Montgomery Coscia Greilich LLP
Description
Address: 2500 Dallas Pkwy, Plano, TX 75093 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (972) 748-0300: : : Category: : Website: : Place name: : Website: http://www.mcggroup.com/ Category: Certified Public Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
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Montgomery Coscia Greilich LLP Employees
Employee
Years
Job
Industry
Mirza Adrovic Mirza Adrovic's Montgomery Coscia Greilich LLP Experience January 2014 - April 2015
Job Tax Specialist at JCPenney
Industry Accounting
Experience
JCPenney April 2015 - Present
Montgomery Coscia Greilich LLP January 2014 - April 2015
UPS Supply Chain Solutions April 2013 - January 2014
Staples August 2005 - March 2013
Skills
Microsoft Excel, Customer Satisfaction, Accounting, Management, Account Reconciliation, Inventory Management, Microsoft Office, Oracle Financial, Inventory Control, SAP, QuickBooks, FileNet, Teamwork, Customer Service, Auditing, GoSystems Tax Software, ProSystem fx Tax, CCH Depreciation..., FAS Depreciation..., OneSource
Education
The University of Texas at Dallas 2009 — 2012
Bachelor of Science (B.S.), Accounting
JCPenney April 2015 - Present
Montgomery Coscia Greilich LLP January 2014 - April 2015
UPS Supply Chain Solutions April 2013 - January 2014
Staples August 2005 - March 2013
Skills
Microsoft Excel, Customer Satisfaction, Accounting, Management, Account Reconciliation, Inventory Management, Microsoft Office, Oracle Financial, Inventory Control, SAP, QuickBooks, FileNet, Teamwork, Customer Service, Auditing, GoSystems Tax Software, ProSystem fx Tax, CCH Depreciation..., FAS Depreciation..., OneSource
Education
The University of Texas at Dallas 2009 — 2012
Bachelor of Science (B.S.), Accounting
Marissa Ha Marissa Ha's Montgomery Coscia Greilich LLP Experience January 2013 - October 2013
Job Tax Staff II at Lane Gorman Trubitt PLLC
Industry Accounting
Experience
Lane Gorman Trubitt PLLC August 2014 - Present
Ericsson May 2014 - August 2014
Lane Gorman Trubitt PLLC January 2014 - April 2014
Montgomery Coscia Greilich LLP January 2013 - October 2013
Gap Inc. October 2012 - March 2013
Raymond James Financial Inc. June 2012 - June 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Financial Accounting, Customer Service, Microsoft Word, QuickBooks, Leadership, Retail, Outlook, Team Leadership, GoSystems
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2015
Master's Degree, Accounting
The University of Texas at Dallas 2011 — 2014
Bachelor's Degree, Accounting and Finance
Lane Gorman Trubitt PLLC August 2014 - Present
Ericsson May 2014 - August 2014
Lane Gorman Trubitt PLLC January 2014 - April 2014
Montgomery Coscia Greilich LLP January 2013 - October 2013
Gap Inc. October 2012 - March 2013
Raymond James Financial Inc. June 2012 - June 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Financial Accounting, Customer Service, Microsoft Word, QuickBooks, Leadership, Retail, Outlook, Team Leadership, GoSystems
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2015
Master's Degree, Accounting
The University of Texas at Dallas 2011 — 2014
Bachelor's Degree, Accounting and Finance
Stephen Carmichael, MAcc, CPA Stephen Carmichael, MAcc, CPA's Montgomery Coscia Greilich LLP Experience August 2015 - Present
Job Senior Accountant at Heartland Automotive Services, Inc.
Industry Financial Services
Experience
Montgomery Coscia Greilich LLP August 2015 - Present
Heartland Automotive Services, Inc. February 2015 - August 2015
Oak Hill Advisors, L.P. February 2014 - January 2015
Whitley Penn August 2013 - February 2014
Henderson, Hutcherson, & McCullough, PLLC January 2011 - August 2013
Best Buy March 2010 - December 2010
Unum May 2008 - December 2009
Unum January 2003 - March 2008
Unum October 2001 - January 2003
Skills
Accounting, Financial Reporting, Auditing, Tax, General Ledger, Payroll, CPA, GAAP, QuickBooks, Financial Analysis, Tax Accounting, Financial Accounting, Tax Preparation, Internal Controls, Corporate Tax, Accounts Receivable, Bookkeeping, Income Tax, US GAAP, SEC filings, Financial Statements, Access, Accounts Payable, Assurance, Partnership Taxation, Tax Research
Education
The University of Tennessee at Chattanooga 2007 — 2010
MAcc, Accounting, 3.9
The University of Tennessee at Chattanooga 1995 — 2001
Bachelor of Science, Business Management
Montgomery Coscia Greilich LLP August 2015 - Present
Heartland Automotive Services, Inc. February 2015 - August 2015
Oak Hill Advisors, L.P. February 2014 - January 2015
Whitley Penn August 2013 - February 2014
Henderson, Hutcherson, & McCullough, PLLC January 2011 - August 2013
Best Buy March 2010 - December 2010
Unum May 2008 - December 2009
Unum January 2003 - March 2008
Unum October 2001 - January 2003
Skills
Accounting, Financial Reporting, Auditing, Tax, General Ledger, Payroll, CPA, GAAP, QuickBooks, Financial Analysis, Tax Accounting, Financial Accounting, Tax Preparation, Internal Controls, Corporate Tax, Accounts Receivable, Bookkeeping, Income Tax, US GAAP, SEC filings, Financial Statements, Access, Accounts Payable, Assurance, Partnership Taxation, Tax Research
Education
The University of Tennessee at Chattanooga 2007 — 2010
MAcc, Accounting, 3.9
The University of Tennessee at Chattanooga 1995 — 2001
Bachelor of Science, Business Management
Collin Griffith Collin Griffith's Montgomery Coscia Greilich LLP Experience May 2012 - Present
Job Tax Staff at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP May 2012 - Present
Fouts and Morgan C.P.A.'s January 2012 - April 2012
Skills
GAAP, Corporate Tax, Tax, Tax Research, Accounting, US GAAP, Tax Preparation, Income Tax, Partnership Taxation, Tax Accounting, Auditing, CCH ProSystem fx, CCH Research, Microsoft Excel, Business Tax Planning, GoSystems
Education
University of Arkansas at Fayetteville 2008 — 2012
Bachelor of Science in Business Administration in Accounting, Accounting
Consortium Institute of Management and Business Analysis at Paderno del Grappa, Italy 2011 — 2011
Entrepreneurship/Entrepreneurial Studies
Montgomery Coscia Greilich LLP May 2012 - Present
Fouts and Morgan C.P.A.'s January 2012 - April 2012
Skills
GAAP, Corporate Tax, Tax, Tax Research, Accounting, US GAAP, Tax Preparation, Income Tax, Partnership Taxation, Tax Accounting, Auditing, CCH ProSystem fx, CCH Research, Microsoft Excel, Business Tax Planning, GoSystems
Education
University of Arkansas at Fayetteville 2008 — 2012
Bachelor of Science in Business Administration in Accounting, Accounting
Consortium Institute of Management and Business Analysis at Paderno del Grappa, Italy 2011 — 2011
Entrepreneurship/Entrepreneurial Studies
Ryan Manoogian Ryan Manoogian's Montgomery Coscia Greilich LLP Experience February 2015 - May 2015
Job Tax Intern at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP February 2015 - May 2015
West University Parks and Recreation May 2010 - August 2013
Belltower Books March 2013 - May 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Photoshop, Teamwork
Education
Texas Tech University - Rawls College of Business 2015 — 2016
Master’s Degree, Masters of Science in Accounting
Texas Tech University - Rawls College of Business 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Texas Tech University 2012 — 2015
Texas Christian University 2011 — 2012
Pre-Business
Montgomery Coscia Greilich LLP February 2015 - May 2015
West University Parks and Recreation May 2010 - August 2013
Belltower Books March 2013 - May 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Photoshop, Teamwork
Education
Texas Tech University - Rawls College of Business 2015 — 2016
Master’s Degree, Masters of Science in Accounting
Texas Tech University - Rawls College of Business 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Texas Tech University 2012 — 2015
Texas Christian University 2011 — 2012
Pre-Business
Edy Reyes's Montgomery Coscia Greilich LLP Experience July 2015 - Present
Job Tax Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP July 2015 - Present
BKD CPAs & Advisors June 2014 - July 2015
La Casa Empresarial October 2013 - June 2014
RapidTax Multi-services January 2012 - October 2013
Skills
Financial Statements, Tax Accounting, Tax Preparation, Tax Returns, Budgets, Customer Service, Tax, Microsoft Office, Drake Tax Software, Corporate Tax, Soft Skills, Social Networking, Accounting, RIA Checkpoint, EasyACCT Professional...
Education
University of North Texas 2012 — 2014
Master's Degree, Master of Science in Taxation
University of North Texas 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
Montgomery Coscia Greilich LLP July 2015 - Present
BKD CPAs & Advisors June 2014 - July 2015
La Casa Empresarial October 2013 - June 2014
RapidTax Multi-services January 2012 - October 2013
Skills
Financial Statements, Tax Accounting, Tax Preparation, Tax Returns, Budgets, Customer Service, Tax, Microsoft Office, Drake Tax Software, Corporate Tax, Soft Skills, Social Networking, Accounting, RIA Checkpoint, EasyACCT Professional...
Education
University of North Texas 2012 — 2014
Master's Degree, Master of Science in Taxation
University of North Texas 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
Carlos Rojo, CPA Carlos Rojo, CPA's Montgomery Coscia Greilich LLP Experience September 2014 - Present
Job Assurance Senior Associate
Industry Accounting
Experience
Montgomery Coscia Greilich LLP September 2014 - Present
PwC August 2011 - September 2014
USPI May 2010 - July 2011
PricewaterhouseCoopers January 2010 - March 2010
Corporate Office Centers August 2008 - January 2010
PricewaterhouseCoopers May 2008 - August 2008
Comerica Bank August 2006 - May 2008
PricewaterhouseCoopers May 2007 - August 2007
Skills
Auditing, Professional Networking, Financial Sector, Accounting, Account Reconciliation, Internal Audit, Accounts Payable, QuickBooks, Cash Flow, Financial Statements, Budgets, Banking, Finance, Financial Analysis, Financial Reporting, Financial Services, CPA, Assurance, Big 4, Asset Managment, GAAP
Education
The University of Texas at Arlington - College of Business 2009 — 2010
MBA, Accounting
The University of Texas at Arlington - College of Business 2005 — 2009
BBA, Accounting
Montgomery Coscia Greilich LLP September 2014 - Present
PwC August 2011 - September 2014
USPI May 2010 - July 2011
PricewaterhouseCoopers January 2010 - March 2010
Corporate Office Centers August 2008 - January 2010
PricewaterhouseCoopers May 2008 - August 2008
Comerica Bank August 2006 - May 2008
PricewaterhouseCoopers May 2007 - August 2007
Skills
Auditing, Professional Networking, Financial Sector, Accounting, Account Reconciliation, Internal Audit, Accounts Payable, QuickBooks, Cash Flow, Financial Statements, Budgets, Banking, Finance, Financial Analysis, Financial Reporting, Financial Services, CPA, Assurance, Big 4, Asset Managment, GAAP
Education
The University of Texas at Arlington - College of Business 2009 — 2010
MBA, Accounting
The University of Texas at Arlington - College of Business 2005 — 2009
BBA, Accounting
Robert Carson Huff Robert Carson Huff's Montgomery Coscia Greilich LLP Experience October 2012 - Present
Job Audit Staff at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP October 2012 - Present
Harman International January 2012 - August 2012
Ditch Witch Southwest September 2010 - December 2011
Skills
SAP, Microsoft Excel, SAP BPC, SAP BI, CIMT, Monarch, SharePoint, Microsoft Word, Inter-personal
Education
Texas Tech University 2007 — 2011
Bachelor's degree, Accounting, 3.1
Texas Tech University - Rawls College of Business 2007 — 2011
Bachelor's degree, Accounting
Montgomery Coscia Greilich LLP October 2012 - Present
Harman International January 2012 - August 2012
Ditch Witch Southwest September 2010 - December 2011
Skills
SAP, Microsoft Excel, SAP BPC, SAP BI, CIMT, Monarch, SharePoint, Microsoft Word, Inter-personal
Education
Texas Tech University 2007 — 2011
Bachelor's degree, Accounting, 3.1
Texas Tech University - Rawls College of Business 2007 — 2011
Bachelor's degree, Accounting
Stephanie Tuel Stephanie Tuel's Montgomery Coscia Greilich LLP Experience January 2013 - Present
Job Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2013 - Present
Montgomery Coscia Greilich LLP December 2009 - December 2012
Neiman Marcus May 2007 - November 2009
Skills
Tax, Corporate Tax, CPA, GAAP
Education
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Montgomery Coscia Greilich LLP January 2013 - Present
Montgomery Coscia Greilich LLP December 2009 - December 2012
Neiman Marcus May 2007 - November 2009
Skills
Tax, Corporate Tax, CPA, GAAP
Education
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Brendon Dane's Montgomery Coscia Greilich LLP Experience June 2013 - November 2013
Job Senior Associate at Henry & Peters, P.C.
Industry Accounting
Experience
Henry & Peters, P.C. July 2015 - Present
Henry & Peters, P.C. November 2013 - June 2015
Montgomery Coscia Greilich LLP June 2013 - November 2013
Irfan Dossani, CPA, PLLC December 2012 - May 2013
Montgomery Coscia Greilich LLP January 2012 - May 2012
First Convenience Bank October 2010 - January 2012
Skills
Accounting, Customer Service, Financial Reporting, Financial Analysis, Tax, Banking, QuickBooks, Tax Returns, CPA, GAAP, Tax Preparation, Auditing, Financial Accounting, Income Tax, Finance, General Ledger, Access, Corporate Tax, Financial Statements, Partnership Taxation, US GAAP
Education
University of North Texas 2009 — 2013
Bachelors of Business Administration, Accounting
Texas Tech University 2008 — 2008
Bachelors of Business Administration Program, Accounting and Finance
Henry & Peters, P.C. July 2015 - Present
Henry & Peters, P.C. November 2013 - June 2015
Montgomery Coscia Greilich LLP June 2013 - November 2013
Irfan Dossani, CPA, PLLC December 2012 - May 2013
Montgomery Coscia Greilich LLP January 2012 - May 2012
First Convenience Bank October 2010 - January 2012
Skills
Accounting, Customer Service, Financial Reporting, Financial Analysis, Tax, Banking, QuickBooks, Tax Returns, CPA, GAAP, Tax Preparation, Auditing, Financial Accounting, Income Tax, Finance, General Ledger, Access, Corporate Tax, Financial Statements, Partnership Taxation, US GAAP
Education
University of North Texas 2009 — 2013
Bachelors of Business Administration, Accounting
Texas Tech University 2008 — 2008
Bachelors of Business Administration Program, Accounting and Finance
Madison (Nipp) Boyland Madison (Nipp) Boyland's Montgomery Coscia Greilich LLP Experience June 2013 - September 2014
Job Senior Accounting and Reporting Analyst at Smith Asset Management
Industry Accounting
Experience
Smith Asset Management September 2014 - Present
Montgomery Coscia Greilich LLP June 2013 - September 2014
Matador Resources April 2010 - May 2013
USAA May 2009 - April 2010
Skills
Financial Analysis, Due Diligence, Natural Gas, Financial Modeling, Investments, Microsoft Office, Microsoft Excel, Energy Industry, Accounting, PowerPoint, Financial Reporting, Financial Planning, Financial Accounting, GAAP
Education
Texas Tech University 2005 — 2009
Bachelor of Science (B.S.), Personal Financial Planning
Smith Asset Management September 2014 - Present
Montgomery Coscia Greilich LLP June 2013 - September 2014
Matador Resources April 2010 - May 2013
USAA May 2009 - April 2010
Skills
Financial Analysis, Due Diligence, Natural Gas, Financial Modeling, Investments, Microsoft Office, Microsoft Excel, Energy Industry, Accounting, PowerPoint, Financial Reporting, Financial Planning, Financial Accounting, GAAP
Education
Texas Tech University 2005 — 2009
Bachelor of Science (B.S.), Personal Financial Planning
Mark Boyland, CPA Mark Boyland, CPA's Montgomery Coscia Greilich LLP Experience December 2013 - Present
Job Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP December 2013 - Present
Montgomery Coscia Greilich LLP July 2011 - December 2013
Montgomery Coscia Greilich LLP April 2010 - June 2011
Skills
Tax Accounting, Corporate Tax, CPA
Education
Texas Christian University 2009 — 2009
MAc, Accounting
Texas A&M University-Corpus Christi 2005 — 2008
BBA, Accounting
Texas Tech University
Montgomery Coscia Greilich LLP December 2013 - Present
Montgomery Coscia Greilich LLP July 2011 - December 2013
Montgomery Coscia Greilich LLP April 2010 - June 2011
Skills
Tax Accounting, Corporate Tax, CPA
Education
Texas Christian University 2009 — 2009
MAc, Accounting
Texas A&M University-Corpus Christi 2005 — 2008
BBA, Accounting
Texas Tech University
Sharon Ashmore Sharon Ashmore's Montgomery Coscia Greilich LLP Experience August 2014 - Present
Job Senior Tax Associate CPA at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2014 - Present
Turner Stone & Company LLP January 2009 - June 2014
Ashmore Financial Services January 2002 - January 2009
RSM McGladrey January 1999 - January 2002
Prentiss Properties March 1997 - October 1998
Terrell & Associates, LLC April 1995 - October 1996
Trammell Crow Company August 1986 - August 1994
Arthur Andersen & Co. August 1984 - August 1986
Skills
CPA, Tax, Income Tax, Accounting, Financial Accounting, Corporate Tax, Financial Analysis, Financial Reporting, QuickBooks, Tutoring, Microsoft Excel, Partnership Taxation, Team Management, Employee Training, Team Motivation, Outlook, CCH Prosystem fx, People-oriented, Journal Entries, IRS problem resolution, Internal Controls, Client Development, Tax Accounting, Account Reconciliation, Microsoft Office, Customer Service, Positive Coaching
Education
The University of Texas at Austin 1979 — 1984
Bachelor's Degree, Accounting
W.T. White High School 1976 — 1979
Montgomery Coscia Greilich LLP August 2014 - Present
Turner Stone & Company LLP January 2009 - June 2014
Ashmore Financial Services January 2002 - January 2009
RSM McGladrey January 1999 - January 2002
Prentiss Properties March 1997 - October 1998
Terrell & Associates, LLC April 1995 - October 1996
Trammell Crow Company August 1986 - August 1994
Arthur Andersen & Co. August 1984 - August 1986
Skills
CPA, Tax, Income Tax, Accounting, Financial Accounting, Corporate Tax, Financial Analysis, Financial Reporting, QuickBooks, Tutoring, Microsoft Excel, Partnership Taxation, Team Management, Employee Training, Team Motivation, Outlook, CCH Prosystem fx, People-oriented, Journal Entries, IRS problem resolution, Internal Controls, Client Development, Tax Accounting, Account Reconciliation, Microsoft Office, Customer Service, Positive Coaching
Education
The University of Texas at Austin 1979 — 1984
Bachelor's Degree, Accounting
W.T. White High School 1976 — 1979
Audrey Snider Audrey Snider's Montgomery Coscia Greilich LLP Experience February 2011 - June 2012
Job ERS Consultant at Deloitte
Industry Accounting
Experience
Deloitte January 2015 - Present
Grant Thornton LLP January 2014 - December 2014
Grant Thornton LLP July 2013 - January 2014
Grant Thornton LLP July 2012 - July 2013
Montgomery Coscia Greilich LLP February 2011 - June 2012
VIP Search Group October 2009 - January 2011
Bowne August 2008 - October 2009
L. Paul Kassouf & Co., P. C. January 2008 - April 2008
Skills
Accounting, Great Plains Software, Journal Entries, Account Reconciliation, Financial Reporting, PeopleSoft, Tax, SEC filings
Education
University of Alabama at Birmingham 2006 — 2008
BS, Accounting
The University of Texas at Arlington 2003 — 2006
Finance, Accounting
Kingwood High School
Deloitte January 2015 - Present
Grant Thornton LLP January 2014 - December 2014
Grant Thornton LLP July 2013 - January 2014
Grant Thornton LLP July 2012 - July 2013
Montgomery Coscia Greilich LLP February 2011 - June 2012
VIP Search Group October 2009 - January 2011
Bowne August 2008 - October 2009
L. Paul Kassouf & Co., P. C. January 2008 - April 2008
Skills
Accounting, Great Plains Software, Journal Entries, Account Reconciliation, Financial Reporting, PeopleSoft, Tax, SEC filings
Education
University of Alabama at Birmingham 2006 — 2008
BS, Accounting
The University of Texas at Arlington 2003 — 2006
Finance, Accounting
Kingwood High School
Meagan Busalaki's Montgomery Coscia Greilich LLP Experience August 2015 - Present
Job Tax Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2015 - Present
Kinney & Associates, PLLC January 2015 - June 2015
Health Check Inc January 2014 - December 2014
Midwest Medical Supply January 2011 - July 2012
Lake Forest Country Club January 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word
Education
University of Mississippi 2010 — 2014
Bachelor's Degree, Accounting
Montgomery Coscia Greilich LLP August 2015 - Present
Kinney & Associates, PLLC January 2015 - June 2015
Health Check Inc January 2014 - December 2014
Midwest Medical Supply January 2011 - July 2012
Lake Forest Country Club January 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word
Education
University of Mississippi 2010 — 2014
Bachelor's Degree, Accounting
Ali Farver Ali Farver's Montgomery Coscia Greilich LLP Experience January 2014 - March 2014
Job Integrated Master of Accountancy Student at the University of Arkansas
Industry Accounting
Experience
PwC June 2014 - August 2014
Montgomery Coscia Greilich LLP January 2014 - March 2014
Texas Capital Bank June 2013 - August 2013
Atrium Executive Business Suites May 2012 - August 2012
Gap Inc. May 2011 - August 2011
Skills
Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Communication Skills, Proactive self-starter, Accounting, PowerPoint, Time Management, Social Media, Research, Financial Accounting, Community Outreach, Teamwork, Data Entry, Data Analysis, Highly Organized &..., Customer Service, Customer Satisfaction, Highly personable
Education
University of Arkansas at Fayetteville 2010 — 2015
Integrated Master of Accountancy/ Bachelor of Business Administration (B.B.A.), Accounting
Universidad Pablo de Olavide 2012 — 2012
International Business
PwC June 2014 - August 2014
Montgomery Coscia Greilich LLP January 2014 - March 2014
Texas Capital Bank June 2013 - August 2013
Atrium Executive Business Suites May 2012 - August 2012
Gap Inc. May 2011 - August 2011
Skills
Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Communication Skills, Proactive self-starter, Accounting, PowerPoint, Time Management, Social Media, Research, Financial Accounting, Community Outreach, Teamwork, Data Entry, Data Analysis, Highly Organized &..., Customer Service, Customer Satisfaction, Highly personable
Education
University of Arkansas at Fayetteville 2010 — 2015
Integrated Master of Accountancy/ Bachelor of Business Administration (B.B.A.), Accounting
Universidad Pablo de Olavide 2012 — 2012
International Business
Brian Tyner, CPA, CITP Brian Tyner, CPA, CITP's Montgomery Coscia Greilich LLP Experience 2011 - 2014
Job Senior Auditor at PwC
Industry Financial Services
Experience
PwC 2014 - Present
Montgomery Coscia Greilich LLP 2011 - 2014
XIFIN, Inc. 2010 - 2011
Jack in the Box 2009 - 2009
Skills
Financial Accounting, Cash Flow, Financial Analysis, Cognos, Business Objects, FRx, Financial Modeling, Revenue Cycle, Budgets, Access, Crystal Reports, Visual Basic, Financial Reporting, Great Plains Software, Microsoft Dynamics, QuickBooks, Microsoft Excel, CCH ProSystem fx, Financial Audits, Financial Risk, Financial Statements, Public Sector Accounting, CPA, US GAAP, Process Improvement, Oracle, Revenue Recognition
Education
University of San Diego 2008 — 2009
Master of Accountancy
University of San Diego 2005 — 2009
Bachelor of Accountacy
PwC 2014 - Present
Montgomery Coscia Greilich LLP 2011 - 2014
XIFIN, Inc. 2010 - 2011
Jack in the Box 2009 - 2009
Skills
Financial Accounting, Cash Flow, Financial Analysis, Cognos, Business Objects, FRx, Financial Modeling, Revenue Cycle, Budgets, Access, Crystal Reports, Visual Basic, Financial Reporting, Great Plains Software, Microsoft Dynamics, QuickBooks, Microsoft Excel, CCH ProSystem fx, Financial Audits, Financial Risk, Financial Statements, Public Sector Accounting, CPA, US GAAP, Process Improvement, Oracle, Revenue Recognition
Education
University of San Diego 2008 — 2009
Master of Accountancy
University of San Diego 2005 — 2009
Bachelor of Accountacy
Mariana Ornelas Mariana Ornelas's Montgomery Coscia Greilich LLP Experience February 2015 - May 2015
Job Tax Intern at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP February 2015 - May 2015
Texas Tech University June 2013 - December 2014
Dairy Queen May 2012 - August 2012
Skills
Spanish, Microsoft Word, Teamwork, Telephone Skills, Cashiering, Microsoft Office, Bilingual, Customer Service, Cash Register, Phone Skills, Organization, English, Excel Certified, Event Planning, Social Networking, Research, Microsoft Excel, PowerPoint, Leadership, Time Management
Education
Texas Tech University - Rawls College of Business 2011 — 2015
Master of Science (MS), Accounting
Universidad Latina de Costa Rica 2014 — 2014
Spanish Language and Literature
Montgomery Coscia Greilich LLP February 2015 - May 2015
Texas Tech University June 2013 - December 2014
Dairy Queen May 2012 - August 2012
Skills
Spanish, Microsoft Word, Teamwork, Telephone Skills, Cashiering, Microsoft Office, Bilingual, Customer Service, Cash Register, Phone Skills, Organization, English, Excel Certified, Event Planning, Social Networking, Research, Microsoft Excel, PowerPoint, Leadership, Time Management
Education
Texas Tech University - Rawls College of Business 2011 — 2015
Master of Science (MS), Accounting
Universidad Latina de Costa Rica 2014 — 2014
Spanish Language and Literature
Steve Brachtenbach Steve Brachtenbach's Montgomery Coscia Greilich LLP Experience June 2012 - November 2012
Job Operations at JOYN
Industry Import and Export
Experience
JOYN August 2015 - Present
Latitude Imports January 2012 - July 2015
Montgomery Coscia Greilich LLP June 2012 - November 2012
Skills
Tax Accounting, GoSystems, ProSystem fx Engagement, XCM, Business Planning, Cultural Anthropology, Communication, International Relations, Bible, FAS, Specialty Coffee, Granite, Import/Export Operations, Microsoft Excel, Start-ups, GAAP, Management, CCH ProSystem fx, Customer Service, Leadership, Public Speaking, Accounting, PowerPoint
Education
University of Oklahoma - Price College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, Entrepreneurship, Psychology
JOYN August 2015 - Present
Latitude Imports January 2012 - July 2015
Montgomery Coscia Greilich LLP June 2012 - November 2012
Skills
Tax Accounting, GoSystems, ProSystem fx Engagement, XCM, Business Planning, Cultural Anthropology, Communication, International Relations, Bible, FAS, Specialty Coffee, Granite, Import/Export Operations, Microsoft Excel, Start-ups, GAAP, Management, CCH ProSystem fx, Customer Service, Leadership, Public Speaking, Accounting, PowerPoint
Education
University of Oklahoma - Price College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, Entrepreneurship, Psychology
Inna Towsley Inna Towsley's Montgomery Coscia Greilich LLP Experience December 2013 - Present
Job CPA
Industry Accounting
Experience
Montgomery Coscia Greilich LLP December 2013 - Present
Yellowstone Landscape Group, Inc. March 2009 - March 2011
City of Dallas June 2005 - February 2009
McLane Foodservice Distribution September 2000 - June 2001
Turkish Airlines December 1997 - June 2000
Skills
Financial Reporting, Forecasting, Budgeting, Accounts Payable, Payroll, Consolidation, Journal Entries, Reconciliations, Financial Analysis, Excel, Accounts Receivable, Accounting, Quickbooks, General Ledger, Financial Accounting, Financial Planning, Financial Modeling, Account Reconciliation, Managerial Finance, Cost Accounting, Cash Flow, Budgets, Fixed Assets, Finance, QuickBooks, Strategic Financial..., Microsoft Excel
Education
The University of Texas at Dallas 2001 — 2008
MBA, Accounting
Kyrgyz-Russian Slavic University 1994 — 1998
Bachelors, Jurisprudence (Law)
Montgomery Coscia Greilich LLP December 2013 - Present
Yellowstone Landscape Group, Inc. March 2009 - March 2011
City of Dallas June 2005 - February 2009
McLane Foodservice Distribution September 2000 - June 2001
Turkish Airlines December 1997 - June 2000
Skills
Financial Reporting, Forecasting, Budgeting, Accounts Payable, Payroll, Consolidation, Journal Entries, Reconciliations, Financial Analysis, Excel, Accounts Receivable, Accounting, Quickbooks, General Ledger, Financial Accounting, Financial Planning, Financial Modeling, Account Reconciliation, Managerial Finance, Cost Accounting, Cash Flow, Budgets, Fixed Assets, Finance, QuickBooks, Strategic Financial..., Microsoft Excel
Education
The University of Texas at Dallas 2001 — 2008
MBA, Accounting
Kyrgyz-Russian Slavic University 1994 — 1998
Bachelors, Jurisprudence (Law)
Andrew Shu Andrew Shu's Montgomery Coscia Greilich LLP Experience January 2013 - Present
Job Senior Auditor at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2013 - Present
Montgomery Coscia Greilich LLP December 2010 - December 2012
Samsung Austin Semiconductor June 2006 - January 2009
Education
The University of Texas at Dallas 2009 — 2010
Master of Science (M.S.), Accounting and Information Management
The University of Texas at Austin 1999 — 2004
Bachelor of Science (B.S.), Electrical Engineering
Montgomery Coscia Greilich LLP January 2013 - Present
Montgomery Coscia Greilich LLP December 2010 - December 2012
Samsung Austin Semiconductor June 2006 - January 2009
Education
The University of Texas at Dallas 2009 — 2010
Master of Science (M.S.), Accounting and Information Management
The University of Texas at Austin 1999 — 2004
Bachelor of Science (B.S.), Electrical Engineering
Rachael Gerber Rachael Gerber's Montgomery Coscia Greilich LLP Experience August 2013 - June 2015
Job at
Industry Accounting
Experience
Boeing June 2015 - Present
Montgomery Coscia Greilich LLP August 2013 - June 2015
UNT Pohl Recreation Center August 2011 - August 2013
BDO USA, LLP January 2012 - March 2012
Montgomery Coscia Greilich LLP May 2011 - August 2011
University of North Texas Housing Department August 2009 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Training, Teamwork, Microsoft Office, Outlook, Time Management, Customer Service, Spreadsheets, Data Entry, Research, Leadership
Education
University of North Texas 2008 — 2013
Bachelor of Science (BS); Master of Science (MS), Accounting - Entrepreneurial
Boeing June 2015 - Present
Montgomery Coscia Greilich LLP August 2013 - June 2015
UNT Pohl Recreation Center August 2011 - August 2013
BDO USA, LLP January 2012 - March 2012
Montgomery Coscia Greilich LLP May 2011 - August 2011
University of North Texas Housing Department August 2009 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Training, Teamwork, Microsoft Office, Outlook, Time Management, Customer Service, Spreadsheets, Data Entry, Research, Leadership
Education
University of North Texas 2008 — 2013
Bachelor of Science (BS); Master of Science (MS), Accounting - Entrepreneurial
David Montemayor David Montemayor's Montgomery Coscia Greilich LLP Experience January 2009 - January 2015
Job Senior Manager Consulting at Accretive Solutions
Industry Accounting
Experience
Accretive Solutions January 2015 - Present
Montgomery Coscia Greilich LLP January 2009 - January 2015
Furmanite Worldwide September 2008 - December 2008
Cablecom August 2006 - June 2008
PricewaterhouseCoopers April 2005 - July 2006
PwC May 2002 - March 2005
Arthur Andersen January 1999 - May 2002
Skills
Financial Reporting, US GAAP, Auditing, Accounting, Financial Accounting, Financial Analysis, SEC Filings, Purchase Accounting, Derivatives, Inventory Accounting, External Audit, GAAP, SEC filings, CPA
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 2000
BBA, MPA, Accounting
Accretive Solutions January 2015 - Present
Montgomery Coscia Greilich LLP January 2009 - January 2015
Furmanite Worldwide September 2008 - December 2008
Cablecom August 2006 - June 2008
PricewaterhouseCoopers April 2005 - July 2006
PwC May 2002 - March 2005
Arthur Andersen January 1999 - May 2002
Skills
Financial Reporting, US GAAP, Auditing, Accounting, Financial Accounting, Financial Analysis, SEC Filings, Purchase Accounting, Derivatives, Inventory Accounting, External Audit, GAAP, SEC filings, CPA
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 2000
BBA, MPA, Accounting
Erin Coffey Filmalter Erin Coffey Filmalter's Montgomery Coscia Greilich LLP Experience October 2014 - Present
Job Senior Assurance Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP October 2014 - Present
Montgomery Coscia Greilich LLP January 2013 - October 2014
Smart Ventures LP May 2010 - January 2013
Nextband Partners 2005 - 2010
Skills
GAAP, Auditing, Revenue Recognition, US GAAP, Microsoft Excel, Financial Accounting, SEC filings, QuickBooks, Financial Planners, Litigation Support, Assurance, SEC Filings
Education
The University of Texas at Dallas 2009 — 2011
Bachelor of Science (B.S.), Accounting
Montgomery Coscia Greilich LLP October 2014 - Present
Montgomery Coscia Greilich LLP January 2013 - October 2014
Smart Ventures LP May 2010 - January 2013
Nextband Partners 2005 - 2010
Skills
GAAP, Auditing, Revenue Recognition, US GAAP, Microsoft Excel, Financial Accounting, SEC filings, QuickBooks, Financial Planners, Litigation Support, Assurance, SEC Filings
Education
The University of Texas at Dallas 2009 — 2011
Bachelor of Science (B.S.), Accounting
Caroline Sibley, CPA Caroline Sibley, CPA's Montgomery Coscia Greilich LLP Experience October 2014 - Present
Job Audit Senior at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP October 2014 - Present
Montgomery Coscia Greilich LLP September 2012 - September 2014
Montgomery Coscia Greilich LLP January 2011 - August 2011
Skills
GAAP, Financial Statements, Revenue Recognition, US GAAP, Auditing, Financial Reporting, Team Building, SEC filings, External Audit, CPA, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Assurance, SEC Filings
Education
The University of Texas at Dallas - School of Management 2011 — 2012
Masters of Science, Accountancy
Trinity University 2007 — 2011
Bachelor of Science, Business Administration: Accounting and Finance
Montgomery Coscia Greilich LLP October 2014 - Present
Montgomery Coscia Greilich LLP September 2012 - September 2014
Montgomery Coscia Greilich LLP January 2011 - August 2011
Skills
GAAP, Financial Statements, Revenue Recognition, US GAAP, Auditing, Financial Reporting, Team Building, SEC filings, External Audit, CPA, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Assurance, SEC Filings
Education
The University of Texas at Dallas - School of Management 2011 — 2012
Masters of Science, Accountancy
Trinity University 2007 — 2011
Bachelor of Science, Business Administration: Accounting and Finance
Jennifer Soltis Jennifer Soltis's Montgomery Coscia Greilich LLP Experience January 2014 - Present
Job Partner at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2014 - Present
Montgomery Coscia Greilich LLP July 2008 - December 2013
PricewaterhouseCoopers September 2001 - June 2008
Skills
External Audit, SEC filings, US GAAP, GAAP, CPA, Financial Accounting, Accounting, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Statements, Financial Reporting, Assurance, Mergers & Acquisitions
Education
Texas Tech University - Rawls College of Business 1995 — 2001
Master of Science in Business Administration
Montgomery Coscia Greilich LLP January 2014 - Present
Montgomery Coscia Greilich LLP July 2008 - December 2013
PricewaterhouseCoopers September 2001 - June 2008
Skills
External Audit, SEC filings, US GAAP, GAAP, CPA, Financial Accounting, Accounting, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Statements, Financial Reporting, Assurance, Mergers & Acquisitions
Education
Texas Tech University - Rawls College of Business 1995 — 2001
Master of Science in Business Administration
Sylvia Dyke, CPA Sylvia Dyke, CPA's Montgomery Coscia Greilich LLP Experience September 2012 - Present
Job Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP September 2012 - Present
ViewPoint Bank September 2005 - August 2009
Cottonwood Financial 2004 - 2009
Skills
Financial Reporting, Auditing, Financial Analysis, Account Reconciliation, Financial Audits, Accounting, Due Diligence, Finance, Financial Accounting, External Audit
Education
The University of Dayton
The University of Texas at Dallas
Master's degree, Accounting
Montgomery Coscia Greilich LLP September 2012 - Present
ViewPoint Bank September 2005 - August 2009
Cottonwood Financial 2004 - 2009
Skills
Financial Reporting, Auditing, Financial Analysis, Account Reconciliation, Financial Audits, Accounting, Due Diligence, Finance, Financial Accounting, External Audit
Education
The University of Dayton
The University of Texas at Dallas
Master's degree, Accounting
Sloan Clayton, CPA's Montgomery Coscia Greilich LLP Experience March 2012 - April 2013
Job Financial Reporting Supervisor at Southcross Energy Partners, L.P.
Industry Oil & Energy
Experience
Southcross Energy Partners, L.P. August 2014 - Present
Legacy Reserves LP April 2013 - August 2014
Montgomery Coscia Greilich LLP March 2012 - April 2013
Oak Hill Advisors, L.P. June 2009 - March 2012
Ernst & Young September 2007 - May 2009
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, CPA, Valuation, SEC Financial Reporting
Education
Texas Tech University - Rawls College of Business 2006 — 2007
MSA, Accounting
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Accounting
Southcross Energy Partners, L.P. August 2014 - Present
Legacy Reserves LP April 2013 - August 2014
Montgomery Coscia Greilich LLP March 2012 - April 2013
Oak Hill Advisors, L.P. June 2009 - March 2012
Ernst & Young September 2007 - May 2009
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, CPA, Valuation, SEC Financial Reporting
Education
Texas Tech University - Rawls College of Business 2006 — 2007
MSA, Accounting
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Accounting
Logan Fiorletta's Montgomery Coscia Greilich LLP Experience May 2012 - Present
Job Tax Accountant at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP May 2012 - Present
Montgomery Coscia Greilich LLP January 2012 - May 2012
Skills
Accounting, Microsoft Office, Excel, Word, Microsoft Word, Tax, Auditing, Financial Accounting, Microsoft Excel, Financial Reporting
Education
University of North Texas
Accounting
Texas Tech University - Rawls College of Business
Montgomery Coscia Greilich LLP May 2012 - Present
Montgomery Coscia Greilich LLP January 2012 - May 2012
Skills
Accounting, Microsoft Office, Excel, Word, Microsoft Word, Tax, Auditing, Financial Accounting, Microsoft Excel, Financial Reporting
Education
University of North Texas
Accounting
Texas Tech University - Rawls College of Business
Caroline Sikes's Montgomery Coscia Greilich LLP Experience June 2015 - July 2015
Job Graduate Student
Industry Accounting
Experience
Montgomery Coscia Greilich LLP June 2015 - July 2015
Montgomery Coscia Greilich LLP June 2014 - August 2014
MaryBeth May 2013 - August 2013
Parks Associates May 2012 - July 2012
Camp Mystic June 2011 - June 2011
Skills
Marketing Research, Social Media, Marketing Communications, Social Media Marketing, Public Relations, Digital Media, Facebook, Media Relations, Event Planning, Social Networking, Research
Education
Rhodes College 2015 — 2016
Master of Science (M.S.), Accounting
Rhodes College 2011 — 2015
Bachelor of Arts (BA) Commerce and Business, Accounting
Universitat Autònoma de Barcelona 2013 — 2013
Episcopal School of Dallas 2004 — 2011
Montgomery Coscia Greilich LLP June 2015 - July 2015
Montgomery Coscia Greilich LLP June 2014 - August 2014
MaryBeth May 2013 - August 2013
Parks Associates May 2012 - July 2012
Camp Mystic June 2011 - June 2011
Skills
Marketing Research, Social Media, Marketing Communications, Social Media Marketing, Public Relations, Digital Media, Facebook, Media Relations, Event Planning, Social Networking, Research
Education
Rhodes College 2015 — 2016
Master of Science (M.S.), Accounting
Rhodes College 2011 — 2015
Bachelor of Arts (BA) Commerce and Business, Accounting
Universitat Autònoma de Barcelona 2013 — 2013
Episcopal School of Dallas 2004 — 2011
Sarah Hancock Sarah Hancock's Montgomery Coscia Greilich LLP Experience January 2012 - June 2014
Job Tax Manager at Howard, LLP
Industry Accounting
Experience
Howard July 2014 - Present
Montgomery Coscia Greilich LLP January 2012 - June 2014
Chapman, Hext & Co., P.C. June 2006 - December 2011
Chapman, Hext & Co., P.C. June 2006 - December 2011
Seitz Group, Inc. May 2005 - May 2006
Turnage & Company, PC June 2004 - May 2005
Middleton, Burns & Davis, PC January 1998 - May 2004
JB Bezner Co., Inc. September 1989 - December 1997
Skills
Tax, CPA, Corporate Tax, Tax Research, Accounting, Financial Reporting, Income Tax, General Ledger, Partnership Taxation, Tax Preparation, Accounts Receivable, Due Diligence, Financial Analysis
Education
The University of Texas at Dallas 1990 — 1996
Bachelor of Science (B.S.), Accounting
Howard July 2014 - Present
Montgomery Coscia Greilich LLP January 2012 - June 2014
Chapman, Hext & Co., P.C. June 2006 - December 2011
Chapman, Hext & Co., P.C. June 2006 - December 2011
Seitz Group, Inc. May 2005 - May 2006
Turnage & Company, PC June 2004 - May 2005
Middleton, Burns & Davis, PC January 1998 - May 2004
JB Bezner Co., Inc. September 1989 - December 1997
Skills
Tax, CPA, Corporate Tax, Tax Research, Accounting, Financial Reporting, Income Tax, General Ledger, Partnership Taxation, Tax Preparation, Accounts Receivable, Due Diligence, Financial Analysis
Education
The University of Texas at Dallas 1990 — 1996
Bachelor of Science (B.S.), Accounting
Maria G. Talamantes, CPA Maria G. Talamantes, CPA's Montgomery Coscia Greilich LLP Experience November 2011 - November 2012
Job at Howard
Industry Accounting
Experience
Howard & Co., LLP December 2012 - Present
Montgomery Coscia Greilich LLP November 2011 - November 2012
BKD, LLP formerly KBA Group January 2007 - November 2011
Skills
GoSystems, Tax, Income Tax, Partnership Taxation, Corporate Tax, Accounting, CPA, Tax Research, Tax Preparation, QuickBooks, Tax Returns, Fixed Assets
Education
University of North Texas 2005 — 2008
Bachelor's degree, Accounting
Howard & Co., LLP December 2012 - Present
Montgomery Coscia Greilich LLP November 2011 - November 2012
BKD, LLP formerly KBA Group January 2007 - November 2011
Skills
GoSystems, Tax, Income Tax, Partnership Taxation, Corporate Tax, Accounting, CPA, Tax Research, Tax Preparation, QuickBooks, Tax Returns, Fixed Assets
Education
University of North Texas 2005 — 2008
Bachelor's degree, Accounting
Amanda Tow Amanda Tow's Montgomery Coscia Greilich LLP Experience May 2011 - Present
Job Tax Accountant at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP May 2011 - Present
Teneo Linguistics Company LLC May 2010 - May 2011
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
BBA, Accounting, Finance
Montgomery Coscia Greilich LLP May 2011 - Present
Teneo Linguistics Company LLC May 2010 - May 2011
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
BBA, Accounting, Finance
Jeremy Reiter Jeremy Reiter's Montgomery Coscia Greilich LLP Experience April 2007 - Present
Job Assurance Senior Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP April 2007 - Present
Grant Thornton January 2003 - April 2007
Skills
US GAAP, SEC filings, GAAP, CPA, External Audit, Auditing, Revenue Recognition, Assurance, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Statements, Financial Accounting, Sarbanes-Oxley, Internal Audit, Financial Audits
Education
Texas Tech University - Rawls College of Business 1997 — 2002
Montgomery Coscia Greilich LLP April 2007 - Present
Grant Thornton January 2003 - April 2007
Skills
US GAAP, SEC filings, GAAP, CPA, External Audit, Auditing, Revenue Recognition, Assurance, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Statements, Financial Accounting, Sarbanes-Oxley, Internal Audit, Financial Audits
Education
Texas Tech University - Rawls College of Business 1997 — 2002
Karen Soefje Karen Soefje's Montgomery Coscia Greilich LLP Experience November 2009 - Present
Job Partner at Montgomery Coscia Greilich LLP
Industry Financial Services
Experience
Montgomery Coscia Greilich LLP November 2009 - Present
KPMG LLP June 2002 - November 2009
Arthur Andersen 1989 - 2002
Skills
Audit, Auditing, Pensions, Accounting, CPA, GAAP, Defined Benefit, Mergers & Acquisitions, SEC filings, Employee Benefits, Tax, Investments, Sarbanes-Oxley Act, Corporate Tax, Internal Audit, US GAAP, Financial Modeling, Private Equity, Internal Controls, Financial Reporting, Revenue Recognition, Income Tax, Partnership Taxation, External Audit, Assurance
Education
University of Houston-Clear Lake
Accounting
Montgomery Coscia Greilich LLP November 2009 - Present
KPMG LLP June 2002 - November 2009
Arthur Andersen 1989 - 2002
Skills
Audit, Auditing, Pensions, Accounting, CPA, GAAP, Defined Benefit, Mergers & Acquisitions, SEC filings, Employee Benefits, Tax, Investments, Sarbanes-Oxley Act, Corporate Tax, Internal Audit, US GAAP, Financial Modeling, Private Equity, Internal Controls, Financial Reporting, Revenue Recognition, Income Tax, Partnership Taxation, External Audit, Assurance
Education
University of Houston-Clear Lake
Accounting
Matt Coscia Matt Coscia's Montgomery Coscia Greilich LLP Experience September 2003 - Present
Job Partner at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP September 2003 - Present
Coscia Greilich & Company LLP January 2001 - September 2003
Montgomery Baggett Drews LLP September 1997 - January 2001
Ernst & Young LLP September 1991 - September 1998
Skills
Accounting, Due Diligence, Tax, Auditing, Corporate Tax, Mergers & Acquisitions, Tax Returns, SEC filings, CPA, Mergers, Consolidated Returns, Leadership, Finance, Tax Law, Partnership Taxation, Financial Planners, Entrepreneurship, External Audit, Tax Advisory, GAAP, International Tax, Internal Audit, Employee Benefits, Tax Research, Strategy, US GAAP, High Net Worth..., Income Tax, IRS
Education
University of Arkansas 1987 — 1991
BSBA, Accounting
Glendale High School - Springfield MO 1984 — 1987
High School
Montgomery Coscia Greilich LLP September 2003 - Present
Coscia Greilich & Company LLP January 2001 - September 2003
Montgomery Baggett Drews LLP September 1997 - January 2001
Ernst & Young LLP September 1991 - September 1998
Skills
Accounting, Due Diligence, Tax, Auditing, Corporate Tax, Mergers & Acquisitions, Tax Returns, SEC filings, CPA, Mergers, Consolidated Returns, Leadership, Finance, Tax Law, Partnership Taxation, Financial Planners, Entrepreneurship, External Audit, Tax Advisory, GAAP, International Tax, Internal Audit, Employee Benefits, Tax Research, Strategy, US GAAP, High Net Worth..., Income Tax, IRS
Education
University of Arkansas 1987 — 1991
BSBA, Accounting
Glendale High School - Springfield MO 1984 — 1987
High School
Mike Gayler Mike Gayler's Montgomery Coscia Greilich LLP Experience December 2008 - Present
Job Partner Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP December 2008 - Present
GaylerSmith Group, LLC March 2004 - December 2008
GaylerSmith Company November 1983 - December 2008
Super Club Corporation August 1989 - December 2006
Westwood Contractors, Inc. 2005 - 2006
Buis & Co. (Southwest Securities) November 2001 - March 2004
Entact, Inc. April 2000 - October 2001
First US Management & Investment Corporation, Inc. October 1998 - April 2000
Coopers & Lybrand August 1981 - August 1989
Skills
Financial Analysis, Accounting, SEC filings, GAAP, Financial Reporting, CPA, Budgets, Due Diligence, Auditing, Financial Modeling, Mergers, Cash Flow, Strategic Financial..., Internal Controls, US GAAP, Private Equity, Financial Planners, Financial Accounting, General Ledger, Business Process..., Mergers & Acquisitions, Valuation, Finance, Corporate Tax, Tax, Business Valuation, Revenue Recognition, Corporate Finance, Financial Statements, Financial Audits, Income Tax, Analysis, QuickBooks, Tax Preparation, External Audit
Education
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (B.B.A.), Accounting
Montgomery Coscia Greilich LLP December 2008 - Present
GaylerSmith Group, LLC March 2004 - December 2008
GaylerSmith Company November 1983 - December 2008
Super Club Corporation August 1989 - December 2006
Westwood Contractors, Inc. 2005 - 2006
Buis & Co. (Southwest Securities) November 2001 - March 2004
Entact, Inc. April 2000 - October 2001
First US Management & Investment Corporation, Inc. October 1998 - April 2000
Coopers & Lybrand August 1981 - August 1989
Skills
Financial Analysis, Accounting, SEC filings, GAAP, Financial Reporting, CPA, Budgets, Due Diligence, Auditing, Financial Modeling, Mergers, Cash Flow, Strategic Financial..., Internal Controls, US GAAP, Private Equity, Financial Planners, Financial Accounting, General Ledger, Business Process..., Mergers & Acquisitions, Valuation, Finance, Corporate Tax, Tax, Business Valuation, Revenue Recognition, Corporate Finance, Financial Statements, Financial Audits, Income Tax, Analysis, QuickBooks, Tax Preparation, External Audit
Education
Texas Tech University - Rawls College of Business
Bachelor of Business Administration (B.B.A.), Accounting
Meghan Hardison Meghan Hardison's Montgomery Coscia Greilich LLP Experience August 2014 - Present
Job Tax Staff Accountant at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2014 - Present
University of North Texas August 2008 - August 2014
Montgomery Coscia Greilich LLP February 2014 - July 2014
Delta Sigma Pi April 2013 - December 2013
Delta Sigma Pi January 2013 - May 2013
Gilmont Camps and Conferences June 2010 - July 2011
Skills
GoSystems, Prosystem fx Engagement, Microsoft Excel, Time Management, PowerPoint, Teamwork, Accounting, Communication, Research, Technical Writing, Microsoft Word, Team Leadership, Critical Thinking, Access, Statistics, Report Writing, Public Speaking
Education
University of North Texas 2008 — 2014
BS/MS, Taxation
Montgomery Coscia Greilich LLP August 2014 - Present
University of North Texas August 2008 - August 2014
Montgomery Coscia Greilich LLP February 2014 - July 2014
Delta Sigma Pi April 2013 - December 2013
Delta Sigma Pi January 2013 - May 2013
Gilmont Camps and Conferences June 2010 - July 2011
Skills
GoSystems, Prosystem fx Engagement, Microsoft Excel, Time Management, PowerPoint, Teamwork, Accounting, Communication, Research, Technical Writing, Microsoft Word, Team Leadership, Critical Thinking, Access, Statistics, Report Writing, Public Speaking
Education
University of North Texas 2008 — 2014
BS/MS, Taxation
Linzie Wilson Linzie Wilson's Montgomery Coscia Greilich LLP Experience January 2015 - Present
Job Senior Tax Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2015 - Present
Montgomery Coscia Greilich LLP August 2012 - Present
BKD CPAs & Advisors January 2011 - July 2011
Skills
Tax Returns, GoSystems, Partnership Taxation, Corporate Tax, Tax Research, GAAP, State Tax, Fixed Assets, High Net Worth..., ProSystem fx Tax, Private Equity, S Corporations, Financial Statements, Tax Advisory, Microsoft Excel, Account Reconciliation
Education
University of Oklahoma 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Montgomery Coscia Greilich LLP January 2015 - Present
Montgomery Coscia Greilich LLP August 2012 - Present
BKD CPAs & Advisors January 2011 - July 2011
Skills
Tax Returns, GoSystems, Partnership Taxation, Corporate Tax, Tax Research, GAAP, State Tax, Fixed Assets, High Net Worth..., ProSystem fx Tax, Private Equity, S Corporations, Financial Statements, Tax Advisory, Microsoft Excel, Account Reconciliation
Education
University of Oklahoma 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Samantha Thomsen, CPA Samantha Thomsen, CPA's Montgomery Coscia Greilich LLP Experience September 2012 - Present
Job Sales Tax Senior Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP September 2012 - Present
Stream Realty Partners November 2011 - September 2012
HD Vest April 2008 - November 2011
Skills
Customer Service, Financial Statements, Communication, Dedication to..., MRI Software, Investments, Financial Reporting, Accounts Payable, Financial Analysis, Quick Study, CPA
Education
The University of Texas at Arlington 2009 — 2011
Master's degree, Accounting, A
University of Mary Hardin-Baylor 2005 — 2007
Bachelor's degree, Marketing
Thomas College 2003 — 2005
International Business
Montgomery Coscia Greilich LLP September 2012 - Present
Stream Realty Partners November 2011 - September 2012
HD Vest April 2008 - November 2011
Skills
Customer Service, Financial Statements, Communication, Dedication to..., MRI Software, Investments, Financial Reporting, Accounts Payable, Financial Analysis, Quick Study, CPA
Education
The University of Texas at Arlington 2009 — 2011
Master's degree, Accounting, A
University of Mary Hardin-Baylor 2005 — 2007
Bachelor's degree, Marketing
Thomas College 2003 — 2005
International Business
Chris Golz Chris Golz's Montgomery Coscia Greilich LLP Experience October 2013 - Present
Job Consulting Services Senior at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP October 2013 - Present
KPMG July 2013 - October 2013
KPMG August 2011 - July 2013
Halliburton June 2009 - August 2009
Alvarez & Marsal June 2008 - August 2008
Skills
Auditing, Analysis, Big 4, Accounting, Financial Accounting, Financial Reporting, Financial Analysis, US GAAP, Internal Controls, Microsoft Word, Microsoft Excel, PowerPoint, Budgets, General Ledger, GAAP, External Audit, Assurance, SEC filings
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Master in Professional Accounting, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Montgomery Coscia Greilich LLP October 2013 - Present
KPMG July 2013 - October 2013
KPMG August 2011 - July 2013
Halliburton June 2009 - August 2009
Alvarez & Marsal June 2008 - August 2008
Skills
Auditing, Analysis, Big 4, Accounting, Financial Accounting, Financial Reporting, Financial Analysis, US GAAP, Internal Controls, Microsoft Word, Microsoft Excel, PowerPoint, Budgets, General Ledger, GAAP, External Audit, Assurance, SEC filings
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Master in Professional Accounting, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Heidi Lueb's Montgomery Coscia Greilich LLP Experience January 2012 - Present
Job Consulting Services at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Valor Triathlon Project January 2015 - Present
Montgomery Coscia Greilich LLP January 2012 - Present
Aimbridge Hospitality April 2009 - January 2012
Hotel ZaZa August 2008 - April 2009
Hotel ZaZa October 2007 - August 2008
Fairmont Hotels and Resorts September 2007 - October 2007
Northwest Association Management April 2007 - July 2007
Mauna Lani Bay Hotel & Bungalows August 2006 - February 2007
Skills
Account Reconciliation, Accounting, Accounts Receivable, Payroll, Auditing, Financial Statements, Internal Controls, Training, Accounts Payable, Financial Reporting, General Ledger, Finance, Hotels
Education
Texas Woman's University 2014 — 2016
Master's degree, Kinesiology and Exercise Science with a focus in Coaching
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
BS, Accounting
Crater High School
Valor Triathlon Project January 2015 - Present
Montgomery Coscia Greilich LLP January 2012 - Present
Aimbridge Hospitality April 2009 - January 2012
Hotel ZaZa August 2008 - April 2009
Hotel ZaZa October 2007 - August 2008
Fairmont Hotels and Resorts September 2007 - October 2007
Northwest Association Management April 2007 - July 2007
Mauna Lani Bay Hotel & Bungalows August 2006 - February 2007
Skills
Account Reconciliation, Accounting, Accounts Receivable, Payroll, Auditing, Financial Statements, Internal Controls, Training, Accounts Payable, Financial Reporting, General Ledger, Finance, Hotels
Education
Texas Woman's University 2014 — 2016
Master's degree, Kinesiology and Exercise Science with a focus in Coaching
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
BS, Accounting
Crater High School
Brett Philips's Montgomery Coscia Greilich LLP Experience July 2010 - October 2014
Job Partner at Shifflett & Company, LLP
Industry Accounting
Experience
Shifflett & Company, LLP October 2014 - Present
Montgomery Coscia Greilich LLP July 2010 - October 2014
TravisWolff November 2007 - July 2010
Stoner, Albright & Company February 2005 - November 2007
Skills
Corporate Tax, Income Tax, Private Equity, Accounting, Tax, Investments, Financial Statements, Auditing, Financial Planners, GAAP, International Tax, Tax Returns, Tax Law, Tax Advisory, Mergers, High Net Worth..., Employee Benefits, Mergers & Acquisitions, Transfer Pricing
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2009
MS, Accounting
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2005
BS, Business Administration
Texas State University 1999 — 2001
Shifflett & Company, LLP October 2014 - Present
Montgomery Coscia Greilich LLP July 2010 - October 2014
TravisWolff November 2007 - July 2010
Stoner, Albright & Company February 2005 - November 2007
Skills
Corporate Tax, Income Tax, Private Equity, Accounting, Tax, Investments, Financial Statements, Auditing, Financial Planners, GAAP, International Tax, Tax Returns, Tax Law, Tax Advisory, Mergers, High Net Worth..., Employee Benefits, Mergers & Acquisitions, Transfer Pricing
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2009
MS, Accounting
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2005
BS, Business Administration
Texas State University 1999 — 2001
Michael Cox, CPA Michael Cox, CPA's Montgomery Coscia Greilich LLP Experience November 2011 - Present
Job Financial & Accounting Services Manager
Industry Accounting
Experience
Montgomery Coscia Greilich LLP November 2011 - Present
Rug Doctor March 2008 - November 2011
KPMG 2005 - 2008
Marriott International 1998 - 2004
Skills
Financial Reporting, Financial Analysis, Financial Accounting, General Ledger, Internal Controls, Auditing, Accounting, Process Improvement, GAAP, Sarbanes-Oxley Act, US GAAP, CPA, Financial Audits, Account Reconciliation, Financial Statements, Revenue Recognition, SEC filings, External Audit
Education
Texas Tech University 2000 — 2004
Bachelors of Business Administration, Accounting
Texas Tech University - Rawls College of Business
Montgomery Coscia Greilich LLP November 2011 - Present
Rug Doctor March 2008 - November 2011
KPMG 2005 - 2008
Marriott International 1998 - 2004
Skills
Financial Reporting, Financial Analysis, Financial Accounting, General Ledger, Internal Controls, Auditing, Accounting, Process Improvement, GAAP, Sarbanes-Oxley Act, US GAAP, CPA, Financial Audits, Account Reconciliation, Financial Statements, Revenue Recognition, SEC filings, External Audit
Education
Texas Tech University 2000 — 2004
Bachelors of Business Administration, Accounting
Texas Tech University - Rawls College of Business
Jena Croxton, CPA's Montgomery Coscia Greilich LLP Experience May 2012 - August 2012
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
Montgomery Coscia Greilich LLP May 2012 - August 2012
First Southwest Company May 2011 - August 2011
Skills
GAAP, Accounting, Financial Analysis, Financial Reporting, CPA, Auditing, SEC filings, Internal Controls, Microsoft Excel, Tax, Tax Research, Financial Accounting, Corporate Tax, US GAAP, General Ledger, Partnership Taxation, Income Tax
Education
University of Oklahoma 2012 — 2013
Master of Accountancy, 3.90
University of Oklahoma - Price College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Marketing, 3.65
Deloitte September 2013 - Present
Montgomery Coscia Greilich LLP May 2012 - August 2012
First Southwest Company May 2011 - August 2011
Skills
GAAP, Accounting, Financial Analysis, Financial Reporting, CPA, Auditing, SEC filings, Internal Controls, Microsoft Excel, Tax, Tax Research, Financial Accounting, Corporate Tax, US GAAP, General Ledger, Partnership Taxation, Income Tax
Education
University of Oklahoma 2012 — 2013
Master of Accountancy, 3.90
University of Oklahoma - Price College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Marketing, 3.65
Staci Bullick's Montgomery Coscia Greilich LLP Experience February 2015 - May 2015
Job Student at Texas Tech University Rawls College of Business
Industry Accounting
Experience
Montgomery Coscia Greilich LLP February 2015 - May 2015
DuPont Pioneer July 2013 - August 2013
DuPont Pioneer July 2012 - August 2012
Azle Manor Nursing Home September 2010 - May 2011
Skills
Economics, Financial Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Analysis
Education
Texas Tech University - Rawls College of Business 2011 — 2016
Bachelor of Business Administration in Accounting, Accounting, Concentration in Tax, 4.0
Montgomery Coscia Greilich LLP February 2015 - May 2015
DuPont Pioneer July 2013 - August 2013
DuPont Pioneer July 2012 - August 2012
Azle Manor Nursing Home September 2010 - May 2011
Skills
Economics, Financial Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Analysis
Education
Texas Tech University - Rawls College of Business 2011 — 2016
Bachelor of Business Administration in Accounting, Accounting, Concentration in Tax, 4.0
Mark Kielhorn Mark Kielhorn's Montgomery Coscia Greilich LLP Experience February 2013 - May 2013
Job Senior Tax Associate at EY
Industry Accounting
Experience
EY July 2013 - Present
Montgomery Coscia Greilich LLP February 2013 - May 2013
Verify, Inc. March 2011 - August 2012
Skills
Financial Analysis, Auditing, PowerPoint, Microsoft Office, Microsoft Excel, GoSystems, Tax, Income Tax, Partnership Taxation, Communication, Financial Reporting, Corporate Tax, Financial Statements
Education
The University of Texas at Dallas - School of Management 2011 — 2013
M.S., Accounting
The University of Texas at Austin 2006 — 2010
B.A., Economics
EY July 2013 - Present
Montgomery Coscia Greilich LLP February 2013 - May 2013
Verify, Inc. March 2011 - August 2012
Skills
Financial Analysis, Auditing, PowerPoint, Microsoft Office, Microsoft Excel, GoSystems, Tax, Income Tax, Partnership Taxation, Communication, Financial Reporting, Corporate Tax, Financial Statements
Education
The University of Texas at Dallas - School of Management 2011 — 2013
M.S., Accounting
The University of Texas at Austin 2006 — 2010
B.A., Economics
Shanna (Allen) Roden Shanna (Allen) Roden's Montgomery Coscia Greilich LLP Experience January 2011 - April 2011
Job Tax Staff II at TravisWolff
Industry Accounting
Experience
TravisWolff July 2015 - Present
Dan Lee Smallwood, CPA May 2014 - June 2015
Pattillo Brown & Hill L.L.P September 2013 - April 2014
Whitley Penn June 2012 - August 2013
Montgomery Coscia Greilich LLP January 2011 - April 2011
Skills
Tax Research, Tax Returns, Partnership Taxation, General Ledger, Account Reconciliation, CCH ProSystem fx, GAAP, Corporate Tax, Microsoft Excel, Income Tax, Tax Preparation, QuickBooks, Tax Accounting, ProSeries
Education
Texas Tech University - Rawls College of Business 2008 — 2012
BBA Accounting, Accounting
Texas Woman's University
Master of Business Administration (M.B.A.), Accounting
TravisWolff July 2015 - Present
Dan Lee Smallwood, CPA May 2014 - June 2015
Pattillo Brown & Hill L.L.P September 2013 - April 2014
Whitley Penn June 2012 - August 2013
Montgomery Coscia Greilich LLP January 2011 - April 2011
Skills
Tax Research, Tax Returns, Partnership Taxation, General Ledger, Account Reconciliation, CCH ProSystem fx, GAAP, Corporate Tax, Microsoft Excel, Income Tax, Tax Preparation, QuickBooks, Tax Accounting, ProSeries
Education
Texas Tech University - Rawls College of Business 2008 — 2012
BBA Accounting, Accounting
Texas Woman's University
Master of Business Administration (M.B.A.), Accounting
Ruth Henson, CPA's Montgomery Coscia Greilich LLP Experience December 2014 - 2015
Job Contract Consultant at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Dallas- Ft Worth Area 2014 - Present
Montgomery Coscia Greilich LLP December 2014 - 2015
University of Phoenix 2008 - 2014
CBRE 2007 - 2008
CBRE 2004 - 2007
Trammell Crow Company 2001 - 2004
CapRock Communications/McLeod, USA 1999 - 2001
Other Experiences 1986 - 1999
Skills
Management, Strategic Planning, Leadership Development, Finance, Budgets, Leadership, Financial Modeling, Real Estate Planning, Business Transition..., Financial Analysis, Public Speaking, Staff Development, Management Accounting, Financial Accounting, Oracle, Hyperion Planning, Expense Management, Cognos, Essbase, Smartview, Transition Management, Transition Planning, Change Management, Public Companies, Public Company..., Regulatory Requirements, Financial Planning, Budget Reconciliation, PeopleSoft, People Skills, Real Estate Transactions, Commercial Real Estate, Financial Goals, Financial Forecasting, Trend Forecasting, System Development, Lead Management, Lead Generation, Online Lead Generation, Lead Qualification, Travel Management, Expense Budget..., Headcount Reporting, Headcount Management, G/L Reconciliations, External Audit, Information Technology, Training, Financial Aid..., Telecommunications
Education
University of Oklahoma - Price College of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Dallas- Ft Worth Area 2014 - Present
Montgomery Coscia Greilich LLP December 2014 - 2015
University of Phoenix 2008 - 2014
CBRE 2007 - 2008
CBRE 2004 - 2007
Trammell Crow Company 2001 - 2004
CapRock Communications/McLeod, USA 1999 - 2001
Other Experiences 1986 - 1999
Skills
Management, Strategic Planning, Leadership Development, Finance, Budgets, Leadership, Financial Modeling, Real Estate Planning, Business Transition..., Financial Analysis, Public Speaking, Staff Development, Management Accounting, Financial Accounting, Oracle, Hyperion Planning, Expense Management, Cognos, Essbase, Smartview, Transition Management, Transition Planning, Change Management, Public Companies, Public Company..., Regulatory Requirements, Financial Planning, Budget Reconciliation, PeopleSoft, People Skills, Real Estate Transactions, Commercial Real Estate, Financial Goals, Financial Forecasting, Trend Forecasting, System Development, Lead Management, Lead Generation, Online Lead Generation, Lead Qualification, Travel Management, Expense Budget..., Headcount Reporting, Headcount Management, G/L Reconciliations, External Audit, Information Technology, Training, Financial Aid..., Telecommunications
Education
University of Oklahoma - Price College of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Linda Kuo Linda Kuo's Montgomery Coscia Greilich LLP Experience October 2014 - Present
Job Sr. Bookkeeper at Provident Financial Management
Industry Entertainment
Experience
Montgomery Coscia Greilich LLP October 2014 - Present
Provident Financial Management March 2008 - August 2012
US Marketing Alliance September 2007 - October 2007
Genstar Technologies Co, Inc January 2005 - May 2007
Skills
QuickBooks, Forecasting, Accounting, ERP
Education
University of California, Riverside 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Montgomery Coscia Greilich LLP October 2014 - Present
Provident Financial Management March 2008 - August 2012
US Marketing Alliance September 2007 - October 2007
Genstar Technologies Co, Inc January 2005 - May 2007
Skills
QuickBooks, Forecasting, Accounting, ERP
Education
University of California, Riverside 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Chris Hempel Chris Hempel's Montgomery Coscia Greilich LLP Experience October 2012 - Present
Job Sales Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP October 2012 - Present
Montgomery Coscia Greilich LLP August 2011 - October 2012
Ryan August 2007 - August 2011
Skills
Sales & Use Tax, Tax Research, Tax Audit Representation, Auditing, Sales Tax, Tax, GAAP, CPA, Corporate Tax
Education
Texas Tech University - Rawls College of Business 2003 — 2007
BBA, Accounting, Finance
Coppell High 1999 — 2003
Montgomery Coscia Greilich LLP October 2012 - Present
Montgomery Coscia Greilich LLP August 2011 - October 2012
Ryan August 2007 - August 2011
Skills
Sales & Use Tax, Tax Research, Tax Audit Representation, Auditing, Sales Tax, Tax, GAAP, CPA, Corporate Tax
Education
Texas Tech University - Rawls College of Business 2003 — 2007
BBA, Accounting, Finance
Coppell High 1999 — 2003
Paul Somers Paul Somers's Montgomery Coscia Greilich LLP Experience September 2013 - Present
Job Proposal Coordinator at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP September 2013 - Present
Pegasus Logistics Group November 2010 - September 2013
Farmers Insurance January 2009 - June 2010
Grand Southern Resources June 2007 - January 2008
Skills
Presentation Development, Salesforce.com, Sales Presentations, Presentations, C-Level Presentations, Company Presentations, Executive Presentations, High-Impact Sales..., Marketing, Marketing Strategy, Social Media Marketing, Marketing Communications, Net Promoter Score, Forecasting, Revenue Forecasting, Proposal Writing, Proposal Generation, Proposal Leadership, Proposal Production, Drafting Proposals, Proposal Support, Analysis, Business Analysis, Data Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Insurance, Property & Casualty..., Insurance Adjusting, RFQ, RFQ Development, RFP, RFP Design, RFP Generation, RFI, Sales Growth, Growth Strategies, Strategic Planning, Strategic Thinking, Transportation, Supply Chain Management, Logistics, Process Improvement, Sales Process, Logistics Management, Entrepreneurship, Pricing, Sales
Education
The University of Texas at Dallas 2002 — 2006
Bachelor of Science, Business Administration
Montgomery Coscia Greilich LLP September 2013 - Present
Pegasus Logistics Group November 2010 - September 2013
Farmers Insurance January 2009 - June 2010
Grand Southern Resources June 2007 - January 2008
Skills
Presentation Development, Salesforce.com, Sales Presentations, Presentations, C-Level Presentations, Company Presentations, Executive Presentations, High-Impact Sales..., Marketing, Marketing Strategy, Social Media Marketing, Marketing Communications, Net Promoter Score, Forecasting, Revenue Forecasting, Proposal Writing, Proposal Generation, Proposal Leadership, Proposal Production, Drafting Proposals, Proposal Support, Analysis, Business Analysis, Data Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Insurance, Property & Casualty..., Insurance Adjusting, RFQ, RFQ Development, RFP, RFP Design, RFP Generation, RFI, Sales Growth, Growth Strategies, Strategic Planning, Strategic Thinking, Transportation, Supply Chain Management, Logistics, Process Improvement, Sales Process, Logistics Management, Entrepreneurship, Pricing, Sales
Education
The University of Texas at Dallas 2002 — 2006
Bachelor of Science, Business Administration
Jason Slavsky Jason Slavsky's Montgomery Coscia Greilich LLP Experience August 2013 - Present
Job Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2013 - Present
Anton Collins Mitchell LLP July 2010 - August 2013
EKS&H November 2007 - June 2010
Skills
Tax Research, Corporate Tax, Tax, Income Tax, Tax Accounting, SEC filings, Partnership Taxation, Tax Preparation, Tax Returns, CPA
Education
University of Denver 2006 — 2008
Master's, Tax
Montgomery Coscia Greilich LLP August 2013 - Present
Anton Collins Mitchell LLP July 2010 - August 2013
EKS&H November 2007 - June 2010
Skills
Tax Research, Corporate Tax, Tax, Income Tax, Tax Accounting, SEC filings, Partnership Taxation, Tax Preparation, Tax Returns, CPA
Education
University of Denver 2006 — 2008
Master's, Tax
Lisa Moss Lisa Moss's Montgomery Coscia Greilich LLP Experience March 2010 - July 2011
Job Property Controller at Simon Property Group
Industry Real Estate
Experience
Simon Property Group July 2011 - Present
Richardson Area Chapter, National Charity League, Inc. April 2009 - Present
Montgomery Coscia Greilich LLP March 2010 - July 2011
Moss Enterprises, Inc. November 2009 - March 2010
National Charity League, Inc. 2007 - 2010
Baymon LLC October 2004 - October 2009
Moss Enterprises, Inc August 2001 - October 2004
Millipore, Inc August 1995 - August 2001
S & J Shoes, Inc January 1989 - June 1995
Forestwood National Bank September 1985 - December 1988
Skills
QuickBooks, Accounting, Accounts Receivable, Budgets, Financial Reporting, General Ledger, Financial Analysis, Accounts Payable, Account Reconciliation, Financial Accounting, Auditing, Tax, Cash Flow, Internal Controls, Accruals, Invoicing, Management
Education
The University of Texas at Dallas
BS, Business Administration - Accounting
Simon Property Group July 2011 - Present
Richardson Area Chapter, National Charity League, Inc. April 2009 - Present
Montgomery Coscia Greilich LLP March 2010 - July 2011
Moss Enterprises, Inc. November 2009 - March 2010
National Charity League, Inc. 2007 - 2010
Baymon LLC October 2004 - October 2009
Moss Enterprises, Inc August 2001 - October 2004
Millipore, Inc August 1995 - August 2001
S & J Shoes, Inc January 1989 - June 1995
Forestwood National Bank September 1985 - December 1988
Skills
QuickBooks, Accounting, Accounts Receivable, Budgets, Financial Reporting, General Ledger, Financial Analysis, Accounts Payable, Account Reconciliation, Financial Accounting, Auditing, Tax, Cash Flow, Internal Controls, Accruals, Invoicing, Management
Education
The University of Texas at Dallas
BS, Business Administration - Accounting
Ross Taylor, CPA's Montgomery Coscia Greilich LLP Experience July 2013 - Present
Job Capital & Business Advisory Services at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP July 2013 - Present
Cenikor Foundation August 2011 - Present
Montgomery Coscia Greilich LLP January 2013 - July 2013
C Spire Personalized Wireless May 2012 - December 2012
Montgomery Coscia Greilich LLP November 2010 - May 2012
Horne LLP September 2009 - November 2010
Skills
Accounting, Auditing, Financial Analysis, Excel, Financial Reporting, Microsoft Excel, SEC filings, GAAP, Financial Accounting, US GAAP, CPA, Internal Controls, External Audit, Tax, Sarbanes-Oxley Act, General Ledger
Education
University of Mississippi 2008 — 2009
Master, Accountancy
University of Mississippi 2004 — 2008
Bachelors, Accountancy
Montgomery Coscia Greilich LLP July 2013 - Present
Cenikor Foundation August 2011 - Present
Montgomery Coscia Greilich LLP January 2013 - July 2013
C Spire Personalized Wireless May 2012 - December 2012
Montgomery Coscia Greilich LLP November 2010 - May 2012
Horne LLP September 2009 - November 2010
Skills
Accounting, Auditing, Financial Analysis, Excel, Financial Reporting, Microsoft Excel, SEC filings, GAAP, Financial Accounting, US GAAP, CPA, Internal Controls, External Audit, Tax, Sarbanes-Oxley Act, General Ledger
Education
University of Mississippi 2008 — 2009
Master, Accountancy
University of Mississippi 2004 — 2008
Bachelors, Accountancy
Bobbie Johnson's Montgomery Coscia Greilich LLP Experience March 2008 - October 2013
Job Executive Assistant to CFO at WorldVentures
Industry Accounting
Experience
WorldVentures June 2014 - Present
Montgomery Coscia Greilich LLP March 2008 - October 2013
Kforce October 2005 - March 2008
Spherion April 2003 - October 2005
Spherion April 2003 - March 2004
BKR Cornwall Jackson June 2001 - November 2001
Barse & Company January 2000 - June 2001
Skills
Various accounting..., Peachtree, PeopleSoft, AS400, CICS, Microsoft Office 95,..., Windows 7, MS Outlook, PowerPoint, Windows Vista, XCM, Document, Microsoft Excel, Outlook, Accounting, Microsoft Word, Access, Administrative..., Executive Support, Microsoft Office 2010, Able2Extract, ProSystem fx Suite, ProSystem fx Engagement, ProSystem fx Practice..., Sharepoint, Adobe Acrobat, Notary Public, People Skills, SharePoint, Accounts Receivable, Data Entry, Spreadsheets, Invoicing, Adobe, Training, Recruiting, Payroll, Budgets, Administrative..., Microsoft Office
Education
Devry Institute of Technology 1999 — 2001
Associates Degree, Accounting, 3.2
Trinity Valley Community College 1997 — 1999
Accounting
The University of Texas at San Antonio 1996 — 1997
General
WorldVentures June 2014 - Present
Montgomery Coscia Greilich LLP March 2008 - October 2013
Kforce October 2005 - March 2008
Spherion April 2003 - October 2005
Spherion April 2003 - March 2004
BKR Cornwall Jackson June 2001 - November 2001
Barse & Company January 2000 - June 2001
Skills
Various accounting..., Peachtree, PeopleSoft, AS400, CICS, Microsoft Office 95,..., Windows 7, MS Outlook, PowerPoint, Windows Vista, XCM, Document, Microsoft Excel, Outlook, Accounting, Microsoft Word, Access, Administrative..., Executive Support, Microsoft Office 2010, Able2Extract, ProSystem fx Suite, ProSystem fx Engagement, ProSystem fx Practice..., Sharepoint, Adobe Acrobat, Notary Public, People Skills, SharePoint, Accounts Receivable, Data Entry, Spreadsheets, Invoicing, Adobe, Training, Recruiting, Payroll, Budgets, Administrative..., Microsoft Office
Education
Devry Institute of Technology 1999 — 2001
Associates Degree, Accounting, 3.2
Trinity Valley Community College 1997 — 1999
Accounting
The University of Texas at San Antonio 1996 — 1997
General
Leticia Vargas Leticia Vargas's Montgomery Coscia Greilich LLP Experience November 2014 - Present
Job Billing Coordinator at Montgomery Coscia Greilich LLP
Industry Law Practice
Experience
Montgomery Coscia Greilich LLP November 2014 - Present
Vincent Lopez Serafino & Jenevein, P.C. February 2007 - October 2014
Vial, Hamilton, Koch & Knox June 2006 - February 2007
Akin Gump Strauss Hauer & Feld LLP January 1998 - January 2002
Skills
QuickBooks, Microsoft Word, Litigation Support, Invoicing, Microsoft Office, Tax, Accounts Receivable, Auditing, Courts, Account Reconciliation, Accounting, Microsoft Excel
Education
University of Phoenix 2006 — 2009
Accounting
Montgomery Coscia Greilich LLP November 2014 - Present
Vincent Lopez Serafino & Jenevein, P.C. February 2007 - October 2014
Vial, Hamilton, Koch & Knox June 2006 - February 2007
Akin Gump Strauss Hauer & Feld LLP January 1998 - January 2002
Skills
QuickBooks, Microsoft Word, Litigation Support, Invoicing, Microsoft Office, Tax, Accounts Receivable, Auditing, Courts, Account Reconciliation, Accounting, Microsoft Excel
Education
University of Phoenix 2006 — 2009
Accounting
Kayla Palmer Kayla Palmer's Montgomery Coscia Greilich LLP Experience June 2014 - May 2015
Job Category Specialist
Industry Retail
Experience
Walmart June 2015 - Present
Montgomery Coscia Greilich LLP June 2014 - May 2015
Ivie June 2013 - June 2014
USA Truck, Inc. May 2011 - August 2012
Skills
Customer Service, Data Entry, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Transportation, Time Management, Social Media, Facebook, Sales, Dispatching, Public Speaking, Telephone Skills, Social Media Marketing, Marketing, Advertising, Budgets, Online Marketing, Media Buying
Education
University of Arkansas at Fayetteville 2008 — 2013
Bachelor of Arts (B.A.), Communication
Walmart June 2015 - Present
Montgomery Coscia Greilich LLP June 2014 - May 2015
Ivie June 2013 - June 2014
USA Truck, Inc. May 2011 - August 2012
Skills
Customer Service, Data Entry, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Transportation, Time Management, Social Media, Facebook, Sales, Dispatching, Public Speaking, Telephone Skills, Social Media Marketing, Marketing, Advertising, Budgets, Online Marketing, Media Buying
Education
University of Arkansas at Fayetteville 2008 — 2013
Bachelor of Arts (B.A.), Communication
Emily Campiere's Montgomery Coscia Greilich LLP Experience January 2015 - Present
Job Consulting Staff Associate
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2015 - Present
Education
University of Louisiana at Lafayette 2010 — 2014
Bachelor of Science and Business Administration, Accounting
Montgomery Coscia Greilich LLP January 2015 - Present
Education
University of Louisiana at Lafayette 2010 — 2014
Bachelor of Science and Business Administration, Accounting
Abdullah Usudan Abdullah Usudan's Montgomery Coscia Greilich LLP Experience November 2014 - Present
Job Staff at Montgomery Coscia Greilich LLP
Industry Management Consulting
Experience
Montgomery Coscia Greilich LLP November 2014 - Present
KPMG August 2012 - November 2014
Town Lake Capital June 2011 - July 2011
Skills
Financial Analysis, Financial Modeling, Project Management, Account Reconciliation, Financial Accounting, Manage Client..., Public Speaking, Microsoft Office, PeopleSoft, Oracle, SAP Netweaver, Managerial Finance, Accounting
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Corporate Finance
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Government, Cum Laude
Montgomery Coscia Greilich LLP November 2014 - Present
KPMG August 2012 - November 2014
Town Lake Capital June 2011 - July 2011
Skills
Financial Analysis, Financial Modeling, Project Management, Account Reconciliation, Financial Accounting, Manage Client..., Public Speaking, Microsoft Office, PeopleSoft, Oracle, SAP Netweaver, Managerial Finance, Accounting
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Corporate Finance
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Government, Cum Laude
Dorothy Wood, CPA Dorothy Wood, CPA's Montgomery Coscia Greilich LLP Experience October 2014 - Present
Job Audit Senior Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP October 2014 - Present
Padgett, Stratemann & Co., LLP January 2010 - October 2014
Neiman Marcus 2005 - 2008
Skills
GAAP, External Audit, Auditing, US GAAP, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, Financial Statements
Education
Texas State University 2005 — 2008
Bachelor's degree, Accounting
The University of Texas at El Paso 2003 — 2005
Montgomery Coscia Greilich LLP October 2014 - Present
Padgett, Stratemann & Co., LLP January 2010 - October 2014
Neiman Marcus 2005 - 2008
Skills
GAAP, External Audit, Auditing, US GAAP, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, Financial Statements
Education
Texas State University 2005 — 2008
Bachelor's degree, Accounting
The University of Texas at El Paso 2003 — 2005
Zachary Leary, EA's Montgomery Coscia Greilich LLP Experience April 2015 - Present
Job Tax Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP April 2015 - Present
SMD Consulting & Accounting, LLC August 2011 - April 2015
Griffith & Company, CPA, P.C. November 2007 - April 2011
Whole Foods Market April 2004 - April 2006
Skills
Accounting, Income Tax, Account Reconciliation, QuickBooks, Tax, Microsoft Excel, Microsoft Word, Outlook, General Ledger, Payroll, Bookkeeping, Corporate Tax, Tax Preparation, Journal Entries, Fixed Assets, Bank Reconciliation, Financial Reporting, Sales Tax, Accounts Receivable, Accounts Payable, Financial Accounting, Tax Accounting, Tax Returns, Microsoft Office, Financial Analysis, Financial Statements
Education
University of North Texas 2007 — 2009
B.S., Accounting Control Systems, 3.5 Overall GPA
Montgomery Coscia Greilich LLP April 2015 - Present
SMD Consulting & Accounting, LLC August 2011 - April 2015
Griffith & Company, CPA, P.C. November 2007 - April 2011
Whole Foods Market April 2004 - April 2006
Skills
Accounting, Income Tax, Account Reconciliation, QuickBooks, Tax, Microsoft Excel, Microsoft Word, Outlook, General Ledger, Payroll, Bookkeeping, Corporate Tax, Tax Preparation, Journal Entries, Fixed Assets, Bank Reconciliation, Financial Reporting, Sales Tax, Accounts Receivable, Accounts Payable, Financial Accounting, Tax Accounting, Tax Returns, Microsoft Office, Financial Analysis, Financial Statements
Education
University of North Texas 2007 — 2009
B.S., Accounting Control Systems, 3.5 Overall GPA
Melissa Andrie-Daniel Melissa Andrie-Daniel's Montgomery Coscia Greilich LLP Experience August 2000 - February 2009
Job Accounting/Tax at Bruner Cox LLP
Industry Accounting
Experience
Bruner Cox LLP August 2014 - Present
Montgomery Coscia Greilich LLP August 2000 - February 2009
Education
Texas Woman's University 1993 — 1997
Bachelor’s Degree, Criminal Justice and Sociology, 3.5
Bruner Cox LLP August 2014 - Present
Montgomery Coscia Greilich LLP August 2000 - February 2009
Education
Texas Woman's University 1993 — 1997
Bachelor’s Degree, Criminal Justice and Sociology, 3.5
Jennifer Giannini Jennifer Giannini's Montgomery Coscia Greilich LLP Experience November 2005 - Present
Job Audit Senior Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP November 2005 - Present
The Walton Group LLC September 2001 - November 2005
Hartman Leito & Bolt LLP September 1997 - September 2001
Leroy Howe & Company 1994 - 1996
Skills
Auditing, Financial Reporting, GAAP, US GAAP, Tax, External Audit, Internal Controls, Accounting, CPA, Mergers & Acquisitions, Revenue Recognition, Financial Accounting, Consolidation, Financial Audits, SEC filings, Financial Statements, General Ledger, Sarbanes-Oxley, Assurance, Sarbanes-Oxley Act, SEC Filings
Education
University of North Texas 1990 — 1996
Science
Montgomery Coscia Greilich LLP November 2005 - Present
The Walton Group LLC September 2001 - November 2005
Hartman Leito & Bolt LLP September 1997 - September 2001
Leroy Howe & Company 1994 - 1996
Skills
Auditing, Financial Reporting, GAAP, US GAAP, Tax, External Audit, Internal Controls, Accounting, CPA, Mergers & Acquisitions, Revenue Recognition, Financial Accounting, Consolidation, Financial Audits, SEC filings, Financial Statements, General Ledger, Sarbanes-Oxley, Assurance, Sarbanes-Oxley Act, SEC Filings
Education
University of North Texas 1990 — 1996
Science
Jennifer Robbins Jennifer Robbins's Montgomery Coscia Greilich LLP Experience July 2010 - May 2011
Job I handle all things content (strategy, creation, editing, and management) for small businesses & entrepreneurs.
Industry Writing and Editing
Experience
J Bryant Creative June 2011 - Present
Proformative January 2012 - Present
Montgomery Coscia Greilich LLP July 2010 - May 2011
BKD, LLP July 2009 - July 2010
Allstate August 2008 - May 2009
Windmill, Student Journal August 2008 - May 2009
World Literature Today August 2008 - December 2008
KBA Group LLP June 2008 - August 2008
Grant Thornton LLP January 2008 - March 2008
Skills
Writing, Editing, Proofreading, Newsletters, Copy Editing, Blogging, Microsoft Word, Social Media, Accounting, Financial Accounting, Invoicing, Spreadsheets, Tax Accounting, Tax Preparation, Word, Freelance Writing, Resume Writing, Text Editing, Press Releases, Corporate Blogging, Wordpress, Twitter, Facebook, Tumblr, Customer Engagement, Tax, WordPress
Education
University of Oklahoma 2004 — 2009
Bachelor of Business Administration, Accounting
J Bryant Creative June 2011 - Present
Proformative January 2012 - Present
Montgomery Coscia Greilich LLP July 2010 - May 2011
BKD, LLP July 2009 - July 2010
Allstate August 2008 - May 2009
Windmill, Student Journal August 2008 - May 2009
World Literature Today August 2008 - December 2008
KBA Group LLP June 2008 - August 2008
Grant Thornton LLP January 2008 - March 2008
Skills
Writing, Editing, Proofreading, Newsletters, Copy Editing, Blogging, Microsoft Word, Social Media, Accounting, Financial Accounting, Invoicing, Spreadsheets, Tax Accounting, Tax Preparation, Word, Freelance Writing, Resume Writing, Text Editing, Press Releases, Corporate Blogging, Wordpress, Twitter, Facebook, Tumblr, Customer Engagement, Tax, WordPress
Education
University of Oklahoma 2004 — 2009
Bachelor of Business Administration, Accounting
Peyton Newman Peyton Newman's Montgomery Coscia Greilich LLP Experience April 2014 - August 2014
Job Accounting Major at The University of Oklahoma
Industry Accounting
Experience
Charlestons Restaurant January 2015 - Present
Montgomery Coscia Greilich LLP April 2014 - August 2014
Montgomery Coscia Greilich LLP January 2014 - April 2014
Montgomery Coscia Greilich LLP August 2013 - January 2014
Montgomery Coscia Greilich LLP September 2011 - August 2013
Skills
Learning Quickly, Accounting, Financial Reporting, QuickBooks, Corporate Tax, US GAAP, Financial Statements, Internal Controls, Customer Service, Account Reconciliation, Auditing, External Audit, Tax, Income Tax, Financial Accounting, GAAP, General Ledger, Telephone Skills, Mergers & Acquisitions, SEC Filings, Finance
Education
University of Oklahoma 2014 — 2016
Accounting and Finance
Charlestons Restaurant January 2015 - Present
Montgomery Coscia Greilich LLP April 2014 - August 2014
Montgomery Coscia Greilich LLP January 2014 - April 2014
Montgomery Coscia Greilich LLP August 2013 - January 2014
Montgomery Coscia Greilich LLP September 2011 - August 2013
Skills
Learning Quickly, Accounting, Financial Reporting, QuickBooks, Corporate Tax, US GAAP, Financial Statements, Internal Controls, Customer Service, Account Reconciliation, Auditing, External Audit, Tax, Income Tax, Financial Accounting, GAAP, General Ledger, Telephone Skills, Mergers & Acquisitions, SEC Filings, Finance
Education
University of Oklahoma 2014 — 2016
Accounting and Finance
Victoria Nelms Victoria Nelms's Montgomery Coscia Greilich LLP Experience August 2015 - Present
Job Tax Staff Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2015 - Present
Linkex, Inc. June 2013 - September 2014
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, General Ledger, Accounting, Microsoft Office, Financial Reporting, Outlook, Public Speaking, Customer Service, Leadership
Education
University of North Texas 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, 3.129
Montgomery Coscia Greilich LLP August 2015 - Present
Linkex, Inc. June 2013 - September 2014
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, General Ledger, Accounting, Microsoft Office, Financial Reporting, Outlook, Public Speaking, Customer Service, Leadership
Education
University of North Texas 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, 3.129
Bradley Weltens's Montgomery Coscia Greilich LLP Experience
Job
Industry Accounting
Experience
Montgomery Coscia Greilich LLP
Skills
Microsoft Office, Finance, Financial Analysis, Teamwork, Financial Modeling, GAAP, Auditing, Corporate Finance
Education
University of Mississippi 2010 — 2014
Bachelor's Degree, Accountancy
University of Mississippi
Montgomery Coscia Greilich LLP
Skills
Microsoft Office, Finance, Financial Analysis, Teamwork, Financial Modeling, GAAP, Auditing, Corporate Finance
Education
University of Mississippi 2010 — 2014
Bachelor's Degree, Accountancy
University of Mississippi
Boomer Phillips Boomer Phillips's Montgomery Coscia Greilich LLP Experience 2009 - 2012
Job Owner at Boom Editing
Industry Music
Experience
Boom Editing 2002 - Present
Montgomery Coscia Greilich LLP 2009 - 2012
XTO Energy 2006 - 2008
Skills
Microsoft Excel
Education
University of North Texas 2005 — 2010
Economics
Boom Editing 2002 - Present
Montgomery Coscia Greilich LLP 2009 - 2012
XTO Energy 2006 - 2008
Skills
Microsoft Excel
Education
University of North Texas 2005 — 2010
Economics
Jared Stephens Jared Stephens's Montgomery Coscia Greilich LLP Experience January 2015 - Present
Job Texas Tech Rawls College of Business Graduate Student
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2015 - Present
Baskin Robbins January 2011 - August 2011
Baskin Robbins January 2011 - August 2011
Skills
Accounting, Financial Accounting, General Ledger, Bookkeeping, Cash Flow, US GAAP, Cash Management, Finance, Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Teamwork, Managerial Finance, Peachtree, Data Entry, Spreadsheets, Outlook
Education
Texas Tech University - Rawls College of Business 2011 — 2016
Master of Science (MS), Accounting, Graduate
Texas Tech University 2011 — 2015
Accounting
Montgomery Coscia Greilich LLP January 2015 - Present
Baskin Robbins January 2011 - August 2011
Baskin Robbins January 2011 - August 2011
Skills
Accounting, Financial Accounting, General Ledger, Bookkeeping, Cash Flow, US GAAP, Cash Management, Finance, Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Teamwork, Managerial Finance, Peachtree, Data Entry, Spreadsheets, Outlook
Education
Texas Tech University - Rawls College of Business 2011 — 2016
Master of Science (MS), Accounting, Graduate
Texas Tech University 2011 — 2015
Accounting
Brent Shaffer Brent Shaffer's Montgomery Coscia Greilich LLP Experience December 2012 - August 2015
Job Managing Director at Frydland & Co LLC
Industry Accounting
Experience
Frydland & Co LLC September 2015 - Present
Montgomery Coscia Greilich LLP December 2012 - August 2015
Grant Thornton LLP June 2009 - November 2012
Verde Realty April 2005 - May 2009
GE 2001 - 2005
Security Capital Group 1997 - 2002
Arthur Andersen 1991 - 1997
Education
The University of Texas at Austin 1990 — 1991
Masters in Professional Accounting, Taxation
The University of Texas at Austin 1986 — 1991
Bachelor of Business Administration (BBA), Accounting
Frydland & Co LLC September 2015 - Present
Montgomery Coscia Greilich LLP December 2012 - August 2015
Grant Thornton LLP June 2009 - November 2012
Verde Realty April 2005 - May 2009
GE 2001 - 2005
Security Capital Group 1997 - 2002
Arthur Andersen 1991 - 1997
Education
The University of Texas at Austin 1990 — 1991
Masters in Professional Accounting, Taxation
The University of Texas at Austin 1986 — 1991
Bachelor of Business Administration (BBA), Accounting
Dustan Watkins Dustan Watkins's Montgomery Coscia Greilich LLP Experience January 2015 - Present
Job Consulting Services Senior at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2015 - Present
Holtzman Partners May 2011 - April 2014
Education
The University of Texas at Austin 2010 — 2010
Master in Professional Accounting
The University of Texas at Austin 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Montgomery Coscia Greilich LLP January 2015 - Present
Holtzman Partners May 2011 - April 2014
Education
The University of Texas at Austin 2010 — 2010
Master in Professional Accounting
The University of Texas at Austin 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Hilda Garcia Hilda Garcia's Montgomery Coscia Greilich LLP Experience October 2013 - January 2014
Job Accounting Student at The University of Texas at Dallas
Industry Accounting
Experience
Montgomery Coscia Greilich LLP October 2013 - January 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Financial Accounting, Auditing, QuickBooks, Bookkeeping, Account Reconciliation, Tax, General Ledger, US GAAP, Financial Reporting, Income Tax
Education
The University of Texas at Dallas 2011 — 2015
Bachelors of Science, Accounting and Finance
Montgomery Coscia Greilich LLP October 2013 - January 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Financial Accounting, Auditing, QuickBooks, Bookkeeping, Account Reconciliation, Tax, General Ledger, US GAAP, Financial Reporting, Income Tax
Education
The University of Texas at Dallas 2011 — 2015
Bachelors of Science, Accounting and Finance
Taylor Adams Taylor Adams's Montgomery Coscia Greilich LLP Experience June 2007 - December 2010
Job Business Operations Associate at Hillwood
Industry Accounting
Experience
Hillwood August 2014 - Present
CBRE April 2013 - August 2014
CB Richard Ellis January 2011 - April 2013
Montgomery Coscia Greilich LLP June 2007 - December 2010
Skills
Auditing, Accounting, Finance, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, General Ledger, Internal Audit, Internal Controls, Revenue Recognition, SEC filings, Financial Statements, US GAAP
Education
Texas Tech University - Rawls College of Business 2002 — 2006
Accounting - BA, Accounting
Hillwood August 2014 - Present
CBRE April 2013 - August 2014
CB Richard Ellis January 2011 - April 2013
Montgomery Coscia Greilich LLP June 2007 - December 2010
Skills
Auditing, Accounting, Finance, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, General Ledger, Internal Audit, Internal Controls, Revenue Recognition, SEC filings, Financial Statements, US GAAP
Education
Texas Tech University - Rawls College of Business 2002 — 2006
Accounting - BA, Accounting
Devin Higgins Devin Higgins's Montgomery Coscia Greilich LLP Experience June 2015 - July 2015
Job Student at The University of Texas at Dallas
Industry Accounting
Experience
Montgomery Coscia Greilich LLP June 2015 - July 2015
HEB September 2013 - January 2014
Sweet Caroline's Snowcone Trailer May 2012 - August 2013
Skills
Soccer, Running, Mathematics, Creative Writing, Critical Thinking, Cashiering, Cash Handling Experience, Sports, Integrity, Teamwork, Analytical Skills, People Skills, Social Skills, Adaptation, Microsoft Excel, Customer Service, Microsoft Word
Education
The University of Texas at Dallas 2012 — 2016
Accounting and Finance
Montgomery Coscia Greilich LLP June 2015 - July 2015
HEB September 2013 - January 2014
Sweet Caroline's Snowcone Trailer May 2012 - August 2013
Skills
Soccer, Running, Mathematics, Creative Writing, Critical Thinking, Cashiering, Cash Handling Experience, Sports, Integrity, Teamwork, Analytical Skills, People Skills, Social Skills, Adaptation, Microsoft Excel, Customer Service, Microsoft Word
Education
The University of Texas at Dallas 2012 — 2016
Accounting and Finance
Taylor Stewart Taylor Stewart's Montgomery Coscia Greilich LLP Experience May 2012 - August 2012
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC September 2013 - Present
Montgomery Coscia Greilich LLP May 2012 - August 2012
Price College of Business Student Investment Fund August 2011 - May 2012
Belmar Golf Club May 2011 - September 2011
Morren Home Improvement August 2009 - December 2009
Macro Financial June 2009 - August 2009
Austad's Golf April 2007 - August 2008
Skills
Accounting, Financial Analysis, Microsoft Excel, GAAP, Financial Modeling, Financial Reporting, Financial Accounting, Auditing, US GAAP, PowerPoint, Microsoft Office, Microsoft Word
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Masters, Accounting
University of Oklahoma - Price College of Business 2008 — 2012
Bachelor, Business Administration; Finance and Accounting
PwC September 2013 - Present
Montgomery Coscia Greilich LLP May 2012 - August 2012
Price College of Business Student Investment Fund August 2011 - May 2012
Belmar Golf Club May 2011 - September 2011
Morren Home Improvement August 2009 - December 2009
Macro Financial June 2009 - August 2009
Austad's Golf April 2007 - August 2008
Skills
Accounting, Financial Analysis, Microsoft Excel, GAAP, Financial Modeling, Financial Reporting, Financial Accounting, Auditing, US GAAP, PowerPoint, Microsoft Office, Microsoft Word
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Masters, Accounting
University of Oklahoma - Price College of Business 2008 — 2012
Bachelor, Business Administration; Finance and Accounting
Myra Bitar's Montgomery Coscia Greilich LLP Experience February 2011 - Present
Job Senior Accountant at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP February 2011 - Present
Fossil September 2007 - January 2011
Skills
General Ledger, Accounting, Auditing
Education
The University of Texas at Dallas - School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Accounting
The University of Texas at Dallas 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Montgomery Coscia Greilich LLP February 2011 - Present
Fossil September 2007 - January 2011
Skills
General Ledger, Accounting, Auditing
Education
The University of Texas at Dallas - School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Accounting
The University of Texas at Dallas 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Anisa Din Anisa Din's Montgomery Coscia Greilich LLP Experience October 2013 - Present
Job Intern at PricewaterhouseCoopers
Industry Accounting
Experience
Montgomery Coscia Greilich LLP October 2013 - Present
Gideon Math and Reading Center August 2012 - August 2013
Legacy Texas Bank June 2012 - July 2012
Tommy Hilfiger December 2011 - May 2012
Skills
Public Speaking, Microsoft Excel, Customer Service, Creative Problem Solving, Microsoft Office, Data Processing, Team Leadership, Academic Tutoring
Education
The University of Texas at Dallas 2012 — 2016
Accounting
Montgomery Coscia Greilich LLP October 2013 - Present
Gideon Math and Reading Center August 2012 - August 2013
Legacy Texas Bank June 2012 - July 2012
Tommy Hilfiger December 2011 - May 2012
Skills
Public Speaking, Microsoft Excel, Customer Service, Creative Problem Solving, Microsoft Office, Data Processing, Team Leadership, Academic Tutoring
Education
The University of Texas at Dallas 2012 — 2016
Accounting
Erica Rogers Erica Rogers's Montgomery Coscia Greilich LLP Experience January 2011 - Present
Job Partner at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2011 - Present
Montgomery Coscia Greilich LLP June 2005 - December 2010
Kurtz & Company PC December 2004 - May 2005
KBA Group LLP August 2001 - December 2004
Skills
Tax, Income Tax, Accounting, Corporate Tax, CPA, High Net Worth...
Education
University of North Texas 1995 — 2001
Master of Science, Accounting - Specialization in Taxation
University of North Texas 1995 — 2001
Bachelor of Science, Accounting
Denton High School 1991 — 1995
Montgomery Coscia Greilich LLP January 2011 - Present
Montgomery Coscia Greilich LLP June 2005 - December 2010
Kurtz & Company PC December 2004 - May 2005
KBA Group LLP August 2001 - December 2004
Skills
Tax, Income Tax, Accounting, Corporate Tax, CPA, High Net Worth...
Education
University of North Texas 1995 — 2001
Master of Science, Accounting - Specialization in Taxation
University of North Texas 1995 — 2001
Bachelor of Science, Accounting
Denton High School 1991 — 1995
Javier Coindreau's Montgomery Coscia Greilich LLP Experience January 2012 - January 2014
Job Brand Revenue Manager for Remington Hotels
Industry Financial Services
Experience
Remington Hotels June 2015 - Present
Hilton Worldwide November 2014 - June 2015
Hilton Worldwide January 2014 - November 2014
Montgomery Coscia Greilich LLP January 2012 - January 2014
The Holbrook Company September 2007 - December 2011
Maxi Money Services - Formerly Maxitransfers Corporation April 2004 - September 2007
Skills
Revenue Analysis, Yield Management, Customer Service, Management, Financial Statements, Accounting, Pricing Strategy, Inventory Management, Market Share Analysis, Demand Planning, Demand Forecasting, Tax, Tax Preparation, GoSystems, Income Tax, Tax Research, Corporate Tax, Partnership Taxation, Accounts Receivable, CCH ProSystem fx, Account Reconciliation
Education
The University of Texas at Arlington 2002 — 2007
BBA International Business Administration, Dual Concentration in Finance and French
Remington Hotels June 2015 - Present
Hilton Worldwide November 2014 - June 2015
Hilton Worldwide January 2014 - November 2014
Montgomery Coscia Greilich LLP January 2012 - January 2014
The Holbrook Company September 2007 - December 2011
Maxi Money Services - Formerly Maxitransfers Corporation April 2004 - September 2007
Skills
Revenue Analysis, Yield Management, Customer Service, Management, Financial Statements, Accounting, Pricing Strategy, Inventory Management, Market Share Analysis, Demand Planning, Demand Forecasting, Tax, Tax Preparation, GoSystems, Income Tax, Tax Research, Corporate Tax, Partnership Taxation, Accounts Receivable, CCH ProSystem fx, Account Reconciliation
Education
The University of Texas at Arlington 2002 — 2007
BBA International Business Administration, Dual Concentration in Finance and French
Dustin Shaffer Dustin Shaffer's Montgomery Coscia Greilich LLP Experience January 2011 - Present
Job Partner at MCG Group
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2011 - Present
Montgomery Coscia Greilich LLP February 2007 - December 2010
Neiman Marcus October 2005 - February 2007
KPMG LLP March 2002 - October 2005
Arthur Andersen July 2000 - March 2002
Skills
Management, CPA, Corporate Tax, Tax, Income Tax, Mergers & Acquisitions, US GAAP, GAAP, Accounting, Finance, Financial Reporting, SEC filings, Auditing, Financial Planners, Tax Research, Partnership Taxation, Revenue Recognition, External Audit
Education
University of Oklahoma - Price College of Business 1995 — 2000
Masters, Accounting
Montgomery Coscia Greilich LLP January 2011 - Present
Montgomery Coscia Greilich LLP February 2007 - December 2010
Neiman Marcus October 2005 - February 2007
KPMG LLP March 2002 - October 2005
Arthur Andersen July 2000 - March 2002
Skills
Management, CPA, Corporate Tax, Tax, Income Tax, Mergers & Acquisitions, US GAAP, GAAP, Accounting, Finance, Financial Reporting, SEC filings, Auditing, Financial Planners, Tax Research, Partnership Taxation, Revenue Recognition, External Audit
Education
University of Oklahoma - Price College of Business 1995 — 2000
Masters, Accounting
Joe Madrid, MBA Joe Madrid, MBA's Montgomery Coscia Greilich LLP Experience 2011 - 2013
Job Tax Accountant
Industry Accounting
Experience
Cain Watters & Associates February 2014 - Present
US Army December 1994 - Present
Montgomery Coscia Greilich LLP 2011 - 2013
Department of the Army 2008 - 2011
Sears Holdings 2005 - 2008
Skills
Leadership, Tax Research, Tax Accounting, Financial Statements, Account Reconciliation, Partnership Taxation, Corporate Tax, Tax, Accounting
Education
US Army Command and General Staff College 2010 — 2012
Command and General Staff Officer Course (CGSOC), Leadership and Operational Art
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Accounting
The University of Texas at Arlington 1998 — 2000
Bachelor of Arts (BA), Criminal Justice and Corrections
Cain Watters & Associates February 2014 - Present
US Army December 1994 - Present
Montgomery Coscia Greilich LLP 2011 - 2013
Department of the Army 2008 - 2011
Sears Holdings 2005 - 2008
Skills
Leadership, Tax Research, Tax Accounting, Financial Statements, Account Reconciliation, Partnership Taxation, Corporate Tax, Tax, Accounting
Education
US Army Command and General Staff College 2010 — 2012
Command and General Staff Officer Course (CGSOC), Leadership and Operational Art
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Accounting
The University of Texas at Arlington 1998 — 2000
Bachelor of Arts (BA), Criminal Justice and Corrections
Colton Ray Colton Ray's Montgomery Coscia Greilich LLP Experience January 2013 - December 2013
Job Accountant
Industry Accounting
Experience
Milbern Ray & Company February 2014 - Present
Montgomery Coscia Greilich LLP January 2013 - December 2013
Montgomery Coscia Greilich LLP May 2012 - August 2012
Castleberry & Associates P.C. January 2011 - May 2012
Skills
GAAP, Single Audit, Corporate Tax, Tax, Pro Series, Partnership Accounting, Tax Research
Education
University of Oklahoma 2008 — 2012
Bachelor's degree, Accounting and Finance
Milbern Ray & Company February 2014 - Present
Montgomery Coscia Greilich LLP January 2013 - December 2013
Montgomery Coscia Greilich LLP May 2012 - August 2012
Castleberry & Associates P.C. January 2011 - May 2012
Skills
GAAP, Single Audit, Corporate Tax, Tax, Pro Series, Partnership Accounting, Tax Research
Education
University of Oklahoma 2008 — 2012
Bachelor's degree, Accounting and Finance
Chase Murphy Chase Murphy's Montgomery Coscia Greilich LLP Experience December 2013 - Present
Job Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP December 2013 - Present
Montgomery Coscia Greilich LLP January 2010 - December 2013
Merit Energy Company 2009 - 2009
Skills
Provision Planning, Tax Credit Analysis, Tax Compliance, Tax, Sales Tax, Corporate Tax, CPA, GAAP, Accounting, Analysis, US GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, Income Tax, SEC filings, Corporate Finance, Tax Research
Education
Texas Tech University 2006 — 2009
BS, Accounting
Texas Tech University - Rawls College of Business 2006 — 2009
Bachelor of Science (BS), Accounting
Montgomery Coscia Greilich LLP December 2013 - Present
Montgomery Coscia Greilich LLP January 2010 - December 2013
Merit Energy Company 2009 - 2009
Skills
Provision Planning, Tax Credit Analysis, Tax Compliance, Tax, Sales Tax, Corporate Tax, CPA, GAAP, Accounting, Analysis, US GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, Income Tax, SEC filings, Corporate Finance, Tax Research
Education
Texas Tech University 2006 — 2009
BS, Accounting
Texas Tech University - Rawls College of Business 2006 — 2009
Bachelor of Science (BS), Accounting
Tom Massimi, CPA's Montgomery Coscia Greilich LLP Experience August 2009 - Present
Job Audit Manager
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2009 - Present
KBA Group LLP January 2007 - April 2009
Skills
Financial Reporting, GAAP, Accounting, CPA, External Audit, Revenue Recognition, Corporate Tax, SEC Filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Accounting, Financial Analysis
Education
Texas Tech University 2002 — 2006
Accounting/Finance
Montgomery Coscia Greilich LLP August 2009 - Present
KBA Group LLP January 2007 - April 2009
Skills
Financial Reporting, GAAP, Accounting, CPA, External Audit, Revenue Recognition, Corporate Tax, SEC Filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Accounting, Financial Analysis
Education
Texas Tech University 2002 — 2006
Accounting/Finance
Deana Pippins's Montgomery Coscia Greilich LLP Experience January 2010 - Present
Job Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2010 - Present
Montgomery Coscia Greilich LLP January 2007 - January 2010
KPMG July 2004 - January 2007
Skills
Income Tax, Tax Research, GoSystems, Corporate Tax
Education
Texas Tech University - Rawls College of Business 1999 — 2004
Masters of Science in Accounting
Montgomery Coscia Greilich LLP January 2010 - Present
Montgomery Coscia Greilich LLP January 2007 - January 2010
KPMG July 2004 - January 2007
Skills
Income Tax, Tax Research, GoSystems, Corporate Tax
Education
Texas Tech University - Rawls College of Business 1999 — 2004
Masters of Science in Accounting
Simon Barnboym, CPA's Montgomery Coscia Greilich LLP Experience November 2010 - July 2011
Job Certified public accountant
Industry Accounting
Experience
Chapman, Hext & Co., P.C. January 2014 - April 2014
Cain Watters & Associates March 2012 - July 2012
Montgomery Coscia Greilich LLP November 2010 - July 2011
KPMG January 2009 - September 2009
Huselton, Morgan and Maultsby PC January 2006 - July 2006
Skills
CPA, Corporate Tax, Tax Research, Income Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Tax Returns, GoSystems, CCH ProSystem fx, Tax Advisory, Financial Reporting, US GAAP, GAAP, Financial Accounting
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2008
MPA, Accounting
The University of Texas at Dallas 2005 — 2007
BS, Accounting
Chapman, Hext & Co., P.C. January 2014 - April 2014
Cain Watters & Associates March 2012 - July 2012
Montgomery Coscia Greilich LLP November 2010 - July 2011
KPMG January 2009 - September 2009
Huselton, Morgan and Maultsby PC January 2006 - July 2006
Skills
CPA, Corporate Tax, Tax Research, Income Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Tax Returns, GoSystems, CCH ProSystem fx, Tax Advisory, Financial Reporting, US GAAP, GAAP, Financial Accounting
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2008
MPA, Accounting
The University of Texas at Dallas 2005 — 2007
BS, Accounting
Jenni McBride's Montgomery Coscia Greilich LLP Experience May 2006 - Present
Job Sales Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP May 2006 - Present
Dallas Museum of Art June 2011 - May 2012
Skills
Financial Reporting, Tax, General Ledger, GAAP, CPA, Corporate Tax, Account Reconciliation, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Analysis, Income Tax, Financial Statements, Financial Accounting, Tax Preparation, QuickBooks, SEC filings, Tax Accounting, Tax Research, Accounting, SEC Filings
Education
Texas Christian University 1999 — 2003
Bachelor of Science (B.S.), Fashion Merchandising
Montgomery Coscia Greilich LLP May 2006 - Present
Dallas Museum of Art June 2011 - May 2012
Skills
Financial Reporting, Tax, General Ledger, GAAP, CPA, Corporate Tax, Account Reconciliation, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Analysis, Income Tax, Financial Statements, Financial Accounting, Tax Preparation, QuickBooks, SEC filings, Tax Accounting, Tax Research, Accounting, SEC Filings
Education
Texas Christian University 1999 — 2003
Bachelor of Science (B.S.), Fashion Merchandising
Theresa Walston's Montgomery Coscia Greilich LLP Experience 2006 - 2013
Job Senior Sales Tax Specialist
Industry Accounting
Experience
Quality Systems, Inc 2013 - Present
Montgomery Coscia Greilich LLP 2006 - 2013
Securus Technologies 1998 - 2005
Skills
GAAP, Tax Research, Sales Tax, Tax
Education
The University of Texas at Dallas 1991 — 1996
Quality Systems, Inc 2013 - Present
Montgomery Coscia Greilich LLP 2006 - 2013
Securus Technologies 1998 - 2005
Skills
GAAP, Tax Research, Sales Tax, Tax
Education
The University of Texas at Dallas 1991 — 1996
Elyssa Kha's Montgomery Coscia Greilich LLP Experience March 2013 - Present
Job Executive Assistant at Montgomery Coscia Greilich LLP
Industry Medical Devices
Experience
Cannon Chinese Kitchen April 2015 - Present
Montgomery Coscia Greilich LLP March 2013 - Present
Shinjuku Station May 2011 - Present
St. Jude Medical April 2010 - March 2013
St. Jude Medical Neuromodulation Division November 2009 - January 2010
Stone Fabricators July 2009 - September 2009
RDH & Associates, Inc. January 2008 - March 2009
RDH & Associates, Inc. June 2007 - August 2007
Skills
AutoCAD, Photoshop, Microsoft Office, SketchUp, Time Management, InDesign, Project Coordination, Adobe Creative Suite, Adobe Acrobat, Human Resources, PowerPoint, Sales Operations, Customer Service, Microsoft Word
Education
Texas Tech University 2004 — 2007
Bachelor of Interior Design, Minor in Architecture
Cannon Chinese Kitchen April 2015 - Present
Montgomery Coscia Greilich LLP March 2013 - Present
Shinjuku Station May 2011 - Present
St. Jude Medical April 2010 - March 2013
St. Jude Medical Neuromodulation Division November 2009 - January 2010
Stone Fabricators July 2009 - September 2009
RDH & Associates, Inc. January 2008 - March 2009
RDH & Associates, Inc. June 2007 - August 2007
Skills
AutoCAD, Photoshop, Microsoft Office, SketchUp, Time Management, InDesign, Project Coordination, Adobe Creative Suite, Adobe Acrobat, Human Resources, PowerPoint, Sales Operations, Customer Service, Microsoft Word
Education
Texas Tech University 2004 — 2007
Bachelor of Interior Design, Minor in Architecture
Cortney Hutchison's Montgomery Coscia Greilich LLP Experience November 2014 - Present
Job
Industry Accounting
Experience
Montgomery Coscia Greilich LLP November 2014 - Present
L&B Realty Advisors, LLP 2013 - October 2014
L&B Realty Advisors, LLP July 2011 - January 2013
L&B Realty Advisors, LLP March 2010 - August 2011
RM Crowe March 2009 - May 2010
Jackson Square Properties, LLC October 2007 - March 2009
L&B Realty Advisors, LLP January 2002 - October 2007
Skills
Financial Analysis, Due Diligence, Financial Reporting
Education
The University of Texas at Austin 1990 — 1994
BBA
Terrell High School 1986 — 1990
Montgomery Coscia Greilich LLP November 2014 - Present
L&B Realty Advisors, LLP 2013 - October 2014
L&B Realty Advisors, LLP July 2011 - January 2013
L&B Realty Advisors, LLP March 2010 - August 2011
RM Crowe March 2009 - May 2010
Jackson Square Properties, LLC October 2007 - March 2009
L&B Realty Advisors, LLP January 2002 - October 2007
Skills
Financial Analysis, Due Diligence, Financial Reporting
Education
The University of Texas at Austin 1990 — 1994
BBA
Terrell High School 1986 — 1990
Rene Balli's Montgomery Coscia Greilich LLP Experience November 2004 - Present
Job Partner at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP November 2004 - Present
PricewaterhouseCooper November 2002 - November 2004
Montgomery Bagget Drews LLP May 1998 - November 2002
Skills
Auditing, Revenue Recognition, Financial Modeling, Securities Regulation, Accounting, Manufacturing, CPA, GAAP, Mergers & Acquisitions, Due Diligence, SEC filings, Internal Audit, Assurance, Financial Audits, US GAAP, Sarbanes-Oxley, Sarbanes-Oxley Act, External Audit, Corporate Tax, Financial Accounting, Tax, SEC Filings, Yammer
Education
The University of Texas at Arlington 1993 — 1998
Accounting, Accounting
Montgomery Coscia Greilich LLP November 2004 - Present
PricewaterhouseCooper November 2002 - November 2004
Montgomery Bagget Drews LLP May 1998 - November 2002
Skills
Auditing, Revenue Recognition, Financial Modeling, Securities Regulation, Accounting, Manufacturing, CPA, GAAP, Mergers & Acquisitions, Due Diligence, SEC filings, Internal Audit, Assurance, Financial Audits, US GAAP, Sarbanes-Oxley, Sarbanes-Oxley Act, External Audit, Corporate Tax, Financial Accounting, Tax, SEC Filings, Yammer
Education
The University of Texas at Arlington 1993 — 1998
Accounting, Accounting
Patrick Factor's Montgomery Coscia Greilich LLP Experience October 2005 - Present
Job Audit Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP October 2005 - Present
Neiman Marcus 2005 - 2006
KBA Group LLP 1999 - 2004
Skills
US GAAP, Financial Analysis, Financial Reporting, GAAP, Internal Controls, Auditing, Internal Audit, SEC filings, CPA, Financial Accounting, Accounting, Sarbanes-Oxley Act, Forecasting, Financial Statements, SEC Filings
Education
University of Oklahoma
Montgomery Coscia Greilich LLP October 2005 - Present
Neiman Marcus 2005 - 2006
KBA Group LLP 1999 - 2004
Skills
US GAAP, Financial Analysis, Financial Reporting, GAAP, Internal Controls, Auditing, Internal Audit, SEC filings, CPA, Financial Accounting, Accounting, Sarbanes-Oxley Act, Forecasting, Financial Statements, SEC Filings
Education
University of Oklahoma
Bruno Zamora's Montgomery Coscia Greilich LLP Experience July 2007 - October 2012
Job Owner at Zamora Solutions LLC
Industry Accounting
Experience
Zamora Solutions LLC November 2012 - Present
Montgomery Coscia Greilich LLP July 2007 - October 2012
Zale Corporation March 2006 - July 2007
KPMG 2002 - 2006
Arthur Andersen 2000 - 2002
Skills
Financial Reporting, Tax Research, Accounting, Tax, CPA, GAAP, SEC filings, Corporate Tax, Tax Preparation, Financial Modeling, General Ledger, Tax Returns, Auditing, Payroll, Tax Accounting, Partnership Taxation, FIN 48, US GAAP, Financial Statements, Income Tax, Internal Controls, Sarbanes-Oxley Act, Tax Advisory, Fixed Assets, Financial Accounting
Education
The University of Texas at Austin 1996 — 2000
Masters, Accounting/Tax
Zamora Solutions LLC November 2012 - Present
Montgomery Coscia Greilich LLP July 2007 - October 2012
Zale Corporation March 2006 - July 2007
KPMG 2002 - 2006
Arthur Andersen 2000 - 2002
Skills
Financial Reporting, Tax Research, Accounting, Tax, CPA, GAAP, SEC filings, Corporate Tax, Tax Preparation, Financial Modeling, General Ledger, Tax Returns, Auditing, Payroll, Tax Accounting, Partnership Taxation, FIN 48, US GAAP, Financial Statements, Income Tax, Internal Controls, Sarbanes-Oxley Act, Tax Advisory, Fixed Assets, Financial Accounting
Education
The University of Texas at Austin 1996 — 2000
Masters, Accounting/Tax
John M. Egerman's Montgomery Coscia Greilich LLP Experience January 2008 - October 2008
Job Assistant Treasurer, Tesoro Corporation
Industry Oil & Energy
Experience
Tesoro Corporation June 2015 - Present
Plains All American Pipeline, L.P. October 2013 - May 2015
Plains All American January 2011 - September 2013
Plains All American Pipeline, L.P. November 2008 - December 2010
Montgomery Coscia Greilich, LLP January 2008 - October 2008
Montgomery Coscia Greilich LLP July 2006 - December 2007
University of Colorado: Leeds School of Business August 2005 - May 2006
Alvarez & Marsal 2005 - 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Financial Reporting, Business Development, Strategic Planning, Corporate Finance, Business Strategy, Management
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Finance
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Finance, Business Administration and Management, General
Tesoro Corporation June 2015 - Present
Plains All American Pipeline, L.P. October 2013 - May 2015
Plains All American January 2011 - September 2013
Plains All American Pipeline, L.P. November 2008 - December 2010
Montgomery Coscia Greilich, LLP January 2008 - October 2008
Montgomery Coscia Greilich LLP July 2006 - December 2007
University of Colorado: Leeds School of Business August 2005 - May 2006
Alvarez & Marsal 2005 - 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Financial Reporting, Business Development, Strategic Planning, Corporate Finance, Business Strategy, Management
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Finance
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Finance, Business Administration and Management, General
Lindsey Magnenat's Montgomery Coscia Greilich LLP Experience September 2006 - December 2011
Job Senior Tax Accountant at Kym A Comer PC
Industry Accounting
Experience
Kym A Comer PC January 2012 - Present
Montgomery Coscia Greilich LLP September 2006 - December 2011
Skills
Accounting, CPA, Auditing, Corporate Tax, US GAAP, SEC filings, Tax Research, Partnership Taxation, General Ledger, Financial Statements, Tax Accounting, Tax Preparation, Income Tax, SEC Filings, Tax, Tax Returns
Education
Texas Tech University
University Studies, Human Development and Family Studies, Organizational Development, Health Professions
Kym A Comer PC January 2012 - Present
Montgomery Coscia Greilich LLP September 2006 - December 2011
Skills
Accounting, CPA, Auditing, Corporate Tax, US GAAP, SEC filings, Tax Research, Partnership Taxation, General Ledger, Financial Statements, Tax Accounting, Tax Preparation, Income Tax, SEC Filings, Tax, Tax Returns
Education
Texas Tech University
University Studies, Human Development and Family Studies, Organizational Development, Health Professions
Dana Fricke's Montgomery Coscia Greilich LLP Experience June 2015 - Present
Job CPA
Industry Accounting
Experience
Montgomery Coscia Greilich LLP June 2015 - Present
Montgomery Coscia Greilich LLP February 2015 - June 2015
Caprock Financial Services May 2013 - January 2015
Strategic Dental Executives December 2010 - March 2013
RSF Partners August 2008 - August 2010
Fricke Real Estate Investments(FREI) August 2004 - August 2008
Realty Capital Partners(RCP) April 2001 - July 2004
Razzoo's Cajun Café - Bone Daddy's April 1998 - April 2001
Razzoos Cacun Cafe & Bone Daddy's 1998 - 2000
MSK Capital May 1996 - April 1998
Skills
Banking Relationships, Treasury Management, GAAP, Due Diligence, Private Equity, Private Placements, Financial Accounting, Financial Reporting, Employee Relations, Employee Benefits, Employee Management, Internal Controls, Audit Management, Conversation, Legal Issues, Risk Management, Contract Management, Collaboration, Dentistry, Restaurants, Cash Management, post transation..., Budgets, Mergers & Acquisitions, Finance, Integration, Cash Flow, Asset Management
Education
The University of Texas at Austin 1983 — 1987
BBA, Accounting
Richardson High School 1981 — 1982
JJ Pearch 1980 — 1981
Montgomery Coscia Greilich LLP June 2015 - Present
Montgomery Coscia Greilich LLP February 2015 - June 2015
Caprock Financial Services May 2013 - January 2015
Strategic Dental Executives December 2010 - March 2013
RSF Partners August 2008 - August 2010
Fricke Real Estate Investments(FREI) August 2004 - August 2008
Realty Capital Partners(RCP) April 2001 - July 2004
Razzoo's Cajun Café - Bone Daddy's April 1998 - April 2001
Razzoos Cacun Cafe & Bone Daddy's 1998 - 2000
MSK Capital May 1996 - April 1998
Skills
Banking Relationships, Treasury Management, GAAP, Due Diligence, Private Equity, Private Placements, Financial Accounting, Financial Reporting, Employee Relations, Employee Benefits, Employee Management, Internal Controls, Audit Management, Conversation, Legal Issues, Risk Management, Contract Management, Collaboration, Dentistry, Restaurants, Cash Management, post transation..., Budgets, Mergers & Acquisitions, Finance, Integration, Cash Flow, Asset Management
Education
The University of Texas at Austin 1983 — 1987
BBA, Accounting
Richardson High School 1981 — 1982
JJ Pearch 1980 — 1981
Melanie Farmer, CPA's Montgomery Coscia Greilich LLP Experience January 2003 - December 2005
Job Director Accounting and Finance Projects at USMD Hospital & Healthcare
Industry Financial Services
Experience
USMD Hospital & Healthcare December 2014 - Present
OneSource Virtual September 2012 - December 2014
SolomonEdwardsGroup and VCFO September 2008 - September 2012
Earth Biofuels and LNG January 2006 - September 2008
Montgomery Coscia Greilich LLP January 2003 - December 2005
Grant Thornton January 1982 - December 1986
Skills
Financial Reporting, GAAP, Internal Controls, Auditing, SEC filings, Assurance, Sarbanes-Oxley Act, Mergers & Acquisitions, Corporate Finance, Variance Analysis, IPO, Accounting, Financial Statements, Accounts Payable, Banking, Revenue Recognition, US GAAP
Education
The University of Texas at Austin 1979 — 1981
BBA, Minor in Accounting
South Garland, Texas
BBA-Accounting at UT Austin
USMD Hospital & Healthcare December 2014 - Present
OneSource Virtual September 2012 - December 2014
SolomonEdwardsGroup and VCFO September 2008 - September 2012
Earth Biofuels and LNG January 2006 - September 2008
Montgomery Coscia Greilich LLP January 2003 - December 2005
Grant Thornton January 1982 - December 1986
Skills
Financial Reporting, GAAP, Internal Controls, Auditing, SEC filings, Assurance, Sarbanes-Oxley Act, Mergers & Acquisitions, Corporate Finance, Variance Analysis, IPO, Accounting, Financial Statements, Accounts Payable, Banking, Revenue Recognition, US GAAP
Education
The University of Texas at Austin 1979 — 1981
BBA, Minor in Accounting
South Garland, Texas
BBA-Accounting at UT Austin
Ben Lozano's Montgomery Coscia Greilich LLP Experience January 2008 - Present
Job Principal at CPA firmMontgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2008 - Present
American Real Estate Group 1990 - 1993
American Real Estate Group 1990 - 1993
Skills
Accounting, Sarbanes-Oxley Act, Internal Audit, Project Management, Internal Controls, Financial Audits, Process Improvement, Risk Assessment, Auditing, Payroll, CPA, GAAP, Financial Reporting, Management, Mergers, US GAAP
Education
The University of Texas at Austin 1976 — 1980
BBA, Accounting
Montgomery Coscia Greilich LLP January 2008 - Present
American Real Estate Group 1990 - 1993
American Real Estate Group 1990 - 1993
Skills
Accounting, Sarbanes-Oxley Act, Internal Audit, Project Management, Internal Controls, Financial Audits, Process Improvement, Risk Assessment, Auditing, Payroll, CPA, GAAP, Financial Reporting, Management, Mergers, US GAAP
Education
The University of Texas at Austin 1976 — 1980
BBA, Accounting
John Payne's Montgomery Coscia Greilich LLP Experience August 2010 - May 2013
Job Partner, Lovelace Payne LLC
Industry Accounting
Experience
Lovelace Payne LLC March 2013 - Present
Montgomery Coscia Greilich LLP August 2010 - May 2013
BKD LLP November 1999 - July 2010
Skills
Food Industry, Tax, Assurance, Auditing, GAAP, Income Tax, Accounting, Corporate Tax, Management Consulting, Tax Preparation, Due Diligence, Sales Tax, Estate Planning, Mergers & Acquisitions, Tax Research, SEC filings, Partnership Taxation, Tax Accounting, CPA, US GAAP, Internal Controls, Tax Advisory
Education
University of Oklahoma - Price College of Business
Accounting, Public Administration, Political Science and Economics
Lovelace Payne LLC March 2013 - Present
Montgomery Coscia Greilich LLP August 2010 - May 2013
BKD LLP November 1999 - July 2010
Skills
Food Industry, Tax, Assurance, Auditing, GAAP, Income Tax, Accounting, Corporate Tax, Management Consulting, Tax Preparation, Due Diligence, Sales Tax, Estate Planning, Mergers & Acquisitions, Tax Research, SEC filings, Partnership Taxation, Tax Accounting, CPA, US GAAP, Internal Controls, Tax Advisory
Education
University of Oklahoma - Price College of Business
Accounting, Public Administration, Political Science and Economics
Alvin Wu's Montgomery Coscia Greilich LLP Experience January 2012 - July 2015
Job Senior Tax Accountant at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP January 2012 - July 2015
Saville, Dodgen & Co. January 2011 - May 2011
Tahir and Associates July 2010 - December 2010
Skills
Accounting, Tax, US GAAP, Financial Statements, QuickBooks, GoSystems, CCH ProSystem fx, Corporate Tax, Financial Accounting, Financial Analysis, Microsoft Excel, Tax Preparation, Income Tax, ProSystem fx Tax, Financial Reporting, CPA, Internal Controls
Education
The University of Texas at Arlington 2009 — 2011
MPA, Accounting
The University of Texas at Austin 2004 — 2008
Bachelors, Psychology
Montgomery Coscia Greilich LLP January 2012 - July 2015
Saville, Dodgen & Co. January 2011 - May 2011
Tahir and Associates July 2010 - December 2010
Skills
Accounting, Tax, US GAAP, Financial Statements, QuickBooks, GoSystems, CCH ProSystem fx, Corporate Tax, Financial Accounting, Financial Analysis, Microsoft Excel, Tax Preparation, Income Tax, ProSystem fx Tax, Financial Reporting, CPA, Internal Controls
Education
The University of Texas at Arlington 2009 — 2011
MPA, Accounting
The University of Texas at Austin 2004 — 2008
Bachelors, Psychology
Sharon Ashmore's Montgomery Coscia Greilich LLP Experience August 2014 - April 2015
Job CPA
Industry Accounting
Experience
Confidential CPA Firm May 2015 - Present
Montgomery Coscia Greilich LLP August 2014 - April 2015
Turner Stone & Company January 2009 - June 2014
Arthur Andersen & Co. 1984 - 1986
Skills
Tax, Accounting, Financial Reporting, Positive Can-do Attitude, Microsoft Excel, QuickBooks, Creative Solutions, IRS problem resolution, CCH ProSystem fx, Compilation Of..., People-oriented, Team-oriented, Internal Controls, Journal Entries, Highly motivated..., Client Development, Outlook, CPA, People Skills, Tax Returns, Corporate Tax, Financial Accounting, Tax Preparation, Microsoft Office, Microsoft Word, Teamwork
Education
The University of Texas at Austin
BBA, Accounting
Confidential CPA Firm May 2015 - Present
Montgomery Coscia Greilich LLP August 2014 - April 2015
Turner Stone & Company January 2009 - June 2014
Arthur Andersen & Co. 1984 - 1986
Skills
Tax, Accounting, Financial Reporting, Positive Can-do Attitude, Microsoft Excel, QuickBooks, Creative Solutions, IRS problem resolution, CCH ProSystem fx, Compilation Of..., People-oriented, Team-oriented, Internal Controls, Journal Entries, Highly motivated..., Client Development, Outlook, CPA, People Skills, Tax Returns, Corporate Tax, Financial Accounting, Tax Preparation, Microsoft Office, Microsoft Word, Teamwork
Education
The University of Texas at Austin
BBA, Accounting
Adam Britten, CPA's Montgomery Coscia Greilich LLP Experience October 2013 - February 2015
Job Manager, Financial Planning & Analysis at BWAY Corporation
Industry Accounting
Experience
BWAY Corporation February 2015 - Present
Montgomery Coscia Greilich LLP October 2013 - February 2015
Montgomery Coscia Greilich LLP January 2013 - September 2013
Commerce Street Capital,LLC June 2011 - December 2012
CF & Co, LLP September 2009 - May 2011
Deloitte & Touche LLP 2008 - 2008
Skills
Financial Analysis, GAAP, Accounting, Sarbanes-Oxley Act, Financial Modeling, Auditing, Financial Accounting, US GAAP
Education
Texas Tech University - Rawls College of Business 2005 — 2009
MSA, Accounting
Texas Tech University - Rawls College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
BWAY Corporation February 2015 - Present
Montgomery Coscia Greilich LLP October 2013 - February 2015
Montgomery Coscia Greilich LLP January 2013 - September 2013
Commerce Street Capital,LLC June 2011 - December 2012
CF & Co, LLP September 2009 - May 2011
Deloitte & Touche LLP 2008 - 2008
Skills
Financial Analysis, GAAP, Accounting, Sarbanes-Oxley Act, Financial Modeling, Auditing, Financial Accounting, US GAAP
Education
Texas Tech University - Rawls College of Business 2005 — 2009
MSA, Accounting
Texas Tech University - Rawls College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Diane Rankin's Montgomery Coscia Greilich LLP Experience November 2011 - June 2013
Job Tax Manager at Michael Martin, CPA
Industry Accounting
Experience
Michael Martin, CPA January 2015 - Present
Whitley Penn June 2013 - January 2015
Montgomery Coscia Greilich LLP November 2011 - June 2013
BKD, LLP January 2005 - November 2011
Skills
Tax, Corporate Tax, CPA, Partnership Taxation, Tax Research, Financial Reporting, Tax Accounting, Tax Preparation, US GAAP, Accounting, Income Tax, SEC filings, Tax Returns, Financial Accounting, GAAP
Education
Texas Tech University
Michael Martin, CPA January 2015 - Present
Whitley Penn June 2013 - January 2015
Montgomery Coscia Greilich LLP November 2011 - June 2013
BKD, LLP January 2005 - November 2011
Skills
Tax, Corporate Tax, CPA, Partnership Taxation, Tax Research, Financial Reporting, Tax Accounting, Tax Preparation, US GAAP, Accounting, Income Tax, SEC filings, Tax Returns, Financial Accounting, GAAP
Education
Texas Tech University
M. Brandon Vines's Montgomery Coscia Greilich LLP Experience August 2008 - August 2010
Job Sales Associate at NetWorth Realty of Dallas
Industry Financial Services
Experience
NetWorth Realty of Dallas May 2011 - Present
Montgomery Coscia Greilich LLP August 2008 - August 2010
Education
The University of Dallas 2006 — 2011
Lifeway College (New Zealand)
Certificate, Biblical Studies & Christian Ministry
The University of Dallas
degree, Business Leadership
NetWorth Realty of Dallas May 2011 - Present
Montgomery Coscia Greilich LLP August 2008 - August 2010
Education
The University of Dallas 2006 — 2011
Lifeway College (New Zealand)
Certificate, Biblical Studies & Christian Ministry
The University of Dallas
degree, Business Leadership
Michael Babin's Montgomery Coscia Greilich LLP Experience May 2010 - August 2010
Job Tax Senior at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2015 - Present
Hein & Associates June 2013 - July 2015
Hein & Associates January 2012 - December 2012
Montgomery Coscia Greilich LLP May 2010 - August 2010
Skills
Tax Accounting, Accounting, Corporate Tax, Tax Research, Tax Preparation, Partnership Taxation, Tax, Income Tax, CPA, Financial Analysis, GAAP
Education
University of North Texas 2008 — 2013
BS/MS Accounting, Taxation
Hein & Associates August 2015 - Present
Hein & Associates June 2013 - July 2015
Hein & Associates January 2012 - December 2012
Montgomery Coscia Greilich LLP May 2010 - August 2010
Skills
Tax Accounting, Accounting, Corporate Tax, Tax Research, Tax Preparation, Partnership Taxation, Tax, Income Tax, CPA, Financial Analysis, GAAP
Education
University of North Texas 2008 — 2013
BS/MS Accounting, Taxation
Crystal Perkins's Montgomery Coscia Greilich LLP Experience January 2012 - May 2014
Job Adjunct Professor at University of Texas at Dallas
Industry Accounting
Experience
University of Texas at Dallas August 2014 - Present
Rent-A-Center May 2014 - October 2014
Montgomery Coscia Greilich LLP January 2012 - May 2014
Skills
Accounting, Tax, Financial Reporting, Income Tax
Education
The University of Texas at Dallas - School of Management 2011 — 2012
MS, Accounting
Texas Tech University 2003 — 2006
BS, Advertising
University of Texas at Dallas August 2014 - Present
Rent-A-Center May 2014 - October 2014
Montgomery Coscia Greilich LLP January 2012 - May 2014
Skills
Accounting, Tax, Financial Reporting, Income Tax
Education
The University of Texas at Dallas - School of Management 2011 — 2012
MS, Accounting
Texas Tech University 2003 — 2006
BS, Advertising
Brennan Stewart's Montgomery Coscia Greilich LLP Experience June 2012 - Present
Job Audit Intern at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP June 2012 - Present
First Bank & Trust May 2011 - August 2011
Education
Texas Tech University - Rawls College of Business 2008 — 2013
B.A., Accounting
Texas Tech University 2007 — 2013
Bachelor of Business Administration (BBA), Accounting
Montgomery Coscia Greilich LLP June 2012 - Present
First Bank & Trust May 2011 - August 2011
Education
Texas Tech University - Rawls College of Business 2008 — 2013
B.A., Accounting
Texas Tech University 2007 — 2013
Bachelor of Business Administration (BBA), Accounting
Casey Horn's Montgomery Coscia Greilich LLP Experience November 2010 - September 2012
Job VoIP Engineer at University of Texas at Dallas
Industry Information Services
Experience
University of Texas at Dallas October 2012 - Present
Montgomery Coscia Greilich LLP November 2010 - September 2012
Ampad January 2004 - April 2009
Skills
Microsoft Exchange, Microsoft Office, MCSA, System Administration, Microsoft Servers, IT Management, IT Operations, Network Administration, Unified Communications, E911, Avaya IP Telephony, Microsoft Lync, AudioCodes, Website Development, C#, Java, Visual Basic, VBScript, Wireless Networking, Blackberry Enterprise..., Backup Exec, Microsoft Forefront, Enterprise Software, CompTIA A+ Certification, CompTIA Network+..., Mac Support
Education
The University of Texas at Dallas 2014 — 2018
Master of Business Administration (M.B.A.)
The University of Texas at Dallas 2014 — 2016
Master's Degree, Information Technology and Management
The University of Texas at Arlington
Bachelor of Science (B.S.), Information Systems
University of Texas at Dallas October 2012 - Present
Montgomery Coscia Greilich LLP November 2010 - September 2012
Ampad January 2004 - April 2009
Skills
Microsoft Exchange, Microsoft Office, MCSA, System Administration, Microsoft Servers, IT Management, IT Operations, Network Administration, Unified Communications, E911, Avaya IP Telephony, Microsoft Lync, AudioCodes, Website Development, C#, Java, Visual Basic, VBScript, Wireless Networking, Blackberry Enterprise..., Backup Exec, Microsoft Forefront, Enterprise Software, CompTIA A+ Certification, CompTIA Network+..., Mac Support
Education
The University of Texas at Dallas 2014 — 2018
Master of Business Administration (M.B.A.)
The University of Texas at Dallas 2014 — 2016
Master's Degree, Information Technology and Management
The University of Texas at Arlington
Bachelor of Science (B.S.), Information Systems
Yolawnde Malone's Montgomery Coscia Greilich LLP Experience November 2014 - Present
Job Tax Manager at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP November 2014 - Present
Montgomery Coscia Greilich LLP February 2013 - November 2014
Family Legacy Trust Company September 2006 - January 2013
Skills
Tax Research, Tax, Partnership Taxation, Tax Accounting, Tax Preparation, Accounting, Financial Reporting, General Ledger, Individual Taxation, Corporate Tax, Trust Taxation, Nonprofits, IRS problem resolution, CPA, Income Tax
Education
University of Alabama 1990 — 1991
Master's degree, Taxation
Troy State University 1985 — 1988
Bachelor of Science (BS), Accounting
Montgomery Coscia Greilich LLP November 2014 - Present
Montgomery Coscia Greilich LLP February 2013 - November 2014
Family Legacy Trust Company September 2006 - January 2013
Skills
Tax Research, Tax, Partnership Taxation, Tax Accounting, Tax Preparation, Accounting, Financial Reporting, General Ledger, Individual Taxation, Corporate Tax, Trust Taxation, Nonprofits, IRS problem resolution, CPA, Income Tax
Education
University of Alabama 1990 — 1991
Master's degree, Taxation
Troy State University 1985 — 1988
Bachelor of Science (BS), Accounting
Jim Lacy's Montgomery Coscia Greilich LLP Experience August 2013 - Present
Job Senior Audit Associate at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP August 2013 - Present
Perryman Chaney Russell, LLP October 2009 - August 2013
Boardwalk Auto Group August 2003 - September 2009
Skills
CPA, Financial Audits, Income Tax, Payroll, Financial Accounting, Construction Accounting, Forecasting, Internal Controls, US GAAP, Accounts Receivable, Financial Statements, QuickBooks, GAAP
Education
The University of Texas at Dallas 2009 — 2012
Master's degree, Accounting
University of North Texas 2004 — 2009
Bachelor's degree, Accounting
Montgomery Coscia Greilich LLP August 2013 - Present
Perryman Chaney Russell, LLP October 2009 - August 2013
Boardwalk Auto Group August 2003 - September 2009
Skills
CPA, Financial Audits, Income Tax, Payroll, Financial Accounting, Construction Accounting, Forecasting, Internal Controls, US GAAP, Accounts Receivable, Financial Statements, QuickBooks, GAAP
Education
The University of Texas at Dallas 2009 — 2012
Master's degree, Accounting
University of North Texas 2004 — 2009
Bachelor's degree, Accounting
J.M. Guevara, CPA's Montgomery Coscia Greilich LLP Experience 2005 - 2009
Job Internal Audit Senior Manager at Laureate Education Inc
Industry Accounting
Experience
Laureate International Universities January 2010 - Present
Montgomery Coscia Greilich LLP 2005 - 2009
Brinker International 2007 - 2008
Settlement Capital Corporation 2004 - 2005
Skills
Internal Audit, Accounting, Analytics, Business Process..., Sarbanes-Oxley, Auditing, Sarbanes-Oxley Act, US GAAP, Financial Analysis, GAAP, Financial Accounting, Management, CPA, External Audit, Internal Controls, Finance, SEC Filings, Financial Reporting
Education
The University of Texas at Arlington
Laureate International Universities January 2010 - Present
Montgomery Coscia Greilich LLP 2005 - 2009
Brinker International 2007 - 2008
Settlement Capital Corporation 2004 - 2005
Skills
Internal Audit, Accounting, Analytics, Business Process..., Sarbanes-Oxley, Auditing, Sarbanes-Oxley Act, US GAAP, Financial Analysis, GAAP, Financial Accounting, Management, CPA, External Audit, Internal Controls, Finance, SEC Filings, Financial Reporting
Education
The University of Texas at Arlington
Jeffrey Weinberg's Montgomery Coscia Greilich LLP Experience February 2014 - Present
Job Manager, Consulting Services at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP February 2014 - Present
Self-employed August 2006 - February 2014
The Staubach Company (Staubach Financial Services) September 2001 - August 2006
The Staubach Company (Spyglass Equities, Inc.) January 2000 - August 2001
The Staubach Company (Staubach Financial Services) February 1999 - December 1999
ServiceMASTER Professional Services, L.P. January 1998 - November 1998
Eland Energy, Inc. November 1995 - January 1998
FINACOMP, Inc. September 1993 - November 1995
Bank One/Team Bank January 1992 - September 1993
Viata Corporation (start-up technology company) December 1990 - January 1992
Skills
Board of Directors, Financial Reporting, Investor Relations, Operations Management, Distressed Assets, Complex Analysis, Operational Management, Diverse Industries, Start-Up to Mature, Equity Markets Knowledge, Industrial Sector, Income Tax Compliance, Budgeting/Forecasting, Process Improvement, Strategic Planning, Business Development, Transaction Management, Corporate Finance, Accounting, Budgets, Management
Education
The University of Texas at Dallas
Master of Science (MS), Management and Administrative Sciences (Concentration: Accounting)
Texas Christian University
Bachelor of Business Administration (BBA), Finance
Montgomery Coscia Greilich LLP February 2014 - Present
Self-employed August 2006 - February 2014
The Staubach Company (Staubach Financial Services) September 2001 - August 2006
The Staubach Company (Spyglass Equities, Inc.) January 2000 - August 2001
The Staubach Company (Staubach Financial Services) February 1999 - December 1999
ServiceMASTER Professional Services, L.P. January 1998 - November 1998
Eland Energy, Inc. November 1995 - January 1998
FINACOMP, Inc. September 1993 - November 1995
Bank One/Team Bank January 1992 - September 1993
Viata Corporation (start-up technology company) December 1990 - January 1992
Skills
Board of Directors, Financial Reporting, Investor Relations, Operations Management, Distressed Assets, Complex Analysis, Operational Management, Diverse Industries, Start-Up to Mature, Equity Markets Knowledge, Industrial Sector, Income Tax Compliance, Budgeting/Forecasting, Process Improvement, Strategic Planning, Business Development, Transaction Management, Corporate Finance, Accounting, Budgets, Management
Education
The University of Texas at Dallas
Master of Science (MS), Management and Administrative Sciences (Concentration: Accounting)
Texas Christian University
Bachelor of Business Administration (BBA), Finance
Jeanie Kwon, CPA's Montgomery Coscia Greilich LLP Experience January 2014 - June 2015
Job Business System Analyst at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters July 2015 - Present
Montgomery Coscia Greilich LLP January 2014 - June 2015
AuldridgeGriffin, PC January 2011 - January 2014
Education
The University of Texas at Arlington 2009 — 2011
master of science, Taxation
The University of Texas at Arlington 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Thomson Reuters July 2015 - Present
Montgomery Coscia Greilich LLP January 2014 - June 2015
AuldridgeGriffin, PC January 2011 - January 2014
Education
The University of Texas at Arlington 2009 — 2011
master of science, Taxation
The University of Texas at Arlington 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Cameron O'Reilly's Montgomery Coscia Greilich LLP Experience June 2015 - Present
Job Intern at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP June 2015 - Present
EquityMetrix, LLC June 2014 - August 2014
Education
Texas Christian University 2012 — 2016
Accounting
Montgomery Coscia Greilich LLP June 2015 - Present
EquityMetrix, LLC June 2014 - August 2014
Education
Texas Christian University 2012 — 2016
Accounting