Mengel, Metzger, Barr & Co. LLP
Industry: Company
DescriptionFounded: 1975 Subsidiary: Barone, Siciliano, and Company, P.C.
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Mengel, Metzger, Barr & Co. LLP Employees
Independent Health November 2010 - September 2014
CHG Healthcare Services August 2007 - July 2010
Mengel, Metzger, Barr & Co. LLP October 2004 - August 2007
Skills
Process Improvement, Microsoft Excel, Auditing, Accounting, Financial Analysis, Analysis, Account Reconciliation, Teamwork
Education
SUNY Institute of Technology 2009 — 2012
Master of Business Administration (M.B.A.), Health Services Management
Nazareth College of Rochester 2001 — 2004
Bachelor's degree, Accounting
Mengel, Metzger, Barr & Co. LLP June 2015 - Present
Kasperski Owen & Dinan February 2015 - April 2015
New Hope Mills Manufacturing Incorporated July 2014 - January 2015
St. John Fisher College September 2014 - December 2014
STATE FARM INSURANCE AND FINANCIAL SERVICES May 2014 - July 2014
Sagemark Consulting January 2014 - May 2014
St. John Fisher College September 2013 - May 2014
Ardaugh Group May 2013 - August 2013
Litterbox School Store September 2011 - June 2012
Education
Ithaca College 2015 — 2016
Master of Business Administration (M.B.A.)
St. John Fisher College 2013 — 2015
Accounting, 3.9
Robert Morris University 2012 — 2013
Accounting
Pathways, Inc. October 2012 - Present
Mengel, Metzger, Barr & Co. LLP November 2004 - September 2012
Murray Risk Management and Insurance August 2003 - October 2004
Skills
Financial Reporting, Budgets, General Ledger, Assurance, Employee Benefits, Public Speaking, Non-profits, US GAAP, Fixed Assets, Tax Preparation, Consolidated Financial..., Nonprofits, CPA
Education
Clarkson University 2002 — 2003
MBA, Business
Castleton State College 1998 — 2002
Bachelor of Science; Business Adminstration, Accounting and Management
Mill River Union High School 1994 — 1998
High School, General Studies
Freed Maxick CPAs, P.C. July 2014 - Present
Freed Maxick CPAs, P.C. January 2014 - April 2014
Mengel, Metzger, Barr & Co. LLP December 2012 - April 2013
Brio Restaurant & Pizzeria October 2006 - August 2012
Donald J. Pisaro Tax & Investment January 2012 - April 2012
Lewiston Council on the Arts April 2011 - July 2011
Skills
Microsoft Office, QuickBooks, ProSystem fx Engagement, ProSystem fx Tax, Thomson Reuters..., Financial Accounting, Close Attention to..., Due Diligence, Communication Skills, Leadership, Management, Always Punctual, Determination, Hard working, Document Management, Income Tax, Bookkeeping
Education
St. John Fisher College 2013 — 2014
Master of Business Administration (MBA), Accounting, 3.15
St. John Fisher College 2009 — 2013
Bachelor of Science (BS), Accounting, Cum Laude, Accounting, 3.53
Mengel, Metzger, Barr & Co. LLP October 2014 - Present
Mengel, Metzger, Barr & Co. LLP October 2013 - September 2014
Mengel, Metzger, Barr & Co. LLP October 2011 - September 2013
Sentry Group December 2009 - December 2010
Skills
Accounting, Financial Reporting, GAAP, General Ledger, Auditing, US GAAP, QuickBooks, Financial Accounting, Tax Preparation, Assurance
Education
SUNY Geneseo 2010 — 2011
Master of Science, Accounting
SUNY Geneseo 2006 — 2010
Bachelor of Science, Accounting
prime3coaching June 2011 - Present
Mengel, Metzger, Barr & Co. LLP August 2010 - December 2011
Park Place Homes September 2009 - May 2010
Dixon Schwabl December 2009 - December 2009
Sleep Insights 2009 - 2009
National Kidney Foundation June 2008 - July 2008
Victoria's Secret March 2007 - May 2008
Partners and Napier May 2006 - July 2006
Virtual Business (Virtual Enterprise) September 2005 - June 2006
Skills
Advertising, Leadership, Sales, Marketing Communications, Fundraising, Marketing, Market Research
Education
Om Wellness 2013 — 2014
Holistic Health Practitioner
Northwood University 2008 — 2010
Bachelor of Business AdministrationDual, Marketing/Management
Ithaca College 2006 — 2008
Bachelor of Science (B.S.), Marketing/Management2006
Trinity School of Natural Health
Nutritional Counseling, Foods, Nutrition, and Wellness Studies, General
Real Estate License - State of Michigan
Mengel, Metzger, Barr & Co. LLP October 2002 - Present
Skills
CPA, Auditing, GAAP, Tax Preparation, Tax, Corporate Tax, Income Tax, US GAAP, Assurance, Sales Tax
Education
State University of New York College at Geneseo 1998 — 2002
Bachelor of Science (BS), Accounting, Magna cum laude
Mengel, Metzger, Barr & Co. LLP January 2012 - Present
Genesee & Wyoming Inc. September 2010 - January 2012
Buffamante, Whipple & Buttafaro (BWB) P.C. June 2008 - September 2010
Skills
Auditing, GAAP, Internal Controls, Financial Reporting, Accounting, Tax Preparation, Tax, Financial Accounting, US GAAP, Income Tax, General Ledger, CPA, Corporate Tax, Financial Statements, Assurance, Accounts Payable, Fixed Assets, Tax Research
Education
Alfred University 2006 — 2008
Bachelor of Science, Accounting
Alfred State College - SUNY College of Technology 2003 — 2006
Associate of Science (AS), Accounting
Mengel, Metzger, Barr & Co. LLP October 2014 - Present
Family Video June 2012 - October 2014
McDonald's Corporation February 2009 - January 2014
Genesee Council on Alcoholism and Substance Abuse (GCASA) February 2011 - May 2011
Skills
Accounting, Microsoft Word, Superior Work Ethic, Highly motivated..., Highly personable, Microsoft Excel, Microsoft Publisher, PowerPoint, Public Speaking, Customer Service, Dependable Team Player
Education
State University of New York College at Brockport 2012 — 2014
Bachelor of Science (BS) - 150 Credit Hours, Accounting
State University of New York College at Plattsburgh 2011 — 2012
Accounting
Genesee Community College 2009 — 2011
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Oakfield-Alabama Central School 1996 — 2009
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Mengel, Metzger, Barr & Co. LLP September 2007 - Present
Ferguson Hall Co., Inc. June 2004 - December 2007
Schaffner Knight Minnaugh & Co. 2002 - 2004
Skills
Public Relations, Marketing, Advertising, New Business Development, Small Business, Business Planning, Brand Development, Contract Negotiation, Team Building, B2B, Proposal Writing, Project Planning, Process Improvement, Time Management, Strategy, Management, Strategic Planning, Budgets, Marketing Strategy, Social Media Marketing, Marketing Communications, Accounting
Education
Gannon University 2002 — 2004
MBA Course Work
Edinboro University of Pennsylvania 1998 — 2002
Bachelor of Science (B.S.), Business Administration/Marketing
Mengel, Metzger, Barr & Co. LLP October 2014 - Present
Mengel, Metzger, Barr & Co. LLP June 2013 - August 2013
Provvidenza & Wright CPA's LLC January 2012 - April 2013
Accor May 2012 - July 2012
U.S. Chamber of Commerce June 2011 - August 2011
Skills
Accounting, Financial Accounting, Data Analysis, Financial Analysis, QuickBooks, General Ledger, Research, Adobe Acrobat, ProSystem fx Tax, ProSystem fx Engagement
Education
State University of New York College at Geneseo 2013 — 2014
Master of Science (MS), Accounting
State University of New York College at Geneseo 2009 — 2012
B.S., Accounting
Corning Incorporated June 2015 - August 2015
Mengel, Metzger, Barr & Co. LLP June 2014 - July 2014
Corning Museum of Glass May 2013 - August 2013
Olympia Sports August 2011 - January 2013
Skills
Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Video Editing, Social Media, Psychology, Sociology, Sales, Retail, Teamwork
Education
State University of New York at Albany 2012 — 2016
Mengel, Metzger, Barr & Co. LLP October 2003 - Present
Skills
Non profit auditing and..., IRS Form 990, Personal Tax, Charter School auditing..., Auditing, Governmental Auditing, Financial Reporting, Accounting, Internal Audit
Education
Rochester Institute of Technology 2000 — 2003
BS, Accounting
Mengel, Metzger, Barr & Co. LLP June 2014 - Present
JML Optical Industries, LLC July 2013 - June 2014
Genesee Valley Trust January 2008 - July 2013
New York Chiropractic College January 2004 - January 2010
Abplanalp’s Canandaigua January 2006 - January 2008
NYSUM January 2005 - January 2006
Skills
Microsoft Office, Marketing, Teamwork, Customer Service, Social Media, Time Management, Nonprofits, Event Planning, Team Building, Coloring, Hair Styling, Men's Cuts, Sales, Telecommunications, Executive..., Administrative Support, Public Speaking, Leadership, Adobe Acrobat, Business Development, Administrative...
Education
Center for Financial Training 2008 — 2013
Financial Services & Marketing, Business Administration
Continental School of Beauty 2012 — 2012
Cosmetology, Hair Stylist
Monroe Community College 2012 — 2012
Continuing Education, Business Administration and Management, General
Word of Life College
2 Year Degree, Not-for-Profit
Watkins Glen International April 2012 - Present
Economic Opportunity Program, Inc April 2007 - December 2011
World Kitchen 2011 - 2011
Mengel, Metzger, Barr & Co. LLP April 2006 - April 2007
Kirby Beals Maier, CPAs May 2005 - April 2006
Skills
Account Reconciliation, Bank Reconciliation, Accounts Payable, Consolidation, Financial Reporting, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Accounts Receivable, Balance, Cash Flow, Accounting, QuickBooks, Sarbanes-Oxley, Project Accounting
Education
Elmira College 2009 — 2010
Accounting & Business Adminitration
Corning Community College 2001 — 2003
Associate of Arts and Sciences (AAS), Accounting
Mengel, Metzger, Barr & Co. LLP October 2013 - Present
Mengel, Metzger, Barr & Co. LLP November 2009 - September 2013
Pacific Sunwear October 2004 - March 2008
Skills
Personal Income Tax..., QuickBooks, 1099 Preparation, Microsoft Excel, Microsoft Word, Accounts Receivable, Accounts Payable, Customer Service, Training, Hiring, Interviews
Education
Ithaca College 2001 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Horseheads High School 1997 — 2001
Chemung County Nursing Facility April 2010 - Present
Mengel, Metzger, Barr & Co. LLP September 2004 - April 2010
Skills
Financial Accounting, Financial Reporting, Customer Service, GAAP, Accounting, Small Business, Sales Tax, Tax Preparation, General Ledger, Auditing, Internal Controls, Financial Statements
Education
Mansfield University of Pennsylvania 2001 — 2003
BS, Accounting
Mengel, Metzger, Barr & Co. LLP December 2012 - Present
EFP Rotenberg, LLP November 2007 - December 2012
Skills
Financial Reporting, GAAP, Auditing, Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Accounting, Financial Statements, US GAAP, Tax, Tax Preparation, QuickBooks, Internal Controls, Income Tax, General Ledger, Fixed Assets, CPA, Corporate Tax
Education
Lycoming College 2003 — 2007
Accounting & Finance
Mengel, Metzger, Barr & Co. LLP December 2012 - Present
Town and Country Family Restaurant June 2005 - Present
Skills
Microsoft Excel, PowerPoint, Accounting, Financial Reporting, Microsoft Office
Education
Monroe Community College
Rochester Institute of Technology 2011 — 2014
Accounting and Finance
Monroe Community College
Gates Chili High School
Mengel, Metzger, Barr & Co. LLP August 2014 - Present
Ashford Advisors LLC September 2013 - August 2014
DeMott &Smith, PC November 2011 - August 2013
DeJoy, Knauf & Blood, LLP January 2003 - October 2011
Skills
Accounting, Financial Reporting, Internal Controls, Tax, GAAP, US GAAP, Financial Analysis, Corporate Tax, CPA, General Ledger, Tax Preparation, Financial Accounting, Property Tax, Forecasting, Budgets, Investments, Accounts Payable, Strategic Financial..., Accounts Receivable, Partnership Taxation, Income Tax, Financial Statements, Fixed Assets, Revenue Recognition, S Corporations, Cash Flow
Education
SUNY Geneseo 2001 — 2003
B.S, Accounting
Mengel, Metzger, Barr & Co. LLP November 2014 - Present
Manning & Napier Advisors August 2012 - October 2014
Mengel, Metzger, Barr & Co. LLP January 2007 - August 2012
Skills
Tax, Corporate Tax, Income Tax, Accounting, GAAP, Financial Accounting, Auditing, Financial Reporting, Internal Controls, US GAAP, Financial Analysis, Financial Statements, QuickBooks, CPA, Tax Preparation, General Ledger, Personal Tax Planning
Education
St. John Fisher College
Bachelor’s Degree, Accounting
GateHouse Media June 2015 - Present
Mengel, Metzger, Barr & Co. LLP October 2013 - May 2015
The Iroquois Group October 2011 - May 2013
Xerox June 2012 - August 2012
St. Bonaventure University November 2010 - April 2012
First Investors Corporation June 2011 - August 2011
Skills
Financial Reporting, Spreadsheets, Accounting, Microsoft Excel, Microsoft Office, Tax Returns, Income Tax, QuickBooks, Auditing, Accounts Payable, Account Reconciliation, Outlook, Financial Statements, Fixed Assets, Peachtree, GAAP, Assurance
Education
St. Bonaventure University 2012 — 2013
Master of Business Administration (MBA), Accounting
Saint Bonaventure University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
ETAK Systems, Inc. January 2012 - Present
JMS Solutions Inc. February 2006 - January 2012
Beacon Industrial Group October 1999 - January 2006
Liberty Precision Industries July 1998 - September 1999
Mengel, Metzger, Barr & Co. LLP September 1993 - June 1998
Skills
Accounting, Auditing
Education
State University of New York College at Fredonia 1991 — 1993
Bachelor of Science, Accounting
Monroe Community College 1989 — 1991
Associates, Accounting
Mengel, Metzger, Barr & Co. LLP October 2014 - Present
SUNY Geneseo September 2013 - December 2013
IRS VITA/TCE Program at SUNY Geneseo January 2013 - April 2013
New Visions for Public Schools May 2012 - August 2012
Education
SUNY Geneseo 2013 — 2014
Master of Science (M.S.), Accounting
SUNY Geneseo 2009 — 2013
Bachelor of Science (B.S.), Accounting
Vieira & Associates, CPAs, P.C. June 2015 - Present
Dropclutch 2004 - Present
Piaker & Lyons, CPA's July 2014 - June 2015
Mengel, Metzger, Barr & Co. LLP January 2014 - April 2014
GrammaTech July 2013 - December 2013
Broome County Office of Audit and Control May 2013 - July 2013
Sure Temp February 2009 - July 2012
GHS Federal Credit Union December 2011 - March 2012
Amphenol Aerospace May 2008 - February 2009
Skills
Customer Service, Microsoft Excel, QuickBooks, PeopleSoft, Sales & Use Tax
Education
Ithaca College 2012 — 2013
Master of Business Administration (MBA); Accounting
Broome Community College 2011 — 2012
Accounting
Ithaca College 2005 — 2007
Bachelors, Business Administration/Marketing
Whitney Point High School 1999 — 2003
Mengel, Metzger, Barr & Co. LLP July 2015 - Present
Baker Tilly Virchow Krause, LLP January 2015 - June 2015
ParenteBeard January 2013 - October 2014
APPEK November 2012 - December 2012
Holdren's Hauling, Inc 2011 - December 2012
Custom Courier Solutions 2010 - 2011
Skills
Accounting, Logistics, Research, Tax Research, Public Speaking, Microsoft Word, Microsoft Excel, Marketing Strategy
Education
Marywood University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Rochester Institute of Technology 2008 — 2009
Mechanical Engineering Technologies
The Bonadio Group September 2015 - Present
Rochester Young Professionals July 2013 - Present
Mengel, Metzger, Barr & Co. LLP October 2013 - September 2015
Mengel, Metzger, Barr & Co. LLP March 2013 - September 2013
Mengel, Metzger, Barr & Co. LLP October 2011 - February 2013
Mengel, Metzger, Barr & Co. LLP October 2010 - September 2011
Mengel, Metzger, Barr & Co. LLP October 2008 - September 2010
Gallo & Iacovangelo, Attorneys at Law May 2007 - August 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, GAAP, Tax, ProSystem fx Tax, Income Tax, Tax Preparation, Cash Flow, Employee Benefits, CPA, Financial Statements, US GAAP, Assurance, Fixed Assets, Financial Accounting, Corporate Tax
Education
State University of New York College at Fredonia 2004 — 2008
Bachelor of Science (B.S.), Accounting
Fairport High School 2000 — 2004
Gaines Kriner Elliott LLP September 2007 - November 2011
Mengel, Metzger, Barr & Co. LLP October 2005 - July 2007
Education
State University of New York College at Fredonia 2001 — 2005
Bachelors, Accounting
National Gypsum Company July 2013 - Present
Compass Group North America February 2011 - July 2013
BDO USA, LLP October 2007 - February 2011
Mengel, Metzger, Barr & Co. LLP October 2004 - March 2007
General Motors June 1999 - March 2004
Xerox Corporation June 1994 - June 1999
Skills
Auditing, Accounting, Forecasting, Internal Controls, Budgets, GAAP, Finance, Financial Statements, Management, Strategy, Accounts Receivable, IFRS, Corporate Finance, Fixed Assets, CPA, Project Management, Consolidation, Manufacturing, Assurance, Analytics
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2003
MBA, Public Accounting, Finance, Competitive & Organizational Strategy
Alfred University 1992 — 1997
BS, Ceramic Engineering
Mengel, Metzger, Barr & Co. LLP October 2012 - Present
SUNY Brockport August 2011 - May 2012
H&R Block January 2011 - April 2012
Erin Volunteer Fire Department February 2004 - March 2012
Southern Tier Commercial Cleaning June 2006 - July 2011
Accounting Society at the College of Brockport May 2010 - May 2011
Corning Community College Student Assembly Government Association August 2007 - May 2008
Skills
Accounting, Accounts Receivable
Education
State University of New York College at Brockport 2011 — 2012
Master's degree, Forensic Accounting
State University of New York College at Brockport 2008 — 2011
Bachelors, Accounting
Corning Community College 2006 — 2008
Associates, Criminal Justice
Melton & Melton, LLP August 2015 - Present
Mengel, Metzger, Barr & Co. LLP October 2011 - July 2015
Provvidenza & Wright CPA's LLC November 2009 - October 2011
Daly, Sirianni & Co CPAs LLP 2009 - 2009
Monroe County District Attorney's Office October 2007 - May 2008
Students In Free Enterprise August 2007 - May 2008
CASH Program - United Way January 2007 - May 2008
Roberts Wesleyan College August 2006 - May 2007
Skills
Accounting, Auditing, QuickBooks, Financial Reporting, Tax, Microsoft Excel, Financial Analysis, Financial Accounting, General Ledger, PowerPoint, Microsoft Office, GAAP, Tax Preparation, Financial Statements, CPA, US GAAP, ProSystem fx Tax, Income Tax, Assurance, Fixed Assets, CCH ProSystem fx, Tax Returns, Partnership Taxation, Accounts Payable, Accounts Receivable, Tax Research, Internal Controls, Payroll, Sales Tax
Education
Roberts Wesleyan College 2003 — 2008
Bachelors, Accounting and Information Management
KPMG US September 2014 - Present
PwC September 2012 - September 2014
Mengel, Metzger, Barr & Co. LLP December 2009 - April 2011
Skills
Accounting, Management, Financial Reporting, Teamwork, Microsoft Office, Auditing, US GAAP
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master of Science, Accounting
Nazareth College of Rochester 2007 — 2011
Bacehlor of Science, Accounting
Mengel, Metzger, Barr & Co. LLP October 2010 - April 2011
Monro Muffler Brake September 2009 - October 2010
Education
State University of New York College at Brockport 2007 — 2009
Corning Community College 2005 — 2007
Associates, Business Administration
Rizzo DiGiacco & Hern, CPA September 2015 - Present
Mengel, Metzger, Barr & Co. LLP October 2010 - September 2015
Nazareth College of Rochester August 2006 - May 2011
The Bonadio Group June 2010 - August 2010
The Bonadio Group June 2009 - August 2009
Mengel, Metzger, Barr & Co. LLP December 2008 - May 2009
Skills
Audit, Tax, QuickBooks, Business, Accounting, Financial Reporting, GAAP, General Ledger, Financial Accounting, Income Tax, US GAAP, Charter Schools, Auditing, Assurance, Financial Statements, CPA, Internal Controls, Microsoft Excel
Education
Nazareth College 2006 — 2011
Master's degree, Accounting
Nazareth College of Rochester 2006 — 2011
Masters of Science, Accounting
High Falls Advisors, Inc. May 2014 - Present
Ken Burke International, Inc May 2009 - Present
FocalPoint Coaching of New York November 2008 - April 2014
Mengel, Metzger, Barr & Co. LLP November 1990 - April 2009
Ernst & Young September 1986 - November 1990
Skills
Bank Financing, Succession Planning, Business Performance..., Business Exit Planning, Executive Development, Exit Strategies, Strategic Planning, Small Business, Mergers & Acquisitions, Business Planning, Leadership, Banking, Start-ups, Finance, Strategy, Team Building, Entrepreneurship, Leadership Development, Performance Improvement, Financial Analysis, Training, Executive Management, Tax, Business Development, Executive Coaching, Coaching, Management Consulting, Business Coaching, Accounting, Venture Capital, Consulting, Sales, Time Management, Business, Business Strategy
Education
Niagara University 1982 — 1986
BBA, Accounting
Seton Hall Prep 1978 — 1982
iProcess Online, Inc. August 2013 - Present
PCIGC January 2012 - June 2013
Jos. A. Bank Clothiers August 2007 - December 2012
Mengel, Metzger, Barr & Co. LLP February 2009 - March 2010
Education
Elmira College 2006 — 2008
Bachelor's degree, Accounting
Corning Community College 2003 — 2005
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Professional Tutoring Services October 2012 - June 2014
Churchville-Chili CSD September 2012 - June 2014
Gates-Chili CSD September 2012 - June 2014
Rochester Baby Signs January 2011 - June 2013
Crocodile Rock Entertainment, Inc. September 2004 - August 2012
Volunteers of America Children's Center January 2012 - June 2012
Gates-Chili Cooperative Nursery School August 2009 - June 2010
The Goddard School August 2008 - June 2009
Ooey Gooey Playschool February 2008 - June 2008
Mengel, Metzger, Barr & Co. LLP October 2003 - September 2004
Skills
Guided Reading, Child Development, Classroom Management, Instructional Design, Differentiated..., Lesson Planning, Teaching, Curriculum Design, Special Education, Copy Editing, Childcare, Wordpress, Website Development, WordPress, Early Childhood..., Elementary Education, Tutoring, Literacy, Curriculum Development, Microsoft Office
Education
State University of New York College at Buffalo 2005 — 2007
Masters, Early Childhood Education
SUNY Potsdam 1993 — 1996
Bachelors, English
Jefferson Community College 1993 — 1994
Associate of Science (A.S.), Math/Science
Mengel, Metzger, Barr & Co. LLP May 2014 - Present
Quad A For Kids September 2014 - Present
Grant Thornton LLP October 2010 - May 2014
HFS Chicago Scholars June 2011 - August 2013
Huron Consulting Group August 2007 - October 2010
Chicago 2016 February 2008 - April 2009
PricewaterhouseCoopers June 2006 - August 2006
Skills
Due Diligence, Accounting, Financial Analysis, Financial Modeling, Forensic Accounting, Mergers, CPA, Financial Reporting, Leadership
Education
University of Notre Dame 2003 — 2007
BA, Accountancy
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor's, Accounting
Fairport High School 2000 — 2003
KPMG US December 2014 - Present
M&T Bank December 2013 - November 2014
Hein & Associates September 2012 - December 2013
Mengel, Metzger, Barr & Co. LLP December 2010 - September 2012
AXA Advisors May 2010 - September 2010
Skills
Accounting, Financial Reporting, Inventory Management, Tax, Auditing, General Ledger, Data Analysis, Customer Service, Finance, Microsoft Office, Assurance, PowerPoint, Time Management, Cost Accounting, ProSystem fx Tax, US GAAP, Financial Accounting, QuickBooks, Internal Controls, Financial Statements, Corporate Tax, Tax Research, Partnership Taxation, Internal Audit, Microsoft Excel, Microsoft Word, Sarbanes-Oxley Act, CCH ProSystem fx, Business Valuation, SAP, Process Improvement, Bank Reconciliation, Financial Audits, GAAP, Financial Analysis, CPA, Accounts Payable
Education
Niagara University 2010 — 2011
MBA, Accounting
Niagara University 2006 — 2009
B.A., Accounting
Mengel, Metzger, Barr & Co. LLP Board MemberArtPeace Inc.2010 - Present
Outback Steakhouse April 2005 - May 2010
Dixon Schwabl Advertising 2002 - 2002
Education
Nazareth College 2010 — 2012
MA Art Education, Initial Certification
Nazareth College 2003 — 2007
BS, Studio Art, Professional Communications
Step by Step of Rochester, Inc. April 2003 - Present
Mengel, Metzger, Barr & Co. LLP 1984 - Present
Education
State University of New York College at Buffalo 1980 — 1984
Mengel, Metzger, Barr & Co. LLP September 2013 - Present
MediSked, LLC May 2013 - August 2013
Dixon Schwabl Advertising January 2013 - May 2013
Eannace Funeral Home, Inc. October 2007 - January 2013
Table Toppers Event Design August 2012 - December 2012
Post Central May 2012 - August 2012
Skills
Time Management, Facebook, Marketing, Public Speaking, Event Management, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Windows, Excel, Writing, Word, Twitter, Business Development, Microsoft Word, Event Planning, Social Media, Advertising, Public Relations
Education
State University of New York College at Geneseo 2011 — 2013
Bachelor of Science, Business Administration
Mohawk Valley Community College-Utica Branch 2009 — 2011
Associate Degree, Business Administration
Bailey, Carr & Co. CPAs June 2005 - Present
NYSSCPA 1983 - Present
The Institute of Management Accountants 1983 - Present
The Institute of Management Accountants June 2008 - June 2014
COAP NYSSCPA 2003 - 2009
EFP Group October 1993 - June 2005
Mengel, Metzger, Barr & Co. LLP 1983 - 1993
Kasdin Saiger Gould, CPAs 1981 - 1983
Skills
Tax, Accounting, CPA, Financial Reporting, GAAP, Multistate tax issues, Sales & Use Tax, Bankruptcy Tax, Insolvency Tax issues, Small Business Tax, Cost Accounting, Tax Research, Income Tax, Internal Controls, Leadership, Managerial Finance, Forecasting, Auditing, US GAAP, Tax Preparation, Financial Analysis, Organizational..., Small Business, Tax Returns, Financial Statements, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Fixed Assets, Cash Flow, QuickBooks, Account Reconciliation, Variance Analysis, Peachtree, Corporate Tax, Sarbanes-Oxley
Education
State University of New York College at Fredonia 1971 — 1981
BS, Accounting
Mengel, Metzger, Barr & Co. LLP October 2013 - Present
Mengel, Metzger, Barr & Co. LLP October 2012 - September 2013
Mengel, Metzger, Barr & Co. LLP January 2011 - September 2012
ASG Security 2007 - 2009
Skills
Auditing, Accounting, Financial Reporting, GAAP, QuickBooks, General Ledger, Financial Accounting, US GAAP, Internal Controls, Financial Statements, Accounts Payable, Fixed Assets, Assurance, Payroll, Accounts Receivable, Cash Flow
Education
Catawba College
Bachelor of Arts (B.A.), History
Saint John Fisher College
Accounting
Mengel, Metzger, Barr & Co. LLP June 2014 - August 2014
Lauderdale Center for Student Health & Counseling August 2011 - May 2014
YMCA Camp Bayview May 2011 - September 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Time Management, Public Speaking, Accurate Data Entry, Customer Service, Teamwork, PowerPoint, Social Media, QuickBooks, Leadership Development
Education
University at Buffalo 2014 — 2015
Masters of Accounting, Specialization: Taxation
SUNY Geneseo 2010 — 2014
Bachelor of Science Degree in Accounting
Home Properties November 2012 - February 2014
Sutherland Global Services February 2008 - February 2012
Bausch + Lomb April 2003 - February 2008
Bausch + Lomb Gmbh May 2002 - April 2003
Bausch + Lomb October 1997 - May 2002
Mengel, Metzger, Barr & Co. LLP 1992 - 1997
Skills
Risk Assessment, Sarbanes-Oxley, Policy Implementation, Auditing Processes, Internal Controls, Operating Budgets, Risk Management, Corporate Governance, Project Management
Education
St. Bonaventure University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting, Graduated with Honors
SUNY Agricultural & Technical College at Alfred
Associate of Arts and Sciences (A.A.S.), Accounting
DeJoy, Knauf & Blood, LLP June 2009 - Present
Mengel, Metzger, Barr & Co. LLP October 2008 - April 2009
Pheterson, Stern, Calabrese & Neilans, LLP June 2008 - October 2008
Skills
Corporate Tax, Tax Preparation, Fixed Assets, Research, Bookkeeping, Staff Management, Staff Development
Education
SUNY Geneseo 2007 — 2008
Master's degree, Accounting
SUNY Geneseo 2003 — 2007
Bachelor's degree, Accounting
P. Gerard Sokolski, CPA October 2003 - Present
Mengel, Metzger, Barr & Co. LLP September 1978 - Present
Mengel, Metzger, Barr & Co. LLP September 1978 - September 2003
Peat Marwick September 1967 - August 1975
Skills
Tax, Accounting, Income Tax, Auditing, Financial Reporting, GAAP, General Ledger, QuickBooks, Tax Preparation, Internal Controls, Financial Accounting, Business Valuation, Corporate Tax, Financial Analysis, Accounts Payable, Partnership Taxation, CPA, Tax Research, Assurance, Tax Advisory, US GAAP, Financial Statements, Tax Returns, Tax Accounting, Forensic Accounting, Cash Flow, Estate Tax Planning, Financial Planners, Internal Audit, Payroll, Financial Planning
Education
Saint John Fisher College 1959 — 1963
BBA, Accounting
McQuaid Jesuit High School 1955 — 1959
EFP Rotenberg, LLP July 2015 - Present
US Navy Reserve December 2004 - Present
Sciarabba Walker & Co., LLP - Certified Public Accountants December 2013 - May 2015
Mengel, Metzger, Barr & Co. LLP February 2013 - April 2013
HSBC Bank, USA November 2010 - May 2011
MetLife December 2007 - July 2010
M&T Bank September 2005 - September 2007
Skills
Investments, Financial Services
Education
Ithaca College 2011 — 2013
Master, Business Administration
Elmira College 2006 — 2010
Bachelors Science, Accounting
World Kitchen, LLC June 2015 - Present
Eldridge Park Carousel Preservation Society April 2014 - Present
Dustin M Sramek, CPA January 2014 - Present
Elmira College October 2013 - June 2015
Elmira College January 2015 - April 2015
Mengel, Metzger, Barr & Co. LLP September 2010 - September 2013
Ciaschi, Dietershagen, Little, Mickelson June 2009 - September 2010
Verizon Wireless (Worldwide Wireless) October 2004 - May 2008
Le Moyne College August 2006 - May 2007
Skills
QuickBooks, Accounting, GAAP, ProSystem fx Tax, General Ledger, Internal Controls, Microsoft Excel, Income Tax, Microsoft Office, Financial Reporting, Auditing, CCH ProSystem fx, Fixed Asset Management, Checkpoint
Education
Le Moyne College 2003 — 2009
BS, Accounting & Marketing
Coastal Carolina University 2007 — 2008
N/A, Accounting & Marketing
Insero & Company CPAs, P.C. April 2015 - Present
Bluetone Communications March 2014 - March 2015
First Allied October 2012 - February 2014
Mengel, Metzger, Barr & Co. LLP October 2012 - October 2012
Mengel, Metzger, Barr & Co. LLP August 2010 - September 2012
Fust Charles Chambers October 2007 - July 2010
Skills
Accounting, Audit, Financial Reporting, Auditing, General Ledger, Budgeting, Financial Accounting, GAAP, Fixed Assets
Education
SUNY Geneseo 2003 — 2007
B.S., Accounting
Mengel, Metzger, Barr & Co. LLP October 2010 - Present
PricewaterhouseCoopers 2005 - October 2011
Paradigm Works, Inc 2000 - 2004
Alexander, Aronson, Finning & Co., P.C. 1992 - 1998
GRANT THORNTON 1989 - 1992
KPMG Peat Marwick 1980 - 1982
Ernst & Young 1977 - 1980
Skills
Multi-State Sales Tax, Tax, Mergers, Tax Research, US Tax, General Ledger, Partnership Taxation, Corporate Tax, GAAP, Sales Tax, Income Tax, Financial Reporting, CPA, Accounting, Tax Accounting, Tax Preparation, International Tax, Tax Returns
Education
State University of New York at Buffalo - School of Management 1975 — 1977
MBA, Accounting and Business/Management
State University of New York College at Buffalo 1972 — 1975
BS, Accounting, Business
National MS Society July 2013 - Present
National MS Society November 2010 - June 2013
Women Helping Girls 2009 - 2012
National MS Society March 2006 - November 2010
Mengel, Metzger, Barr & Co. LLP 1985 - 2005
Skills
Non-profits, Fundraising, Volunteer Management, Public Speaking, Community Outreach, Board Development, Leadership Development, Nonprofits, Research, Leadership, Strategic Planning, Event Planning
Education
State University of New York College at Brockport 2010 — 2012
Masters in Public Administration, Nonprofit Management
State University of New York College at Brockport 1988 — 1992
Bachelor of Science (BS), Business Administration
Rochester Institute of Technology
Associate Degree, Business Administration
Rendina Healthcare Real Estate June 2013 - Present
Automotive Managment Services, Inc. February 2012 - May 2013
Mengel, Metzger, Barr & Co. LLP October 2009 - December 2011
BNY Mellon May 2008 - August 2008
Skills
Financial Statements, Bank Reconciliation, Journal Entries, Cash Flow, Financial Reporting, Accruals, Auditing, Financial Analysis, Internal Controls, Finance, Microsoft Excel, Microsoft Office, Management, Microsoft Word, Research, Photoshop, PowerPoint, Training, Leadership, Sales
Education
Alfred University 2005 — 2009
Bachelor of Science (B.S.), Accounting
The Bonadio Group March 2013 - Present
PwC September 2010 - March 2013
PwC June 2009 - August 2009
St. Bonaventure University January 2008 - May 2009
Mengel, Metzger, Barr & Co. LLP June 2008 - August 2008
St. Bonaventure University August 2007 - December 2007
Chemung Canal Trust Company May 2005 - August 2007
Skills
Auditing, Financial Accounting, US GAAP, Internal Controls, Accounts Payable, Finance, Financial Statements, CPA, Sarbanes-Oxley Act, Budgets, Financial Analysis
Education
Saint Bonaventure University 2006 — 2010
BBA/MBA, Accounting
ST. BONAVENTURE UNIVERSITY
Masters, Business Administration
prime3coaching March 2011 - Present
John Maxwell Team August 2012 - Present
ILS Ministries September 2010 - Present
Autocrafting Commercial Solutions January 2011 - August 2011
Mengel, Metzger, Barr & Co. LLP October 2009 - January 2011
Dollinger Associates, P.C. June 2009 - September 2009
Skills
Coaching, Motivational Speaking, Training Leadership, Professional Mentoring, Teaching, Visionary
Education
John Maxwell Certification Program 2012 — 2012
Certified Coach, Speaker and Leadership Training, Leadership and Coaching
State University of New York College at Fredonia
Bachelor of Science, Accounting
Mengel, Metzger, Barr & Co. LLP July 1988 - Present
Education
Saint Bonaventure University 1986 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Corning Communty College 1984 — 1986
Associate's degree, Business Administration
Rand Group October 2014 - Present
New-Way Consultants April 2012 - Present
OmniVue June 2012 - September 2014
Image Tag, Inc. July 2011 - April 2012
RSM McGladrey March 2008 - July 2011
GoDaddy.com January 2007 - March 2008
ePartners August 2005 - January 2007
Center Information Services, Inc. April 2004 - July 2005
The Bonadio Group March 2002 - April 2004
Mengel, Metzger, Barr & Co. LLP September 1998 - February 2002
Skills
Financials, Accounting, Payroll, Great Plains Software, Microsoft Dynamics, Software Implementation, Professional Services, Process Improvement, Accounts Payable, Budgets, Great Plains, Business Analysis, Integration, Budgeting, Requirements Analysis, Software Project..., Inventory Management, Business Process..., Best Practices, Financial Reporting, Management Reporter, FRx Report Designer, Mekorma MICR, CRG Changer, Binary Stream..., Nolan Intercompany..., SmartList, GP Report Writer, Purchasing Processes, Dynamics GP Support, Training Delivery, Training Delivery Online, Instructor-led Training, Outstanding..., Communication Skills, Excel, Microsoft Office, Account Reconciliation, Microsoft CRM, ERP, Databases, Business Process, Microsoft Excel, Microsoft Dynamics GP
Education
Finger Lakes Community College 1982 — 1985
AAS, Accounting, 3.50
Mengel, Metzger, Barr & Co. LLP February 2012 - Present
Buffalo State College September 2010 - March 2011
NOVA Casualty Company 2007 - 2011
Skills
Research, Student Development, Student Affairs, PowerPoint, Recruiting, Microsoft Word, Microsoft Office, Event Planning, Microsoft Excel, Financial Reporting, Insurance
Education
State University of New York College at Buffalo 2009 — 2010
Higher Education Administration, Student Development
SUNY Fredonia 2001 — 2005
Bachelor of Science, English
Mengel, Metzger, Barr & Co. LLP October 2008 - Present
Cunningham, Stauring & Associates Inc. July 2005 - September 2008
Skills
Corporate & Partnership..., Individual Taxation, Tax Planning, Tax Preparation, Corporate Tax, Income Tax, Tax Returns, Tax Accounting, Tax, CPA, QuickBooks, Financial Accounting
Education
Alfred University 2006 — 2008
Bachelor of Science (B.S.), Accounting
Alfred State College - SUNY College of Technology 2004 — 2006
Associate of Applied Science (A.A.S), Accounting
Antonoff & Co. August 2014 - Present
Hein & Associates November 2011 - February 2014
Mengel, Metzger, Barr & Co. LLP October 2008 - September 2011
WinnCompanies May 2007 - October 2008
Viele Solimano Swagler & Chapman CPA PC December 2007 - April 2008
Excellus BCBS September 2006 - May 2007
Skills
Auditing, Accounting, Internal Controls, General Ledger, Financial Reporting, US GAAP, GAAP, Tax Preparation, Income Tax, Financial Statements, Corporate Tax, Tax, Internal Audit, SOX 404, Risk Assessment, SOX Compliancy, External Audit, QuickBooks, Sarbanes-Oxley Act, Financial Analysis, Cash Flow, Variance Analysis, ProSystem fx Tax, Nonprofits, Caseware
Education
Nazareth College of Rochester 2004 — 2008
Bachelor of Science (BS), Accounting
Elmira College July 2013 - Present
Elmira College February 2011 - June 2013
Elmira College September 2009 - June 2013
Mengel, Metzger, Barr & Co. LLP January 2012 - February 2013
Greater Elmira Tennis Association June 2010 - August 2012
Skills
Financial Accounting, Sports Information, Marketing Strategy, Social Media Marketing, Budgets, Market Research, Microsoft Office, Public Speaking, Customer Service, Event Planning, Nonprofits
Education
Elmira College 2013 — 2015
Master’s Degree, Management
Elmira College 2009 — 2013
Bachelor of Science (B.S.), Accounting and Marketing
Elmira College
JC Jones & Associates April 2013 - Present
Mengel, Metzger, Barr & Co. LLP November 2010 - April 2013
Covered Wagon Tours, LLC July 2010 - November 2010
American Rock Salt Company, LLC July 2009 - July 2010
Mengel, Metzger, Barr & Co. LLP October 2004 - July 2009
Skills
Financial Reporting, GAAP, Revenue Recognition, CPA, Variance Analysis, Forecasting, Assurance, Financial Statements, Budgets, Cash Flow, Cost Accounting, Corporate Finance, Financial Audits, External Audit, Cash Flow Forecasting, Financial Statement..., SOX 404, Management Consulting, Financial Forecasting, Financial Analysis, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, US GAAP, Management, Financial Accounting
Education
State University of New York College at Geneseo 2002 — 2004
BS, Accounting
Campbell University 1999 — 2001
Lovin'cup, LLC August 2008 - Present
Nichols Construction Team April 1998 - Present
Lakefront Soccer Club (WSA) 2009 - Present
Mengel, Metzger, Barr & Co. LLP 1992 - 1997
Education
Rochester Institute of Technology 1989 — 1992
SCB, Accounting
Davie Kaplan, CPA, P.C. July 2011 - Present
Davie Kaplan, CPA, P.C. May 2009 - July 2011
Mengel, Metzger, Barr & Co. LLP May 2008 - May 2009
Mengel, Metzger, Barr & Co. LLP May 2006 - May 2008
Skills
Tax, Business Valuation, Auditing, Corporate Tax, Sales Tax, Tax Preparation, Income Tax, US GAAP, CPA, GAAP
Education
Ithaca College 1991 — 1995
Bachelor of Science, Accounting
Mengel, Metzger, Barr & Co. LLP December 1994 - Present
Ernst & Young May 1984 - November 1994
Skills
Accounting, Financial Reporting, Tax, Auditing, GAAP, Income Tax, US GAAP, Internal Controls, Corporate Tax, Tax Accounting, Financial Statements, Financial Analysis, Business Valuation, Tax Preparation, General Ledger, Budgets, Financial Accounting, Tax Research, Assurance, Accounts Receivable, CPA, Cash Flow, QuickBooks, Mergers & Acquisitions, Partnership Taxation, Corporate Finance, Revenue Recognition, Forensic Accounting, Sarbanes-Oxley Act, Finance, Cost Accounting, US Tax, Cash Management, Tax Law, ProSystem fx Tax, Payroll, Accounts Payable, Strategic Financial...
Education
University of Notre Dame 1978 — 1982
BBA, Accounting
Mengel, Metzger, Barr & Co. LLP
Skills
Tax Advisory, Succession Planning, Business Consulting, Mergers and Acquisitions, Estate Planning, Tax, Corporate Tax, Management Consulting, Financial Reporting, Income Tax, Auditing, Accounting, GAAP
Education
Saint Bonaventure University 1972 — 1976
BBA, Accounting
Mengel, Metzger, Barr & Co. LLP December 2006 - Present
Sardone, Robinson & Schnell LLP December 1999 - December 2006
Deloitte & Touche LLP September 1997 - December 1999
Skills
Business Valuation, Tax, Start-ups, Income Tax, Accounting, Quickbooks, Financial Reporting, Auditing, Audit, Strategic Planning, Budgeting, Mergers, Compilation Of..., Independent Business..., Management Consulting, Corporate Tax, Multi-state tax returns, Business Tax Planning, Corporate Tax Planning, QuickBooks, Budgets, Mergers & Acquisitions, US GAAP, GAAP, Tax Preparation, Tax Research, Partnership Taxation, Internal Controls, Financial Accounting, Assurance, Financial Statements, General Ledger, Financial Analysis, Sales Tax, Cash Flow, Internal Audit, SEC filings, CPA
Education
Canisius College
Bachelor's degree, Accounting
McQuaid Jesuit
Corning, Inc February 2014 - Present
Corning Credit Union March 1993 - July 1999
Mengel, Metzger, Barr & Co. LLP January 1986 - March 1993
Skills
Real Estate, Financial Analysis, Negotiation, Contract Negotiation, Cost Reduction, Technical Accounting, Sarbanes Oxley, Space Planning, Benchmarking, Community Hospitals, Portfolio Management, Six Sigma, Project Management, Creative Problem Solving, Warehouse Management, Country Clubs, Facilities Management, Due Diligence, Corporate Real Estate, Financial Modeling, Sarbanes-Oxley, Space planning, Market Analysis, Cross-functional Team..., Budgets, Accounting, Real Estate Development, Strategy, Mergers & Acquisitions, Forecasting, Investment Properties, New Business Development, Finance, Management, Process Improvement
Education
NYU SCPS 2011 — 2013
Certificate in Global Real Estate, Real Estate, A
Harvard Business School 2011 — 2011
Real Estate
State University of New York at Binghamton 1983 — 1985
Bachelor's degree, Accounting
Binghamton University - School of Management 1983 — 1985
BS, Accounting
Cornell University - Johnson Graduate School of Management
Executive Education program
Corning Community College 1981 — 1983
Associate of Science (A.S.), Business Administration
University of California, Berkeley
Executive Education Program
Mengel, Metzger, Barr & Co. LLP October 2006 - Present
Education
State University of New York College at Oswego 1997 — 2001
Penfield High School
LANXESS February 2014 - Present
LANXESS January 2014 - Present
LANXESS October 2011 - December 2013
KPMG July 2011 - October 2011
KPMG January 2011 - June 2011
Mengel, Metzger, Barr & Co. LLP October 2009 - December 2010
Skills
Strategy, Accounting, Business Strategy, Finance, Public Speaking, Mergers & Acquisitions, Management, Strategic Planning, Forecasting, Internal Audit, Management Consulting, Valuation, Budgets, Analysis, Market Analysis, Market Research, Negotiation, Program Management, Chemistry, Manufacturing, Polymers, Account Management, Key Account Management, OEMs, Engineering Plastics, Automotive, Sales, Plastics, Restructuring, Cost Control, Biochemistry, Business Planning, Financial Analysis, Competitive Analysis, Financial Modeling, International Business
Education
University of Rochester - William E. Simon School of Business 2008 — 2011
M.B.A., Competitive & Organizational Strategy, 3.5
Duquesne University 2004 — 2008
B.S. B.A., Accounting, Accounting/Information Systems, Information Systems Management, 3.4
Mengel, Metzger, Barr & Co. LLP September 1999 - Present
Manning & Napier Advisors 1994 - 1999
Skills
Financial Institutions, Employee Benefits, GAAP, Auditing, US GAAP, QuickBooks, Internal Controls, Corporate Tax, Tax Preparation, Assurance, Mergers & Acquisitions, Income Tax, Financial Analysis, CPA, Tax, Financial Reporting, Partnership Taxation
Education
Niagara University 1990 — 1994
Mengel, Metzger, Barr & Co. LLP October 2011 - Present
Kasperski Owen & Dinan CPAs, LLC October 2007 - September 2011
Rotenberg & Co. LLP November 2001 - September 2007
Deloitte August 1999 - July 2001
Brovittz, Insero, Kasperski, CPA's 1988 - 1999
Skills
Financial Statements, S Corporations, Corporate Tax, Financial Accounting, Income Tax, GAAP, Tax
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Genesee & Wyoming Inc. May 2009 - Present
Global Crossing June 2005 - August 2008
Mengel, Metzger, Barr & Co. LLP September 2001 - June 2005
Skills
Financial Reporting, Accounting, Audit, Auditing, US GAAP, SEC filings, CPA, Financial Statements, GAAP, Account Reconciliation, External Audit, General Ledger, Tax Preparation, Financial Analysis, Process Improvement, Internal Controls, Budgets, Variance Analysis
Education
State University of New York College at Geneseo 1996 — 2000
BS, Accounting
Klockner September 2014 - Present
All-Clad Metalcrafters November 2013 - March 2014
Mylan Pharmaceuticals July 2010 - November 2013
World Kitchen November 2004 - October 2009
World Kitchen March 2001 - November 2004
World Kitchen January 2001 - March 2001
World Kitchen April 2000 - January 2001
Corning Incorporated June 1997 - April 2000
Corning Incorporated June 1996 - June 1997
Mengel, Metzger, Barr & Co. LLP September 1995 - March 1996
Skills
SAP, Budgeting, Cost Accounting, Cost Reduction, Six Sigma, Forecasting, General Ledger, Standards Development, Staff Supervision, Accounting, Financial Analysis, Excel, Problem Solving, Team Management, Data Analysis, Financial Modeling, Manufacturing Cost, Year-end Close, Cost Variance Analysis, Variance Analysis, Variance Explanations, SAP FICO, Sarbanes-Oxley, Cost Reporting, Cost Benefit, Mentoring, SAP Financial, Financial Reporting, Internal Controls, Budgets, Microsoft Excel, Business Process..., Process Improvement, Sarbanes-Oxley Act, Supply Chain, Account Reconciliation
Education
University at Albany, SUNY 1991 — 1995
Bachelor of Science, Accounting
Horseheads Highschool
Mengel, Metzger, Barr & Co. LLP January 2009 - April 2009
JPMorgan Chase 2003 - 2008
Salmin, Celona, Wehrle & Flaherty, LLP 2002 - 2003
Rotenberg & Company, LLP 2000 - 2002
Daitz, Rice, Gillette & Sardone, LLP 1990 - 2000
Education
Rochester Institute of Technology
Bachelor's, Accounting
Schuyler Hospital October 2012 - Present
Mengel, Metzger, Barr & Co. LLP October 2008 - October 2012
Education
State University of New York College at Brockport 2005 — 2008
BA, Accounting
OptiPro Systems March 2011 - Present
Mengel, Metzger, Barr & Co. LLP October 2008 - March 2011
Rotenberg and Co 2007 - 2008
Education
Canisius College 2003 — 2007
Accounting
Edger Enterprises, Inc. March 2003 - Present
Mengel, Metzger, Barr & Co. LLP August 1977 - February 2002
Skills
Budgets, Great Plains Software, Tax, Accounting, Financial Reporting, Payroll, Process Improvement, Strategic Planning, Auditing, Microsoft Excel, Tax Preparation, Training, General Ledger, QuickBooks, Account Reconciliation, Internal Controls, Accounts Payable
Education
Finger Lakes Community College 1975 — 1977
AAS
Spring11, LLC July 2015 - Present
Torchlight Investors December 2014 - June 2015
Belltower Books October 2010 - May 2013
Stephano Slack August 2010 - October 2010
Mengel, Metzger, Barr & Co. LLP October 2009 - July 2010
Skills
Financial Analysis, Accounting, Financial Accounting, Financial Reporting, Budgets, Microsoft Excel, Finance, Internal Controls, GAAP, Auditing, CPA, Microsoft Office, PowerPoint, Tax, Microsoft Word, Forecasting, Customer Service, Management, Leadership, Fantasy Football, QuickBooks, US GAAP, General Ledger, SEC Compliance, CMBS, Special Servicing, Breathwork, Fantasy Illustration, Tween, Order Taking, Indie Rock, Trampolining, Counterterrorism, Forrester, Javelin, Crochet, Chewing Gum, Sarbanes-Oxley Act, Android, Punch Lists, Arithmetic, Drinking Water, Halloween Costume, Fantasy Art, Daydreaming, Krav Maga, Bachelorette Parties, Storytelling, Piano Moving, Spring Cleaning
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2013 — 2014
Master of Science (MS), Real Estate Development
University of Virginia 2008 — 2009
MS, Accounting - Tax Consulting
Elmira College 2004 — 2008
BS, Accounting, Business Administration, Economics
Salesianum 2000 — 2004
Mengel, Metzger, Barr & Co. LLP October 2013 - Present
Mengel, Metzger, Barr & Co. LLP October 2012 - September 2013
Mengel, Metzger, Barr & Co. LLP October 2010 - September 2012
Mengel, Metzger, Barr & Co. LLP December 2008 - September 2010
Skills
GAAP, Accounting, General Ledger, Financial Reporting, Tax, Auditing, QuickBooks, Income Tax, US GAAP, Financial Accounting, Internal Controls, Corporate Tax, Assurance, Tax Preparation, Financial Analysis, ProSystem fx Tax, Accounts Payable, Microsoft Excel, Fixed Assets, CPA, Partnership Taxation, CCH ProSystem fx, Cash Flow, Bank Reconciliation, Financial Statements, Variance Analysis, Tax Research, Sarbanes-Oxley Act, Accounts Receivable
Education
Rochester Institute of Technology 2009 — 2010
MBA, Accounting
Rochester Institute of Technology 2006 — 2009
BA, Accounting
Mengel, Metzger, Barr & Co. LLP July 2015 - Present
Carestream Health February 2014 - July 2015
Insero & Company CPAs, P.C. January 2007 - February 2014
Insero & Co., CPAs, P.C. October 2010 - October 2012
Skills
US GAAP, Tax, Corporate Tax, Accounting, Financial Reporting, Tax Preparation, Auditing, Income Tax, Financial Statements, CPA, QuickBooks, Financial Accounting, GAAP, Sales Tax
Education
State University of New York College at Brockport 2006 — 2008
Bachelor's, Accounting
Caterpillar Inc. October 2014 - Present
Mengel, Metzger, Barr & Co. LLP August 2011 - July 2014
Deloitte August 2010 - July 2011
Deloitte August 2008 - August 2010
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Financial Accounting, Financial Analysis, Internal Audit, External Audit, Sarbanes-Oxley Act
Education
Saint Bonaventure University 2007 — 2008
MBA, Accounting
Saint Bonaventure University 2003 — 2007
BBA, Accounting and Finance
Mengel, Metzger, Barr & Co. LLP October 2011 - Present
Mengel, Metzger, Barr & Co. LLP December 2009 - April 2010
Rochester Institute of Technology April 2009 - November 2009
Skills
Accounting, Financial Reporting, Auditing, US GAAP, GAAP, Financial Accounting, QuickBooks, Financial Audits, Internal Controls, Financial Analysis, General Ledger
Education
Rochester Institute of Technology 2010 — 2011
MBA, Accounting
Rochester Institute of Technology 2008 — 2010
Bachelor of Science in Business Administration, Accounting
Monroe Community College 2003 — 2005
Associate in Science, Liberal Arts and Sciences
AJL Manufacturing May 2012 - Present
Salzman Group (Whole Latte Love) December 2010 - March 2012
Mengel, Metzger, Barr & Co. LLP September 2005 - December 2010
Bausch & Lomb 2001 - 2005
Deloitte & Touche 1998 - 2001
Eldredge Fox & Porretti 1994 - 1996
Skills
GAAP, General Ledger, Financial Reporting, Auditing, Accounting, Accounts Payable, Tax
Education
Rochester Institute of Technology 1992 — 1995
BS, Accounting
Williamson Senior High School 1986 — 1990
Mengel, Metzger, Barr & Co. LLP October 2010 - Present
Landmasters Group March 2007 - October 2010
ABVI-Goodwill 2008 - 2009
Allendale True Value June 1999 - March 2007
Skills
Financial Reporting, Accounting, General Ledger, Auditing, Financial Accounting, Financial Analysis, Accounts Payable, GAAP, US GAAP, Payroll, Accounts Receivable, Microsoft Excel, Assurance
Education
Rochester Institute of Technology 2007 — 2009
BS, Accounting
Grand Valley State University 2001 — 2005
BBA, Finance
Ice Energy July 2015 - Present
Mengel, Metzger, Barr & Co. LLP October 2012 - June 2015
Ice Energy 2015 - 2015
Skills
GAAP, General Ledger, US GAAP, Accounting, Tax Preparation, Tax, Financial Reporting, Auditing, Income Tax, QuickBooks, Corporate Tax, Financial Accounting
Education
Alfred University 2011 — 2012
Master of Business Administration (M.B.A.), Accounting
Keuka College 2008 — 2011
Bachelor of Science, Accounting
Keuka College 2008 — 2011
Bachelor's degree, Accounting
Avoca Central
Mengel, Metzger, Barr & Co. LLP December 2014 - Present
Valicenti Advisory Services, Inc. November 2013 - October 2014
Elmira Business Institute 2012 - 2014
Valicenti Advisory Services, Inc. August 2010 - November 2013
Target February 2010 - September 2010
Saratoga Gaming and Raceway March 2010 - May 2010
Academy Bank January 2009 - September 2009
Colorado Army National Guard October 2006 - September 2009
Anderson Merchandisers May 2005 - September 2009
Academy Bank November 2004 - April 2007
Skills
Inventory Management, Customer Service, Human Resources, Teamwork, Telephone Skills, Cashiering, Retail, Merchandising, Visual Merchandising, Loss Prevention, Cash Register, Time Management, Phone Etiquette, Invoicing, Big Box, Customer Satisfaction, Management, Microsoft Word, Inventory Control, Profit, POS, Facebook, Budgets, Sales, Outlook, Team Building, Retail Sales, Marketing, Process Scheduler, Microsoft Office, Store Operations, Leadership, Data Entry, Customer Experience
Education
Elmira Business Institute 2012 — 2014
Certification, Accounting
Donald Gavit HS 1977 — 1983
MRC Global June 2014 - Present
Thornhill Automotive Group February 2013 - June 2014
Gibbons and Kawash CPAs August 2011 - February 2013
Mengel, Metzger, Barr & Co. LLP October 2010 - August 2011
Skills
Small Business, Auditing, Financial Reporting, Tax Preparation, Tax, Tax Returns
Education
North Carolina State University 2009 — 2010
Masters of Accounting, Accounting
North Carolina State University - College of Management 2009 — 2010
Master's of Accounting, Accounting, Graduate School
The University of Charleston
The University of Charleston
Qualitrol August 2013 - Present
Ametek Power Instruments July 2010 - August 2013
Mengel, Metzger, Barr & Co. LLP October 2007 - March 2010
Wegmans Food Markets 2002 - 2007
Harris Interactive 2005 - 2006
Skills
Accounting, Auditing, PowerPoint, GAAP, General Ledger, Financial Reporting, Financial Accounting, Financial Statements, Accounts Payable, US GAAP, Accounts Receivable, Customer Service, Internal Controls, Sarbanes-Oxley Act, CPA, Income Tax, Sarbanes-Oxley, Microsoft Excel, Account Reconciliation, Journal Entries
Education
Alfred University 2003 — 2007
Bachelors of Science, Accounting
Mengel, Metzger, Barr & Co. LLP October 2013 - Present
Mengel, Metzger, Barr & Co. LLP June 2012 - August 2012
Sentry Safe August 2011 - December 2011
Constellation May 2010 - August 2011
State University of New York at Geneseo Activities Commission May 2010 - August 2011
Bain Construction May 2009 - September 2009
Delta Sonic May 2008 - September 2008
Strong Memorial Hospital May 2006 - September 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, QuickBooks, Accounting, Financial Analysis, Budgets, Auditing, Management, Accounts Payable, Process Improvement, Project Management, Tax, Finance, Financial Reporting, Sales, PowerPoint, Access, Financial Accounting
Education
State University of New York College at Geneseo 2012 — 2013
Master's degree, Accounting
State University of New York College at Geneseo 2008 — 2012
BA, Accounting
Mengel, Metzger, Barr & Co. LLP
Skills
Audit, Quickbooks, Tax, Accounting, Auditing, Financial Reporting, General Ledger, Excel, Financial Accounting, GAAP, Microsoft Excel, US GAAP
Education
Rochester Institute of Technology 2007 — 2008
MBA, Accounting
Mercyhurst University 2003 — 2007
B.A., Accounting & Finance
Mengel, Metzger, Barr & Co. LLP October 2012 - Present
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Accounting
Education
State University of New York College at Geneseo 2007 — 2011
BS, Accounting
Mengel, Metzger, Barr & Co. LLP July 2015 - Present
Groton Central School District May 2015 - June 2015
Binghamton University January 2015 - May 2015
Tompkins Seneca Tioga BOCES July 2014 - August 2014
First National Bank of Dryden May 2013 - August 2013
Tompkins Cortland Community College January 2012 - May 2013
Skills
Teaching, Accounting, Financial Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Research, Tutoring, Financial Analysis
Education
Binghamton University - School of Management 2015 — 2016
Master’s Degree, Accounting
Binghamton University - School of Management 2013 — 2015
Bachelor’s Degree, Accounting, 3.914
Tompkins Cortland Community College 2011 — 2013
Associate’s Degree, Business Administration and Management, General, 3.95
Tompkins Cortland Community College 2011 — 2013
Associate’s Degree, Sport and Fitness Administration/Management, 3.95
Rochester Optical February 2015 - Present
Complemar Partners, Inc. December 2012 - February 2015
Level 3 Communications (formally Global Crossing, Inc.) September 2003 - December 2012
Hoselton Auto Mall 2001 - 2003
Birds Eye Foods 2000 - 2001
Mengel, Metzger, Barr & Co. LLP 1994 - 2000
Skills
Telecommunications, Process Improvement, Managed Services, Budgets, Business Process, Business Planning, Management, Business Process..., Forecasting, Mergers & Acquisitions, Integration, ERP, Business Analysis, Vendor Management, Cross-functional Team..., Strategic Partnerships, Analysis, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Internal Audit, Auditing
Education
Rochester Institute of Technology
Bachelor of Science (B.S.), Accounting
Autocrafting Inc October 2012 - Present
Christian Flooring October 2012 - Present
PriceWaterhouseCoopers LLP July 2011 - October 2012
Mengel, Metzger, Barr & Co. LLP October 2009 - July 2011
Bausch & Lomb, Inc November 2006 - September 2007
Infotonics Technology Center, Inc May 2004 - March 2005
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, General Ledger, Tax, QuickBooks, Financial Analysis, Sarbanes-Oxley Act, Variance Analysis, Income Tax, Internal Audit, Financial Accounting, Accounts Payable, US GAAP, Sarbanes-Oxley, Microsoft Excel, US GAAS, Microsoft Word, Microsoft Powerpoint, Adobe Acrobat, PCAOB standards, Audits of Employee..., Governmental Compliance, Plant Inventory, Shipping/Receiving, Billing Process, Purchasing Processes, Advertising, Social Media Marketing, Payroll, Bank Reconciliation
Education
St. John Fisher College 2007 — 2009
Bachelor of Science, Accounting
Monroe Community College
Associate of Science, Business Administration
Monroe Community College
Pustalka House November 2010 - Present
Office of the Attorney General of the State of New York June 2001 - November 2010
Bonn, Shortsleeve & Grey CPA's June 2000 - June 2001
Mengel, Metzger, Barr & Co. LLP September 1997 - June 2000
Skills
Fraud Investigation, Public Accounting, Income tax services, Certified Public...
Education
Ithaca College 1995 — 1997
Bachelor of Science (BS), Accounting and Related Services
The Bonadio Group June 2014 - Present
DiMarco, Abiusi, & Pascarella CPA December 2010 - June 2014
Cuddy Financial Services January 2009 - April 2010
Mengel, Metzger, Barr & Co. LLP January 2008 - April 2008
Skills
Tax, Tax Preparation, CPA, Financial Statements, Income Tax, Accounting, Tax Research, Journal Entries, Tax Accounting
Education
Rochester Institute of Technology 2008 — 2010
Master of Business Administration (MBA), Accounting
Ithaca College 2004 — 2008
Bachelor of Science (BS), Accounting
Penta & Co., P.C. November 2003 - Present
May Robinson Gordon & Penta, P.C. October 1995 - November 2003
Mengel, Metzger, Barr & Co. LLP December 1988 - October 1995
Computer Consoles, Inc. January 1981 - December 1988
Skills
Accounting, Tax, Tax Preparation, Financial Reporting, GAAP, Auditing, QuickBooks, Income Tax, Corporate Tax, Internal Controls, Financial Accounting, US GAAP, Tax Returns, General Ledger
Education
Rochester Institute of Technology 1985 — 1988
BS, Accounting
SUNY Oswego 1975 — 1979
Bachelor of Science (BS), Spanish