EFP Rotenberg, LLP
Industry: Company
DescriptionFounded: 1960 Subsidiaries: Toski, Schaefer & Co., P.C., S. Barrie Godown, Certified Public Accountants
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EFP Rotenberg, LLP Employees
Bonn, Dioguardi & Ray, LLP January 2014 - Present
EFP Rotenberg, LLP 1996 - December 2013
Various firms & sole proprietor November 1976 - 1996
Arthur Andersen & Co. December 1969 - October 1976
Skills
Financial Analysis, Business acquisitions..., NYS sales tax consulting, Tax planning, Tax compliance, Federal & State tax..., Tax Planning, State Tax, Sales Tax, CPA, Tax Compliance, Tax, Income Tax, Corporate Tax, GAAP, Tax Returns, Accounting, Tax Preparation, Financial Reporting
Education
University of Louisville 1965 — 1969
Bachelor's Degree, Accounting
Self-employed 2002 - Present
EFP Rotenberg, LLP 2013 - 2015
United States Air Force 1996 - 2002
Education
Liberty University 2010 — 2013
MS, Accounting
Roberts Wesleyan College 1992 — 1996
BS, Music Teacher Education
Roberts Accounting, CPAs, P.C. March 2012 - Present
Insero & Company CPAs, P.C. March 2012 - October 2012
FreedMaxick, CPAs, P.C. November 2011 - March 2012
Insero & Company CPAs, P.C. October 2010 - November 2011
The Bonadio Group June 2010 - August 2010
EFP Rotenberg, LLP February 2010 - April 2010
The College at Brockport 2006 - 2010
University of Rochester 2008 - 2009
University of Rochester 2008 - 2009
Skills
Auditing, Financial Statements, Accounting, Income Tax, QuickBooks, Bookkeeping, Client Development, Management, Corporate Tax, Tax Returns, Account Reconciliation, Finance, Cash Flow, Tax, Financial Reporting, Tax Preparation
Education
State University of New York College at Brockport 2006 — 2010
Bachelor of Science, Accounting
Byron-Bergen
Byron-Bergen
First Niagara Bank April 2014 - Present
EFP Rotenberg, LLP July 2012 - April 2014
AIX Insurance Group - A member of the Hanover Insurance Group December 2011 - July 2012
Stampede Presentation Products, Inc June 2010 - December 2011
Tronconi Segarra & Associates LLP June 2009 - May 2010
M&T Bank June 2008 - May 2009
Skills
Auditing, Sales Tax, Accounts Payable, Financial Accounting, Financial Reporting, Account Reconciliation, Reconciliations, OMB Circular A-133, College Recruiting, Accounts Receivable, Financial Analysis, Forensic Accounting, NetSuite, Microsoft Dynamics, Navision, CCH, Banking Software, PeopleSoft, Creative Solutions..., Not-for-profit, Single Audit, PPC, GovWriter, Caseware, Journal Entries, Internal Audit, Accounting, Internal Controls, Microsoft Excel
Education
State University of New York Institute of Technology at Utica/Rome 2010 — 2012
Masters, Accounting
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelors, Accounting
Flaherty Salmin LLP July 2014 - Present
Harris Corporation April 2014 - July 2014
Ernst & Young February 2013 - October 2013
The Bonadio Group 2009 - 2012
Becker CPA Review 2006 - 2009
Young and Company, CPAS, LLP 2006 - 2008
EFP Rotenberg, LLP 2003 - 2005
Skills
US GAAP, CPA, Tax, Accounting, GAAP
Education
SUNY Brockport 2000 — 2003
Bachelor's degree, Accounting
Cherry Bekaert LLP September 2014 - Present
Freed Maxick CPAs, P.C. September 2013 - August 2014
EFP Rotenberg, LLP January 2011 - September 2013
Binghamton University August 2009 - May 2010
SUNY Geneseo August 2005 - May 2009
Skills
Excel, Word, Accounting, PowerPoint, Microsoft Office, Quickbooks, QuickBooks, Leadership, Financial Reporting
Education
State University of New York at Binghamton 2009 — 2010
Master's, Accounting
State University of New York College at Geneseo 2005 — 2009
Bachelor's, Mathematics
MS Consultants, LLC July 2014 - Present
EFP Rotenberg, LLP December 2013 - February 2014
Hussar Kitchens 2001 - 2013
LECESSE Construction Services 2007 - 2012
DirectBuy, Inc. 2005 - 2006
ESL Federal Credit Union 2004 - 2005
Wegmans Food Markets 1998 - 2003
Skills
Construction, Construction Management, Budgets, Contract Management, Contract Negotiation
Education
St. John Fisher 2012 — 2013
Certificate, Accounting
State University of New York College of Environmental Sciences and Forestry 2006 — 2007
Master of Professional Studies, Construction Management
State University of New York at Buffalo 2000 — 2004
Bachelor of Science (B.S.), Business Administration (Concentration in Finance)
RIT Saunders College February 2012 - May 2015
EFP Rotenberg, LLP January 2014 - April 2014
Manning & Napier Advisors May 2013 - August 2013
EFP Rotenberg, LLP December 2012 - April 2013
Manning & Napier Advisors June 2012 - August 2012
RIT Residence Life June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Financial Analysis, Financial Reporting, Tax Preparation, Financial Accounting, Corporate Finance, Cost Accounting, Stock Trading, CCH ProSystem fx, ProSystem fx Tax, Tax, Access, Accounting, Data Analysis, Teamwork
Education
Rochester Institute of Technology 2014 — 2015
Master of Business Administration (MBA), Accounting, 3.6
Rochester Institute of Technology 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
EFP Rotenberg, LLP July 2011 - Present
Skills
GAAP, General Ledger, US GAAP, Microsoft Excel, CPA, Internal Controls, Financial Accounting, Tax, Tax Preparation, Corporate Tax
Education
State University of New York College at Geneseo 2006 — 2010
Bachelor of Science (BS), Accounting
State University of New York College at Geneseo
Master of Science (MS), Accounting
EFP Rotenberg, LLP May 1998 - Present
Skills
QuickBooks, Accounts Payable, Accounting, Accounts Receivable, Microsoft Word, Bookkeeping, Microsoft Office, Microsoft Excel, Accounting for Small...
Education
Finger Lakes Community College 1993 — 1995
Associate's degree, Business Administration and Management, General
Flaherty Salmin, LLP July 2014 - Present
EFP Rotenberg, LLP October 2012 - April 2014
Giant Eagle May 2008 - September 2012
Skills
Account Reconciliation, General Ledger, Financial Reporting, Auditing, Microsoft Excel, Financial Accounting, Microsoft Word, Fixed Assets, Outlook, US GAAP, Microsoft Office, Spreadsheets, Financial Statements, Teamwork, 10 Key
Education
Pennsylvania State University-Erie Campus 2011 — 2012
Master of Business Administration (MBA)
Clarion University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Accounting, 3.5
Cherry Bekaert LLP May 2015 - Present
EFP Rotenberg, LLP October 2014 - May 2015
EFP Rotenberg, LLP October 2012 - September 2014
Sentry Group January 2011 - May 2011
EnergyMark LLC May 2010 - August 2010
Skills
Audits, Reviews, &..., Financial Reporting, Employee Benefits
Education
State University of New York College at Geneseo 2011 — 2012
Master of Science (M.S.), Accounting, 3.53
State University of New York College at Geneseo 2007 — 2011
Bachelor of Science, Accounting, 3.66
First Niagara Bank July 2014 - Present
EFP Rotenberg, LLP 2011 - 2013
Steven J. Baum, P.C. February 2010 - November 2010
Ingram Micro August 2008 - August 2009
Skills
Accounting, Auditing, Financial Statement..., Financial Statements, Internal Controls, Government Accounting, Not for Profit, Housing Associations, Market Development, Sales, Legal Assistants, Supervisory Skills, Real Estate Development, Fund Accounting, Cash Flow, Payroll, Accounts Payable, Accounts Receivable, Revenue Analysis, Analytical Skills, Microsoft Office, Microsoft Excel, Financial Reporting, Financial Analysis, Financial Accounting, Microsoft Word, General Ledger, GAAP, PowerPoint, QuickBooks, Account Reconciliation, US GAAP, Time Management, Journal Entries
Education
State University of New York at Buffalo 2006 — 2011
Bachelor of Science (BS), Accounting
EFP Rotenberg, LLP October 2011 - Present
EFP Rotenberg, LLP October 2010 - October 2011
Skills
ProSystem fx Tax, Accounting, Corporate Tax, Income Tax, US GAAP, Financial Reporting, Fixed Assets, General Ledger, Auditing, QuickBooks, Tax, Internal Controls, SEC filings, Tax Returns, Account Reconciliation, Financial Statements, Bookkeeping, Accounts Payable, Accounts Receivable, Financial Analysis, Tax Accounting, Financial Accounting, Sales Tax, Journal Entries, Accruals, Revenue Recognition, Peachtree, Bank Reconciliation, Microsoft Excel, CPA, GAAP
Education
SUNY Brockport 2009 — 2010
Master of Science (MS), Accounting
SUNY Brockport 2007 — 2009
Bachelor of Science (B.S.), Accounting
EFP Rotenberg, LLP January 2015 - Present
Skills
Microsoft Office, Leadership, Accounting
Education
Niagara University 2015 — 2016
Master of Business Administration (MBA), Accounting
Niagara University 2012 — 2015
Bachelor of Business Administration (BBA), Accounting
EFP Rotenberg, LLP October 2013 - Present
EFP Rotenberg, LLP January 2012 - September 2013
The College at Brockport State University Of New York August 2008 - December 2011
EFP Rotenberg, LLP June 2011 - August 2011
Skills
Financial Reporting, Tax Preparation, Corporate Tax, Compilation Of..., Financial Statements, Microsoft Word, Customer Service, Outlook, PowerPoint, Research, Microsoft Excel, Bookkeeping, Microsoft Office, Caseview, Caseware, QuickBooks
Education
State University of New York College at Brockport 2007 — 2011
Bachelor of Science (BS), Accounting
EFP Rotenberg, LLP October 2013 - Present
EFP Rotenberg September 2008 - September 2013
EFP Group August 2003 - September 2008
Skills
GAAP
Education
State University of New York College at Geneseo 1999 — 2003
BS, Accounting
EFP Rotenberg, LLP October 2014 - Present
EFP Rotenberg, LLP October 2012 - Present
EFP Rotenberg, LLP October 2010 - October 2012
EFP Rotenberg, LLP June 2008 - October 2010
George Eastman House May 2003 - May 2006
Skills
Accounting, Income Tax, Financial Reporting, Non-profits, Bookkeeping, Tax Preparation, QuickBooks, Internal Audit, Wineries, Vineyard, US GAAP, Tax, GAAP, Fixed Assets, Outlook, Partnership Taxation, Accounts Payable, Payroll, ProSystem fx Tax, SEC filings, Auditing, Account Reconciliation, Finance, Press Releases, Customer Service, Nonprofits, CPA, Sarbanes-Oxley Act, Internal Controls, Accounts Receivable, Tax Accounting, Corporate Tax, Tax Returns
Education
SUNY Brockport 2006 — 2008
B.S., Accounting
Baldwin-Wallace College 1998 — 2002
B.A., Music Management
EFP Rotenberg, LLP January 2013 - Present
TOSKI & CO., CPA'S January 2003 - Present
Lumsden & McCormick, LLP April 1987 - December 2002
Skills
Financial Reporting, Auditing, Audit, Internal Controls, Accounting, Non-profits, Internal Audit, Financial Statements, Tax, Management Consulting, Strategic Planning, Corporate Tax, GAAP, Income Tax, US GAAP, Nonprofits
Education
University at Buffalo 1975 — 1980
Bachelors, Accounting
Mengel, Metzger, Barr & Co. LLP December 2012 - Present
EFP Rotenberg, LLP November 2007 - December 2012
Skills
Financial Reporting, GAAP, Auditing, Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Accounting, Financial Statements, US GAAP, Tax, Tax Preparation, QuickBooks, Internal Controls, Income Tax, General Ledger, Fixed Assets, CPA, Corporate Tax
Education
Lycoming College 2003 — 2007
Accounting & Finance
Teach For China July 2013 - July 2015
IRS VITA Program December 2012 - June 2013
Pegasus Legal Funding, LLC December 2012 - May 2013
Freyman & Freyman December 2012 - March 2013
Queens Botanical Garden December 2012 - January 2013
Office of the Attorney General November 2011 - September 2012
EFP Rotenberg, LLP November 2011 - February 2012
Agricultural Bank of China July 2009 - August 2009
Purdue University September 2008 - May 2009
Skills
QuickBooks, Auditing, Tax Reporting, Excel, Minitab, Financial Reporting, Word, Access, Solver, Mac OS X, Microsoft Excel, Fund Accounting, Microsoft Word
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master of Science, Accountancy
Purdue University 2008 — 2011
Bachelor, Accounting, 3.68
Provvidenza & Wright CPA's, LLC September 2015 - Present
TYS, LLP November 2014 - September 2015
EFP Rotenberg, LLP August 2011 - October 2014
PricewaterhouseCoopers November 2008 - July 2011
Skills
SEC filings, CPA
Education
SUNY Brockport
Bachelor's degree, Accounting
EFP Rotenberg, LLP January 2011 - Present
Skills
Inpatriate Taxation, Expatriate Tax, Foreign earned income..., foreign tax credit, Global tax planning, Hypothetical tax..., Totalization agreements, Certificates of coverage, ITIN applications, Auditing, Tax, Corporate Tax, Tax Preparation, Accounting, Financial Reporting, GAAP
Education
SUNY Geneseo 2010 — 2011
Master of Science (M.S.), Accounting
BDO USA, LLP June 2015 - Present
SUNY Geneseo August 2013 - March 2015
BDO USA, LLP June 2014 - August 2014
EFP Rotenberg, LLP January 2014 - March 2014
Sauvigne & Co., LLP May 2012 - August 2013
The H.W. Wilson Company June 2008 - August 2008
The H.W. Wilson Company June 2007 - August 2007
Skills
Microsoft Office, QuickBooks, Minitab, Caseware, Caseview, Auditing, Management Accounting, Social Media, Internal Controls, Financial Reporting, Microsoft Excel, Teamwork, Financial Accounting, Finance, PowerPoint, Microsoft Word, Access, Accounting
Education
SUNY Geneseo 2011 — 2015
Bachelor of Science (BS), Accounting
Monro Muffler Brake July 2007 - Present
EFP Rotenberg, LLP January 1993 - July 2007
Skills
Internal Audit, Accounting, Financial Reporting, CPA, Financial Analysis, Internal Controls, Auditing, Sarbanes-Oxley, General Ledger, Sarbanes-Oxley Act, Financial Accounting, SEC filings, US GAAP, Tax, Tax Preparation, Assurance, Fixed Assets, Revenue Recognition, Variance Analysis, Forecasting, GAAP, SEC Filings
Education
Rochester Institute of Technology
Master of Business Administration (M.B.A.), Accounting
State University of New York College at Geneseo
Bachelor of Arts (B.A.), Dual Degree - Math and Economics
Thaney & Associates, CPAs, P.C. October 2012 - Present
EFP Rotenberg, LLP December 2009 - October 2012
Ernst & Young January 2008 - November 2009
Ernst & Young October 2006 - December 2007
Eastman Kodak February 2006 - October 2006
Sodexho June 2000 - February 2006
Skills
Income Tax, SOX, Internal Controls, Tax Credits, Sales Tax, Internal Audit, Partnership Taxation, QuickBooks, Sarbanes-Oxley, Sarbanes-Oxley Act, State Tax, Tax, Tax Accounting, Tax Law, Tax Preparation, Tax Returns, Fixed Assets, Financial Statements, Financial Reporting, Corporate Tax, Account Reconciliation, Accounting, Analysis, Assurance, Auditing, CPA, Financial Accounting, GAAP, General Ledger, Tax Research
Education
University at Buffalo 1996 — 2000
Delaware North Companies October 2014 - Present
World Financial Group (WFG) September 2014 - Present
Waddell & Reed June 2014 - July 2014
Citibank (Banamex USA) March 2014 - June 2014
Bank of America August 2012 - January 2014
EFP Rotenberg, LLP January 2005 - April 2012
Delaware North Companies March 1995 - October 2004
PepsiCo March 1994 - March 1995
Skills
Financial Reporting, Tax, Accounts Receivable, QuickBooks, Accounts Payable, Account Reconciliation, Tax Preparation, Fixed Assets, Internal Controls, General Ledger, Tax Returns, Corporate Tax, Payroll, GAAP, Bookkeeping, Financial Accounting, ProSystem fx Tax, Forecasting, Microsoft Excel, Financial Statements, Financial Analysis, Due Diligence, Income Tax
Education
University of Phoenix 2009 — 2011
Bachelor's, Finance
OLEDWorks September 2014 - Present
Heritage Security Products February 2014 - September 2014
EFP Rotenberg, LLP October 2009 - January 2014
Skills
Accounting, Bookkeeping, Account Reconciliation, Compilation Of..., Fixed Asset Depreciation, Depreciation, Small Business Tax, Fixed Assets, General Ledger, QuickBooks, Financial Reporting, Financial Statements
Education
State University of New York College at Geneseo 1992 — 1993
BS, Accounting
Pioneer Companies, a CP Realty Company May 2014 - Present
EFP Rotenberg, LLP October 2001 - May 2014
Pinnacle Realty Management Company August 1998 - April 2001
Pacific Southwest Realty Services September 1996 - August 1998
Rotenberg & Company, LLP October 1991 - August 1996
Pacific Southwest Realty Services October 1985 - July 1988
Midland Appraisal Associates, Inc. January 1985 - September 1985
Skills
Onboarding, Organizational..., Microsoft Office, Recruiting, Payroll, Performance Management, Human Resources, Microsoft Word, Financial Analysis, Management, Training, Budgets, Accounting, Policy, Property Management, Microsoft Excel, Customer Service, Real Estate
Education
Nazareth College 1988 — 1991
BS, Business Administration
EFP Rotenberg, LLP October 2010 - Present
Simon Graduate School of Business, University of Rochester September 2009 - June 2010
Skills
Financial Reporting, Accounting, Auditing, US GAAP
Education
University of Rochester - Simon Business School 2009 — 2010
State University of New York College at Geneseo 2005 — 2009
B.S., Accounting
DHW CPA, PLLC July 2013 - Present
EFP Rotenberg, LLP October 1999 - May 2013
Skills
Public Sector Accounting, Sarbanes-Oxley Act, Assurance, CPA, Bookkeeping, Financial Statements, Tax Returns, Sarbanes-Oxley, Partnership Taxation, Business Valuation
Education
SUNY Brockport
Bachelor's degree, Accounting
Monroe Community College
Associate's degree, Business Administration and Management, General
Veritiv July 2014 - Present
xpedx September 2012 - Present
EFP Rotenberg, LLP October 2010 - September 2012
The Cabot Group July 2010 - September 2010
EFP Rotenberg, LLP July 2009 - April 2010
Skills
Income Tax, Bookkeeping, Fixed Assets, Caseview, Sage, QuickBooks, Accounting, Financial Reporting, Tax, GAAP, Account Reconciliation, Auditing, ProSystem fx Tax, Internal Controls, Payroll, Accounts Payable, Accounts Receivable, General Ledger, Tax Preparation, Corporate Tax, Financial Statements, CPA
Education
Rochester Institute of Technology 2008 — 2010
BSBA, Accounting
Finger Lakes Community College 2006 — 2008
Associate of Arts and Sciences (AAS), Accounting
EFP Rotenberg, LLP May 2015 - Present
EFP Rotenberg, LLP January 2015 - April 2015
Von Maur April 2014 - December 2014
Rochester Institute of Technology December 2012 - December 2014
Once Upon A Child October 2013 - April 2014
Once Upon A Child February 2013 - October 2013
QCI Asset Management June 2013 - August 2013
Once Upon A Child August 2011 - February 2013
Target November 2008 - August 2011
Skills
Time Management, Teamwork, Customer Service, Sales, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Inventory Management, Cashiering, Retail, Data Entry, Outlook, Access, Inventory Control, Leadership, Customer Satisfaction, Apparel, Personal Income Tax..., Tax Preparation, Corporate Tax, Partnership Tax Returns, QuickBooks, Tax, Accounting
Education
Rochester Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), Accounting, 3.55/4.0
EFP Rotenberg, LLP September 2014 - Present
Skills
Employee Relations, Benefits Administration, Payroll, Recruiting, Personnel Management, Outlook, Employee Benefits, Microsoft Excel, Microsoft Word, Talent Management, Salesforce.com, Onboarding, Human Resources, HRIS, New Hire Orientations, Compliance, Project Management, Project Planning, Employee Training, Employee Wellness, Employee Surveys, Employee Engagement, Internet Recruiting, Benefits Negotiation, FMLA, Temporary Placement, Employee Handbooks, Talent Acquisition, Applicant Tracking...
Education
Roberts Wesleyan College 2014 — 2015
Master of Science (MS), Strategic Leadership
St. John Fisher College 2007 — 2009
BA, Communications/Journalism
Monroe Community College 2005 — 2007
General Studies
ProNexus, LLC May 2014 - Present
RIT Inn & Conference Center September 2013 - February 2014
EFP Rotenberg, LLP October 2011 - July 2013
EFP Rotenberg, LLP March 2005 - July 2013
EFP Rotenberg, LLP March 2005 - October 2011
Skills
GAAP, Auditing, Financial Reporting, Tax Preparation, Income Tax, QuickBooks, Accounting, Tax, US GAAP, Corporate Tax, Internal Controls, Bookkeeping, CPA, Tax Returns, SEC filings, Fixed Assets, Financial Statements, Sarbanes-Oxley Act, Sarbanes-Oxley, General Ledger, Account Reconciliation, ProSystem fx Tax, Accounts Payable, Internal Audit
Education
Rochester Institute of Technology 1985 — 1988
Master of Business Administration (MBA), Accounting
State University of New York College at Brockport 1983 — 1985
Master of Arts (MA), English Language and Literature/Letters
EFP Rotenberg, LLP October 2014 - Present
EFP Rotenberg, LLP 2008 - Present
United States Marine Corps July 1995 - July 2003
Skills
Accounting, Financial Reporting, GAAP, Auditing, Internal Controls, Tax Preparation, US GAAP, QuickBooks, External Audit, Budgets, Financial Accounting, Financial Analysis, SEC filings, Tax, Assurance
Education
State University of New York College at Geneseo 2007 — 2008
Masters, Accounting
State University of New York College at Geneseo 2005 — 2006
BS, Accounting, Summa Cum-Laude
Nazareth College December 2014 - Present
GateHouse Media August 2013 - December 2014
EFP Rotenberg, LLP September 2009 - August 2013
EFP Group 2004 - 2009
Skills
Accounting, Financial Statements, Accounts Payable, Auditing, QuickBooks, Financial Reporting, Corporate Tax, Variance Analysis, Strategic Financial..., GAAP, Internal Controls, Income Tax, Financial Accounting, Due Diligence, General Ledger, Microsoft Excel, Tax, Internal Audit, Tax Returns, SEC filings, Budgets, Cash Flow, Tax Preparation, Revenue Recognition, Tax Accounting, Forecasting, Sarbanes-Oxley Act, Corporate Finance, CPA, Fixed Assets, US GAAP, Financial Analysis, Public Sector Accounting, Consolidation, External Audit, Finance, SEC, Sarbanes-Oxley, Financial Audits, Public Companies, Account Reconciliation, Bookkeeping, Assurance, Accounts Receivable, Forensic Accounting, ProSystem fx Tax
Education
State University of New York College at Geneseo 1999 — 2003
BS
Genesee Community College 1997 — 1999
Associates Degree
EFP Rotenberg, LLP October 2014 - Present
Skills
Corporate Tax, Tax, Accounting, GAAP, Income Tax, US GAAP, Financial Reporting, Internal Controls, Tax Preparation, SEC filings, CPA, QuickBooks, Tax Returns, Assurance, Bookkeeping, Sarbanes-Oxley Act, General Ledger, Financial Analysis, Financial Accounting, Partnership Taxation
Education
State University of New York College at Brockport 2001 — 2005
Bachelor of Science, Accounting
Denison Pharmaceuticals July 2014 - Present
Technetics Group, (a division of EnPro Industries, Inc.) July 2011 - April 2013
Plastomer Technologies (div. of EnPro Industries) July 2010 - July 2011
EnPro Industries Inc. April 2009 - July 2010
Garlock Sealing Technologies (a div. of EnPro Industries) February 2006 - April 2009
Garrison Litigation (a division of EnPro Industries Inc.) December 2003 - February 2006
Oken Distributing December 2000 - December 2003
EFP Group October 1997 - December 2000
EFP Rotenberg, LLP October 1995 - October 1997
KPMG October 1994 - October 1995
Skills
Accounting, Mergers, Business Valuation, Financial Reporting, Budgeting, Cash Flow, Consolidation, Process Improvement, Financial Analysis, Forecasting, Due Diligence, Strategic Planning, Business Analysis, SOX, Mergers & Acquisitions, Business Process..., Integration, Budgets, Sarbanes-Oxley Act, Accounts Payable, General Ledger, Internal Controls, Oracle, Hyperion HFM, QuickBooks, ERP, Auditing, Cross-functional Team..., Hyperion Enterprise, Finance, Cost Accounting, Accounts Receivable, Management, Sarbanes-Oxley, Strategy, Leadership, CPA, Managerial Finance, Financial Accounting, US GAAP, Manufacturing, Variance Analysis, Acquisition Integration, Internal Audit, Cash Management, Fixed Assets, Account Reconciliation, Year-end Close, Treasury Management, Corporate Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance and Accounting
University of Rochester
BA, French
(Local business(es)) December 2009 - Present
Russell P. LeFrois Builders, LLC April 2011 - January 2012
EFP Rotenberg, LLP February 2011 - April 2011
Law Office of Jonathan D. Pincus August 2010 - November 2010
Sutherland Global Services December 2008 - August 2010
Skills
Consulting, American Sign Language, Workshop Facilitation, Management, Coaching, Public Speaking, Training, Customer Service, Employee Relations, Human Resources, Employee Training, Recruiting, Time Management, Data Entry, Teamwork, Accounts Payable
Education
Monroe Community College 2005 — 2007
Education
Monro Muffler Brake October 2013 - Present
Compass House January 2012 - December 2013
Robert Half Management Resources January 2013 - October 2013
Robert Half Management Resources June 2012 - January 2013
EFP Rotenberg, LLP January 2010 - April 2012
TCF Bank September 2005 - May 2009
TCF Bank October 2004 - September 2005
TCF Bank May 2003 - October 2004
Skills
Accounting, Auditing, Financial Analysis, Financial Reporting, Credit, Internal Audit, General Ledger, Loans, Process Improvement, Internal Controls, Microsoft Excel, Financial Accounting, GAAP, US GAAP
Education
Eastern Michigan University 2008 — 2009
MS, Accounting
University of Michigan 1999 — 2003
BA, Political Science
Canisius High School
St. John Fisher College January 2013 - Present
StoneBridge Business Partners 1990 - Present
EFP Rotenberg, LLP 1990 - Present
Skills
Fraud & Forensic..., Supply Chain Auditing, Franchise Compliance..., Due Diligence, Published Author
Education
Saint Bonaventure University 1986 — 1990
BS, Accounting, minor in History
Brockport High
State University of New York at Buffalo
Van Ernst Refrigeration, Inc. June 2015 - Present
The Association for Financial Professionals of Western New York (AFPWNY) 1989 - Present
Robinson & Gordon CPAs P.C. January 2015 - June 2015
LPWolch, CPA's, P.C. December 2011 - January 2015
Davie Kaplan, CPA, P.C. 2011 - 2011
EFP Rotenberg, LLP 2009 - 2010
Harry I. Sealfon, CPA, P.C. 2007 - 2009
PAETEC Communications, Inc., (now known as Windstream Communications), Fairport, New York 2001 - 2006
Merrill Lynch, Rochester, New York 1999 - 2001
Wegmans Food Markets, Inc., Rochester, New York 1988 - 1999
Skills
Accounting, Training, Project Management, Auditing, QuickBooks, Banking, Mergers & Acquisitions, Strategy, Human Resources, Insurance, Payments, Negotiation, Cash Management, Finance, Financial Reporting, Program Management, Process Improvement, Continuous Improvement, Sarbanes-Oxley Act, Management, Treasury, Tax, Financial Analysis, Financial Services, Investments
Education
Rochester Institute of Technology
MBA, Business, Finance (major)
JC Jones & Associates January 2015 - Present
Pennsylvania General Energy February 2014 - December 2014
Technical ProSource 2011 - 2013
TKE Engineering & Design August 2007 - May 2011
EFP Rotenberg, LLP October 2005 - June 2007
Skills
Energy Policy, Strategic Leadership, Oil/Gas, Team Leadership, Renewable Energy, Project Management, Technical Leadership, Business Process, Management, Finance, Forecasting
Education
Alfred University 2002 — 2005
BS, Accounting
EFP Rotenberg, LLP May 2015 - Present
EFPR Solutions LLC November 2014 - May 2015
Nazareth College September 2012 - May 2015
Pinkham Family January 2012 - January 2015
Skills
PowerPoint, Microsoft Excel, Teamwork, Data Entry, Microsoft Office, Management, Customer Service, Team Leadership, Time Management, Social Networking, Sales, Communication Skills, Microsoft Word, Leadership, Social Media, Research, Team Building, Written Communication, Applicant Tracking...
Education
Nazareth College of Rochester 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Livonia Central School
Manning & Napier Associates, LLC, IP.com and TextWise, LLC May 2012 - Present
First Allied Corporation August 2010 - May 2012
EFP Rotenberg, LLP June 2008 - September 2010
Skills
Accounting, Accounts Payable, Financial Analysis, Financial Reporting, Auditing, QuickBooks, Finance, GAAP, US GAAP
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
MBA, Business Administration and Management, General
Nazareth College 2004 — 2008
B.S, Accounting
Certified Public Accountant in New York State
EFP Rotenberg, LLP November 2013 - Present
Constellation Brands May 2013 - November 2013
Accu-Books March 2011 - October 2013
Ortho Clinical Diagnostics March 2012 - January 2013
Ortho Clinical Diagnostics February 2009 - March 2012
Terri B. Starowitz, CPA January 2010 - March 2010
Skills
Quickbooks, Microsoft Office, Client Relationship..., Accounts Payable, Account Reconciliation, Accounts Receivable, Reconciliation, Invoicing, Financial Reporting, Accounting, QuickBooks, Sarbanes-Oxley Act, Auditing, Bookkeeping, Forecasting, Payroll, Internal Controls
Education
SUNY Brockport 2012 — 2013
Master of Science (MS), Forensic Accounting, 1st Year Graduate Student
SUNY Brockport 2007 — 2011
Bachelor of Science (BS), Accounting
BDO USA, LLP August 2012 - Present
EFP Rotenberg, LLP August 2010 - August 2012
YWCA of Rochester and Monroe County May 2009 - July 2009
Citic-Prudential Life Insurance Company Limited March 2007 - July 2008
KPMG June 2005 - April 2006
KPMG July 2002 - June 2005
Skills
SEC filings, Auditing, Accounting, Process Improvement, US GAAP, Financial Reporting, General Ledger, External Audit, Sarbanes-Oxley Act, Forecasting, Financial Analysis, Finance, Assurance, Financial Statements, GAAP
Education
University of Rochester - Simon Business School 2009 — 2010
MBA, Finance & Accounting
University of Rochester - Simon Business School 2008 — 2009
MS, Accountancy
EFP Rotenberg, LLP July 2015 - Present
US Navy Reserve December 2004 - Present
Sciarabba Walker & Co., LLP - Certified Public Accountants December 2013 - May 2015
Mengel, Metzger, Barr & Co. LLP February 2013 - April 2013
HSBC Bank, USA November 2010 - May 2011
MetLife December 2007 - July 2010
M&T Bank September 2005 - September 2007
Skills
Investments, Financial Services
Education
Ithaca College 2011 — 2013
Master, Business Administration
Elmira College 2006 — 2010
Bachelors Science, Accounting
GateHouse Media June 2014 - Present
Durham Commercial Capital February 2014 - June 2014
GateHouse Media November 2013 - February 2014
EFP Rotenberg, LLP January 2012 - October 2013
EFP Rotenberg, LLP December 2009 - January 2012
The Bonadio Group February 2008 - December 2009
KPMG Audit December 2004 - February 2008
KPMG LLP June 2004 - August 2004
Skills
Auditing, Internal Controls, Accounting, Financial Reporting, Risk Management, Valuation, Sarbanes-Oxley, Tax, Mergers & Acquisitions, Assurance, Mergers, Research, Consulting, Proposal Writing, Income Tax, Negotiation, Networking, Forecasting, Finance
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2004
Bachelor of Science, Accounting & Finance
EFP Rotenberg, LLP January 2015 - Present
EFP Rotenberg October 2009 - Present
EFP Group October 2008 - October 2009
EFP Group August 1998 - September 2008
Skills
Auditing, Non-profits, Recruiting, Tax, Financial Reporting, Accounting, Corporate Tax, Income Tax, Tax Preparation, GAAP, Microsoft Excel, Microsoft Word, Strategic Planning, QuickBooks, Bookkeeping
Education
State University of New York College at Brockport 1994 — 1998
BS, Accounting
RailComm December 2014 - Present
CFO Consulting April 2014 - November 2014
Axzo Press LLC June 2007 - March 2014
EFP Rotenberg, LLP January 2000 - September 2007
Concentrix 1997 - 1999
Matrics Corp. 1995 - 1997
Matrics Corp. 1991 - 1995
Skills
Financial Reporting, Accounting, QuickBooks, Great Plains Software, GAAP, Forecasting, US GAAP, Accounts Receivable, Auditing, Internal Controls, General Ledger, Managerial Finance, Revenue Recognition, Financial Statements, Management, Leadership, Finance, Executive Management, Financial Analysis, Strategic Planning, Process Improvement, Budgets, Consulting, Cash Management, Financial Accounting, Payroll, Tax, Team Leadership
Education
State University of New York College at Brockport 1987 — 1989
BS, Accounting
Freed Maxick CPAs, P.C. August 2015 - Present
EFP Rotenberg, LLP October 2010 - August 2015
Wegmans Food Markets June 2002 - October 2010
Le Moyne College January 2009 - May 2010
ParenteBeard LLC June 2008 - August 2008
Hollister Co. October 2007 - May 2008
Abercrombie & Fitch May 2005 - April 2008
Skills
Auditing, GAAP, Financial Reporting, US GAAP, SEC filings, General Ledger, QuickBooks, Tax Preparation, Public Sector Accounting, Financial Accounting, Audits of Employee..., PCAOB standards, Single Audit, Compliance Testing, Derivatives, Helping Clients Succeed, Client Education, Accruals, Financial Analysis, Financial Statements, Non-profits, Revenue Recognition, Journal Entries, Caseview, Assurance, Account Reconciliation, ProSystem fx Tax, Convertible Securities, Warrants, Inventory Control, Inventory Analysis, Physical Inventory
Education
Le Moyne College 2009 — 2010
Master of Business Administration (M.B.A.), Accounting
Le Moyne College 2005 — 2009
Bachelor of Science (B.S.), Accounting
Thaney & Associates, CPAs, P.C. August 2015 - Present
J. Kozel & Son, Inc. dba Kozel Steel October 2013 - August 2015
Viele, Solimano and Swagler, CPA PC December 2009 - October 2013
Salvatore's Pizzeria July 2004 - May 2010
EFP Rotenberg, LLP 2008 - 2008
Skills
QuickBooks, Tax Preparation, Accounting, Auditing, Tax, Bookkeeping, CPA, Income Tax, Corporate Tax, Microsoft Office, Fixed Assets, Bank Reconciliation, GAAP, Accounts Receivable, Payroll, Financial Statements, Account Reconciliation
Education
Nazareth College of Rochester 2005 — 2009
BS, Accounting
Irondequoit High School 2001 — 2005
EFP Rotenberg, LLP October 2012 - Present
Skills
Income Tax, Financial Reporting, Tax Preparation, Microsoft Word, Tax, Financial Analysis, Accounting
Education
St. Bonaventure University 2008 — 2012
MBA 5 Year, Accounting
Saint Bonaventure University 2007 — 2012
Saint Bonaventure University 2007 — 2012
Related Companies March 2015 - Present
Related Companies January 2014 - March 2015
Related Companies January 2011 - January 2014
Related Companies June 2006 - January 2011
Lefrak Organization July 2005 - June 2006
EFP Rotenberg, LLP October 2004 - June 2005
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, General Ledger, JD Edwards, Budget Forecasts, Real Estate Transactions, International Accounting, US GAAP, IFRS, Consolidated Financial..., Real Estate Accounting, Cost Accounting, Networking, Real Estate Financing, Consolidation, Foreign Exchange, Financial Statements, Variance Analysis, Cash Flow, Cash Flow Forecasting, PeopleSoft, Budget Process
Education
Alfred University 2000 — 2004
Bachelor of Science in Accounting, Accounting
EFP Rotenberg, LLP August 2015 - Present
Foxmar inc April 2013 - July 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, QuickBooks, Account Reconciliation, Financial Reporting
Education
State University of New York College at Geneseo
Bachelor's degree, Accounting
State University of New York at Buffalo - School of Management
Master of Business Administration (M.B.A.), Professional Program
EFP Rotenberg, LLP September 2005 - Present
EFP Group January 2005 - April 2005
Skills
Accounting, Financial Reporting
Education
Saint John Fisher College 2001 — 2005
Bachelor of Science, Accounting
University of Rochester Medical Center June 2010 - Present
EFP Rotenberg, LLP June 2008 - June 2010
Skills
Accounting, Forecasting, Microsoft Excel, Management, Hospitals, Financial Reporting, Financial Analysis, Finance, Financial Accounting
Education
Saint John Fisher College 2011 — 2013
MBA
State University of New York College at Geneseo 2004 — 2008
B.S., Business Administration
DiMarco Group February 2014 - Present
People Inc March 2013 - February 2014
EFP Rotenberg, LLP April 2011 - November 2012
Rochester General Health System October 2010 - April 2011
Canine Containment Distributing Co. July 2008 - October 2010
Saint John Fisher College Alumni Relations January 2008 - June 2008
Movie Gallery July 2005 - August 2007
Skills
Dreamweaver, InDesign, Microsoft Office, PowerPoint, Nonprofits, Graphic Design, Adobe Creative Suite, Advertising, Social Networking, Photoshop, Excel, Word, Outlook, Customer Service, Writing, Photography, Public Speaking, Customer Relations, Administration, Email Marketing, SEO, Non-profit..., Marketing, Marketing Communications, Social Media Marketing, Event Planning, Public Relations, Microsoft Excel, Editing, Social Media, Newsletters, Facebook, WordPress, Direct Mail, Trade Shows, Marketing Strategy, Press Releases, Internal Communications, Time Management, Event Management
Education
Saint John Fisher College
B.A., English, Communications, Journalism
Finger Lakes Community College
Associate of Arts (AA), English
Our Lady of Mercy High School
Regents
Mary M. Gooley Hemophilia Center September 2013 - Present
EFP Rotenberg, LLP December 2001 - September 2013
Education
State University of New York College at Oswego 2000 — 2001
Master of Business Administration (MBA), Public Accounting
State University of New York College at Oswego 1996 — 2000
Bachelor of Science (BS), Accounting
BDO August 2012 - Present
Tiens March 2012 - August 2012
EFP Rotenberg, LLP September 2010 - September 2011
ABVI-Goodwill, Rochester, NY July 2009 - August 2009
PwC 2006 - 2008
PwC 1998 - 2002
Skills
Tax, Accounting, Corporate Finance, Financial Analysis, Financial Reporting, Valuation, Auditing, Mandarin, Due Diligence, Corporate Tax
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2008 — 2010
Master of Business Administration (M.B.A.), Finance and Strategy
Central University of Finance and Economics
Bachelor's Degree, Accountancy
EuroAmerican Propagators August 2015 - Present
EuroAmerican Propagators November 2014 - August 2015
MultiLing Corporation May 2010 - November 2014
EFP Rotenberg, LLP March 2009 - April 2010
Multi Holding September 2006 - February 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Accounts Payable, Bookkeeping, Accounts Receivable, Payroll, Microsoft Office, Budgets, Financial Statements, Customer Service, Microsoft Word, Account Reconciliation, Microsoft Excel, Outlook, English, Multilingual, Foreign Languages, Financial Accounting, GAAP, Tax Returns, Auditing, Forecasting, QuickBooks, Tax
Education
Brigham Young University
Bachelor of Science (BS), Accounting
Carlisle, McNellie, Rini, Kramer & Ulrich LPA October 2014 - Present
Carlisle, McNellie, Rini, Kramer & Ulrich LPA September 2010 - October 2014
EFP Rotenberg, LLP August 2009 - September 2010
Education
Cleveland State University 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management
Cleveland State University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
EFP Rotenberg, LLP February 2015 - Present
Enterprise Holdings November 2013 - February 2015
Enterprise Holdings April 2012 - November 2013
Liberty Tax Service January 2011 - April 2012
Empire Justice Center January 2010 - April 2010
Skills
Tax Preparation, Bookkeeping, Payroll Processing, Management, Microsoft Word, Microsoft Excel, Quickbooks, Microsoft Powerpoint, Microsoft Access, Fixed Assets, Interviewing, Schedule Reconciliation, Bank Reconciliation, QuickBooks
Education
State University of New York College at Brockport 2014 — 2015
Pursuing M.S. in Forensic Accounting, 3.47
State University of New York College at Brockport 2009 — 2011
Bachelor of Science (B.S.), Accounting, 3.29
Monroe Community College 2007 — 2009
Liberal Arts, Focus in Accounting, 3.15
Forensic Risk Alliance July 2015 - Present
Fidelity Investments, LLC August 2011 - June 2015
BDO USA, LLP August 2007 - July 2011
EFP Rotenberg, LLP October 2004 - August 2007
SUNY Geneseo September 2002 - December 2004
YMCA of Greater Rochester May 2002 - August 2002
Skills
Litigation Support, Forensic Accounting, Certified Fraud Examiner, Fraud, FCPA, Financial Reporting, Expert Witness, Accounting, Auditing, Private Investigations, Forensic Analysis, Sarbanes-Oxley Act, Revenue Recognition, AML, Financial Accounting, Financial Statements, Tax, Internal Audit, QuickBooks, Due Diligence, Litigation Consulting, Microsoft Office, PowerPoint, Accounts Payable, CPA, Risk Management, SEC filings, Investigation, Computer Forensics, Internal Controls, Financial Analysis, Microsoft Excel, Analysis, Management
Education
Boston University 2013 — 2015
Master of Business Administration, MBA
State University of New York College at Geneseo 1999 — 2003
Bachelor of Science, Accounting
EFP Rotenberg, LLP December 2011 - Present
The Bonadio Group January 2009 - December 2011
The Bonadio Group September 1991 - December 2008
Skills
Tax, Income Tax, Tax Returns, Tax Accounting, Tax Preparation, CPA, Accounting, Auditing, Risk Management, Internal Controls, Quality Control, Staff Development, Tax Compliance, Small Business, Training, Procedure Development, Business Process..., High Net Worth..., Team Leadership, Management, Team Building, Managing Workflow, Corporate Tax
Education
Rochester Institute of Technology 1987 — 1991
Bachelor of Science, Accounting
Johnson City High School 1983 — 1987
EFP Rotenberg, LLP January 2015 - August 2015
Vector Marketing May 2014 - August 2014
Alfred State August 2013 - February 2014
Skills
Accounting, Microsoft Excel, PowerPoint, Sales, Time Management, Microsoft Word, Leadership, Teamwork
Education
Alfred University 2011 — 2015
Bachelor of Science (B.S.), Accounting
EY July 2011 - Present
Thomas P. Walpole, CPA January 2009 - April 2011
Seabreeze Amusement Park May 2010 - September 2010
Constellation Brands June 2010 - August 2010
EFP Rotenberg, LLP January 2010 - April 2010
St. John Fisher College September 2009 - December 2009
St. John Fisher College September 2007 - September 2009
Chautauqua Foundation, Inc December 2005 - August 2008
Skills
Accounting, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Research, Lotus Notes, Report Writing, Photoshop, Legal Writing, Year End Accounts, Internal Controls, Account Reconciliation, Auditing, Internal Audit, Financial Reporting, SOC Reports, Technical Assessments, ITGCs, Financial Analysis, Financial Statements, CPA, Finance, SOX, Risk Management, IT Audit, US GAAP, Team Leadership, Personal Financial..., Access, GAAP, Sarbanes-Oxley, Budgets, Tax, Financial Accounting, Sarbanes-Oxley Act, Assurance, External Audit, General Ledger, Tax Preparation, Tax Returns, Tax Accounting, Accounts Payable, Corporate Tax, Income Tax
Education
Saint John Fisher College 2010 — 2011
MBA, Accounting
Saint John Fisher College 2006 — 2010
BS, Accounting
Falconer Central 2002 — 2006
EFP Rotenberg, LLP January 2013 - Present
Brockport Central School January 2008 - January 2013
McCabe Associates Inc 2007 - 2008
Skills
Microsoft Word, Software Installation, Data Analysis, Microsoft Excel, Technical Support, Forecasting, Customer Service, Financial Analysis, Time Management, Microsoft Office, Troubleshooting, HTML, Windows XP, Teaching, Active Directory, Windows 7, Servers, Computer Hardware, System Administration
Education
State University of New York College at Oswego 2004 — 2006
Bachelors, Information Science
Penn State University 2001 — 2004
NA, Electrical Engineering
Weaver December 2014 - Present
EFP Rotenberg, LLP January 2014 - November 2014
Sodexo May 2013 - January 2014
Sodexo March 2012 - May 2013
AMS Servicing, LLC August 2009 - March 2012
Wegmans Food Markets July 2000 - May 2009
Skills
Account Reconciliation, Bank Reconciliation, General Ledger, Financial Reporting, Banking, Customer Service, Financial Analysis, Analysis, Finance, Accounting, Auditing, Microsoft Excel, Financial Statements, Microsoft Office, Management, Budgets, Tax, Internal Controls, Payroll, Microsoft Word
Education
Binghamton University 2003 — 2009
Master of Science in Accounting, Accounting
State University of New York at Binghamton 2003 — 2009
Bachelor of Science/Master of Science, Accounting
EFP Rotenberg, LLP August 2015 - Present
Cadaret Grant June 2014 - August 2014
Testone, Marshall & Discenza, LLP January 2013 - May 2014
Le Moyne College Library August 2011 - December 2013
Skills
Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Problem Solving, Accounting, Tax Accounting, Financial Accounting, Financial Reporting, Tax, Teamwork
Education
Le Moyne College 2014 — 2015
Master of Business Administration (MBA)
Le Moyne College 2010 — 2014
Bachelor's degree, Accounting
PwC September 2015 - Present
PwC June 2014 - August 2014
Belgacom April 2014 - June 2014
EFP Rotenberg, LLP June 2013 - August 2013
Bruegger's Bagels March 2010 - August 2010
Skills
Time Management, Teamwork, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Data Analysis, Microsoft Office, Research, Social Networking, Access, Organization, Accounting
Education
Indiana University Bloomington 2010 — 2015
Bachelor of Science, 3/2 MBA Program, Accounting, Psychology
Maastricht University 2013 — 2013
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Penfield High School 2006 — 2010
High School Diploma
Jennifer Capezzuto CPA October 2011 - Present
Nacca & Capizzi, LLP September 2006 - October 2011
EFP Rotenberg, LLP September 2005 - September 2006
Xerox June 2004 - June 2005
Eber Brothers Corp. February 2000 - June 2004
Skills
Quickbooks ProAdvisor, Individual Tax Planning..., Small Business Tax..., Trust & Estate Tax..., Financial Reporting, Payroll, Sales Tax, Money Manager, Fiduciary Services, Wave Accounting..., Freshbooks Beancounter, Accounting, Auditing, QuickBooks, Financial Analysis
Education
Rochester Institute of Technology 2003 — 2005
Master of Business Administration (MBA), Accounting and Business/Management
Rochester Institute of Technology 1995 — 1999
Bachelor of Science (B.S.), Accounting and Business/Management
Freed Maxick CPAs, P.C. October 2011 - Present
Bausch & Lomb December 2008 - October 2011
EFP Rotenberg, LLP October 2003 - December 2008
Skills
US GAAP, Accounting, Microsoft Excel, Internal Controls, Financial Reporting, SEC filings, Soccer, Fishing, Mergers & Acquisitions, Auditing, GAAP, Internal Audit, CPA, Sarbanes-Oxley Act, Assurance, Financial Analysis, Financial Accounting, SEC Filings
Education
State University of New York College at Geneseo 1998 — 2003
BS, Accounting
Manning & Napier October 2014 - Present
EFP Rotenberg, LLP September 2008 - October 2014
Rizzo DiGiacco & Hern, CPA September 2007 - August 2008
Wegmans August 2003 - May 2008
Skills
Accounting, GAAP, Auditing, QuickBooks, Financial Analysis, CPA
Education
Nazareth College 2004 — 2008
Accounting
Nixon Peabody LLP September 2015 - Present
EFP Rotenberg, LLP October 2013 - August 2015
EFP Rotenberg, LLP August 2011 - September 2013
The Raytec Group, Inc May 2010 - November 2010
EFP Group January 2010 - April 2010
Harris Interactive November 2008 - November 2009
Skills
Microsoft Excel, Microsoft Word, Micosoft Powerpoint, Sage, Prosystems, Caseware, Caseview, Accounts Payable, ProSystem fx Tax, Tax, Financial Accounting, Tax Preparation, Financial Statements, Financial Reporting, QuickBooks, Invoicing
Education
St. John Fisher College 2010 — 2011
MBA, Accounting
St. John Fisher College 2006 — 2010
BS, Accounting and Finance
Max and Marian Farash Charitable Foundation August 2015 - Present
The Dolomite Group November 2011 - July 2015
EFP Rotenberg, LLP October 2008 - November 2011
EFP Group September 2005 - September 2008
Skills
GAAP, Financial Reporting, Auditing, Accounting, Payroll, Financial Analysis, Microsoft Excel, Fixed Assets, Microsoft Word, General Ledger, Forecasting, Internal Controls, US GAAP, Budgets
Education
SUNY Geneseo 2001 — 2005
BS, Accounting
Wegmans Food Markets June 2015 - Present
Wegmans Food Markets May 2013 - May 2015
Wegmans Food Markets September 2012 - May 2013
PwC July 2012 - September 2012
PricewaterhouseCoopers September 2009 - June 2012
EFP Rotenberg, LLP January 2008 - August 2009
Skills
US GAAP, GAAP, Internal Controls, SEC filings, Auditing, CPA, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, General Ledger, Sarbanes-Oxley, Financial Statements
Education
State University of New York College at Geneseo 2008 — 2009
MS, Accounting
State University of New York College at Geneseo 2004 — 2008
BS, Accounting
EFP Rotenberg, LLP February 2015 - April 2015
U.S. Sweepstakes & Fulfillment Co. April 2011 - February 2014
Finger Lakes Addiction Counseling & Referral Agency November 2009 - May 2011
Catholic Family Center June 2010 - October 2010
Ronald McDonald House at Stanford August 2008 - November 2009
Abundant Life Christian Fellowship June 2007 - August 2008
Project WeHope August 2006 - June 2007
Bayshore Christian Ministries June 2001 - August 2006
Skills
Program Management, Event Management, Customer Service, Volunteer Management, Community Outreach, Non-profits, Nonprofits, Microsoft Excel, Project Management, Administration, Time Management, PowerPoint, Facebook, Social Services, Client Services, Board Relations, Onboarding, Staff Coordination, Writing, Microsoft Word, Customer Focus, Hospitality, Human Resources, Written Communication, Executive...
Education
Roberts Wesleyan College 2014 — 2015
Master’s Degree, MS in Strategic Leadership
Hope College 1997 — 2001
BA, Music
LeChase Construction April 2012 - Present
EFP Rotenberg, LLP January 2009 - March 2012
Trident Precision Manufacturing, Inc. September 2003 - January 2009
Wegmans Food Markets August 2001 - December 2008
Scruples Lifestyle Center, LLC March 2003 - January 2007
Skills
Financial Reporting, Auditing, GAAP, Accounts Receivable, Accounts Payable, Accounting, QuickBooks, Tax Preparation, Payroll, Invoicing, Financial Statements, Account Reconciliation, Fixed Assets, General Ledger
Education
St. John Fisher College 2007 — 2008
Bachelors, Accounting
Monroe Community College 2004 — 2006
Associates, Accounting
Genesee County New York February 2014 - Present
Genesee County New York April 2004 - January 2014
Genesee County New York 2010 - 2013
Conifer Realty, LLC February 2002 - April 2004
EFP Rotenberg, LLP August 1999 - February 2002
Skills
Financial Reporting, Accounting, Strategic Planning, Financial Analysis, Auditing, Budget Process, Cash Flow Forecasting, Budgets, Policy, Management, Accounts Payable, Accounts Receivable, Finance, Payroll, Financial Statements, Cost Accounting, Cash Flow, Cash Management, General Ledger, Managerial Finance, Internal Controls, Account Reconciliation, Financial Accounting, GAAP, Tax, Tax Preparation
Education
State University of New York College at Buffalo 2015 — 2017
Master of Public Administration (MPA)
State University of New York College at Brockport 1995 — 1999
Bachelor of Science (B.S.), Accounting, Major 3.77, Overall 3.51
EFP Rotenberg, LLP ManagerEFP Rotenberg, LLPOctober 2011 - Present
Lakeside Health System April 2009 - October 2011
EFP Rotenberg, LLP 2003 - 2009
Skills
Accounting, Healthcare, Auditing, US GAAP, Financial Reporting, GAAP, Leadership, SEC filings, Internal Controls, General Ledger, CPA, Tax Preparation, Sarbanes-Oxley, Sarbanes-Oxley Act, Income Tax, Financial Statements, Tax, Corporate Tax
Education
State University of New York College at Geneseo 1999 — 2003
Bachelor of Science (B.S.), Accounting
EFP Rotenberg LLP October 2006 - Present
Skills
Auditing, Financial Reporting, Accounting, Bookkeeping, Financial Statements, CPA, Financial Accounting, Due Diligence, US GAAP, Corporate Tax
Education
State University of New York College at Geneseo 2003 — 2006
B.S., Accounting
Mercyhurst University 2001 — 2003
Liberal Arts/Art Therapy
Pittsford Sutherland High School
Pittsford Sutherland High School
Pittsford Sutherland High School
Freed Maxick CPAs, P.C. July 2011 - Present
EFP Rotenberg, LLP October 1999 - July 2011
Cherry, Bekaert & Holland 2002 - 2003
Skills
GAAP
Education
State University of New York College at Geneseo 1995 — 1999
Spencerport High School
EFP Rotenberg, LLP October 1984 - Present
Rotenberg Healthcare Consulting, LLC 1984 - Present
Skills
Accounting, Financial Reporting, Tax, QuickBooks
Education
State University of New York at Buffalo - School of Management 1978 — 1982
Unither Pharmaceuticals December 2013 - Present
Bausch + Lomb September 2011 - December 2013
Bausch + Lomb November 2010 - September 2011
Bausch & Lomb December 2008 - December 2010
Bausch & Lomb April 2007 - December 2008
EFP Rotenberg, LLP December 2002 - April 2007
Skills
Accounting, Internal Audit, Sarbanes-Oxley Act, US GAAP, Sarbanes-Oxley, Internal Controls, Financial Reporting, Auditing, GAAP, General Ledger, SEC filings, Variance Analysis, Hyperion Enterprise, Revenue Recognition, Fixed Assets, CPA, Financial Statements, Cost Accounting, Consolidation, Financial Accounting, Accruals, Account Reconciliation, PeopleSoft, External Audit, Forecasting, Financial Analysis, Accounts Payable
Education
State University of New York College at Geneseo 1998 — 2002
Bachelor of Science, Accounting
Corning Incorporated October 2013 - Present
Bausch + Lomb February 2012 - August 2013
Bausch + Lomb December 2007 - February 2012
Bausch & Lomb October 2006 - December 2007
EFP Rotenberg, LLP January 2001 - October 2006
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, General Ledger, Financial Reporting, Accounting, US GAAP, Sarbanes-Oxley, Tax, Hyperion Enterprise, Analysis, Account Reconciliation, Financial Statements, Internal Audit, Revenue Recognition, GAAP, Fixed Assets, Financial Analysis, Accounts Payable, Accounts Receivable, Process Improvement, CPA, Corporate Tax, Finance, Variance Analysis
Education
State University of New York College at Oswego 1996 — 2000
Bachelor of Science (B.S.), Accounting and Economics
Hufsmith & Associates, CPA's, PC October 2000 - Present
EFP Rotenberg, LLP January 1999 - September 2000
Morga, Jones & Hufsmith, CPAs August 1994 - January 1999
Skills
Estate Planning, Estate Tax Planning, Income Tax, Retirement Planning, Mergers, Public Speaking, Business Planning, Strategic Financial..., Trusts, Real Estate, Corporate Finance, CPA, Due Diligence, Cash Flow, Financial Analysis, Small Business, Tax, Financial Reporting, Accounting, Internal Controls
Education
Saint John Fisher College 1979 — 1981
Accounting
Five Star Bank March 2011 - Present
EFP Rotenberg, LLP January 2008 - March 2011
Key Bank March 2006 - January 2008
Skills
Financial Modeling, Auditing, Mergers & Acquisitions, Business Valuation, Variance Analysis, Tax Returns, Forensic Accounting, DCF, Financial Reporting, Accounting, Financial Risk, Financial Analysis, Strategic Planning, Internal Controls, Finance, Internal Audit, Analysis, Credit, Portfolio Management, Process Improvement, Corporate Finance, Loans, US GAAP, Management, GAAP, CPA, QuickBooks, Corporate Tax, Tax, Sarbanes-Oxley Act
Education
Niagara University 1996 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
EFP Rotenberg, LLP January 2011 - Present
Skills
Accounting, Tax
Education
Rochester Institute of Technology 1991 — 1998
EFP Rotenberg LLP 2009 - Present
EFP Rotenberg, LLP 1979 - Present
EFP Group 1979 - 2009
Skills
Audit, Auditing, Accounting, Financial Reporting, Income Tax, Corporate Tax, Tax, Mergers, Financial Planning
Education
Ithaca College
Bachelor of Science (BS), Accounting
Thaney & Associates, CPAs, P.C. August 2015 - Present
Harris RF Communications August 2014 - August 2015
Insero & Company CPAs, P.C. December 2012 - June 2014
EFP Rotenberg, LLP January 2008 - December 2012
Eastman Kodak Company January 2005 - April 2007
Mengel, Metzger, Barr & Co., LLP October 2002 - June 2004
Nacca & Capizzi, LLP August 1999 - October 2002
Skills
Forecasting, Payroll, Preparation, Tax, Accounting, Corporate Tax, Income Tax, QuickBooks, General Ledger, Accounts Payable, Tax Preparation, Tax Returns, Journal Entries, Fixed Assets, Partnership Taxation, Account Reconciliation, Bookkeeping, Sales Tax, Tax Accounting, ProSystem fx Tax, Tax Research, Consolidation, Depreciation, S Corporations
Education
State University of New York College at Brockport 1998 — 1999
B.S., Accounting
State University of New York College at Brockport 1994 — 1999
Bachelor of Science, Accounting
Aquinas Institute of Rochester 1989 — 1993
High School, Regents Diploma
EFP Rotenberg, LLP September 2009 - Present
Stephen E. Cunningham, CPA June 2008 - May 2009
Skills
Financial Analysis, Internal Controls, SEC filings, Microsoft Word, US GAAP, Financial Reporting, Non-profits, Strategic Financial..., Sarbanes-Oxley, Accounts Receivable, Bookkeeping, Budgets, Tax, Accounting, Auditing, Accounts Payable, Tax Returns, Income Tax, ProSystem fx Tax, Payroll, Microsoft Office, Fixed Assets, Customer Service, Tax Reporting, Corporate Tax, Corporate Finance, 1120S, Nonprofits, QuickBooks, Tax Preparation, General Ledger
Education
Alfred University 2005 — 2009
Bachelor of Science, Accounting
WXXI Public Broadcasting Council and The Little Theatre Film October 2013 - Present
George E. Walter, CMA, CPA 1985 - Present
Alfred University 2005 - June 2014
WXXI Public Broadcasting Council March 1986 - October 2013
Goldstein & Fredericksen, CPA's July 1984 - March 1986
EFP Rotenberg, LLP 1982 - 1984
Skills
Non-profits, Accounting, Budgets, Strategic Financial..., Financial Reporting, Financial Analysis, Auditing, Cost Accounting, QuickBooks, Finance, Management, Microsoft Excel, Small Business, Analysis, Internal Controls, Nonprofits, Cash Management, Mergers & Acquisitions, Managerial Finance, Due Diligence, Investments, Risk Management, Tax, Accounts Payable, Leadership, Microsoft Office, Business Process..., Financial Accounting, Cash Flow, Forecasting, Financial Modeling, General Ledger, Business Planning, Executive Management, GAAP, US GAAP, Corporate Finance, Accounts Receivable, Sarbanes-Oxley Act, Process Improvement, Payroll, Internal Audit, Tax Preparation, Income Tax
Education
Alfred University 1978 — 1982
B.S., Accounting
Geneseo Central H.S.
St. John Fisher
EFP Rotenberg LLP September 2009 - September 2014
Rotenberg & Co. LLP May 1971 - September 2009
Skills
Financial Reporting, Tax, Auditing, QuickBooks, GAAP, US GAAP, Corporate Tax, Accounting, Tax Preparation, Partnership Taxation, Tax Returns, Income Tax
Education
Rochester Institute of Technology 1967 — 1971
BS, Accounting
Gary G. Krauss, CPA, P.C. October 2013 - Present
EFP Rotenberg, LLP January 2010 - October 2013
Skills
Bookkeeping, General Ledger, QuickBooks, Accounting, Account Reconciliation, Fixed Assets, Financial Statement..., Auditing, Accounts Payable, Accounts Receivable, Financial Reporting, Budgeting, Microsoft Office
Education
SUNY Fredonia 2005 — 2009
Bachelor of Science (B.S.), Accounting
Certified Public Accountant in New York State
License No: 109313
Armbruster Capital Management, Inc. December 2013 - Present
EFP Rotenberg LLP October 2006 - November 2013
Monro Muffler Brake 2006 - 2006
Education
State University of New York College at Geneseo
Bachelor of Science (BS), Accounting
EFP Rotenberg, LLP January 2013 - Present
EFP Rotenberg, LLP October 2010 - January 2013
EFP Rotenberg November 2007 - November 2010
Genesee & Wyoming Inc. October 2006 - November 2007
EFP Group February 2004 - October 2007
Skills
Audit, Accounting, Auditing, Excel, GAAP, Financial Reporting, Mergers, Microsoft Excel, US GAAP, SEC filings, Mergers & Acquisitions, Tax, Internal Controls, CPA, Corporate Tax, Income Tax, Sarbanes-Oxley Act, Tax Preparation, General Ledger, Tax Accounting, Fixed Assets, QuickBooks, Financial Statements, Tax Returns, Financial Analysis, Account Reconciliation, Partnership Taxation, Financial Accounting, Sarbanes-Oxley
Education
State University of New York College at Geneseo 1995 — 1999
BS, Accounting
Rochester General Hospital October 2010 - Present
Monro Muffler Brake January 2010 - March 2010
EFP Rotenberg, LLP October 2006 - December 2009
Niagara University 2004 - 2005
Skills
Accounting
Education
Niagara University 2001 — 2006
Bachelors and Masters of Business Administration, Accounting
Harris RF Communications September 2013 - Present
Bausch + Lomb May 2013 - September 2013
Bausch + Lomb November 2010 - May 2013
EFP Rotenberg LLP October 2006 - December 2010
Education
State University of New York College at Geneseo 2002 — 2006
BS, Accounting
University of Rochester August 2014 - Present
EFP Rotenberg, LLP June 2011 - August 2014
ParenteBeard LLC August 2006 - May 2011
Skills
Auditing, A-133, Accounting, CPA, GAAP, Microsoft Office, Financial Statements, Financial Reporting, US GAAP, General Ledger
Education
University of Scranton 2001 — 2007
MHA, Health/Health Care Administration/Management
Rochester Institute of Technology July 2015 - Present
EFP Rotenberg, LLP October 1998 - June 2015
Skills
CPA, Auditing, US GAAP, Accounting, Tax Preparation, Corporate Tax, Partnership Taxation, Financial Reporting, Fixed Assets, Tax Accounting, QuickBooks, ProSystem fx Tax, Bookkeeping, General Ledger, Assurance, Financial Statements, Internal Controls, Affordable Housing, Audits of Employee..., Nonprofits, Form 990
Education
State University of New York College at Fredonia 1990 — 1994
Bachelor of Science (B.S.), Accounting
Carrier Enterprise December 2014 - Present
Carrier Enterprise May 2012 - November 2014
Carrier Enterprise April 2010 - May 2012
Dairylea April 2008 - April 2010
EFP Rotenberg, LLP October 2005 - April 2008
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, Internal Controls, Accounting, Financial Analysis, Auditing, Internal Audit, Budgets, Microsoft Excel, Variance Analysis, Forecasting, Cost Accounting, CPA, Hyperion Enterprise
Education
SUNY Geneseo 2001 — 2005
Accounting
Key Logistics June 1999 - Present
EFP Rotenberg, LLP October 1997 - December 1998
Skills
Transportation, Contract Negotiation, Finance, Logistics, Strategic Planning, Warehousing, Shipping, Transportation..., Purchasing, 3PL, Trucking, Fleet Management, Truckload, Operations Management, Freight, Supply Chain, LTL, Pricing, Sales Management, Inventory Management, Negotiation, New Business Development, Sales Operations, Freight Forwarding, Team Building, P&L, Customer Service, Account Management, Budgets, Sales, Sales Process
Education
Norwich University 1984 — 1988
B.S., Business Administration
EFP Rotenberg, LLP Director of FinanceJewish Home of RochesterFebruary 1996 - August 2010
Education
State University of New York College at Geneseo 1991 — 1993
Senn Delaney, a Heidrick & Struggles company March 2015 - Present
Ties.com June 2011 - March 2015
EFP Rotenberg, LLP March 2008 - September 2010
Skills
SEC filings, GAAP, Corporate Finance, IFRS, Forecasting, IPO, Finance, CPA, Risk Management, Sarbanes-Oxley, Equities, Budgets, Internal Controls, US GAAP, Auditing, Accounting, SEC Filings
Education
Rochester Institute of Technology 2006 — 2008
Master of Business Administration (M.B.A.), Accounting
Fudan University
Cabot Corporation May 2015 - Present
Cabot Corporation August 2012 - Present
EFP Rotenberg, LLP September 2008 - August 2012
Skills
US GAAP, GAAP, Financial Reporting, Accounting, Auditing, SEC filings, Tax, Internal Controls, General Ledger, Financial Analysis, Fixed Assets, QuickBooks, Corporate Tax, Income Tax, Sarbanes-Oxley Act, Account Reconciliation, Tax Preparation, Accounts Payable, Accounts Receivable, Financial Accounting, Sarbanes-Oxley, Financial Statements, CPA, Tax Returns, Internal Audit, Variance Analysis, Tax Accounting
Education
Boston College 2014 — 2017
Master of Business Administration (MBA)
State University of New York College at Geneseo 2004 — 2008
Bachelor of Arts (BA), Accounting
Insero & Company CPAs, P.C. May 2015 - Present
EFP Rotenberg, LLP October 2014 - April 2015
EFP Rotenberg, LLP October 2012 - September 2014
EFP Rotenberg, LLP June 2008 - October 2012
EFP Group January 2008 - June 2008
Skills
US GAAP, Accounts Payable, Auditing, Financial Reporting, General Ledger, Tax Returns, Internal Controls, Tax Preparation, Accounting, Income Tax, Fixed Assets, GAAP, Tax, Financial Statements, QuickBooks, Account Reconciliation, Corporate Tax, Tax Accounting, Bookkeeping, CPA, SEC filings, Financial Analysis
Education
State University of New York College at Geneseo 2007 — 2008
MS, Accounting
State University of New York College at Geneseo 2004 — 2007
BS, Accounting
Heritage Christian Services November 2010 - Present
EFP Rotenberg, LLP October 2003 - November 2010
Education
Saint Bonaventure University 1998 — 2003
Masters & BA, Business Administration & Accounting
University of Rochester Medical Center July 2012 - Present
Democrat and Chronicle March 2009 - November 2011
EFP Rotenberg, LLP September 2007 - October 2008
PathStone Corporation July 2004 - September 2007
Education
State University of New York College at Brockport
Bachelor's degree, Accounting
Rizzo, DiGiacco,Hern & Baniewicz CPA's January 2013 - Present
Darden Restaurants November 2009 - January 2013
EFP Rotenberg, LLP July 2006 - November 2010
Outback Steakhouse 2000 - 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, Bartending, Server, Guest Relations
Education
Erie Community College
Lakeland Community College
EFP Rotenberg, LLP November 2014 - Present
Education
State University of New York College at Brockport 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
EFP Rotenberg, LLP 2008 - Present
Education
University of Rochester - Simon Business School
Master of Business Administration (M.B.A.)
State University of New York College at Geneseo 1989 — 1993
Bachelor's Degree, Accounting