Moss Adams LLP
Industry: Accounting company
DescriptionMoss Adams LLP is one of the 15 largest public accounting firms in the United States and provides accounting, tax and consulting services to public and private middle-market enterprises in many different industries. Headquarters: Seattle, Washington, United States CEO: Chris Schmidt President: Dave Follett Number of employees: 2,900 Number of locations: 28 Subsidiaries: Hein & Associates LLP,
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Moss Adams LLP Employees
Employee
Years
Job
Industry
Kristin Rohlfing, CPA Kristin Rohlfing, CPA's Moss Adams LLP Experience September 2006 - January 2015
Job Controller at Dutch Bros. Coffee Corporate Headquarters
Industry Accounting
Experience
Dutch Bros. Coffee January 2015 - Present
Moss Adams LLP September 2006 - January 2015
City of Talent Public Works 2005 - 2006
Hertz Local Edition 2002 - 2003
Costco Wholesale 1999 - 2003
Skills
Clinics, IPAs, Hospitals, Auditing, Accounting, Analysis, Management, QuickBooks, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Internal Audit, Access, Accounts Receivable, Tax Returns, ACL 9, Income Tax, CPA
Education
Southern Oregon University 2003 — 2006
BS, Accounting
University of Oregon 1999 — 2001
Computer Science
Dutch Bros. Coffee January 2015 - Present
Moss Adams LLP September 2006 - January 2015
City of Talent Public Works 2005 - 2006
Hertz Local Edition 2002 - 2003
Costco Wholesale 1999 - 2003
Skills
Clinics, IPAs, Hospitals, Auditing, Accounting, Analysis, Management, QuickBooks, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Internal Audit, Access, Accounts Receivable, Tax Returns, ACL 9, Income Tax, CPA
Education
Southern Oregon University 2003 — 2006
BS, Accounting
University of Oregon 1999 — 2001
Computer Science
Kristi Allen Kristi Allen's Moss Adams LLP Experience 2004 - 2006
Job Partner at Bookkeeper Girl, Inc
Industry Accounting
Experience
Saville, Dodgen & Co. March 2015 - Present
Allen Equine 2007 - 2013
Moss Adams LLP 2004 - 2006
KPMG US August 2003 - July 2004
Arthur Andersen & Co. January 2002 - May 2002
Skills
Tax, Tax Accounting, Tax Preparation, Income Tax, Financial Reporting, Corporate Tax, Accounting, QuickBooks, GAAP, CPA, Sarbanes-Oxley Act
Education
Texas A&M University 1998 — 2003
Master's Degree, Accounting and Finance
Saville, Dodgen & Co. March 2015 - Present
Allen Equine 2007 - 2013
Moss Adams LLP 2004 - 2006
KPMG US August 2003 - July 2004
Arthur Andersen & Co. January 2002 - May 2002
Skills
Tax, Tax Accounting, Tax Preparation, Income Tax, Financial Reporting, Corporate Tax, Accounting, QuickBooks, GAAP, CPA, Sarbanes-Oxley Act
Education
Texas A&M University 1998 — 2003
Master's Degree, Accounting and Finance
Brandy (Belenda) Nolan Brandy (Belenda) Nolan's Moss Adams LLP Experience 2005 - 2006
Job Sr. PM
Industry Staffing and Recruiting
Experience
Farmers Insurance October 2012 - Present
Fresh Consulting October 2012 - May 2013
Volt Information Sciences November 2009 - October 2012
Volt Information Sciences May 2008 - October 2009
On Message Ventures, LLC October 2007 - May 2008
Lockdown Networks January 2008 - March 2008
Citel June 2006 - October 2007
Moss Adams LLP 2005 - 2006
Textron February 2004 - July 2005
Textron March 2003 - February 2005
Skills
Project Management, Contract Negotiation, Marketing, Purchasing, Event Planning, Program Management, Team Building, Project Planning, CRM, Management, Leadership, Strategy, Analysis, Human Resources, Integration, Outsourcing, Salesforce.com, Email Marketing, Budgets, SharePoint, Sourcing, Lead Generation, Online Advertising, Social Media, SEO, Vendor Management, Time Management, Process Improvement, Integrated Marketing, Recruiting, Team Leadership, Business Process..., Change Management, PMO, Business Analysis, Strategic Planning, Six Sigma, Consulting, Business Strategy, New Business Development, Telecommunications
Education
Tarrant County College 1997 — 2005
Accounting / Business Administration
Tarleton State University 1995 — 1996
Computer Science
Farmers Insurance October 2012 - Present
Fresh Consulting October 2012 - May 2013
Volt Information Sciences November 2009 - October 2012
Volt Information Sciences May 2008 - October 2009
On Message Ventures, LLC October 2007 - May 2008
Lockdown Networks January 2008 - March 2008
Citel June 2006 - October 2007
Moss Adams LLP 2005 - 2006
Textron February 2004 - July 2005
Textron March 2003 - February 2005
Skills
Project Management, Contract Negotiation, Marketing, Purchasing, Event Planning, Program Management, Team Building, Project Planning, CRM, Management, Leadership, Strategy, Analysis, Human Resources, Integration, Outsourcing, Salesforce.com, Email Marketing, Budgets, SharePoint, Sourcing, Lead Generation, Online Advertising, Social Media, SEO, Vendor Management, Time Management, Process Improvement, Integrated Marketing, Recruiting, Team Leadership, Business Process..., Change Management, PMO, Business Analysis, Strategic Planning, Six Sigma, Consulting, Business Strategy, New Business Development, Telecommunications
Education
Tarrant County College 1997 — 2005
Accounting / Business Administration
Tarleton State University 1995 — 1996
Computer Science
Jolie Lam Jolie Lam's Moss Adams LLP Experience November 2014 - Present
Job Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP November 2014 - Present
Farr Linn Research & Development January 2011 - Present
Buhler Group China & Southeast Asia December 2012 - May 2014
Instinctif Partners October 2011 - July 2012
Equity Group December 2009 - December 2010
Skills
Business Development, Business Strategy, Business Analysis, Public Relations, Marketing, Market Research, Strategy, Start-ups, Business Planning, Entrepreneurship, Strategic Planning, Competitive Analysis, Marketing Strategy, Management Consulting, Market Analysis, International Business, Mergers & Acquisitions, CRM, Due Diligence, Change Management, Project Management, New Business Development, Marketing Management, Product Management, Management, Marketing Communications, Financial Analysis, Financial Accounting
Education
City University of Hong Kong
Postgraduate Study, Information Systems
Harvard Center Shanghai China - Harvard Business Schhol Executive Education
Developing and Implementing Strategy for the Mainland China Market
The Ohio State University - The Max M. Fisher College of Business
Accounting and Business/Management
Moss Adams LLP November 2014 - Present
Farr Linn Research & Development January 2011 - Present
Buhler Group China & Southeast Asia December 2012 - May 2014
Instinctif Partners October 2011 - July 2012
Equity Group December 2009 - December 2010
Skills
Business Development, Business Strategy, Business Analysis, Public Relations, Marketing, Market Research, Strategy, Start-ups, Business Planning, Entrepreneurship, Strategic Planning, Competitive Analysis, Marketing Strategy, Management Consulting, Market Analysis, International Business, Mergers & Acquisitions, CRM, Due Diligence, Change Management, Project Management, New Business Development, Marketing Management, Product Management, Management, Marketing Communications, Financial Analysis, Financial Accounting
Education
City University of Hong Kong
Postgraduate Study, Information Systems
Harvard Center Shanghai China - Harvard Business Schhol Executive Education
Developing and Implementing Strategy for the Mainland China Market
The Ohio State University - The Max M. Fisher College of Business
Accounting and Business/Management
James Ortiz James Ortiz's Moss Adams LLP Experience January 2010 - February 2012
Job State and Local Tax Senior Accountant at REDW
Industry Accounting
Experience
REDW January 2014 - Present
Gap Inc. February 2012 - January 2014
Moss Adams LLP January 2010 - February 2012
State of New Mexico August 2006 - January 2010
Skills
Tax Audits, Cost Segregation, Tax, Auditing, Accounting, Sales & Use Tax..., Sales & Use Tax, Multi-State Sales Tax, Multi-state tax returns, Canadian GST, HST & QST, Account Reconciliation, Sales Tax, Gross Receipts, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Use Tax, Tax Returns, Tax Research, State Tax, Property Tax
Education
University of Phoenix 2008 — 2010
Masters of Science in Accountancy, Accounting
The University of New Mexico 2001 — 2006
Bachelors of Business Administration, Finance
Santa Fe High School
REDW January 2014 - Present
Gap Inc. February 2012 - January 2014
Moss Adams LLP January 2010 - February 2012
State of New Mexico August 2006 - January 2010
Skills
Tax Audits, Cost Segregation, Tax, Auditing, Accounting, Sales & Use Tax..., Sales & Use Tax, Multi-State Sales Tax, Multi-state tax returns, Canadian GST, HST & QST, Account Reconciliation, Sales Tax, Gross Receipts, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Use Tax, Tax Returns, Tax Research, State Tax, Property Tax
Education
University of Phoenix 2008 — 2010
Masters of Science in Accountancy, Accounting
The University of New Mexico 2001 — 2006
Bachelors of Business Administration, Finance
Santa Fe High School
Kerrin Bakhos Kerrin Bakhos's Moss Adams LLP Experience September 2012 - April 2013
Job Financial Reporting Analyst at Ensign Services
Industry Accounting
Experience
Ensign Services May 2015 - Present
EY April 2013 - May 2015
Moss Adams LLP September 2012 - April 2013
Moss Adams LLP March 2011 - April 2012
Skills
Accounting, GAAP, Auditing, Tax, Internal Controls, Financial Reporting, US GAAP, Financial Accounting, Tax Preparation, Assurance, Tax Returns, Financial Statements, Tax Research, Financial Analysis
Education
The University of New Mexico 2011 — 2012
Master of Business Administration (MBA), Accounting, 3.93 GPA
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2011
BA, Accounting, 3.53 GPA
Ensign Services May 2015 - Present
EY April 2013 - May 2015
Moss Adams LLP September 2012 - April 2013
Moss Adams LLP March 2011 - April 2012
Skills
Accounting, GAAP, Auditing, Tax, Internal Controls, Financial Reporting, US GAAP, Financial Accounting, Tax Preparation, Assurance, Tax Returns, Financial Statements, Tax Research, Financial Analysis
Education
The University of New Mexico 2011 — 2012
Master of Business Administration (MBA), Accounting, 3.93 GPA
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2011
BA, Accounting, 3.53 GPA
Kim Seeley, CPA Kim Seeley, CPA's Moss Adams LLP Experience January 2010 - December 2010
Job Internal Auditor at Cuyahoga County
Industry Accounting
Experience
Cuyahoga County September 2014 - Present
Finkler & Company, CPA's October 2013 - August 2014
Trinchero Family Estates March 2012 - October 2013
F. Korbel & Bros., Inc. January 2011 - March 2012
Moss Adams LLP January 2010 - December 2010
Grant Thornton LLP June 2009 - August 2009
Education
Sonoma State University
Bachelor's of Science, Business Administration with an Emphasis in Accounting
Cuyahoga County September 2014 - Present
Finkler & Company, CPA's October 2013 - August 2014
Trinchero Family Estates March 2012 - October 2013
F. Korbel & Bros., Inc. January 2011 - March 2012
Moss Adams LLP January 2010 - December 2010
Grant Thornton LLP June 2009 - August 2009
Education
Sonoma State University
Bachelor's of Science, Business Administration with an Emphasis in Accounting
Anna Ludvigsen Anna Ludvigsen's Moss Adams LLP Experience June 2015 - August 2015
Job Audit Intern at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2015 - August 2015
Flix Café and Market August 2012 - May 2015
Merrill Gardens May 2012 - August 2012
Columbia Athletic Club June 2009 - August 2011
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Critical Thinking, Time Management, Teamwork, Spanish, Accounting, Problem Solving, Public Speaking, Financial Statements, ProSystem fx Engagement, Checkpoint
Education
Washington State University 2011 — 2015
Accounting, Finance, Spanish, Senior
Juanita High School 2008 — 2011
Southwestern University of Finance and Economics
Accounting and Finance
Moss Adams LLP June 2015 - August 2015
Flix Café and Market August 2012 - May 2015
Merrill Gardens May 2012 - August 2012
Columbia Athletic Club June 2009 - August 2011
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Critical Thinking, Time Management, Teamwork, Spanish, Accounting, Problem Solving, Public Speaking, Financial Statements, ProSystem fx Engagement, Checkpoint
Education
Washington State University 2011 — 2015
Accounting, Finance, Spanish, Senior
Juanita High School 2008 — 2011
Southwestern University of Finance and Economics
Accounting and Finance
Mel Staab's Moss Adams LLP Experience 1998 - 2000
Job Unemployed Administrative Assistant
Industry Paper & Forest Products
Experience
Stimson Lumber Company 2010 - 2012
Safeway 2008 - 2010
State of Idaho Health & Welfare Adult Mental Health 2006 - 2008
Riley Creek Lumber Company 2003 - 2006
Avista Advantage 2001 - 2003
Ward C. Andrews, Attorney at Law 2000 - 2000
Dennis P. Thompson, Attorney at Law 2000 - 2000
Moss Adams LLP 1998 - 2000
Skills
medical terminology, computer proficient, Type +55 wpm, proficient in Microsoft..., Data Entry, Telephone Skills, Invoicing, Fax, 10 Key, Accounts Receivable, Filing, Administrative..., Spreadsheets, Office Administration, Phone Etiquette, Clerical Skills, HIPAA, Multi-line Phone, Human Resources, Medical Transcription, First Aid, Payroll, Customer Service, Benefits Administration, Microsoft Excel, Outlook, Medical Records, Appointment Scheduling, Medical Billing, Receptionist Duties, Medical Coding, Cpr Certified, Inventory Management, Office Equipment
Education
Spokane Community College 1995 — 1997
Legal Assistant/Paralegal/Accounting, 3.0
Stimson Lumber Company 2010 - 2012
Safeway 2008 - 2010
State of Idaho Health & Welfare Adult Mental Health 2006 - 2008
Riley Creek Lumber Company 2003 - 2006
Avista Advantage 2001 - 2003
Ward C. Andrews, Attorney at Law 2000 - 2000
Dennis P. Thompson, Attorney at Law 2000 - 2000
Moss Adams LLP 1998 - 2000
Skills
medical terminology, computer proficient, Type +55 wpm, proficient in Microsoft..., Data Entry, Telephone Skills, Invoicing, Fax, 10 Key, Accounts Receivable, Filing, Administrative..., Spreadsheets, Office Administration, Phone Etiquette, Clerical Skills, HIPAA, Multi-line Phone, Human Resources, Medical Transcription, First Aid, Payroll, Customer Service, Benefits Administration, Microsoft Excel, Outlook, Medical Records, Appointment Scheduling, Medical Billing, Receptionist Duties, Medical Coding, Cpr Certified, Inventory Management, Office Equipment
Education
Spokane Community College 1995 — 1997
Legal Assistant/Paralegal/Accounting, 3.0
Kyra Cenis Kyra Cenis's Moss Adams LLP Experience June 2015 - Present
Job Tax/Audit Intern at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2015 - Present
University of Montana, College of Forestry and Conservation June 2014 - August 2014
Cloud 9 Style Studio June 2010 - September 2013
University of Montana Athletic Department August 2011 - May 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Windows, Research, QuickBooks, Team Leadership, Financial Accounting, Social Networking
Education
The University of Montana - School of Business Administration 2015 — 2016
Masters of Accountancy, Accounting
The University of Montana - School of Business Administration 2011 — 2015
Bachelor's degree, Accounting, Senior
Moss Adams LLP June 2015 - Present
University of Montana, College of Forestry and Conservation June 2014 - August 2014
Cloud 9 Style Studio June 2010 - September 2013
University of Montana Athletic Department August 2011 - May 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Windows, Research, QuickBooks, Team Leadership, Financial Accounting, Social Networking
Education
The University of Montana - School of Business Administration 2015 — 2016
Masters of Accountancy, Accounting
The University of Montana - School of Business Administration 2011 — 2015
Bachelor's degree, Accounting, Senior
Socheata Sin Socheata Sin's Moss Adams LLP Experience January 2014 - Present
Job Assurance Staff Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2014 - Present
Moss Adams LLP January 2013 - April 2013
KeyBank October 2008 - December 2012
(VITA) February 2011 - April 2011
Liberty Tax Service January 2010 - April 2010
Arun Restaurant January 2000 - September 2006
Skills
Taxes, Deposits, Banking, Cash Management, QuickBooks, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Detail Oriented, Customer Relationships, Excellent Interpersonal..., Strong Communication..., Strong Analysis Skills, Proficient in Microsoft..., Tax, General Ledger, GAAP, Payroll, Finance, Time Management, Auditing, CRM, Financial Analysis
Education
University of Washington 2011 — 2013
Bachelor's degree, Accounting
Tacoma Community College 2008 — 2011
Associate's degree, Accounting and Business/Management
Moss Adams LLP January 2014 - Present
Moss Adams LLP January 2013 - April 2013
KeyBank October 2008 - December 2012
(VITA) February 2011 - April 2011
Liberty Tax Service January 2010 - April 2010
Arun Restaurant January 2000 - September 2006
Skills
Taxes, Deposits, Banking, Cash Management, QuickBooks, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Detail Oriented, Customer Relationships, Excellent Interpersonal..., Strong Communication..., Strong Analysis Skills, Proficient in Microsoft..., Tax, General Ledger, GAAP, Payroll, Finance, Time Management, Auditing, CRM, Financial Analysis
Education
University of Washington 2011 — 2013
Bachelor's degree, Accounting
Tacoma Community College 2008 — 2011
Associate's degree, Accounting and Business/Management
Morgan Latham Morgan Latham's Moss Adams LLP Experience June 2013 - July 2014
Job Business Development Manager at BVOH
Industry Staffing and Recruiting
Experience
BVOH August 2014 - Present
Moss Adams LLP June 2013 - July 2014
Burr Pilger Mayer November 2012 - June 2013
County of Sonoma July 2011 - May 2012
DoubleTree by Hilton 2009 - 2012
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, GAAP, Financial Accounting, Budgets, Finance, Recruiting, Journal Entries, Financial Statements, QuickBooks, Accounts Payable, Time Management, US GAAP, Variance Analysis, Interview Preparation, Employee Benefits, Analysis, CPA, Account Reconciliation, Spreadsheets, Campus Recruiting
Education
Sonoma State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration Accounting
BVOH August 2014 - Present
Moss Adams LLP June 2013 - July 2014
Burr Pilger Mayer November 2012 - June 2013
County of Sonoma July 2011 - May 2012
DoubleTree by Hilton 2009 - 2012
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, GAAP, Financial Accounting, Budgets, Finance, Recruiting, Journal Entries, Financial Statements, QuickBooks, Accounts Payable, Time Management, US GAAP, Variance Analysis, Interview Preparation, Employee Benefits, Analysis, CPA, Account Reconciliation, Spreadsheets, Campus Recruiting
Education
Sonoma State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration Accounting
Carlo Moreno Carlo Moreno's Moss Adams LLP Experience December 2006 - December 2008
Job Controller at Advanced Graphix
Industry Accounting
Experience
Advanced Graphix September 2012 - Present
Montgomery Coscia Greilich LLP September 2011 - August 2012
Coastal Trade Securities, LLC January 2008 - August 2011
Moss Adams LLP December 2006 - December 2008
Raffa & Associates, PC August 2003 - December 2006
John R. Mani, CPAs August 2001 - August 2003
Skills
Internal Controls, Financial Statements, Accruals, Journal Entries, P&L Analysis, GAAP, Financial Reporting, General Ledger, Financial Accounting, Fixed Assets, Accounting, Auditing, Tax Preparation, Tax, External Audit, Corporate Tax, Income Tax, Tax Returns, Sarbanes-Oxley Act, Assurance, US GAAP, Cash Flow, Accounts Payable, Accounts Receivable, Financial Audits, Bank Reconciliation
Education
United States Senate Finance Committee Internship 2001 — 2001
Certificate, Finance
Richard Stockton College of New Jersey 1997 — 2001
BS, Accounting
Advanced Graphix September 2012 - Present
Montgomery Coscia Greilich LLP September 2011 - August 2012
Coastal Trade Securities, LLC January 2008 - August 2011
Moss Adams LLP December 2006 - December 2008
Raffa & Associates, PC August 2003 - December 2006
John R. Mani, CPAs August 2001 - August 2003
Skills
Internal Controls, Financial Statements, Accruals, Journal Entries, P&L Analysis, GAAP, Financial Reporting, General Ledger, Financial Accounting, Fixed Assets, Accounting, Auditing, Tax Preparation, Tax, External Audit, Corporate Tax, Income Tax, Tax Returns, Sarbanes-Oxley Act, Assurance, US GAAP, Cash Flow, Accounts Payable, Accounts Receivable, Financial Audits, Bank Reconciliation
Education
United States Senate Finance Committee Internship 2001 — 2001
Certificate, Finance
Richard Stockton College of New Jersey 1997 — 2001
BS, Accounting
Kevin Comstock Kevin Comstock's Moss Adams LLP Experience June 2012 - May 2014
Job Accounting Manager at Branman, Teplin & Heshejin
Industry Accounting
Experience
Branman, Teplin & Heshejin June 2015 - Present
Pacific Industrial LLC October 2014 - June 2015
Moss Adams LLP June 2012 - May 2014
Moss Adams LLP January 2008 - June 2012
Skills
Assurance, GAAP, US GAAP, Internal Controls, CPA, Auditing, Financial Reporting, Financial Accounting, Accounting, Financial Statements
Education
Sonoma State University School of Business and Economics 2001 — 2007
Bachelor of Arts (BA), Economics
Branman, Teplin & Heshejin June 2015 - Present
Pacific Industrial LLC October 2014 - June 2015
Moss Adams LLP June 2012 - May 2014
Moss Adams LLP January 2008 - June 2012
Skills
Assurance, GAAP, US GAAP, Internal Controls, CPA, Auditing, Financial Reporting, Financial Accounting, Accounting, Financial Statements
Education
Sonoma State University School of Business and Economics 2001 — 2007
Bachelor of Arts (BA), Economics
David Paszkiewicz David Paszkiewicz's Moss Adams LLP Experience December 2012 - Present
Job Manager, Healthcare Consulting Group at Moss Adams LLP
Industry Hospital & Health Care
Experience
Moss Adams LLP December 2012 - Present
Moss Adams LLP September 2010 - December 2012
DBP Real Estate 2000 - 2010
Independent Contractor 1995 - 2010
Skills
Healthcare Consulting, Managed Care, Auditing, Management Consulting, Healthcare Industry, Process Improvement, Data Analysis
Education
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.)
Moss Adams LLP December 2012 - Present
Moss Adams LLP September 2010 - December 2012
DBP Real Estate 2000 - 2010
Independent Contractor 1995 - 2010
Skills
Healthcare Consulting, Managed Care, Auditing, Management Consulting, Healthcare Industry, Process Improvement, Data Analysis
Education
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.)
Bailey White Bailey White's Moss Adams LLP Experience May 2014 - August 2014
Job Administrative Assistant at MassMutual Financial Group
Industry Higher Education
Experience
Texas Tech University August 2012 - Present
MassMutual Financial Group January 2015 - August 2015
Moss Adams LLP May 2014 - August 2014
Sandia National Laboratories June 2013 - August 2013
Skills
Facebook, Time Management, Microsoft Word, Microsoft Excel, Teamwork, Leadership, Customer Service, Research, Social Networking
Education
Texas Tech University 2012 — 2016
BA, English
Texas Tech University - Rawls College of Business 2012 — 2016
BA, Marketing, 3.9
Texas Tech University August 2012 - Present
MassMutual Financial Group January 2015 - August 2015
Moss Adams LLP May 2014 - August 2014
Sandia National Laboratories June 2013 - August 2013
Skills
Facebook, Time Management, Microsoft Word, Microsoft Excel, Teamwork, Leadership, Customer Service, Research, Social Networking
Education
Texas Tech University 2012 — 2016
BA, English
Texas Tech University - Rawls College of Business 2012 — 2016
BA, Marketing, 3.9
Evan Gregory Evan Gregory's Moss Adams LLP Experience October 2009 - March 2011
Job Manager, CPA at Deloitte & Touche
Industry Accounting
Experience
Deloitte April 2011 - Present
Moss Adams LLP October 2009 - March 2011
Skills
Mergers & Acquisitions, Business Valuation, DCF Valuation, SEC filings, Valuation Modeling, US GAAP, Financial Accounting, Internal Controls, Big 4, Auditing, Financial Reporting, GAAP, Sarbanes-Oxley Act, Accounting, Project Management
Education
The Ohio State University Fisher College of Business 2008 — 2009
Master of Accounting, Accounting
Western Washington University 2006 — 2008
Bachelor of Arts and Science, Accounting
Deloitte April 2011 - Present
Moss Adams LLP October 2009 - March 2011
Skills
Mergers & Acquisitions, Business Valuation, DCF Valuation, SEC filings, Valuation Modeling, US GAAP, Financial Accounting, Internal Controls, Big 4, Auditing, Financial Reporting, GAAP, Sarbanes-Oxley Act, Accounting, Project Management
Education
The Ohio State University Fisher College of Business 2008 — 2009
Master of Accounting, Accounting
Western Washington University 2006 — 2008
Bachelor of Arts and Science, Accounting
Jason Lu, CPA's Moss Adams LLP Experience September 2012 - Present
Job Business Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2012 - Present
State Street June 2011 - August 2012
Skills
Fund Accounting, Financial Statements, Financial Analysis, General Ledger, Bloomberg, Mutual Funds, Auditing, Fund Administration
Education
University of Kansas - Graduate School of Business 2010 — 2011
Masters, Accounting, 3.8
University of Kansas 2006 — 2011
Bachelor of Science, Business, Accounting
Moss Adams LLP September 2012 - Present
State Street June 2011 - August 2012
Skills
Fund Accounting, Financial Statements, Financial Analysis, General Ledger, Bloomberg, Mutual Funds, Auditing, Fund Administration
Education
University of Kansas - Graduate School of Business 2010 — 2011
Masters, Accounting, 3.8
University of Kansas 2006 — 2011
Bachelor of Science, Business, Accounting
Geneen Nelson Geneen Nelson's Moss Adams LLP Experience March 2015 - Present
Job Recruiting Coordinator at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP March 2015 - Present
Coleman Vision May 2013 - October 2014
Skills
Microsoft Excel, Microsoft Office, Human Resources, Outlook, Customer Service, Data Entry, Time Management, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Research, Telephone Skills, Training, Office Management, Administrative..., Schedules, Team Coordination
Education
The University of New Mexico 2012 — 2014
Bachelor's of Business of Adminstration, Human Resources Management/Personnel Administration, General
Moss Adams LLP March 2015 - Present
Coleman Vision May 2013 - October 2014
Skills
Microsoft Excel, Microsoft Office, Human Resources, Outlook, Customer Service, Data Entry, Time Management, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Research, Telephone Skills, Training, Office Management, Administrative..., Schedules, Team Coordination
Education
The University of New Mexico 2012 — 2014
Bachelor's of Business of Adminstration, Human Resources Management/Personnel Administration, General
Amber Hayes, CPA Amber Hayes, CPA's Moss Adams LLP Experience December 2005 - October 2012
Job Shareholder at Palmer & Co, PA
Industry Accounting
Experience
Palmer & Co, PA June 2014 - Present
Burgmaier & Associates, Inc. dba Burgmaier Palmer & Company February 2013 - May 2014
Axiom CPAs & Business Consultants LLC October 2012 - January 2013
Moss Adams LLP December 2005 - October 2012
Skills
Tax, CPA, Corporate Tax, Tax Preparation, Accounting, Tax Accounting, Income Tax, Financial Reporting, Partnership Taxation, Financial Accounting, General Ledger, Assurance, QuickBooks, Tax Research
Education
The University of New Mexico 1999 — 2003
Bachelor's degree, Accounting
Palmer & Co, PA June 2014 - Present
Burgmaier & Associates, Inc. dba Burgmaier Palmer & Company February 2013 - May 2014
Axiom CPAs & Business Consultants LLC October 2012 - January 2013
Moss Adams LLP December 2005 - October 2012
Skills
Tax, CPA, Corporate Tax, Tax Preparation, Accounting, Tax Accounting, Income Tax, Financial Reporting, Partnership Taxation, Financial Accounting, General Ledger, Assurance, QuickBooks, Tax Research
Education
The University of New Mexico 1999 — 2003
Bachelor's degree, Accounting
Randal Drees Randal Drees's Moss Adams LLP Experience November 2013 - Present
Job Assurance Staff at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP November 2013 - Present
Keller Williams Realty June 2009 - August 2009
Buyingshow Solutions April 2007 - May 2007
Skills
Finance, Accounting, Customer Service, Financial Reporting, Program Management, QuickBooks, Auditing, US GAAP, Financial Analysis, Accounts Payable, Bookkeeping, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Microsoft Excel, Internal Audit, Real Estate, CPA
Education
Sonoma State University 2007 — 2011
Bachelor of Science, Accounting and Financial Management
Moss Adams LLP November 2013 - Present
Keller Williams Realty June 2009 - August 2009
Buyingshow Solutions April 2007 - May 2007
Skills
Finance, Accounting, Customer Service, Financial Reporting, Program Management, QuickBooks, Auditing, US GAAP, Financial Analysis, Accounts Payable, Bookkeeping, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Microsoft Excel, Internal Audit, Real Estate, CPA
Education
Sonoma State University 2007 — 2011
Bachelor of Science, Accounting and Financial Management
Tamra Hunt Tamra Hunt's Moss Adams LLP Experience January 2013 - April 2013
Job Deloitte & Touche
Industry Accounting
Experience
Deloitte September 2013 - Present
Ashland Partners May 2013 - August 2013
Moss Adams LLP January 2013 - April 2013
Darex, LLC February 2011 - January 2013
Academia Buenos Aires April 2009 - May 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Access, Budget, Forecasting, Public Speaking, Sales, Marketing, Customer Service, Project Planning, Leadership, Accounting, Teaching Adults, Problem Solving, TaxAct, Spanish, Budgets, Strategic Planning, Auditing, Financial Analysis, Strategy
Education
Southern Oregon University 2011 — 2013
Post Bac Certificate, Accounting, 4.0
Southern Oregon University 2007 — 2010
Bachelor of Arts (BA), Business Administration - Management & International Business, 3.8/4.0
Study Abroad 2008 — 2010
Spanish Language & International Business
Universidad de Oviedo 2008 — 2009
Spanish Language
Deloitte September 2013 - Present
Ashland Partners May 2013 - August 2013
Moss Adams LLP January 2013 - April 2013
Darex, LLC February 2011 - January 2013
Academia Buenos Aires April 2009 - May 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Access, Budget, Forecasting, Public Speaking, Sales, Marketing, Customer Service, Project Planning, Leadership, Accounting, Teaching Adults, Problem Solving, TaxAct, Spanish, Budgets, Strategic Planning, Auditing, Financial Analysis, Strategy
Education
Southern Oregon University 2011 — 2013
Post Bac Certificate, Accounting, 4.0
Southern Oregon University 2007 — 2010
Bachelor of Arts (BA), Business Administration - Management & International Business, 3.8/4.0
Study Abroad 2008 — 2010
Spanish Language & International Business
Universidad de Oviedo 2008 — 2009
Spanish Language
Dmitri Alexeev Dmitri Alexeev's Moss Adams LLP Experience December 2013 - April 2015
Job Senior Manager at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP June 2015 - Present
Moss Adams LLP December 2013 - April 2015
Crowe Horwath LLP November 2011 - October 2013
Perry-Smith LLP March 2011 - October 2011
Perry-Smith LLP January 2006 - October 2011
Deloitte Tax LLP September 2004 - January 2006
Deloitte Tax LLP May 2002 - September 2004
Arthur Andersen LLP September 2001 - May 2002
Arthur Andersen LLP January 1998 - September 2001
Sonoma State University 1994 - 1997
Skills
Accounting, Tax Advisory, Partnership Taxation, Auditing, Tax, Income Tax, SEC filings, Management, Budgets, Tax Research, Sarbanes-Oxley Act, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls, International Tax, Revenue Recognition, Tax Accounting, US GAAP
Education
Sonoma State University 1993 — 1997
Business Administration, Accounting Concentration
Deloitte Tax LLP June 2015 - Present
Moss Adams LLP December 2013 - April 2015
Crowe Horwath LLP November 2011 - October 2013
Perry-Smith LLP March 2011 - October 2011
Perry-Smith LLP January 2006 - October 2011
Deloitte Tax LLP September 2004 - January 2006
Deloitte Tax LLP May 2002 - September 2004
Arthur Andersen LLP September 2001 - May 2002
Arthur Andersen LLP January 1998 - September 2001
Sonoma State University 1994 - 1997
Skills
Accounting, Tax Advisory, Partnership Taxation, Auditing, Tax, Income Tax, SEC filings, Management, Budgets, Tax Research, Sarbanes-Oxley Act, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls, International Tax, Revenue Recognition, Tax Accounting, US GAAP
Education
Sonoma State University 1993 — 1997
Business Administration, Accounting Concentration
David Siebert David Siebert's Moss Adams LLP Experience 2013 - Present
Job Audit Associate at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP 2013 - Present
KPMG 2012 - 2013
Sonoma State University 2010 - 2012
Skills
Accounting, Auditing, Financial Accounting, Internal Controls, Financial Reporting, Financial Analysis, Financial Statements, Microsoft Excel, Microsoft Office, General Ledger, PowerPoint, Microsoft Word, Budgets, Fixed Assets, Bookkeeping, Accounts Payable, Investments, Payroll
Education
Sonoma State University 2007 — 2012
Bachelor of Science (BS), Accounting and Finance
Moss Adams LLP 2013 - Present
KPMG 2012 - 2013
Sonoma State University 2010 - 2012
Skills
Accounting, Auditing, Financial Accounting, Internal Controls, Financial Reporting, Financial Analysis, Financial Statements, Microsoft Excel, Microsoft Office, General Ledger, PowerPoint, Microsoft Word, Budgets, Fixed Assets, Bookkeeping, Accounts Payable, Investments, Payroll
Education
Sonoma State University 2007 — 2012
Bachelor of Science (BS), Accounting and Finance
Julie Alliman Julie Alliman's Moss Adams LLP Experience January 2003 - March 2011
Job Finance Director at UNM Hospitals
Industry Insurance
Experience
UNM Hospitals February 2013 - Present
Lovelace Health Plan April 2011 - February 2013
Moss Adams LLP January 2003 - March 2011
Skills
Internal Controls, Accounting, Financial Reporting, US GAAP, CPA, Auditing, SEC filings, Financial Analysis, Assurance, Financial Accounting, Financial Statements, GAAP, General Ledger, Insurance, Internal Audit, Microsoft Excel, Revenue Recognition, Sarbanes-Oxley Act
Education
The University of New Mexico 1999 — 2002
Bachelor of Business Administration (BBA), Accounting
UNM Hospitals February 2013 - Present
Lovelace Health Plan April 2011 - February 2013
Moss Adams LLP January 2003 - March 2011
Skills
Internal Controls, Accounting, Financial Reporting, US GAAP, CPA, Auditing, SEC filings, Financial Analysis, Assurance, Financial Accounting, Financial Statements, GAAP, General Ledger, Insurance, Internal Audit, Microsoft Excel, Revenue Recognition, Sarbanes-Oxley Act
Education
The University of New Mexico 1999 — 2002
Bachelor of Business Administration (BBA), Accounting
Eli Tuttle's Moss Adams LLP Experience February 2013 - Present
Job Tax Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP February 2013 - Present
BKD CPAs & Advisors January 2010 - February 2013
Skills
Tax Accounting, Tax Research, Business Income Taxation, Tax Returns, Corporate Tax, Tax Preparation, ASC 740, Telecommunications, Construction & Real..., Professional Services, Property & Casualty..., Manufacturing &...
Education
University of Kansas
BGS, Economics
University of Kansas
BS, Accounting
Moss Adams LLP February 2013 - Present
BKD CPAs & Advisors January 2010 - February 2013
Skills
Tax Accounting, Tax Research, Business Income Taxation, Tax Returns, Corporate Tax, Tax Preparation, ASC 740, Telecommunications, Construction & Real..., Professional Services, Property & Casualty..., Manufacturing &...
Education
University of Kansas
BGS, Economics
University of Kansas
BS, Accounting
Alex Trejo's Moss Adams LLP Experience January 2010 - May 2010
Job Grant Specialist at U.S. Department of Energy / National Nuclear Security Administration
Industry Government Administration
Experience
National Nuclear Security Administration May 2014 - Present
National Nuclear Security Administration June 2010 - May 2014
Moss Adams LLP January 2010 - May 2010
University of New Mexico August 2006 - December 2009
Applied Capital, Inc. January 2005 - August 2006
Medical and Rehab Solutions, LLC May 2004 - December 2004
Skills
Financial Analysis, Accounting, Government, Management, Policy, Analysis, Data Analysis, Auditing, Microsoft Office, Microsoft Excel, Research, Budgets, Access, Strategic Planning, Public Speaking
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2009
MBA, Finance
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2009
MACCT
The University of New Mexico 1999 — 2005
BA, Spanish
National Nuclear Security Administration May 2014 - Present
National Nuclear Security Administration June 2010 - May 2014
Moss Adams LLP January 2010 - May 2010
University of New Mexico August 2006 - December 2009
Applied Capital, Inc. January 2005 - August 2006
Medical and Rehab Solutions, LLC May 2004 - December 2004
Skills
Financial Analysis, Accounting, Government, Management, Policy, Analysis, Data Analysis, Auditing, Microsoft Office, Microsoft Excel, Research, Budgets, Access, Strategic Planning, Public Speaking
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2009
MBA, Finance
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2009
MACCT
The University of New Mexico 1999 — 2005
BA, Spanish
Rachelle Lyons Rachelle Lyons's Moss Adams LLP Experience October 2006 - March 2009
Job Manager International Tax
Industry Accounting
Experience
Univar April 2012 - Present
Univar March 2009 - April 2012
Moss Adams LLP October 2006 - March 2009
Skills
Financial Reporting, Tax, US GAAP, IFRS, Income Tax, Financial Statements, External Audit, Analysis, GAAP, Accounting, Corporate Tax, Tax Research, CPA, Internal Controls, Tax Accounting, Sarbanes-Oxley Act
Education
University of Washington 2005 — 2006
MPACC, Tax
University of Washington, Michael G. Foster School of Business 2004 — 2006
BABA, Accounting
Southwest Baptist University 2001 — 2002
Univar April 2012 - Present
Univar March 2009 - April 2012
Moss Adams LLP October 2006 - March 2009
Skills
Financial Reporting, Tax, US GAAP, IFRS, Income Tax, Financial Statements, External Audit, Analysis, GAAP, Accounting, Corporate Tax, Tax Research, CPA, Internal Controls, Tax Accounting, Sarbanes-Oxley Act
Education
University of Washington 2005 — 2006
MPACC, Tax
University of Washington, Michael G. Foster School of Business 2004 — 2006
BABA, Accounting
Southwest Baptist University 2001 — 2002
Mandy Huggard, CPA Mandy Huggard, CPA's Moss Adams LLP Experience June 2007 - December 2012
Job Associate Director for Budget and Financial Planning at Berklee College of Music
Industry Accounting
Experience
Berklee College of Music January 2013 - Present
Moss Adams, LLP June 2007 - December 2012
University of New Mexico May 2002 - May 2007
Los Alamos National Bank May 2003 - January 2005
Reinhardt A. Quelle, CPA January 1998 - January 2001
Skills
Auditing, Accounting, Financial Accounting, Excel, Audit, Internal Controls, Microsoft Office, Financial Reporting, Financial Analysis, Compliance, US GAAP, Microsoft Excel, Financial Statements, Budgets, Budget Process, Operating Budgets, Forecasting, Finance, Future Perfect, General Ledger, GAAP, CPA, Assurance, Analysis, External Audit, Management
Education
The University of New Mexico 2001 — 2007
Masters of Accountancy, Accounting, Finance
The University of New Mexico 2001 — 2005
Bachelor's, Financial Management
Berklee College of Music January 2013 - Present
Moss Adams, LLP June 2007 - December 2012
University of New Mexico May 2002 - May 2007
Los Alamos National Bank May 2003 - January 2005
Reinhardt A. Quelle, CPA January 1998 - January 2001
Skills
Auditing, Accounting, Financial Accounting, Excel, Audit, Internal Controls, Microsoft Office, Financial Reporting, Financial Analysis, Compliance, US GAAP, Microsoft Excel, Financial Statements, Budgets, Budget Process, Operating Budgets, Forecasting, Finance, Future Perfect, General Ledger, GAAP, CPA, Assurance, Analysis, External Audit, Management
Education
The University of New Mexico 2001 — 2007
Masters of Accountancy, Accounting, Finance
The University of New Mexico 2001 — 2005
Bachelor's, Financial Management
Carol Summers Carol Summers's Moss Adams LLP Experience November 2010 - July 2013
Job Marketing Manager at NewGen Surgical
Industry Marketing and Advertising
Experience
Moss Adams LLP November 2010 - July 2013
Deloitte & Touche May 2002 - May 2009
Deloitte & Touche May 2002 - May 2009
AristaSoft Corporation May 2000 - July 2001
IBM January 1999 - March 2000
IBM May 1996 - January 1999
Keller Crescent 1993 - 1993
Fogarty Klein Monroe 1991 - 1993
The Walt Disney Company 1990 - 1990
Skills
Marketing Strategy, Marketing Communications, Market Research, Marketing Management, Analytics, Integrated Marketing, Email Marketing, Competitive Analysis, Collateral, Marketing, Segmentation, Market Planning, B2B Marketing, Strategic Planning, Business Development, Business Strategy, Cross-functional Team..., Direct Marketing, Program Management
Education
The University of Texas at Arlington - College of Business 1994 — 1996
Master of Business Administration, International Marketing
Texas A&M University 1987 — 1991
Bachelor of Arts, Speech Communication, Marketing
Moss Adams LLP November 2010 - July 2013
Deloitte & Touche May 2002 - May 2009
Deloitte & Touche May 2002 - May 2009
AristaSoft Corporation May 2000 - July 2001
IBM January 1999 - March 2000
IBM May 1996 - January 1999
Keller Crescent 1993 - 1993
Fogarty Klein Monroe 1991 - 1993
The Walt Disney Company 1990 - 1990
Skills
Marketing Strategy, Marketing Communications, Market Research, Marketing Management, Analytics, Integrated Marketing, Email Marketing, Competitive Analysis, Collateral, Marketing, Segmentation, Market Planning, B2B Marketing, Strategic Planning, Business Development, Business Strategy, Cross-functional Team..., Direct Marketing, Program Management
Education
The University of Texas at Arlington - College of Business 1994 — 1996
Master of Business Administration, International Marketing
Texas A&M University 1987 — 1991
Bachelor of Arts, Speech Communication, Marketing
Jamie Kabanuck Jamie Kabanuck's Moss Adams LLP Experience January 2007 - February 2010
Job Clover Stornetta Farms
Industry Food Production
Experience
Clover Stornetta Farms, Inc. April 2015 - Present
Fireman's Fund Insurance Company February 2010 - April 2015
Moss Adams LLP January 2007 - February 2010
Education
Sonoma State University 2005 — 2007
BS in Business Management with Accounting Concentration, Accounting
Clover Stornetta Farms, Inc. April 2015 - Present
Fireman's Fund Insurance Company February 2010 - April 2015
Moss Adams LLP January 2007 - February 2010
Education
Sonoma State University 2005 — 2007
BS in Business Management with Accounting Concentration, Accounting
Justice Jake Bowe, CPA, MBA Justice Jake Bowe, CPA, MBA's Moss Adams LLP Experience January 2013 - June 2014
Job Government
Industry Government Relations
Experience
Moss Adams LLP January 2013 - June 2014
Ricci & Company, LLC March 2010 - January 2013
Mass Mutual 2009 - 2010
Skills
Auditing, Client Development, Internal Controls, Financial Reporting, Financial Accounting
Education
The University of New Mexico 2009 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
The University of New Mexico 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Moss Adams LLP January 2013 - June 2014
Ricci & Company, LLC March 2010 - January 2013
Mass Mutual 2009 - 2010
Skills
Auditing, Client Development, Internal Controls, Financial Reporting, Financial Accounting
Education
The University of New Mexico 2009 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
The University of New Mexico 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Ryan Adams, CPA Ryan Adams, CPA's Moss Adams LLP Experience August 2005 - August 2007
Job Senior Business Analyst at Timber Products Company
Industry Paper & Forest Products
Experience
Timber Products Company May 2012 - Present
ECS Case July 2007 - May 2012
Moss Adams LLP August 2005 - August 2007
US Army August 1996 - March 2000
Skills
Cost Accounting, Financial Accounting, Internal Controls, CPA, Accounting, Financial Analysis, Product Costing, Microsoft Dynamics, GAAP, Operating Budgets, Process Improvement, Capital Project Analysis, Variance Analysis, Fixed Assets, Mapics, IBM AS/400, Infor XA, Management Reporter, Financial Controlling, Auditing, Budgets, General Ledger, Forecasting, Financial Reporting, Sarbanes-Oxley, Revenue Recognition, Sarbanes-Oxley Act
Education
Southern Oregon University 2000 — 2005
Bachelors, Business
Timber Products Company May 2012 - Present
ECS Case July 2007 - May 2012
Moss Adams LLP August 2005 - August 2007
US Army August 1996 - March 2000
Skills
Cost Accounting, Financial Accounting, Internal Controls, CPA, Accounting, Financial Analysis, Product Costing, Microsoft Dynamics, GAAP, Operating Budgets, Process Improvement, Capital Project Analysis, Variance Analysis, Fixed Assets, Mapics, IBM AS/400, Infor XA, Management Reporter, Financial Controlling, Auditing, Budgets, General Ledger, Forecasting, Financial Reporting, Sarbanes-Oxley, Revenue Recognition, Sarbanes-Oxley Act
Education
Southern Oregon University 2000 — 2005
Bachelors, Business
Sara Campbell, CPA, MAcct Sara Campbell, CPA, MAcct's Moss Adams LLP Experience November 2012 - June 2014
Job Tax Accountant at Larson Gross
Industry Accounting
Experience
Larson Gross September 2014 - Present
Moss Adams LLP November 2012 - June 2014
Volunteer Income Tax Assistance (VITA) February 2012 - April 2012
Radiance Unlimited October 2009 - December 2011
Lyon Creek Gallery December 2008 - December 2011
Sequoia Union High School District September 2008 - December 2011
Volunteer Income Tax Assistance (VITA) February 2011 - April 2011
Simplers Botanical Company October 2004 - April 2008
Landsculpt Garden Architecture 2001 - 2005
Trent Graphics 1997 - 2001
Skills
Tax Preparation, Account Management, Management, Budget, Bookkeeping, Employee Benefits, Account Reconciliation, Accounts Receivable, Accounts Payable, Cash Receipts, Import Export, Internal Controls, Quality Control, Cost Reduction..., Product Development, Event Planning, Microsoft Office, Photoshop
Education
The University of Montana - School of Business Administration 2010 — 2012
MAcct, Accounting
The College of St. Scholastica 1991 — 1995
Bachelor of Arts (B.A.), Communication, Humanities, English
Larson Gross September 2014 - Present
Moss Adams LLP November 2012 - June 2014
Volunteer Income Tax Assistance (VITA) February 2012 - April 2012
Radiance Unlimited October 2009 - December 2011
Lyon Creek Gallery December 2008 - December 2011
Sequoia Union High School District September 2008 - December 2011
Volunteer Income Tax Assistance (VITA) February 2011 - April 2011
Simplers Botanical Company October 2004 - April 2008
Landsculpt Garden Architecture 2001 - 2005
Trent Graphics 1997 - 2001
Skills
Tax Preparation, Account Management, Management, Budget, Bookkeeping, Employee Benefits, Account Reconciliation, Accounts Receivable, Accounts Payable, Cash Receipts, Import Export, Internal Controls, Quality Control, Cost Reduction..., Product Development, Event Planning, Microsoft Office, Photoshop
Education
The University of Montana - School of Business Administration 2010 — 2012
MAcct, Accounting
The College of St. Scholastica 1991 — 1995
Bachelor of Arts (B.A.), Communication, Humanities, English
Robert Crow Robert Crow's Moss Adams LLP Experience February 2010 - September 2012
Job Tax Manager at Geffen Mesher
Industry Accounting
Experience
Geffen Mesher November 2013 - Present
Spectrum CPA Group, LLP October 2012 - November 2013
Moss Adams LLP February 2010 - September 2012
Kosmatka Donnelly & Co. LLP December 2004 - February 2010
Skills
Corporate Tax, Tax Preparation, Partnership Taxation, ProSystem fx Tax, Tax Research, Tax Accounting, Income Tax, Multi-state tax returns, Medical Practice..., Accounting, Key Account Management, GAAP, Tax, CPA, S Corporations, Tax Returns, Financial Accounting
Education
Southern Oregon University 2000 — 2005
Bachelor's degree, Business Administration - Accounting
Geffen Mesher November 2013 - Present
Spectrum CPA Group, LLP October 2012 - November 2013
Moss Adams LLP February 2010 - September 2012
Kosmatka Donnelly & Co. LLP December 2004 - February 2010
Skills
Corporate Tax, Tax Preparation, Partnership Taxation, ProSystem fx Tax, Tax Research, Tax Accounting, Income Tax, Multi-state tax returns, Medical Practice..., Accounting, Key Account Management, GAAP, Tax, CPA, S Corporations, Tax Returns, Financial Accounting
Education
Southern Oregon University 2000 — 2005
Bachelor's degree, Business Administration - Accounting
Mike Combo Mike Combo's Moss Adams LLP Experience September 1993 - December 1999
Job Shareholder at Anderson ZurMuehlen
Industry Accounting
Experience
Anderson ZurMuehlen October 2005 - Present
Elmore & Associates December 1999 - October 2005
Moss Adams LLP September 1993 - December 1999
Skills
CPA, Tax, Tax Preparation, Corporate Tax, GAAP, Income Tax, Accounting, Financial Reporting, Financial Accounting, Tax Research, Partnership Taxation, Tax Accounting, Small Business, ProSystem fx Tax, S Corporations, Business Tax Planning, Tax Returns, US GAAP, QuickBooks, Auditing, Internal Controls, Assurance
Education
The University of Montana - School of Business Administration 1988 — 1993
Masters, Accountancy
Anderson ZurMuehlen October 2005 - Present
Elmore & Associates December 1999 - October 2005
Moss Adams LLP September 1993 - December 1999
Skills
CPA, Tax, Tax Preparation, Corporate Tax, GAAP, Income Tax, Accounting, Financial Reporting, Financial Accounting, Tax Research, Partnership Taxation, Tax Accounting, Small Business, ProSystem fx Tax, S Corporations, Business Tax Planning, Tax Returns, US GAAP, QuickBooks, Auditing, Internal Controls, Assurance
Education
The University of Montana - School of Business Administration 1988 — 1993
Masters, Accountancy
Hiromi Young Hiromi Young's Moss Adams LLP Experience January 2002 - Present
Job Construction Senior Manager at Moss Adams & Training Chair/Treasurer at AGC CLC SF Chapter
Industry Accounting
Experience
Moss Adams LLP January 2002 - Present
Motion Analysis Corporation April 1997 - December 2001
Skills
Audit, Accounting, Internal Controls, Financial Reporting, Auditing, Construction Accounting, US GAAP, Financial Statement..., GAAP, Assurance, Financial Statements, Cash Management, Audits of Employee..., CPA, Revenue Recognition, External Audit, Corporate Tax, Financial Accounting
Education
Sonoma State University 1998 — 2001
Bachelor's degree, Business Administration, Accounting
Moss Adams LLP January 2002 - Present
Motion Analysis Corporation April 1997 - December 2001
Skills
Audit, Accounting, Internal Controls, Financial Reporting, Auditing, Construction Accounting, US GAAP, Financial Statement..., GAAP, Assurance, Financial Statements, Cash Management, Audits of Employee..., CPA, Revenue Recognition, External Audit, Corporate Tax, Financial Accounting
Education
Sonoma State University 1998 — 2001
Bachelor's degree, Business Administration, Accounting
Ryan McKillop's Moss Adams LLP Experience January 2006 - June 2013
Job Manager, CPA at Beels Soper LLP
Industry Accounting
Experience
Beels Soper LLP July 2013 - Present
Moss Adams LLP January 2006 - June 2013
Skills
Auditing, Internal Controls, Assurance, CPA, Corporate Tax, GAAP, Accounting, Financial Reporting, US GAAP, Revenue Recognition, General Ledger, Financial Accounting, Financial Statements, Accounts Payable, Income Tax, Tax, Partnership Taxation, Accounts Receivable, QuickBooks, Financial Analysis
Education
Sonoma State University 2003 — 2005
Bachelor of Science, Business Administration (Accounting)
Beels Soper LLP July 2013 - Present
Moss Adams LLP January 2006 - June 2013
Skills
Auditing, Internal Controls, Assurance, CPA, Corporate Tax, GAAP, Accounting, Financial Reporting, US GAAP, Revenue Recognition, General Ledger, Financial Accounting, Financial Statements, Accounts Payable, Income Tax, Tax, Partnership Taxation, Accounts Receivable, QuickBooks, Financial Analysis
Education
Sonoma State University 2003 — 2005
Bachelor of Science, Business Administration (Accounting)
Tamara Graham, CPA, CFE, CIA's Moss Adams LLP Experience February 1995 - August 1997
Job Sr Manager at Pauly, Rogers & Co. PC
Industry Accounting
Experience
Pauly, Rogers & Co. PC June 2013 - Present
Perkins & Company August 2012 - February 2013
Pauly, Rogers and Co., CPAs March 2010 - August 2012
Michael L. Piels CPAs, LLP October 2008 - February 2010
Food 4 Thought, LLC February 2007 - September 2008
Lithia Motors January 2004 - January 2007
Ashland Partners November 1999 - August 2003
Moss Adams LLP February 1995 - August 1997
Skills
GAAP, Accounting, Auditing, Financial Reporting, Internal Controls, Budgets, Financial Statements, CPA, Internal Audit, Financial Accounting, Financial Audits, US GAAP
Education
Southern Oregon University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting, 3.9
Pauly, Rogers & Co. PC June 2013 - Present
Perkins & Company August 2012 - February 2013
Pauly, Rogers and Co., CPAs March 2010 - August 2012
Michael L. Piels CPAs, LLP October 2008 - February 2010
Food 4 Thought, LLC February 2007 - September 2008
Lithia Motors January 2004 - January 2007
Ashland Partners November 1999 - August 2003
Moss Adams LLP February 1995 - August 1997
Skills
GAAP, Accounting, Auditing, Financial Reporting, Internal Controls, Budgets, Financial Statements, CPA, Internal Audit, Financial Accounting, Financial Audits, US GAAP
Education
Southern Oregon University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting, 3.9
Christy Powell's Moss Adams LLP Experience January 2013 - Present
Job Receptionist at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Logos Bible Software August 2009 - July 2011
Logos Bible Software February 2007 - July 2011
Logos Bible Software June 2004 - January 2007
Whatcom Community College March 2004 - May 2004
North Bay Christ the King Church September 2003 - February 2004
Skills
QuickBooks, Microsoft Excel, Outlook, Administrative..., Spreadsheets, Data Entry, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Publisher, Administration, Telephone Skills
Education
The Master's College 2001 — 2002
Whatcom Community College 2000 — 2001
Moss Adams LLP January 2013 - Present
Logos Bible Software August 2009 - July 2011
Logos Bible Software February 2007 - July 2011
Logos Bible Software June 2004 - January 2007
Whatcom Community College March 2004 - May 2004
North Bay Christ the King Church September 2003 - February 2004
Skills
QuickBooks, Microsoft Excel, Outlook, Administrative..., Spreadsheets, Data Entry, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Publisher, Administration, Telephone Skills
Education
The Master's College 2001 — 2002
Whatcom Community College 2000 — 2001
Kellie Rowley's Moss Adams LLP Experience September 2000 - June 2005
Job Retail Accounting Manager, Columbia Sportswear
Industry Accounting
Experience
Columbia Sportswear August 2015 - Present
adidas Group July 2012 - August 2015
Adidas Group June 2009 - July 2012
Adidas Group January 2007 - January 2009
Adidas Group June 2005 - December 2006
Moss Adams LLP September 2000 - June 2005
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, GAAP, Auditing, General Ledger, Financial Accounting, Sarbanes-Oxley Act, Forecasting, Financial Statements, Budgets, Variance Analysis, Account Reconciliation, SAP, Finance, Financial Audits, US GAAP
Education
Southern Oregon University 1996 — 2000
BS, Business Administration - Accounting
Columbia Sportswear August 2015 - Present
adidas Group July 2012 - August 2015
Adidas Group June 2009 - July 2012
Adidas Group January 2007 - January 2009
Adidas Group June 2005 - December 2006
Moss Adams LLP September 2000 - June 2005
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, GAAP, Auditing, General Ledger, Financial Accounting, Sarbanes-Oxley Act, Forecasting, Financial Statements, Budgets, Variance Analysis, Account Reconciliation, SAP, Finance, Financial Audits, US GAAP
Education
Southern Oregon University 1996 — 2000
BS, Business Administration - Accounting
Chris Scheer Chris Scheer's Moss Adams LLP Experience July 2008 - April 2009
Job President at Father Nature Landscapes
Industry Construction
Experience
Father Nature Landscapes August 2009 - Present
Moss Adams LLP July 2008 - April 2009
McCormik Woods Golf Course May 1998 - August 2003
Skills
Carpentry, Construction, People Skills, Budgets, Management, Strategic Planning, Marketing, Selling, Inventory Management, Team Building, Sales
Education
University of Washington 2006 — 2008
Bachelor of Arts in Business Administration, Accounting
Tacoma Community College 2003 — 2006
Associate’s Degree, Accounting, A
Father Nature Landscapes August 2009 - Present
Moss Adams LLP July 2008 - April 2009
McCormik Woods Golf Course May 1998 - August 2003
Skills
Carpentry, Construction, People Skills, Budgets, Management, Strategic Planning, Marketing, Selling, Inventory Management, Team Building, Sales
Education
University of Washington 2006 — 2008
Bachelor of Arts in Business Administration, Accounting
Tacoma Community College 2003 — 2006
Associate’s Degree, Accounting, A
Amanda McCleary-Moore Amanda McCleary-Moore's Moss Adams LLP Experience June 2000 - Present
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2000 - Present
Skills
CPA, GAAP, Tax Research, Internal Controls, Corporate Tax, Auditing, Accounting, Partnership Taxation, Tax, S Corporations, US GAAP, Financial Reporting
Education
Southern Oregon University 1996 — 2001
Bachelor of Science (BS), Accounting
Moss Adams LLP June 2000 - Present
Skills
CPA, GAAP, Tax Research, Internal Controls, Corporate Tax, Auditing, Accounting, Partnership Taxation, Tax, S Corporations, US GAAP, Financial Reporting
Education
Southern Oregon University 1996 — 2001
Bachelor of Science (BS), Accounting
Karen Allen, CPA Karen Allen, CPA's Moss Adams LLP Experience June 2012 - Present
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2012 - Present
Skills
GAAP, S Corporations, CPA, Accounting, Internal Controls, Financial Accounting, Financial Reporting, Tax Preparation, Revenue Recognition, Internal Audit, Auditing, Assurance, US GAAP, General Ledger, Financial Analysis
Education
Southern Oregon University 1990 — 1994
Bachelor of Science
Moss Adams LLP June 2012 - Present
Skills
GAAP, S Corporations, CPA, Accounting, Internal Controls, Financial Accounting, Financial Reporting, Tax Preparation, Revenue Recognition, Internal Audit, Auditing, Assurance, US GAAP, General Ledger, Financial Analysis
Education
Southern Oregon University 1990 — 1994
Bachelor of Science
Nick DeCandia, CPA Nick DeCandia, CPA's Moss Adams LLP Experience September 2005 - May 2007
Job Founder, Den Publishing Company
Industry Publishing
Experience
Nick J. DeCandia, CPA October 2011 - Present
Den Publishing Company November 2002 - Present
Moss Adams LLP September 2005 - May 2007
Skills
Accounting, Small Business, Public Speaking, Strategic Planning, Marketing, Social Media Marketing, Sales, Entrepreneurship, Social Networking, Customer Service, Management, Leadership
Education
The University of New Mexico 1987 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Notre Dame 1980 — 1985
Bachelor of Science (B.S.), Mechanical Engineering
Nick J. DeCandia, CPA October 2011 - Present
Den Publishing Company November 2002 - Present
Moss Adams LLP September 2005 - May 2007
Skills
Accounting, Small Business, Public Speaking, Strategic Planning, Marketing, Social Media Marketing, Sales, Entrepreneurship, Social Networking, Customer Service, Management, Leadership
Education
The University of New Mexico 1987 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Notre Dame 1980 — 1985
Bachelor of Science (B.S.), Mechanical Engineering
Paul Hoberg Paul Hoberg's Moss Adams LLP Experience October 2010 - Present
Job Director, National Tax, Transfer Pricing at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP October 2010 - Present
PricewaterhouseCoopers November 1988 - September 2010
Skills
Transfer Pricing
Education
Stanford University 1983 — 1987
BA, History
Moss Adams LLP October 2010 - Present
PricewaterhouseCoopers November 1988 - September 2010
Skills
Transfer Pricing
Education
Stanford University 1983 — 1987
BA, History
Shawn Jensen Shawn Jensen's Moss Adams LLP Experience January 1999 - Present
Job Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 1999 - Present
Skills
Mergers, Accounting, Auditing, Internal Controls, Managerial Finance, GAAP, Financial Reporting, Due Diligence, Finance, Leadership, US GAAP, CPA, Financial Analysis, Assurance, Mergers & Acquisitions, Financial Statements, Financial Accounting, Management
Education
Sonoma State University 1995 — 1999
BS, Accounting
Moss Adams LLP January 1999 - Present
Skills
Mergers, Accounting, Auditing, Internal Controls, Managerial Finance, GAAP, Financial Reporting, Due Diligence, Finance, Leadership, US GAAP, CPA, Financial Analysis, Assurance, Mergers & Acquisitions, Financial Statements, Financial Accounting, Management
Education
Sonoma State University 1995 — 1999
BS, Accounting
Jason Lukaszewicz's Moss Adams LLP Experience July 1997 - Present
Job Partner In Charge, Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 1997 - Present
Skills
Accounting, Auditing, Internal Controls, Manufacturing, Non-profits, SEC filings, GAAP, CPA, Financial Accounting, Financial Analysis, Financial Reporting, Nonprofits, Revenue Recognition, Assurance, QuickBooks, Strategic Financial..., Financial Statements, Sarbanes-Oxley Act, US GAAP, External Audit, General Ledger, Forensic Accounting, Fixed Assets, Sarbanes-Oxley
Education
Southern Oregon University 1994 — 1997
B.S., Business - Accounting
Moss Adams LLP July 1997 - Present
Skills
Accounting, Auditing, Internal Controls, Manufacturing, Non-profits, SEC filings, GAAP, CPA, Financial Accounting, Financial Analysis, Financial Reporting, Nonprofits, Revenue Recognition, Assurance, QuickBooks, Strategic Financial..., Financial Statements, Sarbanes-Oxley Act, US GAAP, External Audit, General Ledger, Forensic Accounting, Fixed Assets, Sarbanes-Oxley
Education
Southern Oregon University 1994 — 1997
B.S., Business - Accounting
Caitlin Callaham Caitlin Callaham's Moss Adams LLP Experience January 2013 - Present
Job HR Manager, Compensation and Benefits at Moss Adams LLP
Industry Human Resources
Experience
Moss Adams LLP January 2013 - Present
Moss Adams LLP February 2011 - January 2013
Amazon.com July 2010 - February 2011
Harry & David January 2009 - May 2010
Harry & David July 2007 - December 2008
Harry & David April 2006 - July 2007
Harry & David January 2006 - April 2006
Skills
Recruiting, Employee Engagement, Sourcing, Data Analysis, Onboarding, Employee Relations, Talent Acquisition, HRIS, Talent Management, Human Resources, PeopleSoft, Applicant Tracking..., Technical Recruiting
Education
Texas A&M University 2001 — 2005
BBA, Human Resources
Moss Adams LLP January 2013 - Present
Moss Adams LLP February 2011 - January 2013
Amazon.com July 2010 - February 2011
Harry & David January 2009 - May 2010
Harry & David July 2007 - December 2008
Harry & David April 2006 - July 2007
Harry & David January 2006 - April 2006
Skills
Recruiting, Employee Engagement, Sourcing, Data Analysis, Onboarding, Employee Relations, Talent Acquisition, HRIS, Talent Management, Human Resources, PeopleSoft, Applicant Tracking..., Technical Recruiting
Education
Texas A&M University 2001 — 2005
BBA, Human Resources
David Baca David Baca's Moss Adams LLP Experience October 2008 - August 2010
Job Owner at Assert Tees
Industry Health, Wellness and Fitness
Experience
Assert Tees April 2012 - Present
Albuquerque Fire Department August 2010 - Present
Moss Adams LLP October 2008 - August 2010
Rio Vista FC December 2005 - December 2009
RH & Co CPA January 2006 - October 2008
Skills
Internal Controls, GAAP, Auditing, Accounting, Financial Reporting, Training, US GAAP, Financial Accounting, General Ledger, CPA, Tax Research, QuickBooks, Assurance
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2008
MACCT, Accounting
Texas Tech University - Rawls College of Business 1999 — 2002
BA, Business Administration
Assert Tees April 2012 - Present
Albuquerque Fire Department August 2010 - Present
Moss Adams LLP October 2008 - August 2010
Rio Vista FC December 2005 - December 2009
RH & Co CPA January 2006 - October 2008
Skills
Internal Controls, GAAP, Auditing, Accounting, Financial Reporting, Training, US GAAP, Financial Accounting, General Ledger, CPA, Tax Research, QuickBooks, Assurance
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2008
MACCT, Accounting
Texas Tech University - Rawls College of Business 1999 — 2002
BA, Business Administration
Alison Sellers Alison Sellers's Moss Adams LLP Experience January 2010 - September 2011
Job Senior Manager at Moss Adams
Industry Accounting
Experience
Moss Adams October 2001 - Present
Moss Adams LLP January 2010 - September 2011
Moss Adams LLP October 2001 - December 2009
Skills
Auditing, Financial Reporting, Accounting, Revenue Recognition, CPA, GAAP, Assurance, Internal Controls, US GAAP, SEC filings, Corporate Tax, S Corporations, Financial Analysis
Education
University of Washington 2010 — 2011
Commercial Real Estate
University of Georgia - Terry College of Business 2000 — 2001
Masters, Accounting
The University of Georgia 1995 — 2000
Bachelor's degree, Accounting
Moss Adams October 2001 - Present
Moss Adams LLP January 2010 - September 2011
Moss Adams LLP October 2001 - December 2009
Skills
Auditing, Financial Reporting, Accounting, Revenue Recognition, CPA, GAAP, Assurance, Internal Controls, US GAAP, SEC filings, Corporate Tax, S Corporations, Financial Analysis
Education
University of Washington 2010 — 2011
Commercial Real Estate
University of Georgia - Terry College of Business 2000 — 2001
Masters, Accounting
The University of Georgia 1995 — 2000
Bachelor's degree, Accounting
Alyse Reichensperger Alyse Reichensperger's Moss Adams LLP Experience January 2006 - April 2013
Job Director of Tax at Lithia Motors
Industry Accounting
Experience
Lithia Motors January 2015 - Present
Lithia Motors April 2013 - December 2014
Moss Adams LLP January 2006 - April 2013
Skills
Tax Research, S Corporations, Income Tax, Accounting, Corporate Tax, Tax, Tax Preparation, State and local tax, Partnership Taxation, GAAP, CPA
Education
Southern Oregon University 2002 — 2006
BA, Business Administration
University of Guanajuato 2004 — 2004
Study Abroad Program, Accounting
Lithia Motors January 2015 - Present
Lithia Motors April 2013 - December 2014
Moss Adams LLP January 2006 - April 2013
Skills
Tax Research, S Corporations, Income Tax, Accounting, Corporate Tax, Tax, Tax Preparation, State and local tax, Partnership Taxation, GAAP, CPA
Education
Southern Oregon University 2002 — 2006
BA, Business Administration
University of Guanajuato 2004 — 2004
Study Abroad Program, Accounting
Justine (Justine Milne) Zadick Justine (Justine Milne) Zadick's Moss Adams LLP Experience May 2007 - August 2007
Job Vice President, Accounting at D.A. Davidson Companies
Industry Accounting
Experience
D.A. Davidson Companies February 2015 - Present
KPMG January 2010 - January 2015
Financial Accounting Standards Board January 2009 - January 2010
Blackfoot Communications July 2008 - December 2008
Moss Adams LLP May 2007 - August 2007
Education
The University of Montana - School of Business Administration 2007 — 2008
Masters of Accountancy, Accounting
The University of Montana - School of Business Administration 2003 — 2007
Bachelor of Science, Accounting
D.A. Davidson Companies February 2015 - Present
KPMG January 2010 - January 2015
Financial Accounting Standards Board January 2009 - January 2010
Blackfoot Communications July 2008 - December 2008
Moss Adams LLP May 2007 - August 2007
Education
The University of Montana - School of Business Administration 2007 — 2008
Masters of Accountancy, Accounting
The University of Montana - School of Business Administration 2003 — 2007
Bachelor of Science, Accounting
John C. Tysseling John C. Tysseling's Moss Adams LLP Experience July 2013 - Present
Job Consulting Director at Moss Adams LLP
Industry Oil & Energy
Experience
Moss Adams LLP July 2013 - Present
E3c, Inc. (d/b/a Energy, Economic and Environmental Consultants) 1992 - Present
United States Extractive Industry Transparency Inititiative December 2012 - July 2013
Taxation and Revenue Department, State of New Mexico March 2012 - July 2013
New Mexico State Land Office August 1985 - September 1992
University of New Mexico, Bureau of Business and Economic Research January 1979 - August 1985
Skills
Energy Economics, Natural Resource..., Economic Modeling, Economic Research, Renewable Resources, Energy, Natural Gas, Renewable Energy, Water, Energy Policy, Economics, Business Planning, Oil, Energy Efficiency, Strategic Planning, Business Strategy, Sustainability, Climate Change, Policy Analysis, Energy Industry, Environmental, Petroleum, Environmental Awareness, Strategy, Policy, Energy Markets, Valuation, Program Management, Forecasting, Contract Negotiation, Government, Public Policy, Budgets
Education
The University of New Mexico 1980 — 1986
Ph.D., Economics
Moss Adams LLP July 2013 - Present
E3c, Inc. (d/b/a Energy, Economic and Environmental Consultants) 1992 - Present
United States Extractive Industry Transparency Inititiative December 2012 - July 2013
Taxation and Revenue Department, State of New Mexico March 2012 - July 2013
New Mexico State Land Office August 1985 - September 1992
University of New Mexico, Bureau of Business and Economic Research January 1979 - August 1985
Skills
Energy Economics, Natural Resource..., Economic Modeling, Economic Research, Renewable Resources, Energy, Natural Gas, Renewable Energy, Water, Energy Policy, Economics, Business Planning, Oil, Energy Efficiency, Strategic Planning, Business Strategy, Sustainability, Climate Change, Policy Analysis, Energy Industry, Environmental, Petroleum, Environmental Awareness, Strategy, Policy, Energy Markets, Valuation, Program Management, Forecasting, Contract Negotiation, Government, Public Policy, Budgets
Education
The University of New Mexico 1980 — 1986
Ph.D., Economics
Steven Keene Steven Keene's Moss Adams LLP Experience June 2011 - Present
Job Regional Managing Partner at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP June 2011 - Present
Moss Adams LLP January 2006 - June 2011
KPMG 1994 - 2004
New Mexico Taxation & Revenue Department 1987 - 1994
Skills
Tax, Financial Accounting, Tax Returns, Sarbanes-Oxley Act, Management Consulting, Financial Reporting, Tax Law, Tax Preparation, Managerial Finance, Accounting, Small Business, GAAP, QuickBooks, Cash Flow, Tax Research, Income Tax, Strategic Financial..., SEC filings, Mergers, US GAAP, Tax Accounting, Auditing, External Audit, Budgets, Partnership Taxation, Accounts Payable, Corporate Tax, International Tax, Financial Analysis, S Corporations, Microsoft Excel, General Ledger, Due Diligence, Tax Advisory, Property Tax, Forecasting, Assurance, Fixed Assets, Internal Audit, CPA, Big 4, Sales Tax, IFRS, Valuation, Internal Controls, State Tax, Account Reconciliation, Finance, Financial Modeling, Strategic Planning
Education
The University of New Mexico 1976 — 1980
BA, MBA, Economics, History, Business
Stanford University 1974 — 1975
History
Moss Adams LLP June 2011 - Present
Moss Adams LLP January 2006 - June 2011
KPMG 1994 - 2004
New Mexico Taxation & Revenue Department 1987 - 1994
Skills
Tax, Financial Accounting, Tax Returns, Sarbanes-Oxley Act, Management Consulting, Financial Reporting, Tax Law, Tax Preparation, Managerial Finance, Accounting, Small Business, GAAP, QuickBooks, Cash Flow, Tax Research, Income Tax, Strategic Financial..., SEC filings, Mergers, US GAAP, Tax Accounting, Auditing, External Audit, Budgets, Partnership Taxation, Accounts Payable, Corporate Tax, International Tax, Financial Analysis, S Corporations, Microsoft Excel, General Ledger, Due Diligence, Tax Advisory, Property Tax, Forecasting, Assurance, Fixed Assets, Internal Audit, CPA, Big 4, Sales Tax, IFRS, Valuation, Internal Controls, State Tax, Account Reconciliation, Finance, Financial Modeling, Strategic Planning
Education
The University of New Mexico 1976 — 1980
BA, MBA, Economics, History, Business
Stanford University 1974 — 1975
History
Duwayne Sibley Duwayne Sibley's Moss Adams LLP Experience 2012 - Present
Job Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP 2012 - Present
Moss Adams LLP April 2008 - December 2012
Moss Adams LLP April 2008 - July 2009
Skills
US GAAP, Cost Segregation, Income Tax, GAAP, Accounting, State Tax, SEC filings, Tax, Tax Research, Use Tax, Corporate Tax, Tax Accounting, Auditing, Assurance
Education
Texas A&M University 1989 — 1994
BS, Construction Science
Moss Adams LLP 2012 - Present
Moss Adams LLP April 2008 - December 2012
Moss Adams LLP April 2008 - July 2009
Skills
US GAAP, Cost Segregation, Income Tax, GAAP, Accounting, State Tax, SEC filings, Tax, Tax Research, Use Tax, Corporate Tax, Tax Accounting, Auditing, Assurance
Education
Texas A&M University 1989 — 1994
BS, Construction Science
Callie Appelstein Callie Appelstein's Moss Adams LLP Experience October 1999 - October 2000
Job Editor at Ardent Services, Inc.
Industry Market Research
Experience
Ardent Services, Inc. September 2010 - Present
Northern Light Technology October 2000 - March 2014
Ann MIchaels and Associates March 2009 - October 2010
Sanford Brown College June 2003 - September 2004
Northern Light Technology October 2000 - November 2002
Moss Adams LLP October 1999 - October 2000
Federal Reserve Bank of New York September 1997 - September 1999
Skills
Research
Education
University of Missouri-Columbia 1995 — 1996
MLS, Library & Information Science
The Evergreen State College 1991 — 1995
BA, Jewish Studies
Ardent Services, Inc. September 2010 - Present
Northern Light Technology October 2000 - March 2014
Ann MIchaels and Associates March 2009 - October 2010
Sanford Brown College June 2003 - September 2004
Northern Light Technology October 2000 - November 2002
Moss Adams LLP October 1999 - October 2000
Federal Reserve Bank of New York September 1997 - September 1999
Skills
Research
Education
University of Missouri-Columbia 1995 — 1996
MLS, Library & Information Science
The Evergreen State College 1991 — 1995
BA, Jewish Studies
Shawn Blyth, CFE's Moss Adams LLP Experience September 2015 - Present
Job Consulting Manager Financial Institutions & Regulatory Compliance at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP September 2015 - Present
Skills
FINRA, Financial Risk, Internal Controls, Internal Audit, Securities, Valuation, Investments, Capital Markets, Compliance Testing, SEC filings, Anti-Money Laundering, Suitability Analysis, Bank Secrecy Act, Certified Fraud Examiner, Financial Regulation, Anti Money Laundering, Customer Service
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2008
Bachelor of Science (B.S.), Finance, General
Southern Oregon University 2004 — 2005
Bachelor of Business Administration (B.B.A.)
Aloha High School 2000 — 2004
Moss Adams LLP September 2015 - Present
Skills
FINRA, Financial Risk, Internal Controls, Internal Audit, Securities, Valuation, Investments, Capital Markets, Compliance Testing, SEC filings, Anti-Money Laundering, Suitability Analysis, Bank Secrecy Act, Certified Fraud Examiner, Financial Regulation, Anti Money Laundering, Customer Service
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2008
Bachelor of Science (B.S.), Finance, General
Southern Oregon University 2004 — 2005
Bachelor of Business Administration (B.B.A.)
Aloha High School 2000 — 2004
Shannon Avrett Shannon Avrett's Moss Adams LLP Experience July 2013 - Present
Job CPA, Assurance Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2013 - Present
Moss Adams LLP January 2011 - June 2013
Moss Adams LLP July 2008 - January 2011
Skills
Assurance, US GAAP, SEC filings, Auditing, Internal Controls, Sarbanes-Oxley Act, GAAP, Accounting, Financial Reporting, CPA, Revenue Recognition
Education
Stanford University 2000 — 2004
Bachelor, Economics
Moss Adams LLP July 2013 - Present
Moss Adams LLP January 2011 - June 2013
Moss Adams LLP July 2008 - January 2011
Skills
Assurance, US GAAP, SEC filings, Auditing, Internal Controls, Sarbanes-Oxley Act, GAAP, Accounting, Financial Reporting, CPA, Revenue Recognition
Education
Stanford University 2000 — 2004
Bachelor, Economics
Janna Skinner Janna Skinner's Moss Adams LLP Experience September 2011 - Present
Job Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2011 - Present
Peltier, Gustafson & Miller, PA July 2007 - September 2011
REDW November 2004 - July 2007
REDW, LLC May 2002 - November 2004
ARTHUR ANDERSEN (Official) June 1997 - May 2002
Skills
Auditing, Financial Institutions, Nonprofits, Financial Audits, Internal Audit, US GAAP, Accounting, QuickBooks, Financial Accounting, Internal Controls, Financial Reporting, Compliance, Employee Benefits, Financial Statements, Process Improvement, Software Documentation, Disaster Recovery, Accounts Receivable, Microsoft Excel, Fixed Assets, Finance, External Audit, Assurance
Education
The University of New Mexico
Bachelor of Arts, Anthropology
Moss Adams LLP September 2011 - Present
Peltier, Gustafson & Miller, PA July 2007 - September 2011
REDW November 2004 - July 2007
REDW, LLC May 2002 - November 2004
ARTHUR ANDERSEN (Official) June 1997 - May 2002
Skills
Auditing, Financial Institutions, Nonprofits, Financial Audits, Internal Audit, US GAAP, Accounting, QuickBooks, Financial Accounting, Internal Controls, Financial Reporting, Compliance, Employee Benefits, Financial Statements, Process Improvement, Software Documentation, Disaster Recovery, Accounts Receivable, Microsoft Excel, Fixed Assets, Finance, External Audit, Assurance
Education
The University of New Mexico
Bachelor of Arts, Anthropology
Alise Brown Alise Brown's Moss Adams LLP Experience September 2014 - Present
Job Staff Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 2014 - Present
Moss Adams LLP January 2014 - August 2014
Jackson County, Oregon August 2012 - April 2014
Skills
Accounting, Microsoft Excel, Outlook, QuickBooks, Accounts Receivable, 10 Key, Filing, Financial Statements, Bank Reconciliation, Microsoft Word, Accounts Payable, Leadership, Spreadsheets, Access, Bookkeeping
Education
Southern Oregon University 2012 — 2014
Bachelor of Arts (B.A.), Business - Accounting
Moss Adams LLP September 2014 - Present
Moss Adams LLP January 2014 - August 2014
Jackson County, Oregon August 2012 - April 2014
Skills
Accounting, Microsoft Excel, Outlook, QuickBooks, Accounts Receivable, 10 Key, Filing, Financial Statements, Bank Reconciliation, Microsoft Word, Accounts Payable, Leadership, Spreadsheets, Access, Bookkeeping
Education
Southern Oregon University 2012 — 2014
Bachelor of Arts (B.A.), Business - Accounting
Josh Bakke's Moss Adams LLP Experience June 2015 - Present
Job Tax Manager at Moss Adams LLP
Industry Accounting
Experience
Rogue Valley Farm to School August 2015 - Present
Moss Adams LLP June 2015 - Present
Moss Adams LLP June 2013 - June 2015
Nagel & Padilla, LLC January 2011 - May 2013
Ashland Partners April 2010 - July 2010
Moss Adams LLP January 2010 - April 2010
Skills
Tax, CPA, Accounting, GAAP, Tax Research, Tax Preparation, Financial Reporting, QuickBooks, Internal Controls, Corporate Tax, Income Tax, Tax Accounting, Tax Returns, Financial Accounting, Auditing
Education
Southern Oregon University 2005 — 2010
B.S., Business Administration, Public Accounting
North Medford High School
North Medford High School
North Medford High School
Rogue Valley Farm to School August 2015 - Present
Moss Adams LLP June 2015 - Present
Moss Adams LLP June 2013 - June 2015
Nagel & Padilla, LLC January 2011 - May 2013
Ashland Partners April 2010 - July 2010
Moss Adams LLP January 2010 - April 2010
Skills
Tax, CPA, Accounting, GAAP, Tax Research, Tax Preparation, Financial Reporting, QuickBooks, Internal Controls, Corporate Tax, Income Tax, Tax Accounting, Tax Returns, Financial Accounting, Auditing
Education
Southern Oregon University 2005 — 2010
B.S., Business Administration, Public Accounting
North Medford High School
North Medford High School
North Medford High School
Jeanine Steffy, JD, CPA Jeanine Steffy, JD, CPA's Moss Adams LLP Experience January 2008 - October 2009
Job Attorney at Steffy Law Firm, PC
Industry Law Practice
Experience
Steffy Law Firm PC September 2013 - Present
Albuquerque Speech Language and Hearing Center August 2013 - Present
Santa Fe Estate Planning Council January 2013 - Present
United Way Legacy Advisory Council July 2012 - Present
Elder Law Section of NM State Bar January 2012 - Present
University of New Mexico June 2006 - May 2014
Swaim & Finlayson, PC October 2009 - September 2013
YMCA of Central New Mexico September 2010 - September 2012
NM Professional Chapter of the AWC May 2010 - December 2010
Moss Adams LLP January 2008 - October 2009
Skills
Estate Planning, CPA, Accounting, Nonprofits, Trusts, Strategic Planning, Tax, Small Business, Non-profits, LLC, Business Formation, Mediation, Legal Research, Public Speaking, Legal Writing, Government
Education
The University of New Mexico School of Law 2005 — 2007
JD, Law
The University of New Mexico - Robert O. Anderson School of Management 2003 — 2005
Masters, Accounting
University of Kansas 1999 — 2003
BS, Chemistry
Steffy Law Firm PC September 2013 - Present
Albuquerque Speech Language and Hearing Center August 2013 - Present
Santa Fe Estate Planning Council January 2013 - Present
United Way Legacy Advisory Council July 2012 - Present
Elder Law Section of NM State Bar January 2012 - Present
University of New Mexico June 2006 - May 2014
Swaim & Finlayson, PC October 2009 - September 2013
YMCA of Central New Mexico September 2010 - September 2012
NM Professional Chapter of the AWC May 2010 - December 2010
Moss Adams LLP January 2008 - October 2009
Skills
Estate Planning, CPA, Accounting, Nonprofits, Trusts, Strategic Planning, Tax, Small Business, Non-profits, LLC, Business Formation, Mediation, Legal Research, Public Speaking, Legal Writing, Government
Education
The University of New Mexico School of Law 2005 — 2007
JD, Law
The University of New Mexico - Robert O. Anderson School of Management 2003 — 2005
Masters, Accounting
University of Kansas 1999 — 2003
BS, Chemistry
Jennifer Littlefield-McGaughey Jennifer Littlefield-McGaughey's Moss Adams LLP Experience June 2013 - Present
Job Assurance Senior at Moss Adams LLP
Industry Higher Education
Experience
Moss Adams LLP June 2013 - Present
University of New Mexico August 2011 - May 2013
Gap Inc. April 2003 - February 2007
Skills
Data Entry, Microsoft Excel, Peachtree, Income Tax, Visio, Accounts Payable, Accounts Receivable
Education
The University of New Mexico 2011 — 2013
Bachelor of Business Administration (BBA), Accounting, Honors- Summa Cum Laude
Moss Adams LLP June 2013 - Present
University of New Mexico August 2011 - May 2013
Gap Inc. April 2003 - February 2007
Skills
Data Entry, Microsoft Excel, Peachtree, Income Tax, Visio, Accounts Payable, Accounts Receivable
Education
The University of New Mexico 2011 — 2013
Bachelor of Business Administration (BBA), Accounting, Honors- Summa Cum Laude
Libby Moyer's Moss Adams LLP Experience July 2014 - December 2014
Job Tax Associate at Mikeska, Monahan, & Peckham PC
Industry Accounting
Experience
Mikeska, Monahan, & Peckham PC June 2015 - Present
The Reserve at Lake Travis March 2015 - July 2015
Moss Adams LLP July 2014 - December 2014
Moss Adams LLP January 2013 - June 2014
Mohler, Nixon & Williams (combined with Moss Adams LLP in 2013) November 2012 - December 2012
G&J Sieberlich & Co LLP January 2012 - April 2012
Skills
Tax, Finance, Accounting, GAAP, Financial Accounting, US GAAP, Financial Reporting, Tax Preparation, Corporate Tax, QuickBooks, Income Tax, Tax Accounting, Tax Returns, Lacerte, Microsoft Excel, US Tax, General Ledger, GoSystems, ProSystem fx Tax, Fixed Assets, Account Reconciliation, Financial Statements, Partnership Taxation
Education
Sonoma State University School of Business and Economics 2008 — 2012
Bachelor of Science in Business Administration (BBA), Accounting
Mikeska, Monahan, & Peckham PC June 2015 - Present
The Reserve at Lake Travis March 2015 - July 2015
Moss Adams LLP July 2014 - December 2014
Moss Adams LLP January 2013 - June 2014
Mohler, Nixon & Williams (combined with Moss Adams LLP in 2013) November 2012 - December 2012
G&J Sieberlich & Co LLP January 2012 - April 2012
Skills
Tax, Finance, Accounting, GAAP, Financial Accounting, US GAAP, Financial Reporting, Tax Preparation, Corporate Tax, QuickBooks, Income Tax, Tax Accounting, Tax Returns, Lacerte, Microsoft Excel, US Tax, General Ledger, GoSystems, ProSystem fx Tax, Fixed Assets, Account Reconciliation, Financial Statements, Partnership Taxation
Education
Sonoma State University School of Business and Economics 2008 — 2012
Bachelor of Science in Business Administration (BBA), Accounting
Carol Chamberlin Carol Chamberlin's Moss Adams LLP Experience January 2015 - June 2015
Job Managing Director, BEPS / Transfer Pricing Division at Orbitax
Industry Information Technology and Services
Experience
Orbitax June 2015 - Present
Moss Adams LLP January 2015 - June 2015
Fortisure Consulting L.P. May 2013 - December 2014
Accenture 2001 - May 2013
Moodys Risk Management Services 1994 - 2000
GE Capital - Polaris Aircraft Leasing 1987 - 1994
Lehndorff USA Group 1985 - 1986
Arthur Andersen & Co. 1982 - 1985
Skills
US GAAP, Tax, CPA, Transfer Pricing, Capital Markets, Sarbanes-Oxley Act, Corporate Tax, Internal Controls, Financial Reporting, Accounting, International Tax, Income Tax, Financial Analysis, Due Diligence, Revenue Recognition, Managerial Finance, Financial Audits, Auditing, Financial Modeling, Sarbanes-Oxley, Corporate Finance, Financial Risk, Mergers & Acquisitions
Education
Texas Tech University - Rawls College of Business 1978 — 1982
BBA, Accounting
Orbitax June 2015 - Present
Moss Adams LLP January 2015 - June 2015
Fortisure Consulting L.P. May 2013 - December 2014
Accenture 2001 - May 2013
Moodys Risk Management Services 1994 - 2000
GE Capital - Polaris Aircraft Leasing 1987 - 1994
Lehndorff USA Group 1985 - 1986
Arthur Andersen & Co. 1982 - 1985
Skills
US GAAP, Tax, CPA, Transfer Pricing, Capital Markets, Sarbanes-Oxley Act, Corporate Tax, Internal Controls, Financial Reporting, Accounting, International Tax, Income Tax, Financial Analysis, Due Diligence, Revenue Recognition, Managerial Finance, Financial Audits, Auditing, Financial Modeling, Sarbanes-Oxley, Corporate Finance, Financial Risk, Mergers & Acquisitions
Education
Texas Tech University - Rawls College of Business 1978 — 1982
BBA, Accounting
Jeffrey Shilling Jeffrey Shilling's Moss Adams LLP Experience July 2005 - Present
Job TAIS Tangible Asset Incentive Services
Industry Real Estate
Experience
Moss Adams LLP July 2005 - Present
PricewaterhouseCoopers 1998 - 2005
Arthur Andersen LLP 1992 - 1998
Ryan & Associates 1989 - 1992
Arthur Andersen LLP 1986 - 1989
Skills
ITC, Wineries, Cost Segregation, Depreciation, Fixed Assets, Valuation, Real Estate, Construction, Tax, Purchase Price..., Energy, Tax Research, Tax Law, Tax Credits, GAAP
Education
Sonoma State University 1983 — 1985
BA
Moss Adams LLP July 2005 - Present
PricewaterhouseCoopers 1998 - 2005
Arthur Andersen LLP 1992 - 1998
Ryan & Associates 1989 - 1992
Arthur Andersen LLP 1986 - 1989
Skills
ITC, Wineries, Cost Segregation, Depreciation, Fixed Assets, Valuation, Real Estate, Construction, Tax, Purchase Price..., Energy, Tax Research, Tax Law, Tax Credits, GAAP
Education
Sonoma State University 1983 — 1985
BA
Willem Roos Willem Roos's Moss Adams LLP Experience August 2000 - August 2007
Job Chief Accounting Officer at Georgetown University
Industry Accounting
Experience
Georgetown University March 2015 - Present
SC&H Group April 2009 - February 2015
Beers + Cutler 2007 - 2009
Moss Adams LLP August 2000 - August 2007
Skills
Internal Controls, GAAP, Financial Reporting, Auditing, CPA, Financial Analysis, Tax, Accounting, US GAAP, Sarbanes-Oxley Act, Corporate Tax, SEC filings, Tax Accounting, Financial Statements, Financial Accounting
Education
Stellenbosch University/Universiteit Stellenbosch 1991 — 1994
Georgetown University March 2015 - Present
SC&H Group April 2009 - February 2015
Beers + Cutler 2007 - 2009
Moss Adams LLP August 2000 - August 2007
Skills
Internal Controls, GAAP, Financial Reporting, Auditing, CPA, Financial Analysis, Tax, Accounting, US GAAP, Sarbanes-Oxley Act, Corporate Tax, SEC filings, Tax Accounting, Financial Statements, Financial Accounting
Education
Stellenbosch University/Universiteit Stellenbosch 1991 — 1994
Lorren Garlichs's Moss Adams LLP Experience 1991 - 1994
Job Financial Troubleshooting
Industry Accounting
Experience
Lorren W Garlichs, Inc. PS April 2011 - Present
Bittner Financial Services Inc 2012 - 2013
Washington Alder LLC November 2003 - April 2011
Apogee Enterprises, Inc January 2000 - November 2003
Moss Adams LLP 1991 - 1994
Skills
Accounting, Financial Analysis, Financial Reporting, Project Management, Auditing, Finance, Cash Flow
Education
Culinary Institute of America
University of Washington, Michael G. Foster School of Business
BS, Business Adminstration
Lorren W Garlichs, Inc. PS April 2011 - Present
Bittner Financial Services Inc 2012 - 2013
Washington Alder LLC November 2003 - April 2011
Apogee Enterprises, Inc January 2000 - November 2003
Moss Adams LLP 1991 - 1994
Skills
Accounting, Financial Analysis, Financial Reporting, Project Management, Auditing, Finance, Cash Flow
Education
Culinary Institute of America
University of Washington, Michael G. Foster School of Business
BS, Business Adminstration
Josi McDermott Josi McDermott's Moss Adams LLP Experience December 2014 - June 2015
Job Accountant at Boly:Welch
Industry Accounting
Experience
Boly:Welch June 2015 - Present
Moss Adams LLP December 2014 - June 2015
Moss Adams LLP October 2012 - December 2014
Skills
Tax Research, Tax Preparation, Financial Statements, Tax Accounting, Partnership Taxation, Corporate Tax, Accounting, Tax, Income Tax, General Ledger, Nonprofits, Bookkeeping, Microsoft Excel, Microsoft Office, Financial Accounting, QuickBooks, PowerPoint, Financial Analysis
Education
Southern Oregon University 2010 — 2012
Bachelor of Science (BS), Accounting
University of Utah 2007 — 2010
Bachelor of Science (BS), Accounting
Boly:Welch June 2015 - Present
Moss Adams LLP December 2014 - June 2015
Moss Adams LLP October 2012 - December 2014
Skills
Tax Research, Tax Preparation, Financial Statements, Tax Accounting, Partnership Taxation, Corporate Tax, Accounting, Tax, Income Tax, General Ledger, Nonprofits, Bookkeeping, Microsoft Excel, Microsoft Office, Financial Accounting, QuickBooks, PowerPoint, Financial Analysis
Education
Southern Oregon University 2010 — 2012
Bachelor of Science (BS), Accounting
University of Utah 2007 — 2010
Bachelor of Science (BS), Accounting
James Farley's Moss Adams LLP Experience July 2013 - Present
Job Senior Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2013 - Present
Deloitte UK October 2011 - June 2013
EisnerAmper LLP September 2008 - August 2011
Skills
US GAAP, GAAP, SEC filings, Auditing, Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Big 4, IFRS, CPA, Assurance, Risk Management, Revenue Recognition
Education
The College of New Jersey 2004 — 2008
Bachelor of Science, Accounting
Moss Adams LLP July 2013 - Present
Deloitte UK October 2011 - June 2013
EisnerAmper LLP September 2008 - August 2011
Skills
US GAAP, GAAP, SEC filings, Auditing, Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Big 4, IFRS, CPA, Assurance, Risk Management, Revenue Recognition
Education
The College of New Jersey 2004 — 2008
Bachelor of Science, Accounting
Amy Runge Amy Runge's Moss Adams LLP Experience August 2013 - Present
Job Partner, National Practice Leader, Long Term Care at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP August 2013 - Present
Moss Adams LLP March 2001 - Present
BKD CPAs & Advisors January 1994 - December 1999
MeritCare Health System January 1990 - December 1993
BKD CPAs & Advisors January 1989 - December 1989
Superior Health Services, Inc. January 1986 - December 1989
Skills
Healthcare, GAAP, Internal Controls, Nonprofits, Long Term Care, CPA, Accounting, Home Care, Auditing, Assurance, Financial Analysis, Reviews and Compilations, Business Consulting, Financial Statements..., Internal Control..., Tax Exempt Bond..., Regulatory Compliance, Planning Budgeting &..., SEC filings, Leadership, Long-term Care, Financial Reporting, Corporate Tax, US GAAP
Education
University of Phoenix 1991 — 1992
Master of Business Administration (M.B.A.)
Southeast Missouri State University 1981 — 1985
BSBA, Accounting and Finance
Moss Adams LLP August 2013 - Present
Moss Adams LLP March 2001 - Present
BKD CPAs & Advisors January 1994 - December 1999
MeritCare Health System January 1990 - December 1993
BKD CPAs & Advisors January 1989 - December 1989
Superior Health Services, Inc. January 1986 - December 1989
Skills
Healthcare, GAAP, Internal Controls, Nonprofits, Long Term Care, CPA, Accounting, Home Care, Auditing, Assurance, Financial Analysis, Reviews and Compilations, Business Consulting, Financial Statements..., Internal Control..., Tax Exempt Bond..., Regulatory Compliance, Planning Budgeting &..., SEC filings, Leadership, Long-term Care, Financial Reporting, Corporate Tax, US GAAP
Education
University of Phoenix 1991 — 1992
Master of Business Administration (M.B.A.)
Southeast Missouri State University 1981 — 1985
BSBA, Accounting and Finance
Karen Seeker Karen Seeker's Moss Adams LLP Experience March 2013 - Present
Job Senior Manager, Learning and Development at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP March 2013 - Present
Moss Adams LLP January 2013 - March 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) March 2009 - January 2013
Metagenics July 2003 - July 2008
Richard Chang Associates 1993 - 2002
Skills
Recruiting, Employee Relations, Leadership Development, Training, Executive Coaching, Coaching, Performance Management, Corporate Training, Instructional Design, Management Development, Organizational..., Project Management, Talent Management, Onboarding, Performance Improvement, Accounting, Performance Consulting, Public Speaking, E-Learning, Change Management, Employee Training, Training Delivery
Education
Southern Illinois University, Carbondale 1976 — 1983
Master of Science, Curriculum and Instruction, Instructional Systems Design
University of Evansville
Bachelor of Arts, Theater, Emphasis in Acting and Directing
Moss Adams LLP March 2013 - Present
Moss Adams LLP January 2013 - March 2013
Mohler, Nixon & Williams (combined with Moss Adams in 2013) March 2009 - January 2013
Metagenics July 2003 - July 2008
Richard Chang Associates 1993 - 2002
Skills
Recruiting, Employee Relations, Leadership Development, Training, Executive Coaching, Coaching, Performance Management, Corporate Training, Instructional Design, Management Development, Organizational..., Project Management, Talent Management, Onboarding, Performance Improvement, Accounting, Performance Consulting, Public Speaking, E-Learning, Change Management, Employee Training, Training Delivery
Education
Southern Illinois University, Carbondale 1976 — 1983
Master of Science, Curriculum and Instruction, Instructional Systems Design
University of Evansville
Bachelor of Arts, Theater, Emphasis in Acting and Directing
Angie L. Angie L.'s Moss Adams LLP Experience July 2010 - April 2012
Job Manager, External Reporting & Technical Accounting
Industry Accounting
Experience
Altera Corporation April 2012 - Present
Moss Adams LLP July 2010 - April 2012
KPMG US 2004 - 2009
Cohen, Rutherford + Knight PC 2004 - 2004
Skills
Financial Reporting, SEC filings, US GAAP, Accounting, Auditing, Big 4, Sarbanes-Oxley Act, Technical Accounting..., XBRL, Finance, Financial Analysis
Education
The George Washington University - School of Business
Master, Accounting
Altera Corporation April 2012 - Present
Moss Adams LLP July 2010 - April 2012
KPMG US 2004 - 2009
Cohen, Rutherford + Knight PC 2004 - 2004
Skills
Financial Reporting, SEC filings, US GAAP, Accounting, Auditing, Big 4, Sarbanes-Oxley Act, Technical Accounting..., XBRL, Finance, Financial Analysis
Education
The George Washington University - School of Business
Master, Accounting
Maureen Weinstein, CPA's Moss Adams LLP Experience February 2001 - April 2002
Job Certified Public Accountant at Maureen Weinstein, CPA
Industry Accounting
Experience
Maureen Weinstein, CPA April 2003 - Present
Weinstein Security, Inc. May 2002 - Present
Maxine Kuryla, CPA 2002 - 2003
Moss Adams LLP February 2001 - April 2002
Russian River Property Patrol 1994 - 2001
Skills
Tax Preparation, Accounting, Finance, Auditing, Financial Accounting, Income Tax, CPA, Small Business, Mergers & Acquisitions, Tax Returns, Financial Reporting, Corporate Tax
Education
Sonoma State University 1999 — 2001
Bachelor of Science in Business Administration, Accounting
Maureen Weinstein, CPA April 2003 - Present
Weinstein Security, Inc. May 2002 - Present
Maxine Kuryla, CPA 2002 - 2003
Moss Adams LLP February 2001 - April 2002
Russian River Property Patrol 1994 - 2001
Skills
Tax Preparation, Accounting, Finance, Auditing, Financial Accounting, Income Tax, CPA, Small Business, Mergers & Acquisitions, Tax Returns, Financial Reporting, Corporate Tax
Education
Sonoma State University 1999 — 2001
Bachelor of Science in Business Administration, Accounting
Pat Boyle Pat Boyle's Moss Adams LLP Experience 2005 - 2007
Job CPA at Boyle, Deveny, & Meyer PC
Industry Accounting
Experience
Boyle, Deveny, & Meyer PC 2007 - Present
Moss Adams LLP 2005 - 2007
Skills
Tax, Accounting, Auditing, Business Planning, Financial Statements, Income Tax, Trusts, Estate Planning, Tax Advisory, CPA, Tax Research, Small Business, Tax Preparation, S Corporations, Corporate Tax, Tax Accounting, Strategic Planning, Financial Analysis
Education
The University of Montana - School of Business Administration 2004 — 2005
Masters, Accounting
The University of Montana - School of Business Administration 2001 — 2003
B.S., Business - Accounting
Boyle, Deveny, & Meyer PC 2007 - Present
Moss Adams LLP 2005 - 2007
Skills
Tax, Accounting, Auditing, Business Planning, Financial Statements, Income Tax, Trusts, Estate Planning, Tax Advisory, CPA, Tax Research, Small Business, Tax Preparation, S Corporations, Corporate Tax, Tax Accounting, Strategic Planning, Financial Analysis
Education
The University of Montana - School of Business Administration 2004 — 2005
Masters, Accounting
The University of Montana - School of Business Administration 2001 — 2003
B.S., Business - Accounting
Whitney Barrilleaux Whitney Barrilleaux's Moss Adams LLP Experience July 2011 - November 2011
Job Senior Tax Accountant at Stenberg CPA
Industry Accounting
Experience
Stenberg CPA November 2011 - Present
Moss Adams LLP July 2011 - November 2011
Moss Adams LLP August 2008 - July 2011
Grant Thornton 2007 - 2007
Education
Sonoma State University 2004 — 2008
BS, Business Administration, Accounting
San Marin High
Stenberg CPA November 2011 - Present
Moss Adams LLP July 2011 - November 2011
Moss Adams LLP August 2008 - July 2011
Grant Thornton 2007 - 2007
Education
Sonoma State University 2004 — 2008
BS, Business Administration, Accounting
San Marin High
Adam Sheer, CFE Adam Sheer, CFE's Moss Adams LLP Experience April 2014 - October 2014
Job Manager, Royalty Compliance at Miller Kaplan Arase LLP
Industry Accounting
Experience
Miller Kaplan Arase LLP November 2014 - Present
Moss Adams LLP April 2014 - October 2014
Oberon Media August 2011 - June 2013
EisnerAmper LLP August 2007 - July 2011
WeiserMazars LLP November 2004 - July 2007
Moss Adams LLP January 2002 - January 2004
PricewaterhouseCoopers April 2001 - December 2001
EMI Music Publishing May 2000 - April 2001
Sklar Heyman & Company December 1998 - May 2000
Skills
Mobile Games, Social Games, Gaming, Online Gaming, Windows, Video Games, Game Design, Gaming Industry, Game Development, Accounting, Royalties, Licensing, Licensing Agreements, Internal Audit
Education
State University of New York College at Old Westbury 1996 — 1998
Bachelor's degree, Accounting
State University of New York at Albany 1993 — 1995
Miller Kaplan Arase LLP November 2014 - Present
Moss Adams LLP April 2014 - October 2014
Oberon Media August 2011 - June 2013
EisnerAmper LLP August 2007 - July 2011
WeiserMazars LLP November 2004 - July 2007
Moss Adams LLP January 2002 - January 2004
PricewaterhouseCoopers April 2001 - December 2001
EMI Music Publishing May 2000 - April 2001
Sklar Heyman & Company December 1998 - May 2000
Skills
Mobile Games, Social Games, Gaming, Online Gaming, Windows, Video Games, Game Design, Gaming Industry, Game Development, Accounting, Royalties, Licensing, Licensing Agreements, Internal Audit
Education
State University of New York College at Old Westbury 1996 — 1998
Bachelor's degree, Accounting
State University of New York at Albany 1993 — 1995
Breanne Eagles Breanne Eagles's Moss Adams LLP Experience January 2006 - January 2008
Job Accountant at Reid, Hanna & Company LLP
Industry Accounting
Experience
Reid, Hanna & Company LLP January 2008 - Present
Moss Adams LLP January 2006 - January 2008
Reid, Hanna & Company LLP January 2005 - January 2006
Skills
Financial Accounting, Tax Preparation, S Corporations, Corporate Tax, Accounting, Internal Controls
Education
Southern Oregon University 2002 — 2006
Bachelor of Science (BS), Accounting
Reid, Hanna & Company LLP January 2008 - Present
Moss Adams LLP January 2006 - January 2008
Reid, Hanna & Company LLP January 2005 - January 2006
Skills
Financial Accounting, Tax Preparation, S Corporations, Corporate Tax, Accounting, Internal Controls
Education
Southern Oregon University 2002 — 2006
Bachelor of Science (BS), Accounting
Tim Haueisen Tim Haueisen's Moss Adams LLP Experience August 2000 - Present
Job Senior Systems Engineer at Moss Adams LLP
Industry Information Technology and Services
Experience
Moss Adams LLP August 2000 - Present
Kent School District June 1997 - August 2000
Skills
Windows Server, Microsoft CRM, Active Directory, Exchange 2010/2007/2003, CommVault Galaxy, Vendor Management, CRM, SharePoint, Project Management, Testing, Process Improvement
Education
St. Olaf College 1991 — 1995
BA, Math
Moss Adams LLP August 2000 - Present
Kent School District June 1997 - August 2000
Skills
Windows Server, Microsoft CRM, Active Directory, Exchange 2010/2007/2003, CommVault Galaxy, Vendor Management, CRM, SharePoint, Project Management, Testing, Process Improvement
Education
St. Olaf College 1991 — 1995
BA, Math
Matthew C McHugh Matthew C McHugh's Moss Adams LLP Experience December 2014 - April 2015
Job Sports Marketing Accountant at Nike
Industry Accounting
Experience
Nike August 2015 - Present
Nike May 2015 - July 2015
Moss Adams LLP December 2014 - April 2015
Moss Adams LLP June 2013 - December 2014
Moss Adams LLP October 2010 - June 2013
Skills
CPA, Accounting, GAAP, Tax Preparation, Tax Research, Tax, Partnership Taxation, Tax Accounting, Auditing, Corporate Tax, Income Tax, S Corporations, Financial Reporting, US GAAP, Financial Analysis
Education
The University of Montana - School of Business Administration 2005 — 2010
Masters of Accountancy, Accounting
Nike August 2015 - Present
Nike May 2015 - July 2015
Moss Adams LLP December 2014 - April 2015
Moss Adams LLP June 2013 - December 2014
Moss Adams LLP October 2010 - June 2013
Skills
CPA, Accounting, GAAP, Tax Preparation, Tax Research, Tax, Partnership Taxation, Tax Accounting, Auditing, Corporate Tax, Income Tax, S Corporations, Financial Reporting, US GAAP, Financial Analysis
Education
The University of Montana - School of Business Administration 2005 — 2010
Masters of Accountancy, Accounting
Leonard R. Sanchez Leonard R. Sanchez's Moss Adams LLP Experience December 1993 - December 2008
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC October 2009 - Present
Moss Adams, LLP December 1993 - December 2008
Skills
Accounting, Strategic Financial..., Tax, CPA, GAAP, Financial Analysis
Education
The University of New Mexico 1964 — 1968
BBA, Accounting
AXA Advisors, LLC October 2009 - Present
Moss Adams, LLP December 1993 - December 2008
Skills
Accounting, Strategic Financial..., Tax, CPA, GAAP, Financial Analysis
Education
The University of New Mexico 1964 — 1968
BBA, Accounting
Lisa Lund Lisa Lund's Moss Adams LLP Experience 2001 - 2004
Job Finance, Accounting, and Tax Consultant
Industry Accounting
Experience
Fitness Together March 2008 - Present
Lund Consulting, LLC 2008 - Present
IKKOS 2012 - 2014
InFocus 2007 - 2008
Enuclia Semiconductor 2005 - 2007
Moss Adams LLP 2001 - 2004
Price Waterhouse Coopers 1999 - 2001
KPMG Peat Marwick 1995 - 1999
Skills
Financial Reporting, Accounting, Small Business, Start-ups, Financial Analysis, Financial Statements, Human Resources, Strategic Planning, Mergers & Acquisitions, Forecasting, Tax, Cash Management, Customer Service, Entrepreneurship, Management, Process Improvement, Marketing, Budgets, Analysis, Account Reconciliation, Leadership, Finance, Strategy, Business Development, New Business Development, Business Strategy, Business Planning, Strategic Partnerships, Team Building, Sales, Executive Management, Training, Management Consulting
Education
Sonoma State University 1990 — 1995
Business Administration - Accounting
Fitness Together March 2008 - Present
Lund Consulting, LLC 2008 - Present
IKKOS 2012 - 2014
InFocus 2007 - 2008
Enuclia Semiconductor 2005 - 2007
Moss Adams LLP 2001 - 2004
Price Waterhouse Coopers 1999 - 2001
KPMG Peat Marwick 1995 - 1999
Skills
Financial Reporting, Accounting, Small Business, Start-ups, Financial Analysis, Financial Statements, Human Resources, Strategic Planning, Mergers & Acquisitions, Forecasting, Tax, Cash Management, Customer Service, Entrepreneurship, Management, Process Improvement, Marketing, Budgets, Analysis, Account Reconciliation, Leadership, Finance, Strategy, Business Development, New Business Development, Business Strategy, Business Planning, Strategic Partnerships, Team Building, Sales, Executive Management, Training, Management Consulting
Education
Sonoma State University 1990 — 1995
Business Administration - Accounting
Joann Dapiran Joann Dapiran's Moss Adams LLP Experience January 1998 - January 2004
Job Assistant to the Provost at Sonoma State University
Industry Higher Education
Experience
Sonoma State University March 2014 - Present
Sonoma State University January 2006 - Present
SCME Mortgage Bankers January 2004 - January 2006
Moss Adams LLP January 1998 - January 2004
Skills
Accounting, Financial Analysis, Microsoft Excel, Outlook, Microsoft Word, Credit, Data Entry, QuickBooks, PowerPoint, Microsoft Office, Access, Finance, Customer Service, Auditing, Banking, Analysis, Financial Reporting, Account Reconciliation, Bank Reconciliation, Accounts Payable
Education
SRJC 2009 — 2011
A.S., Pharmacy Technician
Sonoma State University 2003 — 2005
B.S., Business/Accounting
Sonoma State University March 2014 - Present
Sonoma State University January 2006 - Present
SCME Mortgage Bankers January 2004 - January 2006
Moss Adams LLP January 1998 - January 2004
Skills
Accounting, Financial Analysis, Microsoft Excel, Outlook, Microsoft Word, Credit, Data Entry, QuickBooks, PowerPoint, Microsoft Office, Access, Finance, Customer Service, Auditing, Banking, Analysis, Financial Reporting, Account Reconciliation, Bank Reconciliation, Accounts Payable
Education
SRJC 2009 — 2011
A.S., Pharmacy Technician
Sonoma State University 2003 — 2005
B.S., Business/Accounting
Tatiana Marland Tatiana Marland's Moss Adams LLP Experience January 2005 - July 2007
Job Independent Accounting Professional
Industry Accounting
Experience
Moss Adams LLP January 2005 - July 2007
Skills
Accounting, Audit, Financial Reporting, Tax Returns
Education
The Master's College 2001 — 2004
BS, accounting, finance
Moss Adams LLP January 2005 - July 2007
Skills
Accounting, Audit, Financial Reporting, Tax Returns
Education
The Master's College 2001 — 2004
BS, accounting, finance
Logan Rosenberg Logan Rosenberg's Moss Adams LLP Experience January 2014 - August 2014
Job Global Running Marketing Specialist at Nike, Inc.
Industry Marketing and Advertising
Experience
Nike, Inc. August 2014 - Present
University of New Mexico January 2013 - Present
Moss Adams LLP January 2014 - August 2014
University of New Mexico January 2012 - December 2013
Nike June 2013 - August 2013
Groupon June 2012 - August 2012
Nike June 2011 - August 2011
University of North Carolina at Chapel Hill August 2009 - April 2011
Skills
Salesforce.com, Stata, MS Excel Pivot Tables, Microsoft Office, Data Analysis, Sports Marketing, Spanish, Sports, Communication, Public Speaking, Time Management, Focus Groups, Survey Methodology, Marketing, Strategy, Event Planning, Market Research, Marketing Communications, Team Leadership, Sales
Education
The University of New Mexico 2013 — 2014
Master's of Science in Sports Administration, Sports Marketing
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2013
Master's of Accountancy, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Business Administration - Consulting
Carmel High School 2005 — 2009
Nike, Inc. August 2014 - Present
University of New Mexico January 2013 - Present
Moss Adams LLP January 2014 - August 2014
University of New Mexico January 2012 - December 2013
Nike June 2013 - August 2013
Groupon June 2012 - August 2012
Nike June 2011 - August 2011
University of North Carolina at Chapel Hill August 2009 - April 2011
Skills
Salesforce.com, Stata, MS Excel Pivot Tables, Microsoft Office, Data Analysis, Sports Marketing, Spanish, Sports, Communication, Public Speaking, Time Management, Focus Groups, Survey Methodology, Marketing, Strategy, Event Planning, Market Research, Marketing Communications, Team Leadership, Sales
Education
The University of New Mexico 2013 — 2014
Master's of Science in Sports Administration, Sports Marketing
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2013
Master's of Accountancy, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Business Administration - Consulting
Carmel High School 2005 — 2009
Bradley Odegard Bradley Odegard's Moss Adams LLP Experience May 2013 - Present
Job Tax Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP May 2013 - Present
Bradley Odegard CPA 2010 - May 2013
Santa Fe Digital Media Inc. 2010 - 2013
The Peters Corporation September 1990 - May 2010
Ernst & Young November 1988 - August 1990
Arthur Andersen & Co May 1979 - October 1988
Skills
Financial Reporting, Tax, Real Estate, GAAP, Finance, Forensic Accounting, Accounting, CPA, Auditing, Corporate Tax, Financial Analysis, Tax Accounting, US GAAP, Internal Controls, Tax Research
Education
Stanford University Graduate School of Business 1996 — 1996
SEP, Executive Education
University of Arizona 1976 — 1979
BSBA, Accounting
Moss Adams LLP May 2013 - Present
Bradley Odegard CPA 2010 - May 2013
Santa Fe Digital Media Inc. 2010 - 2013
The Peters Corporation September 1990 - May 2010
Ernst & Young November 1988 - August 1990
Arthur Andersen & Co May 1979 - October 1988
Skills
Financial Reporting, Tax, Real Estate, GAAP, Finance, Forensic Accounting, Accounting, CPA, Auditing, Corporate Tax, Financial Analysis, Tax Accounting, US GAAP, Internal Controls, Tax Research
Education
Stanford University Graduate School of Business 1996 — 1996
SEP, Executive Education
University of Arizona 1976 — 1979
BSBA, Accounting
Dennis Rose's Moss Adams LLP Experience January 2015 - Present
Job
Industry Utilities
Experience
Moss Adams LLP January 2015 - Present
Texas State University January 2014 - Present
Austin Community College January 2007 - Present
Dephin Consulting Services March 2005 - Present
Skills
Emergency Management, Program Management, Business Continuity, Disaster Recovery, Government, Leadership Development, Public Speaking, Motivational Speaking, Research Projects, Business Case Design, Leadership Trainer, Organizational..., Wireless, Process Improvement, Telecommunications, Leadership, Strategic Planning, Business Ethics, Employee Training, Crisis Management, Crisis Communications, Business Planning, Market Research, Trend Analysis, Strategic Thinking, Business Communications, Time Management, Business Decision Making, Interpersonal Skill, Organization, Change Management, Project Planning, Start-ups, Team Leadership
Education
St. Edwards University 2001 — 2006
MBA, Management
Texas State University 1980 — 1985
BBA, Finance
Moss Adams LLP January 2015 - Present
Texas State University January 2014 - Present
Austin Community College January 2007 - Present
Dephin Consulting Services March 2005 - Present
Skills
Emergency Management, Program Management, Business Continuity, Disaster Recovery, Government, Leadership Development, Public Speaking, Motivational Speaking, Research Projects, Business Case Design, Leadership Trainer, Organizational..., Wireless, Process Improvement, Telecommunications, Leadership, Strategic Planning, Business Ethics, Employee Training, Crisis Management, Crisis Communications, Business Planning, Market Research, Trend Analysis, Strategic Thinking, Business Communications, Time Management, Business Decision Making, Interpersonal Skill, Organization, Change Management, Project Planning, Start-ups, Team Leadership
Education
St. Edwards University 2001 — 2006
MBA, Management
Texas State University 1980 — 1985
BBA, Finance
VT Thattai's Moss Adams LLP Experience January 2006 - Present
Job Senior Applications Developer
Industry Computer Software
Experience
Moss Adams LLP January 2006 - Present
Milliman Care Guidelines September 2003 - December 2005
Leszynski Group Inc. March 2000 - March 2001
Logos Computer Solutions March 1998 - March 2000
Lumedx.com (formerly Seattle Systems Inc.) March 1997 - March 1998
Skills
Databases, Microsoft SQL Server, Web Services, VBScript, VB.NET, ASP.NET, JavaScript, Visual Basic, Windows, Web Applications, SQL, ASP.NET MVC, Microsoft CRM, SSRS, SharePoint, jQuery, C#, Elite, XML, XSLT
Education
Scrum Alliance 2008 — 2008
certificate, SCRUM Master
ITIL v3 Foundations 2007 — 2007
ITIL v3 Foundations
Photographic Center Northwest 2007 — 2007
Digital Photography
ASPE Tech 2006 — 2006
Training, Use Cases - Business Analysis
Metastorm Training 2006 — 2006
Training, Metastorm E-Work Workflows
University of Washington 2004 — 2005
Certificate, Project Management in the Technology Sector
MCP - SQL Server 6.5 1999 — 2000
MCP, SQL Server 6.5
Texas Tech University 1995 — 1996
MS, Computer Science
University of Madras 1990 — 1994
BE, Electronics and Communications Engineering
Moss Adams LLP January 2006 - Present
Milliman Care Guidelines September 2003 - December 2005
Leszynski Group Inc. March 2000 - March 2001
Logos Computer Solutions March 1998 - March 2000
Lumedx.com (formerly Seattle Systems Inc.) March 1997 - March 1998
Skills
Databases, Microsoft SQL Server, Web Services, VBScript, VB.NET, ASP.NET, JavaScript, Visual Basic, Windows, Web Applications, SQL, ASP.NET MVC, Microsoft CRM, SSRS, SharePoint, jQuery, C#, Elite, XML, XSLT
Education
Scrum Alliance 2008 — 2008
certificate, SCRUM Master
ITIL v3 Foundations 2007 — 2007
ITIL v3 Foundations
Photographic Center Northwest 2007 — 2007
Digital Photography
ASPE Tech 2006 — 2006
Training, Use Cases - Business Analysis
Metastorm Training 2006 — 2006
Training, Metastorm E-Work Workflows
University of Washington 2004 — 2005
Certificate, Project Management in the Technology Sector
MCP - SQL Server 6.5 1999 — 2000
MCP, SQL Server 6.5
Texas Tech University 1995 — 1996
MS, Computer Science
University of Madras 1990 — 1994
BE, Electronics and Communications Engineering
Lisa Itzen's Moss Adams LLP Experience January 2004 - December 2009
Job Owner, Itzen Consulting & Accounting, LLC
Industry Accounting
Experience
Itzen Consulting & Accounting, LLC June 2013 - Present
Health Future LLC March 2010 - June 2013
Moss Adams LLP January 2004 - December 2009
Skills
US GAAP, Internal Controls, CPA, GAAP, Financial Reporting, Financial Accounting
Education
Sonoma State University 1999 — 2003
Bachelor of Science (BS), Financial Management
Itzen Consulting & Accounting, LLC June 2013 - Present
Health Future LLC March 2010 - June 2013
Moss Adams LLP January 2004 - December 2009
Skills
US GAAP, Internal Controls, CPA, GAAP, Financial Reporting, Financial Accounting
Education
Sonoma State University 1999 — 2003
Bachelor of Science (BS), Financial Management
Jay Lyman's Moss Adams LLP Experience January 2008 - June 2008
Job Librarian at Seattle Public Library
Industry Libraries
Experience
Seattle Public Library April 2012 - Present
Seattle Public Library February 2010 - April 2012
Seattle Public Library July 2008 - February 2010
Moss Adams LLP January 2008 - June 2008
Seattle Public Library February 2006 - August 2007
Amazon.com 2001 - 2002
Amazon.com 2001 - 2001
Amazon.com 2000 - 2001
Amazon.com 1998 - 2000
Borders Books, Music, and Café 1997 - 1998
Skills
Market Research, Business Information, Virtual Reference, Library Instruction, Collection Development, Library Science, Public Libraries, Libraries, Cataloging, Library, Library 2.0, Information Literacy, Information Retrieval, Reader's Advisory, Library Management, Library Reference
Education
University of Washington 2003 — 2007
Masters, Library and Information Science
The Evergreen State College 1994 — 1996
Bachelor of Arts, Humanities and Social Sciences with an ESL teaching certificate
Seattle Public Library April 2012 - Present
Seattle Public Library February 2010 - April 2012
Seattle Public Library July 2008 - February 2010
Moss Adams LLP January 2008 - June 2008
Seattle Public Library February 2006 - August 2007
Amazon.com 2001 - 2002
Amazon.com 2001 - 2001
Amazon.com 2000 - 2001
Amazon.com 1998 - 2000
Borders Books, Music, and Café 1997 - 1998
Skills
Market Research, Business Information, Virtual Reference, Library Instruction, Collection Development, Library Science, Public Libraries, Libraries, Cataloging, Library, Library 2.0, Information Literacy, Information Retrieval, Reader's Advisory, Library Management, Library Reference
Education
University of Washington 2003 — 2007
Masters, Library and Information Science
The Evergreen State College 1994 — 1996
Bachelor of Arts, Humanities and Social Sciences with an ESL teaching certificate
Wendy O'Connor's Moss Adams LLP Experience July 2010 - Present
Job Group Marketing Manager at Moss Adams LLP
Industry Marketing and Advertising
Experience
Moss Adams LLP July 2010 - Present
Ameriprise November 2006 - March 2009
Land Rover North America 2003 - 2006
Ford Motor Company - Lincoln Mercury 2001 - 2003
Nissan Motor Acceptance Corp. May 1995 - November 2000
Skills
Marketing Communications, Marketing, Market Research, Marketing Strategy, Consumer Marketing, Sales, Advertising, CRM, Strategic Planning, Cross-functional Team..., Business Strategy, Business Development, Product Marketing, Strategy, Leadership, Event Planning, Segmentation, Product Development, Market Analysis, Program Management, New Business Development, Product Management, Management, Market Planning, Coaching, Event Management, Business Planning, Public Relations, Marketing Research, Project Management, Marketing Management
Education
Texas A&M University
B.B.A., Marketing
Moss Adams LLP July 2010 - Present
Ameriprise November 2006 - March 2009
Land Rover North America 2003 - 2006
Ford Motor Company - Lincoln Mercury 2001 - 2003
Nissan Motor Acceptance Corp. May 1995 - November 2000
Skills
Marketing Communications, Marketing, Market Research, Marketing Strategy, Consumer Marketing, Sales, Advertising, CRM, Strategic Planning, Cross-functional Team..., Business Strategy, Business Development, Product Marketing, Strategy, Leadership, Event Planning, Segmentation, Product Development, Market Analysis, Program Management, New Business Development, Product Management, Management, Market Planning, Coaching, Event Management, Business Planning, Public Relations, Marketing Research, Project Management, Marketing Management
Education
Texas A&M University
B.B.A., Marketing
Robert Sinclair's Moss Adams LLP Experience Director, Applications DevelopmentZAAZJuly 2000 - April 2001
Job Dir, Applications Development & Data Management at Moss Adams LLP
Industry Information Technology and Services
Experience
Moss Adams LLP Director, Applications DevelopmentZAAZJuly 2000 - April 2001
Highland Technology Corporation August 1995 - March 2000
MetLife Capital May 1993 - July 1995
Deloitte & Touche May 1987 - May 1993
Honeywell Europe S.A. 1980 - 1989
Skills
Microsoft SQL Server, SharePoint, SDLC, IT Strategy, Process Improvement, Project Management, Business Intelligence, Vendor Management
Education
The University of Glasgow 1973 — 1976
BSc, Mathematics, Computer Science, Geology
Moss Adams LLP Director, Applications DevelopmentZAAZJuly 2000 - April 2001
Highland Technology Corporation August 1995 - March 2000
MetLife Capital May 1993 - July 1995
Deloitte & Touche May 1987 - May 1993
Honeywell Europe S.A. 1980 - 1989
Skills
Microsoft SQL Server, SharePoint, SDLC, IT Strategy, Process Improvement, Project Management, Business Intelligence, Vendor Management
Education
The University of Glasgow 1973 — 1976
BSc, Mathematics, Computer Science, Geology
Catherine Arnes's Moss Adams LLP Experience March 2005 - Present
Job Executive Assistant / Office Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP March 2005 - Present
Boly:Welch Staffing Services January 2004 - January 2005
EVP/Operations Cirrus Design Corp January 2002 - January 2004
Enbridge/Lakehead Pipe Line Company September 2000 - August 2001
Borders Perrin & Norrander December 1983 - April 1995
Skills
Project Management, Budgets, Accounting, Microsoft Excel, Visio, Microsoft Word, Microsoft Office, Process Improvement, PowerPoint, Management, Internal Audit, Outlook, Team Leadership, Auditing
Education
The College of St. Scholastica 2001 — 2004
BA, Management
Moss Adams LLP March 2005 - Present
Boly:Welch Staffing Services January 2004 - January 2005
EVP/Operations Cirrus Design Corp January 2002 - January 2004
Enbridge/Lakehead Pipe Line Company September 2000 - August 2001
Borders Perrin & Norrander December 1983 - April 1995
Skills
Project Management, Budgets, Accounting, Microsoft Excel, Visio, Microsoft Word, Microsoft Office, Process Improvement, PowerPoint, Management, Internal Audit, Outlook, Team Leadership, Auditing
Education
The College of St. Scholastica 2001 — 2004
BA, Management
Shane Gentry's Moss Adams LLP Experience January 2000 - November 2010
Job Owner at GENTRY CPA LLC
Industry Accounting
Experience
GENTRY CPA LLC November 2010 - Present
Moss Adams LLP January 2000 - November 2010
Education
The College of Idaho 1993 — 1997
The College of Idaho 1993 — 1997
The College of Idaho 1993 — 1997
GENTRY CPA LLC November 2010 - Present
Moss Adams LLP January 2000 - November 2010
Education
The College of Idaho 1993 — 1997
The College of Idaho 1993 — 1997
The College of Idaho 1993 — 1997
Shannon (Barker) Pakes, CPA's Moss Adams LLP Experience 2003 - 2006
Job Finance Manager, Coppola Winery
Industry Wine and Spirits
Experience
Francis Ford Coppola Winery June 2014 - Present
Francis Ford Coppola Winery August 2013 - June 2014
Panamax 2007 - August 2013
Earle Baum Center of the Blind 2002 - January 2011
Moss Adams LLP 2003 - 2006
Pisenti & Brinker LLP 2002 - 2002
Education
Sonoma State University
Bachelor’s Degree, Business/Accounting
Francis Ford Coppola Winery June 2014 - Present
Francis Ford Coppola Winery August 2013 - June 2014
Panamax 2007 - August 2013
Earle Baum Center of the Blind 2002 - January 2011
Moss Adams LLP 2003 - 2006
Pisenti & Brinker LLP 2002 - 2002
Education
Sonoma State University
Bachelor’s Degree, Business/Accounting
Jeffrey Allen, CPA's Moss Adams LLP Experience January 2005 - April 2005
Job Tax Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young August 2007 - Present
Kosmatka Donnelly & Co, LLP January 2006 - July 2007
Moss Adams LLP January 2005 - April 2005
Skills
Tax, Corporate Tax, Accounting, Tax Accounting, Auditing, Tax Advisory, Internal Controls, Partnership Taxation, Income Tax, Tax Research, International Tax, CPA
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2005
BS, Accounting
Southern Oregon University 2000 — 2003
Accounting
Ernst & Young August 2007 - Present
Kosmatka Donnelly & Co, LLP January 2006 - July 2007
Moss Adams LLP January 2005 - April 2005
Skills
Tax, Corporate Tax, Accounting, Tax Accounting, Auditing, Tax Advisory, Internal Controls, Partnership Taxation, Income Tax, Tax Research, International Tax, CPA
Education
University of Oregon - Charles H. Lundquist College of Business 2003 — 2005
BS, Accounting
Southern Oregon University 2000 — 2003
Accounting
Tucker Fife's Moss Adams LLP Experience 1998 - 2004
Job V/P Controller at Touchmark Development
Industry Construction
Experience
Touchmark Development February 2007 - Present
Platt Electric Supply 2005 - 2007
Moss Adams LLP 1998 - 2004
Education
Southern Oregon University 1994 — 1998
BS, Accounting
Touchmark Development February 2007 - Present
Platt Electric Supply 2005 - 2007
Moss Adams LLP 1998 - 2004
Education
Southern Oregon University 1994 — 1998
BS, Accounting
Fatima Sediqzad's Moss Adams LLP Experience 2012 - Present
Job Business Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP 2012 - Present
Watco 2011 - 2011
KPMG 2008 - 2011
University National Bank August 2005 - August 2007
Skills
Auditing, US GAAP, Financial Accounting, GAAP
Education
University of Kansas - Graduate School of Business 2007 — 2008
Master's degree, Accounting
University of Kansas 2003 — 2007
Bachelor's degree, Accounting
Moss Adams LLP 2012 - Present
Watco 2011 - 2011
KPMG 2008 - 2011
University National Bank August 2005 - August 2007
Skills
Auditing, US GAAP, Financial Accounting, GAAP
Education
University of Kansas - Graduate School of Business 2007 — 2008
Master's degree, Accounting
University of Kansas 2003 — 2007
Bachelor's degree, Accounting
Kate Shelly's Moss Adams LLP Experience July 2008 - Present
Job Staff AccountantAudit at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2008 - Present
Burke Williams June 2005 - May 2006
Education
Sonoma State University 2007 — 2008
Moss Adams LLP July 2008 - Present
Burke Williams June 2005 - May 2006
Education
Sonoma State University 2007 — 2008
Jim LoPresti's Moss Adams LLP Experience March 2012 - Present
Job Business Development Executive at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP March 2012 - Present
alliantgroup LP 2005 - March 2012
Arthur Andersen 1997 - 2002
Price Waterhouse LLP 1992 - 1997
Imperial Bank 1987 - 1992
IBM 1972 - 1980
Skills
Mergers, Due Diligence, Accounting, Financial Reporting, Strategic Planning, IPO, Management Consulting, Business Strategy, Start-ups, Business Planning, Business Development, Tax Advisory, Mergers & Acquisitions, Executive Management, Finance, Leadership, Strategy, Corporate Finance, Risk Management, Process Improvement, New Business Development, Entrepreneurship, Venture Capital, Private Equity, Forecasting, CPA, Tax, Auditing, Restructuring, Financial Analysis, Strategic Financial..., Consulting, Valuation, International Tax, Banking, Financial Services, Asset Management, Investments, Business Valuation, Corporate Governance, Business Process..., M&A experience, Financial Planning
Education
The Ohio State University Fisher College of Business 1968 — 1969
MBA, Business Administration
The Ohio State University 1964 — 1968
Bachelor of Science, Marketing
Moss Adams LLP March 2012 - Present
alliantgroup LP 2005 - March 2012
Arthur Andersen 1997 - 2002
Price Waterhouse LLP 1992 - 1997
Imperial Bank 1987 - 1992
IBM 1972 - 1980
Skills
Mergers, Due Diligence, Accounting, Financial Reporting, Strategic Planning, IPO, Management Consulting, Business Strategy, Start-ups, Business Planning, Business Development, Tax Advisory, Mergers & Acquisitions, Executive Management, Finance, Leadership, Strategy, Corporate Finance, Risk Management, Process Improvement, New Business Development, Entrepreneurship, Venture Capital, Private Equity, Forecasting, CPA, Tax, Auditing, Restructuring, Financial Analysis, Strategic Financial..., Consulting, Valuation, International Tax, Banking, Financial Services, Asset Management, Investments, Business Valuation, Corporate Governance, Business Process..., M&A experience, Financial Planning
Education
The Ohio State University Fisher College of Business 1968 — 1969
MBA, Business Administration
The Ohio State University 1964 — 1968
Bachelor of Science, Marketing
Randall Chadwick's Moss Adams LLP Experience 2006 - 2007
Job General Ledger Accounting & Learning Housing Options for Homeless
Industry Mental Health Care
Experience
Whatcom Counseling and Psychiatric Clinic March 2011 - Present
Center For Spiritual Living November 2010 - March 2011
Interfaith Community Health Center October 2007 - October 2010
Moss Adams LLP 2006 - 2007
Asian Association of Utah August 2004 - January 2006
XL Cable Construction April 2004 - July 2004
West Bountiful City Corp. May 2001 - May 2003
Clinton City Corp. July 1994 - May 2001
Bountiful City, Inc. April 1992 - August 1993
Softcopy, Inc. April 1987 - September 1990
Education
Weber State University 1990 — 1993
BS, Accounting
Utah Valley State College 1982 — 1990
Associates of Science in Accounting, Accounting
Southern Utah University
MPAcc, Accounting
Whatcom Counseling and Psychiatric Clinic March 2011 - Present
Center For Spiritual Living November 2010 - March 2011
Interfaith Community Health Center October 2007 - October 2010
Moss Adams LLP 2006 - 2007
Asian Association of Utah August 2004 - January 2006
XL Cable Construction April 2004 - July 2004
West Bountiful City Corp. May 2001 - May 2003
Clinton City Corp. July 1994 - May 2001
Bountiful City, Inc. April 1992 - August 1993
Softcopy, Inc. April 1987 - September 1990
Education
Weber State University 1990 — 1993
BS, Accounting
Utah Valley State College 1982 — 1990
Associates of Science in Accounting, Accounting
Southern Utah University
MPAcc, Accounting
Candy Morrison's Moss Adams LLP Experience January 2007 - April 2007
Job FINANCE DIRECTOR
Industry Accounting
Experience
City of Phoenix, OR February 2009 - Present
Isler Medford, LLC May 2008 - November 2008
MICHAEL L. PIELS CPAS, LLP May 2007 - May 2008
Moss Adams LLP January 2007 - April 2007
Lithia Motors April 2006 - January 2007
Education
Southern Oregon University 2005 — 2007
B.S., ACCOUNTING
City of Phoenix, OR February 2009 - Present
Isler Medford, LLC May 2008 - November 2008
MICHAEL L. PIELS CPAS, LLP May 2007 - May 2008
Moss Adams LLP January 2007 - April 2007
Lithia Motors April 2006 - January 2007
Education
Southern Oregon University 2005 — 2007
B.S., ACCOUNTING
Chrys Wittenfeld's Moss Adams LLP Experience January 2013 - Present
Job Regional Operations Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Moss Adams LLP January 2006 - Present
Halliburton 2003 - 2005
Emerald Downs 1999 - 2002
Skills
Financial Reporting, Accounting, Strategic Planning, Management, Leadership, Project Management, Financial Analysis, Financial Accounting, Cross-functional Team..., Policy Development, Performance Management, Operations Management, Facilities Management
Education
The Evergreen State College 1993 — 1997
BA / BS, Molecular Bio / Chem / Development of Early Western Culture
American University of Paris 1994 — 1995
Architecture, Semester Abroad
Moss Adams LLP January 2013 - Present
Moss Adams LLP January 2006 - Present
Halliburton 2003 - 2005
Emerald Downs 1999 - 2002
Skills
Financial Reporting, Accounting, Strategic Planning, Management, Leadership, Project Management, Financial Analysis, Financial Accounting, Cross-functional Team..., Policy Development, Performance Management, Operations Management, Facilities Management
Education
The Evergreen State College 1993 — 1997
BA / BS, Molecular Bio / Chem / Development of Early Western Culture
American University of Paris 1994 — 1995
Architecture, Semester Abroad
Amy Su's Moss Adams LLP Experience July 2012 - Present
Job Business Risk Management and Control Solutions Associate at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2012 - Present
Moss Adams LLP July 2011 - August 2011
Pacific Alliance Bank June 2010 - May 2011
Skills
Auditing, Internal Audit, Internal Controls, Mandarin, Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Bookkeeping, Research, SAP ERP, Sarbanes-Oxley Act
Education
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science (B.S.), International Business and Consulting
The Chinese University of Hong Kong 2011 — 2011
International Exchange Program, International Business
Fairmonth Preparatory Academy 2004 — 2008
High School
Moss Adams LLP July 2012 - Present
Moss Adams LLP July 2011 - August 2011
Pacific Alliance Bank June 2010 - May 2011
Skills
Auditing, Internal Audit, Internal Controls, Mandarin, Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Bookkeeping, Research, SAP ERP, Sarbanes-Oxley Act
Education
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science (B.S.), International Business and Consulting
The Chinese University of Hong Kong 2011 — 2011
International Exchange Program, International Business
Fairmonth Preparatory Academy 2004 — 2008
High School
Shirley Bond's Moss Adams LLP Experience February 2002 - Present
Job Administrative Assistant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP February 2002 - Present
Skills
Data Entry, Outlook, Microsoft Excel, Microsoft Word, Billing Systems, PowerPoint, Facilities Management, Administrative..., Bookkeeping, Customer Service, Organization, QuickBooks, VoIP
Education
South Mountain Community College 1993 — 1994
Moss Adams LLP February 2002 - Present
Skills
Data Entry, Outlook, Microsoft Excel, Microsoft Word, Billing Systems, PowerPoint, Facilities Management, Administrative..., Bookkeeping, Customer Service, Organization, QuickBooks, VoIP
Education
South Mountain Community College 1993 — 1994
Catherine Stowers's Moss Adams LLP Experience January 1988 - January 2000
Job HR Generalist at RSM McGladrey
Industry Accounting
Experience
McGladrey January 2000 - Present
RSM McGladrey, Inc January 2000 - Present
Moss Adams, LLP January 1988 - January 2000
Skills
Payroll, HRIS, Billing, Accounts Payable, Onboarding, Payroll Processing, Accounts Receivable, HR Policies, PeopleSoft, Excel, Word, Workers Compensation, Outlook, Administrative Support, New Hire Orientation, Applicant Tracking..., Invoicing, Accounting, Administrative..., New Hire Orientations, Tax, Auditing, Performance Management
Education
Spokane Falls Community College
McGladrey January 2000 - Present
RSM McGladrey, Inc January 2000 - Present
Moss Adams, LLP January 1988 - January 2000
Skills
Payroll, HRIS, Billing, Accounts Payable, Onboarding, Payroll Processing, Accounts Receivable, HR Policies, PeopleSoft, Excel, Word, Workers Compensation, Outlook, Administrative Support, New Hire Orientation, Applicant Tracking..., Invoicing, Accounting, Administrative..., New Hire Orientations, Tax, Auditing, Performance Management
Education
Spokane Falls Community College
Travis Vadnais, MAcc, CPA's Moss Adams LLP Experience August 2007 - September 2008
Job Manager of Assurance Services
Industry Accounting
Experience
James & Co. Business Advisors/CPAs September 2008 - Present
Moss Adams LLP August 2007 - September 2008
Atherton & Associates August 2006 - July 2007
Liberty Tax Service January 2006 - April 2006
Skills
GAAP, Accounting, Internal Controls, Auditing, Financial Accounting, Financial Reporting, SEC filings, CPA, Assurance, US GAAP, Income Tax, General Ledger, QuickBooks, Tax, Sarbanes-Oxley Act, Tax Preparation, Tax Accounting
Education
Southern Utah University 2005 — 2006
MAcc, Accounting
Southern Utah University 2000 — 2005
Bachelor of Science, Accounting
Layton High School 1997 — 2000
Layton High School
James & Co. Business Advisors/CPAs September 2008 - Present
Moss Adams LLP August 2007 - September 2008
Atherton & Associates August 2006 - July 2007
Liberty Tax Service January 2006 - April 2006
Skills
GAAP, Accounting, Internal Controls, Auditing, Financial Accounting, Financial Reporting, SEC filings, CPA, Assurance, US GAAP, Income Tax, General Ledger, QuickBooks, Tax, Sarbanes-Oxley Act, Tax Preparation, Tax Accounting
Education
Southern Utah University 2005 — 2006
MAcc, Accounting
Southern Utah University 2000 — 2005
Bachelor of Science, Accounting
Layton High School 1997 — 2000
Layton High School
Martha Leredu's Moss Adams LLP Experience 1986 - 2009
Job Resource Data Specialist
Industry Information Services
Experience
Senior Services June 2012 - Present
Seattle Symphony 2011 - Present
Senior Services December 2009 - May 2012
Bellevue College 2011 - 2012
Moss Adams LLP 1986 - 2009
Veterans Health Administration 1981 - 1986
Veterans Health Administration 1977 - 1981
Yale University School of Medicine, Medical Library 1976 - 1977
Skills
Document Management, Research, Databases, Nonprofits, Non-profits, SharePoint, Knowledge Management, Content Management, Budgets, Community Outreach, Management
Education
The Catholic University of America
MLS, Library & Information Science
The George Washington University
BA, Anthropology, Political Science
Stamford High School
Senior Services June 2012 - Present
Seattle Symphony 2011 - Present
Senior Services December 2009 - May 2012
Bellevue College 2011 - 2012
Moss Adams LLP 1986 - 2009
Veterans Health Administration 1981 - 1986
Veterans Health Administration 1977 - 1981
Yale University School of Medicine, Medical Library 1976 - 1977
Skills
Document Management, Research, Databases, Nonprofits, Non-profits, SharePoint, Knowledge Management, Content Management, Budgets, Community Outreach, Management
Education
The Catholic University of America
MLS, Library & Information Science
The George Washington University
BA, Anthropology, Political Science
Stamford High School
Leonid Tolkachev's Moss Adams LLP Experience January 2012 - Present
Job Business Assurance Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2012 - Present
Moss Adams LLP September 2011 - December 2011
Warinner, Gesinger & Associates February 2005 - September 2011
Skills
Assurance, Sarbanes-Oxley Act, Strategic Financial..., Due Diligence, Internal Controls, US GAAP, CPA, Financial Modeling, Financial Statements, Mergers & Acquisitions, GAAP, Financial Reporting, Accounting, Analysis, Microsoft Excel, Auditing, Income Tax, Revenue Recognition, Process Improvement, Risk Assessment, Financial Accounting, Budgets, Payroll Taxes, Data Analysis, Payroll, Account Reconciliation, Tax Accounting, Tax, Tax Research, General Ledger, Financial Analysis, Small Business, Corporate Tax
Education
University of Kansas - Graduate School of Business 2004 — 2005
MAIS, Accounting & Information Systems
The University of Kansas 1998 — 2004
B.S., Accounting
The University of Kansas 1998 — 2004
B.S, Business Administration
The University of Kansas 1998 — 2004
B.A., Mathematics
Moss Adams LLP January 2012 - Present
Moss Adams LLP September 2011 - December 2011
Warinner, Gesinger & Associates February 2005 - September 2011
Skills
Assurance, Sarbanes-Oxley Act, Strategic Financial..., Due Diligence, Internal Controls, US GAAP, CPA, Financial Modeling, Financial Statements, Mergers & Acquisitions, GAAP, Financial Reporting, Accounting, Analysis, Microsoft Excel, Auditing, Income Tax, Revenue Recognition, Process Improvement, Risk Assessment, Financial Accounting, Budgets, Payroll Taxes, Data Analysis, Payroll, Account Reconciliation, Tax Accounting, Tax, Tax Research, General Ledger, Financial Analysis, Small Business, Corporate Tax
Education
University of Kansas - Graduate School of Business 2004 — 2005
MAIS, Accounting & Information Systems
The University of Kansas 1998 — 2004
B.S., Accounting
The University of Kansas 1998 — 2004
B.S, Business Administration
The University of Kansas 1998 — 2004
B.A., Mathematics
Penni Kotsalis's Moss Adams LLP Experience February 1998 - Present
Job Administrative Assistant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP February 1998 - Present
Education
The University of British Columbia
Bachelor of Commerce
Moss Adams LLP February 1998 - Present
Education
The University of British Columbia
Bachelor of Commerce
Tana Atkinson's Moss Adams LLP Experience November 2001 - Present
Job Administrative Assistant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP November 2001 - Present
Associated Industries May 1996 - October 2001
Skills
QuickBooks, Auditing, Financial Reporting, Accounting, Financial Accounting
Education
Spokane Community College 1993 — 1995
B.A., Business Administration
Ritzville High School 1990 — 1993
Moss Adams LLP November 2001 - Present
Associated Industries May 1996 - October 2001
Skills
QuickBooks, Auditing, Financial Reporting, Accounting, Financial Accounting
Education
Spokane Community College 1993 — 1995
B.A., Business Administration
Ritzville High School 1990 — 1993
Karin Wesner's Moss Adams LLP Experience February 2000 - May 2003
Job Manager at Zainer Rinehart Clarke CPAs
Industry Accounting
Experience
Zainer Rinehart Clarke CPAs August 2015 - Present
Stephen Delahunty, CPA September 2012 - July 2015
Boerio, Clark & Asssociates CPAs, LLP December 2007 - September 2012
Moss Adams LLP February 2000 - May 2003
Skills
Income Tax, Tax, Corporate Tax, Tax Returns, Preparation, Tax Compliance, Non-profits, Small Business, LLC, Trusts, High Net Worth..., Accounting, Financial Planning, Compliance, Financial Reporting, Partnership Taxation, IRS, S Corporations, Federal Tax, Tax Audits, Tax Preparation, Auditing
Education
Sonoma State University 1996 — 2000
BS, Business Administration-Acctg
Zainer Rinehart Clarke CPAs August 2015 - Present
Stephen Delahunty, CPA September 2012 - July 2015
Boerio, Clark & Asssociates CPAs, LLP December 2007 - September 2012
Moss Adams LLP February 2000 - May 2003
Skills
Income Tax, Tax, Corporate Tax, Tax Returns, Preparation, Tax Compliance, Non-profits, Small Business, LLC, Trusts, High Net Worth..., Accounting, Financial Planning, Compliance, Financial Reporting, Partnership Taxation, IRS, S Corporations, Federal Tax, Tax Audits, Tax Preparation, Auditing
Education
Sonoma State University 1996 — 2000
BS, Business Administration-Acctg
Greg Van Hoesen, CPA's Moss Adams LLP Experience October 2004 - September 2006
Job CFO at DENY Designs
Industry Internet
Experience
DENY Designs July 2015 - Present
DENY Designs July 2014 - July 2015
HomeAdvisor March 2013 - July 2014
CP Medical March 2010 - March 2013
CP Medical September 2008 - February 2010
Jewell Attachments LLC September 2006 - August 2008
Moss Adams LLP October 2004 - September 2006
Growing Solutions, Inc. 2000 - 2003
Skills
CPA, ERP Implementations, Cost Accounting, US GAAP, SOX 404, Forecasting, Gross Profit Analysis, Process Improvement, GAAP, Design & Implementation..., Financial Accounting, Financial Statements, Internal Controls, Auditing, Financial Reporting, ERP, Sarbanes-Oxley, Accounting, Sarbanes-Oxley Act, SEC filings, Budgets, Variance Analysis, General Ledger, Financial Audits, Manufacturing
Education
University of Oregon 2003 — 2004
Post-Baccalaureate, Accounting
University of Kansas 1993 — 1998
Bachelor of Science (B.S.), Biology - Systematics and Ecology
DENY Designs July 2015 - Present
DENY Designs July 2014 - July 2015
HomeAdvisor March 2013 - July 2014
CP Medical March 2010 - March 2013
CP Medical September 2008 - February 2010
Jewell Attachments LLC September 2006 - August 2008
Moss Adams LLP October 2004 - September 2006
Growing Solutions, Inc. 2000 - 2003
Skills
CPA, ERP Implementations, Cost Accounting, US GAAP, SOX 404, Forecasting, Gross Profit Analysis, Process Improvement, GAAP, Design & Implementation..., Financial Accounting, Financial Statements, Internal Controls, Auditing, Financial Reporting, ERP, Sarbanes-Oxley, Accounting, Sarbanes-Oxley Act, SEC filings, Budgets, Variance Analysis, General Ledger, Financial Audits, Manufacturing
Education
University of Oregon 2003 — 2004
Post-Baccalaureate, Accounting
University of Kansas 1993 — 1998
Bachelor of Science (B.S.), Biology - Systematics and Ecology
Stephen McConnel's Moss Adams LLP Experience August 1977 - December 2001
Job Retired
Industry Accounting
Experience
Self August 2011 - Present
AICPA 2008 - 2012
AICPA 2008 - 2012
AICPA 2008 - 2012
Moss Adams LLP August 1977 - December 2001
Moss Adams LLP 1977 - 2001
Skills
Financial Analysis, Tax, Accounting, Budgets, Strategic Planning, Financial Reporting, Management Consulting, Mergers & Acquisitions, Finance, Management
Education
Stanford GSB 1963 — 1965
Master of Business Administration (MBA), Accounting/Transportation
Whitman College 1959 — 1963
BA, Economics
Self August 2011 - Present
AICPA 2008 - 2012
AICPA 2008 - 2012
AICPA 2008 - 2012
Moss Adams LLP August 1977 - December 2001
Moss Adams LLP 1977 - 2001
Skills
Financial Analysis, Tax, Accounting, Budgets, Strategic Planning, Financial Reporting, Management Consulting, Mergers & Acquisitions, Finance, Management
Education
Stanford GSB 1963 — 1965
Master of Business Administration (MBA), Accounting/Transportation
Whitman College 1959 — 1963
BA, Economics
Daniel Rickett's Moss Adams LLP Experience January 2015 - Present
Job Tax Accountant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP January 2015 - Present
PEAK Adventure Travel April 2012 - December 2014
Skills
Accounting, Tax, Auditing, Spreadsheets, Payroll, Financial Reporting, QuickBooks, Journal Entries, Customer Service
Education
Sonoma State University 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration with Accounting Concentration
Santa Rosa Junior College 2009 — 2011
Associate in Arts, Business Administration, Highest Honors
Moss Adams LLP January 2015 - Present
PEAK Adventure Travel April 2012 - December 2014
Skills
Accounting, Tax, Auditing, Spreadsheets, Payroll, Financial Reporting, QuickBooks, Journal Entries, Customer Service
Education
Sonoma State University 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration with Accounting Concentration
Santa Rosa Junior College 2009 — 2011
Associate in Arts, Business Administration, Highest Honors
Gini Gill's Moss Adams LLP Experience September 1992 - Present
Job Administrative Assistant at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP September 1992 - Present
The Coca-Cola Company April 1982 - June 1989
Skills
Microsoft Office
Education
Spokane Falls Community College 1986 — 1990
AS, General
Moss Adams LLP September 1992 - Present
The Coca-Cola Company April 1982 - June 1989
Skills
Microsoft Office
Education
Spokane Falls Community College 1986 — 1990
AS, General
Nicholas Otani's Moss Adams LLP Experience February 2011 - August 2014
Job Tax Accountant
Industry Accounting
Experience
Moss Adams LLP February 2011 - August 2014
PricewaterhouseCoopers April 2007 - July 2010
Skills
ProSystem fx Tax, GAAP, Corporate Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Tax, Tax Research, Accounting, Financial Accounting, US GAAP, Income Tax
Education
Sonoma State University
Business Administration, Accounting
Moss Adams LLP February 2011 - August 2014
PricewaterhouseCoopers April 2007 - July 2010
Skills
ProSystem fx Tax, GAAP, Corporate Tax, Tax Accounting, Tax Preparation, Partnership Taxation, Tax, Tax Research, Accounting, Financial Accounting, US GAAP, Income Tax
Education
Sonoma State University
Business Administration, Accounting
Jason Lauterbach's Moss Adams LLP Experience January 2013 - Present
Job Senior Tax Accountant at Moss Adams LLP Silicon Valley Office
Industry Accounting
Experience
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2012 - December 2012
Skills
Tax
Education
Sonoma State University 2007 — 2012
Bachelor of Science (B.S.), Business administration with concentrations in Accounting and Finance
Moss Adams LLP January 2013 - Present
Mohler, Nixon & Williams (combined with Moss Adams in 2013) November 2012 - December 2012
Skills
Tax
Education
Sonoma State University 2007 — 2012
Bachelor of Science (B.S.), Business administration with concentrations in Accounting and Finance
April Stith's Moss Adams LLP Experience July 2001 - Present
Job Tax Senior Manager at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2001 - Present
Darex Inc. December 1998 - June 2001
Lumberman's Inc June 1996 - December 1998
Skills
Tax Research, S Corporations, Partnership Taxation, Corporate Tax, Income Tax, CCH ProSystem fx, Tax, Tax Preparation, ProSystem fx Tax, CPA, Tax Returns, Gift Tax, Bookkeeping, Accounting, GAAP
Education
Golden Gate University 2006 — 2011
MS, Taxation
Southern Oregon University 1997 — 2001
BS, Accounting
Moss Adams LLP July 2001 - Present
Darex Inc. December 1998 - June 2001
Lumberman's Inc June 1996 - December 1998
Skills
Tax Research, S Corporations, Partnership Taxation, Corporate Tax, Income Tax, CCH ProSystem fx, Tax, Tax Preparation, ProSystem fx Tax, CPA, Tax Returns, Gift Tax, Bookkeeping, Accounting, GAAP
Education
Golden Gate University 2006 — 2011
MS, Taxation
Southern Oregon University 1997 — 2001
BS, Accounting
Julie Knight's Moss Adams LLP Experience August 2011 - September 2012
Job Senior Director Finance at ABQ Health Partners
Industry Accounting
Experience
ABQ Health Partners September 2012 - Present
Moss Adams LLP August 2011 - September 2012
Presbyterian Healthcare Services September 2009 - July 2011
Education
The University of New Mexico
Masters, Accounting
University of New Mexico
Bachelor, Accounting
ABQ Health Partners September 2012 - Present
Moss Adams LLP August 2011 - September 2012
Presbyterian Healthcare Services September 2009 - July 2011
Education
The University of New Mexico
Masters, Accounting
University of New Mexico
Bachelor, Accounting
Christopher Davis, CPA's Moss Adams LLP Experience March 2013 - January 2014
Job Senior Assurance Associate, CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen 2014 - Present
Moss Adams LLP March 2013 - January 2014
Levi Strauss & Co. February 2011 - March 2013
Clifton Gunderson LLP June 2008 - February 2011
Skills
Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Accounting, Variance Analysis, Financial Audits, Financial Statements, Tax, CPA, GAAP, US GAAP, Tax Preparation, General Ledger
Education
St. Cloud State University 2005 — 2008
BS, Accounting
CliftonLarsonAllen 2014 - Present
Moss Adams LLP March 2013 - January 2014
Levi Strauss & Co. February 2011 - March 2013
Clifton Gunderson LLP June 2008 - February 2011
Skills
Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Accounting, Variance Analysis, Financial Audits, Financial Statements, Tax, CPA, GAAP, US GAAP, Tax Preparation, General Ledger
Education
St. Cloud State University 2005 — 2008
BS, Accounting
Brian Cicerchi's Moss Adams LLP Experience January 1983 - October 1992
Job VP Finance at Wright Business Graphics
Industry Printing
Experience
Wright Business Graphics March 1993 - Present
Moss Adams LLP January 1983 - October 1992
Skills
Certified Public...
Education
Southern Oregon University 1980 — 1983
Bachelor's degree, Business Administration, Accounting
Wright Business Graphics March 1993 - Present
Moss Adams LLP January 1983 - October 1992
Skills
Certified Public...
Education
Southern Oregon University 1980 — 1983
Bachelor's degree, Business Administration, Accounting
Nick Grieco's Moss Adams LLP Experience 2010 - 2011
Job CPA at Swain & Grieco, LLC
Industry Accounting
Experience
Swain & Grieco, LLC 2011 - Present
Moss Adams LLP 2010 - 2011
Grant Thornton LLP 2009 - 2010
Skills
Tax, Internal Controls, Auditing, Accounting, CPA, Cost Accounting, GAAP, Internal Audit, Corporate Tax, Tax Accounting, US GAAP, Income Tax, Tax Preparation, Tax Research
Education
The University of New Mexico 2003 — 2008
Bachelor of Business Administration (BBA), Accounting
Swain & Grieco, LLC 2011 - Present
Moss Adams LLP 2010 - 2011
Grant Thornton LLP 2009 - 2010
Skills
Tax, Internal Controls, Auditing, Accounting, CPA, Cost Accounting, GAAP, Internal Audit, Corporate Tax, Tax Accounting, US GAAP, Income Tax, Tax Preparation, Tax Research
Education
The University of New Mexico 2003 — 2008
Bachelor of Business Administration (BBA), Accounting
Arthur Andersen
BDO USA, LLP
Arthur Andersen LLP
Arthur Andersen & Co.
BDO Seidman, LLP
Postlethwaite & Netterville
Arthur Anderson
BDO Seidman