Freed Maxick & Battaglia, CPAs
Industry: Company
DescriptionFounded: 2011 Parent organization: Harbor Business Services, Inc.
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Freed Maxick & Battaglia, CPAs Employees
Flaherty Salmin LLP October 2014 - Present
DeJoy, Knauf & Blood, LLP September 2013 - August 2014
Salmin, Celona, Wehrle & Flaherty, LLP CPAs November 2009 - September 2013
Office of the Controller at Nazareth College September 2008 - October 2009
Freed Maxick & Battaglia, CPAs June 2009 - June 2009
DSW 2007 - 2009
Encompass Advisors Inc. August 2007 - May 2008
Skills
Tax, Tax Preparation, Tax Returns, Affordable Housing, Historic Rehabilitation..., Microsoft Excel, Financial Analysis, Accounting, Auditing, US GAAP, Financial Accounting, Financial Reporting, Financial Statements, Bookkeeping, CPA
Education
Nazareth College of Rochester 2005 — 2011
B.S. Accounting, Accounting
Lakeshore Orthopedic Group, PC January 2014 - Present
Parkside Medical Anesthesia Associates April 2012 - Present
Olean Medical Group, LLP July 2011 - March 2012
Lakeshore Orthopedic Group, PC April 2009 - July 2011
American Association of Orthopaedic Executives (AAOE) 2010 - 2011
Freed Maxick & Battaglia, CPAs January 2007 - April 2009
Skills
Healthcare Management, Physician Practice..., Financial Reporting, Financial Analysis, Financial Management, Health Insurance, Accounting, Accounts Payable, Accounts Receivable, Contract Negotiation, Managerial Finance, Internal Controls, Hospitals, Orthopedic, Employee Benefits, Physicians, Anesthesia Billing, Medical Billing, Physician Relations, Revenue Cycle, Progressive Discipline, Surgery, EMR, Healthcare, Radiology, Practice Management, Pediatrics, Internal Medicine, Healthcare Consulting, Neurology, Credentialing, Medicare, Medical Coding, Healthcare Information..., HIPAA, Cardiology, EHR, Managed Care, Medicaid, Healthcare Industry, CPT, Revenue Cycle Management, Urology, Medical Compliance, ICD-9, Healthcare Reimbursement, Medical Records, Proactive self-starter, Gastroenterology
Education
Capital College, Pennsylvania State University 2003 — 2006
Bachelor, Accounting
Brett Hendee Pa November 2014 - Present
Concannon, Miller & Co. P.C. January 2012 - November 2014
Tech Data Corporation August 2010 - January 2012
Freed Maxick & Battaglia, CPAs January 2010 - August 2010
Daemen College October 2009 - January 2010
WILLCARE May 2008 - November 2009
Freed Maxick & Battaglia, CPAs June 2009 - August 2009
Skills
Audit, Accounts Receivable, Reconciliation, Tax Returns, Corporate Tax, Financial Reporting, Accounting, Income Tax, Financial Accounting, Management, Leadership, Auditing, Budgets, Account Reconciliation, Cash Flow, Fixed Assets, CPA, Payroll
Education
Daemen College 2007 — 2009
B.S. Accounting/ M.S, Professional Accountancy
Erie Community College 2005 — 2007
A.S, Business Administration
Freed Maxick CPAs, P.C. July 2015 - Present
Freed Maxick CPAs, P.C. July 2013 - Present
Freed Maxick CPAs, P.C. July 2012 - July 2013
Freed Maxick & Battaglia, CPAs October 2009 - July 2012
Skills
CPA, Accounting, Auditing, GAAP, Financial Accounting, Financial Reporting, Financial Statements, Account Reconciliation, Internal Controls, Fixed Assets, Sarbanes-Oxley Act, Tax Preparation, Tax Returns, Tax
Education
State University of New York College at Geneseo 2005 — 2009
B.A., Accounting
State University of New York College at Geneseo 2005 — 2009
Bachelor of Science (B.S.), Accounting
Arizona Public Service (APS) March 2015 - Present
Citi September 2013 - March 2015
First Niagara Bank October 2012 - September 2013
First Niagara Bank September 2011 - October 2012
Freed Maxick & Battaglia, CPAs March 2011 - September 2011
HealthNow New York Inc. October 2007 - January 2011
Computer Task Group December 2004 - September 2007
Toski Schaefer & Co. November 2003 - December 2004
Lumsden & McCormick, LLP June 2001 - October 2003
Skills
SOX, Internal Controls, Certified Fraud Examiner, Governance, Risk, IT Audit, Internal Audit, Compliance, Sarbanes-Oxley Act, COBIT, Sarbanes-Oxley, Process Improvement, CISA, Auditing, External Audit, Financial Risk, Accounting, Finance, Management
Education
Niagara University 1997 — 2001
BBA, Accounting
Niagara Falls Country Club September 2014 - Present
Seneca Gaming Corporation March 2012 - August 2014
Freed Maxick & Battaglia, CPAs November 2010 - March 2012
Chiampou Travis Besaw & Kershner January 2007 - November 2010
Reebok October 2000 - December 2006
Skills
Financial Analysis, Accounting, Financial Reporting, GAAP, Auditing, Tax, General Ledger, Tax Preparation, Financial Statements, Internal Controls, Financial Accounting, Corporate Tax, QuickBooks, US GAAP
Education
Niagara University 2003 — 2006
Bachelors, Accounting
Providence College 1997 — 1999
Bachelor's degree, Social Sciences
University of Connecticut at Avery Point 1995 — 1997
Associate's degree
Texas Health Resources August 1998 - Present
Jazzercise Center of Plano 2004 - 2010
Freed Maxick & Battaglia, CPAs 1997 - 1998
Skills
Process Improvement, Program Management, MS Project, Budgets, Visio, Software Documentation, Management, Team Building, Access, Project Management, Leadership, Business Process..., Business Analysis, Project Planning, Change Management, Analysis, Vendor Management, Microsoft Project
Education
Eastern Michigan University 1987 — 1991
Bachelor of Science (BS) and Bachelor of Business Administration, Accounting and Management Strategies & Control
Tops Markets September 2014 - Present
Delaware North Companies January 2010 - August 2012
Freed Maxick & Battaglia, CPAs June 2007 - March 2009
The Bonadio Group January 2007 - May 2007
Fust Charles Chambers, LLP October 2005 - December 2006
Skills
Auditing, GAAP, Internal Audit, Accounting, Financial Reporting, General Ledger, Healthcare, Financial Statements, Risk Assessment, Process Improvement, Financial Audits, US GAAP, Financial Analysis, Financial Accounting, PeopleSoft, Customer Service, CPA, Data Analysis, Internal Controls
Education
State University of New York College at Oswego 2003 — 2005
BS, Accounting, Minor in Economics
Dopkins & Co. September 1999 - Present
Freed Maxick & Battaglia, CPAs September 1995 - August 1999
Education
Clarkson University 1987 — 1992
MBA, Accounting
The Bonadio Group November 2010 - Present
Freed Maxick & Battaglia, CPAs August 1995 - November 2010
Skills
GAAP, CPA, Auditing, Strategic Planning, Internal Controls, Budgets, Financial Reporting, Tax, US GAAP, Sarbanes-Oxley Act, Accounting
Education
Saint Bonaventure University 1991 — 1995
BA, Accounting
Leadership Buffalo!!!
The Bonadio Group October 2010 - Present
Freed Maxick & Battaglia, CPAs December 2008 - September 2010
Thaney & Associates, CPAs, P.C. 1998 - 2008
Skills
Due Diligence, Mergers, Business Valuation, Accounting
Education
Niagara University 1992 — 1996
BA, Accounting
LPCiminelli, Inc June 2011 - Present
Freed Maxick & Battaglia, CPAs December 2009 - June 2011
Rural/Metro Corporation June 2009 - December 2009
United Way of Buffalo & Erie County August 2008 - June 2009
United Way of Buffalo & Erie County May 2007 - August 2008
SUNY Geneseo January 2005 - May 2007
Kent State University August 2005 - May 2006
Skills
Onboarding, Personnel Management, Employee Relations, HRIS, Human Resources, Strategy, Recruiting, Benefits Administration, Leadership, Organizational..., Employee Benefits, Talent Acquisition, College Recruiting, Deferred Compensation, FMLA, New Hire Orientations
Education
State University of New York College at Geneseo 2001 — 2005
BA, Communication
Classic Line Properties, LLC July 2014 - Present
Taste of Buffalo Logistics Committee 2003 - Present
Mathews & Associates Construction Services 2003 - July 2014
Buffalo Music Hall of Fame January 2014 - May 2014
Buffalo-Niagara Hall of Fame 2010 - May 2014
Buffalo Music Hall of Fame January 2007 - January 2014
Paragon Northeast Corporation 2001 - 2003
Freed Maxick & Battaglia, CPAs 1999 - 2001
Biosafe, Inc a licensed applicator of Anabec Microbial Remediation Systems 1997 - 1999
Classic Line Builders, Inc 1983 - 1996
Skills
Construction, Property Management, Non-profits, Committees, Community Service, Event Management, Small Business, Contract Negotiation, Board Leadership, Construction Management, New Business Development, Social Media, Leadership, Strategic Planning, Team Building, Nonprofits, Project Management, Commercial Real Estate, Start-ups, Renovation, Negotiation, Business Development, Media Relations, Project Planning, Fundraising, Real Estate Development, Process Scheduler, Grants, Marketing, Budgets, Advertising, Online Marketing, Program Management, Training, Event Planning, Music, Organizational..., Sustainability, Community Development, Operations Management, Public Relations, Business Strategy, Business Planning, Community Outreach, Entrepreneurship, Non-profit..., Marketing Strategy, Proposal Writing, Supervisory Skills, Management
Education
Canisius College 1973 — 1977
BS, Business Management
Syracuse University 1969 — 1973
Civil Engineering
Lackawanna High School
Lackawanna High School
Gray Certified Public Accounting, P.C. January 2012 - Present
Skywolf Wind Turbine Corp. 2010 - 2015
Skywolf Wind Turbine Corp. 2010 - 2015
Veterans Outreach Center, Inc 2010 - 2013
RSM McGladrey 2009 - January 2012
Freed Maxick & Battaglia, CPAs 2009 - January 2012
Gray Certified Public Accounting, P.C. 1991 - 2009
Skills
Tax Planning, Financial Management, Real Estate Investment, Managerial Finance, Tax, Business Planning, Financial Planners, Financial Analysis, Estate Planning, Investment Properties, Management, CPA, Accounting, Strategic Financial..., Income Tax, Corporate Tax, Tax Accounting, Tax Preparation
Education
SUNY Albany
M.S., Accounting
SmartEdge (Formerly known as BCS) May 2015 - Present
Allied Mechanical, Inc January 2012 - April 2015
MS Consultants LLC July 2004 - January 2012
Freed Maxick & Battaglia, CPAs March 2006 - January 2007
DWC Mechanical 2002 - 2004
Northeast Mechanical 2000 - 2003
Skills
Project Estimation, Microsoft Excel, Construction, LEED, Green Building, Cost Segregation, Building Energy Analysis, Purchasing, Contract Negotiation, Project Bidding, Blueprint Reading, Budgets, Strategic Planning, Estimates, Project Coordination, Proposal Writing, Submittals, Change Orders, HVAC, Value Engineering, Contractors, Subcontracting, Renovation, Pre-construction, Project Planning, Negotiation, AutoCAD
Education
Erie Community College 2000 — 2002
Architecture
University at Buffalo 1998 — 2000
Freed Maxick & Battaglia, CPAs October 2010 - Present
University of Notre Dame Student Business Board April 2010 - April 2011
University of Notre Dame Financial Management Board April 2010 - April 2011
Family Tree Restaurant2006 April 2006 - August 2009
Self-employed lawn service January 2001 - August 2009
Education
University of Notre Dame 2008 — 2012
B.B.A; Accountancy, Accountancy; Finance; IT Management, Spanish, Statistics, Management, Business Law, Microeconomics
Chiampou Travis Besaw & Kershner October 2008 - Present
Mark IV Industries February 2007 - October 2008
Freed Maxick & Battaglia, CPAs February 2002 - January 2007
Skills
Tax, Strategic Planning, Income Tax, Tax Preparation, Small Business, Partnership Taxation, Big 4, Microsoft Excel, Fixed Assets, Accounting, IFRS, Finance, Cash Flow, Forensic Accounting, Consolidation, Assurance
Education
Cornell University 1978 — 1982
BS, Accounting, HDFS
Buffalo Medical Group, PC July 2012 - Present
Olean Medical Group, LLP August 2010 - July 2012
Olean Medical Group, LLP January 2002 - August 2010
Freed Maxick & Battaglia, CPAs 1996 - 2002
Skills
GAAP, Internal Controls, QuickBooks, Financial Accounting, Managerial Finance, Cash Flow, Corporate Tax, Tax Preparation, Income Tax, Mergers, Internal Audit, Employee Benefits, Mergers
Education
University of Buffalo 2008 — 2010
EMBA, Masters in Business Administration
Syracuse University 1987 — 1991
Bachelor's of Science, Accounting
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS, Accounting
Songin CPAs PLLC December 2009 - Present
Freed Maxick & Battaglia, CPAs December 2003 - December 2009
Cornell University Cooperative Extension Genesee County 2008 - 2008
Skills
Accounting, Financial Reporting, Preparation, Tax Compliance, Tax, Budgeting, Microsoft Office, Income Tax, Business Valuation, Small Business, Tax Preparation, Quickbooks, Corporate Tax, Healthcare, Compliance, Analysis, Financial Analysis, Excel, Bookkeeping, Tax Returns, Financial Accounting, GAAP, Compilation, Small Business..., Tax Accounting, Finance, Microsoft Excel, QuickBooks
Education
Leadership Genesee 2008 — 2008
State University of New York College at Buffalo 2000 — 2003
B.S., Accounting
MJ Peterson July 2011 - Present
MJ Peterson October 2008 - July 2011
Freed Maxick & Battaglia, CPAs October 2004 - October 2008
Visiting Nursing Association of WNY 2002 - 2004
Skills
Financial Reporting, Internal Controls, Accounting, GAAP, CPA, Leases, Financial Statements, Cost Accounting, Fixed Assets
Education
SUNY at Buffalo 1997 — 2001
BS, Accounting
Deloitte Tax LLP September 1997 - Present
Goldstein Lewin & Co. 1995 - 1997
Grant Thornton LLP December 1987 - September 1995
Freed Maxick & Battaglia, CPAs January 1983 - December 1987
Ernst & Whinney 1981 - 1983
Skills
FIN 48, Tax, Tax Research, Tax Accounting, Corporate Tax, Tax Preparation, Tax Law, Income Tax, GAAP, Partnership Taxation, Due Diligence, Financial Reporting, SEC filings, Tax Advisory, US GAAP, Mergers & Acquisitions, Accounting, Big 4, CPA, Sarbanes-Oxley Act
Education
St. Bonaventure University
BBA, Accounting
United Airlines November 2013 - Present
PwC July 2013 - November 2013
PwC January 2011 - June 2013
Freed Maxick & Battaglia, CPAs June 2010 - July 2010
Merrill Lynch March 2009 - June 2009
Skills
Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Financial Modeling, Auditing, GAAP, Internal Controls, Financial Accounting, SEC filings, Microsoft Excel, CPA, Financial Statement..., Business Valuation, Financial Statements
Education
Canisius College 2010 — 2011
Business
DePaul University 2006 — 2010
B.S, Accountancy
Bishop Timon St. Jude High School
InterContinental Hotels Group 2008 - Present
InterContinental Hotels Group July 2007 - September 2008
InterContinental Hotels Group March 2002 - November 2003
InterContinental Hotels Group May 2000 - March 2002
Freed Maxick & Battaglia, CPAs September 1992 - November 1994
Skills
Revenue Analysis, Hotels, Hospitality Industry, Hotel Management, Hospitality, Hospitality Management, Tourism, Pre-opening, Strategic Planning, Business Strategy, Analytics, Strategy, Business Planning, Financial Reporting, Forecasting
Education
State University of New York College at Buffalo 1988 — 1992
B.S., Summa Cum Laude, Business Administration/Accounting
Canusa Paper & Packaging November 2011 - Present
Stevenson University January 2015 - Present
ITT Technical Institute June 2014 - Present
Nucletron an Elekta Company May 2011 - November 2011
Manheim November 2009 - May 2011
Learn It Systems October 2008 - November 2009
Berman Goldman & Ribakow LLP July 2007 - October 2008
Freed Maxick & Battaglia, CPAs October 2006 - July 2007
Skills
Fixed Assets, Accounting, Auditing, Tax, Accounts Payable, Accounts Receivable, Financial Reporting, Cash Flow Forecasting, QuickBooks, Financial Analysis, Financial Audits, Hyperion Enterprise, Managerial Finance, Financial Modeling, Concur, Tax Preparation, Expenses, Finance, Payroll, Corporate Finance, Financial Accounting, Capital Budgeting, JD Edwards, Budgets, Journal Entries, Financial Management, Financial Control, Financials, International Accounting, Small Business..., Revenue Forecasting, Budgeting, Budget Preparation, Budget Tracking, Oracle Reports, Executive Reporting, Reporting & Analysis, Hyperion, Oracle, Microsoft Dynamics, Lacerte, Compliance Audits, Expense Control, Expense Reduction, Expense Budgeting, International Business, Acquisition Integration, MAS500
Education
Penn State University 2012 — 2014
Master of Science (MS), Finance
Loyola University Maryland 2009 — 2011
MBA, Management, Magna Cum Laude
Niagara University 2003 — 2007
B.B.A., Accounting & Finance, Summa Cum Laude
Adirondack Central School 1999 — 2003
Regents Diploma, General, Top 10%
University at Buffalo Neurosurgery June 2015 - Present
Canisius College Center for Professional Development March 2013 - Present
Buffalo Neurosurgery Group November 2013 - May 2015
Roswell Park Cancer Institute September 2011 - October 2013
Freed Maxick & Battaglia, CPAs September 2007 - September 2011
Apollo Healthcare, LLC July 2006 - September 2007
Apollo Healthcare, LLC July 2005 - June 2006
Apollo Healthcare, LLC January 2004 - July 2005
Skills
Auditing, Financial Analysis, Accounting, Healthcare Management, Healthcare, Physician Relations, Practice Management, Contract Negotiation, Contract Management
Education
Niagara University 2004 — 2006
Masters in Business Administration, Accounting and Finance
State University of New York College at Cortland 1997 — 2001
Bachelor of Science, Health Science
McGladrey November 2011 - Present
Freed Maxick & Battaglia, CPAs July 2008 - October 2011
Freed Maxick & Battaglia, CPAs July 2009 - June 2010
Freed Maxick & Battaglia, CPAs July 2008 - June 2009
Kroner Gamble & Company CPA December 2004 - June 2007
Stereo Advantage 2002 - 2003
Skills
Partnerships, Tax, International Tax, Corporate Tax, Income Tax, Tax Accounting, Tax Returns, US Tax, Tax Research, FIN 48, Partnership Taxation, Tax Preparation
Education
Florida Atlantic University 1999 — 2001
BS, Accounting
Salomeja Neris Secondary School 1985 — 1996
ITT Enidine, Inc. March 2014 - Present
JBI Inc. August 2013 - February 2014
JBI Inc. October 2011 - August 2013
Freed Maxick & Battaglia, CPAs September 2008 - October 2011
Viele Solimano Swagler & Chapman CPA PC January 2007 - April 2008
Skills
Tax, Accounting, Financial Reporting, SOX, Internal Controls, Financial Audits, SEC filings, Auditing, Financial Accounting, GAAP, QuickBooks, Tax Preparation, Fixed Asset Management, Financial Variance..., Sarbanes-Oxley Act, Assurance, CPA, Sarbanes-Oxley, Microsoft Office, Finance, Financial Analysis, SEC Filings
Education
Saint John Fisher College 2004 — 2008
Bachelor of Science, Accounting
St. Joseph's Collegiate Institute 2000 — 2004
Pavilion & Wyoming Central School Districts April 2012 - Present
Pavilion CSD July 2009 - April 2012
Mount Morris CSD December 2002 - June 2009
Wyoming CSD December 2002 - June 2009
Freed Maxick & Battaglia, CPAs December 1989 - July 2002
Genesee Community College 1988 - 1991
The King's College (New York, NY) 1983 - 1987
Education
The King's College 1980 — 1985
Bachelor, Business Administration & Economics / Accounting
State University of New York College at Buffalo
Financial Planning & Control
KPMG June 2013 - Present
Seneca Gaming Corporation November 2011 - June 2013
Freed Maxick & Battaglia, CPAs May 2007 - November 2011
Freed Maxick ABL Services November 1994 - May 2007
DiVal Safety April 1994 - November 1994
Goldome Bank 1987 - 1988
Skills
Tax Preparation, Financial Reporting, SEC filings, Mergers, Cash Flow, Due Diligence, Business Process..., Business Development, Internal Audit, Management Consulting, General Ledger, Management, Access, Strategic Financial..., Auditing, Start-ups, Managerial Finance, Account Reconciliation, Tax Accounting, Tax, Sarbanes-Oxley Act, Leadership, Credit, Internal Controls, Financial Modeling, Accounting, Financial Analysis, Financial Risk, Strategy, Outsourcing, Team Leadership, Financial Accounting, Forecasting, Banking, Certified Fraud Examiner, CPA, Accounts Receivable, Mergers & Acquisitions, US GAAP, Telecommunications, Income Tax, Analysis, Loans, Manufacturing, Corporate Finance, Cost Accounting, Corporate Tax, Portfolio Management, Strategic Planning, Budgets
Education
SUNY - Buffalo 1994 — 1996
MBA, Concentration in Manufacturing Operations Management
Rider University 1983 — 1985
BSC, Accounting
Bureau Veritas Consumer Products Services, Inc. September 2005 - Present
The Alcott Group May 2000 - June 2005
Tops Markets, Inc October 1997 - June 2000
Tops Markets November 1996 - October 1997
Freed Maxick & Battaglia, CPAs June 1994 - October 1996
Education
State University of New York College at Buffalo
BS, Business Administration
Knight Transportation June 2014 - Present
Tull, Forsberg & Olson, PLLC December 2013 - June 2014
Charles R Rives, CPA PC June 2013 - December 2013
Freed Maxick & Battaglia, CPAs January 2011 - March 2013
Matson & Isom December 2009 - May 2011
Ernst & Young LLP July 2006 - October 2009
W. P. Carey School of Business, Arizona State University 2005 - 2006
Skills
Financial Reporting, Accounting, Tax, QuickBooks, Corporate Tax, Income Tax, Tax Returns, International Tax, Tax Preparation, GAAP, Financial Accounting, Partnership Taxation, Tax Accounting, CPA, Cash Flow Forecasting, US GAAP, Tax Research, Fixed Assets, Financial Analysis, Cash Flow
Education
Arizona State University 2005 — 2006
Masters of Taxation, Tax
Arizona State University - W. P. Carey School of Business 2005 — 2006
Masters of Taxation, Tax
Mountain View Highschool 1992 — 1996
High School Diploma, N/A
Wiss & Company, LLP September 2004 - Present
Freed Maxick & Battaglia, CPAs November 2007 - April 2011
Skills
Audit, Assurance, Business Advisory, Accounting Research, Employee Benefit Plan..., Healthcare Consulting, Financial Reporting, Tax, Auditing, 401k, Internal Controls, IFRS, GAAP, ERISA, Start-ups, Early Stage Companies, Private Equity Firms, Technology Companies, Venture Capital, Healthcare Industry
Education
Ramapo College of New Jersey
BS, Accounting
Freed Maxick CPAs, P.C. January 2007 - Present
Freed Maxick CPAs, P.C. January 2007 - Present
Freed Maxick & Battaglia, CPAs January 2007 - June 2009
Local Big 4 Accounting Firm August 2004 - December 2006
Skills
Tax, Accounting, Auditing
Education
Rochester Institute of Technology 2000 — 2004
WS
ProNexus, LLC May 2015 - Present
ProNexus, LLC October 2012 - Present
Kodak Alaris 2013 - 2015
League of Women Voters of NYS May 2011 - May 2013
Protiviti June 2012 - October 2012
ACM Global Central Laboratory October 2011 - January 2012
Freed Maxick & Battaglia, CPAs July 2007 - May 2011
PriceWaterhouseCoopers November 2004 - July 2007
Rochester Hearing and Speech Center June 2000 - November 2004
Eldredge Fox & Porretti February 1998 - May 2000
Skills
Financial Reporting, Internal Controls, Accounting, Tax, Auditing, SEC filings, US GAAP, Sarbanes-Oxley, Financial Analysis, Financial Accounting, Forecasting, Non-profits, Manufacturing, Healthcare, Telecommunications, Biotechnology, Consumer Goods, GAAP, IFRS, SEC Filings, Sarbanes-Oxley Act, Internal Audit, Budgets, Mergers & Acquisitions
Education
Rochester Institute of Technology 1983 — 1986
Bachelor of Science (BS)
The Bonadio Group January 2002 - Present
Freed Maxick & Battaglia, CPAs September 1993 - December 2001
Skills
Auditing, Tax, CPA, Financial Accounting, GAAP, QuickBooks, Financial Reporting, External Audit, Internal Controls, Tax Preparation, Income Tax, Accounting, SEC filings, Tax Accounting, US GAAP, Employee Benefits, Corporate Tax, Sarbanes-Oxley Act, Tax Returns, Forensic Accounting
Education
State University of New York College at Geneseo 1985 — 1989
BS, Accounting
KPMG US Chief Compliance Officer/General ManagerStevens Wealth ManagementMay 2007 - June 2009
Hewitt Associates September 2004 - November 2006
PricewaterhouseCoopers December 1998 - August 2003
Price Waterhouse Coopers January 1998 - May 1998
Freed Maxick & Battaglia, CPAs August 1988 - May 1996
Wiggle, Semanchin and Wetter, Co January 1987 - December 1987
Price Waterhouse Coopers July 1980 - June 1986
Education
University at Buffalo
Tax Cerificate, Accounting
Miami University 1976 — 1980
Bachelor of Science (B.S.), Accounting
Wlliamsville South H.S. 1971 — 1976
Internal Revenue Service October 2005 - Present
DeJoy, Knauf & Blood, LLP August 2004 - October 2005
Freed Maxick & Battaglia, CPAs October 2003 - July 2004
Watkins Meegan LLC June 1999 - September 2003
Skills
Tax, Accounting, Tax Preparation, Tax Returns, Income Tax, Corporate Tax, Auditing, General Ledger, CPA, Financial Reporting, Financial Statements, GAAP, QuickBooks, US GAAP, Financial Analysis
Education
State University of New York College at Fredonia 1994 — 1999
Bachelor's degree, Accounting and Economics
Discover Financial Services December 2007 - Present
The Student Loan Corporation December 2007 - December 2010
Freed Maxick & Battaglia, CPAs 2005 - 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Sarbanes-Oxley Act, Forecasting, US GAAP, Microsoft Excel, Process Improvement, Microsoft Office, Business Analysis, Microsoft Word, PowerPoint, Financial Accounting, General Ledger, Auditing, Variance Analysis, Financial Statements, Managerial Finance, Essbase, Management, Finance, Access, Customer Service, GAAP, Analysis
Education
Rochester Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.), Accounting
State University of New York College at Brockport 1999 — 2004
Bachelors in Accounting, Accounting
Farm Credit East, ACA April 2010 - Present
Dairy Marketing Services June 2009 - April 2010
Cornell University August 2008 - June 2009
Freed Maxick & Battaglia, CPAs May 2008 - August 2008
Cornell University June 2006 - May 2008
Dairy Farmers of America June 2007 - August 2007
Skills
Excel, PowerPoint, Financial Analysis, Microsoft Office, Word
Education
Cornell University 2005 — 2009
Bachelor of Science (B.S.), Applied Economics and Management
American Red Cross June 2014 - Present
American Red Cross January 2012 - June 2014
American Red Cross March 2011 - January 2012
American Red Cross Greater Buffalo Chapter February 2009 - March 2011
American Red Cross August 2001 - February 2009
American Red Cross November 1999 - August 2001
Freed Maxick & Battaglia, CPAs 1998 - 1999
Skills
Account Reconciliation, Accounting, Analysis, Budgets, Finance, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, General Ledger, Grants, Management, Microsoft Office, Non-profits, Nonprofits
Education
St. Bonaventure University
BBA, Accounting
New Era Cap January 2007 - Present
Chiampou Travis Besaw & Kershner 2004 - 2007
Columbus McKinnon 1999 - 2004
Moog 1994 - 1998
Freed Maxick & Battaglia, CPAs 1989 - 1994
Peat Marwick 1983 - 1987
Skills
Tax, Accounting, Corporate Tax, Financial Reporting
Education
Pennsylvania State University-Erie Campus 1979 — 1983
BS (with Distinction)
Erie County Medical Center July 2015 - Present
Freed Maxick CPAs, P.C. July 2014 - July 2015
Freed Maxick CPAs, P.C. July 2013 - June 2014
Freed Maxick CPAs, P.C. October 2010 - June 2013
Freed Maxick & Battaglia, CPAs June 2009 - August 2009
Freed Maxick & Battaglia, CPAs June 2008 - August 2008
Skills
Accounting, Tax Returns, Financial Reporting, Financial Accounting, Auditing, Financial Statements, Financial Analysis, CPA
Education
Niagara University 2009 — 2010
MBA, Accounting
Niagara University 2005 — 2009
BBA, Accounting
Webster Schroeder High School 2002 — 2005
Regents Diploma
Lactalis American Group April 2014 - Present
Lactalis American Group September 2010 - April 2014
Freed Maxick & Battaglia, CPAs September 2006 - September 2010
Skills
Accounting, Tax, Financial Reporting, CPA, Corporate Tax, Financial Statements, Income Tax, GAAP, US GAAP, Tax Returns, Tax Preparation, Tax Accounting, Accounts Payable
Education
State University of New York at Buffalo - School of Management 2002 — 2006
Accounting
Bluewater (consultbluewater.com) 2006 - Present
Bluewater LLC 2006 - Present
Blue Water Consulting, LLC July 2006 - July 2010
CapitalSource March 2004 - July 2006
Freed Maxick & Battaglia, CPAs October 2000 - March 2004
Warehouse Groceriess 1975 - 1977
Skills
Auditing, Portfolio Management, Asset Based Lending, Due Diligence, Banking, Financial Analysis, Credit, Commercial Lending, Loans, Underwriting, Investments, Leadership, Cash Flow, Mergers & Acquisitions, Finance, QuickBooks, Credit Analysis
Education
Medaille College 1997 — 2000
MBA, Strategic Business Planning
Canisius College 1969 — 1973
BS, Business
Pincrest Highschool 2012 - 2013
Richmond Senior High School 2011 - 2012
Freed Maxick & Battaglia, CPAs September 2008 - December 2009
First Wave Technologies, Inc. 2007 - 2008
DJB Management, Inc. 2005 - 2008
The Limited 2005 - 2006
Imperium Strategies, Inc 2004 - 2005
Ultimate Restaurants, Inc. 2002 - 2004
Homesite Insurance 2001 - 2002
Washington Chiropriactic 2000 - 2001
Skills
QuickBooks, Microsoft Office, Accounts Payable, Accounts Receivable, Tax Preparation, Hiring Personnel, Financial Reporting, Financial Statements, Financial Accounting, Managerial Finance, Account Reconciliation, Tax Accounting, Tax Returns, Income Tax, Corporate Tax, Accruals, Accounting, Management, Healthcare Management, Health Insurance, Education, New Hire Training, Training, Presentation Development, Secondary Education, Bank Reconciliation, Budget Reconciliation, Budget Monitoring, Operating Budgets, Income Statement, Financial Statement..., Data Analysis, Data Management, Data Entry, Employee Training, Common Core State..., Best Practices, Year-end Close, Month End Close, G/L Reconciliations, Full-Charge Bookkeeping, Bookkeeping, Accounting Applications, Cost Accounting, Profit, Sales Tax, Fixed Assets, Payroll, Retail Sales, Visual Merchandising
Education
D'Youville College 2010 — 2011
Master's Degree, Secondary Education for Mathematics, 4.0 /4.0
State University of New York at Buffalo - School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Accounting, 3.6 /4.0
University at Buffalo 2004 — 2006
Bachelor's Degree, Mathematics, Minor Accounting, 3.6 /4.0
Freed Maxick & Battaglia, CPAs March 2000 - December 2012
Skills
Corporate Tax, Tax, Income Tax, Tax Accounting, CPA, Tax Preparation, Tax Returns, Accounting
Education
SUNY Geneseo 1996 — 1998
Bachelor's degree, Accounting
Genesee Community College 1995 — 1996
Associate's degree, Business Administration
New Era Cap May 2012 - Present
Freed Maxick & Battaglia, CPAs March 2007 - May 2009
Skills
Microsoft Office, Administrative..., Customer Service, Microsoft Excel, Microsoft Word, Time Management, Event Planning, PowerPoint, Administration, Administrative..., QuickBooks, Travel Arrangements, Accounting
Education
Erie Community College 1984 — 1988
Associates, Secretarial Science
HealthNow New York Inc. March 2013 - Present
Various Companies May 2010 - March 2013
Banner Furniture November 2009 - April 2010
HSBC April 2006 - July 2009
Mattel July 2002 - February 2006
Fisher-Price December 1990 - July 2002
Freed Maxick & Battaglia, CPAs August 1982 - May 1990
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Process Improvement, Auditing, Forecasting, Strategic Financial..., General Ledger, Analysis, Project Management, Financial Statements, Sarbanes-Oxley, Financial Risk, Financial Accounting, Financial Modeling, Training, Fixed Assets, Variance Analysis, Financial Forecasting, Managerial Finance
Education
Niagara University 1978 — 1982
B.B.A., Accounting
Freed Maxick & Battaglia, CPAs VP of Operations at PMG, INC.PMG, IncOctober 2002 - Present
Skills
Budgets, Internal Controls, Due Diligence, Microsoft Word, Consulting, Construction, MS Project, Access, Small Business, Mergers & Acquisitions, PowerPoint, Risk Management, Management, Accounting
Education
SUNY at Buffalo 1998 — 1999
Industrial and Product Design
Purdue University Calumet 1976 — 1979
Engineering
Freed Maxick & Battaglia, CPAs 2006 - Present
Canteen 1972 - 2004
Education
Northern Illinois University
Freed Maxick CPAs, P.C. July 2013 - Present
Freed Maxick & Battaglia, CPAs September 1994 - Present
Skills
International Tax..., Wealth Management, Personal Tax Planning
Education
State University of New York at Buffalo - School of Management 1987 — 1991
BS, ACCOUNTING
West Seneca
Robbins & Myers October 2012 - July 2013
GateHouse Media November 2010 - June 2012
Birds Eye Foods March 2008 - July 2010
The Gleason Works March 2007 - March 2008
Pulsafeeder 1998 - 2007
Jay Advertising January 1997 - March 1998
Sherwood Division of Harsco January 1993 - December 1996
Freed Maxick & Battaglia, CPAs July 1988 - December 1992
Skills
GAAP, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, General Ledger, Financial Analysis, US GAAP, Sarbanes-Oxley, Variance Analysis, SEC filings, Budgets, Corporate Finance, Consolidation, Auditing, Financial Accounting, CPA, Revenue Recognition
Education
State University of New York at Buffalo - School of Management 1984 — 1988
BS, Accounting
Buffalo Filter, LLC September 2012 - Present
Freed Maxick & Battaglia, CPAs March 2006 - May 2012
AXA Equitable October 2005 - February 2006
Kenrick Corporation November 2003 - October 2005
Skills
Accounting, Financial Reporting, Tax, Financial Accounting, Internal Controls, Auditing, Financial Analysis, GAAP, Bookkeeping, QuickBooks, Fixed Assets, Microsoft Excel, Tax Returns, Corporate Tax
Education
Roberts Wesleyan College 1999 — 2003
Bachelor of Science, Accounting, Finance, Undergraduate
Brock, Schechter & Polakoff, LLP October 2012 - Present
Freed Maxick & Battaglia, CPAs August 2010 - October 2012
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, QuickBooks, GAAP, Account Reconciliation, Accounts Receivable
Education
State University of New York at Buffalo - School of Management 2002 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Freed Maxick CPAs, P.C. July 2013 - Present
Freed Maxick CPAs, PC June 2007 - June 2013
Barnes and Noble Campus Store January 2007 - September 2010
Freed Maxick & Battaglia, CPAs 2008 - 2009
Skills
CPA, Accounting, GAAP, Auditing, Financial Reporting, Financial Accounting, Fixed Assets, Financial Statements, General Ledger
Education
Niagara University 2006 — 2010
MBA, BBA, Accounting
Niagara University 2006 — 2010
Accounting
Freed Maxick CPAs, P.C. October 2012 - Present
Freed Maxick & Battaglia, CPAs June 2011 - July 2011
Empire Justice Center: Creating Assets, Savings, and Hope January 2011 - April 2011
Macquarie Gordon June 2010 - August 2010
Skills
Tax Preparation, Accounting, Trusts, Estate Tax Planning, ProSystem fx Tax, Caseware, Gift Tax
Education
University at Buffalo 2011 — 2012
Master of Science (MS), Accounting
State University of New York College at Brockport 2007 — 2011
Bachelor of Science (BS), Accounting
PRP Financial Solutions, LLC December 2011 - Present
Lougen Valenti Bookbinder & Weintraub LLP February 2011 - June 2011
Dopkins & Company, LLP January 2009 - November 2010
MS CONSULTANTS (Division of The Bonadio Group) 2003 - 2008
Hunt Real Estate ERA 2001 - 2003
The Kane Firm CPA, PC 2001 - 2001
Freed Maxick & Battaglia, CPAs 1988 - 2000
Deloitte & Touche 1985 - 1987
Education
Canisius College
BS, Accounting
Actuarial Consulting Services, Inc. March 2011 - Present
Actuarial Consulting Service, Inc. September 2004 - March 2011
Freed Maxick & Battaglia, CPAs February 2001 - September 2004
Skills
Pension Administration, Employee Benefits, Benefits Administration, Tax, Tax Preparation, Retirement, Accounting, Tax Returns, Bookkeeping
Education
Saint Bonaventure University 1996 — 2000
MBA, Accounting and Finance
Erie Community College
AAS, Business
New York State Unified Court System April 2007 - Present
Freed Maxick & Battaglia, CPAs September 2006 - April 2007
NOCO Energy Corp. June 2005 - September 2006
Skills
Finance, Fraud, Auditing, Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, GAAP, Financial Analysis, Financial Accounting, Internal Audit, Sarbanes-Oxley, Information Technology, Information Security, IT Audit
Education
Canisius College 2002 — 2006
Bachelor of Science, Accounting
St. Mary's High School, Lancaster NY 1998 — 2002
College Prep
West Herr Automotive Group March 2008 - Present
WEST HERR AUTOMOTIVE GROUP March 2005 - February 2008
WEST HERR AUTOMOTIVE GROUP March 2002 - February 2005
ARS, INC., A SUBSIDIARY OF VISTEON CLIMATE CONTROL SYSTEMS, LTD September 1990 - October 2001
Freed Maxick & Battaglia, CPAs September 1988 - March 1990
Bishop & Pagano CPA's September 1986 - August 1988
Education
Syracuse University
BS, Accounting