CBIZ Tofias

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CBIZ Tofias Employees

Employee
Years
Job
Industry
Colin McDermott Colin McDermott Norwood, Massachusetts Details
Colin McDermott's CBIZ Tofias Experience July 2014 - Present
Job Audit Associate at CBIZ Tofias
Industry Accounting
Experience
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

Shane A. Wilcox Shane A. Wilcox Providence, Rhode Island Area Details
Shane A. Wilcox's CBIZ Tofias Experience February 2013 - April 2013
Job Financial Analyst for ICI Services and Gradute Student at Johnson & Wales University
Industry Accounting
Experience
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

Douglas Clements Douglas Clements Andover, Massachusetts Details
Douglas Clements's CBIZ Tofias Experience October 1997 - August 2003
Job Finance & Administration at Techprint Inc.
Industry Printing
Experience
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

John E. Mulvaney, Jr. CPA CFE John E. Mulvaney, Jr. CPA CFE Greater Boston Area Details
John E. Mulvaney, Jr. CPA CFE's CBIZ Tofias Experience September 2013 - Present
Job Practice Leader and Director of Forensic, Litigation and Valuation Services at CBIZ Tofias
Industry Accounting
Experience
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

Veasna San Veasna San Greater Boston Area Details
Veasna San's CBIZ Tofias Experience September 2013 - Present
Job Audit Associate at CBIZ Tofias and Mayer Hoffman McCann P.C.
Industry Accounting
Experience
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

Camron Momeni, CPA Camron Momeni, CPA Chicago, Illinois Details
Camron Momeni, CPA's CBIZ Tofias Experience October 2008 - October 2012
Job Exempt Organization Tax Specialist & Product Manager: Tax Technology
Industry Accounting
Experience
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

Jamie Tong-Chow Jamie Tong-Chow Greater Boston Area Details
Jamie Tong-Chow's CBIZ Tofias Experience September 2001 - August 2013
Job Audit Director at Tonneson
Industry Accounting
Experience
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

Sarah Viafora Sarah Viafora Greater Boston Area Details
Sarah Viafora's CBIZ Tofias Experience July 2015 - Present
Job Marketing Associate at CBIZ Tofias
Industry Marketing and Advertising
Experience
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

Jimmy S. Pappas Jimmy S. Pappas Boston, Massachusetts Details
Jimmy S. Pappas's CBIZ Tofias Experience January 2004 - September 2005
Job Managing Director Forensic Services at PricewaterhouseCoopers
Industry Management Consulting
Experience
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

Anthony Zammiello Anthony Zammiello Providence, Rhode Island Details
Anthony Zammiello's CBIZ Tofias Experience July 2014 - Present
Job SemiSenior Tax Associate at CBIZ Tofias
Industry Accounting
Experience
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

Nancy (Gardner) Delisle Nancy (Gardner) Delisle Greater Boston Area Details
Nancy (Gardner) Delisle's CBIZ Tofias Experience November 2007 - Present
Job Human Resources Coordinator at CBIZ Tofias
Industry Accounting
Experience
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

Philip Silveira Philip Silveira Greater Chicago Area Details
Philip Silveira's CBIZ Tofias Experience October 2002 - June 2007
Job Strategic Finance & Operating Executive (MBA & CPA)
Industry Retail
Experience
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

Katherine Goodwin, CPA Katherine Goodwin, CPA Greater Boston Area Details
Katherine Goodwin, CPA's CBIZ Tofias Experience 1996 - 2000
Job Consultant
Industry Computer Software
Experience
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

Jaime Itani Jaime Itani Greater Boston Area Details
Jaime Itani's CBIZ Tofias Experience January 2008 - April 2009
Job Tax Associate at CliftonLarsonAllen
Industry Accounting
Experience
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

Alex Glincher Alex Glincher New York, New York Details
Alex Glincher's CBIZ Tofias Experience July 2011 - August 2011
Job Advisory Staff at EY
Industry Management Consulting
Experience
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

Adam Kozol Adam Kozol Greater Boston Area Details
Adam Kozol's CBIZ Tofias Experience September 2013 - Present
Job Audit SemiSenior Associate at CBIZ Tofias & Mayer Hoffman McCann P.C.
Industry Accounting
Experience
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

Michelle (Sylvia) Spriggs, CPA, MBA Michelle (Sylvia) Spriggs, CPA, MBA Greater Boston Area Details
Michelle (Sylvia) Spriggs, CPA, MBA's CBIZ Tofias Experience June 2005 - Present
Job Professional Services Group at CBIZ
Industry Accounting
Experience
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

Phil Cibelli Phil Cibelli Greater Boston Area Details
Phil Cibelli's CBIZ Tofias Experience 1995 - 1996
Job Chief Financial Officer at Care Dimensions
Industry Hospital & Health Care
Experience
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

Lisa Dumont Lisa Dumont Greater Boston Area Details
Lisa Dumont's CBIZ Tofias Experience January 2015 - Present
Job Audit Intern at CBIZ Tofias
Industry Accounting
Experience
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

Robert Stankus, CPA, CFE, CVA Robert Stankus, CPA, CFE, CVA Boston, Massachusetts Details
Robert Stankus, CPA, CFE, CVA's CBIZ Tofias Experience DirectorCBIZ TofiasAugust 2004 - Present
Job Director at CBIZ Tofias
Industry Accounting
Experience
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

Natalie M. Short, MBA Natalie M. Short, MBA Greater Boston Area Details
Natalie M. Short, MBA's CBIZ Tofias Experience January 1998 - June 2009
Job Bristol Community College, Program Director/Instructor
Industry Education Management
Experience
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

Richard Botham Richard Botham Providence, Rhode Island Area Details
Richard Botham's CBIZ Tofias Experience November 2002 - September 2014
Job Principal at YKSM CPA
Industry Accounting
Experience
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

Patrick Lavoie Patrick Lavoie Greater Boston Area Details
Patrick Lavoie's CBIZ Tofias Experience July 2014 - Present
Job Director in the Tax Group at CBIZ Tofias
Industry Accounting
Experience
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

Peter Gold CPA Peter Gold CPA Greater Boston Area Details
Peter Gold CPA's CBIZ Tofias Experience October 1992 - Present
Job Managing Director, CBIZ Tofias/ Shareholder, Mayer Hoffman McCann P.C.
Industry Financial Services
Experience
CBIZ Tofias   October 1992 - Present

Skills
Financial Reporting, Tax Preparation, Accounting, GAAP

Education
Suffolk University

Laura Antonopoulos Laura Antonopoulos Greater Boston Area Details
Laura Antonopoulos's CBIZ Tofias Experience August 2010 - Present
Job CBIZ Tofias / MHM
Industry Accounting
Experience
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

Theodore Dawe, CFE, CIA, CVA, MBA Theodore Dawe, CFE, CIA, CVA, MBA Greater Boston Area Details
Theodore Dawe, CFE, CIA, CVA, MBA's CBIZ Tofias Experience Business ConsultantCBIZ TofiasJune 2004 - Present
Job ConsultantForensic, Litigation and Valuation Services at CBIZ Tofias
Industry Accounting
Experience
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

Shayna Morris Shayna Morris Salem, Massachusetts Details
Shayna Morris's CBIZ Tofias Experience June 2014 - Present
Job Audit Semi Senior at CBIZ Tofias & Mayer Hoffman McCann P.C.
Industry Higher Education
Experience
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

Irina Zinovyeva Irina Zinovyeva Greater Boston Area Details
Irina Zinovyeva's CBIZ Tofias Experience July 2011 - April 2013
Job Billing Assignment Coordinator at Grant Thornton LLP
Industry Financial Services
Experience
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

Brad Jolie, CPA Brad Jolie, CPA Greater Boston Area Details
Brad Jolie, CPA's CBIZ Tofias Experience January 2015 - Present
Job Director at CBIZ Tofias
Industry Accounting
Experience
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

Lisa Cafferty Lisa Cafferty Portsmouth, Rhode Island Details
Lisa Cafferty's CBIZ Tofias Experience January 2005 - July 2006
Job CPA
Industry Accounting
Experience
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

Lauren Desforge Lauren Desforge Boston, Massachusetts Details
Lauren Desforge's CBIZ Tofias Experience 1992 - 1997
Job Managing Director, Senior Client Advisor at Daintree Advisors LLC
Industry Financial Services
Experience
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

Tatsiana Svirydziuk Tatsiana Svirydziuk Greater Boston Area Details
Tatsiana Svirydziuk's CBIZ Tofias Experience January 2015 - Present
Job Tax Associate at CBIZ Tofias
Industry Accounting
Experience
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

Jeffrey Yolles Jeffrey Yolles United States Details
Jeffrey Yolles's CBIZ Tofias Experience October 2011 - November 2012
Job Tax Lawyer
Industry Legal Services
Experience
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

Kevin Eagan Kevin Eagan Greater Boston Area Details
Kevin Eagan's CBIZ Tofias Experience January 2015 - Present
Job Tax Director at CBIZ Tofias
Industry Accounting
Experience
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

Kristyn M. Sheehan, CPA Kristyn M. Sheehan, CPA Long Valley, New Jersey Details
Kristyn M. Sheehan, CPA's CBIZ Tofias Experience 2006 - 2008
Job Certified Public Accountant
Industry Accounting
Experience
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

Shelby Saute Shelby Saute Providence, Rhode Island Area Details
Shelby Saute's CBIZ Tofias Experience February 2015 - April 2015
Job Director of Social Media Marketing at Crystal Blue Hospitality
Industry Hospitality
Experience
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

Carl Jenkins, CPA/ABV Carl Jenkins, CPA/ABV Greater Boston Area Details
Carl Jenkins, CPA/ABV's CBIZ Tofias Experience March 2009 - April 2013
Job Dispute Consulting, Forensic Accountant and Expert Witness
Industry Financial Services
Experience
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

Abbey Henderson Abbey Henderson Greater Boston Area Details
Abbey Henderson's CBIZ Tofias Experience September 1996 - September 1997
Job Owner, Abaris Financial Group LLC
Industry Financial Services
Experience
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

Carlene Festa Carlene Festa Greater Boston Area Details
Carlene Festa's CBIZ Tofias Experience December 2009 - January 2012
Job Regional Sales Office Supervisor
Industry Financial Services
Experience
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

Suzanne Jalbert Suzanne Jalbert Cumberland, Rhode Island Details
Suzanne Jalbert's CBIZ Tofias Experience September 2007 - Present
Job Tax Manager at CBIZ Tofias
Industry Accounting
Experience
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

Jeremy Brayer, CPA, MBA Jeremy Brayer, CPA, MBA Warwick, Rhode Island Details
Jeremy Brayer, CPA, MBA's CBIZ Tofias Experience October 2008 - April 2009
Job Audit Manager at BlumShapiro
Industry Accounting
Experience
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

Scott Frechette Scott Frechette Providence, Rhode Island Area Details
Scott Frechette's CBIZ Tofias Experience July 2015 - Present
Job Associate at CBIZ Tofias
Industry Accounting
Experience
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

Frank Scrima Frank Scrima Greater Boston Area Details
Frank Scrima's CBIZ Tofias Experience January 2014 - Present
Job Sales and Marketing Specialist, CBIZ Clearview
Industry Insurance
Experience
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

David H. Goodman David H. Goodman Greater Boston Area Details
David H. Goodman's CBIZ Tofias Experience 1995 - 2000
Job Expert and Financial Neutral in Business Valuation & Litigation Support Services at Gosule, Butkus, & Jesson LLP
Industry Accounting
Experience
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

Moussa Seck Moussa Seck Greater Boston Area Details
Moussa Seck's CBIZ Tofias Experience July 2012 - September 2014
Job Property Accountant at Samuels & Associates
Industry Accounting
Experience
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

Scott Wragg Scott Wragg Greater Boston Area Details
Scott Wragg's CBIZ Tofias Experience January 2005 - Present
Job Managing Director at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias   January 2005 - Present
Ernst & Young, LLP   January 1985 - January 2005

Education
Bryant University   1981 — 1988

Matt Hetland, CPA Matt Hetland, CPA Greater Boston Area Details
Matt Hetland, CPA's CBIZ Tofias Experience September 2011 - Present
Job Audit Supervisor at CBIZ Tofias, where we help our clients grow and succeed by managing their finances for 45+ years.
Industry Accounting
Experience
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

Valerie Quigley Valerie Quigley Greater Boston Area Details
Valerie Quigley's CBIZ Tofias Experience December 2008 - June 2011
Job Marketing Specialist
Industry Accounting
Experience
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

Ryan Almonte Ryan Almonte Providence, Rhode Island Details
Ryan Almonte's CBIZ Tofias Experience September 2013 - December 2014
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
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

Anish Parikh, MSA Anish Parikh, MSA Greater Boston Area Details
Anish Parikh, MSA's CBIZ Tofias Experience June 2012 - July 2013
Job Tax Associate at KLR
Industry Accounting
Experience
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

Kristen Reis Kristen Reis Saunderstown, Rhode Island Details
Kristen Reis's CBIZ Tofias Experience November 2014 - Present
Job Tax Associate at CBIZ Tofias
Industry Accounting
Experience
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

Rachel Retos, CPA Rachel Retos, CPA Boston, Massachusetts Details
Rachel Retos, CPA's CBIZ Tofias Experience September 2004 - April 2013
Job Principal at Johnson O'Connor Feron & Carucci LLP
Industry Accounting
Experience
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

Bernard Kaplan Bernard Kaplan Greater Boston Area Details
Bernard Kaplan's CBIZ Tofias Experience 1985 - Present
Job Managing Director at CBIZ Tofias in the Retirement Plan Services Group
Industry Accounting
Experience
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

Matt Terrill Matt Terrill Greater Boston Area Details
Matt Terrill's CBIZ Tofias Experience August 2013 - July 2014
Job CPA & Senior Finance Associate
Industry Venture Capital & Private Equity
Experience
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

Meagan Renaud Meagan Renaud Greater Boston Area Details
Meagan Renaud's CBIZ Tofias Experience July 2015 - Present
Job Tax Senior Associate at CBIZ Tofias
Industry Accounting
Experience
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

Megan Villaume Megan Villaume San Francisco, California Details
Megan Villaume's CBIZ Tofias Experience July 2012 - March 2015
Job Marketing Senior Associate at PwC
Industry Accounting
Experience
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

Ashley Spina Ashley Spina Boston, Massachusetts Details
Ashley Spina's CBIZ Tofias Experience April 2015 - Present
Job Senior Tax Associate at CBIZ Tofias
Industry Law Practice
Experience
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

Nathan T. Field, CPA, MSA Nathan T. Field, CPA, MSA Johnston, Rhode Island Details
Nathan T. Field, CPA, MSA's CBIZ Tofias Experience October 2008 - May 2013
Job Solvency II Accountant at FM Global UK
Industry Accounting
Experience
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

David DiCiccio, CPA David DiCiccio, CPA Greater Boston Area Details
David DiCiccio, CPA's CBIZ Tofias Experience July 2015 - Present
Job Audit Supervisor at CBIZ Tofias
Industry Accounting
Experience
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

Kerry (Flinn) Gilbert, CPA Kerry (Flinn) Gilbert, CPA Keene, New Hampshire Details
Kerry (Flinn) Gilbert, CPA's CBIZ Tofias Experience January 2013 - October 2013
Job Staff Accountant at C&S Wholesale Grocers
Industry Accounting
Experience
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

Susan Goniprow, CPA Susan Goniprow, CPA Greater Boston Area Details
Susan Goniprow, CPA's CBIZ Tofias Experience July 2012 - June 2014
Job Accountant
Industry Accounting
Experience
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

Louis Tavares Louis Tavares Providence, Rhode Island Area Details
Louis Tavares's CBIZ Tofias Experience August 2015 - Present
Job Staff accountant at Restivo Monacelli LLP
Industry Accounting
Experience
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

Jenna Vargas Jenna Vargas New Bedford, Massachusetts Details
Jenna Vargas's CBIZ Tofias Experience June 2014 - Present
Job Audit Associate at CBIZ Tofias
Industry Higher Education
Experience
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

Laura Smith, CPA, MST Laura Smith, CPA, MST Greater Boston Area Details
Laura Smith, CPA, MST's CBIZ Tofias Experience July 2014 - Present
Job Senior Tax Associate at CBIZ Tofias
Industry Accounting
Experience
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

Nancy E. Kelly Nancy E. Kelly New York, New York Details
Nancy E. Kelly's CBIZ Tofias Experience January 2001 - January 2002
Job NE Kelly & Associates, LLC, Full Service CPA Firm
Industry Accounting
Experience
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

Larry Ginsberg Larry Ginsberg Greater Boston Area Details
Larry Ginsberg's CBIZ Tofias Experience 1995 - August 2014
Job Executive Professor: Northeastern University
Industry Accounting
Experience
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

Brenda Bzdak Brenda Bzdak Boston, Massachusetts Details
Brenda Bzdak's CBIZ Tofias Experience July 2011 - September 2014
Job Manager, Client Reporting at Hancock Natural Resource Group
Industry Investment Management
Experience
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

Yue Zhao, CPA Yue Zhao, CPA Sunnyvale, California Details
Yue Zhao, CPA's CBIZ Tofias Experience January 2012 - October 2013
Job Tax Associate at Clifton Douglas, LLP
Industry Accounting
Experience
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

Jenna Kaplan Jenna Kaplan Greater Boston Area Details
Jenna Kaplan's CBIZ Tofias Experience December 2012 - February 2013
Job Therapeutic Riding Instructor, Program Associate, and Volunteer Coordinator at BINA Farm Center
Industry Health, Wellness and Fitness
Experience
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

Andrew Gagnon, CPA Andrew Gagnon, CPA Greater Boston Area Details
Andrew Gagnon, CPA's CBIZ Tofias Experience August 2008 - June 2014
Job Assistant Controller & Accounting Manager at New England Aquarium
Industry Accounting
Experience
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

Rick Strout Rick Strout Greater Boston Area Details
Rick Strout's CBIZ Tofias Experience December 2013 - Present
Job Experienced Audit and Financial Professional at CBIZ Tofias
Industry Accounting
Experience
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

Robert Von Stein Robert Von Stein Boston, Massachusetts Details
Robert Von Stein's CBIZ Tofias Experience July 2014 - August 2015
Job Controller at Spaceworks Architectural Interiors
Industry Accounting
Experience
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

Charles Lippman, CPA Charles Lippman, CPA Greater Boston Area Details
Charles Lippman, CPA's CBIZ Tofias Experience June 2006 - May 2012
Job Corporate Controller at Quadrant Software
Industry Accounting
Experience
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

Cyndi Gavlick Cyndi Gavlick Greater Boston Area Details
Cyndi Gavlick's CBIZ Tofias Experience July 1987 - April 1990
Job CFO at Northeast Arc
Industry Individual & Family Services
Experience
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

Greg Schaefer Greg Schaefer Greater Boston Area Details
Greg Schaefer's CBIZ Tofias Experience 1997 - 2000
Job
Industry Real Estate
Experience
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

Kimberly Amer O'Donnell Kimberly Amer O'Donnell Greater Boston Area Details
Kimberly Amer O'Donnell's CBIZ Tofias Experience 2005 - June 2013
Job Licensed Realtor Specializing in Single Family, Condominiums, and Townhouses
Industry Real Estate
Experience
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

Amy Piuze Amy Piuze Greater Boston Area Details
Amy Piuze's CBIZ Tofias Experience September 2006 - April 2010
Job Supervisor at Anstiss & Co.
Industry Accounting
Experience
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

Kristen Terceira Kristen Terceira Providence, Rhode Island Area Details
Kristen Terceira's CBIZ Tofias Experience August 2013 - Present
Job Tax Manager at CBIZ Tofias
Industry Accounting
Experience
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

Courtney (Heckman) Fonovic, CPA Courtney (Heckman) Fonovic, CPA Providence, Rhode Island Area Details
Courtney (Heckman) Fonovic, CPA's CBIZ Tofias Experience September 2011 - Present
Job Manager at CBIZ Tofias
Industry Accounting
Experience
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

Anthony Febles, J.D. Anthony Febles, J.D. Greater Boston Area Details
Anthony Febles, J.D.'s CBIZ Tofias Experience January 2012 - January 2015
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
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

Gerard Beach Gerard Beach Greater Boston Area Details
Gerard Beach's CBIZ Tofias Experience January 2010 - February 2011
Job at WTSUS(World Tax Service)
Industry Financial Services
Experience
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

Derek Silveira CPA Derek Silveira CPA Charlestown, Massachusetts Details
Derek Silveira CPA's CBIZ Tofias Experience 2004 - 2008
Job President | Silveira CPA PC
Industry Accounting
Experience
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

Anh-Phi Lai Anh-Phi Lai Brighton, Massachusetts Details
Anh-Phi Lai's CBIZ Tofias Experience September 2007 - July 2012
Job Tax Analyst New Balance
Industry Accounting
Experience
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

Dave Rocco Dave Rocco Greater Boston Area Details
Dave Rocco's CBIZ Tofias Experience 1998 - 2002
Job Tax director at McGladrey
Industry Accounting
Experience
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

Arik Schechet CFP, CPA Arik Schechet CFP, CPA Greater Boston Area Details
Arik Schechet CFP, CPA's CBIZ Tofias Experience January 2009 - April 2009
Job Vice President, Relationship Management at Wellesley Investment Advisors
Industry Financial Services
Experience
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

laurence hurwitz laurence hurwitz Greater Boston Area Details
laurence hurwitz's CBIZ Tofias Experience January 1974 - July 1987
Job Vice President at Greenberg, Rosenblatt, Kull & Bitsoli, PC
Industry Accounting
Experience
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

Debbie Wennett Debbie Wennett Greater Boston Area Details
Debbie Wennett's CBIZ Tofias Experience staffprice waterhouse1985 - 1990
Job Managing Director at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias   staffprice waterhouse1985 - 1990

Education
Isenberg School of Management, UMass Amherst   1981 — 1985
accounting

Lauren Russo Lauren Russo New York, New York Details
Lauren Russo's CBIZ Tofias Experience August 2006 - August 2011
Job Manager, Client Services at Rocket Fuel Inc.
Industry Marketing and Advertising
Experience
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

Gary Chedekel Gary Chedekel Greater Boston Area Details
Gary Chedekel's CBIZ Tofias Experience 1984 - 1987
Job Senior Director of Tax & Treasury at Aegerion Pharmaceuticals
Industry Telecommunications
Experience
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

Jeremy Sherman, CPA Jeremy Sherman, CPA Greater Boston Area Details
Jeremy Sherman, CPA's CBIZ Tofias Experience August 2015 - Present
Job Tax Supervisor at CBIZ Tofias
Industry Accounting
Experience
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

Eric Oberlander Eric Oberlander Greater Boston Area Details
Eric Oberlander's CBIZ Tofias Experience July 2008 - May 2009
Job Accounting Professional
Industry Accounting
Experience
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

Carl Giardino Carl Giardino Greater Boston Area Details
Carl Giardino's CBIZ Tofias Experience 2012 - Present
Job Managing Director at CBIZ Tofias, Leader of the Boston Tax Group and Member of the Firm’s Tax Executive Committee
Industry Accounting
Experience
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

Cheryl Cadle, CPA, MBA Cheryl Cadle, CPA, MBA Providence, Rhode Island Area Details
Cheryl Cadle, CPA, MBA's CBIZ Tofias Experience August 2015 - Present
Job Senior Audit Associate at CBIZ Tofias
Industry Accounting
Experience
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

Mark Kebadjian Mark Kebadjian Greater Boston Area Details
Mark Kebadjian's CBIZ Tofias Experience July 2005 - February 2015
Job Director at CBIZ Tofias
Industry Accounting
Experience
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

Barret Pinto Barret Pinto Providence, Rhode Island Area Details
Barret Pinto's CBIZ Tofias Experience August 2012 - Present
Job Tax Manager at CBIZ Tofias
Industry Accounting
Experience
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

Candy Chiu, CPA, MSA Candy Chiu, CPA, MSA Greater Boston Area Details
Candy Chiu, CPA, MSA's CBIZ Tofias Experience August 2008 - April 2009
Job Accounting Professional
Industry Accounting
Experience
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

John Antonelli John Antonelli Greater Boston Area Details
John Antonelli's CBIZ Tofias Experience May 2008 - Present
Job Controller at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias   May 2008 - Present
Cubellis  May 2001 - April 2008
SAR Engineering   January 1991 - March 2001

Education
Northeastern University   1975 — 1979
Accounting

Gary Greenstein, CPA CMGA Gary Greenstein, CPA CMGA Greater Boston Area Details
Gary Greenstein, CPA CMGA's CBIZ Tofias Experience January 1986 - May 1996
Job Vice President & Controller at Vantage Deluxe World Travel
Industry Executive Office
Experience
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

Barbara Wilfand Barbara Wilfand Greater Boston Area Details
Barbara Wilfand's CBIZ Tofias Experience July 2013 - Present
Job Tax Director, High Net Worth Group at CBIZ Tofias
Industry Accounting
Experience
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

Brian Sullivan, CPA, MSA Brian Sullivan, CPA, MSA Greater Boston Area Details
Brian Sullivan, CPA, MSA's CBIZ Tofias Experience August 2010 - Present
Job Audit Manager at CBIZ Tofias
Industry Accounting
Experience
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

Jaclyn Fortier Jaclyn Fortier Greater Boston Area Details
Jaclyn Fortier's CBIZ Tofias Experience July 2015 - Present
Job Senior Tax Accountant
Industry Financial Services
Experience
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

Stephanie Goldberg, CPA Stephanie Goldberg, CPA Greater Boston Area Details
Stephanie Goldberg, CPA's CBIZ Tofias Experience January 2010 - April 2010
Job Senior Manager of Portfolio Accounting at RMR
Industry Accounting
Experience
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

Gianni Inglese, CPA Gianni Inglese, CPA Greater Boston Area Details
Gianni Inglese, CPA's CBIZ Tofias Experience 2001 - 2003
Job Controller
Industry Accounting
Experience
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

Daniel Nir Daniel Nir Greater Boston Area Details
Daniel Nir's CBIZ Tofias Experience January 2011 - December 2012
Job Transfer Pricing VP at Duff & Phelps
Industry Financial Services
Experience
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

Christine Lyons, MBA Christine Lyons, MBA Greater Boston Area Details
Christine Lyons, MBA's CBIZ Tofias Experience June 2015 - Present
Job Senior Accountant Consultant at Keurig Green Mountain, Inc.
Industry Accounting
Experience
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

Drew Colman Drew Colman Providence, Rhode Island Area Details
Drew Colman's CBIZ Tofias Experience August 2001 - Present
Job Tax Director at CBIZ Tofias
Industry Accounting
Experience
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

Amanda Jenks (Thornton) Amanda Jenks (Thornton) Providence, Rhode Island Area Details
Amanda Jenks (Thornton)'s CBIZ Tofias Experience January 2011 - Present
Job Supervisor at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias   January 2011 - Present
UHY Advisors  September 2008 - September 2010
Unversity at Albany   2005 - 2008

Education
University at Albany   2003 — 2008
Masters, Accounting

Michael Godlewski, CPA Michael Godlewski, CPA Greater Boston Area Details
Michael Godlewski, CPA's CBIZ Tofias Experience October 2011 - Present
Job Audit Manager at CBIZ MHM, LLC
Industry Accounting
Experience
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

Lisa Frisoli Lisa Frisoli Greater Boston Area Details
Lisa Frisoli's CBIZ Tofias Experience September 2003 - December 2006
Job Tax Manager at Leonard, Mulherin & Greene, P.C.
Industry Accounting
Experience
Leonard, Mulherin & Greene, P.C.   January 2007 - Present
CBIZ Tofias   September 2003 - December 2006

Education
Boston College - Carroll School of Management
BS, Accounting

Brian Dlugasch Brian Dlugasch Greater Boston Area Details
Brian Dlugasch's CBIZ Tofias Experience September 2006 - May 2008
Job CPA at Waldron H. Rand & Company, P.C.
Industry Accounting
Experience
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

Julia Schieffelin Julia Schieffelin Denver, Colorado Details
Julia Schieffelin's CBIZ Tofias Experience October 2013 - April 2014
Job Executive Assistant at RubinBrown LLP
Industry Accounting
Experience
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

Mark Thurber Mark Thurber Middleboro, Massachusetts Details
Mark Thurber's CBIZ Tofias Experience November 2007 - Present
Job Director at CBIZ Tofias
Industry Accounting
Experience
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

Kerry J. Budnick Kerry J. Budnick Wakefield, Rhode Island Details
Kerry J. Budnick's CBIZ Tofias Experience October 2007 - Present
Job Audit & Accounting Supervisor at CBIZ Tofias
Industry Accounting
Experience
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

Christopher O'Rourke, CPA Christopher O'Rourke, CPA Providence, Rhode Island Area Details
Christopher O'Rourke, CPA's CBIZ Tofias Experience 2008 - 2011
Job Sr Manager, Tax at CVS Health Corporation
Industry Pharmaceuticals
Experience
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

Rebecca Beltz Rebecca Beltz Arlington, Massachusetts Details
Rebecca Beltz's CBIZ Tofias Experience August 2013 - Present
Job Audit Supervisor at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias   August 2013 - Present

Education
The College of Wooster   2002 — 2006
Bachelor of Arts (BA), Sociology

Brandon Dugan, CPA, MSA Brandon Dugan, CPA, MSA Providence, Rhode Island Area Details
Brandon Dugan, CPA, MSA's CBIZ Tofias Experience August 2011 - June 2015
Job Senior Consultant Internal Audit at CVS Health
Industry Accounting
Experience
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

Janet A. Dowling Janet A. Dowling Boston, Massachusetts Details
Janet A. Dowling's CBIZ Tofias Experience December 2009 - Present
Job Executive Assistant at CBIZ Tofias
Industry Accounting
Experience
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

Michelle Zajac Michelle Zajac Boston, Massachusetts Details
Michelle Zajac's CBIZ Tofias Experience January 2014 - Present
Job Tax Senior Associate at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias   January 2014 - Present

Education
Northeastern University   2012 — 2013
Master’s Degree

Alfred University   2008 — 2012
Bachelor’s Degree