McGladrey & Pullen, LLP
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. Headquarters: Chicago, IL Number of employees: 9,670 CEO: Joe Adams (2011–) Founded: 1926, Cedar Rapids, IA Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
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McGladrey & Pullen, LLP Employees
DSGW Architects October 2014 - Present
Atwater Group, LLC August 2012 - October 2014
McGladrey & Pullen, LLP January 2007 - April 2012
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Financial Statements, GAAP, Internal Controls, Management
Education
University of Minnesota-Duluth 2005 — 2008
Bachelors of Accounting, Accounting, 3.85
Chemtura Corporation June 2015 - Present
Vintech EMS January 2002 - Present
Tronox July 2014 - May 2015
Praxair July 2012 - July 2014
MCGLADREY & PULLEN, LLP September 2007 - June 2012
Roger Williams University September 2005 - May 2007
Skills
Accounting, Auditing, Sarbanes-Oxley Act, Teamwork, Team Building, Process Improvement, Management, Internal Controls, US GAAP, Internal Audit, GAAP, External Audit, Data Analysis, Training, Financial Audits, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Roger Williams University 2003 — 2007
Bachelor of Science, Accounting, Finance, Philosophy
Gatto, Pope & Walwick, LLP December 1998 - Present
McGladrey & Pullen, LLP 1993 - 1998
RSM McGladrey 1993 - 1998
Skills
Tax, Real Estate Transactions, Stocks, Accounting, Financial Reporting, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, S Corporations, Financial Statements, Construction, CPA, Partnership Taxation, Tax Research, Tax Accounting, Auditing, GAAP, General Ledger, Cash Flow
Education
San Diego State University-California State University 1986 — 1989
Bachelor of Science, Business Administration (Accounting)
MN Dept of Health May 2005 - Present
University of Minnesota - School of Public Health 1978 - Present
UnitedHealth Group (UHG), UnitedHealth Europe January 2004 - June 2005
UnitedHealth Group (UHG), Ingenix October 1999 - March 2004
McGladrey & Pullen, LLP 1996 - 1997
Foundation for Health care Evaluation 1991 - 1995
Minnesota Department of Health 1990 - 1991
Minnesota Medical Association 1986 - 1989
Skills
Public Health, Program Planning, Prevention, Strategic Planning, Education, Cardiovascular Disease..., Worksite Health, Healthcare, Health Promotion, Health Systems..., Evaluation, Knowledge Management, Training, Academic Teaching, Policy Analysis, Health Care Consulting, Health Policy, Public Health-medicine..., Health Systems..., Community-clinical..., University Teaching, Health Literacy, Plannning, Healthcare Consulting, Teaching, Leadership Development, Program Development, Community Health, Data Analysis, Program Management, Management, Nonprofits, Workshop Facilitation, Health Education, Leadership, Disease Management, Community Outreach, Health Communication, Program Evaluation, Health Equity, Public Policy, Public Speaking, Adult Education, Grants, Quality Improvement, Grant Writing, Medicine, Research, Qualitative Research, Analysis
Education
University of Minnesota-Twin Cities 1971 — 1987
PhD, MPH, BA, Public Health - Health Education - Adult Education - Psychology
McGladrey, LLP January 2013 - Present
Verisight, Inc. August 2011 - January 2012
RSM McGladrey, Inc. 2003 - July 2011
RSM McGladrey, Inc. 2000 - 2003
RSM McGladrey, Inc. 1997 - 2000
McGladrey & Pullen, LLP 1996 - 1997
McGladrey & Pullen, LLP 1995 - 1996
McGladrey & Pullen, LLP 1994 - 1995
McGladrey & Pullen, LLP 1991 - 1994
McGladrey & Pullen, LLP 1988 - 1991
Skills
CPA, Trusted Advisor, ERISA, Form 5500 preparation, Defined Contribution, 401k, Profit Sharing, Accounting, Health and Welfare..., Compilation, GAAP, Tax Preparation, Income Tax, S Corporations, Corporate Tax, Partnership Taxation, Payroll, Tax, Tax Returns, Government Forms -..., Employee Benefits, Financial Reporting, Financial Accounting, Financial Analysis, Account Reconciliation, Trust Reconciliation, Risk Management
Education
University of Minnesota - Carlson School of Management 1991 — 1994
Masters of Business Taxation (20 credits)
St. Cloud State University 1980 — 1984
Bachelor of Science, Finance, Accounting
Robbinsdale Cooper Senior High School
Klus Consulting, LLC March 2014 - Present
Deluxe Corporation November 2012 - December 2013
Sears Holdings Corporation April 2011 - September 2011
Sears Holdings Corporation January 2009 - April 2011
Sears Holdings Corporation January 2006 - January 2009
Sears Holdings Corporation November 2004 - January 2006
Sears Roebuck August 2004 - November 2004
Sears Roebuck September 2003 - August 2004
Sears Roebuck May 2000 - September 2003
McGladrey & Pullen, LLP May 1999 - May 2000
Skills
E-commerce, Strategy, Cross-functional Team..., Process Improvement, Leadership, Management, Program Management, Change Management, Business Strategy, Marketing, New Business Development, Leadership Development, Enterprise Software, Consulting, Mergers & Acquisitions, Analytics, Multi-channel Marketing, Start-ups, Business Operations, B2B, Project Management, Multi-Channel Commerce, Change Management..., Innovation, Retail Operations, Process Design and..., Entrepreneurial..., Information Technology, Information Management, Social Media, Customer Contact Center, Balanced Scorecard, Establishing Program..., Mergers, Business to Business..., Business Continuity..., Leadership Management, Employee Training, Field Operations, Field Support, Social Networking, Entrepreneurial..., Highly Ambitious, Dealing with Ambiguity, Hands-on Approach, Collaboration, SEO, Strategic Planning, Team Building
Education
Northern Illinois University 2001 — 2002
MS, Management of Information Systems
Northern Illinois University 1996 — 2000
BS, Operations Management and Information Systems
LBA Realty January 2015 - Present
LBA Realty April 2013 - January 2015
LBA Realty February 2012 - April 2013
LBA Realty January 2011 - January 2012
McGladrey & Pullen, LLP September 2010 - December 2010
Skills
Commercial Real Estate, Accounting
Education
University of California, San Diego 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accountancy
Assembled Products, Inc. November 2005 - Present
Bossard Group 2004 - 2005
Qwest Communications 1999 - 2004
McGladrey & Pullen, LLP 1995 - 1998
Skills
Forecasting, Strategic Planning, Budgets, Accounting, Manufacturing, Purchasing, Sales Management, Inventory Management, New Business Development, Negotiation, Financial Reporting, Financial Analysis, Employee Relations, Project Management, Banking Relationships
Education
University of Northern Iowa 1990 — 1995
B.A., Accounting
McGladrey October 2013 - Present
McGladrey September 2008 - September 2013
RSM McGladrey, Inc. 2007 - August 2008
RSM McGladrey, Inc. January 2003 - 2007
Rapid Process Management, Inc. June 2001 - November 2002
McGladrey & Pullen, LLP 2000 - 2001
McGladrey & Pullen, LLP 1999 - 2000
McGladrey & Pullen, LLP 1997 - 1999
Skills
Sales Operations, Sales Management, Corporate Communications, Internal Communications, Project Management, Program Management, Process Improvement, Meeting Planning, Business Development, Leadership, Training, Competitive Analysis, Win-loss Analysis, Business Strategy, Salesforce.com, CRM, SharePoint, Management, Strategy
Education
Roosevelt University 2005 — 2009
Bachelor of Professional Studies, Organizational Communications
Long & Foster Companies January 2007 - Present
RSM McGladrey January 1998 - May 2003
McGladrey & Pullen LLP 2000 - 2003
Skills
Real Estate, Residential Homes, Leases, First Time Home Buyers, Rentals, Investments, Property Management, Small Business, Financial Planners, Mortgage Lending, Real Estate Transactions, Real Estate Development, Real Estate Economics, Commercial Real Estate, Asset Managment, Property, Asset Management, Short Sales, Selling, Sales, Sellers, Investment Properties, Buyer Representation, Foreclosures, Investors, ABR
Education
La Salle University 1998 — 2001
BS, Accounting
Albright College 1996 — 1998
BS, Accounting
Dominion Resources November 2014 - Present
Meadows Urquhart Acree & Cook, LLP December 2005 - October 2014
McGladrey & Pullen, LLP May 2003 - September 2005
PBGH, LLP January 2002 - April 2003
Skills
Financial Reporting, CPA, Tax, Tax Preparation, GAAP, Tax Returns, Income Tax, Auditing, Partnership Taxation, Accounting, Corporate Tax, QuickBooks, External Audit, US GAAP, Financial Analysis
Education
Strayer University 2000 — 2002
Bachelor's Degree, Accounting
Wade, Howard & Associates, CPAs LLP October 2012 - Present
Wade, Howard & Associates, CPAs LLP August 2009 - October 2012
McGladrey & Pullen, LLP September 2008 - August 2009
Patrick Howard CPA March 2006 - September 2008
Skills
Accounting, Auditing, QuickBooks, CPA, Financial Statements, Personal Income Tax..., Corporate Tax, Accounts Payable, Microsoft Excel, Audits of Employee..., Single Audit, Reviews, US GAAP reporting, Government Accounting, Government Auditing, GAAP, US GAAP, Revenue Recognition, External Audit, Tax Accounting, Tax Preparation, Forensic Accounting, Assurance, HUD audits
Education
San Diego State University-California State University 2002 — 2008
BS, Accountancy
Apollo Group February 2013 - August 2014
Apollo Group August 2010 - February 2013
McGladrey & Pullen, LLP September 2007 - August 2010
2006-2007 July 2006 - July 2007
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Auditing, CPA, Financial Analysis, Account Reconciliation, Risk Assessment, Accounting, Analysis, Data Analysis, Process Improvement, General Ledger, Financial Statements, GAAP
Education
Western Illinois University 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Quincy University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Signal Administration, Inc. 2008 - Present
McGladrey & Pullen, LLP 2007 - 2008
Skills
Auditing, Payroll, Microsoft Excel, Internal Controls, Financial Statements, Microsoft Word, Outlook, PowerPoint, Lotus Notes, Quicken, Access, Unix, VPN, Preparation, Caseware, ProSystem fx Tax, General Ledger, Cash Flow Management, Year-end Close, Financial Statement..., Monthly Bank Statements, Records Management, International Accounting, Foreign Exchange, Internal Audit
Education
The University of Connecticut 2003 — 2007
Bachelor of Science, Business Administration; Accounting
Vescio Family Advisors, LLC 2010 - Present
Geller Family Office Services LLC 2008 - 2010
McGladrey & Pullen, LLP 1999 - 2008
JP Morgan & Company, Inc. 1997 - 1999
United States Air Force October 1990 - October 1998
Skills
Estate Planning, Tax, High Net Worth..., Hedge Funds, Accounting, Financial Analysis, Investment Management, Equities, International Tax, Corporate Finance, Mergers, Asset Allocation, Asset Managment, Tax Accounting, Private Equity, Valuation, Trusts, Portfolio Management, Corporate Tax, Financial Accounting, Wealth, Finance, Income Tax, Tax Law, CPA, Financial Modeling, Retirement Planning, Tax Preparation, Due Diligence, Financial Planners, Customer Service, Experience Working with..., Auditing, Financial Advisory, Financial Reporting, Military, Organization, Strategic Planning
Education
Pace University 2002 — 2006
MS
Pace University - Lubin School of Business 1994 — 1997
BBA/MBA
Independent School District #287 December 2013 - Present
Total Living Commitment, Inc. (TLC) August 2012 - Present
The Adventures of Super Stretch January 2014 - Present
The Running Room July 2012 - January 2014
McGladrey & Pullen, LLP January 2012 - May 2012
Coldstone Creamery April 2011 - May 2012
Duluth Family Justice Center September 2010 - August 2011
Skills
Autism Spectrum..., Developmental..., Child Mental Health, Special Education, Mental Health, Sales, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Data Entry, Event Planning, Non-profits, Time Management, Organization, Filing, Administrative...
Education
University of Minnesota-Duluth 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.4
MCIS, Inc. May 2014 - Present
Wausau Paper Corp. August 2004 - April 2014
Marathon Ag Society (WI Valley Fair) 2007 - 2013
Lisa Fenhaus-Johnson CPA January 2000 - August 2004
McGladrey & Pullen, LLP December 1994 - December 1999
Jay Maready CPA January 1993 - November 1994
Midcontinent Media, Inc. November 1988 - December 1991
American Family Insurance Company July 1986 - November 1988
Skills
Corporate Tax, Income Tax, Tax Returns, Tax Research, Provision, Financial Reporting, Sales & Use Tax..., Corptax Software, TaxStream Software, Accounting, Auditing, Accounts Payable, General Ledger, Internal Controls, Cost Accounting, Payroll, Financial Statements
Education
University of North Carolina at Wilmington 1993 — 1994
Coursework for CPA, Accounting
University of Wisconsin-Stevens Point 1984 — 1986
Bachelors of Science, Public Administration and Political Science
University of Wisconsin-Marathon County Center 1982 — 1984
Piedmont Propulsion Systems, LLC March 2014 - Present
Sharrard McGee & Co. P. A. June 2012 - March 2014
Sharrard McGee & Co. P. A. June 2010 - June 2012
Sharrard McGee & Co. P. A. November 2007 - June 2010
McGladrey & Pullen LLP September 2006 - November 2007
Sharrard McGee & Co. P. A. August 2003 - September 2006
Skills
Accounting, Income Tax, Tax Accounting, Corporate Tax, Tax Returns, Auditing, Financial Audits, Audits of Employee..., ERISA, Reviews, Compilation Of..., Manufacturing, Retail, Problem Solving, Business Advisory, Assurance, S-Corp, LLC, Partnership Taxation, Financial Reporting, Financial Accounting, Construction Accounting, Pharmaceutical R&D..., S Corporations
Education
High Point University 2008 — 2010
Masters of Business Administration
Appalachian State University 1999 — 2003
BS, Business Administration, Accounting
Long & Associates Public Accountants, Inc. October 2014 - Present
DST Systems September 2013 - October 2014
DST Systems June 2012 - September 2013
DST Systems June 2011 - June 2012
McGladrey & Pullen, LLP September 2008 - June 2011
CIMBA July 2007 - August 2008
CIMBA May 2006 - July 2007
CIMBA 2005 - 2006
CIMBA March 2005 - September 2005
KU-Center for Psychological Services (CPS) May 2004 - July 2005
Skills
Financial Statements, Financial Reporting, Accounting, Budgets, Variance Analysis, Auditing, Internal Audit, Financial Analysis, Microsoft Office, Sarbanes-Oxley Act, Business Strategy, Financial Accounting, Sarbanes-Oxley, US GAAP, Accounts Payable, GAAP, CPA, Account Reconciliation, General Ledger, SEC filings, Assurance, Internal Controls, Consolidation, Fixed Assets, Forecasting, Enterprise Risk..., Due Diligence, External Audit, Financial Modeling, Tax Preparation, Fund Accounting, Cost Accounting, Revenue Recognition, Risk Management, Accounts Receivable, PeopleSoft, Process Improvement, Cash Flow, QuickBooks, Income Tax, Tax, Corporate Finance, Payroll, Finance, Strategic Financial..., Financial Audits, Corporate Tax, Hyperion Enterprise, IT Audit, Mergers & Acquisitions
Education
The University of Kansas 2003 — 2007
BA, Accounting & Business Administration
CIMBA 2005 — 2006
Business & Accounting
Nemec & Associates November 2007 - Present
CPA February 1985 - Present
KMWF & Associates September 2003 - October 2007
RSM McGladrey July 1984 - August 2003
McGladrey & Pullen, LLP 1984 - 2003
Skills
Tax, Business, Corporate Tax, Bookkeeping, Accounting, Small Business, CPA, Finance, Tax Preparation, GAAP, Consulting, Strategic Planning, Estate Planning, Financial Planners, Employee Benefits, Tax Returns, Mergers & Acquisitions, Management, Income Tax, Tax Accounting, Internal Controls, Partnership Taxation, Tax Research
Education
The University of South Dakota 1980 — 1984
Bachelor's degree, Business Administration - Accounting
Common Ground Publishing June 2014 - Present
City of Champaign June 2012 - June 2014
Archer Daniels Midland August 2011 - May 2012
Archer Daniels Midland August 2009 - May 2010
McGladrey & Pullen, LLP February 2007 - April 2009
College Works Painting, Inc February 2005 - August 2005
Skills
Excel, Team Player, Operational Efficiency, Internal Controls, Accounting, Accounts Payable, Financial Accounting, Variance Analysis, Sarbanes-Oxley Act, Financial Statements, Financial Analysis, US GAAP, CPA, Cost Accounting, Auditing, Financial Forecasting, Account Reconciliation, General Ledger, Process Improvement, Finance, Microsoft Excel, Payroll, Financial Reporting, Management, Budgets, Analysis, Forecasting, Human Resources, Leadership, Business Process...
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2006
Bachelors, Accounting
Parkland College 2002 — 2004
Associate in B&A, Accounting
MSHS
JDA Software February 2014 - March 2015
Global Water Resources December 2012 - July 2013
Medicis July 2012 - December 2012
Infor Global Solutions October 2006 - June 2012
McGladrey & Pullen, LLP January 2004 - October 2006
Skills
Financial Reporting, Forecasting, Accounting, Sarbanes-Oxley Act, Financial Analysis, Auditing, GAAP, Internal Controls, US GAAP, Financial Accounting, Variance Analysis, Revenue Recognition, Hyperion Enterprise
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor's degree, Accounting
Aylward Enterprises, Inc. 1999 - 2004
McGladrey & Pullen, LLP 1997 - 1999
Camp Seafarer 1996 - 1997
Skills
Microsoft Certified..., Microsoft Office, Event Planning, Working With Children, Technical Writing, Team Leadership
Education
UNC Chapel Hill 1992 — 1996
Bachelor of Arts (B.A.), Public Policy Analysis
Village of North Barrington July 2015 - Present
Walgreens February 2015 - Present
The Hospital for Sick Children October 2011 - September 2014
Carillion Canada, Inc. April 2010 - October 2011
McGladrey & Pullen, LLP/RSM McGladrey December 2006 - October 2009
McGladrey & Pullen, LLP December 2006 - September 2009
Mountjoy & Bressler, LLP September 2002 - November 2006
University of Kentucky May 2001 - September 2002
Skills
Auditing, Tax, Financial Accounting, Financial Reporting, Financial Analysis, Strategic Financial..., Risk Assessment, Risk Management, US GAAP, Management, Financial Statements, Corporate Tax, GAAP, Accounting
Education
University of Kentucky
Master of Science, Accounting
University of Kentucky
Bachelor of Science, Accounting
McGladrey November 2011 - Present
RSM McGladrey October 1999 - November 2011
McGladrey & Pullen, LLP July 1989 - October 1999
Skills
IT Management, IT Financial Management, IT Operations, IT Governance, Profit & Loss Management, Organizational Structure, Technology Planning, Technology..., Governance, Management Consulting, Strategy, IT Audit, Income Statement, Due Diligence, Mergers & Acquisitions, Accounting, CPA, Consulting, ERP, Enterprise Risk..., Financial Analysis, IT Strategy, Internal Audit, Internal Controls, Leadership, Management, P, Process Improvement, SEC filings, Sarbanes-Oxley Act, Information Technology
Education
University of Chicago GSB 2002 — 2004
Excecutive Level Leadership Program, Business Strategy
University of Northern Iowa 1985 — 1989
Bachelor Degree, Accounting
New Richmond Utilities March 2015 - Present
City of New Richmond January 2014 - March 2015
New Richmond Utilities October 2002 - January 2014
MSP Communications and ComputerUser.com Inc. August 1997 - October 2002
Simma Flottemesch & Orenstein, Ltd. November 1996 - August 1997
McGladrey & Pullen, LLP January 1995 - November 1996
Skills
Budgeting, Team Building, Financial Analysis, Finance, Strategic Planning, Budgets, Microsoft Excel, Microsoft Office, PowerPoint, Management, Project Management, Time Management, Accounting, Leadership, Event Planning, Microsoft Word, Auditing, Coaching, Customer Service, Project Planning, Forecasting, Energy, GAAP, Leading
Education
University of Minnesota - Carlson School of Management 1993 — 1995
Bachelor of Science in Business, Accounting, 3.6 GPA
Lakewood Community College (now Century) 1990 — 1993
Associate in Arts Degree, General Studies, Graduated with Distinction 3.75 GPA
KPMG US August 2013 - Present
Durst Cycle CompanyUrbana March 2010 - August 2011
McGladrey & Pullen, LLP January 2011 - March 2011
Armory House September 2010 - December 2010
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2008 — 2011
Bachelor of Science, Accounting
US Bank December 2013 - Present
Xcel Energy July 2012 - November 2013
McGladrey & Pullen, LLP August 2008 - July 2012
RSM McGladrey, Inc. February 2006 - August 2008
Skills
Tax, Tax Accounting, Tax Research, Corporate Tax, Tax Preparation, Partnership Taxation, Income Tax, Financial Reporting, GAAP, SEC filings, Tax Compliance, Fixed Assets, FIN 48, Financial Accounting, FAS109, Account Reconciliation, Variance Analysis, US GAAP, Accounting, Financial Analysis, Financial Statements, Sarbanes-Oxley Act, Tax Returns, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master's of Business Taxation, Master's of Business Taxation
College of St. Catherine 2006 — 2008
Bachelor of Science, Accounting
The University of Montana 2006 — 2008
Bachelor of Science (B.S.), Accounting
BeachFleischman PC February 2012 - Present
McGladrey & Pullen LLP June 1994 - January 2012
RSM McGladrey June 1994 - January 2012
Pannell Kerr Forster February 1992 - June 1994
Skills
CPA, Accounting, SEC filings, Auditing, Financial Reporting, GAAP, Internal Controls, Healthcare, Risk Assessment, Non-profits, Financial Accounting
Education
Arizona State University 1987 — 1991
Bachelor of Science (BS), Accounting
Marcos de Niza High School
Robert Half International January 2013 - Present
Eco Ventures Group, Inc. March 2011 - September 2011
Franklin Templeton Investments February 2006 - April 2011
Centennial Mortgage & Funding, Inc April 2003 - February 2006
Veris, Inc April 2000 - April 2003
RSM McGladrey 1989 - 2001
McGladrey & Pullen, LLP April 1995 - April 2000
Travelink Business Systems, Inc. 1983 - 1987
Dataslink 1983 - 1987
Skills
Program Management, IT Strategy, Strategy, Management, Strategic Planning, Management Consulting, Executive Management, Investments, Business Strategy, Leadership, Pricing, Business Planning, Vendor Management, Information Technology, Contract Negotiation, Consulting, Customer Service, Accounting, Start-ups, IT Management
Education
University of Iowa - Henry B. Tippie College of Business 1974 — 1978
BBS, Accounting and Finance
Clipper Equity, LLC February 2012 - Present
RSM McGladrey, Inc. July 2009 - February 2012
McGladrey & Pullen, LLP July 2006 - June 2009
Leshkowitz & Company, LLP January 2004 - June 2006
Skills
GAAP, Financial Reporting, Income Tax, FIN 48, SEC filings, Financial Analysis, Real Estate, FAS 109 / ASC 740, Real Estate Transactions, Real Estate Development, Acquisitions
Education
Touro College 2000 — 2003
B.S., Accounting
McGladrey & Pullen, LLP November 2006 - Present
Crowe Chizek, LLC January 2005 - October 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2004
Phoenix Holdings of Nevada April 2012 - August 2013
McGladrey & Pullen, LLP May 2011 - February 2012
Lionel Sawyer & Collins January 2004 - May 2010
Malmquist, Fields & Camastra, LLP February 2006 - June 2006
Brot & Gross, LLP January 2005 - February 2006
Van Sickle & Rowley January 1998 - June 2005
GroupMeeker/LaMont Development June 1996 - November 1997
Ramos & Associates, Inc March 1994 - March 1996
MacKay & Somps, Inc August 1992 - January 1994
Sterling Homes, Inc May 1989 - July 1992
Skills
Payroll, Accounts Payable, Invoicing, Customer Service, Auditing, General Ledger, Management, Bank Reconciliation, Accounting, Human Resources, ADP Payroll, Microsoft Word, QuickBooks, Bookkeeping, Cash Management, Accounts Receivable, Microsoft Excel, Access, PowerPoint, Spreadsheets, Employee Relations, Journal Entries, Expenses
Education
Fresno State University
Business Administration
Graduate of Sequoia High School
San Jose State University
Business Administration
St. John's University February 2011 - Present
New York State Society of CPAs (NYSSCPA) June 2011 - May 2014
Leucadia National Corporation April 2009 - February 2011
KPMG LLP September 2007 - April 2009
McGladrey & Pullen, LLP 2005 - 2005
State of NY Metropolitan Transportation Authority 2004 - 2004
Publishers Clearing House 2004 - 2004
Skills
Finance, CPA, Account Reconciliation, General Ledger, Accounts Payable, Financial Statements, Variance Analysis, Budget Forecasts, Forecasting, Strategic Financial..., Microsoft Excel, Contract Management, Cost Accounting, Cash Flow, Financial Reporting, Financial Analysis, Due Diligence, Auditing, Internal Controls
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2007
Master of Science, Taxation
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science, Accounting
Archbishop Molloy High School 1998 — 2002
Regents Diploma
AccentCare, Inc. July 2012 - Present
Zale Corporation August 2010 - July 2012
Workforce Solutions Greater Dallas March 2010 - September 2010
Red Bull July 2009 - February 2010
Allflex USA July 2008 - February 2009
McGladrey & Pullen, LLP August 2003 - June 2008
GSA 2001 - 2001
Skills
Financial Forecasting, Hyperion Planning, Essbase, Budgeting, Capital Projects, Systems Conversion, Strategic Planning, Cost Reduction Projects, Strategic Financial..., Staff Mentoring, Firm Valuation, General Ledger, ERP, Financial Analysis, Forecasting, Financial Modeling, IPO, SEC reporting, Audit, Consolidation, Internal Controls, Internal Audit, Due Diligence, Auditing, SEC filings, Accounting, Sarbanes-Oxley Act, Valuation, Financial Reporting, Billing Systems, Mergers & Acquisitions, Hyperion Enterprise, PeopleSoft, Budgets, Cost Accounting, Revenue Recognition, Financial Accounting, GAAP, US GAAP, Analysis, Financial Statements, Variance Analysis, Cash Flow, Corporate Finance, SEC Filings
Education
Texas Tech University - Rawls College of Business 1998 — 2003
Master of Science, Accounting
B2B CFO® May 2005 - Present
Orlimar Golf Company November 2000 - December 2002
McGladrey & Pullen, LLP November 1994 - November 2000
Coopers & Lybrand 1982 - 1986
Skills
Financial Forecasting, Accounting, Strategic Planning, Banking Relationships, Mergers, Business exit planning, Part-Time CFO Services, Cash-flow Management, Cash Management, Professional Services, Lean Manufacturing, Wholesale Operations, Financial Projection, Financial Policies &..., Internal Controls, Staff Management, Business Coaching, Risk Management, Financial Statements, Financial Ratio..., Working Capital..., Exit Strategies, Cash Flow Forecasting, Management, Budgets, Mergers & Acquisitions, Forecasting, Banking, Cash Flow, Finance, Business Planning, GAAP, Auditing, Managerial Finance, Restructuring, Executive Management, Analysis, Leadership, Strategic Financial..., Financial Analysis, Financial Reporting, Due Diligence, CPA, Financial Modeling, Financial Planning
Education
San Diego State University-California State University 1979 — 1981
BS, Business Administration
Aviation Financial Consulting, LLC April 2009 - Present
RSM McGladrey, Inc January 2007 - March 2009
McGladrey & Pullen, LLP January 2007 - March 2009
PRA International February 2006 - January 2007
Dassault Falcon Jet February 1990 - February 2006
Wiss & Company, LLP May 1987 - February 1990
Becher, Della Torre and Gitto June 1985 - May 1987
Skills
FAS 5, Tax, Corporate Tax, Aviation, US Tax, CPA, Sales Tax, Accounting, GAAP, Tax Accounting, Income Tax, FAS109, Tax Advisory, FIN 48, Management Consulting, General Aviation, Corporate Aircraft, Aircraft Acquisitions, Business Aviation, Private Aviation, Tax Law, Tax Research, State Tax, Finance, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, SEC filings, International Tax, Cash Management, Tax Preparation, Financial Reporting, Financial Accounting, US GAAP, Due Diligence, Financial Analysis, Restructuring
Education
Seton Hall University 1994 — 1996
Masters, Taxation
Rider University 1981 — 1985
BS in Commerce, Accounting
Brinker, Simpson & Company LLC November 2014 - Present
MDG, LLC June 2010 - November 2014
McGladrey & Pullen LLP August 2008 - April 2010
Morison Cogen LLP January 2005 - August 2008
Lawrence F Tornetta LTD December 1994 - January 2005
Skills
Auditing
Education
Ellis College of NYIT 2005 — 2007
Masters, Business Administration; Accounting
Albright College 2002 — 2004
Bachelors of Science, Accounting
Montgomery County Community College 1998 — 2002
Associates Degree, Accounting
2009State Board of AccountancyPennsylvania
CPA
Investinus Group May 2011 - Present
Re/Max Premier January 2006 - Present
Reece & Nichols Realtors October 2003 - January 2006
KPMG November 2000 - November 2001
McGladrey & Pullen, LLP January 1998 - November 2000
Skills
Buyer Representation, Residential Homes, Single Family Homes, Foreclosures, First Time Home Buyers, REO
Education
University of Kansas 1996 — 1997
Master of Arts (MA), Economics
Westminster College (MO) 1992 — 1996
Bachelor of Arts (BA), Economics
Payne & Smith, LLC May 2012 - Present
McGladrey & Pullen, LLP October 2001 - April 2012
Fisk & Robinson, P.C. January 1979 - September 2001
Rolator, Ducote & Belew, CPA's August 1977 - December 1978
Peat, Marwick & Mitchell June 1972 - July 1977
Skills
Audits and..., Accounting, Loans, Internal Controls, Auditing, Commercial Banking, GAAP, Banking, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, External Audit, Financial Accounting, US GAAP, Enterprise Risk...
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Accounting
Elliott Group CPAs, PLLC (formerly Whitfield Elliott, PLLC) 2012 - Present
BDO USA, LLP 2007 - 2012
McGladrey & Pullen, LLP 2001 - 2007
Arthur Andersen 1998 - 2001
Skills
Assurance, 401k, ERISA, Employee Benefit Plan..., Defined Benefit, 403(b) plans, 403 b, Audit support, Form 5500 preparation, Employee Benefits, Auditing, Audit process..., Engaging Speaker, Process innovation, Tax, Internal Audit, Due Diligence, CPA, GAAP, Financial Reporting, US GAAP, Corporate Tax, Tax Preparation, Tax Research, Internal Controls, Accounting, Financial Statements
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1996
BS, Accounting
Citrin Cooperman & Company, LLP June 2011 - Present
Eisman Zucker Klein & Ruttenberg LLP June 2002 - June 2011
McGladrey & Pullen LLP November 1999 - June 2002
Weber Lipshie & Co January 1990 - September 1995
Maurice Singer & Company February 1986 - December 1989
Skills
Accounting, Auditing, CPA, Corporate Tax, Due Diligence, Finance, High Net Worth..., Real Estate, Risk Management, Tax, Internal Controls, GAAP, Financial Reporting, Mergers & Acquisitions, SEC filings, Income Tax, Tax Preparation, Financial Services, Investments, Financial Analysis
Education
State University of New York College at Oswego 1983 — 1985
Bachelor's Degree, Accounting
Broome Community College - Binghamton NY 1979 — 1980
Binghamton, NY - Associates Degree, Accounting
Chowan University 1978 — 1979
Murfreesboro, NC, Accounting
Binghamton Central
Magic Leap, Inc. June 2015 - Present
The ADT Corporation May 2013 - May 2015
Prestige Cruise Holdings October 2011 - May 2013
Prestige Cruise Holdings August 2010 - October 2011
McGladrey & Pullen, LLP September 2006 - July 2010
Skills
Financial Reporting, Accounting, Internal Controls, SEC filings, GAAP, Auditing, External Audit, Financial Statements, Accounts Payable, Finance, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, CPA, General Ledger, Revenue Recognition, Account Reconciliation, Forecasting, SEC Financial Reporting, SEC Filings
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
BBA, Accounting, Finance
Workiva September 2015 - Present
Workiva August 2014 - Present
Merkle-Korff Industries October 2013 - July 2014
McGladrey & Pullen September 2006 - October 2013
Nisen & Elliott, LLC June 2003 - August 2006
McGladrey & Pullen, LLP January 2005 - April 2005
Skills
Auditing, GAAP, Accounting, Manufacturing, Financial Statements, Internal Controls, Financial Accounting, US GAAP, General Ledger, Sarbanes-Oxley Act, Sarbanes-Oxley, External Audit, Financial Reporting, SEC Filings, Management, Microsoft Excel, Account Reconciliation, Process Improvement, Accounts Payable
Education
University of Illinois at Chicago 2001 — 2006
BS, Accounting & Marketing
Greg W. Isley, CPA, PA January 2012 - Present
Elliott Davis 2010 - 2011
RSM McGladrey February 1999 - December 2009
McGladrey & Pullen, LLP July 1992 - December 2009
McGladrey & Pullen, LLP July 1987 - July 1992
McGladrey & Pullen, LLP July 1990 - June 1992
McGladrey & Pullen, LLP November 1983 - July 1987
Blue Cross and Blue Shield of North Carolina June 1983 - November 1984
Peat, Marwick, Mitchell & Co May 1981 - June 1983
Skills
Manufacturing, Accounting, Tax Research, Tax, Corporate Tax, Auditing, Healthcare, Distributors, Audits of Employee..., Entrepreneurial..., Federal Government..., Business Strategy, Construction Accounting, Financial Reporting, Finance, Strategy, Business Development, GAAP, SEC filings, Forensic Accounting, Tax Accounting, Tax Preparation, Partnership Taxation, Income Tax, CPA, Tax Returns, US GAAP, Financial Statements, Internal Controls, S Corporations, Financial Accounting, Business Valuation, Sarbanes-Oxley Act, Assurance, General Ledger, Fixed Assets, Mergers & Acquisitions, Due Diligence
Education
The University of Chicago 2000 — 2002
Certificate of Completion, Business Advisor
University of North Carolina at Greensboro 1977 — 1981
BS, Accounting
Reidsville Senior High 1974 — 1977
Standard Pacific Homes October 2013 - Present
Chas Roberts Air Conditioning, Inc. March 2008 - October 2013
Taylor Woodrow Homes November 2001 - December 2007
KPMG 1997 - 2001
McGladrey & Pullen, LLP 1996 - 1997
Skills
Due Diligence, Strategic Planning, Forecasting, Budgets, Mergers, GAAP, Financial Analysis, SEC filings, Financial Reporting, Internal Controls, Financial Modeling, Cash Management, Accounting, Auditing, Contract Management, General Ledger, Leadership, Management, Mergers, Risk Management, Training, SEC Filings
Education
University of Arizona 1989 — 1996
BSBA, Accounting, Entrepreneurship
Anderson, Kuiti & Asuma P.L.L.C. June 2015 - Present
Duluth Area Family YMCA January 2011 - Present
Cirrus Aircraft December 2008 - January 2011
Cirrus Design March 2008 - December 2008
MealTime March 2006 - July 2008
Plaza Holding Company, Inc March 2003 - August 2006
Maurices, Inc June 1996 - March 2003
McGladrey & Pullen, LLP January 1993 - July 1995
Skills
Financial Analysis, Financial Reporting, Accounting, General Ledger, Budgeting, Financial Planning, Cash Flow, Balance, P&L, Strategic Planning, Excel, Business Planning, Financial Modeling, Budgets, Microsoft Excel, Analysis, Variance Analysis, Strategic Financial..., Training, Nonprofits, Leadership, Customer Service, Fundraising, Public Speaking, Project Planning, Team Building, Income Statement, Management, Time Management, Finance, Marketing, Event Planning, Social Media, Internal Controls, Cross-functional Team..., Start-ups, Business Development, Human Resources, Retail, Coaching, Process Improvement, Leadership Development, Team Leadership
Education
University of Minnesota-Duluth 1989 — 1993
Bachelor's degree, Accounting
Duluth Central High School
Duluth Central High School
Nabors Completion and Production Services, a C&J Energy Services Company November 2011 - Present
Daniells Phillips Vaughan and Bock July 2007 - November 2011
Business Engine, Inc. December 2003 - July 2007
McGladrey & Pullen, LLP July 1995 - December 2003
Skills
Health, Wellness Coaching, Coaching, Fitness Industry, Networking, Leadership, Business Development, Small Business, Time Management, Management, Financial Reporting, Auditing, Internal Controls, Accounting, Budgets, Forecasting, CPA, Finance, Revenue Recognition, Financial Audits, US GAAP, Financial Accounting, Financial Analysis, Financial Statements, Strategic Planning, Strategic Financial..., Non-profits, Public Speaking
Education
The University of South Dakota 1992 — 1995
BSBA, Accounting
Ralph Lauren Corporation July 2013 - Present
Ralph Lauren Corporation November 2010 - July 2013
McGladrey & Pullen LLP September 2007 - March 2009
Skills
Financial Analysis, Financial Accounting, Microsoft Excel, US GAAP, Financial Reporting, Microsoft Office, Sarbanes-Oxley Act, Auditing, Process Improvement, Microsoft Word, Customer Service, Outlook, Accounting, SAP
Education
City University of New York-Herbert H. Lehman College 2002 — 2006
Bachelor of Science (B.S.), Accounting
City University of New York-Herbert H. Lehman College 2001 — 2006
Bachelor of Applied Science (BASc), Accounting
Siemens June 2009 - Present
McGladrey & Pullen, LLP November 2006 - October 2008
DGLF CPAs & Business Advisors July 2005 - November 2006
Deloitte & Touche, LLP November 2004 - July 2005
Skills
Accounting, Certified Public...
Education
University of Mississippi 2014 — 2017
Master of Business Administration (MBA)
University of North Alabama 1999 — 2001
Independent Freelance Accountant & Bookkeeper June 2009 - Present
Freelance Accountant/Bookkeeper On and Offsite Services for multiple business entities June 2009 - Present
RSM McGladrey November 2005 - February 2009
McGladrey & Pullen, LLP November 2005 - February 2009
MGT Works Construction June 2001 - October 2005
Private CPA Firm June 2000 - March 2001
Skills
Accounting, Internal Controls, GAAP, Tax, Auditing, Management, Financial Reporting, Financial Accounting, Sales Tax, Not for Profit, Account Reconciliation, Bank Reconciliation, Journal Entries, Accruals, Microsoft Office, Microsoft Excel, Visio, QuickBooks, Budget Forecasts, Profit & Loss Management, Cash Flow Forecasting, Cash Flow Analysis, Financial Analysis, Time Management, Sales Commissions, Cash Management, Accounts Payable, Cost Accounting, Risk Management, Control Testing, Payroll Services, Corporate Tax, Financial Statements, Sarbanes-Oxley Act, Internal Audit, Finance, Accounts Receivable
Education
City University of New York-Queens College 2002 — 2004
Bachelor of Arts, Accounting & Information Systems
Queen's College 2001 — 2004
Bachelor of Arts (BA), Accounting and Information Systems
Benchmark Senior Living April 2008 - Present
WinnCompanies October 2004 - March 2008
PricewaterhouseCoopers December 2000 - September 2004
McGladrey & Pullen, LLP July 1999 - November 2000
Freed, Maxick, Sachs & Murphy P.C. September 1994 - June 1999
Skills
Accounting, Budgeting, Cash Flow, Real Estate, Portfolio Management, Budgets, Accounts Receivable, Analysis, Business Planning, Cash Management, Financial Accounting, Financial Reporting, Forecasting, Management, Managerial Finance, Mergers & Acquisitions, Strategic Planning, Tax, Auditing, Due Diligence, Executive Management, Financial Analysis, Financial Modeling, Financial Statements, Valuation, Corporate Finance, Finance, Sarbanes-Oxley Act, Team Building, Leadership, Internal Controls
Education
St. Bonaventure University 1990 — 1994
BBA, Dual Major, Accounting/Finance
Monsignor Bonner High School 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance
MBAF CPAs, LLC April 2013 - Present
Shanholt Glassman Klein Kramer & Co. CPA February 2013 - April 2013
Marks Paneth & Shron LLP September 2011 - November 2012
McGladrey & Pullen, LLP November 2004 - September 2011
Friedman LLP January 1999 - October 2004
Grant Thornton, LLP November 1996 - December 1998
Pannell Kerr Forster PC August 1989 - October 1996
American Institute of Certified Public Accountants, Quality Control Review Division November 1985 - August 1989
Public Oversight Board March 1985 - November 1985
National CPA Group January 1984 - March 1985
Skills
CPA, Lecturing, Financial Accounting, Internal Controls, Auditing, Financial Audits, Accounting, SEC filings, GAAP, Budgets, US GAAP, Sarbanes-Oxley Act, Financial Statements, Assurance, Corporate Tax, Financial Reporting, Cost Accounting, Internal Audit, Tax, SEC Filings, Financial Analysis, Valuation
Education
SUNY Albany
Master of Science, Accounting
SUNY Albany
Bachelor of Arts, History
McGladrey October 2011 - Present
McGladrey & Pullen, LLP June 2003 - September 2011
Miller, Cooper & Co., Ltd. January 2002 - March 2002
Skills
Auditing, Assurance, Financial Statements, GAAP, CPA, Internal Controls, US GAAP, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, External Audit, Sarbanes-Oxley
Education
Northern Illinois University - College of Business 2002 — 2003
MAS, Accountancy
Northern Illinois University - College of Business 1998 — 2002
BS, Accounting
Pier 1 Imports September 2009 - Present
Pier 1 Imports December 2007 - September 2009
Pier 1 Imports October 2005 - December 2007
McGladrey & Pullen, LLP February 2003 - October 2005
Skills
Financial Statements, Auditing, Hyperion Enterprise, Financial Modeling, Accounting, Strategic Financial..., Due Diligence, Spreadsheets, Financial Reporting, Financial Accounting, Cash Management, Cash Flow Forecasting, Financial Audits, Microsoft Office, Internal Controls, Banking
Education
Tarleton State University
Bachelor of Business Administration, Accounting
Howard J. Segal CPA, P.C. January 2007 - Present
Polenberg & Segal LLP January 2005 - December 2006
McGladrey & Pullen LLP October 2000 - December 2004
Edward Isaacs & Company LLP June 1993 - October 2000
Skills
Accounting, Tax, Auditing, Corporate Tax, Financial Reporting, GAAP, Internal Controls, Income Tax, External Audit, CPA, Sarbanes-Oxley Act, Business Valuation, SEC filings, Hedge Funds, Internal Audit, Investments, Tax Preparation, Financial Audits, Managerial Finance, US GAAP, Financial Analysis, IFRS, Payroll, Partnership Taxation, Revenue Recognition, Strategic Financial..., Mergers, Financial Accounting, Tax Research, Due Diligence, Private Equity, QuickBooks
Education
City University of New York-Brooklyn College 1982 — 1988
Bachelor of Science (B.S.), Accounting
Crowe Horwath LLP January 2014 - Present
Public Company Accounting Oversight Board January 2011 - January 2014
McGladrey & Pullen LLP September 2008 - September 2010
McMaster-Carr Supply Co November 2005 - August 2008
Grant Thornton LLP February 1988 - November 2005
Skills
IPO, IFRS, COSO, Auditing, US GAAP, PCAOB standards, Sarbanes-Oxley Act, Internal Audit, SEC filings, Leadership, Accounting, CPA, Sarbanes-Oxley, Due Diligence, Assurance, Tax, Corporate Tax, Internal Controls, GAAP, External Audit
Education
Butler University - College of Business Administration 1984 — 1987
Bachelor's Degree, Accounting
Claire's Inc. August 2015 - Present
CDK Global July 2013 - July 2015
CDK Global September 2012 - July 2013
McGladrey LLP November 2010 - September 2012
Chicago Bread, LLC dba Panera Bread November 2003 - October 2010
McGladrey & Pullen, LLP January 2010 - April 2010
Skills
Auditing, GAAP, Financial Reporting, Account Reconciliation, Accounting, Assurance, Microsoft Office, Venture Capital, Variance Analysis, Journal Entries, Hyperion Enterprise, Financial Modeling, Forecasting, Spreadsheets, Microsoft Excel, General Ledger, Financial Analysis, Analysis, Audit, Financial..., SBIC's, SBA, Audit, Access, US GAAP, Accruals, Deadline Oriented, Essbase
Education
Northern Illinois University 2007 — 2010
Bachelors of Science, Accounting
Dubey Associates LLC May 2009 - Present
LifeLock 2010 - 2010
Grant Thornton January 2004 - May 2009
McGladrey & Pullen, LLP August 2002 - December 2003
CTX Corporation (Acquired by ManTech) May 2002 - August 2002
Argy, Wiltse & Robinson, P.C. January 1998 - February 2002
Skills
SOX, Financial Reporting, Auditing, SEC reporting, Audit, Accounting, Due Diligence, Manufacturing, Government Contracting, Internal Controls, Internal Audit, Cost Accounting, Financial Accounting, GAAP, Mergers, Compliance, General Ledger, US GAAP, Consolidation, Revenue Recognition, Cash Flow, CPA, Sarbanes-Oxley Act, Mergers & Acquisitions, External Audit
Education
University of Maryland - Robert H. Smith School of Business
BS, Accounting and Finance
University of Maryland University College
MS, Computer Systems Management
Ernst & Young, LLP September 2013 - Present
McGladrey & Pullen, LLP January 2012 - May 2012
Mueller Industries, Inc August 2011 - December 2011
Morgan Keegan & Company, Inc January 2011 - May 2011
Skills
Accounting, Auditing, Budgets, Assurance, Cost Accounting, Sarbanes-Oxley Act, External Audit, Public Speaking, Event Planning, Research, Social Media, Financial Accounting, Finance, Teamwork
Education
Rhodes College 2010 — 2012
Bachelor of Arts (B.A.), Business/Commerce, General
Wheaton College 2008 — 2009
The University of Memphis 2012 — 2013
Master of Science, Accounting
Clean Energy October 2013 - Present
Fisher & Paykel Healthcare January 2009 - June 2013
McGladrey & Pullen LLP January 2008 - July 2008
EZQuest November 2004 - December 2007
Skills
Excellent attention to..., Self-starter,..., Advance in Microsoft..., Financial Statements, Financial Analysis, Analytical Skills, Variance Analysis, Budgets, Auditing, Account Reconciliation, Journal Entries, Payroll, Microsoft Excel, Cash Flow
Education
California State University-Fullerton 2005 — 2007
Bachelor of Arts in Business Administration, Concentration in Accounting
California State University-Fullerton 2005 — 2007
Bachelor of Arts (B.A.), Accounting
Mayo Clinic (Current) August 2013 - Present
UnitedHealth Group June 2012 - August 2013
Mayo Clinic December 2009 - June 2012
McGladrey & Pullen, LLP January 2008 - September 2009
Citizens Community Federal April 2004 - December 2007
Skills
Accounting, Healthcare, Non-profits, Auditing, Financial Accounting, Audit, Compliance, Sarbanes-Oxley Act, Internal Controls, GAAP, Internal Audit, Financial Reporting, Process Improvement, Enterprise Risk..., Financial Analysis, Sarbanes-Oxley, Budgets, IT Audit, Analysis, CPA, Risk Management, HIPAA, Forecasting, Microsoft Excel, General Ledger, External Audit, SAS70, Tax, Risk Assessment, Data Analysis, Insurance, Microsoft Word, Strategic Financial..., Change Management, Microsoft Office, Team Building, Strategic Planning, Financial Audits, Hospitals, Business Analysis, Medical Compliance, Account Reconciliation, Revenue Cycle, Cost Accounting, Accounts Payable, Accounts Receivable, Variance Analysis, Financial Modeling, US GAAP, Project Planning
Education
University of Wisconsin-Eau Claire 2004 — 2008
Bachelor, Business Administration; Business Accounting, 3.77
Southern Cross University 2006 — 2006
University of Wisconsin-Stout 2003 — 2003
Business Administration
Ooma, Inc. July 2015 - Present
Shaklee Corporation June 2014 - July 2015
Shaklee Corporation 2013 - 2014
The Hershey Company 2012 - 2013
The Hershey Company 2011 - 2012
The Hershey Company 2009 - 2011
The Hershey Company 2008 - 2008
Gap, Inc. 2006 - 2007
McGladrey & Pullen, LLP 2003 - 2006
Skills
Brand Management, Market Research, Customer Insight, Cross-functional Team..., Marketing, Consumer Products, Competitive Analysis, Pricing Strategy, Segmentation, Strategy, Product Innovation, Business Strategy, Product Development, Marketing Research, Product Marketing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration (MBA), Marketing Management, International Business
University of California, Los Angeles
Bachelor of Arts (B.A.), Business-Economics, B.A. East Asian Studies, Accounting Minor
NC Division of Vocational Rehabilitation August 2015 - Present
H&R Block December 2010 - Present
Carolina Outreach, LLC 2013 - 2014
McGladrey & Pullen LLP September 2005 - May 2009
Viacom Inc January 2004 - June 2004
Skills
GAAP, Accounting, SEC filings, Tax Accounting, CPA, Tax Research, Tax, US GAAP, Auditing, Financial Reporting, Financial Statements, Assurance, General Ledger, Internal Controls, Tax Preparation, Accounts Payable, Income Tax, Due Diligence
Education
Fayetteville State University 2011 — 2014
MA, Psychology
City University of New York-Baruch College 2001 — 2005
BBA, Accounting
Beam, Inc. September 2012 - Present
Beam September 2011 - September 2012
Fortune Brands September 2009 - September 2011
McGladrey & Pullen, LLP September 2005 - August 2009
Morningstar February 2003 - April 2004
Skills
Auditing, General Ledger, Sarbanes-Oxley Act, Variance Analysis, Internal Controls, Financial Analysis, Internal Audit, Accounting, Financial Statements, Financial Reporting, Account Reconciliation, Management, Budgets, Finance
Education
University of Illinois at Chicago 2000 — 2005
MSA, Accounting
SecurityCoverage, Inc. July 2015 - Present
SecurityCoverage, Inc. November 2013 - June 2015
SecurityCoverage, Inc. May 2006 - November 2013
McLeodUSA Incorporated March 1997 - May 2006
McGladrey & Pullen, LLP September 1991 - March 1997
Skills
Financial Analysis, Strategic Planning, Forecasting, Mergers, Accounting, Cash Management, Financial Reporting, Mergers & Acquisitions, Budgets, Poker, Finance, Accounts Payable, Auditing, Banking, Management, Account Management
Education
Truman State University 1986 — 1991
BS and Masters, Accounting
UCare August 2013 - Present
Endo Health Solutions (Acquired American Medical Systems - June 2011) October 2007 - August 2013
ATK April 2005 - October 2007
ATK April 2002 - March 2005
Conseco Finance Corporation 2001 - 2002
McGladrey & Pullen, LLP 1997 - 2001
Skills
Sarbanes-Oxley Act, Auditing, Financial Reporting, Variance Analysis, Accounting, Sarbanes-Oxley, Financial Analysis, Internal Controls, Risk Management, Financial Modeling, Analysis, Internal Audit, Cross-functional Team..., Forecasting, Finance, Enterprise Risk..., JD Edwards, Due Diligence, Strategic Financial..., GAAP, Financial Audits, External Audit, Business Planning, Process Improvement, Financial Risk, US GAAP, Risk Assessment, CPA, SEC filings, Managerial Finance, Hyperion Enterprise, Financial Accounting, Management, Leadership, General Ledger
Education
University of Minnesota - Carlson School of Management 2004 — 2008
MBA, Finance
Winona State University 1995 — 1997
BS, Accounting
Eagle Seven July 2012 - Present
Eagle Seven April 2010 - June 2012
McGladrey & Pullen, LLP November 2007 - April 2010
Nicholas Mirzabegian, CPA January 2005 - September 2008
Morrison & Morrison, Ltd. July 2005 - 2007
Chicago Bancorp, Inc. October 2003 - July 2005
Skills
Financial Reporting, Financial Modeling, Finance, Accounting, Foreign Exchange, Financial Analysis, Trading, Proprietary Trading, Hedge Funds, Electronic Trading, Trading Systems, Derivatives, FINRA, Financial Services, Equities, Options, CPA
Education
University of Illinois at Chicago 1999 — 2003
B.S., Accounting
Western Michigan University 1998 — 1999
Value Consulting Group, Inc. January 2010 - Present
University of St. Thomas 2002 - May 2009
Baker Tilly Virchow Krause, LLP November 1999 - November 2003
Schmidt Financial, Inc. July 1998 - November 1999
Larson Allen Weishair January 1996 - July 1998
Allen, Weishair & Co., LLP January 1996 - January 1998
McGladrey & Pullen, LLP January 1993 - January 1995
Skills
Valuation, Business Valuation, Litigation Support, Expert Witness, ESOP, Management Consulting, Shareholder Disputes, Mergers, Estate Planning, Financial Modeling, Alternative Dispute..., Litigation, Venture Capital, Small Business, Mediation, Forensic Accounting, Shareholder, Restructuring, Bankruptcy, Private Equity, Arbitration, Finance, Acquisitions, Corporate Governance, Strategy, Corporate Finance, Accounting, Business, Strategic Financial..., CPA, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 1989 — 1991
MBA, Finance
Ripon College 1985 — 1989
BA, Business Mgmt., Spanish
Minnetonka High School 1982 — 1985
Ryan Companies US, Inc. February 2013 - Present
Ryan Companies US, Inc. September 2011 - January 2013
Minnesota State Fair 2003 - 2012
McGladrey & Pullen, LLP January 2004 - March 2011
Skills
Account Reconciliation, Accounting, Auditing, Customer Service, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, Project Management, General Ledger, Internal Controls, Budgets, Financial Statements
Education
St. Catherine University 2000 — 2003
Canfield Companies June 2008 - Present
McGladrey & Pullen, LLP December 2003 - June 2008
Pulakos & Alongi, Ltd. 2001 - 2003
Skills
CPA
Education
University of Nebraska-Lincoln 1996 — 2001
Master of Professional Accountancy
McGladrey LLP March 2012 - Present
McGladrey February 2005 - March 2012
Aveda Corporation July 2001 - January 2005
McGladrey & Pullen, LLP September 1994 - June 2001
Skills
Accounting, Budgeting, Audit, Auditing, Forecasting, Financial Analysis
Education
St. Cloud State University 1997 — 2001
BS, Accounting
Robinson, Farmer, Cox Associates (RFC) September 2015 - Present
Vaco March 2015 - September 2015
Robinson, Farmer, Cox Associates October 2012 - March 2015
Vaco April 2010 - September 2012
City of Richmond August 2009 - April 2010
McGladrey & Pullen, LLP October 2007 - March 2009
KRG&G, LLP August 2005 - August 2007
ABC Fine Wine & Spirits July 2002 - March 2005
Skills
Auditing, Financial Reporting, Account Reconciliation, Financial Statements, Accounting, Journal Entries, CPA, GAAP, SEC Filings, Financial Accounting, Management, Sarbanes-Oxley Act
Education
University of Central Florida - College of Business Administration 2003 — 2005
BSBA, Management Information Systems
University of Central Florida - College of Business Administration 1993 — 1997
BSBA, Accounting
McGladrey & Pullen, LLP August 2006 - Present
Deloitte & Touche, LLP September 2004 - August 2006
Education
The University of South Dakota 1999 — 2004
Hartford Steam Boiler July 2015 - Present
Yale New Haven Health System March 2013 - June 2015
Yale University November 2012 - March 2013
Yale University February 2012 - October 2012
Yale University October 2008 - January 2012
McGladrey & Pullen, LLP January 2006 - October 2008
McGladrey & Pullen, LLP January 2004 - April 2004
Skills
Internal Audit, Financial Analysis, Sarbanes-Oxley Act, Policy, GAAP, Financial Audits, Business Planning, Process Improvement
Education
The University of South Dakota 2013 — 2016
Master of Business Administration (M.B.A.), Health Services Administration, 3.75 GPA
University of Connecticut 2006 — 2007
MS, Accounting, 3.44 GPA
University of Connecticut 2001 — 2005
BS, Accounting
McGladrey LLP September 2008 - Present
McGladrey & Pullen, LLP May 2007 - July 2007
Center for Survey Research and Analysis 2005 - 2006
Skills
Financial Reporting, GAAP, Accounting, SEC Financial Reporting, Sarbanes-Oxley, Audit Management, Data Analysis, SEC filings, Microsoft Word, Microsoft Excel
Education
University of Connecticut 2008 — 2010
MS, Accountancy
University of Connecticut 2004 — 2008
BS, Accounting
Cable USA LLC 2006 - Present
SmartDisk Corporation 2000 - 2006
Fischer International Systems Corporation 1999 - 2000
Coastal Health Management Services, Inc. 1998 - 1999
Four Seasons Housing, Inc. 1996 - 1997
McGladrey & Pullen, LLP 1996 - 1996
Fapco, Inc. 1988 - 1996
Owens-Illinois Closure Division 1987 - 1988
Skills
Management, Manufacturing, Leadership, Security, Networking, Process Improvement, Lean Manufacturing, Cross-functional Team..., Customer Service, Account Management
Education
University of Notre Dame 1993 — 1995
Master of Business Administration (MBA)
Purdue University 1982 — 1986
Bachelor of Science (BS), Technology
McGladrey & Pullen LLP August 2006 - January 2009
Education
Central Washington University 2001 — 2006
McGladrey & Pullen September 2006 - Present
McGladrey & Pullen, LLP 2006 - 2008
Education
Providence College 2002 — 2006
Radiation Detection Technologies October 2014 - Present
Varney & Associates, CPAs December 2008 - October 2014
McGladrey, LLP December 2007 - October 2008
McGladrey & Pullen, LLP June 2007 - August 2007
Skills
Auditing, Tax Returns, GAAP, CPA, ProSystem fx Tax, Payroll Taxes, Financial Statements, Tax Preparation, S Corporations, Financial Accounting, Corporate Tax, QuickBooks, Income Tax, Accounting, Tax, ProSystem fx Engagement, Compilation, Financial Reporting, Creative Solutions, Review, Construction Accounting, Internal Controls, Government Contracting, DCAA
Education
University of Central Missouri 2005 — 2007
Masters of Arts, Accounting
Central Missouri State University 2001 — 2005
Bachelor of Science in Business Administration, Accounting
Levi Strauss & Co. January 2015 - Present
Levi Strauss & Co. October 2013 - January 2015
Milgard Manufacturing April 2012 - September 2013
McGladrey & Pullen, LLP 2007 - April 2012
PricewaterhouseCoopers 2004 - 2007
Skills
Auditing, Internal Audit, Internal Controls, US GAAP, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Financial Accounting, Accounting, Revenue Recognition, External Audit, Financial Statements, GAAP, Assurance, Financial Analysis, Sarbanes-Oxley, General Ledger, Cost Accounting, Fixed Assets, Variance Analysis, Cash Flow, Big 4, Consolidation, Lean Management, Lean Facilitation, Government Accounting, SAP ERP, SEC Filings
Education
University of Southern California - Marshall School of Business 1990 — 1994
BS, Finance
University of Nevada-Las Vegas - College of Business 2001 — 2003
BS, Accounting, Cum Laude
PwC January 2014 - Present
Petway, Mills & Pearson, PA January 2012 - January 2014
Atlantic Financial Consulting May 2006 - December 2011
McGladrey & Pullen, LLP November 2004 - May 2007
KPMG, LLP October 2002 - November 2004
Skills
Management Consulting, Internal Controls, Accounting, Management, Business Process..., Physicians, Auditing, CPA, Insurance, Financial Reporting, Healthcare, Financial Accounting
Education
University of North Carolina at Wilmington 1995 — 1999
Masters of Science in Accountancy
Chapel Hill High
NCSU
NCSU
NCSU
Pete Lien & Sons, Inc. 2006 - Present
Coca-Cola Bottling Co. September 2004 - March 2006
McGladrey & Pullen, LLP 2000 - 2004
Skills
Fixed Assets, US GAAP, Accruals, Project Accounting, External Audit, Financial Audits, Fixed Asset Management, IFRS, Sales & Use Tax, Bank Reconciliation, Great Plains Software, Corporate Tax
Education
University of Nebraska-Lincoln 1995 — 1999
BS, Accounting
Nuveen Investments July 2014 - Present
Nuveen Investments August 2010 - July 2014
Jump Trading 2008 - 2010
McGladrey & Pullen, LLP 2005 - 2008
Education
University of Illinois at Chicago 2004 — 2005
Master's of Science, Accounting
University of Illinois at Urbana-Champaign 1998 — 2002
Carmel High School
Carmel High School
Moelis & Company January 2015 - Present
Moelis & Company October 2012 - Present
Morgan Stanley July 2007 - October 2012
McGladrey & Pullen, LLP January 2006 - July 2007
McGladrey & Pullen January 2005 - April 2005
Skills
Financial Reporting, Financial Analysis, Accounting, US GAAP, Auditing, Financial Accounting, Internal Controls, GAAP, Financial Statements, Financial Modeling, SEC Filings, Financial Risk, General Ledger, Corporate Finance, CPA, Account Reconciliation, Management
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
BS, Accounting
Good News Financial, Inc. An Independent Firm November 2001 - Present
H-B Financial Services, Ltd. November 2000 - November 2001
McGladrey & Pullen, LLP August 1998 - November 2000
Education
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Accountancy
Nonni's Foods LLC September 2014 - Present
Hyatt Hotels Corporation March 2013 - August 2014
Hyatt Hotels Corporation October 2011 - March 2013
Hyatt Hotels Corporation November 2010 - October 2011
McGladrey & Pullen, LLP November 2003 - November 2010
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Baltimore Gas & Electric July 2012 - Present
Washington Gas October 2010 - July 2012
T. Rowe Price January 2008 - September 2010
ComputerTraining.com May 2006 - January 2008
McCormick & Company, Inc. September 2005 - May 2006
PricewaterhouseCoopers October 2003 - September 2005
McGladrey & Pullen, LLP 2002 - 2003
Rosen, Sapperstein & Friedlander, Chartered (RS&F) 2000 - 2002
Skills
CPA, SEC filings, Accounting, General Ledger, 10Q, PeopleSoft, 10K, Journal Entries, Monthly Close, Sarbanes-Oxley Act, GAAP, Financial Reporting, US GAAP, Internal Controls, Auditing, Financial Analysis, Financial Accounting, Sarbanes-Oxley, Tax, Internal Audit, Variance Analysis
Education
State University of New York at Albany 1996 — 2000
Bachelor of Science, Accounting
State College Motors October 2014 - Present
Videon Central October 2012 - October 2014
SafeNet August 2010 - September 2012
McGladrey & Pullen, LLP December 2007 - January 2011
Aronson & Company January 2005 - December 2007
Skills
Sarbanes-Oxley, Leadership, Financial Accounting, Account Reconciliation, Revenue Recognition, Financial Statements, Cash Flow Forecasting, Internal Controls, Variance Analysis, CPA, Internal Audit, GAAP, US GAAP, General Ledger, Auditing, Finance, Financial Reporting, Budgets, Accounting, Payroll, Microsoft Excel, Financial Analysis, Accounts Payable, Sarbanes-Oxley Act, Tax, Process Improvement, Accounts Receivable
Education
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Accounting
McGladrey & Pullen, LLP
Skills
Not for Profit, Accounting, Tax, Financial Reporting, GAAP, Internal Controls, CPA, Strategy
Education
University of Illinois at Chicago
McGladrey January 2005 - Present
McGladrey & Pullen, LLP 2004 - Present
BDO USA, LLP 2001 - 2005
Skills
Exempt Organization..., CPA, Tax, Accounting, Not for Profit, Internal Controls, Auditing, Financial Reporting, Corporate Tax, Nonprofits, Tax Advisory, US GAAP, Financial Analysis, Financial Accounting, Management
Education
University of Maryland College Park 2004 — 2007
Bachelor of Arts Economics, Economics
University of Maryland College Park 1985 — 1987
B.A., Economics
Fannie Mae September 2010 - July 2015
McGladrey & Pullen, LLP January 1999 - May 2010
Center for Strategic and International Studies (CSIS) October 1990 - January 1999
Skills
Accounting, Auditing, Financial Reporting, SOX Compliance, Management, Internal Controls, Process Improvement, Finance, GAAP, Data Analysis, Financial Statements, Financial Analysis, Financial Accounting, PeopleSoft, Deltek
Education
State University of New York College at Geneseo 1986 — 1990
Bachelor of Science (BS), Accounting
J.A. Walter Consulting, LLC November 2013 - Present
KPMG LLP (Retired) June 2012 - November 2013
McGladrey & Pullen, LLP July 2011 - June 2012
Ryan 2002 - 2011
Deloitte & Touche 2002 - 2002
Arthur Andersen 1997 - 2002
KPMG 1993 - 1997
Education
Northwestern University
Post-Baccalaureate Certificate in Accounting
University of Illinois at Urbana-Champaign
Bachelor of Science
INRIX, Inc. 2012 - 2014
DigitalGlobe, Inc. 2008 - 2011
McGladrey & Pullen, LLP 2006 - 2008
PricewaterhouseCoopers, LLP 2003 - 2006
PricewaterhouseCoopers LLP 2001 - 2003
PricewaterhouseCoopers LLP 2000 - 2000
Skills
Revenue Recognition, SEC reporting, Consolidation, Internal Controls, SOX, Accounting Research, Technical Accounting, Auditing, SEC filings, Accounting, Sarbanes-Oxley Act, Budgets, GAAP, Financial Statements, SEC Filings
Education
University of Colorado at Boulder - Leeds School of Business 1996 — 2001
Bachelor of Science, International Business of Finance
Boulder High School 1992 — 1996
Wilmington Health Associates April 2009 - Present
McGladrey & Pullen, LLP September 2001 - April 2009
Education
University of North Carolina at Wilmington 1999 — 2001
Citrin Cooperman & Company, LLP November 2011 - Present
RSM McGladrey October 2007 - November 2011
McGladrey & Pullen, LLP October 2007 - November 2011
Goldstein Golub Kessler LLP December 1994 - October 2007
American Express Tax and Business 2005 - 2007
Education
University of Cincinnati College of Business 1998 — 2002
BBA, Accounting & Finance
Morton Alan Haas & Co. September 2009 - Present
McGladrey & Pullen, LLP September 2007 - February 2009
Education
University of San Diego 2003 — 2007
McKinsey & Company April 2014 - Present
KPMG LLP January 2011 - March 2014
Alberto Culver November 2009 - January 2011
McGladrey & Pullen, LLP September 2005 - November 2009
Skills
Internal Controls, Auditing, Financial Reporting, Accounting, Financial Modeling, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Corporate Finance, Business Process..., SEC filings, US GAAP, Sarbanes-Oxley, Finance, Internal Audit, Process Improvement, IFRS, Assurance, GAAP
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
MSA, Accounting - Auditing
University of Notre Dame 2000 — 2004
BBA, Accounting
Deloitte & Touche, LLP September 2010 - Present
University of Illinois August 2009 - August 2010
James Gong December 2007 - August 2009
McGladrey & Pullen, LLP June 2008 - August 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Master of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelors, Accountancy
Lincoln Savings Bank May 2008 - Present
McGladrey & Pullen, LLP September 2005 - May 2008
Skills
Internal Controls, Auditing, Financial Analysis, Financial Reporting, Finance, Accounting, Banking, Financial Accounting
Education
University of Northern Iowa 2000 — 2005
BA, Accounting
Tate Engineering Systems, Inc October 2014 - Present
Tate Engineering Systems, Inc August 2012 - October 2014
Ann's House of Nuts, Inc. June 2011 - August 2012
McGladrey & Pullen, LLP January 2010 - May 2012
RSM McGladrey 2008 - 2009
Skills
Auditing, Financial Reporting, US GAAP, Financial Statements, Financial Accounting, Financial Analysis
Education
Towson University 2005 — 2009
BS, Accounting
The Williard Law Firm, L.P. 2012 - July 2014
Wrinkle, Gardner & Co., P.C. 2012 - 2012
McGladrey & Pullen, LLP 2011 - 2012
various 2008 - 2011
Alliantgroup 2005 - 2008
Skills
Tax, Accounting, Commercial Litigation, CPA, Due Diligence, Employee Benefits, Estate Planning, Financial Analysis, International Tax, Partnership Taxation, Litigation, Tax Advisory, Tax Returns
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Accounting
University of Houston Law Center 2000 — 2003
JD, Law
University of Houston 1994 — 1998
B.S.
Rentech Nitrogen January 2007 - Present
McGladrey & Pullen, LLP June 1998 - January 2007
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Auditing, Finance, Financial Audits, Budgets, Financial Analysis, Analysis, SEC filings, Forecasting, Management, Financial Reporting, Due Diligence, Cash Flow, SEC Filings, Internal Audit
Education
University of Northern Iowa 1994 — 1998
BA, Accounting
McDonald's Corporation April 2006 - Present
University of North Carolina at Chapel Hill August 2004 - April 2006
McGladrey & Pullen, LLP August 1998 - August 2004
Skills
Financial Analysis, Budgets, Management, Strategic Planning, Finance, Financial Reporting
Education
University of North Carolina at Wilmington 1992 — 1998
BS & MS, Accounting
McGladrey & Pullen, LLP September 2007 - Present
Education
University of San Diego 2003 — 2007
BAC, Accounting
Spring Forward Financial, L.L.C. January 2013 - Present
Pritzker Realty Group March 2000 - December 2012
McGladrey & Pullen, LLP January 1995 - March 2000
The Balcor Company January 1984 - January 1994
B.L. Rosenberg & Company January 1983 - January 1984
Skills
Accounting, Budgeting, Financial Analysis, SEC reporting, Tax, Forecasting, Financial Modeling, Real Estate, Financial Reporting, Auditing, Finance, Financial Statements, Investments, Due Diligence, Asset Management, Budgets, SEC filings, Cash Flow, Cash Management, Property Management
Education
Certified Public Accountant State of Illinois
University of Illinois at Chicago
Bachelor of Science, Accounting
Gordon Flesch Company January 2014 - Present
Dean Health Plan, Inc. October 2012 - January 2014
Dean Health Plan, Inc. August 2011 - October 2012
McGladrey & Pullen, LLP April 2008 - August 2011
Ernst & Young January 2006 - April 2008
Skills
Financial Reporting, GAAP, Internal Controls, Accounting, Audit, SOX
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
MAC, Accounting
BNY Mellon November 2010 - Present
BDO USA, LLP December 2010 - October 2011
McGladrey & Pullen October 2005 - July 2009
McGladrey & Pullen, LLP October 2005 - July 2009
Skills
Hedge Funds, US GAAP, GAAP, SEC filings, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, Financial Statements, Fund Accounting, IFRS
Education
City University of New York-Queens College 2001 — 2005
BA, Accounting
Queens College
UNC Health Care July 2015 - Present
UNC-General Administration February 2015 - June 2015
University of North Carolina at Chapel Hill May 2012 - February 2015
RTI International July 2010 - May 2012
UNC Office of Sponsored Research December 2008 - July 2010
McGladrey & Pullen, LLP September 2007 - November 2008
SunTrust Bank July 2004 - July 2006
Skills
Accounting, Financial Reporting, Microsoft Office, Audit, Non-profits, Financial Analysis, Budgeting, General Ledger, Event Planning, Accounts Payable, Customer Relations, Accounts Receivable, Quickbooks, Forecasting, Compliance, Customer Service, Internal Controls, Process Improvement, Problem Solving, Budgets, QuickBooks, Financial Statements, Microsoft Excel, Requirements Gathering, Requirements Analysis, Business Requirements, Business Analysis, Business Process Mapping, Account Reconciliation, Billing Process, Grant Administration, External Audit, Retirement Benefits, Tax Reporting, Personal Income Tax..., Fund Accounting, 1099 Preparation, Not for Profit, 10 Key, Deltek, Cognos, Analysis, Auditing
Education
University of North Carolina at Wilmington 2006 — 2007
Masters of Science in Accountancy, Audit / Accounting Information Systems
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Arts, Psychology
Daktronics January 2011 - Present
Cloud Peak Energy November 2009 - August 2010
Rio Tinto Energy America November 2007 - November 2009
Rio Tinto Energy America February 2007 - November 2007
Rio Tinto Energy America November 2003 - February 2007
Kennecott Energy Company April 2002 - April 2004
McGladrey & Pullen, LLP November 1992 - December 2001
Skills
Accounting
Education
The University of South Dakota 1989 — 1992
BS, Accounting
Pamela I. Burger, CPA May 2004 - Present
McGladrey, Inc. 2000 - 2003
McGladrey & Pullen, LLP October 1995 - February 2000
Skills
Software Implementation, Quickbooks, Accounting, Financial Accounting, Great Plains Software
Education
San Diego State University-California State University 1992 — 1995
Bachlor of Science in, Accounting
McGladrey March 2015 - Present
LeClairRyan December 2013 - March 2015
LeClairRyan September 2011 - December 2013
McGladrey & Pullen, LLP September 2005 - August 2011
Andrews Hooper and Pavlik, PLC January 2004 - September 2005
Andrews Hooper and Pavlik, PLC January 2002 - April 2003
Red Hawk Golf Club June 1999 - October 2002
Skills
Audit, Accounting, Financial Reporting, Employee Benefits, GAAP, Internal Controls, General Ledger, US GAAP, Financial Accounting, QuickBooks, External Audit, Assurance, Financial Statements, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Accounts Payable, CPA, Auditing, Accounts Receivable
Education
Saginaw Valley State University 1999 — 2003
Bachelor of Professional Accountancy, Accounting
FXCM September 2009 - Present
McGladrey & Pullen, LLP December 2003 - March 2009
Roth & Company, LLP January 2000 - January 2003
Skills
Internal Controls, Internal Audit, QuickBooks, Auditing, Accounting, GAAP, Hedge Funds, Financial Statements, SEC filings, Financial Audits, CPA, US GAAP, Tax, Tax Preparation, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Finance
Education
Touro College 1997 — 2000
BS, Accounting
Touro College 1995 — 1999
BS, Accounting
O.F. Mossberg & Sons, Inc. November 2009 - Present
Intergrated Resources Holdings, Inc. December 2007 - November 2009
McGladrey & Pullen, LLP December 2003 - December 2007
Skills
Financial Reporting, Internal Controls, Auditing, US GAAP, Accounting, Financial Analysis, GAAP, Financial Accounting, Financial Audits, Sarbanes-Oxley Act
Education
Quinnipiac University - School of Business 2004 — 2010
MBA, Management
Southern Connecticut State University 1986 — 1990
BS, Accounting
GCB Associates November 2010 - Present
Gleim Publications August 2009 - October 2010
McGladrey & Pullen, LLP September 2007 - April 2009
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Tax, QuickBooks, CPA, Financial Statements, IFRS, Internal Audit, Financial Audits, GAAP, Financial Accounting, Sarbanes-Oxley Act, Finance, SEC filings, US GAAP, Account Reconciliation, Variance Analysis, Accounts Payable
Education
University of Central Florida - College of Business Administration 2010 — 2012
MBA, Accounting concentration
University of Florida 2002 — 2006
BS, Accounting
3M January 2015 - Present
AgriBank, FCB February 2011 - January 2015
AgriBank, FCB May 2006 - June 2011
McGladrey & Pullen, LLP September 2001 - May 2006
Skills
Financial Reporting, Financial Analysis, Essbase, Hyperion Enterprise, Internal Controls, Accounting, Auditing, Financial Statements, GAAP, Internal Audit, General Ledger, Budgets, Finance, SEC filings, CPA, Analysis, SEC Filings, Sarbanes-Oxley Act
Education
St. Cloud State University 1999 — 2001
BA, Accounting
University of Minnesota-Twin Cities 1997 — 1999
St. Cloud State University
Bachelor of Science, Accounting
Mondelēz International October 2012 - Present
Kraft Foods June 2012 - October 2012
McGladrey & Pullen, LLP November 2009 - April 2012
Kraft Foods April 2008 - October 2009
Hammer's Auto & Truck Repair January 1999 - May 2007
Dr. D.C. Palmquist D.C. February 1997 - June 1999
Skills
Tax, Account Reconciliation, Accounts Payable, QuickBooks, International Tax
Education
Northern Illinois University 2006 — 2009
Bachelor, Accounting
Trapeze Group August 2014 - Present
McGladrey & Pullen, LLP September 2010 - August 2014
Verizon Business December 2006 - September 2010
U of I Hospitals April 2005 - December 2006
North Liberty Family Care April 2001 - April 2005
UIHC January 1997 - April 2001
Skills
Active Directory, Windows Server, Cisco Technologies, TCP/IP, DNS, VMware, Servers, Switches, DHCP, Firewalls, VMware ESX, XP, Microsoft Office, Windows, Troubleshooting, Operating Systems, Unix, SQL, System Administration, Hardware, Networking
Education
New Horizon's Computer Learning Center 2004 — 2005
Microsoft Systems Administrator/Cisco
University of Iowa 1992 — 1995
Bernard Robinson & Company, LLP July 2013 - Present
Bernard Robinson & Company, LLP March 2010 - July 2013
McGladrey & Pullen, LLP January 1993 - May 2009
Skills
Accounting, Tax, GAAP, Auditing, US GAAP, CPA, Corporate Tax, Income Tax, Tax Preparation, Partnership Taxation, Tax Research
Education
University of North Florida - College of Business Administration 1974 — 1981
BBA, BA, Accounting, Public Administration and Political Science
Capstone Tax & Accounting Inc. August 2014 - Present
Kauffman Center for the Performing Arts May 2014 - February 2015
Ticket Solutions, Inc August 2013 - May 2014
McGladrey October 2009 - July 2013
McGladrey & Pullen, LLP October 2009 - July 2013
Co June 2008 - October 2009
Grossbard & Associates June 2007 - June 2008
Drake, Liles & Richardson, LLP January 2006 - May 2007
University of Illinois January 2001 - January 2001
Skills
Auditing, QuickBooks, Fixed Assets, GAAP, Bookkeeping, Financial Statements, General Ledger, Accounting, Payroll, Audit, Journal Entries, Financial Audits, Assurance, CPA, Financial Reporting, US GAAP, External Audit, Financial Accounting, Variance Analysis, Bank Reconciliation, Invoicing, Accruals, Accounts Payable, Accounts Receivable, Account Reconciliation, Consolidated Financial..., Full-Charge Bookkeeping, Tax Preparation, Payroll Services, Payroll Taxes, Tax, Financial Analysis, Tax Returns, Income Tax
Education
University of Phoenix 2003 — 2006
B.S., Accounting
University of Phoenix 2003 — 2006
Bachelor of Science, Business Accounting
SDI June 2012 - Present
Harrahs Chester Casino and Racetrack November 2010 - June 2012
McGladrey & Pullen, LLP September 2008 - November 2010
Aqua America July 2006 - September 2008
SEARS ROEBUCK September 2003 - August 2008
Skills
Accounting, GAAP, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, Financial Statements, Financial Analysis, Financial Accounting, General Ledger, PeopleSoft, Consolidation, Variance Analysis, Payroll, Account Reconciliation
Education
TEMPLE UNIVERSITY, Fox School of Business 2004 — 2008
Bachelor, Business Administration; Accounting
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Accounting
Kinney & Associates, PLLC September 2011 - Present
McGladrey & Pullen, LLP 2008 - 2011
Education
University of North Carolina at Charlotte 2007 — 2008
Master of Accountancy
University of Mississippi 2003 — 2007
Bachelor of Accountancy
Sony/ATV Music Publishing November 2010 - Present
McGladrey & Pullen, LLP September 2007 - November 2010
CBS Corporation November 2006 - July 2007
Citigroup January 2004 - November 2006
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, Public Accounting
American Association of Nurse Anesthetists May 2012 - December 2013
Grubb & Ellis Company 1997 - 2009
McGladrey & Pullen, LLP 1995 - 1997
The Balcor Company 1988 - 1994
Schwartz, Frumm & Millman 1984 - 1988
Skills
Financial Reporting, Accounts Payable, Fixed Assets, Accounting, Financial Analysis, Project Management, Budgets, SEC filings, Financial Accounting, Internal Controls, Variance Analysis, GAAP, CPA, Account Reconciliation, General Ledger, SEC Filings, Management
Education
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Accounting
Lohman Company, PLLC January 2012 - Present
Lohman Company, PLLC 2001 - 2008
Lohman Company, PLLC 2001 - 2008
McGladrey & Pullen LLP 1998 - 2000
Education
Black Hills State University 1968 — 1971
Bachelor of Science, Major: Physical Education; Minor: Business
Pitney Bowes 2010 - Present
MCGLADREY & PULLEN, LLP 2007 - 2010
Skills
Internal Audit, Accounting, Financial Reporting, Compliance, SOX, Risk Assessment, External Audit, US GAAP, Management, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, GAAP, Internal Controls, Auditing, Financial Statements, General Ledger, CPA, Financial Audits
Education
St. John's University, The Peter J. Tobin College of Business
Master of Science, Public Accounting
The Bar Method October 2012 - Present
Mitchell International June 2013 - April 2014
McGladrey October 2012 - June 2013
McGladrey & Pullen, LLP June 2011 - August 2011
Skills
US GAAP, GAAP, Internal Controls, CPA, SEC filings, Accounting, Sarbanes-Oxley Act, Auditing, QuickBooks
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
MCGLADREY & PULLEN, LLP October 2008 - June 2010
MEASUREMENT SPECIALTIES INC. June 2007 - August 2007
Ministry of Economic Affairs, Small & Medium Enterprise (SME) Administration, Taiwan September 2004 - April 2006
PRICEWATERHOUSECOOPERS September 2002 - August 2004
Skills
Financial Reporting, Internal Controls, Auditing, Financial Analysis, Finance, Tax, Corporate Finance, Financial Statements, Financial Audits, Cash Flow, GAAP, Analysis, General Ledger, Due Diligence, Management, Accounts Payable, Business Valuation, Assurance, Income Tax, Financial Modeling, Revenue Recognition, Variance Analysis, QuickBooks, Managerial Finance, Forecasting, Account Reconciliation, SEC filings, Enterprise Risk..., Big 4, Strategic Financial..., CPA, Microsoft Excel, US GAAP, Sarbanes-Oxley
Education
The College of William and Mary - The Mason School of Business 2006 — 2008
MBA, Finance, Accounting
Thunderbird School of Global Management 2006 — 2006
Soochow University 1998 — 2002
BS, Accounting
Raven Capital Management, LLC May 2013 - Present
Huntsman Gay Global Capital September 2010 - May 2013
McGladrey January 2006 - September 2010
McGladrey & Pullen, LLP January 2006 - September 2010
Skills
CPA, SEC filings, Auditing, US GAAP, GAAP, Financial Reporting, Accounting, Tax, Financial Analysis, Financial Accounting, Due Diligence, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, Mergers & Acquisitions, Private Equity, Corporate Tax, External Audit, Corporate Finance, Valuation, Financial Statements, General Ledger, Assurance
Education
University of Florida - Warrington College of Business Administration 2002 — 2005
B.S. Accounting, Accounting
Legal & General America, Inc. 2008 - 2011
McGladrey & Pullen, LLP 2006 - 2008
Education
University of California, Los Angeles 2002 — 2006
B.A, Economics, Accounting
Sturm, Ruger & Company, Inc. December 2012 - Present
McGladrey & Pullen, LLP February 2001 - December 2012
ACIS April 1996 - February 2001
The Sally Webster Inn January 1993 - March 1998
Skills
Accounting, GAAP, Auditing, Financial Reporting, Financial Accounting, US GAAP, CPA, Financial Statements, Consolidated Financial..., Technical Accounting..., Tax, Income Tax, Corporate Tax, Tax Accounting, Tax Preparation, Accounts Payable, Accounts Receivable, Payroll, Variance Analysis, Account Reconciliation, Financial Analysis
Education
Salem State University 1996 — 1998
Accounting Certificate, Accounting
Rensselaer Polytechnic Institute 1984 — 1988
BSEE, Electrical Engineering
Shire Pharmaceuticals May 2013 - Present
Alkermes December 2010 - April 2013
Boehringer Ingelheim Pharmaceuticals January 2007 - December 2010
Boehringer Ingelheim Pharmaceuticals February 2006 - December 2006
Boehringer Ingelheim Pharmaceuticals June 2003 - February 2006
McGladrey & Pullen, LLP January 2001 - June 2003
Skills
Finance, Accounting, Financial Reporting, SAP, Sarbanes-Oxley Act, Managerial Finance, Financial Analysis, Financial Modeling, Financial Planning, Forecasting, Strategic Financial..., Business Planning, Trusted Business Partner, Cross-functional Team..., Process Improvement
Education
University of Connecticut 1999 — 2000
MS, Accounting
University of Connecticut 1998 — 2000
MBA, Management/Finance
RSM McGladrey, Inc. DirectorMcGladrey, LLCJanuary 2012 - Present
McGladrey & Pullen 2008 - Present
Taylor Construction Group, LLC 2001 - 2005
McGladrey & Pullen, LLP October 1972 - December 2000
Skills
Accounting, Auditing, Business Planning
Education
University of Missouri-Columbia 1965 — 1971
BSBA and Masters of Arts, Accounting
Z. Smith Reynolds Foundation, Inc. July 2000 - Present
McGladrey & Pullen, LLP June 1998 - June 2000
Skills
Bookkeeping, QuickBooks, Accounts Payable, Accounting, Accounts Receivable, Payroll, General Ledger, Financial Reporting, Peachtree, Journal Entries, Account Reconciliation, Microsoft Excel, Invoicing, Payroll Taxes, Income Tax
Education
Surry Community College
A.S., Accounting, Business Administration, Computer Information Technology
Girardot, Strauch & Co. December 2011 - July 2012
Gardner Denver, Inc. September 2010 - September 2011
McGladrey & Pullen, LLP January 2006 - September 2010
Skills
SEC filings, Internal Controls, US GAAP, Auditing, Financial Statements, Account Reconciliation, CPA, Tax Returns, Financial Reporting, Month End Close, Consolidation, Financial Audits, Tax, Finance, Corporate Finance, Accounting, SEC Filings, Financial Accounting
Education
University of Illinois at Urbana-Champaign 2006 — 2007
Master of Science
University of Illinois at Urbana-Champaign - College of Business 2002 — 2005
Bachelor of Science
Rochester High School
Saggar & Rosenberg, P.C. January 2014 - Present
Federal Strategies Group, LLC January 2010 - December 2013
McGladrey & Pullen, LLP June 2006 - December 2009
American Express Tax & Business Services January 1997 - June 2006
Skills
Accounting, Financial Reporting, Excel, Microsoft Office, Certified Fraud Examiner, Certified in Financial..., Certified Public...
Education
Hood College, Frederick MD 1987 — 1991
Master of Business Administration (MBA), Accounting/Finance
University of Maryland College Park 1984 — 1986
Bachelor of Science (B.S.), Science Education
University of Maryland College Park 1978 — 1982
Bachelor of Science (B.S.), Entomology
Cancer Treatment Centers of America August 2013 - Present
FGMK LLC January 2011 - July 2013
MCGLADREY & PULLEN, LLP 1999 - 2010
Skills
GAAP
Education
Purdue University
BS, Accounting
Bradley J. Woest, CPA 1999 - Present
McGladrey & Pullen, LLP 1995 - 1999
Coopers & Lybrand, LLP 1991 - 1995
Skills
Accounting, Tax, Income Tax, Tax Preparation, Financial Reporting, Corporate Tax, Tax Returns, Auditing, CPA, S Corporations, Partnership Taxation, Internal Controls, QuickBooks, GAAP, Financial Accounting, Tax Accounting
Education
Northern Illinois University 1989 — 1991
Bachelor of Science (BS), Accounting
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor of Science (B.S.), Agricultural Economics
Bank Iowa September 2012 - Present
North Central Bancshares, Inc. and First Federal Savings Bank of Iowa April 2010 - June 2012
McGladrey & Pullen, LLP September 1991 - February 2010
Skills
Accounting, Financial Reporting, Corporate Finance, SEC filings, Auditing, Management
Education
University of Northern Iowa 1987 — 1991
Bachelor of Arts, Accounting
PwC September 2014 - Present
Grant Thornton LLP January 2008 - September 2014
Deloitte April 2007 - January 2008
McGladrey & Pullen, LLP January 2005 - April 2007
Education
UCLA
Bachelor of Arts (B.A.), Business/Managerial Economics