Weinstein Spira & Company
Description
Address: 3 Greenway Plaza #1700, Houston, TX 77046 Hours: Open ⋅ Closes 5PM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (713) 622-7000Website: : Category: : Place name: : : : : Website: http://www.weinsteinspira.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. Questions & answers Ask a questionBe the first to ask a question
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Weinstein Spira & Company Employees
Employee
Years
Job
Industry
Brett Coons Brett Coons's Weinstein Spira & Company Experience January 2013 - Present
Job Tax Senior at Weinstein Spira
Industry Accounting
Experience
Weinstein Spira & Company January 2013 - Present
Mason Warner December 2009 - December 2012
Howard & Co., LLP October 2007 - October 2009
UMC Health System December 2005 - August 2007
Skills
Tax Accounting, Cost Reporting, Bookkeeping, Payroll Taxes, Tax Preparation, Due Diligence
Education
Texas Tech University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
South Plains College 2003 — 2005
Associate's degree, Science
Weinstein Spira & Company January 2013 - Present
Mason Warner December 2009 - December 2012
Howard & Co., LLP October 2007 - October 2009
UMC Health System December 2005 - August 2007
Skills
Tax Accounting, Cost Reporting, Bookkeeping, Payroll Taxes, Tax Preparation, Due Diligence
Education
Texas Tech University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
South Plains College 2003 — 2005
Associate's degree, Science
Anthony Love, CPA Anthony Love, CPA's Weinstein Spira & Company Experience May 2011 - December 2011
Job Shareholder at Anthony R. Love, CPA, Professional Corporation
Industry Oil & Energy
Experience
Anthony R. Love, CPA, Professional Corporation December 2012 - Present
Kraton Polymers January 2012 - December 2012
Weinstein Spira & Company May 2011 - December 2011
LyondellBasell October 2009 - January 2011
Baker Hughes INTEQ January 2008 - October 2009
Baker Hughes May 2006 - December 2007
JPMorgan Chase Bank, N.A. July 2004 - May 2006
Precision Drilling August 2002 - July 2004
Skills
Accounting, Financial Analysis, Financial Modeling, Relational Databases, Pricing Analysis, Sarbanes-Oxley Act, Access, Account Reconciliation, Analysis, Auditing, Budgets, Cash Flow, Consolidation, ERP, Financial Audits, Finance, Financial Reporting, Financial Statements, General Ledger, Hyperion Enterprise, Operations Management, SAP, US GAAP
Education
University of Houston, C.T. Bauer College of Business 2011 — 2011
N/A, Certificate Accounting Program
Houston Baptist University - College of Business and Economics 2002 — 2004
MBA, Finance
Haslam College of Business at the University of Tennessee 1997 — 1999
B.S., Accounting
East Tennessee State University 1996 — 1997
Anthony R. Love, CPA, Professional Corporation December 2012 - Present
Kraton Polymers January 2012 - December 2012
Weinstein Spira & Company May 2011 - December 2011
LyondellBasell October 2009 - January 2011
Baker Hughes INTEQ January 2008 - October 2009
Baker Hughes May 2006 - December 2007
JPMorgan Chase Bank, N.A. July 2004 - May 2006
Precision Drilling August 2002 - July 2004
Skills
Accounting, Financial Analysis, Financial Modeling, Relational Databases, Pricing Analysis, Sarbanes-Oxley Act, Access, Account Reconciliation, Analysis, Auditing, Budgets, Cash Flow, Consolidation, ERP, Financial Audits, Finance, Financial Reporting, Financial Statements, General Ledger, Hyperion Enterprise, Operations Management, SAP, US GAAP
Education
University of Houston, C.T. Bauer College of Business 2011 — 2011
N/A, Certificate Accounting Program
Houston Baptist University - College of Business and Economics 2002 — 2004
MBA, Finance
Haslam College of Business at the University of Tennessee 1997 — 1999
B.S., Accounting
East Tennessee State University 1996 — 1997
David Olson, CPA's Weinstein Spira & Company Experience April 2012 - Present
Job Audit Supervisor at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company April 2012 - Present
America Transport Systems October 2011 - April 2012
Oil & Gas Royalty Company November 2009 - June 2011
Ernst and Young LLP May 2007 - May 2009
Missionary Training Center January 2004 - May 2007
Skills
Auditing, Budgets, Microsoft Excel, Mergers & Acquisitions, Analysis, Accounting, Cash Flow, Internal Controls, Management, Financial Reporting, GAAP, Accounts Receivable, SEC filings, US GAAP, Financial Statements
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Accountancy, Accounting
Brigham Young University 2003 — 2007
Bachelor of Science, Finance
Weinstein Spira & Company April 2012 - Present
America Transport Systems October 2011 - April 2012
Oil & Gas Royalty Company November 2009 - June 2011
Ernst and Young LLP May 2007 - May 2009
Missionary Training Center January 2004 - May 2007
Skills
Auditing, Budgets, Microsoft Excel, Mergers & Acquisitions, Analysis, Accounting, Cash Flow, Internal Controls, Management, Financial Reporting, GAAP, Accounts Receivable, SEC filings, US GAAP, Financial Statements
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Accountancy, Accounting
Brigham Young University 2003 — 2007
Bachelor of Science, Finance
Kaitlyn Engle's Weinstein Spira & Company Experience May 2014 - August 2014
Job Teacher at Harlingen Independent School District
Industry Education Management
Experience
Harlingen Consolidated Independent School District July 2015 - Present
Teach For America August 2014 - May 2015
Texas A&M University January 2013 - January 2015
Weinstein Spira & Company May 2014 - August 2014
Junior Achievement USA January 2014 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Accounting, Community Service, College Recruiting, Leadership, Teamwork, Tax Preparation, Diversity, Teaching, Social Media Marketing, Business Planning, Organizational...
Education
Texas A&M University 2011 — 2015
Accounting, Senior
Harlingen Consolidated Independent School District July 2015 - Present
Teach For America August 2014 - May 2015
Texas A&M University January 2013 - January 2015
Weinstein Spira & Company May 2014 - August 2014
Junior Achievement USA January 2014 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Accounting, Community Service, College Recruiting, Leadership, Teamwork, Tax Preparation, Diversity, Teaching, Social Media Marketing, Business Planning, Organizational...
Education
Texas A&M University 2011 — 2015
Accounting, Senior
Bryan Gamble Bryan Gamble's Weinstein Spira & Company Experience December 2013 - Present
Job Senior Tax Associate at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company December 2013 - Present
Rent-A-Center March 2011 - November 2013
J. Taylor & Associates, LLC February 2010 - April 2010
Skills
Accounting, Income Tax, QuickBooks, Sarbanes-Oxley Act, Tax, Tax Preparation, Financial Statements, Tax Returns, Microsoft Excel, Tax Research, Retail, GAAP
Education
The University of Texas at Arlington 2010 — 2011
Master's degree, Taxation
Oklahoma State University 2005 — 2009
Bachelor's degree, Accounting
Weinstein Spira & Company December 2013 - Present
Rent-A-Center March 2011 - November 2013
J. Taylor & Associates, LLC February 2010 - April 2010
Skills
Accounting, Income Tax, QuickBooks, Sarbanes-Oxley Act, Tax, Tax Preparation, Financial Statements, Tax Returns, Microsoft Excel, Tax Research, Retail, GAAP
Education
The University of Texas at Arlington 2010 — 2011
Master's degree, Taxation
Oklahoma State University 2005 — 2009
Bachelor's degree, Accounting
Daniel Styslinger's Weinstein Spira & Company Experience 1997 - 2007
Job Experienced Auditor at Defense Department
Industry Accounting
Experience
United States Department of Defense 2012 - Present
J. Martin & Company 2009 - 2011
Briggs & Veselka Co. 2008 - 2008
Weinstein Spira & Company 1997 - 2007
The University of Texas Health Science Center at Houston 2000 - 2004
Obstetrical & Gynecological Associates PA 1996 - 1996
Arthur Andersen & Company 1991 - 1995
Skills
Analysis, Tax, Financial Statements, Finance, Software Documentation, Financial Audits, Training, Data Analysis, Bookkeeping, Management, Project Planning, Employee Training, Income Tax, Invoicing, Government, Nonprofits, Healthcare, Research
Education
The University of Texas Health Science Center at Houston 2000 — 2004
Doctor of Medicine (M.D.)
Marquette University 1987 — 1991
Bachelor of Science (B.S.), Accounting
United States Department of Defense 2012 - Present
J. Martin & Company 2009 - 2011
Briggs & Veselka Co. 2008 - 2008
Weinstein Spira & Company 1997 - 2007
The University of Texas Health Science Center at Houston 2000 - 2004
Obstetrical & Gynecological Associates PA 1996 - 1996
Arthur Andersen & Company 1991 - 1995
Skills
Analysis, Tax, Financial Statements, Finance, Software Documentation, Financial Audits, Training, Data Analysis, Bookkeeping, Management, Project Planning, Employee Training, Income Tax, Invoicing, Government, Nonprofits, Healthcare, Research
Education
The University of Texas Health Science Center at Houston 2000 — 2004
Doctor of Medicine (M.D.)
Marquette University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Andy Dube Andy Dube's Weinstein Spira & Company Experience January 2003 - Present
Job Audit Manager at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company January 2003 - Present
Skills
GAAP, Assurance, US GAAP, CPA, Accounting, Income Tax, Financial Accounting, Financial Reporting, Tax Research, Corporate Tax, General Ledger, SEC filings, Tax, Tax Preparation, Auditing, Internal Controls, Sarbanes-Oxley Act, Tax Accounting, External Audit
Education
Sam Houston State University 1998 — 2002
BBA, Accounting
Weinstein Spira & Company January 2003 - Present
Skills
GAAP, Assurance, US GAAP, CPA, Accounting, Income Tax, Financial Accounting, Financial Reporting, Tax Research, Corporate Tax, General Ledger, SEC filings, Tax, Tax Preparation, Auditing, Internal Controls, Sarbanes-Oxley Act, Tax Accounting, External Audit
Education
Sam Houston State University 1998 — 2002
BBA, Accounting
Jessica Thuillez Jessica Thuillez's Weinstein Spira & Company Experience June 2009 - August 2009
Job Financial Reporting at Oxy
Industry Accounting
Experience
Oxy June 2012 - Present
PricewaterhouseCoopers September 2010 - May 2012
Weinstein Spira & Company June 2009 - August 2009
Dow Chemical June 2008 - August 2008
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, Auditing, Accounting, Financial Accounting, Financial Reporting, Finance, Microsoft Excel, External Audit
Education
Sam Houston State University 2005 — 2010
Master of Science (M.S.), Accounting
Oxy June 2012 - Present
PricewaterhouseCoopers September 2010 - May 2012
Weinstein Spira & Company June 2009 - August 2009
Dow Chemical June 2008 - August 2008
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, Auditing, Accounting, Financial Accounting, Financial Reporting, Finance, Microsoft Excel, External Audit
Education
Sam Houston State University 2005 — 2010
Master of Science (M.S.), Accounting
James Mihills James Mihills's Weinstein Spira & Company Experience 1994 - 1996
Job Partner Financial Institutions Consulting
Industry Banking
Experience
Weaver June 2012 - Present
Delong Consulting Services, LC November 2008 - May 2012
Matthew 28 November 2007 - October 2008
Delong Consulting Services, LC November 2004 - October 2007
OmniAmerican Credit Union 2000 - 2004
BankOne 1998 - 2000
Sproles Woodard LLP 1996 - 1998
Weinstein Spira & Company 1994 - 1996
Skills
Risk Management, Asset/Liability..., Internal Audit, Internal Controls, FDICIA, Sarbanes-Oxley, Business Process..., Accounting, Auditing, Banking, CPA, External Audit, Financial Reporting, Loans, Operational Risk..., Project Planning, Risk Assessment, Sarbanes-Oxley Act, Team Building, Assurance, Due Diligence, Financial Analysis
Education
Texas A&M University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Weaver June 2012 - Present
Delong Consulting Services, LC November 2008 - May 2012
Matthew 28 November 2007 - October 2008
Delong Consulting Services, LC November 2004 - October 2007
OmniAmerican Credit Union 2000 - 2004
BankOne 1998 - 2000
Sproles Woodard LLP 1996 - 1998
Weinstein Spira & Company 1994 - 1996
Skills
Risk Management, Asset/Liability..., Internal Audit, Internal Controls, FDICIA, Sarbanes-Oxley, Business Process..., Accounting, Auditing, Banking, CPA, External Audit, Financial Reporting, Loans, Operational Risk..., Project Planning, Risk Assessment, Sarbanes-Oxley Act, Team Building, Assurance, Due Diligence, Financial Analysis
Education
Texas A&M University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Mary Elizabeth Warwick Mary Elizabeth Warwick's Weinstein Spira & Company Experience February 2014 - Present
Job Corporate Bookkeeper at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company February 2014 - Present
Robert S. Warwick, DDS, PC May 1994 - April 2012
Dickinson ISD August 1993 - June 1994
Gulf Coast Veterinary Specialists December 1987 - August 1991
Animal Emergency Clinic, Houston August 1982 - August 1988
Houston Zoo December 1981 - May 1984
Skills
Full-Charge Bookkeeping, Microsoft Excel, Microsoft Word, Budgets, Return on Investment, Cost Projections, Accounts Payable, Accounts Receivable, Payroll Processing, Customer Service, Vendor Relations, Accruals, Minitab, Client Billing, Accounting, Journal Entries, Bookkeeping, Financial Accounting, QuickBooks, Tax Preparation, Corporate Tax, Income Tax
Education
University of Houston-Clear Lake 2011 — 2015
Master of Science (MS), Environmental Biology
University of Houston-Clear Lake 1991 — 1993
BS, Elementary and Early Childhood Education, Summa Cum laude
University of Houston 1986 — 1988
Elementary Education
Houston Community College 1980 — 1981
Veterinary Technology
Weinstein Spira & Company February 2014 - Present
Robert S. Warwick, DDS, PC May 1994 - April 2012
Dickinson ISD August 1993 - June 1994
Gulf Coast Veterinary Specialists December 1987 - August 1991
Animal Emergency Clinic, Houston August 1982 - August 1988
Houston Zoo December 1981 - May 1984
Skills
Full-Charge Bookkeeping, Microsoft Excel, Microsoft Word, Budgets, Return on Investment, Cost Projections, Accounts Payable, Accounts Receivable, Payroll Processing, Customer Service, Vendor Relations, Accruals, Minitab, Client Billing, Accounting, Journal Entries, Bookkeeping, Financial Accounting, QuickBooks, Tax Preparation, Corporate Tax, Income Tax
Education
University of Houston-Clear Lake 2011 — 2015
Master of Science (MS), Environmental Biology
University of Houston-Clear Lake 1991 — 1993
BS, Elementary and Early Childhood Education, Summa Cum laude
University of Houston 1986 — 1988
Elementary Education
Houston Community College 1980 — 1981
Veterinary Technology
Lauren Small Selwyn Lauren Small Selwyn's Weinstein Spira & Company Experience August 2013 - April 2014
Job Recruiting Manager at Unity Search
Industry Accounting
Experience
Unity Search May 2014 - Present
Weinstein Spira & Company August 2013 - April 2014
PwC October 2009 - July 2013
Skills
Tax Research, Tax Accounting, Tax, CPA, Income Tax, Partnership Taxation, Tax Preparation, Big 4, Accounting
Education
University of Houston 2008 — 2009
Master of Accountancy, Taxation
Baylor University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Unity Search May 2014 - Present
Weinstein Spira & Company August 2013 - April 2014
PwC October 2009 - July 2013
Skills
Tax Research, Tax Accounting, Tax, CPA, Income Tax, Partnership Taxation, Tax Preparation, Big 4, Accounting
Education
University of Houston 2008 — 2009
Master of Accountancy, Taxation
Baylor University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Muhammad Sattar's Weinstein Spira & Company Experience January 2010 - March 2010
Job Management Accountant, MI Alaska North America Offshore at Schlumberger
Industry Oil & Energy
Experience
Schlumberger August 2015 - Present
Schlumberger January 2015 - July 2015
Schlumberger December 2013 - December 2014
Texas Medical Center February 2013 - November 2013
Texas Medical Center September 2011 - January 2013
SoftSmiths, Inc. February 2011 - September 2011
Weinstein Spira & Company January 2010 - March 2010
Skills
Process Flow..., Internal Controls, Internal Audit, Report Writing, Audit Reports, Microsoft Excel, Data Classification, Audit Command Language, Financial Accounting, External Audit, Analysis, Invoicing, Preparation, Process Improvement, Risk Assessment, Financial Audits, SAS70, Finance, Bookkeeping, Tax Returns, Risk Management, Cash Management, Cost Accounting, Forecasting, Managerial Finance, Accountants, Revenue Recognition, Teamwork, Behavioral Interviewing, Payroll, Financial Analysis, General Ledger, GAAP, US GAAP, Journal Entries, Auditing
Education
Becker CPA Review 2012 2012 — 2013
University of Houston, C.T. Bauer College of Business 2007 — 2011
Bachelor of Science (BS), Cum Laude, Accounting
Schlumberger August 2015 - Present
Schlumberger January 2015 - July 2015
Schlumberger December 2013 - December 2014
Texas Medical Center February 2013 - November 2013
Texas Medical Center September 2011 - January 2013
SoftSmiths, Inc. February 2011 - September 2011
Weinstein Spira & Company January 2010 - March 2010
Skills
Process Flow..., Internal Controls, Internal Audit, Report Writing, Audit Reports, Microsoft Excel, Data Classification, Audit Command Language, Financial Accounting, External Audit, Analysis, Invoicing, Preparation, Process Improvement, Risk Assessment, Financial Audits, SAS70, Finance, Bookkeeping, Tax Returns, Risk Management, Cash Management, Cost Accounting, Forecasting, Managerial Finance, Accountants, Revenue Recognition, Teamwork, Behavioral Interviewing, Payroll, Financial Analysis, General Ledger, GAAP, US GAAP, Journal Entries, Auditing
Education
Becker CPA Review 2012 2012 — 2013
University of Houston, C.T. Bauer College of Business 2007 — 2011
Bachelor of Science (BS), Cum Laude, Accounting
Sara Yoder Sara Yoder's Weinstein Spira & Company Experience July 2012 - May 2015
Job Senior Accountant
Industry Accounting
Experience
HCC Insurance Holdings, Inc. May 2015 - Present
Weinstein Spira & Company July 2012 - May 2015
Weinstein Spira & Company June 2010 - June 2012
Waste Management May 2009 - May 2010
Weinstein Spira & Company January 2009 - March 2009
University of Houston April 2008 - December 2008
Skills
Auditing, Internal Controls, Accounts Payable, GAAP, Financial Audits, General Ledger, Financial Reporting, Financial Accounting, US GAAP, Microsoft Excel, Accounting, Sarbanes-Oxley Act, External Audit
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
Master's degree, Accounting
University of Houston, C.T. Bauer College of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
HCC Insurance Holdings, Inc. May 2015 - Present
Weinstein Spira & Company July 2012 - May 2015
Weinstein Spira & Company June 2010 - June 2012
Waste Management May 2009 - May 2010
Weinstein Spira & Company January 2009 - March 2009
University of Houston April 2008 - December 2008
Skills
Auditing, Internal Controls, Accounts Payable, GAAP, Financial Audits, General Ledger, Financial Reporting, Financial Accounting, US GAAP, Microsoft Excel, Accounting, Sarbanes-Oxley Act, External Audit
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
Master's degree, Accounting
University of Houston, C.T. Bauer College of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
April McKean's Weinstein Spira & Company Experience June 2008 - June 2013
Job CPA/Owner at McKean, CPA, LLC
Industry Accounting
Experience
McKean, CPA, LLC 2015 - Present
Hannis T. Bourgeois, LLP July 2013 - February 2014
Weinstein Spira & Company June 2008 - June 2013
Quintana Minerals Corporation February 2008 - May 2008
The Dinerstein Companies September 2006 - February 2008
Adrian Hernandez & Associates, P.C. August 2006 - September 2006
Skills
CPA, Tax, Tax Preparation, Tax Returns, Tax Accounting, Income Tax, Corporate Tax, Accounting, Partnership Taxation, ProSystem fx Tax, Tax Research, General Ledger, Fixed Assets, QuickBooks, S Corporations
Education
Southeastern Louisiana University 2005 — 2006
Master of Business Administration (MBA), Accounting
Southeastern Louisiana University 2001 — 2004
Bachelor of Science (BS), Accounting
Denham Springs High School 1995 — 1999
McKean, CPA, LLC 2015 - Present
Hannis T. Bourgeois, LLP July 2013 - February 2014
Weinstein Spira & Company June 2008 - June 2013
Quintana Minerals Corporation February 2008 - May 2008
The Dinerstein Companies September 2006 - February 2008
Adrian Hernandez & Associates, P.C. August 2006 - September 2006
Skills
CPA, Tax, Tax Preparation, Tax Returns, Tax Accounting, Income Tax, Corporate Tax, Accounting, Partnership Taxation, ProSystem fx Tax, Tax Research, General Ledger, Fixed Assets, QuickBooks, S Corporations
Education
Southeastern Louisiana University 2005 — 2006
Master of Business Administration (MBA), Accounting
Southeastern Louisiana University 2001 — 2004
Bachelor of Science (BS), Accounting
Denham Springs High School 1995 — 1999
Pamela Sloan Pamela Sloan's Weinstein Spira & Company Experience February 2003 - Present
Job Executive Director at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company February 2003 - Present
Schey Advertising, Inc. 1996 - 2013
American Warehouses, Ltd. 1997 - 2002
Century 21 South Central States 1994 - 1995
Century 21 International 1991 - 1994
Century 21 South Central States 1989 - 1991
Century 21 of Texas 1986 - 1989
Skills
Financial Reporting, Financial Accounting, Corporate Tax, Budgets, Tax Accounting, US GAAP, Tax Preparation, Internal Controls, Income Tax, Auditing, Tax
Education
University of Houston
BBA, Accounting
Weinstein Spira & Company February 2003 - Present
Schey Advertising, Inc. 1996 - 2013
American Warehouses, Ltd. 1997 - 2002
Century 21 South Central States 1994 - 1995
Century 21 International 1991 - 1994
Century 21 South Central States 1989 - 1991
Century 21 of Texas 1986 - 1989
Skills
Financial Reporting, Financial Accounting, Corporate Tax, Budgets, Tax Accounting, US GAAP, Tax Preparation, Internal Controls, Income Tax, Auditing, Tax
Education
University of Houston
BBA, Accounting
Tony Mathew, CPA's Weinstein Spira & Company Experience January 2011 - Present
Job Senior Accountant at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company January 2011 - Present
Weinstein Spira & Company 2010 - 2010
Atlanta Gas Light 2009 - 2010
Zagg, Inc. 2009 - 2009
Ashoka Lion 2008 - 2009
Creative Consumer Research 2007 - 2009
University of Houston 2006 - 2007
Skills
Tax Research, GAAP, Corporate Tax, Accounting, US GAAP, Financial Reporting, Tax, Financial Accounting, Tax Accounting, General Ledger, Income Tax, Tax Preparation, SEC filings, CPA, Sarbanes-Oxley Act
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
Master of Science (M.S.), Accounting
University of Houston, C.T. Bauer College of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Weinstein Spira & Company January 2011 - Present
Weinstein Spira & Company 2010 - 2010
Atlanta Gas Light 2009 - 2010
Zagg, Inc. 2009 - 2009
Ashoka Lion 2008 - 2009
Creative Consumer Research 2007 - 2009
University of Houston 2006 - 2007
Skills
Tax Research, GAAP, Corporate Tax, Accounting, US GAAP, Financial Reporting, Tax, Financial Accounting, Tax Accounting, General Ledger, Income Tax, Tax Preparation, SEC filings, CPA, Sarbanes-Oxley Act
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
Master of Science (M.S.), Accounting
University of Houston, C.T. Bauer College of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Erskine Black, Jr.'s Weinstein Spira & Company Experience October 2008 - May 2011
Job Chief Financial and Administrative Officer
Industry Transportation/Trucking/Railroad
Experience
Texas Taxi, Inc. November 2014 - Present
Texas Taxi, Inc. October 2013 - Present
Pearle, Inc. January 2013 - Present
Allied Group April 2012 - September 2013
Allied Group January 2012 - April 2012
FlexSteel Pipeline Technologies May 2011 - January 2012
Weinstein Spira & Company October 2008 - May 2011
Katz, Sapper & Miller December 2005 - September 2008
Katz, Sapper & Miller January 2003 - May 2004
Deloitte May 2003 - August 2003
Skills
Food, Restaurants, Procurement, Premiere, Budgets, Strategic Planning, Forecasting, Accounting, Financial Analysis, Financial Reporting, Business Planning, Customer Service, Business Strategy, Small Business, Team Management, Contract Negotiation, Team Building
Education
Alabama Agricultural and Mechanical University 2001 — 2005
Bachelor of Science (BS), Accounting
Texas Taxi, Inc. November 2014 - Present
Texas Taxi, Inc. October 2013 - Present
Pearle, Inc. January 2013 - Present
Allied Group April 2012 - September 2013
Allied Group January 2012 - April 2012
FlexSteel Pipeline Technologies May 2011 - January 2012
Weinstein Spira & Company October 2008 - May 2011
Katz, Sapper & Miller December 2005 - September 2008
Katz, Sapper & Miller January 2003 - May 2004
Deloitte May 2003 - August 2003
Skills
Food, Restaurants, Procurement, Premiere, Budgets, Strategic Planning, Forecasting, Accounting, Financial Analysis, Financial Reporting, Business Planning, Customer Service, Business Strategy, Small Business, Team Management, Contract Negotiation, Team Building
Education
Alabama Agricultural and Mechanical University 2001 — 2005
Bachelor of Science (BS), Accounting
David Zahn, CPA, CFP® David Zahn, CPA, CFP®'s Weinstein Spira & Company Experience January 2007 - August 2009
Job Assistant Vice President at Sentinel Trust Company, LBA
Industry Accounting
Experience
Sentinel Trust Company, LBA April 2015 - Present
Sentinel Trust Company May 2014 - April 2015
Smith & Zahn, CPAs January 2014 - May 2014
Carolyn Allen, CPA October 2010 - August 2013
Maddox, Thomson, & Associates, P.C. August 2009 - October 2010
Weinstein Spira & Company January 2007 - August 2009
Skills
Accounting, CPA, Tax Preparation, Tax, GAAP, Tax Research, US GAAP, Corporate Tax, Income Tax, General Ledger, Financial Reporting, Payroll, Tax Accounting, Bookkeeping, Tax Advisory, Financial Analysis, Financial Accounting, Family Office, Certified Financial...
Education
Rice University 2012 — 2013
Certified Financial Planner Graduate Certificate Program
University of Houston, C.T. Bauer College of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Accountancy
Sentinel Trust Company, LBA April 2015 - Present
Sentinel Trust Company May 2014 - April 2015
Smith & Zahn, CPAs January 2014 - May 2014
Carolyn Allen, CPA October 2010 - August 2013
Maddox, Thomson, & Associates, P.C. August 2009 - October 2010
Weinstein Spira & Company January 2007 - August 2009
Skills
Accounting, CPA, Tax Preparation, Tax, GAAP, Tax Research, US GAAP, Corporate Tax, Income Tax, General Ledger, Financial Reporting, Payroll, Tax Accounting, Bookkeeping, Tax Advisory, Financial Analysis, Financial Accounting, Family Office, Certified Financial...
Education
Rice University 2012 — 2013
Certified Financial Planner Graduate Certificate Program
University of Houston, C.T. Bauer College of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Accountancy
Ann Flanagan, CPA Ann Flanagan, CPA's Weinstein Spira & Company Experience December 2013 - Present
Job Audit Senior at WeinsteinSpira&Company
Industry Accounting
Experience
Weinstein Spira & Company December 2013 - Present
Carr, Riggs & Ingram, LLC January 2012 - November 2013
The Princeton Review November 1999 - December 2011
Skills
Auditing, Accounting, Management, GAAP, Financial Reporting, Admissions, Financial Accounting, Curriculum Development, Financial Statements, Grants, Peachtree, US GAAP, Teacher Training, Educational Leadership, QuickBooks, Internal Controls, Differentiated..., Curriculum Design, Microsoft Excel, Microsoft Office, Financial Analysis, CPA
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Science, Accounting
University of Houston, College of Liberal Arts and Social Sciences
Bachelor of Science, Psychology
HSPVA
Weinstein Spira & Company December 2013 - Present
Carr, Riggs & Ingram, LLC January 2012 - November 2013
The Princeton Review November 1999 - December 2011
Skills
Auditing, Accounting, Management, GAAP, Financial Reporting, Admissions, Financial Accounting, Curriculum Development, Financial Statements, Grants, Peachtree, US GAAP, Teacher Training, Educational Leadership, QuickBooks, Internal Controls, Differentiated..., Curriculum Design, Microsoft Excel, Microsoft Office, Financial Analysis, CPA
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Science, Accounting
University of Houston, College of Liberal Arts and Social Sciences
Bachelor of Science, Psychology
HSPVA
Sid Shaver Sid Shaver's Weinstein Spira & Company Experience 2000 - 2010
Job Managing Director, Statesman Corporate Finance, LLC
Industry Investment Banking
Experience
Statesman Corporate Finance LLC January 2011 - Present
Alliance of Merger & Acquisition Advisors 2000 - Present
Hunter Wise Financial Group, LLC 2002 - 2010
Weinstein Spira & Company 2000 - 2010
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Due Diligence, Private Equity, Private Placements, Investment Banking, Mergers, Series 7, Series 24, Uniform Combined State..., Financial Analysis, Securities, Finance, Investments, Financial Advisory
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Statesman Corporate Finance LLC January 2011 - Present
Alliance of Merger & Acquisition Advisors 2000 - Present
Hunter Wise Financial Group, LLC 2002 - 2010
Weinstein Spira & Company 2000 - 2010
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Due Diligence, Private Equity, Private Placements, Investment Banking, Mergers, Series 7, Series 24, Uniform Combined State..., Financial Analysis, Securities, Finance, Investments, Financial Advisory
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Kim Andrews Kim Andrews's Weinstein Spira & Company Experience April 1998 - September 2013
Job CPA
Industry Accounting
Experience
Abercrombie & Associates, PC September 2013 - Present
Weinstein Spira & Company April 1998 - September 2013
Education
Sam Houston State University
Abercrombie & Associates, PC September 2013 - Present
Weinstein Spira & Company April 1998 - September 2013
Education
Sam Houston State University
Carlton Cotten Carlton Cotten's Weinstein Spira & Company Experience January 1987 - June 1991
Job CPA
Industry Financial Services
Experience
Carlton Cotten, CPA May 2011 - Present
Taco Bell January 1992 - May 2011
Weinstein Spira & Company January 1987 - June 1991
Education
Sam Houston State University 1979 — 1983
BBA, Accounting
Carlton Cotten, CPA May 2011 - Present
Taco Bell January 1992 - May 2011
Weinstein Spira & Company January 1987 - June 1991
Education
Sam Houston State University 1979 — 1983
BBA, Accounting
Ruth Stevelman, SHRM-CP, PHR Ruth Stevelman, SHRM-CP, PHR's Weinstein Spira & Company Experience 2010 - 2012
Job Assistant Director of Talent Management at Neighborhood Centers Inc.
Industry Human Resources
Experience
Leaders in Human Resources Management in the Houston, Texas Area 2012 - Present
Neighborhood Centers Inc. 2012 - Present
Weinstein Spira & Company 2010 - 2012
Memorial Hermann Healthcare System 2009 - January 2010
APQC 2006 - 2009
Houston Community College 1989 - 2006
Skills
Leadership Development, Talent Management, Employee Engagement, Compensation, Employee Relations, Performance Management, HRIS, Organizational..., Coaching, Talent Acquisition, Interviewing, Benefits, Team Building, Strategic Planning, College Recruiting, Benefits Administration, HR Policies, Human Resources, HR Transformation, Mediation, Employee Benefits, New Hire Orientations, Recruiting, Management, Training, Leadership, Payroll, Program Management, Deferred Compensation, Interviews, Workforce Planning, Succession Planning, Sourcing, Personnel Management, Hiring, Applicant Tracking..., Career Development, FMLA, Employee Training, Labor Relations, Temporary Placement, Technical Recruiting, Internet Recruiting, Organizational..., Employment Law, PeopleSoft, Compensation & Benefit, Job Descriptions, Benefits Negotiation, Resume Writing
Education
Florida State University
Bachelor's
University of Houston
Master's, Training & Development
Leaders in Human Resources Management in the Houston, Texas Area 2012 - Present
Neighborhood Centers Inc. 2012 - Present
Weinstein Spira & Company 2010 - 2012
Memorial Hermann Healthcare System 2009 - January 2010
APQC 2006 - 2009
Houston Community College 1989 - 2006
Skills
Leadership Development, Talent Management, Employee Engagement, Compensation, Employee Relations, Performance Management, HRIS, Organizational..., Coaching, Talent Acquisition, Interviewing, Benefits, Team Building, Strategic Planning, College Recruiting, Benefits Administration, HR Policies, Human Resources, HR Transformation, Mediation, Employee Benefits, New Hire Orientations, Recruiting, Management, Training, Leadership, Payroll, Program Management, Deferred Compensation, Interviews, Workforce Planning, Succession Planning, Sourcing, Personnel Management, Hiring, Applicant Tracking..., Career Development, FMLA, Employee Training, Labor Relations, Temporary Placement, Technical Recruiting, Internet Recruiting, Organizational..., Employment Law, PeopleSoft, Compensation & Benefit, Job Descriptions, Benefits Negotiation, Resume Writing
Education
Florida State University
Bachelor's
University of Houston
Master's, Training & Development
Homer Carrillo Homer Carrillo's Weinstein Spira & Company Experience January 2008 - Present
Job Shareholder, Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company January 2008 - Present
Johnson Baur Carrillo, LLP October 1996 - December 2007
Arthur Andersen, LLP January 1991 - January 1996
Skills
CPA, GAAP, Accounting, Financial Reporting, Corporate Tax, Tax, Mergers & Acquisitions
Education
University of Houston 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
Weinstein Spira & Company January 2008 - Present
Johnson Baur Carrillo, LLP October 1996 - December 2007
Arthur Andersen, LLP January 1991 - January 1996
Skills
CPA, GAAP, Accounting, Financial Reporting, Corporate Tax, Tax, Mergers & Acquisitions
Education
University of Houston 1986 — 1990
Bachelor of Business Administration (BBA), Accounting
Amol Gulati Amol Gulati's Weinstein Spira & Company Experience January 2011 - November 2012
Job NGL Marketing Accountant at Oxy
Industry Oil & Energy
Experience
Oxy September 2014 - Present
Ernst & Young November 2012 - August 2014
Weinstein Spira & Company January 2011 - November 2012
Weinstein Spira & Company March 2010 - May 2010
Skills
Auditing, GAAP, Accounting, Financial Reporting, Audit, Variance Analysis, MS Excel Pivot Tables, Internal Audit, Tax, Assurance, Fixed Assets, Financial Audits, SEC filings, US GAAP, Financial Accounting, External Audit, Financial Statements, Big 4, Financial Analysis
Education
University of Houston 2009 — 2010
Master's degree, Accounting
University of Houston 2005 — 2009
Bachelor's degree, Accounting
Oxy September 2014 - Present
Ernst & Young November 2012 - August 2014
Weinstein Spira & Company January 2011 - November 2012
Weinstein Spira & Company March 2010 - May 2010
Skills
Auditing, GAAP, Accounting, Financial Reporting, Audit, Variance Analysis, MS Excel Pivot Tables, Internal Audit, Tax, Assurance, Fixed Assets, Financial Audits, SEC filings, US GAAP, Financial Accounting, External Audit, Financial Statements, Big 4, Financial Analysis
Education
University of Houston 2009 — 2010
Master's degree, Accounting
University of Houston 2005 — 2009
Bachelor's degree, Accounting
Erica Bogan, CPA Erica Bogan, CPA's Weinstein Spira & Company Experience August 1999 - July 2010
Job Accounting Manager at Amerisource Funding, Inc.
Industry Financial Services
Experience
Amerisource Funding, Inc. July 2010 - Present
Weinstein Spira & Company August 1999 - July 2010
Skills
Accounting, GAAP, Financial Reporting, US GAAP, CPA, Sarbanes-Oxley Act, General Ledger, Financial Statements, Auditing, Financial Analysis, Factoring, Internal Controls, SEC filings, Financial Accounting, Tax Accounting
Education
Sam Houston State University 1997 — 1999
BBA, Accounting
Amerisource Funding, Inc. July 2010 - Present
Weinstein Spira & Company August 1999 - July 2010
Skills
Accounting, GAAP, Financial Reporting, US GAAP, CPA, Sarbanes-Oxley Act, General Ledger, Financial Statements, Auditing, Financial Analysis, Factoring, Internal Controls, SEC filings, Financial Accounting, Tax Accounting
Education
Sam Houston State University 1997 — 1999
BBA, Accounting
Steve Clyde Steve Clyde's Weinstein Spira & Company Experience 1974 - 1975
Job Project Management Professional
Industry Construction
Experience
Zachry Industrial, Inc. April 2008 - Present
Icon Realty March 2013 - Present
Affiliated Computer Services October 2001 - June 2007
RadioShack September 1998 - April 2001
Comdisco January 1990 - September 1998
Tesoro April 1984 - September 1989
Pennzoil 1978 - 1984
Houston Natural Gas Company January 1976 - December 1977
Amoco Oil Company (Refinery) June 1975 - December 1975
Weinstein Spira & Company 1974 - 1975
Skills
Risk Management, Project Planning, Operations Management, Project Management, Real Estate, Business Process..., PMP, Microsoft Office, Analysis, Change Management, Program Management, Team Building
Education
University of Houston 1966 — 1974
Bachelor of Buisness Administration, Accounting
Zachry Industrial, Inc. April 2008 - Present
Icon Realty March 2013 - Present
Affiliated Computer Services October 2001 - June 2007
RadioShack September 1998 - April 2001
Comdisco January 1990 - September 1998
Tesoro April 1984 - September 1989
Pennzoil 1978 - 1984
Houston Natural Gas Company January 1976 - December 1977
Amoco Oil Company (Refinery) June 1975 - December 1975
Weinstein Spira & Company 1974 - 1975
Skills
Risk Management, Project Planning, Operations Management, Project Management, Real Estate, Business Process..., PMP, Microsoft Office, Analysis, Change Management, Program Management, Team Building
Education
University of Houston 1966 — 1974
Bachelor of Buisness Administration, Accounting
Scott Bork Scott Bork's Weinstein Spira & Company Experience August 1995 - December 2002
Job Director at LBB & Associates
Industry Accounting
Experience
LBB & Associates February 2012 - Present
Evergreen Industrial Services June 2011 - February 2012
Amega West Services February 2008 - February 2011
MULTI-SHOT LLC February 2005 - November 2007
Miller Grossbard Advisors, LLP 2003 - 2004
Weinstein Spira & Company August 1995 - December 2002
Skills
US GAAP, SEC filings, IPO, GAAP, Due Diligence, Sarbanes-Oxley Act, Financial Modeling, CPA, Accounting, Auditing, Financial Accounting, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1995
Master in Professional Accounting
LBB & Associates February 2012 - Present
Evergreen Industrial Services June 2011 - February 2012
Amega West Services February 2008 - February 2011
MULTI-SHOT LLC February 2005 - November 2007
Miller Grossbard Advisors, LLP 2003 - 2004
Weinstein Spira & Company August 1995 - December 2002
Skills
US GAAP, SEC filings, IPO, GAAP, Due Diligence, Sarbanes-Oxley Act, Financial Modeling, CPA, Accounting, Auditing, Financial Accounting, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1995
Master in Professional Accounting
Kelsey Burgess's Weinstein Spira & Company Experience May 2013 - Present
Job EBP Audit Associate at Weinstein Spira & Company
Industry Higher Education
Experience
Weinstein Spira & Company May 2013 - Present
G3 Visas & Passports, Inc. January 2012 - March 2013
Precision Torque Control April 2010 - December 2011
Northwood University August 2006 - March 2010
Meijer Grocery February 2000 - March 2010
Precision Torque Control 2009 - 2010
Tricia Crivac Bookkeeping & Tax Service 2009 - 2010
UHY Advisors 2004 - 2007
Skills
Quickbooks, Peachtree, CRM software, Spreadsheets, Microsoft Office, Accounting, Outlook, Accounts Payable, Microsoft Excel, Payroll, Accounts Receivable, PowerPoint, Account Reconciliation, Budgets, Event Planning, QuickBooks, Auditing, Inventory Management
Education
Northwood University 2006 — 2010
Bachelor of Business Administration, Accounting
Weinstein Spira & Company May 2013 - Present
G3 Visas & Passports, Inc. January 2012 - March 2013
Precision Torque Control April 2010 - December 2011
Northwood University August 2006 - March 2010
Meijer Grocery February 2000 - March 2010
Precision Torque Control 2009 - 2010
Tricia Crivac Bookkeeping & Tax Service 2009 - 2010
UHY Advisors 2004 - 2007
Skills
Quickbooks, Peachtree, CRM software, Spreadsheets, Microsoft Office, Accounting, Outlook, Accounts Payable, Microsoft Excel, Payroll, Accounts Receivable, PowerPoint, Account Reconciliation, Budgets, Event Planning, QuickBooks, Auditing, Inventory Management
Education
Northwood University 2006 — 2010
Bachelor of Business Administration, Accounting
Kris Ponnequin's Weinstein Spira & Company Experience 2005 - 2010
Job Senior Tax Manager at PKF Texas
Industry Accounting
Experience
PKF Texas August 2015 - Present
GHP Horwath, P.C. June 2014 - July 2015
BiggsKofford January 2013 - June 2014
LaPorte CPAs and Business Advisors July 2011 - January 2013
Hein & Associates January 2010 - January 2011
Weinstein Spira & Company 2005 - 2010
Skills
Tax Research, Corporate Tax, Partnership Taxation, Tax, Income Tax, CPA, S Corporations, Tax Returns, Tax Preparation, ProSystem fx Tax, Accounting, Financial Accounting, QuickBooks, Tax Accounting, General Ledger, Financial Reporting, Internal Controls
Education
Tulane University - A.B. Freeman School of Business 2000 — 2003
Bachelor of Science (BS), Accounting and Finance
University of New Orleans 2003 — 2004
Master of Science (MS), Taxation
PKF Texas August 2015 - Present
GHP Horwath, P.C. June 2014 - July 2015
BiggsKofford January 2013 - June 2014
LaPorte CPAs and Business Advisors July 2011 - January 2013
Hein & Associates January 2010 - January 2011
Weinstein Spira & Company 2005 - 2010
Skills
Tax Research, Corporate Tax, Partnership Taxation, Tax, Income Tax, CPA, S Corporations, Tax Returns, Tax Preparation, ProSystem fx Tax, Accounting, Financial Accounting, QuickBooks, Tax Accounting, General Ledger, Financial Reporting, Internal Controls
Education
Tulane University - A.B. Freeman School of Business 2000 — 2003
Bachelor of Science (BS), Accounting and Finance
University of New Orleans 2003 — 2004
Master of Science (MS), Taxation
Glenda Arnold-Tuthill, CPA Glenda Arnold-Tuthill, CPA's Weinstein Spira & Company Experience November 1995 - October 1997
Job Accountant at Lockton Affinity
Industry Insurance
Experience
Lincoln Harris, LLC March 2009 - August 2013
Alliance Residential Management, LLC October 1999 - May 2008
DX Service Company, Inc. February 1999 - October 1999
NYLCare Health Plans of the Gulf Coast, Inc. October 1997 - February 1999
Weinstein Spira & Company November 1995 - October 1997
Levitz, Zacks & Ciceric January 1991 - October 1995
Skills
Variance Analysis, Financial Reporting, Accounting, Auditing, Financial Analysis, General Ledger, Account Reconciliation, Finance, Internal Controls, Accounts Receivable, Forecasting, GAAP, Accounts Payable, Financial Statements
Education
California State University-Sacramento 1986 — 1988
Accounting
University of California, San Diego 1979 — 1983
BA
Lincoln Harris, LLC March 2009 - August 2013
Alliance Residential Management, LLC October 1999 - May 2008
DX Service Company, Inc. February 1999 - October 1999
NYLCare Health Plans of the Gulf Coast, Inc. October 1997 - February 1999
Weinstein Spira & Company November 1995 - October 1997
Levitz, Zacks & Ciceric January 1991 - October 1995
Skills
Variance Analysis, Financial Reporting, Accounting, Auditing, Financial Analysis, General Ledger, Account Reconciliation, Finance, Internal Controls, Accounts Receivable, Forecasting, GAAP, Accounts Payable, Financial Statements
Education
California State University-Sacramento 1986 — 1988
Accounting
University of California, San Diego 1979 — 1983
BA
David Howard, CPA, CFE David Howard, CPA, CFE's Weinstein Spira & Company Experience February 2011 - July 2012
Job Advisory Manager at Ey
Industry Accounting
Experience
Ernst & Young June 2012 - Present
Weinstein Spira & Company February 2011 - July 2012
Maddox Thomson & Associates January 2010 - February 2011
Chevron June 2008 - January 2010
Skills
Accounting, Financial Analysis, Financial Reporting, General Ledger, Auditing, Internal Controls, GAAP, Assurance, Tax, Finance
Education
University of Houston
Accounting & Management
Ernst & Young June 2012 - Present
Weinstein Spira & Company February 2011 - July 2012
Maddox Thomson & Associates January 2010 - February 2011
Chevron June 2008 - January 2010
Skills
Accounting, Financial Analysis, Financial Reporting, General Ledger, Auditing, Internal Controls, GAAP, Assurance, Tax, Finance
Education
University of Houston
Accounting & Management
Liz Haven Liz Haven's Weinstein Spira & Company Experience May 2006 - December 2007
Job Accounting Supervisor at Katy Independent School District
Industry Accounting
Experience
Katy Independent School District May 2013 - Present
Whitley Penn May 2012 - May 2013
Null-Lairson P.C. April 2011 - April 2012
NYSIF September 2009 - March 2011
Fecteau & Company January 2008 - March 2009
Weinstein Spira & Company May 2006 - December 2007
Hungerford, Aldrin, Nichols & Carter, PC July 1999 - April 2006
Skills
Financial Reporting, CPA, Internal Controls, Accounting, Financial Statements, GAAP, General Ledger
Education
Calvin College 1998 — 2002
BS, Accounting
Katy Independent School District May 2013 - Present
Whitley Penn May 2012 - May 2013
Null-Lairson P.C. April 2011 - April 2012
NYSIF September 2009 - March 2011
Fecteau & Company January 2008 - March 2009
Weinstein Spira & Company May 2006 - December 2007
Hungerford, Aldrin, Nichols & Carter, PC July 1999 - April 2006
Skills
Financial Reporting, CPA, Internal Controls, Accounting, Financial Statements, GAAP, General Ledger
Education
Calvin College 1998 — 2002
BS, Accounting
Victoria (Villemez) Mueller, MSA's Weinstein Spira & Company Experience January 2014 - Present
Job Tax Staff at Weinstein Spira & Co.
Industry Accounting
Experience
Weinstein Spira & Company January 2014 - Present
CommunityBank of Texas October 2012 - December 2013
Hein & Associates 2012 - 2012
BBVA Compass 2008 - 2011
Skills
Accounting, Tax Preparation, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Analysis, Fixed Assets, Microsoft Excel, General Ledger, Budgets, Management, Financial Statements, Finance, Financial Reporting, QuickBooks, Auditing, Financial Accounting, GAAP, Customer Service, Microsoft Office, Banking, Microsoft Word, Access, PowerPoint, SAP, Payroll, Software Documentation, Time Management, Inventory Management, Internal Controls, Variance Analysis, Income Tax, Corporate Tax, Tax Returns
Education
Lamar University 2012 — 2013
Master of Science (M.S.), Accounting
Lamar University 2004 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Weinstein Spira & Company January 2014 - Present
CommunityBank of Texas October 2012 - December 2013
Hein & Associates 2012 - 2012
BBVA Compass 2008 - 2011
Skills
Accounting, Tax Preparation, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Analysis, Fixed Assets, Microsoft Excel, General Ledger, Budgets, Management, Financial Statements, Finance, Financial Reporting, QuickBooks, Auditing, Financial Accounting, GAAP, Customer Service, Microsoft Office, Banking, Microsoft Word, Access, PowerPoint, SAP, Payroll, Software Documentation, Time Management, Inventory Management, Internal Controls, Variance Analysis, Income Tax, Corporate Tax, Tax Returns
Education
Lamar University 2012 — 2013
Master of Science (M.S.), Accounting
Lamar University 2004 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Katie Berend, CPA's Weinstein Spira & Company Experience October 2014 - Present
Job Audit Associate at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company October 2014 - Present
Weinstein Spira & Company June 2014 - October 2014
Weinstein Spira & Company July 2013 - August 2013
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Time Management, Leadership, Customer Service, Access, Google Docs, Facebook, Peachtree, Outlook, Data Entry, Marketing, Delegation, Financial Reporting, Auditing, GAAP, Financial Analysis, Cost Accounting, Management Accounting, Financial Modeling, Internal Controls, IFRS, Financial Audits, General Ledger
Education
University of Houston, C.T. Bauer College of Business 2013 — 2014
Master of Science (MS), Accountancy
Weinstein Spira & Company October 2014 - Present
Weinstein Spira & Company June 2014 - October 2014
Weinstein Spira & Company July 2013 - August 2013
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Time Management, Leadership, Customer Service, Access, Google Docs, Facebook, Peachtree, Outlook, Data Entry, Marketing, Delegation, Financial Reporting, Auditing, GAAP, Financial Analysis, Cost Accounting, Management Accounting, Financial Modeling, Internal Controls, IFRS, Financial Audits, General Ledger
Education
University of Houston, C.T. Bauer College of Business 2013 — 2014
Master of Science (MS), Accountancy
Jill McMurrey Jill McMurrey's Weinstein Spira & Company Experience August 1991 - June 2001
Job Controller at Utex Industries Inc.
Industry Oil & Energy
Experience
Utex Industries Inc. February 2003 - Present
Southwest Wholesale September 2002 - February 2003
Miresco Investment June 2001 - September 2002
Weinstein Spira & Company August 1991 - June 2001
Skills
Accounting, Petroleum, Process Improvement, US GAAP, Sarbanes-Oxley Act, GAAP, Inventory Management, Auditing, General Ledger, Financial Reporting, Project Management, Financial Analysis, Microsoft Word, Contract Negotiation, Strategic Planning, Accounts Receivable, Account Reconciliation, Accounts Payable
Education
University of Houston-Victoria 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Alice High School 1983 — 1986
Utex Industries Inc. February 2003 - Present
Southwest Wholesale September 2002 - February 2003
Miresco Investment June 2001 - September 2002
Weinstein Spira & Company August 1991 - June 2001
Skills
Accounting, Petroleum, Process Improvement, US GAAP, Sarbanes-Oxley Act, GAAP, Inventory Management, Auditing, General Ledger, Financial Reporting, Project Management, Financial Analysis, Microsoft Word, Contract Negotiation, Strategic Planning, Accounts Receivable, Account Reconciliation, Accounts Payable
Education
University of Houston-Victoria 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Alice High School 1983 — 1986
Rachel Raber Rachel Raber's Weinstein Spira & Company Experience February 2013 - June 2013
Job Margining and Collateral Executive at Macquarie Group
Industry Financial Services
Experience
Macquarie Group October 2015 - Present
Macquarie Group January 2014 - October 2015
Shell Trading June 2013 - January 2014
Weinstein Spira & Company February 2013 - June 2013
Greenville Housing Fund May 2011 - July 2011
Skills
Trading Systems, Microsoft Office, Research, Data Analysis, Outlook, Quantitative Research, Event Management, Economics, Billing Systems, Financial Services, Data Entry, Spanish, Bloomberg, Commodity Markets, Reuters 3000, Community Outreach, Nonprofits, Calypso, Dodd-Frank
Education
Furman University 2009 — 2012
Bachelor of Arts (BA), Political Science and Asian Studies
Macquarie Group October 2015 - Present
Macquarie Group January 2014 - October 2015
Shell Trading June 2013 - January 2014
Weinstein Spira & Company February 2013 - June 2013
Greenville Housing Fund May 2011 - July 2011
Skills
Trading Systems, Microsoft Office, Research, Data Analysis, Outlook, Quantitative Research, Event Management, Economics, Billing Systems, Financial Services, Data Entry, Spanish, Bloomberg, Commodity Markets, Reuters 3000, Community Outreach, Nonprofits, Calypso, Dodd-Frank
Education
Furman University 2009 — 2012
Bachelor of Arts (BA), Political Science and Asian Studies
Jennie Biggs Jennie Biggs's Weinstein Spira & Company Experience 1991 - Present
Job Tax Manager at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company 1991 - Present
Skills
CPA, Income Tax, Tax Research, Corporate Tax, Accounting, Tax Preparation, Tax, Financial Accounting
Education
Texas Christian University 1987 — 1991
BBA, Accounting
Weinstein Spira & Company 1991 - Present
Skills
CPA, Income Tax, Tax Research, Corporate Tax, Accounting, Tax Preparation, Tax, Financial Accounting
Education
Texas Christian University 1987 — 1991
BBA, Accounting
Taylor Neese Taylor Neese's Weinstein Spira & Company Experience September 2002 - Present
Job Audit Manager at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company September 2002 - Present
Skills
US GAAP, CPA, Audits of Employee..., GAAP, Financial Reporting, Corporate Tax, Bass Guitar
Education
Texas State University 1997 — 2002
Weinstein Spira & Company September 2002 - Present
Skills
US GAAP, CPA, Audits of Employee..., GAAP, Financial Reporting, Corporate Tax, Bass Guitar
Education
Texas State University 1997 — 2002
Mary Ann Ferguson's Weinstein Spira & Company Experience January 2009 - February 2011
Job Tax Supervisor CPA at Padgett Stratemann
Industry Accounting
Experience
Padgett, Stratemann & Co., LLP February 2011 - Present
Weinstein Spira & Company January 2009 - February 2011
Skills
CPA, Partnership Taxation, Corporate Tax, S Corporations, Individual Income Tax, Multi-State Tax Returns, Tax Research, ProSystem fx Tax, QuickBooks, OneSource, FAS, GAAP
Education
Lamar University 2006 — 2008
Bachelor of Business Administration (BBA), Accounting
Texas A&M University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Padgett, Stratemann & Co., LLP February 2011 - Present
Weinstein Spira & Company January 2009 - February 2011
Skills
CPA, Partnership Taxation, Corporate Tax, S Corporations, Individual Income Tax, Multi-State Tax Returns, Tax Research, ProSystem fx Tax, QuickBooks, OneSource, FAS, GAAP
Education
Lamar University 2006 — 2008
Bachelor of Business Administration (BBA), Accounting
Texas A&M University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Vicki Raynold Vicki Raynold's Weinstein Spira & Company Experience January 1982 - Present
Job Tax Shareholder at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company January 1982 - Present
Ernst and Whinney ( now Ernst & Young) 1978 - 1980
Ernst & Whinney ( now Ernst & Young) 1976 - 1978
Skills
Tax-planning, Tax Advisory, Estate Planning, Corporate Tax, Partnership Taxation, Tax Research, Tax Preparation, CPA, Income Tax, Tax Returns, US GAAP
Education
Case Western Reserve University 1980 — 1981
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (BBA), Accounting
Weinstein Spira & Company January 1982 - Present
Ernst and Whinney ( now Ernst & Young) 1978 - 1980
Ernst & Whinney ( now Ernst & Young) 1976 - 1978
Skills
Tax-planning, Tax Advisory, Estate Planning, Corporate Tax, Partnership Taxation, Tax Research, Tax Preparation, CPA, Income Tax, Tax Returns, US GAAP
Education
Case Western Reserve University 1980 — 1981
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (BBA), Accounting
Kristin Murray's Weinstein Spira & Company Experience January 2008 - Present
Job Shareholder at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company January 2008 - Present
Johnson Baur Carrillo LLP March 1998 - January 2008
Arthur Andersen LLP August 1990 - March 1998
Skills
Accounting, Tax, Income Tax, Corporate Tax, Tax Preparation, QuickBooks, CPA, Partnership Taxation, Tax Accounting, Financial Analysis, Management
Education
Tulane University - A.B. Freeman School of Business
Weinstein Spira & Company January 2008 - Present
Johnson Baur Carrillo LLP March 1998 - January 2008
Arthur Andersen LLP August 1990 - March 1998
Skills
Accounting, Tax, Income Tax, Corporate Tax, Tax Preparation, QuickBooks, CPA, Partnership Taxation, Tax Accounting, Financial Analysis, Management
Education
Tulane University - A.B. Freeman School of Business
Beth Willard Beth Willard's Weinstein Spira & Company Experience August 1998 - November 2008
Job Tax Reporting Manager at Quanex Building Products Corporation
Industry Accounting
Experience
Quanex Building Products Corporation December 2010 - Present
Briggs & Veselka Co. November 2009 - December 2010
Hunter-Sullivan Financial Services December 2008 - October 2009
Weinstein Spira & Company August 1998 - November 2008
Skills
Tax Research, Accounting, Tax, Financial Reporting, CPA, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, QuickBooks, US GAAP
Education
State University of New York College at Geneseo 1994 — 1998
BS, Accounting
Quanex Building Products Corporation December 2010 - Present
Briggs & Veselka Co. November 2009 - December 2010
Hunter-Sullivan Financial Services December 2008 - October 2009
Weinstein Spira & Company August 1998 - November 2008
Skills
Tax Research, Accounting, Tax, Financial Reporting, CPA, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, QuickBooks, US GAAP
Education
State University of New York College at Geneseo 1994 — 1998
BS, Accounting
Sarah Maloy Sarah Maloy's Weinstein Spira & Company Experience January 2009 - May 2012
Job Project Accountant at Bechtel Corporation
Industry Accounting
Experience
Bechtel Corporation April 2012 - Present
Weinstein Spira & Company January 2009 - May 2012
Weinstein Spira & Company June 2008 - August 2008
State Farm Insurance Company December 2003 - August 2004
Education
Sam Houston State University 2004 — 2008
Accounting, Business
Bechtel Corporation April 2012 - Present
Weinstein Spira & Company January 2009 - May 2012
Weinstein Spira & Company June 2008 - August 2008
State Farm Insurance Company December 2003 - August 2004
Education
Sam Houston State University 2004 — 2008
Accounting, Business
Anil J. Sohani's Weinstein Spira & Company Experience January 2012 - May 2012
Job Market Analytics at NRG Energy
Industry Human Resources
Experience
NRG Energy August 2015 - Present
Constellation November 2014 - July 2015
Aon Hewitt January 2014 - October 2014
Cynosure Technologies LLC September 2012 - January 2014
Kammey Solutions, Inc. August 2013 - December 2013
Xavier Reyna, Certified Public Accountant June 2012 - August 2012
Weinstein Spira & Company January 2012 - May 2012
Victoria's Secret November 2010 - April 2012
Sohani, LLC. D.B.A. Dollar Plus Store June 2009 - July 2010
QZ, LLC. D.B.A. Dollar Store #24 June 2006 - May 2009
Skills
SAP ERP, SAP BusinessObjects:..., SAP Business One, SAP, SQL, Project Management, Lodestar, Siebel, Analysis, Human Resources, Inventory Management, Customer Service, Access, Microsoft Excel, Accounts Payable, Sales, Invoicing, Microsoft Office, CRM, Purchasing, PowerPoint, Accounting, Microsoft Word, Visio, QuickBooks, Business Analysis, Account Reconciliation, Java, Adobe Acrobat, Professional..., Vendor Relationships, Flow Diagrams, Financial Statement..., Statement Analysis, Public Speaking, Outlook, JavaScript, VBScript, ETRM, Energy Trading Systems, Leadership, Gaspro, Teamwork, Employee Database..., Requirements Analysis, Data Migration, Microsoft Dynamics, Advanced Table Editor, Management
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Bachelor of Business Administration (BBA), Management Information Systems and Services
Clements HS 2003 — 2006
Diploma, General Studies
NRG Energy August 2015 - Present
Constellation November 2014 - July 2015
Aon Hewitt January 2014 - October 2014
Cynosure Technologies LLC September 2012 - January 2014
Kammey Solutions, Inc. August 2013 - December 2013
Xavier Reyna, Certified Public Accountant June 2012 - August 2012
Weinstein Spira & Company January 2012 - May 2012
Victoria's Secret November 2010 - April 2012
Sohani, LLC. D.B.A. Dollar Plus Store June 2009 - July 2010
QZ, LLC. D.B.A. Dollar Store #24 June 2006 - May 2009
Skills
SAP ERP, SAP BusinessObjects:..., SAP Business One, SAP, SQL, Project Management, Lodestar, Siebel, Analysis, Human Resources, Inventory Management, Customer Service, Access, Microsoft Excel, Accounts Payable, Sales, Invoicing, Microsoft Office, CRM, Purchasing, PowerPoint, Accounting, Microsoft Word, Visio, QuickBooks, Business Analysis, Account Reconciliation, Java, Adobe Acrobat, Professional..., Vendor Relationships, Flow Diagrams, Financial Statement..., Statement Analysis, Public Speaking, Outlook, JavaScript, VBScript, ETRM, Energy Trading Systems, Leadership, Gaspro, Teamwork, Employee Database..., Requirements Analysis, Data Migration, Microsoft Dynamics, Advanced Table Editor, Management
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Bachelor of Business Administration (BBA), Management Information Systems and Services
Clements HS 2003 — 2006
Diploma, General Studies
Geoffrey Kreiger Geoffrey Kreiger's Weinstein Spira & Company Experience 1975 - 1979
Job Financial Controller at Longhorn Health Solutions
Industry Accounting
Experience
Longhorn Health Solutions November 2013 - Present
Geoffrey W. Kreiger, Accounting Consultant January 2003 - Present
Treaty Oaks Financial Services Corporation April 2006 - December 2006
TippingPoint Technologies August 2002 - December 2002
DTM Corporation October 1997 - September 2001
Austin Software Foundry, Inc. 1996 - 1997
Datamarine International 1988 - 1995
Adelphia Communications 1986 - 1988
Coopers & Lybrand 1979 - 1986
Weinstein Spira & Company 1975 - 1979
Skills
Accounting, Auditing, IPO, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, Operations Management, Finance, Cost Accounting, Tax, Account Reconciliation, Accounts Receivable, QuickBooks, GAAP, CPA, US GAAP, Sarbanes-Oxley, Revenue Recognition, General Ledger, Mergers & Acquisitions, SEC Filings
Education
The University of Texas at Austin 1969 — 1974
BBA, Accounting
Reagan High School 1966 — 1969
Longhorn Health Solutions November 2013 - Present
Geoffrey W. Kreiger, Accounting Consultant January 2003 - Present
Treaty Oaks Financial Services Corporation April 2006 - December 2006
TippingPoint Technologies August 2002 - December 2002
DTM Corporation October 1997 - September 2001
Austin Software Foundry, Inc. 1996 - 1997
Datamarine International 1988 - 1995
Adelphia Communications 1986 - 1988
Coopers & Lybrand 1979 - 1986
Weinstein Spira & Company 1975 - 1979
Skills
Accounting, Auditing, IPO, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, Operations Management, Finance, Cost Accounting, Tax, Account Reconciliation, Accounts Receivable, QuickBooks, GAAP, CPA, US GAAP, Sarbanes-Oxley, Revenue Recognition, General Ledger, Mergers & Acquisitions, SEC Filings
Education
The University of Texas at Austin 1969 — 1974
BBA, Accounting
Reagan High School 1966 — 1969
Frank Kiolbassa's Weinstein Spira & Company Experience August 1992 - December 1993
Job CFO, Finance Director in Manufacturing, Distribution, Service & Oilfield Services serving the energy sector
Industry Oil & Energy
Experience
FMC Technologies June 2014 - Present
Weatherford International August 2013 - February 2014
Tyco Flow Control / Pentair November 2012 - June 2013
Tyco (Valves & Controls - Flow Control segment) November 2003 - November 2012
Warren Electric Group December 1998 - November 2003
Cooperheat-MSQ November 2001 - April 2002
UHY LLP December 1993 - December 1998
Weinstein Spira & Company August 1992 - December 1993
Skills
Sarbanes-Oxley Act, Financial Reporting, US GAAP, Internal Controls, Hyperion Enterprise, Forecasting, Financial Audits, Financial Analysis, Consolidation, Process Improvement, Finance, Cash Flow, Mergers & Acquisitions, Leadership, Sarbanes-Oxley, Managerial Finance, Acquisition Integration, Cash Flow Forecasting, External Audit, Operational Excellence, Auditing, Risk Management, Business Process..., Budgets, Restructuring, Internal Audit, Tax, Executive Management, Strategic Financial..., SEC filings, Divestitures, FCPA, Revenue Recognition, Due Diligence, Cost Accounting, Cash Management, Working Capital..., Financial Accounting, Business Planning, Accounting, Accounts Payable, Accounts Receivable, GAAP, Strategy, Treasury, Variance Analysis, Talent Management, Change Management, working, Expansions
Education
Texas A&M University 1986 — 1991
Bachelor of Business Administration (BBA), Accounting
FMC Technologies June 2014 - Present
Weatherford International August 2013 - February 2014
Tyco Flow Control / Pentair November 2012 - June 2013
Tyco (Valves & Controls - Flow Control segment) November 2003 - November 2012
Warren Electric Group December 1998 - November 2003
Cooperheat-MSQ November 2001 - April 2002
UHY LLP December 1993 - December 1998
Weinstein Spira & Company August 1992 - December 1993
Skills
Sarbanes-Oxley Act, Financial Reporting, US GAAP, Internal Controls, Hyperion Enterprise, Forecasting, Financial Audits, Financial Analysis, Consolidation, Process Improvement, Finance, Cash Flow, Mergers & Acquisitions, Leadership, Sarbanes-Oxley, Managerial Finance, Acquisition Integration, Cash Flow Forecasting, External Audit, Operational Excellence, Auditing, Risk Management, Business Process..., Budgets, Restructuring, Internal Audit, Tax, Executive Management, Strategic Financial..., SEC filings, Divestitures, FCPA, Revenue Recognition, Due Diligence, Cost Accounting, Cash Management, Working Capital..., Financial Accounting, Business Planning, Accounting, Accounts Payable, Accounts Receivable, GAAP, Strategy, Treasury, Variance Analysis, Talent Management, Change Management, working, Expansions
Education
Texas A&M University 1986 — 1991
Bachelor of Business Administration (BBA), Accounting
Marie-Pierre Stien's Weinstein Spira & Company Experience August 2012 - May 2015
Job Director of Human Resources at The Kinkaid School
Industry Human Resources
Experience
The Kinkaid School May 2015 - Present
Weinstein Spira & Company August 2012 - May 2015
Douglass Media Group May 2008 - August 2012
University of St. Thomas-Houston 2004 - 2008
University of St. Thomas-Houston 1997 - 2003
Rice University 1994 - 1997
Robert Half Technology 1989 - 1989
ARTHUR ANDERSEN (Official) 1987 - 1989
Skills
Leadership, Strategic Planning, HRIS, Organizational..., HR Policies, Compensation & Benefit, Benefits Administration, Human Resources, Change Management, 401k, PeopleSoft, Training, Employee Handbooks, Employee Relations, Performance Management, FMLA, Staff Retention, Human Capital, Project Management, Restructuring, Section 125 Plans, 403b, Health Plans, Oracle SQL
Education
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1986
MBA, Organizational Behavior
Ecole de Management de Lyon 1982 — 1986
BBA, Business Administration and Management, General
The Kinkaid School May 2015 - Present
Weinstein Spira & Company August 2012 - May 2015
Douglass Media Group May 2008 - August 2012
University of St. Thomas-Houston 2004 - 2008
University of St. Thomas-Houston 1997 - 2003
Rice University 1994 - 1997
Robert Half Technology 1989 - 1989
ARTHUR ANDERSEN (Official) 1987 - 1989
Skills
Leadership, Strategic Planning, HRIS, Organizational..., HR Policies, Compensation & Benefit, Benefits Administration, Human Resources, Change Management, 401k, PeopleSoft, Training, Employee Handbooks, Employee Relations, Performance Management, FMLA, Staff Retention, Human Capital, Project Management, Restructuring, Section 125 Plans, 403b, Health Plans, Oracle SQL
Education
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1986
MBA, Organizational Behavior
Ecole de Management de Lyon 1982 — 1986
BBA, Business Administration and Management, General
Lolita Guillory's Weinstein Spira & Company Experience 1994 - 1995
Job Financial Planning & Analysis Manager at CEVA Logistics
Industry Oil & Energy
Experience
CEVA Logistics September 2011 - Present
Shell Oil Company 2001 - July 2009
Coca-Cola Enterprises 1997 - 2001
Sparks Financial Group, Inc. 1996 - April 1997
Mishra Associates, P.C. 1995 - 1996
Weinstein Spira & Company 1994 - 1995
Dodd & Associates LTD 1991 - 1993
Skills
Account Reconciliation, Accounting, Variance Analysis, Sarbanes-Oxley Act, Financial Accounting, Journal Entries, Financial Analysis, Financial Reporting, IFRS, Financial Statements, Auditing, Process Improvement, Sarbanes-Oxley, SAP, Hyperion Enterprise, Microsoft Excel, Accounts Payable, Access, Forecasting
Education
Mississippi State University - College of Business and Industry 1987 — 1991
BPA, Accounting
CEVA Logistics September 2011 - Present
Shell Oil Company 2001 - July 2009
Coca-Cola Enterprises 1997 - 2001
Sparks Financial Group, Inc. 1996 - April 1997
Mishra Associates, P.C. 1995 - 1996
Weinstein Spira & Company 1994 - 1995
Dodd & Associates LTD 1991 - 1993
Skills
Account Reconciliation, Accounting, Variance Analysis, Sarbanes-Oxley Act, Financial Accounting, Journal Entries, Financial Analysis, Financial Reporting, IFRS, Financial Statements, Auditing, Process Improvement, Sarbanes-Oxley, SAP, Hyperion Enterprise, Microsoft Excel, Accounts Payable, Access, Forecasting
Education
Mississippi State University - College of Business and Industry 1987 — 1991
BPA, Accounting
Shelley Jackson's Weinstein Spira & Company Experience February 1994 - January 1996
Job Financial Reporting Manager at Frank's International N.V.
Industry Accounting
Experience
Frank's International N.V. December 2013 - Present
Black Elk Energy, LLC May 2011 - December 2013
Trico Marine Services, Inc. January 2009 - May 2011
Franklin Bank December 2005 - November 2008
Synagro February 2003 - December 2005
Warren Electric Group July 2000 - December 2002
CHRISTUS Health August 1999 - July 2000
CMS Oil and Gas September 1997 - August 1999
PricewaterhouseCoopers January 1996 - September 1997
Weinstein Spira & Company February 1994 - January 1996
Skills
Accountants, SEC filings, Performance Management, CPA, Auditing, Accounting, General Ledger, Budgets, Financial Reporting, Sarbanes-Oxley Act, Accounts Payable, Finance, Consolidation, Account Reconciliation, Financial Analysis, Internal Financial..., Forecasting, Staff Management, Financial Statements, SEC Filings, Internal Audit, Press Releases, Sarbanes-Oxley, Statutory Compliances, Equity Plans
Education
Houston Baptist University 1998 — 2000
MBA, Finance
University of Houston, C.T. Bauer College of Business 1990 — 1994
BBA, Accounting
Frank's International N.V. December 2013 - Present
Black Elk Energy, LLC May 2011 - December 2013
Trico Marine Services, Inc. January 2009 - May 2011
Franklin Bank December 2005 - November 2008
Synagro February 2003 - December 2005
Warren Electric Group July 2000 - December 2002
CHRISTUS Health August 1999 - July 2000
CMS Oil and Gas September 1997 - August 1999
PricewaterhouseCoopers January 1996 - September 1997
Weinstein Spira & Company February 1994 - January 1996
Skills
Accountants, SEC filings, Performance Management, CPA, Auditing, Accounting, General Ledger, Budgets, Financial Reporting, Sarbanes-Oxley Act, Accounts Payable, Finance, Consolidation, Account Reconciliation, Financial Analysis, Internal Financial..., Forecasting, Staff Management, Financial Statements, SEC Filings, Internal Audit, Press Releases, Sarbanes-Oxley, Statutory Compliances, Equity Plans
Education
Houston Baptist University 1998 — 2000
MBA, Finance
University of Houston, C.T. Bauer College of Business 1990 — 1994
BBA, Accounting
Johannes Ragin's Weinstein Spira & Company Experience January 2012 - Present
Job Senior Audit Associate at Weinstein Spira & Co.
Industry Accounting
Experience
Weinstein Spira & Company January 2012 - Present
Ham, Langston, & Brezina, LLP January 2009 - December 2009
Education
University of Houston-Clear Lake 2008 — 2011
BS, Accounting
University of Houston-Clear Lake 2007 — 2008
BS, Finance
Weinstein Spira & Company January 2012 - Present
Ham, Langston, & Brezina, LLP January 2009 - December 2009
Education
University of Houston-Clear Lake 2008 — 2011
BS, Accounting
University of Houston-Clear Lake 2007 — 2008
BS, Finance
Gary Hammons's Weinstein Spira & Company Experience May 2001 - May 2008
Job CFO at The Directional Drilling Company
Industry Oil & Energy
Experience
The Directional Drilling Company May 2008 - Present
Weinstein Spira & Company May 2001 - May 2008
The 293rd 1994 - 1996
Education
Texas A&M University 1996 — 2000
Bachelor in Business, Accounting
Hooks High School 1987 — 1991
yes, General
The Directional Drilling Company May 2008 - Present
Weinstein Spira & Company May 2001 - May 2008
The 293rd 1994 - 1996
Education
Texas A&M University 1996 — 2000
Bachelor in Business, Accounting
Hooks High School 1987 — 1991
yes, General
Brian Wolf, CPA's Weinstein Spira & Company Experience June 2005 - October 2006
Job Lead, Budgeting and Forecasting at Enbridge Energy
Industry Oil & Energy
Experience
Enbridge Energy November 2014 - Present
Enbridge Energy September 2013 - November 2014
Enbridge Energy April 2011 - September 2013
Briggs & Veselka Co. December 2009 - June 2010
ERE LLP November 2006 - August 2009
Weinstein Spira & Company June 2005 - October 2006
Skills
Financial Reporting, US GAAP, Audits of Employee..., Corporate Budgeting, Financial Forecasting, Financial Accounting, Corporate Tax, Income Tax, Long Range Planning, Financial Modeling, CPA
Education
University of Houston-Clear Lake 2004 — 2006
M.S, Accounting
The University of Texas at Austin 1998 — 2002
Bachelor’s Degree, Finance
Enbridge Energy November 2014 - Present
Enbridge Energy September 2013 - November 2014
Enbridge Energy April 2011 - September 2013
Briggs & Veselka Co. December 2009 - June 2010
ERE LLP November 2006 - August 2009
Weinstein Spira & Company June 2005 - October 2006
Skills
Financial Reporting, US GAAP, Audits of Employee..., Corporate Budgeting, Financial Forecasting, Financial Accounting, Corporate Tax, Income Tax, Long Range Planning, Financial Modeling, CPA
Education
University of Houston-Clear Lake 2004 — 2006
M.S, Accounting
The University of Texas at Austin 1998 — 2002
Bachelor’s Degree, Finance
Brenda Gillan's Weinstein Spira & Company Experience January 1990 - April 2003
Job Director at LBB & Associates Ltd., LLP
Industry Accounting
Experience
LBB & Associates Ltd., LLP July 2014 - Present
Hein & Associates January 2005 - June 2014
Weinstein Spira & Company January 1990 - April 2003
Ernst & Young September 1986 - December 1989
Skills
SEC reporting, SOX, Midstream, Oilfield Services, Accounting, SEC filings, Sarbanes-Oxley Act, Oilfield, CPA, Auditing
Education
The University of Texas at Austin 1979 — 1986
BA, BBA, Biology and Accounting
LBB & Associates Ltd., LLP July 2014 - Present
Hein & Associates January 2005 - June 2014
Weinstein Spira & Company January 1990 - April 2003
Ernst & Young September 1986 - December 1989
Skills
SEC reporting, SOX, Midstream, Oilfield Services, Accounting, SEC filings, Sarbanes-Oxley Act, Oilfield, CPA, Auditing
Education
The University of Texas at Austin 1979 — 1986
BA, BBA, Biology and Accounting
Hugh Gardenier's Weinstein Spira & Company Experience 1975 - 1975
Job Partner at Gardenier & Associates, PLLC
Industry Accounting
Experience
Gardenier & Associates, PLLC August 2010 - Present
Lake & Gardenier, LLP January 2001 - January 2011
Gardenier & Company, P.C. 1984 - 2000
KMG Main Hurdman 1980 - 1984
First City Bancorp May 1978 - May 1980
First City Bancorporation May 1977 - April 1978
First City Bancorporation of Texas June 1975 - May 1977
Weinstein Spira & Company 1975 - 1975
Skills
Forensic Accounting, Fraud, Certified Fraud Examiner, Litigation Support, Auditing, Computer Forensics, CPA, Expert Witness, Digital Forensics, Accounting, Internal Audit, Mergers & Acquisitions, Auditing - Employee..., Forensic Analysis, IT Audit, Bankruptcy, Fraud Investigations, Auditing - Nonprofit..., Auditing - Labor..., Auditing - Financial..., Commercial Bankruptcy..., Expert Testimony, Single Audits, Certified in Financial..., Auditing - Health and..., Finance, Internal Controls, Business Valuation, Analysis
Education
Sam Houston State University 2008 — 2010
2010, MS Digital Forensics
University of Houston 1978 — 1981
1981, MS Accountancy
University of Houston 1973 — 1975
BBA, Accounting
The University of Texas at Austin 1969 — 1972
Sewanee Military Academy 1967 — 1969
Gardenier & Associates, PLLC August 2010 - Present
Lake & Gardenier, LLP January 2001 - January 2011
Gardenier & Company, P.C. 1984 - 2000
KMG Main Hurdman 1980 - 1984
First City Bancorp May 1978 - May 1980
First City Bancorporation May 1977 - April 1978
First City Bancorporation of Texas June 1975 - May 1977
Weinstein Spira & Company 1975 - 1975
Skills
Forensic Accounting, Fraud, Certified Fraud Examiner, Litigation Support, Auditing, Computer Forensics, CPA, Expert Witness, Digital Forensics, Accounting, Internal Audit, Mergers & Acquisitions, Auditing - Employee..., Forensic Analysis, IT Audit, Bankruptcy, Fraud Investigations, Auditing - Nonprofit..., Auditing - Labor..., Auditing - Financial..., Commercial Bankruptcy..., Expert Testimony, Single Audits, Certified in Financial..., Auditing - Health and..., Finance, Internal Controls, Business Valuation, Analysis
Education
Sam Houston State University 2008 — 2010
2010, MS Digital Forensics
University of Houston 1978 — 1981
1981, MS Accountancy
University of Houston 1973 — 1975
BBA, Accounting
The University of Texas at Austin 1969 — 1972
Sewanee Military Academy 1967 — 1969
Steven Finkelman's Weinstein Spira & Company Experience 1982 - 1990
Job Chief Financial Officer at Scope Imports, Inc.
Industry Apparel & Fashion
Experience
Scope Imports, Inc. August 1990 - Present
Weinstein Spira & Company 1982 - 1990
Education
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (B.B.A.), Accounting
The University of Texas at Austin - Red McCombs School of Business 1978 — 1982
BBA, Accounting
Scope Imports, Inc. August 1990 - Present
Weinstein Spira & Company 1982 - 1990
Education
The University of Texas at Austin 1978 — 1982
Bachelor of Business Administration (B.B.A.), Accounting
The University of Texas at Austin - Red McCombs School of Business 1978 — 1982
BBA, Accounting
Joseph Nguyen's Weinstein Spira & Company Experience January 2010 - December 2010
Job Senior Associate at Ernst & Young
Industry Accounting
Experience
Ernst & Young January 2011 - Present
Weinstein Spira & Company January 2010 - December 2010
Texas Bay Area Credit Union January 2007 - December 2009
Texas Bay Area Credit Union May 2003 - December 2006
KPMG Audit 2006 - 2006
Skills
Accounting, Auditing, Audit, Financial Reporting, Banking
Education
University of Houston 2003 — 2007
MS in Accountancy, Accounting
University of Houston, C.T. Bauer College of Business 2003 — 2007
MS in Accountancy, Accounting
Ernst & Young January 2011 - Present
Weinstein Spira & Company January 2010 - December 2010
Texas Bay Area Credit Union January 2007 - December 2009
Texas Bay Area Credit Union May 2003 - December 2006
KPMG Audit 2006 - 2006
Skills
Accounting, Auditing, Audit, Financial Reporting, Banking
Education
University of Houston 2003 — 2007
MS in Accountancy, Accounting
University of Houston, C.T. Bauer College of Business 2003 — 2007
MS in Accountancy, Accounting
Denise Woods's Weinstein Spira & Company Experience 2006 - Present
Job Director Employee Benefit Plans at Weinstein Spira & Company
Industry Human Resources
Experience
Weinstein Spira & Company 2006 - Present
KPMG May 2002 - August 2006
Arthur Andersen LLP August 1994 - May 2002
Skills
Employee Benefit Plan..., Accounting, GAAP, CPA, US GAAP, SEC filings, Auditing, Assurance, Internal Controls, Human Resources, Financial Reporting, External Audit, Employee Benefits, Financial Statements, Mergers, Tax Accounting, General Ledger, SEC Filings
Education
Texas A&M University 1990 — 1994
Bachelor's Degree, Accounting
Weinstein Spira & Company 2006 - Present
KPMG May 2002 - August 2006
Arthur Andersen LLP August 1994 - May 2002
Skills
Employee Benefit Plan..., Accounting, GAAP, CPA, US GAAP, SEC filings, Auditing, Assurance, Internal Controls, Human Resources, Financial Reporting, External Audit, Employee Benefits, Financial Statements, Mergers, Tax Accounting, General Ledger, SEC Filings
Education
Texas A&M University 1990 — 1994
Bachelor's Degree, Accounting
Danny Belcher, CPA's Weinstein Spira & Company Experience April 2006 - December 2009
Job Audit Manager at Ernst & Young
Industry Banking
Experience
Ernst & Young October 2011 - Present
Vianda, LLC March 2010 - August 2011
Weinstein Spira & Company April 2006 - December 2009
Ernst & Young August 2004 - March 2006
Skills
Financial Reporting, GAAP, Internal Controls, External Audit, Auditing, Accounting, Audit, Financial Accounting, Excel, Assurance, Cash Management, Financial Modeling, CPA, Sarbanes-Oxley Act, SEC filings, US GAAP, Financial Analysis, Microsoft Excel
Education
Tulane University 2000 — 2004
BSM, Accounting and Finance
Ernst & Young October 2011 - Present
Vianda, LLC March 2010 - August 2011
Weinstein Spira & Company April 2006 - December 2009
Ernst & Young August 2004 - March 2006
Skills
Financial Reporting, GAAP, Internal Controls, External Audit, Auditing, Accounting, Audit, Financial Accounting, Excel, Assurance, Cash Management, Financial Modeling, CPA, Sarbanes-Oxley Act, SEC filings, US GAAP, Financial Analysis, Microsoft Excel
Education
Tulane University 2000 — 2004
BSM, Accounting and Finance
Jim Konen's Weinstein Spira & Company Experience January 1975 - June 2009
Job Taking it Easy at Retired
Industry Accounting
Rachel Werner's Weinstein Spira & Company Experience July 2012 - Present
Job Audit Manager at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company July 2012 - Present
Weinstein Spira & Company June 2011 - July 2012
Weinstein Spira & Company June 2009 - June 2011
American Airlines July 2008 - April 2009
Grant Thornton June 2006 - July 2008
Skills
CPA, Auditing, US GAAP, GAAP, Assurance, External Audit, Financial Reporting, Financial Accounting, Accounting, General Ledger, Internal Audit, Internal Controls, SEC filings, Sarbanes-Oxley Act, Corporate Tax
Education
Houston Baptist University - College of Business and Economics 2001 — 2006
Master's Degree, Accounting
Weinstein Spira & Company July 2012 - Present
Weinstein Spira & Company June 2011 - July 2012
Weinstein Spira & Company June 2009 - June 2011
American Airlines July 2008 - April 2009
Grant Thornton June 2006 - July 2008
Skills
CPA, Auditing, US GAAP, GAAP, Assurance, External Audit, Financial Reporting, Financial Accounting, Accounting, General Ledger, Internal Audit, Internal Controls, SEC filings, Sarbanes-Oxley Act, Corporate Tax
Education
Houston Baptist University - College of Business and Economics 2001 — 2006
Master's Degree, Accounting
Elizabeth Condic's Weinstein Spira & Company Experience 1996 - 1998
Job Vice President for Finance
Industry Higher Education
Experience
University of St. Thomas-Houston 2014 - Present
University of Mary 2012 - 2014
TechTrans International, Inc. 2004 - 2012
TR Moore & Company, A Doeren Mayhew Firm 2002 - 2004
Nommensen & Williams, PC 1998 - 2000
Weinstein Spira & Company 1996 - 1998
Honeywell Aerospace 1993 - 1995
Barrios Technology, LTD 1989 - 1993
Skills
Financial Reporting, Accounting, GAAP, Financial Accounting, Internal Controls, QuickBooks, CPA, Financial Analysis, General Ledger, Budgets, Sarbanes-Oxley Act, Analysis, Auditing, Payroll
Education
University of Houston-Clear Lake
MS, Accounting
University of St. Thomas-Houston 2014 - Present
University of Mary 2012 - 2014
TechTrans International, Inc. 2004 - 2012
TR Moore & Company, A Doeren Mayhew Firm 2002 - 2004
Nommensen & Williams, PC 1998 - 2000
Weinstein Spira & Company 1996 - 1998
Honeywell Aerospace 1993 - 1995
Barrios Technology, LTD 1989 - 1993
Skills
Financial Reporting, Accounting, GAAP, Financial Accounting, Internal Controls, QuickBooks, CPA, Financial Analysis, General Ledger, Budgets, Sarbanes-Oxley Act, Analysis, Auditing, Payroll
Education
University of Houston-Clear Lake
MS, Accounting
Melissa Elster's Weinstein Spira & Company Experience September 2002 - June 2005
Job Sr. Internal Auditor at Fort Bend County
Industry Utilities
Experience
Fort Bend County January 2011 - Present
RRI Energy, Inc. March 2009 - February 2010
Reliant Energy June 2005 - March 2009
Weinstein Spira & Company September 2002 - June 2005
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, US GAAP, GAAP, Financial Reporting, Accounting, External Audit, General Ledger
Education
University of Houston-Clear Lake 2000 — 2002
Bachelor of Science, Accounting
Fort Bend County January 2011 - Present
RRI Energy, Inc. March 2009 - February 2010
Reliant Energy June 2005 - March 2009
Weinstein Spira & Company September 2002 - June 2005
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, US GAAP, GAAP, Financial Reporting, Accounting, External Audit, General Ledger
Education
University of Houston-Clear Lake 2000 — 2002
Bachelor of Science, Accounting
Tobias McFaul's Weinstein Spira & Company Experience July 2003 - Present
Job Tax Manager at Weinstein Spira
Industry Accounting
Experience
Weinstein Spira & Company July 2003 - Present
UHY Advisors December 2000 - July 2003
Skills
Corporate Tax, Tax Research, Consolidated Returns, Tax Accounting, Multi-state tax returns, Tax Consolidation, Tax, CCH Research, Foreign Tax Credit, Subpart F, Employment Tax, C-Corp, State Tax Planning, Trust Taxation, CPA, Partnership Taxation, Tax Preparation, Income Tax, Accounting
Education
Texas A&M University-Corpus Christi 1998 — 2000
Master of Accountancy, Taxation
Del Mar College 1995 — 1998
Associate's degree - Business Administration, Business Administration and Management, General
Weinstein Spira & Company July 2003 - Present
UHY Advisors December 2000 - July 2003
Skills
Corporate Tax, Tax Research, Consolidated Returns, Tax Accounting, Multi-state tax returns, Tax Consolidation, Tax, CCH Research, Foreign Tax Credit, Subpart F, Employment Tax, C-Corp, State Tax Planning, Trust Taxation, CPA, Partnership Taxation, Tax Preparation, Income Tax, Accounting
Education
Texas A&M University-Corpus Christi 1998 — 2000
Master of Accountancy, Taxation
Del Mar College 1995 — 1998
Associate's degree - Business Administration, Business Administration and Management, General
Liz Manchester, CPA's Weinstein Spira & Company Experience October 2010 - September 2012
Job Manager Financial Reporting at Air Liquide
Industry Accounting
Experience
Worldwide Machinery December 2013 - Present
Air Liquide September 2012 - December 2013
Weinstein Spira & Company October 2010 - September 2012
Grant Thornton LLP September 2008 - October 2010
Skills
US GAAP, SEC filings, General Ledger, External Audit, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Financial Reporting, GAAP, CPA, Auditing, Accounting, Financial Statements, Assurance, IFRS
Education
Texas A&M University - Mays Business School 2007 — 2008
Masters, Accounting
Texas A&M University - Mays Business School 2003 — 2007
Bachelors, Accounting
Worldwide Machinery December 2013 - Present
Air Liquide September 2012 - December 2013
Weinstein Spira & Company October 2010 - September 2012
Grant Thornton LLP September 2008 - October 2010
Skills
US GAAP, SEC filings, General Ledger, External Audit, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Financial Reporting, GAAP, CPA, Auditing, Accounting, Financial Statements, Assurance, IFRS
Education
Texas A&M University - Mays Business School 2007 — 2008
Masters, Accounting
Texas A&M University - Mays Business School 2003 — 2007
Bachelors, Accounting
Dylan L. Tran's Weinstein Spira & Company Experience November 2013 - Present
Job Tax Senior at Weinstein Spira & Co.
Industry Accounting
Experience
Weinstein Spira & Company November 2013 - Present
Margolis Phipps & Wright P.C. (now McGladrey) June 2013 - November 2013
PMB Helin Donovan June 2012 - June 2013
London & Co., LLP February 2011 - June 2012
AATS, LLC January 2010 - January 2011
C. Moniz Productions August 2009 - December 2009
NOAA August 2007 - October 2009
University of Hawaii at Manoa August 2004 - July 2007
Skills
Prosystem (fx) Tax, Prosystem (fx)..., Peachtree, Datafaction, BNA Tax Planner, Microsoft Office, RIA Checkpoint, High Net Worth..., Income Tax, Personal Tax Planning, Small Business Tax, Corporate Tax, QuickBooks, Account Reconciliation, Financial Statements, Finance, Payroll, Budgets, Tax Preparation, Auditing, RIA, Journal Entries, Tax Research, Tax Returns, Accounting, ProSystem fx Tax, Tax, Tax Law
Education
University of Hawaii - College of Business Administration 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
Kapiolani Community College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts
Weinstein Spira & Company November 2013 - Present
Margolis Phipps & Wright P.C. (now McGladrey) June 2013 - November 2013
PMB Helin Donovan June 2012 - June 2013
London & Co., LLP February 2011 - June 2012
AATS, LLC January 2010 - January 2011
C. Moniz Productions August 2009 - December 2009
NOAA August 2007 - October 2009
University of Hawaii at Manoa August 2004 - July 2007
Skills
Prosystem (fx) Tax, Prosystem (fx)..., Peachtree, Datafaction, BNA Tax Planner, Microsoft Office, RIA Checkpoint, High Net Worth..., Income Tax, Personal Tax Planning, Small Business Tax, Corporate Tax, QuickBooks, Account Reconciliation, Financial Statements, Finance, Payroll, Budgets, Tax Preparation, Auditing, RIA, Journal Entries, Tax Research, Tax Returns, Accounting, ProSystem fx Tax, Tax, Tax Law
Education
University of Hawaii - College of Business Administration 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
Kapiolani Community College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts
Phyllis W Huang's Weinstein Spira & Company Experience July 2014 - Present
Job Audit Supervisor at Weinstein Spira & Company
Industry Accounting
Experience
Weinstein Spira & Company July 2014 - Present
Weinstein Spira & Company July 2011 - July 2014
Weinstein Spira & Company April 2009 - July 2011
Hematology Oncology Associates of Houston February 2008 - February 2009
Skills
Internal Controls, Financial Accounting, Financial Reporting, Employee Benefits, SEC filings, Auditing, Strategic Financial..., CPA, Finance, Corporate Tax, US GAAP, GAAP, Accounting, Financial Modeling, General Ledger
Education
Rice University 2000 — 2004
Bachelor of Arts, Asian Studies
University of Houston, C.T. Bauer College of Business 2007 — 2009
Masters, Accounting
Weinstein Spira & Company July 2014 - Present
Weinstein Spira & Company July 2011 - July 2014
Weinstein Spira & Company April 2009 - July 2011
Hematology Oncology Associates of Houston February 2008 - February 2009
Skills
Internal Controls, Financial Accounting, Financial Reporting, Employee Benefits, SEC filings, Auditing, Strategic Financial..., CPA, Finance, Corporate Tax, US GAAP, GAAP, Accounting, Financial Modeling, General Ledger
Education
Rice University 2000 — 2004
Bachelor of Arts, Asian Studies
University of Houston, C.T. Bauer College of Business 2007 — 2009
Masters, Accounting
Ariel Simon's Weinstein Spira & Company Experience February 2014 - Present
Job
Industry Entertainment
Experience
Weinstein Spira & Company February 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Photoshop, Management, Research, Leadership, Public Relations, Entertainment
Education
University of Houston-Downtown 2006 — 2011
Bachelor’s Degree, Communication and Media Studies
Weinstein Spira & Company February 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Photoshop, Management, Research, Leadership, Public Relations, Entertainment
Education
University of Houston-Downtown 2006 — 2011
Bachelor’s Degree, Communication and Media Studies
Charles Kulhanek, CPA's Weinstein Spira & Company Experience July 2011 - September 2011
Job Controller at The Himalaya Drug Company
Industry Accounting
Experience
The Himalaya Drug Company June 2014 - Present
The Himalaya Drug Company February 2014 - June 2014
Sharewell Energy Services July 2012 - February 2014
Express Energy September 2011 - July 2012
Weinstein Spira & Company July 2011 - September 2011
Weinstein Spira & Company July 2008 - July 2011
Skills
US GAAP
Education
University of Houston 2004 — 2006
Bachelor of Business Administration (BBA), Accounting
The Himalaya Drug Company June 2014 - Present
The Himalaya Drug Company February 2014 - June 2014
Sharewell Energy Services July 2012 - February 2014
Express Energy September 2011 - July 2012
Weinstein Spira & Company July 2011 - September 2011
Weinstein Spira & Company July 2008 - July 2011
Skills
US GAAP
Education
University of Houston 2004 — 2006
Bachelor of Business Administration (BBA), Accounting
Denise Mosk's Weinstein Spira & Company Experience January 1989 - May 1991
Job Shareholder at Mosk & Mosk LLC
Industry Accounting
Experience
Mosk & Mosk LLC June 2003 - Present
Briggs & Veselka Co. February 1997 - June 2003
BDO Seidman LLP January 1992 - February 1997
Weinstein Spira & Company January 1989 - May 1991
Skills
Income Tax Preparation, Quickbooks Advisor, Outstanding Customer..., Tax, General Ledger, Tax Returns, Financial Planners, Accounting, Corporate Tax, Financial Reporting, GAAP, SEC filings, US GAAP, Financial Analysis, Internal Controls, Auditing, Accounts Payable, Sarbanes-Oxley Act, Financial Accounting, Fixed Assets, Tax Research, Partnership Taxation, Tax Accounting
Education
University of Houston 1986 — 1988
Bachelor of Business Administration, Accounting
The University of Texas at Austin 1982 — 1986
Mosk & Mosk LLC June 2003 - Present
Briggs & Veselka Co. February 1997 - June 2003
BDO Seidman LLP January 1992 - February 1997
Weinstein Spira & Company January 1989 - May 1991
Skills
Income Tax Preparation, Quickbooks Advisor, Outstanding Customer..., Tax, General Ledger, Tax Returns, Financial Planners, Accounting, Corporate Tax, Financial Reporting, GAAP, SEC filings, US GAAP, Financial Analysis, Internal Controls, Auditing, Accounts Payable, Sarbanes-Oxley Act, Financial Accounting, Fixed Assets, Tax Research, Partnership Taxation, Tax Accounting
Education
University of Houston 1986 — 1988
Bachelor of Business Administration, Accounting
The University of Texas at Austin 1982 — 1986
Ha Nguyen, CPA's Weinstein Spira & Company Experience July 2014 - August 2014
Job
Industry Accounting
Experience
Transocean July 2015 - Present
Transocean August 2014 - June 2015
Weinstein Spira & Company July 2014 - August 2014
Weinstein Spira & Company January 2014 - June 2014
Bentley, Bratcher, & Associates, PC January 2013 - December 2013
University of Houston- Bauer Collge of Business August 2012 - December 2012
Infinity EMS July 2010 - July 2012
Houston Community College January 2009 - August 2011
Skills
Problem Solving, Time Management, Quick Study, Payroll, QuickBooks, Accounts Payable, Accounts Receivable, Software Documentation, Access, PowerPoint, Data Entry, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Bachelor of Business Administration, Accounting
Houston Community College 2008 — 2011
Associate in Arts, Accounting
Transocean July 2015 - Present
Transocean August 2014 - June 2015
Weinstein Spira & Company July 2014 - August 2014
Weinstein Spira & Company January 2014 - June 2014
Bentley, Bratcher, & Associates, PC January 2013 - December 2013
University of Houston- Bauer Collge of Business August 2012 - December 2012
Infinity EMS July 2010 - July 2012
Houston Community College January 2009 - August 2011
Skills
Problem Solving, Time Management, Quick Study, Payroll, QuickBooks, Accounts Payable, Accounts Receivable, Software Documentation, Access, PowerPoint, Data Entry, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Bachelor of Business Administration, Accounting
Houston Community College 2008 — 2011
Associate in Arts, Accounting
Edward Vivanco's Weinstein Spira & Company Experience January 2012 - May 2012
Job Program Coordinator at Soccer Shots
Industry Sports
Experience
Soccer Shots September 2012 - Present
Delta Fine Properties September 2008 - December 2012
Weinstein Spira & Company January 2012 - May 2012
Farmers Insurance February 2011 - September 2011
City of Houston September 2009 - December 2010
Skills
Customer Service, Budgets, Management, Marketing, Project Management, Sales, Team Building
Education
University of Houston 2010 — 2014
Houston Community College 2011 — 2012
Wharton County Junior College 2010 — 2011
Soccer Shots September 2012 - Present
Delta Fine Properties September 2008 - December 2012
Weinstein Spira & Company January 2012 - May 2012
Farmers Insurance February 2011 - September 2011
City of Houston September 2009 - December 2010
Skills
Customer Service, Budgets, Management, Marketing, Project Management, Sales, Team Building
Education
University of Houston 2010 — 2014
Houston Community College 2011 — 2012
Wharton County Junior College 2010 — 2011
Laura (Dissen) Stamey, CPA's Weinstein Spira & Company Experience October 2007 - July 2010
Job Senior Accounting Consultant at Condon & Company, P.C.
Industry Accounting
Experience
Condon & Company, P.C. August 2010 - Present
Weinstein Spira & Company October 2007 - July 2010
Oxy June 2005 - June 2007
Skills
US GAAP, QuickBooks, General Ledger, GAAP, Financial Reporting, CPA, Auditing, Accounting
Education
Trinity University 2004 — 2005
Master of Science (MS), Accounting
Trinity University 2000 — 2004
Bachelor of Science (BS), Business Administration, Accounting
Condon & Company, P.C. August 2010 - Present
Weinstein Spira & Company October 2007 - July 2010
Oxy June 2005 - June 2007
Skills
US GAAP, QuickBooks, General Ledger, GAAP, Financial Reporting, CPA, Auditing, Accounting
Education
Trinity University 2004 — 2005
Master of Science (MS), Accounting
Trinity University 2000 — 2004
Bachelor of Science (BS), Business Administration, Accounting
Sharon Fredrick's Weinstein Spira & Company Experience May 2011 - Present
Job Family Office Accounting Associate at Weinstein Spira
Industry Accounting
Experience
Weinstein Spira & Company May 2011 - Present
Altazano Management 2006 - 2011
Weather Insight 2005 - 2006
Service Corporation International 2004 - 2005
Skills
Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable, Analysis, Bookkeeping, Cash Management, Customer Service, General Ledger, Microsoft Excel, Microsoft Word, Outlook, Financial Navigator, QuickBooks, SAP, Mas 90
Education
University of Houston
Bachelor of Science, Elementary Education and Teaching
Weinstein Spira & Company May 2011 - Present
Altazano Management 2006 - 2011
Weather Insight 2005 - 2006
Service Corporation International 2004 - 2005
Skills
Accounting, Account Reconciliation, Accounts Receivable, Accounts Payable, Analysis, Bookkeeping, Cash Management, Customer Service, General Ledger, Microsoft Excel, Microsoft Word, Outlook, Financial Navigator, QuickBooks, SAP, Mas 90
Education
University of Houston
Bachelor of Science, Elementary Education and Teaching
Bobby Gill's Weinstein Spira & Company Experience July 2004 - July 2007
Job Partner
Industry Accounting
Experience
Bobby Gill CPA September 2015 - Present
Gill Parsons & Associates, LLC February 2014 - Present
High Capacity Coil, LLC January 2011 - November 2013
Elite Coil Tubing Solutions, LLC July 2008 - December 2010
Heard, McElroy & Vestal, LLC CPA August 2007 - July 2008
Weinstein Spira & Company July 2004 - July 2007
Heard, McElroy & Vestal, LLC CPA August 2002 - July 2004
Arthur Andersen & Co. October 2001 - July 2002
Skills
Financial Accounting, US GAAP, Payroll Services, Auditing, Accounting, Financial Reporting, Internal Controls, GAAP, CPA, Corporate Tax, Financial Statements, Financial Analysis, QuickBooks, General Ledger, IFRS, Tax, Tax Accounting
Education
Louisiana Tech University 1997 — 2001
Master of Business Administration (MBA), Accounting
Bradley High School 1993 — 1997
Diploma, High School/Secondary Diplomas and Certificates
Bobby Gill CPA September 2015 - Present
Gill Parsons & Associates, LLC February 2014 - Present
High Capacity Coil, LLC January 2011 - November 2013
Elite Coil Tubing Solutions, LLC July 2008 - December 2010
Heard, McElroy & Vestal, LLC CPA August 2007 - July 2008
Weinstein Spira & Company July 2004 - July 2007
Heard, McElroy & Vestal, LLC CPA August 2002 - July 2004
Arthur Andersen & Co. October 2001 - July 2002
Skills
Financial Accounting, US GAAP, Payroll Services, Auditing, Accounting, Financial Reporting, Internal Controls, GAAP, CPA, Corporate Tax, Financial Statements, Financial Analysis, QuickBooks, General Ledger, IFRS, Tax, Tax Accounting
Education
Louisiana Tech University 1997 — 2001
Master of Business Administration (MBA), Accounting
Bradley High School 1993 — 1997
Diploma, High School/Secondary Diplomas and Certificates
Karl Wolpert's Weinstein Spira & Company Experience July 2013 - Present
Job Tax Supervisor at Weinstein Spira
Industry Accounting
Experience
Weinstein Spira & Company July 2013 - Present
Weinstein Spira July 2010 - June 2013
Weinstein Spira September 2008 - June 2010
Skills
Income Tax, Accounting, Corporate Tax, CPA, GAAP, Tax Accounting, Tax Preparation
Education
University of Houston 2004 — 2008
Accounting
Weinstein Spira & Company July 2013 - Present
Weinstein Spira July 2010 - June 2013
Weinstein Spira September 2008 - June 2010
Skills
Income Tax, Accounting, Corporate Tax, CPA, GAAP, Tax Accounting, Tax Preparation
Education
University of Houston 2004 — 2008
Accounting
Ronald Johnson Jr.'s Weinstein Spira & Company Experience February 2013 - May 2013
Job MSA Student at Lamar University
Industry Accounting
Experience
CONNS CORPORATE OFFICE June 2014 - December 2014
WEINSTEIN SPIRA & COMPANY February 2013 - May 2013
CARDINAL VILLAGE August 2010 - January 2013
Weinstein Spira February 2012 - April 2012
Skills
Accounting, Accounts Payable, Accounts Receivable, Microsoft Office, Tax Preparation, Customer Service, Inventory & Pricing..., Marketing Communications, Cash Handling, Sales Operations
Education
Lamar University 2012 — 2015
Master's Degree, Masters of Science In Accounting, 3.7
Lamar University
Masters of Science, Accounting
Lamar University 2009 — 2013
Bachelor's Degree, Accounting, 3.71
Lamar University
Bachelor of Business Administration, Accounting
CONNS CORPORATE OFFICE June 2014 - December 2014
WEINSTEIN SPIRA & COMPANY February 2013 - May 2013
CARDINAL VILLAGE August 2010 - January 2013
Weinstein Spira February 2012 - April 2012
Skills
Accounting, Accounts Payable, Accounts Receivable, Microsoft Office, Tax Preparation, Customer Service, Inventory & Pricing..., Marketing Communications, Cash Handling, Sales Operations
Education
Lamar University 2012 — 2015
Master's Degree, Masters of Science In Accounting, 3.7
Lamar University
Masters of Science, Accounting
Lamar University 2009 — 2013
Bachelor's Degree, Accounting, 3.71
Lamar University
Bachelor of Business Administration, Accounting