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
Freed Maxick CPAs, P.C. June 2014 - Present
United States Army Reserve December 2008 - Present
State University of New York at Fredonia August 2012 - December 2013
HealthNow New York Inc. May 2012 - January 2013
SUNY Fredonia Business Club January 2012 - May 2012
Veterans Affairs Office January 2010 - October 2011
Skills
Microsoft Excel, Microsoft Word, Financial Accounting, PowerPoint, Teamwork, Initiator, Determination, Organization &..., Highly detail oriented, Accounting, Training, Analysis, Social Networking
Education
SUNY Fredonia 2008 — 2013
Bachelor of Science (B.S.), Public Accountancy, Magna Cum Laude
Grand Island Senior High School 2004 — 2008
M&T Bank December 2011 - Present
Freed Maxick CPAs, P.C. July 2014 - August 2014
SUNY Geneseo September 2012 - May 2013
Noto Insurance Agency May 2011 - August 2011
Skills
Microsoft Word, PowerPoint, Minitab, Access, Microsoft Excel, Customer Service, Teamwork, Organization, Data Entry, TAM, Fastrack, Adobe Acrobat, Time Management, Sales
Education
SUNY Geneseo 2011 — 2015
Bachelor of Science (B.S.), Accounting, Cum Laude
University of Oxford 2013 — 2013
Humanities/Humanistic Studies
Nardin Academy 2007 — 2011
High School Diploma with Regents Honors
LCG Advisors November 2014 - Present
Freed Maxick CPAs, P.C. April 2012 - October 2014
First Capital August 2009 - February 2012
Cole & Reed, P.C. June 2008 - June 2009
Skills
GAAP, Accounting, Financial Reporting, Financial Accounting, Internal Controls, General Ledger, Financial Modeling, Due Diligence, Banking, Corporate Finance, Tax, Finance, Accounts Receivable, Financial Audits
Education
University of Oklahoma 2003 — 2008
Accounting, Accounting & Finance
Norman High School 1999 — 2003
University of Central Oklahoma
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
Roswell Park Cancer Institute August 2014 - Present
Freed Maxick, CPAs June 2013 - August 2014
Freed Maxick CPAs, P.C. November 2011 - June 2013
PwC July 2011 - November 2011
PwC September 2008 - June 2011
Mod Pac Corp. February 2006 - September 2007
Skills
Accounting, Auditing, Healthcare Analytics, Healthcare Consulting, Financial Modeling, Budgets, Assurance
Education
State University of New York at Buffalo - School of Management 2004 — 2008
BS, Accounting
Freed Maxick CPAs, P.C. September 2008 - Present
Skills
Accounting, General Ledger, Financial Reporting, Financial Accounting, Financial Statements, Auditing, GAAP, Account Reconciliation, CPA, Employee Benefit Plans, Healthcare, Not for Profit, Employee Benefits, Internal Audit, Tax Preparation
Education
SUNY Brockport 2004 — 2008
Bachelor of Science, Accounting, 3.54/4.0 GPA Magna Cum Laude
Intuit December 2013 - Present
WealthCFO LLC April 2014 - August 2014
Freed Maxick CPAs, P.C. January 2013 - April 2013
Toski, Schaefer & Co. June 2012 - October 2012
National Fuel Gas Company October 2011 - May 2012
Arcara & Borczynski LLP May 2009 - September 2011
Arcara & Borczynski LLP May 2009 - September 2011
University at Buffalo August 2008 - May 2009
H&R Block December 2005 - April 2009
Sargent & Collins May 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML, Budgets, Public Speaking, PeopleSoft, Hyperion Enterprise, ProSystem fx Tax, Creative Solutions..., UltraTax CS, Adobe, Financial Statements, QuickBooks, CCH ProSystem fx, Bloomberg Software, US GAAP, GAAS, Corporate Tax, Tax Preparation, Income Tax, Nonprofits, Employee Benefits, Union Labor, Inventory Valuation, Accruals, Bookkeeping, Caseware, Internal Controls, SAS70, Investments, Disclosure Statements, Auditing, Great Plains Software, Close Attention to..., Teamwork, Leadership, Highly Ambitious, Financial Accounting, Tax Accounting, Intercompany..., Eager to learn new..., CCH Research, Communication Skills
Education
SUNY at Buffalo 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
University at Buffalo
Preferred Mutual October 2014 - Present
Chobani November 2010 - October 2014
Gustafson & Co., CPA's June 2005 - November 2010
Freed Maxick CPAs, P.C. October 2002 - June 2005
Skills
GAAP, Accounting, Financial Accounting, Financial Reporting, Internal Controls, US GAAP, Revenue Recognition, Auditing, Financial Analysis, Budgets, Microsoft Excel, Process Improvement
Education
SUNY Brockport 2002 — 2004
BS, Accounting
Freed Maxick CPAs, P.C. July 2015 - Present
Freed Maxick CPAs, P.C. July 2014 - July 2015
Freed Maxick, CPAs, PC October 2011 - June 2014
Education
SUNY Geneseo 2010 — 2011
MS Accounting
State University of New York College at Geneseo 2006 — 2010
Bachelor's Degree, Accounting
Freed Maxick CPAs, P.C. June 2008 - Present
Cazenovia Community Resource Center June 2014 - Present
Skills
Internal Controls, Internal Audit, IT Audit, SSAE 16, Sarbanes-Oxley Act, Healthcare, CISA, Food & Beverage, Banking, SAS70, SOC 1, SOC 2, Enterprise Risk..., SOX, Compliance, Insurance, Vendor Management, HIPAA, Sarbanes-Oxley, Certified Fraud Examiner, Vulnerability Scanning, Penetration Testing, V&P, Employee Training, Onboarding, PCI DSS
Education
State University of New York at Buffalo 2004 — 2008
BS, Internal Audit
Freed Maxick CPAs, P.C. 2007 - Present
Bernardi & Russo 2000 - 2007
Skills
Corporate Tax, Income Tax, Tax, Tax Preparation, Tax Returns, Tax Accounting, Accounting
Education
St John Fisher 1996 — 1996
SUNY Oswego 1992 — 1996
BS, Accounting & French
Freed Maxick CPAs, P.C. July 2015 - Present
Freed Maxick CPAs, P.C. July 2013 - Present
Freed Maxick CPAs, P.C. July 2012 - July 2013
Freed Maxick & Battaglia, CPAs October 2009 - July 2012
Skills
CPA, Accounting, Auditing, GAAP, Financial Accounting, Financial Reporting, Financial Statements, Account Reconciliation, Internal Controls, Fixed Assets, Sarbanes-Oxley Act, Tax Preparation, Tax Returns, Tax
Education
State University of New York College at Geneseo 2005 — 2009
B.A., Accounting
State University of New York College at Geneseo 2005 — 2009
Bachelor of Science (B.S.), Accounting
Optimal CFO Consulting 2011 - Present
Travers Collins & Company 2008 - 2013
Kavinoky Cook LLP 1997 - 2007
Freed Maxick CPAs, P.C. 1995 - 1997
Skills
Accounting, Financial Reporting, Financial Analysis, Profitability..., Cash Flow, Cash Management, Process Improvement, Project Management, Human Resources, Small Business, Law Firm Administration, QuickBooks, Bookkeeping, Expense Management, Financial Accounting, US GAAP
Education
State University of New York at Buffalo
MBA, Accounting
State University of New York at Buffalo
BS, Business Administration - Finance
Freed Maxick CPAs, P.C. October 2004 - Present
PricewaterhouseCoopers September 2003 - October 2004
Skills
CPA, GAAP, Internal Controls, Auditing, Employee Benefits, Accounting, SEC filings, Financial Reporting, Financial Accounting, US GAAP, Financial Statements, Financial Analysis, Sarbanes-Oxley Act, Management, Internal Audit, QuickBooks
Education
State University of New York College at Geneseo
Diversified Rehabilitation Services July 2014 - Present
Buffalo State College August 2012 - May 2013
Freed Maxick CPAs, P.C. May 2009 - August 2012
Elmcrest Early Education Center January 2010 - May 2010
Delta Sonic August 2006 - May 2009
Skills
Public Speaking, PowerPoint, Marketing, Research, Microsoft Word, Healthcare, QuickBooks, Outlook, Time Management, Microsoft Excel, Data Entry, Microsoft Office
Education
SUNY Buffalo State College 2012 — 2014
Master's degree, Speech-Language Pathology/Pathologist
SUNY Cortland 2008 — 2012
Bachelor of Science (B.S.), Speech-Language Pathology/Pathologist
Freed Maxick CPAs, P.C. May 2013 - Present
M.S. Hall & Associates, LLC December 2011 - March 2013
Stat Solutions October 2007 - December 2008
Catamount Associates May 2006 - August 2007
Skills
Data Analysis, Research, Healthcare, Statistics, Analysis, Qualitative Research, Healthcare Information..., Project Management, Microsoft Excel, Medical Billing, Medical Coding, HIPAA, Hospitals, Revenue Cycle, Medical Records
Education
SUNY Fredonia 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Communication Studies
University of South Carolina-Columbia 2010 — 2011
Chemistry
Goldberg Segalla August 2015 - Present
Freed Maxick CPAs, P.C. May 2012 - January 2015
EPIC-Every Person Influences Children September 2014 - December 2014
Freed Maxick CPAs, P.C. May 2013 - August 2013
The Spectrum Newspaper, University at Buffalo January 2013 - April 2013
The Spectrum Newspaper, University at Buffalo April 2012 - December 2012
Town of Lancaster Recreation Department June 2012 - August 2012
The Spectrum Newspaper, University at Buffalo January 2012 - August 2012
Wegmans Food Markets July 2009 - May 2012
Skills
Microsoft Word, Social Media
Education
State University of New York at Buffalo 2011 — 2015
Bachelor of Arts (B.A.), Communication
Lancaster High School 2008 — 2011
Advanced Regents Diploma
Freed Maxick CPAs, P.C. 2012 - Present
Palladian Health, LLC 2011 - 2012
Roswell Park Cancer Institute 2006 - 2011
Excellus BCBS 2003 - 2006
Ernst & Young 1984 - 2003
Skills
Healthcare, Healthcare IT, Coaching, Strategic Planning
Education
SUNY at Buffalo
Bachelor of Science, Finance and Accounting
Freed Maxick CPAs, P.C. October 1998 - Present
KPMG Peat Marwick September 1989 - September 1998
Skills
Expatriate Tax, Tax, Tax Advisory, Transfer Pricing, International Tax, Cross-border..., Corporate Tax, CPA, Sales Tax
Education
University at Buffalo 1987 — 1989
MBA, Accounting
PwC September 2015 - Present
PwC June 2014 - Present
Freed Maxick CPAs, P.C. June 2013 - August 2013
Insero & Company CPAs, P.C. May 2012 - January 2013
Skills
Sales, PowerPoint, Microsoft Excel, Outlook, Accounting, Microsoft Word, Customer Service, Microsoft Office, Time Management, Data Entry, Teamwork, Cashiering, Retail, Leadership
Education
State University of New York at Albany 2014 — 2015
Master's Degree, Forensic Accounting
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS), Accounting and Business/Management, 3.78
bioTheranostics January 2015 - Present
Freed Maxick CPAs, P.C. October 2011 - December 2014
Skills
CPA, US GAAP, Financial Accounting, Financial Reporting, Internal Controls
Education
State University of New York at Buffalo - School of Management 2010 — 2011
MS, Accounting
State University of New York at Buffalo - School of Management 2006 — 2009
BS, Accounting
Schunk, Wilson & Company CPAs PC November 2013 - Present
Beta Alpha Psi August 2013 - Present
Salvatore's Grand Hotel and Russell's Steak Chops & More May 2010 - June 2013
Freed Maxick CPAs, P.C. June 2012 - July 2012
University at Buffalo: FRANK L. CIMINELLI FAMILY CAREER RESOURCE CENTER June 2011 - January 2012
Skills
Team Building, Accounting, Leadership, Auditing, Personal Income Tax..., Public Speaking, Corporate Tax, Quarterly Reporting, Creativity, Motivation, Fundraising, Payroll Taxes, Social Media, Microsoft Excel, Organization Skills, Interpersonal Skills, Interview Preparation, Communication, Data Entry, Microsoft Office, Microsoft Word, Project Management
Education
State University of New York at Buffalo 2012 — 2013
Master's of Science, Accounting- Concentration: Internal Audit
State University of New York at Buffalo 2008 — 2012
Bachelor's of Science, Accounting
Fox Run at Orchard Park August 2013 - Present
Sub Board I, Inc. April 2013 - July 2013
Niagara Lutheran Health System, Inc. May 2007 - April 2013
Freed Maxick CPAs, P.C. September 2001 - May 2007
NYS Department of Tax & Finance August 1999 - September 2001
Skills
CPA, Financial Reporting, Auditing, GAAP, Accounting, Internal Controls, Fixed Assets, Financial Statements, US GAAP, Financial Accounting, Cost Accounting, Revenue Recognition
Education
SUNY Oswego 1997 — 1999
BS, Accounting
SUNY Potsdam 1995 — 1997
U. S. Bank October 2006 - Present
Freed Maxick CPAs, P.C. July 2005 - October 2006
SB Capital Group LLC November 2004 - February 2005
National City Bank June 2000 - February 2004
National City Bank April 1998 - September 2000
Ridge Tool Company February 1996 - June 1997
Shell Philippines Exploration B. V. August 1992 - June 1995
Supply Oilfield Services, Inc. April 1991 - August 1992
Skills
Financial Analysis, External Audit, Compliance, Computers, Business Advisory, Microsoft Excel, Due Diligence, Accounting, Microsoft Word, Anaylsis, ABLE reporting, CSI Ineligible Assets..., Financial Statement..., International Business..., Audit Reports, Asset Based Finance, Inventory Analysis, Fraud Awareness
Education
Tiffin University 2003 — 2006
Master of Business Administration (M.B.A.)
St. Paul College of Manila, Philippines 1984 — 1990
Bachelor of Science in Commerce
The Mabini Academy 1979 — 1982
High School
Integrity Office / ADPRO Sports January 2014 - Present
Freed Maxick CPAs, P.C. November 1997 - January 2014
Lumsden & McCormick, LLP 1995 - November 1997
O'Connell & Martino, PC August 1993 - August 1995
Skills
Auditing, GAAP, Tax, Corporate Tax, CPA, Accounting, Financial Reporting, Income Tax, Financial Accounting
Education
SUNY Fredonia 1989 — 1993
Bachelor of Science (B.S.), Accounting
Frontier Central Schools
Freed Maxick CPAs, P.C. June 2011 - Present
KPMG February 2006 - June 2011
GE June 2005 - February 2006
Investors Bank & Trust September 2000 - May 2005
Skills
Risk Advisory, Big 4, Process Reviews, Operational Reviews, Internal Audit, Enterprise Risk..., SAS70, Internal Controls, Non-profits, Government Agencies, State Compliance, Higher Education, Compliance Audits, Performance Auditing, Conducting Interviews, Government Proposals, Data Analysis, Sarbanes-Oxley Act, @Risk, Quality Auditing, Management Consulting, IT Audit
Education
Saint Lawrence University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Saint Lawrence University 1996 — 2000
Bachelor of Arts (B.A.), Economics
LaSalle Institute
Freed Maxick CPAs, P.C. 2013 - Present
Southeast Works 2012 - 2013
Independent Health Association 2007 - 2012
Independent Health Association 2001 - 2007
Ernst & Young 1997 - 2001
Carborundum Abrasives North America (Norton /Saint Gobain) 1994 - 1997
General Electric 1991 - 1994
Skills
Certified Internal..., Internal Controls, Segregation of Duties, Internal Audit, Audit Committee, Big 4, SAS70, COSO, Anti-fraud, Corporate Governance, Process Reviews, Operational Reviews, Materials Management, Inventory Management, Auditing, Risk Assessment, Management Consulting, IIA Standards, Audit Reports, Governance, Insurance, Business Ethics, Business Process, Management, Process Improvement, Enterprise Risk..., Leadership, Sarbanes-Oxley Act, IT Audit, Analysis, Risk Management, CISA, Financial Risk, Sarbanes-Oxley, Reviews
Education
State University of New York at Buffalo - School of Management
MBA
Worcester Polytechnic Institute
BS, Mechanical Engineering
Freed Maxick CPAs, P.C. October 2005 - Present
Rochester City School District September 2004 - June 2005
KPMG Peat Marwick September 1999 - August 2003
KPMG US July 1998 - May 1999
Skills
Income Tax, Tax, Multi-state tax returns, State Tax Planning, Tax Advisory, Small Business, Business Planning, Start-up Consulting, Multi-State Sales Tax, Sales & Use Tax, Financial Analysis, Financial Planners, Tax Accounting, Tax Returns, Tax Preparation, CPA, Partnership Taxation, GAAP, Tax Credits, ProSystem fx Tax, Sales Tax, International Tax, FIN 48, Tax Research, SEC filings, Cost Segregation, Personal Income Tax..., SEC Filings, Corporate Tax, Financial Planning, Accounting
Education
St. John Fisher College 1996 — 1999
BS, Accounting
State University of New York College at Brockport 2002 — 2004
Bachelor of Arts (B.A.), Physical Education/Fitness
Freed Maxick CPAs, P.C. August 2014 - Present
Firley, Moran, Freer & Eassa, PC October 2011 - August 2014
Office of Admissions August 2010 - May 2011
Lab Instructor August 2010 - May 2011
Skills
Accounting, Tax Preparation, GAAP, Tax, Auditing, Financial Reporting, ProSystem fx Tax
Education
SUNY Oswego 2006 — 2011
BS/MBA, Accounting
Freed Maxick CPAs, P.C. October 2011 - Present
Brown Brothers Harriman January 2011 - October 2011
PricewaterhouseCoopers December 2003 - January 2011
FleetBoston Financial - Columbia Asset Management 2000 - 2003
Odysseys Unlimited 1998 - 2000
Skills
Internal Controls, Auditing, GAAP, Accounting, CPA, Finance, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, US GAAP, Financial Analysis, Internal Audit
Education
Susquehanna University
BA, BS, Economics, Accounting - magna cum laude
Freed Maxick CPAs, P.C. December 2010 - Present
NeighborWorks Rochester 2009 - 2013
NeighborWorks Rochester January 2008 - December 2012
Upstate National Bank February 2008 - April 2010
GE / Xerox Capital Services, LLC December 2001 - February 2008
Community Place 1995 - 2005
Rumbold Consulting June 1998 - July 2000
First Federal Savings April 1993 - September 1997
Central Trust / M&T Bank May 1990 - October 1992
Central Trust Company October 1987 - April 1990
Skills
Risk Management, Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Mergers & Acquisitions, Enterprise Risk..., Cross-functional Team..., Management, Financial Risk, Analysis, Loans, Due Diligence
Education
William E. Simon Graduate School of Business
MBA, Marketing & Entrepreneurship
University at Buffalo
Bachelor of Science, Management Science
University of Rochester - Simon Business School
MBA, Marketing / Entrepreneurship
Freed Maxick CPAs, P.C. July 2015 - Present
Freed Maxick CPAs, P.C. December 2014 - July 2015
Delaware North Companies August 2012 - December 2014
KPMG July 2010 - July 2012
KPMG September 2008 - July 2010
Harmac Medical Products June 2007 - August 2008
Skills
Auditing, Finance, Financial Statements, Analysis, Data Analysis, Internal Controls, GAAP, Financial Reporting, US GAAP, Accounting, CPA, Sarbanes-Oxley Act, SEC filings, Financial Accounting, Tax, Financial Analysis
Education
University at Buffalo 2004 — 2008
BS in Business Administration, Accounting
Orchard Park High School 2000 — 2004
Freed Maxick CPAs, P.C. September 2008 - Present
Skills
International Tax, Corporate Tax, Tax, Tax Accounting, Tax Returns, Income Tax, CPA
Education
University at Buffalo
Master of Business Administration (MBA), Accounting
State University of New York at Buffalo Assistant Senior IT AuditorM&T BankMarch 2015 - Present
Freed Maxick CPAs, P.C. October 2013 - March 2015
Toski & Co. September 2012 - September 2013
Education
State University of New York at Buffalo 2011 — 2012
Master of Science (MS), Accounting
State University of New York at Buffalo 2007 — 2011
Bachelor of Science (BS), Accounting
Jabil April 2015 - Present
M&T Bank March 2014 - April 2015
Freed Maxick CPAs, P.C. 2012 - 2014
Accu-Books March 2012 - November 2012
JNCS Computer Services June 2008 - December 2009
Skills
Microsoft Office, Internal Audit, SSAE16, ITGC, SOX Compliancy, SAS70, QuickBooks, Sarbanes-Oxley Act, Logical Security, Accounting, Vulnerability Scanning, Sarbanes-Oxley, Internal Controls, SSAE 16
Education
State University of New York College at Brockport 2010 — 2012
B.S, Accounting
State University of New York College at Brockport 1998 — 2003
B.S., Health Education
Buffalo Gastroenterology Associates, LLP July 2013 - Present
Freed Maxick CPAs, P.C. July 2000 - July 2013
Education
State University of New York at Buffalo 1996 — 2000
Bachelor's degree, Accounting
Freed Maxick CPAs, P.C. May 2014 - Present
M&T Bank September 2013 - May 2014
Citi July 2008 - February 2013
U.S. Energy Development Corporation October 2007 - February 2008
Fisher-Price June 2004 - October 2007
Skills
Passed CFA level 2 exam, Valuation, Business Valuation, Financial Modeling, Financial Analysis, Equity Research, Financial Markets, Investments
Education
University at Buffalo 2004 — 2008
B.S., Business Administration
Cochran Head Vick & Co Certified Public Accountants August 2015 - Present
H&R Block February 2015 - August 2015
Freed Maxick CPAs, P.C. March 2014 - February 2015
Premier Food Service July 2013 - March 2014
Kennedy and Coe, LLC March 2009 - June 2013
Kennedy and Coe, LLC November 2000 - March 2009
Raytheon Aircraft December 1997 - 2000
Skills
Accounting, Tax, Auditing, Corporate Tax, Financial Reporting, CPA, Budgets, US GAAP, Tax Returns, Tax Preparation, Tax Accounting, Partnership Taxation, General Ledger, Financial Statements, Financial Analysis, Financial Accounting, GAAP, Internal Controls, Income Tax, Financial Audits, Due Diligence, ProSystem fx Tax, External Audit, Bookkeeping, Accounts Receivable, Mergers & Acquisitions, Fixed Assets, Variance Analysis
Education
Wichita State University 1994 — 1996
BA, Accounting
The University of Kansas 1992 — 1994
Derby High School 1989 — 1992
ComputerSearch Corporation, Payroll, Time and Parking March 2014 - Present
Freed Maxick CPAs, P.C. July 2004 - December 2013
Adam's Mark Hotel of Buffalo 1997 - 2004
Skills
Financial Analysis, Fixed Assets, Internal Audit, Accounts Payable, Accounts Receivable, Cost Accounting, Payroll, Cash Flow, Forecasting, Budgets
Education
State University of New York College at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
Freed Maxick CPAs, P.C. July 2015 - August 2015
Education
State University of New York College at Geneseo 2014 — 2017
Accounting, 3.6
State University of New York College of Agriculture and Technology at Morrisville 2012 — 2013
Associate of Science (A.S.), Accounting, 3.8
Baker Victory Services July 2014 - Present
Buffalo Hearing and Speech Center January 2011 - July 2014
Summit Educational Resources October 1995 - January 2011
Freed Maxick CPAs, P.C. January 1993 - September 1995
Kleinhan's Company 1981 - 1985
Skills
Employee Relations, Onboarding, Performance Management, HRIS, Employee Benefits, Organizational..., Human Resources, COBRA, New Hire Orientations, Benefits Administration, Staff Development, SPHR, Leadership Development, Recruiting, Deferred Compensation, Training, Talent Acquisition, Talent Management, Budget Management, Team Building
Education
State University of New York College at Fredonia 1976 — 1980
BA, Psychology
Freed Maxick CPAs, P.C. May 2015 - Present
Finger Lakes Trail Conference May 2014 - Present
Ken-Ton Family YMCA November 2010 - Present
M&T Bank June 2014 - May 2015
Amato, Fox & Company July 2013 - April 2014
Skills
Financial Accounting, Managerial Accounting, Accounting, Auditing, Team Leadership, Swimming, Coaching, Peachtree, Bookkeeping, Tax, Access, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Microsoft Office, Internal Audit, TeamMate
Education
State University of New York at Buffalo - School of Management 2014 — 2015
Master of Science (M.S.) in Accounting, Internal Audit and Risk Management
State University of New York at Buffalo - School of Management 2012 — 2014
Bachelor of Science (B.S.) in Accounting
Starpoint High School 2007 — 2010
Freed Maxick CPAs, P.C. January 2004 - Present
KPMG September 1990 - December 2003
Education
University at Buffalo 1986 — 1990
Bachelor’s Degree, Accounting
Praxair April 2015 - Present
Freed Maxick CPAs, P.C. March 2011 - August 2014
ConServe February 2010 - March 2011
Education
State University of New York College at Buffalo 2012 — 2016
Bachelor of Science (B.S.), Economics and Finance, 3.67
State University of New York at Buffalo 2005 — 2007
Business Administration, Management and Operations
State University of New York College at Plattsburgh 2003 — 2005
Business Administration, Management and Operations
Freed Maxick CPAs, P.C. July 2015 - Present
Freed Maxick CPAs, P.C. June 2012 - July 2015
KPMG September 2008 - May 2012
Ingram Micro July 2007 - June 2008
Skills
IT Risk Management, CISA, SOX 404, Sarbanes-Oxley, Project Management, IT Audit, Internal Controls, SOC 1, SAS70, Consulting, Risk Assessment, SSAE 16, Strategy, Governance, US GAAP, Internal Audit, Sarbanes-Oxley Act, Auditing, Strategic Planning
Education
State University of New York at Buffalo
Bachelor's degree, Management Information Systems and Finance
Fox Run at Orchard Park July 2013 - Present
Fox Run at Orchard Park June 2010 - June 2013
Freed Maxick CPAs, P.C. May 2000 - June 2010
Education
University at Buffalo 1998 — 2001
Master of Business Administration (MBA)
Canisius College
BS Accounting
Freed Maxick CPAs, P.C. January 2012 - Present
Eastman Kodak September 2008 - January 2012
Insero & Company CPAs, P.C. September 2006 - September 2008
PwC 1991 - 2006
PwC 1993 - 1995
Deloitte and Touche (formerly Touche Ross & Co.) 1988 - 1991
Education
State University of New York at Buffalo 1981 — 1984
Law Degree, Emphasis in Taxation
State University of New York at Buffalo 1977 — 1981
B.S., Accounting
Freed Maxick CPAs, P.C. October 2014 - Present
North Forest Office Space May 2013 - June 2014
Tops Markets August 2007 - May 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting
Education
University at Buffalo 2013 — 2014
Master of Science (MS), Accounting
University at Buffalo 2007 — 2013
Bachelor's degree, Accounting
Cleve-Hill Auto & Tire August 2013 - Present
Anne M. Rosa, CPA January 2013 - Present
Third Party Resources, Inc November 2012 - December 2012
HSBC January 1994 - October 2012
HSBC January 1988 - December 1993
Freed Maxick CPAs, P.C. January 1983 - December 1987
Skills
strong analytical skills, Technology..., Federal, State & Local..., Internal/External Audit, Team Leadership &..., OneSource Software, Staff Training &..., Tax, Income Tax, Auditing, Tax Accounting, Corporate Tax, General Ledger, Financial Accounting, Banking, Financial Analysis, Accounts Payable, Accounting, Internal Audit, Internal Controls, Tax Preparation, US GAAP, Sarbanes-Oxley Act, Financial Reporting, CPA, GAAP, External Audit, Corporate Finance
Education
State University of New York at Buffalo 1978 — 1982
Bachelor of Business Administration (B.B.A.), Accounting and Finance
PwC September 2015 - Present
Freed Maxick CPAs, P.C. July 2015 - September 2015
Freed Maxick CPAs, P.C. October 2012 - June 2015
New Era Cap August 2011 - April 2012
New Era Cap July 2011 - August 2011
HSBC June 2010 - August 2010
Milhelm Attea Brothers May 2008 - August 2008
Skills
Accounting, Auditing, Financial Accounting, Sales Tax, Microsoft Excel, GAAP, QuickBooks, Financial Reporting
Education
State University of New York at Buffalo 2011 — 2012
Master of Science in Accounting, Accounting
University of Dayton 2007 — 2011
Bachelor of Science in Business Administration, Accounting, International Business
John Cabot University 2010 — 2010
Study Abroad, Rome, Italy
Freed Maxick CPAs, P.C. October 2011 - Present
Bausch & Lomb December 2008 - October 2011
EFP Rotenberg, LLP October 2003 - December 2008
Skills
US GAAP, Accounting, Microsoft Excel, Internal Controls, Financial Reporting, SEC filings, Soccer, Fishing, Mergers & Acquisitions, Auditing, GAAP, Internal Audit, CPA, Sarbanes-Oxley Act, Assurance, Financial Analysis, Financial Accounting, SEC Filings
Education
State University of New York College at Geneseo 1998 — 2003
BS, Accounting
Freed Maxick CPAs, P.C. July 2013 - Present
Freed Maxick CPAs, P.C. July 2010 - Present
Freed Maxick CPAs, P.C. July 2007 - July 2010
Freed Maxick CPAs, P.C. September 2004 - July 2007
Skills
GAAP, Accounting, Auditing, Internal Controls, Financial Reporting, SEC filings, Financial Accounting, QuickBooks, Financial Analysis, General Ledger, Assurance
Education
State University of New York College at Geneseo 2000 — 2004
Bachelors, Accounting
State University of New York College at Geneseo 2000 — 2004
Bachelor of Science (B.S.), Accounting
Rich Entertainment Group March 2015 - Present
Freed Maxick CPAs, P.C. June 2012 - February 2015
Amato, Fox & Co. September 2010 - June 2012
Wegmans Food Markets June 2003 - August 2010
Wall Street Financial Group January 2009 - April 2009
Skills
Auditing, Nonprofits, GAAP, Customer Service, Microsoft Excel, Financial Reporting, Non-profits, Accounting, Internal Controls
Education
State University of New York at Buffalo - School of Management 2009 — 2010
MS, Accounting
State University of New York College at Geneseo 2005 — 2009
BS, Accounting
HSBC May 2015 - Present
Freed Maxick CPAs, P.C. July 2012 - May 2015
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Auditing, Outlook, Financial Statements, Data Analysis, Accounts Payable, Financial Accounting, Account Reconciliation, Financial Reporting, QuickBooks, Microsoft Office
Education
University at Buffalo 2011 — 2012
Masters of science, Accounting
University at Buffalo 2007 — 2011
BS, Accounting
Freed Maxick CPAs, P.C. June 2014 - Present
Dayco Incorporated September 2013 - June 2014
Freed Maxick CPAs, P.C. June 2011 - September 2013
John W. Danforth Company May 2010 - May 2011
Western States Fire Protection June 2009 - August 2009
Skills
QuickBooks, Accounting, CPA, Tax Preparation, Corporate Tax, Tax, Income Tax, Tax Accounting, GAAP, Fixed Assets, Tax Returns, Financial Statements, US GAAP, Microsoft Office, Auditing, Internal Controls, Microsoft Excel
Education
State University of New York at Oswego 2006 — 2011
Public Accounting B.S. /M.B.A, Accounting
State University of New York College at Oswego 2006 — 2010
MBA, Accounting
New York State
Regents Diploma
FRONTIER CENTRAL HIGH SCHOOL
Third Party Resources, Inc/3PR,Inc. May 2014 - Present
Anne M. Rosa, CPA June 1987 - Present
Chocolate Delivery Systems, Inc., Make'nMold, Inc., Tomric Systems, Inc., Chocomaker, Inc. June 1988 - April 2014
Freed Maxick CPAs, P.C. January 1982 - June 1987
Skills
CPA, General Ledger, Variance Analysis, US GAAP, Internal Controls, Financial Reporting, Financial Statements, GAAP, Financial Audits, SEC filings, Sarbanes-Oxley Act, Accounting, Budgets, Financial Analysis, Financial Accounting, SEC Filings
Education
State University of New York at Buffalo 1976 — 1981
BS, Accounting and Business/Management
Freed Maxick CPAs, P.C. July 2011 - Present
EFP Rotenberg, LLP October 1999 - July 2011
Cherry, Bekaert & Holland 2002 - 2003
Skills
GAAP
Education
State University of New York College at Geneseo 1995 — 1999
Spencerport High School
Freed Maxick CPAs, P.C. January 2011 - Present
Seneca Niagara Falls Gaming 2004 - 2010
Skills
Tax, Corporate Tax, GAAP, Accounting, CPA, Financial Accounting, Income Tax, Internal Controls, Tax Accounting, Tax Preparation, Tax Returns
Education
University at Buffalo 2008 — 2010
Accounting, Accounting
State University of New York College at Fredonia 1998 — 2002
cfoSOLUTIONSPlus June 2008 - Present
Town of Clarence January 2008 - Present
Freed Maxick CPAs, P.C. October 2005 - June 2008
Lumsden & McCormick October 1993 - September 2005
Joseph R. Beyda & Co. July 1989 - September 1993
Skills
Finance, Small Business, General Ledger, Cost Accounting, Financial Statements, QuickBooks, Business Planning, Managerial Finance, US GAAP, Cash Flow, Manufacturing, Compliance, Budgets, Bookkeeping, Accounts Receivable, Accounting, Auditing, Financial Reporting
Education
State University of New York College at Geneseo 1985 — 1989
BA, Accounting
Buffalo FBI Citizens Academy
Spring 2006
Freed Maxick CPAs, P.C. September 2000 - Present
Skills
Multi-state tax returns, State tax credits, CPA, New York State Tax, GAAP, International Tax, Sales Tax, Tax Research, SEC filings, Internal Controls, Auditing, Financial Accounting, Accounting, US GAAP, Fixed Assets, Personal Income Tax...
Education
State University of New York College at Buffalo 1998 — 2001
BS, Accounting
Freed Maxick CPAs, P.C. 2006 - Present
Skills
GAAP, CPA, Auditing, Accounting, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Internal Controls, Tax Preparation, Tax, Budgets, US GAAP
Education
State University of New York College at Fredonia 1991 — 1996
BS, Accounting
Freed Maxick CPAs, P.C. August 2013 - Present
inspiredIT, LLC. February 2008 - August 2013
WinDoor Incorporated December 2005 - February 2008
Skills
Management Consulting, Business Analysis, Business Strategy, Program Management, Business Development, IT Strategy, Project Management, Management, Business Process..., Strategy, Business Intelligence, Outsourcing, Process Improvement, Cloud Computing, ERP, Business Process, IT Management, Team Management, Leadership, Solution Selling, CRM, Governance, Integration, Strategic Planning, Budgets, Managerial Finance, Data Center, Information Technology, Team Building
Education
State University of New York College at Buffalo 1999 — 2002
Bachelor of Sciences, Business Administration
Delaware North May 2015 - Present
Delaware North Companies January 2011 - May 2015
Freed Maxick CPAs, P.C. February 2010 - December 2010
Deloitte and Touche LLP August 2007 - February 2010
VITEC Solutions 2006 - 2007
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., CPA, SSAE 16, Auditing, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, IT Audit, Microsoft Excel, Risk Management, GAAP, Hospitality Industry
Education
SUNY at Buffalo
BS - Business Administration, Accounting, Internal Audit, Finance
Bishop Timon
Freed Maxick CPAs, P.C. June 2009 - Present
Ernst & Young August 1994 - February 2009
Bertrand Chaffee Hospital 1992 - 1994
Deloitte & Touche 1992 - 1994
Skills
Healthcare Consulting, Hospitals, Auditing, Accounting, Budgets, Accounts Receivable, Strategic Planning, Financial Reporting, Financial Analysis, Internal Controls, Physicians, Process Improvement, Healthcare, Management, Revenue Cycle, Healthcare Management, Consulting, Healthcare Information..., Strategy, Management Consulting, Leadership
Education
State University of New York College at Buffalo 1983 — 1989
BS, Accounting
Freed Maxick CPAs, P.C. 1995 - Present
Skills
Small Business, Auditing, Due Diligence, Tax, Corporate Tax, Accounting, CPA, Strategic Planning
Education
University at Buffalo 1988 — 1991
Bachelor's degree, Accounting and Finance
Freed Maxick CPAs, P.C. July 2013 - Present
Freed Maxick & Battaglia, CPAs September 1994 - Present
Skills
International Tax..., Wealth Management, Personal Tax Planning
Education
State University of New York at Buffalo - School of Management 1987 — 1991
BS, ACCOUNTING
West Seneca
Freed Maxick CPAs, P.C. September 2007 - Present
Bernardi and Russo, CPA September 1989 - September 2007
Skills
Accounting, Tax Preparation, Corporate Tax, Tax Accounting, Sales Tax, Financial Accounting, Fixed Asset Depreciation, Payroll, Personal Income Tax...
Education
State University of New York College at Fredonia 1982 — 1986
Bachelor of Science (BS), Accounting
Trocaire College March 2015 - Present
Homeopathy Works May 2013 - Present
Self Employed January 1985 - Present
Colden Valley Homeschool September 2000 - June 2013
Prosper 2013 - 2013
The Elevation Group 2011 - 2012
Freed Maxick CPAs, P.C. 1990 - August 1991
Peter Arsenault 1988 - 1989
Skills
QuickBooks, Certified QuickBooks..., Microsoft Excel, Bookkeeping, Accounting, Microsoft Office, Small Business, Microsoft Project, Creativity, Public Speaking, Customer Service, Teaching, Team Building, Sales, Training, Strategic Planning, Editing, Accpac, Administrative..., Acting, Auditing, Problem Solving
Education
Trocaire College 2013 — 2018
Computer Network Administration & Health Informatics, Computer Network Administration
State University of New York Empire State College 2011 — 2012
Instructional Design
State University of New York at Buffalo 1989 — 1989
Architecture
LeMoyne College 1978 — 1989
Freed Maxick CPAs, P.C. October 2012 - Present
Freed Maxick & Battaglia, CPAs June 2011 - July 2011
Empire Justice Center: Creating Assets, Savings, and Hope January 2011 - April 2011
Macquarie Gordon June 2010 - August 2010
Skills
Tax Preparation, Accounting, Trusts, Estate Tax Planning, ProSystem fx Tax, Caseware, Gift Tax
Education
University at Buffalo 2011 — 2012
Master of Science (MS), Accounting
State University of New York College at Brockport 2007 — 2011
Bachelor of Science (BS), Accounting
Freed Maxick CPAs, P.C. July 2015 - Present
Freed Maxick CPAs, P.C. July 2013 - July 2015
Freed Maxick CPAs, P.C. October 2005 - July 2013
Skills
GAAP, Accounting, Tax Returns, Auditing, Internal Controls, Tax Preparation, Financial Reporting, Corporate Tax, Financial Accounting, SEC Filings, Financial Analysis, CPA
Education
State University of New York College at Geneseo 2001 — 2005
Bachelors, Accounting, Spanish
Xylem Inc. May 2011 - Present
TLC Health Network December 2002 - April 2011
Outokumpu June 2001 - August 2002
Freed Maxick CPAs, P.C. August 2000 - April 2001
James Amato & Co., PC June 1999 - August 2000
Education
State University of New York at Buffalo - School of Management 1995 — 1999
Bachelor's Degree, Accounting and Finance
Freed Maxick CPAs, P.C. October 2014 - Present
CertaPro Painters July 2012 - Present
Delta Sonic February 2011 - October 2014
Aeropostale June 2009 - February 2011
Skills
Customer Satisfaction, Customer Service, Time Management, Data Entry, Inventory Management, Retail, Sales, Loss Prevention, Merchandising, Outlook, Leadership, Microsoft Office
Education
University at Buffalo 2009 — 2014
Master's Degree, Accounting
PwC December 2013 - Present
Freed Maxick CPAs, P.C. July 2013 - November 2013
Freed Maxick CPAs December 2010 - June 2013
Lougen Valenti Bookbinder & Weintraub LLP January 2010 - April 2010
Education
University at Buffalo
Master of Science, Accounting; Specialized in Taxation
State University of New York at Fredonia
Bachelor of Science, Accounting
Freed Maxick CPAs, P.C. July 2015 - Present
Freed Maxick CPAs, P.C. July 2010 - June 2015
The Bonadio Group November 2008 - July 2010
Ernst & Young October 2006 - November 2008
Education
State University of New York at Buffalo
Piaker & Lyons, CPA's January 2013 - July 2014
Freed Maxick CPAs, P.C. January 2008 - January 2013
Skills
Financial Reporting, General Ledger, Caseware, Lacerte, ProSystem fx Tax, CCH ProSystem fx, Microsoft Excel, Microsoft Word, Outlook, Journal Entries, Income Tax, Tax Research, QuickBooks, Financial Analysis, Government Accounting, Nonprofits, Auditing, Financial Statements, Compilation Of..., Internal Controls, GAAP, CPA, Tax Preparation, Corporate Tax, Partnership Taxation, Fixed Assets
Education
State University of New York at Buffalo
Bachelor of Science (B.S.), Accounting and Finance
Greece Central School District March 2014 - Present
Dansville Central School District August 2010 - February 2014
Dansville Central School District August 2010 - December 2012
Freed Maxick CPAs, P.C. July 2008 - August 2010
Freed Maxick CPAs, P.C. June 2006 - June 2008
Skills
Accounting, Financial Reporting, Financial Accounting, Auditing, QuickBooks, Internal Controls, Financial Analysis, GAAP, Financial Statements, CPA
Education
SUNY Fredonia 2002 — 2006
Bachelor of Science (BS), Accounting and Finance, 3.76