PKF Texas
Located in: San Felipe PlazaAddress: 5847 San Felipe St Suite #2600, Houston, TX 77057 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (713) 860-1400: : Place name: : Website: Category: : : : Website: http://www.pkftexas.com/ Category: Tax preparation service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (3)
PKF Texas List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PKF Texas. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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PKF Texas Employees
PKF Texas June 1998 - Present
Cavett, Turner & Wyble, LLP September 1993 - May 1998
Skills
Auditing, Due Diligence, Employee Benefits, US GAAP, CPA, GAAP, External Audit, Accounting, Internal Controls, IFRS, Employee Benefit Plan..., Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis
Education
Lamar University 1989 — 1993
BBA, Accounting
PKF Texas January 2015 - Present
University of Houston August 2011 - Present
Aisha's Beauty Salon and Spa February 2009 - January 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Peachtree, Microsoft Publisher, Urdu, Customer Service, Sales, English, Hindi, Flow Charts, Microsoft Office, Microsoft Visio, Visio, Data Entry, Access, Financial Accounting, Outlook, Public Speaking, Teamwork, Time Management, Accounts Payable
Education
University of Houston
Professional Program In Accounting (P.P.A), Acounting
University of Houston 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, 3.67
Houston Community College 2012 — 2012
PKF Texas August 2014 - Present
The Byrne CPA Firm August 2011 - July 2014
Skills
Financial Reporting, Financial Statements, Bookkeeping, Payroll Taxes, QuickBooks, Peachtree, Great Plains Software, Microsoft Office, Consulting, Financial Accounting, Financial Analysis, Sales Tax, Accounting Applications, Accounting, Variance Analysis, US GAAP, Sarbanes-Oxley Act, Cash Flow, Small Business, Bank Reconciliation, Accruals, Revenue Recognition, Data Entry
Education
University of Mississippi 2014 — 2016
Professional Master of Business Administration (PMBA)
Mississippi State University 2005 — 2011
Bachelor's degree, Accounting
Mississippi State University 2005 — 2011
Bachelor's degree, Business Administration
Baylor University August 2014 - Present
PKF Texas January 2014 - August 2014
PKF Texas November 2011 - December 2013
Skills
Tax Preparation, Corporate Tax, Partnership Taxation, CPA, Tax Research, Tax Returns, US Tax, State Tax, GoSystems, Tax Accounting, Tax, Income Tax, GAAP, Financial Analysis, Financial Accounting, Accounting, Financial Reporting, Microsoft Office
Education
Baylor University 2014 — 2015
Master of Business Administration (MBA) Candidate
Baylor University - Hankamer School of Business 2010 — 2011
Master's degree, Taxation
Baylor University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Dahill June 2014 - Present
BKD CPAs & Advisors January 2014 - June 2014
PKF Texas June 2012 - January 2014
Gig em' Guys Landscaping January 2010 - June 2011
PwC February 2011 - April 2011
Skills
Tax Research, CPA, Corporate Tax, Tax, Income Tax, GAAP, Tax Preparation, International Tax, Accounting, Partnership Taxation, US GAAP, Financial Accounting, Tax Returns, Financial Statements, State Tax, Account Reconciliation, US Tax, Tax Accounting, Tax Advisory, Big 4, Sales Tax, GoSystems, Fixed Assets, S Corporations, Journal Entries, Accruals, People Skills
Education
Texas A&M University 2008 — 2012
Master's degree, Accounting
PKF Texas July 2002 - August 2013
Arthur Andersen & Co. May 2001 - May 2002
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
PKF Texas August 2015 - Present
Karlins, Ramey & Tompkins, LLC December 2013 - July 2015
Hereford, Lynch, Sellars & Kirkham, PC Certified Public Accountants May 2013 - September 2013
CFISD February 2013 - May 2013
The Men's Wearhouse, Inc June 2012 - February 2013
Southwestern Company 2009 - 2010
Skills
Accounting, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Customer Service, Financial Analysis, Inventory Management, Teamwork, Sales, Public Speaking, Social Media, Leadership, Research, Marketing, Financial Statement..., Auditing, Financial Accounting, Construction Accounting, US GAAP, Financial Reporting, Tax Research, Internal Controls, Variable Interest..., Mergers & Acquisitions, New Business Development, Small Business..., Account Reconciliation, Manufacturing..., Business Analysis, Team Building, Critical Thinking, Budgets, Business Impact Analysis, Day Trading, Investment Advisory, Root Cause Problem..., Sales Process, Social Media Marketing, Social Networking, Negotiation, Cold Calling, Talent Acquisition, Student Recruiting
Education
Sam Houston State University 2007 — 2012
Bachelor's Degree, Accounting
Lamar Consolidated High School 2003 — 2007
High School
PKF Texas January 2014 - Present
PKF Texas July 2011 - December 2013
PKF Texas June 2009 - June 2011
Skills
Tax Research, Tax, Accounting, CPA, QuickBooks, US GAAP, Internal Controls, SEC filings, Financial Reporting, Financial Accounting, Auditing, General Ledger, Partnership Taxation, Sarbanes-Oxley Act, SEC Filings
Education
Texas A&M University - Mays Business School 2004 — 2009
BBA & MS, Accounting
Tina Winograd Editing Freelance 2010 - Present
PKF Texas April 2007 - 2015
Redi Carpet January 2002 - April 2006
Locke Bryan Productions July 1996 - March 2000
Skills
PowerPoint, ADP Payroll, Payroll, Accounts Payable, Microsoft Excel, Microsoft Word, Human Resources, Access, QuickBooks, HRIS, Microsoft Office, Tax, Creative Writing, Fiction Writing, Editing
Education
Heritage Hills High School 1980 — 1995
Diploma cum laud, college prep
Indiana University Bloomington 1990 — 1994
BA, Telecommunications
Service Corporation International May 2015 - Present
Service Corporation International November 2011 - May 2015
PKF Texas March 2004 - October 2011
Enron May 2001 - March 2004
O'Malley & Associates, PC December 2001 - April 2002
Skills
Tax, Corporate Tax, Accounting, Tax Research, Tax Accounting, Account Reconciliation, International Tax, Accruals, Income Tax, SEC filings, State Tax, GAAP, Federal Taxation, FAS109, Teamwork, Go Systems RS, CorpTax, Fixed Assets, General Ledger
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
BBA, Accounting
Instituto Tecnológico Autónomo de México 1997 — 1999
Business Administration
Greengates School 1996 — 1997
High School, International Baccalaureate
Craighouse 1993 — 1996
Instituto Santa Brigida 1985 — 1993
Schreiner University June 2014 - Present
Padgett, Stratemann & Co., LLP May 2012 - June 2014
PKF Texas January 2012 - March 2012
Skills
Financial Reporting, GAAP, Accounting, Internal Controls, US GAAP, Auditing, External Audit, Financial Analysis, General Ledger, Microsoft Excel, GAAS, Bank Reconciliation, Caseware, Engagement, Client Communication, Auditing Investments, Analytics, Tax Research, SEC filings, Account Reconciliation, Sarbanes-Oxley, Financial Statements, Corporate Tax, QuickBooks, Financial Audits, Accounts Payable, Tax Accounting, Spreadsheets, Accounts Receivable
Education
Baylor University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
University of Houston August 2015 - Present
McGladrey December 2014 - Present
InfraGard National Members Alliance (INMA) February 2014 - Present
University of Houston October 2014 - Present
Houston Baptist University January 2014 - Present
Houston Society of CPAs June 2013 - Present
Houston Financial Forensics, LLC April 2013 - December 2014
Intstitute of Internal Auditors - Houston Chapter June 2011 - May 2013
PKF Texas November 2007 - April 2013
Titus February 2006 - November 2007
Skills
IT Audit, Sarbanes-Oxley Act, CPA, Internal Audit, Enterprise Risk..., Private Investigations, Financial Accounting, Due Diligence, ERP, Analysis, Process Improvement, Accounting, Leadership, Internal Controls, Litigation Support, SOX 404, Forensic Accounting, Risk Assessment, Certified Fraud Examiner, SEC filings, Auditing, Sarbanes-Oxley, Management, Mergers & Acquisitions, GAAP, US GAAP, Financial Reporting, Cash Flow, Managerial Finance, CISA, Financial Analysis, Business Valuation, Fraud, SEC Filings
Education
Baylor University - Hankamer School of Business 1974 — 1978
BBA, Accounting
Baylor University 1974 — 1978
BBA, Accounting
Houston Baptist University - College of Business and Economics 1985 — 1987
MBA, Executive
Panhandle High School
Mary Kay Inc. October 2013 - Present
PKF Texas October 2011 - October 2013
PKF Texas January 2010 - March 2010
Skills
GAAP, Accounting, Auditing, SEC filings, Internal Controls, Financial Statements, Financial Reporting, Microsoft Excel, Financial Accounting, Tax, US GAAP, External Audit, Sarbanes-Oxley Act, Tax Research, Financial Analysis, SEC Filings, Microsoft Office
Education
Baylor University 2010 — 2010
MAcc, Accounting
Baylor University 2006 — 2010
BBA, Accounting
Oak Mountain High School 2002 — 2006
Child Advocates, Inc. 2005 - Present
Sterling Chemicals 1993 - 2000
PKF Texas 1989 - 1993
Deloitte & Touche 1985 - 1989
Skills
Nonprofit Financial..., Financial Analysis, Operations Management, Cash Management, Budgeting, Endowment/Investment..., Grant Compliance, Efficiency Improvements, Raiser's Edge/Financial..., Process Improvement, Finance, Policy, Analysis, Auditing, Financial Reporting, Management, Budgets, Performance Improvement, Nonprofits, Cash Flow, Accounts Payable, Accounts Receivable, Tax, Human Resources, Payroll, Grants, General Ledger, Customer Service
Education
University of Notre Dame 1984 — 1985
MBA
The University of Texas at Austin 1980 — 1984
BBA
Reinecker & Associates, P.C. April 2014 - Present
PKF Texas August 2010 - March 2014
Alert Logic, Inc. February 2008 - July 2010
Providence Service Corporation May 2003 - February 2008
Utex Industries Inc. June 2002 - May 2003
Stanton Mineral Development, Inc. December 2000 - June 2002
McFarland, Grossman & Co. July 1999 - December 2000
Hermann Eye Center September 1994 - July 1997
Ernst & Young September 1991 - September 1994
Skills
Financial Reporting, Mergers & Acquisitions, Accounting, Finance, Financial Modeling, Financial Statements, Management, Due Diligence, Budgets, Start-ups, Forecasting, Strategic Planning, Leadership, Valuation, SEC Filings, Profit Maximization, Non-profit...
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1991
MBA, Finance/Accounting
The University of Texas at Austin - Red McCombs School of Business 1985 — 1989
BBA, Finance
Strake Jesuit 1981 — 1985
Par Petroleum Corporation June 2014 - Present
PKF Texas December 2011 - June 2014
Gainer Donnelly LLP 2010 - November 2011
Quantum Partners January 2010 - October 2010
LECG August 2008 - September 2009
Aon Consulting April 2006 - July 2008
Enron December 2001 - March 2006
Enron December 1998 - November 2001
Sulzer August 1996 - December 1998
Occidental Petroleum Corporation September 1993 - July 1996
Skills
Forensic Accounting, Business Process..., Mergers & Acquisitions, Internal Audit, CPA, Certified Fraud Examiner, Litigation Support, Internal Controls, Due Diligence, Expert Witness, Access, Excel, IDEA, Certified Global..., Solomon Reporting, Monarch
Education
University of St. Thomas (TX) 1991 — 1993
MBA, International Business
Texas State University-San Marcos 1984 — 1987
BA, Finance
PKF Texas July 2015 - Present
PKF Texas January 2015 - July 2015
RSH Energy LLC June 2014 - November 2014
Houston Community College July 2011 - June 2014
PKF Texas January 2014 - March 2014
Chung's Gourmet Foods January 2013 - December 2013
Neighborhood Centers Inc. January 2012 - April 2013
Skills
Microsoft Word, Access, Microsoft Excel, PowerPoint, Accounting, Microsoft Office, QuickBooks, Time Management, Public Speaking, Financial Reporting, Windows, Social Media Marketing, Higher Education, HTML, Non-profits, Staff Development, Teaching, Research, Penta, Bank Reconciliation, Client Billing
Education
University of Houston 2011 — 2013
Bachelors, Accounting, Cumulative GPA:3.46, Accounting GPA: 3.52
Houston Community College 2008 — 2011
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Tarakanita High School 2004 — 2007
Dell June 2013 - Present
Thomson Reuters March 2012 - June 2013
PwC January 2000 - March 2012
Ken Wood and Associates PC December 1998 - December 1999
PKF Texas 1997 - 1998
BSG June 1996 - June 1997
Skills
Process Improvement, Tax, Management, Accounting, Project Management, Corporate Tax, PowerPoint, Microsoft Excel, Tax Accounting, Financial Reporting, Financial Analysis, Longview, Cross-functional Team..., Auditing, Six Sigma, Analysis, PMP, Visio, Tax Technology, Six Sigma Green Belt, ONESOURCE TAX PROVISION, CORPTAX SOFTWARE
Education
Sam Houston State University 1992 — 1996
BBA, ACCOUNTING
PKF Texas February 2014 - Present
PKF Texas February 2013 - April 2013
Skills
Partnership Taxation, Microsoft Excel
Education
Baylor University - Hankamer School of Business 2012 — 2013
Master of Taxation, Taxation, Alumni
Baylor University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Alumni
Navarro HS
Navarro HS
PwC July 2015 - Present
PKF Texas October 2014 - June 2015
PKF Texas January 2014 - March 2014
Mattson Financial Services August 2011 - January 2014
Trinity Industries June 2011 - August 2011
Belfor Restoration July 2010 - August 2010
Skills
Access, Microsoft Office, Microsoft Excel, Financial Analysis, QuickBooks, Accounts Payable, Microsoft Word, Accounting, Social Media, PowerPoint, Auditing, Financial Accounting, Visio, Accounts Receivable, Financial Reporting
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Baylor University - Hankamer School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
PKF Texas January 2015 - Present
Education
Texas Woman's University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting and Business/Management
University of Houston, C.T. Bauer College of Business 2010 — 2012
Bachelor's Degree, Accounting
PKF Texas July 2014 - Present
PKF Texas July 2011 - Present
PKF Texas September 2006 - June 2011
Skills
Financial Reporting, SEC filings, GAAP, CPA, External Audit, Account Reconciliation, Internal Controls, US GAAP, Sarbanes-Oxley Act, Sarbanes-Oxley, Corporate Tax, Tax Research, SEC Filings, Accounting, Auditing, Financial Accounting, Financial Analysis
Education
Texas A&M University 2003 — 2006
Texas A&M University - Mays Business School 2003 — 2006
MS, Accounting
PKF Texas 2004 - Present
McGladrey & Pullen 1998 - 2004
Letourneu & Cleland, Ltd. 1997 - 1998
Boeke and Associates, CPA's 1991 - 1997
Skills
Accounting, CPA, GAAP, US Tax, Auditing, Financial Statements, Start-ups, SEC filings, Entrepreneurship, Small Business, QuickBooks, Mergers & Acquisitions, Tax, Management, US GAAP, Corporate Tax, Tax Research, Partnership Taxation
Education
St. Ambrose University 1988 — 1991
BA, Accounting
BDO USA, LLP February 2015 - Present
PKF Texas January 2012 - October 2014
Barnard Vogler & Co. March 2007 - January 2012
Mike Gunning, CPA 2005 - 2006
STOUGHTON DAVIDSON, CPAS February 2005 - July 2005
Macias Gini & O'Connell LLP (MGO) September 2004 - January 2005
San Joaquin Valley College August 2003 - September 2004
WASHINGTON MUTUAL BANK January 1997 - January 2002
United States Senate 1997 - 1997
Skills
Skilled Communicator, Natural Leader, New Business Development, Leadership, Internal Controls, Management, Mentoring, Financial Audits, Business Process..., Emotional Intelligence, Leadership Development, Volunteering, People Skills, Career Counseling, Financial Reporting, Strategy, Auditing, Financial Statements, Finance
Education
California State University, Fresno 1995 — 2003
Bachelor of Science, Business Administration, Accounting
PKF Texas February 2014 - Present
Wendroff & Associates, CPA June 2013 - August 2013
Kappa Phi Gamma Sorority, Inc. August 2012 - May 2013
Relay for Life March 2010 - May 2013
Indian Subcontinent Student Association August 2011 - May 2012
Victorian Inn August 2011 - December 2011
Skills
Accounting, Financial Reporting, PowerPoint, Teamwork, Public Speaking, Microsoft Excel, Microsoft Word, QuickBooks, Photoshop, Fundraising, Microsoft Office, Nonprofits, Event Planning
Education
Baylor University - Hankamer School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
EY October 2014 - Present
EY October 2009 - September 2014
TPG Capital August 2008 - September 2009
PKF Texas May 2008 - August 2008
BNSF Railway May 2007 - August 2007
Skills
Accounting, Auditing, US GAAP, Assurance, CPA, Sarbanes-Oxley Act, SEC Financial Reporting, Property & Casualty..., External Audit, Statutory Accounting, SAP Accounting, IFRS, Financial Statements, SEC filings
Education
Texas Christian University 2008 — 2009
Masters of Accountancy, Accounting
Texas Christian University 2004 — 2008
Bachelors of Business Administration, Accounting, Summa Cum Laude
Texas Christian University 2004 — 2008
Bachelors of Business Administration, Business Information Systems, Summa Cum Laude
Avanade October 2013 - Present
Avanade March 2013 - Present
Avanade August 2011 - Present
PKF Texas November 2010 - August 2011
Idea November 2008 - November 2010
The Rand Group, LLC September 2005 - November 2008
Independent Software Consultant April 2001 - September 2005
VeriCenter March 2000 - April 2001
Cambridge Technology Partners May 1999 - March 2000
Skills
Microsoft CRM, Functional Design, Business Management, Requirements Analysis, Microsoft Dynamics, Business Analysis, Business Process, Business Process..., Business Process Design, Team Leadership
Education
Sam Houston State University
MBA, Management, Project Management
University of Houston
BS, Mathematics
Commercial Damage Analysis, LLC November 2007 - Present
PKF Texas February 2000 - November 2007
PriceWaterhouseCoopers January 1996 - February 2000
Skills
Litigation Support, Business Valuation, Intellectual Property, Dispute Resolution, Expert Witness, Forensic Accounting, Bankruptcy, Commercial Litigation, Joint Ventures, Fraud, Extensive Energy..., Oil and Gas Royalty..., Joint Venture Matters, Net Profit Agreements, Lost Profits, Trade Secret..., Business Interruptions, Insolvency Analysis, Fraudulent Conveyances, Royalty Licensing..., Financial Modeling, Accounting, Due Diligence, Valuation, Litigation, Trade Secrets
Education
Louisiana Tech University
Bachelor of Science (BS), Accounting and Finance
National Association of Certified Valuators and Analysts
Certified Valuations Analyst, Litigation & Valuation Services for the Legal Community
PKF Texas February 2014 - Present
Maxwell Locke & Ritter LLP February 2013 - August 2013
Brenco Marketing January 2012 - February 2013
Chick-fil-A July 2006 - August 2008
Skills
Microsoft Office, Accounting, Microsoft Excel, PowerPoint, Management, Tax
Education
Texas A&M University 2012 — 2013
MS, Accounting
Texas A&M University 2008 — 2011
BBA, Accounting
Grant Thornton LLP January 2015 - Present
PKF Texas July 2014 - January 2015
PKF Texas October 2011 - July 2014
Skills
Public Relations, Accounting, Social Media, Excel, Microsoft Excel, Financial Accounting, Marketing, CPA, Entrepreneurship, Auditing, Internal Controls, Microsoft Office, Strategic Planning, General Ledger
Education
Baylor University 2004 — 2009
BBA, Accounting & Marketing
Baylor University - Hankamer School of Business 2004 — 2009
BBA, Accounting
Spectrum Catering, Concessions and Special Events April 2010 - Present
PKF Texas June 2006 - April 2010
Wonder & Company CPA's P.C. 2004 - 2006
Skills
CPA, GAAP, Financial Reporting, Accounting, US GAAP, Auditing, Financial Accounting, General Ledger, Tax, External Audit, Corporate Tax, Financial Analysis, Budgets
Education
Texas A&M University 2000 — 2004
ACCT, Accounting
L.A. Champagne & Co. August 2015 - Present
Postlethwaite & Netterville August 2009 - August 2015
PKF Texas July 2007 - July 2009
RBM LLP July 2005 - June 2007
Smith Pugh & Seal, LLP June 2002 - June 2005
Skills
CPA, Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, Accounting, US GAAP, External Audit, Tax Accounting, GAAP, Auditing, Sarbanes-Oxley Act, Assurance, Sarbanes-Oxley, Corporate Tax, Financial Statements
Education
Louisiana Tech University 1998 — 2002
Bachelor of Science, Accounting
The Blast Bag Company June 2012 - Present
PKF Texas February 2011 - April 2011
Skills
Microsoft Excel, QuickBooks, Income Tax, Operations Management, Corporate Tax, Financial Accounting, Cost Accounting, Management Accounting, Microsoft Word, Budget Forecasts, Operating Budgets, Cash Flow Forecasting, Corporate Tax Planning, Microsoft Office, Customer Service, PowerPoint, Financial Analysis, Forecasting, Accounting, Tax
Education
Baylor University 2010 — 2011
Master of Taxation, 3.40
Baylor University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, 3.19
Sikich June 2013 - Present
PKF Texas March 2009 - June 2013
Cosentino North America June 2002 - February 2009
AquaSource Inc January 1999 - May 2002
White Petrov McHone 1987 - 1999
Education
Sam Houston State University 1984 — 1987
Busness Administration, Accounting
Atchley & Associates, LLP August 2015 - Present
Five Stone Tax Advisers February 2015 - August 2015
Wells Fargo July 2013 - January 2015
Joseph Combs, P.C. November 2009 - July 2013
Concordia University Texas January 2012 - December 2012
PKF Texas January 2007 - October 2009
Skills
Income Tax, Tax Preparation, Tax Research, Small Business, CPA, Accounting, Tax, Corporate Tax, QuickBooks, Partnership Taxation, Financial Accounting, Tax Accounting
Education
Texas A&M University 2002 — 2006
BBA, Accounting
Texas A&M University - Mays Business School 2002 — 2006
MS, Accounting
Aycock & Company, PC June 2014 - Present
Academy Sports + Outdoors August 2013 - May 2014
PKF Texas June 2006 - July 2013
PKF Texas June 2006 - July 2008
Skills
Income Tax, International Tax, Tax Research, US Tax, CPA, Tax, GAAP, Corporate Tax, Tax Advisory
Education
Texas A&M University 2001 — 2006
Masters of Science, Accounting
PKF Texas June 2014 - Present
Brenco Marketing April 2013 - October 2013
Maxwell Locke & Ritter LLP February 2013 - April 2013
Hill Country Bible Church May 2011 - August 2011
Skills
Adept problem-solver, Team Leadership, Microsoft Office, Building Relationships, Public Speaking, Strategic Planning, Mathematics, Tax, Financial Analysis, Customer Service, Tax Research
Education
Texas A&M University 2009 — 2014
Bachelor of Business Administration, Accounting, 3.53/4.0
General Motors January 2013 - Present
FestPop March 2014 - Present
The University of Texas at Austin September 2012 - December 2012
Baylor University August 2007 - May 2012
EMI CMG May 2011 - July 2011
PKF Texas January 2011 - April 2011
Skills
Java, Web Applications, SQL, Programming, Struts2, Oracle Transportation..., Java web applications, Microsoft SQL Server, Project Planning, Java Applets, MS Project, Visual Studio, Phython, Visio, Struts, Selenium, JavaScript, CSS, XML, Oracle SQL Developer, Visual Basic, Weblogic, Ruby on Rails, SQL Server, Software System Analysis, Database Admin, JSP development, Database Management, Accounting, Software Project..., Auditing, Lawson, SQL Server 2005/2000
Education
Baylor University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
Baylor University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Management Information Systems
PKF Texas January 2012 - Present
PKF Texas 2005 - 2011
PKF Texas 1998 - 2005
Skills
Tax, Tax Advisory, Income Tax, Accounting, Tax Research, Professional Services, High Net Worth..., Strategic Financial..., Corporate Tax, International Tax, Tax Law, Partnership Taxation, US Tax, GAAP, Financial Accounting
Education
The University of Texas at Austin 1989 — 1993
Bachelor of Business Admistration, Accounting
Cox CPA Services, Inc. December 2009 - Present
Malone & Bailey January 2008 - November 2009
PKF Texas December 2006 - January 2008
Anneken & Moser October 1992 - December 2006
Anneken and Moser, PSC 1992 - 2006
Girardot, Strauch and Co. June 1989 - September 1992
Skills
QuickBooks, Auditing, Bookkeeping, US GAAP, Accounting, Internal Controls, CPA, GAAP, SEC filings, Payroll Taxes, Cash Flow, Start-ups, Small Business
Education
Indiana University Bloomington 1985 — 1989
Bachelors, Accounting
Concord High School 1981 — 1985
high school
Right Management May 2009 - Present
Right Management May 2009 - October 2011
PKF Texas January 2007 - February 2009
Pacific Pulmonary Services 2005 - 2006
Martin, Fletcher 2000 - 2005
Skills
Process Improvement, Talent Management, Management, Recruiting, Change Management, Onboarding, Strategic Planning, Human Resources, Project Management, Talent Acquisition, Leadership, Account Management, Customer Service, Team Building, Training, Coaching, Organizational..., Time Management, Performance Management, Management Consulting, Employee Relations, Leadership Development, Vendor Management
Education
Texas Tech University 1993 — 1998
BS
Episcopal High School 1989 — 1993
Nommensen & Williams, PC April 2013 - Present
Global Stainless Supply December 2011 - February 2013
Lindinger Inspection Engineers, Inc. April 2011 - December 2011
PKF Texas December 2004 - March 2011
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
MBA, Accounting
DeVry University 2007 — 2010
Bachelors, Accounting
Hastings High School 1995 — 1999
PKF Texas June 2004 - Present
Education
Texas A&M University 2000 — 2004
BBA & MS in Tax Accounting, Tax Accounting
Compass Inc. July 2014 - Present
OTL Enterprises, LLC August 2011 - July 2014
ACE Programs for the Homeless October 2009 - August 2011
PKF Texas June 2008 - August 2008
PricewaterhouseCoopers January 2008 - March 2008
TPG Capital April 2006 - January 2008
Skills
Financial Statements, Financial Analysis, Forecasting, Budget, Financial Reporting, Accounting, Microsoft Excel, Strategic Planning, Business Planning, Business Process..., Efficiency..., Process Analysis, Budgets, Auditing, Business Development, Contract Negotiation, Management, Social Media
Education
Memorial High School
Memorial High School
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
MAc, Accounting
Texas Christian University 2004 — 2008
BBA, Accounting
Partner Power International A/S October 2014 - Present
Sikich June 2013 - Present
Rice Alliance for Innovation & Technology 2000 - Present
Houston Technology Center January 2006 - Present
Texas A&M CNVE 2004 - Present
Stephenson Entrepneurship Institute LSU January 2010 - Present
University of St. Thomas-Houston June 2011 - Present
PKF Texas October 1999 - May 2013
Archdiocese of Galveston-Houston June 2006 - May 2011
Ernst & Young June 1980 - May 1999
Skills
ERP, Audit, IT Audit, Management Consulting, Oilfield Services, Distribution, Manufacturing, Navision, Auditing, Financial Analysis, Strategic Planning, Accounting, Oilfield, Mergers, Management, Budgets, Financial Reporting, Entrepreneurship, Leadership, Program Management, Start-ups, Executive Management, CPA, Public Speaking, Strategy, Business Intelligence, Business Development, Finance, Project Planning, Account Management, Nonprofits, Process Improvement, Human Resources, Business Strategy, Business Process..., Business Planning, Coaching, Due Diligence, Managerial Finance, Personnel Supervision, Internal Audit, Business Analysis, Technical Leadership, Forecasting, Change Management, Analysis, Business Process, Personnel Management, Oil Industry, Personnel Matters
Education
Stephen F. Austin State University 1978 — 1980
BBA, Accounting
Trinity Valley Community College 1976 — 1978
Associate Arts, Accounting and Business/Management
PKF Texas July 2004 - Present
PKF Texas January 2008 - Present
PKF Texas January 2008 - Present
PKF Texas January 2007 - Present
Pannell Kerr Forster of Texas July 2004 - Present
ABN AMRO Bank 1987 - 2000
Education
University of Houston 1984 — 1987
BA, Finance
Southern Methodist University 2001 — 2001
Oracle Certification, Oracle Data Base Administrator
Colegio Sagrado Corazon 1969 — 1972
High School
Nelson Investments December 2011 - Present
PKF Texas October 2010 - December 2011
ADOCO LLC. October 2003 - August 2010
Dell September 1999 - February 2001
Concero September 1996 - September 1999
PSW 1996 - 1999
Faske Lay & Co., LLP June 1985 - March 1990
Skills
Accounting, GAAP, Financial Reporting, General Ledger, QuickBooks, Financial Accounting, Accounts Payable, US GAAP, Accounts Receivable, CPA, Financial Statements, Financial Analysis, Sarbanes-Oxley Act, Microsoft Excel, Microsoft Office, Auditing, Tax Preparation, Account Reconciliation, Tax, SEC filings, Finance, Payroll, Income Tax, Internal Controls, Sarbanes-Oxley, SEC Filings
Education
Texas State University-San Marcos 1983 — 1985
BBA, Accounting
The University of Texas at Austin 1979 — 1983
Accounting/Spanish
A.N. McCallum 1976 — 1979
Central Freight Lines, Inc. August 2014 - Present
Cameron July 2013 - August 2014
PKF Texas July 2012 - July 2013
PKF Texas October 2011 - June 2012
Skills
SEC filings, Audits of Employee..., US GAAP, GAAP, CPA, Internal Controls, External Audit, Auditing, Accounting, Financial Accounting, Sarbanes-Oxley Act, Sarbanes-Oxley, Financial Audits, Financial Reporting, Financial Statements, General Ledger, Financial Analysis
Education
Baylor University - Hankamer School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Baylor University - Hankamer School of Business 2006 — 2010
Master's degree, Accounting
Oak Ridge High School 2002 — 2006
PKF Texas April 2006 - Present
Joint Venture Strategic Advisors (JVSA) June 2015 - Present
GD&A Advertising & Public Relations 2004 - 2004
Armada Medical Marketing 2004 - 2004
Affinity Connection Inc. 2002 - 2002
Skills
Blogging, Public Relations, Marketing Communications, Corporate Communications, Social Media, Media Relations, Copywriting, Event Planning, Community Development, Marketing Management, Creative Writing, Content Development, Web Content, Award Submissions, Community Relations, Press Release..., Marketing Strategy, Strategic Planning, advertising copy, best practice content..., Leadership, Newsletters, Social Networking, Social Media Marketing, Event Management, Marketing, Press Releases, Digital Marketing, Email Marketing, Advertising, Budgets
Education
Penn State University 2000 — 2004
BA, Public Relations
University of Westminster 2003 — 2003
Study Abroad, History
Jakarta International School 1996 — 2000
Diploma
PKF Texas January 2005 - Present
PKF North America November 2009 - Present
University of Houston September 2011 - Present
University of Houston September 2004 - Present
PKF Texas 1982 - 2004
Ernst & Young June 1977 - September 1982
Education
University of Houston, C.T. Bauer College of Business 1974 — 1977
Bachelor of Arts, Accounting
Lamar University 1973 — 1974
PKF Texas February 2000 - Present
Joint Venture Strategic Advisors (JVSA) June 2015 - Present
Greater Houston Partnership January 2014 - Present
Greater Houston Women's Chamber of Commerce January 2014 - Present
Rice Alliance for Technology and Entrepreneurship January 2011 - Present
TravisWolff 1994 - 1999
Education
Amberton University
BS, Human Relations and Business
Dallas Fashion Merchandising College
Richardson High School
KBR, Inc. July 2013 - Present
PKF Texas May 2006 - July 2013
Texas Comptroller of Public Accounts May 2005 - May 2006
Skills
Auditing, Accounting, Financial Reporting, Financial Accounting, General Ledger, Microsoft Excel, Financial Analysis, GAAP, Financial Audits, SEC filings, CPA, Financial Statements, Fixed Assets, Budgets
Education
Stephen F. Austin State University 2000 — 2005
MPA, Accounting
Texas City High School
Texas City High School
SunTrust Bank July 2011 - Present
The Home Depot June 2010 - July 2011
CompuCredit December 2007 - January 2010
Fitch Ratings May 2005 - September 2007
Cole Systems Associates, Inc. November 2004 - March 2005
PKF Texas April 2003 - August 2004
Skills
Business Objects, ERP, SQL, Access, Business Analysis, Testing, T-SQL, Requirements Gathering, Business Intelligence, SDLC, Vendor Management, Requirements Analysis, Managerial Finance, Oracle, SharePoint, Visio, Data Warehousing
Education
Tulane University - A.B. Freeman School of Business 2000 — 2002
BSA, Computer Information Systems
Brown University 1998 — 2000
Isidore Newman 1985 — 1998
HS Diploma
Direct Energy April 2010 - November 2010
PKF July 2007 - April 2010
PKF Texas July 2007 - April 2010
PricewaterhouseCoopers January 2003 - July 2006
Fisher College of Business/Ohio State University 2002 - 2002
Education
The Ohio State University Fisher College of Business 1998 — 2002
Clements High School
PKF Texas July 2015 - Present
PKF Texas July 2012 - June 2015
PKF Texas January 2012 - June 2012
PKF Texas September 2010 - December 2011
Skills
CPA, Auditing, External Audit, Internal Controls, Financial Accounting, Accounting, SEC filings, GAAP, General Ledger, Financial Analysis, US GAAP, Financial Reporting, Sarbanes-Oxley, Financial Statements
Education
Texas A&M University
BBA Accounting, MS Finance
PKF Texas September 2013 - Present
Briggs & Veselka Co. January 2009 - August 2013
Skills
Auditing, CPA, US GAAP, Financial Statements, External Audit, Financial Reporting, Audits of Employee..., Financial Statement..., GAAP, Corporate Tax, General Ledger
Education
Texas State University-San Marcos 2005 — 2009
Masters of Accountancy, Accounting
PKF Texas January 2012 - Present
PKF Texas July 2009 - January 2012
PKF Texas January 2008 - July 2009
KPMG, LLP October 2005 - October 2006
KPMG, LLP January 2004 - March 2004
Skills
Accounting, Tax, Income Tax, Recruiting, CPA, Campus recruiting, Retention, Individual Taxation, Event Planning, College Recruiting, Account Reconciliation, Management, Customer Retention, Human Resources, Training, Hiring, Screening, Onboarding, Mentoring, Tax Research, Budgets, Big 4, High Net Worth..., SEC filings, Tax Returns, GAAP, Internal Audit, Tax Accounting, Tax Preparation, US GAAP, SEC Filings
Education
University of Houston, C.T. Bauer College of Business 2004 — 2005
M.S.
Baylor University - Hankamer School of Business 2000 — 2004
B.B.A.
projekt202 January 2015 - Present
projekt202 October 2013 - January 2015
Epsilon September 2012 - October 2013
CBRE October 2010 - September 2012
CB Richard Ellis May 2010 - October 2010
PKF Texas June 2008 - May 2010
PKF Texas September 2007 - December 2007
Skills
Certified Scrum Master..., SharePoint, Project Management, Vendor Management, SDLC, Agile Project Management, Navision, Process Modeling, Windows Sharepoint..., Business Analysis, Process Improvement, ERP, Change Management, Microsoft Dynamics, Visio, Business Process, Business Intelligence, Requirements Analysis, Business Process..., Data Warehousing, Scrum, Software Documentation, Program Management
Education
Texas A&M University - Mays Business School 2004 — 2008
B.B.A Bachelor, Management of Information Systems
Bryan High School
Bryan High School
Houston Astros December 2013 - Present
Abby Brantley, CPA September 2011 - Present
Houston Astros October 2012 - November 2013
PKF Texas February 2009 - September 2011
Houston Astros September 2005 - February 2009
Deloitte February 2005 - April 2005
Skills
CPA, Tax, Financial Reporting, Tax Research, Accounting, Corporate Tax, Income Tax, Partnership Taxation, Tax Accounting, International Tax, Financial Accounting, Internal Controls, QuickBooks
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
Master in Professional Accounting
PKF Texas February 2014 - August 2014
Lehman Brothers January 2000 - January 2003
Entergy Enterprises Inc January 1998 - January 2000
Science Press 1995 - 1997
Skills
Accounting, Microsoft Office, Bookkeeping, Peachtree, Spanish, GAAP, Teamwork, Mergers & Acquisitions, Administrative..., Italian, Time Management
Education
University of Houston, C.T. Bauer College of Business
Master of Science in Accountancy, Accounting
C.T Bauer College of Business, The Honors College, University of Houston, Houston, Texas 2012 — 2015
Bachelor’s Degree, Accounting, Overall GPA 3.8 Accounting GPA 3.7 Summa Cum Laude Graduate
Houston Community College 2004 — 2011
Associate Degree in Arts
PKF Texas June 2015 - Present
Texas Children's Hospital April 2015 - June 2015
Texas Southern University August 2012 - December 2014
Fort Bend ISD 2010 - June 2013
Texas Children's Hospital 2013 - 2013
National Independent Automobile Dealers Association 2007 - 2009
Louisiana House of Representatives 2006 - 2007
Gannett 2004 - 2005
KLFY TV 10 June 2004 - August 2004
Skills
Microsoft Office, Microsoft Word, Photography, Writing, Editing, Internal Communications, Project Management, Proofreading, Research, Publications, Storytelling
Education
Texas Southern University 2012 — 2014
Master of Arts (M.A.), Communication and Media Studies
Southern University and Agricultural and Mechanical College at Baton Rouge 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Thompson Derrig & Craig PC January 2015 - Present
Noonday Collection June 2014 - Present
Deloitte January 2009 - January 2015
Dell July 2006 - January 2009
PKF Texas August 2003 - October 2005
Education
Texas A&M University 1998 — 2003
Master’s Degree, Accounting - Taxation
USAA September 2013 - Present
USAA August 2011 - September 2013
USAA May 2009 - August 2011
USAA June 2006 - May 2009
Kirby October 2005 - June 2006
PKF Texas May 2004 - October 2005
Skills
Internal Audit, Enterprise Risk..., Internal Controls, Property & Casualty..., Life Insurance, Accounting, Risk Management, Financial Services, Process Improvement, Microsoft Excel, Tax, Corporate Tax, Health Insurance
Education
Texas A&M University 1999 — 2004
Bachelor's Degree, Accounting
Texas A&M University 1999 — 2004
Master's Degree, Taxation
Brazos Valley Bombers Baseball Club May 2014 - August 2014
PKF Texas January 2014 - March 2014
Texas A&M University January 2013 - December 2013
Texas A&M University August 2010 - December 2012
Texas Aquatic Enterprises May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Data Analysis, Microsoft Excel, Analysis, Account Management, Accounting, Auditing, PowerPoint, Teamwork, Research, Time Management, Leadership, Public Speaking, Customer Service, Critical Thinking, Data Entry, Outlook
Education
Texas A&M University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Texas A&M University 2010 — 2015
Master of Science (M.S.), Management Information Systems
PKF Texas October 2013 - Present
Good Shepherd Health System May 2013 - September 2013
Skills
Auditing, Financial Accounting, Partnership Taxation, Microsoft Excel, Accounting, Financial Reporting, Financial Analysis, Microsoft Office, Budget Forecasts, CPA, Derivatives, Teamwork, Internal Controls, Microsoft Word, PowerPoint
Education
Texas A&M University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Texas A&M University 2008 — 2013
Master of Science (M.S.), Finance, General
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP July 2012 - July 2014
PKF Texas May 2010 - May 2012
Duff & Phelps May 2008 - June 2010
UHY Advisors September 2005 - May 2008
Deloitte & Touche January 2003 - September 2005
Skills
Income Tax, Partnership Taxation, Corporate Tax, Tax Compliance, State Taxation, State Tax, CPA, Sales Tax, Tax Preparation, Tax Research, State Tax Planning, Tax Advisory, International Tax, US Tax, SEC filings, Tax Accounting, Tax
Education
Baylor University
MS, Taxation
IPT C&I School
Shane P. Garbutt, PLLC June 2013 - Present
AMD November 2011 - June 2013
PCAOB August 2006 - November 2011
Public Company Accounting Oversight Board (PCAOB) August 2006 - November 2011
MaloneBailey, LLP 2010 - 2010
PKF Texas 2004 - 2006
Deloitte 2003 - 2005
Arthur Andersen 1999 - 2001
PwC 1997 - 1999
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, US GAAP, Auditing, GAAP, Financial Reporting, Internal Audit, Accounting, CPA, Financial Accounting, Sarbanes-Oxley, IFRS, External Audit, Revenue Recognition, IT Audit, Financial Analysis, Big 4, Assurance, Consolidation, SOX 404, Financial Statements
Education
The University of British Columbia 1995 — 1997
BCOMM, Accounting
PKF Texas September 2010 - Present
Maddox Thomson & Associates, P.C. 2002 - 2010
The Grille at EasyRider 2001 - 2002
Aqua-Tech Laboratories 2001 - 2001
Pebble Creek Country Club 2000 - 2001
Excel Electric 1999 - 2001
Skills
QuickBooks, Accounting, Tax Preparation, Income Tax, Accounts Payable, Event Management, General Ledger, Microsoft Excel, Management, Tax, Account Reconciliation, Microsoft Office, Accounts Receivable
Education
Art Institute of Houston
Culinary Arts
Blinn College
Hospitality Management
Wells Fargo - The Private Bank May 2013 - Present
Briggs & Veselka Co. September 2010 - May 2013
Perkins & Co. January 2007 - August 2010
PKF Texas November 1999 - February 2005
Skills
Succession Planning, Tax, Trusts, Estate Planning, Income Tax, Gift Tax, Charitable Gift Planning
Education
The University of Texas at Austin
BBA, Accounting
PKF Texas April 2005 - Present
PKF North America January 2012 - Present
Leading Edge Alliance January 2012 - Present
Grant Thornton LLP June 1998 - March 2005
Texas Commerce Bank 1991 - 1998
Skills
International Tax, Transfer Pricing, Cross-border..., FAS 109, Business Restructuring, Global Tax Management, IC DISC, Oilfield Services, Manufacturing/Distributi..., Technology, Accounting, Tax Advisory, U.S.-U.K. Cross-border..., FAS 5, Restructuring, Tax Accounting, Corporate Tax, Financial Planners, Partnership Taxation, Tax, Tax Research, Income Tax, Due Diligence, Mergers & Acquisitions, US Tax, FAS109, GAAP, SEC filings
Education
University of Houston 1995 — 1998
MS, Accounting
Louisiana State University 1986 — 1990
BS, Accounting
Sacred Heart High School 1983 — 1986
High School Diploma
Rainmaker Academy
PKF Texas December 1998 - Present
BDO Seidman, LLP December 1994 - December 1996
GC Services December 1991 - December 1994
Skills
SEC Filings, Accounting, Auditing, Financial Reporting, CPA, Financial Analysis, GAAP, US GAAP, Internal Controls, Mergers & Acquisitions, SEC filings, IFRS, Hospitality, Real Estate, QuickBooks, Financial Services
Education
The University of Texas at Austin 1986 — 1990
BBA, Accounting and Finance
Westfield High School 1981 — 1985
H. Bradley Whatley, PC November 2004 - Present
Sugar Land Girls Softball Assocation 2004 - Present
PKF Texas October 1994 - November 2004
Mir, Fox & Rodriguez October 1991 - September 1994
Ernst & Young October 1984 - September 1991
Skills
Strategic Financial..., Tax Research, Financial Planners, Partnership Taxation, US Tax, CPA, Tax, US GAAP, Income Tax, GAAP, Accounting, Internal Controls, Tax Accounting, Tax Advisory, Auditing, Financial Reporting, Corporate Tax, State Tax, FAS109, International Tax, Tax Preparation, QuickBooks, FIN 48, Sarbanes-Oxley Act, Finance, Tax Law
Education
Texas A&M University 1973 — 1977
Bachelor of Science (BS), Accounting
Tarkington
Tarkington
New Era Life Insurance Company July 2015 - Present
Aflac March 2014 - March 2015
PKF Texas September 2011 - April 2013
PKF Texas June 2010 - September 2011
PKF Texas September 2009 - May 2010
PKF Texas June 2009 - September 2009
Skills
Human Resources, Microsoft Excel, Process Improvement, Event Planning, Microsoft Office, Research Projects, Writing, Teamwork, College Recruiting, Databases, University Relations, Management, Strategy, Recruiting, CRM, Social Media, Business Development, Marketing, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Marketing
Texas Christian University 2004 — 2009
Marketing
PKF Texas June 2011 - Present
Port of Houston Authority March 2007 - April 2011
Greater Houston Partnership November 2004 - February 2007
Institute for International Education July 2002 - October 2004
Enron 2000 - July 2002
U.S. Chamber of Commerce 1976 - 2000
Skills
International Business, Program Management, Strategic Planning, Public Relations, Business Strategy, Marketing, Policy, Management Consulting, Start-ups, Business Development, Strategy, Leadership, Change Management, Mergers & Acquisitions, Entrepreneurship, Management, Budgets
Education
Tulane University
MA, Latin American Relations
Fordham University
BA, Inter-American Relations
PKF Texas January 2014 - Present
PKF Texas January 2010 - December 2013
PKF Texas July 2006 - December 2009
PKF Texas August 2004 - June 2006
Education
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Accounting and Finance
St. Paul's Episcopal High School
Apache Corporation 2013 - Present
Commercial Damages Analysis, LLC 2007 - 2008
PKF Texas 2004 - 2007
Apache Corporation 1993 - 2004
Skills
Oil & Gas Industry, Litigation Support, Enterprise Systems..., Operations Accounting, Internal Controls, SAP-PRA Software, Avocet Production...
Education
Stephen F. Austin State University 1988 — 1992
Bachelor’s Degree, Accounting
Norton Rose Fulbright US LLP March 2014 - Present
Carr, Riggs & Ingram, LLC (formerly Gainer Donnelly LLP) October 2013 - March 2014
Gainer Donnelly LLP January 2011 - October 2013
Gainer Donnelly & Desroches April 2007 - January 2011
PKF Texas March 2006 - April 2007
UHY Advisors (formerly Mann Frankfort Stein & Lipp, P.C.) 2000 - 2006
Shell Services International July 1998 - May 2000
Skills
Project Management, Change Management, Vendor Management, Strategic Planning, Business Continuity, Six Sigma, Leadership, IT Management, Process Improvement, Business Process..., IT Strategy, Strategy, Budgets, Management, Information Technology, Program Management
Education
Texas A&M University 1985 — 1988
BS, Psychology, Minor in Management
University of Houston 2007 — 2010
MS, Technology Project Management Emphasis in Information Systems Security
Spectra Energy January 2014 - Present
Cecilia Winters-Morris - Independent Contractor February 2010 - October 2013
Universal American June 2009 - January 2010
Adams Harris August 2008 - January 2009
PKF Texas August 2006 - July 2008
Protiviti March 2002 - August 2006
Arthur Andersen 1998 - 2002
U.S. Home June 1995 - January 1998
Skills
SOX, Internal Audit, Process Improvement, Risk Assessment, Risk Mitigation, Documentation, Auditing, Compliance, Internal Controls, IT Audit, Management Consulting, Corporate Governance, Compliance Audits, Business Process..., Sarbanes-Oxley Act, Risk Management, Financial Analysis, Accounting
Education
Western New England University 1991 — 1993
MBA
Northeastern University 1980 — 1985
BSBA
Nabors Industries April 2015 - Present
Atwood Oceanics February 2009 - April 2015
Nabors 2015 - 2015
Nabors 2015 - 2015
PKF Texas November 2004 - February 2009
alliantgroup 2004 - 2004
Anadarko Petroleum 2001 - 2004
Deloitte 1997 - 2001
Skills
International Tax, Tax, Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, SEC filings, Financial Reporting, US GAAP, CPA, GAAP, Corporate Tax, Due Diligence, Financial Accounting, Mergers & Acquisitions, Tax Research, Financial Analysis, Sarbanes-Oxley, Internal Audit, Tax Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1997
MAC, Accounting
Sewanee-The University of the South 1992 — 1996
Bachelor of Arts (BA), Philosophy
SEC Registrants/Publicly-Traded Companies* December 2012 - Present
Siegfried August 2010 - February 2012
PKF Texas June 2007 - April 2010
KPMG October 2002 - May 2007
Skills
SEC filings, Financial Reporting, Workiva/WebFilings, XBRL Tagging & Review, Technical Research..., Technical/Policy Writing, US GAAP, IFRS, Auditing, Financial Audits, External Audit, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, QuickBooks, Derivatives, Oil & Gas Accounting..., Learning/Training..., Oil & Gas Reserves..., Chart of Account Design...
Education
Texas A&M University - Mays Business School 1999 — 2001
MS, BBA, in Accounting
J.B. Poindexter & Co., Inc. April 2013 - Present
PKF Texas January 2006 - April 2013
Shutco Spreads - Chicago Mercantile Exchange June 2003 - July 2004
Skills
Corporate Tax, GAAP, Tax, CPA, Accounting, SEC filings, International Tax, Financial Reporting, Tax Research, Auditing, Partnership Taxation, Financial Accounting, Tax Preparation, Income Tax, Management, Internal Controls, US GAAP, Financial Modeling, Sarbanes-Oxley Act
Education
University of Houston, C.T. Bauer College of Business 2004 — 2006
Master of Science in Accountancy, Accounting - Tax
The University of Kansas 1999 — 2003
Bachelor of Science in Business Administration, Finance
BP 2010 - Present
PKF Texas March 2007 - June 2009
Protiviti, Jefferson Wells. Spherion 2003 - 2006
Arthur Andersen 2000 - 2002
Ernst & Young November 1995 - November 2000
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Business Process, Business Process..., Master Data Management, Materials Management, Internal Audit, Financial Analysis, Process Improvement, Management, Business Analysis, Project Management, Analysis, SAP
Education
Our Lady of the Lake University 2002 — 2004
MBA, Finance
University of Houston 1989 — 1993
BBA, MIS
PKF Texas February 2004 - Present
East End Chamber of Commerce January 2009 - Present
Turnaround Management Association January 2006 - December 2012
Mann Frankfort Stein & Lipp 1992 - 2004
UHY Advisors / Mann Frankfort Stein & Lipp, P.C. 1992 - 2004
Arthur Young 1985 - 1987
Education
University of Houston 1978 — 1986
Bachelor of Accountancy, Accounting
Tarleton State University 1979 — 1981
Bachelor of Applied Arts & Sciences, Engineering
PKF Texas June 2006 - Present
EMI CMG June 2005 - August 2005
Education
Texas A&M University 2002 — 2006
BBA in Business, Marketing
Texas A&M University - Mays Business School 2002 — 2006
BBA, Marketing
The Walt Disney Company May 2008 - Present
Rowan Companies, Inc. November 2006 - April 2008
PKF Texas August 2006 - November 2006
Protiviti July 2004 - August 2006
University Federal Credit Union March 2003 - June 2004
Walt Disney World August 2002 - January 2003
Skills
Internal Audit, Sarbanes-Oxley, Financial Analysis, Financial Modeling, Cost Accounting, Microsoft Excel, Khalix, SAP R/3
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BBA, Finance
Redpath and Company, Ltd. January 2013 - Present
P Merry CPA May 2008 - Present
PKF Texas December 2006 - May 2008
KPMG 2003 - 2006
Skills
Accounting, QuickBooks, Auditing, CPA, Bookkeeping, Small Business, Management, GAAP, Financial Reporting, US GAAP
Education
Baylor University 1998 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Baylor University - Hankamer School of Business 1998 — 2003
Master of Accountancy, Accounting
Hines July 2012 - Present
PKF Texas January 2011 - July 2012
PKF Texas January 2009 - March 2009
Process Analytical Application Inc. June 2006 - July 2006
Skills
Financial Reporting, CPA, Auditing, Financial Analysis, Financial Accounting, Accounting, External Audit, Argus, Lessor accounting, J.D. Edwards Enterprise..., SharePoint, GAAP, Internal Controls, Purchase Price..., External Audit..., Impairment Analysis, Visual Basic for..., General Ledger, Sarbanes Oxley, Commercial Real Estate
Education
University of Houston, C.T. Bauer College of Business 2010 — 2010
MS Accountancy
University of Houston 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
Alvin Community College 2004 — 2006
N/A
Grant Thornton LLP January 2015 - Present
PKF Texas October 2014 - December 2014
Ciuni & Panichi, Inc. January 2012 - May 2014
Cleveland State University, Graduate Student Resource Center January 2013 - December 2013
Cleveland State University, University Advancement December 2008 - December 2011
flozio May 2011 - July 2011
Skills
QuickBooks, Microsoft Excel, Auditing, Financial Analysis, Leadership, Accounting, Nonprofits, Microsoft Office, Financial Statements, Marketing, US GAAP, CCH ProSystem fx, RIA Checkpoint, Accounting Standards..., GAAS, GASB, IFRSs, Epicor (EMS), Peachtree, Internal Controls, Financial Accounting
Education
Cleveland State University
Master of Business Administration (M.B.A.)
Cleveland State University 2009 — 2011
Master, Accountancy/Financial Accounting & Auditing
Kathmandu University 2003 — 2007
Bachelor, Business Administration; Marketing
TH Hill Associates November 2013 - Present
AET February 2013 - November 2013
Sysco Business Services September 2012 - February 2013
PKF Texas May 2011 - September 2012
Tyco Thermal Controls/ Tracer 2008 - 2011
Meridian Resource Corporation February 2007 - May 2008
Skills
General Ledger, Account Reconciliation, Accounts Receivable, Accounting, Accounts Payable, Fixed Assets, Bank Reconciliation, Journal Entries, Invoicing, Cash Management, Balance, Financial Reporting, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, Variance Analysis, Cost Accounting, QuickBooks
Education
Texas Southern University 2003 — 2006
Bachelors, Accounting
Oxy October 2012 - Present
Hein & Associates October 2010 - October 2012
PKF Texas 2008 - November 2010
The Burns Team Re/Max Greater Waco April 2005 - August 2007
Education
Baylor University 2003 — 2007
BBA, Accounting
Elementary School
U-Tegration Inc January 2013 - Present
Willbros March 2012 - January 2013
PKF Texas January 2010 - March 2012
PKF Texas 2005 - January 2010
KPMG 2001 - April 2005
Bank of Communications, Shanghai September 1994 - December 1998
Skills
Finance, GAAP, Auditing, SEC filings, Mergers & Acquisitions, Financial Reporting, CPA, Process Improvement, Internal Controls, Due Diligence, IFRS, Financial Audits, Corporate Tax, External Audit, Financial Accounting
Education
University of Louisiana at Monroe 1999 — 2000
Master, MBA
East China Normal University 1990 — 1994
Bachelor
Weingarten Realty Investors October 2014 - Present
Weingarten Realty Investors November 2012 - October 2014
PKF Texas June 2008 - October 2012
Lane Gorman Trubitt, L.L.P. January 2007 - June 2007
Skills
CPA, Tax, Corporate Tax, Income Tax
Education
Texas Christian University 2007 — 2008
Masters, Accounting
Texas Christian University 2003 — 2006
Undergraduate, Accounting
PKF Texas December 2005 - Present
Management Software Solutions 1996 - 2002
LeTigre Computer 1990 - 1997
Skills
Microsoft Dynamics NAV, Navision, ERP, Microsoft Dynamics, Microsoft CRM, Software Implementation
Education
The University of Texas at Austin 1973 — 1978
BS, Biology
Hess Hopkins Alexander LLP August 2010 - Present
PKF Texas 2005 - 2010
Stonefiled Josephson October 2001 - August 2005
KPMG 2000 - 2001
Education
Indiana University of Pennsylvania 1996 — 2000
Bachelors in Science, Accounting
PKF Texas January 2008 - Present
Skills
Tax, High Net Worth..., S Corporations, Tax Research, Corporate Tax, CPA, Income Tax, International Tax, Partnership Taxation, Tax Advisory, GAAP, Tax Preparation
Education
San Jose State University 2000 — 2004
M.S., Taxation
San Jose State University 1996 — 2000
B.S., Accounting
PKF Texas January 2014 - Present
PKF Texas June 2008 - December 2013
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2008
MAc, Master's of Accounting
Texas Christian University 2003 — 2006
BBA, Accounting
PricewaterhouseCoopers August 2010 - Present
Calvetti, Ferguson & Wagner, P.C. January 2009 - August 2010
Deloitte January 2008 - January 2009
PKF Texas January 2006 - August 2006
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, GAAP, US GAAP, Internal Audit, External Audit, CPA, Process Improvement, Business Process, Tax, IFRS, Financial Statements, Risk Assessment, Financial Reporting, Financial Accounting
Education
University of Houston 2006 — 2007
Master of Science (M.S.), Accounting
University of Houston 2004 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Austin Community College
PKF Texas September 2013 - Present
GSE Environmental June 2012 - August 2013
Academy Sports + Outdoors September 2007 - June 2012
Skills
Income Tax, Sarbanes-Oxley Act, Project Planning, Accounting, Financial Reporting, Tax, Management, Auditing, Tax Accounting, Financial Analysis, Forecasting, Tax Research, Account Reconciliation, GAAP, General Ledger, Internal Controls, Sales Tax, Cash Flow Forecasting, Financial Accounting
Education
Sam Houston State University 1998 — 1999
MBA, Accounting
Sam Houston State University 1995 — 1998
BBA, Accounting
Columbia High School
PKF Texas August 2014 - Present
Anders CPAs + Advisors September 2010 - July 2014
Wegner LLP, CPAs & Consultants December 2006 - October 2010
Stelmacki, Cochran & Sauerburger, P.C 2006 - 2006
Milliken, Benning, Kleckler and Kobishka 2006 - 2006
Skills
Tax, Non-profits, Forensic Accounting, Real Estate, Financial Services, Healthcare, Valuation, Consulting, QuickBooks, Accounting, Auditing, Financial Reporting, Internal Controls, Corporate Tax, Accounts Payable, GAAP, CPA, Tax Preparation, Nonprofits
Education
Rockford University 2002 — 2006
Bachelor, Accounting and Business Management
PKF Texas May 2015 - Present
BDO USA, LLP January 2015 - April 2015
BDO USA, LLP December 2014 - January 2015
UHY Advisors TX, LLC January 2008 - December 2014
UHY Advisors TX, LLC January 2008 - October 2008
UHY Advisors TX, LLC February 2007 - January 2008
UHY Advisors TX, LLC formerly Mann, Frankfort, Stein & Lipp April 2006 - February 2007
Aim Investments January 2006 - April 2006
Aegis Mortgage Corporation September 2004 - January 2006
Redstone Golf Management April 2002 - September 2004
Skills
Payroll, PeopleSoft, HRIS, ADP Payroll, Employee Benefits, Recruiting, Access, Ultipro, Cognos, Crystal Reports, Word, Business Intelligence, Benefit Administration, Microsoft Office, Excel, PowerPoint, Outlook, Accounting, Benefits Administration, Human Resources, Microsoft Excel, Microsoft Word, New Hire Orientations
Education
University of Houston-Downtown 2009 — 2015
Bachelor's of Arts, English
Houston Community College 1993 — 2009
Associate in Arts
Charles H. Milby High School 1991 — 1993
Advanced Diploma
South Houston High School 1989 — 1991
PKF Texas Tax ManagerGrant Thornton2002 - October 2005
Skills
Tax Research, International Tax, Income Tax, Corporate Tax, CPA, US Tax, Tax Advisory, Tax, Accounting, Partnership Taxation, Tax Preparation, GAAP, FAS109
Education
San Jose State University 1998 — 2003
Master of Science, Taxation
San Diego State University-California State University 1992 — 1996
Bachelor of Science, Accounting
Geotrace Technologies Inc. March 2014 - Present
PKF Texas November 2011 - March 2014
PriceWaterhouse Coopers July 2010 - January 2011
Campus Crusade for Christ August 2007 - August 2008
Baylor Dining Services August 2004 - May 2007
H&R Block January 2001 - January 2004
Skills
Tax, Income Tax, Budgets, Tax Returns, Management, Research, Accounting, Financial Reporting, Financial Analysis, Tax Preparation, Financial Accounting, General Ledger, Financial Statements, QuickBooks
Education
Baylor University 2009 — 2010
Master, Taxation
Baylor University 2004 — 2010
Bachelor of Business Adminstration, Accounting
Fayez Sarofim & Co. October 2012 - Present
PKF Texas November 2010 - October 2012
Puma May 2009 - October 2010
Pannell, Kerr, Forster P.C. of Texas February 2009 - April 2009
U.S. Steel Bellville Operations May 2007 - August 2007
Skills
Tax, Accounts Payable, Spreadsheets, Accounting, Microsoft Excel, GoSystems, Checkpoint, PowerPoint, Microsoft Word, QuickBooks, Income, Analysis, Corporate Tax, Fixed Assets, Income Tax, Payroll, General Ledger, Financial Reporting
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
M.S. in Accountancy, Tax Accounting
Tarleton State University 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
Curran International June 2008 - Present
PKF Texas June 2006 - June 2008
JPMorgan Chase June 2004 - June 2006
Skills
Petroleum, Oil/Gas, Strategic Planning, Procurement, Project Engineering, Negotiation, Management
Education
University of Houston 2005 — 2008
Master of Science (MS), Accounting
University of Florida 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Ecole centrale de Paris 2001 — 2001
Bachelor of Science (BS), Accounting and Finance
FTI Consulting October 2012 - Present
Navigant Consulting October 2007 - September 2012
PKF Texas 2004 - 2005
PwC 1996 - 2004
Skills
Forensic Accounting, Litigation Consulting, Business Valuation, FCPA, Certified Fraud Examiner, Litigation Support, Expert Witness, Due Diligence, Financial Modeling, Valuation, Fraud, Financial Analysis, CPA, Auditing, Accounting, Internal Controls, Enterprise Risk..., Management Consulting, Forensic Analysis, Internal Audit, Restructuring, Big 4
Education
Texas A&M University 1985 — 1989
BBA, Accounting, Finance
Crest Investment Company November 2014 - Present
PKF Texas February 2011 - November 2014
Jon Corbell & Asscoiates, P.C. July 2003 - February 2011
Skills
Accounting, Financial Reporting, GAAP, CPA, Financial Accounting, US GAAP, QuickBooks, Financial Analysis, Cash Flow, Financial Statements
Education
University of Houston-Victoria 2004 — 2013
Master of Business Administration (MBA)
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Accounting
Dynamics Southwest June 2014 - Present
Sikich June 2013 - June 2014
PKF Texas August 2012 - June 2013
PKF Texas August 2010 - December 2010
Skills
CPA, Internal Controls, Financial Reporting, Accounting, Accounts Payable, Payroll, Navision, Financial Accounting, Report Writing, Fixed Assets, Microsoft Dynamics ERP, General Ledger, Software Implementation, NAV, ERP Implementations, Employee Training, Documentation, Training Documentation, Service Management, Rental Management, Microsoft Dynamics NAV
Education
Texas A&M University 2007 — 2012
Masters of Science, Management Information Systems
Texas A&M University 2007 — 2012
Bachelors of Business Administration, Accounting
Exterran October 2001 - Present
Exterran August 2007 - November 2011
Hanover 2001 - 2007
Alpha Technologies Group February 1996 - September 2001
PKF Texas February 1990 - January 1996
Skills
Consolidation, Mergers, US GAAP, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Financial Analysis
Education
Loyola University New Orleans 1985 — 1989
BBA, Accounting and Finance
XL Parts July 2006 - October 2010
Nagesh & Carter January 2006 - May 2006
PKF Texas June 2004 - August 2004
Skills
Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, PowerPoint, Outlook, Budgets, English, QuickBooks, Accounts Payable, Financial Reporting, Payroll, Financial Statements, Auditing, Account Reconciliation, Journal Entries, Management, Financial Analysis
Education
University of Houston 2010 — 2011
Certificate in Accountancy Program, Accounting
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
PKF Texas October 2013 - Present
Abercrombie & Associates, PC June 2012 - September 2013
UHY Advisors January 2012 - April 2012
Skills
Auditing, Financial Reporting, Financial Accounting, Assurance, ProSystem fx Tax, Financial Analysis, GAAP, SEC filings, Income Tax, US Tax, Partnership Taxation, Tax Research, Forensic Accounting, Tax Preparation, Tax Accounting, General Ledger, CPA, Corporate Tax
Education
Michigan State University 2009 — 2011
Master of Science, Accounting
Fort Hays State University 2003 — 2007
Bachelor's of Science, Finance
PKF Texas July 2013 - Present
PKF Texas June 2011 - July 2013
Education
Texas A&M University 2006 — 2011
Master's degree, Taxation
PKF Texas October 2014 - Present
NetNearU May 2012 - July 2014
PKF Texas January 2013 - March 2013
Skills
VBA, Microsoft Excel, Accounting, Analytic Thinking, Auditing, Financial Accounting, Cost Accounting, Sage Business Works, General Ledger, QuickBooks, Account Reconciliation, Accounts Payable, Financial Reporting, Microsoft Office
Education
Texas A&M University 2013 — 2014
Master of Science (MS), Management
Texas A&M University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting, Cum Laude
PKF Texas August 2012 - July 2013
MK Personnel October 2011 - August 2012
Stewart Title Guarantee Co August 2007 - October 2011
Beltway Medical Services August 2001 - August 2007
Skills
Human Capital, Administrative..., Credit Unions, Compensation & Benefits, Employee Benefits, Recruiting, Employee Training, New Hire Orientations, New Hire Paperwork, New Hire Processes, Microsoft Office, ADP HRB, ADP ReportSmith, ADP E-Time, ADP Payroll, SAP Implementation, SAP ERP, Halogen, Telnet, Performance Management, Performance Appraisal, Garnishments, Accounts Payable, Accounts Receivable, FSA, Benefits Design, Account Reconciliation, Payroll Processing, Background Checks
Education
Texas Southern University
Bachelor’s Degree, Business Administration and Management, General