PMB Helin Donovan
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PMB Helin Donovan Employees
Employee
Years
Job
Industry
Jessica Alfrey Jessica Alfrey's PMB Helin Donovan Experience February 2011 - March 2013
Job Lead Graphic Designer at The OMG Group
Industry Design
Experience
The OMG Group March 2013 - Present
PMB Helin Donovan February 2011 - March 2013
Robert Talbot Vineyards July 2010 - February 2011
Khakis of Carmel April 2009 - May 2010
Construction Weekly February 2008 - April 2009
Skills
Art Direction, Typography, Logo Design, Graphic Design, Layout Design, Digital Signage, Adobe Creative Suite, Adobe Creative Cloud, InDesign, Digital Illustration, Vector Illustration, Web Design, Packaging, Creative Strategy, Photoshop, Social Media, Basic HTML, CSS, Photo Styling, Branding & Identity, User Interface Design, Trade Show Graphics, Trade Show Signage, Trade Show Presentations
Education
Academy of Art University
Web Design & New Media
FIDM/Fashion Institute of Design & Merchandising-San Francisco
Graphic Design
The OMG Group March 2013 - Present
PMB Helin Donovan February 2011 - March 2013
Robert Talbot Vineyards July 2010 - February 2011
Khakis of Carmel April 2009 - May 2010
Construction Weekly February 2008 - April 2009
Skills
Art Direction, Typography, Logo Design, Graphic Design, Layout Design, Digital Signage, Adobe Creative Suite, Adobe Creative Cloud, InDesign, Digital Illustration, Vector Illustration, Web Design, Packaging, Creative Strategy, Photoshop, Social Media, Basic HTML, CSS, Photo Styling, Branding & Identity, User Interface Design, Trade Show Graphics, Trade Show Signage, Trade Show Presentations
Education
Academy of Art University
Web Design & New Media
FIDM/Fashion Institute of Design & Merchandising-San Francisco
Graphic Design
Ricky Anderson, CPA Ricky Anderson, CPA's PMB Helin Donovan Experience February 2011 - July 2012
Job Tax Manager at LL Bradford & Company
Industry Accounting
Experience
LL Bradford & Company August 2013 - Present
Harper and Pearson Company July 2012 - July 2013
PMB Helin Donovan February 2011 - July 2012
McEvoy & Company January 2008 - February 2011
Skills
CPA, Tax Preparation, Strategic Financial..., Tax Advisory, Financial Reporting, Financial Advisory, Small Business, Tax Returns, QuickBooks
Education
Sam Houston State University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
College of the Mainland 2003 — 2005
Associate of Arts (A.A.)
LL Bradford & Company August 2013 - Present
Harper and Pearson Company July 2012 - July 2013
PMB Helin Donovan February 2011 - July 2012
McEvoy & Company January 2008 - February 2011
Skills
CPA, Tax Preparation, Strategic Financial..., Tax Advisory, Financial Reporting, Financial Advisory, Small Business, Tax Returns, QuickBooks
Education
Sam Houston State University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
College of the Mainland 2003 — 2005
Associate of Arts (A.A.)
Alan Couoh Alan Couoh's PMB Helin Donovan Experience March 2015 - Present
Job Senior Tax Accountant at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan March 2015 - Present
Carr, Riggs & Ingram, LLC December 2013 - March 2015
Carr, Riggs & Ingram, LLC January 2013 - December 2013
Beta Alpha Psi January 2013 - December 2013
National Association of Black Accountants January 2013 - December 2013
United States Marine Corps October 2005 - July 2010
Skills
Accounting, Military Experience, Operational Planning, Military Operations, Tax Preparation, Financial Accounting, GAAP, Financial Reporting, Public Speaking, Microsoft Excel, Microsoft Word, QuickBooks, Microsoft Office, Teamwork, Time Management, Financial Statements, Financial Analysis
Education
Texas State University-San Marcos 2012 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
The University of New Mexico 2010 — 2012
PMB Helin Donovan March 2015 - Present
Carr, Riggs & Ingram, LLC December 2013 - March 2015
Carr, Riggs & Ingram, LLC January 2013 - December 2013
Beta Alpha Psi January 2013 - December 2013
National Association of Black Accountants January 2013 - December 2013
United States Marine Corps October 2005 - July 2010
Skills
Accounting, Military Experience, Operational Planning, Military Operations, Tax Preparation, Financial Accounting, GAAP, Financial Reporting, Public Speaking, Microsoft Excel, Microsoft Word, QuickBooks, Microsoft Office, Teamwork, Time Management, Financial Statements, Financial Analysis
Education
Texas State University-San Marcos 2012 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
The University of New Mexico 2010 — 2012
Calley Fletcher Calley Fletcher's PMB Helin Donovan Experience September 2014 - Present
Job Staff Auditor
Industry Accounting
Experience
PMB Helin Donovan September 2014 - Present
Dr Pepper StarCenter August 2012 - August 2014
Dr Pepper StarCenter April 2008 - July 2012
Domino's Pizza December 2007 - April 2008
Skills
Event Planning, Budgets, Management, Sports, Microsoft Office, Customer Service, Time Management
Education
The University of Texas at Dallas 2012 — 2014
Master of Science (M.S.), Accounting
Georgia Southern University 2006 — 2007
Master of Science, Sport Management
The University of Georgia 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Georgia - Terry College of Business 2000 — 2004
BBA, Management
PMB Helin Donovan September 2014 - Present
Dr Pepper StarCenter August 2012 - August 2014
Dr Pepper StarCenter April 2008 - July 2012
Domino's Pizza December 2007 - April 2008
Skills
Event Planning, Budgets, Management, Sports, Microsoft Office, Customer Service, Time Management
Education
The University of Texas at Dallas 2012 — 2014
Master of Science (M.S.), Accounting
Georgia Southern University 2006 — 2007
Master of Science, Sport Management
The University of Georgia 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Georgia - Terry College of Business 2000 — 2004
BBA, Management
Sarah Elliott Sarah Elliott's PMB Helin Donovan Experience December 2010 - August 2014
Job Professional Coach and Founder of Ellivate Advisors, LLC
Industry Professional Training & Coaching
Experience
Ellivate Advisors, LLC August 2014 - Present
PMB Helin Donovan December 2010 - August 2014
PricewaterhouseCoopers LLP - Austin September 2000 - November 2010
PricewaterhouseCoopers LLP - National Office July 2008 - June 2010
Skills
Professional..., Executive Coaching, Auditing, Internal Controls, Accounting, Financial Reporting, US GAAP, Assurance, SEC filings, GAAP, Sarbanes-Oxley Act, Financial Analysis, CPA, Revenue Recognition, Financial Statements, Financial Accounting, Financial Audits, External Audit, Big 4, Start-ups
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2016
Graduate Certificate, Executive and Professional Coaching
Texas A&M University - Mays Business School 1995 — 2000
BBA, Accounting
Ellivate Advisors, LLC August 2014 - Present
PMB Helin Donovan December 2010 - August 2014
PricewaterhouseCoopers LLP - Austin September 2000 - November 2010
PricewaterhouseCoopers LLP - National Office July 2008 - June 2010
Skills
Professional..., Executive Coaching, Auditing, Internal Controls, Accounting, Financial Reporting, US GAAP, Assurance, SEC filings, GAAP, Sarbanes-Oxley Act, Financial Analysis, CPA, Revenue Recognition, Financial Statements, Financial Accounting, Financial Audits, External Audit, Big 4, Start-ups
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2016
Graduate Certificate, Executive and Professional Coaching
Texas A&M University - Mays Business School 1995 — 2000
BBA, Accounting
Grace Chiang Grace Chiang's PMB Helin Donovan Experience October 2013 - November 2013
Job Senior Accountant at Snap Kitchen
Industry Accounting
Experience
Snap Kitchen October 2014 - Present
Art for the People Gallery October 2014 - Present
Raven + Lily December 2013 - October 2014
PMB Helin Donovan October 2013 - November 2013
PMB Helin Donovan September 2011 - September 2013
McCombs School of Business August 2010 - May 2011
University of Texas - College of Education - Learning Techology Center - Laptop Help Desk 2010 - May 2011
U.S. Government Accountability Office May 2010 - August 2010
Skills
QuickBooks, Accounting, Microsoft Excel, Financial Reporting, Budgeting & Forecasting, Auditing, Financial Accounting, Data Analysis, Financial Analysis, Internal Controls, PowerPoint, Access, Analysis, Spanish, Microsoft Word, Microsoft Office, Outlook, GAAP, Economics, Financial Statements, US GAAP, Payroll, Bookkeeping, Budgets, General Ledger
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Masters in Professional Accounting
Snap Kitchen October 2014 - Present
Art for the People Gallery October 2014 - Present
Raven + Lily December 2013 - October 2014
PMB Helin Donovan October 2013 - November 2013
PMB Helin Donovan September 2011 - September 2013
McCombs School of Business August 2010 - May 2011
University of Texas - College of Education - Learning Techology Center - Laptop Help Desk 2010 - May 2011
U.S. Government Accountability Office May 2010 - August 2010
Skills
QuickBooks, Accounting, Microsoft Excel, Financial Reporting, Budgeting & Forecasting, Auditing, Financial Accounting, Data Analysis, Financial Analysis, Internal Controls, PowerPoint, Access, Analysis, Spanish, Microsoft Word, Microsoft Office, Outlook, GAAP, Economics, Financial Statements, US GAAP, Payroll, Bookkeeping, Budgets, General Ledger
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Masters in Professional Accounting
Kamran Malik's PMB Helin Donovan Experience August 2012 - November 2012
Job Senior I Fiduciary Trust Tax Services at EY
Industry Accounting
Experience
EY December 2014 - Present
HRSS CPAs & Advisors March 2013 - November 2014
PMB Helin Donovan August 2012 - November 2012
Fossil May 2012 - August 2012
Janitorial Supplies Company February 2012 - May 2012
Maryville University January 2011 - May 2011
Weaver January 2009 - May 2009
First Command Financial Services January 2008 - May 2008
Skills
Federal Taxation, Financial Planning and..., Federal and State Tax..., Excel, PowerPoint, Word, Outlook, Accounts Payable, Accounts Receivable, Microsoft Excel, Tax, Microsoft Word, Microsoft Office, Financial Statements, Account Reconciliation, Accounting, Analysis, Financial Accounting, General Ledger, Finance, Invoicing, Public Speaking, Academic Achievement, Team Leadership
Education
Maryville University of Saint Louis 2010 — 2011
Master of Business Administration (MBA), Accounting
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
EY December 2014 - Present
HRSS CPAs & Advisors March 2013 - November 2014
PMB Helin Donovan August 2012 - November 2012
Fossil May 2012 - August 2012
Janitorial Supplies Company February 2012 - May 2012
Maryville University January 2011 - May 2011
Weaver January 2009 - May 2009
First Command Financial Services January 2008 - May 2008
Skills
Federal Taxation, Financial Planning and..., Federal and State Tax..., Excel, PowerPoint, Word, Outlook, Accounts Payable, Accounts Receivable, Microsoft Excel, Tax, Microsoft Word, Microsoft Office, Financial Statements, Account Reconciliation, Accounting, Analysis, Financial Accounting, General Ledger, Finance, Invoicing, Public Speaking, Academic Achievement, Team Leadership
Education
Maryville University of Saint Louis 2010 — 2011
Master of Business Administration (MBA), Accounting
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance
Eli Alston-Stepnitz Eli Alston-Stepnitz's PMB Helin Donovan Experience June 2009 - June 2012
Job Research Associate at Health Equity Institute (SFSU)
Industry Research
Experience
San Francisco State University June 2014 - Present
San Francisco State University July 2012 - Present
Affective Beginnings: LGBTQ Issues in Teacher Education January 2012 - December 2012
Karkiainen & Associates March 2011 - June 2012
PMB Helin Donovan June 2009 - June 2012
Skills
SPSS, Qualitative Research, Data Analysis, Microsoft Excel, Research, Social Media, Public Relations, Social Media Marketing, Analysis, Qualtrics, NVivo, Quantitative Research, Data Collection, Technical Writing, Collaboration, Comfortable working..., Microsoft Word, Sociology, WordPress, Drupal, Social Networking, Strategic Communications, Event Management, Event Planning, PowerPoint, Nonprofits
Education
San Francisco State University 2009 — 2012
B.A., Sociology
City College of San Francisco 2007 — 2009
A.A., Sociology
Long Beach City College 2003 — 2007
Sociology
San Francisco State University June 2014 - Present
San Francisco State University July 2012 - Present
Affective Beginnings: LGBTQ Issues in Teacher Education January 2012 - December 2012
Karkiainen & Associates March 2011 - June 2012
PMB Helin Donovan June 2009 - June 2012
Skills
SPSS, Qualitative Research, Data Analysis, Microsoft Excel, Research, Social Media, Public Relations, Social Media Marketing, Analysis, Qualtrics, NVivo, Quantitative Research, Data Collection, Technical Writing, Collaboration, Comfortable working..., Microsoft Word, Sociology, WordPress, Drupal, Social Networking, Strategic Communications, Event Management, Event Planning, PowerPoint, Nonprofits
Education
San Francisco State University 2009 — 2012
B.A., Sociology
City College of San Francisco 2007 — 2009
A.A., Sociology
Long Beach City College 2003 — 2007
Sociology
Mona Aflatooni, CPA, MBA Mona Aflatooni, CPA, MBA's PMB Helin Donovan Experience January 2010 - April 2010
Job SEC Reporting
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Community Bank of the Bay May 2012 - February 2014
Tri-Valley Bank March 2011 - June 2012
Vavrinek, Trine, Day & Co., LLP May 2010 - March 2011
PMB Helin Donovan January 2010 - April 2010
KPMG Audit September 2008 - April 2009
Solectron June 2007 - September 2007
Demaray's Gymnastics May 2000 - April 2007
Skills
GAAP, SOX 404, FAS 5, SOP 97-2, OMB Circular A-133, US GAAP, SEC filings, Auditing, Internal Controls, Sarbanes-Oxley Act, Revenue Recognition, Accounting, Financial Reporting, Financial Analysis, Community Banking, Internal Audit, CPA, QuickBooks, Balance, Cash Management, Analysis, SEC Filings
Education
California State University-East Bay 2009 — 2012
MBA, IT Management
California State University-East Bay 2006 — 2008
BS, Business Administration with concentrations in Accounting, Finance, and Corporate Management
Ohlone College 2004 — 2006
AA, Business Administration, Honors
Newark memorial
Wells Fargo February 2014 - Present
Community Bank of the Bay May 2012 - February 2014
Tri-Valley Bank March 2011 - June 2012
Vavrinek, Trine, Day & Co., LLP May 2010 - March 2011
PMB Helin Donovan January 2010 - April 2010
KPMG Audit September 2008 - April 2009
Solectron June 2007 - September 2007
Demaray's Gymnastics May 2000 - April 2007
Skills
GAAP, SOX 404, FAS 5, SOP 97-2, OMB Circular A-133, US GAAP, SEC filings, Auditing, Internal Controls, Sarbanes-Oxley Act, Revenue Recognition, Accounting, Financial Reporting, Financial Analysis, Community Banking, Internal Audit, CPA, QuickBooks, Balance, Cash Management, Analysis, SEC Filings
Education
California State University-East Bay 2009 — 2012
MBA, IT Management
California State University-East Bay 2006 — 2008
BS, Business Administration with concentrations in Accounting, Finance, and Corporate Management
Ohlone College 2004 — 2006
AA, Business Administration, Honors
Newark memorial
Christy Hill Christy Hill's PMB Helin Donovan Experience January 2013 - May 2015
Job Partner at Steinbruner Hill CPAs
Industry Accounting
Experience
Steinbruner Hill CPAs June 2015 - Present
PMB Helin Donovan January 2013 - May 2015
BBR LLP June 1995 - December 2012
Skills
Tax, Accounting, Tax Preparation, CPA, Income Tax, QuickBooks, Financial Accounting, Corporate Tax, Financial Reporting
Education
University of San Diego
BBA, Accounting
Steinbruner Hill CPAs June 2015 - Present
PMB Helin Donovan January 2013 - May 2015
BBR LLP June 1995 - December 2012
Skills
Tax, Accounting, Tax Preparation, CPA, Income Tax, QuickBooks, Financial Accounting, Corporate Tax, Financial Reporting
Education
University of San Diego
BBA, Accounting
Angelica Beas Angelica Beas's PMB Helin Donovan Experience August 2013 - Present
Job Staff Accountant at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan August 2013 - Present
Education
San Francisco State University
Bachelor of Science (BS)
PMB Helin Donovan August 2013 - Present
Education
San Francisco State University
Bachelor of Science (BS)
Kathy Still Kathy Still's PMB Helin Donovan Experience January 2012 - Present
Job Audit Partner at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan January 2012 - Present
Vink Teague & Associates November 1994 - December 2011
Bailey Vaught Robertson May 1986 - October 1994
Image One Productions June 1984 - May 1986
Skills
GAAP, Auditing, Assurance, US GAAP, Internal Controls, Financial Reporting, Financial Accounting, Private school auditing, Non-profit auditing, SEC filings, Financial Audits, External Audit, Accounting, Tax, Sarbanes-Oxley Act, Financial Statements, CPA, SEC Filings, Budgets
Education
Texas Woman's University 1978 — 1983
BBA, Accounting
PMB Helin Donovan January 2012 - Present
Vink Teague & Associates November 1994 - December 2011
Bailey Vaught Robertson May 1986 - October 1994
Image One Productions June 1984 - May 1986
Skills
GAAP, Auditing, Assurance, US GAAP, Internal Controls, Financial Reporting, Financial Accounting, Private school auditing, Non-profit auditing, SEC filings, Financial Audits, External Audit, Accounting, Tax, Sarbanes-Oxley Act, Financial Statements, CPA, SEC Filings, Budgets
Education
Texas Woman's University 1978 — 1983
BBA, Accounting
Mary Hennington Mary Hennington's PMB Helin Donovan Experience January 2012 - Present
Job Tax Partner at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan January 2012 - Present
Vink Teague & Associates February 1987 - December 2011
Fox & Company September 1980 - September 1984
Skills
Tax, ProSystem fx Tax
Education
The University of Texas at Austin 1968 — 1973
PMB Helin Donovan January 2012 - Present
Vink Teague & Associates February 1987 - December 2011
Fox & Company September 1980 - September 1984
Skills
Tax, ProSystem fx Tax
Education
The University of Texas at Austin 1968 — 1973
Antonio Moawad Antonio Moawad's PMB Helin Donovan Experience May 2010 - April 2011
Job CPA | Audit | Governance | Technology
Industry Information Technology and Services
Experience
Dell May 2013 - Present
Harte-Hanks, Inc. April 2011 - May 2013
PMB Helin Donovan May 2010 - April 2011
Cameron April 2009 - April 2010
Freescale Semiconductor, Inc. June 2006 - January 2009
KPMG August 2003 - May 2006
Stewart & Stevenson January 2002 - July 2003
KPMG January 1999 - January 2002
US Army October 1992 - June 1995
Skills
Turn Around Management, Building Key..., Resource Management, Business Process..., Internal Audit..., Enterprise Risk..., Sarbanes-Oxley Act, COBIT, Capabilities Maturity..., SSAE16, SAS70, PCAOB standards, COSO Framework, HIPAA, ERP Implementations, IT Audit, Financial Audits, External Audit, Financial Analysis, Accounting Applications, Fraud Detection, Fraud Risk Asssessment, Data Privacy, Data Security, Center of Excellence, Shared Service Center, Call Center, Fulfillment Services, Internal Controls, Internal Audit, Risk Management, CISA, ERP, ITIL, Cross-functional Team..., Information Technology, Segregation of Duties, Budgets, CPA, Governance, Process Improvement, Risk Assessment, Accounting, ITGC, SEC filings, GAAP, Account Reconciliation, Management, Finance, US GAAP
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1998
Bachelor's Degree, Master in Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1998
Bachelor's Degree, Bachelors in Business Administration (Accounting)
Glen A. Wilson 1988 — 1991
High School
Dell May 2013 - Present
Harte-Hanks, Inc. April 2011 - May 2013
PMB Helin Donovan May 2010 - April 2011
Cameron April 2009 - April 2010
Freescale Semiconductor, Inc. June 2006 - January 2009
KPMG August 2003 - May 2006
Stewart & Stevenson January 2002 - July 2003
KPMG January 1999 - January 2002
US Army October 1992 - June 1995
Skills
Turn Around Management, Building Key..., Resource Management, Business Process..., Internal Audit..., Enterprise Risk..., Sarbanes-Oxley Act, COBIT, Capabilities Maturity..., SSAE16, SAS70, PCAOB standards, COSO Framework, HIPAA, ERP Implementations, IT Audit, Financial Audits, External Audit, Financial Analysis, Accounting Applications, Fraud Detection, Fraud Risk Asssessment, Data Privacy, Data Security, Center of Excellence, Shared Service Center, Call Center, Fulfillment Services, Internal Controls, Internal Audit, Risk Management, CISA, ERP, ITIL, Cross-functional Team..., Information Technology, Segregation of Duties, Budgets, CPA, Governance, Process Improvement, Risk Assessment, Accounting, ITGC, SEC filings, GAAP, Account Reconciliation, Management, Finance, US GAAP
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1998
Bachelor's Degree, Master in Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1998
Bachelor's Degree, Bachelors in Business Administration (Accounting)
Glen A. Wilson 1988 — 1991
High School
James Boateng James Boateng's PMB Helin Donovan Experience February 2014 - Present
Job Staff Auditor at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan February 2014 - Present
University of North Texas Student union August 2012 - December 2013
Fidelity Investments February 2013 - February 2013
division for equity and diversity UNT August 2011 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Bookkeeping, Auditing, Tax, Research, English, Time Management, Income Tax
Education
University of North Texas 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
PMB Helin Donovan February 2014 - Present
University of North Texas Student union August 2012 - December 2013
Fidelity Investments February 2013 - February 2013
division for equity and diversity UNT August 2011 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Bookkeeping, Auditing, Tax, Research, English, Time Management, Income Tax
Education
University of North Texas 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
Mila Alexandrova-Rohleen, CPA Mila Alexandrova-Rohleen, CPA's PMB Helin Donovan Experience January 2013 - December 2013
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte January 2014 - Present
PMB Helin Donovan January 2013 - December 2013
BBR LLP January 2010 - December 2012
Monterey Plaza Hotel & Spa January 2006 - December 2010
Chipinaw summer camp June 2004 - August 2005
Skills
Auditing, Tax, Income Tax, CPA, Accounting, QuickBooks, GAAP, Tax Preparation, General Ledger, Financial Reporting, Account Reconciliation, Financial Accounting, Bookkeeping, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Financial Analysis, Forecasting, Microsoft Excel, Budgets
Education
CSU Monterey Bay 2009 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, Summa Cum Laude with distinction(GPA >3.9)
Monterey Peninsula College 2006 — 2008
Associate of Arts (AA), General Studies, A
Chuvash State Teachers' Training University 2000 — 2004
Liberal Studies, Russian Language and Literature, A (no GPA in Russia)
Deloitte January 2014 - Present
PMB Helin Donovan January 2013 - December 2013
BBR LLP January 2010 - December 2012
Monterey Plaza Hotel & Spa January 2006 - December 2010
Chipinaw summer camp June 2004 - August 2005
Skills
Auditing, Tax, Income Tax, CPA, Accounting, QuickBooks, GAAP, Tax Preparation, General Ledger, Financial Reporting, Account Reconciliation, Financial Accounting, Bookkeeping, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Financial Analysis, Forecasting, Microsoft Excel, Budgets
Education
CSU Monterey Bay 2009 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, Summa Cum Laude with distinction(GPA >3.9)
Monterey Peninsula College 2006 — 2008
Associate of Arts (AA), General Studies, A
Chuvash State Teachers' Training University 2000 — 2004
Liberal Studies, Russian Language and Literature, A (no GPA in Russia)
Brittany Browning, CPA Brittany Browning, CPA's PMB Helin Donovan Experience February 2013 - January 2014
Job Partner at The Wenmohs Group
Industry Accounting
Experience
The Wenmohs Group January 2014 - Present
PMB Helin Donovan February 2013 - January 2014
Deloitte September 2012 - February 2013
Deloitte & Touche November 2009 - September 2012
Deloitte February 2009 - May 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2009
Masters in Professional Accounting, Taxation
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration, Accounting
The Wenmohs Group January 2014 - Present
PMB Helin Donovan February 2013 - January 2014
Deloitte September 2012 - February 2013
Deloitte & Touche November 2009 - September 2012
Deloitte February 2009 - May 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2009
Masters in Professional Accounting, Taxation
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration, Accounting
Abraham Torres Abraham Torres's PMB Helin Donovan Experience March 2006 - March 2010
Job President
Industry Venture Capital & Private Equity
Experience
Alesi Holdings April 2010 - Present
Valence Technology October 2013 - September 2014
PMB Helin Donovan March 2006 - March 2010
Education
Marquette University
Bachelor of Science, Finance and International Business
Alesi Holdings April 2010 - Present
Valence Technology October 2013 - September 2014
PMB Helin Donovan March 2006 - March 2010
Education
Marquette University
Bachelor of Science, Finance and International Business
Rebecca Elam's PMB Helin Donovan Experience June 2012 - August 2012
Job Fraud Investigation & Dispute Services at EY
Industry Accounting
Experience
EY September 2014 - Present
Indiana University August 2010 - May 2014
EY June 2013 - August 2013
PMB Helin Donovan June 2012 - August 2012
Camp Livingston June 2009 - August 2011
Self-Employed August 2009 - May 2010
Skills
Management, Leadership, Auditing, Microsoft Office, Event Planning, Access, PowerPoint, Research, Public Speaking, Facebook, Microsoft Excel, Social Media, Teamwork, Tax, Payroll, Microsoft Word, Open Space Planning
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (BS), Accounting and Entrepreneurship/Corporate Innovation with Honors
Indiana University Bloomington 2010 — 2014
Bachelor's degree
EY September 2014 - Present
Indiana University August 2010 - May 2014
EY June 2013 - August 2013
PMB Helin Donovan June 2012 - August 2012
Camp Livingston June 2009 - August 2011
Self-Employed August 2009 - May 2010
Skills
Management, Leadership, Auditing, Microsoft Office, Event Planning, Access, PowerPoint, Research, Public Speaking, Facebook, Microsoft Excel, Social Media, Teamwork, Tax, Payroll, Microsoft Word, Open Space Planning
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (BS), Accounting and Entrepreneurship/Corporate Innovation with Honors
Indiana University Bloomington 2010 — 2014
Bachelor's degree
James D. Hodges James D. Hodges's PMB Helin Donovan Experience January 2012 - Present
Job Partner at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan January 2012 - Present
Vink Teague & Associates January 2006 - December 2011
Psychological Software Solutions, Inc. January 2000 - December 2005
James D. Hodges, CPA, LLC January 1980 - December 2005
Allegiance Group, Inc. January 1989 - December 1997
Triland Building Group September 1985 - December 1988
Equitable Grossman Dallas Company September 1982 - August 1985
Trammell Crow Company September 1980 - August 1982
Arthur Andersen & Company August 1976 - August 1980
Skills
Texas Certified Public..., Texas Licensed Real..., 2001 CPA of the year..., Auditing, Finance, Start-ups, Accounting, CPA, Real Estate Transactions, SEC filings, Tax, Financial Reporting, Financial Analysis, Business Development, Due Diligence, Personal Tax Planning, Business Tax Planning, Sellers, Management, US GAAP, Corporate Tax, Tax Research, Tax Accounting, Tax Preparation, Partnership Taxation, GAAP, Tax Returns, Internal Controls, Mergers & Acquisitions, Income Tax, Forensic Accounting, Financial Accounting, Sarbanes-Oxley Act, QuickBooks, Financial Statements, Cash Flow, Leadership
Education
The University of Texas at Arlington - College of Business Administration 1973 — 1976
BBA Accounting, Accounting
PMB Helin Donovan January 2012 - Present
Vink Teague & Associates January 2006 - December 2011
Psychological Software Solutions, Inc. January 2000 - December 2005
James D. Hodges, CPA, LLC January 1980 - December 2005
Allegiance Group, Inc. January 1989 - December 1997
Triland Building Group September 1985 - December 1988
Equitable Grossman Dallas Company September 1982 - August 1985
Trammell Crow Company September 1980 - August 1982
Arthur Andersen & Company August 1976 - August 1980
Skills
Texas Certified Public..., Texas Licensed Real..., 2001 CPA of the year..., Auditing, Finance, Start-ups, Accounting, CPA, Real Estate Transactions, SEC filings, Tax, Financial Reporting, Financial Analysis, Business Development, Due Diligence, Personal Tax Planning, Business Tax Planning, Sellers, Management, US GAAP, Corporate Tax, Tax Research, Tax Accounting, Tax Preparation, Partnership Taxation, GAAP, Tax Returns, Internal Controls, Mergers & Acquisitions, Income Tax, Forensic Accounting, Financial Accounting, Sarbanes-Oxley Act, QuickBooks, Financial Statements, Cash Flow, Leadership
Education
The University of Texas at Arlington - College of Business Administration 1973 — 1976
BBA Accounting, Accounting
Chris Steinbruner Chris Steinbruner's PMB Helin Donovan Experience January 2013 - May 2015
Job Owner at SteinbrunerHill CPAs
Industry Accounting
Experience
SteinbrunerHill CPAs June 2015 - Present
International School of Monterey 2007 - Present
PMB Helin Donovan January 2013 - May 2015
BBR LLP July 1990 - December 2012
Dunlap, Steinbruner & Lubow CPAs January 2000 - December 2007
Skills
Tax, Estate Planning, Mergers, Real Estate, Management Consulting, Business Entity Planning, Public Speaking, Auditing, Accounting, Corporate Tax, Mergers & Acquisitions, Nonprofits, Leadership, Income Tax, CPA, Strategic Planning, Financial Reporting, Business, Financial Analysis, Start-ups, Business Planning, Project Planning, Budgets, Small Business, Trusts
Education
Santa Clara University 1986 — 1990
BSC, Business - Accounting
Santa Clara University - Leavey School of Business 1986 — 1990
Accounting
SteinbrunerHill CPAs June 2015 - Present
International School of Monterey 2007 - Present
PMB Helin Donovan January 2013 - May 2015
BBR LLP July 1990 - December 2012
Dunlap, Steinbruner & Lubow CPAs January 2000 - December 2007
Skills
Tax, Estate Planning, Mergers, Real Estate, Management Consulting, Business Entity Planning, Public Speaking, Auditing, Accounting, Corporate Tax, Mergers & Acquisitions, Nonprofits, Leadership, Income Tax, CPA, Strategic Planning, Financial Reporting, Business, Financial Analysis, Start-ups, Business Planning, Project Planning, Budgets, Small Business, Trusts
Education
Santa Clara University 1986 — 1990
BSC, Business - Accounting
Santa Clara University - Leavey School of Business 1986 — 1990
Accounting
Michelle Aguirre Michelle Aguirre's PMB Helin Donovan Experience May 2011 - August 2011
Job Administrative Assistant at The Olivia Collection
Industry Education Management
Experience
The Olivia Collection March 2014 - Present
Private Families September 2012 - Present
Greatest Common Factory June 2012 - August 2012
Ronald McDonald House Charities of the Southwest January 2012 - May 2012
PMB Helin Donovan May 2011 - August 2011
Skills
Event Management, Nonprofits, Fundraising, Social Networking, Event Planning, Community Outreach, Non-profits
Education
Texas Tech University 2008 — 2012
Human Sciences, Human Development and Family Studies, General
The Olivia Collection March 2014 - Present
Private Families September 2012 - Present
Greatest Common Factory June 2012 - August 2012
Ronald McDonald House Charities of the Southwest January 2012 - May 2012
PMB Helin Donovan May 2011 - August 2011
Skills
Event Management, Nonprofits, Fundraising, Social Networking, Event Planning, Community Outreach, Non-profits
Education
Texas Tech University 2008 — 2012
Human Sciences, Human Development and Family Studies, General
Steve Glidden Steve Glidden's PMB Helin Donovan Experience March 2011 - March 2013
Job Enthusiastic and Competitive HR professional
Industry Management Consulting
Experience
PMB Helin Donovan March 2011 - March 2013
Lamb's Tire and Automotive June 2005 - March 2011
Georgetown ISD March 2004 - May 2005
Worm's Way Inc March 2001 - December 2003
Davidson Dental Center August 1996 - December 2000
Glidden & Associates, Inc. June 1991 - July 1996
Skills
Benefits Administration, Training, Human Resources, Recruiting, Leadership, Employee Training, Employee Benefits, Management, Personnel Management, Payroll, Team Building, Budgets, Strategic Planning, CRM, Business Development, Consulting, Customer Service, Mentoring, Microsoft Excel, Financial Reporting
Education
The University of Tennessee at Chattanooga
I/O Psychology
PMB Helin Donovan March 2011 - March 2013
Lamb's Tire and Automotive June 2005 - March 2011
Georgetown ISD March 2004 - May 2005
Worm's Way Inc March 2001 - December 2003
Davidson Dental Center August 1996 - December 2000
Glidden & Associates, Inc. June 1991 - July 1996
Skills
Benefits Administration, Training, Human Resources, Recruiting, Leadership, Employee Training, Employee Benefits, Management, Personnel Management, Payroll, Team Building, Budgets, Strategic Planning, CRM, Business Development, Consulting, Customer Service, Mentoring, Microsoft Excel, Financial Reporting
Education
The University of Tennessee at Chattanooga
I/O Psychology
Lauren Thomas Lauren Thomas's PMB Helin Donovan Experience February 2014 - April 2014
Job Senior Internal Auditor at National Financial Partners
Industry Accounting
Experience
National Financial Partners April 2014 - Present
PMB Helin Donovan February 2014 - April 2014
PMB Helin Donovan October 2011 - February 2014
PMB Helin Donovan October 2008 - October 2011
PMB Helin Donovan August 2006 - October 2008
Skills
Auditing, Accounting, SEC filings, Financial Reporting, Internal Controls, Financial Statements, GAAP, Financial Audits, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, General Ledger, Financial Accounting, Consolidation, Internal Audit, SEC Filings
Education
Texas State University-San Marcos 2001 — 2005
BBA, Accounting
National Financial Partners April 2014 - Present
PMB Helin Donovan February 2014 - April 2014
PMB Helin Donovan October 2011 - February 2014
PMB Helin Donovan October 2008 - October 2011
PMB Helin Donovan August 2006 - October 2008
Skills
Auditing, Accounting, SEC filings, Financial Reporting, Internal Controls, Financial Statements, GAAP, Financial Audits, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, General Ledger, Financial Accounting, Consolidation, Internal Audit, SEC Filings
Education
Texas State University-San Marcos 2001 — 2005
BBA, Accounting
Jeffry Sugimoto Jeffry Sugimoto's PMB Helin Donovan Experience January 2013 - May 2015
Job Senior Accountant at Steinbruner Hill CPAs
Industry Accounting
Experience
Steinbruner Hill CPAs June 2015 - Present
PMB Helin Donovan January 2013 - May 2015
Byron Union School District November 2010 - December 2014
Khoo & Company, Inc February 2012 - January 2013
SGC Financial January 2010 - February 2012
Skills
Series 7, Series 66, CPA Candidate, Uniform Combined State..., 401k, Retirement Planning
Education
University of California, Santa Barbara 2007 — 2009
BA, Economics, Accounting Emphasis
Steinbruner Hill CPAs June 2015 - Present
PMB Helin Donovan January 2013 - May 2015
Byron Union School District November 2010 - December 2014
Khoo & Company, Inc February 2012 - January 2013
SGC Financial January 2010 - February 2012
Skills
Series 7, Series 66, CPA Candidate, Uniform Combined State..., 401k, Retirement Planning
Education
University of California, Santa Barbara 2007 — 2009
BA, Economics, Accounting Emphasis
Brittany Lopez, CPA's PMB Helin Donovan Experience January 2011 - March 2011
Job Accounting Manager, Distributed Generation at SunPower Corporation
Industry Accounting
Experience
SunPower Corporation June 2015 - Present
SunPower Corporation May 2013 - June 2015
PwC August 2011 - May 2013
University Federal Credit Union October 2008 - June 2011
PMB Helin Donovan January 2011 - March 2011
University Federal Credit Union May 2007 - October 2008
United Heritage Credit Union June 2006 - May 2007
Skills
Financial Reporting, Accounting, Auditing, Account Reconciliation, GAAP, Banking, General Ledger, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Journal Entries, Microsoft Excel, CPA, US GAAP, Leadership, Assurance, SOX 404, Sarbanes-Oxley, Financial Audits, Accounting Research, Credit Unions, Financial Analysis, Financial Statement..., Accounts Receivable, Financial Forecasting, Cash Flow Forecasting, Financial Operations, SEC Filings, Process Improvement, Financial Modeling, Credit, SEC filings
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2011
MPA, Accounting
St. Edward's University 2007 — 2010
BBA, Accounting
SunPower Corporation June 2015 - Present
SunPower Corporation May 2013 - June 2015
PwC August 2011 - May 2013
University Federal Credit Union October 2008 - June 2011
PMB Helin Donovan January 2011 - March 2011
University Federal Credit Union May 2007 - October 2008
United Heritage Credit Union June 2006 - May 2007
Skills
Financial Reporting, Accounting, Auditing, Account Reconciliation, GAAP, Banking, General Ledger, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Journal Entries, Microsoft Excel, CPA, US GAAP, Leadership, Assurance, SOX 404, Sarbanes-Oxley, Financial Audits, Accounting Research, Credit Unions, Financial Analysis, Financial Statement..., Accounts Receivable, Financial Forecasting, Cash Flow Forecasting, Financial Operations, SEC Filings, Process Improvement, Financial Modeling, Credit, SEC filings
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2011
MPA, Accounting
St. Edward's University 2007 — 2010
BBA, Accounting
Jeremy Marshall Jeremy Marshall's PMB Helin Donovan Experience February 2012 - November 2014
Job Tax Professsional at Holtman & Company, LLC
Industry Accounting
Experience
Holtman & Company, LLC January 2015 - Present
PMB Helin Donovan February 2012 - November 2014
Hartman, Leito & Bolt January 2006 - January 2012
Beaird Harris & Co, PC May 1999 - December 2005
Skills
QuickBooks, CPA, Accounting, Tax, Income Tax, Corporate Tax, Tax Returns, Tax Preparation, Tax Research, Partnership Taxation, Bookkeeping, Financial Statements, Payroll, GAAP, Sales Tax, Tax Accounting, US GAAP
Education
Texas A&M University 1994 — 1999
Bachelor of Business Administration (BBA), Accounting
Holtman & Company, LLC January 2015 - Present
PMB Helin Donovan February 2012 - November 2014
Hartman, Leito & Bolt January 2006 - January 2012
Beaird Harris & Co, PC May 1999 - December 2005
Skills
QuickBooks, CPA, Accounting, Tax, Income Tax, Corporate Tax, Tax Returns, Tax Preparation, Tax Research, Partnership Taxation, Bookkeeping, Financial Statements, Payroll, GAAP, Sales Tax, Tax Accounting, US GAAP
Education
Texas A&M University 1994 — 1999
Bachelor of Business Administration (BBA), Accounting
Lanette Pogue's PMB Helin Donovan Experience January 2014 - April 2014
Job MPA, Master in Professional Accounting, Taxation from The University of Texas at Austin and MA, Communication
Industry Accounting
Experience
The Wenmohs Group May 2014 - Present
Sole Proprietor 1992 - Present
PMB Helin Donovan January 2014 - April 2014
Austin Community College, Texas State University, and Sacramento City College 2007 - 2013
Professional Formatter, Business Consultant and Market Researcher 2004 - 2013
Office Manager, Bookkeeper, Accounts Payable Manager 1992 - 2002
Skills
Accounting, Public Speaking, Research, Data Analysis, Writing, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Editing, Formatting Documents, Social Media, Business Planning, Financial Reporting, Financial Accounting, Communication
Education
The University of Texas at Austin 2013 — 2014
Master in Professional Accounting, Taxation / Generalist, Accounting GPA - 3.834 - Sommerfeld Scholar Award
California State University-Sacramento 2002 — 2005
Master of Arts, Communication Studies, GPA: 4.0
The Wenmohs Group May 2014 - Present
Sole Proprietor 1992 - Present
PMB Helin Donovan January 2014 - April 2014
Austin Community College, Texas State University, and Sacramento City College 2007 - 2013
Professional Formatter, Business Consultant and Market Researcher 2004 - 2013
Office Manager, Bookkeeper, Accounts Payable Manager 1992 - 2002
Skills
Accounting, Public Speaking, Research, Data Analysis, Writing, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Editing, Formatting Documents, Social Media, Business Planning, Financial Reporting, Financial Accounting, Communication
Education
The University of Texas at Austin 2013 — 2014
Master in Professional Accounting, Taxation / Generalist, Accounting GPA - 3.834 - Sommerfeld Scholar Award
California State University-Sacramento 2002 — 2005
Master of Arts, Communication Studies, GPA: 4.0
Jordan Fowler's PMB Helin Donovan Experience January 2014 - April 2014
Job Auditor at PMB Helin Donovan
Industry Accounting
Experience
Grand Haven Homes October 2014 - Present
PMB Helin Donovan January 2014 - April 2014
Austin Jones Enterprises, LLC June 2012 - January 2014
Sherwin-Williams Paints May 2011 - June 2012
Centex Remodeling June 2009 - May 2011
Skills
Construction Drawings, Construction, Construction Engineering, Construction Accounting, Accounting, Financial Accounting, Cost Accounting, Management Accounting, Sales, Analysis, Budgets, Microsoft Excel
Education
Concordia University-Austin 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
Abilene Christian University 2002 — 2003
Grand Haven Homes October 2014 - Present
PMB Helin Donovan January 2014 - April 2014
Austin Jones Enterprises, LLC June 2012 - January 2014
Sherwin-Williams Paints May 2011 - June 2012
Centex Remodeling June 2009 - May 2011
Skills
Construction Drawings, Construction, Construction Engineering, Construction Accounting, Accounting, Financial Accounting, Cost Accounting, Management Accounting, Sales, Analysis, Budgets, Microsoft Excel
Education
Concordia University-Austin 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
Abilene Christian University 2002 — 2003
Sandy Singer Sandy Singer's PMB Helin Donovan Experience July 2012 - September 2013
Job Sandra M. Singer, LLC Certified Public Accountant
Industry Accounting
Experience
Sandra M. Singer, LLC October 2013 - Present
PMB Helin Donovan July 2012 - September 2013
Ankeney & Singer, LLP July 2004 - July 2012
John W. Ankeney, CPA April 2001 - July 2004
Skills
Real Estate, HUD audits, Internal Controls, Assurance, Financial Analysis, Mergers & Acquisitions, Financial Statements, External Audit, Revenue Recognition
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Accounting
Sandra M. Singer, LLC October 2013 - Present
PMB Helin Donovan July 2012 - September 2013
Ankeney & Singer, LLP July 2004 - July 2012
John W. Ankeney, CPA April 2001 - July 2004
Skills
Real Estate, HUD audits, Internal Controls, Assurance, Financial Analysis, Mergers & Acquisitions, Financial Statements, External Audit, Revenue Recognition
Education
Texas State University-San Marcos
Bachelor of Business Administration (B.B.A.), Accounting
Jonathan Grabert Jonathan Grabert's PMB Helin Donovan Experience January 2015 - Present
Job Audit Associate at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan January 2015 - Present
Harden Healthcare, LLC January 2013 - Present
Board Game Bash May 2011 - Present
St. Edward's University April 2007 - June 2012
St. Edward's University May 2004 - April 2007
Renaissance Austin Hotel June 2002 - May 2004
Skills
Access, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Windows, Customer Service, Visio, Research, Database Administration, HTML, Microsoft Word, Troubleshooting, Higher Education, Outlook, Analysis, Software Documentation, Project Management, Data Entry, Accounting, Accounts Receivable, Event Planning, Cost Accounting, Auditing, Financial Accounting, Supervisory Experience, Extrovert, Communication, SQL, Budgets, Process Improvement, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master in Professional Accounting, Accounting
St. Edward's University 2010 — 2012
Master of Science, Accounting
St. Edward's University 2002 — 2005
Bachelor of Arts, Computer Systems Management
Langham Creek HS 1993 — 1997
PMB Helin Donovan January 2015 - Present
Harden Healthcare, LLC January 2013 - Present
Board Game Bash May 2011 - Present
St. Edward's University April 2007 - June 2012
St. Edward's University May 2004 - April 2007
Renaissance Austin Hotel June 2002 - May 2004
Skills
Access, Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Windows, Customer Service, Visio, Research, Database Administration, HTML, Microsoft Word, Troubleshooting, Higher Education, Outlook, Analysis, Software Documentation, Project Management, Data Entry, Accounting, Accounts Receivable, Event Planning, Cost Accounting, Auditing, Financial Accounting, Supervisory Experience, Extrovert, Communication, SQL, Budgets, Process Improvement, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master in Professional Accounting, Accounting
St. Edward's University 2010 — 2012
Master of Science, Accounting
St. Edward's University 2002 — 2005
Bachelor of Arts, Computer Systems Management
Langham Creek HS 1993 — 1997
David Andrews, CPA David Andrews, CPA's PMB Helin Donovan Experience January 2010 - March 2010
Job Controller at Progenicare
Industry Accounting
Experience
Progenicare October 2013 - Present
OpenSymmetry October 2012 - August 2013
Deloitte January 2011 - September 2012
PMB Helin Donovan January 2010 - March 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Internal Controls, US GAAP, IFRS, Microsoft Excel, Financial Statements, Variance Analysis, Analysis
Education
Texas State University 2009 — 2010
Master of Accountancy, Accounting
The Master's College 2003 — 2008
Bachelor of Science, Biology, Pre-med
Progenicare October 2013 - Present
OpenSymmetry October 2012 - August 2013
Deloitte January 2011 - September 2012
PMB Helin Donovan January 2010 - March 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Internal Controls, US GAAP, IFRS, Microsoft Excel, Financial Statements, Variance Analysis, Analysis
Education
Texas State University 2009 — 2010
Master of Accountancy, Accounting
The Master's College 2003 — 2008
Bachelor of Science, Biology, Pre-med
Edward Lomboy's PMB Helin Donovan Experience August 2014 - Present
Job Tax Manager at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan August 2014 - Present
Crawford Pimentel & Co., Inc. July 2009 - August 2014
UC Santa Cruz August 2001 - June 2009
Via Rehabilitation Services, Inc. March 1999 - June 2001
Skills
Tax Preparation, QuickBooks, Accounting, Budgets, Financial Reporting, Analysis, US GAAP, Auditing, Account Reconciliation, Tax, SEC filings, General Ledger, Internal Controls, Accounts Receivable, Financial Accounting, Revenue Recognition, Accounts Payable, GAAP, CPA, Income Tax, Corporate Tax, Tax Returns, Financial Statements, Tax Accounting, Tax Research, Financial Analysis, Microsoft Excel, Spreadsheets, Sales Tax, Journal Entries, Bookkeeping, Variance Analysis, Fixed Assets, Small Business, Partnership Taxation, Management
Education
San Jose State University 2007 — 2009
B.S., Accounting
California State University Stanislaus 1993 — 1997
BA, English
Palma High School 1987 — 1991
Diploma
PMB Helin Donovan August 2014 - Present
Crawford Pimentel & Co., Inc. July 2009 - August 2014
UC Santa Cruz August 2001 - June 2009
Via Rehabilitation Services, Inc. March 1999 - June 2001
Skills
Tax Preparation, QuickBooks, Accounting, Budgets, Financial Reporting, Analysis, US GAAP, Auditing, Account Reconciliation, Tax, SEC filings, General Ledger, Internal Controls, Accounts Receivable, Financial Accounting, Revenue Recognition, Accounts Payable, GAAP, CPA, Income Tax, Corporate Tax, Tax Returns, Financial Statements, Tax Accounting, Tax Research, Financial Analysis, Microsoft Excel, Spreadsheets, Sales Tax, Journal Entries, Bookkeeping, Variance Analysis, Fixed Assets, Small Business, Partnership Taxation, Management
Education
San Jose State University 2007 — 2009
B.S., Accounting
California State University Stanislaus 1993 — 1997
BA, English
Palma High School 1987 — 1991
Diploma
Holly Helin Holly Helin's PMB Helin Donovan Experience December 2006 - July 2011
Job CPA at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter LLP July 2011 - Present
PMB Helin Donovan December 2006 - July 2011
Durbin Bennett - Tax Advisors, LLP 2005 - 2006
Skills
Corporate Tax, Accounting, Partnership Taxation, Business Tax Planning, Personal Tax Planning, State Tax, International Tax, Tax Research, Consulting, Income Tax
Education
The University of Texas at Austin 2002 — 2005
Master of Professional Accounting, Taxation
Maxwell Locke & Ritter LLP July 2011 - Present
PMB Helin Donovan December 2006 - July 2011
Durbin Bennett - Tax Advisors, LLP 2005 - 2006
Skills
Corporate Tax, Accounting, Partnership Taxation, Business Tax Planning, Personal Tax Planning, State Tax, International Tax, Tax Research, Consulting, Income Tax
Education
The University of Texas at Austin 2002 — 2005
Master of Professional Accounting, Taxation
Benjamin Stortz Benjamin Stortz's PMB Helin Donovan Experience August 2005 - August 2011
Job Senior Accounting Manager at TriNet
Industry Accounting
Experience
TriNet February 2015 - Present
US Army 1996 - Present
Armanino LLP December 2012 - February 2015
SingerLewak LLP April 2012 - December 2012
Carr, Riggs & Ingram, LLC August 2011 - April 2012
PMB Helin Donovan August 2005 - August 2011
Armanino LLP February 2002 - August 2005
Skills
Auditing, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, GAAP, Internal Audit, Financial Statements, Tax, Internal Controls, QuickBooks
Education
California State University-Hayward 1999 — 2001
Bachelor of Science, Business Administration-Accounting Option
Diablo Valley College
TriNet February 2015 - Present
US Army 1996 - Present
Armanino LLP December 2012 - February 2015
SingerLewak LLP April 2012 - December 2012
Carr, Riggs & Ingram, LLC August 2011 - April 2012
PMB Helin Donovan August 2005 - August 2011
Armanino LLP February 2002 - August 2005
Skills
Auditing, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, GAAP, Internal Audit, Financial Statements, Tax, Internal Controls, QuickBooks
Education
California State University-Hayward 1999 — 2001
Bachelor of Science, Business Administration-Accounting Option
Diablo Valley College
Arnaud Mougin Arnaud Mougin's PMB Helin Donovan Experience November 2006 - October 2011
Job Manager at Jade Associates
Industry Accounting
Experience
Jade Associates November 2011 - Present
PMB Helin Donovan November 2006 - October 2011
Constantin Associates March 2000 - October 2006
MAV Consulting September 1998 - February 2000
Skills
Tax Preparation, Financial Reporting, Consolidation, Audit, Accounting, Internal Controls, US GAAP, Non-profits, Microsoft Office, Start-ups, SOX, Due Diligence, Payroll, Auditing, Accounts Payable, Tax Returns, Bookkeeping, Tax, Budgeting, GAAP, SEC reporting, Quickbooks, Nonprofits, Sarbanes-Oxley Act, Management, Corporate Tax, CPA, SEC filings, Finance
Education
California Coast University 2011 — 2012
Bachelor's degree, Business Administration
BurySup 1995 — 1998
BS (French DECF Degree), Accounting, Finance
Jade Associates November 2011 - Present
PMB Helin Donovan November 2006 - October 2011
Constantin Associates March 2000 - October 2006
MAV Consulting September 1998 - February 2000
Skills
Tax Preparation, Financial Reporting, Consolidation, Audit, Accounting, Internal Controls, US GAAP, Non-profits, Microsoft Office, Start-ups, SOX, Due Diligence, Payroll, Auditing, Accounts Payable, Tax Returns, Bookkeeping, Tax, Budgeting, GAAP, SEC reporting, Quickbooks, Nonprofits, Sarbanes-Oxley Act, Management, Corporate Tax, CPA, SEC filings, Finance
Education
California Coast University 2011 — 2012
Bachelor's degree, Business Administration
BurySup 1995 — 1998
BS (French DECF Degree), Accounting, Finance
Edward Hattrup's PMB Helin Donovan Experience September 2007 - January 2009
Job Director of Finance at New Waterloo
Industry Hospitality
Experience
New Waterloo May 2013 - Present
Sustainable Food Center July 2012 - July 2015
Pecan Street, Inc. January 2012 - May 2013
Figer & Company February 2009 - January 2012
PMB Helin Donovan September 2007 - January 2009
Tate & Tryon, CPAs August 2005 - August 2007
Skills
Accounting, Auditing, Financial Accounting, GAAP, Internal Controls, US GAAP, Financial Reporting, Cash Flow, Revenue Recognition, Budgets, General Ledger, Financial Statements, Forecasting, Accounts Payable, Financial Analysis, Quickbooks, Audit, Reconciliation, Budgeting, Non-profits, Financial Audits, Bookkeeping, Financial Statement..., Bank Reconciliation, External Audit, Journal Entries, Managing Project Budgets, Budget Proposals, Financial Projection, Payroll
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
BBA, Accountancy
New Waterloo May 2013 - Present
Sustainable Food Center July 2012 - July 2015
Pecan Street, Inc. January 2012 - May 2013
Figer & Company February 2009 - January 2012
PMB Helin Donovan September 2007 - January 2009
Tate & Tryon, CPAs August 2005 - August 2007
Skills
Accounting, Auditing, Financial Accounting, GAAP, Internal Controls, US GAAP, Financial Reporting, Cash Flow, Revenue Recognition, Budgets, General Ledger, Financial Statements, Forecasting, Accounts Payable, Financial Analysis, Quickbooks, Audit, Reconciliation, Budgeting, Non-profits, Financial Audits, Bookkeeping, Financial Statement..., Bank Reconciliation, External Audit, Journal Entries, Managing Project Budgets, Budget Proposals, Financial Projection, Payroll
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
BBA, Accountancy
Jacqueline Cao Jacqueline Cao's PMB Helin Donovan Experience October 2013 - January 2014
Job Corporate Tax Accountant at Sonic Healthcare USA
Industry Accounting
Experience
Sonic Healthcare USA January 2014 - Present
PMB Helin Donovan October 2013 - January 2014
PMB Helin Donovan August 2011 - September 2013
McCombs School of Business July 2010 - December 2010
National Instruments May 2009 - September 2009
Applied Materials May 2008 - August 2008
Skills
Tax, CPA, Tax Research, Corporate Tax, Tax Preparation, Partnership Taxation, US GAAP
Education
The University of Texas at Austin 2006 — 2011
MPA, Accounting
Sonic Healthcare USA January 2014 - Present
PMB Helin Donovan October 2013 - January 2014
PMB Helin Donovan August 2011 - September 2013
McCombs School of Business July 2010 - December 2010
National Instruments May 2009 - September 2009
Applied Materials May 2008 - August 2008
Skills
Tax, CPA, Tax Research, Corporate Tax, Tax Preparation, Partnership Taxation, US GAAP
Education
The University of Texas at Austin 2006 — 2011
MPA, Accounting
Bruce Dunlap, CPA, CVA Bruce Dunlap, CPA, CVA's PMB Helin Donovan Experience January 2013 - Present
Job PartnerPMBHD, Accountants & Consultants
Industry Accounting
Experience
PMB Helin Donovan January 2013 - Present
Skills
Estate Planning, Tax, Trusts, Estate Law, Management Consulting, Small Business, Business Planning, Mergers & Acquisitions, Start-ups, Tax Preparation
Education
UC Irvine 1970 — 1972
Masters Degree, Fine Arts
University of San Diego 1962 — 1966
Bachelors Degree, Accounting
PMB Helin Donovan January 2013 - Present
Skills
Estate Planning, Tax, Trusts, Estate Law, Management Consulting, Small Business, Business Planning, Mergers & Acquisitions, Start-ups, Tax Preparation
Education
UC Irvine 1970 — 1972
Masters Degree, Fine Arts
University of San Diego 1962 — 1966
Bachelors Degree, Accounting
Greg Lyle Greg Lyle's PMB Helin Donovan Experience January 2012 - March 2012
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
PMB Helin Donovan January 2012 - March 2012
The Walt Disney Company May 2011 - August 2011
Riverside Resources August 2009 - December 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2013
Master in Professional Accounting, Assurance
Deloitte September 2013 - Present
PMB Helin Donovan January 2012 - March 2012
The Walt Disney Company May 2011 - August 2011
Riverside Resources August 2009 - December 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2013
Master in Professional Accounting, Assurance
Christopher Bauer's PMB Helin Donovan Experience January 2007 - October 2014
Job Managing Partner at Bauer & Company, LLC
Industry Accounting
Experience
Bauer & Company, LLC November 2014 - Present
PMB Helin Donovan January 2007 - October 2014
Freescale Semiconductor June 2005 - January 2007
KPMG LLP September 1997 - May 2005
Skills
SEC filings, Sarbanes-Oxley Act, Financial Accounting, Strategic Financial..., CPA, Start-ups, Financial Audits, Process Improvement, US GAAP, Auditing, GAAP, Account Reconciliation, Financial Reporting, Managerial Finance, Internal Controls, Financial Analysis, IFRS, External Audit, Due Diligence, Accounting, Assurance, Financial Modeling, Consolidation, Finance, General Ledger, Fixed Assets, Budgets, Revenue Recognition, Bookkeeping, Sarbanes-Oxley, Forecasting, Big 4, Financial Statements, Corporate Finance, IPO, IT Audit, Acquisition Integration, Variance Analysis, Mergers & Acquisitions, Internal Audit, Cash Flow, SEC Filings
Education
Boston College 1993 — 1997
B.S., Accounting
Bauer & Company, LLC November 2014 - Present
PMB Helin Donovan January 2007 - October 2014
Freescale Semiconductor June 2005 - January 2007
KPMG LLP September 1997 - May 2005
Skills
SEC filings, Sarbanes-Oxley Act, Financial Accounting, Strategic Financial..., CPA, Start-ups, Financial Audits, Process Improvement, US GAAP, Auditing, GAAP, Account Reconciliation, Financial Reporting, Managerial Finance, Internal Controls, Financial Analysis, IFRS, External Audit, Due Diligence, Accounting, Assurance, Financial Modeling, Consolidation, Finance, General Ledger, Fixed Assets, Budgets, Revenue Recognition, Bookkeeping, Sarbanes-Oxley, Forecasting, Big 4, Financial Statements, Corporate Finance, IPO, IT Audit, Acquisition Integration, Variance Analysis, Mergers & Acquisitions, Internal Audit, Cash Flow, SEC Filings
Education
Boston College 1993 — 1997
B.S., Accounting
Natalie Clem, CPA's PMB Helin Donovan Experience June 2013 - January 2014
Job Tax Senior at S. Lee Riffe, P.C.
Industry Accounting
Experience
S. Lee Riffe, P.C. January 2014 - Present
PMB Helin Donovan June 2013 - January 2014
PMB Helin Donovan October 2012 - June 2013
PMB Helin Donovan January 2010 - October 2012
PwC January 2008 - March 2008
Skills
Tax Preparation, Corporate Tax, Non-profits, Partnerships, CCH ProSystem fx, Microsoft Excel, ProSystem fx Tax, GAAP, SEC filings, Accounting, Financial Accounting, CPA, US GAAP, Partnership Taxation, Tax Accounting, Tax Research
Education
Baylor University - Hankamer School of Business 2004 — 2009
Hyde Park Baptist
S. Lee Riffe, P.C. January 2014 - Present
PMB Helin Donovan June 2013 - January 2014
PMB Helin Donovan October 2012 - June 2013
PMB Helin Donovan January 2010 - October 2012
PwC January 2008 - March 2008
Skills
Tax Preparation, Corporate Tax, Non-profits, Partnerships, CCH ProSystem fx, Microsoft Excel, ProSystem fx Tax, GAAP, SEC filings, Accounting, Financial Accounting, CPA, US GAAP, Partnership Taxation, Tax Accounting, Tax Research
Education
Baylor University - Hankamer School of Business 2004 — 2009
Hyde Park Baptist
Bonnie Adcox Bonnie Adcox's PMB Helin Donovan Experience January 2014 - October 2014
Job Certified Public Accountant at Tostevin Accountancy Corp
Industry Accounting
Experience
Tostevin Accountancy Corp November 2014 - Present
PMB Helin Donovan January 2014 - October 2014
Tostevin Accountancy Corp June 1997 - December 2013
Bryon McBroom, CPA 1992 - 1997
Education
California State University Stanislaus 1990 — 1990
B.S., Accounting
Golden Gate University
Tax
Tostevin Accountancy Corp November 2014 - Present
PMB Helin Donovan January 2014 - October 2014
Tostevin Accountancy Corp June 1997 - December 2013
Bryon McBroom, CPA 1992 - 1997
Education
California State University Stanislaus 1990 — 1990
B.S., Accounting
Golden Gate University
Tax
David McJunkin's PMB Helin Donovan Experience January 2010 - February 2010
Job Financial Analyst | Operations Manager | SAP Database Query Designer | Passionate in using new tech to enhance processes
Industry Financial Services
Experience
Rockwater Energy Solutions October 2014 - June 2015
Nalco Champion, An EcoLab Company May 2013 - May 2014
Champion Technologies July 2011 - April 2013
Champion Technologies August 2010 - June 2011
PMB Helin Donovan January 2010 - February 2010
PMB Helin Donovan January 2008 - December 2009
Champion Technologies May 2007 - July 2007
Skills
Accounting, SAP, Financial Reporting, Analysis, Forecasting, Budgets, Auditing, Financial Analysis, Internal Controls, Microsoft Excel, Consolidation, US GAAP, General Ledger, SAP R/3, Business Process..., Budget, Research, Project Management, Financial Modeling, Operations Management
Education
Texas State University 2004 — 2007
Masters of Accountancy (MAccy), Accounting
Rockwater Energy Solutions October 2014 - June 2015
Nalco Champion, An EcoLab Company May 2013 - May 2014
Champion Technologies July 2011 - April 2013
Champion Technologies August 2010 - June 2011
PMB Helin Donovan January 2010 - February 2010
PMB Helin Donovan January 2008 - December 2009
Champion Technologies May 2007 - July 2007
Skills
Accounting, SAP, Financial Reporting, Analysis, Forecasting, Budgets, Auditing, Financial Analysis, Internal Controls, Microsoft Excel, Consolidation, US GAAP, General Ledger, SAP R/3, Business Process..., Budget, Research, Project Management, Financial Modeling, Operations Management
Education
Texas State University 2004 — 2007
Masters of Accountancy (MAccy), Accounting
Karina Altamirano's PMB Helin Donovan Experience July 2014 - August 2014
Job FulbrightHays Scholar at Fulbright China Program
Industry Financial Services
Experience
Dragonfly Automation Software June 2015 - August 2015
Fulbright-Hays Scholarship Program January 2015 - June 2015
PMB Helin Donovan July 2014 - August 2014
LATESTSALE.COM LIMITED September 2013 - November 2013
Apante Investments LP 2012 - September 2013
Universidad de Zaragoza June 2013 - August 2013
New York University August 2012 - December 2012
Skills
QuickBooks, Marketing, Accounting, PowerPoint, Spanish, Microsoft Excel, Minitab, Microsoft Word, Access, Prosystem fx engagement, Financial Analysis, E-commerce, Real Estate, Creative Real Estate..., Auditing, International Finance, Social Media, Microsoft Office, Event Planning, Leadership, Public Speaking, Research, Management, Customer Service, Facebook, Teamwork, Finance, Social Networking
Education
New York University Gallatin School of Individualized Study 2011 — 2016
Concentration in International Business with a minor in Economics, International Business, Senior
St. Stephen's Episcopal School 2007 — 2011
High School
School Year Abroad Spain 2009 — 2010
High School
Dragonfly Automation Software June 2015 - August 2015
Fulbright-Hays Scholarship Program January 2015 - June 2015
PMB Helin Donovan July 2014 - August 2014
LATESTSALE.COM LIMITED September 2013 - November 2013
Apante Investments LP 2012 - September 2013
Universidad de Zaragoza June 2013 - August 2013
New York University August 2012 - December 2012
Skills
QuickBooks, Marketing, Accounting, PowerPoint, Spanish, Microsoft Excel, Minitab, Microsoft Word, Access, Prosystem fx engagement, Financial Analysis, E-commerce, Real Estate, Creative Real Estate..., Auditing, International Finance, Social Media, Microsoft Office, Event Planning, Leadership, Public Speaking, Research, Management, Customer Service, Facebook, Teamwork, Finance, Social Networking
Education
New York University Gallatin School of Individualized Study 2011 — 2016
Concentration in International Business with a minor in Economics, International Business, Senior
St. Stephen's Episcopal School 2007 — 2011
High School
School Year Abroad Spain 2009 — 2010
High School
Stephanie McNelis, CPA Stephanie McNelis, CPA's PMB Helin Donovan Experience February 2013 - April 2014
Job Corporate Controller at Personify Corp
Industry Accounting
Experience
Personify Corp April 2014 - Present
PMB Helin Donovan February 2013 - April 2014
PMB Helin Donovan March 2012 - February 2013
Neopost Software & Integrated Solutions November 2009 - March 2012
Troux Technologies June 2008 - July 2009
The 401(k) Company July 2006 - December 2007
Skills
Accounting, Financial Statements, Financial Reporting, Fixed Assets, Forecasting, Internal Controls, General Ledger, Financial Analysis, Payroll, Team Building, Revenue Recognition, US GAAP, QuickBooks, CPA, Employee Benefits, Mergers, Consolidation, Hyperion Enterprise, ADP Payroll, Microsoft Excel, Operations Management, Corporate Budgeting, Mentoring Of Staff, Finance
Education
The University of Texas at Austin 1994 — 1997
BA, Asian Studies, Business Minor, with Honors
Personify Corp April 2014 - Present
PMB Helin Donovan February 2013 - April 2014
PMB Helin Donovan March 2012 - February 2013
Neopost Software & Integrated Solutions November 2009 - March 2012
Troux Technologies June 2008 - July 2009
The 401(k) Company July 2006 - December 2007
Skills
Accounting, Financial Statements, Financial Reporting, Fixed Assets, Forecasting, Internal Controls, General Ledger, Financial Analysis, Payroll, Team Building, Revenue Recognition, US GAAP, QuickBooks, CPA, Employee Benefits, Mergers, Consolidation, Hyperion Enterprise, ADP Payroll, Microsoft Excel, Operations Management, Corporate Budgeting, Mentoring Of Staff, Finance
Education
The University of Texas at Austin 1994 — 1997
BA, Asian Studies, Business Minor, with Honors
Cristina Maxwell Cristina Maxwell's PMB Helin Donovan Experience January 2013 - Present
Job Staff Accountant at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan January 2013 - Present
BBR LLP January 2009 - December 2012
Artco June 2008 - December 2008
Ogden Studios January 2008 - April 2008
Pump It Up Parties January 2006 - April 2008
Bank of the West January 2006 - April 2006
Skills
QuickBooks, Accounting, Tax Preparation, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, General Ledger, Tax Returns, Payroll, Property Tax, Accounts Payable, Accounts Receivable
Education
Brigham Young University - Idaho 2004 — 2008
Bachelor's Degree, Economics
Alhambra High School 2000 — 2004
High School
PMB Helin Donovan January 2013 - Present
BBR LLP January 2009 - December 2012
Artco June 2008 - December 2008
Ogden Studios January 2008 - April 2008
Pump It Up Parties January 2006 - April 2008
Bank of the West January 2006 - April 2006
Skills
QuickBooks, Accounting, Tax Preparation, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, General Ledger, Tax Returns, Payroll, Property Tax, Accounts Payable, Accounts Receivable
Education
Brigham Young University - Idaho 2004 — 2008
Bachelor's Degree, Economics
Alhambra High School 2000 — 2004
High School
Margaretta Adrienne Margaretta Adrienne's PMB Helin Donovan Experience September 2015 - Present
Job Audit Staff at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan September 2015 - Present
Texas State University January 2014 - May 2015
PMB Helin Donovan September 2013 - December 2013
Texas A&M University Computing & Information Services October 2012 - August 2013
Indonesian Student Association August 2012 - July 2013
Citibank, N.A. May 2012 - August 2012
Skills
Accounting, Financial Accounting, QuickBooks, Financial Reporting, Microsoft Excel, Microsoft Word, Account Reconciliation, General Ledger, Microsoft Office, PowerPoint, Tax Returns, Internal Audit, Great Plains Software, SAS programming
Education
Texas State University 2014 — 2015
Master, Accounting
Texas A&M University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
Blinn College 2009 — 2011
Business Administration and Management, General
SMAK 1 BPK Penabur Jakarta 2006 — 2009
PMB Helin Donovan September 2015 - Present
Texas State University January 2014 - May 2015
PMB Helin Donovan September 2013 - December 2013
Texas A&M University Computing & Information Services October 2012 - August 2013
Indonesian Student Association August 2012 - July 2013
Citibank, N.A. May 2012 - August 2012
Skills
Accounting, Financial Accounting, QuickBooks, Financial Reporting, Microsoft Excel, Microsoft Word, Account Reconciliation, General Ledger, Microsoft Office, PowerPoint, Tax Returns, Internal Audit, Great Plains Software, SAS programming
Education
Texas State University 2014 — 2015
Master, Accounting
Texas A&M University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
Blinn College 2009 — 2011
Business Administration and Management, General
SMAK 1 BPK Penabur Jakarta 2006 — 2009
Dylan Donovan Dylan Donovan's PMB Helin Donovan Experience January 2009 - February 2011
Job Legal Assistant at Foster LLP
Industry Legal Services
Experience
Foster LLP June 2015 - Present
Center for Survivors of Torture February 2015 - May 2015
Texas State University January 2014 - January 2015
Stratfor February 2013 - May 2013
LingvoLand Language Studios August 2012 - December 2012
Kid's College Sanbon March 2011 - March 2012
PMB Helin Donovan January 2009 - February 2011
Education
Texas State University 2013 — 2015
Master's Degree, International/Global Studies, GPA: 3.86
St. Edward's University 2009 — 2010
Bachelor’s Degree, History, GPA: 3.44
Foster LLP June 2015 - Present
Center for Survivors of Torture February 2015 - May 2015
Texas State University January 2014 - January 2015
Stratfor February 2013 - May 2013
LingvoLand Language Studios August 2012 - December 2012
Kid's College Sanbon March 2011 - March 2012
PMB Helin Donovan January 2009 - February 2011
Education
Texas State University 2013 — 2015
Master's Degree, International/Global Studies, GPA: 3.86
St. Edward's University 2009 — 2010
Bachelor’s Degree, History, GPA: 3.44
Mihaela Ene Mihaela Ene's PMB Helin Donovan Experience June 2011 - January 2014
Job Accountant at Vida Capital
Industry Accounting
Experience
Vida Capital April 2015 - Present
Apple January 2014 - April 2015
PMB Helin Donovan June 2011 - January 2014
Stella & Dot January 2011 - June 2011
Lavante, Inc. December 2009 - January 2011
InSpa Corporation February 2007 - October 2009
Capital Group Communications Inc 2009 - 2009
SiliconVolley.com/Sprocket's August 2004 - October 2006
Skills
Accounting, Microsoft Excel, Financial Analysis, Internal Controls, Auditing, GAAP, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, SEC filings, General Ledger, Account Reconciliation
Education
Stanford University 2010 — 2011
San Jose State University 2007 — 2010
Bachelor's of Sciences
Vida Capital April 2015 - Present
Apple January 2014 - April 2015
PMB Helin Donovan June 2011 - January 2014
Stella & Dot January 2011 - June 2011
Lavante, Inc. December 2009 - January 2011
InSpa Corporation February 2007 - October 2009
Capital Group Communications Inc 2009 - 2009
SiliconVolley.com/Sprocket's August 2004 - October 2006
Skills
Accounting, Microsoft Excel, Financial Analysis, Internal Controls, Auditing, GAAP, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, US GAAP, SEC filings, General Ledger, Account Reconciliation
Education
Stanford University 2010 — 2011
San Jose State University 2007 — 2010
Bachelor's of Sciences
Jonathan Ryan Sandberg Jonathan Ryan Sandberg's PMB Helin Donovan Experience 2010 - December 2011
Job Controller Government
Industry Accounting
Experience
Government Agency September 2015 - Present
DTC Energy Group, Inc. August 2014 - September 2015
Salba Smart Natural Products, LLC January 2014 - August 2014
EKS&H January 2012 - December 2013
PMB Helin Donovan 2010 - December 2011
Hein & Associates 2007 - 2010
Skills
Financial Audits, Accounts Receivable, Sarbanes-Oxley Act, External Audit, Financial Analysis, Internal Controls, Cash Flow, Assurance, Financial Accounting, CPA, Auditing, SEC Filings, Budgets, General Ledger, Accruals, QuickBooks, GAAP, Account Reconciliation, US GAAP, Accounts Payable, Financial Reporting, Financial Statements, Fixed Assets, Revenue Recognition, Variance Analysis, Journal Entries, Accounting, SEC Financial Reporting, 10Q, 10K, Audits of Employee..., Business Valuation, Payroll, Sarbanes-Oxley, Financial Statement..., Accounting Research, FASB, SEC, Preparation, SSAE 16, Big 4
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2007
Accounting, Accounting and Economics
Portland State University 1999 — 2003
Liberal Arts, Communication and Conflict Resolution
Spokane Falls Community College 1997 — 1999
AA
Government Agency September 2015 - Present
DTC Energy Group, Inc. August 2014 - September 2015
Salba Smart Natural Products, LLC January 2014 - August 2014
EKS&H January 2012 - December 2013
PMB Helin Donovan 2010 - December 2011
Hein & Associates 2007 - 2010
Skills
Financial Audits, Accounts Receivable, Sarbanes-Oxley Act, External Audit, Financial Analysis, Internal Controls, Cash Flow, Assurance, Financial Accounting, CPA, Auditing, SEC Filings, Budgets, General Ledger, Accruals, QuickBooks, GAAP, Account Reconciliation, US GAAP, Accounts Payable, Financial Reporting, Financial Statements, Fixed Assets, Revenue Recognition, Variance Analysis, Journal Entries, Accounting, SEC Financial Reporting, 10Q, 10K, Audits of Employee..., Business Valuation, Payroll, Sarbanes-Oxley, Financial Statement..., Accounting Research, FASB, SEC, Preparation, SSAE 16, Big 4
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2007
Accounting, Accounting and Economics
Portland State University 1999 — 2003
Liberal Arts, Communication and Conflict Resolution
Spokane Falls Community College 1997 — 1999
AA
Sarah Welborn Sarah Welborn's PMB Helin Donovan Experience June 2010 - July 2010
Job Sr. Accountant at RL Signor
Industry Accounting
Experience
RL Signor May 2015 - Present
Touchstone Golf June 2013 - Present
Allman & Associates June 2011 - May 2013
PMB Helin Donovan June 2010 - July 2010
Skills
Financial Statements, Accounting, Auditing, Cash Flow Forecasting, Cash Management, Financial Accounting, Internal Controls, Financial Reporting, General Ledger, QuickBooks, Account Reconciliation, External Audit, US GAAP, Sales & Use Tax, Income Tax, Internal Audit, Accounts Payable
Education
St. Edward's University 2009 — 2011
Bachelor's Degree, Accounting
St. Edward's University
Bachelor's degree, Accounting
RL Signor May 2015 - Present
Touchstone Golf June 2013 - Present
Allman & Associates June 2011 - May 2013
PMB Helin Donovan June 2010 - July 2010
Skills
Financial Statements, Accounting, Auditing, Cash Flow Forecasting, Cash Management, Financial Accounting, Internal Controls, Financial Reporting, General Ledger, QuickBooks, Account Reconciliation, External Audit, US GAAP, Sales & Use Tax, Income Tax, Internal Audit, Accounts Payable
Education
St. Edward's University 2009 — 2011
Bachelor's Degree, Accounting
St. Edward's University
Bachelor's degree, Accounting
Alan Vazquez Alan Vazquez's PMB Helin Donovan Experience September 2011 - April 2013
Job SEM Manager at Growth Pilots
Industry Marketing and Advertising
Experience
Growth Pilots September 2015 - Present
LeadQual, LLC November 2014 - September 2015
LeadQual, LLC April 2013 - October 2014
PMB Helin Donovan September 2011 - April 2013
UC Berkeley 2008 - 2011
Townsend Center for the Humanities 2007 - 2009
Skills
Marketing, Data Analysis, Google Adwords, Google Analytics, Microsoft Excel, Web Analytics, Facebook Marketing, Google AdMob, Accounting, Financial Analysis, Spanish, Auditing, Management, Market Research, Digital Marketing, Cost Projections, Statistical Modeling
Education
University of California, Berkeley 2006 — 2011
History of Art
Growth Pilots September 2015 - Present
LeadQual, LLC November 2014 - September 2015
LeadQual, LLC April 2013 - October 2014
PMB Helin Donovan September 2011 - April 2013
UC Berkeley 2008 - 2011
Townsend Center for the Humanities 2007 - 2009
Skills
Marketing, Data Analysis, Google Adwords, Google Analytics, Microsoft Excel, Web Analytics, Facebook Marketing, Google AdMob, Accounting, Financial Analysis, Spanish, Auditing, Management, Market Research, Digital Marketing, Cost Projections, Statistical Modeling
Education
University of California, Berkeley 2006 — 2011
History of Art
Ben Rance Ben Rance's PMB Helin Donovan Experience January 2014 - June 2015
Job Supervising Senior Accountant Tax at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan January 2014 - June 2015
PMB Helin Donovan January 2013 - January 2014
Bland Garvey Eads Medlock + Deppe, CPA's and Consultants February 2012 - April 2012
Rylander, Clay, and Opitz January 2011 - August 2011
Skills
Tax Accounting, ProSystems Tax, Microsoft Office, Accounting, Excel, Tax, Income Tax, Microsoft Excel, Financial Accounting, CPA, Financial Reporting, GAAP, Tax Research, ProSystem fx Tax, International Tax, Corporate Tax, Tax Preparation, Partnership Taxation, Tax Returns
Education
Texas A&M University-Commerce 2011 — 2013
Master of Science (M.S.), Accounting, 3.75/4.0
University of North Texas 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.25 Major GPA
University of North Texas 2007 — 2012
Bachelor of Science (B.S.), Accounting, 3.63 Major GPA
PMB Helin Donovan January 2014 - June 2015
PMB Helin Donovan January 2013 - January 2014
Bland Garvey Eads Medlock + Deppe, CPA's and Consultants February 2012 - April 2012
Rylander, Clay, and Opitz January 2011 - August 2011
Skills
Tax Accounting, ProSystems Tax, Microsoft Office, Accounting, Excel, Tax, Income Tax, Microsoft Excel, Financial Accounting, CPA, Financial Reporting, GAAP, Tax Research, ProSystem fx Tax, International Tax, Corporate Tax, Tax Preparation, Partnership Taxation, Tax Returns
Education
Texas A&M University-Commerce 2011 — 2013
Master of Science (M.S.), Accounting, 3.75/4.0
University of North Texas 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.25 Major GPA
University of North Texas 2007 — 2012
Bachelor of Science (B.S.), Accounting, 3.63 Major GPA
Meeta Patel Meeta Patel's PMB Helin Donovan Experience September 2013 - Present
Job Staff Accountant at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan September 2013 - Present
Resolve Tech Solutions September 2012 - December 2013
Hein & Associates January 2013 - April 2013
WaveTwo July 2011 - January 2012
University of Texas- Arlington March 2010 - September 2010
Walgreens June 2008 - March 2009
University of Texas- Arlington September 2007 - February 2008
Skills
QuickBooks, Accounting, Account Reconciliation, Payroll, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Outlook, Customer Service, Windows, Data Entry, Financial Analysis, Accounts Receivable, Time Management, Finance, Leadership, Human Resources, Analysis
Education
The University of Texas at Arlington - College of Business 2010 — 2012
MPA, Accounting
The University of Texas at Arlington 2006 — 2010
Interdisciplinary Studies, Accounting, Communication
PMB Helin Donovan September 2013 - Present
Resolve Tech Solutions September 2012 - December 2013
Hein & Associates January 2013 - April 2013
WaveTwo July 2011 - January 2012
University of Texas- Arlington March 2010 - September 2010
Walgreens June 2008 - March 2009
University of Texas- Arlington September 2007 - February 2008
Skills
QuickBooks, Accounting, Account Reconciliation, Payroll, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Outlook, Customer Service, Windows, Data Entry, Financial Analysis, Accounts Receivable, Time Management, Finance, Leadership, Human Resources, Analysis
Education
The University of Texas at Arlington - College of Business 2010 — 2012
MPA, Accounting
The University of Texas at Arlington 2006 — 2010
Interdisciplinary Studies, Accounting, Communication
Jennifer Lawrence Jennifer Lawrence's PMB Helin Donovan Experience January 2010 - September 2011
Job Tax Senior at PwC
Industry Accounting
Experience
PwC December 2013 - Present
PwC December 2012 - December 2013
Ernst & Young September 2011 - December 2012
PMB Helin Donovan January 2010 - September 2011
World Adult Kickball Association January 2011 - June 2011
Deloitte September 2006 - July 2009
Skills
Tax, Tax Accounting, Private Equity, Start-ups, High Net Worth..., Tax Preparation, Hedge Funds, Non-profits, Fund Of Funds, Venture Capital, Nonprofits, Auditing, Accounting, US GAAP, Financial Analysis, Financial Reporting, Finance, GAAP, Corporate Tax
Education
University of California, Santa Cruz 2002 — 2006
Business Management Economics, Accounting
PwC December 2013 - Present
PwC December 2012 - December 2013
Ernst & Young September 2011 - December 2012
PMB Helin Donovan January 2010 - September 2011
World Adult Kickball Association January 2011 - June 2011
Deloitte September 2006 - July 2009
Skills
Tax, Tax Accounting, Private Equity, Start-ups, High Net Worth..., Tax Preparation, Hedge Funds, Non-profits, Fund Of Funds, Venture Capital, Nonprofits, Auditing, Accounting, US GAAP, Financial Analysis, Financial Reporting, Finance, GAAP, Corporate Tax
Education
University of California, Santa Cruz 2002 — 2006
Business Management Economics, Accounting
Norman Trubee's PMB Helin Donovan Experience October 2001 - Present
Job Partner at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan October 2001 - Present
KPMG June 1982 - October 2001
Skills
SEC filings, Tax, GAAP, Accounting, US GAAP, Internal Controls, CPA, Auditing, Corporate Tax, Sarbanes-Oxley Act, Financial Reporting, Tax Research, Financial Accounting, Financial Statements, Tax Preparation, Partnership Taxation, Income Tax, Due Diligence, Financial Analysis, Mergers & Acquisitions
Education
The University of Texas at Austin 1971 — 1982
BBA, Accounting
PMB Helin Donovan October 2001 - Present
KPMG June 1982 - October 2001
Skills
SEC filings, Tax, GAAP, Accounting, US GAAP, Internal Controls, CPA, Auditing, Corporate Tax, Sarbanes-Oxley Act, Financial Reporting, Tax Research, Financial Accounting, Financial Statements, Tax Preparation, Partnership Taxation, Income Tax, Due Diligence, Financial Analysis, Mergers & Acquisitions
Education
The University of Texas at Austin 1971 — 1982
BBA, Accounting
Russell Bader Russell Bader's PMB Helin Donovan Experience May 2013 - August 2013
Job Staff Accountant at EY
Industry Accounting
Experience
EY June 2014 - Present
PMB Helin Donovan May 2013 - August 2013
Skills
Accounting, Auditing, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Public Speaking, English, Financial Accounting, Leadership, Team Leadership, Team Building, Assurance, Time Management, Social Media
Education
Penn State University 2010 — 2015
Master's degree, Accounting, Cumulative GPA of 3.62
EY June 2014 - Present
PMB Helin Donovan May 2013 - August 2013
Skills
Accounting, Auditing, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Public Speaking, English, Financial Accounting, Leadership, Team Leadership, Team Building, Assurance, Time Management, Social Media
Education
Penn State University 2010 — 2015
Master's degree, Accounting, Cumulative GPA of 3.62
Isabel Pelayo Isabel Pelayo's PMB Helin Donovan Experience March 2007 - December 2007
Job Finance Manager at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble January 2014 - Present
Procter & Gamble July 2012 - January 2014
Procter & Gamble April 2010 - June 2012
Procter & Gamble May 2008 - March 2010
PMB Helin Donovan March 2007 - December 2007
Ernst & Young June 2004 - March 2007
El Roble Supermarket January 1998 - December 2002
Skills
Internal Controls, Forecasting, Cost Accounting, Financial Reporting, Financial Forecasting, Sarbanes-Oxley Act, Financial Audits, Strategic Financial..., Auditing, Financial Analysis, Accounting, Variance Analysis, Financial Accounting, Accounts Payable, External Audit, Business Planning, Managerial Finance, Process Improvement, SAP, Payroll, Account Reconciliation, Accruals, Acquisition Integration, Analysis, Budgets, Microsoft Excel, Pricing, SEC filings, US GAAP, Financial Modeling, Cash Flow, Fixed Assets, Income Statement, Consumer Products, Budget Management
Education
University of Puerto Rico-Rio Piedras 1998 — 2003
Bachelor of Business Administration (BBA), Accounting, 3.8
Procter & Gamble January 2014 - Present
Procter & Gamble July 2012 - January 2014
Procter & Gamble April 2010 - June 2012
Procter & Gamble May 2008 - March 2010
PMB Helin Donovan March 2007 - December 2007
Ernst & Young June 2004 - March 2007
El Roble Supermarket January 1998 - December 2002
Skills
Internal Controls, Forecasting, Cost Accounting, Financial Reporting, Financial Forecasting, Sarbanes-Oxley Act, Financial Audits, Strategic Financial..., Auditing, Financial Analysis, Accounting, Variance Analysis, Financial Accounting, Accounts Payable, External Audit, Business Planning, Managerial Finance, Process Improvement, SAP, Payroll, Account Reconciliation, Accruals, Acquisition Integration, Analysis, Budgets, Microsoft Excel, Pricing, SEC filings, US GAAP, Financial Modeling, Cash Flow, Fixed Assets, Income Statement, Consumer Products, Budget Management
Education
University of Puerto Rico-Rio Piedras 1998 — 2003
Bachelor of Business Administration (BBA), Accounting, 3.8
Jeff Horner Jeff Horner's PMB Helin Donovan Experience January 2013 - Present
Job Senior Manager at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan January 2013 - Present
Horne LLP October 2006 - January 2013
Carr, Riggs & Ingram, LLC September 2004 - October 2006
Education
University of Mississippi 2001 — 2002
Master of Accountancy
University of Mississippi 1999 — 2001
Bachelor's of Accountancy
PMB Helin Donovan January 2013 - Present
Horne LLP October 2006 - January 2013
Carr, Riggs & Ingram, LLC September 2004 - October 2006
Education
University of Mississippi 2001 — 2002
Master of Accountancy
University of Mississippi 1999 — 2001
Bachelor's of Accountancy
Carol Kolb Carol Kolb's PMB Helin Donovan Experience January 2013 - Present
Job Partner at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan January 2013 - Present
BBR LLP 2006 - December 2012
Skills
Accounting, Tax, Tax Preparation, Estate Planning, Non-profits, High Net Worth..., Trusts, Small Business
Education
Golden Gate University 1992 — 1995
MS Taxation, Taxation
UC Berkeley 1971 — 1975
BS Business, Haas School of Business
PMB Helin Donovan January 2013 - Present
BBR LLP 2006 - December 2012
Skills
Accounting, Tax, Tax Preparation, Estate Planning, Non-profits, High Net Worth..., Trusts, Small Business
Education
Golden Gate University 1992 — 1995
MS Taxation, Taxation
UC Berkeley 1971 — 1975
BS Business, Haas School of Business
Jeffrey Jamieson Jeffrey Jamieson's PMB Helin Donovan Experience August 2009 - Present
Job Partner at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan August 2009 - Present
UT Law CLE - Conference on Securities Regulation and Business Law February 2015 - 2015
KPMG June 2002 - April 2009
Arthur Andersen October 1998 - June 2002
PricewaterhouseCoopers 1997 - 1998
Ernst & Young 1987 - 1997
Ernst and Young( Kenneth Leventhal) 1987 - 1997
Kenneth Leventhal & Company 1987 - 1995
Skills
SEC filings, Accounting, Mergers & Acquisitions, US GAAP, CPA, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Auditing, GAAP, Private Equity, Financial Accounting, Tax, Internal Controls, Tax Research, Revenue Recognition, SEC Filings
Education
The University of Texas at Arlington - College of Business 1985 — 1987
MPA, Accounting
University of Michigan 1975 — 1979
Bachelor of Science
PMB Helin Donovan August 2009 - Present
UT Law CLE - Conference on Securities Regulation and Business Law February 2015 - 2015
KPMG June 2002 - April 2009
Arthur Andersen October 1998 - June 2002
PricewaterhouseCoopers 1997 - 1998
Ernst & Young 1987 - 1997
Ernst and Young( Kenneth Leventhal) 1987 - 1997
Kenneth Leventhal & Company 1987 - 1995
Skills
SEC filings, Accounting, Mergers & Acquisitions, US GAAP, CPA, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Auditing, GAAP, Private Equity, Financial Accounting, Tax, Internal Controls, Tax Research, Revenue Recognition, SEC Filings
Education
The University of Texas at Arlington - College of Business 1985 — 1987
MPA, Accounting
University of Michigan 1975 — 1979
Bachelor of Science
Charly Green's PMB Helin Donovan Experience July 2013 - June 2014
Job CPA
Industry Accounting
Experience
PMB Helin Donovan July 2013 - June 2014
Lockart, Spohrer & Associates, P.L.L.C. October 2011 - June 2013
Adams, Brown, Beran & Ball Chtd October 2010 - October 2011
Kennedy and Coe, LLC January 2010 - April 2010
Catalyst Equity Group May 2009 - August 2009
T. Montgomery Financial Solutions January 2009 - April 2009
Fort Hays State University January 2007 - May 2008
Skills
QuickBooks, Tax Preparation, Financial Statements, Auditing, Income Tax, Tax Returns, Bookkeeping, Journal Entries, S Corporations, ProSystem fx Tax, Spreadsheets, Accounting, Tax, CPA, Corporate Tax, Account Reconciliation, Partnership Taxation
Education
Fort Hays State University 2006 — 2010
Bachelor, Accounting
PMB Helin Donovan July 2013 - June 2014
Lockart, Spohrer & Associates, P.L.L.C. October 2011 - June 2013
Adams, Brown, Beran & Ball Chtd October 2010 - October 2011
Kennedy and Coe, LLC January 2010 - April 2010
Catalyst Equity Group May 2009 - August 2009
T. Montgomery Financial Solutions January 2009 - April 2009
Fort Hays State University January 2007 - May 2008
Skills
QuickBooks, Tax Preparation, Financial Statements, Auditing, Income Tax, Tax Returns, Bookkeeping, Journal Entries, S Corporations, ProSystem fx Tax, Spreadsheets, Accounting, Tax, CPA, Corporate Tax, Account Reconciliation, Partnership Taxation
Education
Fort Hays State University 2006 — 2010
Bachelor, Accounting
Traci Walker, CPA Traci Walker, CPA's PMB Helin Donovan Experience May 2008 - March 2011
Job Senior Accountant at RGK Foundation
Industry Accounting
Experience
RGK Foundation March 2011 - Present
PMB Helin Donovan May 2008 - March 2011
Welch Sanders and Associates October 2006 - April 2008
Skills
Financial Reporting, Audit, Accounting, Non-profits, Tax, Financial Accounting, GAAP, Tax Preparation, Accounts Payable, SEC reporting, SOX, Payroll, General Ledger, investment accounting
Education
Midwestern State University 2003 — 2007
BBA, Accounting
Bryan Adams High School 1993 — 1997
RGK Foundation March 2011 - Present
PMB Helin Donovan May 2008 - March 2011
Welch Sanders and Associates October 2006 - April 2008
Skills
Financial Reporting, Audit, Accounting, Non-profits, Tax, Financial Accounting, GAAP, Tax Preparation, Accounts Payable, SEC reporting, SOX, Payroll, General Ledger, investment accounting
Education
Midwestern State University 2003 — 2007
BBA, Accounting
Bryan Adams High School 1993 — 1997
Sandro Cunha's PMB Helin Donovan Experience May 2009 - April 2012
Job Regional Senior Auditor at Novartis
Industry Pharmaceuticals
Experience
Novartis April 2012 - Present
PMB Helin Donovan May 2009 - April 2012
Ernst & Young November 2004 - May 2008
Domingues e Pinho Contadores January 2002 - October 2004
Education
Universidade Gama Filho 1999 — 2003
Accountant, Accountancy
Novartis April 2012 - Present
PMB Helin Donovan May 2009 - April 2012
Ernst & Young November 2004 - May 2008
Domingues e Pinho Contadores January 2002 - October 2004
Education
Universidade Gama Filho 1999 — 2003
Accountant, Accountancy
Molly Goshorn Molly Goshorn's PMB Helin Donovan Experience January 2013 - Present
Job Audit Manager, CPA
Industry Financial Services
Experience
PMB Helin Donovan January 2013 - Present
JLG Technologies, Inc. May 2009 - Present
Junior League of Monterey County, Inc. June 2010 - May 2013
BBR, LLP April 2008 - December 2012
Ernst & Young 2004 - 2008
Education
San Diego State University-California State University 2003 — 2004
MS, Accountancy
University of California, San Diego 1998 — 2002
PMB Helin Donovan January 2013 - Present
JLG Technologies, Inc. May 2009 - Present
Junior League of Monterey County, Inc. June 2010 - May 2013
BBR, LLP April 2008 - December 2012
Ernst & Young 2004 - 2008
Education
San Diego State University-California State University 2003 — 2004
MS, Accountancy
University of California, San Diego 1998 — 2002
Preston Whaley's PMB Helin Donovan Experience October 2013 - Present
Job Senior Auditor at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan October 2013 - Present
PMB Helin Donovan September 2011 - September 2013
Skills
Auditing, SEC filings, GAAP, US GAAP, Internal Controls
Education
Texas Tech University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
PMB Helin Donovan October 2013 - Present
PMB Helin Donovan September 2011 - September 2013
Skills
Auditing, SEC filings, GAAP, US GAAP, Internal Controls
Education
Texas Tech University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Thomas M. Mickey O'Neal, CPA Thomas M. Mickey O'Neal, CPA's PMB Helin Donovan Experience January 2010 - February 2013
Job Managing Partner at ThayerONeal, LLC
Industry Accounting
Experience
ThayerONeal, LLC June 2015 - Present
LL Bradford & Company, LLC March 2013 - May 2015
PMB Helin Donovan January 2010 - February 2013
Russell Bedford International 2010 - February 2013
Malone & Bailey October 2005 - November 2009
Triumph Healthcare January 2000 - December 2005
GLO CPAs September 2003 - October 2005
O'Neal CPA Group December 1990 - September 2003
Coopers & Lybrand 1981 - 1985
Weinstein, Spira & Company 1978 - 1981
Skills
Energy Industry, Construction, SEC filings, Auditing, Accounting, GAAP, Oilfield, Internal Controls, Financial Reporting, CPA, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Tax, QuickBooks, Due Diligence, Tax Preparation, Mergers, IPO, General Ledger, Corporate Tax, Mergers & Acquisitions, Finance, Peachtree
Education
University of Houston 1973 — 1975
BBA, Accounting
The University of Texas at Austin 1971 — 1973
ThayerONeal, LLC June 2015 - Present
LL Bradford & Company, LLC March 2013 - May 2015
PMB Helin Donovan January 2010 - February 2013
Russell Bedford International 2010 - February 2013
Malone & Bailey October 2005 - November 2009
Triumph Healthcare January 2000 - December 2005
GLO CPAs September 2003 - October 2005
O'Neal CPA Group December 1990 - September 2003
Coopers & Lybrand 1981 - 1985
Weinstein, Spira & Company 1978 - 1981
Skills
Energy Industry, Construction, SEC filings, Auditing, Accounting, GAAP, Oilfield, Internal Controls, Financial Reporting, CPA, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Tax, QuickBooks, Due Diligence, Tax Preparation, Mergers, IPO, General Ledger, Corporate Tax, Mergers & Acquisitions, Finance, Peachtree
Education
University of Houston 1973 — 1975
BBA, Accounting
The University of Texas at Austin 1971 — 1973
Erin Swider's PMB Helin Donovan Experience March 2005 - June 2007
Job Vice PresidentFinance at Snap Trends
Industry Computer Software
Experience
Snap Trends June 2014 - Present
Austin Pets Alive! July 2009 - Present
Tiff's Treats Cookie Delivery October 2013 - May 2014
Alchemy Systems, L.P. July 2007 - September 2013
PMB Helin Donovan March 2005 - June 2007
Freed Maxick January 2003 - February 2005
KPMG July 2001 - December 2002
Marcum & Kliegman August 1998 - May 2001
Skills
Auditing, Financial Reporting, Accounting, GAAP, Internal Controls, CPA, QuickBooks, Financial Statements, Internal Audit, Accounts Payable, Nonprofits, Revenue Recognition, Management, SEC filings, US GAAP, Budgets, Payroll, SEC Filings
Education
State University of New York College at Geneseo 1993 — 1997
B.S., Accounting and Information Technology
Snap Trends June 2014 - Present
Austin Pets Alive! July 2009 - Present
Tiff's Treats Cookie Delivery October 2013 - May 2014
Alchemy Systems, L.P. July 2007 - September 2013
PMB Helin Donovan March 2005 - June 2007
Freed Maxick January 2003 - February 2005
KPMG July 2001 - December 2002
Marcum & Kliegman August 1998 - May 2001
Skills
Auditing, Financial Reporting, Accounting, GAAP, Internal Controls, CPA, QuickBooks, Financial Statements, Internal Audit, Accounts Payable, Nonprofits, Revenue Recognition, Management, SEC filings, US GAAP, Budgets, Payroll, SEC Filings
Education
State University of New York College at Geneseo 1993 — 1997
B.S., Accounting and Information Technology
Sarah Compton Sarah Compton's PMB Helin Donovan Experience January 2005 - December 2008
Job Tax Partner at Stallop, Slattery & Associates, LLP
Industry Accounting
Experience
Stallop, Slattery & Associates, LLP January 2012 - Present
Stallop, Slattery & Associates, LLP January 2009 - December 2011
PMB Helin Donovan January 2005 - December 2008
Bonney, Percival & Sheets, PC June 2002 - July 2004
Arthur Andersen, LLP January 2001 - June 2002
Skills
Accounting, Financial Reporting, QuickBooks, ProSystem fx Tax, Financial Accounting, Internal Controls, General Ledger, Tax, Tax Research, Financial Statements, Tax Preparation, CPA, Partnership Taxation
Education
Oklahoma Christian University 1996 — 2000
Bachelor of Science (B.S.), Accounting
Stallop, Slattery & Associates, LLP January 2012 - Present
Stallop, Slattery & Associates, LLP January 2009 - December 2011
PMB Helin Donovan January 2005 - December 2008
Bonney, Percival & Sheets, PC June 2002 - July 2004
Arthur Andersen, LLP January 2001 - June 2002
Skills
Accounting, Financial Reporting, QuickBooks, ProSystem fx Tax, Financial Accounting, Internal Controls, General Ledger, Tax, Tax Research, Financial Statements, Tax Preparation, CPA, Partnership Taxation
Education
Oklahoma Christian University 1996 — 2000
Bachelor of Science (B.S.), Accounting
Shari Ledbetter's PMB Helin Donovan Experience August 2006 - January 2008
Job Senior Associate at TPG Capital
Industry Investment Management
Experience
TPG Capital July 2010 - Present
The University of Texas Investment Management Company January 2008 - August 2010
PMB Helin Donovan August 2006 - January 2008
Deloitte & Touche February 2004 - June 2004
Skills
Financial Modeling, Auditing, Due Diligence, Private Equity, Client Relations Skills, Financial Reporting, Internal Controls, Hedge Funds, Corporate Finance, Valuation, Finance, Mergers & Acquisitions, US GAAP, Financial Analysis, SEC filings, Business Valuation, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2005
Masters, Accounting
The University of Texas at Austin 2000 — 2004
BBA, Business
TPG Capital July 2010 - Present
The University of Texas Investment Management Company January 2008 - August 2010
PMB Helin Donovan August 2006 - January 2008
Deloitte & Touche February 2004 - June 2004
Skills
Financial Modeling, Auditing, Due Diligence, Private Equity, Client Relations Skills, Financial Reporting, Internal Controls, Hedge Funds, Corporate Finance, Valuation, Finance, Mergers & Acquisitions, US GAAP, Financial Analysis, SEC filings, Business Valuation, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2005
Masters, Accounting
The University of Texas at Austin 2000 — 2004
BBA, Business
Crystal Moreno's PMB Helin Donovan Experience August 2003 - October 2011
Job Account Manager at OpenSymmetry
Industry Accounting
Experience
OpenSymmetry April 2015 - Present
OpenSymmetry June 2012 - Present
Hangers Orthopedic October 2011 - June 2012
PMB Helin Donovan August 2003 - October 2011
Skills
Accounting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, GAAP, Auditing, US GAAP, Financial Statements
Education
Texas State University 2005 — 2008
OpenSymmetry April 2015 - Present
OpenSymmetry June 2012 - Present
Hangers Orthopedic October 2011 - June 2012
PMB Helin Donovan August 2003 - October 2011
Skills
Accounting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, GAAP, Auditing, US GAAP, Financial Statements
Education
Texas State University 2005 — 2008
Chris Culhane's PMB Helin Donovan Experience 2001 - 2006
Job Consulting
Industry Accounting
Experience
Red Bricks Media February 2013 - July 2013
Playlist.Com February 2010 - February 2013
Life Settlement Financial October 2008 - November 2010
Ustream, Inc March 2008 - August 2008
Childrens Recovery Center 1998 - 2008
PMB Helin Donovan 2001 - 2006
Lucile Packard Children's Hospital 1990 - 1998
KPMG 1987 - 1990
Skills
Financial Reporting, Accounting, Accounts Payable, Financial Accounting, GAAP, Strategic Financial..., Internal Controls, SEC filings, General Ledger, Auditing, US GAAP, QuickBooks, Sarbanes-Oxley Act, Consolidation, Account Reconciliation, Payroll, Bookkeeping
Education
University of Pennsylvania 1981 — 1985
Bachelor of Arts, Economics and French Literature
San Rafael High School 1977 — 1981
Red Bricks Media February 2013 - July 2013
Playlist.Com February 2010 - February 2013
Life Settlement Financial October 2008 - November 2010
Ustream, Inc March 2008 - August 2008
Childrens Recovery Center 1998 - 2008
PMB Helin Donovan 2001 - 2006
Lucile Packard Children's Hospital 1990 - 1998
KPMG 1987 - 1990
Skills
Financial Reporting, Accounting, Accounts Payable, Financial Accounting, GAAP, Strategic Financial..., Internal Controls, SEC filings, General Ledger, Auditing, US GAAP, QuickBooks, Sarbanes-Oxley Act, Consolidation, Account Reconciliation, Payroll, Bookkeeping
Education
University of Pennsylvania 1981 — 1985
Bachelor of Arts, Economics and French Literature
San Rafael High School 1977 — 1981
Dipti Pandey, CPA's PMB Helin Donovan Experience October 2012 - November 2014
Job Senior Manager at Bauer & Company, LLC
Industry Accounting
Experience
Bauer & Company, LLC January 2015 - Present
PMB Helin Donovan October 2012 - November 2014
PMB Helin Donovan October 2009 - October 2012
PMB Helin Donovan January 2009 - October 2009
Deloitte & Touche January 2008 - January 2009
Ercolini & Company LLP December 2004 - November 2005
Skills
GAAP, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Statements, Financial Analysis, Corporate Finance, CPA, SEC Filings, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2007
Masters in Professional Accounting
Northeastern University 2002 — 2004
Bachelor of Science, Business Administration/Accounting
Bauer & Company, LLC January 2015 - Present
PMB Helin Donovan October 2012 - November 2014
PMB Helin Donovan October 2009 - October 2012
PMB Helin Donovan January 2009 - October 2009
Deloitte & Touche January 2008 - January 2009
Ercolini & Company LLP December 2004 - November 2005
Skills
GAAP, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Statements, Financial Analysis, Corporate Finance, CPA, SEC Filings, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2007
Masters in Professional Accounting
Northeastern University 2002 — 2004
Bachelor of Science, Business Administration/Accounting
James Rotter's PMB Helin Donovan Experience January 2013 - Present
Job Partner at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan January 2013 - Present
BBR CPA April 1970 - January 2013
Skills
Tax, Tax Preparation, Trusts, Corporate Tax
Education
Golden Gate University 1972 — 1975
MBA, Taxation
Seattle University 1965 — 1971
BA, Accounting
Lake Washington High School 1960 — 1962
high school diploma
PMB Helin Donovan January 2013 - Present
BBR CPA April 1970 - January 2013
Skills
Tax, Tax Preparation, Trusts, Corporate Tax
Education
Golden Gate University 1972 — 1975
MBA, Taxation
Seattle University 1965 — 1971
BA, Accounting
Lake Washington High School 1960 — 1962
high school diploma
Victoria Bogdanovich, CPA's PMB Helin Donovan Experience January 2014 - Present
Job Tax Manager
Industry Accounting
Experience
PMB Helin Donovan January 2014 - Present
Public accounting firm 2008 - January 2014
Pena Swayze & Co 2007 - 2008
Cornerstone Healthcare Group 2006 - 2007
Temple-Inland 2003 - 2006
Skills
QuickBooks, Financial Reporting, Financial Statements, CPA, Lacerte, Corporate Tax, Tax Returns, Account Reconciliation, Accounts Payable, Financial Accounting, Accounting, General Ledger, Finance, Payroll, Cash Flow, ProSystem fx Tax, CCH ProSystem fx, XCM Solutions, Tax, Income Tax, GAAP, Financial Analysis, US GAAP
Education
The University of Texas at Austin
PMB Helin Donovan January 2014 - Present
Public accounting firm 2008 - January 2014
Pena Swayze & Co 2007 - 2008
Cornerstone Healthcare Group 2006 - 2007
Temple-Inland 2003 - 2006
Skills
QuickBooks, Financial Reporting, Financial Statements, CPA, Lacerte, Corporate Tax, Tax Returns, Account Reconciliation, Accounts Payable, Financial Accounting, Accounting, General Ledger, Finance, Payroll, Cash Flow, ProSystem fx Tax, CCH ProSystem fx, XCM Solutions, Tax, Income Tax, GAAP, Financial Analysis, US GAAP
Education
The University of Texas at Austin
Sarah Osburn's PMB Helin Donovan Experience June 2006 - October 2014
Job Tax Manager at Myatt Blume & Fidaleo
Industry Accounting
Experience
Myatt Blume & Fidaleo February 2015 - Present
PMB Helin Donovan June 2006 - October 2014
Education
Texas Tech University - Rawls College of Business 1997 — 2002
Master's, Tax Accounting
Myatt Blume & Fidaleo February 2015 - Present
PMB Helin Donovan June 2006 - October 2014
Education
Texas Tech University - Rawls College of Business 1997 — 2002
Master's, Tax Accounting
Ernest Feeney's PMB Helin Donovan Experience June 2008 - March 2011
Job Senior Accountant, Financial Accounting & Reporting at Highmark Health
Industry Accounting
Experience
Highmark Health July 2014 - Present
BDO USA, LLP December 2013 - July 2014
Alpern Rosenthal June 2011 - December 2013
PMB Helin Donovan June 2008 - March 2011
Industrial Scientific February 2006 - August 2007
Skills
GAAP, Financial Analysis, Assurance, US GAAP, Auditing
Education
Duquesne University 2003 — 2007
BSBA, Dual concentrations in Accounting & Information Systems Management.
Highmark Health July 2014 - Present
BDO USA, LLP December 2013 - July 2014
Alpern Rosenthal June 2011 - December 2013
PMB Helin Donovan June 2008 - March 2011
Industrial Scientific February 2006 - August 2007
Skills
GAAP, Financial Analysis, Assurance, US GAAP, Auditing
Education
Duquesne University 2003 — 2007
BSBA, Dual concentrations in Accounting & Information Systems Management.
David Mitchell, MBA's PMB Helin Donovan Experience January 2004 - December 2004
Job Cost Accountant @ FlexSteel Pipeline Technologies
Industry Accounting
Experience
FlexSteel Pipeline Technologies February 2013 - Present
The Siegfried Group August 2011 - April 2012
O'Brien's Emergency Response Group August 2010 - February 2011
Southwestern Energy July 2007 - August 2010
KPMG January 2006 - June 2007
Grant Thornton LLP January 2005 - December 2005
PMB Helin Donovan January 2004 - December 2004
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Statements, Account Reconciliation, Internal Audit, SEC Filings, Financial Analysis
Education
Texas Southern University 2009 — 2011
MBA, Energy Finance
University of Houston-Clear Lake 2001 — 2003
B.S., Accounting
FlexSteel Pipeline Technologies February 2013 - Present
The Siegfried Group August 2011 - April 2012
O'Brien's Emergency Response Group August 2010 - February 2011
Southwestern Energy July 2007 - August 2010
KPMG January 2006 - June 2007
Grant Thornton LLP January 2005 - December 2005
PMB Helin Donovan January 2004 - December 2004
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Statements, Account Reconciliation, Internal Audit, SEC Filings, Financial Analysis
Education
Texas Southern University 2009 — 2011
MBA, Energy Finance
University of Houston-Clear Lake 2001 — 2003
B.S., Accounting
Carla Desiderio-Chavez's PMB Helin Donovan Experience January 2013 - Present
Job Senior Client Services Accountant at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan January 2013 - Present
BBR LLP June 2007 - Present
THe Wellness Community - SF East Bay April 2004 - June 2007
Tut Systems September 1997 - October 2001
Skills
QuickBooks, Financial Reporting, Accounting, Tax Preparation, Payroll Taxes, Sales Tax, General Ledger, Small Business, Bookkeeping, Year End Accounts, Tax Returns, Financial Accounting, Account Reconciliation, Income Tax, Financial Statements
Education
University of California, Berkeley 1983 — 1985
University of California, Berkeley
PMB Helin Donovan January 2013 - Present
BBR LLP June 2007 - Present
THe Wellness Community - SF East Bay April 2004 - June 2007
Tut Systems September 1997 - October 2001
Skills
QuickBooks, Financial Reporting, Accounting, Tax Preparation, Payroll Taxes, Sales Tax, General Ledger, Small Business, Bookkeeping, Year End Accounts, Tax Returns, Financial Accounting, Account Reconciliation, Income Tax, Financial Statements
Education
University of California, Berkeley 1983 — 1985
University of California, Berkeley
Jim Kearby,CPA's PMB Helin Donovan Experience January 2010 - Present
Job Tax Partner @ PMB Helin Donovan Dallas Office
Industry Accounting
Experience
PMB Helin Donovan January 2010 - Present
1stCam, LLC June 2005 - Present
KearbyCo January 1999 - Present
Ernst and Young( Kenneth Leventhal) June 1984 - June 1999
Skills
Tax, Tax Compliance..., Tax Planning, Tax Resolution( Tax..., Entrepreneur Business..., Financial Planners, Financial Reporting, Financial Accounting, Internal Controls, Tax Research, Financial Analysis, Financial Advisory, Tax Returns, QuickBooks, Accounting, Auditing, Tax Accounting, Management, Real Estate, Due Diligence, Finance, Mergers & Acquisitions, GAAP, Tax Preparation
Education
The University of Texas at Arlington 1982 — 1984
MBA, Accouinting/Finance
The University of Texas at Austin 1976 — 1979
BBA, Business
Boerne High School 1971 — 1975
PMB Helin Donovan January 2010 - Present
1stCam, LLC June 2005 - Present
KearbyCo January 1999 - Present
Ernst and Young( Kenneth Leventhal) June 1984 - June 1999
Skills
Tax, Tax Compliance..., Tax Planning, Tax Resolution( Tax..., Entrepreneur Business..., Financial Planners, Financial Reporting, Financial Accounting, Internal Controls, Tax Research, Financial Analysis, Financial Advisory, Tax Returns, QuickBooks, Accounting, Auditing, Tax Accounting, Management, Real Estate, Due Diligence, Finance, Mergers & Acquisitions, GAAP, Tax Preparation
Education
The University of Texas at Arlington 1982 — 1984
MBA, Accouinting/Finance
The University of Texas at Austin 1976 — 1979
BBA, Business
Boerne High School 1971 — 1975
Celina Lam's PMB Helin Donovan Experience July 1998 - July 2015
Job Controller at Pomeroy Recreation & Rehabilitation Center
Industry Accounting
Experience
Pomeroy Recreation & Rehabilitation Center August 2015 - Present
PMB Helin Donovan July 1998 - July 2015
Skills
Internal Controls, GAAP, US GAAP, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, SEC Filings, Accounting, Auditing, CPA, Financial Statements, QuickBooks
Education
San Francisco State University
BS, Accounting
Pomeroy Recreation & Rehabilitation Center August 2015 - Present
PMB Helin Donovan July 1998 - July 2015
Skills
Internal Controls, GAAP, US GAAP, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, SEC Filings, Accounting, Auditing, CPA, Financial Statements, QuickBooks
Education
San Francisco State University
BS, Accounting
Chris Bona, CPA's PMB Helin Donovan Experience August 2006 - Present
Job Audit Director at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan August 2006 - Present
Kyle McGinnis, CPA February 2005 - July 2006
Skills
Accounting, Auditing, Budgets, Consolidation, Financial Modeling, Financial Reporting, GAAP, Internal Controls, Management, SEC filings, US GAAP
Education
University of Illinois Springfield 2004 — 2006
MA, Accounting
Southern Illinois University, Carbondale 2001 — 2004
BBA, Accounting
PMB Helin Donovan August 2006 - Present
Kyle McGinnis, CPA February 2005 - July 2006
Skills
Accounting, Auditing, Budgets, Consolidation, Financial Modeling, Financial Reporting, GAAP, Internal Controls, Management, SEC filings, US GAAP
Education
University of Illinois Springfield 2004 — 2006
MA, Accounting
Southern Illinois University, Carbondale 2001 — 2004
BBA, Accounting
Tara Emmel's PMB Helin Donovan Experience February 2011 - June 2013
Job Tax Accountant at National Instruments
Industry Accounting
Experience
National Instruments June 2013 - Present
PMB Helin Donovan February 2011 - June 2013
Deloitte October 2010 - February 2011
Deloitte February 2009 - April 2009
Marathon Oil Corporation May 2007 - August 2007
Skills
Accounting, Tax, Tax Preparation, Income Tax, Microsoft Excel, GAAP, SEC filings
Education
The University of Texas at Austin 2005 — 2010
MPA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
Master of Professional Accounting, Accounting
National Instruments June 2013 - Present
PMB Helin Donovan February 2011 - June 2013
Deloitte October 2010 - February 2011
Deloitte February 2009 - April 2009
Marathon Oil Corporation May 2007 - August 2007
Skills
Accounting, Tax, Tax Preparation, Income Tax, Microsoft Excel, GAAP, SEC filings
Education
The University of Texas at Austin 2005 — 2010
MPA, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
Master of Professional Accounting, Accounting
Alicia Galaviz Lester's PMB Helin Donovan Experience August 2011 - May 2012
Job Accounting Professional & COO at The Lester Household
Industry Accounting
Experience
The Greater Austin-San Antonio Corridor Council May 2012 - March 2014
Lone Star Rail District May 2012 - March 2014
PMB Helin Donovan August 2011 - May 2012
PMB Helin Donovan January 2008 - April 2011
Travis County 2001 - 2008
PricewaterhouseCoopers August 1999 - July 2001
Southern Union September 1998 - December 1998
Coopers & Lybrand June 1997 - August 1998
Skills
Internal Controls, Financial Reporting, Auditing, SEC filings, Accounting, GAAP, General Ledger, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, QuickBooks, Tax, Internal Audit, Payroll, Bookkeeping, Budgets, US GAAP, CPA, Revenue Recognition, External Audit, Financial Statements, Fixed Assets, Variance Analysis, Account Reconciliation, Finance
Education
The University of Texas at Austin 1995 — 1999
BBA/MPA, Accounting
The Greater Austin-San Antonio Corridor Council May 2012 - March 2014
Lone Star Rail District May 2012 - March 2014
PMB Helin Donovan August 2011 - May 2012
PMB Helin Donovan January 2008 - April 2011
Travis County 2001 - 2008
PricewaterhouseCoopers August 1999 - July 2001
Southern Union September 1998 - December 1998
Coopers & Lybrand June 1997 - August 1998
Skills
Internal Controls, Financial Reporting, Auditing, SEC filings, Accounting, GAAP, General Ledger, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, QuickBooks, Tax, Internal Audit, Payroll, Bookkeeping, Budgets, US GAAP, CPA, Revenue Recognition, External Audit, Financial Statements, Fixed Assets, Variance Analysis, Account Reconciliation, Finance
Education
The University of Texas at Austin 1995 — 1999
BBA/MPA, Accounting
Harry Quang's PMB Helin Donovan Experience June 2008 - September 2008
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
Prometheus Real Estate Group January 2012 - August 2014
PMB Helin Donovan June 2008 - September 2008
PMB Helin Donovan February 2008 - April 2008
Skills
Microsoft Excel, Microsoft Word, Outlook, Multitasking Skills, Learning Quickly, Bank Reconciliation, Time Management, Financial Accounting, Accounting, GAAP, PowerPoint
Education
California State University-East Bay 2007 — 2010
Bachelor's degree, Business Administration, Accounting Option
California State University-East Bay 2007 — 2009
Bachelor's degree, Business Administration - Accounting Emphasis
PwC September 2014 - Present
Prometheus Real Estate Group January 2012 - August 2014
PMB Helin Donovan June 2008 - September 2008
PMB Helin Donovan February 2008 - April 2008
Skills
Microsoft Excel, Microsoft Word, Outlook, Multitasking Skills, Learning Quickly, Bank Reconciliation, Time Management, Financial Accounting, Accounting, GAAP, PowerPoint
Education
California State University-East Bay 2007 — 2010
Bachelor's degree, Business Administration, Accounting Option
California State University-East Bay 2007 — 2009
Bachelor's degree, Business Administration - Accounting Emphasis
Toby Gilman CPA's PMB Helin Donovan Experience August 2014 - Present
Job Helping Accountants become Sales Leaders for over 25 yrs. Director of Business Development at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan August 2014 - Present
TM Gilman & Associates July 2013 - August 2014
AthensPartners June 2011 - July 2013
McGladrey August 2010 - July 2011
PricewaterhouseCoopers LLP November 2008 - September 2010
Divine Consultants LLC September 2001 - October 2008
Skills
Business Development, Sales, Process Improvement, Management, Mergers, Management Consulting, Mergers & Acquisitions, Marketing, Team Leadership, Forecasting, Sales Management, Strategic Planning, Training, Change Management, Professional Services, Account Management, New Business Development, Business Strategy, Coaching, Lead Generation, Start-ups, Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 1986 — 1988
Masters, Public Accounting - Tax
The University of Texas at Austin 1981 — 1983
BS, Education
United States Naval Academy 1978 — 1980
n/a, Engineering
PMB Helin Donovan August 2014 - Present
TM Gilman & Associates July 2013 - August 2014
AthensPartners June 2011 - July 2013
McGladrey August 2010 - July 2011
PricewaterhouseCoopers LLP November 2008 - September 2010
Divine Consultants LLC September 2001 - October 2008
Skills
Business Development, Sales, Process Improvement, Management, Mergers, Management Consulting, Mergers & Acquisitions, Marketing, Team Leadership, Forecasting, Sales Management, Strategic Planning, Training, Change Management, Professional Services, Account Management, New Business Development, Business Strategy, Coaching, Lead Generation, Start-ups, Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 1986 — 1988
Masters, Public Accounting - Tax
The University of Texas at Austin 1981 — 1983
BS, Education
United States Naval Academy 1978 — 1980
n/a, Engineering
Joanna Witt's PMB Helin Donovan Experience August 2014 - Present
Job Senior Tax Accountant at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan August 2014 - Present
Pasternak & Associates August 2013 - August 2014
Whitsell and Company, P.C. November 2011 - August 2013
Turnage & Company, P.C. January 2010 - November 2011
Skills
Tax Preparation, Tax Returns, Quickbooks, Income Tax, General Ledger, Bookkeeping, Tax, Accounting, Financial Accounting, Tax Compliance, Financial Reporting, Word, Outlook, Excel, Fixed Assets, Reconciliation, Microsoft Office, Tax Research, Tax Accounting, Accounts Receivable, Accounts Payable
Education
The University of Texas at Arlington - College of Business Administration 2008 — 2009
Master's degree, Accounting
The University of Texas at Arlington
Master's degree, Accounting
PMB Helin Donovan August 2014 - Present
Pasternak & Associates August 2013 - August 2014
Whitsell and Company, P.C. November 2011 - August 2013
Turnage & Company, P.C. January 2010 - November 2011
Skills
Tax Preparation, Tax Returns, Quickbooks, Income Tax, General Ledger, Bookkeeping, Tax, Accounting, Financial Accounting, Tax Compliance, Financial Reporting, Word, Outlook, Excel, Fixed Assets, Reconciliation, Microsoft Office, Tax Research, Tax Accounting, Accounts Receivable, Accounts Payable
Education
The University of Texas at Arlington - College of Business Administration 2008 — 2009
Master's degree, Accounting
The University of Texas at Arlington
Master's degree, Accounting
Shayne Young's PMB Helin Donovan Experience January 2014 - April 2014
Job Tax Assistant at Shost & Company CPA's LLC
Industry Accounting
Experience
PMB Helin Donovan January 2014 - April 2014
Shost & Company CPA's LLC December 2012 - January 2014
University of North Texas May 2009 - December 2012
SJL Energy May 2008 - December 2008
Mortgage Brokerages January 2003 - April 2008
Merrill Lynch September 2001 - January 2003
Mogan Stanley January 2000 - September 2001
Skills
Microsoft Excel, Finance, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Word, Leadership, Credit Analysis, Risk Analysis, Commission Analysis
Education
Texas A&M University-Commerce 2011 — 2012
Master of Science (MS), Accounting, 3.91
University of North Texas 2009 — 2011
BBA, Finance, 3.31
University of North Texas 2009 — 2011
BBA, Accounting, 3.31
University of North Texas 1994 — 1997
BBA, Management
PMB Helin Donovan January 2014 - April 2014
Shost & Company CPA's LLC December 2012 - January 2014
University of North Texas May 2009 - December 2012
SJL Energy May 2008 - December 2008
Mortgage Brokerages January 2003 - April 2008
Merrill Lynch September 2001 - January 2003
Mogan Stanley January 2000 - September 2001
Skills
Microsoft Excel, Finance, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Word, Leadership, Credit Analysis, Risk Analysis, Commission Analysis
Education
Texas A&M University-Commerce 2011 — 2012
Master of Science (MS), Accounting, 3.91
University of North Texas 2009 — 2011
BBA, Finance, 3.31
University of North Texas 2009 — 2011
BBA, Accounting, 3.31
University of North Texas 1994 — 1997
BBA, Management
Amy Hood's PMB Helin Donovan Experience July 2006 - April 2009
Job Experienced Accounting Professional
Industry Accounting
Experience
Hanger, Inc. November 2014 - Present
Hanger, Inc. November 2010 - November 2014
Distressed Property Institute May 2009 - November 2010
PMB Helin Donovan July 2006 - April 2009
Parrish Moody and Fikes June 2004 - July 2006
Marks and Round January 2004 - May 2004
Skills
GAAP, QuickBooks, Accounting, Accounts Payable, Auditing, General Ledger, Payroll, Accounts Receivable, Financial Statements, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act
Education
Baylor University - Hankamer School of Business 2004 — 2005
Masters, Accounting
Southern Nazarene University 2000 — 2004
Bachelors, Accounting
Hanger, Inc. November 2014 - Present
Hanger, Inc. November 2010 - November 2014
Distressed Property Institute May 2009 - November 2010
PMB Helin Donovan July 2006 - April 2009
Parrish Moody and Fikes June 2004 - July 2006
Marks and Round January 2004 - May 2004
Skills
GAAP, QuickBooks, Accounting, Accounts Payable, Auditing, General Ledger, Payroll, Accounts Receivable, Financial Statements, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act
Education
Baylor University - Hankamer School of Business 2004 — 2005
Masters, Accounting
Southern Nazarene University 2000 — 2004
Bachelors, Accounting
virgilio altamirano's PMB Helin Donovan Experience August 2001 - January 2005
Job Principal at Apante/Albacin/Muzun Investments
Industry Venture Capital & Private Equity
Experience
Apante/Albacin/Muzun Investment Companies March 1989 - Present
PMB Helin Donovan August 2001 - January 2005
Skills
Internal Controls, Auditing, US GAAP, Accounting, Financial Reporting, Financial Accounting, CPA, Construction Management, Real Estate Development, Real Estate Project..., International Business
Education
The University of Texas at Austin 1974 — 1980
BS and BA, Structural Engineering, Accounting and finance
University of Texas 1973 — 1980
BS -BA, Architectural Engineering - Business
Apante/Albacin/Muzun Investment Companies March 1989 - Present
PMB Helin Donovan August 2001 - January 2005
Skills
Internal Controls, Auditing, US GAAP, Accounting, Financial Reporting, Financial Accounting, CPA, Construction Management, Real Estate Development, Real Estate Project..., International Business
Education
The University of Texas at Austin 1974 — 1980
BS and BA, Structural Engineering, Accounting and finance
University of Texas 1973 — 1980
BS -BA, Architectural Engineering - Business
Martin Osorio's PMB Helin Donovan Experience May 2008 - May 2009
Job Accounting Manager at Community Intervention Services
Industry Accounting
Experience
Community Intervention Services August 2013 - Present
Seton Family of Hospitals October 2010 - August 2013
Blackhawk Healthcare May 2009 - October 2010
PMB Helin Donovan May 2008 - May 2009
Ernst & Young January 2008 - January 2009
Fidelity National Financial 2005 - 2008
NAVY August 1995 - August 1999
Skills
Financial Analysis, General Ledger, GAAP, Accounting, Financial Reporting, Microsoft Excel, NetSuite, smartvi, Account Reconciliation, Budgets, Accounts Receivable
Education
University of North Florida - College of Business Administration 2003 — 2006
BA, Accounting
CGHS
Community Intervention Services August 2013 - Present
Seton Family of Hospitals October 2010 - August 2013
Blackhawk Healthcare May 2009 - October 2010
PMB Helin Donovan May 2008 - May 2009
Ernst & Young January 2008 - January 2009
Fidelity National Financial 2005 - 2008
NAVY August 1995 - August 1999
Skills
Financial Analysis, General Ledger, GAAP, Accounting, Financial Reporting, Microsoft Excel, NetSuite, smartvi, Account Reconciliation, Budgets, Accounts Receivable
Education
University of North Florida - College of Business Administration 2003 — 2006
BA, Accounting
CGHS
Scott Derry's PMB Helin Donovan Experience January 2009 - March 2009
Job Executive Director at Ascendant Capital
Industry Real Estate
Experience
Ascendant Capital, LLC. March 2012 - Present
Virtus Real Estate Investments December 2011 - May 2013
PMB Helin Donovan January 2009 - March 2009
Deloitte Tax LLP January 2008 - January 2009
Skills
Financial Analysis, Investments, QuickBooks, Accounting, Financial Reporting, Due Diligence, Real Estate, Financial Statements, Financial Accounting, Forecasting, Microsoft Excel, Budgets, Capital Markets
Education
The University of Texas at Austin 2003 — 2008
MPS, Business, Accounting, Finance
The University of Texas at Austin - Red McCombs School of Business 2003 — 2008
Master in Professional Accounting, Accounting
Ascendant Capital, LLC. March 2012 - Present
Virtus Real Estate Investments December 2011 - May 2013
PMB Helin Donovan January 2009 - March 2009
Deloitte Tax LLP January 2008 - January 2009
Skills
Financial Analysis, Investments, QuickBooks, Accounting, Financial Reporting, Due Diligence, Real Estate, Financial Statements, Financial Accounting, Forecasting, Microsoft Excel, Budgets, Capital Markets
Education
The University of Texas at Austin 2003 — 2008
MPS, Business, Accounting, Finance
The University of Texas at Austin - Red McCombs School of Business 2003 — 2008
Master in Professional Accounting, Accounting
Robert Gattilia's PMB Helin Donovan Experience January 2006 - August 2008
Job CPA
Industry Accounting
Experience
Singleton, Clark & Company PC May 2012 - Present
Montemayor Hill & Company PC October 2009 - May 2012
Tatum September 2008 - August 2009
PMB Helin Donovan January 2006 - August 2008
Education
Texas State University-San Marcos
Master of Accountancy
Texas State University-San Marcos
Bachelor of Business Administration (BBA)
LHHS
Singleton, Clark & Company PC May 2012 - Present
Montemayor Hill & Company PC October 2009 - May 2012
Tatum September 2008 - August 2009
PMB Helin Donovan January 2006 - August 2008
Education
Texas State University-San Marcos
Master of Accountancy
Texas State University-San Marcos
Bachelor of Business Administration (BBA)
LHHS
Billy Cao's PMB Helin Donovan Experience July 2009 - June 2012
Job Senior Internal Auditor at Stanford University
Industry Accounting
Experience
Stanford University October 2014 - Present
Robert Half International November 2012 - October 2014
PMB Helin Donovan July 2009 - June 2012
Hemming Morse, Inc. August 2006 - July 2009
Skills
Auditing, Accounting, Financial Accounting, US GAAP, Financial Reporting, SEC Financial Reporting, Internal Controls, Revenue Recognition, GAAP, Financial Statements, CPA
Education
University of California, Berkeley 2002 — 2006
Bachelor, Economics
Stanford University October 2014 - Present
Robert Half International November 2012 - October 2014
PMB Helin Donovan July 2009 - June 2012
Hemming Morse, Inc. August 2006 - July 2009
Skills
Auditing, Accounting, Financial Accounting, US GAAP, Financial Reporting, SEC Financial Reporting, Internal Controls, Revenue Recognition, GAAP, Financial Statements, CPA
Education
University of California, Berkeley 2002 — 2006
Bachelor, Economics
Petra Coffey's PMB Helin Donovan Experience February 2011 - June 2013
Job
Industry Accounting
Experience
PMB Helin Donovan February 2011 - June 2013
City of Austin October 2010 - February 2011
JPMorgan Chase August 2009 - March 2010
Skills
GAAP, Accounting, Financial Analysis, Auditing, US GAAP, Financial Accounting, Financial Statements, Financial Reporting, Tax, CPA, Tax Preparation, Tax Research, Corporate Tax, Partnership Taxation, Income Tax, Sales Tax, CCH ProSystem fx, General Ledger
Education
The Ohio State University Fisher College of Business 2007 — 2009
BSBA
Columbus State Community College 2004 — 2007
Associate of Arts
PMB Helin Donovan February 2011 - June 2013
City of Austin October 2010 - February 2011
JPMorgan Chase August 2009 - March 2010
Skills
GAAP, Accounting, Financial Analysis, Auditing, US GAAP, Financial Accounting, Financial Statements, Financial Reporting, Tax, CPA, Tax Preparation, Tax Research, Corporate Tax, Partnership Taxation, Income Tax, Sales Tax, CCH ProSystem fx, General Ledger
Education
The Ohio State University Fisher College of Business 2007 — 2009
BSBA
Columbus State Community College 2004 — 2007
Associate of Arts
Jaclyn Roberts's PMB Helin Donovan Experience October 2011 - January 2014
Job Partner at The Wenmohs Group
Industry Financial Services
Experience
The Wenmohs Group January 2014 - Present
PMB Helin Donovan October 2011 - January 2014
PMB Helin Donovan March 2010 - October 2011
Deloitte June 2003 - March 2010
Skills
GAAP, CPA, Accounting, US GAAP, Auditing, Tax, SEC filings, Partnership Taxation, Internal Controls, Tax Research, Sarbanes-Oxley Act, General Ledger, Income Tax, Tax Accounting, Financial Statements, Tax Returns
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2003
Master in Professional Accounting, Tax
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2003
Bachelor of Business Administration, Accounting
The Wenmohs Group January 2014 - Present
PMB Helin Donovan October 2011 - January 2014
PMB Helin Donovan March 2010 - October 2011
Deloitte June 2003 - March 2010
Skills
GAAP, CPA, Accounting, US GAAP, Auditing, Tax, SEC filings, Partnership Taxation, Internal Controls, Tax Research, Sarbanes-Oxley Act, General Ledger, Income Tax, Tax Accounting, Financial Statements, Tax Returns
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2003
Master in Professional Accounting, Tax
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2003
Bachelor of Business Administration, Accounting
Celina Lam's PMB Helin Donovan Experience June 2009 - Present
Job Controller at Pomeroy Recreation & Rehabilitation Center
Industry Accounting
Experience
Pomeroy Recreation & Rehabilitation Center August 2015 - Present
PMB Helin Donovan June 2009 - Present
East Meets West Foundation October 2008 - June 2009
PMB Helin Donovan July 1998 - October 2008
Future Wireless, Inc. January 1992 - January 1998
Skills
GAAP, US GAAP, Internal Controls
Education
San Francisco State University 1991 — 1996
Bachelor of Science, Accountancy
Pomeroy Recreation & Rehabilitation Center August 2015 - Present
PMB Helin Donovan June 2009 - Present
East Meets West Foundation October 2008 - June 2009
PMB Helin Donovan July 1998 - October 2008
Future Wireless, Inc. January 1992 - January 1998
Skills
GAAP, US GAAP, Internal Controls
Education
San Francisco State University 1991 — 1996
Bachelor of Science, Accountancy
Karl Friedeck's PMB Helin Donovan Experience January 2006 - June 2013
Job Tax Senior at EZCORP
Industry Accounting
Experience
EZCORP June 2014 - Present
Amherst Securities Group June 2013 - June 2014
PMB Helin Donovan January 2006 - June 2013
Skills
SEC filings, Tax, Tax Research, Corporate Tax, GAAP, CPA, US GAAP, Tax Preparation, Income Tax, Tax Accounting, Partnership Taxation, Finance, Financial Statements, General Ledger, ProSystem fx Tax, Accounting, SEC Filings
Education
Texas State University 2001 — 2005
Accounting
EZCORP June 2014 - Present
Amherst Securities Group June 2013 - June 2014
PMB Helin Donovan January 2006 - June 2013
Skills
SEC filings, Tax, Tax Research, Corporate Tax, GAAP, CPA, US GAAP, Tax Preparation, Income Tax, Tax Accounting, Partnership Taxation, Finance, Financial Statements, General Ledger, ProSystem fx Tax, Accounting, SEC Filings
Education
Texas State University 2001 — 2005
Accounting
Amanda Freund's PMB Helin Donovan Experience November 2011 - May 2012
Job Ad Operations Specialist II at Pinsight Media+ (powered by Sprint)
Industry Management Consulting
Experience
Pinsight Media+ (powered by Sprint) October 2013 - Present
PMB Helin Donovan November 2011 - May 2012
Ernst & Young January 2009 - November 2011
Skills
Financial Reporting, Financial Analysis, Auditing, Microsoft Excel, Microsoft Office, Financial Accounting, Management, Internal Controls, PowerPoint
Education
University of Kansas - Graduate School of Business
Pinsight Media+ (powered by Sprint) October 2013 - Present
PMB Helin Donovan November 2011 - May 2012
Ernst & Young January 2009 - November 2011
Skills
Financial Reporting, Financial Analysis, Auditing, Microsoft Excel, Microsoft Office, Financial Accounting, Management, Internal Controls, PowerPoint
Education
University of Kansas - Graduate School of Business
Terri Hohimer, CPA's PMB Helin Donovan Experience 2013 - 2014
Job Tax Director at HealthTronics, Inc.
Industry Accounting
Experience
HealthTronics, Inc. July 2014 - Present
PMB Helin Donovan 2013 - 2014
Temple-Inland (now International Paper) 1990 - 2012
Temple-Inland 2005 - 2010
Temple-Inland 2003 - 2005
Temple-Inland 1993 - 2003
Temple-Inland 1991 - 1993
Temple-Inland 1990 - 1991
Axley & Rode, LLP 1986 - 1990
Skills
Tax Accounting, Corporate Tax, Internal Audit, Tax Compliance, Accounting, Auditing, Tax, Employee Benefits, Account Reconciliation, Fixed Assets, CPA, Tax Returns, Tax Law, Payroll Taxes, Sarbanes-Oxley Act, US GAAP, Payroll, GAAP
Education
Stephen F. Austin State University 1982 — 1986
BBA, Accounting, with honors
HealthTronics, Inc. July 2014 - Present
PMB Helin Donovan 2013 - 2014
Temple-Inland (now International Paper) 1990 - 2012
Temple-Inland 2005 - 2010
Temple-Inland 2003 - 2005
Temple-Inland 1993 - 2003
Temple-Inland 1991 - 1993
Temple-Inland 1990 - 1991
Axley & Rode, LLP 1986 - 1990
Skills
Tax Accounting, Corporate Tax, Internal Audit, Tax Compliance, Accounting, Auditing, Tax, Employee Benefits, Account Reconciliation, Fixed Assets, CPA, Tax Returns, Tax Law, Payroll Taxes, Sarbanes-Oxley Act, US GAAP, Payroll, GAAP
Education
Stephen F. Austin State University 1982 — 1986
BBA, Accounting, with honors
Armida Herrera's PMB Helin Donovan Experience January 2013 - May 2015
Job Firm Administrator at Steinbruner Hill CPAs
Industry Accounting
Experience
Steinbruner Hill CPAs June 2015 - Present
PMB Helin Donovan January 2013 - May 2015
BBR LLP April 2008 - December 2012
Education
California State University, Monterey Bay
Steinbruner Hill CPAs June 2015 - Present
PMB Helin Donovan January 2013 - May 2015
BBR LLP April 2008 - December 2012
Education
California State University, Monterey Bay
Rakhi Rao's PMB Helin Donovan Experience November 2010 - August 2012
Job Tax Manager at KPMG US
Industry
Experience
KPMG US April 2015 - Present
Grubman Wealth Management August 2012 - April 2015
PMB Helin Donovan November 2010 - August 2012
Calegari and Morris November 2007 - May 2010
Ten Speed Press November 2000 - November 2007
Education
Golden Gate University
M.S., Taxation
U.C. Berkeley
B.A., English Literature
KPMG US April 2015 - Present
Grubman Wealth Management August 2012 - April 2015
PMB Helin Donovan November 2010 - August 2012
Calegari and Morris November 2007 - May 2010
Ten Speed Press November 2000 - November 2007
Education
Golden Gate University
M.S., Taxation
U.C. Berkeley
B.A., English Literature
Dylan L. Tran's PMB Helin Donovan Experience June 2012 - June 2013
Job Tax Senior at Weinstein Spira & Co.
Industry Accounting
Experience
Weinstein Spira & Company November 2013 - Present
Margolis Phipps & Wright P.C. (now McGladrey) June 2013 - November 2013
PMB Helin Donovan June 2012 - June 2013
London & Co., LLP February 2011 - June 2012
AATS, LLC January 2010 - January 2011
C. Moniz Productions August 2009 - December 2009
NOAA August 2007 - October 2009
University of Hawaii at Manoa August 2004 - July 2007
Skills
Prosystem (fx) Tax, Prosystem (fx)..., Peachtree, Datafaction, BNA Tax Planner, Microsoft Office, RIA Checkpoint, High Net Worth..., Income Tax, Personal Tax Planning, Small Business Tax, Corporate Tax, QuickBooks, Account Reconciliation, Financial Statements, Finance, Payroll, Budgets, Tax Preparation, Auditing, RIA, Journal Entries, Tax Research, Tax Returns, Accounting, ProSystem fx Tax, Tax, Tax Law
Education
University of Hawaii - College of Business Administration 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
Kapiolani Community College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts
Weinstein Spira & Company November 2013 - Present
Margolis Phipps & Wright P.C. (now McGladrey) June 2013 - November 2013
PMB Helin Donovan June 2012 - June 2013
London & Co., LLP February 2011 - June 2012
AATS, LLC January 2010 - January 2011
C. Moniz Productions August 2009 - December 2009
NOAA August 2007 - October 2009
University of Hawaii at Manoa August 2004 - July 2007
Skills
Prosystem (fx) Tax, Prosystem (fx)..., Peachtree, Datafaction, BNA Tax Planner, Microsoft Office, RIA Checkpoint, High Net Worth..., Income Tax, Personal Tax Planning, Small Business Tax, Corporate Tax, QuickBooks, Account Reconciliation, Financial Statements, Finance, Payroll, Budgets, Tax Preparation, Auditing, RIA, Journal Entries, Tax Research, Tax Returns, Accounting, ProSystem fx Tax, Tax, Tax Law
Education
University of Hawaii - College of Business Administration 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
Kapiolani Community College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts
Wallace Helin's PMB Helin Donovan Experience September 1996 - Present
Job Partner at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan September 1996 - Present
Skills
Federal income taxation
Education
The University of Texas at Austin 1983 — 1986
Masster in Professional Accounting, Bachelors in Business Administration
PMB Helin Donovan September 1996 - Present
Skills
Federal income taxation
Education
The University of Texas at Austin 1983 — 1986
Masster in Professional Accounting, Bachelors in Business Administration
Stephanie Ochoa's PMB Helin Donovan Experience January 2009 - December 2011
Job Controller at Children at Heart Ministries
Industry Accounting
Experience
Children at Heart Ministries January 2012 - Present
PMB Helin Donovan January 2009 - December 2011
Deloitte September 2002 - December 2008
Skills
CPA, Internal Controls, Tax, US GAAP, Financial Analysis, GAAP, Accounting, SEC filings, Financial Accounting, Auditing, Financial Reporting, Sarbanes-Oxley Act, Tax Accounting, Non-profits
Education
Sam Houston State University 1997 — 2002
MBA, Accounting
Children at Heart Ministries January 2012 - Present
PMB Helin Donovan January 2009 - December 2011
Deloitte September 2002 - December 2008
Skills
CPA, Internal Controls, Tax, US GAAP, Financial Analysis, GAAP, Accounting, SEC filings, Financial Accounting, Auditing, Financial Reporting, Sarbanes-Oxley Act, Tax Accounting, Non-profits
Education
Sam Houston State University 1997 — 2002
MBA, Accounting
Yvette Morehead's PMB Helin Donovan Experience January 2012 - Present
Job Tax Manager at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan January 2012 - Present
Vink Teague LLLP June 2011 - December 2011
Grant Thornton LP June 2004 - June 2011
Federal Liaison Services 2002 - 2004
Education
The University of Texas at Dallas 2002 — 2004
MS, Accounting
The University of Dallas 2000 — 2003
MBA, Finance
Davidson College 1995 — 1999
BS, Biology
PMB Helin Donovan January 2012 - Present
Vink Teague LLLP June 2011 - December 2011
Grant Thornton LP June 2004 - June 2011
Federal Liaison Services 2002 - 2004
Education
The University of Texas at Dallas 2002 — 2004
MS, Accounting
The University of Dallas 2000 — 2003
MBA, Finance
Davidson College 1995 — 1999
BS, Biology
Opeyemi Akinlade's PMB Helin Donovan Experience February 2014 - Present
Job Tax Intern at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan February 2014 - Present
Redeemed Christian Church of God (HOF) September 2012 - Present
MooreCPA PLLC January 2013 - April 2013
Advantage September 2009 - December 2009
ARAMARK January 2006 - May 2009
Skills
Quickbooks, Excel, Microsoft Office, Word, PowerPoint, Access
Education
The University of Texas at Arlington - College of Business Administration 2011 — 2013
Master, Accounting, 3.333
The University of Texas at Arlington 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance, 3.0
Becker CPA review
UNIVERSITY OF TEXAS AT ARLINGTONCOLLEGE OF BUSINESS
Master; Bachelor of Business Administration, Public Accounting; Finance
PMB Helin Donovan February 2014 - Present
Redeemed Christian Church of God (HOF) September 2012 - Present
MooreCPA PLLC January 2013 - April 2013
Advantage September 2009 - December 2009
ARAMARK January 2006 - May 2009
Skills
Quickbooks, Excel, Microsoft Office, Word, PowerPoint, Access
Education
The University of Texas at Arlington - College of Business Administration 2011 — 2013
Master, Accounting, 3.333
The University of Texas at Arlington 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance, 3.0
Becker CPA review
UNIVERSITY OF TEXAS AT ARLINGTONCOLLEGE OF BUSINESS
Master; Bachelor of Business Administration, Public Accounting; Finance
Crystal Ping's PMB Helin Donovan Experience August 2011 - Present
Job Tax Manager at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan August 2011 - Present
Deloitte September 2004 - April 2011
Skills
Tax, Accounting
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2004
BS, Business Administration
PMB Helin Donovan August 2011 - Present
Deloitte September 2004 - April 2011
Skills
Tax, Accounting
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2004
BS, Business Administration
Chad Ferrer's PMB Helin Donovan Experience March 2012 - Present
Job Staff Auditor at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan March 2012 - Present
Fort Bend ISD August 2011 - Present
Neighborhood Centers Inc. January 2012 - April 2012
Education
University of Houston 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
PMB Helin Donovan March 2012 - Present
Fort Bend ISD August 2011 - Present
Neighborhood Centers Inc. January 2012 - April 2012
Education
University of Houston 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Byron Clark's PMB Helin Donovan Experience July 2013 - June 2014
Job Seeking project or permanent work in Tax / Accounting
Industry Accounting
Experience
Byron Clark CPA July 2014 - Present
PMB Helin Donovan July 2013 - June 2014
Byron Clark CPA June 2012 - July 2013
UHY Advisors May 2000 - June 2012
Fresh America November 1998 - May 2000
Arthur Anderson January 1996 - December 1996
Greenhill Petroleum Co. May 1990 - January 1996
Tyler, Ellis, and Tuffly November 1986 - December 1989
Skills
Federal Tax Compliance..., FAS 109, State and Local Income..., Tax Planning, Financial Accounting, Financial Reporting, State and Local..., Tax, Financial Planners, FAS 5, Accounting, Partnership Taxation, Corporate Tax, Oil & Gas Industry
Education
Lamar University
BA, Accountancy
SMU
University of Houston Graduate Accounting
Taxation
Byron Clark CPA July 2014 - Present
PMB Helin Donovan July 2013 - June 2014
Byron Clark CPA June 2012 - July 2013
UHY Advisors May 2000 - June 2012
Fresh America November 1998 - May 2000
Arthur Anderson January 1996 - December 1996
Greenhill Petroleum Co. May 1990 - January 1996
Tyler, Ellis, and Tuffly November 1986 - December 1989
Skills
Federal Tax Compliance..., FAS 109, State and Local Income..., Tax Planning, Financial Accounting, Financial Reporting, State and Local..., Tax, Financial Planners, FAS 5, Accounting, Partnership Taxation, Corporate Tax, Oil & Gas Industry
Education
Lamar University
BA, Accountancy
SMU
University of Houston Graduate Accounting
Taxation
Natalie Sandberg's PMB Helin Donovan Experience June 2010 - Present
Job Tax Mananger at PMB Helin Donovan LLP
Industry Accounting
Experience
PMB Helin Donovan June 2010 - Present
Education
Oregon State University 1995 — 1999
Bachelor's degree, Accounting
PMB Helin Donovan June 2010 - Present
Education
Oregon State University 1995 — 1999
Bachelor's degree, Accounting
Brett Burton's PMB Helin Donovan Experience November 2014 - Present
Job Tax Director at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan November 2014 - Present
PMB Helin Donovan July 2013 - Present
Turnage & Company July 2008 - July 2013
KPMG US December 2007 - July 2008
McEvoy & Company May 2001 - November 2007
Skills
Tax, Income Tax, Tax Preparation, Partnership Taxation, ProSystem fx Tax, Corporate Tax, CPA, Tax Research, Tax Returns
Education
University of Central Oklahoma - College of Business Administration 1994 — 2001
Bachelor of Science (B.S.), Accounting
PMB Helin Donovan November 2014 - Present
PMB Helin Donovan July 2013 - Present
Turnage & Company July 2008 - July 2013
KPMG US December 2007 - July 2008
McEvoy & Company May 2001 - November 2007
Skills
Tax, Income Tax, Tax Preparation, Partnership Taxation, ProSystem fx Tax, Corporate Tax, CPA, Tax Research, Tax Returns
Education
University of Central Oklahoma - College of Business Administration 1994 — 2001
Bachelor of Science (B.S.), Accounting
Melissa Groves, CPA's PMB Helin Donovan Experience November 2014 - Present
Job Tax Manager at PMB Helin Donovan
Industry Accounting
Experience
PMB Helin Donovan November 2014 - Present
CliftonLarsonAllen November 2013 - November 2014
LarsonAllen November 2011 - October 2013
LarsonAllen January 2010 - October 2011
EY September 2008 - October 2009
Skills
GAAP
Education
Bowling Green State University
Master's degree, Taxation
PMB Helin Donovan November 2014 - Present
CliftonLarsonAllen November 2013 - November 2014
LarsonAllen November 2011 - October 2013
LarsonAllen January 2010 - October 2011
EY September 2008 - October 2009
Skills
GAAP
Education
Bowling Green State University
Master's degree, Taxation