Rose Financial Services
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Rose Financial Services Employees
InfoZen July 2011 - Present
Interim CFO Services, December 2006 - July 2011
Argy, Wiltse & Robinson, P.C. 2009 - 2011
Rose Financial Services 2006 - 2009
Intelsat General Corporation 2004 - 2006
iMapData Inc. November 2001 - August 2004
Computer Sciences Corporation 1997 - 2000
Skills
Deltek GCS Premier..., Incurred Cost..., FAR, CAS compliancy, Government Contracting, Month End Close, CPA, Indirect Cost Rates, SOX Compliancy, Business Development, Government Proposals, DCAA Audits, DCAA Exposure, Forward indirect rates, Cash Flow Forecasting, External Audit
Education
The University of Texas at Austin
Master of Business Administration (MBA), Accounting and Finance
University of Virginia
Bachelor of Science (BS), McIntire School of Commerce
Duff & Phelps August 2015 - Present
PwC October 2014 - July 2015
CohnReznick LLP June 2014 - October 2014
CohnReznick LLP November 2011 - May 2014
Rose Financial Services April 2010 - August 2010
Skills
Accounting, GAAP, Auditing, US GAAP, Financial Reporting, CPA, Financial Accounting, External Audit, Financial Statements, Sarbanes-Oxley Act, Business Acquisition, Business Acquisition..., Cash Flow Statements, Cash Flow Analysis, DCF Valuation, Historical Buildings, Valuation Modeling, Purchase Price..., Real Estate Transactions, Commercial Real Estate, Walkthroughs, Leadership, Team Leadership, Teamwork, Coaching
Education
The George Washington University 2010 — 2011
Master's, Accountancy
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor, Accounting
Rose Financial Services July 2014 - Present
Chevy Chase Cosmetic Center July 2012 - December 2013
Chevy Chase Dermatology, LLC June 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML, Research, Teaching
Education
University of Maryland University College 2009 — 2010
Bachelor of Science (B.S.), Business Administration
Montgomery College 2005 — 2008
Associate of Arts (A.A.), Business
Rockville High School
Morgan Stanley Wealth Management June 2015 - Present
PricewaterhouseCoopers LLP October 2011 - May 2015
The Phi Epsilon Chapter of the Zeta Psi Fraternity November 2009 - November 2010
Rose Financial Services June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - January 2010
The Phi Epsilon Chapter of the Zeta Psi Fratenity November 2008 - November 2009
Citigroup Global Markets Inc May 2008 - August 2008
Aronson & Company June 2007 - January 2008
Skills
Fixed Asset Depreciation, Tax Accounting, Research & Development..., Microsoft Excel, Meals & Entertainment..., Corporate Tax, FATCA, Construction Accounting, Team-oriented, Product Marketing, Scoping Studies, Finance, Retirement Planning, Leadership, CPA, Tax, Auditing, Public Speaking, Accounting, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Research
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (Honors), Accounting, Finance
Richard Montgomery High School 2003 — 2007
International Baccalaureate Programme Diploma
United States Senate Sergeant at Arms December 2014 - Present
Rose Financial Services February 2013 - December 2014
American University July 2013 - November 2013
Architect of the Capitol 2012 - 2012
University of Pennsylvania Museum of Archaeology and Anthropology 2011 - 2012
Delaware Museum of Natural History 2011 - 2012
Tyne and Wear Archives and Museums 2010 - 2010
University of Delaware 2008 - 2009
YMCA of Delaware 2005 - 2009
Skills
Research, History, Event Planning, Museum Collections, Curating, Writing, PowerPoint, Editing, Photography, Museum Education, Social Media, Exhibit Design, Art History, Archives, Museums, Microsoft Office, Volunteer Management, Oral History, Archaeology, Anthropology, Archival Research, Art Exhibitions, Grant Writing, American History, Community Outreach, Leadership
Education
Newcastle University 2009 — 2010
Master of Arts (M.A.), Museum Studies
University of Delaware 2005 — 2009
Bachelor of Arts (B.A.), European History/ Anthropology
Dev Bootcamp August 2014 - November 2014
Rose Financial Services May 2011 - August 2014
Skills
CSS, HTML5, JavaScript, Ruby on Rails, Sinatra, Mac OS, Network Administration, Active Directory, Windows Server, MySQL, Windows XP, Computer Hardware, HTML, SQL, jQuery, Ruby, AJAX, Microsoft Office, Git
Education
University of North Carolina at Wilmington 2004 — 2008
Bachelor's degree, Political Science and Government, 3.8
Rose Realty December 2013 - Present
Rose Financial Services February 2013 - Present
Rose Financial Services August 2012 - Present
Rose Realty-MD/AZ January 2012 - Present
HSBC Singapore October 2010 - June 2011
OCBC Bank September 2008 - September 2010
M1 Limited June 2006 - September 2008
Symrise July 2002 - June 2005
BAYER (S.E.A.) PTE LTD, Singapore August 2000 - July 2002
Skills
Fluent in..., Plan, manage and..., Execute market analysis, Direct and Channel..., Product Management, Business Development, Sales Management, Consumer Lending, Product Marketing, Marketing Management, CRM, Vendor Management, Portfolio Management, Management, Forecasting, Banking, Marketing
Education
National University of Singapore 1997 — 2000
Bachelor of Business Administration (BBA)
National Retail Federation November 2012 - Present
Rose Financial Services June 2010 - November 2012
Skills
Accounting, Accounts Receivable, Account Reconciliation, General Ledger, Fixed Assets, Financial Reporting, GAAP, Internal Controls, Financial Accounting, Accruals
Education
University of Maryland Baltimore County
wootton
Bon Secours Health System July 2014 - Present
Vocus August 2012 - July 2014
Rose Financial Services January 2012 - August 2012
Rose Financial Services August 2011 - December 2011
Costello & Huddy, Chartered June 2008 - January 2009
Skills
CPA, Vlookup, Pivot Tables, Microsoft Excel, Journal Entries, Account Reconciliation, General Ledger, Accounts Payable, Microsoft Office, Bank Reconciliation, PeopleSoft Financial, Costpoint, QuickBooks, Peachtree, Accounting, Accounts Receivable, Accruals, Cash Receipts, NetSuite, Softrax, Sage FAS, Revenue Recognition, GAAP, Member of AICPA, PeopleSoft, Concur
Education
University of Maryland University College 2007 — 2010
Bachelor of Science, Accounting, 4.0
Montgomery College 2004 — 2007
Associate of Arts (AA), Business, 3.96
Grant Thornton LLP January 2015 - Present
Accenture November 2013 - January 2015
Deloitte August 2011 - November 2013
Rose Financial Services June 2010 - August 2010
Skills
US GAAP, Sarbanes-Oxley Act, Data Analysis, Financial Modeling, Risk Management, Risk Assessment, Internal Controls, SDLC, IT Audit, Accounting, Enterprise Risk..., Financial Accounting, Business Process..., Management Consulting, Finance, Business Analysis
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science - Accounting, Bachelor of Science - Information Systems
Morgan Stanley September 2015 - Present
Rose Financial Services December 2013 - September 2015
Blackwood of DC, LLC March 2013 - November 2013
Carlos Rosario International Public Charter School April 2010 - June 2013
University of Maryland August 2008 - May 2009
U.S. Department of Commerce May 2006 - August 2006
Skills
Research, Non-profits, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Spreadsheets, Budgets, Member of AICPA, Macro, Pivot Tables, Microsoft Access, Peachtree, Relational Databases, Database Design, Purchase Orders, Microsoft Dynamics, US GAAP, Auditing Standards, FASB, Petty Cash, Invoicing, Budget, MS Project, Outlook, Microsoft Publisher, Cash Handling Experience, Federal Government, Logistics, Analysis, Nonprofits, Training, Access
Education
University of Maryland University College 2013 — 2015
Master of Science (M.S.), Accounting and Information Systems
University of Maryland University College 2010 — 2012
Bachelor of Science (B.S.), Accounting and Business/Management, 3.276
University of Maryland College Park 2007 — 2010
N/A, Economics
Magruder High School 2003 — 2007
High School Diploma
Raffa, PC January 2015 - Present
Raffa, PC January 2012 - December 2014
University of Maryland May 2010 - December 2011
Rose Financial Services June 2011 - August 2011
Solace Pain Management & Rehabilitation June 2010 - September 2010
Skills
QuickBooks, Peachtree, Deltek GCS Premier, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelor of Science, Accounting
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelor of Science, Information Systems
Montgomery College 2007 — 2009
Associate of Art, Business and General Studies
World Duty Free Group August 2014 - Present
Avendra LLC April 2014 - July 2014
Sodexo (Motivation Solutions & Vivabox USA) April 2013 - April 2014
Vivabox USA at SODEXO November 2010 - April 2013
Rose Financial Services December 2009 - July 2010
Grant Thornton LLP September 2008 - December 2009
Skills
Microsoft Office, Great Plains Software, Peachtree, Quickbooks, IDEA Data Analysis..., Microsoft FRx, Hyperion Planning, Deltek GCS Premier, EDI, Accounting, CPA
Education
University of Maryland College Park
Bachelor of Science, Accounting, 3.6 / 4.0
Self Employed / Consulting January 2015 - Present
PI Midlantic February 2014 - December 2014
PI Midlantic February 2012 - February 2014
Spoke International November 2010 - February 2012
America's Most Wanted - FOX Television Show August 2009 - September 2010
Rose Financial Services November 2007 - August 2009
Beneficial Title and RCR Law Firm April 2006 - September 2007
Skills
Marketing, Coaching, Public Speaking, Budgets, Sales, Sales Management, New Business Development, Team Building, Project Management, Marketing Strategy, Social Media Marketing, Account Management, CRM, Business Development
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
Bachelor of Science (B.S.), Marketing
Montgomery College 2003 — 2005
Associate of Arts (A.A.), Business/Commerce, General
Metalogix Software August 2012 - Present
Rose Financial Services August 2011 - August 2012
The Holladay Corporation August 2006 - August 2011
Skills
CPA Candidate, NetSuite, OpenAir, Quickbooks, AS400, Billing, Concur, Invoicing, QuickBooks, ADP Payroll, Payroll, Microsoft Office, Auditing, Microsoft Excel
Education
Montgomery College 2007 — 2010
Certificate, Accounting Accounting
University of Maryland College Park College 2002 — 2006
Bachelor of Arts, Journalism
Senseonics, Inc. May 2014 - Present
WeddingWire April 2012 - May 2014
WeddingWire April 2011 - April 2012
Rose Financial Services October 2008 - April 2011
Video Express Productions March 2005 - October 2008
Skills
Accounts Receivable, Accounts Payable, Microsoft Excel, Month End Close, US GAAP, ERP Implementations, Internal Controls, Audit Support, Payroll, Financial Statement..., Financial Statement..., Financial Accounting, Venture Debt Analysis, Web-based Equity..., Collections Management, General Ledger, Fixed Assets, QuickBooks, NetSuite, Salesforce.com, Auditing
Education
University of Maryland University College 2008 — 2011
Accounting
Salisbury University 2000 — 2004
B.A., Communication Arts, Marketing
Total Wine & More April 2015 - Present
Total Wine & More March 2013 - March 2015
Rose Financial Services January 2011 - January 2013
Rose Financial Services July 2009 - December 2010
Rose Financial Services June 2008 - August 2008
Freedom Mortgage June 2005 - August 2006
Cup and Cone Cafe August 2003 - June 2005
Skills
Deltek GCS, Deltek T&E, QuickBooks, Peachtree, GreatPlains, ADP Pay Expert, Easy ADP online, Intuit QuickBooks, Heartland, Microsoft Excel, Microsoft Word, Microsoft outlook, FAS, Paperport, Check Factory, Accruals, GAAP, Financial Accounting, General Ledger, Fixed Assets, Account Reconciliation, Great Plains Software, Accounts Payable, Cost Accounting, Accounts Receivable, Cash Flow, Financial Analysis, Bookkeeping, Payroll, Invoicing, Balance, Deltek, ADP Payroll, Journal Entries, Bank Reconciliation, Fixed Asset Management, Sales Tax, Depreciation, Financial Statements, Balance Sheet, Monthly Close, Variance Analysis, Outlook
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Accounting and Finance
Rose Financial Services July 2013 - Present
Rose Financial Services December 2011 - June 2013
Rose Financial Services February 2011 - December 2011
Skills
Outsourcing, Human Resources, Onboarding, Employee Relations, Performance Management, Talent Management, Employment Law, 401k, Resume Writing, Organizational..., Internal Audit, Strategy, Compensation & Benefit, Business Process..., Benefits Administration, Leadership, Management, HRIS, Program Management, FMLA, Microsoft Excel, Accounting
Education
University of Maryland University College 2014 — 2016
Master of Business Administration (MBA)
Saint Joseph's University
BA, Political Science
Springbrook High School
International Baccalaureate Diploma
HMSHost June 2014 - Present
American University 2015 - 2015
American University 2015 - 2015
American University 2015 - 2015
Aetna March 2013 - June 2014
PricewaterhouseCoopers February 2011 - March 2013
Rose Financial Services January 2011 - February 2011
Rose Financial Services September 2009 - January 2011
Rose Financial Services July 2008 - August 2008
University of Maryland 2007 - 2007
Skills
Tax Preparation, Financial Reporting, Accounting, Tax Compliance, Tax, GAAP, Peachtree, Quickbooks, Payroll Processing, Reconciliation, Financial Accounting, Fixed Assets, Tax Accounting, General Ledger, Corporate Tax, Income Tax, Accounts Payable, Accounts Receivable, Balance, Payroll, International Tax, Account Reconciliation, Tax Research, PeopleSoft, Excel, Bookkeeping, Tax Returns, Partnership Taxation, Word, Compliance, Microsoft Office, Sales Tax, US GAAP, QuickBooks, Microsoft Excel, Invoicing, Microsoft Word, SEC filings
Education
American University 2012 — 2016
Master's Degree, Taxation, 2nd year
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Bachelors, Accounting
Churchill
Rose Financial Services July 2011 - Present
Rose Financial Services November 2010 - July 2011
The Optical Society June 2009 - May 2010
American Association for Justice March 1988 - May 2009
Internal Revenue Service June 1987 - February 1988
Skills
Financial Reporting, Budgeting, Financial Planning, Business Planning, Team Building, Forecasting, Budgets, Contract Negotiation, Accounting, Financial Analysis, Strategy, Change Management, Strategic Planning, Internal Controls, Business Savvy, Strategic Financial..., Outstanding..., Analysis, Management, Business Development, Managerial Finance, Problem Solving, Executive Management, Nonprofits, Start-ups, Management Consulting, Auditing, Financial Accounting, Project Planning, Leadership, Finance, Cash Flow, Mergers & Acquisitions, General Ledger, Process Improvement, Leadership Development, GAAP, Due Diligence
Education
Saint Bonaventure University 1983 — 1987
The BiBo Group 2013 - Present
The Unicorn Group 2012 - 2013
Rose Financial Services May 2002 - January 2012
Wilson Center for Public Research 1995 - 2001
Universal Studios 1984 - 1988
Skills
Strategic Planning, New Business Development, Business Strategy, Management Consulting, Team Building, Business Intelligence, Marketing Strategy, Management, Program Management, Due Diligence, Budgets, Entrepreneurship, Business Development, Leadership, Financial Reporting, Executive Management, Business Planning, Start-ups, Marketing, Mergers, Accounting, Strategy, Outsourcing, Strategic Partnerships, Financial Analysis, Project Management, Mergers & Acquisitions, Small Business, Process Improvement, Public Speaking, Nonprofits, Sales Management, Organizational..., Government Contracting, Government, Professional Services, Forecasting, Managerial Finance, Contract Negotiation, Consulting, Venture Capital, Analysis, Leadership Development, CRM, Proposal Writing, Market Research, Deltek, Social Media, Team Leadership, Change Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1982 — 1986
Masters Degree, Business Administration
California State University-Northridge 1972 — 1976
BA, Theatre
Roosevelt High School, Chicago
Marriott International August 2013 - Present
Marriott International June 2012 - August 2013
Clark Construction April 2011 - June 2012
ERNST & YOUNG, LLP October 2009 - April 2011
Rose Financial Services January 2009 - September 2009
ERNST & YOUNG, LLP June 2008 - August 2008
CAPITALSOURCE INC October 2007 - June 2008
Skills
GAAP, Bank Reconciliation, Month End Close, Consolidated Reporting, Auditing, Accounts Payable, Accounting, Financial Statements, Internal Controls, Sarbanes-Oxley Act, US GAAP, SEC filings, General Ledger
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Accounting & Finance
State of Virginia
Certified Public Accountant
The Carlyle Group October 2014 - Present
Penan & Scott P.C. October 2013 - October 2014
Aronson LLC January 2013 - September 2013
Rose Financial Services June 2012 - January 2013
Millicom International Cellular (Tigo) June 2009 - August 2009
Skills
Accounting, Financial Accounting, Financial Reporting, QuickBooks, Internal Controls, IFRS, Financial Analysis, Account Reconciliation, Auditing, Accounts Payable, Accounts Receivable, Peachtree, GAAP, Cash Flow, Fixed Assets, Financial Statements
Education
American University - Kogod School of Business 2011 — 2012
Master of Science (M.S.), Accounting
University of Ghana 2006 — 2010
BSc Business Administration, Accounting
Accra Academy
Ryan Homes (NVR, Inc.) October 2013 - Present
Montgomery Child Care Association November 2011 - September 2013
Rose Financial Services October 2007 - November 2011
Sealed With A Kiss Super Camp Care Packages June 1995 - September 2007
Skills
Performance Management, Employee Relations, Training, Organizational..., Human Resources, Payroll, Staff Development, Talent Management, Recruiting, Employee Benefits, Strategy, Childcare, Onboarding, Personnel Management, College Recruiting, Talent Acquisition
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
Bachelors, Marketing & Business Management
Booz Allen Hamilton June 2014 - Present
Citi July 2012 - November 2013
Hines February 2011 - February 2012
Gelman, Rosenberg, & Freedman, CPAs January 2009 - December 2010
Rose Financial Services June 2008 - August 2008
InformationTechnology Industry Council June 2008 - August 2008
CitiMortgage, Inc. June 2005 - June 2008
Skills
GAAP, Financial Reporting, Accounting, Internal Controls, Financial Accounting, General Ledger, Auditing, External Audit, Financial Statements, Tax, Financial Analysis, QuickBooks, US GAAP, Sarbanes-Oxley Act, Accounts Receivable
Education
Saint Louis University
Accounting
Rose Financial Services March 2014 - Present
Synergy Financial Services June 2011 - March 2014
Oxford College of Business, Sri Lanka March 2003 - July 2009
Skills
Strategic Planning, Accounting, Budgets, Team Building, Team Leadership, Microsoft Office, Leadership, Operations Management, Microsoft Excel, Public Speaking, Financial Reporting, PowerPoint, Training, Employee Relations, Microsoft Word, Team Management, Human Resources, Project Planning, Business Planning, Outlook, Process Improvement, Coaching, Management, Business Process...
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master's Degree, Accounting and Finance
Methodist College, Colombo - Sri Lanka 1980 — 1996
High school
Association of Business Executives- UK
Business Administration and Management, General
National Institute of Information Technology
PricewaterhouseCoopers August 2010 - Present
Norberg, Davis, Bourne & Painter LLP February 2010 - April 2010
Alpha Kappa Psi January 2009 - November 2009
Rose Financial Services July 2009 - August 2009
Joseph, Greenwald & Laake, P.A. September 2008 - July 2009
MarcParcValet September 2006 - January 2009
Skills
Auditing, Accounting, Internal Controls, QuickBooks, Internal Audit, IT Audit, General Ledger, Oracle E-Business Suite, PeopleSoft, Hyperion Interactive..., ITGC, ERP Implementations, Finance, Sarbanes-Oxley Act, Sarbanes-Oxley, Microsoft Office, CPA, Analysis, Microsoft Excel
Education
University of California, Berkeley 2015 — 2018
Master of Business Administration (M.B.A.), Technology
University of Maryland College Park 2006 — 2010
Bachelor's Degree, Accounting, Finance, 3.6
PwC June 2015 - Present
University of Maryland - Robert H. Smith School of Business September 2013 - Present
Rose Financial Services June 2014 - November 2014
Victoria Gastro Pub April 2009 - August 2011
La Boca March 2008 - March 2009
Iron Bridge Wine Company March 2005 - March 2008
Skills
Internal Audit, Financial Analysis, SAP, Access, Forecasting, Payroll, Data Entry, Financial Statements, Budgets, Teamwork, Inventory Management, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Bachelor's degree, Accounting
Howard Community College 2011 — 2013
AA, Accounting
Rose Financial Services August 2012 - Present
Starbucks April 2004 - May 2014
Skills
Microsoft Excel, Microsoft Office, QuickBooks, GAAP, Financial Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Accounts Payable, General Ledger, GCS, Sage, Payroll, ADP Payroll, Paychex, Deltek
Education
University of Maryland University College
Bachelor of Science (B.S.), Accounting
Rose Financial Services July 2015 - Present
Rose Financial Services July 2014 - Present
Datawatch Systems May 2014 - July 2014
Datawatch Systems February 2012 - July 2014
Datawatch Systems March 2008 - February 2012
Skills
Information Technology, Information Security, Network Security, Cyber-security, Troubleshooting, Security Management, Security, Customer Service, Project Planning, Physical Security, Customer Relations, Microsoft Office, Management, Technical Support, Hardware, Active Directory, Networking, Team Building, Windows Server, Access Control, VMware vSphere
Education
University of Maryland University College 2013 — 2015
Bachelor’s Degree, Cyber Security
Montgomery College
Associate of Applied Science, Criminal Justice
Choice Hotels International 2009 - Present
Choice Hotels International October 2007 - Present
Rose Financial Services December 2006 - October 2007
Best Western Washington Gateway Hotel September 1996 - August 2006
Coakley & Williams September 1988 - September 1996
Education
Prince George's Community College 1992 — 1994
Cooper City High 1979 — 1982
BlueAlly April 2013 - Present
Rose Financial Services January 2011 - December 2012
Asset Capital Corporation December 2005 - August 2010
Time Warner Cable May 2005 - December 2005
Time Warner Cable September 1999 - April 2005
Discovery Communications September 1998 - August 1999
BET Holdings September 1993 - August 1998
Price Waterhouse January 1986 - August 1993
U.S. Marine Corps 1982 - 1985
Skills
GAAP, Financial Reporting, SEC Financial Reporting, Sarbanes-Oxley Act, IPO, M&A experience, Financial Accounting, Internal Controls, Budgets, Forecasting, Financial Analysis, FAR compliance, DCAA, General Ledger, Accounting, SEC filings, Fixed Assets, US GAAP, Accruals, Revenue Recognition, Mergers & Acquisitions, Management
Education
Radford University
Bachelor of Science (B.S.), Accounting
IBC September 2014 - Present
Torres AES April 2012 - Present
Rose Financial Services 2008 - 2010
Rose Financial Services 2007 - 2008
Rose Financial Services 2005 - 2007
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2005
Bachelors, Accounting
Rose Financial Services October 1994 - Present
Skills
Start-ups, Government Contracting, Emerging Growth..., Mergers, Due Diligence, Professional Services, Multinational, Outsourcing, Accounting, Financial Reporting, Tax, Budgeting, Business Planning, Financial Analysis, Turnarounds, BPO, Venture Capital, Cash Flow, GAAP, Financial Accounting, Forecasting, Management Consulting, DCAA, Entrepreneurship, Business Development, Strategic Planning, Leadership, Mergers & Acquisitions, Finance, Management, Turn Around Management, Analysis, Executive Management, Strategy, Small Business, Payroll, CPA, Managerial Finance, SEC filings, Internal Controls, Cost Accounting, Sarbanes-Oxley Act, General Ledger, Budgets, Process Improvement, Acquisition Integration, Financial Services
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1993
MBA, Finance and International Business
University of Maryland College Park 1985 — 1989
BS, Accounting
Portal Solutions August 2014 - Present
FINCA International August 2012 - January 2014
Honest Tea February 2011 - July 2012
Rose Financial Services May 2010 - February 2011
Coast to Coast Coins June 1992 - December 2008
American Red Cross April 1989 - May 1992
Skills
IT Management, IT Operations, Web Development, HTML, CSS, XML, PHP, JavaScript, Database Design, Database Administration, Systems Analysis, Project Management, Program Management, MySQL, Integration, Databases, Visio, Microsoft SQL Server, Linux, Windows Server, Network Administration, Access
Education
Minnesota State University at Mankato 1982 — 1984
B.S, Computer Science
University of Wisconsin at Green Bay 1975 — 1980
B.S, Social Change and Development
Minnesota State University, Mankato
Bachelor of Science (BS), Computer Science
Rose Financial Services December 2013 - Present
OAO Mohn & Allen, December 2008 - June 2013
Handel & Associates October 2006 - November 2008
LibertyStone, Inc November 1997 - October 2008
ClassTech, LLC September 2001 - January 2005
Columbia Association May 2003 - September 2004
Syntonics, LLC May 2003 - September 2004
The Breadery November 2000 - January 2004
GIS Integrated Solutions January 1997 - January 1999
Skills
Auditing, Tax Preparation, CPA, QuickBooks, Microsoft Word, Accounting, Creative Solutions..., Bookkeeping, Accounts Receivable, Financial Statements, Tax, Nonprofits, Financial Accounting, Microsoft Excel, Outlook, Journal Entries, UltraTax CS, Dreamweaver, Soccer, Android, Engagement CS, Photoshop, Tennis, Financial Reporting, General Ledger, Account Reconciliation, Income Tax, Tax Returns, Accounts Payable, Invoicing, Payroll, NetSuite
Education
University of Maryland Baltimore County
Bachelor of Science, Financial Economics, Management Accounting, Accounting
Fannie Mae March 2013 - March 2015
PwC August 2011 - March 2013
Rose Financial Services June 2010 - July 2010
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Microsoft Office, Accounts Receivable, Accounts Payable, Financial Accounting, Microsoft Excel, QuickBooks, Outlook, Customer Service, GAAP, PowerPoint, Microsoft Word, Inventory Management, Research, Payroll, Analysis, Spanish, SimCorp Dimension, US GAAP, Internal Controls, Internal Audit, Sarbanes-Oxley Act
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2011
Bachelor of Science, Accounting
PwC July 2014 - Present
PwC September 2013 - June 2014
Smith School Women's Society January 2012 - December 2012
Rose Financial Services June 2012 - August 2012
Law Offices of Robert Beatson II June 2011 - August 2011
Skills
Financial Accounting, Accounting, GAAP, QuickBooks, Financial Reporting, Tax, Peachtree, Microsoft Excel, Workflow, ATX, Accounts Payable, Budgets
Education
University of Maryland College Park 2008 — 2012
B.S. Accounting and B.A. Communication
Rose Financial Services May 2015 - Present
Total Wine & More November 2008 - May 2015
Skills
Accounting, QuickBooks, Financial Analysis, Access, Accounts Payable, Forecasting, Financial Reporting, Auditing, Budgets, Fixed Assets, Finance, Bookkeeping, Management, Microsoft Excel
Education
Indiana University Bloomington 1986 — 1990
Bachelor, Finance
Senseonics, Inc. December 2011 - Present
Rose Financial Services January 2011 - December 2011
Rose Financial Services January 2009 - December 2010
Rose Financial Services January 2008 - December 2008
Rose Financial Services September 2006 - December 2007
Skills
Accounting, Financial Reporting, Financial Analysis, General Ledger, Internal Controls, Financial Accounting, Auditing, Excel, QuickBooks, GAAP, Analysis, US GAAP, Cash Flow, Budgeting, Forecasting, Non-profits, Deltek, Inventory Management, Problem Solving, Process Improvement, Government, Word, Due Diligence, PMP, Intellectual Property, Strategy, Clinical Data Management, Finance, Venture Capital, Medical Devices, Start-ups, CPA
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Business Administration (MBA)
Salisbury University - Perdue School of Business 2003 — 2006
BS, Accounting
Quince Orchard 1998 — 2002
Rose Financial Services May 2005 - Present
Education
University of Maryland College Park 2003 — 2005
Bachelor'sof Science, Accounting
Mount Pleasant Capital LLC January 2011 - Present
Mount Pleasant Capital Corporation 1990 - 2010
Rose Financial Services January 1983 - June 1990
Skills
Underwriting, Credit Risk, Credit Analysis, Credit Scoring, Franchise Consulting, franchise lending, Small Business Lending, Commercial Lending, Expert Witness, Software Design, software implementation, Software Development, Trade Associations, Training & Development, Loans, Restructuring, Banking, Structured Finance, Finance, Commercial Finance, Financial Services, Commercial Mortgages, Asset Based Lending, Funding, Credit, Mergers & Acquisitions, Franchising, Software Implementation, Factoring, Portfolio Management, Financial Structuring, Management, Executive Management
Education
California University of Pennsylvania 1968 — 1973
Bachelor of Science (BA), Business/Managerial Economics
Dominion Engineering, Inc. May 2013 - Present
Rose Financial Services January 2011 - May 2013
University of Maryland: Vice President Division of Research September 2006 - December 2010
The NASDAQ Stock Market January 2006 - May 2006
Skills
General Ledger, Accounts Payable, Account Reconciliation, Financial Reporting, Financial Accounting, PowerPoint
Education
University of Maryland College Park 2006 — 2010
Bachelor’s Degree, Accounting and Operations Management
Rose Financial Services December 2007 - Present
Cherry, Bekaert & Holland August 2006 - November 2007
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS, Acounting
K12 Inc September 2013 - Present
Rose Financial Services September 2012 - Present
Washington Office Interiors LLC August 2010 - September 2012
RiskMetrics Group 2004 - 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, US GAAP, Analysis, GAAP, Internal Audit, SEC filings, Microsoft Excel, Due Diligence, General Ledger, Mergers & Acquisitions, Forecasting, Risk Management
Education
University of Maryland College Park 2007 — 2008
Masters of Business in Accounting, Internal Auditing
Johann Wolfgang Goethe-Universität Frankfurt am Main
Bachelor of Science (BSc), Business Management
Rose Financial Services July 2015 - Present
Rose Financial Services October 2014 - June 2015
Western-Express Forwarding, LLC July 2014 - November 2014
Lerner Enterprises June 2013 - June 2014
Western-Express Forwarding LLC May 2012 - June 2013
Almacy and Company February 2012 - April 2012
Sage Communications January 2006 - April 2012
Skills
QuickBooks, Accounts Payable, General Ledger, Account Reconciliation, Accounts Receivable, Fixed Asset Management, Marketing, Cash Flow, Budget, Partnership Tax Returns, Income Tax, Account Management, Budgets, Management, Marketing Communications, Microsoft Excel, Customer Service, Accounting, Sales, Strategic Planning, Analysis, New Business Development, Integrated Marketing, PowerPoint, Proposal Writing, Microsoft Office, Credit, Microsoft Word, Research, Market Research, Project Management, Advertising, Financial Accounting, Financial Analysis, Financial Reporting
Education
New England College 2001 — 2005
BA, Business Administration
Montgomery College 2011 — 2015
Accounting Courses
ExED August 2014 - February 2015
Market Pro Homes March 2013 - March 2014
Rose Financial Services December 2011 - March 2013
The Lahlou Family June 2010 - December 2011
Aflac January 2010 - May 2010
Panhellenic Association January 2008 - January 2010
PricewaterhouseCoopers May 2008 - August 2008
Skills
Accounting, Access, QuickBooks, Microsoft Excel, PowerPoint, Microsoft Office, Non-profits, Event Planning, Microsoft Word, Social Media, NetSuite, OpenAir, Photoshop, Planning Budgeting &..., Financial Reporting, Non-profit Finance, Time Management, Written Communication, Customer Service, Accounts Payable &..., Bookkeeping
Education
American University - Kogod School of Business 2006 — 2010
BS, Business Administration/ Accounting, Cum Laude Graduate (3.6 GPA)
Camp Hill High School 2002 — 2006
High School Diploma, General Studies
NOAA: National Oceanic & Atmospheric Administration November 2014 - Present
NOAA: National Oceanic & Atmospheric Administration July 2010 - November 2014
Rose Financial Services June 2009 - July 2009
JBS International, Inc. September 2008 - February 2009
The Aspen Group September 2007 - February 2008
Skills
QuickBooks, Accounts Payable, Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Microsoft Office, Spreadsheets, Outlook, Data Analysis, Public Speaking, Financial Accounting, Financial Analysis, Government, Internal Controls
Education
Robert H. Smith School of Business 2006 — 2010
Bachelor of Science (BS), Accounting
University of Maryland College Park 2006 — 2010
Bachelor of Science, Accounting
Children's National Health System September 2013 - Present
Rose Financial Services January 2011 - September 2013
Skills
QuickBooks, General Ledger, GAAP, Account Reconciliation, Accounts Payable, Fixed Assets
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
msg global solutions May 2014 - Present
Rose Financial Services 2013 - 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Social Media, Customer Service, Business Analysis
Education
University of Maryland College Park 2010 — 2014
The Frisch School
SC&H Group July 2012 - Present
Watkins Meegan LLC December 2009 - June 2012
Robert H. Smith School of Business January 2007 - May 2009
Rose Financial Services 2008 - 2008
Skills
Accounting Applications, Accounting, QuickBooks, Auditing, Internal Controls, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Government Contracting, Sarbanes-Oxley Act
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2009
Bachelor's, Accounting
Roger Williams University 2005 — 2006
Business
Rose Financial Services 1975 - Present
Skills
Personal Financial...
Education
Edinboro University of Pennsylvania 1965 — 1967
Master's degree, Counselor Education/School Counseling and Guidance Services
Otterbein University 1960 — 1964
Mathematics
Bialek Environments January 2015 - Present
Rose Financial Services January 2012 - January 2015
Samuel Shapiro November 2008 - December 2009
Skills
Accounting, Financial Accounting, Process Improvement, Microsoft Excel, Financial Reporting, Microsoft Office, Financial Analysis, General Ledger, QuickBooks
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
B.S, Marketing, Accounting
MESO SCALE DISCOVERY January 2014 - Present
Rose Financial Services January 2011 - January 2014
Rose Financial Services June 2010 - August 2010
Naiman & Associates P.A. January 2009 - May 2009
Skills
Peachtree, QuickBooks, Fixed Assets, Accounting, General Ledger, Financial Accounting, Account Reconciliation, Financial Reporting, Great Plains Software, Accruals, Accounts Receivable, Accounts Payable, Internal Controls, Payroll, Bookkeeping, Journal Entries, Financial Statements, FRx, Monthly Close
Education
Towson University 2008 — 2010
Bachelors of Arts, Accounting
Montgomery College 2006 — 2008
Associates of Science, Business
Rose Financial Services July 2014 - Present
Encore Nationwide July 2010 - December 2013
Accountants International 2008 - 2011
Convergent Wealth Advisors February 2009 - July 2010
Skills
General Ledger, Account Reconciliation, Accounting, Journal Entries, Accounts Payable, Accounts Receivable, Financial Reporting, QuickBooks, Financial Statements, Accruals, Auditing, Internal Controls, Sarbanes-Oxley Act, Microsoft Office, Microsoft Word, PowerPoint, Financial Accounting, Microsoft Excel, Internal Audit, Leadership, Analysis, Finance, Access, Public Speaking, Customer Service, Cash Flow, Outlook, Bank Reconciliation, GAAP, Financial Analysis, Tax Preparation, Tax
Education
Hood College 2008 — 2011
Master of Business Administration (MBA), Finance and Information Technology
University of Maryland - Robert H. Smith School of Business 2006 — 2008
Bachelor's degree, Accounting
KPMG May 2014 - Present
Rose Financial Services August 2013 - May 2014
Rose Financial Services April 2013 - July 2013
Starbucks Coffee Company 2007 - 2013
Skills
Time Management, Process Improvement, Personnel Management, Microsoft Office, Accounts Payable, Billing, Payroll, Recruiting, Interviewing, Customer Satisfaction, Inventory Management, Training, Customer Service, Store Management, Expense Reports, Loss Prevention, Visual Merchandising, Retail Sales, Invoicing, Leadership, Management
Education
American University
Bachelor of Science (BS), Accounting
Ernst & Young September 2011 - Present
Deloitte September 2008 - September 2011
Rose Financial Services May 2007 - May 2008
Education
University of Maryland College Park 2004 — 2008
Bachelor of Science (BS), Accounting and Finance