Grassi & Co.
Industry: Accounting company
DescriptionGrassi & Co. is an American company which specializes in accounting and auditing. They provide these services to banks and sureties, law firms, a variety of industries, municipalities and other accounting firms. Headquarters: Jericho, NY Founded: 1980 Number of employees: 200 Type of business: Private Subsidiaries: Kahn Hoffman & Hochman LLC,
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Grassi & Co. Employees
Net@Work October 2012 - Present
Grassi & Co. February 2001 - May 2012
Dataworld Solutions / Vertex Electronics February 1992 - January 2001
Skills
Software Implementation, ERP, Business Intelligence, Mas 90, Business Analysis, Consulting, Integration, Crystal Reports, Enterprise Software
Education
Dowling College 1987 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Plainedge High School
M Booth May 2008 - Present
Anchin, Block & Anchin LLP October 2006 - May 2008
Grassi & Co. August 2005 - October 2006
Skills
GAAP, Financial Reporting
Education
SUNY Binghamton 2000 — 2004
Bachelor of Science (BS), Accounting
Grassi & Co. September 2012 - Present
McGladrey September 2006 - August 2012
Cotter & Kavanaugh LLP December 2004 - September 2006
KPMG September 2003 - December 2004
Leipziger and Breskin LLP January 2001 - September 2003
Heron Management November 1991 - December 2000
Skills
Tax, Accounting, Auditing, Partnership Taxation, CPA, Financial Reporting, GAAP, Internal Controls, Financial Accounting, Assurance, Tax Research, Corporate Tax, Tax Accounting, Income Tax, Account Reconciliation, Tax Preparation, Tax Returns, Internal Audit, Due Diligence, Financial Statements, Financial Analysis, US GAAP, Construction Accounting, ProSystem fx Tax, Finance, IFRS, Forensic Accounting, External Audit, Sarbanes-Oxley Act, General Ledger
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Master of Science
Baruch College, City University of New York (CUNY) 2002 — 2005
Master
C.A.C. Industries, Inc. February 2012 - Present
Cornick, Garber & Sandler, LLP September 2010 - February 2012
Grassi & Co. January 2008 - September 2010
Skills
Financial Accounting, Financial Reporting, GAAP, Internal Controls, US GAAP, Financial Statements, General Ledger, Auditing, SEC filings, Tax, CPA, Account Reconciliation, Fixed Assets, Corporate Tax, Tax Preparation
Education
LIU Post 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Accounting
Berdon LLP September 2015 - Present
Berdon LLP June 2014 - August 2015
CohnReznick LLP December 2012 - June 2014
Grassi & Co. June 2012 - November 2012
Grassi & Co. January 2010 - June 2012
Skills
ProSystem fx Tax, Tax Preparation, Accounting, Auditing, CPA, Corporate Tax, Financial Reporting, Partnership Taxation, BNA Tax Planning, Individual Taxation, Tax, Tax Returns, Tax Research, Income Tax, GAAP, US GAAP, International Tax, Tax Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
M.S. in Taxation
State University of New York College at Old Westbury 2009 — 2010
Accounting
Farmingdale State University of New York 2008 — 2010
Bachelor of Science, Business Administration
Stony Brook Medicine June 2015 - Present
Grassi & Co. August 2008 - Present
Skills
Financial Accounting, Accruals, Auditing, Accounting, Assurance, CPA, GAAP, Corporate Tax, US GAAP
Education
Molloy College 2006 — 2008
B.S., Accounting
Nassau Community College 2004 — 2006
Gettysburg College 2002 — 2004
WithumSmith+Brown November 2014 - Present
Robert Schachter, CPA May 2014 - November 2014
Grassi & Co. October 2012 - May 2014
Marcum LLP January 2009 - October 2012
Eichler Bergsman (merged into Raich Ende Malter) January 2001 - December 2009
Skills
Tax, Accounting, Auditing, Financial Services, Forensic Accounting, Investments, Mergers & Acquisitions, Valuation, Tax Advisory, SEC filings, High Net Worth..., CPA, Partnership Taxation, Tax Research, Financial Statements, SEC Filings
Education
LIU Post 1980 — 1985
BS, Accounting
Hillcrest High School 1977 — 1980
GED, Accounting
Trinity Industries, Inc. August 2015 - Present
EY December 2014 - August 2015
CohnReznick LLP January 2013 - November 2014
Grassi & Co. December 2011 - December 2012
North Shore-LIJ Health System June 2007 - December 2011
US Army January 2003 - August 2007
Skills
Financial Accounting, Bookkeeping, Payroll, External Audit, Surgery, Orthopedic, Accounts Receivable, General Ledger, Financial Analysis, GAAP, Income Tax, Internal Audit, Journal Entries, Budgets, Fixed Assets, Spreadsheets, Accruals
Education
State University of New York College at Old Westbury 2007 — 2011
Bachelor of Science (B.S.), Accounting
Nassau Community College 2004 — 2007
Associate of Arts and Sciences (AAS), Surgical Technology
United States Army 2003 — 2003
Military occupation specialty, Military Police Science
Grassi & Co. September 2007 - Present
Feldman, Meinberg & Co., LLP February 2002 - September 2007
Skills
Microsoft Excel, Microsoft Office, QuickBooks, PowerPoint, Management, Logistics Management, Event Planning, Go File Room, Shorthand, Practice CS, Contract Negotiation, Make Things Happen, Customer Service, Invoicing, Budgets, Accounting, GAAP
Education
Nassau Community College 1980 — 1983
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Grassi & Co. September 2012 - Present
Marcum LLP September 2007 - July 2012
Citigroup Alternative Investments December 2005 - April 2007
PriceWaterhouseCoopers August 2002 - December 2005
Goldstein, Golub, Kessler 1996 - 1999
Margold Erken Wang 1994 - 1996
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
MS, Taxation
University at Albany, SUNY 1989 — 1993
The Quest Organization December 2014 - Present
CohnReznick LLP December 2011 - December 2014
Grassi & Co. December 2009 - December 2011
Skills
Accounting, Tax, Auditing, Corporate Tax, Tax Preparation, US GAAP, Financial Statements, Financial Accounting, Internal Controls, CPA, Financial Analysis, Financial Reporting, GAAP, SEC Filings, Sarbanes-Oxley Act
Education
Adelphi University 2004 — 2008
Bachelor of Business Administration, Accounting
Grassi & Co. December 2014 - February 2015
Animal Lovers League July 2014 - November 2014
S. A. Koenig & Associates CPAs, P.C. February 2014 - September 2014
Long Island University, School of Professional Accountancy September 2013 - May 2014
Bethpage Federal Credit Union February 2014 - April 2014
Brian Friedman, CPA October 2013 - December 2013
Long Island University, Resident Assistance Office September 2012 - May 2013
Long Island University, Office of Admissions September 2011 - May 2012
Skills
Working Knowledge of..., QuickBooks, Sage 50, Pro System FX Engagement, Lacerte, TaxWise, Microsoft Office, 60 wpm, Income Tax
Education
LIU Post 2011 — 2015
Accounting
Long Island University, C.W. Post Campus 2011 — 2015
B.S. Accounting/ M.B.A, Accounting, Overall: 3.94/ Major: 3.92
Island International January 2014 - Present
Grassi & Co. July 2012 - December 2013
Training to the Third Power January 2012 - July 2012
Berdon LLP December 2009 - December 2011
Alperin & Alperin CPA December 2007 - May 2008
Skills
Accounting, Auditing, Tax, Financial Statements, Financial Accounting, Accounts Payable, General Ledger, QuickBooks, US GAAP, CPA, Financial Reporting, Microsoft Word, Analytical Skills, Deadline Oriented, Financial Analysis, Account Reconciliation, Sage Timberline Office, Insurance claim..., Cash Flow, Microsoft Excel, Legal Management
Education
Hofstra University 2007 — 2009
Bachelor's degree, Accounting
Hofstra University 2005 — 2009
BBA, Accounting
Anchin, Block & Anchin LLP October 2011 - Present
Anchin, Block & Anchin LLP March 2008 - October 2011
Grassi & Co. May 2006 - March 2008
IRS Criminal Division & Collection Division January 1999 - May 2006
PaineWebber September 1995 - January 1999
CVS Pharmacy June 1991 - September 1995
Skills
Project Management, Negotiation, Offers in Compromise, Sales Tax, IRS problem resolution, Tax Audit Representation, Business, Tax, Tax Advisory, Penalty Abatement, Tax Liens, Conflict Resolution, Management Consulting, Management, Analysis, Leadership, Finance, Managerial Finance, Public Speaking, Sales, Mediation, Arbitration, Alternative Dispute..., IRS, Financial Analysis, Accounting, Auditing, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Marketing, Strategic Planning, Social Media Marketing, Marketing Strategy, Entrepreneurship, Customer Service, Start-ups, Social Networking, Team Leadership, Business Strategy, Team Building, Business Planning, New Business Development, Business Development, Process Improvement, Marketing Communications, Training
Education
American InterContinental University 2002 — 2003
MBA, Management
Bryant University 1987 — 1991
BSBA, Management
Marcum LLP February 2013 - Present
GRASSI & CO. February 2012 - February 2013
RSM McGLADREY, INC. November 2006 - February 2012
RSM McGladrey November 2006 - February 2012
McGladrey & Pullen November 2006 - February 2012
McGladrey November 2006 - February 2012
BDO Seidman, LLP February 1997 - November 2006
Loeb & Troper January 1995 - February 1997
Skills
Internal Controls, Financial Reporting, Auditing, Accounting, CPA, GAAP, Tax, Financial Analysis, Financial Accounting, US GAAP, General Ledger, Income Tax, Accounts Receivable, Financial Statements, Internal Audit, Accounts Payable, Tax Accounting, Tax Preparation, Corporate Tax, External Audit, Assurance, Forensic Accounting
Education
Hofstra University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Hofstra University 1990 — 1994
WeiserMazars LLP January 2012 - Present
Grassi & Co. 2007 - 2011
Skills
Corporate Tax, Tax Compliance, Sales Tax, Income Tax, International Tax, Tax planning for..., Represent clients..., Resolve outstanding tax...
Education
Long Island University, C.W. Post Campus 1986 — 1989
Master's degree, Taxation
St John's University 1979 — 1982
Bachelor of Science (BS), Accounting
Grassi & Co. March 2002 - Present
Prudential Financial August 1999 - March 2002
Marden Harrison & Kreuter February 1998 - August 1999
LH Frishkoff & Co September 1994 - January 1998
Buchbinder Tunick & Company LLP January 1991 - August 1994
Skills
Tax, Financial Reporting, QuickBooks, Accounting, Auditing, Financial Accounting, Account Reconciliation, Tax Preparation, Cash Flow, CPA, Accounts Payable, Tax Research, General Ledger, Corporate Tax, Tax Accounting, Sarbanes-Oxley Act, GAAP, Microsoft Excel, Partnership Taxation, Income Tax, Bookkeeping, Tax Returns, Accounts Receivable, Financial Analysis, Sales Tax, US GAAP, Financial Statements, Internal Controls
Education
Long Island University, C.W. Post Campus 1999 — 2001
CFP Designation, Certified Financial Plannning
Howard University 1986 — 1990
BA, Accounting
Grassi & Co. January 2015 - Present
Ives Sultan & Spike CPAs September 2011 - December 2014
MDI Management Developers Inc. September 2010 - September 2011
Citrin Cooperman & Company, LLP June 2007 - June 2007
Skills
Accounting, QuickBooks, Financial Analysis, Financial Reporting, Auditing, Microsoft Excel, Tax, ProSystem fx Tax, Financial Accounting, Tax Preparation, Lacer, Engagement, Forensic Accounting
Education
Hofstra University 2011 — 2013
Master of Business Administration (MBA), Accounting
Bentley University 2007 — 2011
B.S., Accounting
Sabre Real Estate Group December 2014 - Present
Grassi & Co. January 2012 - November 2013
Rothstein Kass January 2011 - December 2011
Biscotti, Toback & Company, CPA's PC June 2009 - January 2011
Berdon LLP February 2006 - April 2009
Schoenfeld Mendelsohn Goldfarb, LLP January 2005 - January 2006
Skills
Corporate Tax, Tax, Tax Accounting, Tax Research, Accounting, Income Tax, International Tax, Partnership Taxation, Tax Preparation, Financial Reporting, Financial Services
Education
Saint John's University 2002 — 2004
BS, Accounting
Nassau Community College 1996 — 2001
Associates of Science, Business
SNAP Interactive, Inc. December 2014 - Present
Grassi & Co. June 2014 - November 2014
Grassi & Co. July 2013 - May 2014
Grassi & Co. January 2013 - June 2013
Skills
QuickBooks, ProSystem fx Tax, ProSystem fx Engagement, GoFile Room, CFS Tax Software, Microsoft Office, Bill.com
Education
Binghamton University - School of Management 2008 — 2012
Bachelor of Science (B.S.), Accounting
PwC January 2015 - Present
Grassi & Co. September 2014 - January 2015
Rosen Seymour Shapss Martin & Company LLP January 2012 - August 2014
Skills
Financial Accounting, General Ledger, Accounting, GAAP, Financial Reporting, US GAAP, CPA, Tax, Financial Statements, QuickBooks, Account Reconciliation, Bookkeeping, Tax Preparation, Tax Accounting, Fixed Assets, Corporate Tax, Journal Entries, Partnership Taxation, Bank Reconciliation, External Audit, Microsoft Excel, Financial Audits, ProSystem fx Tax, Small Business, Accountants, Tax Returns, Auditing, Financial Analysis, Microsoft Word, Microsoft Office
Education
Baruch College 2010 — 2011
Masters, Accounting
SUNY Albany 2006 — 2010
Bachelors, Accounting
L Brands March 2012 - Present
North Rockland Central School District March 2011 - June 2011
North Rockland Central School District January 2010 - May 2010
Grassi & Co. March 2008 - August 2009
Morgan Stanley June 2006 - January 2008
Bloomingdale's 2003 - 2006
Skills
MS Office Suite, Photoshop, Dreamweaver, Teaching, Social Media, Research, Mac OS X, Microsoft Office, Management, Marketing, Recruiting, Hiring, OS X, Retail
Education
Hofstra University 2008 — 2010
Master of Science, Business Education
Binghamton University - School of Management 2002 — 2006
Bachelor of Science, Management - Leadership & Consulting and Marketing
Cornell University 2013 - Present
Ackman-Ziff May 2014 - August 2014
CrossCon Real Assets Capital May 2013 - August 2013
Grassi & Co. July 2010 - June 2013
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Cornell University 2005 — 2009
Bachelor of Science (B.S.), Policy Analysis & Management
The Goodkind Group, LLC May 2012 - Present
Abacus Group, LLC October 2011 - May 2012
The Mergis Group March 2011 - October 2011
The Siegfried Group "PwC Project" November 2010 - March 2011
Grassi & Co. May 2008 - October 2010
KPMG January 2007 - April 2008
Skills
Accounting, Finance, Financial Analysis, Auditing, Business Development, Mergers & Acquisitions, Financial Reporting, Human Resources, Recruiting, Financial Services, Financial Accounting, Tax, New Business Development, Sarbanes-Oxley Act, Recruitment/Retention, Negotiation, Contract Negotiation, Financial Modeling, Corporate Finance, Due Diligence, Banking, Internal Audit, Cash Management, CPA, Internal Controls, Temporary Placement, Temporary Staffing, CRM, Microsoft Excel
Education
LIU Post 2004 — 2006
BS, Accountancy
Nassau Community College 2002 — 2004
AS, Business Administration
The ExecuSearch Group 2012 - Present
ATA CPA P.C. 2011 - 2012
Grassi & Co. 2008 - 2011
Skills
Recruiting, Tax, Accounting, Financial Services, Auditing, Financial Reporting, Financial Accounting, GAAP, US GAAP, Financial Analysis
Education
State University of New York College at Old Westbury 2006 — 2009
Bachelor of Science (BS), Accounting
Nassau Community College 2004 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
CohnReznick LLP September 2014 - Present
Grassi & Co. October 2012 - June 2014
Anchin, Block & Anchin LLP May 1990 - October 2012
BDO USA, LLP September 1986 - May 1990
Skills
Tax, Accounting, Valuation, Auditing, Mergers, Start-ups, Mutual Funds, Financial Services, Internal Controls, Financial Statements, Mergers & Acquisitions, GAAP, Forensic Accounting, SEC filings, Tax Advisory, High Net Worth..., Business, Fund Of Funds, General Ledger, Corporate Tax, US GAAP, Tax Accounting, Financial Reporting
Education
Fordham University 1982 — 1986
BS, Accounting
Fordham Prep
Grassi & Co. July 2008 - Present
Skills
GAAP, Tax, ProSystem fx Tax, Auditing, Accounting
Education
Grove City College 2004 — 2008
BS, Accounting
Grassi & Co. September 2012 - Present
Marcum LLP July 1994 - August 2012
Skills
Accounting, Auditing, CPA, SEC filings, GAAP, Assurance, Financial Accounting, Financial Analysis, Financial Reporting, Financial Services, Financial Statements, Mergers, Mergers, Tax, US GAAP, Valuation
Education
LIU Post
B.S. in Accountancy
Grassi & Co. March 2015 - Present
Grassi & Co. January 2010 - Present
National Multiple Sclerosis Society November 2012 - Present
National Multiple Sclerosis Society, Long Island Chapter 2006 - Present
New York Council of Nonprofits (NYCON) January 2012 - Present
Loeb & Troper July 1987 - December 2009
Skills
CPA, Financial Reporting, Tax, Auditing, Accounting, External Audit, GAAP, SEC filings, US GAAP, Valuation, Leadership, Nonprofits, Corporate Tax, Financial Services, Internal Controls, Financial Accounting, Financial Analysis, QuickBooks, Tax Preparation, General Ledger, Income Tax, Account Reconciliation
Education
Pace University 1983 — 1987
BBA, Accounting
The LBA Group December 2013 - Present
Grassi & Co. December 2009 - December 2013
RSM McGladrey November 1999 - December 2009
Goldstein Golub Kessler LLP 1999 - 2006
Various Firms / Companies September 1993 - November 1999
Skills
Auditing, Internal Controls, Internal Audit, Accounting, Tax, Finance, Management Consulting, Risk Management, CPA, External Audit, Management, Sarbanes-Oxley
Education
Hofstra University School of Law 1990 — 1993
JD, N/A
Ward Melville 1981 — 1984
NYS Regents Diploma, N/A
PJM Search November 2014 - Present
Grassi & Co. October 2012 - November 2014
PricewaterhouseCoopers September 2009 - October 2012
PricewaterhouseCoopers September 2005 - September 2009
Beacon Hill Staffing Group 2003 - 2005
Accountpros November 2000 - June 2003
Fortune Brands September 1997 - October 2000
Arthur Andersen September 1994 - September 1997
Skills
Recruiting, Human Resources, Talent Management, Personnel Management, Management, Talent Acquisition, Onboarding, College Recruiting, Performance Management, Employee Relations, Employee Benefits, Succession Planning, Applicant Tracking..., PeopleSoft, Structured Finance, Structured Products, CDO, CLO, CMBS, MBS, Regulatory Compliance, Auditing, Tax Compliance
Education
Fairfield University 1990 — 1994
Bachelor's degree, Accounting
Chaminade High School 1986 — 1990
Grassi & Co. June 2014 - Present
Margolin, Winer & Evens LLP October 2011 - June 2014
Margolin, Winer & Evens LLP September 2010 - October 2011
Astoria Bank August 2010 - September 2010
Assisi Veterinary Hospital October 2009 - July 2010
Assisi Veterinary Hospital June 2007 - March 2010
Make-A-Wish Foundation June 2008 - September 2008
EB Elliot's Restaurant April 2005 - March 2006
M&D Furtsch, LLC June 2002 - February 2005
Skills
Marketing, Public Relations, Event Management, Event Planning, Advertising, Project Planning, Marketing Communications, Newsletters, Budgets, Public Speaking, Business Development, Press Releases, Social Media, Promotions, Marketing Strategy, Email Marketing, Market Research, Writing, Team Leadership, Planning, Facebook, Online Marketing, Time Management, Budgeting, Salesforce.com, Salesforce Administrator, Microsoft Excel, Account Management, Brand Management, Marketing Management, Lead Generation, Editing, Copywriting, B2B, Adobe InDesign CS6, Adobe Illustrator CS6, Adobe Photoshop CS6, Special Events..., Salesforce.com..., Salesforce.com..., Marketing Research, Lexis Nexis, WordPress, Website Building, Website Development, Web Content
Education
LIU Post 2007 — 2009
Bachelor of Science, Business Administration
Nassau Community College 2005 — 2007
Associate of Arts, Liberal Arts - English
Pace University 2001 — 2002
Business Administration
South Side High School 1997 — 2001
High School Diploma, General Studies / Business Courses
Red Stone Partners November 2013 - Present
Red Stone Partners May 2011 - Present
Grassi & Co. November 2008 - May 2011
Ferrara Brothers Bldg Materials Corp April 2008 - November 2008
Southern Wine & Spirits October 2007 - April 2008
Southern Wine & Spirits April 2006 - August 2007
Aquent November 2005 - April 2006
Mr. T Carting August 2004 - February 2005
Eagle Global Logistics July 2003 - March 2004
Air Sea Forwarders, Inc September 2000 - July 2003
Skills
Accounts Payable, Mas 90, Great Plains, SAP, Accounting, Administrative Support, General Office Duties, Accounts Receivable, Administrative..., Great Plains Software, Office Management, Account Reconciliation, Data Entry, Management, Payroll, Invoicing, Internal Audit, Analysis, Administrative...
Education
Hofstra University 2003 — 2005
Accounting
St. John's University, The Peter J. Tobin College of Business 2000 — 2002
Finance and Business Law
Katharine GibbsNew
Grassi & Co. June 2015 - Present
Grassi & Co. July 2012 - June 2015
Berdon LLP January 2010 - July 2012
Ernest D. Lowenwarter & Co. LLP June 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Budgets, Time Management, Tax Returns, Auditing, Risk Assessment, Accounting
Education
Hofstra University 2006 — 2009
Bachelor of Business Administration (BBA), Accounting
Grassi & Co. July 2015 - Present
Andrew & Sons LLC April 2013 - July 2015
On The Border October 2012 - May 2014
Pioneers June 2012 - July 2012
Liberty University August 2011 - May 2012
Hamlet Wind Watch Golf & Country Club May 2010 - August 2011
BT Global Services June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Community Outreach, Critical Thinking, Time Management, Social Networking, Teamwork, Customer Service, Team Leadership, Customer Satisfaction, Cashiering, Human Resources, Team Building
Education
Liberty University 2014 — 2015
Bachelor of Science (B.S.), Accounting, 4.0
Liberty University 2008 — 2012
Bachelor's degree, Business: Human Resource Management & Marketing, 3.97
McGladrey March 2012 - Present
PricewaterhouseCoopers April 2010 - March 2012
Grassi & Co. September 2009 - April 2010
PricewaterhouseCoopers 2003 - 2009
Figliozzi & Company 2001 - 2003
E & Y 1997 - 2001
Horan, Martello, Morrone 1993 - 1997
Skills
Healthcare
Education
Dowling College
BBA, Accounting
Grassi & Co. November 2013 - Present
Katz, Nannis + Solomon, P.C. September 2010 - October 2013
The Wilbur Theatre September 2009 - July 2010
Girl Scouts of Northern California July 2009 - August 2009
IHI January 2009 - June 2009
Parent, McLaughlin & Nangle, CPAs January 2008 - June 2008
Wayfair January 2007 - December 2007
Lowell Sun April 1997 - August 2005
Skills
Accounting, Tax, Auditing, Financial Statements, Financial Analysis, Revenue Recognition
Education
Northeastern University 2010 — 2011
Masters Of Science
Northeastern University 2005 — 2010
Bachelor of Science
BDO USA, LLP January 2014 - September 2014
aston-corp 2013 - 2013
ESADE Business School 2011 - 2013
C.W. Downer & Co. 2012 - 2012
Grassi & Co. 2009 - 2011
MindShare 2005 - 2008
Skills
Financial Modeling, Financial Analysis, M&A experience, Corporate Finance, Financial Strategy, Valuation, Financial Accounting, Management Accounting, Mergers & Acquisitions, Managerial Finance, Private Equity, Strategy, Forecasting, Investments, Auditing, Internal Controls, Due Diligence, Management
Education
ESADE Business School 2011 — 2013
Master of Business Administration (M.B.A.)
City University of New York-Baruch College - Zicklin School of Business
M.S., Accountancy
Saint Cloud State University
B.S., Business Computer Information Systems
Grassi & Co. January 2015 - Present
EY September 2013 - January 2015
Hofstra University August 2011 - May 2013
Ernst & Young June 2012 - August 2012
KPMG January 2012 - March 2012
CASTELLANO, KORENBERG & CO June 2011 - August 2011
Lafayette College August 2010 - May 2011
Skills
PowerPoint, Facebook, Financial Analysis, Microsoft Excel
Education
Hofstra University 2011 — 2013
Master of Business Administration (M.B.A.), Accounting
Lafayette College 2007 — 2011
Bachelor of Arts, Economics and Business
Zucaro Construction and House Lifters June 2014 - Present
Grassi & Co. September 2011 - May 2014
Suckafish Graphics 2012 - 2013
BDO USA, LLP 2005 - June 2011
Marks Paneth & Shron LLP September 2003 - June 2005
Hard Rock Hotel May 2000 - August 2002
Skills
IDEA, Excel, Word, Microsoft Excel, Microsoft Word, Budgets, Accounting, Auditing, Tax, Finance, Internal Controls, Financial Statements, Program Management, Financial Reporting, Sarbanes-Oxley Act, Microsoft Office, SEC filings, GAAP
Education
University of Scranton 1999 — 2003
BS, Accounting, Finance
LIU Post 1998 — 1999
N/A, Liberal Arts
Chaminade 1995 — 1999
Grassi & Co. 1985 - Present
Skills
Accounting, Tax, CPA, Internal Controls, Auditing, Income Tax, Tax Preparation, Partnership Taxation, Tax Returns, Corporate Tax, Management Consulting, GAAP, Assurance, Forensic Accounting, Financial Reporting, Finance, QuickBooks, Sales Tax, Tax Accounting, Financial Analysis, Sarbanes-Oxley Act, S Corporations, Tax Research, US GAAP
Education
Hofstra University 1983 — 1987
Bachelor, Business Administration
TheSECRules.com October 2008 - Present
Grassi & Co. 2009 - 2012
Marcum LLP 2007 - 2008
BP Audit Group PLLC November 2002 - September 2007
Jeffrey M. Brinn, CPA April 1981 - October 2002
Skills
Auditing, Financial Reporting, SEC filings, Real Estate, GAAP, Accounting, Hedge Funds, Financial Statements, CPA, Mergers, US GAAP, Tax, Sarbanes-Oxley Act, IPO, Mergers & Acquisitions, Financial Analysis, Income Tax, Financial Accounting, Consolidation, Forensic Accounting, Due Diligence, Internal Controls, Business Valuation, SEC, Corporate Tax, Public Companies, Private Equity, Managerial Finance, SEC Filings, Litigation Support, Finance, Tax Accounting, IFRS, Tax Preparation, Financial Audits, Restructuring, Strategic Financial..., Preparation, Tax Returns, Cash Flow, Financial Modeling, Valuation, Corporate Finance, Internal Audit
Education
Pace University - Lubin School of Business 1972 — 1976
Certified Public Accountancy
Williams College 1964 — 1970
B.A., Economics
Dobbs Ferry High School
Grassi & Co. January 2015 - Present
Universal Photonics Inc. May 2014 - August 2014
Chi Dining Lounge May 2013 - August 2013
Castellano, Korenberg & Co. CPA’s June 2011 - August 2011
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks, Microsoft Office, Leadership
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master of Science (MS), Accounting
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Accounting, Senior
CEA Study Abroad 2012 — 2012
Grassi & Co. May 2014 - Present
Grassi & Co. CPA's August 2000 - Present
Craig Morris & Company 1998 - 2000
Wild & Maney 1997 - 2000
Skills
Construction Accounting, Certified Construction..., Construction, Auditing, Accounting, Tax, QuickBooks, Financial Reporting, Financial Analysis, Microsoft Excel, Financial Statements, US GAAP, GAAP, CPA, Financial Accounting, Corporate Tax, General Ledger
Education
Long Island University, C.W. Post Campus 1998 — 2000
Bachelor of Science, Accounting
SUNY Farmingdale 1996 — 1998
Associates Degree, Business Administration
Plainedge High School 1992 — 1996
Spritzer, Kaufman & Company LLC September 2012 - Present
Sher & Associates May 2012 - September 2012
Grassi & Co. July 2011 - May 2012
David J Lazar, CPA January 1996 - May 2012
ERNST & YOUNG LLP May 2005 - February 2011
Blackstone Group May 2002 - April 2005
Veronis, Suhler Stevenson LLC November 1998 - April 2002
The Catalyst Group, Inc May 1996 - November 1998
KPMG, LLP January 1995 - April 1996
Arthur Andersen & Co January 1992 - January 1995
Skills
Tax
Education
NEW YORK UNIVERSITY 1997 — 2002
Master, Business Administration
BINGHAMTON UNIVERSITY 1988 — 1992
Bachelor of Science, Accounting
Binghamton University - School of Management 1988 — 1992
University of Copenhagen
New York Life Insurance Company October 2014 - Present
Patinum Reinsurance April 2014 - October 2014
AIG May 2008 - April 2014
Grassi & Co. November 2007 - May 2008
Matson, Driscoll & Damico LLP July 2004 - November 2007
Granito & Epstein, LLP June 2003 - July 2004
Skills
Internal Controls, Forensic Accounting, Certified Fraud Examiner, Internal Audit, Auditing, Fraud, Financial Analysis, Finance, Financial Audits, Financial Reporting, Financial Statements, GAAP, Sarbanes-Oxley Act
Education
City University of New York-Baruch College 1999 — 2002
Bachelor of Medicine, Bachelor of Surgery (M.B.B.S.), Accountancy
BDO USA, LLP September 2015 - Present
Sentinel Real Estate June 2014 - August 2015
Grassi & Co. February 2011 - June 2014
National Association of Black Accountants (NABA) June 2007 - June 2009
Skills
Auditing, Accounting, GAAP, Tax, Tax Preparation, Financial Reporting, US GAAP, Financial Accounting, CPA, Corporate Tax, Financial Statements, Financial Analysis, General Ledger, Income Tax, Internal Controls, Partnership Taxation, ProSystem fx Tax, QuickBooks, SEC filings
Education
City University of New York-Queens College 2007 — 2009
Bachelor of Arts, Accounting
Delaware State University 2005 — 2007
Accounting
Grassi & Co. 2013 - Present
Liberty Tax Service January 2012 - December 2012
Money Tax Services, Inc January 2011 - December 2011
Goldman Sachs June 2010 - August 2010
Patricia Underwood June 2008 - April 2010
Skills
Tax, Accounting, Accounts Receivable, Tax Returns, Variance Analysis, Bank Reconciliation, Tax Preparation, Cash Flow, Income Tax, Financial Accounting, US GAAP, Auditing, Microsoft Excel, Tax Research, Tax Accounting, Internal Controls, Fixed Assets, Corporate Tax, Accounts Payable, GAAP, Account Reconciliation, General Ledger, Sarbanes-Oxley Act, Financial Statements, Journal Entries, Financial Reporting, Bookkeeping, QuickBooks, Peachtree, Payroll, Internal Audit, External Audit, PeopleSoft, Sales Tax, CPA, ProSystem fx Tax
Education
Baruch College 2012 — 2013
Master's degree, Taxation
Baruch College 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
IHS (formerly JOC Group) June 2014 - Present
Grassi & Co. January 2012 - June 2014
Briton Services, Inc. September 2006 - August 2011
Platinum Protection February 2009 - July 2009
Southeastern University September 2007 - February 2009
Skills
Accounting, Cloud Accounting, Financial Accounting, Financial Statements, Financial Analysis, Auditing, Tax Preparation, Microsoft Excel, GAAP, Financial Reporting, US GAAP, ProSystem fx Tax, External Audit, General Ledger, Forensic Accounting, Sales, Financial Audits, Basketball, Softball, Construction Accounting, Consolidated Financial..., Forensic Analysis, Construction, AIA Documents, Help Desk Support, Music Production, Relay Logic, Typing, Ten Key, Pivot Tables, Vlookup, Google Apps, Salesforce.com, Microsoft Office, Account Reconciliation, Analysis
Education
Southeastern University 2007 — 2011
Bachelors, Finance, Accounting, 3.75
Dallas Baptist University 2005 — 2006
Music Business
Grassi & Co. January 2013 - Present
Education
Hofstra University 2009 — 2012
Frank G. Zarb School of Business(AACSB and MSACS accredited), CPA candidate,MBA degree in Accounting
Grassi & Co. July 2009 - Present
BDO Seidman, LLP September 1998 - March 2009
Skills
Accounting, Management Consulting, GAAP, Auditing, CPA, US GAAP
Education
Queens College 1994 — 1998
BA, Accounting and Economics
Grassi & Co. February 2005 - Present
Education
SUNY Oswego 1982 — 1986
Economics
Hofstra University
Masters of Business Administration
Crowe Horwath LLP June 2015 - Present
Grassi & Co. January 2014 - May 2015
CohnReznick LLP October 2009 - December 2013
Skills
SEC filings, US GAAP, Accounting, Tax, Valuation, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Statements, SEC Filings
Education
Bentley University 2005 — 2009
Bachelor of Science, Corporate Finance & Accounting
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science, Accountancy
Allscripts Healthcare Solutions Inc / North Shore LIJ Health System September 2013 - Present
North Shore-LIJ Health System August 2012 - July 2013
PriceWaterhouseCoopers January 2011 - June 2012
Grassi & Co. February 2010 - October 2010
MTI Computer Services August 2007 - December 2009
Key Systems April 2005 - July 2007
United Parcel Service December 1995 - April 2005
IBM March 1999 - February 2000
Skills
CompTIA A+ Certification, Technical Support, Computer Hardware, Computer Repair, Computer Building, Laptops, Troubleshooting, Networking, Wireless Networking, Wireless Broadband, Windows XP Pro, Windows 7, Windows Server, Mac OS, Operating Systems, Microsoft Office, Outlook, Microsoft Exchange, Lotus Notes, Active Directory, Remote Desktop, Remote Access, Remote Troubleshooting, Remote User Support, Android, Tablets, Smartphones, iPhone, iPad, iOS, Blackberry, Blackberry Enterprise..., Blackberry OS, Printers, Norton Ghost, Disk Imaging, Antivirus, Home Theater, Interpersonal..., Patience, Hardware, System Deployment, Security, Information Technology, Windows
Education
Laguardia Community College 1996 — 1999
A.A.S. Degree, Computer Information Systems (CIS); Computer Information Systems
Gettry Marcus CPA, P.C. October 2010 - Present
Gettry Marcus CPA, P.C. October 2010 - Present
Grassi & Co. 2006 - 2010
Golstein Golub Kessler 1999 - 2006
Skills
Tax, QuickBooks, Corporate Tax, Partnership Taxation, Income Tax, Cost Segregation, Tax Returns, Tax Preparation, Tax Research, Forensic Accounting, Business Valuation, High Net Worth..., Accounting, Business Planning, Litigation Support, Due Diligence
Education
Pace University - Lubin School of Business 1979 — 1982
MS, TAXATION
Syracuse University - Martin J. Whitman School of Management 1974 — 1978
Bachelor of Science (BS), Accounting
Janover LLC June 2012 - Present
Grassi & Co. January 2009 - September 2012
Crystal River Capital 2005 - 2007
Skills
Tax, Corporate Tax, Partnership Taxation, Income Tax, Tax Preparation, Real Estate Transactions, Estate Tax Planning, Cost Segregation, Tax Credits, Research & Development..., ESOP, IRS, Forensic Accounting, Tax Research, CPA, SEC filings, Tax Accounting, Accounting, Tax Returns, GAAP, Mergers & Acquisitions, High Net Worth..., S Corporations, Construction Accounting, Financial Accounting, Financial Analysis, Business Valuation, Internal Controls, Sales Tax, US Tax, US GAAP, Financial Reporting, Auditing, International Tax, Tax Advisory
Education
Pace University - Lubin School of Business 1995 — 2000
ms, taxation
Entertainment Industry September 2015 - Present
EisnerAmper LLP March 2014 - Present
RVC Business Solutions, Inc. April 2013 - March 2014
Grassi & Co. October 2006 - April 2013
Solution Strategists April 2002 - November 2006
ePartners May 1999 - April 2002
Comdisco 1998 - 1999
Skills
Crystal Reports, FRx, Microsoft Excel, SQL, Access, MAS500, Scripting, Accounting, ERP, Project Management, Management, Management Consulting, Manufacturing, Financial Reporting, Finance, Solution Selling, Financial Statements, QuickBooks, Auditing, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Financial Analysis, Sage, Fixed Assets, Corporate Finance, Business Process, Analysis, GAAP, US GAAP, Internal Audit, Tax, Mergers & Acquisitions, CPA, Managerial Finance, Business Intelligence, Cash Flow, General Ledger, CRM, Payroll, Forensic Accounting, Account Reconciliation, Corporate Tax, Accounts Receivable, Financial Audits, SEC filings, Budgets, Tax Preparation, Income Tax, Accounts Payable
Education
Pace University
Certification/Certificate Program:, C, C++, Unix and Network Administration
Saint Joseph's College
Masters Degree, Business Administration
State University of New York College at Old Westbury
Bachelors Science, Accounting
Grassi & Co. July 2015 - Present
Citrin Cooperman & Company, LLP July 2011 - June 2015
Woozy Fly January 2007 - May 2008
Lend America February 2006 - January 2007
First Fidelity April 2003 - February 2006
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, Accounting, Financial Reporting, Sales, Customer Service, Tax Preparation, QuickBooks, Management, Income Tax, Finance, Financial Accounting, Tax, Analysis, Tax Returns
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
Bachelor’s Degree, Accounting
Grassi & Co. July 2015 - Present
Forrest Solutions Group April 2014 - July 2015
charitybuzz March 2013 - April 2014
MayerMeinberg LLP June 2012 - March 2013
Skills
Accounting, Microsoft Excel, Recruiting, PowerPoint, Microsoft Office, Tax Preparation, Tax Returns, QuickBooks, Screening Resumes, Interviews, Journal Entries, CCH ProSystem fx, Practice CS, UltraTax CS, ProSystem fx Tax, Sage CRM, Accounts Payable, Bank Reconciliation
Education
Hofstra University
BS, Accounting, and Information Technology
Grassi & Co. January 2012 - Present
Temple Beth Israel September 2012 - Present
Merrick Community Hebrew High School September 1999 - Present
Margolin, Winer & Evens LLP September 2005 - January 2012
The Merrick Jewish Centre September 1998 - June 2008
Skills
Writing, Public Relations, Word, Excel, Quickbooks, Teaching, Language Teaching, Proofreading, Microsoft Word, Microsoft Excel, Creative Writing, QuickBooks, Editing, Social Media, Copy Editing, Newsletters, Social Networking, Marketing Communications, Event Planning, Copywriting, Social Media Marketing, Publicity, Corporate Communications, Facebook
Education
Queens College - City University of New York 2014 — 2016
Master's Degree, Applied Linguistics
City University of New York-Brooklyn College 1975 — 1979
BA, Film Studies, English
WeiserMazars LLP May 2014 - Present
Grassi & Co. May 2011 - April 2014
NARI October 2009 - May 2011
Lighthouse Development Group December 2008 - June 2009
New York Islanders November 2008 - April 2009
Fitness Incentive May 2008 - August 2008
Skills
Public Relations, Press Releases, Marketing Communications, Blogging, Marketing, Integrated Marketing, Event Planning, Event Management, Facebook, Social Media Marketing, Social Media, Advertising, Budgets, Internal Communications, Employee Relations, Small Business, Publicity, Public Speaking, Management, Organizational..., Digital Strategy, Creative Direction, Newsletters, Writing, Press Kits, Fundraising, Time Management, Trade Shows, Corporate Communications, Multitasker, Web Content, Journalism, Email Marketing, Adobe Design Programs, Employee Training, Employee Management, Google Analytics, Google+, Face, Twitter, LinkedIn, Accounting Marketing, Microsoft Office, Social Networking, Consulting, Marketing Strategy, Media Relations, CRM, Business Development, Strategy
Education
Hofstra University 2013 — 2016
Master of Public Relations, Public Relations
Hofstra University 2004 — 2008
BA, Public Relations/Journalism and Writing
Manhattan College 2003 — 2004
Finance
Marcum LLP January 2013 - Present
Grassi & Co. December 2011 - January 2013
Marcum LLP January 2010 - October 2011
United Federation of Teachers January 1998 - December 2009
Skills
GAAP, US GAAP, Sarbanes-Oxley Act, Internal Controls, SEC filings, Auditing, Financial Reporting, Assurance, Financial Statements, Financial Audits, Accounts Receivable, Cash Flow, General Ledger, CPA, Corporate Tax
Education
Bernard M. Baruch 2005 — 2008
BBA, Accounting
Baruch College 1995 — 2000
Bachelor of Arts (B.A.), Psychology
Grassi & Co. June 2015 - Present
Grassi & Co. June 2014 - June 2015
Grassi & Co. September 2012 - June 2014
J.H. Cohn LLP November 2010 - September 2012
DOAR Litigation Consulting February 2006 - November 2010
ARAMARK September 2003 - December 2005
ARAMARK August 2002 - August 2003
Skills
Quickbooks, Navision, Oracle, Microsoft Office, caseware, Term Life Insurance, Individual Taxation, Bookkeeping, Financial Audits, Food & Beverage, Litigation Support, Tax Returns, Journal Entries, Internal Controls, Accounts Receivable, Sarbanes-Oxley Act, Tax, GAAP, Auditing, Cash Flow, Financial Statements, General Ledger, QuickBooks, Tax Preparation, Bank Reconciliation, Partnership Taxation, Accounting, IFRS, Tax Accounting, ProSystem fx Tax, Finance, Payroll, CPA, SEC filings
Education
Hofstra University 2007 — 2010
MBA, Accounting
Bryant University 1998 — 2002
BS, Accounting
Grassi & Co. February 2015 - September 2015
Hard Rock International April 2013 - February 2015
EisnerAmper LLP September 2014 - December 2014
Make Meaning June 2012 - January 2013
Skills
Microsoft Excel, QuickBooks, Mac OS X, Windows, Accounting, Leadership, Organization, Bank Reconciliation, Filing, P&L Accountability, Communication Skills, Quick Thinker, Financial Understanding, Business, Public Speaking, Appointment Scheduling, Time Management, OS X, Microsoft Word, Invoicing, Finance, Income Statement, Payroll, PowerPoint, Administration, Microsoft Office, Social Media, Social Networking, Event Planning, Communication
Education
Pace University - Lubin School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Public Accounting
Pace University - Lubin School of Business 2010 — 2015
Bachelor’s Degree, Public Accounting
Patron Technology May 2013 - May 2015
Wilson Associates January 2013 - March 2013
Fiscal Management Associates June 2011 - November 2012
Grassi & Co. June 2009 - June 2011
Sciarabba Walker & Co. PC May 2008 - December 2008
Gifford, Hillegass & Ingwersen, LLP May 2007 - August 2007
Frazier & Deeter, LLC May 2007 - August 2007
Porter Keadle Moore May 2006 - August 2006
Skills
Social Media, Event Management, Event Planning, Marketing, Public Speaking, Non-profits, Social Media Marketing, Editing, Microsoft Office, Social Networking, Nonprofits, Proposal Writing, Stage Direction, Microsoft Excel, Research, Public Relations, CRM, Data Analysis, Microsoft Word, Microsoft CRM, Sage CRM, Microsoft Dynamics, Jazz Piano, Executive Support, Office Management
Education
Ithaca College 2005 — 2009
BFA, Acting
Pace Academy 2001 — 2005
Bachelor of Fine Arts, Acting
Mountainside Treatment Center March 2015 - Present
Community Health Programs, Inc. 2010 - Present
City of Pittsfield February 2014 - March 2015
Smith, Watson & Company, LLP September 2009 - February 2014
Grassi & Co. November 2008 - August 2009
OK! Magazine January 2008 - November 2008
WeiserMazars LLP June 2004 - January 2008
AOC/Olsten Financial Staffing 1999 - 2000
Skills
GAAP, US GAAP, CPA, External Audit, Internal Controls, Assurance, Financial Statements, Auditing, Financial Accounting, Corporate Tax, General Ledger, Tax Preparation, Fixed Assets, Financial Reporting, Financial Audits, Finance, Consolidation, Account Reconciliation, Variance Analysis, QuickBooks
Education
Pace University 2002 — 2004
Accounting
Medaille College
Master of Business Administration (MBA)
State University of New York at Buffalo 1993 — 1997
Bachelor of Science (BS)
Grant Thornton LLP June 2015 - Present
Artie's Auto Repair June 2010 - Present
Artie's Auto Repair Inc. June 2009 - Present
Grassi & Co. January 2015 - May 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, Financial Accounting, Management Accounting, Quantitative Research, Microsoft Office..., Computer Proficiency, Sellers, Sales, Reporting & Analysis, Prioritize Workload, Information Organization, Workplace Organization, Workforce Management, Management, Project Management, Time Management
Education
Hofstra University 2015 — 2016
Master of Science (MS), Taxation
Hofstra University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Commack High School 2008 — 2011
Advanced Regents Diploma
Grassi & Co. April 2015 - Present
YMCA February 2015 - Present
Position Specific Training May 2014 - Present
City of Glen Cove April 2012 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Public Speaking, ProSystem fx Engagement, Accounting, Teamwork, Time Management, QuickBooks, Financial Reporting, Auditing, Financial Accounting
Education
LIU Post 2015 — 2016
Master's Degree, Business Administration and Management, General
LIU Post 2010 — 2015
Bachelor's Degree, Accounting, Overall GPA: 3.813...Accounting GPA: 3.889
Grassi & Co. July 2015 - Present
Ernest D. Loewenwarter & Co. LLP May 2014 - July 2015
Rent The Runway August 2013 - February 2014
Soros Fund Management April 2013 - August 2013
Inishfree School of Irish Dance January 2008 - August 2013
INHABIT June 2013 - July 2013
Victoria's Secret November 2011 - August 2012
Cassandra’s Dress: An Irish Dancer’s Dream January 2007 - January 2008
Skills
Public Speaking, Leadership, Microsoft Excel, Accounting, Research, Microsoft Word, Human Resources, Analysis, Social Media, PowerPoint, Social Networking, Microsoft Office, Customer Service, Management, Marketing, Facebook, Outlook, Teamwork, Time Management, Communication, Financial Analysis
Education
Hofstra University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Providence College September 2013 - Present
TUDOR INVESTMENT CORPORATION June 2015 - August 2015
Grassi & Co. January 2013 - January 2015
Leewod Golf Club June 2008 - September 2012
Education
Providence College 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Florence University of the Arts
Easchester High School 2008 — 2012
Advanced Regents Diploma with Honors
Grassi & Co. June 2006 - Present
Skills
Auditing, GAAP
Education
Iona College 2002 — 2006
Bachelor's degree, Accounting
CohnReznick LLP September 2012 - Present
Grassi & Co. September 2010 - September 2012
Skills
Time Management, Microsoft Office, Financial Reporting, Auditing, CPA, Accounting, Income Tax, QuickBooks, Financial Accounting, Account Reconciliation, US GAAP, External Audit
Education
Queens College 2010 — 2013
MS, Accounting
Long Island University, C.W. Post Campus 2006 — 2010
B.S., Accounting
Grassi & Co. May 2014 - Present
Figliozzi and Company October 2013 - April 2014
GEICO 2002 - 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Tax Preparation, Accounting, Microsoft Office, Accounts Payable, Payroll, Accounts Receivable
Education
Molloy College 2010 — 2013
Bachelor of Science (BS), Accounting, 3.66 Cum Laude
Citrin Cooperman October 2014 - Present
Grassi & Co. January 2013 - October 2014
Wendroff & Associates, CPA January 2010 - January 2013
Skills
Accounting, Corporate Tax, Partnership Tax, Individual Tax, Tax Compliance, Tax Planning, Tax Research, International Tax, US GAAP, IFRS, Financial Reporting, Forensic Accounting, Quickbooks, Excel, Microsoft Office, QuickBooks, Income Tax, Partnership Taxation, CPA, Account Reconciliation, Microsoft Excel
Education
Columbia University in the City of New York 2013 — 2016
Master’s Degree, Statistics
Shandong University
Bachelor’s Degree, Accounting
The George Washington University - School of Business
Master’s Degree, Accounting
The University of British Columbia
Exchange Student, English
University of California, Los Angeles
Exchange Student, Accounting
Anchin, Block & Anchin LLP January 2013 - December 2013
Grassi & Co. November 2011 - December 2012
CBIZ Goldstein Lewin June 2002 - November 2010
Rachlin Cohen & Holtz 2000 - 2002
Skills
CPA, Corporate Tax, Tax, Payroll, GAAP
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1992
Financial Economics, Business/Managerial Economics
Florida Atlantic University
Accounting
AdvantageCare Physicians September 2013 - Present
The Bridges Academy June 2014 - Present
Parker Jewish Institute for Health Care and Rehabilitation, February 2008 - Present
Community Council for the Lourie Center for Pediatric Multiple Sclerosis October 2012 - Present
Long Island Multiple Sclerosis Nurses' Society, Inc 2013 - Present
National Multiple Sclerosis Society, Long Island Chapter June 2001 - Present
Grassi & Co. March 2011 - September 2013
Mobile Health Medical Services, PC December 2010 - February 2011
Mobile Health Medical Services, PC January 2009 - December 2010
Brookhaven MRI May 1991 - December 2008
Skills
Strategic Planning, Team Building, Process Improvement, Change Management, Operational Excellence, Workforce Management, Healthcare, Healthcare Management, EMR, New Business Development, Consulting, Management Consulting, Management, Clinical Research, Nursing, Healthcare Consulting, Performance Improvement
Education
The College of New Rochelle 1980 — 1984
BSN, Nursing
Dowling College 1989 — 1990
MBA, management
Combined Resources Interiors, Inc. August 2014 - Present
MBI Group NY September 2013 - August 2014
Grassi & Co. October 2011 - August 2013
Berdon LLP January 2008 - June 2011
Castellano, Korenberg & Co. February 2005 - December 2007
Bertucelli & Malaga, LLP August 2004 - February 2005
Orchard Group, Inc. May 1992 - July 2004
Skills
Auditing, Financial Analysis, Internal Controls, GAAP, Payroll, Compilation, Preparation, Tax Returns, Financial Reporting, Tax, Accounting, QuickBooks, Fixed Assets, US GAAP, General Ledger, Journal Entries, External Audit, Revenue Recognition, Financial Accounting, CPA, Tax Preparation, Accruals, Forensic Accounting
Education
Long Island University, C.W. Post Campus 2000 — 2003
MS, Accounting
St. John's University 1980 — 1984
BS, Business Administration
Grassi & Co. May 2006 - Present
Barnes & Noble College March 2003 - May 2006
Broadhollow Theatre Company September 1999 - September 2000
Skills
Windows Server, Active Directory, DNS, Microsoft Office, Windows 7, Microsoft Excel, Information Technology, Problem Solving, Applications, VMware, Help Desk Support, DHCP, Network Security, Group Policy, Backup Exec
Education
American Intercontinental University 2001 — 2003
Network and System Administration/Administrator
Hofstra University 1996 — 2000
Technical Theatre/Theatre Design and Technology
TSG Financial Group 2014 - 2015
Grassi & Co. June 2011 - 2014
IMI Merchandising April 2010 - June 2011
Martin Scott Wines, Ltd. June 2004 - March 2010
The Masters Circle June 2002 - June 2004
CMP Media February 1999 - April 2002
Cheyenne Software/Computer Associates 1991 - 1998
Skills
Heavy Calendaring, QuickBooks, Executive..., Accounts Receivable, Travel Management, Bookkeeping, Event Planning, Accounting, Concur, Accounts Payable, Time Management, Outlook, Microsoft Excel, Invoicing, Management, PowerPoint, Finance, Marketing, Account Reconciliation, Sales, Payroll, Public Relations, Financial Reporting, Project Management
Education
Briarcliffe College 1989 — 1991
Associates, Business Administration
Grassi & Co. August 1989 - Present
Janover, LLC 1985 - 1989
Education
Hofstra University 1985 — 1987
State University of New York College at Cortland 1983 — 1985
Voynow, Bayard, Whyte & Company, LLP December 2010 - Present
Grassi & Co. January 2010 - June 2010
Couto, DeFranco and Magone, P.A. August 2008 - December 2009
Smolin, Lupin & Co September 2006 - May 2008
Skills
ProSystems Fx Tax, Lacerte Tax, ProSystems Fx Engagement, CS Engagement, BNA Income Tax Planner, PPC e-tools, PPC Smart e-tools, Quickbooks, Microsoft Office 2007, ProSystem fx Tax, ProSeries, Accounting, Tax, Account Reconciliation, Income Tax, Engagement, QuickBooks, Auditing, Tax Preparation, Tax Returns, GAAP, Accounts Receivable, Internal Controls, Microsoft Office
Education
Lycoming College 2002 — 2006
B.A., Accounting
Grassi & Co. January 2012 - Present
Pustorino, Puglisi & Co., LLC November 1974 - December 2011
Skills
Tax, Corporate Tax, Accounting, Auditing, Income Tax, Financial Reporting, Tax Preparation, GAAP, Financial Accounting, Tax Returns, Partnership Taxation
Education
Iona College
Bachelor of Business Administration (B.B.A.), Accounting
Grassi & Co. June 2014 - Present
US Department of the Treasury June 2010 - June 2014
Skills
Internal Controls, Accounting, Financial Reporting, Financial Analysis, Tax, GAAP, Financial Accounting, Government, Sarbanes-Oxley Act, Tax Law, General Ledger, Corporate Tax, Tax Research, Tax Accounting, Tax Returns, Tax Preparation
Education
Northeastern University 2014 — 2016
Master's degree, Taxation
City University of New York-Brooklyn College 2008 — 2010
Bachelor's degree, Accounting
Gettysburg College 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Rosenberg & Manente CPA PLLC November 2009 - Present
Grassi & Co. 2002 - 2005
Skills
Tax, Corporate Tax
Education
University of Phoenix 2003 — 2005
MBA, Business
Adelphi University 1987 — 1991
BBA, Business
PricewaterhouseCoopers September 2007 - Present
Silverite Construction Co., Inc. May 2004 - August 2007
Outback Steakhouse January 2003 - August 2007
Grassi & Co. January 2006 - April 2006
Atwell, Curtis & Brooks Ltd October 2002 - May 2004
Skills
Accounting, Financial Accounting, Financial Reporting, Auditing, Internal Controls, US GAAP, GAAP, Financial Analysis, Income Tax, Account Reconciliation, General Ledger, External Audit, CPA, Financial Statements, Big 4, Consolidation, Financial Audits, FASB, Assurance, SEC filings, Revenue Recognition, Bookkeeping
Education
LIU Post 2002 — 2007
Master of Business Administration (M.B.A.), Accounting
Grassi & Co. July 2015 - Present
Hand and Stone Massage and Facial Spa March 2014 - June 2015
Bethpage Federal Credit Union January 2015 - April 2015
Joyce Leslie May 2010 - September 2013
Skills
Microsoft Office, Microsoft Word, Teamwork, Microsoft Excel, Auditing, QuickBooks, PowerPoint, Customer Service, Time Management, Leadership, Sales, Financial Reporting, Financial Analysis, Social Networking, Research, Public Speaking, Analysis, Accounting, Social Media, Event Planning
Education
LIU Post 2013 — 2015
Bachelor of Science (BS), Accounting
State University of New York College at Cortland 2010 — 2013
Early Childhood Education and Teaching
Roslyn High School 2006 — 2010
MiddletonRaines + Zapata LLP August 2015 - Present
GBH CPAs, PC September 2014 - August 2015
UHY LLP December 2012 - September 2014
Grassi & Co. 2012 - 2012
Elliot Horowitz & Co., P.C. 2011 - 2012
Janover, LLC 2008 - 2010
UHY LLP 2005 - 2008
Ernst & Young 1998 - 2003
O'Toole & Co., P.C. 1994 - 1997
O"Brien, Fitzgerald, Taylor & Keaveney, PC 1989 - 1993
Skills
Tax Research, Tax Accounting, Corporate Tax, Tax Preparation, Partnership Taxation, Tax, Income Tax, CPA, Tax Returns, SEC filings, International Tax, US Tax, Tax Advisory, S Corporations, Sales Tax, ProSystem fx Tax, Tax Law, US GAAP, Property Tax, QuickBooks, Financial Statements, Forensic Accounting, High Net Worth..., Payroll Taxes, State Tax, Estate Tax Planning, Fixed Assets, IRS, FAS109, SEC Filings, Awesomeness, Executive Networking, Networking
Education
Bentley University 1989 — 1999
Master's degree, Taxation and Financial Planning, With Honors
Northeastern University 1976 — 1980
Bachelor's degree, Accounting, Honors
Walpole Senior High School 1970 — 1974
College Prep Courses, General Studies
Solera Capital June 2014 - Present
Conifer Financial Services August 2013 - June 2014
Black Diamond August 2012 - March 2013
Grassi & Co. February 2012 - August 2012
PricewaterhouseCoopers January 2006 - December 2011
Young Israel of Kew Gardens Hills September 1996 - June 2011
Skills
Financial Reporting, Accounting, Auditing, Financial Accounting, Tax Preparation, Private Equity, Hedge Funds, Waterfalls, GAAP, SEC filings, Tax, Financial Analysis, Internal Controls, CPA, Financial Modeling, QuickBooks, Financial Statements, Assurance, External Audit, Sarbanes-Oxley Act, Due Diligence, Account Reconciliation, Tax Accounting, General Ledger, Corporate Tax, Internal Audit, SEC Filings
Education
City University of New York-Queens College 2002 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Mivaresert 2001 — 2003
Grassi & Co. January 2012 - Present
Skills
Tax, Accounting, Financial Reporting, Auditing, Non-profits, Income Tax, Tax Returns, Corporate Tax, GAAP, Excel, Microsoft Excel, QuickBooks, Tax Preparation, US GAAP, Financial Accounting
Education
City University of New York-Hunter College 2002 — 2005
Sveučilište 'Josipa Jurja Strossmayera' u Osijeku 1978 — 1982
Dipl. Ekonomist, Economy
Bell Realty Management, Inc. February 2009 - November 2013
Cablevision May 2008 - February 2009
McGladrey & Pullen, LLP January 2005 - March 2008
Grassi & Co. November 2003 - December 2004
Marden, Harrison & Kreuter CPA's P.C. (merged with J.H. Cohn LLP) September 2001 - November 2003
Skills
Accounting, Real Estate, Property Management, Construction, Financial Reporting, Financial Accounting, Auditing, Audit, Internal Audit, Internal Controls, CPA, Tax Preparation, Financial Audits, Financial Statements, Budgets, External Audit, Management, SEC filings
Education
Hofstra University
BBA
Grassi & Co. November 2011 - Present
Rogoff & Company, PC September 2009 - October 2011
Blackman Kallick January 2006 - March 2009
Blackman Kallick January 2002 - December 2005
Blackman Kallick January 1999 - December 2001
Blackman Kallick January 1996 - December 1998
Blackman Kallick September 1992 - December 1995
Skills
Auditing, Accounting, Advisory, Finance, Budgets, Tax, Strategic Planning, Financial Reporting, GAAP, Strategy, Management Consulting, Financial Advisory, Internal Controls, Consolidation, CPA
Education
Indiana University Bloomington 1988 — 1992
BS
J T Shulman & Co, CPA's December 2004 - Present
Grassi & Co. September 1999 - July 2004
Skills
Corporate Tax, Tax Preparation, Auditing, GAAP, CPA, Income Tax
Education
Long Island University, C.W. Post Campus 1991 — 1995
Master of Science, Taxation
SUNY Old Westbury 1987 — 1990
Bachelor of Science, Accounting
Part of the Solution (POTS) 2012 - Present
iMentor 2011 - 2012
Part of the Solution 2008 - 2011
Grassi & Co. 2003 - 2008
Skills
Nonprofits, Management Consulting, Strategy, Accounting, Strategic Planning, CPA, GAAP, Non-profits, Fundraising, Managerial Finance, Financial Reporting, Construction Accounting, Public Speaking, Auditing, Program Development, Finance, Non-profit Board..., Executive Financial..., Tax, US GAAP, Non-profit Leadership, Non-profit Program..., Financial Analysis, Program Management, SEC filings, Forensic Accounting, Financial Accounting, Budgets, Accounting System, Corporate Governance, Financial Forecasting, Insurance, Corporate Tax, Internal Audit, Change Management, Internal Controls, Staff Development, Non-profit Consulting, Sarbanes-Oxley Act, Strategic Corporate..., Philanthropy, Venture Philanthropy, Social Enterprise
Education
Boston College 1999 — 2002
Bachelor of Science (B.S.), Accounting
Charles A. Barragato & Co. LLP - CPAs and Trusted Business Advisors August 2014 - Present
Grassi & Co. July 2011 - July 2014
Salomon & Company January 2010 - July 2011
Farkouh, Furman & Faccio, LLP July 2007 - December 2009
Salibello & Broder LLP August 2002 - July 2007
IPG 2002 - 2002
Skills
Tax, Corporate Tax, Tax Research, Tax Returns, Partnership Taxation, Financial Reporting, Accounting, Income Tax, Tax Preparation, US Tax
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MS, Tax
Texas A&M University-Kingsville 1989 — 1992
BBA, Accounting
Internal Revenue Service March 2010 - Present
Computercations Corp. April 2009 - Present
Marks Paneth & Shron LLP November 2008 - March 2009
Grassi & Co. 2007 - August 2008
ICON Capital Corp. November 2005 - June 2007
Deloitte & Touche October 2002 - November 2005
Skills
Auditing
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Accounting
Grassi & Co. October 2014 - Present
Berdon LLP January 2014 - October 2014
Gettry Marcus Stern & Lehrer, CPA, P.C. May 2010 - December 2013
Holtz Rubenstein Reminick LLP January 2007 - March 2010
Skills
Forensic Accounting, Business Valuation, CPA, Management Consulting, Litigation Support, Auditing, Accounting, Tax Preparation, Tax, Financial Reporting, QuickBooks, Income Tax, Internal Controls, Corporate Tax, Financial Analysis, Tax Returns, Financial Accounting, Tax Accounting
Education
LIU Post 2005 — 2006
Master's Degree, Accountancy with a concentration in Information Systems
LIU Post 2002 — 2005
Bachelor's Degree, Accountancy with a minor in criminal justice
Grassi & Co. October 2008 - Present
Education
Binghamton University - School of Management 1982 — 1984
B.S., Accounting
Grassi & Co. January 2015 - Present
Operative October 2013 - January 2015
BDO USA, LLP December 2012 - September 2013
Marks Paneth & Shron LLP October 2007 - November 2012
Skills
Auditing, Tax Research, Tax Returns, Tax Preparation, Corporate Tax, Tax Services, Accounting, Quickbooks, Journal Entries, S Corporations, Real Estate, Small Business..., Tax, Internal Controls, Supervisory Skills, Financial Statements, Income Tax, Account Reconciliation, Cash Flow, CPA
Education
SUNY Old Westbury 2010 — 2012
Master's, Taxation
Long Island University, C.W. Post Campus 2003 — 2007
Bachelor of Science, Accounting
Claudia McGuinness, CPA PC January 2000 - Present
Grassi & Co. August 2013 - December 2014
Michael A. Duca Company CPA's PC June 2010 - August 2013
Ceasar & Smilow LLP July 2009 - May 2010
Friedman LLP September 2007 - May 2009
Rosenblatt, Levittan, Vulpis & Goetz CPA's LLP June 2000 - September 2007
AXA Equitable August 1996 - June 2000
Marsh & McLennan Companies Inc. November 1991 - August 1996
Marks Paneth & Shron LLP November 1989 - November 1991
Time Warner Inc. February 1989 - October 1989
Skills
Accounting, Financial Reporting, Tax Preparation, CPA, SEC filings, US Tax, Tax, Tax Advisory, Financial Audits, Personal Tax Planning, Management, IRS, Corporate Tax Planning, Consulting, IRS Problem Resolution, IRS Audits, Tax Generalist, NYS Tax, Auditing, Corporate Tax, Income Tax, Financial Statements, Tax Returns, Finance, General Ledger, Tax Research, SEC Filings, Account Reconciliation, IRS problem resolution
Education
LIU Post 1994 — 1996
MS, Taxation
Queens College 1984 — 1988
BA, Accounting & Information Systems
St. Francis Prep 1980 — 1984
St. Helen's
EisnerAmper LLP December 2008 - Present
Grassi & Co. 2006 - 2008
PricewaterhouseCoopers 2002 - 2006
Grant Thornton 2002 - 2003
Ernst and Young September 1995 - December 2001
Skills
Tax Research, Tax Compliance, Income Tax, Corporate Tax, Partnership Taxation, Tax, Tax Returns, Tax Preparation, Federal Tax, Tax Audits, FAS109, S Corporations, Corptax, Individual Taxation, Federal Taxation, High Net Worth..., Tax Advisory, CPA, Sales Tax, US GAAP, Payroll Taxes, International Tax, Tax Law, GAAP, Internal Controls, Auditing, Financial Analysis, SEC filings, Tax Accounting, UK Corporation Tax, Financial Reporting, IRS
Education
Boston University School of Law 1991 — 1999
JD/LLM, Tax
Boston University Questrom School of Business 1992 — 1994
MBA, Accounting
State University of New York at Binghamton 1987 — 1991
BA, BUSINESS
Grassi & Co. June 2014 - Present
North Shore-LIJ Health System June 2014 - Present
Credit Suisse November 2011 - May 2015
TrueNorth Solutions Inc June 2011 - November 2011
BackOffice Associates March 2008 - April 2011
BackOffice Associates March 2008 - April 2011
BearingPoint November 2004 - January 2008
BearingPoint November 2004 - January 2008
BearingPoint November 2004 - January 2008
Pitney Bowes (Advanced Concepts and Technology Division) April 2003 - November 2004
Skills
Data Warehousing, Microsoft SQL Server, Databases, SQL, Oracle, SharePoint, Data Migration, ETL, Data Analysis, VBA, Visual Basic, Access, ERP, Crystal Reports, Integration, Vendor Management, ITIL, SAP, Analysis, MS Project
Education
New York Institute of Technology-Old Westbury 1999 — 2000
Masters, Computer Science
St. John's University 1992 — 1996
Bachelor, Business Management
Masri & Masri Tax Services, Inc. 2006 - Present
Armao, Costa & Ricciardi, CPAs, P.C. 2010 - 2011
Grassi & Co. 2007 - 2010
Castellano, Korenberg & Co. 2006 - 2007
Samir Masri CPA Firm P.C. 2004 - 2006
Skills
Tax, Tax Compliance, Accounting, Excel, Word, Manufacturing, Auditing, Quickbooks, Audit, Microsoft Office, Financial Reporting, Income Tax, Tax Returns, Corporate Tax, Forensic Accounting, New Business Development, QuickBooks, Microsoft Excel, Financial Analysis, Partnership Taxation, Microsoft Word, GAAP, Financial Accounting, US GAAP, Tax Preparation, Financial Statements, General Ledger, Tax Accounting, SEC Filings, Bookkeeping
Education
Long Island University, C.W. Post Campus 2004 — 2006
Bachelor of Science in Accountancy, Public Accounting
University of Advancing Technology 2001 — 2003
Bachelor of Science in Software Engineering, Network Security, Network Administration
High School
Law Office of Siu Liang Li October 2013 - Present
Povol and Feldman, CPA, PC June 2012 - September 2013
Grassi & Co. February 2012 - May 2012
Louise Blouin Media December 2009 - January 2012
Ernst & Young July 2008 - June 2009
Internal Revenue Service September 2002 - March 2005
PwC October 2000 - October 2001
Deloitte September 1999 - September 2000
Skills
Accounting, Corporate Tax, Tax, Tax Returns, Mergers, Forecasting, Financial Reporting, Income Tax, Managerial Finance, Financial Analysis, Mergers & Acquisitions, Due Diligence, Corporate Finance, Finance, Financial Statements, Internal Controls, CPA, Consolidation, Analysis, International Tax, Internal Audit, Auditing, Legal Writing, Tax Accounting
Education
Maurice A. Deane School of Law at Hofstra University 2004 — 2007
JD, Law, concentration in Tax Law
California State University-San Bernardino - College of Business and Public Administration 1996 — 1998
BS, Accounting
New York Community Bank February 2009 - Present
Grassi & Co. December 2007 - December 2008
North Fork Bank October 2004 - May 2007
GreenPoint Bank December 1986 - October 2004
Skills
Project Management, Sarbanes-Oxley, Internal Audit, Training, Human Resource..., Banking, Risk Management, Financial Analysis, Process Improvement, Loans, Accounting, Strategic Planning, Finance, Financial Risk, Mortgage Lending, Financial Services, Sarbanes-Oxley Act, Auditing, Internal Controls, Project Planning
Education
SOX Institute / The GRC Group 2007 — 2007
CSOXM, Certified Sarbanes-Oxley Manager
New York Institute of Technology 1994 — 1996
MS, HR Management / Computer Science
Saint John's University 1988 — 1992
BA, Marketing
Nassau Bar Tax Committee June 2014 - Present
Grassi & Co. July 2012 - Present
Marks Paneth & Shron LLP January 2005 - June 2012
Noelle Geiger, Esq. 2003 - 2005
KJT PC 1998 - 2003
KPMG 1995 - 1998
Skills
Negotiation, Networking, Mergers, Corporate Tax, Tax, Tax Law, Accounting, Mergers & Acquisitions, Auditing, High Net Worth..., Litigation, IRS, Tax Advisory, State Tax, Sales Tax, Income Tax, Tax Research, International Tax, Tax Preparation
Education
Hofstra University School of Law 1992 — 1995
JD, Law
Bucknell University 1985 — 1989
BA, Economics
Syracuse University
Study Abroad, Florence, Italy
Islip High School 1981 — 1985
Graduated 3rd in class
Citi July 2011 - Present
Shapiro & Lobel December 2010 - April 2011
Grassi & Co. January 2010 - December 2010
Eisner LLP January 2008 - December 2009
Eisner LLP January 2006 - January 2008
Citrin Cooperman & Company December 2004 - January 2006
Friedman, LLP January 2003 - December 2004
Berdon, LLP January 2001 - January 2003
Schonbraun and McCann Group July 1999 - December 2000
Levine, Levine & Meyrowitz January 1997 - June 1999
Skills
Corporate Tax, Tax, Tax Preparation, Tax Returns, Financial Statements, Strategic Financial..., IRS, High Net Worth..., Payroll Taxes, Budgets, Tax Accounting, Tax Research, Income Tax, CPA, Partnership Taxation, International Tax, GAAP, Accounting, Auditing, SEC filings, Financial Reporting, Sarbanes-Oxley Act, State Tax, Financial Planning
Education
Rutgers University, Graduate School 2007 — 2008
Masters of Taxation, Taxation
Pace University - Lubin School of Business 1991 — 1993
Bachelor, Business Administration; Accounting
Archbishop Molloy High School 1981 — 1985
HIGH SCHOOL, GENERAL
Grassi & Co. May 1991 - Present
Bank of America October 1977 - November 1988
Skills
Corporate Communications, Microsoft Excel, Marketing Communications, Microsoft Office
Education
Adelphi University 1978 — 1982
MBA, Banking and Finance
Queens College of the City University of New York 1973 — 1977
BA, French
Grassi & Co. June 2015 - Present
Grassi & Co. August 2012 - May 2015
Grant Thornton October 2008 - July 2012
Skills
Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, SEC filings
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA, Accountancy
Merrill I Rosen CPA PC May 2009 - Present
Biscotti, Toback & Company, CPA's PC 2008 - 2009
Masella & Associates / SEC Solutions LLC 2006 - 2007
Grassi & Co. 2001 - 2006
Skills
Tax, Accounting, Corporate Tax, Quickbooks, Construction Accounting, Tax Compliance, Forensic Accounting, Tax planning and..., Audit representation, Offshore voluntary..., IRS criminal case..., Bookkeeping, Microsoft Excel, Financial Statements, Auditing, Journal Entries, Preparation, Financial Analysis, Accounts Receivable, Tax Returns, QuickBooks, Income Tax, External Audit, S Corporations, Tax Advisory, Account Reconciliation, CPA, Accounts Payable, ProSystem fx Tax, Tax Preparation, Financial Accounting, High Net Worth..., Tax Research, Tax Accounting, US GAAP, Sales Tax, General Ledger, Forecasting, Finance, Partnership Taxation, Cash Flow, Variance Analysis, Revenue Recognition, Managerial Finance, Payroll, Fixed Assets, Accruals, Valuation, Financial Reporting, GAAP
Education
Hofstra University 1980 — 1984
BBA, Accounting and Finance
Grassi & Co. January 2011 - May 2012
Skills
Account Reconciliation, Auditing, Financial Accounting, Financial Reporting, Financial Statements, GAAP, General Ledger, Income Tax, Partnership Taxation, QuickBooks, Tax, Tax Accounting, US GAAP, Tax Preparation, Corporate Tax, Financial Analysis, Internal Controls, CPA, Tax Returns, Sarbanes-Oxley Act, Tax Research, Accounts Payable
Education
Long Island University, C.W. Post Campus 2004 — 2008
B.A., Accounting
Nassau University Medical Center May 2013 - Present
Premier Medical Management Consulting, Inc July 2011 - Present
Gettry Marcus Stern & Lehrer, CPA, P.C. April 2010 - August 2011
Grassi & Co. June 2008 - April 2010
Gotham 2009 - 2010
Medical Administrator 2007 - 2008
Advanced Dermatology 1999 - 2007
Skills
Healthcare Consulting, Practice Management, Revenue Cycle Management, Healthcare, Healthcare Management, Healthcare Information..., EMR, Managed Care, Healthcare Industry, EHR, HIPAA, Hospitals, Physician Relations, Medicare, Credentialing, Medicaid, Physicians, Medical Billing, Quality Improvement, Medical Coding, Medical Compliance, Epic Systems, Informatics, Revenue Cycle, Healthcare Reimbursement, ICD-10
Education
Molloy College
BSN, Nursing
Nassau Community College
Marks Paneth LLP October 2013 - Present
Grassi & Co. June 2010 - December 2012
KPMG January 2008 - April 2009
PricewaterhouseCoopers September 2000 - January 2008
BDO USA, LLP February 1994 - September 2000
Marks Paneth LLP June 1988 - February 1994
Skills
Auditing, Financial Reporting, Project Management, Tax, External Audit, GAAP, US GAAP, Team Building, CPA, SEC filings, Project Planning, Assurance, Accounting, Leadership, Financial Accounting, Sarbanes-Oxley, Internal Controls, Analysis, Corporate Tax, Internal Audit, Sarbanes-Oxley Act
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
CMS Real Estate Services, Inc. 2007 - Present
Little Rock Construction 2004 - Present
JJSB Development 2009 - 2013
Grassi & Co. 2002 - 2004
Skills
Real Estate, Leases, Auditing, Tenant, Accounting, Mergers, Property Management, Real Estate Investment, Financial Analysis, Due Diligence, Construction, Investment Properties, Negotiation, Residential, Retail, Landlord, Investments, Brokerage, Real Estate Development, Valuation, Asset Management, Investors, Real Estate Finance, Cash Flow, Purchase, Financial Reporting, Quickbooks, Budgeting, Tax, Private Equity, Corporate Real Estate, Lease Administration, Strategic Planning, Foreclosures, Real Estate Transactions, Contract Negotiation, Portfolio Management, Sellers, Real Estate Financing, Asset, Rentals, Management Consulting, Short Sales, Shopping Centers, Apartments, HUD, Home, Business Planning, REO, Selling
Education
Hofstra University 1998 — 2002
Accounting
Raich Ende Malter & Co., LLP July 2014 - Present
Grassi & Co. August 2012 - May 2014
BDO USA, LLP March 2010 - December 2010
Marcum LLP September 2007 - March 2009
RBSM LLP January 2006 - September 2007
Skills
GAAP, CPA, Hedge Funds, Financial Services, Broker-Dealer, Auditing, Accounting, Financial Reporting, SEC filings, Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Accounting, Assurance, Financial Audits
Education
Hofstra University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Grassi & Co. September 2014 - Present
Rosen Seymour Shapss & Martin, LLC November 2008 - August 2014
D'Arcangelo & Co., LLP November 1995 - October 2008
Hospitality Equity Investors, Inc May 1991 - September 1995
Friedberg, Smith & Co. November 1981 - April 1991
Skills
Audit, Auditing, Accounting, Tax, GAAP, Forensic Accounting, CPA, Internal Controls, Tax Preparation, Financial Statements, General Ledger, Tax Accounting, Corporate Tax, Partnership Taxation, Tax Research, Financial Reporting, SEC Filings
Education
Fairleigh Dickinson University 1974 — 1978
BS, Accounting
Grassi & Co. January 2013 - Present
Leaders in Alternative Investments in Greater New York City Area 2012 - Present
The D. E. Shaw Group December 1993 - December 2011
Thomson MCKinnon Securities Inc. May 1981 - April 1991
Skills
Hedge Funds, Alternative Investments, Alternative Investment..., Fund Of Funds, Private Equity, Accounting, Tax, Financial Analysis, Due Diligence, International Tax, Tax Compliance, State and Local tax, Mergers, Corporate Finance, Valuation, Asset Management, Tax Law, Financial Services, Mergers & Acquisitions, Restructuring, Financial Reporting, GAAP, Corporate Tax, Tax Accounting, Auditing, CPA, Finance, Tax Advisory, Tax Research, Partnership Taxation, Internal Controls, Sarbanes-Oxley Act, High Net Worth..., Strategic Financial..., Income Tax, Transfer Pricing, Tax Preparation, Tax Returns, Financial Planning
Education
Baruch College
Master of Business Administration (M.B.A.), Taxation
Brooklyn College
Bachelor's degree, Accounting
Grassi & Co. August 2014 - Present
RSSM CPA LLP January 2011 - September 2014
Kahn Hoffman & Hochman, LLP November 1980 - January 2011
Skills
Tax, Finance, Management Consulting, Budgets, Contract Negotiation, Arbitration, Tax Returns, GAAP, Accounting, Team Building, Business Process..., Trusts, Strategic Financial..., Financial Reporting, Tax Preparation, Small Business, Customer Service, Tax Law, Intellectual Property, Legal Research, Real Estate, Strategic Planning, Appeals, Auditing, Financial Statements, Change Management, Teaching, Litigation, Public Speaking, Disaster Recovery, Internal Controls, Cross-functional Team..., Community Outreach, Team Leadership, IT Management, Management
Education
Glen Rock High School
Pace University
Master of Taxation
William Paterson University of New Jersey
Bachelor of Science (BS), Accounting
Pleasentville Tax Service February 2011 - Present
Grassi & Co. January 2007 - June 2009
TS Anand & Co January 2006 - January 2007
Skills
Tax, Tax Preparation, Income Tax, Tax Returns, Accounting, General Ledger, Account Reconciliation, QuickBooks, Bookkeeping, Sales Tax, Payroll Taxes, Tax Accounting, Finance, Internal Audit, Small Business
Education
College of Staten Island 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Kingsborough Community College 1999 — 2000
Associate of Science (AS), Accounting and Finance
Grassi & Co. June 1977 - Present
Skills
Financial Reporting, Accounting, Financial Analysis, Tax, GAAP, Hedge Funds, Auditing, Due Diligence, CPA, Corporate Tax
Education
Pace University - Lubin School of Business 1974 — 1977
BBA, Accounting
Grassi & Co. September 2012 - Present
Margolin, Winer & Evens LLP November 2005 - September 2012
Grant Thornton LLP May 1995 - November 2005
PriceWaterhouseCoopers LLP February 1992 - May 1995
Education
Hofstra University 1990 — 1992
MBA, Taxation and Accounting
Adelphi University 1988 — 1990
BBA, Accounting
Nassau Community College 1986 — 1988
AAS, Restaurant Management / Accounting
Robert Half December 2014 - Present
Henry Schein April 2014 - October 2014
Suffolk County Water Authority January 2011 - December 2013
Grassi & Co. January 2010 - April 2010
KPMG LLP August 2004 - May 2009
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, Internal Audit, US GAAP, Financial Reporting, Microsoft Excel, Financial Analysis, Sarbanes-Oxley, Financial Accounting, SAP, Revenue Recognition, GAAP, Budgets, External Audit, Analytical Skills, Quarterly Reviews, Revenue Analysis, Reserve Analysis, Project Portfolio..., Contractual Agreements
Education
Hofstra University 2002 — 2003
BBA, Accounting, 3.71 Final GPA
fuoco group December 2008 - Present
Grassi & Co. September 2004 - December 2008
Marcum LLP November 2002 - August 2004
WeiserMazars LLP March 1986 - October 2002
Skills
Internal Controls, Auditing, Forensic Accounting, Accounting, Financial Reporting, Corporate Tax, GAAP, Financial Accounting, QuickBooks, Financial Analysis, Microsoft Excel, Mergers & Acquisitions, Private Equity
Education
Baruch College 1975 — 1980
Bachelor of Business Administration (BBA), Accounting
Grassi & Co. August 2012 - Present
Hertz, Herson & Co. April 2005 - August 2012
Skills
Corporate Tax, Income Tax, Partnership Taxation, Tax, Tax Accounting, Tax Preparation, Tax Research, GAAP, Tax Returns, SEC filings
Education
Queens College
Master, Accounting
Garden State Cat Club of New Jersey March 2013 - Present
A Private Construction Company March 2013 - September 2015
Arete Development Inc March 2012 - March 2013
Grassi & Co. January 2012 - March 2012
Unemployed & looking for work October 2010 - December 2011
The Peak Accounting Group, Inc. July 2011 - November 2011
Intersate Drywall Corporation April 2010 - February 2011
I-Grace 2011 - 2011
ACC Construction 2011 - 2011
INTERSTATE MASONRY CORP September 2009 - January 2010
Skills
Accounts Receivable, Financial Reporting, Accounting, Job Costing, Payroll, Accounts Payable, General Ledger, Budgeting, Timberline, Construction, Forecasting, Excel, Cost Accounting, Financial Accounting, Insurance, Quickbooks, Microsoft Office, Word, Banking, Tax, Cash Flow, Billing, Internal Controls, Reconciliation, Cash Management, Contract Management, Sage, QuickBooks, Financial Statements, Budgets, Microsoft Excel, Invoicing, Sage 300 - Timberline..., Mas 90, Microsoft Word, Internal Audit, Account Reconciliation, Cash Flow Forecasting, Management
Education
University of Pittsburgh 1984 — 1986
BS, BUSINESS AND PSYCHOLOGY
Niagara University 1977 — 1980
No Degree, nursing
c.w. baker high school 1973 — 1977
Regents, College Prep
Nigro Karlin Segal Feldstein & Bolno July 2014 - Present
Press Schonig Rosenthal & Company, LLP February 2014 - July 2014
Crowe Horwath LLP October 2012 - February 2014
Grassi & Co. June 2012 - October 2012
Crowe Horwath, LLP September 2009 - June 2012
Press Schonig and Company, LLP December 2008 - September 2009
Skills
Internal Audit, SOX 404, Internal Controls, Internal Control..., Risk Management, Risk Management..., Risk Assessment, Risk Based Audits, Accounting, Financial Risk, Auditing, Financial Accounting, Enterprise Risk..., Business Process...
Education
Indiana University - Kelley School of Business 2005 — 2008
Bachelors, Accounting
Katzman Weinstein LLC January 2011 - Present
Grassi & Co. 2008 - 2009
Marcum LLP 2006 - 2008
Ernst & Young 1997 - 2006
Skills
Income Tax, High Net Worth..., Tax Compliance, Individual Taxation, Tax Preparation, Partnership Taxation, Tax, International Tax, Tax Accounting, Tax Research, Corporate Tax, Tax Returns, FIN 48, Financial Reporting, GAAP, CPA, Accounting, S Corporations, Tax Advisory
Education
Pace University - Lubin School of Business
Accounting
Grassi & Co. 2015 - Present
Rispoli & Co. CPAs.PC January 1999 - August 2015
Grassi & Co. 1988 - 1999
Ernst & Young 1985 - 1987
Skills
Tax, Trusts, Estate Planning, Income Tax, Tax Preparation, Partnership Taxation, Corporate Tax, Estate Tax Planning, Due Diligence, Estate Law, GAAP, Strategic Financial..., CPA, Tax Law, Accounting, Mergers & Acquisitions, Forensic Accounting, Small Business, Tax Returns, LLC, Tax Accounting, High Net Worth..., Financial Planning
Education
LIU Post 1987 — 1990
MS, TAXATION
Adelphi University 1981 — 1985
BBA, Accounting
PwC July 2015 - Present
PwC July 2013 - June 2015
PwC September 2010 - June 2013
Grassi & Co. September 2009 - September 2010
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
Masters of Accounting
Stonehill College 2005 — 2009
Bachelor's Degree, Major: Accounting- Minor: Computer Information Systems
John Cabot University 2007 — 2007
Grassi & Co. May 2013 - February 2015
David C. Sobel, CPA, P.C. February 2006 - April 2013
Skills
Tax, Tax Accounting, Income Tax, Tax Returns, Tax Research, Financial Reporting, Tax Preparation, Corporate Tax, Accounting, CPA, GAAP, ProSystem fx Tax, US GAAP
Education
Pace University 2000 — 2004
BBA, Public Accounting
David C. Sobel, CPA, P.C. February 2015 - Present
Legal Interpreting Services March 2005 - Present
Grassi & Co. May 2013 - February 2015
David C. Sobel, CPA, P.C. January 2012 - May 2013
Business Integrity Commission May 2011 - December 2011
PS Business Management September 2010 - December 2010
New York City Unified Courts December 2004 - June 2006
Dr. James Jian Cui's Dermatology February 2005 - October 2005
Salomon Smith Barney September 2002 - March 2004
Skills
Microsoft Excel, Financial Reporting, Tax, Fixed Assets, Accounting, General Ledger, Financial Accounting, Cost Accounting, Variance Analysis, Account Reconciliation, Auditing, Financial Audits, Consolidation, Microsoft Office, Microsoft Word, QuickBooks, Access, Internet Explorer
Education
City University of New York-Hunter College 2008 — 2011
Bachelor of Science, Accounting
Grassi & Co. February 2011 - April 2011
Petro & Ciccone September 1994 - February 2011
The Chase Manhattan Bank July 1985 - September 1987
Texaco June 1981 - July 1985
Skills
Tax Preparation, Accounting, QuickBooks, Bookkeeping, Tax Returns, Corporate Tax, Partnership Taxation, Tax Research, Bank Reconciliation
Education
Hofstra University 1977 — 1981
BBA, Accounting
Grassi & Co. January 2015 - May 2015
CBIZ MHM, LLC July 2012 - March 2014
EY December 1995 - July 2012
PF Financial Services Inc June 1992 - December 1995
Skills
Financial Statements, Accounting, Tax, Auditing, Strategic Financial..., Tax Returns, High Net Worth..., Financial Planners, Tax Law, Analysis, Budgets, Investments, Journal Entries, Trusts, Human Resources, CPA, Income Tax
Education
Baruch College, City University of New York (CUNY) 1990 — 1992
Bachelor
Grassi & Co. July 2008 - Present
The Himmel Group May 2000 - February 2008
Education
Carle Place High School
Nassau Community College
Associates
Grassi & Co. August 2008 - Present
Foster & Foley LLP August 2007 - August 2008
Veeco Instruments April 2006 - August 2007
Arrow Electronics July 2005 - April 2006
Foster & Foley LLP February 2004 - July 2005
Deloitte & Touche LLP July 1999 - February 2004
Skills
Tax, Corporate Tax, Tax Preparation, Tax Research, Tax Returns, Sales Tax, International Tax, Income Tax, CPA, Partnership Taxation, US GAAP, GAAP, SEC filings, ProSystem fx Tax
Education
Fairfield University 1995 — 1999
Bachelor of Science (BS), Accounting
Grassi & Co. February 2015 - Present
McLaren Engineering Group November 2011 - January 2015
The Urban Affairs Coalition October 2010 - April 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Tax, Microsoft Word, Outlook, Budgets, Tax Returns, Financial Reporting, Analysis, Research, Financial Accounting
Education
Philadelphia University 2007 — 2011
B.S., Accounting
Grassi & Co. January 2015 - Present
The Ayco Company, L.P. January 2008 - December 2014
Marks Paneth & Shron LLP October 2005 - January 2008
Mahoney Cohen / CBIZ MHM, LLC September 1998 - October 2005
William E. Durborow, CPA, PC January 1996 - September 1998
Skills
Income Tax, Tax Preparation, Tax Research, High Net Worth..., Financial Accounting, Personal Tax Planning, Tax Advisory
Education
Hofstra University 1990 — 1995
Meisel, Tuteur & Lewis P.C. September 2015 - Present
Lutz and Carr, LLP January 2015 - August 2015
Grassi & Co. January 2013 - December 2014
Frydland Stevens, LLC January 2012 - April 2012
Skills
Accounting, Tax, Tax Returns, Finance, Management Accounting, Analysis, Financial Accounting, Tax Preparation, Auditing, QuickBooks
Education
Iona College 2009 — 2012
Accounting
Iona College 2008 — 2012
Bachelor of Business Administration, Accounting
Anchin, Block & Anchin LLP November 2008 - Present
Grassi & Co. November 1998 - September 2008
Skills
Tax, GAAP, Auditing, Corporate Tax, US GAAP
Education
Brooklyn College
Accounting
Pay-O-Matic April 2015 - Present
Pay-O-Matic March 2014 - April 2015
Grassi & Co. December 2011 - November 2013
New York State Department of Tax & Finance June 2009 - December 2011
RXR Realty July 2008 - January 2009
Abco Peerless Sprinkler April 2007 - June 2008
TD December 2004 - April 2007
Skills
CPA, GAAP, Accounting, Financial Statements, Auditing, Reviews, Compilation Of..., Construction Accounting, Banking, Analytics, Account Reconciliation, Fixed Assets, Intercompany..., Accounts Payable, Accounts Receivable, Payroll, Sales Tax, Bank Reconciliation, Microsoft Office, MAS500, ePace, QuickBooks, Peachtree, AS400 system, Timberline Accounting
Education
SUNY Old Westbury 2007 — 2009
Bachelor of Science (B.S.), Accounting
Nassau Community College 2005 — 2007
Associate of Science (A.S.), Accounting
Hofstra University October 2014 - Present
Long Island University 2003 - 2013
Grassi & Co. August 2000 - August 2003
Skills
Audit, Legal..., Finance, Accounting, Internal Controls, Financial Statements, Auditing, Administration, Government, Management, Human Resources, Access, GAAP, QuickBooks, Internal Audit, US GAAP
Education
Long Island University, C.W. Post Campus 1997 — 2000
Bachelor's degree, Accounting, 3.89/4.0 Magna Cum Laude
CohnReznick LLP March 2012 - Present
Grassi & Co. September 2008 - September 2010
Education
Hofstra University 1999 — 2004
Bachelor's Degree, Accounting