Johnson Lambert & Co. LLP
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Johnson Lambert & Co. LLP Employees
Johnson Lambert & Co. LLP August 2010 - December 2013
CVS Caremark Corporation February 2009 - August 2010
PwC September 2006 - September 2008
Education
CA School of Business
CA, CPA
University of Alberta
The Riverside Company July 2014 - Present
The Riverside Company August 2013 - Present
BB&T Capital Markets May 2011 - July 2013
GAITS May 2010 - January 2011
Johnson Lambert & Co. LLP January 2009 - April 2010
Alvarez & Marsal May 2008 - June 2008
Fastprint 1995 - 1998
Skills
Auditing, Bloomberg, Business Valuation, Capital Markets, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Investment Banking, Investments, Valuation, Private Equity, Portfolio Management, Due Diligence, Mergers & Acquisitions, Management, Equities, Venture Capital, LBO, Accounting, Project Management
Education
University of Virginia 2010 — 2011
MSA, Accounting, Finance
The College of William and Mary - The Mason School of Business 2006 — 2009
BBA, Accounting, Finance, Economics
Stealz, Inc. October 2012 - Present
Co-Options Consumer Access January 2012 - July 2014
NC Entrepreneurship Academy May 2012 - November 2013
The Community Corkboard May 2011 - October 2012
Co-Options Consumer Access September 2011 - January 2012
Johnson Lambert & Co. LLP December 2010 - May 2011
Rex Healthcare March 2010 - December 2010
Quiznos January 2006 - September 2008
Education
North Carolina State University 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
University of Leeds 2008 — 2009
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Worthington Industries June 2013 - Present
Worthington Industries January 2012 - May 2013
Ernst & Young September 2008 - February 2012
Ernst & Young 2007 - 2007
Johnson Lambert & Co. LLP 2006 - 2006
Veris Consulting, Inc 2006 - 2006
Education
Brigham Young University 2001 — 2008
Master of Accountancy, Accounting
Molina Healthcare June 2013 - Present
American Water April 2008 - June 2013
Arc of the Three Rivers August 2007 - March 2008
Johnson Lambert & Co. LLP June 2000 - June 2003
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Budgets, Variance Analysis, Auditing, Tax, Financial Analysis, Strategic Financial..., GAAP, Finance, Internal Controls, Forecasting, Hyperion Enterprise, Financial Modeling, Managerial Finance, General Ledger, SAP, Financial Accounting, Internal Audit, Cost Accounting, Accounts Payable, Financial Planning
Education
The University of Charleston
Master of Business Administration (M.B.A.), Finance & Leadership
Salem International University
Bachelors of Science, Accounting
Meaden & Moore September 2013 - Present
Dixon Hughes Goodman LLP March 2013 - August 2013
Forensic Resolutions Inc. January 2010 - March 2013
Johnson Lambert & Co. LLP June 2008 - August 2009
Skills
Forensic Accounting, GAAP, Forensic Analysis, CPA, Fraud, Analysis, Auditing, Internal Controls, Insurance, Finance, SEC filings, Financial Reporting, Sarbanes-Oxley Act
Education
Clemson University 2006 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting
Michael Kors August 2012 - Present
Burton Snowboards June 2010 - November 2012
Johnson Lambert & Co. LLP September 2009 - March 2010
Saint Michael's College August 2006 - May 2009
Saint Michael's College August 2006 - May 2009
Johnson Lambert & Co. LLP January 2008 - August 2008
Casey Family Services January 2008 - April 2008
Saint Michael's College May 2007 - August 2007
Skills
Fluent Spanish, Accounting, Auditing, Accounts Payable, Tax, Non-profits, Microsoft Excel, Microsoft Office, Spanish, Financial Analysis, Budgets, Nonprofits, General Ledger, Leadership, Customer Service, Analysis, Account Reconciliation, US GAAP
Education
Saint Michael's College 2005 — 2009
Bachelors, Accounting, International Business
Charlestown Highschool 2001 — 2005
HighSchool Diploma
AIG January 2015 - August 2015
AIG August 2014 - December 2014
EY May 2014 - June 2014
Johnson Lambert LLP August 2012 - April 2014
Johnson Lambert & Co. LLP June 2011 - July 2011
United States Air Force May 2003 - April 2009
Skills
Auditing, Analysis, Accounting, Management, Meeting Deadlines, QuickBooks, Financial Reporting, Financial Accounting, Excel, Service Organization..., IT Assurance Audits, Time Management, Internal Controls, Insurance, Caseware, Microsoft Office, Adobe Acrobat, Cost Accounting, Income Tax, GAAP, Accounts Receivable, Accounts Payable, Inventory Management, PowerPoint, Training, Microsoft Excel, Financial Statements, Leadership, Software Documentation, US GAAP, General Ledger, Internal Audit, Sarbanes-Oxley Act, Payroll, Employee Benefits, Outlook, Account Reconciliation, Microsoft Word, Risk Management, External Audit, IT Audit, Process Improvement, Financial Risk, Risk Assessment, Due Diligence, Spreadsheets, Investments, Teamwork, Finance, Financial Analysis
Education
Monmouth University 2015 — 2016
Master of Business Administration (M.B.A.), Accounting
Monmouth University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Mcgladrey September 2014 - Present
PwC January 2011 - June 2014
Ironshore Insurance October 2009 - December 2010
Johnson Lambert & Co. LLP September 2007 - October 2009
United States Marine Corps June 1999 - June 2005
Education
University of North Florida - College of Business Administration 2002 — 2006
Bachelor's degree, Accounting
KPMG US October 2014 - Present
KPMG US June 2012 - August 2012
Fannie Mae June 2011 - August 2011
Johnson Lambert & Co. LLP May 2011 - May 2011
KPMG May 2011 - May 2011
Skills
Leadership, Recruiting, Accounting, Auditing, Leadership Development, Tax, Networking, Financial Analysis, Financial Reporting, SEC filings, Financial Accounting, Financial Statements, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Finance, Teamwork
Education
James Madison University 2013 — 2014
Master of Science (M.S.), Accounting
James Madison University - College of Business 2009 — 2013
B.B.A., Accounting, Computer Information Systems
Ridge High School 2006 — 2009
Gamwell, Caputo & Kelsch & Co.PLLC September 2011 - Present
Leone, McDonnell & Roberts, P.A. January 2003 - September 2011
Johnson Lambert & Co. LLP October 2000 - January 2003
Skills
Tax, Accounting, Tax Preparation, Auditing, Internal Controls, CPA, Project Planning, Finance, Accounts Receivable, Accounts Payable, Financial Statements, Financial Reporting, GAAP, Fixed Assets, Corporate Tax, US GAAP, SEC filings
Education
Saint Michael's College 1994 — 1998
bachelor of Science, Accounting and Business
Johnson Lambert & Co. LLP January 2011 - Present
Skills
Auditing, Statutory Accounting, US GAAP, Tax, Captives, SEC filings, External Audit, GAAP, Internal Controls
Education
Champlain College 2009 — 2010
Bachelor's degree, Accounting
Vermont Gas June 2014 - Present
Vermont Gas October 2007 - June 2014
Johnson Lambert & Co. LLP 2005 - 2007
University of Vermont 2003 - 2005
Skills
Accounting, Financial Reporting, Budgeting, Microsoft Excel, Microsoft Office 2010, Financial Analysis, General Ledger, Accounts Receivable, Auditing, Lawson, BNA Fixed Assets: Fixed..., Khalix/Longview 7:..., Internal Controls, Tax, Forecasting
Education
Champlain College 2011 — 2014
Master of Business Administration (M.B.A.), 4.0
University of Vermont 1997 — 2001
Bachelor of Business Administration (BBA), Marketing
Twitter February 2015 - Present
Twitter January 2012 - February 2015
Snagajob August 2011 - December 2011
Snagajob June 2010 - August 2011
University of Richmond August 2007 - May 2010
Octagon January 2010 - April 2010
Johnson Lambert & Co. LLP June 2009 - August 2009
Bimbo Bakeries USA April 2002 - June 2009
Skills
Start-ups, Product Development, Customer Satisfaction, Customer Retention, Behavioral Assessment, SaaS, Account Management, Audit, Accounting, Digital Marketing, Social Media, Management, Analytics
Education
University of Richmond 2006 — 2010
BSBA, Accounting & Entrepreneurship
Nazareth Area High School 2002 — 2006
High School
Mezzasalma Advisors January 2013 - Present
Bartolomei Pucciarelli, LLC 2012 - January 2013
Johnson Lambert & Co. LLP 2009 - January 2012
Skills
Financial Planning, Asset Management, Internal Controls, Tax, Finance, Financial Statements, CPA, QuickBooks, Strategic Financial..., Financial Reporting, Tax Preparation, Forecasting, Tax Returns, Tax Accounting, Financial Accounting, Quick learner, self..., Payroll, Fixed Assets, Bookkeeping, Financial Planners, Corporate Tax, General Ledger, Analysis, Budgets, Employee Benefits, Insurance, Internal Audit, Investments, Advanced...
Education
Monmouth University 2005 — 2009
BS, Accounting, Summa Cum Laude
Monmouth University 2005 — 2009
IT Minor, Information Technology, Summa Cum Laude
Medical Mutual Insurance Company of North Carolina February 2011 - Present
Hospice of Wake County January 2012 - Present
Worldwide Marriage Encounter September 2010 - October 2014
Johnson Lambert & Co. LLP July 2000 - January 2011
Education
Towson University 1996 — 2000
Accounting
BNY Mellon November 2013 - Present
BNY Mellon October 2011 - October 2013
Johnson Lambert & Co. LLP September 2009 - July 2011
Johnson Lambert & Co. LLP June 2008 - August 2008
Skills
Planned Giving, Charitable Gift..., Charitable Remainder..., Pooled Income Funds, Accounting, SEC filings, Insurance, GAAP, Auditing, Microsoft Excel, Investments, Financial Reporting, Internal Controls, Securities, PowerPoint, Tax, Microsoft Office, Finance
Education
Saint Michael's College 2005 — 2009
Bachelor's, Accounting and Finance
Office of the State Auditor June 2012 - Present
Alexander Guess, CPA February 2011 - October 2011
Johnson Lambert & Co. LLP January 2010 - March 2010
James A. Lucas & Company January 2008 - April 2008
Skills
QuickBooks, Accounts Payable, Bookkeeping, Bank Reconciliation, Journal Entries, Tax Preparation, Financial Statement..., Financial Statement..., Fixed Assets, Financial Statements, Payroll, Accounting, Auditing, GAAP, Finance, CPA, Financial Accounting, Financial Analysis, Financial Reporting
Education
North Carolina State University - College of Management 2005 — 2009
Accounting/Business Administration, Accounting/Finance/Business Admin.
PwC 2010 - Present
PwC June 2015 - August 2015
Johnson Lambert & Co. LLP June 2009 - August 2009
Vector Marketing July 2006 - August 2006
Skills
Microsoft Excel, Financial Statements, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Spanish, Banking, Customer Service, Lotus Notes, English, Accounting, Auditing, Financial Analysis, Financial Reporting, Financial Accounting, GAAP, Internal Controls, QuickBooks, Tax, US GAAP, Assurance, SEC filings, Managerial Finance
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelor's Degree, Business Administration; Accounting & Finance
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelors of Science, Accounting & Finance
University of South Carolina-Columbia 2006 — 2010
Bachelors of Science, Accounting & Finance
Jarrard, Nowell & Russell, LLC May 2014 - Present
Jarrard, Nowell & Russell, LLC September 2012 - May 2014
Jarrard, Nowell & Russell, LLC July 2011 - September 2012
Johnson Lambert & Co. LLP May 2011 - June 2011
Jarrard, Nowell & Russell, LLC January 2011 - May 2011
Medical University of South Carolina May 2010 - August 2010
Joseph W. Odom, Jr., P.C. Forensic Certified Public Accountant 2004 - 2009
Skills
Tax Preparation, Tax Compliance, Accounting, Tax, QuickBooks, Microsoft Excel, Financial Statements, Business Valuation, Sales & Use Tax, Sales & Use Tax..., Personal Tax Planning, Business Tax Planning, Lacerte, Tax Research, Partnership Taxation, S Corporations, Corporate Tax, Payroll Taxes, External Audit, Partnership Tax Returns, Depreciation, Nonprofits, Compilation Of..., Multi-state tax returns, Forensic Accounting, CCH Research, CCH Intelliconnect, TValue, Accounting Research
Education
College of Charleston 2011 — 2012
Master of Accountancy, Tax
College of Charleston 2008 — 2011
Bachelor of Science, Accounting
Johnson Lambert & Co. LLP January 2006 - Present
Skills
Statutory Reporting, Captives, Statutory, Reinsurance, GAAP, External Audit, Employee Benefit Plan..., Financial Reporting, Commercial Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelors of Science, Accounting, Psychology
Johnson Lambert LLP August 2015 - Present
Johnson Lambert LLP July 2012 - July 2015
IASA Chicagoland 2014 - 2015
IASA 2014 - 2015
Johnson Lambert & Co. LLP January 2011 - July 2012
Johnson Lambert & Co. LLP August 2010 - January 2011
Blackman Kallick October 2008 - August 2010
Skills
GAAP, US GAAP, SEC filings, Financial Reporting, Accounting, External Audit, Sarbanes-Oxley Act, Accounting Research, Tax, Financial Analysis, Internal Audit, General Ledger, Income Tax, QuickBooks, Tax Research, Tax Accounting
Education
Illinois State University 2002 — 2007
B.S, Accounting and Insurance
DePaul University
Master of Business Administration (MBA)
Naperville Central High School
Johnson Lambert & Co. LLP September 2007 - Present
Skills
GAAP
Education
James Madison University
Accounting
Medmarc Insurance Group 2007 - Present
Medmarc Insurance Group June 2006 - December 2006
Medmarc Insurance Group 2001 - 2006
Johnson Lambert & Co. LLP 1993 - 2001
Acacia Mutual Life Insurance Company 1986 - 1993
Ernst & Young 1976 - 1986
Skills
Strategic Planning, Insurance, Reinsurance, Professional Liability, Property & Casualty..., Risk Management, Commercial Insurance, Product Liability, Casualty, Liability, Enterprise Risk..., Finance, Legal Liability, Accounting
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1972 — 1976
BS, Accounting
Duke University - The Fuqua School of Business 2006 — 2006
Executive Education, Advanced Management Program
Family, Career and Community Leaders of America March 2014 - Present
Associated Builders and Contractors, Inc. June 2013 - March 2014
Johnson Lambert & Co. LLP September 2006 - June 2013
Skills
Auditing, Audit, Non-profits, Accounting, GAAP, US GAAP, Internal Controls, Financial Reporting, Budgeting, Compliance, IT Audit, IT Governance, SEC filings, CPA, External Audit, Financial Accounting, Budgets, Nonprofits
Education
James Madison University 2005 — 2006
MSA, Accounting
James Madison University 2001 — 2005
Bachelor of Busines Administration, Accounting
Liberty Mutual Insurance September 2011 - Present
Johnson Lambert & Co. LLP September 2004 - September 2011
IDX Systems Inc. 1999 - 2004
Skills
Internal Audit, Forecasting, Accounting, Microsoft Word, Tax, Craft Beer, CPA, SEC filings, Financial Analysis, US GAAP, Internal Controls, Auditing, Risk Management, Microsoft Office, Strategy, Corporate Finance, Financial Reporting, Integration, Reinsurance, Employee Benefits, Financial Accounting, Insurance, GAAP, Property & Casualty..., Accounts Payable, General Ledger, Microsoft Excel, Statutory Accounting, Sarbanes-Oxley Act, Quality Assurance, Testing, Enterprise Risk...
Education
University of Massachusetts, Amherst 2013 — 2016
Master of Business Administration (MBA)
Champlain College 2001 — 2004
BS, Accounting
Foster McKay 2011 - Present
PricewaterhouseCoopers 2010 - 2010
Cougar Tennis Academy 2007 - 2010
Johnson Lambert & Co. LLP 2009 - 2009
Skills
Recruiting, Auditing, Accounting, Corporate Finance, Tax, Treasury, Temporary Staffing, Financial Accounting, Applicant Tracking..., QuickBooks, Talent Acquisition, Finance, Executive Search, Sourcing, Contract Recruitment, Financial Analysis, Temporary Placement, Technical Recruiting, Career Counseling, College Recruiting, Benefits Negotiation, Hiring, Internet Recruiting, Permanent Placement, Resume Writing, Employee Relations, Financial Services, Human Resources, Interviews, Investments, Management, Onboarding, Payroll, PeopleSoft, Screening Resumes, Talent Management, Time Management
Education
Monmouth University 2006 — 2010
Bachelor of Science, Accounting, Finance, Information Technology
Marlboro High School
CSC March 2014 - Present
ARAMARK January 2013 - March 2014
Newell Rubbermaid September 2011 - July 2012
Newell Rubbermaid March 2008 - September 2011
Newell Rubbermaid June 2006 - March 2008
Verizon 2003 - 2006
World Kitchen 2003 - 2003
Johnson Lambert & Co. LLP 2001 - 2003
Skills
Financial Reporting, Forecasting, Sarbanes-Oxley Act, Hyperion Enterprise, Pricing, Cross-functional Team..., Strategic Financial..., Competitive Analysis, Budgets, Analysis, Accounting, Financial Analysis, Income Statement, Variance Analysis, Finance, Cost Accounting, Financial Modeling, Financial Forecasting, Cash Flow, General Ledger, Internal Controls, US GAAP, GAAP, P, Financial Planning, Hyperion
Education
University of Central Florida - College of Business Administration 1998 — 2000
Bachelor of Science, Accounting
PwC October 2013 - Present
ANALYTICA INC August 2012 - October 2013
PwC June 2012 - August 2012
Kane Group (Formerly HSBC Insurance Management) December 2011 - June 2012
Analytica LLC May 2011 - December 2011
Johnson Lambert & Co. LLP January 2011 - May 2011
Skills
Captive Insurance, US GAAP, Tax, Enterprise Risk..., FCPA, Financial Analysis, Strategic Financial..., Microsoft Excel, Financial Accounting
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2013
Master of Science (M.S.), Accounting and Business/Management
Champlain College 2008 — 2012
Bachelor of Science (B.S.), Accounting
University of Kentucky HealthCare August 2015 - Present
University of Kentucky December 2014 - August 2015
Johnson Lambert LLP February 2013 - October 2014
Johnson Lambert LLP June 2010 - February 2013
Johnson Lambert & Co. LLP October 2007 - June 2010
Campbell University August 2006 - September 2007
Skills
Non-profits, Public Speaking, Microsoft Office, Recruiting, Accounting, Human Resources, Event Planning, Outlook, Nonprofits, PowerPoint, Leadership, Onboarding, Management
Education
Campbell University 2002 — 2006
BA, Mass Communication (PR)
Hilton Worldwide August 2014 - Present
Hilton Worldwide October 2011 - August 2014
ePals June 2010 - September 2011
Johnson Lambert & Co. LLP September 2008 - May 2010
Education
The College of William and Mary - The Mason School of Business 2003 — 2008
MAcc, Accounting and English
William & Mary 2003 — 2008
Master and BBA, Accounting and English
The Siegfried Group December 2014 - Present
Johnson Lambert LLP August 2014 - December 2014
Johnson Lambert LLP June 2013 - July 2014
Wells Fargo August 2011 - May 2013
Johnson Lambert & Co. LLP September 2008 - August 2011
Skills
SEC filings, XBRL, Microsoft Office, Internal Controls, Financial Analysis, Internal Audit, Financial Accounting, Auditing, US GAAP, CPA, Sarbanes-Oxley Act, External Audit, Financial Statements, Clarity FSR, Financial Reporting, Accounting, Insurance, Audits of Employee..., Non-profits..., Statutory Audit, SEC Filings, GAAP
Education
The College of William and Mary - The Mason School of Business 2007 — 2008
Masters, Accountancy
The College of William and Mary - The Mason School of Business 2003 — 2007
BBA, Accounting, Summa Cum Laude
A. M. Peisch & Company, LLP CPAs February 2014 - Present
Vermont Housing Finance Agency May 2012 - January 2014
Champlain College June 2011 - May 2012
Champlain College January 2010 - May 2012
Johnson Lambert & Co. LLP June 2011 - July 2011
Champlain College August 2010 - May 2011
Calendar Club Go! Games and Toys September 2009 - January 2010
Dunkin' Donuts June 2004 - January 2010
Skills
Microsoft Office, Interpersonal Skills, Budgeting, Budgets, Leadership, Customer Service, Accounting, Auditing, Teaching, Time Management, Finance, Social Networking, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Excel
Education
Southern New Hampshire University 2014 — 2016
Masters of Business Administration
Champlain College 2008 — 2012
Bachelor's of Science: Accounting, Accounting
United Electric Power February 2007 - Present
Johnson Lambert & Co. LLP June 2005 - August 2005
Education
James Madison University 2002 — 2006
Accounting
Virginia State Corporation Commission November 2013 - March 2014
Virginia State Corporation Commission November 2011 - November 2013
Johnson Lambert & Co. LLP June 2011 - August 2011
Malvin, Riggins & Company January 2010 - April 2010
Newport University (CNU) September 2009 - December 2009
Shoppers Food Warehouse (SFW) May 2008 - August 2008
Skills
Virginia Licensed..., Utility Industry, US GAAP, Microsoft Office, IFRS, Tax Preparation, Data Analysis, Process Improvement
Education
The College of William and Mary - The Mason School of Business 2010 — 2011
Masters, Accounting
Christopher Newport University 2006 — 2010
BSBA, Accounting
State of Vermont Department of Disabilities Aging and Independent Living (DAIL) August 2012 - Present
Johnson Lambert & Co. LLP October 2011 - August 2012
US Department of Homeland Security July 2008 - September 2011
Johnson Lambert & Co. LLP January 2011 - April 2011
Johnson Lambert & Co. LLP June 2010 - August 2010
Champlain College August 2009 - May 2010
Rivier College August 2007 - May 2008
Skills
Microsoft Office, Finance, Training, Auditing, Accounting, Social Media
Education
Champlain College 2008 — 2011
BS, Accounting
Rivier College 2007 — 2008
BS, Business
Johnson Lambert LLP August 2014 - Present
Johnson Lambert & Co. LLP August 2012 - July 2014
Johnson Lambert & Co. LLP July 2011 - July 2012
Eder, Casella & Co. August 2010 - June 2011
Eder, Casella & Co. May 2009 - August 2009
Skills
US GAAP, Statutory Accounting, Financial Reporting, External Audit, Internal Audit, OMB Circular A-133, Auditing, Tax, Accounting, General Ledger, Financial Accounting, SEC filings, Income Tax, Internal Controls, GAAP, Fixed Assets, Sarbanes-Oxley Act, Financial Analysis, QuickBooks, Accounting Research, Financial Statements, Tax Preparation, PCAOB standards, Single Audit, GASB, Non-profits, ProSystem fx Tax, Corporate Tax, Assurance
Education
Illinois State University 2005 — 2010
BS, Accounting, Finance
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance July 2014 - July 2015
Liberty Mutual Insurance May 2013 - July 2014
Wolf & Company, P.C. September 2012 - January 2013
Johnson Lambert LLP September 2009 - August 2012
Johnson Lambert & Co. LLP June 2008 - April 2009
Gallagher, Flynn & Company, LLP January 2008 - April 2008
Skills
•Proficient in..., US GAAP, Auditing, Internal Audit, GAAP, Internal Controls, Financial Reporting, Accounting, Financial Accounting, External Audit, CPA, Statutory Accounting, Tax Preparation
Education
Endicott College 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Vermont 2005 — 2009
BS in Business Administration (Professional Accounting), Professional Accounting
Homegrown Hospitality Group June 2015 - Present
Johnson Lambert LLP July 2013 - May 2015
Johnson Lambert & Co. LLP September 2008 - July 2013
North Carolina State University August 2007 - May 2008
Skills
Accounting, GAAP, Auditing, US GAAP, External Audit, Insurance, Financial Statements, CPA, Financial Reporting, SEC filings, Assurance, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Tax
Education
North Carolina State University 2007 — 2008
MAC, Accounting
North Carolina State University - College of Management 2003 — 2007
Accounting, Financial Analysis
Orthopaedic Specialists of North Carolina January 2015 - Present
Orthopaedic Specialists of North Carolina November 2013 - January 2015
EY August 2013 - November 2013
North Carolina State University August 2012 - May 2013
Carolina Accounting and Management Consulting August 2011 - September 2012
Johnson Lambert & Co. LLP January 2012 - May 2012
SAS May 2011 - August 2011
Skills
Accounting, Auditing, Financial Accounting, US GAAP, Internal Controls, Financial Analysis, Microsoft Excel, QuickBooks, Microsoft Office, Microsoft Word, PowerPoint, SAS, Data Analysis, Creative Solutions..., Corporate Tax, Time Management, Efficiency, Leadership Development, Building Relationships, Communication Skills, Financial Statements, Payroll, Financial Reporting, Sarbanes-Oxley Act, Tax Preparation
Education
North Carolina State University 2012 — 2013
Master's degree, Accounting
North Carolina State University 2007 — 2011
Bachelor of Science, Accounting
State of Vermont June 2011 - Present
Aon August 2009 - June 2011
Johnson Lambert & Co. LLP June 2006 - August 2008
Skills
Insurance, Accounting, Auditing, Audit, Compliance, Financial Analysis, Financial Risk, GAAP, Internal Controls, Reinsurance, Property, Property & Casualty...
Education
Champlain College
Bachelor of Science, Accounting
Chelmsford High School
Transocean March 2015 - Present
Transocean April 2014 - March 2015
Association of Certified Fraud Examiners November 2011 - March 2014
Discovery Communications December 2010 - August 2011
Johnson Lambert & Co. LLP September 2009 - November 2010
UHY Advisors June 2008 - August 2008
Katmailand, Inc. May 2007 - September 2007
Skills
Accounting, Microsoft Excel, Fraud Examination, CPA, Fraud, Nonprofits, Internal Controls, Auditing, US GAAP
Education
University of Richmond 2005 — 2009
BSBA, Accounting
University of Richmond - Robins School of Business 2005 — 2009
BSBA, Accounting
Energy Insurance Mutual August 2009 - Present
Energy Insurance Mutual August 2009 - September 2011
Johnson Lambert & Co. LLP January 2003 - July 2009
BDO Seidman 1997 - 2001
BDO Seidman 1997 - 2001
Education
University of North Carolina at Charlotte - Belk College of Business
BS, Accounting
Mazzurco Baseball January 2011 - Present
CA Technologies August 2012 - Present
Sterling Equities August 2008 - July 2009
Giambalvo, Giammarese & Stalzer, CPAs, P.C. September 2007 - July 2008
Johnson Lambert & Co. LLP 2005 - 2007
PwC August 2004 - December 2004
Education
James Madison University 2001 — 2004
Accounting, Accounting
James Madison University 2001 — 2004
Accounting, Accounting
EKS&H 2006 - Present
Johnson Lambert & Co. LLP 2004 - 2005
Gallagher, Flynn & Company, LLP 2003 - 2003
PwC 2001 - 2003
Skills
SEC filings, Internal Controls, Accounting, Auditing, Financial Reporting, CPA, Financial Accounting, US GAAP, General Ledger, Sarbanes-Oxley Act, Financial Analysis, External Audit
Education
University of Colorado at Boulder - Leeds School of Business 1996 — 2001
BS, MS, Business
Perdue Farms June 2002 - Present
Johnson Lambert & Co. LLP February 2000 - June 2002
IBM June 1999 - February 2000
Skills
Cost Accounting, Accounting, General Ledger, SAP, Financial Reporting, Essbase, Forecasting, Sarbanes-Oxley Act, PeopleSoft, GAAP, Financial Accounting, Internal Controls, Variance Analysis, Financial Analysis, Auditing
Education
Elon University
Sirios Capital Management April 2015 - Present
Sankaty Advisors July 2014 - April 2015
Sankaty Advisors December 2011 - June 2014
Sankaty Advisors April 2010 - December 2011
Ernst & Young September 2007 - April 2010
Ernst & Young May 2006 - August 2006
Johnson Lambert & Co. LLP May 2005 - August 2005
Skills
Finance, Financial Services, Financial Advisory, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Financial Reporting, Private Equity, Due Diligence, Capital Markets, Hedge Funds, Bloomberg, Investments, Internal Controls
Education
University of Richmond 2003 — 2007
B.S., Accounting, Finance
University of Richmond - Robins School of Business 2003 — 2007
Accounting, Finance
CSC November 2014 - Present
CSC October 2010 - Present
Sallie Mae August 2009 - September 2010
Johnson Lambert & Co. LLP September 2007 - March 2009
Johnson Lambert & Co. June 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, Financial Modeling, Corporate Finance, GAAP, Internal Controls, Valuation, PeopleSoft, Mergers, SAP, SAP BW, Hyperion Enterprise, Budget Process, US GAAP, Finance, Managerial Finance, SEC filings, Strategic Financial..., Business Process..., Analysis, Mergers & Acquisitions
Education
University of Richmond - Robins School of Business 2006 — 2007
M.Acc., Masters of Accountancy
University of Richmond 2002 — 2006
B.S.B.A., Accounting, Law
Bishop Eustace Prep 1999 — 2002
PwC Advisory - Forensic Services July 2012 - Present
Magnan Graizzaro & Associates CPAs, LLC June 2009 - January 2012
Veris Consulting, LLC September 2007 - June 2009
Johnson Lambert & Co. LLP June 2006 - August 2006
Veris Consulting, LLC June 2006 - August 2006
Skills
Forensic Accounting, Accounting, Internal Controls, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Auditing, GAAP, Financial Analysis, Financial Accounting, US GAAP, Tax, Financial Statements, Sarbanes-Oxley, Financial Modeling
Education
James Madison University 2006 — 2007
MSA, Accounting
James Madison University 2002 — 2006
BBA, Accounting
Johnson Lambert LLP October 2011 - Present
Johnson Lambert & Co. LLP February 2011 - May 2011
Claude M. Bogues, CPA, PLLC May 2008 - August 2008
Skills
Statutory Accounting, Auditing, Accounting, Financial Analysis, Internal Controls, CPA, Financial Reporting, Statutory Audit, Financial Accounting, GAAP, Audit, US GAAP, Financial Statements, External Audit, Tax, Microsoft Office
Education
Appalachian State University 2010 — 2010
Masters, Accounting
North Carolina State University 2005 — 2009
Bachelor of Science, Accounting
National Rehabilitation hospital January 2014 - Present
Forrester Construction Company January 2012 - April 2013
Kaseya October 2009 - January 2012
Johnson Lambert & Co. LLP June 2008 - August 2008
Skills
•Proficient in..., •Software experience..., •Excelled in design...
Education
Montgomery College 2013 — 2014
Prerequisites related to Physical Therapy
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Science in Business Administration, Accounting
University of Massachusetts Amherst September 2012 - Present
Johnson Lambert & Co. LLP September 2008 - August 2012
Skills
Auditing, Accounting, GAAP, Financial Reporting, Financial Accounting, Financial Analysis
Education
University of Massachusetts, Amherst 2012 — 2017
Doctor of Philosophy (PhD), Accounting
University of Vermont 2004 — 2008
Bachelor of Science, Accounting
Johnson Lambert & Co. LLP March 2010 - October 2012
Frazier & Deeter, LLC July 2008 - March 2010
Johnson Lambert & Co. LLP December 2006 - July 2008
Deloitte & Touche September 2005 - December 2006
Skills
GAAP, SEC filings
Education
University of Georgia - Terry College of Business 2004 — 2005
Masters, Accounting
University of Georgia - Terry College of Business 2000 — 2004
BBA, Accounting
MorganFranklin Consulting June 2014 - Present
Johnson Lambert & Co. LLP January 2011 - May 2014
The Carlyle Group April 2010 - January 2011
Johnson Lambert & Co. LLP January 2002 - September 2010
Skills
Accounting, GAAP, Reinsurance, Analysis, Statutory Accounting, US GAAP, Sarbanes-Oxley Act, Insurance, Internal Controls, Financial Reporting, Financial Audits, Auditing, External Audit, CPA, SEC filings, Financial Statements, Financial Modeling, Financial Analysis, Financial Accounting, SEC Filings
Education
University of Missouri-Columbia 1996 — 2001
MASC, Accounting
University of Missouri-Columbia 1996 — 2001
Accounting
The American Association of Immunologists August 2013 - Present
Associated Builders & Contractors January 2012 - August 2013
National Geographic Society October 2010 - January 2012
Johnson Lambert & Co. LLP September 2005 - October 2010
Skills
Financial Analysis, Budgeting, Non-profits, Accounting, Financial Reporting, Budgets, Training, Nonprofits, Insurance, Program Management, Financial Statements, Financial Accounting, Corporate Finance, Finance, Strategic Planning, Management, Tax
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
William & Mary 2001 — 2005
BBA, Accounting w/ Marketing Concentration
C Dewitt Foard & Co February 2009 - Present
Johnson Lambert & Co. LLP September 2006 - January 2009
Education
East Carolina University 1999 — 2004
Masters, Accounting
Brookdale Community College September 2012 - Present
EisnerAmper LLP June 2006 - August 2012
Johnson Lambert & Co. LLP June 2004 - June 2006
KPMG January 2001 - May 2004
Skills
Audit, Internal Controls, Tax, Auditing, SOX
Education
Monmouth University
Macquarie Group September 2014 - Present
Macquarie Group November 2012 - Present
Ernst & Young May 2010 - November 2012
Ernst & Young LLP May 2010 - November 2012
Johnson Lambert & Co, LLP September 2009 - May 2010
Johnson Lambert & Co. LLP June 2008 - August 2008
Aesthetics September 2007 - May 2008
Education
Clemson University 2005 — 2009
BS, Accounting
Clemson University - College of Business and Behavioral Science 2005 — 2009
B.S. in Accounting and Minor in Finance
Delta Constructors 2014 - Present
Wood Group PSN 2013 - 2014
Homer Fish Charters 2012 - 2012
TW Construction Services 2012 - 2012
Johnson Lambert & Co. LLP 2010 - 2011
DirecTax 2010 - December 2010
OMS Insurance Group 2002 - 2009
FPIC Insurance Group 2001 - 2002
PriceWaterhouse Coopers 1999 - 2001
Skills
Oil & Gas, Project Management, Process Improvement, Downstream Oil & Gas, Construction Management, Oil & Gas Services, Accounting, Internal Controls, Auditing, Financial Analysis, CPA, External Audit, Financial Statements, General Ledger, Insurance, SEC filings, Tax
Education
Bismarck State College 2014 — 2015
Associate’s Degree, Petroleum Production and Process Technology
University of North Florida 1998 — 1998
MBA, Accounting Concentration
University of North Florida 1993 — 1997
BA, Accounting
University of Norh Florida
MACC, Tax Concentration Candidate
Colonial Surety Company April 2011 - Present
Colonial Surety Company April 2011 - Present
QBE the Americas February 2007 - March 2011
Johnson Lambert & Co. LLP January 2005 - February 2007
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Analysis, Sarbanes-Oxley Act, General Ledger, Insurance, Financial Statements, Finance
Education
Seton Hall University 1999 — 2001
MS, Accounting
Rutgers University July 2014 - Present
Bed Bath & Beyond August 2010 - Present
Bed Bath & Beyond May 2014 - July 2014
Johnson Lambert & Co. LLP September 2008 - April 2010
High Point Insurance May 2007 - August 2008
High Point Insurance May 2005 - May 2007
Skills
Auditing, Financial Analysis, Internal Audit, Internal Controls, Sarbanes-Oxley Act
Education
Monmouth University 2004 — 2008
BA, Accounting and Marketing
Geisinger Health Plan 2007 - Present
Johnson Lambert & Co. LLP 2002 - 2007
Skills
Financial Reporting, Health Insurance, Medicare, Budgets, GAAP, Internal Controls, Financial Analysis, Auditing, Audits of Employee...
Education
University of Maryland College Park 1998 — 2002
Bachelor's degree, Accounting
Result, LLC/Commonwealth Anesthesia Associates, P.C. February 2014 - Present
Genesis Consulting Partners, LLC May 2010 - February 2014
Commonwealth Shareholder Services March 2008 - May 2010
FN Holdings, LLC January 2006 - February 2008
The Stellar Corporation November 2000 - May 2007
Martin, Dolan & Holton, Ltd. January 2004 - January 2006
Cardiovascular Associates of Virginia, PC June 1989 - May 1995
Johnson Lambert & Co. LLP March 1987 - May 1989
Marriott International January 1986 - April 1987
Ernst & Young 1982 - 1985
Skills
ERP, Business Process, Change Management, Strategy, SAP, CPA, Leadership, Accounting and Finance, Budgeting and Reporting, Government Contract..., Human Resources, Management Consulting
Education
Loyola University Maryland 1978 — 1982
BA, Accounting
State of Vermont September 2008 - July 2009
Johnson Lambert & Co. LLP November 2004 - September 2008
Gallagher Flynn & Co LLP October 2002 - November 2004
DiCicco, Gulman & Company September 2001 - September 2002
UHY LLP, Albany NY September 2000 - September 2001
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Insurance, Financial Accounting, SAP, Audit, General Ledger, GAAP, Budgets, Finance, US GAAP
Education
Saint Michael's College 1996 — 2000
B.S., Accounting
Amaro & Associates, LLC June 2013 - Present
McGladrey 2011 - 2012
Self Employed/Contract 2010 - 2011
Johnson Lambert & Co. LLP 2007 - 2010
Harbeson, Beckerleg & Fletcher, CPAs 2006 - 2007
City of Jacksonville May 2005 - June 2006
Skills
Financial Reporting, Auditing, GAAP, Internal Controls, Accounting, General Ledger, Internal Audit, Sarbanes-Oxley Act, CPA, Financial Statements, Budgets, Finance
Education
University of North Florida 2005 — 2007
MBA, General
University of North Florida - College of Business Administration 2000 — 2005
BBA, Accounting
Institute of Scrap Recycling Industries, Inc. (ISRI) June 2013 - Present
National Recreation and Park Association July 2009 - May 2013
American Academy of Audiology October 2004 - August 2009
Challenger Center for Space Science Education July 2001 - October 2004
Johnson Lambert & Co. LLP July 1998 - June 2001
Skills
Community Outreach, Fundraising, Nonprofits, Volunteer Management, Budgets, Program Development, Financial Reporting, Strategic Planning, Program Management, Grant Writing, Event Management, Public Speaking, Microsoft Office, Customer Service
Education
Salem State College 1991 — 1993
B.S., Business Administration/Accounting Concentration
Gordon College 1988 — 1990
PartyLite November 2010 - Present
Aon Risk Solutions January 2010 - Present
Johnson Lambert & Co. LLP September 2008 - January 2010
The Garrett Hotel Group October 2007 - May 2008
Education
Champlain College 2004 — 2008
Bachelor of Science, Accounting
Johnson Lambert & Co. LLP August 2005 - Present
Robert Dennis, M.D. 2003 - 2005
Wilentz, Goldman & Spitzer 1985 - 2003
Education
Institute for Paralegal Training
Rowan University
Bachelor's degree, Law/Justice