Hein & Associates
Industry: Company
DescriptionHeadquarters: Denver, Colorado, United States Founded: 1977 Parent organization: Moss Adams
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Hein & Associates Employees
Whitley Penn August 2015 - Present
Hein & Associates August 2014 - August 2015
Hein & Associates August 2013 - July 2014
Hein & Associates July 2011 - July 2013
Hein & Associates January 2010 - July 2011
Skills
Auditing, SOX, IFRS, Sarbanes-Oxley Act, SEC filings, CPA, US GAAP, Accounting, Internal Controls, Financial Reporting, Financial Accounting, 10Q, Sarbanes-Oxley, Financial Analysis, External Audit, Audits of Employee..., 10K, Fixed Assets, Strategic Financial..., Financial Statements, Tax Accounting, SEC Filings, Financial Planning
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
MS, Accounting
University of Houston, C.T. Bauer College of Business 2005 — 2009
BBA, Accounting
Hein & Associates January 2015 - Present
Toshiba International Corporation September 2012 - December 2014
TR Moore & Company, A Doeren Mayhew Firm January 2012 - April 2012
Dinh Law Firm June 2008 - November 2011
Technetics Group April 2011 - August 2011
Skills
Accounting, Tax, Cost Accounting, Income Tax, Financial Accounting, Tax Preparation, Partnership Taxation
Education
University of Houston, C.T. Bauer College of Business 2007 — 2012
BA, Accounting
Hein & Associates August 2015 - Present
Bruce Bryant & Associates February 2014 - August 2015
Costlow Company, Inc. October 2013 - December 2013
Education
University of Houston, C.T. Bauer College of Business 2014 — 2015
Certificate in Accountancy Program
University of Houston, C.T. Bauer College of Business 2008 — 2013
Bachelor of Business Administration in Accounting, Cum Laude
University of Houston, College of Liberal Arts and Social Sciences 2012 — 2013
Minor in Economics
S.P. Waltrip High School 2004 — 2008
High School Diploma
First Western Trust September 2015 - Present
First Western Trust October 2013 - Present
Colorado Women's Cycling Project, LLC 2010 - Present
French American Chamber of Commerce Denver January 2011 - December 2014
Wells Fargo October 2012 - October 2013
Hein & Associates February 2010 - October 2012
PricewaterhouseCoopers February 2004 - February 2010
United Nations March 2003 - December 2003
Arthur Andersen March 1999 - July 2002
Deloitte & Touche 1998 - 1999
Education
University of the Pacific - McGeorge School of Law 1995 — 1998
JD, Tax
University of Puget Sound 1991 — 1995
Bachelor's degree, English Language and Literature/Letters
Grant Thornton LLP June 2013 - April 2014
Citation Oil & Gas Corp. January 2011 - May 2013
Kinder Morgan January 2009 - December 2010
Hein & Associates January 2008 - December 2008
Hein & Associates May 2007 - August 2007
Verizon Wireless January 1991 - January 2006
Continental Airlines April 1986 - October 1989
Skills
Accounting, Fixed Assets, General Ledger, Accruals, Microsoft Excel, Income Tax, Tax Returns, State Tax, Excel, Go Systems, 1065, 1120s, 1120,..., Fixed Asset Depreciation, Tax Law, Microsoft Word, PowerPoint, FAS, BNA, Asset Keeper, RIA, UltraTax CS, OneSource, ProSystem fx Tax, Essbase, Checkpoint, Account Reconciliation, Tax, Accounts Payable, Accounts Receivable, Tax Research, Tax Accounting, Journal Entries, US GAAP, Corporate Tax, GAAP, Tax Preparation, Consolidation
Education
University of Houston 2006 — 2007
BBA, Cum Laude, Accounting
University of Houston
Bachelor of Business Administration (BBA), Accounting
Haute Smocks January 2012 - Present
www.HauteMommyBlog.com July 2008 - Present
BHP Billiton May 2006 - October 2011
Hein & Associates 2004 - 2006
Skills
clothing design, children's clothing, children's clothing..., Retail Marketing, Blogging, social networking, event planning, Online Social Networking, Writing, personal branding, volunteering, fundraising, Financial Analysis, Financial Reporting, Financial Modeling, Variance Analysis, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Accounting, Auditing, IFRS, Financial Audits, Corporate Finance, Forecasting, CPA, charity fundraising, SEC Financial Reporting, SEC filings, Event Planning, Fundraising, Social Networking
Education
University of Houston, C.T. Bauer College of Business 2003 — 2004
Master's degree, Accounting
University of Oklahoma - Price College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting, Psychology
First American Financial Corporation September 2014 - Present
Tulane University Hospital & Clinic/HCA September 2012 - March 2014
East Jefferson General Hospital October 2007 - November 2011
Hein & Associates March 2006 - July 2007
Treasure Chest Casino/Boyd Gaming October 2000 - October 2005
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, CPA, Sarbanes-Oxley, Contract Management, General Ledger, Account Reconciliation, Month End Close, Journal Entries, Variance Analysis, Ad Hoc Reporting, Corporate Budgeting, Forecasting, Financial Projection, Auditing, Internal Audit, External Audit, Financial Audits, Internal Controls, Microsoft Word, Microsoft Excel, Microsoft Office, Business Objects
Education
University of New Orleans 1988 — 1992
Bachelor of Science (B.S.), Business Administration
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
IHS April 2012 - Present
YES Entertainment Studios, LLC September 2010 - September 2011
Comcast March 2000 - December 2009
Jones Intercable, Inc May 1987 - March 2000
Price Waterhouse Coopers November 1983 - May 1987
Hein & Associates May 1980 - November 1983
Skills
Mergers, Due Diligence, Tax, Financial Reporting, Corporate Tax, International Tax, Tax Research, Tax Law, Business Planning, Management, Restructuring
Education
University of Denver - Sturm College of Law 1983 — 1986
MT - Master of Taxation, Tax Law/Taxation
Western Illinois University 1979 — 1980
MAC - Master of Accountancy, Accounting and Business/Management
Western Illinois University 1975 — 1979
BA - Bachelor of Business Administration, Major - Accountancy
EY July 2014 - Present
Ernst & Young June 2013 - August 2013
Hein & Associates January 2013 - May 2013
Skills
Tax, Corporate Tax, Accounting, GAAP, US GAAP, Financial Accounting, Tax Accounting, Income Tax, Financial Reporting, Partnership Taxation, SEC filings, SEC Filings, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of North Texas 2012 — 2014
Master of Taxation, Taxation, 4.0
University of North Texas 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
University of North Texas 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of North Texas 2011 — 2014
Bachelor of Arts (B.A.), Philosophy, 4.0
Chevron September 2012 - Present
Hein & Associates June 2011 - August 2011
Marathon Oil Corporation January 2011 - May 2011
Skills
Microsoft Excel, Oil & Gas Accounting, SAP, Microsoft Word, Accounting, Variance Analysis, Account Reconciliation, General Ledger, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Tax, Financial Accounting, Internal Controls, Microsoft Office
Education
University of Houston 2011 — 2012
Master of Science (M.S.), Accounting
University of Houston 2008 — 2011
Bachelor of Business Administration (BBA), Accounting
Trumpet Behavioral Health April 2015 - Present
Hein & Associates December 2013 - March 2015
BAND-IT - IDEX Corporation April 2013 - August 2013
Gill Foundation March 2010 - December 2012
Gill Foundation April 2004 - March 2010
Clarion Associates LLC July 2002 - April 2004
Energy BBDO July 1999 - August 2001
Skills
Employee Relations, Human Resources, Employee Benefits, Recruiting, New Hire Orientations, Management, Non-profits, Event Planning, Payroll, Benefits Administration, Nonprofits, HRIS, Event Management, Policy, Non-profit..., Hiring, Budgets, Microsoft Office, ADP Payroll, Employee Handbooks, 401k, Supervisory Skills, Research, Employee Orientations, Employee Benefits Design, Total Rewards, 401(k) Plan...
Education
University of Denver 1990 — 1996
Bachelor of Arts (B.A.), Spanish Language and Literature
Hein & Associates April 2014 - Present
Whitley Penn August 2013 - April 2014
Law Offices of Aubyn K. Shettle, Jr. October 2011 - May 2013
The Berry Firm, P.L.L.C. April 2009 - June 2011
Skills
Microsoft Office, ProLaw, Timeslips, QuickBooks, Microsoft Publisher, Executive Calendar..., Time Management, Communication Skills, Management Skills, Administrative..., Data Entry, Calendaring, File Management, Expense Reports, Office Management, Notary Public, Executive Level..., Client Billing, Accounts Payable, Office Administration, Management, Administrative..., Customer Service
Education
University of Phoenix
BS, Business Administration and Management, General
Seiler LLP August 2015 - Present
Altum Partners, LLP January 2015 - August 2015
Burzenski & Company, PC February 2014 - April 2014
Hein & Associates January 2013 - April 2013
PwC November 2011 - September 2012
Skills
Tax, Fixed Asset Depreciation, Corporate Tax, Partnership Taxation, GAAP, Income Tax, Tax Returns, Tax Research, US GAAP, CPA, Tax Preparation, SEC filings, External Audit, Tax Accounting, SEC Filings, Microsoft Excel, Accounting, Microsoft Office, PowerPoint
Education
University of North Texas 2011 — 2013
Master's degree, Accounting
University of North Texas 2009 — 2011
Bachelor's degree, Accounting
Hilcorp December 2014 - Present
Enbridge Energy August 2013 - December 2014
Targa Resources July 2011 - August 2013
Hein & Associates January 2011 - March 2011
Targa Resources June 2010 - December 2010
Skills
General Ledger, Auditing, Sarbanes-Oxley Act, Accounting, Analysis, Financial Statements, Invoicing, Spreadsheets, Financial Reporting, Account Reconciliation, Financial Accounting, Financial Analysis, Variance Analysis, Accounts Receivable, Gas, Natural Gas, Oil/Gas, Microsoft Excel, TIPS Trained, PeopleSoft, Energy, NGL, Financial Modeling, Software Documentation, Accounts Payable, GAAP, US GAAP, Access, QuickBooks, Tax, SAP, Corporate Finance, Finance, SEC filings, Microsoft Office
Education
University of Houston 2012 — 2014
Master's Degree, Finance
University of Houston, C.T. Bauer College of Business 2007 — 2011
BBA, Accounting
Universal American August 2013 - Present
Consolidated Graphics April 2012 - August 2013
Hein & Associates October 2010 - December 2011
ARAMARK March 2010 - September 2010
Skills
SEC filings, GAAP, Internal Controls, Financial Reporting, Accounting, Sarbanes-Oxley, 10Q, Account Reconciliation, Accounts Payable, Accounts Receivable, Accruals, Auditing, Cash Flow, Corporate Tax, External Audit, Finance, Financial Accounting, Financial Analysis, CPA, Financial Modeling, Financial Audits, Forecasting, Financial Statements, General Ledger, IFRS, Internal Audit, QuickBooks, Revenue Recognition, Journal Entries, Sarbanes-Oxley Act, SEC Filings, Tax, Tax Research, Tax Accounting, US GAAP, Variance Analysis
Education
University of Houston, C.T. Bauer College of Business 2005 — 2009
BA, Accounting
BDO USA, LLP September 2015 - Present
Invesco Ltd. October 2010 - August 2015
Hein & Associates July 2008 - October 2010
Gainer, Donnelly & Desroches February 2007 - July 2008
United States Air Force May 1997 - August 2004
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
B.B.A., Accounting
Hein & Associates July 2013 - Present
Eide Bailly LLP December 2011 - June 2013
Eide Bailly LLP May 2009 - March 2011
Skills
US GAAP, Internal Controls, SEC filings, Financial Statements, Government Auditing, Audits of Employee..., Petroleum, Microsoft Office, Recruiting, Accounting Research
Education
University of Northern Colorado 2010 — 2011
Masters of Accountancy
University of Northern Colorado 2006 — 2010
Bachelor of Science (B.S.), Accounting
The Pitman Group January 2015 - Present
BFL Associates October 2013 - January 2015
University of Houston October 2009 - September 2013
University of Houston November 2007 - October 2009
Raxa Design May 2007 - September 2009
Goose Creek CISD August 2005 - July 2007
Galena Park ISD August 2001 - July 2005
Hein & Associates August 1997 - December 1997
Skills
Admissions, Student Recruiting, Higher Education..., Recruiting, Enrollment Management, Staff Development, Educational Leadership, Training, Copy Editing, Staff Management, Copywriting, Process Management, Process Improvement, Collaborative Leadership, Large-scale Event..., Data Analysis, Marketing Communications, Building Relationships, Executive Search, Job Placements, Editing, Strategic Planning, Public Speaking, Management, Student Leadership, Higher Education, Leadership, Microsoft Office, Consulting, Interviews
Education
University of Houston 2010 — 2012
Master of Education (M.Ed.), Administration and Supervision - Higher Education
University of Houston 1997 — 2001
BA, English and Marketing
James E. Taylor High School
Hein & Associates September 2012 - Present
Malouf Interests March 2009 - June 2012
Lincoln Property Company September 2010 - July 2011
Nationwide Insurance August 2008 - March 2009
Skills
Real Estate, Management, Sales, Negotiation, Investment Properties, New Business Development, Market Research, Project Planning, Property, Financial Analysis, Due Diligence, Budgets, Microsoft Excel, Microsoft Office, Social Media, Event Planning
Education
University of Iowa 2004 — 2008
BBA in Business Management, Business Administration, Management and Operations
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Management
Kinder Morgan August 2008 - Present
Hein & Associates January 2006 - August 2008
Education
University of Houston, C.T. Bauer College of Business 2000 — 2005
BBA, Accounting
Ernst & Young July 2008 - Present
KPMG Audit 2006 - 2008
Hein & Associates 2005 - 2007
Ernst & Young March 2002 - June 2004
Skills
IFRS, US GAAP, SEC filings, Auditing, Assurance, Internal Controls, External Audit, Valuation, GAAP, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Oil & Gas Industry, Utility Industry
Education
University of North Texas 2004 — 2006
MBA, Finance
Damascus University 1997 — 2001
BS, Accounting
Weaver July 2009 - Present
Hein & Associates February 2007 - May 2009
Fay, CPA, P.C. August 1995 - February 2007
First Nationwide Bank fka First Gibraltar Bank 1991 - 1995
Chrysler Credit Corporation 1987 - 1991
Skills
Partnership Taxation, Tax, Tax Research, Tax Accounting, Accounting, Corporate Tax, Income Tax, CPA, Tax Preparation, Tax Returns
Education
University of North Texas 1984 — 1987
BBA, Finance
Hutchinson Community College 1982 — 1984
AA, Business
Memorial Resource Development Corp. July 2015 - Present
Hein & Associates January 2010 - July 2015
UHCL Bookstore December 2007 - August 2009
Kentucky Fried Chicken August 2001 - August 2006
Skills
Accounting, US GAAP, Financial Reporting, Auditing, Financial Analysis, Internal Controls, External Audit, General Ledger, GAAP, Fixed Assets, Financial Accounting, Financial Statements, Variance Analysis, Finance, Consolidation, Sarbanes-Oxley Act, SEC filings, Account Reconciliation, QuickBooks, Sarbanes-Oxley, Journal Entries, IFRS, Revenue Recognition, Accounts Payable, Peachtree, Financial Audits, Bank Reconciliation, Accounts Receivable, Cash Flow, Accruals, Cost Accounting, SEC Filings
Education
University of Houston-Clear Lake 2008 — 2009
Bachelor of Science, Accounting
San Jacinto Community College 2006 — 2007
Associate of Art, Biology
PCM USA January 2013 - June 2014
L-3 Communications Inc. July 2010 - July 2012
Joe Brooks & Associates September 2009 - March 2010
K-Force 2007 - 2009
Accounting Principals August 2008 - December 2008
Accounting Principals August 2008 - December 2008
Titus Group November 2006 - December 2008
Pyland Consulting July 2006 - November 2006
Hein & Associates December 2005 - July 2006
Resulte Universal January 2005 - December 2005
Skills
Certified Internal..., Auditing, Internal Audit, Finance, Sarbanes-Oxley Act, General Ledger, Internal Controls, Accounting, Accounts Receivable, GAAP, Accounts Payable, Tax, Financial Reporting, Budgets, ERP, Consolidation, Mergers & Acquisitions, Analysis, Due Diligence, Human Resources, Management, Business Planning, Managerial Finance, Recruiting, Business Process, Sarbanes-Oxley, Start-ups, Project Planning, Banking, Forecasting, Financial Statements, Executive Management, Software Documentation
Education
University of Mary Hardin-Baylor 1978 — 1981
BBA
Killeen High School 1972 — 1975
High School Diploma
PwC September 2015 - Present
SHINEWING (HK) CPA Limited November 2014 - Present
Hein & Associates September 2013 - March 2014
GHP Horwath, P.C. January 2013 - June 2013
Industrial and Commercial Bank of China January 2011 - March 2011
Agricultural Bank of China June 2010 - September 2010
Skills
Access, PowerPoint, Microsoft Office, Accounting, Tax Returns, Visio, Microsoft Excel, Internal Controls, Management, Leadership, QuickBooks, Auditing, Financial Accounting, Financial Analysis, Income Tax
Education
University of Denver 2011 — 2013
Master of Accountancy, Accounting
Zhongnan University of Economics and Law 2007 — 2011
Dual bachelor degree of Management, Accounting&International Business
American Medical Technologies May 2008 - Present
Hein & Associates May 2005 - May 2008
Skills
Auditing, Strategic HR, Talent Management, Talent Acquisition, Financial Analysis, visionary leadership, Risk Management, Operations Management, Problem Solving, Team Building, Employment Law..., Collaboration, Financial Modeling, Strategic Hiring, Leadership Development, Cross Functional Team..., Change Management, Employee Relations, Mentoring, Performance Management, Operations Liaison, Facilities Management, Analytics, Employee Benefits, HR Policies, Internal Audit, Key Performance..., Project Management, Risk Assessment, Strategic Planning, Strategic Communications, Regulatory Affairs, Employee Coaching, Organizational Culture, Organizational..., Organizational..., Organizational Structure, Leadership, Human Resources
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science (B.S.), Accounting
CliftonLarsonAllen September 2013 - Present
University of North Texas August 2011 - May 2013
Hein & Associates January 2012 - April 2012
Pei Wei Asian Diner 2009 - 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Spreadsheets, Microsoft Office, Outlook, Customer Service, Financial Analysis, Financial Reporting
Education
University of North Texas 2008 — 2013
Master's degree, Audit and Financial Accounting
Bishop Dunne 2002 — 2008
Hein & Associates June 2006 - Present
J.P. Powe & Associates 2004 - 2006
Janus Capital Group 2003 - 2004
Skills
Tax Research, Corporate Tax, International Tax, Partnership Taxation, International Tax..., Tax Advisory, Entity Formations, Oil & Gas Industry
Education
University of Denver 2003 — 2007
MT, Taxation
University of Northern Colorado 1998 — 2002
BA, BS, Finance & Mathematics
Project Managent / Consultant December 2008 - Present
Baker Hughes January 2009 - February 2015
Expro Americas May 2008 - December 2008
Shawcor, Inc. (Bredero Shaw Division) June 2006 - May 2008
Baker Oil Tools April 1996 - June 2006
Horn Wallace Cole, PC 1991 - 1996
Hein & Associates 1989 - 1991
Skills
Cash Management, Business Planning, General Ledger, Managerial Finance, Financial Analysis, Sarbanes-Oxley Act, SAP, Internal Controls, Account Reconciliation, Accounts Payable, Finance, Auditing, Tax, Financial Modeling, Accounting
Education
University of Houston 1974 — 1978
BBA, Accounting
Hein & Associates August 2014 - Present
Hein & Associates September 2012 - July 2014
Crestone Capital Advisors July 2006 - August 2012
Skills
Accounting, Auditing, Financial Analysis, QuickBooks, Microsoft Excel, GAAP, Financial Statements, General Ledger, US GAAP, Financial Accounting, CPA, Internal Controls
Education
University of Colorado at Denver 2008 — 2012
B.S. Business Administration, Accounting
Northwestern Mutual October 2010 - Present
Great-West Life and Annuity Insurance Company October 2007 - May 2010
Hein & Associates 2003 - 2007
Rubino & McGeehin August 2002 - December 2003
Ernst & Young May 2002 - August 2002
Arthur Andersen September 1999 - May 2002
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration, Accountancy
University of Notre Dame - Mendoza College of Business 1995 — 1999
Bachelors of Science, Accountancy
Gates Corporation March 2015 - Present
Hein & Associates July 2012 - February 2015
The Anschutz Corporation June 2010 - December 2011
Skills
Tax Research, CPA, General Ledger, Tax, Accounts Payable, Corporate Tax, Tax Preparation, Tax Accounting, Income Tax, Partnership Taxation, Sales Tax, S Corporations, Accounting, Cash Flow, Financial Accounting, Consolidation, Financial Reporting, Fixed Assets, GAAP, JD Edwards
Education
Univercity of Denver 2011 — 2012
Master of Taxation
University of Colorado Denver 2006 — 2010
Bachelor, Accounting
Rocket Apps, Inc. April 2015 - September 2015
University of San Diego Interfraternity Council January 2013 - December 2014
Hein & Associates June 2014 - August 2014
SLS May 2013 - August 2013
Bucci's Italian and Greek Specialities May 2012 - September 2012
Jamba Juice April 2010 - September 2012
Skills
Microsoft Excel, Microsoft Office, Social Media, Teamwork, Public Speaking, PowerPoint, Customer Service, Research, Accounts Receivable, Leadership, Social Networking, Time Management, Event Planning, Management, Strategic Planning, GAAP, US GAAP, Accounting, Auditing, Financial Analysis, Financial Reporting, Customer Relations
Education
University of San Diego 2011 — 2015
Bachelor’s Degree, Accounting
Cherry Creek High School 2007 — 2011
Hein & Associates September 2011 - Present
Cherry Hills Country Club April 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Financial Accounting, Accounting, Financial Reporting, Microsoft Word, PowerPoint, External Audit, Budgets, Social Media, Research, QuickBooks, Sarbanes-Oxley Act, Internal Controls, SEC filings, GAAP, Financial Audits, Auditing, Financial Analysis, Financial Modeling, Forecasting, General Ledger, Internal Audit, US GAAP, Finance, Customer Service, Teamwork, Event Planning, Leadership, Public Speaking, Time Management, Financial Statements
Education
University of Northern Colorado 2007 — 2011
Bachelor of Science, Business Administration
Formation Energy April 2014 - Present
MBI OIL & GAS, LLC May 2013 - April 2014
Amadeus Petroleum, Inc May 2010 - April 2013
Hein & Associates October 2005 - May 2010
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Oil/Gas, Financial Analysis, Intercompany..., SEC, Financial Audits, IFRS, Cash Management, Technical Accounting..., Financial Statements, Accounting, GAAP, Auditing, US GAAP, Financial Accounting, SEC Filings, Internal Audit, Finance, CPA, Cash Flow
Education
University of Northern Colorado
B.S, Business Administration; Accounting
University of Northern Colorado
B.S, Business Administration; Computer Information Systems
The Siegfried Group July 2014 - Present
The Siegfried Group July 2013 - July 2014
Marubeni-Itochu Tubulars America, Inc. March 2012 - July 2013
Price Waterhouse Coopers August 2010 - March 2012
Hein & Associates August 2009 - July 2010
KPMG January 2005 - August 2009
Skills
SEC reporting, US GAAP, IFRS, Financial Reporting, Accounting, SEC filings, External Audit, Internal Controls, Sarbanes-Oxley Act, GAAP, Auditing, Consolidation, Financial Statements, CPA, Sarbanes-Oxley, Corporate Tax, Big 4, Financial Accounting, General Ledger, Revenue Recognition, Tax Accounting, Assurance, Variance Analysis, Fixed Assets, Tax Research, Cost Accounting, Internal Audit, SOX 404, Income Tax, Partnership Taxation, Tax, Cash Flow, Financial Audits, Peachtree, SEC Filings
Education
University of Houston 1999 — 2004
BBA/MSAccountancy
Hein & Associates February 2014 - Present
Quanex Building Products Corporation July 2012 - February 2014
Neenah Paper September 2011 - July 2012
Quanex Building Products Corporation November 2009 - September 2011
Ernst & Young November 2007 - November 2009
Skills
Strategic Financial..., Internal Audit, Investments, Financial Analysis, Financial Modeling, Corporate Finance, Financial Planning, Private Equity, Restructuring, Financial Reporting, Valuation, Accounting
Education
University of Illinois at Urbana-Champaign 2004 — 2007
J.D., Law, Cum Laude
University of Idaho 1998 — 2002
B.A., Finance, Cum Laude
Cornett CPA January 2015 - Present
Wolters Kluwer, CCH August 2014 - Present
Western Union March 2014 - July 2014
Moss Adams LLP November 2009 - August 2013
Hein & Associates January 2008 - November 2009
Henry, Waters & Associates, Inc May 2007 - November 2007
Skills
Tax Research, CPA, Corporate Tax, International Tax, FAS109, Tax, Income Tax, Accounting, QuickBooks, State Tax, Financial Statements, S Corporations, Tax Accounting, Tax Preparation, US GAAP, Tax Returns, SEC filings, GAAP, Tax Advisory, Tax Law, Partnership Taxation
Education
University of Denver - Sturm College of Law 2007 — 2007
Master of Taxation, Tax Law
University of Idaho 2004 — 2006
Bachelor of Science in Business, Finance, Financial Planning Emphasis, Accounting Minor
Sandpoint High School 1999 — 2002
Hein & Associates December 2014 - Present
Hein & Associates May 2013 - December 2014
Habif, Arogeti & Wynne,LLP September 2009 - May 2013
Skills
Tax Research, Tax Accounting, CPA, Corporate Tax, Income Tax, General Ledger, Tax
Education
University of Georgia - Terry College of Business 2004 — 2009
Masters, Taxation
Opportune LLP March 2009 - Present
Assent Data April 2007 - March 2009
Hein & Associates November 2004 - April 2007
Deloitte & Touche LLP 2000 - 2004
BMS Corporation 1998 - 2000
BDO Seidman, LLP 1994 - 1998
KPMG 1991 - 1994
Skills
SEC filings, GAAP, Financial Reporting, CPA, Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls, Due Diligence, Financial Analysis, Mergers, Financial Accounting, Financial Modeling
Education
University of Denver - Daniels College of Business 1987 — 1991
BS, accounting
Hein & Associates May 2014 - Present
Adams 12 Five Star Schools March 2013 - April 2014
WPX Energy November 2012 - March 2013
GTRI - Global Technology Resources, Inc. May 2012 - November 2012
Specialty Sports Venture March 2009 - May 2012
Gart Properties LLC 2009 - 2010
Kuni Automotive 2007 - 2009
Q.B.I. Computer, Inc. 1996 - 2002
Skills
Project Management, Customer Service, Network Administration, Network Security, Network Design, Network Engineering, Network Architecture, Wireless Networking, Cisco Call Manager, Cisco Routers, Cisco Technologies, Cisco Wireless, Cisco Security, Cisco IOS, System Administration, Systems Engineering, System Design, System Deployment, Information Technology, Management, Leadership, Troubleshooting, XP, Windows Server, LAN-WAN, Active Directory, SAN, Disaster Recovery, NetApp, VMware ESX, Visio, Data Center, Windows 7, Hardware, VMware, Security, VPN, DNS, Networking, Microsoft Technologies, WAN, Computer Network..., Computer Hardware, VoIP, Computer Security, Operating Systems, Servers, Virtualization, Citrix, Storage Area Networks
Education
University of Phoenix 2003 — 2007
Bachelor of Science (B.S.), Business - Infomation Systems
Heritage High School 1986 — 1990
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
New Horizons
Hein & Associates May 2014 - Present
Deloitte & Touche LLP July 2012 - May 2014
MFR, P.C. December 2011 - June 2012
Hein & Associates LLP June 2004 - December 2011
Arthur Andersen LLP/Grant Thornton LLP November 2000 - May 2002
Skills
External Audit, Exploration & Production, Oilfield Services, Manufacturing and..., Construction, Software, SOX 404, SEC registrants, Private Companies, IPO, Financial Accounting, Russian Language, English Language, Staff..., CPA, CFE, Networking/Business...
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Accounting
Bellaire High School
BP April 2011 - Present
Direct Energy May 2010 - March 2011
Hein & Associates November 2007 - April 2010
PwC July 2006 - October 2007
Skills
Auditing, Financial Analysis, Financial Reporting, Accounting, Internal Controls, Due Diligence, Sarbanes-Oxley Act, Mergers, Forecasting, Tax, US GAAP, IFRS, Business Planning, Financial Modeling, Internal Audit, Risk Management, Account Reconciliation, Financial Accounting, Budgets, Leadership, Project Planning, Finance, Mergers & Acquisitions
Education
University of Denver
B.A., Economics
University of Denver
B.S., Accounting
AIG December 2012 - Present
Salient Partners January 2008 - November 2012
Robert Half International April 2005 - July 2005
Jefferson Wells June 2003 - April 2005
Thrasher & Associates December 2002 - June 2003
McConnell Jones Lanier & Murphy LLP January 2002 - December 2002
Hidalgo Banfill Zlotnik & Kermali March 2001 - December 2001
Hein + Associates July 1998 - March 2001
Mann, Frankfort, Stein & Lipp March 1997 - June 1998
KPMG US September 1996 - March 1997
Skills
Hedge Funds, Private Equity, Operational Due..., Accounting, Tax, Due Diligence, Research, Investments, Compliance, Excel, Financial Reporting, Word, SOX, Risk Management, Valuation, Management Consulting, Sarbanes-Oxley Act, Microsoft Excel, Alternative Investments, Tax Law, Financial Analysis, Financial Modeling, Asset Management, Fund Of Funds, Corporate Finance, Securities, CPA, Portfolio Management, Equities, Investment Management, SEC filings
Education
University of Houston Law Center 2005 — 2008
Juris Doctor, Law
University of New Orleans 1993 — 1994
Masters, Taxation
University of Louisiana at Lafayette 1989 — 1993
Bachelor's, Accounting
Hein & Associates October 2013 - Present
Western Washington University August 2010 - June 2012
Western Washington University January 2012 - April 2012
Western Washington University March 2010 - August 2010
Western Washington University September 2009 - June 2010
Skills
Highly motivated..., Goal-oriented..., Team Mentoring
Education
University of Denver 2012 — 2013
Master of Taxation, Taxation
Western Washington University 2008 — 2012
Bachelors, Accounting
Hein & Associates January 2015 - Present
Hyundai Capital October 2013 - December 2014
Aries Cleaning Company August 2012 - June 2013
Santa Fe Auto Insurance March 2011 - April 2012
A to Z Call Center March 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Accounting, Customer Service, English, Windows, Research, Financial Accounting, Public Speaking, Invoicing, Time Management, Spanish, Leadership, Customer Satisfaction, Credit, Quality Assurance, Underwriting, Spreadsheets, Risk Management, Data Entry, Purchasing, Teamwork, Bookkeeping
Education
University of North Texas 2013 — 2016
BS/MS, Accounting
Eagle Rock Energy Partners February 2010 - Present
Hein & Associates 2007 - 2010
alliantgroup 2005 - 2007
PKF Texas May 2000 - March 2004
Education
University of Houston-Clear Lake 1993 — 1995
BBA, General Business
Willbros Group, Inc. June 2012 - Present
Sirius Solutions, LLLP August 2011 - June 2012
Weingarten Realty Investors November 2009 - July 2011
Spectra Energy September 2008 - September 2009
Stewart Information Svc December 2007 - August 2008
U.S. Concrete, Inc. (NASDAQ:USCR) June 2002 - November 2007
NES Rentals May 2000 - May 2002
Mann, Frankfort, Stein & Lipp August 1999 - April 2000
Hein & Associates February 1999 - August 1999
Melton & Melton, LLP January 1995 - February 1999
Skills
Accounting, Auditing, Microsoft Excel, Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, Budgets, Internal Audit, Sarbanes-Oxley Act
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Finance
LSM Technologies, Inc. September 2013 - Present
John Moore Services September 2014 - February 2015
Hein & Associates February 2014 - July 2014
Accretive Solutions July 2013 - February 2014
Unique Industrial Product Company February 2012 - June 2013
NCI - Workforce Solutions June 2006 - June 2012
MTI College of Business & Technology January 2006 - May 2006
The Palm Tree Group February 2003 - September 2004
Saint Paul College January 2000 - May 2002
NCR Corp June 1998 - July 2001
Skills
Integration, Microsoft SQL Server, Unix, Oracle, Visio, SQL, Troubleshooting, Project Management, Java, Software Development, Network Security, TCP/IP, Data Warehousing, JavaScript, MS Project, NetSuite, Cisco Technologies, Business Intelligence..., Requirements Analysis, Business Process..., Consulting, ERP, Business Analysis, Analysis, Databases, Networking
Education
University of Iowa 1992 — 1998
B. Sci.
Parker Drilling Company May 2014 - Present
Core Laboratories November 2012 - May 2014
Cooper Industries Ltd. 2011 - November 2012
Hein & Associates 2009 - December 2011
Skills
CPA, Accounting, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Reporting, General Ledger, Auditing, GAAP, Tax, SEC filings, Account Reconciliation, Internal Audit, Tax Research, Tax Accounting, Variance Analysis
Education
University of Houston 2004 — 2009
Hein & Associates 1981 - 2013
Skills
Corporate Tax, International Tax, Tax, Private Equity, Private Companies, Business Tax Planning, Family Groups, Tax Research, Partnership Taxation, Tax Advisory
Education
University of Denver
Masters, Tax Law/Taxation
Hein & Associates October 1985 - Present
Hein & Associates 1985 - Present
Laventhol and Horwath December 1976 - September 1985
Skills
Partnership Taxation, Tax Research, CPA, Accounting, Corporate Tax, Income Tax, Tax Accounting, Tax, Trusts, SEC filings, Tax Returns, Estate Planning, GAAP, International Tax, Tax Preparation, US GAAP, Tax Advisory
Education
University of Denver 1977 — 1982
bachelor of science; Masters of Tax, Accounting
Hein & Associates
Skills
Microsoft Office, Software Documentation, Microsoft Exchange, Process Improvement, Windows 7, System Administration, Visio, Troubleshooting, Windows Server, Project Management, Disaster Recovery, Computer Hardware, Windows XP
Education
University of Nevada Las Vegas Lee Business School 2001 — 2003
BDO USA, LLP June 2014 - Present
Hartman Leito & Bolt LLP October 2012 - May 2014
e-Rewards August 2011 - October 2012
Hein & Associates November 2007 - July 2011
McAfee April 2006 - November 2007
Grant Thornton 2002 - 2006
Deloitte Tax LLP 2001 - 2002
KPMG 1999 - 2001
Skills
Income Tax, Partnership Taxation, Financial Accounting, Accounting, GAAP, State Tax, Tax Research, Tax Preparation, Tax, Tax Returns, Tax Accounting, International Tax, Financial Statements, CPA, SEC filings, Financial Reporting, Tax Advisory, Corporate Tax, Mergers & Acquisitions, FIN 48, Sarbanes-Oxley
Education
University of North Texas 1996 — 1999
Arrow Electronics October 2010 - Present
Arrow Electronics August 2007 - September 2010
KPMG Audit December 2002 - August 2007
Hein + Associates September 2000 - December 2002
Skills
US GAAP, Revenue Recognition, Sarbanes-Oxley Act
Education
University of Northern Colorado
Hein & Associates January 2008 - Present
Hein & Associates November 2006 - December 2007
University of North Texas August 2005 - December 2006
Grant Thornton LLP January 1994 - October 2006
Skills
Corporate Tax, CPA, Tax, General Ledger, Mergers, Income Tax, Due Diligence, Tax Returns, Tax Advisory, Tax Accounting, FIN 48, GAAP, US GAAP, Tax Research, SEC filings, Accounting, Mergers & Acquisitions, Partnership Taxation
Education
University of North Texas 1988 — 1993
MS/BS, Accounting/Tax
Carr, Riggs & Ingram, LLC September 2013 - Present
Hein & Associates January 2013 - April 2013
Accent Industries, Inc January 2007 - August 2009
Galveston Sheriff's Department (Beach Patrol) May 2004 - October 2006
Skills
Accounting, Access, General Ledger, Accounts Payable, Account Reconciliation, Auditing, Microsoft Excel, Financial Statements, Payroll, Microsoft Office, Microsoft Word, Invoicing, Visio, Journal Entries, Financial Reporting, Financial Analysis
Education
December 2010 College of Business, University of Houston 2008 — 2010
Certificate, Accountancy
University of Houston-Clear Lake 2008 — 2010
Bachelor of Business Administration; Bachelor of Business Administration, Accounting/Finance
University of Houston-Clear Lake 2006 — 2010
BS, Accounting, Finance
Clear Creek High School
University of Houston
Briggs & Veselka Co. August 2014 - July 2015
Deloitte March 2012 - December 2013
Kinder Morgan June 2011 - February 2012
Hein & Associates June 2009 - May 2011
Skills
ASC 740, SEC filings, Corporate Tax, FERC, Partnership Taxation, US GAAP, CPA, Tax Accounting, Tax Research, FIN 48, Financial Reporting, Income Tax, Internal Controls, Variance Analysis, Accounting, Sarbanes-Oxley Act, Auditing, International Tax, GAAP, Fixed Assets, External Audit, Mergers & Acquisitions, Financial Analysis, Mergers
Education
University of Houston, C.T. Bauer College of Business 2004 — 2009
BA & MS
LRN April 2011 - Present
G. B. Adams & Associates October 2008 - October 2010
Adamson, Hood & Company January 2005 - September 2008
Baker Hughes Inc September 1998 - November 2004
Petrochem Performance Chemicals Inc February 1994 - October 1994
Pi Energy Company July 1993 - February 1994
Hein + Associates November 1989 - July 1993
Baker Hughes Inc October 1978 - September 1986
Skills
Project Management, Time Management, Office Management, Microsoft Excel, Human Resources, SAP, Payroll, Sales, Employee Relations, Purchasing, Interviews, Contract Management, Process Improvement, Proposal Writing, Invoicing, Employee Benefits, Accounting, Budgets, Leadership
Education
Dobie
University of Houston
Fine Arts, and general studies
Hein & Associates June 2008 - Present
W & T Offshore 2007 - 2008
Education
University of Louisiana at Lafayette 2004 — 2008
Bachelor of Science, Accounting
Hein & Associates Audit ManagerHein & AssociatesAugust 2013 - Present
Lane Gorman Trubitt PLLC 2002 - 2004
Lane Gorman Trubitt PLLC 2002 - 2004
Skills
US GAAP, CPA, SEC filings, Internal Controls, Auditing, Financial Reporting, External Audit, Financial Audits, Sarbanes-Oxley, SEC Filings, Accounting
Education
University of Massachusetts Lowell
Hein & Associates August 2014 - Present
Hein & Associates January 2013 - July 2014
Hein & Associates January 2011 - December 2012
The Strategic CFO June 2010 - January 2011
Basic Energy Services May 2007 - August 2007
Skills
Accounting, Microsoft Excel, Financial Reporting, Managerial Finance, Internal Controls, Financial Accounting, Financial Analysis, Auditing, Budgets, General Ledger, QuickBooks, GAAP, Sarbanes-Oxley Act, IFRS, Banking, Financial Modeling, Microsoft Office, Microsoft Word, Access, Fixed Assets, Financial Statements, CPA, US GAAP, SEC filings
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
Master of Science, Accoutancy
Rhodes College 2005 — 2009
Bachelor of Arts, Business Administration
Trinity
Hein & Associates January 2015 - Present
Opportune LLP November 2011 - January 2015
Choice Power Lp November 2009 - November 2011
Amerex Brokers LLC September 2004 - November 2009
US Army July 1997 - May 2001
Skills
Commodity Markets, Risk Management, Commodity, Financial Analysis, Trading, Portfolio Management, Options, Valuation, Financial Modeling, Hedging, Mergers, Energy, Strategic Planning, Derivatives, Natural Gas, Microsoft Excel, Analysis, Business Development, @Risk, Option Pricing Models, Option Valuation, Equity Valuation, Chapter 11, Cash Flow Forecasting, Private Equity, Oil/Gas
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
MBA, Energy Investment Analysis, 3.75
University of Houston 2002 — 2004
BBA, Finance
Deloitte September 2014 - Present
PwC September 2012 - September 2014
Hein & Associates June 2011 - September 2012
Hein & Associates January 2010 - June 2011
Skills
Tax Research, Corporate Tax, Tax, Tax Accounting, Income Tax, Partnership Taxation, Tax Returns, Accounting, US GAAP, Tax Advisory, FIN 48, SEC filings, International Tax, Tax Preparation, CPA, State Tax
Education
University of Houston
Bachelor's degree, Accounting
Hein & Associates July 2011 - Present
Hein & Associates July 2010 - June 2011
Hein & Associates October 2008 - June 2010
HKN, Inc. June 2003 - October 2008
Skills
Oil/Gas, Downstream Oil & Gas, Oil & Gas Industry, Midstream, Upstream, Auditing, Financial Audits, External Audit, IT Audit, Accounting, US GAAP, SEC filings, Sarbanes-Oxley Act, GAAP, SEC Filings, Financial Reporting, General Ledger, Internal Controls, Finance, Financial Analysis, Financial Accounting, Financial Statements
Education
University of Houston, C.T. Bauer College of Business 2003 — 2005
BBA, Accounting
Hein & Associates August 2015 - Present
Hein & Associates June 2013 - July 2015
Hein & Associates January 2012 - December 2012
Montgomery Coscia Greilich LLP May 2010 - August 2010
Skills
Tax Accounting, Accounting, Corporate Tax, Tax Research, Tax Preparation, Partnership Taxation, Tax, Income Tax, CPA, Financial Analysis, GAAP
Education
University of North Texas 2008 — 2013
BS/MS Accounting, Taxation
McElvain Energy, Inc. November 2006 - Present
Hein & Associates August 2002 - November 2006
Kennedy and Coe, LLC August 2000 - May 2002
Kennedy and Coe, LLC January 1998 - August 2000
Education
University of Denver
Master's degree
University of Nebraska-Lincoln
Bachelor's degree
Hein & Associates January 2012 - Present
Education
University of Houston 2010 — 2011
Master of Science (M.S.), Accounting
University of Houston 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting