McGladrey & Pullen
RSM US LLP is an audit, tax, and consulting firm, focused on the middle market in the United States and a member of the global accounting network RSM International. It is the fifth largest accounting firm in the United States. Number of employees: 9,670 Headquarters: Chicago, Illinois, United States Founded: 1926, Cedar Rapids, Iowa, United States CEO: Joe Adams (2011–) Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
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McGladrey & Pullen Employees
Wells Fargo September 2012 - Present
Wells Fargo Home Mortgage August 2005 - September 2012
McGladrey & Pullen 1995 - 2002
Skills
CPA, Strategic Financial..., Accounting, Financial Analysis, Financial Reporting, Cash Flow, Internal Controls, Financial Accounting, Corporate Finance, Forecasting, Finance, US GAAP, Tax, Auditing, Risk Management
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts, Accounting
Cubic May 2014 - Present
Cubic Corporation June 2009 - April 2014
Cubic Defence Australia April 2012 - November 2012
McGladrey & Pullen 2005 - 2009
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, SEC filings, Internal Controls, GAAP, General Ledger, External Audit, Revenue Recognition, Sarbanes-Oxley Act, Assurance, Financial Statements, Internal Audit, Risk Management, Sarbanes-Oxley, US GAAP, Variance Analysis, Revenue, SEC Filings
Education
University of San Diego 2001 — 2005
Bachelors of Accountancy, Accounting
Dixon Hughes Goodman LLP October 2003 - Present
McGladrey & Pullen June 2000 - September 2003
Skills
Auditing, Accounting, Tax Credits, CPA, GAAP, Internal Controls, Financial Reporting, US GAAP, Real Estate Development, SEC filings, Financial Accounting, Tax, Sarbanes-Oxley Act, LIHTC, Financial Analysis
Education
University of Northern Iowa 1995 — 2000
BS, Accounting
Fooda May 2015 - Present
Channel IQ March 2014 - April 2015
Conversant Inc. June 2010 - March 2014
CIT September 2007 - June 2010
Parksite, Inc. December 2002 - September 2007
AMS Direct 2002 - 2002
McGladrey & Pullen 1998 - 2002
Skills
Financial Reporting, Auditing, Financial Analysis, Accounting, Budgets, Forecasting, Leadership, Management, Operations Management, Negotiation, Process Improvement, Mergers & Acquisitions, Finance, Sarbanes-Oxley Act, GAAP, Start-ups, Financial Modeling, Revenue Recognition, CPA, US GAAP, SEC filings, SEC Filings
Education
University of Northern Iowa 1994 — 1998
BA, Accounting
Bellota Agrisolutions & Tools March 2013 - Present
Community Health Care, Inc. December 2010 - February 2013
McGladrey & Pullen September 2009 - October 2010
Kelly's Medical Equipment & Supply June 2009 - August 2009
Cargill Meat Solutions May 2008 - August 2008
University of Northern Iowa June 2006 - May 2008
RSM McGladrey January 2008 - April 2008
Skills
Accounting, Tax, Audit, Healthcare, Tax Returns, Microsoft Excel, Finance, Invoicing, GAAP, Internal Controls, Auditing, Accounts Receivable, Financial Analysis, Financial Accounting
Education
University of Northern Iowa 2008 — 2009
Masters
University of Northern Iowa 2006 — 2008
B.A.
eyeBrain Medical, Inc. October 2014 - Present
Awarepoint January 2014 - October 2014
Awarepoint July 2013 - October 2014
Awarepoint April 2012 - July 2013
McGladrey September 2010 - June 2012
McGladrey & Pullen 2008 - September 2010
Skills
Auditing, US GAAP, Finance, GAAP, Financial Reporting, Accounting, Financial Accounting, CPA, Internal Controls, Financial Analysis, SEC filings, Financial Statements, Sarbanes-Oxley Act, Internal Audit, Revenue Recognition, Management, Account Reconciliation
Education
University of San Diego 2007 — 2008
Masters, Masters of Accountancy and Financial Management
University of San Diego 2004 — 2008
Bachelor of Science, Accountancy
CohnReznick LLP January 2014 - Present
Experis March 2012 - April 2013
LB&A, Certified Public Accountants, PLLC February 2012 - April 2012
Cherry, Bekaert & Holland, L.L.P. January 2004 - October 2011
GSSM / Grant Thornton LLP August 1999 - November 2003
McGladrey & Pullen January 1998 - April 1998
Skills
Tax, Accounting, Microsoft Office, Financial Reporting, Financial Statements, CPA, QuickBooks, Tax Accounting, Corporate Tax, Income Tax, Financial Analysis, Financial Accounting, Tax Preparation, General Ledger, Tax Returns, Account Reconciliation, Tax Research, Fixed Assets, Journal Entries, Bank Reconciliation, Partnership Taxation
Education
University of North Carolina at Wilmington 1998 — 1999
Masters, Accounting, Tax
University of North Carolina at Wilmington 1995 — 1997
Bachelors, Accounting
Northwestern Mutual April 2012 - Present
Morgan Stanley Smith Barney April 2009 - March 2012
McGladrey & Pullen 1998 - 2008
Skills
Investments, Wealth Management, Finance, Financial Planning, Risk Management, Financial Services, Retirement Planning, College Education..., Asset Protection
Education
University of Pennsylvania
Bachelor of Science (B.S.), Dual Concentration: Accounting & Strategic Management (Wharton School)
Marlborough High School
Kluesner household October 2014 - Present
McGladrey October 2013 - October 2014
McGladrey LLP September 2010 - October 2013
McGladrey & Pullen November 2009 - August 2010
Skills
CPA, GAAP, US GAAP, Auditing
Education
University of Notre Dame 2004 — 2008
Bachelors, Accounting
TD&T CPAs and Advisors P.C. October 2004 - Present
McGladrey & Pullen February 1998 - October 2004
Beaton Inc. August 1995 - February 1998
Terry Lockridge & Dunn August 1995 - August 1996
Cain Ellsworth & Co., LLP May 1987 - August 1995
Skills
Accounting, Tax, Estate Planning, Corporate Tax, Internal Audit, Financial Reporting, Financial Planners, Financial Accounting, Strategic Planning, Tax Research, Partnership Taxation, US Tax, S Corporations, CPA, Tax Accounting, Business Tax Planning, State Tax, IRS, QuickBooks, Tax Preparation
Education
University of Northern Iowa 1983 — 1987
BA, Accounting
Suntree Country Club January 2009 - August 2014
McGladrey & Pullen May 2006 - January 2009
OSI Restaurant Partners, LLC January 2004 - May 2006
Skills
Internal Controls, Financial Reporting, Accounting, Auditing, General Ledger, Internal Audit, GAAP, IT Audit, Process Improvement, Accounts Payable, Fixed Assets, Sarbanes-Oxley Act, Payroll, CPA, Financial Statements
Education
University of South Florida-St. Petersburg Campus 2004 — 2005
Master of Business Administration (M.B.A.)
University of South Florida - College of Business Administration 2000 — 2003
BS, Accounting
Wells Fargo October 2004 - Present
McGladrey & Pullen September 2002 - October 2004
M&P 2002 - 2003
Skills
Financial Analysis, Strategic Financial..., Risk Management, Financial Reporting, Financial Modeling, CPA, GAAP, Accounting, Fixed Income, Finance, Loans, Banking, Financial Accounting, Auditing
Education
University of North Carolina at Wilmington 2001 — 2002
Masters of Science, Accounting
University of North Carolina at Chapel Hill 1998 — 2000
Bachelor of Science, Business Administration
Titan Enterprise Inc. dba Good Way Group January 2013 - Present
Maxland International dba Carvon Packaging Inc. July 2011 - December 2012
Larson & Rosenberger LLP January 2010 - June 2011
McGladrey & Pullen September 2007 - August 2009
Maxland International dba Carvon Packaging Inc. January 2003 - August 2006
Warner Bros. June 2005 - August 2005
Distance Education Network (USC) January 2005 - May 2005
Skills
Accounting, Auditing, Forecasting, Insurance
Education
University of Southern California 2003 — 2007
BS, Accounting
Lincoln Financial Group January 2011 - Present
Lincoln Financial Group September 2010 - December 2010
Lincoln Financial January 2007 - August 2010
McGladrey & Pullen September 2003 - December 2006
Skills
Financial Reporting, CPA, Budgets, Expense Management, Financial Analysis, Essbase, External Audit, Hyperion Planning, Internal Controls, Benefit Cost Analysis, Forecasting, GAAP, Sarbanes-Oxley Act, Strategic Financial...
Education
University of North Carolina at Wilmington 2002 — 2003
Master, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
BA, Economics / Mgmt and Society
Bank of the West August 2012 - March 2015
BMO Harris Bank November 2007 - August 2012
Key Equipment Finance May 2006 - October 2007
GE Capital September 2002 - June 2006
Arthur Andersen September 1998 - June 2002
McGladrey & Pullen September 1996 - August 1998
Skills
Middle Market, Loans, Commercial Lending, Commercial Banking, Strategic Planning, Finance, Working Capital..., Auditing, Financial Analysis, Commercial Finance, Structured Finance, Credit, Banking, Cash Management
Education
University of Northern Iowa 1992 — 1996
Bachelor's degree, Accounting and Economics
University of Northern Iowa
BA; CPA, Accounting
McGladrey LLP January 2014 - Present
Flowserve September 2011 - January 2014
McGladrey LLP June 2007 - September 2011
Dixon Hughes PLLC September 2004 - June 2007
Bennett College April 2003 - September 2004
McGladrey & Pullen September 2001 - April 2003
Skills
Auditing, Internal Audit, Finance, External Audit, Financial Statements, Financial Audits, Assurance, US GAAP, Internal Controls, Sarbanes-Oxley Act, GAAP, CPA, Manufacturing, Financial Reporting, Financial Accounting, Revenue Recognition, Hyperion Enterprise, Process Improvement, COSO, SOX 404, SEC filings, Account Reconciliation, Analysis, Sarbanes-Oxley, General Ledger
Education
University of North Carolina at Greensboro 1997 — 2001
Master of Science, Accounting
Downing Frye Realty, Inc. January 2012 - Present
Coldwell Banker Commercial, SW Florida July 2005 - January 2012
Naples Area Board of Realtors 2007 - 2010
ET Software, Inc February 1986 - October 2002
SCI Financial Group October 1980 - February 1986
McGladrey & Pullen October 1977 - October 1980
Saltmarsh Cleaveland & Gund July 1972 - October 1977
Skills
Spanish, Sellers, Land, Retail, Realty, Accounting, Real Property, Real Estate, Commercial Real Estate, Valuation, Investments, Finance, Investors, Real Estate Transactions, Investment Properties, Brokerage, 1031 Exchanges, REO, Small Business, Income Properties, Foreclosures, Buyer Representation, Property, Waterfront, International Real..., Listings, Condos, Real Estate Economics, Seller Representation, Real Estate Financing, Real Estate Development, Buyers, New Homes, Single Family Homes, Referrals, Real Estate License, Vacation Homes
Education
University of Northern Colorado 1968 — 1972
BS, Business Admistration/Accounting Specialization
St. Anthony Hospital August 2014 - Present
EKS&H January 2012 - Present
McGladrey & Pullen August 2011 - August 2011
McGladrey & Pullen September 2009 - August 2011
McGladrey & Pullen September 2007 - September 2009
McGladrey & Pullen May 2006 - August 2006
Pulakos & Alongi May 2005 - August 2005
Skills
Audit, Accounting, GAAP, Financial Reporting, Financial Accounting, Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Statements, SEC filings, Revenue Recognition, Microsoft Excel
Education
Regis University 2013 — 2013
Bachelor of Science in Nursing
University of San Diego 2003 — 2007
Bachelor of Accountancy, Minor in Spanish
AgriBank, FCB March 2013 - Present
Independent Contractor April 2011 - March 2013
PricewaterhouseCoopers July 2004 - April 2011
McGladrey & Pullen 1990 - 2004
Skills
SEC filings, Internal Controls, GAAP, Sarbanes-Oxley Act, Auditing, CPA, Finance
Education
University of Northern Iowa 1986 — 1990
BA, Accounting
Silver Lining, LLC October 2010 - Present
RSM McGladrey January 2000 - October 2010
IBM Global Business Services April 1997 - January 2000
McGladrey & Pullen March 1994 - March 1997
Skills
Cloud Computing, Hosting Services, Managed Services, Data Center, Servers, Management, Strategy, Enterprise Software, Sales, Business Development, Business Intelligence, Professional Services, SaaS, Leadership, Networking, Web Applications, Business Process..., Information Technology, Microsoft Exchange, Change Management, Consulting
Education
University of North Texas 1984 — 1986
Fine Arts / Communications
McGladrey September 2002 - Present
Dixon Hughes Goodman LLP August 1998 - September 2002
McGladrey & Pullen August 1997 - September 1998
Skills
GAAP, CPA, US GAAP, Financial Reporting, Accounting, Financial Analysis
Education
University of North Carolina at Wilmington
Masters, Accountancy
University of North Carolina at Wilmington
Bachelor of Science, Accountancy
Frick Services, Inc. September 2013 - Present
Crowe Horwath LLP September 2011 - September 2013
University of Notre Dame August 2008 - August 2011
Crowe Horwath LLP June 2010 - August 2010
McGladrey & Pullen June 2009 - July 2009
Skills
CPA
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
MSA, Financial Reporting and Assurance Services
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA, Accountancy, Classics (minor)
PPD April 2010 - Present
PPD December 2008 - March 2010
PPD November 2007 - November 2008
McGladrey & Pullen September 2002 - November 2007
Skills
Sarbanes-Oxley Act, Auditing, SEC filings, Microsoft Excel, Financial Reporting, Accounting, US GAAP, Internal Controls, Financial Analysis, SEC Filings, Financial Accounting
Education
University of North Carolina at Wilmington 1998 — 2002
Four Oaks February 2012 - Present
University of Iowa Foundation May 2011 - January 2012
McGladrey & Pullen December 2003 - May 2011
Education
University of Northern Iowa 2000 — 2003
MAcc, Accounting
Elliott Davis Decosimo November 2010 - Present
McGladrey & Pullen September 2006 - November 2010
Skills
CPA, Accounting, Internal Controls, Auditing, US GAAP, Assurance, External Audit, Financial Accounting, Sarbanes-Oxley Act
Education
UNC Kenan-Flagler Business School 2005 — 2006
MAC, Masters of Accountancy
UNC Chapel Hill 2002 — 2005
BA, Economics, Business Administration Minor
Elliott Davis Decosimo January 2015 - Present
Elliott Davis Decosimo July 2014 - Present
Elliott Davis Decosimo August 2011 - July 2014
RSM McGladrey July 2010 - May 2011
RSM McGladrey July 2008 - July 2010
McGladrey & Pullen August 2006 - July 2008
Skills
Recruiting, Talent Acquisition, Onboarding, Employee Relations, Human Resources, Applicant Tracking..., Orientation Programs
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
MAC, Accounting
University of South Carolina - Darla Moore School of Business 2001 — 2005
BS, Business-Marketing
Bernard Robinson & Company, LLP January 2008 - Present
McGladrey & Pullen June 1994 - January 2008
Manning, Perkinson, Floyd & Company December 1991 - June 1994
D.E. Gatewood and Company, CPA January 1990 - 1991
Skills
Partnership Taxation, Accounting, Financial Reporting, Auditing, Corporate Tax, CPA, Financial Accounting, Tax, Internal Controls, Tax Preparation, GAAP, Financial Analysis, US GAAP, SEC filings, Fixed Assets, Financial Statements, Forensic Accounting, General Ledger, Income Tax, QuickBooks, Internal Audit
Education
University of North Carolina at Wilmington 1985 — 1989
Bachelor of Science, Accounting
North Duplin High School 1982 — 1985
Wells Fargo August 2014 - Present
Wells Fargo July 2012 - August 2014
BMO Capital Markets August 2010 - July 2012
Ernst & Young September 2006 - August 2010
The White House June 2006 - August 2006
McGladrey & Pullen June 2005 - August 2005
Republican National Committee June 2004 - August 2004
United States Senate January 2004 - May 2004
Skills
Investments, Auditing, Financial Modeling, Capital Markets, Strategic Financial...
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MSA, Accounting
University of Notre Dame 2001 — 2005
BBA, Accounting
San Ramon Valley Unified School District October 2013 - October 2014
San Ramon Valley Unified School District October 2009 - October 2013
R & R Wireless LLC June 2006 - December 2012
Yakety Yak Wireless March 2006 - December 2012
Play N Trade 2006 - 2012
Service Care of America 1992 - 2001
Pace Membership Warehouse 1984 - 1986
McGladrey & Pullen February 1981 - June 1983
Skills
Inventory Management, Customer Service, Retail
Education
University of North Carolina at Greensboro 1977 — 1980
BS, Accounting
Oak Ridge Academy 1970 — 1973
Grimsley High School
University of Northern Iowa July 2004 - Present
AESSEAL August 2002 - Present
Guaranty Bank & Trust-Cedar Rapids August 1995 - Present
ESP International June 1994 - Present
Apache Hose & Belting 2007 - May 2014
McGladrey & Pullen June 1980 - June 1994
Skills
Global Sourcing, Financial Management, Global Business..., Strategic Planning, Managerial Finance, New Business Development, Small Business, Manufacturing, Finance, Auditing, Business Development, Procurement, International Business, Operations Management, Contract Negotiation, Strategy, Business Strategy, Supply Chain Management, Negotiation, Leadership, Management, Management Consulting, Cross-functional Team..., Budgets, Process Improvement, Financial Analysis, Business Planning, Mergers & Acquisitions, Executive Management, Team Building, Forecasting, Business Process..., Start-ups, Product Development, Risk Management, Competitive Analysis
Education
University of Northern Iowa 1975 — 1980
BA, Accounting
University of Northern Iowa 1975 — 1979
BA, Accounting
Qorvo, Inc. January 2015 - Present
RFMD October 2001 - December 2014
RF Nitro Communications September 2000 - October 2001
McGladrey & Pullen October 1998 - September 2000
Bullard & Blanchard September 1996 - October 1998
Belk January 1993 - September 1996
BDO Seidman, LLP August 1988 - January 1993
Skills
Financial Accounting, Financial Reporting, Financial Analysis, Cost Analysis, Budgeting, Financial Planning, SAP, Manufacturing, Semiconductors, Contract Negotiation, Government Contracting, Business Planning, Strategic Financial..., Budgets, Finance, Auditing, Cost Benefit, Operational Cost..., Management, Accounting, GAAP, Forecasting
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor's Degree, Accounting
Transamerica Life Insurance Company November 2001 - Present
McGladrey & Pullen October 1999 - October 2001
Principal Financial Group July 1995 - September 1999
Skills
Accounting, Auditing, SOX, Insurance, Excel, Financial Reporting, Tax, Forecasting, Budgeting, Word, General Ledger, IFRS, GAAP, Financial Analysis, Financial Accounting, US GAAP, Budgets, Microsoft Excel, Internal Audit
Education
University of Northern Iowa 1990 — 1993
BA, Accounting
Monticello
Wilmington Health Associates September 2014 - Present
UNC Wilmington August 2014 - December 2014
Wilmington Health Associates June 2014 - September 2014
Pharmaceutical Product Development November 2009 - June 2014
McGladrey & Pullen September 2006 - November 2009
Ernst & Young January 2005 - March 2005
Skills
Budgeting, Accounting, Auditing, Financial Reporting, Financial Analysis, SEC reporting, Financial Accounting, Microsoft Office, Budgets
Education
University of North Carolina at Wilmington 2001 — 2006
MS, Accountancy
USW Holding Company/Easton Enterprises August 2009 - Present
Family Merchants Bank March 2005 - January 2009
RSM McGladrey April 2002 - March 2005
McGladrey & Pullen September 1997 - April 2002
Skills
GAAP, Accounting, Financial Reporting, Auditing, Internal Controls, General Ledger, CPA, Assurance, Financial Accounting, External Audit, US GAAP, Financial Statements
Education
University of Northern Iowa 1993 — 1997
Bachelor of Arts, Accounting
Spencer High School 1990 — 1993
Hughes Pittman & Gupton LLP January 2015 - Present
RSM McGladrey, Inc. October 2009 - December 2014
Cheryl L. Rhew, CPA, PLLC October 2004 - October 2009
McGladrey & Pullen September 1998 - April 2005
Skills
Income Tax, S Corporations, Corporate Tax, Tax Preparation, CPA, Tax Research, Tax, Sales Tax, Tax Returns, Accounting, Tax Accounting, Partnership Taxation
Education
University of North Carolina at Wilmington 1992 — 1998
Masters, Accounting
EyeBrain Medical, Inc December 2014 - Present
eyeBrain Medical, Inc August 2012 - Present
The Backplane Inc. January 2011 - August 2012
McGladrey & Pullen LLP September 2008 - September 2010
McGladrey & Pullen June 2007 - August 2007
Skills
Accounting, Auditing, GAAP, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, US GAAP, CPA, Financial Analysis, Financial Accounting, Revenue Recognition, General Ledger, QuickBooks, Leadership Development, Financial Statements, Start-ups, Management, Account Reconciliation, Leadership, Internal Audit, Assurance, External Audit
Education
University of San Diego 2004 — 2008
Masters of Accounting & FInancial Management, Accounting and Finance
La Fundacion de Jose Ortega y Gasset 2006 — 2007
Minor in Spanish, Spanish Business
Workiva October 2010 - Present
McGladrey & Pullen September 2007 - October 2007
Viking Pump January 2006 - December 2006
Skills
SEC filings, Accounts Payable, US GAAP, Accounting, General Ledger, Accounts Receivable, Financial Reporting, GAAP, Financial Modeling, Auditing, CPA, Financial Statements
Education
University of Northern Iowa 2002 — 2007
BA, Accounting and Finance
Intuit January 2014 - Present
McGladrey November 2009 - January 2014
McGladrey & Pullen June 2008 - August 2008
Solar Turbines October 2007 - May 2008
University of San Diego September 2006 - May 2007
Skills
US GAAP, Financial Statements, Accounting, Auditing, External Audit, Internal Controls, Financial Reporting, Financial Accounting, Finance, Assurance, GAAP, Financial Analysis, SEC filings, Financial Modeling, Revenue Recognition, Budgets, General Ledger, Forecasting, Cost Accounting, Variance Analysis, Account Reconciliation, Sarbanes-Oxley Act, CPA, International Accounting
Education
University of San Diego 2005 — 2009
BAcc, Accounting
Sara Lynn Little, CPA, PLLC October 2009 - Present
McGladrey & Pullen January 1986 - October 2009
Skills
Accounting, Budgets, Corporate Tax, CPA, Process Improvement, Tax, Management, Start-ups, Financial Reporting, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Finance, Auditing, Financial Planning
Education
UNC Charlotte 1979 — 1983
BS & MBA, Business
Sony Pictures Entertainment September 2014 - Present
Fox Filmed Entertainment July 2012 - September 2014
Fox Broadcasting May 2010 - July 2012
McGladrey & Pullen September 2007 - May 2010
GMAC ResCap June 2007 - August 2007
Wells Fargo June 2006 - August 2006
Skills
Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Auditing, Corporate Finance, Forecasting, Cash Flow, GAAP, Finance, Internal Controls, Essbase, General Ledger, Variance Analysis
Education
University of Southern California 2004 — 2007
Bachelor of Science, Accounting, Finance
McGladrey & Pullen 2007 - Present
Education
University of San Diego 2004 — 2008
McGladrey & Pullen September 2008 - Present
McGladrey & Pullen June 2007 - August 2007
Education
University of San Diego 2004 — 2008
Bank of America June 2014 - Present
Bank of America March 2013 - June 2014
Bank of America September 2006 - March 2013
McGladrey & Pullen 2004 - 2006
Lumina Realty, Inc. April 2002 - July 2004
Education
University of North Carolina at Wilmington 2003 — 2004
Masters, Accounting
University of North Carolina at Wilmington 1999 — 2003
Undergraduate, Accounting
Datalink September 2013 - Present
EMC January 2012 - August 2013
EMC Global Services 2004 - March 2012
Accenture 2004 - 2006
Datatrend Technologies June 2002 - May 2004
IBM January 2000 - May 2002
McGladrey & Pullen 1998 - 2000
GE Capital ITS 1996 - 1998
Globelle 1996 - 1997
Skills
Business Development, Product Management, Salesforce.com, Cloud Computing, Program Management, SaaS, Professional Services, Leadership, Sales, Consulting, Vendor Management, CRM, Business Analysis, Solution Selling, Pre-sales, Sales Process, Business Intelligence, IT Service Management, Enterprise Software, IT Strategy, Strategy
Education
University of San Diego 1987 — 1991
Bachelor of Science (BS), International Relations and Affairs
FBL Financial Group, Inc. July 2014 - Present
FBL Financial Group, Inc. October 2012 - July 2014
FBL Financial Group, Inc. May 2011 - October 2012
FBL Financial Group, Inc. May 2009 - May 2011
Purfoods, LLC July 2006 - May 2009
ITS June 2005 - July 2006
McGladrey & Pullen December 2003 - June 2005
Skills
Accounting, GAAP, CPA, Financial Analysis, Auditing, General Ledger, Budgeting, Financial Accounting, QuickBooks, Insurance, Process Improvement, SAP BPC
Education
University of Northern Iowa 1998 — 2003
Masters, Accounting
International Vapor Group September 2014 - Present
International Vapor Group September 2013 - September 2014
Eurotech January 2013 - September 2013
Eurotech October 2009 - December 2012
McGladrey & Pullen September 2007 - October 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Forecasting, GAAP, Internal Controls, US GAAP, Process Improvement, Auditing, Analysis, Finance, Revenue Recognition, Financial Accounting, Sarbanes-Oxley Act, General Ledger
Education
University of Richmond 2002 — 2007
Masters, Accountancy
University of Richmond - Robins School of Business 2002 — 2007
Bachelor's degree, Accounting
CHAN HEALTHCARE November 2012 - Present
Mainstream Management, LLC November 2010 - November 2012
McGladrey & Pullen October 2007 - November 2010
Ernst & Young LLP 2002 - 2007
Arthur Andersen 2001 - 2001
Skills
Financial Analysis, Auditing, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Internal Audit, Accounting, US GAAP, GAAP, External Audit, Assurance, Financial Accounting, Process Improvement, CPA, Business Process..., SOX 404, Sarbanes-Oxley, Risk Management, Big 4, Business Analysis, Risk Assessment
Education
University of Northern Iowa 1997 — 2002
Bachelor of Arts (BA), Accounting and Finance
Starmont High School
Hudson Pope, PLLC August 2012 - Present
McGladrey & Pullen July 2005 - July 2012
Tidewater Air Services 2001 - 2005
Skills
CPA, Auditing, GAAP, SEC filings, Financial Statements, Fixed Assets, Accounts Receivable, Tax Accounting, US GAAP, Tax Research, Internal Controls, Partnership Taxation, Corporate Tax, Financial Reporting, Tax Preparation, Accounting, FIN 48, Tax, Income Tax, Financial Accounting, Sarbanes-Oxley Act, Tax Returns, Budgets, Sarbanes-Oxley, General Ledger, S Corporations, Revenue Recognition, QuickBooks, Internal Audit, External Audit, Assurance, Sales Tax, Cost Accounting, Cash Flow, Variance Analysis, Financial Audits, Financial Analysis, Consolidation, Account Reconciliation, Analysis
Education
University of North Carolina at Wilmington 2004 — 2005
MS, Accounting
University of North Carolina at Chapel Hill 2000 — 2004
BA, Economics, Chemistry
ettain group July 2015 - Present
SEN Design Group January 2013 - August 2015
Cardlytics, Inc. March 2011 - November 2012
Cardlytics, Inc. December 2009 - February 2011
Oakmont Industrial Group May 2008 - December 2009
Capital One March 2007 - December 2007
Capital One Financial Corporation March 2003 - February 2007
Capital One Financial Corporation June 2002 - February 2003
McGladrey & Pullen August 1997 - May 2002
Skills
Finance, Management, Accounting, Leadership, Financial Analysis, Process Improvement, Strategic Planning, Marketing, Analysis, Strategy, Analytics, Budgets, Risk Management, Forecasting, Financial Modeling, Account Management, Financial Services, Marketing Strategy, New Business Development
Education
University of Richmond - Robins School of Business 2003 — 2006
MBA
University of Richmond - Robins School of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Duke Energy Corporation January 2015 - Present
Duke Energy Corporation March 2013 - December 2014
Duke Energy Corporation October 2010 - March 2013
Duke Energy Corporation July 2008 - September 2010
Duke Energy Corporation January 2007 - June 2008
McGladrey & Pullen September 2003 - January 2007
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Reporting, SEC Filings, Financial Analysis, Accounting, GAAP, Variance Analysis, Internal Audit, Analysis, US GAAP, Regulatory Accounting
Education
University of North Carolina at Wilmington 2002 — 2003
Masters of Science, Accounting
University of North Carolina at Wilmington 1997 — 2001
B.S, Business Administration in Finance
Keeley Companies August 2007 - Present
Big Red Trucks 1979 - 2014
McGladrey, LLP August 2004 - July 2007
McGladrey & Pullen 2004 - 2007
Skills
Financial Reporting, Accounting, GAAP, Internal Controls, SEC filings, Financial Analysis, Auditing, US GAAP, Financial Accounting, CPA, Sarbanes-Oxley Act, Tax, Financial Modeling, Due Diligence, Financial Statements, Internal Audit, General Ledger, Valuation, Tax Preparation, Cash Management
Education
University of Northern Iowa 1998 — 2003
Bachelor of Arts, Accounting
DDR, Inc. February 2014 - Present
Continental Tire the Americas, LLC May 2009 - February 2014
McGladrey & Pullen August 2004 - May 2009
Skills
Accounting, Auditing, Financial Reporting, Sarbanes-Oxley Act, Tax, Financial Accounting, Consolidation, Financial Analysis, Internal Audit, CPA, GAAP, US GAAP, Fixed Assets
Education
University of North Carolina at Charlotte 1997 — 2001
B.S., Accounting
LPL Financial Holdings, Inc. August 2014 - Present
SANDAG January 2014 - August 2014
SAIC May 2008 - April 2013
McGladrey & Pullen January 2006 - March 2008
PKF,LLP June 2005 - August 2005
Skills
Financial Reporting, Internal Controls, Auditing, Process Improvement, Variance Analysis, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Accounting, Risk Management, Internal Audit, Account Reconciliation, Strategic Financial..., GAAP, Strategic Planning, Assurance, External Audit, Finance, Budgets
Education
University of San Diego 2001 — 2005
Bachelor's Degree, Accountancy w/ emphasis in Finance and Real Estate
Rockwell Collins September 2013 - Present
Rockwell Collins January 2012 - September 2013
Rockwell Collins January 2010 - January 2012
Rockwell Collins April 2008 - January 2010
Rockwell Collins October 2007 - April 2008
McGladrey & Pullen September 2004 - October 2007
Education
University of Northern Iowa 1999 — 2004
Master of Arts (MA), Accounting
University of Northern Iowa 1999 — 2004
Bachelor of Arts (B.A.), Accounting
Cubic Corporation December 2008 - Present
McGladrey & Pullen January 2006 - December 2008
Titan March 2005 - December 2005
Correctional Systems, Inc January 2003 - March 2005
Arthur Andersen, LLP 1995 - 2002
United States Marine Corps 1987 - 1991
Education
University of San Diego 1993 — 1995
Bachelor, Accounting
Mutual Med, Inc. January 1994 - Present
McGladrey & Pullen December 1983 - December 1994
Skills
Strategic Planning, Tax Preparation, Tax Returns
Education
University of Northern Iowa 1975 — 1983
BA, Accounting
WPA North America January 2014 - Present
Proxymity January 2009 - January 2015
CFMA May 2004 - May 2008
Bratney Companies 2004 - 2006
Taylor Ball 1993 - 2004
McGladrey & Pullen 1990 - 1993
Skills
Strategic Planning, Financial Analysis, Leadership, Strategy, Analysis, Team Building, Business Strategy, Marketing, Future Trends, Financial Modeling, Strategic Financial..., Workforce Analytics, Futurism, Alternative Workplace..., Strategic Vision, Workforce Performance, Passionate about work, Social Return on..., Workplace Design, Organizational..., Organizational Behavior
Education
University of Northern Iowa 1987 — 1990
BA, Accounting & Finance
Newman High School 1980 — 1984
CIT Assistant ControllerThe Parksite Group2002 - 2007
McGladrey & Pullen 1998 - 2002
Education
University of Northern Iowa 1994 — 1998
BA, Accounting
Pepperl+Fuchs 2013 - Present
Stock Equipment Company 2010 - 2013
Cox Communications 2003 - 2010
America's Body Company 1998 - 2002
Comco, Inc. 1997 - 1998
McGladrey & Pullen 1994 - 1997
Ametek 1991 - 1994
Midcap & Company 1990 - 1991
LTV Corporation 1988 - 1990
E & Y 1987 - 1988
Skills
Accounting, Tax, Internal Controls, Forecasting, Strategic Planning, Hyperion Enterprise, Sarbanes-Oxley Act, Financial Statements, Integration, CPA, Finance, Financial Audits, Variance Analysis, Cost Accounting, Internal Audit, Sarbanes-Oxley, SAP, Budgets, Access, Management, Business Process..., Accounts Receivable, Invoicing, Process Improvement, Program Management, Financial Reporting, Leadership, Auditing, Consolidation, GAAP, Microsoft Excel, Analysis, Accounts Payable, General Ledger, Strategic Financial..., Managerial Finance, JD Edwards, ERP, Financial Analysis, Cash Management, Fixed Assets, US GAAP, Cash Flow, Account Reconciliation, Financial Accounting, Mergers & Acquisitions, Essbase, Financial Forecasting, Payroll
Education
University of South Florida 1983 — 1986
Bachelor of Science, Accounting, 3.6
Kennedy Senior High School 1980 — 1983
Iowa Beverage Systems, Inc. October 2012 - Present
The Weitz Company September 2011 - September 2012
Principal Financial Group September 2010 - September 2011
McGladrey & Pullen September 2006 - September 2010
Principal Global Investors January 2005 - November 2005
Education
University of Northern Iowa 2001 — 2006
Bachelors, Accounting
Harrison Truck Centers March 2015 - Present
record-usa June 2014 - March 2015
Wells Fargo August 2013 - May 2014
McGladrey & Pullen August 2009 - August 2013
McGladrey & Pullen July 2007 - August 2009
RSM McGladrey January 2006 - April 2006
AEGON January 2005 - August 2005
Skills
Loans, Investments, Accounting, Tax, Finance, Financial Analysis, Auditing, CPA, External Audit, Real Estate, Internal Audit, Banking, Assurance, Financial Accounting, Due Diligence, Financial Statements, Mortgage Lending, General Ledger, Budgets, Risk Management, Financial Audits, QuickBooks, Strategic Financial..., Account Reconciliation, Commercial Real Estate, Financial Services, Cash Flow, Microsoft Excel, Analysis, Financial Reporting, Leadership, Internal Controls, US GAAP, Management, Customer Service, Strategic Planning
Education
University of Northern Iowa 2002 — 2007
Bachelor's, Accounting, Real Estate, Finance
Dowling High School 1999 — 2002
High school diploma, General Studies
Qualicaps August 2011 - Present
KPMG December 2010 - August 2011
Qualicaps June 2009 - May 2010
McGladrey & Pullen April 2007 - March 2009
Ernst & Young January 2004 - April 2007
Skills
Financial Reporting, Auditing, Accounting, Analysis, Budgets, Finance, Variance Analysis, Financial Accounting, Financial Audits, Internal Controls, Leadership, Software Documentation, External Audit, Sarbanes-Oxley Act, Financial Analysis, GAAP, Forecasting, US GAAP, CPA, General Ledger, Internal Audit, Financial Statements
Education
University of North Carolina at Greensboro 2001 — 2002
Master of Science, Accounting
McGladrey & Pullen December 2006 - July 2011
Deloitte 1996 - 2006
Education
University of Pennsylvania - The Wharton School 1992 — 1996
B.S., Economics
fleck sales 1999 - Present
Iowa Beer and Beverage dba Fleck Sales Company 1999 - Present
McGladrey & Pullen 1990 - 1996
Skills
Budgets, Forecasting, Business Planning, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Cash Flow, Strategic Financial..., Financial Accounting, Managerial Finance, Mergers & Acquisitions, Sarbanes-Oxley Act, Auditing, Finance
Education
University of Northern Iowa
Bachelor's degree, Accounting
University of Pittsburgh Cancer Institute June 2013 - Present
Jones Kohanski & Co., PC August 2011 - May 2013
McGladrey & Pullen November 2009 - July 2011
Army Audit Agency May 2008 - August 2008
Luzerne County Adult Probation Department May 2007 - August 2007
Skills
QuickBooks, Caseware, Creative Solutions..., Microsoft Office, Financial Statements, Sarbanes-Oxley Act
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
The Pennsylvania State University, Main CampusUniversity 2005 — 2009
Bachelor of Science, Accounting, Legal Environment of Business
Bishop Hafey Jr/Sr High School 2001 — 2005
High School
United Rentals January 2013 - Present
United Rentals November 2010 - December 2012
Finance Consultant April 2009 - October 2010
McGladrey & Pullen October 2007 - March 2009
Murray and Roberts April 2007 - September 2007
Lafarge May 2006 - March 2007
CFI Holdings Ltd July 2005 - April 2006
Deloitte January 2001 - May 2005
Skills
Financial Accounting, Internal Controls, IFRS, Financial Reporting, Auditing, Process Improvement, Financial Analysis, US GAAP, Accounting, External Audit, Sarbanes-Oxley Act, Internal Audit
Education
University of South Africa/Universiteit van Suid-Afrika 2005 — 2006
Post Graduate Diploma, Auditing
University of South Africa/Universiteit van Suid-Afrika 2001 — 2005
Bachelor of Science, Accounting & Auditing
Lat Purser & Associates, Inc. January 2012 - Present
Lat Purser & Associates, Inc October 2006 - December 2011
McGladrey & Pullen February 2003 - October 2006
CliftonLarsonAllen August 2001 - February 2003
Skills
Portfolio Management, Investments, Financial Analysis, Real Estate, Leadership, Asset Management, Strategic Planning, Finance, Real Estate Development, Leases, Real Estate Economics, Corporate Real Estate, Due Diligence, Brokerage, Commercial Real Estate
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2001
BS & BSBA, Accounting & Management Information Systems
Transamerica February 2015 - Present
Transamerica February 2011 - February 2015
McGladrey & Pullen September 2004 - July 2010
Skills
CPA, Operational Risk..., Internal Controls, Assurance, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Financial Analysis, Lean Thinking, US GAAP, GAAP, Financial Statements, Operational Risk, Operational Excellence, Operational Efficiency, Financial Accounting
Education
University of Northern Iowa 1999 — 2004
Master of Accounting, Accounting
University of Northern Iowa 1999 — 2004
Bachelor of Arts (B.A.), Accounting
Wetherby Asset Management May 2011 - Present
Catalyst Financial Planning & Investment Management Corp. July 2010 - April 2011
McGladrey & Pullen August 2008 - October 2009
Skills
Investments, Financial Analysis, Asset Allocation, Strategic Financial..., Leadership, Financial Modeling, Children's Yoga, Hatha Yoga, Asset Management, Mutual Funds, Alternative Investments, Portfolio Management
Education
University of Oregon 2003 — 2008
Bachelor of Arts, Accounting
Campbell Alliance September 2012 - Present
Campbell Alliance April 2012 - October 2012
Campbell Alliance October 2008 - May 2012
McGladrey & Pullen 2005 - 2008
Skills
Accounting, QuickBooks, Internal Controls, GAAP, General Ledger, Financial Reporting, Sarbanes-Oxley Act, Auditing, Financial Analysis, US GAAP, Sarbanes-Oxley, CPA, External Audit
Education
University of North Carolina at Wilmington 2000 — 2005
Masters, Accounting
Feed My Starving Children April 2014 - Present
Bar-S Foods Co. April 2013 - May 2014
American Express October 2009 - April 2013
eTelecare Global Solutions August 2009 - October 2009
Standard Chartered Bank February 2008 - July 2009
American Express October 2004 - February 2008
McGladrey & Pullen December 2000 - October 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Internal Controls, Strategic Financial..., Cash Management, Financial Accounting, Auditing, Finance, Forecasting, Managerial Finance, Variance Analysis, Due Diligence, US GAAP, Budgets
Education
University of Phoenix
2-10 Home Buyers Warranty June 2011 - Present
United Western Bancorp July 2009 - August 2011
McGladrey & Pullen September 2008 - July 2009
KPMG September 2000 - August 2008
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2000
BS, Accounting
Villanova University 1995 — 1999
BSBA, Finance
Happy State Bank April 2012 - Present
United Texas Bank July 2010 - April 2012
Winona National Bank December 1997 - July 2010
McGladrey & Pullen 1989 - 1997
Skills
Asset Liability..., Bank Investment..., Acquisition Analysis, Banking, Credit, Financial Analysis, Portfolio Management, Investments, Corporate Finance, Strategic Financial..., Financial Planning, Loans, Management, Business Valuation, Commercial Banking, Credit Analysis, Commercial Lending, Accounting, Finance, Risk Management
Education
University of Northern Iowa 1980 — 1984
BA, Accounting
McGladrey & Pullen September 2006 - Present
Education
University of South Africa/Universiteit van Suid-Afrika 2002 — 2005
Honours BCompt, Accounting/Audit
PPD October 2012 - Present
McGladrey & Pullen November 2009 - August 2012
Mountain Top Youth Camp June 2004 - August 2009
Skills
CPA, GAAP, Tax, US GAAP, Auditing, Internal Controls, Accounting, Assurance, Corporate Tax, Tax Research, Financial Reporting
Education
University of North Carolina at Wilmington 2008 — 2009
Masters Accountancy, Accounting
Blue Water Sailing School 2008 — 2008
ASA 101, 102, 104
University of North Carolina at Wilmington 2004 — 2008
BS Business Adminsitration, Finance, Management, Accounting
1st Interiors, Inc. September 2005 - Present
McGladrey & Pullen September 2000 - September 2005
Skills
GAAP, Internal Controls, Financial Reporting, Accounting, US GAAP, General Ledger, CPA, SEC filings, Sarbanes-Oxley Act, Auditing, Financial Statements, Financial Accounting, Revenue Recognition, Cost Accounting, Variance Analysis, Tax, QuickBooks, Account Reconciliation, Accounts Payable, Financial Analysis
Education
University of Northern Iowa 1987 — 1991
BA, Accounting
Stevens Fine Homes OwnerRegan E. Dumas,CPAMay 2005 - March 2014
University of North Carolina at Wilmington July 2002 - June 2005
McGladrey & Pullen June 1998 - July 2002
Education
University of North Carolina at Wilmington 1997 — 1998
Master of Science (MS), Accounting
University of North Carolina at Wilmington 1995 — 1997
Bachelor of Science (BS), Accounting
Hegg Companies Inc. August 2014 - Present
Hegg Companies Inc. June 2013 - August 2014
McGladrey October 2012 - June 2013
McGladrey October 2010 - October 2012
McGladrey & Pullen October 2008 - October 2010
Education
University of Sioux Falls 2004 — 2008
Bachelor's degree, Accounting
McGladrey & Pullen January 2008 - Present
RSM Betty and Dickson January 2005 - December 2007
Education
University of Pretoria/Universiteit van Pretoria 2004 — 2004
Baccalaureus Commercii Honores, Accounting Science
University of Pretoria/Universiteit van Pretoria 2001 — 2003
Baccalaureus Commercii, Accounting Science
Cerner Corporation September 2011 - Present
Cerner Corporation January 2001 - January 2012
Mayo Clinic July 1993 - December 2000
McGladrey & Pullen July 1991 - July 1993
Education
University of Northern Iowa 1986 — 1991
Bachelor of Arts, Accounting
Turning Point for God October 2002 - Present
First American Credco June 1999 - October 2002
McGladrey & Pullen June 1995 - May 1998
Skills
Quickbooks, Accounts Payable, Reconciliation, Payroll, Accounting, Accounts Receivable, Account Reconciliation, Journal Entries, Bookkeeping, Financial Statements, Financial Reporting, CPA, Financial Accounting, General Ledger
Education
University of Phoenix 1993 — 1995
BSBA, Accounting
Paul Smith's College
Associates Degree, Hotel & Restaurant Management
Avery Dennison March 2013 - December 2013
PwC December 2011 - October 2012
McGladrey & Pullen November 2010 - December 2011
US Army August 2002 - May 2005
Education
University of Southern California 2007 — 2009
B.S, Accounting