Katz, Sapper & Miller
Address: 4570, 800 E 96th St #500, Indianapolis, IN 46240 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (317) 580-2000: : Category: Place name: Website: : : : : Website: https://www.ksmcpa.com/ Category: Accounting firm Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
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Katz, Sapper & Miller Employees
US Army March 2014 - Present
McKean Defense Group December 2013 - March 2014
SAIC November 2010 - December 2013
Eli Lilly November 1998 - October 2010
Katz, Sapper & Miller December 1997 - November 1998
Allstar Systems Inc April 1997 - December 1997
CompuCom April 1996 - March 1997
US Army 1986 - 1996
Skills
Active DoD Secret..., Information Assurance, IAT Level II, CEH, Microsoft Certified..., Active Directory, Security+, MCT, ITIL, Windows Server, Information Technology, MCSE 2003, Enterprise Architecture, SDLC, C&A, IT Strategy, Unix, DIACAP, BMC Remedy, Disaster Recovery, Vendor Management, Norton Ghost, System Administration, Citrix, Security, CompTIA Security+
Education
Western Governors University
Master’s Degree, Computer and Information Systems Security/Information Assurance
Indiana Wesleyan University 2003 — 2007
B.S., Business Information Systems
Katz, Sapper & Miller July 2014 - Present
PricewaterhouseCoopers LLP September 2007 - July 2014
PricewaterhouseCoopers LLP September 2005 - August 2007
PricewaterhouseCoopers LLP July 2003 - August 2005
Skills
Tax Accounting, Tax, Corporate Tax, CPA, Accounting, US GAAP, Income Tax, Sarbanes-Oxley Act, Internal Controls, Tax Preparation, Tax Research, Financial Accounting, Auditing, Financial Reporting, GAAP
Education
University of Indianapolis 1999 — 2003
B.S., Accounting & Computer Information Systems
Lakeview High School 1995 — 1999
BKD CPAs & Advisors March 2012 - Present
Katz, Sapper & Miller September 2008 - March 2012
Heaton & Eadie September 2004 - September 2008
BMW Constructors May 2002 - December 2003
Skills
Business Valuation, Healthcare, Valuation, Fair Market Value, Physician Compensation, Mergers & Acquisitions, Compensation & Benefit, Finance, CPA, Accounting, Leadership, Executive Compensation
Education
Indiana University-Purdue University at Indianapolis 2002 — 2003
Master, Accounting
Indiana University-Purdue University at Indianapolis 1998 — 2001
Bachelor, Finance
Katz, Sapper & Miller June 2010 - Present
Sarcom February 2001 - June 2010
Bell Industries 1999 - 2001
The Flyer Group 1994 - 1999
UPS May 1988 - August 1994
Skills
Active Directory, Windows XP, XP, Technical Support, HP, Windows 7, Servers, Laptops, OS X, VMware, Cisco Technologies, Web Design, Computer Hardware, Windows Server, Customer Service, Citrix, Project Management, Operating Systems
Education
Indiana University-Purdue University at Indianapolis 1986 — 1991
BFA Fine Arts, Graphic Design/Fine Art
Shenandoah High School
McGladrey August 2015 - Present
Katz, Sapper & Miller July 2014 - August 2015
State of Indiana December 2012 - July 2014
Education
Indiana University Robert H. McKinney School of Law 2009 — 2012
Doctor of Law (JD), Law, Summa Cum Laude
Indiana University Bloomington 2003 — 2008
Bachelor's of Science in Public Affairs, Legal Studies
Acuff & Associates February 2012 - Present
Katz, Sapper & Miller July 2009 - December 2011
OneAmerica October 2006 - July 2009
T. Rowe Price April 1999 - September 2006
BMC Consultants 1998 - 1999
Skills
ERISA, Retirement Plan..., Employee Benefits, Retirement Planning, 401k, Defined Benefit, Profit Sharing, Pensions, Project Management, Defined Contribution, 403 b, Deferred Compensation, Leadership, Financial Services, Qualified Retirement..., Pension Administration, Accounting, Finance, Benefits Administration, Valuation, Training
Education
Regis University 1999 — 2001
Master of Science, Management, Organizational Leadership
Sullivan University 1995 — 1998
Bachelors of Science in Business Administration, Management
Somerset CPAs, P.C. July 2012 - March 2014
Meridian CPAs June 2007 - June 2012
Murphy & Company, P.C. June 2002 - May 2007
SMC May 2000 - February 2002
Heaton & Eadie, P.C. June 1999 - May 2000
Katz, Sapper & Miller May 1998 - June 1999
Skills
Administrative..., QuickBooks, Office Administration, Account Reconciliation, Office Management, Microsoft Office, Bookkeeping, Expense Reports, Travel Arrangements, Ordering Office Supplies, High Level Of..., 10 Key, Notary, Calendaring, Invoicing, Filing, Windows, Vendor Relationships, Events Coordination, Sage, Accounts Payable, Accounts Receivable, Financial Statements, Typing, Payroll, Accounting, Confidentiality, Calendars, Management, Meeting Scheduling, Proofreading, Spreadsheets, Outlook, Microsoft Word, Expenses, Administrative...
Education
ITT Technical Institute-Indianapolis 1986 — 1987
Certificate, Secretarial Studies
Dauby O'Connor & Zaleski July 2014 - Present
Dauby O'Connor & Zaleski November 2012 - July 2014
KPMG, LLP October 2011 - October 2012
Katz, Sapper & Miller September 2007 - October 2011
DePuy Orthopaedics May 2006 - August 2006
Skills
Accounting, Partnership Taxation, Tax Returns, Quickbooks, Tax Compliance, Bookkeeping, Tax Services, Tax Accounting, Tax, Corporate Tax, Income Tax
Education
Manchester College 2003 — 2007
B.S., Accounting
Stay at Home Mom April 2015 - Present
Ernst & Young October 2010 - April 2015
OSP Group December 2013 - July 2014
Roche Diagnostics May 2008 - October 2010
Katz, Sapper & Miller September 2005 - May 2008
Skills
Tax, Income Tax, Tax Returns, Property Tax, State Tax, Auditing, Preparation, Indirect Taxation, Finance
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Katz, Sapper & Miller January 2014 - Present
Indiana University Bloomington August 2011 - Present
Johnson Melloh Solutions 2013 - 2013
Johnson Melloh Solutions June 2012 - August 2012
Skills
Microsoft Excel, Microsoft SQL Server, Accounting, Technology, Sports, Access, Microsoft Office, Public Speaking, Leadership
Education
Indiana University Bloomington 2011 — 2015
Account And Technology Management, 3.67/4.00
Guerin Catholic High School 2008 — 2011
Academic Honors with International Baccalaureate Certification, 4.1/4.0 GPA
BKD CPAs & Advisors June 2014 - Present
Indiana University Bloomington August 2011 - Present
Katz, Sapper & Miller January 2014 - April 2014
Jasper Engines & Transmissions June 2013 - August 2013
Koch Development Center June 2012 - August 2012
Dave Bromm, CPA Accounting Firm July 2011 - August 2011
Dubois Machine May 2011 - June 2011
Skills
Mathematics, Microsoft Excel, Microsoft Access, Data Analysis, Research, Access, PowerPoint, Microsoft Word, Microsoft Office, Time Management, Social Media, Teamwork, Statistics, Leadership
Education
Indiana University Bloomington 2011 — 2015
Katz, Sapper & Miller May 2012 - Present
Warren Steinborn Associates January 2004 - May 2012
Sheridan and Associates, Inc. February 1992 - October 2003
Skills
401k, 401k Rollovers, Financial Reporting, Defined Benefit, Defined Contribution, Employee Benefits, Financial Analysis, Pensions, Retirement Plan..., Qualified Retirement..., ERISA
Education
The University of Texas at Austin 1982 — 1984
Master of Business Administration (MBA), Finance, General
Purdue University 1976 — 1980
Bachelor's Degree, Media Sciences
L. M. Henderson & Company, LLP August 2015 - Present
Willkie Residence Hall Convenience Store September 2012 - May 2015
Katz, Sapper & Miller January 2014 - April 2014
Jerico Metals Specialties May 2013 - August 2013
Indiana University Bloomington January 2013 - May 2013
Dr. Marnell Holtgraves December 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, Access, Accounting, Customer Service, Management, Microsoft Word, Insurance, Outlook, PowerPoint, Research, Public Speaking, Budget, Time Management
Education
Indiana University Bloomington 2011 — 2015
Indiana University Bloomington 2011 — 2015
Accounting, Management, Technology Management
Spay-Neuter Services of Indiana, Inc. June 2010 - June 2013
The Center for the Performing Arts June 2011 - June 2012
Katz, Sapper & Miller May 2008 - June 2011
SFW Partners, LLC July 2007 - May 2008
University of Missouri January 2007 - May 2007
Skills
Tax Accounting, Partnership Taxation, S Corporations, Income Tax, Corporate Tax, Non-profit Accounting, Bookkeeping, Accounts Payable, Accounts Receivable, Budgets, Account Management, Compilation Of..., Accounting
Education
University of Missouri-Columbia 2006 — 2007
Master's Degree, Accounting
University of Missouri-Columbia 2002 — 2006
Bachelor of Science (B.S.), Accounting & Economics
Katz, Sapper & Miller November 2009 - Present
Deloitte 2005 - 2009
DMA - DuCharme, McMillen & Associates, Inc. 1999 - 2005
WorldCom 1996 - 1999
Dun & Bradstreet 1987 - 1996
Skills
Business Development, Sales Process, Selling, Recruiting, Sales, Accounting, Professional Services, Tax, Strategic Planning, Business Strategy, Strategy, Management Consulting, Marketing, Financial Reporting, Training, Competitive Analysis
Education
The Ohio State University 1982 — 1987
PwC September 2015 - Present
BKD CPAs & Advisors June 2014 - August 2014
Katz, Sapper & Miller January 2014 - April 2014
Ezra Distributing Inc. April 2013 - December 2013
Purdue University January 2013 - December 2013
Skills
Financial Accounting, Microsoft Office, Microsoft Excel, Accounting, Teamwork, PowerPoint, Auditing, Public Speaking, Spreadsheets, Time Management, Research, Microsoft Word, English, Financial Reporting, Valuation, Critical Thinking, Financial Analysis, Due Diligence, Forecasting, Entrepreneurship, Start-ups, Financial Statements, Windows, Outlook, Access, QuickBooks
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master’s Degree, Accounting
Purdue University - Krannert School of Management 2010 — 2013
Bachelor's degree, Accounting and Management
Baker Tilly Virchow Krause, LLP August 2012 - Present
Baker Tilly International May 2015 - July 2015
Katz, Sapper & Miller January 2011 - August 2012
Purdue University Intercollegiate Athletic Facility June 2010 - December 2010
Ernst & Young January 2010 - March 2010
Camp Saginaw June 2009 - August 2009
Skills
Auditing, Accounting, Finance, Financial Analysis, Financial Reporting, Microsoft Excel, Leadership, Access, Project Management, Time Management, Financial Modeling, GAAP, Recruiting, Tax, Budgets, Marketing, Internal Controls, Microsoft Office, US GAAP, ERISA, Financial Statements, Healthcare Industry, Financial Services, Assurance, Financial Accounting, Sarbanes-Oxley Act, SEC filings, IPO, S-1, PCAOB standards, Event Planning, Customer Service, Analysis, CPA
Education
Purdue University 2005 — 2010
B.A., Accounting, Management, Marketing
Recreational Sports May 2013 - Present
Katz, Sapper & Miller January 2015 - April 2015
Rec Sports August 2011 - May 2013
Skills
Microsoft Excel, Soccer, Analyzer, Accounting, Financial Accounting, Access, Tax, Financial Modeling, Financial Reporting, Financial Analysis, Bookkeeping, Spreadsheets, Communication, Problem Solving, Critical Thinking, Teamwork, Leadership
Education
Indiana University Bloomington 2015 — 2016
Master’s Degree, Accounting
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Katz, Sapper & Miller January 2013 - Present
White & Associates January 1994 - January 2012
Skills
Small Business, Accounting, Business Strategy, Tax Preparation, Business Development, Restaurant Management, CPA, Financial Statements, Finance, Business Planning, Mergers & Acquisitions, Strategic Planning, Financial Services, Start-ups, Tax Returns, Employee Benefits, Tax, Tax Accounting, Real Estate
Education
Indiana Wesleyan University 1990 — 1992
Bachelor, Business Management
Katz, Sapper & Miller 2015 - Present
Purdue Men's Basketball September 2010 - March 2014
Crowe Horwath LLP June 2013 - August 2013
Katz, Sapper & Miller January 2013 - April 2013
Half Moon Restaurant & Brewery June 2008 - August 2011
Skills
Intermediate Accounting..., Intermediate Accounting, Financial Accounting, Managerial Accounting, Finance, Microeconomics, Macroeconomics, Microsoft Office, Calculus, Calculus 2, Management Information..., Accounting, Data Analysis, Financial Analysis, Financial Reporting, Teamwork, Management, PowerPoint, Microsoft Excel, Public Speaking, Auditing, Team Leadership, Time Management, Communication, GAAP
Education
Purdue University - Krannert School of Management 2010 — 2015
Bachelor of Science in Management, Accounting and Finance, 3.75
Western High School 2006 — 2010
Academic Honors Diploma
Deloitte September 2015 - Present
Sgt. Preston's at Purdue University June 2014 - June 2015
Katz, Sapper & Miller January 2014 - April 2014
Weida Apartments August 2012 - December 2013
Title Source May 2013 - August 2013
Accountemps May 2012 - August 2012
Boiler Market January 2011 - October 2011
Domino's Pizza May 2007 - July 2011
Skills
Experienced in Excel,..., Team Leadership, Accounting, Management, Research, Analytical Skills, Teamwork, ProSystem fx Engagement, ProSystem fx Tax, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Access, Leadership, Sales, Process Improvement, Microsoft Office..., Auditing, Assurance, Profit Maximization, Reviews, Compilation, Sage FAS
Education
Purdue University 2010 — 2015
Bachelor of Science (BS), Accounting, Finance, and Management with a concentration in Analytical Consulting, Senior
Katz, Sapper & Miller September 2001 - Present
Skills
Accounting, CPA, Internal Controls, Financial Audits, Auditing, Assurance, US GAAP, GAAP, Partnership Taxation, Tax, Tax Accounting
Education
Manchester University 1996 — 2001
Master of Accountancy, Accounting
Katz, Sapper & Miller October 2013 - Present
Crossroads Bank June 2012 - August 2012
Manchester College May 2011 - August 2011
Skills
Excel, Access, Word, PowerPoint, Quickbooks
Education
Manchester College 2009 — 2013
Bachelor of Science, Accounting
Katz, Sapper & Miller October 2014 - Present
Purdue Telefund February 2012 - July 2014
Purdue University August 2010 - May 2014
Katz, Sapper & Miller January 2013 - April 2013
Private Families January 2009 - August 2012
Shoemaker Cooperative January 2012 - May 2012
Shoemaker Cooperative House August 2010 - December 2010
Ultimate Design Hair Salon August 2008 - August 2010
Dairy Queen June 2007 - September 2007
Education
Purdue University - Krannert School of Management 2010 — 2014
Bachelor of Science in Management, Accounting, 3.6 GPA
Purdue University Calumet 2009 — 2010
Hahn Systems,LLC November 2013 - Present
Katz, Sapper & Miller April 2008 - November 2013
Dickinson Fleet Services, LLC December 2005 - April 2008
General Piping April 2004 - December 2005
Katz, Sapper & Miller August 1999 - April 2004
Skills
GAAP
Education
Manchester College 1994 — 1999
Masters, Accounting
Katz, Sapper & Miller January 2013 - Present
Katz, Sapper & Miller August 1978 - December 2012
Ernst & Young 1971 - 1978
United States Marine Corps 1969 - 1971
Skills
CPA
Education
Indiana University Bloomington 1967 — 1969
BS, Accounting with Distinction
Indiana University-Purdue University at Fort Wayne 1965 — 1967
Katz, Sapper & Miller October 2013 - Present
Blue & Co., LLC May 2012 - August 2012
TD Beck Trucking, LLC and Beck Farms June 2011 - August 2011
Skills
Auditing, Accounts Receivable, Accounting, Analysis, QuickBooks, Management, Microsoft Excel, Access, Tax, Microsoft Word, Financial Reporting, PowerPoint
Education
Taylor University 2009 — 2013
Bachelor of Arts (B.A.), Accounting, 3.9
FULLBEAUTY Brands May 2015 - Present
Cisco Systems April 2013 - May 2015
Anthem, Inc. September 2011 - April 2013
Katz, Sapper & Miller January 2006 - August 2011
Skills
Financial Reporting, Auditing, Assurance, GAAP, Internal Controls, Accounting, Financial Accounting, Sarbanes-Oxley Act, CPA, Financial Analysis, US GAAP, Tax, SEC filings, Internal Audit, Financial Statements, Finance, Financial Audits, Cost Accounting, Cash Flow
Education
Indiana University Bloomington 2001 — 2005
bachelor's of science, accounting and finance
Katz, Sapper & Miller September 2002 - Present
Skills
Small Business, Tax, Income Tax, Partnership Taxation, Financial Advisory, Income Tax Planning, Multi-State Tax Issues, Business Analysis, Corporate Tax, Forecasting, Due Diligence, Finance, Accounting, Financial Reporting, Mergers & Acquisitions, Financial Analysis, Strategic Planning, Financial Accounting, Leadership, Tax Accounting, GAAP, CPA
Education
Manchester College 1997 — 2002
Accounting
Wyndham Worldwide / RCI November 2013 - Present
Veolia Water North America October 2011 - November 2013
Katz, Sapper & Miller January 2010 - October 2011
MasterBrand Cabinets, Inc July 2009 - December 2009
Kimball International May 2007 - July 2007
Skills
Certified Public...
Education
Purdue University 2004 — 2009
BS, Accounting
Edgar R McGonigal, CPA, PA July 2010 - Present
Orlando Lutheran Towers Foundation May 2013 - Present
Bestway Express, Inc. May 2013 - Present
Rotary Club of Orlando 2010 - 2013
Larry J Herring, CPA, PA January 2009 - June 2010
Shriners Hospitals for Children September 2004 - November 2008
Katz, Sapper & Miller July 1998 - September 2004
Bailey, Williams, McGonigal & Knowles September 1975 - June 1998
Skills
Tax Planning, Management Consulting, Accounting, Non-profits, Small Business, Mergers, Estate Planning, Tax, Financial Planners, Public Speaking, Insurance, Nonprofits, Mergers & Acquisitions, Budgets, Auditing, Business Planning, Strategy, Leadership, Tax Preparation, Management
Education
Indiana University-Purdue University at Indianapolis 1971 — 1974
BS, Accounting
Blue & Co., LLC August 2015 - Present
VonLehman & Company Inc. February 2014 - June 2015
Larry E. Nunn & Associates August 2008 - February 2014
Katz, Sapper & Miller November 2007 - June 2008
L.M. Henderson & Company, LLP December 2003 - November 2007
Skills
Tax, Business Tax Planning, Personal Tax Planning, Tax Research, Not-for-profit, Corporate Tax Returns, Partnership Tax Returns, Start-up Business..., Individual Tax Returns, Federal & State Income..., Multi-state tax returns, Consolidated Returns, Closely Held Businesses, High Net Worth..., Accounting, S Corporations, Fixed Asset Depreciation, Personal Property Tax, ProSystem fx Tax, CCH Intelliconnect, Tax Dispute Resolution, Federal and State Tax..., Tax Consulting, Partnership Taxation, Corporate Tax, Tax Preparation, Tax Returns, Property Tax, Tax Advisory, Business, Not for Profit, CPA, Financial Accounting, GAAP, Financial Reporting, Financial Analysis, Auditing
Education
University of Indianapolis 1991 — 1994
Bachelors, Accounting
University of Indianapolis 1991 — 1994
Bachelor of Science (B.S.), Accounting
BHI Retirement Communitities May 2010 - Present
BKD, LLP November 2005 - April 2010
Katz, Sapper & Miller June 2000 - November 2005
Bradley & Associates July 1993 - June 2000
Skills
CPA, Financial Reporting, Auditing, Microsoft Office, GAAP, Financial Analysis, Accounting, Financial Accounting
Education
Indiana University Bloomington 1989 — 1993
Bachelor's, Accounting
Katz, Sapper & Miller January 2015 - Present
LaRosa & Co., LLC January 2011 - December 2014
Skills
Financial Reporting, Auditing, Tax Preparation, Corporate Tax, GAAP, CPA, Income Tax, Internal Controls, Financial Accounting, General Ledger, QuickBooks, US GAAP, Tax Returns, Finance, Financial Analysis, Business Strategy, Business Development, Tax Accounting, Strategic Financial..., Cash Flow Forecasting, Tax Research, Assurance, Financial Audits, Tax Advisory, Partnership Taxation, Financial Statements, Small Business, Fixed Assets, External Audit, Accounting, Tax
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS) in Business, Accounting and Finance
Deltek June 2015 - Present
Deltek September 2014 - May 2015
Deltek September 2013 - August 2014
Katz, Sapper & Miller January 2012 - September 2013
LIN Television June 2006 - December 2011
Skills
CPA, Tax Preparation, Tax, Accounting, Financial Accounting, Financial Reporting, GAAP, Financial Statements, Financial Analysis, Bookkeeping, US GAAP, Customer Service, Customer Oriented, Consulting, Finance, QuickBooks
Education
Indiana University-Purdue University at Indianapolis
Bachelor's degree, Finance
Indiana University-Purdue University at Indianapolis
Master's degree, Accounting
Katz, Sapper & Miller November 2005 - Present
Skills
Tax, Income Tax, CPA, Partnership Taxation, Accounting, Tax Accounting, Finance, Tax Returns, Financial Statements, Start-ups, GAAP, Mergers, Business Advisory, Tax Preparation, Financial Analysis, Strategic Planning, Financial Reporting, Mergers & Acquisitions
Education
Miami University 1993 — 1994
Master of Accountancy
Miami University 1989 — 1993
Bachelor of Science, Accountancy
Katz, Sapper & Miller October 2012 - Present
Atria Senior Living January 2012 - June 2012
Monroe Shine January 2011 - April 2011
Fischer Homes June 2007 - August 2007
Skills
Assurance, Auditing, Audit, Audits of Employee..., Review, Compilation, Financial Reporting, SAS70, Financial Accounting, Accounting, Manufacturing, Real Estate, Professional Services, Risk Management, Problem Solving, GAAP, US GAAP, Internal Controls, Business Advisory, Cash Flow, Residential Home..., Personal Fitness
Education
University of Louisville 2007 — 2012
B.S. Business Administration, Concentrations: Accounting and Finance
Katz, Sapper & Miller January 2014 - April 2014
Serve IT August 2012 - December 2012
Skills
Databases, Microsoft Excel, Data Analysis, Microsoft Office, Time Management, Access
Education
Indiana University Bloomington 2011 — 2015
Katz, Sapper & Miller October 1998 - Present
Skills
Partnership Taxation, Income Tax, Tax, Tax Preparation, Tax Returns, Accounting, Corporate Tax, CPA, Tax Accounting, Financial Reporting, Tax Research, Cost Segregation, Renewable Energy, Solar Energy, Renewable Energy Credits, Depreciation, Fixed Asset Management, Arbitrage Rebate, Tax Credit Financing, Tax Credits, Tax Increment Financing
Education
Indiana University Bloomington 1987 — 1991
Bachelor of Arts, English Literature and Philosophy, with Distinction
Sponsel CPA Group August 2011 - Present
BGBC Partners, LLP September 2003 - July 2011
Katz, Sapper & Miller September 1999 - September 2003
Charles Meeder & Associates January 1999 - July 1999
Mark Vukusich & Co December 1997 - November 1998
Skills
Partnership Taxation, Tax, Quickbooks, Accounting, Tax Returns, Income Tax, Tax Services, Tax Preparation, Tax Research, Tax Accounting, Individual Taxation, Tax Return Preparation, Federal Tax, Tax Audits, QuickBooks, Payroll, S Corporations
Education
Lewis University 1995 — 1998
BA, Accounting
MPI Corporation October 2012 - Present
Kauffman Engineering June 2011 - June 2012
Manweb Services, Inc August 2009 - November 2009
Freije Company {Construction & Service February 2006 - August 2009
Katz, Sapper & Miller January 2005 - January 2006
Robertson & Associates November 2002 - December 2004
HDG Mansur January 1997 - November 2002
Valued Manufacturing, Inc. July 1995 - January 1997
Verizon July 1989 - July 1995
Zionsville Presbyterian Church January 1989 - January 1992
Education
Manchester University 1981 — 1985
BA Degree, Accounting
Robert Half Management Resources March 2015 - Present
iVantage Group August 2012 - February 2015
FRIMO September 2008 - December 2013
SS&G 2004 - 2007
The Style Store for Big and Tall 2002 - 2003
Peachin, Schwartz & Weingardt PC 2000 - 2002
Katz, Sapper & Miller 1998 - 2000
Derderian, Kann, Seyferth & Salucci, PC 1996 - 1998
Lear Corporation (Formerly Automotive Industries) 1994 - 1996
Skills
CPA, Financial Reporting, Financial Analysis, Property Tax, Financial Accounting, Income Tax, Tax Preparation, Technical Writing, Budgeting, Forecasting, Account Reconciliation, QuickBooks, SAP, Great Plains, Entrepreneurship, Payroll, Tax, Finance, General Ledger, Auditing
Education
Walsh College 1993 — 1995
Master of Science (MS), Finance (international and corporate), Graduated with Distinction
University of Michigan-Flint 1990 — 1993
Bachelor of Business Administration (BBA), Accounting, Graduated with High Distinction
Katz, Sapper & Miller 2005 - Present
Skills
Tax Research, Tax, Multi-State Sales Tax, Auditing, State Tax, Due Diligence, Multi-State Experience, State and Local Tax, Multi-state tax returns, Policy, Audit Defense, Mergers & Acquisitions, Reverse Audits, Tax Dispute Resolution, Tax Incentives
Education
Marian University
Bachelor of Science (B.S.), Accounting
Katz, Sapper & Miller July 2013 - Present
Skills
Healthcare Consulting, Business Valuation, Physician Compensation, Fair Market Value, Compensation & Benefit, Business Advisory, Financial Analysis
Education
Purdue University - Krannert School of Management 2005 — 2009
BS, Accounting
Katz, Sapper & Miller October 2008 - Present
Skills
Tax Preparation, Income Tax, Corporate Tax, Partnership Taxation, Compilation Of..., Business Advisory, Tax Advisory, Tax Accounting, CPA, Tax Research, Multi-state tax returns, ProSystem fx Tax, Compilation, Tax Returns, Tax, S Corporations, Property Tax
Education
Manchester College 2004 — 2008
BS, Accounting & Management
The Ohio Society of CPAs June 2014 - Present
University of Dayton January 2013 - Present
University of Dayton August 2013 - June 2014
Katz, Sapper & Miller January 2014 - April 2014
Pluris Management Group, Inc. May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Strategic Planning, Budgets, Forecasting, Leadership, Time Management, Data Analysis
Education
University of Dayton 2011 — 2015
Caperion October 2012 - Present
Katz, Sapper & Miller July 2008 - August 2012
Heaton & Eadie December 1982 - July 2008
Skills
Payroll
Education
Indiana University-Purdue University at Indianapolis
Various Continuing Adult Education Classes
Katz, Sapper & Miller July 2009 - Present
Irwin Financial Corporation July 2008 - July 2009
Irwin Union Bank and Trust September 2004 - July 2008
Irwin Union Bank and Trust March 1998 - September 2004
US Navy September 1990 - January 1997
Skills
Lean/Six Sigma Green..., Accounting, Six Sigma, Executive Management, Planning, Data Center, Banking, Banking Technology, Core Banking, Business Intelligence, Microsoft CRM, Disaster Recovery, Disaster Preparedness, Mobile Technology, IT Strategy, IT Audit, SOX, GLBA, IT Operations, Project Planning, Project Implementation, Information Security..., Information Security..., IT Risk, Financial Technology, SharePoint, Data Warehousing, Budget Preparation, Capital Budgeting, Budget Oversight, Information Technology, Vendor Management, Leadership, Budgets, Information Security, Strategy, Strategic Planning, Process Improvement, CRM, ERP, Project Management, Enterprise Software, Emergency Management, Sarbanes-Oxley Act, Management, Business Process..., Jack Henry
Education
Purdue University 2003 — 2005
Bachelor of Science, Organizational Leadership and Supervision
Purdue University 1997 — 2003
Associate of Science, College of Technology
Ohio State University Agricultural Technical Institute
Lean Six Sigma Greenbelt
Two Fish Mgmt., LLC December 2007 - Present
Katz, Sapper & Miller 2005 - 2007
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Hedge Funds, Equities, Asset Management, Strategy, Private Equity, Financial Analysis, Valuation, Business Strategy, Entrepreneurship, Finance, Microsoft Excel, Investments, Real Estate, Risk Management, Business Planning, New Business Development, Financial Reporting, Management Consulting, Corporate Development, Business Development, Corporate Finance, Portfolio Management, Strategic Financial..., Strategic Planning, Alternative Investments, Marketing Strategy, Financial Services, Joint Ventures, Financial Advisory, Business Valuation, Economics
Education
Princeton University 1999 — 2003
Economics
Katz, Sapper & Miller May 2012 - Present
Barley Snyder LLC April 2011 - May 2012
SC&H Group January 2003 - December 2010
Allegis Group June 2002 - December 2002
Allegis Group January 2000 - June 2002
Allegis Group January 1998 - January 2000
Allegis Group February 1997 - January 1998
Ernst & Young June 1995 - January 1997
Skills
Management, Managerial Finance, Marketing, Mergers, Tax, Accounting, Financial Reporting, Due Diligence, Financial Analysis, Auditing, Internal Controls, Employee Benefits, Forecasting, Budgets, Strategic Planning, ESOP, Information Technology, Professional Services, Problem Solving, Consensus Building, Negotiation
Education
Loyola University Maryland 2006 — 2009
M.B.A., Finance Concentration
Penn State University 1991 — 1995
B.S., Accounting
Carrington Mortgage Services, Mortgage Lending Division April 2015 - Present
HomeChoice Mortgage March 2014 - April 2015
BMO Harris Bank May 2010 - March 2014
Wells Fargo Home Mortgage September 2009 - May 2010
Metropolitan Financial Services January 2008 - September 2009
Decision One Mortgage/Member HSBC Group 2002 - 2007
Katz, Sapper & Miller 1999 - 2001
Skills
Loans, FHA, Mortgage Lending, Refinance, Credit, Mortgage, Conforming, Mortgage Industry, Mortgage Banking, VA loans, VA, Non-Conforming, Loan Origination, Appraisals, Options, USDA, Subprime, Banking, Underwriting, Financial Planning, Real Estate, Closings, Conventional, Title Companies, Cash, Accountants, Post Closing, Home, Financial Data, Loan Structuring, Funding, Savings, Cash Flow, Consumer Lending, Lines Of Credit, Asset, Rates, Origination, Audit, Residential Mortgages, Reverse Mortgages, Construction Loans, Mortgage Planning, Purchase, Real Estate Financing, First Time Home Buyers, Home Equity Loans, Credit Analysis, Home Equity Lines of..., Mortgage Underwriting
Education
St. Joseph's College (IN) 1995 — 1999
Accounting & Finance, Accounting and Finance
Katz, Sapper & Miller September 2009 - Present
Irwin Financial Corporation January 2009 - September 2009
Irwin Union Bank (largest LoB within Irwin Financial Corporation) December 2006 - January 2009
Ethicon Endo-Surgery (division of Johnson & Johnson) May 2006 - December 2006
Rolls-Royce Corporation April 2003 - April 2006
Rolls-Royce Corporation June 2000 - April 2003
WPP Companies (formerly Young & Rubicam, Inc.) May 1998 - June 2000
WPP Companies (formerly Young & Rubicam, Inc.) April 1995 - May 1998
General Electric 1993 - 1995
Ford Motor Company 1989 - 1991
Skills
Talent Acquisition, Talent Management, Employee Relations, Coaching, Change Leadership, Change Management, Recruiting, Succession Planning, Organizational..., Performance Management, HR Policies, Employee Benefits, Personnel Management, Deferred Compensation, Human Resources, Training, Leadership Development, Strategic Planning, Applicant Tracking..., Technical Recruiting, New Hire Orientations, Leadership, Temporary Placement, Labor Relations, Strategy, Compensation & Benefit, Payroll, College Recruiting, HR Transformation
Education
Michigan State University 1991 — 1993
MLIR, Human Resources/Labor Relations
Michigan State University 1984 — 1989
BA, Social Science
Republic Services Inc August 2014 - Present
Republic Services Inc July 2012 - July 2014
KPMG September 2007 - July 2012
Katz, Sapper & Miller May 2006 - August 2006
Ball April 2006 - May 2006
SePRO Corporation May 2004 - August 2004
SePRO Corporation May 2003 - August 2003
Education
Indiana University Bloomington 2005 — 2007
Master of Business Administration (MBA), Accounting
Indiana University Bloomington 2002 — 2005
Bachelor of Science (BS), Accounting
Blue Lake Development Inc. August 2014 - Present
Katz, Sapper & Miller January 2015 - April 2015
St.Vincent Health June 2014 - September 2014
Apple October 2011 - January 2014
Starbucks October 2006 - June 2012
Skills
iPod, iPhone, iLife, OS X, Retail, Customer Service, Consumer Electronics, Apple Certified, Team Building, Sales, Sales Management, Mac, Marketing, Accounting, Financial Accounting, Leadership, Social Media, Corporate Social..., Economics, Corporate Finance, Corporate Communications, Corporate Tax, Tax, Income Tax, Accounts Payable, Accounts Receivable, Year End Accounts, Billing Systems, Billing Process, Client Billing, QuickBooks, Payroll, Human Resources, Ethics, Business Ethics, Tax Preparation, Tax Returns, Tax Accounting
Education
Kelley School Of Business, Indianapolis 2013 — 2015
Bachelor of Science in Business, Accounting, Finance, and International Studies, Graduate
Indiana University-Purdue University at Indianapolis 2012 — 2015
NYU 2009 — 2010
Social Work
Cathedral High School
Katz, Sapper & Miller July 2015 - Present
Katz, Sapper & Miller January 2013 - July 2015
Katz, Sapper & Miller January 2011 - January 2013
Marriott Vacation Club International January 2006 - June 2006
Skills
CCH ProSystem fx, Microsoft Office, IDEA Data Extraction..., Management, QuickBooks, Microsoft Excel, General Ledger, Auditing, Training, Accounting, Financial Accounting, Financial Reporting, CPA, GAAP, Financial Statements, Account Reconciliation, US GAAP, Financial Analysis, Accounts Payable, Audits of Employee...
Education
Indiana University-Purdue University at Indianapolis 2008 — 2010
Master of Science (M.S.), Accounting, 3.8
Purdue University
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences
EKS&H October 2013 - Present
EKS&H August 2012 - August 2013
Katz, Sapper & Miller October 2008 - July 2012
Jameson Camps November 2010 - June 2012
Indiana CPA Society July 2010 - June 2012
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Financial Analysis, Assurance
Education
University of Colorado Denver 2015 — 2018
Master of Business Administration (M.B.A.)
Purdue University - Krannert School of Management 2007 — 2008
Certificate of Advanced Accountancy, Accounting
Purdue University - Krannert School of Management 2003 — 2008
Bachelor of Science, Majors: Accounting & Management, Minor: Finance
Peking University 2007 — 2007
Certificate of International Program, Business in China
Katz, Sapper & Miller May 2014 - August 2014
WireCo WorldGroup April 2014 - May 2014
Simon Property Group May 2013 - August 2013
Interactive Intelligence May 2012 - August 2012
Yogi Frozen Yogurt April 2010 - September 2011
Zotec Partners May 2009 - July 2009
Skills
Teamwork, Communication, Microsoft Excel, Microsoft Office, Access, Accounting, Customer Service, Great Plains Software, Citrix, Lotus Notes, Data Analysis, Accounts Receivable
Education
Indiana University Bloomington 2013 — 2015
Master of Business Administration (MBA), Accounting
Indiana University Bloomington 2010 — 2013
Bachelor of Science (BS) in Business, Accounting
Hamilton Southeastern High School 2006 — 2010
Deloitte May 2015 - Present
KSM Consulting May 2013 - May 2015
Katz, Sapper & Miller January 2009 - May 2013
Katz, Sapper & Miller August 2006 - December 2008
Ginovus November 2004 - August 2006
Indiana Department of Commerce May 2004 - November 2004
Kwan & Moore Commercial June 2002 - May 2004
Arthur Andersen July 2001 - June 2002
Arthur Andersen October 1999 - June 2001
Skills
Tax, Strategic Planning, Financial Analysis, Financial Reporting, Management, Consulting, Mergers & Acquisitions, Project Management, Partnership Taxation, Accounting, Management Consulting, Due Diligence, Business Strategy, Budgets
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1999
Bachelor of Business Administration
C&N Pool Management INC May 2014 - August 2015
Katz, Sapper & Miller September 2013 - October 2013
Jet's Pizza January 2013 - September 2013
INCPAS August 2011 - August 2012
Skills
Networking, Accounting, Customer Service, Cashiering, Foreign Languages, Microsoft Excel, Access, Lifeguarding
Education
Indiana University Bloomington 2014 — 2018
Bachelor's degree, Finance and International Business
Westfield High School 2010 — 2014
Academic and Technical Honors Diploma
McGladrey December 2014 - Present
Caito Foods Service, Inc. May 2014 - August 2014
Katz, Sapper & Miller January 2014 - April 2014
Caito Foods Service, Inc. May 2013 - August 2013
Skills
Microsoft Office, SX.enterprise, Hyperion Enterprise, ProSystem fx Engagement, ProSystem fx Tax, JDE One World
Education
University of Dayton 2010 — 2014
University of Dayton
Bachelor of Science, Business Administration; Accounting
Pugh CPAs July 2007 - Present
Katz, Sapper & Miller 2006 - 2007
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Microsoft Office, Outlook, Customer Service, Public Speaking, Teamwork, Event Planning, Data Entry, Supervisory Skills
Education
Ivy Tech Community College
Katz, Sapper & Miller October 2013 - Present
Katz, Sapper & Miller January 2012 - April 2012
Skills
Auditing, Finance, Accounting, Assurance, Time Management, Microsoft Excel, Financial Accounting, GAAP, US GAAP, Tax Preparation, Reviews, Problem Solving, Audits of Employee..., CPA, Internal Controls
Education
Purdue University - Krannert School of Management 2008 — 2013
Bachelor of Science (BS), Accounting & Management, Finance Minor
Chip Ganassi Racing Teams March 2014 - Present
Arlington/Roe & Co October 2012 - October 2013
KSM Consulting May 2011 - August 2011
Katz, Sapper & Miller May 2009 - August 2009
Digitech May 2008 - August 2008
Skills
Network Administration, Wireless Networking, Telemetry, Routers, Active Directory, DHCP, DNS Management, C#, Visual Basic, Software Troubleshooting, Computer Hardware..., Microsoft SQL Server, Microsoft Servers, Switches, JavaScript, Information Technology, Satellite Modems, Troubleshooting, Motorsports
Education
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Computer Graphics Technology
Katz, Sapper & Miller January 2009 - Present
Ernst & Young December 1996 - December 2008
Skills
Auditing, CPA
Education
Purdue University - Krannert School of Management 1988 — 1992
BS, Accounting
Shepherd Community Center March 2013 - Present
Katz, Sapper & Miller January 2014 - April 2014
The National Bank of Indianapolis May 2013 - November 2013
Soho Fashion May 2010 - August 2012
Midwest Financial Group June 2010 - August 2010
Skills
CCH ProSystem fx, Microsoft Excel, External Audit, Customer Service, Microsoft Word, Public Speaking, Team Leadership, Teamwork, Customer Satisfaction, Sales, Communication, Marketing, Marketing Communications, PowerPoint, Cashiering, Bookkeeping, Community Outreach, Access, Event Planning, Business Development, Corporate Finance, Microsoft Office, Strategic Planning, Time Management
Education
Indiana University-Purdue University at Indianapolis 2012 — 2015
Accounting and Finance, Accounting and Finance
Indiana University Bloomington 2011 — 2012
Pre-Business
Hamilton Southeastern High School 2007 — 2011
Academic Honors Diploma
Five Star Catering January 2010 - Present
Katz, Sapper & Miller May 2015 - July 2015
City of Lawrence June 2014 - July 2014
Indianapolis Fruit Company May 2014 - July 2014
A Classic Party Rental June 2012 - August 2012
Skills
Time Management, Microsoft Excel, Team Leadership, Teamwork, Creative Problem Solving, Close Attention to..., Analytical Skills, Social Media, Coaching, Business Planning, Social Networking
Education
Marian University 2012 — 2016
Accounting and Finance
Roncalli High School 2008 — 2012
Zimmer Biomet May 2015 - August 2015
Katz, Sapper & Miller January 2014 - April 2014
Skills
Leadership, Cross-functional Team..., Teamwork, Time Management, Marketing, Communication, Public Speaking, Microsoft Office, Financial Analysis, Data Analysis, Sales, Competitive Analysis, Market Research, Social Media, Entrepreneurship, Leadership Development, Organizational..., Project Management, Public Relations, Fundraising, Recruiting, Integrity, Customer Service, Social Networking
Education
Purdue University 2012 — 2016
Bachelor of Science (B.S.) in Business Management, Concetrations in Finance and Marketing, Certificate of Entrepreneurship and Innovation
Katz, Sapper & Miller October 2014 - Present
Katz, Sapper & Miller January 2014 - April 2014
Sallie Mae September 2012 - July 2013
Brenntag Mid South, Inc March 2012 - August 2012
United States Soccer Federation June 2011 - December 2011
North Central High School Athletic Department May 2010 - June 2010
Strom Thurmond Wellness and Fitness Center January 2008 - May 2008
Finish Line January 2007 - June 2007
Skills
Microsoft Office: Word,..., Sports, Customer Service, Facebook, Social Media, Sports Marketing, Microsoft Word, Event Planning, Social Networking, Event Management, Outlook, Sales, Sponsorship, Marketing, PowerPoint, Time Management
Education
Indiana University-Purdue University at Indianapolis 2013 — 2014
Masters of Science in Accounting, Accounting
Indiana University Bloomington 2008 — 2011
Bachelor of Science, Sport Marketing and Management, Business
IES London Study Abroad 2010 — 2010
University of South Carolina 2007 — 2008
Bacholor of Science, Sport and Entertainment Management
North Central High School 2003 — 2007
Ascension Health October 2011 - Present
Macy's, Inc. April 2009 - October 2011
Volt Life Sciences March 2007 - February 2009
Katz, Sapper & Miller June 2005 - March 2007
Management Recruiters Office May 2001 - July 2005
HR Dimensions 2004 - 2004
Target Corporation 2002 - 2004
Skills
Recruiting, Human Resources, Interviews, Employee Relations, Onboarding, Training, HRIS, Leadership, Management, Personnel Management, New Hire Orientations, PeopleSoft, Networking, Marketing, Time Management, Business Analysis, Taleo, Microsoft Excel, Applicant Tracking..., Retail, Account Management, Coaching, College Recruiting, Contract Recruitment, Employee Benefits, Employee Engagement, Engineering, Executive Search, Hiring, Internet Recruiting, Medical Devices, Performance Management, Process Improvement, Requirements Analysis, Sales, Screening, Sourcing, Strategic Planning, Talent Acquisition, Talent Management, Technical Recruiting, Temporary Placement, Team Building
Education
Indiana University-Purdue University at Indianapolis 1991 — 2001
Bachelors, Liberal Arts
Katz, Sapper & Miller January 2015 - April 2015
Covance June 2014 - August 2014
BitWise Solutions January 2014 - May 2014
Lumen Christi Catholic School September 2011 - May 2014
Covance May 2013 - August 2013
Eli Lilly and Company May 2012 - August 2012
Eli Lilly and Company May 2011 - August 2011
Eli Lilly and Company May 2010 - August 2010
Skills
Accounting, External Audit, Financial Audits, Financial Reporting, Tax Accounting, Tax Preparation, Income Tax, Statistics, Microsoft Excel, Applied Mathematics, Probability, Financial Accounting, Microsoft Word, SharePoint, PowerPoint, Access, Linear Algebra, Multivariable Calculus, Python, Problem Solving, Organization, Pure Mathematics, Internal Audit
Education
Indiana University-Purdue University at Indianapolis 2014 — 2015
MSA, Accounting
Indiana University-Purdue University at Indianapolis 2011 — 2014
Bachelor of Science (BS), Pure Mathematics/Accounting
Xavier University 2009 — 2011
Mathematics and Biology
Habif, Arogeti & Wynne September 2007 - Present
Katz, Sapper & Miller 1999 - 2007
Skills
Accounting, Internal Controls, Mergers, CPA, Auditing, Financial Reporting, US GAAP, Financial Accounting, GAAP, Tax Accounting, Mergers & Acquisitions, Corporate Tax, Forensic Accounting, QuickBooks, Financial Analysis, Business Valuation, Finance, Tax Preparation, Tax Research, Partnership Taxation, Assurance, External Audit, Income Tax, International Tax, Revenue Recognition, Cash Flow, Financial Statements, Tax Returns, General Ledger, Tax Advisory, Fixed Assets, Internal Audit
Education
University of Notre Dame 1996 — 1999
BBA, Accounting
University of Notre Dame 1995 — 1999
Katz, Sapper & Miller September 2005 - Present
Beers & Cutler 1999 - 2005
Education
University of Notre Dame 1995 — 1998
Katz, Sapper & Miller October 2012 - Present
Dauby O'Connor & Zaleski December 2011 - April 2012
Solution Tree May 2010 - December 2011
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Accounting
Humana May 2014 - Present
Humana May 2013 - May 2014
Humana May 2012 - August 2012
Clifton Gunderson LLP November 2010 - May 2011
Katz, Sapper & Miller October 2008 - October 2010
Clifton Gunderson LLP September 2005 - September 2008
Skills
Financial Analysis, Healthcare, US GAAP, Financial Reporting, Employee Benefits, Auditing, Financial Accounting, Accounting, Internal Controls, GAAP, Corporate Finance, Financial Modeling, SEC filings, Assurance, CPA, Corporate Tax, Healthcare Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Masters, Business Administration
University of Nebraska-Lincoln 2001 — 2005
BS/BA, Accounting/Mathematics
Katz, Sapper & Miller April 2015 - Present
Westfield Washington Public Library April 2013 - April 2015
Westfield Washington Public Library July 2007 - April 2015
Red Star Tavern October 2006 - April 2007
Cost Plus World Market October 2000 - June 2006
Skills
Customer Service, System Administration, Microsoft Office, Strategic Planning, Critical Thinking, Troubleshooting, Creative Problem Solving, Process Improvement, Budget Management, Inventory Management, Purchasing, Vendor Relations, Telephone Skills, Retail Category..., Social Media, Information Literacy, Information Technology..., Technology Planning, Technical Documentation, Evergreen Indiana..., Windows Server 2003, Active Directory, Exchange Server 2003, HTML, Dreamweaver, Windows XP Pro, Windows 7, Public Relations, Publicity, Non-profit..., Fundraising, Grant Writing, Grant Administration
Education
Indiana University-Purdue University at Indianapolis 2000 — 2012
Bachelor of Science (B.S.), Public Administration
Westfield High School
Westfield High School
Next Level CPA Group, P.C. November 2013 - Present
Foster Results, Inc November 2011 - October 2013
Slattery & Holman, P.C. August 2005 - November 2011
Katz, Sapper & Miller September 2003 - June 2005
Skills
Accounting, Bookkeeping, Financial Accounting, CPA, Tax Preparation, Tax, Income Tax, GAAP, Payroll, Tax Returns, Financial Statements, Internal Controls, Tax Accounting
Education
Indiana University-Purdue University at Indianapolis 2003 — 2005
Master of Professional Accountancy, Accounting
Indiana University-Purdue University at Indianapolis 1998 — 2003
Bachelor of Science in Business, Accounting
Jerry L. Cummings, CPA October 2013 - Present
Katz, Sapper & Miller January 2011 - September 2013
Skills
GAAP, Tax Preparation, CPA, Partnership Taxation, Tax Research, Tax Accounting, US GAAP, Corporate Tax, Income Tax, Tax, Tax Returns, Financial Statements, Financial Accounting, General Ledger, Accounting, Financial Reporting, QuickBooks, Fixed Assets
Education
Indiana University-Purdue University at Indianapolis 2010 — 2011
Master's degree, Accounting
Purdue University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Katz, Sapper & Miller January 2015 - Present
Hufford Advisors, LLC June 2010 - August 2014
Charles Schwab November 2009 - May 2010
BKD CPAs & Advisors January 2009 - April 2009
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, Access, Microsoft Office, Cash Flow, Forecasting, Budgets
Education
Purdue University - Krannert School of Management 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Katz, Sapper & Miller August 2014 - Present
Dauby O'Connor & Zaleski June 2014 - August 2014
Dauby O'Connor & Zaleski December 2012 - June 2014
Design and Construction, LLC March 2012 - November 2012
Link Graphics March 2006 - December 2011
Baldwin & Lyons, Inc. May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, QuickBooks, Financial Accounting, Financial Analysis, Bookkeeping, Customer Service, Tax, Financial Reporting, Teamwork, Auditing, Research, Accounts Payable, Financial Statements
Education
Indiana University-Purdue University at Indianapolis 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Katz, Sapper & Miller January 1993 - Present
Booth Tarkington Civic Theatre 2010 - 2011
Heaton :: Eadie, PSC January 1993 - July 2008
Skills
Accounting, ERISA, Auditing, Employee Benefits, Third Party..., Qualified Retirement..., TPA, CPA, Finance, Financial Reporting, Profit Sharing, Tax, Tax Accounting, Training, Financial Accounting
Education
Indiana University Bloomington 1988 — 1992
BS, Accounting
Munster High School 1984 — 1988
St. Paul's Lutheran 1976 — 1984
Scale Computing June 2010 - Present
FitQuake, Inc September 2007 - December 2014
Robert Half Management Resources November 2006 - February 2008
Katz, Sapper & Miller January 2004 - April 2006
Old National Bank, Evansville, IN 1998 - 2003
Skills
Product Management, Entrepreneurship, Start-ups, Storage, Virtualization, HC3, CPA, Strategic Planning, Product Marketing, Taking New Products to..., Product Launch, Competitive Analysis, New Business Development, Storage Area Networks, Strategy, Cloud Computing, Go-to-market Strategy, Enterprise Software, Solution Selling, Channel Partners, Strategic Partnerships, Business Alliances, Salesforce.com, SAN
Education
Indiana University Bloomington 1998 — 2002
BS
harrison high school
Wagner Equipment August 2014 - Present
Wagner Equipment April 2012 - August 2014
Lakeshore Consortium, Inc. July 2009 - April 2012
Lauth Property Group September 2007 - April 2009
Katz, Sapper & Miller October 2005 - September 2007
Crowe Chizek & Company January 2003 - October 2005
Skills
Financial Analysis, Budgeting, Audit, Cash Management, Process Development, Modeling, Financial Reporting, Accounting, Internal Controls, GAAP, Financial Modeling, Mergers, Cash Flow, Excel, Real Estate, Due Diligence, Strategic Planning, Financial Planning, Forecasting, Finance, Financial Statements, Leadership, Auditing, Mergers
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Executive Program
Purdue University - Krannert School of Management 1998 — 2002
Bachelor, Accounting, Finance & Management
Katz, Sapper & Miller January 2010 - Present
Illinois Air National Guard August 2003 - August 2009
Protiviti May 2007 - August 2007
Skills
GAAP, Internal Controls, CPA, Financial Reporting, Sarbanes-Oxley Act, Auditing, US GAAP, Financial Accounting, Accounting, Internal Audit, SAS70, Financial Analysis, Tax, Cost Accounting, Assurance
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Master of Science, Accounting
University of Illinois at Urbana-Champaign 2006 — 2008
Bachelor's degree, Finance
Blue & Co., LLC August 2015 - Present
VonLehman & Company Inc. February 2014 - June 2015
Larry E. Nunn & Associates August 2008 - February 2014
Katz, Sapper & Miller November 2007 - June 2008
L.M. Henderson & Company, LLP December 2003 - November 2007
Skills
Accounting, Tax, Tax Preparation, Income Tax, QuickBooks, GAAP, Financial Reporting, CPA, Internal Controls, Financial Accounting, General Ledger, Bookkeeping, Sarbanes-Oxley Act, ProSystem fx Tax, CCH Intelliconnect, Small Business Tax, Not for Profit, Personal Tax Planning, Corporate Tax Planning, Budget Forecasts, Financial Analysis, Sales & Use Tax..., Personal Financial..., Corporate Tax, Tax Returns, Tax Research, Partnership Taxation, Tax Accounting, Fixed Assets, S Corporations, Tax Advisory
Education
University of Indianapolis 1991 — 1994
Bachelor of Science (B.S.), Accounting
New Palestine High School 1987 — 1991
High School
Cornerstone Group March 2014 - Present
Katz, Sapper & Miller July 2013 - March 2014
OneAmerica Financial Partners October 2012 - July 2013
Southeastern Pension Services, Inc. a United Retirement company August 2004 - October 2012
Southeastern Employee Benefit Services, Inc. February 2001 - July 2004
Retirement Plan Services August 1997 - February 2001
First Data Corporation November 1995 - February 1997
AMAX Realty Development 1989 - 1991
AMAX Inc. 1985 - 1989
AMAX Inc. June 1981 - June 1985
Skills
Pensions, Retirement, Profit Sharing, Plan Design, Pension Administration, 401k, Compliance, Customer Relations, Excel, Plan Administration, Management, Employee Benefits, Analysis, ERISA, Qualified Retirement..., Coaching, Defined Contribution, Retirement Plan..., IRAs, Relationship Management, Business Relationship..., Process Improvement, Financial Analysis, Microsoft Excel, Performance Management, Benefits Administration, Series 6, Fixed Annuities, Mutual Funds, Financial Services, Investment Advisory, Finance, Defined Benefit, Retirement Planning, Wealth Management, Customer Service, Business Planning
Education
New York University 1992 — 1993
CAS, Educational Administration
Long Island University 1987 — 1991
MBA, Finance
Marymount College - Tarrytown 1981 — 1983
BS, Business Administration
Resurrection Elementary School
Freehauf Consulting January 2000 - Present
Gene B. Glick 2009 - 2011
The Precedent Companies 2001 - 2010
Katz, Sapper & Miller June 1988 - January 1999
Skills
Accounting, SQL, Financial Reporting, Real Estate, Process Improvement, Crystal Reports, Documentation, Microsoft Office, Negotiation, SQL Server, Excel, Problem Solving, Visio, Word, Databases, Requirements Analysis, Yardi Voyager, Timberline Construction, Custom Report Design...
Education
Manchester University 1984 — 1988
B.S., Business Accounting
simon property group December 1997 - Present
Katz, Sapper & Miller July 1992 - December 1997
Skills
Accounting, Financial Analysis, Financial Reporting, Budgets, Accounts Payable, Cost Accounting, Consolidation
Education
Manchester College 1988 — 1992
Master of Arts (MA), Accounting
Katz, Sapper & Miller January 2013 - Present
FTI Consulting November 2003 - December 2012
KPMG US August 2003 - October 2003
Skills
Financial Modeling, Business Valuation, Financial Analysis, Valuation, Due Diligence, Forensic Accounting, Corporate Finance, Litigation Support, Financial Reporting, Sarbanes-Oxley Act, Accounting, Litigation Consulting, Business Analysis, Strategic Planning, Auditing, Process Improvement, Business Strategy, Project Management, Tax, Fraud, Litigation
Education
Murray State University 2001 — 2003
Master's degree, Professional Accountancy
Murray State University 1997 — 2001
Bachelor of Science (B.S.), Accounting
Katz, Sapper & Miller January 1985 - Present
Skills
Accounting, Valuation, Business Advisory, Tax, GAAP, Construction, Management Consulting, Litigation Support, Expert Witness, Auditing, Financial Reporting, Strategic Planning, Business Strategy
Education
Indiana University Bloomington 1981 — 1983
Bachelor's degree, Business
St. Joseph's College (IN) 1979 — 1981
Katz, Sapper & Miller October 1983 - Present
Education
Manchester College 1972 — 1976
Bachelor of Science (BS), Accounting
Katz, Sapper & Miller April 2008 - Present
Dickinson Fleet Services, LLC December 2005 - April 2008
Education
Manchester University 1994 — 1999
Browning Investments April 2009 - Present
Katz, Sapper & Miller September 2005 - April 2009
Skills
GAAP
Education
Saint Mary's College 2001 — 2005
B.B.A., Accounting
Saint Mary's College - Notre Dame, IN 2001 — 2005
BBA, Accounting
Angie's List May 2014 - Present
Angie's List September 2013 - May 2014
Angie's List April 2013 - September 2013
Angie's List August 2005 - April 2013
Angie's List May 2010 - May 2011
Katz, Sapper & Miller May 1997 - August 2005
Skills
Accounting, Accounts Payable, Financial Reporting, Forecasting, GAAP, Microsoft Excel, Budget, Team Building, Financial Analysis, Time Management, Cash Flow, Budgets, Management, Leadership, Accounts Receivable, Finance, QuickBooks, Business Analysis, Salesforce.com, Financial Modeling
Education
Manchester University 1992 — 1997
Master's degree, Accounting
Katz, Sapper & Miller August 1999 - Present
Skills
CPA, GAAP, Tax Preparation, Partnership Taxation, Accounting, Financial Reporting, Tax, Tax Accounting, Income Tax, Financial Accounting, US GAAP, Corporate Tax, Internal Controls, Auditing, QuickBooks
Education
Purdue University 1994 — 1998
Bachelor of Science (BS), Accounting
Katz, Sapper & Miller December 2012 - Present
Blue and Co., LLC February 2010 - December 2012
Painter & Pherson, P.C. August 2008 - January 2010
Deloitte Tax LLP September 2007 - August 2008
Mueller & Co., LLP January 2006 - April 2006
McDonald's Restaurants of Ireland June 2005 - July 2005
Alpha Xi Delta 2004 - 2005
Purdue Employees Federal Credit Union July 2002 - September 2003
Skills
Tax, Accounting, General Ledger, Financial Reporting, Tax Preparation, CPA, QuickBooks, Financial Accounting, Account Reconciliation, Accounts Payable, Payroll, Cash Flow, Accounts Receivable, Bookkeeping, ProSystem fx Tax, Microsoft Excel, Corporate Tax, Tax Accounting, Tax Returns
Education
Purdue University 2002 — 2007
BS, Accounting
University College Dublin 2005 — 2005
Katz, Sapper & Miller 2004 - Present
Sunbelt Staffing 2001 - 2002
Superior Consultant Company, Inc. 1996 - 2000
Education
Indiana Wesleyan University
Business Administration
Timpe CPAs, LLC September 2014 - Present
Independent Herbalife Distributor August 2002 - Present
Kelly Services March 2014 - August 2014
Katz, Sapper & Miller February 2006 - June 2007
Deloitte May 2002 - February 2006
Arthur Andersen September 2001 - May 2002
Skills
Tax, Wellness Coaching, Tax Returns, Nutritional Counseling, Wellness, Fitness, Lifestyle Coaching, Public Speaking, Customer Service, Team Building, Coaching, Strategic Planning, Microsoft Word, Microsoft Office, Weight, Weight Loss Coaching, Supplements, Lifestyle, Nutrition, Nutrition Education, Personal Training, Small Business, Home Based Business, Accounting
Education
Indiana University-Northwest 1997 — 2001
Bachelor of Science (BS), Accounting
Park Tudor School September 2011 - Present
Heartland Truly Moving Pictures April 2010 - September 2011
Katz, Sapper & Miller September 2005 - April 2010
Skills
GAAP, Financial Reporting, Accounting, Auditing, QuickBooks, Financial Accounting, Financial Statements, Finance, Human Resources, General Ledger, Financial Analysis
Education
Manchester College 2000 — 2005
Masters, Accounting
Center Grove High School 1997 — 2000
Katz, Sapper & Miller ControllerPrecision Rings IncorporatedFebruary 2011 - Present
Katz Sapper and Miller 1998 - 2011
Roche Diagnostics 1995 - 1998
Banc One Financial Services 1994 - 1997
GTE 1991 - 1994
Skills
Financial Reporting, Manufacturing Operations, CPA, Tax Accounting, Internal Controls, Tax, Accounting, Income Tax, GAAP, Financial Accounting, Recruiting, Human Resources
Education
St. Joseph's College (IN) 1985 — 1989
REI June 2015 - Present
REI June 2014 - June 2015
REI July 2013 - June 2014
CENTURY 21 Scheetz January 2013 - December 2013
Katz, Sapper & Miller November 2009 - December 2012
Katz, Sapper & Miller August 2007 - November 2009
HCR ManorCare 2001 - 2007
LandAmerica Lawyers Title 2004 - 2005
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Sales, Account Reconciliation, Accounting, Auditing, Budgets, Employee Benefits, Financial Reporting, Event Planning, Human Resources, Payroll, PowerPoint, Real Estate, Leadership, Team Building, Strategic Planning
Education
Purdue University 2003 — 2007
Bachelor of Science (B.S.), Organizational Leadership & Supervision
Purdue University
BGBC Partners, LLP November 2010 - Present
Doherty Design Group, LLC March 2008 - November 2010
Katz, Sapper & Miller 2002 - 2007
Katz, Sapper & Miller 2002 - 2007
Electrochemical Coatings, Inc June 1997 - July 2002
Indiana Hand Center July 1996 - June 1997
Education
Indiana Wesleyan University
Bachelor of Science, Accounting
Ivy Tech State College
Associate of Applied Science, Accounting
Marian University
Business Administration
Irwin Kaufman Cpa 2014 - Present
Katz, Sapper & Miller January 2013 - November 2014
Rispler & Co. November 2008 - January 2013
Irwin Kaufman CPA January 2005 - August 2008
Skills
Tax Returns, Tax, Accounting, Microsoft Excel, General Ledger, Financial Analysis, Tax Research, Real Estate, Finance, Strategic Planning, Financial Reporting, QuickBooks, Financial Accounting, Auditing, Legal Research, Wholesale, Manufacturing, Financial Modeling, Financial Projection, Tax Preparation, GAAP, CPA, Financial Statements, Payroll, Bookkeeping, US GAAP
Education
Touro College 2006 — 2008
BS, Accounting
Simon Property Group July 2014 - Present
Simon Property Group 2010 - Present
Angie's List 2008 - 2010
Katz, Sapper & Miller 2005 - 2008
Simon Property Group 2001 - 2005
Conseco Capital Management 1999 - 2001
Skills
Social Media Marketing, Marketing Strategy, Advertising, Budgets, Public Relations, Marketing, Email Marketing, Marketing Communications, Social Media, New Business Development, Social Networking, Lead Generation, Event Planning, Event Management, Strategy, Marketing Management, Account Management, Digital Marketing, B2B, Brand Development, Media Relations, Facebook, Press Releases, Digital Strategy, Peer Mentoring, Online Marketing, Strategic Hiring, Employee Relations, Salesforce.com, Sales, Networking, Relationship Management, Financial Reporting, Highly motivated..., Contract Negotiation, Presentation Development, Employee Training, Employee Evaluation, Customer Acquisition
Education
BHS
Bachelor's in Business with Marketing major
Indiana University Bloomington
Katz, Sapper & Miller Tax ConsultantEli LillyJune 2009 - Present
Eli Lilly June 2009 - Present
Hewitt Associates LLC 2002 - 2004
Ernst and Young 1997 - 2002
Ernst & Young January 1997 - 2001
Education
Northern Illinois University 1999 — 2001
MST, taxation
Illinois Board of Accountancy
CPA
Medxcel August 2013 - Present
Medxcel May 2012 - Present
Katz, Sapper & Miller December 2008 - May 2012
Village Pantry LLC November 2007 - September 2008
Steak n Shake August 2001 - September 2007
Marketing Specialties Inc March 1999 - August 2001
Skills
Accounting, Accounts Payable, Accounts Receivable, Budgets, Account Reconciliation
Education
Indiana Wesleyan University
Business Administration / Accounting
Katz, Sapper & Miller 2001 - Present
Allegiant Technology Group/Seurat 2000 - 2001
Katz, Sapper & Miller 1987 - 2000
Skills
Accounting, Entrepreneurship, Strategic Consulting, Tax, Business Advisory, Cash Management, Mergers & Acquisitions, Financial Modeling, Finance
Education
Manchester University 1983 — 1987
Bachelor of Science, Accounting
DFAS July 2009 - Present
Dehmel & Associates, P.C. July 2008 - February 2010
Katz, Sapper & Miller January 2005 - June 2008
Education
Indiana University-Purdue University at Indianapolis
Business, Accounting/Finance
Katz, Sapper & Miller November 1990 - Present
Skills
Business Strategy, Assurance Services, Entrepreneurship..., Small Business, Tax, Start-ups, Tax Accounting, Assurance, Leadership, Auditing, Accounting, Financial Reporting, Mergers & Acquisitions, Tax Advisory
Education
Indiana University Bloomington 1973 — 1977
BS with honors
Urbahns Companies, Inc. May 1999 - Present
Indianapolis Shredding Company, LLC October 1996 - May 1999
Katz, Sapper & Miller January 1984 - October 1996
Skills
Four Accounting system..., Financial Reporting, Finance, Financial Modeling, Cash Management, Due Diligence, Financial Analysis, Management, Accounting
Education
Purdue University - Krannert School of Management 1978 — 1982
BSIM, Industrial Managment
Slattery & Holman, P.C. February 2007 - Present
Slattery & Holman, P.C. 2007 - Present
Plastic Recycling, Inc. January 2005 - February 2007
Katz, Sapper & Miller 1984 - 2004
Skills
GAAP, Tax Preparation, Tax, Income Tax, US GAAP, Accounting, Tax Accounting, Financial Accounting, Auditing, Financial Reporting, General Ledger, QuickBooks, Internal Controls, Financial Analysis, Tax Research
Education
Indiana University-Southeast 1979 — 1982
BS, Accounting
Indy Solutions, Inc. June 2002 - Present
Carla DeWitt, CPA 1977 - Present
Katz, Sapper & Miller 1984 - 1989
Arthur Andersen & Co. October 1977 - June 1983
Skills
Individual tax..., Business tax preparation, IRS and state tax audits, Business Tax Planning, Real estate transaction..., Real Estate, Single Family Homes, Investors, Investment Properties, Sellers, Residential Homes, Sales, Small Business, Marketing, First Time Home Buyers, Real Estate Investor, Contract Negotiation, Strategic Planning, Investments, Negotiation, Property, Customer Service, Selling, Due Diligence
Education
University of Denver - Daniels College of Business 2005 — 2007
B.S. in Accounting, Accounting
Northwestern University 1973 — 1975
Computer Science
North Central High School - Indianapolis IN 1970 — 1973
National Merit Scholar
BKD CPAs & Advisors November 2012 - Present
Katz, Sapper & Miller June 1999 - November 2012
Skills
Accounting, Partnership Taxation, Assurance, CPA, Income Tax, Tax, Tax Preparation, Tax Returns, Financial Analysis, Corporate Tax, Tax Accounting, Bookkeeping, Tax Research
Education
Manchester College 1994 — 1999
M.Acct, B.A., Accounting
DuraMark Technologies, Inc. December 2014 - Present
PwC September 2010 - December 2014
Katz, Sapper & Miller April 2009 - June 2009
PwC January 2009 - March 2009
Ray, Foley, & Hensley Company May 2008 - August 2008
Skills
CPA, Auditing, SEC filings, GAAP, Internal Controls, Financial Statements, Big 4, Accounting, Financial Audits, Assurance, SOX 404, External Audit, US GAAP, Sarbanes-Oxley, Sarbanes-Oxley Act, Revenue Recognition, Financial Analysis, Financial Accounting, SEC Filings, Corporate Tax
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2010
Masters in Professional Accounting, Financial Reporting & Assurance
University of Kentucky 2005 — 2008
BS, Accounting
Noblesville High School 2001 — 2005
House Investments October 2012 - Present
Katz, Sapper & Miller January 2010 - October 2012
Skills
Partnership Taxation, Tax Accounting, CPA, Tax, Tax Preparation, Accounting, QuickBooks, Financial Reporting, Financial Accounting, Tax Returns, US GAAP, Income Tax
Education
Purdue University 2005 — 2009
BS, Accounting
Deloitte & Touche Overseas LLP July 2013 - Present
Deloitte August 2012 - Present
Deloitte & Touche August 2007 - August 2012
Katz, Sapper & Miller 2006 - 2006
Skills
US GAAP, Auditing, CPA, SEC Filings, Internal Controls, GAAP, Sarbanes-Oxley Act
Education
Purdue University 2002 — 2007
Bachelors of Science, Accounting, Management
Katz, Sapper & Miller May 1983 - Present
Education
Purdue University 1976 — 1980
BS, management
Katz, Sapper & Miller November 1998 - Present
Peachin, Schwartz & Weingardt PC October 1994 - November 1998
Skills
Tax Preparation, Tax Returns, Tax Advisory, Tax Review, Accounting, Tax Accounting, Real Estate, Real Estate Transactions, Commercial Real Estate, Like-Kind Exchanges, Consulting, Business Advisory, Professional Services, CPA, Certified Public..., Corporate Tax, Income Tax, Start-ups, Tax Research, Financial Reporting, GAAP, Tax, QuickBooks, Financial Accounting
Education
Saint Louis University 1987 — 1989
MBA
University of Arkansas 1983 — 1987
BSBA, Accounting
South Side High School, Rockville Centre, New York 1980 — 1983
High School Diploma
Katz, Sapper & Miller January 2013 - Present
BKD CPAs & Advisors January 2011 - April 2011
Skills
Financial Reporting, Microsoft Office, Financial Accounting, CPA, Microsoft Excel, Auditing, Accounting, Financial Analysis, Tax, GAAP, Income Tax, Tax Preparation, Finance, US GAAP, Microsoft Word
Education
Purdue University - Krannert School of Management 2007 — 2012
Bachelor's degree, Accounting, Management, Finance, With Distinction
Katz, Sapper & Miller October 2011 - Present
Katz, Sapper & Miller January 2011 - April 2011
Wes Robinson for House September 2009 - November 2010
L.M. Henderson and Company, LLP 2009 - 2009
Education
Indiana University-Purdue University at Indianapolis 2008 — 2011
Bachelor, Accounting and Finance
Purdue University
Dauby O'Connor & Zaleski November 2009 - January 2013
Paul Kite Companies August 2007 - January 2009
Katz, Sapper & Miller November 2003 - August 2007
simon property group 1999 - 2000
Skills
Tax, Corporate Tax, Business valuation, Partnership Taxation, Accounting, CPA, Bookkeeping, Tax Returns, Financial Statements, Financial Analysis, Tax Credits, Tax Accounting, Income Tax
Education
Indiana University-Purdue University at Indianapolis 1989 — 2002
BS, Finance
University of Indianapolis - School of Business
Stamp Farms & Affiliates: Northstar Grain, LLC September 2012 - December 2012
Touton USA Limited March 2010 - September 2012
Archer Daniels Midland November 2009 - March 2010
Katz, Sapper & Miller 2006 - 2009
Crowe Horwath LLP June 2004 - May 2006
Education
Purdue University 1999 — 2004
Bachelor's degree, Accounting
Speedway SuperAmerica LLC June 2011 - Present
Fairbanks Hospital November 2010 - June 2011
Katz, Sapper & Miller May 2007 - April 2009
Skills
Administration, Database Administration, Computer Literate
Education
Tidewater Tech-Trades
OmniSource Marketing Group February 2003 - Present
Katz, Sapper & Miller 1998 - 2003
Skills
Auditing, CPA, Strategic Planning, Marketing, Financial Reporting, Accounting, Strategic Financial..., Financial Analysis, Small Business, Cash Flow
Education
Indiana University Bloomington 1994 — 1998
Bachelor's of Science, Accounting and Finance
Katz, Sapper & Miller October 2011 - Present
Skills
CPA, Tax Preparation
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Arts (BA), Accounting
Katz, Sapper & Miller April 2014 - Present
Nyhart 2006 - March 2014
Ernst & Young 1996 - 2001
Bankers Conseco Life Insurance Company 1991 - 1996
Skills
Pensions, Employee Benefits, 401k, Business Planning, Customer Service, Strategic Planning, Microsoft Excel, Microsoft Word, Business Development, Marketing
Education
Indiana University Bloomington 1986 — 1990
Bachelor of Science (BS), Accounting and Business/Management
Katz, Sapper & Miller January 2011 - Present
Skills
Financial Analysis, Financial Audits, Account Reconciliation, Financial Reporting, Auditing, GAAP, Assurance, Financial Accounting, CPA, Tax, Internal Controls, US GAAP, Accounting
Education
University of Indianapolis 2006 — 2010
Accounting
Katz, Sapper & Miller August 2009 - Present
Education
Indiana University McKinney School of Law 2006 — 2009
JD, cum laude
University of Notre Dame 2002 — 2006
BBA, magna cum laude, Accounting
Berlitz Corporation 2005 - 2012
Shanghai American School 2009 - 2011
Thomas Hermann, Accountant January 1995 - 1997
Hewlett-Packard January 1992 - May 1994
Tactical Truck Corporation January 1990 - December 1991
Katz, Sapper & Miller August 1985 - March 1989
Education
Purdue University 1980 — 1983
BSGM, Management/Accounting
Katz, Sapper & Miller January 2014 - April 2014
Staples September 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Public Speaking
Education
Indiana University-Purdue University at Indianapolis 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
DWA Healthcare Communications Group CFOFranklin United methodist CommunityMay 2008 - April 2012
Katz, Sapper & Miller April 1985 - May 2008
Skills
Strategic Planning, Process Improvement, Healthcare, Forecasting, Financial Analysis, Risk Management, Management, Project Management, Leadership, Change Management, Business Planning, Strategy, Business Strategy, Microsoft Office, Microsoft Excel, Marketing, Data Analysis, Cross-functional Team..., Business Development
Education
University of Indianapolis 1970 — 1974
Bachelor of Arts (B.A.), Business Administration and History
John Glenn High School
Katz, Sapper & Miller April 2008 - Present
Education
Purdue University 1988 — 1992
Accounting
Grand Lodge F. &A.M of Indiana November 1998 - Present
Grand Lodge F. & A.M. of Indiana November 1998 - Present
Katz, Sapper & Miller July 1998 - November 1998
Bailey Williams McGonigal & Knowles January 1993 - July 1998
Skills
Accounting, Financial Reporting, Microsoft Word, Financial Analysis, Budgets, Internal Controls, Auditing, Tax, Customer Service, Microsoft Office
Education
Marian College 1989 — 1992
Bachelor of Science in Accounting
Ascension Information Services (AIS) March 2015 - Present
KAR Auction Services, Inc April 2010 - March 2015
Katz, Sapper & Miller August 2007 - April 2010
CED January 2006 - April 2007
Education
Purdue University
Bachelor's degree, Computer Science
Katz, Sapper & Miller January 2015 - April 2015
ALDI July 2013 - December 2014
Simon Property Group November 2011 - May 2013
Highland Golf and Country Club March 2005 - June 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Sales, Management, Communication, Microsoft Word, Time Management, Teamwork, Leadership, Financial Analysis, Income Tax, Corporate Tax
Education
Indiana University-Purdue University at Indianapolis 2010 — 2015
Bachelor of Science (B.S.), Accounting
Pile CPAs October 2012 - Present
Chaniga & Associates PC January 2000 - September 2012
Katz, Sapper & Miller January 1999 - June 2000
RJ Murphy & Associates, PC December 1991 - January 1999
Eppink Murphy & Company, PC October 1984 - December 1991
Education
Indiana University-Purdue University at Indianapolis 1979 — 1984
Bachelor’s Degree, Accounting