O'Connor & Drew, P.C.
Address: 25 Braintree Hill Office Park, Braintree, MA 02184 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8:30AM–5PMHours might differTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 471-1120: : Category: : : Place name: : Website: : Website: http://www.ocd.com/ Category: Accounting firm Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
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O'Connor & Drew, P.C. Employees
O'Connor & Drew, P.C. May 2013 - Present
Newbury College January 2013 - May 2013
International Walnut Market August 2008 - May 2013
United for a Fair Economy June 2012 - August 2012
Health Care For All January 2012 - June 2012
Community Catalyst January 2012 - June 2012
Skills
Customer Service, Public Speaking, Auditing, PowerPoint, Teamwork, Facebook, Marketing, Nonprofits, Social Media, English, Accounting, Time Management, Payroll, Accounts Receivable
Education
Bridgewater State University 2015 — 2017
Master’s Degree
Newbury College 2011 — 2013
Bachelor of Science (B.S.)
Quincy College 2009 — 2011
Associate of Science (A.S.)
BDO USA, LLP December 2013 - Present
McGladrey January 2013 - November 2013
O'Connor & Drew, P.C. August 2008 - November 2012
Skills
Auditing, Internal Controls, Financial Reporting, SEC Financial Reporting, US GAAP, Tax Preparation, Accounting, Financial Accounting, Financial Statements, General Ledger, CPA
Education
University of Massachusetts Boston
Master's Degree, Accounting
Worcester State University
Bachelor's Degree, Business Administration
O'Connor & Drew, P.C. May 2014 - August 2014
Mystic Scenic Studios, Inc. May 2012 - August 2012
The Naughton Company June 2011 - August 2011
South Shore YMCA June 2009 - August 2010
Skills
Event Management, Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Time Management
Education
Fairfield University 2015 — 2016
Master’s Degree, Accounting
Fairfield University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting
Boston College High School 2007 — 2011
High School Diploma
Derby Academy 2002 — 2007
Diploma
O'Connor & Drew, P.C. July 1986 - Present
Skills
Internal Controls, Bookkeeping, Financial Analysis, Tax Preparation, Finance, Budgets, Tax Returns, Income Tax, Tax Research, Tax, Microsoft Excel, General Ledger, Accounting, QuickBooks, Business Strategy, Nonprofits, Auditing
Education
Boston College 1982 — 1986
B.S., Accounting
Bryant University 1991 — 1995
Masters in Taxation
O'Connor & Drew, P.C. May 2015 - Present
Bentley University October 2012 - Present
Barefoot Bobs May 2012 - Present
Skills
Bloomberg Certified, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, English
Education
Bentley University 2012 — 2016
Candidate for Bachelors of Science in Corporate Finance and Accounting
Hull High School 2008 — 2012
O'Connor & Drew, P.C. July 2011 - Present
Skills
Internal Controls, Tax Preparation, CPA, US GAAP, Income Tax, Auditing, Financial Analysis, General Ledger, Accounting, Financial Statements, Financial Reporting
Education
Isenberg School of Management, UMass Amherst 2005 — 2006
MS, Accounting
Boston College 2000 — 2004
BS, Accounting
O'Connor & Drew, P.C. September 2015 - Present
New England Patriots August 2008 - Present
Multicultural Wellness Center May 2014 - May 2015
Target June 2013 - August 2013
WinWaterWorks May 2011 - August 2011
Skills
Public Speaking, Event Planning, Organization, Facebook, Time Management, Teamwork, Customer Service
Education
Assumption College 2014 — 2015
Master of Business Administration (MBA)
Assumption College 2010 — 2014
Bachelor of Arts (BA), Accounting
O'Connor & Drew, P.C. September 2012 - Present
University of Massachusetts Amherst September 2010 - August 2012
Easton Recreation Department June 2011 - September 2011
Easton Town Pool July 2010 - September 2011
Michael Kors November 2010 - July 2011
Triton Technologies, Inc. May 2010 - September 2010
Holiday Inn May 2006 - September 2009
Skills
ProSystem fx Tax, Accounting, General Ledger, Microsoft Excel, PowerPoint, Microsoft Word, Auditing, Financial Statements, Corporate Tax, Tax Preparation, Financial Analysis, Financial Reporting, Microsoft Office
Education
University of Massachusetts, Amherst 2012 — 2013
Master of Science (MS), Accounting, 3.84
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.5 Cum Laude
O'Connor & Drew, P.C. January 2001 - Present
Skills
Tax Returns, Tax Preparation, Corporate Tax, Income Tax, Tax, Bookkeeping, Financial Statements, QuickBooks, Accounting, Fixed Assets, General Ledger, Financial Reporting, Professional Services, CPA, Tax Accounting, Partnership Taxation, Tax Research, Auditing, Small Business
Education
Stonehill College 1989 — 1993
Bachelor of Science (BS), Accounting
Brockton High School
Boston Redevelopment February 2011 - Present
Applied Analytics, Inc. May 2007 - February 2011
Maria C. Levin, P.C. September 2004 - June 2007
O'Connor & Drew, P.C. September 1999 - September 2004
Skills
Tax, Microsoft Office, Tax Preparation, Business Development, Tax Returns, Public Speaking, Insurance, Income Tax, Negotiation, Human Resources, QuickBooks, Real Estate, Strategic Planning, Management, Microsoft Excel, Budgets
Education
Northeastern University 1990 — 1993
BS
Sharon High School
Suffolk University Law School
JD
University of Massachusetts, Amherst
woodridge elementary
A. M. Peisch & Company, LLP CPAs August 2015 - Present
King, McNamara & Moriarty LLP July 2014 - July 2015
Gray, Gray & Gray February 2014 - March 2014
O'Connor & Drew, P.C. September 2012 - January 2014
Boston Earned Income Tax Credit Coalition January 2012 - April 2012
influencers@ January 2012 - April 2012
MassChallenge July 2011 - September 2011
Skills
Microsoft Excel, QuickBooks, PowerPoint, Microsoft Office, ProSystem fx Tax, Microsoft Word, UltraTax CS, Financial Statements, Tax Preparation, ProSystem fx Engagement, Auditing, Accounting, General Ledger, Financial Reporting, TaxWise, Tax, Sales Tax, CPA
Education
Boston University 2008 — 2012
Boston University - School of Management 2008 — 2012
Business Administration, Accounting
Walter & Shuffain, P.C. October 2014 - Present
O'Connor & Drew, P.C. September 2012 - October 2014
Quinnipiac University August 2011 - July 2012
UNITED HEALTHCARE INS. CO January 2011 - August 2011
NEW YORK LIFE INSURANCE May 2009 - August 2009
Skills
Accounting, Inventory Management, Bloomberg, PowerPoint, Excel
Education
Quinnipiac University - School of Business 2011 — 2012
Masters, Business AdministrationExpected
Quinnipiac University 2007 — 2011
Bachelors of Science, Accounting
Shepherd & Goldstein LLP November 2011 - Present
TR Engel Group, LLC February 2011 - August 2011
John Ware Research Group, Inc June 2010 - March 2011
The Procaccianti Group September 2006 - June 2010
O'Connor & Drew, P.C. 2000 - 2006
Education
Stonehill College 1996 — 2000
BS, Business Administration
Bartlett High School 1992 — 1996
KAF August 1998 - Present
XCM Solutions, LLC November 2002 - March 2007
O'Connor & Drew, P.C. May 1988 - August 1998
Skills
Process Improvement, Consulting, Social Media, Accounting, Cloud Computing, IT Management, CPA, Business Process, Small Business, Management, Presentation Development, QuickBooks, Auditing, Information Technology, Tax Preparation, Xero, Tax, Paperless, Cloud Accounting, Toastmasters, General Ledger, LinkedIn, Facebook, Blogging, Certified Public...
Education
Babson College 1980 — 1984
BS
O'Connor & Drew, P.C. November 2006 - November 2007
Cambridge Health Alliance May 1999 - January 2003
Skills
Editing, Proofreading, Newspaper, Research, Administrative Support, Fax, Postage Meter, Photocopier, Printers, Event Planning, Travel Planning, Document Scanning, Reception, Meeting Planning, Marketing Assistance, Database Management, Filing, Mail, Archiving, Confidentiality, Microsoft Office, Phone Skills, Administrative..., Scanners, Telephone Skills
Education
The University of Montana 1995 — 1996
Political Science
Skagit Valley College 1990 — 1994
Associate's Degree, Liberal Arts
Quincy College September 2015 - Present
MSA Security August 2009 - June 2015
Bridgewater State University January 2010 - May 2010
Office of Inspector General/City of New Orleans June 2007 - February 2009
Association of Inspectors General August 1999 - August 2008
JMT Associates, Inc. January 2004 - July 2007
Newbury College September 2006 - December 2006
Eastern Nazarene College August 2005 - December 2006
Quincy College September 2000 - December 2006
O'Connor & Drew, P.C. March 2004 - October 2004
Skills
Program Management, Security Management, Policy, Surveillance, Strategic Planning, Counterterrorism, Emergency Management, Crisis Management, Physical Security, Private Investigations, Executive Protection, Customer Service, Microsoft Office, Ethics, Government, Criminal Justice, Investigation, Internal Investigations, Auditing, Internal Audit, Certified Fraud Examiner, Government Ethics, Business Ethics, Code of Ethics, Forensic Accounting, Performance Auditing, GAAP, Yellow Book, Government..., Financial Crimes..., Certified Government..., Public Sector Financial..., Homeland Security, Training, Police, Firearms, Enforcement, Counterintelligence, Evidence, Security Operations, Security, Crime Prevention, Law Enforcement..., Tactics, Public Safety, Corporate Security, Protection, Workplace Violence, Intelligence Analysis, Interrogation
Education
Harvard University Kennedy School of Government 1999 — 1999
Senior Executive Certificate, State and Local Government
Harvard Kennedy School of Government 1986 — 1988
Master of Public Administration (MPA), Public Administration
Loyola University New Orleans 2008 — 2009
Institute of Politics Graduate Fellow Certificate, Political Science and Government
National Training Laboratories Institute for Applied Behavioral Science 1998 — 1998
Qualified to Administer & Analyze Myers-Briggs Type Indicator, Behavioral Sciences
Council on Licensure, Enforcement and Regulation (CLEAR) 1996 — 1996
Basic and Specialized Certification, National Certified Investigator/Inspector Training Program
Josephson Institute of Ethics 1995 — 1995
Certificate-"Training for Ethics Educators", Public Sector Ethics Certificate Program
Brandeis University, Heller - The Heller School for Social Policy and Management 1991 — 1991
Certificate-"Managing People in Public Agencies", Public Administration
American University 1965 — 1969
Bachelor of Arts (BA), Government and Public Administration
Abilene Christian University 2014 — 2015
Certificate of Graduate Study, Conflict Resolution and Reconciliation, 4.0 Average
Abilene Christian University 2015 — 2015
Certificate of Completion, Mediation
O'Connor & Drew, P.C. July 2015 - Present
O'Connor & Drew, P.C. September 2014 - July 2015
Saint Anselm College September 2012 - May 2014
Skills
Microsoft Word, Public Speaking, Microsoft Excel, Accounting, Auditing, Tax, Tax Preparation, ProSystem fx Tax, ProSystem fx Engagement, Networking, Leadership, Team Building, Event Planning, Microsoft Office, PowerPoint
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (BA), Accounting
Southern New Hampshire University 2014 — 2015
Master's degree, Accounting and Business/Management
EY January 2015 - March 2015
O'Connor & Drew, P.C. May 2014 - August 2014
The Golf Club at Yarmouthport May 2010 - May 2014
Skills
Microsoft Office, Accounting, Staff Management, Social Media, Team Leadership, Writing, Public Speaking, Analysis, Audting, Tax Preparation, Customer Satisfaction, Customer Oriented
Education
Isenberg School of Management, UMass Amherst 2015 — 2015
Masters of Science in Accounting, Accounting
Isenberg School of Management, UMass Amherst 2012 — 2015
Bachelor's of Business Administration in Accounting, Accounting
University of Notre Dame August 2014 - Present
Deloitte June 2014 - August 2014
O'Connor & Drew, P.C. June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
O'Connor & Drew, P.C. July 2015 - Present
Sodexo February 2013 - May 2015
Schwartz & Schwartz PC February 2015 - April 2015
Merrimack College August 2013 - May 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Teamwork, Customer Service, Critical Thinking, Leadership, Management, Organization, Communication Skills, Data Entry, Customer Satisfaction, People Skills, Team-oriented, Close Attention to..., Goal Oriented, Filing, Analytical Skills, Business, Highly detail oriented, Finance
Education
Bentley University 2015 — 2017
Master’s Degree, Taxation
Merrimack College 2012 — 2015
Bachelor’s Degree, Accounting
O'Connor & Drew, P.C. June 2012 - Present
O'Connor & Drew, P.C. December 2009 - June 2012
O'Connor & Drew, P.C. September 2008 - December 2009
BlumShapiro September 2007 - August 2008
Skills
Auditing, Accounting, Tax Preparation, Dealership Accounting, Income Tax, Financial Reporting, Financial Accounting, Corporate Tax, Tax Returns, Tax Accounting, Financial Statements, US GAAP, General Ledger, CPA, Fixed Assets, Tax Research
Education
Bryant University 2007 — 2008
Masters, Accounting
Bryant University 2003 — 2007
Bachelors, Accounting
T.F. Allen & Company, P.C. September 2013 - Present
Kaspersky Lab September 2012 - September 2013
T.F. Allen & Company, CPA December 2006 - January 2012
O'Connor & Drew, P.C. May 2011 - August 2011
Saugus Federal Credit Union January 2007 - May 2008
Skills
Multitasker, Spanish translation, Computer Proficiency, Customer Service, Answering Telephones, Quick Study, Filing, Organization, Telephone Skills, Spanish, Leadership, Salesforce.com, QuickBooks, Microsoft Word, Time Management, Sales
Education
Bay Path College 2008 — 2012
B.S. in Business, Accounting
New England Treatment Access, Inc. September 2014 - Present
Sole Practitioner June 2014 - August 2014
O'Connor & Drew, P.C. January 2011 - June 2014
O'Connor & Drew, P.C. June 2008 - December 2010
O'Connor & Drew, P.C. June 2007 - May 2008
Stonehill College September 2005 - May 2008
AdminaService/HR Knowledge January 2007 - May 2007
Skills
Microsoft Office:..., Forensic Programs:..., Operating System..., General Ledger Systems:..., Auditing/Tax Software:..., Auditing
Education
The University of Connecticut 2008 — 2009
Master of Science in Accountancy, Accounting
Stonehill College 2004 — 2008
Bachelor of Science in Business Administration, Accounting and Finance
O'Connor & Drew, P.C. 1991 - Present
Fougere & Associates, Inc. 1991 - Present
Skills
Customer Service, Tax, Tax Returns, CPA, Accounting, Income Tax, Strategic Planning, Financial Analysis, Corporate Tax
Education
Northeastern University 1981 — 1984
BA, Business
Bentley College - Elkin B. McCallum Graduate School of Business
Masters Degree, Taxation
Dawson, Smith, Purvis & Bassett, P.A. January 2014 - Present
Dawson, Smith, Purvis & Bassett, P.A. November 2012 - December 2013
Thomas, Judy & Tucker, P.A. September 2007 - October 2012
O'Connor & Drew, P.C. September 2001 - August 2007
Skills
Tax Preparation, Corporate Tax, Tax, Accounting, Financial Statements, Financial Reporting, General Ledger, Auditing, Income Tax, Partnership Taxation, Internal Controls, Financial Analysis, Tax Returns, Tax Research, GAAP, CPA, Financial Audits
Education
Bentley University 1997 — 2001
BS, Accountancy
Twin Rivers Technologies May 2004 - Present
Holland & Knight LLP July 2002 - April 2004
Ernst & Young 1998 - 2001
O'Connor & Drew, P.C. 1988 - 1997
Skills
Talent Acquisition, Succession Planning, Onboarding, Talent Management, Deferred Compensation, Employee Relations
Education
Suffolk University 1990 — 1994
BS, Psychology
Prime Motor Group February 2013 - Present
Bath & Body Works 2005 - 2015
Sovereign Bank February 2012 - December 2012
Sovereign Bank December 2009 - February 2012
Sovereign Bank July 2009 - December 2009
Sovereign Bank October 2008 - July 2009
Trans World Entertainment October 2000 - October 2008
O'Connor & Drew, P.C. 2004 - 2005
O'Connor & Drew, P.C. 2004 - 2005
Skills
Banking, Customer Service, Auditing, Loans, Credit, Consumer Lending, Small Business Lending, Commercial Banking, Cash Management, Commercial Lending, Deposits, Sales, Sales Management, Mortgage Lending, Relationship Management, Payroll, Retail Banking, Microsoft Excel, Financial Analysis, Team Leadership, Lines Of Credit
Education
Baker College Center for Graduate Studies 2013 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Quincy High School 1999 — 2003
Diploma, Accounting and Business/Management
Boston Architectural College 2009 - Present
DiCicco, Gulman & Co. August 2005 - Present
O'Connor & Drew, P.C. September 1998 - August 2005
Skills
Nonprofits, Financial Reporting, Accounting, Succession Planning, Corporate Tax, GAAP, Auditing, Income Tax, Tax Preparation, QuickBooks, Tax
Education
Bridgewater State College 1994 — 1998
Bachelor of Science (BS), Accounting
Smith & Nephew October 2009 - Present
BearingPoint September 1996 - October 2009
O'Connor & Drew, P.C. November 1993 - September 1995
Massachusetts Association of Realtors October 1991 - December 1992
US Army Corps of Engineers June 1988 - September 1991
Ernst & Young January 1990 - April 1990
Education
Yale University - Yale School of Management 2008 — 2008
Certification, Leadership Skills
Boston University 1996 — 1996
Certification, Client/Server Application Developer
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1993
Masters, Taxation
Bentley University 1987 — 1991
Bachelors, Accounting
Barnes & Noble September 2013 - Present
O'Connor & Drew, P.C. February 2012 - April 2013
Aim Personnel Services August 2009 - December 2012
Vector Marketing May 2006 - December 2008
Community Newspaper Company May 2008 - September 2008
Camp Cedar Hill June 2005 - August 2005
East Milton Library January 2001 - December 2001
Skills
Event Planning, Editing, Bass Clarinet, Clarinet, Copy Editing, Blogging, Technical Writing, Publications, Creative Writing, Referrals, Journalism, Writing, Team Leadership, Research
Education
Boston University 2009 — 2010
Certificate, Paralegal Studies
Westfield State University 2005 — 2009
BA in English, Writing
O'Connor & Drew, P.C. September 2014 - Present
Medeventus Inc. October 2012 - September 2014
Navin, Haffty & Associates April 2013 - February 2014
InVivo Therapeutics January 2009 - December 2012
Boston Private Bank March 2008 - December 2008
Pitney Bowes January 2006 - February 2008
Education
Brandeis University 2015 — 2017
Master’s Degree, Medical Informatics
Northeastern University 2007 — 2013
Bachelor's Degree, Healthcare Management
O'Connor & Drew, P.C. 2012 - Present
Fougere & Associates, Inc. 1983 - 2012
Skills
Tax, Corporate Tax, Auditing, CPA, Tax Preparation, Accounting, Tax Accounting, Tax Returns, Financial Reporting, Income Tax, Internal Controls
Education
Boston College 1975 — 1979
Bachelor's degree, Accounting
Mt. Alvernia High School
Newton, Massachusetts
AEW Capital Management November 2005 - Present
O'Connor & Drew, P.C. September 2002 - October 2005
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, CPA
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
Bachelor of Science (BS), Accounting
Boston Latin School 1992 — 1998
High School
athenahealth February 2015 - Present
O'Connor & Drew, P.C. June 2013 - February 2015
Dyn February 2012 - June 2013
State Street January 2011 - February 2012
Raytheon July 2008 - January 2011
Raytheon July 2005 - July 2008
Skills
Perl, Unix, DNS, VMware, Linux, Apache, Active Directory, Operations Management, Network Architecture, Troubleshooting, Integration, Windows, MySQL, Cisco Technologies, Firewalls, Data Center, System Administration, Servers, Solaris
Education
Brandeis University 2007 — 2009
Master's degree, IT Management
Worcester Polytechnic Institute 2001 — 2005
Bachelor's degree, Computer Science
Kevin P. Martin & Associates PC November 2012 - Present
State Street November 2011 - November 2012
O'Connor & Drew, P.C. October 2007 - November 2011
Sullivan, Shuman, & Freedberg June 2006 - October 2007
Sandberg, Gonzalez & Creeden PC January 2006 - April 2006
PhamDo & Associates, P.C. March 2005 - December 2005
Skills
Corporate Tax, Tax, Tax Preparation, Tax Accounting, Income Tax, CPA, Tax Returns, Bookkeeping, Partnership Taxation, General Ledger, Tax Research, US GAAP, Fixed Assets, Accounting, GAAP
Education
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Boston 2000 — 2005
Bachelor's degree, Accounting
O'Connor & Drew, P.C. October 2012 - Present
State Street April 2010 - September 2012
State Street June 2008 - March 2010
Sustainable Braintree Inc November 2008 - December 2009
State Street June 2006 - May 2008
State Street June 2003 - May 2006
State Street June 1997 - May 2003
United States Air Force September 1993 - June 1997
Skills
ITIL, Business Continuity, IT Audit, Virtualization, Security, Internal Audit, Windows Server, Active Directory, Data Center, Sarbanes-Oxley Act, Information Technology, Disaster Recovery, Risk Assessment, Risk Management, Information Security, VMware ESX, Network Security, Integration, Enterprise Architecture, IT Management, ISO, Unix, ISO 27001, Open Systems, VMware, Internal Controls, Vulnerability Assessment, Solaris, Enterprise Software, CISSP, System Deployment, Servers, Perl, AIX, Information Security..., COBIT, COSO, ITGC, Consolidation, Microsoft Certified..., Governance, CISA, Service Delivery Manager, Wintel, MOUS, Windows Server 2003, Management
Education
University of Massachusetts Boston 2006 — 2010
University of Massachusetts Lowell 1996 — 1997
Western New England University 1996 — 1997
University of Maryland College Park 1994 — 1996
AA
Community College of the US Air Force 1994 — 1995
AA
Greenback Expat Tax Services April 2014 - Present
South Shore Chiefs (formerly the Coastal Chiefs) April 2014 - Present
Boucher Tax and Accounting Services, LLC January 2014 - Present
LMHS, P.C. August 2012 - February 2014
O'Connor & Drew, P.C. September 2005 - July 2012
Grossman's Bargain Outlet 2001 - 2005
Skills
Accounting, Quickbooks, Microsoft Excel, General Ledger, Tax Accounting, Tax Research, Partnership Taxation, Fixed Assets, Auditing, Sales Tax, Financial Reporting, Internal Controls, ProSystem fx Tax, GAAP, Accounts Payable, Tax Advisory, Accounts Receivable, S Corporations, Account Reconciliation, Journal Entries, Financial Audits, Financial Accounting, Cash Flow, Financial Analysis, US Tax, International Tax, Tax Law, Small Business, Payroll Taxes, Depreciation, Revenue Recognition, IRS, Peachtree, Accruals, Bank Reconciliation, High Net Worth..., CCH ProSystem fx, QuickBooks, Tax Preparation, Tax, Tax Returns, Income Tax, Corporate Tax, Bookkeeping, Payroll
Education
Bridgewater State College 2000 — 2006
BS, Accounting & Finance, Summa Cum Laude
Bridgewater State University 2000 — 2006
MSM, Accounting
Hanover High School
Hanover High School
The Community Builders, Inc. November 2014 - Present
O'Connor & Drew, P.C. October 2012 - November 2014
Malloy, Lynch, Bienvenue, LLP July 2010 - October 2012
Skills
Tax Accounting, Small Business, Social Networking, Budgets, Quickbooks Proadvisor..., Corporate Tax, High Net Worth..., Tax, Marketing, Project Management, Team Building, Business Planning, Facebook, Non-profits, Coaching, Bookkeeping, Nonprofits, Accounting, PowerPoint, Microsoft Excel, Financial Reporting
Education
Curry College 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Nichols College 2006 — 2010
BSBA, Accounting
Coverys May 2015 - Present
Sullivan Tax Consulting January 2014 - Present
O'Connor & Drew, P.C. August 2014 - April 2015
Blue Cross Blue Shield of Massachusetts May 2008 - August 2014
Dav El Transportation Network October 2004 - February 2010
DuCharme, McMillen & Associates May 2007 - November 2007
Skills
Accounting, Tax, General Ledger, Income Tax, Financial Reporting, Tax Preparation, Invoicing, Financial Analysis, Analysis, Journal Entries, Process Improvement, Tax Research, Time Management, GAAP, Microsoft Excel, Financial Accounting, Microsoft Office, Finance, Oracle, Nonprofits, State Tax, Budgets, Microsoft Word, Due Diligence, Non-profits, Customer Service, Oracle Financials, Oracle ADI, Sungard iWorks..., Citrix, BNYMellon Workbench..., PowerPoint, Adobe, Outlook, IE, SuperForms, CCH, Federal Income Tax, State Income Tax, Investment Accounting, Low Income Tax Credits, TaxAct, Account Reconciliation, Accounts Payable, Management
Education
Bentley University 2009 — 2013
MBA, Accounting & Management, GPA 3.6
Salem State University 2003 — 2007
Bachelors, Accounting
O'Connor & Drew, P.C. September 2013 - September 2015
Ercolini & Company LLP January 2013 - April 2013
Skills
Accounting, Auditing, Microsoft Excel, Microsoft Office, PowerPoint, Financial Statements, Financial Analysis, Internal Controls, Financial Reporting, Microsoft Word, Tax, Finance, Public Speaking
Education
Northeastern University 2012 — 2013
Master's degree, Accounting
Providence College 2008 — 2012
Bachelor's degree, Accounting
O'Connor & Drew, P.C. September 2008 - Present
Crittenton Women's Union May 2007 - September 2008
Skills
Tax Preparation, Accounting, General Ledger, Corporate Tax, Auditing, Financial Reporting, Tax, Internal Controls, Bookkeeping, Microsoft Excel, Financial Statements, Microsoft Office, Fixed Assets, Tax Returns, Profx, ProSystem fx Tax
Education
University of Massachusetts Boston 2009 — 2011
Masters in Science of Accountancy, Accounting
Stonehill College 2004 — 2008
Bachelor in Business Administration, Accounting
Soane Labs October 2011 - Present
Burst Media May 2010 - August 2011
Consultant May 2009 - May 2010
State Street Bank & Trust Co June 2008 - January 2009
Iron Mountain Information Management November 2005 - March 2008
Partners HealthCare System, Inc September 2002 - November 2005
Brown & Brown, LLP (Regional Consulting/Accounting Firm) January 2000 - June 2002
Ernst & Young, LLP August 1998 - January 2000
O'Connor & Drew, P.C. September 1995 - July 1998
Skills
Accounting, Financial Reporting, Auditing, SEC filings, Sarbanes-Oxley Act, US GAAP, Revenue Recognition, Financial Analysis, Internal Controls, Consolidation, Due Diligence, Financial Accounting, GAAP, Essbase, Strategic Financial..., General Ledger, Accounts Payable, Tax, Accounts Receivable, Budgets, Finance, Forecasting, Internal Audit, Financial Statements, Mergers & Acquisitions, IFRS, Analysis, Cash Flow, Financial Planning
Education
Suffolk University - Sawyer Business School 1989 — 1993
B.S., Accounting
O'Connor & Drew, P.C. August 2014 - Present
PwC January 2013 - August 2014
Tonneson + Co January 2009 - December 2012
Johnson O'Connor Feron & Carucci LLP January 2007 - December 2007
Skills
CPA, Tax, Corporate Tax, Income Tax, Account Reconciliation, Financial Reporting, Tax Research, US GAAP, Auditing, Partnership Taxation, GAAP, Tax Preparation, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Taxation
Bentley University 2007 — 2008
Suffolk University 2003 — 2006
Bachelor of Science in Business Administration, Accounting
O'Connor & Drew, P.C. November 2008 - Present
CPCU Credit Union October 2009 - December 2011
The Siegfried Group October 2005 - November 2008
O'Connor & Drew, P.C. September 1997 - October 2005
Skills
Accounting, Tax, Finance, Leadership, Nonprofits, Auditing, Financial Reporting, Financial Analysis, Internal Controls, Tax Preparation, US GAAP, Corporate Tax, CPA, Income Tax, Revenue Recognition, Financial Statements, Sarbanes-Oxley Act
Education
Boston College 1993 — 1997
BS, Accounting
Austin Preparatory School 1989 — 1993
High School
O'Connor & Drew, P.C. July 2015 - Present
Rockland Trust January 2014 - June 2015
Rockland Trust December 2012 - January 2014
Dunkin' Brands March 2004 - August 2012
Skills
Banking, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word
Education
Bridgewater State University 2014 — 2015
Master of Science (M.S.), Accounting
Bridgewater State University 2008 — 2010
Bachelor of Science (BS), Political Science and Government, 3.84
Biogen Idec June 2014 - Present
O'Connor & Drew, P.C. April 2013 - March 2014
American Society of Professionals in Patient Safety June 2012 - January 2013
Ethics and Compliance Officer Association March 2009 - July 2011
Grant Thornton LLP February 2000 - July 2008
Massachusetts Association of Community Rehabilitation Organizations (MACRO) 1995 - 2000
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Strategic Communications, Strategic Planning, Marketing Management, Non-profits, Thought Leadership, Team Leadership, Direct Marketing, Business Strategy, Budgets, Public Relations, Lead Generation, Social Media Marketing, Coaching, Accounting, Risk Management, Cross-functional Team..., Ethics, Internal Communications, Relationship Marketing, Writing, Email Marketing, Corporate Communications, Contract Negotiation, Event Management, Social Media, Customer Relations, Budgeting, Advertising, Online Marketing, Team Building, Negotiation, B2B Marketing, Demand Generation, Digital Marketing, Marketing Research, Corporate Branding, International Marketing, Brand Development, Media Relations, Market Planning, Strategic Partnerships, Digital Strategy, Campaign Management, Budget Management, Event Marketing, Community Relations, IT Business Operations
Education
MIT Sloan School of Management 2011 — 2011
Certificate in Executive Leadership and Management
Boston University
Master of Science degree, Marketing Communications
Bentley University
Bachelor of Science degree, Business Management
O'Connor & Drew, P.C. September 2007 - Present
O'Connor & Drew, P.C. June 2007 - September 2007
O'Connor & Drew, P.C. January 2006 - June 2007
Skills
Workflow Management, Operations Management, Staff Management, Staff Development, College Recruiting, Recruiting, Process Scheduler, Mentoring, Employee Training, Microsoft Excel, Accounting, Auditing, Tax, Tax Preparation, Tax Returns
Education
Isenberg School of Management, UMass Amherst 2004 — 2005
MSA, Accounting
Assumption College 1999 — 2003
BA, Accounting
KLR August 2015 - Present
O'Connor & Drew, P.C. January 1993 - August 2015
Skills
Income Tax, Tax Preparation, Tax, Tax Returns, Sports, Due Diligence, Accounting, Corporate Tax, High Net Worth..., Partnership Taxation, Financial Analysis, Strategic Financial..., Tax Research, Financial Planners, Estate Planning, Finance, Financial Advisory, Financial Reporting, CPA, Internal Controls, Tax Accounting, General Ledger, Small Business, Auditing
Education
Boston University School of Law 1980 — 1983
JD, Law
Ithaca College 1976 — 1980
BS, Communications Management
O'Connor & Drew, P.C. September 2015 - Present
Care.com September 2012 - Present
Bryant University September 2012 - May 2015
O'Connor & Drew, P.C. May 2014 - August 2014
Fidelity Investments December 2013 - April 2014
Nobles Day Camp June 2011 - August 2013
Westwood Children's School August 2009 - January 2012
Skills
Accounting, Childcare, Microsoft Excel, Microsoft Office, Spreadsheets, PowerPoint, Public Speaking, Teaching, Organization, Group Work, Teamwork, Financial Accounting, Internal Audit, Journal Entries, General Ledger, Leadership, Child Development, Access, Microsoft Word
Education
Bryant University 2011 — 2015
Bachelor’s Degree
Westwood High School 2007 — 2011
High School
O'Connor & Drew, P.C. June 2015 - Present
O'Connor & Drew, P.C. September 2014 - June 2015
Ernst & Young June 2013 - August 2013
Donyaye Varzesh June 2007 - August 2012
University of Massachusetts Recreation Center January 2010 - September 2011
The Gelato Cafe May 2010 - August 2010
Eaton Apothecary September 2005 - September 2009
Skills
Leadership, Accounting, Customer Service, Time Management, Teamwork, Critical Thinking, Decision Making, Networking, Microsoft Excel, PowerPoint, Sales, Public Speaking, Social Media, Event Planning, Research, Social Networking, Auditing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelors in Business Administration (BBA), Accounting
Wellesley High School 2005 — 2009
High School
O'Connor & Drew, P.C. August 2014 - Present
Marcum LLP May 2013 - August 2014
Marcum LLP June 2010 - May 2013
Skills
Accounting, Financial Accounting, Audit, Tax, Financial Reporting, Bookkeeping, Budget Analysis, Account Reconciliation, Compliance Audits, Internal Controls, Financial Analysis, Risk Assessment, Risk Management, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Cost Projections, Auditing, CPA, GAAP, Financial Statements
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Accounting
Rhode Island College 2010 — 2012
Master, Professional Accountancy
O'Connor & Drew, P.C. September 2014 - Present
StonehamBank 2011 - August 2014
Mark O'Malley & Associates January 2014 - April 2014
PricewaterhouseCoopers June 2013 - August 2013
Skills
Financial Analysis, Social Media, QuickBooks, Accounting, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Budgets, Banking, Customer Service, Credit, US GAAP, Sales
Education
Suffolk University - Sawyer Business School 2014 — 2017
Master of Business Administration (MBA), Information Systems, GPA 3.5
Stonehill College 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Malden Catholic 2006 — 2010
Rising Tide Charter Public School June 2007 - Present
Easter Seals of Massachusetts 2005 - Present
South Shore Savings Bank 1984 - Present
Town of Plymouth Advisory & Finance Committee June 2013 - Present
O'Connor & Drew, P.C. December 1975 - 2014
South Coastal Workforce Investment Board 2001 - 2012
Trustees Associates of BC High January 2005 - 2008
South Shore Chamber of Commerce 1995 - 2005
Skills
Nonprofits, Public Speaking, Auditing, Small Business, CPA, Management, Tax, Non-profits, Tax Preparation, Banking, General Ledger, Budgets, Accounting, QuickBooks, Financial Reporting, Corporate Tax, Time Management, Financial Analysis, Payroll, High Net Worth..., Income Tax, Tax Returns, Financial Statements, Finance, Leadership, Service Industries
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1976 — 1978
MST, Taxation
Boston College 1971 — 1975
BSBA, Accounting
Boston College High School 1967 — 1971
Neighborhood Health Plan September 2008 - Present
O'Connor & Drew, P.C. January 1989 - November 1991
Skills
Accounting, Financial Analysis, CPA, Financial Reporting, Microsoft Excel
Education
Merrimack College 1984 — 1988
Bachelor of Science (B.S.), Accounting
Archbishop Williams High School
Beers, Hamerman, Cohen & Burger, P.C. June 2015 - Present
O'Connor & Drew, P.C. October 2004 - May 2015
Carl Bindman, CPA, P.C. January 2001 - October 2004
Skills
Auditing, Tax, Financial Reporting, Tax Preparation, Fixed Assets, Internal Controls, Accounting, Process Improvement, General Ledger, Corporate Tax, Financial Statements, Income Tax, CPA, Tax Returns, Individual tax, Budgets
Education
University of Massachusetts Lowell 1997 — 2001
Bachelor, Business - Concentration Accounting
Brockton High School 1993 — 1997
PKF (Boston) P.C. January 2014 - Present
PKF (Boston) P.C. December 2009 - December 2013
Gray, Gray & Gray November 2008 - October 2009
Wolf & CO January 2004 - July 2008
O'Connor & Drew, P.C. May 2001 - January 2004
Skills
Tax, Accounting, Income Tax, Research, Quickbooks, Corporate Tax, Bookkeeping, Tax Returns, Tax Preparation, Tax Compliance, Excel, QuickBooks, Microsoft Excel, US GAAP, Financial Reporting, CPA, Tax Accounting, Auditing, Internal Controls, General Ledger, Partnership Taxation, Financial Statements, Tax Research, Sarbanes-Oxley Act, GAAP, ProSystem fx Tax, S Corporations, Financial Accounting, Tax Advisory, Finance, External Audit, International Tax, SEC filings, Fixed Assets, Consolidation, Internal Audit, Financial Audits, IFRS, Account Reconciliation, Personal Income Tax..., Journal Entries, Financial Analysis, Business Valuation, Revenue Recognition, US Tax, SEC Filings
Education
Bentley University 2012 — 2014
Master of Science (MS), Taxation
Stonehill College 1997 — 2001
Bachelor of Science (B.S.), Accounting and Computer Science
US Bank January 2015 - Present
US Bank June 2013 - December 2014
O'Connor & Drew, P.C. May 2012 - August 2012
Preston Todd Advisors June 2011 - December 2011
Skills
CCH ProSystem fx, Microsoft Office, SAP, Audit Trail, Livewire, SEI Trust 3000, TRACS, Microsoft Excel, Financial Analysis
Education
Bentley University 2009 — 2013
BS, Corporate Finance & Accounting
Human Services Management Corporation July 2014 - Present
Restivo Monacelli LLP July 2013 - June 2014
Brookfield Renewable Energy Group July 2012 - July 2013
O'Connor & Drew, P.C. 2002 - 2012
Skills
Higher Education, Non-profit Industries, Tax Preparation, Tax Returns, Corporate Tax, Auditing, dealerships, QuickBooks, Financial Statements, GAAP, Financial Reporting, US GAAP, Consolidated Financial..., CCH ProSystem fx, Consolidation
Education
Bentley University 1998 — 2002
BS, Accounting
O'Connor & Drew, P.C. September 2011 - Present
Skills
Financial Analysis, Tax, Auditing, General Ledger, Financial Reporting, Financial Statements, Income Tax
Education
Stonehill College 2007 — 2011
Bachelor of Science (BS), Accounting
Northeastern University 2011 — 2011
Master's degree, Accounting
O'Connor & Drew, P.C. August 2013 - Present
O'Connor & Drew, P.C. May 2013 - August 2013
Loyola University Maryland October 2010 - May 2013
PH Mechanical June 2008 - August 2012
My Brother's Keeper June 2007 - September 2007
Skills
Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Microsoft Word, Microsoft Access, Basic Spanish, SQL, Oracle SQL, Auditing, Tax Returns, Corporate Tax, Financial Statements, ProFx Engagement, ProFx Tax, Accounting
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Minor in Information Systems, 3.33
Danish Institute of Study Abroad 2012 — 2013
Study Abroad Copenhagen, Denmark
Boston College High School 2005 — 2009
3.51
O'Connor & Drew, P.C. May 2011 - Present
Twins Enterprise May 2008 - July 2013
Stonehill College October 2010 - March 2011
Stonehill College September 2006 - May 2010
WCVB-TVh September 2009 - December 2009
WB Mason June 2009 - August 2009
Stonehill College May 2007 - August 2007
Skills
Accounting, Tax Preparation, Auditing, Computers, Profx, Customer Service, Tax, Fixed Assets, General Ledger, Microsoft Excel, CPA
Education
Suffolk University 2010 — 2012
MSA, Accounting
Stonehill College 2006 — 2010
BSBA, Accounting
Friends of Post Office Square, Post Office Square Redevelopment August 2008 - Present
PA Electrical Systems, Inc 1992 - Present
Craig Textiles, Inc. 2005 - 2008
O'Connor & Drew, P.C. 1981 - 1992
Skills
Great Plains Software, Bookkeeping, Business, Contractors, Electricians, General Ledger, Invoicing, Microsoft Office, Premiere, Accounting, Accounts Payable, Accounts Receivable, Accruals, Microsoft Dynamics, Microsoft Excel, Quickbooks PRO, Prevailing Wage, Certified Payroll, Tax Returns, Compilation, Urban Parks, Urban Redevelopment, Garages and Parking, Quarterly Payroll Tax..., QuickBooks, Financial Reporting, Tax Accounting, Income Tax, Payroll
Education
Newbury College 1992 — 2000
BS in Business, Accounting
Novogradac & Company LLP August 2015 - Present
Citizen Schools June 2015 - Present
O'Connor & Drew, P.C. August 2013 - September 2014
McGladrey January 2013 - June 2013
Workscape an ADP Company June 2011 - January 2012
United Natural Foods Incorporated October 2010 - February 2011
Game On! April 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Auditing, Analysis, Access, Financial Analysis, Financial Reporting, ProSystem fx Tax, Tax Preparation, Tax, Software Documentation, SharePoint, Financial Accounting, Data Analysis, Tax Returns, Organizational Behavior, Analytics, Visio, SQL, Process Improvement, PowerPoint, Caseware, BNA Fixed Asset Software, ProSystem fx Engagement, ProSystem Fx Document, General Ledger, Bank Reconciliation, Journal Entries, Accounts Payable, Account Reconciliation, Microsoft Word, Time Management, CrossFit
Education
Bryant University 2012 — 2013
Master of Professional Accountancy, Tax Concentration, Accounting
Bryant University 2008 — 2012
Bachelor of Science (BS), Accounting
The Gunnery 2005 — 2008
High School Diploma
O'Connor & Drew, P.C. October 2012 - Present
McGladrey LLP July 2010 - October 2012
Caturano and Company September 2007 - June 2010
Creative Financial Staffing February 2005 - September 2007
Skills
Tax, CPA, Tax Accounting, Tax Research, Accounts Payable, Income Tax, Tax Preparation, Accounting, Tax Returns, Profx Tax, Estate and Gift Tax
Education
Boston University Questrom School of Business 2003 — 2007
Bachelor of Science in Business Administration, Accounting and Finance
McGladrey December 2014 - Present
O'Connor & Drew, P.C. January 2013 - December 2014
Braver PC January 2012 - April 2012
State of Rhode Island September 2011 - December 2011
State of Rhode Island June 2011 - August 2011
Edward Dimartino Jr. CPA and Associates January 2011 - April 2011
Skills
Microsoft Excel, LIFO, Financial Reporting, ProFx Systems, Financial Planning, Personal Financial..., Income Tax, Retirement Planning, College Education..., Debt Management, Auditing, Investment Advisory, Sales Tax, Tax, Strategic Financial..., Tax Accounting, Partnership Taxation, Tax Returns, Tax Preparation, Corporate Tax, Financial Statements, CPA, General Ledger
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (MS), Financial Planning with a Graduate Certificate in Taxation
Bryant University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bishop Hendricken High School 2005 — 2008
The Boston Globe January 2013 - Present
Boston Globe Newspaper Company January 2007 - December 2012
O’Connor & Drew January 2004 - January 2007
O'Connor & Drew, P.C. 2004 - 2007
Skills
Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Tax Preparation, Internal Controls, Tax Returns, QuickBooks, General Ledger, Tax, SEC filings, Internal Audit, GAAP, Financial Statements
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2006
MSA, Accounting
Stonehill College 2000 — 2004
BS, Accounting
Fidelity Investments August 2014 - Present
O'Connor & Drew, P.C. September 2012 - August 2014
Chex Finer Foods January 2012 - August 2012
City of Providence August 2011 - January 2012
Skills
Accounts Payable, Internal Controls, Tax, Bank Reconciliation, Microsoft Excel, Inventory Management, QuickBooks, Auditing, Accounts Receivable, Accounting, General Ledger
Education
Providence College 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.86
Bryant University 2008 — 2011
Bachelor of Science in Business Administration, Accounting, 3.25
PwC July 2015 - Present
PwC July 2013 - June 2015
PwC August 2012 - June 2013
PwC June 2011 - August 2011
O'Connor & Drew, P.C. June 2010 - August 2010
Raytheon May 2009 - August 2009
Skills
Accounting, Financial Reporting, Auditing
Education
Providence College 2011 — 2012
Master of Business Administration (MBA), Accounting
Providence College 2007 — 2011
Bachelor of Science (BS), Accounting
O'Connor & Drew, P.C. September 2013 - Present
Union Bank of the Philippines May 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Event Planning, Microsoft Word, Analysis, Team Leadership, Accounting, Facebook, Word, Excel, Access, Basic Photoshop, ProSystem fx Tax, CCH ProSystem fx
Education
Boston University - Questrom School of Business 2009 — 2013
Bachelor of Science in Business Administration (BSBA), Accounting
Bishop Eustace 2005 — 2009
FleetMatics June 2011 - Present
FleetMatics USA, LLC April 2005 - June 2011
Gallery Automotive Group March 2004 - April 2005
A&H Associates, Inc. 1993 - March 2004
O'Connor & Drew, P.C. May 1985 - May 1990
Skills
QuickBooks, Fleet Management, Financial Reporting, Start-ups, Process Improvement, Accounting, Strategic Planning, Contract Negotiation, Operations Management, Team Building, Financial Analysis, Finance, Account Management, Sales, Business Planning, Budgets
Education
Stonehill College 1981 — 1985
BSBA, Accounting
Brokers' Service Marketing Group October 2012 - Present
LeachGarner Company May 2012 - October 2012
Cookson Precious Metals August 2006 - April 2012
Aspen Holdings/FirstComp Insurance August 2005 - August 2006
O'Connor & Drew, P.C. August 2002 - August 2005
Skills
Financial Reporting, General Ledger, Accounting, Auditing, Financial Analysis, Tax Preparation, Fixed Assets, Microsoft Excel, Payroll, Forecasting, Internal Controls, Accounts Payable, Financial Statements, Revenue Recognition, Cash Flow, GAAP, US GAAP
Education
Bryant University 1998 — 2002
Bachelors, Accounting
UL April 2009 - Present
BearingPoint, Inc. February 2006 - April 2009
O'Connor & Drew, P.C. September 2002 - February 2006
Skills
Financial Analysis, Financial Reporting, Forecasting, Accounting, Hyperion Enterprise, Analysis, Process Improvement
Education
Bryant University 1998 — 2002
Iron Mountain Senior Accounting AnalystIron Mountain Digital2008 - Present
O'Connor & Drew, P.C. 1998 - 2001
Education
Northeastern University 1993 — 1998
FTI Consulting October 2009 - Present
Huron Consulting Group October 2005 - November 2009
Tofias PC March 2003 - October 2005
O'Connor & Drew, P.C. September 1998 - March 2003
Education
Isenberg School of Management, UMass Amherst 1994 — 1998
O'Connor & Drew, P.C. November 2011 - Present
NorthGate Advisors, LTD. January 2003 - February 2009
Deloitte, Boston July 1995 - December 1998
Deloitte, Pittsburgh September 1993 - May 1995
Arthur Andersen January 1991 - August 1993
Arthur Andersen 1991 - 1993
Education
Bentley University 1985 — 1987
Bachelor of Science, Accountancy
Rockland Community College 1983 — 1985
Associates, Computter Science
Clarkstown High School South 1979 — 1983
High School Diploma
Bright Horizons June 2009 - Present
Millipore Corporation May 1998 - June 2009
Coopers & Lybrand - PricewaterhouseCoopers 1996 - 1998
O'Connor & Drew, P.C. 1989 - 1996
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1992
MST, Tax
Bentley University 1985 — 1989
Bachelor of Science (BS), Accountancy
NiSource November 2013 - Present
Payzant Business Solutions November 2013 - Present
Hull Associates Medtech Consulting December 2012 - September 2013
O'Connor & Drew, P.C. November 2008 - November 2012
Betro and Company, P.C. 2007 - 2008
Skills
Microsoft Office, QuickBooks, Research, Notary Public, CCH ProSystem fx, Practice Solutions, Alternative Method..., Remote Deposit Capture, Creative Solutions..., Time Trakker, 1099 Etc, Quick at picking up new..., Strong organizational..., Always Punctual, Skilled Multi-tasker, PowerPoint, Financial Statements, Accounts Receivable, Auditing
Education
Bridgewater State College 2000 — 2004
Bachelor of Science, Public Health Education and Promotion
H&R Block 2008 — 2008
Tax Preparation
Cushman & Wakefield - C&W Services (Formerly DTZ, UGL - Unicco Servies) March 2010 - Present
Jones and Bartlett Publishers, LLC March 2008 - January 2010
Blackwell Publishing Inc April 2005 - January 2008
Wiley-Blackwell April 2005 - January 2008
PCI Services, Inc. August 2000 - December 2005
Unicco Service Company 1997 - December 1999
O'Connor & Drew, P.C. 1984 - 1986
Raphael and Raphael LLP 1980 - 1983
Skills
Budgeting, Financial Reporting, General Ledger, Forecasting, Internal Controls, Billing, Cash Management, Accounting, Word, Excel, Financial Analysis, Microsoft Office, Business Intelligence, P&L, Process Improvement, PowerPoint, Team Building, Problem Solving, Budgets, Microsoft Excel, Microsoft Word, Accounts Payable, Analysis, Invoicing, Accounts Receivable, Auditing, Management, Finance, Payroll
Education
Northeastern University 1977 — 1982
BS in BA, Accounting
DiCicco, Gulman & Company November 2007 - Present
O'Connor & Drew, P.C. September 2004 - November 2007
Neff + Ricci LLP February 2003 - August 2004
Education
Suffolk University Law School 1995 — 1998
Doctor of Law (JD)
Bentley College - Elkin B. McCallum Graduate School of Business
MST, Tax
Isenberg School of Management, UMass Amherst
BBA, Accounting
Dean College
AS, Business Administration
WR Grace July 2010 - Present
WR Grace January 2007 - July 2010
WR Grace November 2005 - January 2007
Henkel of America June 2001 - November 2005
O'Connor & Drew, P.C. September 2000 - June 2001
Skills
SAP, Forecasting, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Accounting, Financial Modeling, Six Sigma, Budgets, Finance, Consolidation, Corporate Finance, US GAAP, Strategic Financial..., Cross-functional Team..., Managerial Finance, Financial Forecasting, Cost Accounting, Variance Analysis, Account Reconciliation, General Ledger, Management, Analysis, Accounts Payable, Accounts Receivable, Fixed Assets, Strategic Planning, Accruals, Financial Accounting, Project Management, Business Process..., Financial Statements, Business Planning, SAP BW, Strategy, Business Strategy, Journal Entries, Business Analysis, Bank Reconciliation, Microsoft Excel
Education
Bentley College 2002 — 2005
MBA, Concentration in Management
Stonehill College 1996 — 2000
BSBA, Major in Accounting; Minor in Computer Information Systems
Pfizer Inc 2004 - Present
Pfizer Asia Pacific Pte Ltd, Singapore May 2008 - October 2008
Bose Corporation 2000 - 2003
O'Connor & Drew, P.C. 1997 - 1999
Education
University of Massachusetts Boston 1995 — 1997
MBA
Fudan University 1986 — 1993
Master
Johns Hopkins/Nanjing University - Hopkins Nanjing Center 1991 — 1992
Puma August 2014 - Present
New England Running Company April 2013 - Present
Level Renner October 2011 - Present
First Marblehead June 2011 - January 2012
First Marblehead September 2007 - June 2011
First Marblehead October 2006 - September 2007
O'Connor & Drew, P.C. February 2004 - October 2006
Landa & Altsher July 2001 - February 2004
Skills
Running Shoes, Athletic Footwear, Footwear, Writing, Editing, Web Content, Producing Web Content, Content Management, Social Media Marketing, Video Editing, Blogging, Event Planning, Sales, Sports Marketing, Event Management, Promotions, Web Content Management, Social Media Blogging, Social Media Advertising, Video Production, Sports Writing, Running, Long Distance Running, Trail Running, Retail, Financial Analysis, Internal Audit, Management, Internal Controls, Analysis, General Ledger, Auditing, Cross Country, Marathon, Accounting
Education
Bryant University 1997 — 2001
Bachelor, Accounting
KLR July 2015 - Present
Jerome A. Bellotti and Associates April 2014 - July 2015
Jerome A. Bellotti and Associates January 2013 - July 2015
Bank of the West December 2009 - January 2013
BearingPoint February 2006 - March 2009
Kirkland, Albrecht & Fredrickson, P.C. 2003 - 2006
O'Connor & Drew, P.C. June 2001 - November 2003
Skills
Sarbanes-Oxley Act, Financial Reporting, Accounting, SEC filings, GAAP, Financial Analysis, Auditing, Internal Controls, Banking, Corporate Tax, Estate Tax, Gift Tax, Individual Tax, Review & Compilation, HUD Audits
Education
Northeastern University 1996 — 2001
Bachelor's, Accounting
REIT Management & Research LLC October 2013 - Present
REIT Management & Research LLC June 2012 - September 2013
Virtusa Corporation February 2012 - June 2012
First Winthrop Corporation June 1999 - December 2011
Wellspark Group 1998 - 1999
Reebok International LTD 1997 - 1998
O'Connor & Drew, P.C. 1995 - 1997
Dipesa & Company PC 1994 - 1995
Education
Bentley University
Masters in Taxation
University of Massachusetts Lowell
Bachelors in Accounting
Fluidity Fitness July 2014 - Present
Advent International August 2008 - July 2014
PricewaterhouseCoopers January 2005 - August 2008
O'Connor & Drew, P.C. September 2003 - 2004
Skills
Financial Analysis, Financial Reporting, SEC filings, Business Analysis, Internal Controls, Business Process..., ERP, Sarbanes-Oxley Act, US GAAP, Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2004
Master of Science in Accountancy (MSA), Accounting
Isenberg School of Management, UMass Amherst 1999 — 2003
Gray, Gray & Gray June 2014 - Present
O'Connor & Drew, P.C. September 2003 - May 2014
TJX Companies June 2001 - August 2002
Skills
Dealers, Accounting, Non-profits, Manufacturing, Tax Preparation, Tax Returns, Corporate Tax, Financial Analysis, Audit, Bookkeeping, Auditing, Higher Education, Tax, Quickbooks, Financial Reporting, General Ledger, Financial Statements, US GAAP, Income Tax, CPA, Fixed Assets, Nonprofits, QuickBooks
Education
University of Massachusetts, Amherst 2004 — 2005
MSA, Accounting
Assumption College 1999 — 2003
BA, Accounting
Minsk, Gould, Tattrie & Lussier, LLP August 1996 - Present
Lexus of Watertown October 1994 - July 1996
O'Connor & Drew, P.C. November 1991 - October 1994
Gerald P. Bonder & Company, CPA's March 1990 - October 1991
Laventhol & Horwath August 1988 - March 1990
Skills
CPA, GAAP, Automotive, Accounting, Tax Accounting, Tax Preparation, Tax Returns, Tax, Income Tax, Quickbooks, S Corporations, Partnership Taxation, Corporate Tax, Estate & Gift Taxation, Tax Services, Tax Return Preparation, Bookkeeping, Small Business..., Individual Taxation, LLC, Business Tax, Compilation, Tax Research, Financial Statements, Lacerte, Payroll Taxes, Compilation Of..., Review of Financial...
Education
Isenberg School of Management, UMass Amherst 1984 — 1988
BBA, Accounting
ServiceNow July 2011 - Present
Service-now.com July 2009 - October 2011
Starwood Hotels & Resorts Worldwide, Inc. September 2007 - July 2009
The Computer Merchant March 2006 - September 2007
O'Connor & Drew, P.C. 2004 - 2006
Skills
IT Service Management, Change Management, Management, Service Desk, Outsourcing, Leadership, SaaS, ITIL, Service-Now, Professional Services, Cloud Computing, Incident Management, Enterprise Software
Education
Bentley University
Bachelor of Science (B.S.)
KRS Accounting Services December 1994 - Present
Philip Vogel CPAs August 1991 - August 1992
Shapiro, Weiss & Company December 1986 - April 1991
O'Connor & Drew, P.C. July 1985 - December 1986
Education
Franklin Pierce University 1981 — 1985
BS, Accounting and Management
Ocean Spray Cranberries December 2014 - Present
McGladrey August 2013 - November 2014
McGladrey December 2011 - October 2013
O'Connor & Drew, P.C. September 2009 - November 2011
O'Connor & Drew, P.C. September 2009 - July 2011
Skills
Assurance, CPA, US GAAP, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Statements, Tax Preparation, General Ledger
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
MS, Accounting
Stonehill College 2005 — 2009
BS, Accounting
Murphy, Hesse, Toomey & Lehane, LLP February 2013 - Present
O'Connor & Drew, P.C. July 1987 - May 2012
Stavisky, Shapiro & Whyte August 1977 - June 1987
Skills
Management, Human Resources, Recruiting, QuickBooks, Tax Preparation, Accounting, Finance, Tax Returns, Bookkeeping, Tax, Financial Reporting, Income Tax
Education
Northeastern University 1972 — 1977
BS, accounting
Keating Brokerage May 2011 - Present
Needham Electric Supply Corporation May 2010 - May 2011
G.T. Reilly & Company 2005 - 2007
Boston Public Health Commission 1999 - 2005
American Student Assistance 1991 - 1995
Kennedy & Lehan 1987 - 1989
O'Connor & Drew, P.C. 1985 - 1987
Skills
Financial Reporting, QuickBooks, Accounting, Tax, Finance, Sarbanes-Oxley Act, Auditing, Financial Analysis, Cash Management, Accounts Payable, Payroll, Forecasting, Financial Statements, Corporate Tax, Tax Preparation
Education
Archbishop Williams High School
Northeastern University
BSBA, Accounting
O'Connor & Drew, P.C. 2007 - Present
Education
Babson College
BS, Management & Entrepreneurial Studies
Bentley University
MSA, Accounting
Jos. A. Bank Clothiers October 2010 - May 2012
Constellation Energy March 2010 - September 2010
NSTAR January 2006 - January 2010
Kidde plc Inc August 2004 - December 2005
O'Connor & Drew, P.C. September 2000 - September 2003
Skills
Accounting, Financial Analysis, Account Management, Tax, Tax Preparation
Education
University of Hartford 1996 — 2000
BS, Accounting
O'Connor & Drew, P.C. June 2015 - Present
O'Connor & Drew, P.C. December 2012 - June 2015
O'Connor & Drew, P.C. September 2010 - December 2012
Russell, Brier & Co. June 2009 - August 2009
Michael C. Mello CPA May 2008 - August 2008
Skills
Auditing, Tax Preparation, Accounting, Tax, General Ledger, Customer Service, Market Research, Financial Audits, Data Collection, Financial Reporting, Financial Analysis, Payroll, Microsoft Excel, Personal Financial..., Audits of Employee..., US GAAP, 401k, 403 b, Higher Education, Personal Income Tax..., Financial Statements, Microsoft Office, Finance
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor's Degree, Accounting
Pharmaworks Inc. January 2008 - Present
Advanced Protection Technologies, Inc. May 1998 - January 2007
Burke & Company, CPA's 1995 - 1998
Mulberry Child Care Centers Inc. 1992 - 1994
O'Connor & Drew, P.C. September 1988 - August 1992
Skills
Financial Reporting, Financial Analysis, Manufacturing, New Business Development, Accounting, Management, Process Improvement, Finance
Education
Bridgewater State University 1985 — 1988
BS, Accounting & Finance
Village Automotive Group November 2012 - Present
O'Connor & Drew, P.C. January 1985 - October 2012
Skills
Tax Preparation, Corporate Tax, QuickBooks, Accounting, Payroll, Financial Analysis, Tax Returns, Income Tax, Microsoft Excel, Tax, Bookkeeping, Financial Statements, General Ledger, Auditing, Fixed Assets, Financial Reporting, Internal Controls, Forecasting, Budgets, US GAAP, CPA, Revenue Recognition, GAAP, Sarbanes-Oxley Act, SEC filings, Tax Accounting, Cash Flow
Education
Northeastern University
Bachelor of Science (BSc), Accounting and Finance
St. Aidan's College Grahamstown
MAPFRE Insurance April 2014 - Present
MAPFRE U.S.A. Corp. January 2014 - April 2014
MAPFRE U.S.A. Corp. September 2011 - January 2014
MAPFRE U.S.A. Corp. October 2008 - September 2011
O'Connor & Drew, P.C. August 2008 - October 2008
O'Connor & Drew, P.C. May 2007 - August 2008
Skills
General Ledger, Accounting, Financial Analysis, Internal Audit, Internal Controls, Forecasting, Auditing, Access
Education
Bentley University 2003 — 2007
Bachelor of Science, Accounting
Caliper Corporation January 2012 - Present
O'Connor & Drew, P.C. September 2010 - November 2011
The Palladium Group, Inc. June 2008 - February 2009
Education
University of Massachusetts, Amherst 2007 — 2010
BBA, Accounting
Talbots December 2009 - Present
NEI November 2005 - December 2009
Flextronics March 2003 - November 2005
O'Connor & Drew, P.C. 1996 - 2003
KPMG September 1988 - June 1993
Education
Boston College 1984 — 1988
BS, Accounting
O'Connor & Drew, P.C.
Skills
Tax Preparation
Education
University of Massachusetts at Lowell 1984 — 1988
Bachelor of Science, Accounting
NASBA October 2010 - Present
State of New Hampshire, Board of Accountancy October 2003 - Present
Chickering & Company, CPAs, PLLC May 2003 - Present
EY July 1998 - June 2002
O'Connor & Drew, P.C. July 1996 - July 1998
Education
Certified Public Accountant
CPA
Northeastern University 1994 — 1997
M.S, Taxation
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1992
Bachelor of Science, Business Administration
O'Connor & Drew, P.C. January 2015 - Present
O'Connor & Drew, P.C. January 2013 - December 2014
O'Connor & Drew, P.C. September 2010 - December 2012
Skills
Financial Reporting
Education
Bridgewater State University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Maryland College Park 2006 — 2010
Bachelor's Degree, Accounting