CBIZ Tofias
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CBIZ Tofias Employees
CBIZ Tofias July 2014 - Present
King, McNamara & Moriarty, LLP May 2013 - April 2014
Norfolk & Dedham Insurance Group May 2010 - January 2013
Skills
QuickBooks, Microsoft Excel, Microsoft Office, Financial Accounting, Financial Reporting, Tax, PowerPoint, Tax Preparation, Access, Microsoft Word, Auditing, Accounting
Education
Providence College 2013 — 2014
Master of Business Administration (M.B.A.)
Providence College 2009 — 2013
Bachelor's Degree, Accounting
ICI Services September 2015 - Present
KPMG US November 2014 - April 2015
Stop & Shop November 2000 - November 2014
CBIZ Tofias February 2013 - April 2013
MetLife January 2006 - March 2008
Skills
Accounting, Microsoft Excel, Access, Auditing, Time Management, QuickBooks, Microsoft Word, Teamwork, Internal Audit, Microsoft Office, PowerPoint, Accounts Payable, Data Entry, Spreadsheets, Inventory Management, Outlook, Financial Accounting, Customer Service, Retail, Telephone Skills, Critical Thinking, Inventory Control, Insurance, Sales, Tax, Team Building, Invoicing, Bookkeeping, Account Reconciliation, Leadership
Education
Johnson and Wales University
Master of Business Administration (MBA), Accounting
Johnson and Wales University 2012 — 2014
Bachelor's degree, Accounting
Community College of Rhode Island
Associate's degree, Business Administration and Management, General
Techprint Inc. April 2010 - Present
Intershell, Inc. February 2009 - April 2010
Ipswich Maritime Products, Inc. November 2005 - February 2009
Advanced Fire Protection, Inc. October 2003 - November 2005
CBIZ Tofias October 1997 - August 2003
Heiler & Roberts, CPA’s March 1995 - September 1997
Skills
Accounting, Auditing, Finance, Mergers & Acquisitions, Internal Controls, Management, Account Management, Financial Reporting, Financial Analysis, Strategic Planning, New Business Development, Tax, Microsoft Excel
Education
Bentley University 1991 — 1996
Bachelor's degree, Accounting
Andover High School 1982 — 1985
High School Diploma
CBIZ Tofias September 2013 - Present
Grant Thornton International Ltd June 2011 - August 2013
Office of the Special Inspector General for the Troubled Asset Relief Program (SIGTARP) June 2009 - May 2011
FBI 1983 - 2009
Skills
Fraud, Internal Investigations, Criminal Investigations, Enforcement, Investigation, Forensic Accounting, Forensic Analysis, Certified Fraud Examiner, FCPA, Counterterrorism, Investigations, Consultancy, Fraud Investigations, Forensic Investigations, Healthcare Fraud, Bankruptcy, Litigation Support, Expert Witness, Criminal Law, Litigation, Civil Litigation, Government
Education
Merrimack College
BS, Accounting
CBIZ Tofias September 2013 - Present
University of Rhode Island April 2012 - May 2013
University of Rhode Island September 2011 - May 2013
Lambda Chi Alpha May 2011 - May 2012
University of Rhode Island September 2011 - December 2011
University of Rhode Island Commuter Housing September 2010 - December 2011
MetLife Auto & Home June 2011 - August 2011
Lambda Chi Alpha January 2011 - May 2011
Skills
Leadership, Customer Service, Accounting, Time Management, Auditing, Microsoft Excel, Teamwork, Microsoft Word, Word, PowerPoint, Team Leadership, Data Analysis, Financial Reporting, Financial Analysis, Java, Excel, Leadership Development, Organizing, Business Analysis, Analysis, Critical Thinking, Social Media, Tax Accounting, Presentations, Business Meetings, Compliance
Education
Northeastern University 2013 — 2014
Master of Science (MS), Accounting
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor of Science (B.S.), Accounting
Crowe Horwath LLP October 2012 - Present
CBIZ Tofias October 2008 - October 2012
Skills
Tax, Tax Research, Corporate Tax, CPA, GAAP, Tax Preparation, Income Tax, Tax Accounting, Accounting, Partnership Taxation, US GAAP, Financial Reporting
Education
Northeastern University 2007 — 2008
Master of Science in Accounting (MSA)/Master of Business Administration (MBA), Accounting/Business Administration
Ball State University 2002 — 2006
Bachelor of Arts (B.A.), Bachelor of Music (B.M.), Music Education, Music Performance
Tonneson + Co August 2013 - Present
CBIZ Tofias September 2001 - August 2013
Skills
GAAP, Auditing, Accounting, Financial Reporting, General Ledger, Financial Accounting, Account Reconciliation, Financial Audits, Financial Analysis, US GAAP
Education
Suffolk University 1997 — 2001
BSBA, Accounting
CBIZ Tofias July 2015 - Present
CBIZ Tofias January 2013 - July 2015
Susan G. Komen - Massachusetts Affiliate June 2012 - January 2013
Gemline July 2011 - June 2012
Susan G. Komen - Massachusetts Affiliate January 2012 - May 2012
Susan G. Komen - Massachusetts Affiliate September 2011 - December 2011
Make-A-Wish Foundation of New Hampshire January 2010 - January 2010
WZID Radio (Saga Communications) January 2009 - January 2009
Skills
Social Media, Marketing, Press Releases, Newsletters, Copywriting, Microsoft Office, Marketing Communications, Adobe Creative Suite, Email Marketing, Editing, Proposal Writing, Time Management, Community Outreach, Marketing Copy, Nonprofits, Graphic Design, Writing, Marketing Event Planning, Event Planning, Promotional Writing, Website Copy, Managing Database
Education
Endicott College 2008 — 2012
BS
Campbell High School 2004 — 2008
Diploma
PricewaterhouseCoopers September 2014 - Present
Alvarez & Marsal May 2012 - August 2014
daSilvaPappas LLC / Passio Consulting, Inc. September 2005 - May 2012
CBIZ Tofias January 2004 - September 2005
EY January 1999 - January 2004
Deloitte September 1994 - January 1999
Skills
Internal Investigations..., Forensic Accounting, Testifying/Consulting..., Insolvency Disputes, Auditing, Financial Reporting, Accounting, Certified Fraud Examiner, Fraud, Finance, Internal Controls, Expert Witness, CPA, Corporate Governance, Business Valuation, External Audit, Due Diligence, Internal Investigations, Financial Statements, FCPA, SEC filings, Enterprise Risk..., Sarbanes-Oxley Act
Education
Bentley College - Elkin B. McCallum Graduate School of Business
M.S., Accountancy
Amherst College
B.A., Political Science
CBIZ Tofias July 2014 - Present
Providence College August 2013 - May 2014
East Side Clinical Laboratory July 2013 - January 2014
John J. Accinno, CPA January 2012 - January 2014
Providence College May 2010 - May 2013
Skills
Tax Preparation, Income Tax, Tax Returns, Corporate Tax, Corporate Tax Planning, Tax, Financial Accounting
Education
Providence College 2013 — 2014
Master of Business Administration (MBA) (Expected December 2014), Accounting and Finance
Providence College 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
CBIZ Tofias November 2007 - Present
Brigham and Women's Hospital April 2007 - June 2007
Boston Advisors November 2004 - April 2007
Education
Bridgewater State College 2001 — 2004
Bachelor of Arts (B.A.), Communication Studies with a minor in Public Relations
Westfield State College 1999 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Hammacher Schlemmer August 2015 - Present
Sears Hometown and Outlet Stores, Inc. September 2012 - July 2015
Sears Holdings Corporation July 2009 - October 2012
Embarq May 2008 - August 2008
CBIZ Tofias October 2002 - June 2007
General Cinemas June 2001 - June 2002
Skills
Strategy, Cross-functional Team..., Business Strategy, Financial Analysis, Operations Management, Leadership, Financial Modeling, Analysis, Strategic Planning, Accounting, Team Leadership, Finance, Problem Solving, Forecasting, Negotiation, P&L, Income Statement, Business Analysis, P&L Management, Business Planning, Financial Reporting, Management, Retail, Competitive Analysis, Due Diligence, Written & Oral..., Mentoring, Cost Reduction, Marketing Strategy, Valuation, Excel, Financial Planning, Auditing, Pricing, Mergers, Inventory Management, Managerial Finance, Internal Audit, Financial Accounting, Corporate Development, Contract Negotiation, ERP, CPA, Technology, Goal Oriented, BPO, Data Mining, Data Modeling, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, MBA
Bentley University 1998 — 2002
BS, Accounting
Consulting June 2015 - Present
Teamstudio June 2008 - January 2014
Crossbeam Systems 2001 - 2006
CBIZ Tofias 1996 - 2000
Skills
Accounting, Sarbanes-Oxley Act, Forecasting, Internal Controls
Education
Bentley College
Bachelor's degree, Accounting
CliftonLarsonAllen November 2012 - Present
CBIZ Tofias January 2008 - April 2009
Skills
Corporate Tax, Income Tax, Partnership Taxation, ProSystem fx Tax, S Corporations, Tax, Tax Preparation, Tax Research
Education
University of Massachusetts Dartmouth 2005 — 2007
Accounting
EY January 2015 - Present
TD Securities June 2014 - August 2014
Boston Private Bank June 2013 - July 2013
CoachUp May 2012 - August 2012
CBIZ Tofias July 2011 - August 2011
Panera Bread May 2009 - August 2010
Education
New York University, Stern School of Business 2011 — 2014
Bachelor of Science (BS), Finance & Marketing
University of Melbourne - Melbourne Business School 2013 — 2013
New York University in Prague 2013 — 2013
Sharon High School 2007 — 2011
CBIZ Tofias September 2013 - Present
Barron, Yanaros & Caruso, P.C. October 2011 - May 2013
University of Hartford May 2011 - September 2011
Skills
Tax, QuickBooks, Tax Preparation, Financial Reporting, Accounting, Auditing, GAAP, Financial Analysis
Education
University of Hartford 2011 — 2013
Master of Science (MSAT), Accounting and Taxation
University of Hartford 2007 — 2011
Bachelor of Science in Business Administration (BSBA), Accounting
CBIZ Tofias June 2005 - Present
Grant Thornton LLP September 1993 - June 2005
Skills
Board Governance, Auditing, Not-for-profit..., Higher Education..., OMB Circular A-133, Not for Profit, Higher Education, Accounting, GAAP, Internal Controls, Financial Statements
Education
Fitchburg State University 2009 — 2010
Master of Business Administration (MBA)
Stonehill College 1989 — 1993
BSBA, Accounting
Care Dimensions (Formerly Hospice of the North Shore) January 2012 - Present
Northeast Health System (now Lahey Health) February 2005 - January 2012
Allied Waste 2002 - 2005
Private Healthcare Systems 1996 - 2002
CBIZ Tofias 1995 - 1996
LeDuc and Sikowitz, CPA's 1991 - 1995
Skills
Accounting, Forecasting, Healthcare, Due Diligence, Payroll, Financial Reporting, Accounts Payable, Budgets, Accounts Receivable, System Implementations, Financial Analysis, Strategic Planning, Revenue Cycle, Healthcare Information..., Income Statement, Medicare, Medicaid
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2003
MBA, Finance
Merrimack College 1987 — 1991
BSBA, Accounting
St. John's Prep 1983 — 1987
High School
CBIZ Tofias January 2015 - Present
Reed, a company of Precision Castparts Corp May 2012 - May 2014
Bath & Body Works October 2011 - June 2012
Lane Bryant November 2006 - February 2012
Skills
Microsoft Excel, Microsoft Word, Syteline ERP, Accounting, Accounts Payable, Account Reconciliation, Auditing
Education
Northeastern University 2014 — 2015
MBA/MSA
Nichols College 2010 — 2012
Bachelor of Science in Business Administration (B.S.B.A.), Business Administration and Management, General
Quinsigamond Community College 2006 — 2010
Associate of Science, Business Administration Transfer
CBIZ Tofias DirectorCBIZ TofiasAugust 2004 - Present
Private Company CFO January 1996 - 2004
Caras & Shulman, PC 1983 - 1995
Skills
Forensic Accounting, Business Valuations..., Fraud Investigations..., Lost Profits Damage..., Financial Analysis, Divorce Financial...
Education
Bentley University 1976 — 1979
Accounting
Bristol Community College January 2012 - Present
CBIZ Tofias January 1998 - June 2009
Skills
Nonprofits, Higher Education, Event Planning, Public Speaking, PowerPoint, Microsoft Office, Budgets, Microsoft Excel, Customer Service, Research, Project Management, Microsoft Word, Outlook, Social Media, Strategic Planning, Event Management, Process Improvement, Marketing, Marketing Communications, Social Media Marketing
Education
Curry College 2010 — 2012
MBA, Management
Roger Williams University 2006 — 2009
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
YKSM CPA September 2014 - Present
CBIZ Tofias November 2002 - September 2014
KLR June 1999 - October 2002
Bacon and Edge September 1997 - June 1999
Skills
Internal Controls, Risk Assessment, ESOP, Defined Benefit, Recruiting, Employee Training, Accounting, Auditing, GAAP, Financial Reporting, Income Tax, Corporate Tax, Financial Accounting, Fixed Assets
Education
Bryant University 2008 — 2012
Master of Science in Taxation
Bryant University 1993 — 1997
Bachelor of Science (B.S.), Accounting
Warwick Veterans Memorial High School 1989 — 1993
High School Diploma
CBIZ Tofias July 2014 - Present
Choate, Hall & Stewart January 2012 - July 2014
Parent, McLaughlin & Nangle CPAs, Inc. July 2001 - January 2012
Patrick J. Lavoie, Esq., CPA, MST 2003 - 2009
The Bollard Group 1996 - 2001
NEC Technologies August 1995 - December 1996
Ernst & Young 1990 - 1995
Skills
Corporate Tax, Tax Preparation, Tax, Income Tax, Estate Tax Planning, International Tax, Accounting, Tax Research, Tax Law, High Net Worth..., Tax Returns, Tax Accounting, Partnership Taxation, Tax Advisory, LLC, Trusts, US Tax, S Corporations, Estate Planning, CPA, Financial Planners, Business Tax Planning, GAAP
Education
Suffolk University Law School 1999 — 2003
Juris Doctor
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MST, Taxation
Isenberg School of Management, UMass Amherst 1986 — 1990
BS, Accounting
Bridgewater-Raynham Regional High School 1982 — 1986
CBIZ Tofias October 1992 - Present
Skills
Financial Reporting, Tax Preparation, Accounting, GAAP
Education
Suffolk University
CBIZ Tofias August 2010 - Present
Grant Thornton October 2007 - August 2010
New York Life Insurance Company May 2005 - September 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Internal Controls, Financial Accounting, Auditing, Corporate Tax, GAAP, Income Tax, Tax, US GAAP, Microsoft Office, Finance
Education
Bentley University 2001 — 2005
Bachelor of Science, Marketing
CBIZ Tofias Business ConsultantCBIZ TofiasJune 2004 - Present
AH Riise Stores Inc. June 1999 - June 2004
NHD Hardware Stores March 1989 - June 1999
Child World Inc. June 1986 - June 1989
Hills Department Stores September 1973 - June 1986
Skills
Management Consulting, Financial Reporting, Auditing, Financial Planning, Accounting, Risk Management, Business Strategy, Strategic Financial..., Mergers
Education
Babson College 1979 — 1981
MBA, Information Systems
Northeastern University
BS, Accounting
CBIZ Tofias June 2014 - Present
Salem State University October 2013 - May 2014
Salem State University September 2013 - May 2014
Becker Professional Education August 2013 - May 2014
Accounting Association at Salem State University May 2013 - May 2014
Salem State University September 2011 - May 2014
Gauthier & Boardway CPAs January 2014 - April 2014
Whole Foods Market August 2011 - December 2013
Infiniti of Norwood October 2008 - July 2011
Skills
Accounting, Strongly self-motivated, Fast-paced, Social Networking, Microsoft Excel, Work Ethic, Creative Problem Solving, Self-starter, Outstanding time..., Multitasking Skills, Quick Study, Microsoft Office, ADP Payroll, QuickBooks, ProSystem fx Tax, Time Management, Data Entry, Critical Thinking
Education
Salem State University 2011 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.97
Johnson and Wales University 2004 — 2006
Associate of Science (AS), Baking and Pastry Arts, 3.92
Grant Thornton LLP April 2013 - Present
CBIZ Tofias July 2011 - April 2013
Baker & McKenzie CIS, Ltd October 2007 - April 2011
UTEC Constructors February 2004 - April 2007
Skills
Billing Process, Client Billing, Accounts Receivable, Account Reconciliation, Accounts Payable, E-Billing, Cash Receipts, Invoicing, Negotiation, E-invoicing
Education
Suffolk University - Sawyer Business School 2014 — 2018
Accounting
Priazovsky State Technical University 1995 — 2001
Specialist, Economics
Azov Regional Management Institute 1995 — 2000
Specialist, Management
CBIZ Tofias January 2015 - Present
CBIZ Tofias & Mayer Hoffman McCann P.C. - Tofias New England Division September 2006 - Present
CBIZ Tofias November 2011 - December 2014
CBIZ Tofias August 2010 - November 2011
Tofias PC June 2008 - August 2010
Tofias PC September 2006 - June 2008
Quigley Raimo & Company June 2005 - September 2006
Skills
Corporate Tax, Tax Research, Income Tax, Tax Accounting, Tax Preparation, State Tax, Tax, CPA, Financial Reporting, Internal Controls, Tax Returns, ASC 740
Education
Bentley University 2002 — 2006
Bachelors of Science, Accounting
HTJB, Inc. January 2014 - Present
Lisa M. Cafferty, CPA August 2013 - Present
Forty 1 North July 2006 - July 2013
SVF Foundation July 2006 - December 2011
CBIZ Tofias January 2005 - July 2006
Batchelor Frechette McCrory Michael & Co. 1996 - 2001
Skills
Managerial Finance, Financial Reporting, QuickBooks, Account Reconciliation, Internal Controls, Auditing, Financial Accounting, Tax, GAAP, CPA, Financial Statements, General Ledger, Accounting, Budgets, Financial Analysis, Accounts Payable, Accounts Receivable, Payroll, Bookkeeping, Revenue Forecasting, Hospitality Management, Micros
Education
Roger Williams University 1992 — 1996
Bachelor of Science (B.S.), Accounting
Daintree Advisors LLC September 2011 - Present
Wells Fargo 1997 - 2011
CBIZ Tofias 1992 - 1997
KPMG US 1989 - 1992
Wingate Wealth Advisors 1985 - 1989
Education
Bentley College
Bachelor's degree, Accounting
Bentley University
Master's degree, Taxation
UCLA Anderson School of Management
MBA
CBIZ Tofias January 2015 - Present
Kayrouz Petroleum, LLC November 2012 - December 2014
Good Hope Adoption Services, Inc June 2011 - December 2014
Skills
Accounting, GAAP, Accounts Payable, QuickBooks, Bookkeeping, Financial Accounting, Financial Reporting, General Ledger
Education
Cape Cod Community College 2010 — 2011
Associate of Arts (A.A.), Business Administration, Accounting
Bentley University 2012 — 2014
BS in Accountancy, Accounting
Kahnlitwin renza November 2013 - Present
KLR November 2012 - October 2013
CBIZ Tofias October 2011 - November 2012
Cornick, Garber & Sandler, LLP January 2007 - October 2011
Grant Thornton LLP June 2003 - January 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Legal Research, Microsoft Office, PowerPoint, Litigation, Legal Writing, Research, Tax, Corporate Law, Commercial Litigation, Civil Litigation, Estate Planning, Wills, Customer Service, English, Trusts, Westlaw, Public Speaking, Taxations
Education
Boston University School of Law 2012 — 2016
Master of Laws, Taxation; Entity Taxation
Boston University 2012 — 2014
Master of Laws (LL.M.), Taxation
Washington University in St. Louis 2000 — 2003
Doctor of Law (J.D.), Taxation
Washington University in St. Louis School of Law 2000 — 2003
Indiana University Bloomington 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Indiana University - Kelley School of Business 1994 — 1999
Bachelor of Science, Business
CBIZ Tofias January 2015 - Present
CBIZ Tofias June 2012 - January 2015
Marcum LLP September 2007 - May 2012
Skills
Corporate Tax, Tax, Mergers & Acquisitions, Research & Development..., Tax Research, International Tax, Income Tax, Tax Preparation, CPA, GAAP, Auditing, Partnership Taxation, Financial Reporting, US GAAP, SEC Filings, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MST, Taxation
University of Massachusetts Dartmouth - Charlton College of Business 2002 — 2006
BS, Accounting
Baker Newman & Noyes 2008 - October 2011
CBIZ Tofias 2006 - 2008
Anheuser-Busch 2005 - 2006
Skills
US GAAP
Education
Providence College 2006 — 2008
MBA
University of Rhode Island - College of Business Administration 2002 — 2006
BS, Accounting
Crystal Blue Hospitality June 2015 - Present
CBIZ Tofias February 2015 - April 2015
The Kraft Group September 2014 - November 2014
Coleman Realtors April 2013 - April 2014
California Lutheran University - Media Services January 2009 - May 2012
Relativity Media March 2012 - April 2012
True Entertainment; Endemol USA June 2011 - August 2011
Blue Sky Studios September 2010 - December 2010
Skills
Final Cut Pro, Directing, Screenwriting, Video Production, Mac, Photoshop, Adobe Creative Suite, Editing, After Effects, Photography, Illustrator, InDesign, Video Editing, Film, Film Production, Post Production, Motion Graphics, Graphic Design, Social Media, Television, Video, Facebook
Education
California Lutheran University 2008 — 2012
Bachelor of Arts, Communications - TV/Film Production
Scituate High School 2004 — 2008
High School Diploma, General studies
Duff & Phelps, Global Leader of Disputes and Investigations April 2013 - Present
CBIZ Tofias March 2009 - April 2013
UHY Advisors FLVS, Inc. 2007 - 2009
UHY Advisors N.E., LLC 2006 - 2009
Brown & Brown, LLP 1996 - 2006
MacDonald, Levine, Jenkins & Co. 1983 - 1996
KPMG 1978 - 1983
Skills
White Collar Criminal..., Arbitration, Securities Litigation, Expert Witness, Forensic Accounting, Certified Fraud Examiner, Valuation, Litigation Support, Due Diligence, Mergers & Aquisitions, Court Appointed Receiver, Auditing, Mergers & Acquisitions, Mergers, Litigation, Financial Analysis, Fraud, Securities, Litigation Consulting, SEC filings, Business Valuation, Forensic Analysis, Tax, CPA, Private Equity, Restructuring
Education
Bentley University 1980 — 1982
Master of Science in Taxation, Tax
Boston University Questrom School of Business 1974 — 1978
BSBA, Accounting/Finance
Abaris Financial Group, LLC January 2002 - Present
Boston University - Metropolitan College 2002 - 2006
Middlesex Community College 2002 - 2004
CFP Board of Standards' Board of Examiners 2002 - 2002
Mintz Levin Financial Advisors, LLC November 1998 - December 2001
TFS Financial Advisors September 1997 - October 1998
CBIZ Tofias September 1996 - September 1997
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Financial Planners, Financial Advisory, Investments, Estate Tax Planning, Wealth Management, Portfolio Management, Asset Allocation, Retirement, Education Funding
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2002
MSF, Portfolio Management
Boston University Center for Professional Education 1998 — 2000
Diploma in Financial Planning
Boston University Questrom School of Business 1996 — 1997
MBA, Accounting
Dartmouth College 1992 — 1996
BA, Economics
BNY Mellon June 2013 - Present
Russell Reynolds Associates January 2012 - Present
CBIZ Tofias December 2009 - January 2012
Fidelity Ventures April 2007 - February 2009
BostonCoach March 2006 - April 2007
Marsh USA Inc June 1999 - March 2006
Massachusetts Financial Services July 1994 - June 1999
Hudson General Corp. 1988 - 1994
Skills
Salesforce.com, Training, Microsoft Excel, Marketing, Management, QuickBooks, Accounts Payable, Invoicing, Adobe Acrobat, Accounts Receivable, Travel Arrangements, Process Scheduler, Time Management, Concur, Sales, Lotus Notes
Education
University of Phoenix 2013 — 2015
Bachelor of Science (BS), Business Management - Small Business and Entrepreneurial
University of Phoenix 2009 — 2013
Associate of Science (A.S.), Psychology / Human Services Management
Newbury College 1999 — 2001
CBIZ Tofias September 2007 - Present
Skills
Taxations, Tax Accounting, Corporate Tax, Tax, Income Tax
Education
University of Rhode Island 1981 — 1985
Bachelor of Science (BS), Accounting
Bryant University
Masters of Tax, Taxation
BlumShapiro October 2014 - Present
BlumShapiro October 2013 - September 2014
Sullivan & Company CPAs, a division of BlumShapiro October 2011 - September 2013
Sullivan & Company CPAs, a division of BlumShapiro October 2009 - September 2011
CBIZ Tofias October 2008 - April 2009
GTECH May 2007 - August 2008
Skills
Auditing, Financial Reporting, Financial Forecasting, Supervisory Skills, Budgets, Microsoft Office, US GAAP reporting, Audits of Employee..., Financial Statements, General Ledger, Engagement, Cross-functional Team...
Education
University of Rhode Island - College of Business Administration 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Rhode Island 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
CBIZ Tofias July 2015 - Present
FGX International November 2013 - July 2015
AIPSO September 2012 - December 2012
Citizens Bank June 2012 - September 2012
The Delta Chi Fraternity, Inc. 2009 - 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Customer Service, Financial Reporting
Education
University of Rhode Island - College of Business Administration 2012 — 2013
Master of Business Administration (MBA), Accounting, 3.39
University of Rhode Island - College of Business Administration 2008 — 2012
Bachelor of Science (B.S.), Accounting, 3.41
CBIZ Tofias January 2014 - Present
Alias Keith and Jones July 2014 - May 2015
Clearview National Partners May 2012 - December 2013
USI New England October 2008 - April 2012
DentaQuest March 2006 - October 2008
DentaQuest June 2005 - March 2006
DentaQuest May 2000 - June 2005
DentaQuest August 1998 - May 2000
MFS Investment Management November 1997 - July 1998
Cross Country Automotive Services September 1989 - August 1997
Skills
Marketing, Account Management, Insurance, Employee Benefits, Marketing Communications, Health Insurance, New Business Development, Proposal Writing, Newsletters, Management, Microsoft Office, Analysis, Corporate Communications, Event Management, Training, Process Improvement, Leadership, Strategic Planning, Benefits Administration, Vendor Management, Social Media, Word, Team Building, Writing, Research, Microsoft Word
Education
North Shore Community College 1989 — 1990
Liberal Arts
Suffolk University 1988 — 1989
Journalism
St. Dominic Savio High School 1984 — 1987
Gosule, Butkus, & Jesson LLP January 2013 - Present
NACVA 2001 - 2013
David H Goodman CPA, PC January 2001 - December 2012
CBIZ Tofias 1995 - 2000
New Boston 1990 - 1994
Skills
Business Valuation, Forensic Accounting, Litigation Support, Valuation, Litigation, CPA, Accounting, Tax Preparation, Tax, Expert Witness, Exit Strategies, Due Diligence, Litigation Consulting, Income Tax, Analysis, Intangible Assets, Business Planning, Start-ups, Licensing, Financial Analysis, Divorce, Collaborative Practice, Finance
Education
The Tuck School of Business at Dartmouth 1975 — 1977
MBA, Finance, business administration
Lehigh University 1969 — 1972
A.B. Cum Laude, History/Liberal Arts
Samuels & Associates September 2014 - Present
CBIZ Tofias July 2012 - September 2014
Daniel Dennis & Company August 2010 - May 2012
Winfree Business Growth Advisors January 2010 - May 2010
Curry College December 2008 - May 2010
Curry College September 2008 - May 2010
Rentals Unlimited June 2005 - December 2009
Timbuktu Capital Management LLC May 2008 - August 2008
Education
Curry College 2010 — 2012
MBA
Curry College 2006 — 2010
Management, Accounting / Finance
CBIZ Tofias January 2005 - Present
Ernst & Young, LLP January 1985 - January 2005
Education
Bryant University 1981 — 1988
CBIZ Tofias September 2011 - Present
RitzHolman CPAs July 2009 - August 2011
Marquette Business Mentoring Program September 2010 - May 2011
Deloitte & Touche August 2007 - April 2009
Marquette University May 2006 - May 2007
Allstate Insurance May 2006 - July 2006
Marquette University August 2005 - May 2006
Marquette University September 2003 - May 2006
Walgreen Company May 2005 - August 2005
Education
Marquette University 2003 — 2007
B.S.B.A., Accounting, Information Technology
St. Patrick High School 1999 — 2003
CBIZ Tofias December 2008 - June 2011
Tofias PC November 2006 - December 2008
Emerson Investment Management, Inc. October 2003 - November 2006
Emerson Investment Management, Inc. June 2002 - October 2003
Skills
Marketing Communications, Strategy, Strategic Planning, New Business Development, Marketing Strategy, Marketing, Management, Leadership, Event Management, Business Development
Education
Bentley University 1998 — 2002
BS, Marketing
Arlington High School 1994 — 1998
KPMG US July 2015 - Present
KPMG US December 2014 - July 2015
CBIZ Tofias September 2013 - December 2014
Ernie Almonte for RI General Treasurer August 2012 - September 2013
Almonte Group LLC February 2011 - September 2013
Virtual DBS June 2011 - February 2012
Rhode Island State Police October 2010 - May 2011
University of Rhode Island September 2009 - December 2010
Skills
QuickBooks, Microsoft Excel, Microsoft Office, Bank Reconciliation, Finance, Auditing, Financial Statements, PowerPoint, Leadership, Public Speaking, Microsoft Word, Outlook, Training, Accounting, Tax Returns, Business Planning, Networking, Social Media, Forensic Accounting, Financial Accounting, Financial Statement..., Audits of Not for..., Audits of Employee..., CCH ProSystem fx, NGP, Jigsaw, WordPress, Partnership Tax Returns, Corporate Tax Returns, Individual Tax Returns, GAAP, Internal Controls, Financial Audits, Teamwork, Accounts Payable
Education
University of Rhode Island - College of Business Administration 2012 — 2013
Master of Business Administration (M.B.A.)
University of Rhode Island - College of Business Administration 2009 — 2012
B.S. in Business Administration, Accounting
Community College of Rhode Island 2008 — 2009
Accounting
KLR July 2013 - Present
CBIZ Tofias June 2012 - July 2013
Executive Research and Placement February 2008 - April 2012
Prudential Financial 2006 - 2007
Education
Bentley University 2011 — 2012
MS, Accountancy
Bentley University 2007 — 2011
BS, Marketing
CBIZ Tofias November 2014 - Present
URI Retail Dining Services January 2010 - October 2014
IBM May 2013 - August 2013
Mackerel Cove May 2010 - September 2012
Junction Trattoria and Bistro September 2008 - October 2009
Narragansett Town Beach May 2007 - September 2008
Skills
Accounting, Customer Service, Teamwork, Bookkeeping, Public Speaking, Time Management, Financial Accounting, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word, PowerPoint, Analysis, Payroll, Account Reconciliation, Management
Education
University of Rhode Island - College of Business Administration 2013 — 2014
Master of Science (MS), Accounting
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Johnson O'Connor Feron & Carucci LLP June 2015 - Present
Johnson O'Connor Feron & Carucci LLP April 2013 - June 2015
CBIZ Tofias September 2004 - April 2013
Skills
GAAP, Internal Controls, CPA, Auditing, Financial Reporting, Financial Statements, Audits of Employee..., US GAAP, Tax Preparation, Finance, Financial Analysis
Education
Salem State College 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
CBIZ Tofias 1985 - Present
Skills
Consulting, Third party..., TPA, 401(k), 403 b, Pensions, Affordable Care Act, ERISA, Employee Benefits, Retirement Planning, Health and Welfare Plans, Employee Benefit Plan..., Technical Support, Compliance, Qualified Retirement..., Employee stock..., ESOP
Education
Boston University School of Law 1980 — 1985
Master of Law in Taxation (LLM)
New England School of Law 1977 — 1980
Juris Doctor (JD)
Northeastern University 1972 — 1977
Bachelor's Degree
Bain Capital July 2014 - Present
CBIZ Tofias August 2013 - July 2014
CBIZ Tofias August 2009 - July 2013
CBIZ June 2006 - July 2009
Skills
Non-profits, Financial Institutions, Audit, Accounting, Investments, Financial Reporting, Auditing, GAAP, Nonprofits, CPA, Financial Accounting, Internal Controls, Managerial Finance, US GAAP
Education
University of Kansas - Graduate School of Business 2006 — 2007
Master's, Accounting
The University of Kansas 2002 — 2006
BS, Accounting
CBIZ Tofias July 2015 - Present
Deloitte July 2012 - July 2015
KPMG US January 2012 - April 2012
Reed Elsevier September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML, Public Speaking, Strategic Planning, Tax, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Science (MS), Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Graduate Certificate, Financial Planning
Bentley University 2009 — 2012
Bachelor of Science (B.S.), Accountancy
PwC March 2015 - Present
CBIZ Tofias July 2012 - March 2015
CBIZ Tofias June 2010 - July 2012
Barclays Wealth and Investment Management May 2009 - July 2009
Education
Auburn University 2006 — 2010
BSBA in Finance, Minor in Marketing
CBIZ Tofias April 2015 - Present
The Law Office of Meilman & Costa October 2014 - April 2015
Raytheon October 2013 - October 2014
Michael J. O'Reilly Esq. May 2011 - October 2013
New England Law Boston September 2012 - May 2013
Massachusetts Department of Revenue August 2012 - December 2012
United States Ski Team May 2000 - May 2005
Skills
Estate Planning, Business Law, Preparation of Wills, Estate Administration, Irrevocable Life..., Trust Deeds, Real Estate Transactions, Revocable Trusts, Taxation of Trusts, Legal Writing, Legal Research, Wealth Counsel, Individual Tax Returns, Legal Assistance, Appeals, Courts, Westlaw, Microsoft Word, Research, Tax Law, Motions, Litigation, Legal Issues, LexisNexis, Microsoft Office, Mediation, Civil Litigation, Personal Injury, PowerPoint, Microsoft Excel, Income Tax, Sales Tax, Bloomberg, Tax, International Tax, Corporate Tax, Transfer Pricing, Editing, International Law, Lexis, Corporate Law, Real Estate, Lacerte, Clio, Partnership Taxation
Education
Boston University School of Law 2013 — 2014
Master of Laws (LL.M), Tax Law/Taxation
New England School of Law 2010 — 2013
J.D., Law
University of Vermont 2004 — 2008
B.A., Psychology, English, History
Burke Mountain Academy 1998 — 2003
High School Diploma
FM Global UK April 2015 - Present
FM Global May 2013 - April 2015
CBIZ Tofias October 2008 - May 2013
Detwiler & Associates July 2007 - September 2008
Skills
Auditing, GAAP, Accounting, Financial Reporting, Tax, Internal Controls, Income Tax, US GAAP, Financial Accounting, General Ledger, Tax Preparation, Tax Research, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Creative Solutions..., Adobe Acrobat, Internet Explorer, Windows 7, Bookkeeping
Education
University of Rhode Island 2008 — 2010
Masters of Science, Accounting
University of Rhode Island 2004 — 2008
Bachelor of Science, Accounting, Finance
Middletown High School 2000 — 2004
CBIZ Tofias July 2015 - Present
CBIZ Tofias August 2013 - July 2015
PKF October 2011 - August 2013
Select Marketing and Distribution Inc. May 2009 - June 2011
Massachusetts Small Business Development Center May 2010 - September 2010
Skills
Audits of Employee..., Commercial Real Estate, Auditing, Financial Accounting, US GAAP, CPA, Personal Income Tax..., 401k, QuickBooks, Corporate Tax, Financial Statements
Education
University of Massachusetts, Amherst 2011 — 2012
Master of Science (MS), Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
BBA, MSA, Accounting
C&S Wholesale Grocers February 2014 - Present
CBIZ Tofias January 2013 - October 2013
CBIZ Tofias January 2012 - March 2012
University of Rhode Island September 2010 - May 2011
University of Rhode Island January 2009 - May 2011
Education
Northeastern University 2011 — 2012
MS, MBA, Accounting; Business Administration
University of Rhode Island 2007 — 2011
Bachelor of Arts, Mathematics
Electric Insurance Company June 2014 - Present
CBIZ Tofias July 2012 - June 2014
Gauthier & Boardway, CPAs, Inc. January 2012 - April 2012
New England Confectionery Company (Necco) June 2011 - August 2011
North Shore Bank, A Co-operative Bank June 2009 - June 2011
Bevins Sailmakers June 2007 - August 2008
Education
Endicott College 2015 — 2017
Master of Business Administration (M.B.A.)
Salem State University
Bachelor of Science, Business Administration; Accounting, History Minor
CBIZ Tofias August 2015 - Present
Restivo Monacelli LLP October 2012 - Present
Natco Home Products April 2012 - October 2012
Metacomet Country Club June 2008 - May 2012
Brown University Admissions Office December 2008 - January 2011
Macy's November 2007 - May 2008
Skills
Microsoft Excel, Accounts Receivable, Great Plains Software, Bookkeeping, Microsoft Office, Accounts Payable, Microsoft Word, Building Relationships, Account Reconciliation
Education
Rhode Island College 2007 — 2011
Bachelor's of Science, Accounting
Rhode Island College 2007 — 2011
B.S, AccountingDec 2011
CBIZ Tofias June 2014 - Present
University Emergency Medicine Foundation June 2013 - Present
Providence College September 2010 - Present
Peter L. Paull, Jr., PC June 2007 - June 2013
Skills
Microsoft Excel, Microsoft Office, Peachtree, Access, Data Entry, Data Analysis, NextGen, Nonprofits, Teamwork, PowerPoint, Public Speaking, Time Management, Outlook, Customer Service, Social Media, Microsoft Word
Education
Providence College 2010 — 2014
Bachelor's degree, Accounting
Bishop Stang High School
CBIZ Tofias July 2014 - Present
Ambrosi Donahue Congdon & Co., P.C. September 2006 - June 2014
Camp Berea July 2004 - August 2006
Skills
Tax, Accounting, Auditing, Tax Preparation, Income Tax, QuickBooks, Corporate Tax, Bookkeeping, General Ledger, Financial Reporting, Financial Accounting, Non-profits, Small Business, Tax Research, S Corporations, Tax Returns, CPA, Budgets, Account Reconciliation, Tax Accounting
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2011
Master in Taxation, Tax
Grove City College 2000 — 2004
BS, Accounting
NE Kelly & Associates, LLC January 1995 - Present
New York University May 2009 - May 2012
U.S. Department of Housing and Urban Development April 2010 - March 2012
CBIZ Tofias January 2001 - January 2002
Third Sector Development Corporation January 1985 - August 2001
The Commonwealth of Massachusetts Operational Services Division January 1986 - January 1992
Laventhol and Horwath January 1989 - 1992
Skills
QuickBooks, Pro Advisor, Auditing, Not for Profit Mergers, Capital Budgeting, Internal Controls, Non-profits, Accounting, Philanthropy, Tax, Financial Statements, GAAP, Mergers, Due Diligence, Grants, Public Speaking, Organizational..., Financial Analysis, Financial Reporting
Education
Art Students League of New York 2003 — 2019
Certificate, Drawing
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1991
MST, Taxation
Boston College 1985 — 1990
Bachelor of Science (BS), Accounting
Laboure Jr. College 1978 — 1980
Nursing, Nursing
Katherine Gibbs School
Certified Graduate, Secretarial Course One Year Program, Certified Graduate
Northeastern University September 2014 - Present
Northeastern University 1990 - Present
CBIZ Tofias 1995 - August 2014
Coopers & Lybrand 1983 - 1995
Arthur Young 1977 - 1982
Skills
Accounting, Financial Reporting, Management, Tax, Financial Analysis, Mergers & Acquisitions, Auditing, Due Diligence, Corporate Tax, Internal Controls, Financial Accounting, Tax Preparation, Income Tax, SEC filings, CPA, GAAP, SEC Filings
Education
Brown University 1970 — 1974
AB, American Civilization
D'Amore-McKim School of Business at Northeastern University 1976 — 1977
MS, Accounting
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Taxation
Hancock Natural Resource Group September 2015 - Present
The Siegfried Group September 2014 - August 2015
CBIZ Tofias July 2011 - September 2014
QRGA LLP June 2010 - June 2011
Clifton Gunderson LLP January 2008 - May 2010
Skills
Auditing, GAAP, Financial Reporting, Accounting, Tax, Internal Controls, Financial Accounting, CPA, Tax Preparation, Financial Analysis, Assurance, IFRS
Education
Towson University 2006 — 2008
B.S.
Homestead High School 1998 — 2002
Clifton Douglas, LLP June 2014 - Present
CBIZ Tofias January 2012 - October 2013
PACAP Research Center, University of Rhode Island April 2010 - December 2011
Jiangsu Su'nan Law Firm July 2006 - January 2008
Skills
Tax Research, Tax, CPA, Financial Statements, Microsoft Excel, Private Equity tax..., Coproation tax..., Provision, Profx System Tax..., BNA Tax and Accounting
Education
University of Rhode Island 2009 — 2011
Master, Accounting
Wuhan University 2002 — 2006
Bachelor, Law
BINA Farm Center December 2012 - Present
CBIZ Tofias December 2012 - February 2013
Cail Realty & Investments June 2007 - December 2011
CBIZ Tofias June 2008 - August 2008
Hollister Co October 2007 - May 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, SPSS, Marketing, Editing, Excel, Access, Nonprofits, Customer Service, Leadership
Education
University of Miami 2007 — 2012
Bachelor of Arts, Criminology
Brimmer & May 2004 — 2007
New England Aquarium June 2014 - Present
CBIZ Tofias August 2008 - June 2014
Cable Splicing & Testing January 2000 - August 2008
Skills
Internal Controls, Auditing, Financial Reporting, Accounting, Budgets, Management, CPA, Financial Accounting, GAAP, Financial Statements
Education
Salem State College 2002 — 2008
Business, Accounting
CBIZ Tofias December 2013 - Present
Episcopal Diocese of Massachusetts January 2011 - November 2013
G.T. Reilly & Company April 2006 - November 2010
New England Door January 2001 - March 2006
Ziner, Kennedy & Lehan 1996 - 2000
D'Arcangelo & Co., LLP June 1995 - October 1996
Skills
Auditing, Financial Reporting, Accounting, Internal Controls, Financial Accounting, Financial Analysis, CPA, Managerial Finance, US GAAP, Budgets, Tax, Finance, Tax Preparation, Nonprofits, Forecasting, General Ledger
Education
University of Rhode Island 1988 — 1992
BS, Accounting
Spaceworks Architectural Interiors August 2015 - Present
CBIZ Tofias July 2014 - August 2015
Novogradac & Company LLP November 2012 - June 2014
Monitor Group August 2010 - October 2012
REVco Inc. December 2005 - August 2009
Skills
Auditing, Accounting, Financial Reporting, US GAAP, Microsoft Excel, Microsoft Office, Financial Analysis, GAAP, PowerPoint, Microsoft Word, Financial Accounting, Financial Statements
Education
Stonehill College 2006 — 2010
Accounting
Trumbull High School 2002 — 2006
Quadrant Software May 2012 - Present
CBIZ Tofias June 2006 - May 2012
Ernst & Young September 2005 - July 2006
Tofias PC August 2004 - September 2005
Wolf, Greenfield & Sacks, P.C. 2000 - 2003
Skills
Accounting, Management, Financial Reporting, Auditing, Financial Statements, GAAP, Financial Accounting, Human Resources, Financial Audits, Leadership, US GAAP, Forecasting, Internal Controls, Revenue Recognition, Budgets, CPA
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MSA/MBA, Accounting and Business Administration
Northeastern University 2003 — 2004
MS/MBA, Accounting and Business
Syracuse University
Northeast Arc April 2015 - Present
Save the Children US August 2012 - April 2014
The May Institute January 2006 - August 2012
Pathfinder International February 2001 - January 2006
Price Waterhouse Coopers May 2000 - February 2001
McGladrey & Pullen May 1998 - May 2000
Brookhaven at Lexington May 1996 - May 1998
McGladrey July 1990 - May 1996
CBIZ Tofias July 1987 - April 1990
Skills
Accounting, Budgeting, Financial Management, Financial Analysis and..., Managerial Finance, Financial Analysis, Budget, Financial Reporting, Non-profits, Internal Controls, Auditing, Internal Audit, Budgets, Process Improvement, Analysis, Grants, Financial Accounting, Finance, GAAP, Accounts Receivable, Cash Management, Nonprofits, Business Planning, Cash Flow, Strategic Financial..., Management, Access, Program Management, QuickBooks, Accounts Payable, Mergers & Acquisitions, Leadership, Revenue Recognition, Executive Management
Education
Suffolk University - Sawyer School of Management 2006 — 2007
EMBA, Organizational Leadership
Bentley University 1983 — 1987
BS, Accountancy
REIT Management and Research, LLC November 2005 - Present
The Bulfinch Companies, Inc. November 1999 - November 2005
CBIZ Tofias 1997 - 2000
Education
Bentley University 1989 — 1993
Chaminade
Weichert, Realtors RealtorMaloney Properties Real Estate BrokerageAugust 2014 - August 2015
Assisted Property Services December 2013 - August 2014
CBIZ Tofias and Mayer Hoffman McCann April 2005 - June 2013
CBIZ Tofias 2005 - June 2013
Bingham McCutchen January 2004 - April 2005
Executive Glass 2001 - 2003
Randstad September 1997 - April 2001
Skills
Accounts Receivable, Invoicing, Management, Credit, Cash Flow, Customer Service, Negotiation, Accounting, Internal Controls
Education
Lesley University 2002 — 2007
BS, Business Management
Anstiss & Co. December 2010 - Present
CBIZ Tofias September 2006 - April 2010
Ropes & Gray LLP 2004 - 2006
John G. Burk & Associates, CPAs, PC 2001 - 2004
Grant Thornton 1999 - 2001
Education
Skidmore College 1995 — 1999
CBIZ Tofias August 2013 - Present
CBIZ Tofias September 2006 - August 2013
The Dance Place September 2001 - June 2006
Skills
Income Tax, Tax Research, Corporate Tax, Tax Accounting, Microsoft Excel, Tax Preparation, Accounting
Education
Providence College 2005 — 2006
MBA, Accounting & Business
Bridgewater State University 2001 — 2005
Bachelor of Science, Accounting & Finance
CBIZ Tofias September 2011 - Present
PricewaterhouseCoopers November 2010 - September 2011
Braver PC September 2008 - October 2010
Sigma Theta Tau International Honor Society of Nursing September 2006 - May 2008
March of Dimes February 2006 - July 2006
Education
Indiana University - Kelley School of Business 2005 — 2008
Bachelor of Science, Accounting & Finance
CBIZ MHM, LLC January 2015 - Present
CBIZ Tofias January 2012 - January 2015
FSP Investments LLC October 2010 - December 2011
Wheaton College (MA) November 2008 - July 2010
Michael Page International November 2007 - November 2008
David Lerner Associates November 2006 - November 2007
Aames Home Loan June 2005 - September 2006
United States Marine Corps July 1997 - July 2005
Skills
Series 7, Series 63, Investments, Customer Relations, Research, Strategic Planning, Customer Service, Microsoft Office, PowerPoint, Excel, Word, Legal Research, Statutory Interpretation, Microsoft Excel, Finance, Leadership, Management, Public Speaking
Education
New England Law Boston 2011 — 2015
Juris Doctor, Law
Wheaton College (MA) 1997 — 2001
Bachelors, History
Northfield Mount Hermon School 1994 — 1997
Diploma, General Studies
WTSUS(World Tax Service) February 2011 - Present
CBIZ Tofias January 2010 - February 2011
CFGI, Inc. January 2006 - November 2009
KPMG January 1996 - December 2005
Uno Restaurants , Inc January 1986 - December 1995
Skills
Financial Reporting, Sarbanes-Oxley Act, Tax, SEC filings, GAAP, CPA, Corporate Tax, Tax Research, Internal Controls, US GAAP, Auditing, Accounting, Tax Accounting, International Tax, Revenue Recognition
Education
Monmouth University 1978 — 1981
MBA, Masters in Accounting
Bentley University 1974 — 1978
Red Bank Catholic
Northeastern University - Graduate School of Business Administration 2011 - Present
Silveira CPA PC 2011 - Present
P & M, PC 2009 - 2011
CBIZ Tofias 2004 - 2008
Day, Berry & Howard LLP 2002 - 2004
Choate, Hall & Stewart October 1999 - December 2002
Skills
Income Tax, Tax, Tax Compliance, Real Estate, Non-profits, Alternative Investments, Professional Services, International Tax, Multistate Taxation, Tax Accounting, Tax Research, Mergers, Corporate Tax, Real Estate Transactions, Mergers & Acquisitions, Tax Preparation, Nonprofits, Investments, Tax Law, Analysis, CPA
Education
D'Amore-McKim School of Business at Northeastern University 2002 — 2004
MST, Tax
University of Massachusetts, Amherst 1995 — 1999
BS
Dartmouth High School
Monitor Group July 2012 - January 2013
CBIZ Tofias September 2007 - July 2012
Skills
Tax Preparation, Tax Research
Education
Bentley University 2002 — 2007
BS & MSA
Boston Latin Academy 1995 — 2002
McGladrey February 2003 - Present
CBIZ Tofias 1998 - 2002
MFA - Moody, Famiglietti & Andronico 1994 - 1997
Skills
Partnership Taxation, Tax Research, Tax Accounting, Tax Preparation, Financial Analysis, Tax Returns, Business Valuation, International Tax, Tax Advisory, IT Audit, Big 4
Education
Northeastern University 1984 — 1985
Master of Science (MS), Accounting
Colby College 1980 — 1984
Bachelor of Arts (B.A.), Mathematics
Wellesley Investment Advisors, Inc. January 2014 - Present
New England Private Wealth Advisors November 2011 - December 2013
The Colony Group September 2010 - October 2011
Merrill Lynch September 2009 - August 2010
Tax One Solutions January 2010 - April 2010
CBIZ Tofias January 2009 - April 2009
TD Ameritrade October 2006 - May 2008
Axa Advisors 2003 - 2006
Skills
Investments, Asset Allocation, Finance, Estate Planning, Tax, Small Business, Investment Strategies, Forecasting, Retirement, Analysis, Cash Flow, Microsoft Excel
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA/MBA, Accounting
Dickinson College 1999 — 2003
BS, Computer Science
Greenberg, Rosenblatt, Kull & Bitsoli, PC 1987 - Present
CBIZ Tofias January 1974 - July 1987
Skills
Financial Reporting, Accounting, Auditing, Corporate Tax, Tax Preparation, Income Tax, Internal Controls, Financial Analysis, Financial Accounting, General Ledger, Cash Flow, Tax Returns, Accounts Receivable, CPA, US GAAP
Education
Boston University 1967 — 1971
BSBA, accounting
Boston University
Accounting
CBIZ Tofias staffprice waterhouse1985 - 1990
Education
Isenberg School of Management, UMass Amherst 1981 — 1985
accounting
Rocket Fuel Inc. April 2013 - Present
iProspect August 2011 - March 2013
CBIZ Tofias August 2006 - August 2011
Skills
MSN AdCenter, PPC, Google Adwords, Social Media Marketing, Lead Generation, Online Marketing, Marketing Communications, Marketing Strategy, SEM, Marketing, Digital Marketing, Google Analytics, Advertising, Web Analytics, Mobile Marketing
Education
Siena College 2002 — 2006
Bachelor of Science, Marketing & Management
Aegerion Pharmaceuticals October 2013 - Present
Sonus Networks October 2008 - October 2013
Concentra November 1997 - October 2008
Boston Scientific October 1995 - November 1997
Reed Elsevier October 1987 - October 1995
CBIZ Tofias 1984 - 1987
Skills
Transfer Pricing, Mergers, Income Tax, Tax, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Accounting, Tax Accounting, International Tax, Financial Analysis, Corporate Tax, Tax Research, Due Diligence, Internal Controls, Revenue Recognition, Mergers & Acquisitions, Cash Management, Auditing, Tax Returns, GAAP, Sarbanes-Oxley, Payroll, FIN 48, SEC Filings
Education
Bentley University 1989 — 1991
MST, Taxation
Bentley University 1980 — 1984
BS, Accounting
CBIZ Tofias August 2015 - Present
CBIZ Tofias December 2013 - July 2015
KPMG October 2011 - November 2013
Houston Astros June 2010 - August 2010
KPMG January 2010 - March 2010
Ultimate Staffing June 2009 - August 2009
Granite State Credit Union September 2006 - December 2006
Fidelity Investments July 2006 - August 2006
Skills
Accounting, Tax Preparation, Tax Returns, Tax Compliance, CPA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Dual Degree: BS; BBA, Sport Management; Accounting
CBIZ Tofias July 2008 - May 2009
Deloitte August 2005 - June 2008
Deloitte & Touche 2005 - 2008
Education
University of Maryland University College 2001 — 2004
BS, Accounting
University of Rochester 1991 — 1995
BS, Neuroscience
University of Rochester 1991 — 1995
BA, Psychology
CBIZ Tofias 2012 - Present
Marcum LLP 2010 - 2012
UHY Advisors 2007 - 2010
Deloitte 2002 - 2007
Arthur Andersen & Co. 1996 - 2002
Skills
Corporate Tax, Tax, Tax Accounting, Income Tax, Tax Research, Mergers & Acquisitions, FIN 48, International Tax, Accounting, US GAAP, Financial Reporting, SEC filings, CPA, GAAP, Revenue Recognition, Forensic Accounting, Technology, Manufacturing, Retail, Life Science Industry, Government Contracting
Education
Hofstra University
Bachelor of Business Administration (B.B.A.)
Rensselaer Polytechnic Institute
Masters of Business Administration
Suffolk University Law School
Juris Doctor
CBIZ Tofias August 2015 - Present
CBIZ Tofias June 2013 - August 2015
Aaronson Lavoie Streitfeld Diaz & Co., P.C. December 2009 - June 2013
KPMG January 2009 - September 2009
BearingPoint December 2006 - June 2007
Sansiveri, Kimball & McNamee, LLP January 2006 - April 2006
Skills
Auditing, Sarbanes-Oxley Act, Tax, Income Tax, Financial Accounting, US GAAP
Education
Salve Regina University 2007 — 2008
Master's, Business Administration
Salve Regina University 2004 — 2006
Bachelor's, Accounting
Vertex Pharmaceuticals February 2015 - Present
CBIZ Tofias July 2005 - February 2015
RINET Company, LLC May 2002 - July 2005
PwC December 1998 - May 2002
Levine, Katz, Nannis + Solomon, PC November 1994 - November 1998
Cooper & Company July 1988 - November 1994
Skills
Corporate Tax, Tax, Income Tax, US GAAP, Accounting, Financial Reporting, SEC filings
Education
Bentley University 1991 — 1993
Master’s Degree, Taxation
Bentley University 1984 — 1988
Associate’s Degree, Management
Bentley University 1984 — 1988
Bachelor’s Degree, Accounting
CBIZ Tofias August 2012 - Present
CBIZ August 2011 - July 2012
CBIZ Tofias & Mayer Hoffman McCann August 2010 - July 2011
CBIZ Tofias January 2007 - July 2010
Skills
Income Tax, Tax, Tax Research, Tax Preparation, Corporate Tax, Tax Accounting
Education
Bryant University 2008 — 2011
Master of Science (M.S.), Taxation
Bridgewater State University 2004 — 2007
BS, Accounting
Shaheen, Pallone, & Associates December 2009 - Present
CBIZ Tofias August 2008 - April 2009
Liberty Mutual Insurance June 2007 - August 2007
Liberty Mutual Insurance May 2005 - August 2005
Skills
Access, Tax Returns, Financial Accounting, Financial Audits, GAAP Standards, Financial Statements, Tax, QuickBooks, Bank Reconciliation, Bookkeeping, Internal Controls, Journal Entries, Accounts Payable, Accounts Receivable, Payroll Taxes, Auditing, Fixed Assets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
Master's, Accountancy
Bentley University 2004 — 2008
Bachelor's, Corporate Finance and Accounting
The University of Hong Kong
Accounting and Finance
CBIZ Tofias May 2008 - Present
Cubellis May 2001 - April 2008
SAR Engineering January 1991 - March 2001
Education
Northeastern University 1975 — 1979
Accounting
Vantage Deluxe World Travel July 2015 - Present
Judith Hirsch Associates December 1996 - July 2015
Toolmex Industrial Solutions-TMX & Elektrim July 2003 - August 2013
Acumentrics Corporation May 1996 - September 2001
CBIZ Tofias January 1986 - May 1996
Skills
Finance, Cost Accounting, Forecasting, SEC filings, Revenue Recognition, Mergers & Acquisitions, Financial Accounting, Accounting, Financial Reporting, Strategy, Budgets, Leadership, Managerial Finance, Auditing, Operations Management, Analysis, Strategic Planning, Banking Relationships, Corporate Tax, Contract Negotiation, Contract Management, Compensation & Benefit, Financial Modeling, Start-ups, Business Strategy, Business Development, Cash Flow, Negotiation, Process Improvement, Management, Financial Analysis, Business Planning, Tax, GAAP, Consolidation, US GAAP, Acquisition Integration, Pricing, Microsoft Excel, Microsoft Word, Access, Inventory Control, CPA, Cash Management, Financial Forecasting, Internal Controls, Strategic Financial..., ERP Implementations, General Ledger, QuickBooks
Education
Bentley University 1982 — 1986
BSA, Accounting
University of Rhode Island 1981 — 1982
CBIZ Tofias July 2013 - Present
Simches & Co, CPA, PFS 1999 - Present
Compaq / Digital Equipment Corporation 1991 - 1998
Independent Consultant 1988 - 1991
Digital Equipment Corporation 1984 - 1988
Skills
Income Tax, Partnership Taxation, Tax Research, Corporate Tax, S Corporations, Tax Accounting, Tax Returns, Tax, US Tax, Tax Preparation, Tax Advisory, Sales Tax, International Tax, IRS, State Tax, CPA, Transfer Pricing, Expatriate Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1982 — 1985
MS in Taxation
Boston University - School of Management
BSBA, Accounting
CBIZ Tofias August 2010 - Present
Education
The University of Connecticut 2009 — 2010
Masters of Science in Accounting, Accounting
University of Connecticut 2005 — 2009
Bachelor of Science in Business Administration, Accounting
CBIZ Tofias July 2015 - Present
Columbia Management August 2013 - July 2015
Columbia Management August 2011 - August 2013
JPMorgan Chase December 2010 - August 2011
J.P. Morgan October 2008 - December 2010
Skills
Bloomberg, Fund Accounting, Mutual Funds, Tax, Financial Modeling, Financial Services, Investments, Financial Analysis, Accounting, Hedge Funds, Account Reconciliation, Due Diligence, Finance, Access, Microsoft Office
Education
Suffolk University - Sawyer School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts Dartmouth 2004 — 2008
Bachelors of Science, Finance
Reit Management & Research LLC February 2012 - Present
Questex September 2010 - February 2012
CBIZ Tofias January 2010 - April 2010
Education
Bentley University 2009 — 2011
Master's, Accountancy
Bentley University 2005 — 2009
Bachelor's, Accountancy
State Street October 2013 - Present
Pyramid Advisors January 2012 - February 2013
Pyramid Advisors November 2004 - December 2011
Liberty Mutual Insurance 2003 - 2004
CBIZ Tofias 2001 - 2003
Deloitte & Touche 1998 - 2001
Ernst & Young 1996 - 1998
Skills
Accounting, P&L, Corporate Finance, Restructuring, Account Reconciliation, Managerial Finance, Strategic Financial..., Corporate Tax, Strategic Planning, Leadership, Fixed Assets, Customer Service, Hyperion Enterprise, Business Strategy, Cost Accounting, Forensic Accounting, Private Equity, Financial Audits, Team Building, Operations Management, Negotiation, Account Management, Process Improvement
Education
Bentley University
Bachelor of Science, Accountancy, Overall GPA: 3.72; Graduated Magna Cum Laude
Duff & Phelps December 2012 - Present
CBIZ Tofias January 2011 - December 2012
Sullivan & Worcester LLP June 2008 - August 2010
Skills
International Tax
Education
McGill University
B.A., History, Economics, Political Science
Bentley University
Master of Science, Accountancy
CBIZ Tofias June 2015 - Present
Accounting/Finance July 2012 - Present
Keurig Green Mountain, Inc. December 2014 - May 2015
Lifeline Ambulance Service May 2014 - September 2014
PwC November 2010 - July 2012
WinnCompanies July 2007 - November 2010
The Dolben Company February 2006 - July 2007
Massachusetts Port Authority May 2005 - December 2005
Harvard Business School Executive Education January 2005 - April 2005
Armstrong Ambulance June 2002 - January 2005
Skills
Accounting, Accounts Payable, General Ledger, Auditing, Financial Statements, Budgets, Fixed Assets, Finance, Analysis, Financial Analysis, GAAP, Internal Controls, Financial Accounting, SEC filings, Real Estate, Investments, Assurance, Data Analysis, External Audit, Revenue Recognition, Financial Reporting, US GAAP, Property Management, Tax, QuickBooks, Internal Audit, Variance Analysis, Cash Flow, Journal Entries, Valuation, Account Reconciliation, Due Diligence, Accounts Receivable, Cash Flow Forecasting, IFRS, Financial Audits, Big 4, Expenses, Corporate Finance, Business Valuation, Portfolio Management, Asset Management, Spreadsheets, Employee Benefits, Bank Reconciliation, Accruals, Tax Accounting, Cost Accounting, Strategic Planning, Private Equity
Education
Suffolk University - Sawyer School of Management 2003 — 2005
MBA, Accounting
Suffolk University - Sawyer School of Management 2003 — 2005
Graduate Diploma in Professional Accounting, Accounting
Saint Joseph's University 1998 — 2002
BS, Finance
Arlington Catholic
CBIZ Tofias August 2001 - Present
Education
Bentley University
Master's Degree, Taxation
Ithaca College
Bachelor's Degree, Business Administration and Management, General, Magna Cum Laude
CBIZ Tofias January 2011 - Present
UHY Advisors September 2008 - September 2010
Unversity at Albany 2005 - 2008
Education
University at Albany 2003 — 2008
Masters, Accounting
CBIZ Tofias October 2011 - Present
CBIZ MHM, LLC January 2009 - October 2011
Mahoney Cohen & Company, P.C. November 2003 - December 2008
Skills
GAAP, Auditing, Financial Reporting, Internal Controls, Accounting, Financial Accounting, SEC filings, Financial Analysis, Financial Audits, US GAAP, External Audit, General Ledger, CPA, Income Tax, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2003
B.S., Accounting
Leonard, Mulherin & Greene, P.C. January 2007 - Present
CBIZ Tofias September 2003 - December 2006
Education
Boston College - Carroll School of Management
BS, Accounting
Waldron H. Rand & Company, P.C. June 2008 - Present
CBIZ Tofias September 2006 - May 2008
Skills
Financial Reporting, Accounting, GAAP, Auditing, Management, Corporate Tax, Tax, Strategic Planning, Financial Analysis, QuickBooks, Partnership Taxation, Account Reconciliation, Microsoft Office, Tax Research, CPA
Education
Merrimack College 2002 — 2006
Bachelor's degree, Accounting
RubinBrown LLP January 2015 - Present
CBIZ Tofias October 2013 - April 2014
CBIZ Tofias March 2008 - October 2013
Landsafe Investments Inc. August 2005 - September 2007
Skills
Administrative..., Bookkeeping, Filing, Invoicing
Education
Stetson University 2002 — 2005
Sociology
CBIZ Tofias November 2007 - Present
Skills
Tax, Income Tax, Corporate Tax, Auditing, Accounting, Financial Reporting, Internal Controls, GAAP, Tax Research, Tax Preparation
Education
Boston University School of Law
Master of Laws (LLM), Taxation
CBIZ Tofias October 2007 - Present
Skills
Accounting, GAAP
Education
University of Rhode Island
Bachelor's degree, Accounting
University of Rhode Island
Master's degree, Accounting
CVS Health Corporation 2011 - Present
CBIZ Tofias 2008 - 2011
Skills
Corporate Tax, CPA, Income Tax, Tax Accounting, International Tax, Mergers & Acquisitions, US GAAP, Internal Controls, GAAP, Sarbanes-Oxley Act, Tax, SEC filings
Education
Bryant University 2008 — 2009
MPAc, Masters Accounting
Bryant University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
CBIZ Tofias August 2013 - Present
Education
The College of Wooster 2002 — 2006
Bachelor of Arts (BA), Sociology
CVS Health June 2015 - Present
CBIZ Tofias August 2011 - June 2015
Restivo Monacelli LLP July 2008 - July 2011
Skills
Accounting, Tax, Tax Preparation, QuickBooks, Financial Reporting, Income Tax, General Ledger, Financial Accounting, GAAP, Auditing
Education
University of Rhode Island 2008 — 2010
Master of Science (M.S.), Accounting
University of Rhode Island 2004 — 2008
Bachelor of Science (B.S.), Business Administration - Accounting and Finance, Summa Cum Laude
CBIZ Tofias December 2009 - Present
State Street June 2003 - March 2009
Education
Quincy College 2000 — 2002
Associate's degree, Computer Science, Graduated summa cum laude
CBIZ Tofias January 2014 - Present
Education
Northeastern University 2012 — 2013
Master’s Degree
Alfred University 2008 — 2012
Bachelor’s Degree