Shepard Schwartz & Harris LLP
Address: 123 N Upper Wacker Dr # 1400, Chicago, IL 60606 Hours: Closed ⋅ Opens 9AM Tue Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 726-8353Website: Category: Place name: : : : : : : Website: http://www.ssh-cpa.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Shepard Schwartz & Harris, LLP Posting publicly on the Web Write a review Reviews Be the first to review
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Shepard Schwartz & Harris LLP Employees
IDEO.org October 2013 - Present
The Art Institute of Chicago April 2010 - August 2013
Loyola University Chicago October 2005 - January 2010
Shepard Schwartz & Harris LLP October 2003 - October 2005
Skills
Nonprofits, Capital Budgeting, Financial Analysis, Financial Reporting, Strategic Financial..., Variance Analysis, Accounting, Managerial Finance, Budget Forecasts, Budget Process, Operating Budgets, QuickBooks, Finance, Accounts Payable, Cash Management, Financial Accounting
Education
Indiana University-Purdue University at Indianapolis 2002 — 2003
Master of Professional Accountancy
Ball State University 1998 — 2002
Bachelor of Science (B.S.), Accounting
PwC January 2015 - March 2015
DePaul University MAHA 2015 - 2015
SP Plus Corporation (SP+) September 2014 - December 2014
PwC June 2014 - August 2014
Shepard Schwartz & Harris LLP August 2013 - March 2014
Northern Trust June 2011 - June 2012
Skills
Editing, Human Resources, Databases, Invoicing, Bloomberg, Equities, Fixed Income, Investments, Financial Analysis, Derivatives, Portfolio Management, Financial Modeling, Valuation, Asset Management, Hedge Funds, Accounting
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Accounting
Whitney Young Magnet High School
Shepard Schwartz & Harris LLP August 2014 - Present
University of Iowa Athletics Department August 2013 - August 2014
Accounting Intern Scholarship Program June 2013 - July 2013
Education
University of Iowa 2012 — 2014
Master's degree, Accounting
McGladrey September 2015 - Present
Shepard Schwartz & Harris LLP June 2013 - August 2015
Aon September 2012 - April 2013
McGladrey LLP October 2009 - September 2012
McGladrey September 2007 - October 2009
Skills
Microsoft Excel, US Tax, Tax Accounting, CCH ProSystem fx, Microsoft Office, Windows 7, CPA, International Tax
Education
DePaul University 2009 — 2012
M.S, Taxation
Illinois State University 2004 — 2007
B.S.A, Accounting
Illinois State University 2004 — 2007
B.S.A, Business Information Systems
Technology Services Industry Association (TSIA) June 2015 - Present
JasmineFit Personal Training September 2009 - Present
Dunham & Associates February 2013 - July 2013
W Hotels November 2011 - April 2012
Nuveen Investments March 2006 - March 2011
Franke & Shields, LLC October 2005 - December 2005
Business Logic June 2005 - August 2005
Shepard Schwartz & Harris LLP September 2004 - March 2005
Education
DePaul University 2009 — 2012
Bachelors of Science
Shepard Schwartz & Harris LLP July 2015 - Present
Shepard Schwartz & Harris LLP June 2014 - June 2015
Shepard Schwartz & Harris LLP January 2012 - May 2014
Skills
Financial Statements, Tax Preparation, Accounting, GAAP, Tax, Financial Reporting, Microsoft Excel, Account Reconciliation, Financial Analysis, Bookkeeping, QuickBooks, Auditing, Tax Returns, Income Tax
Education
Illinois State University 2008 — 2011
Bachelor’s Degree, Financial Accounting
Shepard Schwartz & Harris LLP January 2014 - Present
Heartland Bank and Trust Company August 2011 - November 2013
OfficeMax January 2008 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Customer Service, Teamwork, Research, Social Networking, Banking, Financial Analysis
Education
Illinois State University 2011 — 2013
Bachelor of Science in Accounting / Master of Professional Accountancy, Accounting
Shepard Schwartz & Harris LLP September 2014 - Present
Pitel Septic, Inc January 2006 - July 2014
Alpha Lambda Delta Honors Society January 2011 - May 2014
United Way January 2012 - April 2014
Schmitt Family Farm January 2001 - September 2013
United Way January 2011 - January 2012
FLAME Leadership Conference July 2011 - July 2011
Skills
Accounting, Financial Accounting, Tax, Bookkeeping, Customer Service, Income Tax, Teamwork, Corporate Finance, Management, Tax Returns, Tax Preparation, QuickBooks, Management Accounting, Time Management, Public Speaking
Education
Carthage College 2010 — 2014
Bachelor of Arts (B.A.), Accounting, Alumni
The Northern Trust Company April 2013 - Present
The Northern Trust Company July 2012 - March 2013
Shepard Schwartz & Harris LLP January 2012 - April 2012
Skills
Financial Analysis, Credit, Investments, Microsoft Office, Credit Analysis, Portfolio Management, Moody's Risk Analyst, Financial Accounting, Risk Management, Auditing, Tax Accounting, Credit Risk, Financial Modeling, Business Analysis, Business Writing, Presentations
Education
DePaul University 2008 — 2013
Bachelor of Science in Business, Accounting and Finance
McKinnis Consulting Services September 2013 - Present
Shepard Schwartz & Harris LLP January 2013 - August 2013
Questar Inc. June 2012 - January 2013
Raila & Associates, P.C. June 2009 - June 2012
Skills
Accounting, Accounts Receivable, Microsoft Excel, Financial Reporting, QuickBooks, Tax, Budgets, General Ledger, Planning Budgeting &..., Finance, Royalties, Fixed Assets, GAAP, Forecasting, Financial Statements, Month End Close, Healthcare Consulting, Data Analysis, Epic Systems, Visio, Consulting, Business Analysis, Revenue Cycle, Hospital Revenue Cycle, EHR, Resolute Hospital...
Education
Quinlan School of Business, Loyola University Chicago 2010 — 2011
Master of Science
Quinlan School of Business, Loyola University Chicago 2006 — 2010
Bachelor
Shepard Schwartz & Harris LLP July 2015 - Present
Shepard Schwartz & Harris LLP May 2014 - July 2015
Shepard Schwartz & Harris LLP July 2012 - May 2014
Shepard Schwartz & Harris LLP September 2008 - July 2012
Clifton Gunderson LLP December 2006 - March 2007
Skills
CPA
Education
Bradley University 2004 — 2008
BSA and MSA, Accounting
University of Michigan 2003 — 2004
N/A, Accounting
Grant Thornton LLP November 2012 - Present
NetWings Corp September 2014 - Present
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas May 2011 - October 2012
Shepard Schwartz & Harris LLP January 2011 - April 2011
Center for Economic Progress January 2011 - March 2011
Skills
Tax, Tax Accounting, Accounting, Bilingual, Public Speaking, Tax Research, US GAAP, Microsoft Excel, Financial Statements, Microsoft Office, Time Management, Corporate Tax, Tax Preparation, Finance, Quickbooks, Excel, CCH, Research, FASB, FAS109, Sales Tax, Access, CPA, Tax Compliance, Planning, OneSource, Provision, FIN 48, GoSystems, IRC, Partnership Taxation, Due Diligence, M&A tax, Project Planning, Tax Returns, Income Tax, GAAP
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Accounting, Finance
Uniwersytet Jagielloński w Krakowie 2009 — 2009
Polish Language Certification, International/Global Studies
Bel Brands USA September 2015 - Present
Crowe Horwath LLP September 2014 - September 2015
Village of Justice May 2012 - August 2013
Shepard Schwartz & Harris LLP January 2013 - April 2013
Skills
Accounting, Accounts Receivable, Fixed Assets, Auditing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, QuickBooks, Time Management, Teamwork, Tax, Finance, Financial Analysis
Education
Carthage College 2010 — 2014
Bachelor of Arts (BA), Accounting
Breier Consulting Ltd. January 2012 - Present
Shepard Schwartz & Harris LLP January 2012 - January 2013
Shepard, Schwartz & Harris LLP 1985 - January 2012
Aurora University August 1985 - May 1986
DIGIOVINE HNILO JORDAN + JOHNSON LTD. November 1981 - October 1985
Skills
Business Analysis, Business Acquisition, Business Taxes, IT Strategy, Business Continuity, Auditing, Construction Accounting, Distressed Property, Forensic Accounting, Certified Information..., New Business Acquisition, Private Companies, Financial Review, Financial Analysis, Tax Compliance, IRS Representation, Accounting Systems and..., Internal Controls, Leader and Mentor, Featured Speaker, Developing Vision and..., Leading Culture and..., Certified Public..., Strategic Planning, Tax Strategies, Corporate Trainer, Public Speaking, M&A due diligence, Accounting System, CPA, Tax, Leadership, Due Diligence, Corporate Tax, Property, Financial Reporting, Accounting, General Ledger, Financial Statements, IRS, GAAP, Financial Regulation, Analysis, Cost Accounting, Financial Accounting, QuickBooks, Cash Flow, Finance, Internal Audit, Income Tax
Education
John Carroll University 1976 — 1979
BSBA, Accounting
Hinsdale South High School 1971 — 1975
Takeda Pharmaceuticals February 2009 - Present
Cherry Corporation February 2008 - January 2009
Abbott Laboratories 1997 - 2007
Taskforce on Waukegan Neighborhoods 2001 - 2004
Commonweath Edison 1996 - 1997
Mallinckodt Veterinary 1996 - 1996
Zebra Technologies March 1993 - December 1995
Arthur Andersen September 1991 - April 1994
Shepard Schwartz & Harris LLP 1990 - 1991
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1996
Bachelor of Science (B.S.), Accounting
Nazareth 1983 — 1987
High School
Lindop
Shepard Schwartz & Harris LLP December 2013 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Financial Accounting, Financial Reporting, Time Management, Tax
Education
Illinois State University 2010 — 2013
Bachelor of Science (B.S.), Accounting
Universität Paderborn 2012 — 2012
Study Abroad, German Language and Literature, CEFR Level A2 German Proficiency
Heartland Community College 2008 — 2010
Associate's degree coursework
Springhill Gymnastics Inc. 2008 - Present
Plote Construction May 2006 - Present
Plante & Moran 2003 - 2006
Shepard Schwartz & Harris LLP December 1999 - June 2003
shepard Schwartz & Harris 1999 - 2003
Skills
Financial Statements, Payroll, Accounting, Auditing, Tax, Microsoft Excel, Financial Audits, Microsoft Word, Financial Reporting, General Ledger, Accruals, Accounts Receivable, Accounts Payable, GAAP, CPA, Bank Reconciliation, Internal Controls, Budgets
Education
Illinois State University 1997 — 1999
Bachelors, Accounting
College of DuPage 1995 — 1997
Associates, Accounting
Shepard Schwartz & Harris LLP September 2007 - December 2011
Skills
Auditing, Accounting, Financial Audits, GAAP, CPA
Education
Ball State University 2006 — 2007
Masters in Accounting, Accounting
Ball State University 2002 — 2006
Bachelors of Science, Accounting
Holy Cross High School 1998 — 2002
Millington Financial Advisors, LLC January 2011 - Present
Millington Investments, LLC October 2013 - Present
Millington & Company December 2009 - Present
Millington Securities, Inc. December 2009 - January 2014
BP March 2006 - December 2009
Claymore Securities July 2003 - November 2005
Charles Millington & Associates, Inc. December 2001 - June 2003
Accenture September 2000 - December 2001
Jones Lang LaSalle September 1998 - September 2000
Shepard Schwartz & Harris LLP December 1996 - September 1998
Skills
Financial Planning, Asset Management, Retirement Planning, Financial Advisory, Investments, Financial Analysis, Series 7, Portfolio Management, Mutual Funds, Accounting, Business Planning, Insurance, Wealth Management, Financial Reporting, Financial Modeling, Financial Management, Valuation, Corporate Finance, Strategic Financial..., Asset Managment, Investment Strategies, Finance, Financial Services, Securities, Investment Management, Analysis, Options, Trading
Education
Northern Illinois University - College of Business 2004 — 2006
MBA
Illinois State University 1992 — 1996
B.S., Accounting
Naperville North 1988 — 1992
St. Peter and Paul 1985 — 1988
Ostrow Reisin Berk & Abrams, Ltd. September 2014 - Present
Lerman, Boudart, and Associates LLP November 2010 - August 2014
Shepard Schwartz & Harris LLP September 2006 - May 2009
Deloitte Tax LLP January 2003 - June 2006
Skills
Financial Statements, Accounting, Financial Reporting, QuickBooks, Tax, Auditing, General Ledger, Bookkeeping, Tax Returns, Journal Entries, Tax Preparation, Tax Research, GAAP, Bank Reconciliation, Corporate Tax, Partnership Taxation, Lacerte, High Net Worth..., ProSystem fx Tax, Sales & Use Tax..., Personal Tax Planning, Income Tax, Financial Accounting, Tax Compliance, Compliance, Month End Close, 1120S, CCH ProSystem fx, Payroll Tax Compliance, Reviews, Compilation Of..., Financial Audits, Superforms, Engagement CS, Trial Balance, Tax Reporting, Spreadsheets, Small Business..., Individual Taxation, State Taxation, Federal & State Income...
Education
DePaul University 1997 — 2001
Bachelors of Science, Accounting
Universidad Complutense de Madrid 1999 — 1999
Silver Lake Medical Center May 2012 - Present
Rodeo Drive Plastic Surgery March 2012 - Present
Silver Lake Medical Center February 2012 - Present
LA Girls DO Cook/ Celebrity Chef Ameera December 2009 - August 2010
Allstate Insurance Workplace Division February 2009 - July 2010
State of California Water Quality Control Board June 2008 - April 2009
Shepard Schwartz & Harris LLP September 2007 - May 2008
1st Impressions Beauty Salon September 2006 - May 2007
Youth Organizations Umbrella Inc October 2004 - May 2005
Equisource Real Estate Company January 2001 - January 2004
Education
Mount Saint Mary's College 2010 — 2011
Bachelor's of Science, Nursing
Loyola University of Chicago 2004 — 2008
Bachelor of Arts, English
Loyola University of Chicago 2004 — 2008
Bachelor's of Science, Criminal Justice
Deer Creek Construction Management Inc. April 2013 - Present
Oakbrook Construction Management Inc. June 1996 - March 2012
Shepard Schwartz & Harris LLP January 1988 - June 1996
Skills
Accounting, Budgets, Strategic Planning, Construction, Microsoft Excel, Accounts Payable, Financial Reporting, Customer Service, Microsoft Office, Contract Negotiation, General Ledger, Project Management, Financial Analysis, Contract Management, Microsoft Word, Auditing, Accounts Receivable, Process Scheduler, PowerPoint, Negotiation, Forecasting, Team Leadership
Education
Illinois State University 1985 — 1987
Bachelor of Science, Accountancy & Business Administration
Bishop, Rosasco & Co August 1983 - Present
National Futures Association June 1981 - August 1983
Shepard Schwartz & Harris LLP August 1981 - August 1982
Skills
Budgets, Auditing, Financial Analysis, Tax Preparation, Consulting, Corporate Tax, Microsoft Excel, CPA, Strategic Planning, Account Reconciliation, Business Planning, Cash Management, GAAP, General Ledger, Income Tax, Internal Controls, Tax, Financial Accounting, Bookkeeping, Cash Flow, Tax Research, Journal Entries, Tax Returns, Tax Accounting, Sales Tax, Forensic Accounting, Partnership Taxation, Fixed Assets, Revenue Recognition, Cost Accounting
Education
Lewis University 1980 — 1983
BA, ACCOUNTING
Deloitte 2015 - 2015
Graham Allen Partners 2015 - 2015
McGladrey 2013 - 2014
McGladrey 2011 - 2013
Shepard Schwartz & Harris LLP 2006 - 2011
Professional Marketing 2004 - 2005
Steelcase 2003 - 2004
Skills
Auditing, Financial Statements, CPA, Accounting, Tax, US GAAP, Budgets, QuickBooks, GAAP, Finance, Financial Reporting, Payroll, Strategic Communications, Financial Analysis, Leadership, Internal Audit
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Business Administration (MBA), Finance & Business Leadership
Calvin College 2005 — 2006
B.S.P.A., Accounting
Calvin College 2001 — 2005
B.A., Business
Hawkeye Partners January 2013 - Present
Hawkeye Partners May 2009 - December 2012
Hawkeye partners June 2007 - May 2009
Shepard Schwartz & Harris LLP February 2001 - December 2006
Risk Management Solutions 1999 - 1999
Education
Stanford University
University of Illinois at Chicago
University of Wisconsin-Madison
Shepard Schwartz & Harris LLP July 2015 - Present
Shepard Schwartz & Harris LLP January 2013 - June 2015
Education
DePaul University 2009 — 2012
Bachelor of Science (BS), Accounting
CARE Accounting 2009 - Present
Your Front eOffice January 2014 - December 2014
Community Volunteer 2001 - 2009
Motor Coach Industries 1998 - 2001
Amerihost Properties, Inc. 1991 - 1998
Shepard Schwartz & Harris LLP January 1990 - May 1991
Skills
Accounting, Financial Analysis, CPA, Quickbooks, Cloud Applications, ProAdvisor, Financial Management..., Financial Reporting, Budgets, Software Implementation, Business Process..., Small Business..., Financial Statement..., Problem Solving, Financial Software..., General Ledger..., Outlook, Financial Advisory, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Analysis, Business Analysis, Key Performance..., Financial Statements, Collaborative Problem..., Small Business, General Ledger, QuickBooks
Education
Northern Illinois University 1985 — 1989
Bachelor's degree, Accounting
Homewood Flossmoor HIgh School 1981 — 1985
College/University Preparatory and Advanced High School
SchoolofBookkeeping.com
Adult and Continuing Education and Teaching
Mesirow Financial May 2015 - Present
Morgan Stanley October 2012 - April 2015
Wells Fargo June 2014 - September 2014
Goldman Sachs June 2013 - August 2013
Shepard Schwartz & Harris LLP December 2011 - September 2012
Education
DePaul University 2011 — 2015
Bachelor of Science (B.S.)
Abercrombie & Kent January 2013 - Present
Abercrombie & Kent November 2011 - January 2012
Shepard Schwartz & Harris LLP September 2008 - November 2011
Wells Fargo Home Mortgage August 2003 - August 2008
Skills
Accounting, Tax, Auditing, CPA, Income Tax, Financial Reporting, Internal Controls, Accounts Payable, Financial Accounting, Accounts Receivable, Financial Statements, Financial Analysis, General Ledger, GAAP
Education
Simpson College 2003 — 2008
BA, Accounting
William O'Neil + Co. Inc. June 2015 - Present
Nadex March 2015 - May 2015
Stone Grove Guitar February 2015 - May 2015
MLK Partners September 2014 - May 2015
Loop Paper Recycling/Memphis Recycling Services April 2013 - September 2014
Pillars August 2012 - March 2013
Shepard Schwartz & Harris LLP January 2012 - July 2012
Chicago Lakefront Soccer Club July 2011 - January 2012
Chicago Boxing Club January 2009 - February 2011
Skills
Preparation, Tax Preparation, Accounting, Financial Statements, QuickBooks, General Ledger
Education
DePaul University 2007 — 2011
Bachelor of Science, Accounting and Business Administration
Shepard Schwartz & Harris LLP September 2004 - Present
PwC June 2003 - June 2004
Skills
Auditing, Tax Preparation, Accounting, CPA, External Audit, Income Tax, Financial Statements, Tax, GAAP, Not for Profit, Corporate Tax, Tax Accounting, US GAAP, Partnership Taxation
Education
DePaul University 1998 — 2003
Bachelor of Commerce (B.Com.), Accounting
Dearborn Advisors June 2015 - Present
Shepard Schwartz & Harris LLP October 2013 - May 2015
American Mattress October 2009 - October 2013
DeVry University August 2010 - February 2011
Enterprise Rent-A-Car May 2008 - September 2009
Skills
Sales, Sales Operations, Sales Management, Customer Satisfaction, Account Management, Budgets, Inventory Management, Training, Customer Service, Customer Retention, Team Building, Microsoft Excel, Retail Sales, Inventory Control, Merchandising, Hiring, Microsoft Word, Employee Training, Sales Hiring, Employee Management, Customer Oriented, Long-term Customer..., Bookkeeping, Interviewing Skills, Sales Leadership..., Operations Management, Cash Handling Experience, Salesforce.com, Outlook, Retail, Profit, Accounting, Auditing, Financial Statements, Tax Preparation, Compilation Of..., Partnership Taxation, Management, Microsoft Office, Leadership, Financial Analysis
Education
Benedictine University 2011 — 2013
Masters of Science, Accountancy, 4.0 GPA
Benedictine University 2006 — 2008
Bachelors of Business Administration, Finance
Shepard Schwartz & Harris LLP 2015 - Present
Cognizant 2013 - 2014
Navigant 2010 - 2013
Lake Capital 2009 - 2010
Diversified Search 2008 - 2009
A.T. Kearney 1997 - 2008
Education
University of Michigan
BA, English
Miami University
MBA, Marketing
Morningstar October 2014 - Present
Morningstar July 2013 - October 2014
Morningstar November 2011 - June 2013
SmithBucklin November 2010 - November 2011
Shepard Schwartz & Harris LLP January 2010 - April 2010
Skills
Microsoft Office, Photoshop, Customer Service, Accounting, Accounts Payable, Financial Statements, Balance, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Word, Accounts Receivable, General Ledger, Auditing, Oracle Applications, Cash Sales, Real Estate, Journal Entries, Nonprofits, Management, Tax, GAAP
Education
DePaul University 2009 — 2013
Bachelor's, Accountancy, Real Estate, 3.5 GPA
Shepard Schwartz & Harris LLP September 1997 - Present
Skills
Income Tax, Tax, Tax Preparation, Accounting, General Ledger, QuickBooks, Financial Planners, Private Companies, Tax Research, Bookkeeping, US Tax, Sales & Use Tax..., CPA, Tax Accounting
Education
University of Illinois at Chicago 1995 — 1998
Accounting
Procter & Gamble May 2015 - Present
Procter & Gamble June 2013 - May 2015
Procter & Gamble September 2011 - May 2013
Procter & Gamble May 2008 - September 2011
Grant Thornton May 2007 - August 2007
Shepard Schwartz & Harris LLP January 2005 - May 2007
Skills
Accounting, Corporate Finance, Financial Analysis, Financial Reporting, Financial Modeling, Financial Forecasting, Forecasting, Analysis, Tax
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
Master of Business Administration, Corporate Finance
Loyola University Chicago 2003 — 2007
Bachelor of Business Administration, Accounting, Finance and Economics
Shepard Schwartz & Harris LLP September 2015 - Present
BKD CPAs & Advisors September 2013 - March 2015
Simple Truths, LLC July 2013 - September 2013
411 Business Book January 2009 - December 2011
Armitage Bike- now Bike4Life January 2007 - June 2009
Qutby Traders July 2003 - December 2005
Skills
Supply Chain Management, Accounting, Account Reconciliation, Financial Accounting, Financial Reporting, General Ledger, Business Analysis, Budgets, Analysis, Process Improvement, Management, Managerial Finance, Cost Accounting, Accounts Payable, Accounts Receivable, Business Strategy, Finance, Financial Analysis, Internal Audit, Payroll, Leadership, ERP, Sarbanes-Oxley Act, GAAP, QuickBooks, Financial Statements, Cash Flow, Auditing, Internal Controls, Variance Analysis, Fixed Assets, US GAAP, Financial Audits, Income Tax, Tax, External Audit, Microsoft Excel
Education
Certified Public Accounting 2015 — 2015
CPA candidate, BEC: 83, Audit: 82
DePaul University 2010 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
Varde Partners August 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2010 - June 2013
Houlihan Smith & Company, Inc. September 2009 - January 2010
JPMorgan Chase June 2009 - August 2009
KPMG January 2009 - April 2009
Shepard Schwartz & Harris LLP November 2007 - November 2008
Education
DePaul University 2006 — 2010
Bachelors, Finance & Accounting
Shepard Schwartz & Harris LLP July 2015 - Present
Shepard Schwartz & Harris LLP May 2014 - Present
Shepard Schwartz & Harris LLP July 2012 - Present
Shepard Schwartz & Harris LLP September 2008 - July 2012
Clifton Gunderson LLP May 2007 - August 2007
Skills
Private Companies, Real Estate, Manufacturing, Construction, Wealth, CPA, Mortgage Banking, Financial Statements, Accounting, QuickBooks, Auditing, Tax, Internal Controls, Financial Reporting, General Ledger, Bookkeeping
Education
Illinois State University 2007 — 2008
Masters, Accounting
Illinois State University 2005 — 2007
B.S., Accounting
University of Missouri-Columbia 2003 — 2005
N/A, Accounting
Shepard Schwartz & Harris LLP 1982 - Present
Skills
Corporate Tax, International Tax, Tax Advisory, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Investment..., Mergers & Acquisitions, Reorganisation, Property Disposition, 1031 Exchanges, Foreclosures, Bankruptcy and Real..., OID, UBIT, Executive Compensation...
Education
DePaul University
Bachelor of Science (BS), Commerce
Shepard Schwartz & Harris LLP August 2015 - Present
Common Ground Gathering January 2015 - Present
Shepard Schwartz & Harris LLP January 2013 - July 2015
DePaul Community Service Association September 2011 - February 2013
jewel-osco August 2010 - February 2013
Philadelphia Romanian Church of God October 2010 - December 2012
Lincolnwood Park District April 2012 - September 2012
Amarei Construction Services LLC June 2006 - August 2011
Skills
Customer Service, Critical Thinking, Spreadsheets, Microsoft Excel, Event Planning, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Social Networking, Problem Solving, Accounting, Teamwork, Financial Analysis, Data Entry, QuickBooks, Tax, Bookkeeping, Payroll, Financial Accounting, Financial Statements, Income Tax, General Ledger, Tax Preparation
Education
DePaul University 2011 — 2015
Bachelor Degree, Accounting
Niles West High School 2007 — 2011
Mann, Urrutia, Nelson, CPAs September 2015 - Present
Longcrier & Associates CPAs January 2013 - August 2015
Shepard Schwartz & Harris LLP December 2009 - January 2011
Beata & Associates September 2008 - September 2010
Ave Maria University June 2009 - August 2009
Skills
Accounting, Microsoft Excel, Tax, Financial Reporting, QuickBooks, Microsoft Office, Auditing, Financial Analysis, Tax Preparation, GAAP, Tax Research, Financial Accounting, PowerPoint
Education
Cal Poly San Luis Obispo 2011 — 2012
MSA Tax, Taxation
DePaul University 2007 — 2011
Bachelor's degree, Accounting
Shepard Schwartz & Harris LLP October 2013 - Present
Topel Forman, LLC 2012 - October 2013
Crowe Horwath LLP February 2008 - August 2011
JPMorgan Chase December 2003 - February 2008
JPMorgan Chase July 2000 - December 2003
Skills
Estate Tax Planning, Tax Returns, High Net Worth..., Financial Statements, Tax Accounting, Estate Planning, Trust Taxation, Gift Tax, GST, Corporate Tax, Tax Preparation, Taxation of Trusts, Financial Reporting, Income Tax, Personal Income Tax..., Partnership Taxation, Tax Research, LLC, Tax Law, GAAP, Account Reconciliation, Estate & Gift Taxation, Probate Estates, Post - Mortem Trust..., Financial & Fiduciary..., Estate Administration
Education
DePaul University
Bachelor of Applied Science (BASc), Accounting and Finance
Shepard Schwartz & Harris LLP September 2014 - Present
Field of Dreams Horse Rescue and Adoption May 2012 - August 2014
Ace Hardware May 2013 - August 2013
Ace Hardware May 2012 - August 2012
Field of Dreams Horse Rescue and Adoption May 2011 - December 2011
Skills
Microsoft Word, Teamwork, Accounting, Management, Finance, Budgets, Microsoft Office, Microsoft Excel, PowerPoint
Education
Illinois Wesleyan University 2010 — 2014
Bachelor of Arts, Accounting
Aggeus Management Group ETAL January 2013 - Present
Spex August 2011 - Present
Universal Realty Group September 2010 - August 2011
Healthcare Development Partners November 2005 - April 2010
Jones and Brown Company, Inc August 2007 - March 2008
Healthcare Development Partners / Proteus Group November 2005 - July 2007
Shepard Schwartz & Harris LLP November 2002 - October 2005
Bansley & Keiner, LLP January 2001 - October 2002
Bansley & Keiner, LLP October 1999 - December 2000
Bansley & Keiner, LLP September 1998 - September 1999
Skills
Accounting, Financial Reporting, Financial Statements, Auditing, Finance, Cost Accounting, Healthcare, Financial Analysis, GAAP, QuickBooks, Accounts Payable, Cash Flow, Commercial Real Estate, Residential Homes, CPA, General Ledger, Tax, Construction, Consulting, Manufacturing, Real Estate, Internal Controls, Strategic Planning, Budgets, Forecasting, NextGen, Medicare, Managed Care, Staff Supervision, Healthcare Management, Healthcare Industry, Management
Education
Northeast Missouri State University (Truman State) 1990 — 1995
Bachelor of Science Degree, Accounting
Truman State University 1990 — 1994
Bachelor's degree, Accounting
Webster University
Masters, Finance Degree
JLL March 2014 - Present
Jones Lang LaSalle July 2011 - March 2014
Jones Lang LaSalle August 2010 - July 2011
RREEF December 2005 - August 2010
Shepard Schwartz & Harris LLP September 1999 - December 2005
Skills
General Ledger, Financial Reporting, Financial Statements
Education
Illinois State University 1995 — 1999
Shepard Schwartz & Harris LLP December 2002 - Present
Skills
Auditing, CPA, Financial Statements, GAAP, Accounting, Financial Reporting, Internal Controls, Internal Audit, Tax Preparation, Certified Fraud Examiner, QuickBooks, General Ledger, Financial Accounting, Leadership
Education
Ball State University - College of Business 2002 — 2002
Masters, Accounting
Ball State University - College of Business 1998 — 2001
Bachelor of Arts, Accounting, Economics
Keele University 2000 — 2000
N/A, Study Abroad
Boone Grove High School 1994 — 1998
Shepard Schwartz & Harris LLP January 2014 - Present
Loeb & Loeb LLP June 2009 - January 2012
Levin Ginsburg January 2005 - May 2009
McDonald & McCabe September 2003 - December 2004
Levenfeld Pearlstein February 2002 - June 2002
Kwiatt & Ruben, Ltd. 1982 - 2002
Skills
Recruiting, Legal Writing, Human Resources, Training, Office Management, Management, Outlook, Employee Benefits, Litigation, Legal Research, Business Strategy
Education
Harper College
Miller, Cooper & Co., Ltd. June 2014 - Present
Miller, Cooper & Co., Ltd. October 2013 - May 2014
Shepard Schwartz & Harris LLP July 2012 - October 2013
Shepard Schwartz & Harris LLP May 2010 - July 2012
Shepard Schwartz & Harris LLP June 2007 - May 2010
Ronnie L. McClure & Associates January 2007 - April 2007
Skills
CPA, Tax, Tax Preparation, Accounting, Estate Planning, Estate Tax Planning, Estate Administration, Financial Analysis, Forensic Accounting, Financial Statements, General Ledger, QuickBooks, Quicken, Retirement Planning, Roth IRA
Education
Jacksonville State University 2003 — 2007
Bachelor of Science, Accounting, 3.95
Sidley Austin LLP September 2013 - Present
Rewards Network July 2009 - September 2013
Shepard Schwartz & Harris LLP September 2005 - May 2009
Skills
Auditing, Corporate Tax, Financial Accounting, Tax, GAAP, Financial Analysis, Financial Statement..., Cash Flow Forecasting, Cash Flow Statements, Budget Reconciliation, Budget Forecasts, Tax Returns, Forecasting, Microsoft Office
Education
Ball State University - College of Business 2004 — 2005
Master of Science, Accounting
Ball State University - College of Business 2000 — 2004
Bachelor of Arts, Accounting
U.S. Cellular January 2014 - Present
Shepard Schwartz & Harris LLP January 2005 - December 2013
Skills
CPA, Accounting, Tax Preparation, Financial Statements, Auditing, 401K Audits, Business Strategy
Education
Ball State University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance, Cum Laude
Thomson Reuters April 2013 - Present
Thomson Reuters September 2007 - April 2013
Quantitative Analytics Inc. (Sold to Thomson Reuters) October 2005 - September 2007
Interactive Brokers June 2002 - October 2005
Shepard Schwartz & Harris LLP December 2000 - January 2002
Education
DePaul University 1998 — 2002
Bachelor's degree, MIS
NYIT 2006 — 2009
Masters, Finance and Financial Management Services
Equity Residential June 2014 - Present
Equity Residential July 2013 - June 2014
Shepard Schwartz & Harris LLP January 2007 - July 2013
Shepard Schwartz & Harris LLP January 2007 - May 2007
Spectrum Global Fund Administration August 2006 - December 2006
Grant Thornton May 2006 - August 2006
Skills
Client Service, Tax, Assurance, Accounting, CPA, Internal Controls, GAAP, Auditing, Financial Statements, Financial Reporting, Financial Analysis, Tax Preparation, General Ledger, Income Tax, QuickBooks, Tax Accounting, Financial Accounting, US GAAP, Corporate Finance, Account Reconciliation
Education
Loyola University Chicago 2003 — 2007
BBA, Accounting, Finance, Spanish
VJA
International Equipment Solutions August 2014 - Present
Shepard Schwartz & Harris LLP January 2012 - August 2014
L.A. Duesterbeck & Associates June 2009 - October 2009
Wick Building Systems January 2006 - August 2008
Terrace Homes June 2005 - December 2005
WPS Health Insurance May 2004 - June 2005
Skills
Microsoft Office, Internal Controls, AutoCAD, Auditing, Accounting, Microsoft Word, Budgets, Financial Analysis, Microsoft Excel, Financial Reporting, Tax Preparation, Account Reconciliation, General Ledger, Accounts Receivable, Tax, Accounts Payable, QuickBooks, Analysis, Outlook, PowerPoint, Financial Statements
Education
University of Wisconsin-Whitewater 2010 — 2011
Masters, Accounting
University of Wisconsin-Stout 2008 — 2009
Bachelor of Science, Managment, Business Concentration
Madison Area Technical College 2003 — 2005
Associates, Architecture
BDO USA, LLP August 2015 - Present
Shepard Schwartz & Harris LLP December 2013 - May 2015
Shepard Schwartz & Harris LLP September 2013 - November 2013
Friedman & Huey Associates, LLP January 2013 - April 2013
AAA July 2008 - October 2011
Skills
QuickBooks, Tax
Education
University of Illinois at Chicago 2011 — 2013
MSA, Accounting
University of Illinois at Urbana-Champaign 2003 — 2007
B.A., history
St. Patrick High School 1999 — 2003
McDonald's Corporation June 2015 - Present
FM Facility Maintenance January 2014 - Present
FM Facility Maintenance June 2012 - January 2014
Jones Lang LaSalle October 2011 - June 2012
InSite Real Estate December 2009 - November 2011
Kenar Homes May 2009 - December 2009
Thrivent Financial for Lutherans January 2008 - May 2009
UBS Financial Services, Inc May 2007 - August 2007
Caterpillar Inc. January 2006 - May 2007
Shepard Schwartz & Harris LLP May 2005 - August 2005
Skills
Accounting, Budgets, Microsoft Excel, Financial Modeling, Finance, Analysis, SQL, Strategic Financial..., Analytics, Variance Analysis, Facilities Management, Cost Savings..., Operating Expenses, Access, Management, Leadership, Financial Analysis, Microsoft Office
Education
Bradley University 2003 — 2007
Bachelor of Science, Finance
Northern Illinois University 2011 — 2011
Accounting
Aurora University 2009 — 2010
Concentration in Accounting, Accounting
Shepard Schwartz & Harris LLP November 2005 - Present
Deloitte September 2004 - October 2005
Skills
CPA, QuickBooks, Tax, General Ledger, Tax Research, Income Tax, Estate Tax Planning, Tax Preparation, Tax Accounting, Private Companies
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
M.S.T., Taxation
DePaul University 1998 — 2002
B.S.C., Accounting
American Blues Theater July 2011 - Present
American Blues Theater January 2010 - Present
To Protect Our Heritage PAC January 1998 - Present
Shepard Schwartz & Harris LLP 1971 - Present
Skills
Cpa, CPA, Attorney
Education
The John Marshall Law School 1963 — 1966
JD, Law
Roosevelt University 1957 — 1960
BSBA, Accounting
Shepard Schwartz & Harris LLP 1979 - Present
Spicer & Oppenheim January 1985 - December 1985
Skills
CPA, Internal Controls, Income Tax, GAAP, Auditing, Financial Reporting, Financial Analysis, Independence & Ethics, Not for Profit, Certified Public..., Certified Fraud Examiner, Tax, Financial Statements, Forensic Accounting, Corporate Tax, Tax Accounting, Tax Preparation
Education
Northern Illinois University 1975 — 1979
BS, Accountancy
Senn
SUPERVALU January 2014 - Present
Shepard Schwartz & Harris LLP June 2013 - December 2013
Shepard Schwartz & Harris LLP October 2006 - May 2013
MeadWestvaco 2005 - October 2006
Skills
CPA, Auditing, Accounting, Financial Statements, Financial Reporting, Tax, Tax Preparation, General Ledger, GAAP, Internal Controls, QuickBooks, Income Tax, Financial Accounting, Tax Accounting, Financial Analysis, Corporate Real Estate, SEC Financial Reporting
Education
Northeastern Illinois University 2004 — 2005
Bachelors in Accounting, Accounting
Mortgage Bankers Field Services 2011 - Present
Rockwell Utilities, LLC 2010 - 2011
Kirk Homes 1997 - 2009
Shepard Schwartz & Harris LLP 1986 - 1997
Skills
Internal Controls, CPA, Accounting, Auditing, Tax, Fixed Assets, Financial Reporting, General Ledger, GAAP, Accounts Receivable, Financial Accounting, QuickBooks, Cash Flow, Financial Analysis, Cost Accounting
Education
DePaul University
BS, Accountancy
Self Employed January 2001 - Present
Corporate Express November 1998 - November 2001
Shepard Schwartz & Harris LLP August 1995 - November 1998
Lefgowitz Champi January 1992 - August 1995
Landa & Altsher January 1990 - January 1992
Education
Rhode Island College 1986 — 1989
Bachelor, Accounting
Shepard Schwartz & Harris LLP October 1995 - Present
Skills
Auditing, Tax planning, Tax preparation, Financial Reporting, Audits of Employee..., Tax, Tax Preparation
Education
Marian College of Fond du Lac 1991 — 1995
BS, Accounting
Shepard Schwartz & Harris LLP September 1968 - Present
Education
DePaul University
Accounting
CCIM Institute September 2014 - Present
CCIM Institute January 2014 - September 2014
South Bend Country Club August 2008 - August 2014
Shepard Schwartz & Harris LLP February 2012 - May 2012
Skills
Accounting
Education
DePaul University 2015 — 2016
Accountancy (MACC)
DePaul University 2011 — 2015
Accountancy (BSB), Strobel Honors Program