Leone, McDonnell & Roberts, P.A.
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Leone, McDonnell & Roberts, P.A. Employees
Seacoast Crane & Building Co., Inc. June 2006 - Present
Leone, McDonnell & Roberts, P.A. June 2003 - May 2006
Kennebunk Savings June 2002 - August 2002
Skills
QuickBooks, Accounting, Financial Reporting, Budgets, Auditing, Accounts Receivable, Internal Controls, Payroll, Financial Analysis, Financial Statements, Bookkeeping, Financial Accounting, Tax, Access, Small Business, Microsoft Excel, Project Management, Microsoft Office, Strategic Financial..., Microsoft Word
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
Governor Wentworth Regional School District September 2001 - Present
Leone, McDonnell & Roberts, P.A. September 1989 - November 1993
Skills
Teaching, Microsoft Office, Customer Service, Curriculum Development, Public Speaking, PowerPoint, Microsoft Excel, Curriculum Design, Event Planning, Social Media, Lesson Planning, Teacher Training, Classroom, Educational Technology, Microsoft Word, Tutoring, K-12, Special Education, Classroom Management, Instructional Design, Accounting, Higher Education, Differentiated..., Nonprofits, Leadership Development, Adult Education
Education
Southern New Hampshire University 2001 — 2003
Masters, Business Education
Providence College 1985 — 1989
Bachelor of Science, Accounting
Next Level Now, Inc. March 2014 - Present
The Echo Group December 2010 - March 2014
Lovell Hardware & Building Supply January 2004 - May 2012
Evergreen Institute for Wellness August 2010 - October 2011
Leone, McDonnell & Roberts, P.A. May 2008 - November 2010
Ibis Technology Corporation January 1998 - April 2004
Rockport Trade Systems November 1996 - December 1997
Ibis Technology Corporation May 1992 - November 1996
Ibis Technology Corporation January 1990 - April 1992
KPMG Peat Marwick August 1985 - December 1989
Skills
Accounting, Tax Preparation, QuickBooks, Tax, Non-profits, GAAP, Forecasting, Finance, Revenue Recognition, Strategic Financial..., Budgets, External Audit, Financial Statements, Financial Accounting, Internal Audit, Cash Management, Sales Tax, Financial Analysis, Internal Controls, Payroll, CPA, Start-ups, Auditing, Microsoft Excel, Fixed Assets, Change Management, Software Deployment, Sage, OpenAir, Concur, Financial Reporting, Process Improvement, Financial Modeling, Managerial Finance, Mergers & Acquisitions, SEC filings, Consolidation, Banking, Leadership, Management, Corporate Tax, Cash Flow Forecasting, Sarbanes-Oxley Act, Analysis, Nonprofits, US GAAP, Treasury, Employee Benefits, Human Resources, Venture Capital
Education
Merrimack College 1982 — 1985
BBS
Leone, McDonnell & Roberts, P.A. July 2014 - Present
St. Mary's Bank July 2013 - August 2013
Perfumania May 2012 - January 2013
University of New Hampshire January 2010 - December 2010
Skills
Cash Register, Retail Sales, Data Entry, Visual Merchandising, Customer Service, Inventory Control, Accounting, Filing, Auditing, Invoicing, Microsoft Excel, QuickBooks, PowerPoint, Access
Education
University of New Hampshire - Whittemore School of Business and Economics 2013 — 2014
Master of Science (MS), Accounting
University of New Hampshire 2009 — 2013
Bachelor of Science (BS), Business Administration focus Accounting, 3.22
Lorenzo d'medici 2012 — 2012
Leone, McDonnell & Roberts, P.A. July 2002 - Present
New Hampshire Society of Certified Public Accountants May 2012 - Present
Cornerstone VNA March 2013 - Present
Rochester Opera House August 2013 - Present
2013 Startup Rochester Business Competition April 2013 - June 2013
Skills
Auditing, Tax Preparation, Accounting, Financial Reporting, Non-profits, Non-profit Boards, Business Tax Planning
Education
Southern New Hampshire University 1998 — 2002
Bachelor of Science (B.S.), Accounting
Saint Thomas Aquinas H.S. 1994 — 1998
Leone, McDonnell & Roberts, P.A. July 2014 - Present
Leone, McDonnell & Roberts, P.A. July 2013 - July 2014
Skills
Tax Preparation, Auditing, Financial Reporting, Tax, Accounting, QuickBooks, Microsoft Excel, Financial Accounting
Education
University of New Hampshire
Bachelor of Science (BS), Business Administration: Accounting
University of New Hampshire
Master of Science (MS), Accounting
Gamwell, Caputo & Kelsch & Co.PLLC September 2011 - Present
Leone, McDonnell & Roberts, P.A. January 2003 - September 2011
Johnson Lambert & Co. LLP October 2000 - January 2003
Skills
Tax, Accounting, Tax Preparation, Auditing, Internal Controls, CPA, Project Planning, Finance, Accounts Receivable, Accounts Payable, Financial Statements, Financial Reporting, GAAP, Fixed Assets, Corporate Tax, US GAAP, SEC filings
Education
Saint Michael's College 1994 — 1998
bachelor of Science, Accounting and Business
Leone, McDonnell & Roberts, P.A. July 2012 - Present
Vanderhoof Hardware June 1999 - June 2012
Skills
Inventory Management, Accounting, Excel, PowerPoint, Word, Microsoft Office, ProSystem fx Tax, CCH ProSystem fx, Auditing, Tax Returns, Tax Preparation, Tax, QuickBooks, Compilation, Revenue Recognition, Microsoft Excel, Financial Reporting
Education
Merrimack College 2008 — 2011
Bachelors, Accounting
University of New Hampshire 2005 — 2008
Associates Degree, Business Administration
Fidelity Investments August 2015 - Present
TD August 2014 - Present
Vachon Clukay & Company PC February 2014 - May 2014
Leone, McDonnell & Roberts, P.A. January 2014 - February 2014
Caron & Bletzer, PLLC March 2013 - October 2013
Maine Department of Labor May 2010 - August 2010
Skills
Financial Analysis, Finance, Mutual Funds, Process Improvement, Accounting, Financial Statements, Auditing, US GAAP, Microsoft Excel, MS Excel Pivot Tables, MS Excel Vlookups, Audits of Employee..., ERISA, External Audit, Financial Reporting, 401k, Pensions, Defined Benefit, Defined Contribution, Financial Accounting, Internal Controls, GAAS, Outlook, GASB, Nonprofits, Adobe, CCH ProSystem fx, Thomson Reuters, Governmental Accounting, Yellow Book, Corporate Tax
Education
Southern New Hampshire University 2011 — 2012
Master of Science in Finance (MSF)
University of Maine 2008 — 2010
Bachelor of Science in Business Administration (BSBA), Accounting
Leone, McDonnell & Roberts, P.A. July 2013 - Present
University of New Hampshire August 2008 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, GAAP, Tax, Tax Preparation
Education
University of New Hampshire 2012 — 2013
Master of Science (M.S.), Accounting
University of New Hampshire 2008 — 2012
Bachelor of Science (B.S.), Business Administration/Accounting
Leone, McDonnell & Roberts, P.A. September 2006 - Present
Leone, McDonnell & Roberts, P.A. February 1995 - July 1998
Skills
Audit, Tax, Accounting, Tax, Tax Preparation, Financial Reporting, Accounting, Corporate Tax, Tax Returns, CPA, Financial Accounting, Financial Analysis, QuickBooks, Internal Controls, Auditing, GAAP
Education
Pensacola Christian College 1986 — 1990
Bachelor of Science (B.S.), Accounting and Computer Science
Atlantic Trust February 2015 - Present
State Street June 2014 - February 2015
New York Life Insurance Company May 2013 - August 2013
Leone, McDonnell & Roberts, P.A. June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Microsoft Word, Bloomberg, Financial Analysis, Financial Services, Financial Modeling, DCF Valuation, Corporate Finance, Financial Statement..., Financial Reporting, Morningstar, Outlook, SPSS, SAP, Windows 7, Social Media
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Corporate Finance and Accounting
Leone, McDonnell & Roberts, P.A. January 2006 - Present
Dover Adult Learning Center November 2012 - Present
New Hampshire Society of Certified Public Accountants December 2011 - Present
Morris & Morris, PC September 2002 - December 2005
Skills
Auditing, Training, Tax, CPA, Tax Preparation, Accounting, Financial Reporting, QuickBooks, Internal Controls, GAAP, Corporate Tax, Non-profits, HUD Audits, Business tax planning, Individual tax planning, Partnership Tax Returns, Partnership Taxation, ProSystem fx Tax, Tax Returns
Education
Bentley University 1998 — 2002
Bachelor of Science (BS), Accounting
Manchester Memorial High School 1994 — 1998
Leone, McDonnell & Roberts, P.A. June 2009 - Present
TradeWinds Mechanical May 2008 - January 2009
Skills
Tax Preparation, Corporate Tax, Auditing, Audits of Employee..., Nonprofits, Financial Statement..., Reviews, Accounting, Financial Reporting, Microsoft Excel, Tax Returns, Tax, Financial Analysis, Income Tax, Microsoft Office, GAAP, Financial Accounting, Business Tax Planning, Accounts Receivable, ProSystem fx Tax
Education
University of New Hampshire 2005 — 2009
Bachelors, Accounting & Finance
St. John's High School 2001 — 2005
High School Diploma
Leone, McDonnell & Roberts, P.A. June 2009 - Present
Mount Washington Valley Chamber of Commerce June 2014 - Present
Mount Washington Valley Chamber of Commerce January 2013 - Present
Skills
Auditing, Accounting, Tax Preparation, Corporate Tax, Tax, Financial Reporting, QuickBooks, GAAP, Internal Controls, Revenue Recognition, Financial Accounting, Tax Returns, CPA
Education
Leadership MWV 2014 — 2014
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
B.S. Business Administration, Accounting
Exeter High School 2001 — 2005
Albany Engineered Composites May 2015 - Present
Albany Engineered Composites September 2013 - May 2015
Leone, McDonnell & Roberts, P.A. October 2012 - September 2013
BDO USA, LLP September 2006 - April 2012
Beverly National Bank September 2005 - May 2006
Skills
Internal Controls, Stock Compensation, Financial Reporting, Revenue Recognition, Auditing, Accounting, Accounts Receivable, Accounts Payable, Internal Audit, Tax, Financial Statements, GAAP, Tax Preparation, Income Tax, SEC filings
Education
Southern New Hampshire University 2011 — 2013
Master of Science (M.S.), Finance, 4.0
Bentley College 2003 — 2006
Bachelor of Science, Accounting, 3.72
University of Pittsburgh 2005 — 2005
General Stuides
New Hampshire Community Technical College 2001 — 2003
Associates Degree, Accounting
CIEE Council on International Educational Exchange September 2015 - Present
David Wood Personnel January 2015 - Present
Ralph Lauren November 2008 - July 2014
Leone, McDonnell & Roberts, P.A. June 2013 - August 2013
Canterbury English September 2012 - December 2012
Tuckerman's Restaurant and Tavern June 2011 - August 2012
Abercrombie & Fitch September 2011 - January 2012
The Madd Planter June 2008 - September 2008
Skills
Microsoft Word, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Customer Service, Retail, Time Management, POS, Retail Sales, Sales, Social Networking, Facebook, Apparel, English, Loss Prevention, Window Displays, Footwear, Cashiering, Sportswear, Visual Merchandising, Draping, Fashion Illustration, JDA, Fitting, Clienteling, Luxury Goods, Pattern, Fashion Design, Styling, Textiles, Trend Analysis, Merchandise Planning, Merchandising, Inventory Management, Mood Boards, Trend Forecasting, Fashion Shows, Fashion Buying, Store Management, Fashion, Trend, Cision, Store Operations, Tech Packs
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Universidad Antonio de Nebrija 2012 — 2012
Study Abroad Program, Study Abroad Program
Fryeburg Academy 2006 — 2010
High School Diploma, General education
Baker Newman Noyes September 2015 - Present
PENSCO Trust Company May 2015 - Present
University of New Hampshire August 2012 - May 2015
University of New Hampshire August 2012 - May 2015
Flying Goat Farm June 2014 - November 2014
North Berwick Farmers' Market May 2012 - October 2014
Leone, McDonnell & Roberts, P.A. May 2014 - August 2014
The Soup Guy October 2013 - August 2014
Popper's at the Mill / Joinery Restaurant April 2013 - August 2014
Popper's at the Mill / Joinery Restuarant May 2012 - August 2014
Skills
Time Management, Leadership, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Accounting, Organization, Public Speaking, Statistics, Customer Service, Mathematics, Social Networking, Event Planning, Facebook, Research, Teaching, Community Outreach, QuickBooks, Social Media, Budgets, Critical Thinking, Telephone Skills, Coordinating Activities, Data Analysis, Volunteer Management, Data Entry, Photoshop, Photography, Financial Analysis, Databases, Small Business, Food & Beverage, Proofreading, Computers, Account Reconciliation, Bookkeeping, Lecturing, Restaurants, Tutoring, Salesforce.com, Team Building, Fundraising, Hospitality, Team Leadership, Quantitative Research
Education
University of New Hampshire 2014 — 2015
Master of Science (M.S.), Accounting
University of New Hampshire 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Comcast Cable July 2015 - Present
Comcast Cable March 1996 - July 2015
Leone, McDonnell & Roberts, P.A. July 1991 - March 1996
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1990
BS - Business Administration, Accounting
Henry Company September 2015 - Present
Windes February 2015 - September 2015
Baker Newman Noyes August 2012 - January 2015
Leone, McDonnell & Roberts, P.A. July 2011 - August 2012
University of New Hampshire September 2009 - June 2011
Wentworth Douglass Hospital June 2010 - August 2010
University of New Hampshire January 2007 - June 2010
Skills
Auditing, Tax, Finance, Accounting, QuickBooks, Bookkeeping, Financial Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Tax Preparation, HTML, Access, Outlook, Internal Controls, Quicken, Database Design, Databases, PPC, Engagement, Adobe Acrobat, Audit, Excel, Word, Non-profits, Financial Accounting
Education
University of New Hampshire 2010 — 2011
Master of Science, Accounting, 3.7
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor of Science, Business Administration: Accounting, 3.54
Profile High School 2002 — 2006
Shaheen & Gordon, P.A. January 2015 - Present
CMD CPA, LLC September 2013 - Present
Cobalt Benefits Group, LLC October 2013 - January 2015
Southern New Hampshire University April 2012 - December 2014
Leone, McDonnell & Roberts, P.A. June 2012 - September 2013
Howe, Riley & Howe, PLLC January 2008 - June 2012
Skills
Accounting, Auditing, Tax Preparation, Corporate Tax, Internal Controls, Nonprofits, Financial Statements, Financial Reporting, Income Tax, Tax Returns, Budgets, Financial Accounting, QuickBooks, Small Business Tax, US GAAP, Consolidated Financial..., Microsoft Dynamics ERP, FRx Report Writer, Process Improvement, Managerial Finance, Leadership, Forecasting, Financial Analysis, GAAP, CPA, Finance, Tax
Education
Southern New Hampshire University 2008 — 2011
Master of Science, Accounting
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2008
Bachelor of Science, Accounting
St. Thomas Aquinas High School 2000 — 2004
Arbella Insurance Group September 2014 - Present
Sullivan Bille Group January 2012 - September 2014
Leone, McDonnell & Roberts, P.A. June 2010 - December 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Tax, Account Reconciliation
Education
University of New Hampshire 2006 — 2010
B.S., Business Administration, Concentration in Accounting
Globe Wealth Management June 2013 - Present
Self-employed April 2013 - January 2014
Bigelow & Company CPA, P.C. July 2012 - April 2013
Leone, McDonnell & Roberts, P.A. June 2010 - April 2012
Skills
Accounting, Retirement Planning, Tax Management..., College Education..., Investment Strategies, Estate Planning, Wealth Accumulation..., Stock Trading
Education
University of New Hampshire 2009 — 2010
Master of Science (MS), Accounting
University of New Hampshire 2005 — 2009
Bachelor of Arts (B.A.), Business Management/Accounting
Manchester High School West 2001 — 2005
Harbour Industries February 2013 - Present
Harbour Industries February 2012 - Present
Wayne Water Systems October 2008 - January 2012
Belden August 2002 - October 2008
Baker, Newman & Noyes, LLC January 2000 - August 2002
Leone, McDonnell & Roberts, P.A. 1998 - 2000
U.S. Army 1989 - 1992
Skills
Cost Accounting, Financial Reporting, Forecasting, Accounting, Inventory Management, Financial Analysis, JD Edwards, Accruals, Sarbanes-Oxley Act, Internal Controls, Six Sigma, Auditing, Variance Analysis, Purchasing, SAP, Pricing, General Ledger, Manufacturing, Process Improvement, Budgets, Accounts Receivable, Analysis, Strategic Planning, ERP, Strategic Financial..., Continuous Improvement, Financial Accounting, Accounts Payable, Internal Audit, US GAAP, Cross-functional Team..., Cash Flow, Hyperion Enterprise, Finance, Microsoft Excel, Acquisition Integration, Lean Manufacturing, P&L Management, Consolidation, Account Management, Business Process..., Hyperion HFM, Mergers & Acquisitions, Financial Modeling, Corporate Tax, Payroll, Tax, Business Planning, Due Diligence, Access
Education
Southern New Hampshire University 1993 — 1997
BS, Accouting
Leone, McDonnell & Roberts, P.A. July 2012 - Present
Skills
Accounting, Individual Tax..., Corporate Tax..., Auditing, Compilation and Review..., QuickBooks, Non-Profit, Partnership Taxation, Tax, Financial Accounting, Tax Preparation
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
BS, Business Administration: Accounting
University of New Hampshire - Whittemore School of Business and Economics
Master of Science (MS), Accounting
Leone, McDonnell & Roberts, P.A. August 2011 - Present
MFA - Moody, Famiglietti & Andronico October 2010 - August 2011
Skills
Audit, Tax, Accounting, QuickBooks, Microsoft Office, Tax Returns, Income Tax, Corporate Tax, CPA, Auditing, Financial Reporting, GAAP, ProSystem fx Tax, Partnership Taxation, Tax Research, Tax Preparation, Financial Accounting, Revenue Recognition, Tax Accounting
Education
Southern New Hampshire University 2005 — 2010
Bachelor of Science, Accounting
Baker Newman Noyes September 2014 - Present
Edward C. David and Company CPAs January 2014 - June 2014
Leone, McDonnell & Roberts, P.A. July 2012 - December 2013
University of New Hampshire: Whitemore School of Business and Economics Advising Office September 2010 - May 2012
John Hancock Financial Services: Retirement Income and Rollover Solutions June 2011 - August 2011
University of New Hampshire: Phonathon September 2009 - May 2010
Merrimack Mortgage Company, Inc. June 2008 - August 2008
Skills
Microsoft Office, Peachtree, ProSystem fx Tax, ProSystem fx Engagement, Tax Preparation, QuickBooks, Accounting, Financial Reporting, Tax, Auditing, Internal Controls, Financial Accounting, Revenue Recognition, Accounts Receivable, GAAP, Access, Account Reconciliation, Accounts Payable, Income Tax, Tax Accounting, CCH ProSystem fx, PowerPoint, Financial Statements, Depreciation, Finance, Sarbanes-Oxley Act, Nonprofits, Accountants, Small Business, Journal Entries, Audits of Employee..., Profx, HUD audits, Outlook, CCH Intelliconnect
Education
Southern New Hampshire University 2013 — 2016
Masters of Science, Accounting with an Auditing concentration
University of New Hampshire 2009 — 2012
Bachelor of Science, Business Administration with an Option in Accouting
Pinkerton Academy 2005 — 2009
High School, College Prep
Leone, McDonnell & Roberts, P.A. June 2007 - Present
Big Brothers Big Sisters of New Hampshire Greater Seacoast Regional Advisory Board December 2014 - Present
Big Brothers Big Sisters of the Greater Seacoast September 2011 - Present
Greater Dover Chamber of Commerce March 2011 - Present
New Hampshire Society of CPA's May 2011 - Present
Skills
Non-profits, Employee Benefits, Accounting, Auditing, QuickBooks, Financial Analysis, Budgets, Microsoft Excel, Financial Reporting, Small Business, Microsoft Word, Tax Preparation, Microsoft Office, Strategic Planning, Tax, Fundraising, Customer Service, PowerPoint, Social Media, Public Speaking, Nonprofits, Financial Accounting, Bookkeeping, Access, GAAP
Education
University of New Hampshire 2003 — 2007
Bachelors of Science in Business Administration, Accounting
Rockingham County NH July 2015 - Present
Rockingham County 2009 - Present
Pan Am Railways 2004 - 2008
Pan Am Systems 2003 - 2008
Baker Newman Noyes 2000 - 2002
Leone, McDonnell & Roberts, P.A. 1998 - 2000
Skills
Accounts Payable, Accounts Receivable, Budgets, Policy, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Process Improvement, PowerPoint, Supervisory Skills, Data Entry, Local Government, Munis, Financial Statements, Financial Analysis, Financial Accounting, Crystal Reports, Operating Systems, Tax Preparation, Financial Statement..., Peer Reviews, Benefits Analysis, Sage MAS200, Payroll, Accounting, Auditing, QuickBooks, Financial Reporting, Account Reconciliation, Leadership, Program Management, Finance, Strategic Planning, GAAP, Team Building, Project Management, Training, Analysis, System Administration, Forecasting
Education
McIntosh College 1997 — 1998
Associate's degree, Accounting
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Anthony & Dodge PC January 2014 - Present
Leone, McDonnell & Roberts, P.A. June 2012 - August 2012
Education
Endicott College 2011 — 2015