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
LaSalle Investment Management August 2015 - Present
Plante Moran August 2010 - August 2015
Plante & Moran, PLLC June 2008 - June 2009
Frost, Ruttenberg & Rothblatt June 2007 - August 2007
Skills
SEC filings, Internal Controls, GAAP, Financial Statements, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Income Tax, Tax Research, General Ledger, Internal Audit, Financial Analysis, External Audit, Account Reconciliation, Accounts Payable, Fixed Assets, Financial Modeling, SOX 404
Education
University of Arizona 2005 — 2009
Bachelor of Science in Business Administration, Accounting
John Cabot University 2008 — 2008
Plante & Moran, PLLC July 2005 - Present
Dupuis & Ryden, PC August 1981 - June 2005
Skills
Tax, Accounting, Tax Compliance, Tax Preparation, Tax Accounting, Income Tax, Corporate Tax, Internal Controls, Financial Accounting, General Ledger, Tax Returns, CPA, Tax Research, Fixed Assets, Partnership Taxation, Financial Analysis, S Corporations, ProSystem fx Tax, US GAAP, US Tax
Education
University of Michigan-Flint 1979 — 1982
BBA, Accounting
Flint Southwestern High School
Tower International November 2012 - Present
Federal-Mogul October 2010 - November 2012
Plante & Moran PLLC January 2008 - September 2010
Plante & Moran January 2008 - September 2010
Skills
Tax, Tax Accounting, Tax Preparation, Transfer Pricing, International Tax, Corporate Tax, CPA, GAAP, Income Tax, Accounting, State Tax, Tax Research, US GAAP, SEC Filings
Education
Eastern Michigan University 2006 — 2007
MSA, Accounting
Eastern Michigan University 2004 — 2007
MSA, Accounting
McLaren Health Care 2014 - 2015
Tenet Healthcare 2013 - 2014
University of Michigan Health System 2010 - 2013
General Electric 2008 - 2010
General Motors 1991 - 2007
Plante & Moran, PLLC 1987 - 1990
Education
University of Notre Dame - Mendoza College of Business 1990 — 1991
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1983 — 1987
BBA, Accounting
Deloitte October 2014 - Present
ProQuest February 2014 - October 2014
ProQuest August 2013 - February 2014
ProQuest May 2012 - August 2013
Plante and Moran August 2008 - May 2012
Plante & Moran, PLLC May 2007 - August 2008
Skills
Business Valuation, Financial Reporting, Valuation, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Finance, Forensic Analysis, Financial Modeling, Litigation, GAAP, Due Diligence, Financial Accounting, Microsoft Excel, Tax, Auditing, Accounting
Education
University of Toledo 2008 — 2009
MSA, Accounting
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Accounting, Finance
PwC March 2014 - Present
Plante & Moran, PLLC September 2008 - February 2014
Ernst & Young March 2005 - September 2008
CBIZ Business Solutions January 2002 - March 2005
Skills
Valuation, Business Valuation, Financial Modeling, Financial Analysis, Financial Reporting, Intangible Assets, Analysis, Mergers & Acquisitions
Education
University of Missouri-Columbia, College of Business 2000 — 2001
MBA, Finance
University of Missouri-Columbia 1996 — 2000
BSBA, Finance
De Smet Jesuit High School 1992 — 1996
Financial Services Industry July 2015 - Present
Plante Moran, PLLC October 2010 - July 2015
SMB IT Solutions February 2010 - November 2010
Plante & Moran, PLLC 2006 - February 2010
Education
University of Cincinnati
Bachelor of Science, Information Technology, Network Administration, Database Administration
Deloitte & Touche, LLP Board MemberThe Family Learning InstituteDecember 2012 - Present
Deloitte September 2009 - Present
Plante & Moran, PLLC 2011 - 2012
University of Michigan 2004 - 2007
Skills
IT Audit, Internal Controls, Assurance, GAAP, Internal Audit, Auditing, Financial Accounting, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Sarbanes-Oxley, US GAAP, External Audit
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2009
MAcc, Accounting
University of Michigan 2004 — 2009
Master's degree, Accounting
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA, Accounting
BudgetEase August 2012 - Present
Career Transition Center January 2013 - July 2015
Voices for Ohio's Children January 2011 - March 2012
CJ Consulting January 2010 - December 2010
Independence of Portage County February 2008 - December 2009
Greater Cleveland Volunteers, formerly RSVP Cleveland 2004 - 2008
Fairhill Center March 2006 - June 2007
Plante & Moran PLLC January 2004 - March 2006
Eaton Corporation January 2000 - March 2003
Hausser + Taylor LLP September 1998 - April 2000
Skills
Financial Reporting, Financial Analysis, Process Improvement, Budgets, QuickBooks, General Ledger, Cash Flow, Executive Management, Training, Accounting Advisor, Change Management, Accounts Payable, Situational Leadership, Office Systemization, Accounting Management, Coaching, Microsoft Office, Budgeting, Presentations, Workplace Diversity, Advisory Board Leader, Policies and Procedures, Software Implementation, Problem Solving, Medicaid Reimbursement, Blackbaud, Research, Organizational Behavior, Mentoring, Strategy
Education
Cleveland State University
BBA, Accounting
University of Michigan August 2013 - Present
Plante & Moran, PLLC January 2008 - June 2013
Skills
Estate Planning, Wealth Management, Strategic Financial..., Financial Analysis, Financial Reporting, Asset Allocation, Investments
Education
University of Michigan 2003 — 2007
BBA, Economics, French Studies
Plante Moran November 2014 - Present
Plante & Moran, PLLC January 2012 - November 2014
Audio Corner Elite, Inc. July 2006 - January 2012
Northstar Business Aviation July 2006 - January 2012
Skills
Excellent Communication..., Financial Audits, Long-term Care, Audits of Employee..., HUD audits, Organizational Skills, Problem Solving, Networking, Accounting, Financial Reporting, Auditing, Time Management, Manufacturing, GAAP, Communication, Accounts Receivable
Education
The University of Akron 2010 — 2014
MBA, Management
Mount Union College 2006 — 2010
Bachelor of Arts (BA), Accounting, Cum Laude
Plante & Moran, PLLC July 2011 - Present
Plante Moran May 1993 - June 2011
Coopers & Lybrand 1987 - 1993
Texas Instruments May 1982 - September 1987
Skills
Financial Analysis, Business Process..., Management Consulting, Process Improvement, Consulting, Internal Controls
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
BBA, Finance
IMA National Conference
IMA National Conference
MRPR Group, PC January 1999 - Present
Coopers & Lybrand January 1982 - July 1987
Plante & Moran, PLLC January 1980 - April 1981
Skills
Tax, Income Tax, Charitable Trusts, Private Foundations, Trust Accounting, Trust and Estate Income..., Tax Accounting, Tax Preparation, Auditing, QuickBooks, Accounting, Financial Reporting, Financial Analysis, Financial Statements, Trusts, US GAAP, Tax Law, Tax Returns
Education
University of Michigan-Dearborn 1980 — 1982
BBA, Accounting
University of Michigan-Dearborn 1978 — 1982
bba, accounting
Plymouth-Canton Community Schools January 2012 - Present
Plante & Moran, PLLC January 1995 - January 2012
Skills
Accounting, Auditing
Education
University of Michigan-Dearborn 1990 — 1994
BBA, Accounting
Enabling Technologies March 2012 - Present
Enabling Technologies September 2010 - March 2012
Hill, Barth & King LLC April 2010 - September 2010
Plante & Moran July 2008 - April 2010
Plante & Moran, PLLC July 2006 - July 2008
Plante & Moran September 1999 - July 2006
DIA January 1998 - June 1999
US Army September 1993 - September 1997
Calvert Hall College High School (Towson, MD) 1989 - 1993
Skills
Unified Communications, Messaging, Strategic Planning, Lotus Notes, System Administration, Administration, Planning, Disaster Recovery, Active Directory, SOW, Lync Server 2010, Security, Microsoft Exchange, Citrix, Troubleshooting, Technical Support, Telecommunications, VoIP, Cisco Technologies, Enterprise Software, Help Desk Support, Information Technology, CRM, Lync, Pre-sales, Telephony, Avaya, Unified Messaging, Microsoft Technologies, System Deployment, Project Planning
Education
The University of Akron 1999 — 2004
Bachelor of Science
Calvert Hall College High School 1989 — 1993
Market Track November 2014 - Present
Plante & Moran, PLLC September 2012 - October 2014
HLB Mann Judd 2013 - 2013
Blackman Kallick, LLP October 2006 - August 2012
Skills
Auditing, SEC filings, Accounting Research, GAAP, US GAAP, Financial Accounting, CPA, Internal Controls, External Audit, Consolidation
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelors, Accountancy
University of Illinois at Urbana-Champaign - College of Business
Masters, Accountancy
EY September 2014 - Present
Plante & Moran, PLLC October 2009 - May 2014
Deloitte & Touche August 2004 - September 2009
Meiji Corporation May 2001 - August 2004
Skills
Auditing, Due Diligence, SOX 404, ERP Implementations, IFRS, US GAAP
Education
University of Alabama 2000 — 2001
B.S., Accounting
ITW January 2014 - Present
Plante & Moran May 2011 - January 2014
Plante & Moran, PLLC August 2008 - April 2011
Skills
CPA, Tax, Financial Reporting, Accounting, US GAAP, Financial Accounting, Assurance, Corporate Tax, Tax Preparation, Financial Statements, Financial Analysis, GAAP, Auditing
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master in Accounting Science, Graduate Minor in Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor in Accounting Science
Naperville Central High School 1999 — 2003
Paychex September 2014 - Present
The Pritzker Group June 2013 - September 2014
Ernst & Young May 2012 - May 2013
Deloitte September 2010 - May 2012
Deloitte May 2009 - July 2009
Plante & Moran, PLLC June 2008 - August 2008
Skills
Internal Controls, SOX, Financial Reporting, Accounting, SEC reporting, SEC filings, Sarbanes-Oxley Act, Auditing, GAAP, US GAAP, External Audit, Big 4, Internal Audit, Financial Accounting, Sarbanes-Oxley, Financial Statements, CPA, SEC Filings, Financial Analysis, Microsoft Excel
Education
University of Detroit Mercy 2006 — 2010
Business Administration, Accounting
Plante & Moran, PLLC January 2010 - Present
Fifth Third Bank February 2008 - December 2009
Skills
Audit, Accounting, Financial Accounting, Assurance
Education
University of Cincinnati College of Business 2005 — 2009
BBA, Accounting
Sycamore high school 1998 — 2002
Jameson & Langlois, P.C. June 1992 - Present
Plante & Moran, PLLC May 1989 - April 1991
Deloitte & Touche June 1984 - August 1986
Skills
Estate Planning, Wills, Elder Law, Real Estate, Powers of Attorney
Education
Wayne State University Law School 1986 — 1989
Juris Doctor, Law
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
BBA, Accounting
Plante & Moran, PLLC 1981 - Present
Skills
Financial Institutions, Accounting, Financial Analysis, CPA, Banking, SEC filings
Education
University of Michigan
Bachelor, Business Administration with Concentration in Accounting
Gnosis Praxis Ltd July 1999 - Present
Gnosis Praxis Ltd July 1999 - Present
Vertro, Inc. 2004 - 2011
Plante & Moran, PLLC 1956 - 1999
Skills
Arbitrator, Litigtion Support, Expert Witness, Damage analysis, Employment claims, Contractual Agreements, Professional Liability, Shareholder Disputes, Corporate Law, Shareholder, Trials, Employment Law, Valuation, Employment Claims, Civil Litigation, Intellectual Property, Hazard Analysis, Arbitration, Commercial Litigation, Auditing, Estate Planning, Courts, Litigation Support, Fraud, Business Valuation, Litigation, Bankruptcy, Restructuring, Due Diligence, Trusts
Education
Wayne State University 1990 — 1997
MBA, Business Administration
University of Detroit Mercy 1954 — 1958
BS, Accounting
Tweddle Group April 1994 - Present
Plante & Moran, PLLC 1984 - 1994
Skills
Accounting, Microsoft Office, Accounts Receivable, Financial Reporting, Financial Analysis, Budgets, Process Improvement, Forecasting, Start-ups, Managerial Finance, Payroll, Strategic Financial..., Cash Management, Internal Controls, Business Planning, Accounts Payable
Education
University of Detroit Mercy 1980 — 1984
Bachelor of Science, Accounting
Delphi June 2015 - Present
Plante Moran June 2013 - January 2015
Plante & Moran, PLLC November 2010 - June 2013
Right Management July 2008 - August 2010
Right Management July 2007 - July 2008
Human Synergistics 2002 - 2007
Skills
Leadership Development, MBTI, Organizational..., Recruiting, Talent Management, Career Development, Human Resources, Change Management, Employee Engagement, Management, Training, Organizational Needs..., Team Assessment, Team Leadership, Leadership, Six Sigma, Executive Coaching, Coaching
Education
Western Michigan University 1996 — 2000
B.S., Psychology
University of Detroit Mercy
M.A., Industrial/Organizational Psychology
Plante Moran August 2012 - Present
University of Michigan September 2011 - April 2012
Plante & Moran, PLLC June 2010 - August 2011
University of Michigan Institute for Research on Labor, Employment and the Economy March 2008 - April 2011
Dickson & Associates April 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
MAcc, Accounting
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Business, Accounting, German
Ernst & Young October 2007 - Present
Plante & Moran, PLLC May 1988 - April 2009
Toyota October 2000 - October 2007
McKinley April 1999 - January 2000
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
BBA, Accounting
Plante & Moran PLLC July 2001 - Present
Helm Incorporated June 1983 - May 1998
Helm Incoporated 1981 - 1998
Education
Eastern Michigan University 1968 — 1975
BS, Education
Plante & Moran, PLLC
Skills
Tax Advisory, Tax, International Tax, Management, Accounting, Business Strategy, CPA, Tax Preparation, Income Tax, Tax Accounting, US GAAP, GAAP, Corporate Tax
Education
University of Detroit Mercy 1983 — 1987
BS, Accounting
Plante & Moran, PLLC September 2008 - Present
Grant Thornton June 2008 - August 2008
Fidelity Investments August 2007 - December 2007
National City Bank 2006 - 2007
Skills
Accounting, Tax, Corporate Tax, FAS109, Financial Reporting, Personal Tax Planning, Corporate Tax Planning, Business Tax Planning, CPA, Tax Preparation
Education
University of Cincinnati 2006 — 2008
BBA, Accounting
Jones Furniture, Incorporated September 2012 - Present
Cooper's Hawk Winery and Restaurants September 2011 - September 2012
Plante & Moran, PLLC October 2008 - September 2011
Fireplace Products Incorporated 2006 - 2007
Fireplace Products Incorporated 2003 - 2007
Skills
Microsoft CRM, Lead Generation, CRM, Sales, Microsoft Excel, Social Media, Microsoft Office, Outlook, Customer Service, PowerPoint, Direct Marketing, Email Marketing, Interactive Marketing, Consulting, Marketing Strategy, Management, Marketing Communications, Marketing, Event Planning, Advertising, Event Management
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science, Communications
Plante & Moran PLLC April 1996 - Present
Sinai Hospital of Detroit May 1973 - March 1996
Education
Oakland Community College 1984 — 1990
Associates, Business Adminstration
Rosary High School 1967 — 1971
High School, Business
Plante & Moran, PLLC 1979 - Present
Skills
GASB, Financial Forecasting, Auditing, Government Accounting, Single Audit, CPA, Internal Controls, External Audit, US GAAP, Assurance, GAAP, Financial Statements, Tax Preparation, Tax Accounting, Financial Accounting, Accounting
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Accounting
Plante & Moran July 2006 - Present
Plante & Moran, PLLC 1992 - Present
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Business & Accounting
McGladrey October 2014 - Present
McGladrey September 2013 - September 2014
Deloitte & Touche LLP January 2012 - September 2013
Plante Moran July 2009 - December 2011
Plante & Moran, PLLC January 2006 - June 2009
Plante & Moran, PLLC August 2004 - December 2005
PricewaterhouseCoopers June 2002 - August 2002
Skills
GLBA, SAS70, HIPAA, IT Audit, ITGC, Internal Controls, Business Process, SSAE 16, Service Organization..., Enterprise Risk..., Internal Audit, SOX 404, IT Risk Management, Risk Assessment, ISO 27001, Information Security, Auditing, Information Technology, Risk Management, Sarbanes-Oxley
Education
University of Southern California - Marshall School of Business 2003 — 2004
Master of Accounting
University of Michigan 1999 — 2003
BS, Computer Science and Economics
Plante & Moran, PLLC 2006 - Present
Plante & Moran July 1998 - December 2005
Skills
CPA, Strategic Planning, Auditing, Leadership, Financial Accounting, Corporate Tax, Tax, US GAAP, Financial Reporting, Corporate Finance, Accounting, Financial Analysis, GAAP, Internal Controls, Income Tax, Due Diligence, Tax Preparation, Assurance, Tax Research, Financial Statements, Mergers & Acquisitions
Education
University of Detroit Mercy 1974 — 1979
BS, Accounting
Plante Moran August 2010 - Present
Plante & Moran, PLLC May 2009 - August 2009
Fifth Third Bank May 2008 - August 2008
Cheviot Savings Bank May 2006 - August 2006
Skills
Accounting, Audit, Financial Reporting, Internal Controls, Tax, GAAP, Financial Analysis, Corporate Tax, Income Tax, CPA, Financial Statements, Assurance, Tax Preparation, General Ledger, Financial Accounting, Fixed Assets, SEC filings, Auditing
Education
University of Dayton 2009 — 2010
MBA, Accounting
University of Dayton 2005 — 2010
Bachelors of Business Administration, Accounting and Finance
Plante & Moran, PLLC January 2010 - Present
Skills
Assurance, CPA, Accounting, GAAP, Internal Controls, Financial Reporting, Tax Research
Education
University of Michigan-Dearborn 2004 — 2008
Bachelor of Arts (BA), Accounting
University of Michigan-Dearborn
Master of Science (M.S.), Accounting
Plante & Moran PLLC August 2006 - Present
Skills
GAAP, Auditing, Financial Reporting, US GAAP, CPA, Internal Controls, Financial Accounting, Accounting
Education
Bowling Green State University 2005 — 2006
MAcc, Accounting
Hiram College 2001 — 2005
BA, Management
Plante & Moran, PLLC August 2010 - Present
Skills
ProSystem fx Tax, Tax Research, CPA
Education
University of Detroit Mercy 2006 — 2010
Business Administration, Accounting
Plante & Moran, PLLC January 1990 - Present
Ernst & Young January 1983 - December 1989
Skills
International Tax, Tax, Corporate Tax, CPA, Expatriate Tax
Education
University of Michigan-Dearborn 1980 — 1983
BBA, Accounting
Plante Moran Financial Advisors August 2012 - Present
Flyer Enterprises March 2010 - May 2012
Plante & Moran, PLLC June 2011 - August 2011
Marathon Petroleum Company May 2010 - August 2010
Flyer Enterprises March 2009 - March 2010
Jimmy's Lawn Care May 2000 - August 2008
Skills
Accounting, Financial Planning, Portfolio Management, Excel, VBA, Microsoft Office
Education
University of Dayton 2007 — 2012
BS/MBA, Finance and Accounting
American Veterinary Medical Association August 2012 - Present
American Veterinary Medical Association August 2012 - June 2015
Parts Town October 2011 - May 2012
Naper Solutions, Inc. April 2010 - September 2011
Cbsi (Consumer Benefit Services, Inc.) July 2007 - April 2010
Plante & Moran, PLLC April 2006 - July 2007
Coventry Health Care (First Health) May 2004 - April 2006
MediaTracks Communications, Inc. December 2002 - May 2004
Skills
Social Media Marketing, Blog Development, Online Branding, Marketing Strategy, Proposal Writing, Writing, Direct Marketing, Blogging, Email Marketing, Digital Marketing, Social Media, Lead Generation, Marketing, Sales, Strategy, Management, SEO, Integrated Marketing, Marketing Communications, Online Marketing, Analytics, Advertising, Online Advertising
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Journalism
Wipfli LLP January 2014 - Present
Plante & Moran, PLLC August 2011 - September 2012
USG June 2010 - April 2011
Friedman & Huey Associates, LLP January 2010 - April 2010
Skills
Corporate Tax, Tax, Tax Preparation, Partnership Taxation, Tax Accounting, CPA
Education
University of Illinois at Chicago 2010 — 2011
Master's degree, Accounting, 3.8/4
University of Illinois at Chicago 2008 — 2010
Bachelor's degree, Accounting, 3.9/4
The Windquest Group January 2015 - Present
Plante Moran January 2012 - December 2014
Plante & Moran, PLLC December 2009 - December 2011
Trinity Christian College May 2009 - November 2009
Plante Moran January 2009 - April 2009
Innotec May 2008 - August 2008
RSM McGladrey January 2007 - April 2007
Skills
Financial Accounting, External Audit, Tax Preparation, Internal Audit, Internal Controls, Compliance Audits, Risk Management, SOX Compliancy, ACH, Employee Benefit Plan..., Financial Statement..., Journal Entries, General Ledger, GAAP, Accounting Research, CPA
Education
Trinity Christian College 2005 — 2009
B.S., Accounting
Unity Christian High School 2001 — 2005
Medpace May 2015 - Present
Phillips Edison & Company January 2015 - May 2015
Phillips Edison & Company October 2013 - May 2015
Plante Moran August 2011 - October 2013
Plante & Moran, PLLC June 2010 - August 2010
Clark, Schaefer, Hackett & Co. January 2009 - April 2009
Health Alliance June 2008 - August 2008
Skills
Fixed Assets, Finance, Accounting, Account Reconciliation, CPA, Internal Controls, Accounts Payable, Budgets, Accounts Receivable, GAAP, Tax Accounting, Corporate Tax, Assurance
Education
University of Cincinnati College of Business
Masters, Accounting
University of Dayton 2006 — 2010
Inteva Products January 2015 - Present
Talmer Bank and Trust November 2013 - June 2014
Plante & Moran, PLLC January 2010 - November 2013
Evigna March 2007 - January 2009
Rehmann 2009 - 2009
Pitney Bowes March 2005 - March 2007
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Financial Analysis, US GAAP, CPA, Microsoft Excel, Sarbanes-Oxley Act, Financial Statements, SEC filings, Microsoft Office, Internal Audit
Education
Wayne State University 2007 — 2009
MSA, Accounting
University of Michigan 1999 — 2003
B.A., Organizational Studies
Carhartt May 2004 - Present
Village Green August 2003 - May 2004
Plante & Moran, PLLC January 1999 - August 2003
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Financial Accounting, General Ledger, SAP, Forecasting, Internal Controls, Budgets, Process Improvement, Microsoft Excel, Analysis, ERP, Business Analysis, Change Management, SAP R/3, Business Process..., Strategic Planning, Business Planning, Cost Accounting, Sarbanes-Oxley Act, Strategic Financial..., Inventory Management, PeopleSoft, Payroll
Education
University of Michigan-Dearborn 1995 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan-Dearborn
SEMCO ENERGY April 2015 - Present
Plante & Moran PLLC August 2011 - April 2015
Gordon Food Service November 2005 - April 2011
Skills
Tax Preparation, Accounting, Tax, Income Tax, Financial Accounting, Corporate Tax, Microsoft Excel, Tax Returns, Microsoft Word, Customer Service, Tax Research, Data Entry, Leadership, Research, Tax Accounting, Microsoft Office, GAAP
Education
Saginaw Valley State University - College of Business and Management 2007 — 2011
Bachelor of Professional Accountancy, Accounting, 3.67
LLamasoft, Inc. May 2014 - Present
LLamasoft, Inc. August 2011 - May 2014
Plante & Moran, PLLC 2006 - August 2011
Rockwell Automation 2005 - 2006
Skills
Lean Manufacturing, Supply Chain Management, Supply Chain..., Supply Chain
Education
University of Michigan 2000 — 2005
MS, Industrial and Operations Engineering
Phillips Edison & Company August 2014 - Present
Plante Moran May 2014 - August 2014
Plante Moran August 2012 - April 2014
Plante & Moran, PLLC June 2011 - September 2011
Plante & Moran, PLLC January 2011 - March 2011
Plante & Moran, PLLC June 2010 - September 2010
Skills
Assurance, CPA, GAAP, Tax Preparation, Corporate Tax, Tax Accounting, Internal Controls, Microsoft Excel
Education
University of Cincinnati College of Business 2011 — 2012
Masters of Science in Accountancy
The Ohio State University Fisher College of Business 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Plante & Moran, PLLC January 2009 - Present
Comerica Bank February 2007 - January 2009
Chase Investment Services, Corp. August 2005 - January 2007
Morgan Stanley May 2004 - August 2005
Morgan Stanley April 2003 - May 2004
Skills
Financial Audits, Tax, Local Government Finance, Manufacturing, OMB Circular A-133, Management Consulting, Auditing, CPA, Management, Accounting, GAAP, US GAAP, Internal Controls, Assurance
Education
University of Michigan-Dearborn 2006 — 2009
MBA and MS - Finance
University of Michigan-Dearborn 2001 — 2004
Bachelor of Business Administration, Finance
Plante Moran August 2011 - Present
Beta Alpha Psi - Eta Xi Chapter - University of Michigan-Flint April 2010 - September 2011
Huntington National Bank May 2011 - July 2011
Plante & Moran, PLLC January 2011 - April 2011
JP Morgan Chase February 2009 - December 2010
The Men's Wearhouse, Inc April 2006 - November 2008
Skills
Accounting, Auditing, Non-profits, Government, Quickbooks, CPA
Education
University of Michigan-Flint 2006 — 2011
BBA, Accounting/Finance
Plante Moran July 2014 - Present
Plante & Moran, PLLC November 2004 - June 2014
Legacy Health Services July 1998 - October 2004
Legacy Health Services July 1998 - 2004
Skills
Medicare, Medicaid, Financial Analysis, GAAP, Healthcare, Accounting, Financial Reporting, CPA, Healthcare Management, Hospitals, Financial Modeling, General Ledger
Education
The University of Akron 1990 — 1996
Bachelor, Accounting
Plante Moran June 2014 - Present
Plante Moran October 2010 - June 2014
Huntington National Bank September 2009 - October 2010
Plante & Moran, PLLC August 2005 - August 2009
Skills
External Audit, Internal Audit, Employee Benefit Plan..., Financial Institutions, Public Companies, Private Companies, Assurance, Accounting, Auditing, Employee Benefits, Financial Audits, CPA, Financial Reporting, GAAP, Internal Controls, Sarbanes-Oxley Act, US GAAP, SEC Filings
Education
The Ohio State University Fisher College of Business 2004 — 2005
MAcc, Accountancy
Wittenberg University 2000 — 2004
BA, Management
Plante & Moran, PLLC 1985 - Present
Plante Moran Alum 1974 - Present
LJCB Golf Association 2000 - Present
Skills
CPA, Tax, Assurance, Partnership Taxation, Financial Accounting, Auditing, Tax Preparation, Corporate Tax, Tax Returns, GAAP, Forensic Accounting, Income Tax, Tax Research
Education
University of Michigan - Stephen M. Ross School of Business 1970 — 1974
BBA with Highest Distinction, Accounting
Milan High School 1966 — 1970
Diploma
General Motors June 2014 - Present
GM November 2010 - June 2014
GM January 2008 - October 2010
GMAC LLC April 2007 - January 2008
GMAC LLC October 2004 - April 2007
GM March 2001 - September 2004
Plante & Moran, PLLC September 1998 - March 2001
John Deere Credit May 1997 - August 1998
Ernst & Young August 1996 - May 1997
Plante & Moran, PLLC January 1994 - August 1996
Skills
Accounting, Account Reconciliation, Financial Accounting, Financial Reporting, Financial Analysis, Internal Controls, Internal Audit, Automotive, Manufacturing, Sarbanes-Oxley Act, External Audit, Financial Audits, Auditing, Business Process, Technical Accounting, Financial Controls, SOX 404, Journal Entries, Accruals
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
B.B.A., Emphases in Accounting and Finance
Menominee High School 1985 — 1989
High School Diploma
Lawrence J. Herman, CPA, PC January 2006 - Present
HR Shaikh Seyar L.L.P. January 2006 - December 2011
Herman & Co., LLP January 2002 - December 2005
L.J. Herman & Associates, P.C., Inc. October 1984 - December 2002
World Resorts, Inc. November 1979 - September 1984
Honeywell October 1974 - October 1979
Plante & Moran, PLLC December 1969 - October 1974
Skills
Strategic Financial..., Investments, Accounting, Auditing, Management, CPA, Wealth, Financial Analysis, Financial Reporting, Tax, Internal Controls, Account Reconciliation
Education
University of Detroit 1966 — 1970
Bachelor of Science, Accounting
University of Detroit Mercy
Bachelor of Science, Accounting
Plante Moran January 2015 - Present
BMO Harris Bank August 2013 - January 2015
Plante & Moran, PLLC January 2009 - August 2013
Deloitte January 2008 - April 2008
Masco Corporation May 2007 - December 2007
Skills
Wealth Management, Private Equity/Venture..., Hedge Funds, Partnerships, Maintaining Strong..., Mentoring, Managing Key Accounts, Income Tax, Accounting, Tax, Tax Returns, CPA, Fixed Assets, GAAP, Tax Research, ProSystem fx Tax, General Ledger, High Net Worth..., SEC filings, US GAAP, Property Tax
Education
University of Michigan-Dearborn 2008 — 2009
Masters, Accounting, Specialization in Taxation
University of Michigan-Dearborn 2003 — 2007
BBA, Accounting
Plante & Moran July 2005 - Present
Plante & Moran, PLLC July 1998 - June 2005
Plante & Moran, PLLC January 1986 - June 1998
Skills
Auditing, Assurance, Succession Planning, Mergers & Acquisitions, Employee Benefits, Management Consulting
Education
University of Michigan-Dearborn 1981 — 1985
Plante & Moran PLLC January 1985 - Present
Skills
Auditing, Audit, Accounting, Assurance, Hospitals, Healthcare, Medicare, Leadership, Strategic Planning, Medicaid, CPA, Mergers & Acquisitions, GAAP, Healthcare Consulting, Revenue Cycle, Internal Controls, Corporate Tax, Tax, Healthcare Industry, Access, Financial Reporting, Tax Research, US GAAP, Financial Accounting
Education
Ferris State University 1982 — 1984
Bachelor of Science, Accounting
Dickinson Wright PLLC September 1997 - Present
Plante & Moran, PLLC June 1981 - May 1992
Skills
Due Diligence, Corporate Governance, Accounting, Strategic Planning, Management, Negotiation, Contract Negotiation, Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1981
BBA, Accounting and General Business
United Way of Midland County February 2015 - Present
United Way of Midland County February 2014 - February 2015
Dow Corning March 2012 - January 2014
Dow Corning January 2010 - March 2012
Plante & Moran, PLLC August 2006 - December 2009
Skills
Financial Reporting, Internal Controls, Financial Accounting, Accounting, General Ledger, Auditing, Financial Analysis, GAAP, Fixed Assets, CPA, Tax, Account Reconciliation, Internal Audit, Corporate Tax, Forecasting
Education
University of Michigan-Flint 2004 — 2006
BBA, Accounting
University of Michigan-Flint 1998 — 2004
BA, History, Mathematics
La-Z-Boy December 2011 - Present
Whirlpool Corporation April 2009 - December 2010
Whirlpool Corporation October 2007 - April 2009
Plante & Moran PLLC January 2006 - August 2007
Anderson Development Company April 1998 - December 2005
Skills
Process Improvement, Finance, Cash Flow, Variance Analysis, Accounts Payable, Financial Analysis
Education
Capella University 2002 — 2003
Graduate Certificate, Finance
Siena Heights University 1999 — 2001
Bachelor of Arts, Business: Accounting
Albion College 1993 — 1997
Economics & Management; Accounting Focus
Holland Hospital January 2015 - Present
Spectrum Health May 2014 - January 2015
Spectrum Health December 2012 - May 2014
Friends of the Rouge January 2010 - December 2013
Plante & Moran, PLLC June 2011 - December 2012
PricewaterhouseCoopers July 2009 - June 2011
University of Michigan - Ross School of Business July 2008 - June 2009
University of Michigan - Ross School of Business September 2007 - May 2008
Digital Home Videos May 2005 - August 2005
Skills
Accounting, Auditing, Excel, Financial Reporting, Microsoft Excel, Internal Controls, Assurance, Analysis, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
BBA, MAcc, Accounting, Business Information Technology
University of Michigan
Girls on the Run of Northwest Ohio October 2014 - Present
Plante & Moran, PLLC August 2005 - Present
Skills
Tax, Financial Analysis, CPA, General Ledger, Income Tax, Financial Accounting, State Tax, Tax Research, Internal Controls, Tax Preparation, Sarbanes-Oxley Act, Partnership Taxation, US GAAP, Financial Statements, GAAP, Auditing, Accounting, Corporate Tax, Tax Accounting, Financial Reporting, Fixed Assets, Journal Entries, SEC filings
Education
University of Dayton 1999 — 2004
BA, MBA, Accounting
Plante & Moran, PLLC January 1992 - Present
Skills
Auditing, Partnership Taxation, Forecasting, Tax, CPA, Budgets, Finance, GAAP, Internal Controls, Accounting, Financial Reporting, US GAAP, Financial Accounting, Manufacturing, Assurance, Sarbanes-Oxley Act, General Ledger, Corporate Tax, Financial Statements, Income Tax, Tax Preparation, Project Planning, Tax Research, Government
Education
University of Michigan-Dearborn 1987 — 1993
BBA, Accounting
Plante & Moran April 2006 - Present
Plante & Moran, PLLC January 2000 - April 2006
Skills
Auditing, Consulting, Performance Management, Organizational..., Staff Development, Instructional Design, Leadership Development, Training, Talent Management
Education
University of Michigan-Dearborn 2005 — 2006
MA, Performance Improvement & Instructional Design
Western Michigan University - Haworth College of Business 1995 — 1999
BBA, Accounting
Project: WorldWide March 2007 - Present
George P Johnson March 2007 - Present
Plante & Moran PLLC 2006 - 2007
IBM Global Services September 2003 - September 2005
EDS 2005 - 2005
ABB 1988 - 2003
ABB Flexible Automation 1988 - 2001
Skills
Messaging, Lotus Notes, System Administration, Lotus, Project Management, Lotus Domino, Blackberry, Disaster Recovery, System Deployment, Software Documentation, Network Administration, Lotus Domino..., Active Directory, Visio
Education
State University of New York College at Potsdam 1983 — 1987
BA, Computer Science, Writing
Plante & Moran, PLLC January 2010 - Present
Deloitte & Touche September 2005 - January 2010
Education
University of Illinois at Chicago
Plante & Moran April 2004 - Present
Plante & Moran, PLLC 1976 - Present
Gleason,Sklar, Sawyers & Cumpata, LLP April 1976 - April 2004
Education
University of Illinois at Urbana-Champaign 1969 — 1973
Plante & Moran, PLLC PartnerP&M1994 - Present
Education
University of Detroit Mercy
Nationwide Financial October 2014 - Present
Whalen & Company CPAs January 2013 - October 2014
Plante & Moran, PLLC October 2007 - December 2012
Crowe Horwath LLP June 2006 - October 2007
415 Group June 1997 - June 2006
Skills
Auditing
Education
The University of Akron 2000 — 2004
Masters, Taxaton
Mount Union College 1993 — 1997
Bachelor of Arts (B.A.), Accounting and Business/Management
Essendant January 2014 - Present
Argo Group June 2012 - January 2014
The Siegfried Group October 2011 - April 2012
Plante & Moran PLLC January 2007 - October 2011
Spectrum Global Fund Administration January 2006 - November 2006
TCF Bank January 2004 - October 2005
Skills
Auditing, Corporate Finance, Financial Audits, Manufacturing, Internal Controls, Financial Reporting, Accounting, Financial Statements, Internal Audit, GAAP, SOX 404, Risk Assessment, Audit Management, Analysis
Education
University of Illinois at Chicago 2004 — 2007
Bachelors, Accounting, Finance
University of Mumbai 2000 — 2003
Bachelors, Commerce
Dura Automotive January 2011 - Present
Global Automotive Systems, LLC March 2007 - January 2011
Plante & Moran, PLLC July 1997 - March 2007
Skills
Accounting, Internal Controls, Financial Reporting, Auditing, Forecasting, US GAAP, Consolidation, Financial Analysis, Internal Audit, Cost Accounting, SEC filings, Sarbanes-Oxley Act, Financial Audits, GAAP, General Ledger, Variance Analysis
Education
University of Michigan-Dearborn 1992 — 1997
Osprey, s.a., Ltd. July 2013 - Present
Ibis Investment Company 1997 - July 2013
The Virtual Group 1993 - 1997
Plante & Moran, PLLC 1987 - 1993
Skills
Strategic Planning, Financial Analysis, Budgets, Finance, Process Improvement, Team Building, Accounting, Due Diligence, Financial Reporting
Education
University of Detroit Mercy 1983 — 1987
Bachelor of Science (B.S.), Accounting
De La Salle Collegiate 1979 — 1983
High School
LL Bean July 2012 - Present
Peterson Sullivan LLP November 2010 - April 2011
Anderson ZurMuehlen October 2007 - October 2010
Clark Raymond & Co PLLC October 2006 - September 2007
Protiviti 2005 - 2006
Nordstrom 2004 - 2005
Plante & Moran, PLLC 2000 - 2004
PwC September 1999 - November 2000
Education
The University of Montana - School of Business Administration 1998 — 1999
JC Carter LLC March 2011 - Present
Aviation Component Solutions, Inc. October 2008 - Present
Mirifex Systems, LLC August 2005 - September 2008
Plante & Moran, PLLC October 2002 - May 2005
Education
Weatherhead School of Management at Case Western Reserve University 2005 — 2006
MBA
University of Dayton 1996 — 2000
Bachelors, Accounting & Finance
General Motors August 2010 - Present
General Motors November 2007 - July 2010
Plante & Moran, PLLC 2000 - 2006
Plante & Moran 2000 - 2006
Skills
Financial Reporting
Education
University of Michigan 1994 — 1999
Retired July 2012 - Present
Grosse Pointe Yacht Club 2004 - June 2012
Independent Newspapers, Inc. 1998 - 2003
H. O. Trerice Co. 1993 - 1997
Kolene Corporation 1976 - 1993
Plante & Moran, PLLC January 1966 - November 1976
Skills
Accounting, Financial Analysis, Manufacturing, Financial Reporting, Auditing, Forecasting, Budgets, CPA, Internal Controls, Finance, Microsoft Excel, Cash Flow, Tax, General Ledger, Managerial Finance
Education
University of Detroit Mercy 1964 — 1968
BS, Accounting
Plante & Moran PLLC July 1980 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1985
MST, Taxation
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Plante & Moran, PLLC 2008 - Present
Education
The University of Akron 2003 — 2008
Bachelor's of Science, Accounting
Huron Capital Partners January 2013 - Present
Plante & Moran PLLC 2006 - December 2012
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2007
MSA, Accounting
Loyola University Chicago 2002 — 2006
BBA, Accounting
Sprock Capital Advisory June 2007 - Present
Plante & Moran, PLLC 1992 - June 2007
Skills
Due Diligence, Business Valuation, Accounting, Financial Modeling, Mergers, Restructuring
Education
University of Michigan
PulteGroup July 2013 - Present
ThyssenKrupp USA November 2007 - August 2010
Plante & Moran November 2005 - November 2007
Plante & Moran, PLLC June 1996 - November 1999
Skills
Accounting, Corporate Tax, CPA, Tax, Income Tax, Financial Reporting, Auditing, Internal Controls, Financial Analysis, Financial Accounting, Provision, Tax Accounting, State Tax, Multi-state tax returns, Partnership Tax Returns, Personal Income Tax..., Tax Credits, GAAP, Sarbanes-Oxley Act, General Ledger, US GAAP, Financial Statements, Tax Research, Tax Preparation, Account Reconciliation, SEC Filings, Finance
Education
Walsh College 1992 — 1994
M.S., Accounting
University of Michigan 1987 — 1990
B.A., German, Business, Economics
Penske Automotive Group June 2009 - October 2011
Plante & Moran, PLLC August 2007 - April 2009
Education
University of Michigan 2006 — 2007
M.S., Finance
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and Accounting
Plante & Moran, PLLC Manager, HR ConsultingAmerican Society of EmployersSeptember 2013 - Present
Plante & Moran 1997 - July 2013
Skills
Employee Relations
Education
University of Michigan
Discover Financial Services 2014 - May 2014
Office Depot 2013 - 2014
The Siegfried Group, LLP 2010 - 2013
iPCS Wireless, Inc. 2008 - 2010
Quebecor World 2007 - 2008
Plante & Moran, PLLC 2005 - 2007
Corporate Accoung Inc. 2003 - 2005
Education
University of Illinois at Chicago 1999 — 2002
Bachelor of Science, Finance and IDS
Wilbur Wright College 1995 — 1999
Associate, General Studies
Stephen P. Hanudel, Attorney at Law July 2009 - Present
Plante & Moran, PLLC August 2008 - March 2009
The University of Akron January 2006 - May 2008
Skills
Tax Law, Corporate Tax, Trials, Criminal Defense, Tax, Family Law, Criminal Law, Patents, Accounting, Tax Research, Licensing, International Tax
Education
The University of Akron 2006 — 2008
Masters, Taxation
University of Akron School of Law 2004 — 2008
JD
The University of Akron 1999 — 2003
B.S., Accounting
Plante & Moran, PLLC January 2012 - Present
Education
Walsh College of Accountancy and Business Administration 2010 — 2011
Master of Science in Accountancy
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
Plante & Moran, PLLC June 1980 - Present
Plante & Moran 1980 - Present
Skills
Tax, CPA, Estate Tax Planning, Corporate Tax, Estate Planning, Tax Law, Tax Accounting, Partnership Taxation, Tax Preparation
Education
University of Michigan Law School 1977 — 1980
Juris Doctor, Tax Law/Taxation
Western Michigan University - Haworth College of Business 1973 — 1977
Bachelor of Business Adminstration, Accountancy
Plante & Moran, PLLC 1978 - Present
Skills
Sarbanes-Oxley Act, Corporate Finance, Forensic Accounting, Internal Audit, External Audit, Financial Reporting, Accounting, Risk Management, Internal Controls, IFRS, Assurance, Restructuring, Business Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1978
BBA, Business Administration
John Carroll University 1974 — 1976
Business Administration
University of California - Berkeley
Advanced Mathematics
Reinke Companies November 2011 - Present
EPIC: Engaging Philanthropy, Inspiring Creatives November 2010 - November 2011
Anna Meyers Interiors, Ltd. May 2009 - April 2011
AMCORE Bank September 2008 - April 2009
Plante & Moran PLLC May 2004 - August 2008
Gleeson Sklar Sawyers & Cumpata LLP July 1984 - April 2004
Skills
GAAP, Financial Reporting, CPA, Financial Analysis, Accounting, Tax, Auditing, Financial Statements, SEC filings, Internal Controls, Strategic Financial..., Corporate Tax, US GAAP, Tax Preparation, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Small Business, Income Tax, Fixed Assets, Assurance
Education
DePaul University
BS, Accounting
Plante & Moran PLLC 1992 - Present
Skills
Financial Reporting, Financial Analysis, Auditing, Accounting, GAAP, CPA, Leadership, Tax, Internal Controls, Corporate Tax, General Ledger, Manufacturing, Tax Accounting, Assurance, Management
Education
Aquinas College 1989 — 1992
BSBA, Accouting
Livonia Public Schools August 2010 - Present
Van Buren Public Schools January 2005 - August 2010
National City Bank July 2003 - January 2005
City of Allen Park December 2000 - July 2003
City of Riverview April 1998 - December 2000
Charter County of Wayne September 1994 - April 1998
Plante & Moran, PLLC July 1991 - July 1994
Skills
Tax Returns, Financial Reporting, Internal Controls, Income Tax, Audit, Financial Accounting, Reconciliation, Accounts Payable, General Ledger, Financial Control, Fixed Assets, Cash Flow, Reconciliations, Accounting, Journal Entries, Financial Analysis, Auditing, Budgeting, Forecasting, Financial Planning, Payroll, Tax, Cash Management, Strategic Financial..., Budgets, Microsoft Excel, Microsoft Word, Managerial Finance, GAAP, Finance, CPA, Financial Audits, Account Reconciliation, Management
Education
University of Michigan-Dearborn 1986 — 1991
B.B.A., Professional Accounting
Barnes Dennig June 2014 - Present
Plante & Moran, PLLC July 2009 - June 2014
Jackson, Rolfes, Spurgeon and Company August 1998 - June 2009
Chiquita June 1996 - May 1998
Skills
Accounting, Sarbanes-Oxley Act, Accounts Receivable, Financial Reporting, CPA, Financial Accounting, Microsoft Word, Financial Audits, Auditing, Accounts Payable, US GAAP, Internal Controls, Assurance, GAAP, QuickBooks, Tax Preparation, Tax, Microsoft Excel, Corporate Tax, Financial Analysis
Education
University of Cincinnati College of Business 1993 — 1998
Bachelor, Accounting
Plante & Moran PLLC 2008 - Present
Education
Western Michigan University 1977 — 1982
Bachelor of Business Administration, Marketing
Michigan State University
KPMG June 2014 - Present
Zanett Commercial Solutions March 2012 - May 2014
Deloitte Consulting November 2011 - March 2012
Zanett Commercial Solutions May 2009 - November 2011
NSF International November 2003 - May 2009
Plante & Moran, PLLC January 1999 - October 2003
Skills
Oracle E-Business Suite, Auditing, ERP, Budgets, Accounting, Business Process..., Business Analysis, Business Process, Process Improvement, General Ledger, Oracle Applications, Financial Reporting
Education
University of Michigan-Dearborn 1988 — 1998
BBA, Accounting
Chrysler May 2012 - Present
Plante & Moran, PLLC January 2007 - May 2012
Walsh College April 2010 - September 2010
Comerica Bank August 2003 - December 2006
Scottrade March 2003 - August 2003
Skills
Auditing, Accounting, GAAP, Tax, Internal Controls, IFRS, Financial Forecasting, US GAAP
Education
University of Detroit Mercy 2005 — 2008
Master's, Business
University of Detroit Mercy 2001 — 2005
Bachelor's, Business, Major Accounting
Plante & Moran PLLC 1995 - Present
Education
University of Michigan-Dearborn 1990 — 1994
BBA, Accounting
Joyce & Associates, LLC September 2010 - Present
Plante & Moran PLLC May 2004 - September 2010
Gleeson Sklar Sawyers & Cumpata June 1986 - April 2004
Skills
Accounting, Tax, CPA, Strategic Planning, Corporate Tax, GAAP, Tax Preparation, Partnership Taxation, Income Tax, Tax Research, Tax Accounting, Assurance, US GAAP, Tax Returns, Financial Statements, Forensic Accounting, State Tax
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1996
Masters, Taxation (MST)
Northern Illinois University 1981 — 1985
B.S, Accounting and Finance
St. Laurence High School 1977 — 1981
H.S., College Prep
Advanced Communications March 2011 - Present
ACS Healthcare Solutions January 2006 - March 2011
Plante & Moran, PLLC June 2001 - December 2005
Superior Consultant Holdings Corporation October 1997 - June 2001
Sandy Corporation a division of General Physics Corporation February 1994 - October 1997
Giffels Associates, Inc. October 1989 - January 1994
Skills
General Ledger, Software Implementation, Accounting, Financial Reporting, Accounts Receivable, Healthcare Information..., Process Improvement, Outlook
Education
University of Michigan-Dearborn 1983 — 1987
BSA, Marketing
Plante & Moran, PLLC 2008 - Present
Education
University of Michigan-Flint 2006 — 2008
BAA
Tokyo University of Foreign Studies
University of Michigan 2008 - Present
University of Michigan Health System June 2008 - November 2012
Plante & Moran 1999 - 2006
Plante & Moran, PLLC 1999 - 2006
PricewaterhouseCoopers 1993 - 1999
Coopers & Lybrand 1993 - 1998
Skills
Auditing, Financial Analysis, Financial Reporting, Accounting, Assurance, Internal Controls, GAAP, US GAAP, CPA, Financial Accounting, Internal Audit, Management
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
bba, Accounting
Wayne County Airport Authority February 2014 - Present
Wayne County Airport Authority October 2009 - January 2014
Plante & Moran, PLLC August 2004 - October 2009
Skills
Airports, Accounting, CPA, Internal Controls, Auditing, Financial Reporting, General Ledger, US GAAP
Education
Walsh College 2003 — 2004
MS, Accounting
University of Michigan 1998 — 2002
BA, Economics
U. S. Trust/Bank of America Private Wealth Management February 2014 - Present
JP Morgan September 2010 - February 2014
Wilson, Kemp & Associates, Inc. 2009 - 2010
Merrill Lynch 2007 - 2009
Munder Capital Management 1993 - 2007
Plante & Moran, PLLC 1980 - 1993
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1980
Bachelor of Business Administration with Distinction, Accounting
United Methodist Retirement Communities July 1997 - June 1999
Plante & Moran, PLLC 1994 - 1997
Thunderline Management Group TLMG July 1993 - December 1993
Epps & Antonishen, CPA, PC August 1992 - May 1993
Education
University of Michigan-Dearborn 1987 — 1993
BBA, Accounting
Amcor Rigid Plastics October 2013 - Present
Amcor Rigid Plastics January 2011 - October 2013
Amcor Rigid Plastics December 2006 - December 2010
Plante & Moran, PLLC August 2002 - December 2006
Skills
Financial Analysis, Financial Accounting, Accounting, Financial Reporting, Variance Analysis, Forecasting, Tax, Joint Ventures, Auditing, External Audit, Internal Controls, SAP, Business Planning &..., Hyperion Enterprise, Hyperion HFM, Foreign Exchange, Debt, CPA, Cost Accounting
Education
University of Michigan-Dearborn 1999 — 2002
BBA, Financial Accounting and Reporting Track
Plante & Moran July 1990 - Present
Plante & Moran PLLC 1990 - Present
Skills
CPA, GAAP, Financial Reporting, Auditing, Accounting, Internal Controls, Tax, Assurance, SEC filings, US GAAP, Financial Analysis, Financial Accounting, Tax Preparation, Corporate Tax, Sarbanes-Oxley Act, Financial Statements, Income Tax, Mergers & Acquisitions, General Ledger, Internal Audit
Education
Michigan State University 1987 — 1990
Bachelor's degree, Accounting
Michigan State University 1986 — 1990
Bachelors, Accounting
Plante & Moran January 2009 - Present
Plante & Moran, PLLC January 2008 - December 2008
Masco Corporation May 2007 - September 2007
Plante & Moran, PLLC January 2007 - April 2007
Skills
Microsoft Office, CCH, Caseware Working Papers, Tax Compliance, Tax Preparation, Tax Law, Income Tax, Corporate Tax, Sales Tax, Tax Accounting, Tax Research, Tax Credits, Prosystems FX Tax, Auditing, Audit, State Taxation, Individual Taxation, Partnership Taxation, Local Taxation, Federal Taxation, Property Tax, Tax, CPA, Financial Audits, ProSystem fx Tax
Education
Walsh College of Accountancy and Business Administration 2011 — 2014
Master's Degree, Taxation
University of Michigan-Dearborn 2004 — 2008
BBA, Financial Accounting and Reporting
Leanin' Tree, Inc. July 2013 - Present
The Caribou Companies August 2007 - July 2013
Architectural Energy Corporation October 2006 - August 2007
Woolf Aircraft Products, Inc. May 2004 - March 2006
Plante & Moran, PLLC October 1998 - April 2004
Watersaver Company, Inc. October 1996 - August 1998
Skills
Financial Reporting, Customer Service, Strategic Planning, Microsoft Excel, General Ledger, Microsoft Office, QuickBooks, Intercompany Accounts, Consolidated Financial..., Bank Reconciliation, Accounts Payable, Accounts Receivable, Budget Forecasts, Communication Skills, Tax Preparation, Payroll, Payroll Taxes, Employee Benefits, 401k, Health Insurance, Database Administration, Multi-State Sales Tax, Cash Management, Management, Real Estate Transactions, GAAP, Real Estate, Accounting, Business Planning
Education
Metropolitan State University of Denver 1996 — 1998
Bachelor of Science, Accounting
University of New Orleans 1992 — 1996
Accounting
ITC Holdings March 2012 - Present
Plante & Moran, PLLC September 2008 - February 2012
Standard Register September 2001 - August 2008
Education
University of Michigan 1995 — 1999
BA, History
Plante & Moran, PLLC
Skills
Tax Accounting, Corporate Tax, Income Tax, Tax Preparation, Tax Compliance, Tax Research, Accounting, Tax, Federal Tax
Education
University of Michigan-Dearborn 2005 — 2009
BBA, Accounting
McGladrey September 2005 - Present
CBIZ January 2005 - March 2005
Hyatt Hotels Corporation May 2004 - August 2004
Plante & Moran, PLLC January 2004 - March 2004
Morningstar June 2003 - December 2003
Skills
GAAP, Accounting, Financial Reporting, Internal Controls, Auditing, US GAAP, CPA, Financial Accounting, Assurance, General Ledger, Financial Analysis, Revenue Recognition, Financial Statements, Cost Accounting, Accounting Research
Education
University of Illinois at Chicago 2000 — 2005
Bachelor
Plante & Moran, PLLC managerPricewaterhouseCoopers1996 - 2005
PricewaterhouseCoopers 1996 - 2004
Ohio Department of Taxation 1990 - 1996
Education
University of Cincinnati 1979 — 1983
BBA, Accounting, Economics
VMS Management LLC, dba Great Clips 2005 - Present
Perennial Software 2002 - 2005
Thomson Reuters 1993 - 1997
Plante & Moran, PLLC 1990 - 1993
Education
The University of Akron 1980 — 1984
Accounting
Stout Risius Ross January 2014 - Present
Stout Risius Ross January 2011 - December 2013
Stout Risius Ross July 2008 - December 2010
Plante & Moran, PLLC 2007 - 2007
Skills
Financial Modeling, Financial Analysis, Litigation Support, DCF, Valuation, Business Valuation, Research, Report Writing, Finance, Economic Damages, Economics, Equity Valuation, Corporate Finance, Lost Profits, Securities, Large-scale Data..., Regression Analysis, Microsoft Excel, Microsoft Access, Thought Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, Strategy
Horizon Pharma plc December 2014 - Present
Miller, Cooper & Co., Ltd. July 2014 - December 2014
Deloitte Tax, LLP January 2011 - December 2013
Plante & Moran, PLLC August 2006 - December 2010
Morningstar February 2003 - June 2006
Skills
Accounting, CPA, Corporate Tax, Tax, Tax Preparation
Education
University of Illinois at Chicago 2000 — 2006
BS, Accounting
Uber June 2014 - Present
AArete April 2012 - June 2014
Gibson Consulting Group, LLC August 2011 - March 2012
Plante & Moran, PLLC June 2010 - August 2010
Skills
Data Analysis, Management Consulting, Financial Modeling, Financial Analysis, Supply Chain Management, Strategic Sourcing, Process Improvement, Access, Project Management, Negotiation, Due Diligence, Microsoft Excel, Valuation, Supply Chain
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelors, Accounting and Finance
Benet Academy
FCA Fiat Chrysler Automobiles May 2015 - Present
FCA Fiat Chrysler Automobiles April 2012 - April 2015
General Motors November 2011 - March 2012
General Motors 2010 - November 2011
Plante & Moran, PLLC 2007 - 2009
Skills
Microsoft Office, Sarbanes-Oxley Act, Internal Controls, Forecasting, Analysis, Auditing, Financial Reporting, Finance, Account Reconciliation, Strategic Financial..., Accounting, Process Improvement, Cash Flow, General Ledger, Internal Audit, Financial Planning
Education
University of Michigan 2001 — 2007
BBA, Accounting
Dura Automotive January 2015 - Present
HP January 2014 - December 2014
Nexteer Automotive 2012 - 2013
Yeo & Yeo CPA's January 2011 - June 2012
Plante & Moran, PLLC January 2010 - April 2010
Oakley Sub Assembly January 2008 - May 2009
Skills
Auditing, Tax Preparation, Microsoft Excel, Accounting, Tax, QuickBooks, Financial Reporting, Internal Controls, Accounts Payable, Payroll, Financial Accounting, General Ledger, US GAAP, CPA, Finance, Financial Analysis, Budgets, Financial Statements, GAAP, Public Speaking
Education
University of Michigan-Flint 2007 — 2009
BA, Accounting
Plante & Moran, PLLC January 2010 - Present
Deloitte & Touche September 2005 - January 2010
Education
University of Illinois at Chicago 2004 — 2005
Masters of Science, Accounting
Magna Services of America May 2011 - Present
Pulte Homes July 2007 - May 2011
Plante & Moran, PLLC 2001 - 2007
Skills
Tax, Accounting, Tax Research, Corporate Tax, CPA, Tax Accounting
Education
University of Michigan-Dearborn 1996 — 2000
Accounting
Nordic Interactive LLC January 2000 - Present
Webx Solutions LLC November 1999 - September 2000
O/E Systems June 1999 - November 1999
Plante & Moran PLLC April 1992 - June 1999
Warzyn, Inc. January 1989 - April 1992
Skills
SEO, E-commerce, Web Design, C#, .NET, VB.NET, Microsoft SQL Server, Start-ups, Entrepreneurship, Web Development, Software Development, New Business Development, CSS, Marketing Strategy, JavaScript, MySQL, Business Strategy, Online Marketing, ASP.NET, WCF, MVC, Testing, Requirements Gathering, Windows, Microsoft CRM, CRM Databases, CRM Integration
Education
Michigan State University 1980 — 1984
Bachelor's Degree
Plante & Moran PLLC June 2015 - Present
Accountemps - MASCO Cabinetry August 2014 - May 2015
Yaffe & Company – Yaffe/Deutser May 2010 - March 2014
Detroit Technology Inc. - Kelly Services July 2007 - March 2009
Marentette Landscaping and Excavating October 1998 - April 2007
Malnar Industries Ltd April 1980 - December 1997
Skills
Financial Reporting, Accounts Receivable, Accounts Payable, Accounting, Invoicing, Account Reconciliation, General Ledger, Fixed Assets, Analysis, Financial Statements, Payroll, Tax, Bookkeeping, Accruals, Cash Flow Forecasting, Customer Service, Microsoft Excel, Microsoft Word
Education
University of Manitoba
B.A, Climatology
CLA CAST (formerly Monaghan Group) August 2014 - Present
XOOM Energy February 2013 - April 2014
Altius University, LLC November 2011 - November 2012
Altius Education, Inc January 2010 - November 2012
Plante & Moran, PLLC 2006 - 2009
Bourgeois Bennett April 2003 - December 2005
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Budgets, GAAP, Financial Statements, Accounts Payable, Financial Accounting, Accounts Receivable, Account Reconciliation, Fixed Assets, Time Management, Tax Preparation, Management, Finance, General Ledger, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Outlook, CampusVue, CPA, Leadership, Process Improvement, Payroll, Revenue Recognition, Teamwork, Cash Flow, Forecasting, Financial Modeling, Invoicing, External Audit, Budget Process, Start-ups, Variance Analysis, Great Plains Software, Financial Audits, US GAAP, Assurance, Microsoft Office, Staff Development, Internal Audit, Cost Accounting, Tax, Consolidation, Journal Entries, Financial Analysis, Accruals, SOX 404
Education
University of New Orleans 2002 — 2003
MBA, Finance
University of New Orleans 1998 — 2002
BS, Accounting
Plante & Moran, PLLC July 2011 - Present
Deloitte July 2008 - June 2011
Skills
Auditing, Tax, CPA, Internal Controls, Corporate Tax, Income Tax, Tax Accounting
Education
University of Notre Dame 2007 — 2008
Master of Science (M.S.), Accounting
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of science in accounting, Tax accounting
Western Michigan University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Plante & Moran, PLLC August 2011 - Present
Plante & Moran June 2010 - August 2010
ADT Security Services January 2006 - January 2009
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, Tax Preparation
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2011
MAcc, Accounting
University of Michigan-Dearborn 2009 — 2010
Accounting
University of Wisconsin-Madison 2000 — 2004
B.S., Mathematics, History
University of Michigan Health System January 2015 - Present
Plante & Moran, PLLC August 2011 - December 2014
Plante Moran June 2009 - August 2010
Skills
CPA, Financial Analysis, Auditing, Financial Statements, Tax, Internal Controls, Finance, Assurance, Accounts Payable, Tax Preparation, Accounting, Financial Accounting, GAAP, Microsoft Excel, Financial Reporting, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2011
Master of Accounting, Accounting
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Accounting
Jean Ziolkowski, CPA CPAKaren Brown, CPA2004 - 2014
Plante & Moran, PLLC 1997 - 2003
Skills
S Corporations, Tax Preparation, Tax Returns, Partnership Taxation, Income Tax, Corporate Tax, Tax Accounting, CPA
Education
University of Illinois at Chicago 1979 — 1983
Bachelors, Accounting
PwC August 2014 - Present
Plante & Moran, PLLC August 2010 - August 2014
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2010
BS, MAS, Accountancy
Champion Home Builders, Inc. April 2011 - August 2013
oneCARE July 2010 - March 2011
Robert Bosch October 2007 - May 2010
Plante & Moran, PLLC August 2004 - October 2007
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2004
MAcc, Accounting
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Accounting and Finance
Credit Acceptance 2007 - Present
Plante & Moran, PLLC 2005 - 2007
Dixon Hughes Goodman LLP 2004 - 2005
Rosemont Realty - Formerly BGK Group 2003 - 2004
Skills
Licensed CPA, Tax, CPA, Process Improvement, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Analysis, Corporate Tax, Sales Tax, Strategic Financial..., Account Reconciliation, Microsoft Word, Microsoft Excel, Tax Returns, Payroll, Tax Research, Financial Planning
Education
Walsh College of Accountancy and Business Administration 2005 — 2006
Masters in Accounting, Accounting - Did not Graduate
The University of New Mexico 1997 — 2002
BBA, Accounting
Self employed January 1998 - Present
Jaffe, Raitt, Heuer & Weiss September 1991 - Present
Plante & Moran, PLLC June 1984 - June 1991
Skills
Tax
Education
University of Michigan-Dearborn 1980 — 1984
BSA, Accounting, Information Systems
Divine Child High School 1976 — 1980
Sears Holdings Corporation May 2012 - Present
DISYS January 2012 - May 2012
Plante & Moran, PLLC February 2008 - January 2012
Edibar Systems, Inc. January 2002 - February 2008
Skills
Windows 7, VMware, Virtualization, Ubuntu, CentOS, Shell Scripting, Windows Server 2008, Windows Server 2003, XenServer, Identity Management, Red Hat Linux, Security Patch..., System Deployment, Program Development, System Administration, Systems Engineering, System Architecture, Systems Analysis, Troubleshooting, Software Deployment, Windows Server, Active Directory, Group Policy, DNS, Disaster Recovery, IIS, Servers, Linux, Powershell, SCCM, Operating Systems, Netbackup, Information Security, Information Technology, Technical Support, ITIL, Networking, Unix, Software Documentation, Data Center, VMware ESX, Windows, Process Improvement
Education
University of Phoenix 2006 — 2009
Bachelor of Science, Information Systems Securities
Michigan State University August 2008 - Present
Plante & Moran PLLC January 2012 - August 2012
Yazaki North America May 2011 - August 2011
Your Event Party Rental May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Word, Excel, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, GAAP, Financial Statements, Financial Modeling, QuickBooks, CPA, Access, Internal Controls, General Ledger, Cost Accounting, Tax, Finance, Accounts Payable, US GAAP, Sarbanes-Oxley Act, Data Analysis
Education
Michigan State University 2012 — 2013
Master of Science (MS), Accounting
Michigan State University 2008 — 2012
Bachelor of Arts (BA), Accounting
Plante & Moran, PLLC August 2012 - Present
Skills
Microsoft Word, Microsoft Excel, Tax, Microsoft Office, Tax Research, PowerPoint, Financial Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2012
Master's degree, Taxation
Plante & Moran, PLLC December 2014 - Present
Aisin World Corp. of America June 2004 - November 2014
ADVICS NA March 2002 - May 2004
Skills
Certified Public..., Variance Analysis, Forecasting, Financial Reporting, Budgets, Finance, Financial Analysis, Accounting, CPA, Internal Controls
Education
University of Michigan-Dearborn 2004 — 2006
Master's degree, Accounting
University of Michigan 1999 — 2001
Bachelor of Arts (B.A.), Ecconomics
Plante & Moran, PLLC October 1994 - Present
Education
University of Michigan-Dearborn 1986 — 1990
Accounting and Finance