PwC Company
Industry: Company
DescriptionPricewaterhouseCoopers is a multinational professional services network headquartered in London, United Kingdom. PwC ranks as the second largest professional services firm in the world behind Deloitte, and is one of the Big Four auditors, along with Deloitte, EY and KPMG. Revenue: 41.3 billion USD (2018) Headquarters: London, United Kingdom Number of employees: 250,930 (2018) Founded: 1998 Subsidiaries: PricewaterhouseCoopers Private Limited, Strategy&,
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PwC Employees
Grant Thornton LLP October 2014 - Present
Riveron Consulting August 2010 - September 2012
Quorum Business Solutions April 2009 - August 2010
Blockbuster September 2006 - April 2009
PwC September 2005 - September 2006
Skills
Sarbanes-Oxley Act, Accounting, Financial Reporting, SEC filings, Financial Analysis, Financial Accounting, Auditing, Internal Controls, US GAAP, GAAP, CPA, Financial Statements, Finance, SEC Filings, Account Reconciliation
Education
Baylor University 2000 — 2005
BBA, Accounting, Human Resource Management
PwC January 2015 - Present
HollyFrontier Corporation August 2013 - January 2015
HollyFrontier Corporation December 2011 - August 2013
Ryan May 2010 - December 2011
Ryan November 2006 - May 2010
Wells Fargo Financial October 2005 - November 2006
NYC Department of Education June 2004 - June 2005
Skills
Onboarding, Employee Relations, Applicant Tracking..., Recruiting, Human Resources, College Recruiting, Talent Acquisition, Talent Management, HRIS, Performance Management, Organizational..., Training, EEO Reporting, SAP HR, Vendor Management, Personnel Management, Management, Succession Planning, Affirmative Action, New Hire Orientations
Education
The University of Texas at Dallas 2012 — 2014
Master of Business Administration (M.B.A.)
Baylor University 2000 — 2004
B.A., Political Science
Exeter Finance Corp July 2013 - Present
The Hall Group CPAs September 2007 - July 2013
Catalyst Evaluation Group January 2003 - May 2005
Ernst & Young June 1998 - October 2000
PwC 1997 - 1998
ProNet 1995 - 1997
Ernst & Young June 1991 - 1995
Skills
Securities and Exchange..., Public Accounting Firm, CPA Firm, Dallas CPA Firm, SEC Reporting, Mergers & Acquisitions, PCAOB, Transaction Services, Public Companies, Audit, Auditing, SEC reporting, Certified public..., CPA, Dallas, Texas, IPO, IPO Readiness, Initial Public Offerings, SEC, Purchase Price..., New Business Development, IFRS, Transaction Processing, SEC filings, Mergers, Private Equity, Due Diligence, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Strategy, Acquisition Integration, Acquisitions, Accounting, Corporate Finance, Sarbanes-Oxley, Executive Management, US GAAP, GAAP, Business Valuation, Consolidation, Financial Reporting, Financial Modeling, Restructuring, Valuation, Finance, Financial Analysis, External Audit, Financial Accounting
Education
Baylor University 1987 — 1991
BBA, Accounting & Finance
Verizon August 2014 - Present
PwC September 2013 - August 2014
Grant Thornton LLP September 2008 - October 2013
Thacher Proffitt & Wood LLP March 2008 - September 2008
Skills
IT Audit, Information Security, CISA, Information Technology, Internal Controls, Security, Risk Assessment, Information Security..., Auditing, Active Directory, Servers, Sarbanes-Oxley, ITIL, NIST, FISMA, Troubleshooting, Management, Information Assurance, Disaster Recovery, Sarbanes-Oxley Act, Internal Audit, Computer Security
Education
George Mason University - School of Business 2013 — 2014
Master of Science (M.S.), in Management of Secure Information Systems, Cybersecurity, Cumulative GPA:3.8
City University of New York-Baruch College 2009 — 2011
Bachelor of Arts (B.A.), Political Science, Japanese, Cumulative GPA:3.79
Microsoft February 2013 - Present
PwC June 2012 - August 2012
Hewlett-Packard August 2010 - August 2011
ConocoPhillips May 2010 - August 2010
ConocoPhillips May 2009 - August 2009
Skills
Oracle SQL, Microsoft Visio, Microsoft Office, Analysis, SAP, SharePoint, Access, Visual Basic, Visio
Education
Carnegie Mellon University 2011 — 2012
Master of Information Systems Management, Information Systems Management
Baylor University 2006 — 2010
Bachelor of Business Administration, Management Information Systems
PwC September 2015 - Present
PwC January 2015 - April 2015
Cushman & Wakefield June 2014 - August 2014
GeoMark Research June 2013 - July 2013
Baylor August 2012 - July 2013
Eye in the Sky Fireworks June 2012 - July 2012
Education
Baylor University 2011 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Meadows, Collier, Reed, Cousins, Crouch & Ungerman LLP September 2015 - Present
PwC July 2014 - August 2015
EY September 2013 - December 2013
Pepperdine University Athletics Department May 2012 - August 2012
The Office of the Governor July 2011 - August 2011
Capital Sports and Entertainment June 2009 - August 2009
Baylor University January 2008 - May 2008
Skills
Legal Research, Microsoft Office, Tax
Education
Georgetown University Law Center 2013 — 2014
LL.M. in Taxation
Pepperdine University School of Law 2010 — 2013
Juris Doctor
Baylor University 2006 — 2010
BBA, Economics; Finance
National Outdoor Leadership School 2008 — 2008
Unity Search May 2014 - Present
Weinstein Spira & Company August 2013 - April 2014
PwC October 2009 - July 2013
Skills
Tax Research, Tax Accounting, Tax, CPA, Income Tax, Partnership Taxation, Tax Preparation, Big 4, Accounting
Education
University of Houston 2008 — 2009
Master of Accountancy, Taxation
Baylor University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
PwC July 2011 - Present
NYC Human Resource Administration July 2010 - August 2011
Infosys Technologies Limited November 2007 - July 2009
Skills
SDLC, Leadership, Process Improvement, Analysis, Project Management, SSAE 16, SOX 404, ITGC, IT Audit, Business Analysis, Financial Reporting, Access, Financial Analysis, Accounting, Testing, Internal Controls, Sarbanes-Oxley Act, Management, Business Process..., Internal Audit, Enterprise Risk...
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Computer Information Systems and Finance
University of Mumbai 2003 — 2007
B.E, Computers
PwC August 2013 - Present
International Student Exchange January 2009 - August 2013
ATEC Group/ Motovelo January 2008 - December 2008
Clinical Research Organization “MB Quest, Inc.” August 2006 - December 2007
Apparel Boutique “MMO” January 2006 - July 2007
American Bar Association/Central European and Eurasian Law Initiative August 2004 - July 2006
International Charitable Public Organization “Help to Orphan Children” September 1999 - May 2002
Skills
Project Management, Business Valuation, International Trade, Market Research, Strategic Planning, Business Strategy, Financial Modeling, Corporate Finance, Start-ups, Financial Analysis, Data Analysis, Financial Reporting, Strategy, Accounting, Management, Business Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2011
Bloomberg & Reuters 3000Xtra, Financial Data Skills
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Finance/International Business
Goethe International Institute 2004 — 2006
ZMP Certificate, German Language
Minsk State Linguistic University 1998 — 2004
BA in Arts, Linguistics & Economics/Management
PwC July 2014 - Present
PwC July 2012 - June 2014
PwC January 2011 - April 2012
Skills
Corporate Tax, Accounting, Tax, Tax Accounting, Income Tax, Financial Accounting, US GAAP, Tax Returns, Internal Controls, Tax Preparation, GAAP, CPA
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
AQR Capital Management January 2015 - Present
PwC November 2013 - January 2015
WeiserMazars LLP November 2011 - November 2013
Education
Baruch College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
PwC July 2011 - Present
Skills
Accounting, Tax, US GAAP, Corporate Tax, Big 4, GAAP, Income Tax, International Tax, Partnership Taxation, Tax Accounting, CPA, Tax Advisory
Education
Baruch College 2006 — 2007
Master of Science (MS), Taxation
Baruch College 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Stephen B Cohen CPA 1984 - Present
PwC 1980 - 1983
Skills
Accounting, GAAP, CPA, Corporate Tax, Financial Reporting, Tax, Auditing, Income Tax, Tax Preparation
Education
Baruch College, City University of New York (CUNY) 1971 — 1974
Bachelor's Degree, Accounting
PwC January 2015 - Present
Public Service Company of New Mexico (PNM) June 2015 - Present
South Jersey Industries January 2015 - June 2015
ONEOK February 2014 - January 2015
Accenture July 2008 - January 2015
Energy Future Holdings November 2010 - February 2014
Southern Company June 2009 - October 2010
NiSource October 2008 - May 2009
Skills
Maximo, Solution Architecture, Supply Chain, Warehouse Management, Procurement, Business Process, Integration, Consulting
Education
Baylor University 2004 — 2008
Bachelor of Business Administration (BBA), Management Information Systems, General
The Broadleaf Group September 2014 - Present
Enaxis July 2012 - July 2014
Century 21 New Millennium September 2009 - October 2012
CGI Federal October 2008 - August 2009
B&C January 2008 - May 2008
PwC April 2004 - January 2008
Booz Allen Hamilton January 2000 - April 2004
Skills
Leadership, Management, Project Management, PMO, Recruiting, Project Planning, Business Process..., Analysis, Personnel Management, Management Consulting, Process Improvement, Contract Negotiation, Real Estate, Contract Management, Workforce Planning, Conducting Interviews, Oil & Gas Industry, Human Resources, HR Generalist, Employee Relations, Coaching, Training & Development, Business Analysis
Education
University of Houston 1998 — 1999
MBA, Business Management
Baylor University 1994 — 1998
BBA, Computer Information Systems
Clear Lake High School 1990 — 1994
High School
ERICKSON PARTNERS April 2015 - August 2015
PwC January 2014 - March 2014
Merrill Lynch June 2012 - August 2012
HushMat May 2010 - August 2011
Blue Hills Country Club April 2008 - August 2010
Skills
Microsoft Excel, Shipping, Corporate Finance, Accounting, Inventory Control, Sales, Teamwork, Time Management, PowerPoint, Customer Service, Social Media, Microsoft Office, Financial Analysis, Leadership, Microsoft Word, Research
Education
Baylor University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Entrepreneurship
Regent's University London 2013 — 2013
Baylor Business in Europe 2014, Strategic Management and Entrepreneurship in the EU
Texas Children's Hospital June 2004 - November 2008
Texas Children's Hospital March 2000 - May 2004
Texas Children's Hospital October 1998 - February 2000
PwC April 1995 - August 1998
PwC January 1992 - March 1995
Skills
Business Planning, Financial Analysis, Financial Reporting, Change Management, Process Improvement, Data Analysis, Market Analysis, Auditing, Business Process, Cross-functional Team..., Finance, Healthcare Management, Hospitals, Leadership, Management, Project Management, Strategic Planning, Strategy, Training
Education
University of Houston-Clear Lake 1996 — 1999
Masters in Health Administration (MHA), Health/Health Care Administration/Management, 3.9
Baylor University 1987 — 1991
Bachelor of Business Administration (BBA), Accounting, 3.5
TD Bank November 2011 - Present
Professional Wedding Photographer May 2008 - September 2012
SNR Denton May 2006 - September 2008
First Vice President May 2004 - May 2006
PwC January 2000 - May 2004
Fleet Bank (Nat West) December 1987 - December 1999
First Fidelity Bank June 1985 - December 1987
Skills
Banking, Commercial Banking, Credit, Leadership, Business Development, Loans, Strategy, Management, Portfolio Management, Risk Management, Mergers & Acquisitions, Commercial Lending, Training
Education
Bates College 1981 — 1985
Bachelor of Arts (B.A.), Philosophy
Teach For America & Houston Independent School District May 2012 - Present
Baylor University August 2009 - May 2012
Baylor University August 2009 - December 2010
PwC May 2010 - August 2010
Baylor University August 2009 - May 2010
Skills
Curriculum Design, Curriculum Development, Public Speaking, Educational Leadership, Tutoring, Lesson Planning, Classroom, Research, Staff Development, Classroom Management, Teaching, Educational Technology, Teacher Training, Differentiated..., Literacy, K-12, Special Education, Instructional Design, ESL, Instructional Technology, Microsoft Office, Leadership, PowerPoint, Community Outreach, Microsoft Excel
Education
New York University School of Law 2015 — 2018
Juris Doctorate Candidate
Johns Hopkins University School of Education 2013 — 2015
Master's of Science, Secondary Education
Baylor University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
NorthStar Asset Management Group Inc. June 2015 - Present
PricewaterhouseCoopers June 2013 - May 2015
Baruch College Executives on Campus 2014 - 2015
PwC July 2010 - June 2013
PwC January 2008 - June 2010
PricewaterhouseCoopers June 2007 - August 2007
Skills
Tax Compliance, Partnership Taxation, Corporate Tax, International Tax, Tax Accounting, Federal Taxation, State Taxation, Real Estate, Member of AICPA
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Masters of Science, Taxation
City University of New York-Baruch College 2004 — 2007
Bachelors of Business Administration, Accounting
PwC January 2013 - March 2013
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Tax, PowerPoint, Microsoft Word, US GAAP, Auditing, Microsoft Office, QuickBooks, External Audit, Income Tax, Corporate Tax, Access, GAAP, Internal Controls, Corporate Finance, Teamwork
Education
Baylor University 2009 — 2013
Master's degree, Accounting
PwC October 2013 - Present
PwC June 2012 - August 2012
The Melting Pot Restaurants November 2009 - June 2012
The Comprehensive Center of Rehabilitation July 2009 - January 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Auditing, PowerPoint, Time Management, Outlook, Data Analysis, Budgets, Financial Analysis, QuickBooks, Access, Data Entry, Customer Service
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Taxation
State University of New York at Albany 2008 — 2012
Bachelor of Science (BS), Accounting
PwC January 2014 - Present
Shanghai Peiner SMAG Machinery Co., Ltd May 2011 - August 2011
HSBC May 2009 - August 2009
Skills
Accounting, Finance, Financial Reporting, Financial Analysis, GAAP Standards, Business, Budgets, Research, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, QuickBooks
Education
University of Tampa - John H. Sykes College of Business 2012 — 2013
Master of Science (M.S.), Accounting
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Baylor University
Bachelor of Business Administration (B.B.A.)
PwC November 2011 - Present
Skills
Enterprise Risk..., Financial Services, Sarbanes-Oxley Act, Management Consulting, Business Transformation, Business Process..., Governance
Education
Bay Path University 2000 — 2003
B.S., Business
COMPAS March 2012 - Present
Gramercy Funds Management LLC ("Gramercy") December 2012 - Present
Credivalores May 2014 - Present
PICS Auditing, LLC April 2013 - Present
EdgeTheory June 2013 - Present
PwC January 2013 - Present
Choice Technologies S.A. June 2012 - Present
1010data January 2015 - August 2015
LuxCloud S.A. July 2012 - June 2015
Ooyala June 2009 - May 2012
Skills
Global Management, Global Strategy, Leadership, Global Business..., Global Operations, Global Organizational..., International Strategy, P&L Management, International..., International M&A, Global Entrepreneurship, Global P&L Management, Entrepreneurship, Enterprise Software
Education
Stanford University Graduate School of Business 2007 — 2007
SEP
Baylor University 1986 — 1990
BS, Electrical and Computing Engineering
PwC September 2015 - Present
Long Island Volleyball Club November 2014 - June 2015
Baruch College January 2011 - May 2014
Centaurus Financial November 2008 - August 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Teamwork, Time Management, Social Networking, Facebook
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Arts (BA), Actuarial Science, 3.79
PwC June 2015 - Present
Baylor University August 2011 - December 2014
Communities in Schools of the Heart of Texas October 2013 - May 2014
The Health Museum May 2012 - March 2013
Piney Point Oral and Maxillofacial Surgery May 2012 - August 2012
Skills
PowerPoint, Editing, Data Entry
Education
Baylor University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting, Senior
DeBakey HSHP
DeBakey HSHP
State Street April 2014 - Present
PwC June 2000 - April 2014
Credit Suisse February 1999 - June 2000
John Hancock Signature Services, Inc. March 1997 - February 1999
Liberty Mutual Insurance Group June 1993 - March 1997
Skills
Budgets, Accounting, Microsoft Office, Lotus Notes, Training, Time Management, Payroll, Leadership, Management, Analysis, Invoicing, Event Management, Marketing, Account Reconciliation, Strategy, Proposal Writing, Travel Arrangements, Confidentiality, Calendars, Accounts Payable, Access, QuickBooks, Accounts Receivable, Administrative..., Customer Service, Microsoft Excel, Microsoft Word, PowerPoint
Education
Northeastern University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Bay State College 1986 — 1988
Associate Degree, Applied Science
PwC August 2014 - Present
Baylor University March 2013 - May 2014
PwC January 2013 - March 2013
American Income Life May 2012 - August 2012
Skills
Access, Microsoft Excel, PowerPoint, QuickBooks, Vizio, External Audit, Journal Entries, PeopleSoft, Public Speaking, Microsoft Office, Accounting, Financial Analysis, Social Media, Auditing, Financial Reporting, Financial Accounting, Business Analysis
Education
Baylor University 2009 — 2014
BBA, Master's degree, Accounting
PricewaterhouseCoopers July 2009 - Present
PwC 2009 - Present
Skills
Accounting, Corporate Tax, GoSystems, Microsoft Excel, Tax, US Tax
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
Masters, Taxation
Northeastern University 2005 — 2009
BSBA, Accounting
Deloitte June 2015 - July 2015
PwC January 2015 - June 2015
Johns Hopkins University Carey Business School August 2012 - May 2014
Soundtracker April 2013 - February 2014
Franklin Templeton Sealand Fund Management Co., Ltd September 2011 - December 2011
Shanghai Pudong Development Bank February 2011 - March 2011
Citibank December 2010 - January 2011
China-ASEAN EXPO Secretariat October 2007 - October 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Microsoft Word, Corporate Finance, Mandarin, Marketing, English, Teamwork, Accounting, Market Research, Project Management, Economics, Financial Analysis, Team Leadership, Research, Intercultural..., Access, Investments, Matlab, Finance, Training, Leadership
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree, Quantitative Method and Modeling
The Johns Hopkins University 2012 — 2014
Master of Science (M.S.), Finance, General
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Science (M.S.), Finance, General, 3.6
University of International Business and Economics 2008 — 2012
Bachelor, Economics; Risk Management and Insurance, 3.8
PwC January 2015 - Present
Rothstein Kass January 2014 - February 2014
Boffi Soho May 2011 - May 2013
Larry Associates January 2011 - May 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Facebook, Social Media, QuickBooks, Research, English, Data Entry, Accounting, Time Management, Access, Auditing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2014
MBA, Professional Accounting
City University of New York-Baruch College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Industrial/Organizational Psychology
PwC July 2007 - Present
PwC February 2003 - June 2007
PwC July 2000 - January 2003
PwC January 1999 - June 2000
Skills
Big 4, Tax, Income Tax, International Tax, Expatriate Tax, Expatriate Management, Global Mobility, Tax Research, Corporate Tax, Tax Advisory, Tax Accounting, Accounting, Deferred Compensation, Auditing, Payroll
Education
Bates College 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Spanish
Pontificia Universidad Católica de Chile 1996 — 1997
Year abroad, Political Science & Spanish
PwC May 2012 - July 2015
Microsoft 2002 - 2012
Arthur Andersen LLP August 2001 - December 2002
Dell, Inc. 1999 - 2001
Arthur Andersen LLP 1998 - 1999
realTech 1996 - 1998
Affiliated Computer Services, Inc. (ACS) 1995 - 1996
Advanced Technology Systems (ATS) 1994 - 1996
International Micro Systems, Inc. (IMS Computers) 1992 - 1995
Skills
Enterprise Software, Business Development, Solution Selling, Strategy, Program Management, Cloud Computing, SaaS, Business Intelligence, Business Alliances, Enterprise Architecture, Product Marketing, Product Management, IT Strategy, SharePoint, Business Analysis, Management, Go-to-market Strategy, Partner Management, Strategic Partnerships, Professional Services, Strategic Alliances, ERP, SAP, Cross-functional Team..., Software Project..., Alliance Marketing, Global Alliances, Global Alliance..., Alliance Formation
Education
Baylor University 1993 — 1996
Business Administration and Management, General
St. Edward's University 2003 — 2004
Organizational Communication, General
Plano Senior High School
Moody's Investors Service July 2015 - Present
Barclays Wealth and Investment Management June 2014 - August 2014
PwC June 2013 - May 2014
Honors Council May 2013 - May 2014
Rising Starr Sophomore Program September 2012 - May 2013
Accounting Society September 2012 - May 2013
Sigma Alpha Delta Honor Society May 2012 - May 2013
Phi Eta Sigma National Honor Society-Baruch Chapter May 2012 - May 2013
TAJ Cafe Inc. August 2007 - May 2013
Student Council, Msgr. McClancy Memorial High School September 2009 - June 2011
Skills
Leadership, Access, Time Management, Financial Analysis, Analysis, Research, Public Speaking, Teamwork, Outlook, Auditing, Microsoft Excel, Microsoft Office, Data Analysis, Training, Microsoft Word, PowerPoint, Internal Audit, Finance, Accounting, Financial Reporting, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, 3.56
Monsignor McClancy Memorial High School 2007 — 2011
Advanced Regents Diploma, 3.81
Cubic Technologies February 2015 - Present
Stallion Technologies October 2013 - Present
PwC November 2011 - October 2013
Marble Slab Creamery October 2009 - October 2013
The Siegfried Group November 2011 - April 2012
PM Realty Group October 2009 - September 2011
Rothstein Kass October 2006 - September 2009
Novotny & Company May 2006 - August 2006
Skills
Partnership Taxation, Accounting, Hedge Funds, Private Equity, Real Estate, Alternative Investments, Finance, Risk Management, Business Development, Financial Reporting, Internal Audit, Financial Analysis, Investments, Financial Modeling, Due Diligence, Management
Education
Baylor University 2002 — 2006
BBA, Accounting, Real Estate
Baylor University
BROOKLYN WOLF January 2015 - Present
Benny February 2015 - April 2015
PwC September 2013 - December 2014
Ernst & Young June 2012 - August 2012
PwC January 2012 - April 2012
Goldman Sachs & Co September 2010 - November 2011
Law Offices of David C. Berg February 2010 - August 2010
IQPC- International Quality and Productivity Center June 2009 - February 2010
Skills
Tax, Accounting, Financial Analysis, Financial Accounting, Microsoft Excel, Bloomberg Terminal, Corporate Finance, Microsoft Office, Lotus Notes, QuickBooks, Access, US GAAP, Financial Modeling, Auditing, Microsoft Word, Finance, Financial Reporting, PowerPoint, E-commerce, Fashion Photography, Google Analytics, Graphic Design
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Taxation
Baruch College 2008 — 2012
BBA, Accountancy
Zicklin School of Business CUNY Baruch College New 2008 — 2012
Bachelor of Business Administration, Accounting; Accountancy
PwC October 2012 - Present
Anchin, Block & Anchin LLP January 2009 - October 2012
Anchin, Block & Anchin LLP January 2008 - December 2008
Farkouh, Furman & Faccio April 2006 - December 2007
Skills
Partnership Taxation, Tax, Tax Research, Tax Preparation, GoSystems, QuickBooks, Income Tax, Tax Advisory, Tax Returns, Big 4, Financial Services
Education
Baruch College
Bachelor of Science, Accounting
Burberrys Limited November 2014 - Present
PwC January 2014 - August 2014
Burberry January 2013 - January 2014
Coach October 2012 - February 2013
Macy's Herald Square (New York, NY) May 2011 - February 2013
Human Resources Administration: Department of Social Service (NYC Government), June 2012 - August 2012
Hunter College- Accounting Office May 2011 - August 2011
Skills
Retail Sales, merchandising, loss prevention, Accounting, Bookkeeping, Visual Merchandising, Internships, cashiering, Finance, Data Entry, Time Management, Microsoft Office, Teamwork, Financial Accounting, Financial Statements, US GAAP, Merchandising
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (MS), Taxation
Baruch College, City University of New York (CUNY) 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Brookfield May 2015 - Present
The Blackstone Group September 2007 - May 2015
PwC November 2005 - September 2007
McGladrey June 2004 - November 2005
Gucci Group 2003 - 2003
Skills
Partnership Accounting, Real Estate Private..., Financial Reporting, Financial Accounting, Financial Audits, Research, Analytical Skills, Compliance, US GAAP, Accounting, Internal Controls, Financial Analysis, GAAP, Fund Accounting, Valuation, SEC filings, Finance, Tax, Auditing, Financial Modeling, SEC Filings
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
A.T. Kearney February 2015 - Present
Citi 2013 - February 2015
University of Chicago Booth School of Business September 2011 - June 2013
UBS June 2012 - August 2012
PwC July 2011 - September 2011
PwC September 2008 - June 2011
Skills
Financial Modeling, Operational Due..., Business Strategy, Business Process..., IFRS, Enterprise Valuation, Corporate Finance, Valuation, Business Valuation, Risk Management, Financial Analysis, Finance, Financial Services, Financial Reporting, Asset Management, Mergers & Acquisitions, Investment Banking, Private Equity, Investments, Due Diligence, Consulting
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting & Economics
Bates College 2004 — 2008
Bachelors, Major in Economics, Minor in Mathematics & Russian
Alliance High School 2001 — 2004
PwC March 2015 - Present
EY November 2013 - February 2015
JPMorgan Chase June 2011 - August 2011
Basel Asset Management May 2010 - December 2010
Merrill Lynch July 2006 - August 2006
Skills
Bloomberg Terminal, Lotus Notes, GoSystems, Tax, Due Diligence, Auditing, Financial Services, Economics, Wealth Management, Financial Analysis, Microsoft Excel, Financial Accounting, Microsoft Word, QuickBooks
Education
Baruch College 2012 — 2013
Master of Science (M.S.)
City University of New York-Baruch College 2008 — 2012
Bachelors of Business Administration
Syosset High School
Clever Devices August 2015 - Present
PwC March 2012 - September 2014
PwC September 2010 - February 2012
PwC 2007 - 2010
Skills
Human Resources, Talent Management, New Hire Orientations, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2010 — 2013
Master of Business Administration (MBA), Human Resource Management/Organizational Behavior
State University of New York at Albany
Bachelor of Arts (B.A.), Anthropology
Chris Electronics Corp. May 2013 - Present
Next Generation Insurance Group March 2012 - May 2013
PwC March 2008 - March 2012
Infinity Data Corp September 2006 - March 2008
HarborOne Credit Union September 2004 - May 2006
Century 21 Best Choice March 2002 - September 2004
Skills
Accounting, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Customer Service, Financial Reporting, Budgets, Payroll, Project Management, Marketing, Recruiting
Education
Bay State College 2010 — 2011
Associate's degree, Business Administration and Management, General
Bay State College
Associate's, Business Administration
PwC April 2015 - Present
CorpX Strategy LLC May 2013 - April 2015
Epicenter for the Arts April 2013 - April 2015
Education
Baylor University
Bachelor of Business Administration (B.B.A.), Information Systems & Statistics
PwC February 2014 - Present
PwC September 2010 - January 2014
Innovatix, LLC June 2009 - August 2009
The Jewish Museum May 2008 - July 2008
Skills
Healthcare Consulting, Financial Modeling, Financial Analysis, Management Consulting, Revenue Cycle, Due Diligence, Business Process..., Data Analysis, Auditing, Accounting, Strategic Planning, Valuation, Performance Improvement, Research, Mergers & Acquisitions, Analysis
Education
Bates College 2006 — 2010
Bachelor of Arts (B.A.), Politics
Bates College 2006 — 2010
Bachelor of Arts (B.A.), Politics
Millbrook School 2002 — 2006
High School, N/A
Intuit August 2012 - Present
Intuit September 2006 - July 2012
Intuit August 2002 - August 2006
Electronic Data Systems October 2001 - June 2002
PwC July 2000 - August 2001
PwC January 1994 - June 2000
Skills
Process Improvement, Project Management, Enterprise Systems..., Team Leadership, Change Management, Business Requirements, Onboarding, Process Flow..., Management Consulting, Employee Networks, Salesforce.com, Interactive Intelligence, SDLC, Training, Software Project..., Business Analysis, Leadership, Consulting, Management, Vendor Management, Business Intelligence, Cross-functional Team..., Program Management
Education
Baylor University - Hankamer School of Business 1993 — 1993
Master of Business Administration (M.B.A.), Information Technology
Baylor University 1988 — 1992
Bachelor of Arts (BA), Business Administration
EY January 2015 - Present
EY June 2014 - August 2014
Mitsubishi UFJ Securities (USA), Inc November 2013 - April 2014
Goldman Sachs June 2013 - November 2013
PwC January 2013 - February 2013
Bank of China June 2012 - July 2012
Financial Office of Guilin Municipal Government June 2011 - August 2011
Skills
Microsoft Excel, Aura, Lotus Notes, Access, Microsoft Word, Corporate Finance, QuickBooks, PowerPoint, Accounting, Financial Analysis, Financial Accounting, Financial Modeling, Financial Reporting, Internal Audit, Finance, Auditing, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (MS), Accounting
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Southwestern University of Finance and Economics 2010 — 2014
Bachelor of Business Administration (BBA), Financial Management
Foreign Language School Attached to Guangxi Normal University 2004 — 2010
Middle school and high school
PwC June 2015 - July 2015
Firetrol July 2014 - July 2014
VME Fabricators July 2014 - July 2014
ETV Software June 2014 - July 2014
East Texas Medical Center November 2012 - August 2013
Aeropostale June 2012 - August 2012
Skills
Access Database, PowerPoint, Microsoft Word, Microsoft Excel, HTML, Financial Accounting, Customer Service, Passion for Helping..., Accounting, Teamwork, Windows, Research, Data Entry
Education
Baylor University 2013 — 2018
Davis Polk & Wardwell LLP October 2008 - March 2015
U.S. Department of Justice July 2006 - August 2006
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2006 - July 2006
PwC October 2002 - August 2005
Tabla 2001 - 2002
Skills
CPA, SEC filings, Securities Regulation, Corporate Governance, Corporate Law
Education
University of Pennsylvania Law School 2005 — 2008
Doctor of Law (J.D.)
City University of New York-Baruch College 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
FLSV Fund Administration Services May 2015 - Present
PwC July 2013 - May 2015
Pace University - Lubin School of Business September 2012 - May 2013
New York County District Attorney's Office June 2011 - April 2012
Datang Mobile April 2006 - May 2008
Skills
Advanced proficiency in..., Advanced proficiency in..., Advanced proficiency in..., Advanced proficiency in..., Proficiency in PeachTree, Proficiency in QuickBook, Beginner in SAP, Access
Education
Pace University - Lubin School of Business 2010 — 2013
MBA, Dual Major in Accounting and Financial Management, 3.97
Baruch College 2009 — 2010
Certificate, Finance and Accounting, 3.97
Beijing University of Posts and Telecommunications 2003 — 2006
MS, Signal and Information Processing
Beijing University of Posts and Telecommunications 1999 — 2003
BS, Telecommunication
PwC June 2015 - Present
The George Washington University - School of Business January 2015 - Present
Inter Insurance Agency August 2012 - December 2013
CNN February 2012 - February 2012
Nepal Investment Bank Limited November 2006 - March 2007
Skills
Financial Analysis, Python, Qt Creator, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Management, Finance, Optimization, GUI, Economics, Statistics
Education
The George Washington University - School of Business 2014 — 2016
Master's Degree, Information Systems Technology
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General
Brigham Young University 2007 — 2010
Bachelor of Business Administration (BBA), Finance, General
PwC August 2013 - Present
PwC June 2012 - August 2012
UBS June 2011 - August 2011
Meadow Brook Country Day Camp June 2010 - August 2010
Black Horse Pub and Inn December 2008 - June 2009
Mama's Grace Café January 2007 - June 2007
Skills
PowerPoint, Research, Sports, Microsoft Word, Microsoft Office, Data Analysis, Program Management, Microsoft Excel, Economics, CRM, Financial Analysis, Risk Management, Management Consulting, Financial Modeling, Management
Education
Bates College 2009 — 2013
Bachelor's degree, Economics
Bates College
BA, Economics
West Morris Mendham High School
Bazaarvoice October 2013 - Present
PwC October 2012 - October 2013
PwC September 2009 - September 2012
Skills
Financial Reporting, Internal Controls, Auditing, SEC filings, US GAAP, GAAP, Accounting, External Audit, Financial Accounting, Sarbanes-Oxley Act, Assurance, Big 4, CPA, IFRS, Financial Analysis, SEC Filings
Education
Baylor University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
PwC January 2009 - Present
Skills
Wealth Management..., Foundation 990/990-PF, Trust Taxation, Auditing
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
GoldenTree Asset Management March 2015 - Present
Siguler Guff & Company November 2013 - September 2014
PwC January 2011 - October 2013
Skills
CPA, Tax, Partnership Taxation, Consolidated Returns, Corporate Tax, Federal Tax, State Tax, Tax Research, Tax Compliance, FIN 48, US Tax, International Tax, Tax Accounting
Education
Baruch College 2011 — 2012
MS, Taxation, Magna Cum Laude
Baruch College 2006 — 2010
BBA, Accounting, Magna Cum Laude
Townsend Harris High School 2002 — 2006
Harvard Business School Women's Association January 2012 - Present
Harvard Law School March 2012 - June 2012
PwC 2008 - 2011
Skills
Microsoft Excel, Administrative..., Event Planning, Outlook, PowerPoint, Microsoft Office, Office Management, Event Management, Microsoft Word, Non-profits, Budgets, Customer Service
Education
Strayer University (DC) 2010 — 2012
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Bay State College 2001 — 2003
Associate of Arts (AA), Business Administration and Management, General
Emmanuel College
MIT
PwC January 2014 - Present
CUNY Baruch College November 2012 - October 2013
News Corporation August 2010 - January 2012
Citi Smith Barney June 2007 - June 2008
Skills
Investments, Tax, Bloomberg, Accounting, Financial Accounting, Financial Reporting, QuickBooks, Financial Analysis, GAAP, Income Tax, US GAAP, Internal Controls, Corporate Tax, Tax Preparation, Tax Accounting, Financial Statements, Bank Reconciliation, PowerPoint, Microsoft Word, Tax Research, Tax Law, CPA, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Taxation, 3.5
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.2
Outotec January 2015 - Present
Outotec August 2013 - December 2014
Outotec January 2012 - August 2013
Elcoteq 2004 - April 2012
ISIS Surface Mounting 2001 - 2004
PwC 2000 - 2001
KPMG 1997 - 2000
Skills
Financial Reporting, Cost Accounting, Analysis, Accounting, US GAAP, Management, Financial Analysis, IFRS, Auditing, Mergers & Acquisitions, Variance Analysis, Forecasting, Managerial Finance, Finance, Process Improvement, Cash Flow, SAP, Financial Accounting, Management Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 1998
MBA, Accounting
Seoul National University 1989 — 1994
BS
PwC June 2014 - Present
KPMG November 2011 - June 2014
Densebrain February 2011 - May 2011
World Technology Corporation September 2010 - January 2011
JPMorgan Chase August 2007 - June 2009
Fam Financial Consultants April 2007 - July 2007
Skills
SOC 1, SAS70, IT Audit, Testing, IT Controls, Financial Risk, Risk Management, Operations Management, Project Management, Credit Derivatives, Valuation Modeling, Strategy, Derivatives, Financial Risk..., Capital Markets, Analysis
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Finance
University of Mumbai 2004 — 2007
Bachelor of engineeing, Information Technology
EY January 2015 - Present
PwC July 2012 - December 2014
Deloitte June 2007 - June 2012
Northwestern Mutual June 2005 - December 2005
Skills
Tax, Financial Reporting, Accounting, Financial Analysis, Tax Research, Tax Accounting, Financial Accounting, Corporate Tax, SEC filings, Auditing, Internal Controls, Financial Modeling, CPA, Sarbanes-Oxley Act, GAAP, US GAAP, Strategic Financial..., Income Tax, Financial Planners, Due Diligence, Tax Advisory
Education
Baruch College, City University of New York (CUNY) 2004 — 2009
Masters in Taxation, Accounting / Taxation
PwC June 1994 - Present
PricewaterhouseCoopers 1994 - Present
Skills
Lotus Notes, Microsoft Excel, Administrative..., Spreadsheets, Outlook, Office Management, PowerPoint, Microsoft Word, Invoicing
Education
Baruch College
Business Administration, Management and Operations
Hewlett-Packard November 2014 - Present
Planned Parenthood Federation of America March 2014 - November 2014
PwC May 2012 - February 2014
Axiom Resource Management, Inc. August 2011 - May 2012
Altarum June 2011 - August 2011
Deloitte Consulting April 2010 - June 2011
Skills
Enterprise Architecture, Solution Architecture, Program Management, Healthcare Information..., Visio, HL7, Oracle, VMware, Health Information..., Federal Enterprise..., Public Health..., Serena, International Relations, Eastern Europe, Global Operations, Health Information..., IBM Rational, IBM Rational DOORS, Microsoft SQL Server, XML Schema, SQL Server Management..., C, Python, Management, Enterprise Software, Governance, SDLC, Software Documentation, EHR, Requirements Analysis, System Architecture, ClearCase, Business Process..., Analysis, Business Process..., PMP, Business Analysis, IT Strategy, Business Architecture, Integration, DoD, Testing, PMO, SharePoint, Informatics
Education
Weill Cornell Graduate School of Medical Sciences 2014 — 2015
Graduate Certificate, Health Information/Medical Records Technology/Technician
The George Washington University 2010 — 2013
Master of Public Health (MPH), Public Health
Central European University 2008 — 2009
Master of Arts (M.A.)
Bates College 2003 — 2007
Bachelor of Arts (B.A.)
Saint Petersburg State University 2005 — 2005
Royal Bank of Canada Capital Markets November 2010 - Present
PwC September 2008 - November 2010
PricewaterhouseCoopers 2008 - 2010
Morgan Stanley May 2005 - August 2008
Morgan Stanley 2005 - 2008
Cingular Wireless September 1999 - May 2005
AT&T Wireless 2001 - 2005
New Life radio 2001 - 2003
Skills
Strategic Sourcing, Vendor Management, Financial Analysis, Outsourcing, Contract Negotiation, Business Process..., Pricing, Risk Management, Strategic Consulting, Project Management, Leadership, BPO, ITO, SDLC, Strategy, Business Process, Sourcing, Management, Program Management
Education
Harvard Business School 2001 — 2001
Executive Education, Client Chain Services
Baruch College, City University of New York (CUNY) 1994 — 1997
BA, Accounting, Finance
Russian State University 1987 — 1993
Masters, Economics, Management
AmberLeaf April 2015 - Present
Hashmi Consulting Services January 2015 - April 2015
PwC April 2012 - 2014
360 CRM Solutions aka Hashmi Consulting Services January 2007 - April 2012
360crmsolutions.com January 2007 - April 2012
MidSouth Bank 2007 - 2008
Perficient November 2005 - December 2006
Amegy Bank September 2003 - February 2005
Accenture August 2000 - April 2003
HCCH May 1999 - August 2000
Skills
CRM, Business Intelligence, Strategy, Program Management, Business Process, Management, Business Analysis, Consulting, Integration, Strategic Planning, Project Management, Training, Sales Process, ERP, Leadership, Analysis, Software Project..., Team Building, Management Consulting, Business Strategy, IT Strategy, Enterprise Software, Budgets, Siebel, Business Process..., Enterprise Architecture, Analytics, Insurance, Call Center, Forecasting, Outsourcing, Integrated Marketing, Marketing, Mergers & Acquisitions, SaaS, Product Management, Vendor Management, Process Improvement, Business Process..., Business Transformation, Executive Management, Online Marketing, Start-ups, Consultancy, Professional Services, Business Development, Risk Management, Finance, Project Portfolio..., Product Development
Education
Houston Baptist University 1996 — 1998
MBA
Baylor University 1983 — 1986
BBA, Management, Finance
London Business School 1985 — 1985
Summer
St Paul's
PwC August 2015 - Present
Duff & Phelps, LLC February 2006 - June 2015
CTC-Moscow June 1996 - December 2004
Skills
Matlab, Financial Modeling, Monte Carlo Simulation, CDO, VBA, Valuation, Derivatives, Financial Analysis, Equity Derivatives, Interest Rate..., Exotic Derivatives, Asset Pricing, Credit Derivatives, Hybrids, Excel, Stochastic Calculus, Convertible Bonds, Quantitative Finance, Statistics, Business Valuation, NetBeans, Financial Engineering, Financial Structuring, Microsoft Excel, Corporate Finance, Options
Education
CQF Institute 2009 — 2010
CQF
University of California, Berkeley, Haas School of Business 2008 — 2008
Certificate
Thunderbird School of Global Management 2004 — 2005
MBA
Bauman Moscow State Technical University 1992 — 1998
MS
Stanley Black & Decker , Inc. June 2013 - Present
Hubbell, Inc. 2012 - June 2013
PwC 2011 - 2012
PricewaterhouseCoopers 2009 - 2011
Boston University School of Law August 2008 - May 2009
Town of Ridgefield, CT June 2005 - August 2005
Scribner, Hall, and Thompson June 2002 - August 2002
Skills
International Tax, Tax Law, Restructuring, Tax, Legal Research
Education
Boston University School of Law 2008 — 2009
LLM, Tax
Suffolk University Law School 2005 — 2008
Bates College 2001 — 2005
BA, Political Science
Ridgefield High School
PwC
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
PwC September 2010 - Present
PricewaterhouseCoopers LLP 1998 - 2006
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, External Audit, SAS70, Assurance, COSO, Internal Audit, IT Audit
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
PwC July 2013 - Present
PwC 1999 - June 2013
Skills
IT Audit, Sarbanes-Oxley Act, Business Process, Auditing, Management Consulting, US GAAP, Internal Controls, Leadership, Governance, Program Management, CISA
Education
Baylor University 1994 — 1999
AIG May 2005 - December 2014
PwC April 1995 - April 2005
Skills
Payroll, Tax, Employee Benefits, International Tax, Expatriate Management, SAP, Workers Compensation, Accounting, Reinsurance, PeopleSoft, Employment Practices..., Talent Management, Finance, Big 4, Global Mobility, HR Policies, TPA, Mergers, Benchmarking, Insurance, Tax Accounting, Deferred Compensation, Auditing, Tax Advisory, Performance Management, Income Tax, Claim Investigation, Vendor Management, Pensions, Claims Management, Succession Planning, Excess, Health Insurance, Claims Resolution, Stakeholder Management, Underwriting, Onboarding, Tax Preparation, Executive Pay, Forecasting, HR Consulting, COBRA, Expatriate Tax, HRIS, Organizational Design, Process Improvement, Change Management, Budgets, General Insurance, Claim
Education
Bernard M. Baruch College
Bachelor's degree, Business Administration and Management, General
City University of New York-Baruch College
Human Resources Management/Personnel Administration, General
PwC
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Citi July 2015 - Present
Credit Suisse August 2005 - July 2015
PwC June 1999 - May 2003
Skills
Capital Markets, Investment Banking, Certified Public..., Series 7, Investments, Financial Structuring, Financial Reporting, Financial Modeling, Financial Accounting, Valuation, Corporate Finance, Financial Analysis, Private Equity, Due Diligence, Mergers & Acquisitions, Strategy, Banking, Consumer Products, Retail, Leveraged Finance, Equity Valuation, Finance, M&A experience, Fixed Income, Alternative Investments, Bloomberg
Education
Washington University in St. Louis 2003 — 2005
Master of Business Administration (MBA), Finance, General
Bates College 1995 — 1999
Bachelor of Arts (B.A.), Political Science, Economics, French
PwC July 2014 - Present
IBM June 2013 - August 2013
Ora, Inc. June 2008 - May 2012
ORA Clinical Research & Development September 2007 - June 2008
ORA Clinical Research & Development July 2006 - September 2007
Skills
Clinical Trials, CRO, Clinical Development, Pharmaceutical Industry, GCP, Biotechnology, Clinical Research, ICH-GCP, Sop, FDA, Protocol, Regulatory Submissions, Ophthalmology, Clinical Operations, Management Consulting, Clinical Monitoring, Medical Devices, Consulting, Healthcare Consulting, Drug Development, Lifesciences, Medical Writing, Strategy, Pharmacovigilance, Infectious Diseases, Life Sciences
Education
Goizueta Business School, Emory University 2012 — 2014
Master of Business Administration (MBA)
Bates College 2002 — 2006
BS, Biology, History
PwC January 2015 - Present
Andersen Tax LLC July 2011 - December 2014
Grant Thornton LLP June 2010 - May 2011
Baruch College 2009 - 2010
Regeneron Pharmaceuticals, Inc. 2008 - 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MS, Accounting
New York University 2009 — 2009
Courses in accounting
Columbia University College of Physicians and Surgeons
Postdoc, Genetics
Indiana University School of Medicine
PhD, Microbiology and Immunology
New York University
BA, Biology and Classics
Omnicom Group January 2013 - Present
PwC November 2012 - December 2012
Barclays Capital February 2010 - October 2012
AIG September 2007 - January 2010
PricewaterhouseCoopers September 1999 - August 2007
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Accounting
Rutgers University-New Brunswick 1991 — 1996
BS, Mechanical Engineering
Rodan + Fields Dermatologists 2013 - Present
Delta Optical Instruments, Inc. 2008 - Present
Tablesetters 2008 - Present
HIT Entertainment January 2003 - January 2007
PwC 2001 - 2002
Skills
CPA, QuickBooks
Education
Southern Methodist University - Cox School of Business 1996 — 2001
BBA, MSA, Accounting
Baylor University 1996 — 1997
PwC 2008 - Present
Eisner LLP June 1998 - December 2007
Skills
Tax Research, Assurance, Auditing, CPA, Due Diligence, Hedge Funds, International Tax, Internal Controls, US GAAP, Corporate Tax, Income Tax, Private Equity, Accounting, Microsoft Excel, Partnership Taxation, Tax, SEC filings, Fund Of Funds, Tax Advisory, Tax Accounting, External Audit, Financial Reporting, Big 4, Tax Preparation, Financial Services, Asset Management, IFRS
Education
Baruch College, City University of New York (CUNY)
Zeiger & Associates December 2014 - Present
PwC July 2010 - November 2014
PwC July 2006 - July 2010
Skills
Partnership Taxation
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Accounting
FedEx Office 2005 - Present
FedEx Office 2006 - 2010
Animato 1999 - 2003
Ernst & Young 1998 - 1999
PwC 1996 - 1998
Skills
Career Development, Change Management, Conflict Resolution, Employee Engagement, Cross-functional Team..., Employee Training, Employee Relations, HRIS, Executive Coaching, Human Resources, Instructional Design, Leadership, Leadership Development, Management, Onboarding, Operations Management, Organizational..., Performance Management, Personnel Management, Process Improvement, Program Management, Project Management, Recruiting, Sales Operations, Strategic Planning, Strategy, Succession Planning, Talent Management, Talent Acquisition, Team Building, Team Leadership, Training, Training Delivery
Education
Baylor University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Statistics, IT and HR
St. Louis University
Master of Business Administration (M.B.A.), Business Statistics
Frisco RoughRiders September 2006 - Present
PwC 2005 - September 2006
KPMG January 2004 - December 2004
Skills
Inventory Management, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Budgets, Account Management
Education
Baylor University 1999 — 2003
BBA, MAcc, Accounting
Bank of Montreal Capital Market Corp September 2007 - Present
Citi 2005 - 2007
BNY Mellon 2004 - 2005
Barclays 2001 - 2004
PwC 1997 - 2000
Dreyfus 1995 - 1997
Skills
Banking, Finance, Accounting, Auditing, Account Reconciliation, General Ledger, Variance Analysis, Financial Statements, Portfolio Management, GAAP, Valuation, Bank Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
Bachelor's Degree, Accounting
PwC September 2012 - Present
Boston Private Bank & Trust Company August 2005 - May 2011
Skills
Portfolio Management
Education
Northeastern University 2011 — 2012
Master of Accounting/MBA
Bates College 2000 — 2004
BA, Economics
Phillips Exeter Academy 1999 — 2000
Winchester High School 1995 — 1999
JPMorgan Chase July 2012 - Present
Credit Suisse June 2011 - August 2012
Morgan Stanley August 2008 - September 2011
PWC February 2003 - July 2008
American Express TBS Consulting September 1999 - February 2002
Yohalem Gillman & Co., LLP October 1997 - July 1999
Resnick & Co October 1994 - October 1997
Skills
Management, SDLC, Process Improvement, Risk Management, Business Process..., Leadership, Business Analysis, Business Process, Project Management, PMO
Education
Baruch College- Zickland School of Business
Degree: Master, Business Administration
Accounting
Touro College
Degree: Bachelor of Science, Accounting
Baruch College, City University of New York (CUNY)
MBA, Management, Accounting
Austin Turf and Tractor October 2011 - Present
Pinnacle Frames 1999 - 2011
PwC August 1987 - December 1999
Skills
Forecasting, Financial Reporting, Cost Accounting, Budgets, Pricing, Cross-functional Team..., Strategic Planning, Pricing Strategy, JD Edwards, Management, SEC filings
Education
Baylor University
BBA, Accounting and Information Systems
PwC SeniorDeloitteJuly 2004 - April 2008
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BA, Accounting
PwC September 2006 - Present
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Accounting
Dr. Pepper Bottling Co December 2011 - November 2012
Arch Insurance Group Inc August 2009 - August 2011
Various Financial Services October 2007 - July 2009
AIG October 2006 - October 2007
PwC September 1999 - October 2006
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Financial Reporting, US GAAP, Financial Risk, IFRS, Accounting, External Audit, Risk Assessment, Due Diligence, Sarbanes-Oxley, Finance, Fraud, Mergers, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
BACHELOR of Business Administration (BBA)
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Accounting, Finance
EGS Consulting 2004 - Present
Deloitte 2001 - 2004
PwC 1999 - 2001
Education
Baylor University 1989 — 1992
BBA, Accounting
PwC July 2014 - Present
PwC June 2013 - July 2014
PwC April 2011 - May 2013
PricewaterhouseCoopers September 2007 - March 2011
Morgan Stanley December 2004 - June 2006
Skills
US GAAP, Financial Analysis, Financial Modeling, Internal Controls, Accounting, Financial Reporting, Due Diligence, Financial Accounting
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting
PwC September 2010 - Present
LPL Financial Services June 2008 - August 2010
Federated Department Stores August 2006 - December 2007
Skills
Accounting, Tax Accounting, Analysis, Tax Preparation, Income Tax, US GAAP, General Ledger, Financial Reporting, Investments, IFRS, Tax, Internal Controls, Budgets, Finance, Financial Analysis, Forecasting, Financial Accounting, GAAP, Auditing, Corporate Tax, Account Reconciliation, QuickBooks, Equities, Corporate Finance
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
MS, Accounting
Baruch College, City University of New York (CUNY) 2001 — 2004
MS & MBA, Finance & Investment
Gemini Fund Services June 2015 - Present
SS&C GlobeOp February 2014 - May 2015
Reliance Hub LLC January 2013 - February 2014
Citigroup June 2007 - December 2012
McGladrey December 2006 - June 2007
PwC October 2005 - September 2006
American Express August 2004 - October 2005
Exis Capital March 2004 - August 2004
HSBC September 2002 - January 2004
Arrow Electronics July 2001 - September 2002
Skills
Financial Accounting, Hedge Funds, Relationship Management, Financial Audits, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds, Financial Analysis, Investment Management, CRM, Investments, Bloomberg, Equities, Fixed Income, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
StarCrest Realty May 2004 - Present
ExecuTrain 1994 - 1996
PwC 1990 - 1996
Education
Baylor University 1985 — 1989
BBA, Marketing/Management
Private Sector January 2014 - Present
PwC November 2010 - January 2014
McGladrey & Pullen September 2006 - April 2011
US Trust February 2006 - April 2007
Skills
Private Equity, Hedge Funds, Fund Accounting, Valuation, Auditing, Accounting, Alternative Investments, Fixed Income, Asset Management, Fund Of Funds, Financial Statements, US GAAP, Assurance, Financial Audits, Financial Services
Education
City University of New York-Baruch College 2002 — 2006
BBA, Accounting
Hines January 2013 - Present
Hines December 2007 - December 2012
PwC August 2006 - November 2007
Skills
GAAP, Accounting, Financial Analysis, Financial Modeling, Valuation, Investments, Microsoft Excel, Portfolio Management, Financial Reporting, General Ledger, Banking, Variance Analysis, Strategic Planning, US GAAP, Fixed Assets, Accruals, Financial Accounting
Education
Baylor University 2001 — 2006
BBA, Accounting & Finance
PwC September 2011 - Present
Ascendum Solutions January 2011 - September 2011
SunGard Consulting Services July 2006 - January 2011
Skills
Dodd-Frank, Commodity Risk..., Trading Systems, TriplePoint, Allegro, CTRM, ETRM, Swaps, Options, Futures, FX trading, Utility Regulation, Oil & Gas Industry, Energy Markets, Optimization, Solarc Right Angle, Energy Regulation, Trade Compliance, Regulatory Analysis, Software Implementation, Software Quality..., User Acceptance Testing, System Testing, Technical Documentation, Software Documentation, Technical Training, Business Requirements, Process Improvement
Education
Baylor University 2002 — 2006
Bachelor of Business Administration (BBA), Management Information Systems and Services
Baylor University - Hankamer School of Business 2002 — 2006
Management Information Systems, Business, Information Technology
PwC July 2014 - Present
PwC July 2010 - June 2014
PwC July 2007 - June 2010
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Assurance, US GAAP, Financial Reporting, Internal Audit, Accounting, Financial Accounting, GAAP, Financial Analysis, Big 4, SEC filings, Sarbanes-Oxley, Enterprise Risk...
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accounting, Internal Audit
J Madison High School 1999 — 2003
PwC September 2015 - Present
Westfield Capital Management January 2015 - August 2015
Westfield Capital Management May 2012 - December 2014
Westfield Capital Management April 2011 - May 2012
State Street June 2009 - August 2009
Skills
Equities, Bloomberg, Investments, Hedge Funds, Mutual Funds, Portfolio Management, PowerPoint, Asset Allocation, Trading Systems, Model Portfolios, Equity Trading, Middle Office, Financial Services
Education
Boston College 2007 — 2010
Bachelor of Science, Finance
Bates College 2006 — 2007
Economics
Milton Academy 2002 — 2006
Yodle January 2015 - Present
PwC July 2013 - December 2014
PwC November 2012 - June 2013
Holtz Rubenstein Reminick LLP July 2010 - October 2012
Baker Tilly (formerly Holtz Rubenstein Reminick LLP) October 2008 - June 2010
SMBC-CM September 2006 - May 2008
Skills
SEC filings, CPA, Accounting, Auditing, US GAAP, GAAP, Financial Analysis, Financial Statements, Assurance, Team Mentoring, Financial Accounting, Internal Controls, Financial Reporting
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Accounting
PwC September 2015 - Present
KPMG March 2015 - September 2015
Catapult Consultants April 2014 - March 2015
NACCHO March 2013 - April 2014
Education
Plano West Senior High School
Plano West
Plano West
Saint Louis University
MPH, Health Policy
Baylor University
BS, Biology
Protiviti March 2014 - Present
PwC May 1997 - September 2013
Gettry Marcus Stern & Lehrer, CPA, P.C. January 1991 - September 1995
Skills
Anti-corruption, Corporate Fraud..., Forensic Accounting, Internal Audit, Accounting, Due Diligence, Certified Fraud Examiner, Fraud, Auditing, Risk Management, FCPA, Internal Controls, CPA, Financial Audits
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
BA, Accounting
PwC September 2011 - Present
Bilcoxie 2009 - 2011
Education
Bates College 2008 — 2012
Dexia Credit Local, NY August 2012 - Present
PwC July 2005 - August 2012
CIBC World Markets March 2003 - August 2004
Banco Santander, NY Branch April 1994 - February 2003
Skills
Risk Management, AML, Financial Institutions, Financial Services, Internal Controls, Due Diligence, Big 4, Management Consulting, Financial Risk, Financial Reporting, Financial Modeling, Accounting, Banking, Investments, Management, Anti Money Laundering, Capital Markets, Strategy
Education
Bates College
BA, Economics
Geroge Washington University, Washington, D.C.
Graduate Studies, Finance and Investments
PwC June 2005 - August 2005
New York Life Insurance Company June 2004 - September 2004
Skills
Accounting, Account Reconciliation, Financial Reporting, Internal Controls, Auditing, Financial Accounting, Tax, Corporate Tax, FATCA, Due Diligence, Tax Operations, Global Information..., US GAAP, Tax Accounting, SEC filings, Income Tax, GAAP
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting
Macaulay Honors College
Townsend Harris High School
AIG July 2013 - Present
PwC July 2010 - June 2013
PwC February 2006 - June 2010
Deloitte Tax LLP October 2003 - January 2006
Education
City University of New York-Baruch College 2007 — 2010
Master of Science (MS), Taxation
City University of New York-Baruch College 2002 — 2003
Master of Science (MS), Accountancy
City University of New York-Baruch College 2000 — 2001
Master of Science (MS), Computer Information System
WILLIAM DANA MBA CPA 1978 - Present
Ernst & Young 1975 - 1979
Suffolk County Community College 1975 - 1977
DOWLING UNIVERSITY 1972 - 1974
Deloitte 1972 - 1974
PwC 1971 - 1972
THE SINGER COMPANIES (Formerly Singer Sewing Machines) 1968 - 1971
FRANKEL HOFFMAN & COMPANY CPA'S 1966 - 1968
Chase Manhattan Bank 1963 - 1965
Skills
Tax, Audit, Accounting, Income Tax, Auditing
Education
City University of New York-Baruch College 1970 — 1978
MBA
CITY COLLEGE OF NEW YORK; BARUCH SCHOOL OF BUSINESS ADMN 1963 — 1969
BBA; PUBLIC ACCOUNTING
NEW YORK STATE SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
CERTIFICATE CONTINUING PROFESSIONAL EDUCATION
Carrizo Oil & Gas, Inc. June 2014 - Present
Alex Dixon, P.C. January 2013 - Present
PwC June 2011 - December 2012
PwC January 2008 - June 2011
PwC February 2007 - May 2007
Skills
Financial Reporting, CPA, Big 4, Tax Research, Financial Accounting, Certified Public..., GoSystems, US GAAP, Partnership Taxation, Corporate Tax, Consulting, Enertia, WellView
Education
Baylor University 2003 — 2007
BBA, Accounting
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Accounting
National Audubon Society March 2015 - August 2015
National Audubon Society May 2013 - March 2015
Carnegie Hall June 2012 - May 2013
Carnegie Hall May 2006 - June 2012
NBCUniversal, Inc. June 2005 - April 2006
PwC August 2001 - June 2005
SCORE! Educational Centers October 1997 - July 1999
Skills
Nonprofits, Accounting, Budgets, Auditing, Internal Controls, Project Management, Financial Modeling, Analysis, Financial Reporting, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA), Accounting
Bates College 1989 — 1993
Bachelor of Arts (BA), Psychology
University College London, U. of London 1991 — 1992
FXCM August 2010 - Present
KKR March 2007 - July 2010
Citi July 2004 - April 2007
PwC April 2000 - July 2004
KPMG US September 1993 - April 2000
Skills
Financial Analysis, Derivatives, Financial Reporting, Capital Markets, Financial Accounting, Due Diligence, Sarbanes-Oxley Act, Auditing, Financial Modeling, Internal Controls, SEC filings, Accounting, Financial Services, Finance, Private Equity, US GAAP, Valuation, Internal Audit, Financial Statements, Account Reconciliation, Risk Management, Financial Risk, Treasury, Banking, Enterprise Risk...
Education
Baruch College 1988 — 1991
Bachelor of Business Administration (BBA), Accounting
Encompass Home Health September 2012 - Present
Encompass Home Health September 2010 - August 2012
PwC January 2008 - August 2010
Skills
Variance Analysis, Financial Reporting, Accounts Payable, Accpac, Account Reconciliation, Accounts Receivable, Accounting, Financial Accounting, Payroll, Financial Analysis, ADP Payroll, Medicare, Forecasting, Budgets
Education
Baylor University 2003 — 2007
Bachelor's degree, Accounting
Baylor University - Hankamer School of Business 2003 — 2007
Master of Accounting, Accounting
State Street 2009 - 2011
McGladrey June 2008 - May 2009
PwC January 2007 - May 2008
Rosen Seymour Shapss Martin & Company LLP January 2006 - May 2006
Skills
Accounting, Hedge Funds, Hedge Accounting, Tax Accounting, Fast Tax, ProSystem fx Tax, GoSystems, MasterTax, CCH Research, Tax, Research, Microsoft Office, Microsoft Excel, Outlook, Access, Restaurants
Education
Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
BDO USA, LLP January 2015 - Present
SS&G October 2013 - December 2014
PwC July 2007 - September 2013
Skills
Corporate Tax, Tax Returns, Tax Accounting, Tax Preparation, State Tax, US GAAP, Partnership Taxation, GAAP
Education
Bucknell University 2003 — 2007
BSBA, Accounting
Baruch College 2007 — 2010
Master's degree, Taxation
RealManage February 2007 - Present
First United Methodist Church Garland January 2006 - February 2007
Executive Agent Group (Gentry Group) 2001 - 2005
Smith Family 1997 - 2001
Avnet Embedded EMEA 1993 - 1997
Super Club Video Corporation 1990 - 1993
National Realty Advisors 1989 - 1990
PwC 1986 - 1986
Education
Baylor University 1982 — 1985
Bachelor's Degree, Accounting
Deloitte June 2015 - August 2015
PwC January 2015 - March 2015
Cowen Group, Inc. January 2014 - January 2015
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Accounting
PwC Securitization - Structured Finance ManagerPwC$
Education
Baruch College, City University of New York (CUNY)
PwC July 2011 - Present
PricewaterhouseCoopers LLP July 2004 - Present
Skills
Tax Accounting, Tax, CPA
Education
Baylor University 2003 — 2004
Master of Accounting, Accounting and Taxation
Baylor University 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
PwC December 2014 - Present
PwC October 2010 - November 2014
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Accounting