Fesnak and Associates, LLP
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Fesnak and Associates, LLP Employees
McGladrey January 2015 - Present
Fesnak and Associates, LLP May 2013 - January 2015
KPMG September 1984 - September 2012
Skills
State Tax Planning, Income Tax, Sales & Use Tax, Corporate Tax, Mergers & Acquisitions, Tax Accounting, Tax Advisory, International Tax, SEC filings, Auditing, IFRS, US GAAP, Due Diligence, State Tax, US Tax, FIN 48, Partnership Taxation, Tax Returns, Tax Preparation, Corporate Tax Planning, Sales Tax
Education
University of Delaware 1980 — 1984
Bachelor of Sciences, Finance and Accounting
Springfield Township, Montgomery County January 2009 - Present
Fesnak and Associates, LLP March 2007 - November 2009
Bonnie G. Ostrofsky July 1991 - February 2007
Skills
Accounting, Accounts Payable, Financial Reporting, Excel, Process Improvement, Microsoft Excel, Accounts Receivable, Internal Controls, GAAP, Financial Analysis, Auditing, QuickBooks, General Ledger, Tax, Financial Accounting, Tax Preparation, Sarbanes-Oxley Act, Tax Accounting, Income Tax, Corporate Tax, SEC filings, CPA, Consolidation, Cash Flow Forecasting, Cost Accounting, Internal Audit, Tax Research
Education
Chestnut Hill College 2000 — 2004
BS, Accounting
Montgomery County Community College 1973 — 1975
AS, Accounting
Springfield Township High School 1971 — 1974
Sussex Wire, Inc. October 2014 - Present
Sussex Wire, Inc. September 2012 - Present
Micro-Coax, Inc. January 2011 - September 2012
Fesnak and Associates, LLP September 2007 - December 2010
Olympus May 2005 - September 2007
F.L. Smidth, Inc. October 2000 - May 2005
Skills
GAAP, Consolidation, Auditing, Financial Reporting, Accounting, Managerial Finance, Planning Budgeting &...
Education
Moravian College
BA, Accounting
AllianceBernstein August 2011 - Present
Prudential Financial August 2009 - September 2011
Fesnak and Associates, LLP June 2007 - August 2007
International Scholar Laureate Program with the American Chambers of Commerce May 2006 - July 2006
Education
Penn State University 2004 — 2008
Bachelors of Science, Finance, International Business, International Studies
PwC September 2014 - Present
PricewaterhouseCoopers January 2013 - March 2013
Fesnak and Associates, LLP February 2012 - December 2012
Skills
Accounting, Financial Statements, Financial Analysis, Assurance, SEC filings, US GAAP
Education
La Salle University - School of Business Administration 2010 — 2014
BS/MBA, Accounting
Keller Williams Realty, Inc. May 2015 - Present
Houghton International June 2013 - September 2015
Ametek October 2008 - June 2013
Fesnak and Associates, LLP January 2007 - October 2008
Kellogg's May 2005 - December 2006
Skills
Real Estate License, Real Estate, Real Estate Financing, Real Estate Transactions, Tax, Accounting, Corporate Tax, Sarbanes-Oxley Act, Analysis, Financial Statements, Tax Research, Internal Controls, Fixed Assets, Financial Reporting, General Ledger, Tax Returns, Tax Accounting, Excel, Tax Compliance, FIN 48
Education
Lycoming College 2002 — 2006
Accounting and Business, Accounting and Finance
McGladrey January 2015 - Present
The Private Equity CFO Association January 2013 - Present
Fesnak and Associates, LLP January 2005 - January 2015
Allentown Economic Development Corporation 2008 - June 2013
SMART Business Advisory and Consulting January 2002 - January 2005
Concannon, Miller & Co. P.C. November 1985 - January 2002
Goldstein Golub Kessler 1980 - 1985
Shaye Lutz Schwartz and King 1978 - 1980
Skills
Financial Reporting, CPA, US GAAP, Financial Accounting, Financial Analysis, Assurance, Financial Statements, Venture Capital, Private Equity, Due Diligence, Auditing, Business Valuation, Management Consulting, Internal Controls, Management, Accounting, Tax Returns, Sales Tax, Cash Management
Education
Siena College 1974 — 1978
BBA, Accounting
Gavin/Solmonese LLC November 2012 - Present
Fesnak and Associates, LLP August 2011 - October 2012
Delaware restructuring firm October 2009 - July 2011
Miller Coffey Tate LLP June 1997 - September 2009
Skills
Forensic Accounting, Bankruptcy, Income Tax, Litigation Support, Restructuring, Debtors, Chapter 7, CPA, Due Diligence, Tax, GAAP, Mergers & Acquisitions, Banking, SEC filings, Internal Controls
Education
Penn State University 1991 — 1996
Bachelor's degree, Finance, General
Delran
Fesnak and Associates, LLP January 2005 - Present
Fesnak and Associates, LLP January 2005 - December 2009
Smart and Associates June 2002 - December 2005
Skills
Accounting, Mergers, Auditing, Audit, Due Diligence, Forensic Accounting, Financial Reporting, GAAP, Assurance, Mergers & Acquisitions, Internal Controls, CPA, Consolidation, Employee Benefits, Venture Capital, Small Business, US GAAP, Financial Accounting
Education
Bucknell University 1992 — 1996
Bachelor of Science, Accounting
Lower Dauphin
Faw Casson June 2014 - Present
Faw Casson & Co., LLP September 2010 - June 2014
McBride Shopa & Company, PA October 2006 - September 2010
Fesnak and Associates, LLP January 2005 - September 2006
Smart July 2001 - December 2004
Gunnip & Company, PA June 1998 - July 2001
Skills
Employee Benefit Plan..., Hospitality, Tax, Accounting, Auditing, Management Consulting, Due Diligence, Business Acquisition, Entrepreneurial Finance, Financial Analysis, New Business Development, Corporate Tax Planning, Small Business..., Small Business, Financial Statements, Startup Development, Corporate Tax, Start-ups, Strategic Financial..., Employee Benefits, Business Analysis, Start-up Consulting, Tax Preparation, Business Valuation, Tax Accounting, Financial Planners, ProSystem fx Tax, Income Tax, Partnership Taxation, Financial Reporting, CPA, Tax Returns, Management, Financial Accounting, Assurance, Budgets, Internal Controls
Education
University of Delaware 1995 — 1998
BSAC, Accounting, Economics
Miami University 1994 — 1995
Accounting
Cape Henlopen High School 1990 — 1994
Dempsey & Company, PC February 2015 - Present
WyzAnt Tutoring November 2013 - Present
Zoom Room Philadelphia January 2013 - Present
Self-Employed June 2012 - Present
Fesnak and Associates, LLP January 2012 - May 2012
AICPA January 2011 - December 2011
Shechtman Marks Devor PC September 2006 - January 2011
Deloitte September 2000 - August 2006
Skills
Accounting Research, Accounting Software, Anti-fraud, Assurance, Attest Services, Audit Command Language, Business Valuation, Class Actions, Communication Skills, Computer Forensics, Corporate Fraud..., Data Analysis, Diversity, Due Diligence, Economic Damages..., Economics, Electronic Discovery, Expert Reports, Expert Witness, Fair Value, Financial Instruments, Foreign Corrupt..., Forensic Accounting, Fraudulent Financial..., GAAP, GAAS, Goodwill Impairment, Healthcare, Independence, Insurance, Intellectual Property, Internal Control Over..., International Financial..., Interviewing Skills, Litigation Consulting, Mentoring, Microsoft Office, PCAOB, Professional Ethics, Project Management, QuickBooks, Rebuttal Reports, Risk Assessment, SEC, Securities Fraud, Social Networking..., Supervision, Variable Interest..., US GAAP, Litigation Support
Education
University of Delaware 1995 — 2000
Bachelor's of Science, Accounting
Brandywine High School 1991 — 1995
High School Diploma, High School/Secondary Diploma Programs, 9-12
McGladrey November 2011 - Present
Fesnak and Associates, LLP December 2009 - October 2011
New Horizons Worldwide, Inc. February 2008 - December 2009
Sunrise Senior Living May 2007 - February 2008
Skills
Financial Statements, GAAP, Auditing, Accounting, External Audit, Financial Reporting, Financial Analysis, Account Reconciliation, General Ledger, US GAAP, Assurance, CPA, Financial Accounting
Education
Bloomsburg University of Pennsylvania 2003 — 2007
B.S., Accounting
McGladrey October 2015 - Present
McGladrey January 2015 - Present
Fesnak and Associates, LLP May 2012 - January 2015
Asplundh Tree Expert Co. August 2009 - May 2012
Day & Zimmermann October 2008 - June 2009
Wouch, Maloney & Co., LLP January 2006 - October 2008
Skills
Financial Reporting, Analysis, Cloud Applications, Cash Flow Forecasting, Consumer Products, Financial Analysis, Rapid Assessments, Cloud Computing, Intacct, Mergers & Acquisitions, Refinance, Communication, Organizing, Quick learner, Team Work, Excel, Word, Prosystem Fx, Financial Statements, Financial Accounting, Cash Flow, GAAP, Quickbooks, Bill.com, Onboarding, Microsoft Office, QuickBooks, Auditing, Internal Controls, ProSystem fx Tax, Microsoft Excel, Accounting, Outsourcing, Microsoft Word, CPA, Teamwork, General Ledger, Consulting
Education
Gwynedd Mercy University 2004 — 2006
BS, Accounting
University of Pittsburgh 2002 — 2004
BS, Accounting
Council Rock High School 2000 — 2002
Fairbridge Partners, LLC May 2014 - Present
Long & Foster Companies August 2013 - Present
Tequesta Properties, Inc. May 2012 - April 2014
McGladrey October 2009 - May 2012
Fesnak and Associates, LLP February 2008 - October 2009
Turner Construction October 2007 - February 2008
Boenning & Scattergood, Inc. January 2007 - May 2007
Skills
Financial Reporting, GAAP, Accounting, Auditing, Tax, Real Estate, CPA, Journal Entries, Partnership Taxation, General Ledger, Financial Accounting, QuickBooks, Internal Controls, Financial Analysis, Commercial Real Estate, Asset Management, Property Management, Forecasting, Cash Flow, Financial Statements, Consolidation, Finance, Tax Research, Mergers & Acquisitions, Tax Accounting, Due Diligence, Tax Preparation, Account Reconciliation, US GAAP, Budgets, Accounts Payable
Education
Cabrini College 2003 — 2007
BS, Finance & Accounting
Transamerica Retirement Solutions June 2013 - Present
Transamerica Retirement Services January 2009 - May 2013
Fesnak and Associates, LLP July 2008 - December 2008
Lincoln Financial Group October 2006 - December 2007
Citigroup August 2002 - October 2006
Merrill Lynch Pierce Fenner & Smith August 1995 - August 2002
The Vanguard Group January 1992 - August 1995
Skills
401(k), ERISA, Defined Contribution, Defined Benefit, MEP, Taft-Hartley, Non-Qualified Deferred..., Income for Life, Sales Management, Marketing, Marketing Strategy, P&L Responsibility, Trade Compliance, Product Development, Production Managment, Product Marketing, Strategic Planning, Strategic Thinking, Channel Management, Qualified Retirement..., Financial Services, Mutual Funds, P&L Management, Retirement Plan..., 401k, Employee Benefits, Retirement, Series 7, Asset Allocation
Education
Bishop McDevitt High School
College Preparatory
Saint Joseph's University
B.A., Political Science
McGladrey January 2015 - Present
Fesnak and Associates, LLP September 2013 - January 2015
Fesnak and Associates, LLP May 2008 - September 2013
Planalytics January 2008 - April 2008
Planalytics January 2002 - December 2007
Planalytics November 1998 - December 2002
Skills
Financial Reporting, Accounting, GAAP, Auditing, General Ledger, QuickBooks, Microsoft Excel, Process Improvement, Forecasting, Financial Analysis, Cost Accounting, Intacct, CPA, Financial Accounting, Consolidation, Financial Statements, Cash Flow Forecasting, Revenue Recognition, Variance Analysis, SEC filings, US GAAP
Education
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Pine Hill Group October 2013 - Present
Focus Venture Partners, LLC March 2013 - October 2013
Fesnak and Associates, LLP November 2007 - February 2013
Constar International May 2006 - September 2007
Globix Corporation November 2005 - May 2006
Talk America, Inc July 2001 - November 2005
Vectour/Travelways, Inc. June 1999 - July 2001
Vectour/Travelways, Inc. June 1997 - June 1999
American Medical Response/ MedTrans March 1996 - June 1997
Anchor Hocking May 1993 - March 1996
Skills
Consolidation, SOX, Process Improvement, Strategic Planning, Financial Systems, Financial Reporting, Forecasting, Cost Accounting, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Controls, Auditing, SEC filings, Accounting, Mergers, Due Diligence, CPA, Cash Management, GAAP, US GAAP, General Ledger, Financial Analysis, Tax Accounting, Financial Accounting, Corporate Tax, Financial Statements, Cash Flow Forecasting, Revenue Recognition, Internal Audit, Fixed Assets, Tax Research, Assurance, Managerial Finance, Tax Preparation, Big 4, Financial Modeling, Management, Finance, Forensic Accounting, Corporate Finance, Tax, Budgets, Acquisition Integration, Account Reconciliation, Business Valuation, Income Tax, Start-ups, Strategy, Restructuring, QuickBooks
Education
Temple University - Fox School of Business and Management 1977 — 1981
Bachelor of Business Administration, Accounting
RD&S, Inc. September 2010 - Present
Gable Peritz Mishkin, LLP August 2009 - May 2010
Fesnak and Associates, LLP January 2006 - April 2009
Fesnak & Assoc. LLP 2006 - 2009
Education
Cabrini College 2002 — 2006
BS, Accounting
Patriot Financial Partners, L.P. July 2012 - Present
Fesnak and Associates, LLP July 2005 - July 2012
F.X. Duffy & Company, Inc. December 2004 - July 2005
Skills
Accounting, Financial Reporting, Auditing, Audit, Excel, Non-profits, Compliance, Financial Analysis, Quickbooks, Internal Controls, Cash Flow, GAAP, Internal Audit
Education
Temple University - Fox School of Business and Management 2001 — 2005
BA, Accounting
Roman Catholic High School 1997 — 2001
Fesnak and Associates, LLP ParalegalBonnie G. Ostrofsky, P.C.July 1991 - February 2007
Education
Chestnut Hill College 2000 — 2004
BS, Accounting
Montgomery County Community College 1973 — 1975
AS, Accounting
Springfield High School 1970 — 1974
McGladrey LLP January 2015 - Present
Delaware Valley Industrial Resource Center August 2011 - Present
Fesnak and Associates, LLP May 2005 - December 2014
BalletX January 2009 - December 2012
PricewaterhouseCoopers 1988 - 2002
Skills
Tax, Corporate Tax, Income Tax, Tax Accounting, Tax Law, Due Diligence, Mergers & Acquisitions, GAAP, International Tax, SEC filings, Accounting, Business Valuation, Finance, Private Equity, CPA, Financial Statements, SEC Filings, Strategic Planning
Education
Case Western Reserve University School of Law 1986 — 1989
J.D., Law
Walsh University 1982 — 1985
Bachelor of Arts, Finance, Accounting and Business Management
SAP America, Inc. April 2014 - November 2014
Fesnak and Associates, LLP November 2010 - June 2013
Comcast Corporation October 2007 - March 2010
PricewaterhouseCoopers July 2002 - October 2007
Skills
Tax, International Tax, State Tax, FAS109, Tax Accounting, Income Tax, Corporate Tax, Accounting, Financial Reporting, Auditing
Education
Villanova University 2007 — 2010
Masters, Taxation
La Salle University 1997 — 2001
BS, Accounting / MIS
Mount St. Joseph Academy 1993 — 1997
AmeriHealth Mercy Family of Companies May 2014 - Present
AmeriHealth Mercy Family of Companies April 2012 - May 2014
Fesnak and Associates, LLP May 2010 - April 2012
BDO Seidman, LLP September 2008 - November 2009
Education
Seattle University
Fesnak and Associates, LLP June 2006 - April 2009
Richardson Electronics June 2004 - April 2006
Omnicare Clinical Research April 2002 - June 2003
Unisys May 2000 - March 2002
Aetna/US Healthcare December 1987 - April 2000
Education
Villanova University 2008 — 2009
Master Certificate in Human Resource Management
Montgomery County Community College 2006 — 2008
Associate in Science, Liberal Studies
Montgomery County Community College 1986 — 1988
Associate in Applied Science, Business Management
Ticketleap July 2014 - Present
US Navy Reserve April 2012 - Present
Socifer December 2012 - October 2014
PwC July 2013 - February 2014
PwC August 2010 - June 2013
Fesnak and Associates, LLP January 2010 - May 2010
NetCarrier February 2009 - December 2009
Sigma Phi Epsilon December 2007 - December 2008
Outdoor Adventure Club - LaSalle University September 2007 - December 2008
Skills
Accounting, Auditing, Financial Analysis, Leadership, Management, Financial Reporting, Internal Controls, Entrepreneurship, Microsoft Excel, Revenue Recognition, Start-ups, Financial Statements, Tax, Excel, Stock Compensation, Tax Preparation, International Traveler, Business Development, Marketing, Sales, Strategic Planning, Problem Solving, Fundraising, Military, Real Estate, Payroll, 401k, Security Clearance, Anti-Terrorism, Foreign Languages, Force Protection
Education
La Salle University - School of Business Administration 2009 — 2009
MBA, Accounting
La Salle University - School of Business Administration 2005 — 2008
Bachelors, Finance and Management
La Salle College High School 2001 — 2005
Aesculap April 2012 - August 2014
Bear Creek Mountain Resort June 2011 - April 2012
Fesnak and Associates, LLP November 2009 - November 2010
Lamm's Machine Inc April 2009 - November 2009
Skills
GAAP
Education
DeSales University 2008 — 2009
B.S, Accounting
DeSales University 2004 — 2008
B.A, Biology
McGladrey January 2015 - Present
Fesnak and Associates, LLP January 2012 - Present
Eastern University January 2010 - December 2011
Skills
GAAP, Microsoft Word, QuickBooks, Microsoft Excel, Financial Accounting, Accounting, Auditing, Financial Reporting, Private Equity, Audits of Employee...
Education
Eastern University
McGladrey September 2011 - Present
Fox Chase Cancer Center October 2010 - December 2011
Fesnak and Associates, LLP 2011 - 2011
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Intacct, Forecasting, Cost Accounting, Accounting, Analysis, General Ledger, Internal Controls, CPA, Financial Reporting, Financial Accounting, GAAP, Auditing, Financial Analysis
Education
Arcadia University 2007 — 2011
Bachelor of Arts, Accounting
Wouch, Maloney & Co., LLP October 2013 - Present
Fesnak and Associates, LLP 2011 - September 2013
McGladrey November 2007 - December 2009
Kreischer Miller 1998 - 2005
Skills
Sales Tax, Tax Preparation, Tax, Corporate Tax, General Ledger, Income Tax, GAAP, Tax Accounting, S Corporations, Payroll Taxes, Fixed Assets, CPA, Tax Returns, Tax Research, Partnership Taxation
Education
Kutztown University of Pennsylvania 1991 — 1995
Bachelor of Science, Business Admin - Accounting
Pennridge High School
n/a
Bachelor's degree, Business administation with focus in Accounting
Citco Fund Services September 2013 - Present
Fesnak and Associates, LLP December 2010 - May 2013
Daniel A. Winters & Company, CPAs November 2008 - December 2010
Wilmington Trust May 2007 - May 2008
Linebarger Goggan Blair & Sampson, LLP December 2004 - January 2008
Skills
Auditing, Due Diligence, Financial Reporting, GAAP, Internal Controls, Tax, Financial Analysis, Corporate Tax, Accounting, General Ledger, Tax Accounting, Tax Preparation, Financial Accounting, Financial Statements, Sarbanes-Oxley Act, Assurance, US GAAP, Income Tax, Tax Research, Tax Returns, Forensic Accounting, Partnership Taxation, Business Valuation
Education
La Salle University 2013 — 2015
Master of Business Administration (MBA)
West Chester University of Pennsylvania 2004 — 2008
B.S., Accounting
Wissahickon High School
KPMG September 2015 - Present
McGladrey January 2015 - September 2015
Fesnak and Associates, LLP July 2007 - December 2014
Ernst & Young July 2006 - July 2007
Kreischer Miller January 2002 - June 2006
Skills
GAAP, Tax, Corporate Tax, Income Tax, Tax Research, Tax Accounting, Partnership Taxation, Tax Preparation, Financial Analysis, Auditing
Education
Villanova University 2009 — 2012
Master of Taxation
Temple University 2000 — 2002
B.B.A, Accounting
TWAMS Financial Planning, LLC August 2013 - Present
Green Mountain Energy Company April 2013 - Present
Fesnak and Associates, LLP August 2011 - April 2013
Becker Professional Education August 2011 - May 2012
O'Fria & Company P.C. February 2011 - May 2011
Skills
Accounting, Financial Accounting, Financial Reporting, Tax Returns, Accounts Payable, Microsoft Excel, Microsoft Office, Sales, Outlook, Finance, Marketing, Research
Education
University of Cambridge 2012 — 2012
Pembroke - King's Programme, Finance & European History, 3.90 GPA
Arcadia University 2010 — 2012
Bachelor’s Degree, Accounting, Finance, and Economics, 3.82 GPA
Burlington County College 2008 — 2010
Associate of Arts (A.A.), History, 3.7 GPA
Burlington County College 2004 — 2010
Associate of Science (A.S.), Business Administration, 3.7 GPA
Vox Technologies August 2012 - Present
Kroo Bay Initiative (NGO) November 2011 - January 2013
Fesnak and Associates, LLP June 2012 - August 2012
Kroo Bay Initiative (NGO) August 2010 - September 2010
The Emerson Group, LLC June 2009 - August 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Forecasting, Mergers, Financial Reporting, Financial Accounting, Auditing, Strategic Planning, General Ledger, Strategic Financial..., Cash Flow, Accounts Payable, Microsoft Excel, Budgets, Internal Controls, Accounting, Due Diligence, Competitive Analysis, Risk Management, Tax, Analysis, Process Improvement, GAAP, Business Strategy, Finance
Education
The University of Texas at Dallas - School of Management 2011 — 2012
Master of Science (M.S.), Finance
The University of Texas at Dallas - School of Management 2011 — 2012
MBA, Finance
University of North Texas 2006 — 2011
BBA, General Business/International Business Certification