas 1982 — 1984
Pre Business
Brad Ross Brad Ross's Hein & Associates Experience May 2012 - November 2014
Job Transaction Advisory Services at BDO
Industry Financial Services
Experience
BDO USA, LLP December 2014 - Present
Hein & Associates May 2012 - November 2014
FTI Consulting Inc May 2005 - May 2012
Ernst & Young 2000 - 2005
Deloitte 1989 - 1998
Skills
Financial Reporting, Due Diligence, Transaction Advisory..., Financial Analysis, Financial Modeling, Mergers & Acquisitions, US GAAP, Auditing, Restructuring, Corporate Finance, Private Equity, SEC filings, Valuation, Sarbanes-Oxley Act, Business Valuation
Education
Texas A&M University 1985 — 1988
BDO USA, LLP December 2014 - Present
Hein & Associates May 2012 - November 2014
FTI Consulting Inc May 2005 - May 2012
Ernst & Young 2000 - 2005
Deloitte 1989 - 1998
Skills
Financial Reporting, Due Diligence, Transaction Advisory..., Financial Analysis, Financial Modeling, Mergers & Acquisitions, US GAAP, Auditing, Restructuring, Corporate Finance, Private Equity, SEC filings, Valuation, Sarbanes-Oxley Act, Business Valuation
Education
Texas A&M University 1985 — 1988
Amanda Billingsley's Hein & Associates Experience September 2014 - Present
Job Auditor at Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates September 2014 - Present
PwC September 2013 - August 2014
RealPage, Inc. October 2012 - December 2012
PwC January 2012 - March 2012
Tri Global Energy, LLC June 2010 - October 2011
Skills
Auditing, Internal Audit, GAAP, Sarbanes-Oxley Act, US GAAP, Financial Reporting
Education
The University of Texas at Dallas - School of Management 2012 — 2013
Master of Science (M.S.), Accounting
The University of Texas at Dallas - School of Management 2010 — 2012
BS, Accounting & Information Management
Richland College 2008 — 2010
AS, Liberal Sciences
Hein & Associates September 2014 - Present
PwC September 2013 - August 2014
RealPage, Inc. October 2012 - December 2012
PwC January 2012 - March 2012
Tri Global Energy, LLC June 2010 - October 2011
Skills
Auditing, Internal Audit, GAAP, Sarbanes-Oxley Act, US GAAP, Financial Reporting
Education
The University of Texas at Dallas - School of Management 2012 — 2013
Master of Science (M.S.), Accounting
The University of Texas at Dallas - School of Management 2010 — 2012
BS, Accounting & Information Management
Richland College 2008 — 2010
AS, Liberal Sciences
Bill Yeates Bill Yeates's Hein & Associates Experience 1979 - 2013
Job Partner Emeritus at Hein & Associates
Industry Accounting
Experience
Hein & Associates 1979 - 2013
Skills
Financial Reporting, Strategic Planning, Mergers & Acquisitions, SEC filings, Corporate Governance, Auditing, Mergers, Financial Analysis, Internal Controls, US GAAP, CPA, Public Companies, Sarbanes-Oxley Act, SEC, GAAP, IFRS, SEC Filings, Due Diligence, Accounting
Education
University of Colorado Boulder 1966 — 1973
MBA, Accounting
Hein & Associates 1979 - 2013
Skills
Financial Reporting, Strategic Planning, Mergers & Acquisitions, SEC filings, Corporate Governance, Auditing, Mergers, Financial Analysis, Internal Controls, US GAAP, CPA, Public Companies, Sarbanes-Oxley Act, SEC, GAAP, IFRS, SEC Filings, Due Diligence, Accounting
Education
University of Colorado Boulder 1966 — 1973
MBA, Accounting
David Parrish, CPA, MBA David Parrish, CPA, MBA's Hein & Associates Experience October 2006 - May 2008
Job CPA & MBA experienced with delivering high quality results.
Industry Accounting
Experience
BP October 2012 - Present
Carrizo Oil & Gas, Inc. June 2009 - October 2012
Carrizo Oil & Gas, Inc. May 2008 - June 2009
Hein & Associates October 2006 - May 2008
Melton & Melton, LLP January 2006 - October 2006
Skills
SEC filings, Financial Reporting, Financial Modeling, Financial Analysis, Financial Accounting, Oil & Gas Accounting, Energy Derivatives, Forecasting, Debt Offerings, Public Equity Offerings, Due Diligence, Process Improvement, Internal Controls, Technical Accounting..., XBRL, SOX 404, 10K, 10Q, 8K, 144A, Prospectus, Enertia, Hyperion HFM, Auditing, Upstream, Cash Flow, Financial Statements, Consolidation, Accounting, Sarbanes-Oxley Act
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2012
MBA, Finance
Stephen F. Austin State University 2001 — 2005
MPA, BBA, Accounting
BP October 2012 - Present
Carrizo Oil & Gas, Inc. June 2009 - October 2012
Carrizo Oil & Gas, Inc. May 2008 - June 2009
Hein & Associates October 2006 - May 2008
Melton & Melton, LLP January 2006 - October 2006
Skills
SEC filings, Financial Reporting, Financial Modeling, Financial Analysis, Financial Accounting, Oil & Gas Accounting, Energy Derivatives, Forecasting, Debt Offerings, Public Equity Offerings, Due Diligence, Process Improvement, Internal Controls, Technical Accounting..., XBRL, SOX 404, 10K, 10Q, 8K, 144A, Prospectus, Enertia, Hyperion HFM, Auditing, Upstream, Cash Flow, Financial Statements, Consolidation, Accounting, Sarbanes-Oxley Act
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2012
MBA, Finance
Stephen F. Austin State University 2001 — 2005
MPA, BBA, Accounting
Michelle White, MBA Michelle White, MBA's Hein & Associates Experience January 2015 - Present
Job Lead Consultant at Hein & Associates
Industry Information Technology and Services
Experience
Hein & Associates January 2015 - Present
Hein & Associates December 2013 - December 2014
Trace3 December 2012 - November 2013
Performance Food Group October 2011 - December 2012
Nordstrom fsb August 2010 - October 2011
National Association of Counsel for Children January 2009 - December 2009
State Street Corp September 2005 - November 2008
State Street Corp September 2003 - November 2005
State Street Corp September 2001 - September 2003
Skills
Accounting, Forecasting, Budgets, Sarbanes-Oxley Act, SAP, Financial Reporting, Internal Audit, Corporate Finance, Financial Analysis, Reports, Research, Fixed Assets, Accounts Receivable, Accruals, Board Presentations, Special Projects, Capital Projects, SOX, Oracle, Essbase, Excel, PowerPoint, Access, Budgeting, Capital Budgeting, Capital Equipment, Financial Markets, Financial Accounting, Cash Management, Systems Analysis, NetSuite, Projects, Process Flow..., Report Development, ERP, Disaster Recovery, Consulting, Project Management, Training, CRM, Process Improvement
Education
University of Denver - Sturm College of Law
MSLA, Legal Administration
Webster University
MBA, Business/Finance
University of Arkansas at Fayetteville
BSBA, Transportation and Logistics
Hein & Associates January 2015 - Present
Hein & Associates December 2013 - December 2014
Trace3 December 2012 - November 2013
Performance Food Group October 2011 - December 2012
Nordstrom fsb August 2010 - October 2011
National Association of Counsel for Children January 2009 - December 2009
State Street Corp September 2005 - November 2008
State Street Corp September 2003 - November 2005
State Street Corp September 2001 - September 2003
Skills
Accounting, Forecasting, Budgets, Sarbanes-Oxley Act, SAP, Financial Reporting, Internal Audit, Corporate Finance, Financial Analysis, Reports, Research, Fixed Assets, Accounts Receivable, Accruals, Board Presentations, Special Projects, Capital Projects, SOX, Oracle, Essbase, Excel, PowerPoint, Access, Budgeting, Capital Budgeting, Capital Equipment, Financial Markets, Financial Accounting, Cash Management, Systems Analysis, NetSuite, Projects, Process Flow..., Report Development, ERP, Disaster Recovery, Consulting, Project Management, Training, CRM, Process Improvement
Education
University of Denver - Sturm College of Law
MSLA, Legal Administration
Webster University
MBA, Business/Finance
University of Arkansas at Fayetteville
BSBA, Transportation and Logistics
Sarah (Christy) Carter Sarah (Christy) Carter's Hein & Associates Experience July 2013 - August 2014
Job Accounting Specialist at Kinder Morgan
Industry Accounting
Experience
Kinder Morgan September 2014 - Present
Hein & Associates July 2013 - August 2014
Hein & Associates October 2011 - July 2013
Hein & Associates January 2011 - May 2011
Skills
US GAAP, SEC filings, External Audit, Auditing, GAAP, Sarbanes-Oxley Act, CPA, Tax Research, Sarbanes-Oxley, Financial Reporting, General Ledger, Microsoft Excel, SEC Filings, Financial Accounting, Financial Statements, Tax, Internal Controls, Accounting, Microsoft Office
Education
Texas A&M University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Kinder Morgan September 2014 - Present
Hein & Associates July 2013 - August 2014
Hein & Associates October 2011 - July 2013
Hein & Associates January 2011 - May 2011
Skills
US GAAP, SEC filings, External Audit, Auditing, GAAP, Sarbanes-Oxley Act, CPA, Tax Research, Sarbanes-Oxley, Financial Reporting, General Ledger, Microsoft Excel, SEC Filings, Financial Accounting, Financial Statements, Tax, Internal Controls, Accounting, Microsoft Office
Education
Texas A&M University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Bill Gaskins Bill Gaskins's Hein & Associates Experience August 2005 - Present
Job Audit Senior Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2005 - Present
Skills
SEC filings, US GAAP, Financial Reporting, CPA, GAAP, Internal Controls, External Audit, Oil & Gas Industry, Leadership
Education
University of Colorado at Boulder 2000 — 2005
Bachelor of Science Business Administration, Accounting and Finance
Hein & Associates August 2005 - Present
Skills
SEC filings, US GAAP, Financial Reporting, CPA, GAAP, Internal Controls, External Audit, Oil & Gas Industry, Leadership
Education
University of Colorado at Boulder 2000 — 2005
Bachelor of Science Business Administration, Accounting and Finance
Christina Bowden's Hein & Associates Experience 2013 - June 2015
Job Internal Auditor at Coffeyville Resource Energy
Industry Accounting
Experience
CVR Energy, Inc. June 2015 - Present
Hein & Associates 2013 - June 2015
Hein and Associates January 2013 - March 2013
Executive Personnel Services Inc October 2011 - December 2012
Aon Hewitt/ Spherion Staffing September 2010 - August 2011
Wells Fargo Auto Finance November 2009 - May 2010
Bowden’s Discount Liquor LLC July 2007 - July 2008
CCH Wolters Klewers/ Spherion Staffing October 2007 - April 2008
Skills
Customer Service, Microsoft Office, SAP, Payroll, Invoicing, Data Entry, Outlook, Accounts Payable, Word, Excel, Lotus Notes, PowerPoint, Telephone Skills, Administrative Support, Call Center, Accounts Receivable, Payroll Processing, eEmpact by bond, Paychex, Peachtree, Collections, Account Reconciliation, Financial Accounting, ProSystem fx Tax, Microsoft Excel, Microsoft Word, QuickBooks, General Ledger, Management, Bookkeeping, Finance, Bank Reconciliation, Journal Entries, Auditing
Education
C.T. Bauer College of Business, University of Houston 2012 — 2013
Certificate of Accountancy, Accounting
Wichita State University 2007 — 2010
Bachelors of Business Administration, Finance
The University of Kansas 2003 — 2007
Communications
CVR Energy, Inc. June 2015 - Present
Hein & Associates 2013 - June 2015
Hein and Associates January 2013 - March 2013
Executive Personnel Services Inc October 2011 - December 2012
Aon Hewitt/ Spherion Staffing September 2010 - August 2011
Wells Fargo Auto Finance November 2009 - May 2010
Bowden’s Discount Liquor LLC July 2007 - July 2008
CCH Wolters Klewers/ Spherion Staffing October 2007 - April 2008
Skills
Customer Service, Microsoft Office, SAP, Payroll, Invoicing, Data Entry, Outlook, Accounts Payable, Word, Excel, Lotus Notes, PowerPoint, Telephone Skills, Administrative Support, Call Center, Accounts Receivable, Payroll Processing, eEmpact by bond, Paychex, Peachtree, Collections, Account Reconciliation, Financial Accounting, ProSystem fx Tax, Microsoft Excel, Microsoft Word, QuickBooks, General Ledger, Management, Bookkeeping, Finance, Bank Reconciliation, Journal Entries, Auditing
Education
C.T. Bauer College of Business, University of Houston 2012 — 2013
Certificate of Accountancy, Accounting
Wichita State University 2007 — 2010
Bachelors of Business Administration, Finance
The University of Kansas 2003 — 2007
Communications
Tim Beyl, CPA Tim Beyl, CPA's Hein & Associates Experience August 2014 - Present
Job Senior Staff Accountant at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2014 - Present
Schlenner Wenner & Co January 2012 - June 2014
Granite City Food & Brewery December 2010 - January 2012
Skills
CCH ProSystem fx, Tax Preparation, Creative Solutions..., Corporate Tax, Partnership Taxation, GAAP, Income Tax, US GAAP, Tax, Tax Returns, QuickBooks, Accounting, Financial Accounting, Bookkeeping, Compilation, Financial Reporting, Tax Research, S Corporations, Financial Statements, Sales Tax, Tax Accounting
Education
St. Cloud State University 2006 — 2011
Bachelor of Science (BS), Accounting
Hein & Associates August 2014 - Present
Schlenner Wenner & Co January 2012 - June 2014
Granite City Food & Brewery December 2010 - January 2012
Skills
CCH ProSystem fx, Tax Preparation, Creative Solutions..., Corporate Tax, Partnership Taxation, GAAP, Income Tax, US GAAP, Tax, Tax Returns, QuickBooks, Accounting, Financial Accounting, Bookkeeping, Compilation, Financial Reporting, Tax Research, S Corporations, Financial Statements, Sales Tax, Tax Accounting
Education
St. Cloud State University 2006 — 2011
Bachelor of Science (BS), Accounting
Lexi Miller, CPA's Hein & Associates Experience January 2011 - January 2012
Job Student
Industry Health, Wellness and Fitness
Experience
Activision July 2014 - July 2015
BDO USA, LLP October 2013 - June 2014
BDO USA, LLP February 2012 - September 2013
Hein & Associates January 2011 - January 2012
Brown & Brown June 2010 - September 2010
Skills
Auditing, Project Planning, Assurance, Accounts Receivable, Spreadsheets, Accounting, Fixed Assets, US GAAP, Accounts Payable, SEC filings, SEC Filings
Education
University of California, Santa Barbara 2006 — 2010
B.A., Business-Economics (Accounting emphasis)
Activision July 2014 - July 2015
BDO USA, LLP October 2013 - June 2014
BDO USA, LLP February 2012 - September 2013
Hein & Associates January 2011 - January 2012
Brown & Brown June 2010 - September 2010
Skills
Auditing, Project Planning, Assurance, Accounts Receivable, Spreadsheets, Accounting, Fixed Assets, US GAAP, Accounts Payable, SEC filings, SEC Filings
Education
University of California, Santa Barbara 2006 — 2010
B.A., Business-Economics (Accounting emphasis)
Charlene Willey Charlene Willey's Hein & Associates Experience July 1999 - June 2009
Job Marketing Director at Hein & Associates
Industry Accounting
Experience
Hein & Associates July 1999 - June 2009
HEIN & ASSOCIATES LLP January 1999 - January 2009
First Trust Corporation January 1989 - January 1999
First Trust Corporation January 1986 - January 1988
First Trust Corporation January 1983 - January 1986
First Trust Corporation January 1982 - January 1983
Education
University of Denver
Certificate Programs; and Women, Marketing; Project Management; Business
Regis College
Bachelor of Arts, Sociology and Psychology
Regis University
Master of Science; MSM, Management
Hein & Associates July 1999 - June 2009
HEIN & ASSOCIATES LLP January 1999 - January 2009
First Trust Corporation January 1989 - January 1999
First Trust Corporation January 1986 - January 1988
First Trust Corporation January 1983 - January 1986
First Trust Corporation January 1982 - January 1983
Education
University of Denver
Certificate Programs; and Women, Marketing; Project Management; Business
Regis College
Bachelor of Arts, Sociology and Psychology
Regis University
Master of Science; MSM, Management
Stephanie J Drew Stephanie J Drew's Hein & Associates Experience November 2005 - February 2011
Job Manager at RubinBrown LLP | Litigation Support Services
Industry Accounting
Experience
RubinBrown LLP March 2011 - Present
Hein & Associates November 2005 - February 2011
Fay CPA, P.C. January 2000 - October 2005
Skills
Internal Controls, Financial Accounting, Tax Accounting, Business Valuation, Tax Preparation, Oral & Written..., Forensic Analysis, Hands-on Problem Solver, Critical Thinking, Financial Modeling, Litigation Support, Financial Analysis, Forensic Accounting, Finance, Accounting, Auditing, Financial Reporting, US GAAP, CPA, GAAP
Education
University of Colorado Denver 1998 — 2000
BSBA, Accounting and Information Systems
RubinBrown LLP March 2011 - Present
Hein & Associates November 2005 - February 2011
Fay CPA, P.C. January 2000 - October 2005
Skills
Internal Controls, Financial Accounting, Tax Accounting, Business Valuation, Tax Preparation, Oral & Written..., Forensic Analysis, Hands-on Problem Solver, Critical Thinking, Financial Modeling, Litigation Support, Financial Analysis, Forensic Accounting, Finance, Accounting, Auditing, Financial Reporting, US GAAP, CPA, GAAP
Education
University of Colorado Denver 1998 — 2000
BSBA, Accounting and Information Systems
Joe Clement Joe Clement's Hein & Associates Experience 2008 - 2009
Job Partner Arias Valuation Group
Industry Financial Services
Experience
Arias Valuation Group January 2010 - Present
Hein & Associates 2008 - 2009
CBIZ Valuation Group 2005 - 2008
Arthur Andersen & Co. 1989 - 1995
Valuation Research Corporation 1986 - 1989
Skills
Mergers, Financial Reporting, Business Valuation, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Managerial Finance, Private Equity, Forecasting, Accounting, Financial Accounting, Due Diligence, Mergers & Acquisitions, Analysis, Tax
Education
Xavier University - Williams College of Business 1984 — 1985
MBA, Corporate Finance
University of Cincinnati College of Business 1980 — 1982
BA, Business Administration
Arias Valuation Group January 2010 - Present
Hein & Associates 2008 - 2009
CBIZ Valuation Group 2005 - 2008
Arthur Andersen & Co. 1989 - 1995
Valuation Research Corporation 1986 - 1989
Skills
Mergers, Financial Reporting, Business Valuation, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Managerial Finance, Private Equity, Forecasting, Accounting, Financial Accounting, Due Diligence, Mergers & Acquisitions, Analysis, Tax
Education
Xavier University - Williams College of Business 1984 — 1985
MBA, Corporate Finance
University of Cincinnati College of Business 1980 — 1982
BA, Business Administration
Piotr Hrycko Piotr Hrycko's Hein & Associates Experience September 2007 - May 2009
Job General Accounting Manager at CareFusion
Industry Accounting
Experience
CareFusion February 2014 - Present
CareFusion April 2013 - February 2014
CareFusion April 2010 - April 2013
Level VI Consulting, LLC May 2009 - April 2010
Hein & Associates September 2007 - May 2009
Bank Millennium June 1999 - October 2003
Skills
SAP ERP, SAP, FSP, IDS, Access, Microsoft Excel, SAP CRM, SAP BW, Internal Audit, Internal Controls, Sarbanes-Oxley Act
Education
San Diego State University-California State University 2005 — 2007
Master's, Accountancy
Gdanskie Liceum Autonomiczne
CareFusion February 2014 - Present
CareFusion April 2013 - February 2014
CareFusion April 2010 - April 2013
Level VI Consulting, LLC May 2009 - April 2010
Hein & Associates September 2007 - May 2009
Bank Millennium June 1999 - October 2003
Skills
SAP ERP, SAP, FSP, IDS, Access, Microsoft Excel, SAP CRM, SAP BW, Internal Audit, Internal Controls, Sarbanes-Oxley Act
Education
San Diego State University-California State University 2005 — 2007
Master's, Accountancy
Gdanskie Liceum Autonomiczne
Courtney Bates, CPA Courtney Bates, CPA's Hein & Associates Experience September 2012 - October 2013
Job Audit Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn November 2013 - Present
Hein & Associates September 2012 - October 2013
Texas Digital Systems August 2009 - April 2012
Texas A&M University December 2011 - January 2012
Hein & Associates January 2011 - April 2011
Skills
Accounting, Excel, Financial Reporting, Financial Accounting, Auditing, Word, General Ledger, Accounts Receivable, Billing, PowerPoint, Microsoft Office, Access, Spreadsheets, Documentation, Teamwork, Reconciliation, Microsoft Excel, Financial Analysis, Account Reconciliation, Invoicing, Microsoft Word
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Whitley Penn November 2013 - Present
Hein & Associates September 2012 - October 2013
Texas Digital Systems August 2009 - April 2012
Texas A&M University December 2011 - January 2012
Hein & Associates January 2011 - April 2011
Skills
Accounting, Excel, Financial Reporting, Financial Accounting, Auditing, Word, General Ledger, Accounts Receivable, Billing, PowerPoint, Microsoft Office, Access, Spreadsheets, Documentation, Teamwork, Reconciliation, Microsoft Excel, Financial Analysis, Account Reconciliation, Invoicing, Microsoft Word
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Rafeea Majeed, Esq Rafeea Majeed, Esq's Hein & Associates Experience March 2008 - March 2009
Job Recruiting Manager Tax Division at SNI Financial (972) 7201020
Industry Accounting
Experience
Robert Half International August 2010 - April 2012
BDO USA, LLP 2010 - 2010
Hein & Associates March 2008 - March 2009
Ernst & Young July 2002 - August 2004
Arthur Andersen, LLP July 1998 - June 2002
Skills
Tax, Tax Compliance, Tax Returns, Corporate Tax, Mergers, Due Diligence, Excel, Research, Microsoft Office, Income Tax, Partnership Taxation, Tax Research, Microsoft Excel, International Tax, Mergers & Acquisitions
Education
Texas Southern University—Thurgood Marshall School of Law 2004 — 2007
Juris Doctor (JD), Law
University of Arkansas at Fayetteville 1993 — 1998
B.S.B.A., ACCOUNTING
Robert Half International August 2010 - April 2012
BDO USA, LLP 2010 - 2010
Hein & Associates March 2008 - March 2009
Ernst & Young July 2002 - August 2004
Arthur Andersen, LLP July 1998 - June 2002
Skills
Tax, Tax Compliance, Tax Returns, Corporate Tax, Mergers, Due Diligence, Excel, Research, Microsoft Office, Income Tax, Partnership Taxation, Tax Research, Microsoft Excel, International Tax, Mergers & Acquisitions
Education
Texas Southern University—Thurgood Marshall School of Law 2004 — 2007
Juris Doctor (JD), Law
University of Arkansas at Fayetteville 1993 — 1998
B.S.B.A., ACCOUNTING
Jimmie Williams's Hein & Associates Experience September 2015 - Present
Job Principal Transaction Services at Hein & Associates
Industry Financial Services
Experience
Hein & Associates September 2015 - Present
WG Consulting March 2013 - August 2015
Elm Capital Advisors, LLC September 2008 - March 2013
JLW Capital Advisory Services, LLC August 2006 - August 2008
Gexa Energy June 2005 - April 2006
FPL Energy September 2004 - June 2005
Enron Corp July 1996 - August 2004
KPMG Peat Marwick January 1989 - June 1996
Skills
Energy, Due Diligence, Mergers, Risk Management, Financial Modeling, Mergers & Acquisitions, Valuation, Business Process..., Financial Analysis, Corporate Development, Project Finance, Corporate Finance, Private Equity, Management Consulting, Strategy, Outsourcing, Finance, Structured Finance, Management, Consulting, Restructuring, Financial Structuring, Commodity, Capital, Trading, Venture Capital, Commodity Markets, Hedging, Capital Raising, Divestitures, Derivatives
Education
Texas A&M University 1985 — 1988
BBA, Accounting & Business Analysis
Hein & Associates September 2015 - Present
WG Consulting March 2013 - August 2015
Elm Capital Advisors, LLC September 2008 - March 2013
JLW Capital Advisory Services, LLC August 2006 - August 2008
Gexa Energy June 2005 - April 2006
FPL Energy September 2004 - June 2005
Enron Corp July 1996 - August 2004
KPMG Peat Marwick January 1989 - June 1996
Skills
Energy, Due Diligence, Mergers, Risk Management, Financial Modeling, Mergers & Acquisitions, Valuation, Business Process..., Financial Analysis, Corporate Development, Project Finance, Corporate Finance, Private Equity, Management Consulting, Strategy, Outsourcing, Finance, Structured Finance, Management, Consulting, Restructuring, Financial Structuring, Commodity, Capital, Trading, Venture Capital, Commodity Markets, Hedging, Capital Raising, Divestitures, Derivatives
Education
Texas A&M University 1985 — 1988
BBA, Accounting & Business Analysis
Kris Ponnequin's Hein & Associates Experience January 2010 - January 2011
Job Senior Tax Manager at PKF Texas
Industry Accounting
Experience
PKF Texas August 2015 - Present
GHP Horwath, P.C. June 2014 - July 2015
BiggsKofford January 2013 - June 2014
LaPorte CPAs and Business Advisors July 2011 - January 2013
Hein & Associates January 2010 - January 2011
Weinstein Spira & Company 2005 - 2010
Skills
Tax Research, Corporate Tax, Partnership Taxation, Tax, Income Tax, CPA, S Corporations, Tax Returns, Tax Preparation, ProSystem fx Tax, Accounting, Financial Accounting, QuickBooks, Tax Accounting, General Ledger, Financial Reporting, Internal Controls
Education
Tulane University - A.B. Freeman School of Business 2000 — 2003
Bachelor of Science (BS), Accounting and Finance
University of New Orleans 2003 — 2004
Master of Science (MS), Taxation
PKF Texas August 2015 - Present
GHP Horwath, P.C. June 2014 - July 2015
BiggsKofford January 2013 - June 2014
LaPorte CPAs and Business Advisors July 2011 - January 2013
Hein & Associates January 2010 - January 2011
Weinstein Spira & Company 2005 - 2010
Skills
Tax Research, Corporate Tax, Partnership Taxation, Tax, Income Tax, CPA, S Corporations, Tax Returns, Tax Preparation, ProSystem fx Tax, Accounting, Financial Accounting, QuickBooks, Tax Accounting, General Ledger, Financial Reporting, Internal Controls
Education
Tulane University - A.B. Freeman School of Business 2000 — 2003
Bachelor of Science (BS), Accounting and Finance
University of New Orleans 2003 — 2004
Master of Science (MS), Taxation
John Brammeier, CPA FHFMA John Brammeier, CPA FHFMA's Hein & Associates Experience 1997 - 2000
Job Chief Financial Officer/Owner VIVAGE Quality Health Partners
Industry Hospital & Health Care
Experience
VIVAGE - Quality Health Partners May 2000 - Present
Hein & Associates 1997 - 2000
Craig Hospital 1993 - 1997
Deloitte and Touche, LLP 1990 - 1993
Blue Cross Blue Shield of Colorado 1988 - 1990
Skills
Medicare, Healthcare, Medicaid, Hospitals, Long-term Care, Auditing, Healthcare Management, Revenue Cycle, Financial Reporting, Financial Analysis, Accounting, Cash Management, Team Building, Elder Care
Education
University of Colorado at Boulder 1982 — 1988
Bachelor of Business Administration (BBA), Accounting
VIVAGE - Quality Health Partners May 2000 - Present
Hein & Associates 1997 - 2000
Craig Hospital 1993 - 1997
Deloitte and Touche, LLP 1990 - 1993
Blue Cross Blue Shield of Colorado 1988 - 1990
Skills
Medicare, Healthcare, Medicaid, Hospitals, Long-term Care, Auditing, Healthcare Management, Revenue Cycle, Financial Reporting, Financial Analysis, Accounting, Cash Management, Team Building, Elder Care
Education
University of Colorado at Boulder 1982 — 1988
Bachelor of Business Administration (BBA), Accounting
Sonja Quaschnick, CPA, CCIFP Sonja Quaschnick, CPA, CCIFP's Hein & Associates Experience October 1999 - Present
Job Senior Manager
Industry Accounting
Experience
Hein & Associates October 1999 - Present
CFMA May 2009 - March 2012
CFMA 2004 - 2009
CFMA 2004 - 2009
Weaver December 1995 - September 1999
Skills
Construction, CPA, Tax, Strategic Planning, Finance, Real Estate, Financial Reporting, SEC filings, Accounting, GAAP, Auditing, US GAAP, Budgets, Financial Analysis, Due Diligence, Internal Controls
Education
The University of Texas at Arlington - College of Business 1991 — 1995
BBA, Accounting
Hein & Associates October 1999 - Present
CFMA May 2009 - March 2012
CFMA 2004 - 2009
CFMA 2004 - 2009
Weaver December 1995 - September 1999
Skills
Construction, CPA, Tax, Strategic Planning, Finance, Real Estate, Financial Reporting, SEC filings, Accounting, GAAP, Auditing, US GAAP, Budgets, Financial Analysis, Due Diligence, Internal Controls
Education
The University of Texas at Arlington - College of Business 1991 — 1995
BBA, Accounting
Brian Mandell-Rice Brian Mandell-Rice's Hein & Associates Experience January 2011 - Present
Job Managing Partner at Hein & Associates
Industry Accounting
Experience
Hein & Associates January 2011 - Present
Hein & Associates LLP July 1987 - Present
Sportsmen Products September 1976 - December 1986
Skills
Due Diligence, Mergers, Financial Analysis, Business Valuation, Audit, Mergers & Acquisitions, Auditing, Internal Controls, Budgets, Leadership, Management, SEC filings, Tax, Accounting, Internal Audit, CRM, Strategic Planning, Business Planning, Financial Audits, SEC Filings
Education
University of Colorado at Boulder - Leeds School of Business 1971 — 1976
Accounting
Hein & Associates January 2011 - Present
Hein & Associates LLP July 1987 - Present
Sportsmen Products September 1976 - December 1986
Skills
Due Diligence, Mergers, Financial Analysis, Business Valuation, Audit, Mergers & Acquisitions, Auditing, Internal Controls, Budgets, Leadership, Management, SEC filings, Tax, Accounting, Internal Audit, CRM, Strategic Planning, Business Planning, Financial Audits, SEC Filings
Education
University of Colorado at Boulder - Leeds School of Business 1971 — 1976
Accounting
Mary Penny's Hein & Associates Experience 1990 - 1992
Job Chief Financial Officer at the Quiat Companies
Industry Investment Management
Experience
The Quiat Companies September 2004 - Present
Able Planet 2002 - 2004
Nurture Inc 1996 - 2002
Mary Gillen Penny CPA PC 1992 - 2000
Hein & Associates 1990 - 1992
Hallwood Energy Company 1985 - 1990
Skills
Valuation, Deal Structure, Real Estate, Private Equity, Budgeting, Deal Struction &..., Acquisitions, Natural Gas, Mergers, Energy Industry, Budgets, Due Diligence, Auditing, Mergers & Acquisitions, Corporate Finance, Financial Modeling, SEC filings, Venture Capital, Acquisition Integration, Strategic Financial..., IPO, Executive Management, Financial Analysis, Finance, Financial Planning, Strategic Planning, SEC Filings
Education
University of Colorado Boulder - Leeds School of Business 1981 — 1985
BS-Finance, Finance & Mineral Land Management
St Mary's of Littleton
The Quiat Companies September 2004 - Present
Able Planet 2002 - 2004
Nurture Inc 1996 - 2002
Mary Gillen Penny CPA PC 1992 - 2000
Hein & Associates 1990 - 1992
Hallwood Energy Company 1985 - 1990
Skills
Valuation, Deal Structure, Real Estate, Private Equity, Budgeting, Deal Struction &..., Acquisitions, Natural Gas, Mergers, Energy Industry, Budgets, Due Diligence, Auditing, Mergers & Acquisitions, Corporate Finance, Financial Modeling, SEC filings, Venture Capital, Acquisition Integration, Strategic Financial..., IPO, Executive Management, Financial Analysis, Finance, Financial Planning, Strategic Planning, SEC Filings
Education
University of Colorado Boulder - Leeds School of Business 1981 — 1985
BS-Finance, Finance & Mineral Land Management
St Mary's of Littleton
Charlene Willey Charlene Willey's Hein & Associates Experience 1999 - 2009
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Community Resource Center April 2011 - Present
FRIENDS of Broomfield 2009 - 2010
Hein & Associates 1999 - 2009
First Trust Corporation 1982 - 1999
Skills
Strategic Planning
Education
Regis University 1994 — 1997
MSM Master of Science in Management, Management
Regis College Denver CO
BA, Sociology/Psychology/English
Community Resource Center April 2011 - Present
FRIENDS of Broomfield 2009 - 2010
Hein & Associates 1999 - 2009
First Trust Corporation 1982 - 1999
Skills
Strategic Planning
Education
Regis University 1994 — 1997
MSM Master of Science in Management, Management
Regis College Denver CO
BA, Sociology/Psychology/English
Jason Zeller Jason Zeller's Hein & Associates Experience 2000 - 2000
Job Finance Director, Global Sales & Service at Weir Oil and Gas
Industry Oil & Energy
Experience
Weir Oil and Gas 2012 - 2015
Cook Compression, A Dover Company 2008 - 2011
GSE 2007 - 2008
BJ Services 2003 - 2007
BJ Services 2004 - 2005
BJ Services 2001 - 2003
Deloitte & Touche 2000 - 2001
Hein & Associates 2000 - 2000
BJ Services 1998 - 2000
Profit Recovery Group 1997 - 1998
Skills
Financial Reporting, Strategic Planning, Mergers, Acquisition Integration, ERP Implementation, ERP, Internal Controls, International Business..., Mergers & Acquisitions, Consolidation, Auditing, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Accounting, Finance, Due Diligence, Variance Analysis, Analysis, Risk Management, Internal Audit, Budgets, Management, Managerial Finance
Education
University of Strathclyde 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Strathclyde 2013 — 2014
Post Graduate Certificate in Management, Management
Texas A&M University - Mays Business School 1991 — 1996
Bachelor of Business Administration (BBA), Accounting
Weir Oil and Gas 2012 - 2015
Cook Compression, A Dover Company 2008 - 2011
GSE 2007 - 2008
BJ Services 2003 - 2007
BJ Services 2004 - 2005
BJ Services 2001 - 2003
Deloitte & Touche 2000 - 2001
Hein & Associates 2000 - 2000
BJ Services 1998 - 2000
Profit Recovery Group 1997 - 1998
Skills
Financial Reporting, Strategic Planning, Mergers, Acquisition Integration, ERP Implementation, ERP, Internal Controls, International Business..., Mergers & Acquisitions, Consolidation, Auditing, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Accounting, Finance, Due Diligence, Variance Analysis, Analysis, Risk Management, Internal Audit, Budgets, Management, Managerial Finance
Education
University of Strathclyde 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Strathclyde 2013 — 2014
Post Graduate Certificate in Management, Management
Texas A&M University - Mays Business School 1991 — 1996
Bachelor of Business Administration (BBA), Accounting
Megan Barnhill Megan Barnhill's Hein & Associates Experience November 2008 - Present
Job Tax Senior Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates November 2008 - Present
Deloitte Tax LLP September 2005 - November 2008
Skills
CPA, Partnership Taxation, Corporate Tax, ASC 740, Tax Research, Tax Advisory, Tax Accounting, FIN 48, SEC filings, Income Tax, Oil & Gas Industry, State Tax, US GAAP, SEC Filings
Education
Texas Tech University - Rawls College of Business 2004 — 2005
M.S.A., Taxation
Texas Tech University - Rawls College of Business 2002 — 2005
B.B.A., Accounting
Texas Christian University 2000 — 2001
Hein & Associates November 2008 - Present
Deloitte Tax LLP September 2005 - November 2008
Skills
CPA, Partnership Taxation, Corporate Tax, ASC 740, Tax Research, Tax Advisory, Tax Accounting, FIN 48, SEC filings, Income Tax, Oil & Gas Industry, State Tax, US GAAP, SEC Filings
Education
Texas Tech University - Rawls College of Business 2004 — 2005
M.S.A., Taxation
Texas Tech University - Rawls College of Business 2002 — 2005
B.B.A., Accounting
Texas Christian University 2000 — 2001
Jamie (Gruchala) Duca Jamie (Gruchala) Duca's Hein & Associates Experience February 2011 - June 2012
Job Tax Manager at Invesco
Industry Accounting
Experience
Invesco June 2012 - Present
Hein & Associates February 2011 - June 2012
Gainer, Donnelly & Desroches August 2004 - February 2011
Kositzka, Wicks and Company January 2003 - July 2004
Darden Restaurants May 2001 - July 2002
Education
The George Washington University - School of Business 2002 — 2003
Master of Accountancy, Accounting
Virginia Polytechnic Institute and State University 1997 — 2001
Bachelor of Science, Hospitality and Tourism Management
Invesco June 2012 - Present
Hein & Associates February 2011 - June 2012
Gainer, Donnelly & Desroches August 2004 - February 2011
Kositzka, Wicks and Company January 2003 - July 2004
Darden Restaurants May 2001 - July 2002
Education
The George Washington University - School of Business 2002 — 2003
Master of Accountancy, Accounting
Virginia Polytechnic Institute and State University 1997 — 2001
Bachelor of Science, Hospitality and Tourism Management
Corrie McPherson Corrie McPherson's Hein & Associates Experience September 2000 - December 2002
Job Audit Manager at ABIP
Industry Accounting
Experience
Ridout, Barrett & Co., P.C. May 2014 - January 2015
Clear Channel November 2011 - April 2014
Philip Vogel & Co January 2006 - November 2011
Amerimax Building Products February 2005 - December 2005
Grant Thornton January 2003 - February 2005
Hein & Associates September 2000 - December 2002
Skills
Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Internal Audit, Tax Preparation, Tax, SEC filings, CPA, GAAP, Sarbanes-Oxley, Revenue Recognition, US GAAP, Auditing, General Ledger, External Audit, Consolidation, Variance Analysis, Corporate Tax, Assurance, Fixed Assets, SEC Filings
Education
Texas A&M University 1996 — 2000
BBA, Accounting
Ridout, Barrett & Co., P.C. May 2014 - January 2015
Clear Channel November 2011 - April 2014
Philip Vogel & Co January 2006 - November 2011
Amerimax Building Products February 2005 - December 2005
Grant Thornton January 2003 - February 2005
Hein & Associates September 2000 - December 2002
Skills
Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Internal Audit, Tax Preparation, Tax, SEC filings, CPA, GAAP, Sarbanes-Oxley, Revenue Recognition, US GAAP, Auditing, General Ledger, External Audit, Consolidation, Variance Analysis, Corporate Tax, Assurance, Fixed Assets, SEC Filings
Education
Texas A&M University 1996 — 2000
BBA, Accounting
Lori Mettille (Wilson) Lori Mettille (Wilson)'s Hein & Associates Experience September 2006 - Present
Job Tax Partner at Hein & Associates
Industry Accounting
Experience
Hein & Associates September 2006 - Present
Dave & Buster's 2004 - 2006
Deloitte & Touche July 1999 - November 2004
Skills
Tax, Corporate Tax, Accounting, Income Tax, Tax Advisory, Auditing, FAS, Mergers & Acquisitions, Due Diligence, Tax Law, FIN 48, Tax Research, Financial Statements, Private Equity, Tax Accounting, CPA, Partnership Taxation, SEC filings, Sarbanes-Oxley Act
Education
Texas Tech University 1994 — 1999
MSA/BBA, Accounting
Texas Tech University - Rawls College of Business 1994 — 1999
MSA/BBA, Accounting
Hein & Associates September 2006 - Present
Dave & Buster's 2004 - 2006
Deloitte & Touche July 1999 - November 2004
Skills
Tax, Corporate Tax, Accounting, Income Tax, Tax Advisory, Auditing, FAS, Mergers & Acquisitions, Due Diligence, Tax Law, FIN 48, Tax Research, Financial Statements, Private Equity, Tax Accounting, CPA, Partnership Taxation, SEC filings, Sarbanes-Oxley Act
Education
Texas Tech University 1994 — 1999
MSA/BBA, Accounting
Texas Tech University - Rawls College of Business 1994 — 1999
MSA/BBA, Accounting
Michelle Loftis Michelle Loftis's Hein & Associates Experience 2003 - 2004
Job Principal at Arcadia Grants & Development, LLC
Industry Writing and Editing
Experience
JM Grants April 2015 - Present
Arcadia Grants & Development, LLC March 2015 - Present
Fort Bend Education Foundation, Kohl Children's Museum, and Second Mile Mission Center July 2014 - January 2015
QVal Property Advisors 2004 - January 2014
Hein & Associates 2003 - 2004
Baker Botts LLP 1998 - 2000
Marathon Oil Corporation 1994 - 1998
Skills
Technical Writing, Research, Nonprofits, Leadership, Project Management, Budgets, Valuation, Operations Management, Real Estate, Commercial Real Estate, Appraisals, Financial Analysis, Microsoft Office, Leases, Forecasting, Real Estate Economics, Due Diligence, Grant Writing, Editing, Fundraising, Event Planning, Philanthropy, Contracts Administrators, Public Speaking, Strategic Planning
Education
University of Houston Law Center
Doctor of Law (J.D.)
Texas A&M University
Bachelor of Administration, Marketing
JM Grants April 2015 - Present
Arcadia Grants & Development, LLC March 2015 - Present
Fort Bend Education Foundation, Kohl Children's Museum, and Second Mile Mission Center July 2014 - January 2015
QVal Property Advisors 2004 - January 2014
Hein & Associates 2003 - 2004
Baker Botts LLP 1998 - 2000
Marathon Oil Corporation 1994 - 1998
Skills
Technical Writing, Research, Nonprofits, Leadership, Project Management, Budgets, Valuation, Operations Management, Real Estate, Commercial Real Estate, Appraisals, Financial Analysis, Microsoft Office, Leases, Forecasting, Real Estate Economics, Due Diligence, Grant Writing, Editing, Fundraising, Event Planning, Philanthropy, Contracts Administrators, Public Speaking, Strategic Planning
Education
University of Houston Law Center
Doctor of Law (J.D.)
Texas A&M University
Bachelor of Administration, Marketing
Cody Schoenig Cody Schoenig's Hein & Associates Experience August 2015 - Present
Job Tax Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2015 - Present
Hein & Associates January 2012 - August 2015
Hein & Associates June 2009 - January 2012
Hein & Associates June 2007 - June 2009
Hein & Associates May 2004 - August 2005
Skills
Accounting, Tax Compliance, Income Tax, Tax, Partnership Taxation, Corporate Tax, Tax Research, Oil & Gas Accounting, Oil & Gas Companies, GoSystems, Checkpoint, Tax Accounting, Individual Taxation, FIN 48, Tax Preparation, State Tax, SEC Filings, CPA
Education
Texas Tech University - Rawls College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.) in Accounting, Finance and Economics
The University of Texas at Dallas 2009 — 2012
Master of Science (MS) in Accounting, Taxation
Hein & Associates August 2015 - Present
Hein & Associates January 2012 - August 2015
Hein & Associates June 2009 - January 2012
Hein & Associates June 2007 - June 2009
Hein & Associates May 2004 - August 2005
Skills
Accounting, Tax Compliance, Income Tax, Tax, Partnership Taxation, Corporate Tax, Tax Research, Oil & Gas Accounting, Oil & Gas Companies, GoSystems, Checkpoint, Tax Accounting, Individual Taxation, FIN 48, Tax Preparation, State Tax, SEC Filings, CPA
Education
Texas Tech University - Rawls College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.) in Accounting, Finance and Economics
The University of Texas at Dallas 2009 — 2012
Master of Science (MS) in Accounting, Taxation
Amy Knight, CPA Amy Knight, CPA's Hein & Associates Experience November 2008 - August 2011
Job Accounting Manager at Goodman Manufacturing
Industry Utilities
Experience
Goodman Manufacturing October 2013 - Present
Southwest Water Company August 2011 - October 2013
Hein & Associates November 2008 - August 2011
PwC August 2005 - November 2008
Skills
SEC filings, GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, Auditing, General Ledger, Sarbanes-Oxley, Consolidation, CPA, 10Q, Financial Analysis
Education
Sam Houston State University 2003 — 2005
Master's degree, Finance
Sam Houston State University 2000 — 2003
Bachelor's degree, Accounting
Goodman Manufacturing October 2013 - Present
Southwest Water Company August 2011 - October 2013
Hein & Associates November 2008 - August 2011
PwC August 2005 - November 2008
Skills
SEC filings, GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, Auditing, General Ledger, Sarbanes-Oxley, Consolidation, CPA, 10Q, Financial Analysis
Education
Sam Houston State University 2003 — 2005
Master's degree, Finance
Sam Houston State University 2000 — 2003
Bachelor's degree, Accounting
Priscilla Wang's Hein & Associates Experience February 2005 - January 2007
Job Senior Tax Accountant at ProBuild
Industry Accounting
Experience
ProBuild May 2008 - Present
MediaNews Group January 2007 - May 2008
Hein & Associates February 2005 - January 2007
Mercy Housing, (Nonprofit) August 2002 - February 2005
Ernst & Young LLP July 2001 - July 2002
Skills
Federal & State Income..., Corporate Tax, Partnership Taxation, Sales & Use Tax..., Tax Research, PowerPoint, Microsoft Excel, MS Excel Pivot Tables, Access, GoSystems, OneSource, RIA, CCH Research, BNA Fixed Assets
Education
University of Kansas - Graduate School of Business 1999 — 2001
Master’s Degree, Taxation
The University of Kansas 1993 — 1997
Bachelor’s Degree, Business Administration and Management, General
ProBuild May 2008 - Present
MediaNews Group January 2007 - May 2008
Hein & Associates February 2005 - January 2007
Mercy Housing, (Nonprofit) August 2002 - February 2005
Ernst & Young LLP July 2001 - July 2002
Skills
Federal & State Income..., Corporate Tax, Partnership Taxation, Sales & Use Tax..., Tax Research, PowerPoint, Microsoft Excel, MS Excel Pivot Tables, Access, GoSystems, OneSource, RIA, CCH Research, BNA Fixed Assets
Education
University of Kansas - Graduate School of Business 1999 — 2001
Master’s Degree, Taxation
The University of Kansas 1993 — 1997
Bachelor’s Degree, Business Administration and Management, General
Erika Shaul Erika Shaul's Hein & Associates Experience September 2015 - Present
Job Audit Associate at Hein & Associates
Industry Accounting
Experience
Hein & Associates September 2015 - Present
DayClocks, Inc. March 2008 - December 2013
Berry-Hinckley Industries March 2007 - March 2008
7C's Manufacturing August 2003 - March 2007
Skills
Peachtree, Accounts Payable, Accounts Receivable, Payroll, Quickbooks, US GAAP, Account Reconciliation, IFRS, Microsoft Office, Account Management, Retail Accounting, ACH, Bookkeeping, Tax Preparation, QuickBooks, Accounting, Tax
Education
University of Colorado Denver 2013 — 2015
Master of Science (MS), Accounting
University of Nevada-Reno 2011 — 2013
Bachelor of Science in Business Administration, Accounting
Truckee Meadows Community College 2009 — 2012
Associate of Arts, Business
Hein & Associates September 2015 - Present
DayClocks, Inc. March 2008 - December 2013
Berry-Hinckley Industries March 2007 - March 2008
7C's Manufacturing August 2003 - March 2007
Skills
Peachtree, Accounts Payable, Accounts Receivable, Payroll, Quickbooks, US GAAP, Account Reconciliation, IFRS, Microsoft Office, Account Management, Retail Accounting, ACH, Bookkeeping, Tax Preparation, QuickBooks, Accounting, Tax
Education
University of Colorado Denver 2013 — 2015
Master of Science (MS), Accounting
University of Nevada-Reno 2011 — 2013
Bachelor of Science in Business Administration, Accounting
Truckee Meadows Community College 2009 — 2012
Associate of Arts, Business
Kye(Kay) Kim Kye(Kay) Kim's Hein & Associates Experience August 2007 - Present
Job Tax Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2007 - Present
Stone Pine Accounting Services, LLC August 2005 - June 2007
Skills
Partnership Taxation, Microsoft Office, Tax Research, Tax Accounting, SEC filings, CPA, Corporate Tax, Tax Returns, Income Tax, State Tax, Tax Preparation, GoSystems, S Corporations, US Tax, ProSystem fx Tax, CCH ProSystem fx, Partnership Tax Returns
Education
University of Denver 2003 — 2005
Master of Taxation, Graduate Tax Program, Taxation
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Bachelor of Business Administration, Accounting
University of Colorado at Boulder 1996 — 2000
Bachelor of Arts (B.A.) and Bachelor of Business Administration, Economics Major, Business Minor
Littleton High School, Littleton, Colorado 1992 — 1996
Hein & Associates August 2007 - Present
Stone Pine Accounting Services, LLC August 2005 - June 2007
Skills
Partnership Taxation, Microsoft Office, Tax Research, Tax Accounting, SEC filings, CPA, Corporate Tax, Tax Returns, Income Tax, State Tax, Tax Preparation, GoSystems, S Corporations, US Tax, ProSystem fx Tax, CCH ProSystem fx, Partnership Tax Returns
Education
University of Denver 2003 — 2005
Master of Taxation, Graduate Tax Program, Taxation
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Bachelor of Business Administration, Accounting
University of Colorado at Boulder 1996 — 2000
Bachelor of Arts (B.A.) and Bachelor of Business Administration, Economics Major, Business Minor
Littleton High School, Littleton, Colorado 1992 — 1996
Alina François Alina François's Hein & Associates Experience January 2011 - October 2011
Job Controller at Forefront Networks, LP & 3 Can Events Management, LLC
Industry Accounting
Experience
Forefront Networks, LP & 3 Can Events Management, LLC January 2014 - Present
Forefront Networks, LP, 3 Can Events Management, LLC and Trail of Lights Foundation September 2013 - January 2014
Harper & Pearson, P.C. September 2011 - December 2012
Hein & Associates January 2011 - October 2011
Blue Cross Blue Shield NC January 2009 - September 2010
Potential Church December 2005 - July 2007
Skills
Financial statement..., Auditing, Assurance, GAAP, Internal Controls, SEC filings, Financial Reporting, General Ledger, US GAAP, Microsoft Office, CRM, Sales, Accounting, Bookkeeping, Sarbanes-Oxley Act, CPA, Nonprofits, Finance, Microsoft Excel, Financial Statements, Financial Analysis, Financial Accounting
Education
The University of Texas at Austin 1998 — 2002
BBA Finance
University of Houston
Certified Accounting Program
Forefront Networks, LP & 3 Can Events Management, LLC January 2014 - Present
Forefront Networks, LP, 3 Can Events Management, LLC and Trail of Lights Foundation September 2013 - January 2014
Harper & Pearson, P.C. September 2011 - December 2012
Hein & Associates January 2011 - October 2011
Blue Cross Blue Shield NC January 2009 - September 2010
Potential Church December 2005 - July 2007
Skills
Financial statement..., Auditing, Assurance, GAAP, Internal Controls, SEC filings, Financial Reporting, General Ledger, US GAAP, Microsoft Office, CRM, Sales, Accounting, Bookkeeping, Sarbanes-Oxley Act, CPA, Nonprofits, Finance, Microsoft Excel, Financial Statements, Financial Analysis, Financial Accounting
Education
The University of Texas at Austin 1998 — 2002
BBA Finance
University of Houston
Certified Accounting Program
Nancy Iyoha Nancy Iyoha's Hein & Associates Experience January 2015 - April 2015
Job MBA
Industry Accounting
Experience
Hein & Associates January 2015 - April 2015
Souper Bowl of Caring August 2014 - December 2014
US Navy July 2006 - July 2014
Concept Financial Services January 2012 - October 2012
Sam Houston State University August 2009 - July 2010
Skills
Accounting, Microsoft Office, Nonprofits, PowerPoint, Navy, Leadership, Customer Service, Financial Analysis, Microsoft Word, Public Speaking, Security Clearance, Supervisory Skills, Microsoft Excel, Training, Financial Reporting, Non-profits, Accounts Payable, Weapons, Military, Time Management, Tax, SAP, Word, Account Reconciliation, Military Operations, Audit
Education
University of Houston-Victoria 2012 — 2015
Master of Business Administration (MBA), Accounting, General
Sam Houston State University 2006 — 2011
Bachelor of Business Administration, Accounting
Hein & Associates January 2015 - April 2015
Souper Bowl of Caring August 2014 - December 2014
US Navy July 2006 - July 2014
Concept Financial Services January 2012 - October 2012
Sam Houston State University August 2009 - July 2010
Skills
Accounting, Microsoft Office, Nonprofits, PowerPoint, Navy, Leadership, Customer Service, Financial Analysis, Microsoft Word, Public Speaking, Security Clearance, Supervisory Skills, Microsoft Excel, Training, Financial Reporting, Non-profits, Accounts Payable, Weapons, Military, Time Management, Tax, SAP, Word, Account Reconciliation, Military Operations, Audit
Education
University of Houston-Victoria 2012 — 2015
Master of Business Administration (MBA), Accounting, General
Sam Houston State University 2006 — 2011
Bachelor of Business Administration, Accounting
Jessica Franz, CPA Jessica Franz, CPA's Hein & Associates Experience September 2007 - October 2008
Job Owner, President at Online Bookkeeping, Inc.
Industry Financial Services
Experience
Online Bookkeeping Inc. January 2012 - Present
AeroGrow International October 2008 - July 2011
Hein & Associates September 2007 - October 2008
Hein & Associates June 2006 - August 2006
JP Turner & Company, LLC August 2005 - December 2005
Skills
Certified Public..., QuickBooks Pro Advisor, CPA, GAAP, SEC Filings, Financial Accounting, QuickBooks, Auditing, Microsoft Excel, Accounting
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2007
Accounting, Accounting
US Coast Guard Academy 2002 — 2003
Operations Research
Online Bookkeeping Inc. January 2012 - Present
AeroGrow International October 2008 - July 2011
Hein & Associates September 2007 - October 2008
Hein & Associates June 2006 - August 2006
JP Turner & Company, LLC August 2005 - December 2005
Skills
Certified Public..., QuickBooks Pro Advisor, CPA, GAAP, SEC Filings, Financial Accounting, QuickBooks, Auditing, Microsoft Excel, Accounting
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2007
Accounting, Accounting
US Coast Guard Academy 2002 — 2003
Operations Research
Felipe Andres Munoz Guzman Felipe Andres Munoz Guzman's Hein & Associates Experience September 2014 - Present
Job Audit Services
Industry Financial Services
Experience
Hein & Associates September 2014 - Present
PKF CHILE October 2003 - July 2013
Skills
IFRS, English, External Audit, Spanish, Internal Audit
Education
Universidad de Santiago de Chile
Hein & Associates September 2014 - Present
PKF CHILE October 2003 - July 2013
Skills
IFRS, English, External Audit, Spanish, Internal Audit
Education
Universidad de Santiago de Chile
Jeff Prengler Jeff Prengler's Hein & Associates Experience August 2011 - January 2013
Job International Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US February 2014 - Present
Kurtz & Company, P.C. June 2013 - December 2013
WorleyParsons February 2013 - April 2013
Hein & Associates August 2011 - January 2013
Deloitte April 2006 - August 2011
Kurtz & Company, P.C. August 2001 - July 2003
Skills
International Tax, Tax Research, Tax Law, Business Tax Planning, Corporate Tax, Tax Preparation, Tax Accounting, Partnership Taxation, Corporate Tax Planning, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Oil & Gas Industry, Tax, Tax Advisory, CPA, Income Tax, SEC filings, Tax Returns, US GAAP
Education
University of Houston Law Center 2003 — 2005
Doctor of Law (J.D.)
The University of Texas at Austin 1996 — 2001
Master in Professional Accounting, Bachelor of Business Administration, Professional Program in Accounting - Dual Degree Program
KPMG US February 2014 - Present
Kurtz & Company, P.C. June 2013 - December 2013
WorleyParsons February 2013 - April 2013
Hein & Associates August 2011 - January 2013
Deloitte April 2006 - August 2011
Kurtz & Company, P.C. August 2001 - July 2003
Skills
International Tax, Tax Research, Tax Law, Business Tax Planning, Corporate Tax, Tax Preparation, Tax Accounting, Partnership Taxation, Corporate Tax Planning, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Oil & Gas Industry, Tax, Tax Advisory, CPA, Income Tax, SEC filings, Tax Returns, US GAAP
Education
University of Houston Law Center 2003 — 2005
Doctor of Law (J.D.)
The University of Texas at Austin 1996 — 2001
Master in Professional Accounting, Bachelor of Business Administration, Professional Program in Accounting - Dual Degree Program
Amy Patton Amy Patton's Hein & Associates Experience June 2006 - Present
Job Senior Audit Manager at Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates June 2006 - Present
Ernst & Young January 2000 - June 2006
Skills
Auditing, SEC filings, US GAAP, CPA, GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, External Audit
Education
Texas Tech University 1995 — 1999
BBA/MSA, Accounting
Hein & Associates June 2006 - Present
Ernst & Young January 2000 - June 2006
Skills
Auditing, SEC filings, US GAAP, CPA, GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, External Audit
Education
Texas Tech University 1995 — 1999
BBA/MSA, Accounting
Meeta Patel Meeta Patel's Hein & Associates Experience January 2013 - April 2013
Job Staff Accountant at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan September 2013 - Present
Resolve Tech Solutions September 2012 - December 2013
Hein & Associates January 2013 - April 2013
WaveTwo July 2011 - January 2012
University of Texas- Arlington March 2010 - September 2010
Walgreens June 2008 - March 2009
University of Texas- Arlington September 2007 - February 2008
Skills
QuickBooks, Accounting, Account Reconciliation, Payroll, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Outlook, Customer Service, Windows, Data Entry, Financial Analysis, Accounts Receivable, Time Management, Finance, Leadership, Human Resources, Analysis
Education
The University of Texas at Arlington - College of Business 2010 — 2012
MPA, Accounting
The University of Texas at Arlington 2006 — 2010
Interdisciplinary Studies, Accounting, Communication
PMB Helin Donovan September 2013 - Present
Resolve Tech Solutions September 2012 - December 2013
Hein & Associates January 2013 - April 2013
WaveTwo July 2011 - January 2012
University of Texas- Arlington March 2010 - September 2010
Walgreens June 2008 - March 2009
University of Texas- Arlington September 2007 - February 2008
Skills
QuickBooks, Accounting, Account Reconciliation, Payroll, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Outlook, Customer Service, Windows, Data Entry, Financial Analysis, Accounts Receivable, Time Management, Finance, Leadership, Human Resources, Analysis
Education
The University of Texas at Arlington - College of Business 2010 — 2012
MPA, Accounting
The University of Texas at Arlington 2006 — 2010
Interdisciplinary Studies, Accounting, Communication
Kristen Scherer Kristen Scherer's Hein & Associates Experience July 2007 - Present
Job Hein & Associates Tax Manager
Industry Accounting
Experience
Hein & Associates July 2007 - Present
Relay For Life Frisco July 2008 - April 2012
Ryan & Company 2004 - 2007
Skills
Tax Compliance, Tax Research, Tax Controversy, Income Tax, Tax, Corporate Tax, Auditing, Sales Tax, International Tax, Tax Accounting, CPA
Education
Texas Tech University - Rawls College of Business 2000 — 2004
Master of Science (M.S.), Taxation
Hein & Associates July 2007 - Present
Relay For Life Frisco July 2008 - April 2012
Ryan & Company 2004 - 2007
Skills
Tax Compliance, Tax Research, Tax Controversy, Income Tax, Tax, Corporate Tax, Auditing, Sales Tax, International Tax, Tax Accounting, CPA
Education
Texas Tech University - Rawls College of Business 2000 — 2004
Master of Science (M.S.), Taxation
Chris Schierhorn Chris Schierhorn's Hein & Associates Experience September 2014 - Present
Job Audit Staff at Hein & Associates
Industry Accounting
Experience
Hein & Associates September 2014 - Present
Martin W. Cohen CPA February 2014 - July 2014
Pappas Restaurants, Inc. September 2013 - January 2014
La Finca Providencia May 2013 - August 2013
Anchorage Mayor's Office May 2011 - August 2012
Skills
Microsoft Excel, Spanish, Accounting, PowerPoint, QuickBooks, Public Speaking, Auditing
Education
The University of Dallas 2013 — 2014
Master of Science (MS), Accounting
The University of Dallas 2010 — 2013
Bachelor of Arts (BA), Business Administration and Management, General
Hein & Associates September 2014 - Present
Martin W. Cohen CPA February 2014 - July 2014
Pappas Restaurants, Inc. September 2013 - January 2014
La Finca Providencia May 2013 - August 2013
Anchorage Mayor's Office May 2011 - August 2012
Skills
Microsoft Excel, Spanish, Accounting, PowerPoint, QuickBooks, Public Speaking, Auditing
Education
The University of Dallas 2013 — 2014
Master of Science (MS), Accounting
The University of Dallas 2010 — 2013
Bachelor of Arts (BA), Business Administration and Management, General
Landon Slayter Landon Slayter's Hein & Associates Experience August 2015 - Present
Job Audit Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2015 - Present
Hein & Associates December 2013 - July 2015
Hein & Associates June 2012 - December 2013
Skills
Auditing, GAAP, US GAAP, Accounting, Finance, External Audit, Financial Statements, CPA
Education
Texas A&M University 2007 — 2012
Bachelor's degree, Accounting
Texas A&M University 2007 — 2012
Master's degree, Finance, General
Hein & Associates August 2015 - Present
Hein & Associates December 2013 - July 2015
Hein & Associates June 2012 - December 2013
Skills
Auditing, GAAP, US GAAP, Accounting, Finance, External Audit, Financial Statements, CPA
Education
Texas A&M University 2007 — 2012
Bachelor's degree, Accounting
Texas A&M University 2007 — 2012
Master's degree, Finance, General
Sarah Broussard, CPA Sarah Broussard, CPA's Hein & Associates Experience 2002 - 2004
Job Controller at Broussard Logistics
Industry Logistics and Supply Chain
Experience
Broussard Logistics January 2005 - Present
Hein & Associates 2002 - 2004
Skills
CPA, GAAP, US GAAP, Financial Analysis, Transportation, Auditing, Financial Reporting, Accounting, SEC Filings, Management, 3PL, Transportation..., Tax, General Ledger, Internal Audit, Internal Controls, Financial Statements, Sarbanes-Oxley Act, Financial Accounting
Education
Texas A&M University 1997 — 2002
Bachelor of Business Administration (BBA), Master of Science, Accounting
Broussard Logistics January 2005 - Present
Hein & Associates 2002 - 2004
Skills
CPA, GAAP, US GAAP, Financial Analysis, Transportation, Auditing, Financial Reporting, Accounting, SEC Filings, Management, 3PL, Transportation..., Tax, General Ledger, Internal Audit, Internal Controls, Financial Statements, Sarbanes-Oxley Act, Financial Accounting
Education
Texas A&M University 1997 — 2002
Bachelor of Business Administration (BBA), Master of Science, Accounting
Emily Broussard Brooks Emily Broussard Brooks's Hein & Associates Experience August 2013 - September 2014
Job Internal Audit at Kinder Morgan
Industry Accounting
Experience
Kinder Morgan September 2014 - Present
Hein & Associates August 2013 - September 2014
Hein & Associates August 2011 - July 2013
Hein & Associates January 2010 - August 2011
Skills
CPA, External Audit, SEC Filings, Oil & Gas Industry, US GAAP, Financial Reporting, Accounting, Auditing, Internal Controls, Sarbanes-Oxley Act, Variance Analysis
Education
University of Alabama 2008 — 2009
Master's degree, Accounting
University of Alabama 2004 — 2008
Bachelor's degree, Accounting
Kinder Morgan September 2014 - Present
Hein & Associates August 2013 - September 2014
Hein & Associates August 2011 - July 2013
Hein & Associates January 2010 - August 2011
Skills
CPA, External Audit, SEC Filings, Oil & Gas Industry, US GAAP, Financial Reporting, Accounting, Auditing, Internal Controls, Sarbanes-Oxley Act, Variance Analysis
Education
University of Alabama 2008 — 2009
Master's degree, Accounting
University of Alabama 2004 — 2008
Bachelor's degree, Accounting
Lea Bylina Lea Bylina's Hein & Associates Experience August 2015 - Present
Job General Administration at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2015 - Present
Ensign Wealth Advisors September 2014 - August 2015
Circa 79 Salon May 2012 - August 2014
Circa 79 Salon January 2010 - May 2012
Skills
Customer Service, Event Planning, Microsoft Office, Data Entry, Microsoft Word, Social Media Advertising, Mac OS, Meeting Scheduling, Phone Etiquette, Facebook Marketing, Email Marketing, Inventory Management, Inventory Analysis, Team Management, Customer Oriented
Education
University of Arizona 2008 — 2012
Bachelor of Arts (B.A.), Early Childhood Education
Hein & Associates August 2015 - Present
Ensign Wealth Advisors September 2014 - August 2015
Circa 79 Salon May 2012 - August 2014
Circa 79 Salon January 2010 - May 2012
Skills
Customer Service, Event Planning, Microsoft Office, Data Entry, Microsoft Word, Social Media Advertising, Mac OS, Meeting Scheduling, Phone Etiquette, Facebook Marketing, Email Marketing, Inventory Management, Inventory Analysis, Team Management, Customer Oriented
Education
University of Arizona 2008 — 2012
Bachelor of Arts (B.A.), Early Childhood Education
Jay Crandell's Hein & Associates Experience July 2006 - December 2012
Job Director of Tax at Bonanza Creek Energy, Inc.
Industry Accounting
Experience
Bonanza Creek Energy, Inc. February 2015 - Present
Triangle Petroleum Corporation January 2013 - January 2015
Hein & Associates July 2006 - December 2012
Price Waterhouse Coopers June 2003 - May 2006
Deloitte July 2002 - May 2003
Skills
Tax Research, CPA, Corporate Tax, Partnership Taxation, Tax, GAAP, Tax Accounting, Income Tax, SEC filings, US GAAP, FIN 48, Accounting, Auditing, Financial Reporting, State Tax, Internal Controls
Education
The Ohio State University 1997 — 2002
BSBA, Accounting
The Ohio State University Fisher College of Business 1997 — 2002
BSBA, Accounting
Bonanza Creek Energy, Inc. February 2015 - Present
Triangle Petroleum Corporation January 2013 - January 2015
Hein & Associates July 2006 - December 2012
Price Waterhouse Coopers June 2003 - May 2006
Deloitte July 2002 - May 2003
Skills
Tax Research, CPA, Corporate Tax, Partnership Taxation, Tax, GAAP, Tax Accounting, Income Tax, SEC filings, US GAAP, FIN 48, Accounting, Auditing, Financial Reporting, State Tax, Internal Controls
Education
The Ohio State University 1997 — 2002
BSBA, Accounting
The Ohio State University Fisher College of Business 1997 — 2002
BSBA, Accounting
Mireya Cavazos Mireya Cavazos's Hein & Associates Experience August 2015 - Present
Job Audit Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2015 - Present
Hein & Associates September 2013 - July 2015
Deloitte September 2012 - August 2013
Deloitte October 2011 - September 2012
Profit MX January 2011 - June 2011
Skills
External Audit, Financial Reporting, Financial Accounting, US GAAP, Internal Controls, IFRS, CPA, GAAP, Accounting, Auditing, Sarbanes-Oxley Act, Financial Statements, Assurance, SEC filings, Internal Audit
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Austin 2009 — 2010
Master in Professional Accounting, Accounting, Finance, 3.7
Hein & Associates August 2015 - Present
Hein & Associates September 2013 - July 2015
Deloitte September 2012 - August 2013
Deloitte October 2011 - September 2012
Profit MX January 2011 - June 2011
Skills
External Audit, Financial Reporting, Financial Accounting, US GAAP, Internal Controls, IFRS, CPA, GAAP, Accounting, Auditing, Sarbanes-Oxley Act, Financial Statements, Assurance, SEC filings, Internal Audit
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Austin 2009 — 2010
Master in Professional Accounting, Accounting, Finance, 3.7
Pat Hanley Pat Hanley's Hein & Associates Experience Tax Senior ManagerDeloitte & Touche LLPMay 2002 - July 2006
Job Tax Partner at Hein & Associates, LLP
Industry Accounting
Experience
Hein & Associates Tax Senior ManagerDeloitte & Touche LLPMay 2002 - July 2006
Arthur Andersen 1997 - 2002
Education
The University of Montana - School of Business Administration 1996 — 1997
Masters, Accounting
Hein & Associates Tax Senior ManagerDeloitte & Touche LLPMay 2002 - July 2006
Arthur Andersen 1997 - 2002
Education
The University of Montana - School of Business Administration 1996 — 1997
Masters, Accounting
Dane Massey Dane Massey's Hein & Associates Experience November 2001 - September 2003
Job Certified Public Accountant
Industry Accounting
Experience
Dane Massey, CPA 2015 - Present
VIP Search Group March 2015 - May 2015
Milburn Ray and Company December 2014 - January 2015
Protiviti August 2014 - October 2014
Anatomical Medical Laboratories, Inc. October 2009 - July 2014
Grant Thornton September 2004 - June 2009
James Pollock, CPA September 2003 - September 2004
Hein & Associates November 2001 - September 2003
Price Waterhouse Coopers January 2000 - November 2001
Skills
GAAP, Financial Reporting, Auditing, Financial Accounting, Healthcare, Internal Controls, Payroll Taxes, Revenue Recognition, Sarbanes-Oxley Act, SEC filings, US GAAP, Financial Forecasting, Management, Assurance
Education
Texas State University-San Marcos 1996 — 1999
BBA, Double Major - Accounting and Finance
Dane Massey, CPA 2015 - Present
VIP Search Group March 2015 - May 2015
Milburn Ray and Company December 2014 - January 2015
Protiviti August 2014 - October 2014
Anatomical Medical Laboratories, Inc. October 2009 - July 2014
Grant Thornton September 2004 - June 2009
James Pollock, CPA September 2003 - September 2004
Hein & Associates November 2001 - September 2003
Price Waterhouse Coopers January 2000 - November 2001
Skills
GAAP, Financial Reporting, Auditing, Financial Accounting, Healthcare, Internal Controls, Payroll Taxes, Revenue Recognition, Sarbanes-Oxley Act, SEC filings, US GAAP, Financial Forecasting, Management, Assurance
Education
Texas State University-San Marcos 1996 — 1999
BBA, Double Major - Accounting and Finance
J. Steven Womack J. Steven Womack's Hein & Associates Experience November 2012 - November 2014
Job Assurance Senior at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
Hein & Associates November 2012 - November 2014
Ernst & Young October 2009 - November 2013
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, External Audit, Financial Accounting, Sarbanes-Oxley Act, US GAAP, GAAP, Assurance, Financial Analysis, Sarbanes-Oxley, SEC filings, Financial Audits
Education
Sam Houston State University 2008 — 2009
Master of Science (M.S.), Accounting
Sam Houston State University 2004 — 2008
Bachelor of Science (BS), Accounting
BDO USA, LLP December 2014 - Present
Hein & Associates November 2012 - November 2014
Ernst & Young October 2009 - November 2013
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, External Audit, Financial Accounting, Sarbanes-Oxley Act, US GAAP, GAAP, Assurance, Financial Analysis, Sarbanes-Oxley, SEC filings, Financial Audits
Education
Sam Houston State University 2008 — 2009
Master of Science (M.S.), Accounting
Sam Houston State University 2004 — 2008
Bachelor of Science (BS), Accounting
Emilie Spear (Deibler) CIA, CISA, CRISC Emilie Spear (Deibler) CIA, CISA, CRISC's Hein & Associates Experience November 2013 - Present
Job Professional Business Advisory Services at Hein & Associates
Industry Information Technology and Services
Experience
Hein & Associates November 2013 - Present
Experis ManpowerGroup August 2012 - November 2013
Vail Resorts 2006 - 2012
Security National Holding Company, LLC 2005 - 2006
Community National Bank, San Diego, CA 2004 - 2006
Gap Inc. 2001 - 2002
Encirq Corporation 2000 - 2001
Concur Technologies 1999 - 2000
Backroads 1998 - 1999
Accenture 1994 - 1997
Skills
Internal Audit, Business Process..., Integration, Project Management, Business Intelligence, Risk Management, PeopleSoft, Sarbanes-Oxley Act, SAP, Management, Budgets, SDLC, Consulting, Strategy, Analysis, Change Management, Auditing, Governance
Education
University of California, San Diego 1990 — 1994
BS, Quantitative Economics & Decision Sciences
Hein & Associates November 2013 - Present
Experis ManpowerGroup August 2012 - November 2013
Vail Resorts 2006 - 2012
Security National Holding Company, LLC 2005 - 2006
Community National Bank, San Diego, CA 2004 - 2006
Gap Inc. 2001 - 2002
Encirq Corporation 2000 - 2001
Concur Technologies 1999 - 2000
Backroads 1998 - 1999
Accenture 1994 - 1997
Skills
Internal Audit, Business Process..., Integration, Project Management, Business Intelligence, Risk Management, PeopleSoft, Sarbanes-Oxley Act, SAP, Management, Budgets, SDLC, Consulting, Strategy, Analysis, Change Management, Auditing, Governance
Education
University of California, San Diego 1990 — 1994
BS, Quantitative Economics & Decision Sciences
Robin Klinghagen's Hein & Associates Experience January 2012 - Present
Job Partner at Hein & Associates
Industry Accounting
Experience
Hein & Associates January 2012 - Present
Hein & Associates February 2011 - December 2011
PwC August 2000 - January 2011
LodgeNet Interactive Corporation 1992 - 2000
Burger King Corporation 1984 - February 1992
Skills
Tax Research, Tax Preparation, Tax Returns, Income Tax, Tax Accounting, CPA, State Tax, Corporate Tax, Mergers & Acquisitions, Tax, Sarbanes-Oxley Act, Tax Law, Due Diligence, Accounting, Transfer Pricing, Budgets, General Ledger, SEC filings, Financial Analysis, Partnership Taxation, Financial Accounting, Fixed Assets, Sales Tax, GAAP, Financial Reporting, Tax Advisory
Education
The University of South Dakota 1987 — 1991
BS, Accounting
University of Phoenix
Master, Accounting
Hein & Associates January 2012 - Present
Hein & Associates February 2011 - December 2011
PwC August 2000 - January 2011
LodgeNet Interactive Corporation 1992 - 2000
Burger King Corporation 1984 - February 1992
Skills
Tax Research, Tax Preparation, Tax Returns, Income Tax, Tax Accounting, CPA, State Tax, Corporate Tax, Mergers & Acquisitions, Tax, Sarbanes-Oxley Act, Tax Law, Due Diligence, Accounting, Transfer Pricing, Budgets, General Ledger, SEC filings, Financial Analysis, Partnership Taxation, Financial Accounting, Fixed Assets, Sales Tax, GAAP, Financial Reporting, Tax Advisory
Education
The University of South Dakota 1987 — 1991
BS, Accounting
University of Phoenix
Master, Accounting
Andrea Caparelli, CPA Andrea Caparelli, CPA's Hein & Associates Experience September 2007 - June 2009
Job PwC Manager
Industry Accounting
Experience
PwC January 2011 - Present
Wymer Brownlee Tax & Financial Management August 2009 - August 2010
Hein & Associates September 2007 - June 2009
Cushman & Wakefield May 2006 - May 2007
Skills
CPA, Assurance, Tax Preparation, SEC filings, US GAAP, GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, Tax Research, Financial Analysis, Income Tax
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
University of Colorado at Boulder 2003 — 2007
BSBA, Accounting, Real Estate
PwC January 2011 - Present
Wymer Brownlee Tax & Financial Management August 2009 - August 2010
Hein & Associates September 2007 - June 2009
Cushman & Wakefield May 2006 - May 2007
Skills
CPA, Assurance, Tax Preparation, SEC filings, US GAAP, GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, Tax Research, Financial Analysis, Income Tax
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
University of Colorado at Boulder 2003 — 2007
BSBA, Accounting, Real Estate
Elizabeth Small's Hein & Associates Experience December 2014 - Present
Job Tax Administrative Assistant at Hein & Associates
Industry Marketing and Advertising
Experience
Hein & Associates December 2014 - Present
Hein & Associates LLP October 2010 - Present
Auction & Event Solutions October 2008 - Present
The Integer Group January 2009 - June 2009
Hiwan Golf Club June 2007 - June 2009
Up With People May 2007 - May 2008
The Draft Sports Bar and Grill January 2003 - January 2008
Metro Brokers March 2006 - August 2007
Skills
Training, Project Management, Administration, Research and Reporting, Develop and Implement..., Organizational..., Event Planning Assistant, Marketing, Editing, Fundraising, Social Media, Nonprofits, Customer Service, Microsoft Office, Event Planning
Education
University of Colorado at Boulder 2004 — 2008
Bachelor's degree, Communication, Economics
Leeds School of Business, University of Colorado at 2007 — 2008
Certificate of Applied, Business
Hein & Associates December 2014 - Present
Hein & Associates LLP October 2010 - Present
Auction & Event Solutions October 2008 - Present
The Integer Group January 2009 - June 2009
Hiwan Golf Club June 2007 - June 2009
Up With People May 2007 - May 2008
The Draft Sports Bar and Grill January 2003 - January 2008
Metro Brokers March 2006 - August 2007
Skills
Training, Project Management, Administration, Research and Reporting, Develop and Implement..., Organizational..., Event Planning Assistant, Marketing, Editing, Fundraising, Social Media, Nonprofits, Customer Service, Microsoft Office, Event Planning
Education
University of Colorado at Boulder 2004 — 2008
Bachelor's degree, Communication, Economics
Leeds School of Business, University of Colorado at 2007 — 2008
Certificate of Applied, Business
Brian Cather Brian Cather's Hein & Associates Experience July 2014 - Present
Job Senior Associate at Hein and Associates
Industry Computer & Network Security
Experience
Hein & Associates July 2014 - Present
Deloitte August 2012 - June 2014
UPS September 2011 - August 2012
Skills
ITGC SOX, NIST 800-53, PCI DSS, Scripting, FedRAMP, Cloud Service Federal..., Apache, Nessus, Wireshark, Java, IIS, SQL, Active Directory, HTML, Visual Basic, MySQL, SSH, Nmap, Snort, Metasploit
Education
Towson University 2010 — 2012
Computer Science, Computer Security
Hein & Associates July 2014 - Present
Deloitte August 2012 - June 2014
UPS September 2011 - August 2012
Skills
ITGC SOX, NIST 800-53, PCI DSS, Scripting, FedRAMP, Cloud Service Federal..., Apache, Nessus, Wireshark, Java, IIS, SQL, Active Directory, HTML, Visual Basic, MySQL, SSH, Nmap, Snort, Metasploit
Education
Towson University 2010 — 2012
Computer Science, Computer Security
Disa Brymas's Hein & Associates Experience December 1996 - August 1999
Job Sr. Tax Manager at General Electric Company
Industry Accounting
Experience
General Electric Company August 2001 - Present
Arthur Andersen August 1999 - August 2001
Hein & Associates December 1996 - August 1999
BDO Seidman, LLP January 1995 - December 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1994
MPA, TAX
General Electric Company August 2001 - Present
Arthur Andersen August 1999 - August 2001
Hein & Associates December 1996 - August 1999
BDO Seidman, LLP January 1995 - December 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1994
MPA, TAX
Amanda Gropp's Hein & Associates Experience December 2008 - December 2012
Job Sr. Accounts Payable Specialist at QEP Resources
Industry Oil & Energy
Experience
QEP Resources June 2015 - Present
QEP Resources, Inc. December 2012 - June 2015
Hein & Associates December 2008 - December 2012
The Kellogg Organization August 2007 - November 2008
NICE Systems October 2005 - May 2007
Real Estate Personnel September 2004 - September 2005
Skills
Financial Analysis, Data Analysis, Process Improvement, Microsoft Office, Microsoft Excel, Budgets, Outlook, Accounts Payable, PowerPoint, Microsoft Word, Financial Accounting, Payroll, Account Reconciliation, QuickBooks, General Ledger, Accounts Receivable, Accounting, Management, Customer Service, Financial Reporting
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Business Administration
QEP Resources June 2015 - Present
QEP Resources, Inc. December 2012 - June 2015
Hein & Associates December 2008 - December 2012
The Kellogg Organization August 2007 - November 2008
NICE Systems October 2005 - May 2007
Real Estate Personnel September 2004 - September 2005
Skills
Financial Analysis, Data Analysis, Process Improvement, Microsoft Office, Microsoft Excel, Budgets, Outlook, Accounts Payable, PowerPoint, Microsoft Word, Financial Accounting, Payroll, Account Reconciliation, QuickBooks, General Ledger, Accounts Receivable, Accounting, Management, Customer Service, Financial Reporting
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Business Administration
Meredith Alexander Mahoney's Hein & Associates Experience 2006 - 2006
Job Partner State and Local Tax at PwC
Industry Accounting
Experience
PwC Director - State and Local TaxPwC2010 - June 2015
Alexander Mahoney CPA, LLC 2007 - 2010
Hein & Associates 2006 - 2006
PwC 2002 - 2006
Up with People 1996 - 1997
Skills
Tax Research, Corporate Tax, Tax, Tax Accounting, Income Tax, CPA, Accounting, Partnership Taxation, Auditing, Internal Controls, Financial Reporting, Tax Returns, SEC filings, US Tax, State Tax, Financial Modeling, Tax Preparation, Tax Advisory, Due Diligence, Tax Law, Research & Development...
Education
University of Colorado Boulder 2000 — 2002
Bachelor's degree, Accounting
University of Colorado Boulder - Leeds School of Business 2000 — 2002
Master's of Science in Accounting, Emphasis in Taxation
The University of Texas at Austin 1998 — 1999
Accounting and Business/Management
The University of Texas at Austin 1994 — 1996
Accounting and Business/Management
PwC Director - State and Local TaxPwC2010 - June 2015
Alexander Mahoney CPA, LLC 2007 - 2010
Hein & Associates 2006 - 2006
PwC 2002 - 2006
Up with People 1996 - 1997
Skills
Tax Research, Corporate Tax, Tax, Tax Accounting, Income Tax, CPA, Accounting, Partnership Taxation, Auditing, Internal Controls, Financial Reporting, Tax Returns, SEC filings, US Tax, State Tax, Financial Modeling, Tax Preparation, Tax Advisory, Due Diligence, Tax Law, Research & Development...
Education
University of Colorado Boulder 2000 — 2002
Bachelor's degree, Accounting
University of Colorado Boulder - Leeds School of Business 2000 — 2002
Master's of Science in Accounting, Emphasis in Taxation
The University of Texas at Austin 1998 — 1999
Accounting and Business/Management
The University of Texas at Austin 1994 — 1996
Accounting and Business/Management
Michael Saumell-Baston's Hein & Associates Experience May 2007 - September 2008
Job Financial Analyst at Newfield Exploration
Industry Accounting
Experience
Newfield Exploration November 2008 - Present
Hein & Associates May 2007 - September 2008
Ernst & Young July 2005 - April 2007
Skills
Forecasting, Accounting, Analysis, Financial Reporting, Budgeting, Oil, Financial Analysis, Economics, SOX, Compliance, Gas, Energy, Petroleum, Sarbanes-Oxley Act, Due Diligence, Internal Controls
Education
Sam Houston State University 2000 — 2005
Newfield Exploration November 2008 - Present
Hein & Associates May 2007 - September 2008
Ernst & Young July 2005 - April 2007
Skills
Forecasting, Accounting, Analysis, Financial Reporting, Budgeting, Oil, Financial Analysis, Economics, SOX, Compliance, Gas, Energy, Petroleum, Sarbanes-Oxley Act, Due Diligence, Internal Controls
Education
Sam Houston State University 2000 — 2005
Brian Ong, CPA, MBA, MS's Hein & Associates Experience August 2015 - Present
Job Audit Senior at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2015 - Present
Hein & Associates August 2014 - Present
Hein & Associates September 2012 - Present
Specialized Loan Servicing August 2006 - August 2012
SLS 2006 - December 2009
Skills
Forecasting, Financial Reporting, Managerial Finance, Financial Accounting, Valuation, Budgets, Asset Managment, Loans, Portfolio Management, Credit, Credit Analysis, Finance, Business Strategy, Mortgage Lending, Strategic Planning
Education
University of Colorado at Denver 2011 — 2012
Master of Science (MS), Accounting, 3.91
University of Colorado at Denver 2008 — 2011
Master of Business Administration (MBA), Corporate Finance, 3.871
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Hein & Associates August 2015 - Present
Hein & Associates August 2014 - Present
Hein & Associates September 2012 - Present
Specialized Loan Servicing August 2006 - August 2012
SLS 2006 - December 2009
Skills
Forecasting, Financial Reporting, Managerial Finance, Financial Accounting, Valuation, Budgets, Asset Managment, Loans, Portfolio Management, Credit, Credit Analysis, Finance, Business Strategy, Mortgage Lending, Strategic Planning
Education
University of Colorado at Denver 2011 — 2012
Master of Science (MS), Accounting, 3.91
University of Colorado at Denver 2008 — 2011
Master of Business Administration (MBA), Corporate Finance, 3.871
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Shamika Smith's Hein & Associates Experience September 2005 - April 2009
Job
Industry Accounting
Experience
AES September 2012 - July 2013
AES January 2011 - August 2012
Nabors Industries November 2009 - December 2010
Hein & Associates September 2005 - April 2009
Pattillo Brown & Hill L.L.P September 2004 - August 2005
Skills
GAAP, Sarbanes-Oxley Act, US GAAP, Financial Reporting, SEC filings, Variance Analysis, Internal Controls, General Ledger, Consolidation, Auditing, Revenue Recognition, Financial Accounting, Accounting
Education
Texas A&M University - Mays Business School 2003 — 2004
MS, Accounting
Texas A&M University - Mays Business School 1999 — 2003
BBA, Accounting
AES September 2012 - July 2013
AES January 2011 - August 2012
Nabors Industries November 2009 - December 2010
Hein & Associates September 2005 - April 2009
Pattillo Brown & Hill L.L.P September 2004 - August 2005
Skills
GAAP, Sarbanes-Oxley Act, US GAAP, Financial Reporting, SEC filings, Variance Analysis, Internal Controls, General Ledger, Consolidation, Auditing, Revenue Recognition, Financial Accounting, Accounting
Education
Texas A&M University - Mays Business School 2003 — 2004
MS, Accounting
Texas A&M University - Mays Business School 1999 — 2003
BBA, Accounting
Bobby Lee's Hein & Associates Experience October 2013 - November 2014
Job Senior Manager at BDO, USA
Industry Accounting
Experience
BDO USA, LLP November 2014 - Present
Hein & Associates October 2013 - November 2014
NET Midstream May 2011 - September 2013
Ernst & Young September 2000 - May 2011
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, External Audit
Education
Texas A&M University 1994 — 2000
BDO USA, LLP November 2014 - Present
Hein & Associates October 2013 - November 2014
NET Midstream May 2011 - September 2013
Ernst & Young September 2000 - May 2011
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, External Audit
Education
Texas A&M University 1994 — 2000
Adam Clapp, CPA's Hein & Associates Experience September 2007 - May 2010
Job Controller at Bron Tapes, Inc.
Industry Accounting
Experience
Bron Tapes May 2014 - Present
Ascent Solar Technologies, Inc. December 2013 - May 2014
Ascent Solar Technologies, Inc. May 2010 - December 2013
Hein & Associates September 2007 - May 2010
CBIZ MHM, LLC 2005 - 2007
Skills
Financial Audits, CPA, SEC filings, GAAP, Internal Controls, Auditing, US GAAP, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, Internal Audit, General Ledger, Assurance, Income Tax
Education
The University of Kansas 2001 — 2006
BS, Accounting - Emphasis in Corporate Finance
Bron Tapes May 2014 - Present
Ascent Solar Technologies, Inc. December 2013 - May 2014
Ascent Solar Technologies, Inc. May 2010 - December 2013
Hein & Associates September 2007 - May 2010
CBIZ MHM, LLC 2005 - 2007
Skills
Financial Audits, CPA, SEC filings, GAAP, Internal Controls, Auditing, US GAAP, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, Internal Audit, General Ledger, Assurance, Income Tax
Education
The University of Kansas 2001 — 2006
BS, Accounting - Emphasis in Corporate Finance
Allison Murray Biediger's Hein & Associates Experience January 2002 - October 2004
Job Portfolio Manager Commercial Real Estate at Regions Bank
Industry Banking
Experience
Regions Bank March 2012 - Present
Regions Bank August 2009 - March 2012
Regions Bank September 2007 - August 2009
JPMorgan Chase October 2004 - September 2007
Hein & Associates January 2002 - October 2004
Skills
Loans, Financial Analysis, Real Estate, Commercial Banking, Commercial Lending, Due Diligence, Credit, Banking, Financial Modeling, Underwriting, Valuation, Mortgage Lending
Education
Texas A&M University - Mays Business School 2001 — 2002
MLERE, Land Economics and Real Estate
Texas A&M University 1997 — 2001
BBA, Finance
Regions Bank March 2012 - Present
Regions Bank August 2009 - March 2012
Regions Bank September 2007 - August 2009
JPMorgan Chase October 2004 - September 2007
Hein & Associates January 2002 - October 2004
Skills
Loans, Financial Analysis, Real Estate, Commercial Banking, Commercial Lending, Due Diligence, Credit, Banking, Financial Modeling, Underwriting, Valuation, Mortgage Lending
Education
Texas A&M University - Mays Business School 2001 — 2002
MLERE, Land Economics and Real Estate
Texas A&M University 1997 — 2001
BBA, Finance
Jeremy Hedrick's Hein & Associates Experience August 2006 - October 2008
Job Financial Controller
Industry Accounting
Experience
INROCK Drilling Systems March 2015 - Present
Schlumberger September 2013 - December 2014
Schlumberger August 2011 - September 2013
Schlumberger September 2010 - August 2011
Smith International October 2008 - September 2010
Hein & Associates August 2006 - October 2008
Skills
Accounting, Auditing, Budgets, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Audit, Internal Controls, Sarbanes-Oxley Act, US GAAP, Microsoft Office, Management
Education
Texas State University 1995 — 2001
BBA, Accounting & Management
INROCK Drilling Systems March 2015 - Present
Schlumberger September 2013 - December 2014
Schlumberger August 2011 - September 2013
Schlumberger September 2010 - August 2011
Smith International October 2008 - September 2010
Hein & Associates August 2006 - October 2008
Skills
Accounting, Auditing, Budgets, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Audit, Internal Controls, Sarbanes-Oxley Act, US GAAP, Microsoft Office, Management
Education
Texas State University 1995 — 2001
BBA, Accounting & Management
Lane Weaver's Hein & Associates Experience 2004 - 2006
Job Division Controller
Industry Oil & Energy
Experience
Buckeye Partners August 2015 - Present
Buckeye Energy Services 2011 - August 2015
BG Group September 2007 - April 2010
Hein & Associates 2004 - 2006
Skills
Accounting, Internal Controls, Management, Financial Reporting, Process Improvement, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
Texas A&M University 1999 — 2003
Bachelor, Accounting
Buckeye Partners August 2015 - Present
Buckeye Energy Services 2011 - August 2015
BG Group September 2007 - April 2010
Hein & Associates 2004 - 2006
Skills
Accounting, Internal Controls, Management, Financial Reporting, Process Improvement, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
Texas A&M University 1999 — 2003
Bachelor, Accounting
Jessie Meredith, CPA's Hein & Associates Experience November 2009 - Present
Job Audit at Hein & Associates
Industry Staffing and Recruiting
Experience
Hein & Associates November 2009 - Present
Robert Half Finance & Accounting May 2008 - May 2009
UHY Advisors June 2006 - April 2008
KPMG January 2005 - March 2005
Education
Texas A&M University - Mays Business School 2001 — 2006
Bachelors, Accounting
Texas A&M University - Mays Business School 2001 — 2006
Masters, Accounting
Hein & Associates November 2009 - Present
Robert Half Finance & Accounting May 2008 - May 2009
UHY Advisors June 2006 - April 2008
KPMG January 2005 - March 2005
Education
Texas A&M University - Mays Business School 2001 — 2006
Bachelors, Accounting
Texas A&M University - Mays Business School 2001 — 2006
Masters, Accounting
Brenda Gillan's Hein & Associates Experience January 2005 - June 2014
Job Director at LBB & Associates Ltd., LLP
Industry Accounting
Experience
LBB & Associates Ltd., LLP July 2014 - Present
Hein & Associates January 2005 - June 2014
Weinstein Spira & Company January 1990 - April 2003
Ernst & Young September 1986 - December 1989
Skills
SEC reporting, SOX, Midstream, Oilfield Services, Accounting, SEC filings, Sarbanes-Oxley Act, Oilfield, CPA, Auditing
Education
The University of Texas at Austin 1979 — 1986
BA, BBA, Biology and Accounting
LBB & Associates Ltd., LLP July 2014 - Present
Hein & Associates January 2005 - June 2014
Weinstein Spira & Company January 1990 - April 2003
Ernst & Young September 1986 - December 1989
Skills
SEC reporting, SOX, Midstream, Oilfield Services, Accounting, SEC filings, Sarbanes-Oxley Act, Oilfield, CPA, Auditing
Education
The University of Texas at Austin 1979 — 1986
BA, BBA, Biology and Accounting
Douglass Pfefferkorn's Hein & Associates Experience December 2008 - Present
Job Tax Senior Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates December 2008 - Present
PricewaterhouseCoopers June 1999 - November 2008
Education
Texas A&M University 1994 — 1999
MS, Accounting - Taxation
Hein & Associates December 2008 - Present
PricewaterhouseCoopers June 1999 - November 2008
Education
Texas A&M University 1994 — 1999
MS, Accounting - Taxation
Julie Nolasco's Hein & Associates Experience September 2008 - July 2012
Job Senior Financial Accountant at Extraction Oil & Gas
Industry Accounting
Experience
Extraction Oil & Gas December 2014 - Present
Kodiak Oil & Gas, Inc. July 2012 - December 2014
Hein & Associates September 2008 - July 2012
Glass, Lewis & Co. February 2007 - August 2008
Skills
Auditing, SEC filings, CPA, Sarbanes-Oxley Act, US GAAP, Audit, SEC reporting, Financial Reporting, Oil, Research, Financial Accounting
Education
University of Colorado Denver 2006 — 2008
MS, Accounting
University of Colorado Boulder 2000 — 2002
BA, Molecular Cellular Developmental Biology
Extraction Oil & Gas December 2014 - Present
Kodiak Oil & Gas, Inc. July 2012 - December 2014
Hein & Associates September 2008 - July 2012
Glass, Lewis & Co. February 2007 - August 2008
Skills
Auditing, SEC filings, CPA, Sarbanes-Oxley Act, US GAAP, Audit, SEC reporting, Financial Reporting, Oil, Research, Financial Accounting
Education
University of Colorado Denver 2006 — 2008
MS, Accounting
University of Colorado Boulder 2000 — 2002
BA, Molecular Cellular Developmental Biology
Arshad Chowdhury's Hein & Associates Experience September 2008 - March 2009
Job at BlackRock
Industry Accounting
Experience
BlackRock June 2009 - Present
Hein & Associates September 2008 - March 2009
KPMG Audit January 2008 - August 2008
Ernst & Young January 2005 - December 2007
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Bachelor of Science, Accounting
BlackRock June 2009 - Present
Hein & Associates September 2008 - March 2009
KPMG Audit January 2008 - August 2008
Ernst & Young January 2005 - December 2007
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Bachelor of Science, Accounting
Danny Totah's Hein & Associates Experience May 2004 - August 2004
Job Partner at Ovation Partners, LP
Industry Financial Services
Experience
Serra Management February 2011 - January 2014
Vida Capital January 2011 - June 2013
Rocket Capital Equipment Leasing 2013 - 2013
Ernst & Young August 2007 - January 2011
KPMG May 2005 - August 2005
PricewaterhouseCoopers January 2005 - May 2005
Hein & Associates May 2004 - August 2004
Plains All American June 2003 - August 2003
Skills
Private Equity, Mortgage Lending, SEC filings, Financial Analysis, CPA, US GAAP, Financial Modeling, Accounting, GAAP, Financial Reporting, Auditing, Due Diligence, Semiconductors, Internal Controls, Tax, Financial Accounting, Asset Management, Registered Investment..., Alternative Investments, Banking
Education
Texas A&M University 2002 — 2007
Bachelor of Business Administration, Accounting
Texas A&M University - Mays Business School 2002 — 2007
Masters of Science, Accounting
Serra Management February 2011 - January 2014
Vida Capital January 2011 - June 2013
Rocket Capital Equipment Leasing 2013 - 2013
Ernst & Young August 2007 - January 2011
KPMG May 2005 - August 2005
PricewaterhouseCoopers January 2005 - May 2005
Hein & Associates May 2004 - August 2004
Plains All American June 2003 - August 2003
Skills
Private Equity, Mortgage Lending, SEC filings, Financial Analysis, CPA, US GAAP, Financial Modeling, Accounting, GAAP, Financial Reporting, Auditing, Due Diligence, Semiconductors, Internal Controls, Tax, Financial Accounting, Asset Management, Registered Investment..., Alternative Investments, Banking
Education
Texas A&M University 2002 — 2007
Bachelor of Business Administration, Accounting
Texas A&M University - Mays Business School 2002 — 2007
Masters of Science, Accounting
Maree Lai-Wong's Hein & Associates Experience July 2006 - July 2008
Job Tax Manager at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan July 2008 - Present
Hein & Associates July 2006 - July 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, MPA, Accounting - Tax
Kinder Morgan July 2008 - Present
Hein & Associates July 2006 - July 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, MPA, Accounting - Tax
Brett Kotler's Hein & Associates Experience November 2014 - Present
Job Senior Auditor at Hein and Associates
Industry Accounting
Experience
Hein & Associates November 2014 - Present
Prager Metis CPAs LLC June 2011 - October 2014
Funaro & Co October 2010 - April 2011
Citrin Cooperman & Company, LLP September 2008 - May 2010
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, Financial Accounting, QuickBooks, Financial Statements, Assurance, US GAAP
Education
Syracuse University 2004 — 2008
BS, Finance Degree
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Accounting Degree
Hein & Associates November 2014 - Present
Prager Metis CPAs LLC June 2011 - October 2014
Funaro & Co October 2010 - April 2011
Citrin Cooperman & Company, LLP September 2008 - May 2010
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, Financial Accounting, QuickBooks, Financial Statements, Assurance, US GAAP
Education
Syracuse University 2004 — 2008
BS, Finance Degree
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Accounting Degree
Manju Chacko's Hein & Associates Experience January 2005 - July 2008
Job ER Nurse at Las Palmas Medical Center
Industry Hospital & Health Care
Experience
Las Palmas Medical Center Senior AuditHein & AssociatesJanuary 2010 - April 2010
Shea Labagh Dobberstein September 2008 - September 2009
Hein & Associates January 2005 - July 2008
Skills
Accounting, Financial Reporting, Auditing, GAAP, US GAAP, Internal Controls, Financial Accounting, General Ledger, Financial Analysis, Sarbanes-Oxley Act, CPA, Microsoft Excel, Microsoft Office, Financial Audits, SEC filings, Access, Budgets, Process Improvement, Data Analysis, Risk Management
Education
Texas Tech University Health Sciences Center 2012 — 2012
Bachelor of Science in Nursing
University of Oklahoma - Price College of Business 1998 — 2002
B.A., Finance
Las Palmas Medical Center Senior AuditHein & AssociatesJanuary 2010 - April 2010
Shea Labagh Dobberstein September 2008 - September 2009
Hein & Associates January 2005 - July 2008
Skills
Accounting, Financial Reporting, Auditing, GAAP, US GAAP, Internal Controls, Financial Accounting, General Ledger, Financial Analysis, Sarbanes-Oxley Act, CPA, Microsoft Excel, Microsoft Office, Financial Audits, SEC filings, Access, Budgets, Process Improvement, Data Analysis, Risk Management
Education
Texas Tech University Health Sciences Center 2012 — 2012
Bachelor of Science in Nursing
University of Oklahoma - Price College of Business 1998 — 2002
B.A., Finance
Chris Fabila, CPA's Hein & Associates Experience 2006 - 2011
Job Internal Audit and Controls Specialist at Matador Resources Company
Industry Accounting
Experience
Matador Resources Company June 2014 - Present
J-W Energy Company October 2012 - June 2014
TravisWolff August 2011 - September 2012
Hein & Associates 2006 - 2011
Skills
US GAAP, SEC filings, CPA, Auditing, Internal Audit, GAAP, Sarbanes-Oxley, Financial Accounting, External Audit, Assurance, Financial Audits, IFRS, SEC Filings, Internal Controls, Financial Reporting, Account Reconciliation, Finance, Financial Analysis, Income Tax
Education
Texas Tech University
University of North Texas
Matador Resources Company June 2014 - Present
J-W Energy Company October 2012 - June 2014
TravisWolff August 2011 - September 2012
Hein & Associates 2006 - 2011
Skills
US GAAP, SEC filings, CPA, Auditing, Internal Audit, GAAP, Sarbanes-Oxley, Financial Accounting, External Audit, Assurance, Financial Audits, IFRS, SEC Filings, Internal Controls, Financial Reporting, Account Reconciliation, Finance, Financial Analysis, Income Tax
Education
Texas Tech University
University of North Texas
Jeremy King's Hein & Associates Experience March 2012 - Present
Job Principal, Technology & Management Consulting
Industry Management Consulting
Experience
Hein & Associates March 2012 - Present
Infinite Technology Group February 2009 - March 2012
Genara Group, Inc. May 2007 - February 2009
Sage Credit Company September 2005 - May 2007
Moss Adams LLP September 2003 - September 2005
Experian February 2002 - September 2003
FBR September 2000 - February 2002
Skills
NetSuite, Adaptive Insights, Strategy, Due Diligence, Mergers & Acquisitions, Cloud Computing, M&A experience, Private Equity, SaaS, Management Consulting, SEC filings, Mergers, Venture Capital, NetSuite Implementation, Microsoft Dynamics, Valuation, Adaptive Planning, OpenAir, NetSuite Optimization, Negotiation, New Business Development, M&A, M&A Advisory, M&A Advisory Services, M&A Due Diligence, Valuations, Exit Planning, Raising Capital, Senior Debt, Recapitalizations, Subordinated Debt, 144A
Education
University of California, Los Angeles 1996 — 2000
Bachelor of Arts, Business Economics
Hein & Associates March 2012 - Present
Infinite Technology Group February 2009 - March 2012
Genara Group, Inc. May 2007 - February 2009
Sage Credit Company September 2005 - May 2007
Moss Adams LLP September 2003 - September 2005
Experian February 2002 - September 2003
FBR September 2000 - February 2002
Skills
NetSuite, Adaptive Insights, Strategy, Due Diligence, Mergers & Acquisitions, Cloud Computing, M&A experience, Private Equity, SaaS, Management Consulting, SEC filings, Mergers, Venture Capital, NetSuite Implementation, Microsoft Dynamics, Valuation, Adaptive Planning, OpenAir, NetSuite Optimization, Negotiation, New Business Development, M&A, M&A Advisory, M&A Advisory Services, M&A Due Diligence, Valuations, Exit Planning, Raising Capital, Senior Debt, Recapitalizations, Subordinated Debt, 144A
Education
University of California, Los Angeles 1996 — 2000
Bachelor of Arts, Business Economics
Jason Ferguson's Hein & Associates Experience May 1994 - March 1999
Job Partner at Calvetti Ferguson
Industry Accounting
Experience
Calvetti Ferguson June 2003 - Present
Grant Geophysical January 2003 - June 2003
Halliburton March 2001 - December 2002
PGS April 1999 - March 2001
Hein & Associates May 1994 - March 1999
Skills
Accounting, Auditing, Employee Benefits, Energy, Entrepreneurship, Executive Management, Finance, Financial Accounting, Financial Analysis, Financial Statements, GAAP, Internal Audit, Mergers, Mergers & Acquisitions, Multinational, SEC filings, Sarbanes-Oxley Act
Education
Texas A&M University 1990 — 1994
BBA, Accounting
Calvetti Ferguson June 2003 - Present
Grant Geophysical January 2003 - June 2003
Halliburton March 2001 - December 2002
PGS April 1999 - March 2001
Hein & Associates May 1994 - March 1999
Skills
Accounting, Auditing, Employee Benefits, Energy, Entrepreneurship, Executive Management, Finance, Financial Accounting, Financial Analysis, Financial Statements, GAAP, Internal Audit, Mergers, Mergers & Acquisitions, Multinational, SEC filings, Sarbanes-Oxley Act
Education
Texas A&M University 1990 — 1994
BBA, Accounting
Sonia Calloway, CPA, CGMA's Hein & Associates Experience January 2007 - June 2007
Job Chartered Global Management Accountant
Industry Accounting
Experience
Sonia Calloway, CPA September 2011 - Present
Sonia Calloway, CPA November 2009 - November 2011
BGI Enterprise, Inc. July 2009 - November 2009
Helix Energy Solutions Group, Inc. June 2007 - August 2008
Hein & Associates January 2007 - June 2007
BDO Seidman, LLP January 2002 - January 2007
Tarkington Independent School District August 1988 - May 2000
Skills
General Ledger, Accounting, Auditing, Financial Reporting, CPA, GAAP, Tax Preparation, CGMA - Chartered Global..., QuickBooks, Tax Accounting, Financial Accounting, Paperless, Sales Tax, Property Tax, State Tax, Texas Margin Tax, Partnership Taxation, Corporate Tax, Estate Tax, Indirect Taxation, International Tax, Assurance, Internal Controls, Fixed Assets, Business, Small Business, Family Office, Elder Care, Full-Charge Bookkeeping, Budget, Accounts Payable, Accounts Receivable, File Management, Front to Back Office, Microsoft Office, Remote Access, Remote Desktop, Report Compilation, Tax Research, Office Procedures, Payroll Services, Procedural Manuals, Cost Accounting, Construction Accounting, Rental Real Estate, Forensic Accounting, Tax Returns, Income Tax, US Tax, Consolidation
Education
Sam Houston State University 2000 — 2003
BBA w/honors, Accounting
Lee College, Baytown, TX 1997 — 2000
BBA Transfer Track, Accounting
Sonia Calloway, CPA September 2011 - Present
Sonia Calloway, CPA November 2009 - November 2011
BGI Enterprise, Inc. July 2009 - November 2009
Helix Energy Solutions Group, Inc. June 2007 - August 2008
Hein & Associates January 2007 - June 2007
BDO Seidman, LLP January 2002 - January 2007
Tarkington Independent School District August 1988 - May 2000
Skills
General Ledger, Accounting, Auditing, Financial Reporting, CPA, GAAP, Tax Preparation, CGMA - Chartered Global..., QuickBooks, Tax Accounting, Financial Accounting, Paperless, Sales Tax, Property Tax, State Tax, Texas Margin Tax, Partnership Taxation, Corporate Tax, Estate Tax, Indirect Taxation, International Tax, Assurance, Internal Controls, Fixed Assets, Business, Small Business, Family Office, Elder Care, Full-Charge Bookkeeping, Budget, Accounts Payable, Accounts Receivable, File Management, Front to Back Office, Microsoft Office, Remote Access, Remote Desktop, Report Compilation, Tax Research, Office Procedures, Payroll Services, Procedural Manuals, Cost Accounting, Construction Accounting, Rental Real Estate, Forensic Accounting, Tax Returns, Income Tax, US Tax, Consolidation
Education
Sam Houston State University 2000 — 2003
BBA w/honors, Accounting
Lee College, Baytown, TX 1997 — 2000
BBA Transfer Track, Accounting
Josh Glasgow's Hein & Associates Experience August 2013 - April 2015
Job Corporate Controller at Lapolla Industries, Inc.
Industry Accounting
Experience
Lapolla Industries, Inc. April 2015 - Present
Hein & Associates August 2013 - April 2015
Hein & Associates July 2011 - August 2013
Hein & Associates November 2009 - June 2011
Hein & Associates January 2008 - March 2008
Skills
GAAP, SEC filings, CPA, US GAAP
Education
Sam Houston State University 2004 — 2009
BBA, MS, Accounting
Lapolla Industries, Inc. April 2015 - Present
Hein & Associates August 2013 - April 2015
Hein & Associates July 2011 - August 2013
Hein & Associates November 2009 - June 2011
Hein & Associates January 2008 - March 2008
Skills
GAAP, SEC filings, CPA, US GAAP
Education
Sam Houston State University 2004 — 2009
BBA, MS, Accounting
Matthew Rolland's Hein & Associates Experience January 2015 - Present
Job Partner at Hein & Associates LLP
Industry Accounting
Experience
Hein & Associates January 2015 - Present
Hein & Associates August 2013 - December 2014
Hein & Associates July 2011 - July 2013
Ernst & Young October 2010 - June 2011
Ernst & Young October 2007 - September 2010
Ernst & Young September 2005 - September 2007
Skills
Auditing, Oil & Gas Industry, Leadership, US GAAP, IFRS, SOX 404, External Audit, Assurance, SEC filings, Sarbanes-Oxley Act
Education
Southern Methodist University 2001 — 2005
Bachelor's, Accounting
Hein & Associates January 2015 - Present
Hein & Associates August 2013 - December 2014
Hein & Associates July 2011 - July 2013
Ernst & Young October 2010 - June 2011
Ernst & Young October 2007 - September 2010
Ernst & Young September 2005 - September 2007
Skills
Auditing, Oil & Gas Industry, Leadership, US GAAP, IFRS, SOX 404, External Audit, Assurance, SEC filings, Sarbanes-Oxley Act
Education
Southern Methodist University 2001 — 2005
Bachelor's, Accounting
Christopher Burse's Hein & Associates Experience December 2014 - Present
Job Tax Supervisor at Hein & Associates
Industry Accounting
Experience
Hein & Associates December 2014 - Present
Hein & Associates January 2012 - December 2014
Ernst & Young October 2011 - January 2012
Ernst & Young July 2009 - October 2011
Target 2004 - 2008
Skills
Accounting, CPA, SEC filings, Tax Research, Tax Accounting, SEC Filings, Corporate Tax, Tax, Income Tax
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Texas A&M University 2005 — 2009
Master of Science (M.S.), Accounting - Tax, 3.92
Hein & Associates December 2014 - Present
Hein & Associates January 2012 - December 2014
Ernst & Young October 2011 - January 2012
Ernst & Young July 2009 - October 2011
Target 2004 - 2008
Skills
Accounting, CPA, SEC filings, Tax Research, Tax Accounting, SEC Filings, Corporate Tax, Tax, Income Tax
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Texas A&M University 2005 — 2009
Master of Science (M.S.), Accounting - Tax, 3.92
Juan R. E. Rodriguez, CPA, Esq.'s Hein & Associates Experience September 2015 - Present
Job Tax Manager at Hein & Associates
Industry Accounting
Experience
Hein & Associates September 2015 - Present
Spain, Price, Reader & Thompson, PC December 2013 - August 2015
Rodriguez Legal & Accounting December 2008 - November 2013
EY August 2006 - November 2008
O'Neill & Borges November 2001 - March 2006
Skills
Corporate Law, Finance, Tax, Accounting, Investments, Tax Law, Tax Advisory, Corporate Tax, Risk Management, Legal Research, Civil Litigation, Legal Writing, Microsoft Office, Restructuring, Private Equity, M, Securities Regulation, Banking Law, CPA, Due Diligence, GAAP, Auditing
Education
University of Puerto Rico School of Law 1998 — 2001
Doctor of Law (JD), Law, Taxation
University of Puerto Rico 1994 — 1998
Bachelor of Business Administration (BBA), Accounting
Hein & Associates September 2015 - Present
Spain, Price, Reader & Thompson, PC December 2013 - August 2015
Rodriguez Legal & Accounting December 2008 - November 2013
EY August 2006 - November 2008
O'Neill & Borges November 2001 - March 2006
Skills
Corporate Law, Finance, Tax, Accounting, Investments, Tax Law, Tax Advisory, Corporate Tax, Risk Management, Legal Research, Civil Litigation, Legal Writing, Microsoft Office, Restructuring, Private Equity, M, Securities Regulation, Banking Law, CPA, Due Diligence, GAAP, Auditing
Education
University of Puerto Rico School of Law 1998 — 2001
Doctor of Law (JD), Law, Taxation
University of Puerto Rico 1994 — 1998
Bachelor of Business Administration (BBA), Accounting
Greg Pringle's Hein & Associates Experience October 2006 - September 2012
Job at Ozark Bank
Industry Banking
Experience
Ozark Bank September 2013 - Present
Great Southern Bank September 2012 - September 2013
Hein & Associates October 2006 - September 2012
Texans Credit Union October 2004 - October 2006
West Plains Bank and Trust Company June 1998 - September 2000
Skills
Auditing, Sarbanes-Oxley Act, Banking, Credit, Loans
Education
Southwest Baptist University 2000 — 2004
BS, Finance/Economics
Ozark Bank September 2013 - Present
Great Southern Bank September 2012 - September 2013
Hein & Associates October 2006 - September 2012
Texans Credit Union October 2004 - October 2006
West Plains Bank and Trust Company June 1998 - September 2000
Skills
Auditing, Sarbanes-Oxley Act, Banking, Credit, Loans
Education
Southwest Baptist University 2000 — 2004
BS, Finance/Economics
Eric Alexander's Hein & Associates Experience 2010 - 2011
Job Vice President Finance at Pershing Gold Corporation
Industry Accounting
Experience
Pershing Gold Corporation September 2012 - Present
Sunshine Silver Mines Corporation March 2011 - August 2012
Hein & Associates 2010 - 2011
Golden Minerals Company 2007 - 2010
Formus Communications Inc. 1997 - 2002
Education
State University of New York at Buffalo
Bachelor's degree, Accounting and Finance
Pershing Gold Corporation September 2012 - Present
Sunshine Silver Mines Corporation March 2011 - August 2012
Hein & Associates 2010 - 2011
Golden Minerals Company 2007 - 2010
Formus Communications Inc. 1997 - 2002
Education
State University of New York at Buffalo
Bachelor's degree, Accounting and Finance
Rebecca Calvo's Hein & Associates Experience February 2006 - May 2006
Job Tax Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2009 - Present
Grant Thornton LLP July 2007 - July 2009
Hein & Associates February 2006 - May 2006
Skills
Income Tax, Tax Research, Corporate Tax, GoSystems, Tax, Accounting, Tax Preparation
Education
Texas A&M University 2006 — 2007
MS, Accounting - Tax
Texas A&M University
BBA, Accounting
Texas A&M University-Corpus Christi
Grant Thornton LLP August 2009 - Present
Grant Thornton LLP July 2007 - July 2009
Hein & Associates February 2006 - May 2006
Skills
Income Tax, Tax Research, Corporate Tax, GoSystems, Tax, Accounting, Tax Preparation
Education
Texas A&M University 2006 — 2007
MS, Accounting - Tax
Texas A&M University
BBA, Accounting
Texas A&M University-Corpus Christi
Shana Lindsey's Hein & Associates Experience October 2011 - December 2014
Job Accountant
Industry Accounting
Experience
Perot Family Office January 2015 - Present
Hein & Associates October 2011 - December 2014
Whitley Penn September 2010 - September 2011
Education
Texas A&M University 2005 — 2010
Master's degree, Accounting
Perot Family Office January 2015 - Present
Hein & Associates October 2011 - December 2014
Whitley Penn September 2010 - September 2011
Education
Texas A&M University 2005 — 2010
Master's degree, Accounting
Frank Bruce's Hein & Associates Experience January 1988 - February 1992
Job Director, Budget & Planning at Harris County
Industry Government Administration
Experience
Harris County March 1999 - Present
American Exploration Corporation March 1991 - August 1993
Hein & Associates January 1988 - February 1992
Blocker Energy, Inc. April 1984 - September 1987
Arthur Andersen & Co. May 1979 - April 1984
Skills
Research, Microsoft Excel, Policy, Government, Program Management, Economics, Population Reporting, Financial Management..., Writing
Education
Texas A&M University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Harris County March 1999 - Present
American Exploration Corporation March 1991 - August 1993
Hein & Associates January 1988 - February 1992
Blocker Energy, Inc. April 1984 - September 1987
Arthur Andersen & Co. May 1979 - April 1984
Skills
Research, Microsoft Excel, Policy, Government, Program Management, Economics, Population Reporting, Financial Management..., Writing
Education
Texas A&M University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Leigh Robbins's Hein & Associates Experience 2008 - 2009
Job Licensed Massage Therapist at Inspire Salon & Day Spa
Industry Alternative Medicine
Experience
Inspire Salon & Day Spa July 2014 - Present
Massage Heights Houston 2011 - 2014
Massage Envy Spa 2010 - 2011
Home Depot 2009 - 2010
Hein & Associates 2008 - 2009
Skills
Microsoft Excel, Microsoft Word, Swedish, PowerPoint, Therapeutic Massage
Education
Texas A&M University 2005 — 2007
Master of Science (MS), Accounting
Texas A&M University 2001 — 2005
Bachelor of Science (BS), Economics
Inspire Salon & Day Spa July 2014 - Present
Massage Heights Houston 2011 - 2014
Massage Envy Spa 2010 - 2011
Home Depot 2009 - 2010
Hein & Associates 2008 - 2009
Skills
Microsoft Excel, Microsoft Word, Swedish, PowerPoint, Therapeutic Massage
Education
Texas A&M University 2005 — 2007
Master of Science (MS), Accounting
Texas A&M University 2001 — 2005
Bachelor of Science (BS), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY