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
KEDPlasma LLC May 2009 - Present
Octapharma Plasma, Inc 2008 - 2009
Life Therapeutics 2004 - 2009
Cherokee Town & Country Club 2001 - 2004
Barber Creek Land Company/The Georgia Club 2000 - 2001
Royal Ten Cate/ Ten Cate 1987 - 2000
McGladrey & Pullen 1982 - 1985
Skills
Process Improvement, Operations Management, Operational Turnaround, Cost Reduction..., Organizational..., Strategic Planning, Business Strategy, Executive Management, Budgets, Financial Analysis, Forecasting, Mergers & Acquisitions, Contract Negotiation, Team Building, Financial Reporting, Leadership Development, Medical Devices, Cross-functional Team..., Leadership, Finance, Change Management, Managerial Finance, Business Process..., Project Management, Business Planning, Management, Coaching, Analysis, Sales Management, Management Consulting, Data Analysis, Contract Management, FDA, Quality System, Start-ups, Healthcare, Quality Assurance, P&L, Strategy, Human Resources, Business Analysis, P&L Management, Due Diligence, Product Development, Inventory Management, Manufacturing, Continuous Improvement, Accounting, Project Planning
Education
Concord University 1976 — 1980
B.S. Bus Adm, Accounting
Susan C. Bersch CPA, PLLC December 2012 - Present
McGladrey November 1990 - November 2012
McGladrey & Pullen November 1990 - November 2012
Al's Motors and related entities January 1985 - November 1990
Skills
CPA, Corporate Tax, Tax Research, Income Tax, Accounting, Internal Controls, Auditing, Tax Accounting, Tax Preparation, Tax Returns, Financial Statements, Tax Advisory, Financial Analysis, Cost Accounting, GAAP, Tax, US GAAP, SEC filings, Finance, Strategic Financial..., Financial Reporting, Financial Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MST, Taxation
College of Charleston 1974 — 1976
BS, Accounting
College of Charleston 1974 — 1976
BS, Business Administration, Accounting
University of Virginia 1972 — 1974
none, Russian Studies
Latham & Watkins October 2012 - Present
Vinson & Elkins LLP October 2010 - October 2012
McGladrey & Pullen August 2003 - July 2007
Skills
Mergers & Acquisitions, Capital Markets, Private Equity, Joint Ventures, IPO, Corporate Tax, Corporate Law, CPA
Education
Columbia University School of Law 2007 — 2010
J.D.
Texas A&M University - Mays Business School 2002 — 2003
M.S., Finance
Texas A&M University 1998 — 2002
B.B.A., Accounting
Second Baptist School 1984 — 1998
Drexel University College of Medicine August 2014 - Present
Genworth June 2013 - July 2014
Scribe America April 2012 - April 2013
Genworth Financial June 2008 - August 2011
McGladrey & Pullen September 2004 - June 2008
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, GAAP, Internal Controls, Microsoft Excel, Sarbanes-Oxley Act, Financial Modeling, Financial Accounting, Strategic Planning, Process Improvement, Data Analysis, Insurance, Investments, Account Reconciliation, Finance, Corporate Finance, Analysis, US GAAP
Education
Drexel University College of Medicine 2014 — 2018
Doctor of Medicine (M.D.), Medicine
George Mason University 2011 — 2014
Bachelor of Science (B.S.), Chemistry, concentrating in Biochemistry
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2004
Bachelor of Science in Business, Accounting and Information Systems, concentrating in Systems Assurance
Northern Virginia Community College 2000 — 2002
Associate of Science (A.S.), Business Administration
McGladrey September 2013 - Present
Grant Thornton LLP October 2011 - September 2013
Defense Contract Audit Agency June 2010 - October 2011
McGladrey & Pullen June 2009 - July 2009
Wipfli LLP January 2009 - April 2009
Skills
Government Accounting, Audit, GAAP, Internal Controls, Accounting, Yellow Book, FASB, US GAAP, External Audit, SEC filings, CPA, Assurance, SOX 404, Auditing, Financial Statements, Teaching
Education
North Dakota State University 2006 — 2010
Bachelor of Science, Accountancy
Dickinson State University 2005 — 2006
Fiduciary Management Associates October 2013 - Present
Madison Dearborn Partners January 2009 - October 2013
McGladrey & Pullen September 2005 - January 2009
Skills
Financial Reporting, Accounting, Internal Controls, Private Equity, GAAP, Auditing, Fund Accounting, SEC Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Financial Analysis
Saint Mary's College 2001 — 2005
BBA, Accounting & Finance
Xenia Hotels & Resorts May 2015 - Present
Ernst & Young August 2012 - April 2015
Becker Professional Education July 2011 - September 2012
McGladrey November 2011 - August 2012
First Wind May 2010 - November 2011
McGladrey & Pullen September 2006 - May 2010
Skills
Financial Reporting, GAAP, Auditing, CPA, Internal Controls, US GAAP, SEC filings, Accounting, Finance, Sarbanes-Oxley Act, Assurance, Financial Statements, External Audit, Financial Accounting, General Ledger, Financial Analysis, Payroll, Revenue Recognition, SEC Filings, Tax Preparation, Tax
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2007
Masters, Accounting
University of Central Florida - College of Business Administration 2002 — 2006
Bachelor of Science in Business Adminstration, Accounting
Wells Fargo July 2013 - Present
Wells Fargo June 2012 - August 2012
Ernst & Young January 2011 - July 2011
Adknowledge, Inc. September 2009 - December 2010
McGladrey & Pullen November 2007 - September 2009
Cuneo, Lawson, Shay & Staley July 2005 - November 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, SEC filings, CPA, Financial Accounting, Internal Controls, GAAP, Auditing, Sarbanes-Oxley Act, US GAAP, Due Diligence, Financial Statements, Forecasting, Corporate Finance, Variance Analysis, Strategic Financial..., General Ledger, External Audit
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Masters of Business Administration
Drury University 2001 — 2005
Bachelor of Arts, Accounting
The Peckman Capital Corporation 2006 - Present
The Greenspun Corporation 1990 - 2006
McGladrey & Pullen 1976 - 1990
Private Law Practice 1974 - 1976
Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Political Science, Economics, and Accounting
Drake University Law School
Creighton University
Bachelor of Arts
JP Heatherly & Associates March 2015 - Present
DePaul University 1984 - Present
Verizon Enterprise Solutions September 2005 - March 2015
Washington Mutual May 2002 - September 2005
Zurich Life 1999 - 2002
TeleSynergies Consulting Group 1991 - 1999
McGladrey & Pullen 1987 - 1991
Chicago Mercantile Exchange 1985 - 1987
Montgomery Ward 1983 - 1985
Carson Pirie Scott & Co. 1981 - 1983
Skills
Account Management, Change Management, Customer Service, Event Planning, Strategic Planning, Budgets, Negotiation, Microsoft Excel, Microsoft Word, Microsoft Office, Marketing, PowerPoint, Marketing Communications, Event Management, Public Speaking, Social Media, Research
Education
DePaul University 1977 — 1980
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
DePaul University 1975 — 1977
Bachelor of Arts (B.A.), English Language and Literature/Letters
Elliott Davis Decosimo, LLC July 2012 - Present
Elliott Davis Decosimo July 2012 - Present
WebsterRogers LLP November 2011 - June 2012
Sherman Capital Markets, LLC March 2010 - October 2011
McGladrey & Pullen August 2006 - March 2010
Moise & Associates, LP March 2005 - June 2006
Charleston County Controllers' Office March 2004 - March 2005
Skills
Accounting, Tax Preparation, Tax, Tax Research, Tax Accounting, Financial Analysis, Tax Returns, Corporate Tax, Compilation, Sales Tax, Financial Statements, Fixed Assets, Property Tax
Education
College of Charleston 2005 — 2006
Master's in Accountancy, Accounting
College of Charleston 2001 — 2005
Bachelors, Accounting
Tower Engineering Professionals May 2015 - Present
East Carolina University June 2012 - May 2015
Hatteras Yachts September 2008 - June 2012
Hatteras Yachts September 2007 - September 2008
NACCO Materials Handling Group December 2005 - September 2007
McGladrey & Pullen September 2005 - December 2005
McGladrey & Pullen September 2004 - September 2005
McGladrey & Pullen January 2003 - September 2004
Skills
Accounting, Internal Controls, Auditing, Financial Reporting, Financial Accounting, GAAP, Accounts Payable, CPA, Sarbanes-Oxley Act, US GAAP, CGMA, Financial Statements, Account Reconciliation, Accounts Receivable, Journal Entries, General Ledger, Financial Analysis, Variance Analysis, Accruals, Fixed Assets, Financial Audits, Cash Flow, External Audit, Managerial Finance, Revenue Recognition, Management Accounting, Finance, Forecasting
Education
East Carolina University 1997 — 2002
MSA/BSA, Accounting
East Carolina University - College of Business 1997 — 2002
Master of Science (MS), Accounting
Pella Corporation 1990 - Present
McGladrey & Pullen July 1985 - February 1990
Skills
Process Improvement, Forecasting, Building Materials, Pricing, Strategic Planning, Strategy, Sales Management, Leadership, Coaching, Manufacturing, Negotiation, Team Building, Sales Process, Continuous Improvement, Business Strategy, Product Development, Cross-functional Team..., Business Planning, Sales Operations, Competitive Analysis, Contract Negotiation, Budgets, P&L Management, Key Account Management, Account Management, B2B, Purchasing, New Business Development, P&L, Selling, Product Marketing, Operations Management, Sales Presentations, Inventory Management
Education
Drake University 1997 — 2000
MBA
University of Northern Iowa 1981 — 1985
BA, Accounting
American Express October 2012 - Present
American Express April 2011 - 2012
American Express July 2010 - April 2011
American Valet June 2010 - July 2010
E.B. Lane May 2009 - August 2009
McGladrey & Pullen June 2009 - July 2009
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Statements, Financial Reporting, Oracle, Journal Entries, PowerPoint, Microsoft Word, Microsoft Office, Finance, Analysis, Leadership, Auditing, Forecasting
Education
Grand Canyon University 2011 — 2014
Masters, Accounting
Drake University 2006 — 2010
Bachelor of Science and Business Administration, Accounting/Management
SPX Corporation March 2001 - Present
GS Industries Inc. 1998 - 2001
McGladrey & Pullen March 1994 - August 1998
First Union March 1992 - March 1994
KPMG January 1990 - March 1992
Skills
Tax, Financial Reporting, Corporate Tax, Sarbanes-Oxley Act, Tax Research, Tax Accounting, Accounting, US GAAP, CPA, SEC filings, Internal Controls, GAAP, International Tax, Consolidation, Restructuring, Sarbanes-Oxley, Financial Accounting, General Ledger, Transfer Pricing, Financial Analysis, Hyperion Enterprise, Cash Management, Cost Accounting, Revenue Recognition, Cash Flow, Financial Audits, Auditing, IFRS, Mergers & Acquisitions
Education
Colorado State University 1985 — 1989
BS, Business - Accounting
TRC Staffing December 2012 - July 2014
McGladrey & Pullen February 2011 - May 2012
East Carolina University August 2009 - December 2010
Coastal Beverage Inc February 2007 - August 2008
Olam Americas, Inc. (subsidiary of Olam International, LTD) December 2004 - February 2007
Skills
Certified Public..., Financial Audits, Financial Accounting, Recruiting, New Business Development, Corporate Finance, General Ledger, Budgets, CPA, Fixed Assets, Auditing, Accounting, Internal Controls, Financial Services, Accounts Receivable, QuickBooks, Accounts Payable, GAAP, Financial Statements, Finance, Microsoft Excel
Education
East Carolina University 2008 — 2010
Master of Science in Accounting, Accounting
University of North Carolina at Wilmington 1998 — 2003
Bachelor of Science, Business Administration; Finance
The Tipton Agency LLC April 2011 - Present
Federal Bureau of Investigation November 1986 - March 2011
ERA Heritage Real Estate January 1985 - November 1986
McGladrey & Pullen January 1984 - December 1984
Skills
Private Investigations, Investigation, Evidence, Emergency Management, Background Checks, Counterterrorism, Internal Investigations, Enforcement, Intelligence, Security, Fraud, Criminal Investigations, Homeland Security, Executive Protection, Physical Security, Public Speaking, Counterintelligence, Microsoft Office, Auditing, Forensic Analysis, Surveillance, Corporate Security, Workplace Violence, Testimony, Training, Drug Testing, Teaching, Firearms, Vulnerability Assessment, Accounting, Conducting Interviews, Fraud Detection, Police, Mortgage Fraud, Asset Protection, Security Operations, Crisis Intervention, Blogging, Managerial Skills, Disaster Recovery, Creative Writing, Risk Assessment, Crisis Management, Youth Work, Organization, Training Skills, Security Assessments, Quickbooks, Problem Solving, Threat Analysis
Education
Eastern Kentucky University 2008 — 2009
MS, Safety, Security, and Emergency Management
Truman State University 1981 — 1983
BS, Accounting
Milan C-2
AT&T August 1986 - Present
Atlanta Journal Constitution August 1985 - August 1986
McGladrey & Pullen August 1983 - August 1985
United States Air Force November 1972 - November 1978
Skills
Six Sigma, Microsoft Office, Department Budgeting, Budget Process, Financial Accounting, Internal Audit, Financial Analysis, Financial Audits, UAT coordination, Business Planning, Sales Operations, Inventory Management, Variance Analysis, Variance Reports, Operating Budgets, Budget Setting, Accounting Management, Budget Monitoring, Cost Variance Analysis, Pro Forma Development, Asset Tracking, Problem Solving, Staff Supervision, Management, Team Leadership, Cost Management
Education
East Carolina University - College of Business 1981 — 1983
BSBA, Accounting
Wayne Community College 1979 — 1981
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Allen College October 2004 - Present
The FREEDOM Group 1996 - 2001
Fiserv 1996 - 2001
Southern Health Management Corporation 1993 - 1996
McGladrey & Pullen 1990 - 1992
Skills
Non-profits, Strategic Planning, Program Management, Budgets, Leadership, Microsoft Excel, Management, Higher Education, Microsoft Office, Process Improvement, Public Speaking, CPA, Team Leadership, Community Outreach, Healthcare, Nonprofits, Financial Reporting, Event Planning, Accounting, Community Development, Leadership Development, Analysis, Event Management, Team Building, PowerPoint, Research, Project Management, Teaching, Program Development, Forecasting, Financial Analysis
Education
University of Northern Iowa 2011 — 2014
Master of Business Administration (MBA)
Elon University 1986 — 1990
BS, Accounting
West High School 1982 — 1986
Farmers State Bank, Marion March 1987 - Present
McGladrey & Pullen September 1983 - March 1987
Arthur Young January 1982 - August 1983
General Growth Properties May 1975 - December 1981
Skills
Financial Analysis, Accounting, Commercial Banking, Strategic Financial..., Risk Management, Auditing, Corporate Budgeting, Regulatory Filings, Financial Reporting, Financial Statements, Analysis, Budgets, Managerial Finance
Education
University of Wisconsin-Madison 1992 — 1994
Graduate School of Banking
Drake University 1976 — 1981
BS- Bus Admin, Accounting
American Institute of Business 1973 — 1975
Associate, Accounting
Elon University January 2015 - Present
Alamance-Burlington School System December 2010 - Present
Elon University June 2004 - January 2015
Elon University January 1999 - June 2004
Database 2000 Inc. 1995 - 1999
Banker's & Shippers / Integon Corportation February 1994 - April 1995
McGladrey & Pullen 1995 - 1995
Vangard 1993 - 1994
Amdahl 1990 - 1993
Spiegel Incorporated August 1987 - June 1989
Skills
Social Media, Teaching, Higher Education, Microsoft Office, Public Speaking, Research, Editing, Non-profits, Fundraising, Community Outreach, Leadership, Policy, Customer Service, Leadership Development, System Administration, Program Development, Nonprofits, Event Planning, Volunteer Management, Staff Development, Strategic Planning, Program Management, PowerPoint, Grant Writing, Team Building, Community Development, Event Management, Training, Microsoft Word, Curriculum Design, Government, Management, Grants, Public Relations, Proposal Writing, Curriculum Development, Microsoft Excel, Instructional Design, Budgets, Organizational..., Supervisory Skills, Coaching, Student Development, Educational Leadership, Educational Technology, Data Analysis, Tutoring, Administration, Social Networking, Time Management
Education
DeVry University 1987 — 1990
BSEET, Electronic Engineering
McGladrey August 2013 - Present
Newport Board Group October 2011 - July 2013
McGladrey & Pullen January 2007 - April 2011
McGladrey 1995 - 2011
McGladrey & Pullen 1986 - 1994
Foster & Gallagher, Inc 1983 - 1986
Skills
Business Strategy, Strategy, Auditing, Manufacturing, Business Development, Leadership, Mergers & Acquisitions, Marketing, Management Consulting, Change Management, Private Equity, Management, Entrepreneurship, Integrated Marketing, Internal Audit, Mergers, Accounting, SEC filings, Risk Management, Business Process..., Real Estate, CPA, Professional Services
Education
University of Chicago GSB - Business Advisor Program 1999 — 2003
Specialized 3 year business program designed for McGladrey
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1991
MBA, Finance
Monmouth College 1979 — 1983
BA, Business
8N Business Solutions, PC January 2005 - Present
CBIZ MHM, LLC March 1997 - Present
Heard Gardens 1993 - 1997
Deloitte & Touche 1988 - 1993
McGladrey & Pullen 1984 - 1986
Skills
Tax Preparation, Income Tax, Accounting, ProAdvisor, QuickBooks, Financial Statements, General Ledger, Internal Controls, Advanced Quickbooks..., System Conversions and..., QuickBooks Certified..., QuickBooks Enterprise..., Internal Audit, Payroll Taxes, Tax Returns, Accountants, Management, Microsoft Excel, Preparation, Auditing, Partnership Taxation, Sales Tax, Corporate Tax, Tax Accounting, Tax, GAAP, Forensic Accounting, Tax Research
Education
Drake University 1986 — 1988
BSBA, Accounting
Des Moines Area Community College 1993 — 1995
AAS, Commercial Horticulture
Des Moines Area Community College 1979 — 1981
AAS, Accounting Specialist
Dallas Community
Fishbowl training
Integrity HR, Inc - Human Resources Outsourcing and Consulting August 2007 - Present
Thompson Associates, Inc. 2003 - August 2007
Applied Systems June 1998 - March 2003
McGladrey & Pullen 1994 - 1998
The HON Company 1989 - 1994
Skills
Performance Management, Job Coaching, Recruiting, Leadership Development, Succession Planning, Talent Management, Onboarding, Human Resources, Personnel Management, HRIS, Change Management, HR Consulting, Employee Benefits, Leadership, Coaching, Program Management, Management, Benefits Administration, HR Policies, Executive Search, Employment Law, Organizational Design, Hiring, Training, Performance Appraisal, Outsourcing, Screening, Entrepreneurship, Consulting, Executive Coaching, Policy, Organizational..., Workforce Planning, Management Development, Talent Acquisition, Interviews, Career Development, Employee Engagement, Strategic HR, Organizational..., Deferred Compensation, Employee Training
Education
St. Ambrose University
MBA
DePauw University
Music/Business
New Albany HS
American Express July 2014 - Present
Deloitte September 2013 - June 2014
Deloitte September 2012 - September 2013
Deloitte January 2012 - March 2012
Amboro Events, Inc. February 2011 - September 2011
McGladrey & Pullen June 2010 - August 2010
Lifeline Medical, Inc. June 2007 - May 2010
Skin For Life June 2007 - May 2010
Mark Twain Library May 2005 - June 2007
Skills
Auditing, Financial Statements, Analysis, Financial Reporting, Accounting, Financial Accounting, US GAAP, Internal Controls, Financial Analysis, SEC filings, GAAP, Assurance, Internal Audit, External Audit, Sarbanes-Oxley Act, Risk Management, Finance, Valuation, Corporate Finance, Accounts Receivable, Accounts Payable, Budgets, CPA, Financial Services, Sarbanes-Oxley, Cost Accounting, Corporate Tax, Strategic Financial..., Consolidation, Business Process..., IFRS, Account Reconciliation
Education
Fairfield University 2011 — 2012
Masters of Science, Accounting
Fairfield University 2007 — 2011
Bachelor of Science, Accounting, Spanish
Shure January 2013 - Present
Shure Incorporated February 2011 - December 2012
McGladrey & Pullen September 2009 - March 2011
Skills
Sarbanes-Oxley Act, Internal Controls, CPA, Accounting, Financial Reporting, Internal Audit, US GAAP, Financial Analysis, General Ledger, GAAP, Auditing, Financial Modeling, Finance, Financial Accounting, Financial Statements
Education
DePaul University 2001 — 2005
BS, Accounting, Finance
Keeley Companies May 2007 - Present
McGladrey & Pullen November 2004 - April 2007
Ryan & Juraska CPAs August 2002 - November 2004
Skills
Financial Reporting, Accounting, Financial Statements
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (MBA), Financial Management & Control
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (MBA), Investment Management
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
Bachelor of Business Administration, Finance
Main Street Power Company, Inc. June 2011 - Present
Hettinger February 2011 - June 2011
Hettinger September 2010 - January 2011
McGladrey & Pullen July 2009 - September 2010
Deloitte & Touche September 2004 - June 2009
Skills
Financial Reporting, US GAAP, SEC filings, Internal Controls, Accounting, GAAP, CPA, Financial Accounting, Financial Analysis, External Audit, Sarbanes-Oxley Act, Auditing, Accounting Research, Revenue Recognition, Big 4, Internal Audit, IFRS, 10Q, Assurance, Cost Accounting, FASB, General Ledger, Financial Statements, NetSuite
Education
DePaul University 2000 — 2004
Bachelor of Science in Commerce, Accounting
Feeding America May 2015 - Present
Planned Parenthood of Illinois January 2012 - April 2015
Planned Parenthood of Illinois August 2010 - January 2012
McGladrey & Pullen September 2006 - August 2010
RSM McGladrey September 2006 - August 2010
American Express Tax and Business Services January 1999 - August 2006
Altschuler, Melvoin & Glasser, LLP September 1993 - January 1999
Skills
Accounting, Financial Reporting, Internal Controls, Budgets, Auditing, Financial Analysis, Finance, Leadership, Financial Accounting, Management, Non-profits, Nonprofits, Start-ups, CPA, Business Planning, Strategic Planning, Forecasting, Financial Statements, US GAAP, Internal Audit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
DePaul University 1989 — 1993
Accounting, Accounting
Crystal Lake Golf Course April 1997 - Present
Christenson Tax & Accounting October 2011 - January 2014
Intuit December 2011 - May 2013
Wolf Tax & Financial Group January 2009 - 2011
Olsen Thielen 2007 - 2008
McGladrey & Pullen February 2002 - 2004
KPMG May 2001 - February 2002
Ernst & Young February 1998 - May 2001
Chicago Bears 1985 - 1991
Minnesota Vikings Football Club 1977 - 1985
Skills
Tax, Accounting, Tax Compliance, Tax Returns, Corporate Tax, Income Tax, Tax Services, IRS, Tax Research, Federal Tax, General Ledger
Education
University of Minnesota - Carlson School of Management 1998 — 2002
Master of Business Taxation, Business Taxation
DePaul University 1989 — 1991
Bachelor of Science, Accounting
McGladrey March 2012 - Present
Westchester Group Inc. December 2009 - June 2012
McGladrey & Pullen August 2007 - January 2010
Clifton Gunderson LLP December 1997 - August 2007
Skills
Assurance, General Ledger, Financial Reporting, Accounting, Variance Analysis, GAAP, Internal Controls, CPA, US GAAP, Tax, Auditing, Sarbanes-Oxley Act, Corporate Tax, SEC filings, Income Tax, Financial Analysis, Agriculture
Education
Eastern Illinois University 1993 — 1997
B.S., Accounting
Alsbridge October 2014 - Present
Alsbridge March 2011 - October 2014
Alsbridge September 2007 - March 2011
Dennis J WInkler & Associates LLC January 2007 - September 2007
RSM McGladrey Financial Process Outsourcing January 1997 - January 2007
McGladrey & Pullen 1995 - 1997
The Balcor Company 1985 - December 1995
VMS Realty 1983 - 1985
Skills
Shared Services, Outsourcing, Offshoring, BPO, Process Engineering, Negotiation, Strategic Sourcing, Governance, Vendor Management, Sourcing, Contract Negotiation, Change Management, Contract Management, Management Consulting, RFP, Process Improvement, Business Transformation, IT Outsourcing, Business Strategy, Strategy Development, Procurement, Strategic Planning, Service Delivery, Business Process..., Start-ups, Re-engineering, Contract Negotiations, Financial Analysis, Financial Modeling, Global Sourcing, Planning, Program Management, Project Management, Management, Leadership, Business Analysis, Finance, Executive Management, Consulting, PMO, Business Process, Mergers & Acquisitions, Business Process..., Strategy, Project Planning, Outsourcing Management, Finance Transformation, Benchmarking, Organizational Design, Acquisition Integration
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1989
Masters, Finance
DePaul University 1978 — 1982
BS, Accountancy
St. Rita High School 1974 — 1978
High School - Chicago South Side, HS Diploma
Defense Contract Audit Agency January 2010 - Present
Cleveland State University November 2009 - December 2009
Cleveland State University September 2009 - October 2009
McGladrey & Pullen January 2008 - November 2008
Huntington National Bank January 2003 - December 2007
Skills
SEC filings, Internal Audit, CPA, Financial Reporting, Accounting, Recruiting, Fixed Assets, GAAP, Cost Accounting, Risk Assessment, General Ledger, Sarbanes-Oxley Act, Non-profits, Financial Accounting, Income Tax, Financial Analysis, Tax Preparation, Internal Controls, Accounts Receivable, Tax Accounting, Account Reconciliation, Financial Statements, Auditing, Peachtree, Accounts Payable, Tax, Cash Management, US GAAP, Corporate Tax, Assurance
Education
Cleveland State University 2005 — 2007
Bachelor of Business Administration, Accounting, Marketing
Cuyahoga Community College 2002 — 2005
Associate of the Arts
Metlife January 2009 - June 2013
Swiss Re April 2007 - May 2008
Grant Thornton October 2004 - May 2007
Independent Project Managers, LLC May 2001 - October 2004
PriceWaterhouseCoopers January 1999 - April 2001
McGladrey & Pullen January 1999 - August 2000
Skills
Hedge Funds, Technical Accounting, FASB, US GAAP, Internal Controls, Audit, Private Equity, Internal Audit, Financial Reporting, Due Diligence, SOX, SEC reporting, Tax, Accounting, GAAP, Financial Modeling, Financial Analysis, Risk Management, Derivatives, Auditing, Investments, Compliance, Risk, Corporate Governance, Insurance, Consolidation, Cash Flow, Asset Management, Equities, Financial Planning, Alternative Investments, Cash Management, Securities, Portfolio Management, Financial Accounting, Capital Markets, Fair Value, Corporate Finance, Valuation, Financial Control, Business Valuation, Financial Management, Tax Compliance, External Audit, Assurance, Fixed Income, Risk Assessment, Variance Analysis, Financial Services, Finance
Education
McGill University 1991 — 1994
Graduate Diploma in Public Accounting
Concordia University 1987 — 1991
Bachelor of Commerce
Concordia University 1987 — 1991
Bachelor of Commerce (BCom)
Vanier College 1985 — 1987
Diploma of Collegial Studies
PwC March 2015 - Present
New Hope Recovery Center July 2012 - March 2015
New Hope Holding, LLC January 2012 - July 2012
New Hope Holding LLC May 2009 - January 2012
McGladrey & Pullen January 2009 - April 2009
Mobile Tel AT&T Authorized Retailer 2005 - 2008
Skills
Microsoft Excel, Account Management, Sales, Public Speaking, Marketing, Customer Service, Strategic Planning, Financial Analysis, Budgets, Due Diligence, Forecasting, Financial Reporting, Accounting, QuickBooks, Outlook, Community Outreach, Social Services, Program Development, Auditing, Management, Case Managment, Mental Health, Nonprofits, Crisis Intervention, Treatment, Teaching, Mental Health Counseling, Group Therapy, Motivational..., Healthcare, Payroll, Internal Controls, Supervisory Skills, Psychology, Case Management, Administration, Psychotherapy, PowerPoint, Therapists, Clinical Research, Counseling Psychology, Adolescents, Corporate Finance
Education
DePaul University 2007 — 2009
Bachelor
Elgin Community College 2005 — 2007
Associate
Batavia High School
M&A Executive Search April 2008 - Present
Optum September 2010 - Present
Greg Albrecht, LLC January 2008 - Present
Life Time Fitness January 1999 - August 2010
Sathe Executive Search September 1999 - April 2008
McGladrey & Pullen, RSM McGladrey 1993 - 1999
McGladrey & Pullen 1993 - 1999
Castrol 1988 - 1993
Square D Company 1983 - 1988
Intercraft Industries 1977 - 1983
Skills
Manufacturing, Executive Search, Non-profits, Talent Acquisition, Coaching, Talent Management, Technical Recruiting, Human Resources, LinkedIn, Engaging Public Speaker, Strategic Sourcing, Sales Management, Social Networking, Executive Sales..., Finance, Training, Nonprofits, Strategic Planning, Change Management, Marketing, Team Building, Recruiting, Leadership, Interviews, Management, Business Development, Leadership Development, Team Leadership, Business Planning, Consulting, Organizational..., Strategy, Networking, Fundraising, Temporary Placement, Start-ups, Executive Management, Mergers & Acquisitions, Cross-functional Team..., Strategic Partnerships, Business Strategy, Executive Coaching, Succession Planning, Employee Engagement, Performance Management, Entrepreneurship, Management Consulting, Organizational Design, Hiring, Organizational...
Education
Dominican University 1981 — 1983
MBA
University of Minnesota - Carlson School of Management 1972 — 1976
BSBA
Presentation of the BVM
Apex International Education Partners March 2011 - Present
Apex Youth Foundation, Inc. 2009 - Present
Ernst & Young 2009 - February 2013
McGladrey & Pullen 2006 - 2009
RSM McGladrey 2006 - 2009
UBS Investment Bank June 2007 - August 2007
Pitney Bowes May 2005 - September 2005
Skills
Financial Modeling
Education
Fairfield University 2008 — 2009
Master, Accounting
Fairfield University 2004 — 2008
B.S., Finance & Accounting (Magna Cum Laude)
University of International Business and Economics 2006 — 2007
Delta Dental Plans Association August 2003 - Present
KPMG December 2002 - May 2003
Gallagher Benefit Services May 2002 - November 2002
McGladrey & Pullen September 2000 - February 2002
Skills
Finance, Health Insurance, Strategic Planning, Insurance, Management, Business Analysis, Financial Reporting, Team Building, Employee Benefits, Process Improvement, Risk Management, Financial Analysis, Sarbanes-Oxley Act, Analysis, Executive Management, Accounting, Corporate Finance, Cash Management, Dental Insurance, Board Presentations, Board Governance, Organizational..., Corporate Governance, Vendor Relationship..., Contract Negotiation, Leadership Development, Data Analysis
Education
Dominican University 1997 — 2001
MSA, Accounting
University of Notre Dame 1993 — 1997
Bachelor of Science`, Biology
University of Pennsylvania Health System January 2013 - Present
Foundations Behavioral Health January 2012 - December 2012
McGladrey & Pullen July 2007 - June 2009
Rothstein Kass September 2006 - May 2007
Clifton Gunderson LLP June 2005 - August 2006
Skills
Accounting, Auditing
Education
Drexel University 2010 — 2011
Bachelor of Nursing, Nursing
University of Maryland - Robert H. Smith School of Business 2001 — 2005
Bachelor of Arts, Accounting
Clifton High
St. Philip the Apostle
University of Maryland College Park
Cerner Corporation February 2007 - Present
Etreby Computer Systems March 2000 - February 2007
McGladrey & Pullen August 1996 - March 2000
Skills
Business Development, Financial Analysis, Mergers & Acquisitions, Leadership, Strategic Planning, Strategy, Start-ups, Executive Management, Process Improvement, Finance, Sales, Cross-functional Team...
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1995
MBA, Finance/Information Systems
Claremont McKenna College 1987 — 1991
BA, Economics
Murphy-Hoffman Company (MHC Kenworth) May 2015 - Present
Wells Fargo Bank September 1992 - May 2015
McGladrey & Pullen July 1990 - September 1992
Skills
Commercial Banking, Commercial Lending, Finance, Sales
Education
Drake University 2000 — 2002
MBA
Simpson College 1986 — 1990
AVX Corporation December 2010 - Present
Emile W. Artus, III, CPA 1987 - April 2012
Jefferson Wells (now Experis) April 2008 - December 2010
Metromedia International Group January 2004 - December 2007
Warren Oil Company, Inc. April 2002 - November 2003
Hampton Industries, Inc. (now defunct) June 1987 - August 2001
McGladrey & Pullen January 1984 - June 1987
Louisiana Grocers Co-Op, Inc. (now defunct) February 1981 - December 1983
Skills
Accounting, Financial Reporting, Tax Research, Corporate Tax, Tax, CPA, Tax Accounting, Financial Analysis, General Ledger, International Tax, Financial Accounting, US GAAP, Income Tax, Tax Returns, GAAP
Education
East Carolina University 1991 — 1994
MBA
University of New Orleans 1981 — 1983
B.S., Accounting
University of New Orleans 1971 — 1975
B.A., Education
North Carolina Department of Commerce May 2015 - Present
North Carolina Department of Environment and Natural Resources July 2013 - April 2015
Dixon Hughes Goodman LLP September 2010 - July 2013
Dixon Hughes PLLC January 2005 - September 2010
Dixon Hughes PLLC August 1999 - December 2004
McGladrey & Pullen August 1998 - July 1999
Skills
Tax, FIN 48, Tax Research, Partnership Taxation, FAS 5, S Corporations, Corporate Tax, Accountants, Accounting, US Tax, Financial Reporting, Tax Accounting, Financial Accounting, Auditing, Income Tax, General Ledger, SEC filings, Sales Tax, GAAP, ProSystem fx Tax, QuickBooks, Financial Analysis, Tax Advisory, High Net Worth..., Internal Controls, Sarbanes-Oxley Act, Internal Audit, Fixed Assets, Tax Preparation, Tax Returns, International Tax, Use Tax, Financial Statements, CPA, US GAAP
Education
East Carolina University - College of Business 1996 — 1998
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1996
Bachelor of Science, Business Administration
McGladrey & Pullen November 2010 - Present
DePaul University Athletic Department January 2008 - June 2010
Deloitte Financial Advisory Services, LLP June 2009 - August 2009
Skills
GAAP, CPA, Auditing, Financial Reporting, Fixed Assets, Variance Analysis, Accounting, US GAAP
Education
DePaul University 2006 — 2010
BS, Accountancy-Honors
Parrish Tire Company April 2015 - Present
Pike Corporation September 2010 - February 2015
Dixon Hughes PLLC January 2008 - May 2010
McGladrey & Pullen September 2003 - December 2007
Grant Thornton LLP January 2003 - August 2003
KPMG November 1999 - December 2002
PricewaterhouseCoopers January 1998 - November 1999
Keogler Morgan and Company January 1995 - January 1998
Phillips & Brooks\Gladwyn, Inc. September 1993 - February 1995
Skills
Financial Analysis, Internal Controls, CPA, Sarbanes-Oxley Act, GAAP, Financial Reporting, SEC filings, Budgets, Accounting, US GAAP, Managerial Finance, Financial Accounting, Auditing, Treasury Management, Interest Rate..., Mergers & Acquisitions, Derivatives, Secondary Offerings, Cost Accounting, Finance, General Ledger, Tax, SEC Filings, Management, Strategic Planning, Leadership, Due Diligence
Education
Clemson University 1982 — 1986
BS, Accounting
Eide Bailly LLP May 2014 - Present
McGladrey November 2010 - December 2013
RSM McGladrey January 2010 - September 2010
Northern Arizona University January 2008 - December 2009
McGladrey & Pullen June 2009 - June 2009
Skills
Accounting, Auditing, Financial Accounting, Financial Statements, GAAP, Management
Education
Northern Arizona University 2007 — 2010
Bachelor of Science, Accountancy
College of DuPage 2003 — 2006
Associates, General Studies
Wipfli LLP June 2015 - Present
CPA and Accounting firm with 30+ employees July 2012 - June 2015
Dane County Fair Board 2009 - 2015
Madison Scuba November 2005 - 2013
CliftonLarsonAllen November 2009 - July 2012
McGladrey & Pullen December 1999 - November 2009
RSM McGladrey December 1999 - November 2009
E & S Electric, Inc, 1990 - 1999
Skills
Financial Planners, Tax Preparation, Corporate Tax, Income Tax, Tax Accounting, Tax, CPA, Tax Returns, Sales Tax, Accounting, Tax Research, GAAP, Small Business, Financial Statements, Budgets, Partnership Taxation, ProSystem fx Tax
Education
National Association of Business Valuation (NACVA) 2012 — 2012
CVA
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
Master in Taxation
Upper Iowa University 1994 — 1997
BS
Porter Keadle Moore, LLC September 2005 - Present
Horne LLP 1985 - 2002
McGladrey & Pullen 1983 - 1985
Skills
CPA, Auditing, Accounting, Internal Controls, Internal Audit, Management Consulting, Finance, Leadership, GAAP, SEC filings, External Audit, Sarbanes-Oxley, Sarbanes-Oxley Act, Financial Reporting, SEC Filings
Education
Delta State University 1976 — 1979
Accounting
Winona High School 1968 — 1972
BBA, Accounting
Hines December 2013 - Present
US Foods April 2012 - Present
US Foodservice March 2011 - April 2012
McGladrey & Pullen September 2005 - March 2011
MPC Products 2001 - 2005
Skills
Financial Reporting, GAAP, Supervisory Experience, Financial Analysis, SOX Compliancy, Streamlining Work..., Microsoft Office, Hyperion Planning, PeopleSoft, Budget Process, Process Improvement, Consolidated Financial..., Accounting, Auditing, GAAS, Employee Training, Internal Controls, General Ledger, Account Reconciliation, Journal Entries, Foreign Currency..., Interviews, US GAAP, Sarbanes-Oxley Act, Financial Audits, People Skills, Monarch
Education
DePaul University 2001 — 2005
B.S., Accounting
HPI Management February 2005 - Present
The Hardwood Group September 2002 - February 2005
McGladrey & Pullen September 1997 - September 2002
Skills
Finance, Sales, New Business Development, Microsoft Excel, Accounting, Financial Reporting, Microsoft Office, Budgets, Financial Analysis, Real Estate, Customer Service, Business Strategy, CPA, Risk Management, Auditing, Internal Controls
Education
East Carolina University - College of Business 1992 — 1997
Master of Science in Accounting
Lexington Senior High School
DuPont Pioneer March 2015 - Present
Principal Financial Group April 2013 - June 2014
Nationwide Insurance April 2011 - April 2013
Professional Sabbatical January 2008 - March 2011
American Enterprise June 2004 - December 2007
MetLife July 2001 - June 2004
Vermeer Manufacturing January 2000 - June 2001
West Side Unlimited August 1999 - January 2000
McGladrey & Pullen October 1998 - August 1999
Mercy Medical Center September 1997 - November 1998
Skills
Deferred Compensation, Onboarding, Employee Benefits, Talent Acquisition, College Recruiting, Applicant Tracking..., Recruiting, Employee Relations, Talent Management, Performance Management, Insurance, Human Resources, HRIS, Succession Planning, HR Consulting, Strategic Planning, Benefits Administration, Workforce Planning, Internet Recruiting, Temporary Placement, Employee Engagement, New Hire Orientations, PeopleSoft, Technical Recruiting, FMLA, Hiring, Interviews, HR Policies, Benefits Negotiation, Management, Leadership, Training, Team Building, Process Improvement, Coaching, Compensation, Customer Service, Leadership Development, Sales, Sourcing, Change Management
Education
Drake University 1998 — 2000
MBA, Management - Emphasis in Human Resources
Drake University 1994 — 1996
BSBA, Business Management
Iowa State University 1991 — 1994
Business Management
Ankeny
Deloitte July 2013 - Present
Deloitte June 2011 - April 2012
McGladrey & Pullen January 2011 - April 2011
Skills
Time Management, Leadership, Customer Service, Sales, Microsoft Excel, Customer Satisfaction, Tax, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Teamwork, Accounting
Education
DePaul University 2011 — 2013
Bachelor of Science, Accountancy Honors, Minor: Professional Writing
Tableau Software August 2015 - Present
F5 Networks January 2011 - August 2015
Nordstrom October 2008 - January 2011
McGladrey & Pullen August 2007 - October 2008
Skills
Auditing, Revenue Recognition, Accounting, Financial Analysis, Internal Controls, Risk Assessment, General Ledger, Process Improvement, Risk Management, Internal Audit, Sarbanes-Oxley, Analysis, Microsoft Excel, Financial Reporting, Data Analysis, Forecasting, Finance, Financial Modeling, Enterprise Risk..., Access, Microsoft Office, Sarbanes-Oxley Act
Education
Loyola University Chicago 2003 — 2007
B.B.A., Accounting; Economics
Haagse Hogeschool/TH Rijswijk 2006 — 2006
International Business
Lake Central High School 1999 — 2003
King County April 2011 - Present
King County December 2008 - April 2011
Monson & Bass 2007 - 2008
McGladrey & Pullen 2005 - 2007
KMH LLP 2003 - 2005
Skills
Auditing, Accounting, Financial Reporting, QuickBooks, Payroll, GAAP, Internal Controls, Variance Analysis, Cost Accounting, Account Reconciliation, Managerial Finance, Financial Accounting, General Ledger, Financial Analysis, Budgets, US GAAP, Internal Audit, Process Improvement, Strategic Planning, Financial Statements, Accounts Receivable, Analysis
Education
City University of Seattle 2005 — 2008
MBA, Accounting
University of Hawaii - Shidler College of Business 1999 — 2003
BBA, Accounting
Pinnacle Bank (AZ) December 2008 - Present
Arizona Girls Athletic Foundation January 2012 - Present
Silver State Bank April 2007 - September 2008
McGladrey & Pullen September 2005 - September 2006
Anchor Development Inc. March 2005 - September 2005
Business Consultant - Real Estate Development & Transportation December 2001 - January 2003
US Bank 1992 - 2000
Skills
Financial Analysis, Internal Controls, Auditing, Accounting, CPA, Operations Management, Risk Management, Strategy, Credit, Cash Management, SEC filings, GAAP, Portfolio Management, US GAAP, Managerial Finance, Finance, Loans
Education
University of Nevada-Las Vegas
Masters of Science, Accounting
Eastern Oregon University
B.S., Economics, Philosophy & Political Science, Summa cum Laude
Centuri Construction Group, Inc. March 2014 - Present
American Hotel Register Company September 2011 - June 2013
Wilson Sporting Goods Co. January 2005 - September 2011
Wilson Sporting Goods Co January 2000 - January 2005
Wilson Sporting Goods Co September 1998 - January 2000
Signode, A Division of Illinois Tool Works August 1996 - September 1998
The Uno-Ven 76 Oil Company June 1993 - August 1996
McGladrey & Pullen May 1992 - June 1993
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Financial Statements, Accounts Payable, Tax, Finance, Internal Audit, Financial Audits, Budgets, Journal Entries, Corporate Tax, Income Tax, Analysis
Education
Dominican University 1990 — 1992
Master of Science, Accounting
DePaul University 1986 — 1989
Bachelor of Science, Finance
Moore Beauston & Woodham LLP CPAs July 2014 - Present
Jarrard, Nowell and Russell, LLC November 2011 - July 2014
McGladrey & Pullen November 2009 - April 2010
McGladrey & Pullen 2008 - 2008
Masisa USA March 2005 - December 2006
Skills
Internal Controls, Financial Audits, Audits of Employee..., Captives, Income Tax, Corporate Tax, Partnership Taxation, QuickBooks, Sage, SAP, Financial Statements, Fixed Assets, Accounts Payable, Auditing
Education
College of Charleston 2006 — 2009
MS in Accountancy, 3.9
STU
BS, Global Economics, 3.69
Randa Accessories December 2013 - Present
USG July 2012 - November 2013
United Airlines July 2011 - November 2012
McGladrey & Pullen November 2009 - July 2011
City of Chicago March 2008 - September 2009
Education
DePaul University 2004 — 2009
Bachelors, Accountancy, Management Information Systems
Carlisle & Gallagher Consulting Group July 2014 - Present
Carlisle & Gallagher Consulting Group August 2012 - June 2014
Roush & Yates Racing Engines, LLC June 2011 - July 2012
McGladrey & Pullen September 2007 - September 2009
Skills
GAAP, Accounting, Internal Controls, CPA, Auditing, General Ledger, Financial Reporting, Financial Accounting, Consolidation, Financial Analysis, Revenue Recognition, Financial Statements, Accounts Payable
Education
Elon University 2003 — 2007
Bachelor of Science, Accounting and Finance
MB Investments May 2014 - Present
McGladrey October 2013 - May 2014
McGladrey October 2012 - October 2013
McGladrey & Pullen October 2010 - September 2012
McGladrey August 2008 - September 2010
McGladrey January 2008 - April 2008
Skills
Accounting, Business Process..., CPA, Microsoft Office, Financial Accounting, Sarbanes-Oxley Act, Tax, masters of taxation...
Education
DePaul University 2010 — 2012
Master of Science (MS), Taxation
Indiana University Bloomington 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Pro Unlimited at Facebook March 2015 - Present
Cornerstone OnDemand July 2014 - March 2015
Cornerstone OnDemand November 2012 - July 2014
ABEL Group 2010 - November 2012
Lucas Group June 2009 - August 2010
Ledgent September 2006 - June 2009
McGladrey & Pullen 2004 - 2006
Skills
Applicant Tracking..., Talent Acquisition, Executive Search, College Recruiting, Recruiting, Benefits Negotiation, Onboarding, Internet Recruiting, Staffing Services, Screening Resumes, HRIS, Management, Search, Sourcing, Temporary Placement, Technical Recruiting, Contract Recruitment, Human Resources, Vendor Management, Employee Relations, PeopleSoft, Cold Calling, Permanent Placement, Temporary Staffing, Talent Management, Interviews, Screening
Education
Eastern Michigan University 2000 — 2003
Bachelors, Business
Hill & Partners Branded Environments August 2015 - Present
Weld Power Service Company April 2015 - August 2015
ERSynch August 2013 - April 2015
Weld Power Service Company September 2011 - August 2013
Noble and Greenough School December 2010 - February 2012
Weld Power Service Company May 2009 - September 2011
Boston Bucks May 2007 - August 2008
McGladrey & Pullen May 2007 - August 2007
Skills
Market Research, Sales, Social Media, Operations Management, Management Consulting, Strategy, Marketing, Contract Negotiation, Customer Service, Research, Account Management
Education
Colgate University 2005 — 2009
Bachelors, Classics
Noble and Greenough School 2000 — 2005
High School
McKesson November 2013 - Present
McKesson April 2013 - November 2013
McKesson June 2010 - April 2013
McGladrey & Pullen 2004 - April 2010
Clifton Gunderson LLP 1998 - 2004
Skills
Audit, Auditing, Financial Reporting, Accounting, Internal Controls, Forecasting, Variance Analysis, Inventory Valuation, Due Diligence, Contractual Agreements, Controllership Functions, Analysis, General Ledger, CPA, Financial Statements, Financial Analysis, Sarbanes-Oxley Act, Finance
Education
Virginia Commonwealth University 1996 — 1998
BS in Science, Accounting
East Carolina University
BS in Science, Biology
Kappa Alpha Theta April 2007 - December 2011
Conner Prairie January 2009 - February 2011
Kappa Alpha Theta, Indianapolis Alumnae Chapter August 2005 - March 2007
Conseco (now CNO Financial) 1998 - 2004
VASA Brougher 1992 - 1998
McGladrey & Pullen August 1990 - May 1991
Iowa Sister States May 1990 - September 1990
Greater Des Moines Chamber of Commerce February 1990 - May 1990
Kappa Alpha Theta May 1989 - August 1989
Skills
Event Planning, Event Management, Fundraising, Public Relations, Marketing Communications, Non-profits, Social Media, Marketing, Newsletters, Strategic Planning, Editing, Volunteer Management, Community Engagement, Incentive Programs, Meeting Planning, Festivals, Nonprofits, Program Development, Project Management
Education
Drake University 1987 — 1991
BA, Public Relations/Advertising
Northwestern Jr Sr High School 1983 — 1987
American Bar Association March 2015 - Present
TransUnion LLC May 2008 - March 2015
McGladrey & Pullen January 2008 - April 2008
Loop Capital Markets October 2007 - December 2007
Motorola Inc June 2007 - August 2007
Comcast Cable Communications June 2004 - June 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Accounts Payable, Microsoft Excel, Customer Service, Budgets, QuickBooks, Microsoft Office, Account Reconciliation, Forecasting, Accounts Receivable, PowerPoint, PeopleSoft, Auditing, Corporate Budgeting, Financial Variance..., Hyperion Planning, Smartview, Finance, Event Planning, Management, General Ledger
Education
DePaul University 2003 — 2007
Bachelors of Science
Nicholas Senn 1999 — 2003
McGladrey LLP 2011 - Present
McGladrey & Pullen 1995 - 2011
Chicago Mercantile Exchange 1994 - 1995
Skills
Hedge Funds, Alternative Investments, Private Equity, Securities, Auditing, Financial Analysis, Financial Services, Commodity, Accounting, SEC, Employee Benefits, US GAAP
Education
DePaul University
Bachelor of Science, Accounting
Marle Research LLC 1990 - Present
McGladrey & Pullen October 1983 - May 1990
Petroleum Information (an AC Nielsen company) August 1980 - October 1983
NREL July 1976 - August 1980
Foremost Insurance September 1973 - June 1976
Skills
Healthcare, Telecommunications, Biotechnology, Market Research, Competitive Intelligence, Customer Insight, Focus Groups, Segmentation, Marketing Research, Marketing Strategy, Product Development, Marketing, Competitive Analysis, Marketing Communications, Analytics, Quantitative Research, Strategic Planning, Disease Management, Online Advertising, Advertising, Qualitative Research
Education
Colorado State University
Bachelor of Science (BS)
NFP Corporate Services (NY) May 2015 - Present
Softcard 2009 - June 2015
Scale Finance 2009 - December 2011
M3 Technology Group December 2007 - September 2008
IBM Global Services June 2005 - December 2007
Healthlink Incorporated November 2001 - June 2005
Piedmont Technology Group May 1999 - November 2001
Modis January 1997 - May 1999
McGladrey & Pullen January 1994 - January 1997
Skills
Process Improvement, Mergers, Budgets, Financial Reporting, Managerial Finance, Strategic Planning, Financial Modeling, Strategic Financial..., GAAP, Accounting, Mergers & Acquisitions, Business Process..., Risk Management, Business Analysis, Auditing, Pricing, Forecasting, Finance, Analysis, Leadership, Due Diligence
Education
Dowling College 1987 — 1991
BBA
Avalara August 2014 - Present
NovaBay Pharmaceuticals, Inc December 2009 - June 2014
Hearst-Argyle Television, Inc. July 2008 - August 2009
Fisher Communications, Inc. December 2006 - July 2008
Program for Early Parent Support (PEPS) 2005 - 2008
Isilon Systems, Inc. May 2006 - December 2006
McGladrey & Pullen 2004 - 2006
Hagen Kurth Perman 1998 - 2004
Skills
Not for Profit, Accountants, Banking, Sarbanes-Oxley Act, SEC filings, Accounting, GAAP, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Revenue Recognition, Financial Analysis, General Ledger, US GAAP, CPA, Internal Audit, Financial Audits, Mergers & Acquisitions, Start-ups
Education
Oklahoma State University 1991 — 1995
Accounting
City University of Seattle 1996 — 1997
BS, Accounting
Old United Insurance Companies/MPP August 2015 - Present
PPM Services, Inc. August 2009 - August 2015
McGladrey & Pullen October 2006 - August 2009
KPMG 1999 - 2006
Skills
GAAP, Insurance, Sarbanes-Oxley Act, Process Improvement, Reinsurance, Accounting, Auditing, Statutory Accounting, IT Audit, Financial Reporting, Financial Analysis, Risk Management, Internal Controls, Internal Audit
Education
Creighton University 1995 — 1999
Creighton Prep 1991 — 1995
Workiva May 2012 - Present
Dean Dorton Allen Ford, PLLC May 2011 - May 2012
McGladrey & Pullen August 2007 - May 2011
EKSH September 2006 - August 2007
Education
Colorado State University 2001 — 2006
Village of Montgomery September 2013 - Present
Village of Sugar Grove August 2004 - August 2013
Ernst & Young July 2003 - August 2004
Baker Tilly Virchow Krause, LLP October 2001 - July 2003
McGladrey & Pullen July 1997 - October 2001
Clifton Gunderson LLP November 1995 - July 1997
Skills
Internal Controls, Auditing, CPA, Government Accounting, Financial Analysis, Financial Statements, Cash Management, Budgets, Forecasting, Risk Management, Financial Reporting, Finance, Accounting, Tax, Investments
Education
Drake University 1991 — 1995
B.S.B.A., Accounting, Finance
Frost, Ruttenberg & Rothblatt, P.C. January 2015 - Present
Abrams & Steinberg, P.C. December 2013 - December 2014
McGladrey & Pullen September 2007 - November 2012
Skills
GAAP, Accounting, Internal Controls, Financial Reporting, Auditing, Financial Accounting, US GAAP, General Ledger, External Audit, QuickBooks, Financial Statements, Financial Analysis
Education
DePaul University 2005 — 2007
Bachelor's degree, Accounting and Finance
H.B. Fuller Company March 2013 - Present
Lawson Software, Inc. February 2006 - March 2013
CSDEA Dressage Festival 2005 - 2009
McGladrey & Pullen 2000 - 2003
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Master's Degree, Business Taxation, In Progress
College of Charleston 1994 — 1998
Bachelor of Science, Accounting
Principal Financial Group June 2011 - Present
Principal International September 2009 - July 2011
AEGON May 2008 - September 2009
McGladrey & Pullen September 2005 - May 2008
Education
Coe College 2001 — 2005
Coe College 2001 — 2005
CMB
Aldi January 2015 - Present
RR Donnelley July 2011 - January 2015
Bemis Company, Inc. June 1996 - July 2011
Alcan 1996 - 2009
McGladrey & Pullen 1993 - 1996
Skills
Financial Reporting, Forecasting, Accounting, Cost Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Variance Analysis, Process Improvement, SAP, Manufacturing, Auditing, Fixed Assets, Financial Accounting, Continuous Improvement, US GAAP, Consolidation, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
Master of Business Administration (MBA), Information Technology
Northern Illinois University 1989 — 1993
Bachelors, Accountancy
Maine West 1984 — 1989
McGladrey & Pullen SupervisorRSM McGladrey2005 - Present
Education
Colgate University 1997 — 2001
Michael Silver & Company CPAs October 1992 - Present
Mr. Sophistication 2009 - 2010
Prime Capital Corporation August 1991 - October 1992
McGladrey & Pullen 1987 - 1991
Arthur Young 1982 - 1987
Skills
Income Tax, Tax, Tax Advisory, Corporate Tax, State Tax, Tax Preparation, IRS, S Corporations, International Tax..., State Tax Planning, Small Business, Accounting, Tax Accounting, Financial Planners, Partnership Taxation, International Tax, Finance, CPA, Tax Research, Tax Returns, Sales Tax, High Net Worth..., Accountants, Small Business..., Mergers & Acquisitions, Use Tax, US GAAP, Payroll, Corporate Tax Planning, Tax Compliance, Tax Audits, Individual Taxation, Tax Services, Federal Tax, Mergers, Tax Controversy, Estate Tax Planning, US Tax, Trusts, Trust Taxation, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1983
MAcc--Master of Accountancy, Taxation
DePaul University 1978 — 1982
Bachelor of Science, Accountancy
St. Benedict High School 1974 — 1978
St. Hilary School 1966 — 1974
Takeda Pharmaceuticals March 2014 - Present
Takeda Pharmaceuticals March 2008 - March 2014
Takeda Pharmaceuticals April 2006 - March 2008
Robert Bosch Tool Corporation September 2002 - April 2006
McGladrey & Pullen September 1999 - September 2002
Skills
Financial Analysis, Forecasting, Cross-functional Team..., Financial Modeling, Analysis, Finance, Budgets, SAP, Strategic Financial..., Variance Analysis, Business Analysis, Accounting, Management, Auditing, Business Process, Internal Audit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance & Marketing Management
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelors, Accountancy
Wells Fargo September 2014 - Present
Wells Fargo December 2011 - September 2014
Wells Fargo December 2010 - December 2011
Wells Fargo March 2009 - December 2010
Wells Fargo September 2007 - March 2009
Wells Fargo May 2006 - September 2007
Ernst and Young July 2003 - May 2006
Ernst & Young May 2002 - August 2002
McGladrey & Pullen January 2002 - May 2002
Archer Daniels Midland May 2001 - August 2001
Skills
Internal Controls, Enterprise Risk..., Auditing, Internal Audit, Sarbanes-Oxley Act, Regulatory Reporting, Financial Reporting, Financial Risk, Financial Analysis, IFRS, CISA, Operational Risk..., Tax, Risk Management
Education
Drake University 2007 — 2010
MBA, Finance
University of Iowa 1998 — 2003
Masters of Accountancy, Accounting
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
Masters of Accountancy, Accounting
Wells Fargo Securities June 2010 - Present
UBS Investment Bank May 2009 - April 2010
UBS Investment Bank December 2003 - April 2009
ABN AMRO January 2003 - November 2003
ABN AMRO June 1995 - November 2003
McGladrey & Pullen January 1993 - May 1995
Skills
Series 7, Equities, Hedge Funds, Fixed Income, Investments, Prime Brokerage, Trading, Capital Markets
Education
Montclair State University 1990 — 1993
Bachelors, Business Administration
County College of Morris 1987 — 1990
Associates, Business Administration
McGladrey & Pullen September 2003 - Present
Education
Dowling College 1990 — 1994
Sho-Aids, Incorporated May 2014 - Present
Leibowitz & Gold, P.C. August 2009 - October 2013
McGladrey & Pullen October 2007 - April 2009
PricewaterhouseCoopers July 2006 - October 2007
BDO Seidman LLP May 2005 - June 2006
Leibowitz & Gold, CPAs January 2001 - April 2005
ABN AMRO Sage Corporation 1997 - 2000
Skills
Equities, Accounting, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Finance, Financial Analysis, GAAP, SEC Filings, Financial Accounting, US GAAP, Assurance
Education
Drexel University - College of Business and Administration 1988 — 1993
Bachelor of Science (BS), Accounting and Finance
SunGard July 2008 - Present
McGladrey & Pullen December 2007 - July 2008
Spectrum Global Fund Administration March 2005 - December 2007
Merrill Lynch Investment Managers January 2005 - September 2005
Re/Max Exclusive Properties January 2001 - June 2004
Young & Sons Mechanical Contractors June 2002 - August 2003
Skills
Hedge Funds, Mutual Funds, Excel, Bloomberg, Investments, Equities, Bonds, Options, Futures, Derivatives, Operations, Fund Accounting, Pricing, Corporate Actions, Reconciliation, Financial Accounting, Account Reconciliation
Education
DePaul University 2003 — 2006
Dual B.S., Honors Finance & Accountacy
University of Illinois at Chicago 2001 — 2002
Covidien June 2013 - Present
Boston Cedar & Millwork May 2010 - May 2013
McGladrey & Pullen September 2006 - April 2010
McGladrey 2006 - 2010
Skills
GAAP, CPA, US GAAP, Internal Controls, Revenue Recognition, PeopleSoft, General Ledger, Financial Statements, Auditing, Sarbanes-Oxley Act, Budgets, Financial Accounting, Fixed Assets, Tax, Financial Reporting, Accounts Receivable, Accounts Payable, Account Reconciliation
Education
Northeastern University - Graduate School of Business Administration 2006 — 2007
Master of Science (M.S.), Accounting
University of Massachusetts Dartmouth 2003 — 2006
Bachelor of Science, Accounting
Smith & Wesson November 2011 - Present
Starrett July 2009 - November 2011
McGladrey & Pullen September 2005 - April 2009
Skills
SEC reporting, Process Improvement, Financial Accounting, SEC filings, Auditing, Internal Controls, Accounts Payable, Budgets, Financial Statements, Accounts Receivable, Management, Sarbanes-Oxley Act, Microsoft Excel, Financial Reporting, Accounting, GAAP
Education
Northeastern University - Graduate School of Business Administration 2004 — 2005
MS Accounting / MBA, Accounting, Business Administration
University of Massachusetts, Amherst 1999 — 2004
Bachelors of Science, Earth Systems
Fox Paine & Company, LLC January 2010 - Present
Fox Paine & Company, LLC May 2008 - December 2009
Ambac Financial Group November 2005 - April 2008
McGladrey & Pullen September 2002 - November 2005
Skills
Financial Audits, Finance, Financial Reporting, Financial Analysis, Auditing, Private Equity, Corporate Finance, Accounting, Valuation, Revenue Recognition, Investor Relations, Investments, Investment Banking
Education
Fairfield University 1999 — 2002
BS, Finance & Accounting
McGladrey December 2011 - Present
McGladrey & Pullen May 2010 - January 2012
RSM McGladrey May 2006 - August 2008
RSM McGladrey 2006 - 2008
McGladrey & Pullen 1993 - 2004
Education
Drake University 1970 — 1974
BA, Economics
Financial Accounting Standards Board February 2013 - Present
BKD CPAs & Advisors October 2011 - January 2013
Eastern Illinois University Accountancy Advisory Board September 2010 - January 2013
Grace Hill Settlement House January 2009 - December 2012
McGladrey & Pullen July 1994 - September 2011
Skills
Mergers, Business Acquisition, Manufacturing, Distribution, Non-profits, Construction, Accounting, Financial Reporting, Auditing, Tax, Internal Controls, GAAP, Sarbanes-Oxley Act, Strategic Planning, Due Diligence, Business Valuation, SEC filings, CPA, Budgets, US GAAP, Financial Accounting, Financial Analysis, Assurance, Mergers & Acquisitions, Corporate Tax, Income Tax, Revenue Recognition, Nonprofits, Consolidation, Internal Audit, Private Equity, Sarbanes-Oxley, General Ledger, Financial Statements, Finance, External Audit, Managerial Finance, Financial Modeling, IFRS
Education
Eastern Illinois University 1990 — 1994
Bachelor of Science, Accounting
Van Meter Industrial September 2010 - Present
Highway Equipment Company April 2010 - September 2010
McGladrey & Pullen September 2005 - August 2010
Skills
Board of Director, HACAP
Education
Dordt College 2001 — 2005
B.A., Accounting
McGladrey January 1997 - Present
McGladrey & Pullen 1997 - Present
American Express Tax & Business Services 1999 - 2005
Checkers, Simon & Rosner LLP 1986 - 1997
Skills
Partnership Taxation, Tax, Tax Research, Income Tax, Accounts Payable, Corporate Tax, CPA, GAAP, Tax Preparation, Tax Accounting, Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1988
MST, Taxation
Illinois State University 1979 — 1983
BS, Accounting
Catholic Health Initiatives October 2013 - Present
CHAN HEALTHCARE July 2010 - October 2013
McGladrey & Pullen November 2005 - July 2010
CHAN Healthcare Auditors August 2004 - November 2005
Eide Bailly 1999 - 2004
Baker Tilly Virchow Krause, LLP 1997 - 1999
Skills
GAAP, Internal Audit, Internal Controls, CPA, Accounting, Financial Reporting, Financial Accounting, External Audit, US GAAP, General Ledger, Financial Analysis, Financial Statements, Assurance, IT Audit, Enterprise Risk..., Financial Audits, Governance, Accounts Payable, Risk Assessment, Managerial Finance, Cost Accounting, Account Reconciliation, Variance Analysis, Financial Risk, Revenue Recognition, Finance, Consolidation, Accounts Receivable, Payroll, Strategic Financial..., Forecasting, Process Improvement, Revenue Cycle, Business Process..., Healthcare, Cash Flow, Audit Committee, Fixed Assets, HIPAA, FASB, Healthcare Consulting
Education
Concordia College 1993 — 1997
Bachelor of Arts, Accounting
Rolla High School 1989 — 1993
Diploma
Bookminders April 2015 - Present
Krieghoff International, Inc September 2013 - May 2015
TerranearPMC April 2009 - August 2013
Fisher Clinical Services June 2008 - March 2009
McGladrey & Pullen September 2005 - June 2008
Skills
Financial Statements, Financial Reporting, General Ledger, Accounting, GAAP, Auditing, Financial Accounting, US GAAP, CPA
Education
Delaware Valley College 2003 — 2005
Bachelor of Science, Business Administration
Lansdale School of Business
Accounting Specialist Diploma, Accounting
Boys and Girls Clubs of Boston November 2011 - Present
American Academy of Arts and Sciences May 2011 - December 2011
Greater Lynn Senior Services, Inc. March 2004 - May 2011
Price Waterhouse Coopers 2003 - 2004
McGladrey & Pullen 2001 - 2003
Shatswell & Macleod 2000 - 2001
CVS Health 1992 - 1997
Skills
Financial Reporting
Education
Duquesne University 2008 — 2010
MS, Community Leadership
Saint Joseph's College 1986 — 1990
B.S., Accounting
Richmond, The American International University in London 1989 — 1989
Business
Falmouth High School
EDF Renewable Energy March 2012 - Present
Hutchinson and Bloodgood LLP February 2009 - March 2012
Lennar August 2008 - February 2009
Lennar March 2007 - August 2008
Pulte Homes April 2004 - February 2007
McGladrey & Pullen August 1997 - March 2004
Skills
International Finance, Financial Reporting, Financial Forecasting, Team Management, Team Building, Auditing
Education
East Central University 1993 — 1995
Bachelor's, Accounting
Camfed USA Foundation January 2014 - Present
Tate & Tryon, CPAs & Consultants 2013 - 2014
USAC 2011 - 2014
McGladrey & Pullen 2007 - 2011
Skills
Internal Controls, GAAP, Auditing, CPA, Sarbanes-Oxley Act, Financial Reporting, US GAAP, Financial Accounting, Accounting, External Audit, Internal Audit, Financial Analysis, Assurance, Revenue Recognition, Tax
Education
Claremont McKenna College 2003 — 2007
Bachelor's degree, Economics, Accounting, Psychology
John Deere Financial October 2012 - Present
John Deere Financial July 2006 - October 2012
John Deere Credit November 2004 - July 2006
McGladrey & Pullen September 1996 - January 1999
Skills
Credit, Financial Analysis, Cross-functional Team..., Process Improvement, Forecasting, Strategic Planning, Product Marketing, Pricing, Marketing Strategy, Marketing, Product Management, Mergers
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
Accounting
Drake University 1994 — 1995
Diamond V September 2006 - Present
McGladrey & Pullen June 1987 - September 2006
Skills
Microsoft Office, Agriculture, Financial Analysis, Agribusiness, Product Development, Forecasting, Manufacturing, Ingredients, Auditing, New Business Development, Strategic Planning, Data Analysis, Management, Food Industry, Business Strategy, R&D, Accounting, Dairy, Sales Management, Biotechnology, Project Management
Education
Coe College 1983 — 1987
BA, Business and Accounting
Indian Prairie School District April 2012 - Present
SXC Health Solutions November 2011 - April 2012
McGladrey & Pullen September 2009 - November 2011
McGladrey & Pullen September 2007 - September 2009
Skills
Auditing, Financial Statements, Internal Controls, Accounting, Account Reconciliation, Analysis, US GAAP, Process Improvement, General Ledger, GAAP, Government Accounting, Fund Accounting, OMB Circular A-133
Education
Eastern Illinois University 2002 — 2007
Bachelors, Accounting and Finance
New England Development May 2014 - Present
REIT Management & Research LLC 2010 - May 2014
Peabody Properties, Inc. May 2009 - October 2010
McGladrey & Pullen September 2006 - March 2009
Skills
Accounting, Financial Reporting, GAAP
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2006
Masters, Business Administration & Accounting
Northeastern University 2005 — 2006
Masters, Business Administration & Accounting
University of Connecticut 2000 — 2002
Bachelor, Visual Communications
University of Mary Washington 1998 — 2000
N/A, N/A
Connexus Energy September 1999 - February 2014
McGladrey & Pullen 1991 - 1999
McGladrey & Pullen 1986 - 1991
Skills
Performance Management, Organizational..., Talent Management, Human Resources, Leadership, Personnel Management, Employee Benefits, Training, Management, Strategic Planning, Leadership Development, Employee Relations, Succession Planning, Recruiting, Benefits Administration, Change Management, Process Improvement, Employee Engagement, Coaching, Onboarding, Talent Acquisition, Exercise Instruction..., Exercise Physiology, Exercise and Special..., Exercise and Pregnancy, Fundamentals of Applied..., Group Exercise Program..., Human Anatomy, Nutrition, Physiology of Training, Principles of Adherence..., Prevention and..., First Aid, CPR Certified, Hot Yoga, Vinyasa Yoga
Education
Concordia University-St. Paul
Organizational Management and Communications
McGladrey & Pullen Tax ManagerMcGladrey2006 - Present
RSM McGladrey 2004 - Present
Ameritech 1995 - 1999
Education
DePaul University 1990 — 1992
MST, TAX
University of Michigan-Dearborn 1981 — 1985
BBA, Accounting
HDSupply - Interiors October 2004 - Present
Henry & Horne, LLP January 2002 - October 2004
McGladrey & Pullen December 1998 - January 2002
Education
Concordia University-Wisconsin 1992 — 1996
Bachelor's, Accounting, Finance
CBIZ MHM (Tampa Bay) February 2014 - Present
Lewis, Birch, & Ricardo LLC January 1995 - February 2014
McGladrey & Pullen 1989 - 1994
Skills
Forensic Accounting, Litigation Support, Expert Witness, Business Valuation, Colloborative Divorce..., CPA, ABV, CFF, CVA, Alternative Dispute..., Accounting, Valuation, Bankruptcy, Fraud, Litigation, Mediation, Trials, Dispute Resolution, Appeals, Family Law, Trusts, Product Liability, Courts
Education
East Carolina University - College of Business
Accounting Degree
Superior Graphite January 2014 - Present
Superior Graphite November 2010 - December 2013
Genovique Specialties Corporation June 2009 - October 2010
McGladrey & Pullen October 2000 - March 2009
Friedman, Eisenstein, Raemer & Schwartz, LLP (FERS) October 1996 - October 2000
Education
DePaul University 1992 — 1996
Accounting
IDEA Drilling LLC 2010 - Present
Bailiwick 2007 - 2010
RSM McGladrey 1999 - 2006
McGladrey & Pullen 1983 - 2006
Education
University of Iowa 1973 — 1975
Master of Arts (MA)
Cornell College 1969 — 1973
Bachelor of Arts (BA)
King Residential Group September 2011 - Present
Kenneth Bealer Homes, Inc May 2007 - September 2011
Rhein Medall Communities, LLC August 2005 - May 2007
GFD Management, Inc July 2002 - May 2005
The Beach House Cafe, LLC October 1998 - April 2002
National Temporary Apartments December 1997 - September 1998
McGladrey & Pullen January 1996 - October 1997
Coopers & Lybrand August 1994 - January 1996
Education
East Carolina University 1989 — 1994
Masters, Accounting
Melissa A Hartman, CPA February 2013 - Present
Dixon Hughes Goodman LLP 2003 - 2005
Jefferson Pilot Financial 2002 - 2003
McGladrey & Pullen 2000 - 2002
Skills
Accounting, Tax, Tax Accounting, Financial Reporting, Tax Research, Tax Returns, Federal Tax, Cash Flow, Corporate Tax, SEC filings, Financial Accounting, Customer Service, QuickBooks, Marketing
Education
University of North Carolina at Chapel Hill 1999 — 2000
MAC, Accounting
Davidson College 1993 — 1997
BS, Biology
TrustBooks October 2014 - Present
Boyle Investment Group, LLC April 2012 - Present
Adams, Martin & Associates, PA July 2014 - December 2014
Boyle Recruiting, LLC April 2011 - June 2014
Boyle CPA, PLLC April 2010 - June 2014
The Kenney Companies November 2008 - June 2010
Deloitte & Touche October 2006 - October 2008
McGladrey & Pullen September 2004 - October 2006
Skills
Accounting, Small Business, Management Consulting, Financial Reporting, Financial Analysis, Quickbooks, Preparation, Business Planning, Budgeting, Business Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Masters, Accounting
Davidson College 1999 — 2003
History
University of Limerick 2002 — 2002
Study Abroad Program
Diabetes Partnership of Cleveland July 2010 - Present
McGladrey & Pullen September 2000 - March 2009
Guardian Title May 1996 - September 2000
Skills
GAAP, External Audit, Budgets, Auditing, Accounts Payable, Payroll, Finance, Accounts Receivable, Internal Controls, US GAAP, Financial Statements, CPA, Financial Reporting, Accounting
Education
David N. Myers University 2000 — 2005
MBA, BA
IDEX Corporation June 2011 - Present
Dover Corporation July 2008 - June 2011
Ingersoll Rand September 2002 - July 2008
KPMG August 2000 - August 2002
McGladrey & Pullen 1996 - 1999
Skills
FCPA, Certified Fraud Examiner, Internal Audit, Anti-corruption, Internal Controls, Auditing, Risk Management, Fraud, Leadership, Strategy, Training, Management, CPA, Corporate Law, Human Resources, Program Management, Private Investigations, Export Controls, Intellectual Property, Tax, Ethics, Sarbanes-Oxley Act, Sarbanes-Oxley, Forensic Accounting
Education
Concordia College 1992 — 1996
Bachelor of Arts, Accounting
Gustavus Adolphus College
Walker Hackensack Akeley
City of Norwich Tax AccountantKPMGJuly 1999 - December 2002
McGladrey & Pullen August 1998 - July 1999
Education
Fairfield University 1994 — 1998
MS, Accounting
N/A September 2014 - Present
Expedited Docs Co 2011 - Present
McGladrey & Pullen 2008 - 2010
G Holdings Corp 2007 - 2008
Eisner LLP 2004 - 2007
Skills
Internal Controls, Financial Reporting, SEC filings, US GAAP, Auditing, Accounting, Financial Analysis, Sarbanes-Oxley Act, GAAP, Financial Accounting, CPA, General Ledger
Education
Hunter College 2000 — 2004
Covenant Academy August 2003 - Present
Providence Classical School September 2002 - May 2003
Home 1994 - 2002
Farmers Union Central Exchange, Inc. October 1986 - December 1987
McGladrey & Pullen 1982 - October 1986
Skills
Teaching, Curriculum Design, Curriculum Development, Staff Development, Event Planning, Technology Integration, Educational Technology, Instructional Design, Program Development, Coaching, Microsoft Word, K-12, Classroom, Special Education, Educational Leadership, Teacher Training, Tutoring, E-Learning
Education
Concord University 1976 — 1980
BSBA, Accounting, Computer Science, Graduated summa cum laude
Spanishburg High School 1973 — 1976
Valedictorian
CGI September 2013 - August 2014
VA Department of Taxation February 2009 - August 2013
McGladrey & Pullen 2006 - 2008
Skills
Accounting, Corporate Tax, CPA, Tax Research, Tax Preparation, Sales and Use Tax, Partnership Taxation, Sales Tax, Tax Returns, Auditing, Depreciation, Tax Accounting, Sales & Use Tax, Income Tax, GAAP, Tax, Financial Reporting
Education
East Carolina University 2004 — 2006
Master's degree, Taxation
East Carolina University 2001 — 2004
BSBA, Accounting
Safa Tabriz
Safa Tabriz
Credit First National Assn April 2010 - Present
State of Ohio January 2010 - March 2010
McGladrey & Pullen January 2008 - August 2009
Skills
Excel, Lawson, Payment Processing, Compliance, Journal Entries, Budget Preparation, Budget Management, Budget Analysis, Vendor Management, Project Management, Account Reconciliation, Finance, Credit, Financial Reporting, Accounting, General Ledger, Auditing, Financial Analysis, Accounts Payable, Expenses, Financial Statements, Balance Sheet, Financial Accounting, Bank Reconciliation, Consolidation, Cash Management, Year-end Close, Forecasting, Budgets, Process Improvement, Leadership, Strategic Planning, Customer Service, Assurance, Analysis
Education
Cleveland State University 2005 — 2007
Bachelor of Business Administration, Accounting
Cuyahoga Community College 1998 — 2005
Associate of Arts, Business
McGladrey & Pullen December 2007 - Present
McGladrey and Pullen, LLP December 2005 - November 2007
McGladrey and Pullen, LLP January 2003 - November 2005
McGladrey and Pullen, LLP January 2001 - December 2002
East Carolina University August 1999 - December 2000
Ayden Grifton High School 1994 - 1999
Skills
Tax Preparation, CPA, Auditing, Employee Benefits, Tax Returns, Income Tax, Accounting
Education
East Carolina University 1998 — 2000
M.S. Accounting
East Carolina University 1995 — 1997
M.S. Mathematics Education, Education
East Carolina University 1991 — 1994
B.S. Mathematics Education
Flexera Software August 2013 - Present
Flexera Software January 2012 - August 2013
McGladrey & Pullen September 2006 - December 2011
Skills
General Ledger, CPA, GAAP, Financial Reporting, QuickBooks, Accounting, Microsoft Excel, Auditing, US GAAP, Revenue Recognition, Financial Accounting
Education
Elmhurst College 2006 — 2007
MS, Accounting
Elmhurst College 2002 — 2006
BS, Accounting
Mercycare Community Physicians April 2015 - Present
Transamerica June 2014 - April 2015
AEGON Americas January 2012 - June 2014
AEGON October 2006 - January 2012
McGladrey & Pullen September 2004 - October 2006
Skills
Financial Reporting, Finance, Financial Analysis, Process Improvement, Accounting
Education
University of Iowa 2002 — 2004
MAc, Accounting
Coe College 1996 — 2000
BA, Business Administration, Economics, Education
Fort Dearborn Partners, Inc. 2003 - Present
Silverman Consulting 2000 - 2002
McGladrey & Pullen 1989 - 2000
Skills
Internal Audit, Due Diligence, Restructuring, Change Management, Mergers, Financial Modeling, Cash Flow, Lean Manufacturing, ERP, Process Improvement, Valuation, Private Equity, Management Consulting, Mergers & Acquisitions, Strategy, Portfolio Management, Banking, Business Strategy, Analysis, Forecasting, Acquisition Integration, Strategic Planning, Acquisitions
Education
DePaul University
Accounting
Western Illinois University
Bachelor of Business Administration (B.B.A.), Finance
EisnerAmper LLP 2003 - Present
McGladrey & Pullen 1990 - 2003
Rudolph, Palitz LLC 1990 - 2003
Mantas & Ohliger, P.C. 1984 - 1986
Skills
CPA, Auditing, Financial Accounting, Financial Statements, Financial Reporting, Financial Analysis, Internal Controls, Accounting, Revenue Recognition, Tax, Corporate Tax, Income Tax, Tax Preparation, Tax Accounting, Tax Research, Forensic Accounting, Due Diligence
Education
Drexel University 1979 — 1984
BS, Accounting
Ernst & Young October 2012 - Present
Ernst & Young November 2010 - November 2012
McGladrey & Pullen September 2007 - November 2010
IBM 2005 - 2006
Skills
Internal Controls, Assurance, Financial Reporting, Accounting, Sarbanes-Oxley Act, US GAAP, Auditing, CPA, Financial Statements, GAAP, Financial Accounting
Education
North Carolina State University - College of Management 2006 — 2007
Master, Accounting
Elon University - Martha and Spencer Love School of Business 2002 — 2006
BS, Accounting
School name:
C&W Services September 2014 - Present
NTT DATA Americas March 2012 - September 2012
McGladrey & Pullen December 2008 - July 2009
UHY Advisors June 2007 - November 2008
Feeley & Driscoll, P.C. January 2005 - May 2007
Skills
Tax, Tax Preparation, Partnership Taxation, Corporate Tax, Income Tax, S Corporations, High Net Worth..., Legal Research, Legal Writing, Tax Law, Tax Accounting, Accounting
Education
Massachusetts School of Law 2011 — 2014
Juris Doctor (J.D.), Taxation, Land Use, Landlord Tenant Law
Curry College 2000 — 2004
Business Management, Accounting
Smart Information Flow Technologies (SIFT) November 2011 - Present
McGladrey & Pullen May 2006 - October 2009
McGladrey & Pullen October 2003 - May 2006
EFCO February 2001 - June 2003
Skills
Accounting
Education
Drake University 1998 — 2003
BSBA (Accounting/Marketing), MAcc (Master of Accounting)
Fleetwood Signode October 2012 - Present
ITW Signode September 2011 - Present
ITW September 2005 - September 2011
McGladrey & Pullen 2002 - 2005
Skills
Internal Controls, US GAAP, Internal Audit, Accounting, Auditing, Financial Reporting, Audit, Financial Accounting
Education
DePaul University 1996 — 1999
BS, Accounting
MBTA December 2012 - Present
McGladrey LLP January 2011 - December 2012
McGladrey & Pullen January 2010 - January 2011
Skills
Accounting, Financial Reporting, CPA, Financial Accounting, Auditing, Internal Controls, Tax Research, Budgets, GAAP, US GAAP, Tax Preparation, Corporate Tax, Tax Accounting, Microsoft Office, PowerPoint, QuickBooks, Tax, Microsoft Excel, Tax Returns, Income Tax, Budget Management, State Government
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA/MBA, Accounting/ Business Administration
University of Massachusetts, Amherst 2004 — 2008
BA, Psychology
Bls
M/C Partners October 2010 - Present
McGladrey & Pullen September 2008 - September 2010
Skills
Financial Reporting, Internal Controls, Private Equity, Accounting, Finance, Auditing, Investments, Financial Statements, Tax, Portfolio Management, Venture Capital, Accounts Receivable, Account Reconciliation, Financial Services, Start-ups, Valuation
Education
Suffolk University 2012 — 2014
MBA
Fairfield University 2004 — 2008
Business, Accounting, Finance
Dawson Logistics December 2011 - July 2012
McGladrey & Pullen October 2001 - December 2011
Hyatt Regency Indianapolis June 1996 - March 1999
Skills
Accounting, GAAP, Auditing, General Ledger, Financial Statements, External Audit, Financial Analysis, Account Reconciliation, Accounts Payable, Accounts Receivable, Microsoft Excel, Payroll, Journal Entries, US GAAP, Financial Accounting, Financial Reporting, Internal Controls
Education
Illinois State University 1999 — 2001
M.S., Accounting
Eastern Illinois University 1994 — 1996
B.S., Hospitality Management
Eaton June 2015 - Present
Eaton January 2012 - Present
Eaton October 2010 - January 2012
McGladrey & Pullen February 2008 - October 2010
KPMG January 2006 - February 2008
SS&G Financial Services January 2005 - November 2005
Skills
US GAAP, Auditing, Financial Reporting, Sarbanes-Oxley Act, CPA, External Audit, GAAP, Internal Controls, Sarbanes-Oxley, SEC filings, Financial Accounting, Financial Audits, Financial Statements, Accounting, Big 4
Education
Cleveland State University 2003 — 2005
BBA, Accounting (Major), HR Management (Minor)
Certified Public Accountant
Page & Smith, P.A. December 2001 - Present
Construction Company August 1999 - December 2001
McGladrey & Pullen January 1990 - August 1999
Skills
Accounting, CPA, Tax, Tax Preparation, Tax Returns, Income Tax, S Corporations, Partnership Taxation, Corporate Tax, General Ledger, Tax Accounting, Financial Analysis, Tax Research, Small Business, Account Reconciliation
Education
East Carolina University - College of Business 1987 — 1989
BSA, ACCOUNTING
AC Lordi September 2015 - Present
Kreischer Miller December 2012 - August 2015
AmeriGas Propane July 2012 - October 2012
AmeriGas Propane February 2012 - July 2012
Power Home Remodeling Group November 2011 - February 2012
McGrath Systems October 2010 - February 2012
Clearbrook Global Advisors, LLC June 2011 - September 2011
McGladrey & Pullen September 2006 - May 2010
Skills
External Audit, Internal Audit, Microsoft Excel, Microsoft Word, US GAAP, Internal Controls, SOX 404, Management Consulting, Consolidated Financial..., Consolidated Reporting, Mergers, Great Plains Software, Problem Solving, Strategic Planning, Business Process..., Internal Control..., Financial Audits, General Ledger, Mergers & Acquisitions, Financial Statements, SEC filings, QuickBooks, Accounting, Finance, CPA, Cash Flow, GAAP, Auditing, Sarbanes-Oxley Act, Budgets, Analysis, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, Tax Accounting, Due Diligence, Consolidation, Management, Account Reconciliation, Leadership, Managerial Finance, Consulting, Financial Modeling
Education
Drexel University - LeBow College of Business 1986 — 1991
BS, Accounting
Neighborhood Legal Services of Los Angeles County September 2006 - Present
Goodwill Industries of the Southern Piedmont September 2002 - September 2006
McGladrey & Pullen September 1998 - September 2002
Education
East Carolina University - College of Business 1996 — 1998
Masters in Accountancy, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1996
BS, Business Administration
HEICO Corporation June 2009 - June 2011
Oakley June 2008 - June 2009
Gray & Terkelsen, PLLC June 2006 - June 2009
McGladrey & Pullen January 1991 - January 2003
Ernst & Young January 1998 - January 2000
PwC January 1994 - January 1996
Skills
Corporate Tax, Tax Law, Tax Compliance, FIN 48, Lacerte, Individual Tax, Partnership Taxation, Income Tax, Tax Research, Accounting, Tax Preparation, CPA, Sarbanes-Oxley Act, US GAAP, Tax, General Ledger, Internal Controls, Tax Advisory, Tax Returns
Education
East Carolina University
MSA, Tax
University of West Florida
BS, Accounting
Merrill Lynch May 2012 - Present
McGladrey & Pullen January 2011 - May 2012
Weaver September 2008 - December 2010
Weaver & Tidwell 2008 - 2010
Skills
Audit, Financial Analysis, Financial Reporting, Auditing, GAAP, Financial Risk, Financial Audits
Education
Davenport University 2004 — 2006
BS, Accounting
DePaul University 2002 — 2004
Undergraduate Studies
Entrepreneurial Services Group LLC 2002 - Present
Kris G. Gulick CPA PLC 2002 - Present
Liveware 5 2000 - 2002
Clifton Gunderson LLP 1994 - 2000
Group Five Hospitality 1992 - 1994
McGladrey & Pullen 1990 - 1992
Ernst & Young 1986 - 1990
Skills
Accounting, Strategy, Financial Analysis, Budgets, Strategic Financial..., Small Business, Strategic Planning
Education
Coe College 1985 — 1986
BA, Accounting
University of Iowa 1980 — 1982
MA, Recreation Education
University of Northern Iowa 1977 — 1980
BA, Recreation Administration
Cornell College
Caterpillar Inc. March 2014 - Present
Caterpillar Inc. February 2013 - Present
Easter Seals Inc. 2011 - Present
The Salvation Army 2014 - 2015
Caterpillar Inc. September 2011 - February 2013
Air National Guard January 2006 - January 2012
McGladrey & Pullen November 2010 - September 2011
Afni June 2008 - May 2010
Afni June 2008 - May 2009
Education
Illinois State University 2009 — 2010
Master's
Illinois State University 2007 — 2009
Bachelor's
Community College of the Air Force 2006 — 2008
Associate of Science (AS)
Illinois Central College 2004 — 2006
Associate's degree
Welk Resort Properties, Inc June 2012 - October 2013
Restad LLC August 2008 - June 2012
McGladrey & Pullen 2007 - 2008
Accenture September 1998 - August 2003
Skills
Financial Accounting, General Ledger, Accounting, Multi-State Sales Tax, Use Tax, Auditing, Account Reconciliation, Financial Statements, Journal Entries, Fixed Assets, Payroll
Education
Eastern Illinois University 2005 — 2007
BS, Accounting
Florida State University 1993 — 1998
BS, Industrial Engineering
The Waldinger Corporation October 2009 - Present
McGladrey & Pullen February 1995 - September 2009
Coopers & Lybrand May 1984 - February 1995
Skills
Accounting, Budgets, Supervisory Skills, Project Planning, Value Engineering, Contract Negotiation, SEC filings, Construction Management, Finance, Construction, Tax, Contractors, Project Management, Management, Strategic Planning, Risk Management, Public Speaking, Purchasing, Sales Management, Facilities Management, Forecasting, Real Estate, CPA, Income Statement, Financial Reporting, Procurement, Contract Management, Process Improvement, Team Building, Account Management, Executive Management, Coaching, Inventory Management, Operations Management, New Business Development, HVAC, Business Planning, Real Estate Development, Cost Accounting, Negotiation, Process Scheduler, Marketing, GAAP, Managerial Finance, Sales, Microsoft Office, Project Estimation, Leadership, Analysis, Microsoft Excel
Education
Drake University 1985 — 1989
Masters, Taxation
University of Northern Iowa 1980 — 1984
BA, Accounting
Graham Packaging February 2014 - Present
Johns Hopkins University January 2012 - February 2014
Clifton Gunderson LLP January 2011 - January 2012
Graham Packaging December 2009 - January 2011
McGladrey & Pullen January 2005 - December 2009
Skills
Accounting, Non-profits, Coaching, Auditing, Internal Audit, Mentoring, Real Estate, Budgets, Tax, Process Improvement
Education
Clarion University of Pennsylvania 2003 — 2004
Masters, Business Administration
Clarion University of Pennsylvania 1999 — 2003
Bachelor of Business Administration, Accounting
Putnam Investments July 2015 - Present
Fidelity Investments October 2011 - July 2015
McGladrey & Pullen July 2010 - October 2011
Caturano and Company September 2008 - July 2010
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics and Accounting
Ostrow Reisin Berk & Abrams December 2011 - May 2013
McGladrey & Pullen September 2008 - December 2011
Norman Professional Services September 2007 - May 2008
Skills
Microsoft Office, IDEA, Caseware, Quickbooks
Education
Concordia University-River Forest 2004 — 2008
BA, Accounting, Management, Marketing
WebAssign November 2013 - Present
Hughes Pittman & Gupton LLP January 2013 - November 2013
McGladrey & Pullen January 2011 - March 2012
Clifton Gunderson LLP January 2008 - September 2010
Skills
Revenue Recognition, Financial Reporting, Auditing, Accounting, Internal Controls, Financial Accounting, US GAAP, General Ledger, Financial Statements, IT Audit
Education
East Carolina University 2005 — 2007
BSBA, Accounting