Insero & Company CPAs, P.C.
Founded: 1973 Subsidiary: Marquise Business Solutions, LLC
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Insero & Company CPAs, P.C. Employees
Insero & Company CPAs, P.C. December 1998 - Present
Skills
Tax, Corporate Tax, Tax Preparation, Income Tax, US GAAP, CPA, Tax Research, International Tax, Financial Statements, Sales Tax, GAAP
Education
Rochester Institute of Technology 1996 — 2000
BS, Accounting
Mohawk Central School 1983 — 1996
Roberts Accounting, CPAs, P.C. March 2012 - Present
Insero & Company CPAs, P.C. March 2012 - October 2012
FreedMaxick, CPAs, P.C. November 2011 - March 2012
Insero & Company CPAs, P.C. October 2010 - November 2011
The Bonadio Group June 2010 - August 2010
EFP Rotenberg, LLP February 2010 - April 2010
The College at Brockport 2006 - 2010
University of Rochester 2008 - 2009
University of Rochester 2008 - 2009
Skills
Auditing, Financial Statements, Accounting, Income Tax, QuickBooks, Bookkeeping, Client Development, Management, Corporate Tax, Tax Returns, Account Reconciliation, Finance, Cash Flow, Tax, Financial Reporting, Tax Preparation
Education
State University of New York College at Brockport 2006 — 2010
Bachelor of Science, Accounting
Byron-Bergen
Byron-Bergen
DDS Companies November 2013 - Present
Insero & Company CPAs, P.C. April 2013 - November 2013
Palmer Food Services September 2000 - August 2011
Skills
Microsoft Office, Excel, PowerPoint, Accounts Payable, Accounts Receivable, Word, Credit, Food Service, Outlook, Data Entry, Teamwork, Bookkeeping, Microsoft Excel, Accounting
Education
Rochester Institute of Technology 2011 — 2013
Science in Business Administration, AACSB Accredited Program, Accounting, 3.83
Monroe Community College 2007 — 2011
Associates of Science in Business; Business Administration, Business
Navint Partners, LLC July 2013 - Present
Insero & Company CPAs, P.C. March 2013 - July 2013
The Darma Agency January 2013 - March 2013
5LINX Enterprises Inc. August 2008 - January 2013
Navint Consulting January 2007 - August 2008
Skills
Strategic Planning &..., P&L and Balance Sheet..., Operational Streamlining, Budgeting and..., Internal Controls, Financial Analysis, Expense Control, Team Leadership &..., Mergers & Acquisitions, Due Diligence, Business Analysis, Analysis, Budgets, Financial Reporting, Financial Statements, Management, Process Improvement, US GAAP, Accounting, Strategic Planning
Education
Rochester Institute of Technology 2002 — 2003
Master of Business Administration (MBA), Management Information Systems / Accounting
Rochester Institute of Technology 1999 — 2002
Bachelor's degree, Accounting / Economics
Corning Incorporated: Optical Fiber & Cable November 2014 - Present
Corning Incorporated: Manufacturing, Technology & Engineering July 2014 - November 2014
Donald J. Pisaro Tax & Investment January 2014 - April 2014
Insero & Company CPAs, P.C. December 2013 - January 2014
Corning Incorporated June 2013 - September 2013
American Red Cross June 2008 - August 2012
Skills
Business, Communication, Microsoft Office, Microsoft Excel, Analysis, Research, Budgets, Records Management, Social Media, Facebook, Twitter, Accounting, Financial Analysis, Finance, Corporate Finance, Financial Services, Managerial Finance, Financial Accounting, Sales Management, Operations Management, Economics, Management Accounting, Statistics, Financial Statements, Financial Statement..., Business Communications, Marketing, Leadership, Access
Education
Saint John Fisher College 2011 — 2014
Bachelor of Science, Financial Planning and Services
Richmond, The American International University in London 2013 — 2013
Bachelors of Science, Financial Planning and Services
Addison High School 2007 — 2011
High School, Advanced Regents Diploma
Insero & Company CPAs, P.C. January 2014 - Present
Insero & Company CPAs, P.C. January 2013 - January 2014
Downstairs Cabaret Theatre May 2011 - August 2011
Skills
Microsoft Office, QuickBooks, Peachtree, ProSystem fx Tax, Tax Preparation, Tax Returns, Tax, Income Tax
Education
State University of New York College at Brockport 2011 — 2013
Bachelor of Science (B.S.), Accounting, Finance & Economics
Monroe Community College 2009 — 2011
Associate of Science (A.S.), Accounting
Insero & Company CPAs, P.C. April 1997 - Present
Skills
Bookkeeping, Microsoft Excel, QuickBooks, Financial Statements, Microsoft Word, Administration
Education
South University
Associates, Accounting
PwC September 2015 - Present
University of Denver February 2015 - Present
PwC June 2014 - August 2014
Independent Accounting & Finance Tutor May 2014 - June 2014
St. John Fisher College September 2013 - May 2014
Menchie's Frozen Yogurt August 2013 - January 2014
The Bonadio Group June 2013 - August 2013
Insero & Company CPAs, P.C. January 2013 - April 2013
Wegmans Food Markets August 2011 - January 2013
Zweigle's Inc. June 2012 - August 2012
Skills
Reading Comprehension, Analytical Skills, Logical Thinker, Accounting, Management, Customer Service, Auditing, PowerPoint, Leadership, Microsoft Excel, Teamwork, Microsoft Word, Tax, Research
Education
University of Denver - Sturm College of Law 2014 — 2015
Master of Taxation, Accounting and Taxation, GPA 3.2
St. John Fisher College 2012 — 2014
Bachelor of Science (B.S.), Accounting, Cumulative GPA 3.5 - Cum Laude
Monroe Community College 2009 — 2012
N/A, Business Administration and Management, General, Cumulative GPA 3.6
University of South Carolina-Columbia 2009 — 2010
Bachelor of Science (BS), Biology, General
Penfield High School 2005 — 2009
New York State Regents Diploma, General
University at Buffalo Foundation, Inc. June 2013 - Present
Insero & Company CPAs, P.C. October 2011 - June 2013
Level 3 Communications May 2010 - August 2010
Insero & Company CPAs, P.C. May 2009 - August 2009
Whirlwind Music May 2008 - August 2008
Saint Bonaventure University September 2007 - April 2008
Whirlwind Music May 2007 - August 2007
Skills
Accounting, Auditing, Tax, Financial Statements, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Audits of Employee..., Financial Analysis, Account Reconciliation, Accounts Receivable, Financial Audits, QuickBooks, Tax Preparation
Education
Saint Bonaventure University 2006 — 2011
5 yr. MBA/BBA, Accounting
Insero & Company CPAs, P.C. July 2013 - Present
Insero & Company CPAs, P.C. May 2012 - August 2012
Bevilacqua & Co. CPAs, PC January 2012 - April 2012
Skills
Auditing, Accounting, Financial Statements, Customer Service, Microsoft Excel, Microsoft Word, Internal Audit, Audits of Employee..., Form 5500 preparation, Sarbanes-Oxley Act
Education
University at Buffalo 2012 — 2013
Master of Science (M.S.), Accounting
University at Buffalo 2008 — 2012
Bachelor's Degree, Accounting
Constellation Brands July 2013 - Present
Wilson Commencement Park January 2011 - January 2014
Insero & Company CPAs, P.C. September 2008 - July 2013
Frontier Communications 1991 - 2007
Paetec 1991 - 2007
Price Waterhouse Coopers August 1988 - May 1991
Skills
Certifited QuickBooks..., Financial Accounting, Budget, Financial Reporting, Not-for-profit, Team Management, Budgets, SEC filings, Not for Profit, GAAP, Accounting, Sarbanes-Oxley Act, Auditing, US GAAP, General Ledger
Education
University of Rochester - Simon Business School 1991 — 1994
MBA, finance
Niagara University 1984 — 1988
BS, Accounting
Insero & Company CPAs, P.C. August 2014 - Present
Bankers Healthcare Group, Inc. October 2013 - May 2014
Insero & Company CPAs, P.C. May 2013 - August 2013
Catholic Charities May 2012 - August 2012
New York Wine and Culinary Center November 2008 - August 2012
Le Moyne College August 2011 - May 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, QuickBooks, Accounting, Public Speaking, Financial Reporting, Auditing, General Ledger, Time Management, Research, Non-profits, Access, System Administration, Inventory Management, Fundraising, Outlook, Data Entry, Teamwork
Education
Le Moyne College 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
Le Moyne College 2009 — 2013
Bachelor's Degree, Accounting
Canandaigua Academy 2005 — 2009
High School Honors Diploma, 96%
Insero & Company CPAs, P.C. June 2012 - Present
Walker Consulting Group January 2010 - May 2012
Skills
Tax, Small Business, Bookkeeping, QuickBooks, Financial Reporting, General Ledger, Tax Preparation, Accounting, Financial Analysis, CPA, Financial Statements, Auditing, US GAAP
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Insero & Company CPAs, P.C. February 2014 - Present
Ernst & Young January 2013 - January 2014
Davis-Ulmer Sprinkler Co. February 2011 - September 2012
Paychex March 2010 - February 2011
Paychex August 2008 - March 2010
Skills
Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Internal Controls, General Ledger, QuickBooks, Microsoft Office, Financial Reporting, Internal Audit, Microsoft Excel, Strategic Planning, Financial Accounting, Process Improvement, Tax, Inventory Management, Tax Preparation
Education
St. John Fisher College 2010 — 2012
MBA, Accounting
Rochester Institute of Technology 2006 — 2008
BS, Finance/ Economics
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
Constellation Brands August 2013 - Present
Bausch + Lomb November 2010 - August 2013
Insero & Company CPAs, P.C. September 2007 - November 2010
Skills
GAAP
Education
Nazareth College of Rochester 2003 — 2007
Bachelor of Applied Science (BASc), Accounting
Mercury Print Productions September 2012 - Present
Young Living Essential Oils October 2014 - Present
Mercury Print Productions April 2007 - September 2012
Insero & Company CPAs, P.C. August 1999 - April 2007
Skills
Financial Reporting, General Ledger, Accounting, Cost Accounting, Auditing, Microsoft Excel, Microsoft Office, Offset Printing, Financial Accounting, Payroll, Accounts Receivable, Employee Benefits, Budgets, Financial Analysis, Print Management, Customer Service, Digital Printing, Tax, Account Reconciliation, Accounts Payable, US GAAP
Education
Nazareth College 1995 — 1999
Bachelors, Accounting
CW Baker High School 1992 — 1995
Kasperski Owen & Dinan CPAs, LLC October 2005 - Present
Insero & Company CPAs, P.C. January 1976 - October 2005
Skills
Tax, Accounting, Income Tax, Financial Reporting, Auditing, Tax Preparation, Corporate Tax, GAAP, Tax Law, CPA, US GAAP, Mergers & Acquisitions, Due Diligence, Internal Controls, SEC filings, QuickBooks, Financial Accounting, Sarbanes-Oxley Act, Financial Statements, Sarbanes-Oxley, Cost Accounting, General Ledger
Education
Rochester Institute of Technology
BS Science, Accounting
Insero & Company CPAs, P.C. June 2010 - Present
Triple-O Mechanical, Inc. October 2009 - Present
Education
Saint John Fisher College 1989 — 1991
B.S., Accounting
Monroe Community College 1987 — 1989
A.S., Business Adninistration
Insero & Company CPAs, P.C. March 2006 - Present
Firley, Moran, Freer & Eassa, P.C. January 2013 - February 2015
SUNY Brockport January 2007 - January 2014
Rochester Institute of Technology September 2009 - March 2012
Paychex October 2001 - March 2006
Global Crossing September 1999 - October 2001
Advantica Restaurant Group October 1998 - September 1999
Robert Half International 1998 - 1998
Ponderosa Steakhouse September 1991 - 1998
Skills
Human Resources, Employee Relations, Interviews, Recruiting, Talent Management, Employee Benefits, Talent Acquisition, Training, Organizational..., Leadership, Personnel Management, Budgets, Interview Preparation, Applicant Tracking..., Career Development, HRIS, FMLA, Compliance, Recruiting;..., Resume Writing, Succession Planning, Onboarding, Payroll, Technical Recruiting, New Hire Orientations, Deferred Compensation, Time Management, Staff Development, Staffing Services, Performance Management, College Recruiting, Conflict Resolution, Employee Training, Program Management, Leadership Development, Temporary Staffing, Performance Appraisal, Workforce Planning, PeopleSoft, Benefits, Career Counseling, Policy, Benefits Administration, Job Descriptions, Screening, Mergers & Acquisitions, Employee Engagement, Interviewing, Mentoring, College Relations
Education
State University of New York College at Brockport 1993 — 1997
Bachelor of Science, Business Administration – concentration Management
Insero & Company CPAs, P.C. June 2002 - Present
Insero & Company CPAs, P.C. August 1999 - May 2002
Skills
US GAAP, Financial Reporting, Audits of Employee..., CPA, SEC filings, Auditing, GAAP, Financial Statements, Tax, Financial Accounting, Sarbanes-Oxley Act
Education
St. John Fisher College 2000 — 2002
Bachelor, Accounting
Finger Lakes Community College 1998 — 2000
Associates, Business Administration, Liberal Arts
Insero & Co. CPAs October 2015 - Present
Insero & Company CPAs, P.C. October 2014 - October 2015
Insero & Company CPAs, P.C. October 2012 - September 2014
Insero & Company CPAs, P.C. October 2009 - September 2012
Insero & Company CPAs P.C. May 2008 - August 2008
Skills
Auditing, Employee Benefit Plan..., Accounting, Caseware, Microsoft Word, Financial Statements, General Ledger, Microsoft Excel, Employee Benefits, GAAP, CPA, QuickBooks
Education
State University of New York College at Brockport 2005 — 2009
Bachelor of Science, Accounting
St. John Fisher College January 2015 - Present
Insero & Company CPAs, P.C. January 2010 - Present
Ernst & Young July 2007 - May 2009
RSM McGladrey January 2001 - July 2007
The Bonadio Group 1988 - 1996
Skills
International Tax, Income Tax, Corporate Tax, FIN 48, Transfer Pricing, Canada, Conference Speaker...
Education
University of North Texas 1981 — 1983
M.S., Accounting
Insero & Company CPAs, P.C. 1999 - Present
Ciaccia & Catarisano 1990 - 1999
Bonadio, Insero & Co. 1983 - 1990
Skills
Accounting, Mergers, Business Planning, Financial Reporting, Cash Flow, Management Consulting, Due Diligence, Forecasting, Finance, Leadership, Restructuring, Management, Strategic Planning, Financial Analysis, Human Resources, Corporate Finance, Tax, Internal Controls, Negotiation, US GAAP, Financial Accounting, Financial Modeling, Mergers & Acquisitions
Education
Saint John Fisher College 1979 — 1983
BS, Accounting
Q Management Services, LLC April 2014 - Present
Insero & Company CPAs, P.C. December 2013 - April 2014
Websense January 2012 - July 2013
BDO USA, LLP November 2004 - January 2012
Rotenberg & Co. LLP December 2001 - October 2004
Skills
Financial Reporting, US GAAP, Auditing, IFRS, Financial Statements
Education
State University of New York at Oswego 1997 — 2001
BS, Accounting
Insero & Company CPAs, P.C. 1998 - Present
Education
State University of New York College at Buffalo
BS, Accounting
Associates & BLS , Attorney 2007 - 2011
The Bonita Bay Group (FL) 2005 - 2007
Essex Partners Inc (NY) 1999 - 2005
Insero & Company CPAs, P.C. 1996 - 1999
Skills
Strategic Planning, Financial Accounting, Business Development, Accounting, Financial Reporting, Management, Finance, Leadership, Contract Negotiation, Negotiation, Managerial Finance, Real Estate, Business Planning, Real Estate Development, Analysis, Auditing
Education
State University of New York College at Geneseo 1992 — 1996
BS, Accounting
EY September 2013 - Present
Insero & Company CPAs, P.C. May 2012 - August 2012
Insero & Company CPAs, P.C. May 2011 - August 2011
Skills
Audits of Employee..., Assurance, Employee Benefits, External Audit, Financial Audits, Consolidation, Auditing, Financial Reporting, Healthcare, Manufacturing
Education
State University of New York at Buffalo - School of Management 2012 — 2013
MS Accounting
State University of New York at Buffalo - School of Management 2008 — 2012
BS Accouting
Rizzo DiGiacco & Hern, CPA August 2015 - Present
Insero & Company CPAs, P.C. December 2007 - April 2015
Skills
Tax, Corporate Tax, US GAAP, Financial Reporting, Income Tax, Tax Preparation, Auditing, Accounting, QuickBooks, Financial Accounting, Financial Statements, Accounts Receivable, Peachtree, Payroll, Microsoft Excel, Sales Tax, Employee Benefits, Microsoft Word, General Ledger
Education
Roberts Wesleyan College 1996 — 2000
Accounting
The Bonadio Group July 2011 - Present
Constellation Brands 2007 - 2011
Constellation Brands 2004 - 2007
Insero & Company CPAs, P.C. 2003 - 2004
PricewaterhouseCoopers 2002 - 2003
Arthur Andersen LLP 1998 - 2002
Skills
Mergers & Acquisitions, Accounting, Auditing, Due Diligence, Tax, Corporate Tax, Corporate Finance, Finance, Strategy, Tax Accounting, CPA, US GAAP, Financial Reporting, Internal Controls, Financial Analysis
Education
State University of New York College at Geneseo 1994 — 1998
Bachelor of Science, Accounting
Insero & Company CPAs, P.C. July 2014 - Present
Insero & Company CPAs, P.C. January 2013 - January 2014
Wilmac June 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, PowerPoint, Customer Service, Outlook, Accounts Payable, Accounts Receivable, Bookkeeping, Payroll
Education
St. John Fisher College 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
St. John Fisher College 2012 — 2013
Bachelor's, Accounting
Monroe Community College 2009 — 2011
Insero & Company CPAs, P.C. June 2000 - Present
Skills
Accounting, Auditing, Audits of Employee..., Federal Government..., Internal Controls, GAAP, Employee Benefits, Financial Analysis, Financial Accounting, US GAAP, Financial Statements, Finance, Income Tax, Tax, CPA, SEC Filings, Financial Reporting, Sarbanes-Oxley Act, Tax Preparation
Education
State University of New York College at Brockport 1999 — 2000
BS, Accounting
Monroe Community College 1997 — 1998
AS, Business Administration
Chatham University 1996 — 1997
Biology
Greece Arcadia
Greece Arcadia
Insero & Company CPAs, P.C. September 2007 - Present
Skills
Caseware, Financial Audits, Audits of Employee..., XBRL, Webfilings, Compilation Of..., Financial Statements, GAAP, Tax Preparation, Auditing, Tax, CPA, Financial Reporting, US GAAP
Education
State University of New York College at Brockport 2005 — 2006
BS, Accounting
Florida Atlantic University 2004 — 2004
Accounting
Northeast Center for Rehabilitation and Brain Injury December 2013 - Present
Baldpate Hospital April 2011 - December 2013
WOODCPA*PLUS January 2010 - March 2012
Biernbaum & Meyer LLP December 2000 - March 2011
Gary L DeRue Construction Company, Inc September 2007 - February 2010
Genesis R.E.I. November 2006 - September 2007
Insero & Company CPAs, P.C. December 2003 - November 2006
Skills
Accounting, Auditing, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, General Ledger, Accounts Payable, Accounts Receivable, Financial Analysis, Forecasting, Finance, Internal Audit
Education
Rochester Institute of Technology 1990 — 1993
MBA, Accounting
The University of Texas at Austin 1983 — 1986
BBA, Finance, Marketing
Insero & Company CPAs, P.C. 1994 - Present
Skills
Tax, International Tax, Corporate Tax, Income Tax, Accounting, Accounting Methods, State and Local Tax..., LIFO, CPA, Tax Preparation, Auditing, US GAAP
Education
Rochester Institute of Technology
Bachelor of Science (B.S.), Accounting
Insero & Company CPAs, P.C. December 1996 - Present
JP Morgan Chase December 1991 - December 1996
Education
State University of New York College at Fredonia 1987 — 1991
BS, Accounting
Insero & Company CPAs, P.C. October 2014 - Present
Insero & Company CPAs, P.C. October 2011 - September 2014
Insero & Company CPAs, P.C. January 2009 - September 2011
Insero & Company CPAs, P.C. January 2008 - December 2008
Insero & Company CPAs, P.C. August 2005 - December 2007
Insero & Company CPAs, P.C. December 2003 - July 2005
Skills
Auditing, Employee Benefit Plan..., Accounting, CPA, Audits of Employee..., US GAAP, Employee Benefits, GAAP, Financial Statements, Internal Controls, Financial Analysis
Education
St. John Fisher College 2001 — 2005
Bachelor of Science, Accounting
Insero & Company CPAs, P.C. November 1999 - Present
Skills
Tax, Income Tax, Accounting, Estate Tax Planning, Trusts, Financial Advisory
Education
Seton Hall University School of Law 1989 — 1992
JD
Saint Bonaventure University 1985 — 1989
Bachelors degree, Business Administration with a concentration in accounting
Aquinas Institute of Rochester 1981 — 1985
Insero & Company CPAs, P.C. October 2014 - Present
Insero & Company CPAs, P.C. December 2008 - September 2014
Insero & Company CPAs, P.C. September 2006 - December 2008
Skills
Accounting, Financial Statements, Auditing, Financial Reporting, US GAAP, Financial Accounting, Assurance, Audits of Employee...
Education
St. John Fisher College 2002 — 2006
BS, Accounting
Insero & Company CPAs, P.C. March 2015 - Present
Enterprise Holdings August 2013 - March 2015
Christopher C. Pratt CPA, Esq. December 2012 - May 2013
IRS VITA Program January 2011 - May 2011
Skills
Accounting, Taxwise Certified, Microsoft Office, Drake Tax Software, Financial Analysis, Customer Service, Internal Audit, Accounts Payable, Mac OS X, Financial Statement..., Communication, Cost Reduction..., Accounts Receivable, JD Edwards, QuickBooks
Education
St. John Fisher College 2011 — 2013
Bachelor’s Degree, Accounting
SUNY College of Technology at Canton 2009 — 2011
Associate's degree, Accounting
PricewaterhouseCoopers June 2015 - Present
Insero & Company CPAs, P.C. 2015 - June 2015
Chili's May 2012 - January 2015
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, Public Speaking, Leadership
Education
St. John Fisher College 2011 — 2015
Bachelor of Science (B.S.), Accounting
Towner Taxes August 2010 - Present
SUNY Geneseo January 2013 - Present
NYSSCPA Rochester Chapter 2014 - Present
RDHB December 2014 - August 2015
Kasperski Owen & Dinan CPAs August 2011 - December 2014
Transcat August 2010 - August 2011
Salmin Celona Wehrle & Flaherty January 2010 - July 2010
Insero & Company CPAs, P.C. September 2006 - December 2009
Nazareth College 2002 - 2006
Skills
Tax, Income Tax, Accounting, Tax Preparation, Corporate Tax, Bookkeeping, Auditing, Small Business, Financial Reporting, QuickBooks, Internal Audit, Sarbanes-Oxley Act, Financial Statements, CPA, General Ledger, US GAAP, Financial Accounting, Sales Tax, Tax Returns, GAAP, Tax Research
Education
State University of New York College at Brockport 2009 — 2012
MS, Accounting
Nazareth College 2002 — 2006
BS, Accounting
Conifer Realty, LLC June 2015 - Present
Enterprise Rent-A-Car April 2011 - May 2015
The College at Brockport State University Of New York September 2009 - April 2011
CREATING ASSETS, SAVINGS, AND HOPE January 2010 - April 2010
Insero & Company CPAs, P.C. September 2008 - April 2009
Skills
Accounts Payable, Accounts Receivable, Auditing, Financial Statements, Microsoft Word, Cost Accounting, Tax, General Ledger
Education
St. John Fisher College 2010 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance
State University of New York College at Brockport 2007 — 2010
Bachelor of Science (BS), Accounting
Insero & Company CPAs, P.C. August 2014 - Present
Deloitte October 2013 - July 2014
Deloitte June 2012 - August 2012
Seneca Financial Advisors, llc October 2011 - April 2012
The Bonadio Group, llc June 2011 - August 2011
Skills
Social Media, Auditing, Tax Returns, Tax, State Tax, Management, Payroll, CPA, Corporate Tax
Education
University of Denver 2012 — 2013
Master of Taxation
St. John Fisher College 2008 — 2012
Bachelor of Science (B.S.), Accounting
Heveron & Company CPAs, PLLC May 2010 - Present
Insero & Company CPAs, P.C. October 2009 - April 2010
Thomas P. Walpole, CPA January 2008 - April 2009
Skills
Microsoft Office, Accounting, Tax, Financial Reporting, Microsoft Excel, Internal Controls, Auditing, US GAAP, Financial Statements, Microsoft Word, Tax Preparation, General Ledger
Education
St. John Fisher College 2005 — 2009
Bachelor of Science (BS), Accounting and Corporate Finance
Insero & Company CPAs, P.C. May 2014 - September 2015
Skills
Accounting, Communication, Critical Thinking, Technical Writing, Microsoft Word, Microsoft Excel, Auditing, Financial Analysis, Public Speaking, QuickBooks, Customer Service
Education
State University of New York College at Brockport 2015 — 2016
Master of Science (MS), Forensic Accounting
State University of New York College at Brockport 2011 — 2015
Bachelor of Science (BS), Accounting
State University of New York College at Brockport 2011 — 2015
Bachelor of Science (B.S.), Finance
State University of New York College at Brockport 2011 — 2015
Minor, Economics
University at Buffalo March 2013 - September 2014
EY June 2014 - July 2014
Insero & Company CPAs, P.C. May 2013 - September 2013
YMCA November 2008 - March 2013
Penfield Recreation June 2010 - August 2012
Midvale Country Club October 2006 - December 2008
Skills
Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Financial Accounting, Financial Analysis, QuickBooks, Customer Service, Auditing, Team Leadership, Recruiting, Teamwork, Microsoft Word, Time Management, Access, Outlook, Management, Data Analysis, Leadership, Data Entry, Public Speaking, Critical Thinking, Social Media, Research, Fundraising, Event Planning, Facebook
Education
State University of New York at Buffalo - School of Management 2010 — 2015
Bachelor of Science (BS), Accounting
Clark Patterson Lee November 2013 - Present
Bausch + Lomb May 2007 - November 2013
Bausch + Lomb June 2005 - May 2007
Century Mold October 2004 - June 2005
Birds Eye Foods September 2002 - October 2004
Birds Eye Foods September 2001 - June 2003
Birds Eye Foods October 2000 - September 2001
Insero & Company CPAs, P.C. July 1998 - October 2000
Skills
Technical Accounting, Financial Planning &..., Management Reporting, Strategic Planning, Financial Modeling, SEC Reporting, Monthly Close Process, Cash Flow Management, Cash Flow Forecasting &..., Currency Analysis, Cost Accounting, Data..., Management, Managerial Finance, SEC filings
Education
Nazareth College of Rochester 1994 — 1998
B.S., Accounting
Nazareth College of Rochester 1994 — 1998
Bachelor of Science (BS), Accounting
PwC July 2015 - Present
PwC August 2012 - June 2015
The Walt Disney Company August 2009 - May 2012
Insero & Company CPAs, P.C. January 2011 - April 2011
M&T Bank June 2010 - August 2010
Walt Disney World January 2009 - May 2009
Mrs. Fields Cookies 2008 - 2009
Skills
Recruiting, Financial Analysis, Leadership, Accounting
Education
State University of New York College at Geneseo 2011 — 2012
Master of Science (MS), Accounting
State University of New York College at Geneseo 2007 — 2011
BS, Accounting
Insero & Company CPAs, P.C. April 2015 - Present
Bluetone Communications March 2014 - March 2015
First Allied October 2012 - February 2014
Mengel, Metzger, Barr & Co. LLP October 2012 - October 2012
Mengel, Metzger, Barr & Co. LLP August 2010 - September 2012
Fust Charles Chambers October 2007 - July 2010
Skills
Accounting, Audit, Financial Reporting, Auditing, General Ledger, Budgeting, Financial Accounting, GAAP, Fixed Assets
Education
SUNY Geneseo 2003 — 2007
B.S., Accounting
Insero & Company CPAs, P.C. Staff AccountantDeMott & Smith CPAs PCNovember 2005 - June 2008
Wegmans Food Markets September 1986 - July 2003
Skills
Tax Preparation, Corporate Tax, Accounting, Tax, Income Tax, CPA, Financial Accounting, QuickBooks
Education
Rochester Institute of Technology 2002 — 2005
Bachelors, Accounting
Geneseo Central School 1983 — 1987
High School Regents
Insero & Company CPAs, P.C. October 2014 - Present
Insero & Company CPAs, P.C. October 2013 - September 2014
Insero & Company CPAs, P.C. January 2009 - September 2013
Insero & Company CPAs, P.C. September 2006 - December 2008
Skills
Review of Financial..., Compliation of..., US GAAP, Accounting, Financial Statements, Audits of Employee..., Auditing, GAAP, Tax Preparation, Corporate Tax, ProSystem fx Tax, Microsoft Excel, SEC filings, CPA, CCH ProSystem fx, Income Tax, Caseware, BNA Fixed Assets...
Education
St. John Fisher College 2002 — 2006
BS, Accounting
North American Breweries, Inc. July 2011 - Present
Compeer, Inc July 2011 - Present
The Bonadio Group May 2010 - July 2011
Insero & Company CPAs, P.C. August 2006 - April 2010
Paychex Inc. January 2004 - May 2006
Skills
Fast Tax, Tax, Financial Reporting, Accounting, General Ledger, Tax Preparation, Auditing, CPA, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, Financial Statements, GAAP
Education
Rochester Institute of Technology 2003 — 2005
MBA, Accounting
State University of New York College at Oswego 1999 — 2003
Accounting
ELDRE Corporation (now a MERSEN company) May 2014 - Present
Genesee Valley SHRM January 2010 - March 2014
Browncroft Community Church January 2010 - March 2014
Q Management Services March 2013 - January 2014
Insero & Company CPAs, P.C. July 2012 - November 2012
RES Exhibit Services March 2008 - July 2012
The Rochester Group May 2000 - March 2008
Superior Technical Resources July 1998 - May 2000
Skills
Employee Relations, Employee Benefits, Human Resources, Benefits Administration, Employee Engagement, Event Management, Talent Acquisition, Talent Management
Education
Niagara University 1989 — 2003
Bishop Kearney High School 1985 — 1989
American Express November 2013 - Present
Bausch + Lomb February 2013 - August 2013
Insero & Company CPAs, P.C. February 2012 - February 2013
PwC February 2011 - February 2012
Insero & Company CPAs, P.C. January 2008 - January 2011
The Bonadio Group June 2007 - September 2007
Gibraltar Industries June 2006 - October 2006
Harris RF Communications May 2005 - August 2005
American Campus Communities October 2004 - March 2005
Skills
IT Governance, Compliance, Audit, Cloud Computing, ERP, Financial Reporting, US GAAP, Tax, CPA, IT Audit, Sarbanes-Oxley, IT Controls, Network Security, SQL, CISA, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Business Process, External Audit
Education
University at Buffalo 2003 — 2007
Bachelors of Science, Accounting & Finance
Insero & Co. CPAs September 2015 - Present
Insero & Company CPAs, P.C. May 2014 - August 2014
Otsego Mutual Fire Insurance Company January 2007 - January 2013
Central New York Cardiology January 2011 - May 2011
Casper Chiropractic September 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Communication Skills, Italian, Microsoft Access, Outlook, Account Reconciliation, Bookkeeping, Administrative..., Databases, Invoicing, Policy, Spreadsheets, Teamwork, Time Management, Telephone Skills, Office Administration, Office Management, Administration, Communication, Strategic Planning, Team Building
Education
State University of New York College at Geneseo 2011 — 2015
Bachelor of Science (B.S.) Accounting, Accounting
State University of New York at Geneseo 2011 — 2015
Bachelor of Science, Accounting
Insero & Co. CPAs August 2015 - Present
Insero & Company CPAs, P.C. January 2014 - August 2014
Multi Packaging Solutions May 2013 - August 2013
SUNY Geneseo January 2013 - May 2013
ESL Federal Credit Union June 2012 - August 2012
Skills
Time Management, Social Networking, Microsoft Office 2013, Team Leadership, Accounting, Accurate Balancing, Problem Solving, Communication, Writing, Microsoft Office, Accounts Payable, Management, Public Speaking, Microsoft Word, PowerPoint, Teamwork, Social Media, Access
Education
SUNY Geneseo 2012 — 2015
Bachelor of Science (B.S.), Accounting
Greece Arcadia High School 2007 — 2011
High School Diploma with Honors
Insero & Company CPAs, P.C. August 2015 - Present
Grossman Yanak & Ford LLP September 2011 - August 2015
Grove City College September 2008 - May 2011
Education
Grove City College 2007 — 2011
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Canton High School 2001 — 2007
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
Kasperski, Owen & Dinan, CPAs February 2014 - Present
MacKay Accounting & Consulting, a Small Business Advisor October 2013 - Present
BioWorks Inc. November 2012 - October 2013
Insero & Company CPAs, P.C. May 2007 - November 2012
Eber Bros. Wine & Liqour July 1998 - April 2007
Caswell & Associates, CPA April 1990 - July 1998
Skills
Accounting, Analysis, Process Improvement, Manufacturing, Internal Audit, Financial Statements, Accounts Payable, General Ledger, Cash Management, Inventory Control, Inventory Analysis, QuickBooks Certified, Tax, CPA
Education
Saint John Fisher College 2000 — 2005
BS, Accounting, Cum Laude
Insero & Company CPAs, P.C. October 2013 - Present
Insero & Company CPAs, P.C. October 2010 - October 2013
Skills
US GAAP, Financial Reporting, Accounting, Internal Controls, Auditing, Financial Accounting, GAAP, Financial Statements, Sarbanes-Oxley Act, General Ledger, Audits of Employee..., Internal Audit, Microsoft Excel, Finance, QuickBooks, Tax Preparation, Microsoft Office, CPA, Tax, Financial Analysis, Payroll, Accounts Receivable
Education
Saint Bonaventure University 2005 — 2010
BBA/MBA, Accounting
Webster Thomas High School 2001 — 2005
Regents
Insero & Company CPAs, P.C. 2002 - Present
Arthur Andersen LLP 1996 - 2002
Coopers & Lybrand September 1989 - September 1996
Deloitte & Touche August 1983 - September 1989
Skills
Mergers, US GAAP, Employee Benefit Plan..., Financial Reporting, Accounting, Compliance, Internal Controls, Financial Analysis, Mergers & Acquisitions, CPA, Auditing, Employee Benefits, Business Valuation, Strategic Financial..., Restructuring, Income Tax, IPO, Budgets, Managerial Finance, Cash Flow, GAAP, Corporate Finance, Sarbanes-Oxley Act, SEC filings, Analysis, Due Diligence, Cost Accounting, Divestitures, Sarbanes-Oxley, Assurance, Financial Statements, Financial Accounting, Audits of Employee..., General Ledger, Acquisitions, FIN 48, Sales Tax
Education
Niagara University 1979 — 1983
BBA, Accounting
Insero & Company CPAs, P.C. October 2014 - Present
Insero & Company CPAs, P.C. August 2010 - September 2014
Jones, Pounder & Associates, P.C. May 2009 - August 2010
Skills
Government Contracting, DCAA and FAR Compliance, Planning Budgeting &..., Financial Reporting and..., Cash Management, Supervision and Training, Inventory Management, Payroll Services, Sales & Use Tax, Tax Preparation, Manufacturing, Real Estate, Wholesale, Restaurants, CPA, Bookkeeping, Financial Statements, Accounting, QuickBooks, Payroll, Auditing, Financial Reporting, Internal Controls, US GAAP
Education
SUNY Brockport 2004 — 2006
Bachelor of Science, Accounting
Insero & Company CPAs, P.C. 2000 - Present
Skills
Tax Preparation, Accounting, Financial Statements, CPA, Income Tax, QuickBooks, ProSystem fx Tax, CCH Research, US GAAP, High Net Worth..., Personal Tax Planning
Education
University of Maryland College Park
Bachelor of Science, Accounting
MAPCO Auto Parks, Ltd December 2006 - Present
Jon-Lar Homes, Inc. August 2005 - December 2006
Providium Consulting Group, LLC July 2004 - August 2005
Insero & Company CPAs, P.C. December 2002 - July 2004
Skills
Microsoft Word
Education
Rochester Institute of Technology
Bachelor's Degree, Marketing
Arthur J. Gallagher & Co. February 2014 - Present
Gallagher Benefit Services, Inc. April 2013 - Present
Gallagher Benefit Services, Inc. (formerly Providum Consulting Group) July 2006 - April 2013
Insero & Company CPAs, P.C. January 2003 - June 2006
Insero, Kasperski, Ciaccia & Co, PC January 1998 - December 2002
Skills
Employee Relations, Benefits Administration, Employee Benefits, Human Resources..., Human Resources..., Human Resource Policy..., Human Resources Audit, Human Resources, HR Policies, HR Consulting, Personnel Management, Organizational..., Performance Management, HRIS, Onboarding, FMLA, New Hire Orientations, Succession Planning, Talent Acquisition, Deferred Compensation, Employee Handbooks, Management, Workforce Planning, Human Resource...
Education
City University of New York-Hunter College
MA
Marymount Manhattan College
BA
Constellation Brands July 2013 - Present
Insero & Company CPAs, P.C. June 2013 - July 2013
Insero & Company CPAs, P.C. July 2012 - June 2013
Discovery Communications June 2010 - July 2012
Atlantic Media Company September 2006 - May 2010
Atlantic Media Company March 2009 - January 2010
PricewaterhouseCoopers 2004 - 2006
Skills
GAAP, Internal Controls, SOX, Financial Reporting, SEC reporting, General Ledger, Financial Accounting, Foreign Exchange, SEC filings, Cross-functional Team..., Project Management, Sarbanes-Oxley Act, Analysis, US GAAP, Forecasting, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Master's degree, Accounting
University of North Carolina at Chapel Hill 1999 — 2003
BSBA
Insero & Company CPAs, P.C. 1990 - Present
Insero & Co., CPAs, P.C. 1990 - Present
Skills
Financial Reporting, Financial Statements, Accounting, Auditing, Financial Accounting, US GAAP, Microsoft Excel, Tax Preparation, Internal Controls, CPA, Budgets, Payroll
Education
State University of New York College at Brockport 1975 — 1979
Permanent Certification to Teach, english
Le Moyne College 1970 — 1974
Bachelor of Science (BS), Secondary Education and Teaching, 6-12
Wall Street Forensics May 2014 - Present
Excellus BCBS October 2011 - May 2015
Excellus BCBS December 2007 - October 2011
Insero & Company CPAs, P.C. 2006 - 2007
Ernst & Young 2004 - 2006
Paychex 2002 - 2004
Skills
Health Insurance, Forecasting, Sarbanes-Oxley, General Ledger, Internal Audit, Analysis, Analytics, Insurance, Accounting, Auditing, Business Process..., Business Analysis, Finance, Internal Controls, Management, Process Improvement, Sarbanes-Oxley Act
Education
Babson College 1998 — 2001
BA, Accounting, Finance and Economics
Corning Incorporated August 2014 - Present
Insero & Company CPAs, P.C. June 2013 - August 2014
Xerox February 2012 - June 2013
Xerox January 2009 - February 2012
Xerox July 2006 - January 2009
Xerox October 1997 - July 2006
Crestwood Children's Center October 1993 - October 1997
Family Service of Rochester September 1992 - October 1993
The Bonadio Group January 1988 - September 1992
Skills
Process Improvement, Accounting, Financial Analysis, Six Sigma, Business Process..., Sarbanes-Oxley Act, Management, Cross-functional Team..., Microsoft Excel, Business Analysis, Finance, Business Strategy, Financial Reporting, Analysis, Forecasting, Outsourcing, Strategic Financial...
Education
Rochester Institute of Technology 2002 — 2004
Masters, Executive MBA
Rochester Institute of Technology 1985 — 1988
Bachelors, Accounting
Insero & Company CPAs, P.C. April 2013 - June 2014
KMH LLP January 2009 - January 2013
Skills
Financial Reporting, Auditing, GAAP, Internal Controls, US GAAP, Financial Statements
Education
University of Hawaii - Shidler College of Business 2005 — 2008
Admar Supply Co. Inc April 2014 - Present
Insero & Company CPAs, P.C. October 2011 - April 2014
Young and Company CPAs LLP January 2010 - October 2011
Lord & Taylor June 2006 - August 2008
Six Flags May 2004 - June 2006
Skills
Auditing, Tax, Trusts, Loss Prevention, Fraud Detection, Interrogation, Exit Interviews, CCTV, Fixed Asset Management, Monthly Closing, Cash Management, Financial Statements, Physical Inventory
Education
State University of New York College at Brockport 2010 — 2011
M.S., Forensic Accounting
State University of New York College at Brockport 2008 — 2010
B.S. in Accounting, Accounting
Genesee Community College 2003 — 2006
A.S. in Economic Crime Investigation, White Collar Crime
Arnold Magnetic Technologies April 2006 - Present
Insero & Company CPAs, P.C. 1999 - 2005
Skills
US GAAP, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, GAAP
Education
Rutgers University-New Brunswick
BS, Accounting
Thaney & Associates, CPAs, P.C. August 2015 - Present
Harris RF Communications August 2014 - August 2015
Insero & Company CPAs, P.C. December 2012 - June 2014
EFP Rotenberg, LLP January 2008 - December 2012
Eastman Kodak Company January 2005 - April 2007
Mengel, Metzger, Barr & Co., LLP October 2002 - June 2004
Nacca & Capizzi, LLP August 1999 - October 2002
Skills
Forecasting, Payroll, Preparation, Tax, Accounting, Corporate Tax, Income Tax, QuickBooks, General Ledger, Accounts Payable, Tax Preparation, Tax Returns, Journal Entries, Fixed Assets, Partnership Taxation, Account Reconciliation, Bookkeeping, Sales Tax, Tax Accounting, ProSystem fx Tax, Tax Research, Consolidation, Depreciation, S Corporations
Education
State University of New York College at Brockport 1998 — 1999
B.S., Accounting
State University of New York College at Brockport 1994 — 1999
Bachelor of Science, Accounting
Aquinas Institute of Rochester 1989 — 1993
High School, Regents Diploma
Insero & Company CPAs, P.C. 1975 - Present
Education
Monroe Community College
Associate's degree, Medical Record Technology
RailComm April 2010 - Present
Insero & Company CPAs, P.C. October 2009 - April 2010
SUNY Brockport 2005 - 2009
Nothnagle Realtors July 2008 - August 2008
Wal-Mart June 2007 - August 2007
Education
State University of New York College at Brockport 2005 — 2009
Insero & Company CPAs, P.C. October 2009 - Present
Insero & Company CPAs, P.C. January 2009 - September 2009
Summit Services Unlimited: W-retail June 2005 - April 2009
The Walt Disney Company January 2007 - May 2007
Skills
Tax, Accounting, Auditing, Financial Reporting, Tax Preparation
Education
State University of New York College at Brockport 2004 — 2008
B.S. in Accounting
Bausch & Lomb November 2010 - Present
Insero & Company CPAs, P.C. September 2007 - November 2010
Education
Nazareth College 2003 — 2007
BS, Accounting
Government September 2011 - Present
Insero & Company CPAs, P.C. 2007 - September 2011
Education
State University of New York College at Fredonia 2003 — 2007
BS Accounting, Accounting
Insero & Company CPAs, P.C. October 2002 - Present
PricewaterhouseCoopers June 2002 - October 2002
Arthur Andersen September 2000 - June 2002
The Penn Traffic Company June 1999 - August 2000
PricewaterhouseCoopers December 1994 - May 1999
Skills
US GAAP, Auditing, Internal Controls, SEC filings, Financial Reporting
Education
State University of New York College at Oswego
Bachelors of Science, Accounting and Marketing
Brand Integrity Inc. May 2011 - Present
Insero & Company CPAs, P.C. March 2005 - October 2010
Skills
Accounting, Microsoft Excel, QuickBooks
Education
Monroe Community College
Associate's Degree
Willow Group Ltd 2002 - Present
Insero & Company CPAs, P.C. 1993 - 2002
Chapman Collins Agostinelli & Shaw CPA's 1989 - 1993
Skills
Financial Reporting, Auditing, Tax, Bookkeeping, Forecasting, Process Improvement, Accounting, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Statements, Budgets, US GAAP, Financial Analysis, Finance, Strategic Planning
Education
State University of New York at Buffalo - School of Management 1985 — 1987
B.S., Accounting, Finance
Alfred State College - SUNY College of Technology
Associate of Arts and Sciences (A.A.S.), Accounting
Mengel, Metzger, Barr & Co. LLP July 2015 - Present
Carestream Health February 2014 - July 2015
Insero & Company CPAs, P.C. January 2007 - February 2014
Insero & Co., CPAs, P.C. October 2010 - October 2012
Skills
US GAAP, Tax, Corporate Tax, Accounting, Financial Reporting, Tax Preparation, Auditing, Income Tax, Financial Statements, CPA, QuickBooks, Financial Accounting, GAAP, Sales Tax
Education
State University of New York College at Brockport 2006 — 2008
Bachelor's, Accounting
Insero & Company CPAs, P.C. September 2008 - Present
Insero & Company CPAs, PC 2008 - Present
Education
State University of New York College at Brockport 2006 — 2008
Bachelor's, Accounting
Bishop Kearney High School May 2015 - Present
Insero & Company CPAs, P.C. February 2006 - April 2015
Insero & Company CPAs, P.C. 2013 - 2014
Michele Acebo, CPA 1998 - 2009
Schifferli, Bernardi & Russo 1996 - 1998
Viele & Solimano 1995 - 1996
Gustafson & Paratore 1993 - 1995
Skills
QuickBooks ProAdvisor, JD Edwards accounting..., Cash Application, Customize Accounting..., Full Charge Bookkeeping, Financial Reporting, Monthly Close Procedures, Tax Preparation, Payroll, ProSystems, Peachtree, BNA, QuickBooks, Bookkeeping, Accounting, Sales Tax, JD Edwards, Cash, Financial Statements, CPA
Education
Rochester Institute of Technology 1988 — 1991
BS with honors, Accounting
St. Lawrence University 1986 — 1988
Economics
Insero & Company CPAs, P.C. April 2013 - Present
Insero & Company CPAs, P.C. April 2013 - Present
PricewaterhouseCoopers, LLP September 2010 - April 2013
School of Business October 2009 - July 2011
PricewaterhouseCoopers June 2009 - August 2009
St. Bonaventure University School of Business August 2008 - May 2009
St. Bonaventure Student Government May 2008 - April 2009
Herkimer Diamond Mines January 2007 - January 2008
Skills
Accounting, Assurance, Auditing, Internal Controls, Microsoft Office, US GAAP, CPA, GAAP, Financial Audits, Financial Reporting, Financial Accounting, External Audit, Data Analysis, Microsoft Excel
Education
Saint Bonaventure University 2009 — 2010
Master of Business Administration (M.B.A.), Accounting
St. Bonaventure University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Trinity College, Oxford University 2008 — 2008
Philosophy
Continental School of Beauty March 2010 - Present
Insero & Company CPAs, P.C. September 2007 - March 2010
PAETEC 2004 - 2007
Skills
Tax, Auditing, Financial Reporting, Accounting, Microsoft Office, Financial Statements, US GAAP, CPA
Education
St. John Fisher College 2005 — 2007
BS, Accounting
Monroe Community College 2003 — 2005
AS, Business Administration
The Bonadio Group October 2012 - Present
Insero & Company CPAs, P.C. September 2008 - October 2012
Home Properties June 2004 - September 2008
PricewaterhouseCoopers LLP August 2002 - June 2004
Arthur Andersen LLP September 2000 - August 2002
Skills
Income Tax, Tax, Accounting, QuickBooks, Sarbanes-Oxley Act, Mergers, Financial Analysis, Microsoft Excel, CPA, Accounts Payable, Sales Tax, Corporate Tax, Tax Returns, General Ledger, Tax Accounting, US GAAP, Internal Controls, Tax Preparation, Financial Accounting, Sarbanes-Oxley, Accounts Receivable, Account Reconciliation, Due Diligence, Mergers & Acquisitions, Financial Statements, International Tax, ProSystem fx Tax, SEC filings, Risk Management, FAS109, Tax Law, JD Edwards, Multi-state tax returns, Strategic Financial..., Audits of Employee..., FIN 48, Tax Research, Cash Management, Managerial Finance, Trusts, Partnership Taxation, Small Business, Sage
Education
State University of New York College at Oswego 1997 — 2000
MBA; Bachelor of Science, Business Administration; Accounting
State University of New York at Alfred 1995 — 1997
Associate, Science, Business Administration
WCCS
WCCS
NYS Office of the State Comptroller October 2005 - December 2010
Vertis Inc April 2005 - October 2005
Pryba Tobin & Company, PC November 2002 - January 2005
Alliance Automation System November 2000 - November 2001
Insero & Company CPAs, P.C. November 1999 - November 2000
DeJoy, Knauf & Blood, LLP August 1998 - October 1999
Golden State Foods November 1991 - June 1994
Manufacturers Hanover Trust May 1980 - June 1981
Skills
Financial Reporting, Accounting, Auditing, Financial Statements, Finance, Bookkeeping, Accounts Payable
Education
St John Fisher College 1995 — 1998
Bachelor, Accounting, 3.4
CUNY New York City College of Technology 1978 — 1980
Associate of Applied Science, Aoounting, 3.24
Insero & Company CPAs, P.C. May 2015 - Present
EFP Rotenberg, LLP October 2014 - April 2015
EFP Rotenberg, LLP October 2012 - September 2014
EFP Rotenberg, LLP June 2008 - October 2012
EFP Group January 2008 - June 2008
Skills
US GAAP, Accounts Payable, Auditing, Financial Reporting, General Ledger, Tax Returns, Internal Controls, Tax Preparation, Accounting, Income Tax, Fixed Assets, GAAP, Tax, Financial Statements, QuickBooks, Account Reconciliation, Corporate Tax, Tax Accounting, Bookkeeping, CPA, SEC filings, Financial Analysis
Education
State University of New York College at Geneseo 2007 — 2008
MS, Accounting
State University of New York College at Geneseo 2004 — 2007
BS, Accounting
KASA Enterprises LLC December 2013 - Present
Insero & Company CPAs, P.C. August 2012 - Present
Elite Archery 2009 - May 2012
VP Supply Corp 1999 - 2007
Skills
Accounting, Accounts Receivable
Education
St. John Fisher College
Bachelor's degree, Accounting and Finance
Insero & Company CPAs, P.C. September 2013 - Present
Skills
Tax, Financial Statements, Tax Preparation, Corporate Tax, Tax Returns
Education
University of Denver 2012 — 2013
Masters in Taxation
St John Fisher College 2012 — 2012
Master of Business Administration (M.B.A.), Concentration in Accounting
St John Fisher College 2008 — 2011
Bachelor's of Science, Accounting
Schneider Downs August 2015 - Present
Insero & Company CPAs, P.C. October 2014 - July 2015
Insero & Company CPAs, P.C. October 2012 - September 2014
Insero & Company CPAs, P.C. October 2009 - September 2012
Finger Lakes DDSO 2008 - 2009
Xerox Corporation 2008 - 2009
Skills
Financial Reporting, US GAAP, Accounting, Auditing, Financial Accounting, Financial Statements, CPA, Tax Preparation
Education
State University of New York College at Geneseo 2005 — 2009
BS, Accounting
Paychex July 2015 - Present
Paychex June 2013 - June 2015
Insero & Company CPAs, P.C. October 2010 - May 2013
Skills
Financial Reporting, Accounting, US GAAP, CPA, Internal Controls, Corporate Tax, Financial Accounting, GAAP, Financial Statements, Tax, General Ledger, Auditing, Sarbanes-Oxley Act, Tax Preparation, Microsoft Excel
Education
John Carroll University 2006 — 2010
BSBA, Accountancy
TYS, LLP December 2013 - Present
Insero & Company CPAs, P.C. November 2012 - September 2013
Dunn & Pedro CPA's January 2011 - November 2012
Skills
Accounting, Financial Reporting, Financial Accounting, General Ledger, QuickBooks, Tax, Financial Analysis, GAAP, Account Reconciliation, Tax Preparation, Accounts Payable, Financial Statements, Income Tax, Accounts Receivable, Bookkeeping, Corporate Tax, Journal Entries, Peachtree
Education
State University of New York College at Brockport 2011 — 2012
Accounting, 4.0
Grove City College 1994 — 1997
Bachelor of Science (BS), Finance, General
THE CABOT GROUP December 2014 - Present
THE CABOT GROUP September 2011 - Present
Insero & Company CPAs, P.C. September 2008 - September 2011
Education
State University of New York College at Brockport 2006 — 2008
Bachelor's Degree, Accounting
Roberts Wesleyan College 2004 — 2006
Business Administration and Management, General