Whitley Penn
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Whitley Penn Employees
Whitley Penn August 2015 - Present
Hein & Associates August 2014 - August 2015
Hein & Associates August 2013 - July 2014
Hein & Associates July 2011 - July 2013
Hein & Associates January 2010 - July 2011
Skills
Auditing, SOX, IFRS, Sarbanes-Oxley Act, SEC filings, CPA, US GAAP, Accounting, Internal Controls, Financial Reporting, Financial Accounting, 10Q, Sarbanes-Oxley, Financial Analysis, External Audit, Audits of Employee..., 10K, Fixed Assets, Strategic Financial..., Financial Statements, Tax Accounting, SEC Filings, Financial Planning
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
MS, Accounting
University of Houston, C.T. Bauer College of Business 2005 — 2009
BBA, Accounting
Lagniappe Pharmacy Services July 2015 - Present
Whitley Penn January 2015 - June 2015
Industrial Power Truck & Equipment July 2014 - January 2015
Alexander E. Cabana EA February 2014 - January 2015
Summit Ridge Middle School August 2012 - May 2013
Adams County School District 14 July 2011 - May 2012
King Soopers January 2005 - August 2010
Mountain Creek Tutoring Services 2008 - 2010
Skills
PowerPoint, Microsoft Excel, Financial Accounting, Teaching, Research, Management Accounting, Cost Accounting, Tax Accounting, International Tax, Partnership Taxation, MS Excel Pivot Tables, QuickBooks, Tax Preparation, Tax Returns, Spreadsheets
Education
University of Colorado at Denver 2012 — 2013
Master's of Science, Accounting
University of Colorado at Denver 2005 — 2008
Bachelor's of Science, Mathematics
Gulf States Toyota April 2014 - Present
Whitley Penn May 2012 - April 2014
Null-Lairson P.C January 2010 - May 2012
Skills
Auditing, GAAP, General Ledger, US GAAP, Internal Controls, Financial Accounting, CPA, Fixed Assets, Account Reconciliation, ProSystem fx Tax, Accounting, Financial Reporting, Corporate Tax, Tax Preparation, G/L Reconciliations, Audit, OMB Circular A-133, Management Accounting, Partnership Taxation, Excel, Word, Accounts Payable, Accounts Receivable, Payroll, Government Procurement, Risk Assessment, Internal Control..., Cash Handling Experience, Munis, Interviews, Communication Skills, Community Outreach, Not for Profit, Government, Accruals, Compliance, PowerPoint, Member of AICPA, Oracle E-Business Suite, Oracle Discoverer, Journal Entries, Microsoft Excel
Education
University of Houston-Clear Lake 2008 — 2010
B.S., Accounting
Whitley Penn July 2013 - Present
Whitley Penn June 2011 - June 2013
Whitley Penn January 2010 - April 2010
Skills
CPA, High Net Worth..., Oil & Gas Taxation, ProSystem fx Tax, Income Tax, Partnership Taxation, Tax, Accounting, Tax Preparation, QuickBooks, Tax Accounting, Corporate Tax, Tax Research
Education
University of North Texas 2010 — 2011
Master of Science, Taxation
University of North Texas 2007 — 2009
Bachelor of Science, Accounting
Hein & Associates April 2014 - Present
Whitley Penn August 2013 - April 2014
Law Offices of Aubyn K. Shettle, Jr. October 2011 - May 2013
The Berry Firm, P.L.L.C. April 2009 - June 2011
Skills
Microsoft Office, ProLaw, Timeslips, QuickBooks, Microsoft Publisher, Executive Calendar..., Time Management, Communication Skills, Management Skills, Administrative..., Data Entry, Calendaring, File Management, Expense Reports, Office Management, Notary Public, Executive Level..., Client Billing, Accounts Payable, Office Administration, Management, Administrative..., Customer Service
Education
University of Phoenix
BS, Business Administration and Management, General
Divisionof Housing and Food Services August 2013 - Present
UT Austin McCombs School of Business August 2012 - Present
Whitley Penn May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Teaching, Public Speaking, Event Planning, English, Windows, Outlook, Photoshop, Strategic Planning, Negotiation, Editing, Java, Team Building, Project Management, Social Media
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Business Honors-Supply Chain Management
Grace Prepratory Academy 2008 — 2012
TOTAL October 2013 - Present
Enterprise Commercial Paving May 2013 - August 2013
Whitley Penn June 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Creative Solutions..., Microsoft Outlook, ComputerEase
Education
University of Houston-Clear Lake 2011 — 2013
Bachelor's degree, Accounting
Whitley Penn May 2015 - August 2015
Aramark June 2014 - August 2014
DoubleTree by Hilton May 2013 - December 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Project Management, Leadership
Education
University of Arizona 2013 — 2016
The University of Texas at San Antonio 2011 — 2013
Whitley Penn July 2015 - Present
Whitley Penn June 2012 - Present
Whitley Penn September 2010 - Present
Whitley Penn January 2009 - March 2009
Skills
Accounting, Auditing, Internal Controls, Financial Statements
Education
University of Oklahoma - Price College of Business 2005 — 2010
BBA/MAcc, Accounting
Whitley Penn June 2014 - Present
Whitley Penn January 2012 - June 2014
Rylander, Clay & Opitz, LLP July 2011 - January 2012
Rylander, Clay & Opitz January 2010 - July 2011
University of Oklahoma August 2007 - December 2009
Whitley Penn June 2009 - August 2009
Skills
iPhone, oil&gas, Corporate Tax, Individual Taxation, Income Tax, GAAP, Tax, CPA, Finance, Tax Accounting, Accounting, Partnership Taxation, Tax Preparation, General Ledger
Education
University of Oklahoma - Price College of Business 2008 — 2009
MAcc, Accounting
University of Oklahoma - Price College of Business 2004 — 2008
BBA, Accounting
QBQ Bookkeeping Services August 2013 - Present
Whitley Penn May 2012 - August 2013
Null-Lairson P.C 2009 - May 2012
Skills
Payroll, QuickBooks, Accounting, Financial Statements, Payroll Taxes, GAAP, General Ledger, Financial Accounting, Financial Reporting, Tax, Journal Entries, Bookkeeping, Peachtree, Account Reconciliation, Income Tax, Internal Controls, Fixed Assets, Accounts Payable, Sales Tax, Accruals, Tax Accounting, Assurance, Auditing, Tax Preparation, US GAAP, Accounts Receivable, Tax Research, Revenue Recognition, CPA, Bank Reconciliation, SEC filings, Cost Accounting, Accountants, Corporate Tax, Small Business, Financial Analysis, Internal Audit, External Audit, Yellow Book, ProSystem fx Tax, GAAS, Variance Analysis, Financial Audits, Partnership Taxation, Consolidated Financial..., IFRS, Sarbanes-Oxley Act, Tax Returns, PeopleSoft, Cash Flow
Education
UC San Diego 1974 — 1978
BA Economics, Finance, Accounting
KPMG US July 2014 - Present
KPMG us June 2013 - Present
Whitley Penn May 2012 - June 2013
Null-Lairson P.C November 2009 - May 2012
Skills
IT Audit, Financial Accounting, External Audit, Internal Audit, Internal Controls, Cost Accounting, Microsoft Excel, Sarbanes-Oxley Act, GAAP, Auditing, Visual Basic, Management Consulting, Oracle SQL, PL/SQL, ASP.NET, MySQL, T-SQL, Visual C#, VBA, Microsoft Office, COBIT, Risk Management, Microsoft SQL Server, Fraud Detection, Financial Reporting, Fraud, General Ledger, Accounting, US GAAP, Access, Financial Statements, GAAS, Account Reconciliation, Fixed Assets, Assurance, Bookkeeping, Payroll, Accounts Payable, Accounts Receivable, Enterprise Risk..., Financial Analysis, Forensic Accounting, Government Accounting, Computer Assisted Audit, Large-scale Data..., Continuous Auditing, Continuous Monitoring, Data Analysis, Caseware IDEA Scripting, Continuous Controls...
Education
University of Houston-Clear Lake 2011 — 2012
Master's degree, Accounting, MIS
University of Houston-Clear Lake 2007 — 2010
Bachelors, Accounting, MIS
Rodan and Fields Dermatologists March 2015 - Present
Intrafusion June 2014 - Present
Best PumpWorks March 2013 - May 2014
Whitley Penn May 2012 - March 2013
Null-Lairson P.C January 2010 - May 2012
Null-Lairson P.C March 2008 - January 2010
Defense Contract Audit Agency September 2006 - February 2008
Skills
GAAP, Internal Controls, Financial Accounting, General Ledger, Accounting, Auditing, US GAAP, External Audit, Financial Reporting, Fixed Assets, Financial Statements
Education
University of Houston-Clear Lake 2004 — 2006
Bachelor of Science, Accounting
PricewaterhouseCoopers LLP October 2010 - Present
Whitley Penn December 2008 - September 2010
Lehman Brothers (Neuberger Berman) December 2007 - December 2008
PricewaterhouseCoopers LLP January 2007 - December 2007
TPG Capital January 2005 - January 2007
Carr, Riggs & Ingram, LLC (FKA Cooper Graci & Co.) January 2001 - January 2005
Skills
Private Equity, Tax, Real Estate, Financial Reporting, Accounting, Partnership Taxation, Midstream Pipeline, CPA, Corporate Tax, Tax Research, Financial Accounting
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
MPA, Tax
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
BBA, Accounting
Kaufman Rossin Fund Services November 2013 - Present
PriceKubecka, PLLC January 2012 - November 2013
Whitley Penn November 2003 - December 2011
KBA Group LLP March 2002 - October 2003
Arthur Andersen September 2000 - February 2002
Skills
Auditing, Due Diligence, GAAP, SEC filings, Accounting, Audits of Employee..., Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Public Companies, Financial Accounting, Business Development, Manufacturing, Energy, Construction, Financial Analysis, New Business Development, Fund Administration, Private Equity, Real Estate Private..., Oilfield Services, Oil, Audit, SOX, SEC reporting, Oil&Gas, CPA, Finance
Education
University of Alabama 1999 — 2000
Master, Accountancy
University of Alabama 1995 — 1999
B.S., Accountancy
Whitley Penn July 2013 - Present
Whitley Penn May 2012 - June 2013
Null-Lairson P.C August 2011 - May 2012
Salinas, Allen & Schmitt LLP February 2011 - August 2011
A-Best International / ASAP 2003 - 2011
Skills
GAAP, Auditing, Tax Preparation, Internal Controls, Financial Reporting, QuickBooks, Accounting, Payroll, General Ledger, Tax, Financial Accounting, Journal Entries, Government Auditing, Yellow Book, GAAS, Fraud, External Audit, CPA, US GAAP, Partnership Taxation, Corporate Tax, SEC filings
Education
The University of Texas-Pan American 2005 — 2007
Master of Business Administration (MBA)
University of Santo Tomas 1999 — 2003
BS Accounting
Whitley Penn June 2015 - Present
Belt Harris Pechacek, LLLP August 2013 - April 2014
Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Peachtree, Financial Reporting, Access, Financial Analysis, Financial Accounting, Outlook
Education
University of Houston-Clear Lake 2014 — 2016
Master of Business Administration (MBA), Finance
University of Houston - Clear Lake 2012 — 2013
Bachelor of Science, Accounting
KPMG US May 2013 - Present
Whitley Penn December 2007 - May 2013
J.P. Morgan July 2004 - December 2007
Bank One November 2002 - June 2004
Skills
High Net Worth..., Small Business, Oil & Gas Law, Accounting, CPA, Tax, Income Tax, QuickBooks, Auditing, Financial Reporting, Financial Analysis, Corporate Tax, Tax Accounting, GAAP, Financial Accounting, Tax Preparation, Financial Modeling, Partnership Taxation, Fixed Assets, Due Diligence, Real Estate Taxation
Education
University of North Texas 1994 — 1998
BS, Accounting
LiquidFrameworks June 2014 - Present
Whitley Penn May 2012 - May 2014
Null-Lairson P.C January 2010 - May 2012
GEI WideFormat January 2005 - November 2009
Remedy Staffing June 2002 - October 2004
Skills
Marketing Communications, Marketing Strategy, Strategic Planning, Strategy, Marketing, Analysis, Marketing Management, Creative Direction, Marketing Research, Budgets, Customer Service, Event Planning, Management, New Business Development, Business Development, Advertising, Public Relations, Social Media, Social Media Marketing, Email Marketing, Trade Shows, Direct Marketing, Event Management, Integrated Marketing
Education
University of South Carolina-Columbia 1997 — 2001
BA, Liberal Arts
Debra A. Gardner, PLLC October 2010 - Present
The Ewbank Group, P.C. July 2011 - October 2013
Hartman Leito & Bolt LLP January 2008 - October 2010
Whitley Penn January 2007 - January 2008
Saddock & Co August 1998 - December 2006
Skills
CPA, GAAP, Corporate Tax, Tax Preparation, Payroll Taxes, Tax Accounting, Bookkeeping, Financial Reporting, Tax Advisory, Accounting, Partnership Taxation, Tax Research, Income Tax, Small Business, Tax Returns, Sales Tax, Tax, QuickBooks, US GAAP
Education
The University of Texas at Dallas 1998 — 2003
MS, Management and Administrative Sciences
The University of Texas at Dallas 1992 — 1998
BS, Accounting
Whitley Penn July 2015 - Present
Whitley Penn May 2012 - June 2015
Null-Lairson P.C July 2010 - April 2012
Null-Lairson, P.C. January 2009 - July 2010
Null-Lairson P.C June 2007 - December 2008
Pappas Restaurants, Inc. 1999 - 2007
Skills
Generally Accepted..., Generally Accepted..., Government Auditing..., OMB Circular A-133..., Texas Education..., Assurance, Yellow Book, OMB Circular A-133, Financial Statements, Single Audit, Accounting Standards, GAAP, Auditing, Internal Controls, Relationship-building..., CPA, External Audit, US GAAP, Accounting, Financial Reporting
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance
Aldine High School
State of California June 2010 - Present
Whitley Penn May 2007 - April 2009
Neiman Marcus May 2006 - April 2007
Baylor March 2004 - April 2006
Skills
Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Outlook, Access, Microsoft Office, 10 Key, GAAP, Internal Controls, Inventory Management, Healthcare Information...
Education
University of Arizona, Eller College of Management 1998 — 2002
Bachelors of Science, Accounting and Finance
TBWA\Chiat\Day August 2015 - Present
TracyLocke June 2014 - August 2014
Whitley Penn June 2013 - September 2013
Skills
Process Improvement, Microsoft Office, Business Process..., Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Leadership, Social Networking, Advertising, Digital Marketing, Marketing Strategy
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Marketing, 3.7 Major GPA
Whitley Penn June 2006 - Present
Texas Senate January 2006 - May 2006
Skills
CPA, Audits of Employee..., Accounting, Auditing, Internal Controls, US GAAP, Financial Reporting, Sarbanes-Oxley Act
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Accounting
L.D. Bell High School
Gandy Calverley & Co., PC August 2009 - Present
Whitley Penn 2008 - 2009
Guinn Smith & Co. 1997 - 2007
story road animal hospital 1980 - 1980
story road animal hospital 1980 - 1980
Skills
Tax, Income Tax, CPA, GAAP, Auditing, Accounting, Tax Research, QuickBooks, Tax Returns, Budgets, Corporate Tax, Financial Reporting, General Ledger, Partnership Taxation, US GAAP, ProSystem fx Tax, Internal Controls, Tax Accounting, Accounts Receivable
Education
University of North Texas 1981 — 1986
Masters of Science, Accounting
Virdatint, Inc. September 2014 - Present
Ethos Group November 2013 - September 2014
PSR, Inc June 2011 - November 2013
Whitley Penn September 2010 - June 2011
Wagner, Eubank & Nichols, LLP September 2008 - September 2010
BKD, LLP August 2007 - August 2008
Northwestern Mutual May 2005 - August 2006
Skills
Financial Reporting, Auditing, CPA, Accounting, Strategic Financial..., Financial Accounting, US GAAP, Internal Controls
Education
University of Oklahoma
BBA, Accounting
Southwest Water Company June 2014 - Present
Whitley Penn January 2013 - January 2014
Cheryl Boggs Savage, CPA February 2012 - November 2012
Skills
GAAP, Financial Reporting, Auditing, External Audit, Accounts Receivable, Peachtree, Account Reconciliation, Financial Analysis, Internal Audit, Sarbanes-Oxley, Fixed Assets, Variance Analysis, Income Tax, Journal Entries, Assurance
Education
University of Houston 2011 — 2012
Master of Science (MS), Accounting
University of Houston 2007 — 2012
Bachelor of Business Administration (BBA), Accounting
Whitley Penn August 2015 - Present
City of Hewitt June 2015 - August 2015
Pattillo Brown & Hill L.L.P January 2015 - March 2015
L-3 Communications June 2014 - August 2014
L-3 Communications June 2013 - August 2013
Education
University of Scranton 2011 — 2016
Master’s Degree, Accounting, 5th Year
Academy Sports + Outdoors January 2015 - Present
Academy Sports + Outdoors March 2013 - January 2015
Neiman Marcus Group, Inc. September 2011 - March 2013
PricewaterhouseCoopers January 2009 - September 2011
TSCPA Tax Policy Committee 2009 - 2011
FW Chapter TSCPA 2000 - 2010
Crescent Real Estate September 2001 - January 2009
Whitley Penn October 1999 - September 2001
Hartman Leito & Bolt LLP October 1996 - September 1999
Skills
Tax, Leadership, Income Tax, Partnership Taxation, Management, Real Estate, Internal Controls, Financial Reporting, GAAP, Payroll, Corporate Tax, Auditing, Accounting, General Ledger, CPA, Sarbanes-Oxley Act, Financial Analysis
Education
University of North Texas 1987 — 1994
Ratliff & Associates, P.C. August 2010 - Present
Whitley Penn August 2008 - July 2010
Whitley Penn January 2007 - May 2007
Hartman Leito & Bolt LLP June 2006 - August 2006
Skills
Financial Statements, Auditing, CPA, Financial Audits, US GAAP, Financial Accounting, Internal Controls, Financial Analysis, SEC Filings
Education
University of North Texas 2003 — 2008
Bachelors of Science, Accounting Control Systems
Whitley Penn July 2014 - Present
Skills
General Ledger, Accounting, Account Reconciliation, Auditing, Internal Controls, Analysis, Financial Statements, Fixed Assets, Accounts Payable
Education
University of North Texas 2010 — 2011
Accounting
University of North Texas 2008 — 2010
BS, Accounting Control Systems
FTS International December 2011 - September 2014
Galderma January 2010 - June 2011
Galderma September 2008 - July 2010
Whitley Penn February 2006 - September 2008
Skills
Forecasting, Finance, Strategic Financial..., Analysis, Mergers & Acquisitions, Tax, Internal Audit, IFRS, Management, CRM, Transfer Pricing, Microsoft Excel, Financial Analysis, Financial Reporting
Education
University of Houston-Clear Lake 2003 — 2005
B.S., Accounting and Finance
Robert B. Gill, CPA August 2003 - Present
Whitley Penn August 2001 - August 2003
PricewaterhouseCoopers January 2000 - August 2001
Reed, Wells, & Benson, Inc. January 1989 - December 1999
Education
The University of Texas at Arlington - College of Business 1995 — 2000
MPA, Accounting
University of Richmond 1974 — 1978
BA, History
Eagle Rock Energy Partners October 2013 - Present
Whitley Penn January 2013 - October 2013
Ernst & Young October 2011 - 2012
Null-Lairson P.C May 2010 - August 2010
Ernst & Young February 2010 - April 2010
Skills
Accounting, Financial Accounting, Financial Reporting, Tax, QuickBooks, Microsoft Excel, Income Tax, Microsoft Word, GAAP, Tax Preparation, Bookkeeping, CCH ProSystem fx, Tax Returns, Journal Entries, GoSystems
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Master in Professional Accounting, Bachelor's in Business Administration
Payne & Henderson, CPAs, P.C. 2005 - Present
Whitley Penn 2003 - 2005
Ernst & Young 2000 - 2003
Skills
Income Tax, GAAP, Tax, Partnership Taxation, Tax Preparation, CPA, Accounting, Corporate Tax, General Ledger, Financial Reporting, Financial Accounting, Tax Accounting, Payroll Taxes
Education
The University of Texas at El Paso 1995 — 2000
Master of Accountancy, Business - Accounting
The University of Texas at El Paso 1995 — 2000
Bachelor of Business Administration in Accounting, Business - Accounting
Weaver December 2010 - Present
Mid-Cities Family Care, LLP August 2007 - November 2010
Whitley Penn February 1997 - February 2007
Skills
CPA, Tax, Accounting, Income Tax, Corporate Tax, Tax Accounting, Healthcare Industry, Construction Industry
Education
The University of Texas at Arlington - College of Business Administration
BBA, Accounting
TPG Capital September 2010 - Present
Whitley Penn July 2007 - September 2010
Skills
US GAAP, GAAP, Financial Statements
Education
The University of Texas at Arlington - College of Business 2003 — 2007
BBA, Accounting
BEPCO, LP January 2007 - Present
Gandy, Calverley & Company September 2004 - December 2006
Whitley Penn January 1994 - September 2004
Skills
CPA, Tax Accounting, Partnership Taxation, Tax Research, Corporate Tax, SEC filings
Education
University of North Texas 1983 — 1985
Bachelor of Science (BS); Master of Science (MS), Accounting, Tax