Rothstein Kass KPMG LLP
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Rothstein Kass KPMG LLP Employees
Employee
Years
Job
Industry
Fiona Liu Fiona Liu's Rothstein Kass KPMG LLP Experience October 2007 - October 2009
Job Senior Investment Accountant at CSE Insurance Group
Industry Accounting
Experience
CSE Insurance Group August 2011 - Present
Rothstein Kass KPMG LLP October 2007 - October 2009
Geoprojects Canada Limited January 2002 - June 2005
Skills
Fixed Income, Mortgage Backed..., Portfolio analysis and..., Commercial..., Fund of Funds, Microsoft Excel, Bloomberg Terminal, Portfolio Management, Account Reconciliation, General Ledger
Education
California State University-East Bay
Master of Business Administration (M.B.A.), Accounting
Dalhousie University
Bachelor of Commerce (BCom), Accounting
CSE Insurance Group August 2011 - Present
Rothstein Kass KPMG LLP October 2007 - October 2009
Geoprojects Canada Limited January 2002 - June 2005
Skills
Fixed Income, Mortgage Backed..., Portfolio analysis and..., Commercial..., Fund of Funds, Microsoft Excel, Bloomberg Terminal, Portfolio Management, Account Reconciliation, General Ledger
Education
California State University-East Bay
Master of Business Administration (M.B.A.), Accounting
Dalhousie University
Bachelor of Commerce (BCom), Accounting
Arash Nouri Arash Nouri's Rothstein Kass KPMG LLP Experience November 2013 - June 2014
Job Experienced Advisory Associate at PricewaterhouseCoopers
Industry Retail
Experience
PwC March 2015 - Present
KPMG US July 2014 - February 2015
Rothstein Kass KPMG LLP November 2013 - June 2014
Tacs Inc May 2011 - May 2012
Viacom January 2010 - May 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2013
Master of Business Administration (MBA), Accounting, Graduate Student
The College of New Jersey 2007 — 2011
Bachelor of Arts (B.A.), Psychology & Communications, 3.7
PwC March 2015 - Present
KPMG US July 2014 - February 2015
Rothstein Kass KPMG LLP November 2013 - June 2014
Tacs Inc May 2011 - May 2012
Viacom January 2010 - May 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2013
Master of Business Administration (MBA), Accounting, Graduate Student
The College of New Jersey 2007 — 2011
Bachelor of Arts (B.A.), Psychology & Communications, 3.7
Matthew Smith, CPA Matthew Smith, CPA's Rothstein Kass KPMG LLP Experience August 2009 - June 2014
Job Manager Alternative Investments at KPMG US
Industry Financial Services
Experience
KPMG US June 2014 - Present
CFA Institute July 2013 - Present
Rothstein Kass KPMG LLP August 2009 - June 2014
KPMG US August 2008 - May 2009
True Partners Consulting June 2008 - August 2008
Loyola Marymount University August 2006 - May 2008
KPMG US May 2007 - September 2007
Skills
Critical Thinking, Excel, Financial Analysis, Financial Modeling, Partnership Taxation, International Economics, Fund Of Funds, Audit, Accounting, Hedge Funds, Problem Solving, Auditing, Financial Reporting, Financial Statements, Internal Controls, Financial Accounting, GAAP, SEC filings, Business Valuation, Microsoft Excel, Tax, CPA, Management, Finance
Education
Loyola Marymount University 2004 — 2008
BS & BBA, Finance, Accounting
Campolindo High School 2000 — 2004
KPMG US June 2014 - Present
CFA Institute July 2013 - Present
Rothstein Kass KPMG LLP August 2009 - June 2014
KPMG US August 2008 - May 2009
True Partners Consulting June 2008 - August 2008
Loyola Marymount University August 2006 - May 2008
KPMG US May 2007 - September 2007
Skills
Critical Thinking, Excel, Financial Analysis, Financial Modeling, Partnership Taxation, International Economics, Fund Of Funds, Audit, Accounting, Hedge Funds, Problem Solving, Auditing, Financial Reporting, Financial Statements, Internal Controls, Financial Accounting, GAAP, SEC filings, Business Valuation, Microsoft Excel, Tax, CPA, Management, Finance
Education
Loyola Marymount University 2004 — 2008
BS & BBA, Finance, Accounting
Campolindo High School 2000 — 2004
Alexandra Tartell Alexandra Tartell's Rothstein Kass KPMG LLP Experience November 2013 - June 2014
Job KPMG Audit Associate Asset Management
Industry Accounting
Experience
KPMG US June 2014 - Present
Rothstein Kass KPMG LLP November 2013 - June 2014
Skills
Auditing, CPA, Accounting
Education
City University of New York-Hunter College 2012 — 2013
Master's, Accounting
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor's degree, Accounting
KPMG US June 2014 - Present
Rothstein Kass KPMG LLP November 2013 - June 2014
Skills
Auditing, CPA, Accounting
Education
City University of New York-Hunter College 2012 — 2013
Master's, Accounting
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor's degree, Accounting
Laurence Wong's Rothstein Kass KPMG LLP Experience 2010 - 2012
Job Product Manager
Industry Internet
Experience
Tilt Video April 2014 - October 2014
Tilt Video September 2013 - November 2013
Education Elements July 2013 - October 2013
Education Elements August 2012 - April 2013
Rothstein Kass KPMG LLP 2010 - 2012
Skills
Product Management, Data Analysis, Product Marketing, Start-ups, Educational Technology, Customer Relations, Web Development, Business Development, HTML5, CSS, Project Management, SASS, JavaScript, Java, SEO, Market Sizing, PowerPoint, Nonprofits, Sales, Staff Development, Microsoft Excel, Financial Analysis, Valuation, Training, Strategy, Management, Consulting
Education
University of California, Berkeley
Tilt Video April 2014 - October 2014
Tilt Video September 2013 - November 2013
Education Elements July 2013 - October 2013
Education Elements August 2012 - April 2013
Rothstein Kass KPMG LLP 2010 - 2012
Skills
Product Management, Data Analysis, Product Marketing, Start-ups, Educational Technology, Customer Relations, Web Development, Business Development, HTML5, CSS, Project Management, SASS, JavaScript, Java, SEO, Market Sizing, PowerPoint, Nonprofits, Sales, Staff Development, Microsoft Excel, Financial Analysis, Valuation, Training, Strategy, Management, Consulting
Education
University of California, Berkeley
David Meyer, CPA's Rothstein Kass KPMG LLP Experience November 2010 - October 2013
Job Assistant Controller at Sierra Ventures
Industry Venture Capital & Private Equity
Experience
Sierra Ventures November 2013 - Present
Weave Networking March 2014 - Present
Rothstein Kass KPMG LLP November 2010 - October 2013
AWESOMEngineering, LLC September 2007 - September 2013
Novogradac & Company LLP January 2010 - March 2010
Chase (formerly Washington Mutual) December 2005 - January 2008
Skills
Auditing, GAAP, Hedge Funds, Financial Reporting, Financial Accounting, Fund Of Funds, Private Equity, Venture Capital, CPA, Accounting, Risk Management, Tax, SEC filings, Due Diligence
Education
University of California, Santa Barbara 2003 — 2005
Bachelors, Business Economics with an Accounting Emphasis
San Francisco State University 2000 — 2003
Sierra Ventures November 2013 - Present
Weave Networking March 2014 - Present
Rothstein Kass KPMG LLP November 2010 - October 2013
AWESOMEngineering, LLC September 2007 - September 2013
Novogradac & Company LLP January 2010 - March 2010
Chase (formerly Washington Mutual) December 2005 - January 2008
Skills
Auditing, GAAP, Hedge Funds, Financial Reporting, Financial Accounting, Fund Of Funds, Private Equity, Venture Capital, CPA, Accounting, Risk Management, Tax, SEC filings, Due Diligence
Education
University of California, Santa Barbara 2003 — 2005
Bachelors, Business Economics with an Accounting Emphasis
San Francisco State University 2000 — 2003
Maral Khoei Maral Khoei's Rothstein Kass KPMG LLP Experience January 2014 - June 2014
Job Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2015 - Present
KPMG US July 2014 - July 2015
Rothstein Kass KPMG LLP January 2014 - June 2014
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, GAAP, Internal Controls, Microsoft Word, Microsoft Office, US GAAP, QuickBooks, Financial Statements, Tax
Education
California State University-Northridge 2010 — 2013
Bachelor's degree in Accounting, Accounting
KPMG US July 2015 - Present
KPMG US July 2014 - July 2015
Rothstein Kass KPMG LLP January 2014 - June 2014
Skills
Accounting, Auditing, Financial Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, GAAP, Internal Controls, Microsoft Word, Microsoft Office, US GAAP, QuickBooks, Financial Statements, Tax
Education
California State University-Northridge 2010 — 2013
Bachelor's degree in Accounting, Accounting
Sabrina Partridge Sabrina Partridge's Rothstein Kass KPMG LLP Experience June 2014 - August 2014
Job Tax Intern at EY
Industry Accounting
Experience
EY June 2015 - August 2015
UCLA Dashew Center October 2013 - March 2015
Rothstein Kass KPMG LLP June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Financial Reporting, Management
Education
University of California, Los Angeles 2011 — 2015
B.A., Business Economics
EY June 2015 - August 2015
UCLA Dashew Center October 2013 - March 2015
Rothstein Kass KPMG LLP June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Financial Reporting, Management
Education
University of California, Los Angeles 2011 — 2015
B.A., Business Economics
Anna Roberts Anna Roberts's Rothstein Kass KPMG LLP Experience November 2011 - June 2014
Job AVP, Shareholder Financial Reporting
Industry Banking
Experience
Bank of the West November 2014 - Present
KPMG US July 2014 - October 2014
Rothstein Kass KPMG LLP November 2011 - June 2014
Education
Southern Methodist University
Bachelor's Degree, Accounting
Bank of the West November 2014 - Present
KPMG US July 2014 - October 2014
Rothstein Kass KPMG LLP November 2011 - June 2014
Education
Southern Methodist University
Bachelor's Degree, Accounting
Danny Peso Danny Peso's Rothstein Kass KPMG LLP Experience April 2004 - April 2005
Job Investigator at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) April 2006 - Present
Prudential Financial April 2005 - April 2006
Rothstein Kass KPMG LLP April 2004 - April 2005
Skills
FFIEC, Securities Regulation, Anti Money Laundering, FINRA, Project Management, Regulatory Compliance, Securities Fraud, SEC, Fraud Investigations, Securities Litigation, Risk Management, Risk Compliance, CFTC, Microsoft Office, Strategic Planning, Management, Customer Service, Finance, Financial Services, Banking, Securities, Fraud, Equities, Mutual Funds, Due Diligence, Investments, Series 7
Education
Montclair State University
Bachelor's Degree, Accounting and Finance
Financial Industry Regulatory Authority (FINRA) April 2006 - Present
Prudential Financial April 2005 - April 2006
Rothstein Kass KPMG LLP April 2004 - April 2005
Skills
FFIEC, Securities Regulation, Anti Money Laundering, FINRA, Project Management, Regulatory Compliance, Securities Fraud, SEC, Fraud Investigations, Securities Litigation, Risk Management, Risk Compliance, CFTC, Microsoft Office, Strategic Planning, Management, Customer Service, Finance, Financial Services, Banking, Securities, Fraud, Equities, Mutual Funds, Due Diligence, Investments, Series 7
Education
Montclair State University
Bachelor's Degree, Accounting and Finance
Erik Edson Erik Edson's Rothstein Kass KPMG LLP Experience September 2005 - June 2014
Job Senior Audit Manager at Richey May & Co., LLP
Industry Accounting
Experience
Richey May & Co., LLP July 2014 - Present
Rothstein Kass KPMG LLP September 2005 - June 2014
Skills
Hedge Funds, Auditing, Private Equity, Valuation, GAAP, Accounting
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Richey May & Co., LLP July 2014 - Present
Rothstein Kass KPMG LLP September 2005 - June 2014
Skills
Hedge Funds, Auditing, Private Equity, Valuation, GAAP, Accounting
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Scott Lai, CPA Scott Lai, CPA's Rothstein Kass KPMG LLP Experience 2004 - 2005
Job Corporate Controller at Artissimo Designs
Industry Consumer Goods
Experience
Artissimo Designs June 2014 - Present
NAC Marketing Company LLC September 2013 - September 2014
Quadriga Americas September 2011 - September 2013
NxSystems LLC - merged with Quadriga Worldwide in Sept 2011 January 2011 - September 2011
Aisin Holdings of America, Inc November 2006 - 2010
PricewaterhouseCoopers, LLP 2005 - 2006
Rothstein Kass KPMG LLP 2004 - 2005
Skills
Post Acquisition..., US GAAP, Financial Reporting, SEC filings, Forecasting, Revenue Recognition, CPA, Financial Analysis, Internal Controls, Accounting, Cost Accounting, Hyperion Enterprise, Finance, Sarbanes-Oxley Act, SOX 404, Financial Forecasting, Due Diligence, Mergers & Acquisitions, Corporate Tax, Account Reconciliation, IFRS, Cash Flow, Strategic Financial..., Operational Turnaround, Finacial Management, Project Management, Cross-functional Team..., Canadian Securities..., Canadian GAAP, Supply Chain Management, Toyota Way, Automotive, Hedge Funds, Foreign Exchange Risk..., Private Equity, Financial Audits, Planning Budgeting &..., Consolidated Financial..., Human Resources, Treasury Management, Corporate Finance, Corporate Governance, Strategy, Business Development, Investor Relations, External Audit, Internal Audit, General Operations, International Business..., SEC Filings
Education
University of California, Los Angeles 1997 — 2000
Bachelor's Degree, Business Economics
University of California, Los Angeles
Bachelor of Arts (B.A.), Business Economics
Artissimo Designs June 2014 - Present
NAC Marketing Company LLC September 2013 - September 2014
Quadriga Americas September 2011 - September 2013
NxSystems LLC - merged with Quadriga Worldwide in Sept 2011 January 2011 - September 2011
Aisin Holdings of America, Inc November 2006 - 2010
PricewaterhouseCoopers, LLP 2005 - 2006
Rothstein Kass KPMG LLP 2004 - 2005
Skills
Post Acquisition..., US GAAP, Financial Reporting, SEC filings, Forecasting, Revenue Recognition, CPA, Financial Analysis, Internal Controls, Accounting, Cost Accounting, Hyperion Enterprise, Finance, Sarbanes-Oxley Act, SOX 404, Financial Forecasting, Due Diligence, Mergers & Acquisitions, Corporate Tax, Account Reconciliation, IFRS, Cash Flow, Strategic Financial..., Operational Turnaround, Finacial Management, Project Management, Cross-functional Team..., Canadian Securities..., Canadian GAAP, Supply Chain Management, Toyota Way, Automotive, Hedge Funds, Foreign Exchange Risk..., Private Equity, Financial Audits, Planning Budgeting &..., Consolidated Financial..., Human Resources, Treasury Management, Corporate Finance, Corporate Governance, Strategy, Business Development, Investor Relations, External Audit, Internal Audit, General Operations, International Business..., SEC Filings
Education
University of California, Los Angeles 1997 — 2000
Bachelor's Degree, Business Economics
University of California, Los Angeles
Bachelor of Arts (B.A.), Business Economics
Alice Ree's Rothstein Kass KPMG LLP Experience June 2014 - July 2014
Job Financial Service Tax Intern
Industry Accounting
Experience
KPMG US February 2015 - April 2015
KPMG US July 2014 - August 2014
Rothstein Kass KPMG LLP June 2014 - July 2014
Allied Building Products December 2013 - January 2014
Hewlett-Packard October 2013 - December 2013
Revlon September 2013 - October 2013
MeeLocal August 2013 - October 2013
Allied Building Products June 2013 - August 2013
Rothstein Kass June 2013 - June 2013
Kaplan Test Prep and Admissions May 2011 - September 2012
Skills
Leadership, Public Speaking, Facebook, Social Networking, Advertising, PowerPoint, Social Media, Fundraising, Microsoft Office, Research, Teaching, Sales, Marketing, Access, Microsoft Excel, Retail, Teamwork, Sarbanes-Oxley, CRM, Microsoft Word, Retail Sales, Guerrilla Marketing, Trend, TeamMate, Visio, EWP, Outlook, GoSystems, Lead Generation, Team Leadership, CCH ProSystem fx, Presentations, Team Building
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
Bachelor of Science (B.S.), Accounting, Marketing
Rutherford High School 2006 — 2010
KPMG US February 2015 - April 2015
KPMG US July 2014 - August 2014
Rothstein Kass KPMG LLP June 2014 - July 2014
Allied Building Products December 2013 - January 2014
Hewlett-Packard October 2013 - December 2013
Revlon September 2013 - October 2013
MeeLocal August 2013 - October 2013
Allied Building Products June 2013 - August 2013
Rothstein Kass June 2013 - June 2013
Kaplan Test Prep and Admissions May 2011 - September 2012
Skills
Leadership, Public Speaking, Facebook, Social Networking, Advertising, PowerPoint, Social Media, Fundraising, Microsoft Office, Research, Teaching, Sales, Marketing, Access, Microsoft Excel, Retail, Teamwork, Sarbanes-Oxley, CRM, Microsoft Word, Retail Sales, Guerrilla Marketing, Trend, TeamMate, Visio, EWP, Outlook, GoSystems, Lead Generation, Team Leadership, CCH ProSystem fx, Presentations, Team Building
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
Bachelor of Science (B.S.), Accounting, Marketing
Rutherford High School 2006 — 2010
Darren Mekkawy Darren Mekkawy's Rothstein Kass KPMG LLP Experience June 2013 - August 2013
Job Audit Associate
Industry Accounting
Experience
KPMG US October 2014 - Present
Rothstein Kass KPMG LLP June 2013 - August 2013
Hungrybuffs.com August 2011 - November 2012
Morgan Joseph TriArtisan LLC June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Research, Accounting, Finance, Financial Analysis, Marketing, Microsoft Word, PowerPoint, Social Networking
Education
Florida Atlantic University 2013 — 2014
Master of Accounting, Accounting
University of Colorado at Boulder 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
KPMG US October 2014 - Present
Rothstein Kass KPMG LLP June 2013 - August 2013
Hungrybuffs.com August 2011 - November 2012
Morgan Joseph TriArtisan LLC June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Research, Accounting, Finance, Financial Analysis, Marketing, Microsoft Word, PowerPoint, Social Networking
Education
Florida Atlantic University 2013 — 2014
Master of Accounting, Accounting
University of Colorado at Boulder 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Trevor Shepperd Trevor Shepperd's Rothstein Kass KPMG LLP Experience December 2013 - June 2014
Job Senior Tax Associate, KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass KPMG LLP December 2013 - June 2014
KRG & Associates, P.C. August 2010 - December 2013
Wells Fargo June 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Financial Reporting, Accounting, QuickBooks, US GAAP, Tax Accounting, Auditing, Tax Preparation, Corporate Tax, GAAP
Education
Iowa State University 2003 — 2008
Bachelor of Science (BS), Accounting
KPMG US July 2014 - Present
Rothstein Kass KPMG LLP December 2013 - June 2014
KRG & Associates, P.C. August 2010 - December 2013
Wells Fargo June 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Financial Reporting, Accounting, QuickBooks, US GAAP, Tax Accounting, Auditing, Tax Preparation, Corporate Tax, GAAP
Education
Iowa State University 2003 — 2008
Bachelor of Science (BS), Accounting
Atra Rouzbehnia Atra Rouzbehnia's Rothstein Kass KPMG LLP Experience November 2010 - December 2013
Job Senior Analyst at Guggenheim Partners
Industry Accounting
Experience
Guggenheim Partners December 2013 - Present
Rothstein Kass KPMG LLP November 2010 - December 2013
Sun Chemical January 2009 - October 2010
Skills
GAAP, Microsoft Word, Microsoft Excel, Accounting, Financial Reporting, Tax, Account Reconciliation, Auditing, CPA, Financial Accounting, Financial Analysis, General Ledger, SEC filings, Internal Controls, US GAAP, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
BS, Accounting and Finance
Guggenheim Partners December 2013 - Present
Rothstein Kass KPMG LLP November 2010 - December 2013
Sun Chemical January 2009 - October 2010
Skills
GAAP, Microsoft Word, Microsoft Excel, Accounting, Financial Reporting, Tax, Account Reconciliation, Auditing, CPA, Financial Accounting, Financial Analysis, General Ledger, SEC filings, Internal Controls, US GAAP, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
BS, Accounting and Finance
Caroline Caruso's Rothstein Kass KPMG LLP Experience January 2004 - January 2005
Job Vice President at Citi
Industry Accounting
Experience
Citi Hedge Fund Services North America, Inc. January 2004 - Present
BISYS Fund Services January 2005 - January 2008
Rothstein Kass KPMG LLP January 2004 - January 2005
Skills
Fund Of Funds, Hedge Funds, Private Equity, Accounting, Alternative Investments, Equities, Tax, Investments, Financial Markets, Vendor Management, Business Analysis, Financial Services, US GAAP, Valuation, Financial Analysis, Bloomberg
Education
Loyola College in Maryland 1999 — 2003
Economics, Economics
Citi Hedge Fund Services North America, Inc. January 2004 - Present
BISYS Fund Services January 2005 - January 2008
Rothstein Kass KPMG LLP January 2004 - January 2005
Skills
Fund Of Funds, Hedge Funds, Private Equity, Accounting, Alternative Investments, Equities, Tax, Investments, Financial Markets, Vendor Management, Business Analysis, Financial Services, US GAAP, Valuation, Financial Analysis, Bloomberg
Education
Loyola College in Maryland 1999 — 2003
Economics, Economics
Vivian C Chien, CPA's Rothstein Kass KPMG LLP Experience 2002 - 2004
Job CPA
Industry Information Services
Experience
Kranz & Associates 2013 - October 2015
Novartis 2010 - 2013
Capricorn Investment Group, LLC 2009 - 2010
Stockbridge Capital Group 2006 - 2008
KPMG 2004 - 2006
Rothstein Kass KPMG LLP 2002 - 2004
Skills
excel, Completion of two..., Financial Analysis, Financial Reporting, Auditing, Accounting, Financial Modeling, Financial Accounting, General Ledger, Business Strategy, Account Reconciliation, Process Improvement, Data Analysis, Analysis, Microsoft Excel, Sarbanes-Oxley Act, IFRS, GAAP, US GAAP, Internal Controls, Revenue Recognition, SEC filings, Private Equity, Sarbanes-Oxley, Big 4, Tax Research, Managerial Finance, Financial Statements, Variance Analysis, Assurance, Partnership Taxation, Valuation, Income Tax, Mergers & Acquisitions, Hyperion Enterprise, CPA, Internal Audit, Tax, Forecasting, External Audit, Accounts Payable, Corporate Finance, Corporate Tax, Cost Accounting, Consolidation, QuickBooks, Tax Preparation, Cash Flow, Due Diligence, Tax Returns
Education
Northwestern University
Database and Internet Technologies
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (BS), Accounting and Finance
Kranz & Associates 2013 - October 2015
Novartis 2010 - 2013
Capricorn Investment Group, LLC 2009 - 2010
Stockbridge Capital Group 2006 - 2008
KPMG 2004 - 2006
Rothstein Kass KPMG LLP 2002 - 2004
Skills
excel, Completion of two..., Financial Analysis, Financial Reporting, Auditing, Accounting, Financial Modeling, Financial Accounting, General Ledger, Business Strategy, Account Reconciliation, Process Improvement, Data Analysis, Analysis, Microsoft Excel, Sarbanes-Oxley Act, IFRS, GAAP, US GAAP, Internal Controls, Revenue Recognition, SEC filings, Private Equity, Sarbanes-Oxley, Big 4, Tax Research, Managerial Finance, Financial Statements, Variance Analysis, Assurance, Partnership Taxation, Valuation, Income Tax, Mergers & Acquisitions, Hyperion Enterprise, CPA, Internal Audit, Tax, Forecasting, External Audit, Accounts Payable, Corporate Finance, Corporate Tax, Cost Accounting, Consolidation, QuickBooks, Tax Preparation, Cash Flow, Due Diligence, Tax Returns
Education
Northwestern University
Database and Internet Technologies
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (BS), Accounting and Finance
Thien Vo Thien Vo's Rothstein Kass KPMG LLP Experience June 2012 - August 2012
Job Accounting Analyst at HORN Company (formerly E.T. Horn)
Industry Accounting
Experience
HORN Company (formerly E.T. Horn) February 2014 - Present
New Choice Contractors September 2013 - January 2014
D.C Library Cafe June 2009 - September 2013
Rothstein Kass KPMG LLP June 2012 - August 2012
Skills
Tax Preparation, Account Reconciliation, Data Entry, Financial Statements, QuickBooks, Income Tax, Analysis, Financial Reporting, Tax, Peachtree, Auditing, Accounting, General Ledger, Invoicing
Education
California State University-Northridge 2008 — 2013
Bachelor of Science (BS), Accountancy
HORN Company (formerly E.T. Horn) February 2014 - Present
New Choice Contractors September 2013 - January 2014
D.C Library Cafe June 2009 - September 2013
Rothstein Kass KPMG LLP June 2012 - August 2012
Skills
Tax Preparation, Account Reconciliation, Data Entry, Financial Statements, QuickBooks, Income Tax, Analysis, Financial Reporting, Tax, Peachtree, Auditing, Accounting, General Ledger, Invoicing
Education
California State University-Northridge 2008 — 2013
Bachelor of Science (BS), Accountancy
Renee Schwacke's Rothstein Kass KPMG LLP Experience June 2013 - August 2013
Job Northeast Assurance at EY
Industry Accounting
Experience
EY July 2014 - Present
Rothstein Kass KPMG LLP June 2013 - August 2013
ENT and Allergy Associates May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Customer Service, Accounting, Accounts Receivable, Financial Statements, Financial Reporting, Financial Analysis, Spreadsheets, Blogging, Market Research, Microsoft Office, Outlook, Social Media Marketing, Accounts Payable, Leadership, Public Relations, Time Management, Marketing, Project Management, English, PowerPoint, Credit, Financial Audits, Access, Payroll, Teamwork, Editing, Nonprofits, QuickBooks, Budgets, Sales Operations, Data Entry, Marketing Communications, Analysis, Windows, Social Networking, Financial Modeling, Teaching, Financial Statement..., Team Leadership, Fundraising, Facebook, Event Management, Management, Research, Public Speaking, Data Analysis, Social Media
Education
Boston University 2010 — 2014
Bachelor's Degree, Business Adminstration, Accounting and Business Law, Magna Cum Laude
EY July 2014 - Present
Rothstein Kass KPMG LLP June 2013 - August 2013
ENT and Allergy Associates May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Customer Service, Accounting, Accounts Receivable, Financial Statements, Financial Reporting, Financial Analysis, Spreadsheets, Blogging, Market Research, Microsoft Office, Outlook, Social Media Marketing, Accounts Payable, Leadership, Public Relations, Time Management, Marketing, Project Management, English, PowerPoint, Credit, Financial Audits, Access, Payroll, Teamwork, Editing, Nonprofits, QuickBooks, Budgets, Sales Operations, Data Entry, Marketing Communications, Analysis, Windows, Social Networking, Financial Modeling, Teaching, Financial Statement..., Team Leadership, Fundraising, Facebook, Event Management, Management, Research, Public Speaking, Data Analysis, Social Media
Education
Boston University 2010 — 2014
Bachelor's Degree, Business Adminstration, Accounting and Business Law, Magna Cum Laude
Harry Golematis's Rothstein Kass KPMG LLP Experience 2011 - July 2014
Job Senior Tax Manager at KPMG
Industry Accounting
Experience
KPMG July 2014 - Present
Rothstein Kass KPMG LLP 2011 - July 2014
EisnerAmper LLP April 2010 - May 2011
Deloitte Tax, LLP 1996 - April 2010
Skills
International Tax, Tax, Tax Research, Income Tax, Sarbanes-Oxley Act, Due Diligence, Partnership Taxation, Internal Controls, General Ledger, Tax Accounting, Accounting, Corporate Tax, State Tax, CPA, US GAAP, US Tax, Financial Reporting, QuickBooks, GAAP, Tax Returns, Financial Analysis, IRS, Tax Preparation, Tax Law, Finance, FIN 48, Big 4, SEC filings, Sales Tax, Auditing, Tax Advisory, Private Equity, Financial Accounting
Education
Seton Hall University School of Law 2001 — 2005
JD, Law
Fairleigh Dickinson University
Master of Business Administration (MBA)
Fairleigh Dickinson University
Bachelor of Science (BS), Accounting
KPMG July 2014 - Present
Rothstein Kass KPMG LLP 2011 - July 2014
EisnerAmper LLP April 2010 - May 2011
Deloitte Tax, LLP 1996 - April 2010
Skills
International Tax, Tax, Tax Research, Income Tax, Sarbanes-Oxley Act, Due Diligence, Partnership Taxation, Internal Controls, General Ledger, Tax Accounting, Accounting, Corporate Tax, State Tax, CPA, US GAAP, US Tax, Financial Reporting, QuickBooks, GAAP, Tax Returns, Financial Analysis, IRS, Tax Preparation, Tax Law, Finance, FIN 48, Big 4, SEC filings, Sales Tax, Auditing, Tax Advisory, Private Equity, Financial Accounting
Education
Seton Hall University School of Law 2001 — 2005
JD, Law
Fairleigh Dickinson University
Master of Business Administration (MBA)
Fairleigh Dickinson University
Bachelor of Science (BS), Accounting
Jason Rueda's Rothstein Kass KPMG LLP Experience January 2003 - March 2003
Job NA & LATAM Head of Resiliency at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. January 2015 - June 2015
JPMorgan Chase January 2014 - January 2015
JPMorgan Chase & Co. July 2011 - January 2014
Technisource June 2010 - December 2010
EMC March 2008 - February 2010
Sumitomo Mitsui Banking Corporation August 2004 - February 2008
T-Mobile May 2003 - August 2004
SAIC March 2003 - June 2003
Rothstein Kass KPMG LLP January 2003 - March 2003
Skills
Project Management, Management, Data Center, Program Management, Negotiation, Budgets, Sales, Business Analysis, Vendor Management, SDLC, ITIL, CRM, Change Management, Team Leadership, PMO, Leadership, Governance, Business Continuity, Testing, Project Portfolio..., Risk Management, Networking, Consulting, Process Improvement, Security, Cloud Computing, Infrastructure, Disaster Recovery, IT Strategy, Integration, Databases, Project Delivery, Service Delivery, Enterprise Architecture
Education
Saint Leo University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. January 2015 - June 2015
JPMorgan Chase January 2014 - January 2015
JPMorgan Chase & Co. July 2011 - January 2014
Technisource June 2010 - December 2010
EMC March 2008 - February 2010
Sumitomo Mitsui Banking Corporation August 2004 - February 2008
T-Mobile May 2003 - August 2004
SAIC March 2003 - June 2003
Rothstein Kass KPMG LLP January 2003 - March 2003
Skills
Project Management, Management, Data Center, Program Management, Negotiation, Budgets, Sales, Business Analysis, Vendor Management, SDLC, ITIL, CRM, Change Management, Team Leadership, PMO, Leadership, Governance, Business Continuity, Testing, Project Portfolio..., Risk Management, Networking, Consulting, Process Improvement, Security, Cloud Computing, Infrastructure, Disaster Recovery, IT Strategy, Integration, Databases, Project Delivery, Service Delivery, Enterprise Architecture
Education
Saint Leo University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bernadette Oliver's Rothstein Kass KPMG LLP Experience October 2008 - April 2009
Job Pursuing a career in Accounting/Finance field
Industry Accounting
Experience
U.S. Army Europe Regional Medical Command November 2011 - February 2015
Broe Real Estate Group October 2009 - December 2010
Rothstein Kass KPMG LLP October 2008 - April 2009
Design Mechanical Inc June 2008 - October 2008
Skills
MS Office Suites, Possess strong..., Accounting, Account Reconciliation, Financial Reporting, General Ledger, Financial Accounting, Financial Audits, Compilation Of..., Medical Terminology, Medical Billing, Journal Entries, Internal Controls
Education
University of Maryland University College 2012 — 2014
Master's Degree, Accounting and Financial Management
University of Denver 2004 — 2008
Bachelor's Degree, Accounting
U.S. Army Europe Regional Medical Command November 2011 - February 2015
Broe Real Estate Group October 2009 - December 2010
Rothstein Kass KPMG LLP October 2008 - April 2009
Design Mechanical Inc June 2008 - October 2008
Skills
MS Office Suites, Possess strong..., Accounting, Account Reconciliation, Financial Reporting, General Ledger, Financial Accounting, Financial Audits, Compilation Of..., Medical Terminology, Medical Billing, Journal Entries, Internal Controls
Education
University of Maryland University College 2012 — 2014
Master's Degree, Accounting and Financial Management
University of Denver 2004 — 2008
Bachelor's Degree, Accounting
Elvis Candelario, CPA's Rothstein Kass KPMG LLP Experience December 2005 - June 2014
Job Audit Manager at Rothstein Kass
Industry Accounting
Experience
KPMG US June 2014 - Present
Rothstein Kass KPMG LLP December 2005 - June 2014
Global Securitization Services, LLC December 2002 - December 2005
Skills
Accounting, Audit, Alternative Investments, Financial Reporting, Hedge Funds, Fund Of Funds, GAAP
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2002
BS, Accounting & Economics
KPMG US June 2014 - Present
Rothstein Kass KPMG LLP December 2005 - June 2014
Global Securitization Services, LLC December 2002 - December 2005
Skills
Accounting, Audit, Alternative Investments, Financial Reporting, Hedge Funds, Fund Of Funds, GAAP
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2002
BS, Accounting & Economics
Cristian Gonzalez, CPA's Rothstein Kass KPMG LLP Experience October 2007 - August 2012
Job Portfolio Controller at Hillspire, LLC
Industry Accounting
Experience
Hillspire, LLC August 2012 - Present
Rothstein Kass KPMG LLP October 2007 - August 2012
Skills
Fund Of Funds, Accounting, Tax, Auditing, Partnerships, Hedge Funds, Alternative Investments
Education
Cal Poly San Luis Obispo 2005 — 2007
BS, Business Administration - Concentration in Accounting
Hillspire, LLC August 2012 - Present
Rothstein Kass KPMG LLP October 2007 - August 2012
Skills
Fund Of Funds, Accounting, Tax, Auditing, Partnerships, Hedge Funds, Alternative Investments
Education
Cal Poly San Luis Obispo 2005 — 2007
BS, Business Administration - Concentration in Accounting