Plante & Moran, PLLC
Industry: Management consulting services company
DescriptionPlante Moran is the 11th largest certified public accounting, professional services, and business advisory firm in the United States offering audit, accounting, tax, investment banking, wealth management, and business advisory consulting services. Headquarters: Michigan, United States Revenue: 626 million USD (2017) Founded: 20 January 1924 Type of business: Professional Limited Liability Company Subsidiaries: P&M Corporate Finance, LLC,
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Plante & Moran, PLLC Employees
RxCrossroads / Omnicare Specialty Care Group September 2004 - August 2015
RxCrossroads September 2004 - August 2015
StorageTek January 2004 - September 2004
Cardinal Health January 1999 - January 2001
SPX Corporation January 1995 - January 1999
Plante & Moran, PLLC January 1994 - January 1995
Price Waterhouse Coopers January 1990 - January 1994
Skills
Full P&L Responsibility, Finance, Business Strategy, Mergers & Acquisitions, Contract Negotiation, Corporate Finance, Business Development, Performance Metrics, Lease Negotiations, Operational Planning, Purchasing, Strategic Planning, Cross-functional Team...
Education
University of Michigan
MBA, Strategy and Finance
Central Michigan University 1986 — 1990
BSBA, Finance and Accounting
Ernst & Young August 2010 - Present
Plante & Moran, PLLC January 2010 - August 2010
Citigroup May 2007 - March 2008
Skills
Financial Analysis, Financial Reporting, US GAAP
Education
Bowling Green State University
MAcc, Accounting
City University of New York
BSc, Accounting
Siena Heights University
Computer and Information Systems (Transferred)
Plante & Moran, PLLC July 1997 - Present
Plante & Moran July 2002 - July 2011
Plante & Moran 1999 - 2010
Plante & Moran, PLLC July 1997 - July 2002
Plante & Moran 1999 - 2001
Plante & Moran, PLLC May 1996 - August 1996
Trelleborg April 1995 - September 1995
Skills
Tax, CPA, Auditing, Accounting, General Ledger, Internal Controls, Account Reconciliation, GAAP, Finance, Mergers & Acquisitions, Financial Statements, US GAAP, Accounts Payable, Financial Accounting, Assurance, SEC filings, Corporate Tax, Partnership Taxation, Income Tax, Financial Reporting, Tax Preparation
Education
Calvin College 1993 — 1997
Accounting, Accounting
South Haven High School (Michigan) 1989 — 1993
Knowles Corporation January 2015 - Present
Kutchins, Robbins & Diamond, Ltd. June 2013 - December 2014
Corbett, Duncan & Hubly, P.C. November 2011 - May 2013
J.P. Morgan December 2010 - November 2011
Triotax Professional Services LLP December 2009 - April 2011
Plante & Moran, PLLC June 2009 - August 2009
Friedman & Huey Associates LLP February 2009 - April 2009
Government Finance Officers Association February 2008 - February 2009
Skills
Auditing, Financial Statements, Tax Preparation, Tax, Account Reconciliation, Accounting, Income Tax, QuickBooks, Great Plains Software, ProSystem fx Tax, Financial Reporting, CPA, Management, Tax Returns, Bookkeeping
Education
University of Illinois at Chicago 2005 — 2010
Bachelors of Science, Accounting and Minor Management Information Systems
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters of Science, Taxation
McGladrey October 2014 - Present
Thornhill Financial, Inc. October 2011 - October 2014
Hondros College May 2010 - October 2011
Plante & Moran, PLLC January 2009 - March 2009
Skills
Higher Education, Auditing, Fixed Assets, Accounting, Tax, Accounts Payable, Accounts Receivable, Budgets, General Ledger, Assurance, Compliance, External Audit, Forecasting, Financial Reporting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, GAAP, Financial Accounting, Microsoft Excel, Training, Tax Preparation, Internal Audit, Financial Statements, Corporate Tax, Income Tax, SEC filings, US GAAP, Tax Accounting, Cost Accounting
Education
Baldwin-Wallace College 2008 — 2010
Master of Business Administration (MBA), Accounting
Baldwin Wallace University 2003 — 2007
Bachelors, Accounting, Management, & Finance
Brunswick 2000 — 2003
Diploma, General Studies
Pica Marketing Group April 2008 - Present
ActiFi 2013 - September 2015
Plante & Moran, PLLC August 2010 - January 2012
Encore Consulting LLC November 2006 - December 2008
Merrill Lynch May 1997 - November 2006
Skills
Creative Concept..., Collaborative, Cross-functional Team..., Strategic Planning, Project Management, Public Speaking, Marketing Strategy, Management Consulting, Program Management, Event Planning, New Business Development, Team Leadership, Budget, Business Strategy, Marketing Communications, Customer Service, Media Relations, Team Building, Fundraising, Marketing, Coaching, Non-profits, Social Media
Education
Wayne State University 1999 — 2001
MBA, Business Adminstration
Central Michigan University 1990 — 1994
Bachelor, Finance & International Business
Trinity Christian College August 2015 - Present
Aon December 2012 - Present
BDO USA, LLP June 2011 - December 2012
Plante & Moran, PLLC January 2011 - May 2011
Corbett, Duncan & Hubly, P.C. January 2008 - January 2011
Skills
Transfer Pricing, Corporate Tax, Tax, Tax Compliance, Economics, Accounting, Tax Returns, Income Tax, Financial Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
MBA, Economics and Business Strategy, Graduated with distinction
Trinity Christian College 2004 — 2008
B.S., Accounting and Finance, Graduated summa cum laude
Kirkland & Ellis LLP September 2003 - Present
Dickinson Wright PLLC 2001 - 2002
Thomson-Shore, Inc. 2000 - 2001
Plante & Moran, PLLC 1997 - 2000
PricewaterhouseCoopers 1994 - 1997
Skills
Mergers & Acquisitions, Corporate Law, Private Equity, Corporate Governance, Securities Regulation, Joint Ventures, Due Diligence, Strategy, Legal Writing
Education
University of Michigan Law School 2001 — 2003
J.D., Law
D'Amore-McKim School of Business at Northeastern University 1993 — 1994
M.S., M.B.A., Accounting, Business Administration
Harvard University 1989 — 1993
A.B., Government
JPMorgan Chase & Co. September 2014 - Present
The Siegfried Group September 2013 - September 2014
Ernst & Young September 2010 - September 2013
Plante & Moran, PLLC June 2009 - August 2009
Cleveland Animal Protective League January 2008 - December 2008
Skills
Accounting, Audit, Financial Reporting, Excel, Auditing, Non-profits, Financial Accounting, Financial Analysis, Finance, Microsoft Office, US GAAP
Education
Baldwin Wallace University 2005 — 2010
MBA, BA, Accounting, Finance
Learfield Licensing Partners March 2015 - Present
Learfield Licensing Partners July 2014 - March 2015
Plante & Moran, PLLC August 2011 - July 2014
Heartland RV June 2010 - July 2010
Michigan City City Hall June 2008 - August 2009
Skills
Assurance, Auditing, GAAP, Financial Reporting, Accounting, Internal Controls, Tax, Tax Preparation, Microsoft Excel, Financial Analysis, CPA, Sarbanes-Oxley Act, US GAAP, Microsoft Word, External Audit, PowerPoint, Financial Accounting
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
Master's, Accountancy
Bethel College 2006 — 2010
Bachelor's, Accounting
Deloitte Consulting, LLP August 2015 - Present
Kelley School of Business July 2013 - May 2015
CenterPoint Energy May 2014 - August 2014
Plante & Moran, PLLC January 2011 - June 2013
Ehrhardt Keefe Steiner September 2009 - August 2011
McCall & Company CPAs, PLC December 2007 - September 2009
Huntington Bank August 2007 - December 2007
Foremost Insurance May 2007 - September 2007
Skills
GAAP, Accounting, Financial Statements, US GAAP, Financial Reporting, CPA, Internal Controls, Tax, Financial Modeling, Payroll
Education
Indiana University Bloomington 2013 — 2015
Master of Business Administration (M.B.A.)
Calvin College 2006 — 2009
Bachelor of Science, Accountancy
Michigan Office of the Auditor General July 2012 - Present
Central Michigan University June 2011 - August 2012
Plante & Moran, PLLC December 2010 - April 2011
Central Michigan University September 2009 - December 2010
Nanny Poppinz May 2010 - August 2010
Skills
Microsoft Office, SAP R/3, Microsoft Excel, Customer Service, Accounting, Auditing, Time Management, PowerPoint, Microsoft Word, Data Entry, Outlook, Research, Leadership
Education
Central Michigan University 2008 — 2012
BS in BA, Accounting, Finance
Plante Moran June 2012 - Present
Plante & Moran, PLLC 2007 - June 2012
Plante & Moran January 2006 - May 2006
Plante & Moran January 2004 - May 2004
Skills
CPA, GAAP, Financial Statements, Financial Reporting, Financial Accounting, ProSystem fx Tax, Tax Preparation, External Audit, Tax Accounting, Assurance, Internal Controls, Auditing, Corporate Tax, Tax, Accounting, US GAAP, Due Diligence
Education
Michigan State University 2006 — 2007
Master of Science, Accounting
Chulalongkorn University 2005 — 2006
Exchange Student, International Business
Michigan State University 2001 — 2006
Bachelor of Arts, Accounting
Sterling Heights High School
Bachelor's degree, General Studies
The Andersons, Inc. May 2014 - Present
Schmeltz & Bower CPAs November 2011 - Present
The Andersons, Inc. April 2012 - May 2014
Plante & Moran, PLLC January 2010 - November 2011
Gilmore, Jasion & Mahler Ltd. May 2008 - August 2008
Skills
Tax, Tax Preparation, CPA, Accounting, Corporate Tax, Income Tax, Financial Statements, Tax Research, Auditing, Financial Reporting, Tax Accounting, Consolidated Returns, Partnership Taxation, Multi-state tax returns, Continuous Improvement, Process Flow..., Personal Income Tax..., Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Accounting, Business Performance..., Tax Audit Representation, Continuous Process..., Dedication to..., Project Coordination, Written Communication, Software Implementation..., Tax Return Review, FIN 48, Internal Audit, Estate Planning, Small Business...
Education
Bowling Green State University 2008 — 2009
Masters of Accountancy, Taxation, 4.0
Bowling Green State University 2005 — 2008
Bachelor of Science in Business Administration, Accounting, 3.896
Plante Moran August 2012 - Present
Plante & Moran, PLLC June 2011 - August 2011
Saginaw Valley State University August 2009 - May 2011
Nexteer Automotive June 2010 - August 2010
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Lotus Notes, Tax Preparation, Accounts Payable, QuickBooks, Tax, GAAP, Financial Accounting, CPA, General Ledger, Financial Statements, Internal Controls, Tax Accounting, Income Tax, US GAAP
Education
Saginaw Valley State University 2008 — 2012
Bachelor of Professional Accountancy, Accounting
Albany State University 2007 — 2008
N/A, Accounting
West Bloomfield High School 2003 — 2006
Inteva Products June 2015 - Present
Plante Moran January 2013 - May 2015
Plante & Moran, PLLC January 2008 - December 2012
Plante & Moran, PLLC May 2006 - August 2006
First Miami Student Credit Union - Miami University August 2005 - May 2006
German, Russian, East Asian Language Department — Miami University August 2004 - May 2006
Toledo Sister Cities July 2001 - July 2002
Skills
Building client..., Engagement management, Supervising entry level..., Evaluating operation..., Internal control..., Plan and execute audit..., Multi-lingual abilities, International..., Cultural diversity..., Internal Controls, Team Building, Engagement Management, CRM, Auditing, CPA, Due Diligence, Assurance, Financial Statements, US GAAP, Accounting, Financial Reporting, GAAP, Tax
Education
関西国際大学 2006 — 2007
Bachelor, East Asian Studies
Miami University 2003 — 2007
Bachelor, Accountancy
Plante & Moran, PLLC January 2007 - Present
Boge, Wybenga & Bradley 2006 - 2006
Education
Central Michigan University 2006 — 2007
Ferris State University 2002 — 2006
BS, Accountancy
Bethel College August 2012 - Present
Plante & Moran, PLLC January 2011 - August 2012
Skills
ProSystem fx Tax, GAAP, Tax Preparation, Tax, Accounting, CPA, Financial Reporting, Corporate Tax, Tax Research, Partnership Taxation, General Ledger, Auditing, Financial Accounting
Education
Bethel College
Master of Business Administration (MBA)
Ferris State University
Bachelor of Business Administration (BBA), Accounting
Corr Training and Consulting, Inc September 2014 - Present
Action Benefits January 2012 - May 2014
Raytheon December 2010 - October 2011
ABC Warehouse August 2001 - December 2010
Plante & Moran, PLLC 2000 - 2001
Entech Personnel Services 1995 - 2001
Skills
Business Process, Business Process..., Process Improvement, Project Management, Training, Marketing, Customer Service, Program Management, Strategic Planning, Team Building
Education
Central Michigan University 1990 — 1993
BS, Public Administration
Edsel Ford
Edsel Ford
Harbor Capital Advisors July 2007 - December 2013
Robert Bosch LLC January 2004 - July 2007
Plante & Moran, PLLC October 2002 - December 2003
Rehmann January 1998 - October 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, GAAP, Financial Analysis, Accounting, Internal Audit, Internal Controls, Auditing, Mutual Funds
Education
Aquinas College 1993 — 1998
Lakeshore High School
Plante & Moran, PLLC August 2008 - Present
HHH CPA Group, LLC August 2005 - July 2008
Skills
Tax, Quickbooks, Accounting, Financial Reporting, Excel, Microsoft Office, Bookkeeping, Partnership Taxation, Tax Compliance, Income Tax, Corporate Tax, Manufacturing
Education
Bowling Green State University 2001 — 2005
Bachelor, Accounting
Focus Audits August 2015 - Present
AaSys Group, Inc. April 2015 - September 2015
GR Capital LLC October 2012 - March 2015
Calusa Bank July 2014 - December 2014
First Tennessee Bank January 2007 - August 2012
Northpointe Bank July 1998 - March 2006
Plante & Moran, PLLC June 1995 - June 1998
Skills
Banking, Credit, Loans, Commercial Lending, Credit Analysis, Commercial Banking, Underwriting, Mortgage Lending, Financial Analysis, Retail Banking, Finance, Risk Management, Strategic Planning, Leadership, Mergers & Acquisitions, Executive Management, Management, Due Diligence, Relationship Management, Business Development, Financial Services, Capital Markets, Loan Origination, Financial Institutions, Investments, Consumer Lending
Education
Grand Valley State University 1981 — 1984
MBA, Finance
Central Michigan University 1974 — 1978
Bachelors of Science, Business Administration, Accounting
Muskegon High School
Lane Bryant June 2015 - Present
The Limited July 2014 - June 2015
The Limited February 2012 - June 2014
Plante & Moran, PLLC January 2011 - February 2012
Plante & Moran, PLLC 2008 - 2010
Skills
Analysis, Management, Microsoft Excel, Hospitals, Accounting, Financial Analysis, Financial Reporting, PowerPoint, Auditing, Microsoft Office, Data Analysis, Microsoft Word, Access, Healthcare, Retail, Finance
Education
Capital University 2010 — 2012
Masters of Business Administration
Miami University 2005 — 2007
Master of Arts, Spanish
Miami University 2001 — 2005
Bachelor of Arts, Spanish
Miami University 2001 — 2005
Bachelor of Arts, International Studies
AmTrust Financial Services, Inc. (AFSI) April 2012 - Present
GrafTech International September 2010 - April 2012
Plante & Moran, PLLC June 2010 - October 2010
Plante & Moran August 2005 - June 2010
Owens Illinois, Inc 2003 - 2005
Skills
FIN 48, Transfer Pricing, Tax Accounting, Tax Returns, Financial Statements, International Tax, Corporate Tax, Tax, Income Tax, Foreign Tax Credit, CPA, FAS109, OneSource, Corporate Tax Planning, Accounting, Restructuring
Education
Bowling Green State University 1999 — 2005
Masters, Accounting
Property Resources, Inc May 2014 - Present
Plante & Moran, PLLC January 2011 - May 2014
Highpoint Real Estate & Development May 2004 - September 2010
Skills
CPA, GAAP, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Statements, Tax Preparation, Financial Accounting, US GAAP, Financial Analysis, Assurance, General Ledger, Tax Accounting, Internal Audit
Education
Calvin College 2006 — 2010
Bachelors, Accounting
Plante Moran December 2012 - Present
Webcam Daycare February 2003 - Present
Plante & Moran, PLLC January 2000 - Present
NBD January 1998 - October 1999
Dean Witter December 1995 - March 1997
Merrill Lynch February 1995 - December 1995
Skills
Sarbanes-Oxley Act, Sales, IT Audit, Management, Auditing, Accounting, IT Strategy, Financial Reporting, Process Improvement, Mergers & Acquisitions, Strategic Planning, Microsoft Office, Consulting, CPA, Financial Analysis, Leadership, Tax Preparation, Budgets, SharePoint, Tax, Microsoft Excel, Internal Controls, Human Resources, Disaster Recovery, Business Process..., Project Management, Internal Audit, GAAP, Information Technology, Financial Accounting
Education
Central Michigan University 1989 — 1994
BS. in B.A., Finance, Accounting
McLaren Oakland Foundation April 2014 - Present
Wines for Humanity October 2008 - Present
Aquent December 2008 - April 2014
Trinity Senior Living Communities October 2007 - September 2008
Plante & Moran, PLLC May 2003 - April 2007
St. Joseph Mercy Oakland 1992 - 2003
Detroit Medical Center 1985 - 1992
Detroit Medical Center 1985 - 1992
Skills
Marketing Strategy, Market Planning, Focus Groups, Marketing Communications, Public Relations, Marketing, Advertising, Strategic Planning, Event Planning, Event Management, Media Relations, Social Media Marketing, Social Media, New Business Development, Public Speaking, Budgets, Integrated Marketing, Internal Communications, Newsletters, Social Networking, Market Research, Editing, Lead Generation, Email Marketing, Recruiting, Facebook, Marketing Research, Direct Marketing, Press Releases, Online Advertising, Corporate Communications, Leadership, Digital Marketing, Strategic Communications, Management, Direct Mail, Fundraising, Account Management, Sales, Project Management, Online Marketing, Competitive Analysis, Trade Shows, Nonprofits, Brand Development, Brand Management, Marketing Management
Education
Central Michigan University
Master of Arts (M.A.), Business Management
University of Dayton
B.S. Business Adminstration, Marketing
Walsh College of Accountancy and Business Administration
Plante & Moran, PLLC 2001 - Present
Healthcare Financial Consulting 1998 - 2001
HCA 1997 - 1998
Tenet Healthcare 1996 - 1997
Behavioral Health Resources 1994 - 1996
Irvine Regional Hospital 1988 - 1993
Bay Harbor Hospital 1986 - 1988
Comprehensive Care Corporation 1983 - 1986
Skills
Financial Feasibility, Decision Support, Healthcare, Performance Improvement, Strategic Planning, Capital Projects, Hospitals, Healthcare IT, Revenue Cycle, Ambulatory, Healthcare Consulting, Debt, Healthcare Management, Managed Care, Mergers, Equities, Health, Clinics, Medicare, EHR, Acute Care, Budgeting, Healthcare Information..., Team Building, Hospital Operations, Restructuring, Product Development, Process Improvement, Forecasting, Financial Modeling, New Business Development, P&L Management, Operations Management, Organizational..., Mezzanine, Inpatient, Budgets, Mergers & Acquisitions, Analysis, Auditing, Accounting, Medicaid, Policy, Financial Statements, Feasibility Studies, Finance, CPA, HIPAA, Cost Accounting, Healthcare Industry
Education
University of Phoenix 1996 — 2000
BUS, Business
California State University-Long Beach - College of Business Administration
Plante & Moran, PLLC January 2011 - Present
Skills
Tax, CPA, Tax Preparation, Corporate Tax, GAAP, Tax Research, Tax Accounting, Income Tax, Partnership Taxation, Accounting, Tax Returns, Auditing, Financial Statements, US GAAP
Education
University of Toledo 2009 — 2011
Master's degree, Accounting
Bowling Green State University 1998 — 2002
Bachelor of Arts (B.A.), Philosophy
St Francis de sales
Guardian Industries January 2012 - Present
PriceWaterhouse Coopers August 2010 - January 2012
Plante & Moran, PLLC January 2010 - April 2010
Delphi September 2008 - December 2009
Education
Bob Jones University 2004 — 2008
Bachelor's, Accounting
Riveron Consulting November 2013 - Present
Deloitte & Touche LLP July 2011 - November 2013
Plante & Moran, PLLC December 2009 - July 2011
Plante & Moran 2008 - 2008
Plante & Moran 2007 - 2007
Skills
Mergers & Acquisitions, Financial Analysis, Financial Due Diligence, Divestitures, Financial Reporting, US GAAP, Financial Modeling
Education
Central Michigan University 2008 — 2009
M.B.A
Central Michigan University 2004 — 2008
B.S.B.A, Accounting
Sherman Capital Markets September 2014 - Present
Dixon Hughes Goodman LLP August 2008 - September 2014
Mazars UK 2013 - 2013
Mazars Nederland 2013 - 2013
E & Y May 2007 - August 2007
Plante & Moran, PLLC May 2006 - August 2006
Skills
Tax, Corporate Tax
Education
Michigan State University 2003 — 2007
Bachelors, Accounting
College of Charleston 2007 — 2008
Masters, Accounting
Plante & Moran, PLLC January 2003 - Present
Ferndale Recreation 2010 - 2010
Professional LIfe Underwriters November 1993 - January 2003
Education
Central Michigan University 1995 — 1997
BS, Organizational Administration
Ferndale high school
NUMBERS Professional Accounting September 2009 - Present
R&B Tax Consultants March 2006 - August 2009
Bayco Management Company 2008 - 2009
Great Expressions Dental Centers 2006 - 2008
Plante & Moran, PLLC 2005 - 2006
Skills
Tax, Accounting, Budgets, QuickBooks, CPA, Nonprofits, Tax Preparation, Microsoft Excel, Small Business, Corporate Tax, GAAP, Tax Accounting, Tax Research, Nonprofit, Bank Secrecy Act, Anti Money Laundering, Partnership Taxation, Tax Returns, Income Tax, Financial Accounting
Education
Oakland University 2003 — 2005
MAcc
Oakland Community College 1997 — 2004
Albion College 1987 — 1991
BA
Lahser High School 1983 — 1987
Continental Automotive Systems March 2007 - Present
Continental Automotive Systems March 2007 - March 2010
Plante & Moran, PLLC 2005 - 2007
Skills
Lotus Notes, System Administration
Education
Davenport University 1996 — 2000
BS, Information Technology
CST Training
Plante & Moran, PLLC August 2006 - Present
Plante & Moran, PLLC December 2009 - Present
Plante and Moran August 2006 - Present
Flint Group May 2005 - August 2005
Skills
Tax, Manufacturing, Forensic Analysis, Accounting, Financial Reporting, Auditing, Financial Analysis, Internal Controls, GAAP, CPA, General Ledger, Sarbanes-Oxley Act
Education
Albion College 2002 — 2006
B.A., Economics and Management
VA Enterprises, LLC May 2012 - Present
Plante & Moran, PLLC August 2006 - May 2012
Education
Calvin College 2002 — 2006
Bachelors, Public Accountancy
Plante & Moran, PLLC August 2004 - Present
Skills
Data Analysis, Project Management, Healthcare Consulting, Healthcare, Hospitals, Healthcare Management, Healthcare Information..., Decision Support, Financial Reporting, Financial Analysis, Consulting, Process Improvement, Management Consulting, Strategic Planning, Medicaid, EPSi Implementation, EPSi Consulting, Integration
Education
Central Michigan University
Bachelor’s Degree
Charlotte High School
Plante & Moran, PLLC March 2006 - Present
Plante & Moran, PLLC September 2005 - March 2006
Skills
Onboarding, Applicant Tracking..., Talent Acquisition, Employee Benefits, College Recruiting, Human Resources, Employee Relations, HRIS, Management, Recruiting, Benefits Administration
Education
Central Michigan University 2001 — 2005
BSBA, Human Resources
Pfizer Pharmaceuticals August 2007 - Present
JC Communities October 2004 - July 2007
JC Communities March 1997 - October 2004
Plante & Moran, PLLC January 1996 - March 1997
Skills
Cardiology, Sales, Urology, Product Launch, Sales Effectiveness, Pharmaceutical Sales
Education
Walsh College 2010 — 2013
MBA, Business Administration
Central Michigan University 1991 — 1995
BBA, Accounting
Plante & Moran, PLLC September 2011 - Present
Hostar International, Inc. March 2007 - October 2010
City of Seven Hills January 2006 - March 2007
SMG January 2004 - January 2006
BigShow @ Bleau October 2002 - January 2004
Skills
Accounting, Marketing, Mergers, Strategy, Strategic Planning, Sales Operations, Management, Newsletters, Budgets, Event Management, Team Leadership, Auditing, Sales, Event Planning, Leadership
Education
Baldwin Wallace University 1998 — 2002
Padua
Plante & Moran, PLLC January 2008 - Present
McCall & Company, PLLC January 2006 - December 2007
Skills
GAAP, Tax, Accounting, Internal Controls, Financial Reporting, CPA, Auditing, Financial Statements, Tax Preparation, SEC Filings
Education
Calvin College 2003 — 2007
Ford Motor Company April 2015 - Present
Ford Motor Company January 2013 - Present
Plante & Moran, PLLC January 2011 - January 2013
Ford Motor Company May 1998 - December 2006
Skills
Auditing, Financial Reporting, Assurance, Financial Statements, Internal Controls, Performance Management, Succession Planning
Education
University of Michigan-Dearborn 2009 — 2012
MBA, Management
Davenport University 2005 — 2009
Bachelor of Business Administration, Accounting Information Management
Loberg, Miki & O'Brien, LLP February 2011 - Present
O'Brien Accounting & Tax Services, LLC September 2010 - December 2010
Plante & Moran, PLLC May 2005 - August 2010
Gleason, Sklar, Sawyers & Cumpata August 1996 - May 2005
Berger Goldstien & Associates August 1991 - August 1996
Friedman, Eisenstien, Raemer & Schwartz 1985 - 1990
Skills
Tax, CPA, Accounting, Tax Preparation, GAAP, Auditing, Financial Reporting, Due Diligence, Corporate Tax, Income Tax, Financial Analysis, Internal Controls, Assurance, Partnership Taxation, Financial Accounting, Cash Flow Forecasting, Mergers & Acquisitions, Cash Flow, Real Estate Transactions, QuickBooks, Finance, Real Estate, Tax Accounting
Education
Boston College 1984 — 1985
Degree not finished, Classes toward Masters of Business
Northern Illinois University 1979 — 1980
Bachelors, Accounting
Independent July 2008 - Present
Plante & Moran, PLLC August 1996 - July 2008
National Bank of Detroit 1985 - 1996
Macomb Community College February 1983 - March 1986
Johnson O'Connor Research Foundation September 1972 - December 1982
Skills
Organizational..., Training, Workshop Facilitation, Leadership Development, Team Building, Customer Service, Executive Coaching, Staff Development, Curriculum Design, Change Management, Instructional Design, Program Management, Curriculum Development, Nonprofits, Blended Learning, Analysis, Coaching, Needs Analysis, Performance Management, Leadership, Career Development, Cross-functional Team..., Budgets, Mergers & Acquisitions, Consulting, Management Consulting, Strategic Planning, Strategy, Editing
Education
Central Michigan University 1983 — 1985
MA, Management
Monteith College, Wayne State University 1967 — 1971
Bachelor of Philosophy
Plante & Moran, PLLC 1986 - Present
Skills
Tax, Tax Preparation, Auditing, Finance, Accounting, Tax Returns, CPA, Employee Benefits
Education
Aquinas College 1982 — 1986
Bachelors, Accounting, Business
GE Aviation September 2015 - Present
EY July 2013 - September 2015
Wolverine World Wide May 2012 - December 2012
Plante & Moran, PLLC June 2011 - August 2011
Aquinas College May 2010 - May 2011
Van Andel Institute June 2010 - August 2010
Skills
Accounting, Tax Returns, Auditing, Legal Compliance, Government Communication, Government Accounting, Nonprofit Technology, Non-profits, Government Auditing, Web Design, Spanish-speaking, Spanish-English, Calculus, Team Leadership, Strategic Leadership, Business Planning, Business Analysis, Business Strategy, Bookkeeping, Confidentiality, Integrity, Marketing, Intercollegiate..., Financial Accounting, Cost Accounting, Forensic Accounting, Management Accounting, Adobe Acrobat, Microsoft Office, Internal Audit, Nonprofits, QuickBooks, Peachtree, Time Management, Tax, Finance, GAAP, CPA
Education
Aquinas College 2008 — 2012
Bachelor of Science in Business Administration (BSBA), Accounting and Business Administration Dual Major
Wayland Union High School 2004 — 2008
Kelly Services June 2015 - Present
PulteGroup May 2014 - May 2015
PulteGroup July 2011 - May 2014
PulteGroup March 2010 - July 2011
Plante & Moran, PLLC January 2007 - March 2010
Plante & Moran, PLLC June 2006 - August 2006
Skills
CPA, Tax, Auditing, Accounting, Financial Reporting, Account Reconciliation, Budgets, Sarbanes-Oxley Act, Internal Controls, Journal Entries, US GAAP, Analysis, General Ledger, GAAP, Internal Audit
Education
Central Michigan University 2002 — 2006
Bachelor of Science in Business Administration, Accounting/Finance
Plante & Moran, PLLC October 2013 - Present
Plante Moran December 2003 - October 2013
Skills
Performance Management, Staff Utilization, Process Improvement, Management, Internal Controls, Microsoft Office..., Event Planning, Budget Monitoring, Staff Development, Time Management, Mentoring Of Staff, Workforce Planning, Human Resources
Education
Davenport University
BBA, Business Management
Plante & Moran, PLLC August 2010 - Present
Plante Moran June 2009 - August 2009
O.I.L. Energy Corp. May 2008 - August 2008
Skills
CPA, Accounting, Tax, GAAP, Tax Preparation, Tax Returns, Corporate Tax, Microsoft Excel, Finance
Education
Central Michigan University 2005 — 2010
B.S. in B.A., Accounting, Finance, Economics
EY June 2015 - Present
KPMG US June 2014 - June 2015
Plante Moran August 2012 - May 2014
Plante & Moran, PLLC August 2011 - October 2011
Plante & Moran, PLLC January 2011 - April 2011
Skills
Tax Preparation, CPA, Financial Reporting, Accounting, Fixed Assets, Accruals, Tax, Corporations, S Corporations, Partnerships, State and local tax, Tax Returns, State Tax
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Masters of Accountancy, Accounting
Case Western Reserve University 2007 — 2012
B.S., Accounting
Plante & Moran, PLLC August 2014 - Present
Tacoma Public Utilities December 2012 - August 2014
Pacific Technologies, Inc March 2007 - September 2012
Isaak Associates January 2005 - March 2007
Washington State Association of Counties 2003 - 2004
Sterling Associates, LLP 2001 - 2003
Miralto Consulting 1999 - 2001
The Warner Group/Gartner Consulting 1994 - 1997
Skills
Public Sector Consulting, Strategic Technology..., Feasibility Studies, Procurement, Government Procurement, Contract Negotiation, Quality Assurance, Project Management, Cost-benefit analysis, Requirements Analysis, Business Process..., Strategic Communications, Business Development, Mediation, Training, Workshop Facilitation, Portfolio Management, Software Procurement, Executive Facilitation, Public Facilitation, Best Practices, Survey Design, Management, Strategic Planning, IT Strategy, Leadership, Program Management, Business Process, Strategy, Change Management, Consulting, Cost Benefit, Government, Process Improvement, Business Process..., Facilitators, Policy, Analysis
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Public/Not-for-Profit Management, Management Communications
Claremont McKenna College 1990 — 1994
BA, Policy & Organizational Studies/Sociology
Richland High School 1986 — 1990
The Koza Group, LLC November 2011 - Present
DePaul University April 2007 - Present
McGladrey November 2005 - November 2011
Plante & Moran, PLLC November 2000 - November 2006
Gleason, Sklar, Sawyers & Cumpata 2000 - 2006
Ernst & Young June 1999 - November 2000
Jones Lang LaSalle August 1997 - June 1999
KPMG December 1995 - August 1997
Skills
Income Tax, Tax, Tax Accounting, CPA, Partnership Taxation, Tax Research, Tax Preparation, Accounting, Tax Returns, Auditing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MST, Taxation
LightHouse Brands, LLC December 2013 - Present
Plante & Moran, PLLC August 2010 - December 2013
Skills
Tax Compliance, Corporate Tax, Audit, Accounting, Tax Accounting
Education
Bowling Green State University 2009 — 2010
Master, Accounting
Bohemian Companies November 2014 - Present
Plante Moran January 2012 - October 2014
Plante & Moran, PLLC June 2011 - August 2011
Van Andel Institute May 2010 - May 2011
Davenport University February 2009 - May 2010
Skills
Accounting, Auditing, Financial Statements, GAAP, Financial Reporting, Microsoft Excel, Tax, Financial Accounting, Financial Analysis, Microsoft Office, Internal Controls, Budgets, Tax Preparation, Tax Returns, Bank Reconciliation, Account Reconciliation, Nonprofits, Journal Entries, General Ledger, PowerPoint, Financial Audits, Corporate Finance, Assurance, Finance, US GAAP, Accounts Payable, Internal Audit
Education
Davenport University 2008 — 2011
MBA/BBA, Honor's Professional Accountancy Program
Plante & Moran, PLLC July 2011 - Present
Baker Tilly Virchow Krause, LLP January 2009 - July 2011
Skills
Tax Preparation, Tax, Tax Accounting, GAAP, CPA, Income Tax, Tax Research, Accounting
Education
Central Michigan University 2004 — 2008
BSBA, Accounting
Central Michign University 2004 — 2008
Bachelor's degree - Business Administration - Accounting, Accounting
Plante Moran October 2013 - Present
Plante & Moran, PLLC June 2002 - September 2013
Plante & Moran May 1998 - March 2002
Plante & Moran March 1988 - May 1998
BNR 1984 - 1988
Townsend & Bottum 1978 - 1983
Skills
Auditing, Internal Controls, Employee Training, Compliance, Training, Human Resource Planning, Accounting, Management, Management Consulting, Consulting, Change Management, Human Resources, Personnel Management, Policy, Project Management, Financial Reporting, Microsoft Excel, Customer Service
Education
Central Michigan University 2009 — 2010
Masters, HR Administration
Central Michigan University
Bachelor of Science, Business Administration
Lisa M January 2008 - Present
Plante & Moran, PLLC January 2002 - May 2007
Skills
Taxation, Quickbooks Pro, ProSystem FX, Pro Series, Microsoft Office, Peachtree, Bookkeeping, General Financial..., Drake, Tax
Education
Davenport University
Bachelor, Accounting
Deloitte August 2015 - Present
Ayar Law Group Tax Law Firm May 2014 - August 2014
Ayar Law Group Tax Law Firm June 2013 - August 2013
Dixie Marathon January 2011 - August 2012
Food Castle Supermarket January 2011 - August 2012
Alkamano & Associates, CPA September 2011 - April 2012
Plante & Moran, PLLC January 2011 - April 2011
Dixie Marathon June 2005 - December 2010
Food Castle June 2004 - December 2010
Alkamano & Associates, CPA 2009 - 2009
Skills
US GAAP, Tax Preparation, Sarbanes-Oxley Act, Financial Statements, Customer Service, Financial Accounting, Internal Controls, Financial Reporting
Education
Boston College Law School 2012 — 2015
Doctor of Law (J.D.), Law
Oakland University 2010 — 2011
Master of Accounting (MAcc), Accounting
Oakland University 2005 — 2010
Bachelor of Science (B.S.), Accounting
Plante Moran January 2011 - Present
Plante & Moran, PLLC January 2010 - April 2010
Skills
Tax Preparation, GAAP, Corporate Tax, Financial Reporting, Microsoft Excel, Tax, Accounting, Income Tax
Education
Central Michigan University 2005 — 2010
BS in BA, Accounting
Romeo Community Schools July 2011 - Present
Romeo Community Schools October 2010 - June 2011
Plante & Moran, PLLC May 2003 - December 2009
Education
Central Michigan University 2010 — 2010
Teaching Certificate, Secondary Education, Mathematics
Central Michigan University 1999 — 2003
B.S., Mathematics
Blue & Co., LLC February 2014 - Present
Stanley Black & Decker, Inc. September 2013 - February 2014
Ernst & Young August 2011 - September 2013
Plante & Moran, PLLC January 2010 - July 2011
Bowling Green State University September 2009 - December 2009
Alpha Sigma Phi 2004 - 2009
Bowling Green State University 2004 - 2009
Skills
Financial Analysis, Accounting, Auditing, Internal Controls, Financial Statement..., Carve-out Financial..., Healthcare Analytics, Internal Audit, US GAAP, Hospital Revenue Cycle, Financial Reporting, Financial Statements
Education
Xavier University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bowling Green State University 2008 — 2009
MAcc, Accounting, 3.7
Bowling Green State University 2004 — 2008
BSBA, Business, 3.6
Moore Stephens Lovelace February 2015 - Present
Plante Moran July 2014 - Present
Plante Moran January 2007 - June 2014
Plante & Moran, PLLC January 1998 - December 2006
Plante & Moran, PLLC January 1996 - January 1998
Skills
Medicaid, Budgeting, Financial Analysis, Management Consulting, Due Diligence, Medicare, Financial Modeling, Healthcare Management, Healthcare, Compliance, Long Term Care, Accounting, Strategic Planning, Non-profits, Process Improvement, Staff Development, Contract Negotiation, Financial Reporting, Administration, Mergers, Home Care, Operations Management, New Business Development, Excel, Problem Solving, PowerPoint, Financial Planning, Managed Care, HIPAA, Change Management, Business Planning, Budgets, Analysis, Auditing, GAAP, CPA, Healthcare Industry, Healthcare Consulting, Internal Controls, Management, Long-term Care, Microsoft Excel, Mergers & Acquisitions, Program Management, Nonprofits, Sarbanes-Oxley Act, Revenue Cycle, Training, Strategic Financial..., US GAAP
Education
Franklin University 2005 — 2007
MBA, Finance, 3.95
Capital University 1992 — 1995
Bachelor of Arts (BA), Accounting, 3.75
Plante Moran January 2012 - Present
Plante & Moran, PLLC January 2010 - December 2011
Plante & Moran August 2002 - December 2009
Education
Walsh College of Accountancy and Business Administration 2010 — 2012
Master's degree, Taxation
Alma College 1998 — 2002
Bachelor of Arts, Business Administration
Tata Consultancy Services August 2011 - Present
Plante & Moran, PLLC September 1998 - July 2011
B Graphic Design Group January 1996 - January 2000
Renaissance Unity May 1996 - September 1998
Easy Design May 1995 - May 1996
Schoolcraft College May 1994 - May 1996
Skills
SharePoint, SharePoint Designer, InfoPath, Information Architecture, Portals, Web Content Management, Knowledge Management, Requirements Analysis, IIS, Content Management, Information Technology, Web Development, Document Management, Workflow Applications, Microsoft Technologies, SSRS, Workflow Solutions, Nintex Workflow, Nintex Forms, K2, System Deployment, Taxonomy, Solution Architecture, Collaboration Solutions, Enterprise Search, Microsoft Office..., Enterprise Architecture, SharePoint Server, Yammer, Intranet Strategy, Intranet, Taxonomy Development, Communities Of Practice, Interwoven, Quest Migration Manager, Metalogix Migration..., Vendor Management
Education
William Tyndale College 2000 — 2004
Information Technology
Schoolcraft College 1994 — 1996
AAS, Computer Graphics Technologies
College for Creative Studies
Dixon Hughes Goodman LLP August 2015 - Present
Plante & Moran, PLLC August 2011 - July 2015
ThyssenKrupp June 2010 - August 2010
Skills
Income Tax, Microsoft Office, Tax, Auditing, General Ledger, Assurance, GAAP, Financial Accounting, CPA, Financial Statements
Education
Calvin College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Plante Moran Financial Advisors January 2013 - Present
Plante Moran Financial Advisors January 2008 - January 2013
P&M Corporate Finance 2005 - 2007
Plante & Moran, PLLC July 2003 - December 2005
IBM Global Business Services October 2002 - July 2003
PricewaterhouseCoopers May 2001 - October 2002
Helmerich & Payne June 2000 - May 2001
Education
Oral Roberts University 1999 — 2001
MBA, Finance & Accounting
Wayne State University 1995 — 1997
BA, French
Central Michigan University 1993 — 1994
Tangerine Promotions March 2015 - Present
Tangerine Promotions June 2013 - March 2015
Plante & Moran, PLLC July 2011 - June 2013
Plante Moran January 2010 - June 2011
Equity Office Properties Trust December 2008 - April 2009
Equity Office Properties Trust June 2008 - September 2008
Skills
GAAP, Auditing, Financial Reporting, Accounting, Tax, Financial Statements, Internal Controls, Financial Accounting, CPA, SEC filings, Sarbanes-Oxley Act, Assurance, Tax Preparation, Financial Analysis, General Ledger, QuickBooks, Corporate Tax, Internal Audit, Tax Accounting, Due Diligence
Education
DePaul University 2007 — 2009
B.A., Accounting
University of Iowa 2002 — 2007
B.A., Communications
Elek & Noss CPA's May 2000 - Present
Service 1st Payroll October 2009 - Present
Plante & Moran, PLLC 1995 - 2000
Skills
Tax, Small Business, Strategic Planning, Finance, Event Planning, Budgets, Auditing, Corporate Tax, QuickBooks, Accounting, Financial Reporting, General Ledger, Financial Analysis, Financial Accounting, Internal Controls, Due Diligence, Strategic Financial..., Financial Statements, Managerial Finance, Accounts Payable, Estate Planning, Business Strategy, Tax Research, Tax Accounting, Start-ups, Tax Returns, Tax Preparation, GAAP, CPA, Financial Planning
Education
Baldwin Wallace University
BA, Accounting
R&A CPAs November 2014 - Present
J.W. Hunt and Company, LLP January 2013 - July 2014
PwC - Virtual Business Office December 2012 - December 2012
Plante & Moran, PLLC August 2011 - August 2012
Bowling Green State University August 2010 - June 2011
Bowling Green State University May 2010 - June 2011
Bowling Green State University August 2008 - October 2010
Bowling Green State University October 2009 - May 2010
Weber O'Brien, Ltd February 2009 - April 2009
Bowling Green State University August 2007 - May 2008
Skills
Accounting, Non-profits, Tax, Microsoft Excel, Auditing
Education
Bowling Green State University 2010 — 2011
Master of Accountancy, Tax Specialization
Bowling Green State University 2006 — 2010
Bachelor of Science in Business Administration, Accounting; Spanish minor
La Escuela Universitaria Cardenal Cisneros Universidad de Alcala 2008 — 2008
Spanish
Universidad Veracruzana 2008 — 2008
International Relations and Affairs
Clear Fork High School 2002 — 2006
High School Diploma
Plante & Moran, PLLC June 2001 - Present
Schnepp Health Care Center 1997 - 2000
Skills
Accounting, Tax Returns, Tax Compliance, Tax Return Preparation, Federal Tax, Income Tax, Gift Tax, Individual Taxation, Tax Preparation, Tax
Education
Central Michigan University 1997 — 2001
Bachelor of Science in Business Administration, Accounting
Bober Markey Fedorovich February 2015 - Present
Grant Thornton LLP August 2013 - January 2015
Bober Markey Fedorovich & Co. December 2009 - August 2013
Plante & Moran, PLLC January 1997 - December 2009
Skills
CPA, Corporate Tax, Tax, Accounting, Financial Reporting, Investments, Management, Auditing, Financial Accounting, Tax Research, Income Tax, Tax Accounting
Education
Baldwin Wallace University 1993 — 1997
Accounting
Valicor, Inc. (Formerly United Solutions, Inc.) August 2012 - Present
Plante & Moran, PLLC January 2009 - August 2012
Academy School District 20 October 2004 - May 2007
Skills
Accounting, Auditing, CPA, Internal Controls, GAAP, Tax Preparation, Financial Accounting, Assurance, Corporate Tax, Financial Statements, General Ledger, US GAAP, Project Accounting, Microsoft Dynamics GP
Education
Eastern Michigan University 2007 — 2008
MSA, Accounting
Albion College 2000 — 2004
B.A., English, Secondary Education
Beacon College August 2015 - Present
Sustained Dialogue Institue 2002 - Present
Charles F Kettering Foundation April 2000 - Present
Foundation Financial Officers Group 2000 - 2013
Franklin Pierce University 1997 - 2000
Olivet College 1991 - 1997
Plante & Moran, PLLC 1989 - 1991
Hertz 1984 - 1989
Skills
Human Resources, Strategic Planning, Management, Finance, Project Planning, Portfolio Management, Project Management, Budgets, Investments, Financial Analysis, Nonprofits, Leadership, Analysis, Accounting, Data Analysis, Auditing, Fundraising, Public Speaking, Financial Reporting, Research, Leadership Development, Tax, Risk Management
Education
Harvard Business School Executive Education 1999 — 2000
Antioch University New England 1998 — 2000
Master of Science, Organization Management
Western Michigan University 1997 — 1999
Olivet College 1980 — 1984
BA, Accounting and Finance
St. Philip 1968 — 1980
Plante & Moran, PLLC January 1990 - Present
Skills
Auditing, Accounting, Manufacturing, Financial Reporting, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Assurance, Financial Analysis, Private Equity, Mergers & Acquisitions, Benchmarking, IFRS
Education
Bowling Green State University 1986 — 1990
Bachelors of Science, Accounting
St. Edward High School 1981 — 1985
Deloitte September 2011 - Present
University of Denver June 2010 - September 2011
Plante & Moran, PLLC January 2010 - April 2010
American Seating Company May 2009 - August 2009
Calvin College August 2008 - July 2009
Skills
Accounting, Auditing, GAAP, GAAS, Big 4, Excel, Word, PowerPoint, Outlook, Social Media
Education
University of Denver - Daniels College of Business 2010 — 2011
Graduate, Accounting
Grand Valley State University 2010 — 2010
Accounting
Calvin College 2006 — 2010
BS, Accounting
Tri-unity Christian School 2002 — 2006
High School
Plante & Moran, PLLC August 2006 - Present
Pomeroy IT Solutions 2005 - 2006
Columbia Sussex Corp 2001 - 2005
Procter & Gamble 1997 - 2000
Monroe Shine & Co., Inc. 1996 - 1997
Skills
CPA, Financial Planners, Cost Segregation, Accounting, Tax, Financial Reporting, Tax Accounting, Tax Advisory, Tax Returns, Financial Analysis, Sarbanes-Oxley Act, GAAP, Finance, Small Business, Tax Research, Corporate Tax, Income Tax
Education
Concordia University-Irvine 1993 — 1996
Bachelors of Science, Business-Accounting
Plante & Moran, PLLC October 1994 - Present
Malcolm Baldrige National Quality Award 1994 - 1999
Invetech 1990 - 1994
BASF 1976 - 1990
Skills
Workshop Facilitation, Consolidation, Business Process..., Process Improvement, Six Sigma, Cross-functional Team..., Quality Management, Business Analysis, Data Analysis, Program Management, Organizational..., Manufacturing, Business Process, Leadership, Automotive, Performance Improvement, Management, Restructuring, Lean Manufacturing, Management Consulting, Strategy, Turn Around Management, Change Management, Mergers & Acquisitions, Consulting, Operational Excellence
Education
Central Michigan University 1972 — 1976
Masters or Science
Cass Tech 1968 — 1971
InsightActionProfits, LLC 2013 - Present
Heroux-Devtek 2013 - 2014
Ernst & Young Global Services -- IT Services 2012 - 2013
Ross Environmental Services 2010 - 2012
Jiffy Products of America 2004 - 2009
Stout Risius Ross 2002 - 2003
Focus: HOPE 2002 - 2002
Plante & Moran, PLLC 2001 - 2002
Cosmos L'Espace -- Studios and Advertising Production (Paris, France) 1988 - 1995
Skills
Forecasting, Financial Modeling, Financial Analysis, Internal Controls, Financial Reporting, Process Improvement, Cash Flow, Auditing, Strategy, ERP, Strategic Planning, Variance Analysis, Risk Management, Business Planning, Business Strategy, Negotiation, Management Consulting, Management, Financial Risk, Leadership, Analysis, Managerial Finance, Acquisition Integration, Product Development, New Business Development, Strategic Financial..., Business Analysis, Mergers & Acquisitions, Finance, Restructuring, Valuation, Business Intelligence, Project Planning, Cross-functional Team..., Due Diligence, Program Management, Business Process..., Sarbanes-Oxley Act, Private Equity, Banking, General Ledger, Cost Accounting
Education
Case Western Reserve University - Weatherhead School of Management 2007 — 2007
Non-Degree Program, Law
Cleveland State University 2006 — 2006
Graduate Studies, Accounting
Walsh College of Accountancy and Business Administration 2003 — 2003
M.S., Accounting
Indiana University - Kelley School of Business 1999 — 2001
M.B.A., Finance
University of Michigan 1996 — 1999
B.A., Economics
Alliance Française 1987 — 1988
University Level Equivalency, French
Hagerty Insurance August 2011 - Present
Plante & Moran, PLLC 2004 - August 2011
Skills
Financial Reporting, GAAP, Auditing, Accounting, Tax, CPA, Corporate Tax, Financial Statements, Financial Accounting, Tax Preparation, Partnership Taxation, Tax Research
Education
Aquinas College 2000 — 2005
BSBA, Accounting, Business, and Mathematics
Plante & Moran, PLLC January 2011 - Present
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Time Management, Access, Social Media, Microsoft Office
Education
Columbus State Community College 2004 — 2008
Associate of Arts (A.A.)
Whirlpool Corporation May 2011 - Present
Whirlpool Corporation February 2010 - May 2011
Whirlpool Corporation May 2009 - March 2010
Plante & Moran 1995 - May 2009
Plante & Moran, PLLC 2005 - 2009
Skills
Accounting, Tax, Tax Preparation, Auditing, Financial Reporting, CPA, Internal Audit, Cash Flow, Microsoft Excel, Nonprofits, Account Reconciliation, Finance, Cash Management, Fixed Assets, SEC filings, GAAP, Consolidation, Variance Analysis, US GAAP, Financial Statements, Sarbanes-Oxley Act, Financial Accounting, Cost Accounting, Budgets, Tax Returns, Corporate Tax, Tax Accounting, Cash Flow Forecasting, Financial Audits, Sarbanes-Oxley
Education
Andrews University 1987 — 1993
BA & MBA, Economics and Accounting
Valuation Advisors, LLC DirectorLandini, Reed and Dawson, P. C.December 2010 - January 2012
Grant Thornton, LLP May 2008 - March 2011
Plante & Moran, PLLC 1999 - 2008
Skills
Valuation, Intangible Assets, Fair Value, Purchase Price..., Business Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Finance, GAAP
Education
Central Michigan University
Bachelor of Science (BS), Accounting and Business/Management
Wayne State University
MBA, Finance, General
Plante & Moran January 2006 - Present
Plante & Moran, PLLC 2006 - Present
Education
Bowling Green State University 2001 — 2005
Bachelor's, Accounting and Finance
M&K Truck Centers January 2015 - Present
Plante Moran July 2013 - January 2015
Plante & Moran, PLLC August 2008 - June 2013
McCall & Company, PLC February 2007 - July 2008
Kopian Painting, LLC June 2004 - September 2006
Skills
Accounting, GAAP, CPA, Tax, Auditing, Internal Controls, US GAAP, Tax Preparation, SEC filings, Financial Statements, Microsoft Excel
Education
Calvin College 2003 — 2008
Bachelor of Science, Public Accounting
Calvin College
Plante & Moran, PLLC April 2011 - Present
P&M Corporate Finance April 2009 - April 2011
P&M Corporate Finance May 2007 - April 2011
Woodward Capital Advisors June 1999 - May 2007
Education
Albion College 1995 — 1999
The Dow Chemical Company March 2013 - Present
The Dow Chemical Company January 2011 - March 2013
The Dow Chemical Company July 2007 - December 2010
The Dow Chemical Company October 2004 - June 2007
Plante & Moran, PLLC October 1998 - September 2004
Andrews Hooper & Pavlik PLC September 1996 - September 1998
Skills
Auditing, Accounting, Manufacturing, Forecasting, Financial Reporting, Budgeting, Audit, Internal Controls, Internal Audit, SAP, Budgets, US GAAP, Finance, Management
Education
Alma College 1992 — 1996
Bachelors, Business Administration with emphasis in Accounting
Lutheran Homes Society, Inc. April 2011 - Present
Gilmore, Jasion & Mahler June 2005 - January 2011
Plante & Moran, PLLC 1994 - 2005
Education
Bowling Green State University 1989 — 1993
Plante & Moran January 1990 - Present
Plante & Moran, PLLC 1990 - Present
Skills
Trusts, Strategic Planning, Financial Analysis, Tax, High Net Worth..., Auditing, CPA, Estate Planning, Tax Law, Mergers & Acquisitions, Tax Preparation, Accounting, Corporate Tax, Internal Audit, Financial Reporting, Assurance, Real Estate, GAAP, Due Diligence, Business Development
Education
Central Michigan University 1985 — 1989
Sprock Capital Advisory LLC April 2008 - Present
Plante & Moran, PLLC July 2002 - April 2008
Happy Valet Franchise, LLC September 2005 - October 2006
Plante & Moran, PLLC September 1999 - July 2002
Skills
CPA, CIRA, SEC filings, Due Diligence, Mergers & Acquisitions, Auditing, Accounting, Finance, Analysis, Management Consulting, Internal Controls, Business Valuation, Start-ups, Private Equity, Financial Modeling
Education
Bowling Green State University 1996 — 1999
BSBA, Accounting
University of Dayton 1994 — 1996
Constance A. Casselton, CPA January 2009 - Present
The Velvel Group, LLC June 2009 - February 2014
Guardian Industries January 2009 - June 2009
Kerkering Barberio January 2008 - June 2008
Plante & Moran September 1998 - January 2008
Plante & Moran, PLLC 1998 - 2008
Boys & Girls Club 2006 - 2007
Skills
Accounting, CPA, Tax Accounting, Tax, Tax Research, Finance, Income Tax, Financial Advisory, Tax Preparation, Trusts, Tax Returns
Education
University of Michigan-Flint 1995 — 1996
Accounting
Oakland University 1979 — 1980
Legal Assistant, Continuing Education Program
Oakland University 1975 — 1978
B.A., Pyschology
Concordia University, Nebraska 1974 — 1975
Education
Central Michigan University 1973 — 1974
Education and Business
Federal Signal Corporation November 2005 - Present
The Siegfried Group September 2004 - October 2005
Plante & Moran, PLLC February 1996 - August 2004
Skills
Financial Analysis, SOX, Forecasting, Budgeting, Financial Reporting, Strategic Planning, JD Edwards, Business Planning, PeopleSoft, Audit, Analysis, Sarbanes-Oxley Act, Accounting, Auditing, Budgets, GAAP, Internal Controls, US GAAP, Process Improvement, Team Building
Education
Walden University 2008 — 2010
MBA, Finance
Augustana College 1992 — 1996
Bachelors of Liberal Arts, Accounting & Business Administration
Perrigo Company plc June 2015 - Present
Perrigo August 2010 - Present
Stryker June 2009 - January 2011
Stryker Corporation 2006 - June 2009
Corium International 2003 - 2006
Plante & Moran, PLLC 1999 - 2003
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, US GAAP, Internal Audit, Sarbanes-Oxley, Variance Analysis, CPA, Hyperion Enterprise, Finance, Financial Analysis, Forecasting, Process Improvement, Internal Controls, Tax, Auditing, Access, GAAP, Budgets, Financial Accounting, SEC filings, JD Edwards, SAP, Revenue Recognition, General Ledger, External Audit, Account Reconciliation, Consolidation, Payroll, IT Audit, Managerial Finance, Strategic Financial..., Financial Audits, Mergers & Acquisitions, Fixed Assets, Essbase, Cost Accounting, Financial Statements, Accounts Receivable, Corporate Tax, Financial Modeling, Enterprise Risk..., Cash Flow, Tax Accounting, Accounts Payable
Education
Aquinas College
Master’s Degree, Masters Management - Organizational Leadership
Western Michigan University - Haworth College of Business
BBA, Accountancy
RJG December 2011 - Present
Plante & Moran, PLLC 2002 - Present
Plante & Moran June 2002 - May 2011
Skills
GAAP, Partnership Taxation, Accounting, Tax Preparation, CPA, Tax, Income Tax, Tax Accounting, Financial Accounting, Financial Statements, Internal Controls, Financial Reporting, Fixed Assets, Corporate Tax, Financial Analysis, Tax Research, General Ledger, Tax Returns, Auditing
Education
Aquinas College 1998 — 2002
BS, Business Administration and Accounting
Cooley, Hehl, Wohlgamuth, & Carlton, PLLC June 2010 - Present
Plante & Moran, PLLC August 2006 - June 2010
Sobb Roberts, Inc. 2006 - 2006
Education
Bowling Green State University 2005 — 2006
Master's, Accountancy
Siena Heights University 2001 — 2005
Bachelor's, Accounting
Siena Heights University 2001 — 2005
Bachelor's, Hospitality Management
Plante & Moran February 2003 - Present
Plante & Moran, PLLC 2003 - Present
Education
Cleveland State University - Cleveland-Marshall College of Law
JD
Penn State University
BS, Accounting
Plante Moran July 2014 - Present
Plante & Moran, PLLC August 2003 - June 2014
Arthur Andersen 2002 - 2002
Skills
Assurance, Tax, Defined Contribution, Auditing, Defined Benefit, Tax Accounting, Employee Benefits, Investments, Internal Controls, CPA, US GAAP, Financial Reporting, Management, Accounting, Financial Accounting
Education
Central Michigan University 1999 — 2003
BSBA, Accounting, Mathematics
MMSTC
Plante & Moran, PLLC July 1999 - Present
Plante & Moran July 1999 - Present
Skills
Financial Reporting, CPA, Tax, Manufacturing, Financial Accounting, GAAP, Financial Analysis
Education
Aquinas College 1995 — 1999
BA, Business Administration and Accounting
Grand Blanc High School 1991 — 1995
Plante & Moran, PLLC 2006 - Present
Benedictine University 2009 - Present
Altschuler, Melvoin & Glasser, LLP 1975 - 2006
Skills
Forensic Accounting, CPA, S Corporations, Internal Controls, SEC filings, GAAP, US GAAP, Auditing, Accounting, Assurance, External Audit, Financial Accounting, Income Tax, Due Diligence, SEC Filings, Financial Analysis, Financial Reporting, Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MAcc, Accounting
DePaul University 1971 — 1975
BS, Accounting
CHAN HEALTHCARE May 2014 - Present
Heritage Health Care Services, Inc. June 2009 - April 2014
Plante & Moran, PLLC June 1999 - April 2009
E.S. Evans and Company December 1998 - April 1999
Skills
Internal Controls, GAAP, Healthcare, Home Care, Strategic Planning, CPA, Financial Reporting, Hospitals, Accounting
Education
Bluffton University 1995 — 1999
B.A., Accounting and Business Administration (concentration in finance)
ITC Transmission January 2009 - Present
Delphi December 2006 - January 2009
Federal Mogul May 1999 - December 2006
Plante & Moran, PLLC 1997 - 1999
Mercer September 1991 - January 1996
Skills
Accounting, Financial Reporting, Payroll, Account Reconciliation, Financial Analysis, Tax, SEC filings, PeopleSoft, Finance, Employee Benefits, Hyperion Enterprise, General Ledger
Education
Central Michigan University
B.S. in B.A., Accounting
Central Michigan University
Bachelor's degree, Business Administration, Accounting
Raymond Management Company August 2005 - Present
Gordon Food Service March 2002 - July 2005
Gordon Food Service October 2000 - March 2002
Plante & Moran, PLLC July 1996 - October 2000
Skills
Financial Reporting, Accounting, Accounts Payable, Forecasting, Financial Analysis, Budgets, CPA, Internal Controls, General Ledger, Auditing, Tax, Finance, Hospitality Management, Hotel Management, Hospitality Industry, Hotels, Revenue Analysis
Education
Calvin College 1992 — 1996
Bachelor of Science, Accountancy
Timothy Christian 1988 — 1992
EWGA September 2015 - Present
Michigan Mamas, LLC August 2012 - Present
Plante & Moran, PLLC September 2008 - Present
First Command Financial Planning December 2003 - April 2005
Skills
Manufacturing, GAAP, Team Management, Account Reconciliation, Proposal Writing, Accounts Receivable, Accounting, Auditing, Financial Analysis, Healthcare, Training, Nonprofits, CRM, Leadership, Tax, Time Management, Marketing, QuickBooks, Microsoft Office, Event Planning, Internal Controls, Tax Preparation, Internal Audit, Outlook, Microsoft Excel, US GAAP, PowerPoint, Accounts Payable, Administrative..., Microsoft Word, Financial Accounting, Business Development, Financial Reporting, Higher Education, General Ledger, Management, Customer Service, Process Improvement, Budgets, Finance, Team Building
Education
Central Michigan University 1999 — 2003
Bachelor of Science (B.S.), Political Science - Public Administration
Plante & Moran, PLLC September 1998 - Present
Origin Financial, Inc. August 2007 - September 2008
Pine Lake Country Club January 1994 - December 1994
Deloitte & Touche June 1983 - January 1994
Skills
Financial Reporting, Accounting, Internal Audit, Auditing, Budgets, Internal Controls, Sarbanes-Oxley Act, Forecasting, Cash Flow, Payroll, Preparation, Bookkeeping, Tax, Financial Analysis, Financial Accounting, External Audit, CPA, Assurance, Tax Preparation
Education
Central Michigan University 1989 — 1991
BS, Accounting, Business
Mercy High School
Simple Financial Solutions, LLC May 2009 - Present
Simple Financial Solutions, LLC May 2009 - Present
Resource Consulting Group October 1988 - April 2009
Plante & Moran, PLLC 1984 - 1988
Skills
Asset Managment, Estate Planning, Investment Advisory, Investments, Retirement, Retirement Planning, Strategic Financial..., Team Building, Wealth Management
Education
Albion College 1978 — 1982
BA, Economics
Andover High School
Deloitte Consulting December 1997 - Present
Plante & Moran, PLLC 1995 - 1997
MetroHealth Medical Center August 1993 - February 1995
FirstEnergy Corp. 1990 - 1993
Education
Baldwin Wallace University 1990 — 1999
BA, Business Administration
Michigan Technological University December 2013 - Present
Michigan Technological University 2009 - December 2013
Pioneer Surgical Technology 2009 - 2009
Plante & Moran, PLLC 2006 - 2008
Dana Corporation September 2005 - 2006
Skills
IT Audit, Segregation of Duties, Governance, PCI DSS, Information Security, Security, Financial Risk, CISA, Penetration Testing, Business Continuity, Sarbanes-Oxley Act, Internal Audit, Information Technology, Disaster Recovery, Auditing, Internal Controls, Sarbanes-Oxley, Analysis, Risk Assessment, HIPAA
Education
Capella University
Master of Science (MS), Information Assurance and Security
Michigan Technological University 2001 — 2005
Bachelors, Management Information Systems
MCM CPAs & Advisors September 2015 - Present
Mountjoy Chilton Medley LLP September 2014 - August 2015
Plante Moran August 2010 - August 2014
Bowling Green State University August 2007 - May 2010
Plante & Moran, PLLC June 2009 - August 2009
Skills
CPA, Auditing, Assurance, Financial Reporting, Financial Statements, GAAP, US GAAP, Accounting, Internal Controls, Corporate Tax, Accounts Payable, General Ledger, Financial Accounting, Sarbanes-Oxley Act, Time Management
Education
Bowling Green State University 2006 — 2010
BSBA, Accounting
Century Technology Group, Inc. March 2011 - Present
Data Strategy March 2011 - January 2013
S2 Yachts, Inc. October 2009 - March 2011
Tiara Yachts October 2009 - March 2011
Pursuit Boats October 2009 - March 2011
Energetx Composites October 2009 - March 2011
Plante & Moran, PLLC August 2007 - October 2009
McCall & Company August 2006 - July 2007
Skills
Tax, GAAP, Accounting, CPA, Auditing, Financial Analysis, Financial Statements, Fixed Assets, Financial Reporting, Financial Accounting, Strategic Planning, Employee Benefits, Process Improvement, Strategic Financial..., Finance, Analytic Problem Solving, Sarbanes-Oxley Act, US GAAP, Internal Controls
Education
Calvin College 2003 — 2007
Bachelor of Science in Public Accountancy, Accounting
Plante & Moran, PLLC September 2007 - Present
The Forum at Knightsbridge July 2005 - September 2007
Education
Columbus State Community College 2009 — 2009
Train the Trainer
Columbus State Community College 2009 — 2009
Train the Trainer
Columbus State Community College 1990 — 1992
Nursing
The Ohio State University 1970 — 1973
Social Work
VOLKSWAGEN Group of America, Inc. June 2015 - Present
Plante & Moran, PLLC June 2008 - June 2015
Plante & Moran 2008 - June 2015
Crosswinds Communities January 1998 - November 2007
Skills
VMware, Troubleshooting, Sarbanes-Oxley Act, System Administration, Lotus Notes, Microsoft Excel, Information Technology, Disaster Recovery, Outlook, Windows Server, Customer Service, Operating Systems, Microsoft Exchange, Technical Support
Education
Davenport University
McManus, Dosen & Co. July 2013 - Present
Mercy Regional Medical Center November 2011 - July 2013
Darice, Inc. January 2010 - October 2011
Accountemps July 2009 - January 2010
Plante & Moran, PLLC January 2001 - April 2009
Skills
Financial Reporting, Financial Accounting, Accounting Standards, Account Reconciliation, Department Budgeting, Capital Budgeting, Budget Monitoring, Fixed Asset Management, Internal Audit, Microsoft Office, PowerPoint, SAP Applications, Blackline, Epic Resolute..., Medicare, Medicaid, Cost Reporting, Healthcare Industry, Healthcare Reimbursement, Healthcare Information..., Inventory Control, Inventory Analysis, Forecasting, Budgets, GAAP, Accounting
Education
Bowling Green State University 1995 — 2000
BSBA - Administration & Acccounting, Accounting & HC Administration
KPMG LLP August 2005 - Present
Plante & Moran, PLLC 2002 - 2005
Deloitte & Touche 2002 - 2002
Arthur Andersen 2000 - 2002
Education
Benedictine University 1996 — 2000
BBA, Accounting
Bechtel Corporation January 2015 - Present
Ernst & Young September 2009 - December 2014
Plante & Moran, PLLC 2007 - 2007
Skills
Tax, Expatriate Tax, Expatriate Management, Global Mobility, Income Tax, CPA
Education
Michigan State University - The Eli Broad College of Business 2008 — 2009
MSA, Tax
Central Michigan University 2004 — 2008
BSBA, Accounting
Plante & Moran, PLLC September 2008 - Present
Plante Moran June 2008 - August 2008
Clifton Gunderson LLP January 2008 - April 2008
University of Toledo January 2007 - April 2008
The Andersons, Inc. September 2007 - December 2007
The Andersons, Inc. May 2007 - August 2007
Skills
Tax, Corporate Tax, Tax Preparation, Income Tax, Partnership Taxation, Tax Accounting, Not for Profit, Tax Returns, Internal Audit, ProSystem fx Tax, CPA, Tax Research
Education
Capital University Law School 2008 — 2010
Master of Taxation
University of Toledo 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Business Law
Plante & Moran, PLLC January 2008 - Present
Skills
GAAP, Internal Controls, Auditing, Accounting, Financial Statements, CPA
Education
Central Michigan University 2003 — 2008
BSBA, Accounting
Lutheran Homes Society, Inc. March 2012 - Present
Lutheran Homes Society, Inc. April 2011 - March 2012
Gilmore, Jasion & Mahler Ltd. June 2005 - January 2011
Plante & Moran, PLLC January 1994 - June 2005
Education
Bowling Green State University 1989 — 1993
BS, Accounting
Nexteer Automotive August 2014 - Present
Magna Closures October 2011 - August 2014
Nisco LLC October 2008 - October 2011
Cooper-Standard Automotive November 1997 - September 2008
Magna Donnelly 2004 - 2005
United Technologies July 1993 - October 1997
Plante & Moran, PLLC June 1992 - June 1993
Dow Chemical 1990 - 1991
Skills
Sarbanes-Oxley Act, Forecasting, Cost Accounting, Accounting, Financial Reporting, Internal Controls, Variance Analysis, Automotive, Budgets, Continuous Improvement, Cross-functional Team..., ERP, Finance, Financial Accounting, Financial Analysis, Auditing, Hyperion Enterprise, Internal Audit, Inventory Management, Kaizen, Lean Manufacturing, Managerial Finance, Manufacturing, Process Improvement, Restructuring, SAP, Six Sigma, Accounts Receivable, General Ledger
Education
Southeast Guilford 1983 — 1986
Central Michigan University
Georgia Institute of Technology
Master Chemical Corporation June 2010 - Present
Plante & Moran, PLLC 2004 - 2010
Plante & Moran 2004 - 2010
Education
Bowling Green State University 1999 — 2004
Inland Real Estate Corporation August 2013 - Present
Plante Moran June 2011 - July 2013
Plante & Moran, PLLC January 2010 - June 2011
Plante & Moran, PLLC August 2008 - April 2009
Skills
Tax, Corporate Tax, Tax Research, Tax Accounting, Tax Preparation, Partnership Taxation, Income Tax, Tax Returns, ProSystem fx Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Masters, Taxation
Michigan State University 2003 — 2007
B.A., Economics
Plante & Moran, PLLC January 2011 - Present
Plante & Moran, PLLC January 2010 - April 2010
Skills
Tax Accounting, Auditing, Tax, GAAP, Accounting, Assurance, ProSystem fx Tax, Financial Reporting, Financial Accounting, Partnership Taxation, Tax Research, State Tax, Single Audit, S Corporations, US Tax, Corporate Tax, C-Corp, Tax Preparation, Income Tax
Education
Western Michigan University - Haworth College of Business 2009 — 2010
Master of Science in Accountancy, Accounting
College of Charleston 2008 — 2009
Bachelor of Science (B.S.), Accounting
College of Charleston 2001 — 2004
Bachelor of Science (B.S.), International Business
CERAM Sophia Antipolis 2002 — 2003
Bachelor of Science (B.S.), Economics
Kalamazoo Valley Community College 1999 — 2001
Associate of Science (A.S.), Business Administration and Management, General
Penske Automotive Group February 2015 - Present
Penske Automotive Group July 2014 - February 2015
Penske Automotive Group April 2013 - July 2014
Cabela's August 2012 - April 2013
Plante & Moran, PLLC January 2010 - May 2012
Plante & Moran, PLLC January 2010 - April 2010
Meadowbrook Country Club 1996 - 2009
Compuware Corporation 2005 - 2007
Skills
Auditing, US GAAP, CPA, Assurance, GAAP, Tax Preparation, Financial Accounting, Internal Controls, Accounting, General Ledger, SEC filings, Finance, Tax, Financial Reporting, Financial Statements
Education
Walsh College 2009 — 2012
MBA/MSF, Accounting
Madonna University 2006 — 2009
BSBA, Accounting
Aquinas College
Concordia University-Ann Arbor
Livonia Franklin
Nationwide Video June 2014 - Present
Wireless Vision November 2012 - January 2014
Ally Financial Inc. September 2011 - October 2012
Ally Financial Inc. April 2010 - September 2011
Plante & Moran, PLLC 2007 - 2009
Skills
Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, GAAP, Financial Accounting, General Ledger, US GAAP, Financial Statements, Variance Analysis, Tax
Education
Walsh College of Accountancy and Business Administration 2005 — 2007
Bachelor of Accountancy
Central Michigan University 2003 — 2005
Accounting
Grant Thornton July 2007 - Present
Plante & Moran, PLLC July 1997 - June 2007
Skills
Accounting
Education
Davenport University 1993 — 1996
Bachelors, Office Administration
Plante & Moran, PLLC August 2011 - Present
Plante & Moran, PLLC June 2010 - August 2010
Case Western Reserve University August 2009 - June 2010
Skills
Auditing, Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, Internal Controls, CPA, Non-profits
Education
Case Western Reserve University 2007 — 2011
B.S. / B.A., Accounting, Spanish
Plante & Moran, PLLC 1991 - Present
Deloitte 1984 - 1991
Skills
Corporate Tax, Estate Planning, Financial Planners, Retirement Planning, Tax Advisory, Wealth Management, Income Tax, Tax, Partnership Taxation, CPA, Tax Preparation, Tax Accounting, Financial Planning, Tax Research
Education
Aquinas College 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Health Care REIT January 2014 - Present
Health Care REIT April 2012 - December 2013
Plante & Moran, PLLC August 2005 - August 2011
Skills
Tax Accounting, Accounting, Corporate Tax, Internal Audit, Auditing, Income Tax, Tax Preparation, Financial Statements, Audit, Tax Compliance, International Tax, Employee Benefit Plan..., Like-Kind Exchanges, Canadian Income Tax, REIT, Real Estate Transactions
Education
Bowling Green State University 2004 — 2005
Master of Accountancy, Accounting
Bowling Green State University 1999 — 2003
Bachelor of Science Business Administration, Finance
Kellogg Company June 2013 - Present
Beaumont Hospitals March 2011 - May 2013
Compuware Corporation March 2009 - March 2011
PricewaterhouseCoopers 2004 - 2009
Plante & Moran, PLLC May 2003 - August 2003
Dow Chemical August 2000 - May 2002
Skills
Accounting, Auditing, Financial Reporting, Management, SEC filings, Finance, Research, Nonprofits, US GAAP, CPA, SEC reporting, Staff Supervision, Sarbanes-Oxley Act, Financial Accounting, GAAP, General Ledger, Internal Controls, XBRL
Education
Wayne State University 2009 — 2011
MBA, Finance
Central Michigan University
BSBA, Accounting
Barnes Wendling CPAs, Inc. December 2012 - Present
Plante & Moran, PLLC August 2010 - December 2012
Owens Community College September 2009 - August 2010
Skills
Tax Accounting, Tax, Customer Service, Auditing, Tax Preparation, CPA, Accounting, GAAP, Assurance, Corporate Tax, Internal Controls, US GAAP
Education
Bowling Green State University 2009 — 2010
Macc, Master's of Accountancy
Bowling Green State University 2005 — 2009
BSBA, Accounting
Robertson Brothers Co. September 2015 - Present
Robertson Brothers Company January 2008 - September 2015
Plante & Moran, PLLC 2005 - 2007
Skills
Real Estate, GAAP, CPA, Due Diligence, Budgets, Financial Reporting, Mergers & Acquisitions, Financial Modeling, Finance, US GAAP, Internal Controls
Education
Central Michigan University 2004 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance
Central Michigan University 1999 — 2003
Bachelor of Science in Business Administration, Accounting and Finance
Albion College
Private Voice Studio January 2012 - Present
LifeWay Christian Resources November 2011 - May 2014
Nashville Symphony March 2009 - May 2011
LifeWay Christian Resources October 2008 - May 2011
Belmont University August 2008 - May 2011
Plante & Moran, PLLC 2006 - 2008
Skills
Singing, Musical Theatre, Classical, Music, Teaching, Nonprofits, Event Planning, Customer Service, Time Management, Microsoft Word, Microsoft Office, Music Industry
Education
Belmont University 2008 — 2011
M.M., Voice Performance
Wycliffe Bible Translators 2010 — 2010
Translation/Linguistics
Cedarville University 2003 — 2006
B.M., Voice Performance
Plante & Moran, PLLC June 2011 - August 2011
Soaring Eagle Casino and Resort June 2010 - May 2011
Education
Central Michigan University 2008 — 2012
Bachelor of Science, Actuarial Science; Statistics o
UDesign LLC April 2012 - Present
Rochdale Investment Management January 2008 - April 2011
Rochdale Investment Management October 2005 - December 2007
Pillar Financial Advisors August 2004 - August 2005
Plante & Moran, PLLC May 2003 - August 2003
Skills
Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Equities, Fixed Income, Investment Management, Investments, Investment Strategies, Bloomberg, Mutual Funds, Valuation, Private Equity, Financial Modeling, Strategic Financial..., Equity Research
Education
Boston College 2000 — 2004
B.A. in Management, Finance, Corporate Reporting and Analysis
Cliffs Natural Resources May 2008 - Present
Cliffs Natural Resources Inc. September 2010 - November 2012
Plante & Moran, PLLC August 2002 - May 2008
Skills
Internal Controls, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, Business Analysis, Flow Charts, Writing Skills, Staff Training, Mentoring Of Staff, Tax, GAAP, US GAAP, Accounting, Sarbanes-Oxley Act, General Ledger, Variance Analysis, Process Improvement, Hyperion Enterprise, CPA, SEC filings, Financial Statements, Consolidation, Accounts Payable, Account Reconciliation, Fixed Assets, Cost Accounting, Business Process..., Managerial Finance, ERP, Finance, Forecasting, Hyperion, SEC Filings
Education
Baldwin Wallace University 2001 — 2002
MBA, Accounting
Baldwin Wallace University 1997 — 2002
BA, Business Administration
BISSELL Homecare, Inc. January 2013 - Present
Rehmann September 2009 - January 2013
Plante & Moran, PLLC 2004 - 2009
SPX Corporation 2001 - 2004
Skills
Accounting, Corporate Tax, Auditing, CPA, Income Tax, Tax, GAAP, Property Tax, Sales Tax, Payroll
Education
Aquinas College
James Camiller, CPA August 2009 - Present
Keskine, Cook, Miller & Alexander, PLLC November 2004 - August 2009
Plante & Moran, PLLC May 1999 - December 2004
Skills
Financial Reporting, Tax Preparation, Accounting, Tax, Income Tax, Corporate Tax, Auditing, Tax Returns, CPA, GAAP, QuickBooks, Internal Controls, Financial Accounting, Partnership Taxation, S Corporations, Bookkeeping, Tax Accounting, Forensic Accounting
Education
Adrian College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Accounting