Monaghan Group, PLLC
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Monaghan Group, PLLC Employees
The Pines at Davidson, Inc. May 2014 - Present
Monaghan Group, PLLC October 2006 - September 2012
Independent Consultant October 2002 - June 2005
Winston Packaging February 1996 - October 2002
Price Waterhouse 1987 - 1996
Skills
CPA, Accounting, GAAP, Start-ups, Budgets, Financial Analysis, Financial Reporting, SEC filings, Strategic Planning, Internal Controls
Education
University of North Carolina at Greensboro 1983 — 1987
BS, Accounting
Robinson, Bradshaw & Hinson December 2011 - Present
MHC Consulting, LLC May 2011 - December 2012
Monaghan Group, PLLC July 2009 - April 2011
Kennedy Covington July 1979 - November 2008
K&L Gates 2008 - 2008
Skills
Marketing Communications, Public Relations, Market Research, Business Development, CRM, Marketing, Email Marketing, Strategy, Newsletters, Training, Social Networking, Social Media Marketing
Education
Appalachian State University 1974 — 1976
Wingate University 1972 — 1973
Wells Fargo February 2013 - Present
Monaghan Group, PLLC July 2012 - January 2013
Wells Fargo August 2012 - October 2012
Wells Fargo July 2002 - January 2012
Wells Fargo April 1992 - June 2002
Wells Fargo August 1980 - March 1992
Deloitte June 1978 - June 1980
Skills
Financial Planning and..., Internal Controls, IT Audit, Incentive Compensation..., NonProfit Finance, Retail Banking, Hyperion Planning and..., Regulated Industries, Microsoft Access, Intuit Quickbooks, Nonprofits, Managerial Finance, Strategic Financial..., Banking, Budgets, Financial Planning
Education
University of Nebraska at Omaha
Bachelor of Science, Business Admin/Accounting
CliftonLarsonAllen July 2013 - Present
Cash Cycle Solutions, Inc. August 2010 - August 2013
Monaghan Group, PLLC May 2004 - July 2013
Habinck Consulting, LLC May 2004 - June 2013
Doosan May 2009 - August 2010
NuTech Solutions May 2003 - June 2008
Corning Cable Systems 2004 - 2008
Osprey Systems, Inc. 1997 - 2004
Goldwell Cosmetics January 1989 - August 1997
National Association of Insurance Commissioners 1986 - 1989
Skills
Forecasting, Mergers & Acquisitions, Financial Analysis, SAP, Process Improvement, Accounting, Auditing, Budgets, Integration, Start-ups, Due Diligence, Cash Management, Acquisition Integration, Business Process, CPA, ERP, Financial Reporting, Internal Controls, Mergers, QuickBooks, SAP ERP, SAP R/3, Software Development, Strategic Planning
Education
Rockhurst University 1987 — 1989
MBA, Business Administration
The University of Kansas 1978 — 1982
BSBA, Accounting & Business Admin
Monaghan Group, PLLC October 2008 - Present
Central Carolina Community Foundation May 2001 - November 2008
Policy Management Systems Corporation December 1995 - April 2001
Mynd Corporation 1995 - 2001
Lone Star Steakhouse February 1995 - November 1995
Hesta Properties, Inc. April 1994 - February 1995
Coopers & Lybrand September 1992 - April 1994
Skills
GAAP, Fund Accounting, Payroll, Auditing, Internal Controls, Microsoft Office, Accounting, Consolidation, General Ledger, Budgets, Microsoft Excel, CPA, Financial Statements, Visual Basic, Oracle General Ledger, International Accounting, Restaurant Accounting, Financial Reporting, SEC reporting, Problem Solving, Process Improvement, Financial Analysis, Budgeting, Quickbooks, Financial Accounting
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1992
BS, BSBA, Accounting, Management Information Systems
North Carolina State University 1987 — 1989
East Lincoln Sr. High 1983 — 1986
High School Diploma
CLA Custom Accounting Solutions Team January 2015 - Present
Monaghan Group, PLLC November 1996 - January 2015
Advantage Mail 1994 - 1996
PricewaterhouseCoopers 1987 - 1994
Nabisco 1982 - 1987
Skills
Financial Analysis, Financial Reporting, Accounting, Strategic Planning, Idea Generation, Problem Solving, New Business Development, Team Motivator, Coaching, Forecasting, Small Business, Business Process
Education
University of North Carolina at Charlotte - Belk College of Business 1986 — 1988
Bachelor of Science (B.S.), Accounting
Appalachian State University 1978 — 1982
Bachelor's of Science, Business Administration
Monaghan Group, PLLC August 2013 - Present
VF Corporation September 2011 - March 2013
VF Corporation May 2010 - September 2011
North Carolina State University August 2008 - May 2010
Johnson & Johnson May 2009 - July 2009
KPMG July 2006 - July 2008
KPMG July 2004 - June 2006
Skills
Risk Analysis, External Audit, Internal Audit, Accounting, Analytical Abilities, Internal Controls, Business Process..., Business Documentation, Staff Training, US GAAP, Team Leadership, Financial Reporting, Project Management, Organization
Education
North Carolina State University - College of Management 2008 — 2010
MBA, Finance and Service Management
Elizabethtown College 2000 — 2004
Bachelors, Mathematics and Accounting
Wonder Forge March 2015 - Present
Express Professionals (for Microsoft Open Tech) May 2014 - July 2015
Meaden & Moore August 2012 - February 2014
Monaghan Group, PLLC March 2010 - August 2012
Hagen, Streiff, Newton & Oshiro September 2002 - September 2006
Todd Pacific Shipyards January 2000 - June 2002
Skills
Forensic Accounting, Fraud, CPA, Internal Controls, Accounting, Financial Analysis, Auditing, Financial Accounting, Litigation Support, Internal Audit, Financial Reporting, Budgets, Strategic Planning, Fraud Investigation, Insurance, Microsoft Excel, Forecasting, General Ledger, US GAAP, Managerial Finance, Manufacturing
Education
University of West Florida - College of Business 1991 — 1993
BSBA, Accounting
United States Naval Academy 1988 — 1990
LiftOne LLC April 2013 - Present
Bonded Logistics, Inc. April 2011 - April 2013
Monaghan Group, PLLC July 2008 - April 2011
EagleEye Analytics, Inc. June 2007 - July 2008
Barloworld Handling January 2006 - June 2007
Barloworld Industrial Distribution April 2004 - January 2006
Exult November 2002 - April 2004
Barloworld Handling June 2001 - November 2002
Barloworld Handling May 2000 - June 2001
Skills
Financial Reporting, Process Improvement, Accounting, Financial Analysis, Forecasting, Budgets, Consolidation, Strategic Planning, Microsoft Excel, Variance Analysis, Risk Management, Business Analysis, Cash Management, Business Process..., Change Management, Treasury, Business Strategy, Financial Modeling, Problem Solving, Negotiation, Team Building, ERP, Business Planning, US GAAP, Business Valuation, Management Consulting, Internal Controls, Logistics, Acquisition Integration, Operations Management, SAP, Supply Chain, Inventory Management, Managerial Finance, Analysis, Mergers
Education
Northeastern University 2014 — 2016
Master of Business Administration (MBA), Finance
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
BSA, Accounting
University of North Carolina at Charlotte - Belk College of Business 1994 — 1996
BSBA, Business Administration, Corporate Finance
MasterBrand Cabinets 2011 - Present
Monaghan Group, PLLC 2010 - 2011
The Scotts Miracle-Gro Company April 2006 - December 2009
Grant Thornton April 2005 - March 2006
Eaton Corporation April 2001 - April 2005
Eaton Corporation 2000 - 2001
Eaton Corporation 1999 - 2000
Skills
Finance, Sarbanes-Oxley Act, Six Sigma, Project Management, SEC filings, Compliance, Leadership, Divestitures, Internal Audit, Acquisition Integration, Process Improvement, Mergers & Acquisitions, Banking, Managerial Finance, Internal Controls, Risk Management, Cash Management, Financial Analysis, Business Development, Accounting, Forecasting, Due Diligence, US GAAP
Education
Cleveland State University
BBA, Accounting
Kent State University
MBA, Finance
RFMD (now Qorvo, Inc.) March 2006 - July 2015
Monaghan Group, PLLC 2004 - 2006
K&W Cafeterias, Inc. 1999 - 2004
Industries of the Blind, Greensboro 1995 - 1999
Skills
Internal Controls, Internal Audit, SOX, Enterprise Risk..., Six Sigma, Sarbanes-Oxley, Auditing, CPA, Financial Audits, Financial Accounting, General Ledger, US GAAP, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Accounting
Education
University of North Carolina at Greensboro
BS, Accounting
Monaghan Group, PLLC February 2011 - Present
Discovery Place, Inc. May 2006 - January 2011
Resources Global Professionals December 2005 - May 2006
Paramount Parks October 2002 - November 2005
Paramount Parks, Inc. July 1999 - October 2002
Paramount's Carowinds November 1996 - July 1999
Tuffy Associates, Inc. June 1989 - December 1994
KPMG June 1986 - June 1989
Skills
GAAP, Fund Accounting, Corporate Governance, Accounting, Internal Controls, SEC filings, Target Costing, Budgets, Financial Analysis, Start-ups, Team Building, Microsoft Office, Management Accounting, Financial Reporting
Education
Bowling Green State University 1983 — 1986
BSBA, Accounting
Indiana University-Purdue University at Fort Wayne 1982 — 1983
Finance & Accounting April 2011 - Present
Easter Seals UCP North Carolina & Virginia 2006 - April 2011
Monaghan Group, PLLC 2005 - 2006
State of North Carolina, Department of Insurance 1994 - 2005
Marsh 1994 - 1995
Ernst & Young 1987 - 1992
Skills
Mergers & Acquisitions, Financial Analysis, Auditing, Finance, CPA, Strategy, Mergers, Leadership, Accounting, Project Management, Management, Budgets, Risk Management
Education
University of North Carolina at Charlotte - Belk College of Business 1983 — 1987
Bachelor of Science (B.S.), Accounting
CliftonLarsonAllen April 2015 - Present
Mohu Consumer Electronics December 2012 - April 2015
Monaghan Group, PLLC November 2011 - December 2012
Kinetic Systems, Inc. November 2009 - June 2011
International Textile Group November 2007 - November 2009
Pharmagraphics March 2002 - November 2007
McGladrey & Pullen November 1997 - March 2002
DMJ & Company November 1994 - November 1997
Skills
Leadership, Accounting, Financial Reporting, Budgets, Process Improvement, Change Management, Internal Controls, Strategic Planning, Payroll, Finance, Accounts Payable, Sarbanes-Oxley Act, Financial Accounting, US GAAP, CPA
Education
Appalachian State University 1989 — 1994
BSBA, Accounting
Triad Racing Technologies Inc. September 2009 - Present
Christina H. McMahon, CPA 2005 - Present
Helms Mulliss & Wicker, PLLC (merged with McGuire Woods, LP) 2006 - 2008
Monaghan Group, PLLC 2005 - 2007
J.B. Waddell General Contractors, Inc. 2000 - 2005
Scharf Pera & Co, PLLC 1994 - 2000
Skills
Professional Services, Construction, Mergers, Financial Reporting, Accounting, Auditing, Budgets, QuickBooks, Financial Analysis, Payroll, Forecasting, GAAP, General Ledger, Tax, Finance, Accounts Payable, Internal Controls, Account Reconciliation, Internal Audit, Financial Statements, Cash Flow, Employee Benefits, Human Resources, Nonprofits, Tax Preparation, Small Business, Accounts Receivable, Income Tax, CPA, Financial Accounting, Corporate Tax, Management Accounting, Variance Analysis, Revenue Recognition, Expenses, US GAAP, Consolidation, Payroll Services, Analysis, Mergers & Acquisitions, Management
Education
Queens University of Charlotte 1990 — 1994
BA, Accounting & Business Administration
KPMG 2014 - Present
Monaghan Group, PLLC 2009 - 2013
Resources Global Professionals 2006 - 2007
The Connaught Group Ltd 2002 - 2005
KPMG 1989 - 2000
Skills
Financial Reporting, Internal Controls, Forecasting, Modeling, Accounting, Sarbanes-Oxley Act, Financial Analysis, Auditing, Budgets, Business Planning, Consolidation, Leadership, Finance, Due Diligence, US GAAP, Start-ups, Strategic Financial..., Strategic Planning, Mergers & Acquisitions, Management
Education
University of Kentucky 1985 — 1989
BS Accounting, Accounting & Finance
Siemens Energy February 2014 - Present
Siemens April 2011 - Present
Monaghan Group, PLLC 2010 - 2011
Lance Incorporated March 2008 - August 2010
Lance Incorporated September 2006 - March 2008
Lance, Inc March 2005 - September 2006
Lance Incorporated July 2002 - March 2005
Lance Incoporated August 2000 - July 2002
Moore & van Allen, PLLC August 1999 - August 2000
Banc of America Securities, LLC July 1998 - August 1999
Skills
Forecasting, Internal Audit, Accounting, Analysis, Auditing, Business Planning, Cost Accounting, Financial Analysis, Financial Reporting, Hyperion Enterprise, Internal Controls, Process Improvement, SAP, US GAAP, Variance Analysis, Sarbanes-Oxley Act, Hyperion
Education
The University of North Carolina at Charlotte 1992 — 1996
MBA, Business Administration
University of North Carolina at Charlotte - Belk College of Business 1985 — 1989
BA, Major in Business Administration - Finance Minor in Economics
University of South Florida
BC Solutions, Inc. November 2010 - Present
Lulu.com August 2007 - October 2010
Monaghan Group, PLLC February 2007 - June 2007
RESIDENTIAL MANAGEMENT SYSTEMS, INC December 2003 - February 2007
Carolina Hurricanes January 2001 - December 2003
DELOITTE & TOUCHE LLP September 1997 - December 2000
Skills
Accounting, GAAP, Forecasting, Auditing, Financial Statements, Sarbanes-Oxley Act, Yardi Property...
Education
University of North Carolina at Wilmington 1996 — 1997
Master of Science in Accountancy, Accounting
North Carolina 1992 — 1996
Bachelor of Science, Business Administration
CLA CAST (formerly Monaghan Group) July 2013 - Present
Monaghan Group, PLLC September 2012 - June 2013
Allegiance Realty Corporation August 2007 - September 2012
Ernst & Young LLP August 2004 - October 2006
Deloitte & Touche September 2002 - July 2004
Education
University of Dayton 2001 — 2002
MBA
University of Dayton 1997 — 2002
B.S., Accounting
Bioventus September 2014 - Present
INC Research July 2012 - September 2014
Monaghan Group, PLLC January 2008 - December 2011
Nortel 2000 - 2002
Nortel 1998 - 2000
Jefferson-Pilot Communications Company January 1997 - April 1997
Jefferson-Pilot Communications Company January 1994 - December 1996
Skills
Revenue Recognition, US GAAP, Accounting, Finance, SEC filings, Corporate Finance, Sarbanes-Oxley Act, Managerial Finance, CPA, Financial Reporting, Management, Sarbanes-Oxley, Internal Controls, Variance Analysis
Education
University of North Carolina at Chapel Hill 1980 — 1984
BS, Concentration in Accounting
Town of Mint Hill July 2003 - Present
Monaghan Group, PLLC November 2000 - July 2003
First Union Mortgage Corporation January 1999 - November 1999
First Union Corporation August 1997 - October 1998
Cadmus Direct Marketing May 1996 - August 1997
Deloitte September 1992 - May 1996
Skills
Analysis, Financial Reporting, Treasury Management, Portfolio Management, Accounting, Finance
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Science, Business
PGI May 2012 - Present
Monaghan Group, PLLC October 2011 - May 2012
Carlisle Companies August 2010 - September 2011
Lance October 2009 - June 2010
Lance, Inc February 2008 - September 2009
Lance, Inc. 2000 - 2008
Lance, Inc. 1998 - 2000
Curtice Burns Foods, Finger Lakes Packaging Division 1995 - 1997
Curtice Burns Foods (now Birds Eye Foods) 1986 - 1995
Public Accounting Experience 1978 - 1986
Skills
JD Edwards, Variance Analysis, GAAP, Payroll, Mergers, Oracle, Hyperion, Essbase, SAP, Shared Services, Financial Accounting, Accounts Receivable, Accounts Payable, Accounting, Internal Audit, External Audit, Compliance Audits, Cash Management, Order to Cash, Quality Auditing, Forecasting, Hyperion Enterprise, Management, Business Planning, Human Resources, Mergers & Acquisitions, Internal Controls, Financial Reporting, Finance, Auditing, General Ledger, Account Reconciliation, Cash Flow, Analysis, Budgets, Financial Audits, Consolidation, Cost Accounting, Sarbanes-Oxley, Sarbanes-Oxley Act, Capital Budgeting
Education
Niagara University
BBA, Accounting and Finance
Belk Stores Services October 2011 - Present
Monaghan Group, PLLC May 2009 - October 2011
Belk August 2008 - February 2009
Belk Stores Services March 1988 - September 2007
Price Waterhouse March 1985 - February 1988
Skills
IT Audit, CISA, Use Tax, IT Risk, Internal Audit, Internal Controls, Segregation of Duties, Enterprise Risk..., Compliance Management, Accounting, Sales Tax, Budgets, Banking, Managerial Finance, Finance, CPA, Financial Reporting, Information Technology, Management, Sarbanes-Oxley Act, Auditing
Education
Virginia Polytechnic Institute and State University 1983 — 1985
Masters, Information Systema
University of North Carolina at Charlotte 1980 — 1982
B.S, Accounting
The McCallie School 1974 — 1977
CliftonLarsonAllen (formerly Monaghan Group) 2014 - Present
Sisters of Mercy of the Americas South Central Community 2010 - 2013
Monaghan Group, PLLC December 2007 - March 2010
Diane T. Bair, CPA 1983 - 2007
Main Hurdman (now KPMG) 1978 - 1982
Arthur Young (now Ernst & Young) 1975 - 1978
Skills
Internal Controls, Not for Profit, Faith-based, Treasury Management, Financial Reporting, Financial Accounting, Financial Projection, Financial Modeling, Budgets, Financial Analysis, Consolidated Financial..., Risk Management, Business Strategy, Operations Management, Cash Management, Problem Solving, Management Consulting, Variance Analysis
Education
Miami University
BS, Accountancy
Xavier University
MBA, Finance
Hanesbrands Inc. April 2015 - Present
ConvaTec June 2014 - April 2015
Monaghan Group, PLLC December 2013 - June 2014
Champion Industries June 2013 - November 2013
Danaher Industrial Controls May 2011 - May 2013
Alliance Laundry Systems June 2008 - May 2011
Simmons Bedding Company May 2006 - June 2008
Simmons Bedding Company February 2005 - May 2006
Russell Corporation November 2003 - February 2005
Ernst & Young September 1999 - November 2003
Skills
GAAP, SOX, Financial Reporting, Sarbanes-Oxley Act, Accounting, Forecasting, Cost Accounting, CPA, Auditing, JD Edwards, Cash Flow, Internal Controls, Essbase, SEC filings, Fixed Assets, Revenue Recognition, Hyperion Enterprise, US GAAP, Sarbanes-Oxley, Financial Audits, General Ledger, Cash Flow Forecasting, Managerial Finance, Financial Accounting, Internal Audit, Accounts Receivable, Capital Budgeting, Financial Forecasting, Acquisition Integration, Financial Analysis, SEC Filings
Education
University of Alabama 1997 — 1999
MAcc, Accounting
Acadia University 1992 — 1996
BBA, Marketing
Wells Fargo October 2014 - Present
Monaghan Group, PLLC November 2005 - October 2014
The Crosland Group June 2004 - October 2005
Crescent Resources June 1998 - August 2000
Bank of America 1997 - 1998
Deloitte & Touche 1995 - 1997
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, Variance Analysis, QuickBooks, Hyperion Enterprise, Cost Accounting, CPA, Budgets, PeopleSoft, SAP, Internal Controls, SEC filings, Microsoft Excel, GAAP, Financial Accounting, Sarbanes-Oxley Act, General Ledger, FERC Reporting, Oracle, US GAAP, Hyperion, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1995
Master's, Accounting
Rollins College 1988 — 1992
Bachelor's, Economics
The Westminster Schools 1982 — 1988
Monaghan Group, PLLC January 2013 - Present
Cenduit, LLC August 2007 - December 2012
HPW Mortgage October 2005 - August 2007
Paragon Biomedical June 2000 - September 2005
Capitol Resource Funding February 1996 - June 2000
Residential Services Corporation October 1992 - February 1996
Coopers & Lybrand September 1988 - October 1992
Education
University of Maryland College Park 1984 — 1988
BS, Accounting
Penn's Grant Realty Corporation January 2012 - September 2014
Keller Williams Realty August 2010 - April 2011
Premier Healthcare Resources......excellence in healthcare staffing 2007 - June 2009
Premier Resources......excellence in staffing April 2002 - June 2009
Monaghan Group, PLLC 1997 - 2001
Skills
Customer Service, Human Resources, Employee Relations, Time Management, Operations Management, Team Building, Office Administration, Email Marketing, Screening Resumes, Employee Benefits, Highly detail oriented, Microsoft Publisher, Management, Accounts Receivable, Accounts Payable, Business Intelligence, Microsoft Word, Microsoft Excel, Outlook, Payroll, Administrative..., Recruiting, Data Entry, Process Scheduler, Office Management, Hiring, Spreadsheets, Invoicing, Office Equipment, Lotus Notes, Expenses, Calendars, Telephone Skills, Administration, Calendaring, Supplies
Education
St. Thomas Aquinas College
BS, Marketing
CLA CAST (formerly Monaghan Group) February 2014 - Present
Monaghan Group, PLLC July 2001 - January 2014
Ginna H. Burket, CPA 1998 - 2001
Accuride International Inc. 1990 - 1998
Ernst & Young January 1989 - May 1990
Skills
Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Reporting, SEC filings, Start-ups, Entrepreneurship, CPA, Small Business, GAAP, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 1984 — 1988
BSBA, Accounting
Monaghan Group, PLLC October 2012 - Present
Lake Jeanette Orthodontics & Pediatric Dentistry July 2008 - Present
Greensboro Day School January 2006 - January 2010
Greensboro Children's Museum February 2006 - October 2006
Redeye Distribution and Yep Roc Records September 2003 - December 2003
Redeye Distribution and Yep Roc Records August 2001 - September 2003
GE Capital Commercial Services January 2000 - July 2001
Davenport, Marvin, Joyce & Co., LLP July 1996 - December 1999
Eilers, Jones, Brown & McLeod, CPAs, PA June 1994 - June 1996
Education
Campbell University 1990 — 1994
BBA, Accounting
IMG February 2008 - June 2014
ISP Sports October 2008 - January 2011
Monaghan Group, PLLC 2004 - 2008
Lydall 1988 - 1995
Ernst & Young 1983 - 1988
Skills
Financial Reporting, Accounting, Budgets, Internal Controls, Leadership, Managerial Finance, Financial Analysis, Forecasting, Strategic Planning, Sarbanes-Oxley Act, Finance, Auditing, Mergers & Acquisitions, Strategic Financial..., Financial Accounting, Cash Management, Cash Flow, US GAAP
Education
East Carolina University 1979 — 1983
BSBA, Accounting