Kennedy & Lehan
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Kennedy & Lehan Employees
Gray, Gray & Gray July 2014 - Present
The Entrepreneurship Institute October 2013 - Present
Gray, Gray & Gray October 2012 - June 2014
Sbane "Smaller Business Association of New England) October 2011 - October 2012
McGladrey September 2005 - October 2012
Ziner, Kennedy & Lehan LLP December 1998 - September 2005
Kennedy & Lehan September 1996 - December 1998
United States Marine Corps August 1988 - August 1992
Skills
Financial Reporting, Internal Controls, Auditing, Accounting, GAAP, Financial Accounting, US GAAP, CPA, Revenue Recognition, General Ledger, Financial Analysis, Consolidation, Sarbanes-Oxley Act, Accounts Receivable, Fixed Assets, Payroll, Financial Statements, Tax, SEC filings, Corporate Tax, External Audit, Tax Accounting, Assurance, Tax Preparation, Mergers & Acquisitions, Private Equity, Income Tax, Sarbanes-Oxley, QuickBooks, Internal Audit, SEC Filings, Due Diligence
Education
University of Massachusetts Dartmouth 1992 — 1996
Bachelor of Science (BS), Accounting
Dunn Rush & Co LLC July 2009 - Present
Pendergast & Company August 1989 - Present
numerous companies August 1987 - Present
numerous firms August 1961 - May 1989
Kennedy & Lehan January 1984 - January 1989
AND CONSULTING CORP January 1979 - January 1984
HURDMAN AND CRANSTOUN January 1976 - January 1979
PENDERGAST, CREELMAN AND HILL January 1966 - January 1976
CHARLES F. RITTENHOUSE & CO January 1961 - January 1966
Skills
Mergers, Corporate Governance, Family Business, Investment Banking, Arbitration, Private Placements, Due Diligence, Corporate Finance, IPO, Mergers & Acquisitions, Negotiation, Finance, Entrepreneurship, Corporate Law, Venture Capital, Leadership Development, CPA, Governance, Strategic Planning, Organizational..., Business Planning, CFOs, Professional Services..., Equities
Education
Harvard Business School 1985 — 1988
OPM 13, Owner President Management
NORTHEASTERN UNIVERSITY
Graduate School of Business Administration, Certificate of Advanced, Studies
Bntley University 1961 — 1965
Bachelor of Science; Master of Science, Accounting; Taxation
Bentley University
MS Taxation, Taxation
Bentley University
BS in Accounting, Accounting
Advent International November 2012 - Present
Warrior Club 2014 - 2015
Warrior Club 2014 - 2015
VPNE Parking Solutions February 2009 - September 2012
IBRIX June 2006 - May 2009
SupplyScape 2004 - 2006
Surebridge 1999 - 2004
Sager Electronics April 1995 - December 1998
Kennedy & Lehan 1992 - 1995
Tufts-New England Medical Center 1989 - 1992
Skills
Accounting, Tax, Mergers, Strategic Planning, Start-ups, Budgets, Financial Modeling, Financial Reporting, Financial Analysis, Internal Controls, ERP, PeopleSoft, Finance, Management, Mergers & Acquisitions, Managerial Finance, Due Diligence, Corporate Finance
Education
Suffolk University - Sawyer Business School 1996 — 1998
MST, Taxation
Northeastern University 1983 — 1988
Bachelors, Accountancy
Flexcon Industries January 2000 - Present
Emerson Swan April 1989 - March 1992
Kennedy & Lehan October 1985 - April 1989
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Northeastern University 1978 — 1983
Batchelor of Science, Accounting and Business/Management
Archbishop Williams High School 1975 — 1978
KAF Financial Group July 2014 - Present
KAF Financial Group August 2010 - Present
RSM McGladrey September 1988 - May 2010
McGladrey & Pullen September 1988 - May 2010
Ziner, Kennedy & Lehan LLP September 1988 - May 2010
Kennedy & Lehan September 1988 - 2003
Meahl McNamara & Co. May 1985 - September 1989
meahl mcnamara 1985 - 1987
meahl mcnamara 1985 - 1987
Skills
GAAP, Tax, Business Valuation, Internal Controls, US GAAP, CPA, Corporate Tax, Tax Research, Accounting, Tax Preparation, Income Tax, Auditing, SEC filings, Tax Accounting, Financial Reporting, External Audit, Tax Returns, Partnership Taxation, QuickBooks, Financial Statements, Assurance, Fixed Assets, Cash Flow, Accountants, Sarbanes-Oxley Act, Financial Accounting, Revenue Recognition, International Tax, S Corporations, Tax Advisory, General Ledger, Account Reconciliation, Forensic Accounting, Valuation, Financial Analysis
Education
University of Massachusetts Boston 1981 — 1985
Bachelor of Science (BS), Business Adminstration - Accounting
BoardProspects, Inc. May 2011 - Present
Xpitax solutions September 2001 - Present
Kirkland Albrecht & Fredrickson LLC April 1991 - Present
Kennedy & Lehan May 1986 - April 1991
Skills
Mergers, Strategic Planning, Negotiation, Buy-sell Agreements, Tax, Corporate Tax, Income Tax, Tax Preparation, Accounting, Tax Returns, International Tax, Small Business, Financial Reporting, High Net Worth..., Family Business, Bookkeeping, Internal Controls, Auditing, QuickBooks, Partnership Taxation, Tax Accounting, SEC filings, Start-ups, Assurance, Quicken, Trusts, Accountants, Financial Analysis, Mergers & Acquisitions, Managerial Finance, Forensic Accounting, Corporate Finance, Business Valuation, General Ledger, Tax Advisory, Management Consulting, Account Reconciliation, GAAP, Fixed Assets, IRS, Finance, CPA, Cash Flow, Payroll, Estate Tax Planning, Business Advisory, IFRS, Sales Tax, S Corporations
Education
Southern New Hampshire University 1980 — 1984
BS, Accounting
Bentley College
Masters, Taxation
Joan McGrath Coulter Accounting February 1993 - Present
Deloitte January 1990 - July 1992
Kennedy & Lehan January 1987 - January 1990
Education
Boston University Questrom School of Business 1986 — 1988
BS, Accounting
Opportunity Works, Inc. March 2015 - Present
Performance Indicator, LLC October 2011 - February 2015
InterSense Incorporated October 2008 - October 2011
Axis Communications, Inc March 2006 - September 2008
Matrix Technologies Corp (division of Fisher Scientific) February 2005 - March 2006
Granite State Manufacturing May 1998 - February 2005
Ferrofluidics Corporation January 1995 - May 1998
ImmunoGen, Inc February 1993 - December 1994
T Cell Sciences, Inc May 1988 - February 1993
Kennedy & Lehan August 1987 - April 1988
Skills
Accounting, Financial Reporting, Payroll, Cost Accounting, Fixed Assets, Inventory Management, Variance Analysis, Compliance, Budgeting, Accounts Payable, General Ledger, Process Improvement, Accounts Receivable, Strategic Planning, Forecasting, Quickbooks, Excel, Financial Analysis, Revenue Recognition, Cash Management, Internal Controls, Cash Flow, Consolidation, Customer Relations, Payroll Processing, Start-ups, Microsoft Office, Reconciliation, Financial Planning, Financial Management, Administration, Budgets, ERP, Business Planning, QuickBooks, Management, Accruals, Mergers & Acquisitions, Finance, Managerial Finance, Account Reconciliation, Business Strategy, Human Resources, Sarbanes-Oxley Act, Microsoft Excel, Balance Sheet, Financial Statements, Strategic Financial..., Customer Service, Internal Audit
Education
Suffolk University 1988 — 1993
MBA, Accounting/Finance
Merrimack College 1983 — 1987
BSBA, Accounting/Finance
Net@Work 2013 - Present
RKL eSolutions LLC October 2010 - October 2013
Net@Work 2013 - 2013
Waterview Information Technology June 2004 - October 2010
ePartners January 2000 - June 2004
KLear Solutions, Inc. 1990 - 2000
Kennedy & Lehan 1985 - 1990
Skills
VB.NET, Business Process Design, Operations Management, Analytics, Project Planning, CRM, ERP, Business Analysis, Professional Services, Cloud Computing, Business Intelligence, Manufacturing, SaaS, Crystal Reports, Sage, Solution Selling, Business Process, Integration, Software Implementation, Pre-sales, Enterprise Software
Education
Bentley University 1978 — 1982
MS, Computer Information Systems
University of Massachusetts, Amherst 1973 — 1977
BS, Science
Matignon
E.M. Duggan, Inc. October 2004 - Present
Ziner, Kennedy & Lehan LLP 1999 - 2004
Kennedy & Lehan 1996 - 1999
Skills
Construction Accounting, Internal Controls, QuickBooks, Accounting, Cash Flow, GAAP, Financial Accounting, General Ledger, Cost Accounting, Financial Reporting
Education
Bridgewater State University 1991 — 1996
Management
Datawatch Corporation April 2014 - Present
MorphoTrust USA™ July 2012 - April 2014
NetScout Systems February 2011 - July 2012
NetScout Systems April 2009 - March 2011
NetScout Systems, Inc. February 2005 - April 2009
Nashua Corporation February 2004 - February 2005
Nashua Corporation May 2001 - February 2004
Ernst & Young LLP 2000 - 2001
Tonneson & Company 1998 - 2000
Kennedy & Lehan 1996 - 1998
Skills
SEC filings, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition, Finance, Internal Audit, Auditing, Sarbanes-Oxley, Mergers & Acquisitions, Consolidation, US GAAP, GAAP, General Ledger, ERP, Variance Analysis, Business Process, Financial Analysis, Analysis, Forecasting, SEC Filings
Education
Fitchburg State University 1993 — 1996
BS
University of Massachusetts, Amherst 1990 — 1993
n/a
Tyngsboro high school
The Colony Group 2010 - 2014
Caturano and Company / Caturano Wealth Management 2007 - 2009
McGladrey 2005 - 2007
Kennedy & Lehan 1995 - 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2008
Masters of Science, Financial Planning
University of Notre Dame 1990 — 1994
Bachelors of Business Administration, Accountancy
Duxbury High school 1986 — 1990
Cullen Murphy & Co. P.C. MamagerWalsh & Associates2004 - 2006
Walsh & Associates P.C CPA's 2004 - 2006
Kennedy & Lehan 1988 - 1996
Skills
Tax, Due Diligence, Accounting, Financial Reporting, Quickbooks, Auditing, Mergers, Real Estate, Small Business, Bonds, Business Planning, Strategic Planning, Budgeting, Forecasting, Construction, Condos, Cash Flow, GAAP, Financial Analysis, Financial Planning, Internal Controls, Audit, Financial Management, Managerial Finance, Budgets, Mergers & Acquisitions, Start-ups, Corporate Tax, CPA, Financial Accounting, Revenue Recognition, US GAAP, Income Tax, Tax Preparation, Tax Accounting, Partnership Taxation, Tax Research, Forensic Accounting
Education
Bentley College 1984 — 1988
Bachelor's degree, Accounting
Bentley University 1984 — 1988
Keating Brokerage May 2011 - Present
Needham Electric Supply Corporation May 2010 - May 2011
G.T. Reilly & Company 2005 - 2007
Boston Public Health Commission 1999 - 2005
American Student Assistance 1991 - 1995
Kennedy & Lehan 1987 - 1989
O'Connor & Drew, P.C. 1985 - 1987
Skills
Financial Reporting, QuickBooks, Accounting, Tax, Finance, Sarbanes-Oxley Act, Auditing, Financial Analysis, Cash Management, Accounts Payable, Payroll, Forecasting, Financial Statements, Corporate Tax, Tax Preparation
Education
Archbishop Williams High School
Northeastern University
BSBA, Accounting