Lumsden & McCormick, LLP
Description
Address: 369 Franklin St, Buffalo, NY 14202 Hours: Closed ⋅ Opens 8:30AM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8:30AM–5PMHours might differTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (716) 856-3300: Category: : : : Website: : : 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. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 20 min to 2 hr here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lumsden McCormick Posting publicly on the Web Write a review Reviews 1 Google review
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Lumsden & McCormick, LLP Employees
Employee
Years
Job
Industry
G. Scott Murray G. Scott Murray's Lumsden & McCormick, LLP Experience 1996 - Present
Job Firm Administrator Lumsden McCormick
Industry Accounting
Experience
Lumsden & McCormick, LLP 1996 - Present
Kelly For Kids Foundation, Inc. 1999 - Present
The Mid-Day Club of Buffalo, Inc. January 2010 - Present
Young Audiences of Western New York June 2012 - January 2013
Ted's Jumbo Red Hots, Inc. 1991 - 1996
R. W. Michaels Agency, Inc. September 1983 - December 1990
Skills
Accounting, Finance, Financial Statements, Tax Accounting, Tax, Leadership, Financial Reporting, Internal Controls, Variance Analysis, Auditing, General Ledger, Corporate Tax, Budgets, Mergers & Acquisitions, Employee Benefits, Financial Analysis, Tax Preparation, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Financial Accounting
Education
Canisius College 1979 — 1983
B.S., Accounting
Lancaster Central High School 1976 — 1979
bs, Accounting
Lumsden & McCormick, LLP 1996 - Present
Kelly For Kids Foundation, Inc. 1999 - Present
The Mid-Day Club of Buffalo, Inc. January 2010 - Present
Young Audiences of Western New York June 2012 - January 2013
Ted's Jumbo Red Hots, Inc. 1991 - 1996
R. W. Michaels Agency, Inc. September 1983 - December 1990
Skills
Accounting, Finance, Financial Statements, Tax Accounting, Tax, Leadership, Financial Reporting, Internal Controls, Variance Analysis, Auditing, General Ledger, Corporate Tax, Budgets, Mergers & Acquisitions, Employee Benefits, Financial Analysis, Tax Preparation, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Financial Accounting
Education
Canisius College 1979 — 1983
B.S., Accounting
Lancaster Central High School 1976 — 1979
bs, Accounting
Thomas Burns, CPA, CMA Thomas Burns, CPA, CMA's Lumsden & McCormick, LLP Experience February 1999 - Present
Job Principal at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP February 1999 - Present
Marriott International June 1998 - February 1999
Skills
Accounting, Auditing, Audit, Non-profits, Manufacturing, Tax, Financial Reporting, Nonprofits, Financial Statements, GAAP, CPA, Corporate Tax, Tax Preparation, Internal Controls, Income Tax, Financial Accounting, QuickBooks
Education
State University of New York at Buffalo - School of Management
BS, Accounting
Lumsden & McCormick, LLP February 1999 - Present
Marriott International June 1998 - February 1999
Skills
Accounting, Auditing, Audit, Non-profits, Manufacturing, Tax, Financial Reporting, Nonprofits, Financial Statements, GAAP, CPA, Corporate Tax, Tax Preparation, Internal Controls, Income Tax, Financial Accounting, QuickBooks
Education
State University of New York at Buffalo - School of Management
BS, Accounting
Pat Hanavan Pat Hanavan's Lumsden & McCormick, LLP Experience July 2011 - Present
Job Senior Accountant at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP July 2011 - Present
Greatbatch Medical May 2009 - February 2011
Skills
Auditing, Accounting, Internal Controls, GAAP, CPA, Financial Statements, Internal Audit
Education
Canisius College 2006 — 2011
MBA, Accounting
Lumsden & McCormick, LLP July 2011 - Present
Greatbatch Medical May 2009 - February 2011
Skills
Auditing, Accounting, Internal Controls, GAAP, CPA, Financial Statements, Internal Audit
Education
Canisius College 2006 — 2011
MBA, Accounting
Matthew Daddario's Lumsden & McCormick, LLP Experience July 2015 - Present
Job Audit Intern at Lumsden & McCormick LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP July 2015 - Present
Challenger Sports July 2013 - Present
Northtown Automotive Companies September 2013 - July 2014
Daemen College September 2011 - May 2014
Skills
Microsoft Excel, Organization, Goal Setting, Bookkeeping
Education
Daemen College 2011 — 2016
BS/MS, Accounting, Senior
Richmond, The American International University in London 2015 — 2015
Semester Abroad, Art History
Lumsden & McCormick, LLP July 2015 - Present
Challenger Sports July 2013 - Present
Northtown Automotive Companies September 2013 - July 2014
Daemen College September 2011 - May 2014
Skills
Microsoft Excel, Organization, Goal Setting, Bookkeeping
Education
Daemen College 2011 — 2016
BS/MS, Accounting, Senior
Richmond, The American International University in London 2015 — 2015
Semester Abroad, Art History
Jonathan McDonald Jonathan McDonald's Lumsden & McCormick, LLP Experience July 2013 - December 2014
Job Staff Accountant at Brook & Whittle
Industry Accounting
Experience
Brook & Whittle April 2015 - Present
Lumsden & McCormick, LLP July 2013 - December 2014
The Buffalo News November 2012 - March 2013
Dopkins & Company, LLP May 2011 - October 2012
Canisius Annual Fund October 2008 - May 2010
Skills
Accounting, Auditing, Financial Accounting, US GAAP, Microsoft Excel, Cost Accounting, Data Analysis, Sales, Access, Financial Reporting, Budgets, Crystal Reports, SQL, Internal Controls, Microsoft Word, Microsoft Office, Internal Audit, Public Speaking, Project Management, General Ledger, Payroll, Bookkeeping, Financial Risk, Outlook, Packaging
Education
Canisius College 2012 — 2013
Master of Science (M.S.), Forensic Accounting
Canisius College 2008 — 2012
Bachelor of Science (B.S.), Accounting and Accounting Information Systems, Cum Laude
Brook & Whittle April 2015 - Present
Lumsden & McCormick, LLP July 2013 - December 2014
The Buffalo News November 2012 - March 2013
Dopkins & Company, LLP May 2011 - October 2012
Canisius Annual Fund October 2008 - May 2010
Skills
Accounting, Auditing, Financial Accounting, US GAAP, Microsoft Excel, Cost Accounting, Data Analysis, Sales, Access, Financial Reporting, Budgets, Crystal Reports, SQL, Internal Controls, Microsoft Word, Microsoft Office, Internal Audit, Public Speaking, Project Management, General Ledger, Payroll, Bookkeeping, Financial Risk, Outlook, Packaging
Education
Canisius College 2012 — 2013
Master of Science (M.S.), Forensic Accounting
Canisius College 2008 — 2012
Bachelor of Science (B.S.), Accounting and Accounting Information Systems, Cum Laude
Thomas Briggs, CPA Thomas Briggs, CPA's Lumsden & McCormick, LLP Experience August 2007 - September 2010
Job Associate at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group September 2014 - Present
Huron Consulting Group May 2013 - August 2013
CapitalSource Bank October 2010 - June 2012
Lumsden & McCormick, LLP August 2007 - September 2010
Toski, Schaefer & Co. August 2006 - August 2007
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Tax, Finance, Credit, Internal Controls, Accounts Receivable, Due Diligence, Financial Modeling, Microsoft Excel, General Ledger
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA)
SUNY Fredonia 2002 — 2006
BS, Accounting
Huron Consulting Group September 2014 - Present
Huron Consulting Group May 2013 - August 2013
CapitalSource Bank October 2010 - June 2012
Lumsden & McCormick, LLP August 2007 - September 2010
Toski, Schaefer & Co. August 2006 - August 2007
Skills
Financial Reporting, Accounting, Financial Analysis, Auditing, Tax, Finance, Credit, Internal Controls, Accounts Receivable, Due Diligence, Financial Modeling, Microsoft Excel, General Ledger
Education
University of Notre Dame - Mendoza College of Business 2012 — 2014
Master of Business Administration (MBA)
SUNY Fredonia 2002 — 2006
BS, Accounting
Carol Malek Carol Malek's Lumsden & McCormick, LLP Experience October 1997 - December 1999
Job Accounting and Human Resource Manager at Bee Publications, Inc.
Industry Newspapers
Experience
Bee Publications, Inc. December 1999 - Present
Bee Publications, Inc. December 1999 - Present
Lumsden & McCormick, LLP October 1997 - December 1999
Skills
Payroll, Bank Reconciliation, Account Reconciliation, Microsoft Excel, Microsoft Word, Microsoft Office, Public Relations
Education
State University of New York Empire State College 1998 — 2000
Associate's Degree, Accounting
Bee Publications, Inc. December 1999 - Present
Bee Publications, Inc. December 1999 - Present
Lumsden & McCormick, LLP October 1997 - December 1999
Skills
Payroll, Bank Reconciliation, Account Reconciliation, Microsoft Excel, Microsoft Word, Microsoft Office, Public Relations
Education
State University of New York Empire State College 1998 — 2000
Associate's Degree, Accounting
Eileen Connor-Costilow, SPHR Eileen Connor-Costilow, SPHR's Lumsden & McCormick, LLP Experience January 2005 - December 2010
Job Director of Human Resources at Bober Markey Fedorovich
Industry Accounting
Experience
Bober Markey Fedorovich August 2012 - Present
Damon Morey December 2010 - August 2012
University at Buffalo January 2009 - December 2010
Lumsden & McCormick, LLP January 2005 - December 2010
World Trade Center Buffalo Niagara November 2001 - December 2004
Citigroup/Citibank N August 1997 - June 2001
Manpower, Inc August 1996 - August 1997
Interim Healthcare April 1995 - August 1996
US Model & Talent Mgmt., Inc September 1994 - August 1995
Skills
Employee Relations, Performance Management, Employee Engagement, Organizational..., Mentoring, Onboarding, Succession Planning, Collaborative..., Deferred Compensation, Recruiting, Benefits Administration, Employee Benefits, HRIS, HR Policies, Interviews, Personnel Management, Management, Policy, Employee Training, Leadership, Talent Acquisition, Technical Recruiting, Resume Writing, College Recruiting, Talent Management, Coaching, Change Management, Strategy, Budgets, Temporary Placement, Payroll, New Hire Orientations, Labor Relations, Employment Law, Time Management
Education
State University of New York at Buffalo - School of Management 2001 — 2003
MBA, Human Resources
University at Buffalo 2001 — 2003
MBA, Human Resources
State University of New York College at Fredonia 1990 — 1994
B.S., Human Communications, Marketing
Bober Markey Fedorovich August 2012 - Present
Damon Morey December 2010 - August 2012
University at Buffalo January 2009 - December 2010
Lumsden & McCormick, LLP January 2005 - December 2010
World Trade Center Buffalo Niagara November 2001 - December 2004
Citigroup/Citibank N August 1997 - June 2001
Manpower, Inc August 1996 - August 1997
Interim Healthcare April 1995 - August 1996
US Model & Talent Mgmt., Inc September 1994 - August 1995
Skills
Employee Relations, Performance Management, Employee Engagement, Organizational..., Mentoring, Onboarding, Succession Planning, Collaborative..., Deferred Compensation, Recruiting, Benefits Administration, Employee Benefits, HRIS, HR Policies, Interviews, Personnel Management, Management, Policy, Employee Training, Leadership, Talent Acquisition, Technical Recruiting, Resume Writing, College Recruiting, Talent Management, Coaching, Change Management, Strategy, Budgets, Temporary Placement, Payroll, New Hire Orientations, Labor Relations, Employment Law, Time Management
Education
State University of New York at Buffalo - School of Management 2001 — 2003
MBA, Human Resources
University at Buffalo 2001 — 2003
MBA, Human Resources
State University of New York College at Fredonia 1990 — 1994
B.S., Human Communications, Marketing
Kim Hanaka's Lumsden & McCormick, LLP Experience September 1996 - Present
Job Administrative Assistant at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP September 1996 - Present
Skills
Microsoft Office, QuickBooks, Tax, Accounting, Accounts Receivable, Financial Reporting, Auditing, Accounts Payable, Financial Accounting, Payroll, Account Reconciliation, Financial Analysis, Management, General Ledger, Tax Preparation, Budgets
Education
Erie Community College 1991 — 1992
Lumsden & McCormick, LLP September 1996 - Present
Skills
Microsoft Office, QuickBooks, Tax, Accounting, Accounts Receivable, Financial Reporting, Auditing, Accounts Payable, Financial Accounting, Payroll, Account Reconciliation, Financial Analysis, Management, General Ledger, Tax Preparation, Budgets
Education
Erie Community College 1991 — 1992
Nick Petrishin, CISA CFE Nick Petrishin, CISA CFE's Lumsden & McCormick, LLP Experience June 2001 - October 2003
Job Data Privacy at Arizona Public Service (APS)
Industry Utilities
Experience
Arizona Public Service (APS) March 2015 - Present
Citi September 2013 - March 2015
First Niagara Bank October 2012 - September 2013
First Niagara Bank September 2011 - October 2012
Freed Maxick & Battaglia, CPAs March 2011 - September 2011
HealthNow New York Inc. October 2007 - January 2011
Computer Task Group December 2004 - September 2007
Toski Schaefer & Co. November 2003 - December 2004
Lumsden & McCormick, LLP June 2001 - October 2003
Skills
SOX, Internal Controls, Certified Fraud Examiner, Governance, Risk, IT Audit, Internal Audit, Compliance, Sarbanes-Oxley Act, COBIT, Sarbanes-Oxley, Process Improvement, CISA, Auditing, External Audit, Financial Risk, Accounting, Finance, Management
Education
Niagara University 1997 — 2001
BBA, Accounting
Arizona Public Service (APS) March 2015 - Present
Citi September 2013 - March 2015
First Niagara Bank October 2012 - September 2013
First Niagara Bank September 2011 - October 2012
Freed Maxick & Battaglia, CPAs March 2011 - September 2011
HealthNow New York Inc. October 2007 - January 2011
Computer Task Group December 2004 - September 2007
Toski Schaefer & Co. November 2003 - December 2004
Lumsden & McCormick, LLP June 2001 - October 2003
Skills
SOX, Internal Controls, Certified Fraud Examiner, Governance, Risk, IT Audit, Internal Audit, Compliance, Sarbanes-Oxley Act, COBIT, Sarbanes-Oxley, Process Improvement, CISA, Auditing, External Audit, Financial Risk, Accounting, Finance, Management
Education
Niagara University 1997 — 2001
BBA, Accounting
David Wesolowski, CPA David Wesolowski, CPA's Lumsden & McCormick, LLP Experience January 2014 - Present
Job Staff Accountant at Lumsden & McCormick
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2014 - Present
Citi June 2011 - January 2014
People Inc July 2010 - September 2010
Skills
Banking, Microsoft Office, Teamwork, General Ledger, Tax Preparation, Trusts, Fiduciary, Gift Tax, Charitable Trusts, Analytics, Reconcilement, Regulatory Requirements
Education
Niagara University 2009 — 2013
Master of Business Administration (MBA), Accounting
Lumsden & McCormick, LLP January 2014 - Present
Citi June 2011 - January 2014
People Inc July 2010 - September 2010
Skills
Banking, Microsoft Office, Teamwork, General Ledger, Tax Preparation, Trusts, Fiduciary, Gift Tax, Charitable Trusts, Analytics, Reconcilement, Regulatory Requirements
Education
Niagara University 2009 — 2013
Master of Business Administration (MBA), Accounting
Michael Traughber Michael Traughber's Lumsden & McCormick, LLP Experience January 2014 - November 2014
Job Experienced Assistant at The Bonadio Group
Industry Accounting
Experience
The Bonadio Group December 2014 - Present
Lumsden & McCormick, LLP January 2014 - November 2014
Wegmans Food Markets January 2008 - January 2014
SUNY Geneseo January 2011 - December 2013
Parrish and Brassie, LLP January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Accounting, Teamwork, Time Management, Tax Preparation, Customer Service, Financial Reporting, Windows, Leadership, Computers, Finance, Tax, Access
Education
State University of New York at Geneseo 2012 — 2013
Bachelor of Science (BS), Accounting
Finger Lakes Community College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General, 3.87
The Bonadio Group December 2014 - Present
Lumsden & McCormick, LLP January 2014 - November 2014
Wegmans Food Markets January 2008 - January 2014
SUNY Geneseo January 2011 - December 2013
Parrish and Brassie, LLP January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Accounting, Teamwork, Time Management, Tax Preparation, Customer Service, Financial Reporting, Windows, Leadership, Computers, Finance, Tax, Access
Education
State University of New York at Geneseo 2012 — 2013
Bachelor of Science (BS), Accounting
Finger Lakes Community College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General, 3.87
Mark Stamer, CPA Mark Stamer, CPA's Lumsden & McCormick, LLP Experience January 2014 - Present
Job Staff Accountant at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2014 - Present
Lumsden & McCormick, LLP February 2013 - April 2013
Niagara University February 2012 - April 2012
Chiampou Travis Besaw & Kershner, LLP January 2012 - April 2012
Education
Niagara University Graduate School 2012 — 2013
Master of Business Administration (MBA), Accounting
Niagara University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Anglo-American University, London, England 2012 — 2012
International Business
Lumsden & McCormick, LLP January 2014 - Present
Lumsden & McCormick, LLP February 2013 - April 2013
Niagara University February 2012 - April 2012
Chiampou Travis Besaw & Kershner, LLP January 2012 - April 2012
Education
Niagara University Graduate School 2012 — 2013
Master of Business Administration (MBA), Accounting
Niagara University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Anglo-American University, London, England 2012 — 2012
International Business
Christopher Lukowski Christopher Lukowski's Lumsden & McCormick, LLP Experience August 2002 - Present
Job Audit Principal at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP August 2002 - Present
Stegmeier, Smith and Lukowski, CPA's October 1988 - July 2002
Delaware North Companies, Inc. April 1998 - October 1998
Skills
Tax, Accounting, GAAP, Financial Reporting, Financial Analysis, Tax Preparation, QuickBooks, CPA, Financial Accounting
Education
State University of New York at Buffalo
Bachelor's degree, Concentration in Accounting and Finance
Lumsden & McCormick, LLP August 2002 - Present
Stegmeier, Smith and Lukowski, CPA's October 1988 - July 2002
Delaware North Companies, Inc. April 1998 - October 1998
Skills
Tax, Accounting, GAAP, Financial Reporting, Financial Analysis, Tax Preparation, QuickBooks, CPA, Financial Accounting
Education
State University of New York at Buffalo
Bachelor's degree, Concentration in Accounting and Finance
Erik M. Seeger, CPA Erik M. Seeger, CPA's Lumsden & McCormick, LLP Experience February 2011 - December 2013
Job Tax Supervisor
Industry Accounting
Experience
Freed Maxick CPAs, P.C. December 2013 - Present
Lumsden & McCormick, LLP February 2011 - December 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, QuickBooks, Access, Research, Tax, Customer Service, Auditing, Financial Reporting, Data Analysis, Outlook, CPA, Financial Analysis, Tax Preparation
Education
Saint Bonaventure University 2009 — 2010
Master of Business Administration (MBA), Accounting and Finance
Hilbert College 2005 — 2009
Bachelor of Science (B.S.), Accounting
OPHS
Freed Maxick CPAs, P.C. December 2013 - Present
Lumsden & McCormick, LLP February 2011 - December 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, QuickBooks, Access, Research, Tax, Customer Service, Auditing, Financial Reporting, Data Analysis, Outlook, CPA, Financial Analysis, Tax Preparation
Education
Saint Bonaventure University 2009 — 2010
Master of Business Administration (MBA), Accounting and Finance
Hilbert College 2005 — 2009
Bachelor of Science (B.S.), Accounting
OPHS
Joanne Hallmark Joanne Hallmark's Lumsden & McCormick, LLP Experience January 1997 - December 1999
Job Owner at Joanne M Hallmark CPA
Industry Accounting
Experience
Joanne M Hallmark CPA January 2000 - Present
Joanne M. Hallmark, CPA, MST January 2000 - Present
Lumsden & McCormick, LLP January 1997 - December 1999
Skills
Tax Returns, CPA, Payroll, Financial Reporting, Tax, Sales Tax, Small Business, Tax Preparation, Income Tax, Tax Advisory, Partnership Taxation, Financial Analysis, Internal Audit, Insurance, Management, Accounting, Corporate Tax, Auditing, Nonprofits, Financial Statements, Customer Service, Strategic Planning, QuickBooks, Business Valuation, Accounts Payable, GAAP, Financial Accounting, Tax Law, Public Speaking, Budgets, Entrepreneurship, Business Strategy, Bookkeeping
Education
Canisius College 1995 — 2000
Masters, Taxation
State University of New York College at Fredonia
BS, Accounting
Joanne M Hallmark CPA January 2000 - Present
Joanne M. Hallmark, CPA, MST January 2000 - Present
Lumsden & McCormick, LLP January 1997 - December 1999
Skills
Tax Returns, CPA, Payroll, Financial Reporting, Tax, Sales Tax, Small Business, Tax Preparation, Income Tax, Tax Advisory, Partnership Taxation, Financial Analysis, Internal Audit, Insurance, Management, Accounting, Corporate Tax, Auditing, Nonprofits, Financial Statements, Customer Service, Strategic Planning, QuickBooks, Business Valuation, Accounts Payable, GAAP, Financial Accounting, Tax Law, Public Speaking, Budgets, Entrepreneurship, Business Strategy, Bookkeeping
Education
Canisius College 1995 — 2000
Masters, Taxation
State University of New York College at Fredonia
BS, Accounting
JOSEPH KLIMEK, CPA JOSEPH KLIMEK, CPA's Lumsden & McCormick, LLP Experience April 1987 - December 2002
Job Partner at EFP Rotenberg, LLP
Industry Accounting
Experience
EFP Rotenberg, LLP January 2013 - Present
TOSKI & CO., CPA'S January 2003 - Present
Lumsden & McCormick, LLP April 1987 - December 2002
Skills
Financial Reporting, Auditing, Audit, Internal Controls, Accounting, Non-profits, Internal Audit, Financial Statements, Tax, Management Consulting, Strategic Planning, Corporate Tax, GAAP, Income Tax, US GAAP, Nonprofits
Education
University at Buffalo 1975 — 1980
Bachelors, Accounting
EFP Rotenberg, LLP January 2013 - Present
TOSKI & CO., CPA'S January 2003 - Present
Lumsden & McCormick, LLP April 1987 - December 2002
Skills
Financial Reporting, Auditing, Audit, Internal Controls, Accounting, Non-profits, Internal Audit, Financial Statements, Tax, Management Consulting, Strategic Planning, Corporate Tax, GAAP, Income Tax, US GAAP, Nonprofits
Education
University at Buffalo 1975 — 1980
Bachelors, Accounting
Melissa Mendolera, CPA, MBA Melissa Mendolera, CPA, MBA's Lumsden & McCormick, LLP Experience 2002 - 2003
Job School Business Administrator at Elmira City School District GST BOCES
Industry Education Management
Experience
Elmira City School District - GST BOCES July 2015 - Present
D'Youville College August 2013 - June 2015
Cheektowaga-Sloan UFSD October 2008 - July 2013
Sodexo 2006 - 2008
Morgan, Beyer & Wayne. P.C. 2003 - 2008
Ernst & Young 2005 - 2006
Lumsden & McCormick, LLP 2002 - 2003
Skills
Accounting, Tax, Financial Reporting, Auditing, Sarbanes-Oxley Act, Financial Statement..., Account Reconciliation, Financial Analysis, Tax Preparation, General Ledger, Income Tax, Internal Controls, Payroll, QuickBooks, GAAP, Internal Audit
Education
SUNY at Buffalo 2012 — 2015
School District Business Leader Certification, Higher Education/Higher Education Administration
University at Buffalo 2012 — 2015
Master of Education (M.Ed.)
SUNY at Buffalo 2010 — 2012
Master of Business Administration (M.B.A.), 3.9
SUNY Geneseo 1998 — 2002
Bachelor of Science (B.S.), Accounting
St Marys
Elmira City School District - GST BOCES July 2015 - Present
D'Youville College August 2013 - June 2015
Cheektowaga-Sloan UFSD October 2008 - July 2013
Sodexo 2006 - 2008
Morgan, Beyer & Wayne. P.C. 2003 - 2008
Ernst & Young 2005 - 2006
Lumsden & McCormick, LLP 2002 - 2003
Skills
Accounting, Tax, Financial Reporting, Auditing, Sarbanes-Oxley Act, Financial Statement..., Account Reconciliation, Financial Analysis, Tax Preparation, General Ledger, Income Tax, Internal Controls, Payroll, QuickBooks, GAAP, Internal Audit
Education
SUNY at Buffalo 2012 — 2015
School District Business Leader Certification, Higher Education/Higher Education Administration
University at Buffalo 2012 — 2015
Master of Education (M.Ed.)
SUNY at Buffalo 2010 — 2012
Master of Business Administration (M.B.A.), 3.9
SUNY Geneseo 1998 — 2002
Bachelor of Science (B.S.), Accounting
St Marys
Amanda Fontaine Amanda Fontaine's Lumsden & McCormick, LLP Experience November 2014 - January 2015
Job PwC Tax Associate
Industry Accounting
Experience
PwC July 2015 - Present
Lumsden & McCormick, LLP November 2014 - January 2015
Braver PC June 2013 - August 2013
Student Life Center, RIT February 2012 - May 2013
Rochester Institute of Technology October 2011 - May 2013
Student Life Center, RIT November 2010 - May 2013
Student Life Center, RIT November 2009 - May 2013
Rochester Institute of Technology November 2009 - May 2013
Harry I. Sealfon, CPA, P.C. October 2011 - May 2012
Mother of Hope Day Camp June 2010 - August 2010
Skills
Customer Service, Supervisory Skills, Accounting, Word, PowerPoint, Microsoft Word, Social Media Marketing, Research, Microsoft Office, Training, Microsoft Excel, Access, Teamwork, Time Management, Social Media, Management, Financial Analysis
Education
Canisius College 2013 — 2014
Master of Science (MS), Forensic Accounting
Rochester Institute of Technology 2009 — 2013
Bachelor of Science, Accounting; Minor International Business, GPA 3.69
PwC July 2015 - Present
Lumsden & McCormick, LLP November 2014 - January 2015
Braver PC June 2013 - August 2013
Student Life Center, RIT February 2012 - May 2013
Rochester Institute of Technology October 2011 - May 2013
Student Life Center, RIT November 2010 - May 2013
Student Life Center, RIT November 2009 - May 2013
Rochester Institute of Technology November 2009 - May 2013
Harry I. Sealfon, CPA, P.C. October 2011 - May 2012
Mother of Hope Day Camp June 2010 - August 2010
Skills
Customer Service, Supervisory Skills, Accounting, Word, PowerPoint, Microsoft Word, Social Media Marketing, Research, Microsoft Office, Training, Microsoft Excel, Access, Teamwork, Time Management, Social Media, Management, Financial Analysis
Education
Canisius College 2013 — 2014
Master of Science (MS), Forensic Accounting
Rochester Institute of Technology 2009 — 2013
Bachelor of Science, Accounting; Minor International Business, GPA 3.69
Robin Brand Robin Brand's Lumsden & McCormick, LLP Experience September 2002 - Present
Job Tax Principal at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP September 2002 - Present
Lumsden & McCormick, LLP September 2002 - Present
Wilson-Epes Printing Co., Inc. 2000 - Present
Sanderson & Company November 2001 - June 2002
Deloitte LLP September 1995 - April 2000
Skills
International and...
Education
Daemen College
Accounting
Daemen College
Bachelor of Applied Science (B.A.Sc.), Accounting
Lumsden & McCormick, LLP September 2002 - Present
Lumsden & McCormick, LLP September 2002 - Present
Wilson-Epes Printing Co., Inc. 2000 - Present
Sanderson & Company November 2001 - June 2002
Deloitte LLP September 1995 - April 2000
Skills
International and...
Education
Daemen College
Accounting
Daemen College
Bachelor of Applied Science (B.A.Sc.), Accounting
Connie Ricotta Connie Ricotta's Lumsden & McCormick, LLP Experience January 2007 - Present
Job Tax Principal at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2007 - Present
Lumsden & McCormick, LLP January 2001 - December 2006
Lumsden & McCormick, LLP January 1999 - December 2000
Lumsden & McCormick, LLP January 1997 - December 1998
Skills
Tax Accounting, CPA, Tax, Estate Planning, Trusts, Trust Accounting
Education
Daemen College 1993 — 1997
BS, Accounting
Lumsden & McCormick, LLP January 2007 - Present
Lumsden & McCormick, LLP January 2001 - December 2006
Lumsden & McCormick, LLP January 1999 - December 2000
Lumsden & McCormick, LLP January 1997 - December 1998
Skills
Tax Accounting, CPA, Tax, Estate Planning, Trusts, Trust Accounting
Education
Daemen College 1993 — 1997
BS, Accounting
Douglas Sosnowski, CPA/ABV, ASA, CFF Douglas Sosnowski, CPA/ABV, ASA, CFF's Lumsden & McCormick, LLP Experience February 2005 - Present
Job Partner at Brisbane Consulting Group, LLC
Industry Financial Services
Experience
Brisbane Consulting Group, LLC February 2005 - Present
Lumsden & McCormick Financial Services, LLC August 2014 - Present
Lumsden & McCormick, LLP February 2005 - Present
Chesterton Academy of Buffalo May 2014 - Present
Girl Scouts of Western New York 2008 - 2012
Community Services for the Developmentally Disabled 2008 - 2010
Skills
Business Valuation, Forensic Accounting, Financial Analysis, Valuation, Mergers & Acquisitions, Auditing, Litigation Support, CPA, Expert Witness, Strategic Financial..., Managerial Finance, Finance, Risk Management, Budgets, Divestitures, Series 7, Wealth Management
Education
State University of New York at Buffalo - School of Management 1987 — 1989
BS, Accounting, Finance
University at Buffalo 1986 — 1989
University of Dayton 1985 — 1986
St. Edward High School 1981 — 1985
Brisbane Consulting Group, LLC February 2005 - Present
Lumsden & McCormick Financial Services, LLC August 2014 - Present
Lumsden & McCormick, LLP February 2005 - Present
Chesterton Academy of Buffalo May 2014 - Present
Girl Scouts of Western New York 2008 - 2012
Community Services for the Developmentally Disabled 2008 - 2010
Skills
Business Valuation, Forensic Accounting, Financial Analysis, Valuation, Mergers & Acquisitions, Auditing, Litigation Support, CPA, Expert Witness, Strategic Financial..., Managerial Finance, Finance, Risk Management, Budgets, Divestitures, Series 7, Wealth Management
Education
State University of New York at Buffalo - School of Management 1987 — 1989
BS, Accounting, Finance
University at Buffalo 1986 — 1989
University of Dayton 1985 — 1986
St. Edward High School 1981 — 1985
Alicia Sears, CPA Alicia Sears, CPA's Lumsden & McCormick, LLP Experience January 2014 - Present
Job Tax Manager at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2014 - Present
Lumsden & McCormick, LLP February 2009 - January 2014
Evans Bank May 2006 - January 2009
Skills
CPA, Accounting, Corporate Tax, Tax, Tax Preparation, Income Tax, ProSystem fx Tax, International Tax, Partnership Taxation, Tax Returns, Financial Analysis
Education
SUNY Geneseo 2005 — 2008
Bachelor's degree, Accounting
Lancaster High School 2001 — 2005
Leadership Buffalo
Leadership Buffalo
Lumsden & McCormick, LLP January 2014 - Present
Lumsden & McCormick, LLP February 2009 - January 2014
Evans Bank May 2006 - January 2009
Skills
CPA, Accounting, Corporate Tax, Tax, Tax Preparation, Income Tax, ProSystem fx Tax, International Tax, Partnership Taxation, Tax Returns, Financial Analysis
Education
SUNY Geneseo 2005 — 2008
Bachelor's degree, Accounting
Lancaster High School 2001 — 2005
Leadership Buffalo
Leadership Buffalo
Carley Mealey CPA (cfmealey@aol.com) Carley Mealey CPA (cfmealey@aol.com)'s Lumsden & McCormick, LLP Experience February 2009 - November 2010
Job .
Industry Accounting
Experience
Hunt Real Estate Corporation & Subsidiaries December 2011 - 2013
Songin CPAs PLLC / Songin Valuation Services November 2010 - December 2011
Brisbane Consulting Group February 2009 - November 2010
Lumsden & McCormick, LLP February 2009 - November 2010
Forensic Accounting Services Team January 2005 - March 2008
St. Paul Travelers May 2002 - January 2005
Skills
Business Valuation, Managerial Finance, Financial Analysis, Forensic Accounting, Finance, Accounting, Valuation, Microsoft Excel, Financial Planners, Auditing, Budgets, CPA, Financial Reporting, Litigation Support, Payroll, Strategic Financial..., GAAP, Tax, Financial Accounting, Income Tax, Internal Controls, Financial Statements
Education
Cameron University 1995 — 1998
B.A, Accounting
Licensed CPA Virginia; New York
Hunt Real Estate Corporation & Subsidiaries December 2011 - 2013
Songin CPAs PLLC / Songin Valuation Services November 2010 - December 2011
Brisbane Consulting Group February 2009 - November 2010
Lumsden & McCormick, LLP February 2009 - November 2010
Forensic Accounting Services Team January 2005 - March 2008
St. Paul Travelers May 2002 - January 2005
Skills
Business Valuation, Managerial Finance, Financial Analysis, Forensic Accounting, Finance, Accounting, Valuation, Microsoft Excel, Financial Planners, Auditing, Budgets, CPA, Financial Reporting, Litigation Support, Payroll, Strategic Financial..., GAAP, Tax, Financial Accounting, Income Tax, Internal Controls, Financial Statements
Education
Cameron University 1995 — 1998
B.A, Accounting
Licensed CPA Virginia; New York
Natalie McCord, CPA Natalie McCord, CPA's Lumsden & McCormick, LLP Experience July 2011 - Present
Job Senior Accountant at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP July 2011 - Present
Skills
Financial Accounting, Internal Audit, GAAP, General Ledger, Accounting, Account Reconciliation, QuickBooks, Financial Analysis, Tax
Education
Saint John Fisher College 2010 — 2011
Master of Business Administration (M.B.A.), Accounting and Business/Management
State University of New York College at Geneseo 2006 — 2010
Bachelor's degree, Accounting
Lumsden & McCormick, LLP July 2011 - Present
Skills
Financial Accounting, Internal Audit, GAAP, General Ledger, Accounting, Account Reconciliation, QuickBooks, Financial Analysis, Tax
Education
Saint John Fisher College 2010 — 2011
Master of Business Administration (M.B.A.), Accounting and Business/Management
State University of New York College at Geneseo 2006 — 2010
Bachelor's degree, Accounting
Amy Soluri, CPA Amy Soluri, CPA's Lumsden & McCormick, LLP Experience 1995 - November 1997
Job Director of Accounting at Integrity Office / ADPRO Sports
Industry Accounting
Experience
Integrity Office / ADPRO Sports January 2014 - Present
Freed Maxick CPAs, P.C. November 1997 - January 2014
Lumsden & McCormick, LLP 1995 - November 1997
O'Connell & Martino, PC August 1993 - August 1995
Skills
Auditing, GAAP, Tax, Corporate Tax, CPA, Accounting, Financial Reporting, Income Tax, Financial Accounting
Education
SUNY Fredonia 1989 — 1993
Bachelor of Science (B.S.), Accounting
Frontier Central Schools
Integrity Office / ADPRO Sports January 2014 - Present
Freed Maxick CPAs, P.C. November 1997 - January 2014
Lumsden & McCormick, LLP 1995 - November 1997
O'Connell & Martino, PC August 1993 - August 1995
Skills
Auditing, GAAP, Tax, Corporate Tax, CPA, Accounting, Financial Reporting, Income Tax, Financial Accounting
Education
SUNY Fredonia 1989 — 1993
Bachelor of Science (B.S.), Accounting
Frontier Central Schools
Elizabeth Krause, CPA's Lumsden & McCormick, LLP Experience January 2015 - Present
Job Senior Accountant at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2015 - Present
Lumsden & McCormick, LLP January 2013 - December 2014
City of Buffalo - Accounting Department October 2010 - January 2013
Skills
Auditing, Accounting, Internal Controls, GAAP, General Ledger
Education
Canisius College 2011 — 2012
Master's degree, Forensic Accounting
SUNY Geneseo 2006 — 2010
Bachelor of Science (B.S.), Accounting
Lumsden & McCormick, LLP January 2015 - Present
Lumsden & McCormick, LLP January 2013 - December 2014
City of Buffalo - Accounting Department October 2010 - January 2013
Skills
Auditing, Accounting, Internal Controls, GAAP, General Ledger
Education
Canisius College 2011 — 2012
Master's degree, Forensic Accounting
SUNY Geneseo 2006 — 2010
Bachelor of Science (B.S.), Accounting
Brian Kern, CPA Brian Kern, CPA's Lumsden & McCormick, LLP Experience January 2015 - Present
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
Rose-Anne O'Leary, CPA Rose-Anne O'Leary, CPA's Lumsden & McCormick, LLP Experience August 2013 - April 2014
Job Tax Accountant at Benderson Development
Industry Accounting
Experience
Benderson Development June 2014 - Present
Lumsden & McCormick, LLP August 2013 - April 2014
KPMG July 2011 - August 2013
Hyogo Board of Education August 2009 - August 2010
New York State Parks May 2008 - September 2008
New York State Parks May 2007 - September 2007
Parsons Engineering September 2006 - December 2006
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Tax Preparation, Corporate Tax, Tax Research, Financial Accounting, CPA, Internal Controls, Financial Reporting, Accounting, PowerPoint, Auditing, Financial Analysis, Tax, GAAP, Financial Statements
Education
State University of New York at Buffalo 2010 — 2011
Master of Science (M.S.), Accounting
State University of New York at Buffalo 2007 — 2009
Bachelor of Science, Accounting, Magna cum Laude
Benderson Development June 2014 - Present
Lumsden & McCormick, LLP August 2013 - April 2014
KPMG July 2011 - August 2013
Hyogo Board of Education August 2009 - August 2010
New York State Parks May 2008 - September 2008
New York State Parks May 2007 - September 2007
Parsons Engineering September 2006 - December 2006
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Tax Preparation, Corporate Tax, Tax Research, Financial Accounting, CPA, Internal Controls, Financial Reporting, Accounting, PowerPoint, Auditing, Financial Analysis, Tax, GAAP, Financial Statements
Education
State University of New York at Buffalo 2010 — 2011
Master of Science (M.S.), Accounting
State University of New York at Buffalo 2007 — 2009
Bachelor of Science, Accounting, Magna cum Laude
James Bednarek's Lumsden & McCormick, LLP Experience 1980 - 1986
Job Vice President Finance at Boston Bruins
Industry Sports
Experience
Boston Bruins/Delaware North Companies 1988 - Present
Union Carbide 1986 - 1988
Lumsden & McCormick, LLP 1980 - 1986
Skills
Sports Marketing, Sports Management, Program Management, Budgets, Analysis, Managerial Finance, Internal Controls, Accounting, Team Leadership, Business Strategy, Business Development, Financial Accounting
Education
SUNY at Buffalo
Bachelor of Science (B.S.), Accounting
Canisius High School
Boston Bruins/Delaware North Companies 1988 - Present
Union Carbide 1986 - 1988
Lumsden & McCormick, LLP 1980 - 1986
Skills
Sports Marketing, Sports Management, Program Management, Budgets, Analysis, Managerial Finance, Internal Controls, Accounting, Team Leadership, Business Strategy, Business Development, Financial Accounting
Education
SUNY at Buffalo
Bachelor of Science (B.S.), Accounting
Canisius High School
Neal Sheehan Neal Sheehan's Lumsden & McCormick, LLP Experience July 2008 - April 2011
Job Director of Internal Audit at The Scott Fetzer Company
Industry Accounting
Experience
The Scott Fetzer Company May 2014 - Present
Cohen & Company December 2013 - May 2014
Cohen & Company May 2011 - November 2013
Lumsden & McCormick, LLP July 2008 - April 2011
Skills
Internal Controls, Auditing, Tax, Financial Reporting, Accounting, QuickBooks, Income Tax, General Ledger, Financial Statements, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, CPA, Tax Preparation, Internal Audit, GAAP, Corporate Tax, Analysis, US GAAP, Cost Accounting, Account Reconciliation, Accounts Receivable, Fixed Assets, Tax Returns, Accounts Payable, Variance Analysis, Journal Entries, Tax Accounting, Bookkeeping, Finance, Assurance, Consolidation, Payroll
Education
State University of New York College at Fredonia 2005 — 2008
Saint Ignatius High School 1998 — 2001
The Scott Fetzer Company May 2014 - Present
Cohen & Company December 2013 - May 2014
Cohen & Company May 2011 - November 2013
Lumsden & McCormick, LLP July 2008 - April 2011
Skills
Internal Controls, Auditing, Tax, Financial Reporting, Accounting, QuickBooks, Income Tax, General Ledger, Financial Statements, Financial Analysis, Sarbanes-Oxley Act, Financial Accounting, CPA, Tax Preparation, Internal Audit, GAAP, Corporate Tax, Analysis, US GAAP, Cost Accounting, Account Reconciliation, Accounts Receivable, Fixed Assets, Tax Returns, Accounts Payable, Variance Analysis, Journal Entries, Tax Accounting, Bookkeeping, Finance, Assurance, Consolidation, Payroll
Education
State University of New York College at Fredonia 2005 — 2008
Saint Ignatius High School 1998 — 2001
Matthew Bartle's Lumsden & McCormick, LLP Experience March 1999 - Present
Job Director of Information Technology at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP March 1999 - Present
Brisbane Consulting Group March 1999 - Present
Western New York Library Resources Council June 1995 - February 1999
Hilbert College April 1991 - May 1995
Skills
Windows Server, Information Technology, Microsoft Office, Project Management, Windows 7, Networking, Servers, Hyper-V, Microsoft SQL Server, Databases, Windows, Firewalls, Disaster Recovery, Antivirus, IT Management, Management
Education
State University of New York at Buffalo 1984 — 1985
MLS
Saint John Fisher College 1977 — 1981
BA
Bishop Kearney High School 1973 — 1977
St. Rita School 1965 — 1973
Lumsden & McCormick, LLP March 1999 - Present
Brisbane Consulting Group March 1999 - Present
Western New York Library Resources Council June 1995 - February 1999
Hilbert College April 1991 - May 1995
Skills
Windows Server, Information Technology, Microsoft Office, Project Management, Windows 7, Networking, Servers, Hyper-V, Microsoft SQL Server, Databases, Windows, Firewalls, Disaster Recovery, Antivirus, IT Management, Management
Education
State University of New York at Buffalo 1984 — 1985
MLS
Saint John Fisher College 1977 — 1981
BA
Bishop Kearney High School 1973 — 1977
St. Rita School 1965 — 1973
Matthew Derx Matthew Derx's Lumsden & McCormick, LLP Experience June 2008 - July 2013
Job Controller, Rick Bokman Inc
Industry Automotive
Experience
Rick Bokman, Inc. August 2013 - Present
Lumsden & McCormick, LLP June 2008 - July 2013
Uni-Select USA 2007 - 2008
Skills
Accounting, Auditing, GAAP, CPA, General Ledger, Tax, Financial Reporting, Financial Statements, Financial Accounting, Tax Preparation, Internal Controls, Customer Service
Education
State University of New York College at Brockport 2004 — 2008
Rick Bokman, Inc. August 2013 - Present
Lumsden & McCormick, LLP June 2008 - July 2013
Uni-Select USA 2007 - 2008
Skills
Accounting, Auditing, GAAP, CPA, General Ledger, Tax, Financial Reporting, Financial Statements, Financial Accounting, Tax Preparation, Internal Controls, Customer Service
Education
State University of New York College at Brockport 2004 — 2008
Sara Dayton, CPA Sara Dayton, CPA's Lumsden & McCormick, LLP Experience January 2012 - Present
Job Partner at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2012 - Present
Lumsden & McCormick, LLP January 2008 - December 2011
Lumsden & McCormick, LLP January 2004 - December 2007
Skills
Financial Reporting, GAAP, Financial Analysis, Government Auditing, CPA, Corporate Tax, Nonprofits, Financial Accounting, Auditing, Accounting, Internal Controls, Financial Statements, Budgets, Tax Accounting, Income Tax, Internal Audit, Management, Microsoft Excel, Tax, Tax Preparation
Education
Harvard Business School Club of Buffalo 2015 — 2015
State University of New York College at Geneseo 1994 — 1998
Bachelor of Science (B.S.), Accounting
Lumsden & McCormick, LLP January 2012 - Present
Lumsden & McCormick, LLP January 2008 - December 2011
Lumsden & McCormick, LLP January 2004 - December 2007
Skills
Financial Reporting, GAAP, Financial Analysis, Government Auditing, CPA, Corporate Tax, Nonprofits, Financial Accounting, Auditing, Accounting, Internal Controls, Financial Statements, Budgets, Tax Accounting, Income Tax, Internal Audit, Management, Microsoft Excel, Tax, Tax Preparation
Education
Harvard Business School Club of Buffalo 2015 — 2015
State University of New York College at Geneseo 1994 — 1998
Bachelor of Science (B.S.), Accounting
Nicole Alexander Nicole Alexander's Lumsden & McCormick, LLP Experience January 2014 - Present
Job Senior Accountant at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2014 - Present
Lumsden & McCormick, LLP January 2012 - January 2014
TenEleven Group Inc. June 2009 - January 2012
Skills
Accounting, GAAP, Financial Statements, Auditing, Cost Accounting, General Ledger
Education
Canisius College 2012 — 2012
Master of Science (M.S.), Forensic Accounting
Canisius College 2007 — 2012
Bachelor of Arts (B.A.), Accounting and Finance
Lumsden & McCormick, LLP January 2014 - Present
Lumsden & McCormick, LLP January 2012 - January 2014
TenEleven Group Inc. June 2009 - January 2012
Skills
Accounting, GAAP, Financial Statements, Auditing, Cost Accounting, General Ledger
Education
Canisius College 2012 — 2012
Master of Science (M.S.), Forensic Accounting
Canisius College 2007 — 2012
Bachelor of Arts (B.A.), Accounting and Finance
D'Marie L. Murray, CPA D'Marie L. Murray, CPA's Lumsden & McCormick, LLP Experience September 2007 - Present
Job Tax Principal at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP September 2007 - Present
Freed Maxick CPAs, P.C. September 2004 - September 2007
Lumsden & McCormick, LLP September 1996 - September 2004
BKD CPAs & Advisors January 1995 - June 1996
Skills
Tax, Estate Planning, Gift Tax, Taxation of Trusts, Succession Planning, Private Foundations, CPA, Tax Preparation, High Net Worth..., Corporate Tax, Tax Accounting, Income Tax, Tax Returns, General Ledger, QuickBooks, Financial Statements, Payroll, Accounting
Education
Evangel University 1990 — 1994
Bachelor's Degree, Accounting and Managment
DeForest High School 1986 — 1990
Lumsden & McCormick, LLP September 2007 - Present
Freed Maxick CPAs, P.C. September 2004 - September 2007
Lumsden & McCormick, LLP September 1996 - September 2004
BKD CPAs & Advisors January 1995 - June 1996
Skills
Tax, Estate Planning, Gift Tax, Taxation of Trusts, Succession Planning, Private Foundations, CPA, Tax Preparation, High Net Worth..., Corporate Tax, Tax Accounting, Income Tax, Tax Returns, General Ledger, QuickBooks, Financial Statements, Payroll, Accounting
Education
Evangel University 1990 — 1994
Bachelor's Degree, Accounting and Managment
DeForest High School 1986 — 1990
Doug Muth, CPA Doug Muth, CPA's Lumsden & McCormick, LLP Experience April 2008 - Present
Job Audit Principal at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP April 2008 - Present
KPMG US August 2005 - March 2008
Skills
External Audit, Auditing, Financial Accounting, Internal Controls, GAAP, Tax, CPA, Sarbanes-Oxley Act, Corporate Tax, Financial Statements, Accounting
Education
State University of New York at Buffalo 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
State University of New York at Buffalo 2000 — 2003
Bachelor of Science (BS), Accounting and Finance
Lumsden & McCormick, LLP April 2008 - Present
KPMG US August 2005 - March 2008
Skills
External Audit, Auditing, Financial Accounting, Internal Controls, GAAP, Tax, CPA, Sarbanes-Oxley Act, Corporate Tax, Financial Statements, Accounting
Education
State University of New York at Buffalo 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
State University of New York at Buffalo 2000 — 2003
Bachelor of Science (BS), Accounting and Finance
Jonathan Roller Jonathan Roller's Lumsden & McCormick, LLP Experience January 2015 - Present
Job Audit Principal at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2015 - Present
Lumsden & McCormick, LLP January 2014 - Present
Lumsden & McCormick, LLP January 2007 - December 2009
Lumsden & McCormick, LLP January 2005 - December 2006
Skills
Accounting, Tax, Financial Reporting, Internal Controls, Auditing, Corporate Tax, Financial Analysis, GAAP, Financial Modeling, ProSystem fx Tax, Microsoft Excel, CPA, Financial Accounting, Financial Statements, Cost Accounting, General Ledger, Tax Preparation
Education
State University of New York at Buffalo 1999 — 2004
Masters, Accounting and Operations Management
University at Buffalo
Bachelor's Degree, Accounting and Finance
Lumsden & McCormick, LLP January 2015 - Present
Lumsden & McCormick, LLP January 2014 - Present
Lumsden & McCormick, LLP January 2007 - December 2009
Lumsden & McCormick, LLP January 2005 - December 2006
Skills
Accounting, Tax, Financial Reporting, Internal Controls, Auditing, Corporate Tax, Financial Analysis, GAAP, Financial Modeling, ProSystem fx Tax, Microsoft Excel, CPA, Financial Accounting, Financial Statements, Cost Accounting, General Ledger, Tax Preparation
Education
State University of New York at Buffalo 1999 — 2004
Masters, Accounting and Operations Management
University at Buffalo
Bachelor's Degree, Accounting and Finance
Matthew Tower, CPA Matthew Tower, CPA's Lumsden & McCormick, LLP Experience January 2013 - Present
Job Audit Senior Accountant at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2013 - Present
Lumsden & McCormick, LLP July 2011 - January 2013
Meritain Health October 2009 - July 2011
Tim Hortons January 2006 - May 2010
Skills
Accounting, Auditing, Financial Analysis, Financial Accounting, Financial Reporting, GAAP, Internal Controls, Microsoft Word, CPA, Financial Statements
Education
Canisius College 2010 — 2011
Masters, Forensic Accounting
Canisius College 2006 — 2010
Bachelor of Science, Accounting
Lumsden & McCormick, LLP January 2013 - Present
Lumsden & McCormick, LLP July 2011 - January 2013
Meritain Health October 2009 - July 2011
Tim Hortons January 2006 - May 2010
Skills
Accounting, Auditing, Financial Analysis, Financial Accounting, Financial Reporting, GAAP, Internal Controls, Microsoft Word, CPA, Financial Statements
Education
Canisius College 2010 — 2011
Masters, Forensic Accounting
Canisius College 2006 — 2010
Bachelor of Science, Accounting
John P. Schiavone's Lumsden & McCormick, LLP Experience October 2010 - Present
Job Managing Partner at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP October 2010 - Present
Lumsden & McCormick, LLP June 1989 - Present
PwC May 1982 - June 1989
Education
Duquesne University 1980 — 1982
BS Business Administration, Accounting
Lumsden & McCormick, LLP October 2010 - Present
Lumsden & McCormick, LLP June 1989 - Present
PwC May 1982 - June 1989
Education
Duquesne University 1980 — 1982
BS Business Administration, Accounting
Amanda Moses, CPA's Lumsden & McCormick, LLP Experience January 2015 - Present
Job Senior Tax Accountant at Lumsden & McCormick, LLP, Coowner of Revolution Indoor Cycling, LLC
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2015 - Present
National Air Cargo August 2013 - January 2015
Lumsden & McCormick, LLP November 2009 - July 2013
Schmitt Sales September 2006 - January 2009
Albright-Knox Art Gallery August 2008 - December 2008
Education
Niagara University 2005 — 2009
Bachelor of Business Administration, Accounting
Lumsden & McCormick, LLP January 2015 - Present
National Air Cargo August 2013 - January 2015
Lumsden & McCormick, LLP November 2009 - July 2013
Schmitt Sales September 2006 - January 2009
Albright-Knox Art Gallery August 2008 - December 2008
Education
Niagara University 2005 — 2009
Bachelor of Business Administration, Accounting
Brittany Lang Brittany Lang's Lumsden & McCormick, LLP Experience June 2013 - September 2013
Job Tax Associate in Global Mobility Services at KPMG
Industry Accounting
Experience
KPMG US October 2013 - Present
Lumsden & McCormick, LLP June 2013 - September 2013
The Bonadio Group December 2012 - April 2013
HoganWillig June 2010 - May 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Public Speaking, Time Management, Auditing, Accounting, Teamwork, Global Mobility, Income Tax, Tax Returns, Payroll Services
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (M.S.), Taxation
State University of New York College at Geneseo 2009 — 2013
Bachelor of Science (B.S.), Accounting
KPMG US October 2013 - Present
Lumsden & McCormick, LLP June 2013 - September 2013
The Bonadio Group December 2012 - April 2013
HoganWillig June 2010 - May 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Public Speaking, Time Management, Auditing, Accounting, Teamwork, Global Mobility, Income Tax, Tax Returns, Payroll Services
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (M.S.), Taxation
State University of New York College at Geneseo 2009 — 2013
Bachelor of Science (B.S.), Accounting
Jeffrey Hassler, CPA Jeffrey Hassler, CPA's Lumsden & McCormick, LLP Experience 2005 - 2007
Job Director of Financial Analysis at Starline Inc.
Industry Printing
Experience
Starline Inc. July 2015 - Present
Starline Inc. June 2012 - July 2015
The Hanover Insurance Group 2011 - June 2012
PCB Piezotronics 2010 - 2011
CapitalSource 2007 - 2010
Lumsden & McCormick, LLP 2005 - 2007
M&T Bank 2002 - 2005
Skills
Financial Analysis, Account Reconciliation, Accounting, Auditing, Accounts Receivable, Finance, Budgets, Analysis, GAAP, Cash Flow, Financial Statements, Microsoft Excel, Credit Risk, Inventory Management, Loans
Education
State University of New York at Buffalo 2001 — 2005
Bachelor of Science (B.S.), Registered Accounting Program
Starline Inc. July 2015 - Present
Starline Inc. June 2012 - July 2015
The Hanover Insurance Group 2011 - June 2012
PCB Piezotronics 2010 - 2011
CapitalSource 2007 - 2010
Lumsden & McCormick, LLP 2005 - 2007
M&T Bank 2002 - 2005
Skills
Financial Analysis, Account Reconciliation, Accounting, Auditing, Accounts Receivable, Finance, Budgets, Analysis, GAAP, Cash Flow, Financial Statements, Microsoft Excel, Credit Risk, Inventory Management, Loans
Education
State University of New York at Buffalo 2001 — 2005
Bachelor of Science (B.S.), Registered Accounting Program
Joel Marsh, CPA Joel Marsh, CPA's Lumsden & McCormick, LLP Experience February 2009 - Present
Job Tax Manager at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP February 2009 - Present
Daemen College September 2012 - Present
Skills
CPA, Income Tax, Partnership Taxation, Corporate Tax, Auditing, Accounting, Tax Accounting, Tax Preparation
Education
Daemen College 2004 — 2009
Master of Science (MS), Accounting
Daemen College 2004 — 2009
Bachelor of Science (BS), Accounting
Lumsden & McCormick, LLP February 2009 - Present
Daemen College September 2012 - Present
Skills
CPA, Income Tax, Partnership Taxation, Corporate Tax, Auditing, Accounting, Tax Accounting, Tax Preparation
Education
Daemen College 2004 — 2009
Master of Science (MS), Accounting
Daemen College 2004 — 2009
Bachelor of Science (BS), Accounting
Angela Kapsiak Angela Kapsiak's Lumsden & McCormick, LLP Experience July 2015 - Present
Job Staff Accountant at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP July 2015 - Present
Columbus McKinnon March 2012 - August 2014
University at Buffalo September 2011 - March 2012
Tony's Pizzeria October 2009 - March 2012
University at Buffalo September 2010 - May 2011
Skills
Microsoft Office, Excel, PowerPoint, Access, Data Entry, Microsoft Word, Accounting, Customer Service, Peachtree, Outlook, Teamwork, Microsoft Excel, Time Management
Education
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK 2014 — 2015
Master of Science (M.S.), Accounting
University at Buffalo 2010 — 2014
Bachelor of Science (B.S.), Accounting
Lumsden & McCormick, LLP July 2015 - Present
Columbus McKinnon March 2012 - August 2014
University at Buffalo September 2011 - March 2012
Tony's Pizzeria October 2009 - March 2012
University at Buffalo September 2010 - May 2011
Skills
Microsoft Office, Excel, PowerPoint, Access, Data Entry, Microsoft Word, Accounting, Customer Service, Peachtree, Outlook, Teamwork, Microsoft Excel, Time Management
Education
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK 2014 — 2015
Master of Science (M.S.), Accounting
University at Buffalo 2010 — 2014
Bachelor of Science (B.S.), Accounting
Lindsay (Stoltman) Evans's Lumsden & McCormick, LLP Experience January 2014 - Present
Job Marketing Communications Coordinator at Lumsden & McCormick, LLP
Industry Marketing and Advertising
Experience
Lumsden & McCormick, LLP January 2014 - Present
Cradle Beach June 2005 - May 2015
liliPHOTOGRAPHI January 2010 - December 2014
Brisbane Consulting Group, LLC - Nonprofit Solutions September 2012 - January 2014
St. Paul's School, St. Amelia School September 2009 - June 2012
Skills
Nonprofits, Fundraising, Team Building, Program Management, Microsoft Excel, Accounting, Budgets, Hands-on Training, Social Media, Financial Analysis, Technology Integration, Instructional Design, Marketing Communications, Public Speaking, Captivate, Information Technology, Training, Event Planning, Facebook, Microsoft Office
Education
Wayne State University 2006 — 2008
Master of Education (MEd), Special Education and Teaching
Canisius College 2002 — 2006
BA, Mathematics Teacher Education
Canisius College 2013 — 2013
Young Professionals Leadership Certification Program
Lumsden & McCormick, LLP January 2014 - Present
Cradle Beach June 2005 - May 2015
liliPHOTOGRAPHI January 2010 - December 2014
Brisbane Consulting Group, LLC - Nonprofit Solutions September 2012 - January 2014
St. Paul's School, St. Amelia School September 2009 - June 2012
Skills
Nonprofits, Fundraising, Team Building, Program Management, Microsoft Excel, Accounting, Budgets, Hands-on Training, Social Media, Financial Analysis, Technology Integration, Instructional Design, Marketing Communications, Public Speaking, Captivate, Information Technology, Training, Event Planning, Facebook, Microsoft Office
Education
Wayne State University 2006 — 2008
Master of Education (MEd), Special Education and Teaching
Canisius College 2002 — 2006
BA, Mathematics Teacher Education
Canisius College 2013 — 2013
Young Professionals Leadership Certification Program
Courtland (Cory) Van Deusen V, CPA Courtland (Cory) Van Deusen V, CPA's Lumsden & McCormick, LLP Experience January 2015 - Present
Job Partner at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2015 - Present
Lumsden & McCormick, LLP January 2010 - December 2014
IBM 2000 - 2001
Skills
Succession Planning, Accounting, S Corporations, Tax, Income Tax, Tax Compliance, Manufacturing, Trusts, Estate Planning, Corporate Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Individual Taxation, Federal Tax, Tax Returns, Tax Research, High Net Worth..., Tax Services, Tax Advisory, CPA
Education
Niagara University 1998 — 2001
Bachelor's, Accounting
Lumsden & McCormick, LLP January 2015 - Present
Lumsden & McCormick, LLP January 2010 - December 2014
IBM 2000 - 2001
Skills
Succession Planning, Accounting, S Corporations, Tax, Income Tax, Tax Compliance, Manufacturing, Trusts, Estate Planning, Corporate Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Individual Taxation, Federal Tax, Tax Returns, Tax Research, High Net Worth..., Tax Services, Tax Advisory, CPA
Education
Niagara University 1998 — 2001
Bachelor's, Accounting
Christopher Ruminski, CPA Christopher Ruminski, CPA's Lumsden & McCormick, LLP Experience 2000 - Present
Job Principal (Audit & Accounting) at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP 2000 - Present
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Internal Controls, GAAP, CPA, Financial Accounting, Tax, Financial Statements, HUD Audits
Education
Canisius College 1998 — 1999
MBA, Accounting
Canisius College 1994 — 1998
Bachelor of Science, Accounting
Lumsden & McCormick, LLP 2000 - Present
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Internal Controls, GAAP, CPA, Financial Accounting, Tax, Financial Statements, HUD Audits
Education
Canisius College 1998 — 1999
MBA, Accounting
Canisius College 1994 — 1998
Bachelor of Science, Accounting
Brad Crisci Brad Crisci's Lumsden & McCormick, LLP Experience February 1999 - August 2000
Job Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2000 - Present
Pender Newkirk & Company August 2000 - November 2000
Lumsden & McCormick, LLP February 1999 - August 2000
Economy Steel August 1997 - February 1999
BWB, PC September 1995 - August 1997
Lumsden & McCormick, LLP February 1994 - September 1995
Transamerica December 1992 - February 1994
Skills
Financial Services, Hedge Funds, Hedge Accounting, Fund Administration, Mutual Funds, Alternative Investments, Bloomberg, Fund Accounting, Fixed Income, Equities
Education
State University of New York College at Fredonia 1988 — 1992
B.S., Accounting
Franklin Templeton Investments November 2000 - Present
Pender Newkirk & Company August 2000 - November 2000
Lumsden & McCormick, LLP February 1999 - August 2000
Economy Steel August 1997 - February 1999
BWB, PC September 1995 - August 1997
Lumsden & McCormick, LLP February 1994 - September 1995
Transamerica December 1992 - February 1994
Skills
Financial Services, Hedge Funds, Hedge Accounting, Fund Administration, Mutual Funds, Alternative Investments, Bloomberg, Fund Accounting, Fixed Income, Equities
Education
State University of New York College at Fredonia 1988 — 1992
B.S., Accounting
Amanda Mooney, CPA's Lumsden & McCormick, LLP Experience February 2012 - Present
Job Senior Accountant at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP February 2012 - Present
Amherst Youth Foundation March 2006 - January 2012
Daemen College May 2008 - September 2011
Lumsden & McCormick, LLP February 2011 - April 2011
Skills
QuickBooks, Accounting, Tax Preparation, Financial Analysis, Tax, Corporate Tax
Education
Daemen College 2007 — 2011
BS/MS, Accounting
Lumsden & McCormick, LLP February 2012 - Present
Amherst Youth Foundation March 2006 - January 2012
Daemen College May 2008 - September 2011
Lumsden & McCormick, LLP February 2011 - April 2011
Skills
QuickBooks, Accounting, Tax Preparation, Financial Analysis, Tax, Corporate Tax
Education
Daemen College 2007 — 2011
BS/MS, Accounting
Sarah Wingerden Sarah Wingerden's Lumsden & McCormick, LLP Experience September 2013 - Present
Job Student
Industry Accounting
Experience
Lumsden & McCormick, LLP September 2013 - Present
Woman’s Club of Rochester May 2010 - Present
Skills
Tax Preparation, Income Tax, ProSystem fx Tax, QuickBooks, Lacerte, Microsoft Excel, Mac OS X, AS400 system, OS X, Accounting, Tax, Financial Accounting
Education
Lycoming College 2005 — 2009
Bachelor of Arts, History and Sociology
Lumsden & McCormick, LLP September 2013 - Present
Woman’s Club of Rochester May 2010 - Present
Skills
Tax Preparation, Income Tax, ProSystem fx Tax, QuickBooks, Lacerte, Microsoft Excel, Mac OS X, AS400 system, OS X, Accounting, Tax, Financial Accounting
Education
Lycoming College 2005 — 2009
Bachelor of Arts, History and Sociology
Joseph Schmucker Joseph Schmucker's Lumsden & McCormick, LLP Experience September 1995 - January 1997
Job Director, Financial Systems Consulting at Algonquin Studios, Inc.
Industry Computer Software
Experience
Algonquin Studios, Inc. January 2003 - Present
ABC-Amega November 2000 - January 2003
Software Solution Group, Inc. February 1997 - November 2000
Lumsden & McCormick, LLP September 1995 - January 1997
Ernst & Young August 1992 - September 1995
Price Waterhouse January 1989 - July 1992
Skills
ASP.NET, Microsoft SQL Server, Web Development, T-SQL, Database Design, VB.NET, Stored Procedures, .NET, Web Services, Visual Studio, Crystal Reports, IIS, Visual Basic, Systems Analysis, Certified Public..., MySQL, XSLT, XML, Requirements Analysis, jQuery, VBScript, JavaScript, SQL, CPA, ASP, Software Development, Programming, HTML, Operating Systems, Tortoise SVN, Windows
Education
State University of New York at Buffalo 1985 — 1990
Bachelor of Science (BS), Accounting and Computer Science
Algonquin Studios, Inc. January 2003 - Present
ABC-Amega November 2000 - January 2003
Software Solution Group, Inc. February 1997 - November 2000
Lumsden & McCormick, LLP September 1995 - January 1997
Ernst & Young August 1992 - September 1995
Price Waterhouse January 1989 - July 1992
Skills
ASP.NET, Microsoft SQL Server, Web Development, T-SQL, Database Design, VB.NET, Stored Procedures, .NET, Web Services, Visual Studio, Crystal Reports, IIS, Visual Basic, Systems Analysis, Certified Public..., MySQL, XSLT, XML, Requirements Analysis, jQuery, VBScript, JavaScript, SQL, CPA, ASP, Software Development, Programming, HTML, Operating Systems, Tortoise SVN, Windows
Education
State University of New York at Buffalo 1985 — 1990
Bachelor of Science (BS), Accounting and Computer Science
David Fieramusca David Fieramusca's Lumsden & McCormick, LLP Experience June 1996 - December 1998
Job Commercial Underwriter at Capital One
Industry Financial Services
Experience
Capital One November 2011 - Present
CapitalSource February 2003 - October 2011
Deloitte January 1999 - January 2003
Lumsden & McCormick, LLP June 1996 - December 1998
Skills
Credit Analysis, Financial Reporting, Auditing, Banking, Credit, Credit Risk, Financial Analysis, Financial Modeling, Financial Risk, Loans, Risk Management
Education
State University of New York College at Buffalo 1991 — 1996
BS, Accounting, Finance
Capital One November 2011 - Present
CapitalSource February 2003 - October 2011
Deloitte January 1999 - January 2003
Lumsden & McCormick, LLP June 1996 - December 1998
Skills
Credit Analysis, Financial Reporting, Auditing, Banking, Credit, Credit Risk, Financial Analysis, Financial Modeling, Financial Risk, Loans, Risk Management
Education
State University of New York College at Buffalo 1991 — 1996
BS, Accounting, Finance
Nancy Stone Nancy Stone's Lumsden & McCormick, LLP Experience October 2002 - January 2005
Job Compliance Officer at Citi
Industry Banking
Experience
Citi February 2015 - Present
Bank of Akron March 2012 - February 2015
First Niagara Bank January 2005 - January 2012
Lumsden & McCormick, LLP October 2002 - January 2005
Small Business Development Center May 1999 - May 2002
M&T Bank July 1988 - March 1999
Skills
Auditing, Risk Assessment, Compliance, Fraud, Investigations, Internal Audit, Banking, SOX, Internal Controls, Process Improvement, Supervisory Skills, Fraud Investigations, Certified Fraud Examiner, Finance, Risk Management, Bank Secrecy Act, Loans, Sarbanes-Oxley Act, Financial Risk, Private Investigations, Security, Management, Operational Risk..., Investigation
Education
Canisius College 1999 — 2002
MBAPA, Professional Accounting
State University of New York College at Buffalo 1986 — 1988
BA, Economics
Citi February 2015 - Present
Bank of Akron March 2012 - February 2015
First Niagara Bank January 2005 - January 2012
Lumsden & McCormick, LLP October 2002 - January 2005
Small Business Development Center May 1999 - May 2002
M&T Bank July 1988 - March 1999
Skills
Auditing, Risk Assessment, Compliance, Fraud, Investigations, Internal Audit, Banking, SOX, Internal Controls, Process Improvement, Supervisory Skills, Fraud Investigations, Certified Fraud Examiner, Finance, Risk Management, Bank Secrecy Act, Loans, Sarbanes-Oxley Act, Financial Risk, Private Investigations, Security, Management, Operational Risk..., Investigation
Education
Canisius College 1999 — 2002
MBAPA, Professional Accounting
State University of New York College at Buffalo 1986 — 1988
BA, Economics
William Munschauer William Munschauer's Lumsden & McCormick, LLP Experience February 2013 - April 2013
Job Apprentice General Manager at Chipotle Mexican Grill
Industry Accounting
Experience
Chipotle Mexican Grill August 2015 - Present
Old Man River May 2009 - Present
Freed Maxick CPAs, P.C. July 2014 - May 2015
Firehouse Subs November 2013 - May 2014
Lumsden & McCormick, LLP February 2013 - April 2013
Niagara University January 2011 - December 2012
Skills
Tax Returns, Personal Income Tax..., Organization, Cost Accounting, Microsoft Excel, Teamwork, Accounting, Microsoft Office, Time Management, PowerPoint, Microsoft Word, Team Leadership
Education
Niagara University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
Niagara University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Cardinal O'Hara High School 2005 — 2009
High School Diploma
Chipotle Mexican Grill August 2015 - Present
Old Man River May 2009 - Present
Freed Maxick CPAs, P.C. July 2014 - May 2015
Firehouse Subs November 2013 - May 2014
Lumsden & McCormick, LLP February 2013 - April 2013
Niagara University January 2011 - December 2012
Skills
Tax Returns, Personal Income Tax..., Organization, Cost Accounting, Microsoft Excel, Teamwork, Accounting, Microsoft Office, Time Management, PowerPoint, Microsoft Word, Team Leadership
Education
Niagara University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
Niagara University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Cardinal O'Hara High School 2005 — 2009
High School Diploma
Jill Maloney, CPA Jill Maloney, CPA's Lumsden & McCormick, LLP Experience January 2003 - November 2004
Job Manager of Accounting and Financial Reporting at Ivoclar Vivadent Inc
Industry Automotive
Experience
Ivoclar Vivadent AG December 2014 - Present
Healthy Manufactures of NYS September 2012 - December 2014
Seal & Design Inc November 2004 - December 2014
Lumsden & McCormick, LLP January 2003 - November 2004
Skills
Accounting, Access, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Research, Financial Reporting, Forecasting, Budgets, Financial Analysis, Accounts Payable, Internal Controls, Financial Accounting, Auditing
Education
Canisius College 1999 — 2003
BS and MBA, Accounting
University of Michigan 1998 — 1999
Akron
Ivoclar Vivadent AG December 2014 - Present
Healthy Manufactures of NYS September 2012 - December 2014
Seal & Design Inc November 2004 - December 2014
Lumsden & McCormick, LLP January 2003 - November 2004
Skills
Accounting, Access, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Research, Financial Reporting, Forecasting, Budgets, Financial Analysis, Accounts Payable, Internal Controls, Financial Accounting, Auditing
Education
Canisius College 1999 — 2003
BS and MBA, Accounting
University of Michigan 1998 — 1999
Akron
Janice Paul-Canfield Janice Paul-Canfield's Lumsden & McCormick, LLP Experience 1985 - 1989
Job Director of Quality Control at Walthall CPAs
Industry Accounting
Experience
Walthall CPAs July 2012 - Present
Walthall, Drake & Wallace LLP CPAs September 2007 - Present
Gallovic, Granito & Co. June 1989 - September 2007
Lumsden & McCormick, LLP 1985 - 1989
Skills
Internal Controls, Tax, Tax Preparation, Tax Returns, Income Tax, GAAP, Corporate Tax, CPA, Financial Reporting, Auditing, Not for Profit, Tax Audit Representation, High Net Worth..., Partnership Taxation, Peer Reviews
Education
Cleveland State University 1979 — 1982
BBA, Accounting
Walthall CPAs July 2012 - Present
Walthall, Drake & Wallace LLP CPAs September 2007 - Present
Gallovic, Granito & Co. June 1989 - September 2007
Lumsden & McCormick, LLP 1985 - 1989
Skills
Internal Controls, Tax, Tax Preparation, Tax Returns, Income Tax, GAAP, Corporate Tax, CPA, Financial Reporting, Auditing, Not for Profit, Tax Audit Representation, High Net Worth..., Partnership Taxation, Peer Reviews
Education
Cleveland State University 1979 — 1982
BBA, Accounting
Julian Cenzi Julian Cenzi's Lumsden & McCormick, LLP Experience July 2014 - June 2015
Job Staff Accountant at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP July 2014 - June 2015
St. Bonaventure University August 2013 - May 2014
First Niagara Bank June 2013 - August 2013
St. Bonaventure University May 2013 - June 2013
St. Bonaventure University January 2012 - May 2013
Volunteer Income Tax Assistance Program (VITA) January 2012 - April 2013
Uniform Express of Rochester, Inc May 2011 - August 2012
Skills
Accounting, Accounts Receivable, Financial Analysis, Tax, Financial Reporting, Financial Accounting, QuickBooks, Cash Flow, Bookkeeping, Auditing, Account Reconciliation, Income Tax, Tax Preparation, Accounts Payable, Microsoft Excel, General Ledger, Tax Returns, Microsoft Word, GAAP, Finance, Peachtree, Management, Sales Tax, Analysis
Education
Saint Bonaventure University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
Saint Bonaventure University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Greece Arcadia High School 2005 — 2009
Lumsden & McCormick, LLP July 2014 - June 2015
St. Bonaventure University August 2013 - May 2014
First Niagara Bank June 2013 - August 2013
St. Bonaventure University May 2013 - June 2013
St. Bonaventure University January 2012 - May 2013
Volunteer Income Tax Assistance Program (VITA) January 2012 - April 2013
Uniform Express of Rochester, Inc May 2011 - August 2012
Skills
Accounting, Accounts Receivable, Financial Analysis, Tax, Financial Reporting, Financial Accounting, QuickBooks, Cash Flow, Bookkeeping, Auditing, Account Reconciliation, Income Tax, Tax Preparation, Accounts Payable, Microsoft Excel, General Ledger, Tax Returns, Microsoft Word, GAAP, Finance, Peachtree, Management, Sales Tax, Analysis
Education
Saint Bonaventure University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
Saint Bonaventure University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Greece Arcadia High School 2005 — 2009
John Salomon's Lumsden & McCormick, LLP Experience 1993 - 1998
Job Managing Director Berkeley Research Group
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group August 2007 - May 2015
LECG June 2004 - August 2007
FTI Consulting 2000 - 2004
Deloitte & Touche 1998 - 2000
Lumsden & McCormick, LLP 1993 - 1998
John I Salomon CPA and successors May 1975 - December 1992
Sunshine & Wittlin, CPA's July 1973 - May 1975
Arthur Andersen & Co June 1972 - June 1973
Skills
Forensic Accounting, Fraud, Litigation Support, Business Valuation, Valuation, Mergers, Due Diligence, Expert Witness, Litigation, Forensic Analysis, Intellectual Property, Dispute Resolution, Bankruptcy, Computer Forensics, Finance, Alternative Dispute..., Strategy, Certified Fraud Examiner, Restructuring, FCPA, Corporate Finance, Private Equity, LBO, Divestitures, Mergers & Acquisitions
Education
University at Buffalo 1968 — 1972
BS, Business
Bennett High School
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group August 2007 - May 2015
LECG June 2004 - August 2007
FTI Consulting 2000 - 2004
Deloitte & Touche 1998 - 2000
Lumsden & McCormick, LLP 1993 - 1998
John I Salomon CPA and successors May 1975 - December 1992
Sunshine & Wittlin, CPA's July 1973 - May 1975
Arthur Andersen & Co June 1972 - June 1973
Skills
Forensic Accounting, Fraud, Litigation Support, Business Valuation, Valuation, Mergers, Due Diligence, Expert Witness, Litigation, Forensic Analysis, Intellectual Property, Dispute Resolution, Bankruptcy, Computer Forensics, Finance, Alternative Dispute..., Strategy, Certified Fraud Examiner, Restructuring, FCPA, Corporate Finance, Private Equity, LBO, Divestitures, Mergers & Acquisitions
Education
University at Buffalo 1968 — 1972
BS, Business
Bennett High School
Kathy Strobele's Lumsden & McCormick, LLP Experience March 2015 - Present
Job General Ledger Analyst at Lumsden McCormick
Industry Accounting
Experience
Lumsden & McCormick, LLP March 2015 - Present
Picone Construction Corporation November 2013 - January 2015
Gamma North Corporation October 2012 - October 2013
CBO Glass November 2011 - October 2012
Islands Mechanical Contractor, Inc. (IMC) December 2009 - June 2011
Town of Newstead 2001 - 2007
Skills
Accounting, Accounts Receivable, General Ledger, Account Reconciliation, Invoicing, Microsoft Office, Financial Reporting, Auditing, Microsoft Excel, Word, Excel, Outlook, Benefits Administration, Employee Relations, Spreadsheets, Benefits, Billing, Reconciliation, Timberline, NYS Notary Public, ComputerEase, Microfund, Quickbooks Online...
Education
Erie Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Northeast Institute 1991 — 1992
Diploma, Computerized Bookkeeping
Lumsden & McCormick, LLP March 2015 - Present
Picone Construction Corporation November 2013 - January 2015
Gamma North Corporation October 2012 - October 2013
CBO Glass November 2011 - October 2012
Islands Mechanical Contractor, Inc. (IMC) December 2009 - June 2011
Town of Newstead 2001 - 2007
Skills
Accounting, Accounts Receivable, General Ledger, Account Reconciliation, Invoicing, Microsoft Office, Financial Reporting, Auditing, Microsoft Excel, Word, Excel, Outlook, Benefits Administration, Employee Relations, Spreadsheets, Benefits, Billing, Reconciliation, Timberline, NYS Notary Public, ComputerEase, Microfund, Quickbooks Online...
Education
Erie Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Northeast Institute 1991 — 1992
Diploma, Computerized Bookkeeping
Zachary Newberry, CPA, MBA's Lumsden & McCormick, LLP Experience June 2013 - September 2014
Job Senior Accountant at Energy Curtailment Specialists an NRG Company
Industry Accounting
Experience
NRG Curtailment Solutions, LLC, an NRG Company October 2014 - Present
Lumsden & McCormick, LLP June 2013 - September 2014
Verizon Wireless August 2011 - August 2012
Brock, Schechter & Polakoff, LLP February 2012 - April 2012
HSBC February 2010 - May 2011
Columbus Blue Jackets May 2009 - November 2009
Dave & Adam's Card World July 2005 - April 2008
Skills
Social Media, Sports Marketing, Sports Management, Social Media Marketing, Sports, Accounting, Financial Accounting, Tax Accounting, Cost Accounting, Advertising, Account Management, Ticket Sales, Sales, Marketing, Microsoft Excel, Management, Customer Service, Microsoft Office, Financial Reporting, Financial Analysis, Microsoft Word, Time Management, Leadership
Education
Canisius College 2011 — 2013
M.B.A., Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2005
B.S., Sports Management
Canisius College 2001 — 2003
B.S., Business Management
NRG Curtailment Solutions, LLC, an NRG Company October 2014 - Present
Lumsden & McCormick, LLP June 2013 - September 2014
Verizon Wireless August 2011 - August 2012
Brock, Schechter & Polakoff, LLP February 2012 - April 2012
HSBC February 2010 - May 2011
Columbus Blue Jackets May 2009 - November 2009
Dave & Adam's Card World July 2005 - April 2008
Skills
Social Media, Sports Marketing, Sports Management, Social Media Marketing, Sports, Accounting, Financial Accounting, Tax Accounting, Cost Accounting, Advertising, Account Management, Ticket Sales, Sales, Marketing, Microsoft Excel, Management, Customer Service, Microsoft Office, Financial Reporting, Financial Analysis, Microsoft Word, Time Management, Leadership
Education
Canisius College 2011 — 2013
M.B.A., Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2005
B.S., Sports Management
Canisius College 2001 — 2003
B.S., Business Management
Matthew McDonald's Lumsden & McCormick, LLP Experience 1999 - Present
Job Director at Brisbane Consulting Group LLC
Industry Computer Software
Experience
Brisbane Consulting Group, LLC - Nonprofit Solutions December 1999 - Present
Lumsden & McCormick, LLP 1999 - Present
Stylecast Inc. 1995 - 1999
Vector Systems 1990 - 1995
Business Technology 1989 - 1992
Skills
Accounting, Budgets, Non-profits, Microsoft Excel, Nonprofits, Fundraising, Social Media, Financial Reporting, Tax, Leadership, Payroll, Financial Analysis, Access, Strategic Planning, QuickBooks, Finance, Auditing, Analysis, Small Business, Value Based Selling, Public Speaking, Community Outreach, Team Building, Management, Event Planning
Education
Erie Community College 1988 — 1991
Business, Technology
Brisbane Consulting Group, LLC - Nonprofit Solutions December 1999 - Present
Lumsden & McCormick, LLP 1999 - Present
Stylecast Inc. 1995 - 1999
Vector Systems 1990 - 1995
Business Technology 1989 - 1992
Skills
Accounting, Budgets, Non-profits, Microsoft Excel, Nonprofits, Fundraising, Social Media, Financial Reporting, Tax, Leadership, Payroll, Financial Analysis, Access, Strategic Planning, QuickBooks, Finance, Auditing, Analysis, Small Business, Value Based Selling, Public Speaking, Community Outreach, Team Building, Management, Event Planning
Education
Erie Community College 1988 — 1991
Business, Technology
Christopher P. Maher's Lumsden & McCormick, LLP Experience 1986 - 1989
Job Outsourced Controller and Accounting services
Industry Accounting
Experience
Accounting Advocates Inc. January 2012 - Present
Robert Half Management Resources June 2011 - June 2012
RR Donnelley 2004 - 2011
Moore Business Forms Inc. (now RR Donnelley) 1999 - 2004
Moore Business Forms Inc. (now RR Donnelley) 1997 - 1999
Moore Business Forms Inc. (now RR Donnelley) 1989 - 1997
Lumsden & McCormick, LLP 1986 - 1989
Skills
Accounting, Internal Audit, Financial Analysis, SOX, Cost Reduction, Corporate Social..., Internal Controls, Efficiency Improvement, Working Capital..., Cross-functional Team..., Budgeting, Forecasting, Facilities Management, Purchasing, Customer Service, Inventory Management, Training & Development, Financial Accountability, Manufacturing, Budgets
Education
Canisius College 1984 — 1986
B.S., Accounting
Canisius High School 1977 — 1981
BS, Accounting
Accounting Advocates Inc. January 2012 - Present
Robert Half Management Resources June 2011 - June 2012
RR Donnelley 2004 - 2011
Moore Business Forms Inc. (now RR Donnelley) 1999 - 2004
Moore Business Forms Inc. (now RR Donnelley) 1997 - 1999
Moore Business Forms Inc. (now RR Donnelley) 1989 - 1997
Lumsden & McCormick, LLP 1986 - 1989
Skills
Accounting, Internal Audit, Financial Analysis, SOX, Cost Reduction, Corporate Social..., Internal Controls, Efficiency Improvement, Working Capital..., Cross-functional Team..., Budgeting, Forecasting, Facilities Management, Purchasing, Customer Service, Inventory Management, Training & Development, Financial Accountability, Manufacturing, Budgets
Education
Canisius College 1984 — 1986
B.S., Accounting
Canisius High School 1977 — 1981
BS, Accounting
Jennifer Somers's Lumsden & McCormick, LLP Experience July 2009 - September 2011
Job Audit Supervisor at BlumShapiro
Industry Accounting
Experience
BlumShapiro November 2011 - Present
Lumsden & McCormick, LLP July 2009 - September 2011
Lumsden & McCormick, LLP June 2006 - July 2009
Skills
Accounting, Financial Reporting, Tax, Auditing, General Ledger, QuickBooks, Tax Preparation, Accounts Receivable, Financial Analysis, Internal Controls, Corporate Tax, Account Reconciliation, Accounts Payable, Financial Accounting, CPA
Education
Canisius College 2008 — 2009
MBA, Accounting
BlumShapiro November 2011 - Present
Lumsden & McCormick, LLP July 2009 - September 2011
Lumsden & McCormick, LLP June 2006 - July 2009
Skills
Accounting, Financial Reporting, Tax, Auditing, General Ledger, QuickBooks, Tax Preparation, Accounts Receivable, Financial Analysis, Internal Controls, Corporate Tax, Account Reconciliation, Accounts Payable, Financial Accounting, CPA
Education
Canisius College 2008 — 2009
MBA, Accounting
George Clark, Jr.'s Lumsden & McCormick, LLP Experience 2006 - 2009
Job Accounting Professional
Industry Accounting
Experience
The Bonadio Group December 2009 - Present
Lumsden & McCormick, LLP 2006 - 2009
Skills
Tax Preparation, Tax, Income Tax, Accounting, General Ledger, QuickBooks, Corporate Tax, Tax Accounting, Accounts Payable, Fixed Assets, Tax Returns, ProSystem fx Tax, Account Reconciliation, Accounts Receivable, Partnership Taxation, Tax Research, Sales Tax, CCH ProSystem fx, Bank Reconciliation, CPA, Financial Statements, GAAP
Education
Niagara University 2005 — 2007
Bachelors, Accounting
Niagara County Community College 2004 — 2005
Associates, Accounting
The Bonadio Group December 2009 - Present
Lumsden & McCormick, LLP 2006 - 2009
Skills
Tax Preparation, Tax, Income Tax, Accounting, General Ledger, QuickBooks, Corporate Tax, Tax Accounting, Accounts Payable, Fixed Assets, Tax Returns, ProSystem fx Tax, Account Reconciliation, Accounts Receivable, Partnership Taxation, Tax Research, Sales Tax, CCH ProSystem fx, Bank Reconciliation, CPA, Financial Statements, GAAP
Education
Niagara University 2005 — 2007
Bachelors, Accounting
Niagara County Community College 2004 — 2005
Associates, Accounting
David Kasch's Lumsden & McCormick, LLP Experience July 2008 - December 2010
Job Manager at PwC
Industry Accounting
Experience
PwC January 2011 - Present
Lumsden & McCormick, LLP July 2008 - December 2010
Skills
Financial Reporting, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Financial Accounting, US GAAP, Financial Modeling
Education
Canisius College 2006 — 2008
MBA
Canisius College 2003 — 2006
Accounting
PwC January 2011 - Present
Lumsden & McCormick, LLP July 2008 - December 2010
Skills
Financial Reporting, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Financial Accounting, US GAAP, Financial Modeling
Education
Canisius College 2006 — 2008
MBA
Canisius College 2003 — 2006
Accounting
Neil McGinty's Lumsden & McCormick, LLP Experience January 1993 - September 1994
Job Controller at Kulbacks Construction, Inc.
Industry Construction
Experience
Kulback's, Inc. September 1994 - Present
Lumsden & McCormick, LLP January 1993 - September 1994
Skills
Accounting, Financial Reporting, General Ledger, Accounts Payable, Accounts Receivable, Commercial Insurance
Education
Saint Bonaventure University 1981 — 1985
BBA, Accounting
Sweet Home High School 1977 — 1981
Kulback's, Inc. September 1994 - Present
Lumsden & McCormick, LLP January 1993 - September 1994
Skills
Accounting, Financial Reporting, General Ledger, Accounts Payable, Accounts Receivable, Commercial Insurance
Education
Saint Bonaventure University 1981 — 1985
BBA, Accounting
Sweet Home High School 1977 — 1981
Angela Argauer, CPA's Lumsden & McCormick, LLP Experience November 2009 - December 2012
Job Accounting Manager at Alliance Energy Marketing, LLC
Industry Accounting
Experience
Alliance Energy Marketing, LLC January 2013 - Present
Lumsden & McCormick, LLP November 2009 - December 2012
Skills
Accounting, Tax, Financial Reporting, Tax Preparation, Corporate Tax, Financial Accounting, General Ledger, Tax Returns, Income Tax
Education
Niagara University 2008 — 2009
Master of Business Administration, Accounting
Niagara University 2004 — 2008
Bachelor of Business Administration, Accounting
Alliance Energy Marketing, LLC January 2013 - Present
Lumsden & McCormick, LLP November 2009 - December 2012
Skills
Accounting, Tax, Financial Reporting, Tax Preparation, Corporate Tax, Financial Accounting, General Ledger, Tax Returns, Income Tax
Education
Niagara University 2008 — 2009
Master of Business Administration, Accounting
Niagara University 2004 — 2008
Bachelor of Business Administration, Accounting
Crystal Bojanowski, CPA's Lumsden & McCormick, LLP Experience January 2015 - Present
Job Tax Accountant | CPA | Specialist in Family Wealth Planning
Industry Accounting
Experience
Lumsden & McCormick, LLP January 2015 - Present
Lumsden & McCormick, LLP October 2012 - January 2015
Lumsden & McCormick, LLP July 2012 - October 2012
Lougen Valenti Bookbinder & Weintraub LLP January 2011 - April 2011
Blasdell Tax Service January 2010 - April 2010
Income Tax Assistance January 2009 - April 2009
Skills
Accounting, Tax Preparation, Tax Accounting, Tax, Auditing, Bookkeeping, Account Reconciliation, Microsoft Excel, Tax Returns, Microsoft Word, QuickBooks, ProSystem fx Tax, GAAP, Income Tax
Education
Niagara University 2011 — 2012
Master of Business Administration, Accounting
Niagara University 2007 — 2011
Bachelor's degree, Accounting
Lumsden & McCormick, LLP January 2015 - Present
Lumsden & McCormick, LLP October 2012 - January 2015
Lumsden & McCormick, LLP July 2012 - October 2012
Lougen Valenti Bookbinder & Weintraub LLP January 2011 - April 2011
Blasdell Tax Service January 2010 - April 2010
Income Tax Assistance January 2009 - April 2009
Skills
Accounting, Tax Preparation, Tax Accounting, Tax, Auditing, Bookkeeping, Account Reconciliation, Microsoft Excel, Tax Returns, Microsoft Word, QuickBooks, ProSystem fx Tax, GAAP, Income Tax
Education
Niagara University 2011 — 2012
Master of Business Administration, Accounting
Niagara University 2007 — 2011
Bachelor's degree, Accounting
Hazel McCoy, CPA's Lumsden & McCormick, LLP Experience February 2008 - May 2012
Job Tax Advisory Accountant at Dopkins & Company, LLP
Industry Accounting
Experience
Dopkins & Company, LLP July 2012 - Present
Lumsden & McCormick, LLP February 2008 - May 2012
Skills
Tax, Tax Advisory, Accounting, CPA, Corporate Tax, Financial Reporting, Financial Accounting, Tax Preparation, General Ledger, QuickBooks, Account Reconciliation, Accounts Payable, Tax Returns, Partnership Taxation
Education
SUNY Brockport 2004 — 2007
Bachelor's degree, Accounting
State University of New York College at Brockport
BS in Accounting, Accounting
Dopkins & Company, LLP July 2012 - Present
Lumsden & McCormick, LLP February 2008 - May 2012
Skills
Tax, Tax Advisory, Accounting, CPA, Corporate Tax, Financial Reporting, Financial Accounting, Tax Preparation, General Ledger, QuickBooks, Account Reconciliation, Accounts Payable, Tax Returns, Partnership Taxation
Education
SUNY Brockport 2004 — 2007
Bachelor's degree, Accounting
State University of New York College at Brockport
BS in Accounting, Accounting
Jacob Jankowski's Lumsden & McCormick, LLP Experience February 2012 - December 2012
Job General Ledger Accountant at Benderson Development
Industry Architecture & Planning
Experience
Benderson Development January 2012 - Present
Lumsden & McCormick, LLP February 2012 - December 2012
Cannon Design May 2011 - December 2012
Skills
CPA, Deltek, Account Reconciliation, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Financial Reporting
Education
Niagara University 2011 — 2011
Master of Business Administration (MBA), Accounting, 3.68
Niagara University 2007 — 2010
Bachelor's degree, Accounting, 3.62
Benderson Development January 2012 - Present
Lumsden & McCormick, LLP February 2012 - December 2012
Cannon Design May 2011 - December 2012
Skills
CPA, Deltek, Account Reconciliation, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Financial Reporting
Education
Niagara University 2011 — 2011
Master of Business Administration (MBA), Accounting, 3.68
Niagara University 2007 — 2010
Bachelor's degree, Accounting, 3.62
Keith Malinowski's Lumsden & McCormick, LLP Experience 1988 - 1998
Job Partner at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2002 - Present
Lumsden & McCormick, LLP 1988 - 1998
PwC 1985 - 1988
Skills
CPA, Internal Controls, Financial Reporting, US GAAP, GAAP, Accounting, Sarbanes-Oxley Act, Financial Accounting, SEC Filings, Auditing, External Audit, Financial Analysis
Education
Canisius College 1979 — 1983
Bachelor's degree, Accounting
Grant Thornton LLP January 2002 - Present
Lumsden & McCormick, LLP 1988 - 1998
PwC 1985 - 1988
Skills
CPA, Internal Controls, Financial Reporting, US GAAP, GAAP, Accounting, Sarbanes-Oxley Act, Financial Accounting, SEC Filings, Auditing, External Audit, Financial Analysis
Education
Canisius College 1979 — 1983
Bachelor's degree, Accounting
Michael J. Gasiewicz's Lumsden & McCormick, LLP Experience January 2005 - December 2007
Job
Industry Oil & Energy
Experience
TONAWANDA COKE CORPORATION February 2013 - Present
Boncraft, Inc. March 2008 - February 2013
Lumsden & McCormick, LLP January 2005 - December 2007
Skills
CPA
Education
State University of New York at Buffalo 2002 — 2005
Master of Business Administration (M.B.A.)
TONAWANDA COKE CORPORATION February 2013 - Present
Boncraft, Inc. March 2008 - February 2013
Lumsden & McCormick, LLP January 2005 - December 2007
Skills
CPA
Education
State University of New York at Buffalo 2002 — 2005
Master of Business Administration (M.B.A.)
Derek Marks's Lumsden & McCormick, LLP Experience July 2015 - Present
Job Audit Intern at Lumsden & McCormick, LLP
Industry Accounting
Experience
Lumsden & McCormick, LLP July 2015 - Present
Mongoose Landscaping May 2014 - August 2014
Fowlers Chocolates June 2008 - July 2013
Fowlers Chocolates June 2012 - August 2012
Skills
Hockey, Accounting, Microsoft Excel, Writing, Creative Solutions, Teamwork
Education
State University of New York College at Geneseo 2011 — 2015
Bachelor of Science (BS), Accounting
Nichols High School 2007 — 2011
Lumsden & McCormick, LLP July 2015 - Present
Mongoose Landscaping May 2014 - August 2014
Fowlers Chocolates June 2008 - July 2013
Fowlers Chocolates June 2012 - August 2012
Skills
Hockey, Accounting, Microsoft Excel, Writing, Creative Solutions, Teamwork
Education
State University of New York College at Geneseo 2011 — 2015
Bachelor of Science (BS), Accounting
Nichols High School 2007 — 2011
Laura Leboeuf's Lumsden & McCormick, LLP Experience March 1996 - September 2008
Job Bookkeeper at McGregor & Company, LLP
Industry Accounting
Experience
McGregor and Company, LLP October 2008 - Present
Lumsden & McCormick, LLP March 1996 - September 2008
Skills
Payroll Taxes, Bookkeeping, Tax Sales, Financial Reporting, Accounting, Auditing, Tax Preparation, Income Tax, Financial Analysis, Customer Service, Quickbooks, Microsoft Excel, Microsoft Word, Creative Solutions, ProSystem fx Tax
Education
Bryant & Stratton College - Amherst 1987 — 1989
Accounting and Finance
Niagara County Community College
McGregor and Company, LLP October 2008 - Present
Lumsden & McCormick, LLP March 1996 - September 2008
Skills
Payroll Taxes, Bookkeeping, Tax Sales, Financial Reporting, Accounting, Auditing, Tax Preparation, Income Tax, Financial Analysis, Customer Service, Quickbooks, Microsoft Excel, Microsoft Word, Creative Solutions, ProSystem fx Tax
Education
Bryant & Stratton College - Amherst 1987 — 1989
Accounting and Finance
Niagara County Community College
Colleen Kwiatkowski's Lumsden & McCormick, LLP Experience August 1996 - April 1997
Job Accountant at Benderson Development
Industry Real Estate
Experience
Benderson Development February 2008 - Present
Benderson Development March 2000 - February 2003
Benderson Development October 1997 - February 1999
Lumsden & McCormick, LLP August 1996 - April 1997
M&T Bank May 1996 - August 1996
Skills
FAS, Microsoft Excel, Microsoft Word, AS400 system, QuickBooks, GreatPlains, Peachtree
Education
University at Buffalo 1994 — 1996
Bachelor of Science (BS), Accounting and Finance
Erie Community College 1990 — 1993
Associate's degree, Accounting and Finance
Benderson Development February 2008 - Present
Benderson Development March 2000 - February 2003
Benderson Development October 1997 - February 1999
Lumsden & McCormick, LLP August 1996 - April 1997
M&T Bank May 1996 - August 1996
Skills
FAS, Microsoft Excel, Microsoft Word, AS400 system, QuickBooks, GreatPlains, Peachtree
Education
University at Buffalo 1994 — 1996
Bachelor of Science (BS), Accounting and Finance
Erie Community College 1990 — 1993
Associate's degree, Accounting and Finance