Rosen Seymour Shapss Martin & Company LLP
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Rosen Seymour Shapss Martin & Company LLP List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Rosen Seymour Shapss Martin & Company LLP. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Rosen Seymour Shapss Martin & Company LLP Employees
Eisenberg & Blau CP March 2015 - Present
Rosen Seymour Shapss Martin & Company LLP January 2005 - June 2010
Strauss, Comas and Modansky November 2003 - December 2004
Gruss & Co. 1985 - 1998
OAD 1983 - 1985
Skills
Hedge Funds, Tax Preparation, Financial Audits, Fiduciary Services, Family office financial..., GAAP, Trusts and Estates, Gift Tax, Income Tax, Tax, Corporate Tax, Tax Accounting, CPA, Tax Research, Partnership Taxation, Estate Tax Planning, ProSystem fx Tax, Accounting
Education
Hofstra University 1975 — 1979
Bachelor of Business Administration (BBA), Public Accounting
Woodmere south
First Management Corporation July 2015 - Present
Hong & Ruchelsman LLP October 2013 - December 2014
Pau, Chew & Co.,CPAs LLP August 2010 - October 2013
Rosen Seymour Shapss Martin & Company LLP 2009 - 2009
Cathay Bank August 2007 - August 2008
Skills
Financial Analysis, QuickBooks, Microsoft Excel, Access, Outlook, Accounting, Financial Reporting, Financial Accounting, Bookkeeping, Real Estate Transactions, Microsoft Word, PowerPoint, Microsoft Office, Financial Statements, Account Reconciliation, Financial Modeling, Tax
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
B.B.A., Accounting
Borough of Manhattan Community College 2005 — 2007
A.A., Business Administratio
Nomura June 2014 - Present
PwC September 2011 - June 2014
Silverstein interiors design 2010 - September 2011
Rosen Seymour Shapss Martin & Company LLP January 2011 - April 2011
Thompson and Company CPA April 2010 - July 2010
Global Arch, LLC 2010 - 2010
NetCost Market 2004 - 2008
Skills
Financial Reporting, Auditing, New York State..., Financial Analysis, Microsoft Excel, Accounting, GAAP, Financial Statements, US GAAP, Microsoft Word, Assurance, Tax, CPA, Internal Controls, Business Process, Accounts Receivable
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Siberian Academy of Public Administration 2000 — 2004
BBA, Financial Management
EY June 2015 - Present
Indiana University Office of First Year Experience Programs March 2014 - August 2014
Rosen Seymour Shapss Martin & Company LLP June 2013 - June 2013
Leslie's Pool June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Access, Organization, Time Management, Leadership, Community Outreach, Customer Satisfaction, Fundraising, Communication, Recruiting
Education
Indiana University Bloomington 2012 — 2016
KPMG US July 2013 - Present
KPMG US June 2012 - August 2012
IBM Global Business Services June 2010 - August 2010
Rosen Seymour Shapss Martin & Company LLP January 2010 - April 2010
Education
Pace University - Lubin School of Business
Master of Science (MS), Taxation
State University of New York College at Plattsburgh
Bachelor, International Business
MetroPlus Health Plan, a subsidary of NYC Health and Hospitals Corporation February 2011 - July 2013
Crystal Window & Door Systems September 2009 - April 2010
Rosen Seymour Shapss Martin & Company LLP February 2009 - April 2009
Volunteer Income Tax Assistance (VITA) Program February 2008 - April 2008
Grace Institute 2005 - 2005
Skills
Microsoft Office 2013, CCH ProSystem fx, QuickBooks, Friedman Enterprise..., Citrix, Accounting, Accounts Receivable, Collections, Customer Service, Marketing Communications, American Sign Language, Financial Reporting, Income Tax, Tax Preparation, Tax, Health Insurance, Networking, Community Outreach, Marketing Strategy
Education
City University of New York-Baruch College 2005 — 2009
Bachelor's degree, Accounting, 3.5
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP September 2004 - October 2014
Skills
Certified Public..., US GAAP, GAAS, Financial Accounting, Financial Reporting, Auditing, Financial Statement..., Audits of Employee..., SEC filings, Due Diligence, Corporate Taxation, S-Corp Taxation, Partnership Taxation, Financial Statement..., Consolidated Financial..., Back Office Outsourcing, Financial Statement..., Internal Controls, General Ledger, ProFx Engagement, ProSystem fx Tax, QuickBooks, Microsoft Office, Business Networking
Education
Marist College 2000 — 2004
Bachelors of Science, Accounting and Business Administration
Marcum LLP Experienced StaffMarcum LLPJune 2015 - Present
Rosen Seymour Shapss Martin & Company LLP January 2013 - May 2015
Rosen Seymour Shapss Martin & Company LLP 2013 - 2013
T3 Trading Group, LLC August 2008 - May 2011
Lynx Capital Partners August 2008 - August 2010
Skills
Trading, Equities, Accounting, Investments, Options, Bloomberg, Series 7, Financial Modeling, Equity Trading, Electronic Trading, Trading Systems, Financial Analysis, Proprietary Trading, Trading Strategies, FINRA, Analysis, Private Equity, Technical Analysis, Bonds, Financial Risk, Bloomberg Terminal, Valuation, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Accounting
St. John's University 2004 — 2008
Bachelor of Science, Finance
EY July 2015 - Present
Zicklin Graduate Tax Society January 2013 - January 2015
Viacom September 2014 - December 2014
Baruch College June 2014 - August 2014
Rosen Seymour Shapss Martin & Company LLP January 2014 - May 2014
International Student Service Center, CUNY-Baruch College January 2012 - December 2013
New York City Comptroller's Office June 2013 - August 2013
Internal Revenue Service November 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Adobe Creative Suite, SEVIS, Taxwise, ACL, Cost Accounting, Sales Tax, Access Lists, Creative Solutions..., UltraTax, Accounting, Account Reconciliation, Spreadsheets, Budgets, Analysis, Financial Statements, QuickBooks, Financial Accounting, Financial Analysis, Auditing, PowerPoint, Financial Reporting, Finance
Education
City University of New York-Baruch College 2012 — 2014
Master of Science, Accounting
Dickinson State University 2008 — 2010
Bachelor of Science, Business Administration
Minzu University of China 2006 — 2008
Bachelor of Arts, English
Rosen Seymour Shapss Martin & Company LLP
Skills
Accounting, Corporate Tax, Financial Accounting, Income Tax, Tax Preparation, QuickBooks
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Accounting
PwC July 2014 - Present
PwC November 2013 - June 2014
Rosen Seymour Shapss Martin & Company LLP January 2010 - October 2013
BDO USA, LLP January 2005 - August 2009
BDO LLP November 2008 - May 2009
Marks Paneth & Shron LLP August 2002 - December 2004
Skills
Financial Reporting, GAAP, Internal Controls, Auditing, US GAAP, CPA, Sarbanes-Oxley Act, Financial Statements, Accounting, External Audit, Financial Audits
Education
Baruch College 2011 — 2012
Master of Science (M.S.), Taxation
Baruch College 1996 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Union Square Events December 2012 - Present
Rosen Seymour Shapss Martin & Company LLP January 2009 - December 2011
Miller Ellin & Co LLP January 2008 - January 2009
KML & Associates, LLC October 2003 - May 2007
Skills
QuickBooks, US GAAP, Tax, Tax Preparation, GAAP, Financial Reporting, Tax Returns, Financial Accounting, Accounting, Tax Research
Education
Monmouth University 2003 — 2005
MBA, Accounting
University of Delaware 1998 — 2002
Bachelor of Science, Math
Janet L. Oberstein CPA PLLC 2012 - Present
Volt Information Sciences 2008 - 2012
The Children's Aid Society 2006 - 2008
Rosen Seymour Shapss Martin & Company LLP 2004 - 2006
Buchbinder Tunick & Company LLP 2002 - 2004
WeiserMazars LLP 2000 - 2001
Marks Paneth LLP 1998 - 1999
Skills
Audit, Internal Audit, Tax Return Preparation, Enterprise Risk..., Cash Management, Financial Management, Budget Management, Forecasting, Staff Mentoring, SOX 404, SOX Compliancy, Financial Statement..., COSO ERM, Accounting, Best Practices, Financial Reporting, Month End Close, Detail and Top-level..., Risk Analytics, Quality Assurance, Management Presentations, Liaison with External..., Manager Review of Staff..., Forensic Accounting, Internal Controls
Education
Pace University
Certificate, Advanced Graduate Studies, Public Accounting
Pace University
Master of Business Administration (MBA), Corporate Financial Management
State University of New York at Buffalo
Bachelor of Science (BS), Business Administration
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
Rosen Seymour Shapss Martin & Company LLP July 2006 - February 2013
ROSEN & READE, LLP/RSSM, LLP. January 1999 - June 2006
WESTON FINANCIAL SERVICES, INC. October 1994 - January 1999
METROPOLITAN COMMUNICATION CORP/NATIONWIDE DIGITAL DATA CORP November 1993 - July 1994
Skills
GAAP, Tax Preparation, QuickBooks, US GAAP, Tax, General Ledger, Accounting, ADP & Report Smith, Lotus 123, MAS 90, MS Office Pro, MAC Pro, Practice ProSystems, Turbo Tax, Mas 90, Microsoft Office 2007, Financial Statements, Accounts Payable, Mac Pro, Accounts Receivable, Journal Entries, Microsoft Office, Account Reconciliation, Bank Reconciliation, Finance
Education
Baruch College 1991 — 1996
Bachelor's degree, Accounting and Business/Management
Queens Borough Community College
Associate's degree, Business Administration and Management, General
Seabury Group September 2015 - Present
AllianceBernstein, Private Client May 2014 - September 2015
Rosen Seymour Shapss Martin & Company LLP December 2013 - April 2014
Grumbul November 2011 - September 2012
Skills
Entrepreneurship, Leadership, Economics, People Skills, Consulting, Business Planning, Hard Worker, Research, Entrepreneurial Skills, Microeconomics, Management
Education
Skidmore College 2009 — 2013
BA, Economics w/ Honors, Cum Laude
Tronox January 2015 - Present
PepsiCo - Pepsi Beverages Company November 2013 - December 2014
RBS Citizens Financial Group February 2014 - October 2014
Darien Rowayton Bank Education Finance Division July 2013 - August 2013
RBC Capital Markets January 2007 - July 2013
Carlin Financial Group November 2000 - December 2006
Rosen Seymour Shapss Martin & Company LLP November 1998 - November 2000
Skills
Reconciliation, Financial Analysis, Financial Reporting, Financial Accounting, Compensations, Deferred Compensation, Financial Variance..., Internal Audit, Tax Preparation, Analytics, Account Reconciliation, Compliance, Derivatives, Documentaries, Microsoft Excel, Equities, General Ledger, Microsoft Office, Microsoft Word, Nonprofits, QuickBooks, Tax Returns, Corporate Tax, SEC filings, Employee Benefits, External Audit, Variance Analysis, Fixed Assets
Education
City University of New York-Herbert H. Lehman College
Bachelor's degree, Accounting
Rosen Seymour Shapss Martin & Company LLP January 2014 - April 2014
Metro Window Manufacturing Corporation August 2008 - December 2013
Galaxy Aluminum Products, LLC May 2007 - July 2008
Skills
QuickBooks, Bookkeeping, MS office, accounting, Auditing, ProSeries, Tax Preparation, Adobe PDF, Financial Accounting, Oracle, SQL, CCH ProSystem fx, XCM
Education
CUNY,Zicklin Schoolof Business at Baruch College 2012 — 2014
Master of Science, Accounting, GPA 3.6
City University of New York-Baruch College - Zicklin School of Business 1999 — 2001
Master's degree, Computer information systems
Sichuan International Studies University 1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature, 3.7
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP January 2008 - October 2014
Rosen Seymour Shapss Martin & Company LLP August 1998 - December 2007
Skills
CPA, Auditing, Accounting, GAAP, Income Tax, SEC filings, Manufacturing, Real Estate, Construction, Investment Companies, Wholesale, Audits of Employee...
Education
Saint John's University
MBA, Taxation
State University of New York College at Plattsburgh 1986 — 1990
BS, Accounting
Sheehan & Company August 2015 - Present
CLF Wealth Advisors July 2015 - Present
Rosen Seymour Shapss Martin & Company LLP March 2011 - November 2014
FTI Consulting December 2006 - February 2011
Berdon LLP July 2001 - November 2006
Blair & Potts October 1998 - July 2001
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1997 - 1998
Goldstein Golub Kessler 1994 - 1997
Weil Gotshal and Manges June 1983 - February 1994
Skills
Estate Planning, Trusts, High Net Worth..., Tax, Strategic Financial..., Estate Administration, Income Tax, Financial Advisory, Tax Preparation, Accounting, Estate Law, Valuation, Financial Analysis, Corporate Tax, Financial Reporting, Tax Returns, Tax Research, CPA, Investments, Tax Advisory, Due Diligence, Private Equity, GAAP, Tax Accounting, Partnership Taxation
Education
New York Law School 1987 — 1991
JD, Law
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Finance
McGladrey November 2014 - Present
BDO USA, LLP December 2012 - November 2014
Rosen Seymour Shapss Martin & Company LLP January 2012 - December 2012
Clifton Gunderson LLP July 2008 - January 2012
Defense Contract Audit Agency July 2006 - June 2008
Skills
Auditing, Accounting, GAAP, CPA, US GAAP, SEC filings, Financial Accounting, Financial Analysis, General Ledger, Financial Statements, Assurance, Fixed Assets, CCH ProSystem fx, Audit Process Tool, IDEA
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2007
Master of Science, Accounting
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science, Accounting
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP November 2011 - November 2014
Citi April 2011 - November 2011
Merrill Lynch December 2006 - February 2009
Merrill Lynch July 2005 - November 2006
Morgan Stanley Smith Barney July 2005 - August 2005
UBS Investment Bank January 2005 - May 2005
ASPIRA of New York December 2003 - January 2005
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Financial Reporting, US GAAP, Financial Modeling, Business Analysis, General Ledger, Finance, Microsoft Word, Tax, Financial Accounting, Strategic Financial..., Analysis, GAAP, Financial Planning, ProSystem fx Engagement, Microsoft Office, Microsoft Excel, Data Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2001 — 2006
Bachelor of Business Administration (BBA), Finance, cum laude honors
Brooklyn Technical High School 1997 — 2001
High School
N. Cheng & Co., P.C. June 2015 - Present
Frutcher Rosen L.P. August 2014 - May 2015
Rosen Seymour Shapss Martin & Company LLP January 2014 - May 2014
Baruch College January 2013 - January 2014
NYC HRA July 2013 - September 2013
SmartTax Tax Services December 2012 - April 2013
Jackson Hewitt Tax Service Inc. January 2010 - May 2010
Skills
Personal and Small..., Accounting, Tax Accounting, Tax Returns, Income Tax, Tax Preparation, Tax Advisory, Internal Controls, Tax, Forensic Accounting, Corporate Finance, Analysis, Spreadsheets, Finance, US GAAP, Partnership Taxation, SEC filings, Bookkeeping, General Ledger, GAAP, Peachtree, Sales Tax, Financial Statements, Financial Accounting, CPA, Tax Research, QuickBooks, International Tax, Financial Analysis, Corporate Tax, Account Reconciliation, Auditing, ProSystem fx Tax, Sarbanes-Oxley Act, Journal Entries, Fixed Assets, Bank Reconciliation, Financial Reporting, External Audit, Management Accounting, Sarbanes-Oxley, Cost Accounting, Financial Statement..., Accruals, Cash Flow Forecasting, Accounts Receivable, Cash Flow, Tax Law, Accounts Payable, Variance Analysis
Education
Zicklin Graduate School of Business at Baruch College 2013 — 2014
Master's degree, Taxation
Baruch College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Deloitte CRG February 2014 - Present
LCG Capital July 2010 - February 2014
CP Advisors July 2007 - July 2010
Siena Technologies, Inc. March 2006 - July 2007
Carmichael Films January 2002 - March 2006
Vested Capital Partners January 2000 - January 2002
The Knot November 1998 - January 2000
London & Leeds Development Corporation October 1997 - April 1999
Ernst & Young October 1993 - October 1997
Rosen Seymour Shapss Martin & Company LLP November 1990 - October 1993
Skills
Mergers, Financial Modeling, Due Diligence, Public Speaking, Valuation, Investment Banking, Business Valuation, Financial Analysis, Corporate Finance, Private Equity, Venture Capital, Restructuring, Corporate Development, Business Advising, Business Development, Mergers & Acquisitions, Relation Management, Negotiation, Strategic Planning, New Business Development, Finance, Advising Clients, M&A Negotiations, Start-ups, Management, Divestitures, Investor Relations
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance and International Business
University at Albany, SUNY 1986 — 1990
BS, Accounting
KGS LLP November 2014 - Present
Kweit Mantell & DeLucia, LLP October 2013 - October 2014
Wiss & Company, LLP November 2005 - October 2013
Plainview Old Bethpage Central School District January 2009 - June 2013
FDR Services Corp March 2005 - November 2005
Acme Architectural Products January 2001 - March 2005
H Verby Co 1998 - 2001
Rosen Seymour Shapss Martin & Company LLP February 1993 - November 1998
Skills
FAS123R, FAS, US GAAP, Cost Segregation, Small Business, GoSystems, Auditing, Financial Analysis, Corporate Tax, GAAP, SEC filings, Tax Preparation, Tax, ProSystem fx Tax, CPA, Partnership Taxation, Tax Accounting, Financial Reporting, General Ledger, Financial Statements, Assurance, Financial Accounting, Tax Returns, Income Tax, Fair Value, Accounting, Sarbanes-Oxley Act, Tax Research, Forensic Accounting, Internal Controls, QuickBooks
Education
University at Albany, SUNY 1971 — 1975
BS, Accounting
Aegean Bunkering (USA) LLC February 2015 - Present
MDSL July 2013 - February 2015
Lydell NYC August 2012 - June 2013
Rosen Seymour Shapss Martin & Company LLP January 2013 - April 2013
The Law Offices of Sung & Hum March 2011 - August 2012
Sigma Alpha Delta Honor Society January 2011 - May 2011
Skills
QuickBooks, Microsoft Excel, Accounting, Microsoft Word, Outlook, Microsoft Office, Financial Reporting, Bookkeeping, Tax, Financial Accounting, Accounts Payable, Account Reconciliation, Budgets, Auditing, Accounts Receivable, General Ledger, Financial Analysis, Tax Accounting, Access, SQL
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor in Business Administration, Accounting, 3.81/4.00 Magna Cum Laude
PwC January 2011 - Present
Butler Capital (a family office) October 2009 - February 2010
Accounting 2009 - 2010
Berdon LLP July 2008 - April 2009
Rosen Seymour Shapss Martin & Company LLP October 2005 - January 2008
RSM & Co 2000 - 2003
Skills
Corporate Tax, GAAP, Financial Analysis, US GAAP, Financial Modeling, Assurance, General Ledger, Consolidation, Internal Audit, Tax Preparation, Accounts Payable, Accounts Receivable, Accounting
Education
AICPA 2004 — 2004
CPA, Accounting and Tax
University of Mumbai 2001 — 2003
Master, Accounting
R A Podar 1991 — 1995
B com, Accounting
Mount Pleasant Cottage School District August 2014 - Present
Nomorerack June 2013 - July 2014
Rosen Seymour Shapss Martin & Company LLP February 2013 - April 2013
Dr. Dagli's Pediatrics Office September 2007 - February 2013
Fleming Gulf June 2012 - August 2012
Skills
QuickBooks, Accounting, Financial Statements, Spreadsheets, Payroll, Journal Entries, Financial Accounting, Bank Reconciliation, Financial Reporting, PowerPoint, Microsoft Excel, Analysis, Outlook, Invoicing, Microsoft Word
Education
City University of New York-Baruch College 2009 — 2013
Bachelor, Business Administration; Accounting
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Indiana University Kelley School of Business January 2013 - Present
Jana North America, Inc. June 2015 - August 2015
Rosen Seymour Shapss Martin & Company LLP 2012 - 2014
Ramaquois Day Camp June 2013 - August 2013
Skills
Quantitative Analytics, Communication, Competitive Analysis, Account Management, Leadership, Teamwork, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Access, Research, Public Speaking, Event Planning
Education
Indiana University Bloomington 2013 — 2017
Major - Finance/ Minor - Entrepreneurship and Corporate Innovation
CBIZ MHM, LLC October 2012 - Present
CohnReznick LLP November 2011 - October 2012
Rosen Seymour Shapss Martin & Company LLP October 2008 - October 2011
Skills
U.S. GAAP, Federal Taxation, U.S. GAAS, ProSystem fx Tax, CCH ProSystem fx, Caseware, Technical Accounting..., IFRS, US GAAP, Tax, Financial Statements, SEC filings
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
Bachelor's in Business Adminstration, Public accountancy, Overall GPA 3.6, Major GPA 3.85
Kingsborough Community College 2003 — 2005
Associates in Applied Science, Accounting, Overall GPA 3.6
Prudential Financial September 2013 - Present
The Goldstein Group May 2012 - August 2012
Rosen Seymour Shapss Martin & Company LLP May 2011 - August 2011
Skills
Telecommunications, Wireless, Team Leadership, GSM, Microsoft Office, Windows, Marketing, Communication Skills, Sports, Research, Microsoft Excel, Communication, Project Management, Social Media, Advertising, Sales, Public Speaking
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), Telecommunications Management with a concentration in industry and management.
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), Telecommunications
Anchin, Block & Anchin LLP 2013 - 2013
Brothers Pizza Inc 2011 - 2013
WithumSmith+Brown 2010 - 2013
Rosen Seymour Shapss Martin & Company LLP 2007 - 2009
Skills
Microsoft Office, HTML, Internet Research, Adobe Acrobat, SharePoint, Practice Management, Niche Marketing, Proposal Writing, Social Media Marketing, Event Planning, Microsoft CRM, Speaking Engagements, PowerPoint development, Leadership, Marketing, Event Management, Online Research, Strategic Partnerships, Advertising, Public Speaking, B2B Marketing, Email Marketing, CRM, Newsletters, Social Networking, Marketing Communications, Editing
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Marketing Management
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP July 2013 - November 2014
Anchin, Block & Anchin LLP June 2006 - July 2013
Berdon LLP November 2000 - June 2006
Perelson Weiner LLP September 1999 - October 2000
A. Uzzo & Company 1996 - 1998
Skills
Tax, Income Tax, Tax Returns, E-file, GoSystems, Tax Preparation, US Tax, Tax Research, CPA, High Net Worth...
Education
New York University School of Law 2003 — 2007
LL.M, Taxation
New York Law School 1991 — 1994
JD, Law
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP September 2002 - October 2014
Skills
CPA, US GAAP, Accounting, Auditing, Tax, Due Diligence, GAAP, Tax Research, Financial Statements, Tax Returns, Financial Reporting, Financial Accounting
Education
SUNY Binghamton 1999 — 2001
Bachelor of Science (B.S.), Accounting
Nassau Community College 1997 — 1998
Associate of Science (A.S.), Accounting
Janover LLC August 2013 - Present
Janover LLC August 2013 - Present
Rosen Seymour Shapss Martin & Company LLP June 2010 - July 2013
Comfort Keepers August 2005 - June 2010
Snyder & Snyder LLP February 2002 - August 2005
Cooper & McCann, LLP December 1999 - February 2002
Shearman & Sterling LLP October 1996 - December 1999
Sable Makoroff & Gusky, LLP 1987 - 1996
Skills
QuickBooks, CCH ProSystem fx, Profx, 1099-etc, Microsoft Office, Microsoft Excel, Microsoft Word, Wordperfect, CFS Payroll and Sales..., XCM, General Ledger, Auditing, Bookkeeping, Financial Accounting, Payroll, Financial Statements, Financial Reporting, Finance, Tax Returns
Education
Community College of Allegheny County 1982 — 1984
Associate's degree, Accounting
Bradford School 1982 — 1983
Business with Legal Specialization, Legal Studies, General
Parkway West Career and Technology Center 1980 — 1982
Diploma - Accounting, Accounting and Business/Management
Rosen Seymour Shapss Martin & Company LLP December 1979 - Present
Skills
Tax Preparation, Income Tax, Tax, Accounting, Financial Reporting, Strategic Financial..., Corporate Tax, Tax Returns, Financial Analysis, Business Valuation, Estate Planning, CPA, High Net Worth..., Partnership Taxation, Tax Accounting, Tax Research, GAAP, SEC filings, Trusts, Tax Advisory, S Corporations, US GAAP, QuickBooks
Education
Iona College
Frequency Electronics April 2010 - Present
Arrow Electronics July 2005 - April 2010
Rosen Seymour Shapss Martin & Company LLP September 2000 - June 2005
Skills
Accounting, Financial Reporting, Internal Controls, Account Reconciliation, Auditing, Consolidation, CPA, Financial Statements, Forecasting, GAAP, Inventory Management, Microsoft Excel, Microsoft Office, Microsoft Word, SEC filings, Sarbanes-Oxley Act, US GAAP, Variance Analysis
Education
Queens College 1993 — 1999
Mitchell J. Rubin, CPA December 2014 - Present
Citrin Cooperman October 2014 - December 2014
Rosen Seymour Shapss Martin & Company LLP January 2009 - October 2014
Miller, Ellin & Company, LLP February 2000 - December 2008
Bennett Kielson 1990 - 2000
Laventhol & Horwath LLP 1981 - 1990
Mitchell & Titus, LLP May 1979 - June 1981
Skills
Accounting, Auditing, Tax, Mergers, Financial Reporting, SEC reporting, GAAP, Mergers & Acquisitions, Tax Preparation, Due Diligence, Corporate Tax, Tax Accounting, International Tax, CPA, Corporate Finance, Financial Analysis, Tax Advisory, Partnership Taxation, SEC filings, Internal Controls, Assurance, Income Tax, Financial Accounting, Consolidation, US GAAP, Tax Returns, Tax Research, Tax Law, Private Equity, S Corporations, Sarbanes-Oxley Act, Business Valuation, Revenue Recognition, Forensic Accounting, External Audit, High Net Worth..., Sales Tax, QuickBooks, General Ledger, Financial Statements, Financial Audits, Strategic Financial..., Internal Audit, Fixed Assets, Trusts, IFRS, Public Companies, Bookkeeping, Financial Planners, Finance
Education
State University of New York at Albany 1973 — 1977
Bachelor of Science (B.S.), Accounting
University at Albany, SUNY 1973 — 1977
BS, Accounting
wantagh high school 1969 — 1973
Reid Glynn, LLP January 2011 - Present
Rosen Seymour Shapss Martin & Company LLP 2010 - 2011
Satterlee Stephens Burke & Burke LLP March 2005 - August 2009
Dunnington 1995 - 2005
Skills
Estate Planning, Trusts, Tax, Estate Law, High Net Worth..., Tax Law, Asset Protection, LLC, Tax Advisory, Appeals, CPA, Corporate Tax, Income Tax, Commercial Litigation, Estate Administration, Wealth, Tax Preparation, Mergers & Acquisitions, Financial Planners, Financial Advisory, Bankruptcy, Tax Accounting, Tax Returns, Business Formation, Wills, Partnership Taxation, Estate Tax Planning, Inheritance Tax Planning, Private Equity, Elder Law, Corporate Law, Guardianship, Powers of Attorney, Family Business, Tax Research, Immigration Law, Alternative Dispute..., International Tax, Financial Planning
Education
Brooklyn Law School 1988 — 1991
J.D.
Vassar College 1984 — 1988
B.A., English
Berdon LLP July 2012 - Present
Price Waterhouse Coopers October 2010 - June 2012
Rosen Seymour Shapss Martin & Company LLP 2005 - 2010
Skills
Valuation, GAAP, Tax, US GAAP, Financial Reporting, Accounting, Private Equity, Asset Managment, Financial Analysis, Auditing, Corporate Finance, Capital Markets, Equities, SEC filings, CPA, Internal Controls, Financial Accounting, Financial Statements, Tax Accounting, Sarbanes-Oxley Act, Tax Preparation, Due Diligence, Income Tax
Education
Touro College 2001 — 2005
Bachelor of Science (BS), Accounting
IDEA NUOVA INC. September 2013 - Present
Rapid Realty July 2013 - Present
CFY November 2012 - May 2013
Advanced Electric, Inc April 2008 - November 2012
KPMG November 2010 - September 2011
Rosen Seymour Shapss Martin & Company LLP August 2005 - April 2008
Skills
Financial Reporting, Audit, Auditing, Accounting, Accounts Payable, Bank Reconciliation, Tax Preparation, Interaction with clients, Word, Excel, Social Media, Pro System FX, Engagement Manager, Fund EZ, Expense Watch, PowerPoint, Tax, Microsoft Excel, Microsoft Word, Finance, Corporate Tax, Fund Accounting, Tax Accounting, Real Estate, Rentals, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Property Management, Residential Homes, Relocation, Selling, Listings, Marketing, Negotiation, Account Reconciliation, QuickBooks, Journal Entries, Letters of Credit, Wire Transfers, Sales
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
BBA, Accounting
Marcum LLP June 2015 - August 2015
EXEC Card August 2014 - May 2015
Rosen Seymour Shapss Martin & Company LLP June 2014 - August 2014
Skills
Accounting, Spanish, Microsoft Excel, Entrepreneurship, Organization, Strategic Leadership, Motivation, Open Minded, High level of initiative, Challenge Driven, ProSystem fx Tax, PowerPoint, Management, Public Speaking, Microsoft Word, Spanish-speaking, Teamwork
Education
Penn State University 2012 — 2016
Bachelors of Science in Accounting Minor in Spanish
Arrow Electronics September 2014 - Present
Arrow Electronics March 2010 - September 2014
Arrow Electronics 2008 - 2010
Arrow Electronics 2005 - 2008
interpublic group of companies 2000 - 2005
Rosen Seymour Shapss Martin & Company LLP 1998 - 2000
Skills
Sarbanes-Oxley Act, Forecasting, Internal Controls, Process Improvement, Financial Reporting, Accounting, Financial Analysis, Management, US GAAP, Account Reconciliation, Consolidation, GAAP, Microsoft Excel, Financial Statements, Financial Accounting, Variance Analysis
Education
Hofstra University 1994 — 1998
Bachelor of Science (BS), Accounting
First Eagle Investment Management April 2014 - Present
Broadridge Financial Solutions February 2013 - April 2014
Broadridge Financial Solutions August 2011 - January 2013
Broadridge Financial Solutions September 2009 - August 2011
Rosen Seymour Shapss Martin & Company LLP January 2009 - April 2009
Harold Levinson Associates July 2008 - December 2008
The Leading Hotels of the World September 2007 - May 2008
Westbury Manor September 2006 - December 2007
Home Design Realty October 2005 - September 2007
Skills
Tax, Auditing, Pivot Tables, Accounting, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Financial Accounting, Budget, Financial Analysis, Microsoft Excel, Accruals, Internal Controls, Invoicing, Spreadsheets, Budgets, Variance Analysis, Finance, Analysis, Forecasting, Strategic Financial..., Financial Forecasting, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Catalyst, a WPP Agency July 2014 - Present
Marks Paneth & Shron LLP August 2013 - Present
Rosen Seymour Shapss Martin & Company LLP November 2011 - August 2013
Joseph Calandra, CPA August 2011 - November 2011
Skills
QuickBooks, Accounting, Bookkeeping, Accounts Payable, Tax Returns, Payroll, Account Reconciliation, Journal Entries, Tax Preparation, General Ledger, Accounts Receivable, Financial Accounting, Financial Reporting, Tax, Financial Statements, Bank Reconciliation, Auditing, Fixed Assets, GAAP, Public Speaking, Idea Generation, Microsoft Office, Microsoft Excel, Team Leadership, Adobe Creative Suite, Writing, Social Media, Social Networking, Social Skills, Strategic Planning, Corporate Tax, US GAAP, Internal Controls, Tax Accounting, Financial Analysis, External Audit, Sarbanes-Oxley Act, IFRS, Outlook, Budgets, Microsoft Word, Cash Flow, Tax Research, ProSystem fx Tax, Partnership Taxation, Accruals, Financial Audits, Sarbanes-Oxley, Financial Statement..., Invoicing
Education
State University of New York at Albany 2007 — 2011
B.S., Accounting
University at Albany, SUNY 2007 — 2011
B.S. Accounting, Accounting and Finance
Rosen Seymour Shapss Martin & Company LLP December 2009 - Present
Meaden & Moore 2008 - 2009
Skills
VBA, Financial Modeling, CCH ProSystem fx, Fixed Assets, Tax Research, Valuation, Equities, Fixed Income, Revenue Recognition, S Corporations, Tax Accounting, Consolidated Financial..., Tax Advisory, Auditing, Accounting, Internal Controls, Financial Accounting, Financial Statements, Financial Reporting, ProSystem fx Tax, Financial Analysis, Tax
Education
Hofstra University 2005 — 2008
Accounting
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP November 2012 - November 2014
SEFCU October 2011 - May 2012
New York Presbyterian Hospital May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Bookkeeping, Financial Reporting, Customer Service, Tax, Auditing, Research, English, Income Tax
Education
State University of New York at Albany 2006 — 2012
Master of Business Administration (MBA), Human Resource Information systems
HBO July 2012 - Present
HBO October 2011 - July 2012
HBO March 2009 - October 2011
Merrill Lynch October 2007 - March 2009
Rosen Seymour Shapss Martin & Company LLP July 2005 - October 2007
Skills
Accounts Payable, General Ledger, Auditing, Sarbanes-Oxley Act, Financial Reporting, Accounting, GAAP, Fixed Assets, Account Reconciliation
Education
Pace University 2001 — 2005
Bachelor's degree, Accounting
Pace University - Lubin School of Business 2001 — 2005
BBA, Accounting
Raich Ende Malter & Co., LLP August 2014 - Present
ArthurJCPA September 2012 - Present
Marcum LLP December 2013 - April 2014
WithumSmith+Brown July 2013 - December 2013
Imowitz Koenig & Co., LLP August 2011 - September 2012
State Street November 2009 - August 2011
PwC November 2006 - November 2009
Rosen Seymour Shapss Martin & Company LLP September 2004 - October 2006
Skills
CPA, Big 4
Education
Pace University 2000 — 2004
BBA Public Accounting, Accounting and Finance
American University of Rome 2003 — 2003
Sping 2003 Semester, Business Administration and Management, General
Tottenville High School
Tottenville High School
Rosen Seymour Shapss Martin & Company LLP DirectorNordoff-Robbins Music Therapy Foundation2008 - 2010
Skills
Partnership Taxation, Corporate Tax, Tax, Income Tax, Tax Research, Consolidated Returns, Tax Preparation, Tax Advisory, ProSystem fx Tax, Tax Accounting, Tax Returns, High Net Worth..., Financial Analysis, Tax Law, Financial Accounting, S Corporations, Microsoft Word, CPA, Estate Planning, LLC, Trusts, QuickBooks
Education
University of Pennsylvania
Bunge January 2015 - Present
Phelps Memorial Hospital September 2013 - December 2014
Phelps Memorial Hospital June 2011 - August 2013
Rosen Seymour Shapss Martin & Company LLP November 2010 - March 2011
Fulvio and Associates, L.L.P. May 2009 - August 2009
Westchester County Police Department May 2007 - August 2007
Skills
Microsoft Excel, QuickBooks, Event Planning, Human Resources, Payroll, Budgets, Microsoft Word, HRIS, Onboarding, PowerPoint, Applicant Tracking..., Performance Metrics, Data Analysis, Data Entry, Finance, Auditing, Time Management, Social Media, Recruiting, Public Speaking, Research, Microsoft Office, Customer Service, Benefits Administration, Outlook, Accounting
Education
Pace University 2011 — 2014
MBA, Strategic Management and Human Resources Management
Binghamton University - School of Management 2007 — 2010
B.S., Accounting, Economics
SUNY Albany 2006 — 2007
Sigma Iota Epsilon
Adellco LLC July 2013 - Present
Berdon LLP August 2004 - June 2013
Rosen Seymour Shapss Martin & Company LLP September 2001 - August 2004
Skills
GAAP, Auditing, Accounting, CPA, Tax Preparation, US GAAP, Financial Reporting, External Audit, Real Estate, Microsoft Office, Commercial Real Estate, Financial Analysis, Financial Statements, Tax
Education
University of Maryland College Park 1997 — 2001
Bachelor of Science, Accounting
Plainview-Old Bethpage John F. Kennedy High School 1993 — 1997
Ralph Lauren July 2013 - Present
Ralph Lauren November 2012 - June 2013
IPPOLITA March 2011 - October 2012
BNY Mellon September 2010 - February 2011
The Nanz Company April 2009 - February 2010
Rosen Seymour Shapss Martin & Company LLP 2006 - 2009
Skills
Accounting, Auditing, Internal Controls, Forecasting, Financial Statements, QuickBooks, Budgets, Accounts Payable, Accounts Receivable, Payroll, Finance, Microsoft Excel, Navision, Fishbowl, GAAP, SAP, Account Reconciliation, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, General Ledger
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2006
MBA in Professional Accountng, Accounting, Tax Accounting & Law, Business Analysis
University of Michigan 1998 — 2002
Bachelors of Arts, Econcomics, Microeconcomic & Macroeconomic theory
WeiserMazars LLP November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP January 2009 - November 2014
Miller Ellin & Company 1995 - 2008
Skills
Financial Reporting, Financial Analysis, GAAP, Accounting, Auditing, Financial Accounting, Corporate Tax, Tax Preparation, Tax, US GAAP
Education
Baruch College, City University of New York (CUNY) 1990 — 1992
MS, Taxation
University at Albany, SUNY 1978 — 1982
BS, Accounting
IN Marketing Services August 2009 - Present
The Nielsen Company March 2005 - July 2009
MSI/Strategic, Inc., Westport, CT June 2004 - February 2005
Clarion Marketing & Communications/Arc Worldwide January 1998 - April 2004
Rosen Seymour Shapss Martin & Company LLP September 1996 - December 1997
Skills
Marketing, Shopper Marketing, Market Research, Customer Insight, Strategy, Marketing Strategy, Research Implementation, Retail Marketing, Creative Problem Solving, Client-centric, Consumer Behaviour, Research, Analytics, Marketing Activation, Marketing Communications, Research Design, Client-focused, Microsoft Office, Partnership Marketing, Integrated Marketing, Loyalty Marketing, Digital Strategy, Mobile Marketing, Account Management, Client-oriented, Nielsen, FMCG, Marketing Research, Segmentation, Consumer Insight, Competitive Analysis, Strategic Planning, Market Analysis, Spectra, Consumer Marketing, Business Insights, Marketing Analytics, Cross-functional Team..., Client Services, Management, Business Strategy, Competitive Intelligence, Creative Strategy, Consumer Products, Marketing Management, Thought Leadership, Data Analysis, Brand Management
Education
Binghamton University - School of Management
Bachelor of Science, Accounting
P. Schoenfeld Asset Management LP August 2001 - Present
Rothstein Kass October 1999 - August 2001
Rosen Seymour Shapss Martin & Company LLP January 1999 - October 1999
Skills
Fund Of Funds, Alternative Investments, Corporate Finance, Derivatives, Hedge Funds, Financial Analysis, Bloomberg, Equities, Fixed Income, Financial Reporting, Financial Modeling, Fund Accounting, US GAAP, Securities, Valuation, Private Equity, Due Diligence, Asset Management
Education
State University of New York at Binghamton 1994 — 1998
BS, Accounting & Concentration in International Business Management
WeiserMazars LLP November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP January 2009 - November 2014
Miller Ellin and Company, LLP January 2006 - December 2008
Perelson Weiner LLP January 2005 - December 2005
Skills
Corporate Tax, Partnership Taxation, Tax Accounting, Tax Research, GAAP, High Net Worth..., Accounting, Tax Preparation, Tax Advisory, Auditing, ProSystem fx Tax, Tax, CPA, Tax Returns, Income Tax, Trusts, Estate Planning, US GAAP, QuickBooks, CCH ProSystem fx, S Corporations, Financial Reporting
Education
Touro College 2002 — 2004
M&T Bank August 2013 - Present
Rosen Seymour Shapss Martin & Company LLP January 2005 - January 2012
Rosen Seymour Shapss Martin & Company LLP January 2005 - January 2012
The Teagle Foundation January 2008 - March 2008
Skills
Valuation, Financial Modeling, Series 7, Mergers & Acquisitions, Accounting, Investments, Portfolio Management, Finance, Auditing, Strategy, Due Diligence
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
University of Colorado, The Leeds School of Business 2000 — 2004
Bachelor's degree, Business Administration; Management
Investment Banking Institute
Prager Metis CPAs, LLC June 2015 - Present
Rosen Seymour Shapss Martin & Company LLP October 2010 - Present
Ernst and Young May 2006 - October 2010
Skills
Tax, Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Payroll, Hedge Funds, Forecasting, Microsoft Excel, Leadership
Education
Boston University Questrom School of Business 2002 — 2006
Roslyn High School
Rosen Seymour Shapss Martin & Company LLP March 1988 - Present
Education
City University of New York-Hunter College 1984 — 1987
Strategies for Wealth January 2012 - Present
Rockwood Real Estate Advisors December 1996 - December 2011
Rosen Seymour Shapss Martin & Company LLP 1986 - 1996
Adam Young 1979 - 1986
Education
Iona College 1976 — 1980
MBA, Accounting
Columbia College (NY) 1965 — 1966
MS, Spanish
Boston University
BS, Languages
Sunham Home Fashions June 2006 - Present
Vyteris November 2007 - January 2012
Rosen Seymour Shapss Martin & Company LLP October 1998 - June 2006
Berenson LLP June 1985 - October 1998
Skills
Strategic Planning, Forecasting, Negotiation, Team Building, Manufacturing, Budgets, Mergers, Financial Analysis, Finance, Global Sourcing, Licensing, Accounting, Corporate Finance, Global Business..., Wholesale, Financial Reporting, Sourcing, Credit, Contract Negotiation, Credit Analysis, Risk Management, Mergers & Acquisitions, Business Planning, Pricing, New Business Development, Restructuring, Product Marketing, Global Operations, Strategic Leadership, Corporate Governance, Due Diligence
Education
State University of New York at Albany 1983 — 1985
Bachelor of Science (BSc), Accounting
Advantage Sales & Marketing January 2011 - June 2014
Advantage Sales & Marketing October 2007 - January 2011
Turner Broadcasting November 2005 - June 2007
Optimedia August 2003 - November 2005
Newview Technologies (Formerly e-Steel.com) January 2000 - August 2003
Rosen Seymour Shapss Martin & Company LLP September 1996 - January 2000
Skills
Financial Modeling, Financial Analysis, Pricing Analysis, Budgeting, Financial Reporting, Forecasting, Strategic Analysis, Critical Thinking, Supervisory Skills, Team Leadership, Month End Close, Auditing, Variance Analysis, GAAP, Finance, Budgets, Financial Accounting, Accounting, Analysis
Education
Binghamton University - School of Management
BS
Grassi & Co. September 2014 - Present
Rosen Seymour Shapss Martin & Company LLP January 2011 - August 2014
Kahn, Hoffman & Hochman, LLP August 1998 - December 2010
Education
Siena College 1977 — 1981
B.B.A., Accounting
New Vernon Capital 2008 - Present
Rothstein Kass 2004 - 2007
Marcum & Kliegman LLP 2004 - 2004
Rosen Seymour Shapss Martin & Company LLP 2001 - 2004
Phase2Media Inc 1999 - 2001
American Bank Note Holographics, Inc. 1998 - 1999
Goldstein Golub Kessler LLP 1994 - 1998
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Taxation
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Accountancy
Kahn, Hoffman & Hochman November 2005 - Present
Rosen Seymour Shapss Martin & Company LLP November 2005 - Present
Skills
GAAP, Auditing, Tax, Financial Reporting, US GAAP
Education
Saint Bonaventure University 2000 — 2004
BBA, Accounting
Deva & Associates September 2012 - Present
PwC September 2010 - April 2012
Rosen Seymour Shapss Martin & Company LLP 2009 - September 2010
MIller Ellin & Co, LLP December 2007 - December 2008
Skills
Accounting, Internal Controls, Financial Reporting, Auditing, GAAP, Financial Accounting, Quickbooks, Budgeting, Financial Analysis, Excel, Financial Planning, Audit, Manufacturing, Due Diligence, Word, Forecasting, US GAAP, Assurance, General Ledger, Revenue Recognition, Fixed Assets, Reconciliation, Consolidation, Tax Preparation, Partnership Taxation, Corporate Tax, Tax Accounting, Tax Research, CPA, Income Tax, Financial Statements, SEC filings, Tax
Education
Stony Brook University 2000 — 2004
BA, Economics
WNYC Radio December 2008 - Present
Duff & Phelps June 2003 - June 2008
Standard & Poor's Corporate Value Consulting June 2003 - September 2005
Walker Thomas Associates 1988 - 2003
Rosen Seymour Shapss Martin & Company LLP February 1998 - September 2000
Skills
Financial Analysis, Financial Modeling, Financial Planning, Corporate Finance, Budgeting
Education
Queens College 1990 — 1995
BA, Accounting
Acadia Realty Trust April 2012 - Present
Rosen Seymour Shapss Martin & Company LLP December 2008 - March 2012
JPMorgan Chase January 2004 - June 2008
Smith Barney January 2003 - June 2004
Skills
Payroll, Investments, Credit, Small Business, Banking, Brokers, Accounting, Tax, Audit, Auditing, Financial Reporting, Compliance, Accounts Payable, Bookkeeping, Quickbooks, Analysis, Budgeting, Accounts Receivable, Sales Tax, Reconciliation, Income Tax, Journal Entries, Tax Returns, General Ledger, Risk, Microsoft Office, Mutual Funds, Account Reconciliation, Customer Relations
Education
Pace University 2009 — 2012
MBA, Finance
Pace University
BA, Finance
Prudential Financial 2013 - Present
Neuberger Berman 2009 - 2013
Lehman Brothers / Neuberger Berman 2007 - 2009
Lehman Brothers / Neuberger Berman 2001 - 2007
Deutsche Bank / National Discount Brokers Group 1998 - 2001
Rosen Seymour Shapss Martin & Company LLP 1998 - 1998
Rutta & Company 1995 - 1998
Skills
Financial and Strategic..., Budget and Rolling..., Management Reporting..., Business Planning and..., Benchmarking and..., Financial Modeling..., Investor Relations, Acquisition and Liftout..., Compensation Plans..., Business Process..., Cost Control and..., Expense Allocation..., Capital Markets, Asset Managment, Budgets, Financial Modeling, Asset Management, Due Diligence, Valuation, Finance, New Business Development, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Investments, Business Strategy, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1997 — 2002
Master of Business Administration (M.B.A.), Finance & Management, 3.82
City University of New York-Queens College 1990 — 1995
Bachelor of Arts (B.A.), Biology, 3.9
ROSEN SEYMOUR SHAPSS MARTIN & COMPANY LLP August 2005 - Present
WEINICK SANDERS LEVENTHAL & COMPANY LLP May 1995 - August 2005
Skills
Tax, High Net Worth..., Estate Planning, Tax Compliance, Corporate Tax, Income Tax, Tax Preparation, Tax Accounting, Partnership Taxation, Tax Returns, Individual Taxation, S Corporations, Tax Services, Trusts, Federal Tax, Tax Research, Tax Advisory, CPA, Sales Tax, Tax Law, General Ledger, IRS, Financial Accounting, Estate Tax Planning, QuickBooks, LLC, Due Diligence, ProSystem fx Tax, International Tax, Financial Statements, SEC filings, Financial Planners, US Tax, Internal Controls, Auditing, External Audit, State Tax, Accounting, Sarbanes-Oxley Act, Assurance, Business Valuation, Fixed Assets, IFRS, Strategic Financial..., Financial Reporting, Consolidated Financial..., Revenue Recognition, Consolidation, Financial Analysis, Forensic Accounting
Education
Brooklyn College 1961 — 1967
Bachelor of Science (BS), Economics, B
IDT October 2002 - Present
KPMG October 1999 - September 2002
Grant Thornton August 1996 - October 1999
Rosen Seymour Shapss Martin & Company LLP 1993 - August 1996
Skills
SEC filings, XBRL, GAAP, Financial Reporting, Corporate Finance, Sarbanes-Oxley Act, Internal Controls, Restructuring, Strategic Planning, Forensic Accounting, Due Diligence, Internal Financial..., Financial System..., Shared Services, International Accounting, Mergers & Acquisitions, Internal Audit, Auditing, Accounting, Sarbanes-Oxley
Education
City University of New York-Brooklyn College 1986 — 1990
B.S. in Accounting, Accounting
The Source of Synergy Foundation, Inc. 2010 - Present
LifeWay Network, Inc. 2013 - 2014
Center for the Women of New York, Inc. 2010 - 2013
Gem Capital Management Inc. June 1995 - November 2008
Hoffberg, Oberfest Burger and Berger 1989 - 1995
Rosen Seymour Shapss Martin & Company LLP 1987 - 1989
Skills
QuickBooks including QB..., Accounts Receivable, Financial Statements, Nonprofits, Financial Analysis, Bookkeeping, Budgets, Microsoft Excel, CPA, Public Speaking, Project Planning, Teamwork, Grant Writing, Program Development, Volunteer Management, Microsoft Office, Non-profits, QuickBooks, Auditing, General Ledger, Pastoral Care, Religion, Account Reconciliation, Tax Preparation, GAAP
Education
The Jewish Theological Seminary 1995 — 2005
DHL( Doctor of Hebrew Literature), Jewish Philosophy
Baruch College, City University of New York (CUNY) 1981 — 1986
MBA, accountancy
Pall Corporation August 2008 - Present
IFF January 2006 - July 2008
Sony Music Entertainment January 2001 - September 2005
D'Arcy January 1999 - January 2001
Rosen Seymour Shapss Martin & Company LLP September 1997 - October 1998
Education
Binghamton University - School of Management 1993 — 1997
BS, Accounting
Anchin, Block & Anchin LLP February 2014 - Present
Rosen Seymour Shapss Martin & Company LLP January 2011 - December 2013
Furniturama, Inc. September 1995 - February 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Customer Service, QuickBooks, Financial Accounting, Financial Analysis, Bookkeeping, Financial Reporting, Teamwork, Auditing, Tax, Tax Preparation, Financial Statements, Tax Returns, Corporate Tax, Retail, Inventory Management, Sales, Strategic Planning, Budgets, Due Diligence, GAAP, US GAAP, Tax Accounting, General Ledger, Business Valuation, Income Tax, Financial Audits, Partnership Taxation, ProSystem fx Tax, Outlook, Fixed Assets, Payroll, Accounts Receivable, External Audit, CPA, Finance, Negotiation, New Business Development, Marketing, Management, Social Media
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
Bachelor of Business Administration (BBA), Finance, General
Rosen Seymour Shapss Martin & Company LLP
Skills
Budgets, Accounting, Microsoft Office, Strategic Planning, Microsoft Excel, Microsoft Word, Customer Service, Financial Reporting, Negotiation, Tax, Project Management, Public Speaking, Teaching, Financial Analysis
Education
Manhattan College
Bachelor's degree, Accounting
WeiserMazars LLP November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP January 2009 - October 2014
Rosen Seymour Shapss Martin & Company LLP January 2009 - October 2014
Miller Ellin & Company December 1984 - December 2008
Skills
Microsoft Excel, Strategic Planning, Budgets, Auditing, Financial Accounting, Accounting, Tax
Education
University of Hartford 1966 — 1970
Accounting
Israel Way September 2015 - Present
Citrin Cooperman November 2014 - August 2015
Rosen Seymour Shapss Martin & Company LLP November 2012 - November 2014
Merchant Cash and Capital LLC June 2011 - August 2011
BlissPR June 2010 - August 2010
pLot Multimedia Developers June 2009 - August 2009
Skills
Accounting, Microsoft Excel, Financial Accounting, Microsoft Office, QuickBooks, Excel, Auditing, Financial Reporting, General Ledger, GAAP, PowerPoint, Microsoft Word, Outlook, Access, Photoshop, CCH ProSystem fx, Word, HTML, Graphic Design, Financial Analysis, US GAAP, Internal Controls, Tax, Financial Statements, Logo Design, CaseWare, Dance, Yoga, Kabbalah
Education
Binghamton University - School of Management 2007 — 2012
MS/BS Honors, Accounting, Magna Cum Laude
Københavns Universitet 2009 — 2009
International Business
お茶の水女子大学 / Ochanomizu University 2008 — 2008
Japanese Language and Culture
Berkery, Noyes & Co., LLC July 2015 - Present
WeiserMazars LLP November 2014 - July 2015
Rosen Seymour Shapss Martin & Company LLP April 2014 - November 2014
Jetaport Inc February 2014 - April 2014
Executive Sounding Board Associates, LLC January 2010 - December 2010
Gerson Lehrman Group LLC June 2008 - August 2008
Prudential Centennial Realty June 2006 - August 2006
Skills
Accounting, Financial Due Diligence..., Auditing, Financial Analysis, Financial Reporting, Finance, Business Strategy, Valuation, Mergers & Acquisitions, Investment Banking, Investing, Capital Markets, Internal Controls, Corporate Governance, Economics, Corporate Finance, Financial Modeling, Asset Management, Analysis, Tax, Negotiation, Human Resources, Budget Forecasts, Microsoft Excel, QuickBooks, Microsoft Office, ERP Software, Start-ups, Capital IQ, CCH ProSystem fx, Due Diligence, Financial Statements, Management
Education
Cornell University 2005 — 2009
B.S, Industrial Labor Relations
Pace University - Lubin School of Business 2011 — 2012
Accounting
Bridgeways Inc. (F/K/A Xandros Inc.) February 2010 - Present
East Coast Capital Holdings, Ltd. November 2011 - Present
Drinks Americas Holdings, Ltd. November 2006 - October 2009
Rosen Seymour Shapss Martin & Company LLP December 1992 - November 2006
Skills
Internal Controls, Accounting, Financial Reporting, Due Diligence, Auditing
Education
Long Island University 1991 — 1992
Master of Science, Accounting, 3.65
State University of New York at Stony Brook 1984 — 1988
Bachelor of Science, Applied Mathematics & Statistics
AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
BOCA Group International September 2014 - Present
Rosen Seymour Shapss Martin & Company LLP January 2013 - April 2013
United International Bank January 2012 - January 2013
Skills
Accounting, Tax Preparation, Financial Statement..., Financial Statement..., Microsoft Office, ProSystem fx Tax, XCM Workflow, Bridger Insight, Fiserv Premier, QuickBooks, Tax
Education
Baruch College 2011 — 2013
Bachelor of Business Administration (BBA), Accounting, Senior
Binghamton University 2008 — 2012
Rosen Seymour Shapss Martin & Company LLP December 2012 - June 2014
Gala Apple Inc. October 2010 - October 2012
U.S. Department of Commerce, Census Bureau February 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Customer Service, Asset Managment, Portfolio Management, Social Media Marketing, Business Development, Advertising, QuickBooks, Financial Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
AIG November 2013 - Present
BDO USA, LLP January 2012 - November 2013
Rosen Seymour Shapss Martin & Company LLP January 2006 - December 2011
Skills
US GAAP, SEC filings, GAAP, CPA, Internal Controls, Tax Research, Financial Analysis, Financial Statements, General Ledger, SEC Filings, Tax, Tax Accounting
Education
Penn State University
Accountancy
Raich Ende Malter & Co., LLP July 2011 - Present
Rosen Seymour Shapss Martin & Company LLP July 2008 - July 2011
PKF September 2004 - June 2008
Skills
Financial Reporting, SEC filings, GAAP, Accounting, US GAAP, Financial Analysis, Auditing, Tax Preparation, Tax Returns, Tax Accounting, Financial Accounting, Tax Advisory, Consolidated Financial..., Income Tax, Sarbanes-Oxley, Financial Statements, CPA, Assurance, FASB, External Audit, Internal Controls, Tax Research, Tax, S Corporations, Corporate Tax, Partnership Taxation
Education
Queens College 1998 — 2002
BA, Accounting
Ernst & Young December 2010 - Present
Rosen Seymour Shapss Martin & Company LLP November 2009 - December 2010
Knickerbocker Management January 2007 - November 2009
Skills
ProSystem fx Tax, Tax Returns, Tax Preparation, GAAP, Tax, Journal Entries, Income Tax, Tax Research, Corporate Tax, Accounting, General Ledger, Financial Reporting, CPA, SEC filings, External Audit, Internal Controls, Financial Statements, Auditing
Education
Baruch College 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accountancy
Smallberg Sorkin & Co 2011 - 2011
Rosen Seymour Shapss Martin & Company LLP 2004 - 2010
Strauss Comas & Modansky LLP 2001 - 2004
GT Systems, Inc 2000 - 2001
Ogilvy Healthworld 1990 - 2000
Strauss & Comas PC CPA's 1974 - 1990
David I Schachne, CPA 1972 - 1974
Education
Baruch College, City University of New York (CUNY) 1969 — 1974
BBA, Accounting, History
Poole & Associates January 2013 - Present
Dewey & LeBoeuf LLP 2010 - 2012
Rosen Seymour Shapss Martin & Company LLP 2009 - 2010
Grant Thornton LLP 2007 - 2009
Skills
Income Tax, Tax Preparation, Tax Accounting, Tax Advisory, GAAP, Financial Analysis, Financial Reporting, Account Reconciliation, QuickBooks, CCH ProSystem fx, GoSystems, BNA Tax Planner, Microsoft Excel, Microsoft Word, Elite, PowerPoint
Education
Queen's College 2005 — 2007
Master, Accounting
Queen's College 2003 — 2005
Bachelor, Accounting Information Systems
Harold Levinson Associates September 2012 - Present
AXA Equitable 2005 - 2012
Philip Morris, USA 2000 - 2004
Rosen Seymour Shapss Martin & Company LLP 1998 - 2000
Education
Binghamton University - School of Management 1994 — 1998
BS, Accounting
National Envelope 1997 - July 2011
Rosen Seymour Shapss Martin & Company LLP 1986 - 1997
Skills
GAAP, Financial Reporting, Consolidation, Accounting, General Ledger, Variance Analysis, Payroll, Cost Accounting, Account Reconciliation, Internal Controls, PeopleSoft, Budgets, ADP Payroll, JD Edwards, Cash Flow, CPA, Cash Management, Financial Accounting, Accounts Receivable, Auditing, Revenue Recognition, SEC filings, Accounts Payable, Sarbanes-Oxley Act, Tax, Financial Analysis, US GAAP, Fixed Assets
Education
Pace University-Pleasantville/Briarcliff Campus 1982 — 1986
BBA, Public Accounting
Rosen Seymour Shapss Martin & Company LLP 2012 - Present
Shanholt Glassman Klein Kramer & Co. CPA 2008 - 2012
Skills
General Ledger, Auditing, Bookkeeping, QuickBooks, Journal Entries, Accounting, Tax, Financial Reporting, GAAP, US GAAP, Tax Preparation, Financial Statements
Education
City University of New York-Hunter College 2004 — 2008
Bachelor's Degree, Accounting
Newtown High School 2000 — 2004
Rosen Seymour Shapss Martin & Company LLP September 2007 - Present
Rosman and Company 2004 - August 2007
Skills
QuickBooks, Payroll Taxes, Sales Tax, Accounting, Financial Accounting, Tax Returns, GAAP, Tax, Tax Preparation, Income Tax, General Ledger, Financial Reporting, Internal Controls
Education
St. John's University 1996 — 2000
Bachelor's Degree, Accounting
Grassi & Co. September 2014 - Present
Rosen Seymour Shapss Martin & Company LLP September 2011 - September 2014
Skills
General Ledger, Financial Reporting, Accounting, Auditing, Journal Entries, Fixed Assets, Account Reconciliation, Tax Preparation, Tax Returns, Financial Accounting, Financial Statements, Corporate Tax
Education
Saint Thomas Aquinas College 2007 — 2011
Bachelor of Science (BS), Accounting
Verint-Systems May 2013 - Present
Verint-Systems October 2007 - May 2013
BDO USA, LLP November 2005 - September 2007
Rosen Seymour Shapss Martin & Company LLP September 2001 - November 2005
Skills
Financial Reporting, Accounting, US GAAP, Microsoft Excel, Microsoft Word, Oracle, Analysis, Auditing, Accruals, Fixed Assets
Education
SUNY Binghamton 1997 — 2001
Bachelor's degree, Accounting
State Street 2009 - 2011
McGladrey June 2008 - May 2009
PwC January 2007 - May 2008
Rosen Seymour Shapss Martin & Company LLP January 2006 - May 2006
Skills
Accounting, Hedge Funds, Hedge Accounting, Tax Accounting, Fast Tax, ProSystem fx Tax, GoSystems, MasterTax, CCH Research, Tax, Research, Microsoft Office, Microsoft Excel, Outlook, Access, Restaurants
Education
Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
WeiserMazars LLP December 2014 - Present
The Park Avenue Synagogue September 2013 - December 2014
Rosen Seymour Shapss Martin & Company LLP July 2013 - September 2013
Rosen Seymour Shapss Martin & Company LLP July 2010 - July 2013
Miller Ellin & Co LLP February 2007 - December 2009
Education
Hofstra University 2002 — 2006
Bachelor of Science (BS), Accounting
Citrin Cooperman November 2014 - Present
Rosen Seymour Shapss Martin & Company LLP October 2007 - November 2014
PKF 2005 - 2007
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis, QuickBooks, Tax, Financial Accounting, Income Tax, Internal Controls, GAAP
Education
Iona College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting