Jefferson Wells
Industry: Company
DescriptionFounded: 1995 Parent organization: ManpowerGroup Subsidiary: The Gelber Organization
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Jefferson Wells Employees
Employee
Years
Job
Industry
Ken Slaughter Ken Slaughter's Jefferson Wells Experience January 2000 - January 2005
Job Accounts Payable Manager
Industry Banking
Experience
Regions Bank February 2015 - Present
US Steel July 2011 - May 2014
US Steel July 2009 - July 2011
US Steel March 2008 - July 2009
US Steel April 2007 - March 2008
Sally Beauty Company January 2005 - March 2007
Jefferson Wells January 2000 - January 2005
Skills
Accounts Payable, Auditing, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Accounting, Sarbanes-Oxley, Cash Flow, Forecasting, Accounts Receivable, GAAP, Account Reconciliation, Financial Analysis, Microsoft Excel, Financial Reporting, Cost Accounting, ERP, General Ledger, Financial Accounting, Cash Management, MS-Access, ACL, TeamMate, Access, Management, Budgets
Education
The University of Texas at San Antonio 1987 — 1989
BBA, Accounting
The University of Texas at San Antonio 1987 — 1989
Bachelor's of Business Administration, Accounting
The University of Texas at San Antonio 1987 — 1989
Bachelor of Business Administration (BBA), Accounting
Regions Bank February 2015 - Present
US Steel July 2011 - May 2014
US Steel July 2009 - July 2011
US Steel March 2008 - July 2009
US Steel April 2007 - March 2008
Sally Beauty Company January 2005 - March 2007
Jefferson Wells January 2000 - January 2005
Skills
Accounts Payable, Auditing, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Accounting, Sarbanes-Oxley, Cash Flow, Forecasting, Accounts Receivable, GAAP, Account Reconciliation, Financial Analysis, Microsoft Excel, Financial Reporting, Cost Accounting, ERP, General Ledger, Financial Accounting, Cash Management, MS-Access, ACL, TeamMate, Access, Management, Budgets
Education
The University of Texas at San Antonio 1987 — 1989
BBA, Accounting
The University of Texas at San Antonio 1987 — 1989
Bachelor's of Business Administration, Accounting
The University of Texas at San Antonio 1987 — 1989
Bachelor of Business Administration (BBA), Accounting
Kathryn Jacobson Kathryn Jacobson's Jefferson Wells Experience 2000 - 2002
Job Senior Staff Accountant Corporation Finance at U.S. Securities Exchange Commission
Industry Accounting
Experience
U.S. Securities and Exchange Commission January 2004 - Present
Creative Technology (a General Dynamics company) 2002 - 2004
Jefferson Wells 2000 - 2002
Information Systems Support (a CACI company) 1998 - 1999
CACI Technologies Inc. (formerly QuesTech Inc.) 1987 - 1998
CSC 1985 - 1987
MCI Corporation 1983 - 1985
Skills
Mergers & Acquisitions, Corporate Finance, Budgets, US GAAP, Consolidation, Revenue Recognition, IFRS, Accounting, SEC filings, Financial Reporting
Education
The George Washington University - School of Business
Master of Business Administration (MBA), Finance
The George Washington University - School of Business
Master of Accountancy
U.S. Securities and Exchange Commission January 2004 - Present
Creative Technology (a General Dynamics company) 2002 - 2004
Jefferson Wells 2000 - 2002
Information Systems Support (a CACI company) 1998 - 1999
CACI Technologies Inc. (formerly QuesTech Inc.) 1987 - 1998
CSC 1985 - 1987
MCI Corporation 1983 - 1985
Skills
Mergers & Acquisitions, Corporate Finance, Budgets, US GAAP, Consolidation, Revenue Recognition, IFRS, Accounting, SEC filings, Financial Reporting
Education
The George Washington University - School of Business
Master of Business Administration (MBA), Finance
The George Washington University - School of Business
Master of Accountancy
Bob Roll Bob Roll's Jefferson Wells Experience April 1999 - December 2003
Job Senior Consultant at Clark Schaefer Consulting
Industry Management Consulting
Experience
Clark Schaefer Consulting January 2007 - Present
National City Commercial Capital December 2003 - January 2007
Jefferson Wells April 1999 - December 2003
Skills
Sarbanes-Oxley Act, Business Process..., Financial Accounting, Business Process, Enterprise Risk..., Accounting, IT Audit, Process Improvement, Risk Management, Change Management, Project Finance, Internal Audit, Management Consulting, Financial Reporting, Governance, Auditing, Internal Controls, Finance
Education
LaSalle High School
Thomas More College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clark Schaefer Consulting January 2007 - Present
National City Commercial Capital December 2003 - January 2007
Jefferson Wells April 1999 - December 2003
Skills
Sarbanes-Oxley Act, Business Process..., Financial Accounting, Business Process, Enterprise Risk..., Accounting, IT Audit, Process Improvement, Risk Management, Change Management, Project Finance, Internal Audit, Management Consulting, Financial Reporting, Governance, Auditing, Internal Controls, Finance
Education
LaSalle High School
Thomas More College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lori Schaeper Lori Schaeper's Jefferson Wells Experience January 2001 - December 2001
Job Assistant Vice President & Director, Asset Management at Eagle Realty Group
Industry Banking
Experience
Eagle Realty Group, A wholly owned subsidiary of Western & Southern Financial Group July 2015 - Present
Fifth Third Bank October 2003 - June 2015
Fifth Third Bank December 2001 - October 2003
Jefferson Wells January 2001 - December 2001
Hines September 1997 - December 2000
Western & Southern Life January 1997 - August 1997
Western & Southern Life September 1995 - December 1996
Western & Southern Life September 1993 - August 1995
Western & Southern Life September 1991 - August 1993
Coopers & Lybrand Consulting September 1989 - August 1991
Skills
Due Diligence, Real Estate, Property Management, Strategic Planning, Contract Negotiation, Portfolio Management, Investments, Financial Analysis, Loans, Asset Management, Real Estate Economics, Mergers & Acquisitions, Banking, Credit, Commercial Lending
Education
University of Cincinnati College of Business 1985 — 1989
BBA, Accounting
University of Cincinnati College of Business 1985 — 1989
Bachelor's degree, Accounting
Eagle Realty Group, A wholly owned subsidiary of Western & Southern Financial Group July 2015 - Present
Fifth Third Bank October 2003 - June 2015
Fifth Third Bank December 2001 - October 2003
Jefferson Wells January 2001 - December 2001
Hines September 1997 - December 2000
Western & Southern Life January 1997 - August 1997
Western & Southern Life September 1995 - December 1996
Western & Southern Life September 1993 - August 1995
Western & Southern Life September 1991 - August 1993
Coopers & Lybrand Consulting September 1989 - August 1991
Skills
Due Diligence, Real Estate, Property Management, Strategic Planning, Contract Negotiation, Portfolio Management, Investments, Financial Analysis, Loans, Asset Management, Real Estate Economics, Mergers & Acquisitions, Banking, Credit, Commercial Lending
Education
University of Cincinnati College of Business 1985 — 1989
BBA, Accounting
University of Cincinnati College of Business 1985 — 1989
Bachelor's degree, Accounting
Rich Thompson CPA, CIA Rich Thompson CPA, CIA's Jefferson Wells Experience March 1999 - April 2005
Job Senior Consultant Clark Schaefer Consulting
Industry Accounting
Experience
Clark Schaefer Consulting December 2014 - Present
State of Ohio December 2007 - December 2014
Retail Ventures Inc September 2006 - December 2007
CenBen USA April 2005 - July 2006
Jefferson Wells March 1999 - April 2005
National Deferred Compensation July 1997 - March 1999
UPS April 1997 - June 1997
Skills
Auditing, Internal Audit, Accounting, Sarbanes-Oxley Act, Process Improvement, Internal Controls, Account Reconciliation, Budgets, Financial Reporting, General Ledger, Financial Audits, Management, Finance
Education
Columbus State Community College
Certificate of Accounting Concentration, Accounting
The College of Wooster 1984 — 1988
B.A, Psychology
Clark Schaefer Consulting December 2014 - Present
State of Ohio December 2007 - December 2014
Retail Ventures Inc September 2006 - December 2007
CenBen USA April 2005 - July 2006
Jefferson Wells March 1999 - April 2005
National Deferred Compensation July 1997 - March 1999
UPS April 1997 - June 1997
Skills
Auditing, Internal Audit, Accounting, Sarbanes-Oxley Act, Process Improvement, Internal Controls, Account Reconciliation, Budgets, Financial Reporting, General Ledger, Financial Audits, Management, Finance
Education
Columbus State Community College
Certificate of Accounting Concentration, Accounting
The College of Wooster 1984 — 1988
B.A, Psychology
Christopher Hole, CIA Christopher Hole, CIA's Jefferson Wells Experience 2003 - 2006
Job Internal Audit, Internal Controls and SOX Director
Industry Accounting
Experience
CEC Entertainment October 2014 - Present
United States Steel Corporation May 2012 - July 2014
United States Steel Corporation December 2008 - April 2012
Lone Star Technologies (acquired by U. S. Steel) December 2006 - December 2007
Jefferson Wells 2003 - 2006
Lawrence Technologies, B & C Medical 2001 - 2003
The Profit Recovery Group 1998 - 2001
JC Penney 1988 - 1995
Skills
Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, COSO, US GAAP, Accounting, Financial Analysis, Risk Assessment, Finance, Enterprise Risk..., GAAP, IFRS, Financial Accounting, Budgets, Management, Cost Accounting, Financial Audits, Risk Management, Business Process..., Process Improvement, Accounts Payable, General Ledger, SOX 404, Accounts Receivable, Managerial Finance, Financial Statements, Sarbanes-Oxley Act
Education
Trinity University
Bachelor of Science, Finance
CEC Entertainment October 2014 - Present
United States Steel Corporation May 2012 - July 2014
United States Steel Corporation December 2008 - April 2012
Lone Star Technologies (acquired by U. S. Steel) December 2006 - December 2007
Jefferson Wells 2003 - 2006
Lawrence Technologies, B & C Medical 2001 - 2003
The Profit Recovery Group 1998 - 2001
JC Penney 1988 - 1995
Skills
Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley, COSO, US GAAP, Accounting, Financial Analysis, Risk Assessment, Finance, Enterprise Risk..., GAAP, IFRS, Financial Accounting, Budgets, Management, Cost Accounting, Financial Audits, Risk Management, Business Process..., Process Improvement, Accounts Payable, General Ledger, SOX 404, Accounts Receivable, Managerial Finance, Financial Statements, Sarbanes-Oxley Act
Education
Trinity University
Bachelor of Science, Finance
Cathy Rascoe Cathy Rascoe's Jefferson Wells Experience 2001 - 2002
Job Legal Services Manager at DiscoverReady
Industry Legal Services
Experience
Cathy Rascoe Millinery May 2013 - Present
Live It BIG, Inc 2009 - Present
Houston Beer Week October 2010 - Present
DiscoverReady February 2015 - Present
CloudNine Discovery March 2014 - January 2015
Control Risks August 2012 - April 2013
IE Discovery, Inc. February 2005 - May 2012
CoreFacts, LLC 2002 - 2005
Jefferson Wells 2001 - 2002
Case Central 2001 - 2001
Skills
Electronic Discovery, Discovery Management, Sales/Marketing, Business Process..., Business Development, Litigation Management, Litigation Support, FCPA, Management, Corporate Law, Litigation, Legal Research, Due Diligence, Intellectual Property, Legal Assistance, Mergers & Acquisitions, Contract Negotiation, Start-ups, Fraud, Analysis, Investigation, Employment Law
Education
University of Houston Law Center 1988 — 1991
University of Houston
Cathy Rascoe Millinery May 2013 - Present
Live It BIG, Inc 2009 - Present
Houston Beer Week October 2010 - Present
DiscoverReady February 2015 - Present
CloudNine Discovery March 2014 - January 2015
Control Risks August 2012 - April 2013
IE Discovery, Inc. February 2005 - May 2012
CoreFacts, LLC 2002 - 2005
Jefferson Wells 2001 - 2002
Case Central 2001 - 2001
Skills
Electronic Discovery, Discovery Management, Sales/Marketing, Business Process..., Business Development, Litigation Management, Litigation Support, FCPA, Management, Corporate Law, Litigation, Legal Research, Due Diligence, Intellectual Property, Legal Assistance, Mergers & Acquisitions, Contract Negotiation, Start-ups, Fraud, Analysis, Investigation, Employment Law
Education
University of Houston Law Center 1988 — 1991
University of Houston
Eric Hawkinson Eric Hawkinson's Jefferson Wells Experience March 2007 - June 2009
Job Director of Business Development at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC June 2012 - Present
Various June 2009 - Present
Blanski Peter Kronlage & Zoch, P.A. July 2009 - June 2012
Jefferson Wells March 2007 - June 2009
Jefferson Wells July 2006 - March 2007
Allianz Life April 2004 - July 2006
Allianz Life December 1999 - April 2004
Allianz Life January 1997 - December 1999
Gallagher Bassett December 1994 - January 1997
Skills
Business Development, Account Management, Risk Management, Business Process..., Project Management, Recruiting, Process Improvement, Coaching, Management, Sales, Leadership, Analysis, Marketing, Vendor Management, Business Planning, New Business Development, CRM, Selling, Accounting, Consulting, Finance, Analytics, Banking, Strategy, Auditing, Insurance, Management Consulting, Employee Benefits, Mergers & Acquisitions, Financial Analysis, Budgets, Forecasting, Start-ups, Strategic Planning, Small Business, Internal Controls
Education
University of Minnesota-Twin Cities 1992 — 1994
Art History
University of Wisconsin-Milwaukee 1991 — 1992
Communications
The University of North Dakota 1989 — 1991
Aviation Administration
CBIZ MHM, LLC June 2012 - Present
Various June 2009 - Present
Blanski Peter Kronlage & Zoch, P.A. July 2009 - June 2012
Jefferson Wells March 2007 - June 2009
Jefferson Wells July 2006 - March 2007
Allianz Life April 2004 - July 2006
Allianz Life December 1999 - April 2004
Allianz Life January 1997 - December 1999
Gallagher Bassett December 1994 - January 1997
Skills
Business Development, Account Management, Risk Management, Business Process..., Project Management, Recruiting, Process Improvement, Coaching, Management, Sales, Leadership, Analysis, Marketing, Vendor Management, Business Planning, New Business Development, CRM, Selling, Accounting, Consulting, Finance, Analytics, Banking, Strategy, Auditing, Insurance, Management Consulting, Employee Benefits, Mergers & Acquisitions, Financial Analysis, Budgets, Forecasting, Start-ups, Strategic Planning, Small Business, Internal Controls
Education
University of Minnesota-Twin Cities 1992 — 1994
Art History
University of Wisconsin-Milwaukee 1991 — 1992
Communications
The University of North Dakota 1989 — 1991
Aviation Administration
Raquel Olivier, CPA's Jefferson Wells Experience August 1999 - March 2001
Job President at Olivier, Inc.
Industry Management Consulting
Experience
Olivier, Inc. March 2002 - Present
Local CPA Firm March 2001 - June 2002
Jefferson Wells August 1999 - March 2001
Skills
Process Improvement, Executive Management, Nonprofits, Management Consulting, Operations Management, Contract Management, Leadership, Financial Analysis, Analysis, Accounting, Testing, Management, Transportation, Budgets, Auditing, Team Building, Financial Statements, Policy, Financial Accounting, Strategic Planning, Internal Controls, Project Management, Internal Audit, Coaching, Marketing, Leadership Development, Contract Negotiation, Finance, Program Management, Business Development, Public Speaking, Construction Management, Forecasting, Change Management, Procurement, Construction, Account Reconciliation, Customer Service, Marketing Strategy, Government, Proposal Writing, Business Planning, Business Strategy
Education
University of Houston
BBA, Accounting & Management, Cum Laude
Olivier, Inc. March 2002 - Present
Local CPA Firm March 2001 - June 2002
Jefferson Wells August 1999 - March 2001
Skills
Process Improvement, Executive Management, Nonprofits, Management Consulting, Operations Management, Contract Management, Leadership, Financial Analysis, Analysis, Accounting, Testing, Management, Transportation, Budgets, Auditing, Team Building, Financial Statements, Policy, Financial Accounting, Strategic Planning, Internal Controls, Project Management, Internal Audit, Coaching, Marketing, Leadership Development, Contract Negotiation, Finance, Program Management, Business Development, Public Speaking, Construction Management, Forecasting, Change Management, Procurement, Construction, Account Reconciliation, Customer Service, Marketing Strategy, Government, Proposal Writing, Business Planning, Business Strategy
Education
University of Houston
BBA, Accounting & Management, Cum Laude
Tina Matzen Tina Matzen's Jefferson Wells Experience July 1999 - December 2000
Job Manager at Novogradac & Company LLP
Industry Accounting
Experience
Novogradac & Company LLP November 2012 - Present
Sabino & Company LLC March 2005 - October 2012
Lordo's Diamonds March 2004 - March 2005
Douglas Group March 2001 - March 2004
Jefferson Wells July 1999 - December 2000
Kiefer Bonfanti & Co. LLP July 1993 - June 1999
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, Tax, Account Reconciliation, GAAP, Income Tax, General Ledger, CPA, Tax Preparation, Financial Analysis, QuickBooks, Internal Controls, Payroll, Fixed Assets
Education
Truman State University 1988 — 1993
Mac, Accounting
Novogradac & Company LLP November 2012 - Present
Sabino & Company LLC March 2005 - October 2012
Lordo's Diamonds March 2004 - March 2005
Douglas Group March 2001 - March 2004
Jefferson Wells July 1999 - December 2000
Kiefer Bonfanti & Co. LLP July 1993 - June 1999
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, Tax, Account Reconciliation, GAAP, Income Tax, General Ledger, CPA, Tax Preparation, Financial Analysis, QuickBooks, Internal Controls, Payroll, Fixed Assets
Education
Truman State University 1988 — 1993
Mac, Accounting
Julie Kohn Julie Kohn's Jefferson Wells Experience 2002 - 2003
Job
Industry Accounting
Experience
Metropolitan St. Louis Sewer District July 2014 - Present
Perficient 2014 - 2015
Ark Land a subsidiary of Arch Coal, Inc. August 2013 - 2014
Arch Coal, Inc 2003 - August 2013
Jefferson Wells 2002 - 2003
Bunge North America, Inc. 2000 - 2002
Bunge North America January 1997 - 2000
Skills
SOX Compliancy, Internal Audit, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Consolidated Financial..., SOX 404, Budget Process, Long Term Business..., Internal Controls, US GAAP, Financial Modeling, Enterprise Risk..., SEC filings, Auditing, External Audit, Managerial Finance, IT Audit, Forecasting, Fixed Assets, Finance, Sarbanes-Oxley, Sarbanes-Oxley Act, Payroll, Accounting, GAAP, Risk Assessment, Risk Management, General Ledger, SAP, Financial Forecasting, Due Diligence, Mergers & Acquisitions, Corporate Finance, Business Process..., Process Improvement, Account Reconciliation, Tax, SAS70, Analysis, Budgets
Education
University of Denver
Bachelor of Science in Business Administration, Accounting
Washington University in St. Louis
attended for Masters in Information Management
Metropolitan St. Louis Sewer District July 2014 - Present
Perficient 2014 - 2015
Ark Land a subsidiary of Arch Coal, Inc. August 2013 - 2014
Arch Coal, Inc 2003 - August 2013
Jefferson Wells 2002 - 2003
Bunge North America, Inc. 2000 - 2002
Bunge North America January 1997 - 2000
Skills
SOX Compliancy, Internal Audit, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Consolidated Financial..., SOX 404, Budget Process, Long Term Business..., Internal Controls, US GAAP, Financial Modeling, Enterprise Risk..., SEC filings, Auditing, External Audit, Managerial Finance, IT Audit, Forecasting, Fixed Assets, Finance, Sarbanes-Oxley, Sarbanes-Oxley Act, Payroll, Accounting, GAAP, Risk Assessment, Risk Management, General Ledger, SAP, Financial Forecasting, Due Diligence, Mergers & Acquisitions, Corporate Finance, Business Process..., Process Improvement, Account Reconciliation, Tax, SAS70, Analysis, Budgets
Education
University of Denver
Bachelor of Science in Business Administration, Accounting
Washington University in St. Louis
attended for Masters in Information Management
Rob Harman, II Rob Harman, II's Jefferson Wells Experience February 2000 - September 2005
Job Office Manager at Schiff Hardin LLP
Industry Human Resources
Experience
Schiff Hardin LLP September 2015 - Present
Metcalf & Associates, Inc. 2015 - Present
Baker & McKenzie March 2012 - March 2015
Deloitte September 2005 - March 2012
Jefferson Wells February 2000 - September 2005
PricewaterhouseCoopers April 1997 - February 2000
Coopers & Lybrand February 1994 - March 1997
The Limited March 1992 - January 1994
Skills
Talent Acquisition, Auditing, Payroll, Talent Management, College Recruiting, Human Resources, Succession Planning, Recruiting, Workforce Planning, Performance Management, Onboarding, Customer Service, SPHR, Organizational Design, Employee Engagement, Deferred Compensation, Employee Relations, Leadership, Leadership Development, Organizational..., Personnel Management
Education
The Ohio State University Fisher College of Business 2000 — 2002
MBA, Marketing
The Ohio State University Fisher College of Business 1987 — 1991
BSBA, Accounting
Schiff Hardin LLP September 2015 - Present
Metcalf & Associates, Inc. 2015 - Present
Baker & McKenzie March 2012 - March 2015
Deloitte September 2005 - March 2012
Jefferson Wells February 2000 - September 2005
PricewaterhouseCoopers April 1997 - February 2000
Coopers & Lybrand February 1994 - March 1997
The Limited March 1992 - January 1994
Skills
Talent Acquisition, Auditing, Payroll, Talent Management, College Recruiting, Human Resources, Succession Planning, Recruiting, Workforce Planning, Performance Management, Onboarding, Customer Service, SPHR, Organizational Design, Employee Engagement, Deferred Compensation, Employee Relations, Leadership, Leadership Development, Organizational..., Personnel Management
Education
The Ohio State University Fisher College of Business 2000 — 2002
MBA, Marketing
The Ohio State University Fisher College of Business 1987 — 1991
BSBA, Accounting
Renee Castille, CIA, MBA Renee Castille, CIA, MBA's Jefferson Wells Experience June 2003 - October 2005
Job Senior Managing Consultant at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors May 2011 - Present
Enbridge Energy (Independent Contractor) November 2010 - April 2011
BKD CPAs & Advisors (Independent Contractor) August 2010 - November 2010
Robert Half Management Resources October 2005 - May 2010
Jefferson Wells June 2003 - October 2005
Century Maintenance Supply June 1998 - June 2003
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Risk Management, Accounting, Financial Accounting, Financial Risk, Management, CPA, IT Audit, Enterprise Risk..., Sarbanes-Oxley, Internal Controls, Financial Reporting
Education
Texas Southern University
Master of Business Administration (M.B.A.), Business Administration
University of Louisiana at Lafayette
Bachelor of Business Administration (B.B.A.), Business Administration and Management/Accounting
BKD CPAs & Advisors May 2011 - Present
Enbridge Energy (Independent Contractor) November 2010 - April 2011
BKD CPAs & Advisors (Independent Contractor) August 2010 - November 2010
Robert Half Management Resources October 2005 - May 2010
Jefferson Wells June 2003 - October 2005
Century Maintenance Supply June 1998 - June 2003
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Risk Management, Accounting, Financial Accounting, Financial Risk, Management, CPA, IT Audit, Enterprise Risk..., Sarbanes-Oxley, Internal Controls, Financial Reporting
Education
Texas Southern University
Master of Business Administration (M.B.A.), Business Administration
University of Louisiana at Lafayette
Bachelor of Business Administration (B.B.A.), Business Administration and Management/Accounting
J. Scott Dwyer J. Scott Dwyer's Jefferson Wells Experience February 2002 - March 2004
Job VP, Chief Audit Executive at Independent Health
Industry Hospital & Health Care
Experience
Independent Health March 2012 - Present
MCG Health, Inc. April 2007 - February 2012
DeKalb Medical Center April 2004 - March 2007
Jefferson Wells February 2002 - March 2004
Deloitte & Touche/Deloitte Consulting November 1995 - December 2001
Skills
Internal Audit, Enterprise Risk..., Operational Audits, Fraud Audits, Management Consulting, Risk Assessment, Internal Controls, COSO, COBIT, Auditing, Fraud, SOX, Compliance, Process Auditing, CISA, Compliance Audits, IT Risk, HIPAA, Big 4, Healthcare, Process Improvement, Financial Risk, Quality Auditing, Risk Management, Accounting, Leadership, Governance, Information Technology, IT Audit
Education
Excelsior College
BS, History
State University of New York at Buffalo
MBA, Accounting
Independent Health March 2012 - Present
MCG Health, Inc. April 2007 - February 2012
DeKalb Medical Center April 2004 - March 2007
Jefferson Wells February 2002 - March 2004
Deloitte & Touche/Deloitte Consulting November 1995 - December 2001
Skills
Internal Audit, Enterprise Risk..., Operational Audits, Fraud Audits, Management Consulting, Risk Assessment, Internal Controls, COSO, COBIT, Auditing, Fraud, SOX, Compliance, Process Auditing, CISA, Compliance Audits, IT Risk, HIPAA, Big 4, Healthcare, Process Improvement, Financial Risk, Quality Auditing, Risk Management, Accounting, Leadership, Governance, Information Technology, IT Audit
Education
Excelsior College
BS, History
State University of New York at Buffalo
MBA, Accounting
Phil Pilgrim Phil Pilgrim's Jefferson Wells Experience 2006 - 2007
Job CFO, Global Fuels LLC
Industry Oil & Energy
Experience
Global Fuels LLC 2010 - 2011
Delek Energy U.S. July 2008 - February 2009
Jefferson Wells 2006 - 2007
Education
Univeristy of Denver 1981 — 1982
University of Colorado Boulder - Leeds School of Business 1976 — 1980
BS Accounting, Accounting
Global Fuels LLC 2010 - 2011
Delek Energy U.S. July 2008 - February 2009
Jefferson Wells 2006 - 2007
Education
Univeristy of Denver 1981 — 1982
University of Colorado Boulder - Leeds School of Business 1976 — 1980
BS Accounting, Accounting
Marc Crudgington, MBA's Jefferson Wells Experience 2005 - 2006
Job CIO/CISO Advisory IT/IS Strategy Advisory Board Speaker C|CISO Security+ CRISC PMP PCI
Industry Information Technology and Services
Experience
Woodforest National Bank August 2012 - Present
Advantage Sales and Marketing January 2007 - March 2012
Apex Consulting Group - Pacific Technology Consulting Group September 1996 - August 2011
PMI Orange County Chapter 2009 - 2011
University of California, Irvine, The Paul Merage School of Business September 2006 - June 2008
Jefferson Wells 2005 - 2006
KPMG LLP September 2004 - December 2005
ONI February 2000 - December 2002
Ciena Corporation February 2000 - December 2002
3Com November 1996 - February 2000
Skills
IT Strategy, Information Technology, Security, Enterprise Risk..., IT Governance, IT Management, Program Management, Governance, Disaster Recovery, Business Process..., SDLC, PMP, ITIL, Cloud Computing, Vendor Management, SaaS, Business Intelligence, Business Continuity, Fundamentals, Enterprise Architecture, MS Project, Contract Negotiation, Project Portfolio..., Financials, PMO, Predictive Analytics, Agile Project Management, Enterprise Content..., PaaS, Knowledge Management, Data Privacy, IT Transformation, CIO Advisory, SOX, GLBA, HIPPA, other, SAP ERP Financials, CA Clarity PPM, MS SharePoint, Cisco Catalyst Switches, 3Com Switches, Optical Switches, MS Dynamics NAV/CRM, Lean Initiatives, M & A Due Diligence, Petroleum Industry..., Process Improvement, Strategy
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2008
MBA, Strategy, Technology, 3.65 GPA
University of Phoenix 2000 — 2002
BS, Business Administration, Management and Operations
Woodforest National Bank August 2012 - Present
Advantage Sales and Marketing January 2007 - March 2012
Apex Consulting Group - Pacific Technology Consulting Group September 1996 - August 2011
PMI Orange County Chapter 2009 - 2011
University of California, Irvine, The Paul Merage School of Business September 2006 - June 2008
Jefferson Wells 2005 - 2006
KPMG LLP September 2004 - December 2005
ONI February 2000 - December 2002
Ciena Corporation February 2000 - December 2002
3Com November 1996 - February 2000
Skills
IT Strategy, Information Technology, Security, Enterprise Risk..., IT Governance, IT Management, Program Management, Governance, Disaster Recovery, Business Process..., SDLC, PMP, ITIL, Cloud Computing, Vendor Management, SaaS, Business Intelligence, Business Continuity, Fundamentals, Enterprise Architecture, MS Project, Contract Negotiation, Project Portfolio..., Financials, PMO, Predictive Analytics, Agile Project Management, Enterprise Content..., PaaS, Knowledge Management, Data Privacy, IT Transformation, CIO Advisory, SOX, GLBA, HIPPA, other, SAP ERP Financials, CA Clarity PPM, MS SharePoint, Cisco Catalyst Switches, 3Com Switches, Optical Switches, MS Dynamics NAV/CRM, Lean Initiatives, M & A Due Diligence, Petroleum Industry..., Process Improvement, Strategy
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2008
MBA, Strategy, Technology, 3.65 GPA
University of Phoenix 2000 — 2002
BS, Business Administration, Management and Operations
Owen J. Dornstein, CPA Owen J. Dornstein, CPA's Jefferson Wells Experience 2004 - 2007
Job President at PRO Accounting & Tax Services
Industry Accounting
Experience
PRO Accounting & Tax Services December 2014 - Present
Accounting and Audit Consultant January 2012 - Present
FUOCO GROUP LLP September 2008 - December 2011
JEFFERSON WELLS, 2004 - 2007
MAHONEY COHEN & COMPANY, CPA, P.C., 1999 - 2004
DELOITTE & TOUCHE 1993 - 1998
Skills
Internal Controls, US GAAP, Accounting, IFRS, Financial Reporting, Internal Audit, External Audit, Accounting Research, Sarbanes-Oxley Act, Financial Statements, GAAP, Auditing, Tax Preparation, Sarbanes-Oxley, Tax Returns, Management, Accounts Receivable, General Ledger, Financial Audits, CPA, Finance, Financial Analysis, Revenue Recognition, Tax, Corporate Tax, SOX, Peer Review, Forensic Accounting, Tax Accounting, Financial Accounting, QuickBooks, Account Reconciliation
Education
AICPA Peer Review Course 2013 — 2013
How to Conduct a Peer Review
Touro College
B.S., Accounting
PRO Accounting & Tax Services December 2014 - Present
Accounting and Audit Consultant January 2012 - Present
FUOCO GROUP LLP September 2008 - December 2011
JEFFERSON WELLS, 2004 - 2007
MAHONEY COHEN & COMPANY, CPA, P.C., 1999 - 2004
DELOITTE & TOUCHE 1993 - 1998
Skills
Internal Controls, US GAAP, Accounting, IFRS, Financial Reporting, Internal Audit, External Audit, Accounting Research, Sarbanes-Oxley Act, Financial Statements, GAAP, Auditing, Tax Preparation, Sarbanes-Oxley, Tax Returns, Management, Accounts Receivable, General Ledger, Financial Audits, CPA, Finance, Financial Analysis, Revenue Recognition, Tax, Corporate Tax, SOX, Peer Review, Forensic Accounting, Tax Accounting, Financial Accounting, QuickBooks, Account Reconciliation
Education
AICPA Peer Review Course 2013 — 2013
How to Conduct a Peer Review
Touro College
B.S., Accounting
Jeff Schaberg's Jefferson Wells Experience August 1998 - August 2005
Job Consultant at Sirius Solutions
Industry Accounting
Experience
Sirius Solutions August 2005 - Present
Texas Stitch Designs Inc. January 2005 - Present
Jefferson Wells August 1998 - August 2005
The Coca-Cola Company April 1994 - August 1998
The Coca-Cola Company June 1986 - March 1994
Skills
Accounting, Analysis
Education
University of St. Thomas (TX) 1996 — 1998
Masters, Finance
University of Houston 1988 — 1992
BA, Finance
Sirius Solutions August 2005 - Present
Texas Stitch Designs Inc. January 2005 - Present
Jefferson Wells August 1998 - August 2005
The Coca-Cola Company April 1994 - August 1998
The Coca-Cola Company June 1986 - March 1994
Skills
Accounting, Analysis
Education
University of St. Thomas (TX) 1996 — 1998
Masters, Finance
University of Houston 1988 — 1992
BA, Finance
Caleb Merriman's Jefferson Wells Experience June 2007 - February 2008
Job Chief Information Security Officer
Industry Health, Wellness and Fitness
Experience
Blue Cross and Blue Shield of Tennessee September 2012 - Present
Blue Cross Blue Shield of Minnesota March 2010 - September 2012
United States Air Force December 2009 - February 2010
Target February 2008 - November 2009
Jefferson Wells June 2007 - February 2008
BD October 2006 - May 2007
Boston Scientific/Guidant Corporation October 1998 - October 2006
Skills
Business Analysis, Business Continuity, CISSP, Computer Security, Data Security, Change Management, Disaster Recovery, Enterprise Architecture, Enterprise Risk..., Firewalls, Governance, HIPAA, IT Audit, IT Management, IT Risk Management, IT Strategy, ITIL, Identity Management, Information Security, Information Security..., Information Technology, Leadership, Management, Network Security, PCI DSS, Process Improvement, Program Management, Requirements Analysis, Risk Assessment, Risk Management, SDLC, Security, Vendor Management, Vulnerability Assessment
Education
University of Phoenix 2003 — 2005
MS, Computer Information Systems
University of Florida 1984 — 1989
Blue Cross and Blue Shield of Tennessee September 2012 - Present
Blue Cross Blue Shield of Minnesota March 2010 - September 2012
United States Air Force December 2009 - February 2010
Target February 2008 - November 2009
Jefferson Wells June 2007 - February 2008
BD October 2006 - May 2007
Boston Scientific/Guidant Corporation October 1998 - October 2006
Skills
Business Analysis, Business Continuity, CISSP, Computer Security, Data Security, Change Management, Disaster Recovery, Enterprise Architecture, Enterprise Risk..., Firewalls, Governance, HIPAA, IT Audit, IT Management, IT Risk Management, IT Strategy, ITIL, Identity Management, Information Security, Information Security..., Information Technology, Leadership, Management, Network Security, PCI DSS, Process Improvement, Program Management, Requirements Analysis, Risk Assessment, Risk Management, SDLC, Security, Vendor Management, Vulnerability Assessment
Education
University of Phoenix 2003 — 2005
MS, Computer Information Systems
University of Florida 1984 — 1989
Jenna Knowles, CEP Jenna Knowles, CEP's Jefferson Wells Experience May 2005 - August 2005
Job Global Stock Plan Administrator at Amazon
Industry Human Resources
Experience
Amazon September 2013 - Present
IHS April 2012 - August 2013
IHS December 2011 - April 2012
IHS November 2010 - December 2011
IHS November 2009 - November 2010
Jefferson Wells May 2005 - August 2005
Skills
Talent Acquisition, Training, SharePoint, Human Resources, Analysis, Leadership, PowerPoint, Onboarding, Management, Marketing, Employee Relations, Team Building, Access, Talent Management
Education
University of Colorado Boulder 2005 — 2009
BA, Psychology
Amazon September 2013 - Present
IHS April 2012 - August 2013
IHS December 2011 - April 2012
IHS November 2010 - December 2011
IHS November 2009 - November 2010
Jefferson Wells May 2005 - August 2005
Skills
Talent Acquisition, Training, SharePoint, Human Resources, Analysis, Leadership, PowerPoint, Onboarding, Management, Marketing, Employee Relations, Team Building, Access, Talent Management
Education
University of Colorado Boulder 2005 — 2009
BA, Psychology
Kimberly Salo, CISA, CPA (Inactive)'s Jefferson Wells Experience 2004 - 2004
Job Information Security Compliance Consultant at Target
Industry Information Technology and Services
Experience
Target October 2010 - Present
Carlson Companies 2004 - December 2010
Jefferson Wells 2004 - 2004
ING 2000 - 2004
ING 1995 - 2000
ING 1993 - 1995
Thrivent Financial for Lutherans 1988 - 1993
Skills
HIPAA, GLBA, Data Privacy, Internal Audit, PCI DSS, IT Audit, Oracle E-Business Suite, SOX, Windows Security, Unix Security, Auditing, Sarbanes-Oxley Act, Leadership, Risk Assessment, Finance, Internal Controls, Security, CISA, Information Technology, Business Process..., Process Improvement
Education
The University of North Dakota 1985 — 1987
Bachelor of Accountancy, Accounting
Mesabi Community College 1983 — 1985
Associate of Arts, Accounting
Target October 2010 - Present
Carlson Companies 2004 - December 2010
Jefferson Wells 2004 - 2004
ING 2000 - 2004
ING 1995 - 2000
ING 1993 - 1995
Thrivent Financial for Lutherans 1988 - 1993
Skills
HIPAA, GLBA, Data Privacy, Internal Audit, PCI DSS, IT Audit, Oracle E-Business Suite, SOX, Windows Security, Unix Security, Auditing, Sarbanes-Oxley Act, Leadership, Risk Assessment, Finance, Internal Controls, Security, CISA, Information Technology, Business Process..., Process Improvement
Education
The University of North Dakota 1985 — 1987
Bachelor of Accountancy, Accounting
Mesabi Community College 1983 — 1985
Associate of Arts, Accounting
Doug Elsby Doug Elsby's Jefferson Wells Experience 1999 - 2006
Job Senior Business/Management Consultant
Industry Management Consulting
Experience
Aventine Hill Partners March 2015 - Present
Universal Weather and Aviation June 2012 - July 2014
Southern Union May 2010 - June 2012
CBIZ March 2009 - May 2010
Jefferson Wells 1999 - 2006
Oracle 1996 - 1997
Compaq Computer Corporation 1985 - 1996
Skills
Enterprise Risk..., Business Process..., Internal Audit, Sarbanes-Oxley Act, IT Strategy, Internal Controls, Project Management, Strategic Sourcing, Procurement, Re-engineering, Business Process Design, Management Consulting, Process Reviews, Process Assessment, IT Project Management, Operational Risk..., Program Management, Stage-Gate, Project Assurance, Materials Management, Spend Analysis, Supplier Evaluation, Supplier Selection, Sourcing & Procurement, MRP, Master Scheduling, Engineering Change..., Planning Systems, Technology Selection, APICS, MPS, Discrete Manufacturing, Process Manufacturing, BOM, Inventory Accuracy, Work Orders, Remote Team Management, IT Governance, Business Alignment, Software Selection, Requirements..., Interviewing, Candidate Selection, Visio, MS Project, Governance, Strategy, Consulting, Business Process, Management
Education
University of Houston 1978 — 1984
BS, Psychology
University of North Texas 1975 — 1977
Lewisville High School
Aventine Hill Partners March 2015 - Present
Universal Weather and Aviation June 2012 - July 2014
Southern Union May 2010 - June 2012
CBIZ March 2009 - May 2010
Jefferson Wells 1999 - 2006
Oracle 1996 - 1997
Compaq Computer Corporation 1985 - 1996
Skills
Enterprise Risk..., Business Process..., Internal Audit, Sarbanes-Oxley Act, IT Strategy, Internal Controls, Project Management, Strategic Sourcing, Procurement, Re-engineering, Business Process Design, Management Consulting, Process Reviews, Process Assessment, IT Project Management, Operational Risk..., Program Management, Stage-Gate, Project Assurance, Materials Management, Spend Analysis, Supplier Evaluation, Supplier Selection, Sourcing & Procurement, MRP, Master Scheduling, Engineering Change..., Planning Systems, Technology Selection, APICS, MPS, Discrete Manufacturing, Process Manufacturing, BOM, Inventory Accuracy, Work Orders, Remote Team Management, IT Governance, Business Alignment, Software Selection, Requirements..., Interviewing, Candidate Selection, Visio, MS Project, Governance, Strategy, Consulting, Business Process, Management
Education
University of Houston 1978 — 1984
BS, Psychology
University of North Texas 1975 — 1977
Lewisville High School
Dwight Zurawski Dwight Zurawski's Jefferson Wells Experience April 2005 - February 2007
Job CPA Tax and Accounting Services
Industry Accounting
Experience
Dwight Zurawski, CPA, PFS, CGMA October 2009 - Present
InfoPrint Solutions April 2007 - October 2009
Advanced Cosmetic Intervention 2005 - 2008
Jefferson Wells April 2005 - February 2007
McKinley Medical March 2001 - March 2005
Palomar Medical Technologies January 1996 - September 2000
Skills
Financial Reporting, Business Planning, Accounting, Financial Accounting, Financial Analysis, Mergers, Cost Accounting, Start-ups, Budgets, Strategic Planning, Auditing, Process Improvement, International taxation
Education
The University of New Mexico - Robert O. Anderson School of Management
BBA, Accounting and Finance
Dwight Zurawski, CPA, PFS, CGMA October 2009 - Present
InfoPrint Solutions April 2007 - October 2009
Advanced Cosmetic Intervention 2005 - 2008
Jefferson Wells April 2005 - February 2007
McKinley Medical March 2001 - March 2005
Palomar Medical Technologies January 1996 - September 2000
Skills
Financial Reporting, Business Planning, Accounting, Financial Accounting, Financial Analysis, Mergers, Cost Accounting, Start-ups, Budgets, Strategic Planning, Auditing, Process Improvement, International taxation
Education
The University of New Mexico - Robert O. Anderson School of Management
BBA, Accounting and Finance
Gerald Robertson Gerald Robertson's Jefferson Wells Experience Internal Audit ManagerTyson Foods2000 - 2006
Job Internal Audit and Controls Professional at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells Internal Audit ManagerTyson Foods2000 - 2006
Harps Food Stores, Inc. 1982 - 1984
Education
University of Arkansas 1978 — 1981
BSBA, Accounting
Jefferson Wells Internal Audit ManagerTyson Foods2000 - 2006
Harps Food Stores, Inc. 1982 - 1984
Education
University of Arkansas 1978 — 1981
BSBA, Accounting
Bob Kurth Bob Kurth's Jefferson Wells Experience November 2005 - August 2007
Job Lead Security Analyst at MemorialHermann Healthcare System
Industry Information Technology and Services
Experience
Memorial-Hermann Healthcare System September 2007 - October 2008
Jefferson Wells November 2005 - August 2007
First Community Services September 2004 - November 2005
Southwest Information Operations Center May 2004 - May 2005
Texas Mutual Insurance December 1999 - September 2004
Texas Mutual Insurance October 1997 - December 1999
Texas Workers' Compensation Insurance Fund February 1995 - October 1996
Texas Workers' Compensation Insurance Fund April 1994 - February 1995
75th Division 1993 - 1995
95th US Army Maneuver Training Command May 1988 - January 1994
Skills
Security, IT Audit, Information Security, Auditing, CISSP, Management, Training, Leadership, Governance, Military
Education
US Army Command & General Staff Officer Course 1988 — 1990
Grad
Webster University 1983 — 1985
MA
Texas Tech University 1971 — 1975
BA
U.S. Army Airborne School 1974 — 1974
N/A
Angelina County Junior College 1971 — 1972
Lufkin High School 1968 — 1971
Grad
Memorial-Hermann Healthcare System September 2007 - October 2008
Jefferson Wells November 2005 - August 2007
First Community Services September 2004 - November 2005
Southwest Information Operations Center May 2004 - May 2005
Texas Mutual Insurance December 1999 - September 2004
Texas Mutual Insurance October 1997 - December 1999
Texas Workers' Compensation Insurance Fund February 1995 - October 1996
Texas Workers' Compensation Insurance Fund April 1994 - February 1995
75th Division 1993 - 1995
95th US Army Maneuver Training Command May 1988 - January 1994
Skills
Security, IT Audit, Information Security, Auditing, CISSP, Management, Training, Leadership, Governance, Military
Education
US Army Command & General Staff Officer Course 1988 — 1990
Grad
Webster University 1983 — 1985
MA
Texas Tech University 1971 — 1975
BA
U.S. Army Airborne School 1974 — 1974
N/A
Angelina County Junior College 1971 — 1972
Lufkin High School 1968 — 1971
Grad
Courtney Brokaw's Jefferson Wells Experience December 2007 - May 2008
Job Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY Advisors December 2014 - Present
UHY Advisors January 2012 - Present
UHY Advisors July 2010 - Present
Adams Harris May 2008 - July 2010
Jefferson Wells December 2007 - May 2008
SMBology, Inc May 2007 - December 2007
Signius Communications 2004 - 2007
Skills
Financial Reporting, SEC filings, GAAP, Payroll, Process Improvement, Account Reconciliation
Education
University of Houston
Bachelor of Science (BS)
Stratford High School
Diploma
BDO USA, LLP December 2014 - Present
UHY Advisors December 2014 - Present
UHY Advisors January 2012 - Present
UHY Advisors July 2010 - Present
Adams Harris May 2008 - July 2010
Jefferson Wells December 2007 - May 2008
SMBology, Inc May 2007 - December 2007
Signius Communications 2004 - 2007
Skills
Financial Reporting, SEC filings, GAAP, Payroll, Process Improvement, Account Reconciliation
Education
University of Houston
Bachelor of Science (BS)
Stratford High School
Diploma
Amy Wysowaty Amy Wysowaty's Jefferson Wells Experience May 2002 - December 2002
Job Global Sales Leader with Extensive IoT and Intelligent Network Experience
Industry Information Technology and Services
Experience
Verizon Wireless November 2012 - Present
Verizon Vodafone Enterprise Services July 2011 - November 2012
Verizon August 2006 - July 2011
Sprint Nextel March 2003 - August 2006
Jefferson Wells May 2002 - December 2002
UUNET April 1997 - December 2001
Maxim Integrated January 1996 - April 1997
Wallace Computer Services July 1995 - January 1996
Skills
Telecommunications, Managed Services, Solution Selling, Wireless, Unified Communications, M2M, MPLS, Cloud Computing, VoIP, Data Center, Voice & Data Convergence, WAN, LTE, Direct Sales, Channel, Mobile Devices, CDMA, Professional Services, Enterprise Mobility, IP, Telephony, Mobile Technology, Go-to-market Strategy, Sales Process, Sales Operations, Enterprise Software, Strategic Partnerships, Account Management
Education
University of Florida 1991 — 1995
Bachelor of Science (B.S.), Marketing
Verizon Wireless November 2012 - Present
Verizon Vodafone Enterprise Services July 2011 - November 2012
Verizon August 2006 - July 2011
Sprint Nextel March 2003 - August 2006
Jefferson Wells May 2002 - December 2002
UUNET April 1997 - December 2001
Maxim Integrated January 1996 - April 1997
Wallace Computer Services July 1995 - January 1996
Skills
Telecommunications, Managed Services, Solution Selling, Wireless, Unified Communications, M2M, MPLS, Cloud Computing, VoIP, Data Center, Voice & Data Convergence, WAN, LTE, Direct Sales, Channel, Mobile Devices, CDMA, Professional Services, Enterprise Mobility, IP, Telephony, Mobile Technology, Go-to-market Strategy, Sales Process, Sales Operations, Enterprise Software, Strategic Partnerships, Account Management
Education
University of Florida 1991 — 1995
Bachelor of Science (B.S.), Marketing
John P. Mullowney's Jefferson Wells Experience April 1999 - May 2008
Job Enrolled Agent at ATS, Inc
Industry Accounting
Experience
ATS, Inc June 2014 - Present
Orcutt & Co., CPA's January 2014 - May 2014
Clark, Schaefer, Hackett & Co. February 2013 - October 2013
F+W Media, Inc May 2008 - July 2012
Jefferson Wells April 1999 - May 2008
Barnes Dennig Co October 1998 - April 1999
James Messmer Co September 1997 - October 1998
John P Mullowney October 1982 - September 1997
Skills
Tax Compliance, Tax Research, Accounting, Tax Accounting, Sarbanes-Oxley Act, Corporate Tax, Sales Tax, Tax Advisory, FIN 48, Internal Audit, Income Tax, Auditing, Tax, Tax Returns, Tax Preparation, Payroll, Account Reconciliation, Financial Planners, Payroll Taxes, Budgets, State Tax, Property Tax, VAT, GAAP
Education
Thomas Edison State College
BSBA, Accounting
ATS, Inc June 2014 - Present
Orcutt & Co., CPA's January 2014 - May 2014
Clark, Schaefer, Hackett & Co. February 2013 - October 2013
F+W Media, Inc May 2008 - July 2012
Jefferson Wells April 1999 - May 2008
Barnes Dennig Co October 1998 - April 1999
James Messmer Co September 1997 - October 1998
John P Mullowney October 1982 - September 1997
Skills
Tax Compliance, Tax Research, Accounting, Tax Accounting, Sarbanes-Oxley Act, Corporate Tax, Sales Tax, Tax Advisory, FIN 48, Internal Audit, Income Tax, Auditing, Tax, Tax Returns, Tax Preparation, Payroll, Account Reconciliation, Financial Planners, Payroll Taxes, Budgets, State Tax, Property Tax, VAT, GAAP
Education
Thomas Edison State College
BSBA, Accounting
William Hamilton, CPA, PFS William Hamilton, CPA, PFS's Jefferson Wells Experience April 2006 - June 2007
Job Partner at Hamilton, Pyle & Bowman, LLP
Industry Accounting
Experience
Hamilton, Pyle & Bowman, LLP August 2007 - Present
Jefferson Wells April 2006 - June 2007
Brookside Technology Partners, Inc. February 2004 - April 2006
Emissary, Inc. July 2001 - February 2004
virtualcfo 1999 - 2001
George Bush for President 1985 - 1986
Coopers & Lybrand 1979 - 1982
Education
University of Phoenix 2002 — 2008
Information Technology
The University of Texas at Austin 1970 — 1976
Bachelor of Business Administration, Accounting
Hamilton, Pyle & Bowman, LLP August 2007 - Present
Jefferson Wells April 2006 - June 2007
Brookside Technology Partners, Inc. February 2004 - April 2006
Emissary, Inc. July 2001 - February 2004
virtualcfo 1999 - 2001
George Bush for President 1985 - 1986
Coopers & Lybrand 1979 - 1982
Education
University of Phoenix 2002 — 2008
Information Technology
The University of Texas at Austin 1970 — 1976
Bachelor of Business Administration, Accounting
Blake Herndon, CIA, CISA, CPA Blake Herndon, CIA, CISA, CPA's Jefferson Wells Experience February 2004 - August 2008
Job Manager, Technology Risk and Compliance
Industry Information Technology and Services
Experience
Aventine Hill Partners April 2014 - Present
Grant Thornton LLP January 2013 - March 2014
AchieveCard April 2012 - December 2012
Accenture January 2011 - March 2012
NetSpend September 2008 - September 2010
Jefferson Wells February 2004 - August 2008
Blake Herndon, CPA September 1997 - February 2004
Skills
Internal Audit, Financial Accounting, SAP, Siebel, Oracle Financials, Enterprise Risk..., SOX, Business Process..., Risk Assessment, Internal Controls, Audit, IT Audit, Project Management, Information Security..., Compliance Management, Corporate Governance, Security, CISA, Risk Management, Talent Pool, Talent Acquisition, Auditing, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Analysis, Sarbanes-Oxley, Financial Reporting, Business Analysis, Process Improvement, Accounting, Finance, Financial Audits, Management Consulting, US GAAP, Oracle E-Business Suite, Managerial Finance, Financial Statements, Tax, SEC filings, Assurance, CPA, Management, Leadership, External Audit, Due Diligence, IFRS, Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Aventine Hill Partners April 2014 - Present
Grant Thornton LLP January 2013 - March 2014
AchieveCard April 2012 - December 2012
Accenture January 2011 - March 2012
NetSpend September 2008 - September 2010
Jefferson Wells February 2004 - August 2008
Blake Herndon, CPA September 1997 - February 2004
Skills
Internal Audit, Financial Accounting, SAP, Siebel, Oracle Financials, Enterprise Risk..., SOX, Business Process..., Risk Assessment, Internal Controls, Audit, IT Audit, Project Management, Information Security..., Compliance Management, Corporate Governance, Security, CISA, Risk Management, Talent Pool, Talent Acquisition, Auditing, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Analysis, Sarbanes-Oxley, Financial Reporting, Business Analysis, Process Improvement, Accounting, Finance, Financial Audits, Management Consulting, US GAAP, Oracle E-Business Suite, Managerial Finance, Financial Statements, Tax, SEC filings, Assurance, CPA, Management, Leadership, External Audit, Due Diligence, IFRS, Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Peter Hastings Peter Hastings's Jefferson Wells Experience 2007 - 2011
Job Director, Information Security at Catholic Health Initiatives
Industry Information Technology and Services
Experience
GBprotect 2012 - 2013
HealthTrans (acquired by SXC) 2011 - 2012
Jefferson Wells 2007 - 2011
University of Phoenix 2007 - 2011
EchoStar 2006 - 2007
AIMCO 2004 - 2006
Gateway 2002 - 2004
PricewaterhouseCoopers 1999 - 2002
Skills
IT Execution, Leadership, Strategy, Management, Strategic Roadmaps, IT Security Operations, Program Management, IT Security Policies &..., Cross-functional Team..., Business Process..., Vendor Management, SDLC, Project Management, Process Improvement, PMO, Team Building, SSO, Strategic Planning, SEIM, Change Management, Endpoint Security, Operations Management, Enterprise Software, Perimeter Security, Outsourcing, Software Development, Disaster Recovery, Six Sigma, Process Optimization, Client Services, Management Consulting, CRM software, Organizational Change, CRM, Application Development, Agile Project Management, RUP Methodologies, Microsoft Excel, MS Project, Information Security, DLP, IAM
Education
University of California, Irvine
BS, Information and Computer Science
University of California, Irvine - The Paul Merage School of Business
MBA, Emphasis: IT Management
GBprotect 2012 - 2013
HealthTrans (acquired by SXC) 2011 - 2012
Jefferson Wells 2007 - 2011
University of Phoenix 2007 - 2011
EchoStar 2006 - 2007
AIMCO 2004 - 2006
Gateway 2002 - 2004
PricewaterhouseCoopers 1999 - 2002
Skills
IT Execution, Leadership, Strategy, Management, Strategic Roadmaps, IT Security Operations, Program Management, IT Security Policies &..., Cross-functional Team..., Business Process..., Vendor Management, SDLC, Project Management, Process Improvement, PMO, Team Building, SSO, Strategic Planning, SEIM, Change Management, Endpoint Security, Operations Management, Enterprise Software, Perimeter Security, Outsourcing, Software Development, Disaster Recovery, Six Sigma, Process Optimization, Client Services, Management Consulting, CRM software, Organizational Change, CRM, Application Development, Agile Project Management, RUP Methodologies, Microsoft Excel, MS Project, Information Security, DLP, IAM
Education
University of California, Irvine
BS, Information and Computer Science
University of California, Irvine - The Paul Merage School of Business
MBA, Emphasis: IT Management
Gwen Land Gwen Land's Jefferson Wells Experience January 1998 - November 2007
Job Director Of Internal Controls at Caris Diagnostics
Industry Biotechnology
Experience
Miraca Life Sciences October 2008 - Present
Jefferson Wells January 1998 - November 2007
Lomas Mortgage July 1993 - 1996
Bank of America June 1983 - July 1993
Skills
Accounting, Auditing, Business Process..., COSO, Enterprise Risk..., Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, Internal Audit, Internal Controls, Process Improvement, Risk Assessment, Risk Management, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, US GAAP, Variance Analysis, SEC Filings
Education
Trinity University 1976 — 1980
B.S., Business Administration
Miraca Life Sciences October 2008 - Present
Jefferson Wells January 1998 - November 2007
Lomas Mortgage July 1993 - 1996
Bank of America June 1983 - July 1993
Skills
Accounting, Auditing, Business Process..., COSO, Enterprise Risk..., Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, Internal Audit, Internal Controls, Process Improvement, Risk Assessment, Risk Management, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, US GAAP, Variance Analysis, SEC Filings
Education
Trinity University 1976 — 1980
B.S., Business Administration
Joanne Mitchell Joanne Mitchell's Jefferson Wells Experience September 2005 - July 2006
Job
Industry Information Technology and Services
Experience
Mitchell & assoc. September 2012 - Present
Planet Group/First Data July 2011 - August 2012
Mitchell & assoc. November 2008 - July 2011
Computer Sciences Corporation July 2008 - November 2008
Oracle Corporation September 2006 - December 2007
Qwest Communications July 2006 - September 2006
Jefferson Wells September 2005 - July 2006
NexGen Technologies Inc July 2004 - September 2005
Agilent Technologies February 2000 - December 2003
Coor Brewing Co 1995 - 1999
Skills
Security, Risk Management, Malware Analysis, Information Security, CISSP, CISA, ITIL, Information Security..., Penetration Testing, IT Audit, PCI DSS, Information Assurance, Business Continuity, Vulnerability Assessment, Security Audits, Computer Security, COBIT, Data Security, Information Technology, Disaster Recovery, Network Security, IT Management, Computer Forensics, Security Architecture..., Firewalls
Education
University of Denver - Daniels College of Business 2002 — 2003
MBA, CIS
University of Northern Colorado 1985 — 1989
bs, cis
Mitchell & assoc. September 2012 - Present
Planet Group/First Data July 2011 - August 2012
Mitchell & assoc. November 2008 - July 2011
Computer Sciences Corporation July 2008 - November 2008
Oracle Corporation September 2006 - December 2007
Qwest Communications July 2006 - September 2006
Jefferson Wells September 2005 - July 2006
NexGen Technologies Inc July 2004 - September 2005
Agilent Technologies February 2000 - December 2003
Coor Brewing Co 1995 - 1999
Skills
Security, Risk Management, Malware Analysis, Information Security, CISSP, CISA, ITIL, Information Security..., Penetration Testing, IT Audit, PCI DSS, Information Assurance, Business Continuity, Vulnerability Assessment, Security Audits, Computer Security, COBIT, Data Security, Information Technology, Disaster Recovery, Network Security, IT Management, Computer Forensics, Security Architecture..., Firewalls
Education
University of Denver - Daniels College of Business 2002 — 2003
MBA, CIS
University of Northern Colorado 1985 — 1989
bs, cis
Ernie Lachica, CPA Ernie Lachica, CPA's Jefferson Wells Experience 1998 - 2003
Job Senior Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP December 2014 - Present
UHY LLP September 2003 - November 2014
Jefferson Wells 1998 - 2003
Skills
Internal Controls, Accounting, CPA, Financial Reporting, Auditing, Financial Modeling, IT Audit, Sarbanes-Oxley Act, SEC filings, Valuation, Internal Audit, GAAP, US GAAP, Assurance, Financial Analysis, Due Diligence, SEC Filings, Enterprise Risk...
Education
The University of Texas at Austin 1983 — 1987
BBA, Accounting
BDO USA, LLP December 2014 - Present
UHY LLP September 2003 - November 2014
Jefferson Wells 1998 - 2003
Skills
Internal Controls, Accounting, CPA, Financial Reporting, Auditing, Financial Modeling, IT Audit, Sarbanes-Oxley Act, SEC filings, Valuation, Internal Audit, GAAP, US GAAP, Assurance, Financial Analysis, Due Diligence, SEC Filings, Enterprise Risk...
Education
The University of Texas at Austin 1983 — 1987
BBA, Accounting
Stephanie Kersey's Jefferson Wells Experience May 2000 - April 2003
Job Corporate Control Manager at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial December 2012 - Present
Experis April 2012 - December 2012
CCS Medical July 2010 - April 2012
CCS Medical July 2010 - April 2012
CIGNA Healthcare June 2004 - July 2010
ICG Communications April 2003 - June 2004
Jefferson Wells May 2000 - April 2003
Richard O'Brien Companies, Inc. July 1999 - May 2000
Skills
External audit liaison, Strategic Planning, Intercompany..., Internal Financial..., Staff Management, Sarbanes Oxley, Mergers and Acqusitions, Business Relationship..., Process Improvement, Accounts Receivable, Accounts Payable, Project Management, Budget Preparation, Fixed Asset Management, Inventory Management, Organizational..., Accounting Technical..., Business Systems..., Financial Systems..., Cash Management, Coaching, Documentation, Healthcare, Insurance, Lotus Notes, Microsoft Office, Oracle, Operations, SAP, Telecommunications, Software Documentation, Analysis, Accounting, Sarbanes-Oxley Act, Management, Forecasting, Payroll, Auditing, Account Reconciliation, General Ledger, Internal Controls, Financial Analysis, Mergers & Acquisitions, GAAP, Software Implementation, BlackLine Account..., Financial Accounting, Leadership, Fixed Assets, Training
Education
University of Colorado at Denver 1997 — 2002
M.S., Finance
Stanley County HS
The University of South Dakota
BS, Business Administration, Accounting
Great-West Financial December 2012 - Present
Experis April 2012 - December 2012
CCS Medical July 2010 - April 2012
CCS Medical July 2010 - April 2012
CIGNA Healthcare June 2004 - July 2010
ICG Communications April 2003 - June 2004
Jefferson Wells May 2000 - April 2003
Richard O'Brien Companies, Inc. July 1999 - May 2000
Skills
External audit liaison, Strategic Planning, Intercompany..., Internal Financial..., Staff Management, Sarbanes Oxley, Mergers and Acqusitions, Business Relationship..., Process Improvement, Accounts Receivable, Accounts Payable, Project Management, Budget Preparation, Fixed Asset Management, Inventory Management, Organizational..., Accounting Technical..., Business Systems..., Financial Systems..., Cash Management, Coaching, Documentation, Healthcare, Insurance, Lotus Notes, Microsoft Office, Oracle, Operations, SAP, Telecommunications, Software Documentation, Analysis, Accounting, Sarbanes-Oxley Act, Management, Forecasting, Payroll, Auditing, Account Reconciliation, General Ledger, Internal Controls, Financial Analysis, Mergers & Acquisitions, GAAP, Software Implementation, BlackLine Account..., Financial Accounting, Leadership, Fixed Assets, Training
Education
University of Colorado at Denver 1997 — 2002
M.S., Finance
Stanley County HS
The University of South Dakota
BS, Business Administration, Accounting
Doug Sandor Doug Sandor's Jefferson Wells Experience 1999 - 2000
Job Director of Finance at Educational Theatre Association
Industry Accounting
Experience
Educational Theatre Association November 2008 - Present
Elizabeth Gamble Association May 2007 - October 2008
Jewish Family Service May 2002 - October 2006
Self employed CFO 2001 - April 2002
Jefferson Wells 1999 - 2000
Hebrew Union College 1985 - 1998
Skills
Accounting, Auditing, Cash Management, Non-profits, Financial Reporting, Strategic Planning, Budgets, Non-profit Volunteer, Nonprofits, Analysis, QuickBooks, Strategic Financial..., Finance, Management, Managerial Finance, Financial Analysis, GAAP, Cash Flow
Education
University of Cincinnati
BBA, Accounting
Educational Theatre Association November 2008 - Present
Elizabeth Gamble Association May 2007 - October 2008
Jewish Family Service May 2002 - October 2006
Self employed CFO 2001 - April 2002
Jefferson Wells 1999 - 2000
Hebrew Union College 1985 - 1998
Skills
Accounting, Auditing, Cash Management, Non-profits, Financial Reporting, Strategic Planning, Budgets, Non-profit Volunteer, Nonprofits, Analysis, QuickBooks, Strategic Financial..., Finance, Management, Managerial Finance, Financial Analysis, GAAP, Cash Flow
Education
University of Cincinnati
BBA, Accounting
Bobby Butler Bobby Butler's Jefferson Wells Experience 1999 - 2004
Job VP Internal Audit Manager, State Bank & Trust
Industry Accounting
Experience
State Bank & Trust March 2013 - Present
Trust, But Verify April 2012 - February 2013
Huron Consulting Group July 2007 - July 2011
Memorial Health 2008 - 2008
Callaway Partners 2004 - 2007
McKendree UMC 1993 - 2005
Jefferson Wells 1999 - 2004
Kaiser Permanente 1989 - 1999
Skills
SOX, Process Improvement, Auditing, Forensic Accounting, Sarbanes-Oxley Act, Internal Controls
Education
University of Georgia - Terry College of Business 1976 — 1979
BBA, Accounting
State Bank & Trust March 2013 - Present
Trust, But Verify April 2012 - February 2013
Huron Consulting Group July 2007 - July 2011
Memorial Health 2008 - 2008
Callaway Partners 2004 - 2007
McKendree UMC 1993 - 2005
Jefferson Wells 1999 - 2004
Kaiser Permanente 1989 - 1999
Skills
SOX, Process Improvement, Auditing, Forensic Accounting, Sarbanes-Oxley Act, Internal Controls
Education
University of Georgia - Terry College of Business 1976 — 1979
BBA, Accounting
Warren Hudson, MBA, CIA, CRMA, CFE, CCA Warren Hudson, MBA, CIA, CRMA, CFE, CCA's Jefferson Wells Experience March 2002 - August 2005
Job
Industry Accounting
Experience
Cupp and Hudson, LLP. December 2011 - Present
NACA 2011 - 2013
Energy Future Holdings March 2007 - January 2012
Dorado Corporation August 2005 - February 2007
Jefferson Wells March 2002 - August 2005
Zachry Industrial, Inc. October 1998 - May 2002
Skills
Internal Audit, Litigation Support, Contract Review, Risk Assessment, Contract Management, Revenue Recognition, Process Control, Auditing, Forensic Accounting, Internal Controls, Financial Reporting, Process Improvement, Financial Analysis, Fraud Investigations, GAAP, Sarbanes-Oxley Act, Enterprise Risk..., Fraud, Management Consulting, Construction, Business Process..., Risk Management, Accounting, Finance, Analysis, Project Planning, Management, COSO, Certified Fraud Examiner, Mergers & Acquisitions, Due Diligence, Sarbanes-Oxley, Cost Accounting, SEC filings, Managerial Finance, Financial Risk, Executive Management, IT Audit
Education
The University of Texas at San Antonio 1996 — 1999
MBA, Finance and Cost Accounting
The University of Texas at Austin 1989 — 1993
BA, Pre-Law Philosophy
Cupp and Hudson, LLP. December 2011 - Present
NACA 2011 - 2013
Energy Future Holdings March 2007 - January 2012
Dorado Corporation August 2005 - February 2007
Jefferson Wells March 2002 - August 2005
Zachry Industrial, Inc. October 1998 - May 2002
Skills
Internal Audit, Litigation Support, Contract Review, Risk Assessment, Contract Management, Revenue Recognition, Process Control, Auditing, Forensic Accounting, Internal Controls, Financial Reporting, Process Improvement, Financial Analysis, Fraud Investigations, GAAP, Sarbanes-Oxley Act, Enterprise Risk..., Fraud, Management Consulting, Construction, Business Process..., Risk Management, Accounting, Finance, Analysis, Project Planning, Management, COSO, Certified Fraud Examiner, Mergers & Acquisitions, Due Diligence, Sarbanes-Oxley, Cost Accounting, SEC filings, Managerial Finance, Financial Risk, Executive Management, IT Audit
Education
The University of Texas at San Antonio 1996 — 1999
MBA, Finance and Cost Accounting
The University of Texas at Austin 1989 — 1993
BA, Pre-Law Philosophy
Mike Hill, MBA,CISSP,CISM,CISA,CRISC,ITIL Mike Hill, MBA,CISSP,CISM,CISA,CRISC,ITIL's Jefferson Wells Experience June 2003 - May 2008
Job Senior Manager, Data Privacy
Industry Information Technology and Services
Experience
Research Now January 2015 - Present
CompuCom February 2013 - January 2015
EFH/TXU April 2009 - February 2013
SuperMedia LLC May 2008 - March 2009
Jefferson Wells June 2003 - May 2008
Self Employed 2001 - 2003
Skills
IT Audit, Governance, Information Security, Security, ITIL, COBIT, PCI DSS, Information Technology, Sarbanes-Oxley Act, Risk Assessment, Management, Consulting, Analysis, Business Analysis, Leadership, Data Privacy, CISSP
Education
The University of Dallas 1993 — 1996
MBA, Management
University of North Texas
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Research Now January 2015 - Present
CompuCom February 2013 - January 2015
EFH/TXU April 2009 - February 2013
SuperMedia LLC May 2008 - March 2009
Jefferson Wells June 2003 - May 2008
Self Employed 2001 - 2003
Skills
IT Audit, Governance, Information Security, Security, ITIL, COBIT, PCI DSS, Information Technology, Sarbanes-Oxley Act, Risk Assessment, Management, Consulting, Analysis, Business Analysis, Leadership, Data Privacy, CISSP
Education
The University of Dallas 1993 — 1996
MBA, Management
University of North Texas
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Jacquie Guzman-Freddo's Jefferson Wells Experience 2005 - 2007
Job Latin America Finance Manager at Waters Corporation
Industry Biotechnology
Experience
Waters Corporation 2007 - Present
Jefferson Wells 2005 - 2007
Genuity 1999 - 2003
CODETEL 1995 - 1999
Skills
SAP R/3, SAP BW, SAP Portal, SAP Budget Planning &..., SAP BPC, Bilingual, Accounting, Financial Analysis, SAP, Strategic Planning, Internal Controls, Finance, Financial Reporting, Managerial Finance, Sarbanes-Oxley Act, Forecasting, Financial Audits, Leadership, Budgets, Management, Analysis, Process Improvement
Education
Santa Teresita
Universidad Nacional Pedro Henríquez Ureña
BA, Accounting and Auditing
Waters Corporation 2007 - Present
Jefferson Wells 2005 - 2007
Genuity 1999 - 2003
CODETEL 1995 - 1999
Skills
SAP R/3, SAP BW, SAP Portal, SAP Budget Planning &..., SAP BPC, Bilingual, Accounting, Financial Analysis, SAP, Strategic Planning, Internal Controls, Finance, Financial Reporting, Managerial Finance, Sarbanes-Oxley Act, Forecasting, Financial Audits, Leadership, Budgets, Management, Analysis, Process Improvement
Education
Santa Teresita
Universidad Nacional Pedro Henríquez Ureña
BA, Accounting and Auditing
Patrick Persons Patrick Persons's Jefferson Wells Experience 1997 - 2003
Job Impetus Capital, LLC
Industry Capital Markets
Experience
Impetus Capital, LLC September 2010 - Present
B&P Global, LLC. September 2012 - Present
SmartSports July 2012 - Present
Western Falcon Energy Services January 2015 - Present
Accretive Solutions September 2003 - April 2010
Jefferson Wells 1997 - 2003
Cooper Industries, 1990 - 1997
Coopers & Lybrand Consulting 1986 - 1990
Skills
Strategy, Business Development, Business Strategy, Leadership, Business Process..., Capital Markets, Venture Capital, Private Equity, Mergers & Acquisitions, Sales Management, Small Business, Management, Consulting, Management Consulting, Accounting, Finance, Financial Modeling, Due Diligence, Executive Management, Corporate Finance, Corporate Development, Restructuring, Acquisition Integration, Turn Around Management, Entrepreneurship, IPO, Acquisitions, Capital, Divestitures, Business Valuation, Private Placements, Valuation
Education
The University of Texas at Austin 1983 — 1987
BBA, Accounting
Impetus Capital, LLC September 2010 - Present
B&P Global, LLC. September 2012 - Present
SmartSports July 2012 - Present
Western Falcon Energy Services January 2015 - Present
Accretive Solutions September 2003 - April 2010
Jefferson Wells 1997 - 2003
Cooper Industries, 1990 - 1997
Coopers & Lybrand Consulting 1986 - 1990
Skills
Strategy, Business Development, Business Strategy, Leadership, Business Process..., Capital Markets, Venture Capital, Private Equity, Mergers & Acquisitions, Sales Management, Small Business, Management, Consulting, Management Consulting, Accounting, Finance, Financial Modeling, Due Diligence, Executive Management, Corporate Finance, Corporate Development, Restructuring, Acquisition Integration, Turn Around Management, Entrepreneurship, IPO, Acquisitions, Capital, Divestitures, Business Valuation, Private Placements, Valuation
Education
The University of Texas at Austin 1983 — 1987
BBA, Accounting
Ed Konopka, CPA Ed Konopka, CPA's Jefferson Wells Experience December 1999 - June 2007
Job Experienced Consultant, Accounting and Finance
Industry Accounting
Experience
Edmund M. Konopka, CPA March 2011 - Present
iQor July 2007 - March 2011
Jefferson Wells December 1999 - June 2007
Unique Golf Concepts of Central Ohio April 2002 - December 2006
Golfahoy.com April 2002 - December 2006
Edmund M. Konopka, CPA June 1997 - December 1999
Borden Services Company January 1995 - June 1997
Borden, Inc. December 1983 - January 1995
Price Waterhouse June 1973 - December 1983
Skills
Financial Reporting, Internal Controls, Mergers, Sarbanes-Oxley Act, Financial Analysis, Accounting, Financial Modeling, Start-ups, Auditing, Forecasting, Tax, Mergers & Acquisitions, Strategic Financial..., Finance, Business Process..., Internal Audit, Managerial Finance, Due Diligence, Consolidation, Cost Accounting, General Ledger, Financial Accounting, Executive Management, Corporate Finance, US GAAP, Cash Management, Financial Statements, Management Consulting, SEC filings, Cash Flow, Account Reconciliation, Accounts Receivable, Corporate Tax, Acquisition Integration, Financial Planning, SEC Filings
Education
The Ohio State University 1968 — 1973
BSBA, Accounting
St. Ignatius High School, Cleveland 1964 — 1968
French Scientific, College Prep
Edmund M. Konopka, CPA March 2011 - Present
iQor July 2007 - March 2011
Jefferson Wells December 1999 - June 2007
Unique Golf Concepts of Central Ohio April 2002 - December 2006
Golfahoy.com April 2002 - December 2006
Edmund M. Konopka, CPA June 1997 - December 1999
Borden Services Company January 1995 - June 1997
Borden, Inc. December 1983 - January 1995
Price Waterhouse June 1973 - December 1983
Skills
Financial Reporting, Internal Controls, Mergers, Sarbanes-Oxley Act, Financial Analysis, Accounting, Financial Modeling, Start-ups, Auditing, Forecasting, Tax, Mergers & Acquisitions, Strategic Financial..., Finance, Business Process..., Internal Audit, Managerial Finance, Due Diligence, Consolidation, Cost Accounting, General Ledger, Financial Accounting, Executive Management, Corporate Finance, US GAAP, Cash Management, Financial Statements, Management Consulting, SEC filings, Cash Flow, Account Reconciliation, Accounts Receivable, Corporate Tax, Acquisition Integration, Financial Planning, SEC Filings
Education
The Ohio State University 1968 — 1973
BSBA, Accounting
St. Ignatius High School, Cleveland 1964 — 1968
French Scientific, College Prep
Jason Hillman's Jefferson Wells Experience December 2006 - April 2010
Job IT Manager, Continuous Improvement and R&D at Dr Pepper Snapple Group
Industry Information Technology and Services
Experience
Dr Pepper Snapple Group October 2013 - Present
Dr Pepper Snapple Group September 2011 - October 2013
Dr Pepper Snapple Group April 2010 - September 2011
Jefferson Wells December 2006 - April 2010
KPMG LLP June 1999 - November 2006
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Process Improvement, Risk Management, Accounting, Financial Accounting, Risk Assessment, Six Sigma, Sarbanes-Oxley, Analysis, SAP, Financial Reporting, Management, Finance, Business Process, Financial Analysis, Enterprise Risk...
Education
The University of Texas at Austin 1994 — 1999
BBA, MPA, Business, Accounting
Dr Pepper Snapple Group October 2013 - Present
Dr Pepper Snapple Group September 2011 - October 2013
Dr Pepper Snapple Group April 2010 - September 2011
Jefferson Wells December 2006 - April 2010
KPMG LLP June 1999 - November 2006
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Auditing, Process Improvement, Risk Management, Accounting, Financial Accounting, Risk Assessment, Six Sigma, Sarbanes-Oxley, Analysis, SAP, Financial Reporting, Management, Finance, Business Process, Financial Analysis, Enterprise Risk...
Education
The University of Texas at Austin 1994 — 1999
BBA, MPA, Business, Accounting
R. Scott Jackson, CPA, CRMA R. Scott Jackson, CPA, CRMA's Jefferson Wells Experience 2001 - 2002
Job Vice President, Internal Audit & Compliance
Industry Oil & Energy
Experience
Synthesis Energy Systems July 2007 - Present
Cornell Companies 2002 - 2007
Jefferson Wells 2001 - 2002
Texas Medical Center 1994 - 2000
Metro National Financial 1992 - 1994
American Express Travel Services 1990 - 1992
KPMG 1988 - 1990
Skills
Internal Audit, Sarbanes-Oxley, Financial Audits, Enterprise Risk..., Corporate Governance, Sarbanes-Oxley Act, Fraud, GAAP, Project Management, CPA, Internal Controls, Financial Reporting, Auditing
Education
Texas A&M University 1984 — 1988
BBA, Accounting
Synthesis Energy Systems July 2007 - Present
Cornell Companies 2002 - 2007
Jefferson Wells 2001 - 2002
Texas Medical Center 1994 - 2000
Metro National Financial 1992 - 1994
American Express Travel Services 1990 - 1992
KPMG 1988 - 1990
Skills
Internal Audit, Sarbanes-Oxley, Financial Audits, Enterprise Risk..., Corporate Governance, Sarbanes-Oxley Act, Fraud, GAAP, Project Management, CPA, Internal Controls, Financial Reporting, Auditing
Education
Texas A&M University 1984 — 1988
BBA, Accounting
Kyba Rideau Andres's Jefferson Wells Experience November 2003 - February 2008
Job Tax Manager at EP ENERGY formerly El Paso Energy Corp.
Industry Oil & Energy
Experience
EP ENERGY - formerly El Paso Energy Corp. May 2011 - Present
El Paso Corporation March 2008 - Present
Jefferson Wells November 2003 - February 2008
Arthur Anderson November 2000 - June 2003
Deloitte & Touche January 1997 - November 2000
Education
Tulane University
Bachelor’s Degree, Accounting
EP ENERGY - formerly El Paso Energy Corp. May 2011 - Present
El Paso Corporation March 2008 - Present
Jefferson Wells November 2003 - February 2008
Arthur Anderson November 2000 - June 2003
Deloitte & Touche January 1997 - November 2000
Education
Tulane University
Bachelor’s Degree, Accounting
Dennis Hamblin Dennis Hamblin's Jefferson Wells Experience May 2011 - Present
Job Telecom Expense Management Specialist at Experis
Industry Accounting
Experience
Jefferson Wells May 2011 - Present
Presbyterian Church of Stanley March 2010 - Present
The Ohio State University Alumni Club of Greater Kansas City January 1993 - Present
US Department of Commerce April 2010 - July 2010
Presbyterian Church of Stanley March 2010 - April 2010
Embarq May 2006 - December 2007
Sprint November 1985 - May 2006
Sprint June 1971 - November 1985
Education
The Ohio State University 1966 — 1971
BS, Accountung
Jefferson Wells May 2011 - Present
Presbyterian Church of Stanley March 2010 - Present
The Ohio State University Alumni Club of Greater Kansas City January 1993 - Present
US Department of Commerce April 2010 - July 2010
Presbyterian Church of Stanley March 2010 - April 2010
Embarq May 2006 - December 2007
Sprint November 1985 - May 2006
Sprint June 1971 - November 1985
Education
The Ohio State University 1966 — 1971
BS, Accountung
Nancy Lipp's Jefferson Wells Experience March 1999 - February 2009
Job Accounting Professional
Industry Accounting
Experience
MEMC Electronic Materials 2011 - 2012
Novus 2009 - 2010
Jefferson Wells March 1999 - February 2009
P.B. Herndon/Allied Signal November 1997 - March 1999
Union Pacific Technologies June 1994 - November 1997
Union Pacific Corporation/Union Pacific Realty May 1988 - May 1994
Skills
Accounting, Internal Controls, Financial Reporting, General Ledger, Account Reconciliation, ERP, Variance Analysis, Payroll
Education
The University of Kansas 1986 — 1988
KS, Accounting, Business Administration
MEMC Electronic Materials 2011 - 2012
Novus 2009 - 2010
Jefferson Wells March 1999 - February 2009
P.B. Herndon/Allied Signal November 1997 - March 1999
Union Pacific Technologies June 1994 - November 1997
Union Pacific Corporation/Union Pacific Realty May 1988 - May 1994
Skills
Accounting, Internal Controls, Financial Reporting, General Ledger, Account Reconciliation, ERP, Variance Analysis, Payroll
Education
The University of Kansas 1986 — 1988
KS, Accounting, Business Administration
Gale Cogswell's Jefferson Wells Experience April 2007 - May 2008
Job Major Account Executive
Industry Financial Services
Experience
Fiserv July 2009 - Present
United Way of Greater Milwaukee May 2008 - March 2009
Jefferson Wells April 2007 - May 2008
Metavante December 1983 - November 2006
Skills
Account Management, Customer Relations, Salesforce.com, Team Leadership, Sales Operations, Sales Process, Process Improvement, Fundraising, Contract Negotiation, Strategic Planning, Sales Support, Team Building, Coaching, Negotiation, Problem Solving, Selling, Customer Service, Planning, Consultative Selling, Mentoring, Enterprise Software, Vendor Management, Sales Management, New Business Development, Business Process..., Sales, Solution Selling, Forecasting, Product Management, Financial Services, Business Analysis, Management, Marketing, Customer Satisfaction, Product Marketing, Budgets, Integration, Business Development, Cross-functional Team..., Project Management, Direct Sales
Education
The College of New Jersey 1972 — 1976
BS, Criminal Justice
New Brunswick High School 1969 — 1972
Fiserv July 2009 - Present
United Way of Greater Milwaukee May 2008 - March 2009
Jefferson Wells April 2007 - May 2008
Metavante December 1983 - November 2006
Skills
Account Management, Customer Relations, Salesforce.com, Team Leadership, Sales Operations, Sales Process, Process Improvement, Fundraising, Contract Negotiation, Strategic Planning, Sales Support, Team Building, Coaching, Negotiation, Problem Solving, Selling, Customer Service, Planning, Consultative Selling, Mentoring, Enterprise Software, Vendor Management, Sales Management, New Business Development, Business Process..., Sales, Solution Selling, Forecasting, Product Management, Financial Services, Business Analysis, Management, Marketing, Customer Satisfaction, Product Marketing, Budgets, Integration, Business Development, Cross-functional Team..., Project Management, Direct Sales
Education
The College of New Jersey 1972 — 1976
BS, Criminal Justice
New Brunswick High School 1969 — 1972
John French John French's Jefferson Wells Experience April 2008 - August 2009
Job Director Internal Audit and Chief Audit Executive at SpiritAero Systems
Industry Aviation & Aerospace
Experience
SpiritAero Systems August 2009 - Present
Jefferson Wells April 2008 - August 2009
Fender Musical Instruments January 2008 - April 2008
Avondale Auto Group October 2006 - November 2007
AutoNation October 2004 - August 2006
AutoNation January 2001 - October 2004
PetSmart September 2000 - February 2001
PetSmart November 1999 - August 2000
Nissan North America September 1995 - November 1999
Douglas Aircraft Company April 1991 - September 1995
Skills
Contract Negotiation, Mergers, Change Management, ERP, Restructuring, SEC Reporting, Enterprise Risk..., Acquisitions, Financial Reporting, Strategic Financial..., Financial Analysis, Internal Audit, Financial Audits, Talent Management, Financial Structuring, Financial Accounting, Cost Accounting, Forensic Accounting, Debt Restructuring, Manufacturing, Sales Process, Sales Compensation, Marketing Strategy, Market Analysis, Mergers & Acquisitions, Business Process..., SEC filings, Managerial Finance, Business Strategy, Leadership, Accounting, Finance, Management, Forecasting, Sarbanes-Oxley Act, Auditing, Due Diligence, Executive Management, Business Process, Sarbanes-Oxley, US GAAP, Internal Controls, Business Planning, Analysis, Hyperion Enterprise, Strategic Planning, Variance Analysis, Process Improvement, Financial Modeling, Consolidation
Education
The University of Texas at Austin 1976 — 1979
BBA, Accounting/Finance
United States Air Force Academy 1974 — 1976
Clairemont
SpiritAero Systems August 2009 - Present
Jefferson Wells April 2008 - August 2009
Fender Musical Instruments January 2008 - April 2008
Avondale Auto Group October 2006 - November 2007
AutoNation October 2004 - August 2006
AutoNation January 2001 - October 2004
PetSmart September 2000 - February 2001
PetSmart November 1999 - August 2000
Nissan North America September 1995 - November 1999
Douglas Aircraft Company April 1991 - September 1995
Skills
Contract Negotiation, Mergers, Change Management, ERP, Restructuring, SEC Reporting, Enterprise Risk..., Acquisitions, Financial Reporting, Strategic Financial..., Financial Analysis, Internal Audit, Financial Audits, Talent Management, Financial Structuring, Financial Accounting, Cost Accounting, Forensic Accounting, Debt Restructuring, Manufacturing, Sales Process, Sales Compensation, Marketing Strategy, Market Analysis, Mergers & Acquisitions, Business Process..., SEC filings, Managerial Finance, Business Strategy, Leadership, Accounting, Finance, Management, Forecasting, Sarbanes-Oxley Act, Auditing, Due Diligence, Executive Management, Business Process, Sarbanes-Oxley, US GAAP, Internal Controls, Business Planning, Analysis, Hyperion Enterprise, Strategic Planning, Variance Analysis, Process Improvement, Financial Modeling, Consolidation
Education
The University of Texas at Austin 1976 — 1979
BBA, Accounting/Finance
United States Air Force Academy 1974 — 1976
Clairemont
Scott Cupp Scott Cupp's Jefferson Wells Experience Audit SupervisorZachry ConstructionOctober 2001 - March 2004
Job Audit Professional at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells Audit SupervisorZachry ConstructionOctober 2001 - March 2004
Montgomery Ward June 1977 - March 2001
Education
The University of Texas at Austin 1970 — 1976
Jefferson Wells Audit SupervisorZachry ConstructionOctober 2001 - March 2004
Montgomery Ward June 1977 - March 2001
Education
The University of Texas at Austin 1970 — 1976
Scott Hay Scott Hay's Jefferson Wells Experience January 2005 - November 2005
Job Recruiting firm specializing in Healthcare
Industry Hospital & Health Care
Experience
Healthcare Recruiting Resources May 2005 - Present
American Surgical Professionals February 2015 - August 2015
Kindred Healthcare June 2012 - December 2014
Kindred Healthcare February 2008 - June 2012
Lengston Staffing (Healthcare Services) January 2007 - February 2008
Houston Town & Country Hospital September 2006 - January 2007
Hanak Medical November 2005 - May 2006
Jefferson Wells January 2005 - November 2005
THE METHODIST HOSPITAL August 2002 - January 2005
DANIEL-HAY Enterprises, Inc January 1994 - January 2001
Skills
Benefits Negotiation, Consulting, Team Building, Talent Acquisition, Healthcare, Internal Controls, Applicant Tracking..., Employee Relations, Talent Management, Recruiting, Interviews, Temporary Placement, Management, Employee Benefits, Internet Recruiting, Human Resources, Hospitals, Cold Calling, Leadership, College Recruiting, Screening, Onboarding, Job Fairs, Sourcing, Permanent Placement
Education
Texas A&M University 1984 — 1987
BBA, Finance
J. Frank Dobie
Healthcare Recruiting Resources May 2005 - Present
American Surgical Professionals February 2015 - August 2015
Kindred Healthcare June 2012 - December 2014
Kindred Healthcare February 2008 - June 2012
Lengston Staffing (Healthcare Services) January 2007 - February 2008
Houston Town & Country Hospital September 2006 - January 2007
Hanak Medical November 2005 - May 2006
Jefferson Wells January 2005 - November 2005
THE METHODIST HOSPITAL August 2002 - January 2005
DANIEL-HAY Enterprises, Inc January 1994 - January 2001
Skills
Benefits Negotiation, Consulting, Team Building, Talent Acquisition, Healthcare, Internal Controls, Applicant Tracking..., Employee Relations, Talent Management, Recruiting, Interviews, Temporary Placement, Management, Employee Benefits, Internet Recruiting, Human Resources, Hospitals, Cold Calling, Leadership, College Recruiting, Screening, Onboarding, Job Fairs, Sourcing, Permanent Placement
Education
Texas A&M University 1984 — 1987
BBA, Finance
J. Frank Dobie
Gail Robyn Hodes Gail Robyn Hodes's Jefferson Wells Experience October 2005 - July 2007
Job Senior Compliance Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale September 2014 - Present
Compliance Consulting October 2008 - August 2014
Paloma Partners January 2007 - September 2008
Jefferson Wells October 2005 - July 2007
DKR Capital July 2004 - September 2005
Deutsche Bank January 2003 - January 2004
GE November 1995 - September 2001
Skills
Compliance Testing, AML, Securities, OFAC, Hedge Funds, KYC, FINRA, Risk Management, USA PATRIOT Act, Equities, Fixed Income, Asset Managment, Mutual Funds, Financial Risk, Due Diligence, SEC, Operational Risk, Investments, Series 7, Derivatives, Bank Secrecy Act, Portfolio Management, Trading, Options, Bloomberg, Investment Advisory, Investment Management, Banking, Asset Management, Anti Money Laundering, Capital Markets, Financial Services, Bonds
Education
University of Bridgeport 1997 — 1998
MBA, Business Administration
University of Connecticut 1985 — 1990
BS, Business
City National Rochdale September 2014 - Present
Compliance Consulting October 2008 - August 2014
Paloma Partners January 2007 - September 2008
Jefferson Wells October 2005 - July 2007
DKR Capital July 2004 - September 2005
Deutsche Bank January 2003 - January 2004
GE November 1995 - September 2001
Skills
Compliance Testing, AML, Securities, OFAC, Hedge Funds, KYC, FINRA, Risk Management, USA PATRIOT Act, Equities, Fixed Income, Asset Managment, Mutual Funds, Financial Risk, Due Diligence, SEC, Operational Risk, Investments, Series 7, Derivatives, Bank Secrecy Act, Portfolio Management, Trading, Options, Bloomberg, Investment Advisory, Investment Management, Banking, Asset Management, Anti Money Laundering, Capital Markets, Financial Services, Bonds
Education
University of Bridgeport 1997 — 1998
MBA, Business Administration
University of Connecticut 1985 — 1990
BS, Business
Craig Moffitt Craig Moffitt's Jefferson Wells Experience January 2009 - October 2011
Job Certified Public Accountant
Industry Accounting
Experience
Arizona Culinary Institute August 2015 - Present
Matrixx Management, LLC October 2013 - August 2015
Diversified Human Resources June 2013 - September 2013
Colony American Homes January 2013 - July 2013
FTI Consulting October 2011 - December 2012
Jefferson Wells January 2009 - October 2011
Diversified Partners Development Company/CTW Retail Partners June 2007 - September 2008
Davis,Morgan & Cardwell/Craig Moffitt, CPA, PLLC September 2003 - June 2007
Wilkinson Floor Covering, Inc. June 2002 - September 2003
CM Consulting October 2001 - June 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Managerial Finance, Finance, Auditing, Process Improvement, CPA, Internal Controls, Internal Audit, Mergers, GAAP, Corporate Finance, Accounts Receivable, Due Diligence, Financial Statements, Start-ups, Tax, Strategic Planning
Education
University of Arizona 1984 — 1986
BSBA, Accounting
Arizona Culinary Institute August 2015 - Present
Matrixx Management, LLC October 2013 - August 2015
Diversified Human Resources June 2013 - September 2013
Colony American Homes January 2013 - July 2013
FTI Consulting October 2011 - December 2012
Jefferson Wells January 2009 - October 2011
Diversified Partners Development Company/CTW Retail Partners June 2007 - September 2008
Davis,Morgan & Cardwell/Craig Moffitt, CPA, PLLC September 2003 - June 2007
Wilkinson Floor Covering, Inc. June 2002 - September 2003
CM Consulting October 2001 - June 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Managerial Finance, Finance, Auditing, Process Improvement, CPA, Internal Controls, Internal Audit, Mergers, GAAP, Corporate Finance, Accounts Receivable, Due Diligence, Financial Statements, Start-ups, Tax, Strategic Planning
Education
University of Arizona 1984 — 1986
BSBA, Accounting
Shane Mettille's Jefferson Wells Experience January 2010 - September 2011
Job Talent Acquisition at Slalom Consulting
Industry Management Consulting
Experience
Slalom Consulting July 2014 - Present
Boost Recruiting October 2011 - June 2014
Jefferson Wells January 2010 - September 2011
Logic20/20, Inc. November 2007 - February 2009
WORLD TREK September 2006 - October 2007
Robert Half Finance & Accounting November 2001 - August 2006
Skills
Retained Search, Permanent Placement, Talent Acquisition, Contingent Search, Executive Search, Recruiting
Education
University of Alaska Anchorage
Slalom Consulting July 2014 - Present
Boost Recruiting October 2011 - June 2014
Jefferson Wells January 2010 - September 2011
Logic20/20, Inc. November 2007 - February 2009
WORLD TREK September 2006 - October 2007
Robert Half Finance & Accounting November 2001 - August 2006
Skills
Retained Search, Permanent Placement, Talent Acquisition, Contingent Search, Executive Search, Recruiting
Education
University of Alaska Anchorage
Tim Eng Tim Eng's Jefferson Wells Experience December 2002 - March 2005
Job Managing Consultant at RGP
Industry Management Consulting
Experience
RGP September 2013 - Present
Pinnacle Bay, LLC March 2005 - September 2013
Treliant Risk Advisors June 2011 - August 2013
Valley Baptist Health System May 2006 - August 2011
Jefferson Wells December 2002 - March 2005
KPMG September 1998 - December 2002
Skills
Compliance, Revenue Cycle, Process Improvement, Healthcare, Internal Controls, Risk Management, Healthcare Information..., Management, Business Development, Contract Negotiation, Accounting, Due Diligence, Strategic Planning, Executive Management, New Business Development, Financial Analysis, Finance, Healthcare Industry, Internal Audit
Education
Texas A&M University
BBA, Accounting
University of St. Thomas
MBA
RGP September 2013 - Present
Pinnacle Bay, LLC March 2005 - September 2013
Treliant Risk Advisors June 2011 - August 2013
Valley Baptist Health System May 2006 - August 2011
Jefferson Wells December 2002 - March 2005
KPMG September 1998 - December 2002
Skills
Compliance, Revenue Cycle, Process Improvement, Healthcare, Internal Controls, Risk Management, Healthcare Information..., Management, Business Development, Contract Negotiation, Accounting, Due Diligence, Strategic Planning, Executive Management, New Business Development, Financial Analysis, Finance, Healthcare Industry, Internal Audit
Education
Texas A&M University
BBA, Accounting
University of St. Thomas
MBA
Joel Desmarais, CIA, PMP®'s Jefferson Wells Experience March 2002 - October 2005
Job Project Management Consultant | Process Analysis & Improvement Specialist | ERP/BI Systems Implementations
Industry Management Consulting
Experience
Sirius Solutions LLP July 2006 - Present
The Volpe Consortium September 2011 - August 2012
Stout Causey Consulting October 2005 - March 2006
Jefferson Wells March 2002 - October 2005
Skills
Business Analysis, Change Management, Management Consulting, Internal Audit, Internal Controls, Business Intelligence, Project Management, Business Process..., Compliance, Analytical Skills, Critical Thinking, Decision Making, Accounting, ERP Implementation, Oracle E-Business Suite, Benchmarking, Best Practices, Problem Solving, SOX Compliancy, Turnaround Specialist, PMO, Sarbanes-Oxley Act, Business Process..., ERP, Consulting, Leadership, Software Documentation, Process Improvement
Education
The University of Texas at Austin 1984 — 1987
BBA, Engineering/Industrial Management
Sirius Solutions LLP July 2006 - Present
The Volpe Consortium September 2011 - August 2012
Stout Causey Consulting October 2005 - March 2006
Jefferson Wells March 2002 - October 2005
Skills
Business Analysis, Change Management, Management Consulting, Internal Audit, Internal Controls, Business Intelligence, Project Management, Business Process..., Compliance, Analytical Skills, Critical Thinking, Decision Making, Accounting, ERP Implementation, Oracle E-Business Suite, Benchmarking, Best Practices, Problem Solving, SOX Compliancy, Turnaround Specialist, PMO, Sarbanes-Oxley Act, Business Process..., ERP, Consulting, Leadership, Software Documentation, Process Improvement
Education
The University of Texas at Austin 1984 — 1987
BBA, Engineering/Industrial Management
Bob Bintliff Bob Bintliff's Jefferson Wells Experience 2008 - October 2010
Job CFO at XOG Operating
Industry Oil & Energy
Experience
XOG Operating March 2013 - Present
vcfo August 2011 - March 2013
Jefferson Wells 2008 - October 2010
Access Plans USA 2004 - 2008
Numerous Companies 1995 - 2004
PricewaterhouseCoopers 1985 - 1995
InterFirst Corp. 1981 - 1985
KPMG 1976 - 1978
Skills
Business Planning, Strategic Financial..., Business Process..., Oil & Gas Accounting, Healthcare Industry, Financial Analysis, Sarbanes-Oxley Act, Mergers, Recruiting, Accounting, Financial Reporting, Executive Management, SEC filings, Finance, Internal Controls, Cash Management, Due Diligence
Education
Texas Christian University - M.J. Neeley School of Business 1971 — 1975
BBA, Accounting
XOG Operating March 2013 - Present
vcfo August 2011 - March 2013
Jefferson Wells 2008 - October 2010
Access Plans USA 2004 - 2008
Numerous Companies 1995 - 2004
PricewaterhouseCoopers 1985 - 1995
InterFirst Corp. 1981 - 1985
KPMG 1976 - 1978
Skills
Business Planning, Strategic Financial..., Business Process..., Oil & Gas Accounting, Healthcare Industry, Financial Analysis, Sarbanes-Oxley Act, Mergers, Recruiting, Accounting, Financial Reporting, Executive Management, SEC filings, Finance, Internal Controls, Cash Management, Due Diligence
Education
Texas Christian University - M.J. Neeley School of Business 1971 — 1975
BBA, Accounting
Alice Ann Marshall Alice Ann Marshall's Jefferson Wells Experience October 2002 - September 2003
Job Manager Governance & Compliance at Statoil
Industry Oil & Energy
Experience
Statoil North America October 2006 - Present
The Houston Exploration Company September 2003 - October 2006
Jefferson Wells October 2002 - September 2003
iExalt May 2000 - September 2002
Quintana Petroleum Corporation June 1980 - May 2000
Skills
Accounting, Accounts Receivable, Internal Controls, Energy, Financial Accounting, Natural Gas, Financial Reporting, Managerial Finance, Leadership, Gas, Mergers & Acquisitions, Sarbanes-Oxley Act, Enterprise Risk..., Petroleum, Auditing, Oil/Gas, Microsoft Excel, Energy Industry, General Ledger, Financial Modeling, Financial Analysis, SEC filings, IFRS, Risk Assessment, Project Management, SAP, GAAP, Financial Audits, Upstream, Risk Management, Forecasting, Account Reconciliation, Contract Management, Strategic Planning, Cash Flow, Variance Analysis, Budgets, Process Improvement, Strategic Financial..., Business Process..., Hyperion Enterprise, Accounts Payable, Consolidation, Due Diligence, Corporate Finance, Internal Audit, Project Planning, Analysis, Finance, US GAAP
Education
University of Houston
Accounting, Accounting
Statoil North America October 2006 - Present
The Houston Exploration Company September 2003 - October 2006
Jefferson Wells October 2002 - September 2003
iExalt May 2000 - September 2002
Quintana Petroleum Corporation June 1980 - May 2000
Skills
Accounting, Accounts Receivable, Internal Controls, Energy, Financial Accounting, Natural Gas, Financial Reporting, Managerial Finance, Leadership, Gas, Mergers & Acquisitions, Sarbanes-Oxley Act, Enterprise Risk..., Petroleum, Auditing, Oil/Gas, Microsoft Excel, Energy Industry, General Ledger, Financial Modeling, Financial Analysis, SEC filings, IFRS, Risk Assessment, Project Management, SAP, GAAP, Financial Audits, Upstream, Risk Management, Forecasting, Account Reconciliation, Contract Management, Strategic Planning, Cash Flow, Variance Analysis, Budgets, Process Improvement, Strategic Financial..., Business Process..., Hyperion Enterprise, Accounts Payable, Consolidation, Due Diligence, Corporate Finance, Internal Audit, Project Planning, Analysis, Finance, US GAAP
Education
University of Houston
Accounting, Accounting
Niran Joshi Niran Joshi's Jefferson Wells Experience 2003 - 2005
Job Associate Director Internal Audit UC Irvine
Industry Accounting
Experience
UC Irvine June 2014 - Present
Cedars-Sinai Medical Center May 2012 - May 2014
Everest CPA Advisors July 2011 - May 2012
Masimo Corporation 2007 - June 2011
Gateway 2007 - 2007
Jazz Semiconductor 2005 - 2007
Jefferson Wells 2003 - 2005
KPMG & Healthcare entities - Includes Memorial Health, Cedars, St. Joseph, Tenet & CHW 1993 - 2002
Skills
Healthcare, Technology, Semiconductors, Manufacturing, Big 4, Change Management, SAP, Oracle Applications, JD Edwards, PeopleSoft, Microsoft Office, Government, Financial Advisory, Account Management, Team Mate, ACL, Analysis, COSO, Assurance, Fraud, Governance
Education
Tribhuvan Vishwavidalaya 1976 — 1979
St. Xavier
UC Irvine June 2014 - Present
Cedars-Sinai Medical Center May 2012 - May 2014
Everest CPA Advisors July 2011 - May 2012
Masimo Corporation 2007 - June 2011
Gateway 2007 - 2007
Jazz Semiconductor 2005 - 2007
Jefferson Wells 2003 - 2005
KPMG & Healthcare entities - Includes Memorial Health, Cedars, St. Joseph, Tenet & CHW 1993 - 2002
Skills
Healthcare, Technology, Semiconductors, Manufacturing, Big 4, Change Management, SAP, Oracle Applications, JD Edwards, PeopleSoft, Microsoft Office, Government, Financial Advisory, Account Management, Team Mate, ACL, Analysis, COSO, Assurance, Fraud, Governance
Education
Tribhuvan Vishwavidalaya 1976 — 1979
St. Xavier
Samuel Marsh, Jr., CPA, MPA Samuel Marsh, Jr., CPA, MPA's Jefferson Wells Experience April 2004 - July 2007
Job External Reporting Manager at AT&T
Industry Accounting
Experience
AT&T September 2009 - Present
SEC Professionals Group March 2014 - Present
AT&T November 2012 - Present
SEC Professionals Group March 2013 - March 2014
AT&T September 2009 - October 2012
Samuel Marsh, Jr., CPA February 2009 - September 2009
Tarragon Corporation August 2007 - January 2009
Jefferson Wells April 2004 - July 2007
Samuel Marsh, Jr., CPA January 2003 - May 2005
Broadlane, Inc. October 2001 - August 2002
Skills
other common accounting..., Internal Controls, Internal Audit, SEC filings, Accounting, Financial Reporting, Accounting Research, Sarbanes-Oxley Act, XBRL, Clarity, Auditing, GAAP, IBM Cognos FSR and XBRL..., Checkpoint, EDGARizer, EDGARizerX, Due Diligence, Finance, Financial Audits, Financial Statements, SEC Filings, General Ledger, Financial Analysis, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1995
MPA (Master in Professional Accounting), BBA, Audit and Financial Reporting; Accounting
Center for Professional Education, Inc.
SEC reporting refresher - 2011
EDGARfilings.com (now part of Thomson Reuters)
EDGARizer basics (end user--EDGAR planning and conversion) - 2008
EDGARfilings.com (now part of Thomson Reuters)
EDGARizerX basics (end user--XBRL planning and conversion) - 2009
IBM - Clarity
IBM Cognos FSR and XBRL - 2011
SEC Institute
SEC reporting refresher - 2008
AT&T September 2009 - Present
SEC Professionals Group March 2014 - Present
AT&T November 2012 - Present
SEC Professionals Group March 2013 - March 2014
AT&T September 2009 - October 2012
Samuel Marsh, Jr., CPA February 2009 - September 2009
Tarragon Corporation August 2007 - January 2009
Jefferson Wells April 2004 - July 2007
Samuel Marsh, Jr., CPA January 2003 - May 2005
Broadlane, Inc. October 2001 - August 2002
Skills
other common accounting..., Internal Controls, Internal Audit, SEC filings, Accounting, Financial Reporting, Accounting Research, Sarbanes-Oxley Act, XBRL, Clarity, Auditing, GAAP, IBM Cognos FSR and XBRL..., Checkpoint, EDGARizer, EDGARizerX, Due Diligence, Finance, Financial Audits, Financial Statements, SEC Filings, General Ledger, Financial Analysis, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1995
MPA (Master in Professional Accounting), BBA, Audit and Financial Reporting; Accounting
Center for Professional Education, Inc.
SEC reporting refresher - 2011
EDGARfilings.com (now part of Thomson Reuters)
EDGARizer basics (end user--EDGAR planning and conversion) - 2008
EDGARfilings.com (now part of Thomson Reuters)
EDGARizerX basics (end user--XBRL planning and conversion) - 2009
IBM - Clarity
IBM Cognos FSR and XBRL - 2011
SEC Institute
SEC reporting refresher - 2008
Scott Robinson, CPA/MBA's Jefferson Wells Experience 2003 - 2004
Job
Industry Consumer Goods
Experience
Lear Capital December 2012 - Present
Vaco Resources January 2010 - December 2012
Jakks Pacific May 2004 - November 2009
Jefferson Wells 2003 - 2004
CareerPath.com 1997 - 2002
Walt Disney Internet Group 1995 - 1997
Deloitte 1978 - 1983
Skills
Financial Reporting, SOX, Accounting, Budgeting, Financial Accounting, Management Consulting, Auditing, Consumer Products, Mergers, SEC reporting, Start-ups, Internal Audit
Education
University of California, Berkeley, Haas School of Business
MBA
University of Southern California - Marshall School of Business
BS, Accounting
Lear Capital December 2012 - Present
Vaco Resources January 2010 - December 2012
Jakks Pacific May 2004 - November 2009
Jefferson Wells 2003 - 2004
CareerPath.com 1997 - 2002
Walt Disney Internet Group 1995 - 1997
Deloitte 1978 - 1983
Skills
Financial Reporting, SOX, Accounting, Budgeting, Financial Accounting, Management Consulting, Auditing, Consumer Products, Mergers, SEC reporting, Start-ups, Internal Audit
Education
University of California, Berkeley, Haas School of Business
MBA
University of Southern California - Marshall School of Business
BS, Accounting
Brad Hilliard Brad Hilliard's Jefferson Wells Experience March 2011 - April 2012
Job Audit Manager
Industry Accounting
Experience
Pinpoint powered by Transparent - Transparent USA, LLC November 2014 - Present
FIS July 2011 - October 2014
Jefferson Wells March 2011 - April 2012
Integrated Resources Group, Inc. September 2010 - January 2011
TABcom LLC July 2008 - June 2010
Protivitib July 2006 - June 2008
Protiviti December 2003 - June 2006
T/R Systems May 2002 - December 2003
SynQuest June 1998 - October 2001
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Sarbanes-Oxley, SEC filings, Management, Software Documentation, Project Planning, Mergers, Analysis, Consolidation, Fixed Assets, Financial Statements, Enterprise Risk..., Risk Assessment, Financial Analysis, Business Process..., Time Management, Management Consulting, US GAAP, Risk Management, GAAP, Financial Accounting, Due Diligence, CPA, IPO, Financial Risk, Financial Audits, SAS70, External Audit, Auditing, Finance, Forecasting, Internal Audit, Statutory Accounting
Education
Riverwood High School
Economics
University of Alabama
BS in Commerce and Business Administration, Accounting
Pinpoint powered by Transparent - Transparent USA, LLC November 2014 - Present
FIS July 2011 - October 2014
Jefferson Wells March 2011 - April 2012
Integrated Resources Group, Inc. September 2010 - January 2011
TABcom LLC July 2008 - June 2010
Protivitib July 2006 - June 2008
Protiviti December 2003 - June 2006
T/R Systems May 2002 - December 2003
SynQuest June 1998 - October 2001
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Sarbanes-Oxley, SEC filings, Management, Software Documentation, Project Planning, Mergers, Analysis, Consolidation, Fixed Assets, Financial Statements, Enterprise Risk..., Risk Assessment, Financial Analysis, Business Process..., Time Management, Management Consulting, US GAAP, Risk Management, GAAP, Financial Accounting, Due Diligence, CPA, IPO, Financial Risk, Financial Audits, SAS70, External Audit, Auditing, Finance, Forecasting, Internal Audit, Statutory Accounting
Education
Riverwood High School
Economics
University of Alabama
BS in Commerce and Business Administration, Accounting
Angel Dominguez Angel Dominguez's Jefferson Wells Experience July 2004 - September 2006
Job In Montana
Industry Leisure, Travel & Tourism
Experience
Monterey Santa Cruz Vacation Rentals, Inc. January 2012 - January 2013
REFU Solar Electronics, Inc. May 2011 - June 2011
Hewlett-Packard October 2006 - May 2010
Jefferson Wells July 2004 - September 2006
Sun Microsystems 2000 - 2004
EDS 1999 - 2000
Oracle 1998 - 1999
Tandem 1993 - 1998
Skills
Consultative Selling, Contract Negotiations, Competitive Analysis, New Business Development, Customer Relations, Selling, Marketing, Customer Service, Business Development, Enterprise Software, Leadership, SaaS, Management, Product Management, Start-ups, Solution Selling, Data Center, CRM, Contract Negotiation, Finance, Sales Operations, Professional Services, Social Media, Sales, Business Alliances, Sales Management, Pricing, Marketing Strategy, Product Marketing, Strategy, Salesforce.com, Direct Sales, Sales Process, Cross-functional Team..., Integration, Networking, Strategic Partnerships, Entrepreneurship, SEO, Team Building
Education
University of California, Los Angeles 1980 — 1982
M.S.
University of Illinois at Urbana-Champaign 1973 — 1978
B.S.
University of Illinois at Urbana-Champaign 1973 — 1978
B.S.
Monterey Santa Cruz Vacation Rentals, Inc. January 2012 - January 2013
REFU Solar Electronics, Inc. May 2011 - June 2011
Hewlett-Packard October 2006 - May 2010
Jefferson Wells July 2004 - September 2006
Sun Microsystems 2000 - 2004
EDS 1999 - 2000
Oracle 1998 - 1999
Tandem 1993 - 1998
Skills
Consultative Selling, Contract Negotiations, Competitive Analysis, New Business Development, Customer Relations, Selling, Marketing, Customer Service, Business Development, Enterprise Software, Leadership, SaaS, Management, Product Management, Start-ups, Solution Selling, Data Center, CRM, Contract Negotiation, Finance, Sales Operations, Professional Services, Social Media, Sales, Business Alliances, Sales Management, Pricing, Marketing Strategy, Product Marketing, Strategy, Salesforce.com, Direct Sales, Sales Process, Cross-functional Team..., Integration, Networking, Strategic Partnerships, Entrepreneurship, SEO, Team Building
Education
University of California, Los Angeles 1980 — 1982
M.S.
University of Illinois at Urbana-Champaign 1973 — 1978
B.S.
University of Illinois at Urbana-Champaign 1973 — 1978
B.S.
Bruce Toplek CIA CPA Bruce Toplek CIA CPA's Jefferson Wells Experience January 1999 - June 2004
Job Audit Professional
Industry Accounting
Experience
Agency of the Federal Government June 2010 - Present
Independent Consultant January 2010 - June 2010
NTTA - North Texas Tollway Authority July 2008 - April 2009
Affiliated Computer Services June 2004 - July 2008
Jefferson Wells January 1999 - June 2004
TIG Insurance December 1997 - December 1998
Unocal November 1996 - December 1997
Maxus Energy Corp April 1978 - August 1996
Diamond Shamrock Corporation 1978 - 1988
Skills
Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Analysis, Management, IT Audit, CPA, Accounting, Project Management, Sarbanes-Oxley, Consulting, Audit Reports, Enterprise Risk..., Budgets
Education
University of Dayton
BS, Accounting
University of South Alabama
MBA, General Business
Agency of the Federal Government June 2010 - Present
Independent Consultant January 2010 - June 2010
NTTA - North Texas Tollway Authority July 2008 - April 2009
Affiliated Computer Services June 2004 - July 2008
Jefferson Wells January 1999 - June 2004
TIG Insurance December 1997 - December 1998
Unocal November 1996 - December 1997
Maxus Energy Corp April 1978 - August 1996
Diamond Shamrock Corporation 1978 - 1988
Skills
Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley Act, Analysis, Management, IT Audit, CPA, Accounting, Project Management, Sarbanes-Oxley, Consulting, Audit Reports, Enterprise Risk..., Budgets
Education
University of Dayton
BS, Accounting
University of South Alabama
MBA, General Business
Philip Mason Philip Mason's Jefferson Wells Experience June 2003 - April 2005
Job Associate Director Fund Operations & Compliance at AIG
Industry Investment Management
Experience
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
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
Robert Gooden, CISA Robert Gooden, CISA's Jefferson Wells Experience June 2010 - April 2011
Job Senior IT Audit Consultant / Business Analyst at R.L.Gooden, Services
Industry Management Consulting
Experience
R.L. Gooden, Services June 2012 - Present
AARP June 2010 - June 2012
Jefferson Wells June 2010 - April 2011
WeeGrow Christian Academy 2007 - 2011
Dentsply International, Inc. October 2004 - May 2009
R. L. Gooden, Services November 2000 - October 2004
FirstMerit Bank November 1998 - November 2000
ROADWAY SERVICES, INC. May 1989 - April 1995
Roadway Express 1989 - 1995
Leaseway Transportation Corporation June 1986 - May 1989
Skills
Sarbanes-Oxley Act, Internal Audit, ERP, Sarbanes-Oxley, CISA, Auditing, IT Audit, Risk Assessment, Disaster Recovery, Internal Controls, Project Management, Accounting, Information Technology, Software Documentation, Security, Financial Audits, Analysis, Management, Leadership, Program Management, Management Consulting, Finance, Governance, Business Process..., Business Analysis, Strategy, Business Process, Risk Management, Process Improvement, Project Planning, Training, Security Audits, CRM, Enterprise Risk..., PeopleSoft, IT Management, COSO, Databases, Information Security, SAS70, Business Continuity
Education
New School University 1979 — 1981
Masters
The New School
BA
The University of Akron
AAS
Glenwood HS 1963 — 1965
R.L. Gooden, Services June 2012 - Present
AARP June 2010 - June 2012
Jefferson Wells June 2010 - April 2011
WeeGrow Christian Academy 2007 - 2011
Dentsply International, Inc. October 2004 - May 2009
R. L. Gooden, Services November 2000 - October 2004
FirstMerit Bank November 1998 - November 2000
ROADWAY SERVICES, INC. May 1989 - April 1995
Roadway Express 1989 - 1995
Leaseway Transportation Corporation June 1986 - May 1989
Skills
Sarbanes-Oxley Act, Internal Audit, ERP, Sarbanes-Oxley, CISA, Auditing, IT Audit, Risk Assessment, Disaster Recovery, Internal Controls, Project Management, Accounting, Information Technology, Software Documentation, Security, Financial Audits, Analysis, Management, Leadership, Program Management, Management Consulting, Finance, Governance, Business Process..., Business Analysis, Strategy, Business Process, Risk Management, Process Improvement, Project Planning, Training, Security Audits, CRM, Enterprise Risk..., PeopleSoft, IT Management, COSO, Databases, Information Security, SAS70, Business Continuity
Education
New School University 1979 — 1981
Masters
The New School
BA
The University of Akron
AAS
Glenwood HS 1963 — 1965
Bill Brandes's Jefferson Wells Experience 1998 - 2002
Job Agency Owner, Allstate Insurance
Industry Insurance
Experience
Allstate Insurance February 2002 - Present
Jefferson Wells 1998 - 2002
Fleet Capital 1996 - 1998
Bass Enterprises 1994 - 1996
Ernst & Young 1990 - 1994
Skills
Insurance, Risk Management, Credit, Banking, Leadership
Education
The University of Texas at Austin 1986 — 1990
BBA, Finance & Accounting
Allstate Insurance February 2002 - Present
Jefferson Wells 1998 - 2002
Fleet Capital 1996 - 1998
Bass Enterprises 1994 - 1996
Ernst & Young 1990 - 1994
Skills
Insurance, Risk Management, Credit, Banking, Leadership
Education
The University of Texas at Austin 1986 — 1990
BBA, Finance & Accounting
Tony Ramos, CPA's Jefferson Wells Experience August 2004 - November 2007
Job Independent CPA
Industry Management Consulting
Experience
Tony Ramos, CPA November 2007 - Present
Jefferson Wells August 2004 - November 2007
PricewaterhouseCoopers January 2000 - August 2004
Allright Parking Corporation October 1998 - January 2000
Hines Real Estate January 1997 - October 1998
Skills
CPA, Tax Returns, Corporate Tax, Income Tax, Accounting, Tax, Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Enterprise Risk..., Financial Reporting, Finance, Financial Accounting, SEC filings, US GAAP, External Audit, Small Business, Consolidation, Accounting System, Business Process Design, Tax Preparation, Managerial Finance, Financial Audits, Cash Flow, Leadership, Tax Accounting, Financial Analysis, Forensic Accounting, Tax Advisory, Hyperion Enterprise, Financial Modeling, Fixed Assets, SOX 404, International Tax, Financial Statements, Big 4, IFRS, Restructuring, Accounts Payable, SAP, Strategic Financial..., Revenue Recognition, Tax Research, Account Reconciliation, Mergers & Acquisitions, Corporate Governance, Management, Risk Assessment
Education
University of Houston 1992 — 1996
BBA, Accounting
United High School - Laredo
High School Diploma
Tony Ramos, CPA November 2007 - Present
Jefferson Wells August 2004 - November 2007
PricewaterhouseCoopers January 2000 - August 2004
Allright Parking Corporation October 1998 - January 2000
Hines Real Estate January 1997 - October 1998
Skills
CPA, Tax Returns, Corporate Tax, Income Tax, Accounting, Tax, Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Enterprise Risk..., Financial Reporting, Finance, Financial Accounting, SEC filings, US GAAP, External Audit, Small Business, Consolidation, Accounting System, Business Process Design, Tax Preparation, Managerial Finance, Financial Audits, Cash Flow, Leadership, Tax Accounting, Financial Analysis, Forensic Accounting, Tax Advisory, Hyperion Enterprise, Financial Modeling, Fixed Assets, SOX 404, International Tax, Financial Statements, Big 4, IFRS, Restructuring, Accounts Payable, SAP, Strategic Financial..., Revenue Recognition, Tax Research, Account Reconciliation, Mergers & Acquisitions, Corporate Governance, Management, Risk Assessment
Education
University of Houston 1992 — 1996
BBA, Accounting
United High School - Laredo
High School Diploma
Karyn Hennessy, SPHR's Jefferson Wells Experience July 2006 - May 2007
Job Experienced Global HR Professional
Industry Human Resources
Experience
CB&I (Chicago Bridge & Iron Company N.V.) January 2012 - Present
Marathon Oil Corporation June 2011 - January 2012
MAN TURBO May 2009 - June 2011
Comcast May 2007 - May 2009
Jefferson Wells July 2006 - May 2007
AspenTech-Consultant 2005 - 2006
Fort Bend County August 2003 - 2005
Waste Management, Inc. 2000 - 2002
Royal Dutch Shell 1996 - 2001
Compaq August 1994 - 1996
Skills
Employee Relations, Payroll, Deferred Compensation, Recruiting, Performance Management, Training, Talent Acquisition, Sourcing, Onboarding, Succession Planning, Benefits Administration, Management, Talent Management, HRIS, Project Management, Human Resources, Leadership, System Administration, Applicant Tracking..., Analysis, Employee Benefits, Program Management, Workforce Planning, Personnel Management, Contract Management, New Hire Orientations, College Recruiting, Strategic Planning, Screening, Job Descriptions, Temporary Placement, Internet Recruiting
Education
University of Arizona, Eller College of Management
BA-Journalism, MBA
University of Arizona, Eller College of Management
MBA, Finance
CB&I (Chicago Bridge & Iron Company N.V.) January 2012 - Present
Marathon Oil Corporation June 2011 - January 2012
MAN TURBO May 2009 - June 2011
Comcast May 2007 - May 2009
Jefferson Wells July 2006 - May 2007
AspenTech-Consultant 2005 - 2006
Fort Bend County August 2003 - 2005
Waste Management, Inc. 2000 - 2002
Royal Dutch Shell 1996 - 2001
Compaq August 1994 - 1996
Skills
Employee Relations, Payroll, Deferred Compensation, Recruiting, Performance Management, Training, Talent Acquisition, Sourcing, Onboarding, Succession Planning, Benefits Administration, Management, Talent Management, HRIS, Project Management, Human Resources, Leadership, System Administration, Applicant Tracking..., Analysis, Employee Benefits, Program Management, Workforce Planning, Personnel Management, Contract Management, New Hire Orientations, College Recruiting, Strategic Planning, Screening, Job Descriptions, Temporary Placement, Internet Recruiting
Education
University of Arizona, Eller College of Management
BA-Journalism, MBA
University of Arizona, Eller College of Management
MBA, Finance
Jesus Vinas's Jefferson Wells Experience ProfessionalJefferson Wells International2004 - 2010
Job Professional at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells ProfessionalJefferson Wells International2004 - 2010
Education
Universidad de Carabobo 1970 — 1976
Jefferson Wells ProfessionalJefferson Wells International2004 - 2010
Education
Universidad de Carabobo 1970 — 1976
Scott Cupp's Jefferson Wells Experience March 2004 - November 2008
Job Sr. Auditor at AT&T
Industry Accounting
Experience
AT&T February 2009 - Present
Jefferson Wells March 2004 - November 2008
Zachry Construction October 2001 - March 2004
Montgomery Ward June 1977 - March 2001
Montgomery Wards 1977 - 2001
Education
The University of Texas at Austin 1970 — 1976
AT&T February 2009 - Present
Jefferson Wells March 2004 - November 2008
Zachry Construction October 2001 - March 2004
Montgomery Ward June 1977 - March 2001
Montgomery Wards 1977 - 2001
Education
The University of Texas at Austin 1970 — 1976
Philippe LeDuc's Jefferson Wells Experience October 2006 - Present
Job Professional Consultant Auditing at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells October 2006 - Present
The Siegfried Group July 2005 - July 2006
Deloitte November 1997 - April 2005
Education
University of Florida 1992 — 1997
Masters, Masters Accounting
Jefferson Wells October 2006 - Present
The Siegfried Group July 2005 - July 2006
Deloitte November 1997 - April 2005
Education
University of Florida 1992 — 1997
Masters, Masters Accounting
Sanford Kaufman's Jefferson Wells Experience 2002 - 2006
Job Application Sales Manager, Analytics at Oracle
Industry Information Technology and Services
Experience
Oracle September 2012 - Present
IBM October 2006 - September 2012
Jefferson Wells 2002 - 2006
PeopleSoft, Inc. 1998 - 2002
Kana Communications 2000 - 2001
Concur Technologies 1999 - 2000
Oracle 1995 - 1998
BDO 1993 - 1995
KPMG 1991 - 1993
Skills
Accounting, Analytics, Account Management, Business Alliances, Business Analysis, Business Development, Business Intelligence, Business Process, Business Process..., Business Strategy, CRM, Change Management, Cloud Computing, Consulting, ERP, Enterprise Software, Managed Services, Outsourcing, Process Improvement, Process Engineering, Professional Services, SAP, SaaS, Sales, Sales Operations, Sales Process, Solution Selling, Start-ups
Education
The University of Texas at Austin 1989 — 1990
MBA, Business
The University of Georgia 1985 — 1989
Bachelor in Business Administration, Business
The University of Georgia 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
The University of Georgia 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
The University of Georgia 1985 — 1989
Oracle September 2012 - Present
IBM October 2006 - September 2012
Jefferson Wells 2002 - 2006
PeopleSoft, Inc. 1998 - 2002
Kana Communications 2000 - 2001
Concur Technologies 1999 - 2000
Oracle 1995 - 1998
BDO 1993 - 1995
KPMG 1991 - 1993
Skills
Accounting, Analytics, Account Management, Business Alliances, Business Analysis, Business Development, Business Intelligence, Business Process, Business Process..., Business Strategy, CRM, Change Management, Cloud Computing, Consulting, ERP, Enterprise Software, Managed Services, Outsourcing, Process Improvement, Process Engineering, Professional Services, SAP, SaaS, Sales, Sales Operations, Sales Process, Solution Selling, Start-ups
Education
The University of Texas at Austin 1989 — 1990
MBA, Business
The University of Georgia 1985 — 1989
Bachelor in Business Administration, Business
The University of Georgia 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
The University of Georgia 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
The University of Georgia 1985 — 1989
Glenn Bueker's Jefferson Wells Experience 2001 - 2002
Job Business Analyst at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank May 2004 - Present
Fifth Third Bank May 2002 - May 2004
Jefferson Wells 2001 - 2002
Mellott & Mellott, P.L.L. 1997 - 2001
Clark Schaefer Hackett & Co. 1993 - 1997
Skills
Process Improvement, Financial Analysis, Business Analysis, Banking, Risk Management, Accounting, Cash Management, Treasury Management, Financial Reporting, Finance, Internal Controls, Financial Statements, Cash Flow, Auditing, Microsoft Excel, General Ledger, Microsoft Word, Internal Audit, Sarbanes-Oxley Act, Strategic Financial..., Change Management, Account Reconciliation, SDLC, Financial Modeling
Education
Thomas More College 2007 — 2009
MBA, Masters of Business Administration
Thomas More College 1981 — 1985
BA, Accounting & Business
Elder High School 1977 — 1981
College Prep
Fifth Third Bank May 2004 - Present
Fifth Third Bank May 2002 - May 2004
Jefferson Wells 2001 - 2002
Mellott & Mellott, P.L.L. 1997 - 2001
Clark Schaefer Hackett & Co. 1993 - 1997
Skills
Process Improvement, Financial Analysis, Business Analysis, Banking, Risk Management, Accounting, Cash Management, Treasury Management, Financial Reporting, Finance, Internal Controls, Financial Statements, Cash Flow, Auditing, Microsoft Excel, General Ledger, Microsoft Word, Internal Audit, Sarbanes-Oxley Act, Strategic Financial..., Change Management, Account Reconciliation, SDLC, Financial Modeling
Education
Thomas More College 2007 — 2009
MBA, Masters of Business Administration
Thomas More College 1981 — 1985
BA, Accounting & Business
Elder High School 1977 — 1981
College Prep
Marissa Halper Shuster's Jefferson Wells Experience October 2002 - April 2005
Job Recruiter at BASF, The Chemical Company
Industry Chemicals
Experience
Nextsource Incorporated March 2011 - Present
BASF August 2008 - December 2010
Advanced Heath Media April 2005 - August 2008
Jefferson Wells October 2002 - April 2005
Howard Hughes Medical Institute October 2000 - October 2002
Millennium Pharmaceuticals March 1997 - August 2000
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, Human Resources, Personnel Management, Technical Recruiting, Internet Recruiting, Sourcing, Talent Management, Executive Search, Employee Relations, HRIS, Customer Service, Benefits Negotiation, College Recruiting, Interviews, Contract Recruitment, Performance Management, Workforce Planning, Succession Planning
Education
University of Delaware 1992 — 1996
Bachelor of Science, Family and Community Services
Nextsource Incorporated March 2011 - Present
BASF August 2008 - December 2010
Advanced Heath Media April 2005 - August 2008
Jefferson Wells October 2002 - April 2005
Howard Hughes Medical Institute October 2000 - October 2002
Millennium Pharmaceuticals March 1997 - August 2000
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, Recruiting, Human Resources, Personnel Management, Technical Recruiting, Internet Recruiting, Sourcing, Talent Management, Executive Search, Employee Relations, HRIS, Customer Service, Benefits Negotiation, College Recruiting, Interviews, Contract Recruitment, Performance Management, Workforce Planning, Succession Planning
Education
University of Delaware 1992 — 1996
Bachelor of Science, Family and Community Services
Paula Jourde, CPA, CIA's Jefferson Wells Experience November 2003 - February 2005
Job at Enertia Software
Industry Telecommunications
Experience
Enertia Software September 2008 - June 2011
USA Mobility January 2006 - December 2007
Blockbuster February 2005 - January 2006
Jefferson Wells November 2003 - February 2005
Evercom Systems November 2002 - October 2003
Securus Technologies Inc. 2002 - 2003
Robert Half Management Resources July 2002 - November 2002
PricewaterhouseCoopers August 2000 - May 2002
KPMG Consulting / Bearing Point June 1997 - August 2000
KPMG Consulting 1997 - 2000
Education
University of Texas at Dallas - Naveen Jindal School of Management 1991 — 1994
MBA, Accounting
Texas A&M University 1985 — 1990
BBA, Finance
Plano East HS
Enertia Software September 2008 - June 2011
USA Mobility January 2006 - December 2007
Blockbuster February 2005 - January 2006
Jefferson Wells November 2003 - February 2005
Evercom Systems November 2002 - October 2003
Securus Technologies Inc. 2002 - 2003
Robert Half Management Resources July 2002 - November 2002
PricewaterhouseCoopers August 2000 - May 2002
KPMG Consulting / Bearing Point June 1997 - August 2000
KPMG Consulting 1997 - 2000
Education
University of Texas at Dallas - Naveen Jindal School of Management 1991 — 1994
MBA, Accounting
Texas A&M University 1985 — 1990
BBA, Finance
Plano East HS
Celia Washington's Jefferson Wells Experience May 2004 - October 2009
Job Supervising Consulting at Williams, Adley & CompanyDC, LLP
Industry Accounting
Experience
Williams, Adley & Company-DC, LLP July 2012 - Present
Verdi Consulting June 2010 - July 2012
Jefferson Wells May 2004 - October 2009
Jefferson Wells International 2004 - 2009
First Virginia Bank, Falls Church, Virginia March 1999 - July 2000
Skills
Accounting, Internal Audit, CPA, Finance, Auditing, Account Reconciliation, Sarbanes-Oxley Act, Financial Statements, Internal Controls, Corporate Finance, Sarbanes-Oxley, Data Analysis, Analysis, Project Management, Financial Audits, Management, Program Management, Software Documentation, Accounts Payable, Nonprofits
Education
The George Washington University - School of Business 1986 — 1989
M Accy, Accounting
University of Michigan 1982 — 1986
Williams, Adley & Company-DC, LLP July 2012 - Present
Verdi Consulting June 2010 - July 2012
Jefferson Wells May 2004 - October 2009
Jefferson Wells International 2004 - 2009
First Virginia Bank, Falls Church, Virginia March 1999 - July 2000
Skills
Accounting, Internal Audit, CPA, Finance, Auditing, Account Reconciliation, Sarbanes-Oxley Act, Financial Statements, Internal Controls, Corporate Finance, Sarbanes-Oxley, Data Analysis, Analysis, Project Management, Financial Audits, Management, Program Management, Software Documentation, Accounts Payable, Nonprofits
Education
The George Washington University - School of Business 1986 — 1989
M Accy, Accounting
University of Michigan 1982 — 1986
Cliff Nelson's Jefferson Wells Experience August 2010 - January 2011
Job HP Cyber Security at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard February 2015 - Present
Assero, LLC January 2013 - February 2015
Assero, LLC March 2012 - February 2013
Adams Harris April 2011 - October 2011
Global Industries January 2011 - March 2011
Jefferson Wells August 2010 - January 2011
Broadsource Consulting 2008 - January 2011
Cliff Nelson, Inc. January 2008 - June 2008
Sirius Solutions June 2005 - December 2007
HireSynergy December 2004 - May 2005
Skills
IT Audit, Sarbanes-Oxley Act, Business Process, Information Technology, Staffing Services, Information Security, COBIT, Enterprise Risk..., Consulting, Management, Security, Internal Audit, CISA, Temporary Staffing, Fraud, ITIL, Auditing, Financial Risk, Risk Management, Business Process..., ISO 27001, Information Security..., Risk Assessment, IT Strategy, Vendor Management, Internal Controls, IT Operations, Business Continuity, External Audit, SharePoint, Business Intelligence, Risk Analysis, Sarbanes-Oxley, Governance, IT Management, Executive Management, Resource Management, Integration, Vulnerability Assessment, Analysis, Management Consulting, Due Diligence, Software Documentation, Financial Audits, Cyber-security, NERC CIP, PCI DSS, Hadoop, Big Data, FISMA
Education
University of Houston 2002 — 2005
Bachelor of Business Administration (B.B.A.), Computer Science and Finance
North Texas State University 1986 — 2001
Jazz performance, Classical and jazz performance
Hewlett-Packard February 2015 - Present
Assero, LLC January 2013 - February 2015
Assero, LLC March 2012 - February 2013
Adams Harris April 2011 - October 2011
Global Industries January 2011 - March 2011
Jefferson Wells August 2010 - January 2011
Broadsource Consulting 2008 - January 2011
Cliff Nelson, Inc. January 2008 - June 2008
Sirius Solutions June 2005 - December 2007
HireSynergy December 2004 - May 2005
Skills
IT Audit, Sarbanes-Oxley Act, Business Process, Information Technology, Staffing Services, Information Security, COBIT, Enterprise Risk..., Consulting, Management, Security, Internal Audit, CISA, Temporary Staffing, Fraud, ITIL, Auditing, Financial Risk, Risk Management, Business Process..., ISO 27001, Information Security..., Risk Assessment, IT Strategy, Vendor Management, Internal Controls, IT Operations, Business Continuity, External Audit, SharePoint, Business Intelligence, Risk Analysis, Sarbanes-Oxley, Governance, IT Management, Executive Management, Resource Management, Integration, Vulnerability Assessment, Analysis, Management Consulting, Due Diligence, Software Documentation, Financial Audits, Cyber-security, NERC CIP, PCI DSS, Hadoop, Big Data, FISMA
Education
University of Houston 2002 — 2005
Bachelor of Business Administration (B.B.A.), Computer Science and Finance
North Texas State University 1986 — 2001
Jazz performance, Classical and jazz performance
Dana Moody's Jefferson Wells Experience June 2005 - April 2006
Job Technical Editor at Thomson Reuters
Industry Leisure, Travel & Tourism
Experience
Thomson Reuters April 2009 - Present
All Saints' Episcopal School July 2008 - April 2009
Sabre Holdings October 2006 - June 2008
Strategic Equipment and Supply April 2006 - October 2006
Jefferson Wells June 2005 - April 2006
Sabre Holdings December 2000 - June 2005
JPI Incorporated July 1996 - May 1998
Bass Enterprises Production Company August 1994 - July 1996
Skills
General Ledger, Accounting, Accounts Payable, Budgets, Account Reconciliation, Process Improvement, Internal Controls, Accounts Receivable, Financial Statements, Tax, Payroll, Analysis, Auditing, Financial Analysis, Microsoft Excel, Finance, Software Documentation, Project Management
Education
The University of Texas at Arlington 1987 — 1994
Master of Science, Accounting
The University of Texas at Arlington 1987 — 1994
Bachelors of Business Adminstration, Accounting
Thomson Reuters April 2009 - Present
All Saints' Episcopal School July 2008 - April 2009
Sabre Holdings October 2006 - June 2008
Strategic Equipment and Supply April 2006 - October 2006
Jefferson Wells June 2005 - April 2006
Sabre Holdings December 2000 - June 2005
JPI Incorporated July 1996 - May 1998
Bass Enterprises Production Company August 1994 - July 1996
Skills
General Ledger, Accounting, Accounts Payable, Budgets, Account Reconciliation, Process Improvement, Internal Controls, Accounts Receivable, Financial Statements, Tax, Payroll, Analysis, Auditing, Financial Analysis, Microsoft Excel, Finance, Software Documentation, Project Management
Education
The University of Texas at Arlington 1987 — 1994
Master of Science, Accounting
The University of Texas at Arlington 1987 — 1994
Bachelors of Business Adminstration, Accounting
Debra Garcia's Jefferson Wells Experience 1999 - 2005
Job Accountant
Industry Oil & Energy
Experience
Weatherford April 2013 - February 2015
Various Contract Positions June 2010 - April 2013
Crane Worldwide Logistics October 2009 - April 2010
Staff Solve, Inc. June 2009 - October 2009
Employer Flexible/Repsol August 2007 - May 2008
Adams Harris 2006 - 2007
Robert Half Finance & Accounting 2005 - 2006
Robert Half Finance & Accounting 2005 - 2006
Jefferson Wells 1999 - 2005
Skills
Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Accounting, Accounts Receivable, Journal Entries, Auditing, Financial Reporting, Internal Audit, General Ledger, Financial Accounting, Invoicing, Software Documentation
Education
University of Houston 1987 — 1992
BBA, Accounting
Weatherford April 2013 - February 2015
Various Contract Positions June 2010 - April 2013
Crane Worldwide Logistics October 2009 - April 2010
Staff Solve, Inc. June 2009 - October 2009
Employer Flexible/Repsol August 2007 - May 2008
Adams Harris 2006 - 2007
Robert Half Finance & Accounting 2005 - 2006
Robert Half Finance & Accounting 2005 - 2006
Jefferson Wells 1999 - 2005
Skills
Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Accounting, Accounts Receivable, Journal Entries, Auditing, Financial Reporting, Internal Audit, General Ledger, Financial Accounting, Invoicing, Software Documentation
Education
University of Houston 1987 — 1992
BBA, Accounting
Bruce D. Miller CIA CISA CFE's Jefferson Wells Experience 2001 - 2003
Job Director IT Audit at TriHealth, Inc.
Industry Hospital & Health Care
Experience
TriHealth, Inc. June 2003 - Present
IIA 1994 - 2005
Jefferson Wells 2001 - 2003
Catholic Healthcare Audit Network, LLC 1998 - 2001
53rd Bank 1997 - 1998
Sisters of Charity Health Care Systems 1990 - 1997
Community Mutual Blue Cross & Blue Shield 1978 - 1990
Huntington Bancshares Inc 1975 - 1978
Skills
Process Improvement, Healthcare, Auditing, HIPAA, Internal Controls, Healthcare Information..., Internal Audit, Accounting, IT Audit, Risk Management, Business Process..., Governance, Strategic Planning, Management Consulting, COBIT, Fraud, Healthcare Management, EMR, Information Security, Finance, Risk Assessment, SAS70, Enterprise Risk..., Leadership, Sarbanes-Oxley, Quality Assurance, Information Technology, External Audit, CISA, Mergers & Acquisitions, Financial Audits, Revenue Cycle, Hospitals, IT Strategy, Disaster Recovery, Software Documentation, Performance Improvement, Healthcare Industry, Managerial Finance, Access, Data Analysis, Sarbanes-Oxley Act, Management
Education
The Ohio State University - The Max M. Fisher College of Business 1970 — 1975
Bachelor of Science (B.S.), Business Administration - Marketing & Promotional Strategy Emphasis
Thomas Worthington High School 1967 — 1970
High School, College Prep
TriHealth, Inc. June 2003 - Present
IIA 1994 - 2005
Jefferson Wells 2001 - 2003
Catholic Healthcare Audit Network, LLC 1998 - 2001
53rd Bank 1997 - 1998
Sisters of Charity Health Care Systems 1990 - 1997
Community Mutual Blue Cross & Blue Shield 1978 - 1990
Huntington Bancshares Inc 1975 - 1978
Skills
Process Improvement, Healthcare, Auditing, HIPAA, Internal Controls, Healthcare Information..., Internal Audit, Accounting, IT Audit, Risk Management, Business Process..., Governance, Strategic Planning, Management Consulting, COBIT, Fraud, Healthcare Management, EMR, Information Security, Finance, Risk Assessment, SAS70, Enterprise Risk..., Leadership, Sarbanes-Oxley, Quality Assurance, Information Technology, External Audit, CISA, Mergers & Acquisitions, Financial Audits, Revenue Cycle, Hospitals, IT Strategy, Disaster Recovery, Software Documentation, Performance Improvement, Healthcare Industry, Managerial Finance, Access, Data Analysis, Sarbanes-Oxley Act, Management
Education
The Ohio State University - The Max M. Fisher College of Business 1970 — 1975
Bachelor of Science (B.S.), Business Administration - Marketing & Promotional Strategy Emphasis
Thomas Worthington High School 1967 — 1970
High School, College Prep
Yvonne Laplante's Jefferson Wells Experience Senior Manager, AuditDeloitte & Touche1991 - 2001
Job Finance & Acctg Manager at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells Senior Manager, AuditDeloitte & Touche1991 - 2001
Education
University of Florida 1979 — 1982
Jefferson Wells Senior Manager, AuditDeloitte & Touche1991 - 2001
Education
University of Florida 1979 — 1982
Henry Betik's Jefferson Wells Experience May 1999 - January 2004
Job Director Finance
Industry Aviation & Aerospace
Experience
GKN Aerospace October 2010 - Present
L-3 Communications October 2005 - November 2010
DynCorp International January 2004 - October 2005
Jefferson Wells May 1999 - January 2004
Gulfstream Aerospace August 1997 - May 1999
Kimberly-Clark August 1997 - September 1998
Electronic Data Systems July 1994 - August 1997
Lockheed Martin Aeronautics June 1988 - July 1994
General Dynamics June 1988 - January 1991
Skills
SOX, Accounting, Process Improvement, Financial Reporting, Budgeting, Access, Account Reconciliation, Accounts Payable, Aerospace, Accounts Receivable, Analysis, Budgets, Business Analysis, Business Planning, Business Process..., Cash Flow, Cash Management, Change Management, Contract Management, Cost Accounting, Cost Benefit, Due Diligence, Cross-functional Team..., Finance, ERP, Financial Accounting, Financial Analysis, Financial Modeling, Financial Planning, Forecasting, General Ledger, Hyperion Enterprise, Internal Audit, Income Statement, Internal Controls, Management, Management Consulting, Managerial Finance, Manufacturing, Mergers, Microsoft Excel, Payroll, PeopleSoft, Pricing, Program Management, Project Planning, Revenue Recognition, Risk Management, SAP, SEC filings
Education
Texas Christian University - M.J. Neeley School of Business 1989 — 1992
MBA, Accounting
The University of Texas at Arlington 1984 — 1988
BBA, Finance
GKN Aerospace October 2010 - Present
L-3 Communications October 2005 - November 2010
DynCorp International January 2004 - October 2005
Jefferson Wells May 1999 - January 2004
Gulfstream Aerospace August 1997 - May 1999
Kimberly-Clark August 1997 - September 1998
Electronic Data Systems July 1994 - August 1997
Lockheed Martin Aeronautics June 1988 - July 1994
General Dynamics June 1988 - January 1991
Skills
SOX, Accounting, Process Improvement, Financial Reporting, Budgeting, Access, Account Reconciliation, Accounts Payable, Aerospace, Accounts Receivable, Analysis, Budgets, Business Analysis, Business Planning, Business Process..., Cash Flow, Cash Management, Change Management, Contract Management, Cost Accounting, Cost Benefit, Due Diligence, Cross-functional Team..., Finance, ERP, Financial Accounting, Financial Analysis, Financial Modeling, Financial Planning, Forecasting, General Ledger, Hyperion Enterprise, Internal Audit, Income Statement, Internal Controls, Management, Management Consulting, Managerial Finance, Manufacturing, Mergers, Microsoft Excel, Payroll, PeopleSoft, Pricing, Program Management, Project Planning, Revenue Recognition, Risk Management, SAP, SEC filings
Education
Texas Christian University - M.J. Neeley School of Business 1989 — 1992
MBA, Accounting
The University of Texas at Arlington 1984 — 1988
BBA, Finance
Grant Reese's Jefferson Wells Experience February 2003 - July 2004
Job Chief Information Security Officer at HCC Insurance
Industry Insurance
Experience
HCC Insurance November 2011 - Present
Stewart Title May 2011 - November 2011
Stewart Title July 2004 - May 2011
Jefferson Wells February 2003 - July 2004
Accenture May 1998 - February 2003
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 1998
BBA, Management Information Systems
HCC Insurance November 2011 - Present
Stewart Title May 2011 - November 2011
Stewart Title July 2004 - May 2011
Jefferson Wells February 2003 - July 2004
Accenture May 1998 - February 2003
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 1998
BBA, Management Information Systems
Johnathan Sampson's Jefferson Wells Experience 2003 - 2007
Job Tax Manager at Insurance Offices Service, Inc.
Industry Accounting
Experience
Various Consulting Assignments 2008 - Present
Various Consulting Positions 2008 - 2009
Insurance Offices Service, Inc. June 2007 - May 2008
Jefferson Wells 2003 - 2007
PricewaterhouseCoopers 1990 - 1997
Education
University of Alabama 1981 — 1984
Various Consulting Assignments 2008 - Present
Various Consulting Positions 2008 - 2009
Insurance Offices Service, Inc. June 2007 - May 2008
Jefferson Wells 2003 - 2007
PricewaterhouseCoopers 1990 - 1997
Education
University of Alabama 1981 — 1984
Heather Smith's Jefferson Wells Experience 2000 - 2002
Job HR Generalist at ClearBridge Investments, A Legg Mason Company
Industry Financial Services
Experience
ClearBridge Investments September 2004 - Present
CitiGroup Asset Management 2004 - 2005
Random House 2002 - 2004
Jefferson Wells 2000 - 2002
Memorial Sloan-Kettering Cancer Center 1998 - 2000
Skills
Financial Services, Asset Management, College Recruiting, Mutual Funds, Series 7, Investments, SDLC, Portfolio Management, Interviews, Executive Search, Wealth Management, Technical Recruiting
Education
University at Buffalo 1994 — 1998
ClearBridge Investments September 2004 - Present
CitiGroup Asset Management 2004 - 2005
Random House 2002 - 2004
Jefferson Wells 2000 - 2002
Memorial Sloan-Kettering Cancer Center 1998 - 2000
Skills
Financial Services, Asset Management, College Recruiting, Mutual Funds, Series 7, Investments, SDLC, Portfolio Management, Interviews, Executive Search, Wealth Management, Technical Recruiting
Education
University at Buffalo 1994 — 1998
Myron Vansickel's Jefferson Wells Experience
Job Director, Tax Operations at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells
Skills
Accounting, Business Process..., Financial Reporting, Process Improvement, Internal Controls, Strategic Planning, Auditing, Due Diligence, Sarbanes-Oxley Act
Education
University of Baltimore 1982 — 1985
Jefferson Wells
Skills
Accounting, Business Process..., Financial Reporting, Process Improvement, Internal Controls, Strategic Planning, Auditing, Due Diligence, Sarbanes-Oxley Act
Education
University of Baltimore 1982 — 1985
David Kenner CPA, CISA's Jefferson Wells Experience January 2004 - August 2010
Job Accounting Finance Consultant
Industry Financial Services
Experience
Boeing Capital September 2013 - Present
Boeing Corporat Audit March 2013 - Present
The Boeing Company August 2010 - Present
Jefferson Wells January 2004 - August 2010
Jefferson Wells January 2004 - August 2010
Skills
CPA, Auditing, Sarbanes-Oxley, PeopleSoft, Financial Statements, Finance, Sarbanes-Oxley Act, Analysis, Management, CISA, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Internal Audit, GAAP, Process Improvement, Managerial Finance, Risk Management, US GAAP, Business Process..., IT Audit, Financial Risk, COSO, General Ledger
Education
The college of Management- Academic Studies 1982 — 1985
Bachelors, Business, accounting
Boeing Capital September 2013 - Present
Boeing Corporat Audit March 2013 - Present
The Boeing Company August 2010 - Present
Jefferson Wells January 2004 - August 2010
Jefferson Wells January 2004 - August 2010
Skills
CPA, Auditing, Sarbanes-Oxley, PeopleSoft, Financial Statements, Finance, Sarbanes-Oxley Act, Analysis, Management, CISA, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Internal Audit, GAAP, Process Improvement, Managerial Finance, Risk Management, US GAAP, Business Process..., IT Audit, Financial Risk, COSO, General Ledger
Education
The college of Management- Academic Studies 1982 — 1985
Bachelors, Business, accounting
Tammy Ormuz's Jefferson Wells Experience May 1995 - July 1997
Job Director, Financial Reporting at Texas Health Resources
Industry Hospital & Health Care
Experience
Texas Health Resources July 1997 - Present
Ernst & Young August 1992 - December 1998
Jefferson Wells May 1995 - July 1997
Education
Texas A&M University 1988 — 1992
Texas Health Resources July 1997 - Present
Ernst & Young August 1992 - December 1998
Jefferson Wells May 1995 - July 1997
Education
Texas A&M University 1988 — 1992
Brian Rodriguez's Jefferson Wells Experience 2003 - 2005
Job Chief Financial Officer at Trinity Christian Academy
Industry Accounting
Experience
Trinity Christian Academy May 2014 - Present
Accretive Solutions May 2012 - May 2014
Radiant Oil & Gas, Inc. August 2010 - March 2013
America West Resources, Inc. January 2008 - January 2009
Jefferson Wells & Accretive Solutions October 2004 - December 2007
SH Celera Capital Corporation 2006 - 2007
Opexa Therapeutics January 2004 - August 2005
Jefferson Wells 2003 - 2005
PwC 1993 - 1994
Skills
Finance, Auditing, Accounting, SEC filings, Sarbanes-Oxley, Forecasting, Financial Reporting, US GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, Internal Controls, GAAP, Internal Audit, Consolidation, Due Diligence
Education
Texas A&M University 1988 — 1992
BBA, Accounting
Trinity Christian Academy May 2014 - Present
Accretive Solutions May 2012 - May 2014
Radiant Oil & Gas, Inc. August 2010 - March 2013
America West Resources, Inc. January 2008 - January 2009
Jefferson Wells & Accretive Solutions October 2004 - December 2007
SH Celera Capital Corporation 2006 - 2007
Opexa Therapeutics January 2004 - August 2005
Jefferson Wells 2003 - 2005
PwC 1993 - 1994
Skills
Finance, Auditing, Accounting, SEC filings, Sarbanes-Oxley, Forecasting, Financial Reporting, US GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, Internal Controls, GAAP, Internal Audit, Consolidation, Due Diligence
Education
Texas A&M University 1988 — 1992
BBA, Accounting
Farley, Dea's Jefferson Wells Experience August 2004 - Present
Job Technology Risk Management Profession at Jefferson Wells
Industry Management Consulting
Experience
Jefferson Wells August 2004 - Present
Education
Truman State University 1976 — 1980
Jefferson Wells August 2004 - Present
Education
Truman State University 1976 — 1980
Don Jander's Jefferson Wells Experience Tax ManagerLimited Brands1992 - 1996
Job Director, Tax Operations at Jefferson Wells
Industry Accounting
Experience
Jefferson Wells Tax ManagerLimited Brands1992 - 1996
Education
The Ohio State University 1982 — 1987
B.S., Accounting
Jefferson Wells Tax ManagerLimited Brands1992 - 1996
Education
The Ohio State University 1982 — 1987
B.S., Accounting
Katherine Walters Russell's Jefferson Wells Experience 2000 - 2001
Job CFO of McKinney Fund
Industry Real Estate
Experience
McKinney Fund June 2009 - Present
IHP Capital Partners May 2001 - March 2009
Jefferson Wells 2000 - 2001
South Bay Partners 1998 - 2000
Prudential Home Building Investors 1995 - 1998
Prudential Healthcare 1994 - 1995
Prudential Realty Group 1991 - 1994
E & Y 1990 - 1991
Skills
Real Estate Transactions, Real Estate Economics, Real Estate Development
Education
University of Houston, C.T. Bauer College of Business 1986 — 1990
BBA, Accounting
McKinney Fund June 2009 - Present
IHP Capital Partners May 2001 - March 2009
Jefferson Wells 2000 - 2001
South Bay Partners 1998 - 2000
Prudential Home Building Investors 1995 - 1998
Prudential Healthcare 1994 - 1995
Prudential Realty Group 1991 - 1994
E & Y 1990 - 1991
Skills
Real Estate Transactions, Real Estate Economics, Real Estate Development
Education
University of Houston, C.T. Bauer College of Business 1986 — 1990
BBA, Accounting
Amy Breuer, CPA's Jefferson Wells Experience October 2009 - January 2011
Job Tax Manager at PricewaterhouseCoopers
Industry Accounting
Experience
PwC July 2014 - Present
Price Waterhouse Coopers January 2011 - June 2014
Jefferson Wells October 2009 - January 2011
CBIZ August 2005 - May 2009
Skills
Tax Research, Indirect Taxation, Sales & Use Tax, CPA, Big 4
Education
University of Kansas 2000 — 2004
Bachelor of Science, Accounting and Business Administration
PwC July 2014 - Present
Price Waterhouse Coopers January 2011 - June 2014
Jefferson Wells October 2009 - January 2011
CBIZ August 2005 - May 2009
Skills
Tax Research, Indirect Taxation, Sales & Use Tax, CPA, Big 4
Education
University of Kansas 2000 — 2004
Bachelor of Science, Accounting and Business Administration
Denyse Medlenka's Jefferson Wells Experience 2005 - 2007
Job Director, Domestic Payroll Services and Support at GameStop
Industry Retail
Experience
GameStop April 2015 - Present
GameStop January 2012 - Present
Southwest Airlines November 2007 - January 2012
Jefferson Wells 2005 - 2007
Jefferson Wells International 2005 - 2007
TRIAD Healthcare, Inc. November 2004 - November 2005
IMCO Recycling 2000 - 2004
City of Fort Worth 1999 - 2000
Skills
Internal Controls, Internal Audit, Compliance, Audit, Risk Assessment, IT Audit, Process Improvement, Certified Internal..., COSO, Enterprise Risk..., SOX, CISA, Accounting, Risk Management, Sarbanes-Oxley Act, Auditing, Business Process..., Sarbanes-Oxley, Financial Accounting, Financial Reporting, Financial Analysis, US GAAP, Analysis, GAAP, Financial Audits
Education
The University of Texas at Arlington 1994 — 1998
GameStop April 2015 - Present
GameStop January 2012 - Present
Southwest Airlines November 2007 - January 2012
Jefferson Wells 2005 - 2007
Jefferson Wells International 2005 - 2007
TRIAD Healthcare, Inc. November 2004 - November 2005
IMCO Recycling 2000 - 2004
City of Fort Worth 1999 - 2000
Skills
Internal Controls, Internal Audit, Compliance, Audit, Risk Assessment, IT Audit, Process Improvement, Certified Internal..., COSO, Enterprise Risk..., SOX, CISA, Accounting, Risk Management, Sarbanes-Oxley Act, Auditing, Business Process..., Sarbanes-Oxley, Financial Accounting, Financial Reporting, Financial Analysis, US GAAP, Analysis, GAAP, Financial Audits
Education
The University of Texas at Arlington 1994 — 1998
Cristin Kallaher, CIA's Jefferson Wells Experience March 2004 - March 2006
Job AVP Internal Audit at AXIS Capital
Industry Insurance
Experience
AXIS Capital March 2015 - Present
Axis Capital March 2013 - Present
Axis Capital May 2012 - Present
Axis Capital (Insurance) February 2011 - June 2012
Infinity Property & Casualty May 2006 - February 2011
Jefferson Wells March 2004 - March 2006
Skills
Risk Management, Auditing, Internal Audit, Process Improvement, Finance, Insurance, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Reporting, Accounting, Financial Risk, Sarbanes-Oxley, Underwriting, US GAAP, Reinsurance, GAAP, Financial Accounting, Business Analysis, Statutory Accounting, Budgets, Financial Modeling, IT Audit
Education
University of Colorado at Boulder - Leeds School of Business
BS-Finance, Finance
AXIS Capital March 2015 - Present
Axis Capital March 2013 - Present
Axis Capital May 2012 - Present
Axis Capital (Insurance) February 2011 - June 2012
Infinity Property & Casualty May 2006 - February 2011
Jefferson Wells March 2004 - March 2006
Skills
Risk Management, Auditing, Internal Audit, Process Improvement, Finance, Insurance, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Financial Reporting, Accounting, Financial Risk, Sarbanes-Oxley, Underwriting, US GAAP, Reinsurance, GAAP, Financial Accounting, Business Analysis, Statutory Accounting, Budgets, Financial Modeling, IT Audit
Education
University of Colorado at Boulder - Leeds School of Business
BS-Finance, Finance
Jason Glad's Jefferson Wells Experience 1999 - 2008
Job President at WTL Entertainment, LLC
Industry Internet
Experience
Within The Lines Entertainment, LLC October 2010 - Present
Jefferson Wells 1999 - 2008
Arthur Andersen September 1991 - November 1998
Education
The College of William and Mary - The Mason School of Business 1987 — 1991
BBA, Accounting
Within The Lines Entertainment, LLC October 2010 - Present
Jefferson Wells 1999 - 2008
Arthur Andersen September 1991 - November 1998
Education
The College of William and Mary - The Mason School of Business 1987 — 1991
BBA, Accounting
Tyanna Cates's Jefferson Wells Experience September 1998 - September 2001
Job HR Generalist
Industry Hospitality
Experience
Alliance Data August 2007 - September 2008
Cottonwood Financial September 2005 - June 2007
Wyndham International September 2001 - May 2005
Jefferson Wells September 1998 - September 2001
Tharaldson Lodging August 1997 - September 1998
Education
The University of Texas at Austin 1992 — 1997
BBA, Business Administration
Alliance Data August 2007 - September 2008
Cottonwood Financial September 2005 - June 2007
Wyndham International September 2001 - May 2005
Jefferson Wells September 1998 - September 2001
Tharaldson Lodging August 1997 - September 1998
Education
The University of Texas at Austin 1992 — 1997
BBA, Business Administration
Jim Strassburger's Jefferson Wells Experience October 2000 - March 2001
Job Experienced Project Manager/Business Analyst (APICS CertifiedCPIM/CIRM/CSCP)
Industry Information Technology and Services
Experience
TEKsystems February 2011 - July 2011
Robert Half Management Resources August 2010 - February 2011
Tek Systems August 2008 - July 2009
The Metalworking Group February 2007 - February 2008
Independent Consultant July 2003 - January 2007
Guide Technologies LLC February 2001 - June 2003
Jefferson Wells October 2000 - March 2001
Cap Gemini Ernst & Young August 1997 - November 1998
Grant Thornton May 1993 - May 1997
Education
University of Cincinnati College of Business
MBA, Finance
University of Cincinnati
BS, Chemistry
TEKsystems February 2011 - July 2011
Robert Half Management Resources August 2010 - February 2011
Tek Systems August 2008 - July 2009
The Metalworking Group February 2007 - February 2008
Independent Consultant July 2003 - January 2007
Guide Technologies LLC February 2001 - June 2003
Jefferson Wells October 2000 - March 2001
Cap Gemini Ernst & Young August 1997 - November 1998
Grant Thornton May 1993 - May 1997
Education
University of Cincinnati College of Business
MBA, Finance
University of Cincinnati
BS, Chemistry
James Perry, CFE, CICA's Jefferson Wells Experience September 2004 - July 2007
Job Certified Fraud Examiner & Certified Internal Controls Auditor
Industry Accounting
Experience
C 3 ENTERPRISE LLC January 2013 - May 2014
SolomonEdwardsGroup January 2012 - January 2013
C 3 ENTERPRISE LLC May 2011 - December 2011
SolomonEdwardsGroup and Quantum / G&A Partners July 2009 - April 2011
Sirius Solutions February 2008 - July 2009
Bristow Group Inc. July 2007 - January 2008
Jefferson Wells September 2004 - July 2007
Texas A&M University December 2000 - September 2004
Skills
Fraud, Risk Assessment, Certified Fraud Examiner, Auditing, Forensic Accounting, Internal Controls, Mortgage Servicing, Mortgage Lending, Loan Modifications, Loan Servicing, Loan Origination, Sarbanes-Oxley, Fraud Detection, Internal Audit, External Audit, Forensic Analysis, Bank Secrecy Act, USA PATRIOT Act, Due Diligence, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Risk, Loans, Risk Management, Accounts Receivable, Accounts Payable, Compliance..., Mortgage Fraud, Oil/Gas, Mortgage Modification, Loan Auditing, Bank Fraud, Bankruptcy, Foreclosures, Funeral Homes, HAMP, Cemeteries, Transportation, External Investigations, Higher Education, Compliance, Anti Money Laundering, Finance, Financial Reporting, Managerial Finance, Account Reconciliation, AML, SOX Compliancy, Regulatory Requirements
Education
Texas A&M University - Mays Business School 1995 — 1998
BBA, Business Administration and Management, General
C 3 ENTERPRISE LLC January 2013 - May 2014
SolomonEdwardsGroup January 2012 - January 2013
C 3 ENTERPRISE LLC May 2011 - December 2011
SolomonEdwardsGroup and Quantum / G&A Partners July 2009 - April 2011
Sirius Solutions February 2008 - July 2009
Bristow Group Inc. July 2007 - January 2008
Jefferson Wells September 2004 - July 2007
Texas A&M University December 2000 - September 2004
Skills
Fraud, Risk Assessment, Certified Fraud Examiner, Auditing, Forensic Accounting, Internal Controls, Mortgage Servicing, Mortgage Lending, Loan Modifications, Loan Servicing, Loan Origination, Sarbanes-Oxley, Fraud Detection, Internal Audit, External Audit, Forensic Analysis, Bank Secrecy Act, USA PATRIOT Act, Due Diligence, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Risk, Loans, Risk Management, Accounts Receivable, Accounts Payable, Compliance..., Mortgage Fraud, Oil/Gas, Mortgage Modification, Loan Auditing, Bank Fraud, Bankruptcy, Foreclosures, Funeral Homes, HAMP, Cemeteries, Transportation, External Investigations, Higher Education, Compliance, Anti Money Laundering, Finance, Financial Reporting, Managerial Finance, Account Reconciliation, AML, SOX Compliancy, Regulatory Requirements
Education
Texas A&M University - Mays Business School 1995 — 1998
BBA, Business Administration and Management, General
Brad Ridgway's Jefferson Wells Experience 2004 - 2006
Job President Paradise Ridge
Industry Information Technology and Services
Experience
. 2009 - Present
HP March 2006 - March 2009
Jefferson Wells 2004 - 2006
Consulting Companies 2002 - 2004
Computer Sciences Corporation 1995 - 2002
American General Life Companies 1988 - 1995
Pilot Financial / Southwest Trading 1985 - 1988
Charles Schwab 1981 - 1985
Skills
Integration, Business Process..., Change Management, Project Management, Business Analysis, Business Strategy, Financial Analysis, Process Improvement, Business Process, Microsoft Excel, Business Intelligence, Contract Negotiation, Stock Management, Stocks, Management Consulting
Education
The University of Kansas 1975 — 1980
Business Administration, Business / Finance
University of Kansas - Graduate School of Business
MBA
. 2009 - Present
HP March 2006 - March 2009
Jefferson Wells 2004 - 2006
Consulting Companies 2002 - 2004
Computer Sciences Corporation 1995 - 2002
American General Life Companies 1988 - 1995
Pilot Financial / Southwest Trading 1985 - 1988
Charles Schwab 1981 - 1985
Skills
Integration, Business Process..., Change Management, Project Management, Business Analysis, Business Strategy, Financial Analysis, Process Improvement, Business Process, Microsoft Excel, Business Intelligence, Contract Negotiation, Stock Management, Stocks, Management Consulting
Education
The University of Kansas 1975 — 1980
Business Administration, Business / Finance
University of Kansas - Graduate School of Business
MBA
Warren Washington's Jefferson Wells Experience September 2004 - January 2006
Job Business Integration Project Manager at BigCommerce
Industry Information Technology and Services
Experience
BigCommerce May 2012 - Present
LibreDigital 2009 - May 2012
Education Finance Partners February 2007 - August 2008
TS2 January 2006 - January 2007
Jefferson Wells September 2004 - January 2006
IBM May 2000 - March 2003
IBM April 1996 - May 2000
IBM April 1992 - April 1996
IBM September 1989 - April 1992
IBM August 1984 - September 1989
Skills
Software Development, Software Project..., Portfolio Management, Program Management, SDLC, Business Process..., Process Improvement, Software Quality..., Information Technology, System Deployment, Product Development, Leadership, SaaS, Management, IT Management, Agile Project Management, Business Process, Enterprise Software, Cross-functional Team..., Scrum, Cloud Computing, Integration, Product Management, Start-ups, E-commerce, Project Management, Budgets, SOA, Quality Assurance, Architecture, Team Leadership, XML, Strategic Planning, Solution Architecture, Strategy, Software Documentation, Business Intelligence, Web Applications, Software Design, Testing, Change Management, IT Service Management, Vendor Management
Education
The George Washington University 1996 — 1998
Master's Certificate, Project Management
University of Illinois at Urbana-Champaign 1978 — 1984
Bachelor of Science, Computer Science
BigCommerce May 2012 - Present
LibreDigital 2009 - May 2012
Education Finance Partners February 2007 - August 2008
TS2 January 2006 - January 2007
Jefferson Wells September 2004 - January 2006
IBM May 2000 - March 2003
IBM April 1996 - May 2000
IBM April 1992 - April 1996
IBM September 1989 - April 1992
IBM August 1984 - September 1989
Skills
Software Development, Software Project..., Portfolio Management, Program Management, SDLC, Business Process..., Process Improvement, Software Quality..., Information Technology, System Deployment, Product Development, Leadership, SaaS, Management, IT Management, Agile Project Management, Business Process, Enterprise Software, Cross-functional Team..., Scrum, Cloud Computing, Integration, Product Management, Start-ups, E-commerce, Project Management, Budgets, SOA, Quality Assurance, Architecture, Team Leadership, XML, Strategic Planning, Solution Architecture, Strategy, Software Documentation, Business Intelligence, Web Applications, Software Design, Testing, Change Management, IT Service Management, Vendor Management
Education
The George Washington University 1996 — 1998
Master's Certificate, Project Management
University of Illinois at Urbana-Champaign 1978 — 1984
Bachelor of Science, Computer Science
Holly Cooper, PMP's Jefferson Wells Experience 2000 - 2005
Job Revenue Manager Contract at Maritech Resources
Industry Oil & Energy
Experience
Robert Half Management Resources June 2011 - Present
Hess Corp August 2008 - September 2010
Shell Energy North america August 2007 - April 2008
Enterprise Products January 2005 - August 2007
Jefferson Wells 2000 - 2005
Skills
Process Improvement, Accounting, Reconciliation, Audit, Access, Excel, Budgeting, Forecasting, Financial Analysis, PMP, Auditing, Strategic Planning, Analysis, Change Management, Accounts Payable, Microsoft Office, Mergers, Business Analysis, Accounts Receivable, Energy, MS Project, Team Building, Quickbooks, Budgets, Finance, Management, Business Process...
Education
Texas A&M University 1974 — 1977
BBA, Business - Accounting
Robert Half Management Resources June 2011 - Present
Hess Corp August 2008 - September 2010
Shell Energy North america August 2007 - April 2008
Enterprise Products January 2005 - August 2007
Jefferson Wells 2000 - 2005
Skills
Process Improvement, Accounting, Reconciliation, Audit, Access, Excel, Budgeting, Forecasting, Financial Analysis, PMP, Auditing, Strategic Planning, Analysis, Change Management, Accounts Payable, Microsoft Office, Mergers, Business Analysis, Accounts Receivable, Energy, MS Project, Team Building, Quickbooks, Budgets, Finance, Management, Business Process...
Education
Texas A&M University 1974 — 1977
BBA, Business - Accounting
Yvonne Laplante's Jefferson Wells Experience October 2006 - December 2009
Job Director Financial Reporting at MetLife
Industry Accounting
Experience
MetLife November 2010 - Present
MetLife, Inc. January 2010 - November 2010
Jefferson Wells October 2006 - December 2009
Engage Technologies July 2004 - May 2006
Deloitte & Touche September 1991 - February 2002
Skills
SEC filings, Sarbanes-Oxley Act, Financial Reporting, Cash Management, GAAP, Accounting, Internal Controls, IFRS, US GAAP, Assurance, Financial Forecasting, Managerial Finance, Auditing, Internal Audit
Education
University of Florida
BS, Accounting
MetLife November 2010 - Present
MetLife, Inc. January 2010 - November 2010
Jefferson Wells October 2006 - December 2009
Engage Technologies July 2004 - May 2006
Deloitte & Touche September 1991 - February 2002
Skills
SEC filings, Sarbanes-Oxley Act, Financial Reporting, Cash Management, GAAP, Accounting, Internal Controls, IFRS, US GAAP, Assurance, Financial Forecasting, Managerial Finance, Auditing, Internal Audit
Education
University of Florida
BS, Accounting
Jeanette Davern's Jefferson Wells Experience 1999 - 2003
Job Consultant at Resources Global Professionals, Dallas/Ft. Worth area
Industry Accounting
Experience
Resources Global Profesionals March 2015 - Present
Emdeon, previously known as Alegeus Technologies June 2013 - March 2015
vcfo March 2013 - May 2013
Broadstripe LLC November 2010 - December 2012
Consulting engagements February 2006 - March 2010
Director of Planning - CitiMortgage March 2003 - June 2005
Jefferson Wells 1999 - 2003
Skills
Team Leadership, Advanced Excel, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Internal Controls, CPA, Financial Analysis, Cost Accounting, Forecasting, Internal Audit, Revenue Recognition, GAAP, Auditing, Hands-on accounting, BIG 4 Audit, Month End Close, Corporate FP&A, Cash Management, Cash Flow, Hiring Employees, Training & Development, Financial Consolidations, Process Improvement, Sales & Use Tax, Tax to GAAP..., SEC Financial Reporting, SOX Compliancy, Budgets, Payroll, Finance, Accounts Payable, Variance Analysis, Cash Flow Forecasting, US GAAP, Corporate Finance, Accounting, Sarbanes-Oxley, General Ledger, Financial Audits, Analysis, Strategic Financial..., Mergers & Acquisitions, Hyperion Enterprise, Managerial Finance, Treasury, Financial Modeling, Financial Accounting, Management, Strategic Planning
Education
The University of Texas at Dallas 1984 — 1985
Bachelor's Degree, Accounting and Business/Management, 3.88
University of Tulsa 1979 — 1981
Resources Global Profesionals March 2015 - Present
Emdeon, previously known as Alegeus Technologies June 2013 - March 2015
vcfo March 2013 - May 2013
Broadstripe LLC November 2010 - December 2012
Consulting engagements February 2006 - March 2010
Director of Planning - CitiMortgage March 2003 - June 2005
Jefferson Wells 1999 - 2003
Skills
Team Leadership, Advanced Excel, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Internal Controls, CPA, Financial Analysis, Cost Accounting, Forecasting, Internal Audit, Revenue Recognition, GAAP, Auditing, Hands-on accounting, BIG 4 Audit, Month End Close, Corporate FP&A, Cash Management, Cash Flow, Hiring Employees, Training & Development, Financial Consolidations, Process Improvement, Sales & Use Tax, Tax to GAAP..., SEC Financial Reporting, SOX Compliancy, Budgets, Payroll, Finance, Accounts Payable, Variance Analysis, Cash Flow Forecasting, US GAAP, Corporate Finance, Accounting, Sarbanes-Oxley, General Ledger, Financial Audits, Analysis, Strategic Financial..., Mergers & Acquisitions, Hyperion Enterprise, Managerial Finance, Treasury, Financial Modeling, Financial Accounting, Management, Strategic Planning
Education
The University of Texas at Dallas 1984 — 1985
Bachelor's Degree, Accounting and Business/Management, 3.88
University of Tulsa 1979 — 1981
Susan Thuku's Jefferson Wells Experience May 2009 - January 2010
Job Senior Compliance Mortgage / Business Analyst at Deloitte
Industry Financial Services
Experience
Deloitte July 2015 - Present
USAA FINANCIAL SERVICES September 2014 - June 2015
SBS May 2013 - December 2013
Solomon Edwards Group (SEG) /Promontory Financial Services Group (PFG) November 2011 - February 2013
CoreLogic July 2011 - November 2011
Recovco Mortgage Management March 2011 - 2011
JPMorgan Chase July 2010 - December 2010
Jefferson Wells May 2009 - January 2010
Beal Bank May 2008 - May 2009
Indymac Bank August 2005 - March 2008
Skills
Credit, Banking, Mortgage Lending, Loans, Finance, Analysis, Financial Risk, Portfolio Management, Underwriting, Mortgage Banking, Due Diligence, Loan Origination, Software Documentation, Financial Services, Program Management, Loan Servicing, Auditing, Loss Mitigation, Accounting, Commercial Lending, Risk Management, Cash Flow, Credit Analysis, Credit Risk
Education
IQT SOLUTIONS 2015 — 2015
Business Analysis, FRD, BRD, JAD, Requirements
University of Central Oklahoma 2000 — 2002
Master of Business Administration (MBA)
United States International University 1994 — 1997
BSc. International Business Administration
Deloitte July 2015 - Present
USAA FINANCIAL SERVICES September 2014 - June 2015
SBS May 2013 - December 2013
Solomon Edwards Group (SEG) /Promontory Financial Services Group (PFG) November 2011 - February 2013
CoreLogic July 2011 - November 2011
Recovco Mortgage Management March 2011 - 2011
JPMorgan Chase July 2010 - December 2010
Jefferson Wells May 2009 - January 2010
Beal Bank May 2008 - May 2009
Indymac Bank August 2005 - March 2008
Skills
Credit, Banking, Mortgage Lending, Loans, Finance, Analysis, Financial Risk, Portfolio Management, Underwriting, Mortgage Banking, Due Diligence, Loan Origination, Software Documentation, Financial Services, Program Management, Loan Servicing, Auditing, Loss Mitigation, Accounting, Commercial Lending, Risk Management, Cash Flow, Credit Analysis, Credit Risk
Education
IQT SOLUTIONS 2015 — 2015
Business Analysis, FRD, BRD, JAD, Requirements
University of Central Oklahoma 2000 — 2002
Master of Business Administration (MBA)
United States International University 1994 — 1997
BSc. International Business Administration
Lisa Bartsch's Jefferson Wells Experience December 2009 - April 2011
Job IT Audit Manager at Capital One
Industry Banking
Experience
Capital One April 2011 - Present
Jefferson Wells December 2009 - April 2011
Guaranty Bank June 2002 - October 2009
Frost National Bank 1998 - 2002
Norwest Audit Services, Inc. 1996 - 1998
Skills
IT Audit, CISA, Enterprise Risk..., Risk Assessment, Auditing, Information Technology, Risk Management, Internal Controls, Financial Services, Banking, Information Security, CISSP, Business Process
Education
The University of Dallas
MBA, Information Assurance
Trinity University
BA, Economics
Capital One April 2011 - Present
Jefferson Wells December 2009 - April 2011
Guaranty Bank June 2002 - October 2009
Frost National Bank 1998 - 2002
Norwest Audit Services, Inc. 1996 - 1998
Skills
IT Audit, CISA, Enterprise Risk..., Risk Assessment, Auditing, Information Technology, Risk Management, Internal Controls, Financial Services, Banking, Information Security, CISSP, Business Process
Education
The University of Dallas
MBA, Information Assurance
Trinity University
BA, Economics
Scott Cupp's Jefferson Wells Experience March 2004 - November 2008
Job Construction Audit Consultant at Scott A. Cupp
Industry Accounting
Experience
Scott A. Cupp February 2011 - Present
Freelance Writer/Editor 1989 - Present
Robert Half Management Resources July 2013 - March 2015
Resources Global Professionals August 2012 - February 2013
AT&T February 2009 - October 2010
Jefferson Wells March 2004 - November 2008
Jefferson Wells International 2004 - 2008
Zachry Construction Company October 2001 - March 2004
Montgomery Ward July 1977 - March 2001
Montgomery Ward 1980 - 2001
Skills
Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Auditing, Accounting, Fraud, Internal Audit, Financial Reporting, Risk Management, Financial Accounting, Process Improvement, Microsoft Excel, Quality Auditing, GAAP, CISA, Risk Assessment, IT Audit, Management Consulting, Financial Analysis, Governance, Business Process..., Fiction Writing, Corporate Governance, Sarbanes-Oxley, Short Stories, Financial Risk, Small Business..., Finance, Managerial Finance, SEC filings, PeopleSoft, Due Diligence, Cash Flow, Mergers & Acquisitions, Tax, CPA, Executive Management, General Ledger
Education
The University of Texas at Austin 1970 — 1976
BA, English
Scott A. Cupp February 2011 - Present
Freelance Writer/Editor 1989 - Present
Robert Half Management Resources July 2013 - March 2015
Resources Global Professionals August 2012 - February 2013
AT&T February 2009 - October 2010
Jefferson Wells March 2004 - November 2008
Jefferson Wells International 2004 - 2008
Zachry Construction Company October 2001 - March 2004
Montgomery Ward July 1977 - March 2001
Montgomery Ward 1980 - 2001
Skills
Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Auditing, Accounting, Fraud, Internal Audit, Financial Reporting, Risk Management, Financial Accounting, Process Improvement, Microsoft Excel, Quality Auditing, GAAP, CISA, Risk Assessment, IT Audit, Management Consulting, Financial Analysis, Governance, Business Process..., Fiction Writing, Corporate Governance, Sarbanes-Oxley, Short Stories, Financial Risk, Small Business..., Finance, Managerial Finance, SEC filings, PeopleSoft, Due Diligence, Cash Flow, Mergers & Acquisitions, Tax, CPA, Executive Management, General Ledger
Education
The University of Texas at Austin 1970 — 1976
BA, English
Dan Herman, CPA's Jefferson Wells Experience March 2002 - March 2007
Job Experienced Internal Audit, Sarbanes Oxley and Internal Controls Professional
Industry Accounting
Experience
Internal Controls, Internal Audit and Sarbanes Oxley Expert May 2011 - Present
Spirit AeroSystems March 2007 - February 2011
Jefferson Wells March 2002 - March 2007
eFunds September 2000 - October 2001
Avnet March 1999 - September 2000
Phelps Dodge July 1997 - December 1998
Price Waterhouse November 1994 - June 1997
Price Waterhouse Coopers November 1994 - June 1997
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Internal Controls, Risk Assessment, Process Improvement, COSO, Enterprise Risk..., Sarbanes-Oxley
Education
University of Florida - Warrington College of Business Administration 2011 — 2014
MBA
University of Wisconsin-Madison 1987 — 1989
BBA, Accounting
Internal Controls, Internal Audit and Sarbanes Oxley Expert May 2011 - Present
Spirit AeroSystems March 2007 - February 2011
Jefferson Wells March 2002 - March 2007
eFunds September 2000 - October 2001
Avnet March 1999 - September 2000
Phelps Dodge July 1997 - December 1998
Price Waterhouse November 1994 - June 1997
Price Waterhouse Coopers November 1994 - June 1997
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Internal Controls, Risk Assessment, Process Improvement, COSO, Enterprise Risk..., Sarbanes-Oxley
Education
University of Florida - Warrington College of Business Administration 2011 — 2014
MBA
University of Wisconsin-Madison 1987 — 1989
BBA, Accounting
N. Lee Skidmore's Jefferson Wells Experience January 2011 - April 2011
Job Manager Accounting and Finance at VIP Communications
Industry Accounting
Experience
VIP Communications May 2014 - Present
Roof Diagnostics Inc. August 2011 - June 2013
NLS Associates January 2011 - August 2011
Jefferson Wells January 2011 - April 2011
Specialty Flooring Systems, Inc. November 2009 - December 2010
NLS Associates March 2009 - November 2009
Jefferson Wells January 2008 - March 2009
Resources Global Professionals April 2005 - December 2007
Hudson Financial Solutions April 2004 - April 2005
Lucent Technologies 1997 - 2004
Skills
Sarbanes-Oxley Act, Financial Reporting, SAP, Budgets, Internal Audit, Internal Controls, Auditing, Accounting, Strategic Financial..., Management Consulting, Managerial Finance, Risk Management, Sarbanes-Oxley, Mergers & Acquisitions, Financial Audits, Management, Finance, GAAP, Tax, Financial Planning
Education
Thomas Edison State College 1984 — 1991
BSBA
Thomas Edison State College 1984 — 1987
ASM
VIP Communications May 2014 - Present
Roof Diagnostics Inc. August 2011 - June 2013
NLS Associates January 2011 - August 2011
Jefferson Wells January 2011 - April 2011
Specialty Flooring Systems, Inc. November 2009 - December 2010
NLS Associates March 2009 - November 2009
Jefferson Wells January 2008 - March 2009
Resources Global Professionals April 2005 - December 2007
Hudson Financial Solutions April 2004 - April 2005
Lucent Technologies 1997 - 2004
Skills
Sarbanes-Oxley Act, Financial Reporting, SAP, Budgets, Internal Audit, Internal Controls, Auditing, Accounting, Strategic Financial..., Management Consulting, Managerial Finance, Risk Management, Sarbanes-Oxley, Mergers & Acquisitions, Financial Audits, Management, Finance, GAAP, Tax, Financial Planning
Education
Thomas Edison State College 1984 — 1991
BSBA
Thomas Edison State College 1984 — 1987
ASM
Mark Bealin's Jefferson Wells Experience August 2003 - November 2010
Job Managing Director at UHY Advisors
Industry Accounting
Experience
UHY Advisors October 2011 - Present
Experis (formerly Jefferson Wells) November 2010 - September 2011
Jefferson Wells August 2003 - November 2010
Computer Sciences Corporation October 1995 - August 2003
Coopers & Lybrand Consulting April 1983 - October 1995
Skills
Consulting, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., IT Audit, Auditing, Business Process..., SEC filings, Due Diligence, Financial Reporting, Risk Assessment, Business Process, Fraud, Finance, Strategy, Sarbanes-Oxley, Strategic Financial..., Financial Risk, Governance, CPA, Management Consulting, GAAP, Risk Management, Financial Accounting, Process Improvement, Financial Modeling, Managerial Finance, Financial Analysis, US GAAP, Acquisition Integration, Project Management, Financial Audits, Accounting, Human Resources, Financial Services, Tax, Mergers & Acquisitions, Cost Accounting, Business Intelligence, Revenue Recognition, Consolidation, P&L Management, Management, Executive Management, Cash Management, Forensic Accounting, Restructuring, Strategic Planning, Sales Operations
Education
University of Detroit Mercy 1981 — 1984
MBA
University of Notre Dame 1976 — 1980
BBA, Finance
Xavier High School
UHY Advisors October 2011 - Present
Experis (formerly Jefferson Wells) November 2010 - September 2011
Jefferson Wells August 2003 - November 2010
Computer Sciences Corporation October 1995 - August 2003
Coopers & Lybrand Consulting April 1983 - October 1995
Skills
Consulting, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., IT Audit, Auditing, Business Process..., SEC filings, Due Diligence, Financial Reporting, Risk Assessment, Business Process, Fraud, Finance, Strategy, Sarbanes-Oxley, Strategic Financial..., Financial Risk, Governance, CPA, Management Consulting, GAAP, Risk Management, Financial Accounting, Process Improvement, Financial Modeling, Managerial Finance, Financial Analysis, US GAAP, Acquisition Integration, Project Management, Financial Audits, Accounting, Human Resources, Financial Services, Tax, Mergers & Acquisitions, Cost Accounting, Business Intelligence, Revenue Recognition, Consolidation, P&L Management, Management, Executive Management, Cash Management, Forensic Accounting, Restructuring, Strategic Planning, Sales Operations
Education
University of Detroit Mercy 1981 — 1984
MBA
University of Notre Dame 1976 — 1980
BBA, Finance
Xavier High School
Charles Epp's Jefferson Wells Experience June 2004 - May 2009
Job Contract Consultant at Resources Global
Industry Financial Services
Experience
Resources Global Professionals 2012 - Present
RealPage, Inc. 2011 - 2012
Project Consulting - variety of companies 2009 - 2011
Jefferson Wells June 2004 - May 2009
Project Consulting - variety of companies 2002 - 2004
Excel Communications 2000 - 2001
KPMG 1999 - 2001
MCI Systemhouse 1997 - 1999
Durham Transportation 1995 - 1997
Austin & Texas Central Railroad 1993 - 1995
Skills
CPA, CIA, MBA, Sarbanes-Oxley Act, Sarbanes-Oxley, Business Process..., Internal Audit, Management Consulting, Financial Analysis, Risk Management, Financial Modeling, Process Improvement, Internal Controls, Auditing
Education
The University of Texas at Austin 1991 — 1993
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
Bachlor of Science, Acct / Finance
Resources Global Professionals 2012 - Present
RealPage, Inc. 2011 - 2012
Project Consulting - variety of companies 2009 - 2011
Jefferson Wells June 2004 - May 2009
Project Consulting - variety of companies 2002 - 2004
Excel Communications 2000 - 2001
KPMG 1999 - 2001
MCI Systemhouse 1997 - 1999
Durham Transportation 1995 - 1997
Austin & Texas Central Railroad 1993 - 1995
Skills
CPA, CIA, MBA, Sarbanes-Oxley Act, Sarbanes-Oxley, Business Process..., Internal Audit, Management Consulting, Financial Analysis, Risk Management, Financial Modeling, Process Improvement, Internal Controls, Auditing
Education
The University of Texas at Austin 1991 — 1993
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
Bachlor of Science, Acct / Finance
Karen Remmel's Jefferson Wells Experience March 2005 - December 2008
Job Accountant at Republic Services
Industry Accounting
Experience
Republic Services February 2015 - Present
Republic Services September 2013 - February 2015
Republic Services Inc December 2011 - September 2013
Accounting/Audit Consultant January 2009 - December 2011
Jefferson Wells March 2005 - December 2008
Allied Waste/Laidlaw September 1987 - March 2005
Skills
GAAP, Forecasting, Internal Controls, Sarbanes-Oxley Act, General Ledger, Variance Analysis, Fixed Assets, Financial Statements, Revenue Recognition, Account Reconciliation, Cost Accounting, Journal Entries
Education
The University of Texas at Austin 1975 — 1979
BBA, Accounting
Republic Services February 2015 - Present
Republic Services September 2013 - February 2015
Republic Services Inc December 2011 - September 2013
Accounting/Audit Consultant January 2009 - December 2011
Jefferson Wells March 2005 - December 2008
Allied Waste/Laidlaw September 1987 - March 2005
Skills
GAAP, Forecasting, Internal Controls, Sarbanes-Oxley Act, General Ledger, Variance Analysis, Fixed Assets, Financial Statements, Revenue Recognition, Account Reconciliation, Cost Accounting, Journal Entries
Education
The University of Texas at Austin 1975 — 1979
BBA, Accounting
Patrick Watkins, CPA's Jefferson Wells Experience January 2007 - July 2009
Job Controller
Industry Retail
Experience
Certified Oil 2012 - Present
Mount Carmel Health System February 2010 - January 2012
Jefferson Wells January 2007 - July 2009
Donatos Pizzeria LLC March 2003 - January 2007
Accel Inc. October 2001 - May 2002
Bob Evans March 1994 - October 2001
Nestle January 1990 - March 1994
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, General Ledger, Fixed Assets, Forecasting, Budgets, Account Reconciliation, SEC Reporting, Process Improvement, Software Installation
Education
The Ohio State University Fisher College of Business 1978 — 1983
Business Administration, Transportation and Logistics
Youngstown State University 1986 — 1987
Business Administration, Accounting
Certified Oil 2012 - Present
Mount Carmel Health System February 2010 - January 2012
Jefferson Wells January 2007 - July 2009
Donatos Pizzeria LLC March 2003 - January 2007
Accel Inc. October 2001 - May 2002
Bob Evans March 1994 - October 2001
Nestle January 1990 - March 1994
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, General Ledger, Fixed Assets, Forecasting, Budgets, Account Reconciliation, SEC Reporting, Process Improvement, Software Installation
Education
The Ohio State University Fisher College of Business 1978 — 1983
Business Administration, Transportation and Logistics
Youngstown State University 1986 — 1987
Business Administration, Accounting
John Van der Wiel's Jefferson Wells Experience August 2004 - March 2007
Job Chief Financial Officer at Frontier Oilfield Services, Inc.
Industry Accounting
Experience
Frontier Oilfield Services, Inc. July 2013 - Present
Harris & Dickey October 2011 - December 2012
Robert Half Management Resources September 2010 - September 2011
Accretive Solutions March 2007 - May 2009
Jefferson Wells August 2004 - March 2007
Cadbury Schweppes March 2003 - August 2004
US Telemetry November 2001 - December 2002
Paging Network (Pagenet) October 1990 - May 2001
Ernst & Young June 1981 - August 1990
Skills
Hyperion Enterprise, Essbase, Risk Management, Corporate Finance, Treasury, Business Process..., Finance, Shared Services, Financial Accounting, Enterprise Risk..., Variance Analysis, IT Audit, IPO, US GAAP, Management Consulting, Strategic Financial..., Restructuring, Budget, Business Strategy, Change Management, Consolidation, Business Analysis
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Accounting/Finance
Yale University 1975 — 1979
BA, Econ
Frontier Oilfield Services, Inc. July 2013 - Present
Harris & Dickey October 2011 - December 2012
Robert Half Management Resources September 2010 - September 2011
Accretive Solutions March 2007 - May 2009
Jefferson Wells August 2004 - March 2007
Cadbury Schweppes March 2003 - August 2004
US Telemetry November 2001 - December 2002
Paging Network (Pagenet) October 1990 - May 2001
Ernst & Young June 1981 - August 1990
Skills
Hyperion Enterprise, Essbase, Risk Management, Corporate Finance, Treasury, Business Process..., Finance, Shared Services, Financial Accounting, Enterprise Risk..., Variance Analysis, IT Audit, IPO, US GAAP, Management Consulting, Strategic Financial..., Restructuring, Budget, Business Strategy, Change Management, Consolidation, Business Analysis
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Accounting/Finance
Yale University 1975 — 1979
BA, Econ
William Goldberg's Jefferson Wells Experience May 2008 - October 2009
Job Financial Services Process & Controls
Industry Accounting
Experience
Ernst & Young October 2012 - Present
American Express October 2009 - August 2012
Jefferson Wells May 2008 - October 2009
KPMG August 2006 - February 2008
KPMG September 2005 - August 2006
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Process Improvement, Enterprise Risk..., Internal Controls, SQL, Tax Preparation, FDICIA, Banking, Deposits, G/L Reconciliations, Process Optimization, Risk Management, Risk Assessment, Data Analysis, Business Process, Accounting
Education
State University of New York at Albany 2004 — 2005
MS, Taxation
University at Albany, SUNY 2002 — 2004
BS, Accounting
Ernst & Young October 2012 - Present
American Express October 2009 - August 2012
Jefferson Wells May 2008 - October 2009
KPMG August 2006 - February 2008
KPMG September 2005 - August 2006
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Process Improvement, Enterprise Risk..., Internal Controls, SQL, Tax Preparation, FDICIA, Banking, Deposits, G/L Reconciliations, Process Optimization, Risk Management, Risk Assessment, Data Analysis, Business Process, Accounting
Education
State University of New York at Albany 2004 — 2005
MS, Taxation
University at Albany, SUNY 2002 — 2004
BS, Accounting
Kenneth S. Carey, CPA's Jefferson Wells Experience February 2010 - April 2011
Job Consultant at Resources Global Professionals
Industry Management Consulting
Experience
Resources Global Professionals April 2011 - Present
Jefferson Wells February 2010 - April 2011
Spherion July 2009 - July 2009
USI Insurance Services March 2007 - May 2009
Accume Partners July 2004 - December 2006
KPMG LLP August 1997 - March 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., Sarbanes-Oxley, Auditing, Financial Reporting, IT Audit, Business Process..., Accounting, Risk Management, Financial Analysis, GAAP, Financial Audits, Process Improvement, Managerial Finance, Financial Accounting, Governance, US GAAP
Education
University of Florida
Master's degree, Accounting
University of Florida
Bachelor of Science (B.S.), Accounting
Resources Global Professionals April 2011 - Present
Jefferson Wells February 2010 - April 2011
Spherion July 2009 - July 2009
USI Insurance Services March 2007 - May 2009
Accume Partners July 2004 - December 2006
KPMG LLP August 1997 - March 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., Sarbanes-Oxley, Auditing, Financial Reporting, IT Audit, Business Process..., Accounting, Risk Management, Financial Analysis, GAAP, Financial Audits, Process Improvement, Managerial Finance, Financial Accounting, Governance, US GAAP
Education
University of Florida
Master's degree, Accounting
University of Florida
Bachelor of Science (B.S.), Accounting
Laurette McCormick, CPA, MBA's Jefferson Wells Experience February 2000 - June 2003
Job Division Controller Insurance at EMSI
Industry Insurance
Experience
EMSI 2013 - Present
Robert Half Finance & Accounting October 2011 - October 2012
Advantage Professional May 2011 - September 2011
7-Eleven August 2010 - April 2011
7-Eleven 2009 - August 2010
Heritage Bag Company July 2005 - October 2008
Dal-Tile, Inc. July 2003 - July 2005
Jefferson Wells February 2000 - June 2003
Precept Business Services May 1998 - January 2000
American Pad & Paper November 1996 - May 1998
Skills
Accounting, Financial Reporting, Tax, Mergers, Finance, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Interviews, Internal Controls, Cost Accounting, Employee Benefits, Recruiting, Internal Audit, Forecasting, Financial Analysis, Leadership, Financial Services, Insurance, Financial Accounting, GAAP, Variance Analysis
Education
The University of Texas at Dallas 1993 — 1995
MBA, Management
The University of Texas at San Antonio 1983 — 1987
BBA, Accounting
EMSI 2013 - Present
Robert Half Finance & Accounting October 2011 - October 2012
Advantage Professional May 2011 - September 2011
7-Eleven August 2010 - April 2011
7-Eleven 2009 - August 2010
Heritage Bag Company July 2005 - October 2008
Dal-Tile, Inc. July 2003 - July 2005
Jefferson Wells February 2000 - June 2003
Precept Business Services May 1998 - January 2000
American Pad & Paper November 1996 - May 1998
Skills
Accounting, Financial Reporting, Tax, Mergers, Finance, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Interviews, Internal Controls, Cost Accounting, Employee Benefits, Recruiting, Internal Audit, Forecasting, Financial Analysis, Leadership, Financial Services, Insurance, Financial Accounting, GAAP, Variance Analysis
Education
The University of Texas at Dallas 1993 — 1995
MBA, Management
The University of Texas at San Antonio 1983 — 1987
BBA, Accounting
Melissa Pike's Jefferson Wells Experience 1998 - 2002
Job Independent Director with The Pampered Chef
Industry Consumer Goods
Experience
The Pampered Chef February 2005 - Present
Jefferson Wells 1998 - 2002
Education
The Ohio State University 1985 — 1991
BS, Education
The Pampered Chef February 2005 - Present
Jefferson Wells 1998 - 2002
Education
The Ohio State University 1985 — 1991
BS, Education
Ed Monaghan's Jefferson Wells Experience March 2003 - Present
Job Professional at Jefferson Wells
Industry Automotive
Experience
Jefferson Wells March 2003 - Present
Dorma Glas, GMBH June 1998 - January 2003
Sales Service America/United Way April 1991 - June 1998
Skills
Sarbanes-Oxley Act, Internal Controls, Process Improvement, Internal Audit, Auditing, Accounting, Business Process..., Enterprise Risk..., Management Consulting, Financial Reporting, Financial Analysis, Talent Acquisition, Sarbanes-Oxley
Education
University of Detroit Mercy 1973 — 1975
Master of Business Administration (MBA), Finance
University of Detroit Mercy 1969 — 1973
Bachelor of Business Administration (BBA), Accounting and Business/Management
Jefferson Wells March 2003 - Present
Dorma Glas, GMBH June 1998 - January 2003
Sales Service America/United Way April 1991 - June 1998
Skills
Sarbanes-Oxley Act, Internal Controls, Process Improvement, Internal Audit, Auditing, Accounting, Business Process..., Enterprise Risk..., Management Consulting, Financial Reporting, Financial Analysis, Talent Acquisition, Sarbanes-Oxley
Education
University of Detroit Mercy 1973 — 1975
Master of Business Administration (MBA), Finance
University of Detroit Mercy 1969 — 1973
Bachelor of Business Administration (BBA), Accounting and Business/Management
Deborah Turner, CPA's Jefferson Wells Experience 2004 - 2006
Job Experienced CFO, Director of Shared Services, Director of Finance Financial Planning and Budgets
Industry Financial Services
Experience
Thomas Edwards Group January 2014 - August 2014
Johnson Products Company, Inc. 2009 - 2013
Vought Aircraft 2007 - 2009
DynCorp International 2006 - 2007
Jefferson Wells 2004 - 2006
Pursuit of Venture Capital Funding 2003 - 2004
American Excelsior 2001 - 2003
Global Employer's Network 1997 - 2001
The Walt Disney Company 1993 - 1997
J. Ronald Allen, CPAs 1988 - 1993
Skills
Mergers, Financial Process..., Capital Allocation, Acquisition Integration, Auditing, Financial Reporting, Forecasting, Financial Analysis, Sarbanes-Oxley Act, Government Accounting, US GAAP, Budgets, Internal Controls, Business Analysis, Variance Analysis, Due Diligence, Mergers & Acquisitions, Internal Audit, Accounting, GAAP, Finance, SEC filings, Business Planning, Strategic Financial..., Analysis, Cash Flow, Strategy, Sarbanes-Oxley, Managerial Finance, Financial Modeling, Management, ERP, Cost Accounting, Revenue Recognition, Strategic Planning, Business Development, Process Improvement, SAP, Hyperion Enterprise, General Ledger, Restructuring, Financial Accounting, Financial Audits, Private Equity, Corporate Finance, Business Process..., Executive Management, Consolidation, P&L, Shared Services
Education
The University of Texas at Arlington - College of Business
BBA, Accounting
Thomas Edwards Group January 2014 - August 2014
Johnson Products Company, Inc. 2009 - 2013
Vought Aircraft 2007 - 2009
DynCorp International 2006 - 2007
Jefferson Wells 2004 - 2006
Pursuit of Venture Capital Funding 2003 - 2004
American Excelsior 2001 - 2003
Global Employer's Network 1997 - 2001
The Walt Disney Company 1993 - 1997
J. Ronald Allen, CPAs 1988 - 1993
Skills
Mergers, Financial Process..., Capital Allocation, Acquisition Integration, Auditing, Financial Reporting, Forecasting, Financial Analysis, Sarbanes-Oxley Act, Government Accounting, US GAAP, Budgets, Internal Controls, Business Analysis, Variance Analysis, Due Diligence, Mergers & Acquisitions, Internal Audit, Accounting, GAAP, Finance, SEC filings, Business Planning, Strategic Financial..., Analysis, Cash Flow, Strategy, Sarbanes-Oxley, Managerial Finance, Financial Modeling, Management, ERP, Cost Accounting, Revenue Recognition, Strategic Planning, Business Development, Process Improvement, SAP, Hyperion Enterprise, General Ledger, Restructuring, Financial Accounting, Financial Audits, Private Equity, Corporate Finance, Business Process..., Executive Management, Consolidation, P&L, Shared Services
Education
The University of Texas at Arlington - College of Business
BBA, Accounting
Janice deRoulet's Jefferson Wells Experience 1998 - 2005
Job Internal Audit Consultant
Industry Accounting
Experience
Self Employed SOX ComplianceSCI2006 - 2008
Westlake Chemical 2005 - 2006
Jefferson Wells 1998 - 2005
Hughes Tool 1982 - 1986
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Accounting
Education
University of Houston 1979 — 1982
BA, Accounting
Texas Tech University 1969 — 1974
BS, Elementry Education
Hobbs High
Self Employed SOX ComplianceSCI2006 - 2008
Westlake Chemical 2005 - 2006
Jefferson Wells 1998 - 2005
Hughes Tool 1982 - 1986
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Accounting
Education
University of Houston 1979 — 1982
BA, Accounting
Texas Tech University 1969 — 1974
BS, Elementry Education
Hobbs High
Rene Dominguez's Jefferson Wells Experience 2005 - 2008
Job Sr Tax Accountant at Dominguez Tax Services
Industry Accounting
Experience
Dominguez Tax Services 2008 - Present
SolomonEdwardsGroup 2011 - 2011
Titus 2009 - 2009
Jefferson Wells 2005 - 2008
Jefferson Wells 2005 - 2008
KBR, Inc. 2003 - 2004
Enbridge Pipelines 2000 - 2000
Enbridge Pipelines 2000 - 2000
JPMorgan Chase January 1995 - December 1995
Skills
Corporate Tax, SAP, Corporate Finance, Sarbanes-Oxley Act, Auditing, Internal Controls, Due Diligence, Financial Analysis, Risk Assessment, Process Improvement, Accounting, Financial Reporting, Internal Audit, Change Management, Sales, Financial Accounting, Cash Flow, Troubleshooting, Accounts Payable, Managerial Finance, Payroll, Forecasting, Tax, Sarbanes-Oxley, QuickBooks, Tax Accounting, Financial Audits, Mergers & Acquisitions, CPA, SEC filings, US GAAP, Income Tax, GAAP, Small Business, Budgets, Finance, Variance Analysis, Tax Research, Fixed Assets, PeopleSoft, IFRS, Property Tax, Accounts Receivable, Financial Statements, Strategic Financial..., Big 4, Cash Management, Account Reconciliation, International Tax, Financial Modeling
Education
Texas A&M University-Kingsville 1987 — 1989
B.B.A., Business
Texas A&M University-Kingsville 1987 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
Dominguez Tax Services 2008 - Present
SolomonEdwardsGroup 2011 - 2011
Titus 2009 - 2009
Jefferson Wells 2005 - 2008
Jefferson Wells 2005 - 2008
KBR, Inc. 2003 - 2004
Enbridge Pipelines 2000 - 2000
Enbridge Pipelines 2000 - 2000
JPMorgan Chase January 1995 - December 1995
Skills
Corporate Tax, SAP, Corporate Finance, Sarbanes-Oxley Act, Auditing, Internal Controls, Due Diligence, Financial Analysis, Risk Assessment, Process Improvement, Accounting, Financial Reporting, Internal Audit, Change Management, Sales, Financial Accounting, Cash Flow, Troubleshooting, Accounts Payable, Managerial Finance, Payroll, Forecasting, Tax, Sarbanes-Oxley, QuickBooks, Tax Accounting, Financial Audits, Mergers & Acquisitions, CPA, SEC filings, US GAAP, Income Tax, GAAP, Small Business, Budgets, Finance, Variance Analysis, Tax Research, Fixed Assets, PeopleSoft, IFRS, Property Tax, Accounts Receivable, Financial Statements, Strategic Financial..., Big 4, Cash Management, Account Reconciliation, International Tax, Financial Modeling
Education
Texas A&M University-Kingsville 1987 — 1989
B.B.A., Business
Texas A&M University-Kingsville 1987 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
Kevin Holder's Jefferson Wells Experience 2005 - 2013
Job Independent Financial Consultant
Industry Accounting
Experience
Independent Consultant 2013 - Present
Jefferson Wells 2005 - 2013
Amcast Industrial Corporation 1998 - 2005
Joseph Decosimo & Company 1994 - 1998
General Cable 1992 - 1994
The Penn Central Corporation 1987 - 1992
Hillenbrand Inc. 1983 - 1987
Skills
Sarbanes-Oxley Act, Budgets, Enterprise Risk..., Internal Audit, Auditing, Sarbanes-Oxley, Continuous Auditing, Continuous Monitoring, Financial Analysis, Internal Controls, Variance Analysis, SEC filings, Management, GAAP, CPA, Financial Reporting, COSO, Accounting, Managerial Finance, Cost Accounting
Education
University of Alabama 1976 — 1980
BS, Accountantcy
Independent Consultant 2013 - Present
Jefferson Wells 2005 - 2013
Amcast Industrial Corporation 1998 - 2005
Joseph Decosimo & Company 1994 - 1998
General Cable 1992 - 1994
The Penn Central Corporation 1987 - 1992
Hillenbrand Inc. 1983 - 1987
Skills
Sarbanes-Oxley Act, Budgets, Enterprise Risk..., Internal Audit, Auditing, Sarbanes-Oxley, Continuous Auditing, Continuous Monitoring, Financial Analysis, Internal Controls, Variance Analysis, SEC filings, Management, GAAP, CPA, Financial Reporting, COSO, Accounting, Managerial Finance, Cost Accounting
Education
University of Alabama 1976 — 1980
BS, Accountantcy
Tina Salinas's Jefferson Wells Experience March 2003 - April 2005
Job Manager of Audits at Georgia Department of Revenue
Industry Government Administration
Experience
Georgia Department of Revenue October 2010 - Present
Georgia Department of Revenue May 2007 - September 2010
Southern Union May 2005 - April 2007
Jefferson Wells March 2003 - April 2005
Enron 1999 - 2003
Shell Services 1998 - 1999
Service Corp International 1994 - 1998
Skills
Tax, Tax Audits, Tax Compliance, Tax Research, Auditing, Accounts Payable, Sales Tax, Excel
Education
University of Houston
BBA, Accounting and Finance
Georgia Department of Revenue October 2010 - Present
Georgia Department of Revenue May 2007 - September 2010
Southern Union May 2005 - April 2007
Jefferson Wells March 2003 - April 2005
Enron 1999 - 2003
Shell Services 1998 - 1999
Service Corp International 1994 - 1998
Skills
Tax, Tax Audits, Tax Compliance, Tax Research, Auditing, Accounts Payable, Sales Tax, Excel
Education
University of Houston
BBA, Accounting and Finance
Duane L Barnard's Jefferson Wells Experience 2004 - 2006
Job Controller | Assistant Controller | Chief Financial Officer | Accounting and Financial Consultant | CPA (inactive)
Industry Financial Services
Experience
Barnard Financial Services 2011 - Present
Colorado Capital Bank 2010 - May 2011
Robert Half Management Resources 2008 - 2010
Pacesetter Claims Service 2006 - 2008
Jefferson Wells 2004 - 2006
Community Banks of Colorado 1995 - 2004
Telelink Systems 1991 - 1995
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Operating and Capital..., Accounts Receivable, Strategic Planning, Financial Statement..., Internal Control..., Public Accounting, Executive Management..., Full Cycle Accounting, Financial Analysis, Payroll, Tax Reporting, Regulatory Reporting
Education
University of Colorado at Boulder
B.A. Political Science, Political Science and Government
University of Colorado at Denver
Post Graduate Studies in Accounting and Finance
Barnard Financial Services 2011 - Present
Colorado Capital Bank 2010 - May 2011
Robert Half Management Resources 2008 - 2010
Pacesetter Claims Service 2006 - 2008
Jefferson Wells 2004 - 2006
Community Banks of Colorado 1995 - 2004
Telelink Systems 1991 - 1995
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Operating and Capital..., Accounts Receivable, Strategic Planning, Financial Statement..., Internal Control..., Public Accounting, Executive Management..., Full Cycle Accounting, Financial Analysis, Payroll, Tax Reporting, Regulatory Reporting
Education
University of Colorado at Boulder
B.A. Political Science, Political Science and Government
University of Colorado at Denver
Post Graduate Studies in Accounting and Finance
Francis Pompey's Jefferson Wells Experience 2000 - 2002
Job CFO, Senior Vice President Administration and Finance at COSI Center of Science and Industry
Industry Financial Services
Experience
COSI - Center of Science and Industry February 2015 - Present
Huntington National Bank November 2012 - Present
Ohio Department of Education November 2009 - November 2011
Huntington National Bank January 2007 - October 2009
Huntington National Bank 2004 - 2007
Huntington National Bank 2002 - 2004
Jefferson Wells 2000 - 2002
Bank One 1992 - 2000
Deloitte 1986 - 1992
Skills
Forecasting, Management, Risk Management, Change Management, Finance, Recruiting, Strategy, Banking, Analysis, Financial Analysis, Strategic Planning, Public Relations, Auditing, Due Diligence, Corporate Finance, Financial Modeling, Financial Reporting, Accounting, Budgets, Program Management, Business Strategy, Strategic Financial..., Business Development, CRM, Integration, Business Intelligence
Education
The Ohio State University - The Max M. Fisher College of Business 1981 — 1986
BSBA, Accounting and Finance, 3.4
Miller High School 1978 — 1981
COSI - Center of Science and Industry February 2015 - Present
Huntington National Bank November 2012 - Present
Ohio Department of Education November 2009 - November 2011
Huntington National Bank January 2007 - October 2009
Huntington National Bank 2004 - 2007
Huntington National Bank 2002 - 2004
Jefferson Wells 2000 - 2002
Bank One 1992 - 2000
Deloitte 1986 - 1992
Skills
Forecasting, Management, Risk Management, Change Management, Finance, Recruiting, Strategy, Banking, Analysis, Financial Analysis, Strategic Planning, Public Relations, Auditing, Due Diligence, Corporate Finance, Financial Modeling, Financial Reporting, Accounting, Budgets, Program Management, Business Strategy, Strategic Financial..., Business Development, CRM, Integration, Business Intelligence
Education
The Ohio State University - The Max M. Fisher College of Business 1981 — 1986
BSBA, Accounting and Finance, 3.4
Miller High School 1978 — 1981
Christopher Biczynski's Jefferson Wells Experience December 1999 - April 2002
Job Solar Sales Agent at Solar Community
Industry Renewables & Environment
Experience
Solar Community July 2011 - Present
Solar Direct June 2006 - June 2011
Green Mountain Energy Company January 2003 - August 2005
Solarcraft, Inc. April 2002 - November 2002
Jefferson Wells December 1999 - April 2002
ABS Consulting April 1991 - December 1999
Education
The University of Texas at Austin 1986 — 1990
B,A.
Solar Community July 2011 - Present
Solar Direct June 2006 - June 2011
Green Mountain Energy Company January 2003 - August 2005
Solarcraft, Inc. April 2002 - November 2002
Jefferson Wells December 1999 - April 2002
ABS Consulting April 1991 - December 1999
Education
The University of Texas at Austin 1986 — 1990
B,A.
Carl Szajkovics's Jefferson Wells Experience 2004 - 2006
Job Treasurer (Volunteer Position) at Vietnam Veterans of America Chapter 693
Industry Wholesale
Experience
American Legion Post 75, Geneva, IL May 2014 - Present
Vietnam Veterans of America Chapter 693 April 2014 - Present
Richardson Electronics, Ltd February 2012 - Present
The Chicago Tax Club January 2012 - December 2012
Richardson Electronics, Ltd. February 2006 - February 2012
The Chicago Tax Club January 2011 - December 2011
Jefferson Wells 2004 - 2006
Arthur Andersen LLC 1988 - 2002
The United States of America Army February 1968 - December 1970
Skills
Auditing, Accounting, Financial Reporting, Tax, Microsoft Excel
Education
University of Houston-Downtown
Master's Degree - Taxation, Taxation
American Legion Post 75, Geneva, IL May 2014 - Present
Vietnam Veterans of America Chapter 693 April 2014 - Present
Richardson Electronics, Ltd February 2012 - Present
The Chicago Tax Club January 2012 - December 2012
Richardson Electronics, Ltd. February 2006 - February 2012
The Chicago Tax Club January 2011 - December 2011
Jefferson Wells 2004 - 2006
Arthur Andersen LLC 1988 - 2002
The United States of America Army February 1968 - December 1970
Skills
Auditing, Accounting, Financial Reporting, Tax, Microsoft Excel
Education
University of Houston-Downtown
Master's Degree - Taxation, Taxation
Athena Payne, CPA's Jefferson Wells Experience January 2000 - January 2005
Job Independent Internal Audit and Accounting Consultant
Industry Accounting
Experience
Athena W. Payne, CPA January 2008 - Present
Choice Business Solutions October 2010 - January 2014
More Than Conquerors, Inc. September 2011 - September 2013
UHY Advisors July 2010 - August 2011
DeKalb Medical Center January 2008 - April 2010
DeKalb Medical Center May 2005 - February 2007
Jefferson Wells January 2000 - January 2005
Jefferson Wells January 2000 - January 2005
AFC Worldwide Express January 1997 - January 1999
Atlanta Committee for the Olympic Games (ACOG) January 1992 - January 1997
Skills
Internal Audit, Financial Reporting, Financial Modeling, Financial Accounting, Federal Grants..., External Audit, Microsoft Excel, SAP, Lawson General Ledger, PeopleSoft, PowerPoint, Access, NextGen, Envision, QuickBooks, ADP Payroll, Paychex, Enterprise Risk..., SOX 404, Visio
Education
University of Georgia - Terry College of Business
Bachelor's, Business Administration; Accounting
Athena W. Payne, CPA January 2008 - Present
Choice Business Solutions October 2010 - January 2014
More Than Conquerors, Inc. September 2011 - September 2013
UHY Advisors July 2010 - August 2011
DeKalb Medical Center January 2008 - April 2010
DeKalb Medical Center May 2005 - February 2007
Jefferson Wells January 2000 - January 2005
Jefferson Wells January 2000 - January 2005
AFC Worldwide Express January 1997 - January 1999
Atlanta Committee for the Olympic Games (ACOG) January 1992 - January 1997
Skills
Internal Audit, Financial Reporting, Financial Modeling, Financial Accounting, Federal Grants..., External Audit, Microsoft Excel, SAP, Lawson General Ledger, PeopleSoft, PowerPoint, Access, NextGen, Envision, QuickBooks, ADP Payroll, Paychex, Enterprise Risk..., SOX 404, Visio
Education
University of Georgia - Terry College of Business
Bachelor's, Business Administration; Accounting
Deanne Nirider's Jefferson Wells Experience 2001 - 2005
Job Manager, Financial Controls Unit at AIG
Industry Insurance
Experience
AIG August 2010 - Present
AIG American General July 2005 - August 2010
Jefferson Wells 2001 - 2005
Audit Force 1999 - 2001
Equinox Oil Company 1997 - 1999
Ashland Exploration, Inc. 1995 - 1997
Columbia Gas Developement Corp. 1990 - 1995
United States Embassy, Riyadh, Saudi Arabia 1989 - 1989
Damson Oil & Gas 1984 - 1989
Skills
Accounting, Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Internal Audit, SEC filings, Risk Management, US GAAP, GAAP, Financial Reporting, Insurance, Accounts Payable, Financial Audits, Financial Analysis, Process Improvement, Revenue, SEC Filings
Education
North Harris County College
Associate in Accounting
University of Houston
Bachelors, Accounting
AIG August 2010 - Present
AIG American General July 2005 - August 2010
Jefferson Wells 2001 - 2005
Audit Force 1999 - 2001
Equinox Oil Company 1997 - 1999
Ashland Exploration, Inc. 1995 - 1997
Columbia Gas Developement Corp. 1990 - 1995
United States Embassy, Riyadh, Saudi Arabia 1989 - 1989
Damson Oil & Gas 1984 - 1989
Skills
Accounting, Auditing, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Internal Audit, SEC filings, Risk Management, US GAAP, GAAP, Financial Reporting, Insurance, Accounts Payable, Financial Audits, Financial Analysis, Process Improvement, Revenue, SEC Filings
Education
North Harris County College
Associate in Accounting
University of Houston
Bachelors, Accounting
Charles Epp's Jefferson Wells Experience 2004 - 2009
Job
Industry
Experience
Resources Global Professionals 2012 - Present
REALPAGE, INC. - Dallas, Texas 2011 - 2012
Financial Contractor 2009 - 2011
Jefferson Wells 2004 - 2009
Various 2002 - 2004
Excel Communications 2001 - 2002
KPMG 1999 - 2001
MCI SYSTEMHOUSE, INC 1997 - 1999
DURHAM TRANSPORTATION, INC 1995 - 1997
Austin and Texas Central Railroad 1993 - 1995
Skills
Financial Reporting, Forecasting, Financial Analysis, Internal Audit, Auditing, Accounting, Budgets, Finance, Analysis, Business Planning, Cash Management, Project Planning, Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act
Education
The University of Texas at Austin 1991 — 1993
Master of Business Administration (MBA), Marketing / Entrepreneurship
University of Pennsylvania 1981 — 1985
Bachelor of Science (BS), Economics
Resources Global Professionals 2012 - Present
REALPAGE, INC. - Dallas, Texas 2011 - 2012
Financial Contractor 2009 - 2011
Jefferson Wells 2004 - 2009
Various 2002 - 2004
Excel Communications 2001 - 2002
KPMG 1999 - 2001
MCI SYSTEMHOUSE, INC 1997 - 1999
DURHAM TRANSPORTATION, INC 1995 - 1997
Austin and Texas Central Railroad 1993 - 1995
Skills
Financial Reporting, Forecasting, Financial Analysis, Internal Audit, Auditing, Accounting, Budgets, Finance, Analysis, Business Planning, Cash Management, Project Planning, Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act
Education
The University of Texas at Austin 1991 — 1993
Master of Business Administration (MBA), Marketing / Entrepreneurship
University of Pennsylvania 1981 — 1985
Bachelor of Science (BS), Economics
William Wehling's Jefferson Wells Experience May 2000 - Present
Job Professional Staff at Jefferson Wells
Industry Management Consulting
Experience
Jefferson Wells May 2000 - Present
Education
The Ohio State University Fisher College of Business 1985 — 1990
BSBA, Accounting
Jefferson Wells May 2000 - Present
Education
The Ohio State University Fisher College of Business 1985 — 1990
BSBA, Accounting
Lisa Statham's Jefferson Wells Experience 2002 - 2003
Job Senior Project Controller at Unisys Corporation
Industry Outsourcing/Offshoring
Experience
Unisys Corporation February 2007 - Present
AMERICAN ACHIEVEMENT CORPORATION December 2003 - February 2007
Jefferson Wells 2002 - 2003
Tandem Computers, Inc. 1983 - 1999
Skills
PMO, PMP, ITIL, Project Portfolio..., Project Delivery, Business Process..., Vendor Management, Project Management, Change Management, Process Improvement, BPO, Analysis, Management, Service Delivery, Outsourcing, Business Process, Integration, Resource Management
Education
The University of Texas at Austin 1978 — 1982
Bachelors of Business Administration, Finance, General
Unisys Corporation February 2007 - Present
AMERICAN ACHIEVEMENT CORPORATION December 2003 - February 2007
Jefferson Wells 2002 - 2003
Tandem Computers, Inc. 1983 - 1999
Skills
PMO, PMP, ITIL, Project Portfolio..., Project Delivery, Business Process..., Vendor Management, Project Management, Change Management, Process Improvement, BPO, Analysis, Management, Service Delivery, Outsourcing, Business Process, Integration, Resource Management
Education
The University of Texas at Austin 1978 — 1982
Bachelors of Business Administration, Finance, General
Tim Cheng, CPA's Jefferson Wells Experience June 1999 - August 2002
Job Accounting Professional
Industry Accounting
Experience
CGG February 2014 - March 2015
CGG January 2011 - January 2014
Transocean August 2008 - October 2010
Halliburton September 2002 - July 2008
Jefferson Wells June 1999 - August 2002
Geo-Thales/Racal NCS, Inc October 1995 - May 1999
Instrument Specialties Co., Inc June 1993 - September 1995
Skills
Internal Controls, Accounting, Internal Audit, Auditing, Variance Analysis, Financial Reporting, Fixed Assets, Sarbanes-Oxley Act, US GAAP, Due Diligence, GAAP, Financial Accounting, SAP, Financial Analysis, Financial Audits
Education
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration, Accounting and Finance
German Singapore Institute 1983 — 1985
Associate Degree, Industrial Engineering
CGG February 2014 - March 2015
CGG January 2011 - January 2014
Transocean August 2008 - October 2010
Halliburton September 2002 - July 2008
Jefferson Wells June 1999 - August 2002
Geo-Thales/Racal NCS, Inc October 1995 - May 1999
Instrument Specialties Co., Inc June 1993 - September 1995
Skills
Internal Controls, Accounting, Internal Audit, Auditing, Variance Analysis, Financial Reporting, Fixed Assets, Sarbanes-Oxley Act, US GAAP, Due Diligence, GAAP, Financial Accounting, SAP, Financial Analysis, Financial Audits
Education
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration, Accounting and Finance
German Singapore Institute 1983 — 1985
Associate Degree, Industrial Engineering
Patrick Samuelson's Jefferson Wells Experience 1999 - 2002
Job at
Industry Oil & Energy
Experience
E&M Services, LLC April 2014 - Present
Wallace & Hubert, Inc December 2010 - Present
Mitchell's Oil Field Services June 2011 - April 2014
Global Ethanol October 2008 - February 2011
Coltivare LLC 2006 - 2009
Midwest Grain Processors, LLC 2002 - 2005
Jefferson Wells 1999 - 2002
Farmland-Atwood 1973 - 1999
Skills
Mergers, Financial Modeling, Financial Analysis, Accounting, Process Improvement, Analysis, Budgets, Due Diligence, Energy, Finance, Forecasting, Financial Reporting, Financial Planning, Internal Controls, Management, Manufacturing, Mergers, Risk Management, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning
Education
The University of North Dakota 1969 — 1973
BS, Accounting
E&M Services, LLC April 2014 - Present
Wallace & Hubert, Inc December 2010 - Present
Mitchell's Oil Field Services June 2011 - April 2014
Global Ethanol October 2008 - February 2011
Coltivare LLC 2006 - 2009
Midwest Grain Processors, LLC 2002 - 2005
Jefferson Wells 1999 - 2002
Farmland-Atwood 1973 - 1999
Skills
Mergers, Financial Modeling, Financial Analysis, Accounting, Process Improvement, Analysis, Budgets, Due Diligence, Energy, Finance, Forecasting, Financial Reporting, Financial Planning, Internal Controls, Management, Manufacturing, Mergers, Risk Management, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning
Education
The University of North Dakota 1969 — 1973
BS, Accounting
Kim Horton's Jefferson Wells Experience March 2005 - February 2007
Job CPA
Industry Accounting
Experience
Durbin & Company, LLP February 2011 - April 2013
Baylor Health Care System February 2007 - July 2011
Jefferson Wells March 2005 - February 2007
Omnicom Media Group October 2002 - February 2004
Ernst & Young 1998 - 2001
Durbin & Company, LLP May 1993 - June 1998
Skills
Extensive knowledge of..., SOX 404 compliance, Mentoring, Internal Controls, Financial Reporting, Auditing, Accounting, Internal Audit, GAAP, US GAAP, SEC filings, Mergers & Acquisitions, Analysis, Process Improvement, Finance, Management, Financial Statements, Sarbanes-Oxley, Start-ups, External Audit, Business Process, Software Documentation, Training, SOX 404
Education
Texas Tech University 1991 — 1993
BBA, Accounting
Univerity of Texas at Arlington 1988 — 1990
Transfered to Texas Tech, BBA Accounting
Durbin & Company, LLP February 2011 - April 2013
Baylor Health Care System February 2007 - July 2011
Jefferson Wells March 2005 - February 2007
Omnicom Media Group October 2002 - February 2004
Ernst & Young 1998 - 2001
Durbin & Company, LLP May 1993 - June 1998
Skills
Extensive knowledge of..., SOX 404 compliance, Mentoring, Internal Controls, Financial Reporting, Auditing, Accounting, Internal Audit, GAAP, US GAAP, SEC filings, Mergers & Acquisitions, Analysis, Process Improvement, Finance, Management, Financial Statements, Sarbanes-Oxley, Start-ups, External Audit, Business Process, Software Documentation, Training, SOX 404
Education
Texas Tech University 1991 — 1993
BBA, Accounting
Univerity of Texas at Arlington 1988 — 1990
Transfered to Texas Tech, BBA Accounting
Greg Porzucek's Jefferson Wells Experience June 2004 - December 2008
Job Independent Sports Professional at STATS, LLC/Major League Baseball
Industry Sports
Experience
STATS LLC April 1989 - Present
Major League Baseball April 2007 - Present
Targa Resources January 2008 - December 2008
Jefferson Wells June 2004 - December 2008
PwC June 1998 - May 2004
The Coastal Corporation December 1994 - June 1998
The American Bureau of Shipping--Quality Evaluations September 1993 - December 1994
DuPont September 1989 - September 1993
Aristech/TENN-USS Chemicals Company July 1987 - September 1989
Skills
Sports Marketing, Engineering, Internal Audit, Internal Controls, Sports, Social Media
Education
Texas A&M University 1983 — 1987
Bachelor of Science (B.S.), Chemical Engineering
University of Houston-Clear Lake 1987 — 1991
Master of Business Administration (M.B.A.)
STATS LLC April 1989 - Present
Major League Baseball April 2007 - Present
Targa Resources January 2008 - December 2008
Jefferson Wells June 2004 - December 2008
PwC June 1998 - May 2004
The Coastal Corporation December 1994 - June 1998
The American Bureau of Shipping--Quality Evaluations September 1993 - December 1994
DuPont September 1989 - September 1993
Aristech/TENN-USS Chemicals Company July 1987 - September 1989
Skills
Sports Marketing, Engineering, Internal Audit, Internal Controls, Sports, Social Media
Education
Texas A&M University 1983 — 1987
Bachelor of Science (B.S.), Chemical Engineering
University of Houston-Clear Lake 1987 — 1991
Master of Business Administration (M.B.A.)
Kathy Kantor's Jefferson Wells Experience January 2005 - June 2007
Job Corporate Controller at US Concrete
Industry Accounting
Experience
US Concrete May 2012 - Present
a real estate investment trust September 2007 - March 2012
Jefferson Wells January 2005 - June 2007
MedImmune June 1993 - June 2002
Skills
Sarbanes-Oxley, Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Controls, GAAP, SEC filings, Variance Analysis, Fixed Assets, Financial Analysis, Forecasting, Financial Statements, Cost Accounting, Mergers & Acquisitions
Education
Texas A&M University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
US Concrete May 2012 - Present
a real estate investment trust September 2007 - March 2012
Jefferson Wells January 2005 - June 2007
MedImmune June 1993 - June 2002
Skills
Sarbanes-Oxley, Sarbanes-Oxley Act, Accounting, Financial Reporting, Internal Controls, GAAP, SEC filings, Variance Analysis, Fixed Assets, Financial Analysis, Forecasting, Financial Statements, Cost Accounting, Mergers & Acquisitions
Education
Texas A&M University 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Judy Dean's Jefferson Wells Experience 2000 - 2002
Job Accounting Manager at Los Alamos National Laboratory
Industry Research
Experience
Los Alamos National Laboratory December 2008 - Present
KBR, Inc. April 2008 - November 2008
URENCO USA November 2007 - April 2008
KBR, Inc. January 2003 - November 2007
Jefferson Wells 2000 - 2002
KBR, Inc. January 1996 - 2000
KBR, Inc. November 1989 - December 1995
Skills
Cost Accounting, Internal Controls, Accounting, Project Management, Auditing, Change Management, Financial Reporting, Variance Analysis, Sarbanes-Oxley Act, Contract Negotiation, Procurement, Contract Management, Financial Analysis, Budgets, General Ledger, Forecasting, Risk Management, Process Improvement, Policy, Financial Accounting, Analysis, Risk Assessment, Access
Education
University of Houston-Clear Lake 1984 — 1988
BS, Accounting
Los Alamos National Laboratory December 2008 - Present
KBR, Inc. April 2008 - November 2008
URENCO USA November 2007 - April 2008
KBR, Inc. January 2003 - November 2007
Jefferson Wells 2000 - 2002
KBR, Inc. January 1996 - 2000
KBR, Inc. November 1989 - December 1995
Skills
Cost Accounting, Internal Controls, Accounting, Project Management, Auditing, Change Management, Financial Reporting, Variance Analysis, Sarbanes-Oxley Act, Contract Negotiation, Procurement, Contract Management, Financial Analysis, Budgets, General Ledger, Forecasting, Risk Management, Process Improvement, Policy, Financial Accounting, Analysis, Risk Assessment, Access
Education
University of Houston-Clear Lake 1984 — 1988
BS, Accounting
Mahesh Puri's Jefferson Wells Experience March 2002 - April 2004
Job Sr. Field Examiner & Regional Director at Focus Lenders Services Group, LLC
Industry Banking
Experience
Focus Lenders Services Group, LLC February 2013 - Present
PriceKubecka, PLLC May 2012 - January 2013
CBC Group LLC April 2004 - May 2012
Jefferson Wells March 2002 - April 2004
Skills
Senior Field..., More than 12 years of..., Vast experience as an..., Credit, Asset Based Lending, Financial Analysis, Commercial Banking, Due Diligence, Banking, Commercial Lending, Credit Analysis, Finance, Financial Modeling, Corporate Finance, Portfolio Management, Credit Risk, Mergers & Acquisitions, Auditing
Education
University of Illinois 1998 — 1999
CPA
The Institute of Chartered Accountants of India 1984 — 1989
CA
Focus Lenders Services Group, LLC February 2013 - Present
PriceKubecka, PLLC May 2012 - January 2013
CBC Group LLC April 2004 - May 2012
Jefferson Wells March 2002 - April 2004
Skills
Senior Field..., More than 12 years of..., Vast experience as an..., Credit, Asset Based Lending, Financial Analysis, Commercial Banking, Due Diligence, Banking, Commercial Lending, Credit Analysis, Finance, Financial Modeling, Corporate Finance, Portfolio Management, Credit Risk, Mergers & Acquisitions, Auditing
Education
University of Illinois 1998 — 1999
CPA
The Institute of Chartered Accountants of India 1984 — 1989
CA
Mary Anne Crawford's Jefferson Wells Experience 2004 - 2008
Job Project Consultant: Regulatory Compliance, IT, and Operational Audit
Industry Financial Services
Experience
U.S. and International Clients 2012 - Present
BMW 2008 - 2011
Jefferson Wells 2004 - 2008
Nationwide Federal Credit Union 2002 - 2004
Nationwide Insurance 2000 - 2002
Skills
Internal Audit, BSA/AML, IT Audit, Internal Controls, Business Process..., Risk Assessment, Finance, Information Security, Project Management, Software Documentation, Cross-functional Team..., Control Analysis, Procedure Development, Quality Assurance, Compliance, Problem Solving, Process Control, Business Process Mapping, Microsoft Excel, Visio, Regulatory Analysis, Policy Writing, Anti Money Laundering, PowerPoint, Bank Secrecy Act, Business Process Design, Report Writing, FDICIA, Microsoft Word, Corporate Fraud
Education
The Ohio State University
Masters, Business Administration
University of Kentucky
Bachelor of Science, Accounting
U.S. and International Clients 2012 - Present
BMW 2008 - 2011
Jefferson Wells 2004 - 2008
Nationwide Federal Credit Union 2002 - 2004
Nationwide Insurance 2000 - 2002
Skills
Internal Audit, BSA/AML, IT Audit, Internal Controls, Business Process..., Risk Assessment, Finance, Information Security, Project Management, Software Documentation, Cross-functional Team..., Control Analysis, Procedure Development, Quality Assurance, Compliance, Problem Solving, Process Control, Business Process Mapping, Microsoft Excel, Visio, Regulatory Analysis, Policy Writing, Anti Money Laundering, PowerPoint, Bank Secrecy Act, Business Process Design, Report Writing, FDICIA, Microsoft Word, Corporate Fraud
Education
The Ohio State University
Masters, Business Administration
University of Kentucky
Bachelor of Science, Accounting
Gerri Reeves's Jefferson Wells Experience 2003 - 2004
Job VP ERP Systems at Transfield Services Americas
Industry Oil & Energy
Experience
SAP America October 2014 - Present
Transfield Services Americas 2011 - September 2014
Transfield Services July 2012 - July 2013
ANR Consulting 2007 - 2011
Warner Bros. Entertainment Group of Companies 2005 - 2007
Jefferson Wells 2003 - 2004
Parson Consulting 2000 - 2002
Universal Studios 1999 - 2001
EY 1994 - 1999
R. L. Polk & Co. 1991 - 1994
Skills
SAP R/3, Change Management, SAP ERP, Business Process, Project Management, ERP, SAP Implementation, Business Analysis, Project Delivery, Project Planning, Integration, Business Transformation, Program Management, IT Strategy, CRM, SDLC, Strategy, ITIL, Management Consulting
Education
The University of Chicago Booth School of Business 1993 — 1993
Walsh College 1988 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
SAP America October 2014 - Present
Transfield Services Americas 2011 - September 2014
Transfield Services July 2012 - July 2013
ANR Consulting 2007 - 2011
Warner Bros. Entertainment Group of Companies 2005 - 2007
Jefferson Wells 2003 - 2004
Parson Consulting 2000 - 2002
Universal Studios 1999 - 2001
EY 1994 - 1999
R. L. Polk & Co. 1991 - 1994
Skills
SAP R/3, Change Management, SAP ERP, Business Process, Project Management, ERP, SAP Implementation, Business Analysis, Project Delivery, Project Planning, Integration, Business Transformation, Program Management, IT Strategy, CRM, SDLC, Strategy, ITIL, Management Consulting
Education
The University of Chicago Booth School of Business 1993 — 1993
Walsh College 1988 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
M. Jay Stanford's Jefferson Wells Experience October 2001 - September 2004
Job Director, Financial Reporting at USD Group, LLC
Industry Oil & Energy
Experience
USD Group LLC November 2014 - Present
Enbridge January 2005 - November 2014
Enterprise Products September 2004 - January 2005
Jefferson Wells October 2001 - September 2004
U.S. Concrete , Inc February 2000 - October 2001
Jefferson Wells January 1999 - February 2000
Youth and Family Centered Services, inc October 1997 - January 1999
Community Health Systems October 1993 - October 1997
KPMG US September 1988 - September 1993
Skills
Securities Regulation, Financial Modeling, Financial Accounting, Finance, Mergers & Acquisitions, Budget Forecasts, Financial Reporting, Due Diligence, SEC filings, SEC Filings, Corporate Finance, Internal Controls
Education
Texas Tech University 1981 — 1988
Bachelor of Science (BS), Accounting
Texas Tech University 1981 — 1986
Bachelor of Science (BS), Finance, General
USD Group LLC November 2014 - Present
Enbridge January 2005 - November 2014
Enterprise Products September 2004 - January 2005
Jefferson Wells October 2001 - September 2004
U.S. Concrete , Inc February 2000 - October 2001
Jefferson Wells January 1999 - February 2000
Youth and Family Centered Services, inc October 1997 - January 1999
Community Health Systems October 1993 - October 1997
KPMG US September 1988 - September 1993
Skills
Securities Regulation, Financial Modeling, Financial Accounting, Finance, Mergers & Acquisitions, Budget Forecasts, Financial Reporting, Due Diligence, SEC filings, SEC Filings, Corporate Finance, Internal Controls
Education
Texas Tech University 1981 — 1988
Bachelor of Science (BS), Accounting
Texas Tech University 1981 — 1986
Bachelor of Science (BS), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY