Marien + Company CPAs, LLC
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Marien + Company CPAs, LLC Employees
Employee
Years
Job
Industry
N. Alex Bancroft N. Alex Bancroft's Marien + Company CPAs, LLC Experience May 2005 - October 2009
Job CPA, Manager
Industry Accounting
Experience
Hoyt, Filippetti & Malaghan, LLC November 2009 - Present
Marien + Company CPAs, LLC May 2005 - October 2009
Skills
Single Audit, Accounting, QuickBooks, Tax, Microsoft Excel, CCH ProSystem fx, Corporate Tax, Income Tax, Payroll, GAAP, Tax Preparation, CPA, Bookkeeping, General Ledger, Auditing, Tax Research, Internal Controls, S Corporations, Partnership Taxation
Education
Eastern Connecticut State University 2004 — 2005
BS in Accounting, Accounting
Olympic High School 1989 — 1992
Hoyt, Filippetti & Malaghan, LLC November 2009 - Present
Marien + Company CPAs, LLC May 2005 - October 2009
Skills
Single Audit, Accounting, QuickBooks, Tax, Microsoft Excel, CCH ProSystem fx, Corporate Tax, Income Tax, Payroll, GAAP, Tax Preparation, CPA, Bookkeeping, General Ledger, Auditing, Tax Research, Internal Controls, S Corporations, Partnership Taxation
Education
Eastern Connecticut State University 2004 — 2005
BS in Accounting, Accounting
Olympic High School 1989 — 1992
Gregory Steffes, CPA, MBA Gregory Steffes, CPA, MBA's Marien + Company CPAs, LLC Experience May 2009 - August 2010
Job Senior Investment Accounting Associate at IPS Fund Services LLC
Industry Accounting
Experience
IPS Fund Services LLC July 2015 - Present
BlumShapiro April 2013 - July 2015
O'Connor Davies Munns & Dobbins, LLP May 2011 - March 2013
The Women's Center of Southeastern Connecticut January 2011 - May 2011
Marien + Company CPAs, LLC May 2009 - August 2010
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Microsoft Excel, GAAP, US GAAP, Internal Controls, CPA, Tax Returns
Education
Post University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Eastern Connecticut State University 2007 — 2011
B.S., Accounting
IPS Fund Services LLC July 2015 - Present
BlumShapiro April 2013 - July 2015
O'Connor Davies Munns & Dobbins, LLP May 2011 - March 2013
The Women's Center of Southeastern Connecticut January 2011 - May 2011
Marien + Company CPAs, LLC May 2009 - August 2010
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Microsoft Excel, GAAP, US GAAP, Internal Controls, CPA, Tax Returns
Education
Post University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Eastern Connecticut State University 2007 — 2011
B.S., Accounting
Sharon Dumais Sharon Dumais's Marien + Company CPAs, LLC Experience May 2007 - June 2011
Job Senior Accountant at McLaughlin Research Corporation
Industry Defense & Space
Experience
McLaughlin Research Corporation March 2015 - Present
General Dynamics November 2013 - March 2015
Garvey & Associates, LLC October 2011 - November 2013
J.H. Cohn LLP June 2011 - October 2011
Marien + Company CPAs, LLC May 2007 - June 2011
McLaughlin Research Corporation December 2004 - May 2007
Skills
Bookkeeping, Government Auditing, CCH ProSystem fx, Tax Accounting, Government Accounting, Risk Based Audits, Financial Statements, Finance, Compliance, Controls Assessment, Analytical Review, Engagement Planning, Internal Controls, Internal Audit, Technical Accounting..., Revenue Recognition, Analysis, Cash Flow, Financial Analysis, US GAAP, Single Audit, Sarbanes-Oxley, Financial Planning, Process Improvement, Training, Mergers, COSO Framework, Sarbanes-Oxley Act, Auditing
Education
The University of Connecticut 2008 — 2009
MSA, Accounting
Eastern Connecticut State University 2005 — 2007
BS, Accounting
Three Rivers Community College 2003 — 2005
AS, Accounting
McLaughlin Research Corporation March 2015 - Present
General Dynamics November 2013 - March 2015
Garvey & Associates, LLC October 2011 - November 2013
J.H. Cohn LLP June 2011 - October 2011
Marien + Company CPAs, LLC May 2007 - June 2011
McLaughlin Research Corporation December 2004 - May 2007
Skills
Bookkeeping, Government Auditing, CCH ProSystem fx, Tax Accounting, Government Accounting, Risk Based Audits, Financial Statements, Finance, Compliance, Controls Assessment, Analytical Review, Engagement Planning, Internal Controls, Internal Audit, Technical Accounting..., Revenue Recognition, Analysis, Cash Flow, Financial Analysis, US GAAP, Single Audit, Sarbanes-Oxley, Financial Planning, Process Improvement, Training, Mergers, COSO Framework, Sarbanes-Oxley Act, Auditing
Education
The University of Connecticut 2008 — 2009
MSA, Accounting
Eastern Connecticut State University 2005 — 2007
BS, Accounting
Three Rivers Community College 2003 — 2005
AS, Accounting
Katherine McNair, CPA, MSA Katherine McNair, CPA, MSA's Marien + Company CPAs, LLC Experience May 2010 - December 2011
Job Audit Manager at O'Connor Davies, LLP
Industry Accounting
Experience
O'Connor Davies, LLP January 2012 - Present
Marien + Company CPAs, LLC May 2010 - December 2011
Otis Library September 2009 - May 2010
Eastern Connecticut State University September 2008 - May 2010
Eastern Federal Bank June 2008 - August 2008
Skills
Accounting, QuickBooks, Auditing, Journal Entries, GAAP, Financial Statements, Bookkeeping, Financial Accounting, CPA, Microsoft Office, Nonprofits, Microsoft Excel, Microsoft Word, General Ledger, Government Accounting, GASB
Education
The University of Connecticut School of Business 2011 — 2012
MS, Accounting
Eastern Connecticut State University 2008 — 2010
BS, Accounting
O'Connor Davies, LLP January 2012 - Present
Marien + Company CPAs, LLC May 2010 - December 2011
Otis Library September 2009 - May 2010
Eastern Connecticut State University September 2008 - May 2010
Eastern Federal Bank June 2008 - August 2008
Skills
Accounting, QuickBooks, Auditing, Journal Entries, GAAP, Financial Statements, Bookkeeping, Financial Accounting, CPA, Microsoft Office, Nonprofits, Microsoft Excel, Microsoft Word, General Ledger, Government Accounting, GASB
Education
The University of Connecticut School of Business 2011 — 2012
MS, Accounting
Eastern Connecticut State University 2008 — 2010
BS, Accounting
Amber Moore, CPA, MSA Amber Moore, CPA, MSA's Marien + Company CPAs, LLC Experience January 2010 - December 2011
Job CPA at Goldblatt Bokoff, LLC
Industry Accounting
Experience
Goldblatt Bokoff LLC December 2011 - Present
Marien + Company CPAs, LLC January 2010 - December 2011
Marien + Company CPAs, LLC May 2008 - December 2009
University of Connecticut Bursar's Office September 2006 - December 2009
Bubbles to Butterfly Swim School, LLC May 2004 - May 2008
Skills
Accounting, CPA, Financial Statements, Tax, QuickBooks, GAAP, Auditing, Partnership Taxation, Corporate Tax, Bookkeeping, Microsoft Word, Nonprofits, Financial Accounting, Microsoft Excel, Financial Reporting, Variance Analysis, Government Accounting, Individual Taxation, Non-profit Accounting, Financial Analysis
Education
The University of Connecticut School of Business 2010 — 2011
Masters of Science In Accounting, Accounting
The University of Connecticut School of Business 2006 — 2009
Bachelors of Science in Accounting, Accounting
Goldblatt Bokoff LLC December 2011 - Present
Marien + Company CPAs, LLC January 2010 - December 2011
Marien + Company CPAs, LLC May 2008 - December 2009
University of Connecticut Bursar's Office September 2006 - December 2009
Bubbles to Butterfly Swim School, LLC May 2004 - May 2008
Skills
Accounting, CPA, Financial Statements, Tax, QuickBooks, GAAP, Auditing, Partnership Taxation, Corporate Tax, Bookkeeping, Microsoft Word, Nonprofits, Financial Accounting, Microsoft Excel, Financial Reporting, Variance Analysis, Government Accounting, Individual Taxation, Non-profit Accounting, Financial Analysis
Education
The University of Connecticut School of Business 2010 — 2011
Masters of Science In Accounting, Accounting
The University of Connecticut School of Business 2006 — 2009
Bachelors of Science in Accounting, Accounting
Thomas O. Marien, CPA, MBA, CVA Thomas O. Marien, CPA, MBA, CVA's Marien + Company CPAs, LLC Experience 1980 - December 2011
Job Partner at O'Connor Davies, LLP
Industry Accounting
Experience
O'Connor Davies, LLP January 2012 - Present
Marien + Company, LLC, CPAs April 1980 - December 2011
Marien + Company CPAs, LLC 1980 - December 2011
Skills
Strategy, Management, Tax Preparation, Retirement Planning, Estate Planning, QuickBooks, Government, Forensic Accounting, Tax Accounting, GAAP, Mergers & Acquisitions, Due Diligence, Accounting, Nonprofits, Small Business, Tax, CPA, Tax Returns, Partnership Taxation, Strategic Planning, Financial Reporting
Education
University of Connecticut 1973 — 1977
MBA, Accounting
O'Connor Davies, LLP January 2012 - Present
Marien + Company, LLC, CPAs April 1980 - December 2011
Marien + Company CPAs, LLC 1980 - December 2011
Skills
Strategy, Management, Tax Preparation, Retirement Planning, Estate Planning, QuickBooks, Government, Forensic Accounting, Tax Accounting, GAAP, Mergers & Acquisitions, Due Diligence, Accounting, Nonprofits, Small Business, Tax, CPA, Tax Returns, Partnership Taxation, Strategic Planning, Financial Reporting
Education
University of Connecticut 1973 — 1977
MBA, Accounting
Peggy Dougherty, CFE's Marien + Company CPAs, LLC Experience May 1997 - December 2011
Job Accounting Manager at Capalbo Accounting Services
Industry Accounting
Experience
Capalbo Accounting Services 2012 - Present
Marien + Company, LLC May 1997 - December 2011
Marien + Company CPAs, LLC May 1997 - December 2011
Skills
Accounting, Microsoft Word, Bookkeeping, QuickBooks, Tax, Payroll, GAAP
Education
Fairfield University
Bachelor of Arts, Sociology
Capalbo Accounting Services 2012 - Present
Marien + Company, LLC May 1997 - December 2011
Marien + Company CPAs, LLC May 1997 - December 2011
Skills
Accounting, Microsoft Word, Bookkeeping, QuickBooks, Tax, Payroll, GAAP
Education
Fairfield University
Bachelor of Arts, Sociology
Sarah Kannas's Marien + Company CPAs, LLC Experience 2002 - 2005
Job Director of Finance, VP
Industry Banking
Experience
Savings Institute Bank & Trust Company April 2015 - Present
Savings Institute Bank & Trust Company May 2014 - April 2015
Savings Institute Bank & Trust Company July 2007 - May 2014
Commerce Insurance May 2003 - July 2005
Marien + Company CPAs, LLC 2002 - 2005
U.S. Coast Guard July 1997 - July 2001
Skills
Certified Internal..., Certification in Risk..., Certified Public..., Financial Analysis, Banking, Accounting, Risk Management, Sarbanes-Oxley Act, Internal Controls, Auditing, Budgets, Insurance, CPA, Internal Audit, Assurance, Enterprise Risk..., Sarbanes-Oxley, Strategic Financial..., Financial Risk, Risk Assessment, Financial Planning, Finance
Education
University of Hartford 2003 — 2005
MSAT, Accounting and Taxation
Eastern Connecticut State University
Bachelor of Science (BS), Accounting
Savings Institute Bank & Trust Company April 2015 - Present
Savings Institute Bank & Trust Company May 2014 - April 2015
Savings Institute Bank & Trust Company July 2007 - May 2014
Commerce Insurance May 2003 - July 2005
Marien + Company CPAs, LLC 2002 - 2005
U.S. Coast Guard July 1997 - July 2001
Skills
Certified Internal..., Certification in Risk..., Certified Public..., Financial Analysis, Banking, Accounting, Risk Management, Sarbanes-Oxley Act, Internal Controls, Auditing, Budgets, Insurance, CPA, Internal Audit, Assurance, Enterprise Risk..., Sarbanes-Oxley, Strategic Financial..., Financial Risk, Risk Assessment, Financial Planning, Finance
Education
University of Hartford 2003 — 2005
MSAT, Accounting and Taxation
Eastern Connecticut State University
Bachelor of Science (BS), Accounting
Aaron Bernstein, CPA's Marien + Company CPAs, LLC Experience May 2007 - August 2007
Job Senior Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2013 - Present
LEGO Group August 2011 - August 2013
Start Up Nation - Birthright Israel June 2012 - June 2012
Marcum LLP (Formerly UHY Advisors) April 2010 - August 2011
UHY Advisors September 2008 - April 2010
Marien + Company CPAs, LLC May 2007 - August 2007
Skills
Internal Controls, Financial Reporting, Lease Accounting, Financial Analysis, Banking, Cash Management, Auditing, SAP, Lease Contract Review, Financial Forecasting, Financial Projection, Audit Support, Microsoft Excel, Microsoft Access, Forecasting, Tax, SharePoint, BEx Analyzer, Business Case..., ProSystem fx Engagement, Construction Accounting, Accounting, GAAP
Education
The University of Connecticut School of Business 2005 — 2008
Bachelor of Science, Business Administration - Accounting
Marcum LLP September 2013 - Present
LEGO Group August 2011 - August 2013
Start Up Nation - Birthright Israel June 2012 - June 2012
Marcum LLP (Formerly UHY Advisors) April 2010 - August 2011
UHY Advisors September 2008 - April 2010
Marien + Company CPAs, LLC May 2007 - August 2007
Skills
Internal Controls, Financial Reporting, Lease Accounting, Financial Analysis, Banking, Cash Management, Auditing, SAP, Lease Contract Review, Financial Forecasting, Financial Projection, Audit Support, Microsoft Excel, Microsoft Access, Forecasting, Tax, SharePoint, BEx Analyzer, Business Case..., ProSystem fx Engagement, Construction Accounting, Accounting, GAAP
Education
The University of Connecticut School of Business 2005 — 2008
Bachelor of Science, Business Administration - Accounting