The Bonadio Group
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The Bonadio Group Employees
CEC Properties, LLC January 2005 - Present
Merrill Lynch January 2006 - January 2007
Adsertive January 2005 - January 2006
The Bonadio Group January 2004 - January 2005
Skills
Small Business, Real Estate, Strategic Planning, Customer Service, Financial Analysis, Accounting, Financial Reporting, Tax, Investments, QuickBooks, Strategic Financial..., Finance, Banking, Management, Credit, Microsoft Excel, Investment Properties, Mergers & Acquisitions, Sales, Leadership, Contract Negotiation, Financial Planning
Education
Walden University 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance
State University of New York College at Brockport 2000 — 2004
BS, Accounting and Economics
Roberts Accounting, CPAs, P.C. March 2012 - Present
Insero & Company CPAs, P.C. March 2012 - October 2012
FreedMaxick, CPAs, P.C. November 2011 - March 2012
Insero & Company CPAs, P.C. October 2010 - November 2011
The Bonadio Group June 2010 - August 2010
EFP Rotenberg, LLP February 2010 - April 2010
The College at Brockport 2006 - 2010
University of Rochester 2008 - 2009
University of Rochester 2008 - 2009
Skills
Auditing, Financial Statements, Accounting, Income Tax, QuickBooks, Bookkeeping, Client Development, Management, Corporate Tax, Tax Returns, Account Reconciliation, Finance, Cash Flow, Tax, Financial Reporting, Tax Preparation
Education
State University of New York College at Brockport 2006 — 2010
Bachelor of Science, Accounting
Byron-Bergen
Byron-Bergen
PwC August 2014 - Present
The Bonadio Group January 2013 - August 2014
The Bonadio Group June 2012 - August 2012
O'Brien & Gere June 2011 - December 2011
Skills
Auditing, Microsoft Excel, Finance, Financial Statements, Audits of Employee..., Internal Controls, Financial Accounting, Accounting, CCH ProSystem fx, ProSystem fx Tax, GAAP
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Flaherty Salmin LLP July 2014 - Present
Harris Corporation April 2014 - July 2014
Ernst & Young February 2013 - October 2013
The Bonadio Group 2009 - 2012
Becker CPA Review 2006 - 2009
Young and Company, CPAS, LLP 2006 - 2008
EFP Rotenberg, LLP 2003 - 2005
Skills
US GAAP, CPA, Tax, Accounting, GAAP
Education
SUNY Brockport 2000 — 2003
Bachelor's degree, Accounting
The Bonadio Group June 2015 - Present
Skills
Organization, Consideration, Always On Time, Perfectionist, Dedication to work, Microsoft Office, Microsoft Excel, Microsoft Access, Peachtree, QuickBooks, PowerPoint, Bookkeeping, Financial Accounting, Financial Analysis, Outlook
Education
University at Buffalo 2014 — 2015
Master’s Degree, Accounting
University at Buffalo 2010 — 2015
Accounting
The Bonadio Group November 2014 - Present
Access Health Systems May 2012 - November 2014
SUNY Albany August 2010 - May 2012
PricewaterhouseCoopers September 2008 - July 2010
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Financial Analysis, Tax, Sarbanes-Oxley Act, Assurance, US GAAP, Corporate Tax, Internal Audit, GAAP, Microsoft Excel, SEC filings, Income Tax, QuickBooks, Financial Modeling, Financial Statements, Microsoft Office, CPA
Education
SUNY Albany 2010 — 2012
Master's degree, Accounting
Wuhan University 2004 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Bryant & Stratton College May 2014 - Present
Synacor August 2011 - March 2014
The Bonadio Group December 2005 - May 2011
The Hamister Group, Inc. March 2005 - November 2005
Harmac Medical Products March 1999 - March 2005
Agribiotech, Inc. June 1998 - March 1999
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Social Media, Event Planning, Budgets, Leadership, Office Administration
Education
State University of New York College at Fredonia 1978 — 1982
BS, Early Childhood Education (K-6)
The Bonadio Group December 2012 - Present
Education
State University of New York College at Oswego 2010 — 2012
MBA
State University of New York College at Cortland 2009 — 2010
Bachelor of Science (B.S.)
Bishop Ludden 1996 — 1999
August Rosemark, CPA, PLLC October 2013 - Present
Armstrong Vaughan & Associates, PC June 2006 - October 2013
Davie Kaplan Chapman & Braverman, PC January 2006 - June 2006
Murray McDonald LLP July 2002 - January 2006
The Bonadio Group January 2001 - July 2002
Skills
Accounting, QuickBooks, Tax, Financial Reporting, Tax Preparation, Corporate Tax, Income Tax, Financial Statements, Tax Returns, Partnership Taxation, S Corporations, Bookkeeping, Payroll, Small Business, Financial Accounting, CPA, Accounts Payable, Customer Service, Financial Analysis, GAAP, General Ledger, Microsoft Excel, Microsoft Office, Strategic Financial..., Strategic Planning, Management, Budgets, Business Planning
Education
State University of New York College at Brockport 1999 — 2001
Bachelor's degree, Accounting, 3.5
The Bonadio Group December 2010 - Present
Harter Secrest & Emery LLP September 2010 - December 2010
Skills
Financial Reporting, Financial Accounting, Auditing, US GAAP
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2010
M.S., Accounting
St. Lawrence University 2004 — 2008
Economics
Cullari Carrico, LLC May 2015 - Present
The Bonadio Group January 2015 - May 2015
NJ Lenders Corp May 2012 - January 2014
The Local Boys September 2009 - September 2012
Anthony & Sylvan Pools May 2012 - August 2012
Cornell University June 2012 - July 2012
Montville Broncos Youth Wrestling Program November 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Accounting, Finance, Entrepreneurship, Interpersonal Skill, Communication, Leadership
Education
State University of New York College at Oswego 2011 — 2015
Bachelor's degree, Accounting
Montville Township High School 2007 — 2011
The Bonadio Group June 2015 - Present
Monroe County Parks Department June 2014 - Present
three+one advisors January 2014 - Present
Dixon Schwabl Advertising May 2014 - June 2014
Bru-Bag December 2013 - May 2014
Lord & Taylor May 2013 - May 2014
DiBella's Old Fashioned Submarines May 2010 - August 2013
Skills
Retail, Strong organizational..., Team Building, Team Leadership, Microsoft Office, Adaptable to Changes, Strong public speaker, Microsoft Excel, Sales, Customer Service, Access, Time Management, Inventory Management, Outlook, Project Planning, Public Speaking, PowerPoint, Teamwork, Leadership, Marketing, Microsoft Word
Education
SUNY Geneseo 2012 — 2016
Bachelor's degree, Accounting and Sociology
Brighton High School 2008 — 2012
High School, 3.6 GPA
New Era Cap August 2012 - Present
KPMG 2011 - 2012
The Bonadio Group 2010 - 2011
Skills
Sarbanes-Oxley Act, GAAP, QuickBooks, Microsoft Office, Financial Analysis, Accounting, US GAAP, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Tax, Operational Risk, Internal Audit, Sarbanes-Oxley, CPA, Assurance, Access
Education
State University of New York at Buffalo 2006 — 2010
Bachelor of Science (B.S.), Accounting
Brian H. Krauss, CPA, P.C. January 2003 - Present
IMA-Niagara Chapter June 2008 - May 2009
The Bonadio Group September 1997 - February 2003
NFIB December 1995 - September 1997
White House Conference on Small Business 1994 - 1995
Skills
Taxes-Personal, Taxes-Business, Taxes-Cross Border, Taxes-Estate+Trust, F/S-Reviews, F/S-Complilations, F/S-Audits, Accounting Systems, Internal Controls, Business..., Tax Returns, Corporate Tax, Tax, Income Tax, Tax Preparation, Accounting System, Tax Advisory, Auditing, Bookkeeping, CPA, Finance, Payroll, Small Business, Forecasting, GAAP, Sales Tax, Tax Accounting, Accounting, Financial Reporting, Cost Accounting, General Ledger, QuickBooks, Business Planning, Financial Analysis, Financial Accounting, Internal Audit, Tax Research, Training, Accounts Payable, Financial Planners, International Tax, Cash Flow, Strategic Financial..., Managerial Finance, Budgets, Financial Modeling
Education
State University of New York at Buffalo
Master of Business Administration (MBA) - May 1991, Accounting and Business/Management, GPA 3.55 (out of 4.0)
U.S. Department of State June 2004 - Present
DFAS April 2002 - June 2004
The Bonadio Group June 1997 - May 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, CPA, Accounting, Analysis, Financial Analysis, Government, Financial Accounting, Financial Reporting, QuickBooks, Tax, Auditing
Education
State University of New York College at Brockport
Bachelor of Science (BS), Accounting and Finance
University of Maryland University College
BS, Business Administration and Management, General
Premium Mortgage May 2012 - Present
Insero & Co., CPAs, P.C. October 2009 - May 2012
PricewaterhouseCoopers June 2002 - October 2009
Carestream Health 2007 - 2009
Arthur Andersen 1999 - 2002
The Bonadio Group 1997 - 1999
Skills
Internal Controls, Business Acquisition, Technical Accounting, Accounting, Auditing, US GAAP, IFRS, Cash Management, Executive Management, Process Improvement, Big 4, Corporate Tax, Management, Cash Flow Forecasting, Analysis, Account Reconciliation, Revenue Recognition, Financial Statements, Financial Analysis, Mergers & Acquisitions, Financial Reporting
Education
State University of New York College at Geneseo 1992 — 1996
BS, Accounting
Staff Ciampino & Co. June 2012 - Present
Karp, Ackerman, Skabowski & Hogan, CPAs February 2010 - April 2012
The Bonadio Group October 2008 - February 2010
Dorfman Robbie CPAs October 2003 - September 2008
Marks Paneth & Shron LLP February 1998 - August 2003
Skills
Accounting, Tax, Auditing, Tax Preparation, Income Tax, Quickbooks, Audit, Financial Reporting, Non-profits, Tax Returns, QuickBooks
Education
St. John's University, The Peter J. Tobin College of Business 1981 — 1985
BS, Accounting
Creminelli Fine Meats, LLC March 2015 - Present
Denton House Design Studio August 2014 - March 2015
The Bonadio Group November 2013 - August 2014
Gaines Kriner Elliott LLP September 2007 - October 2013
Parker Hannfin - Airtek Division June 2005 - September 2007
Calder Richards Engineering May 2004 - May 2005
AWD Sales and Service May 2001 - May 2004
Skills
Accounting, Accounts Payable, Accounts Receivable, Financial Statements, Auditing, Account Reconciliation, Access, QuickBooks, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Accounting, Budgets, Analysis, Payroll, Outlook, PowerPoint, Finance, GAAP, Administration, Bookkeeping, Sales & Use Tax, Detail Orientation, Excel, Word, Customer Relations, Budgeting, Problem Solving, Customer Service, Tax, Timely, Financial Analysis
Education
State University of New York College at Buffalo 2005 — 2009
Bachelor's, Business Administration
Utah Valley University 2002 — 2004
Associates, Drafting Technology
University of Utah 2001 — 2002
Architecture
Payson High School 1998 — 2001
Relph Benefit Advisors October 2014 - Present
Seneca Foods Corporation September 2013 - September 2014
HR Works, Inc. April 2013 - September 2013
The Bonadio Group October 2008 - March 2013
Medical Management Services, Inc October 2006 - June 2008
Elderwood Senior Care September 2001 - October 2006
Skills
Benefits Administration, Employee Benefits, FMLA, Open Enrollment, COBRA, EEO, Workers Compensation, Employee Handbooks, Leave of Absence, Human Resources, Payroll, New Hire Orientations, Policy, New Hire Orientation, Leaves Of Absence, HR Policies, Orientation, Unemployment Claims, Job Descriptions, HRIS, Performance Appraisal, Exit Interviews, 401k, Benefits, Performance Reviews, Legal Compliance, Employee Recognition, FLSA, Benefit Administration, Employee Relations, Recruiting, Applicant Tracking..., Kronos, Performance Management, Data Analysis, Employee Wellness..., SuccessFactors, Bill Reconciliation, SAP HR, Sage Abra HRMS, MS Office Suite
Education
State University of New York College at Oswego 1982 — 1986
B.S., Business Administration
Fairport High School
Fairport High School
The Bonadio Group February 2006 - Present
UHY LLP 1999 - 2001
Skills
Accounting, Financial Reporting, Tax, Internal Controls, GAAP, Financial Analysis
Education
State University of New York College at Plattsburgh 1992 — 1996
Tops Markets September 2014 - Present
Delaware North Companies January 2010 - August 2012
Freed Maxick & Battaglia, CPAs June 2007 - March 2009
The Bonadio Group January 2007 - May 2007
Fust Charles Chambers, LLP October 2005 - December 2006
Skills
Auditing, GAAP, Internal Audit, Accounting, Financial Reporting, General Ledger, Healthcare, Financial Statements, Risk Assessment, Process Improvement, Financial Audits, US GAAP, Financial Analysis, Financial Accounting, PeopleSoft, Customer Service, CPA, Data Analysis, Internal Controls
Education
State University of New York College at Oswego 2003 — 2005
BS, Accounting, Minor in Economics
The Bonadio Group January 2015 - Present
Testone Marshall and Discenza CPAs, LLP 1988 - December 2014
Syracuse Landmark Theatre 2012 - 2013
Price Waterhouse 1987 - 1988
Kruth Stein Squadrito 1985 - 1987
Skills
CPA, Tax, Tax Preparation, Trusts, Income Tax, Tax Accounting, Corporate Tax, Accounting, Tax Returns, Financial Reporting, Partnership Taxation, S Corporations, Financial Accounting, General Ledger, Fixed Assets, Strategic Financial..., Small Business, Tax Research, Budgets, Nonprofits, QuickBooks, Financial Planners, Financial Statements, ProSystem fx Tax, Tax Advisory, Bookkeeping, Financial Planning
Education
State University of New York College at Oswego 1981 — 1985
BS, Accounting
State University of New York at Fredonia August 2015 - Present
The Bonadio Group November 2013 - Present
Niagara University August 2014 - December 2014
Gaines Kriner Elliott LLP November 2009 - November 2013
SUNY Fredonia August 2008 - May 2009
Skills
Tax, Accounting, GAAP, Income Tax, Corporate Tax, Tax Returns, Financial Statements, Microsoft Excel, Financial Reporting, Tax Preparation, Sales Tax, CPA, Consulting, Budgets, Tax Advisory, Tax Law, Small Business, IRS, Financial Analysis, Partnership Taxation, Pass-through Entities, QuickBooks, Construction Accounting, Forecasting, Assurance, Manufacturing, Payroll Taxes, Business Acquisition, Financial Accounting, Management, Strategic Planning, Financial Projection, Mergers & Acquisitions, Start-ups
Education
University at Buffalo 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York College at Fredonia 2004 — 2005
Bachelor of Science (BS), Accounting
State University of New York College at Fredonia 1999 — 2003
Bachelor of Science (BS), Finance, General
The Bonadio Group December 2014 - Present
MS Consultants, LLC September 2013 - June 2014
Scottrade February 2011 - August 2013
The Bonadio Group February 2013 - April 2013
Education
State University of New York at Buffalo - School of Management 2011 — 2014
Bachelor of Science (B.S.), Accounting
The Bonadio Group November 2011 - Present
Syracuse University November 2010 - February 2012
Onondaga Abstract December 2009 - September 2010
Erdman Anthony May 2007 - February 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, STAR, AutoCAD, Deltek, ProSystem fx Tax, CCH ProSystem fx, Adobe Acrobat, Adobe Professional, Photoshop, Creative Writing, Proposal Writing, Resume Writing, Speech Writing, Transcription, Financial Statements, QuickBooks, Computer Aided Dispatch, Dispatching, Outlook, Public Speaking, Public Safety, Data Entry, Multi Tasking, Switchboard Operator, Receptionist Duties, Problem Solving, Prioritize Workload, Web Analytics, Handle Confidential..., Confidential Documents, Email Marketing, Marketing, Office Management
Education
State University of New York College at Brockport 2004 — 2009
Bachelor of Science (BS), Creative Writing
Irondequoit High School 2000 — 2004
Advanced Regents High School Diploma
The Bonadio Group December 2012 - Present
Northwestern Mutual 2010 - 2011
Skills
PowerPoint, QuickBooks, Accounting, Customer Service, Microsoft Office, Microsoft Word, Financial Analysis, Time Management, Microsoft Excel, Strategic Financial..., Auditing, Financial Accounting, Financial Reporting, Accounts Receivable, Accounts Payable
Education
State University of New York at Oswego 2007 — 2012
Master of Business Administration (MBA), Accounting
The Bonadio Group September 2015 - Present
Buckpitt & Co., Inc. July 2012 - Present
TruCalling August 2014 - June 2015
Salmin, Celona, Wehrle & Flaherty 2009 - 2012
Skills
Accounting, Financial Reporting, General Ledger, Auditing, Account Reconciliation, GAAP, Internal Controls, Spreadsheets, Boilers, Steam Boilers, Sales, Bank Reconciliation
Education
State University of New York College at Oswego 2004 — 2009
Master of Business Administration (MBA), Accounting
State University of New York College at Oswego 2004 — 2009
MBA, Accounting
Sony/ATV September 2014 - Present
Deloitte August 2014 - August 2014
Deloitte October 2012 - August 2014
Vnomics August 2011 - August 2012
The Bonadio Group February 2010 - July 2011
Christine Wheat Special Events September 2008 - January 2009
Skills
External Audit, QuickBooks, Microsoft Excel, PowerPoint, Public Sector Accounting, MS Project, Personal Income Tax..., Minitab, SPSS, Superforms, US GAAP, Financial Statements, Financial Reporting, Organization, Auditing
Education
Livonia Senior High School
Saint John Fisher College 2011 — 2012
Master of Business Administration (MBA), Accounting
State University of New York College at Geneseo 2009 — 2011
Bachelor of Science (BS), Accounting
State University of New York at Albany 2007 — 2009
Accounting
LeChase Construction August 2015 - Present
The Bonadio Group January 2013 - August 2015
C.A.S.H.: Empire Justice Center January 2012 - April 2012
International Institute of Buffalo 2006 - 2008
International Institute of Buffalo May 2007 - August 2007
Skills
QuickBooks, Leadership, CPA, Peachtree, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, People Skills, Auditing, Financial Reporting, Accounting, General Ledger, Tax Preparation
Education
State University of New York College at Brockport 2010 — 2012
Bachelor of Science, Accounting, AACSB Accredited Program
University at Buffalo 2004 — 2008
Bachelor of Arts, Pre-Law studies & minor in Italian
The Bonadio Group November 2006 - Present
Skills
Auditing, Single Audit, Internal Controls, US GAAP, CPA, Financial Statements, Accounting, GAAP, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Microsoft Excel, Tax
Education
Saint John Fisher College 2002 — 2006
Bachelor of Science (B.S.), Accounting and Business/Management
Rochester Regional Health System June 2015 - Present
Becker Professional Education August 2014 - June 2015
The Bonadio Group January 2015 - April 2015
Moe's Southwest Grill December 2013 - January 2015
The Pita PIt August 2013 - December 2013
Cobblestone Creek Country Club June 2012 - November 2012
SUNY Fredonia Phonathon September 2011 - May 2012
Vector Marketing December 2010 - August 2011
V/F United Soccer Club May 2010 - August 2011
Famous Footwear June 2009 - August 2011
Skills
Microsoft Office, Time Management, Teamwork, Customer Service, Leadership, Public Speaking, Social Media, Sales, Social Networking, Financial Analysis, People Skills, Inventory Management, Data Entry
Education
Rochester Institute of Technology 2012 — 2015
Accounting, 3.67 GPA
State University of New York College at Fredonia 2011 — 2012
Accounting
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza, LLP November 2011 - December 2014
Dannible & McKee, LLP October 2008 - November 2011
Skills
Tax Preparation, Internal Controls, Accounting, CPA, Auditing, Customer Service, GAAP, QuickBooks, Budgets, Financial Analysis, Financial Accounting, General Ledger, US GAAP, Financial Reporting, Journal Entries, Fixed Assets, Tax Accounting, External Audit, ProSystem fx Tax, Internal Audit, Accounts Payable, Tax Returns, Corporate Tax, Accounts Receivable, Tax, Income Tax, Bookkeeping, SEC filings, Account Reconciliation, Financial Statements, Government Accounting, Risk Assessment, Single Audit, Forensic Accounting, S Corporations, College Recruiting
Education
University at Buffalo 2003 — 2008
B.S., Accounting
Generations Bank November 2013 - Present
The Bonadio Group January 2011 - September 2013
ParenteBeard LLC September 2008 - January 2011
Community Bank System, Inc. May 2007 - August 2008
United States Marine Corps October 1999 - October 2003
Skills
Auditing, Accounting, US GAAP, Internal Controls, Internal Audit, GAAP, Sarbanes-Oxley Act, General Ledger, Financial Statements, Financial Reporting, Financial Analysis, Financial Accounting, External Audit
Education
State University of New York College at Oswego 2007 — 2008
Master of Business Administration
State University of New York College at Oswego 2005 — 2007
Bachelor of Science, Accounting
The Bonadio Group September 2015 - Present
Rochester Young Professionals July 2013 - Present
Mengel, Metzger, Barr & Co. LLP October 2013 - September 2015
Mengel, Metzger, Barr & Co. LLP March 2013 - September 2013
Mengel, Metzger, Barr & Co. LLP October 2011 - February 2013
Mengel, Metzger, Barr & Co. LLP October 2010 - September 2011
Mengel, Metzger, Barr & Co. LLP October 2008 - September 2010
Gallo & Iacovangelo, Attorneys at Law May 2007 - August 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, GAAP, Tax, ProSystem fx Tax, Income Tax, Tax Preparation, Cash Flow, Employee Benefits, CPA, Financial Statements, US GAAP, Assurance, Fixed Assets, Financial Accounting, Corporate Tax
Education
State University of New York College at Fredonia 2004 — 2008
Bachelor of Science (B.S.), Accounting
Fairport High School 2000 — 2004
Madison Marquette March 2015 - Present
Cassidy Turley April 2013 - June 2014
Cassidy Turley January 2011 - April 2013
Cassidy Turley May 2005 - January 2011
Cassidy Turley December 2000 - May 2005
Spoleta Construction June 1997 - December 2000
The Bonadio Group 1989 - 1997
Education
The College of Wooster 1983 — 1987
BA, History
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza December 1996 - December 2014
Skills
Certified Fraud Examiner, Certified Public..., CPA, GAAP, US GAAP, Income Tax, Tax Preparation, Financial Accounting, Tax, Corporate Tax, Tax Returns, Financial Statements, Tax Accounting, Auditing, Fraud, Accounting, Internal Controls
Education
State University of New York College at Oswego 1985 — 1989
BS, Accounting
Bishop Grimes
The Bonadio Group 2015 - Present
Testone Marshall & Discenza, LLP July 1998 - 2014
Skills
Accounting, GAAP, Financial Accounting, Internal Controls
Education
St. John Fisher College 1982 — 1986
B.S., Accounting, English
The Bonadio Group January 1997 - Present
Bonadio 1997 - Present
Paychex 1996 - 1997
Skills
Income Tax, Internal Controls, Tax Preparation, Forensic Accounting, Financial Reporting, GAAP, Tax, Accounting, Auditing, US GAAP, CPA, Budgets, Financial Accounting, Sarbanes-Oxley Act, Tax Accounting, QuickBooks, Tax Returns, General Ledger, Audits of Employee..., Sarbanes-Oxley, Financial Statements, Corporate Tax
Education
State University of New York College at Brockport 1988 — 1995
Brockport High School 1985 — 1987
The Bonadio Group August 2008 - Present
Dorfman-Robbie, CPA's PC 2003 - 2008
Internship at GE 2002 - 2003
Education
University at Albany, SUNY 1999 — 2003
B.S., Accounting
The Bonadio Group December 2014 - Present
SUNY Fredonia May 2014 - December 2014
Stafford Recreation Company June 2014 - August 2014
SUNY Fredonia August 2013 - May 2014
Northwestern Mutual May 2013 - September 2013
VITA/TCE January 2013 - April 2013
Skills
Retirement Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Services, Accounting, Training, Sales, Tax, Management, Leadership, Strategic Financial..., Budgets, Financial Analysis, Finance, PowerPoint, Microsoft Excel, Financial Planning, Microsoft Office
Education
State University of New York College at Fredonia 2010 — 2014
Bachelor of Science (B.S.), Public Accountancy, Business Finance, and Economics, 3.56 out of 4.0
The Bonadio Group June 2014 - Present
Woodbridge Group, Inc. May 2009 - August 2013
Skills
Finance, Leadership, Social Media, Valuation, Microsoft Office, Public Speaking, Time Management, Social Networking, Facebook
Education
Florida State University 2011 — 2014
Accounting, Accounting and Finance
State University of New York at Buffalo 2010 — 2011
The Bonadio Group December 2013 - Present
Stulmaker, Kohn & Richardon, LLP September 2012 - November 2013
Autotask December 2010 - September 2012
US Oncology May 2010 - August 2010
Hannaford Bros. Co. May 2006 - December 2009
Skills
Excel, Microsoft Office, PowerPoint, Accounting, Customer Service, Word, Spreadsheets, Teamwork, Outlook, Windows, Quickbooks, Financial Accounting, QuickBooks, Microsoft Excel
Education
The College of Saint Rose 2011 — 2012
Masters, Accounting
University at Albany, SUNY 2008 — 2011
B.S., Accounting with a Business Administration Minor
The Bonadio Group March 2011 - Present
Skills
Marketing Strategy, Social Media Marketing, Event Planning, Public Relations, Competitive Analysis, Facebook, Advertising, Digital Media, Blogging, Marketing, Social Media, SEO, Direct Marketing, Creative Direction, Email Marketing, Management, Marketing Communications
Education
State University of New York College at Brockport 1996 — 1998
B.S., Business Administration - Marketing
State University of New York College of Agriculture and Technology at Morrisville 1994 — 1996
Associate of Arts and Sciences (AAS), Business Administration and Management, General
The Bonadio Group July 2011 - Present
Constellation Brands 2007 - 2011
Constellation Brands 2004 - 2007
Insero & Company CPAs, P.C. 2003 - 2004
PricewaterhouseCoopers 2002 - 2003
Arthur Andersen LLP 1998 - 2002
Skills
Mergers & Acquisitions, Accounting, Auditing, Due Diligence, Tax, Corporate Tax, Corporate Finance, Finance, Strategy, Tax Accounting, CPA, US GAAP, Financial Reporting, Internal Controls, Financial Analysis
Education
State University of New York College at Geneseo 1994 — 1998
Bachelor of Science, Accounting
The Bonadio Group September 2005 - Present
Skills
US GAAP, Internal Controls, Auditing, Financial Reporting, CPA, External Audit, Financial Analysis, Financial Statements, Accounting, Income Tax, SEC filings, Assurance, GAAP, Tax Accounting, Tax Preparation, General Ledger
Education
Syracuse University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
Carrols Restaurant Group, Inc. November 2008 - Present
The Bonadio Group September 2007 - October 2008
Beard Miller Company LLP June 2000 - September 2007
Skills
Internal Audit, Financial Reporting, Compliance, PeopleSoft, Excel, Risk Management, Risk Assessment, IT Audit, Compliance Audits, Fraud Investigations, COSO, Microsoft Office, External Audit, SOX, Loss Prevention, CPA, Microsoft Excel, Quality Auditing, Sarbanes-Oxley Act
Education
State University of New York College at Oswego 1990 — 1994
BS, Accounting
PwC August 2012 - Present
Sentry Group May 2011 - August 2011
The Bonadio Group February 2011 - April 2011
Aeropostale 2006 - 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Reporting, Customer Service, Teamwork, Social Media, Financial Accounting, SAP
Education
Boston College 2011 — 2012
Master of Science (M.S.), Accounting
SUNY Geneseo 2008 — 2011
Bachelors of Science, Accounting
Sparrow Financial February 2010 - Present
The Bonadio Group September 2007 - January 2010
Deloitte & Touche September 2002 - September 2007
Ultrafab 1995 - 2000
BTB Consulting 1993 - 1995
Skills
Tax, Accounting
Education
St. John Fisher College 1999 — 2001
Accounting
State University of New York College at Geneseo 1988 — 1993
BA, English, Education
The Bonadio Group 2006 - Present
Porto Leone Consulting, LLC 2003 - 2006
Mikeric Financial Group 2001 - 2003
PricewaterhouseCoopers 1998 - 2001
Skills
Business Valuation, Valuation, Intangible Assets, Mergers & Acquisitions, US GAAP, Financial Analysis, Estate Tax Planning, Due Diligence, Tax, Financial Reporting, Mergers, Internal Audit, Finance, Purchase Price..., Financial Modeling, Succession Planning, Goodwill Impairment, Buy-sell Agreements, Corporate Finance, IFRS
Education
Temple University 1995 — 1997
MBA, Finance
Syracuse University
Synchronet July 2014 - Present
The Bonadio Group November 2013 - July 2014
Gaines Kriner Elliott LLP January 1990 - October 2013
Darien Lake 1983 - 1989
Skills
Access, Small Business, Analysis, Microsoft Excel, Microsoft Office, Windows, Microsoft Exchange, Network Administration, QuickBooks
Education
State University of New York College at Plattsburgh 1985 — 1989
BA, Accounting
Davie Kaplan, CPA, P.C. January 2004 - Present
The Bonadio Group January 2002 - January 2004
Skills
Accounting, Tax, Auditing, Financial Reporting, Tax Preparation, Cost Segregation, Microsoft Office, Internal Controls, US GAAP, GAAP
Education
State University of New York College at Brockport 1997 — 2001
BS, Accounting
Carrier Corporation September 2015 - Present
The Bonadio Group January 2015 - August 2015
Testone, Marshall & Discenza, LLP January 2011 - December 2014
Dannible & McKee, LLP October 2006 - May 2010
Skills
Accounting, Auditing, CPA, Corporate Tax, Financial Accounting, Financial Reporting, GAAP, General Ledger, Internal Controls, Tax Preparation, US GAAP, Financial Statements, QuickBooks, Financial Analysis, Account Reconciliation, Journal Entries, Income Tax, Tax, Tax Accounting, Fixed Assets, Tax Returns, Bookkeeping, Accounts Payable, Microsoft Excel, External Audit, Partnership Taxation, S Corporations, ProSystem fx Tax, Small Business, Sarbanes-Oxley Act, Budgets
Education
State University of New York College at Oswego 2001 — 2006
Bachelor of Science (BS)/Master of Business Administration (MBA), Accounting
Manning Squires Hennig Co., Inc. December 2011 - Present
The Bonadio Group September 2007 - December 2011
Rural Opportunities, Inc August 2005 - December 2005
Education
St. John Fisher College 2004 — 2007
Bachelor's of Science, Accounting
PwC September 2015 - Present
The Bonadio Group July 2014 - August 2015
State University of New York at Oswego August 2013 - January 2014
RJ Caruso Tax & Accounting January 2013 - April 2013
Firley, Moran, Freer & Eassa, PC January 2012 - April 2012
Defense Finance & Accounting Services June 2009 - August 2011
Skills
CCH ProSystem fx, ProSystem fx Tax, QuickBooks, Auditing, Accounting, Microsoft Excel, General Ledger, Tax, English, Government Accounting, Sales Tax, Team-oriented, PowerPoint, Data Entry, Property Management, Payroll, Business Ethics, CPA, Security Audits, Tax Preparation, Fund Accounting, Financial Reporting, Teamwork, Microsoft Office, Accounting Applications, Journal Entries
Education
State University of New York College at Oswego 2013 — 2014
Master of Business Administration (M.B.A.), Public Accounting, 3.38
State University of New York at Oswego 2009 — 2013
Bachelor of Science (B.S.), Accounting, Cum Lade
Xerox - Graphic Communications Operations March 2013 - Present
Xerox January 2013 - Present
The Bonadio Group December 2011 - December 2012
Skills
Accounting, Auditing, Government, Compliance, Union Labor, Microsoft Excel, QuickBooks, Sarbanes-Oxley Act, Financial Accounting, External Audit, Financial Reporting, Finance, Internal Controls, Internal Audit, General Ledger
Education
Saint John Fisher College 2010 — 2012
Master of Business Administration (MBA), Accounting, Matriculated
The Bonadio Group October 2014 - Present
NYS Department of Tax & Finance November 2012 - May 2014
Friendly's Ice Cream, LLC January 2009 - May 2012
Dunkin' Brands November 2006 - January 2009
Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Teamwork, Outlook, Data Entry, Customer Service, Spreadsheets, Time Management, Auditing
Education
State University of New York at Albany 2012 — 2014
Master's Degree, Accounting
State University of New York at Albany 2008 — 2012
Bachelor's Degree, Psychology
The Bonadio Group January 2014 - Present
Gaines Kriner Elliott, LLP January 2013 - April 2013
Education
State University of New York College at Fredonia 2009 — 2013
The Bonadio Group January 2013 - Present
Skills
QuickBooks, Accounting, Auditing
Education
SUNY Brockport 2008 — 2012
Bachelor's degree, Accounting
The Bonadio Group November 2009 - Present
PricewaterhouseCoopers July 2005 - November 2009
EDS July 2001 - July 2005
Paychex August 1997 - July 2001
Skills
IT Audit, Sarbanes-Oxley Act, Auditing, CISA, Risk Management, COBIT, Internal Controls, Process Improvement, Information Security..., Risk Assessment, PCI DSS, Enterprise Risk..., SAS70, Information Security, Internal Audit, Penetration Testing, Business Process, Business Continuity, Governance, Vulnerability Management, Business Process..., Data Security, Sarbanes-Oxley, Disaster Recovery, Financial Reporting, Assurance, Program Management, Information Technology, Security, COSO, HIPAA, Analysis, US GAAP, CISSP, SEC filings
Education
State University of New York College at Oswego 1995 — 1997
BS, Economics
State University of New York College of Agriculture and Technology at Cobleskill 1993 — 1995
AS, Business Admin
NYS Department of Correctional Services May 2014 - Present
Associated Builders and Contractors, Inc. July 2011 - July 2013
The Bonadio Group January 2009 - June 2011
Kimball and Associates May 2004 - August 2009
Erdman Anthony 2000 - 2004
Skills
Strategic Planning, Budgeting, Marketing Strategy, Event Planning, Budgets, Sales, Social Media Marketing, Contract Negotiation, Business Development, Marketing, Public Relations, Team Building, Email Marketing, Event Management, New Business Development, Management, Outstanding...
Education
Saint John Fisher College
Bachelor of Science (BS), Marketing
Gordon Companies Inc. July 2015 - Present
SPoT Coffee June 2012 - July 2015
AIX Group - A Member of Hanover Insurance Group, Inc. September 2011 - June 2012
The Bonadio Group June 2005 - September 2011
KPMG September 2002 - June 2005
E*TRADE Financial September 1999 - September 2002
Skills
Financial Reporting, Auditing, Internal Controls, Accounting, GAAP, Audit, Excel, SOX, Budgets, Analysis, Sarbanes-Oxley Act, Account Reconciliation, CPA, Finance, Financial Analysis, Microsoft Excel, US GAAP
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
MBA, Accounting
State University of New York College at Buffalo 1992 — 1997
BS, Economics and Finance
GateHouse Media June 2014 - Present
Durham Commercial Capital February 2014 - June 2014
GateHouse Media November 2013 - February 2014
EFP Rotenberg, LLP January 2012 - October 2013
EFP Rotenberg, LLP December 2009 - January 2012
The Bonadio Group February 2008 - December 2009
KPMG Audit December 2004 - February 2008
KPMG LLP June 2004 - August 2004
Skills
Auditing, Internal Controls, Accounting, Financial Reporting, Risk Management, Valuation, Sarbanes-Oxley, Tax, Mergers & Acquisitions, Assurance, Mergers, Research, Consulting, Proposal Writing, Income Tax, Negotiation, Networking, Forecasting, Finance
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2004
Bachelor of Science, Accounting & Finance
American Express November 2013 - Present
Bausch + Lomb February 2013 - August 2013
Insero & Company CPAs, P.C. February 2012 - February 2013
PwC February 2011 - February 2012
Insero & Company CPAs, P.C. January 2008 - January 2011
The Bonadio Group June 2007 - September 2007
Gibraltar Industries June 2006 - October 2006
Harris RF Communications May 2005 - August 2005
American Campus Communities October 2004 - March 2005
Skills
IT Governance, Compliance, Audit, Cloud Computing, ERP, Financial Reporting, US GAAP, Tax, CPA, IT Audit, Sarbanes-Oxley, IT Controls, Network Security, SQL, CISA, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Business Process, External Audit
Education
University at Buffalo 2003 — 2007
Bachelors of Science, Accounting & Finance
Lougen Valenti Bookbinder & Weintraub LLP 2009 - Present
Del Monte Hair System & Day Spa August 1986 - Present
The Bonadio Group April 2002 - February 2009
ADP 1999 - 2002
Great Lakes Electronic Distributing 1997 - 1999
Skills
Marketing Strategy, Media Relations, Brand Management, Networking, Lead Generation, Marketing, Business Development, B2B, Web Marketing, Social Media Marketing, Budgets, Small Business, Market Planning, New Business Development, Strategic Planning, Account Management, Email Marketing, Social Media, Marketing Communications, Employee Benefits, Advertising, Fundraising, Leadership, Direct Mail, Strategy, Online Marketing
Education
University at Buffalo 1981 — 1985
BS, Computer Science, Statistics
Sweet Home High School 1978 — 1981
The Bonadio Group October 2015 - Present
The Bonadio Group February 2015 - April 2015
SEFCU Insurance Agency, Inc. May 2013 - February 2015
Price Chopper Supermarkets May 2008 - May 2013
Skills
Customer Service, Microsoft Excel, Financial Reporting, Financial Analysis, Data Analysis
Education
The College of Saint Rose 2014 — 2015
Master of Science (MS), Accounting, 3.77
University at Albany 2010 — 2014
Bachelor of Science (B.S.), Accounting, 3.43
University at Buffalo August 2011 - Present
Szymkowiak & Associates, CPAs May 2015 - August 2015
The Bonadio Group January 2015 - April 2015
First Niagara Bank June 2014 - December 2014
Bearing Distributors, Inc. May 2013 - August 2013
Penfield Country Club September 2009 - August 2013
Skills
Microsoft Excel, microsoft access, Service Skills, Personable, Accounting, Communication, Leadership, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Management
Education
State University of New York at Buffalo 2011 — 2015
Bachelor's degree, Accounting, Senior
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza, LLP June 2011 - January 2015
TAG Group, LLC January 2008 - May 2011
KeyBank November 2006 - January 2008
Dairylea Cooperative Inc. May 2004 - November 2006
Cowley Associates October 2003 - March 2004
American Red Cross - Onondaga-Oswego Chapter May 2002 - October 2003
Skills
Public Relations, Press Releases, Event Planning, Social Media, Community Relations..., Strategic Communications, Internal Communications, Copywriting, Nonprofits, Proposal Writing, Advertising, Leadership, Social Media Marketing, Marketing, Small Business, Online Marketing, Trade Shows, Strategic Partnerships, Community Development, Management, Media Relations, Training, Marketing Communications, Budgets, Email Marketing, Program Management, Newsletters, Corporate Communications, Publications, Fundraising, Event Management, Social Networking, Integrated Marketing, Web Design, Sponsorship, Brand Development, PowerPoint, Facebook, Blogging, Crisis Communications, Online Advertising, Marketing Strategy, Brand Awareness, Start-ups, Direct Mail, Corporate Branding, Media Planning, Direct Marketing, Proofreading
Education
State University of New York College at Geneseo 1997 — 2001
Bachelor of Art, Communications
Dale Carnegie - Leadership Training
Leadership Greater Syracuse - Class of 2006
Bennett Contracting, Inc. July 2014 - Present
The Bonadio Group September 2002 - June 2014
Skills
Financial Audits, M&A support, Due Diligence, Audits of Employee..., Construction Cost..., Construction Accounting, CPA, Auditing, Strategic Planning, Tax Preparation, GAAP, Tax Accounting, US GAAP, Income Tax, Financial Reporting, Internal Controls, Financial Statements, Accounting, General Ledger, External Audit, Tax, Revenue Recognition, Assurance, Financial Accounting
Education
SUNY Geneseo 1998 — 2002
Bachelor's degree, Accounting
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza, LLP January 2006 - December 2014
Firley, Moran, Freer & Eassa, PC January 2000 - December 2005
Skills
Accounting, Auditing, CPA, GAAP, Income Tax, Financial Accounting, Internal Controls, QuickBooks, Tax, Tax Preparation, Financial Reporting, US GAAP, Tax Accounting, Tax Returns, Corporate Tax, Strategic Financial..., Financial Statements, Partnership Taxation, S Corporations, General Ledger, Bookkeeping, Business Valuation, Fixed Assets, Tax Research, Forensic Accounting
Education
State University of New York College at Oswego 1995 — 1999
Bachelor of Science, Accounting
The Bonadio Group January 2015 - April 2015
Kellogg Company 2011 - September 2014
Tops Markets 2009 - 2011
P&C Market 2007 - 2009
Skills
Customer Service, Inventory Management, Leadership, Merchandising, Time Management, Microsoft Excel, Retail, Inventory Control, Higher Education, Team Leadership, Social Media, Microsoft Word, Enjoy Working with..., First Aid, Teamwork, Customer Satisfaction, Financial Analysis, Financial Accounting, Cost Accounting, Project Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Accounting and Finance
Westhill High School 2007 — 2011
High School Diploma, Business
The Bonadio Group June 2015 - August 2015
IBM January 2015 - May 2015
Swarovski August 2014 - December 2014
Deep Blue Communications May 2013 - August 2014
F Lafferty & Co. May 2014 - July 2014
Skills
Accounting, QuickBooks, Bookkeeping, Microsoft Excel, Microsoft Office, Teamwork, Data Analysis, Microsoft Word, Access, Research
Education
SUNY Plattsburgh 2012 — 2016
Accounting, 3.79
Shaker High School 2009 — 2012
The Bonadio Group January 2015 - Present
Skills
Time Management, Leadership, Facebook, Social Media Marketing, Social Networking
Education
SUNY Oswego 2011 — 2015
Howlett Farms October 2013 - Present
Rochester Random Acts of Kindness January 2012 - April 2014
Ultralife Corporation September 2013 - October 2013
Once Again Nut Butter Collective March 2012 - July 2013
Mark's Leisure Time Marine July 2011 - March 2012
The Bonadio Group November 2004 - April 2011
The Golf Passport November 2010 - January 2011
Rich Products April 2003 - September 2003
Skills
CPA, Accounting, Auditing, Financial Reporting, GAAP, US GAAP, Tax, SEC filings, Income Tax, Internal Controls, General Ledger, Tax Preparation, Sarbanes-Oxley Act, Financial Accounting, ESOP, Finance, Budgets, Business Planning, New York State..., Financial Statements, Cash Flow, Financial Modeling, Cost Accounting, Financial Audits, Forecasting, Corporate Finance, Account Reconciliation, Analysis, Payroll, Sarbanes-Oxley, Financial Analysis, Fixed Assets, Variance Analysis, Risk Management, Revenue Recognition, Tax Accounting, Corporate Tax, Forensic Accounting, QuickBooks, Internal Audit, Assurance, External Audit, Strategic Financial..., Accounts Payable, Tax Returns, Small Business, IFRS, Strategic Planning, Team Building
Education
State University of New York College at Geneseo 2000 — 2004
bachelors of science, accounting
Williamsville North High School 1996 — 2000
Pizza D's August 2011 - Present
The Bonadio Group September 2008 - Present
Skills
Internal Controls, CPA, US GAAP, Auditing, GAAP
Education
State University of New York at Buffalo 2004 — 2008
Accounting
The Bonadio Group December 2014 - Present
The Bonadio Group June 2013 - August 2013
Testone, Marshall & Discenza, LLP October 2012 - April 2013
Super 8 October 2008 - January 2013
Legrand June 2012 - August 2012
State University of New York at Oswego August 2010 - December 2010
Skills
Accounting, Microsoft Excel, Leadership, Customer Service, Front Office, Hospitality, Microsoft Word, Hospitality Industry, Hotels, Microsoft Office, Accounts Payable, Auditing
Education
SUNY Oswego 1996 — 2014
B.S. Accounting / M.B.A., Accounting
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza, LLP May 2009 - December 2014
Dimarco, Abiusi & Pascarella CPAs May 2000 - August 2008
Skills
Payroll, QuickBooks, Accounts Payable, Tax Returns, Journal Entries, Account Reconciliation, Bookkeeping, Accounts Receivable, Microsoft Excel, Cash Flow, Strategic Financial..., Accruals, Small Business, Financial Analysis, Tax Preparation, GAAP, Financial Reporting
Education
SUNY Oswego 1996 — 2000
Bachelor's degree, Accounting, 3.3
The Bonadio Group Board memberAmerican Red Cross of Northeastern NY2008 - August 2010
Education
University at Albany, SUNY 1983 — 1987
BS, Accounting
The Bonadio Group September 1992 - Present
ESL Federal Credit Union September 2001 - April 2006
Skills
Auditing, Internal Controls, GAAP, Budgets, QuickBooks, General Ledger, Financial Accounting, Financial Audits, Accounting, Tax, CPA, Tax Preparation, US GAAP, Financial Reporting, SEC filings, Financial Analysis
Education
State University of New York College at Geneseo 1988 — 1992
B.S., Accounting
McQuaid Jesuit High School 1984 — 1988
The Bonadio Group June 2007 - Present
Lougen, Valenti, Bookbinder and Weintraub 2005 - 2007
Honeoye Fall Market Place 1996 - 2005
Skills
Auditing, CPA, Not for Profit, Non-profits, Financial Statements, Financial Reporting, GAAP, US GAAP, Financial Accounting, Internal Controls, Accounting
Education
State University of New York College at Geneseo 2003 — 2005
BS, Accounting
Honeoye Falls-Lima High School
Bonadio & Co., LLP November 2013 - Present
Life Church 2010 - Present
Wegmans Food Markets June 2006 - November 2013
The Bonadio Group June 2012 - April 2013
Testone, Marshall & Discenza, LLP January 2012 - April 2012
Skills
QuickBooks, Auditing, Tax Preparation, Accounting
Education
State University of New York College at Oswego 2010 — 2012
Master of Business Administration (M.B.A.), MBA/B.S. Accounting
The Bonadio Group February 2014 - Present
Arthur Place & Company, P.C. August 2010 - February 2014
Northwestern Mutual November 2008 - June 2009
Skills
Finance, Financial Analysis, Microsoft Word, Strategic Financial..., Accounting, Income Tax, US GAAP, Microsoft Excel, Financial Reporting, CPA, GAAP, Tax Research, Auditing, Tax Preparation, Corporate Tax, General Ledger, Financial Statements, ProSystem fx Tax, Partnership Taxation, Tax Accounting, Fixed Assets, Financial Planning
Education
State University of New York at Albany 2007 — 2009
Bachelors of Science, Accounting
Crouse Hospital August 2015 - Present
Crouse Hospital January 2014 - August 2015
Crouse Hospital February 2013 - January 2014
PwC November 2011 - February 2013
The Bonadio Group September 2009 - November 2011
State University of New York at Oswego September 2005 - May 2009
BlueChip, SUNY Oswego October 2006 - March 2009
The Bonadio Group June 2008 - August 2008
Hardy Construction April 2007 - January 2008
Southern Wine & Spirits May 2006 - March 2007
Skills
Accounting, Accounts Payable, Auditing, Budgets, Finance, GAAP, Internal Controls, Management, Nonprofits
Education
State University of New York College at Oswego
B.S, Accounting
The Bonadio Group September 2007 - Present
Skills
Tax Preparation, Trusts, ProSystem fx Tax, Financial Accounting, Income Tax, Tax Accounting, Sales Tax, QuickBooks, Fixed Assets, Corporate Tax, Tax Returns, S Corporations, GAAP, Partnership Taxation, Tax
Education
State University of New York Empire State College 2009 — 2012
Bachelor's degree
Excellus BCBS December 2014 - Present
Geospatial Systems March 2013 - December 2014
Thermo Fisher Scientific July 2009 - March 2013
The Bonadio Group September 2008 - April 2009
Skills
Hyperion HFM, Microsoft Excel, Syspro, SAP, Microsoft Office 2007, Stratum Planner, Sales Data Warehouse, Spreadsheet Server, JAMIS, AS400 system, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, General Ledger, Variance Analysis, Accounting, Internal Controls, GAAP
Education
SUNY Geneseo 2007 — 2008
Master's degree, Accounting
SUNY Geneseo 2003 — 2007
Bachelor's degree, Accounting
The Bonadio Group January 2015 - Present
Testone, Marshall & Discenza, LLP October 2012 - January 2015
Seeler Engineering, P.C. September 2011 - September 2012
Wegmans Food Markets June 2006 - September 2012
CNY Blast Volleyball Club November 2010 - March 2012
Testone, Marshall & Discenza, LLP December 2010 - September 2011
H & R Block January 2011 - April 2011
Skills
Microsoft Excel, QuickBooks, Customer Service, GAAP, Account Reconciliation, Auditing, Financial Statements, ProSystem fx Tax, Accounting, Tax, Tax Preparation, Payroll, Invoicing, Financial Reporting, Financial Accounting, Bookkeeping
Education
Saint John Fisher College
Master of Business Administration (M.B.A.), Accounting
Saint John Fisher College 2008 — 2012
Bachelor of Science, Accounting with a minor in Corporate Finance
KPMG US July 2014 - Present
KPMG US October 2012 - June 2014
Memorial Sloan-Kettering Cancer Center June 2011 - August 2011
The Bonadio Group February 2011 - April 2011
City of Peekskill May 2010 - July 2010
Ronald A. Mermer CPA, P.C. May 2009 - August 2009
Skills
Accounting, GAAP, Microsoft Excel, QuickBooks, Tax, Financial Analysis, Auditing, CPA, Bookkeeping, Financial Accounting
Education
State University of New York at Oswego 2007 — 2012
Masters of Business Administration, Accounting
Carrols Corporation May 2015 - Present
The Bonadio Group December 2013 - May 2015
Skills
Microsoft Office, Microsoft Word, PowerPoint, Time Management, Teamwork, US GAAP
Education
St. John Fisher College 2009 — 2013
Master of Business Administration (MBA), Accounting
University of Pittsburgh 2008 — 2009
The Bonadio Group January 2015 - Present
Preferred Mutual February 2009 - Present
Petrone & Petrone PC November 2005 - Present
Kids Oneida, Inc. November 2012 - November 2014
Petrone & Petrone, P.C. October 2005 - January 2013
PricewaterhouseCoopers August 1983 - October 2005
Skills
Accounting, Strategic Planning, Tax, Legal Writing, Financial Reporting, Legal Research, Nonprofits, Microsoft Office, Litigation, Social Media
Education
Boston University Law School
LLM, Taxation
Suffolk University Law School
JD
Pinnacle Recruiting & Staffing LLC September 2009 - Present
Aegis - Human Capital Optimization April 2015 - Present
Sedelco LLC July 2012 - December 2014
Top Recruiter: Miami Series June 2014 - June 2014
Mildred Elley January 2009 - December 2009
The Bonadio Group March 2009 - October 2009
Yoh March 2006 - February 2009
Linium June 2004 - March 2006
Skills
Talent Acquisition, Recruiting, Talent Management, Time Management, Employee Relations, Human Resources, Cold Calling, Account Management, Process Improvement, Technical Recruiting, Applicant Tracking..., Interviews, HRIS, Leadership, Management, Personnel Management, CRM, Temporary Placement, Internet Recruiting, Program Management, Training, Sourcing, HR Consulting, Project Management, Hiring, Contract Recruitment, Start-ups, College Recruiting, Onboarding, Resume Writing, Consulting, Marketing, Temporary Staffing, Staff Augmentation, Benefits Negotiation, Staffing Services, Sales, Networking, Information Technology, Screening Resumes, Executive Search, Permanent Placement, RPO, Search, Screening, Job Descriptions, Payroll, IT Recruitment, Enterprise Software, Employer Branding
Education
College of Nanoscale Science and Engineering
Nanoscale Engineering / NanoEconomics graduate coursework
State University of New York at Albany 2002 — 2004
MBA, Human Resource Information Systems (HRIS)
University at Albany, SUNY 2000 — 2002
BS, Business Administration (Marketing concentration)
Schenectady County Community College 1998 — 2000
AS, Business Administration
Schenectady High School 1991 — 1995
High School Diploma
Leftfield Pictures September 2014 - Present
Leftfield Pictures September 2013 - August 2014
Leftfield Pictures January 2013 - August 2013
The Bonadio Group January 2012 - October 2012
Diversified Wealth Strategies August 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, CCH ProSystem fx, ProSystem fx Tax, Checkpoint, Financial Reporting
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Master of Science (MS), Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science (BS), Accounting and Finance, 3.5
University of Pennsylvania September 2012 - Present
CIT June 2015 - August 2015
Flaum Management Company May 2014 - July 2014
The Bonadio Group May 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Sports, Time Management, Leadership, Team Building, Coaching, Team Leadership, Critical Thinking
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (BA), Economic History, Junior
The London School of Economics and Political Science (LSE)
International Political Economies
Saint Gregory's School April 2012 - June 2013
The YWCA of the Greater Capital Region 2013 - 2013
The AIDS Council of Northeastern New York March 2009 - April 2012
The Bonadio Group January 2006 - December 2007
US Foodservice July 2002 - December 2006
Skills
Event Planning, Event Management, Social Media, Fundraising, Social Media Marketing, Non-profits, Public Relations, Marketing Communications, Public Speaking, Marketing Strategy, Marketing, Social Networking, Strategic Planning, Web Design, Budgets, Volunteer Management, Newsletters, Media Relations, Nonprofits, Project Planning, Advertising, Facebook, Graphic Design, Press Releases, Grants, Editing, Sponsorship, Community Outreach, Publicity, Blogging, Program Development, Leadership, Recruiting, Proposal Writing, Creative Direction, Grant Writing, Direct Mail, Sales, Community Development, Management, Training, Strategy, Trade Shows
Education
University at Albany, SUNY 1998 — 2002
BA, English, Art History
The Bonadio Group January 2006 - Present
Skills
Benefits Administration, Payroll, Employee Benefits, Human Resources, Accounting, Microsoft Excel, Employee Relations, Auditing
Education
State University of New York College at Geneseo 2002 — 2006
B.A., Literature, Art History, American Studies
Thaney & Associates, CPAs, P.C. October 2014 - Present
Nacca & Capizzi, CPA's September 2009 - August 2014
Newtex Industries, Inc. August 2008 - August 2009
The Bonadio Group January 2007 - August 2008
Nixon Peabody August 2004 - January 2007
Mintz Levin August 1996 - August 2002
Skills
Tax, Trust Accounting, Partnership Accounting, Auditing, Compliance, Quickbooks, Accounting, QuickBooks, General Ledger, Income Tax, Corporate Tax, Variance Analysis, Tax Returns, Sales Tax, Account Reconciliation, Finance, Cash Flow, Tax Preparation, Forecasting, GAAP, Financial Reporting, Cash Management, Budgets, CPA
Education
Suffolk University Law School 2000 — 2004
Law, Tax and Trusts & Estates
State University of New York Institute of Technology at Utica/Rome 1986 — 1989
Bachelor of Science (B.S.), Accounting and Business/Management
Central City Business Institute 1984 — 1986
Associate of Science (AS), Business Administration and Management, General
IHC 1978 — 1982
Bonadio Wealth Advisors, LLC October 2008 - Present
The Bonadio Group 1995 - Present
Financial Planning Association of NENY January 2009 - December 2010
Estate Planning Council of Eastern New York July 2009 - June 2010
DR Financial Services, LLC July 1998 - October 2008
Dorfman-Robbie, CPAs, P.C. July 1995 - July 1998
Bollam, Sheedy, Torani & Co., CPAs December 1987 - July 1995
Skills
Tax, Personal Financial..., Retirement Planning, Estate Planning, Business Owners, Business Executives, Personal CFO Services, Investment Consulting, Public Speaking, Accounting, Financial Planners, Strategic Financial..., Personal Finance..., Article writing, Personal Financial..., Small Business, Tax Preparation, Income Tax, Financial Advisory, CPA, Financial Planning
Education
Pittsford Sutherland High School 1979 — 1983
State University of New York College at Oswego
BS, Accounting
Coordinated Care Services, Inc. October 2012 - Present
Tribridge September 2011 - September 2012
Tribridge February 2003 - January 2012
Navint Consulting September 2001 - December 2008
Logisoft Interactive September 2000 - September 2001
The Bonadio Group September 1993 - September 2000
Skills
SOA, Great Plains Software, Microsoft Dynamics, ERP, Microsoft CRM, SQL, Financials, SaaS, Professional Services, IT Strategy, Business Intelligence, Business Process, Software Implementation, Business Analysis, Axapta, SharePoint, SSRS, Microsoft SQL Server, Software Project..., Integration, Software Development, Business Process...
Education
State University of New York College at Geneseo 1989 — 1993
BS, Accounting
SUNY Brockport Marketing SpecialistLeChase ConstructionJanuary 2011 - August 2011
The Bonadio Group March 2010 - December 2010
Senior Lending Network September 2007 - March 2010
CRN Magazine / CMP Media September 2005 - July 2007
Bally Total Fitness Corp. 2002 - 2004
Book-of-the-Month Club 1998 - 2002
Skills
Editing, Social Media, Copy Editing
Education
State University of New York College at Brockport 2011 — 2013
MA, Secondary English & Special Education
State University of New York at New Paltz
BA, English
The Bonadio Group September 1996 - Present
Integrated Nano Technologies 2004 - 2005
Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Finance, Auditing, Accounting, Financial Reporting, CPA, US GAAP, Start-ups, GAAP, Valuation, Investment Banking, Mergers, Recapitalizations, Internal Controls, Cash Flow, Financial Modeling, Acquisitions, Venture Capital, M&A experience, Business Acquisition, Divestitures, Financial Transactions, Management Buyouts, Creative Financing, Capital Structure, Purchase Price...
Education
State University of New York College at Geneseo 1992 — 1996
BS, Accounting
Penfield High School 1988 — 1992
VitbergLLC 2011 - Present
First Allied Corporation November 2008 - June 2011
The Bonadio Group May 2006 - November 2010
CGI Communications May 2006 - August 2008
Skills
Online Marketing, Customer Relations, Lead Generation, Web Design, Market Research, Inbound Marketing, Videography, Client Communication, Web Services, SEO, HubSpot, Customer Service, Social Media Marketing, Google Analytics, Google Adwords, PPC, Digital Marketing, SEM, Email Marketing, Social Media, Blogging, Marketing, Web Analytics, Content Marketing, Mobile Marketing, Web Marketing, Facebook
Education
State University of New York College at Fredonia
Bachelor of Science, Communications
Fairport High School
Rochester Hearing and Speech Center November 2014 - August 2015
Excellus BCBS April 2007 - October 2014
The Bonadio Group December 2003 - March 2007
PwC January 2003 - August 2003
Robert Half Management Resources 2003 - 2003
Deloitte August 2000 - December 2002
Marsh McLennan Companies, Inc. January 1998 - August 2000
Newbridge Communications 1993 - 1998
Skills
Accounting, Auditing, Finance, Internal Audit, Financial Audits, Internal Controls, Operations Audit, Compliance Assurance, Budgeting & Forecasting, Process Control, Regulatory Compliance, Team Leadership, Board Relations, Analysis, Financial Accounting, Financial Analysis, Assurance, Financial Reporting, Management, Process Improvement, Leadership, Budgets, Strategic Planning
Education
State University of New York College at Brockport 1986 — 1990
BS, Accounting
Schantz Homes, Inc. 1991 - Present
The Bonadio Group 1984 - 1991
Coopers & Lybrand 1985 - 1987
Skills
Real Estate Development, Single Family Homes, Construction
Education
Syracuse University 1978 — 1982
BS, Accounting, Finance
Buffalo Engine Components April 2014 - Present
The Bonadio Group December 2011 - April 2014
Quality Inspection Services, Inc. August 2010 - December 2011
The Bonadio Group January 2005 - August 2010
Raymond F Wager CPA's 2003 - 2004
Education
State University of New York at Buffalo 1999 — 2003
Bachelor of Accounting, Accounting
The Bonadio Group January 2002 - Present
Freed Maxick & Battaglia, CPAs September 1993 - December 2001
Skills
Auditing, Tax, CPA, Financial Accounting, GAAP, QuickBooks, Financial Reporting, External Audit, Internal Controls, Tax Preparation, Income Tax, Accounting, SEC filings, Tax Accounting, US GAAP, Employee Benefits, Corporate Tax, Sarbanes-Oxley Act, Tax Returns, Forensic Accounting
Education
State University of New York College at Geneseo 1985 — 1989
BS, Accounting
Chapman & Co., P.C. February 2006 - Present
Big Brothers Big Sisters of Greater Rochester February 2004 - November 2005
The Bonadio Group November 2001 - February 2003
Davie Kaplan, CPA, P.C. January 1999 - November 2001
Skills
Tax Planning, Financial Analysis, Financial Reporting, Cash Flow Management, Cash Flow Forecasting, Planning Budgeting &..., Bookkeeping, Procedure Manuals, Procedure Development, Internal Controls, Auditing, Retirement Planning, Nonprofits, Data Analysis, Fixed Asset Depreciation, Microsoft Excel, Organizational..., Teamwork, Organization Skills, Client Presentation, Leading Meetings, Income Tax, Corporate Tax, Tax Preparation, Research, Interpersonal Skills, Leadership, Microsoft Word, Social Media, Critical Thinking, Big-picture Thinking
Education
State University of New York at Geneseo 1995 — 1998
Bachelor's degree, Accounting
Webster High School
Diploma
Patterson Stevens, Inc. March 2014 - Present
Cannon Design March 2011 - February 2014
The Bonadio Group January 2006 - March 2011
Raymond F. Wager, CPA P.C. December 2000 - December 2005
Skills
Accounting, Financial Reporting, GAAP, General Ledger, QuickBooks, Accounts Payable, Account Reconciliation, Accounts Receivable, CPA, Financial Analysis, US GAAP, Internal Controls, Payroll, Sarbanes-Oxley Act, Auditing
Education
State University of New York College at Brockport 1996 — 2000
BS, Accounting
Cicero North Syracuse High School
The Bonadio Group January 2013 - Present
The Bonadio Group September 2009 - December 2012
Momentive Performance Materials January 2009 - September 2009
UHY Advisors December 2001 - December 2008
IBM June 2000 - January 2001
Skills
Auditing, Accounting, GAAP, Internal Controls, Financial Reporting, Healthcare, US GAAP, Tax, Financial Accounting, Financial Analysis, Income Tax, General Ledger, Tax Preparation, Forensic Accounting, Accounts Receivable, Forecasting
Education
State University of New York College at Plattsburgh 1997 — 2001
BS, Accounting
First Niagara Bank July 2015 - Present
First Niagara Bank February 2014 - July 2015
First Niagara Bank May 2011 - July 2015
The Bonadio Group December 2010 - May 2011
Five Star Bank October 2004 - December 2010
Five Star Bank December 2000 - October 2004
National Museum of the American Indian 1997 - 2000
Skills
Risk Management, Information Security, Risk Assessment, Enterprise Risk..., Financial Risk, Leadership, Microsoft Excel, Microsoft Word, SharePoint, Vendor Management, GLBA, IT Security Policies, Cultural Anthropology, Research, Information Assurance, Management, Operational Risk..., PowerPoint, Visio, Microsoft Visio, Microsoft PowerPoint, Compliance, Drafting Policies, Drafting Procedures, Museum Collections, Archaeology, Archaeological Survey, Certified Lean, Lean Thinking, Lean Tools, Lean Operations, Process Improvement, Business Process..., Information Security..., Analysis
Education
University of Fairfax 2007 — 2009
Master of Science, Information Security Management, 3.97
Ellis College of New York Institute of Technology 2004 — 2006
Masters of Business Administration, Risk Management, 3.9
SUNY Oswego 1993 — 1997
Bachelor of Arts, Cultural Anthropology, 3.0
Columbian Financial Group June 2012 - Present
The Bonadio Group August 2011 - December 2012
ParenteBeard LLC April 2009 - August 2011
Beard Miller Company November 2006 - March 2009
PricewaterhouseCoopers September 1998 - November 2006
Skills
CPA, GAAP, SEC filings, US GAAP, Sarbanes-Oxley Act, Accounting
Education
State University of New York College at Oswego 1995 — 1998
Accounting
McGladrey December 2014 - Present
The Bonadio Group December 2010 - December 2014
ING June 2010 - November 2010
Northwestern Mutual Financial Network June 2009 - March 2010
Empire State College June 2008 - January 2009
Skills
Financial Analysis, Financial Accounting, Tax, Leadership, Finance, Accounting, US GAAP, Financial Reporting, Auditing, GAAP, Internal Controls, Financial Statements, Account Reconciliation
Education
State University of New York College at Brockport 2006 — 2010
Bachelor of Science (B.S.), Finance AACSB, 3.85
State University of New York College at Brockport 2006 — 2010
Bachelor of Science (BS), Accounting AACSB
General Electric (GE) September 2014 - Present
Peter Young Housing, Industries and Treatment June 2012 - September 2014
Townsend Leather September 2011 - May 2012
The Bonadio Group 2008 - April 2011
Frontier Communications 2002 - 2004
Frontier Communications 2001 - 2002
Skills
Accounting, GAAP, Financial Statements
Education
University at Albany, SUNY 2005 — 2008
B.S., Accounting
The Bonadio Group 2014 - Present
Bevilacqua & Co December 2006 - October 2014
Skills
Account Reconciliation, Accounting, Auditing, Financial Accounting, Financial Reporting, GAAP, General Ledger, Internal Controls, Journal Entries
Education
University at Buffalo
Manning Squires Hennig September 2015 - Present
The Greater Rochester Health Foundation March 2015 - September 2015
Genesee Country Village & Museum May 2010 - March 2015
Dr. Phillips, Inc. June 2006 - April 2010
PricewaterhouseCoopers 2003 - 2006
The Bonadio Group 2000 - 2003
Education
State University of New York College at Geneseo
BS, Accounting
Prolift Buffalo July 2014 - Present
Zoladz Construction July 2012 - July 2014
Carolina Sunrock LLC September 2011 - June 2012
The Bonadio Group June 2006 - August 2011
Skills
Financial Reporting, Budgets, Accounting, Internal Controls, Fixed Assets, Income Tax, Corporate Tax, Microsoft Excel
Education
University at Buffalo 2014 — 2017
Master of Business Administration (MBA)
State University of New York at Buffalo 2004 — 2006
Bachelor of Science (BS), Accounting and Finance
Hutch Tech
Hutch Tech
Provvidenza & Wright CPA's, LLC July 2001 - Present
The Bonadio Group 1996 - 2001
Skills
Financial Accounting, General Ledger, CPA, Accounting, Tax, Financial Analysis, QuickBooks, Tax Preparation, Corporate Tax, Microsoft Excel, Income Tax, Small Business, S Corporations, Sales Tax, US GAAP, Forensic Accounting, Partnership Taxation, GAAP, Auditing, Financial Reporting, Internal Controls
Education
State University of New York College at Oswego 1990 — 1992
Bachelors, Accounting
Fairport High School 1984 — 1988
Diploma
Craft Brew Alliance August 2015 - Present
Constellation Brands May 2015 - August 2015
Constellation Brands August 2010 - May 2015
The Bonadio Group September 2007 - August 2010
Harris RF Communications 2006 - 2007
Skills
Financial Reporting, Internal Controls, Accounting, General Ledger, Sarbanes-Oxley Act, US GAAP, GAAP, Auditing, CPA, Financial Analysis, Financial Accounting, Cost Accounting, Financial Statements, Forecasting, Variance Analysis
Education
State University of New York College at Brockport 2003 — 2007
Bachelor of Science, Magna Cum Laude, Accounting
The Bonadio Group SeniorThe Bonadio Group2007 - Present
Loguidice & Kamide 1983 - 2006
Education
Syracuse University 1967 — 1971
BS, Math with Computer Science
The Bonadio Group July 1989 - Present
Arthur Andersen & Co. LLP June 1976 - June 1989
Arthur Andersen Worldwide Organization 1976 - 1989
Skills
Accounting, Tax, Auditing, Mergers, US GAAP, GAAP, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Cash Flow, Corporate Finance, Internal Controls, Financial Reporting, Income Tax
Education
State University of New York College at Buffalo 1972 — 1976
BS, Accounting
The Bonadio Group January 2010 - Present
Deloitte Tax LLP November 2003 - December 2008
Nixon Peabody LLP October 2002 - October 2003
Arthur Andersen LLP July 1981 - May 2002
Skills
Income Tax, Accounting, Tax, Tax Accounting, Mergers
Education
State University of New York at Buffalo - School of Management 1980 — 1981
MBA, Accounting
State University of New York at Buffalo - School of Management 1976 — 1979
B.S., Business Administration
The Bonadio Group June 2005 - Present
Synergy Incorporated October 1995 - October 2005
KPMG US July 1982 - June 1987
Skills
Financial Reporting, Financial Statements, Budgets, Accounting, Internal Controls, GAAP, Auditing, US GAAP, General Ledger, Financial Accounting, CPA, Financial Analysis, Tax, Sarbanes-Oxley Act, Tax Preparation, Finance, Income Tax, Financial Planning, QuickBooks, Corporate Tax
Education
St. John Fisher College 1978 — 1982
BS, Accounting
The Bonadio Group September 2013 - Present
The Bonadio Group August 2011 - September 2013
ParenteBeard LLC September 2009 - July 2011
IBM Global Finance June 2008 - January 2009
Habitat for Humanity of Greater Portland 2007 - 2007
Skills
Personal Finance, Employee Benefits, Non-profits, Tax, Accounting, QuickBooks, Tax Preparation, Income Tax, Account Reconciliation, CPA, Financial Analysis
Education
SUNY Albany 2012 — 2013
Master of Science (MS), Taxation, Magna Cum Laude
State University of New York College at Oswego 2005 — 2009
BS, BA, Accounting, and Economics, Summa Cum Laude
The Bonadio Group February 2006 - Present
KPMG 2002 - 2006
Skills
GAAP
Education
Thiel College 1998 — 2002
BA, Accounting, Business Administration
ROAR Logistics August 2015 - Present
ROAR Logistics August 2013 - July 2015
The Bonadio Group December 2010 - July 2013
The Bonadio Group June 2009 - August 2009
Skills
Audit, Accounting, Excel, Financial Reporting, Leadership, Auditing, Microsoft Excel, GAAP, Internal Controls, CPA, Financial Accounting, US GAAP
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelors, Accounting & Finance
The Bonadio Group September 2008 - Present
AM&M Financial Services, Inc. February 2008 - April 2008
The Bonadio Group January 2007 - August 2007
St. John Fisher College January 2006 - December 2006
Education
St. John Fisher College 2004 — 2008
B.S., Accounting
Fust Charles Chambers January 2011 - Present
The Bonadio Group June 2010 - August 2010
Testone, Marshall & Discenza, LLP February 2010 - April 2010
Pathfinder Bank May 2009 - February 2010
Skills
GAAP, Accounting, CPA, Income Tax, Financial Reporting, Financial Statements, Auditing, Internal Audit, US GAAP, Financial Accounting, Fixed Assets, Financial Analysis, Assurance, Accounts Payable, Bank Reconciliation, Budgets, Consolidation, Financial Audits, Microsoft Excel, Cost Accounting, Accountants, Payroll, Bookkeeping, Tax
Education
State University of New York College at Oswego 2006 — 2010
Master, MBA in Accounting
Spencerport High School
Monroe County April 2014 - Present
Haywood Consulting November 2013 - February 2014
GateHouse Media April 2011 - October 2012
Rochester General Health System March 2010 - October 2010
Birds Eye Foods May 2007 - March 2010
Genesee & Wyoming Inc. 2006 - 2007
The Bonadio Group 2003 - 2006
Wegmans Food Markets 1996 - 2003
Skills
Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, General Ledger, Sarbanes-Oxley, Internal Audit, PeopleSoft, GAAP, SEC filings, CPA, US GAAP, Financial Accounting, Cost Accounting, SEC Filings, Process Improvement, Financial Analysis
Education
State University of New York College at Fredonia 1999 — 2003
BS in Accounting, Accounting
Webster High School
American Rock Salt Company LLC November 2013 - Present
The Bonadio Group September 2008 - November 2013
Skills
Tax, Financial Reporting, Auditing, GAAP, Internal Controls, US GAAP, Tax Preparation, Sarbanes-Oxley Act, Financial Accounting, Income Tax, General Ledger, Accounting, DOT Compliance, SSAE16, Audits of Employee...
Education
State University of New York College at Geneseo 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Accounting
MPOWER Communications 2000 - 2003
ACC Business 1998 - 2000
ARC of Monroe County 1998 - 1998
The Bonadio Group 1994 - 1997
Citibank Student Loan Business 1984 - 1991
Education
St. John Fisher College 1986 — 1991
M.B.A., Business
State University of New York College at Oswego 1982 — 1984
B.S., Human Resources Management
The Bonadio Group October 2012 - Present
Insero & Company CPAs, P.C. September 2008 - October 2012
Home Properties June 2004 - September 2008
PricewaterhouseCoopers LLP August 2002 - June 2004
Arthur Andersen LLP September 2000 - August 2002
Skills
Income Tax, Tax, Accounting, QuickBooks, Sarbanes-Oxley Act, Mergers, Financial Analysis, Microsoft Excel, CPA, Accounts Payable, Sales Tax, Corporate Tax, Tax Returns, General Ledger, Tax Accounting, US GAAP, Internal Controls, Tax Preparation, Financial Accounting, Sarbanes-Oxley, Accounts Receivable, Account Reconciliation, Due Diligence, Mergers & Acquisitions, Financial Statements, International Tax, ProSystem fx Tax, SEC filings, Risk Management, FAS109, Tax Law, JD Edwards, Multi-state tax returns, Strategic Financial..., Audits of Employee..., FIN 48, Tax Research, Cash Management, Managerial Finance, Trusts, Partnership Taxation, Small Business, Sage
Education
State University of New York College at Oswego 1997 — 2000
MBA; Bachelor of Science, Business Administration; Accounting
State University of New York at Alfred 1995 — 1997
Associate, Science, Business Administration
WCCS
WCCS
Nymat Machine Tool Corp March 2015 - Present
GH Induction Atmospheres October 2014 - Present
NYMAT Machine Tool Corp July 2009 - September 2012
The Bonadio Group September 2008 - April 2009
Skills
Customer Service, Invoicing, Accounting, Auditing, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA)
Saint John Fisher College 2004 — 2008
B.S, Accounting
The Bonadio Group February 2014 - Present
YMCA of Greater Rochester 2006 - Present
EY October 2013 - February 2014
Joseph A. Valvo, CPA January 2012 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, First Aid, Cpr Certified, Critical Thinking, Sales, Time Management, Data Entry, Tax, Legal Research, Legal Writing, Tax Returns, Financial Accounting, Tax Accounting, Small Business, Tax Preparation, Tax Law, Income Tax, Sales Tax, Journal Entries, Corporate Tax, Tax Research, CPA
Education
University of Denver 2012 — 2013
Master's degree, Taxation
Saint John Fisher College 2009 — 2011
Bachelor of Science (BS), Accounting
The Bonadio Group January 2015 - Present
The Bonadio Group March 2011 - January 2015
ParenteBeard LLC October 2001 - March 2011
ParenteBeard LLC October 2001 - February 2011
Carrier Corporation September 2000 - October 2001
Skills
Auditing, CPA, GAAP, US GAAP, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Assurance, Financial Analysis
Education
The College of Saint Rose 1996 — 1999
Bachelor of Science (BS), Accounting
ABVI-Goodwill May 2015 - Present
Lewis Tree Service Inc. February 2014 - May 2015
Simco Capital Ltd June 2012 - February 2014
Davie Kaplan, CPA, P.C. July 2011 - June 2012
Rochester General Hospital January 2011 - July 2011
The Bonadio Group January 2007 - January 2011
Skills
Accounting, Auditing, Financial Reporting, GAAP, US GAAP, QuickBooks, Tax Preparation, Tax, Internal Controls, Accounts Receivable, Assurance, Financial Accounting, Accounts Payable, Corporate Tax, Financial Analysis, Income Tax, General Ledger, Financial Statements
Education
SUNY Oswego
BS, Accounting
Jefferies LLC January 2014 - Present
Grant Thornton LLP October 2011 - January 2014
Hurd Orchards, LLC June 2011 - August 2011
Level 3 Communications (Previously Global Crossing) June 2010 - August 2010
The Bonadio Group February 2010 - April 2010
Daniel R. Beaty CPA, Accounting Services January 2010 - April 2010
Entercom May 2008 - August 2008
Skills
Peachtree, ATX Software, CorpTax Software, ProSystems Software
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
Master of Science, Accountancy
SUNY Geneseo 2006 — 2010
Bachelor of Science, Accounting
University of Notre Dame
The Bonadio Group August 2009 - Present
Skills
External Audit, Internal Controls, Auditing, CPA
Education
University of Phoenix
Master's degree, Accounting
SUNY New Paltz
Bachelor of Applied Science (B.A.Sc.), Accounting
Freed Maxick CPAs, P.C. July 2015 - Present
Freed Maxick CPAs, P.C. July 2010 - June 2015
The Bonadio Group November 2008 - July 2010
Ernst & Young October 2006 - November 2008
Education
State University of New York at Buffalo
City of Rochester August 2012 - Present
Paychex June 2012 - August 2012
The Bonadio Group January 2008 - April 2010
Skills
Accounting, Financial Analysis, Financial Reporting, Process Improvement, Auditing, GAAP, Tax, Internal Controls, Financial Accounting, Budgets, Accounts Payable, US GAAP, General Ledger, Sarbanes-Oxley Act, Tax Preparation, Financial Statements
Education
SUNY at Buffalo 2003 — 2007
Bachelor of Science (BS), Accounting and Finance
Polymer Conversions, Inc., Silikon Technologies, LLC, Birch Run, Inc. April 2008 - Present
The Bonadio Group 2006 - 2008
Fiddler & Co., Wiggle & Co., CPAs's 1976 - 2008
Price Waterhouse & Co. 1967 - 1976
Skills
Strategic Planning, Management, Process Improvement, Medical Devices, Forecasting, Leadership, Budgets, Business Strategy, Financial Analysis, Strategy
Education
University at Buffalo 1963 — 1967
Bachelor of Science (BS), Accounting and Business/Management
Polymer Conversions, Inc., Silikon Technologies, LLC, Birch Run, Inc. 2008 - Present
ThePromotionDepot.com 2007 - Present
The Bonadio Group 2006 - 2008
Fiddler & Co. CPA's and Wiggle & Co., CPA's 1975 - 2006
Price Waterhouse & Co. 1967 - 1975
Skills
Executive Management, Financial Accounting, Financial Reporting, Financial Analysis, Financial Management..., Management Consulting, Corporate Tax, Income Tax, Computer Technology, Advertising Sales, Web Marketing
Education
State University of New York at Buffalo 1963 — 1967
Bachelor of Science (BS), Accounting
The Bonadio Group September 2007 - Present
Skills
Auditing, Internal Controls
Education
St. John Fisher College 2003 — 2007
Bachelor of Science (BS), Accounting