Needel, Welch & Stone, P.C.
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Needel, Welch & Stone, P.C. Employees
Terra Cura, Inc. December 2014 - Present
JBH, Ventures January 2013 - Present
Southern New Hampshire University January 2015 - Present
Bridgewater State University September 2011 - Present
Batchelor, Frechette, McCrory, Michael, and Co September 2008 - September 2011
Needel, Welch & Stone, P.C. September 2007 - September 2008
Wolf & Company, P.C. September 2006 - September 2007
Bristol County Savings Bank May 2004 - September 2006
Skills
Accounting, Financial Accounting, Internal Controls, Auditing, General Ledger, Account Reconciliation, Financial Analysis, Financial Statements, Accounts Payable, QuickBooks, Accounts Receivable, Financial Reporting, Budgets, GAAP, Tax
Education
Northeastern University 2013 — 2017
Doctor of Education, Organizational Leadership
Bridgewater State University 2011 — 2013
Master of Education (M.Ed.), Educational Leadership and Administration
Bridgewater State College 2004 — 2007
Master's degree, Management/Accounting
Providence College 2000 — 2004
Bachelor of Arts (B.A.), History and Economics
The Boston Home May 2011 - Present
Reit Management & Research (RMR) May 2008 - December 2009
Five Star Quality Care May 2007 - December 2009
Harborside Healthcare May 1997 - April 2007
Richard H. Daley & Company, CPA's 1993 - 1997
Needel, Welch & Stone, P.C. 1988 - 1991
KPMG 1984 - 1988
Skills
Healthcare, Financial Analysis, Mergers, Strategic Planning, Accounting, Managerial Finance, Budgets, Financial Modeling, SEC filings, Long-term Care, Process Improvement, Leadership, Auditing, Contract Negotiation, Executive Management, Finance, Mergers, Strategy, Nonprofits, Management, Medicare, Mergers & Acquisitions, PeopleSoft, Internal Controls, Payroll
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1981 — 1984
Master of Science
College of the Holy Cross 1977 — 1980
Bachelor of Arts (B.A.)
Bright Horizons September 2013 - Present
Bright Horizons November 2012 - August 2013
Bright Horizons April 2012 - October 2012
Bright Horizons October 2010 - May 2012
Needel, Welch & Stone, P.C. July 2008 - May 2011
South Shore Savings Bank July 2006 - June 2007
Skills
Accounting, GAAP, Financial Reporting, Auditing, Internal Controls, Financial Analysis, Account Reconciliation, QuickBooks, Microsoft Excel, General Ledger, Tax, Microsoft Word, Financial Statements, Corporate Tax, Financial Accounting
Education
Saint Anselm College 2004 — 2008
Bachelor, Accounting
Saint Anselm College 2004 — 2008
Bachelor of Arts (B.A.), Accounting
Santini Homes and Santini Villa Apartments October 2000 - Present
Needel, Welch & Stone, P.C. August 1997 - October 2000
State Street Bank September 1994 - August 1997
Skills
CPA, Construction Management, MBA, Property Management, Financial Reporting, Real Estate Development, Management, Team Building, Construction, Real Estate, Marketing, Contract Negotiation, Budgets, Leases, Negotiation, Real Estate Transactions, Due Diligence, Residential Homes, Small Business, Finance, Zoning, Investment Properties, Land Acquisition, Apartments, Lease Administration, Selling, Single Family Homes, Rentals
Education
University of Connecticut 2005 — 2011
MBA, Real Estate and Marketing
University of Vermont 1990 — 1994
BS, Accounting
Moran Environmental Recovery LLC March 2012 - Present
Benemax, Inc. November 2010 - March 2012
Needel, Welch & Stone, P.C. September 2000 - March 2010
Wolf & Company, P.C. September 1997 - September 2000
The Venetian Restaurant April 1996 - June 1997
Boston Financial Data Services 1993 - 1994
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Tax, GAAP, SEC filings, US GAAP, General Ledger, CPA, Financial Accounting, Sarbanes-Oxley Act, Revenue Recognition, Corporate Tax, Financial Statements, Tax Preparation, Account Reconciliation, Cash Flow, Financial Analysis
Education
Northeastern University 1992 — 1997
BSBA, Accounting
Weymouth High School 1988 — 1992
L. Knife & Son, Inc. January 2011 - Present
Grille 58 June 2009 - Present
Needel, Welch & Stone, P.C. January 2010 - May 2010
Heritage Design Concierge September 2008 - September 2009
Skills
Microsoft Excel, Vermont Information..., Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Management, Budgets, Sales, Public Speaking, Sales Operations
Education
Emmanuel College 2005 — 2010
management
BAE Systems April 2015 - Present
BAE Systems June 2012 - April 2015
BlumShapiro June 2010 - June 2012
Needel, Welch & Stone, P.C. July 2010 - December 2010
BAE Systems, Inc. May 2007 - August 2009
Skills
CPA, Microsoft Excel, Accounting, Financial Statements, Auditing
Education
Western New England College 2012 — 2013
Master of Science (M.S.), Accounting
Stonehill College 2006 — 2010
BS, Accounting
BlumShapiro January 2014 - Present
BlumShapiro January 2011 - December 2013
New England Systems and Solutions, LLC. July 2007 - December 2010
Needel, Welch & Stone, P.C. July 2005 - June 2009
Needel, Welch & Stone, P.C. September 2003 - June 2005
Skills
Financial Reporting, Internal Controls, Accounting, GAAP, CPA, Financial Accounting, Management Consulting, Tax, Sarbanes-Oxley Act, US GAAP, Auditing, Financial Statements
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2004
MSA, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2003
BBA, Accounting
eCratchit, Inc. September 2014 - Present
BlumShapiro January 2011 - August 2014
Needel, Welch & Stone, P.C. January 2004 - December 2010
State Street July 2000 - August 2003
Skills
Tax, Corporate Tax, Not-for-profit, GAAP, Accounting, Auditing, Financial Reporting, CPA, US GAAP, Tax Preparation, Tax Returns, Partnership Taxation, Income Tax, Tax Research, SEC filings, Not for Profit, Internal Controls
Education
Bryant University 2008 — 2012
Master of Science (MS), Taxation
Stonehill College 1996 — 2004
Master of Science (MS), Accounting
Boston College High School 1992 — 1996
Mary M. Lank. CPA October 2011 - Present
BlumShapiro January 2011 - October 2011
Needel, Welch & Stone, P.C. July 2009 - December 2010
Skills
Auditing, Accounting, Tax, Microsoft Word, Microsoft Excel, Non-profits, Corporate Tax, Individual Tax, Financial Reporting, Construction Contractors, GAAP, Lacerte, Peachtree, Financial Accounting, Tax Preparation, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2013
Master of Science (MS), Taxation
Bentley University 2005 — 2009
Bachelor of Science, Accounting
BlumShapiro July 2011 - Present
BlumShapiro January 2011 - July 2011
Needel, Welch & Stone, P.C. June 2006 - January 2011
Skills
Auditing, Financial Reporting, Accounting, Tax Preparation, US GAAP, Internal Controls, GAAP, Financial Accounting, CPA, Financial Statements, Income Tax, Manufacturing, General Ledger, Tax Returns, Tax Compliance, Non-profits, Professional Services, Corporate Tax, Fixed Assets, Financial Analysis, Cash Flow, Small Business, Microsoft Excel, Excel, Microsoft Office, Word, Process Improvement, Independent Schools, Endowment Funds, Investment..., US GAAP reporting, Fundraising, Microsoft Word, Nonprofits, Tax, Account Reconciliation
Education
Bridgewater State College 2002 — 2006
2006, Bachelor of Science in Management - Accounting
Meyers Brothers Kalicka, P.C. September 2000 - Present
Needel, Welch & Stone, P.C. August 1997 - August 2000
Skills
Commercial Real Estate, Auditing, Tax, CPA, S Corporations, Partnership Taxation, Tax Preparation, Income Tax, GAAP, Corporate Tax, Tax Returns, Reviews, Financial Reporting, Accounting, Tax Research, General Ledger, Internal Controls, Financial Accounting, Tax Accounting, Financial Statements, US GAAP, Cash Flow, Financial Analysis, Fixed Assets, Revenue Recognition, Personal Tax Planning, Accounts Payable, Account Reconciliation, Accounts Receivable
Education
Stonehill College 1993 — 1997
BSBA, Accounting
Norwell High School 1989 — 1993
High School