RSM McGladrey, Inc.
RSM US LLP is an audit, tax, and consulting firm, focused on the middle market in the United States and a member of the global accounting network RSM International. It is the fifth largest accounting firm in the United States. Headquarters: Chicago, IL Number of employees: 9,670 CEO: Joe Adams (2011–) Founded: 1926, Cedar Rapids, IA Type of business: Limited Liability Partnership Subsidiaries: Goldstein Golub Kessler LLP,
RSM McGladrey, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RSM McGladrey, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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RSM McGladrey, Inc. Employees
McGladrey November 2011 - Present
RSM McGladrey, Inc January 2010 - April 2010
Lamping & Associates June 2008 - August 2008
Skills
Leadership, Accounting, Customer Service, Tax Preparation, Project Planning, Financial Analysis, Microsoft Excel, Auditing, Financial Reporting, Internal Controls, Financial Accounting, PowerPoint, US GAAP, QuickBooks, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
B.S. Accountancy
Crystal Lake Central High School 2003 — 2007
Music and Arts Center 2006 - Present
JDA Software 2005 - 2005
Supernus Pharmaceuticals, Inc. 2005 - 2005
MedImmune 2004 - 2004
RSM McGladrey, Inc 2003 - 2004
JDSU 1994 - 2003
Skills
Sarbanes-Oxley Act, Accounting, SEC filings, Finance, Revenue Recognition, CPA, Management, Financial Analysis, Forecasting, Financial Reporting, Internal Controls, Managerial Finance, Auditing, Financial Accounting, Financial Modeling, US GAAP, Internal Audit, Process Improvement, Budgets, Cash Management
Education
University of Maryland College Park 1986 — 1992
Two B.S. degrees Finance and Accounting, Finance/Accounting
University of Maryland College Park 1986 — 1990
B.S., Finance, General
The Hartford October 2011 - Present
RSM McGladrey, Inc October 2008 - June 2011
The Hartford July 2006 - October 2008
Accountemps September 2004 - June 2006
RSM McGladrey, Inc March 1999 - January 2003
Petefish Farms January 1982 - January 1998
Skills
Customer Service, Software Documentation, Lotus Notes, Management, Highly detail oriented, Microsoft Office 2007, Data Recovery, Problem Solving, Accounts Payable, Time Management, Fixed Annuities, Variable Annuities, Leadership, Payroll
Education
University of Minnesota-Twin Cities
Accounting
McGladrey July 2009 - Present
RSM McGladrey Inc July 2002 - July 2009
AASM March 2000 - July 2002
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Payroll, QuickBooks, Time Management, Event Planning, Customer Service
Education
Riverland Community College 1997 — 2000
Associate of Arts and Sciences (AAS)
City of Cedar Rapids October 2009 - Present
RSM McGladrey, Inc August 2006 - August 2009
Intermec Technologies November 1995 - August 2006
Skills
SharePoint, Process Improvement, Disaster Recovery, Security, Software Documentation, Troubleshooting, Windows Server, Integration, IT Management, Visio, System Administration, Microsoft Exchange, VMware ESX, SAP R/3, Outlook, Microsoft SQL Server, Project Management, Windows, Active Directory, Requirements Analysis, Technical Support, SQL, Program Management, IT Operations, IT Strategy, Vendor Management, Software Development, Databases, Incident Management, Oracle, Government, Oracle Database..., MCSA - SQL Server 2012, Oracle Enterprise..., Microsoft SQL Server..., VMware Fusion, NetApp Filers, EMC Storage, AssetWorks FASuite, Oracle CC&B, AssetWorks FleetFocus, SSIS, Oracle Database
Education
University of Northern Iowa 1980 — 1982
Mize Houser and Company, P.A, August 2013 - Present
Kennedy and Coe, LLC September 2006 - August 2013
RSM McGladrey, Inc January 2005 - April 2005
Hunt Midwest Mining, Inc. August 1997 - June 2001
Skills
Financial Accounting, Accounting, Tax Preparation, Auditing, Consulting, Bookkeeping, Family Business, Small Business, Partnership Taxation, Tax Returns, Finance, Financial Reporting, Income Tax, Tax, CPA, GAAP, QuickBooks
Education
University of Kansas - Graduate School of Business 2005 — 2006
MAIS, Accounting and Information Systems
The University of Kansas 2001 — 2005
BAS, Accounting and Business Administration
RBC Wealth Management November 2014 - Present
Cargill August 2011 - December 2013
Compound Profit Advisors July 2009 - July 2011
RSM McGladrey, Inc May 2006 - March 2009
RSM McGladrey July 1997 - May 2006
Blue Water Hospice June 1996 - July 1997
Boornazian, Jensen & Garthe December 1995 - July 1996
Skills
Talent Acquisition, Succession Planning, Organizational..., Change Management, Performance Management, Leadership Development, Organizational..., Process Improvement, Strategic Planning, Talent Management, Team Building, Onboarding, Project Management, Business Strategy, Business Process..., Business Planning, Management, Training, Leadership, Employee Relations, Budgets, Human Resources, Program Management, Executive Management, Strategy, Employee Training, Employee Engagement, Policy, Team Leadership, Cross-functional Team..., Six Sigma, Management Consulting, Coaching, Staff Development, Instructional Design
Education
University of Minnesota - Carlson School of Management 2004 — 2008
MBA, Strategy and Operations
St. Catherine University 1998 — 2000
BS, Business - Management/Marketing
The University of Chicago Booth School of Business 2000 — 2006
Executive Education, Advanced Business Advisor Program
The Intersect Group August 2013 - Present
Communication Network Solutions, LLC January 2011 - July 2013
RSM McGladrey, Inc October 2010 - March 2011
Nortel Networks, Inc June 2004 - October 2010
Sterlinghealthcare, Inc. March 2001 - June 2004
Promotional Considerations, Inc January 1995 - April 2000
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Strategic Planning, Accounting, Account Reconciliation, Internal Controls, General Ledger, Accounts Payable, Accounts Receivable, Auditing, Budgets, Financial Analysis, Financial Reporting, Payroll, Management, Tax
Education
Virginia Commonwealth University 1992 — 1995
Bachelor of Individual Studies, Computer Science and Psychology, 4.0
The Ohio State University
No degree, Accounting and Computer Science
Baker Tilly Virchow Krause, LLP October 2012 - Present
HLB Tautges Redpath, Ltd. January 2006 - October 2012
RSM McGladrey, Inc December 1997 - November 2005
Education
North Dakota State University
B.S., Pharmacy
Sears Holdings Corporation February 2015 - Present
CDK Global (Formerly ADP) September 2014 - January 2015
ADP (Pre CDK Spinoff) September 2014 - September 2014
Sears Holdings Corporation March 2013 - September 2014
Sears Holdings Corporation June 2012 - March 2013
Sears Holdings Corporation December 2010 - June 2012
RSM McGladrey, Inc October 2008 - December 2010
AMCORE Bank February 2006 - October 2008
City of Chicago January 2005 - June 2005
Mabley Developmental Center June 2003 - August 2003
Skills
Employee Benefits, Forecasting, Financial Analysis, Benefits Administration, Accounting, Strategic Financial..., Process Improvement, Human Resources, Health Insurance, Analysis, Management, Strategy, Budgets, Finance, Financial Reporting, Leadership, Microsoft Excel, Payroll, Project Management
Education
Northern Illinois University 2010 — 2010
MBA, BUSINESS ADMINISTRATION
Northern Illinois University 2005 — 2007
BS, FINANCE
L. Harris Partners, LLC November 2010 - Present
RSM McGladrey, Inc. May 2008 - August 2010
RSM McGladrey, Inc August 2000 - May 2008
McGladrey & Pullen LLP January 1975 - August 2000
Skills
Acquisition Integration, Due Diligence, IT Audit, Succession Planning, Exit Strategies, Business Development, Cost Segregation, Profit Maximization, Real Estate, Venture Capital, Tax Accounting, Income Tax, Mergers & Acquisitions, Tax, CPA, Financial Reporting, Sarbanes-Oxley Act, Leadership, GAAP, Strategy, Finance, SEC filings, Auditing, US GAAP, Business Valuation, Internal Controls, Business Planning, Executive Management, Enterprise Risk..., Management, Tax Advisory, Accounting, Corporate Tax, Tax Preparation, Financial Statements, International Tax, Sarbanes-Oxley, Assurance, Managerial Finance, Financial Accounting, Partnership Taxation, Financial Analysis, External Audit, Tax Research, Forensic Accounting, SEC Filings, Strategic Planning, Consulting, Management Consulting
Education
University of Iowa
Bachelor of Business Administration, Accounting
Calvert School October 2012 - Present
CliftonLarsonAllen November 2009 - Present
RSM McGladrey, Inc January 2004 - October 2009
Education
Towson University 2002 — 2006
Bachelors, Accounting
TJ High
Allergan December 2010 - Present
RSM McGladrey, Inc June 2009 - October 2010
KPMG Peat Marwick February 2008 - June 2009
Deloitte Tax LLP December 2002 - February 2008
Ernst & Young November 1998 - December 2002
Education
University of Southern California - Marshall School of Business 2002 — 2005
Masters Business
University of California, Riverside 1990 — 1994
BS Business Administration
MARC Applied Research Concepts January 2014 - Present
IBM November 2013 - January 2014
IBM March 2012 - November 2013
IBM January 2009 - February 2012
IBM April 2007 - December 2008
IBM October 2002 - March 2007
PricewaterhouseCoopers LLP November 1989 - September 2002
San Antonio Savings Association November 1985 - October 1989
RSM McGladrey, Inc May 1984 - October 1985
Skills
IT Strategy, SAP R/3, Corporate Tax, Estate Planning, Software Verification, International Accounting, IBM SOA, BDD, Rational, Real Time, Software Architecture, Circuit Verification, Hadoop, iOS Development
Education
Southern Methodist University 2013 — 2015
Doctor of Philosophy (PhD) - Computer Science, Computer Software Engineering
The University of Texas at Dallas - School of Engineering 2013 — 2013
Graduate Courses, Software Engineering
The University of Texas at San Antonio 1988 — 1989
MPAProg, Accounting - Taxation
Certified Public Accountant
CPA, State of Texas
St. Mary's University 1984 — 1985
MBA, Computer Systems Management
St. Mary's University
BBA, Second Concentration Accounting
St. Mary's University 1979 — 1983
BBA, Computer Systems Management
American School Foundation Mexico City 1975 — 1979
High School
BDO USA, LLP December 2013 - Present
Krais Tax Consulting, LLC 2009 - May 2013
Buchbinder Tunick & Company LLP January 2011 - May 2011
McGladrey & Pullen September 2006 - February 2009
RSM McGladrey, Inc January 2005 - September 2006
Skills
Bookkeeping, Financial Analysis, QuickBooks, Account Reconciliation, Variance Analysis, Cash Flow, Tax Accounting, Partnership Tax Returns, Corporate Tax, Financial Statements, Performance Reviews, Compilation, Auditing, Partnership Taxation
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Accaounting and Finance
Global Atlantic Financial Group Limited October 2013 - Present
Prudential Financial January 2012 - March 2013
RSM McGladrey, Inc December 2010 - December 2011
Marcum LLP October 2007 - December 2010
Wilbur Smith Associates January 2006 - October 2007
Yale Law School July 2002 - September 2005
Shore Publishing Newspapers August 2001 - July 2002
Skills
Writing, Editing, Proofreading, Internal Communications, Proposal Writing, Ghostwriting, Project Management, Account Management, Relationship Management, Marketing, Training, Management, CRM, Email Marketing, Strategic Communications, Program Management, Business Development, Marketing Communications, Analysis, Corporate Communications
Education
University of Notre Dame 1997 — 2001
Bachelor's Degree, English, Graduated cum laude
Quinnipiac University 2003 — 2005
MS, Journalism
Cummings & Lockwood August 2012 - Present
Dechert LLP August 2007 - August 2012
Kilpatrick Stockton LLP September 2005 - June 2007
Red Hat, Inc April 2001 - August 2002
PlanetPortal.com January 2000 - March 2001
RSM McGladrey, Inc March 1999 - January 2000
Sidley Austin LLP May 1997 - March 1999
Giant Steps Media June 1995 - May 1997
Education
Tulane University Law School
Juris Doctor
Northwestern University
Bachelor of Science, Journalism
Wojeski & Company CPAs, P.C. October 2011 - Present
Sheehan & Company October 1999 - October 2011
RSM McGladrey, Inc 1998 - 1999
Skills
Tax, CPA, Income Tax, Tax Preparation, ProSystem fx Tax, Tax Returns, Corporate Tax, Tax Research, High Net Worth..., Expatriate Tax, Non Resident Alien Tax, Tax Accounting, Mergers & Acquisitions, Small Business
Education
University of Illinois at Urbana-Champaign 1996 — 1998
MS-Tax, Accounting/Taxation
Rutgers University-New Brunswick 1988 — 1993
BS, Management
ROI Business Services, LLC January 2004 - Present
Pendum, Inc. September 2003 - June 2006
RSM McGladrey, Inc September 1997 - October 2001
Skills
Income Tax, International Tax, Business Tax Planning, Small Business Tax, Tax Preparation, Tax Advisory, Partnership Taxation, S Corporations, Corporate Tax, State Tax, State Tax Planning, Tax Research, Start-ups, Internal Controls, Accounting, CPA, Mergers & Acquisitions, Estate Planning, High Net Worth..., Small Business, Management Consulting, Tax Law, Tax Returns, Account Reconciliation, Financial Planners, Tax, Tax Accounting, Finance, Payroll, Financial Reporting, Accountants, Bookkeeping, Corporate Finance, QuickBooks, General Ledger, Business Valuation, Estate Tax Planning, Personal Tax Planning, Cost Segregation, Strategic Financial..., Sales Tax, Transfer Pricing, Preparation, Cash Flow, LLC
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1996
MS, Taxation
University of Illinois at Urbana-Champaign - College of Business 1987 — 1992
BS, Accounting
CliftonLarsonAllen July 2013 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. November 2005 - July 2013
RSM McGladrey, Inc January 1997 - November 2005
Skills
Accounting, Tax Research, Corporate Tax, CPA, State Tax, Use Tax, Tax, Fixed Assets, Strategic Planning, S Corporations, Tax Returns, Financial Statements, General Ledger, Auditing, Tax Accounting, SEC filings, US Tax, Partnership Taxation, Income Tax, GAAP, Tax Preparation
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBT, Business & Taxation
University of St. Thomas 1993 — 1997
BA, Accounting
TRACE International, Inc. July 2010 - March 2013
RSM McGladrey, Inc November 2009 - June 2010
T Rowe Price July 2007 - November 2009
Skills
FCPA, Due Diligence, Corporate Governance, Legal Research, Anti-corruption, OFAC, Corporate Law, Legal Compliance, International Law, AML
Education
The Johns Hopkins University - Carey Business School 2004 — 2007
BS, Business and Management
Accenture May 2015 - Present
Grant Thornton LLP July 2012 - May 2015
Blue Canopy November 2011 - June 2012
MedStar Health, Inc November 2008 - November 2011
SB & Company, LLC April 2007 - August 2008
RSM McGladrey Inc December 2004 - April 2007
BDO Seidman, LLP September 2001 - November 2004
Skills
Security Audits, Risk Management, Security Management, Firewalls, Active Directory, XP, Visio, DNS, Security, IT Audit, Information Security, Information Technology, Internal Controls, Sarbanes-Oxley Act, Auditing, Management, Penetration Testing, Networking, Access, Internal Audit
Education
University of Maryland University College 2007 — 2009
Master of Science, Accounting & Information Technology
University of Maryland University College 2002 — 2005
Bachelor of Science, Information Systems Management
Havas Edge November 2013 - Present
LPL Financial June 2012 - November 2012
RSM McGladrey Inc. May 2006 - December 2011
American Express - TBS April 2003 - April 2006
American Express - TBS February 2001 - March 2003
American Express - TBS 1999 - 2001
American Express - TBS 1992 - 1999
Skills
Strategic Planning, Mergers, Budgeting, Negotiation, Divestitures, Valuation, Financial Analysis, Forecasting, Financial Reporting, Change Management, Team Building, Financial Modeling, Due Diligence, Acquisition Integration, Accounting, Cross-functional Team..., Customer Relations, Excel, Planning, Coaching, Business Planning, Competitive Analysis, Leadership, Budgets, Mergers & Acquisitions, Corporate Finance, Customer Service, Business Strategy, Business Valuation, Strategic Financial..., Strategy, Start-ups, Management, Process Improvement, Microsoft Excel, Finance, Analysis, Executive Management, Management Consulting, SEC filings, Integration, Tax, Internal Audit, Private Equity, Sarbanes-Oxley Act, Internal Controls, Project Planning, Business Process..., Risk Management, Pricing
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
BBA, Finance
Alliance, Inc. February 2015 - Present
Gross, Mendelsohn & Associates, P.A. December 2012 - February 2015
SC&H Group September 2011 - June 2012
SC&H Group June 2009 - September 2011
SC&H Group January 2009 - June 2009
RSM McGladrey, Inc January 2008 - April 2008
Weil, Akman, Baylin & Coleman, P.A. June 2007 - September 2007
Skills
Corporate Tax, Quickbooks, Tax, Tax Compliance, Income Tax, Excel, PowerPoint, Teamwork, Interpersonal Skill, Contract Audits, Communication, Microsoft Excel, QuickBooks, Auditing, Tax Returns, Accounting, Accounts Receivable, Financial Reporting, CPA, Fixed Assets, Tax Preparation, State Tax, ProSystem fx Tax, GAAP, Financial Statements
Education
Stevenson University 2009 — 2011
Masters of Science, Forensic Studies focused in Accounting
Villa Julie College 2005 — 2009
Bachelor of Science, Accounting
HKG, LLP September 2014 - Present
Wiegel, Szekel and Frisby December 2013 - August 2014
Arnel Development Company July 2011 - November 2013
Windes & McClaughry Accountancy Corporation November 2008 - June 2011
RSM McGladrey, Inc October 2006 - October 2008
Education
San Diego State University-California State University 1998 — 2003
B.S, Accounting/Int'l Finance
Irvine High
Citigroup/PWC February 2012 - Present
BNY Mellon November 2006 - August 2011
RSM McGladrey, Inc January 2005 - November 2006
Gfinancial LLC f March 2002 - April 2004
Deloitte & Touche LLP September 1999 - November 2001
Deloitte & Touche LLP January 1998 - September 1999
Skills
HEDGE FUND TAX, US partnership income..., Private Equity, Tax, Tax Research, GAAP, Tax Returns, SEC filings, Accounting
Education
New Jersey City University 1991 — 1995
BS, Accounting
ASARCO August 2011 - Present
RSM McGladrey October 2005 - June 2010
RSM McGladrey, Inc October 2005 - June 2010
Woods & Dwyer PLC, CPA's July 2002 - May 2004
Arthur Andersen, LLP May 2001 - July 2002
Skills
Due Diligence, US GAAP, Financial Statements, Financial Reporting, Internal Controls, Accounting, Financial Analysis, Forecasting, Business Process..., Process Improvement, Internal Audit, Auditing, Budget, Managerial Finance, Risk Management, Finance, Financial Modeling, Sarbanes-Oxley Act, Mergers, Business Strategy, Financial Audits
Education
University of Arizona 1996 — 2000
Bachelor of Science, Administration; Accounting; Accounting
Tecnológico de Monterrey 2000 — 2000
International Business
Fullscope October 2013 - Present
Tribridge January 2013 - July 2013
Tribridge August 2011 - January 2013
BCG Systems October 2009 - August 2011
SSi Consulting November 2008 - October 2009
OmniVue Business Solutions May 2007 - November 2008
RSM McGladrey Inc September 2003 - April 2007
RSM McGladrey Inc November 1999 - August 2003
The Zeal Group December 1997 - November 1999
TeleSpectrum Worldwide Inc February 1997 - December 1997
Skills
Great Plains Software, Great Plains, Business Process, Financial Reporting, Process Engineering, Dynamics, Microsoft Dynamics, SQL Server, Crystal Reports, Accounts Payable, Accounts Receivable, Inventory Management, Budgeting, Accounting, Microsoft SQL Server, SSRS, CRM, Financials, Integration, Axapta, Analysis, Microsoft CRM, Microsoft Dynamics GP, Microsoft Dynamics AX
Education
Southern Illinois University, Carbondale 1986 — 1988
BS, Accounting
Southern Illinois University, Carbondale 1986 — 1988
Bachelor's Degree, Accounting
Aviation Financial Consulting, LLC April 2009 - Present
RSM McGladrey, Inc January 2007 - March 2009
McGladrey & Pullen, LLP January 2007 - March 2009
PRA International February 2006 - January 2007
Dassault Falcon Jet February 1990 - February 2006
Wiss & Company, LLP May 1987 - February 1990
Becher, Della Torre and Gitto June 1985 - May 1987
Skills
FAS 5, Tax, Corporate Tax, Aviation, US Tax, CPA, Sales Tax, Accounting, GAAP, Tax Accounting, Income Tax, FAS109, Tax Advisory, FIN 48, Management Consulting, General Aviation, Corporate Aircraft, Aircraft Acquisitions, Business Aviation, Private Aviation, Tax Law, Tax Research, State Tax, Finance, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, SEC filings, International Tax, Cash Management, Tax Preparation, Financial Reporting, Financial Accounting, US GAAP, Due Diligence, Financial Analysis, Restructuring
Education
Seton Hall University 1994 — 1996
Masters, Taxation
Rider University 1981 — 1985
BS in Commerce, Accounting
Waubun Insurance Agency January 2012 - Present
Midwest Bank Insurance Agency November 2004 - December 2011
Jennifer H. Thompson Agency September 2003 - November 2004
Deluxe Corporation January 2003 - June 2003
RSM McGladrey, Inc September 2001 - October 2002
American Public Power Association November 1998 - August 2001
Skills
Fundraising, Insurance, Workers Compensation, Health Insurance, Underwriting, Employee Benefits, Customer Service, Marketing, Editing, Small Business, Program Management, Interviews, Event Planning, Management, Public Speaking, Sales, Social Media, Strategic Planning, Team Building, Leadership
Education
University of Minnesota 1996 — 1998
Bachelor of Arts; Bachelor of Arts, Political Science; English
University of Miami 1994 — 1996
COURSEWORK TOWARDS DEGREE, MARINE SCIENCE/BIOLOGY
Minnesota State University, Moorhead 1995 — 1997
Coursework towards degree, Political Science and Government
CA Technologies April 2014 - Present
CA Technologies September 2013 - Present
Taos September 2012 - September 2013
Hitachi Data Systems 2012 - 2013
AsTech Consulting 2009 - 2012
Wells Fargo 2009 - 2011
RSM McGladrey Inc. 2004 - 2009
Skills
CISSP, CISA, Risk Analysis, Compliance Testing, Risk Mitigation, Security, CISM, ISO 27001, Information Security..., IT Audit, PCI DSS, Information Security..., COBIT, BS7799, Information Assurance, Security Audits, Data Privacy, Security Awareness, Vulnerability Management, Privacy, IT Governance, Network Security, Vulnerability Assessment, Disaster Recovery, Risk, Physical Security, Mitigation, ITIL, BS25999, Risk Management, Information Security, Financial Risk, Governance, Security Architecture..., Risk Assessment, Penetration Testing, Encryption, Web Application Security, Application Security, IT Management, Identity Management, Privacy Law, IT Risk Management, SaaS, Computer Security, Data Security, Information Technology, Cloud Security, PKI, Security Management
Education
San Jose State University
B.A., Mathematics
Exelon Nuclear October 2014 - Present
McGladrey LLP May 2011 - September 2014
RSM McGladrey Inc January 2011 - April 2011
Skills
International Tax, Tax Research, CPA, Accounting, ProSystem fx Tax, Microsoft Office, Canadian Income Tax, International Tax..., Expatriate Tax, Tax Law, US GAAP, Microsoft Word, Tax Preparation, Financial Statements, Financial Accounting, PowerPoint, Tax Returns, Tax, Financial Modeling, Income Tax, Process Improvement, S Corporations, Corporate Finance, Tax Accounting, FIN 48, Partnership Taxation, Microsoft Excel, US Tax, Internal Controls, Financial Analysis, Accounts Payable, IFRS, Access, QuickBooks, Tax Advisory, Corporate Tax, Superior Client Service, CCH ProSystem fx
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2010
Estes Armstrong Earley LLC October 2009 - Present
RSM McGladrey, Inc 2007 - 2009
Skills
New Business Development, Tax Compliance, Strategic Consulting, Tax Preparation, Income Tax, Sales Tax, Accounting, Payroll Taxes, Business Planning, Small Business..., Tax
Education
Texas Christian University 2006 — 2007
Master's Degree, Accounting
University of North Texas 2004 — 2006
Bachelor's Degree, Accounting
University of Oklahoma 2002 — 2004
Thomas, Judy & Tucker, P.A. 2012 - Present
Deloitte September 2011 - 2012
RSM McGladrey, Inc October 2010 - August 2011
The Dilweg Companies October 2009 - July 2010
Kenan-Flagler Business School August 2009 - April 2010
RSM McGladrey, Inc June 2009 - August 2009
Coleman Huntoon Charamut & Brown January 2007 - May 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
Bachelor of Science, Business Administration
Staines, Wiley & Schutz, LLC January 2008 - Present
RSM McGladrey, Inc August 2002 - December 2007
American Express Tax & Business Services October 1998 - July 2004
Skills
Financial Reporting, CPA, Accounting, Tax, Financial Analysis, Income Tax, Tax Preparation, Partnership Taxation, Tax Research, Real Estate, Small Business
Education
Towson University 1993 — 1997
BS, Accounting
Arundel High School
360 Cloud Solutions June 2015 - Present
Mallinckrodt Pharmaceuticals July 2012 - June 2015
Sisters of Mercy Health System November 2006 - July 2012
HealthLine Systems, Inc July 2004 - November 2006
Enterprise Performance Systems, Inc September 2002 - July 2004
Vestcom International, Inc December 2001 - September 2002
RSM McGladrey, Inc October 2000 - December 2001
Black and Veatch June 1999 - October 2000
Bank of America December 1997 - June 1999
Skills
Visio, Software Documentation, General Ledger, Requirements Analysis, Process Improvement, Business Analysis, Healthcare IT, SDLC, Access, SharePoint, Training, Lawson, Process Flow, PowerPoint, MS Project, Software Implementation, Testing, Accounts Receivable, Healthcare Information..., Financial Reporting, Healthcare, Management, Excel, Word, Budgeting, Business Objects, Business Process Design, SQL, Live Meeting, Outlook, Documentation, Technical Documentation, Credentialing, JDE Enterprise One, Requirements Gathering, Manufacturing, Analysis, ERP, VAT, International Business, Invoicing, Project Management, Workday, Accounts Payable, SAP Business ByDesign, Finance, Consulting, Budgets, GoToMeeting
Education
Truman State University 1993 — 1997
BS, Business Admin-Mgmt
CohnReznick LLP February 2014 - Present
Jeffrey T. Latman Foundation September 2008 - Present
CohnReznick LLP February 2011 - January 2014
McGladrey & Pullen October 2007 - January 2011
RSM McGladrey, Inc October 2005 - January 2011
Goldstein Golub Kessler LLP 1998 - 2007
Jeffrey T. Latman & Co., CPA, PC 1988 - 1996
Skills
Auditing, Non-profits, Healthcare, Nonprofits, Management, Change Management, Strategic Planning, Budgets, Healthcare Consulting, Internal Controls, Leadership, Financial Reporting, Negotiation, Medicaid, Accounting, Public Speaking, Policy, Financial Analysis, Management Consulting, Managerial Finance, CPA, Healthcare Industry, US GAAP, Executive Management, Mergers & Acquisitions, OMB Circular A-133, Process Improvement, Assurance, GAAP, Single Audit, SEC filings
Education
University of Maine 1984 — 1988
BS, Business Administration with a concertation in Accounting
Holy Cross High School 1980 — 1984
High School diploma
Goldman Sachs February 2011 - Present
CHR Search September 2010 - February 2011
Goldman Sachs May 2010 - August 2010
Deloitte & Touche May 2009 - July 2009
RSM McGladrey, Inc January 2009 - May 2009
Skills
Financial Modeling
Education
University of Maryland College Park 2006 — 2010
Bachelors of Science/Arts, Finance, Accounting, and English
Wipfli LLP December 2011 - Present
Wipfli LLP January 2010 - November 2011
RSM McGladrey, Inc January 2007 - December 2009
Carlson Advisors, LLC June 2004 - December 2006
Grant Thornton LLP December 2000 - June 2004
Skills
Accounting, S Corporations, Tax, Corporate Tax, Income Tax, Tax Compliance, Manufacturing, Tax Research
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBT, Taxation
University of Minnesota - Carlson School of Management 1997 — 2001
BS, Accounting
University of Minnesota - Carlson School of Management 1997 — 2001
Bachelor of Science, Accounting / Finance
Logan High 1993 — 1997
Bank of the West April 2011 - Present
RSM McGladrey, Inc October 2007 - April 2011
Republic Indemnity October 2004 - October 2007
Skills
Auditing, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Modeling, US GAAP, GAAP, Internal Audit, SEC filings, Financial Accounting, Enterprise Risk..., CPA, Financial Statements
Education
University of California, Davis 2001 — 2004
BS, Economics
Arbela Technologies October 2013 - Present
Collins Computing April 2011 - October 2013
RSM McGladrey, Inc May 1990 - May 2011
Skills
Microsoft Dynamics, Project Management, Manufacturing, Microsoft CRM, Great Plains Software, IT Management, Supply Chain, ERP, Integration, Software Project..., Accounting, Software Implementation, Requirements Gathering, SaaS, Cloud Computing, PMP, Management Consulting, Requirements Analysis, Change Management, ERP Implementations, Management, Business Analysis, EDI, Microsoft Technologies, Enterprise Software, SQL, Process Improvement, Business Process, SharePoint, Project Portfolio..., Business Intelligence, Vendor Management, Business Process Design, Professional Services, Consulting, Business Process..., SDLC, Microsoft SQL Server, Business Process..., IT Strategy, Solution Architecture, CRM, SSRS, Financials, Axapta
Education
University of Phoenix 1997 — 2000
BS, Business Information Systems
The Whetstone Group August 2000 - Present
Hunter's Specialties 2011 - 2015
Hunter's Specialties 2011 - 2015
RSM McGladrey, Inc 1973 - 2000
McGladrey 1973 - 2000
McGladrey 1973 - 2000
Skills
Lead Generation, Leadership, Marketing, Change Management, Mergers, Management Consulting, Direct Marketing, Mergers & Acquisitions, Management, Small Business, Tax, Strategic Planning, Financial Reporting, Business Planning, Due Diligence, Consulting, Financial Analysis, Accounting, Budgets
Education
University of Iowa - Henry B. Tippie College of Business 1967 — 1973
BBA, Accounting
Bizmatics, Inc. August 2015 - Present
Associated Urologists of NC September 2014 - Present
Allergy, Asthma & Sinus Center, P.A. September 2013 - September 2014
Bizmatics Inc January 2012 - July 2013
Total Joint Care September 2009 - July 2011
RSM McGladrey, Inc March 2007 - September 2009
Absolute Collection Service aka Adremia December 2003 - March 2007
Skills
Invoicing, Accounts Payable, Healthcare, Customer Service, Medical Billing, Financial Reporting, Process Scheduler, Management, Marketing, Microsoft Excel, Office Management, EMR, Insurance, Employee Benefits, Process Improvement, Training, Public Speaking, Strategic Planning, Team Building
Education
University of Mount Olive 2009 — 2012
Bachelor’s Degree, Healthcar Management
ORIX USA Corporation February 2002 - Present
RSM McGladrey, Inc 2001 - 2002
PricewaterhouseCoopers 1997 - 2001
AccuBanc Mortgage Corporation 1995 - 1997
STM Mortgage Company 1992 - 1995
Sunbelt Federal Savings, FSB 1985 - 1992
Peat, Marwick, Mitchell & Co. (KPMG) 1984 - 1985
Merriman and Tassoul, CPAs 1981 - 1984
Skills
SOX, Internal Audit, Internal Controls, Enterprise Risk..., Audit, Auditing, Due Diligence, Certified Fraud Examiner, Risk Assessment, Compliance, SEC filings, GAAP, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Financial Audits, CPA, Sarbanes-Oxley, Accounting
Education
University of North Texas 1986 — 1989
MBA, Finance
University of Wisconsin-Eau Claire 1977 — 1981
BBA, Accounting
Treliant Risk Advisors April 2012 - Present
Sheshunoff Consulting + Solutions March 2011 - April 2012
RSM McGladrey, Inc October 2010 - May 2011
Sheshunoff Management Services September 2009 - November 2010
Bequeaith Banking Solutions July 2008 - October 2009
Fortner, Bayens, Levkulich & Garrison, P.C. 2006 - 2008
Skills
Credit Unions, Financial Institutions, Compliance, Banking, USA PATRIOT Act, OFAC, AML, Compliance Audits, Bank Secrecy Act, BSA, Fair Lending, CRA, Policy and procedures..., Training & Development, HMDA, Quality Auditing, Operational Risk..., Risk Management, Auditing, Mortgage Lending, KYC, Employee Training, Loans, Financial Regulation, Loan Compliance, Internal Audit, Internal Controls, Risk Assessment, Regulations, Operational Risk, Training, Financial Services, Consumer Lending
Education
University of Colorado Denver 1995 — 2003
BA, History
SkyBridge Capital April 2015 - Present
Goldman Sachs April 2013 - April 2015
Debevoise & Plimpton LLP April 2012 - April 2013
Office of United States Senator Scott P. Brown (R-MA) September 2011 - January 2012
RSM McGladrey, Inc July 2010 - August 2011
Praesidium Wealth Management March 2010 - May 2010
Skills
Research, Policy Analysis, Public Speaking, Market Analysis, Political Science, Data Analysis, Financial Analysis, Report Writing, Microsoft Office, Economics, Microsoft Excel, PowerPoint, International Relations, Social Media, Financial Modeling, Microsoft Word, Spanish, Legal Writing, Finance, Mergers & Acquisitions
Education
Tufts University 2008 — 2012
Bachelor of Arts, Political Science/Economics
Nichols School 2002 — 2006
Epic June 2010 - Present
Biaggi's May 2008 - June 2010
RSM McGladrey, Inc May 2006 - May 2009
Culver's April 2002 - August 2006
Skills
Project Management, Marketing, Sales, Customer Service, Microsoft Office, Research, Management, Time Management, English, Logistics, Database Administration, Automotive, Microsoft Excel, Event Management, PowerPoint, Budgets, Event Planning, Marketing Strategy, Market Research, Leadership, Microsoft Word, Data Analysis, Spanish, Team Building, Analysis, Social Media Marketing, Business Analysis, Social Media, Process Improvement, Entrepreneurship, Access, Salesforce.com, Healthcare, Program Management, Strategic Planning, Social Networking, Team Leadership, Training, Marketing Communications, Account Management, Strategy, CRM, Project Planning, Visio, Cross-functional Team..., Software Documentation
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelors of Science, Marketing and Management, concentrating in Entrepreneurship
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Marketing and Management
Adlai E. Stevenson High School
Graduate with Highest Honors
TIAA-CREF May 2011 - Present
KPMG LLP January 2009 - November 2009
RSM McGladrey, Inc September 2005 - November 2008
Marks Paneth & Shron, LLP December 2003 - September 2005
Most Horowitz and Company July 2002 - December 2003
Skills
Tax, Accounting, Auditing, Corporate Tax, Tax Accounting, Tax Research, Tax Returns, Financial Reporting, Financial Analysis, Income Tax, Tax Preparation
Education
University of Notre Dame 1998 — 2002
BBA, Accountancy
Locust Valley High School 1994 — 1998
Transamerica Life Insurance Company August 2013 - Present
Johns Hopkins University School of Nursing thru Kelly Services November 2009 - August 2013
RSM McGladrey, Inc June 2007 - October 2008
Fieldstone Mortgage Company, Inc June 2003 - May 2007
Magellan Behavioral Health, Inc January 2001 - January 2003
CBIZ Nemphos, Weber Business Services Inc January 1998 - January 2001
Skills
Administrative..., Problem Solving, PowerPoint, Human Resources, Payroll, Invoicing, Training, Outlook, Leadership, Microsoft Office, Confidentiality, Microsoft Excel, Budgets, Travel Arrangements, Time Management, Proposal Writing, Policy, Program Management, Fundraising, Project Management
Education
Nyack College 2009 — 2011
MS, Organizational Leadership
Sojourner-Douglass College 2005 — 2009
BS, Business Administration and Management
Sivyer Steel Corporation February 2015 - Present
Sivyer Steel Corporation April 2014 - February 2015
McGladrey November 2010 - April 2014
AEGON May 2009 - August 2009
RSM McGladrey, Inc January 2009 - April 2009
Skills
US GAAP, Internal Controls, Auditing, GAAP, Accounting
Education
Iowa State University - College of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting
St. Ambrose University 2005 — 2006
PwC July 2014 - Present
PwC July 2012 - June 2014
PwC June 2011 - August 2011
RSM McGladrey, Inc January 2011 - April 2011
Sikich May 2010 - August 2010
Skills
Accounting, External Audit, CPA, Tax Returns, State Tax, Tax Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master's degree, Accountancy
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor's degree, Accounting
Smithers-Oasis Company October 2014 - Present
Country Pure Foods April 2011 - October 2014
Campus Book and Supply August 2005 - April 2011
RSM McGladrey, Inc January 2009 - March 2009
Skills
Auditing, Accounting, Microsoft Excel, Access, Account Reconciliation, Financial Statements, Payroll, Finance, Analysis, Forecasting, Reconciliation, Excel, Cost Accounting
Education
The University of Akron 2009 — 2010
MBA, Finance
The University of Akron 2005 — 2009
Bachelor of Science, Accounting
Och-Ziff Capital Management July 2012 - Present
RSM McGladrey, Inc September 2008 - July 2012
Big East Conference 2005 - 2008
Syracuse University 2005 - 2008
Skills
Accounting, Financial Reporting, SEC filings, Auditing, US GAAP, GAAP
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Finance, Accounting
Bishop Hendricken High School 2000 — 2004
EY November 2014 - Present
EY January 2011 - November 2014
RSM McGladrey, Inc June 2005 - July 2010
Boyer Childrens Clinic 2003 - 2008
Graham and Dunn 2002 - 2005
EURO RSCG/DSW Partners 2000 - 2002
Ysource, Inc. 2000 - 2000
The Dial Corporation 1998 - 2000
Nike 1997 - 1998
Skills
Email Marketing, Marketing Strategy, Lead Generation, CRM, Online Advertising, Campaign Management, Business Development, Strategy, Management, Event Management, Manage Client..., Sponsorship Program..., Budget Monitoring
Education
University of Arizona, Eller College of Management 1995 — 1997
MBA, Marketing
University of Colorado Boulder 1989 — 1993
BA, Political Science
Lakeside School
American Science & Engineering, Inc June 2013 - Present
RSM McGladrey, Inc March 2006 - June 2013
Protiviti October 2004 - March 2006
Skills
Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Quality Auditing, Financial Reporting, Sarbanes-Oxley, Risk Management, Management Consulting, Business Process..., Due Diligence, Process Improvement
Education
Stonehill College 2000 — 2002
Bachelors, Business Management
Skoda Minotti September 2012 - Present
Grant Thornton LLP July 2009 - September 2012
RSM McGladrey, Inc December 2007 - June 2010
Skills
Accounting, Corporate Tax, Tax, Fixed Assets, Tax Research, Tax Accounting, Partnership Taxation, Income Tax, International Tax, Mergers, CPA, Sarbanes-Oxley Act, Tax Advisory, Financial Analysis, Internal Controls, Tax Preparation
Education
St. Ambrose University 2006 — 2007
MAcc, Accounting
The Ohio State University - The Max M. Fisher College of Business
Sullivan, Cotter and Associates, Inc. August 2011 - Present
RSM McGladrey, Inc November 1995 - August 2011
Skills
Mergers, Deferred Compensation, Executive Pay, Incentive Programs, Employee Benefits, Compensation & Benefit, Succession Planning, Change Management, Strategic Planning, Talent Management, Employee Engagement, Performance Management, Onboarding, Organizational Design, Mergers & Acquisitions, Compensation & Benefits
Education
Missouri State University
MBA - Accounting
American Tower October 2014 - Present
Keurig Green Mountain, Inc. September 2014 - October 2014
Keurig, Inc. February 2012 - September 2014
RSM McGladrey, Inc October 2009 - February 2012
Mack Molding Company 2005 - September 2009
Saint Michael's College September 2005 - May 2009
Skills
Accounting, Auditing, Marketing, Finance, Financial Reporting, GAAP, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Statements, General Ledger, Microsoft Excel, CPA, US GAAP
Education
Salem State University 2012 — 2015
Master of Business Administration (MBA)
Saint Michael's College 2005 — 2009
BA, Accounting
Chicago Tech Academy High School September 2014 - Present
The University of Chicago Charter School September 2006 - March 2012
RSM McGladrey, Inc July 1999 - August 2006
American Express TBS 2000 - 2006
American Express Tax & Business Services September 1998 - July 1999
Burson Marsteller October 1995 - September 1998
Skills
Public Speaking, Non-profits, Curriculum Design, Program Development, Nonprofits, Budgets, Management, Accounts Receivable, Financial Analysis, Financial Reporting, Project Management, Procurement, Customer Service, Accounting, Training, Strategic Planning, Leadership, Event Planning, Staff Development, Payroll, Accounts Payable, Finance, Program Management, Fundraising, Team Building, Research, Leadership Development, Account Reconciliation, Strategy, Process Improvement, Social Media, Sales, Teaching, Analysis
Education
University of Illinois at Urbana-Champaign 1985 — 1990
University of Illinois
Ipas April 2015 - Present
LabCorp 2011 - April 2015
RSM McGladrey, Inc 2005 - 2005
American Express Tax & Business Services 2003 - 2005
American Express TBS 2003 - 2005
Plante Moran 1997 - 2003
Skills
IT Strategy, Sarbanes-Oxley Act, Business Process..., SDLC, Vendor Management, Business Analysis, Project Portfolio..., IT Management, Management, Project Management, Process Improvement, Program Management, Leadership, Requirements Analysis, Integration, Strategy, Business Process, Business Intelligence, Cross-functional Team..., Change Management
Education
University of Michigan 1981 — 1985
BS, Economics
Metropolitan Chicago Healthcare Council July 2013 - Present
RSM McGladrey, Inc February 2006 - June 2013
KPMG LLP June 1999 - February 2006
Skills
Internal Audit, SOX, Accounting, Healthcare Consulting, Healthcare Industry, Sarbanes-Oxley Act, Leadership, Medicare, CRM, Financial Modeling, Healthcare, Management, Analysis, Auditing, Budgets, Finance, Financial Reporting, Managed Care, Strategic Planning
Education
Mississippi University for Women 1994 — 1996
Morgan Stanley December 2014 - Present
McGladrey LLP November 2010 - December 2014
RSM McGladrey Inc. February 2007 - October 2010
Skills
CPA, Auditing, Accounting, US GAAP, Financial Accounting, Internal Controls
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2010
Groupon May 2013 - Present
Deloitte September 2011 - May 2013
Illinois Business Consulting October 2010 - December 2010
Plante & Moran June 2010 - August 2010
RSM McGladrey, Inc January 2009 - April 2010
Skills
CPA, US GAAP, External Audit, Accounting, GAAP, Auditing, Financial Reporting, Financial Accounting, Internal Controls, SEC filings, Sarbanes-Oxley Act, Accounting Research, Big 4, Technical Accounting...
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Masters of Accountancy Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2007 — 2010
BA in Accountancy, Accountancy
RSM McGladrey, Inc December 2008 - Present
COVISIA SOLUTIONS 2007 - 2008
Aegis Associates 2004 - 2008
Tone-Cool Records 1999 - 2003
Rounder Records November 1993 - December 1999
Skills
Virtualization, Security, Project Management, Cloud Computing, Network Security, Windows Server, Active Directory, SharePoint, IT Strategy, Networking, Disaster Recovery, Integration, Vendor Management, SaaS, IT Management, Program Management, Business Analysis, Data Center, Troubleshooting, Microsoft SQL Server, Process Improvement, Business Intelligence, Business Process..., Enterprise Software, SDLC, Software Development, SQL, Professional Services, Databases, Business Process, Enterprise Architecture, Visio
Education
Occidental College 1972 — 1975
rsm mcgladrey, inc 1998 - Present
McGladrey 1990 - Present
Skills
Accounting, Financial Reporting, Tax, SEC filings, Mergers, Financial Analysis, Finance, Due Diligence, Process Improvement, Auditing, Internal Controls, Mergers & Acquisitions, Business Valuation, Financial Modeling, Small Business, Restructuring
Education
University of Illinois at Urbana-Champaign
Accounting, accounting
Ellin & Tucker, Chartered August 2010 - Present
RSM McGladrey, Inc January 2006 - July 2010
Skills
Tax, GAAP, CPA, Tax Preparation, Corporate Tax, Accounting, Internal Controls, Income Tax, Financial Reporting
Education
Salisbury University - Perdue School of Business 2001 — 2005
Accounting and Finance, Concentrations: Corporate Finance, Investments, and Personal Financial Planning
C. Milton Wright 1998 — 2001
McGladrey May 2015 - Present
LAMB Partners February 2014 - May 2015
RSM McGladrey June 1984 - January 2014
RSM McGladrey Inc. June 1984 - January 2014
American Express Tax and Business Services, Inc. 1999 - 2005
Education
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Niles East High School
American Access Casualty Company April 2014 - Present
RSM McGladrey, Inc October 2010 - October 2011
DLA Piper October 2004 - September 2008
International Paper January 2000 - January 2004
Skills
•Demonstrated..., Strong focus on key..., Active Directory, Disaster Recovery, Technical Support, ITIL, Network Administration, IT Service Management, Project Management, Management, Information Technology, Leadership, IT Management, Consulting, Process Improvement, Team Building, IT Strategy, Vendor Management, Networking
Education
Purdue University Calumet 2014 — 2016
Master of Business Administration (M.B.A.)
Purdue University Calumet
B.S
Dun and Bradstreet August 2014 - Present
Itochu Prominent February 2008 - April 2014
RSM McGladrey, Inc 2005 - 2008
American Express 2004 - 2005
Verizon 2003 - 2004
Price Waterhouse Coopers 2001 - 2002
The Bank of New York 2000 - 2001
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Accounting, SEC filings, Sarbanes-Oxley, Financial Analysis, Internal Audit, Forecasting, Microsoft Excel, Business Process..., US GAAP
Education
Seton Hall University 1996 — 2000
st joseph hill
eBay Enterprise February 2014 - Present
Mercury Media June 2011 - October 2013
Gardner Lewis Asset Management June 2009 - May 2011
TL Ventures August 2003 - June 2009
Striker Partners July 2001 - May 2003
RSM McGladrey, Inc January 1997 - May 2001
Mara Enterprises May 1995 - January 1997
The McClure Group September 1992 - May 1995
Peterson Dillard Young Self & Asselin September 1992 - January 1994
McClure & Company March 1990 - November 1991
Skills
Accounts Payable, Accounting, Accounts Receivable, Analysis, General Ledger, Revenue Recognition, SAP, Great Plains Software
Education
Villanova University 2006 — 2010
BS, Accountancy
Montgomery County Community College 2001 — 2005
AAS, Business Administration
Owen J. Roberts HS 1981 — 1985
Steven Cabrera, CPA Sales Tax Consulting October 2010 - Present
RSM McGladrey, Inc October 2007 - November 2010
Deloitte & Touche, LLP June 2004 - October 2006
California State Board of Equalization March 1995 - May 2004
Education
San Diego State University-California State University
McGladrey January 2015 - Present
McGladrey October 2013 - January 2015
University of Northern Iowa August 2012 - May 2013
Whirlpool Corporation 2012 - 2013
University of Northern Iowa August 2009 - April 2012
RSM McGladrey, Inc January 2010 - April 2010
AEGON May 2009 - August 2009
Alliant Energy October 2006 - September 2008
Skills
Financial Accounting, Accounting, Accounts Payable, Account Reconciliation, Tax, Income Tax, Microsoft Excel, Financial Analysis, Microsoft Office, CPA, Data Analysis
Education
University of Northern Iowa 2007 — 2012
BA, MA, Accounting
Prairie High School 2003 — 2007
Good Smoke Restaurant Group January 2015 - Present
The MB Group, LLC January 2009 - December 2014
RSM McGladrey, Inc September 2007 - November 2008
EDS December 1990 - September 2007
NuVision, Inc May 1985 - July 1990
Skills
Internal Controls, Tax, Accounting, Process Improvement, Auditing, Financial Reporting, Accounts Payable, Analysis, Financial Accounting, Accounts Receivable, Internal Audit, Tax Returns, JD Edwards, General Ledger, Fixed Assets
Education
University of Texas at Dallas - Naveen Jindal School of Management 2005 — 2007
Master of Science, Tax Accounting
University of Michigan-Flint 1980 — 1984
Bachelor of Business Administration, Accounting
Institute for Family Health 2011 - Present
RSM McGladrey, Inc August 2007 - January 2011
Goldstein Golub Kessler LLP August 1994 - January 2011
Skills
Accounting, Auditing, Not-for-Profit..., Tax exempt organizations, Finance, Community Health Centers, Federally Qualified..., Healthcare FInance and..., Budgets, CPA, Financial Reporting, Grants, HIPAA, Healthcare, Healthcare Information..., Healthcare Management, Hospitals, Leadership, Managed Care, Management, Managerial Finance, Non-profits, Nonprofits, Revenue Cycle, Strategic Planning, Tax
Education
CW Post College 1993 — 1995
Masters in Science, Taxation
Muhlenberg College 1984 — 1988
BA, Accounting and Business Finance
Schipper Accounting Services schipperaccounting.com Bookkeeping QuickBooks January 2012 - Present
Kirkwood Community College July 2012 - Present
Broghammer and Duncan January 2013 - May 2013
Allen Memorial Hospital June 2012 - September 2012
Heritage Agency on Aging April 2012 - May 2012
Bontrager Tax, Accounting and Consulting January 2012 - April 2012
Regina Foundation August 2011 - December 2011
Huckfeldt & Smith, PLC February 2011 - April 2011
Aria Management Company June 2008 - November 2010
RSM McGladrey, Inc September 2006 - May 2008
Skills
Accounting, Financial Reporting, Tax, Audit, Excel, Accounts Payable, General Ledger, Account Reconciliation, Spreadsheets, Customer Service, Balance, Financial Accounting, Financial Planning, Data Entry, Outlook, Word, Financial Analysis, Cost Accounting, PowerPoint, Access, Tax Preparation, Microsoft Office, Bookkeeping, Non-profits, Peachtree, Journal Entries, Reconciliation, Administrative Support, QuickBooks, Microsoft Excel, Lacerte, Creative Solutions, Invoicing, Auditing, Microsoft Word, Small Business, Nonprofits, Income Tax, Finance, Corporate Tax, Financial Statements, Accounts Receivable, Time Management, Payroll
Education
University of Iowa 2005 — 2006
MAc, Accounting & MIS
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA, Accounting
Illumina September 2015 - Present
Illumina June 2015 - August 2015
PricewaterhouseCoopers LLP August 2014 - June 2015
Century Bank December 2012 - July 2014
Boston Private Bank March 2012 - December 2012
RSM McGladrey, Inc July 2006 - February 2012
Skills
Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Financial Risk, Account Reconciliation, COSO Framework, Anti Money Laundering, Risk Assessment, US GAAP, ITGC, Quality Assessment..., Business Process, Regulatory Compliance, Process Improvement, Financial Services
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2003
Masters in Business Administration
Dice June 2014 - Present
LWBJ Financial, LLC November 2013 - June 2014
LWBJ Financial August 2011 - October 2013
LWBJ Financial January 2011 - April 2011
University of Iowa August 2008 - December 2010
UnitedHealth Group June 2010 - July 2010
AEGON May 2009 - July 2009
RSM McGladrey, Inc January 2009 - April 2009
Skills
QuickBooks, ProSystem fx Tax, Tax, CPA, Corporate Tax, Tax Preparation
Education
University of Iowa 2006 — 2011
BBA, Accounting and Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Accounting, Finance
Milwaukee Electric Tool March 2014 - Present
Milwaukee Electric Tool August 2012 - February 2014
Brady Corporation March 2011 - August 2012
RSM McGladrey, Inc September 2010 - March 2011
Capital One January 2010 - September 2010
Capital One July 2008 - December 2009
Skills
Excel, Hyperion Planning, Essbase, HFM, SAP, Financial Reporting, Financial Forecasting, Cost Accounting, Finance, Microsoft Excel, Strategic Financial..., Financial Analysis, Forecasting, Process Improvement, Financial Planning, Budgets, Management, Analysis
Education
University of Wisconsin-Madison 2005 — 2008
BA, Economics, English
St. Norbert College 2004 — 2005
RuMe, Inc. January 2015 - Present
Infor August 2014 - January 2015
McGladrey July 2012 - June 2014
RSM McGladrey, Inc October 2010 - July 2012
Huron Consulting Group September 2007 - October 2010
Citigroup May 2006 - August 2006
Alvarez and Marsal May 2005 - August 2005
Skills
Accounting, Corporate Finance, Finance, Fraud, Restructuring, CPA, Analysis, Litigation, Bankruptcy, Expert Witness, Arbitration, SEC filings, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, Internal Controls, Auditing, Due Diligence, Business Valuation
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
Master's of Science in Accountancy, Financial Reporting & Assurance
University of Notre Dame 2002 — 2006
BBA, Accountancy
Rutgers University September 2011 - Present
Harvey Poniachek Business Consulting, LLC January 2011 - Present
Pace University 2003 - Present
The City University of New York, Baruch College August 2001 - Present
RSM McGladrey, Inc October 2007 - September 2010
NYU Stern School of Business September 1983 - June 2003
University at Albany 1978 - 1979
Skills
Transfer Pricing, Business Valuation, Mergers, Tax, Economics, Restructuring, Financial Analysis, Corporate Finance, Management Consulting, Mergers & Acquisitions, Investments, Finance
Education
University at Albany, SUNY 1971 — 1978
Ph.D, Economics/ Financial Economics
New York University - Leonard N. Stern School of Business
Pace University
Rutgers, The State University of New Jersey-Newark
cuny baruch
Johns Hopkins University August 2015 - Present
Johns Hopkins University March 2014 - July 2015
Skanska USA Civil Inc. October 2012 - February 2014
Fundamental Administrative Services June 2009 - October 2012
RSM McGladrey, Inc June 2007 - January 2009
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Office, General Ledger, Analysis, Microsoft Excel, Software Documentation, Account Reconciliation, Invoicing, Payroll, Auditing, Banking, Data Entry, Financial Statements, PeopleSoft, Forecasting, Budgets, Accounts Payable, Management
Education
Loyola University Sellinger School of Business 2012 — 2014
Master of Business Administration (MBA), International Business
University of Maryland College Park 2006 — 2008
B.A, Economics
Friends School of Baltimore 2000 — 2004
Och-Ziff Capital Management August 2010 - Present
RSM McGladrey, Inc 2008 - 2010
Skills
Accounting, Auditing, Financial Reporting, Hedge Funds, SEC filings, US GAAP
Education
Pace University-Pleasantville/Briarcliff Campus 2004 — 2008
BBA, Accounting
Paradigm Tax Group October 2008 - Present
RSM McGladrey, Inc 2007 - 2008
Insight 2005 - 2007
KPMG 1998 - 2004
KPMG Peat Marwick 1998 - 2004
Arizona Department of Revenue 1992 - 1998
Skills
Tax Research, Tax Dispute Resolution, Sales Tax, Tax Credits, Tax, International Tax, Due Diligence, Income Tax, Tax Law, Corporate Tax, Tax Advisory, Auditing, Tax Accounting, CPA, Property Tax, Accounting, Financial Analysis
Education
University of Illinois College of Law 1983 — 1988
JD, Law
McGladrey January 2000 - Present
RSM McGladrey, Inc January 2000 - Present
Moss Adams, LLP January 1988 - January 2000
Skills
Payroll, HRIS, Billing, Accounts Payable, Onboarding, Payroll Processing, Accounts Receivable, HR Policies, PeopleSoft, Excel, Word, Workers Compensation, Outlook, Administrative Support, New Hire Orientation, Applicant Tracking..., Invoicing, Accounting, Administrative..., New Hire Orientations, Tax, Auditing, Performance Management
Education
Spokane Falls Community College
KPMG November 2010 - Present
RSM McGladrey, Inc September 2007 - November 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2007
Friedman LLP February 2011 - Present
RSM McGladrey, Inc 2004 - 2007
PricewaterhouseCoopers 1995 - 2003
Education
Pace University School of Law 1984 — 1988
JD, Law
INTL FCStone Inc. March 2014 - Present
INTL FCStone Inc. July 2011 - March 2014
RSM McGladrey, Inc June 2010 - November 2012
John Deere November 2008 - May 2010
John Deere Engine Works October 2007 - November 2008
Skills
SharePoint, ASP.NET, ASP.NET MVC, C#, SQL, Git, Databases, IIS, Microsoft SQL Server, SSRS, SSIS, Project Management, Team Leadership, VBA, .NET
Education
University of Northern Iowa 2006 — 2010
BA, Management Information Sytems
Brightbill & Ericson New Vision Laser Center May 2013 - Present
Brightbill & Ericson New Vision Laser Center May 2012 - June 2013
RSM McGladrey, Inc February 2011 - August 2011
RSM McGladrey, Inc October 2007 - February 2011
RSM McGladrey Retirement Resources October 2000 - October 2007
Wallem Associates September 1999 - October 2000
Leland Freburg, CPA, LLC March 1999 - October 2000
Skills
NextGen, NextTec, Salesforce.com, Microsoft Office, Eloqua, Demand Generation, Project Management, Email Marketing, Direct Marketing, CRM, Marketing Communications, Account Maintenance, Lead Generation, Marketing Automation, Integrated Marketing, B2B Marketing, Marketing Management, Segmentation, Marketing Strategy, Marketing, Leadership, Medical Staff...
Education
Rock Valley College
Associate in Arts, Business
WMS Gaming 2012 - Present
WMS Gaming 2010 - October 2012
ComEd 2009 - 2010
Exelon 2007 - 2009
RSM McGladrey, Inc 2005 - 2007
RSM McGladrey, Inc 2001 - 2005
RSM McGladrey, Inc 1999 - 2001
Skills
Account Reconciliation, Budgets, Business Process..., Corporate Finance, Finance, Financial Reporting, Financial Statements, Internal Audit, Variance Analysis
Education
University of Illinois at Urbana-Champaign 1995 — 1999
B.S., Accountancy
McClure Financial Services November 2009 - Present
Geonetric September 2008 - October 2009
RSM McGladrey, Inc July 1997 - August 2008
Ernst & Young September 1996 - May 1997
Skills
Budgets, Tax, Auditing, Financial Reporting, Accounts Payable
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
BBA, Accounting
McGladrey, LLP November 2011 - Present
McGladrey & Pullen, LLP February 2010 - November 2011
RSM McGladrey, Inc June 2006 - February 2010
Education
University of Northern Iowa 1978 — 1980
BA, Accounting
North Iowa Area Community College 1976 — 1978
AA, Business
RSM McGladrey, Inc February 1989 - Present
Putnam Investments January 1987 - July 1988
Children's Hospital Boston February 1986 - October 1986
Skills
Financial Reporting, Writing, Blogging, Auditing, Accounting, GAAP, Financial Accounting, Training, Internal Controls, Tax, QuickBooks, Event Management, Tax Preparation, Financial Statements, US GAAP
Education
University of Massachusetts Boston 1980 — 1985
B.A., English, Spanish
Charles River Academy, Cambridge, Mass. 1977 — 1980
SRS Acquiom February 2015 - Present
EY October 2013 - February 2015
EY July 2012 - October 2013
Ernst & Young February 2012 - July 2012
WTAS July 2011 - February 2012
Ernst & Young September 2007 - June 2011
RSM McGladrey, Inc January 2006 - April 2006
Skills
CPA, Tax, Income Tax, Corporate Tax, Tax Accounting, Tax Research, GAAP, SEC filings, US GAAP
Education
University of Iowa 2006 — 2007
Master's of Accountancy, Tax Emphasis
University of Iowa 2002 — 2006
BBA, Accounting
Blue Fire Capital, LLC July 2014 - Present
KCG Futures October 2012 - Present
Rosenthal Collins Group May 2012 - November 2012
Rosenthal Collins Group June 2006 - May 2012
RSM McGladrey Inc. August 2004 - June 2006
RSM McGladrey Inc. January 2000 - August 2005
Skills
Financial Modeling, Financial Analysis, Equities, Bloomberg, Options, Derivatives, Risk Management, Strategic Financial..., Portfolio Management, Capital Markets, Investments, Asset Managment, Hedge Funds, FX Options, Finance, Fixed Income, Managerial Finance, Commodity
Education
University of Illinois at Chicago 1996 — 1999
Bachelor of Science (B.S.), Accounting
Aligned Business Solutions, LLC September 2006 - Present
ePartners June 2004 - October 2006
Ernst and Young Technologies April 2003 - June 2004
RSM McGladrey, Inc April 1999 - April 2003
Aronson LLC February 1998 - March 1999
INET / WANG July 1995 - February 1998
Deltek July 1993 - June 1995
Tektron Microelectronics, Inc. October 1984 - June 1993
Skills
SaaS, SSRS, Project Management, Process Improvement, CRM, Strategic Planning, Software Project..., Solution Architecture, Consulting, Crystal Reports, Software Development, Business Strategy, Change Management, Software Implementation, IT Management, Security, Enterprise Architecture, Risk Management, Vendor Management, Business Process..., Financials, Databases, Accounting, Microsoft Dynamics SL, Costpoint, GCS Premier, Business Development
Education
University of Maryland College Park
Resnick Amsterdam Leshner, PC January 2011 - Present
RSM McGladrey, Inc 2004 - 2010
Skills
ProSystem fx Tax, CPA, Accounting, Tax Preparation, QuickBooks, Tax Advisory, Financial Statements, Income Tax
Education
Temple University 2000 — 2004
B.S., Accounting
Rhame & Perna PLLC January 2012 - Present
Accounting Consultant, Self Employed October 2009 - October 2011
STEVEN J. SANDERS & COMPANY, LLC January 2008 - October 2009
EAGLE MATERIALS INC October 2005 - January 2008
RSM MCGLADREY, INC August 2000 - October 2005
Coral Industries 1998 - 1999
Skills
General Ledger, Tax, GAAP, Corporate Tax, Accounting, Tax Returns, Analysis, Bookkeeping, Financial Statements, Tax Preparation, Strategic Financial..., Accruals, Auditing, S Corporations, Cash Management, Risk Management, SEC filings, Management, Balance Sheet, Preparation, CPA
Education
UNIVERSITY OF TENNESSEE
Master of Accountancy
University of Alabama
Bachelor of Science, Accounting
State of Texas
CPA