Rankin McKenzie, LLC
Description
Address: 1000 Centregreen Way, Cary, NC 27513 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (919) 380-1793Website: : : Place name: Category: : : : : Website: http://www.rankinmckenzie.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Rankin McKenzie LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Rankin McKenzie, LLC Employees
Employee
Years
Job
Industry
Nicholas Leb Nicholas Leb's Rankin McKenzie, LLC Experience 2011 - May 2013
Job Vice President, Chief Financial Officer at Analytics For Life Inc.
Industry Pharmaceuticals
Experience
Analytics For Life Inc. May 2015 - Present
Medtronic/Covidien/Sapheon May 2013 - Present
Rankin McKenzie, LLC 2011 - May 2013
KBI Biopharma, Inc. November 2007 - November 2010
Accentia Biopharmaceuticals, Inc. / TEAMM Pharmaceuticals, Inc. August 2000 - October 2006
3TEX, Inc April 1999 - August 2000
SkyePharma PLC / Brightstone Pharma, Inc. 1996 - 1999
Global Surgical Corporation 1994 - 1996
KV Pharmaceuticals, Inc. 1988 - 1994
Gelco Corporation 1984 - 1988
Skills
Risk Management, Strategic Planning, Private Equity, Corporate Tax, P&L Management, SEC filings, Negotiation, Mergers, Start-ups, Financial Reporting, Mergers & Acquisitions, Business Planning, Financial Analysis, Forecasting, Financial Modeling, Business Development, Due Diligence, Budgets, Leadership, Accounting, Corporate Finance, Strategy, Finance, Venture Capital, GAAP, Auditing, Managerial Finance, Revenue Recognition, Divestitures, IPO, Financial Audits, Internal Controls, US GAAP, Investor Relations, Acquisition Integration, Tax, Sarbanes-Oxley Act, Portfolio Management, Executive Management, Analysis, Management, CPA, Restructuring, Strategic Financial..., Consolidation, Cash Management
Education
University of Missouri-Columbia
Bachelor of Science Business Administration, Management Science, Accounting
University of Missouri-Saint Louis
Post Graduate Accounting Program
Analytics For Life Inc. May 2015 - Present
Medtronic/Covidien/Sapheon May 2013 - Present
Rankin McKenzie, LLC 2011 - May 2013
KBI Biopharma, Inc. November 2007 - November 2010
Accentia Biopharmaceuticals, Inc. / TEAMM Pharmaceuticals, Inc. August 2000 - October 2006
3TEX, Inc April 1999 - August 2000
SkyePharma PLC / Brightstone Pharma, Inc. 1996 - 1999
Global Surgical Corporation 1994 - 1996
KV Pharmaceuticals, Inc. 1988 - 1994
Gelco Corporation 1984 - 1988
Skills
Risk Management, Strategic Planning, Private Equity, Corporate Tax, P&L Management, SEC filings, Negotiation, Mergers, Start-ups, Financial Reporting, Mergers & Acquisitions, Business Planning, Financial Analysis, Forecasting, Financial Modeling, Business Development, Due Diligence, Budgets, Leadership, Accounting, Corporate Finance, Strategy, Finance, Venture Capital, GAAP, Auditing, Managerial Finance, Revenue Recognition, Divestitures, IPO, Financial Audits, Internal Controls, US GAAP, Investor Relations, Acquisition Integration, Tax, Sarbanes-Oxley Act, Portfolio Management, Executive Management, Analysis, Management, CPA, Restructuring, Strategic Financial..., Consolidation, Cash Management
Education
University of Missouri-Columbia
Bachelor of Science Business Administration, Management Science, Accounting
University of Missouri-Saint Louis
Post Graduate Accounting Program
Nikki Heron Nikki Heron's Rankin McKenzie, LLC Experience 2007 - 2008
Job Owner & CFO Consultant at Together Consulting LLC
Industry Computer Software
Experience
Together Consulting LLC December 2012 - Present
rPath October 2011 - November 2012
rPath April 2011 - October 2011
rPath March 2007 - April 2011
Rankin McKenzie, LLC 2007 - 2008
ChannelAdvisor February 2005 - May 2006
VIA NETWORKS, INC September 1999 - March 2003
PRICEWATERHOUSECOOPERS LLP September 1997 - September 1999
Skills
Accounting, Budgeting, Internal Controls, Auditing, Accounts Payable, Accounts Receivable, Executive Management, GAAP, Financial Reporting, Cash Flow, Revenue Recognition, Financial Analysis, Consolidation, Start-ups, Forecasting, General Ledger, Budgets, SEC filings, US GAAP, Strategic Financial..., Financial Modeling, CRM, Process Improvement, Finance, Mergers & Acquisitions, Cash Management, Salesforce.com, CPA, Sarbanes-Oxley Act, Management, Leadership, Strategy, Due Diligence, Human Resources, Managerial Finance, Acquisition Integration, Sarbanes-Oxley, SaaS, QuickBooks, Corporate Development, ERP, NetSuite, Sales Operations
Education
James Madison University 1993 — 1997
B.A, Accounting
Together Consulting LLC December 2012 - Present
rPath October 2011 - November 2012
rPath April 2011 - October 2011
rPath March 2007 - April 2011
Rankin McKenzie, LLC 2007 - 2008
ChannelAdvisor February 2005 - May 2006
VIA NETWORKS, INC September 1999 - March 2003
PRICEWATERHOUSECOOPERS LLP September 1997 - September 1999
Skills
Accounting, Budgeting, Internal Controls, Auditing, Accounts Payable, Accounts Receivable, Executive Management, GAAP, Financial Reporting, Cash Flow, Revenue Recognition, Financial Analysis, Consolidation, Start-ups, Forecasting, General Ledger, Budgets, SEC filings, US GAAP, Strategic Financial..., Financial Modeling, CRM, Process Improvement, Finance, Mergers & Acquisitions, Cash Management, Salesforce.com, CPA, Sarbanes-Oxley Act, Management, Leadership, Strategy, Due Diligence, Human Resources, Managerial Finance, Acquisition Integration, Sarbanes-Oxley, SaaS, QuickBooks, Corporate Development, ERP, NetSuite, Sales Operations
Education
James Madison University 1993 — 1997
B.A, Accounting
Richard McGivney Richard McGivney's Rankin McKenzie, LLC Experience 2015 - Present
Job Partner at Rankin McKenzie, LLC
Industry Accounting
Experience
Rankin McKenzie, LLC 2015 - Present
IEM 2014 - Present
Lovelace Respiratory Research Institute 2007 - 2013
RTI International 1992 - 2007
Nelson & Company, P.A, 1985 - 1992
Deloitte Haskins and Sells 1982 - 1985
Skills
Government Contracting..., Corporate Accounting..., Financial Statement..., Accounting, Budgets, Managerial Finance, Analysis, Auditing, Strategic Planning, Accounts Receivable, Revenue Recognition, Process Improvement, Internal Controls, Financial Reporting, Cost Accounting, Sarbanes-Oxley Act, Mergers, Mergers & Acquisitions, Leadership, Finance
Education
Appalachian State University 1980 — 1982
MS, Accounting
Appalachian State University 1977 — 1980
Bachelor's Degree, Education
Rankin McKenzie, LLC 2015 - Present
IEM 2014 - Present
Lovelace Respiratory Research Institute 2007 - 2013
RTI International 1992 - 2007
Nelson & Company, P.A, 1985 - 1992
Deloitte Haskins and Sells 1982 - 1985
Skills
Government Contracting..., Corporate Accounting..., Financial Statement..., Accounting, Budgets, Managerial Finance, Analysis, Auditing, Strategic Planning, Accounts Receivable, Revenue Recognition, Process Improvement, Internal Controls, Financial Reporting, Cost Accounting, Sarbanes-Oxley Act, Mergers, Mergers & Acquisitions, Leadership, Finance
Education
Appalachian State University 1980 — 1982
MS, Accounting
Appalachian State University 1977 — 1980
Bachelor's Degree, Education
Sara Shelp Sara Shelp's Rankin McKenzie, LLC Experience June 2014 - Present
Job Rankin McKenzie Controller | CFO | Consulting
Industry Accounting
Experience
Rankin McKenzie, LLC June 2014 - Present
Sara R. Shelp June 2013 - June 2014
Baxter Healthcare April 2012 - May 2013
Baxa July 2009 - March 2012
Baxa January 2007 - June 2009
Anton Collins Mitchell LLP (merged McCutcheon & Company) January 2006 - December 2006
McCutcheon & Company August 2004 - January 2006
Sara R. Shelp, CPA July 2003 - August 2004
Bradley Consulting Group July 2000 - July 2003
Plante Moran June 1996 - June 2000
Skills
Financial Reporting, Accounting, Budgeting, Compliance, GAAP, Mergers & Acquisitions, Cross-functional Team..., Budgets, Sarbanes-Oxley Act, Forecasting, Management, Sales, Leadership, Auditing, Strategy, Accounts Receivable, Finance, Human Resources, Strategic Planning, US GAAP, Financial Analysis, Tax, Variance Analysis, Internal Controls, SEC filings
Education
Michigan State University 1990 — 1995
BA, Accounting
Rankin McKenzie, LLC June 2014 - Present
Sara R. Shelp June 2013 - June 2014
Baxter Healthcare April 2012 - May 2013
Baxa July 2009 - March 2012
Baxa January 2007 - June 2009
Anton Collins Mitchell LLP (merged McCutcheon & Company) January 2006 - December 2006
McCutcheon & Company August 2004 - January 2006
Sara R. Shelp, CPA July 2003 - August 2004
Bradley Consulting Group July 2000 - July 2003
Plante Moran June 1996 - June 2000
Skills
Financial Reporting, Accounting, Budgeting, Compliance, GAAP, Mergers & Acquisitions, Cross-functional Team..., Budgets, Sarbanes-Oxley Act, Forecasting, Management, Sales, Leadership, Auditing, Strategy, Accounts Receivable, Finance, Human Resources, Strategic Planning, US GAAP, Financial Analysis, Tax, Variance Analysis, Internal Controls, SEC filings
Education
Michigan State University 1990 — 1995
BA, Accounting
Kristen Steffen Kristen Steffen's Rankin McKenzie, LLC Experience July 2008 - Present
Job Partner at Rankin McKenzie, LLC
Industry Accounting
Experience
Rankin McKenzie, LLC July 2008 - Present
Kristen M. Steffen, CPA August 1999 - Present
Skills
Divorce, Budgets, Tax, Accounting, Finance, Management, Small Business, Financial Accounting, Analysis, Auditing, Financial Analysis, GAAP, Internal Controls, QuickBooks, Financial Reporting, CPA
Education
University of North Carolina at Chapel Hill 1987 — 1991
B.S., Politicial Science
University of North Carolina at Wilmington 1995 — 1996
M.S., Accountancy
Rankin McKenzie, LLC July 2008 - Present
Kristen M. Steffen, CPA August 1999 - Present
Skills
Divorce, Budgets, Tax, Accounting, Finance, Management, Small Business, Financial Accounting, Analysis, Auditing, Financial Analysis, GAAP, Internal Controls, QuickBooks, Financial Reporting, CPA
Education
University of North Carolina at Chapel Hill 1987 — 1991
B.S., Politicial Science
University of North Carolina at Wilmington 1995 — 1996
M.S., Accountancy
Charron Kim Robinson Charron Kim Robinson's Rankin McKenzie, LLC Experience December 2014 - Present
Job Controller Rankin McKenzie Partner
Industry Aviation & Aerospace
Experience
Rankin McKenzie, LLC December 2014 - Present
Rankin McKenzie, LLC May 2013 - Present
Rankin McKenzie, LLC 2015 - 2015
Rankin McKenzie, LLC 2015 - 2015
Rankin McKenzie, LLC December 2013 - October 2014
Rankin McKenzie, LLC October 2012 - November 2013
New Phoenix Aerospace 2008 - 2012
Crocodile Creek 2006 - 2007
Kudos Information Inc. 2004 - 2005
RSM McGladrey 2002 - 2004
Skills
Internal Controls, Inventory Accounting, Auditing, Financial Analysis, Budgets, Process Improvement, Business Planning, Forecasting, Finance, Financial Reporting, Financial Accounting, Management, Accounting, Leadership, Strategic Planning, Mergers & Acquisitions
Education
Concordia University
Bachelor of Commerce, Accountancy
John Abbott College
Diploma Collegiate, Accountancy
Rankin McKenzie, LLC December 2014 - Present
Rankin McKenzie, LLC May 2013 - Present
Rankin McKenzie, LLC 2015 - 2015
Rankin McKenzie, LLC 2015 - 2015
Rankin McKenzie, LLC December 2013 - October 2014
Rankin McKenzie, LLC October 2012 - November 2013
New Phoenix Aerospace 2008 - 2012
Crocodile Creek 2006 - 2007
Kudos Information Inc. 2004 - 2005
RSM McGladrey 2002 - 2004
Skills
Internal Controls, Inventory Accounting, Auditing, Financial Analysis, Budgets, Process Improvement, Business Planning, Forecasting, Finance, Financial Reporting, Financial Accounting, Management, Accounting, Leadership, Strategic Planning, Mergers & Acquisitions
Education
Concordia University
Bachelor of Commerce, Accountancy
John Abbott College
Diploma Collegiate, Accountancy
Lawson Rankin Lawson Rankin's Rankin McKenzie, LLC Experience March 2002 - Present
Job Partner with Rankin McKenzie, LLC
Industry Management Consulting
Experience
Southlight, Inc. April 2006 - Present
Rankin McKenzie, LLC March 2002 - Present
Rankin McKenzie, LLC March 2002 - Present
NC IDEA October 2007 - June 2014
Riemser Inc. December 2010 - May 2013
Polyglot Systems 2000 - September 2010
Lumberg, Inc. 2004 - 2006
Tatum LLC 1996 - 1999
Skills
Start-ups, Management Consulting, Strategy, Management, Business Development, Executive Management, Program Management, Finance, Mergers & Acquisitions, Leadership, Entrepreneurship, Venture Capital, Business Strategy, Product Development, Managerial Finance, Mergers, Clinical Research, Strategic Planning, Private Equity, Strategic Financial..., Business Planning, Corporate Governance, Accounting, Personnel Management, Executive Search, Marketing, Project Management, Financial Reporting, Nonprofits, Human Resources, Healthcare
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA
University of North Carolina at Chapel Hill 1973 — 1977
BSBA, Accounting
Southlight, Inc. April 2006 - Present
Rankin McKenzie, LLC March 2002 - Present
Rankin McKenzie, LLC March 2002 - Present
NC IDEA October 2007 - June 2014
Riemser Inc. December 2010 - May 2013
Polyglot Systems 2000 - September 2010
Lumberg, Inc. 2004 - 2006
Tatum LLC 1996 - 1999
Skills
Start-ups, Management Consulting, Strategy, Management, Business Development, Executive Management, Program Management, Finance, Mergers & Acquisitions, Leadership, Entrepreneurship, Venture Capital, Business Strategy, Product Development, Managerial Finance, Mergers, Clinical Research, Strategic Planning, Private Equity, Strategic Financial..., Business Planning, Corporate Governance, Accounting, Personnel Management, Executive Search, Marketing, Project Management, Financial Reporting, Nonprofits, Human Resources, Healthcare
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA
University of North Carolina at Chapel Hill 1973 — 1977
BSBA, Accounting
Jennifer Moses Jennifer Moses's Rankin McKenzie, LLC Experience October 2007 - February 2015
Job VP of Finance and Administration at G1 Therapeutics, Inc.
Industry Accounting
Experience
Rankin McKenzie, LLC October 2007 - February 2015
Deloitte September 1996 - October 2007
Deloitte and Touche 1996 - 2007
Education
Penn State University 1992 — 1996
Bachelor of Science, Accounting
Rankin McKenzie, LLC October 2007 - February 2015
Deloitte September 1996 - October 2007
Deloitte and Touche 1996 - 2007
Education
Penn State University 1992 — 1996
Bachelor of Science, Accounting
Bruce Roach Bruce Roach's Rankin McKenzie, LLC Experience October 2002 - October 2009
Job President at AIRwave, Inc.
Industry Hospital & Health Care
Experience
AIRwave, Inc. June 2010 - Present
AIRwave Medical Solutions, Inc. (formerly WiFiciency, Inc.) January 2009 - June 2010
Atmospheric Plasma Solutions, Inc. 2008 - 2010
Rankin McKenzie, LLC October 2002 - October 2009
NCSRT 2007 - 2008
SPP, LLC 2005 - 2006
Raytheon JPS Communications 2003 - 2005
DesignTech International, Inc. 2001 - 2003
Haleos/ACT MicroDevices Inc. 2000 - 2001
LightVortex 2000 - 2001
Education
La Salle University
Bachelor of Science, Finance
AIRwave, Inc. June 2010 - Present
AIRwave Medical Solutions, Inc. (formerly WiFiciency, Inc.) January 2009 - June 2010
Atmospheric Plasma Solutions, Inc. 2008 - 2010
Rankin McKenzie, LLC October 2002 - October 2009
NCSRT 2007 - 2008
SPP, LLC 2005 - 2006
Raytheon JPS Communications 2003 - 2005
DesignTech International, Inc. 2001 - 2003
Haleos/ACT MicroDevices Inc. 2000 - 2001
LightVortex 2000 - 2001
Education
La Salle University
Bachelor of Science, Finance
William Kaluza's Rankin McKenzie, LLC Experience April 2005 - March 2009
Job Chief Executive Officer at Intervolve, Inc.
Industry Computer Software
Experience
Intervolve, Inc. March 2009 - Present
Rankin McKenzie, LLC April 2005 - March 2009
William Kaluza & Associates December 2000 - April 2005
Volumetrics Medical Imaging, Inc. September 1998 - December 2000
Interactive Magic, Inc. May 1996 - September 1998
Manugistics Group, Inc. January 1982 - May 1996
Skills
Finance, Mergers & Acquisitions, Management, Mergers, Strategic Planning, Business Development, Venture Capital, Start-ups, Budgets, Private Equity, Enterprise Software, Marketing, Accounting, Email Marketing, Supply Chain Management, Computers, Web Development
Education
Dickinson Law 1976 — 1979
J. D., Corporate Law
University of Pennsylvania - The Wharton School 1972 — 1976
Intervolve, Inc. March 2009 - Present
Rankin McKenzie, LLC April 2005 - March 2009
William Kaluza & Associates December 2000 - April 2005
Volumetrics Medical Imaging, Inc. September 1998 - December 2000
Interactive Magic, Inc. May 1996 - September 1998
Manugistics Group, Inc. January 1982 - May 1996
Skills
Finance, Mergers & Acquisitions, Management, Mergers, Strategic Planning, Business Development, Venture Capital, Start-ups, Budgets, Private Equity, Enterprise Software, Marketing, Accounting, Email Marketing, Supply Chain Management, Computers, Web Development
Education
Dickinson Law 1976 — 1979
J. D., Corporate Law
University of Pennsylvania - The Wharton School 1972 — 1976
Regina Ferguson's Rankin McKenzie, LLC Experience September 2013 - Present
Job Partner at Rankin McKenzie, LLC
Industry Nonprofit Organization Management
Experience
Rankin McKenzie, LLC September 2013 - Present
Research Triangle Institute February 2011 - June 2013
OVERTURE NETWORKS, INC December 2005 - February 2011
A4 Health Systems June 2001 - November 2005
Hextek Technologies, Inc. April 2000 - May 2002
VANGUARD CELLULAR SYSTEMS, INC 1987 - 1992
Skills
Revenue Recognition, Financial Reporting, General Ledger, Mergers, Accounting, Internal Controls, Variance Analysis, Sarbanes-Oxley Act, GAAP, Forecasting, Account Reconciliation, Financial Analysis, Cost Accounting, System Development, Microsoft Office, SharePoint, Deltek, Made2Manage, Peachtree, QuickBooks, Quicken, Management, Mergers & Acquisitions, Royalties, Government Auditing, Financial Statement..., Tax, Payroll, ADP Payroll, Technology Integration, MRP, Job Costing, Creative Problem Solving, Hands-on Leadership, Sales & Use Tax, Payroll Taxes, Accounts Receivable, Auditing, Managerial Finance, Internal Audit, Cash Flow, Finance, Process Improvement, Analysis, Cash Management, US GAAP, Budgets
Education
American InterContinental University 2003 — 2005
BS, Finance/Accounting
High Point University 1996 — 1999
Accounting
Rankin McKenzie, LLC September 2013 - Present
Research Triangle Institute February 2011 - June 2013
OVERTURE NETWORKS, INC December 2005 - February 2011
A4 Health Systems June 2001 - November 2005
Hextek Technologies, Inc. April 2000 - May 2002
VANGUARD CELLULAR SYSTEMS, INC 1987 - 1992
Skills
Revenue Recognition, Financial Reporting, General Ledger, Mergers, Accounting, Internal Controls, Variance Analysis, Sarbanes-Oxley Act, GAAP, Forecasting, Account Reconciliation, Financial Analysis, Cost Accounting, System Development, Microsoft Office, SharePoint, Deltek, Made2Manage, Peachtree, QuickBooks, Quicken, Management, Mergers & Acquisitions, Royalties, Government Auditing, Financial Statement..., Tax, Payroll, ADP Payroll, Technology Integration, MRP, Job Costing, Creative Problem Solving, Hands-on Leadership, Sales & Use Tax, Payroll Taxes, Accounts Receivable, Auditing, Managerial Finance, Internal Audit, Cash Flow, Finance, Process Improvement, Analysis, Cash Management, US GAAP, Budgets
Education
American InterContinental University 2003 — 2005
BS, Finance/Accounting
High Point University 1996 — 1999
Accounting
Bob Jakobs's Rankin McKenzie, LLC Experience January 2014 - September 2014
Job Controller Anutra Medical, Inc.
Industry Medical Devices
Experience
Rankin McKenzie, LLC January 2014 - September 2014
Independent consulting and Scale Finance January 2013 - November 2013
Icagen 1996 - 2012
Icagen, I 1996 - 2012
Sphinx Pharmaceuticals Corp. 1992 - 1995
CEMI 1988 - 1992
Skills
Financial/Cash..., Public and Private..., Investor Relations, Corporate Governance, Sarbanes-Oxley and Tax..., Risk Management, Public and Internal..., Human Resources..., Contract Negotiation, Benefits Administration, Application Development, M&A due diligence
Education
San Diego State University-California State University
BS, Accounting
Rankin McKenzie, LLC January 2014 - September 2014
Independent consulting and Scale Finance January 2013 - November 2013
Icagen 1996 - 2012
Icagen, I 1996 - 2012
Sphinx Pharmaceuticals Corp. 1992 - 1995
CEMI 1988 - 1992
Skills
Financial/Cash..., Public and Private..., Investor Relations, Corporate Governance, Sarbanes-Oxley and Tax..., Risk Management, Public and Internal..., Human Resources..., Contract Negotiation, Benefits Administration, Application Development, M&A due diligence
Education
San Diego State University-California State University
BS, Accounting