ACCOUNTING AND TAX SERVICES
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ACCOUNTING AND TAX SERVICES Employees
JPMorgan Chase & Co. July 2015 - Present
Accounting and Tax Services August 2009 - Present
JPMorgan Chase March 2011 - June 2015
JPMorgan Chase October 2009 - March 2011
Guinn, Smith and Company March 2007 - July 2008
Internal Revenue Service October 2001 - February 2007
KC Group October 1998 - October 2001
Everon America March 1996 - June 1998
Skills
Mortgage Underwriting, Financial Analysis, Accounting, Credit Analysis, Analysis, Mortgage Servicing, Microsoft Office, Auditing, Due Diligence, Microsoft Excel, Business Analysis, Financial Accounting, Access, Access Database, Tax Accounting, Software Quality..., Application Lifecycle..., JIRA, Agile Testing, Software Testing
Education
Texas A&M University-Commerce 2004 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Midwestern State University 2003 — 2004
Bachelor of Applied Science (BAAS), Liberal Arts and Sciences/Liberal Studies
Deloitte September 2015 - Present
Accounting and Tax Services September 2013 - Present
Skills
Leadership, Research, Microsoft Excel, Accounting, Fundraising, Bank Reconciliation, Tax Preparation, Bookkeeping, Financial Advisory, Tax, Data Entry, Financial Statement..., External Audit
Education
Hunter College 2013 — 2015
Bachelor of Science (B.S.)
Bard College 2006 — 2010
B.A.
Manalapan High School 2002 — 2006
Deutsche Bank January 2012 - Present
Accounting and Tax Services 2008 - 2012
URS Corporation April 2006 - December 2008
Deutsche Bank January 2004 - April 2006
PwC October 2002 - December 2003
Eisner LLP 2000 - 2002
Skills
Financial Reporting, Financial Analysis, Strategic Planning, Due Diligence, Accounting, Auditing, Corporate Finance, Finance, Financial Modeling, Internal Controls, Financial Risk, Financial Accounting, Derivatives, Investment Banking, Equities, Securities, Financial Markets, Trading, Microsoft Excel, Alternative Investments, IFRS, Small Business, Financial Statements, Tax, Cash Management, Investments
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
MBA, Accounting and Finance
Baruch College
BBA, Accounting
Nypro, a Jabil Company September 2014 - Present
NyproMold October 2010 - September 2014
Accounting and Tax Services December 2013 - May 2014
Berger, Katz, Weishaus, Nikosey & Lenza PC December 2009 - April 2010
Skills
QuickBooks, Tax, General Ledger, Account Reconciliation, Financial Reporting, Accounts Payable, Financial Accounting, Accounts Receivable, Tax Accounting, Corporate Tax, Cost Accounting, Internal Controls, Payroll, Invoicing, Budgets, Journal Entries, Financial Analysis, Accruals, Variance Analysis, Consolidation, Bank Reconciliation, Cash Flow, Microsoft Excel, Year-end Close, ERP, Depreciation, ProSystem fx Tax, Tax Returns, Cash Flow Forecasting
Education
Assumption College 2010 — 2015
Master's degree, Accounting and Finance
Assumption College 2006 — 2010
Bachelor's degree, Accounting
Mt. Blue High School 2002 — 2006
Integra Realty LLC, Webster, MA 2010 - Present
Accounting & Tax Services January 1991 - Present
Accounting and Tax Services 1989 - Present
Dominick & Dominick LLC 1984 - 1989
Skills
commercial leasing, property management, Vacation Property Mgmt, Investment Analysis, Strategic Planning, Customer Service, Accounting, QuickBooks, Financial Reporting, Tax, Bookkeeping, Tax Preparation, Accounts Payable, Financial Analysis, General Ledger, Financial Statements, Accounts Receivable, Account Reconciliation, Property Tax, Small Business, Budgets, Tax Accounting, Income Tax, Payroll, Valuation, Corporate Tax, Property Management, CPA, Commercial Leasing
Education
Becker College 1983 — 1993
Degree, Business & Accounting
Worcester Academy (Parent)
Accounting and Tax Services March 1986 - Present
Skills
Strategic Planning, Corporate Tax, Tax Preparation, Income Tax, Tax, Small Business, Corporate Finance, Bookkeeping, Accounting, Payroll Taxes, CPA, Financial Analysis, QuickBooks, Auditing, Financial Reporting, Financial Statements, Bank Reconciliation, Financial Accounting, Corporate Law, Tax Advisory, Budgets
Education
University of Michigan 1977 — 1981
BSA, Accounting and Finance
Accounting and Tax Services June 2011 - Present
Law Offices of Boris Volfman, Esq & CPA May 2012 - December 2013
Wiener Frushtick & Straub P.C. February 2009 - May 2011
Fox & Juran - Certified Public Accountants July 1983 - February 2009
Skills
Tax Preparation, QuickBooks, Accounting, Tax, Sales Tax, Tax Returns, Financial Statements, Payroll, Income Tax, Bookkeeping, Accounts Payable, Accounts Receivable, Budgets, ProSystem fx Tax, Internal Controls, Tax Research, Financial Reporting, Tax Accounting, Cash Flow, ProSeries, Finance, Financial Accounting, Leadership, Payroll Taxes, Manage Client..., GAAP, Customer Retention, Sarbanes-Oxley Act, CFS Payroll & Sales Tax, Security, Management, Journal Entries
Education
New York University
Bachelor of Science, Accounting & Management - Double Major
Forest Hills High School
Regents Diploma with Honors, Mathematics, Science & Accounting
Soundbuilt Homes April 2015 - Present
Richmond American Homes April 2012 - March 2015
Jan's Business Solutions May 2008 - January 2015
Tern Christian Counseling May 2009 - July 2012
Accounting and Tax Services December 2006 - March 2008
Skills
New Construction..., Organization, Time Management, Bookkeeping, Customer Service, Payroll Processing, Microsoft Excel, Digital Photography, QuickBooks, Health Insurance, Payroll
Education
Highline Community College 2004 — 2006
Accounting
Fife High School 2001 — 2005
ACCOUNTING AND TAX SERVICES May 2001 - Present
GARIBIAN & ASSOCIATES ACCOUNTANCY CORPORATION July 2008 - December 2009
WIND BREMER HOCKENBERG,LLP November 2001 - July 2008
SARA LEE,INC 1994 - 2001
AVON COSMETICS, INC. 1991 - 1994
PHILIPPINE COMMISSION ON AUDIT December 1983 - July 1987
Education
University of the East 1979 — 1983
BSBA-ACCOUNTING, CPA
University of Santo Tomas
MBA- CANDIDATE, MBA
Accounting and Tax Services January 2008 - Present
Colonial Bank March 2006 - October 2007
Colonial Bank December 2003 - March 2006
Colonial Bank December 1996 - December 2003
Skills
Certified Internal..., Project Manager..., Certified Fraud Examiner, ACFE, Financial Risk
Education
CSUN
MBA
Commercial Finance Association
Field Examiner School
accounting and tax services September 1995 - Present
9to5 National Association of Working Women June 1991 - September 1995
Skills
Certified Public..., Mentoring, Quilting and Sewing, CPA
Education
Marquette University 1990 — 1991
University of Wisconsin-Milwaukee 1985 — 1989
BBA, Accounting and Finance
KRS Accounting and Tax Services January 2003 - Present
Accounting and Tax Services June 1997 - January 2003
Education
Savannah High School 1989 — 1992
Savannah State University
Sports Authority April 2012 - February 2013
Accounting and Tax Services June 2011 - July 2011
Education
New York Institute of Technology 2012 — 2016
Bachelor of Science (BS), Mechanical Engineering, 3.33 GPA
MSGR. MCCLANCY MEMORIAL HIGH SCHOOL
High School Diploma