Lumsden & McCormick
Description
Address: 369 Franklin St, Buffalo, NY 14202 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (716) 856-3300: : : Website: Category: : Place name: : : Website: http://www.lumsdencpa.com/ Category: Certified Public Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
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Lumsden & McCormick Employees
Employee
Years
Job
Industry
Chris Kicinski, CPA, CFP(R) Chris Kicinski, CPA, CFP(R)'s Lumsden & McCormick Experience July 2003 - July 2011
Job Vice President
Industry Financial Services
Experience
Sandhill Investment Management August 2011 - Present
Lumsden & McCormick Financial Services, LLC January 2007 - July 2011
Lumsden & McCormick July 2003 - July 2011
Rich Products 2002 - 2003
Stereo Advantage 2000 - 2001
Skills
Financial Analysis, Tax, Accounting, Financial Reporting, Financial Modeling, Auditing, Finance, Strategic Financial..., Investments, Retirement Planning, Equities, Fixed Income, Investment Management, 401k, Securities, High Net Worth..., Asset Management, Investment Advisory, Mutual Funds, Financial Planning
Education
State University of New York at Buffalo 2001 — 2003
Bachelors of Science, Accounting, Finance
University of Maryland College Park 1999 — 2001
Finance, Accounting
Williamsville South High School 1995 — 1999
Sandhill Investment Management August 2011 - Present
Lumsden & McCormick Financial Services, LLC January 2007 - July 2011
Lumsden & McCormick July 2003 - July 2011
Rich Products 2002 - 2003
Stereo Advantage 2000 - 2001
Skills
Financial Analysis, Tax, Accounting, Financial Reporting, Financial Modeling, Auditing, Finance, Strategic Financial..., Investments, Retirement Planning, Equities, Fixed Income, Investment Management, 401k, Securities, High Net Worth..., Asset Management, Investment Advisory, Mutual Funds, Financial Planning
Education
State University of New York at Buffalo 2001 — 2003
Bachelors of Science, Accounting, Finance
University of Maryland College Park 1999 — 2001
Finance, Accounting
Williamsville South High School 1995 — 1999
Brian Kern, CPA Brian Kern, CPA's Lumsden & McCormick Experience January 2008 - December 2010
Job Tax Principal at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2015 - Present
Lumsden & McCormick, LLP January 2011 - December 2014
Lumsden & McCormick January 2008 - December 2010
Lumsden & McCormick, LLP August 2006 - December 2007
Skills
Tax, Accounting, Financial Reporting, Tax Preparation, CPA, GAAP, Financial Accounting, Financial Analysis, Corporate Tax, Auditing, Internal Controls, Financial Statements, Sarbanes-Oxley Act, Income Tax, General Ledger, Cost Segregation
Education
Canisius College
BS, Accounting
Lumsden & McCormick, LLP January 2015 - Present
Lumsden & McCormick, LLP January 2011 - December 2014
Lumsden & McCormick January 2008 - December 2010
Lumsden & McCormick, LLP August 2006 - December 2007
Skills
Tax, Accounting, Financial Reporting, Tax Preparation, CPA, GAAP, Financial Accounting, Financial Analysis, Corporate Tax, Auditing, Internal Controls, Financial Statements, Sarbanes-Oxley Act, Income Tax, General Ledger, Cost Segregation
Education
Canisius College
BS, Accounting
Anne Marie Will Anne Marie Will's Lumsden & McCormick Experience October 2000 - June 2001
Job Business Teacher at Amherst Central School District
Industry Primary/Secondary Education
Experience
Amherst Central School District August 2008 - Present
Various 2004 - 2008
Buffalo and Erie County Botanical Gardens February 2006 - March 2007
North Tonawanda City School District 2003 - 2004
Buffalo Philharmonic Orchestra January 2002 - June 2002
Lumsden & McCormick October 2000 - June 2001
Dopkins & Company November 1999 - June 2000
M&T Bank June 1999 - November 1999
Praxair April 1996 - June 1999
Skills
Business Education, Business Math, Sports & Entertainment..., International Business..., Career Exploration..., Career, Finance, &..., Work Experience Program, Microsoft Office, Accounting, Auditing, Financial Reporting, Internal Controls, Internal Audit, Managerial Finance, Budgets, Accounts Payable, Management, Finance, Analysis, Financial Management, Banking, QuickBooks, Nonprofits, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Financial Statements
Education
State University of New York College at Buffalo 2002 — 2003
Teaching Certification, Business Education
State University of New York at Buffalo - School of Management 1990 — 1993
MBA, Finance
Westminster College (PA) 1985 — 1989
BA, Accounting
Williamsville East High School 1981 — 1985
Regents Diploma, College Prep/Business
Amherst Central School District August 2008 - Present
Various 2004 - 2008
Buffalo and Erie County Botanical Gardens February 2006 - March 2007
North Tonawanda City School District 2003 - 2004
Buffalo Philharmonic Orchestra January 2002 - June 2002
Lumsden & McCormick October 2000 - June 2001
Dopkins & Company November 1999 - June 2000
M&T Bank June 1999 - November 1999
Praxair April 1996 - June 1999
Skills
Business Education, Business Math, Sports & Entertainment..., International Business..., Career Exploration..., Career, Finance, &..., Work Experience Program, Microsoft Office, Accounting, Auditing, Financial Reporting, Internal Controls, Internal Audit, Managerial Finance, Budgets, Accounts Payable, Management, Finance, Analysis, Financial Management, Banking, QuickBooks, Nonprofits, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Financial Statements
Education
State University of New York College at Buffalo 2002 — 2003
Teaching Certification, Business Education
State University of New York at Buffalo - School of Management 1990 — 1993
MBA, Finance
Westminster College (PA) 1985 — 1989
BA, Accounting
Williamsville East High School 1981 — 1985
Regents Diploma, College Prep/Business
Jennifer A. (Moore) Kartychak, CPA's Lumsden & McCormick Experience July 2003 - September 2005
Job Manager, Corporate Accounting at Moog Inc
Industry Accounting
Experience
Moog Inc May 2010 - Present
Ernst & Young September 2005 - May 2010
Lumsden & McCormick July 2003 - September 2005
Skills
Auditing, Accounting, Internal Controls, IFRS, Sarbanes-Oxley Act, Pensions, Derivatives, Securitization, Acquisitions, Equity Based..., US GAAP, Finance, Financial Statements, Analysis, Financial Accounting, Financial Reporting, Financial Analysis
Education
Canisius College 1999 — 2003
Bachelor of Science (B.S.) (Accounting); Bachelor of Science (B.S.) (Accounting Information Systems)
Moog Inc May 2010 - Present
Ernst & Young September 2005 - May 2010
Lumsden & McCormick July 2003 - September 2005
Skills
Auditing, Accounting, Internal Controls, IFRS, Sarbanes-Oxley Act, Pensions, Derivatives, Securitization, Acquisitions, Equity Based..., US GAAP, Finance, Financial Statements, Analysis, Financial Accounting, Financial Reporting, Financial Analysis
Education
Canisius College 1999 — 2003
Bachelor of Science (B.S.) (Accounting); Bachelor of Science (B.S.) (Accounting Information Systems)
David Boatman David Boatman's Lumsden & McCormick Experience January 1989 - January 1990
Job Systems Analyst at Innovative Solutions
Industry Information Technology and Services
Experience
Innovative Solutions December 2009 - Present
AVOX Systems (Zodiac Aerospace) April 2002 - December 2009
Outokumpu American Brass January 1990 - April 2002
Lumsden & McCormick January 1989 - January 1990
Diocese of Buffalo May 1984 - January 1989
United States Coast Guard July 1974 - July 1984
Skills
Integration, Project Management, Databases, ERP, Process Improvement, Analysis, Windows Server, Management
Education
D'Youville College 1986 — 1987
BS, Business Management
Bryant & Stratton College 1982 — 1983
AOS, Business Administration & Computer Programming
Innovative Solutions December 2009 - Present
AVOX Systems (Zodiac Aerospace) April 2002 - December 2009
Outokumpu American Brass January 1990 - April 2002
Lumsden & McCormick January 1989 - January 1990
Diocese of Buffalo May 1984 - January 1989
United States Coast Guard July 1974 - July 1984
Skills
Integration, Project Management, Databases, ERP, Process Improvement, Analysis, Windows Server, Management
Education
D'Youville College 1986 — 1987
BS, Business Management
Bryant & Stratton College 1982 — 1983
AOS, Business Administration & Computer Programming
Mollie Profic, CPA, CIA Mollie Profic, CPA, CIA's Lumsden & McCormick Experience June 2006 - January 2012
Job Controller at Erie County Industrial Development Agency (ECIDA)
Industry Accounting
Experience
Erie County Industrial Development Agency (ECIDA) June 2015 - Present
Erie Community College July 2013 - June 2015
Evans Bank January 2012 - July 2013
Lumsden & McCormick June 2006 - January 2012
Skills
Auditing, Internal Controls, Internal Audit, Financial Statements, Accounting, Financial Analysis, Tax, Sarbanes-Oxley Act, GAAP, Nonprofits, Account Reconciliation, Microsoft Office, General Ledger, Financial Reporting, Financial Accounting, CPA, US GAAP, Variance Analysis, Revenue Recognition, Fixed Assets, Accruals, Financial Audits, Journal Entries, Bank Reconciliation, Finance, Budgets, CIA, Government Accounting
Education
State University of New York at Buffalo - School of Management 2003 — 2007
BS, Business Administration
Erie County Industrial Development Agency (ECIDA) June 2015 - Present
Erie Community College July 2013 - June 2015
Evans Bank January 2012 - July 2013
Lumsden & McCormick June 2006 - January 2012
Skills
Auditing, Internal Controls, Internal Audit, Financial Statements, Accounting, Financial Analysis, Tax, Sarbanes-Oxley Act, GAAP, Nonprofits, Account Reconciliation, Microsoft Office, General Ledger, Financial Reporting, Financial Accounting, CPA, US GAAP, Variance Analysis, Revenue Recognition, Fixed Assets, Accruals, Financial Audits, Journal Entries, Bank Reconciliation, Finance, Budgets, CIA, Government Accounting
Education
State University of New York at Buffalo - School of Management 2003 — 2007
BS, Business Administration
Jill Johnson, CPA, CFE Jill Johnson, CPA, CFE's Lumsden & McCormick Experience July 2002 - Present
Job Audit Principal at Lumsden & McCormick
Industry Accounting
Experience
Lumsden & McCormick July 2002 - Present
SUNY Buffalo 2000 - 2002
Arthur Andersen 2001 - 2001
Wegmans Food Markets 1994 - 2000
Skills
Budgets, Auditing, Accounts Receivable, QuickBooks, Accounting, Tax, Financial Reporting, Financial Analysis, CPA, General Ledger, Financial Accounting, Financial Statements, Internal Controls, Cost Accounting, Sarbanes-Oxley Act, Tax Preparation, Corporate Tax, Income Tax, Internal Audit, Account Reconciliation, Tax Returns, GAAP, Accounts Payable, US GAAP, External Audit, SEC filings
Education
State University of New York at Buffalo - School of Management 1996 — 2002
BS/MBA, Accounting
Lumsden & McCormick July 2002 - Present
SUNY Buffalo 2000 - 2002
Arthur Andersen 2001 - 2001
Wegmans Food Markets 1994 - 2000
Skills
Budgets, Auditing, Accounts Receivable, QuickBooks, Accounting, Tax, Financial Reporting, Financial Analysis, CPA, General Ledger, Financial Accounting, Financial Statements, Internal Controls, Cost Accounting, Sarbanes-Oxley Act, Tax Preparation, Corporate Tax, Income Tax, Internal Audit, Account Reconciliation, Tax Returns, GAAP, Accounts Payable, US GAAP, External Audit, SEC filings
Education
State University of New York at Buffalo - School of Management 1996 — 2002
BS/MBA, Accounting
Lida Grimaldi-Sykes's Lumsden & McCormick Experience 1993 - 1995
Job CFO at Niagara Thermal Products
Industry Aviation & Aerospace
Experience
Niagara Thermal Products LLC 2003 - Present
BOC Edwards 2000 - 2003
Kaleida Health 2000 - 2002
Science Kit & Boreal Laboratories 1998 - 2001
Price Waterhouse Coopers 1994 - 1997
Lumsden & McCormick 1993 - 1995
Skills
Cost Accounting, GAAP, Mergers, Change Management, Kaizen, Accounting, Financial Reporting, Auditing, Financial Analysis, Refinance, Process Improvement, Sarbanes-Oxley Act, Due Diligence, General Ledger, Cash Flow, Consolidation, US GAAP, Financial Accounting, Forecasting, Mergers & Acquisitions, Internal Controls, Tax, Managerial Finance, Variance Analysis, SEC filings, Manufacturing
Education
Canisius College 1997 — 2002
MBA, Finance and Human Resources
Canisius College
BS, Accounting
Niagara Thermal Products LLC 2003 - Present
BOC Edwards 2000 - 2003
Kaleida Health 2000 - 2002
Science Kit & Boreal Laboratories 1998 - 2001
Price Waterhouse Coopers 1994 - 1997
Lumsden & McCormick 1993 - 1995
Skills
Cost Accounting, GAAP, Mergers, Change Management, Kaizen, Accounting, Financial Reporting, Auditing, Financial Analysis, Refinance, Process Improvement, Sarbanes-Oxley Act, Due Diligence, General Ledger, Cash Flow, Consolidation, US GAAP, Financial Accounting, Forecasting, Mergers & Acquisitions, Internal Controls, Tax, Managerial Finance, Variance Analysis, SEC filings, Manufacturing
Education
Canisius College 1997 — 2002
MBA, Finance and Human Resources
Canisius College
BS, Accounting
Joan Allis's Lumsden & McCormick Experience Customer Service AdminstratorFirst Niagara BankJune 1981 - April 1990
Job Sr. Tax Accountant at Lumsden & McCormick
Industry Accounting
Experience
Lumsden & McCormick Customer Service AdminstratorFirst Niagara BankJune 1981 - April 1990
Education
Canisius College 1975 — 1981
Lumsden & McCormick Customer Service AdminstratorFirst Niagara BankJune 1981 - April 1990
Education
Canisius College 1975 — 1981
Peter DiCostanzo, CPA's Lumsden & McCormick Experience October 1993 - September 2005
Job CFO/Controller Specialist at cfoSOLUTIONSPlus and Town Councilman
Industry Accounting
Experience
cfoSOLUTIONSPlus June 2008 - Present
Town of Clarence January 2008 - Present
Freed Maxick CPAs, P.C. October 2005 - June 2008
Lumsden & McCormick October 1993 - September 2005
Joseph R. Beyda & Co. July 1989 - September 1993
Skills
Finance, Small Business, General Ledger, Cost Accounting, Financial Statements, QuickBooks, Business Planning, Managerial Finance, US GAAP, Cash Flow, Manufacturing, Compliance, Budgets, Bookkeeping, Accounts Receivable, Accounting, Auditing, Financial Reporting
Education
State University of New York College at Geneseo 1985 — 1989
BA, Accounting
Buffalo FBI Citizens Academy
Spring 2006
cfoSOLUTIONSPlus June 2008 - Present
Town of Clarence January 2008 - Present
Freed Maxick CPAs, P.C. October 2005 - June 2008
Lumsden & McCormick October 1993 - September 2005
Joseph R. Beyda & Co. July 1989 - September 1993
Skills
Finance, Small Business, General Ledger, Cost Accounting, Financial Statements, QuickBooks, Business Planning, Managerial Finance, US GAAP, Cash Flow, Manufacturing, Compliance, Budgets, Bookkeeping, Accounts Receivable, Accounting, Auditing, Financial Reporting
Education
State University of New York College at Geneseo 1985 — 1989
BA, Accounting
Buffalo FBI Citizens Academy
Spring 2006
David Marzo's Lumsden & McCormick Experience 1987 - 1998
Job Chief Financial Officer at Buffalo Niagara Convention & Visitors Bureau
Industry Leisure, Travel & Tourism
Experience
Buffalo Niagara Convention & Visitors Bureau March 1998 - Present
Lumsden & McCormick 1987 - 1998
Skills
Revenue Analysis, Customer Service, Hotels, Hospitality, Tourism, Accounting, Hospitality Industry, Event Management, Food & Beverage, Hospitality Management, Financial Reporting, Budgets, Event Planning, Strategic Planning
Education
State University of New York at Buffalo - School of Management 1981 — 1986
BS, Accounting
Buffalo Niagara Convention & Visitors Bureau March 1998 - Present
Lumsden & McCormick 1987 - 1998
Skills
Revenue Analysis, Customer Service, Hotels, Hospitality, Tourism, Accounting, Hospitality Industry, Event Management, Food & Beverage, Hospitality Management, Financial Reporting, Budgets, Event Planning, Strategic Planning
Education
State University of New York at Buffalo - School of Management 1981 — 1986
BS, Accounting
Renee Segina Moore, CPA's Lumsden & McCormick Experience January 1997 - October 2003
Job Accountant
Industry Real Estate
Experience
Moore Corporate Real Estate October 2003 - December 2013
Lumsden & McCormick January 1997 - October 2003
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Commercial Real Estate, CPA, Auditing, Budgets, Real Estate Sales..., Financial Accounting
Education
State University of New York at Buffalo - School of Management
Management, Finance, Economics
Moore Corporate Real Estate October 2003 - December 2013
Lumsden & McCormick January 1997 - October 2003
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Commercial Real Estate, CPA, Auditing, Budgets, Real Estate Sales..., Financial Accounting
Education
State University of New York at Buffalo - School of Management
Management, Finance, Economics
Kimberly Glenn's Lumsden & McCormick Experience July 2006 - May 2010
Job Experienced Accountant
Industry Accounting
Experience
Event 360 December 2012 - June 2013
Event 360 February 2012 - December 2012
Event 360 July 2010 - February 2012
Lumsden & McCormick July 2006 - May 2010
Skills
GAAP, Accounting, Financial Statements, Account Reconciliation, Accounts Payable, Accounts Receivable, Auditing, CPA, Finance, Journal Entries
Education
University at Buffalo 2002 — 2006
B.S., Accounting
Event 360 December 2012 - June 2013
Event 360 February 2012 - December 2012
Event 360 July 2010 - February 2012
Lumsden & McCormick July 2006 - May 2010
Skills
GAAP, Accounting, Financial Statements, Account Reconciliation, Accounts Payable, Accounts Receivable, Auditing, CPA, Finance, Journal Entries
Education
University at Buffalo 2002 — 2006
B.S., Accounting
Stephen LoVullo's Lumsden & McCormick Experience January 1988 - Present
Job Partner at Lumsden & McCormick
Industry Accounting
Experience
Lumsden & McCormick January 1988 - Present
Education
Canisius College 1970 — 1974
BS, Accounting
Lumsden & McCormick January 1988 - Present
Education
Canisius College 1970 — 1974
BS, Accounting
Thomas Panek's Lumsden & McCormick Experience December 1986 - June 1996
Job Administrator / CPA
Industry Nonprofit Organization Management
Experience
Buffalo Laborers' Welfare Fund June 1996 - Present
Lumsden & McCormick December 1986 - June 1996
Skills
Healthcare, Leadership Development, Change Management, Auditing, Accounting, Financial Reporting, Medicare, Public Speaking, Manufacturing, Leadership, Marketing Strategy, Performance Improvement, Management Consulting, Call Center, Speech Writing, Human Resources, Strategic Planning, Employee Benefits, Program Management, Team Building, Training, Budgets, Management, Insurance, Nonprofits, Process Improvement, Payroll, Finance, Financial Analysis, Customer Service, Employee Relations, Contract Negotiation, Recruiting, CPA, Microsoft Excel
Education
State University of New York at Buffalo - School of Management
BS, Accounting
Buffalo Laborers' Welfare Fund June 1996 - Present
Lumsden & McCormick December 1986 - June 1996
Skills
Healthcare, Leadership Development, Change Management, Auditing, Accounting, Financial Reporting, Medicare, Public Speaking, Manufacturing, Leadership, Marketing Strategy, Performance Improvement, Management Consulting, Call Center, Speech Writing, Human Resources, Strategic Planning, Employee Benefits, Program Management, Team Building, Training, Budgets, Management, Insurance, Nonprofits, Process Improvement, Payroll, Finance, Financial Analysis, Customer Service, Employee Relations, Contract Negotiation, Recruiting, CPA, Microsoft Excel
Education
State University of New York at Buffalo - School of Management
BS, Accounting
Debra Romance's Lumsden & McCormick Experience 1987 - 1996
Job Portfolio Controller at Ciminelli Development Company
Industry Real Estate
Experience
Ciminelli Development Company January 1996 - Present
martino & co 1987 - 1996
lumsden & mccormick 1987 - 1996
Skills
Real Estate, Leases, Accounting
Education
State University of New York at Buffalo - School of Management 1983 — 1987
BS, Accounting
Ciminelli Development Company January 1996 - Present
martino & co 1987 - 1996
lumsden & mccormick 1987 - 1996
Skills
Real Estate, Leases, Accounting
Education
State University of New York at Buffalo - School of Management 1983 — 1987
BS, Accounting