Wipfli LLP
Industry: Company
DescriptionHeadquarters: Wisconsin, United States Founded: 1930 Subsidiaries: Brittenford Systems, Inc., Tobin & Associates,
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Wipfli LLP Employees
Wipfli LLP June 2014 - Present
American Transmission Company May 2013 - February 2014
Skills
Microsoft Dynamics GP, Financial Systems, Software Consulting, Consulting, Teamwork, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Microsoft Office, Customer Service, Social Media, Event Planning, Public Speaking, Facebook, MS Project, VBA, VB.NET, IT Portfolio, Project Portfolio...
Education
Marquette University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration; Accounting & IT
Aesthetics by Michelle, LLC 2009 - Present
Arandell Corporation November 2013 - August 2014
Waukesha County Technical College August 2009 - May 2014
Titan Systems / LauberCFOs August 2013 - November 2013
Pieper Electric December 2009 - May 2013
ITU, Inc. and AbsorbTech, LLC September 2003 - December 2009
UW-Milwaukee September 2005 - July 2009
ITU, Inc. October 2002 - September 2003
Wipfli LLP September 2000 - October 2002
Harley-Davidson Motor Company March 1995 - September 2000
Skills
Accounting, Budgets, Process Improvement, Financial Reporting, Financial Analysis, Leadership, Management, Strategic Planning, Team Building, Finance, Project Planning, Forecasting, Microsoft Excel, Accounts Receivable, Team Leadership, Account Management, Training, Microsoft Office, Change Management, Customer Service, Project Management, Analysis, Inventory Management, Negotiation, General Ledger, ERP, Accounts Payable, Coaching, Contract Negotiation, Auditing, Business Planning, Outlook, Software Documentation, Payroll, Financial Accounting, Risk Management, Internal Controls, Business Analysis, SAP, Microsoft Word, Operations Management, Access, Employee Relations, Process Scheduler, Purchasing, Business Strategy, Managerial Finance, PowerPoint, Cost Accounting
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1998 — 2000
BBA, Management Information Systems
Marquette University 1995 — 1998
MBA, General
University of Wisconsin-Milwaukee - Lubar School of Business 1986 — 1990
BBA, Accounting
Menomonee Falls North 1979 — 1983
Northwood Children's Services May 2015 - Present
Valley-Bay Therapy, Inc. November 2011 - May 2015
Young Broadcasting November 2010 - November 2011
Wipfli LLP May 2008 - April 2011
United Healthcare Ovations August 2007 - May 2008
USO 2005 - 2006
Skills
Financial Accounting, Accounting, Quickbooks, Budgeting, Excel, Strategic Planning, Financial Reporting, Small Business..., Payroll, Accounts Payable, Accounts Receivable, Financial Analysis, QuickBooks, Managerial Finance, PowerPoint, Tax Preparation, CPA, Financial Statements, Analysis, Budgets, GAAP
Education
The University of North Dakota 2005 — 2007
Bachelor of Accountancy, Accounting
Lake Region State College 2003 — 2005
Associate of Accounting and Business Administration, Accounting
Superior Senior High School 1992 — 1995
Datalink March 2015 - Present
Wipfli LLP December 2014 - March 2015
Wipfli LLP June 2013 - December 2014
Como Lube and Supplies August 2003 - May 2013
Cirrus Design Corporation May 1998 - April 2003
Skills
Project Management, Microsoft Dynamics AX, Microsoft Dynamics, Microsoft SQL Server, SSRS, IT Management, Manufacturing..., Lean Manufacturing, Manufacturing Operations, Distributors, ERP, Databases, Consulting, Business Process
Education
University of Minnesota-Duluth 1997 — 2002
Bachelor of Engineering (BEng), Industrial Engineering
Iowa State University 1995 — 1997
General Mills November 2012 - Present
Wipfli LLP January 2008 - October 2012
John Morrissey Accountants, Inc. January 2007 - December 2007
Skills
Internal Controls, Financial Analysis, Auditing, Financial Markets, Tax, Report Writing, Financial Audits, Research, Economic Research, Due Diligence, Financial Reporting, GAAP, Financial Statements, Financial Accounting, Risk Assessment, Macroeconomics, Investments, Finance, Accounting, Sarbanes-Oxley Act, Cost Accounting, Managerial Finance, Financial Modeling, Analysis, Budgets, Management, Leadership
Education
Judson University 2005 — 2007
B.A., Accounting
Morton West
Morton West
Morton West
First State Bank and Trust September 2012 - Present
Wipfli LLP May 2002 - September 2012
Arthur Andersen, LLP September 2001 - May 2002
Skills
Mergers, Finance, Financial Reporting, Financial Institutions, Accounting, Auditing, Internal Controls, Loans, Internal Audit, Financial Accounting, Banking, CPA, GAAP, Investments, Mergers, Risk Management
Education
Luther College 1997 — 2001
B.A., Accounting
CliftonLarsonAllen August 2014 - Present
Knope & Miller LLC July 2013 - Present
PKC Consulting LLC June 2008 - July 2014
Timberwood Bank October 2007 - June 2008
Wipfli LLP September 2005 - October 2007
Bank of Luxemburg March 2001 - June 2005
Shopko November 2000 - March 2001
Wipfli LLP November 1999 - November 2000
Shopko September 1998 - November 1999
F&M Bank - Kaukauna, WI June 1994 - September 1998
Skills
Fraud, Internal Controls, Financial Institutions, Fraud Investigations, Accounting, Tax, Valuation, Forensic Accounting, CPA, Auditing, Financial Reporting, Internal Audit, Certified Fraud Examiner, Financial Analysis, Sarbanes-Oxley Act, Banking, SEC filings, GAAP, Tax Preparation, Corporate Tax, Business Valuation, Risk Management, Credit, Consulting, Small Business, QuickBooks, Enterprise Risk..., Leadership, Due Diligence, Cash Management, Cash Flow, Finance, Financial Statements, Financial Accounting, Income Tax, Strategic Financial..., Financial Audits, Tax Accounting, Managerial Finance, Executive Management, General Ledger, Mergers & Acquisitions, Corporate Governance, Tax Returns, Cost Accounting, Assurance, US GAAP, Management, Strategic Planning
Education
Lakeland College 1995 — 1998
B.A., Accounting
Wipfli LLP June 1981 - Present
Skills
401k, Tax, CPA, ESOP, Tax Preparation, Executive Compensation..., Defined Benefit, Roth IRA, Nonqualified Deferred..., 403 b, Affordable Care Act, HSA, 403b, Speaking Engagements, IRS 5500 Audits, Public Speaking, Accounting
Education
Marquette University 1977 — 1981
B.S., Accounting
Holaira, Inc. September 2013 - Present
Virtual Radiologic December 2007 - August 2013
First Capital Commercial Services June 2007 - December 2007
Wipfli LLP November 2005 - June 2007
Seim Johnson, LLP June 2003 - November 2005
McGladrey January 2003 - April 2003
Skills
Account Reconciliation, Accounting, Auditing, CPA, Financial Accounting, Financial Statements, General Ledger, Great Plains Software, Healthcare, Internal Controls, Microsoft Excel, Process Improvement, Tax, Financial Analysis, Financial Reporting, Sarbanes-Oxley
Education
Minnesota State University, Moorhead 1998 — 2002
Bachelor of Science, Accounting
ProHealth Care February 2013 - Present
Wipfli LLP May 2012 - December 2012
Wipfli LLP October 2011 - July 2012
Virtual Care Provider, Inc.(VCPI) November 2010 - September 2011
Assurant Health March 2007 - October 2010
Medical College of Wisconsin July 1998 - March 2007
Skills
Process Improvement, Project Management, Epic Systems, Software Documentation, Leadership, EMR, Visio, Healthcare Information..., Budgets, Strategy, Healthcare, Integration, Vendor Management, Program Management, SDLC, Business Analysis, Requirements Gathering, EHR, HIPAA, Hospitals, Business Intelligence, Requirements Analysis, Software Project..., Training, Business Planning, Cross-functional Team..., Change Management, Project Planning, Team Leadership, Team Building, SharePoint, Information Technology, Business Process..., PMP, Data Analysis, Informatics, IT Strategy, Analysis
Education
Marquette University
MBA, Finance
Marquette University
BS, Medical Technology
MIT Sloan School of Management July 2015 - Present
Wipfli LLP June 2014 - May 2015
Carlson School of Management August 2013 - May 2014
Carlson School of Management May 2013 - May 2014
Deloitte June 2013 - August 2013
Davisco Foods International June 2012 - August 2012
Carlson School of Management October 2011 - May 2012
Davisco Foods International, Inc June 2011 - May 2012
Skills
Marketing Communications, Analysis, Research, Management, Marketing Strategy, Data Analysis, Microsoft Word, Social Media, Training, Marketing, Time Management, Communication, Consulting, Finance, Leadership, Microsoft Excel, Microsoft Office
Education
Massachusetts Institute of Technology 2015 — 2016
Master's degree, Finance, General
University of Minnesota - Carlson School of Management 2010 — 2014
BSB, Finance
University of Minnesota - College of Liberal Arts 2010 — 2014
BS, Economics, S3.85
Wipfli LLP January 2015 - Present
Wipfli LLP June 2014 - December 2014
Accenture December 2013 - May 2014
Accenture January 2013 - December 2013
Zywave May 2012 - August 2012
Marquette University August 2011 - May 2012
GE Healthcare August 2011 - May 2012
FDA July 2011 - August 2011
Skills
Microsoft Dynamics CRM, Biomedical Engineering, Biomechanics, Project Management, Camtasia, Leadership, Multisim, Technical Writing, HTML, Matlab, Java, Medical Imaging, Microsoft Excel, Labview, Spring, XML, Microsoft Office, PowerPoint, SharePoint, Critical Thinking, Business Analysis
Education
Marquette University 2008 — 2012
B.S, Biomedical Engineering
Eisenhower High School 2004 — 2008
High School
Wipfli LLP June 2014 - Present
Hansen Foods, LLC December 2013 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas September 2008 - July 2013
Midwest Manufacturing May 2007 - June 2008
Skills
PeopleSoft, Insurance, COBRA, Employee Benefits, Business Analysis, Process Improvement, Requirements Gathering, Analysis, Business Process..., Financial Analysis, Lotus Notes, Vendor Management, HIPAA
Education
Mid-Continent University 2011 — 2013
Master of Science (M.S.), Human Resources Management/Personnel Administration, General
University of Wisconsin-Eau Claire 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Helping organizations adopt CI as part of their culture July 2015 - Present
Kimberly-Clark January 2014 - July 2015
Hoffmaster Group, Inc. July 2011 - December 2013
EMT International July 2010 - May 2011
Valley Grinding and Manufacturing October 2006 - April 2009
Wipfli, LLP August 2004 - April 2006
Performa, Inc September 2000 - July 2004
Green Bay Structural Steel 2000 - 2000
Skills
Six Sigma, Lean Manufacturing, Continuous Improvement, Process Improvement, Value Stream Mapping, Manufacturing, Cross-functional Team..., Industrial Engineering, Management Consulting, Management, Theory of Constraints, Strategy, Kaizen, Operational Excellence, Leadership, Supply Chain Management, Project Management, 5S, Supply Chain, Strategic Planning, Operations Management, Forecasting, MRP, Business Process..., Team Building, Training, Problem Solving
Education
Milwaukee School of Engineering 2003 — 2014
M.S., Engineering Management
University of Dayton 1990 — 1994
B.S., Industrial Engineering Technology
Premontre High School 1986 — 1990
Wipfli LLP June 2011 - Present
DogVacay August 2013 - Present
UPS March 2006 - December 2010
Skills
Accounting, Tax, Tax Preparation, QuickBooks, Corporate Tax, Tax Accounting, CPA, Tax Research, Income Tax, Tax Returns, ProSystem fx Tax
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Taxation (MBT), business taxation
University of Minnesota-Duluth 2003 — 2010
Bachelor of Science (BS), Accounting
University of Minnesota-Duluth 2003 — 2010
Bachelor of Business Administration (BBA), Finance, General
Lake Superior College 2004 — 2005
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Marquette University February 2015 - Present
Medtronic June 2013 - August 2014
Medtronic August 2012 - June 2013
Wipfli LLP August 2011 - June 2012
Skills
Outlook, Customer Service, Visio, Time Management
Education
Marquette University 2014 — 2018
Biomedical Engineering
Cristo Rey Jesuit High School 2010 — 2014
High School Diploma
Live Nation August 2013 - Present
Loras College August 2012 - Present
The Meadows of Sixmile Creek May 2011 - Present
Maier Farms LLC January 2007 - Present
Wipfli LLP January 2014 - April 2014
Honkamp Krueger & Co., P.C. December 2012 - April 2013
Loras College February 2012 - March 2012
Cousins Submarines, Inc. November 2009 - March 2011
Skills
Microsoft Word, Management, PowerPoint, Agriculture, Spanish, Microsoft Excel, Facebook, Customer Service, Microsoft Office, Marketing
Education
Loras College 2011 — 2015
Candidate for Bachelors of Administration, Accounting, Marketing, and Spanish, Junior
Urban Outfitters July 2014 - Present
Philadelphia University August 2013 - Present
Wipfli LLP May 2015 - May 2015
Plato's Closet May 2013 - July 2014
Philadelphia University August 2012 - May 2013
Bonefish Grill November 2010 - June 2012
Skills
Customer Service, Leadership, Time Management, Microsoft Office, Social Media, Teamwork, Sales, Event Planning, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint
Education
Philadelphia University 2012 — 2016
Bachelor of Science (BS), Accounting, Senior
John Cabot University 2015 — 2015
Study Abroad, Accounting, Junior
West Chester Bayard Rustin High School 2008 — 2012
High School Diploma, Graduated
Wipfli LLP March 2014 - Present
Agile Networking Solutions March 2008 - February 2014
Qualex March 2001 - February 2008
Jesco Industrial Supplies 1998 - 2001
Skills
Desktop Support, Windows 7, Active Directory, XP, Troubleshooting, Network Administration, Windows Server, Windows XP, Group Policy, Microsoft Certified..., Servers, Networking, Cloud Computing, Technical Support, Information Technology
Education
Michigan Technological University 1992 — 1995
Associate, Electrical and Electronics Engeenering
Wipfli LLP June 2013 - Present
Zywave October 2012 - May 2013
Skills
Business Intelligence, CRM, Consulting, Business Process..., Microsoft CRM, Salesforce.com, Agile Methodologies, Quality Assurance, Leadership, Atlassian JIRA, Confluence, Visio, ClickDimensions
Education
Marquette University 2008 — 2012
Bachelor of Science in Business Administration, Information Technology & Marketing
Partnership Community Health Center October 2014 - Present
Christian Group Homes January 2012 - September 2014
St. Marys Felician Village November 2009 - January 2012
Wipfli LLP October 2006 - April 2009
Green Bay Water Utility February 1987 - May 2005
Skills
Accounting, Budgets, Payroll, Cash Flow, Microsoft Excel, Financial Analysis, Financial Reporting, Tax Preparation, Corporate Tax, Financial Accounting, Customer Service, Microsoft Word, Data Entry, Microsoft Office, Management, Bookkeeping, Auditing, QuickBooks, Accounts Receivable, Financial Statements, CPA, Analysis, Fixed Assets, Internal Controls, Payroll Taxes, Finance, Small Business, PeopleSoft, General Ledger
Education
Lakeland College 1990 — 2005
Bachelors, Accounting
World Wide Technology December 2013 - Present
Zones August 2012 - December 2013
VCE, the Virtual Computing Environment Company October 2011 - August 2012
TransUnion November 2010 - October 2011
Fujitsu Consulting March 2008 - November 2010
Wipfli LLP November 2006 - February 2008
LMA Techwork April 2003 - November 2006
Keane July 1999 - September 2002
Skills
Cisco Data Center..., Cisco Routing &..., LAN/WAN Design, Network Security, Microsoft Servers, VMware, IT Operations, Servers, Data Center, Firewalls, LAN-WAN, Cisco Routers, Cisco Technologies, Troubleshooting, Switches, Virtualization, Cloud Computing
Education
Milwaukee School of Engineering 1997 — 1999
Bachelor's, Management Information Systems
Manipal University 1995 — 1997
Bachelor's, Mechanical Engineering
Don Bosco, New Delhi 1982 — 1995
Wipfli LLP January 2014 - Present
Bank of Wausau/Nicolet Bank December 2011 - October 2013
Connexus Credit Union July 2009 - March 2011
University of Wisconsin Marathon County August 2003 - June 2009
LaSalle Bank May 1994 - April 2002
Skills
Credit Analysis, Operations Management, Training, Microsoft Office, Banking, Business Planning, Branch Management, Small Business Lending, Loan Servicing, Coaching, Commercial Lending, Strategic Planning, Financial Analysis, Loans, Commercial Banking, Consumer Lending, Retail Banking, Capital Budgeting, Month End Close, Microsoft Excel, ORE, Jack Henry, Management, ALLL, ALCO, Dependable Team Player, Leadership, Troubleshooting, Creative Problem Solving, Process Improvement, Desire2Learn, MBA, Reporting & Analysis, Community Banking, Sales, Financial Institutions
Education
Lewis University 1999 — 2001
MBA, Finance and Human Resources
Lewis University 1992 — 1996
Bachlor of Arts, Marketing, Business Adinistration
Wipfli LLP August 2014 - Present
iQdecisions October 2012 - August 2014
Skills
Business Intelligence, Business Analysis, Project Management, QlikView, Requirements Gathering, Data Modeling, Analytics, Process Improvement, Requirements Analysis, Consulting, QlikView Development, Data Science, Quality Improvement, Dashboard, Manufacturing, Customer Support, Continuous Improvement, Manufacturing..., Statistical Data..., Key Performance..., User Interface Design, Statistics, User Acceptance Testing, Problem Solving, Community Outreach, Data Analysis, Highly detail oriented, Agile Methodologies, Predictive Analytics, Customer Centric..., Scope Management, Programming, Six Sigma, Event Planning, Operations Management, Statistical Modeling, Customer Intelligence, Professional Services, Data Mining, Helping Clients Succeed, Social Media, Passion to Succeed, Master Data Management, Functional..., Business Requirements, Defining Requirements, Technology Needs..., Business Impact Analysis, Validation, Peer Group Analysis
Education
University of Minnesota-Twin Cities 2010 — 2012
Bachelor of Arts (B.A.), Statistics, Management
Iowa State University 2008 — 2009
Kahler Slater May 2008 - Present
Kahler Slater August 1998 - February 2002
Wipfli LLP September 1997 - August 1998
Skills
Financial Reporting, Financial Statements, Deltek Vision, Project Accounting, Accounting, GAAP, General Ledger, Variance Analysis, QuickBooks, Fixed Assets, Account Reconciliation, Year-end Close, 401k
Education
Marquette University 1993 — 1996
Bachelor of Science, Accounting
Wipfli LLP October 2014 - Present
McDavid® May 2014 - August 2014
Jewel Food Stores January 2008 - August 2013
Skills
Time Management, Microsoft Excel, Teamwork, Access, Leadership, Financial Accounting, Accounting, Microsoft Word, Financial Reporting, Auditing
Education
Northern Illinois University 2013 — 2014
Bachelor's of Science in Accountancy, Accounting
Joliet Junior College 2010 — 2012
Associate's degree, Accounting
La Salle University ResNet September 2014 - Present
Wipfli LLP May 2015 - May 2015
Comprise Technologies June 2014 - August 2014
Skills
Microsoft Office, SQL, Programming, Microsoft Word, Microsoft Excel, Proficient Typing Skills, Customer Service, Web Development, HTML, Java, Computer Science, C# 4.0, Research, Leadership, Marketing Strategy, Product Development, Retail, Sales Management, Sales, Social Media, Merchandising, PHP
Education
La Salle University 2013 — 2017
Accounting, Sophomore
Christian Brothers Academy 2009 — 2013
Wipfli LLP January 2015 - Present
Independence Visitor Center June 2012 - Present
Presbytery Of Philadelphia January 2015 - Present
Elko & Associates March 2011 - December 2014
LECG August 2008 - February 2011
Aon Consulting February 2005 - 2008
Reynolds & Reynolds May 2001 - January 2005
HAC Group November 1998 - May 2001
Deloitte July 1986 - October 1998
Skills
Mergers, Auditing, Process Improvement, Project Management, Strategic Planning, Financial Analysis, Forensic Accounting, Litigation Support, Litigation Consulting, Finance, Mergers & Acquisitions, Internal Controls, Business Valuation, Financial Accounting, Leadership, Valuation, Budgets, Business Planning, Financial Modeling, Sarbanes-Oxley Act, Risk Management, Management, Financial Reporting, Consulting, Tax, Due Diligence, Internal Audit, Portfolio Management, CPA, SEC filings, Corporate Tax, Business Strategy, US GAAP
Education
Indiana University Bloomington 1982 — 1986
BS, Accounting
Central York High School
Central York High School
Wipfli LLP January 2000 - Present
Deloitte 1997 - January 2000
Skills
Management Consulting, Process Improvement, Strategic Planning, Business Strategy, Leadership Development, Business Process..., Budgets, Business Analysis, Business Planning, Leadership, Organizational..., Strategy
Education
Loyola University Chicago 1996 — 1998
MBA, Finance & International Business, Outstanding Graduate 1998
University of Wisconsin-Madison 1987 — 1991
BS, Economics
Wipfli LLP January 2011 - Present
Wipfli LLP January 2003 - Present
Wipfli LLP October 2000 - January 2005
New Resources Corporation May 1996 - September 2000
Skills
Project Management, CRM, Leadership, ERP, Management, Time Management, Budgets, Integration, Business Process..., Manufacturing, Business Intelligence, Process Improvement, SQL, Team Leadership, Management Consulting, Program Management, Business Analysis, Consulting, Strategy, Cross-functional Team..., IT Strategy, SDLC, Requirements Analysis
Education
Marquette University 1991 — 1996
B.S., Electrical Engineering
Meridian Compensation Partners, LLC July 2011 - Present
Wipfli LLP July 2005 - July 2008
Skills
Executive Pay, Mergers & Acquisitions, Financial Analysis, Corporate Governance, Deferred Compensation, Incentive Programs, HR Consulting, Private Equity, Process Improvement, Corporate Tax, Restructuring, Tax, Organizational Design, Financial Modeling, GAAP, CPA, HRIS, SEC filings, Talent Management, Compensation Structures, Performance Management, Succession Planning, US GAAP, Analysis, Employee Benefits, Employment Law, Due Diligence, Risk Management, Management Consulting, Accounting, Equities
Education
Marquette University Law School 2008 — 2011
Juris Doctor, Law
Marquette University 2009 — 2011
Master of Business Administration
University of Notre Dame - Mendoza College of Business 2004 — 2005
Master of Science, Accountancy
University of Notre Dame 2001 — 2004
Bachelor of Science, Accountancy
Consumers Credit Union, Illinois July 2013 - Present
Wipfli LLP March 2011 - July 2013
Bank of Kenosha October 2008 - March 2011
Northwestern Mutual August 2007 - October 2008
Johnson Bank May 2006 - August 2007
Skills
Financial Reporting, Accounting, Auditing, Banking, Financial Analysis, GAAP
Education
Marquette University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Parkside 2003 — 2007
B.S. Business Management, Finance & Accounting
Wipfli LLP 1990 - Present
Skills
Auditing, Financial Reporting, Leadership, Strategic Planning, CPA, Partnership Taxation, GAAP, Accounting, Management Consulting, Financial Analysis, Mergers & Acquisitions, Finance, Internal Controls
Education
Marquette University 1987 — 1990
business, accounting
Toolcraft Co., Inc. August 2000 - Present
TEC 27 2010 - 2015
TEC 27 2010 - 2015
Tool, Die Machining Association of Wisconsin January 2009 - October 2012
Wipfli LLP July 1997 - July 2000
Arthur Andersen LLP September 1995 - May 1997
Skills
CPA, Cnc, Leadership, Small Business, Machining, Management, Auditing, Machine Tools, Manufacturing, Training, Milling, Machinery, Continuous Improvement, Lean Manufacturing, Purchasing, Manufacturing..., Product Development, CNC, Process Improvement, Team Building
Education
Marquette University 1991 — 1995
BA, Accounting
Marquette University 1991 — 1995
B.S. Accounting, Business Administration and Management, General
William Blair & Company December 2014 - Present
NORC September 2013 - December 2014
Morrisey Associates, Inc. June 2013 - September 2013
Wipfli LLP January 2009 - June 2013
National Bank of Commerce 1998 - 2009
Skills
Process Improvement, CISSP, Active Directory, Strategic Planning, Accounting, Risk Management, IT Audit, Disaster Recovery, Banking, Information Technology, IT Strategy, Risk Assessment, Security, Management, Information Security, NIST, FISMA, Business Continuity, Network Security, Vendor Management, Governance, Business Continuity..., Internal Controls, Analysis, Penetration Testing
Education
Keller Graduate School of Management of DeVry University
MISM, Information Security
Wipfli, LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. September 1980 - October 2010
Skills
Accounting, Auditing, Corporate Tax, Nonprofits, Income Tax, Tax
Education
Illinois State University 1977 — 1980
Bachelors, Accounting
SAGlobal - US March 2011 - Present
ProSource Development September 2010 - February 2011
Wipfli LLP June 2009 - September 2010
Fair Isaac Corporation May 2008 - August 2008
PricewaterhouseCoopers June 2003 - July 2007
School of Medicine, Indiana University October 2001 - April 2003
First National Bank & Trust February 2001 - September 2001
Skills
Requirements Analysis, ERP, Business Intelligence, Project Management, Strategy, Software Development, Business Process, Analysis, Management, Program Management, Business Process..., Consulting, Databases, SQL, Project Planning, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA, Strategy and MIS
Indiana University - Kelley School of Business 1997 — 2000
BS, Computer Information System, Business Process Management, Operation Management
Wipfli LLP September 1999 - Present
John L. Olson, CPA 1995 - 1999
Loyola Spirituality Center 1993 - 1995
Skills
Accounting, Tax, Employee Benefits, Payroll, QuickBooks, Small Business, Corporate Tax, Sales Tax, Financial Reporting, CPA, Tax Preparation
Education
Minnesota State University, Moorhead 1981 — 1985
BS, Office Administration
Johnson Controls October 2013 - Present
Actuant Corporation December 2012 - October 2013
Actuant Corporation March 2010 - December 2012
Wipfli LLP July 2008 - October 2009
Smith & Gesteland 2006 - 2008
Skills
Financial Reporting, Accounting, Internal Controls, State and Local Tax, Tax, Sarbanes-Oxley Act, Corporate Tax, State Tax Planning, Multi-State Sales Tax, GAAP, Sales & Use Tax, Sarbanes-Oxley, US GAAP, Tax Research, Tax Accounting, Financial Statements
Education
Lakeland College 2006 — 2008
B.S., Accounting & Economics
Madison Area Technical College 2003 — 2005
A.S., Accounting
Defense Contract Audit Agency July 2012 - Present
Robert Half Finance December 2010 - July 2012
Urban Day School, Inc. December 2008 - November 2010
Wipfli LLP October 2006 - December 2008
Mercury Marine, Inc January 2006 - June 2006
Irwin Tax & Accounting 2004 - 2006
Northwestern Mutual Life October 2003 - June 2004
Senior University of Wisconsin May 1996 - October 2003
Skills
Risk Management, Microsoft Office, Variance Analysis, Internal Audit, Internal Controls, Sarbanes-Oxley, General Ledger, Accounts Payable, Sarbanes-Oxley Act, Auditing, Accounting, Policy, Microsoft Excel, Budgets, Cash Management, Finance, Software Documentation, Enterprise Risk..., Management, Payroll, GAAP, Leadership, Cash Flow, Financial Reporting, Financial Statements, Financial Analysis, Financial Accounting
Education
University of Wisconsin-Parkside 1998 — 2001
Masters, Business Administration
Lakeland College 1989 — 1992
Bachelor of Arts, Accounting
Milwaukee Area Technical College
Associates - Applied Science, Accounting
ContinuUs (SFCA) June 2014 - Present
Smith & Gesteland January 2013 - April 2014
Bremser Group, Inc January 2011 - December 2012
Meriter Health Services June 2010 - December 2012
Baker Tilly Virchow Krause, LLP September 2008 - June 2010
Wipfli LLP October 2006 - October 2008
Skills
Accounting, Internal Controls, Accounts Payable, Tax, Financial Accounting, Financial Reporting, Invoicing, Auditing
Education
Lakeland College 2007 — 2009
MBA, Concentration in Accounting
University of Wisconsin-Milwaukee 1998 — 2003
Bachelor of Science (B.S.), Healthcare Administration
Scott Riser, CPA LLC June 2015 - Present
Wipfli LLP August 2012 - May 2015
Baker Tilly Virchow Krause, LLP June 2005 - May 2012
Baker Tilly Virchow Krause, LLP June 2000 - August 2007
FGMK, LLC November 1998 - June 2000
Haynie & Company June 1997 - November 1998
Skills
GAAP, Auditing, Investments, Start-ups, Accounting, Internal Controls, International Auditing, Due Diligence, Mergers & Acquisitions, Financial Modeling, Capital Formation, Securities Offerings, Internal Audit, Sarbanes-Oxley, Forensic Accounting, Public Speaking, Sarbanes-Oxley Act
Education
Iowa State University 1988 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Bay Companies, Inc. June 2015 - Present
Wipfli LLP August 2001 - June 2015
Little Rapids Corporation 1984 - 2001
Skills
Financial Accounting, Great Plains Software, Accounting, Internal Controls, General Ledger, GAAP, Sarbanes-Oxley Act, Auditing, Financial Reporting, Microsoft Dynamics GP, Process Improvement, Financial Analysis, Business Analysis, Microsoft Dynamics, ERP, Business Process..., Strategic Planning, Budgets, Management, Fixed Assets
Education
Lakeland College 1990 — 2000
Bachelor of Arts (BA), Accounting
WDP High School 1978 — 1981
Wipfli LLP December 2004 - Present
Mary Kay Independent Business Owner 1996 - Present
Skills
Training, Customer Service, Software Documentation, Microsoft Office, Process Improvement, Outlook, Makeup Artistry, Genuine, Visio, Beauty Industry, Friendly Personality, Leadership, Access, Team Leadership, Small Business, SharePoint, Time Management, Team Building, Troubleshooting
Education
Lawrence University 1976 — 1980
BM, Piano Performance
Wipfli LLP June 2014 - Present
Wipfli LLP January 1992 - May 2014
First Bank Systems 1989 - 1991
Helgeson & Company CPA's 1984 - 1989
Skills
Tax Research, S Corporations, Tax Preparation, Corporate Tax, Partnership Taxation, Financial Institutions, Strategic Financial..., Income Tax, Tax Accounting, GAAP, Tax, Tax Returns, SEC filings, CPA, Tax Advisory, IRS
Education
University of St. Thomas - Opus College of Business 1985 — 1990
MBA, Management
Minnesota State University, Mankato 1980 — 1984
BS, Accounting
Green Bay Packers March 2003 - Present
Wipfli LLP 1996 - 2002
Skills
Customer Service, Microsoft Office
Education
Lakeland College 1999 — 2001
Bachelor, Computer Science
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co., Ltd. August 1984 - December 2010
First National Bank of Winnebago January 1973 - August 1984
Skills
Internal Controls, Internal Audit, Auditing, Financial Analysis, Financial Institutions, Risk Management, Banking, Training, Accounting, Financial Reporting, Financial Risk, Enterprise Risk..., Management, Loans, Risk Assessment, Finance, Financial Services, Sarbanes-Oxley Act, Due Diligence, Credit Analysis
Education
Knox College 1973 — 1974
None, German
Wipfli LLP 2008 - Present
Newell Rubbermaid 2002 - 2006
Newell Rubbermaid 2000 - 2002
Skills
Tax Research, Tax Returns, Partnership Taxation, S Corporations, ProSystem fx Tax, Tax Advisory, US Tax, Sales Tax, IRS, QuickBooks
Education
Judson University
Accounting and Business/Management
Northern Illinois University
Wipfli LLP June 2008 - January 2011
Ernst & Young, LLP July 2006 - June 2008
KPMG August 2005 - July 2006
DeMatthew Accounting Services, S.C. July 2003 - July 2005
Education
University of Wisconsin-Milwaukee 2006 — 2009
MST, Taxation
University of Wisconsin-Milwaukee 2001 — 2003
BSBA, Accounting
Milwaukee School of Engineering 1999 — 2000
Rich East High School 1995 — 1999
TeamSoft Inc. October 2011 - Present
JMR Accounting & Tax Services October 2008 - Present
Wipfli LLP October 2007 - October 2008
Virchow Krause October 2000 - September 2007
Baker Tilly Virchow Krause, LLP 2000 - 2007
Skills
Financial Statements, Accounting, Business Analysis, Nonprofits, GAAP
Education
Lakeland College 2003 — 2004
Accounting, Accounting
Madison Area Technical College 1998 — 2000
Accounting, Accounting
University of Wisconsin-Madison 1992 — 1995
Basic
University of Wisconsin-Stevens Point 1985 — 1986
Ashland High
Wipfli LLP 2005 - Present
Jan C Schott, CPA 1995 - 2004
Beatrice Companies, Inc. 1988 - 1994
Beatrice Companies, Inc. January 1986 - December 1987
Larsson Woodyard & Henson, LLP September 1982 - December 1985
Arthur Andersen & Co August 1977 - August 1982
Skills
Corporate Tax, Tax, CPA, Income Tax, Accounting, Tax Accounting, Tax Preparation, Auditing, S Corporations, Small Business, Tax Research, Tax Returns
Education
Millikin University 1973 — 1977
BS, Accounting
Wipfli LLP September 2007 - Present
RSM McGladrey January 1994 - September 2007
Houghton, Taplick & Co October 1986 - January 1994
Skills
S Corporations, Tax Research, Partnership Taxation, Corporate Tax, CPA, Tax, Income Tax, Tax Accounting, Tax Preparation, Tax Returns, Tax Advisory, State Tax, GAAP, FIN 48, US Tax
Education
Iowa State University 1977 — 1981
BS, Industrial Administration
Wipfli LLP October 2010 - Present
Lindgren, Callihan, Van Osdol & Co, Ltd November 2005 - October 2010
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Analytics, Financial Audits, Financial Accounting, GAAP, GAAS, Tax Accounting, Income Tax, Microsoft Excel, US GAAP, General Ledger, Tax Preparation, CPA, Budgets, Business Strategy, Financial Statements, Corporate Tax, Financial Analysis, Tax, Business Analysis
Education
Lynn University 1997 — 2001
B.S., Accounting
Boylan Catholic School
Grant Thornton LLP June 2015 - Present
BizAgility, Inc July 2014 - June 2015
Wipfli LLP November 2007 - December 2013
Centre for Management and Technology August 2004 - August 2007
MAXIMUS, Inc. 2002 - 2004
Illinois Department of Revenue August 1995 - May 2002
Skills
Strategic Planning, Business Process Design, Process Improvement, Activity Based..., Balanced Scorecard, Business Intelligence, Business Process Mapping, Process Mapping, Cost Perform Software, Oros ABC Software, QlikView, Change Management, Performance Management, Business Process..., Business Process, Business Process..., Strategy, Leadership, Performance Improvement, Analysis, Management, Budgets, Management Consulting, Executive Management, Healthcare, Managerial Finance, Finance, Governance, Financial Analysis, Consulting, IT Strategy, Financial Reporting, Analytics, Risk Management, Business Strategy, Financial Modeling, Sarbanes-Oxley Act, Business Analysis, Business Planning
Education
University of Illinois Springfield 2000 — 2012
Master of Arts (M.A.), Accounting
Illinois State University 1984 — 1986
B.S., Economics
Kishwaukee College 1979 — 1982
A.S., Business & Information Technology
GreenStone Farm Credit Services July 2014 - Present
Northeast Wisconsin Technical College January 2008 - Present
Wipfli LLP October 2013 - June 2014
Buhr and Associates April 2010 - October 2013
Schenck Business Solutions January 2008 - April 2010
Bay Valley Foods November 2007 - February 2010
Kerber Rose & Associates, SC October 2004 - November 2007
Virchow Krause November 1999 - October 2004
Coisman and Kaye, Ltd. September 1992 - November 1999
Northeast Wisconsin Technical College January 1998 - May 1999
Skills
Accounting, Financial Reporting, Planning, Policy, Documentation, Tax, Management, CPA, Lean Certified, Income Tax
Education
Milwaukee School of Engineering 2009 — 2009
Certification, Lean
Lakeland College 1998 — 2001
B.A., Double Major in Accounting/Business Administration
EDCi February 2011 - Present
EDCi November 2007 - February 2011
WIPFLi LLP 2005 - November 2007
Oracular, Inc. 2001 - 2005
Sycamore Group LLC 2000 - 2001
Oshkosh Truck Corporation 1987 - 2000
Skills
Leadership, Process Improvement, Strategic Planning, Management, Coaching Staff, Team Leadership, Professional Services, Information Technology, PMO, Project Management, Software Development, Integration, ERP Implementations, Business Intelligence, SharePoint, SDLC, Data Center, Virtualization, Citrix, VMware, IT Service Management, Infrastructure..., Vendor Management, Business Alignment, Organizational..., Budgets, Application Portfolio..., ITIL, Product Selection, Product Lifecycle..., Call Centers, VoIP
Education
Marian University
Management, Business Management & Information Technology
University of Wisconsin-Oshkosh
University of Wisconsin-Oshkosh
University of Wisconsin-Oshkosh
Spectrum Industries Inc. December 2014 - Present
Rice Lake Weighing Systems July 2013 - January 2015
Wipfli LLP 2004 - June 2013
Bauman Associates, Ltd. 2003 - 2004
Humanetics Corporation 2000 - 2003
KPMG 1996 - 2000
Skills
Financial Accounting, Tax, Financial Reporting, Accounting, Auditing, US GAAP, SEC reporting, GAAP, Audit, Corporate Tax, CPA, Internal Controls, Tax Preparation, Cash Flow, Strategic Planning
Education
Minnesota State University, Mankato 1992 — 1996
Bachelor of Science, Accounting
Wipfli LLP August 2015 - Present
Ramsay and Associates, Ltd. January 2010 - August 2015
M. A. Schaffer Accounting Services July 2006 - June 2010
Tax Materials, Inc 2008 - April 2010
US Bank August 2005 - July 2006
Minnesota Revenue June 2004 - August 2005
Skills
Tax Preparation, Tax Planning, Compilation, Review, Management Consulting, Audit Representation, Bookkeeping, Financial Reporting, KPI, Business Planning, Income Tax, Tax, CPA, Business Advisory, Corporate Tax, Tax Returns, Accounting, Financial Statements, Small Business, Financial Accounting, Tax Accounting, QuickBooks
Education
Indiana Wesleyan University 2009 — 2010
Master's Certificate, Accounting
University of St. Thomas - Opus College of Business 2000 — 2004
BA, Accounting
Hastings High School 1996 — 2000
Sub-Zero Group, Inc. July 2014 - Present
Weir Minerals March 2014 - June 2014
Weir Minerals December 2012 - February 2014
Weir Minerals July 2012 - November 2012
Weir Minerals July 2010 - June 2012
University of Wisconsin, Office of Research & Sponsored Programs August 2009 - July 2010
Wipfli LLP January 2009 - April 2009
Skills
Financial Reporting, Accounting, Auditing, Cost Accounting, General Ledger, Financial Analysis, Budgets, Finance, Financial Accounting, Internal Audit, Analysis, Strategic Financial..., Financial Statements, Accounts Payable, Forecasting, Internal Controls, Variance Analysis, Fixed Assets, Account Reconciliation, Managerial Finance, Management Accounting, CPA, IFRS, Journal Entries, Accruals, Consolidated Financial..., Financial Audits, Financial Forecasting, Accounts Receivable, US GAAP, Internal Control..., Input-Output Analysis, CMA
Education
University of Wisconsin-Madison
Masters of Accountancy, Taxation
University of Wisconsin-Madison
Bachelor of Business Administration (BBA), Accounting
Lancaster University
UK study abroad program
Luther Automotive Group December 2013 - Present
Lurie Besikof Lapidus & Company, LLP October 2011 - November 2013
Grant Thornton January 2010 - October 2011
Opus North Corporation August 2008 - September 2009
Wipfli, LLP January 1987 - July 2008
Skills
High Net Worth..., Individual Tax, Multi-state tax returns, Trusts, Charitable Remainder..., Gift Tax, ProSystem fx Tax, Process Improvement
Education
Minnesota State University, Mankato
BS, Accounting
Wipfli LLP December 2014 - Present
Wipfli LLP September 2011 - November 2014
Legends Brewhouse and Eatery February 2003 - July 2011
Knight Owl January 2010 - May 2011
SIFE (Students in Free Enterprise) January 2008 - May 2011
City of De Pere Internship August 2010 - September 2010
St. Norbert College September 2007 - May 2009
Skills
CPA, Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Auditing, PowerPoint, Microsoft Office, QuickBooks, Time Management, Budgets, Analysis, Microsoft Word, Customer Service, Accounts Payable, Financial Accounting, Marketing, Payroll
Education
St. Norbert College 2007 — 2011
Bachelor, Business Administration; Accounting
Lancaster University 2009 — 2009
Economics; European History; Corporate Finance
Wipfli LLP January 2015 - Present
Elko & Associates October 2013 - December 2014
La Salle University August 2012 - August 2013
Kreischer Miller January 2011 - April 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Accounting, Microsoft Word, Customer Satisfaction, Problem Solving, Communication, Number Crunching, Talking, Listener, Accounts Payable, Social Media, Outlook, Data Entry, Account Reconciliation, Tax Preparation, Accounting Applications
Education
La Salle University 2012 — 2013
Masters of Business Administration, Accounting
La Salle University 2008 — 2012
Bachelor of Science (BS), Accounting
American University of Rome 2010 — 2010
Bachelor of Science, Business; Accounting
Farin & Associates, Inc. May 2015 - Present
Wipfli LLP December 2013 - May 2015
UW Credit Union August 2009 - December 2013
Community First Credit Union June 2006 - August 2009
CUNA Mutual Group January 1990 - January 2006
CUNA Mutual Group January 1995 - January 2000
CUNA Mutual Group January 1991 - January 1995
Cumis Premium Collection January 1990 - January 1991
Skills
Financial Modeling, Financial Reporting, Finance, Accounting, Forecasting, Budgets, Variance Analysis, Financial Analysis, Banking, Credit, Investments, Risk Management
Education
Upper Iowa University 1993 — 1996
Bachelors, Accounting
Madison Area Technical College 1981 — 1983
Associate Degree, Office Mid-Management
Watertown High School 1979 — 1981
Wipfli LLP September 2014 - March 2015
Conifer Health Solutions January 2013 - November 2013
Dell Perot Systems September 2010 - December 2012
St. Louis Community College January 2008 - May 2009
G2N February 2006 - April 2007
SSM health Care 2002 - 2004
Skills
Chargemaster Review, Claim Edits, CPT coding, Healthcare Consulting, EHR, Healthcare IT, EMR, Revenue Cycle, Chargemaster, Health Information..., Hospital Revenue Cycle, HCPCS Coding, Outpatient ICD-9 Coding, Healthcare, Revenue Cycle Management, Healthcare Information..., Process Improvement, HIPAA, Leadership, Medicare, Hospitals, ICD-10, Healthcare Management, Managed Care, CPT
Education
Lindenwood University 2005 — 2009
Masters of Arts, Professional Counseling, A
Saint Louis University 1974 — 1976
Bachelor Science, Health Information Management
Wolters Kluwer Tax & Accounting US September 2014 - Present
Accounting and Technology Consultant July 2013 - Present
McGladrey March 2013 - July 2013
McGladrey October 2008 - February 2013
Contract Financial Analysis May 2008 - October 2008
RSM McGladrey October 2006 - May 2008
Wipfli LLP December 2003 - October 2006
Stirtz Bernards Boyden Surdel & Larter 1995 - 2003
Central Power Distributors August 1994 - September 1996
Boeckermann, Heinen & Mayer September 1988 - August 1994
Skills
Enterprise Architecture, Public Accounting, Document Management, Document Capture, Business Process..., GoSystems RS, Mas 90, Windows Server 2008, Project Portfolio..., Caseware, TOGAF, Zachman, Microsoft Office, Change Management, Professional Services, Controller, Interwoven, International Business, SharePoint, Tax Preparation, Auditing, Activity Based..., Roadmap, Accounting System, Controllers, Strategy, Leadership, Finance, Financial Reporting, Budgets, Enterprise Software, Internal Audit, Information Technology, Tax, Financial Statements, Sarbanes-Oxley Act, Consolidation, IT Audit, Internal Controls, Governance, Windows Server, Accountants, Process Improvement, Six Sigma, ERP, Management Consulting, Mergers & Acquisitions
Education
Metropolitan State University 2009 — 2010
BA, and the MBA, Accounting
Metropolitan State University 2008 — 2010
MBA, Business Administration
Wipfli LLP January 2010 - Present
Walgreens December 2007 - January 2010
Best Buy 2004 - 2009
Skills
Microsoft Technologies, Active Directory, Windows Server, Microsoft Exchange, Servers, System Deployment, MCTS, Server+, Network Administration, DHCP, Windows 7, Hyper-V, Disaster Recovery, Cisco Technologies, Network Security, Troubleshooting, Virtualization, Microsoft CRM, IT Strategy, Antivirus, Windows, Windows 8.1, DNS, Windows XP
Education
Milwaukee School of Engineering 2008 — 2010
Bachelor of Science, Management Information Systems
Waukesha County Technical College 2006 — 2008
Associate's Degree, IT Network Specialist
Wipfli LLP December 2014 - Present
Wipfli LLP December 2013 - December 2014
Wipfli LLP January 2011 - November 2013
Taylor Corporation October 2007 - December 2010
Skills
Healthcare Industry, Healthcare Reimbursement, Accounting, Auditing, Tax-Exempt IRS Returns, Senior Living..., CPA, Medicare, GAAP, Financial Reporting, Internal Controls, Financial Statements
Education
Minnesota State University, Mankato 2006 — 2010
Bachelor of Science (BS), Accounting and Business Law
Wipfli LLP August 2014 - Present
Circle Pines Dental May 2007 - August 2014
American Bank of St. Paul September 2005 - May 2007
Guaranty Bank FSB October 2004 - September 2005
Wells Fargo (previously Norwest Bank Minnesota, N.A.) January 1986 - June 1996
Skills
Loans, Consumer Lending, Internal Controls, Auditing, Compliance, Accounts Payable, Recruiting, Commercial Lending, Training, Banking, Cash Management, Credit, Financial Analysis, Risk Management, Commercial Banking, Credit Analysis, Microsoft Excel, Customer Service, Credit Risk, Project Management, Human Resources, Management, Accounting, Small Business Lending, Analysis
Education
Metropolitan State University
St. Cloud State University
University of Minnesota-Twin Cities
BDO USA, LLP August 2014 - Present
Association of Certified Fraud Examiners (ACFE) February 2015 - Present
Association of Certified Fraud Examiners (ACFE) 2006 - Present
Zack P.C. January 1990 - August 2014
The Optical Society November 2010 - October 2012
Nonprofit Resource Center 1990 - 2012
Wipfli LLP 2001 - 2004
Zack & Riggs, P.C. 1990 - 2000
Grant Thornton 1984 - 1989
Smith Elliott Kearns & Company, LLC 1981 - 1984
Skills
Training, Internal Audit, Public Speaking, Enterprise Risk..., Forensic Accounting, Corporate Fraud..., Forensic Analysis, Accounting, Risk Management, Certified Fraud Examiner, Fraud, Internal Controls, Auditing, Management Consulting, Policy, Financial Reporting, Investigation, Managerial Finance
Education
Loyola University Maryland 1990 — 1992
MBA, Finance
Shippensburg University of Pennsylvania 1977 — 1981
BSBA, Accounting
Wipfli LLP January 2014 - Present
TCF Bank April 2011 - April 2014
BuyFun.com September 2010 - November 2010
Skills
Microsoft Office, SPSS, Quickbooks, Customer Service, Sales, Analysis, Microsoft Word, Time Management, Leadership, Teamwork, Outlook, PowerPoint, Financial Analysis, Management, Accounting, Data Entry, Banking, Microsoft Excel, Training, Auditing, Internal Controls, Cash Management, Public Speaking, Financial Reporting, Financial Accounting, Social Media, Tax, Team Leadership, Event Planning, Research, Access
Education
Minnesota State University 2009 — 2012
Bachelor of Science, Accounting
Minnesota State University, Mankato 2009 — 2012
Bachelor of Science (BS), Accounting
North Hennepin Community College 2007 — 2009
Associate of Arts (A.A.), Accounting
North Hennepin Community College 2007 — 2009
Associate of Arts, Transfer; Accounting
Wipfli LLP August 2015 - Present
Ameriprise Financial Services, Inc. May 2011 - February 2015
Robert Half Consulting January 2010 - April 2011
Deloitte Tax December 2006 - June 2009
Minnesota Department of Revenue June 2003 - June 2006
Catholic Aid Association Life Insurance March 1997 - September 1999
Skills
Corporate Tax, Tax Advisory, Auditing, Statutory Financial..., Tax, Accounting, Financial Analysis, Tax Research, Sarbanes-Oxley Act, Financial Reporting, Tax Accounting, Microsoft Excel, Internal Audit, Sales and Use Tax, Anti Money Laundering, Financial Accounting, Sales
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master's of Business Taxation, Taxation
William Mitchell College of Law 2003 — 2006
Doctor of Law (JD), Corporate Taxation
Metropolitan State University 1996 — 2000
Bachelor's of Science, Accounting
TM Design & Engineering, LLC June 2015 - Present
The Rees Group, Inc July 2013 - April 2015
Accountemps, assignment at Journey Mental Health April 2013 - June 2013
Accountemps, assignment at Shopbop.com May 2012 - April 2013
Azura Harbor Holdings, LLC March 2010 - July 2011
Wipfli, LLP August 2008 - February 2010
Kforce Staffing March 2008 - August 2008
Accountemps December 2007 - March 2008
OpGen, Inc August 2005 - October 2007
ManPower February 2004 - July 2005
Skills
Microsoft Excel, Data Entry, Accounts Receivable, Payroll, Access, Account Reconciliation, Accounts Payable, Invoicing, Human Resources, Budgets, Journal Entries, Analysis, Customer Service, Management, QuickBooks
Education
Madison Area Technical College 1994 — 2008
Associate Degree, Accounting
Madison Area Technical College 1994 — 2004
Associate Degree, Science
Kettle moraine high school 1977 — 1981
High School Diploma, General Studies
Lakeland College
Bachelor's degree, Accounting
Wipfli LLP February 1997 - Present
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis, Budgets, Strategic Planning, Healthcare, Financial Accounting, Nonprofits, Healthcare Management, Medicare, Financial Modeling, Medicaid
Education
Minnesota State University, Mankato 1986 — 1989
BA, Accounting
Wipfli LLP May 2014 - Present
Hennepin County Medical Center October 2010 - May 2014
Hennepin County Medical Center April 2005 - October 2010
Memorial Blood Centers August 2001 - April 2005
Skills
Content Marketing, Marketing Planning, Agile Marketing, Marketing Communications, Newsletters, Strategic Communications, Nonprofits, Media Relations, Event Planning, Public Relations, Community Outreach, Community Development, Social Media, Press Releases, Copywriting, Program Development, Editing, Blogging, Proposal Writing, Crisis Communications, Event Management, Public Speaking, Social Media Marketing, Technology Marketing
Education
Luther College 1997 — 2001
Bachelor of Arts (BA), Communication, Art
H & H Group Holdings July 2015 - Present
Wipfli LLP December 2011 - June 2015
Wipfli LLP November 2009 - December 2011
Rick Vanden Heuvel CPA, S.C. December 2004 - November 2009
Freyberg Hinkle Ashland Powers & Stowell, S.C. October 2002 - December 2004
Skills
Accounting, Financial Analysis, Tax, Tax Preparation, Corporate Tax, CPA, Income Tax, Financial Accounting, General Ledger, Tax Accounting, S Corporations, QuickBooks, Tax Research, US Tax
Education
Marquette University 2003 — 2005
MBA
University of Wisconsin-Milwaukee - School of Business Administration 1998 — 2002
Bachelor of Business Administration, Finance
VAHS 1994 — 1998
Dynamic Fitness & Strength July 2014 - Present
Simplicity First Consulting, LLC May 2013 - Present
SMB Group, LLC May 2011 - May 2013
United Bank June 2010 - May 2011
United Bancorporation April 2008 - June 2010
United Bank April 2006 - April 2008
Wipfli LLP April 2004 - March 2006
PDM Bridge October 2003 - March 2004
Laser Pros International October 1998 - October 2003
Private Consultant July 1996 - October 1998
Skills
Project Management, Creative Direction, Risk Management, Disaster Recovery, Process Improvement, IT Strategy, Cloud Computing, Security, Data Center, Vendor Management, Team Leadership, SharePoint, Integration, Virtualization, IT Management, Business Analysis, Active Directory, Change Management, ITIL, Business Continuity, Enterprise Software, Information Technology
Education
Adtran Curriculum 2006 — 2006
VoIP, Voice Over Internet Protocol
Microsoft Curriculum 2005 — 2005
SBS, Microsoft Small Business Specialist
Microsoft Curriculum 2001 — 2001
MCSE, Windows Server 2000
University of Maryland University College 1986 — 1994
BIS, Business and Computer Applications
National Radio Institute 1982 — 1986
Communications Electronics, Communications Electronics
Milwaukee School of Engineering 1979 — 1980
EET, Electronics
Lindgren, Callihan, Van Osdol & Co., Ltd. July 1990 - Present
Wipfli LLP July 1990 - Present
Clifton Gunderson LLP July 1989 - July 1990
Education
Illinois Wesleyan University 1985 — 1989
bachelors of science, accounting
Wipfli LLP January 2006 - Present
Zumba August 2014 - Present
Copesan August 2003 - January 2006
George's Ringside, Inc. October 2002 - May 2003
Children's Museum of La Crosse December 2001 - July 2002
Skills
Strategic Planning, Marketing, Leadership, Business Planning, Integrated Marketing, Marketing Communications, Campaign Managment, Email Marketing, Social Media Marketing, Web Content Management, Advertising, Management, Direct Marketing, Lead Generation, Online Marketing, Marketing Management, Marketing Strategy, Analysis, Public Relations
Education
Marquette University 2007 — 2009
Master of Business Administration (MBA)
University of Wisconsin-La Crosse 1999 — 2003
Bachelor of Science, Marketing
Wipfli LLP November 2014 - Present
Athey & Company, CPA, P.A. November 2013 - October 2014
Stephen A Shebell CPA Accounting and Tax Services February 2013 - May 2013
Seren IPS June 2010 - August 2012
Skills
Customer Service, Accounting, Leadership, Training, Microsoft Excel, Access, PowerPoint, Auditing, Banking, Microsoft Word, Tax, Microsoft Office, Outlook, QuickBooks, Bookkeeping, General Ledger, Invoicing
Education
Monmouth University 2009 — 2013
Bachelors of Science, Business Administration with a Concentration in Accounting
Williamstown High School 2005 — 2009
Wipfli LLP November 2002 - Present
Stora Enso July 2000 - October 2002
Skills
Active Directory, System Deployment, Microsoft Technologies, SCCM, Group Policy, Windows, Servers, Information Technology, Operating Systems, Microsoft Office, Problem Solving, Troubleshooting, Customer Service, Microsoft Certified..., Software Documentation, Computers, DNS, Integration, Microsoft Excel, DHCP, Server Architecture, Disaster Recovery, Windows Server, MBA, Project Management, CommVault, SCOM, Bluecoat Proxies, SCEP, Print Management, Altiris, AVAMAR, Microsoft Certified..., Six Sigma, Systems Engineering, Windows 7, Process Improvement, Automation, Planning, MCSA, Multifunction Devices, Kofax, AppNeta, Leading Change, System Administration, Software Installation, System Center Products, Canon MFD's, Private Cloud, HP Printers
Education
Lakeland College 2007 — 2009
MBA, Project Management
University of Wisconsin-Stevens Point 1999 — 2002
CIS and Business Administration, Information Technology
Northern Michigan University 1997 — 1999
Business Administration
Florence High School 1994 — 1997
Wipfli LLP March 2004 - Present
Metso Minerals June 1995 - September 2002
Metso Minerals June 1993 - June 1995
Skills
Microsoft SQL Server, Axapta, ERP, Requirements Analysis, Enterprise Software, .NET, Microsoft Dynamics, Integration, SQL Server, SSRS, Microsoft Technologies, IT Strategy, Software Documentation, Process Improvement, T-SQL, Business Intelligence, Visual Studio, Musician, Microsoft Dynamics AX
Education
Fox Valley Technical College 2002 — 2003
Associate's degree, PC and Web Development
Lawrence University
Wipfli LLP August 2013 - Present
Plexus September 2009 - May 2013
Kimberly-Clark January 2000 - June 2007
Kimberly-Clark 1989 - 2001
Skills
Change Management, TSO, Windows, SAP, MVS, Outlook, JES2, JD Edwards, Microsoft Word, Microsoft Excel, PowerPoint, TWS, Software Documentation, Training, Troubleshooting, Team Building, Team Leadership, Process Improvement, Team Management, System Administration, Disaster Recovery, ITIL, Information Technology
Education
FVTC 2007 — 2009
Loyalist College 2007 — 2007
ITIL Foundation EXIN Certified
My Health Direct, Inc. September 2011 - Present
Empowering Change through Healthy Opportunities, Inc January 2010 - Present
Midwest Penguins Volleyball Club November 1997 - Present
Midwest Penguins Volleyball September 1997 - Present
Pewaukee High School 2006 - Present
Wipfli LLP December 2000 - November 2011
Carroll University 2002 - 2005
Slattery's Service, Inc February 1984 - June 2000
Skills
QuickBooks, Accounting, Tax, Budgets, Teamwork, Coaching, Fundraising, Strategic Planning, Nonprofits, CRM, Small Business, Start-ups, Management, Leadership, Financial Analysis, Consulting, Finance
Education
Marquette University 1987 — 1991
Business Administration, Accounting
Wauwatosa West
EWH Small Business Accounting S.C. February 2015 - Present
Sara Investment Real Estate May 2012 - October 2014
Wipfli LLP November 2010 - May 2012
Continental Properties Company, Inc. November 2008 - November 2010
Ernst & Young 2007 - 2008
Sattell Johnson Appel & Co., S.C. January 2004 - November 2007
TriCast, Inc. 2002 - 2003
Sattell, Johnson, Appel & Co., S.C. June 1998 - April 2002
Serv-U Prescription Services August 1996 - June 1998
Skills
Financial Reporting, Accounting, Financial Statements, Tax, Auditing, QuickBooks, Real Estate, Internal Controls, Finance, Leadership, GAAP, Corporate Tax, Management
Education
University of Wisconsin-Milwaukee 2009 — 2013
Master of Science
Lakeland College 1992 — 1996
Bachelor
NWTI
Associate
Marinette High School
Onomatopoeia Incorporated 1996 - Present
UnitedHealth Group November 2008 - Present
Defending the Blue Line November 2014 - Present
Vine Arts Center September 2013 - Present
Kickstarter Campaign June 2014 - June 2014
BioScrip, Inc. February 2014 - June 2014
Fairview Health Services August 2013 - December 2013
Caribou Coffee June 2013 - September 2013
Wipfli LLP May 2013 - September 2013
Information Delivery Group November 2008 - September 2013
Skills
QlikView Development, Coding, C, C++, PHP, Matlab, VB, ASP.NET, AJAX, HTML, CSS, SQL, Microsoft SQL Server, T-SQL, Google Apps, Google Analytics, Google Maps, Bing Maps, Oracle, Analytics, Project Management, Business Intelligence, Integration, Start-ups, Visual Basic, XML, Software Development, Analysis, Web Applications, ETL, Electronics, Electrical Engineering, Schematic, Oil Painting, Stone Carving, Wood Carving, Printmaking, Video Production, Video Editing, Computer Animation, monkey business, making it real and..., Business Objects, MySQL, .NET, SSRS, SharePoint, Databases, Access, SSIS
Education
University of Saint Thomas 2005 — 2011
MS in progress, Software Engineering
Minneapolis College of Art and Design 1997 — 2001
Classes only, SGI Wavefront 3D Design & Animation Metal Casting Printmaking
Minneapolis Community and Technical College 1995 — 1996
Classes Only, Animation MCC Welding MTC
Trinity University 1982 — 1989
Bachelor's degree, B.A Art B.A Communication
Wipfli LLP December 2002 - Present
CCP Global 1998 - 2002
Arthur Andersen 1997 - 1998
Motorola Mobility 1996 - 1997
United Airlines 1995 - 1995
Skills
Business and Technology..., Market Feasibility..., Business Planning and..., Organizational..., Process Improvement, Technology Planning &..., ERP, IT Management, Tax, SharePoint, Feasibility Studies, Manufacturing, Management, Business Strategy, Project Planning, Management Consulting, Consulting, CRM, Financial Reporting, Corporate Tax, Outsourcing, SAP, Leadership, Information Technology, Auditing, Business Process..., .NET, Finance, Accounting, IT Outsourcing, Internal Controls, Sarbanes-Oxley Act, PeopleSoft, Financial Analysis, Professional Services, Strategy, GAAP, Microsoft Dynamics, Six Sigma
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA, Completed Executive MBA
Marquette University 1991 — 1995
Bachelor of Science (B.S.), International Business & Accounting with a Minor in Spanish
Wipfli, LLP September 2002 - Present
Sycamore Group September 1996 - September 2002
Muehl Steffes & Krueger January 1988 - September 1996
Skills
Business Process..., Management Consulting, Manufacturing, IT Strategy, Business Analysis, Strategic Planning, Business Strategy, Project Management, Process Improvement, Program Management, Business Intelligence, Accounting
Education
Marquette University 1983 — 1987
Bachelor of Science (BS), Accounting
The Members Group March 2014 - Present
Denman & Company September 2007 - March 2014
Wipfli LLP September 2006 - September 2007
Deloitte 2002 - 2006
ACT 2000 - 2002
Education
Lakeland College
University of Iowa
Wipfli LLP November 2012 - Present
Ryan, Hodgins & Associates December 2005 - November 2012
Courtyard by Marriott 2005 - 2009
Edina Realty January 2003 - December 2005
Skills
Customer Service, Accounts Receivable, Bookkeeping, Accounts Payable, Payroll, QuickBooks, Microsoft Office, Marketing, Accounting, Microsoft Excel, Fundraising, Event Planning, High Level Of Accuracy, Personnel Management, Time Management
Education
Minnesota School of Business 2002 — 2004
Associate's degree
Luther College 1999 — 2001
Sports and Music Management
Shawano High
Wipfli LLP January 2015 - Present
Franklin American Mortgage Company November 2013 - January 2015
Franklin American Mortgage Company August 2012 - November 2013
Spring Leaf Financial Services October 2008 - August 2012
Springleaf Financial Services March 2004 - October 2008
Skills
SOX, Management, Internal Audit, Auditing, Financial Analysis, Customer Service, Accounting, Process Improvement, Analytics, Fraud, Microsoft Excel, Financial Modeling, Account Management, Strategic Planning, Sales, Finance, Sarbanes-Oxley Act, Banking, Credit, Risk Management
Education
Indiana University-Purdue University at Indianapolis 1998 — 2011
BS, General Studies
Nicolet College June 2014 - Present
Nicolet College June 2010 - Present
Associated Banc-Corp July 2008 - May 2010
Wipfli LLP October 2007 - July 2008
Clifton Gunderson LLP April 2007 - October 2007
Wipfli LLP November 2004 - April 2007
NYCE Corporation August 2003 - October 2004
Doral Dental 2001 - 2003
eFunds Corporation June 1988 - February 2001
Deluxe Electronic Payment Systems 1988 - 2001
Skills
Banking, Auditing, Financial Reporting, Data Analysis, Budgeting, Financial Analysis, Strategic Planning, Accounting, Process Improvement, Microsoft Office, Excel, Forecasting, Analysis, Word, PowerPoint, Change Management, Financial Management, Audit, Team Building, Business Process..., Performance Management, Product Development, Team Leadership, Process Engineering, Organizational..., Business Analysis, Problem Solving, Compliance, Non-profits, Budgets, Leadership Development, Financial Accounting, Leadership, System Administration, Access, Management, Training, Risk Management, Program Management, Mergers & Acquisitions, Business Planning, Project Management, Strategy, Management Consulting, Coaching, Business Strategy, Sarbanes-Oxley Act, Project Planning, Software Documentation, Cash Management
Education
William Mitchell College of Law 2015 — 2019
Juris Doctor, Law, Hybrid Program starting Fall 2015
University of Phoenix 2003 — 2005
MBA/ACC, Accounting Emphasis
St. Norbert College 1982 — 1986
BBA, International Business, French, Computer Science
Wipfli LLP October 2012 - Present
Aurora Health Care November 2009 - May 2012
Aurora Health Care August 1999 - September 2009
Universal Savings Bank April 1998 - July 1999
Frontier Technolgies Corporation November 1994 - April 1998
E.G. Gasket & Supply, Inc April 1994 - November 1994
MGIC December 1989 - April 1994
Skills
2008 Administration, Win 2003, EMC Storage, Storage Area Networks, HP Server Hardware, Clariion, EMC Celerra, TSM, Unix, Linux, Microsoft SQL Server, HP Proliant, Backup Exec, Backup & Restore, DNS, NAS, SAN, XP/Vista/7, AIX, Solaris, HP-UX, Solarwinds, PowerPath, Novell Netware, Tape Libraries, Hardware Support, Computer Maintenance, System Monitoring, Local Area Network, Technical Support, System Administration, Active Directory, Email Clients, Application Servers, Infrastructure, Software Installation, Systems Analysis, Server Administration, Desktop Computers, System Testing, Unisphere, Qlogic, Navisphere, Hardware Installation, Internet, Troubleshooting, Windows Server, Disaster Recovery
Education
University of Wisconsin-Milwaukee
Management Information Systems
Milwaukee Area Technical College
Computer Information Systems
Bank of America Merrill Lynch May 2011 - Present
AIG October 2009 - May 2011
PricewaterhouseCoopers October 2003 - October 2009
Wipfli LLP October 1997 - October 2003
Schenck SC April 1996 - October 1997
Firstar Bank August 1994 - April 1996
Education
University of St. Thomas - Opus College of Business
MBA, Finance
Lakeland College 1993 — 1994
B.A., Accounting
University of Wisconsin-River Falls 1986 — 1989
B.S., Broad Area Business Administration
Wipfli LLP January 2011 - Present
AMCORE Bank, now Harris, N.A. September 2009 - August 2010
AMCORE Bank February 1994 - September 2009
AMCORE Bank 1985 - 2009
Skills
HR Policies, Recruiting, Succession Planning, Organizational..., Job Descriptions, Management, Performance Management, Employee Relations, Employee Benefits, Payroll, Job Evaluation, Human Resources, Data Analysis, Personnel Management, Performance Appraisal, Deferred Compensation, Interviews, Coaching, Onboarding, Leadership, Compensation & Benefit, Talent Management, Benefits Administration, Temporary Placement, Team Building, HRIS, FMLA, Process Improvement, Incentive Programs, Banking, Program Management, Affirmative Action, Customer Service, Sourcing, Talent Acquisition
Education
Judson University 1998 — 2000
Management & Leadership
Medtronic September 2015 - Present
PwC August 2013 - September 2015
Wipfli LLP December 2012 - July 2013
Wipfli LLP December 2010 - November 2012
McGladrey & Pullen January 2005 - April 2009
US Army November 1999 - November 2007
Skills
US GAAP, Financial Statement..., Consolidated Financial..., Audits of Employee..., Internal Control..., Project Management, Project Planning, Planning Budgeting &..., Manufacturing, Hospitality, Internal Controls, Start-ups, Private Equity, Stock Compensation, Inventory, CPA, GAAP, Auditing, Tax Accounting
Education
Minnesota State University, Mankato 1999 — 2005
Bachelor's degree, Business, Accounting
Cheryl Hawkins Tax and Accounting September 2014 - Present
Enestvedt & Christensen, LLP January 2012 - September 2014
Enestvedt & Christensen, CPAs October 2008 - December 2011
Wipfli LLP December 2003 - October 2008
Stirtz Bernards Boyden Surdel & Larter July 1997 - December 2003
Sevenich, Butler, Gerlach & Brazil, Ltd. 1996 - 1997
Bane Holtzclaw & Company January 1994 - May 1996
Skills
S Corporations, Partnerships, Non-profits, Accounting, Accounts Receivable, Corporate Tax, CPA, Income Tax, Nonprofits, Partnership Taxation, Property Tax, Tax, Tax Preparation, Tax Research, Tax Returns, Tax Accounting, Auditing, Financial Reporting, GAAP
Education
Metropolitan State University 2008 — 2010
MBA
St. Catherine University 1992 — 1996
BA, Accounting
Absarokee High School 1988 — 1992
Watford City High School 1986 — 1988
Oshkosh Corporation January 2015 - Present
Hawkins Ash CPAs November 2012 - December 2014
Wipfli LLP June 2011 - October 2012
Oshkosh Corporation July 2010 - May 2011
First Source Worldwide, LLC July 2009 - July 2010
Schenck Business Solutions January 2009 - April 2009
Midwest Lending Corporation August 2003 - October 2008
Skills
Financial Analysis, Tax Returns, Audits of Employee..., SOC 1, Auditing, Accounting, Tax, Account Reconciliation, Tax Preparation, GAAP, Internal Controls, Financial Reporting, QuickBooks, General Ledger, Income Tax, Financial Accounting, Cost Accounting, Sarbanes-Oxley Act, Finance, Economics, Macroeconomics, Microsoft Excel, Accounts Receivable, Bookkeeping, Accounts Payable, Managerial Finance, Internal Audit, Time Management, CPA, Corporate Tax, Fixed Assets, Journal Entries, Financial Statements, Small Business, Variance Analysis, Analysis, US GAAP
Education
Marquette University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Wisconsin-Oshkosh 2008 — 2011
BBA, Accounting, 3.84
Michigan Technological University 1999 — 2002
NA, Chemical Engineering
Howell High School 1995 — 1999
Diploma, Pre-Engineering, General Studies, 3.95
Cenco, Inc February 2015 - Present
State of Minnesota September 2011 - Present
Moquist Thorvilson Kaufmann Kennedy & Pieper LLC January 2009 - May 2010
Wipfli LLP 2005 - 2008
Skills
Income Tax, Tax Preparation, Tax Research, Plain Language, Tax, Depreciation, Corporate Tax, Partnership Taxation, ProSystem fx Tax, S Corporations, Financial Statements, Financial Reporting, Tax Accounting, QuickBooks, Tax Returns, Financial Accounting, General Ledger, Auditing
Education
Saint Mary's University of Minnesota 2011 — 2013
MBA
Minnesota State University, Mankato 2003 — 2005
Bachelors, Accounting, History, Political Science
Wipfli LLP November 2004 - Present
Land O'Lakes, Inc. August 2001 - June 2004
Land O'Lakes, Inc. September 1996 - August 2001
Wolf Etter January 1993 - August 1996
KPMG US January 1989 - January 1993
Skills
Nonprofits, Corporate Tax, Budgets, Tax, Accounting, Income Tax, Customer Service, Auditing, Tax Research, Financial Reporting, Tax Returns, CPA, Partnership Taxation, Tax Accounting, Tax Preparation
Education
University of Minnesota - Carlson School of Management 1989 — 1993
Master of Business Taxation (MBT)
Minnesota State University, Mankato 1987 — 1988
Bachelor of Science, Accounting
University of Minnesota-Twin Cities 1977 — 1981
Bachelor of Science, Agronomy, Soil Science
Wipfli LLP July 2006 - Present
Education
Millikin University
Wipfli LLP December 2002 - Present
Extendicare Health Services 1990 - 2002
Extendicare 1990 - 2002
Skills
Accounting, Healthcare Consulting, QuickBooks, Auditing, Financial Analysis, Healthcare, CPA, Financial Statements, Internal Controls, Financial Reporting, Forensic Accounting, Financial Accounting, Managerial Finance, Cost Accounting, General Ledger, Budgets, Medicare, Strategic Planning, Process Improvement, Healthcare Management
Education
Lakeland College 1995 — 1997
Bachelors, Accounting
Abbot Downing August 2002 - Present
Baker Tilly Virchow Krause, LLP May 2000 - August 2002
Wipfli LLP December 1997 - April 2000
Skills
CPA
Education
Lakeland College
Bachelor of Arts, Accounting
Wipfli LLP September 2015 - Present
WeiserMazars LLP December 2014 - September 2015
Wouch, Maloney & Co., LLP January 2012 - December 2014
Preferred Sands 2011 - 2012
Kreischer Miller 2006 - 2011
Caxton Associates 2005 - 2006
Kreischer Miller 1998 - 2005
Skills
Tax, Accounting, CPA, Auditing, Financial Reporting, Mergers & Acquisitions, Managerial Finance, Budgets, GAAP, Corporate Tax, Finance, General Ledger, US GAAP, Tax Accounting, Internal Controls, Tax Preparation
Education
La Salle University 1994 — 1998
Bachelor of Science (B.S.), Accounting
Hallmark Business Connections June 2015 - Present
Superior Tax Prep January 2014 - Present
UBM Advanstar January 2012 - May 2015
Wipfli LLP February 2013 - April 2013
H&R Block December 2010 - April 2012
Moline Machinery LLC April 2010 - December 2011
RSM McGladrey June 2008 - March 2010
Moline Machinery LLC April 2007 - May 2008
RSM McGladrey February 2007 - April 2007
US Army August 2001 - August 2006
Skills
Tax, Accounting, Fixed Assets, Tax Preparation, Income Tax, Microsoft Excel, Corporate Tax, Sales & Use Tax, Fundraising, Cost Accounting, Strategic Planning, Budgets, Tax Research, QuickBooks, Journal Entries, Inventory Analysis, Website Development, Tax Accounting, GAAP, State Taxation, Excel, Month End Close, Clergy Taxation, Personal Property Tax, Escheatment, Unclaimed Property, Adoption Tax Credit, Annual Reports
Education
Liberty University 2013 — 2014
Master of Business Administration (MBA)
University of Wisconsin-Superior 2005 — 2008
Bachelor Science, Accounting with a Personal & Professional Communication Minor
Superior Senior High School 1997 — 2001
Urban Partnership Bank September 2012 - Present
Accountemps April 2012 - September 2012
Accountemps September 2011 - March 2012
Parker Community Credit Union September 2009 - August 2011
Wipfli LLP October 2006 - June 2009
First Business Financial Services February 2005 - October 2006
WEA Credit Union May 1997 - February 2005
Anchor Bank 1995 - 1997
Skills
Banking, Credit, Loans, Financial Analysis, Finance, Accounting, Internal Audit, Mortgage Lending, Auditing, Risk Management, Compliance
Education
Upper Iowa University 2001 — 2003
Bachelor's, Accounting
Madison Area Technical College 1992 — 1993
Associate, Finance
Cedar Creek Consulting, Inc. April 2014 - Present
Wipfli LLP August 2014 - March 2015
Cedar Creek Consulting, Inc. April 2014 - August 2014
RSM McGladrey March 2007 - August 2014
McGladrey LLP March 2007 - August 2014
RSM McGladrey / Corvus Group 2008 - 2009
Cedar Creek Consulting, Inc. November 2001 - March 2006
Sprint PCS July 2000 - October 2001
Hamilton & Sullivan 1999 - 2000
eFORCE 1999 - 1999
Skills
Payment Systems, Credit, Banking, Business Planning, Commercial Lending, Commercial Banking, Credit Risk, Loans, Financial Institutions, Credit Analysis, Treasury Management, Underwriting, Portfolio Management, Due Diligence, Capital Markets, Risk Management, Mortgage, Financial Analysis, Corporate Finance, Loan Servicing, Asset Management, Retail Banking, Cash Flow, Cash Flow Forecasting, Mergers, Cash Management, Asset, Payments, Management Consulting, Internal Controls, Restructuring, Small Business, Financial Management, Managerial Finance, Internal Audit, Mortgage Lending, Mergers & Acquisitions, Financial Risk, Valuation, Financial Modeling, Strategy, Strategic Financial..., Executive Management, Financial Services, Enterprise Risk..., Financial Reporting, Finance, Private Equity, Sarbanes-Oxley Act, Funding
Education
Barret Graduate School of Banking 2013 — 2015
Certificate, Banking
University of Wyoming 1974 — 1975
MBA, Business Administration
Michigan State University 1968 — 1972
BA, Business Administration
Knuth Accounting and Business Services, LLC February 2009 - Present
Wipfli, LLP 2006 - 2008
HG&K, Ltd 2005 - 2006
Knuth Accounting Service 2003 - 2005
Ramsey Engler, LTD 1994 - 1996
Knuth Accounting Services 1985 - 1993
Coopers & Lybrand (Pricewaterhouse Coopers) September 1981 - 1984
Skills
Tax Preparation, Corporate Tax, Tax, Accounting, Income Tax, Cash Flow, Financial Statements, Payroll, Budgets, Small Business, Financial Reporting, Tax Returns, Business Planning, Management Consulting, Auditing
Education
University of Saint Thomas - School of Business
Project Management
Metropolitan State University
Bachelor's, Business Management
Dakota County Technical College
Associate, Accounting
Wipfli LLP January 2014 - Present
The Condon Group, Ltd. July 2000 - December 2013
Skills
Account Reconciliation, SEC filings, Business Acquisition, Non-profits, Private Companies, Due Diligence, Not for Profit, SEC, CFOs, Healthcare, Public Companies, CPA, Business Valuation, Exit Strategies, Cash Flow, Corporate Tax, Nonprofits, Mergers & Acquisitions, Middle Market, Corporate Governance, Executive Management, Corporate Finance, Capital Budgeting, Private Equity, International Tax, Financial Audits, M&A experience, Acquisitions, Restructuring, Valuation, Financial Advisory, Finance, Venture Capital
Education
Illinois Wesleyan University 1990 — 1994
Bachelor of Arts, Public Accounting
Wipfli LLP July 2014 - Present
DIC Imaging Products August 2012 - May 2014
DIC Imaging Products October 2007 - August 2012
DIC Imaging Products April 2001 - October 2007
Seaquist Closures 1999 - 2001
Harnischfeger (P&H) 1995 - 1999
Harnischfeger (P&H) 1992 - 1995
Skills
Materials, Purchasing, Product Development, Manufacturing, Sales, Microsoft Dynamics, ERP Implementations, ISO 9001:2008 Internal..., Inventory Control, Logistics Management, Continuous Improvement, Lean Manufacturing, Kaizen, Quality Management, Coatings, 5S, ISO, Six Sigma, Materials Management, Logistics, ERP, Process Improvement, Leadership
Education
Upper Iowa University
Bachelor's Degree, Business Administration
Lakeshore Technical College 1983 — 1985
Associate's Degree, Applied Science - Data Processing
Dale Carneige
Wipfli LLP September 2011 - Present
Deloitte September 2009 - July 2011
Skills
Tax Accounting, Financial Accounting, Auditing
Education
Michigan State University - The Eli Broad Graduate School of Management 2004 — 2009
MS, Accounting
Michigan State University 2004 — 2008
BS, Accounting
Edgewood College March 2009 - Present
Wipfli LLP March 2004 - Present
Education
McDaniel College
BA, Biology
University of Maryland Baltimore
Ph.D., Physiology
Wipfli LLP December 1994 - Present
Education
Iowa State University 1983 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Denise Kirchmayer, CPA February 2012 - Present
The Orchid Bug LLC March 2010 - December 2012
Wipfli LLP January 2003 - December 2009
Wipfli LLP January 2003 - December 2006
SOURCECORP (IMC, LP) January 2001 - January 2003
Skills
Bookkeeping, Accounts Payable, Accounts Receivable, General Ledger, Cash Management, Bank Reconciliations, Cost Accounting, Check Reconciliation, Financial Statements, Financial Reporting, Journal Entries, Customer Service, Auditing, Corporate Taxation, Tax Accounting, Record Keeping, QuickBooks Pro, QuickBookss Premiere, QuickBooks Enterprise..., QuickBooks Online, QuickBooks Point of Sale, Intuit Tax Online, Windows O/S, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Caseware, Peachtree
Education
Lakeland College
Bachelor's Degree, Accounting
Wipfli LLP January 1997 - Present
Skills
CPA, Tax Advisory, Financial Accounting, Bank Taxation, Tax Accounting, Tax Preparation, Corporate Tax, Fixed Asset Management, Banking, Income Tax, Tax, Tax Research, GAAP
Education
Lakeland College
BA, Accounting
Fox Valley Technical College
Associates, Accounting
Kaukauna High School
Kaukauna High School
Wipfli LLP September 2008 - March 2009
Plus, Inc. September 2005 - March 2008
Paper Converting Machine Company January 2004 - September 2005
Partek Forest North America LLC July 2003 - January 2004
Plus, Inc. June 1999 - June 2003
Truss Systems, Inc December 1998 - June 1999
Agrilink Foods Vegetable Co January 1996 - December 1998
Skills
General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation, Auditing, Financial Statements, Payroll, Financial Analysis, Bank Reconciliation, Accounting, Financial Reporting, Finance, Internal Controls, Sarbanes-Oxley Act
Education
Lakeland College 2013 — 2015
Bachelor of Arts (B.A.), Accounting, 4.0
Fox Valley Technical College
Associate Degree, Applied Science; Accounting
Sentry Insurance September 2014 - Present
Sentry Insurance August 2013 - September 2014
Sentry Insurance July 2012 - August 2013
Wipfli LLP December 2011 - July 2012
Sentry Insurance November 2010 - December 2011
Baylake Bank September 2009 - July 2010
Baylake Bank October 2008 - September 2009
Baylake Bank July 2008 - October 2008
AnchorBank 2007 - 2008
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, Auditing, Banking, Budgets, CPA, Cash Management, Commercial Lending, Corporate Tax, Cost Accounting, Finance, Financial Accounting, Financial Statements, Fixed Assets, GAAP, General Ledger, Income Tax, Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Tax, Tax Accounting, US GAAP, SEC filings, Tax Returns
Education
Lakeland College 2008 — 2009
BA, Accounting
University of Wisconsin-Stevens Point 2002 — 2007
BS, Business Administration, Communication
Pacelli
Sysco August 2012 - Present
Wipfli LLP June 2011 - May 2012
Private Residence in Houghton, Mi January 2010 - April 2011
Private Residence of Elisabeth Montagna May 2005 - August 2009
Portage Lake Golf Course April 2008 - July 2008
Skills
Microsoft Office, Teamwork, Time Management, Organization, Accounting, Auditing, Internal Controls, Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Word, PowerPoint, QuickBooks, Data Analysis, Financial Statements
Education
Michigan Technological University 2007 — 2011
Bachelor of Science, Business Administration and Accounting
Oakland University 2006 — 2007
Business Administration
Washington State University August 2014 - Present
Louisiana State University August 2010 - October 2013
Oakfield School District September 2009 - September 2010
Wipfli LLP October 2006 - March 2008
Clifton Gunderson LLP January 2005 - June 2006
Skills
Accounting, Financial Statements, Internal Controls, Financial Analysis, Auditing, General Ledger, Tax, Human Resources, Financial Reporting, Financial Accounting, Research, Teaching, Management
Education
Washington State University 2014 — 2018
Doctor of Philosophy (Ph.D.), Strategic Management and Entrepreneurship
Louisiana State University 2010 — 2014
PhD, Strategic Mgmt
University of Wisconsin-La Crosse 2008 — 2009
Masters, MBA
Winona State University 2000 — 2004
B.S., Accounting
Michigan Technological University October 2008 - Present
Army National Guard January 2001 - January 2009
Michigan Technological University February 2008 - October 2008
Michigamme Methodist Institute January 2006 - November 2007
Wipfli LLP January 2005 - December 2005
Stora Enso June 2004 - January 2005
Skills
Project Management, Microsoft Office, Process Improvement, Data Analysis, Analysis, Research, Microsoft Excel, Public Speaking, Microsoft Word, Leadership Development, PowerPoint, Program Management, Strategic Planning, Budgets, Customer Service, Continuous Improvement, Business Analysis, Leadership, Troubleshooting, SQL, Statistics, Technical Writing, Access
Education
Michigan Technological University 2002 — 2004
Bachelor of Science, Business Administration - Management Information Systems
Houghton High School 1990 — 1995
Diploma, General Studies
Wipfli LLP November 1995 - Present
Lou Bachrodt inc. May 1994 - November 1995
Skills
GAAP, Accounting, Internal Controls, Auditing, Financial Reporting, Income Tax, Financial Accounting, US GAAP, General Ledger, Financial Analysis, QuickBooks, Fixed Assets, Strategic Financial..., Cost Accounting, Accounts Payable
Education
Illinois State University 1992 — 1994
Bachelor of Science (B.S.), Accounting
Highland Community College 1990 — 1992
Associate's degree, Accounting
Wipfli LLP September 1989 - Present
Skills
Income Tax, Tax Returns, Management Consulting, Tax Accounting, Tax, Auditing, Corporate Tax, Tax Preparation, Tax Research, Partnership Taxation, Internal Controls, S Corporations, Accounting, GAAP, CPA
Education
Marquette University 1984 — 1988
Bachelor of Science (B.S.), Accounting
STEVENS CONSTRUCTION CORP. July 2011 - Present
Wipfli LLP April 2010 - July 2011
Design Structures, LLC August 2008 - January 2010
First American Title 2002 - 2008
Skills
Customer Service, Analysis, Budgets, Financial Analysis, Risk Management, Auditing, Project Management, Training, Finance, Leadership, Team Building, Team Leadership, Strategic Planning, Employee Benefits
Education
Madison Area Technical College
Associates, Accounting
Averett Warmus Durkee November 2013 - Present
Cohen & Company June 2010 - October 2013
A. Scott McEachron, CPA, PA May 1986 - June 2010
Watsky & Company September 1984 - May 1986
Wipfli LLP January 1980 - August 1984
Skills
Tax Preparation, Income Tax, Corporate Tax Planning, Tax, Planning Budgeting &..., Internal Revenue..., Personal Tax Planning, Family Business..., Business Continuity..., Financial Performance..., Federal & State Income..., Executive Financial..., Management Consulting, Financial Analysis, Strategic Financial..., Internal Controls, CPA, GAAP, Accounting, Tax Returns, Finance, Corporate Tax, Financial Statements
Education
Milton College 1978 — 1979
BA, Accounting, Magna Cum Laude
Madison Area Technical College 1975 — 1978
AA, Accounting
University of Wisconsin-Madison 1974 — 1979
Wipfli LLP January 2013 - Present
Marquette University August 2010 - January 2013
Marquette University August 2011 - May 2012
University of Wisconsin-Madison May 2011 - September 2011
Bishops Bay Country Club May 2005 - September 2011
Skills
Data Analysis, Healthcare Information..., Business Analytics, Management Consulting, Business Process..., Visio, Statistics, Healthcare Consulting, College Recruiting, Labview, Matlab, Technical Writing, Lean Thinking, Information Technology, Change Management, Process Improvement, Process Redesign, Healthcare improvement, Healthcare Management, Project Management, Biomedical Engineering, Higher Education, Student Affairs, Critical Thinking, Product Design, Crucial Conversations, Project Planning, Healthcare Analytics, Mechanical Engineering, Process Consulting, Continuous Improvement, Assistant Teaching, Laboratory Medicine, Senior Living..., IT Audit
Education
Marquette University 2014 — 2016
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Marquette University 2008 — 2012
Bachelor of Science, Biomechanical Engineering
Wipfli LLP September 2015 - Present
Sole Practitioner June 2014 - September 2015
McGladrey LLP January 2012 - 2014
JPMorgan Chase July 2008 - December 2011
Skills
Tax Law, Tax, Tax Preparation, Income Tax, Nonprofits, Estate Planning, International Tax, Tax Advisory, Tax Accounting, Tax Research
Education
William Mitchell College of Law 1987 — 1990
JD, Law (Tax)
Wipfli LLP January 2013 - Present
Norstates Bank May 2010 - August 2011
MILWAUKEE BUCKS October 2008 - May 2010
Skills
Management, Marketing, Microsoft Excel, Accounting, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Access, Customer Service, Outlook, Financial Reporting, Social Media, Leadership, Time Management, Data Analysis, Teamwork, Auditing
Education
Marquette University 2008 — 2012
Bachelor of Science, Accounting, Marketing
Wipfli LLP January 2015 - Present
Elko & Associates June 2011 - December 2014
S.L. Rose & Associates January 2000 - June 2011
Skills
QuickBooks, Accounting, Payroll, Auditing, Bookkeeping, Corporate Tax, Tax Preparation, Tax, GAAP, Income Tax, Financial Reporting, Financial Accounting, Nonprofits, Tax Accounting, CPA, General Ledger
Education
Thomas Edison State College 2012 — 2015
Bachelor of Science in Business Administration, Accounting
Mercer County Community College 1998 — 2004
Associates, Accounting
Wipfli LLP August 2013 - Present
Lewis University August 2008 - Present
Blascoe &Associates June 2006 - August 2011
Lewis University Soccer Camp June 2009 - July 2011
Stonehouse Pub June 2010 - August 2010
Stonehouse Pub June 2010 - August 2010
Evan Fiffles Soccer Academy July 2009 - July 2010
Blascoe &Associates June 2006 - June 2007
Skills
Sports, Training, Microsoft Office, Access, Microsoft Excel
Education
Lewis University 2008 — 2012
business
Lewis University
Bachelor of Science, Finance; Finance
US Foods May 2015 - Present
US Foods January 2013 - April 2015
Wipfli LLP 2011 - 2013
Bank of America May 2011 - December 2011
Coe Capital Management 2010 - May 2011
Dynaprop Development Corporation 2010 - 2010
Skills
Auditing, Accounting, General Ledger, Internal Audit, Finance, Financial Accounting, CPA, Financial Reporting, Internal Controls, GAAP, Microsoft Excel, Financial Analysis, Sarbanes-Oxley Act
Education
Loyola University of Chicago 2006 — 2010
Bachelor, Accounting, Finance
Self Employed Consultant (Management) August 2008 - September 2011
Wipfli LLP June 1984 - May 2008
Skills
Financial Analysis, Strategic Planning, Nonprofits, Financial Accounting, Public Speaking, Healthcare, Financial Reporting, Business Process..., Mergers & Acquisitions, Team Building
Education
Marquette University
BS, ACCOUNTING
Wipfli LLP June 2005 - Present
Rockwell Automation June 2004 - June 2005
Skills
ProSystem fx Tax, Corporate Tax, Accounting, Financial Reporting, Tax Preparation, Tax, Income Tax, General Ledger, Internal Controls, Auditing, Tax Research, Tax Returns, S Corporations, Financial Accounting, Partnership Taxation, Tax Accounting, QuickBooks, Depreciation, SEC filings, Financial Statements, Fixed Assets
Education
University of Wisconsin-Milwaukee 2003 — 2005
Master's degree, Accounting
Marquette University 1996 — 2001
Bachelor's degree, Mathematics
Baker Tilly Virchow Krause, LLP November 2011 - Present
Wipfli LLP December 2008 - October 2011
Acura of Brookfield June 2006 - December 2008
Education
Madison Area Technical College
Associate's Degree, Marketing
Northcentral Technical College January 2009 - Present
Mosinee School District 2007 - Present
Mosinee School District 2009 - 2010
Maple Ridge Farms 2002 - 2004
Wipfli LLP 1998 - 1999
School District No. 34 Abbotsford 1997 - 1998
Phillips Plastics Corporation 1991 - 1997
Marshfield School District 1990 - 1991
St. Joseph's Hospital 1990 - 1991
Falk Interiors 1986 - 1989
Skills
Adult Education, Curriculum Development, Teaching, Higher Education, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Community Education, Word templates, Formatting Documents, Office Equipment..., Administrative Office..., Classroom, Customer Service, ISO, Newsletters, Organization, Office Administration, Tutoring, Typing, Windows
Education
Mid-State Technical College 1989 — 1990
Health Unit Coordinator Diploma
University of Wisconsin-Stevens Point 1984 — 1986
BS, Interior Design
Marian College of Fond du Lac 1982 — 1984
Nursing
University of Wisconsin-Oshkosh 1981 — 1982
Nursing
Green Bay Area Catholic Education (GRACE) System June 2012 - Present
EAA October 2006 - January 2012
Wipfli LLP 2005 - 2006
Cerebral Palsy, Inc. May 1997 - October 2005
Skills
Accounting, General Ledger, Account Reconciliation, Financial Reporting, Financial Statements, Journal Entries, Bank Reconciliation, Financial Analysis, Accruals, Bookkeeping, Accounts Payable, Accounts Receivable, Payroll, Financial Accounting
Education
Lakeland College 2001 — 2005
Bachelor of Arts (B.A.), Accounting
Wipfli LLP Assistant Vice PresidentRiver Cities BankFebruary 2002 - March 2008
Farmers and Merchants Bank April 1993 - February 2002
Education
Mid-State Technical College 2013 — 2015
Associate of Arts and Sciences (AAS), Accounting
EDCi February 2011 - Present
EDCi November 2007 - February 2011
Wipfli LLP 2005 - November 2007
Oracular 2001 - 2005
Sycamore Group 2000 - 2001
Oshkosh Truck Company 1987 - 2000
Skills
Strategic Planning, Business Alignment, Department Management, Coaching & Consulting, Applications & Systems..., Project Management, Technology Advisory, Process Improvement, ERP Implementations, Risk Management &...
Education
Marian College of Fond du Lac
Management, Business Management & Information Technology
University of Wisconsin-Oshkosh