Grassi & Co.
Industry: Accounting company
DescriptionGrassi & Co. is an American company which specializes in accounting and auditing. They provide these services to banks and sureties, law firms, a variety of industries, municipalities and other accounting firms. Headquarters: Jericho, NY Founded: 1980 Number of employees: 200 Type of business: Private Subsidiaries: Kahn Hoffman & Hochman LLC,
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Grassi & Co. Employees
Employee
Years
Job
Industry
Amy Hertzbach Rosenthal Amy Hertzbach Rosenthal's Grassi & Co. Experience 2012 - 2013
Job Sr. Manager at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP 2014 - Present
Crowe Horwath LLP January 2013 - Present
Grassi & Co. 2012 - 2013
Grassi & Co. 2012 - 2013
BDO USA March 2009 - August 2012
Perot systems 2006 - 2008
Ernst & Young 2001 - 2006
Skills
Auditing, Accounting, Financial Reporting, Corporate Tax, Sarbanes-Oxley Act, GAAP, Tax Accounting, Internal Controls, US GAAP, Income Tax, SEC filings, Tax
Education
The University of Texas at Dallas 2001 — 2006
MS, Tax
University of Oklahoma 1978 — 1982
Bachelor of Accountancy, Accounting
BDO USA, LLP 2014 - Present
Crowe Horwath LLP January 2013 - Present
Grassi & Co. 2012 - 2013
Grassi & Co. 2012 - 2013
BDO USA March 2009 - August 2012
Perot systems 2006 - 2008
Ernst & Young 2001 - 2006
Skills
Auditing, Accounting, Financial Reporting, Corporate Tax, Sarbanes-Oxley Act, GAAP, Tax Accounting, Internal Controls, US GAAP, Income Tax, SEC filings, Tax
Education
The University of Texas at Dallas 2001 — 2006
MS, Tax
University of Oklahoma 1978 — 1982
Bachelor of Accountancy, Accounting
Richard Armellino's Grassi & Co. Experience January 2002 - December 2004
Job Controller at Megrant Corporation
Industry Construction
Experience
Megrant Corporation June 2009 - Present
NYSE Euronext January 2004 - June 2009
Financial Industry Regulatory Authority January 2004 - June 2009
Grassi & Co. January 2002 - December 2004
Holtz Rubenstein Reminick LLP January 2000 - December 2002
Skills
FINRA, Auditing, Internal Controls, Accounting, Financial Reporting, Financial Analysis, Internal Audit, SEC filings, Financial Accounting, Sarbanes-Oxley Act, Due Diligence, GAAP, Accounts Receivable, General Ledger, Tax, Income Tax
Education
Saint John's University
Master of Business Administration (MBA)
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.), Accounting
University of Phoenix
Master of Science (M.S.), Accounting
Megrant Corporation June 2009 - Present
NYSE Euronext January 2004 - June 2009
Financial Industry Regulatory Authority January 2004 - June 2009
Grassi & Co. January 2002 - December 2004
Holtz Rubenstein Reminick LLP January 2000 - December 2002
Skills
FINRA, Auditing, Internal Controls, Accounting, Financial Reporting, Financial Analysis, Internal Audit, SEC filings, Financial Accounting, Sarbanes-Oxley Act, Due Diligence, GAAP, Accounts Receivable, General Ledger, Tax, Income Tax
Education
Saint John's University
Master of Business Administration (MBA)
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.), Accounting
University of Phoenix
Master of Science (M.S.), Accounting
Courtney Paterson Courtney Paterson's Grassi & Co. Experience August 2015 - Present
Job Bookkeeper at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. August 2015 - Present
SJ Associates Capital Management September 2013 - June 2015
Natural Resources Defense Council April 2013 - August 2013
Psychology of Peace and Violence Lab January 2012 - January 2013
Kelly Fogarty CPA, PC December 2011 - May 2012
Skills
ProSystem fx Engagement, QuickBooks, Microsoft Office, Microsoft Excel, Research, Statistics, Social Networking, Data Entry, Facebook, Teamwork, Leadership, SAS, Nonprofits, Sales, Qualtrics, Writing, Financial Analysis, Microsoft Word, PowerPoint
Education
State University of New York College at Old Westbury
Accounting
University of Massachusetts, Amherst 2009 — 2012
Bachelor of Arts (B.A.), Psychology
Grassi & Co. August 2015 - Present
SJ Associates Capital Management September 2013 - June 2015
Natural Resources Defense Council April 2013 - August 2013
Psychology of Peace and Violence Lab January 2012 - January 2013
Kelly Fogarty CPA, PC December 2011 - May 2012
Skills
ProSystem fx Engagement, QuickBooks, Microsoft Office, Microsoft Excel, Research, Statistics, Social Networking, Data Entry, Facebook, Teamwork, Leadership, SAS, Nonprofits, Sales, Qualtrics, Writing, Financial Analysis, Microsoft Word, PowerPoint
Education
State University of New York College at Old Westbury
Accounting
University of Massachusetts, Amherst 2009 — 2012
Bachelor of Arts (B.A.), Psychology
Betul Caldas Betul Caldas's Grassi & Co. Experience July 2012 - November 2013
Job Tax Manager at Ernst & Young LLP
Industry Accounting
Samuel Shu Samuel Shu's Grassi & Co. Experience December 2013 - Present
Job Accounting Service Junior at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. December 2013 - Present
ALC Precision Corporation May 2013 - August 2013
Sustainable Long Island February 2011 - May 2011
Skills
QuickBooks, ProSystem fx Tax, Payroll Services, Mapics, Practice CS, Income Tax, Tax Preparation, Corporate Tax, Personal Income Tax..., Bookkeeping, 1099 Preparation, ADP Payroll, Customer Engagement, Billing Systems, Client Billing, IRS problem resolution, Tax Research, Sales Tax, Strategic Planning, Outlook, Microsoft Office, Payroll Analysis, W2
Education
State University of New York College at Old Westbury 2010 — 2014
Bachelor of Science (BS), Accounting
State University of New York College at Old Westbury 2010 — 2014
Bachelor's degree, Accounting
Grassi & Co. December 2013 - Present
ALC Precision Corporation May 2013 - August 2013
Sustainable Long Island February 2011 - May 2011
Skills
QuickBooks, ProSystem fx Tax, Payroll Services, Mapics, Practice CS, Income Tax, Tax Preparation, Corporate Tax, Personal Income Tax..., Bookkeeping, 1099 Preparation, ADP Payroll, Customer Engagement, Billing Systems, Client Billing, IRS problem resolution, Tax Research, Sales Tax, Strategic Planning, Outlook, Microsoft Office, Payroll Analysis, W2
Education
State University of New York College at Old Westbury 2010 — 2014
Bachelor of Science (BS), Accounting
State University of New York College at Old Westbury 2010 — 2014
Bachelor's degree, Accounting
Luke Billings, CPA Luke Billings, CPA's Grassi & Co. Experience 2011 - 2014
Job Tax and Accounting Professional at Faw Casson & Co., LLP
Industry Accounting
Experience
Faw Casson June 2014 - Present
Grassi & Co. 2011 - 2014
Gunnip & Company 2006 - 2010
Ernst & Young 2005 - 2006
Skills
Tax Preparation, Corporate Tax, ProSystem fx Tax, Tax Research, Income Tax, Tax, Accounting, Tax Accounting, Partnership Taxation, GAAP, Internal Controls, International Tax, Tax Returns, CPA
Education
University of Delaware 2001 — 2005
B.S., Accounting
Faw Casson June 2014 - Present
Grassi & Co. 2011 - 2014
Gunnip & Company 2006 - 2010
Ernst & Young 2005 - 2006
Skills
Tax Preparation, Corporate Tax, ProSystem fx Tax, Tax Research, Income Tax, Tax, Accounting, Tax Accounting, Partnership Taxation, GAAP, Internal Controls, International Tax, Tax Returns, CPA
Education
University of Delaware 2001 — 2005
B.S., Accounting
Don May, Ph.D. Don May, Ph.D.'s Grassi & Co. Experience July 2012 - July 2013
Job Managing Partner at DMA Economics LLC
Industry Legal Services
Experience
DMA Economics LLC January 2015 - Present
Berkeley Research Group LLC July 2013 - Present
Grassi & Co. July 2012 - July 2013
Marks Paneth & Shron LLP January 2010 - June 2012
Experts-on-Experts June 2007 - December 2009
Analysis Group September 2006 - August 2007
NERA Economic Consulting October 2004 - September 2006
Peripheral Vision LLC February 2002 - October 2004
PricewaterhouseCoopers LLP June 1998 - February 2002
Galt Corporation 2000 - 2001
Skills
Accounting, Securities, Valuation, Finance, Corporate Finance, Start-ups, Mergers & Acquisitions, Investments, Economics, Business Valuation, Portfolio Management, Analysis, Restructuring, Hedge Funds, Expert Witness, Business Planning, Litigation Support
Education
The University of Chicago - Booth School of Business 1985 — 1993
PhD, Economics, Finance, and Statistics
The University of Chicago - Booth School of Business 1985 — 1987
M.B.A, Finance and Econometrics
Roosevelt University 1982 — 1985
B.S.B.A, Accounting and Finance
DMA Economics LLC January 2015 - Present
Berkeley Research Group LLC July 2013 - Present
Grassi & Co. July 2012 - July 2013
Marks Paneth & Shron LLP January 2010 - June 2012
Experts-on-Experts June 2007 - December 2009
Analysis Group September 2006 - August 2007
NERA Economic Consulting October 2004 - September 2006
Peripheral Vision LLC February 2002 - October 2004
PricewaterhouseCoopers LLP June 1998 - February 2002
Galt Corporation 2000 - 2001
Skills
Accounting, Securities, Valuation, Finance, Corporate Finance, Start-ups, Mergers & Acquisitions, Investments, Economics, Business Valuation, Portfolio Management, Analysis, Restructuring, Hedge Funds, Expert Witness, Business Planning, Litigation Support
Education
The University of Chicago - Booth School of Business 1985 — 1993
PhD, Economics, Finance, and Statistics
The University of Chicago - Booth School of Business 1985 — 1987
M.B.A, Finance and Econometrics
Roosevelt University 1982 — 1985
B.S.B.A, Accounting and Finance
Stephanie Kerber, CPA Stephanie Kerber, CPA's Grassi & Co. Experience August 2014 - February 2015
Job Tax Senior at WeiserMazars LLP
Industry Accounting
Experience
WeiserMazars LLP March 2015 - Present
Grassi & Co. August 2014 - February 2015
BKD CPAs & Advisors January 2013 - August 2014
BKD CPAs & Advisors January 2012 - August 2012
Southern Illinois University Edwardsville June 2010 - January 2012
Schneider Crane Service, Inc. November 2009 - January 2012
TSR Accounting Services May 2008 - December 2009
Skills
Accounting, Tax Preparation, Mas 90, Peachtree, General Ledger, Tax, GoSystems, Accounts Payable, Financial Statements, Accounts Receivable, Journal Entries, QuickBooks, Tax Research, Bookkeeping, GAAP
Education
Southern Illinois University, Edwardsville 2012 — 2013
Masters of Science in Accounting, Accounting
Southern Illinois University, Edwardsville 2010 — 2011
Bachelor of Science, Accountancy
Lincoln Land Community College 2008 — 2009
Concentration in, Accountancy
WeiserMazars LLP March 2015 - Present
Grassi & Co. August 2014 - February 2015
BKD CPAs & Advisors January 2013 - August 2014
BKD CPAs & Advisors January 2012 - August 2012
Southern Illinois University Edwardsville June 2010 - January 2012
Schneider Crane Service, Inc. November 2009 - January 2012
TSR Accounting Services May 2008 - December 2009
Skills
Accounting, Tax Preparation, Mas 90, Peachtree, General Ledger, Tax, GoSystems, Accounts Payable, Financial Statements, Accounts Receivable, Journal Entries, QuickBooks, Tax Research, Bookkeeping, GAAP
Education
Southern Illinois University, Edwardsville 2012 — 2013
Masters of Science in Accounting, Accounting
Southern Illinois University, Edwardsville 2010 — 2011
Bachelor of Science, Accountancy
Lincoln Land Community College 2008 — 2009
Concentration in, Accountancy
David Warshauer CPA CCIFP David Warshauer CPA CCIFP's Grassi & Co. Experience August 2001 - Present
Job Partner at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. August 2001 - Present
Skills
Financial Reporting, Tax, Management Consulting, Forensic Accounting, GAAP, Auditing, Construction Accounting, Financial Analysis
Education
State University of New York at Buffalo - School of Management 1985 — 1990
BS, Accounting
Grassi & Co. August 2001 - Present
Skills
Financial Reporting, Tax, Management Consulting, Forensic Accounting, GAAP, Auditing, Construction Accounting, Financial Analysis
Education
State University of New York at Buffalo - School of Management 1985 — 1990
BS, Accounting
Bobby Soni Bobby Soni's Grassi & Co. Experience January 2015 - Present
Job Semi Senior Auditor at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. January 2015 - Present
Edgar James CPA January 2013 - December 2014
JP Morgan 2012 - 2013
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
Bachelor of Science (B.S.), Accounting
Grassi & Co. January 2015 - Present
Edgar James CPA January 2013 - December 2014
JP Morgan 2012 - 2013
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
Bachelor of Science (B.S.), Accounting
Vicki L. Mullin's Grassi & Co. Experience November 2010 - July 2012
Job Web Content Manager at Stony Brook Medicine
Industry Hospital & Health Care
Experience
Stony Brook Medicine August 2012 - Present
Grassi & Co. November 2010 - July 2012
Bulbtronics Inc March 2008 - November 2010
Drexel University Online January 2007 - March 2008
Helmick-Prisco & Company April 2006 - January 2007
WHITTMANHART Interactive April 2005 - April 2006
Skills
Marketing Strategy, Web Project Management, Copywriting, Online Marketing, Marketing Communications, Direct Marketing, Marketing Research, Email Marketing, Marketing Management, Social Media Marketing, Product Marketing, Corporate Communications, Internal Communications, Strategic Communications, Communications Strategy, Crisis Communications, Project Planning, Project Coordination, Advertising, Online Advertising, Interactive Advertising, Copy Editing, SEO copywriting, Website Copy, Advertising Copy, Web 2.0, Web Analytics, Website Management, Photoshop, Desktop Publishing, InDesign, Microsoft Office, CRM software, Web Content Management, Social Media, Event Planning, Analytics, Public Relations, Newsletters, Event Management, Digital Marketing, Google Analytics, Website Development, SEO, Brand Development, SEM, Social Networking, Blogging, Content Strategy, Brand Awareness
Education
Temple University - Fox School of Business and Management 2000 — 2005
Bachelor of Business Administration, Marketing
Cherry Hill High School East 1994 — 2000
Stony Brook Medicine August 2012 - Present
Grassi & Co. November 2010 - July 2012
Bulbtronics Inc March 2008 - November 2010
Drexel University Online January 2007 - March 2008
Helmick-Prisco & Company April 2006 - January 2007
WHITTMANHART Interactive April 2005 - April 2006
Skills
Marketing Strategy, Web Project Management, Copywriting, Online Marketing, Marketing Communications, Direct Marketing, Marketing Research, Email Marketing, Marketing Management, Social Media Marketing, Product Marketing, Corporate Communications, Internal Communications, Strategic Communications, Communications Strategy, Crisis Communications, Project Planning, Project Coordination, Advertising, Online Advertising, Interactive Advertising, Copy Editing, SEO copywriting, Website Copy, Advertising Copy, Web 2.0, Web Analytics, Website Management, Photoshop, Desktop Publishing, InDesign, Microsoft Office, CRM software, Web Content Management, Social Media, Event Planning, Analytics, Public Relations, Newsletters, Event Management, Digital Marketing, Google Analytics, Website Development, SEO, Brand Development, SEM, Social Networking, Blogging, Content Strategy, Brand Awareness
Education
Temple University - Fox School of Business and Management 2000 — 2005
Bachelor of Business Administration, Marketing
Cherry Hill High School East 1994 — 2000
Garry Wofford Garry Wofford's Grassi & Co. Experience June 2015 - Present
Job Tax Junior at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. June 2015 - Present
Grassi & Co. June 2015 - Present
Grassi & Co. January 2014 - May 2015
Collegiate Science and Technology Entry Program September 2013 - December 2014
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, QuickBooks, Financial Reporting, Access, Financial Accounting, Auditing, Tax, Tax Preparation, Teamwork, Accounts Payable, Outlook, Bookkeeping, Time Management, Nonprofits, Finance, Leadership, Customer Service, Insurance, Public Speaking, Economics
Education
Saint John's University - Peter J. Tobin College of Business 2013 — 2015
Master of Science (MS), Taxation
Saint John's University 2009 — 2013
Bachelor's of Science, Accounting
Saint John's University - Peter J. Tobin College of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting
Grassi & Co. June 2015 - Present
Grassi & Co. June 2015 - Present
Grassi & Co. January 2014 - May 2015
Collegiate Science and Technology Entry Program September 2013 - December 2014
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, QuickBooks, Financial Reporting, Access, Financial Accounting, Auditing, Tax, Tax Preparation, Teamwork, Accounts Payable, Outlook, Bookkeeping, Time Management, Nonprofits, Finance, Leadership, Customer Service, Insurance, Public Speaking, Economics
Education
Saint John's University - Peter J. Tobin College of Business 2013 — 2015
Master of Science (MS), Taxation
Saint John's University 2009 — 2013
Bachelor's of Science, Accounting
Saint John's University - Peter J. Tobin College of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting
Jeffrey Cohen, CPA Jeffrey Cohen, CPA's Grassi & Co. Experience September 2011 - Present
Job Tax Partner at Grassi & Co. CPA's
Industry Accounting
Experience
Grassi & Co. September 2011 - Present
Grassi and Co, CPA's September 2011 - Present
Biscotti, Toback & Company, CPA's PC September 1996 - September 2011
Edward Isaacs & Company 1988 - 1996
Skills
ESOP, Tax Credits, Cost Segregation, Defined Benefit, Captives
Education
State University of New York at New Paltz 1982 — 1986
Bachelor of Science, Accounting
Grassi & Co. September 2011 - Present
Grassi and Co, CPA's September 2011 - Present
Biscotti, Toback & Company, CPA's PC September 1996 - September 2011
Edward Isaacs & Company 1988 - 1996
Skills
ESOP, Tax Credits, Cost Segregation, Defined Benefit, Captives
Education
State University of New York at New Paltz 1982 — 1986
Bachelor of Science, Accounting
Fred Hoffmann Fred Hoffmann's Grassi & Co. Experience March 2011 - Present
Job Chief Technology Officer & Principal at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. March 2011 - Present
Custom Computer Specialists August 2009 - February 2011
KPMG/Bearingpoint February 1998 - May 2009
Cabletron Systems June 1994 - February 1998
Skills
Operations Management, IT Strategy, Professional Services, Management Consulting, Data Center, Security, Acquisition Integration, Information Technology, Virtualization, Leadership, Integration, Servers, Consulting, Networking, ITIL, Pre-sales, IT Operations, Management, Network Design, Infrastructure, IT Management, Vendor Management, Network Security, Cloud Computing, Network Architecture
Education
State University of New York at Stony Brook 1991 — 1995
BEEE, Electrical Engineering
Grassi & Co. March 2011 - Present
Custom Computer Specialists August 2009 - February 2011
KPMG/Bearingpoint February 1998 - May 2009
Cabletron Systems June 1994 - February 1998
Skills
Operations Management, IT Strategy, Professional Services, Management Consulting, Data Center, Security, Acquisition Integration, Information Technology, Virtualization, Leadership, Integration, Servers, Consulting, Networking, ITIL, Pre-sales, IT Operations, Management, Network Design, Infrastructure, IT Management, Vendor Management, Network Security, Cloud Computing, Network Architecture
Education
State University of New York at Stony Brook 1991 — 1995
BEEE, Electrical Engineering
Cameron Peterson Cameron Peterson's Grassi & Co. Experience January 2005 - May 2012
Job Controller at Sherwood Lumber Corp
Industry Accounting
Experience
Sherwood Lumber Corp May 2012 - Present
Grassi & Co. January 2005 - May 2012
The McCoy Group, Ltd January 2004 - December 2004
GEICO January 2003 - August 2003
CBIZ Retirement Services, Inc January 2001 - January 2003
ILX Systems Incorporated January 1999 - January 2001
Skills
Accounting, Tax, Auditing, Construction, Financial Reporting, QuickBooks, Manufacturing, Tax Preparation, Microsoft Excel, Corporate Tax, Microsoft Office, Tax Returns, Income Tax
Education
State University of New York at Old Westbury 2004 — 2004
School of Business, Accounting Department
State University of New York at Albany 1995 — 1999
Bachelor of Science (B.S.), Business Administration; Finance and Marketing; Economics
Sherwood Lumber Corp May 2012 - Present
Grassi & Co. January 2005 - May 2012
The McCoy Group, Ltd January 2004 - December 2004
GEICO January 2003 - August 2003
CBIZ Retirement Services, Inc January 2001 - January 2003
ILX Systems Incorporated January 1999 - January 2001
Skills
Accounting, Tax, Auditing, Construction, Financial Reporting, QuickBooks, Manufacturing, Tax Preparation, Microsoft Excel, Corporate Tax, Microsoft Office, Tax Returns, Income Tax
Education
State University of New York at Old Westbury 2004 — 2004
School of Business, Accounting Department
State University of New York at Albany 1995 — 1999
Bachelor of Science (B.S.), Business Administration; Finance and Marketing; Economics
Lee Peretz's Grassi & Co. Experience May 2006 - September 2010
Job Marketing Director at Anchin, Block & Anchin LLP, Experienced Accounting Firm Marketer Creating Organizational Impact
Industry Accounting
Experience
Anchin, Block & Anchin LLP February 2012 - Present
Association for Accounting Marketing - New York Chapter December 2011 - Present
Public Relations Professionals of Long Island June 2007 - June 2013
J.H. Cohn LLP September 2010 - February 2012
Grassi & Co. May 2006 - September 2010
Cerini & Associates, LLP June 2005 - April 2006
Nixon Peabody, LLP June 2004 - July 2004
Skills
Marketing Strategy, Strategic Analysis, Thought Leadership, Corporate Communications, Accounting, Public Relations, Marketing Communications, Brand Development, Budgeting, Integrated Marketing, Marketing Management, Social Media, Strategic Communications, Business Strategy, Corporate Branding, Event Management, Internal Communications, Media Relations, Market Research, Business Planning, New Business Development
Education
University at Albany, SUNY 2001 — 2005
Bachelors of Science, School of Business - Management/Marketing Concentration
Anchin, Block & Anchin LLP February 2012 - Present
Association for Accounting Marketing - New York Chapter December 2011 - Present
Public Relations Professionals of Long Island June 2007 - June 2013
J.H. Cohn LLP September 2010 - February 2012
Grassi & Co. May 2006 - September 2010
Cerini & Associates, LLP June 2005 - April 2006
Nixon Peabody, LLP June 2004 - July 2004
Skills
Marketing Strategy, Strategic Analysis, Thought Leadership, Corporate Communications, Accounting, Public Relations, Marketing Communications, Brand Development, Budgeting, Integrated Marketing, Marketing Management, Social Media, Strategic Communications, Business Strategy, Corporate Branding, Event Management, Internal Communications, Media Relations, Market Research, Business Planning, New Business Development
Education
University at Albany, SUNY 2001 — 2005
Bachelors of Science, School of Business - Management/Marketing Concentration
Jeffrey M. Yonkers, CPA Jeffrey M. Yonkers, CPA's Grassi & Co. Experience December 2010 - December 2013
Job Chief Financial Officer at Best Yet Market, Inc.
Industry Accounting
Experience
Best Yet Market, Inc. January 2014 - Present
Grassi & Co. December 2010 - December 2013
Marcum LLP October 2008 - December 2010
EarthColor May 1999 - October 2008
Rothenberg & Company 1993 - 1995
Skills
IDEA Software, Financial Reporting, GAAP, Internal Controls, Accounting, Auditing, Cash Management, QuickBooks, Financial Accounting, General Ledger, Financial Statements, Budgets, Financial Analysis, Accounts Receivable, Tax, Finance, Mergers & Acquisitions, External Audit, Assurance
Education
State University of New York College at Oswego 1988 — 1992
BS, Accounting
Commack 1984 — 1988
Best Yet Market, Inc. January 2014 - Present
Grassi & Co. December 2010 - December 2013
Marcum LLP October 2008 - December 2010
EarthColor May 1999 - October 2008
Rothenberg & Company 1993 - 1995
Skills
IDEA Software, Financial Reporting, GAAP, Internal Controls, Accounting, Auditing, Cash Management, QuickBooks, Financial Accounting, General Ledger, Financial Statements, Budgets, Financial Analysis, Accounts Receivable, Tax, Finance, Mergers & Acquisitions, External Audit, Assurance
Education
State University of New York College at Oswego 1988 — 1992
BS, Accounting
Commack 1984 — 1988
Robyn Samuelson-Dodd Robyn Samuelson-Dodd's Grassi & Co. Experience 1999 - 2004
Job Controller at Murrieta Development Company Inc.
Industry Accounting
Experience
Murrieta Development Company Inc. November 2013 - Present
Lombardi Contracting Corp. July 2012 - July 2013
Millimaki & Eggert LLP June 2008 - July 2012
JH Cohn LLP June 2007 - May 2008
Marcum & Kliegman April 2005 - April 2007
Grassi & Co. CPAS 1999 - 2005
Grassi & Co. 1999 - 2004
Skills
GAAP, Internal Controls, Accounting, Assurance, SEC filings, Internal Audit, Auditing, Construction, Employee Benefits, Strategic Financial..., Financial Analysis, Financial Reporting, Contractors, Volunteer Management, Inventory Control, Sales Tax, Tax Accounting, Tax, Forensic Accounting, CPA, Corporate Tax, Income Tax, US GAAP, Sarbanes-Oxley Act, SEC Filings, Financial Accounting
Education
State University of New York College at Buffalo 1993 — 1997
Murrieta Development Company Inc. November 2013 - Present
Lombardi Contracting Corp. July 2012 - July 2013
Millimaki & Eggert LLP June 2008 - July 2012
JH Cohn LLP June 2007 - May 2008
Marcum & Kliegman April 2005 - April 2007
Grassi & Co. CPAS 1999 - 2005
Grassi & Co. 1999 - 2004
Skills
GAAP, Internal Controls, Accounting, Assurance, SEC filings, Internal Audit, Auditing, Construction, Employee Benefits, Strategic Financial..., Financial Analysis, Financial Reporting, Contractors, Volunteer Management, Inventory Control, Sales Tax, Tax Accounting, Tax, Forensic Accounting, CPA, Corporate Tax, Income Tax, US GAAP, Sarbanes-Oxley Act, SEC Filings, Financial Accounting
Education
State University of New York College at Buffalo 1993 — 1997
Julanne Moses's Grassi & Co. Experience December 2010 - August 2014
Job Senior Accountant at Thomas & Gibbs CPAs, PLLC
Industry Accounting
Experience
Thomas & Gibbs CPAs, PLLC September 2014 - Present
Grassi & Co. December 2010 - August 2014
Cotter & Kavanaugh LLP January 2009 - November 2010
MBAF-ERE CPAs, LLC. October 2004 - January 2009
Skills
Auditing, GAAP, CPA, Accounting, US GAAP, Tax Preparation, Assurance, Financial Reporting, Account Reconciliation, Financial Accounting, SEC filings, Internal Controls, Finance, Corporate Tax, Supervisory Skills, Budgets, Teamwork, Dependable Team Player
Education
State University of New York at Albany 2000 — 2004
BS, Accounting
Jamaica High School 1996 — 2000
Diploma, Finance
St. Mary's Star of the Sea 1987 — 1996
None, N/A`
Thomas & Gibbs CPAs, PLLC September 2014 - Present
Grassi & Co. December 2010 - August 2014
Cotter & Kavanaugh LLP January 2009 - November 2010
MBAF-ERE CPAs, LLC. October 2004 - January 2009
Skills
Auditing, GAAP, CPA, Accounting, US GAAP, Tax Preparation, Assurance, Financial Reporting, Account Reconciliation, Financial Accounting, SEC filings, Internal Controls, Finance, Corporate Tax, Supervisory Skills, Budgets, Teamwork, Dependable Team Player
Education
State University of New York at Albany 2000 — 2004
BS, Accounting
Jamaica High School 1996 — 2000
Diploma, Finance
St. Mary's Star of the Sea 1987 — 1996
None, N/A`
Lee Killian, CPA Lee Killian, CPA's Grassi & Co. Experience January 2010 - September 2010
Job Financial Controller at Apax Partners
Industry Import and Export
Experience
Apax Partners June 2015 - Present
TRAXYS September 2014 - June 2015
TRAXYS June 2012 - September 2014
INTL FCStone Inc. September 2010 - June 2012
Grassi & Co. January 2010 - September 2010
McGladrey September 2006 - January 2010
Skills
Accounting, Financial Reporting, Financial Accounting, Auditing, Sarbanes-Oxley Act, Financial Analysis, US GAAP, GAAP, Internal Controls, CPA, General Ledger, SEC filings, QuickBooks, External Audit, Financial Statements, Due Diligence, Commodity Markets, Metals, Revenue Recognition, Consolidation, Financial Audits, Assurance, Account Reconciliation, Cash Flow, Sarbanes-Oxley
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2006
Bachelor of Science (B.S.), Accounting
MHS
Apax Partners June 2015 - Present
TRAXYS September 2014 - June 2015
TRAXYS June 2012 - September 2014
INTL FCStone Inc. September 2010 - June 2012
Grassi & Co. January 2010 - September 2010
McGladrey September 2006 - January 2010
Skills
Accounting, Financial Reporting, Financial Accounting, Auditing, Sarbanes-Oxley Act, Financial Analysis, US GAAP, GAAP, Internal Controls, CPA, General Ledger, SEC filings, QuickBooks, External Audit, Financial Statements, Due Diligence, Commodity Markets, Metals, Revenue Recognition, Consolidation, Financial Audits, Assurance, Account Reconciliation, Cash Flow, Sarbanes-Oxley
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2006
Bachelor of Science (B.S.), Accounting
MHS
Karl Callejas, CPA, CGMA Karl Callejas, CPA, CGMA's Grassi & Co. Experience January 2010 - June 2010
Job Partner at NJ CPA Firm Magone & Company, P.C.
Industry Accounting
Experience
Magone & Company, P.C. September 2013 - Present
Magone & Company, P.C. July 2010 - August 2013
Grassi & Co. January 2010 - June 2010
Magone & Company, P.C. November 2003 - December 2009
Grant Thornton LLP September 2006 - January 2008
KPMG December 2002 - October 2003
EY October 1999 - May 2001
EY November 1994 - September 1999
Skills
Audit, Non-profits, Internal Controls, GAAP, Financial Reporting, US GAAP, Accounting, Sarbanes-Oxley Act, SEC filings, External Audit, CPA, Financial Accounting, Assurance, Tax, Internal Audit, IFRS, Sarbanes-Oxley, Financial Statements, General Ledger, Income Tax, Partnership Taxation, SOX 404, Auditing, Nonprofits, Due Diligence, Forensic Accounting, Financial Audits, Revenue Recognition, Tax Accounting, Corporate Tax, Big 4, Tax Preparation, Consolidation, Cash Flow Forecasting, International Tax, Tax Advisory, Variance Analysis, Cost Accounting
Education
San Beda College 1990 — 1994
BS Accounting, Accounting
Lourders School Quezon City
Magone & Company, P.C. September 2013 - Present
Magone & Company, P.C. July 2010 - August 2013
Grassi & Co. January 2010 - June 2010
Magone & Company, P.C. November 2003 - December 2009
Grant Thornton LLP September 2006 - January 2008
KPMG December 2002 - October 2003
EY October 1999 - May 2001
EY November 1994 - September 1999
Skills
Audit, Non-profits, Internal Controls, GAAP, Financial Reporting, US GAAP, Accounting, Sarbanes-Oxley Act, SEC filings, External Audit, CPA, Financial Accounting, Assurance, Tax, Internal Audit, IFRS, Sarbanes-Oxley, Financial Statements, General Ledger, Income Tax, Partnership Taxation, SOX 404, Auditing, Nonprofits, Due Diligence, Forensic Accounting, Financial Audits, Revenue Recognition, Tax Accounting, Corporate Tax, Big 4, Tax Preparation, Consolidation, Cash Flow Forecasting, International Tax, Tax Advisory, Variance Analysis, Cost Accounting
Education
San Beda College 1990 — 1994
BS Accounting, Accounting
Lourders School Quezon City
Herman Ortiz, CPA's Grassi & Co. Experience January 2006 - May 2009
Job Certified Public Accountant
Industry Accounting
Experience
Todres & Company, LLP October 2009 - May 2013
Grassi & Co. January 2006 - May 2009
Skills
CPA, Tax Returns, Auditing, Tax, Due Diligence, Assurance, Corporate Tax, Accounting, Income Tax, GAAP, ProSystem fx Tax, Financial Reporting, Partnership Taxation, Financial Accounting, Account Reconciliation, QuickBooks, Internal Controls, US GAAP
Education
State University of New York at Buffalo - School of Management 2001 — 2005
B.S., Accounting
Commack high school
Todres & Company, LLP October 2009 - May 2013
Grassi & Co. January 2006 - May 2009
Skills
CPA, Tax Returns, Auditing, Tax, Due Diligence, Assurance, Corporate Tax, Accounting, Income Tax, GAAP, ProSystem fx Tax, Financial Reporting, Partnership Taxation, Financial Accounting, Account Reconciliation, QuickBooks, Internal Controls, US GAAP
Education
State University of New York at Buffalo - School of Management 2001 — 2005
B.S., Accounting
Commack high school
Laura Schultz Laura Schultz's Grassi & Co. Experience November 2009 - 2012
Job Administration
Industry Executive Office
Experience
Grassi & Co. November 2009 - 2012
Vacation Real Estate August 2007 - November 2009
Feldman Mall Properties, Inc. 2006 - 2008
Marsh November 2001 - February 2003
Posner Advertising 2000 - 2002
Skills
Marketing Management, Administration, Writing
Education
Quinnipiac University 1991 — 1995
BS, Marketing
Stone Academy 1990 — 1991
Certificate, Business Administration
Grassi & Co. November 2009 - 2012
Vacation Real Estate August 2007 - November 2009
Feldman Mall Properties, Inc. 2006 - 2008
Marsh November 2001 - February 2003
Posner Advertising 2000 - 2002
Skills
Marketing Management, Administration, Writing
Education
Quinnipiac University 1991 — 1995
BS, Marketing
Stone Academy 1990 — 1991
Certificate, Business Administration
Larry Wills Larry Wills's Grassi & Co. Experience February 2014 - Present
Job IT Helpdesk Support at Grassi & Co.
Industry Information Technology and Services
Experience
Grassi & Co. February 2014 - Present
Catholic Health Services March 2007 - February 2014
Target April 2001 - March 2007
Skills
Troubleshooting, Computer Hardware, XP, Windows 7, Computer Repair, Computer Maintenance, Help Desk Support, Laptops, Technical Support, Printers, Security, Retail, Remote Desktop, Information Technology, Employee Training, Microsoft Office 2003, Windows XP Pro, Software Installation, Windows, Inventory Management, Microsoft Office 2007, Customer Service, System Deployment, Antivirus, Routers, Windows 2000, Windows Vista, Hardware, Desktop Computers, Virus Removal, iPhone Support, A Certified, Dell Computers
Education
Suffolk County Community College 2002 — 2006
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Ward Melville High School 1999 — 2002
HS Diploma
Grassi & Co. February 2014 - Present
Catholic Health Services March 2007 - February 2014
Target April 2001 - March 2007
Skills
Troubleshooting, Computer Hardware, XP, Windows 7, Computer Repair, Computer Maintenance, Help Desk Support, Laptops, Technical Support, Printers, Security, Retail, Remote Desktop, Information Technology, Employee Training, Microsoft Office 2003, Windows XP Pro, Software Installation, Windows, Inventory Management, Microsoft Office 2007, Customer Service, System Deployment, Antivirus, Routers, Windows 2000, Windows Vista, Hardware, Desktop Computers, Virus Removal, iPhone Support, A Certified, Dell Computers
Education
Suffolk County Community College 2002 — 2006
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Ward Melville High School 1999 — 2002
HS Diploma
Kieran Sullivan Kieran Sullivan's Grassi & Co. Experience October 2014 - Present
Job Audit Junior at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. October 2014 - Present
LeverPoint Management, LLC January 2014 - May 2014
Sidoti & Company, LLC June 2013 - August 2013
Hoops Care International August 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Communication Skills, Teamwork, Customer Service
Education
Siena College 2013 — 2014
MS, Accounting
Siena College 2009 — 2013
BS, Accounting
University of Cape Coast
Grassi & Co. October 2014 - Present
LeverPoint Management, LLC January 2014 - May 2014
Sidoti & Company, LLC June 2013 - August 2013
Hoops Care International August 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Communication Skills, Teamwork, Customer Service
Education
Siena College 2013 — 2014
MS, Accounting
Siena College 2009 — 2013
BS, Accounting
University of Cape Coast
Mehmet Sengulen, CPA Mehmet Sengulen, CPA's Grassi & Co. Experience November 2013 - February 2015
Job Audit Partner at UHY LLP
Industry Accounting
Experience
UHY LLP February 2015 - Present
Grassi & Co. November 2013 - February 2015
PwC December 2011 - November 2013
J.H. Cohn LLP March 2008 - December 2011
Canon, Inc. March 2007 - March 2008
Motorola June 2005 - March 2007
KPMG June 2001 - June 2005
Skills
Financial Reporting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Accounting, US GAAP, IFRS, Financial Accounting, Tax, Management Consulting, SEC filings, CPA, Internal Audit, GAAP, Corporate Finance, Mergers & Acquisitions, Consolidation, Revenue Recognition, External Audit, SEC Filings
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
MBA, Accounting
Holy Trinity High School 1994 — 1998
High School
UHY LLP February 2015 - Present
Grassi & Co. November 2013 - February 2015
PwC December 2011 - November 2013
J.H. Cohn LLP March 2008 - December 2011
Canon, Inc. March 2007 - March 2008
Motorola June 2005 - March 2007
KPMG June 2001 - June 2005
Skills
Financial Reporting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Accounting, US GAAP, IFRS, Financial Accounting, Tax, Management Consulting, SEC filings, CPA, Internal Audit, GAAP, Corporate Finance, Mergers & Acquisitions, Consolidation, Revenue Recognition, External Audit, SEC Filings
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
MBA, Accounting
Holy Trinity High School 1994 — 1998
High School
James Metzler James Metzler's Grassi & Co. Experience June 2015 - Present
Job Audit SemiSenior at Grassi & Co.
Industry Financial Services
Experience
Grassi & Co. June 2015 - Present
Grassi & Co. November 2014 - June 2015
Broadridge Financial Solutions August 2013 - October 2014
Opportunities for Otsego September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Written & Verbal..., Time Management, Teamwork, Financial Analysis, Leadership, Accounting, Data Entry, Auditing, Financial Reporting, Account Reconciliation, Accounts Payable, Finance, General Ledger, GAAP, Financial Statements, Bookkeeping
Education
State University of New York College at Oneonta 2008 — 2013
Bachelor of Science (B.S.), Professional Accounting
Grassi & Co. June 2015 - Present
Grassi & Co. November 2014 - June 2015
Broadridge Financial Solutions August 2013 - October 2014
Opportunities for Otsego September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Written & Verbal..., Time Management, Teamwork, Financial Analysis, Leadership, Accounting, Data Entry, Auditing, Financial Reporting, Account Reconciliation, Accounts Payable, Finance, General Ledger, GAAP, Financial Statements, Bookkeeping
Education
State University of New York College at Oneonta 2008 — 2013
Bachelor of Science (B.S.), Professional Accounting
Charles Sacco, MBA's Grassi & Co. Experience February 2012 - January 2013
Job Staffing Manager at Accountemps
Industry Accounting
Experience
Accountemps June 2015 - Present
W. P. Carey Inc. January 2015 - April 2015
Leucadia National Corporation June 2014 - September 2014
Schneider Schecter & Yoss, LP November 2013 - May 2014
Grassi & Co. February 2012 - January 2013
The Mironov Group December 2009 - May 2011
Suplee, Clooney & Company June 2008 - December 2009
Skills
Tax Research, Tax, CPA, Partnership Taxation, Accounting, Financial Reporting, Financial Accounting, Corporate Tax, Tax Accounting, Finance, Tax Preparation, Income Tax, Auditing, QuickBooks, Account Reconciliation, Journal Entries, GAAP, Tax Returns, ProSystem fx Tax, US GAAP, International Tax, General Ledger, Sales Tax, Partnership Tax Returns, Individual Returns, Microsoft Excel, Microsoft Office, Financial Analysis, Bookkeeping, Customer Service, Financial Statements, Accounts Payable, Accounts Receivable, Temporary Staffing, Temporary Placement, Budgets, Preparation, Sales
Education
William Paterson University of New Jersey 2009 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance, 3.5
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance, 3.0
Accountemps June 2015 - Present
W. P. Carey Inc. January 2015 - April 2015
Leucadia National Corporation June 2014 - September 2014
Schneider Schecter & Yoss, LP November 2013 - May 2014
Grassi & Co. February 2012 - January 2013
The Mironov Group December 2009 - May 2011
Suplee, Clooney & Company June 2008 - December 2009
Skills
Tax Research, Tax, CPA, Partnership Taxation, Accounting, Financial Reporting, Financial Accounting, Corporate Tax, Tax Accounting, Finance, Tax Preparation, Income Tax, Auditing, QuickBooks, Account Reconciliation, Journal Entries, GAAP, Tax Returns, ProSystem fx Tax, US GAAP, International Tax, General Ledger, Sales Tax, Partnership Tax Returns, Individual Returns, Microsoft Excel, Microsoft Office, Financial Analysis, Bookkeeping, Customer Service, Financial Statements, Accounts Payable, Accounts Receivable, Temporary Staffing, Temporary Placement, Budgets, Preparation, Sales
Education
William Paterson University of New Jersey 2009 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance, 3.5
Quinnipiac University - School of Business 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance, 3.0
STEPHANIE DIRUBBA's Grassi & Co. Experience October 2014 - Present
Job Accounting Services Senior @ Grassi & Co. CPAS
Industry Accounting
Experience
Grassi & Co. October 2014 - Present
Flynn Family Office (FFO) *Formerly a Division of Rothstein Kass June 2014 - October 2014
Rothstein Kass July 2012 - May 2014
Graceffo, Hough & Weintraub, LLP March 2009 - July 2012
Eichenbaum & Stylianou, LLC June 2008 - February 2009
Dischino Associates February 2008 - May 2008
MWW Group September 2007 - December 2007
Skills
Accounting, Auditing, Financial Reporting, Quickbooks, Audit, QuickBooks, Income Tax, Bank Reconciliation, Invoicing, Financial Statements, Accountants, Budgets, Finance, Microsoft Excel, Payroll, Tax, Bookkeeping, Corporate Finance, Tax Preparation, Account Reconciliation, Tax Returns, Internal Controls, General Ledger, GAAP, CPA, Accounts Receivable
Education
Rutgers Business School 2005 — 2009
BS, Accounting
Grassi & Co. October 2014 - Present
Flynn Family Office (FFO) *Formerly a Division of Rothstein Kass June 2014 - October 2014
Rothstein Kass July 2012 - May 2014
Graceffo, Hough & Weintraub, LLP March 2009 - July 2012
Eichenbaum & Stylianou, LLC June 2008 - February 2009
Dischino Associates February 2008 - May 2008
MWW Group September 2007 - December 2007
Skills
Accounting, Auditing, Financial Reporting, Quickbooks, Audit, QuickBooks, Income Tax, Bank Reconciliation, Invoicing, Financial Statements, Accountants, Budgets, Finance, Microsoft Excel, Payroll, Tax, Bookkeeping, Corporate Finance, Tax Preparation, Account Reconciliation, Tax Returns, Internal Controls, General Ledger, GAAP, CPA, Accounts Receivable
Education
Rutgers Business School 2005 — 2009
BS, Accounting
Christopher Takla Christopher Takla's Grassi & Co. Experience January 2011 - Present
Job Accountant at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. January 2011 - Present
JLL Partners Inc. June 1998 - December 2010
Skills
Bookkeeping, Reconciliation, Financial Accounting, GAAP, Income Tax, Journal Entries, Financial Services, Accounts Payable, Internal Controls, Financial Reporting, Account Reconciliation, General Ledger, Investments, Accounts Receivable, Financial Statements, Accounting, Hedge Funds, Tax, Auditing, Fund Accounting
Education
Rutgers, The State University of New Jersey-Newark
"BS", Accounting
Grassi & Co. January 2011 - Present
JLL Partners Inc. June 1998 - December 2010
Skills
Bookkeeping, Reconciliation, Financial Accounting, GAAP, Income Tax, Journal Entries, Financial Services, Accounts Payable, Internal Controls, Financial Reporting, Account Reconciliation, General Ledger, Investments, Accounts Receivable, Financial Statements, Accounting, Hedge Funds, Tax, Auditing, Fund Accounting
Education
Rutgers, The State University of New Jersey-Newark
"BS", Accounting
Yaniv Tzadok, CPA's Grassi & Co. Experience July 2005 - June 2013
Job Controller at B&G Electrical Contractors of NY
Industry Accounting
Experience
B&G Electrical Contractor of NY July 2013 - Present
B&G Electrical Contractor of NY July 2013 - Present
GRASSI & CO. July 2005 - June 2013
Skills
CPA, ProSystem fx Tax, GAAP, Auditing, Tax, Corporate Tax, Accounting, Income Tax, Financial Accounting, Financial Reporting, Partnership Taxation, Tax Preparation, Tax Returns, Tax Research, Internal Controls
Education
City University of New York-Queens College 2003 — 2005
B&G Electrical Contractor of NY July 2013 - Present
B&G Electrical Contractor of NY July 2013 - Present
GRASSI & CO. July 2005 - June 2013
Skills
CPA, ProSystem fx Tax, GAAP, Auditing, Tax, Corporate Tax, Accounting, Income Tax, Financial Accounting, Financial Reporting, Partnership Taxation, Tax Preparation, Tax Returns, Tax Research, Internal Controls
Education
City University of New York-Queens College 2003 — 2005
C Steven Maurer C Steven Maurer's Grassi & Co. Experience July 2009 - June 2012
Job Manager at a National Top Six Accounting Firm
Industry Accounting
Experience
McGladrey, LLP June 2012 - Present
Grassi & Co. July 2009 - June 2012
WeiserMazars LLP May 2005 - May 2009
Ernst & Young January 1999 - May 2005
Skills
Budgeting using Lean..., Accounting, Valuation, Sarbanes-Oxley Act, Tax Preparation, Financial Reporting, Real Estate, GAAP, CPA, Internal Controls, Auditing, Internal Audit, Budgets, General Ledger, QuickBooks, Financial Accounting, Financial Statements, Finance, Income Tax, Lean Manufacturing, Tax, US GAAP, Analysis, SEC filings, Financial Analysis, Management, Corporate Tax, Due Diligence, Tax Accounting, Mergers & Acquisitions, Strategic Planning, Consolidation, Consulting
Education
Queens College 1994 — 1999
Bachlor of Arts, Accounting and Information Systems & Sociology
McGladrey, LLP June 2012 - Present
Grassi & Co. July 2009 - June 2012
WeiserMazars LLP May 2005 - May 2009
Ernst & Young January 1999 - May 2005
Skills
Budgeting using Lean..., Accounting, Valuation, Sarbanes-Oxley Act, Tax Preparation, Financial Reporting, Real Estate, GAAP, CPA, Internal Controls, Auditing, Internal Audit, Budgets, General Ledger, QuickBooks, Financial Accounting, Financial Statements, Finance, Income Tax, Lean Manufacturing, Tax, US GAAP, Analysis, SEC filings, Financial Analysis, Management, Corporate Tax, Due Diligence, Tax Accounting, Mergers & Acquisitions, Strategic Planning, Consolidation, Consulting
Education
Queens College 1994 — 1999
Bachlor of Arts, Accounting and Information Systems & Sociology
Joseph Leocata Joseph Leocata's Grassi & Co. Experience March 2013 - Present
Job Esq., CPA, MBA
Industry Law Practice
Experience
Nassau County Bar Association September 2014 - Present
Grassi & Co. March 2013 - Present
Karen J. Tenenbaum, P.C. January 2013 - March 2013
Salerno & Weinstein, Attorneys at Law November 2012 - March 2013
Law Office of Craig A. Andreoli, P.C. January 2012 - May 2012
Volunteer Income Tax Assistance (VITA) program January 2010 - April 2012
Mortgage, Foreclosure, and Bankruptcy Clinic August 2011 - December 2011
Langone and Associates, PLLC June 2011 - August 2011
Central Islip Civic Council June 2010 - August 2010
Michael A. Duca Company, CPA's July 2008 - August 2009
Skills
Tax Law, Tax Accounting, Legal Research, Legal Writing, Penalty Abatement, IRS, state & local..., Tax Preparation, Auditing, Bankruptcy, Westlaw, QuickBooks, Lexis, Document Drafting, Legal Assistance, CCH Intelliconnect, Microsoft Office
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2012
Juris Doctor, Law
St. Joseph's College (NY) 2007 — 2009
Master of Business Administration, Accounting
St. Joseph's College (NY) 2003 — 2007
Bachelor of Science, Accounting
Nassau County Bar Association September 2014 - Present
Grassi & Co. March 2013 - Present
Karen J. Tenenbaum, P.C. January 2013 - March 2013
Salerno & Weinstein, Attorneys at Law November 2012 - March 2013
Law Office of Craig A. Andreoli, P.C. January 2012 - May 2012
Volunteer Income Tax Assistance (VITA) program January 2010 - April 2012
Mortgage, Foreclosure, and Bankruptcy Clinic August 2011 - December 2011
Langone and Associates, PLLC June 2011 - August 2011
Central Islip Civic Council June 2010 - August 2010
Michael A. Duca Company, CPA's July 2008 - August 2009
Skills
Tax Law, Tax Accounting, Legal Research, Legal Writing, Penalty Abatement, IRS, state & local..., Tax Preparation, Auditing, Bankruptcy, Westlaw, QuickBooks, Lexis, Document Drafting, Legal Assistance, CCH Intelliconnect, Microsoft Office
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2012
Juris Doctor, Law
St. Joseph's College (NY) 2007 — 2009
Master of Business Administration, Accounting
St. Joseph's College (NY) 2003 — 2007
Bachelor of Science, Accounting
Merissa Stewart, CPA's Grassi & Co. Experience June 2015 - Present
Job Senior Tax Accountant at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. June 2015 - Present
Skills
ProSystem fx Tax, Microsoft Excel, Financial Reporting, Auditing, Accounting, Corporate Tax, Tax, Tax Returns, Tax Research, Partnership Taxation, Tax Preparation, GAAP, US GAAP, CPA, Financial Analysis, Tax Accounting, Income Tax
Education
University of Delaware 2005 — 2010
Accounting, Accounting
University of Delaware - Lerner College of Business and Economics 2005 — 2010
Bachelor of Science, Accounting
Huntington School of Fine Arts 2004 — 2005
Cold Spring Harbor High School 2001 — 2005
Grassi & Co. June 2015 - Present
Skills
ProSystem fx Tax, Microsoft Excel, Financial Reporting, Auditing, Accounting, Corporate Tax, Tax, Tax Returns, Tax Research, Partnership Taxation, Tax Preparation, GAAP, US GAAP, CPA, Financial Analysis, Tax Accounting, Income Tax
Education
University of Delaware 2005 — 2010
Accounting, Accounting
University of Delaware - Lerner College of Business and Economics 2005 — 2010
Bachelor of Science, Accounting
Huntington School of Fine Arts 2004 — 2005
Cold Spring Harbor High School 2001 — 2005
Joseph Tomaino Joseph Tomaino's Grassi & Co. Experience January 2015 - Present
Job Principal at Grassi & Co.
Industry Hospital & Health Care
Experience
Grassi & Co. January 2015 - Present
The Tomaino Group 2014 - January 2015
HEALTHIX 2012 - 2014
Catholic Health Services of Long Island 2011 - 2014
Good Shepherd Hospice An operating unit of Catholic Health Services 2011 - 2014
Our Lady of Consolation Nursing and Rehabilitative Care Center An operating unit of CHSLI 2011 - 2014
Catholic Home Care An operating unit of Catholic Health Services 2011 - 2014
Maryhaven Center of Hope An operating unit of Catholic Health Services 2011 - 2011
RSM McGladrey 2008 - 2011
Westchester Medical Center 2004 - 2009
Skills
Project Management, Strategic Planning, Quality Improvement, Revenue Analysis, Clinical Operations, Board Governance, Healthcare, Analysis, Budgets, Business Development, Business Planning, Business Process..., Clinical Research, EMR, Elder Care, Employee Benefits, Executive Management, HIPAA, Healthcare Consulting, Healthcare Industry, Healthcare Information..., Healthcare Management, Home Care, Hospitals, Informatics, Inpatient, Leadership, Long-term Care, Managed Care, Management, Medicaid, Medicare, Medicine, Nonprofits, Nursing, Operations Management, Patient Safety, Performance Improvement, Physician Relations, Physicians, Policy, Process Improvement, Program Development, Program Management, Quality Assurance, Rehabilitation, Strategy, Utilization Management, Revenue Cycle, EHR
Education
College of New Rochelle 1990 — 1992
MS, Nursing Administration
The Catholic University of America 1977 — 1981
BSN, Nursing
Christian Brothers Academy 1973 — 1977
High School, High school
Grassi & Co. January 2015 - Present
The Tomaino Group 2014 - January 2015
HEALTHIX 2012 - 2014
Catholic Health Services of Long Island 2011 - 2014
Good Shepherd Hospice An operating unit of Catholic Health Services 2011 - 2014
Our Lady of Consolation Nursing and Rehabilitative Care Center An operating unit of CHSLI 2011 - 2014
Catholic Home Care An operating unit of Catholic Health Services 2011 - 2014
Maryhaven Center of Hope An operating unit of Catholic Health Services 2011 - 2011
RSM McGladrey 2008 - 2011
Westchester Medical Center 2004 - 2009
Skills
Project Management, Strategic Planning, Quality Improvement, Revenue Analysis, Clinical Operations, Board Governance, Healthcare, Analysis, Budgets, Business Development, Business Planning, Business Process..., Clinical Research, EMR, Elder Care, Employee Benefits, Executive Management, HIPAA, Healthcare Consulting, Healthcare Industry, Healthcare Information..., Healthcare Management, Home Care, Hospitals, Informatics, Inpatient, Leadership, Long-term Care, Managed Care, Management, Medicaid, Medicare, Medicine, Nonprofits, Nursing, Operations Management, Patient Safety, Performance Improvement, Physician Relations, Physicians, Policy, Process Improvement, Program Development, Program Management, Quality Assurance, Rehabilitation, Strategy, Utilization Management, Revenue Cycle, EHR
Education
College of New Rochelle 1990 — 1992
MS, Nursing Administration
The Catholic University of America 1977 — 1981
BSN, Nursing
Christian Brothers Academy 1973 — 1977
High School, High school
Michael Minutello Michael Minutello's Grassi & Co. Experience September 2010 - July 2013
Job Assurance Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2013 - Present
Grassi & Co. September 2010 - July 2013
David Landau & Associates, LLC July 2009 - August 2010
Ernst & Young August 2004 - July 2009
Raich Ende Malter & Co., LLP March 1997 - August 2004
Skills
Auditing, US GAAP, Accounting, GAAP, Tax, CPA, External Audit, Assurance, Financial Reporting, Financial Accounting, Financial Services, SEC filings, Corporate Tax, Tax Accounting, Financial Analysis, Valuation, Internal Controls, Sarbanes-Oxley Act, Income Tax, Internal Audit, Teaching, Presentations, COSO Framework
Education
St. John's University, The Peter J. Tobin College of Business 1988 — 1993
BS, Accounting
Kellenberg Memorial High School 1984 — 1988
BDO USA, LLP August 2013 - Present
Grassi & Co. September 2010 - July 2013
David Landau & Associates, LLC July 2009 - August 2010
Ernst & Young August 2004 - July 2009
Raich Ende Malter & Co., LLP March 1997 - August 2004
Skills
Auditing, US GAAP, Accounting, GAAP, Tax, CPA, External Audit, Assurance, Financial Reporting, Financial Accounting, Financial Services, SEC filings, Corporate Tax, Tax Accounting, Financial Analysis, Valuation, Internal Controls, Sarbanes-Oxley Act, Income Tax, Internal Audit, Teaching, Presentations, COSO Framework
Education
St. John's University, The Peter J. Tobin College of Business 1988 — 1993
BS, Accounting
Kellenberg Memorial High School 1984 — 1988
Nicole Vaccaro's Grassi & Co. Experience May 2014 - Present
Job Tax Senior at Grassi & Co. CPA's
Industry Accounting
Experience
Grassi & Co. May 2014 - Present
Foundation Source June 2013 - May 2014
PricewaterhouseCoopers June 2011 - June 2013
GE January 2011 - May 2011
Sacred Heart University August 2009 - May 2011
Jandrisevits Learning Center September 2009 - October 2010
Sacred Heart University May 2009 - September 2009
Education
Sacred Heart University 2007 — 2011
Bachelor of Science, Accounting
Grassi & Co. May 2014 - Present
Foundation Source June 2013 - May 2014
PricewaterhouseCoopers June 2011 - June 2013
GE January 2011 - May 2011
Sacred Heart University August 2009 - May 2011
Jandrisevits Learning Center September 2009 - October 2010
Sacred Heart University May 2009 - September 2009
Education
Sacred Heart University 2007 — 2011
Bachelor of Science, Accounting
Nneka Hatch Nneka Hatch's Grassi & Co. Experience November 2006 - March 2012
Job Accountant at S. Adelsberg & Co.
Industry Accounting
Experience
S. Adelsberg & Co. February 2013 - Present
Grassi & Co. November 2006 - March 2012
Marks Paneth & Shron LLP January 1998 - December 2000
Skills
Auditing, Management Consulting, Financial Reporting, Accounting, Assurance, Financial Accounting, Tax, Account Reconciliation, Internal Controls, Corporate Tax, Financial Analysis, Income Tax, US GAAP, GAAP
Education
Temple University - Fox School of Business and Management 1993 — 1997
BBA, Accounting
S. Adelsberg & Co. February 2013 - Present
Grassi & Co. November 2006 - March 2012
Marks Paneth & Shron LLP January 1998 - December 2000
Skills
Auditing, Management Consulting, Financial Reporting, Accounting, Assurance, Financial Accounting, Tax, Account Reconciliation, Internal Controls, Corporate Tax, Financial Analysis, Income Tax, US GAAP, GAAP
Education
Temple University - Fox School of Business and Management 1993 — 1997
BBA, Accounting
Angela Spinelli Parente's Grassi & Co. Experience June 1998 - June 1999
Job Internal Accounting Manager at Marks Paneth & Shron LLP
Industry Accounting
Experience
Marks Paneth LLP June 2010 - Present
New Leaders for New Schools January 2009 - May 2010
Didit.com July 2007 - January 2009
TransitCenter, Inc. 2003 - 2007
Grassi & Co. June 1998 - June 1999
Skills
QuickBooks, GAAP, Finance, Financial Accounting, Accounts Payable, Auditing, Financial Reporting, Financial Statements, General Ledger, Income Tax, Internal Audit, US GAAP, CPA, Cash Flow, Financial Audits, Internal Controls, Invoicing, Project Management, Tax, Tax Preparation, Tax Research, Management, Payroll, Accounting, Financial Analysis, Account Reconciliation, Tax Returns
Education
Saint John's University
Bachelor of Science, Accounting
Marks Paneth LLP June 2010 - Present
New Leaders for New Schools January 2009 - May 2010
Didit.com July 2007 - January 2009
TransitCenter, Inc. 2003 - 2007
Grassi & Co. June 1998 - June 1999
Skills
QuickBooks, GAAP, Finance, Financial Accounting, Accounts Payable, Auditing, Financial Reporting, Financial Statements, General Ledger, Income Tax, Internal Audit, US GAAP, CPA, Cash Flow, Financial Audits, Internal Controls, Invoicing, Project Management, Tax, Tax Preparation, Tax Research, Management, Payroll, Accounting, Financial Analysis, Account Reconciliation, Tax Returns
Education
Saint John's University
Bachelor of Science, Accounting
Reena Panchal's Grassi & Co. Experience February 2009 - January 2013
Job Senior Manager, Fraud Investigations & Dispute Services at Ernst & Young
Industry Financial Services
Experience
Ernst & Young February 2013 - Present
Grassi & Co. February 2009 - January 2013
Deloitte Financial Advisory Services LLP February 2008 - November 2008
naRee October 2004 - June 2008
LECG February 2001 - June 2006
Kala Raksha 1995 - 1996
Skills
Litigation Support, Financial Reporting, Forensic Accounting, Analysis, Fraud
Education
The London School of Economics and Political Science (LSE) 1998 — 1999
M.Sc., Development Studies
The George Washington University 1993 — 1997
B.A., International Affairs
Ernst & Young February 2013 - Present
Grassi & Co. February 2009 - January 2013
Deloitte Financial Advisory Services LLP February 2008 - November 2008
naRee October 2004 - June 2008
LECG February 2001 - June 2006
Kala Raksha 1995 - 1996
Skills
Litigation Support, Financial Reporting, Forensic Accounting, Analysis, Fraud
Education
The London School of Economics and Political Science (LSE) 1998 — 1999
M.Sc., Development Studies
The George Washington University 1993 — 1997
B.A., International Affairs
Laurie Lenahan's Grassi & Co. Experience December 2011 - November 2012
Job Associate at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP September 2014 - Present
Citrin Cooperman November 2012 - September 2014
Grassi & Co. December 2011 - November 2012
WeiserMazars LLP 1998 - November 2011
Skills
QuickBooks, Tax Preparation, Accounting, General Ledger, Income Tax, Tax Returns, Tax, Sales Tax, Small Business, Account Reconciliation, Bookkeeping, Accounts Payable, Payroll, Journal Entries, Accounts Receivable, ProSystem fx Tax, Financial Analysis, Fixed Assets, Accruals, Consolidation, Payroll Taxes, Accountants, Superior Client Service, Account Management, Microsoft Excel
Education
Queens College 2000 — 2009
CohnReznick LLP September 2014 - Present
Citrin Cooperman November 2012 - September 2014
Grassi & Co. December 2011 - November 2012
WeiserMazars LLP 1998 - November 2011
Skills
QuickBooks, Tax Preparation, Accounting, General Ledger, Income Tax, Tax Returns, Tax, Sales Tax, Small Business, Account Reconciliation, Bookkeeping, Accounts Payable, Payroll, Journal Entries, Accounts Receivable, ProSystem fx Tax, Financial Analysis, Fixed Assets, Accruals, Consolidation, Payroll Taxes, Accountants, Superior Client Service, Account Management, Microsoft Excel
Education
Queens College 2000 — 2009
Deborah Chichester's Grassi & Co. Experience June 2014 - Present
Job Tax Manager at Grassi & Co.
Industry Investment Management
Experience
Grassi & Co. June 2014 - Present
PwC July 2004 - May 2014
Skills
Tax, Corporate Tax, International Tax, Tax Accounting, Tax Research, CPA, US GAAP, Partnership Taxation, Tax Preparation, Financial Analysis, Tax Returns, Private Equity, Hedge Funds, Fund Of Funds, Asset Management, FATCA, Alternative Investments, Financial Services, Due Diligence, Risk Management, Microsoft Excel, Financial Audits, Account Reconciliation, Financial Accounting, Fund Accounting, Internal Controls, Auditing, Financial Statements, Tax Law, Financial Modeling
Education
University of Pittsburgh 2000 — 2004
Grassi & Co. June 2014 - Present
PwC July 2004 - May 2014
Skills
Tax, Corporate Tax, International Tax, Tax Accounting, Tax Research, CPA, US GAAP, Partnership Taxation, Tax Preparation, Financial Analysis, Tax Returns, Private Equity, Hedge Funds, Fund Of Funds, Asset Management, FATCA, Alternative Investments, Financial Services, Due Diligence, Risk Management, Microsoft Excel, Financial Audits, Account Reconciliation, Financial Accounting, Fund Accounting, Internal Controls, Auditing, Financial Statements, Tax Law, Financial Modeling
Education
University of Pittsburgh 2000 — 2004
Ryan Zanetti's Grassi & Co. Experience 2009 - 2010
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management 2010 - Present
The CityKids Foundation, Inc. 2010 - 2014
Grassi & Co. 2009 - 2010
Huron Consulting Group 2007 - 2009
Skills
Financial Analysis, Valuation, Due Diligence, Forensic Accounting, Litigation Support, Corporate Finance, Mergers & Acquisitions, Business Analysis, Strategy Execution, Financial & Legal..., Private Equity, Real Estate, Risk Management, Financial Modeling
Education
State University of New York at Albany 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Morgan Stanley Investment Management 2010 - Present
The CityKids Foundation, Inc. 2010 - 2014
Grassi & Co. 2009 - 2010
Huron Consulting Group 2007 - 2009
Skills
Financial Analysis, Valuation, Due Diligence, Forensic Accounting, Litigation Support, Corporate Finance, Mergers & Acquisitions, Business Analysis, Strategy Execution, Financial & Legal..., Private Equity, Real Estate, Risk Management, Financial Modeling
Education
State University of New York at Albany 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Lisa Cappiello's Grassi & Co. Experience November 2013 - July 2015
Job Tax Principal at WithumSmith + Brown
Industry Accounting
Experience
WithumSmith+Brown August 2015 - Present
Grassi & Co. November 2013 - July 2015
Rothstein Kass October 2011 - November 2013
Caxton Associates LLC 1992 - September 2011
Skills
CPA, Fund Of Funds, Hedge Funds, Income Tax, Partnership Taxation, Private Equity, Tax, Tax Preparation, Accounting, Corporate Tax, Account Reconciliation, Equities, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Fund Accounting, General Ledger, GAAP, International Tax, Tax Accounting, Tax Advisory, Tax Research, Derivatives
Education
Rider University 1982 — 1986
WithumSmith+Brown August 2015 - Present
Grassi & Co. November 2013 - July 2015
Rothstein Kass October 2011 - November 2013
Caxton Associates LLC 1992 - September 2011
Skills
CPA, Fund Of Funds, Hedge Funds, Income Tax, Partnership Taxation, Private Equity, Tax, Tax Preparation, Accounting, Corporate Tax, Account Reconciliation, Equities, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Fund Accounting, General Ledger, GAAP, International Tax, Tax Accounting, Tax Advisory, Tax Research, Derivatives
Education
Rider University 1982 — 1986
Nicole Ponce's Grassi & Co. Experience April 2008 - November 2011
Job Executive Recruiter Public Accounting
Industry Staffing and Recruiting
Experience
Independent Consultant/ Recruiter January 2012 - Present
Global Tire Group, Inc. November 2011 - Present
Grassi & Co. April 2008 - November 2011
Independent Consultant 2004 - March 2008
Oakwood Worldwide January 2002 - January 2004
The Ayers Group January 2000 - March 2001
Sloan Staffing January 1998 - December 1999
Trandon Associates February 1994 - January 1998
Education
Queens College
Independent Consultant/ Recruiter January 2012 - Present
Global Tire Group, Inc. November 2011 - Present
Grassi & Co. April 2008 - November 2011
Independent Consultant 2004 - March 2008
Oakwood Worldwide January 2002 - January 2004
The Ayers Group January 2000 - March 2001
Sloan Staffing January 1998 - December 1999
Trandon Associates February 1994 - January 1998
Education
Queens College
Bill Hughes, CPA's Grassi & Co. Experience September 2014 - Present
Job Partner at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. September 2014 - Present
Rosen Seymour Shapss Martin & Company LLP January 2011 - August 2014
Kahn, Hoffman & Hochman, LLP August 1998 - December 2010
Education
Siena College 1977 — 1981
B.B.A., Accounting
Grassi & Co. September 2014 - Present
Rosen Seymour Shapss Martin & Company LLP January 2011 - August 2014
Kahn, Hoffman & Hochman, LLP August 1998 - December 2010
Education
Siena College 1977 — 1981
B.B.A., Accounting
Kevin Cassidy, CPA's Grassi & Co. Experience May 2013 - Present
Job Shalik, Morris & Company, LLP
Industry Accounting
Experience
Shalik Morris & Co CPA August 2014 - Present
Grassi & Co. May 2013 - Present
Schwartz & Company, LLP August 2012 - May 2013
Ernst & Young, LLP May 2002 - July 2012
Arthur Andersen, LLP November 1998 - May 2002
Moses & Schreiber, LLP November 1996 - November 1998
AIG March 1996 - November 1996
Skills
Tax, Tax Accounting, Corporate Tax, US Tax, International Tax, Tax Preparation, Income Tax, Partnership Taxation, GoSystems, Tax Returns, Accounting, Financial Reporting, CPA, Auditing, Tax Research
Education
Saint John's University 1993 — 1996
Bachelor's of Science, Accounting
Holy Trinity High School 1986 — 1990
Shalik Morris & Co CPA August 2014 - Present
Grassi & Co. May 2013 - Present
Schwartz & Company, LLP August 2012 - May 2013
Ernst & Young, LLP May 2002 - July 2012
Arthur Andersen, LLP November 1998 - May 2002
Moses & Schreiber, LLP November 1996 - November 1998
AIG March 1996 - November 1996
Skills
Tax, Tax Accounting, Corporate Tax, US Tax, International Tax, Tax Preparation, Income Tax, Partnership Taxation, GoSystems, Tax Returns, Accounting, Financial Reporting, CPA, Auditing, Tax Research
Education
Saint John's University 1993 — 1996
Bachelor's of Science, Accounting
Holy Trinity High School 1986 — 1990
Kavita Kamdar's Grassi & Co. Experience September 2009 - May 2013
Job Senior Internal Auditor at Stanley Black & Decker, Inc.
Industry Accounting
Experience
Stanley Black & Decker, Inc. May 2013 - Present
Grassi & Co. September 2009 - May 2013
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Statements, CPA, US GAAP, Financial Analysis, Budgets, Private Equity, Account Reconciliation, Finance
Education
Queens College 2006 — 2009
Accounting, Economics
KC College
Stanley Black & Decker, Inc. May 2013 - Present
Grassi & Co. September 2009 - May 2013
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Statements, CPA, US GAAP, Financial Analysis, Budgets, Private Equity, Account Reconciliation, Finance
Education
Queens College 2006 — 2009
Accounting, Economics
KC College
Seidequa Pacheco's Grassi & Co. Experience June 2001 - Present
Job Manager at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. June 2001 - Present
Skills
Team Management, Tax, Auditing, Accounting, Financial Reporting, Accounts Payable, Formatting Documents, GAAP, CPA, Proofreading, Microsoft Excel
Education
Technical Career Institutes
Associate's degree, Computer and Information Sciences, General
Grassi & Co. June 2001 - Present
Skills
Team Management, Tax, Auditing, Accounting, Financial Reporting, Accounts Payable, Formatting Documents, GAAP, CPA, Proofreading, Microsoft Excel
Education
Technical Career Institutes
Associate's degree, Computer and Information Sciences, General
Wei Xu, CPA's Grassi & Co. Experience June 2015 - Present
Job Tax Supervisor at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. June 2015 - Present
Grassi & Co. June 2013 - May 2015
Grassi & Co. December 2012 - May 2013
Schwartz & Company, LLP October 2010 - December 2012
Crohn's & Colitis Foundation of America June 2010 - August 2010
Margo Kane CPA May 2009 - August 2010
Philip J. Palladino CPA January 2009 - April 2009
Hofstra Volunteer Income Tax Assistance January 2009 - April 2009
Hofstra Volunteer Income Tax Assistance January 2008 - April 2008
Skills
Income Tax, Tax Returns, Accounting, Corporate Tax, General Ledger, Tax, Financial Reporting, ProSystem fx Tax, QuickBooks, Lacerte, Tax Research, S Corporations, Tax Preparation, Partnership Taxation, US Tax, Financial Analysis, Tax Accounting
Education
Hofstra University
Master, Accounting
Shanghai University of Finance and Economics
Bachelor, Business Management; Electronic Business
Grassi & Co. June 2015 - Present
Grassi & Co. June 2013 - May 2015
Grassi & Co. December 2012 - May 2013
Schwartz & Company, LLP October 2010 - December 2012
Crohn's & Colitis Foundation of America June 2010 - August 2010
Margo Kane CPA May 2009 - August 2010
Philip J. Palladino CPA January 2009 - April 2009
Hofstra Volunteer Income Tax Assistance January 2009 - April 2009
Hofstra Volunteer Income Tax Assistance January 2008 - April 2008
Skills
Income Tax, Tax Returns, Accounting, Corporate Tax, General Ledger, Tax, Financial Reporting, ProSystem fx Tax, QuickBooks, Lacerte, Tax Research, S Corporations, Tax Preparation, Partnership Taxation, US Tax, Financial Analysis, Tax Accounting
Education
Hofstra University
Master, Accounting
Shanghai University of Finance and Economics
Bachelor, Business Management; Electronic Business
David Shuster's Grassi & Co. Experience May 2009 - June 2015
Job Tax Controversy Professional
Industry Accounting
Experience
Professional 1992 - Present
Grassi & Co. May 2009 - June 2015
Hogan & Hartson January 2003 - May 2009
Hogan & Hartson September 1996 - December 2002
U.S. Department of Justice April 1992 - September 1996
Northrop May 1987 - July 1988
Skills
Accounting, Tax, Corporate Tax, Tax Law, Auditing, Tax Accounting, Financial Analysis, Nonprofits, Income Tax, Management Consulting, International Tax, Microsoft Office, GAAP, General Ledger, Leadership, Tax Preparation, Litigation, Internal Controls, Financial Reporting
Education
New York University
Master of Laws (LLM), Taxation
New York University
Doctor of Law (JD)
University of Michigan
BS, Electrical Engineering
Professional 1992 - Present
Grassi & Co. May 2009 - June 2015
Hogan & Hartson January 2003 - May 2009
Hogan & Hartson September 1996 - December 2002
U.S. Department of Justice April 1992 - September 1996
Northrop May 1987 - July 1988
Skills
Accounting, Tax, Corporate Tax, Tax Law, Auditing, Tax Accounting, Financial Analysis, Nonprofits, Income Tax, Management Consulting, International Tax, Microsoft Office, GAAP, General Ledger, Leadership, Tax Preparation, Litigation, Internal Controls, Financial Reporting
Education
New York University
Master of Laws (LLM), Taxation
New York University
Doctor of Law (JD)
University of Michigan
BS, Electrical Engineering
David Pelaez's Grassi & Co. Experience January 2006 - May 2009
Job Senior Accountant at S.Adelsberg and co
Industry Accounting
Experience
S. Adelsberg and co December 2011 - Present
S. Adelsberg and Co., CPAs December 2011 - September 2014
Wohl, Fried, Roth & Kirchenberg, CPA's December 2009 - December 2011
Grassi & Co. January 2006 - May 2009
Skills
Accounts Receivable, Financial Analysis, Financial Accounting, Internal Controls, GAAP, CPA, Income Tax, Tax Accounting, ProSystem fx Tax, Microsoft Excel
Education
Queens College 2001 — 2006
BS, Accounting, Honors in Econmics
S. Adelsberg and co December 2011 - Present
S. Adelsberg and Co., CPAs December 2011 - September 2014
Wohl, Fried, Roth & Kirchenberg, CPA's December 2009 - December 2011
Grassi & Co. January 2006 - May 2009
Skills
Accounts Receivable, Financial Analysis, Financial Accounting, Internal Controls, GAAP, CPA, Income Tax, Tax Accounting, ProSystem fx Tax, Microsoft Excel
Education
Queens College 2001 — 2006
BS, Accounting, Honors in Econmics
Matt Li, CPA, CFA's Grassi & Co. Experience September 2012 - November 2013
Job Audit Supervisor at Marcum LLP
Industry Accounting
Experience
Marcum LLP December 2013 - Present
Grassi & Co. September 2012 - November 2013
Holtz Rubenstein Reminick LLP January 2005 - August 2012
Education
The Ohio State University 2002 — 2003
Master, Accounting
Rochester Institute of Technology 2000 — 2001
Master, Finance
Marcum LLP December 2013 - Present
Grassi & Co. September 2012 - November 2013
Holtz Rubenstein Reminick LLP January 2005 - August 2012
Education
The Ohio State University 2002 — 2003
Master, Accounting
Rochester Institute of Technology 2000 — 2001
Master, Finance
Stephanie Lara's Grassi & Co. Experience July 2014 - October 2015
Job Controller at HenickLane Inc.
Industry Accounting
Experience
Henick-Lane Inc. October 2015 - Present
Grassi & Co. July 2014 - October 2015
Accounting & Consulting Group, LLP June 2011 - May 2014
Filener & Company PC August 2008 - May 2011
Accounting and Consulting Group June 2007 - May 2008
PNM Resources June 2006 - August 2006
Education
University of Phoenix 2009 — 2011
Master of Business Administration
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2008
Bachelor of Business Administration, Accounting, Finance, Economics
Henick-Lane Inc. October 2015 - Present
Grassi & Co. July 2014 - October 2015
Accounting & Consulting Group, LLP June 2011 - May 2014
Filener & Company PC August 2008 - May 2011
Accounting and Consulting Group June 2007 - May 2008
PNM Resources June 2006 - August 2006
Education
University of Phoenix 2009 — 2011
Master of Business Administration
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2008
Bachelor of Business Administration, Accounting, Finance, Economics
Jeanne Ruvolo's Grassi & Co. Experience March 1994 - April 2000
Job Controller at EWC Global Logistics
Industry Import and Export
Experience
EWC Global Logistics January 2011 - Present
MEDFONE October 2005 - January 2011
Rainbow Sales January 2001 - January 2011
Grassi & Co. March 1994 - April 2000
Skills
Microsoft Excel, Strategic Planning, Budgets, Customer Service, Management, Accounting, Auditing, General Ledger, Account Reconciliation
Education
State University of New York College at Old Westbury
BS Accounting, Accounting
EWC Global Logistics January 2011 - Present
MEDFONE October 2005 - January 2011
Rainbow Sales January 2001 - January 2011
Grassi & Co. March 1994 - April 2000
Skills
Microsoft Excel, Strategic Planning, Budgets, Customer Service, Management, Accounting, Auditing, General Ledger, Account Reconciliation
Education
State University of New York College at Old Westbury
BS Accounting, Accounting
Harry Vital's Grassi & Co. Experience January 2005 - November 2005
Job
Industry Entertainment
Experience
Lagardère Unlimited November 2013 - Present
Miller Tabak + Co., LLC 2011 - April 2013
Citi June 2008 - March 2011
Bear Stearns February 2008 - June 2008
Deloitte November 2005 - February 2008
Grassi & Co. January 2005 - November 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Financial Reporting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Cash Flow, Cash Management, Balance Sheet
Education
Queens College
Bachelor of Arts (B.A.), Accounting
Van Buren
Lagardère Unlimited November 2013 - Present
Miller Tabak + Co., LLC 2011 - April 2013
Citi June 2008 - March 2011
Bear Stearns February 2008 - June 2008
Deloitte November 2005 - February 2008
Grassi & Co. January 2005 - November 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Financial Reporting, Financial Analysis, GAAP, Sarbanes-Oxley Act, Cash Flow, Cash Management, Balance Sheet
Education
Queens College
Bachelor of Arts (B.A.), Accounting
Van Buren
Erica Volpe's Grassi & Co. Experience September 2014 - Present
Job Audit Senior at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. September 2014 - Present
Rosen Seymour Shapss Martin & Company LLP September 2011 - September 2014
Skills
General Ledger, Financial Reporting, Accounting, Auditing, Journal Entries, Fixed Assets, Account Reconciliation, Tax Preparation, Tax Returns, Financial Accounting, Financial Statements, Corporate Tax
Education
Saint Thomas Aquinas College 2007 — 2011
Bachelor of Science (BS), Accounting
Grassi & Co. September 2014 - Present
Rosen Seymour Shapss Martin & Company LLP September 2011 - September 2014
Skills
General Ledger, Financial Reporting, Accounting, Auditing, Journal Entries, Fixed Assets, Account Reconciliation, Tax Preparation, Tax Returns, Financial Accounting, Financial Statements, Corporate Tax
Education
Saint Thomas Aquinas College 2007 — 2011
Bachelor of Science (BS), Accounting
Christopher Eagar's Grassi & Co. Experience January 2012 - Present
Job Accounting Intern at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. January 2012 - Present
Education
St. Joseph's College 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
St. Joseph's College 2010 — 2014
Bachelor's Degree, Accounting and Business/Management
Grassi & Co. January 2012 - Present
Education
St. Joseph's College 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
St. Joseph's College 2010 — 2014
Bachelor's Degree, Accounting and Business/Management
Arthur Andersen
BDO USA, LLP
Arthur Andersen LLP
Arthur Andersen & Co.
Moss Adams LLP
BDO Seidman, LLP
Postlethwaite & Netterville
Arthur Anderson