KPMG Company
Industry: Company
DescriptionKPMG is a professional service company and one of the Big Four auditors, along with Deloitte, Ernst & Young, and PricewaterhouseCoopers. Seated in Amstelveen, the Netherlands, KPMG employs 207,050 people and has three lines of services: financial audit, tax, and advisory. Headquarters: Amstelveen, Netherlands Revenue: 28.96 billion USD (2018) Customer service: 810 800 5555 5522 Subsidiaries: KPMG Canada, KPMG India Private Limited, Founders: Klynveld Kraayenhof & Co., Marwick Mitchell & Co., Klynveld Main Goerdeler, William Barclay Peat & Co.
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KPMG Employees
Employee
Years
Job
Industry
Ryan Dillin, CPA Ryan Dillin, CPA's KPMG Experience August 2008 - February 2012
Job VP Commercial Lending at Prosperity Bank ( Successor in merger with The F&M Bank & Trust Company)
Industry Banking
Experience
Prosperity Bank (successor in merger with The F&M Bank & Trust Company) July 2014 - Present
The F&M Bank & Trust Company July 2014 - December 2014
The F&M Bank & Trust Company November 2012 - July 2014
The F&M Bank & Trust Company June 2012 - November 2012
The F&M Bank & Trust Company February 2012 - June 2012
KPMG August 2008 - February 2012
KPMG January 2007 - March 2007
Skills
Finance, Financial Analysis, Corporate Finance, Financial Modeling, Credit Risk, Auditing, Valuation, Banking, Financial Accounting, Portfolio Management, Financial Reporting, Financial Statements, Investments, Due Diligence, Risk Management, Credit, Mergers, Forecasting, US GAAP, Equities, CPA, Microsoft Excel, Sarbanes-Oxley Act, Buy-side
Education
Southern Methodist University - Cox School of Business 2007 — 2008
Masters, Accounting
Southern Methodist University 2002 — 2006
Southern Methodist University - Cox School of Business 2002 — 2006
Bachelors, Accounting
Prosperity Bank (successor in merger with The F&M Bank & Trust Company) July 2014 - Present
The F&M Bank & Trust Company July 2014 - December 2014
The F&M Bank & Trust Company November 2012 - July 2014
The F&M Bank & Trust Company June 2012 - November 2012
The F&M Bank & Trust Company February 2012 - June 2012
KPMG August 2008 - February 2012
KPMG January 2007 - March 2007
Skills
Finance, Financial Analysis, Corporate Finance, Financial Modeling, Credit Risk, Auditing, Valuation, Banking, Financial Accounting, Portfolio Management, Financial Reporting, Financial Statements, Investments, Due Diligence, Risk Management, Credit, Mergers, Forecasting, US GAAP, Equities, CPA, Microsoft Excel, Sarbanes-Oxley Act, Buy-side
Education
Southern Methodist University - Cox School of Business 2007 — 2008
Masters, Accounting
Southern Methodist University 2002 — 2006
Southern Methodist University - Cox School of Business 2002 — 2006
Bachelors, Accounting
Ben Willoughby Ben Willoughby's KPMG Experience November 2009 - August 2012
Job Director of Finance and Accounting at Modern Dental Services
Industry Accounting
Experience
Modern Dental Services August 2015 - Present
Rent-A-Center August 2012 - August 2015
KPMG November 2009 - August 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Financial Reporting, Accounting, Management, Microsoft Office, US GAAP, Due Diligence, GAAP, External Audit, Internal Controls, Auditing
Education
Southern Methodist University - Cox School of Business 2008 — 2009
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, Accounting
Modern Dental Services August 2015 - Present
Rent-A-Center August 2012 - August 2015
KPMG November 2009 - August 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Financial Reporting, Accounting, Management, Microsoft Office, US GAAP, Due Diligence, GAAP, External Audit, Internal Controls, Auditing
Education
Southern Methodist University - Cox School of Business 2008 — 2009
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, Accounting
Demetria (Demetria Robinson) Carter Demetria (Demetria Robinson) Carter's KPMG Experience October 1996 - May 2000
Job Financial Management Specialist at Centers for Medicare & Medicaid Services
Industry Government Administration
Experience
Centers for Medicare & Medicaid Services April 2007 - Present
Demetria L. Robinson-Carter, CPA, LLC May 2000 - Present
Tulane University Hospital & Clinic May 2000 - November 2006
KPMG October 1996 - May 2000
Skills
Financial Accounting, Auditing, Healthcare Reimbursement, Payroll Taxes, Personal Income Tax..., Corporate Tax, Financial Statements, GAAP, Managerial Finance, Leadership, Accounting, Healthcare
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1985 — 1989
Bachelor of Science (BS), Accounting
East St. John High School, Reserve, LA
Centers for Medicare & Medicaid Services April 2007 - Present
Demetria L. Robinson-Carter, CPA, LLC May 2000 - Present
Tulane University Hospital & Clinic May 2000 - November 2006
KPMG October 1996 - May 2000
Skills
Financial Accounting, Auditing, Healthcare Reimbursement, Payroll Taxes, Personal Income Tax..., Corporate Tax, Financial Statements, GAAP, Managerial Finance, Leadership, Accounting, Healthcare
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1985 — 1989
Bachelor of Science (BS), Accounting
East St. John High School, Reserve, LA
Ann Connell, CPA Ann Connell, CPA's KPMG Experience 1992 - 1994
Job Accountant
Industry Accounting
Experience
International Auto Logistics April 2014 - Present
Saussy Burbank July 2012 - September 2013
Ginkgo Residential LLC May 2007 - June 2012
Cannon School August 2006 - May 2007
Bilodeau Wells 2004 - 2006
Dwight Asset Management 1994 - 2003
KPMG 1992 - 1994
Susan Mousseau CPA 1990 - 1992
Skills
Accounting, Accounts Receivable, Account Reconciliation, Financial Reporting, Financial Analysis, Microsoft Excel, Variance Analysis, Internal Controls, General Ledger, Property Management, Auditing, GAAP, Financial Accounting, Microsoft Word, Budgets, Sarbanes-Oxley Act, Bookkeeping, Payroll, QuickBooks, Great Plains Software, Bank Reconciliation, Invoicing, Forecasting, Access
Education
State University of New York College at Plattsburgh 1990 — 1992
BS, Accounting
Southern New Hampshire University 1978 — 1982
BS, MIS
Randolph Union High School
International Auto Logistics April 2014 - Present
Saussy Burbank July 2012 - September 2013
Ginkgo Residential LLC May 2007 - June 2012
Cannon School August 2006 - May 2007
Bilodeau Wells 2004 - 2006
Dwight Asset Management 1994 - 2003
KPMG 1992 - 1994
Susan Mousseau CPA 1990 - 1992
Skills
Accounting, Accounts Receivable, Account Reconciliation, Financial Reporting, Financial Analysis, Microsoft Excel, Variance Analysis, Internal Controls, General Ledger, Property Management, Auditing, GAAP, Financial Accounting, Microsoft Word, Budgets, Sarbanes-Oxley Act, Bookkeeping, Payroll, QuickBooks, Great Plains Software, Bank Reconciliation, Invoicing, Forecasting, Access
Education
State University of New York College at Plattsburgh 1990 — 1992
BS, Accounting
Southern New Hampshire University 1978 — 1982
BS, MIS
Randolph Union High School
Misty D'Amico Misty D'Amico's KPMG Experience 1996 - 1998
Job Global Tax Manager at Fairchild Semiconductor
Industry Semiconductors
Experience
Fairchild Semiconductor October 2011 - Present
Davidson Freedle Espenhover & Overby, P.C. September 2007 - September 2011
Ernst & Young 2000 - 2003
Future Electronics 1998 - 2000
KPMG 1996 - 1998
Ernst & Young 1991 - 1996
Skills
Business and individual..., Nonprofit tax and..., Transfer Pricing..., Tax, CPA, Income Tax, Tax Preparation, Corporate Tax, International Tax, Transfer Pricing, GAAP, Financial Accounting, Tax Accounting, Tax Research
Education
The University of Texas at Austin 1986 — 1991
MPA, Accounting
Southern New Hampshire University
Business Education
Fairchild Semiconductor October 2011 - Present
Davidson Freedle Espenhover & Overby, P.C. September 2007 - September 2011
Ernst & Young 2000 - 2003
Future Electronics 1998 - 2000
KPMG 1996 - 1998
Ernst & Young 1991 - 1996
Skills
Business and individual..., Nonprofit tax and..., Transfer Pricing..., Tax, CPA, Income Tax, Tax Preparation, Corporate Tax, International Tax, Transfer Pricing, GAAP, Financial Accounting, Tax Accounting, Tax Research
Education
The University of Texas at Austin 1986 — 1991
MPA, Accounting
Southern New Hampshire University
Business Education
Melissa Curl, CPA Melissa Curl, CPA's KPMG Experience September 2007 - August 2009
Job Manager Revenue Accounting & Analysis at Virgin America
Industry Airlines/Aviation
Experience
Virgin America January 2015 - Present
Virgin America September 2013 - January 2015
Southwest Airlines July 2010 - August 2013
ZipRealty August 2009 - June 2010
KPMG September 2007 - August 2009
Skills
Financial Analysis, Accounting, Excel, PowerPoint, Financial Reporting, Microsoft Office, Public Speaking, Financial Modeling, Microsoft Excel, Data Analysis, CPA, SEC filings, Finance, Process Improvement, Analysis, Essbase, Mergers, Financial Accounting, Sarbanes-Oxley Act
Education
Southern Methodist University - Cox School of Business 2002 — 2007
BBA, MSA, Accounting
Virgin America January 2015 - Present
Virgin America September 2013 - January 2015
Southwest Airlines July 2010 - August 2013
ZipRealty August 2009 - June 2010
KPMG September 2007 - August 2009
Skills
Financial Analysis, Accounting, Excel, PowerPoint, Financial Reporting, Microsoft Office, Public Speaking, Financial Modeling, Microsoft Excel, Data Analysis, CPA, SEC filings, Finance, Process Improvement, Analysis, Essbase, Mergers, Financial Accounting, Sarbanes-Oxley Act
Education
Southern Methodist University - Cox School of Business 2002 — 2007
BBA, MSA, Accounting
Kaleb Lee Kaleb Lee's KPMG Experience July 2015 - July 2015
Job Summer Associate at The Boston Consulting Group
Industry Graphic Design
Experience
The Boston Consulting Group June 2015 - Present
KPMG July 2015 - July 2015
Barclays January 2015 - January 2015
Boca Graphics CO., July 2009 - January 2015
Credit Suisse May 2014 - May 2014
Skills
Graphic Design, Web Development, Web Design, Advertising, Online Marketing, SEO copywriting, SEO, Accounting, Financial Accounting, Marketing Strategy, Business Strategy
Education
Southern Methodist University 2013 — 2017
Bachelor’s Degree, Advertising - Creative
Southern Methodist University - Cox School of Business 2013 — 2017
Bachelor’s Degree, Accounting
The Boston Consulting Group June 2015 - Present
KPMG July 2015 - July 2015
Barclays January 2015 - January 2015
Boca Graphics CO., July 2009 - January 2015
Credit Suisse May 2014 - May 2014
Skills
Graphic Design, Web Development, Web Design, Advertising, Online Marketing, SEO copywriting, SEO, Accounting, Financial Accounting, Marketing Strategy, Business Strategy
Education
Southern Methodist University 2013 — 2017
Bachelor’s Degree, Advertising - Creative
Southern Methodist University - Cox School of Business 2013 — 2017
Bachelor’s Degree, Accounting
Ashley Taglieri Ashley Taglieri's KPMG Experience July 2014 - Present
Job Forensic Associate at KPMG
Industry Information Technology and Services
Experience
KPMG July 2014 - Present
Guidance Software August 2012 - July 2014
FXDD September 2011 - July 2012
Skills
Computer Forensics, Digital Forensics, EnCase, Incident Response, Computer Security, Litigation Support, SQL, Project Management, Windows, MySQL, HTML, Team Leadership, Leadership, Microsoft Office, FTK, Customer Service, Microsoft Excel
Education
Southern Utah University 2008 — 2011
Bachelor of Science (BS), Computer Science - Forensic Emphasis
University of Arkansas at Fayetteville 2006 — 2008
KPMG July 2014 - Present
Guidance Software August 2012 - July 2014
FXDD September 2011 - July 2012
Skills
Computer Forensics, Digital Forensics, EnCase, Incident Response, Computer Security, Litigation Support, SQL, Project Management, Windows, MySQL, HTML, Team Leadership, Leadership, Microsoft Office, FTK, Customer Service, Microsoft Excel
Education
Southern Utah University 2008 — 2011
Bachelor of Science (BS), Computer Science - Forensic Emphasis
University of Arkansas at Fayetteville 2006 — 2008
Marieke Roberts Marieke Roberts's KPMG Experience December 1997 - June 2001
Job Owner, STREAMLINE
Industry Sports
Experience
STREAMLINE Biomechanics May 2010 - Present
KPMG December 1997 - June 2001
MS Acquisitions December 1996 - May 1998
Skills
Economics, Transfer Pricing, Strategy, Public Relations, Multilingual, Computer Literate, Training, Swim Coach, Murals, Intangible Assets, Profit Split Analysis
Education
Southern Methodist University 1993 — 1996
B. A., Economics & International Business, Overall GPA 3.7 - MAGNA CUM LAUDE
Rijksuniversiteit Groningen / University of Groningen 1992 — 1993
Roman Languages and Cultures
STREAMLINE Biomechanics May 2010 - Present
KPMG December 1997 - June 2001
MS Acquisitions December 1996 - May 1998
Skills
Economics, Transfer Pricing, Strategy, Public Relations, Multilingual, Computer Literate, Training, Swim Coach, Murals, Intangible Assets, Profit Split Analysis
Education
Southern Methodist University 1993 — 1996
B. A., Economics & International Business, Overall GPA 3.7 - MAGNA CUM LAUDE
Rijksuniversiteit Groningen / University of Groningen 1992 — 1993
Roman Languages and Cultures
Christopher Roach Christopher Roach's KPMG Experience January 1991 - April 2005
Job Managing Director, National IT Practice Leader at CBIZ
Industry Information Technology and Services
Experience
CBIZ January 2013 - Present
Think-IT Services, LLC April 2005 - December 2012
InfraGard February 2008 - February 2010
Infragard Houston chapter 2004 - 2008
KPMG January 1991 - April 2005
Skills
Data Center Strategic..., Business Continuity..., Governance, Risk &..., IT Security Risk..., CIO Strategic Support, IT Audit & Compliance, Compliance, Business Continuity..., Strategic Planning, IT Audit, Data Center, Security Risk, GRC, CISM, Information Security, IT Security Assessments, Risk Management, CRISC, Security, Change Management, Information Technology, Business Continuity, Management, Governance, IT Service Management, CISSP, Information Security..., Disaster Recovery, Vulnerability Assessment, Enterprise Architecture, Cloud Computing, IT Strategy, ISO 27001, PCI DSS, Computer Forensics, COBIT, Penetration Testing, ERP, Application Security, Security Audits, Enterprise Risk..., IT Management, Sarbanes-Oxley Act, CISA, Security Policy, NIST, Computer Security, Identity Management, Vulnerability Management, Data Security
Education
Southern New Hampshire University 1978 — 1982
BS, Management Information Systems
CBIZ January 2013 - Present
Think-IT Services, LLC April 2005 - December 2012
InfraGard February 2008 - February 2010
Infragard Houston chapter 2004 - 2008
KPMG January 1991 - April 2005
Skills
Data Center Strategic..., Business Continuity..., Governance, Risk &..., IT Security Risk..., CIO Strategic Support, IT Audit & Compliance, Compliance, Business Continuity..., Strategic Planning, IT Audit, Data Center, Security Risk, GRC, CISM, Information Security, IT Security Assessments, Risk Management, CRISC, Security, Change Management, Information Technology, Business Continuity, Management, Governance, IT Service Management, CISSP, Information Security..., Disaster Recovery, Vulnerability Assessment, Enterprise Architecture, Cloud Computing, IT Strategy, ISO 27001, PCI DSS, Computer Forensics, COBIT, Penetration Testing, ERP, Application Security, Security Audits, Enterprise Risk..., IT Management, Sarbanes-Oxley Act, CISA, Security Policy, NIST, Computer Security, Identity Management, Vulnerability Management, Data Security
Education
Southern New Hampshire University 1978 — 1982
BS, Management Information Systems
Heather Stanislawski Heather Stanislawski's KPMG Experience January 2014 - March 2014
Job Tax Associate, Tolleson Wealth Management
Industry Accounting
Experience
Tolleson Wealth Management June 2014 - Present
KPMG January 2014 - March 2014
The Greiner Family October 2010 - December 2013
Stanislawski & Company, Inc. C.P.A. June 2006 - December 2013
Southern Methodist University May 2011 - August 2011
Style Firm September 2009 - August 2010
Little Flower Candy Company October 2008 - August 2010
Skills
Leadership, QuickBooks, Event Planning, Fundraising, Accounting, Public Speaking, Nonprofits, English
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting, Junior
Tolleson Wealth Management June 2014 - Present
KPMG January 2014 - March 2014
The Greiner Family October 2010 - December 2013
Stanislawski & Company, Inc. C.P.A. June 2006 - December 2013
Southern Methodist University May 2011 - August 2011
Style Firm September 2009 - August 2010
Little Flower Candy Company October 2008 - August 2010
Skills
Leadership, QuickBooks, Event Planning, Fundraising, Accounting, Public Speaking, Nonprofits, English
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting, Junior
Bethell-Anne Osborne's KPMG Experience January 1998 - May 1999
Job Director, Business Development
Industry Education Management
Experience
University of Texas at Dallas March 2011 - Present
DFW L&D Director's Roundtable October 2012 - Present
Forum April 2005 - September 2010
Hybrid Inc. March 2002 - September 2004
Luminant Worldwide August 1999 - February 2002
KPMG January 1998 - May 1999
A.T. Kearney 1986 - 1991
Skills
Leadership Development, Strategic Planning, Organizational..., Organizational..., Change Management, Management Consulting, Executive Coaching, Talent Management, Executive Development, Leadership, Program Management, New Business Development, Business Development, Business Strategy, Recruiting, Business Process..., Human Resources, Coaching, Team Leadership, Consulting, Management, Marketing Strategy, Training, Outsourcing, Team Building, CRM, Strategy, Sales Management, Workshop Facilitation, Public Speaking, Executive Management, Sales, Selling, Professional Services, Business Intelligence, Cross-functional Team..., Performance Management, Entrepreneurship, Start-ups, Performance Improvement, Telecommunications, Career Development, Strategic Partnerships, Instructional Design, MBTI, 360 Feedback, Organizational Design, Employee Training, Employee Engagement, Emotional Intelligence
Education
Southern Methodist University - Cox School of Business
MBA, MBA
Blacksburg High School
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS, Marketing, Business
University of Texas at Dallas March 2011 - Present
DFW L&D Director's Roundtable October 2012 - Present
Forum April 2005 - September 2010
Hybrid Inc. March 2002 - September 2004
Luminant Worldwide August 1999 - February 2002
KPMG January 1998 - May 1999
A.T. Kearney 1986 - 1991
Skills
Leadership Development, Strategic Planning, Organizational..., Organizational..., Change Management, Management Consulting, Executive Coaching, Talent Management, Executive Development, Leadership, Program Management, New Business Development, Business Development, Business Strategy, Recruiting, Business Process..., Human Resources, Coaching, Team Leadership, Consulting, Management, Marketing Strategy, Training, Outsourcing, Team Building, CRM, Strategy, Sales Management, Workshop Facilitation, Public Speaking, Executive Management, Sales, Selling, Professional Services, Business Intelligence, Cross-functional Team..., Performance Management, Entrepreneurship, Start-ups, Performance Improvement, Telecommunications, Career Development, Strategic Partnerships, Instructional Design, MBTI, 360 Feedback, Organizational Design, Employee Training, Employee Engagement, Emotional Intelligence
Education
Southern Methodist University - Cox School of Business
MBA, MBA
Blacksburg High School
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS, Marketing, Business
Chris Whetman Chris Whetman's KPMG Experience 1993 - 1998
Job Partner at De Joya Griffith, LLC
Industry Accounting
Experience
De Joya Griffith, LLC 2010 - Present
PricewaterhouseCoopers 2004 - 2009
PwC 2004 - 2009
KPMG 1993 - 1998
KPMG 1993 - 1997
Skills
Audit, Excel, Accounting, SOX, Internal Controls, Financial Reporting, Mergers & Acquisitions, Auditing, Financial Accounting, Sarbanes-Oxley Act, Microsoft Excel, SEC filings, Tax Preparation, Tax, GAAP, CPA, Income Tax, Corporate Tax, Tax Research, QuickBooks, US GAAP, Tax Accounting, Financial Statements, External Audit, SEC Filings
Education
Southern Utah University
De Joya Griffith, LLC 2010 - Present
PricewaterhouseCoopers 2004 - 2009
PwC 2004 - 2009
KPMG 1993 - 1998
KPMG 1993 - 1997
Skills
Audit, Excel, Accounting, SOX, Internal Controls, Financial Reporting, Mergers & Acquisitions, Auditing, Financial Accounting, Sarbanes-Oxley Act, Microsoft Excel, SEC filings, Tax Preparation, Tax, GAAP, CPA, Income Tax, Corporate Tax, Tax Research, QuickBooks, US GAAP, Tax Accounting, Financial Statements, External Audit, SEC Filings
Education
Southern Utah University
Chris Fredrickson Chris Fredrickson's KPMG Experience January 2012 - July 2013
Job Operations Manager at Clean Masters
Industry Consumer Services
Experience
Clean Masters July 2013 - Present
KPMG January 2012 - July 2013
Jensen & Keddington, P.C. August 2011 - January 2012
Southern Utah University May 2010 - August 2011
Skills
Auditing, Accounting, SEC filings, Financial Accounting, Financial Reporting, General Ledger, Fixed Assets, Tax Preparation, Tax, Account Reconciliation, QuickBooks, Internal Audit, CPA, Income Tax, Journal Entries, Government Accounting, External Audit, GAAP, Internal Controls
Education
Southern Utah University 2007 — 2011
MAcc/ MBA, Accounting and Business Administration
College of Eastern Utah 2005 — 2007
Associates, General Study
Clean Masters July 2013 - Present
KPMG January 2012 - July 2013
Jensen & Keddington, P.C. August 2011 - January 2012
Southern Utah University May 2010 - August 2011
Skills
Auditing, Accounting, SEC filings, Financial Accounting, Financial Reporting, General Ledger, Fixed Assets, Tax Preparation, Tax, Account Reconciliation, QuickBooks, Internal Audit, CPA, Income Tax, Journal Entries, Government Accounting, External Audit, GAAP, Internal Controls
Education
Southern Utah University 2007 — 2011
MAcc/ MBA, Accounting and Business Administration
College of Eastern Utah 2005 — 2007
Associates, General Study
Grant Farrell Grant Farrell's KPMG Experience August 2004 - May 2007
Job Vice President at Mercer Capital
Industry Financial Services
Experience
Mercer Capital July 2015 - Present
Erickson Partners May 2007 - June 2015
KPMG August 2004 - May 2007
Skills
Due Diligence, Business Valuation, Valuation, Strategy, Auditing, Finance, Analysis, Restructuring, Networking, Mergers, Mergers & Acquisitions, Financial Reporting, Forensic Accounting, Business Planning, Financial Analysis, Management, Accounting, Financial Modeling, Executive Management, Tax, Tax Compliance, Forecasting, M&A analysis, International M&A
Education
Southern Methodist University 1999 — 2003
BS, Economics
Trinity Christian Academy
Trinity Christian Academy
Mercer Capital July 2015 - Present
Erickson Partners May 2007 - June 2015
KPMG August 2004 - May 2007
Skills
Due Diligence, Business Valuation, Valuation, Strategy, Auditing, Finance, Analysis, Restructuring, Networking, Mergers, Mergers & Acquisitions, Financial Reporting, Forensic Accounting, Business Planning, Financial Analysis, Management, Accounting, Financial Modeling, Executive Management, Tax, Tax Compliance, Forecasting, M&A analysis, International M&A
Education
Southern Methodist University 1999 — 2003
BS, Economics
Trinity Christian Academy
Trinity Christian Academy
Heather Ross Heather Ross's KPMG Experience January 2014 - Present
Job Marketing Account Management at KPMG
Industry Marketing and Advertising
Experience
KPMG January 2014 - Present
The Richards Group June 2011 - December 2013
The Richards Group January 2011 - June 2011
Southwest Airlines September 2010 - January 2011
Moroch August 2009 - December 2009
Skills
Market Research, Marketing, Advertising, Interactive Marketing, Marketing Research, Brand Management
Education
Southern Methodist University 2007 — 2011
Cox School of Business - Bachelor of Business Administration, Marketing/Advertising
Plano Senior High School 2005 — 2007
KPMG January 2014 - Present
The Richards Group June 2011 - December 2013
The Richards Group January 2011 - June 2011
Southwest Airlines September 2010 - January 2011
Moroch August 2009 - December 2009
Skills
Market Research, Marketing, Advertising, Interactive Marketing, Marketing Research, Brand Management
Education
Southern Methodist University 2007 — 2011
Cox School of Business - Bachelor of Business Administration, Marketing/Advertising
Plano Senior High School 2005 — 2007
Jeffrey Mann Jeffrey Mann's KPMG Experience January 1987 - May 1992
Job Insurance Executive creating Significant Achievement Focused on Strategic Ideas
Industry Insurance
Experience
Columbia Lloyds Insurance Company August 2009 - Present
FarmAssure August 2009 - Present
AFR Insurance Co. January 2002 - March 2008
American Farmers and Ranchers 2002 - 2008
Jeffrey S. Mann and Co. 1994 - 2002
HealthChoice May 1992 - August 1994
KPMG January 1987 - May 1992
Horace Mann March 1982 - August 1984
Skills
Insurance, Team Building, Mergers, Strategy, Negotiation, Managerial Finance, Risk Management, Underwriting, Management, Financial Analysis, Mergers & Acquisitions, Business Development, Analysis, Strategic Financial..., Auditing, Finance, Process Improvement, Strategic Planning, Executive Management, Forecasting, Leadership, Business Turnaround, Reinsurance, Accounting, Budgets, Internal Audit, Pricing, Outsourcing, Business Analysis, Property & Casualty..., Casualty, Financial Reporting, General Insurance, Commercial Insurance, Workers Compensation, Claim, Health Insurance, Claims Management, Liability, Casualty Insurance, Financial Planning
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance, General
University of Oklahoma - Price College of Business 1984 — 1986
BBA, Accounting
Columbia Lloyds Insurance Company August 2009 - Present
FarmAssure August 2009 - Present
AFR Insurance Co. January 2002 - March 2008
American Farmers and Ranchers 2002 - 2008
Jeffrey S. Mann and Co. 1994 - 2002
HealthChoice May 1992 - August 1994
KPMG January 1987 - May 1992
Horace Mann March 1982 - August 1984
Skills
Insurance, Team Building, Mergers, Strategy, Negotiation, Managerial Finance, Risk Management, Underwriting, Management, Financial Analysis, Mergers & Acquisitions, Business Development, Analysis, Strategic Financial..., Auditing, Finance, Process Improvement, Strategic Planning, Executive Management, Forecasting, Leadership, Business Turnaround, Reinsurance, Accounting, Budgets, Internal Audit, Pricing, Outsourcing, Business Analysis, Property & Casualty..., Casualty, Financial Reporting, General Insurance, Commercial Insurance, Workers Compensation, Claim, Health Insurance, Claims Management, Liability, Casualty Insurance, Financial Planning
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance, General
University of Oklahoma - Price College of Business 1984 — 1986
BBA, Accounting
Nolie Sweat CPA, CFE Nolie Sweat CPA, CFE's KPMG Experience September 2013 - May 2015
Job Senior, Enterprise Audit at RockTenn
Industry Accounting
Experience
RockTenn June 2015 - Present
KPMG September 2013 - May 2015
KPMG September 2011 - September 2013
Southern Company 2010 - 2010
US Army November 2003 - November 2009
Lowe's September 2002 - July 2003
Bealls November 2001 - September 2002
Bill's Dollar Store 1998 - November 2001
Bill's Dollar Store 1997 - 1998
Skills
Auditing, Accounting, Inventory Management, Risk Assessment, Risk Management, Outlook, Microsoft Excel, Budget, PowerPoint, SQL, Microsoft SQL Server, Budgets, Financial Accounting, Financial Analysis, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Management, Internal Audit, US GAAP, GAAP, Finance, External Audit, Certified Fraud Examiner
Education
University of Georgia - Terry College of Business 2010 — 2010
MAcc, Accounting
Southern New Hampshire University 2008 — 2009
Bachelor of Science, Accounting/Finance
Troy University 2006 — 2008
Associate of Science, Business Administration
RockTenn June 2015 - Present
KPMG September 2013 - May 2015
KPMG September 2011 - September 2013
Southern Company 2010 - 2010
US Army November 2003 - November 2009
Lowe's September 2002 - July 2003
Bealls November 2001 - September 2002
Bill's Dollar Store 1998 - November 2001
Bill's Dollar Store 1997 - 1998
Skills
Auditing, Accounting, Inventory Management, Risk Assessment, Risk Management, Outlook, Microsoft Excel, Budget, PowerPoint, SQL, Microsoft SQL Server, Budgets, Financial Accounting, Financial Analysis, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Management, Internal Audit, US GAAP, GAAP, Finance, External Audit, Certified Fraud Examiner
Education
University of Georgia - Terry College of Business 2010 — 2010
MAcc, Accounting
Southern New Hampshire University 2008 — 2009
Bachelor of Science, Accounting/Finance
Troy University 2006 — 2008
Associate of Science, Business Administration
Roberto Montealegre Roberto Montealegre's KPMG Experience 1996 - 1999
Job
Industry Accounting
Experience
Roberto E. Montealegre III 2009 - 2010
KBA Group LLP (BKD LLP) 2007 - 2009
Commercial Metals Company 2005 - 2007
Grant Thornton 2004 - 2005
Belo 1999 - 2004
KPMG 1996 - 1999
Skills
Account Reconciliation, Accounting, Accounts Payable, Analysis, Auditing, Budgets, Business Analysis, Business Process..., Business Strategy, CPA, Cash Flow, Cash Management, Compliance, Consolidation, Corporate Finance, Cost Accounting, Direct Marketing, Due Diligence, ERP, Enterprise Risk..., External Audit, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Financial Statements, Forecasting, Forensic Accounting, GAAP, General Ledger, IFRS, IT Audit, Internal Audit, Internal Controls, Leadership, Management, Management Consulting, Managerial Finance, Manufacturing, Mergers & Acquisitions, Microsoft Excel, Payroll, PeopleSoft, Process Improvement, Program Management, Project Planning, Publishing, QuickBooks
Education
Southern Methodist University - Cox School of Business 2000 — 2003
MBA, Finance & Financial Consulting
Tulane University - A.B. Freeman School of Business 1988 — 1993
BS, Management / Accounting
Roberto E. Montealegre III 2009 - 2010
KBA Group LLP (BKD LLP) 2007 - 2009
Commercial Metals Company 2005 - 2007
Grant Thornton 2004 - 2005
Belo 1999 - 2004
KPMG 1996 - 1999
Skills
Account Reconciliation, Accounting, Accounts Payable, Analysis, Auditing, Budgets, Business Analysis, Business Process..., Business Strategy, CPA, Cash Flow, Cash Management, Compliance, Consolidation, Corporate Finance, Cost Accounting, Direct Marketing, Due Diligence, ERP, Enterprise Risk..., External Audit, Finance, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Financial Statements, Forecasting, Forensic Accounting, GAAP, General Ledger, IFRS, IT Audit, Internal Audit, Internal Controls, Leadership, Management, Management Consulting, Managerial Finance, Manufacturing, Mergers & Acquisitions, Microsoft Excel, Payroll, PeopleSoft, Process Improvement, Program Management, Project Planning, Publishing, QuickBooks
Education
Southern Methodist University - Cox School of Business 2000 — 2003
MBA, Finance & Financial Consulting
Tulane University - A.B. Freeman School of Business 1988 — 1993
BS, Management / Accounting
Frank Cinatl Frank Cinatl's KPMG Experience 1983 - 1986
Job EVP at Abatix Corp.
Industry Wholesale
Experience
Abatix Corp. January 2011 - Present
Abatix Corp May 1994 - December 2010
The LTV Corporation 1989 - 1993
PwC 1986 - 1989
KPMG 1983 - 1986
Skills
Account Management, Business Development, Forecasting, New Business Development, Mergers, Strategic Planning, Financial Analysis, Sales, Sales Management, Budgets, Contract Negotiation, Negotiation, Business Strategy, Marketing, Process Improvement, Competitive Analysis, Project Management, Microsoft Excel, Marketing Strategy, Microsoft Office, Mergers & Acquisitions, Purchasing, Operations Management, Inventory Management, Team Building, Sales Operations, Key Account Management, Leadership, Pricing, B2B, Direct Sales, Supply Chain Management, Sales Process
Education
Southern Methodist University - Cox School of Business 1990 — 1993
MBA, Business
Texas A&M University 1979 — 1983
BBA, Finance and Accounting
Highland Park High School 1976 — 1979
Abatix Corp. January 2011 - Present
Abatix Corp May 1994 - December 2010
The LTV Corporation 1989 - 1993
PwC 1986 - 1989
KPMG 1983 - 1986
Skills
Account Management, Business Development, Forecasting, New Business Development, Mergers, Strategic Planning, Financial Analysis, Sales, Sales Management, Budgets, Contract Negotiation, Negotiation, Business Strategy, Marketing, Process Improvement, Competitive Analysis, Project Management, Microsoft Excel, Marketing Strategy, Microsoft Office, Mergers & Acquisitions, Purchasing, Operations Management, Inventory Management, Team Building, Sales Operations, Key Account Management, Leadership, Pricing, B2B, Direct Sales, Supply Chain Management, Sales Process
Education
Southern Methodist University - Cox School of Business 1990 — 1993
MBA, Business
Texas A&M University 1979 — 1983
BBA, Finance and Accounting
Highland Park High School 1976 — 1979
Ken Klein Ken Klein's KPMG Experience January 2012 - Present
Job Director Management Consulting; Strategy & Operations at KPMG
Industry Management Consulting
Experience
KPMG January 2012 - Present
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Finance & Accounting
KPMG January 2012 - Present
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Finance & Accounting
John Chaney II John Chaney II's KPMG Experience June 2008 - November 2008
Job Founder at Jack Chaney Films
Industry Accounting
Experience
Jack Chaney Films May 2013 - Present
Hines November 2011 - Present
PreCash January 2009 - October 2011
KPMG June 2008 - November 2008
KPMG September 2006 - June 2008
KPMG January 2005 - March 2005
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Access
Education
Southern Methodist University 2003 — 2006
BBA, MSA, Accounting
The Kinkaid School 1990 — 1997
Jack Chaney Films May 2013 - Present
Hines November 2011 - Present
PreCash January 2009 - October 2011
KPMG June 2008 - November 2008
KPMG September 2006 - June 2008
KPMG January 2005 - March 2005
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Access
Education
Southern Methodist University 2003 — 2006
BBA, MSA, Accounting
The Kinkaid School 1990 — 1997
Trever Campbell Trever Campbell's KPMG Experience October 2010 - November 2011
Job Kernutt Stokes Accountant
Industry Accounting
Experience
Kernutt Stokes LLP November 2011 - Present
KPMG October 2010 - November 2011
Skills
Internal Controls, Sarbanes-Oxley Act, CPA, GAAP, US GAAP, Financial Reporting, Auditing, Accounting, External Audit, Financial Accounting, IFRS, Sarbanes-Oxley, Internal Audit, Financial Analysis, Tax
Education
University of Oregon 2009 — 2010
Master of Accounting, Accounting, Business
Southern Oregon University 2007 — 2009
BS Business Administration, Accounting
Kernutt Stokes LLP November 2011 - Present
KPMG October 2010 - November 2011
Skills
Internal Controls, Sarbanes-Oxley Act, CPA, GAAP, US GAAP, Financial Reporting, Auditing, Accounting, External Audit, Financial Accounting, IFRS, Sarbanes-Oxley, Internal Audit, Financial Analysis, Tax
Education
University of Oregon 2009 — 2010
Master of Accounting, Accounting, Business
Southern Oregon University 2007 — 2009
BS Business Administration, Accounting
Eric Matthews's KPMG Experience April 2007 - February 2011
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2012 - Present
Guardian Healthcare March 2011 - May 2012
KPMG April 2007 - February 2011
KPMG August 2005 - April 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2004 — 2005
Masters, Accounting
Southern Methodist University 2000 — 2004
Bachelor of Science (BS), Accounting
Wells Fargo Securities August 2012 - Present
Guardian Healthcare March 2011 - May 2012
KPMG April 2007 - February 2011
KPMG August 2005 - April 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2004 — 2005
Masters, Accounting
Southern Methodist University 2000 — 2004
Bachelor of Science (BS), Accounting
Jamal Russell Jamal Russell's KPMG Experience October 2004 - Present
Job Senior Accountant at KPMG
Industry Accounting
Experience
KPMG October 2004 - Present
KPMG October 2004 - Present
Deloitte January 2000 - September 2004
Education
Southern Methodist University
KPMG October 2004 - Present
KPMG October 2004 - Present
Deloitte January 2000 - September 2004
Education
Southern Methodist University
Kyle Lukianuk's KPMG Experience October 2014 - December 2014
Job Director of Business Development at Good Returns Group
Industry Financial Services
Experience
Good Returns Group December 2014 - Present
KPMG October 2014 - December 2014
KPMG November 2013 - September 2014
Bank of America July 2012 - November 2013
Bank of America June 2011 - June 2012
SMU Cox School of Business August 2007 - September 2011
Infinium Capital Management June 2009 - August 2009
Skills
Valuation, Financial Modeling, Corporate Finance, Finance, Internal Audit, Financial Analysis, Bloomberg, Due Diligence, Investments, Financial Services, Portfolio Management, Investment Banking, Capital Markets, Risk Management, Bloomberg Terminal, Credit Analysis, Equities, Banking, Accounting, Economics, Financial Reporting, Credit, Private Equity
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance
Danish Institute for Study Abroad 2010 — 2010
Good Returns Group December 2014 - Present
KPMG October 2014 - December 2014
KPMG November 2013 - September 2014
Bank of America July 2012 - November 2013
Bank of America June 2011 - June 2012
SMU Cox School of Business August 2007 - September 2011
Infinium Capital Management June 2009 - August 2009
Skills
Valuation, Financial Modeling, Corporate Finance, Finance, Internal Audit, Financial Analysis, Bloomberg, Due Diligence, Investments, Financial Services, Portfolio Management, Investment Banking, Capital Markets, Risk Management, Bloomberg Terminal, Credit Analysis, Equities, Banking, Accounting, Economics, Financial Reporting, Credit, Private Equity
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance
Danish Institute for Study Abroad 2010 — 2010
Jackie Wilcher, CPA's KPMG Experience January 2012 - March 2012
Job Audit Staff at KPMG
Industry Accounting
Experience
KPMG US October 2013 - Present
KPMG January 2012 - March 2012
Skills
Organized, Timely, Responsible, Accounting, Financial Statements, Auditing, External Audit, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Office, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science in Accounting, Accounting
Southern Methodist University - Cox School of Business 2008 — 2011
Bachelor of Business Administration, Accounting
KPMG US October 2013 - Present
KPMG January 2012 - March 2012
Skills
Organized, Timely, Responsible, Accounting, Financial Statements, Auditing, External Audit, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Office, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science in Accounting, Accounting
Southern Methodist University - Cox School of Business 2008 — 2011
Bachelor of Business Administration, Accounting
Andrew Bernhardt, CPA's KPMG Experience March 2011 - Present
Job Senior Audit Associate KPMG
Industry Accounting
Experience
KPMG March 2011 - Present
Skills
Accounting, US GAAP, GAAP, CPA, External Audit
Education
Southern Methodist University - Cox School of Business 2006 — 2011
KPMG March 2011 - Present
Skills
Accounting, US GAAP, GAAP, CPA, External Audit
Education
Southern Methodist University - Cox School of Business 2006 — 2011
Akhil Verma's KPMG Experience 1996 - 1999
Job Americas P&L leadership | Outsourcing / Offshoring Operations & Technology Services | Client Partner ship.
Industry Outsourcing/Offshoring
Experience
L&T Infotech July 2013 - October 2014
Spencer Stuart 2007 - 2013
MobiApps Holdings 2006 - 2007
MarketTools, Inc. 2005 - 2006
KPMG / KPMG Consulting / BearingPoint, Inc. 2002 - 2005
KPMG / KPMG Consulting / BearingPoint, Inc. 2000 - 2002
KPMG 1996 - 1999
SAI Systems, Inc. 1994 - 1996
PricewaterhouseCoopers 1992 - 1994
Pfizer 1990 - 1992
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Leadership, Management Consulting, Business Development, Business Strategy, Corporate Finance, Executive Management, Professional Services, Executive Search, Change Management, Executive Coaching, Cross-functional Team..., Finance, Business Intelligence, Business Process..., Business Transformation, Mergers, Start-ups, Financial Modeling, Business Analysis, Competitive Analysis, Business Planning, New Business Development, Program Management, Organizational..., Enterprise Software, Financial Services, Financial Analysis, Outsourcing, Due Diligence, Succession Planning, Board Development, Board Governance, Technology Management, ERP Implementations, Relationship Management, Client Development, Global Business..., Business Process..., Business Analytics, Consumer Analytics &..., Information Technology, Strategic Financial..., Management, CRM, Consulting
Education
Columbia University Teachers College 2012 — 2012
External Coach Intensive, Executive Coaching
Southern New Hampshire University 1988 — 1990
MBA, International Business / Finance
Smt. MMK College of Commerce & Economics, Mumbai University 1982 — 1987
Bachelor of Commerce (B.Com.), Business Administration and Management, General
OLPS 1971 — 1981
L&T Infotech July 2013 - October 2014
Spencer Stuart 2007 - 2013
MobiApps Holdings 2006 - 2007
MarketTools, Inc. 2005 - 2006
KPMG / KPMG Consulting / BearingPoint, Inc. 2002 - 2005
KPMG / KPMG Consulting / BearingPoint, Inc. 2000 - 2002
KPMG 1996 - 1999
SAI Systems, Inc. 1994 - 1996
PricewaterhouseCoopers 1992 - 1994
Pfizer 1990 - 1992
Skills
Strategy, Mergers & Acquisitions, Strategic Planning, Leadership, Management Consulting, Business Development, Business Strategy, Corporate Finance, Executive Management, Professional Services, Executive Search, Change Management, Executive Coaching, Cross-functional Team..., Finance, Business Intelligence, Business Process..., Business Transformation, Mergers, Start-ups, Financial Modeling, Business Analysis, Competitive Analysis, Business Planning, New Business Development, Program Management, Organizational..., Enterprise Software, Financial Services, Financial Analysis, Outsourcing, Due Diligence, Succession Planning, Board Development, Board Governance, Technology Management, ERP Implementations, Relationship Management, Client Development, Global Business..., Business Process..., Business Analytics, Consumer Analytics &..., Information Technology, Strategic Financial..., Management, CRM, Consulting
Education
Columbia University Teachers College 2012 — 2012
External Coach Intensive, Executive Coaching
Southern New Hampshire University 1988 — 1990
MBA, International Business / Finance
Smt. MMK College of Commerce & Economics, Mumbai University 1982 — 1987
Bachelor of Commerce (B.Com.), Business Administration and Management, General
OLPS 1971 — 1981
Eric Base Eric Base's KPMG Experience 2000 - 2002
Job Assurance Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP 2004 - Present
McGladrey 2002 - 2004
KPMG 2000 - 2002
Skills
SEC filings, Internal Controls, Financial Accounting, External Audit, Tax, Financial Analysis, SOX 404, Stock Compensation, Revenue Recognition, Internal Audit, SAS70, Technical Accounting..., PCAOB standards, 10Q, Income Tax, Financial Statements, General Ledger, QuickBooks, Tax Advisory, Financial Audits, Hedge Funds, Budgets, Sarbanes-Oxley, Tax Research, Due Diligence, Public Companies, Forensic Accounting, Business Valuation, Cash Flow, Enterprise Risk..., Tax Preparation, IPO, Partnership Taxation, IT Audit, SEC Financial Reporting, Consolidation, FAS 5, IFRS
Education
Southern Methodist University 1995 — 2000
MSA, Accounting
Southern Methodist University - Cox School of Business 1995 — 2000
MSA, Accounting
BDO USA, LLP 2004 - Present
McGladrey 2002 - 2004
KPMG 2000 - 2002
Skills
SEC filings, Internal Controls, Financial Accounting, External Audit, Tax, Financial Analysis, SOX 404, Stock Compensation, Revenue Recognition, Internal Audit, SAS70, Technical Accounting..., PCAOB standards, 10Q, Income Tax, Financial Statements, General Ledger, QuickBooks, Tax Advisory, Financial Audits, Hedge Funds, Budgets, Sarbanes-Oxley, Tax Research, Due Diligence, Public Companies, Forensic Accounting, Business Valuation, Cash Flow, Enterprise Risk..., Tax Preparation, IPO, Partnership Taxation, IT Audit, SEC Financial Reporting, Consolidation, FAS 5, IFRS
Education
Southern Methodist University 1995 — 2000
MSA, Accounting
Southern Methodist University - Cox School of Business 1995 — 2000
MSA, Accounting
Sheila Stark's KPMG Experience October 2010 - June 2012
Job Manager, Internal Audit at 7Eleven
Industry Financial Services
Experience
7-Eleven June 2012 - Present
KPMG October 2010 - June 2012
KPMG August 2006 - September 2010
Dallas County Community College District May 2005 - July 2006
Chapman, Hext & Co., P.C. April 2004 - December 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Financial Reporting, Financial Accounting, GAAP, SEC filings, Financial Audits, Cost Accounting, Finance, Sarbanes-Oxley, Financial Statements, Analysis, Risk Assessment, Financial Analysis, US GAAP, External Audit, Internal Audit
Education
The University of Texas at Dallas - School of Management 2005 — 2006
Masters of Science in Accounting
Southern Methodist University 2001 — 2005
Bachelors of Business Administration, Accounting
West Windsor Plainsboro High School South 1997 — 2001
7-Eleven June 2012 - Present
KPMG October 2010 - June 2012
KPMG August 2006 - September 2010
Dallas County Community College District May 2005 - July 2006
Chapman, Hext & Co., P.C. April 2004 - December 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Financial Reporting, Financial Accounting, GAAP, SEC filings, Financial Audits, Cost Accounting, Finance, Sarbanes-Oxley, Financial Statements, Analysis, Risk Assessment, Financial Analysis, US GAAP, External Audit, Internal Audit
Education
The University of Texas at Dallas - School of Management 2005 — 2006
Masters of Science in Accounting
Southern Methodist University 2001 — 2005
Bachelors of Business Administration, Accounting
West Windsor Plainsboro High School South 1997 — 2001
William Kimble William Kimble's KPMG Experience February 1986 - Present
Job Retired Managing PartnerKPMG
Industry Accounting
Experience
KPMG February 1986 - Present
Education
Southern Methodist University 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
KPMG February 1986 - Present
Education
Southern Methodist University 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Brian Gaebe Brian Gaebe's KPMG Experience September 2006 - December 2012
Job Director of Financial Reporting at EXCO Resources, Inc.
Industry Oil & Energy
Experience
EXCO Resources, Inc. January 2013 - Present
KPMG September 2006 - December 2012
Skills
Financial Reporting, Sarbanes-Oxley Act, Auditing, Financial Analysis, SEC filings, Accounting, GAAP, US GAAP, CPA, Internal Controls, Due Diligence, Financial Modeling, External Audit, Financial Accounting, Asset Management, Valuation
Education
Southern Methodist University - Cox School of Business 2005 — 2006
M.S.A., Accounting
Southern Methodist University - Cox School of Business 2001 — 2005
B.B.A., Accounting
EXCO Resources, Inc. January 2013 - Present
KPMG September 2006 - December 2012
Skills
Financial Reporting, Sarbanes-Oxley Act, Auditing, Financial Analysis, SEC filings, Accounting, GAAP, US GAAP, CPA, Internal Controls, Due Diligence, Financial Modeling, External Audit, Financial Accounting, Asset Management, Valuation
Education
Southern Methodist University - Cox School of Business 2005 — 2006
M.S.A., Accounting
Southern Methodist University - Cox School of Business 2001 — 2005
B.B.A., Accounting
Melissa Moss Melissa Moss's KPMG Experience January 2011 - March 2011
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2012 - Present
KPMG January 2011 - March 2011
Ship Shape Resources May 2009 - July 2009
Skills
Auditing, Tax, Finance, Accounting, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Word, Microsoft Office, Financial Accounting, Outlook, Access, Research, CPA, US GAAP, Internal Controls, Time Management
Education
Southern Methodist University - Cox School of Business 2011 — 2012
Master of Science in Accounting, Taxation
Southern Methodist University 2007 — 2011
Bachelor of Business Administration, Accounting
Southern Methodist University - Cox School of Business 2007 — 2011
KPMG US October 2012 - Present
KPMG January 2011 - March 2011
Ship Shape Resources May 2009 - July 2009
Skills
Auditing, Tax, Finance, Accounting, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Word, Microsoft Office, Financial Accounting, Outlook, Access, Research, CPA, US GAAP, Internal Controls, Time Management
Education
Southern Methodist University - Cox School of Business 2011 — 2012
Master of Science in Accounting, Taxation
Southern Methodist University 2007 — 2011
Bachelor of Business Administration, Accounting
Southern Methodist University - Cox School of Business 2007 — 2011
Jaqueline Rivas's KPMG Experience October 2013 - Present
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2015 - Present
KPMG October 2013 - Present
KPMG January 2012 - March 2012
Pacific Life June 2011 - August 2011
USRES June 2009 - August 2009
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Financial Analysis, Financial Modeling, Asset Management, Portfolio Management, Budgets, Internal Audit
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science in Accounting, Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
KPMG US July 2015 - Present
KPMG October 2013 - Present
KPMG January 2012 - March 2012
Pacific Life June 2011 - August 2011
USRES June 2009 - August 2009
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Financial Analysis, Financial Modeling, Asset Management, Portfolio Management, Budgets, Internal Audit
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science in Accounting, Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting
Ben Schafer Ben Schafer's KPMG Experience June 2004 - Present
Job
Industry Management Consulting
Experience
KPMG June 2004 - Present
EquaTerra, Inc. June 2004 - February 2011
American Airlines June 1999 - June 2004
Candle Corporation September 1996 - June 1999
Lincoln Financial Group July 1995 - September 1996
Skills
Sourcing, Strategic Sourcing, Governance, Offshore, Onshore, Supplier Management, Negotiation, Sourcing & Procurement, Global Sourcing, Supplier Evaluation, Alignment, Contract Negotiation, Outsourcing, Supplier Negotiations, Cost Savings, Procurement, Spend Analysis, Supply Chain Management, Purchasing, Public Speaking, Interviewing, Vendor Management, IT Outsourcing, Offshoring, BPO, Contract Management, Contract Negotiations, Shared Services, Strategy Development, Management Consulting, Change Management, Process Improvement, Business Transformation, Vendor Relations, Outsourcing Management, IT Governance, RFP, Acquisition Integration, Due Diligence, Organizational Design, Consulting, Strategy, Management, Mergers & Acquisitions, Leadership, Business Development
Education
Southern Methodist University - Cox School of Business 1993 — 1995
MBA
University of North Texas 1991 — 1993
BBA
The University of Texas at Austin 1989 — 1990
Denton High School 1986 — 1989
Advanced Diploma with Honors
KPMG June 2004 - Present
EquaTerra, Inc. June 2004 - February 2011
American Airlines June 1999 - June 2004
Candle Corporation September 1996 - June 1999
Lincoln Financial Group July 1995 - September 1996
Skills
Sourcing, Strategic Sourcing, Governance, Offshore, Onshore, Supplier Management, Negotiation, Sourcing & Procurement, Global Sourcing, Supplier Evaluation, Alignment, Contract Negotiation, Outsourcing, Supplier Negotiations, Cost Savings, Procurement, Spend Analysis, Supply Chain Management, Purchasing, Public Speaking, Interviewing, Vendor Management, IT Outsourcing, Offshoring, BPO, Contract Management, Contract Negotiations, Shared Services, Strategy Development, Management Consulting, Change Management, Process Improvement, Business Transformation, Vendor Relations, Outsourcing Management, IT Governance, RFP, Acquisition Integration, Due Diligence, Organizational Design, Consulting, Strategy, Management, Mergers & Acquisitions, Leadership, Business Development
Education
Southern Methodist University - Cox School of Business 1993 — 1995
MBA
University of North Texas 1991 — 1993
BBA
The University of Texas at Austin 1989 — 1990
Denton High School 1986 — 1989
Advanced Diploma with Honors
Jeana Clarke Jeana Clarke's KPMG Experience 1997 - 2000
Job Owner/President Jeana E Clarke, CPA
Industry Accounting
Experience
Jeana E Clarke, CPA May 2009 - Present
Bo & Bellini's Uptown Pet Company, LLC D/B/A Posh Pets Uptown March 2014 - March 2015
Matrix Resources November 2012 - June 2013
PwC January 2005 - May 2009
Trammell Crow Company 2000 - 2004
KPMG 1997 - 2000
Carter Mannix & Company 1997 - 1999
Skills
Tax, Auditing, Accounting, SEC filings, CPA, Tax Accounting, Income Tax, Internal Controls, Sarbanes-Oxley Act, Corporate Tax
Education
Southern Methodist University - Cox School of Business 1990 — 1994
BBA, Accounting
Jeana E Clarke, CPA May 2009 - Present
Bo & Bellini's Uptown Pet Company, LLC D/B/A Posh Pets Uptown March 2014 - March 2015
Matrix Resources November 2012 - June 2013
PwC January 2005 - May 2009
Trammell Crow Company 2000 - 2004
KPMG 1997 - 2000
Carter Mannix & Company 1997 - 1999
Skills
Tax, Auditing, Accounting, SEC filings, CPA, Tax Accounting, Income Tax, Internal Controls, Sarbanes-Oxley Act, Corporate Tax
Education
Southern Methodist University - Cox School of Business 1990 — 1994
BBA, Accounting
Chase Perry's KPMG Experience December 1999 - October 2003
Job Litigation Damages & Intellectual Property Consultant
Industry Management Consulting
Experience
CAP4 Consulting, LLC January 2011 - Present
FTI Consulting, Inc. October 2003 - December 2010
KPMG December 1999 - October 2003
Ernst & Young March 1998 - December 1999
Skills
Intellectual Property, Litigation, Economics, Litigation Support, Patents, Litigation Consulting, Mergers & Acquisitions, Forensic Accounting, Patent Litigation, Due Diligence, Intellectual Property..., Trade Secrets
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA, Finance, Economics
The University of Texas School of Law 1992 — 1995
JD, Trial Advocacy
The University of Texas at Austin 1988 — 1992
BA, Psychology, Philosophy
Seguin High School 1984 — 1988
HS Diploma, College Prep
CAP4 Consulting, LLC January 2011 - Present
FTI Consulting, Inc. October 2003 - December 2010
KPMG December 1999 - October 2003
Ernst & Young March 1998 - December 1999
Skills
Intellectual Property, Litigation, Economics, Litigation Support, Patents, Litigation Consulting, Mergers & Acquisitions, Forensic Accounting, Patent Litigation, Due Diligence, Intellectual Property..., Trade Secrets
Education
Southern Methodist University - Cox School of Business 1996 — 1998
MBA, Finance, Economics
The University of Texas School of Law 1992 — 1995
JD, Trial Advocacy
The University of Texas at Austin 1988 — 1992
BA, Psychology, Philosophy
Seguin High School 1984 — 1988
HS Diploma, College Prep
Todd Inmon Todd Inmon's KPMG Experience March 2006 - March 2008
Job Business Management Consultant at ChurchillTerry
Industry Management Consulting
Experience
ChurchillTerry December 2014 - Present
Brazos Valley Brewing Company February 2014 - December 2014
KPMG US October 2011 - February 2014
Deloitte & Touche March 2008 - October 2011
KPMG March 2006 - March 2008
KPMG International AG January 2005 - July 2005
Skills
Financial Modeling, Transfer Pricing..., Economic Modeling, German, Business Modeling, International Project..., Management Consulting, CFOs, Entrepreneurship
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration (MBA), Finance - Corporate Finance & Alternative Asset Management
The University of Texas at Austin 1998 — 2003
B.A., Business & Psychology
ChurchillTerry December 2014 - Present
Brazos Valley Brewing Company February 2014 - December 2014
KPMG US October 2011 - February 2014
Deloitte & Touche March 2008 - October 2011
KPMG March 2006 - March 2008
KPMG International AG January 2005 - July 2005
Skills
Financial Modeling, Transfer Pricing..., Economic Modeling, German, Business Modeling, International Project..., Management Consulting, CFOs, Entrepreneurship
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration (MBA), Finance - Corporate Finance & Alternative Asset Management
The University of Texas at Austin 1998 — 2003
B.A., Business & Psychology
Kaleigh Schropp Kaleigh Schropp's KPMG Experience July 2014 - Present
Job Deal Advisory Associate at KPMG
Industry Financial Services
Experience
KPMG July 2014 - Present
Southern Methodist University August 2013 - May 2014
Graycourt Capital September 2013 - January 2014
SMU Student Foundation August 2010 - December 2013
Exxon Chemical May 2013 - August 2013
New Energy World Network May 2012 - July 2012
Skills
Programming, Delegation, Team Building, High level of initiative, Confidentiality, Bloomberg Fixed Income..., Microsoft Excel, Strategy, Leadership, Management, Research, Finance, Data Analysis
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance with a Specialization in Alternative Assets
KPMG July 2014 - Present
Southern Methodist University August 2013 - May 2014
Graycourt Capital September 2013 - January 2014
SMU Student Foundation August 2010 - December 2013
Exxon Chemical May 2013 - August 2013
New Energy World Network May 2012 - July 2012
Skills
Programming, Delegation, Team Building, High level of initiative, Confidentiality, Bloomberg Fixed Income..., Microsoft Excel, Strategy, Leadership, Management, Research, Finance, Data Analysis
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance with a Specialization in Alternative Assets
Rebecca Nichols, JD, CPA Rebecca Nichols, JD, CPA's KPMG Experience July 2009 - July 2009
Job Attorney
Industry Law Practice
Experience
Fifth Court Of Appeals April 2015 - Present
Strasburger & Price, LLP October 2013 - April 2015
Texas Fifth District Court of Appeals September 2012 - August 2013
FDIC May 2011 - May 2012
U.S. Department of Justice January 2011 - April 2011
303rd Family District Court June 2010 - August 2010
KPMG July 2009 - July 2009
KPMG September 2007 - June 2009
Skills
SEC filings, CPA, US GAAP, Auditing, Accounting, External Audit, Revenue Recognition, Legal Writing, Sarbanes-Oxley Act, Legal Research, GAAP, Internal Controls
Education
SMU Dedman School of Law 2009 — 2012
Juris Doctor, Cum Laude
Southern Methodist University - Cox School of Business 2006 — 2007
Masters of Science of Accounting, Accounting
Southern Methodist University 2002 — 2006
Bachelors, Accounting, Magna Cum Laude
Fifth Court Of Appeals April 2015 - Present
Strasburger & Price, LLP October 2013 - April 2015
Texas Fifth District Court of Appeals September 2012 - August 2013
FDIC May 2011 - May 2012
U.S. Department of Justice January 2011 - April 2011
303rd Family District Court June 2010 - August 2010
KPMG July 2009 - July 2009
KPMG September 2007 - June 2009
Skills
SEC filings, CPA, US GAAP, Auditing, Accounting, External Audit, Revenue Recognition, Legal Writing, Sarbanes-Oxley Act, Legal Research, GAAP, Internal Controls
Education
SMU Dedman School of Law 2009 — 2012
Juris Doctor, Cum Laude
Southern Methodist University - Cox School of Business 2006 — 2007
Masters of Science of Accounting, Accounting
Southern Methodist University 2002 — 2006
Bachelors, Accounting, Magna Cum Laude
Taylor Colbert, CPA Taylor Colbert, CPA's KPMG Experience July 2015 - July 2015
Job Fund Analyst at Highland Capital Management | CFA Level III Candidate
Industry Accounting
Experience
Highland Capital Management, L.P. July 2015 - Present
KPMG July 2015 - July 2015
KPMG July 2014 - July 2015
Rothstein Kass November 2013 - June 2014
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science (M.S.), Accounting
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Consulting
Highland Capital Management, L.P. July 2015 - Present
KPMG July 2015 - July 2015
KPMG July 2014 - July 2015
Rothstein Kass November 2013 - June 2014
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science (M.S.), Accounting
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Consulting
Allison (Sanders) Smith Allison (Sanders) Smith's KPMG Experience September 2009 - March 2012
Job HBK Capital Management
Industry Accounting
Experience
Texas Scottish Rite Hospital for Children August 2015 - Present
HBK Capital Management March 2012 - August 2015
KPMG September 2009 - March 2012
Skills
Auditing, GAAP, Financial Accounting, Accounting, US GAAP, Internal Controls, Financial Analysis, Financial Reporting, Finance, Sarbanes-Oxley Act, General Ledger, Financial Statements, Due Diligence, Investments
Education
Southern Methodist University - Cox School of Business
BBA - Accounting, Masters of Science in Accounting
Texas Scottish Rite Hospital for Children August 2015 - Present
HBK Capital Management March 2012 - August 2015
KPMG September 2009 - March 2012
Skills
Auditing, GAAP, Financial Accounting, Accounting, US GAAP, Internal Controls, Financial Analysis, Financial Reporting, Finance, Sarbanes-Oxley Act, General Ledger, Financial Statements, Due Diligence, Investments
Education
Southern Methodist University - Cox School of Business
BBA - Accounting, Masters of Science in Accounting
Esmeralda Castro Esmeralda Castro's KPMG Experience June 2010 - August 2010
Job Tax Senior Associate
Industry Accounting
Experience
KPMG LLP October 2013 - Present
KPMG LLP October 2011 - September 2013
SMU Division of Enrollment Services August 2009 - May 2011
KPMG June 2010 - August 2010
Real Time Resolutions, Inc. June 2008 - July 2008
JP Morgan Chase June 2007 - April 2008
Eastfield College June 2007 - August 2007
DISD Internal Audit Department August 2005 - December 2005
Skills
Accounting, Microsoft Excel, Spanish, Financial Analysis, Internal Audit, Auditing, Tax, Sales & Use Tax, Microsoft Office, Managed Audits, Diversity & Inclusion, Time Management, Student Recruiting
Education
SMU Cox School of Business 2010 — 2011
Master of Science, Accounting, Tax
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Southern Methodist University 2006 — 2010
Bachelor of Arts (BA), Spanish
KPMG LLP October 2013 - Present
KPMG LLP October 2011 - September 2013
SMU Division of Enrollment Services August 2009 - May 2011
KPMG June 2010 - August 2010
Real Time Resolutions, Inc. June 2008 - July 2008
JP Morgan Chase June 2007 - April 2008
Eastfield College June 2007 - August 2007
DISD Internal Audit Department August 2005 - December 2005
Skills
Accounting, Microsoft Excel, Spanish, Financial Analysis, Internal Audit, Auditing, Tax, Sales & Use Tax, Microsoft Office, Managed Audits, Diversity & Inclusion, Time Management, Student Recruiting
Education
SMU Cox School of Business 2010 — 2011
Master of Science, Accounting, Tax
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Southern Methodist University 2006 — 2010
Bachelor of Arts (BA), Spanish
Michelle Navarre Michelle Navarre's KPMG Experience September 2015 - Present
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG September 2015 - Present
KPMG January 2014 - March 2014
Jenkins & Kling, P.C. May 2013 - August 2013
KPMG UK June 2012 - July 2012
Peabody Energy May 2011 - August 2011
Skills
PowerPoint, Excel, Word, Access, SAP, Microsoft Word, Microsoft Excel, Facebook, Accounting, Social Networking, Outlook, Leadership
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration, Accounting
Marquette High School 2006 — 2010
KPMG September 2015 - Present
KPMG January 2014 - March 2014
Jenkins & Kling, P.C. May 2013 - August 2013
KPMG UK June 2012 - July 2012
Peabody Energy May 2011 - August 2011
Skills
PowerPoint, Excel, Word, Access, SAP, Microsoft Word, Microsoft Excel, Facebook, Accounting, Social Networking, Outlook, Leadership
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration, Accounting
Marquette High School 2006 — 2010
Mercedes Ulibarri Mercedes Ulibarri's KPMG Experience January 2014 - Present
Job Senior Associate at KPMG
Industry Accounting
Experience
KPMG January 2014 - Present
KPMG July 2013 - December 2013
KPMG October 2011 - June 2013
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Financial Modeling, US GAAP, Financial Accounting, GAAP, Internal Controls, Valuation, Sarbanes-Oxley Act, CPA, External Audit, SEC filings, Corporate Finance, IFRS, Due Diligence, Revenue Recognition, Sarbanes-Oxley, Analysis, Financial Statements, Financial Audits, SAP, Big 4, Assurance
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
La Fundacion de Jose Ortega y Gasset 2009 — 2009
Business, Spanish, Spanish History
KPMG January 2014 - Present
KPMG July 2013 - December 2013
KPMG October 2011 - June 2013
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Financial Modeling, US GAAP, Financial Accounting, GAAP, Internal Controls, Valuation, Sarbanes-Oxley Act, CPA, External Audit, SEC filings, Corporate Finance, IFRS, Due Diligence, Revenue Recognition, Sarbanes-Oxley, Analysis, Financial Statements, Financial Audits, SAP, Big 4, Assurance
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
La Fundacion de Jose Ortega y Gasset 2009 — 2009
Business, Spanish, Spanish History
Dino Rossi, Teacher/CPA Dino Rossi, Teacher/CPA's KPMG Experience September 2008 - April 2009
Job Elementary School Teacher at Lone Pine Elementary School
Industry Primary/Secondary Education
Experience
Medford School District 549C June 2014 - Present
Pacific Retirement Services, Inc. July 2009 - October 2013
KPMG September 2008 - April 2009
Internal Audit Lithia Motors, Inc December 2007 - June 2008
Ashland Partners & Company LLP June 2007 - December 2007
Bank of America June 2005 - June 2007
SkyWest Airlines July 2004 - October 2004
Skills
Accounting, Internal Audit, Financial Reporting, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, GAAP, Finance, Financial Analysis, Financial Audits, Budgets, Variance Analysis, Accounts Payable, External Audit, Financial Statements, Journal Entries, Analysis
Education
Southern Oregon University 2012 — 2014
Master's Degree, Master of Arts in Teaching, Grades 3-8 (Social Studies)
Southern Oregon University 2004 — 2008
B.S., Business Administration (Public Accounting)
Medford School District 549C June 2014 - Present
Pacific Retirement Services, Inc. July 2009 - October 2013
KPMG September 2008 - April 2009
Internal Audit Lithia Motors, Inc December 2007 - June 2008
Ashland Partners & Company LLP June 2007 - December 2007
Bank of America June 2005 - June 2007
SkyWest Airlines July 2004 - October 2004
Skills
Accounting, Internal Audit, Financial Reporting, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, GAAP, Finance, Financial Analysis, Financial Audits, Budgets, Variance Analysis, Accounts Payable, External Audit, Financial Statements, Journal Entries, Analysis
Education
Southern Oregon University 2012 — 2014
Master's Degree, Master of Arts in Teaching, Grades 3-8 (Social Studies)
Southern Oregon University 2004 — 2008
B.S., Business Administration (Public Accounting)
Grant Weiss Grant Weiss's KPMG Experience 1991 - 1996
Job Managing Director at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance 2007 - Present
CIT 1999 - 2007
KPMG 1991 - 1996
Skills
CPA, State of Texas, Private Equity, Credit Analysis, Financial Analysis, Asset Based Lending, Financial Modeling, Commercial Lending, Corporate Finance, Strategic Planning, Loans, Middle Market, Credit, Portfolio Management, Restructuring
Education
The University of Texas at Austin - Red McCombs School of Business 1987 — 1991
BBA, Accounting
Southern Methodist University - Cox School of Business 2000 — 2003
MBA, Finance
Coppperas Cove High School
Wells Fargo Capital Finance 2007 - Present
CIT 1999 - 2007
KPMG 1991 - 1996
Skills
CPA, State of Texas, Private Equity, Credit Analysis, Financial Analysis, Asset Based Lending, Financial Modeling, Commercial Lending, Corporate Finance, Strategic Planning, Loans, Middle Market, Credit, Portfolio Management, Restructuring
Education
The University of Texas at Austin - Red McCombs School of Business 1987 — 1991
BBA, Accounting
Southern Methodist University - Cox School of Business 2000 — 2003
MBA, Finance
Coppperas Cove High School
Gordon Demery Gordon Demery's KPMG Experience July 2015 - Present
Job Associate, People & Change at KPMG
Industry Management Consulting
Experience
KPMG July 2015 - Present
Success Trek Inc. November 2014 - Present
Boone Management Group Inc January 2014 - September 2014
The Chicago School of Professional Psychology March 2013 - August 2013
Sue Duncan Children's Center January 2013 - April 2013
Association House of Chicago January 2013 - April 2013
LeBar Cabinets and Furniture September 2003 - July 2012
Southern Utah University March 2012 - April 2012
Skills
Public Speaking, Teaching, Volunteer Management, Leadership Development, Non-profits, Spanish, Conflict Resolution, Microsoft Office, Event Planning, Research, Coaching, Motivational Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Training
Education
The Chicago School of Professional Psychology 2012 — 2014
M.A., Industrial and Organizational Behavior, 4.00
Southern Utah University 2007 — 2012
B.S, Economics/Business Management
KPMG July 2015 - Present
Success Trek Inc. November 2014 - Present
Boone Management Group Inc January 2014 - September 2014
The Chicago School of Professional Psychology March 2013 - August 2013
Sue Duncan Children's Center January 2013 - April 2013
Association House of Chicago January 2013 - April 2013
LeBar Cabinets and Furniture September 2003 - July 2012
Southern Utah University March 2012 - April 2012
Skills
Public Speaking, Teaching, Volunteer Management, Leadership Development, Non-profits, Spanish, Conflict Resolution, Microsoft Office, Event Planning, Research, Coaching, Motivational Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Training
Education
The Chicago School of Professional Psychology 2012 — 2014
M.A., Industrial and Organizational Behavior, 4.00
Southern Utah University 2007 — 2012
B.S, Economics/Business Management
Hayley Cook, CPA Hayley Cook, CPA's KPMG Experience October 2013 - May 2015
Job at
Industry Accounting
Experience
Goldman Sachs June 2015 - Present
KPMG October 2013 - May 2015
AT&T June 2012 - August 2012
KPMG January 2012 - March 2012
AT&T June 2011 - August 2011
Business to Business May 2010 - July 2010
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, Microsoft Excel, Financial Statements, External Audit, Big 4, Account Reconciliation
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Masters of Science, Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Accounting, Psychology
Goldman Sachs June 2015 - Present
KPMG October 2013 - May 2015
AT&T June 2012 - August 2012
KPMG January 2012 - March 2012
AT&T June 2011 - August 2011
Business to Business May 2010 - July 2010
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, Microsoft Excel, Financial Statements, External Audit, Big 4, Account Reconciliation
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Masters of Science, Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Accounting, Psychology
Savannah Cravens, CPA's KPMG Experience January 2011 - March 2011
Job Tax Senior Associate at PwC
Industry Accounting
Experience
PwC October 2013 - Present
Montgomery Coscia Greilich LLP January 2012 - October 2013
KPMG January 2011 - March 2011
Education
Southern Methodist University 2007 — 2011
Bachelor of Business Administration, Accounting
PwC October 2013 - Present
Montgomery Coscia Greilich LLP January 2012 - October 2013
KPMG January 2011 - March 2011
Education
Southern Methodist University 2007 — 2011
Bachelor of Business Administration, Accounting
Steve Estes Steve Estes's KPMG Experience November 2001 - Present
Job Partner, KPMG
Industry Accounting
Experience
KPMG November 2001 - Present
Capgemini January 2001 - October 2001
EDS August 1999 - January 2001
Oryx Energy May 1996 - August 1999
Martindale Consultants January 1992 - May 1996
Skills
Oil & Gas Industry, Shale Gas, Internal Audit, Sarbanes-Oxley, Auditing, Sarbanes-Oxley Act, Risk Management, Accounting, Enterprise Risk..., Energy, Management, Project Management, Leadership, Project Planning, Energy Industry, Internal Controls, SOX 404
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Master of Business Administration, Accounting & Finance
University of Oklahoma 1987 — 1991
Bachelor of Accountancy, Accounting
KPMG November 2001 - Present
Capgemini January 2001 - October 2001
EDS August 1999 - January 2001
Oryx Energy May 1996 - August 1999
Martindale Consultants January 1992 - May 1996
Skills
Oil & Gas Industry, Shale Gas, Internal Audit, Sarbanes-Oxley, Auditing, Sarbanes-Oxley Act, Risk Management, Accounting, Enterprise Risk..., Energy, Management, Project Management, Leadership, Project Planning, Energy Industry, Internal Controls, SOX 404
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Master of Business Administration, Accounting & Finance
University of Oklahoma 1987 — 1991
Bachelor of Accountancy, Accounting
Alicia Hamilton Chamblee's KPMG Experience 2002 - 2002
Job Compensation Analyst at AT&T
Industry Telecommunications
Experience
AT&T June 2012 - Present
D & A Custom Creations August 2006 - Present
AT&T August 2004 - June 2012
VHA, Novation, HPPI Inc 2005 - 2005
VHA 2003 - 2003
KPMG 2002 - 2002
Arthur Andersen 1998 - 2002
Skills
Sarbanes-Oxley Act, Forecasting, Financial Analysis, Financial Reporting, Process Improvement, Compensation
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Accounting, Strategy
Southern University and Agricultural and Mechanical College at Baton Rouge 1993 — 1997
BS, Accounting
AT&T June 2012 - Present
D & A Custom Creations August 2006 - Present
AT&T August 2004 - June 2012
VHA, Novation, HPPI Inc 2005 - 2005
VHA 2003 - 2003
KPMG 2002 - 2002
Arthur Andersen 1998 - 2002
Skills
Sarbanes-Oxley Act, Forecasting, Financial Analysis, Financial Reporting, Process Improvement, Compensation
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Accounting, Strategy
Southern University and Agricultural and Mechanical College at Baton Rouge 1993 — 1997
BS, Accounting
M. Elliot Utkov, CPA M. Elliot Utkov, CPA's KPMG Experience November 2010 - June 2013
Job Senior Financial Analyst at Trinity Industries
Industry Accounting
Experience
Trinity Industries June 2013 - Present
KPMG November 2010 - June 2013
Morgan Keegan June 2009 - August 2009
KPMG January 2009 - March 2009
CSI Entertainment Insurance May 2007 - May 2008
Skills
Financial Analysis, Due Diligence, Financial Accounting, CPA, Financial Modeling, Accounting, Finance
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MSA, Accounting-Finance
Southern Methodist University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Trinity Industries June 2013 - Present
KPMG November 2010 - June 2013
Morgan Keegan June 2009 - August 2009
KPMG January 2009 - March 2009
CSI Entertainment Insurance May 2007 - May 2008
Skills
Financial Analysis, Due Diligence, Financial Accounting, CPA, Financial Modeling, Accounting, Finance
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MSA, Accounting-Finance
Southern Methodist University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
J. Michael Sousoulas J. Michael Sousoulas's KPMG Experience July 2014 - Present
Job Audit Senior Associate at KPMG
Industry Accounting
Experience
KPMG July 2014 - Present
Rothstein Kass November 2013 - June 2014
Park Place Dealerships May 2013 - November 2013
The Ward Group, Inc. October 2012 - May 2013
Rothstein Kass January 2012 - March 2012
Kappa Sigma Fraternity May 2010 - May 2011
Wunderlich Securities December 2009 - January 2010
Vector Marketing Company May 2009 - November 2009
Skills
Financial Analysis, Microsoft Excel, Accounting, Auditing, Leadership, Financial Reporting, Microsoft Word, Financial Statements, Finance, Financial Modeling, Microsoft Office, Sales, PowerPoint, Financial Accounting, Forecasting, Investments, Getting to Yes
Education
The University of Texas at Dallas 2012 — 2013
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration, Accounting
KPMG July 2014 - Present
Rothstein Kass November 2013 - June 2014
Park Place Dealerships May 2013 - November 2013
The Ward Group, Inc. October 2012 - May 2013
Rothstein Kass January 2012 - March 2012
Kappa Sigma Fraternity May 2010 - May 2011
Wunderlich Securities December 2009 - January 2010
Vector Marketing Company May 2009 - November 2009
Skills
Financial Analysis, Microsoft Excel, Accounting, Auditing, Leadership, Financial Reporting, Microsoft Word, Financial Statements, Finance, Financial Modeling, Microsoft Office, Sales, PowerPoint, Financial Accounting, Forecasting, Investments, Getting to Yes
Education
The University of Texas at Dallas 2012 — 2013
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration, Accounting
Matthew Gound's KPMG Experience October 2012 - Present
Job Senior Audit Associate at KPMG LLP
Industry Accounting
Jeniffer Kratville May's KPMG Experience November 2009 - September 2011
Job Assistant Controller at SixFoot
Industry Computer Games
Experience
SixFoot August 2015 - Present
Trinity Industries, Inc. December 2014 - July 2015
Trinity Industries, Inc. September 2011 - November 2014
KPMG November 2009 - September 2011
Southern Methodist University June 2007 - October 2009
KPMG January 2008 - March 2008
Skills
Auditing, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, GAAP, Internal Controls, Management, Financial Accounting
Education
Southern Methodist University - Cox School of Business 2008 — 2009
MSA, Accounting
Southern Methodist University 2004 — 2008
BBA, Accounting
SixFoot August 2015 - Present
Trinity Industries, Inc. December 2014 - July 2015
Trinity Industries, Inc. September 2011 - November 2014
KPMG November 2009 - September 2011
Southern Methodist University June 2007 - October 2009
KPMG January 2008 - March 2008
Skills
Auditing, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, GAAP, Internal Controls, Management, Financial Accounting
Education
Southern Methodist University - Cox School of Business 2008 — 2009
MSA, Accounting
Southern Methodist University 2004 — 2008
BBA, Accounting
Anoshe Commissariat Anoshe Commissariat's KPMG Experience January 2004 - December 2009
Job Finance Manager FP&A at PepsiCo
Industry Accounting
Experience
PepsiCo August 2014 - Present
PepsiCo - Frito Lay November 2012 - August 2014
PepsiCo December 2010 - November 2012
PepsiCo November 2009 - December 2010
KPMG January 2004 - December 2009
Skills
Financial Analysis, Financial Planning, Auditing, Forecasting, SAP, Internal Controls, Internal Audit, SOX
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Marketing
Southern Methodist University - Cox School of Business 1999 — 2003
BBA, Finance
St. Josephs Convent
PepsiCo August 2014 - Present
PepsiCo - Frito Lay November 2012 - August 2014
PepsiCo December 2010 - November 2012
PepsiCo November 2009 - December 2010
KPMG January 2004 - December 2009
Skills
Financial Analysis, Financial Planning, Auditing, Forecasting, SAP, Internal Controls, Internal Audit, SOX
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Marketing
Southern Methodist University - Cox School of Business 1999 — 2003
BBA, Finance
St. Josephs Convent
Matthew Lariscy Matthew Lariscy's KPMG Experience February 2011 - Present
Job KPMG Management Consulting
Industry Management Consulting
Experience
KPMG February 2011 - Present
Alsbridge 2010 - 2011
Capgemini 2008 - 2009
Skills
ITIL, Program Management, Process Improvement, Management Consulting, Strategy, Financial Modeling, Forecasting, IT Strategy, Governance, Business Process...
Education
Southern Methodist University
Economics; Finance
KPMG February 2011 - Present
Alsbridge 2010 - 2011
Capgemini 2008 - 2009
Skills
ITIL, Program Management, Process Improvement, Management Consulting, Strategy, Financial Modeling, Forecasting, IT Strategy, Governance, Business Process...
Education
Southern Methodist University
Economics; Finance
Max Schlieve, CFA Max Schlieve, CFA's KPMG Experience January 2007 - March 2007
Job Transaction Advisory Services at Ernst & Young
Industry Financial Services
Experience
Ernst & Young November 2010 - Present
Annandale Capital March 2007 - November 2010
KPMG January 2007 - March 2007
HBK Capital Management February 2006 - December 2006
SMU Business Leadership Center September 2003 - December 2006
Skills
Financial Modeling, Business Valuation, Due Diligence, Valuation, Financial Reporting, Financial Analysis, Bloomberg, Hedge Funds, Mergers & Acquisitions, Private Equity, Corporate Finance, Investment Banking, Capital Markets, Investments, Capital IQ, DCF, Hedging
Education
Southern Methodist University - Cox School of Business 2007 — 2008
Masters of Science in Accounting
Southern Methodist University 2003 — 2007
BBA, Accounting, Minor in Spanish
Ernst & Young November 2010 - Present
Annandale Capital March 2007 - November 2010
KPMG January 2007 - March 2007
HBK Capital Management February 2006 - December 2006
SMU Business Leadership Center September 2003 - December 2006
Skills
Financial Modeling, Business Valuation, Due Diligence, Valuation, Financial Reporting, Financial Analysis, Bloomberg, Hedge Funds, Mergers & Acquisitions, Private Equity, Corporate Finance, Investment Banking, Capital Markets, Investments, Capital IQ, DCF, Hedging
Education
Southern Methodist University - Cox School of Business 2007 — 2008
Masters of Science in Accounting
Southern Methodist University 2003 — 2007
BBA, Accounting, Minor in Spanish
Matt Church Matt Church's KPMG Experience July 2014 - June 2015
Job Senior Financial Reporting Accountant at DCT Industrial
Industry Accounting
Experience
DCT Industrial June 2015 - Present
KPMG July 2014 - June 2015
KPMG October 2012 - July 2014
SMU Cox School of Business--MBA Business Leadership Center July 2011 - June 2012
KPMG January 2011 - March 2011
Skills
Accounting, Microsoft Excel, Access, PowerPoint, Microsoft Word, Microsoft Office, Customer Service
Education
Southern Methodist University - Cox School of Business 2011 — 2012
Master of Science, Accounting
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration, Accounting
Southern Methodist University - Dedman College of Humanities & Sciences 2007 — 2011
Minor, Philosophy
DCT Industrial June 2015 - Present
KPMG July 2014 - June 2015
KPMG October 2012 - July 2014
SMU Cox School of Business--MBA Business Leadership Center July 2011 - June 2012
KPMG January 2011 - March 2011
Skills
Accounting, Microsoft Excel, Access, PowerPoint, Microsoft Word, Microsoft Office, Customer Service
Education
Southern Methodist University - Cox School of Business 2011 — 2012
Master of Science, Accounting
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration, Accounting
Southern Methodist University - Dedman College of Humanities & Sciences 2007 — 2011
Minor, Philosophy
Alyssa Patten Alyssa Patten's KPMG Experience 2001 - 2003
Job Private company placement confidential via KBW Financial Staffing & Recruiting
Industry Financial Services
Experience
Evoqua Water Technologies April 2012 - September 2014
Siemens Industry USA 2008 - April 2012
Siemens Industry USA 2006 - 2008
Microtime Computers Inc 2003 - 2006
KPMG 2001 - 2003
Skills
Financial Analysis, Budget Management, Financial Repo, Financial Forecasting, Hyperion Financial..., Financial Planning, KPI Reports, Accounting, Employee Training, Sarbanes-Oxley Act, MS Office Suite, SAP Fusion, QuickBooks, Oracle Database, Papervision, CCH, SEI Trust 3000, WebFOCUS, Cost Accounting, Financial Reporting, Finance
Education
Southern New Hampshire University
Bachelor's Degree, Accounting
Corporate Training
Evoqua Water Technologies April 2012 - September 2014
Siemens Industry USA 2008 - April 2012
Siemens Industry USA 2006 - 2008
Microtime Computers Inc 2003 - 2006
KPMG 2001 - 2003
Skills
Financial Analysis, Budget Management, Financial Repo, Financial Forecasting, Hyperion Financial..., Financial Planning, KPI Reports, Accounting, Employee Training, Sarbanes-Oxley Act, MS Office Suite, SAP Fusion, QuickBooks, Oracle Database, Papervision, CCH, SEI Trust 3000, WebFOCUS, Cost Accounting, Financial Reporting, Finance
Education
Southern New Hampshire University
Bachelor's Degree, Accounting
Corporate Training
April Kletke's KPMG Experience October 2011 - November 2013
Job Senior Fund Accountant at KKR
Industry Accounting
Experience
KKR November 2013 - Present
KPMG October 2011 - November 2013
KPMG January 2010 - March 2010
Hullen Accountancy, LLP May 2009 - July 2009
Skills
US GAAP, Financial Reporting, Auditing, Internal Controls, GAAP, Accounting, External Audit, IFRS, Financial Statements, Assurance, QuickBooks, Financial Audits, SEC filings, Registered Investment..., Valuation
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Master of Science in Accounting
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration, Accounting
KKR November 2013 - Present
KPMG October 2011 - November 2013
KPMG January 2010 - March 2010
Hullen Accountancy, LLP May 2009 - July 2009
Skills
US GAAP, Financial Reporting, Auditing, Internal Controls, GAAP, Accounting, External Audit, IFRS, Financial Statements, Assurance, QuickBooks, Financial Audits, SEC filings, Registered Investment..., Valuation
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Master of Science in Accounting
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration, Accounting
Jarrod Bassman Jarrod Bassman's KPMG Experience March 2015 - Present
Job Partner at KPMG Advisory
Industry Consumer Services
Experience
KPMG March 2015 - Present
KPMG US January 2013 - Present
KPMG Advisory October 2009 - Present
National Retail Federation (NRF) 2007 - Present
KPMG 1900 - Present
Arthur Andersen 1994 - 2002
Andersen 1994 - 2002
Education
Southern Methodist University
BBA, Accounting
KPMG March 2015 - Present
KPMG US January 2013 - Present
KPMG Advisory October 2009 - Present
National Retail Federation (NRF) 2007 - Present
KPMG 1900 - Present
Arthur Andersen 1994 - 2002
Andersen 1994 - 2002
Education
Southern Methodist University
BBA, Accounting
Heather Hargett, CPA's KPMG Experience October 2011 - August 2013
Job Tax Manager at Deloitte Business Tax Services Investment Management Industry
Industry Accounting
Experience
Deloitte August 2015 - Present
Deloitte August 2013 - August 2015
KPMG October 2011 - August 2013
Archon Group June 2011 - August 2011
Southern Methodist University November 2009 - May 2011
KPMG LLP January 2011 - March 2011
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA & BA
Deloitte August 2015 - Present
Deloitte August 2013 - August 2015
KPMG October 2011 - August 2013
Archon Group June 2011 - August 2011
Southern Methodist University November 2009 - May 2011
KPMG LLP January 2011 - March 2011
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA & BA
Craig York's KPMG Experience March 2011 - April 2012
Job Program Director, Healthcare at ARGO Data Resource Corporation
Industry Hospital & Health Care
Experience
ARGO Data Resource Corporation April 2012 - Present
KPMG March 2011 - April 2012
Tenet Healthcare as Dell Associate July 2008 - May 2011
Hitachi Consulting June 2005 - July 2008
RHD Memorial Medical Center February 2003 - June 2005
ATEC Hopsital June 2001 - November 2002
Various June 1994 - May 2001
Vari-Lite 1997 - 1999
Skills
Project Management, IT Operations, Team Leadership, Healthcare Information..., IT Strategy, Process Improvement, Business Process..., Integration, Vendor Management, Program Management, Business Intelligence, Healthcare, SDLC, Strategic Planning, Business Analysis, Management Consulting, Change Management, HIPAA, IT Management, Enterprise Architecture, Management, Leadership, Strategy, Project Planning, Business Development, Analysis, Information Technology, PMP
Education
Southern Methodist University - Cox School of Business 1998 — 2001
MBA, Business
University of Arkansas 1993 — 1994
MS, Computer Engineering
ARGO Data Resource Corporation April 2012 - Present
KPMG March 2011 - April 2012
Tenet Healthcare as Dell Associate July 2008 - May 2011
Hitachi Consulting June 2005 - July 2008
RHD Memorial Medical Center February 2003 - June 2005
ATEC Hopsital June 2001 - November 2002
Various June 1994 - May 2001
Vari-Lite 1997 - 1999
Skills
Project Management, IT Operations, Team Leadership, Healthcare Information..., IT Strategy, Process Improvement, Business Process..., Integration, Vendor Management, Program Management, Business Intelligence, Healthcare, SDLC, Strategic Planning, Business Analysis, Management Consulting, Change Management, HIPAA, IT Management, Enterprise Architecture, Management, Leadership, Strategy, Project Planning, Business Development, Analysis, Information Technology, PMP
Education
Southern Methodist University - Cox School of Business 1998 — 2001
MBA, Business
University of Arkansas 1993 — 1994
MS, Computer Engineering
Matthew Hopper's KPMG Experience October 2012 - May 2014
Job Controller at MainLine Investment Partners
Industry Accounting
Experience
MainLine Investment Partners June 2014 - Present
KPMG October 2012 - May 2014
Attolon November 2010 - October 2012
KPMG January 2005 - October 2010
Skills
Financial Analysis, Residential Homes, US GAAP, CPA, GAAP, Internal Controls, Mergers & Acquisitions, Financial Accounting, Due Diligence, Financial Modeling, Tax, Internal Audit
Education
Southern Methodist University - Cox School of Business 2003 — 2004
Masters, Accounting
Southern Methodist University - Cox School of Business 2001 — 2003
BBA, Accounting
Stephen F Austin High School
MainLine Investment Partners June 2014 - Present
KPMG October 2012 - May 2014
Attolon November 2010 - October 2012
KPMG January 2005 - October 2010
Skills
Financial Analysis, Residential Homes, US GAAP, CPA, GAAP, Internal Controls, Mergers & Acquisitions, Financial Accounting, Due Diligence, Financial Modeling, Tax, Internal Audit
Education
Southern Methodist University - Cox School of Business 2003 — 2004
Masters, Accounting
Southern Methodist University - Cox School of Business 2001 — 2003
BBA, Accounting
Stephen F Austin High School
Iris Niu's KPMG Experience August 1998 - January 2001
Job AVP, Consumer Products Strategy at Bank of America
Industry Financial Services
Experience
Bank of America December 2011 - Present
Bank of America July 2007 - December 2011
PDS TECHNICAL SERVICES, INC May 2005 - July 2007
ERNST & YOUNG LLP September 2004 - May 2005
PwC January 2001 - July 2002
KPMG August 1998 - January 2001
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Strategic Planning, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Strategic Financial..., Forecasting
Education
Southern Methodist University - Cox School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and accounting
Bank of America December 2011 - Present
Bank of America July 2007 - December 2011
PDS TECHNICAL SERVICES, INC May 2005 - July 2007
ERNST & YOUNG LLP September 2004 - May 2005
PwC January 2001 - July 2002
KPMG August 1998 - January 2001
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Strategic Planning, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Strategic Financial..., Forecasting
Education
Southern Methodist University - Cox School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and accounting
Lance Baird's KPMG Experience September 2015 - Present
Job Director at KPMG
Industry Oil & Energy
Experience
KPMG September 2015 - Present
Shell Midstream Partners January 2014 - August 2015
Shell Exploration & Production Company January 2012 - December 2013
Shell Oil Company September 2008 - December 2011
Shell Lubricants September 2004 - September 2008
Shell Energy Services Co 2002 - August 2004
Shell Capital October 2000 - 2002
RBC Capital May 1999 - September 2000
Skills
Mergers & Acquisitions, Finance, Financial Modeling, Financial Analysis, Downstream Oil & Gas, Due Diligence, Petroleum, Forecasting, Valuation, Internal Controls, Business Process..., Risk Management
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance
University of St. Thomas 1990 — 1991
BA, Economics
Tulane University 1987 — 1989
The University of Texas at Austin 1988 — 1988
KPMG September 2015 - Present
Shell Midstream Partners January 2014 - August 2015
Shell Exploration & Production Company January 2012 - December 2013
Shell Oil Company September 2008 - December 2011
Shell Lubricants September 2004 - September 2008
Shell Energy Services Co 2002 - August 2004
Shell Capital October 2000 - 2002
RBC Capital May 1999 - September 2000
Skills
Mergers & Acquisitions, Finance, Financial Modeling, Financial Analysis, Downstream Oil & Gas, Due Diligence, Petroleum, Forecasting, Valuation, Internal Controls, Business Process..., Risk Management
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance
University of St. Thomas 1990 — 1991
BA, Economics
Tulane University 1987 — 1989
The University of Texas at Austin 1988 — 1988
Leslie Chesher's KPMG Experience 2006 - May 2014
Job Shell Oil Company
Industry Financial Services
Experience
Shell June 2014 - Present
KPMG 2006 - May 2014
Skills
Management Consulting, Financial Modeling, Financial Analysis, Business Process...
Education
Southern Methodist University 2002 — 2006
BS, BA, Economics with Finance, and International Studies
Shell June 2014 - Present
KPMG 2006 - May 2014
Skills
Management Consulting, Financial Modeling, Financial Analysis, Business Process...
Education
Southern Methodist University 2002 — 2006
BS, BA, Economics with Finance, and International Studies
Mizue Hashimoto's KPMG Experience May 2005 - Present
Job Associate at KPMG
Industry Accounting
Experience
KPMG May 2005 - Present
Education
Southern New Hampshire University 2003 — 2005
KPMG May 2005 - Present
Education
Southern New Hampshire University 2003 — 2005
Oxana Brown's KPMG Experience September 2005 - May 2007
Job Accounting Analyst at American Eagle Airlines
Industry Airlines/Aviation
Experience
American Eagle Airlines September 2013 - Present
Mary Kay Inc. March 2012 - August 2013
Southwest Airlines December 2008 - November 2011
Highland Capital Management May 2007 - October 2008
KPMG September 2005 - May 2007
Skills
Internal Controls, Accounting, Financial Reporting, Analysis, Auditing, Finance, Financial Statements, Internal Audit, Account Reconciliation, SAP, Tax, Sarbanes-Oxley Act, External Audit
Education
Southern Methodist University - Cox School of Business
Master of Science, Accounting
Southern Methodist University - Cox School of Business
Bachelor, Business Administration; Accounting
American Eagle Airlines September 2013 - Present
Mary Kay Inc. March 2012 - August 2013
Southwest Airlines December 2008 - November 2011
Highland Capital Management May 2007 - October 2008
KPMG September 2005 - May 2007
Skills
Internal Controls, Accounting, Financial Reporting, Analysis, Auditing, Finance, Financial Statements, Internal Audit, Account Reconciliation, SAP, Tax, Sarbanes-Oxley Act, External Audit
Education
Southern Methodist University - Cox School of Business
Master of Science, Accounting
Southern Methodist University - Cox School of Business
Bachelor, Business Administration; Accounting
Corey Gebert's KPMG Experience 2007 - 2012
Job Director at Riveron Consulting
Industry Capital Markets
Experience
Whitney International University System February 2012 - June 2013
KPMG 2007 - 2012
Pulte Homes August 2004 - May 2007
KPMG August 2002 - August 2004
Skills
Spanish, Brazilian Portuguese, Mergers, Due Diligence, Strategy, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Sarbanes-Oxley Act, Private Equity, Internal Controls, US GAAP, Forecasting, Finance, CPA, Buy-side, Sell Side
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
The University of Texas at Dallas 1999 — 2002
BS, Accounting
Whitney International University System February 2012 - June 2013
KPMG 2007 - 2012
Pulte Homes August 2004 - May 2007
KPMG August 2002 - August 2004
Skills
Spanish, Brazilian Portuguese, Mergers, Due Diligence, Strategy, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Sarbanes-Oxley Act, Private Equity, Internal Controls, US GAAP, Forecasting, Finance, CPA, Buy-side, Sell Side
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
The University of Texas at Dallas 1999 — 2002
BS, Accounting
Eric Kephart's KPMG Experience August 2005 - August 2008
Job CTO at Predictive AI Inc.
Industry Computer Software
Experience
Predictive AI Inc. March 2015 - Present
TradeStation Securities July 2011 - February 2015
Carlson Capital, L.P. November 2008 - July 2011
Highland Capital Management, L.P. August 2008 - October 2008
KPMG August 2005 - August 2008
Bank of America September 2003 - August 2005
Skills
Software Development, .NET, C#, Microsoft SQL Server, SQL, XML, T-SQL, WCF, Agile Methodologies, Java, ASP.NET, TFS, SSRS, Visual Studio, Scrum, SDLC
Education
The University of Texas at Dallas 1998 — 2003
BS & MS, Computer Science
Southern Methodist University
Predictive AI Inc. March 2015 - Present
TradeStation Securities July 2011 - February 2015
Carlson Capital, L.P. November 2008 - July 2011
Highland Capital Management, L.P. August 2008 - October 2008
KPMG August 2005 - August 2008
Bank of America September 2003 - August 2005
Skills
Software Development, .NET, C#, Microsoft SQL Server, SQL, XML, T-SQL, WCF, Agile Methodologies, Java, ASP.NET, TFS, SSRS, Visual Studio, Scrum, SDLC
Education
The University of Texas at Dallas 1998 — 2003
BS & MS, Computer Science
Southern Methodist University
Alex Martindale's KPMG Experience 1999 - 2004
Job Senior Vice President at Mesirow Financial Consulting
Industry Financial Services
Experience
Mesirow Financial Consulting 2004 - Present
KPMG 1999 - 2004
Accenture 1997 - 1999
Skills
Financial Modeling, Valuation, New Business Development, Due Diligence, Portfolio Management, Financial Analysis, Private Equity, Management, Forecasting, Budgets, Leadership, Project Management, Analysis, Finance, Accounting
Education
Southern Methodist University - Cox School of Business 1978 — 1979
MBA
The University of Texas at Austin 1976 — 1977
BA, Economics
The Kinkaid School 1970 — 1974
High School
Mesirow Financial Consulting 2004 - Present
KPMG 1999 - 2004
Accenture 1997 - 1999
Skills
Financial Modeling, Valuation, New Business Development, Due Diligence, Portfolio Management, Financial Analysis, Private Equity, Management, Forecasting, Budgets, Leadership, Project Management, Analysis, Finance, Accounting
Education
Southern Methodist University - Cox School of Business 1978 — 1979
MBA
The University of Texas at Austin 1976 — 1977
BA, Economics
The Kinkaid School 1970 — 1974
High School
Jill Boone.Jill's KPMG Experience 2005 - 2006
Job Photographer
Industry Photography
Experience
HireSynergy Associate AuditorKPMG, LLPSeptember 2005 - October 2006
KPMG 2005 - 2006
Education
Southern Methodist University 2000 — 2005
BS, MSA, Accounting
Southern Methodist University - Cox School of Business 2000 — 2005
HireSynergy Associate AuditorKPMG, LLPSeptember 2005 - October 2006
KPMG 2005 - 2006
Education
Southern Methodist University 2000 — 2005
BS, MSA, Accounting
Southern Methodist University - Cox School of Business 2000 — 2005
Spencer Bethmann's KPMG Experience September 2015 - Present
Job Business Transformation at KPMG Advisory
Industry Management Consulting
Experience
KPMG September 2015 - Present
KPMG January 2012 - September 2015
Alsbridge October 2010 - January 2012
SMU Cox School of Business January 2010 - December 2011
Alsbridge September 2009 - April 2010
Alsbridge, Inc. June 2008 - September 2009
Alsbridge, Inc. September 2007 - June 2008
Kappa Sigma Fratnerity - Chi Omega Chapter April 2006 - April 2007
Highland Partners June 2005 - August 2005
Kappa Sigma Fraternity - Chi Omega Chapter April 2004 - April 2005
Skills
Management Consulting, BPO, IT Outsourcing, Shared Services, IT Benchmarking, Performance Management, Governance, Vendor Management, ITO, IT Strategy, IT Service Management, IT Governance, Service Providers, Consulting, Sales, Business Development, Outsourcing, Leadership, Business Strategy, Process Improvement, Human Resources, Program Management, Recruiting, Sourcing, Professional Services, Cross-functional Team..., Proposal Writing, Strategy, Strategic Planning, Telecommunications, CRM, Business Intelligence, Business Process..., Marketing Management, Mergers & Acquisitions, Marketing, Entrepreneurship, Executive Management, Sales Operations, Management, Information Technology, Project Planning, Business Process, Solution Architecture, Organizational Design, Change Management, Financial Modeling, Business Transformation, Strategic Consulting, Financial Services
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Master of Business Administration (MBA), Strategy & Entrepreneurship, Strategy
University of South Carolina - The Moore School of Business 2003 — 2007
B.S. in B.A., Marketing, Management
Cistercian Prep 2000 — 2003
Diploma
The Highlands
KPMG September 2015 - Present
KPMG January 2012 - September 2015
Alsbridge October 2010 - January 2012
SMU Cox School of Business January 2010 - December 2011
Alsbridge September 2009 - April 2010
Alsbridge, Inc. June 2008 - September 2009
Alsbridge, Inc. September 2007 - June 2008
Kappa Sigma Fratnerity - Chi Omega Chapter April 2006 - April 2007
Highland Partners June 2005 - August 2005
Kappa Sigma Fraternity - Chi Omega Chapter April 2004 - April 2005
Skills
Management Consulting, BPO, IT Outsourcing, Shared Services, IT Benchmarking, Performance Management, Governance, Vendor Management, ITO, IT Strategy, IT Service Management, IT Governance, Service Providers, Consulting, Sales, Business Development, Outsourcing, Leadership, Business Strategy, Process Improvement, Human Resources, Program Management, Recruiting, Sourcing, Professional Services, Cross-functional Team..., Proposal Writing, Strategy, Strategic Planning, Telecommunications, CRM, Business Intelligence, Business Process..., Marketing Management, Mergers & Acquisitions, Marketing, Entrepreneurship, Executive Management, Sales Operations, Management, Information Technology, Project Planning, Business Process, Solution Architecture, Organizational Design, Change Management, Financial Modeling, Business Transformation, Strategic Consulting, Financial Services
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Master of Business Administration (MBA), Strategy & Entrepreneurship, Strategy
University of South Carolina - The Moore School of Business 2003 — 2007
B.S. in B.A., Marketing, Management
Cistercian Prep 2000 — 2003
Diploma
The Highlands
Julie Spears's KPMG Experience March 2001 - October 2010
Job at Heartland Payment Systems
Industry Information Technology and Services
Experience
Heartland Payment Systems October 2010 - Present
KPMG March 2001 - October 2010
Cardsystems 1998 - 2001
NationsBank 1997 - 1998
EDS 1996 - 1997
Skills
Business Analysis, SDLC, Management, IT Strategy, Requirements Analysis, Vendor Management, Project Management, Integration, Process Improvement, Business Process...
Education
Southern Methodist University 1992 — 1996
Bachelor's Degree, Finance
Heartland Payment Systems October 2010 - Present
KPMG March 2001 - October 2010
Cardsystems 1998 - 2001
NationsBank 1997 - 1998
EDS 1996 - 1997
Skills
Business Analysis, SDLC, Management, IT Strategy, Requirements Analysis, Vendor Management, Project Management, Integration, Process Improvement, Business Process...
Education
Southern Methodist University 1992 — 1996
Bachelor's Degree, Finance
Dean Hiser's KPMG Experience July 2010 - Present
Job Advisory Director at KPMG US
Industry Accounting
Experience
KPMG US September 2013 - Present
KPMG July 2010 - Present
KPMG June 2006 - June 2010
Lockheed Martin Aeronautics June 2002 - June 2006
Skills
Internal Controls, Financial Analysis, Internal Audit, Enterprise Risk..., Risk Management, Auditing, Sarbanes-Oxley Act, Contract Management
Education
Southern Methodist University - Cox School of Business 2004 — 2005
Master of Business Administration (MBA), Accounting and Finance
KPMG US September 2013 - Present
KPMG July 2010 - Present
KPMG June 2006 - June 2010
Lockheed Martin Aeronautics June 2002 - June 2006
Skills
Internal Controls, Financial Analysis, Internal Audit, Enterprise Risk..., Risk Management, Auditing, Sarbanes-Oxley Act, Contract Management
Education
Southern Methodist University - Cox School of Business 2004 — 2005
Master of Business Administration (MBA), Accounting and Finance
Alice Monroe's KPMG Experience July 2000 - February 2008
Job Budget Analyst at Dallas Symphony Orchestra
Industry Accounting
Experience
Dallas Symphony Orchestra September 2011 - Present
Dallas Symphony Orchestra July 2009 - November 2010
Public Company Accounting Oversight Board February 2008 - July 2009
KPMG July 2000 - February 2008
Education
Southern Methodist University - Cox School of Business 1995 — 2000
Master's degree, Accounting
Dallas Symphony Orchestra September 2011 - Present
Dallas Symphony Orchestra July 2009 - November 2010
Public Company Accounting Oversight Board February 2008 - July 2009
KPMG July 2000 - February 2008
Education
Southern Methodist University - Cox School of Business 1995 — 2000
Master's degree, Accounting
Suzanne Yoste (Heers)'s KPMG Experience January 2000 - December 2002
Job Assistant Controller at The Freeman Company
Industry Accounting
Experience
The Freeman Company April 2012 - Present
Zale June 2010 - April 2012
dib Creative June 2008 - September 2010
Dave & Buster's August 2005 - June 2008
Neiman Marcus August 2004 - August 2005
Lennox International 2002 - 2004
KPMG January 2000 - December 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, Accounting, GAAP, Forecasting, Finance, Internal Audit, Management, Auditing, Hyperion Enterprise, General Ledger
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 1999
MPA, Accounting
Southern Methodist University 1994 — 1998
BBA, Accounting
The Freeman Company April 2012 - Present
Zale June 2010 - April 2012
dib Creative June 2008 - September 2010
Dave & Buster's August 2005 - June 2008
Neiman Marcus August 2004 - August 2005
Lennox International 2002 - 2004
KPMG January 2000 - December 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, Accounting, GAAP, Forecasting, Finance, Internal Audit, Management, Auditing, Hyperion Enterprise, General Ledger
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 1999
MPA, Accounting
Southern Methodist University 1994 — 1998
BBA, Accounting
Johnathan Farnsworth, PMP's KPMG Experience June 2007 - August 2012
Job Manager at Daugherty Business Solutions
Industry Management Consulting
Experience
Daugherty Business Solutions January 2014 - Present
Ernst & Young September 2012 - January 2014
KPMG June 2007 - August 2012
Skills
Business Process..., Management Consulting, IT Strategy, Business Analysis, Business Process, PMO, Risk Management, Process Improvement, Strategy, Change Management, Program Management, Project Portfolio..., Consulting, Project Management, SDLC, Business Intelligence, PMP, Vendor Management, Professional Services
Education
Southern Methodist University - Cox School of Business 2000 — 2003
Bachelor of Business Administration (BBA), Management Information Systems, General
Daugherty Business Solutions January 2014 - Present
Ernst & Young September 2012 - January 2014
KPMG June 2007 - August 2012
Skills
Business Process..., Management Consulting, IT Strategy, Business Analysis, Business Process, PMO, Risk Management, Process Improvement, Strategy, Change Management, Program Management, Project Portfolio..., Consulting, Project Management, SDLC, Business Intelligence, PMP, Vendor Management, Professional Services
Education
Southern Methodist University - Cox School of Business 2000 — 2003
Bachelor of Business Administration (BBA), Management Information Systems, General
Robb Harris, CPA's KPMG Experience October 2015 - Present
Job Audit Manager at KPMG
Industry Accounting
Experience
KPMG October 2015 - Present
KPMG July 2013 - September 2015
KPMG January 2012 - June 2013
Harris, Cotherman, Jones, Price and Associates, CPA's - Chartered January 2010 - May 2010
Henderson Taylor Consulting May 2009 - November 2009
Pearson Partners International December 2007 - May 2009
Federal Home Loan Bank of Dallas 2006 - 2006
Skills
Accounting, Financial Reporting, US GAAP, SEC filings, Auditing, Internal Controls, GAAP, Financial Accounting, CPA, Sarbanes-Oxley Act, Big 4, External Audit, Financial Statements, Assurance
Education
Wake Forest University 2010 — 2011
MS in Accountancy, Accounting
Southern Methodist University 2003 — 2007
BS in Economics w/ Finance Applications, Economics
KPMG October 2015 - Present
KPMG July 2013 - September 2015
KPMG January 2012 - June 2013
Harris, Cotherman, Jones, Price and Associates, CPA's - Chartered January 2010 - May 2010
Henderson Taylor Consulting May 2009 - November 2009
Pearson Partners International December 2007 - May 2009
Federal Home Loan Bank of Dallas 2006 - 2006
Skills
Accounting, Financial Reporting, US GAAP, SEC filings, Auditing, Internal Controls, GAAP, Financial Accounting, CPA, Sarbanes-Oxley Act, Big 4, External Audit, Financial Statements, Assurance
Education
Wake Forest University 2010 — 2011
MS in Accountancy, Accounting
Southern Methodist University 2003 — 2007
BS in Economics w/ Finance Applications, Economics
James Suglia's KPMG Experience 2000 - September 2004
Job National Sector Leader Investment Management at KPMG, LLP
Industry Financial Services
Experience
KPMG, LLP August 2013 - Present
KPMG LLP 2004 - July 2013
KPMG 2000 - September 2004
Equi-Financial Corp 1995 - 2000
Skills
SEC filings, US GAAP, Alternative Investments, Financial Risk, Due Diligence, Hedge Funds, Enterprise Risk..., Financial Services
Education
Southern New Hampshire University 1984 — 1988
BS, Economics and Finance
KPMG, LLP August 2013 - Present
KPMG LLP 2004 - July 2013
KPMG 2000 - September 2004
Equi-Financial Corp 1995 - 2000
Skills
SEC filings, US GAAP, Alternative Investments, Financial Risk, Due Diligence, Hedge Funds, Enterprise Risk..., Financial Services
Education
Southern New Hampshire University 1984 — 1988
BS, Economics and Finance
Alexis Willis's KPMG Experience 2002 - 2004
Job Tax Director at Match.com
Industry Accounting
Experience
Match.com November 2007 - Present
Grant Thornton January 2007 - November 2007
Grant Thornton - Dallas 2004 - 2007
KPMG 2002 - 2004
Arthur Andersen 2001 - 2001
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2002
MPA, Taxation
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Accounting
Match.com November 2007 - Present
Grant Thornton January 2007 - November 2007
Grant Thornton - Dallas 2004 - 2007
KPMG 2002 - 2004
Arthur Andersen 2001 - 2001
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2002
MPA, Taxation
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Accounting
Sarah Stuckey's KPMG Experience September 1991 - April 1994
Job Chief Financial Officer at St. Mary's Food Bank Alliance
Industry Nonprofit Organization Management
Experience
St. Mary's Food Bank Alliance January 2014 - Present
St. Mary's Food Bank Alliance September 2011 - December 2013
Musical Instrument Museum 2010 - September 2011
Option II Advisors January 2007 - September 2011
Frank Lloyd Wright Foundation April 1998 - August 2006
Insight May 1994 - April 1996
KPMG September 1991 - April 1994
Skills
Non-profits, Budgets, Fundraising, Financial Reporting, Leadership, Community Outreach, Management, Start-ups, Public Relations, Leadership Development, Contract Negotiation, Business Planning, Program Development, Strategic Planning, Marketing, Public Speaking, Event Planning, Strategy, Microsoft Office, Negotiation, Finance, Nonprofits, Policy, Human Resources
Education
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Accounting
St. Mary's Food Bank Alliance January 2014 - Present
St. Mary's Food Bank Alliance September 2011 - December 2013
Musical Instrument Museum 2010 - September 2011
Option II Advisors January 2007 - September 2011
Frank Lloyd Wright Foundation April 1998 - August 2006
Insight May 1994 - April 1996
KPMG September 1991 - April 1994
Skills
Non-profits, Budgets, Fundraising, Financial Reporting, Leadership, Community Outreach, Management, Start-ups, Public Relations, Leadership Development, Contract Negotiation, Business Planning, Program Development, Strategic Planning, Marketing, Public Speaking, Event Planning, Strategy, Microsoft Office, Negotiation, Finance, Nonprofits, Policy, Human Resources
Education
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Accounting
Priya Kanuri's KPMG Experience 2007 - 2008
Job Supervisor at Hudson Advisors, LLC
Industry Accounting
Experience
Hudson Advisors, LLC April 2012 - Present
Hudson Advisors, LLC August 2008 - March 2012
KPMG 2007 - 2008
Skills
Sarbanes-Oxley Act, GAAP, SEC filings, Accounting, Financial Analysis, Financial Reporting, Auditing
Education
Southern Methodist University - Cox School of Business
Master's degree, Accounting
Southern Methodist University - Cox School of Business
MSA, Accounting
Hudson Advisors, LLC April 2012 - Present
Hudson Advisors, LLC August 2008 - March 2012
KPMG 2007 - 2008
Skills
Sarbanes-Oxley Act, GAAP, SEC filings, Accounting, Financial Analysis, Financial Reporting, Auditing
Education
Southern Methodist University - Cox School of Business
Master's degree, Accounting
Southern Methodist University - Cox School of Business
MSA, Accounting
Jim Martin, CPA's KPMG Experience November 2006 - November 2008
Job Audit Manager at Perkins, Dexter, Sinopoli & Hamm, PC
Industry Accounting
Experience
Perkins, Dexter, Sinopoli & Hamm, PC November 2012 - Present
Wagner, Eubank, and Nichols, LLP November 2008 - November 2012
KPMG November 2006 - November 2008
Judd, Thomas, Smith & Company, P.C. January 2005 - October 2006
LifeCast.com April 2000 - April 2001
Skills
OneSite, QuickBooks, Auditing, GAAP, Tax, Audits of Employee..., Accounting, Financial Reporting, Due Diligence, Compilation, Reviews, Forecasting, CPA, Audit, Non-profits, Manufacturing, Real Estate, Trucking, 401(k) Audits, Forcasting, Bankruptcy, US GAAP
Education
University of Texas at Dallas - Naveen Jindal School of Management 2003 — 2005
MS, Accounting
Southern Methodist University - Cox School of Business 1997 — 2000
BBA, Management Information Systems
Perkins, Dexter, Sinopoli & Hamm, PC November 2012 - Present
Wagner, Eubank, and Nichols, LLP November 2008 - November 2012
KPMG November 2006 - November 2008
Judd, Thomas, Smith & Company, P.C. January 2005 - October 2006
LifeCast.com April 2000 - April 2001
Skills
OneSite, QuickBooks, Auditing, GAAP, Tax, Audits of Employee..., Accounting, Financial Reporting, Due Diligence, Compilation, Reviews, Forecasting, CPA, Audit, Non-profits, Manufacturing, Real Estate, Trucking, 401(k) Audits, Forcasting, Bankruptcy, US GAAP
Education
University of Texas at Dallas - Naveen Jindal School of Management 2003 — 2005
MS, Accounting
Southern Methodist University - Cox School of Business 1997 — 2000
BBA, Management Information Systems
Julie Marshall's KPMG Experience September 2006 - August 2008
Job Revenue Manager at Community Health Systems
Industry Accounting
Experience
Community Health Systems August 2008 - July 2014
KPMG September 2006 - August 2008
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Due Diligence
Education
Southern Methodist University - Cox School of Business 2005 — 2006
Masters of Accounting
Southern Methodist University 2001 — 2005
Bachelor's degree, Accounting
Community Health Systems August 2008 - July 2014
KPMG September 2006 - August 2008
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Due Diligence
Education
Southern Methodist University - Cox School of Business 2005 — 2006
Masters of Accounting
Southern Methodist University 2001 — 2005
Bachelor's degree, Accounting
Jason Barton's KPMG Experience 1996 - 1996
Job Project Mgr/Senior Consultant at Integrated Business Solutions
Industry Computer Software
Experience
Integrated Business Solutions 2002 - Present
NextCorp 2001 - 2002
SeQueL Systems Consulting 1996 - 2001
KPMG 1996 - 1996
JPI 1995 - 1996
Skills
Great Plains Software, Software Implementation, Great Plains, Financials, Business Process, Excel, Microsoft Dynamics, Business Analysis, Business Intelligence, Business Process..., Change Management, ERP, General Ledger, Integration, Microsoft CRM, Microsoft Excel, Microsoft Technologies, Professional Services, Requirements Gathering, SQL, SSRS, SharePoint, Software Documentation, Team Building, Microsoft Dynamics GP
Education
University of Texas at Dallas - Naveen Jindal School of Management 1998 — 2000
MBA, Information Technology
Southern Methodist University 1993 — 1996
BBA, Accounting
Integrated Business Solutions 2002 - Present
NextCorp 2001 - 2002
SeQueL Systems Consulting 1996 - 2001
KPMG 1996 - 1996
JPI 1995 - 1996
Skills
Great Plains Software, Software Implementation, Great Plains, Financials, Business Process, Excel, Microsoft Dynamics, Business Analysis, Business Intelligence, Business Process..., Change Management, ERP, General Ledger, Integration, Microsoft CRM, Microsoft Excel, Microsoft Technologies, Professional Services, Requirements Gathering, SQL, SSRS, SharePoint, Software Documentation, Team Building, Microsoft Dynamics GP
Education
University of Texas at Dallas - Naveen Jindal School of Management 1998 — 2000
MBA, Information Technology
Southern Methodist University 1993 — 1996
BBA, Accounting
Faith Kuang's KPMG Experience 2010 - September 2011
Job IT Internal Auditor at Intel Corporation
Industry Information Technology and Services
Experience
Intel Corporation September 2013 - Present
Starbucks Coffee Company October 2011 - April 2013
KPMG 2010 - September 2011
KPMG Advisory 2008 - July 2010
Lithia Motors January 2004 - February 2005
Skills
Process Improvement, Access, Internal Controls, Management, Accounting, IT Audit, Information Technology, Microsoft Excel, Sarbanes-Oxley Act, Internal Audit, Auditing, Financial Statements, Consulting, Business Process..., Business Process
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2008
Master, Professional Accounting
Southern Oregon University
Bachelor, BS in Accounting
Intel Corporation September 2013 - Present
Starbucks Coffee Company October 2011 - April 2013
KPMG 2010 - September 2011
KPMG Advisory 2008 - July 2010
Lithia Motors January 2004 - February 2005
Skills
Process Improvement, Access, Internal Controls, Management, Accounting, IT Audit, Information Technology, Microsoft Excel, Sarbanes-Oxley Act, Internal Audit, Auditing, Financial Statements, Consulting, Business Process..., Business Process
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2008
Master, Professional Accounting
Southern Oregon University
Bachelor, BS in Accounting
Brian Kimzey's KPMG Experience May 2002 - December 2003
Job Vice President of Corporate Tax at Euronet Worldwide
Industry Financial Services
Experience
Euronet Worldwide February 2006 - Present
Deloitte January 2004 - February 2006
KPMG May 2002 - December 2003
Arthur Andersen June 1997 - May 2002
Education
Southern Methodist University Dedman School of Law 1994 — 1997
J.D., Law
University of Missouri-Columbia 1989 — 1993
B.S. Acc., Accounting
Euronet Worldwide February 2006 - Present
Deloitte January 2004 - February 2006
KPMG May 2002 - December 2003
Arthur Andersen June 1997 - May 2002
Education
Southern Methodist University Dedman School of Law 1994 — 1997
J.D., Law
University of Missouri-Columbia 1989 — 1993
B.S. Acc., Accounting
Michael Taylor, CFA's KPMG Experience 1995 - 1997
Job
Industry Investment Banking
Experience
Mitchell Energy Partners, LLC May 2003 - Present
FBR 2002 - 2003
Morgan Keegan 1999 - 2001
Arthur Andersen 1997 - 1999
KPMG 1995 - 1997
Skills
Capital Markets, Due Diligence, Investment Banking, Corporate Finance, Mergers & Acquisitions, Valuation, Private Equity, Hedge Funds, Financial Modeling, Equities, Alternative Investments, Structured Finance, Corporate Development, Financial Structuring, Divestitures, Private Placements, M&A experience, Equity Research, Business Valuation, Venture Capital
Education
Southern Methodist University - Cox School of Business
MBA
University of Houston
BBA, Finance, cum laude
Mitchell Energy Partners, LLC May 2003 - Present
FBR 2002 - 2003
Morgan Keegan 1999 - 2001
Arthur Andersen 1997 - 1999
KPMG 1995 - 1997
Skills
Capital Markets, Due Diligence, Investment Banking, Corporate Finance, Mergers & Acquisitions, Valuation, Private Equity, Hedge Funds, Financial Modeling, Equities, Alternative Investments, Structured Finance, Corporate Development, Financial Structuring, Divestitures, Private Placements, M&A experience, Equity Research, Business Valuation, Venture Capital
Education
Southern Methodist University - Cox School of Business
MBA
University of Houston
BBA, Finance, cum laude
Blaine Versaw's KPMG Experience 2002 - Present
Job Partner at KPMG LLP
Industry Accounting
Experience
KPMG 2002 - Present
Skills
SEC filings, Corporate Finance, Sarbanes-Oxley Act, GAAP, US GAAP, CPA, Internal Controls, Revenue Recognition, External Audit
Education
University of Central Oklahoma 1998 — 2000
M.B.A
Southern Nazarene University 1988 — 1992
B.S., Accounting
KPMG 2002 - Present
Skills
SEC filings, Corporate Finance, Sarbanes-Oxley Act, GAAP, US GAAP, CPA, Internal Controls, Revenue Recognition, External Audit
Education
University of Central Oklahoma 1998 — 2000
M.B.A
Southern Nazarene University 1988 — 1992
B.S., Accounting
Patrick Clark's KPMG Experience September 2007 - November 2008
Job Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. Associate InternIron Range Capital Partners, LLCMarch 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Mesirow Financial September 2011 - July 2012
AlixPartners January 2009 - September 2011
KPMG September 2007 - November 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Restructuring, Financial Reporting, Corporate Finance, US GAAP, Business Valuation, Acquisition Integration, Forensic Accounting, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 2006 — 2007
Masters, Accounting
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Accounting
Stephens Inc. Associate InternIron Range Capital Partners, LLCMarch 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Mesirow Financial September 2011 - July 2012
AlixPartners January 2009 - September 2011
KPMG September 2007 - November 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Restructuring, Financial Reporting, Corporate Finance, US GAAP, Business Valuation, Acquisition Integration, Forensic Accounting, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 2006 — 2007
Masters, Accounting
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Accounting
Yu Chun Huang's KPMG Experience 2007 - 2008
Job Audit Associate at KPMG
Industry Consumer Goods
Experience
KPMG 2007 - 2008
Education
Southern Methodist University - Cox School of Business 2006 — 2007
Masters, Accounting
University of Pittsburgh 2001 — 2005
Bachelors, Finance
KPMG 2007 - 2008
Education
Southern Methodist University - Cox School of Business 2006 — 2007
Masters, Accounting
University of Pittsburgh 2001 — 2005
Bachelors, Finance
Jen Grzenia's KPMG Experience 2007 - 2010
Job Accounting and Finance Professional
Industry Accounting
Experience
San Francisco 49ers September 2014 - Present
Lolli and Pops, Inc. February 2013 - September 2014
jcpenney 2010 - 2013
KPMG 2007 - 2010
SMU Cox School of Business 2006 - 2007
Southern Methodist University 2001 - 2006
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, SOX, Sarbanes-Oxley Act, CPA, Financial Accounting, US GAAP, PeopleSoft, Forecasting, Financial Statements, Analysis, Internal Controls, Finance, Consolidation, GAAP
Education
Southern Methodist University
BBA, Accounting
Southern Methodist University - Cox School of Business
MSA, Accounting
San Francisco 49ers September 2014 - Present
Lolli and Pops, Inc. February 2013 - September 2014
jcpenney 2010 - 2013
KPMG 2007 - 2010
SMU Cox School of Business 2006 - 2007
Southern Methodist University 2001 - 2006
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, SOX, Sarbanes-Oxley Act, CPA, Financial Accounting, US GAAP, PeopleSoft, Forecasting, Financial Statements, Analysis, Internal Controls, Finance, Consolidation, GAAP
Education
Southern Methodist University
BBA, Accounting
Southern Methodist University - Cox School of Business
MSA, Accounting
Kevin Davis, MSA's KPMG Experience August 2011 - October 2012
Job Senior Internal Auditor
Industry Accounting
Experience
Standex International December 2013 - September 2015
Melanson Heath & Company, PC November 2012 - November 2013
KPMG August 2011 - October 2012
Monotype Imaging April 2011 - July 2011
Dey L.P. March 2009 - October 2009
GlaxoSmithKline June 2007 - February 2009
Automatic Data Processing June 2005 - May 2007
Skills
Auditing, Accounting, Financial Reporting, Internal Audit, Sales, Inventory Control, Sarbanes-Oxley Act, Revenue Recognition, Process Improvement, Control Testing, Risk Assessment, Process Flow..., Fixed Asset Management, Human Resources, General Ledger, Internal Controls
Education
Southern New Hampshire University 2009 — 2011
M.S., Accounting
University of New Hampshire 2002 — 2006
B.A., Sociology
Standex International December 2013 - September 2015
Melanson Heath & Company, PC November 2012 - November 2013
KPMG August 2011 - October 2012
Monotype Imaging April 2011 - July 2011
Dey L.P. March 2009 - October 2009
GlaxoSmithKline June 2007 - February 2009
Automatic Data Processing June 2005 - May 2007
Skills
Auditing, Accounting, Financial Reporting, Internal Audit, Sales, Inventory Control, Sarbanes-Oxley Act, Revenue Recognition, Process Improvement, Control Testing, Risk Assessment, Process Flow..., Fixed Asset Management, Human Resources, General Ledger, Internal Controls
Education
Southern New Hampshire University 2009 — 2011
M.S., Accounting
University of New Hampshire 2002 — 2006
B.A., Sociology
Brian Seppa's KPMG Experience June 1988 - March 1993
Job Cetified Public Accountant at B.J. Seppa CPA
Industry Consumer Goods
Experience
KLONE LAB, LLC January 2013 - Present
B.J. Seppa CPA November 2010 - Present
Euro-Pro August 2002 - November 2010
The Holmes Group March 1993 - August 2002
KPMG June 1988 - March 1993
Skills
Start-ups, Forecasting, Financial Analysis, Internal Controls, Budgets, Finance, Management, Due Diligence, P&L Management, Mergers, Financial Reporting, Mergers & Acquisitions, Financial Accounting, Accounting, Restructuring, Analysis
Education
Southern New Hampshire University 1986 — 1988
BS, Accounting
KLONE LAB, LLC January 2013 - Present
B.J. Seppa CPA November 2010 - Present
Euro-Pro August 2002 - November 2010
The Holmes Group March 1993 - August 2002
KPMG June 1988 - March 1993
Skills
Start-ups, Forecasting, Financial Analysis, Internal Controls, Budgets, Finance, Management, Due Diligence, P&L Management, Mergers, Financial Reporting, Mergers & Acquisitions, Financial Accounting, Accounting, Restructuring, Analysis
Education
Southern New Hampshire University 1986 — 1988
BS, Accounting
Charles Starkey's KPMG Experience July 2007 - March 2009
Job Owner at Charles Starkey, CPA, LLC
Industry Accounting
Experience
Starkey+Co, LLC November 2009 - Present
DSWA CPAs, LLC April 2009 - November 2009
KPMG July 2007 - March 2009
Gorthy & Henke CPA, LLC December 2005 - March 2007
Budget & Financial Management Assistance November 1999 - December 2005
Skills
Accounting, Tax, Management, Corporate Tax, Financial Analysis, Financial Reporting, Small Business, Budgets, CPA
Education
University of Missouri-Kansas City 2000 — 2002
Accounting
University of Missouri-Kansas City 1996 — 1999
MBA, Finance
Southern Nazarene University 1991 — 1995
BS, Math, Physics
Starkey+Co, LLC November 2009 - Present
DSWA CPAs, LLC April 2009 - November 2009
KPMG July 2007 - March 2009
Gorthy & Henke CPA, LLC December 2005 - March 2007
Budget & Financial Management Assistance November 1999 - December 2005
Skills
Accounting, Tax, Management, Corporate Tax, Financial Analysis, Financial Reporting, Small Business, Budgets, CPA
Education
University of Missouri-Kansas City 2000 — 2002
Accounting
University of Missouri-Kansas City 1996 — 1999
MBA, Finance
Southern Nazarene University 1991 — 1995
BS, Math, Physics
Kevin J Winfrey, CISA's KPMG Experience 1993 - 1993
Job Chief Information Officer
Industry Information Technology and Services
Experience
Tilson Technology Management April 2015 - Present
Tilson Technology Management October 2014 - Present
Tilson Technology Management February 2012 - October 2014
Tilson Technology Management September 2010 - February 2012
Tilson Technology Management March 2009 - September 2010
NMI Infosecurity Solutions February 2005 - January 2009
M&M Consulting January 2004 - February 2005
Tricorp FCU August 1995 - September 2003
KPMG 1993 - 1993
Day's Jewelers 1990 - 1991
Skills
Security, GLBA, Information Security, Consulting, Leadership, IT Leadership, IT Strategy, Strategic Planning, Business Strategy, IT Management, IT Service Management, IT Operations, IT Outsourcing, IT Solutions, IT Audit, Project Management, Business Analysis, Conflict Management, Conflict Resolution, Writing, Training, Mentoring, Financial Reporting, Accounting, Integration, Vendor Management, Cloud Computing, Disaster Recovery, Program Management, Information Technology, Management
Education
Leadership Maine 2011 — 2012
Tau Class
Thomas College 1989 — 2003
BS, Accounting, Retail Management/Merchandising
Southern New Hampshire University
Southern New Hampshire University
Tilson Technology Management April 2015 - Present
Tilson Technology Management October 2014 - Present
Tilson Technology Management February 2012 - October 2014
Tilson Technology Management September 2010 - February 2012
Tilson Technology Management March 2009 - September 2010
NMI Infosecurity Solutions February 2005 - January 2009
M&M Consulting January 2004 - February 2005
Tricorp FCU August 1995 - September 2003
KPMG 1993 - 1993
Day's Jewelers 1990 - 1991
Skills
Security, GLBA, Information Security, Consulting, Leadership, IT Leadership, IT Strategy, Strategic Planning, Business Strategy, IT Management, IT Service Management, IT Operations, IT Outsourcing, IT Solutions, IT Audit, Project Management, Business Analysis, Conflict Management, Conflict Resolution, Writing, Training, Mentoring, Financial Reporting, Accounting, Integration, Vendor Management, Cloud Computing, Disaster Recovery, Program Management, Information Technology, Management
Education
Leadership Maine 2011 — 2012
Tau Class
Thomas College 1989 — 2003
BS, Accounting, Retail Management/Merchandising
Southern New Hampshire University
Southern New Hampshire University
Anne Moretti Langford's KPMG Experience August 2007 - July 2010
Job Corporate Associate at Andrews Kurth
Industry Law Practice
Experience
Andrews Kurth September 2014 - Present
SMU Dedman School of Law August 2011 - May 2014
Lennox International September 2013 - December 2013
Underwood Perkins, P.C. May 2013 - August 2013
68th Civil District Court, The Honorable Judge Martin Hoffman August 2012 - August 2012
254th Family District Court, The Honorable Judge James Martin June 2012 - August 2012
U.S. Department of Labor May 2012 - June 2012
Whitley Penn July 2010 - July 2011
KPMG August 2007 - July 2010
Skills
Due Diligence, Accounting, Financial Analysis, Financial Accounting, CPA, Auditing, Financial Reporting, Mergers, Internal Controls, Private Equity
Education
Southern Methodist University Dedman School of Law 2011 — 2014
J.D., Magna Cum Laude
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor's Degree, Accounting, Magna Cum Laude
John Cabot University - Rome, Study Abroad
Andrews Kurth September 2014 - Present
SMU Dedman School of Law August 2011 - May 2014
Lennox International September 2013 - December 2013
Underwood Perkins, P.C. May 2013 - August 2013
68th Civil District Court, The Honorable Judge Martin Hoffman August 2012 - August 2012
254th Family District Court, The Honorable Judge James Martin June 2012 - August 2012
U.S. Department of Labor May 2012 - June 2012
Whitley Penn July 2010 - July 2011
KPMG August 2007 - July 2010
Skills
Due Diligence, Accounting, Financial Analysis, Financial Accounting, CPA, Auditing, Financial Reporting, Mergers, Internal Controls, Private Equity
Education
Southern Methodist University Dedman School of Law 2011 — 2014
J.D., Magna Cum Laude
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor's Degree, Accounting, Magna Cum Laude
John Cabot University - Rome, Study Abroad
Shazi Mir's KPMG Experience September 2008 - September 2010
Job Manager at North Highland
Industry Management Consulting
Experience
North Highland April 2014 - Present
North Highland March 2013 - March 2014
Deloitte Consulting October 2010 - February 2013
KPMG September 2008 - September 2010
Education
Southern Methodist University - Cox School of Business
Master of Science (M.S.), Accounting
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Finance
North Highland April 2014 - Present
North Highland March 2013 - March 2014
Deloitte Consulting October 2010 - February 2013
KPMG September 2008 - September 2010
Education
Southern Methodist University - Cox School of Business
Master of Science (M.S.), Accounting
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Finance
Bob Huang's KPMG Experience April 2000 - August 2007
Job Senior Manager, Strategic Tax Application Center (STAC)
Industry Information Technology and Services
Experience
Deloitte June 2015 - Present
HealthSparq January 2014 - June 2015
ClarusHealth Solutions March 2013 - January 2014
Capax Global August 2007 - March 2013
KPMG April 2000 - August 2007
Sabre Holdings July 1996 - April 2000
Skills
SharePoint, Solution Architecture, .NET, Business Intelligence, Project Management, Program Management, Enterprise Content..., Visio, Software Development, CRM, Knowledge Management, Integration, Enterprise Search, Microsoft SQL Server, Enterprise Architecture, Leadership, Team Leadership, IT Strategy, Business Management..., Budgeting, Planning, Enterprise Software
Education
Southern Methodist University - Cox School of Business 1994 — 1996
MBA, Business Administration
University of Southern California 1992 — 1994
MS, Urban Studies & Geographic Information Systems
Deloitte June 2015 - Present
HealthSparq January 2014 - June 2015
ClarusHealth Solutions March 2013 - January 2014
Capax Global August 2007 - March 2013
KPMG April 2000 - August 2007
Sabre Holdings July 1996 - April 2000
Skills
SharePoint, Solution Architecture, .NET, Business Intelligence, Project Management, Program Management, Enterprise Content..., Visio, Software Development, CRM, Knowledge Management, Integration, Enterprise Search, Microsoft SQL Server, Enterprise Architecture, Leadership, Team Leadership, IT Strategy, Business Management..., Budgeting, Planning, Enterprise Software
Education
Southern Methodist University - Cox School of Business 1994 — 1996
MBA, Business Administration
University of Southern California 1992 — 1994
MS, Urban Studies & Geographic Information Systems
Bobby Aitkenhead's KPMG Experience 2005 - 2008
Job VP Bill Pay and Top Up at Xoom Corporation
Industry Internet
Experience
Xoom Corporation January 2014 - Present
BlueKite January 2012 - January 2014
Citigroup October 2008 - 2012
KPMG 2005 - 2008
Skills
Banking, Financial Modeling, Financial Analysis, Business Strategy, Corporate Finance, Capital Markets, Valuation, Portfolio Management, Investment Banking, Fixed Income, Derivatives, Investments, Risk Management, Equities, Credit, Financial Risk, Trading, Financial Services, Emerging Markets
Education
Southern Methodist University - Cox School of Business 2001 — 2005
BS and BBA, BS - Economics, BBA - Business Administration
Xoom Corporation January 2014 - Present
BlueKite January 2012 - January 2014
Citigroup October 2008 - 2012
KPMG 2005 - 2008
Skills
Banking, Financial Modeling, Financial Analysis, Business Strategy, Corporate Finance, Capital Markets, Valuation, Portfolio Management, Investment Banking, Fixed Income, Derivatives, Investments, Risk Management, Equities, Credit, Financial Risk, Trading, Financial Services, Emerging Markets
Education
Southern Methodist University - Cox School of Business 2001 — 2005
BS and BBA, BS - Economics, BBA - Business Administration
Flavia Rigamonti, CPA's KPMG Experience October 2013 - Present
Job Manager at KPMG
Industry Telecommunications
Experience
KPMG October 2013 - Present
AT&T 2010 - 2015
AT&T 2010 - 2015
KPMG October 2011 - October 2013
KPMG October 2010 - October 2011
KPMG Advisory September 2008 - October 2010
Skills
Valuation, Accounting, Due Diligence, Finance, Financial Analysis, Financial Modeling, Management Consulting, Microsoft Excel, Financial Accounting, Strategic Planning, Analysis, Management, Project Management, Business Process..., Corporate Finance, Sarbanes-Oxley Act
Education
Southern Methodist University - Cox School of Business 2007 — 2008
Masters In Science of Accounting, Accounting
Southern Methodist University
a bachelor; a Masters, Finance; Accounting
Liceo Lugano 1 1995 — 2001
Science
KPMG October 2013 - Present
AT&T 2010 - 2015
AT&T 2010 - 2015
KPMG October 2011 - October 2013
KPMG October 2010 - October 2011
KPMG Advisory September 2008 - October 2010
Skills
Valuation, Accounting, Due Diligence, Finance, Financial Analysis, Financial Modeling, Management Consulting, Microsoft Excel, Financial Accounting, Strategic Planning, Analysis, Management, Project Management, Business Process..., Corporate Finance, Sarbanes-Oxley Act
Education
Southern Methodist University - Cox School of Business 2007 — 2008
Masters In Science of Accounting, Accounting
Southern Methodist University
a bachelor; a Masters, Finance; Accounting
Liceo Lugano 1 1995 — 2001
Science
Jason Pritchard's KPMG Experience July 2009 - June 2012
Job Chief Financial Officer at HackensackUMC at Pascack Valley
Industry Hospital & Health Care
Experience
HackensackUMC at Pascack Valley January 2014 - Present
LHP Hospital Group June 2012 - January 2014
KPMG July 2009 - June 2012
Education
Southern Methodist University - Cox School of Business 2008 — 2009
Master's Degree, Accounting
Southern Methodist University 2004 — 2008
Bachelor's Degree, Philosophy
Southern Methodist University - Cox School of Business 2004 — 2008
Bachelor's Degree, Accounting
HackensackUMC at Pascack Valley January 2014 - Present
LHP Hospital Group June 2012 - January 2014
KPMG July 2009 - June 2012
Education
Southern Methodist University - Cox School of Business 2008 — 2009
Master's Degree, Accounting
Southern Methodist University 2004 — 2008
Bachelor's Degree, Philosophy
Southern Methodist University - Cox School of Business 2004 — 2008
Bachelor's Degree, Accounting
Austin Tom's KPMG Experience July 2014 - Present
Job Senior Associate at KPMG
Industry Accounting
Experience
KPMG July 2014 - Present
Rothstein Kass November 2011 - June 2014
McKesson 2010 - 2010
Krueger & Catalano Capital Partners, LLC May 2008 - June 2008
Skills
GAAP, Accounting, Financial Reporting, Policy, CPA, US GAAP, Financial Services
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Master of Science in Accounting
Southern Methodist University - Cox School of Business 2008 — 2010
BBA, Financial Consulting
KPMG July 2014 - Present
Rothstein Kass November 2011 - June 2014
McKesson 2010 - 2010
Krueger & Catalano Capital Partners, LLC May 2008 - June 2008
Skills
GAAP, Accounting, Financial Reporting, Policy, CPA, US GAAP, Financial Services
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Master of Science in Accounting
Southern Methodist University - Cox School of Business 2008 — 2010
BBA, Financial Consulting
Ryan Schexnayder's KPMG Experience June 2011 - August 2011
Job Tax Associate at Zale Corporation
Industry Accounting
Experience
Zale Corporation October 2013 - Present
KPMG US October 2012 - October 2013
Primesource BP May 2012 - September 2012
KPMG June 2011 - August 2011
United States Marine Corps October 2001 - July 2005
Skills
GoSystems, QuickBooks, Tax Preparation, Tax Research, Corporate Tax, Tax Accounting, Tax, Income Tax, International Tax, Partnership Taxation, Big 4, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2011 — 2012
MSA, Taxation
Northwood University 2008 — 2011
BBA, Accounting
Zale Corporation October 2013 - Present
KPMG US October 2012 - October 2013
Primesource BP May 2012 - September 2012
KPMG June 2011 - August 2011
United States Marine Corps October 2001 - July 2005
Skills
GoSystems, QuickBooks, Tax Preparation, Tax Research, Corporate Tax, Tax Accounting, Tax, Income Tax, International Tax, Partnership Taxation, Big 4, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2011 — 2012
MSA, Taxation
Northwood University 2008 — 2011
BBA, Accounting
Tommy Poynter's KPMG Experience May 2008 - July 2008
Job Teacher/Coach at Frisco ISD
Industry Primary/Secondary Education
Experience
Frisco ISD June 2010 - Present
Irving ISD June 2009 - June 2010
KPMG May 2008 - July 2008
Education
Southern Methodist University - Cox School of Business 2004 — 2009
Masters, Bachelors, Accounting
Frisco ISD June 2010 - Present
Irving ISD June 2009 - June 2010
KPMG May 2008 - July 2008
Education
Southern Methodist University - Cox School of Business 2004 — 2009
Masters, Bachelors, Accounting
Cyd Brown's KPMG Experience 2009 - 2011
Job Investor Relations at HBK Capital Management
Industry Financial Services
Experience
HBK Capital Management 2011 - Present
KPMG 2009 - 2011
KPMG June 2008 - August 2008
Skills
Financial Reporting, Financial Analysis, Accounting, CPA, Auditing, Financial Accounting, SEC Filings, External Audit
Education
Southern Methodist University - Cox School of Business 2008 — 2009
Masters, Science in Accounting
Southern Methodist University - Cox School of Business 2006 — 2008
B.S., Accounting
The University of Texas at Austin 2004 — 2006
Economics
HBK Capital Management 2011 - Present
KPMG 2009 - 2011
KPMG June 2008 - August 2008
Skills
Financial Reporting, Financial Analysis, Accounting, CPA, Auditing, Financial Accounting, SEC Filings, External Audit
Education
Southern Methodist University - Cox School of Business 2008 — 2009
Masters, Science in Accounting
Southern Methodist University - Cox School of Business 2006 — 2008
B.S., Accounting
The University of Texas at Austin 2004 — 2006
Economics
Kevin Murphree, CPA's KPMG Experience September 2013 - Present
Job Senior Associate at KPMG
Industry Accounting
Experience
KPMG September 2013 - Present
BKD CPAs & Advisors July 2011 - August 2013
SMU Cox School of Business April 2010 - July 2011
Skills
CPA, Auditing, US GAAP, Accounting, Financial Analysis, Financial Accounting, Financial Reporting, SEC filings
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 2008 — 2010
Bachelor of Business Administration, Accounting
KPMG September 2013 - Present
BKD CPAs & Advisors July 2011 - August 2013
SMU Cox School of Business April 2010 - July 2011
Skills
CPA, Auditing, US GAAP, Accounting, Financial Analysis, Financial Accounting, Financial Reporting, SEC filings
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 2008 — 2010
Bachelor of Business Administration, Accounting
Lacey Pavliska's KPMG Experience July 2008 - Present
Job Manager Advisory (IASOS) at KPMG
Industry Accounting
Experience
KPMG July 2008 - Present
KPMG Advisory July 2004 - June 2008
KPMG Advisory January 2003 - June 2004
ExxonMobil June 2002 - August 2002
Education
Southern Methodist University 1998 — 2002
Bachelor of Arts, Journalism
Southern Methodist University - Cox School of Business 1998 — 2002
Bachelor of Business Administration, Finance
KPMG July 2008 - Present
KPMG Advisory July 2004 - June 2008
KPMG Advisory January 2003 - June 2004
ExxonMobil June 2002 - August 2002
Education
Southern Methodist University 1998 — 2002
Bachelor of Arts, Journalism
Southern Methodist University - Cox School of Business 1998 — 2002
Bachelor of Business Administration, Finance
Amanda Chorn's KPMG Experience October 2010 - June 2012
Job Accounting Manager at ACIG
Industry Accounting
Experience
American Contractors Insurance Group July 2012 - Present
KPMG October 2010 - June 2012
KPMG January 2009 - March 2009
Education
Southern Methodist University - Cox School of Business 2005 — 2010
MSA, Accounting
American Contractors Insurance Group July 2012 - Present
KPMG October 2010 - June 2012
KPMG January 2009 - March 2009
Education
Southern Methodist University - Cox School of Business 2005 — 2010
MSA, Accounting
Erik Buchel's KPMG Experience June 2013 - August 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities June 2015 - Present
Invesco US May 2014 - August 2014
KPMG June 2013 - August 2013
Chapwood Investments, LLC January 2013 - May 2013
Failsafe Media Company May 2012 - August 2012
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Finance and Economics, 3.92
Wells Fargo Securities June 2015 - Present
Invesco US May 2014 - August 2014
KPMG June 2013 - August 2013
Chapwood Investments, LLC January 2013 - May 2013
Failsafe Media Company May 2012 - August 2012
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Finance and Economics, 3.92
Nick Rios's KPMG Experience September 2008 - March 2010
Job Senior Financial Analyst at Dave & Buster's Inc.
Industry Accounting
Experience
Dave & Buster's Inc. May 2014 - Present
Fiesta Restaurant Group, Inc. April 2013 - April 2014
Whitley Penn April 2012 - April 2013
Archon Group March 2010 - April 2012
KPMG September 2008 - March 2010
Skills
External Audit, Microsoft Excel, Oil/Gas, Midstream, Financial Reporting, Financial Services
Education
Southern Methodist University 2007 — 2008
Master of Science (MS), Accounting
Southern Methodist University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Dave & Buster's Inc. May 2014 - Present
Fiesta Restaurant Group, Inc. April 2013 - April 2014
Whitley Penn April 2012 - April 2013
Archon Group March 2010 - April 2012
KPMG September 2008 - March 2010
Skills
External Audit, Microsoft Excel, Oil/Gas, Midstream, Financial Reporting, Financial Services
Education
Southern Methodist University 2007 — 2008
Master of Science (MS), Accounting
Southern Methodist University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Winston Shows's KPMG Experience January 2006 - June 2010
Job Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey March 2013 - Present
Ernst & Young June 2010 - March 2013
KPMG January 2006 - June 2010
Education
Southern Methodist University Dedman School of Law 2004 — 2005
Master of Laws (LL.M.), Taxation
University of Mississippi 1996 — 2003
Doctor of Law (J.D.)
Houlihan Lokey March 2013 - Present
Ernst & Young June 2010 - March 2013
KPMG January 2006 - June 2010
Education
Southern Methodist University Dedman School of Law 2004 — 2005
Master of Laws (LL.M.), Taxation
University of Mississippi 1996 — 2003
Doctor of Law (J.D.)
Lisa Vien's KPMG Experience July 2014 - Present
Job Tax Associate at KPMG
Industry Accounting
Experience
KPMG July 2014 - Present
Rothstein Kass June 2013 - June 2014
Education
Southern Methodist University 2009 — 2012
Bachelors of Business Administration, Accounting
The University of Texas at Dallas 2012 — 2013
KPMG July 2014 - Present
Rothstein Kass June 2013 - June 2014
Education
Southern Methodist University 2009 — 2012
Bachelors of Business Administration, Accounting
The University of Texas at Dallas 2012 — 2013
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
PricewaterhouseCoopers
EY
ARAMARK