Freed Maxick CPAs, P.C.
Industry: Company
DescriptionFounded: 2011 Parent organization: Harbor Business Services, Inc.
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Freed Maxick CPAs, P.C. Employees
PwC June 2015 - Present
Freed Maxick CPAs, P.C. 2014 - 2015
KPMG 2008 - 2014
Skills
Financial Analysis, Financial Reporting, Auditing, Internal Controls, GAAP, Sarbanes-Oxley Act, Accounting, Financial Accounting, US GAAP, Management
Education
Canisius College 2004 — 2008
B.S., Accounting & Accounting Information Systems
Bank of America August 2015 - Present
First Niagara Bank January 2014 - August 2015
Huntington National Bank July 2011 - December 2013
PNC March 2008 - July 2011
PNC May 2007 - March 2008
Freed Maxick CPAs, P.C. September 2006 - May 2007
PNC Business Credit (Unofficial) October 2003 - August 2005
Bureau of Unclaimed Property April 2002 - October 2003
Bureau of Cash Management and Investments March 2001 - April 2002
Bureau of Fiscal Review August 1999 - March 2001
Skills
Financial Statement..., Credit Analysis, Commercial Banking, Asset Based Finance, Asset Based Lending, Public Companies, Middle Market, Commercial Lending, C&I Lending, Leveraged Lending, Underwriting, Portfolio Management, Collateral Management
Education
Albright College
Bachelor’s Degree, Accounting
Freed Maxick CPAs, P.C. February 2015 - Present
Citi September 2008 - February 2015
Bobalew Ventures June 2008 - September 2008
Don Davis Honda June 2005 - July 2007
Skills
Equity Research, Healthcare, M&A analysis, Financial Analysis, Financial Modeling, Financial Reporting, Market Research, Regulatory Affairs, Corporate Finance, Business Development, Report Writing, Project Management, Hospitals, Valuation, Venture Capital, Bloomberg
Education
Canisius College 2007 — 2008
Master of Business Administration (MBA), Finance, General
State University of New York College at Fredonia 2001 — 2005
Bachelor's degree, Communications and Philosophy
Actuarial Consulting Services, Inc. May 2015 - Present
Freed Maxick CPAs, P.C. July 2010 - April 2015
Things Remembered February 2006 - January 2014
Batavia Players, Inc. 2011 - 2013
Freed Maxick CPAs, P.C. July 2009 - June 2010
Freed Maxick CPAs, P.C. October 2006 - June 2009
Lougen Valenti Bookbinder & Weintraub LLP January 2006 - April 2006
Things Remembered August 2002 - January 2006
Things Remembered October 2001 - July 2002
Skills
Tax Preparation, Tax Accounting, Tax, Income Tax, GAAP, ProSystem fx Tax, Tax Returns, Accounting, Financial Accounting, Auditing, Bookkeeping, Internal Controls
Education
Niagara University 2002 — 2006
Bachelor of Business Administration (BBA), 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
Freed Maxick CPAs, P.C. February 2013 - Present
Kaleida Health 2009 - 2012
Kaleida Health 2004 - 2009
Kaleida Health 1999 - 2004
Skills
EMR, Healthcare Information..., Healthcare Management, Revenue Cycle, Contract Negotiation, Healthcare Reimbursement, Case Managment, Health Information..., Healthcare Consulting, Case Management, Cerner, Acute Care, Cross-functional Team..., EHR, HIPAA, Health Insurance, Healthcare, Hospitals, JCAHO, Leadership, Managed Care, Management, Medicaid, Medical Billing, Medical Coding, Medicare, Medicine, Nursing, Patient Safety, Physician Relations, Physicians, Process Improvement, Quality Improvement, Revenue Cycle Management, Software Documentation, Staff Development, Strategic Planning, Strategy
Education
Harvard Business School 2010 — 2011
Executive Leadership Program, Managing Healthcare Delivery
Medaille College
Bachelor of Science (B.S.), Business Administration and Management, Accounting
Freed Maxick CPAs, P.C. July 2015 - Present
Freed Maxick CPAs, P.C. December 2002 - Present
Skills
Auditing, Strategic Consulting, Healthcare Consulting, Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Business Strategy, Due Diligence, Accounting, Financial Statements, CPA, GAAP, Budgets, Internal Audit, Financial Accounting, SEC filings, Management, Internal Controls
Education
Canisius College 2002 — 2004
Master's degree, Accounting and Finance
Canisius College 1998 — 2002
Bachelor's degree, Accounting and Finance
Clarence High School 1994 — 1998
Freed Maxick CPAs, P.C. June 2014 - Present
Freed Maxick CPAs, P.C. November 2012 - June 2014
Erie County January 2011 - October 2012
North American Breweries, Inc. August 2010 - January 2011
VITA February 2009 - April 2009
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, SAP, Healthcare Analytics, Auditing, Grant Monitoring, Checkpoint, Caseware, Financial Statement..., Forecasting, Data Analysis, Financial Reporting, Healthcare Consulting, Performance Improvement, Lotus Notes, CPA
Education
Niagara University 2011 — 2012
MBA, Accounting
Niagara University 2007 — 2011
Bachelor of Business Administration, Accounting
Freed Maxick CPAs, P.C. July 2015 - August 2015
Medaille College January 2014 - May 2015
Tops Markets May 2014 - August 2014
Education
Medaille College 2012 — 2015
Bachelor's Degree, Accounting, 3.8
Medaille College 2015 — 2016
Master's Degree, Accounting, 4.0
Dopkins & Company, LLP July 2014 - Present
Freed Maxick CPAs, P.C. October 2012 - June 2014
Mount St. Mary Academy August 2012 - September 2013
Kidsplay May 2009 - August 2012
Freed Maxick CPAs, P.C. June 2011 - July 2011
Underarmour June 2010 - January 2011
Barnes and Noble November 2009 - January 2010
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Adobe Acrobat, Communication, Tax, Customer Service, CPA, QuickBooks
Education
Niagara University 2011 — 2012
Master of Business Administration (MBA), Accounting
Niagara University 2007 — 2011
Bachelor, Business Administration Accounting
Aegis Asset Management LLC September 2014 - Present
Seneca One Realty LLC 2005 - 2014
Marine Buffalo Associates L.P. 2002 - 2005
Freed Maxick CPAs, P.C. 1992 - 2002
Education
Canisius College 1985 — 1987
Bachelor's Degree, Accounting
University at Buffalo 1981 — 1985
Bachelor's Degree, Business Administration and Management, General
Freed Maxick CPAs, P.C. December 2013 - Present
Dopkins & Company, LLP February 2013 - April 2013
Robinson Home Products March 2012 - May 2012
Rich Products Corporation May 2010 - August 2011
Skills
Tax Accounting, Tax Preparation, Accounts Receivable
Education
Canisius College 2009 — 2011
Master of Business Administration (MBA), Professional Accounting
Clarkson University 2003 — 2007
Bachelor of Science (BS), Mathematics
Freed Maxick CPAs, P.C. July 2014 - Present
Freed Maxick CPAs, P.C. January 2014 - April 2014
Mengel, Metzger, Barr & Co. LLP December 2012 - April 2013
Brio Restaurant & Pizzeria October 2006 - August 2012
Donald J. Pisaro Tax & Investment January 2012 - April 2012
Lewiston Council on the Arts April 2011 - July 2011
Skills
Microsoft Office, QuickBooks, ProSystem fx Engagement, ProSystem fx Tax, Thomson Reuters..., Financial Accounting, Close Attention to..., Due Diligence, Communication Skills, Leadership, Management, Always Punctual, Determination, Hard working, Document Management, Income Tax, Bookkeeping
Education
St. John Fisher College 2013 — 2014
Master of Business Administration (MBA), Accounting, 3.15
St. John Fisher College 2009 — 2013
Bachelor of Science (BS), Accounting, Cum Laude, Accounting, 3.53
EY October 2014 - Present
EY August 2013 - September 2014
Freed Maxick CPAs, P.C. May 2011 - August 2013
Skills
Financial Reporting, Due Diligence, Accounting, Loans, Risk Assessment, Internal Controls, Auditing, US GAAP, Big 4, CPA, Sarbanes-Oxley Act, Financial Accounting, Microsoft Excel
Education
Niagara University 2010 — 2011
Master of Business Administration (M.B.A.), Dual Concentration in Accounting and Finance, Magna Cum Laude
Canisius College 2006 — 2010
Bachelor's of Science, Accounting
Saint Joseph's Collegiate Institute 2002 — 2006
Advanced Regents Diploma
Freed Maxick CPAs, P.C. October 2010 - Present
Skills
Corporate Tax, Income Tax, Financial Accounting, Financial Statements, Reviews, Compilation Of..., Personal Income Tax..., Partnership Taxation, Multi-state tax returns, UNICAP, Tax Returns, GAAP, CPA, Internal Audit, Tax, Accounting
Education
Canisius College 2006 — 2010
Bachelor of Science, Accounting and Finance
Freed Maxick CPAs, P.C. December 2013 - Present
Chiampou Travis Besaw & Kershner November 2011 - November 2013
Miller, Cooper & Co., Ltd. August 2009 - October 2011
Dauby O'Connor & Zaleski December 2007 - April 2008
Skills
Accounting, Corporate Tax, Income Tax, Tax, Tax Preparation
Education
Northeastern University 2013 — 2016
Master of Science (M.S.), Taxation
Purdue University - Krannert School of Management 2004 — 2009
Bachelors of Science, Accounting & Economics
Freed Maxick CPAs, P.C. June 2015 - Present
Freed Maxick CPAs, P.C. October 2012 - June 2015
Freed Maxick CPAs, P.C. June 2010 - September 2012
Skills
GAAP, Accounting, Internal Controls, Financial Reporting, CPA, Auditing, Financial Accounting, Fixed Assets, QuickBooks
Education
Canisius College 2007 — 2012
Bachelor of Science, Accounting
St. Mary's High School 2003 — 2007
Regents Diploma
Freed Maxick CPAs, P.C. October 2007 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
Niagara University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
Freed Maxick CPAs, P.C. July 2015 - Present
Freed Maxick CPAs, P.C. April 2007 - Present
PricewaterhouseCoopers 2003 - 2007
Skills
GAAP, Auditing, Internal Controls, CPA, Accounting, Sarbanes-Oxley Act
Education
Niagara University 2001 — 2003
BS, Accounting
Freed Maxick CPAs, P.C. November 2005 - Present
Ernst & Young August 1995 - October 2005
Levin & Company May 1991 - August 1995
Skills
Tax, Tax Returns, Accounting, Tax Accounting, Internal Controls, Corporate Tax, International Tax..., International Tax..., FBAR & FATCA Consulting, Intl. Tax Structuring, GAAP, Income Tax, Tax Preparation, Financial Accounting, CPA
Education
Rochester Institute of Technology 1983 — 1987
Bachelor of Science (BS), Accounting
Niagara Catholic 1979 — 1983
Freed Maxick CPAs, P.C. October 2014 - Present
Freed Maxick CPAs, P.C. October 2014 - Present
SUNY Brockport January 2012 - May 2014
Total Tan Inc. 2009 - 2010
US Navy March 2004 - April 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Customer Service, Inventory Management, Outlook, Budgets, Critical Thinking, Teamwork, Research, Financial Analysis, People Skills, QuickBooks, Time Management
Education
State University of New York College at Brockport 2012 — 2014
Bachelor of Science (BS), Accounting
Genesee Community College 2010 — 2012
AS, Business Administration
Freed Maxick CPAs, P.C. March 2014 - Present
Drescher & Malecki September 2012 - February 2014
BlueCross BlueShield of WNY May 2012 - August 2012
Gould & Swanson, P.C. February 2012 - May 2012
Skills
Tax Preparation, Microsoft Excel, Microsoft Office, Financial Statement..., Financial Audits, Financial Reporting, GAAP, Financial Analysis, Accounting
Education
Canisius College 2011 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance
Michigan State University 2007 — 2011
Bachelor of Arts (B.A.), Accounting
BrightStar Care of Richmond January 2011 - Present
C.T. Purcell, Inc. September 2008 - January 2011
Toll Brothers March 2006 - February 2008
Toll Brothers, Inc. May 2002 - March 2006
Toll Brothers, Inc. June 1999 - May 2002
Torrey Homes October 1996 - July 1997
Torrey Homes October 1995 - October 1996
Freed Maxick CPAs, P.C. September 1992 - October 1995
Skills
Sales, Customer Service, Sales Management, Cold Calling, Team Building, New Business Development, Marketing, Contract Negotiation, Strategic Planning, Customer Satisfaction, Health Insurance, Financial Analysis, Accounting, Real Estate Development, Residential Homes, Multi Family Properties, Contract Management, Start-ups, Public Speaking, Negotiation, Management, Human Resources, Healthcare, Coaching, Budgets
Education
Cornell University 1997 — 1999
MPS/RE, Real Estate Development/ Finance
Canisius College 1988 — 1992
Bachelor of Science (BS), Accounting
Niagara University January 2012 - May 2015
Freed Maxick CPAs, P.C. July 2014 - August 2014
Niagara University September 2013 - April 2014
U.S. Energy Development Corporation June 2013 - August 2013
Rite Aid June 2011 - December 2011
WGRZ - Channel 2 News Buffalo January 2011 - May 2011
Skills
Microsoft Word, Microsoft Excel, Adobe After Effects, Adobe Photoshop, Leadership, Public Speaking
Education
Niagara University 2012 — 2014
Master of Business Administration (MBA), Professional Accountancy
Canisius College 2008 — 2011
Bachelor of Science (BS), Digital Media Arts
Israel Discount Bank September 2015 - Present
Freed Maxick CPAs, P.C. January 2012 - April 2015
Citibank, N.A. November 2009 - July 2011
Rosenthal & Rosenthal, Inc. March 2007 - March 2009
LBS Bank 1997 - 2004
Skills
Asset Based Lending, Commercial Lending, Factoring, Banking, Middle Market, Mergers, Loans, Credit Analysis, Due Diligence, Credit, Portfolio Management, Financial Analysis, Commercial Banking, Financial Modeling, Corporate Finance, Underwriting, Financial Risk, Restructuring, Reference Data, MBS, Cash Management, Finance, Financial Services, Field Work, Mergers & Acquisitions
Education
Ithaca College 1982 — 1986
Bachelor of Science (BS), Finance, General
Freed Maxick CPAs, P.C. December 2014 - June 2015
Hamister Group, Inc. July 2013 - December 2014
Tax Technologies, Inc. May 2011 - June 2013
Skills
Tax, Tax Returns, Variance Analysis, Corporate Tax, Accounting, General Ledger, Customer Service, Six Sigma, International Tax, Financial Reporting, Tax Research, Budgets, Auditing, Microsoft Office, Financial Analysis, Microsoft Excel
Education
Canisius College 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Business/Management
Canisius College 2011 — 2013
University at Buffalo
Bachelor of Arts (B.A.), Economics
Brock, Schechter & Polakoff, LLP August 2014 - Present
NOCO Energy Corp. October 2013 - August 2014
Freed Maxick CPAs, P.C. September 2007 - October 2013
Skills
Tax, Microsoft Office, Corporate Tax, GAAP, Tax Returns, Income Tax, Accounting, CPA, Financial Accounting, Tax Preparation, Tax Accounting
Education
Canisius College 2005 — 2007
Master of Business Administration (MBA), Accounting
Medaille College 2001 — 2005
BS Business Administration, Business Management
US Navy May 2015 - Present
Freed Maxick CPAs, P.C. March 2014 - April 2015
US Navy Reserve January 2012 - May 2014
Triple Canopy May 2012 - September 2013
US Navy 2009 - 2012
US Navy 2006 - 2009
Skills
Arabic, Hebrew, Military Combat..., Military Operations, Military Experience, Active Top Secret..., Force Protection, Quick Reaction Force..., PADI Advanced Open..., Class B CDL, Weapons, Physical Security
Education
Kaplan University 2014 — 2015
Master of Business Administration (MBA)
Kaplan University 2010 — 2013
Bachelor's degree, Science In Accounting, 3.76
Kaplan University 2010 — 2011
Associate of Science (AS), Criminal Justice, 3.96
Genesee Community College February 2014 - Present
H&R Block November 1994 - Present
Genesee Community College August 2008 - December 2009
Freed Maxick CPAs, P.C. September 2005 - September 2007
Skills
QuickBooks, Spreadsheets, Expenses, Microsoft Office 2013, Microsoft Office 2007, Microsoft Excel, Accounting, Office Management, IRS Enrolled Agent, Income Tax, Client Relations Skills, Outlook, Customer Service, Accounts Payable, Accounts Receivable, Personal Income Tax..., Payroll, Data Entry, Invoicing, Bookkeeping
Education
Keuka College 2011 — 2013
Bachelor of Science (BS), Organizational Management, 3.98
Genesee Community College
Associate of Arts and Sciences (AAS), Accounting
Freed Maxick CPAs, P.C. December 2013 - Present
Lumsden & McCormick, LLP February 2011 - December 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, QuickBooks, Access, Research, Tax, Customer Service, Auditing, Financial Reporting, Data Analysis, Outlook, CPA, Financial Analysis, Tax Preparation
Education
Saint Bonaventure University 2009 — 2010
Master of Business Administration (MBA), Accounting and Finance
Hilbert College 2005 — 2009
Bachelor of Science (B.S.), Accounting
OPHS
Freed Maxick CPAs, P.C. September 2012 - Present
HSBC Commercial Banking May 2012 - September 2012
Follett Higher Education Group June 2007 - June 2012
Gary Wisniewski, CPA January 2012 - May 2012
Skills
Accounting, Tax, Tax Preparation, Tax Returns, Income Tax, Tax Accounting, PowerPoint, International Tax, ProSystem fx Tax, Tax Research, Microsoft Excel, Fixed Assets, QuickBooks, Financial Reporting, Peachtree
Education
Daemen College 2011 — 2012
BS/MS, Accounting
State University of New York at Buffalo - School of Management 2007 — 2011
Accounting
S&B June 2012 - Present
Imerys June 2012 - Present
Freed Maxick CPAs, P.C. January 2011 - April 2012
Edward L. Arcara CPA November 2009 - January 2011
Renda & Renda CPA, Accountants and Auditors January 2009 - May 2009
Skills
Accounting, Tax, Financial Reporting, Internal Controls, Financial Analysis, General Ledger, QuickBooks, Tax Preparation, Account Reconciliation, Sarbanes-Oxley Act, Tax Returns, Financial Accounting, Microsoft Excel, Auditing, GAAP, Accounts Payable, Payroll, Financial Statements
Education
Niagara University 2010 — 2011
Master of Business Administration (MBA), Accounting and Business/Management
Niagara University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Freed Maxick CPAs, P.C. 2009 - Present
Gray Certified Public Accounting P.C. May 2008 - December 2008
Bert D. Butler, CPA 2005 - 2008
Education
SUNY Brockport 2006 — 2008
Bachelor of Science (B.S.), Accounting
Monroe Community College 2004 — 2006
Accounting
State Polytechnic University-Odessa, Ukraine 1990 — 1995
Master of Science (M.S.), Electrical and Electronics Engineering
Deloitte September 2013 - Present
Freed Maxick CPAs, P.C. May 2012 - August 2012
Symantec June 2011 - March 2012
Symantec 2011 - 2012
Skills
Cost Accounting, Dreamweaver, HTML, Visual Basic, Photoshop, Microsoft Excel, Microsoft Access, Illustrator, iMovie, Financial Accounting, Microsoft Project, Access, MS Project, Computer Forensics, Microsoft Office, PowerPoint, Microsoft Word, Enterprise Risk...
Education
Canisius College 2009 — 2013
Bachelor of Science (B.S.), 1)Accounting Information Systems, 2) Information Systems, Graduate
St. Ignatius
St. Ignatius
St. Ignatius
WOODCPA*PLUS April 2012 - March 2014
M&T Bank June 2013 - September 2013
Independent Health January 2013 - March 2013
Freed Maxick CPAs, P.C. December 2010 - April 2012
The Bonadio Group February 2006 - February 2011
Boston Trust & Investment Management Company November 2005 - February 2006
Bank of America January 1999 - June 2005
Skills
IT Audit, Business Continuity, Disaster Recovery, Enterprise Risk..., Risk Management, SOX, IT Operations, IT Management, Technical Liaison, COBIT, Computer Security, Regulatory Reporting, Custom Reporting, CISA, System Administration, Systems Analysis, Banking, Compliance, Readiness Assessments, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Dynamics, Windows Server, Apple Safari, Mac OS, Archer, Caseware, Visio, Lotus Notes, Crystal Reports, Cognos, Impromptu, SEI Trust 3000, Elan, Jack Henry, Unix Operating Systems, Antivirus, Microsoft Technologies, ProSystem fx Tax
Education
Saint John Fisher College 1988 — 1992
MBA, Management
St. John Fisher College
BS, Communications
Keller Technology Corporation February 2004 - Present
Freed Maxick CPAs, P.C. December 2002 - February 2004
Lougen Valenti Bookbinder & Weintraub LLP July 2000 - December 2002
BDO USA, LLP June 1996 - June 2000
Skills
Family Business, Financial Systems..., Financial Reporting, Corporate Tax, Spreadsheets, Notary Public, Internal Controls, CPA, Tax Preparation, Tax Accounting, GAAP, Accounting, Auditing, Tax Returns, General Ledger, QuickBooks, Income Tax, Account Reconciliation, Budgets
Education
Canisius College 1989 — 1997
BS, Accounting, cum laude
Trocaire College November 2014 - Present
Bicycle Creative August 2014 - October 2014
Freed Maxick CPAs, P.C. June 2013 - August 2014
Freed Maxick CPAs, P.C. February 2010 - June 2013
Buffalo Niagara Partnership August 2008 - February 2010
ID Media November 2006 - August 2008
Avon Products, Inc. North America February 2006 - November 2006
Jones Apparel Group 2002 - 2006
Christian Dior Couture January 2002 - June 2002
Giorgio Armani January 2000 - August 2000
Skills
corporate branding, strategy development, marketing and PR..., social media marketing, Copywriting, corporate communications, employee relations, community relations, Public Relations, Digital Marketing, Digital Media, Creative Writing, Website Management, Website Administration, Website Building, website copy, Website Redesign, Corporate Identity, Corporate Social..., Special Events, Networking Events, Internal Communications, Social Media Relations, Social Media Marketing, Social Media Development, Social Media Outreach, Publicity, Public Speaking, Speech Writing, Website Development, Nonprofit Consulting, Webmaster Services, Corporate Communications, Social Media, Event Planning, Media Relations, Press Releases, Blogging, Social Networking, Facebook, Advertising, Writing, Marketing Strategy, New Media, Content Strategy, Marketing Communications, Community Outreach, Strategic Communications, Online Marketing, Integrated Marketing
Education
Canisius College 2012 — 2012
Center for Professional Development, Young Professionals Leadership Certificate program- Inaugural class
Fashion Institute of Technology 1998 — 2003
Bachelor of Science, Advertising and Marketing Communications
Roswell Park Cancer Institute 2015 - Present
National Air Cargo, Inc. 2012 - 2015
Freed Maxick CPAs, P.C. 2012 - 2012
Price Waterhouse Coopers 2009 - 2012
Skills
Financial Reporting, Hedge Accounting, Financial Analysis, Internal Controls, US GAAP, SEC filings, Auditing, External Audit, GAAP, CPA, Sarbanes-Oxley Act, IFRS, Sarbanes-Oxley, Consolidation, Financial Accounting, Accounting, Cost Accounting, Assurance, Account Reconciliation, SEC Filings
Education
John Carroll University 2005 — 2009
Accountancy
New Era Cap June 2012 - Present
Freed Maxick CPAs, P.C. September 2008 - June 2012
Skills
Internal Audit, Internal Controls, COSO Framework, Auditing, Financial Accounting, Financial Analysis, Business Process..., Business Process Design, Business Process Mapping, Accounting, Financial Reporting
Education
St. Bonaventure University 2007 — 2008
Master of Business Administration (MBA), Accounting
St. Bonaventure University 2004 — 2007
Bachelor of Business Administration (BBA), Accounting
CannonDesign October 2014 - Present
Architectural Resources PC September 2013 - October 2014
Freed Maxick CPAs, P.C. October 2011 - September 2013
Lustig & Brown, LLP 2001 - 2007
Strippit, Inc., a Unit of Idex Corp. 1995 - 1997
Dopkins & Company, LLP 1988 - 1993
Skills
CPA, GAAP, Financial Accounting, Financial Reporting, Accounting, Auditing, Internal Controls, Financial Analysis, Management, Tax, Finance, Leadership, Strategic Planning, General Ledger, Sarbanes-Oxley Act
Education
Niagara University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Brisbane Consulting Group August 2013 - Present
Dannible & McKee, LLP July 2012 - July 2013
Freed Maxick CPAs, P.C. January 2012 - April 2012
Colton RV June 2006 - January 2012
Skills
Tax Preparation, Tax, Accounting, Auditing, Tax Accounting, US GAAP, Financial Reporting, Finance, Tax Returns, Strategic Planning, General Ledger, Financial Planners, Microsoft Office, Business Planning, Strategic Financial..., Corporate Tax, Payroll, Business Valuation, Forensic Accounting, Financial Planning
Education
Niagara University 2011 — 2012
Master of Business Administration (MBA), Accounting & Finance
Niagara University 2008 — 2011
Bachelor of Business Administration (BBA), Accounting
Freed Maxick CPAs, P.C. October 2012 - April 2015
AFK Applications Inc January 2012 - April 2013
Mascaro Holdings April 2007 - October 2012
Empire Funding Services January 2011 - September 2012
Skills
Business Strategy, Negotiation, SEO, Management, Accounting, Google Adwords, Google Analytics, Financial Analysis, Auditing, Financial Accounting, Microsoft Office, Financial Reporting, GAAP, Property Management, Microsoft Excel
Education
Niagara University 2011 — 2012
Master of Business Administration (MBA), Accounting
Niagara University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
ITT Educational Services, Inc. September 2015 - Present
ISACA July 2015 - Present
DFAS November 2014 - Present
DFAS June 2010 - November 2014
DFAS April 2014 - August 2014
DoD Inspector General March 2006 - June 2010
Freed Maxick CPAs, P.C. March 2005 - March 2006
Alliance for Audited Media (formerly Audit Bureau of Circulations North America) March 2002 - February 2004
Skills
ACL, Certified Internal..., Certified Fraud Examiner, Auditing, Internal Audit, External Audit, IT Audit, Teammate, Certified Government..., Internal Controls, Segregation of Duties, NIST, Certified Internal..., Information Systems, Business Process, COSO, FISMA, Information Technology, ITGC, CISA, Risk Management, Consulting, Process Improvement, Access, Analysis, Accounting, Financial Reporting
Education
Robert Morris University 2014 — 2017
Doctor of Science (D.Sc), Information Systems and Communication
Robert Morris University 2003 — 2005
Masters (MBA), Business Administration
Allegheny College 1994 — 1998
Bachelor of Arts (B.A.), Economics/Finance
The Bonadio Group January 2015 - Present
Freed Maxick CPAs, P.C. September 2012 - January 2015
Katzman & Weinstein March 2010 - December 2010
Camp Whitman 2008 - 2010
Skills
Accounting, Tax Preparation, Tax Accounting, Income Tax, Sales Tax, CPA, Time Management, Fixed Assets, Tax Returns, Corporate Tax, ProSystem fx Tax, International Tax, Financial Accounting
Education
Michigan State University - The Eli Broad Graduate School of Management 2011 — 2012
Master of Science (MS), Accounting
State University of New York College at Old Westbury 2007 — 2010
Bachelor of Science, Accounting
Freed Maxick CPAs, P.C. May 2015 - Present
Cheeburger Cheeburger May 2011 - April 2015
Canisius College August 2014 - January 2015
Freed Maxick CPAs, P.C. May 2014 - August 2014
Citi April 2013 - August 2013
Uni-Select USA June 2012 - August 2012
Abercrombie & Fitch February 2009 - August 2010
Skills
Financial Accounting, Cost Accounting, OnBase, SAP, Microsoft Excel, Microsoft Access, ColdFusion, SQL, Microsoft Word, POS, Visio, Interpersonal Skill, Internal Controls
Education
Canisius College 2014 — 2015
Master of Business Administration (MBA), Accounting
Canisius College 2010 — 2014
Bachelor Degree of Science, Accounting and Accounting Information Systems
Freed Maxick CPAs, P.C. May 2015 - Present
Proactive Communications Inc. August 2011 - August 2013
DRS Technologies, Inc. April 2011 - August 2011
Cox Communications December 2003 - April 2011
DanTech Inc. January 2003 - June 2007
Skills
Routers, Information Security, VSAT, DNS, Telecommunications, TCP/IP, Software Installation, Information Technology, DHCP, Switches, VoIP, IP, Hardware, Troubleshooting, Active Directory, CCNA, Cabling, Cisco IOS, Cisco Routers, Cisco Technologies, Computer Network..., Firewalls, LAN-WAN, Laptops, Network Administration, Network Design, Network Engineering, Network Security, Networking, Routing, Satellite, Satellite Communications, Security, Servers, System Deployment, Technical Support, VPN, WAN, Windows, Windows Server, Wireless, Wireless Networking
Education
ECPI University 2001 — 2003
Associate of Science (AS), Computer and Information Sciences, Networking
Kaplan University
Lafayette High School
Freed Maxick CPAs, P.C. July 2015 - Present
Dansa & D'Arata LLP February 2012 - July 2015
Skills
Accounting, Auditing, Tax Preparation, Tax, Project Planning, Financial Audits, Income Tax, Consulting, Assurance, Finance
Education
Niagara University 2012 — 2013
Master of Business Administration (MBA), Accounting
Niagara University 2008 — 2012
Bachelor's degree, Accounting
Freed Maxick CPAs, P.C. September 2014 - Present
St. John Fisher College September 2014 - Present
R.L. Jeffres & Sons, Inc. May 2010 - August 2010
Skills
Tax Preparation, Agriculture, Attention To Detail, Corporate Tax, ProSystem fx Tax, Tax, Tax Research, Microsoft Excel, QuickBooks, Organization, Bookkeeping, Financial Reporting, Accounts Receivable, Accounts Payable
Education
University of Denver 2013 — 2014
Master's of Taxation, Taxation
St. John Fisher College 2012 — 2013
Master of Business Administration (MBA), Accounting
Saint John Fisher College 2008 — 2012
Bachelor's degree, Accounting, Cum Laude
Tronconi Segarra & Associates LLP November 2013 - Present
Freed Maxick CPAs, P.C. December 2010 - November 2013
The New York State Department of Taxation and Finance June 2009 - December 2010
Skills
CPA, ProSystem fx Tax, RIA, CCH Intelliconnect, Microsoft Excel, Microsoft Word
Education
Canisius College 2005 — 2009
Bachelor's degree, Accounting
Freed Maxick CPAs, P.C. September 2004 - Present
Skills
Governmental &..., Team Leadership, Auditing, CPA, Internal Controls, Financial Reporting, GAAP, Accounting, External Audit, Account Reconciliation, Nonprofits, Tax Preparation
Education
Nazareth College of Rochester 2000 — 2004
Bachelor of Science (B.S.), Accounting
Freed Maxick CPAs, P.C. September 2014 - Present
Tara Cares June 2011 - January 2014
C.A.S.H. Coalition January 2012 - April 2012
The Roycroft Inn May 2009 - January 2011
Skills
Accounting, Tax, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Bookkeeping
Education
Canisius College 2013 — 2014
Master's in Forensic Accounting
SUNY Brockport 2009 — 2013
B.S. in Accounting, 3.79
East Aurora High School
Freed Maxick CPAs, P.C. December 2007 - Present
International Motion Control, Inc. March 2005 - November 2007
Henry Schein 2000 - 2005
Henry Schein 2000 - 2005
Skills
ASC 740 - Accounting..., Consolidated Returns, Large Multi-National..., International Tax, Mergers and Acquisitions, Oil and Gas Taxation..., State and Local Taxation, Microsoft Excel, Domestic and..., Domestic and..., Tax Consulting and..., Tax Audit Representation, Income Tax, Accounting, FIN 48, Tax
Education
Long Island University, C.W. Post Campus 2002 — 2004
Master's degree, Taxation
Canisius College 1993 — 1997
Bachelor of Science (BS), Accounting
Freed Maxick CPAs, P.C. July 2007 - Present
Education
Saint Martin's University
BA, Accounting
Saint Martin's University
BA, Accounting
Freed Maxick CPAs, P.C. August 2004 - Present
Brock, Schechter & Polakoff, LLP 2000 - 2004
Nowicki & Company, LLP October 1991 - May 2000
Skills
Tax, Accounting, Estate Planning, Financial Reporting, GAAP, Financial Statements, Income Tax, CPA, Corporate Tax, Tax Preparation, Partnership Taxation, Tax Accounting, Tax Returns
Education
Rochester Institute of Technology 1981 — 1985
B.S., Accounting
Lumsden & McCormick, LLP September 2007 - Present
Freed Maxick CPAs, P.C. September 2004 - September 2007
Lumsden & McCormick, LLP September 1996 - September 2004
BKD CPAs & Advisors January 1995 - June 1996
Skills
Tax, Estate Planning, Gift Tax, Taxation of Trusts, Succession Planning, Private Foundations, CPA, Tax Preparation, High Net Worth..., Corporate Tax, Tax Accounting, Income Tax, Tax Returns, General Ledger, QuickBooks, Financial Statements, Payroll, Accounting
Education
Evangel University 1990 — 1994
Bachelor's Degree, Accounting and Managment
DeForest High School 1986 — 1990
Davie Kaplan, CPA, P.C. 2011 - Present
Freed Maxick CPAs, P.C. 2009 - 2011
Gray Certified Public Accounting 1993 - 2008
Skills
Tax, Trust Services, Accounting, Income Tax, Trusts, Partnership Taxation, High Net Worth..., Personal Income Tax..., Tax Preparation, CPA, Tax Accounting, Private Foundations, Charitable Trusts, Estate & Gift Taxation
Education
Alfred State College - SUNY College of Technology
Business Administration
State University of New York College at Brockport
Accounting
Sterling National Bank December 2014 - Present
John D. Crawford, CPA October 2014 - Present
CBIZ August 2014 - October 2014
John D. Crawford, CPA April 2012 - August 2014
Freed Maxick CPAs, P.C. June 2013 - December 2013
CIT 2002 - 2012
CIT 1996 - 2002
Skills
Financial Reporting, Financial Advisory..., Quality of Earnings..., M&A experience, Finance, Mergers & Acquisitions, Due Diligence, Internal Controls, Strategic Financial..., Cash Flow, Auditing, Valuation, Accounting, Financial Accounting, Risk Management, Internal Audit, Forecasting, Private Equity, SEC filings, Financial Services, Credit, Banking, Project Finance, Corporate Governance, Equities, Tax, Strategy, Investment Advisory...
Education
Kean University
Bachelor's degree, Accounting and Finance
Pace University
MS, Finance & Investment Management
Canisius College August 2014 - Present
Deloitte June 2014 - August 2014
Freed Maxick CPAs, P.C. June 2013 - July 2013
Skills
Accounting, Auditing, Financial Reporting, IFRS, Internal Controls, GAAP
Education
Canisius College 2014 — 2015
Master's Degree, Forensic Accounting
Canisius College 2010 — 2014
Bachelor's Degree, Accounting, Finance, and Accounting Information Systems
M&T Bank June 2013 - Present
ISACA WNY January 2014 - Present
Freed Maxick CPAs, P.C. June 2008 - June 2013
AAA Timberline Inc. June 2003 - May 2008
Skills
IT Audit, CISA, CISSP, SSAE 16, Risk Management, SOX, Network Security, Change Management, Payment Card Industry..., Vulnerability Scanning, Penetration Testing, Disaster Recovery, Segregation of Duties, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Sarbanes-Oxley, Internal Audit
Education
Canisius College 2007 — 2008
MBA, Accounting
Canisius College 2003 — 2007
BS, Accounting, Accounting Information Systems
St. Joseph's Collegiate Institute 1999 — 2003
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
Spinneybeck August 2013 - Present
Freed Maxick CPAs, P.C. October 2010 - July 2013
Freed Maxick CPAs, P.C. June 2008 - July 2009
Skills
Auditing, GAAP, Internal Controls, Financial Reporting, Accounting, Tax, Financial Accounting, Tax Preparation, CPA, Business Analytics, Financial Statement..., Account Reconciliation, Compilation Of..., Financial Statement...
Education
Niagara University 2006 — 2010
BBA, MBA, Accounting
Citi September 2013 - Present
Mark IV, LLC December 2012 - September 2013
Freed Maxick CPAs, P.C. July 2010 - December 2012
Freed Maxick CPAs, P.C. July 2009 - July 2010
Freed Maxick CPAs, P.C. January 2007 - July 2009
LoVullo Associates, Inc. February 2006 - January 2007
Skills
Tax, Tax Credits, Multi-state tax returns, Corporate Tax, Partnership Taxation, Microsoft Office, Research, Financial Analysis
Education
Daemen College 2003 — 2006
B.S., Accounting
Capital One January 2015 - Present
Delaware North Companies May 2012 - January 2015
Delaware North Companies October 2009 - May 2012
Delaware North Companies June 2007 - October 2009
Freed Maxick CPAs, P.C. September 2004 - June 2007
Rich Products Corporation May 2003 - September 2004
Skills
Certifed Public..., Financial Reporting, Accounting, Auditing, Internal Controls, Financial Analysis, Financial Accounting, Budgets, Finance, Forecasting
Education
Canisius College 2000 — 2004
Bachelor's degree, Accounting
IIMAK April 2014 - Present
M&T Bank October 2013 - April 2014
Freed Maxick CPAs, P.C. May 2007 - October 2013
Plante Moran January 2005 - April 2007
Skills
Auditing, Financial Accounting, Internal Controls, CPA, GAAP, US GAAP, Sarbanes-Oxley Act, Assurance, SEC filings, Financial Analysis, Tax, SEC Filings, Internal Audit, Financial Statements, Corporate Tax
Education
Oakland University 2001 — 2004
Bachelor of Science (BS), Accounting and Business/Management
SUNY Brockport 1999 — 2001
Freed Maxick CPAs, P.C. July 2014 - Present
Freed Maxick CPAs, P.C. September 2013 - June 2014
McGladrey October 2012 - September 2013
McGladrey November 2010 - October 2012
Skills
US GAAP, Assurance, SEC filings, CPA, Financial Statements, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, External Audit, SEC Filings
Education
Northeastern University 2010 — 2011
Master of Science (M.S.), Accounting
Boston College 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
The Office of New York State Assemblyman Sean Ryan September 2015 - Present
Canisius College August 2015 - Present
Freed Maxick CPAs, P.C. May 2015 - August 2015
West Herr Automotive Group June 2012 - May 2015
Wendt USA, LLC June 2010 - June 2012
Education
Canisius College 2012 — 2016
B.S.(s), Accounting and Accounting Information Systems
New Perspectives Fitness July 2014 - Present
HSBC Bank USA, NA May 2013 - Present
HSBC June 2003 - Present
HSBC Bank USA, NA June 2008 - May 2013
HSBC Bank USA, NA November 2004 - June 2008
HSBC Bank USA, NA June 2003 - November 2004
Freed Maxick CPAs, P.C. May 2000 - June 2003
American Alarm Service, Inc. 1999 - 2000
Skills
Microsoft Office, Business Objects, JD Edwards, Cognos, Governance, Banking, Risk Management, User Acceptance Testing, Retail Banking, Quality Center, Business Analysis, SDLC, Credit, Credit Risk, Financial Risk, Loans, Requirements Analysis, Mortgage Lending, Finance, Analysis, Internal Audit, Auditing, Management, Accounting
Education
St. John Fisher College 1991 — 1994
Bachelor's Degree, Business Administration and Management, General, 3.94
Canisius College
Master of Business Administration (M.B.A.), Professional Accounting, 4.0
Centennial Contractors August 2015 - Present
RW Dake & Co., Inc. April 2014 - July 2015
Freed Maxick CPAs, P.C. October 2013 - April 2014
Centennial Contractors August 2012 - October 2013
Centennial Contractors May 2009 - August 2012
Skills
Project Management, CPM Scheduling, AutoCAD, LEED projects, Job Order Contracting, Pre-construction, Contract Management, Government Contract..., Estimating, Construction Cost..., Construction Management, Construction..., Cost Segregation, Value Engineering, Quality Management, Sustainability, Subcontracts Management, Project Scope..., OSHA 30-Hour, MS Project, Construction, Submittals, Subcontracting, Facilities Management, Project Estimation, Microsoft Project, Scheduling
Education
East Carolina University 2004 — 2009
Bachelor of Science (BS), Construction Management
Freed Maxick CPAs, P.C. October 2013 - Present
Freed Maxick CPAs, P.C. June 2012 - August 2012
Edward J. Bysiek, CPA July 2011 - May 2012
AT&T Premier Technologies July 2008 - August 2011
St. Bonaventure University School of Business October 2010 - July 2011
Skills
QuickBooks, Internal Controls, Auditing, Time Management, Accounting, Tax Preparation, Finance, Peachtree, Financial Accounting, Financial Reporting
Education
St. Bonaventure University 2008 — 2013
Dual Degree 5; BBA/MBA, year Accounting
Saint Bonaventure University 2008 — 2012
Bachelor's degree, Accounting
Freed Maxick CPAs, P.C. October 2014 - Present
United States Army Reserve July 2009 - January 2011
US Army July 2004 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Teaching, Leadership, Higher Education, SEO, Access
Education
Canisius College 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance, 3.62
SUNY Binghamton 2009 — 2011
Bachelor of Arts (BA), Mathematics, 3.77
Niagara County Community College 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Math and Science, 3.89
Freed Maxick CPAs, P.C. October 2014 - Present
Skills
Accounting, Tax, Microsoft Excel, Testing, Process Improvement, Management, Financial Accounting, Financial Reporting, Financial Analysis, Corporate Tax, Troubleshooting, Six Sigma, Analysis, Lean Manufacturing, Electronics, Automation, Procurement, Project Planning, Tax Research, GAAP, Cost Segregation, MACRS Depreciation
Education
University of North Carolina at Charlotte
Master's Degree, Accounting and Taxation
State University of New York College at Brockport
Master's Degree, History
Roberts Wesleyan College
Bachelor's Degree, Humanities
ITT Technical Institute-Getzville
Associate's Degree, Computer and Electronics Technology
Freed Maxick CPAs, P.C. AssurancePwCDecember 2011 - September 2014
Citibank October 2008 - December 2011
M&T Bank August 2005 - August 2006
Skills
Financial Modeling, Financial Analysis, Fixed Income, Derivatives, Portfolio Management, Banking, Risk Management, Corporate Finance, VBA, Finance, Quantitative Analytics, Due Diligence, Business Analysis, Microsoft Excel, Data Analysis, Internal Audit
Education
Canisius College 2008 — 2011
Master of Business Administration (MBA), Accounting
Canisius College 2006 — 2007
Master of Business Administration (MBA), Finance
State University of New York at Binghamton 2001 — 2005
Bachelor of Arts (BA), Economics, History
Freed Maxick CPAs, P.C. January 1980 - Present
Skills
Strategic Planning, Management Consulting, Financial Analysis, Asset Based Lending, Risk Management, Valuation, Mergers & Acquisitions, Accounting, Auditing, Management, Tax, Finance, Tax Preparation, Business Valuation, Business Strategy, CPA, Corporate Tax, Budgets, SEC filings, Internal Controls, Financial Reporting, GAAP, Financial Accounting
Education
Canisius College 1964 — 1968
Bachelors Accounting, Accounting and Finance
Freed Maxick CPAs, P.C. 1980 - Present
Skills
Litigation Support, SEC accounting and..., Forensic accounting, Strategic Planning, acquisition analysis, Contract Negotiation, Accounting, Financial Accounting, Auditing, Tax, Corporate Tax, Corporate Tax Planning, taxation, Wealth Preservation..., Estate Planning, Estate Tax Planning
Education
Niagara University
Bachelor of Science in Business Administration
MC-Five Mile June 2015 - Present
Doral Bank March 2013 - Present
The Hamister Group February 2011 - March 2013
Golden Griffin Fund, LLC May 2010 - December 2010
KPMG US June 2010 - August 2010
Lactalis American Group September 2008 - June 2010
Freed Maxick CPAs, P.C. June 2008 - August 2008
Seal & Design Inc April 2008 - June 2008
John P Whitty CPA PC January 2008 - April 2008
Financial Trust Federal Credit Union May 2007 - December 2007
Skills
Financial Modeling, Real Estate Financing, Real Estate, Due Diligence, Finance, Valuation, Auditing, Financial Analysis, Capital Markets, Investments, Bloomberg Terminal, Sales, Corporate Finance, Commercial Real Estate, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Portfolio Management, Real Estate Transactions, Market Research, Forecasting, Real Estate Investor, Equity Research, Investment Properties, Hospitality, Hotels, SharePoint, Banking, Accounts Payable, Equities, Accounting, Mergers & Acquisitions, Retirement Homes, Real Estate Private..., Real Estate Investment, Credit Analysis, Demographic Research, Assisted Living, Senior Housing, Acquisitions, Building Relationships, Leadership, Motivated self-starter, Distressed Debt, Underwriting, Loan Sales
Education
Canisius College 2006 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Canisius High School 2002 — 2006
Freed Maxick CPAs, P.C. December 2002 - Present
Sodexho Altys March 2001 - December 2002
Tops Markets August 1997 - June 2001
Skills
Corporate Tax, Multi-state tax returns, Tax, Sales Tax
Education
Canisius College 1995 — 2001
MBA & BS, Accounting
OLBS
OLBS
OLBS
Freed Maxick CPAs, P.C. July 2006 - August 2015
Millennium Computers 2003 - 2006
Skills
Accounting, Customer Service, Microsoft Office, Security, Team Leadership, Windows, Windows 7, Troubleshooting, Project Management, Technical Support, Leadership, Computer Hardware
Education
Genesee Community College 2001 — 2003
Associate, Computer Systems and Networking Technology
Freed Maxick CPAs, P.C. October 2014 - Present
Paychex July 2013 - October 2014
Victoria's Secret Pink September 2013 - July 2014
Victoria's Secret January 2013 - July 2013
Paychex October 2012 - July 2013
Macy's May 2010 - January 2013
Superior Group September 2012 - October 2012
Superior Group August 2012 - September 2012
The Fund for Geneseo August 2011 - July 2012
The Fund for Geneseo August 2009 - May 2012
Skills
Management, Training, Payroll, Employee Benefits, Coaching, Finance, Fundraising, Call Centers, Customer Retention, Time Management, Retail, Leadership
Education
Canisius College 2013 — 2015
Master's of Science, Forensic Accounting, 3.7
State University of New York College at Geneseo 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting, Legal Studies
Iroquois High School 2004 — 2008
Advaced Regents Degree
Chipotle Mexican Grill August 2015 - Present
Old Man River May 2009 - Present
Freed Maxick CPAs, P.C. July 2014 - May 2015
Firehouse Subs November 2013 - May 2014
Lumsden & McCormick, LLP February 2013 - April 2013
Niagara University January 2011 - December 2012
Skills
Tax Returns, Personal Income Tax..., Organization, Cost Accounting, Microsoft Excel, Teamwork, Accounting, Microsoft Office, Time Management, PowerPoint, Microsoft Word, Team Leadership
Education
Niagara University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
Niagara University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Cardinal O'Hara High School 2005 — 2009
High School Diploma
CapitalSource August 2002 - Present
Freed Maxick CPAs, P.C. 2001 - 2001
Brock, Schechter & Polakoff, LLP 1998 - 2001
US Army 1991 - 1993
Skills
Underwriting, Asset Based Lending, Credit Analysis, Commercial Lending, Loans, Credit, Portfolio Management, Financial Analysis, Risk Management, Commercial Banking, Financial Risk, Credit Risk, Banking, Financial Modeling, Enterprise Risk...
Education
Canisius College 1996 — 1998
Bachelor's degree, Accounting
Hilbert College 1994 — 1996
Associate's degree, Accounting
Freed Maxick CPAs, P.C. January 2009 - Present
Education
Rochester Institute of Technology
MBA, Accounting
St. John Fisher College
BS, Mathematics
Freed Maxick CPAs, P.C. January 1998 - Present
Skills
Mergers, Business Valuation, GAAP, Income Tax, Auditing, Consulting, Mergers & Acquisitions, Tax, Corporate Tax, CPA
Education
Canisius College 1993 — 1997
BS, Accounting
Freed Maxick CPAs, P.C. January 1985 - Present
Skills
Corporate Tax, Accounting, Internal Controls, GAAP, Financial Reporting, CPA, Tax, Auditing, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Financial Accounting, SEC filings, US GAAP, SEC Filings, Financial Analysis
Education
Alfred University 1977 — 1981
bs, accounting
Freed Maxick CPAs, P.C. July 2015 - Present
AMA Rochester July 2012 - Present
Flower City Down Syndrome Network February 2011 - Present
NYSSCPA - Rochester Chapter YCPAs January 2011 - Present
RocCity Coalition January 2011 - Present
Freed Maxick CPAs, P.C. September 2008 - Present
Tronconi Segarra & Associates LLP June 2005 - September 2008
URS Corporation June 2004 - May 2005
Skills
Accounting, Financial Reporting, Internal Controls, Tax, Auditing, US GAAP, Corporate Tax, GAAP, Sarbanes-Oxley Act, SEC filings, Tax Preparation, Income Tax, CPA, Tax Accounting, SEC Filings, Financial Statements
Education
Canisius College 2002 — 2006
BS, Accounting
Canisius College 2002 — 2006
BS, Accounting Information Systems
GE Capital Healthcare Financial Services July 2014 - Present
GE Capital - Healthcare Financial Services January 2009 - July 2014
GE Capital Healthcare Financial Services October 2005 - January 2009
Freed Maxick CPAs, P.C. January 2004 - October 2005
GE Capital Healthcare Financial Services March 1998 - January 2004
Angelo Maldonado, CPA June 1996 - March 1998
Skills
Financial Analysis, Financial Modeling, Underwriting, Due Diligence, Corporate Finance, Finance, Risk Management, Portfolio Management, Valuation, Credit Analysis, Credit, Credit Risk, Revenue Cycle
Education
Alfred State College - SUNY College of Technology
Associate of Arts and Sciences (A.A.S.), Accounting
Canisius College
BS, Accounting
Freed Maxick CPAs, P.C. October 2011 - Present
HSBC Mortgage Services September 2010 - April 2011
Niagara University September 2007 - May 2010
Skills
GAAP, Financial Reporting, Auditing, Internal Controls, General Ledger, Financial Statements, Account Reconciliation, Financial Analysis, CPA, Microsoft Excel, Cash Flow, Fixed Assets, Accounting
Education
Niagara University 2010 — 2011
Master of Business Administration (MBA), Accounting
Niagara University 2006 — 2010
Bachelor of Business Administration (B.B.A.) - Accounting, Accounting - Fraud Examination and Economic Crime
VF Corporation May 2012 - Present
Barclays Capital August 2008 - May 2012
Lehman Brothers 2007 - 2007
M&T Bank January 2002 - July 2006
Freed Maxick CPAs, P.C. 2001 - 2002
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Due Diligence, Mergers, Capital Markets, Investments, Credit Analysis, Finance, Risk Management, Credit Risk, Credit, M&A experience, Mergers & Acquisitions, Financial Institutions, Private Equity, Financial Structuring, Business Valuation
Education
Duke University - The Fuqua School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
London Business School 2007 — 2007
Exchange Program
State University of New York at Buffalo 2003 — 2004
Concentration, Accounting
University of Miami 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Freed Maxick CPAs, P.C. January 2007 - Present
Freed Maxick CPAs, P.C. January 2007 - Present
Freed Maxick & Battaglia, CPAs January 2007 - June 2009
Local Big 4 Accounting Firm August 2004 - December 2006
Skills
Tax, Accounting, Auditing
Education
Rochester Institute of Technology 2000 — 2004
WS
Freed Maxick CPAs, P.C. June 2013 - Present
Freed Maxick CPAs, P.C. July 2011 - June 2013
PricewaterhouseCoopers 2005 - June 2011
Toski, Schaefer & Company January 2004 - April 2005
Skills
CPA, Financial Accounting, Healthcare Management, Managerial Finance, Revenue Cycle, US GAAP, Microsoft Office, External Audit, Sarbanes-Oxley, Corporate Finance, Mergers, Microsoft Word, PowerPoint
Education
Canisius College 1999 — 2003
Bachelor of Science, Accounting / Accounting Information System
Freed Maxick CPAs, P.C. October 2012 - Present
Medaille College December 2011 - October 2012
Medaille College August 2010 - December 2011
Medaille College August 2010 - May 2011
Seevast Corp July 2006 - January 2009
M&T Bank September 2005 - July 2006
PricewaterhouseCoopers September 2001 - September 2005
Skills
Accounting, Internal Controls, Auditing, Financial Reporting, US GAAP
Education
Buffalo State College 2010 — 2011
MS, Higher Education & Student Affairs Administration
SUNY Geneseo 1998 — 2001
BS, Accounting
Michigan State University 1996 — 1998
Accounting/Finance
First Niagara Bank 2004 - Present
HSBC Bank September 1987 - 2004
Freed Maxick CPAs, P.C. 1984 - 1987
Skills
Commercial Lending, Commercial Banking, Loans, AML, Treasury Management, Certified Public..., CPA, Credit Risk, Finance, Credit, Cash Management, Small Business Lending, Credit Analysis, Mortgage Lending, Banking, Loan Origination, Lines Of Credit, Asset Based Lending, Commercial Mortgages
Education
Canisius College 1979 — 1983
Bachelor of Science, Accounting
Freed Maxick CPAs, P.C. September 1984 - Present
Skills
Waste Reduction, Profit & Loss Management, Healthcare Management, Income Statement, Healthcare, Management, Business Planning, P&L Management, Financial Analysis, Strategic Planning, Financial Accounting, Internal Controls, Budgets, Tax, Due Diligence, Leadership, Mergers & Acquisitions, Process Improvement, CPA, Change Management, Auditing, Negotiation, Nonprofits, Home Care, Accounting, Financial Reporting, GAAP, Mergers, Managerial Finance, Finance
Education
Canisius College 1972 — 1976
Bachelors of Science, Accounting
St Joseph's Collegiate Institute
Jabil May 2015 - Present
PwC July 2013 - April 2015
PricewaterhouseCoopers January 2007 - July 2013
Freed Maxick CPAs, P.C. January 2005 - August 2006
Skills
Tax, Accounting, US GAAP, Auditing, CPA, Financial Accounting, Expatriate Management, Expatriate Tax, Asset Based Lending, International Tax, Global Mobility
Education
Robert Morris University 2006 — 2007
Accounting Certificate, Accounting
Washington and Jefferson College 1998 — 2002
Bachelor of Arts (BA), Business/Human Resources
Ruby Tuesday October 2014 - Present
Bloomin' Brands, Inc. February 2014 - August 2014
Bloomin' Brands, Inc. 2007 - 2014
Bloomin' Brands, Inc. (Formerly OSI Restaurant Partners, Inc.) 2003 - 2007
Protiviti 2002 - 2003
Arthur Andersen Business Consulting 1999 - 2002
Livingston & Haynes, PC 1996 - 1999
Innovasive Devices, Inc. 1995 - 1996
PricewaterhouseCoopers 1994 - 1995
Freed Maxick CPAs, P.C. 1993 - 1994
Skills
Internal Audit, SOX, Enterprise Risk..., Risk Assessment, Internal Controls, IT Audit, Fraud Investigations, Accounting, Audit, Compliance, Risk, Sarbanes-Oxley Act, Auditing, Sarbanes-Oxley, Financial Reporting, Fraud, Executive Management, CPA, GAAP, US GAAP, Financial Accounting, Assurance, Variance Analysis, Financial Analysis, External Audit, Due Diligence, General Ledger, Account Reconciliation, Big 4, Cash Management, Financial Audits, Consolidation, SAP Implementation, Management, Finance, Leadership, Analysis, Financial Statements, Training, Process Improvement, Risk Management, P&L, Business Process, Team Building, Corporate Governance, Business Process..., Vendor Relations, Vendor Relationship...
Education
Alfred University 1989 — 1993
Bachelor of Science (BS), Accounting
Erie County Medical Center July 2015 - Present
Freed Maxick CPAs, P.C. July 2014 - July 2015
Freed Maxick CPAs, P.C. July 2013 - June 2014
Freed Maxick CPAs, P.C. October 2010 - June 2013
Freed Maxick & Battaglia, CPAs June 2009 - August 2009
Freed Maxick & Battaglia, CPAs June 2008 - August 2008
Skills
Accounting, Tax Returns, Financial Reporting, Financial Accounting, Auditing, Financial Statements, Financial Analysis, CPA
Education
Niagara University 2009 — 2010
MBA, Accounting
Niagara University 2005 — 2009
BBA, Accounting
Webster Schroeder High School 2002 — 2005
Regents Diploma
Freed Maxick CPAs, P.C. February 2001 - Present
Freed Maxick ABL February 2000 - Present
Hibernia National September 1997 - November 1999
Skills
GAAP, Audit, Due Diligence, Accounting, Auditing, Financial Reporting, Financial Analysis, Internal Controls, SOX, Compliance, Financial Accounting, Quickbooks, Manufacturing, Small Business, Corporate Finance, Excel, Fraud Investigations, Certified Fraud Examiner, Microsoft Office, Microsoft Excel, Business Valuation, Fraud, US GAAP, QuickBooks, Asset Based Lending, Sarbanes-Oxley Act, Internal Audit
Education
Philadelphia University 1987 — 1990
MBA, Finance
Shippensburg University of Pennsylvania 1975 — 1979
BSBA, Accounting
Freed Maxick CPAs, P.C. May 2015 - Present
PwC July 2012 - May 2015
PwC February 2006 - July 2012
Suburban Hospital Healthcare System 2004 - February 2006
Skills
Auditing, Financial Reporting, Internal Controls, External Audit, US GAAP, Assurance, IFRS, Revenue Recognition, General Ledger, Financial Analysis, Non-profits, Internal Audit, SOX 404, SOX Compliancy, Risk Management, Accounting Research, Big 4, Financial Statements, COSO, Enterprise Risk..., Hyperion HFM, Cash Flow, FASB, GAAP, Sarbanes-Oxley Act
Education
Liberty University 1995 — 1999
B.S. Accounting, Accounting
Freed Maxick CPAs, P.C. October 2014 - Present
City of Buffalo July 2012 - October 2014
City of Buffalo September 2011 - July 2012
M&T Bank May 2006 - September 2011
Canisius College August 2008 - May 2009
Canisius College August 2007 - May 2009
M&T Bank May 2006 - January 2008
Skills
Accounting, Budgets, Analysis, Financial Analysis, Payroll, Accounts Payable, Accounts Receivable, Financial Statements, Management, Auditing, Customer Service, Financial Reporting, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Microsoft Office, Microsoft Excel, Microsoft Word, Finance, Leadership
Education
Canisius College 2010 — 2012
Masters, Forensic Accounting
Canisius College 2006 — 2010
Bachelor of Science, Accounting
Canisius College 2006 — 2010
Bachelor Science, Accounting Information Systems
Freed Maxick CPAs, P.C. July 2015 - Present
Freed Maxick CPAs, P.C. September 2013 - June 2015
T&E Associates September 2012 - September 2013
Protiviti August 2007 - September 2012
Binghamton University August 2006 - August 2007
Skills
CISA, Sarbanes-Oxley Act, IT Audit, Business Process..., Enterprise Risk..., Business Continuity, SDLC, Project Management, COBIT, SAP, Visio, Information Security, Vendor Management, Governance, Information Technology, IT Strategy
Education
Binghamton University 2004 — 2007
B.S., Management - Information Systems and Leadership/Consulting
Freed Maxick CPAs, P.C. July 2015 - Present
Delaware Soccer Club May 2011 - Present
Freed Maxick CPAs, P.C. July 2013 - July 2015
Freed Maxick CPAs, P.C. July 2012 - July 2013
Freed Maxick CPAs, P.C. October 2009 - July 2012
Freed Maxick CPAs, P.C. June 2008 - August 2008
Rich Products Corporation May 2006 - May 2008
Skills
GAAP, Auditing, Internal Controls, Financial Reporting, Accounting, Financial Accounting, Financial Analysis, CPA, Tax, Finance, Tax Preparation, General Ledger
Education
Canisius College 2008 — 2009
MBA, Accounting
Canisius College 2004 — 2008
BS, Accounting, Accounting Information Systems
First Niagara Bank May 2014 - Present
First Niagara Bank March 2004 - May 2014
Freed Maxick CPAs, P.C. June 2001 - March 2004
Skills
Credit Risk, Financial Analysis, Leadership, Credit Analysis, Commercial Lending, Asset Based Finance, Regulatory Requirements, Finance, Commercial Banking, Portfolio Management, Financial Risk, Credit, Management, Underwriting, Banking, Risk Management, Loans
Education
Canisius College 1997 — 2001
BA, Accounting
Avantair November 2011 - May 2012
Avantair February 2008 - November 2011
Gibraltar Industries 2003 - 2008
Gibraltar Industries 1998 - 2003
PricewaterhouseCoopers 1987 - 1998
Freed Maxick CPAs, P.C. 1984 - 1987
Skills
Strategic Planning, Operating Budgets, Mergers, Acquisitions, Acquisition Integration, System Implementations, Financial Reporting, Financial Analysis, Regulatory Requirements, Corporate Finance, Financial Modeling, Contract Negotiation, Public Equity Offerings, Financial Accounting, Team Leadership, Sarbanes-Oxley, Investor Relations, Business Planning, Accounting, Auditing, Due Diligence, Finance, Forecasting, Management, Managerial Finance, Mergers & Acquisitions, SEC filings, Sarbanes-Oxley Act, Strategy, Risk Management, US GAAP, Analysis
Education
Canisius College 1980 — 1984
Bachelor of Science (B.S.), Accounting
St. Francis High School
M&T Bank January 2015 - Present
Lancaster Jr. Redskins April 2015 - Present
USA Sled Hockey February 2014 - Present
HARBORCENTER October 2014 - February 2015
Freed Maxick CPAs, P.C. February 2011 - January 2015
Tax Technologies, Inc. January 2008 - March 2011
Skills
Tax, Accounting, Financial Reporting, Auditing, Financial Analysis
Education
Canisius College 2012 — 2013
Master's degree, Sports Administration
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK 2006 — 2009
Bachelor of Science in Business Administration, Accounting
St. John Fisher College 2005 — 2006
Accounting Concentration
Freed Maxick CPAs, P.C. August 1988 - Present
Skills
Cost Segregation, Federal Law, Tax, Corporate Tax, Income Tax, Tax Preparation, CPA, Tax Accounting, Tax Returns, Accounting, Sales Tax, State Tax, Tax Credits, Renewable Energy Credits, Energy Efficiency, GAAP, Internal Controls, SEC filings, Financial Analysis
Education
Niagara University 1985 — 1988
BBA, Accounting
Ashton Potter (USA) Ltd. 2003 - Present
Secure Products International 2007 - 2008
Quebecor World Buffalo 1998 - 2003
Sherwood Division of Harsco 1992 - 1998
Freed Maxick CPAs, P.C. 1987 - 1992
Skills
Budgets, Financial Reporting, Strategic Planning, Hyperion Enterprise, Microsoft Excel, Process Improvement, Accounting, Financial Analysis, Fixed Asset Management, FRx, Cost Accounting, Accounting Management, Cash Management, Human Resources, Benefits Administration, Company Administration, Account Management, Finance, Internal Controls, Leadership, Mergers, New Business Development
Education
Niagara University 1983 — 1987
Bachelor's degree, Accounting
Freed Maxick CPAs, P.C. June 2013 - January 2015
Drescher & Malecki June 2012 - July 2013
New York State Department of Taxation and Finance June 2009 - June 2012
Skills
Accounting, Auditing, Microsoft Excel, Financial Reporting, Financial Accounting, Financial Analysis, Internal Controls, Microsoft Office, Microsoft Word, PowerPoint, Sarbanes-Oxley Act, Tax, US GAAP, Internal Audit, IT Audit, SSAE 16, QuickBooks
Education
Canisius College 2010 — 2011
MBA, Professional Accounting
Canisius College 2006 — 2010
BA, Accounting/Accounting Information Systems
Freed Maxick CPAs, P.C. July 2013 - Present
Freed Maxick CPAs, PC June 2007 - June 2013
Barnes and Noble Campus Store January 2007 - September 2010
Freed Maxick & Battaglia, CPAs 2008 - 2009
Skills
CPA, Accounting, GAAP, Auditing, Financial Reporting, Financial Accounting, Fixed Assets, Financial Statements, General Ledger
Education
Niagara University 2006 — 2010
MBA, BBA, Accounting
Niagara University 2006 — 2010
Accounting
Roswell Park Cancer Institute June 2015 - Present
US Air Force Reserve February 1994 - Present
Dansville Dental Professionals, LLP January 2015 - May 2015
Freed Maxick CPAs, P.C. May 2014 - January 2015
Highland Hospital October 2011 - November 2013
Roswell Park Cancer Institute April 2009 - October 2011
University of Rochester Medical Center September 2004 - March 2009
Dana-Farber Cancer Institute May 2003 - August 2004
United States Air Force February 1990 - February 1994
Skills
Healthcare, Budgets, Program Management, Analysis, Healthcare Management, System Administration, Human Resources, Hospitals, Management, Leadership, Managed Care, Process Improvement, Clinical Research, Strategic Planning, Program Development, Administration, Leadership Development, Grants, EMR, Nonprofits, Recruiting, Policy, Medicine
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2002
MBA, Finance, Health Care Management
State University of New York at Buffalo 1997 — 1999
BA, Economics
Monroe Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Freed Maxick CPAs, P.C. December 2014 - Present
Stancil & Company July 2008 - December 2014
Gaines Kriner Elliott LLP January 2006 - June 2008
Skills
Tax, Corporate Tax, Income Tax, Auditing, Financial Reporting, GAAP, External Audit, Financial Statements, Assurance, Accounting, US GAAP, Account Reconciliation, Journal Entries, Financial Analysis, Financial Accounting, Tax Preparation, Tax Accounting, QuickBooks, Partnership Taxation, Sarbanes-Oxley Act, Bookkeeping, Cost Accounting, Internal Controls, Tax Returns, Sales Tax, CPA, General Ledger, Financial Audits, Variance Analysis, Internal Audit
Education
Daemen College 2002 — 2005
Bachelor of Science (BS), Finance/Accounting
Freed Maxick CPAs, P.C. July 2013 - Present
Tronconi Segarra & Associates LLP January 2007 - May 2013
Gaines Kriner Elliott 1994 - 2006
Skills
Tax Research, Tax, Auditing, Income Tax, Financial Reporting, Accounting, CPA, Tax Accounting, Corporate Tax, GAAP
Education
Daemen College 1985 — 1989
Accounting
Clover Management, Inc. July 1997 - Present
Freed Maxick CPAs, P.C. December 1993 - July 1997
Skills
Financial Analysis, Financial Reporting, Accounting, Team Building
Education
Canisius College 1986 — 1990
BS, Accounting
M&T Bank April 2015 - Present
Advocare October 2012 - Present
Freed Maxick CPAs, P.C. May 2012 - April 2015
Wegmans Food Markets June 2008 - June 2013
Lougen Valenti Bookbinder & Weintraub LLP February 2012 - April 2012
BNY Mellon May 2011 - August 2011
Skills
TaxWise, Lotus Notes, Microsoft Office, Auditing, Internal Audit, Analysis, Account Reconciliation, Data Entry, Tax Preparation, Outlook, Tax Accounting, Time Management, Internal Controls, Sarbanes-Oxley Act, Leadership, Leadership Development, PowerPoint, Accounting, Microsoft Excel, Microsoft Word, Public Speaking
Education
Niagara University 2009 — 2013
BBA/MBA, Accounting
Le Moyne College 2007 — 2011
Non-Matriculated
Bishop Grimes Prep Jr/Sr High School 2003 — 2009
Freed Maxick CPAs, P.C. December 2014 - Present
Newtrend Designs August 2012 - Present
Toastmasters International 2015 - 2015
Edinfocom, Corp. May 2012 - December 2014
Edinfocom, Corp. January 2010 - May 2012
International Institute of Buffalo June 2010 - September 2011
Western New York Peace Center January 2010 - June 2010
University at Buffalo June 2001 - June 2010
International Institute of Buffalo January 2009 - June 2009
Skills
Policy Analysis, Social Services, Non-profits, Research, Public Speaking, Data Entry, Event Planning, Teaching, Fundraising, Volunteer Management, Social Media, Nonprofits, Grants, International Relations, Training, Facebook, Community Outreach, Press Releases
Education
Canisius College 2014 — 2018
Master of Business Administration (M.B.A.)
Millard Fillmore College 2011 — 2011
Certificate, Paralegal
University at Buffalo 2006 — 2010
Bachelors, Political Science
Reger Holdings LLC July 2015 - Present
Freed Maxick CPAs, P.C. April 2013 - July 2015
Uni-Select USA May 2012 - April 2013
First Niagara Bank January 2011 - January 2012
Skills
Access, Accounts Payable, Loans, Mortgage Lending, SAP, FHA, Microsoft Excel, USDA, Program Management, Invoicing, Financial Analysis, Financial Modeling, Strategic Financial..., Credit
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
SUNY Fredonia 2007 — 2010
Bachelors, Business Finance
Freed Maxick CPAs, P.C. April 2015 - Present
Drescher and Malecki, LLP August 2013 - January 2015
Terrance Grant & Co. CPA January 2009 - August 2013
Skills
Accounting, Tax, GAAP, Tax Preparation, General Ledger, Income Tax, QuickBooks, Tax Returns, Corporate Tax, Financial Accounting, Auditing, Internal Controls, Account Reconciliation, Audit, Internal Audit, External Audit, GASB, Accounts Payable, Accounts Receivable
Education
Kaplan University 2012 — 2014
Master's degree, Accounting, 3.42 / 4.0 GPA
Kaplan University 2007 — 2012
Bachelor's degree, Accounting, 3.49 / 4.0 GPA
Freed Maxick CPAs, P.C. June 2014 - Present
Claims Recovery Financial Services October 2011 - June 2013
Claims Recovery Financial Services April 2011 - October 2011
Skills
Organized with Strong..., Time Management, Reliability, Learning Quickly, Written & Verbal...
Education
State University of New York College at Brockport 2013 — 2014
Bachelor of Science (BS), Accounting
SUNY Brockport 2007 — 2010
Bachelor of Science (BS), International Business
Genesee Community College 2007 — 2007
Bank of America July 2010 - Present
HSBC October 2009 - July 2010
Freed Maxick CPAs, P.C. August 2008 - March 2009
McGladrey January 2005 - August 2008
Bank of America October 2000 - January 2005
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Banking, Financial Risk, Risk Management, Operational Risk, Accounting, Auditing, Finance, Sarbanes-Oxley, SSAE 16, Reg AB, GAAP, CPA, Internal Controls, Employee Benefits, Sarbanes-Oxley Act
Education
Cal State Fullerton
Bachelor of Arts (B.A.), Accounting
Darryl J. Burdulis, CPA January 2014 - Present
Freed Maxick CPAs, P.C. January 2007 - December 2013
Kasperski Owen & Dinan CPAs LLC January 2005 - December 2007
Skills
Corporate Tax, S Coorporation Tax, Partnership Taxation, Business Tax Returns, Business Tax Planning, Personal Income Tax..., Personal Tax Planning, Tax Accounting
Education
Saint Bonaventure University 1965 — 1969
Bachelor of Business Administration (BBA), Accounting
Freed Maxick CPAs, P.C. July 2014 - Present
Chiampou Travis Besaw & Kershner October 2012 - July 2014
Counsel Financial Services May 2011 - September 2012
Education
Canisius College 2011 — 2012
Master of Business Administration in Accounting, Accounting
Canisius College 2007 — 2011
Bachelor's of Science, Accounting and Finance
AcuSport Corporation June 2014 - Present
Self-employed 2010 - June 2014
Biosite October 2009 - May 2010
Cardinal Health October 2003 - June 2009
AmerisourceBergen May 2000 - October 2003
OhioHealth February 1998 - May 2000
EY August 1993 - February 1998
Freed Maxick CPAs, P.C. January 1992 - August 1993
Arthur Andersen & Co. January 1991 - January 1992
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Lean Manufacturing, Leadership Development, Strategic Planning, Biotechnology, Budgets, Forecasting, ROI Management, Customer Profitability, Process Improvement, SAP, Accounts Receivable, Due Diligence, Mergers & Acquisitions, Consulting, SOX Compliancy, Change Management, Manufacturing, Medical Devices, Sarbanes-Oxley Act
Education
Otterbein College 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Starpoint Central
State University of New York at Buffalo
BSBA, Accounting
Evans Bank May 2015 - Present
M&T Bank March 2014 - April 2015
M&T Bank November 2010 - March 2014
Freed Maxick CPAs, P.C. January 2010 - October 2010
PwC September 2008 - November 2009
PwC September 2007 - August 2008
Skills
CPA, Credit Analysis, Financial Analysis, Accounting, Variance Analysis, Financial Reporting, US GAAP, SEC filings, Auditing
Education
Canisius College 2005 — 2007
Master of Business Administration (MBA) in Public Accounting, Accounting
Canisius College 1994 — 1998
Bachelor of Arts (BA), English Language and Literature/Letters
Canisius High School 1990 — 1994
Rich Products Corporation March 2013 - Present
Freed Maxick CPAs, P.C. July 2014 - August 2014
Skills
Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Auditing, PowerPoint, Microsoft Excel
Education
Canisius College 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
Canisius College 2010 — 2014
Bachelor of Science (BS), Accounting
Freed Maxick CPAs, P.C. Staff AccountantAlliance Energy Marketing LLCJanuary 2010 - November 2011
Skills
Financial Accounting, General Ledger
Education
Baltimore School of Massage 2001 — 2002
Villanova University 1994 — 1998
Accounting
Freed Maxick CPAs, P.C. November 2014 - Present
Joyce & Company CPA's LLC November 2010 - November 2014
Sharpe, Kawam, Carmosino & Co., LLC June 2007 - October 2010
Skills
Accounting, Financial Statement..., Personal Income Tax..., Corporate Tax, Teamwork, Microsoft Office, Financial Accounting, Financial Reporting
Education
State University of New York at Buffalo - School of Management 2014 — 2017
Master of Business Administration (MBA)
Ramapo College of New Jersey 2005 — 2007
Bachelor of Science (BS), Accounting