The Bonadio Group
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The Bonadio Group Employees
Heartland Payroll October 2005 - Present
Morgan Communities (Morgan Management LLC) July 2004 - September 2005
Progressive Machine and Design January 2004 - June 2004
Comforce Information Tech July 2002 - October 2003
Harris Interactive Media April 2000 - June 2002
Arthur Andersen LLP May 1999 - April 2000
The Bonadio Group May 1994 - May 1999
Cortland Brovitz & Company July 1993 - May 1994
Walsh Morga & Company PC September 1989 - July 1993
Skills
Credit Analysis, Credit Risk, ACH Analysis, Revenue Reconciliation, Accounts Receivable, Accounting, ACH, Financial Reporting, Risk Management, Sales Administration, Analysis, Financial Services, Banking, Customer Service, Employee Benefits, Payroll, Account Management, Management
Education
Finger Lakes Community College
St. John Fisher College
Bachelor of Science (B.S.), Management, Minor In Accounting
HDR April 2011 - Present
Austin & Co., Inc November 2009 - September 2010
The Bonadio Group December 2006 - January 2009
Skills
Training, Proposal Writing, Analysis, Management, Project Management, CRM, Budgets, Outlook, Time Management, Administrative..., Data Entry, PowerPoint, Accounting, Research, Editing, Employee Benefits
Education
Hudson Valley Community College 1999 — 2004
Associates, Business Administration
Hudson Valley Community College
The Forest Lawn Group January 2015 - Present
The Forest Lawn Group October 2014 - December 2014
The Bonadio Group November 2013 - October 2014
Gaines Kriner Elliott LLP September 2006 - November 2013
MOD-PAC Corp May 2005 - May 2006
Skills
Financial Audits, Financial Analysis, US GAAP, Business Valuation, Internal Controls, Analytic Thinking, Problem Solving, Reviews, Consolidated Financial..., Tax Preparation, Teaching, Supervising, Time Management, Maintaining Strong..., Microsoft Excel, Microsoft Office, QuickBooks, Great Plains Software, Peachtree, Tax, CPA, GAAP, Corporate Tax
Education
Canisius College 2005 — 2006
Master of Business Administration (MBA), Accounting
Canisius College 2001 — 2005
Bachelor of Science (BS), Accounting
Riehlman, Shafer & Shafer September 2010 - Present
City of Cortland, NY June 2012 - August 2013
St. Joseph's Hospital 2013 - 2013
The Bonadio Group January 2008 - April 2010
Skills
Accounting, Mergers & Acquisitions, Management, Human Resources, Contract Negotiation, Tax, Financial Statements, Administrative..., Research, Microsoft Excel, Microsoft Word, Corporate Law, Microsoft Office, Estate Planning, Real Estate, Small Business, QuickBooks, Notary Public
Education
Le Moyne College 2010 — 2011
Certificate, Human Resources Management/Personnel Administration, General
Le Moyne College 2005 — 2007
Bachelor of Science (BS), Accounting
CompleteSurvey October 2012 - Present
Self Employed Marketing Consultant 2004 - Present
Fiscal Advisors & Marketing, Inc. 2001 - 2005
SeeYou USA 2000 - 2005
The Bonadio Group 1990 - 2000
Skills
Marketing, Social Media Marketing, Digital Marketing, Marketing Communications, Advertising, Email Marketing, Direct Marketing, Social Media, Copywriting, Marketing Strategy, Online Advertising, Integrated Marketing, Branding & Identity
Education
Cazenovia College
Advertising Design
Citi October 2014 - Present
PwC August 2013 - September 2014
PwC September 2010 - August 2013
PricewaterhouseCoopers June 2009 - August 2009
Broome County Department of Audit and Control January 2009 - May 2009
The Bonadio Group June 2008 - August 2008
Skills
Accounting, Financial Accounting, CPA, Auditing, Financial Analysis, Sarbanes-Oxley Act, Insurance, Assurance
Education
Binghamton University 2006 — 2010
B.S., Accounting
Binghamton University - School of Management 2006 — 2010
Accounting
PwC September 2015 - Present
University of Denver February 2015 - Present
PwC June 2014 - August 2014
Independent Accounting & Finance Tutor May 2014 - June 2014
St. John Fisher College September 2013 - May 2014
Menchie's Frozen Yogurt August 2013 - January 2014
The Bonadio Group June 2013 - August 2013
Insero & Company CPAs, P.C. January 2013 - April 2013
Wegmans Food Markets August 2011 - January 2013
Zweigle's Inc. June 2012 - August 2012
Skills
Reading Comprehension, Analytical Skills, Logical Thinker, Accounting, Management, Customer Service, Auditing, PowerPoint, Leadership, Microsoft Excel, Teamwork, Microsoft Word, Tax, Research
Education
University of Denver - Sturm College of Law 2014 — 2015
Master of Taxation, Accounting and Taxation, GPA 3.2
St. John Fisher College 2012 — 2014
Bachelor of Science (B.S.), Accounting, Cumulative GPA 3.5 - Cum Laude
Monroe Community College 2009 — 2012
N/A, Business Administration and Management, General, Cumulative GPA 3.6
University of South Carolina-Columbia 2009 — 2010
Bachelor of Science (BS), Biology, General
Penfield High School 2005 — 2009
New York State Regents Diploma, General
PwC July 2013 - Present
PwC September 2012 - June 2013
Silva Gurtner & Abney, LLC November 2011 - April 2012
PAETEC Communications, Inc May 2009 - November 2011
The Bonadio Group November 2007 - May 2009
Callaway Golf Company May 2007 - October 2007
The Bonadio Group December 2005 - April 2007
M&T Bank March 2002 - May 2004
Skills
Corporate Tax, Consolidated Returns, Multi-state tax returns, Tax Research, Tax Preparation, Income Tax, Franchise Tax, Tax Notice Resolution, Document Management, Process Management, Document Creation, Corporate Tax Planning, Collaborative Problem..., Microsoft Office, Partnership Taxation, QuickBooks, CPA, Financial Analysis, Communication, Consulting, Data Analysis
Education
Rochester Institute of Technology 2003 — 2005
Bachelor of Science, Business Administration; Accounting
Monroe Community College 2001 — 2003
Associates, Science, Business Administration
M&T Bank November 2014 - Present
The Bonadio Group November 2013 - November 2014
Gaines Kriner Elliott LLP July 2005 - October 2013
Dansa & D'Arata LLP January 2005 - April 2005
Skills
Financial Reporting, Tax Preparation, QuickBooks, Financial Accounting, Bookkeeping, Corporate Tax, Compilation Of..., Controllership Functions, Financial Statements, Microsoft Excel
Education
Daemen College 2001 — 2005
Bachelor of Science (BS), Accounting
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza, LLP August 1999 - December 2014
Skills
Certified Public..., Member of AICPA, US GAAP, CPA, Corporate Tax, GAAP, Tax Preparation, Tax Accounting, Accounting, Internal Controls, Financial Reporting, Tax Returns, Tax
Education
Le Moyne College 1997 — 1999
B.S., Accounting
Le Moyne College 1997 — 1999
The Bonadio Group June 2014 - Present
Education
John Carroll University 2010 — 2014
Bachelor's Degree, Accounting
First Community Bank - Michigan November 2014 - Present
Rehmann October 2013 - November 2014
The Bonadio Group January 2013 - October 2013
Skillman Group PLC May 2011 - December 2012
Port Huron Golf Club April 2009 - December 2010
Port Huron Northern Athletics March 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Auditing, Accounting, Account Reconciliation
Education
Central Michigan University 2010 — 2012
Bachelor of Science, Accounting and Finance
The Bonadio Group January 2012 - Present
BJ's Wholesale Club January 2007 - July 2012
Skills
QuickBooks, Accounting, Access, Auditing, Financial Reporting, Financial Accounting, Microsoft Excel, Financial Statements, Accounts Payable, GAAP
Education
State University of New York College at Oswego 2009 — 2011
Bachelor's degree, Business Administration and Management, General
Medaille College 2007 — 2009
The Bonadio Group December 2014 - Present
Lumsden & McCormick, LLP January 2014 - November 2014
Wegmans Food Markets January 2008 - January 2014
SUNY Geneseo January 2011 - December 2013
Parrish and Brassie, LLP January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Accounting, Teamwork, Time Management, Tax Preparation, Customer Service, Financial Reporting, Windows, Leadership, Computers, Finance, Tax, Access
Education
State University of New York at Geneseo 2012 — 2013
Bachelor of Science (BS), Accounting
Finger Lakes Community College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General, 3.87
The Bonadio Group July 2013 - Present
The Bonadio Group June 2012 - Present
LeverPoint Management, LLC July 2011 - May 2012
Sunny Hill Resort & Golf Course May 2008 - September 2011
Sunny Hill Resort & Golf Course May 2003 - September 2007
Skills
Microsoft Excel
Education
Siena College 2012 — 2013
Master's Degree, Accounting
Siena College 2010 — 2012
Bachelor's Degree, Accounting
Hudson Valley Community College 2007 — 2010
Associate's Degree, Business Administration
CMJ, LLP October 2013 - Present
The Bonadio Group September 2009 - September 2013
Loftus Ross LLP November 2007 - January 2009
WEST & COMPANY CPAs PC November 2006 - November 2007
NYS Office of the State Comptroller July 2000 - September 2006
Skills
Tax, Tax Preparation, Accounting, Bookkeeping, QuickBooks, Business Planning, Small Business, Retirement Plan..., 401k, Simple IRA, Management, CPA, Auditing, Internal Controls, Financial Reporting, Financial Statements, GAAP, Government Accounting
Education
Bloomsburg University of Pennsylvania
BS, Accounting
Delaware Valley High School
The Bonadio Group November 2013 - Present
The Bonadio Group November 2013 - November 2013
Gaines Kriner Elliott April 2007 - October 2013
Skills
Access, Superior Client Service, Microsoft Windows (All..., VMware ESX, VMware Workstation, Network Administration, iPad, Microsoft Surface, WiFi, Microsoft Office..., Malware Analysis, Virus Removal, Remote User Support, Integration, Internal Controls, VMware, Networking, Servers, System Administration, Technical Support
Education
Canisius College
MIS, Management Information Systems
Canisius College
Bachelor of Science (BS), Management Information Systems, General
The Bonadio Group November 2013 - Present
Gaines Kriner Elliott LLP February 2008 - October 2013
Gaines Kriner Elliott LLP 1995 - 2008
Skills
Payroll, Sales Tax, Manufacturing, Construction, Start-ups, Healthcare, Tax, Accounting, Auditing, Financial Reporting, Financial Analysis, Bookkeeping, Income Tax, Internal Controls, Internal Audit, Tax Preparation, Corporate Tax, Financial Statements, Tax Returns, CPA, Small Business, IRS, Tax Accounting, US GAAP, Finance, GAAP, QuickBooks, Personal Income Tax..., Budgets, Financial Accounting, Assurance, Strategic Financial..., Due Diligence, Leadership
Education
Medaille College 1992 — 1995
BS, Business Administration
Fillmore Central School 1978 — 1991
University at Buffalo
2013 CEL Core Graduate
Novogradac & Company LLP November 2012 - Present
Schwindt & Company January 2012 - May 2012
Siena College September 2009 - December 2010
The Bonadio Group January 2009 - May 2009
X-Ray Optical Systems, Inc. May 2008 - February 2009
Dorfman-Robbie CPAs P.C. January 2008 - May 2008
Skills
Tax, Accounting, Lacerte, Tax Preparation, QuickBooks, ProSystem fx Tax, Microsoft Excel, Financial Accounting, Microsoft Word, Income Tax, Public Speaking, Bookkeeping, Accounts Payable, Corporate Tax, Access, Auditing, Financial Reporting, GAAP, Financial Statements, Financial Analysis, Internal Controls, US GAAP
Education
Portland State University 2011 — 2011
Post-Baccalaureate Coursework, Accounting
Siena College
B.S., Accounting
Hudson Valley Community College 2007 — 2008
Accounting
H&R Block June 2015 - Present
The Bonadio Group December 2013 - 2014
Financial Organizer January 2011 - December 2013
Temple B'rith Kodesh January 1998 - August 2010
Geva Theatre Center August 1990 - January 1998
Skills
Account Reconciliation, Payroll, Cash Flow, Auditing, Management, Budgets, Human Resources, Finance, Financial Statements, Insurance, Investments, Tax Preparation, Nonprofits, Microsoft Office
Education
The George Washington University - School of Business 1980 — 1984
MBA, Economics and Public Policy
Hobart and William Smith Colleges 1975 — 1979
BA, Psychology
The Bonadio Group January 1993 - Present
Skills
Accounting, Tax, Tax Preparation, Corporate Tax, Tax Accounting, Income Tax, Tax Returns, Fixed Assets, General Ledger, Internal Controls, QuickBooks
Education
Le Moyne College 1991 — 1993
Bachelor of Science (B.S.), Accounting
The Bonadio Group October 2014 - Present
Lewis Brisbois Bisgaard & Smith LLP May 2014 - November 2014
University of California Riverside September 2013 - September 2014
JPMorgan Chase 2012 - 2013
Quicken Loans June 2011 - July 2012
Skills
Mortgage Banking, Accounting, Personal Banking, Finance, Mortgage Lending, Loans, Credit, Management, Sales
Education
University of California, Riverside 2013 — 2014
Accounting, Accounting
John Carroll University 2007 — 2011
Bachelor of Science Business Administration, Finance, General
McQuaid Jesuit high school 2002 — 2006
Choate Eye Associates May 2015 - Present
The Bonadio Group April 2013 - April 2015
Platinum Events NY March 2013 - June 2014
Post Central July 2012 - March 2013
Wayland Optometric April 2008 - July 2012
The Father's House 2010 - 2012
Skills
Marketing Communications, Social Media, Customer Service, Microsoft Office, Creative Direction, Fashion Design, Interior Design, Healthcare Management, Blogging, Event Management, Marketing, PowerPoint, Facebook, Time Management, Nonprofits
Education
Genesee Community College
The Bonadio Group September 2007 - Present
Skills
US GAAP, Internal Controls, GAAP, Accounting, CPA, Financial Statements, Tax Preparation, Financial Analysis, Auditing, Financial Reporting, Tax, Financial Accounting, General Ledger, Microsoft Excel, QuickBooks, External Audit
Education
Alfred University 2003 — 2007
Accounting
Tronconi Segarra & Associates LLP September 2014 - Present
Questcom, Inc. December 2013 - September 2014
The Bonadio Group January 2014 - April 2014
Joseph A. Valvo CPA January 2013 - November 2013
Rochester Institute of Technology September 2012 - August 2013
Premiere Credit of North America June 2012 - September 2012
GEICO June 2011 - September 2011
Leroy Town Hall June 2006 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, QuickBooks, Leadership
Education
Rochester Institute of Technology 2012 — 2013
MBA- Accounting, Accounting and Business/Management, 3.8
Canisius College 2008 — 2012
Bachelor of Science (BS), Accounting, Minor in Studio Art, 3.4
The Bonadio Group October 2013 - Present
The Bonadio Group October 2013 - Present
Skills
Mergers & Acquisitions, Audits of financial..., Tax planning
Education
Ithaca College 1988 — 1992
Bachelor's degree, Accounting
Warren Engineering May 2014 - Present
Rochester Women's Network March 2009 - Present
Nothnagle Realtors August 2013 - March 2014
The Bonadio Group January 1999 - July 2013
Greater Rochester Chapter of National Association of Women Business Owners December 2006 - December 2008
Xerox 1978 - 1986
Skills
Accounts Payable, Accounting, QuickBooks, Administrative..., Office Management, Budgets, Access, Time Management, Customer Service, Microsoft Word, Microsoft Excel, System Administration, Training, Accounts Receivable, General Ledger, Newsletters, Real Estate, Outlook, Payroll, Nonprofits, Administration, Event Planning
Education
Bryant & Stratton College 1977 — 1978
AOS, Legal
Lewis C. Obourn 1974 — 1977
Regents
The Bonadio Group December 2012 - Present
Alfred University August 2011 - May 2012
Alfred University January 2010 - May 2011
Price Chopper January 2008 - August 2010
Corning Incorporated Life Sciences June 2009 - August 2009
Women's Leadership Center May 2009 - August 2009
Skills
Accounting, Microsoft Word, Management, Time Management, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Public Speaking, Event Planning, Outlook, Access, Non-profits, Research, Facebook, Team Leadership, Social Media, Higher Education, Fundraising, Leadership, Teaching, Financial Analysis
Education
Alfred University 2007 — 2012
Bachelor of Science, Accounting
Sidney Central School District 1994 — 2007
Advanced Regents Diploma
Morrisville State College
Liberal Arts & Sciences
The Bonadio Group January 2015 - Present
Freed Maxick CPAs, P.C. September 2012 - January 2015
Katzman & Weinstein March 2010 - December 2010
Camp Whitman 2008 - 2010
Skills
Accounting, Tax Preparation, Tax Accounting, Income Tax, Sales Tax, CPA, Time Management, Fixed Assets, Tax Returns, Corporate Tax, ProSystem fx Tax, International Tax, Financial Accounting
Education
Michigan State University - The Eli Broad Graduate School of Management 2011 — 2012
Master of Science (MS), Accounting
State University of New York College at Old Westbury 2007 — 2010
Bachelor of Science, Accounting
The Bonadio Group September 2004 - Present
Rotenberg & Co., LLP October 1996 - September 2004
Kend Enterprises January 1994 - June 1996
Skills
Cost Reporting, Accounting, Medicare, Medicaid, Internal Controls, Benchmarking, Analysis, Audits of Employee..., GAAP, General Ledger, Financial Projection, Auditing, Financial Reporting, CPA, US GAAP, Accounts Payable, Forensic Accounting, Financial Analysis, Financial Accounting
Education
St. John Fisher College 1994 — 1996
B.S., Accounting
Monroe Community College 1992 — 1994
A.A.S, Accounting
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza, LLP January 1998 - December 2014
Testone, Marshall & Discenza, LLP July 1978 - December 1997
Skills
Financial Reporting, Corporate Tax, CPA, Income Tax, Construction, Practice Management, Tax, Dealers, Tax Accounting, Accounting, Organization, Partnership Taxation, Tax Preparation, S Corporations, Mergers & Acquisitions, Tax Returns, GAAP, Mergers, US GAAP, Business Valuation, Finance, Internal Controls, Management
Education
Le Moyne College 1970 — 1974
BS, Accounting
The Bonadio Group December 2014 - Present
United States Marine Corps September 2005 - September 2010
Skills
Leadership, Military Experience, Accounting, Auditing, Personnel Supervision, Inventory Management, Microsoft Excel, Microsoft Word, Management
Education
Le Moyne College 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, 3.79
Le Moyne College 2011 — 2014
Bachelor's Degree, Accounting, 3.44
Onondaga Community College 2010 — 2011
Associate of Science (AS), Business Administration and Management, General, 3.14
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza, LLP 1985 - December 2014
Skills
CPA, US GAAP, Financial Accounting, IFRS, Management Consulting, Exempt Organizations, Income Tax, Accounting, Auditing, Internal Controls, Financial Reporting, Business Valuation, Financial Analysis, Estate and Succession..., CGMA, Financial Statements, Tax Accounting, GAAP, Tax, QuickBooks, Budgets, Tax Preparation, Manufacturing, S Corporations, Non-profits, Employee Benefits, Mergers & Acquisitions, Nonprofits
Education
Le Moyne College 1983 — 1985
Bachelor of Science (B.S.), Accounting
The Bonadio Group November 2005 - Present
Waste Management January 1998 - January 2000
Intertek January 1995 - January 1998
Coopers & Lybrand Consulting July 1990 - January 1995
Skills
Tax, Management, Financial Reporting, Accounting, Finance, QuickBooks, CPA, Financial Statements, Fixed Assets, Accounts Payable, General Ledger, Tax Accounting, US GAAP, Microsoft Excel, Account Reconciliation, Payroll, Financial Planning, Bookkeeping, Budgets, Sarbanes-Oxley Act
Education
Clarkson University 1988 — 1990
Bachelor's degree, Accounting
Jamestown Community College 1986 — 1988
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Grant Thornton LLP April 2015 - Present
Windham Brannon September 2014 - April 2015
Marvin and Company, P.C. January 2013 - August 2014
Simon Graduate School of Business, University of Rochester September 2010 - June 2012
The Bonadio Group January 2012 - April 2012
Cobb County District Attorney's Office May 2009 - July 2009
Skills
ProSystem fx Tax, CCH ProSystem fx, CPA, Tax, Tax Law, Analysis, Microsoft Excel, Auditing, Corporate Governance, Research, Accounting
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance and Accounting
Emory University School of Law 2007 — 2010
JD, Law
Cornell University 2003 — 2007
BA, History, Government
The Bonadio Group April 2014 - Present
Tarella Financial Group July 2013 - March 2014
New York State Department of Financial Services January 2013 - July 2013
The Bonadio Group March 2008 - January 2013
HSBC January 2001 - May 2007
Fleet Bank June 2000 - November 2001
Education
Monroe Community College 1996 — 1998
A.A.S., Business Administration
Webster High School 1991 — 1995
Regents Diploma
State University of New York at Albany
Bachelors, Economics
Transit Valley Country Club June 2009 - Present
Becker Professional Education August 2014 - May 2015
The Bonadio Group January 2014 - May 2014
SKM Group September 2013 - December 2013
David Fleischmann CPA January 2013 - May 2013
First Niagara Bank May 2011 - May 2012
Skills
GAAP, Financial Analysis, Accounting, Financial Reporting, QuickBooks, Auditing, Financial Accounting, Microsoft Excel, Financial Modeling, Internal Controls, Finance, Microsoft Word, Tax, PowerPoint, Cash Management, Access, Accounts Receivable, General Ledger, Account Reconciliation, Accounts Payable, Financial Statements, Time Management, Timely Decision Making, Tax Accounting, Tax Returns, Tax Preparation, Cost Accounting, Management Accounting
Education
Medaille College 2010 — 2015
Master of Science (MS), Accounting
Medaille College 2010 — 2014
Bachelor of Science (BS), Accounting, 3.55, Honors, Dean's List
St. Joseph's Collegiate Institute 2006 — 2010
General Studies, General Studies
PricewaterhouseCoopers July 2015 - Present
Vanguard March 2013 - July 2015
Vanguard August 2009 - April 2013
Vanguard July 2008 - August 2009
The Bonadio Group May 2006 - May 2008
Roberts Wesleyan College August 2004 - May 2007
Skills
Internal Audit, Internal Controls, Process Improvement, Project Management, Risk Management, Strategy, Auditing, Business Process..., Finance, Corporate Finance, Business Strategy
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Roberts Wesleyan College
Bachelor of Science (B.S.), Accounting
The Bonadio Group October 2014 - Present
Fust Charles Chambers October 2012 - September 2014
The Bonadio Group January 2011 - September 2012
Community Bank System, Inc. May 2010 - January 2011
Skills
Internal Controls, Accounting, Auditing, Microsoft Excel, Customer Service, Outlook, Access, PowerPoint
Education
State University of New York College at Oswego 2009 — 2010
MBA, Accounting
State University of New York College at Oswego 2007 — 2009
Bachelors of Science, Accounting
Monroe Community College 2004 — 2007
Associates Degree, Business Administration
Saving For College LLC December 2012 - Present
Kettle Ridge Farm December 2009 - Present
JFH Innovative LLC January 2000 - Present
Bankrate Inc. December 2007 - December 2010
The Bonadio Group December 1984 - April 2001
KPMG US May 1978 - December 1984
Skills
529 Plans, Tax Law, Small Business, Entrepreneurship, Start-ups, SEO, Strategic Partnerships, Online Advertising, Business Planning, Strategic Financial..., Personal Finance, Strategic Planning, Social Media Marketing, New Business Development, Beekeeping, Marketing Communications, Marketing
Education
Finger Lakes Community College 2013 — 2015
Certificate, Horticulture
New York University - Leonard N. Stern School of Business 1978 — 1979
Unfinished, Accounting
Williams College 1974 — 1978
BA, Economics, Psychology
Rochester Regional Health April 2013 - Present
D'Youville College January 2006 - Present
OB/GYN Associates of WNY April 2012 - November 2012
West Ridge Obstetrics & Gynecology October 2006 - December 2010
Buffalo Medical Group April 2005 - October 2006
United Memorial Medical Center April 2001 - April 2005
The Bonadio Group August 2000 - February 2001
BDO Seidman, LLP March 2000 - June 2000
Fidelis Care New York August 1999 - February 2000
Univera Healthcare May 1998 - August 1999
Skills
EMR/EHR, Medical Billing, Medical Record Audits, HIPAA Training, Healthcare Management, HIPAA, Revenue Cycle, Compliance, Healthcare IT, Practice Management, Contract Negotiation, Financial Analysis, Customer Service, Accounting, Billing, Healthcare Information..., Microsoft Office, Data Analysis, Credentialing, Operations Management, Employee Relations, Business Planning, Training, EMR, Healthcare, Hospitals, Invoicing, Organizational..., Physicians, Strategic Planning, Clinical Research, Medical Coding, Medicare
Education
Rochester Institute of Technology 2000 — 2002
MS
Niagara University 1995 — 1997
BS
Genesee Community College 1993 — 1995
AAS
The Bonadio Group May 2012 - Present
Visual Studies Workshop 2010 - Present
Bonadio & Co., LLP November 2003 - May 2012
Skills
Auditing, Accounting, Employee Benefits, Financial Reporting, Construction, Income Tax, Budgets, Leadership, Management, Financial Accounting, CPA, GAAP, Tax, SEC filings, Finance, Sarbanes-Oxley Act, Internal Controls, Tax Preparation, Human Resources, Accounts Payable, US GAAP, General Ledger, Financial Statements, Financial Analysis, Forensic Accounting, Variance Analysis, Internal Audit, Tax Accounting, Payroll, Cost Accounting, Tax Returns, External Audit, QuickBooks, Managerial Finance, Financial Audits, Sarbanes-Oxley, Corporate Tax, Strategic Financial..., Revenue Recognition
Education
Alfred University 1999 — 2003
BS, Accounting
Pittsford Sutherland 1995 — 1999
The Bonadio Group December 2014 - Present
The Bonadio Group June 2013 - August 2013
Rich Products Corporation June 2011 - May 2013
Gordon Biersch October 2011 - April 2013
Canisius College August 2009 - May 2012
Skills
SAP, Financial Analysis, Financial Reporting, Cost Accounting, Appointment Scheduling, Budget P&L, Aloha, Microsoft Excel, PowerPoint, Time Management, Account Reconciliation, Budgets, Auditing, Finance, Accounting, Financial Accounting, Microsoft Office, Leadership, Microsoft Word
Education
Canisius College 2012 — 2014
Master of Business Administration (MBA), Accounting
Canisius College 2009 — 2013
Bachelor of Science (B.S.), Accounting and Accounting Information Systems, Senior
The Bonadio Group December 2010 - Present
ESL Federal Credit Union August 2010 - December 2010
The Bonadio Group December 2009 - April 2010
US Army July 2007 - August 2008
Skills
Tax Returns, Financial Reporting, Financial Accounting, Microsoft Excel, Financial Analysis, Account Reconciliation, ProSystem fx Tax, US GAAP, Fixed Assets, Microsoft Office, Sarbanes-Oxley
Education
Rochester Institute of Technology 2006 — 2010
Bachelor of Science, Accounting
Monroe Community College 2004 — 2006
Associate of Science, Business Administration
The Bonadio Group December 2014 - Present
The Bonadio Group January 2014 - April 2014
Fast Forward Academy, LLC June 2013 - December 2013
Volunteer Income Tax Assistance (VITA) January 2013 - March 2013
Ernst & Young June 2012 - August 2012
St. Joseph’s Villa October 2011 - April 2012
Finger Lakes Developmental Disabilities Services Office March 2008 - July 2011
Red Apple Kwik Fill July 2007 - March 2008
Skills
Critical Thinking, Time Management, Interpersonal..., Highly detail oriented, Community Outreach, Fundraising, Data Entry, PowerPoint, Microsoft Word, Finance, Teamwork, Problem Solving, Quick Thinker, Charismatic, Personable, Communication, Motivated self-starter, Priority Management, Soft Skills, Timely Decision Making, Strategy, Accounting, Research, Leadership, Microsoft Excel, Public Speaking, Microsoft Office, Auditing
Education
University of Richmond - Robins School of Business 2011 — 2013
Bachelor of science in business administration, Accounting, 3.5
Monroe Community College 2008 — 2011
Associate of Science (A.S.), Business Administration, 3.95
The Bonadio Group December 1996 - Present
Skills
Strategic Planning,..., Auditing, Tax, Accounting, Finance, Strategic Planning, Financial Audits, Internal Controls, CPA, Leadership, Project Accounting, Mergers & Acquisitions, US GAAP, Business Valuation, Budgets, Management, Tax Preparation, GAAP, Financial Analysis, Mergers, Financial Reporting, Small Business
Education
Harvard Business School 2008 — 2008
Executive Education Program, Leading Professional Service Firms
Syracuse University 1986 — 1990
Bachelor of Science, Accounting
The Bonadio Group February 2015 - Present
Concannon, Miller & Co. P.C. December 2012 - Present
Skills
Microsoft Excel, Tax, Time Management
Education
Stetson University College of Law 2011 — 2014
JD, Law
Canisius College 2006 — 2009
B.S., Accounting
The Dolomite Group 2011 - Present
The Bonadio Group 2009 - 2011
Rochester Business Alliance 2007 - 2009
Fidelity Investments 2001 - 2007
Skills
Project Management, Strategic Planning, Recruiting, Talent Acquisition, Team Building, Sales, Marketing, Quality Control
Education
Mercyhurst College
BA, Marketing/Business Management
The Bonadio Group September 2015 - Present
Myers, Brettholtz & Company, PA September 2014 - September 2015
Monroe Muffler July 2012 - August 2014
American legion January 2012 - June 2014
The Bonadio Group February 2014 - April 2014
SUNY Brockport August 2012 - December 2013
Skills
Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Accounting, QuickBooks, Payroll, Financial Reporting
Education
State University of New York College at Brockport 2011 — 2014
Bachelor's degree, Accounting
Monroe Community College 2009 — 2011
Associates Degree, Liberal Arts
KPMG US October 2013 - Present
Lumsden & McCormick, LLP June 2013 - September 2013
The Bonadio Group December 2012 - April 2013
HoganWillig June 2010 - May 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Public Speaking, Time Management, Auditing, Accounting, Teamwork, Global Mobility, Income Tax, Tax Returns, Payroll Services
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (M.S.), Taxation
State University of New York College at Geneseo 2009 — 2013
Bachelor of Science (B.S.), Accounting
Fiserv May 2012 - Present
Fiserv December 2007 - May 2012
CheckFree - now part of Fiserv April 2005 - December 2007
Fullscope, Inc. June 2004 - April 2005
Advanced Productivity Software, Inc. May 2002 - March 2004
The Bonadio Group January 2002 - May 2002
Oracle Corporation January 2000 - June 2001
Eastman Kodak Company June 1991 - January 2000
PictureVision, Inc 1995 - 1997
IBM July 1990 - June 1991
Skills
Business Analysis, SDLC, Process Improvement, Integration, SaaS, Product Management, Program Management, Enterprise Architecture, Business Intelligence, Agile Methodologies, Enterprise Software, Software Development, Analysis, Application Architecture, Architecture, CRM, Cloud Computing, EAI, IT Management, IT Strategy, Leadership, Outsourcing, PMO, PMP, Product Development, Project Portfolio..., Requirements Analysis, Requirements Gathering, SOA, Software Project..., Solution Architecture, Strategy, Team Management, Vendor Management, Web Services, Enterprise Data Modeling, Enterprise Databases, Enterprise Services, PowerPoint, Business Strategy, Management, Project Management, Consulting, Cross-functional Team..., Executive Management, Business Process...
Education
Rochester Institute of Technology 1991 — 1997
Computer Science
Clarkson University 1986 — 1990
Bachelors of Science, Electrical Engineering
Niskayuna High School 1982 — 1986
McClurg Remodeling & Construction Services January 2013 - Present
The Bonadio Group July 2012 - August 2013
Solvay Bank June 2008 - July 2012
HR One Consulting, Inc. December 2006 - June 2008
Morgan Stanley Smith Barney March 2004 - September 2006
Skills
Recruiting, Human Resources, Employee Relations, Employee Benefits, Employee Training, Employee Engagement, Payroll, Benefits Administration, Performance Improvement, Communication Skills, Corporate Communications
Education
Fordham University 2002 — 2005
Bachelor of Science (B.S.), Political Science
University of California, Santa Barbara 2001 — 2002
Midland Asphalt Materials Inc. September 2013 - Present
The Bonadio Group February 2013 - May 2013
The Bonadio Group January 2012 - May 2012
Thompson Health March 2011 - July 2011
Canandaigua National Bank August 2010 - October 2010
Canandaigua Chamber of Commerce May 2010 - August 2010
Geneva Club Pepsi August 2004 - August 2009
Skills
Teamwork, Leadership, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Tax Preparation, Financial Accounting, Customer Service, Time Management, GAAP, Financial Reporting, Auditing, Tax
Education
State University of New York College at Geneseo 2011 — 2013
B.S., Accounting
Finger Lakes Community College 2009 — 2011
A.S, Business Administration, A.A, Liberal Arts
Buffalo Bills May 2015 - August 2015
The Bonadio Group January 2015 - April 2015
Amici's Ristorante May 2014 - January 2015
Buffalo Niagara Sports Commission May 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, English, Windows, Event Planning, Time Management, Training, Sports, Accounting, Financial Analysis, Access
Education
Canisius College 2012 — 2017
Canisius High School
Genesee Valley Club January 2008 - Present
St. John's Senior Communities September 2003 - December 2007
The Bonadio Group March 2001 - August 2003
First and People's Bank & Trust Co. 1999 - 2001
Paloma Partners 1998 - 1999
KPMG 1995 - 1998
Skills
Accounting, Strategic Planning, Analysis, Budgeting, Budgets, Microsoft Excel, Jonas Software, Staff Management, IT Strategy, Staff Development, Information Technology, Inventory Control, Analytics, Employee Benefits, Customer Service, Derivatives, Disaster Recovery, Financial Risk, Hospitality Industry, HR Policies, Hospitality Management, Office Administration, Project Management, Proofreading, Research, Vendor Management, Wellness, Auditing, Human Resources, Finance, Forecasting, Internal Controls, Internal Audit, Managerial Finance, GAAP, Cash Flow, US GAAP, Sarbanes-Oxley Act, Financial Analysis, Mergers & Acquisitions, General Ledger, CPA, Financial Reporting, SEC filings, Payroll, Strategic Financial..., Financial Accounting, Executive Management, Revenue Recognition, SEC Filings
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1996
MBA/MS, Accounting
Hartwick College 1989 — 1993
BA, Anthropology
Rand Group October 2014 - Present
New-Way Consultants April 2012 - Present
OmniVue June 2012 - September 2014
Image Tag, Inc. July 2011 - April 2012
RSM McGladrey March 2008 - July 2011
GoDaddy.com January 2007 - March 2008
ePartners August 2005 - January 2007
Center Information Services, Inc. April 2004 - July 2005
The Bonadio Group March 2002 - April 2004
Mengel, Metzger, Barr & Co. LLP September 1998 - February 2002
Skills
Financials, Accounting, Payroll, Great Plains Software, Microsoft Dynamics, Software Implementation, Professional Services, Process Improvement, Accounts Payable, Budgets, Great Plains, Business Analysis, Integration, Budgeting, Requirements Analysis, Software Project..., Inventory Management, Business Process..., Best Practices, Financial Reporting, Management Reporter, FRx Report Designer, Mekorma MICR, CRG Changer, Binary Stream..., Nolan Intercompany..., SmartList, GP Report Writer, Purchasing Processes, Dynamics GP Support, Training Delivery, Training Delivery Online, Instructor-led Training, Outstanding..., Communication Skills, Excel, Microsoft Office, Account Reconciliation, Microsoft CRM, ERP, Databases, Business Process, Microsoft Excel, Microsoft Dynamics GP
Education
Finger Lakes Community College 1982 — 1985
AAS, Accounting, 3.50
The Bonadio Group January 2015 - Present
Progressive Expert Consulting April 2013 - December 2014
Testone, Marshall & Discenza, LLP January 1993 - April 2013
Skills
GAAP, Single Audit, Accounting, Tax Preparation, Tax Returns, Income Tax, Financial Accounting, US GAAP, Financial Statements, Internal Controls, Auditing, Financial Analysis, Financial Reporting, QuickBooks, General Ledger
Education
Le Moyne College 1989 — 1992
Bachelor of Science (B.S.) in Accounting
Eastman Kodak July 2014 - Present
PwC August 2011 - Present
Eastman Kodak May 2010 - August 2010
The Bonadio Group May 2009 - August 2009
Hungerford Vinton, LLC (HVaudit) May 2008 - December 2008
Skills
Auditing, Accounting, Financial Reporting, GAAP, Sarbanes-Oxley Act, Internal Audit, Financial Accounting, CPA, QuickBooks, External Audit
Education
Canisius College 2010 — 2011
MBA, Accounting
State University of New York College at Brockport 2006 — 2010
B.S., Accounting
The Bonadio Group January 2012 - Present
Healthcare Financial Management Association May 2012 - Present
Skills
Auditing, Financial Statement..., Leadership Development, Team Building, Performance Benchmarking, Non-profit..., Regulatory Advisor, Building Relationships, New Business Development, Healthcare Finance, Higher Education..., Healthcare, Nonprofits, Process Improvement
Education
SUNY Geneseo 1999 — 2002
Bachelor of Arts (B.A.), Accounting
Alfred State College - SUNY College of Technology 1997 — 1999
Associate's degree, Accounting
Greece Arcadia
Saratoga Performing Arts Center May 2015 - Present
Le Moyne College October 2013 - May 2015
Citrin Cooperman June 2013 - August 2014
Le Moyne College Phonathon September 2012 - May 2014
The Bonadio Group February 2013 - April 2014
Saratoga Eagle Sales & Service June 2010 - June 2013
Saratoga Spa Golf April 2008 - May 2010
Skills
Accounting, Financial Reporting, Tax, QuickBooks, Auditing, Tax Preparation, Accounts Payable, Financial Accounting, Bookkeeping, Accounts Receivable, Tax Returns, GAAP
Education
Le Moyne College 2010 — 2015
Master of Business Administration (MBA), Accounting
TreeCrisp2Go April 2014 - Present
The Bonadio Group May 2012 - April 2014
The Limited March 2011 - December 2013
Eastern Shore Associates December 2010 - March 2011
Finger Lakes Community College September 2010 - December 2010
Skills
Social Media, Marketing, Social Media Marketing, Marketing Communications, Microsoft Excel, Microsoft Office, Customer Service, Event Planning, Microsoft Word, PowerPoint, Marketing Strategy, Events Coordination, Collateral Production, Advertising Collateral, Presentations, Drafting Proposals, Leadership, Management
Education
Rochester Institute of Technology 2011 — 2012
Bachelor of Science (B.S.), New Media Marketing
Finger Lakes Community College 2009 — 2010
Associate of Science (A.S.), Business Administration
Genesee Country Village & Museum March 2015 - Present
The Bonadio Group November 2010 - March 2015
Rochester Rotary Charitable Trusts 2002 - 2010
Monroe County, Department of Finance 1998 - 2002
Skills
Accounting, Finance, CPA, Certified Fraud Examiner, Financial Reporting, Auditing, Internal Controls, Financial Analysis, Tax, US GAAP, Internal Audit, Budget Preparation, Forecasting, Staff Training, Standards Compliance, Payroll, Relationship Building, Donor Recognition, Microsoft Excel, Financial Accounting, Microsoft Office, Accounts Payable &..., Fund Accounting, Analysis, Human Resources, Benefits Administration
Education
State University of New York College at Oswego 1990 — 1994
Bachelor's degree, Accounting
Monroe Community College
4.0
Turning Stone Resort Casino July 2015 - Present
The Bonadio Group December 2012 - June 2015
Edge Federal Credit Union June 2012 - November 2012
The Bonadio Group June 2011 - August 2011
SRCTec, Inc June 2010 - August 2010
Auburn City Hall June 2008 - August 2008
Skills
Accounting, US GAAP, Accounts Payable, Account Reconciliation
Education
Le Moyne College 2007 — 2012
BS, MBA, Accounting
Dopkins & Company, LLP November 2014 - Present
Dopkins & Company, LLP November 2012 - November 2014
Dopkins & Company, LLP January 2011 - November 2012
National Fuel Gas Company May 2011 - August 2011
The Bonadio Group January 2009 - May 2009
Skills
GAAP, Financial Accounting, Accounting, Sarbanes-Oxley Act, Financial Reporting, Auditing, Internal Controls
Education
Canisius College 2009 — 2010
MBA
Canisius College 2006 — 2010
BS, Accounting, Accounting Information Systems
Excellus BCBS July 2015 - Present
The Bonadio Group December 2012 - July 2015
Thomas P. Walpole, CPA/PFS February 2012 - April 2012
Irondequoit Parks & Recreation June 2007 - August 2011
Alfred University April 2010 - May 2011
Alfred University August 2008 - May 2011
Alfred University August 2007 - May 2011
Skills
Management, Microsoft Excel, PowerPoint, Access, Accounting, Teaching, Microsoft Word, Interviews, Auditing, Outlook, Microsoft Office, ProSystem fx Engagement, ProSystem fx Tax, QuickBooks, Microsoft Dynamics GP
Education
St. John Fisher College 2011 — 2012
MBA
Alfred University 2007 — 2011
B.S
The Bonadio Group December 2010 - Present
Crowe Horwath LLP January 2010 - March 2010
Crowe Horwath LLP January 2008 - March 2008
Education
John Carroll University 2005 — 2010
BSBA & MBA, Accountancy
The Bonadio Group November 2014 - Present
PwC December 2005 - October 2014
PwC June 1999 - December 2005
Associated Fire Protection August 1996 - August 1998
Skills
Tax, Corporate Tax, US GAAP, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Reporting, Income Tax, Accounting, Transfer Pricing, IFRS, Due Diligence, GAAP, Financial Analysis, Financial Accounting, Mergers & Acquisitions, Internal Audit, Consolidation, Financial Modeling, Restructuring
Education
Boston College 1998 — 2000
Master of Business Administration (MBA)
Lehigh University 1992 — 1996
BS, Mechanical Engineering
PwC June 2013 - Present
Columbian Financial Group June 2012 - August 2012
The Bonadio Group February 2012 - April 2012
Financial Architects/ MassMutual June 2011 - August 2011
Geneseo Workout Center May 2010 - August 2010
Moe's Southwest Grill March 2009 - August 2009
Moe's Southwest Grill April 2006 - March 2009
Skills
Access, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Customer Service, Time Management, Financial Analysis, Outlook, Public Speaking, Facebook, Research, Social Media, QuickBooks, Leadership, Teamwork
Education
Boston College - Carroll School of Management 2012 — 2013
Master of Science, Accounting
State University of New York at Geneseo 2008 — 2012
Bachelor of Science, Accounting
The Bonadio Group August 2013 - Present
Rochester Institute of Technology August 2009 - July 2013
Rochester Institute of Technology January 2005 - August 2009
Milton CAT, Inc. 2003 - 2004
Cinemark IMAX Theatre January 1999 - October 2000
Cinemark Tinseltown USA January 1996 - January 1999
Skills
Recruiting, Management, Employee Relations, Microsoft Excel, Applicant Tracking..., Onboarding, PowerPoint, Interviews, Event Planning, Social Media, Strategic Planning, Marketing, Leadership Development, Research, Public Speaking, Community Outreach, Coaching, Change Management, Diversity & Inclusion, Internet Recruiting, Business Analysis, Business Process, Strategic Sourcing, Screening, Compliance, Strategic Communications
Education
Rochester Institute of Technology 2008 — 2013
Master of Science, Human Resource Development; Project Management, 3.9
Rochester Institute of Technology 2002 — 2006
Bachelors Degree, Business Studies- Marketing and Communicaitons
Monroe Community College 2000 — 2002
Associates Degree, Marketing and Communications
Marvin and Company, P.C. July 2014 - Present
The Bonadio Group January 2014 - April 2014
NYS Department of Health October 2013 - December 2013
Under Armour September 2012 - January 2013
Skills
Microsoft Excel, Tax Preparation, Research, Databases, Accounting, QuickBooks, Financial Analysis, Microsoft Word, PowerPoint, Time Management, Accounts Payable, Accounts Receivable
Education
Siena College 2013 — 2014
Master's degree, Accounting
Coastal Carolina University 2011 — 2013
Bachelor of Science (BS), Accounting and Finance, 3.52
Hudson Valley Community College 2009 — 2011
Associate of Science (AS), Business Administration and Management, General, 3.86
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza, LLP December 2010 - December 2014
Skills
CPA, Trusts, Small Business, Accounting, Income Tax, Corporate Tax, Tax Returns, Tax Accounting, Tax Preparation, Nonprofits, Tax, Strategic Financial...
Education
Le Moyne College
Bachelor of Science (B.S.), Accounting
Dermody, Burke & Brown, CPAs, LLC August 2015 - Present
The Bonadio Group December 2012 - July 2015
Sinopoli & Sinopoli, CPAs, PC May 2011 - December 2012
AXA Equitable 2008 - 2010
Chiampou Travis Besaw & Kershner 2007 - 2008
US Army February 2002 - February 2007
Skills
Accounting, Financial Reporting, General Ledger, Financial Accounting, Account Reconciliation, QuickBooks, Tax, Accounts Payable, Bookkeeping, Income Tax, Accounts Receivable, Tax Preparation, Journal Entries, Tax Returns, GAAP, Fixed Assets, Financial Analysis, Payroll
Education
Syracuse University 2009 — 2011
MBA, Business Administration/Accounting
Columbia College
Bachelor's of Science, Accounting
East Syracuse Minoa
The Bonadio Group December 2009 - Present
CoBank June 2008 - August 2008
Skills
US GAAP, CPA, Internal Controls, Auditing, Accounting, Financial Reporting, Financial Statements, ProSystem fx Tax, Tax Accounting, Fixed Assets, Audits of Employee..., Not for Profit, CCH ProSystem fx, Outlook, Budgets
Education
Alfred University 2007 — 2009
Bachelor of Science, Accounting
Niagara University 2005 — 2007
The Bonadio Group January 2014 - Present
ESL Federal Credit Union March 2010 - October 2013
HSBC April 2004 - February 2010
Skills
Banking, Financial Analysis, Credit, Commercial Lending, Commercial Banking, Portfolio Management, Small Business Lending, Relationship Management, Strategic Planning, Commercial Mortgages, Mortgage Lending, Finance, Loans, Credit Analysis, Leadership, Credit Risk, Risk Management, Real Estate, Sales, Mergers & Acquisitions, Loan Origination, Asset Based Lending, Cash Management, Management, Financial Risk, Credit Cards
Education
Rochester Institute of Technology 2003 — 2007
Master of Business Administration, Finance and Management
Canisius College 1988 — 1992
Bachelor of Science, Finance
Aquinas Institute 1984 — 1988
The Bonadio Group October 2012 - Present
Generations Child & Elder Care June 2012 - September 2012
The College at Brockport March 2012 - May 2012
Skills
QuickBooks, Accounts Payable, Tax Preparation, TaxWise, Accounts Receivable, Microsoft Office, Peachtree, Windows, Tax Accounting, Accounting, Customer Service, ADP Payroll, ProSystem fx Tax, ProSystem fx Engagement, ProSystem fx Fixed Asset, BNA Income Tax Planner, Personal Tax Planning, Business Tax Planning, ProSystem fx Planning
Education
State University of New York College at Brockport 2010 — 2012
Bachelors of Science, Accounting - Magna Cum Laude
Monroe Community College 2009 — 2010
Associates of Science, Liberal Arts & Science
VitbergLLC February 2011 - Present
The Bonadio Group April 2002 - February 2011
AAM 2008 - 2010
ALEON Corporation June 1992 - March 2002
Hutchins Young & Rubicam January 1986 - May 1992
JRB Associates 1975 - 1979
Skills
Inbound Marketing, Lead Generation, CPA Firm Marketing, Professional Service..., Marketing Analytics, SEO, Social Media Marketing, LinkedIn, HubSpot, Lead Management, Thought Leadership, Content Marketing, Content Strategy, Blog Marketing, Blogging, Landing Page..., Website Development, Web Project Management, Digital Marketing, Email Marketing, Niche Marketing, Internet Strategy, Consulting Firm..., Content Development, Marketing Strategy, Marketing, PPC, SEM, Social Media, Online Marketing, Public Relations, Google Analytics, Leadership, Strategy, Integrated Marketing, Web Marketing, Brand Management, Strategic Communications, Business Development, Business Planning, Market Planning, Business Strategy, New Business Development, Management, Event Management
Education
Case Western Reserve University 1971 — 1975
The George Washington University
ma
Houghton College September 2007 - May 2015
AccuMED Technologies, Inc. June 2006 - August 2008
The Bonadio Group January 2006 - May 2006
Fiddler & Company, LLP June 2003 - December 2005
Fiddler & Company, LLP October 1999 - May 2003
Sodexho Marriott June 1998 - October 1999
Skills
Accounting
Education
State University of New York at Buffalo - School of Management 1996 — 1998
MBA, Accounting
California State University-Los Angeles 1975 — 1976
MA, Education
Houghton College 1969 — 1973
BA, German, Math, Education
Cynthia M. Nixon, CPA October 2011 - Present
The Bonadio Group June 2002 - March 2012
Dorfman-Robbie, CPAs, PC June 2002 - October 2008
Education
Long Island University, Southampton Campus 1996 — 1998
BA, Accounting
Cazenovia College 1994 — 1996
AA, Accounting
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza, LLP January 2014 - January 2015
The Widewaters Group 2013 - 2013
DiMarco, Abiusi, & Pascarella CPA November 2005 - 2013
Skills
Tax, Financial Reporting, Accounting, CPA, Tax Preparation, Corporate Tax, Income Tax, Financial Statements
Education
Le Moyne College
Bachelor's degree, Accounting
The Bonadio Group December 2012 - Present
Hilbert College 2009 - 2012
Skills
Leadership, Microsoft Word, Time Management, Microsoft Office, Customer Service, Teamwork, Microsoft Excel, Public Speaking, Access
Education
Hilbert College 2009 — 2012
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Hilbert College 2009 — 2012
Associate's degree, Criminal Justice
University of Rochester 2008 — 2009
The Bonadio Group September 2004 - Present
PwC July 2002 - August 2004
Arthur Andersen & Co., LLP January 1983 - June 2002
Skills
Tax, Corporate Tax, Income Tax, US GAAP, Tax Accounting, Tax Preparation, Financial Reporting, Financial Accounting, Big 4, Due Diligence, Mergers, High Net Worth..., International Tax, Tax Advisory
Education
Cornell University 1978 — 1982
Bachelor of Science (BS), Applied Economics
The Bonadio Group 2005 - August 2012
The Chamber of Southern Saratoga County January 2005 - December 2011
The Ayco Company, L.P. October 1997 - October 2004
Skills
GAAP, Accounting, Financial Reporting, General Ledger, Tax Returns, Auditing, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Trust and Estates, Fiduciary Services, gift taxes, Accruals, Financial Statements, Microsoft Excel, Accounts Receivable, Finance, Personal Income Tax..., QuickBooks, Small Business
Education
State University of New York College at Plattsburgh 1982 — 1984
Bachelor, Accounting
Hudson Valley Community College 1980 — 1982
Associate of Science (A.S.), Accounting
CliftonLarsonAllen July 2014 - Present
LB&A, Certified Public Accountants, PLLC December 2013 - Present
Monroe County District Attorney's Office 2011 - 2011
The Bonadio Group January 2006 - April 2006
Skills
Microsoft Excel, Legal Research, Analysis, Accounting, Access, SAP, Legal Writing, Negotiation, Alternative Dispute..., Tax Preparation, Tax Law, Tax, Quickbooks, Prosystems, Engagement
Education
Charlotte School of Law 2009 — 2012
Doctor of Law (JD)
Rochester Institute of Technology 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Buffalo Bills April 2014 - Present
Buffalo Bills September 2011 - March 2014
The Bonadio Group July 2011 - September 2011
International Speedway Corporation July 2009 - June 2011
International Speedway Corporation January 2009 - June 2009
CBH Communications January 2007 - July 2007
New England Patriots August 2006 - July 2007
New England Revolution August 2006 - July 2007
Commonwealth of Massachusetts July 2006 - August 2006
Bishoff Communications January 2006 - June 2006
Education
Northeastern University 2004 — 2008
Bachelors Degree, Communication Studies
Bond University 2008 — 2008
The Bonadio Group December 2014 - Present
Rochester Institute of Technology August 2011 - May 2014
Rochester Institute of Technology November 2012 - August 2013
Rochester Institute of Technology September 2011 - May 2012
Los Medanos College 2009 - May 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Access, Minitab, Outlook, Oracle, Kronos
Education
Rochester Institute of Technology 2013 — 2014
Master of Business Administration (MBA), Accounting
Rochester Institute of Technology 2011 — 2013
Bachelors, Accounting
Los Medanos College 2008 — 2011
Associates, Music, Liberal Arts Math and Science, Liberal Arts Humanities
BDO USA, LLP December 2013 - Present
Alpern Rosenthal September 2013 - December 2013
R. Michael Munden, Esq., P.A. October 2012 - August 2013
The Bonadio Group January 2012 - April 2012
MassMutual Financial Group June 2011 - August 2011
Skills
Time Management, Excellent Communication, Deadline Oriented, Highly Adaptable, Well-organized, Team-oriented, Timeliness, Windows, Microsoft Office, Accounting, Tax Returns, Tax, Independent, Community Outreach, Flexible Working, Self Management, ProSystem fx Tax, CCH Intelliconnect, Audit Command Language, PowerPoint, Microsoft Word, Customer Service, Data Entry, Flexible Schedule
Education
Coastal Carolina University 2012 — 2013
Master's degree, Accounting
State University of New York College at Geneseo 2010 — 2012
Bacelor of Science, Accounting
The Bonadio Group September 2013 - Present
Testone, Marshall & Discenza, LLP January 2011 - September 2013
East Area YMCA November 2009 - June 2011
East Area YMCA June 2007 - June 2011
Le Moyne College August 2006 - December 2010
East Syracuse-Minoa High School September 2005 - June 2006
Skills
Accounting, Customer Service, Auditing, Tax, General Ledger, Tax Preparation, Accounts Payable, Microsoft Excel, Tax Accounting, Financial Analysis, Account Reconciliation, Financial Reporting, GAAP, Income Tax, Accounts Receivable, Financial Accounting, QuickBooks, Bookkeeping, Fixed Assets, Financial Statements, CPA, Corporate Tax, Journal Entries, Tax Returns, US GAAP, ProSystem fx Tax, Bank Reconciliation, Internal Audit, Cost Accounting, Internal Controls, Payroll, Finance, Spreadsheets, Cash Flow, Accruals, Partnership Taxation
Education
Le Moyne College 2006 — 2010
Bachelor of Science, MBA, Accounting
The Bonadio Group September 2010 - Present
Lynn Szubinski, CPA 1989 - Present
LVBW, CPAs November 2007 - October 2010
The Kane Firm January 2004 - November 2007
Freed Maxick Sachs & Murphy February 1994 - December 1998
D'Alba & Donovan, CPAs January 1989 - January 1994
Skills
Tax Preparation, Tax, Income Tax, CPA, GAAP
Education
Canisius College 1985 — 1989
BS, Accounting
Peak Performance Physical Therapy May 2012 - October 2014
American Red Cross October 2011 - May 2012
The Bonadio Group November 2010 - April 2011
Birds Eye Foods March 2004 - July 2010
Birds Eye Foods March 2004 - July 2010
Goodrich & Sherwood January 2001 - January 2004
Gauss Sales Company January 1993 - January 2000
B. Forman Company January 1974 - April 1980
Skills
Microsoft Excel, Access, Outlook, Time Management, Budgets, Marketing Strategy, Competitive Analysis, Market Research, PowerPoint, Customer Service, Strategic Planning, Account Management, Microsoft Word, Event Planning, Office Management, Social Media Marketing, Microsoft Office, Marketing Communications, Social Media, Advertising, Management, Marketing, Project Management
Education
Fashion Institute of Technology 1972 — 1973
AAS, Fashion Buying and Merchandising
State University of New York College at Buffalo 1969 — 1973
BS Business Administration, Marketing and Retailing
ABVI-Goodwill July 2012 - April 2015
Bethlehem Lutheran Chruch, Fairport NY September 2007 - September 2012
BlueTie, Inc February 2011 - February 2012
The Humane Society June 2010 - February 2011
The Bonadio Group October 2008 - January 2009
Ultrafab, Inc April 2000 - October 2008
Ultrafab, Inc January 2000 - January 2008
Citibank, NYS January 1999 - January 2000
Citibank, NYS January 1994 - January 1999
Skills
Financial Reporting, Accounting, Forecasting, Process Improvement, Payroll, Budgets, Accounts Payable, Auditing, Management, Microsoft Excel, Excel, Quickbooks, Fixed Assets, PowerPoint, Microsoft Word, Internal Controls, Cross-functional Team..., Word, Budgeting, Problem Solving, General Ledger, Accounts Receivable, Administration, Financial Analysis, Cost Accounting, Planning, Microsoft Dynamics, Great Plains Software, Accpac ERP
Education
St. John Fisher College 1986 — 1990
BS
Alfred State College - SUNY College of Technology 1977 — 1979
AAS
The Bonadio Group December 2009 - Present
Bonadio & Co 2003 - Present
The Bonadio Group November 2003 - December 2009
Skills
Internal Controls, Financial Accounting, GAAP, US GAAP, Accounting, Auditing, Tax, CPA, General Ledger, Account Reconciliation, Tax Returns, Tax Preparation, Tax Accounting, Sarbanes-Oxley Act, Income Tax
Education
Le Moyne College 2000 — 2003
The Bonadio Group July 2007 - Present
PricewaterhouseCoopers September 1994 - June 2007
Bond, Schoeneck & King, PLLC 1989 - 1994
Coopers & Lybrand June 1975 - August 1989
Capron Vacation Vehicles 1972 - 1975
Skills
Income Tax, Personal Financial..., Tax, Estate Planning, Litigation Support, CPA, High Net Worth..., Financial Planners, Mergers & Acquisitions, Trusts, Finance, Tax Preparation, Investments, Tax Accounting, Accounting, Business Valuation, Corporate Tax, Strategic Financial..., Estate Tax Planning, Small Business, Estate Administration, Partnership Taxation, Forensic Accounting, Tax Returns, US GAAP, GAAP, SEC filings, Financial Planning
Education
Syracuse University College of Law 1970 — 1973
JD, LAW
Babson College 1967 — 1970
BS, Finance
Cazenovia College October 2013 - Present
The Bonadio Group January 2009 - October 2013
Skills
Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Financial Accounting, Microsoft Word
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2008
Le Moyne College
Le Moyne College
Stokes, Visca & Co, LLC CPAS December 2013 - Present
The Bonadio Group June 2010 - April 2013
The Bonadio Group 2010 - 2013
AM&M Financial Services, Inc. January 2008 - October 2009
Conlon & Company 2006 - 2007
Skills
Tax, QuickBooks, Internal Controls, Accounting, Payroll, Tax Preparation, Tax Accounting, GAAP, CPA, Financial Statements, Income Tax, Corporate Tax, Sales Tax
Education
Clarkson University 1991 — 1995
Bachelor of Science (B.S.), Accounting
The Bonadio Group December 2002 - Present
Skills
Administrative..., Social Media Marketing, Strategic Planning, Accounting, QuickBooks, Small Business
Education
State University of New York Empire State College 2012 — 2014
Bachelor's Degree, Business Administration and Management, General
Johnson & Wales University 1995 — 1998
The Bonadio Group January 2003 - Present
Skills
Tax, Income Tax, Auditing, Tax Preparation, Accounting, GAAP, CPA, US GAAP, Internal Controls, Financial Reporting, Corporate Tax, Forensic Accounting, Financial Accounting, Tax Returns, Sarbanes-Oxley Act
Education
State University of New York College at Geneseo
Alfred State College - SUNY College of Technology
27th Infantry Brigade Combat Team April 2014 - Present
102nd Military Police Battalion November 2010 - March 2014
27th Infantry Brigade Combat Team January 2009 - November 2010
ISAF January 2008 - December 2008
New York Army National Guard March 2003 - December 2007
The Bonadio Group January 2001 - April 2003
Deloitte 2000 - 2001
Skills
System Administration, Forecasting, Command, Military, Homeland Security, Leadership, Operations Management, Security, Training, Emergency Management, Auditing, Risk Assessment, Process Improvement, DoD, Program Management, Team Building, Accounting, Military Experience, Army, Management, Security Clearance, Budgets, Team Leadership, Operational Planning, National Security, Force Protection, Intelligence Analysis, Top Secret, Tactics, Readiness, Afghanistan, Military Logistics, Organizational..., Leadership Development, Combat, Human Resources, Disaster Response, Personal Protection, Military Liaison, Government, Military Operations, Defense, Counterterrorism, Intelligence, Weapons, Counterinsurgency, Military Training, Physical Security, Policy, Strategic Planning
Education
Central Michigan University 2015 — 2016
Master of Science (MS)
Rochester Institute of Technology 1996 — 1998
Commission, Military Science
Saint John Fisher College 1996 — 1998
BS, Accounting
The Bonadio Group December 2011 - Present
The Bonadio Group December 2011 - Present
The Bonadio Group June 2010 - August 2010
Skills
Financial Reporting, Auditing, Tax Preparation, Accounting
Education
Mercyhurst College 2007 — 2011
Bachelor of Arts (B.A.), Accounting and Finance
The Bonadio Group March 2015 - Present
Independent Contractor November 2012 - March 2015
Bassett Healthcare September 2010 - April 2011
Bassett Healthcare June 2009 - September 2010
Skills
Healthcare Information..., Medicine, Customer Service, IDX, HIPAA, Meditech, Ambulatory, Patient Safety, Active Directory, Hospitals, Clinical Research, ACLS, Medical Terminology, Microsoft Excel, Epic Systems, Quality Improvement, EMR, Microsoft Office, Computer Hardware, Access, Medical Coding, Inpatient, Informatics, Healthcare, Revenue Cycle, System Administration, Troubleshooting, Medical Billing
Education
Hartwick College 2007 — 2009
Bachelor's degree, Biology/Premedical Science
Lynchburg College 1999 — 2003
Bachelor of Arts (B.A.), Theatre
The Bonadio Group November 2012 - Present
JMM & Associates November 2011 - October 2012
Ryan & Coscia, PC June 2008 - October 2011
Ryan&Coscia, PC January 2008 - June 2008
Skills
QuickBooks, Tax Preparation, GAAP, Tax, Account Reconciliation, Corporate Tax, Accounting, Financial Reporting, General Ledger, Financial Accounting, Bookkeeping, Journal Entries, Financial Statements, Compilation Of...
Education
Gordon College 2004 — 2008
BA Accounting and BA Business Administration, 2008
The Bonadio Group September 2014 - Present
PricewaterhouseCoopers LLP September 2009 - August 2014
Harris Interactive, Inc. October 2007 - September 2009
The Wishing Well Party House October 2006 - September 2009
United Way of America January 2007 - January 2009
Samurai Martial Arts August 2001 - August 2005
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, US GAAP, GAAP, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Income Tax, Assurance, CPA, SEC Filings, Financial Statements
Education
Saint John Fisher College
Bachelor of Science, Accounting
Monroe Community College
Associate of Science, Business and Administration
GateHouse Media October 2007 - Present
GateHouse Media October 2007 - Present
PricewaterhouseCoopers January 2003 - October 2007
The Bonadio Group January 2002 - December 2002
NBT Bank June 1997 - August 1999
Skills
Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Internal Controls, SEC filings, Financial Analysis, Revenue Recognition, CPA, Financial Accounting, SEC Filings, US GAAP, External Audit, Internal Audit
Education
Syracuse University - Martin J. Whitman School of Management 1999 — 2001
MBA, Supply Chain Management
Ithaca College 1995 — 1997
Bachelors of Science, Accounting
ProNexus, LLC May 2013 - Present
The Bonadio Group April 2012 - May 2013
Rochester General Health System January 2007 - April 2012
Ernst & Young 2004 - 2007
Pricewaterhouse Coopers 2002 - 2004
Skills
Accounting, Internal Controls, Financial Analysis, Financial Reporting, CPA, Auditing, Cost Accounting, Revenue Cycle
Education
Binghamton University - School of Management 2000 — 2002
Bachelor's of Science, Accounting
The Bonadio Group November 2013 - Present
Gaines Kriner Elliott LLP February 2008 - November 2013
Gaines Kriner Elliott LLP 2000 - February 2008
Gaines Kriner Elliott LLP January 1994 - February 2000
Skills
Financial Statement..., Financial Accounting, Audits of Employee..., Financial Reporting, Financial Audits, Financial Statements, Accounting, Auditing, Tax, Tax Preparation, GAAP, CPA, Corporate Tax, Income Tax, Strategic Planning, Customer Service
Education
Canisius College 1989 — 1993
BS, Accounting and MIS
Pittsford United Nursery School 2006 - 2010
The Bonadio Group 1999 - 2002
Nacca & Capizzi, LLP September 1996 - 1999
Education
Clarkson University 1988 — 1992
BS
SUNY Oswego May 2012 - May 2015
The Bonadio Group February 2015 - April 2015
First English Lutheran Church (ELCA) June 2014 - October 2014
The Bonadio Group February 2014 - April 2014
Zion Lutheran Church July 2012 - August 2013
New York Conference - United Church of Christ April 2011 - April 2012
Colgate Rochester Crozer Divinity School March 2011 - August 2011
Trinity United Church of Christ May 2010 - August 2010
Eastern Ohio Association - United Church of Christ August 2005 - January 2010
Ecumenical Theological Seminary May 2003 - August 2005
Skills
Religion, Preaching, Teaching, Pastoral Care, Theology, Biblical Studies, Discipleship, Research, Nonprofits, Fundraising, Church Events, Volunteer Management, Liturgy, Public Speaking, Spiritual Direction, Pastoral Counseling, Community Outreach, Program Development, Leadership, Leadership Development, Grant Writing, Event Planning, Community Organizing, Editing, Higher Education, Community Development, Conflict Resolution, Grants, Newsletters, Church Growth, Pastoral, Social Justice, Religious Studies, Youth Ministry, Bible, Stewardship, Curriculum Design, History, Non-profit..., Hebrew, Missions, Pastors, Curriculum Development, Adult Education, Evangelism, Workshop Facilitation, Staff Development, Board Development, Hermeneutics
Education
Claremont Graduate University 1989 — 1998
Doctor of Philosophy, Religion
The Claremont Graduate School 1988 — 1991
Master of Arts, Religion
Yale University 1984 — 1988
Master of Divinity
The University of Texas at Austin - The LBJ School of Public Affairs 1982 — 1984
Master of Public Affairs
Southern Methodist University 1978 — 1982
Bachelor of Arts
Deerfield Academy
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza LLP December 2010 - December 2014
Onondaga Historical Association 2009 - 2011
ParenteBeard LLC March 1980 - December 2010
New York State Society of Certified Public Accountants 2006 - 2007
Skills
Tax, Trusts, Financial Planning, Estate Planning, Tax Compliance, Income Tax, Tax Services, Corporate Tax, LLC, Accounting, S Corporations, Tax Preparation, Finance, Strategic Financial..., Tax Accounting, Tax Returns, CPA, Internal Controls, Tax Research, Partnership Taxation
Education
Le Moyne College 1976 — 1978
Bachelor of Science (B.S.), Accounting
The Bonadio Group September 2001 - Present
Dorfman-Robbie, CPA's 2001 - 2008
Albany Housing Authority September 1997 - September 2001
Skills
Disaster Recovery, IT Audit, Business Continuity, IT Management, Network Security, Security, Information Technology, Information Security..., Networking, Information Security, Virtualization, CISSP, Computer Security, SAS70, Cloud Computing
Education
Bryant & Stratton College 1998 — 2000
Associates, Networking
The Bonadio Group ManagerMarvin and Company, P.C.September 2005 - July 2007
UHY Advisors December 1991 - September 2005
Hertz Herson & Company January 1983 - July 1988
Skills
Tax, Accounting
Education
Albany Law School of Union University 1988 — 1991
JD
Pace University - Lubin School of Business 1984 — 1986
MBA, computer information systems
Southern Methodist University 1979 — 1982
BBA, accounting
SmartWatt Energy, Inc. December 2009 - March 2014
Kohl's Department Stores September 2003 - December 2010
The Bonadio Group September 2008 - November 2009
Northeast Orthopaedics, LLP February 2001 - March 2008
Skills
Accounting, Invoicing, Bookkeeping, Small Business, Sales, Accounts Payable &..., Accounts Receivable, Account Reconciliation, Accounts Payable
Education
Universal Accounting 2008 — 2008
Certification, Bookkeeping & Quick Books Specialist
Hudson Valley Community College 2000 — 2008
A.A.S, Business - Accounting & Information Systems - Network Administration
Southwestern Business 1970 — 1973
A.A.S., Administrative Assistant
Luthern High School 1968 — 1972
The Bonadio Group August 1999 - Present
Skills
Accounting, Internal Controls
Education
Hudson Valley Community College 1992 — 1995
AAS, Banking, Insurance & Real Estate
Dopkins & Company, LLP September 2010 - Present
The Bonadio Group 2008 - 2010
Ernst & Young January 1997 - October 2008
Brock, Schechter & Polakoff, LLP July 1989 - January 1997
Skills
Financial Reporting, Accounting, CPA, Tax
Education
Canisius College 1985 — 1989
Bachelor, Accounting
PwC August 2014 - Present
The Bonadio Group November 2013 - May 2014
Finger Lakes Technologies Group August 2013 - October 2013
St. John Fisher College January 2011 - May 2012
Golden Memories Transportation January 2007 - January 2009
Monroe Oxygen January 2005 - January 2007
Skills
Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Accounting, Microsoft Office, Finance, Auditing, Financial Analysis, Financial Accounting, Sales, Accounts Receivable
Education
Bittner School of Business 2012 — 2013
MBA, Accounting
ST. JOHN FISHER COLLEGE 2009 — 2011
Bachelors of Science, Corporate Finance
Monroe Community College 2006 — 2008
Associates of Science, Business Administration
Colligan Law LLP July 2013 - Present
Watson Bennett Colligan & Schechter LLP January 2010 - June 2013
Performance Advantage Company December 2004 - December 2009
The Bonadio Group January 2003 - December 2004
Sodexho April 2002 - December 2002
Skills
Financial Analysis, Analysis, Accounting, Financial Reporting, Corporate Law, QuickBooks, Accounts Payable, Financial Accounting, Internal Controls, Microsoft Office, Budgets, Tax
Education
Canisius College 1991 — 1995
BS, Accounting
The Bonadio Group October 2013 - Present
The Bonadio Group January 2013 - April 2013
Reliant Community Credit Union June 2011 - December 2012
Barnes & Noble College Booksellers May 2009 - December 2012
Alfred University Student Development Associates August 2008 - December 2011
Wilberts Christmas Trees November 2000 - December 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Financial Analysis, Event Planning, Accounting, Outlook, Access, Team Leadership, Public Speaking, Facebook, Teamwork, Social Media, Marketing Strategy
Education
Alfred University 2012 — 2012
Masters in Accounting
Alfred University 2008 — 2011
Bachelor of Science (B.S.), Accounting; with a minor in Criminal Justice
The Bonadio Group March 2010 - Present
CooperVision 1989 - 2009
Skills
Accounting, Great Plains Software, Outlook, Cash Flow, Microsoft Excel, Payroll, Financial Accounting, Financial Statements, Finance, US GAAP, Process Improvement, Fixed Assets, Bank Reconciliation
Education
Hilbert College
Honeoye Falls Lima High School
The Bonadio Group May 2010 - Present
Midlakes Management February 2009 - December 2009
University of Rochester Medical Center March 2008 - February 2009
University of Rochester Medical Center November 2002 - March 2008
Skills
Healthcare Consulting, Revenue Cycle Management, Medical Billing, Physician Relations, Hospitals, Process Improvement, Strategic Planning, Credentialing, HIPAA, EHR, EMRs, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Microsoft Office
Education
Baldwin-Wallace College 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Nazareth College of Rochester 1988 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Excellus BCBS ControllerJewish Family Service2006 - 2008
The Bonadio Group 2005 - 2006
Highland Hospital 1983 - 2005
Lincoln First Bank 1980 - 1983
Price Waterhouse 1977 - 1980
Skills
Internal Audit, Finance
Education
University of Rochester - Simon Business School 1975 — 1976
MBA, Accounting
Clark University 1971 — 1975
BA, Mathematics
U.S. Department of Justice November 2013 - Present
U.S. Department of Justice June 2011 - November 2013
Rock-Tenn Company November 2008 - May 2011
Bowers & Company CPAs PLLC February 2011 - April 2011
Fiducial September 2007 - December 2010
The Bonadio Group February 2009 - April 2009
Skills
Accounting, Payroll, Invoicing, Tax, Corporate Tax, Tax Returns, Auditing, QuickBooks, Tax Preparation, Financial Reporting, Internal Controls, Financial Accounting, Accounts Payable, US GAAP, CPA, Tax Accounting, Financial Statements, Banking, General Ledger, Customer Service, Microsoft Excel, Small Business, Financial Analysis, Accounts Receivable, Income Tax, Bookkeeping
Education
Le Moyne College 2008 — 2011
MBA, Accounting and Finance
Onondaga Community College 2006 — 2007
A.S Business Administration, Business Administration
The Bonadio Group
Skills
Income Tax, Multi-state tax returns, Accounting, QuickBooks, Multi-State Sales Tax
Education
Bryant College 1985 — 1989
BS in BA, Accounting
Carlos Jimenez-Rueda November 2011 - Present
KLB Medical Physician Billing & Recovery April 2011 - Present
Portland Physician PC April 2008 - August 2014
The Bonadio Group October 2007 - February 2009
Skills
Medical Billing, Physicians, Medicare, Accounts Receivable, QuickBooks, Healthcare, Access, Workers Compensation, Data Entry, Leadership, Project Management
Education
Monroe Community College 2011 — 2012
Finger Lakes Community College
The Bonadio Group October 2011 - Present
Dannible & McKee, LLP September 2001 - October 2011
Skills
Auditing, US GAAP, Financial Reporting, GAAP, Journal Entries, Internal Controls, Accounting, Corporate Tax, CPA, Fixed Assets, Account Reconciliation, Financial Accounting, Financial Analysis, Financial Statements, Accounts Payable, Income Tax
Education
Le Moyne College 1997 — 2001
BS, Accounting
North American Breweries, Inc. June 2014 - Present
DeJoy, Knauf & Blood, LLP September 2011 - June 2014
Nixon Peabody May 2009 - September 2011
First Allied Management January 2009 - May 2009
The Bonadio Group December 2005 - January 2009
Skills
Tax, Financial Reporting, Tax Preparation, Accounting, US GAAP, QuickBooks, Strategic Financial..., Financial Statements, Financial Analysis, Account Reconciliation, CPA, Corporate Tax, Partnership Taxation, Tax Returns, ProSystem fx Tax, Financial Audits, Sarbanes-Oxley Act, Auditing, Forecasting, Internal Controls, Accounts Receivable, GAAP, General Ledger, Financial Accounting, Tax Accounting, Business Tax Planning, Accounts Payable, Income Tax, Fixed Assets, Sales Tax, Tax Advisory, Payroll, Journal Entries, SEC filings, S Corporations, Peachtree, Revenue Recognition, Property Tax, CCH ProSystem fx, Sarbanes-Oxley, External Audit, Forensic Accounting, Accruals
Education
SUNY Brockport 2003 — 2005
BS, Accounting
Monroe Community College 2002 — 2003
AS, Accounting
The University of Memphis 2001 — 2002
Accounting
Reed Smith LLP May 2013 - July 2013
United States District Court for the Central District of Illinois June 2012 - August 2012
The Bonadio Group May 2011 - August 2011
Boylan Code LLP August 2010 - August 2011
Education
University of Illinois College of Law 2011 — 2014
Juris Doctor
Allegheny College 2006 — 2010
Bachelor of Arts, Political Science; Spanish
Credit Suisse August 2007 - Present
Grant Thornton LLP August 2005 - August 2007
The Bonadio Group November 2003 - August 2005
Education
Bucknell University 1999 — 2003
Bachelor's Degree, Accounting
The Bonadio Group December 2010 - Present
Stefan Sydor Optics January 2008 - December 2010
Turners HOA Managment 2008 - 2008
Skills
Accounting, GAAP, Financial Reporting, General Ledger, Auditing, Internal Controls, Financial Accounting, US GAAP
Education
St. John Fisher College 2007 — 2009
Bachelor's degree, Accounting
St. John Fisher College 2007 — 2009
Bachelor's degree, Accounting and Business/Management
Monroe Community College 2004 — 2006
associate's degree, Accounting and Business/Management
NJR Tax Services May 1991 - Present
The Bonadio Group February 2014 - May 2014
Gaines Kriner Elliott LLP January 2012 - May 2013
Education
SUNY at Buffalo, School of Management 1991 — 2013
Continued Professional Education (Tax)
Erie Community College 1979 — 1982
Associate of Arts and Sciences (A.A.S.), Business Administration
The Bonadio Group June 2014 - Present
DiMarco, Abiusi, & Pascarella CPA December 2010 - June 2014
Cuddy Financial Services January 2009 - April 2010
Mengel, Metzger, Barr & Co. LLP January 2008 - April 2008
Skills
Tax, Tax Preparation, CPA, Financial Statements, Income Tax, Accounting, Tax Research, Journal Entries, Tax Accounting
Education
Rochester Institute of Technology 2008 — 2010
Master of Business Administration (MBA), Accounting
Ithaca College 2004 — 2008
Bachelor of Science (BS), Accounting
North American Breweries, Inc. August 2014 - Present
Stein Fibers November 2012 - July 2014
CG Power Solutions, Inc. November 2011 - November 2012
The Bonadio Group January 2007 - November 2011
Skills
Sage Timberline Office, Mas 90, Microsoft Excel, Microsoft Word, Financial Reporting, QuickBooks, General Ledger, GAAP, Accounting, Financial Accounting
Education
State University of New York College at Brockport 2004 — 2006
Bachelor of Science (BS), Accounting
Monroe Community College 2003 — 2004
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies
Paparazzi Accessories March 2012 - Present
The Bonadio Group October 2005 - Present
Education
Colorado Technical University 2008 — 2010
Bachelor of Business Administration (BBA)
Alexander Hamilton - Milwaukee, WI 1990 — 1994
Merchants Insurance Group October 2010 - Present
The Bonadio Group October 1997 - November 2007
Skills
Access, Accounting, Technical Support, Insurance, Financial Analysis
Education
Bryant and Stratton College
Associate's Degree
Constellation Brands November 2013 - Present
The Bonadio Group 2012 - 2012
LECESSE Construction Services June 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Financial Modeling, Economics, Analysis, Data Analysis
Education
Rochester Institute of Technology 2012 — 2013
Master of Business Administration (MBA), Business Administration, Management and Operations
Mercyhurst College 2008 — 2012
Bachelor of Arts (BA), Busniess Management & Economics
Davie Kaplan, CPA, P.C. May 2015 - Present
The Bonadio Group October 2014 - Present
Davie Kaplan, CPA, P.C. January 2001 - October 2014
Education
Miami University 1991 — 1994
Bachelor of Science (B.S.), Accounting and Finance